Simplify Health Care ETF
ALTAR
Score™
5.1% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
23.0x P/Sales
ratio
1.9x
P/BV
ratio
4.1x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
PINK is an actively managed fund of US healthcare stocks and/or ETFs. The fund seeks long-term capital growth and commits to donate its net profit, in the form of its annual management fee to the Susan G. Komen Breast Cancer Foundation.

FUND BASICS
Category US Equities
Fund Sponsor Simplify Asset Management Inc.
Website www.simplify.us/etfs/pink-simplify-health-care-etf
Inception date Oct 07, 2021
Assets (mns) $49
Currency USD
Expense ratio 50 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 60
Wgt avg mkt cap (mns) $110,197
Large cap (>$10bn) 77.2%
Mid cap ($2-10bn) 21.0%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 6.7 %
MEDTRONIC PLC 5.5 %
REGENERON PHARMACEUTICALS 5.5 %
ELI LILLY & CO 4.6 %
JOHNSON & JOHNSON 4.6 %
ESTABLISHMENT LABS HOLDINGS, INC. 4.5 %
DEXCOM INC 4.2 %
RESMED INC 3.9 %
SANOFI-AVENTIS-ADR 3.8 %
MERCK & CO. INC. 3.8 %
Total 47.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.2 %
IRELAND 5.8 %
COSTA RICA 4.5 %
FRANCE 3.8 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.1% 3.6% -- -- -0.6%

Market Correlations
versus... Beta R-squared
S&P500 0.62 60%
MSCI EAFE 0.55 43%
MSCI Emg. Mkts. 0.21 6%

Technical Indicators
Recent close $25.57
30d moving avg. $26.09
Annualized volatility 18.9%
Short interest (ETF) 0.0%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 51
Turnover 2.7%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $19,959

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 671 potential alternatives to the Simplify Health Care ETF ETF based on the alternatives' overlap in portfolio holdings with PINK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PINK Expense: 50 bp ALTAR Score™: 5.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PINK
Ticker Fund
Name
Overlap1
vs PINK
(%)
Expense
ratio
(bp)
Savings
vs PINK
(bp)
ALTAR
Score™
(%)
ALTAR
vs PINK
(%)
XLV Health Care Select Sector SPDR Fund 53.0 10 40 8.9 +3.8
VHT Vanguard Health Care Index Fund 52.9 10 40 7.0 +1.9
FHLC Fidelity MSCI Health Care Index ETF 52.7 8 42 6.9 +1.8
IYH iShares U.S. Healthcare ETF 52.3 39 11 7.8 +2.7
IXJ iShares Global Healthcare ETF 46.6 40 10 8.1 +3.0
RYH Invesco S&P 500 Equal Weight Health Care ETF 41.3 40 10 8.2 +3.1
FXH First Trust Health Care AlphaDEX Fund 31.4 61 -11 6.8 +1.7
IHI iShares U.S. Medical Devices ETF 31.2 39 11 4.8 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 28.5 80 -30 9.3 +4.2
VIRS Pacer BioThreat Strategy ETF 26.0 70 -20 7.3 +2.2
PJP Invesco Dynamic Pharmaceuticals ETF 26.0 58 -8 10.1 +5.0
HART IQ Healthy Hearts ETF 24.8 45 5 6.1 +1.0
AGNG Global X Aging Population ETF 24.8 50 0 4.3 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 24.0 15 35 7.8 +2.7
BMED BlackRock Future Health ETF 23.1 85 -35 2.0 -3.1
GDOC Goldman Sachs Future Health Care Equity ETF 21.5 75 -25 1.7 -3.4
MDEV First Trust Indxx Medical Devices ETF 21.3 70 -20 3.4 -1.7
PSET Principal Price Setters Index ETF 20.0 15 35 7.0 +1.9
SPMO Invesco S&P 500 Momentum ETF 19.9 13 37 7.5 +2.4
WDNA WisdomTree BioRevolution Fund 19.4 45 5 -3.9 -9.0
PPH VanEck Pharmaceutical ETF 18.8 35 15 13.1 +8.0
MGV Vanguard Mega Cap Value ETF 18.6 7 43 7.8 +2.7
IHF iShares U.S. Healthcare Providers ETF 18.5 39 11 6.4 +1.3
AUSF Global X Adaptive U.S. Factor ETF 17.7 27 23 7.8 +2.7
HKND Humankind US Stock ETF 17.6 11 39 8.1 +3.0
PWV Invesco Dynamic Large Cap Value ETF 17.4 58 -8 8.5 +3.4
PTH Invesco DWA Healthcare Momentum ETF 17.4 60 -10 -3.3 -8.4
SNPG Xtrackers S&P 500 Growth ESG ETF 17.3 15 35 6.7 +1.6
FTCS First Trust Capital Strength ETF 16.9 55 -5 7.2 +2.1
HTEC ROBO Global Healthcare Technology & Innovation ETF 16.5 68 -18 0.2 -5.0
VTV Vanguard Value Index Fund 16.1 4 46 8.0 +2.9
LRND IQ U.S. Large Cap R&D Leaders ETF 16.1 14 36 6.6 +1.5
XHE SPDR S&P Health Care Equipment ETF 16.1 35 15 0.7 -4.4
SPXT ProShares S&P 500 Ex-Technology ETF 16.1 27 23 6.6 +1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 16.0 12 38 6.9 +1.8
IBB iShares NASDAQ Biotechnology ETF 15.9 44 6 0.6 -4.5
IWX iShares Russell Top 200 Value ETF 15.8 20 30 7.4 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 15.8 29 21 8.4 +3.3
SPMV Invesco S&P 500 Minimum Variance ETF 15.6 10 40 6.4 +1.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 15.6 60 -10 10.8 +5.7
SYNB Putnam BioRevolution ETF 15.4 70 -20 3.8 -1.3
VOOG Vanguard S&P 500 Growth ETF 15.4 10 40 6.8 +1.7
IVW iShares S&P 500 Growth ETF 15.4 18 32 6.7 +1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 15.4 4 46 6.9 +1.8
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 15.1 65 -15 -0.2 -5.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 15.0 10 40 6.6 +1.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 14.8 48 2 7.4 +2.3
XPH SPDR S&P Pharmaceuticals ETF 14.7 35 15 3.0 -2.1
IUSG iShares Core S&P US Growth ETF 14.7 4 46 6.9 +1.8
HLAL Wahed FTSE USA Shariah ETF 14.5 50 0 6.2 +1.1
HLGE Hartford Longevity Economy ETF 14.5 44 6 7.9 +2.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 14.4 60 -10 5.8 +0.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 14.3 20 30 6.9 +1.8
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 14.3 12 38 6.7 +1.6
IBBQ Invesco Nasdaq Biotechnology ETF 14.2 19 31 1.1 -4.0
IHE iShares U.S. Pharmaceuticals ETF 14.1 39 11 8.3 +3.2
ZECP Zacks Earnings Consistent Portfolio ETF 14.1 55 -5 6.5 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 14.0 22 28 6.5 +1.4
BBH VanEck Biotech ETF 13.9 35 15 5.0 -0.1
SDEP SFP Core Equity Strategy 13.8 0 50 8.0 +2.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 13.8 65 -15 7.2 +2.1
DEF Invesco Defensive Equity ETF 13.8 55 -5 6.5 +1.4
SPXN ProShares S&P 500 Ex-Financials ETF 13.8 27 23 6.4 +1.3
QUS SPDR MSCI USA StrategicFactors ETF 13.6 15 35 7.0 +1.9
USMV iShares Edge MSCI Min Vol USA ETF 13.6 15 35 6.7 +1.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.5 49 1 6.2 +1.1
VDNI V-Shares US Leadership Diversity ETF 13.4 29 21 6.6 +1.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 13.4 49 1 6.1 +1.0
DURA VanEck Morningstar Durable Dividend ETF 13.4 29 21 8.8 +3.7
ANEW ProShares MSCI Transformational Changes ETF 13.4 45 5 5.7 +0.6
CACG ClearBridge All Cap Growth ETF 13.3 53 -3 4.3 -0.8
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 13.2 96 -46 4.8 -0.3
SHE SPDR SSGA Gender Diversity Index ETF 13.2 20 30 6.5 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 13.2 49 1 6.3 +1.2
KRMA Global X Conscious Companies ETF 13.1 43 7 6.5 +1.4
IWL iShares Russell Top 200 ETF 13.1 15 35 6.3 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 13.1 0 50 6.4 +1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 13.1 50 0 6.3 +1.2
DGRO iShares Core Dividend Growth ETF 13.1 8 42 7.5 +2.4
BAD B.A.D. ETF 13.0 75 -25 3.0 -2.1
ESG FlexShares STOXX US ESG Impact Index Fund 13.0 32 18 6.2 +1.1
FDHT Fidelity Digital Health ETF 13.0 39 11 0.2 -4.9
FLQL Franklin LibertyQ U.S. Equity ETF 13.0 15 35 8.1 +3.0
MGC Vanguard Mega Cap Index Fund 12.9 7 43 6.3 +1.2
FBT First Trust NYSE Arca Biotechnology Index Fund 12.9 55 -5 1.3 -3.8
ADME Aptus Drawdown Managed Equity ETF 12.7 79 -29 5.9 +0.8
SUSL iShares ESG MSCI USA Leaders ETF 12.6 10 40 6.4 +1.3
NZRO Strategy Shares Halt Climate Change ETF 12.6 95 -45 1.8 -3.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 12.6 10 40 6.5 +1.4
XLG Invesco S&P 500 Top 50 ETF 12.6 20 30 6.1 +1.0
SNPE Xtrackers S&P 500 ESG ETF 12.5 10 40 6.7 +1.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 12.5 69 -19 7.7 +2.6
CLRG IQ Chaikin U.S. Large Cap ETF 12.5 25 25 6.5 +1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.5 18 32 6.4 +1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 12.5 16 34 6.8 +1.7
SPXE ProShares S&P 500 Ex-Energy ETF 12.5 27 23 6.2 +1.1
VIG Vanguard Dividend Appreciation Index Fund 12.5 6 44 6.7 +1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.4 15 35 6.1 +1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.3 20 30 6.3 +1.2
HELX Franklin Genomic Advancements ETF 12.3 50 0 2.2 -2.9
WOMN Impact Shares YWCA Women's Empowerment ETF 12.3 75 -25 6.0 +0.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 12.3 17 33 6.6 +1.5
DSTL Distillate US Fundamental Stability & Value ETF 12.2 39 11 8.2 +3.1
FCPI Fidelity Stocks for Inflation ETF 12.2 29 21 10.2 +5.1
GFGF Guru Favorite Stocks ETF 12.1 65 -15 6.7 +1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 12.1 10 40 6.0 +0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 12.0 11 39 6.8 +1.7
JOET Virtus Terranova US Quality Momentum ETF 12.0 29 21 6.8 +1.7
XHS SPDR S&P Health Care Services ETF 12.0 35 15 0.8 -4.3
QDEF FlexShares Quality Dividend Defensive Index Fund 12.0 37 13 7.3 +2.2
STRV Strive 500 ETF 12.0 5 45 6.3 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 12.0 7 43 6.3 +1.2
VV Vanguard Large-Cap Index Fund 12.0 4 46 6.4 +1.3
ACVF American Conservative Values ETF 12.0 75 -25 5.6 +0.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 12.0 28 22 6.9 +1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 12.0 14 36 6.3 +1.2
IVV iShares Core S&P 500 ETF 11.9 3 47 6.5 +1.4
DFUV Dimensional US Marketwide Value ETF 11.9 23 27 8.7 +3.6
SPY SPDR S&P 500 ETF Trust 11.9 9 41 6.5 +1.4
VOO VANGUARD S&P 500 ETF 11.9 3 47 6.5 +1.4
GDIV Harbor Dividend Growth Leaders ETF 11.9 50 0 7.4 +2.3
XVV iShares ESG Screened S&P 500 ETF 11.9 8 42 6.4 +1.3
SPLG SPDR Portfolio S&P 500 ETF 11.9 3 47 6.5 +1.4
VOTE Engine No. 1 Transform 500 ETF 11.9 5 45 6.3 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 11.9 28 22 7.4 +2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.9 9 41 7.1 +2.0
SCHG Schwab U.S. Large-Cap Growth ETF 11.9 40 10 5.1 -0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.9 20 30 6.2 +1.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 11.8 10 40 6.0 +0.9
PFM Invesco Dividend Achievers ETF 11.8 53 -3 6.6 +1.5
OEF iShares S&P 100 ETF 11.7 20 30 6.3 +1.2
ESGV Vanguard ESG U.S. Stock ETF 11.6 9 41 6.2 +1.1
QUAL iShares MSCI Usa Quality Factor ETF 11.6 15 35 7.6 +2.5
PBUS Invesco PureBeta MSCI USA ETF 11.6 4 46 6.4 +1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.6 2 48 6.4 +1.3
LRGE ClearBridge Large Cap Growth ESG ETF 11.6 59 -9 4.1 -1.0
VONV Vanguard Russell 1000 Value Index Fund 11.5 8 42 7.4 +2.3
ESGU iShares MSCI USA ESG Optimized ETF 11.5 15 35 6.3 +1.2
IWD iShares Russell 1000 Value ETF 11.5 18 32 7.3 +2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11.5 29 21 8.3 +3.2
ILCB iShares Morningstar U.S. Equity ETF 11.5 3 47 6.4 +1.3
IUS Invesco Strategic US ETF 11.4 19 31 7.7 +2.6
SCHX Schwab U.S. Large-Cap ETF 11.4 3 47 6.4 +1.3
LVOL American Century Low Volatility ETF 11.3 29 21 6.2 +1.1
CGGO Capital Group Global Growth Equity ETF 11.3 47 3 5.0 -0.1
VYM Vanguard High Dividend Yield Index ETF 11.3 6 44 8.2 +3.1
FDLO Fidelity Low Volatility Factor ETF 11.3 29 21 6.3 +1.2
FLV American Century Focused Large Cap Value ETF 11.2 42 8 6.9 +1.8
CATH Global X S&P 500 Catholic Values Custom ETF 11.2 29 21 6.2 +1.1
ROUS Hartford Multifactor US Equity ETF 11.2 19 31 8.3 +3.2
VONE Vanguard Russell 1000 ETF 11.2 8 42 6.3 +1.2
IWB iShares Russell 1000 ETF 11.2 15 35 6.2 +1.1
ILCV iShares Morningstar Value ETF 11.2 4 46 7.8 +2.7
PBE Invesco Dynamic Biotechnology & Genome ETF 11.2 59 -9 2.6 -2.5
DFUS Dimensional U.S. Equity ETF 11.1 11 39 6.4 +1.3
SCHK Schwab 1000 Index ETF 11.1 5 45 6.4 +1.3
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 11.1 15 35 6.4 +1.3
HEET Hartford Schroders ESG US Equity ETF 11.1 39 11 7.3 +2.2
TTAC TrimTabs US Free Cash Flow Quality ETF 11.1 59 -9 7.7 +2.6
SPGP Invesco S&P 500 GARP ETF 11.0 36 14 9.5 +4.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11.0 11 39 6.3 +1.2
SPTM SPDR Portfolio Total Stock Market ETF 11.0 3 47 6.6 +1.5
IYY iShares Dow Jones U.S. ETF 11.0 20 30 6.2 +1.1
RNLC Large Cap US Equity Select ETF 11.0 60 -10 7.2 +2.1
RESP WisdomTree US ESG Fund of Benef Interest 11.0 28 22 7.4 +2.3
ILCG iShares Morningstar Growth ETF 10.9 4 46 5.3 +0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 10.9 29 21 6.3 +1.2
RPG Invesco S&P 500 Pure Growth ETF 10.8 35 15 9.0 +3.9
JMOM JPMorgan U.S. Momentum Factor ETF 10.8 12 38 7.1 +2.0
VSLU Applied Finance Valuation Large Cap ETF 10.8 49 1 7.7 +2.6
SFY SoFi Select 500 ETF 10.8 0 50 6.6 +1.5
FDMO Fidelity Momentum Factor ETF 10.8 29 21 6.5 +1.4
DIVZ TrueShares Low Volatility Equity Income ETF 10.7 65 -15 10.0 +4.9
LRGF iShares Edge MSCI Multifactor USA ETF 10.7 8 42 7.4 +2.3
CGGR Capital Group Growth ETF 10.6 39 11 4.6 -0.5
USXF iShares ESG Advanced MSCI USA ETF 10.6 10 40 6.1 +1.0
VTI Vanguard Total Stock Market Index Fund 10.6 3 47 6.1 +1.0
IWV iShares Russell 3000 ETF 10.6 20 30 6.1 +1.0
QDF FlexShares Quality Dividend Index Fund 10.6 37 13 8.1 +3.0
VTHR Vanguard Russell 3000 Index Fund 10.6 10 40 6.2 +1.1
DTD WisdomTree U.S.Total Dividend Fund 10.5 28 22 7.7 +2.6
SCHB Schwab U.S. Broad Market ETF 10.5 3 47 6.3 +1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.5 3 47 6.2 +1.1
MBOX Freedom Day Dividend ETF 10.4 39 11 8.5 +3.4
RWL Invesco S&P 500 Revenue ETF 10.4 39 11 7.4 +2.3
GSPY Gotham Enhanced 500 ETF 10.4 50 0 7.1 +2.0
RECS Columbia Research Enhanced Core ETF 10.3 15 35 7.4 +2.3
JVAL JPMorgan U.S. Value Factor ETF 10.3 12 38 9.3 +4.2
JAVA JPMorgan Active Value ETF 10.3 44 6 6.7 +1.6
VONG Vanguard Russell 1000 Growth Index Fund 10.3 8 42 6.1 +1.0
IWF iShares Russell 1000 Growth ETF 10.2 18 32 6.0 +0.9
REVS Columbia Research Enhanced Value ETF 10.2 19 31 8.9 +3.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 10.2 20 30 8.3 +3.2
JHML John Hancock Multifactor Large Cap ETF 10.2 29 21 6.7 +1.6
SCHV Schwab U.S. Large-Cap Value ETF 10.1 4 46 7.5 +2.4
STLV iShares Factors US Value Style ETF 10.1 25 25 9.8 +4.7
EPS WisdomTree U.S. Earnings 500 Fund 10.1 8 42 7.8 +2.7
EQWL Invesco Russell Top 200 Equal Weight ETF 10.1 25 25 7.2 +2.1
JQUA JPMorgan U.S. Quality Factor ETF 10.0 12 38 7.0 +1.9
FBCV Fidelity Blue Chip Value ETF 10.0 59 -9 7.3 +2.2
PZLD Puzzle Divdend Leaders 9.9 10 40 7.4 +2.3
HDV iShares Core High Dividend ETF 9.9 8 42 9.7 +4.6
DFAU Dimensional US Core Equity Market ETF 9.9 12 38 6.6 +1.5
FVAL Fidelity Value Factor ETF 9.9 29 21 9.4 +4.3
EGIS 2nd Vote Society Defended ETF 9.9 75 -25 7.1 +2.0
ECOZ TrueMark ESG Active Opportunities ETF 9.9 58 -8 5.1 0.0
SIXA 6 Meridian Mega Cap Equity ETF 9.8 82 -32 8.1 +3.0
FUNL CornerCap Fundametrics Large-Cap ETF 9.8 50 0 8.3 +3.2
IWY iShares Russell Top 200 Growth ETF 9.8 20 30 6.2 +1.1
VFMO Vanguard U.S. Momentum Factor ETF 9.8 13 37 4.3 -0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.8 20 30 7.4 +2.3
PRF Invesco FTSE RAFI US 1000 ETF 9.8 39 11 7.6 +2.5
JEPI JPMorgan Equity Premium Income ETF 9.8 35 15 6.2 +1.1
RFFC RiverFront Dynamic US Flex-Cap ETF 9.8 52 -2 6.6 +1.5
AILG Alpha Intelligent - Large Cap Growth ETF 9.8 85 -35 4.4 -0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.8 19 31 7.5 +2.4
EDOC Global X Telemedicine & Digital Health ETF 9.8 68 -18 -6.0 -11.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 9.7 25 25 7.7 +2.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.7 25 25 6.3 +1.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 9.7 35 15 7.3 +2.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.7 35 15 7.1 +2.0
SXQG 6 Meridian Quality Growth ETF 9.7 100 -50 5.6 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 9.7 59 -9 6.2 +1.1
AQGX AI Quality Growth ETF 9.7 97 -47 5.3 +0.2
NULC Nuveen ESG Large-Cap ETF 9.7 20 30 6.1 +1.0
VUSE Vident Core US Equity Fund 9.6 50 0 8.6 +3.5
YLDE ClearBridge Dividend Strategy ESG ETF 9.6 59 -9 6.2 +1.1
FDRR Fidelity Dividend ETF for Rising Rates 9.6 29 21 8.1 +3.0
DSI iShares MSCI KLD 400 Social ETF 9.5 25 25 6.4 +1.3
BKUS BNY Mellon Sustainable US Equity ETF 9.5 60 -10 5.6 +0.5
VLU SPDR S&P 1500 Value Tilt ETF 9.5 12 38 8.2 +3.1
EDOW First Trust Dow 30 Equal Weight ETF 9.5 50 0 7.1 +2.0
TMFC Motley Fool 100 Index ETF 9.4 50 0 5.2 +0.1
SDGA Impact Shares Sustainable Development Goals Global ETF 9.4 75 -25 7.7 +2.6
BUL Pacer US Cash Cows Growth ETF 9.4 60 -10 11.3 +6.2
QWLD SPDR MSCI World StrategicFactors ETF 9.3 30 20 7.4 +2.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.3 35 15 8.4 +3.3
VALQ American Century STOXX U.S. Quality Value ETF 9.3 29 21 10.0 +4.9
NULV Nuveen ESG Large-Cap Value ETF 9.3 25 25 7.9 +2.8
VSDA VictoryShares Dividend Accelerator ETF 9.3 35 15 6.8 +1.7
ACWV iShares MSCI Global Min Vol Factor ETF 9.2 20 30 8.4 +3.3
UPWD JPMorgan Social Advancement ETF 9.2 49 1 6.6 +1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.2 15 35 8.0 +2.9
SUSA iShares MSCI USA ESG Select ETF 9.1 25 25 6.2 +1.1
RNDV US Equity Dividend Select ETF 9.1 50 0 9.1 +4.0
BBP BioShares Biotechnology Products Fund 9.1 79 -29 -3.2 -8.3
VFMV Vanguard U.S. Minimum Volatility ETF 9.0 13 37 6.8 +1.7
AHOY Newday Ocean Health ETF 9.0 75 -25 6.3 +1.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.0 7 43 9.7 +4.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 9.0 25 25 7.6 +2.5
QLC FlexShares US Quality Large Cap Index Fund 9.0 25 25 7.2 +2.1
SPLV Invesco S&P 500 Low Volatility ETF 8.9 25 25 6.3 +1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.9 60 -10 5.1 -0.0
WGRO WisdomTree U.S. Growth & Momentum Fund 8.9 55 -5 7.5 +2.4
FLRG Fidelity U.S. Multifactor ETF 8.9 29 21 8.2 +3.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.9 60 -10 6.7 +1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.8 9 41 6.5 +1.4
FMIL Fidelity New Millennium ETF 8.8 59 -9 6.6 +1.5
CGUS Capital Group Core Equity ETF 8.7 33 17 6.6 +1.5
WRND IQ Global Equity R&D Leaders ETF 8.7 18 32 8.5 +3.4
FDG American Century Focused Dynamic Growth ETF 8.6 45 5 3.2 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.6 70 -20 6.0 +0.9
QDYN FlexShares Quality Dividend Dynamic Index Fund 8.6 37 13 8.7 +3.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 32 8.5 +3.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 8.5 25 25 6.8 +1.7
TOK iShares MSCI Kokusai ETF 8.5 25 25 6.7 +1.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 8.5 42 8 6.9 +1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 8.5 9 41 6.9 +1.8
SAMT Strategas Macro Thematic Opportunities ETF 8.4 65 -15 4.0 -1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.4 60 -10 6.6 +1.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.4 50 0 2.9 -2.2
SPHQ Invesco S&P 500 Quality ETF 8.4 15 35 6.8 +1.7
VFMF Vanguard U.S. Multifactor ETF 8.4 18 32 9.9 +4.8
AILV Alpha Intelligent - Large Cap Value ETF 8.3 85 -35 6.6 +1.5
AVUS Avantis U.S. Equity ETF 8.3 15 35 7.3 +2.2
AFLG First Trust Active Factor Large Cap ETF 8.3 55 -5 7.7 +2.6
CGDV Capital Group Dividend Value ETF 8.3 33 17 6.7 +1.6
AVLV Avantis U.S. Large Cap Value ETF 8.2 15 35 8.7 +3.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.2 15 35 7.2 +2.1
GERM ETFMG Treatments Testing and Advancements ETF 8.2 68 -18 -11.3 -16.4
CNCR Loncar Cancer Immunotherapy ETF 8.2 79 -29 -2.4 -7.5
DFAC Dimensional U.S. Core Equity 2 ETF 8.1 19 31 7.0 +1.9
MKEM Meakem Value and Inflation Screen 8.1 10 40 6.5 +1.4
URTH iShares MSCI World ETF 8.0 24 26 6.9 +1.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.0 12 38 6.5 +1.4
SDGS Newday Sustainable Development Equity ETF 7.9 75 -25 6.4 +1.3
HVAL ALPS Hillman Active Value ETF 7.9 55 -5 7.6 +2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 7.7 45 5 5.3 +0.2
RSP Invesco S&P 500 Equal Weight ETF 7.7 20 30 6.8 +1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.7 25 25 7.6 +2.5
PWB Invesco Dynamic Large Cap Growth ETF 7.6 56 -6 5.2 +0.1
VOT Vanguard Mid-Cap Growth Index Fund 7.6 7 43 5.1 -0.0
LYFE 2nd Vote Life Neutral Plus ETF 7.6 75 -25 7.2 +2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.6 52 -2 6.2 +1.1
TPLC Timothy Plan US Large Cap Core ETF 7.6 52 -2 6.7 +1.6
DUHP Dimensional US High Profitability ETF 7.5 22 28 8.6 +3.5
USMF WisdomTree U.S. Multifactor Fund 7.4 28 22 8.7 +3.6
FQAL Fidelity Quality Factor ETF 7.4 29 21 7.6 +2.5
VOOV Vanguard S&P 500 Value ETF 7.4 10 40 6.7 +1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.4 35 15 6.6 +1.5
XDNA Strategic CRISPR & Gene Editing Technology ETF 7.4 78 -28 -2.7 -7.8
IVE iShares S&P 500 Value ETF 7.4 18 32 6.7 +1.6
SPYV SPDR Portfolio S&P 500 Value ETF 7.4 4 46 6.8 +1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 7.3 75 -25 6.9 +1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.3 20 30 7.3 +2.2
IWP iShares Russell Mid-Cap Growth ETF 7.3 23 27 5.3 +0.2
VUG Vanguard Growth Index Fund 7.3 4 46 5.4 +0.3
SRHQ SRH U.S. Quality ETF 7.3 35 15 8.6 +3.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 7.2 52 -2 7.9 +2.8
WKLY SoFi Weekly Dividend ETF 7.2 49 1 9.0 +3.9
IVSG Invesco Select Growth ETF 7.2 48 2 4.8 -0.3
VFQY Vanguard U.S. Quality Factor ETF 7.2 13 37 8.4 +3.3
ACWI iShares MSCI ACWI ETF 7.2 32 18 7.0 +1.9
IQSU IQ Candriam ESG US Equity ETF 7.2 9 41 6.1 +1.0
NTZG Nuveen Global Net Zero Transition ETF 7.1 55 -5 5.9 +0.8
DIVS SmartETFs Dividend Builder ETF 7.1 65 -15 5.9 +0.8
ABEQ Absolute Core Strategy ETF 7.1 85 -35 5.0 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 7.1 9 41 6.6 +1.5
SNPV Xtrackers S&P ESG Value ETF 7.1 15 35 7.2 +2.1
SSPY Syntax Stratified LargeCap ETF 7.1 30 20 7.1 +2.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.1 15 35 9.4 +4.3
IUSV iShares Core S&P U.S. Value ETF 7.0 4 46 6.9 +1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.0 38 12 7.0 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 7.0 59 -9 7.5 +2.4
PZLG Puzzle Mature Growth 6.9 10 40 6.2 +1.1
SIZE iShares MSCI USA Size Factor ETF 6.9 15 35 6.6 +1.5
FBCG Fidelity Blue Chip Growth ETF 6.9 59 -9 2.8 -2.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 6.8 39 11 6.7 +1.6
IVLC Invesco US Large Cap Core ESG ETF 6.8 48 2 6.4 +1.3
VEGN US Vegan Climate ETF 6.8 60 -10 5.8 +0.7
IQM Franklin Intelligent Machines ETF 6.7 50 0 4.0 -1.1
VLUE iShares MSCI USA Value Factor ETF 6.7 15 35 11.4 +6.3
ACWF iShares MSCI Global Multifactor ETF 6.6 35 15 9.6 +4.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 6.5 35 15 9.2 +4.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 6.5 35 15 9.2 +4.1
RDVY First Trust Rising Dividend Achievers ETF 6.5 50 0 8.8 +3.7
MOAT VanEck Morningstar Wide Moat ETF 6.5 47 3 5.8 +0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.5 30 20 6.2 +1.1
ITAN Sparkline Intangible Value ETF 6.5 50 0 7.4 +2.3
KONG Formidable Fortress ETF 6.4 89 -39 6.3 +1.2
TMDV ProShares Russell US Dividend Growers ETF 6.4 36 14 6.2 +1.1
DIVB iShares Core Dividend 6.4 5 45 8.7 +3.6
VT Vanguard Total World Stock ETF 6.4 7 43 6.9 +1.8
ROCI ROC ETF 6.4 49 1 5.3 +0.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.4 75 -25 7.8 +2.7
NULG Nuveen ESG Large-Cap Growth ETF 6.4 25 25 5.1 +0.0
XT iShares Exponential Technologies ETF 6.3 46 4 3.5 -1.6
MOTE VanEck Morningstar ESG Moat ETF 6.3 49 1 6.3 +1.2
LEAD Siren DIVCON Leaders Dividend ETF 6.3 43 7 6.7 +1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.3 9 41 6.8 +1.7
MGK Vanguard Mega Cap Growth ETF 6.3 7 43 5.5 +0.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.2 57 -7 5.2 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.2 35 15 5.4 +0.3
CWS AdvisorShares Focused Equity ETF 6.1 66 -16 6.3 +1.2
VO Vanguard Mid-Cap Index Fund 6.1 4 46 6.6 +1.5
FPX First Trust US IPO Index Fund 6.0 57 -7 3.0 -2.1
EQUL IQ Engender Equality ETF 6.0 45 5 7.1 +2.0
XBI SPDR S&P BIOTECH ETF 5.9 35 15 0.0 -5.1
NUDV Nuveen ESG Dividend ETF 5.9 25 25 7.6 +2.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.9 15 35 12.9 +7.8
QGRO American Century STOXX U.S. Quality Growth ETF 5.8 29 21 7.5 +2.4
SDG iShares Sustainable MSCI Global Impact ETF 5.7 49 1 7.0 +1.9
IBRN iShares Neuroscience and Healthcare ETF 5.7 47 3 -3.1 -8.2
FVD First Trust Value Line Dividend Index Fund 5.7 67 -17 6.5 +1.4
PEXL Pacer US Export Leaders ETF 5.6 60 -10 7.0 +1.9
BIBL Inspire ETF 5.6 35 15 5.6 +0.5
ETHO Etho Climate Leadership U.S. ETF 5.6 47 3 4.8 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 5.5 20 30 9.2 +4.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.5 63 -13 4.9 -0.2
GURU Global X Guru Index ETF 5.5 75 -25 4.6 -0.5
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.4 35 15 7.7 +2.6
DGT SPDR Global Dow ETF 5.4 50 0 8.1 +3.0
LGLV SPDR Russell 1000 Low Volatility ETF 5.4 12 38 5.9 +0.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.3 75 -25 6.5 +1.4
MRND IQ U.S. Mid Cap R&D Leaders ETF 5.3 16 34 0.2 -4.9
TECB iShares US Tech Breakthrough Multisector ETF 5.3 40 10 5.3 +0.2
IOO iShares Global 100 ETF 5.3 40 10 7.1 +2.0
WLDR Affinity World Leaders Equity ETF 5.3 67 -17 10.1 +5.0
GGRW Gabelli Growth Innovators ETF 5.2 90 -40 3.7 -1.4
PSYK PSYK ETF 5.2 75 -25 -155.4 -160.5
CIRC JPMorgan Sustainable Consumption ETF 5.2 49 1 5.5 +0.4
SDOG ALPS Sector Dividend Dogs ETF 5.2 40 10 10.2 +5.1
DFND Siren DIVCON Dividend Defender ETF 5.2 150 -100 5.9 +0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.1 15 35 6.9 +1.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.0 29 21 8.0 +2.9
PY Principal Shareholder Yield Index ETF 5.0 15 35 7.9 +2.8
DEW WisdomTree Global High Dividend Fund 5.0 58 -8 10.4 +5.3
FDWM Fidelity Women's Leadership ETF 5.0 59 -9 5.9 +0.8
OALC OneAscent Large Cap Core ETF 5.0 76 -26 6.3 +1.2
TMFM Motley Fool Mid-Cap Growth ETF 4.9 85 -35 4.3 -0.8
MAGA Point Bridge GOP Stock Tracker ETF 4.9 72 -22 6.4 +1.3
IWR iShares Russell Midcap ETF 4.8 18 32 6.3 +1.2
ACSI American Customer Satisfaction Core Alpha ETF 4.7 65 -15 4.2 -0.9
ZIG The Acquirers Fund 4.7 89 -39 15.1 +10.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.6 30 20 8.5 +3.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 4.6 17 33 8.2 +3.1
FDVV Fidelity Core Dividend ETF 4.6 29 21 7.5 +2.4
KLDW Gavekal Knowledge Leaders Developed World ETF 4.6 75 -25 5.3 +0.2
AIEQ AI Powered Equity ETF 4.5 75 -25 -0.2 -5.3
SPDV AAM S&P 500 High Dividend Value ETF 4.5 29 21 10.8 +5.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.5 4 46 6.7 +1.6
IMCB iShares Morningstar Mid-Cap ETF 4.5 4 46 6.7 +1.6
SPVM Invesco S&P 500 Value with Momentum ETF 4.5 39 11 9.2 +4.1
QQMG Invesco ESG NASDAQ 100 ETF 4.5 20 30 6.5 +1.4
QQQM Invesco NASDAQ 100 ETF 4.4 15 35 6.3 +1.2
QQQ Invesco QQQ Trust 4.4 20 30 5.8 +0.7
SDY SPDR S&P Dividend ETF 4.4 35 15 6.7 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 4.4 6 44 5.1 -0.0
GNOM Global X Genomics & Biotechnology ETF 4.4 50 0 -5.3 -10.4
IVDG Invesco Focused Discovery Growth ETF 4.4 59 -9 5.2 +0.1
SCHD Schwab U.S. Dividend Equity ETF 4.4 6 44 8.9 +3.8
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.3 82 -32 6.4 +1.3
GVLU Gotham 1000 Value ETF 4.3 50 0 10.8 +5.7
PAWZ ProShares Pet Care ETF 4.3 50 0 3.8 -1.3
HAPY Harbor Corporate Culture Leaders ETF 4.3 36 14 2.7 -2.4
IDNA iShares Genomics Immunology & Healthcare ETF 4.3 47 3 -7.1 -12.2
SNSR Global X Internet of Things Thematic ETF 4.2 68 -18 4.8 -0.3
DTEC ALPS Disruptive Technologies ETF 4.2 50 0 4.4 -0.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.1 60 -10 12.9 +7.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 4.0 21 29 4.5 -0.6
FSST Fidelity Sustainability U.S. Equity ETF 4.0 59 -9 6.0 +0.9
FTA First Trust Large Cap Value AlphaDEX Fund 4.0 59 -9 9.0 +3.9
PDP Invesco DWA Momentum ETF 3.9 62 -12 5.6 +0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.9 15 35 4.2 -0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.9 24 26 8.8 +3.7
TMFG Motley Fool Global Opportunities ETF 3.8 85 -35 4.2 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 3.8 20 30 6.6 +1.5
YPS Arrow Reverse Cap 500 ETF 3.8 29 21 6.3 +1.2
KOMP SPDR Kensho New Economies Composite ETF 3.8 20 30 -0.8 -5.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.8 45 5 6.4 +1.3
INNO Harbor Disruptive Innovation ETF 3.8 75 -25 -3.5 -8.6
ONEO SPDR Russell 1000 Momentum Focus ETF 3.8 20 30 8.6 +3.5
BFOR Barron's 400 ETF 3.8 65 -15 9.6 +4.5
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -39 6.3 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.7 20 30 5.1 +0.0
MBCC Monarch Blue Chips Core ETF 3.7 125 -75 4.0 -1.1
SDEI Sound Equity Income ETF 3.6 45 5 10.1 +5.0
UVDV UVA Dividend Value ETF 3.6 80 -30 7.6 +2.5
BOTZ Global X Robotics & Artificial Intelligence ETF 3.6 68 -18 2.8 -2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.6 65 -15 7.6 +2.5
COWZ Pacer US Cash Cows 100 ETF 3.5 49 1 12.1 +7.0
VFVA Vanguard U.S. Value Factor ETF 3.5 13 37 11.7 +6.6
ENTR Entrepreneur 30 Fund 3.5 49 1 2.1 -3.0
RUFF Alpha Dog ETF 3.4 90 -40 6.0 +0.9
SPVU Invesco S&P 500 Enhanced Value ETF 3.4 13 37 11.5 +6.4
FLDZ RiverNorth Volition America Patriot ETF 3.4 70 -20 6.6 +1.5
DVY iShares Select Dividend ETF 3.4 39 11 8.8 +3.7
JHMM John Hancock Multifactor Mid Cap ETF 3.3 41 9 7.5 +2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 30 8.1 +3.0
VNSE Natixis Vaughan Nelson Select ETF 3.3 80 -30 4.4 -0.7
LVHD Legg Mason Low Volatility High Dividend ETF 3.3 27 23 7.8 +2.7
DHS WisdomTree U.S. High Dividend Fund 3.2 38 12 9.3 +4.2
TYNE Direxion Nanotechnology ETF 3.2 65 -15 -59.2 -64.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.2 85 -35 7.3 +2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 3.1 45 5 9.8 +4.7
DIV Global X SuperDividend US ETF 3.1 45 5 7.4 +2.3
SQEW LeaderShares Equity Skew ETF 3.1 75 -25 6.4 +1.3
IMCV iShares Morningstar Mid-Cap Value ETF 3.1 6 44 8.5 +3.4
NVQ QRAFT AI-Enhanced US Next Value ETF 3.1 75 -25 11.5 +6.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.0 30 20 8.7 +3.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.9 75 -25 10.1 +5.0
SMOT VanEck Morningstar SMID Moat ETF 2.9 49 1 8.2 +3.1
EQOP Natixis U.S. Equity Opportunities ETF 2.8 85 -35 5.9 +0.8
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 -5 6.2 +1.1
BLES Inspire Global Hope Large Cap ETF 2.7 49 1 6.9 +1.8
SAGP Strategas Global Policy Opportunities ETF 2.7 65 -15 7.4 +2.3
PID Invesco International Dividend Achievers ETF 2.7 56 -6 8.3 +3.2
BFIT Global X Health & Wellness ETF 2.6 50 0 6.0 +0.9
ICAP InfraCap Equity Income Fund ETF 2.6 80 -30 9.2 +4.1
VOE Vanguard Mid-Cap Value Index Fund 2.5 7 43 8.2 +3.1
QQQN VictoryShares Nasdaq Next 50 ETF 2.5 18 32 6.4 +1.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.5 55 -5 6.6 +1.5
PKW Invesco Buyback Achievers ETF 2.4 64 -14 8.7 +3.6
WTV WisdomTree US Value Fund 2.4 12 38 8.9 +3.8
IWS iShares Russell Mid-Cap Value ETF 2.3 23 27 7.1 +2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 69 -19 10.3 +5.2
SUBS Fount Subscription Economy ETF 2.3 70 -20 5.2 +0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 30 20 5.2 +0.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.2 52 -2 6.8 +1.7
BTHM BlackRock Future U.S. Themes ETF 2.2 60 -10 6.3 +1.2
BOSS Global X Founder-Run Companies ETF 2.2 45 5 3.5 -1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 49 1 7.1 +2.0
CVAR Cultivar ETF 2.2 87 -37 8.0 +2.9
BTEC Principal Healthcare Innovators Index ETF 2.1 42 8 -3.2 -8.3
VXF Vanguard Extended Market Index Fund 2.0 6 44 4.1 -1.0
SMDY Syntax Stratified MidCap ETF 2.0 35 15 7.5 +2.4
GCOW Pacer Global High Dividend ETF 2.0 60 -10 16.2 +11.1
SPHB Invesco S&P 500 High Beta ETF 1.9 25 25 3.7 -1.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -10 5.9 +0.8
RPV Invesco S&P 500 Pure Value ETF 1.9 35 15 12.0 +6.9
ARKG ARK Genomic Revolution ETF 1.9 75 -25 -9.8 -14.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.9 55 -5 4.3 -0.8
TMFX Motley Fool Next Index ETF 1.8 50 0 3.6 -1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 53 -3 8.2 +3.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.8 30 20 9.7 +4.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -15 2.3 -2.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 10 40 7.8 +2.7
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 7.8 +2.7
GK AdvisorShares Gerber Kawasaki ETF 1.7 81 -31 5.0 -0.1
VBK Vanguard Small-Cap Growth Index Fund 1.7 7 43 1.8 -3.3
SFYX Sofi Next 500 ETF 1.7 0 50 6.6 +1.5
PWC Invesco Dynamic Market ETF 1.7 60 -10 7.7 +2.6
ROBO Robo Global Robotics & Automation Index ETF 1.7 95 -45 3.4 -1.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 15 35 7.1 +2.0
ONEY SPDR Russell 1000 Yield Focus ETF 1.6 20 30 9.9 +4.8
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 38 7.6 +2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -10 9.3 +4.2
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 -15 9.3 +4.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -10 10.2 +5.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 35 8.0 +2.9
MDY SPDR S&P Midcap 400 ETF Trust 1.6 22 28 7.6 +2.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.5 25 25 10.0 +4.9
BUZZ VanEck Social Sentiment ETF 1.5 75 -25 0.9 -4.2
IJH iShares Core S&P Mid-Cap ETF 1.5 5 45 7.8 +2.7
SPMD SPDR Portfolio Mid Cap ETF 1.5 5 45 7.8 +2.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.5 35 15 9.1 +4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 33 7.0 +1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 35 8.2 +3.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.4 15 35 7.0 +1.9
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 46 6.3 +1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 21 10.0 +4.9
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.4 40 10 7.6 +2.5
SBIO ALPS Medical Breakthroughs ETF 1.4 50 0 -2.0 -7.1
FXG First Trust Consumer Staples AlphaDEX Fund 1.4 64 -14 7.8 +2.7
GRZZ Grizzle Growth ETF 1.4 75 -25 7.7 +2.6
IYK iShares U.S. Consumer Goods ETF 1.4 39 11 6.5 +1.4
RTH VanEck Retail ETF 1.4 35 15 6.3 +1.2
FIW First Trust Water ETF 1.4 53 -3 4.2 -0.9
DBLV AdvisorShares DoubleLine Value Equity ETF 1.4 91 -41 11.9 +6.8
XDAT Franklin Exponential Data ETF 1.4 50 0 4.2 -0.9
MVPS Amplify Thematic All-Stars ETF 1.3 49 1 2.2 -2.9
RWK Invesco S&P MidCap 400 Revenue ETF 1.3 39 11 9.9 +4.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 26 8.4 +3.3
TPHD Timothy Plan High Dividend Stock ETF 1.3 52 -2 7.2 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.3 52 -2 6.8 +1.7
ARKQ Ark Autonomous Tech. & Robotics ETF 1.3 75 -25 1.9 -3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.3 30 20 9.5 +4.4
NUSC Nuveen ESG Small-Cap ETF 1.3 30 20 5.3 +0.2
PIO Invesco Global Water ETF 1.3 75 -25 5.4 +0.3
PHO Invesco Water Resources ETF 1.3 60 -10 4.6 -0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 35 8.6 +3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 43 5.6 +0.5
FSMD Fidelity Small-Mid Factor ETF 1.2 29 21 8.5 +3.4
CGV Conductor Global Equity Value ETF 1.2 128 -78 11.0 +5.9
YALL God Bless America ETF 1.2 65 -15 4.2 -0.9
SPYD SPDR S&P 500 High Dividend ETF 1.2 7 43 9.8 +4.7
RYJ Invesco Raymond James SB-1 Equity ETF 1.2 81 -31 5.2 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 11 5.2 +0.1
THCX The Cannabis ETF 1.1 75 -25 -136.0 -141.1
IUSS Invesco Strategic US Small Company ETF 1.1 23 27 6.8 +1.7
EZM WisdomTree U.S. MidCap Earnings Fund 1.1 38 12 10.6 +5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -20 3.7 -1.4
VB Vanguard Small-Cap ETF 1.1 5 45 5.8 +0.7
IWO iShares Russell 2000 Growth ETF 1.1 23 27 2.8 -2.3
VTWG Vanguard Russell 2000 Growth Index Fund 1.1 15 35 2.9 -2.3
BFTR Future Innovators ETF 1.1 80 -30 2.5 -2.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 32 8.5 +3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.1 15 35 8.6 +3.5
RFV Invesco S&P Midcap 400 Pure Value ETF 1.1 35 15 10.7 +5.6
AFSM First Trust Active Factor Small Cap ETF 1.0 75 -25 9.1 +4.0
PUNK Subversive Metaverse ETF 1.0 75 -25 2.6 -2.5
TINY ProShares Nanotechnology ETF 1.0 58 -8 1.8 -3.3
MSGR Direxion mRNA ETF 1.0 65 -15 -2.1 -7.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 59 -9 8.5 +3.4
PSC Principal U.S. Small Cap Index ETF 0.9 38 12 8.7 +3.6
SFYF SoFi 50 ETF 0.9 29 21 -7.2 -12.3
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 25 9.2 +4.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.9 17 33 5.3 +0.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.9 6 44 5.4 +0.3
SYLD Cambria Shareholder Yield ETF 0.9 59 -9 11.8 +6.7
DUSA Davis Select U.S. Equity ETF 0.9 61 -11 9.3 +4.2
DWLD Davis Select Worldwide ETF 0.9 62 -12 8.4 +3.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.9 20 30 -7.0 -12.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 46 5.9 +0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -45 2.4 -2.7
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 8 6.5 +1.4
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -20 5.9 +0.8
VAMO Cambria Value & Momentum ETF 0.8 64 -14 11.6 +6.5
SMMD iShares Russell 2500 ETF 0.8 15 35 6.1 +1.0
IWM iShares Russell 2000 ETF 0.7 19 31 4.2 -0.9
VTWO Vanguard Russell 2000 Index Fund 0.7 10 40 4.3 -0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -20 11.7 +6.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 112 -62 5.6 +0.5
BTEK BlackRock Future Tech ETF 0.7 88 -38 0.7 -4.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.7 47 3 -0.8 -5.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 44 2.1 -3.1
AOTG AOT Growth and Innovation ETF 0.7 75 -25 3.4 -1.7
VBR Vanguard Small Cap Value Index Fund 0.7 7 43 8.4 +3.3
IETC iShares Evolved U.S. Technology ETF 0.6 18 32 5.9 +0.8
IYJ iShares U.S. Industrials ETF 0.6 39 11 5.9 +0.8
DFAS Dimensional U.S. Small Cap ETF 0.6 28 22 6.8 +1.7
DWAS Invesco DWA SmallCap Momentum ETF 0.6 60 -10 1.9 -3.2
ISCB iShares Morningstar Small-Cap ETF 0.6 4 46 5.0 -0.1
MGMT Ballast Small/Mid Cap ETF 0.6 110 -60 8.2 +3.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.6 80 -30 8.1 +3.0
XMMO Invesco S&P MidCap Momentum ETF 0.6 33 17 8.0 +2.9
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.6 20 30 6.1 +1.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -5 12.1 +7.0
FFND Future Fund Active ETF 0.5 101 -51 2.4 -2.7
USVT US Value ETF 0.5 49 1 11.0 +5.9
SCHA Schwab U.S. Small-Cap ETF 0.5 4 46 5.3 +0.2
SQLV Legg Mason Small-Cap Quality Value 0.5 61 -11 10.9 +5.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 30 7.6 +2.5
ERSX ERShares NextGen Entrepreneurs ETF 0.5 75 -25 6.3 +1.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -30 6.4 +1.3
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 44 7.8 +2.7
NUMV Nuveen ESG Mid-Cap Value ETF 0.4 30 20 8.9 +3.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 25 6.7 +1.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 3 6.2 +1.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.4 65 -15 8.7 +3.6
MOO VanEck Agribusiness ETF 0.4 52 -2 8.7 +3.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.4 9 41 4.6 -0.5
ISMD Inspire Small/Mid Cap Impact ETF 0.4 48 2 6.0 +0.9
IWC iShares Micro-Cap ETF 0.4 60 -10 -4.0 -9.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 21 7.9 +2.8
FFTY Innovator IBD 50 ETF 0.4 80 -30 4.6 -0.5
UBCB UBC Algorithmic Fundamentals ETF 0.4 75 -25 5.4 +0.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 11 9.1 +4.0
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 1 5.3 +0.2
GSFP Goldman Sachs Future Planet Equity ETF 0.3 75 -25 3.8 -1.3
SKYY First Trust Cloud Computing ETF 0.3 60 -10 3.4 -1.7
FDN First Trust Dow Jones Internet Index Fund 0.3 51 -1 3.2 -1.9
XITK SPDR FactSet Innovative Technology ETF 0.3 45 5 0.2 -5.0
WCLD WisdomTree Cloud Computing Fund 0.3 45 5 -1.0 -6.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.3 35 15 8.2 +3.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 12 10.5 +5.4
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 25 10.3 +5.2
ESGS Columbia Sustainable U.S. Equity Income ETF 0.3 35 15 7.8 +2.7
EVX VanEck Environmental Services ETF 0.3 55 -5 3.8 -1.3
BOUT Innovator IBD Breakout Opportunities ETF 0.3 80 -30 8.9 +3.8
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.3 19 31 7.8 +2.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.3 12 38 7.0 +1.9
AVDE Avantis International Equity ETF 0.3 23 27 9.2 +4.1
IWN iShares Russell 2000 Value ETF 0.3 23 27 5.8 +0.7
VTWV Vanguard Russell 2000 Value Index Fund 0.3 15 35 5.8 +0.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.2 61 -11 7.8 +2.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 70 -20 3.6 -1.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -2 8.4 +3.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.2 64 -14 7.4 +2.3
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 12 9.0 +3.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 36 14 8.8 +3.7
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 15 8.6 +3.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 12 9.1 +4.0
GBUY Goldman Sachs Future Consumer Equity ETF 0.2 75 -25 3.1 -2.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 5 2.1 -3.0
KNGS UPHOLDINGS Compound Kings ETF 0.1 60 -10 4.7 -0.4
PRNT The 3D Printing ETF 0.1 66 -16 -2.7 -7.8
CVY Invesco Zacks Multi-Asset Income ETF 0.1 100 -50 12.1 +7.0
DFAT Dimensional U.S. Targeted Value ETF 0.1 29 21 8.9 +3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -11 8.4 +3.3
EES WisdomTree SmallCap Earnings Fund 0.0 38 12 11.6 +6.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 11 8.7 +3.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 35 8.5 +3.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 35 8.5 +3.4
IJS iShares S&P Small-cap 600 Value ETF 0.0 18 32 8.5 +3.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 11 8.0 +2.9
RNSC Small Cap US Equity Select ETF 0.0 60 -10 8.0 +2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.0 15 35 7.9 +2.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 5 45 7.6 +2.5
IJR iShares Core S&P Small Cap ETF 0.0 6 44 7.6 +2.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 40 7.5 +2.4
SLY SPDR S&P 600 Small Cap ETF 0.0 15 35 7.5 +2.4
CSD Invesco S&P Spin-Off ETF 0.0 65 -15 7.0 +1.9
SSLY Syntax Stratified SmallCap ETF 0.0 35 15 6.9 +1.8
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.0 40 10 6.8 +1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.0 15 35 6.6 +1.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0 15 35 6.6 +1.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.0 18 32 6.6 +1.5
PSCH Invesco S&P SmallCap Health Care ETF 0.0 29 21 2.7 -2.4
CNBS Amplify Seymour Cannabis ETF 0.0 75 -25 -30.4 -35.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 19 8.7 +3.6

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Simplify Health Care ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.6 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 5.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.34 CATEGORY
AVERAGE
1.51
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.