Simplify Health Care ETF
ALTAR
Score™		 3.1% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 28.8x P/Sales
ratio		 3.0x
P/BV
ratio		 4.3x Div.
yield		 1.3%


  • 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) $205
Currency USD
Expense ratio 50 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 56
Wgt avg mkt cap (mns) $177,182
Large cap (>$10bn) 81.2%
Mid cap ($2-10bn) 7.2%
Small cap (<$2bn) 9.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SAREPTA THERAPEUTICS INC 10.6 %
ELI LILLY & CO 6.5 %
PURECYCLE TECHNOLOGIES INC 5.8 %
UNITEDHEALTH GROUP INC 5.4 %
SANOFI-AVENTIS-ADR 5.0 %
REGENERON PHARMACEUTICALS 4.8 %
INTUITIVE SURGICAL INC 4.8 %
MERCK & CO. INC. 4.5 %
BOSTON SCIENTIFIC CORP 4.2 %
NOVO-NORDISK A/S-SPONS ADR 3.5 %
Total 55.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.3 %
FRANCE 5.0 %
DENMARK 4.4 %
SWITZERLAND 2.1 %
NETHERLANDS 0.5 %
COSTA RICA 0.4 %
BRITAIN 0.3 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
20.4% 31.6% -- -- 6.7%

Market Correlations
versus... Beta R-squared
S&P500 0.74 64%
MSCI EAFE 0.66 49%
MSCI Emg. Mkts. 0.41 18%

Technical Indicators
Recent close $32.25
30d moving avg. $32.69
Annualized volatility 17.0%
Short interest (ETF) 0.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 145
Turnover 2.3%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $17,480

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 723 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™: 3.1%


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
(%)
IYH iShares U.S. Healthcare ETF 40.9 40 10 6.2 +3.1
FHLC Fidelity MSCI Health Care Index ETF 39.8 8 42 5.6 +2.5
VHT Vanguard Health Care ETF 39.3 10 40 5.4 +2.3
XLV Health Care Select Sector SPDR Fund 39.1 9 41 7.0 +3.9
BHCHX Baron Health Care Strategy 34.6 75 -25 -0.8 -3.9
IXJ iShares Global Healthcare ETF 33.7 42 8 6.1 +3.0
FMED Fidelity Disruptive Medicine ETF 31.1 50 0 -0.4 -3.5
VIRS Pacer BioThreat Strategy ETF 26.6 70 -20 5.9 +2.8
GDOC Goldman Sachs Future Health Care Equity ETF 24.8 75 -25 3.4 +0.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.7 40 10 7.7 +4.6
HELX Franklin Genomic Advancements ETF 23.2 50 0 0.3 -2.8
QLTY GMO U.S. Quality ETF 21.7 50 0 4.4 +1.3
PPH VanEck Pharmaceutical ETF 21.6 36 14 8.9 +5.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 21.4 60 -10 9.2 +6.1
FXH First Trust Health Care AlphaDEX Fund 21.2 62 -12 7.1 +4.0
PJP Invesco Pharmaceuticals ETF 21.0 57 -7 9.8 +6.7
BMED Future Health ETF 20.4 85 -35 -0.3 -3.4
HART IQ Healthy Hearts ETF 19.4 45 5 4.8 +1.7
MEDI Harbor Health Care ETF 18.5 80 -30 1.2 -1.9
IBBQ Invesco Nasdaq Biotechnology ETF 17.8 19 31 0.8 -2.3
MEDX Horizon Kinetics Medical ETF 17.2 85 -35 -0.3 -3.4
IBB iShares Biotechnology ETF 16.8 45 5 0.2 -2.9
BBH VanEck Biotech ETF 16.6 35 15 5.1 +2.0
SYNB Putnam BioRevolution ETF 16.2 70 -20 2.8 -0.3
HKND Humankind US Stock ETF 16.0 11 39 7.0 +3.9
IDNA iShares Genomics Immunology and Healthcare ETF 15.6 47 3 -4.1 -7.2
IHE iShares U.S. Pharmaceuticals ETF 15.5 40 10 8.2 +5.1
XBI SPDR S&P BIOTECH ETF 15.4 35 15 -3.2 -6.3
STXD Strive 1000 Dividend Growth ETF 15.2 35 15 5.0 +1.9
AGNG Global X Aging Population ETF 14.6 50 0 4.0 +0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 14.5 60 -10 7.6 +4.5
FBT First Trust NYSE Arca Biotechnology Index Fund 14.4 56 -6 2.7 -0.4
WDNA WisdomTree BioRevolution Fund 14.2 45 5 -3.6 -6.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 14.0 50 0 4.4 +1.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 13.9 68 -18 -0.1 -3.2
LRND IQ U.S. Large Cap R&D Leaders ETF 13.6 14 36 6.0 +2.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 13.2 60 -10 -2.4 -5.5
USMC Principal U.S. Mega-Cap ETF 12.6 12 38 4.5 +1.4
MGV Vanguard Mega Cap Value ETF 12.6 7 43 6.3 +3.2
ZECP Zacks Earnings Consistent Portfolio ETF 12.5 55 -5 4.7 +1.6
CACG ClearBridge All Cap Growth ESG ETF 12.3 54 -4 3.7 +0.6
MODL VictoryShares WestEnd U.S. Sector ETF 12.3 42 8 4.7 +1.6
XPH SPDR S&P Pharmaceuticals ETF 12.3 35 15 5.3 +2.2
MDEV First Trust Indxx Medical Devices ETF 12.2 70 -20 4.1 +1.0
EDOW First Trust Dow 30 Equal Weight ETF 11.8 50 0 5.6 +2.5
MBCC Monarch Blue Chips Core ETF 11.8 125 -75 3.4 +0.3
CANC Tema Oncology ETF 11.8 75 -25 -3.6 -6.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.7 7 43 7.6 +4.5
RAFE PIMCO RAFI ESG U.S. ETF 11.7 29 21 7.1 +4.0
DIA SPDR Dow Jones Industrial Average ETF Trust 11.6 16 34 5.5 +2.4
IWX iShares Russell Top 200 Value ETF 11.6 20 30 6.0 +2.9
RND First Trust Bloomberg R&D Leaders ETF 11.6 60 -10 5.0 +1.9
IHF iShares U.S. Healthcare Providers ETF 11.4 40 10 6.5 +3.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.3 48 2 5.8 +2.7
LRGE ClearBridge Large Cap Growth ESG ETF 11.2 59 -9 3.4 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 11.1 9 41 5.4 +2.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.0 15 35 5.7 +2.6
BBP Virtus LifeSci Biotech Products ETF 11.0 79 -29 0.0 -3.1
CGGR Capital Group Growth ETF 11.0 39 11 3.3 +0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 10.8 75 -25 4.7 +1.6
SDEP SFP Core Equity Strategy 10.7 10 40 6.3 +3.2
VTV Vanguard Value ETF 10.6 4 46 6.5 +3.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.5 80 -30 5.7 +2.6
CAML Congress Large Cap Growth ETF 10.5 66 -16 3.3 +0.2
IHI iShares U.S. Medical Devices ETF 10.3 40 10 3.8 +0.7
FMIL Fidelity New Millennium ETF 10.2 59 -9 4.7 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 10.1 22 28 3.7 +0.6
SNPV Xtrackers S&P 500 Value ESG ETF 9.8 15 35 6.4 +3.3
QUAL iShares MSCI USA Quality Factor ETF 9.8 15 35 5.2 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 9.8 38 12 4.7 +1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 9.7 40 10 3.9 +0.8
BGIG Bahl & Gaynor Income Growth ETF 9.7 45 5 4.8 +1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.7 10 40 5.2 +2.1
DGRW WisdomTree US Quality Dividend Growth Fund 9.6 28 22 5.9 +2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.6 35 15 6.3 +3.2
DGRO iShares Core Dividend Growth ETF 9.6 8 42 6.3 +3.2
JPEF JPMorgan Equity Focus ETF 9.6 50 0 4.0 +0.9
QUS SPDR MSCI USA StrategicFactors ETF 9.6 15 35 5.7 +2.6
JGRO JPMorgan Active Growth ETF 9.5 44 6 3.5 +0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 9.5 32 18 4.9 +1.8
NBDS Neuberger Berman Disrupters ETF 9.5 55 -5 1.5 -1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 9.4 12 38 6.2 +3.1
VOOV Vanguard S&P 500 Value ETF 9.4 10 40 6.3 +3.2
IVE iShares S&P 500 Value ETF 9.4 18 32 6.3 +3.2
SPYV SPDR Portfolio S&P 500 Value ETF 9.4 4 46 6.4 +3.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 9.3 75 -25 4.2 +1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 9.2 65 -15 3.7 +0.6
DUHP Dimensional US High Profitability ETF 9.2 21 29 6.5 +3.4
LRGC AB US Large Cap Strategic Equities ETF 9.1 48 2 4.6 +1.5
SPXN ProShares S&P 500 Ex-Financials ETF 9.1 9 41 5.0 +1.9
FLQL Franklin LibertyQ U.S. Equity ETF 9.1 15 35 5.8 +2.7
EVUS iShares ESG Aware MSCI USA Value ETF 9.0 18 32 6.4 +3.3
GCOW Pacer Global Cash Cows Dividend ETF 9.0 60 -10 13.3 +10.2
IUSV iShares Core S&P US Value ETF 9.0 4 46 6.5 +3.4
FELV Fidelity Enhanced Large Cap Value ETF 8.9 18 32 6.5 +3.4
SAMT Strategas Macro Thematic Opportunities ETF 8.9 65 -15 4.5 +1.4
NUDV Nuveen ESG Dividend ETF 8.9 26 24 7.0 +3.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.9 19 31 6.2 +3.1
VSLU Applied Finance Valuation Large Cap ETF 8.9 49 1 5.5 +2.4
VONV Vanguard Russell 1000 Value ETF 8.9 8 42 6.3 +3.2
IWD iShares Russell 1000 Value ETF 8.9 19 31 6.2 +3.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 8.8 65 -15 -1.0 -4.1
USMV iShares MSCI USA Min Vol Factor ETF 8.8 15 35 5.5 +2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 8.8 7 43 5.0 +1.9
DSTL Distillate US Fundamental Stability & Value ETF 8.8 39 11 7.4 +4.3
MTUM iShares MSCI USA Momentum Factor ETF 8.7 15 35 4.0 +0.9
FDG American Century Focused Dynamic Growth ETF 8.7 45 5 2.8 -0.3
SHE SPDR MSCI USA Gender Diversity ETF 8.7 20 30 5.0 +1.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.7 49 1 10.1 +7.0
MGC Vanguard Mega Cap ETF 8.6 7 43 4.8 +1.7
ILCV iShares Morningstar Value ETF 8.6 4 46 6.2 +3.1
USSE Segall Bryant & Hamill Select Equity ETF 8.6 65 -15 3.7 +0.6
HAPI Harbor Human Capital Factor US Large Cap ETF 8.6 36 14 4.6 +1.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 8.5 45 5 4.6 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.5 18 32 5.6 +2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 8.4 8 42 5.0 +1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.4 10 40 5.1 +2.0
UDI USCF Dividend Income Fund 8.3 65 -15 7.3 +4.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.3 60 -10 3.9 +0.8
JEPI JPMorgan Equity Premium Income ETF 8.3 35 15 5.1 +2.0
SPMO Invesco S&P 500 Momentum ETF 8.3 13 37 3.9 +0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.3 10 40 4.4 +1.3
PBE Invesco Biotechnology & Genome ETF 8.3 58 -8 -2.4 -5.5
IWL iShares Russell Top 200 ETF 8.3 15 35 4.7 +1.6
WRND IQ Global Equity R&D Leaders ETF 8.3 18 32 7.5 +4.4
XLG Invesco S&P 500 Top 50 ETF 8.2 20 30 4.5 +1.4
HLGE Hartford Longevity Economy ETF 8.2 44 6 5.9 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 8.2 42 8 5.1 +2.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 8.2 69 -19 -0.7 -3.8
DLN WisdomTree U.S. LargeCap Dividend Fund 8.2 28 22 5.7 +2.6
GGRW Gabelli Growth Innovators ETF 8.2 90 -40 2.5 -0.6
ANEW ProShares MSCI Transformational Changes ETF 8.1 45 5 3.5 +0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 8.1 15 35 4.7 +1.6
ADME Aptus Drawdown Managed Equity ETF 8.1 79 -29 4.1 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 8.1 9 41 4.9 +1.8
VIG Vanguard Dividend Appreciation ETF 8.1 6 44 5.5 +2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.1 15 35 4.7 +1.6
CGGO Capital Group Global Growth Equity ETF 8.1 47 3 4.5 +1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.0 10 40 4.5 +1.4
GNOM Global X Genomics & Biotechnology ETF 8.0 50 0 -5.3 -8.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.0 15 35 6.4 +3.3
SUSL iShares ESG MSCI USA Leaders ETF 8.0 10 40 5.2 +2.1
FBCV Fidelity Blue Chip Value ETF 8.0 59 -9 7.0 +3.9
CGUS Capital Group Core Equity ETF 7.9 33 17 4.4 +1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.9 7 43 4.9 +1.8
HLAL Wahed FTSE USA Shariah ETF 7.9 50 0 4.8 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 7.8 11 39 4.8 +1.7
VOTE TCW Transform 500 ETF 7.8 5 45 4.9 +1.8
BKLC BNY Mellon US Large Cap Core Equity ETF 7.8 0 50 5.1 +2.0
IPDP Dividend Performers ETF 7.8 122 -72 5.3 +2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.8 2 48 5.0 +1.9
SXQG ETC 6 Meridian Quality Growth ETF 7.8 100 -50 4.0 +0.9
XHS SPDR S&P Health Care Services ETF 7.8 35 15 5.9 +2.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 7.7 39 11 4.2 +1.1
FDLO Fidelity Low Volatility Factor ETF 7.7 15 35 5.2 +2.1
OEF iShares S&P 100 ETF 7.7 20 30 4.8 +1.7
VV Vanguard Large-Cap ETF 7.7 4 46 4.9 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.6 20 30 4.9 +1.8
FELC Fidelity Enhanced Large Cap Core ETF 7.6 18 32 5.3 +2.2
ROUS Hartford Multifactor US Equity ETF 7.6 19 31 6.6 +3.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.6 20 30 4.8 +1.7
IBRN iShares Neuroscience and Healthcare ETF 7.6 47 3 -4.8 -7.9
SCHG Schwab U.S. Large-Cap Growth ETF 7.6 4 46 4.4 +1.3
STRV Strive 500 ETF 7.5 5 45 4.9 +1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 7.5 15 35 4.9 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.5 75 -25 3.5 +0.4
SPMV Invesco S&P 500 Minimum Variance ETF 7.5 10 40 5.3 +2.2
SNPE Xtrackers S&P 500 ESG ETF 7.5 10 40 5.1 +2.0
EQWL Invesco S&P 100 Equal Weight ETF 7.5 25 25 6.3 +3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.5 11 39 5.0 +1.9
ILCB iShares Morningstar U.S. Equity ETF 7.5 3 47 5.0 +1.9
FBCG Fidelity Blue Chip Growth ETF 7.5 59 -9 2.8 -0.3
GINN Goldman Sachs Innovate Equity ETF 7.5 52 -2 2.8 -0.3
DFLV Dimensional US Large Cap Value ETF 7.5 22 28 7.5 +4.4
PBUS Invesco MSCI USA ETF 7.4 4 46 5.0 +1.9
IUS Invesco RAFI Strategic US ETF 7.4 19 31 6.9 +3.8
IVV iShares Core S&P 500 ETF 7.4 3 47 5.0 +1.9
SPY SPDR S&P 500 ETF Trust 7.4 9 41 5.0 +1.9
VOO Vanguard S&P 500 ETF 7.4 3 47 5.0 +1.9
SPLG SPDR Portfolio S&P 500 ETF 7.4 2 48 5.0 +1.9
RWL Invesco S&P 500 Revenue ETF 7.4 39 11 6.9 +3.8
ACVF American Conservative Values ETF 7.4 75 -25 4.2 +1.1
JMOM JPMorgan U.S. Momentum Factor ETF 7.4 12 38 4.5 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 7.4 13 37 5.0 +1.9
NACP Impact Shares NAACP Minority Empowerment ETF 7.3 49 1 5.0 +1.9
STXV Strive 1000 Value ETF 7.3 18 32 7.6 +4.5
KRMA Global X Conscious Companies ETF 7.3 43 7 5.7 +2.6
CHGX AXS Change Finance ESG ETF 7.3 49 1 5.2 +2.1
APUE ActivePassive U.S. Equity ETF 7.3 45 5 4.8 +1.7
DVND Touchstone Dividend Select ETF 7.3 67 -17 5.6 +2.5
GSPY Gotham Enhanced 500 ETF 7.3 50 0 5.1 +2.0
TINT ProShares Smart Materials ETF 7.3 58 -8 6.1 +3.0
ESGV Vanguard ESG U.S. Stock ETF 7.2 9 41 4.8 +1.7
TMFC Motley Fool 100 Index ETF 7.2 50 0 3.7 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 7.2 58 -8 7.7 +4.6
DFSU Dimensional US Sustainability Core 1 ETF 7.2 18 32 5.5 +2.4
SCHX Schwab U.S. Large-Cap ETF 7.2 3 47 5.1 +2.0
IWB iShares Russell 1000 ETF 7.2 15 35 4.9 +1.8
DTD WisdomTree U.S. Total Dividend Fund 7.2 28 22 6.0 +2.9
FDHT Fidelity Digital Health ETF 7.2 39 11 -2.2 -5.3
VONE Vanguard Russell 1000 ETF 7.2 8 42 4.9 +1.8
DURA VanEck Durable High Dividend ETF 7.2 29 21 7.3 +4.2
FVAL Fidelity Value Factor ETF 7.1 15 35 7.0 +3.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.1 29 21 6.4 +3.3
PFM Invesco Dividend Achievers ETF 7.1 53 -3 5.3 +2.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.1 29 21 4.3 +1.2
ESGU iShares ESG Aware MSCI USA ETF 7.1 15 35 5.0 +1.9
IYY iShares Dow Jones U.S. ETF 7.1 20 30 4.8 +1.7
DFUS Dimensional U.S. Equity ETF 7.1 9 41 4.9 +1.8
JAVA JPMorgan Active Value ETF 7.1 44 6 5.9 +2.8
QUVU Hartford Quality Value ETF 7.1 46 4 6.6 +3.5
FUNL CornerCap Fundametrics Large-Cap ETF 7.1 50 0 6.7 +3.6
XVV iShares ESG Screened S&P 500 ETF 7.0 8 42 4.9 +1.8
SCHK Schwab 1000 Index ETF 7.0 5 45 5.1 +2.0
VTI Vanguard Total Stock Market ETF 7.0 3 47 4.8 +1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.0 60 -10 4.7 +1.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 7.0 3 47 5.1 +2.0
BKWO BNY Mellon Women's Opportunities ETF 7.0 50 0 3.9 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.0 12 38 4.5 +1.4
STXG Strive 1000 Growth ETF 7.0 18 32 4.0 +0.9
GDIV Harbor Dividend Growth Leaders ETF 7.0 50 0 5.7 +2.6
OALC OneAscent Large Cap Core ETF 7.0 86 -36 4.3 +1.2
DFVX Dimensional US Large Cap Vector ETF 6.9 22 28 6.1 +3.0
VTHR Vanguard Russell 3000 ETF 6.9 10 40 4.8 +1.7
IWV iShares Russell 3000 ETF 6.9 20 30 4.7 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 6.9 37 13 3.9 +0.8
FDRR Fidelity Dividend ETF for Rising Rates 6.9 15 35 7.3 +4.2
RFFC ALPS Active Equity Opportunity ETF 6.9 48 2 4.0 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.8 3 47 4.8 +1.7
JHML John Hancock Multifactor Large Cap ETF 6.8 29 21 5.3 +2.2
EPS WisdomTree U.S. LargeCap Fund 6.8 8 42 5.9 +2.8
GDEF Goldman Sachs Defensive Equity ETF 6.8 55 -5 4.7 +1.6
SCHB Schwab U.S. Broad Market ETF 6.8 3 47 5.0 +1.9
RVRB Reverb ETF 6.7 30 20 4.7 +1.6
JVAL JPMorgan U.S. Value Factor ETF 6.7 12 38 7.8 +4.7
DFNV Donoghue Forlines Innovation ETF 6.7 69 -19 4.7 +1.6
RECS Columbia Research Enhanced Core ETF 6.7 15 35 5.5 +2.4
HDV iShares Core High Dividend ETF 6.7 8 42 7.2 +4.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.6 9 41 5.4 +2.3
DFUV Dimensional US Marketwide Value ETF 6.5 22 28 7.3 +4.2
FNDX Schwab Fundamental US Large Co. Index ETF 6.5 25 25 6.9 +3.8
XHE SPDR S&P Health Care Equipment ETF 6.5 35 15 1.9 -1.2
IOO iShares Global 100 ETF 6.5 41 9 4.9 +1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.5 14 36 5.0 +1.9
REVS Columbia Research Enhanced Value ETF 6.5 19 31 7.4 +4.3
ACWV iShares MSCI Global Min Vol Factor ETF 6.5 20 30 6.7 +3.6
QWLD SPDR MSCI World StrategicFactors ETF 6.5 30 20 6.1 +3.0
YLDE ClearBridge Dividend Strategy ESG ETF 6.5 60 -10 5.0 +1.9
DFAU Dimensional US Core Equity Market ETF 6.5 12 38 5.1 +2.0
MBOX Freedom Day Dividend ETF 6.4 39 11 7.4 +4.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.4 12 38 4.5 +1.4
SFY SoFi Select 500 ETF 6.4 0 50 4.5 +1.4
NANC Unusual Whales Subversive Democratic Trading ETF 6.3 75 -25 3.9 +0.8
JGLO JPMorgan Global Select Equity ETF 6.3 33 17 4.4 +1.3
PRF Invesco FTSE RAFI US 1000 ETF 6.3 39 11 6.9 +3.8
TTAC FCF US Quality ETF 6.3 59 -9 6.3 +3.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.2 29 21 6.9 +3.8
LRGF iShares U.S. Equity Factor ETF 6.2 8 42 5.7 +2.6
VFLO VictoryShares Free Cash Flow ETF 6.2 39 11 9.3 +6.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.2 25 25 5.3 +2.2
HDUS Hartford Disciplined US Equity ETF 6.2 19 31 6.0 +2.9
NULC Nuveen ESG Large-Cap ETF 6.2 21 29 5.3 +2.2
LVOL American Century Low Volatility ETF 6.1 29 21 4.8 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 6.1 25 25 6.9 +3.8
NULG Nuveen ESG Large-Cap Growth ETF 6.1 26 24 4.2 +1.1
FDMO Fidelity Momentum Factor ETF 6.1 15 35 4.1 +1.0
LCF Touchstone US Large Cap Focused ETF 6.1 69 -19 4.1 +1.0
QLC FlexShares US Quality Large Cap Index Fund 6.1 25 25 5.4 +2.3
VFQY Vanguard U.S. Quality Factor ETF 6.1 13 37 7.5 +4.4
SUSA iShares MSCI USA ESG Select ETF 6.1 25 25 5.1 +2.0
DCOR Dimensional US Core Equity 1 ETF 6.0 14 36 5.4 +2.3
GK AdvisorShares Gerber Kawasaki ETF 6.0 75 -25 3.3 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 6.0 4 46 6.5 +3.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 6.0 106 -56 3.5 +0.4
VYM Vanguard High Dividend Yield Index ETF 6.0 6 44 6.8 +3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 5.9 9 41 5.2 +2.1
FSST Fidelity Sustainable U.S. Equity ETF 5.9 59 -9 2.5 -0.6
KONG Formidable Fortress ETF 5.9 89 -39 5.5 +2.4
DFAC Dimensional U.S. Core Equity 2 ETF 5.9 17 33 5.4 +2.3
ILCG iShares Morningstar Growth ETF 5.9 4 46 4.0 +0.9
TOK iShares MSCI Kokusai ETF 5.8 26 24 5.0 +1.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.8 9 41 5.0 +1.9
BDAIX Baron Durable Advantage 5.7 75 -25 3.7 +0.6
RUNN Running Oak Efficient Growth ETF 5.7 58 -8 4.8 +1.7
FLRG Fidelity U.S. Multifactor ETF 5.7 15 35 7.3 +4.2
RAYD Rayliant Quantitative Developed Market Equity ETF 5.7 80 -30 3.9 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.7 12 38 4.8 +1.7
DIVZ TrueShares Low Volatility Equity Income ETF 5.6 65 -15 7.3 +4.2
VLU SPDR S&P 1500 Value Tilt ETF 5.6 12 38 6.8 +3.7
FFND Future Fund Active ETF 5.6 100 -50 -0.7 -3.8
KRUZ Unusual Whales Subversive Republican Trading ETF 5.6 75 -25 5.5 +2.4
BFTHX Baron Fifth Avenue Growth Retail 5.5 75 -25 1.7 -1.4
PWV Invesco Large Cap Value ETF 5.5 55 -5 6.9 +3.8
KLMT Invesco MSCI Global Climate 500 ETF 5.5 10 40 5.4 +2.3
FTCS First Trust Capital Strength ETF 5.5 55 -5 5.6 +2.5
INEQ Columbia International Equity Income ETF 5.5 45 5 6.5 +3.4
URTH iShares MSCI World ETF 5.5 24 26 5.3 +2.2
AFLG First Trust Active Factor Large Cap ETF 5.5 55 -5 5.9 +2.8
BIBL Inspire 100 ETF 5.5 35 15 5.1 +2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.4 9 41 5.8 +2.7
FQAL Fidelity Quality Factor ETF 5.4 15 35 5.7 +2.6
IVW iShares S&P 500 Growth ETF 5.4 18 32 4.5 +1.4
VOOG Vanguard S&P 500 Growth ETF 5.4 10 40 4.6 +1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 5.4 4 46 4.6 +1.5
FPX First Trust US Equity Opportunities ETF 5.4 61 -11 1.6 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.3 39 11 4.5 +1.4
CFA VictoryShares US 500 Volatility Wtd ETF 5.3 35 15 5.7 +2.6
VUSE Vident U.S. Equity Strategy ETF 5.3 50 0 4.4 +1.3
IWY iShares Russell Top 200 Growth ETF 5.3 20 30 4.6 +1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.3 40 10 5.6 +2.5
MGK Vanguard Mega Cap Growth ETF 5.3 7 43 4.3 +1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.2 60 -10 4.8 +1.7
IUSG iShares Core S&P U.S. Growth ETF 5.2 4 46 4.7 +1.6
AVSU Avantis Responsible U.S. Equity ETF 5.2 15 35 6.1 +3.0
CGDV Capital Group Dividend Value ETF 5.2 33 17 5.4 +2.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.2 25 25 5.6 +2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.2 15 35 4.6 +1.5
VEGN US Vegan Climate ETF 5.1 60 -10 4.5 +1.4
IWF iShares Russell 1000 Growth ETF 5.1 19 31 4.5 +1.4
VONG Vanguard Russell 1000 Growth ETF 5.1 8 42 4.6 +1.5
SRHQ SRH U.S. Quality ETF 5.1 35 15 7.5 +4.4
FCPI Fidelity Stocks for Inflation ETF 5.1 15 35 8.2 +5.1
NULV Nuveen ESG Large-Cap Value ETF 5.1 26 24 6.7 +3.6
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 1 6.3 +3.2
JQUA JPMorgan U.S. Quality Factor ETF 5.1 12 38 5.8 +2.7
QDF FlexShares Quality Dividend Index Fund 5.1 37 13 4.2 +1.1
CATH Global X S&P 500 Catholic Values Custom ETF 5.0 29 21 4.9 +1.8
ULVM VictoryShares US Value Momentum ETF 5.0 20 30 7.2 +4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.0 20 30 5.3 +2.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.0 20 30 5.6 +2.5
FELG Fidelity Enhanced Large Cap Growth ETF 5.0 18 32 4.6 +1.5
CGDG Capital Group Dividend Growers ETF 5.0 47 3 6.6 +3.5
ACWI iShares MSCI ACWI ETF 4.9 32 18 5.4 +2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 30 6.3 +3.2
SIZE iShares MSCI USA Size Factor ETF 4.9 15 35 5.7 +2.6
QQQN VictoryShares Nasdaq Next 50 ETF 4.9 18 32 4.7 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 4.8 9 41 5.8 +2.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.8 15 35 4.3 +1.2
IQM Franklin Intelligent Machines ETF 4.8 50 0 3.3 +0.2
BOTZ Global X Robotics & Artificial Intelligence ETF 4.8 69 -19 2.5 -0.6
AVUS Avantis U.S. Equity ETF 4.8 15 35 5.7 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.7 9 41 5.5 +2.4
SSPY Syntax Stratified LargeCap ETF 4.7 30 20 6.3 +3.2
VUG Vanguard Growth ETF 4.7 4 46 4.2 +1.1
JHDV John Hancock U.S. High Dividend ETF 4.7 34 16 6.1 +3.0
SMRI Bushido Capital US Equity ETF 4.6 71 -21 8.3 +5.2
QGRW WisdomTree U.S. Quality Growth Fund 4.6 28 22 4.8 +1.7
EVX VanEck Environmental Services ETF 4.6 55 -5 3.9 +0.8
USMF WisdomTree U.S. Multifactor Fund 4.6 28 22 7.2 +4.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.5 56 -6 5.9 +2.8
ABEQ Absolute Select Value ETF 4.5 85 -35 4.3 +1.2
EQUL IQ Engender Equality ETF 4.5 45 5 5.7 +2.6
AUSF Global X Adaptive U.S. Factor ETF 4.5 27 23 8.5 +5.4
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 30 6.1 +3.0
PWB Invesco Large Cap Growth ETF 4.5 56 -6 3.3 +0.2
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -10 3.8 +0.7
DIVB iShares Core Dividend ETF 4.5 5 45 7.5 +4.4
PAWZ ProShares Pet Care ETF 4.5 50 0 3.7 +0.6
DGT SPDR Global Dow ETF 4.5 50 0 7.0 +3.9
VT Vanguard Total World Stock ETF 4.4 7 43 5.6 +2.5
ACSI American Customer Satisfaction ETF 4.4 65 -15 4.4 +1.3
CCMG CCM Global Equity ETF 4.4 34 16 7.7 +4.6
CWS AdvisorShares Focused Equity ETF 4.4 84 -34 4.5 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.4 18 32 7.2 +4.1
MOAT VanEck Morningstar Wide Moat ETF 4.4 46 4 5.4 +2.3
SIXL ETC 6 Meridian Low Beta Equity ETF 4.4 80 -30 4.3 +1.2
FDWM Fidelity Women's Leadership ETF 4.3 59 -9 4.6 +1.5
PSET Principal Quality ETF 4.2 15 35 5.2 +2.1
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 21 9.7 +6.6
FLV American Century Focused Large Cap Value ETF 4.2 42 8 6.4 +3.3
PDP Invesco Dorsey Wright Momentum ETF 4.2 62 -12 4.1 +1.0
GLOF iShares Global Equity Factor ETF 4.2 20 30 7.1 +4.0
CRTC Xtrackers US National Critical Technologies ETF 4.1 35 15 5.1 +2.0
PRAY FIS Christian Stock Fund 4.0 69 -19 5.7 +2.6
JSTC Adasina Social Justice All Cap Global ETF 4.0 89 -39 5.2 +2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 4.0 18 32 4.6 +1.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.0 60 -10 8.6 +5.5
RJMG FT Raymond James Multicap Growth Equity ETF 4.0 85 -35 2.7 -0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.0 15 35 9.4 +6.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -2 5.2 +2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.0 58 -8 5.1 +2.0
XT iShares Exponential Technologies ETF 4.0 46 4 4.8 +1.7
PTL Inspire 500 ETF 4.0 9 41 5.7 +2.6
SDOG ALPS Sector Dividend Dogs ETF 4.0 36 14 9.2 +6.1
INCE Franklin Income Equity Focus ETF 3.9 29 21 5.5 +2.4
MOTE VanEck Morningstar ESG Moat ETF 3.9 49 1 5.1 +2.0
ARKG ARK Genomic Revolution ETF 3.9 75 -25 -4.7 -7.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.8 20 30 1.1 -2.0
TOLL Tema Monopolies and Oligopolies ETF 3.8 75 -25 2.9 -0.2
DSI iShares MSCI KLD 400 Social ETF 3.8 25 25 5.1 +2.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.8 12 38 5.2 +2.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.8 55 -5 4.2 +1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.8 15 35 7.2 +4.1
APIE ActivePassive International Equity ETF 3.7 45 5 8.2 +5.1
VLUE iShares MSCI USA Value Factor ETF 3.7 15 35 10.2 +7.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.7 30 20 4.7 +1.6
KNO AXS Knowledge Leaders ETF 3.7 78 -28 4.9 +1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 12 5.9 +2.8
FDIV MarketDesk Focused U.S. Dividend ETF 3.6 35 15 5.1 +2.0
WLDR Affinity World Leaders Equity ETF 3.6 67 -17 8.2 +5.1
AADR AdvisorShares Dorsey Wright ADR ETF 3.5 110 -60 5.7 +2.6
PKW Invesco Buyback Achievers ETF 3.5 62 -12 6.6 +3.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.5 50 0 7.5 +4.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -15 2.9 -0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 20 8.2 +5.1
AIEQ AI Powered Equity ETF 3.4 75 -25 5.4 +2.3
SHRY First Trust Bloomberg Shareholder Yield ETF 3.4 60 -10 6.8 +3.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.4 35 15 4.6 +1.5
ROE Astoria US Quality Kings ETF 3.4 49 1 7.2 +4.1
QVAL Alpha Architect US Quantitative Value ETF 3.4 39 11 10.1 +7.0
PID Invesco International Dividend Achievers ETF 3.4 53 -3 7.0 +3.9
FVD First Trust Value Line Dividend Index Fund 3.3 65 -15 6.2 +3.1
VBK Vanguard Small-Cap Growth ETF 3.3 7 43 1.3 -1.8
DIVL Madison Dividend Value ETF 3.3 65 -15 5.5 +2.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.3 79 -29 5.2 +2.1
CVAR Cultivar ETF 3.2 87 -37 6.6 +3.5
FLDZ RiverNorth Patriot ETF 3.2 75 -25 5.5 +2.4
SMOT VanEck Morningstar SMID Moat ETF 3.2 49 1 5.9 +2.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.2 25 25 5.2 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.2 60 -10 4.9 +1.8
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -9 5.7 +2.6
SPLV Invesco S&P 500 Low Volatility ETF 3.2 25 25 5.2 +2.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.2 49 1 4.7 +1.6
USXF iShares ESG Advanced MSCI USA ETF 3.1 10 40 5.0 +1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.1 70 -20 4.5 +1.4
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -20 0.6 -2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.1 58 -8 4.5 +1.4
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 33 6.9 +3.8
ITAN Sparkline Intangible Value ETF 3.0 50 0 5.9 +2.8
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 35 7.3 +4.2
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 46 6.1 +3.0
FDL First Trust Morningstar Dividend Leaders Index Fund 2.9 45 5 9.0 +5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 44 4.2 +1.1
VSDA VictoryShares Dividend Accelerator ETF 2.9 35 15 6.6 +3.5
QQMG Invesco ESG NASDAQ 100 ETF 2.9 20 30 4.7 +1.6
VFMF Vanguard U.S. Multifactor ETF 2.8 18 32 8.6 +5.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.8 45 5 4.8 +1.7
QQQ Invesco QQQ Trust Series I 2.8 20 30 4.5 +1.4
CNCR Range Cancer Therapeutics ETF 2.8 79 -29 0.0 -3.1
QQQM Invesco NASDAQ 100 ETF 2.8 15 35 4.6 +1.5
IWR iShares Russell Midcap ETF 2.8 19 31 5.6 +2.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.8 20 30 6.5 +3.4
DUSA Davis Select U.S. Equity ETF 2.8 61 -11 7.4 +4.3
DWLD Davis Select Worldwide ETF 2.8 63 -13 6.6 +3.5
IMCB iShares Morningstar Mid-Cap ETF 2.8 4 46 5.9 +2.8
BFOR ALPS Barron's 400 ETF 2.8 65 -15 5.9 +2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 35 5.9 +2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.7 59 -9 2.7 -0.4
SPHQ Invesco S&P 500 Quality ETF 2.7 15 35 5.6 +2.5
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 0 4.5 +1.4
DIVS SmartETFs Dividend Builder ETF 2.7 65 -15 4.9 +1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 46 5.8 +2.7
GVLU Gotham 1000 Value ETF 2.6 50 0 7.4 +4.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.6 30 20 5.8 +2.7
TMFM Motley Fool Mid-Cap Growth ETF 2.6 85 -35 3.2 +0.1
NTZG Nuveen Global Net Zero Transition ETF 2.6 56 -6 4.8 +1.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 23 6.9 +3.8
POWA Invesco Bloomberg Pricing Power ETF 2.6 40 10 5.4 +2.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.6 20 30 7.6 +4.5
IWS iShares Russell Mid-Cap Value ETF 2.5 23 27 6.4 +3.3
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.5 69 -19 8.5 +5.4
XJH iShares ESG Screened S&P Mid-Cap ETF 2.5 12 38 6.6 +3.5
VFVA Vanguard U.S. Value Factor ETF 2.5 13 37 10.3 +7.2
FPXI First Trust International Equity Opportunities ETF 2.4 70 -20 6.8 +3.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -14 2.1 -1.0
PEXL Pacer US Export Leaders ETF 2.4 60 -10 5.4 +2.3
SFYX SoFi Next 500 ETF 2.4 0 50 4.9 +1.8
FMDE Fidelity Enhanced Mid Cap ETF 2.4 23 27 6.2 +3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 26 7.5 +4.4
SAGP Strategas Global Policy Opportunities ETF 2.4 65 -15 5.3 +2.2
IWP iShares Russell Mid-Cap Growth ETF 2.4 23 27 3.4 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -25 5.3 +2.2
MDY SPDR S&P Midcap 400 ETF Trust 2.3 24 26 6.4 +3.3
IJH iShares Core S&P Mid-Cap ETF 2.3 5 45 6.6 +3.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 33 5.9 +2.8
CBSE Clough Select Equity ETF 2.3 85 -35 1.4 -1.8
FBOT Fidelity Disruptive Automation ETF 2.3 50 0 3.7 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 8 6.2 +3.1
AOTG AOT Growth and Innovation ETF 2.3 75 -25 3.2 +0.1
IVOO Vanguard S&P Mid-Cap 400 ETF 2.3 10 40 6.5 +3.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.3 3 47 6.6 +3.5
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 30 6.9 +3.8
VXF Vanguard Extended Market ETF 2.3 6 44 3.8 +0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.3 15 35 5.9 +2.8
TMDV ProShares Russell US Dividend Growers ETF 2.3 35 15 5.9 +2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 35 5.9 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 37 2.2 -0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.2 35 15 7.7 +4.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.2 38 12 7.7 +4.6
AESR Anfield U.S. Equity Sector Rotation ETF 2.2 108 -58 4.1 +1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.2 60 -10 4.1 +1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.2 35 15 5.7 +2.6
FDVV Fidelity High Dividend ETF 2.2 15 35 8.7 +5.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.2 40 10 6.3 +3.2
EMOT First Trust S&P 500 Economic Moat ETF 2.2 60 -10 6.8 +3.7
IBOT Vaneck Robotics ETF 2.1 47 3 4.1 +1.0
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 44 7.6 +4.5
ONEQ Fidelity Nasdaq Composite Index ETF 2.1 21 29 3.8 +0.7
BTHM BlackRock Future U.S. Themes ETF 2.1 60 -10 4.1 +1.0
SDY SPDR S&P Dividend ETF 2.1 35 15 5.8 +2.7
VOT Vanguard Mid-Cap Growth ETF 2.1 7 43 3.7 +0.6
BIOPX Baron Opportunity Retail 2.1 75 -25 1.1 -2.1
JOET Virtus Terranova US Quality Momentum ETF 2.1 29 21 4.9 +1.8
SMDY Syntax Stratified MidCap ETF 2.1 35 15 5.7 +2.6
RPV Invesco S&P 500 Pure Value ETF 2.1 35 15 10.2 +7.1
DSTX Distillate International Fundamental Stability & Value ETF 2.1 55 -5 8.2 +5.1
VO Vanguard Mid-Cap ETF 2.1 4 46 5.5 +2.4
WCEO Hypatia Women CEO ETF 2.0 85 -35 4.2 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -20 2.9 -0.2
EDOC Global X Telemedicine & Digital Health ETF Registered 2.0 68 -18 -4.1 -7.2
DTEC ALPS Disruptive Technologies ETF 2.0 50 0 3.8 +0.7
QGRO American Century U.S. Quality Growth ETF 2.0 29 21 4.7 +1.6
BARAX Baron Asset Retail 2.0 75 -25 3.3 +0.2
VALQ American Century U.S. Quality Value ETF 2.0 29 21 7.3 +4.2
AVDE Avantis International Equity ETF 2.0 23 27 8.1 +5.0
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.9 79 -29 0.0 -3.1
INNO Harbor Disruptive Innovation ETF 1.9 75 -25 1.7 -1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 35 6.8 +3.7
VB Vanguard Small-Cap ETF 1.9 5 45 5.0 +1.9
ROBO ROBO Global Robotics & Automation Index ETF 1.9 95 -45 3.6 +0.5
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 37 9.3 +6.2
GURU Global X Guru Index ETF 1.9 75 -25 1.7 -1.4
ETHO Etho Climate Leadership U.S. ETF 1.8 47 3 3.5 +0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -25 6.9 +3.8
ONEY SPDR Russell 1000 Yield Focus ETF 1.8 20 30 9.4 +6.3
BLES Inspire Global Hope ETF 1.8 61 -11 6.4 +3.3
IJJ iShares S&P Mid-Cap 400 Value ETF 1.8 18 32 7.3 +4.2
XLI Industrial Select Sector SPDR Fund 1.8 9 41 4.3 +1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -45 1.4 -1.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 15 35 7.3 +4.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.8 15 35 7.3 +4.2
DVY iShares Select Dividend ETF 1.8 38 12 8.2 +5.1
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 30 7.6 +4.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.7 39 11 7.1 +4.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 41 3.5 +0.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.7 30 20 8.0 +4.9
XMMO Invesco S&P MidCap Momentum ETF 1.7 34 16 5.7 +2.6
LYLD Cambria Large Cap Shareholder Yield ETF 1.7 59 -9 9.2 +6.1
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 11 8.1 +5.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.6 60 -10 6.0 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 43 5.5 +2.4
ARKK ARK Innovation ETF 1.6 75 -25 -3.6 -6.7
SPHB Invesco S&P 500 High Beta ETF 1.6 25 25 3.5 +0.4
ICAP InfraCap Equity Income Fund ETF 1.6 171 -121 6.1 +3.0
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 38 8.9 +5.8
SMMD iShares Russell 2500 ETF 1.5 15 35 5.8 +2.7
MAGA Point Bridge America First ETF 1.5 72 -22 5.7 +2.6
FTGS First Trust Growth Strength ETF 1.5 60 -10 5.5 +2.4
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 0 9.2 +6.1
TMFX Motley Fool Next Index ETF 1.5 50 0 3.0 -0.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -9 8.1 +5.0
DHS WisdomTree U.S. High Dividend Fund 1.5 38 12 7.8 +4.7
SQEW LeaderShares Equity Skew ETF 1.5 81 -31 4.0 +0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 5 3.2 +0.1
SBIO ALPS Medical Breakthroughs ETF 1.4 50 0 -2.0 -5.1
FIDU Fidelity MSCI Industrial Index ETF 1.4 8 42 4.6 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 35 5.0 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 33 4.9 +1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 35 6.9 +3.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 44 2.3 -0.8
VIS Vanguard Industrials ETF 1.4 10 40 4.3 +1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 31 19 3.6 +0.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.4 7 43 8.8 +5.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -15 0.4 -2.7
CSMD Congress SMid Growth ETF 1.3 69 -19 4.2 +1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.3 52 -2 10.2 +7.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.3 52 -2 5.5 +2.4
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 1 5.4 +2.3
IWO iShares Russell 2000 Growth ETF 1.3 24 26 0.6 -2.5
VTWG Vanguard Russell 2000 Growth ETF 1.3 15 35 0.7 -2.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -25 2.6 -0.5
VOE Vanguard Mid-Cap Value ETF 1.3 7 43 6.9 +3.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 19 6.7 +3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 -10 1.7 -1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 26 7.2 +4.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.2 40 10 4.2 +1.1
DEW WisdomTree Global High Dividend Fund 1.2 58 -8 8.6 +5.5
SURE AdvisorShares Insiders Advantage ETF 1.2 90 -40 9.4 +6.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.2 65 -15 4.8 +1.7
PSC Principal U.S. Small-Cap ETF 1.2 38 12 6.1 +3.0
FOVL iShares Focused Value Factor ETF 1.1 25 25 9.0 +5.9
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 15 3.7 +0.6
IYJ iShares U.S. Industrials ETF 1.1 40 10 4.7 +1.6
BNE Blue Horizon BNE ETF 1.1 87 -37 4.5 +1.4
MVPS Amplify Thematic All-Stars ETF 1.1 49 1 3.0 -0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -10 7.1 +4.0
RWK Invesco S&P MidCap 400 Revenue ETF 1.1 39 11 7.1 +4.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 46 4.9 +1.8
TXS Texas Capital Texas Equity Index ETF 1.1 49 1 5.1 +2.0
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 35 7.0 +3.9
PSIL AdvisorShares Psychedelics ETF 1.0 99 -49 -5.4 -8.5
EXI iShares Global Industrials ETF 1.0 42 8 4.6 +1.5
BUZZ VanEck Social Sentiment ETF 1.0 75 -25 0.8 -2.3
BDFIX Baron Discovery 1.0 75 -25 0.2 -2.9
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -10 6.4 +3.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -17 9.1 +6.0
TMFS Motley Fool Small-Cap Growth ETF 1.0 85 -35 2.9 -0.2
ISCB iShares Morningstar Small-Cap ETF 1.0 4 46 4.9 +1.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 30 4.1 +1.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.9 61 -11 6.4 +3.3
SYLD Cambria Shareholder Yield ETF 0.9 59 -9 11.0 +7.9
FFTY Innovator IBD 50 ETF 0.9 80 -30 -0.4 -3.5
FESM Fidelity Enhanced Small Cap ETF 0.9 28 22 1.8 -1.3
RSSL Global X Russell 2000 ETF 0.9 8 42 2.7 -0.4
IWM iShares Russell 2000 ETF 0.9 19 31 2.9 -0.2
VTWO Vanguard Russell 2000 ETF 0.9 10 40 3.0 -0.1
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -49 5.4 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 11 4.3 +1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.9 60 -10 7.6 +4.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -10 6.3 +3.2
FENI Fidelity Enhanced International ETF 0.8 28 22 8.1 +5.0
ISMD Inspire Small/Mid Cap ETF 0.8 54 -4 5.5 +2.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.8 85 -35 4.0 +0.9
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -15 7.1 +4.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 25 6.2 +3.1
FSCS First Trust SMID Capital Strength ETF 0.8 60 -10 6.6 +3.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 25 7.4 +4.3
MGRO VanEck Morningstar Wide Moat Growth ETF 0.7 49 1 4.5 +1.4
DEMZ Democratic Large Cap Core ETF 0.7 45 5 4.1 +1.0
EZM WisdomTree U.S. MidCap Fund 0.7 38 12 7.6 +4.5
VBR Vanguard Small Cap Value ETF 0.7 7 43 7.7 +4.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.7 47 3 5.4 +2.3
CVY Invesco Zacks Multi-Asset Income ETF 0.6 106 -56 10.2 +7.1
SCHA Schwab U.S. Small-Cap ETF 0.6 4 46 4.6 +1.5
PY Principal Value ETF 0.6 15 35 7.1 +4.0
YALL God Bless America ETF 0.6 65 -15 3.6 +0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 35 6.7 +3.6
STXK Strive Small-Cap ETF 0.6 18 32 5.1 +2.0
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 6.8 +3.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 25 10.6 +7.5
BGAIX Baron Global Advantage 0.5 75 -25 0.7 -2.5
BIGFX Baron International Growth Retail 0.5 75 -25 3.2 +0.1
AVIV Avantis International Large Cap Value ETF 0.5 25 25 9.1 +6.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 15 8.3 +5.2
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 25 6.7 +3.6
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 11 10.4 +7.3
VAMO Cambria Value & Momentum ETF 0.5 61 -11 8.6 +5.5
SFYF SoFi Social 50 ETF 0.5 29 21 -2.5 -5.6
VTWV Vanguard Russell 2000 Value ETF 0.4 15 35 5.1 +2.0
IWN iShares Russell 2000 Value ETF 0.4 24 26 5.0 +1.9
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 25 4.9 +1.8
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -25 6.5 +3.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -21 0.3 -2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 30 4.8 +1.7
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 44 7.5 +4.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.4 49 1 5.4 +2.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.4 52 -2 7.1 +4.0
DFIC Dimensional International Core Equity 2 ETF 0.3 23 27 7.6 +4.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.3 20 30 -10.7 -13.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.3 60 -10 6.9 +3.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 5 -0.3 -3.4
DFAS Dimensional U.S. Small Cap ETF 0.3 26 24 5.7 +2.6
ACTV LeaderShares Activist Leaders ETF 0.3 75 -25 6.4 +3.3
TMFG Motley Fool Global Opportunities ETF 0.3 85 -35 3.3 +0.2
IQSI IQ Candriam International Equity ETF 0.3 15 35 6.6 +3.5
WCLD WisdomTree Cloud Computing Fund 0.3 45 5 1.7 -1.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.3 48 2 2.0 -1.1
FDN First Trust Dow Jones Internet Index Fund 0.3 52 -2 3.3 +0.2
FDND FT Vest Dow Jones Internet & Target Income ETF 0.3 75 -25 3.1 -0.0
SKYY First Trust Cloud Computing ETF 0.3 60 -10 3.1 -0.0
XITK SPDR FactSet Innovative Technology ETF 0.3 45 5 2.5 -0.6
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 32 4.4 +1.3
VNSE Natixis Vaughan Nelson Select ETF 0.2 80 -30 3.2 +0.1
RSHO Tema American Reshoring ETF 0.2 75 -25 3.5 +0.4
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 15 2.0 -1.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.2 9 41 4.7 +1.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -11 5.7 +2.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 38 7.7 +4.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 7.0 +3.9
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 12 8.0 +4.9
NUSC Nuveen ESG Small-Cap ETF 0.2 31 19 5.1 +2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 11 6.1 +3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -20 10.4 +7.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 7.2 +4.1
DIHP Dimensional International High Profitability ETF 0.1 29 21 7.6 +4.5
PRNT 3D Printing ETF 0.1 66 -16 0.7 -2.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 7.0 +3.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 20 7.9 +4.8
VAW Vanguard Materials ETF 0.1 10 40 6.1 +3.0
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 6.3 +3.2
FMAT Fidelity MSCI Materials Index ETF 0.1 8 42 6.2 +3.1
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 0 4.7 +1.6
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.3 +5.2
IWC iShares Micro-Cap ETF 0.1 60 -10 -5.1 -8.2
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -2 3.8 +0.7
CSD Invesco S&P Spin-Off ETF 0.1 65 -15 8.7 +5.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -7 3.4 +0.3
TEQI T. Rowe Price Equity Income ETF 0.0 54 -4 3.9 +0.8
GSFP Goldman Sachs Future Planet Equity ETF 0.0 75 -25 4.3 +1.2
TEMP JPMorgan Climate Change Solutions ETF 0.0 49 1 5.3 +2.2
EBLU Ecofin Global Water ESG Fund 0.0 40 10 5.0 +1.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.0 39 11 11.2 +8.1
FIW First Trust Water ETF 0.0 53 -3 4.8 +1.7
CGW Invesco S&P Global Water Index ETF 0.0 57 -7 4.4 +1.3
CZA Invesco Zacks Mid-Cap ETF 0.0 72 -22 6.2 +3.1
PHO Invesco Water Resources ETF 0.0 60 -10 4.7 +1.6
PIO Invesco Global Water ETF 0.0 75 -25 5.2 +2.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.0 45 5 -6.9 -10.0
NVIR Horizon Kinetics Energy and Remediation ETF 0.0 85 -35 1.9 -1.2
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 9.1 +6.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.0 38 12 7.1 +4.0
EES WisdomTree U.S. SmallCap Fund 0.0 38 12 9.5 +6.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.0 35 15 6.9 +3.8
ROSC Hartford Multifactor Small Cap ETF 0.0 34 16 9.0 +5.9
SSLY Syntax Stratified SmallCap ETF 0.0 40 10 7.2 +4.1
PSCH Invesco S&P SmallCap Health Care ETF 0.0 29 21 4.2 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 11 7.8 +4.7
IJR iShares Core S&P Small Cap ETF 0.0 6 44 6.8 +3.7
IJS iShares S&P Small-Cap 600 Value ETF 0.0 18 32 7.6 +4.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.0 12 38 7.7 +4.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 35 7.7 +4.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 3 47 6.9 +3.8
WBIY WBI Power Factor High Dividend ETF 0.0 100 -50 10.3 +7.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 40 7.4 +4.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 35 8.4 +5.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.0 39 11 8.8 +5.7
SCHD Schwab US Dividend Equity ETF 0.0 6 44 9.3 +6.2
COWZ Pacer US Cash Cows 100 ETF 0.0 49 1 10.2 +7.1
COWS Amplify Cash Flow Dividend Leaders ETF 0.0 0 50 11.0 +7.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 47 7.4 +4.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 7.7 +4.6
DFIV Dimensional International Value ETF 0.0 27 23 10.1 +7.0
TIME Clockwise Core Equity & Innovation ETF -0.1 95 -45 1.9 -1.2

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.6 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 3.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.43 CATEGORY
AVERAGE		 1.57
 
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.