Simplify Health Care ETF
ALTAR
Score™
4.7% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
22.6x P/Sales
ratio
1.9x
P/BV
ratio
4.0x Div.
yield
0.9%


  • 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) $51
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 55
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 7.9 %
JOHNSON & JOHNSON 4.9 %
CIGNA CORPORATION 4.1 %
CENTENE CORP 3.8 %
LANTHEUS HOLDINGS INC 3.3 %
STRYKER CORP 3.2 %
ANTHEM INC 3.2 %
ELI LILLY & CO 3.1 %
MCKESSON CORP 2.9 %
HORIZON PHARMA PLC 2.8 %
Total 39.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 73.6 %
IRELAND 4.1 %
BRITAIN 1.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.5% -- -- -- -6.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $25.08
30d moving avg. $26.39
Annualized volatility 0.0%
Short interest (ETF) 4.8%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 105
Turnover 5.1%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $19,959

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 693 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™: 4.7%


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
(%)
IEHS iShares Evolved U.S. Healthcare Staples ETF 48.3 18 32 5.9 +1.2
VHT Vanguard Health Care Index Fund 46.7 10 40 6.2 +1.5
JHMH John Hancock Multifactor Healthcare ETF 46.6 40 10 6.9 +2.2
FHLC Fidelity MSCI Health Care Index ETF 46.6 8 42 6.2 +1.5
XLV Health Care Select Sector SPDR Fund 46.5 10 40 7.7 +3.0
IYH iShares U.S. Healthcare ETF 45.1 43 7 6.8 +2.1
IXJ iShares Global Healthcare ETF 40.5 43 7 6.7 +2.0
RYH Invesco S&P 500 Equal Weight Health Care ETF 39.0 40 10 6.9 +2.2
FXH First Trust Health Care AlphaDEX Fund 34.6 61 -11 7.1 +2.4
IHF iShares U.S. Healthcare Providers ETF 27.9 42 8 6.2 +1.5
PTH Invesco DWA Healthcare Momentum ETF 26.0 60 -10 2.2 -2.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 24.3 60 -10 6.0 +1.3
BMED BlackRock Future Health ETF 24.3 85 -35 2.0 -2.7
HART IQ Healthy Hearts ETF 21.9 45 5 5.2 +0.5
MGV Vanguard Mega Cap Value ETF 19.6 7 43 7.3 +2.6
IWX iShares Russell Top 200 Value ETF 19.1 20 30 7.0 +2.3
HKND Humankind US Stock ETF 18.9 11 39 6.8 +2.1
PJP Invesco Dynamic Pharmaceuticals ETF 18.9 58 -8 8.6 +3.9
IEIH iShares Evolved U.S. Innovative Healthcare ETF 17.7 18 32 4.9 +0.2
HLAL Wahed FTSE USA Shariah ETF 17.2 50 0 5.3 +0.6
XHE SPDR S&P Health Care Equipment ETF 17.2 35 15 -1.3 -5.9
OUSA O'Shares FTSE US Quality Dividend ETF 17.1 48 2 6.9 +2.2
VTV Vanguard Value Index Fund 16.7 4 46 7.3 +2.6
IHI iShares U.S. Medical Devices ETF 16.5 41 9 4.2 -0.5
XHS SPDR S&P Health Care Services ETF 16.4 35 15 3.4 -1.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 16.1 60 -10 11.5 +6.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 16.0 60 -10 5.4 +0.7
MDEV First Trust Indxx Medical Devices ETF 15.8 70 -20 3.4 -1.3
RAFE PIMCO RAFI ESG U.S. ETF 15.6 30 20 8.2 +3.5
DSTL Distillate US Fundamental Stability & Value ETF 15.6 39 11 6.9 +2.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 15.6 12 38 6.2 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 15.5 27 23 6.0 +1.3
SDEP SFP Core Equity Strategy 15.3 0 50 7.2 +2.5
LGBT LGBTQ + ESG100 ETF 15.3 75 -25 5.0 +0.3
AGNG Global X Aging Population ETF 15.1 50 0 3.9 -0.8
ZECP Zacks Earnings Consistent Portfolio ETF 15.0 55 -5 5.9 +1.3
ESG FlexShares STOXX US ESG Impact Index Fund 14.8 32 18 5.8 +1.1
GBLO Global Beta Low Beta ETF 14.5 29 21 7.4 +2.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 14.5 50 0 5.6 +0.9
PPH VanEck Pharmaceutical ETF 14.5 35 15 9.4 +4.7
PWV Invesco Dynamic Large Cap Value ETF 14.3 58 -8 7.3 +2.6
DEF Invesco Defensive Equity ETF 14.3 53 -3 6.0 +1.3
RWL Invesco S&P 500 Revenue ETF 14.3 39 11 6.7 +2.0
WDNA WisdomTree BioRevolution Fund 14.2 45 5 -4.1 -8.8
ILCV iShares Morningstar Value ETF 14.2 4 46 7.1 +2.4
HLGE Hartford Longevity Economy ETF 14.0 44 6 8.0 +3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 13.9 80 -30 8.9 +4.2
WOMN Impact Shares YWCA Women's Empowerment ETF 13.9 75 -25 6.0 +1.3
VIRS Pacer BioThreat Strategy ETF 13.9 70 -20 7.0 +2.3
IQSU IQ Candriam ESG US Equity ETF 13.8 9 41 5.9 +1.2
LRND IQ U.S. Large Cap R&D Leaders ETF 13.8 14 36 7.4 +2.7
VONV Vanguard Russell 1000 Value Index Fund 13.8 8 42 7.1 +2.4
IWD iShares Russell 1000 Value ETF 13.8 19 31 6.9 +2.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 13.8 34 16 5.7 +1.1
ANEW ProShares MSCI Transformational Changes ETF 13.7 45 5 4.0 -0.7
APXH Apex Healthcare ETF 13.7 90 -40 8.4 +3.7
SPGP Invesco S&P 500 GARP ETF 13.7 36 14 8.0 +3.3
VIG Vanguard Dividend Appreciation Index Fund 13.6 6 44 6.3 +1.6
NZRO Strategy Shares Halt Climate Change ETF 13.5 95 -45 1.9 -2.8
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 13.4 20 30 6.5 +1.8
REVS Columbia Research Enhanced Value ETF 13.4 19 31 8.2 +3.5
FLQL Franklin LibertyQ U.S. Equity ETF 13.4 15 35 7.0 +2.3
RECS Columbia Research Enhanced Core ETF 13.3 15 35 7.0 +2.3
VOOV Vanguard S&P 500 Value ETF 13.3 10 40 6.6 +2.0
IVE iShares S&P 500 Value ETF 13.2 18 32 6.6 +1.9
SPXN ProShares S&P 500 Ex-Financials ETF 13.2 27 23 5.6 +0.9
SPYV SPDR Portfolio S&P 500 Value ETF 13.2 4 46 6.7 +2.0
JAVA JPMorgan Active Value ETF 13.0 44 6 6.6 +1.9
VDNI V-Shares US Leadership Diversity ETF 13.0 29 21 6.2 +1.5
IUS Invesco Strategic US ETF 13.0 19 31 6.8 +2.1
AUSF Global X Adaptive U.S. Factor ETF 12.9 27 23 7.4 +2.7
IWL iShares Russell Top 200 ETF 12.9 15 35 5.8 +1.1
FTCS First Trust Capital Strength ETF 12.8 56 -6 6.5 +1.8
QUS SPDR MSCI USA StrategicFactors ETF 12.8 15 35 6.4 +1.7
CLRG IQ Chaikin U.S. Large Cap ETF 12.8 25 25 6.1 +1.4
PFM Invesco Dividend Achievers ETF 12.7 53 -3 6.1 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 12.7 12 38 5.5 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 12.6 37 13 6.7 +2.1
RBUS Nationwide Risk-Based U.S. Equity ETF 12.6 30 20 6.0 +1.3
MGC Vanguard Mega Cap Index Fund 12.6 7 43 5.9 +1.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 12.6 68 -18 0.5 -4.2
IUSV iShares Core S&P U.S. Value ETF 12.6 4 46 6.8 +2.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.5 15 35 6.0 +1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 12.4 0 50 5.9 +1.2
PZLD Puzzle Divdend Leaders 12.4 10 40 7.0 +2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 12.4 11 39 6.3 +1.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 12.3 49 1 6.4 +1.8
FBCV Fidelity Blue Chip Value ETF 12.3 59 -9 6.9 +2.3
SPVU Invesco S&P 500 Enhanced Value ETF 12.3 13 37 10.1 +5.4
NACP Impact Shares NAACP Minority Empowerment ETF 12.3 49 1 5.9 +1.2
XLG Invesco S&P 500 Top 50 ETF 12.2 20 30 5.4 +0.7
SPMO Invesco S&P 500 Momentum ETF 12.2 13 37 5.7 +1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 12.1 49 1 5.2 +0.5
EFIV SPDR S&P 500 ESG ETF 12.1 10 40 5.9 +1.2
ACVF American Conservative Values ETF 12.1 75 -25 5.2 +0.5
SPXE ProShares S&P 500 Ex-Energy ETF 12.0 27 23 5.9 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 12.0 28 22 6.7 +2.0
GSPY Gotham Enhanced 500 ETF 12.0 50 0 6.1 +1.5
GDOC Goldman Sachs Future Health Care Equity ETF 12.0 75 -25 1.9 -2.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.0 20 30 5.9 +1.2
DGRO iShares Core Dividend Growth ETF 12.0 8 42 7.3 +2.6
DJIA Global X Dow 30 Covered Call ETF 12.0 60 -10 6.0 +1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 12.0 16 34 6.6 +1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.9 20 30 5.9 +1.2
QDF FlexShares Quality Dividend Index Fund 11.8 37 13 7.1 +2.4
QLC FlexShares US Quality Large Cap Index Fund 11.8 32 18 6.6 +1.9
XVOL Acruence Active Hedge U.S. Equity ETF 11.8 83 -33 5.2 +0.5
LVOL American Century Low Volatility ETF 11.7 29 21 5.4 +0.7
VOTE Engine No. 1 Transform 500 ETF 11.7 5 45 5.9 +1.2
OEF iShares S&P 100 ETF 11.7 20 30 5.8 +1.1
IVV iShares Core S&P 500 ETF 11.6 3 47 6.0 +1.3
PBP Invesco S&P 500 BuyWrite ETF 11.6 49 1 5.5 +0.8
SPY SPDR S&P 500 ETF Trust 11.6 9 41 5.9 +1.2
VV Vanguard Large-Cap Index Fund 11.6 4 46 5.8 +1.1
SPLG SPDR Portfolio S&P 500 ETF 11.6 3 47 6.0 +1.3
FTHI First Trust High Income ETF 11.6 85 -35 5.9 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.6 25 25 6.1 +1.4
VOO VANGUARD S&P 500 ETF 11.6 3 47 6.0 +1.3
DGRW WisdomTree U.S. Quality Dividend Growth Fund 11.6 28 22 6.8 +2.1
XYLG Global X S&P 500 Covered Call & Growth ETF 11.5 60 -10 5.4 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.5 7 43 5.9 +1.2
EPS WisdomTree U.S. Earnings 500 Fund 11.5 8 42 7.4 +2.7
AILG Alpha Intelligent - Large Cap Growth ETF 11.4 85 -35 4.1 -0.6
XVV iShares ESG Screened S&P 500 ETF 11.4 8 42 6.0 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 11.4 10 40 5.6 +0.9
SNPE Xtrackers S&P 500 ESG ETF 11.4 10 40 5.9 +1.2
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 11.4 75 -25 6.9 +2.2
XTR Global X S&P 500 Tail Risk ETF 11.3 60 -10 5.6 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.3 2 48 5.9 +1.2
PBUS Invesco PureBeta MSCI USA ETF 11.3 4 46 5.9 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.2 30 20 6.8 +2.1
VSLU Applied Finance Valuation Large Cap ETF 11.2 49 1 7.2 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 11.2 4 46 7.1 +2.4
SXQG 6 Meridian Quality Growth ETF 11.2 100 -50 5.2 +0.5
DTD WisdomTree U.S.Total Dividend Fund 11.2 28 22 6.9 +2.2
ESGV Vanguard ESG U.S. Stock ETF 11.2 9 41 6.0 +1.3
JOET Virtus Terranova US Quality Momentum ETF 11.2 29 21 6.4 +1.7
LRGE ClearBridge Large Cap Growth ESG ETF 11.1 59 -9 4.3 -0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.1 19 31 6.6 +1.9
MBOX Freedom Day Dividend ETF 11.1 39 11 7.8 +3.1
JMOM JPMorgan U.S. Momentum Factor ETF 11.1 12 38 5.8 +1.2
SCHX Schwab U.S. Large-Cap ETF 11.1 3 47 5.9 +1.2
ADME Aptus Drawdown Managed Equity ETF 11.0 79 -29 4.8 +0.1
XRMI Global X S&P 500 Risk Managed Income ETF 11.0 60 -10 5.4 +0.7
ILCB iShares Morningstar U.S. Equity ETF 11.0 3 47 5.9 +1.2
DFUS Dimensional U.S. Equity ETF 11.0 11 39 5.9 +1.2
XCLR Global X S&P 500 Collar 95-110 ETF 11.0 60 -10 5.4 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11.0 30 20 7.0 +2.3
VYM Vanguard High Dividend Yield Index ETF 11.0 6 44 7.6 +2.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 11.0 17 33 6.2 +1.5
ACIO Aptus Collared Income Opportunity ETF 10.9 79 -29 5.2 +0.5
VONE Vanguard Russell 1000 ETF 10.9 8 42 5.9 +1.2
CACG ClearBridge All Cap Growth ETF 10.9 53 -3 4.3 -0.4
IWB iShares Russell 1000 ETF 10.9 15 35 5.9 +1.2
AVDG AVDR US LargeCap ESG ETF 10.9 60 -10 5.6 +1.0
RDVY First Trust Rising Dividend Achievers ETF 10.9 50 0 9.0 +4.3
JVAL JPMorgan U.S. Value Factor ETF 10.8 12 38 8.8 +4.1
SFY SoFi Select 500 ETF 10.8 0 50 5.9 +1.2
ROUS Hartford Multifactor US Equity ETF 10.8 19 31 7.3 +2.6
SCHK Schwab 1000 Index ETF 10.8 5 45 5.9 +1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.8 15 35 6.1 +1.4
SPTM SPDR Portfolio Total Stock Market ETF 10.7 3 47 6.1 +1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.7 9 41 6.3 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.7 60 -10 6.8 +2.1
IYY iShares Dow Jones U.S. ETF 10.7 20 30 5.7 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 10.7 22 28 5.5 +0.8
FDMO Fidelity Momentum Factor ETF 10.6 29 21 5.1 +0.4
RESP WisdomTree US ESG Fund of Benef Interest 10.6 28 22 7.2 +2.5
PSET Principal Price Setters Index ETF 10.6 15 35 6.7 +2.0
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 10.6 55 -5 6.0 +1.3
RFFC RiverFront Dynamic US Flex-Cap ETF 10.5 52 -2 5.6 +0.9
EQWL Invesco Russell Top 200 Equal Weight ETF 10.5 25 25 7.0 +2.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10.4 75 -25 5.2 +0.6
SHE SPDR SSGA Gender Diversity Index ETF 10.4 20 30 5.8 +1.1
FUNL CornerCap Fundametrics Large-Cap ETF 10.4 50 0 8.0 +3.3
IWV iShares Russell 3000 ETF 10.4 20 30 5.5 +0.8
TTAC TrimTabs US Free Cash Flow Quality ETF 10.4 59 -9 6.7 +2.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 10.3 25 25 7.1 +2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.3 38 12 6.6 +2.0
VTHR Vanguard Russell 3000 Index Fund 10.3 10 40 5.6 +0.9
IHE iShares U.S. Pharmaceuticals ETF 10.3 42 8 6.8 +2.1
XPH SPDR S&P Pharmaceuticals ETF 10.3 35 15 3.5 -1.2
VTI Vanguard Total Stock Market Index Fund 10.3 3 47 5.5 +0.8
SIXA 6 Meridian Mega Cap Equity ETF 10.3 86 -36 7.3 +2.6
ESGU iShares MSCI USA ESG Optimized ETF 10.3 15 35 5.8 +1.1
SCHB Schwab U.S. Broad Market ETF 10.2 3 47 5.8 +1.1
FCPI Fidelity Stocks for Inflation ETF 10.2 29 21 8.7 +4.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.2 3 47 5.6 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 10.1 39 11 7.2 +2.5
AQGX AI Quality Growth ETF 10.1 97 -47 4.8 +0.1
CGUS Capital Group Core Equity ETF 10.1 33 17 6.1 +1.4
JHML John Hancock Multifactor Large Cap ETF 10.1 29 21 6.2 +1.5
FDLO Fidelity Low Volatility Factor ETF 10.1 29 21 5.5 +0.8
DIVZ TrueShares Low Volatility Equity Income ETF 10.0 65 -15 7.4 +2.7
MKEM Meakem Value and Inflation Screen 10.0 10 40 5.4 +0.7
FLV American Century Focused Large Cap Value ETF 10.0 42 8 6.8 +2.1
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 10.0 87 -37 7.0 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 9.9 29 21 5.7 +1.0
USMV iShares Edge MSCI Min Vol USA ETF 9.9 15 35 5.8 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 9.9 10 40 5.9 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.9 10 40 6.0 +1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.9 14 36 5.9 +1.2
RNLC Large Cap US Equity Select ETF 9.8 60 -10 6.8 +2.1
VLU SPDR S&P 1500 Value Tilt ETF 9.7 12 38 7.8 +3.1
VOOG Vanguard S&P 500 Growth ETF 9.7 10 40 5.6 +0.9
NULV Nuveen ESG Large-Cap Value ETF 9.7 25 25 7.1 +2.4
IVW iShares S&P 500 Growth ETF 9.7 18 32 5.5 +0.8
SPYG SPDR Portfolio S&P 500 Growth ETF 9.7 4 46 5.7 +1.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 9.7 25 25 7.0 +2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 9.7 75 -25 5.6 +0.9
DFAU Dimensional US Core Equity Market ETF 9.7 12 38 6.2 +1.5
SCHG Schwab U.S. Large-Cap Growth ETF 9.7 4 46 4.6 -0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.6 10 40 5.6 +0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 9.6 60 -10 5.2 +0.5
KRMA Global X Conscious Companies ETF 9.6 43 7 6.2 +1.5
JMIN JPMorgan U.S. Minimum Volatility ETF 9.6 12 38 5.9 +1.2
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 9.5 15 35 5.8 +1.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 9.5 42 8 5.9 +1.2
JQUA JPMorgan U.S. Quality Factor ETF 9.5 12 38 6.6 +1.9
DIVB iShares U.S. Dividend & Buyback ETF 9.5 25 25 7.3 +2.6
STLV iShares Factors US Value Style ETF 9.4 25 25 8.8 +4.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.4 10 40 5.7 +1.0
TMFC Motley Fool 100 Index ETF 9.3 50 0 4.6 -0.1
IUSG iShares Core S&P US Growth ETF 9.3 4 46 5.7 +1.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.2 65 -15 3.9 -0.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.2 35 15 6.5 +1.8
WRND IQ Global Equity R&D Leaders ETF 9.1 18 32 7.5 +2.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 9.1 69 -19 6.5 +1.9
JEPI JPMorgan Equity Premium Income ETF 9.1 35 15 5.5 +0.8
HEET Hartford Schroders ESG US Equity ETF 9.0 39 11 6.6 +1.9
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 9.0 96 -46 4.0 -0.7
BAD B.A.D. ETF 9.0 75 -25 3.0 -1.7
QUAL iShares MSCI Usa Quality Factor ETF 9.0 15 35 6.1 +1.5
SDGA Impact Shares Sustainable Development Goals Global ETF 9.0 75 -25 6.6 +1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.0 20 30 7.2 +2.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.9 50 0 3.1 -1.6
CCOR Core Alternative ETF 8.9 109 -59 5.2 +0.5
USXF iShares ESG Advanced MSCI USA ETF 8.9 10 40 5.9 +1.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 8.9 25 25 6.3 +1.6
NVQ QRAFT AI-Enhanced US Next Value ETF 8.9 75 -25 10.7 +6.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.8 18 32 7.4 +2.7
AFLG First Trust Active Factor Large Cap ETF 8.8 55 -5 7.0 +2.3
IVLC Invesco US Large Cap Core ESG ETF 8.8 48 2 5.7 +1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.8 9 41 5.7 +1.0
EDOC Global X Telemedicine & Digital Health ETF 8.7 68 -18 -0.7 -5.4
VFMO Vanguard U.S. Momentum Factor ETF 8.7 13 37 6.0 +1.3
VEGN US Vegan Climate ETF 8.6 60 -10 5.6 +0.9
LSLT Salt Low truBeta US Market ETF 8.6 60 -10 0.0 -4.7
VLUE iShares MSCI USA Value Factor ETF 8.5 15 35 11.5 +6.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 8.5 20 30 8.7 +4.0
VFMF Vanguard U.S. Multifactor ETF 8.5 19 31 9.1 +4.4
DBLV AdvisorShares DoubleLine Value Equity ETF 8.5 91 -41 6.3 +1.7
AVUS Avantis U.S. Equity ETF 8.5 15 35 6.8 +2.1
TOK iShares MSCI Kokusai ETF 8.4 25 25 5.9 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.4 18 32 6.0 +1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 8.4 9 41 6.0 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 8.2 19 31 6.6 +1.9
CGGR Capital Group Growth ETF 8.2 39 11 4.6 -0.1
YLDE ClearBridge Dividend Strategy ESG ETF 8.2 60 -10 5.8 +1.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 8.1 37 13 7.6 +2.9
FMIL Fidelity New Millennium ETF 8.1 59 -9 6.7 +2.0
ECOZ TrueMark ESG Active Opportunities ETF 8.1 58 -8 5.0 +0.3
FLLV Franklin Liberty U.S. Low Volatility ETF 8.1 29 21 5.9 +1.2
VFMV Vanguard U.S. Minimum Volatility ETF 8.0 13 37 5.9 +1.2
URTH iShares MSCI World ETF 7.9 24 26 5.9 +1.2
RUFF Alpha Dog ETF 7.9 90 -40 4.8 +0.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.9 65 -15 0.1 -4.6
IVSG Invesco Select Growth ETF 7.9 48 2 4.7 +0.0
VOT Vanguard Mid-Cap Growth Index Fund 7.8 7 43 4.1 -0.6
FQAL Fidelity Quality Factor ETF 7.8 29 21 6.7 +2.0
RSP Invesco S&P 500 Equal Weight ETF 7.8 20 30 6.2 +1.5
COWZ Pacer US Cash Cows 100 ETF 7.8 49 1 10.8 +6.1
MBCC Monarch Blue Chips Core ETF 7.7 125 -75 3.8 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 7.7 30 20 6.2 +1.5
FBT First Trust NYSE Arca Biotechnology Index Fund 7.7 55 -5 0.7 -4.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.6 12 38 5.9 +1.2
USMF WisdomTree U.S. Multifactor Fund 7.6 28 22 8.5 +3.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.6 60 -10 10.5 +5.8
FDRR Fidelity Dividend ETF for Rising Rates 7.6 29 21 7.6 +2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 7.6 35 15 7.5 +2.8
FDWM Fidelity Women's Leadership ETF 7.6 59 -9 6.0 +1.4
CGDV Capital Group Dividend Value ETF 7.6 33 17 6.1 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 7.5 9 41 6.0 +1.3
SIZE iShares MSCI USA Size Factor ETF 7.4 15 35 6.2 +1.5
EDOW First Trust Dow 30 Equal Weight ETF 7.4 50 0 6.8 +2.1
FVAL Fidelity Value Factor ETF 7.4 29 21 8.9 +4.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.4 20 30 6.2 +1.5
VALQ American Century STOXX U.S. Quality Value ETF 7.4 29 21 8.9 +4.2
GFGF Guru Favorite Stocks ETF 7.3 65 -15 6.6 +1.9
FLRG Fidelity U.S. Multifactor ETF 7.2 29 21 7.7 +3.0
FEX First Trust Large Cap Core AlphaDEX Fund 7.2 59 -9 7.5 +2.8
SSPY Syntax Stratified LargeCap ETF 7.1 30 20 6.4 +1.7
CGGO Capital Group Global Growth Equity ETF 7.1 47 3 4.3 -0.4
ACWI iShares MSCI ACWI ETF 7.1 32 18 6.1 +1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.1 70 -20 5.2 +0.5
AVLV Avantis U.S. Large Cap Value ETF 7.1 15 35 8.4 +3.7
LYFE 2nd Vote Life Neutral Plus ETF 7.0 75 -25 7.3 +2.6
EGIS 2nd Vote Society Defended ETF 7.0 75 -25 6.8 +2.1
CWS AdvisorShares Focused Equity ETF 7.0 66 -16 5.8 +1.1
BKUS BNY Mellon Sustainable US Equity ETF 7.0 60 -10 5.2 +0.6
DSI iShares MSCI KLD 400 Social ETF 7.0 25 25 5.9 +1.2
HELX Franklin Genomic Advancements ETF 7.0 50 0 4.3 -0.4
HDV iShares Core High Dividend ETF 7.0 8 42 7.3 +2.6
IBB iShares NASDAQ Biotechnology ETF 7.0 45 5 0.2 -4.5
IWF iShares Russell 1000 Growth ETF 6.9 19 31 5.4 +0.7
VONG Vanguard Russell 1000 Growth Index Fund 6.9 8 42 5.5 +0.9
SAMT Strategas Macro Thematic Opportunities ETF 6.9 65 -15 3.3 -1.4
IBBQ Invesco Nasdaq Biotechnology ETF 6.9 0 50 0.1 -4.6
SIXL 6 Meridian Low Beta Equity Strategy ETF 6.9 88 -38 5.8 +1.1
NTZO Impact Shares MSCI Global Climate Select ETF 6.9 30 20 5.8 +1.2
DURA VanEck Morningstar Durable Dividend ETF 6.8 29 21 7.2 +2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.8 25 25 6.5 +1.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.8 60 -10 4.8 +0.1
LEAD Siren DIVCON Leaders Dividend ETF 6.8 43 7 7.7 +3.0
VSDA VictoryShares Dividend Accelerator ETF 6.8 35 15 6.3 +1.7
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 6.8 75 -25 5.5 +0.8
TPLC Timothy Plan US Large Cap Core ETF 6.7 52 -2 5.9 +1.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.7 35 15 5.9 +1.2
NUDV Nuveen ESG Dividend ETF 6.7 25 25 7.2 +2.5
GERM ETFMG Treatments Testing and Advancements ETF 6.7 68 -18 -103.2 -107.9
LRGF iShares Edge MSCI Multifactor USA ETF 6.7 20 30 8.2 +3.5
PKW Invesco Buyback Achievers ETF 6.7 64 -14 8.9 +4.2
SPLV Invesco S&P 500 Low Volatility ETF 6.6 25 25 5.6 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 6.6 60 -10 5.2 +0.5
BIBL Inspire ETF 6.6 35 15 5.5 +0.8
MTUM iShares MSCI USA Momentum Factor ETF 6.6 15 35 5.4 +0.7
RPV Invesco S&P 500 Pure Value ETF 6.5 35 15 9.1 +4.4
NULC Nuveen ESG Large-Cap ETF 6.5 20 30 5.9 +1.2
OALC OneAscent Large Cap Core ETF 6.4 76 -26 6.1 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.4 9 41 6.1 +1.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.4 65 -15 6.4 +1.7
RNDV US Equity Dividend Select ETF 6.4 50 0 8.1 +3.4
VT Vanguard Total World Stock ETF 6.3 8 42 6.3 +1.6
PDP Invesco DWA Momentum ETF 6.3 62 -12 5.0 +0.3
WTV WisdomTree US Value Fund 6.1 12 38 8.9 +4.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.1 63 -13 4.5 -0.2
IWY iShares Russell Top 200 Growth ETF 6.1 20 30 5.7 +1.0
ILCG iShares Morningstar Growth ETF 6.1 4 46 4.5 -0.2
IUSA Amberwave Invest USA JSG Fund 6.0 67 -17 6.4 +1.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 6.0 17 33 7.6 +2.9
ACWF iShares MSCI Global Multifactor ETF 6.0 35 15 9.2 +4.5
EQUL IQ Engender Equality ETF 6.0 45 5 7.3 +2.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.0 7 43 8.6 +3.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.9 49 1 7.3 +2.6
DGT SPDR Global Dow ETF 5.9 50 0 7.5 +2.8
VO Vanguard Mid-Cap Index Fund 5.9 4 46 5.6 +1.0
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.9 35 15 7.0 +2.3
DFND Siren DIVCON Dividend Defender ETF 5.8 150 -100 6.6 +1.9
EQOP Natixis U.S. Equity Opportunities ETF 5.8 90 -40 6.0 +1.3
SPHQ Invesco S&P 500 Quality ETF 5.8 15 35 6.9 +2.2
JDIV JPMorgan U.S. Dividend ETF 5.7 12 38 7.7 +3.0
XDNA Strategic CRISPR & Gene Editing Technology ETF 5.7 78 -28 -5.3 -10.0
VFQY Vanguard U.S. Quality Factor ETF 5.7 13 37 8.0 +3.3
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.6 29 21 7.7 +3.0
SDEI Sound Equity Income ETF 5.6 45 5 9.5 +4.8
DUHP Dimensional US High Profitability ETF 5.6 22 28 7.7 +3.0
VUG Vanguard Growth Index Fund 5.6 4 46 4.9 +0.2
IWP iShares Russell Mid-Cap Growth ETF 5.5 23 27 4.3 -0.4
IOO iShares Global 100 ETF 5.5 40 10 5.8 +1.1
SDG iShares Sustainable MSCI Global Impact ETF 5.5 49 1 8.6 +3.9
NULG Nuveen ESG Large-Cap Growth ETF 5.5 25 25 4.7 +0.0
IEFN iShares Evolved U.S. Financials ETF 5.5 18 32 9.1 +4.4
ACSI American Customer Satisfaction Core Alpha ETF 5.5 66 -16 4.9 +0.2
TMDV ProShares Russell US Dividend Growers ETF 5.4 36 14 5.9 +1.2
UVDV UVA Dividend Value ETF 5.4 80 -30 6.7 +2.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.4 20 30 5.7 +1.1
RPG Invesco S&P 500 Pure Growth ETF 5.4 35 15 6.8 +2.1
VUSE Vident Core US Equity Fund 5.4 48 2 10.1 +5.4
DIVS SmartETFs Dividend Builder ETF 5.4 65 -15 5.8 +1.1
VNSE Natixis Vaughan Nelson Select ETF 5.4 80 -30 3.7 -1.0
MMLG First Trust Multi-Manager Large Growth ETF 5.3 85 -35 3.0 -1.7
XT iShares Exponential Technologies ETF 5.3 46 4 4.3 -0.4
WLDR Affinity World Leaders Equity ETF 5.2 67 -17 9.0 +4.3
BBH VanEck Biotech ETF 5.2 35 15 6.0 +1.3
PEXL Pacer US Export Leaders ETF 5.2 60 -10 6.2 +1.6
SUSA iShares MSCI USA ESG Select ETF 5.2 25 25 5.8 +1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 5.2 20 30 8.0 +3.3
VFVA Vanguard U.S. Value Factor ETF 5.1 14 36 11.0 +6.3
PWB Invesco Dynamic Large Cap Growth ETF 5.1 56 -6 4.6 -0.1
ESGS Columbia Sustainable U.S. Equity Income ETF 5.1 35 15 8.7 +4.0
VFLQ Vanguard U.S. Liquidity Factor ETF 5.1 13 37 1.9 -2.8
XBI SPDR S&P BIOTECH ETF 5.0 35 15 -7.2 -11.9
UGCE Uncommon Portfolio Design Core Equity ETF 4.9 65 -15 6.4 +1.7
BFOR Barron's 400 ETF 4.9 70 -20 8.6 +3.9
AVDR AVDR US LargeCap Leading ETF 4.9 60 -10 5.9 +1.2
MOTE VanEck Morningstar ESG Moat ETF 4.9 49 1 6.0 +1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.8 60 -10 5.6 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 4.8 45 5 5.8 +1.1
ETHO Etho Climate Leadership U.S. ETF 4.7 48 2 4.6 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 4.7 6 44 4.5 -0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.7 4 46 6.1 +1.4
PY Principal Shareholder Yield Index ETF 4.7 15 35 10.4 +5.7
ITAN Sparkline Intangible Value ETF 4.7 50 0 7.0 +2.3
LGLV SPDR Russell 1000 Low Volatility ETF 4.7 12 38 5.5 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 4.6 35 15 7.6 +2.9
SPQQ Siren Large Cap Blend Index ETF 4.6 20 30 0.0 -4.7
STLG iShares Factors US Growth Style ETF 4.6 25 25 7.9 +3.2
IMCB iShares Morningstar Mid-Cap ETF 4.6 4 46 6.0 +1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.5 35 15 7.6 +2.9
SPVM Invesco S&P 500 Value with Momentum ETF 4.5 39 11 8.7 +4.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.5 60 -10 9.4 +4.7
IWR iShares Russell Midcap ETF 4.4 19 31 5.9 +1.2
FLDZ RiverNorth Volition America Patriot ETF 4.4 70 -20 5.5 +0.9
TMFX Motley Fool Next Index ETF 4.4 50 0 3.7 -1.0
FBCG Fidelity Blue Chip Growth ETF 4.4 59 -9 2.5 -2.2
FDHT Fidelity Digital Health ETF 4.3 39 11 0.2 -4.5
KLDW Gavekal Knowledge Leaders Developed World ETF 4.3 75 -25 0.0 -4.7
LVHD Legg Mason Low Volatility High Dividend ETF 4.3 27 23 7.3 +2.6
AILV Alpha Intelligent - Large Cap Value ETF 4.3 85 -35 6.1 +1.4
FVD First Trust Value Line Dividend Index Fund 4.3 70 -20 5.9 +1.2
SDY SPDR S&P Dividend ETF 4.2 35 15 6.3 +1.6
IQM Franklin Intelligent Machines ETF 4.2 50 0 3.7 -1.0
MGK Vanguard Mega Cap Growth ETF 4.2 7 43 5.1 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.2 29 21 8.1 +3.4
KLCD KFA Large Cap Quality Dividend Index ETF 4.2 42 8 6.2 +1.5
FXG First Trust Consumer Staples AlphaDEX Fund 4.2 63 -13 6.6 +1.9
RTH VanEck Retail ETF 4.2 35 15 6.1 +1.4
DEW WisdomTree Global High Dividend Fund 4.2 58 -8 8.2 +3.6
DHS WisdomTree U.S. High Dividend Fund 4.2 38 12 7.6 +2.9
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 4.2 60 -10 6.2 +1.6
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 4.2 45 5 5.8 +1.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.1 35 15 5.7 +1.0
GGRW Gabelli Growth Innovators ETF 4.1 90 -40 3.2 -1.5
DUSA Davis Select U.S. Equity ETF 4.1 62 -12 8.5 +3.8
DWLD Davis Select Worldwide ETF 4.1 63 -13 7.3 +2.6
BOUT Innovator IBD Breakout Opportunities ETF 4.1 84 -34 5.9 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 26 7.6 +2.9
PBE Invesco Dynamic Biotechnology & Genome ETF 4.0 59 -9 2.7 -2.0
ZIG The Acquirers Fund 4.0 89 -39 12.5 +7.8
BBP BioShares Biotechnology Products Fund 4.0 79 -29 -5.8 -10.5
FDVV Fidelity Core Dividend ETF 3.9 29 21 7.2 +2.5
BTHM BlackRock Future U.S. Themes ETF 3.9 60 -10 6.0 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 3.9 20 30 6.2 +1.5
GK AdvisorShares Gerber Kawasaki ETF 3.9 81 -31 4.4 -0.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.8 58 -8 5.5 +0.8
SXUS Janus Henderson International Sustainable Equity ETF 3.8 60 -10 4.2 -0.5
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -15 7.1 +2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.7 20 30 7.1 +2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.7 39 11 9.1 +4.4
FDL First Trust Morningstar Dividend Leaders Index Fund 3.7 45 5 8.4 +3.7
IYK iShares U.S. Consumer Goods ETF 3.7 43 7 5.2 +0.6
QGRO American Century STOXX U.S. Quality Growth ETF 3.7 29 21 7.6 +2.9
YPS Arrow Reverse Cap 500 ETF 3.7 29 21 6.1 +1.5
IMCV iShares Morningstar Mid-Cap Value ETF 3.6 6 44 7.2 +2.5
HVAL ALPS Hillman Active Value ETF 3.6 55 -5 7.3 +2.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.6 16 34 3.0 -1.7
JSTC Adasina Social Justice All Cap Global ETF 3.6 89 -39 6.4 +1.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -5 4.5 -0.2
FPX First Trust US IPO Index Fund 3.5 57 -7 2.5 -2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.5 65 -15 3.0 -1.7
PWC Invesco Dynamic Market ETF 3.5 60 -10 6.2 +1.5
DTEC ALPS Disruptive Technologies ETF 3.5 50 0 4.2 -0.5
FSST Fidelity Sustainability U.S. Equity ETF 3.5 59 -9 5.9 +1.2
KOMP SPDR Kensho New Economies Composite ETF 3.4 20 30 0.9 -3.8
PZLG Puzzle Mature Growth 3.4 10 40 4.7 +0.0
PSCH Invesco S&P SmallCap Health Care ETF 3.3 29 21 4.7 -0.0
GNOM Global X Genomics & Biotechnology ETF 3.2 50 0 -7.4 -12.1
PSYK PSYK ETF 3.2 75 -25 -556.7 -561.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.2 75 -25 8.8 +4.2
JHMM John Hancock Multifactor Mid Cap ETF 3.1 41 9 6.7 +2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.1 52 -2 8.1 +3.4
QDIV Global X S&P 500 Quality Dividend ETF 3.0 20 30 8.0 +3.3
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 3.0 25 25 9.7 +5.0
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.9 85 -35 4.8 +0.1
BLES Inspire Global Hope Large Cap ETF 2.9 52 -2 5.7 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 2.9 75 -25 7.1 +2.4
SPHB Invesco S&P 500 High Beta ETF 2.9 25 25 5.3 +0.7
MAGA Point Bridge GOP Stock Tracker ETF 2.9 72 -22 5.5 +0.8
ROBO Robo Global Robotics & Automation Index ETF 2.8 95 -45 3.5 -1.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 2.8 30 20 7.1 +2.4
QQQN VictoryShares Nasdaq Next 50 ETF 2.8 18 32 6.1 +1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.8 15 35 4.2 -0.5
QQQM Invesco NASDAQ 100 ETF 2.8 15 35 5.6 +0.9
QQQ Invesco QQQ Trust 2.8 20 30 5.5 +0.8
QYLD Global X NASDAQ 100 Covered Call ETF 2.8 60 -10 5.1 +0.4
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 2.7 60 -10 5.1 +0.4
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.7 21 29 3.9 -0.8
QTR Global X NASDAQ 100 Tail Risk ETF 2.7 60 -10 5.1 +0.4
QCLR Global X NASDAQ 100 Collar 95-110 ETF 2.6 60 -10 4.9 +0.2
NUSI Nationwide Risk-Managed Income ETF 2.6 68 -18 4.8 +0.1
QRMI Global X NASDAQ 100 Risk Managed Income ETF 2.6 60 -10 4.9 +0.2
IWS iShares Russell Mid-Cap Value ETF 2.6 23 27 6.7 +2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.6 60 -10 7.8 +3.2
BTEC Principal Healthcare Innovators Index ETF 2.6 42 8 -13.5 -18.2
RYJ Invesco Raymond James SB-1 Equity ETF 2.6 75 -25 3.6 -1.1
KONG Formidable Fortress ETF 2.6 89 -39 6.0 +1.3
LSAT Leadershares Alphafactor Tactical Focused ETF 2.6 99 -49 10.4 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 2.5 70 -20 9.9 +5.2
FDG American Century Focused Dynamic Growth ETF 2.5 45 5 3.2 -1.5
QQMG Invesco ESG NASDAQ 100 ETF 2.5 20 30 5.8 +1.1
SCHD Schwab U.S. Dividend Equity ETF 2.5 6 44 8.5 +3.8
FFTY Innovator IBD 50 ETF 2.5 80 -30 7.0 +2.3
SYLD Cambria Shareholder Yield ETF 2.4 59 -9 11.1 +6.4
INNO Harbor Disruptive Innovation ETF 2.4 75 -25 -3.5 -8.2
SUBS Fount Subscription Economy ETF 2.4 70 -20 4.9 +0.2
ICAP InfraCap Equity Income Fund ETF 2.4 80 -30 8.5 +3.8
ENTR Entrepreneur 30 Fund 2.3 49 1 5.3 +0.6
IVDG Invesco Focused Discovery Growth ETF 2.3 59 -9 4.5 -0.1
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.3 35 15 6.4 +1.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.3 85 -35 6.9 +2.2
SQEW LeaderShares Equity Skew ETF 2.3 75 -25 6.3 +1.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.3 85 -35 6.5 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -45 2.4 -2.3
BOTZ Global X Robotics & Artificial Intelligence ETF 2.2 68 -18 2.9 -1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 2.2 53 -3 7.9 +3.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.2 55 -5 6.0 +1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.2 35 15 9.1 +4.4
GCOW Pacer Global High Dividend ETF 2.1 60 -10 9.6 +4.9
SDOG ALPS Sector Dividend Dogs ETF 2.1 40 10 8.7 +4.0
SPYD SPDR S&P 500 High Dividend ETF 2.1 7 43 7.9 +3.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 20 7.5 +2.8
WKLY SoFi Weekly Dividend ETF 2.1 49 1 7.5 +2.8
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.1 30 20 9.4 +4.7
WGRO WisdomTree U.S. Growth & Momentum Fund 2.1 55 -5 7.1 +2.4
USVT US Value ETF 2.1 49 1 11.2 +6.5
TMFG Motley Fool Global Opportunities ETF 2.1 85 -35 4.2 -0.5
BUZZ VanEck Social Sentiment ETF 2.0 75 -25 0.5 -4.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 52 -2 5.7 +1.0
TYNE Direxion Nanotechnology ETF 2.0 65 -15 -74.4 -79.1
GURU Global X Guru Index ETF 2.0 75 -25 1.4 -3.3
SFYF SoFi 50 ETF 2.0 29 21 -2.4 -7.1
ARKG ARK Genomic Revolution ETF 2.0 75 -25 -11.3 -16.0
AFMC First Trust Active Factor Mid Cap ETF 2.0 65 -15 9.0 +4.3
AFSM First Trust Active Factor Small Cap ETF 1.9 77 -27 8.1 +3.4
VXF Vanguard Extended Market Index Fund 1.9 6 44 2.6 -2.1
VOE Vanguard Mid-Cap Value Index Fund 1.8 7 43 6.9 +2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 33 6.7 +2.0
GBUY Goldman Sachs Future Consumer Equity ETF 1.8 75 -25 2.9 -1.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.8 15 35 6.7 +2.1
TMFM Motley Fool Mid-Cap Growth ETF 1.8 85 -35 4.4 -0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 35 6.6 +2.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 30 20 4.3 -0.4
CTRU ARK Transparency ETF 1.7 55 -5 2.8 -1.9
SMDY Syntax Stratified MidCap ETF 1.7 35 15 6.8 +2.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.7 52 -2 6.5 +1.8
MOAT VanEck Morningstar Wide Moat ETF 1.7 47 3 6.4 +1.7
THNQ ROBO Global Artificial Intelligence ETF 1.7 68 -18 3.3 -1.4
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 21 8.9 +4.2
GBDV Global Beta Smart Income ETF 1.7 29 21 8.7 +4.0
DIV Global X SuperDividend US ETF 1.7 45 5 6.0 +1.3
BOSS Global X Founder-Run Companies ETF 1.7 45 5 2.9 -1.8
UBCB UBC Algorithmic Fundamentals ETF 1.7 75 -25 4.4 -0.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.6 25 25 8.1 +3.4
DVY iShares Select Dividend ETF 1.6 39 11 8.3 +3.6
TECB iShares US Tech Breakthrough Multisector ETF 1.6 40 10 5.5 +0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 1.6 39 11 11.8 +7.1
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 11 8.9 +4.2
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 46 6.4 +1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.6 15 35 8.1 +3.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -20 4.4 -0.3
ALFA AlphaClone Alternative Alpha ETF 1.5 65 -15 4.0 -0.7
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.5 56 -6 6.9 +2.2
SFYX Sofi Next 500 ETF 1.5 0 50 6.6 +1.9
EZM WisdomTree U.S. MidCap Earnings Fund 1.4 38 12 9.8 +5.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.4 20 30 4.9 +0.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 5.1 +0.4
AMER Emles Made in America ETF 1.3 49 1 8.4 +3.8
FSMD Fidelity Small-Mid Factor ETF 1.3 29 21 8.4 +3.7
VBK Vanguard Small-Cap Growth Index Fund 1.3 7 43 2.5 -2.2
IUSS Invesco Strategic US Small Company ETF 1.3 23 27 6.2 +1.5
MVPS Amplify Thematic All-Stars ETF 1.3 49 1 2.1 -2.6
GRZZ Grizzle Growth ETF 1.3 75 -25 6.5 +1.8
QVAL Alpha Architect U.S. Quantitative Value ETF 1.2 49 1 13.0 +8.3
GCIG Genuine Investors ETF 1.2 100 -50 5.7 +1.1
IWC iShares Micro-Cap ETF 1.2 60 -10 -21.9 -26.6
XMMO Invesco S&P MidCap Momentum ETF 1.2 33 17 7.6 +2.9
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 38 7.6 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 11 4.3 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 35 7.8 +3.1
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 -2 6.1 +1.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 52 -2 5.9 +1.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.2 39 11 9.2 +4.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -21 2.7 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 44 1.5 -3.2
AIEQ AI Powered Equity ETF 1.1 80 -30 3.5 -1.2
MDY SPDR S&P Midcap 400 ETF Trust 1.1 23 27 7.3 +2.6
IJH iShares Core S&P Mid-Cap ETF 1.1 5 45 7.5 +2.8
IWO iShares Russell 2000 Growth ETF 1.1 24 26 1.0 -3.7
SPMD SPDR Portfolio Mid Cap ETF 1.1 5 45 7.5 +2.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 40 7.4 +2.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.1 64 -14 7.4 +2.7
ABEQ Absolute Core Strategy ETF 1.1 85 -35 4.6 -0.1
VTWG Vanguard Russell 2000 Growth Index Fund 1.1 15 35 1.0 -3.7
SCHA Schwab U.S. Small-Cap ETF 1.0 4 46 5.5 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 43 5.6 +0.9
CVY Invesco Zacks Multi-Asset Income ETF 1.0 100 -50 9.5 +4.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.0 30 20 8.1 +3.4
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.0 40 10 7.3 +2.6
IWM iShares Russell 2000 ETF 1.0 19 31 1.5 -3.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.0 47 3 5.7 +1.1
VTWO Vanguard Russell 2000 Index Fund 1.0 10 40 1.7 -3.0
PIO Invesco Global Water ETF 1.0 75 -25 4.6 -0.1
PHO Invesco Water Resources ETF 1.0 60 -10 4.1 -0.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.0 75 -25 6.2 +1.5
VB Vanguard Small-Cap ETF 0.9 5 45 6.1 +1.4
FIW First Trust Water ETF 0.9 54 -4 4.3 -0.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.9 45 5 2.1 -2.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 46 5.9 +1.2
THCX The Cannabis ETF 0.9 75 -25 -33.7 -38.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -10 7.6 +2.9
DFAS Dimensional U.S. Small Cap ETF 0.9 34 16 6.7 +2.0
IWN iShares Russell 2000 Value ETF 0.9 24 26 2.2 -2.5
VTWV Vanguard Russell 2000 Value Index Fund 0.9 15 35 2.6 -2.1
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.9 108 -58 6.5 +1.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.9 47 3 0.1 -4.6
ISCB iShares Morningstar Small-Cap ETF 0.9 4 46 5.1 +0.4
ARKQ Ark Autonomous Tech. & Robotics ETF 0.9 75 -25 -2.3 -7.0
SMMD iShares Russell 2500 ETF 0.8 15 35 6.4 +1.7
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.8 6 44 5.6 +0.9
VAMO Cambria Value & Momentum ETF 0.8 64 -14 9.8 +5.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 21 7.0 +2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 30 6.8 +2.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.7 17 33 5.5 +0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 11 7.1 +2.4
IETC iShares Evolved U.S. Technology ETF 0.7 18 32 5.3 +0.6
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 44 8.0 +3.3
CVAR Cultivar ETF 0.6 87 -37 7.6 +2.9
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 6.5 +1.8
BUL Pacer US Cash Cows Growth ETF 0.6 60 -10 8.4 +3.7
DWAS Invesco DWA SmallCap Momentum ETF 0.6 60 -10 4.4 -0.3
PUNK Subversive Metaverse ETF 0.6 75 -25 2.4 -2.3
TINY ProShares Nanotechnology ETF 0.6 58 -8 1.7 -3.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.6 18 32 7.8 +3.1
BFTR Future Innovators ETF 0.6 80 -30 -3.3 -8.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.6 15 35 7.9 +3.2
BFIT Global X Health & Wellness ETF 0.6 50 0 6.0 +1.3
SNSR Global X Internet of Things Thematic ETF 0.6 68 -18 5.1 +0.4
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 0.6 58 -8 3.8 -0.9
XDAT Franklin Exponential Data ETF 0.6 50 0 3.1 -1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 16 34 8.0 +3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -10 8.8 +4.1
IYJ iShares U.S. Industrials ETF 0.6 42 8 6.1 +1.4
VBR Vanguard Small Cap Value Index Fund 0.6 7 43 8.2 +3.5
ROSC Hartford Multifactor Small Cap ETF 0.6 34 16 10.2 +5.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 20 9.5 +4.8
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 25 9.2 +4.5
SQLV Legg Mason Small-Cap Quality Value 0.5 61 -11 9.7 +5.1
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 0.5 48 2 7.5 +2.9
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 25 5.2 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 35 8.2 +3.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 32 8.2 +3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 35 8.2 +3.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 38 7.4 +2.7
RYLD Global X Russell 2000 Covered Call ETF 0.5 60 -10 1.2 -3.5
MSGR Direxion mRNA ETF 0.5 65 -15 -3.7 -8.4
IJR iShares Core S&P Small Cap ETF 0.5 6 44 7.6 +2.9
SLY SPDR S&P 600 Small Cap ETF 0.5 15 35 7.5 +2.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 5 45 7.6 +3.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.5 63 -13 8.4 +3.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 35 8.0 +3.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 10 40 7.6 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 41 5.0 +0.3
NUSC Nuveen ESG Small-Cap ETF 0.4 30 20 5.7 +1.0
FFND Future Fund Active ETF 0.4 101 -51 2.2 -2.5
ISMD Inspire Small/Mid Cap Impact ETF 0.4 57 -7 6.2 +1.5
MOO VanEck Agribusiness ETF 0.4 56 -6 5.5 +0.8
PAWZ ProShares Pet Care ETF 0.4 50 0 3.4 -1.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 35 7.6 +2.9
IJS iShares S&P Small-cap 600 Value ETF 0.4 18 32 7.6 +2.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -96 4.5 -0.2
WBIY WBI Power Factor High Dividend ETF 0.4 70 -20 10.3 +5.6
CNCR Loncar Cancer Immunotherapy ETF 0.4 79 -29 -4.9 -9.6
IDNA iShares Genomics Immunology & Healthcare ETF 0.4 47 3 -5.8 -10.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 15 35 7.6 +2.9
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.4 25 25 6.0 +1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -30 6.5 +1.8
IECS iShares Evolved U.S. Consumer Staples ETF 0.3 18 32 5.3 +0.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 11 7.4 +2.7
LCG Sterling Capital Focus Equity ETF 0.3 59 -9 5.3 +0.7
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.3 35 15 7.4 +2.8
PSC Principal U.S. Small Cap Index ETF 0.3 38 12 7.2 +2.5
CBTG Cabot Growth ETF 0.3 75 -25 0.0 -4.7
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.2 40 10 7.3 +2.6
SKYY First Trust Cloud Computing ETF 0.2 60 -10 4.3 -0.4
FDN First Trust Dow Jones Internet Index Fund 0.2 51 -1 3.9 -0.8
WWOW Direxion World Without Waste ETF 0.2 50 0 0.6 -4.1
WCLD WisdomTree Cloud Computing Fund 0.2 45 5 -1.8 -6.4
XITK SPDR FactSet Innovative Technology ETF 0.2 45 5 -3.2 -7.9
GSFP Goldman Sachs Future Planet Equity ETF 0.2 75 -25 3.8 -0.9
EVX VanEck Environmental Services ETF 0.2 55 -5 3.1 -1.6
EES WisdomTree SmallCap Earnings Fund 0.2 38 12 10.1 +5.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 38 6.8 +2.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.2 19 31 8.0 +3.3
SSLY Syntax Stratified SmallCap ETF 0.2 40 10 7.3 +2.6
EPRE First Trust TCW ESG Premier Equity ETF 0.2 85 -35 4.8 +0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -20 9.6 +4.9
KNGS UPHOLDINGS Compound Kings ETF 0.1 60 -10 4.4 -0.3
PRNT The 3D Printing ETF 0.1 66 -16 -10.7 -15.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 11 9.0 +4.3
DFSV Dimensional US Small Cap Value ETF 0.0 31 19 8.7 +4.0
DFAT Dimensional U.S. Targeted Value ETF 0.0 34 16 8.3 +3.6
CSD Invesco S&P Spin-Off ETF 0.0 65 -15 5.1 +0.5
CNBS Amplify Seymour Cannabis ETF 0.0 75 -25 -28.6 -33.3

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 3.8 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 4.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.34 CATEGORY
AVERAGE
1.49
 
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.