Invesco Pharmaceuticals ETF
ALTAR
Score™		 8.6% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 13.0x P/Sales
ratio		 2.5x
P/BV
ratio		 2.2x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco Dynamic Pharmaceuticals Portfolio ETF tracks an index of US pharmaceutical companies selected and weighted based on various fundamental and risk factors.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Jun 23, 2005
Assets (mns) $234
Currency USD
Expense ratio 57 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 29
Wgt avg mkt cap (mns) $126,455
Large cap (>$10bn) 52.9%
Mid cap ($2-10bn) 10.9%
Small cap (<$2bn) 36.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ELI LILLY & CO 5.3 %
PFIZER INC 5.0 %
MERCK & CO. INC. 5.0 %
GILEAD SCIENCES INC 5.0 %
ABBOTT LABORATORIES 5.0 %
JOHNSON & JOHNSON 4.9 %
AMGEN INC 4.9 %
ABBVIE INC 4.8 %
OCULAR THERAPEUTIX INC 3.6 %
BIOSANTE PHARMACEUTICALS INC 3.0 %
Total 46.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 88.1 %
IRELAND 5.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.2% 0.9% 5.2% 1.6% 10.1%

Market Correlations
versus... Beta R-squared
S&P500 0.40 29%
MSCI EAFE 0.47 41%
MSCI Emg. Mkts. 0.29 16%

Technical Indicators
Recent close $79.78
30d moving avg. $80.44
Annualized volatility 12.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 6.9%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.3%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $7,279

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 potential alternatives to the Invesco Pharmaceuticals ETF ETF based on the alternatives' overlap in portfolio holdings with PJP. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PJP Expense: 57 bp ALTAR Score™: 8.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PJP
Ticker Fund
Name		 Overlap1
vs PJP
(%)		 Expense
ratio
(bp)		 Savings
vs PJP
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PJP
(%)
XPH SPDR S&P Pharmaceuticals ETF 54.3 35 22 5.8 -2.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 49.5 60 -3 11.5 +2.9
IHE iShares U.S. Pharmaceuticals ETF 41.0 40 17 9.4 +0.8
XLV Health Care Select Sector SPDR Fund 36.2 8 49 7.8 -0.8
IYH iShares U.S. Healthcare ETF 36.0 40 17 7.0 -1.6
FHLC Fidelity MSCI Health Care Index ETF 34.8 8 49 6.4 -2.2
MEDX Horizon Kinetics Medical ETF 34.7 85 -28 2.3 -6.3
VHT Vanguard Health Care ETF 33.8 9 48 6.3 -2.3
THNR Amplify Weight Loss Drug & Treatment ETF 30.9 59 -2 5.9 -2.7
IXJ iShares Global Healthcare ETF 29.7 42 15 7.3 -1.3
PPH VanEck Pharmaceutical ETF 28.2 36 21 10.4 +1.8
PINK Simplify Health Care ETF 27.4 50 7 1.0 -7.6
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 24.1 75 -18 1.2 -7.4
HART IQ Healthy Hearts ETF 23.2 45 12 6.7 -1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 20.4 14 43 5.5 -3.1
DHS WisdomTree U.S. High Dividend Fund 19.6 38 19 8.3 -0.3
IBBQ Invesco Nasdaq Biotechnology ETF 19.6 19 38 0.5 -8.1
AGNG Global X Aging Population ETF 19.4 50 7 4.9 -3.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 19.4 40 17 7.7 -0.9
GDOC Goldman Sachs Future Health Care Equity ETF 19.1 75 -18 2.8 -5.8
CANC Tema Oncology ETF 18.3 75 -18 -2.7 -11.3
HDV iShares Core High Dividend ETF 18.1 8 49 7.0 -1.6
FXH First Trust Health Care AlphaDEX Fund 17.7 62 -5 8.9 +0.3
UDI USCF Dividend Income Fund 17.2 65 -8 8.4 -0.2
OZEM Roundhill GLP-1 & Weight Loss ETF 16.9 59 -2 -0.6 -9.2
FBT First Trust NYSE Arca Biotechnology Index Fund 16.3 56 1 4.6 -4.0
IBB iShares Biotechnology ETF 16.2 45 12 0.7 -7.9
BMED Future Health ETF 15.4 85 -28 0.5 -8.1
BBP Virtus LifeSci Biotech Products ETF 15.2 79 -22 -8.7 -17.3
VFLO VictoryShares Free Cash Flow ETF 14.9 39 18 10.8 +2.2
USCF Themes US Cash Flow Champions ETF 14.9 29 28 9.1 +0.5
PBE Invesco Biotechnology & Genome ETF 14.9 58 -1 2.3 -6.3
BBH VanEck Biotech ETF 14.8 35 22 5.3 -3.3
WDNA WisdomTree BioRevolution Fund 14.8 45 12 -1.3 -9.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.7 7 50 7.6 -1.0
XBI SPDR S&P BIOTECH ETF 14.6 35 22 -3.2 -11.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 14.3 29 28 6.4 -2.2
AVIE Avantis  Inflation Focused Equity ETF 14.3 25 32 7.4 -1.2
SCHD Schwab US Dividend Equity ETF 14.3 6 51 10.1 +1.5
BGIG Bahl & Gaynor Income Growth ETF 14.2 45 12 5.5 -3.1
RAFE PIMCO RAFI ESG U.S. ETF 14.0 29 28 7.3 -1.3
HKND Humankind US Stock ETF 14.0 11 46 7.4 -1.2
COWZ Pacer US Cash Cows 100 ETF 13.9 49 8 9.6 +1.0
DFNV Donoghue Forlines Innovation ETF 13.6 69 -12 4.6 -4.0
LGCF Themes US Cash Flow Champions ETF 13.5 30 27 8.5 -0.1
DURA VanEck Durable High Dividend ETF 13.1 29 28 8.7 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 12.8 45 12 9.7 +1.1
QLTY GMO U.S. Quality ETF 12.6 50 7 4.8 -3.8
VALQ American Century U.S. Quality Value ETF 12.6 29 28 7.8 -0.8
TBG TBG Dividend Focus ETF 12.5 59 -2 8.1 -0.5
PSCH Invesco S&P SmallCap Health Care ETF 12.4 29 28 4.5 -4.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.2 60 -3 -2.7 -11.3
DUHP Dimensional US High Profitability ETF 12.2 21 36 6.5 -2.1
SDEP SFP Core Equity Strategy 12.0 10 47 6.4 -2.2
QDEF FlexShares Quality Dividend Defensive Index Fund 11.9 37 20 6.3 -2.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.8 48 9 6.2 -2.4
GCOW Pacer Global Cash Cows Dividend ETF 11.6 60 -3 11.2 +2.6
DGRO iShares Core Dividend Growth ETF 11.6 8 49 6.6 -2.0
ABFL Abacus FCF Leaders ETF 11.2 59 -2 5.5 -3.1
SYNB Putnam BioRevolution ETF 11.2 70 -13 3.1 -5.5
DLN WisdomTree U.S. LargeCap Dividend Fund 11.1 28 29 6.1 -2.5
TTAC FCF US Quality ETF 11.1 59 -2 6.0 -2.6
MNTL Tema Neuroscience and Mental Health ETF 11.0 75 -18 -0.9 -9.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 11.0 59 -2 6.5 -2.1
NUDV Nuveen ESG Dividend ETF 10.8 26 31 7.7 -0.9
ABOT Abacus FCF Innovation Leaders ETF 10.8 69 -12 4.4 -4.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.6 29 28 6.6 -2.0
QLV FlexShares US Quality Low Volatility Index Fund 10.6 22 35 5.8 -2.8
HELX Franklin Genomic Advancements ETF 10.4 50 7 -0.3 -8.9
MODL VictoryShares WestEnd U.S. Sector ETF 10.3 42 15 4.7 -3.9
BRIF FIS Bright Portfolios Focused Equity ETF 10.1 65 -8 5.0 -3.6
MGV Vanguard Mega Cap Value ETF 10.0 7 50 6.7 -1.9
DTD WisdomTree U.S. Total Dividend Fund 9.9 28 29 6.5 -2.1
WRND IQ Global Equity R&D Leaders ETF 9.9 18 39 8.4 -0.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 9.9 60 -3 7.1 -1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.8 56 1 6.5 -2.1
DSTL Distillate US Fundamental Stability & Value ETF 9.7 39 18 8.5 -0.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 9.7 49 8 6.7 -1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.7 35 22 6.2 -2.4
QDF FlexShares Quality Dividend Index Fund 9.7 37 20 6.4 -2.2
SPMV Invesco S&P 500 Minimum Variance ETF 9.6 10 47 5.4 -3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 9.6 15 42 6.0 -2.6
EDOW First Trust Dow 30 Equal Weight ETF 9.5 50 7 5.2 -3.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.4 15 42 6.5 -2.1
STXD Strive 1000 Dividend Growth ETF 9.3 35 22 5.0 -3.6
VIG Vanguard Dividend Appreciation ETF 9.3 5 52 5.7 -2.9
SPDV AAM S&P 500 High Dividend Value ETF 9.3 29 28 11.1 +2.5
PFM Invesco Dividend Achievers ETF 9.2 53 4 5.4 -3.2
LFSC F/m Emerald Life Sciences Innovation ETF 9.2 79 -22 0.0 -8.6
CGDV Capital Group Dividend Value ETF 9.0 33 24 4.6 -4.0
MOTE VanEck Morningstar ESG Moat ETF 9.0 49 8 5.8 -2.8
TINT ProShares Smart Materials ETF 8.8 58 -1 7.5 -1.1
SNPV Xtrackers S&P 500 Value ESG ETF 8.6 15 42 6.9 -1.7
EQWL Invesco S&P 100 Equal Weight ETF 8.6 25 32 6.1 -2.5
FCPI Fidelity Stocks for Inflation ETF 8.6 15 42 7.6 -1.0
FDRR Fidelity Dividend ETF for Rising Rates 8.6 15 42 7.4 -1.2
FLRG Fidelity U.S. Multifactor ETF 8.6 15 42 7.1 -1.5
MBCC Monarch Blue Chips Core ETF 8.6 125 -68 4.1 -4.5
PRXV Praxis Impact Large Cap Value ETF 8.5 36 21 6.7 -1.9
MVAL VanEck Morningstar Wide Moat Value ETF 8.4 49 8 6.5 -2.1
USMC Principal U.S. Mega-Cap ETF 8.4 12 45 4.6 -4.0
VSLU Applied Finance Valuation Large Cap ETF 8.4 49 8 5.7 -2.9
VYM Vanguard High Dividend Yield Index ETF 8.3 6 51 7.3 -1.3
ZECP Zacks Earnings Consistent Portfolio ETF 8.2 55 2 4.9 -3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.1 80 -23 6.8 -1.8
HAPI Harbor Human Capital Factor US Large Cap ETF 8.0 36 21 4.9 -3.7
KONG Formidable Fortress ETF 8.0 89 -32 6.1 -2.5
IPDP Dividend Performers ETF 7.9 122 -65 5.2 -3.4
VFMV Vanguard U.S. Minimum Volatility ETF 7.9 13 44 5.7 -2.9
QDIV Global X S&P 500 Quality Dividend ETF 7.9 20 37 8.6 0.0
CRTC Xtrackers US National Critical Technologies ETF 7.9 35 22 4.9 -3.7
DIVY Sound Equity Dividend Income ETF 7.9 45 12 11.4 +2.8
VTV Vanguard Value ETF 7.8 4 53 7.0 -1.6
SPXT ProShares S&P 500 Ex-Technology ETF 7.8 9 48 5.7 -2.9
SDOG ALPS Sector Dividend Dogs ETF 7.7 36 21 9.6 +1.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 7.6 25 32 12.0 +3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.6 7 50 5.1 -3.5
INCE Franklin Income Equity Focus ETF 7.5 29 28 5.6 -3.0
FDLO Fidelity Low Volatility Factor ETF 7.4 15 42 5.5 -3.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.4 30 27 9.2 +0.6
DGRW WisdomTree US Quality Dividend Growth Fund 7.4 28 29 5.6 -3.0
STXV Strive 1000 Value ETF 7.4 18 39 8.2 -0.4
IWX iShares Russell Top 200 Value ETF 7.4 20 37 6.4 -2.2
BGDV Bahl & Gaynor Dividend ETF 7.3 45 12 4.9 -3.7
EPS WisdomTree U.S. LargeCap Fund 7.3 8 49 5.9 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 7.3 12 45 6.0 -2.6
FELV Fidelity Enhanced Large Cap Value ETF 7.3 18 39 6.9 -1.7
LOWV AB US Low Volatility Equity ETF 7.2 48 9 5.2 -3.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.2 32 25 5.0 -3.6
DIA SPDR Dow Jones Industrial Average ETF Trust 7.1 16 41 5.6 -3.0
DIVZ TrueShares Low Volatility Equity Income ETF 7.1 65 -8 6.6 -2.0
DIVL Madison Dividend Value ETF 7.1 65 -8 6.2 -2.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.1 49 8 4.6 -4.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7.0 10 47 5.3 -3.3
QUS SPDR MSCI USA StrategicFactors ETF 7.0 15 42 5.8 -2.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 -3 4.4 -4.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.0 10 47 5.1 -3.5
FVAL Fidelity Value Factor ETF 6.9 15 42 7.1 -1.5
JGRW Jensen Quality Growth ETF 6.9 57 0 4.6 -4.0
HDUS Hartford Disciplined US Equity ETF 6.9 19 38 5.9 -2.7
FUNL CornerCap Fundametrics Large-Cap ETF 6.9 50 7 7.5 -1.1
FLQL Franklin LibertyQ U.S. Equity ETF 6.9 15 42 5.5 -3.1
SCHV Schwab U.S. Large-Cap Value ETF 6.9 4 53 6.9 -1.7
JGLO JPMorgan Global Select Equity ETF 6.8 33 24 5.0 -3.6
ANEW ProShares MSCI Transformational Changes ETF 6.8 45 12 6.1 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 6.7 15 42 4.5 -4.1
JEPI JPMorgan Equity Premium Income ETF 6.7 35 22 5.5 -3.1
NULV Nuveen ESG Large-Cap Value ETF 6.6 26 31 6.4 -2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 6.6 35 22 5.2 -3.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 6.6 5 52 8.2 -0.4
IDNA iShares Genomics Immunology and Healthcare ETF 6.6 47 10 -2.3 -10.9
CGDG Capital Group Dividend Growers ETF 6.6 47 10 6.2 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 6.5 8 49 5.1 -3.5
SFY SoFi Select 500 ETF 6.5 0 57 4.6 -4.0
PEY Invesco High Yield Equity Dividend Achievers ETF 6.5 52 5 10.3 +1.7
CALF Pacer US Small Cap Cash Cows 100 ETF 6.5 59 -2 11.5 +2.9
SPXN ProShares S&P 500 Ex-Financials ETF 6.5 9 48 5.1 -3.5
ROUS Hartford Multifactor US Equity ETF 6.4 19 38 7.3 -1.3
QUAL iShares MSCI USA Quality Factor ETF 6.4 15 42 5.3 -3.3
FELC Fidelity Enhanced Large Cap Core ETF 6.4 18 39 5.4 -3.2
PWV Invesco Large Cap Value ETF 6.3 55 2 7.5 -1.1
ILCV iShares Morningstar Value ETF 6.3 4 53 6.8 -1.8
VUSE Vident U.S. Equity Strategy ETF 6.3 50 7 4.6 -4.0
DFVX Dimensional US Large Cap Vector ETF 6.3 22 35 6.3 -2.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.3 40 17 3.6 -5.0
USMV iShares MSCI USA Min Vol Factor ETF 6.3 15 42 5.7 -2.9
WOMN Impact Shares YWCA Women's Empowerment ETF 6.3 75 -18 5.4 -3.2
DEW WisdomTree Global High Dividend Fund 6.3 58 -1 8.8 +0.2
SHE SPDR MSCI USA Gender Diversity ETF 6.3 20 37 5.0 -3.6
IVE iShares S&P 500 Value ETF 6.3 18 39 6.4 -2.2
SPYV SPDR Portfolio S&P 500 Value ETF 6.2 4 53 6.5 -2.1
VOOV Vanguard S&P 500 Value ETF 6.2 7 50 6.5 -2.1
RND First Trust Bloomberg R&D Leaders ETF 6.2 60 -3 3.7 -4.9
DIVG Invesco S&P 500 High Dividend Growers ETF 6.2 39 18 8.6 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 6.2 42 15 5.5 -3.1
FFND Future Fund Active ETF 6.1 100 -43 4.4 -4.2
GDIV Harbor Dividend Growth Leaders ETF 6.1 50 7 5.3 -3.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 6.1 68 -11 2.3 -6.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.1 19 38 5.3 -3.3
SNPE Xtrackers S&P 500 ESG ETF 6.1 10 47 5.2 -3.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 6.1 49 8 12.3 +3.7
OEF iShares S&P 100 ETF 6.1 20 37 4.7 -3.9
HLGE Hartford Longevity Economy ETF 6.1 44 13 757.4 +748.8
JAVA JPMorgan Active Value ETF 6.1 44 13 6.5 -2.1
DIVS SmartETFs Dividend Builder ETF 6.0 65 -8 5.0 -3.6
HGRO Hedgeye Quality Growth ETF 6.0 70 -13 3.3 -5.3
EVUS iShares ESG Aware MSCI USA Value ETF 6.0 18 39 6.9 -1.7
IUSV iShares Core S&P US Value ETF 6.0 4 53 6.6 -2.0
JSML Janus Henderson Small Cap Growth Alpha ETF 5.9 30 27 8.3 -0.3
MDLV Morgan Dempsey Large Cap Value ETF 5.9 58 -1 7.6 -1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.9 45 12 4.6 -4.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.9 39 18 12.5 +3.9
ITAN Sparkline Intangible Value ETF 5.9 50 7 6.8 -1.8
MOAT VanEck Morningstar Wide Moat ETF 5.9 46 11 5.8 -2.8
JHDV John Hancock U.S. High Dividend ETF 5.9 34 23 6.8 -1.8
SMRI Bushido Capital US Equity ETF 5.9 71 -14 9.4 +0.8
OALC OneAscent Large Cap Core ETF 5.9 86 -29 4.2 -4.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.8 49 8 4.4 -4.2
FTCS First Trust Capital Strength ETF 5.8 55 2 5.9 -2.7
GINN Goldman Sachs Innovate Equity ETF 5.8 52 5 3.7 -4.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 5.8 12 45 4.6 -4.0
QUVU Hartford Quality Value ETF 5.8 46 11 7.3 -1.3
GNOM Global X Genomics & Biotechnology ETF 5.8 50 7 -3.8 -12.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.8 20 37 5.2 -3.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.7 10 47 4.5 -4.1
QLC FlexShares US Quality Large Cap Index Fund 5.7 25 32 5.6 -3.0
CGUS Capital Group Core Equity ETF 5.7 33 24 4.4 -4.2
GVUS Marketbeta Russell 1000 Value Equity ETF 5.7 12 45 6.7 -1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.7 14 43 5.0 -3.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 5.7 49 8 9.5 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 5.7 10 47 5.0 -3.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.6 50 7 4.2 -4.4
CHGX AXS Change Finance ESG ETF 5.6 49 8 4.9 -3.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.6 10 47 4.5 -4.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.6 60 -3 10.1 +1.5
SPXE ProShares S&P 500 Ex-Energy ETF 5.6 9 48 4.9 -3.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.6 75 -18 4.1 -4.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.5 49 8 3.7 -4.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 5.5 7 50 4.9 -3.7
DIVB iShares Core Dividend ETF 5.5 5 52 7.8 -0.8
DFLV Dimensional US Large Cap Value ETF 5.5 22 35 8.1 -0.5
LRGF iShares U.S. Equity Factor ETF 5.5 8 49 5.6 -3.0
XLG Invesco S&P 500 Top 50 ETF 5.5 20 37 4.5 -4.1
DSPY Tema S&P 500 Historical Weight ETF 5.5 18 39 5.3 -3.3
JVAL JPMorgan U.S. Value Factor ETF 5.5 12 45 8.5 -0.1
CVAR Cultivar ETF 5.4 87 -30 7.0 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 5.4 0 57 5.0 -3.6
MGC Vanguard Mega Cap ETF 5.4 7 50 4.8 -3.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.4 60 -3 4.0 -4.6
VOTE TCW Transform 500 ETF 5.3 5 52 5.0 -3.6
FELG Fidelity Enhanced Large Cap Growth ETF 5.3 18 39 4.8 -3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 5.3 89 -32 10.4 +1.8
BKWO BNY Mellon Women's Opportunities ETF 5.3 50 7 3.7 -4.9
DANA Dana Unconstrained Equity ETF 5.3 50 7 3.0 -5.6
MEDI Harbor Health Care ETF 5.3 80 -23 -1.5 -10.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 5.3 2 55 5.1 -3.5
IOO iShares Global 100 ETF 5.3 41 16 5.0 -3.6
QGRO American Century U.S. Quality Growth ETF 5.2 29 28 3.5 -5.1
VFQY Vanguard U.S. Quality Factor ETF 5.2 13 44 6.5 -2.1
IBRN iShares Neuroscience and Healthcare ETF 5.2 47 10 0.0 -8.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.2 15 42 5.0 -3.6
IWL iShares Russell Top 200 ETF 5.2 15 42 4.8 -3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.2 19 38 6.5 -2.1
DFUV Dimensional US Marketwide Value ETF 5.2 22 35 7.8 -0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 5.1 80 -23 6.2 -2.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.1 11 46 5.0 -3.6
TOPT iShares Top 20 U.S. Stocks ETF 5.1 20 37 4.1 -4.5
ACVF American Conservative Values ETF 5.1 75 -18 4.4 -4.2
REVS Columbia Research Enhanced Value ETF 5.1 19 38 7.9 -0.7
NANC Unusual Whales Subversive Democratic Trading ETF 5.1 75 -18 3.7 -4.9
VONV Vanguard Russell 1000 Value ETF 5.0 7 50 6.7 -1.9
IWD iShares Russell 1000 Value ETF 5.0 19 38 6.6 -2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 39 5.8 -2.8
PAWZ ProShares Pet Care ETF 5.0 50 7 3.7 -4.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 5.0 15 42 4.7 -3.9
GINX SGI Enhanced Global Income ETF 5.0 98 -41 7.0 -1.6
PCGG Polen Capital Global Growth ETF 5.0 85 -28 3.8 -4.8
IHI iShares U.S. Medical Devices ETF 5.0 40 17 3.8 -4.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.0 50 7 8.6 +0.0
PRF Invesco FTSE RAFI US 1000 ETF 5.0 39 18 7.0 -1.6
FNDX Schwab Fundamental US Large Co. Index ETF 5.0 25 32 7.3 -1.3
AVSU Avantis Responsible U.S. Equity ETF 5.0 15 42 6.2 -2.4
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -23 4.5 -4.1
FOVL iShares Focused Value Factor ETF 4.9 25 32 10.2 +1.6
AIEQ AI Powered Equity ETF 4.9 75 -18 3.8 -4.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.9 35 22 6.3 -2.3
FLV American Century Focused Large Cap Value ETF 4.9 42 15 6.9 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.9 29 28 6.2 -2.4
DVND Touchstone Dividend Select ETF 4.9 67 -10 5.8 -2.8
CZAR Themes Natural Monopoly ETF 4.8 35 22 5.5 -3.1
VSDA VictoryShares Dividend Accelerator ETF 4.8 35 22 7.2 -1.4
HLAL Wahed FTSE USA Shariah ETF 4.8 50 7 5.0 -3.6
ABLS Abacus FCF Small Cap Leaders ETF 4.8 59 -2 6.4 -2.2
GVIP Goldman Sachs Hedge Industry VIP ETF 4.8 45 12 3.5 -5.1
CWS AdvisorShares Focused Equity ETF 4.8 84 -27 4.9 -3.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.8 7 50 10.3 +1.7
USRD Themes US R&D Champions ETF 4.8 29 28 4.5 -4.1
FQAL Fidelity Quality Factor ETF 4.7 15 42 5.8 -2.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.7 35 22 8.0 -0.6
GSPY Gotham Enhanced 500 ETF 4.7 50 7 5.4 -3.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.7 38 19 7.9 -0.7
IUS Invesco RAFI Strategic US ETF 4.7 19 38 6.8 -1.8
WBIY WBI Power Factor High Dividend ETF 4.7 100 -43 16.0 +7.4
NACP Impact Shares NAACP Minority Empowerment ETF 4.7 49 8 4.9 -3.7
FNDB Schwab Fundamental US Broad Market Index ETF 4.6 25 32 7.4 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 4.6 20 37 10.0 +1.4
KLMN Invesco MSCI North America Climate ETF 4.6 9 48 5.2 -3.4
ACWV iShares MSCI Global Min Vol Factor ETF 4.6 20 37 5.9 -2.7
RECS Columbia Research Enhanced Core ETF 4.6 15 42 5.9 -2.7
RVER Trenchless Fund ETF 4.6 65 -8 2.4 -6.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.6 35 22 4.2 -4.4
IWY iShares Russell Top 200 Growth ETF 4.6 20 37 4.6 -4.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.6 20 37 4.8 -3.8
VV Vanguard Large-Cap ETF 4.5 4 53 4.9 -3.7
QVML Invesco S&P 500 QVM Multi-factor ETF 4.5 11 46 5.2 -3.4
TOV JLens 500 Jewish Advocacy U.S. ETF 4.5 18 39 4.8 -3.8
STRV Strive 500 ETF 4.5 5 52 4.9 -3.7
QWLD SPDR MSCI World StrategicFactors ETF 4.5 30 27 6.1 -2.5
VOO Vanguard S&P 500 ETF 4.5 3 54 5.1 -3.5
IVV iShares Core S&P 500 ETF 4.5 3 54 5.1 -3.5
SPY SPDR S&P 500 ETF Trust 4.5 9 48 5.0 -3.6
DGT SPDR Global Dow ETF 4.5 50 7 7.3 -1.3
SPLG SPDR Portfolio S&P 500 ETF 4.5 2 55 5.1 -3.5
VLUE iShares MSCI USA Value Factor ETF 4.4 15 42 10.0 +1.4
SAGP Strategas Global Policy Opportunities ETF 4.4 65 -8 5.2 -3.4
PBUS Invesco MSCI USA ETF 4.4 4 53 5.0 -3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.4 25 32 5.9 -2.7
JHML John Hancock Multifactor Large Cap ETF 4.4 29 28 5.5 -3.1
ILCB iShares Morningstar U.S. Equity ETF 4.3 3 54 5.0 -3.6
FMED Fidelity Disruptive Medicine ETF 4.3 50 7 -1.1 -9.7
BDIV AAM Brentview Dividend Growth ETF 4.3 49 8 4.7 -3.9
GGRW Gabelli Growth Innovators ETF 4.3 90 -33 2.3 -6.3
DFSU Dimensional US Sustainability Core 1 ETF 4.3 18 39 5.5 -3.1
SPHQ Invesco S&P 500 Quality ETF 4.3 15 42 5.2 -3.4
LVOL American Century Low Volatility ETF 4.3 29 28 4.8 -3.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.3 9 48 5.3 -3.3
ROSC Hartford Multifactor Small Cap ETF 4.3 34 23 10.1 +1.5
AUSF Global X Adaptive U.S. Factor ETF 4.3 27 30 9.1 +0.5
SCHX Schwab U.S. Large-Cap ETF 4.2 3 54 5.1 -3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.2 38 19 6.3 -2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.2 12 45 4.7 -3.9
VFVA Vanguard U.S. Value Factor ETF 4.2 13 44 11.6 +3.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.2 3 54 5.3 -3.3
VONE Vanguard Russell 1000 ETF 4.2 7 50 5.1 -3.5
AVUS Avantis U.S. Equity ETF 4.2 15 42 6.0 -2.6
IWB iShares Russell 1000 ETF 4.2 15 42 5.0 -3.6
KRMA Global X Conscious Companies ETF 4.2 43 14 6.0 -2.6
ESGV Vanguard ESG U.S. Stock ETF 4.2 9 48 4.9 -3.7
APUE ActivePassive U.S. Equity ETF 4.2 45 12 4.8 -3.8
VFMF Vanguard U.S. Multifactor ETF 4.1 18 39 8.4 -0.2
VTI Vanguard Total Stock Market ETF 4.1 3 54 5.0 -3.6
IYY iShares Dow Jones U.S. ETF 4.1 20 37 4.9 -3.7
SCHK Schwab 1000 Index ETF 4.1 5 52 5.1 -3.5
XVV iShares ESG Screened S&P 500 ETF 4.1 8 49 4.9 -3.7
DFUS Dimensional U.S. Equity ETF 4.1 9 48 5.0 -3.6
JGRO JPMorgan Active Growth ETF 4.1 44 13 3.5 -5.1
FDWM Fidelity Women's Leadership ETF 4.1 59 -2 5.1 -3.5
SQLV Royce Quant Small-Cap Quality Value ETF 4.1 60 -3 10.0 +1.4
DFAU Dimensional US Core Equity Market ETF 4.1 12 45 5.2 -3.4
SWP SWP Growth & Income ETF 4.1 99 -42 4.3 -4.3
KOKU Xtrackers MSCI Kokusai Equity ETF 4.1 9 48 5.3 -3.3
VTHR Vanguard Russell 3000 ETF 4.0 7 50 5.0 -3.6
IWV iShares Russell 3000 ETF 4.0 20 37 4.9 -3.7
SCHB Schwab U.S. Broad Market ETF 4.0 3 54 5.2 -3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.0 3 54 5.1 -3.5
ESGU iShares ESG Aware MSCI USA ETF 4.0 15 42 5.0 -3.6
ADME Aptus Drawdown Managed Equity ETF 4.0 79 -22 4.2 -4.4
USMF WisdomTree U.S. Multifactor Fund 4.0 28 29 6.9 -1.7
CGGO Capital Group Global Growth Equity ETF 3.9 47 10 4.7 -3.9
AFLG First Trust Active Factor Large Cap ETF 3.9 55 2 6.2 -2.4
GK AdvisorShares Gerber Kawasaki ETF 3.9 75 -18 2.5 -6.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.9 58 -1 4.0 -4.6
DCOR Dimensional US Core Equity 1 ETF 3.9 14 43 5.6 -3.0
DVY iShares Select Dividend ETF 3.9 38 19 9.6 +1.0
RVRB Reverb ETF 3.8 30 27 4.7 -3.9
DFAC Dimensional U.S. Core Equity 2 ETF 3.8 17 40 5.7 -2.9
NULG Nuveen ESG Large-Cap Growth ETF 3.8 26 31 3.3 -5.3
WLDR Affinity World Leaders Equity ETF 3.8 67 -10 7.8 -0.8
QVAL Alpha Architect US Quantitative Value ETF 3.8 39 18 9.9 +1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 39 7.9 -0.7
TMDV ProShares Russell US Dividend Growers ETF 3.8 35 22 6.7 -1.9
FTDS First Trust Dividend Strength ETF 3.7 70 -13 8.0 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 3.7 59 -2 4.3 -4.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.7 35 22 4.3 -4.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.7 35 22 10.8 +2.2
DXUV Dimensional US Vector Equity ETF 3.7 28 29 6.5 -2.1
TMFC Motley Fool 100 Index ETF 3.7 50 7 3.6 -5.0
NULC Nuveen ESG Large-Cap ETF 3.7 21 36 4.8 -3.8
DSMC Distillate Small/Mid Cash Flow ETF 3.7 55 2 13.2 +4.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 32 6.0 -2.6
ICAP InfraCap Equity Income Fund ETF 3.7 171 -114 6.9 -1.7
LCF Touchstone US Large Cap Focused ETF 3.6 69 -12 4.4 -4.2
FBCV Fidelity Blue Chip Value ETF 3.6 59 -2 7.5 -1.1
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -12 -0.6 -9.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.6 25 32 5.4 -3.2
CCMG CCM Global Equity ETF 3.6 34 23 8.8 +0.2
VONG Vanguard Russell 1000 Growth ETF 3.6 7 50 4.6 -4.0
IWF iShares Russell 1000 Growth ETF 3.6 19 38 4.4 -4.2
GURU Global X Guru Index ETF 3.6 75 -18 3.5 -5.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.5 60 -3 7.0 -1.6
MBOX Freedom Day Dividend ETF 3.5 39 18 7.7 -0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 27 4.5 -4.1
EBI Longview Advantage ETF 3.5 35 22 6.8 -1.8
QGRW WisdomTree U.S. Quality Growth Fund 3.4 28 29 4.2 -4.4
SSPY Syntax Stratified LargeCap ETF 3.4 30 27 6.8 -1.8
SDY SPDR S&P Dividend ETF 3.4 35 22 6.8 -1.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.4 65 -8 6.5 -2.1
FTGS First Trust Growth Strength ETF 3.4 60 -3 4.9 -3.7
FDMO Fidelity Momentum Factor ETF 3.4 15 42 3.8 -4.8
ULVM VictoryShares US Value Momentum ETF 3.4 20 37 7.5 -1.1
YALL God Bless America ETF 3.4 65 -8 3.8 -4.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.4 12 45 4.6 -4.0
GLOF iShares Global Equity Factor ETF 3.3 20 37 6.8 -1.8
CGGR Capital Group Growth ETF 3.3 39 18 3.2 -5.4
VLU SPDR S&P 1500 Value Tilt ETF 3.3 12 45 7.7 -0.9
TOK iShares MSCI Kokusai ETF 3.3 26 31 5.2 -3.4
YLDE ClearBridge Dividend Strategy ESG ETF 3.3 60 -3 5.8 -2.8
DSI iShares MSCI KLD 400 Social ETF 3.3 25 32 5.0 -3.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 37 7.8 -0.8
SEMG Suncoast Select Growth ETF 3.2 60 -3 4.1 -4.5
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 19 4.7 -3.9
FTA First Trust Large Cap Value AlphaDEX Fund 3.2 59 -2 9.3 +0.7
FBCG Fidelity Blue Chip Growth ETF 3.2 59 -2 2.9 -5.7
KLMT Invesco MSCI Global Climate 500 ETF 3.2 10 47 5.9 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 32 8.2 -0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.1 20 37 5.8 -2.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 37 6.4 -2.2
URTH iShares MSCI World ETF 3.1 24 33 5.3 -3.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.1 12 45 5.8 -2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.1 12 45 5.3 -3.3
YOKE Yoke Core ETF 3.1 42 15 4.5 -4.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -8 4.7 -3.9
BGRO iShares Large Cap Growth Active ETF 3.1 55 2 3.1 -5.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.1 15 42 9.4 +0.8
SUSA iShares MSCI USA ESG Select ETF 3.1 25 32 4.9 -3.7
FFOG Franklin Focused Growth ETF 3.1 61 -4 2.4 -6.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.1 15 42 7.5 -1.1
STXG Strive 1000 Growth ETF 3.1 18 39 4.0 -4.6
FDVV Fidelity High Dividend ETF 3.0 15 42 8.0 -0.6
GVLU Gotham 1000 Value ETF 3.0 50 7 9.2 +0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 42 7.7 -0.9
XT iShares Exponential Technologies ETF 3.0 46 11 4.8 -3.8
ROE Astoria US Quality Kings ETF 3.0 49 8 6.7 -1.9
XSMO Invesco S&P SmallCap Momentum ETF 3.0 39 18 5.8 -2.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.0 80 -23 8.3 -0.3
FVD First Trust Value Line Dividend Index Fund 2.9 65 -8 6.5 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.9 29 28 4.5 -4.1
VOOG Vanguard S&P 500 Growth ETF 2.9 7 50 4.2 -4.4
EGUS iShares ESG Aware MSCI USA Growth ETF 2.9 18 39 4.2 -4.4
SPYG SPDR Portfolio S&P 500 Growth ETF 2.9 4 53 4.2 -4.4
IVW iShares S&P 500 Growth ETF 2.9 18 39 4.0 -4.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.9 65 -8 3.8 -4.8
JPEF JPMorgan Equity Focus ETF 2.9 50 7 4.4 -4.2
GOP Unusual Whales Subversive Republican Trading ETF 2.9 50 7 5.9 -2.7
AVLV Avantis U.S. Large Cap Value ETF 2.9 15 42 8.0 -0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.9 60 -3 2.1 -6.5
LOGO Alpha Brands Consumption Leaders ETF 2.8 69 -12 6.2 -2.4
DUSA Davis Select U.S. Equity ETF 2.8 61 -4 7.4 -1.2
ACWI iShares MSCI ACWI ETF 2.8 32 25 5.7 -2.9
PEXL Pacer US Export Leaders ETF 2.8 60 -3 4.8 -3.8
IUSG iShares Core S&P U.S. Growth ETF 2.8 4 53 4.3 -4.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.8 70 -13 4.8 -3.8
LIVR Intelligent Livermore ETF 2.8 69 -12 6.2 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.8 9 48 5.9 -2.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 30 7.1 -1.5
RWL Invesco S&P 500 Revenue ETF 2.7 39 18 6.8 -1.8
ECML Euclidean Fundamental Value ETF 2.7 95 -38 12.5 +3.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.7 60 -3 4.8 -3.8
RNIN Bushido Capital US SMID Cap Equity ETF 2.7 70 -13 5.1 -3.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.7 71 -14 0.5 -8.1
AGQI First Trust Active Global Quality Income ETF 2.7 85 -28 5.3 -3.3
YOLO AdvisorShares Pure Cannabis ETF 2.6 103 -46 -6.2 -14.8
TOKE Cambria Cannabis ETF 2.6 42 15 1.9 -6.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.6 60 -3 6.2 -2.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.6 55 2 4.2 -4.4
SHRY First Trust Bloomberg Shareholder Yield ETF 2.6 60 -3 7.9 -0.7
ILCG iShares Morningstar Growth ETF 2.6 4 53 3.8 -4.8
AVUQ Avantis U.S. Quality ETF 2.6 15 42 4.9 -3.7
MGK Vanguard Mega Cap Growth ETF 2.6 7 50 4.1 -4.5
MAGA Point Bridge America First ETF 2.5 72 -15 6.2 -2.4
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -18 2.7 -5.9
CSMD Congress SMid Growth ETF 2.5 69 -12 3.9 -4.7
VT Vanguard Total World Stock ETF 2.5 6 51 6.0 -2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.5 9 48 6.2 -2.4
MAVF Matrix Advisors Value ETF 2.5 75 -18 6.0 -2.6
RCGE RockCreek Global Equality ETF 2.4 95 -38 6.4 -2.2
TAX Cambria Tax Aware ETF 2.4 49 8 5.3 -3.3
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -18 7.9 -0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 2.4 80 -23 6.3 -2.3
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 45 9.4 +0.8
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 39 5.7 -2.9
XMHQ Invesco S&P MidCap Quality ETF 2.4 25 32 7.4 -1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.4 20 37 6.1 -2.5
QTOP iShares Nasdaq Top 30 Stocks ETF 2.4 20 37 4.3 -4.3
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -8 9.0 +0.4
SLYG SPDR S&P 600 Small Cap Growth ETF 2.3 15 42 5.8 -2.8
RSP Invesco S&P 500 Equal Weight ETF 2.3 20 37 6.5 -2.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 47 5.8 -2.8
SXQG ETC 6 Meridian Quality Growth ETF 2.3 100 -43 4.7 -3.9
SCHG Schwab U.S. Large-Cap Growth ETF 2.3 4 53 4.0 -4.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.3 59 -2 6.1 -2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 27 6.9 -1.7
MTUM iShares MSCI USA Momentum Factor ETF 2.2 15 42 3.6 -5.0
TOLL Tema Monopolies and Oligopolies ETF 2.2 75 -18 3.9 -4.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.2 29 28 8.9 +0.3
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -8 2.9 -5.7
VUG Vanguard Growth ETF 2.2 4 53 4.1 -4.5
INRO iShares U.S. Industry Rotation Active ETF 2.2 42 15 4.7 -3.9
SRHQ SRH U.S. Quality ETF 2.2 35 22 7.7 -0.9
PRXG Praxis Impact Large Cap Growth ETF 2.2 36 21 4.1 -4.5
RFFC ALPS Active Equity Opportunity ETF 2.2 48 9 4.5 -4.1
ARKG ARK Genomic Revolution ETF 2.2 75 -18 0.0 -8.6
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -33 4.0 -4.6
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 48 6.2 -2.4
QQQ Invesco QQQ Trust Series I 2.1 20 37 4.1 -4.5
CFA VictoryShares US 500 Volatility Wtd ETF 2.1 35 22 6.0 -2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.1 40 17 5.9 -2.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.1 49 8 4.3 -4.3
QQQM Invesco NASDAQ 100 ETF 2.1 15 42 4.2 -4.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 17 7.4 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -10 10.5 +1.9
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 9 4.6 -4.0
SIZE iShares MSCI USA Size Factor ETF 2.1 15 42 5.9 -2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.1 25 32 5.4 -3.2
SPLV Invesco S&P 500 Low Volatility ETF 2.1 25 32 5.3 -3.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 42 4.3 -4.3
DIV Global X SuperDividend US ETF 2.0 45 12 12.0 +3.4
LEAD Siren DIVCON Leaders Dividend ETF 2.0 43 14 4.4 -4.2
SBIO ALPS Medical Breakthroughs ETF 2.0 50 7 0.0 -8.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -3 6.4 -2.2
XSLV Invesco S&P SmallCap Low Volatility ETF 2.0 25 32 7.6 -1.0
GQQQ Astoria US Quality Growth Kings ETF 2.0 35 22 4.8 -3.8
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -23 4.8 -3.8
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 37 4.1 -4.5
DWLD Davis Select Worldwide ETF 2.0 63 -6 7.5 -1.1
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -4 6.6 -2.0
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -19 5.4 -3.2
MDEV First Trust Indxx Medical Devices ETF 2.0 70 -13 4.4 -4.2
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 -3 6.2 -2.4
BFOR ALPS Barron's 400 ETF 1.9 65 -8 6.2 -2.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 18 3.1 -5.5
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -3 7.0 -1.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -2 3.9 -4.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.9 70 -13 4.8 -3.8
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -2 9.9 +1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.9 39 18 6.2 -2.4
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 40 7.1 -1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 22 10.0 +1.4
DEEP Roundhill Acquirers Deep Value ETF 1.8 80 -23 18.3 +9.7
FDG American Century Focused Dynamic Growth ETF 1.8 45 12 2.1 -6.5
BEEX BeeHive ETF 1.8 84 -27 4.4 -4.2
EES WisdomTree U.S. SmallCap Fund 1.8 38 19 9.4 +0.8
XHE SPDR S&P Health Care Equipment ETF 1.8 35 22 3.0 -5.6
QQQS Invesco NASDAQ Future Gen 200 ETF 1.8 20 37 -2.8 -11.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 5 6.7 -1.9
AVMV Avantis U.S. Mid Cap Value ETF 1.8 20 37 9.0 +0.4
PSC Principal U.S. Small-Cap ETF 1.8 38 19 7.0 -1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 37 6.0 -2.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 45 7.7 -0.9
SYLD Cambria Shareholder Yield ETF 1.8 59 -2 12.1 +3.5
RGEF Rockefeller Global Equity ETF 1.8 55 2 4.9 -3.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.7 49 8 6.4 -2.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.7 20 37 4.3 -4.3
BUL Pacer US Cash Cows Growth ETF 1.7 60 -3 6.3 -2.3
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -32 4.8 -3.8
IJR iShares Core S&P Small Cap ETF 1.7 6 51 8.1 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -8 3.5 -5.1
XMMO Invesco S&P MidCap Momentum ETF 1.7 34 23 5.7 -2.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 45 7.7 -0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 42 8.2 -0.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.6 50 7 5.7 -2.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 36 3.8 -4.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 54 8.1 -0.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -38 0.6 -8.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 50 8.1 -0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 1.6 35 22 13.8 +5.2
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 42 7.4 -1.2
DFSV Dimensional US Small Cap Value ETF 1.6 31 26 10.8 +2.3
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 32 6.2 -2.4
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 44 3.2 -5.4
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 29 9.9 +1.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 28 4.9 -3.7
RPV Invesco S&P 500 Pure Value ETF 1.5 35 22 10.8 +2.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 22 9.4 +0.8
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 7 7.6 -1.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 42 4.6 -4.0
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 45 8.4 -0.2
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 34 5.8 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -22 4.5 -4.1
CGV Conductor Global Equity Value ETF 1.3 130 -73 8.7 +0.2
SFYF SoFi Social 50 ETF 1.3 29 28 0.3 -8.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -7 2.4 -6.2
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 51 9.7 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -2 2.8 -5.8
BLCR iShares Large Cap Core Active ETF 1.3 36 21 3.7 -4.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.3 20 37 4.8 -3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 48 5.0 -3.6
HAPS Harbor Human Capital Factor US Small Cap ETF 1.2 60 -3 4.3 -4.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.2 15 42 8.3 -0.3
SPGP Invesco S&P 500 GARP ETF 1.2 34 23 9.3 +0.7
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -5 4.1 -4.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 42 6.4 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 33 8.1 -0.5
FESM Fidelity Enhanced Small Cap ETF 1.1 28 29 8.0 -0.6
PY Principal Value ETF 1.1 15 42 7.5 -1.1
VBR Vanguard Small Cap Value ETF 1.1 7 50 9.4 +0.8
ABLG Abacus FCF International Leaders ETF 1.1 59 -2 6.3 -2.3
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 5 7.2 -1.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 42 6.2 -2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 48 4.7 -3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 1.1 20 37 7.2 -1.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 22 7.8 -0.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 37 7.1 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 33 8.4 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 1.1 70 -13 11.7 +3.1
WDIV SPDR S&P Global Dividend ETF 1.1 40 17 9.6 +1.0
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 47 1.5 -7.1
IWO iShares Russell 2000 Growth ETF 1.1 24 33 1.4 -7.2
TMAT Main Thematic Innovation ETF 1.1 164 -107 -1.4 -10.0
LGRO Level Four Large Cap Growth Active ETF 1.0 55 2 3.8 -4.8
EZM WisdomTree U.S. MidCap Fund 1.0 38 19 9.5 +0.9
DFAS Dimensional U.S. Small Cap ETF 1.0 26 31 6.8 -1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 27 8.5 -0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 22 7.3 -1.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -49 12.2 +3.6
IWM iShares Russell 2000 ETF 1.0 19 38 4.7 -3.9
VTWO Vanguard Russell 2000 ETF 1.0 7 50 4.7 -3.9
ETHO Etho Climate Leadership U.S. ETF 1.0 47 10 5.5 -3.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.0 60 -3 5.2 -3.4
IWC iShares Micro-Cap ETF 1.0 60 -3 -0.6 -9.2
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -23 12.0 +3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 42 7.7 -0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 18 6.8 -1.8
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 28 4.8 -3.8
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 26 7.2 -1.4
RNMC First Trust Mid Cap US Equity Select ETF 0.9 60 -3 6.5 -2.1
IWN iShares Russell 2000 Value ETF 0.9 24 33 8.1 -0.5
VTWV Vanguard Russell 2000 Value ETF 0.9 10 47 8.2 -0.4
ISCB iShares Morningstar Small-Cap ETF 0.9 4 53 6.4 -2.2
BUZZ VanEck Social Sentiment ETF 0.9 75 -18 0.1 -8.5
FSCS First Trust SMID Capital Strength ETF 0.9 60 -3 7.1 -1.5
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 39 10.5 +1.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 22 5.6 -3.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 40 6.1 -2.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -16 11.7 +3.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 2 10.6 +2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 47 6.1 -2.5
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 15 7.0 -1.6
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 39 7.1 -1.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.8 15 42 6.1 -2.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 10 47 10.6 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.8 15 42 10.6 +2.0
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 33 7.5 -1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 18 9.9 +1.3
IJH iShares Core S&P Mid-Cap ETF 0.8 5 52 7.7 -0.9
RSSL Global X Russell 2000 ETF 0.8 8 49 4.7 -3.9
FLDZ RiverNorth Patriot ETF 0.8 75 -18 6.2 -2.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 54 7.7 -0.9
STXK Strive Small-Cap ETF 0.8 18 39 6.4 -2.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 50 6.3 -2.3
PTL Inspire 500 ETF 0.8 9 48 5.5 -3.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 50 7.6 -1.0
VB Vanguard Small-Cap ETF 0.8 5 52 6.3 -2.3
SFYX SoFi Next 500 ETF 0.8 0 57 6.1 -2.5
SCHA Schwab U.S. Small-Cap ETF 0.8 4 53 6.4 -2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 39 9.2 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -3 7.9 -0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 53 6.3 -2.3
VAMO Cambria Value & Momentum ETF 0.7 61 -4 6.4 -2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 42 9.2 +0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 45 7.4 -1.2
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 19 9.1 +0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 47 9.2 +0.6
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 32 10.6 +2.0
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 53 6.9 -1.7
VXF Vanguard Extended Market ETF 0.7 5 52 4.9 -3.7
GLBL Pacer MSCI World Industry Advantage ETF 0.7 65 -8 4.3 -4.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 5 6.8 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 53 6.3 -2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 5 5.5 -3.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -1 5.5 -3.1
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 15 6.6 -2.0
NIXT Research Affiliates Deletions ETF 0.6 9 48 9.2 +0.6
SVAL iShares US Small Cap Value Factor ETF 0.6 20 37 11.2 +2.6
IWS iShares Russell Mid-Cap Value ETF 0.6 23 34 7.0 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 32 8.2 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 40 6.1 -2.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 51 8.4 -0.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 51 3.0 -5.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 10 9.7 +1.1
PKW Invesco Buyback Achievers ETF 0.5 62 -5 7.5 -1.1
VOE Vanguard Mid-Cap Value ETF 0.5 7 50 7.9 -0.7
ISMD Inspire Small/Mid Cap ETF 0.5 54 3 6.3 -2.3
STXM Strive Mid-Cap ETF 0.5 18 39 6.5 -2.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 18 10.0 +1.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 18 9.9 +1.3
MVPA Miller Value Partners Appreciation ETF 0.4 60 -3 9.4 +0.8
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 22 3.2 -5.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -13 3.1 -5.5
IWR iShares Russell Midcap ETF 0.4 19 38 6.0 -2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -8 2.2 -6.4
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 47 4.7 -3.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.4 55 2 4.8 -3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 22 11.1 +2.6
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 44 10.3 +1.7
VIDI Vident International Equity Strategy ETF 0.4 61 -4 11.5 +2.9
LQPE PEO AlphaQuest Thematic PE ETF 0.4 125 -68 5.4 -3.2
SMMD iShares Russell 2500 ETF 0.4 15 42 6.6 -2.0
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 28 8.4 -0.2
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 37 2.8 -5.8
VBK Vanguard Small-Cap Growth ETF 0.3 7 50 2.0 -6.6
VO Vanguard Mid-Cap ETF 0.3 4 53 5.9 -2.7
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 53 6.1 -2.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 14 6.4 -2.2
FPX First Trust US Equity Opportunities ETF 0.1 61 -4 1.0 -7.6
WCEO Hypatia Women CEO ETF 0.1 85 -28 4.5 -4.1
NUSC Nuveen ESG Small-Cap ETF 0.1 31 26 5.6 -3.0
OPTZ Optimize Strategy Index ETF 0.1 50 7 5.2 -3.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 32 9.7 +1.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 12 9.0 +0.4

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco Pharmaceuticals ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.7 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 57 bp
Equals: ALTAR Score 8.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.59
 
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.