Invesco Pharmaceuticals ETF
ALTAR
Score™		 7.9% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 15.3x P/Sales
ratio		 2.8x
P/BV
ratio		 2.5x Div.
yield		 1.9%


  • 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) $261
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) $117,487
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
ABBVIE INC 5.2 %
ELI LILLY & CO 5.1 %
ABBOTT LABORATORIES 5.0 %
JOHNSON & JOHNSON 5.0 %
GILEAD SCIENCES INC 4.9 %
MERCK & CO. INC. 4.8 %
PFIZER INC 4.7 %
AMGEN INC 4.7 %
TRAVERE THERAPEUTICS, INC. 3.6 %
UNITED THERAPEUTICS CORP 3.5 %
Total 46.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.9 %
IRELAND 5.3 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.3% 2.2% 7.6% 3.3% 10.7%

Market Correlations
versus... Beta R-squared
S&P500 0.48 27%
MSCI EAFE 0.40 21%
MSCI Emg. Mkts. 0.25 9%

Technical Indicators
Recent close $90.91
30d moving avg. $89.52
Annualized volatility 14.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 6.9%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.2%
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™: 7.9%


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 54.7 35 22 6.3 -1.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 49.7 60 -3 10.7 +2.8
IHE iShares U.S. Pharmaceuticals ETF 40.8 40 17 8.7 +0.8
XLV Health Care Select Sector SPDR Fund 36.2 8 49 7.8 -0.1
IYH iShares U.S. Healthcare ETF 36.2 40 17 7.1 -0.9
VHT Vanguard Health Care ETF 34.3 9 48 6.2 -1.8
FHLC Fidelity MSCI Health Care Index ETF 33.3 8 49 6.4 -1.5
MEDX Horizon Kinetics Medical ETF 33.3 85 -28 2.0 -6.0
THNR Amplify Weight Loss Drug & Treatment ETF 32.0 59 -2 6.7 -1.2
IXJ iShares Global Healthcare ETF 30.0 42 15 7.3 -0.6
PPH VanEck Pharmaceutical ETF 28.6 36 21 8.8 +0.9
PINK Simplify Health Care ETF 28.3 50 7 1.0 -6.9
HRTS Tema Heart & Health ETF 25.1 75 -18 1.3 -6.6
HART IQ Healthy Hearts ETF 22.3 45 12 6.7 -1.3
FXH First Trust Health Care AlphaDEX Fund 22.2 62 -5 8.6 +0.6
PBE Invesco Biotechnology & Genome ETF 21.0 58 -1 1.3 -6.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 20.6 40 17 8.4 +0.4
IBBQ Invesco Nasdaq Biotechnology ETF 20.5 19 38 0.4 -7.5
AGNG Global X Aging Population ETF 20.2 50 7 4.9 -3.1
DHS WisdomTree U.S. High Dividend Fund 18.9 38 19 8.1 +0.1
GDOC Goldman Sachs Future Health Care Equity ETF 18.9 75 -18 2.8 -5.1
LRND IQ U.S. Large Cap R&D Leaders ETF 18.8 14 43 5.3 -2.7
HDV iShares Core High Dividend ETF 18.4 8 49 7.2 -0.7
FBT First Trust NYSE Arca Biotechnology Index Fund 18.1 56 1 5.2 -2.8
CANC Tema Oncology ETF 17.5 75 -18 -2.8 -10.7
UDI USCF Dividend Income Fund 17.1 65 -8 8.1 +0.2
IBB iShares Biotechnology ETF 16.8 45 12 0.5 -7.5
BBP Virtus LifeSci Biotech Products ETF 16.5 79 -22 -2.2 -10.1
OZEM Roundhill GLP-1 & Weight Loss ETF 15.7 59 -2 0.5 -7.5
XBI SPDR S&P BIOTECH ETF 15.7 35 22 -2.5 -10.5
USCF Themes US Cash Flow Champions ETF 15.2 29 28 8.5 +0.6
BBH VanEck Biotech ETF 15.1 35 22 5.7 -2.2
AVIE Avantis  Inflation Focused Equity ETF 15.0 25 32 7.4 -0.6
SCHD Schwab US Dividend Equity ETF 14.8 6 51 9.8 +1.9
BMED Future Health ETF 14.7 85 -28 0.5 -7.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 14.6 29 28 6.5 -1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.4 7 50 7.4 -0.5
COWZ Pacer US Cash Cows 100 ETF 14.1 49 8 9.5 +1.6
BGIG Bahl & Gaynor Income Growth ETF 14.0 45 12 5.2 -2.8
PSCH Invesco S&P SmallCap Health Care ETF 14.0 29 28 4.5 -3.4
VFLO VictoryShares Free Cash Flow ETF 14.0 39 18 10.4 +2.5
WDNA WisdomTree BioRevolution Fund 13.9 45 12 -1.4 -9.4
LGCF Themes US Cash Flow Champions ETF 13.7 30 27 8.3 +0.3
DFNV Donoghue Forlines Innovation ETF 13.6 69 -12 4.5 -3.4
DURA VanEck Durable High Dividend ETF 13.3 29 28 8.6 +0.7
RAFE PIMCO RAFI ESG U.S. ETF 13.2 29 28 7.0 -0.9
HKND Humankind US Stock ETF 12.9 11 46 7.1 -0.9
TBG TBG Dividend Focus ETF 12.7 59 -2 7.9 -0.0
DUHP Dimensional US High Profitability ETF 12.3 21 36 6.3 -1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 12.3 45 12 10.6 +2.7
QLTY GMO U.S. Quality ETF 12.2 50 7 4.6 -3.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 12.2 48 9 6.0 -1.9
ABOT Abacus FCF Innovation Leaders ETF 12.2 69 -12 4.6 -3.4
DGRO iShares Core Dividend Growth ETF 12.0 8 49 6.5 -1.5
VALQ American Century U.S. Quality Value ETF 11.9 29 28 7.7 -0.2
HELX Franklin Genomic Advancements ETF 11.8 50 7 -0.2 -8.2
GCOW Pacer Global Cash Cows Dividend ETF 11.8 60 -3 11.0 +3.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 11.6 59 -2 6.2 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 11.5 37 20 5.9 -2.0
TTAC FCF US Quality ETF 11.1 59 -2 6.3 -1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.0 30 27 9.0 +1.0
LFSC F/m Emerald Life Sciences Innovation ETF 10.7 79 -22 0.0 -7.9
DLN WisdomTree U.S. LargeCap Dividend Fund 10.7 28 29 5.9 -2.0
ABFL Abacus FCF Leaders ETF 10.7 59 -2 5.2 -2.7
SYNB Putnam BioRevolution ETF 10.7 70 -13 3.0 -5.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.5 60 -3 7.6 -0.3
DSTL Distillate US Fundamental Stability & Value ETF 10.4 39 18 8.2 +0.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.4 15 42 5.6 -2.4
MGV Vanguard Mega Cap Value ETF 10.4 7 50 6.6 -1.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 10.2 49 8 5.8 -2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 9.9 25 32 11.0 +3.1
QLV FlexShares US Quality Low Volatility Index Fund 9.9 22 35 5.6 -2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.8 29 28 6.4 -1.6
NUDV Nuveen ESG Dividend ETF 9.8 26 31 7.7 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 9.8 50 7 5.4 -2.6
SPMV Invesco S&P 500 Minimum Variance ETF 9.8 10 47 5.3 -2.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.6 35 22 5.9 -2.0
PWV Invesco Large Cap Value ETF 9.6 55 2 7.0 -0.9
DTD WisdomTree U.S. Total Dividend Fund 9.5 28 29 6.3 -1.7
QDF FlexShares Quality Dividend Index Fund 9.5 37 20 6.1 -1.8
STXD Strive 1000 Dividend Growth ETF 9.5 35 22 4.8 -3.2
MODL VictoryShares WestEnd U.S. Sector ETF 9.5 42 15 4.5 -3.5
VIG Vanguard Dividend Appreciation ETF 9.4 5 52 5.5 -2.4
KONG Formidable Fortress ETF 9.3 89 -32 6.0 -1.9
BRIF FIS Bright Portfolios Focused Equity ETF 9.3 65 -8 4.8 -3.2
STXV Strive 1000 Value ETF 9.3 18 39 8.0 +0.1
PFM Invesco Dividend Achievers ETF 9.2 53 4 5.2 -2.7
WRND IQ Global Equity R&D Leaders ETF 9.1 18 39 8.0 +0.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.1 56 1 6.0 -1.9
FCPI Fidelity Stocks for Inflation ETF 9.0 15 42 7.4 -0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.0 15 42 6.6 -1.4
PRXV Praxis Impact Large Cap Value ETF 8.9 36 21 6.5 -1.5
DIVL Madison Dividend Value ETF 8.7 65 -8 5.9 -2.1
MOTE VanEck Morningstar ESG Moat ETF 8.7 49 8 6.1 -1.9
EQWL Invesco S&P 100 Equal Weight ETF 8.7 25 32 6.2 -1.7
ABLS Abacus FCF Small Cap Leaders ETF 8.6 59 -2 6.1 -1.8
VYM Vanguard High Dividend Yield Index ETF 8.6 6 51 7.0 -1.0
FLRG Fidelity U.S. Multifactor ETF 8.5 15 42 6.9 -1.1
CGDV Capital Group Dividend Value ETF 8.3 33 24 4.5 -3.4
USMC Principal U.S. Mega-Cap ETF 8.2 12 45 4.3 -3.7
DIVY Sound Equity Dividend Income ETF 8.1 45 12 9.7 +1.7
VTV Vanguard Value ETF 8.1 4 53 6.8 -1.1
MVAL VanEck Morningstar Wide Moat Value ETF 8.1 49 8 6.6 -1.3
VSLU Applied Finance Valuation Large Cap ETF 8.1 49 8 5.5 -2.5
QDIV Global X S&P 500 Quality Dividend ETF 8.0 20 37 8.8 +0.9
FDRR Fidelity Dividend ETF for Rising Rates 8.0 15 42 6.9 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 8.0 15 42 6.7 -1.2
SDOG ALPS Sector Dividend Dogs ETF 7.9 36 21 9.4 +1.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.8 80 -23 6.7 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 7.6 13 44 5.7 -2.2
INCE Franklin Income Equity Focus ETF 7.5 29 28 5.6 -2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 7.5 36 21 4.8 -3.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -3 4.6 -3.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.4 50 7 4.2 -3.7
SAMM Strategas Macro Momentum ETF 7.4 66 -9 2.3 -5.7
JGRW Jensen Quality Growth ETF 7.4 57 0 4.5 -3.4
CRTC Xtrackers US National Critical Technologies ETF 7.4 35 22 4.7 -3.2
ZECP Zacks Earnings Consistent Portfolio ETF 7.4 55 2 4.8 -3.1
MBCC Monarch Blue Chips Core ETF 7.3 125 -68 4.2 -3.8
BGDV Bahl & Gaynor Dividend ETF 7.2 45 12 4.6 -3.3
CALF Pacer US Small Cap Cash Cows 100 ETF 7.2 59 -2 10.7 +2.7
VUSE Vident U.S. Equity Strategy ETF 7.2 50 7 4.5 -3.5
DIA SPDR Dow Jones Industrial Average ETF Trust 7.2 16 41 5.4 -2.5
FUNL CornerCap Fundametrics Large-Cap ETF 7.1 50 7 7.2 -0.7
DIVZ TrueShares Low Volatility Equity Income ETF 7.1 65 -8 6.6 -1.4
SCHV Schwab U.S. Large-Cap Value ETF 7.1 4 53 6.7 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 7.1 12 45 5.8 -2.1
QUS SPDR MSCI USA StrategicFactors ETF 7.1 15 42 5.7 -2.3
FELV Fidelity Enhanced Large Cap Value ETF 7.0 18 39 6.7 -1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.0 7 50 5.0 -2.9
IDNA iShares Genomics Immunology and Healthcare ETF 7.0 47 10 -2.1 -10.1
SPDV AAM S&P 500 High Dividend Value ETF 6.9 29 28 10.5 +2.5
EPS WisdomTree U.S. LargeCap Fund 6.9 8 49 5.6 -2.3
FDLO Fidelity Low Volatility Factor ETF 6.9 15 42 5.3 -2.6
WOMN Impact Shares YWCA Women's Empowerment ETF 6.8 75 -18 5.4 -2.6
DGRW WisdomTree US Quality Dividend Growth Fund 6.8 28 29 5.4 -2.5
SPXT ProShares S&P 500 Ex-Technology ETF 6.8 9 48 5.5 -2.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.7 45 12 4.3 -3.6
RND First Trust Bloomberg R&D Leaders ETF 6.7 60 -3 3.5 -4.4
USMV iShares MSCI USA Min Vol Factor ETF 6.7 15 42 5.8 -2.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.7 32 25 4.9 -3.0
XMAG Defiance Large Cap ex-Mag 7 ETF 6.7 35 22 5.1 -2.9
FLQL Franklin LibertyQ U.S. Equity ETF 6.6 15 42 5.2 -2.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.6 40 17 3.7 -4.3
FVAL Fidelity Value Factor ETF 6.6 15 42 6.8 -1.2
LOWV AB US Low Volatility Equity ETF 6.6 48 9 5.1 -2.9
IWX iShares Russell Top 200 Value ETF 6.6 20 37 6.2 -1.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 6.6 49 8 11.2 +3.3
HDUS Hartford Disciplined US Equity ETF 6.6 19 38 5.6 -2.4
DFVX Dimensional US Large Cap Vector ETF 6.5 22 35 6.2 -1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 6.5 8 49 4.9 -3.1
SMRI Bushido Capital US Equity ETF 6.5 71 -14 9.6 +1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6.5 10 47 5.1 -2.9
ILCV iShares Morningstar Value ETF 6.5 4 53 6.4 -1.6
VOOV Vanguard S&P 500 Value ETF 6.4 7 50 6.3 -1.7
IVE iShares S&P 500 Value ETF 6.4 18 39 6.2 -1.8
SPYV SPDR Portfolio S&P 500 Value ETF 6.4 4 53 6.3 -1.7
JGLO JPMorgan Global Select Equity ETF 6.4 33 24 4.9 -3.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 6.4 5 52 8.0 +0.0
QVAL Alpha Architect US Quantitative Value ETF 6.4 39 18 9.6 +1.6
JSML Janus Henderson Small Cap Growth Alpha ETF 6.4 30 27 7.6 -0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.3 10 47 4.9 -3.0
QUAL iShares MSCI USA Quality Factor ETF 6.3 15 42 5.4 -2.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 6.3 49 8 4.6 -3.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 6.3 7 50 9.9 +1.9
USRD Themes US R&D Champions ETF 6.3 29 28 4.5 -3.4
FTCS First Trust Capital Strength ETF 6.3 55 2 5.9 -2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.3 19 38 5.3 -2.7
EVUS iShares ESG Aware MSCI USA Value ETF 6.3 18 39 6.5 -1.5
DIVS SmartETFs Dividend Builder ETF 6.2 65 -8 5.0 -2.9
SFY SoFi Select 500 ETF 6.2 0 57 4.3 -3.6
ROUS Hartford Multifactor US Equity ETF 6.2 19 38 7.0 -1.0
IUSV iShares Core S&P US Value ETF 6.1 4 53 6.4 -1.5
DEW WisdomTree Global High Dividend Fund 6.1 58 -1 8.3 +0.4
MDLV Morgan Dempsey Large Cap Value ETF 6.1 58 -1 7.4 -0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 6.1 39 18 8.4 +0.5
SHE SPDR MSCI USA Gender Diversity ETF 6.1 20 37 5.0 -2.9
SNPG Xtrackers S&P 500 Growth ESG ETF 6.1 15 42 4.4 -3.5
JEPI JPMorgan Equity Premium Income ETF 6.0 35 22 5.7 -2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 6.0 49 8 9.4 +1.5
HLGE Hartford Longevity Economy ETF 6.0 44 13 -0.4 -8.3
FELC Fidelity Enhanced Large Cap Core ETF 6.0 18 39 5.1 -2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 6.0 52 5 10.2 +2.3
DFLV Dimensional US Large Cap Value ETF 5.9 22 35 7.8 -0.2
ANEW ProShares MSCI Transformational Changes ETF 5.9 45 12 6.1 -1.9
WBIY WBI Power Factor High Dividend ETF 5.9 100 -43 14.8 +6.8
OEF iShares S&P 100 ETF 5.9 20 37 4.4 -3.5
SIXS ETC 6 Meridian Small Cap Equity ETF 5.9 89 -32 9.8 +1.9
ITAN Sparkline Intangible Value ETF 5.9 50 7 6.5 -1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 5.9 42 15 5.3 -2.6
CGDG Capital Group Dividend Growers ETF 5.8 47 10 6.2 -1.8
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 31 6.4 -1.6
DIVB iShares Core Dividend ETF 5.8 5 52 8.1 +0.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 5.8 68 -11 2.4 -5.5
MOAT VanEck Morningstar Wide Moat ETF 5.7 46 11 5.8 -2.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.7 10 47 4.3 -3.7
DFUV Dimensional US Marketwide Value ETF 5.6 22 35 7.5 -0.5
FFND Future Fund Active ETF 5.6 100 -43 4.2 -3.7
CHGX AXS Change Finance ESG ETF 5.6 49 8 4.8 -3.2
IBRN iShares Neuroscience and Healthcare ETF 5.6 47 10 0.0 -7.9
SIXL ETC 6 Meridian Low Beta Equity ETF 5.6 80 -23 6.2 -1.8
HGRO Hedgeye Quality Growth ETF 5.6 70 -13 3.3 -4.6
GVUS Marketbeta Russell 1000 Value Equity ETF 5.6 12 45 6.5 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 5.6 10 47 4.9 -3.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.5 10 47 4.3 -3.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.5 60 -3 9.3 +1.4
QUVU Hartford Quality Value ETF 5.5 46 11 7.3 -0.7
OALC OneAscent Large Cap Core ETF 5.5 86 -29 4.0 -3.9
SNPE Xtrackers S&P 500 ESG ETF 5.5 10 47 5.0 -2.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.5 49 8 3.8 -4.1
LRGF iShares U.S. Equity Factor ETF 5.4 8 49 5.3 -2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 28 6.2 -1.7
JAVA JPMorgan Active Value ETF 5.4 44 13 6.4 -1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.4 60 -3 3.9 -4.1
QLC FlexShares US Quality Large Cap Index Fund 5.4 25 32 5.3 -2.7
GDIV Harbor Dividend Growth Leaders ETF 5.4 50 7 5.2 -2.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.4 14 43 4.8 -3.1
GINN Goldman Sachs Innovate Equity ETF 5.3 52 5 3.6 -4.3
XLG Invesco S&P 500 Top 50 ETF 5.3 20 37 4.0 -3.9
GNOM Global X Genomics & Biotechnology ETF 5.3 50 7 -1.1 -9.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.3 20 37 5.0 -3.0
MGC Vanguard Mega Cap ETF 5.3 7 50 4.6 -3.4
CGUS Capital Group Core Equity ETF 5.3 33 24 4.3 -3.7
GINX SGI Enhanced Global Income ETF 5.3 98 -41 7.0 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 5.3 9 48 4.8 -3.1
JVAL JPMorgan U.S. Value Factor ETF 5.3 12 45 8.0 +0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.2 18 39 5.9 -2.1
JHDV John Hancock U.S. High Dividend ETF 5.2 34 23 6.5 -1.4
VFQY Vanguard U.S. Quality Factor ETF 5.2 13 44 6.3 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 5.1 7 50 4.7 -3.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.1 19 38 6.3 -1.7
DSPY Tema S&P 500 Historical Weight ETF 5.1 18 39 5.1 -2.9
DANA Dana Unconstrained Equity ETF 5.1 50 7 2.9 -5.0
MEDI Harbor Health Care ETF 5.1 80 -23 -1.4 -9.4
RVER Trenchless Fund ETF 5.1 65 -8 4.3 -3.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.1 75 -18 4.0 -4.0
ROSC Hartford Multifactor Small Cap ETF 5.1 34 23 9.2 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 5.1 12 45 4.4 -3.5
IWL iShares Russell Top 200 ETF 5.1 15 42 4.5 -3.4
FTA First Trust Large Cap Value AlphaDEX Fund 5.0 59 -2 8.9 +1.0
PCGG Polen Capital Global Growth ETF 5.0 85 -28 3.8 -4.2
IHI iShares U.S. Medical Devices ETF 5.0 40 17 4.1 -3.9
BKLC BNY Mellon US Large Cap Core Equity ETF 5.0 0 57 4.8 -3.1
PRF Invesco FTSE RAFI US 1000 ETF 5.0 39 18 6.7 -1.2
FNDX Schwab Fundamental US Large Co. Index ETF 5.0 25 32 7.1 -0.8
FLV American Century Focused Large Cap Value ETF 5.0 42 15 6.6 -1.3
CVAR Cultivar ETF 5.0 87 -30 6.8 -1.1
NANC Unusual Whales Subversive Democratic Trading ETF 5.0 75 -18 3.6 -4.3
IOO iShares Global 100 ETF 5.0 41 16 4.7 -3.3
BKWO BNY Mellon Women's Opportunities ETF 5.0 50 7 3.6 -4.3
VOTE TCW Transform 500 ETF 4.9 5 52 4.8 -3.2
TOPT iShares Top 20 U.S. Stocks ETF 4.9 20 37 3.8 -4.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.9 2 55 4.8 -3.1
SQLV Royce Quant Small-Cap Quality Value ETF 4.8 60 -3 9.3 +1.4
DVND Touchstone Dividend Select ETF 4.8 67 -10 5.6 -2.4
NACP Impact Shares NAACP Minority Empowerment ETF 4.8 49 8 4.7 -3.3
FELG Fidelity Enhanced Large Cap Growth ETF 4.8 18 39 4.5 -3.4
HLAL Wahed FTSE USA Shariah ETF 4.8 50 7 4.6 -3.3
ACWV iShares MSCI Global Min Vol Factor ETF 4.7 20 37 6.2 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.7 11 46 4.8 -3.1
IUS Invesco RAFI Strategic US ETF 4.7 19 38 6.8 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.7 50 7 8.1 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.7 35 22 7.8 -0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.7 49 8 4.4 -3.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.7 35 22 6.2 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.7 15 42 4.8 -3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.7 38 19 7.8 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 4.7 25 32 7.2 -0.8
AVSU Avantis Responsible U.S. Equity ETF 4.7 15 42 5.9 -2.0
CWS AdvisorShares Focused Equity ETF 4.7 84 -27 5.2 -2.8
IWD iShares Russell 1000 Value ETF 4.7 19 38 6.4 -1.6
VONV Vanguard Russell 1000 Value ETF 4.7 7 50 6.5 -1.4
FQAL Fidelity Quality Factor ETF 4.6 15 42 5.6 -2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.6 15 42 4.6 -3.4
RAYD Rayliant Quantitative Developed Market Equity ETF 4.6 80 -23 4.3 -3.6
QGRO American Century U.S. Quality Growth ETF 4.6 29 28 3.5 -4.5
IWY iShares Russell Top 200 Growth ETF 4.6 20 37 4.4 -3.5
SPXE ProShares S&P 500 Ex-Energy ETF 4.6 9 48 4.7 -3.2
VSDA VictoryShares Dividend Accelerator ETF 4.6 35 22 7.1 -0.8
ACVF American Conservative Values ETF 4.6 75 -18 4.3 -3.6
KLMN Invesco MSCI North America Climate ETF 4.6 9 48 4.9 -3.1
ECML Euclidean Fundamental Value ETF 4.5 95 -38 11.1 +3.2
QWLD SPDR MSCI World StrategicFactors ETF 4.5 30 27 5.9 -2.0
KRMA Global X Conscious Companies ETF 4.5 43 14 5.8 -2.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.5 20 37 4.6 -3.3
REVS Columbia Research Enhanced Value ETF 4.5 19 38 7.6 -0.4
VV Vanguard Large-Cap ETF 4.5 4 53 4.8 -3.2
PAWZ ProShares Pet Care ETF 4.5 50 7 3.9 -4.1
LVOL American Century Low Volatility ETF 4.5 29 28 4.9 -3.0
TOV JLens 500 Jewish Advocacy U.S. ETF 4.4 18 39 4.5 -3.4
STRV Strive 500 ETF 4.4 5 52 4.7 -3.2
VOO Vanguard S&P 500 ETF 4.4 3 54 4.9 -3.1
IVV iShares Core S&P 500 ETF 4.4 3 54 4.9 -3.1
DGT SPDR Global Dow ETF 4.4 50 7 6.9 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 4.4 11 46 5.1 -2.9
SPLG SPDR Portfolio S&P 500 ETF 4.4 2 55 4.9 -3.1
SPY SPDR S&P 500 ETF Trust 4.4 9 48 4.8 -3.1
SPHQ Invesco S&P 500 Quality ETF 4.4 15 42 5.5 -2.4
PBUS Invesco MSCI USA ETF 4.3 4 53 4.8 -3.2
GSPY Gotham Enhanced 500 ETF 4.3 50 7 5.2 -2.8
BDIV AAM Brentview Dividend Growth ETF 4.3 49 8 4.5 -3.5
ILCB iShares Morningstar U.S. Equity ETF 4.3 3 54 4.7 -3.2
DFSU Dimensional US Sustainability Core 1 ETF 4.3 18 39 5.3 -2.7
SAGP Strategas Global Policy Opportunities ETF 4.3 65 -8 5.4 -2.6
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 12 3.1 -4.8
VLUE iShares MSCI USA Value Factor ETF 4.2 15 42 9.4 +1.5
CCMG CCM Global Equity ETF 4.2 34 23 8.3 +0.4
ADME Aptus Drawdown Managed Equity ETF 4.2 79 -22 4.0 -3.9
SDY SPDR S&P Dividend ETF 4.2 35 22 6.7 -1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 4.2 60 -3 8.1 +0.2
SCHX Schwab U.S. Large-Cap ETF 4.2 3 54 4.9 -3.1
VFMF Vanguard U.S. Multifactor ETF 4.2 18 39 7.9 -0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 22 4.2 -3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.1 3 54 5.1 -2.9
IWB iShares Russell 1000 ETF 4.1 15 42 4.8 -3.2
RECS Columbia Research Enhanced Core ETF 4.1 15 42 5.6 -2.3
VONE Vanguard Russell 1000 ETF 4.1 7 50 4.8 -3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.1 25 32 5.6 -2.4
FMED Fidelity Disruptive Medicine ETF 4.1 50 7 -1.1 -9.1
IYY iShares Dow Jones U.S. ETF 4.1 20 37 4.7 -3.2
SCHK Schwab 1000 Index ETF 4.1 5 52 4.9 -3.0
RVRB Reverb ETF 4.1 30 27 4.5 -3.5
VTI Vanguard Total Stock Market ETF 4.1 3 54 4.8 -3.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 19 6.3 -1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -1 4.2 -3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.1 29 28 4.5 -3.5
DFUS Dimensional U.S. Equity ETF 4.1 9 48 4.7 -3.2
JHML John Hancock Multifactor Large Cap ETF 4.1 29 28 5.3 -2.7
SWP SWP Growth & Income ETF 4.0 99 -42 4.0 -4.0
ESGV Vanguard ESG U.S. Stock ETF 4.0 9 48 4.6 -3.3
IWV iShares Russell 3000 ETF 4.0 20 37 4.7 -3.3
VTHR Vanguard Russell 3000 ETF 4.0 7 50 4.8 -3.2
XVV iShares ESG Screened S&P 500 ETF 4.0 8 49 4.7 -3.3
SCHB Schwab U.S. Broad Market ETF 4.0 3 54 4.9 -3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.0 3 54 4.8 -3.1
VFVA Vanguard U.S. Value Factor ETF 4.0 13 44 10.8 +2.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.0 9 48 5.1 -2.8
APUE ActivePassive U.S. Equity ETF 4.0 45 12 4.5 -3.4
ESGU iShares ESG Aware MSCI USA ETF 4.0 15 42 4.7 -3.3
USMF WisdomTree U.S. Multifactor Fund 3.9 28 29 7.0 -1.0
AVUS Avantis U.S. Equity ETF 3.9 15 42 5.7 -2.3
DFAU Dimensional US Core Equity Market ETF 3.9 12 45 4.9 -3.0
TINT ProShares Smart Materials ETF 3.8 58 -1 7.1 -0.8
DCOR Dimensional US Core Equity 1 ETF 3.8 14 43 5.3 -2.6
WLDR Affinity World Leaders Equity ETF 3.8 67 -10 7.3 -0.6
DFAC Dimensional U.S. Core Equity 2 ETF 3.8 17 40 5.4 -2.5
JGRO JPMorgan Active Growth ETF 3.7 44 13 3.3 -4.6
KOKU Xtrackers MSCI Kokusai Equity ETF 3.7 9 48 5.1 -2.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.7 35 22 4.1 -3.9
CZAR Themes Natural Monopoly ETF 3.7 35 22 5.7 -2.3
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 30 8.8 +0.8
DXUV Dimensional US Vector Equity ETF 3.7 28 29 6.2 -1.8
GURU Global X Guru Index ETF 3.7 75 -18 2.9 -5.0
IWF iShares Russell 1000 Growth ETF 3.7 19 38 4.3 -3.7
VONG Vanguard Russell 1000 Growth ETF 3.7 7 50 4.4 -3.6
FDWM Fidelity Women's Leadership ETF 3.6 59 -2 4.8 -3.1
DVY iShares Select Dividend ETF 3.6 38 19 9.0 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.6 18 39 7.6 -0.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.6 35 22 7.3 -0.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -12 -0.6 -8.5
GGRW Gabelli Growth Innovators ETF 3.6 90 -33 2.3 -5.7
INRO iShares U.S. Industry Rotation Active ETF 3.6 42 15 4.2 -3.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.6 25 32 5.3 -2.7
FFTY Innovator IBD 50 ETF 3.5 80 -23 -2.3 -10.3
GLRY Inspire Faithward Mid Cap Momentum ETF 3.5 80 -23 5.8 -2.1
AFLG First Trust Active Factor Large Cap ETF 3.5 55 2 6.2 -1.7
LOGO Alpha Brands Consumption Leaders ETF 3.5 69 -12 3.0 -4.9
ULVM VictoryShares US Value Momentum ETF 3.5 20 37 7.2 -0.7
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 7 5.5 -2.4
LCF Touchstone US Large Cap Focused ETF 3.5 69 -12 4.1 -3.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 27 4.3 -3.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 32 7.8 -0.1
FBCV Fidelity Blue Chip Value ETF 3.4 59 -2 7.3 -0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 32 5.8 -2.1
FVD First Trust Value Line Dividend Index Fund 3.4 65 -8 6.3 -1.6
FDMO Fidelity Momentum Factor ETF 3.4 15 42 3.6 -4.4
IWFG IQ Winslow Focused Large Cap Growth ETF 3.4 65 -8 2.9 -5.1
FYC First Trust Small Cap Growth AlphaDEX Fund 3.4 71 -14 0.4 -7.5
MBOX Freedom Day Dividend ETF 3.4 39 18 7.3 -0.6
VLU SPDR S&P 1500 Value Tilt ETF 3.4 12 45 7.4 -0.6
GLOF iShares Global Equity Factor ETF 3.3 20 37 6.3 -1.6
TAX Cambria Tax Aware ETF 3.3 49 8 5.0 -3.0
TOK iShares MSCI Kokusai ETF 3.3 26 31 5.0 -3.0
DSI iShares MSCI KLD 400 Social ETF 3.3 25 32 4.7 -3.2
CGGO Capital Group Global Growth Equity ETF 3.3 47 10 4.6 -3.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.3 12 45 5.8 -2.2
FSST Fidelity Sustainable U.S. Equity ETF 3.3 59 -2 4.3 -3.6
RFFC ALPS Active Equity Opportunity ETF 3.3 48 9 4.4 -3.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 42 7.6 -0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 37 6.4 -1.5
NULC Nuveen ESG Large-Cap ETF 3.2 21 36 4.7 -3.3
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 -18 2.4 -5.6
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -3 5.7 -2.3
ICAP InfraCap Equity Income Fund ETF 3.2 171 -114 6.1 -1.9
SSPY Syntax Stratified LargeCap ETF 3.2 30 27 6.7 -1.2
XMHQ Invesco S&P MidCap Quality ETF 3.2 25 32 6.5 -1.5
THRO iShares U.S. Thematic Rotation Active ETF 3.2 90 -33 3.9 -4.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.2 20 37 5.6 -2.4
KLMT Invesco MSCI Global Climate 500 ETF 3.2 10 47 5.6 -2.3
NULG Nuveen ESG Large-Cap Growth ETF 3.2 26 31 3.3 -4.6
XSMO Invesco S&P SmallCap Momentum ETF 3.2 39 18 5.6 -2.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.1 65 -8 6.4 -1.6
ROE Astoria US Quality Kings ETF 3.1 49 8 6.5 -1.5
URTH iShares MSCI World ETF 3.1 24 33 5.0 -2.9
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 22 6.5 -1.4
YALL God Bless America ETF 3.1 65 -8 3.6 -4.3
SEMG Suncoast Select Growth ETF 3.1 60 -3 4.2 -3.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.1 12 45 5.1 -2.9
DSMC Distillate Small/Mid Cash Flow ETF 3.1 55 2 11.9 +4.0
EBI Longview Advantage ETF 3.0 35 22 6.5 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 3.0 12 45 4.4 -3.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 18 11.5 +3.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.0 70 -13 4.8 -3.1
XT iShares Exponential Technologies ETF 3.0 46 11 4.9 -3.1
SGLC SGI U.S. Large Cap Core ETF 3.0 85 -28 3.9 -4.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 42 7.6 -0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 3.0 67 -10 9.9 +1.9
TMFC Motley Fool 100 Index ETF 2.9 50 7 3.4 -4.6
GVLU Gotham 1000 Value ETF 2.9 50 7 8.9 +1.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.9 27 30 7.0 -0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.9 15 42 8.8 +0.9
SUSA iShares MSCI USA ESG Select ETF 2.9 25 32 4.7 -3.3
AGQI First Trust Active Global Quality Income ETF 2.9 85 -28 4.8 -3.2
FDVV Fidelity High Dividend ETF 2.9 15 42 7.6 -0.4
AIEQ AI Powered Equity ETF 2.9 75 -18 3.7 -4.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 19 4.5 -3.5
QGRW WisdomTree U.S. Quality Growth Fund 2.9 28 29 4.1 -3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.9 20 37 5.5 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -2 5.8 -2.1
RNIN Bushido Capital US SMID Cap Equity ETF 2.8 70 -13 10.3 +2.4
CGGR Capital Group Growth ETF 2.8 39 18 3.1 -4.9
AVLV Avantis U.S. Large Cap Value ETF 2.8 15 42 7.7 -0.2
ACWI iShares MSCI ACWI ETF 2.8 32 25 5.4 -2.5
RWL Invesco S&P 500 Revenue ETF 2.8 39 18 6.8 -1.2
SRHQ SRH U.S. Quality ETF 2.8 35 22 7.5 -0.4
PEXL Pacer US Export Leaders ETF 2.8 60 -3 4.5 -3.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.8 65 -8 3.6 -4.3
YOLO AdvisorShares Pure Cannabis ETF 2.7 103 -46 -4.1 -12.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 27 6.5 -1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 28 8.1 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 48 5.6 -2.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.7 80 -23 7.8 -0.1
VOOG Vanguard S&P 500 Growth ETF 2.7 7 50 4.0 -4.0
FBCG Fidelity Blue Chip Growth ETF 2.7 59 -2 2.7 -5.2
IVW iShares S&P 500 Growth ETF 2.7 18 39 3.9 -4.1
SPYG SPDR Portfolio S&P 500 Growth ETF 2.7 4 53 4.0 -3.9
SDG iShares MSCI Global Sustainable Development Goals ETF 2.7 49 8 5.7 -2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.7 60 -3 4.9 -3.0
TOKE Cambria Cannabis ETF 2.7 42 15 1.1 -6.8
FTGS First Trust Growth Strength ETF 2.7 60 -3 5.0 -3.0
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -18 7.5 -0.4
IUSG iShares Core S&P U.S. Growth ETF 2.6 4 53 4.1 -3.9
SFYF SoFi Social 50 ETF 2.6 29 28 0.4 -7.6
MAGA Point Bridge America First ETF 2.6 72 -15 5.8 -2.2
FFOG Franklin Focused Growth ETF 2.6 61 -4 2.3 -5.6
DUSA Davis Select U.S. Equity ETF 2.6 61 -4 7.3 -0.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.6 60 -3 -2.6 -10.6
BGRO iShares Large Cap Growth Active ETF 2.5 55 2 3.0 -4.9
VNSE Natixis Vaughan Nelson Select ETF 2.5 80 -23 4.6 -3.4
VT Vanguard Total World Stock ETF 2.5 6 51 5.8 -2.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.5 60 -3 6.0 -1.9
RCGE RockCreek Global Equality ETF 2.5 95 -38 6.6 -1.3
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 39 3.8 -4.1
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -19 5.0 -2.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 39 5.5 -2.5
AVUQ Avantis U.S. Quality ETF 2.5 15 42 4.3 -3.7
XMMO Invesco S&P MidCap Momentum ETF 2.4 34 23 5.5 -2.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 47 5.6 -2.3
JPEF JPMorgan Equity Focus ETF 2.4 50 7 4.2 -3.7
STXG Strive 1000 Growth ETF 2.4 18 39 3.8 -4.2
ILCG iShares Morningstar Growth ETF 2.4 4 53 3.6 -4.4
GQI Natixis Gateway Quality Income ETF 2.4 34 23 5.0 -2.9
SLYG SPDR S&P 600 Small Cap Growth ETF 2.4 15 42 5.5 -2.4
RSP Invesco S&P 500 Equal Weight ETF 2.3 20 37 6.6 -1.4
SBIO ALPS Medical Breakthroughs ETF 2.3 50 7 0.0 -7.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 48 6.1 -1.8
MGK Vanguard Mega Cap Growth ETF 2.3 7 50 4.0 -3.9
TOLL Tema Durable Quality ETF 2.3 75 -18 5.2 -2.8
YOKE Yoke Core ETF 2.3 42 15 4.3 -3.6
RNSC Furst Trust Small Cap US Equity Select ETF 2.3 60 -3 5.9 -2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.3 12 45 4.4 -3.5
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 48 6.1 -1.9
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 22 4.6 -3.4
EES WisdomTree U.S. SmallCap Fund 2.3 38 19 8.7 +0.7
MAVF Matrix Advisors Value ETF 2.2 75 -18 5.6 -2.3
BUL Pacer US Cash Cows Growth ETF 2.2 60 -3 6.6 -1.3
SCHG Schwab U.S. Large-Cap Growth ETF 2.2 4 53 3.9 -4.0
QTOP iShares Nasdaq Top 30 Stocks ETF 2.2 20 37 4.0 -4.0
AVMV Avantis U.S. Mid Cap Value ETF 2.2 20 37 8.7 +0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.2 55 2 4.3 -3.7
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -8 2.7 -5.2
DWLD Davis Select Worldwide ETF 2.2 63 -6 7.0 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 2.2 15 42 3.4 -4.6
ASLV Allspring Special Large Value ETF 2.2 35 22 6.4 -1.5
PSC Principal U.S. Small-Cap ETF 2.2 38 19 6.8 -1.2
SIZE iShares MSCI USA Size Factor ETF 2.1 15 42 6.1 -1.9
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -4 5.9 -2.1
BEEX BeeHive ETF 2.1 84 -27 4.2 -3.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.1 49 8 3.7 -4.2
CFA VictoryShares US 500 Volatility Wtd ETF 2.1 35 22 5.9 -2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.1 40 17 5.9 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.1 25 32 5.5 -2.5
SPLV Invesco S&P 500 Low Volatility ETF 2.1 25 32 5.4 -2.6
DIV Global X SuperDividend US ETF 2.1 45 12 11.9 +4.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -38 0.5 -7.4
QQQ Invesco QQQ Trust Series I 2.0 20 37 4.0 -4.0
QQQM Invesco NASDAQ 100 ETF 2.0 15 42 4.0 -3.9
WTV WisdomTree US Value Fund of Benef Interest 2.0 12 45 8.9 +0.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 18 3.3 -4.6
FTDS First Trust Dividend Strength ETF 2.0 70 -13 7.6 -0.3
VUG Vanguard Growth ETF 2.0 4 53 3.9 -4.0
AFMC First Trust Active Factor Mid Cap ETF 2.0 65 -8 8.3 +0.3
BFOR ALPS Barron's 400 ETF 2.0 65 -8 6.0 -2.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.0 70 -13 4.6 -3.3
PRXG Praxis Impact Large Cap Growth ETF 2.0 36 21 3.6 -4.3
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 37 -4.0 -12.0
MDEV First Trust Indxx Medical Devices ETF 2.0 70 -13 4.6 -3.4
AVSC Avantis U.S Small Cap Equity ETF 1.9 25 32 5.6 -2.4
LEAD Siren DIVCON Leaders Dividend ETF 1.9 43 14 4.2 -3.7
QQMG Invesco ESG NASDAQ 100 ETF 1.9 20 37 4.1 -3.8
BUZZ VanEck Social Sentiment ETF 1.9 75 -18 -0.4 -8.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 22 9.4 +1.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.9 35 22 7.5 -0.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.9 25 32 7.5 -0.5
ABLG Abacus FCF International Leaders ETF 1.9 59 -2 6.8 -1.1
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 40 7.0 -0.9
ARKG ARK Genomic Revolution ETF 1.9 75 -18 -1.4 -9.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.9 20 37 4.4 -3.6
SXQG ETC 6 Meridian Quality Growth ETF 1.9 100 -43 4.6 -3.3
CSMD Congress SMid Growth ETF 1.9 69 -12 3.8 -4.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 45 7.3 -0.6
XHE SPDR S&P Health Care Equipment ETF 1.8 35 22 3.7 -4.3
DEEP Roundhill Acquirers Deep Value ETF 1.8 80 -23 16.8 +8.8
DFSV Dimensional US Small Cap Value ETF 1.8 31 26 10.0 +2.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 9 4.4 -3.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 42 4.1 -3.8
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -3 7.9 -0.0
LYLD Cambria Large Cap Shareholder Yield ETF 1.7 59 -2 9.5 +1.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 45 7.3 -0.6
SYLD Cambria Shareholder Yield ETF 1.7 59 -2 11.7 +3.7
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 44 2.9 -5.0
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -32 4.8 -3.1
FSMD Fidelity Small-Mid Multifactor ETF 1.7 15 42 7.0 -0.9
IJR iShares Core S&P Small Cap ETF 1.7 6 51 7.6 -0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 37 6.3 -1.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.7 52 5 7.6 -0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 37 7.7 -0.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 50 7.6 -0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.6 15 42 4.6 -3.3
RGEF Rockefeller Global Equity ETF 1.6 55 2 4.7 -3.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.6 15 42 7.8 -0.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 54 7.6 -0.3
RPV Invesco S&P 500 Pure Value ETF 1.6 35 22 10.3 +2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.6 60 -3 3.9 -4.0
AGRW Allspring LT Large Growth ETF 1.6 35 22 3.5 -4.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -2 3.9 -4.0
CGV Conductor Global Equity Value ETF 1.6 130 -73 8.0 +0.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.5 40 17 7.1 -0.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 36 3.6 -4.3
ESIX SPDR S&P SmallCap 600 ESG ETF 1.5 12 45 7.9 -0.0
FDG American Century Focused Dynamic Growth ETF 1.5 45 12 1.9 -6.1
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 29 9.2 +1.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.5 20 37 4.5 -3.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 28 4.6 -3.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 7 5.6 -2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -22 4.4 -3.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 37 6.8 -1.2
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 7 6.8 -1.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 48 4.2 -3.8
VBR Vanguard Small Cap Value ETF 1.4 7 50 9.1 +1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 42 7.9 -0.1
ISCV iShares Morningstar Small Cap Value ETF 1.4 6 51 9.2 +1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 33 7.7 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 34 5.7 -2.2
FESM Fidelity Enhanced Small Cap ETF 1.3 28 29 7.2 -0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 42 5.9 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.3 15 42 5.8 -2.2
TMAT Main Thematic Innovation ETF 1.3 164 -107 -1.5 -9.4
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 5 6.8 -1.2
RFV Invesco S&P Midcap 400 Pure Value ETF 1.2 35 22 12.9 +4.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 22 7.7 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 27 8.3 +0.3
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -16 10.5 +2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 33 8.1 +0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.2 35 22 5.3 -2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 40 5.8 -2.1
LGRO Level Four Large Cap Growth Active ETF 1.2 55 2 3.6 -4.3
RNMC First Trust Mid Cap US Equity Select ETF 1.2 60 -3 6.5 -1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 47 6.0 -2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 42 7.2 -0.7
BOUT Innovator IBD Breakout Opportunities ETF 1.1 81 -24 2.7 -5.2
SPGP Invesco S&P 500 GARP ETF 1.1 34 23 6.5 -1.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.1 15 42 5.9 -2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 48 4.8 -3.1
DFAS Dimensional U.S. Small Cap ETF 1.1 26 31 6.4 -1.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 18 9.5 +1.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 2 10.0 +2.1
ETHO Etho Climate Leadership U.S. ETF 1.0 47 10 5.3 -2.7
AVMC Avantis U.S. Mid Cap Equity ETF 1.0 18 39 6.9 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 37 7.0 -1.0
WDIV SPDR S&P Global Dividend ETF 1.0 40 17 9.1 +1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 22 7.1 -0.8
BLCV iShares Large Cap Value Active ETF 1.0 53 4 7.3 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.0 24 33 7.1 -0.8
TMFX Motley Fool Next Index ETF 1.0 50 7 2.6 -5.4
IJH iShares Core S&P Mid-Cap ETF 1.0 5 52 7.3 -0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -3 6.8 -1.2
VAMO Cambria Value & Momentum ETF 1.0 61 -4 5.7 -2.2
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 47 1.4 -6.5
IWO iShares Russell 2000 Growth ETF 1.0 24 33 1.3 -6.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 18 5.3 -2.7
EZM WisdomTree U.S. MidCap Fund 1.0 38 19 9.0 +1.1
ISCB iShares Morningstar Small-Cap ETF 0.9 4 53 6.2 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 7 50 7.4 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -49 12.3 +4.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 45 7.0 -0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -7 2.2 -5.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 54 7.3 -0.6
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 39 9.6 +1.7
VB Vanguard Small-Cap ETF 0.9 5 52 6.1 -1.9
BLCR iShares Large Cap Core Active ETF 0.9 36 21 3.5 -4.4
RSSL Global X Russell 2000 ETF 0.9 8 49 4.3 -3.6
PY Principal Value ETF 0.9 15 42 7.2 -0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 10 47 9.7 +1.8
IWM iShares Russell 2000 ETF 0.9 19 38 4.2 -3.7
VTWO Vanguard Russell 2000 ETF 0.9 7 50 4.3 -3.7
SFYX SoFi Next 500 ETF 0.9 0 57 5.7 -2.3
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 26 7.0 -1.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 42 9.7 +1.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 18 5.8 -2.2
SCHM Schwab U.S. Mid-Cap ETF 0.8 4 53 6.6 -1.4
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 32 9.7 +1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -13 10.9 +3.0
SVAL iShares US Small Cap Value Factor ETF 0.8 20 37 10.2 +2.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 50 6.0 -2.0
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 15 6.6 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -8 3.5 -4.5
FLDZ RiverNorth Patriot ETF 0.8 75 -18 6.1 -1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -3 2.0 -5.9
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 19 8.8 +0.9
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 28 4.6 -3.3
VXF Vanguard Extended Market ETF 0.8 5 52 4.6 -3.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 39 8.7 +0.7
IWN iShares Russell 2000 Value ETF 0.8 24 33 7.2 -0.7
SCHA Schwab U.S. Small-Cap ETF 0.8 4 53 5.8 -2.1
VTWV Vanguard Russell 2000 Value ETF 0.8 10 47 7.2 -0.7
VIDI Vident International Equity Strategy ETF 0.7 61 -4 10.6 +2.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 47 8.8 +0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 42 8.7 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 53 6.1 -1.9
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 15 6.3 -1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 53 5.9 -2.1
PTL Inspire 500 ETF 0.7 9 48 5.1 -2.8
SMMD iShares Russell 2500 ETF 0.7 15 42 6.1 -1.8
STXM Strive Mid-Cap ETF 0.7 18 39 6.1 -1.8
NIXT Research Affiliates Deletions ETF 0.7 9 48 8.7 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 5 5.6 -2.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -1 5.5 -2.4
IWS iShares Russell Mid-Cap Value ETF 0.7 23 34 6.7 -1.2
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -8 4.0 -3.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 51 8.1 +0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.6 52 5 6.3 -1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -3 7.3 -0.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 32 8.2 +0.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 10 8.9 +0.9
IWR iShares Russell Midcap ETF 0.5 19 38 5.7 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -13 2.8 -5.2
STXK Strive Small-Cap ETF 0.5 18 39 5.8 -2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 40 5.6 -2.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 51 2.9 -5.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 37 9.5 +1.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 18 9.3 +1.4
LQPE PEO AlphaQuest Thematic PE ETF 0.5 125 -68 5.1 -2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 18 9.5 +1.6
ISMD Inspire Small/Mid Cap ETF 0.5 54 3 5.5 -2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -8 2.0 -5.9
USXF iShares ESG Advanced MSCI USA ETF 0.5 10 47 4.6 -3.4
MVPA Miller Value Partners Appreciation ETF 0.4 60 -3 9.2 +1.2
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -23 11.7 +3.8
VOE Vanguard Mid-Cap Value ETF 0.4 7 50 7.6 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 44 10.1 +2.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 22 10.0 +2.1
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 22 3.2 -4.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.4 55 2 4.7 -3.3
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 28 7.2 -0.8
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 53 6.0 -1.9
IWC iShares Micro-Cap ETF 0.3 60 -3 -0.8 -8.8
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 37 2.5 -5.5
VBK Vanguard Small-Cap Growth ETF 0.3 7 50 1.9 -6.0
VO Vanguard Mid-Cap ETF 0.2 4 53 5.7 -2.2
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 34 3.4 -4.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -3 3.9 -4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 14 6.1 -1.9
WCEO Hypatia Women CEO ETF 0.2 85 -28 3.7 -4.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 -2 2.7 -5.3
FPX First Trust US Equity Opportunities ETF 0.2 61 -4 0.9 -7.0
OPTZ Optimize Strategy Index ETF 0.1 50 7 4.6 -3.3
NUSC Nuveen ESG Small-Cap ETF 0.1 31 26 5.3 -2.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 32 9.4 +1.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 12 8.7 +0.7

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 19.2 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 57 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.