Invesco Pharmaceuticals ETF
ALTAR
Score™		 7.9% info Recommen-
dation		 OVERWEIGHT
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) $260
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
JOHNSON & JOHNSON 5.3 %
GILEAD SCIENCES INC 5.2 %
ABBVIE INC 5.0 %
PFIZER INC 4.9 %
MERCK & CO. INC. 4.9 %
AMGEN INC 4.9 %
ABBOTT LABORATORIES 4.8 %
OCULAR THERAPEUTIX INC 4.5 %
ELI LILLY & CO 4.1 %
LIGAND PHARMACEUTICALS-CL B 3.8 %
Total 47.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.7 %
IRELAND 4.6 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.3% -5.7% 5.3% 1.2% 10.0%

Market Correlations
versus... Beta R-squared
S&P500 0.47 33%
MSCI EAFE 0.51 45%
MSCI Emg. Mkts. 0.30 16%

Technical Indicators
Recent close $90.78
30d moving avg. $85.34
Annualized volatility 12.5%
Short interest (ETF) 0.1%
Short interest (Underlying) 6.9%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $7,279

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 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 54.3 35 22 6.1 -1.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 49.3 60 -3 10.8 +2.9
IHE iShares U.S. Pharmaceuticals ETF 40.6 40 17 8.6 +0.7
XLV Health Care Select Sector SPDR Fund 36.8 8 49 7.8 -0.1
IYH iShares U.S. Healthcare ETF 36.8 40 17 7.1 -0.8
VHT Vanguard Health Care ETF 34.7 9 48 6.2 -1.7
FHLC Fidelity MSCI Health Care Index ETF 34.3 8 49 6.4 -1.5
MEDX Horizon Kinetics Medical ETF 33.4 85 -28 2.0 -5.9
THNR Amplify Weight Loss Drug & Treatment ETF 31.4 59 -2 6.8 -1.1
IXJ iShares Global Healthcare ETF 30.2 42 15 7.3 -0.6
PPH VanEck Pharmaceutical ETF 28.3 36 21 8.7 +0.8
PINK Simplify Health Care ETF 26.6 50 7 1.0 -6.9
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 25.7 75 -18 1.4 -6.5
FXH First Trust Health Care AlphaDEX Fund 22.5 62 -5 8.6 +0.7
HART IQ Healthy Hearts ETF 22.0 45 12 6.6 -1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 20.9 40 17 8.2 +0.3
LRND IQ U.S. Large Cap R&D Leaders ETF 20.4 14 43 5.4 -2.5
DHS WisdomTree U.S. High Dividend Fund 20.3 38 19 8.0 +0.1
IBBQ Invesco Nasdaq Biotechnology ETF 20.2 19 38 0.4 -7.5
AGNG Global X Aging Population ETF 19.8 50 7 4.9 -3.0
HDV iShares Core High Dividend ETF 18.8 8 49 7.2 -0.7
GDOC Goldman Sachs Future Health Care Equity ETF 17.9 75 -18 2.8 -5.1
UDI USCF Dividend Income Fund 17.4 65 -8 8.1 +0.2
FBT First Trust NYSE Arca Biotechnology Index Fund 16.9 56 1 5.3 -2.6
CANC Tema Oncology ETF 16.9 75 -18 -2.8 -10.7
OZEM Roundhill GLP-1 & Weight Loss ETF 16.7 59 -2 0.5 -7.4
IBB iShares Biotechnology ETF 16.5 45 12 0.5 -7.4
PBE Invesco Biotechnology & Genome ETF 15.6 58 -1 1.3 -6.6
XBI SPDR S&P BIOTECH ETF 15.4 35 22 -2.6 -10.5
BMED Future Health ETF 15.4 85 -28 0.5 -7.4
BBP Virtus LifeSci Biotech Products ETF 15.2 79 -22 -2.3 -10.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 15.1 7 50 7.4 -0.5
BBH VanEck Biotech ETF 15.1 35 22 5.7 -2.2
USCF Themes US Cash Flow Champions ETF 15.1 29 28 8.6 +0.8
VFLO VictoryShares Free Cash Flow ETF 14.9 39 18 10.4 +2.5
WDNA WisdomTree BioRevolution Fund 14.8 45 12 -1.4 -9.3
SCHD Schwab US Dividend Equity ETF 14.5 6 51 9.6 +1.7
COWZ Pacer US Cash Cows 100 ETF 14.4 49 8 9.3 +1.4
LGCF Themes US Cash Flow Champions ETF 14.2 30 27 8.2 +0.3
BGIG Bahl & Gaynor Income Growth ETF 14.0 45 12 5.2 -2.7
RAFE PIMCO RAFI ESG U.S. ETF 14.0 29 28 7.1 -0.8
AVIE Avantis  Inflation Focused Equity ETF 14.0 25 32 7.3 -0.6
HKND Humankind US Stock ETF 14.0 11 46 7.1 -0.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.8 29 28 6.6 -1.3
DURA VanEck Durable High Dividend ETF 13.7 29 28 8.5 +0.6
DFNV Donoghue Forlines Innovation ETF 13.6 69 -12 4.6 -3.3
PSCH Invesco S&P SmallCap Health Care ETF 13.4 29 28 4.4 -3.5
TBG TBG Dividend Focus ETF 13.1 59 -2 7.8 -0.1
QLTY GMO U.S. Quality ETF 12.6 50 7 4.7 -3.2
VALQ American Century U.S. Quality Value ETF 12.6 29 28 7.7 -0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 12.5 45 12 10.4 +2.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 12.1 48 9 6.0 -1.9
ABFL Abacus FCF Leaders ETF 12.0 59 -2 5.3 -2.6
QDEF FlexShares Quality Dividend Defensive Index Fund 11.9 37 20 6.0 -1.9
DGRO iShares Core Dividend Growth ETF 11.9 8 49 6.5 -1.4
GCOW Pacer Global Cash Cows Dividend ETF 11.9 60 -3 10.9 +3.0
DUHP Dimensional US High Profitability ETF 11.8 21 36 6.3 -1.6
SYNB Putnam BioRevolution ETF 11.5 70 -13 2.9 -5.0
ABOT Abacus FCF Innovation Leaders ETF 11.4 69 -12 4.7 -3.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 11.4 59 -2 6.1 -1.8
DLN WisdomTree U.S. LargeCap Dividend Fund 11.1 28 29 5.9 -2.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.1 30 27 8.9 +1.1
TTAC FCF US Quality ETF 11.1 59 -2 6.2 -1.7
MNTL Tema Neuroscience and Mental Health ETF 11.0 75 -18 -1.0 -8.9
NUDV Nuveen ESG Dividend ETF 10.8 26 31 7.6 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.6 29 28 6.4 -1.5
QLV FlexShares US Quality Low Volatility Index Fund 10.6 22 35 5.6 -2.3
MGV Vanguard Mega Cap Value ETF 10.6 7 50 6.6 -1.3
HELX Franklin Genomic Advancements ETF 10.5 50 7 -0.2 -8.1
DSTL Distillate US Fundamental Stability & Value ETF 10.5 39 18 8.2 +0.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 10.3 25 32 11.1 +3.2
MODL VictoryShares WestEnd U.S. Sector ETF 10.3 42 15 4.6 -3.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.1 60 -3 7.4 -0.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 10.1 49 8 5.8 -2.1
EDOW First Trust Dow 30 Equal Weight ETF 10.0 50 7 5.3 -2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.0 15 42 5.7 -2.2
DTD WisdomTree U.S. Total Dividend Fund 9.9 28 29 6.3 -1.6
WRND IQ Global Equity R&D Leaders ETF 9.9 18 39 8.2 +0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.8 56 1 6.1 -1.8
BRIF FIS Bright Portfolios Focused Equity ETF 9.7 65 -8 4.9 -3.0
LFSC F/m Emerald Life Sciences Innovation ETF 9.7 79 -22 0.0 -7.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.7 35 22 5.9 -2.0
QDF FlexShares Quality Dividend Index Fund 9.7 37 20 6.2 -1.7
SPMV Invesco S&P 500 Minimum Variance ETF 9.5 10 47 5.4 -2.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.4 15 42 6.6 -1.3
VIG Vanguard Dividend Appreciation ETF 9.0 5 52 5.6 -2.3
CGDV Capital Group Dividend Value ETF 9.0 33 24 4.5 -3.4
STXD Strive 1000 Dividend Growth ETF 9.0 35 22 4.8 -3.1
MOTE VanEck Morningstar ESG Moat ETF 9.0 49 8 6.0 -1.9
PRXV Praxis Impact Large Cap Value ETF 8.9 36 21 6.5 -1.4
PFM Invesco Dividend Achievers ETF 8.9 53 4 5.3 -2.6
TINT ProShares Smart Materials ETF 8.8 58 -1 7.1 -0.8
EQWL Invesco S&P 100 Equal Weight ETF 8.8 25 32 6.2 -1.7
VYM Vanguard High Dividend Yield Index ETF 8.7 6 51 7.0 -0.9
SNPV Xtrackers S&P 500 Value ESG ETF 8.6 15 42 6.7 -1.2
FCPI Fidelity Stocks for Inflation ETF 8.6 15 42 7.5 -0.4
FDRR Fidelity Dividend ETF for Rising Rates 8.6 15 42 7.0 -0.9
FLRG Fidelity U.S. Multifactor ETF 8.6 15 42 6.9 -1.0
MBCC Monarch Blue Chips Core ETF 8.6 125 -68 4.1 -3.8
DIVL Madison Dividend Value ETF 8.5 65 -8 5.8 -2.1
USMC Principal U.S. Mega-Cap ETF 8.4 12 45 4.4 -3.5
VSLU Applied Finance Valuation Large Cap ETF 8.4 49 8 5.6 -2.3
IPDP Dividend Performers ETF 8.3 122 -65 5.1 -2.8
QDIV Global X S&P 500 Quality Dividend ETF 8.2 20 37 8.6 +0.8
VTV Vanguard Value ETF 8.2 4 53 6.9 -1.0
MVAL VanEck Morningstar Wide Moat Value ETF 8.2 49 8 6.5 -1.4
ZECP Zacks Earnings Consistent Portfolio ETF 8.2 55 2 4.8 -3.1
KONG Formidable Fortress ETF 8.1 89 -32 6.0 -1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.1 80 -23 6.7 -1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 8.0 36 21 4.8 -3.1
SDOG ALPS Sector Dividend Dogs ETF 8.0 36 21 9.4 +1.5
VFMV Vanguard U.S. Minimum Volatility ETF 7.9 13 44 5.7 -2.2
CRTC Xtrackers US National Critical Technologies ETF 7.9 35 22 4.8 -3.1
STXV Strive 1000 Value ETF 7.8 18 39 8.0 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 7.8 9 48 5.5 -2.4
DIVY Sound Equity Dividend Income ETF 7.7 45 12 9.5 +1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.6 7 50 5.1 -2.8
DIA SPDR Dow Jones Industrial Average ETF Trust 7.5 16 41 5.4 -2.5
INCE Franklin Income Equity Focus ETF 7.5 29 28 5.5 -2.4
FDLO Fidelity Low Volatility Factor ETF 7.4 15 42 5.4 -2.5
DGRW WisdomTree US Quality Dividend Growth Fund 7.4 28 29 5.4 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -3 4.6 -3.3
EPS WisdomTree U.S. LargeCap Fund 7.3 8 49 5.7 -2.2
JQUA JPMorgan U.S. Quality Factor ETF 7.3 12 45 5.8 -2.1
SPDV AAM S&P 500 High Dividend Value ETF 7.3 29 28 10.5 +2.6
FELV Fidelity Enhanced Large Cap Value ETF 7.3 18 39 6.7 -1.2
SAMM Strategas Macro Momentum ETF 7.2 66 -9 2.4 -5.5
FUNL CornerCap Fundametrics Large-Cap ETF 7.2 50 7 7.2 -0.7
LOWV AB US Low Volatility Equity ETF 7.2 48 9 5.2 -2.7
SCHV Schwab U.S. Large-Cap Value ETF 7.2 4 53 6.7 -1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.2 32 25 4.9 -3.0
DIVZ TrueShares Low Volatility Equity Income ETF 7.1 65 -8 6.6 -1.3
PWV Invesco Large Cap Value ETF 7.1 55 2 7.0 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7.0 10 47 5.1 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.0 10 47 4.9 -3.0
FVAL Fidelity Value Factor ETF 6.9 15 42 6.8 -1.1
IDNA iShares Genomics Immunology and Healthcare ETF 6.9 47 10 -2.2 -10.1
HDUS Hartford Disciplined US Equity ETF 6.9 19 38 5.7 -2.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.9 50 7 4.2 -3.7
FLQL Franklin LibertyQ U.S. Equity ETF 6.9 15 42 5.3 -2.6
QUS SPDR MSCI USA StrategicFactors ETF 6.9 15 42 5.7 -2.2
CALF Pacer US Small Cap Cash Cows 100 ETF 6.8 59 -2 10.7 +2.8
JGLO JPMorgan Global Select Equity ETF 6.8 33 24 4.9 -3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 6.8 75 -18 5.3 -2.6
ANEW ProShares MSCI Transformational Changes ETF 6.8 45 12 6.1 -1.8
IWX iShares Russell Top 200 Value ETF 6.8 20 37 6.2 -1.7
JEPI JPMorgan Equity Premium Income ETF 6.7 35 22 5.6 -2.3
DFVX Dimensional US Large Cap Vector ETF 6.6 22 35 6.2 -1.7
NULV Nuveen ESG Large-Cap Value ETF 6.6 26 31 6.3 -1.6
ILCV iShares Morningstar Value ETF 6.6 4 53 6.4 -1.5
WBIY WBI Power Factor High Dividend ETF 6.6 100 -43 14.7 +6.8
USMV iShares MSCI USA Min Vol Factor ETF 6.6 15 42 5.8 -2.1
CGDG Capital Group Dividend Growers ETF 6.6 47 10 6.3 -1.6
BGDV Bahl & Gaynor Dividend ETF 6.6 45 12 4.7 -3.2
VOOV Vanguard S&P 500 Value ETF 6.5 7 50 6.3 -1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 6.5 35 22 5.1 -2.8
IVE iShares S&P 500 Value ETF 6.5 18 39 6.1 -1.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 6.5 5 52 7.9 0.0
SPYV SPDR Portfolio S&P 500 Value ETF 6.5 4 53 6.3 -1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.5 40 17 3.7 -4.2
SPXN ProShares S&P 500 Ex-Financials ETF 6.5 9 48 4.9 -3.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.4 45 12 4.4 -3.5
RND First Trust Bloomberg R&D Leaders ETF 6.4 60 -3 3.6 -4.3
ROUS Hartford Multifactor US Equity ETF 6.4 19 38 7.0 -0.9
FTCS First Trust Capital Strength ETF 6.4 55 2 5.8 -2.1
FELC Fidelity Enhanced Large Cap Core ETF 6.4 18 39 5.2 -2.7
EVUS iShares ESG Aware MSCI USA Value ETF 6.3 18 39 6.5 -1.4
VUSE Vident U.S. Equity Strategy ETF 6.3 50 7 4.5 -3.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 6.3 7 50 9.8 +1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 6.3 8 49 4.9 -3.0
SMRI Bushido Capital US Equity ETF 6.3 71 -14 9.5 +1.7
DEW WisdomTree Global High Dividend Fund 6.3 58 -1 8.4 +0.5
SHE SPDR MSCI USA Gender Diversity ETF 6.3 20 37 5.0 -2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 6.3 52 5 10.1 +2.2
DIVG Invesco S&P 500 High Dividend Growers ETF 6.2 39 18 8.3 +0.5
IUSV iShares Core S&P US Value ETF 6.2 4 53 6.4 -1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 6.2 42 15 5.4 -2.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 6.2 49 8 4.7 -3.2
MDLV Morgan Dempsey Large Cap Value ETF 6.2 58 -1 7.4 -0.5
FFND Future Fund Active ETF 6.1 100 -43 4.2 -3.7
GDIV Harbor Dividend Growth Leaders ETF 6.1 50 7 5.2 -2.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 6.1 68 -11 2.4 -5.5
SNPE Xtrackers S&P 500 ESG ETF 6.1 10 47 5.1 -2.8
DFLV Dimensional US Large Cap Value ETF 6.1 22 35 7.7 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 6.1 49 8 9.4 +1.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 6.1 49 8 11.2 +3.3
HLGE Hartford Longevity Economy ETF 6.1 44 13 -0.4 -8.3
JAVA JPMorgan Active Value ETF 6.1 44 13 6.4 -1.5
DIVS SmartETFs Dividend Builder ETF 6.0 65 -8 5.0 -2.9
ITAN Sparkline Intangible Value ETF 6.0 50 7 6.6 -1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.0 19 38 5.3 -2.6
JGRW Jensen Quality Growth ETF 6.0 57 0 4.5 -3.4
SFY SoFi Select 500 ETF 6.0 0 57 4.4 -3.5
IBRN iShares Neuroscience and Healthcare ETF 5.9 47 10 0.0 -7.9
JHDV John Hancock U.S. High Dividend ETF 5.9 34 23 6.6 -1.3
OALC OneAscent Large Cap Core ETF 5.9 86 -29 4.1 -3.8
DIVB iShares Core Dividend ETF 5.9 5 52 8.0 +0.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.8 49 8 3.8 -4.1
MOAT VanEck Morningstar Wide Moat ETF 5.8 46 11 5.7 -2.2
GINN Goldman Sachs Innovate Equity ETF 5.8 52 5 3.7 -4.2
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 27 7.8 -0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 5.8 12 45 4.5 -3.4
QUAL iShares MSCI USA Quality Factor ETF 5.8 15 42 5.4 -2.5
QUVU Hartford Quality Value ETF 5.8 46 11 7.3 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.8 20 37 5.0 -2.9
DFUV Dimensional US Marketwide Value ETF 5.7 22 35 7.5 -0.4
QLC FlexShares US Quality Large Cap Index Fund 5.7 25 32 5.4 -2.5
OEF iShares S&P 100 ETF 5.7 20 37 4.5 -3.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.7 60 -3 9.4 +1.5
CGUS Capital Group Core Equity ETF 5.7 33 24 4.3 -3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 5.7 12 45 6.5 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.7 14 43 4.8 -3.1
SPXE ProShares S&P 500 Ex-Energy ETF 5.6 9 48 4.8 -3.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 28 6.2 -1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.6 75 -18 4.0 -3.9
CHGX AXS Change Finance ESG ETF 5.6 49 8 4.8 -3.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 5.5 7 50 4.8 -3.1
ABLS Abacus FCF Small Cap Leaders ETF 5.5 59 -2 6.0 -1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 5.5 15 42 4.5 -3.4
JVAL JPMorgan U.S. Value Factor ETF 5.5 12 45 8.1 +0.2
CVAR Cultivar ETF 5.4 87 -30 6.8 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 5.4 0 57 4.9 -3.0
DSPY Tema S&P 500 Historical Weight ETF 5.4 18 39 5.1 -2.8
GNOM Global X Genomics & Biotechnology ETF 5.4 50 7 -3.0 -10.9
GINX SGI Enhanced Global Income ETF 5.4 98 -41 7.1 -0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.4 60 -3 3.9 -4.0
FLV American Century Focused Large Cap Value ETF 5.3 42 15 6.5 -1.4
LRGF iShares U.S. Equity Factor ETF 5.3 8 49 5.4 -2.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.3 49 8 4.5 -3.4
VOTE TCW Transform 500 ETF 5.3 5 52 4.8 -3.1
FELG Fidelity Enhanced Large Cap Growth ETF 5.3 18 39 4.6 -3.3
SIXS ETC 6 Meridian Small Cap Equity ETF 5.3 89 -32 9.6 +1.7
SUSL iShares ESG MSCI USA Leaders ETF 5.3 10 47 4.9 -3.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.3 18 39 5.8 -2.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.3 10 47 4.3 -3.6
BKWO BNY Mellon Women's Opportunities ETF 5.3 50 7 3.6 -4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 5.3 2 55 4.9 -3.0
QGRO American Century U.S. Quality Growth ETF 5.2 29 28 3.5 -4.4
VFQY Vanguard U.S. Quality Factor ETF 5.2 13 44 6.3 -1.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.2 15 42 4.9 -3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.2 19 38 6.3 -1.6
AIEQ AI Powered Equity ETF 5.2 75 -18 3.7 -4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.2 10 47 4.3 -3.6
PRF Invesco FTSE RAFI US 1000 ETF 5.2 39 18 6.8 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 5.2 59 -2 8.9 +1.0
MGC Vanguard Mega Cap ETF 5.1 7 50 4.6 -3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 5.1 80 -23 6.1 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.1 11 46 4.9 -3.0
XLG Invesco S&P 500 Top 50 ETF 5.1 20 37 4.1 -3.8
ACVF American Conservative Values ETF 5.1 75 -18 4.3 -3.6
FNDX Schwab Fundamental US Large Co. Index ETF 5.1 25 32 7.2 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 5.0 15 42 4.6 -3.3
REVS Columbia Research Enhanced Value ETF 5.0 19 38 7.5 -0.4
ICAP InfraCap Equity Income Fund ETF 5.0 171 -114 6.2 -1.7
AVSU Avantis Responsible U.S. Equity ETF 5.0 15 42 6.0 -1.9
RAYD Rayliant Quantitative Developed Market Equity ETF 5.0 80 -23 4.4 -3.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.9 35 22 6.1 -1.8
IWL iShares Russell Top 200 ETF 4.9 15 42 4.6 -3.3
PAWZ ProShares Pet Care ETF 4.9 50 7 3.7 -4.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.9 20 37 6.2 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 4.9 49 8 4.8 -3.1
HLAL Wahed FTSE USA Shariah ETF 4.9 50 7 4.7 -3.2
DVND Touchstone Dividend Select ETF 4.9 67 -10 5.6 -2.3
IUS Invesco RAFI Strategic US ETF 4.9 19 38 6.9 -1.0
VSDA VictoryShares Dividend Accelerator ETF 4.8 35 22 7.0 -0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 4.8 45 12 3.3 -4.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.8 50 7 8.1 +0.2
IOO iShares Global 100 ETF 4.8 41 16 4.8 -3.1
FNDB Schwab Fundamental US Broad Market Index ETF 4.8 25 32 7.2 -0.7
CWS AdvisorShares Focused Equity ETF 4.8 84 -27 5.1 -2.8
PCGG Polen Capital Global Growth ETF 4.8 85 -28 3.8 -4.1
IHI iShares U.S. Medical Devices ETF 4.8 40 17 3.9 -4.0
IWD iShares Russell 1000 Value ETF 4.8 19 38 6.4 -1.5
USRD Themes US R&D Champions ETF 4.8 29 28 4.5 -3.4
FQAL Fidelity Quality Factor ETF 4.7 15 42 5.6 -2.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.7 35 22 7.7 -0.2
NANC Unusual Whales Subversive Democratic Trading ETF 4.7 75 -18 3.7 -4.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.7 38 19 7.7 -0.2
RECS Columbia Research Enhanced Core ETF 4.6 15 42 5.6 -2.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.6 35 22 4.2 -3.7
VONV Vanguard Russell 1000 Value ETF 4.5 7 50 6.5 -1.4
GSPY Gotham Enhanced 500 ETF 4.5 50 7 5.2 -2.7
TOPT iShares Top 20 U.S. Stocks ETF 4.5 20 37 3.9 -4.0
KRMA Global X Conscious Companies ETF 4.5 43 14 5.8 -2.1
KLMN Invesco MSCI North America Climate ETF 4.5 9 48 4.9 -3.0
DGT SPDR Global Dow ETF 4.5 50 7 7.0 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 4.5 30 27 5.9 -2.0
SPHQ Invesco S&P 500 Quality ETF 4.5 15 42 5.5 -2.4
VLUE iShares MSCI USA Value Factor ETF 4.4 15 42 9.5 +1.6
FMED Fidelity Disruptive Medicine ETF 4.4 50 7 -1.1 -9.0
SAGP Strategas Global Policy Opportunities ETF 4.4 65 -8 5.4 -2.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.4 20 37 4.7 -3.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.4 25 32 5.6 -2.3
JHML John Hancock Multifactor Large Cap ETF 4.4 29 28 5.3 -2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 4.3 11 46 5.1 -2.8
VV Vanguard Large-Cap ETF 4.3 4 53 4.8 -3.1
HGRO Hedgeye Quality Growth ETF 4.3 70 -13 3.4 -4.5
TOV JLens 500 Jewish Advocacy U.S. ETF 4.3 18 39 4.6 -3.3
STRV Strive 500 ETF 4.3 5 52 4.8 -3.1
CCMG CCM Global Equity ETF 4.3 34 23 8.4 +0.5
VOO Vanguard S&P 500 ETF 4.3 3 54 5.0 -2.9
IVV iShares Core S&P 500 ETF 4.3 3 54 4.9 -3.0
SPLG SPDR Portfolio S&P 500 ETF 4.3 2 55 4.9 -3.0
LVOL American Century Low Volatility ETF 4.3 29 28 4.9 -3.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.3 9 48 5.2 -2.7
SPY SPDR S&P 500 ETF Trust 4.3 9 48 4.9 -3.0
ROSC Hartford Multifactor Small Cap ETF 4.3 34 23 9.2 +1.3
PBUS Invesco MSCI USA ETF 4.2 4 53 4.8 -3.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.2 38 19 6.2 -1.7
VFVA Vanguard U.S. Value Factor ETF 4.2 13 44 10.8 +2.9
IWY iShares Russell Top 200 Growth ETF 4.2 20 37 4.5 -3.4
SHRY First Trust Bloomberg Shareholder Yield ETF 4.2 60 -3 8.0 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 4.2 18 39 5.3 -2.6
AVUS Avantis U.S. Equity ETF 4.2 15 42 5.7 -2.2
ILCB iShares Morningstar U.S. Equity ETF 4.2 3 54 4.8 -3.1
VFMF Vanguard U.S. Multifactor ETF 4.1 18 39 7.9 -0.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -1 4.2 -3.7
JGRO JPMorgan Active Growth ETF 4.1 44 13 3.4 -4.5
FDWM Fidelity Women's Leadership ETF 4.1 59 -2 4.8 -3.1
DANA Dana Unconstrained Equity ETF 4.1 50 7 2.9 -5.0
GGRW Gabelli Growth Innovators ETF 4.1 90 -33 2.3 -5.6
MEDI Harbor Health Care ETF 4.1 80 -23 -1.4 -9.3
RVER Trenchless Fund ETF 4.1 65 -8 4.3 -3.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.1 29 28 4.4 -3.5
SQLV Royce Quant Small-Cap Quality Value ETF 4.1 60 -3 9.2 +1.3
SCHX Schwab U.S. Large-Cap ETF 4.1 3 54 4.9 -3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 4.1 9 48 5.2 -2.7
SDY SPDR S&P Dividend ETF 4.1 35 22 6.6 -1.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.0 3 54 5.1 -2.8
VONE Vanguard Russell 1000 ETF 4.0 7 50 4.9 -3.0
IWB iShares Russell 1000 ETF 4.0 15 42 4.8 -3.1
BDIV AAM Brentview Dividend Growth ETF 4.0 49 8 4.6 -3.3
DSMC Distillate Small/Mid Cash Flow ETF 4.0 55 2 11.7 +3.8
IYY iShares Dow Jones U.S. ETF 4.0 20 37 4.8 -3.1
USMF WisdomTree U.S. Multifactor Fund 4.0 28 29 7.0 -0.9
SCHK Schwab 1000 Index ETF 4.0 5 52 5.0 -2.9
RVRB Reverb ETF 4.0 30 27 4.5 -3.4
VTI Vanguard Total Stock Market ETF 4.0 3 54 4.9 -3.0
DFUS Dimensional U.S. Equity ETF 3.9 9 48 4.8 -3.1
AFLG First Trust Active Factor Large Cap ETF 3.9 55 2 6.3 -1.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.9 35 22 4.0 -3.9
CGGO Capital Group Global Growth Equity ETF 3.9 47 10 4.7 -3.2
ESGV Vanguard ESG U.S. Stock ETF 3.9 9 48 4.7 -3.2
IWV iShares Russell 3000 ETF 3.9 20 37 4.7 -3.2
VTHR Vanguard Russell 3000 ETF 3.9 7 50 4.8 -3.1
GK AdvisorShares Gerber Kawasaki ETF 3.9 75 -18 2.4 -5.5
APUE ActivePassive U.S. Equity ETF 3.9 45 12 4.6 -3.3
SCHB Schwab U.S. Broad Market ETF 3.9 3 54 5.0 -2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.9 3 54 4.9 -3.0
DVY iShares Select Dividend ETF 3.9 38 19 9.0 +1.1
XVV iShares ESG Screened S&P 500 ETF 3.8 8 49 4.8 -3.1
ESGU iShares ESG Aware MSCI USA ETF 3.8 15 42 4.7 -3.2
NULG Nuveen ESG Large-Cap Growth ETF 3.8 26 31 3.3 -4.6
WLDR Affinity World Leaders Equity ETF 3.8 67 -10 7.5 -0.4
ADME Aptus Drawdown Managed Equity ETF 3.8 79 -22 4.1 -3.8
DFAU Dimensional US Core Equity Market ETF 3.8 12 45 5.0 -2.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.8 35 22 7.1 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 39 7.7 -0.2
TMDV ProShares Russell US Dividend Growers ETF 3.8 35 22 6.4 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 3.7 59 -2 4.3 -3.6
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 30 8.7 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 3.7 17 40 5.5 -2.4
DCOR Dimensional US Core Equity 1 ETF 3.7 14 43 5.3 -2.6
IWFG IQ Winslow Focused Large Cap Growth ETF 3.7 65 -8 2.9 -5.0
NULC Nuveen ESG Large-Cap ETF 3.7 21 36 4.6 -3.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 32 5.9 -2.0
DXUV Dimensional US Vector Equity ETF 3.7 28 29 6.2 -1.7
SWP SWP Growth & Income ETF 3.6 99 -42 4.1 -3.8
LCF Touchstone US Large Cap Focused ETF 3.6 69 -12 4.2 -3.7
FBCV Fidelity Blue Chip Value ETF 3.6 59 -2 7.4 -0.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -12 -0.6 -8.5
CZAR Themes Natural Monopoly ETF 3.6 35 22 5.7 -2.2
MBOX Freedom Day Dividend ETF 3.6 39 18 7.4 -0.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.5 25 32 5.3 -2.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 27 4.4 -3.5
EBI Longview Advantage ETF 3.5 35 22 6.5 -1.4
QGRW WisdomTree U.S. Quality Growth Fund 3.4 28 29 4.2 -3.7
SSPY Syntax Stratified LargeCap ETF 3.4 30 27 6.7 -1.2
VLU SPDR S&P 1500 Value Tilt ETF 3.4 12 45 7.4 -0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.4 65 -8 6.4 -1.5
ULVM VictoryShares US Value Momentum ETF 3.4 20 37 7.3 -0.6
FDMO Fidelity Momentum Factor ETF 3.4 15 42 3.6 -4.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.4 12 45 4.5 -3.4
VONG Vanguard Russell 1000 Growth ETF 3.3 7 50 4.4 -3.5
IWF iShares Russell 1000 Growth ETF 3.3 19 38 4.4 -3.5
CGGR Capital Group Growth ETF 3.3 39 18 3.1 -4.8
GURU Global X Guru Index ETF 3.3 75 -18 3.0 -4.9
DSI iShares MSCI KLD 400 Social ETF 3.3 25 32 4.8 -3.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.3 60 -3 5.7 -2.2
YALL God Bless America ETF 3.3 65 -8 3.6 -4.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.3 12 45 5.7 -2.2
GLOF iShares Global Equity Factor ETF 3.3 20 37 6.5 -1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 3.3 71 -14 0.5 -7.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.3 20 37 6.4 -1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.2 39 18 11.6 +3.7
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 19 4.5 -3.4
TOK iShares MSCI Kokusai ETF 3.2 26 31 5.0 -2.9
FBCG Fidelity Blue Chip Growth ETF 3.2 59 -2 2.8 -5.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 32 7.8 -0.1
GVLU Gotham 1000 Value ETF 3.1 50 7 8.9 +1.0
KLMT Invesco MSCI Global Climate 500 ETF 3.1 10 47 5.7 -2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.1 15 42 8.9 +1.0
FFOG Franklin Focused Growth ETF 3.1 61 -4 2.4 -5.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.1 20 37 5.6 -2.3
FVD First Trust Value Line Dividend Index Fund 3.1 65 -8 6.2 -1.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.1 15 42 7.5 -0.4
GOP Unusual Whales Subversive Republican Trading ETF 3.1 50 7 5.5 -2.4
URTH iShares MSCI World ETF 3.0 24 33 5.1 -2.8
FDVV Fidelity High Dividend ETF 3.0 15 42 7.6 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.0 15 42 7.5 -0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 3.0 67 -10 9.8 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 45 5.2 -2.7
XT iShares Exponential Technologies ETF 3.0 46 11 4.9 -3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.0 70 -13 4.7 -3.2
ROE Astoria US Quality Kings ETF 2.9 49 8 6.5 -1.4
AGQI First Trust Active Global Quality Income ETF 2.9 85 -28 4.9 -3.0
XSMO Invesco S&P SmallCap Momentum ETF 2.9 39 18 5.5 -2.4
SGLC SGI U.S. Large Cap Core ETF 2.9 85 -28 4.0 -3.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -2 5.8 -2.1
DUSA Davis Select U.S. Equity ETF 2.9 61 -4 7.3 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 2.9 90 -33 4.0 -3.9
JPEF JPMorgan Equity Focus ETF 2.9 50 7 4.3 -3.6
AVLV Avantis U.S. Large Cap Value ETF 2.9 15 42 7.7 -0.2
SUSA iShares MSCI USA ESG Select ETF 2.9 25 32 4.7 -3.2
ECML Euclidean Fundamental Value ETF 2.9 95 -38 11.1 +3.2
PEXL Pacer US Export Leaders ETF 2.8 60 -3 4.5 -3.4
RWL Invesco S&P 500 Revenue ETF 2.8 39 18 6.8 -1.1
TMFC Motley Fool 100 Index ETF 2.8 50 7 3.5 -4.4
RNIN Bushido Capital US SMID Cap Equity ETF 2.8 70 -13 10.3 +2.4
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 15 4.2 -3.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 30 7.0 -0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.7 60 -3 4.8 -3.1
ACWI iShares MSCI ACWI ETF 2.7 32 25 5.5 -2.4
STXG Strive 1000 Growth ETF 2.7 18 39 3.8 -4.1
LOGO Alpha Brands Consumption Leaders ETF 2.7 69 -12 3.1 -4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.7 9 48 5.7 -2.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.7 60 -3 -2.6 -10.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.7 80 -23 7.7 -0.2
SEMG Suncoast Select Growth ETF 2.6 60 -3 4.2 -3.7
RFFC ALPS Active Equity Opportunity ETF 2.6 48 9 4.4 -3.5
YOLO AdvisorShares Pure Cannabis ETF 2.6 103 -46 -3.6 -11.5
TOKE Cambria Cannabis ETF 2.6 42 15 1.0 -6.9
FOVL iShares Focused Value Factor ETF 2.6 25 32 10.7 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.6 55 2 4.2 -3.7
AVUQ Avantis U.S. Quality ETF 2.6 15 42 4.4 -3.5
MAGA Point Bridge America First ETF 2.6 72 -15 5.7 -2.2
RCGE RockCreek Global Equality ETF 2.5 95 -38 6.7 -1.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 39 5.4 -2.5
AFSM First Trust Active Factor Small Cap ETF 2.5 75 -18 7.6 -0.3
LIVR Intelligent Livermore ETF 2.5 69 -12 5.4 -2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.5 9 48 6.1 -1.8
GLRY Inspire Faithward Mid Cap Momentum ETF 2.5 80 -23 6.1 -1.8
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 32 6.5 -1.4
VT Vanguard Total World Stock ETF 2.4 6 51 5.9 -2.0
MAVF Matrix Advisors Value ETF 2.4 75 -18 5.7 -2.2
EGUS iShares ESG Aware MSCI USA Growth ETF 2.4 18 39 3.9 -4.0
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 45 8.9 +1.0
TOLL Tema Monopolies and Oligopolies ETF 2.4 75 -18 5.1 -2.8
VOOG Vanguard S&P 500 Growth ETF 2.4 7 50 4.1 -3.8
IVW iShares S&P 500 Growth ETF 2.4 18 39 4.0 -3.9
SPYG SPDR Portfolio S&P 500 Growth ETF 2.4 4 53 4.1 -3.8
TAX Cambria Tax Aware ETF 2.4 49 8 5.0 -2.9
SLYG SPDR S&P 600 Small Cap Growth ETF 2.4 15 42 5.5 -2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.4 20 37 5.5 -2.4
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -18 2.6 -5.3
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -8 8.4 +0.5
GQI Natixis Gateway Quality Income ETF 2.4 34 23 5.0 -2.9
QTOP iShares Nasdaq Top 30 Stocks ETF 2.4 20 37 4.1 -3.8
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 37 6.5 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 47 5.6 -2.3
IUSG iShares Core S&P U.S. Growth ETF 2.3 4 53 4.2 -3.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 -8 3.6 -4.3
SXQG ETC 6 Meridian Quality Growth ETF 2.3 100 -43 4.6 -3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 27 6.6 -1.3
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 22 4.6 -3.3
YOKE Yoke Core ETF 2.3 42 15 4.4 -3.5
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 42 3.5 -4.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 45 4.5 -3.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.2 29 28 8.2 +0.3
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -8 2.8 -5.1
BEEX BeeHive ETF 2.2 84 -27 4.3 -3.6
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 48 6.1 -1.8
SBIO ALPS Medical Breakthroughs ETF 2.2 50 7 0.0 -7.9
SRHQ SRH U.S. Quality ETF 2.2 35 22 7.6 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.2 25 32 5.4 -2.5
QQQ Invesco QQQ Trust Series I 2.2 20 37 4.1 -3.8
SPLV Invesco S&P 500 Low Volatility ETF 2.2 25 32 5.3 -2.6
QQQM Invesco NASDAQ 100 ETF 2.2 15 42 4.1 -3.8
BGRO iShares Large Cap Growth Active ETF 2.1 55 2 3.0 -4.9
ARKG ARK Genomic Revolution ETF 2.1 75 -18 -1.5 -9.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.1 49 8 3.8 -4.1
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 5.8 -2.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.1 60 -3 5.9 -2.0
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 18 9.7 +1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 18 3.4 -4.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 17 7.0 -0.9
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 9 4.4 -3.5
DIV Global X SuperDividend US ETF 2.1 45 12 11.7 +3.8
SIZE iShares MSCI USA Size Factor ETF 2.1 15 42 6.0 -1.9
ILCG iShares Morningstar Growth ETF 2.1 4 53 3.6 -4.3
FTGS First Trust Growth Strength ETF 2.1 60 -3 5.0 -2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 42 4.2 -3.7
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 37 -4.2 -12.1
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -4 5.9 -2.0
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 37 4.1 -3.8
FTDS First Trust Dividend Strength ETF 2.0 70 -13 7.5 -0.4
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -23 4.6 -3.3
MDEV First Trust Indxx Medical Devices ETF 2.0 70 -13 4.5 -3.4
ASLV Allspring Special Large Value ETF 2.0 35 22 6.4 -1.5
DWLD Davis Select Worldwide ETF 2.0 63 -6 7.2 -0.7
CSMD Congress SMid Growth ETF 2.0 69 -12 3.9 -4.0
MGK Vanguard Mega Cap Growth ETF 2.0 7 50 4.1 -3.8
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -19 5.1 -2.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -38 0.5 -7.4
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 -3 5.8 -2.1
BFOR ALPS Barron's 400 ETF 1.9 65 -8 5.9 -2.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.9 4 53 4.0 -3.9
XHE SPDR S&P Health Care Equipment ETF 1.9 35 22 3.6 -4.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.9 65 -8 3.5 -4.4
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -2 9.4 +1.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -2 3.9 -4.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.9 20 37 4.4 -3.5
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 40 7.0 -0.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 22 9.3 +1.4
SYLD Cambria Shareholder Yield ETF 1.9 59 -2 11.6 +3.7
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 45 7.3 -0.6
FDG American Century Focused Dynamic Growth ETF 1.8 45 12 1.9 -6.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 8 5.8 -2.1
EES WisdomTree U.S. SmallCap Fund 1.8 38 19 8.6 +0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 32 7.4 -0.5
AVMV Avantis U.S. Mid Cap Value ETF 1.8 20 37 8.6 +0.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.8 70 -13 4.5 -3.4
PSC Principal U.S. Small-Cap ETF 1.8 38 19 6.8 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 14 4.2 -3.7
DEEP Roundhill Acquirers Deep Value ETF 1.8 80 -23 17.0 +9.1
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -32 4.8 -3.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 5 7.7 -0.2
BUL Pacer US Cash Cows Growth ETF 1.8 60 -3 6.6 -1.3
DFSV Dimensional US Small Cap Value ETF 1.8 31 26 9.9 +2.0
XMMO Invesco S&P MidCap Momentum ETF 1.8 34 23 5.6 -2.3
IJR iShares Core S&P Small Cap ETF 1.7 6 51 7.6 -0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 45 7.2 -0.6
AGRW Allspring LT Large Growth ETF 1.7 35 22 3.5 -4.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 37 6.2 -1.7
PRXG Praxis Impact Large Cap Growth ETF 1.7 36 21 3.6 -4.3
VUG Vanguard Growth ETF 1.7 4 53 4.0 -3.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 42 7.7 -0.2
SFYF SoFi Social 50 ETF 1.7 29 28 0.4 -7.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.6 3 54 7.6 -0.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.6 50 7 5.6 -2.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 50 7.6 -0.3
RPV Invesco S&P 500 Pure Value ETF 1.6 35 22 10.4 +2.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 36 3.7 -4.2
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 42 7.0 -0.9
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 29 9.2 +1.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.5 20 37 7.6 -0.3
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 32 5.5 -2.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 28 4.6 -3.3
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 44 3.0 -4.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 22 7.5 -0.4
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -3 7.9 +0.1
ESIX SPDR S&P SmallCap 600 ESG ETF 1.5 12 45 7.9 -0.0
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 7 6.8 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 42 4.7 -3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -22 4.5 -3.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 37 6.8 -1.1
RGEF Rockefeller Global Equity ETF 1.4 55 2 4.8 -3.1
ISCV iShares Morningstar Small Cap Value ETF 1.4 6 51 9.2 +1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 22 12.9 +5.0
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 34 5.7 -2.2
CGV Conductor Global Equity Value ETF 1.3 130 -73 8.3 +0.4
VBR Vanguard Small Cap Value ETF 1.3 7 50 9.1 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.3 20 37 4.6 -3.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 48 4.9 -3.0
ABLG Abacus FCF International Leaders ETF 1.2 59 -2 6.9 -1.0
HAPS Harbor Human Capital Factor US Small Cap ETF 1.2 60 -3 3.9 -4.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.2 15 42 7.9 -0.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 42 5.9 -2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 33 7.7 -0.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -16 10.5 +2.6
FESM Fidelity Enhanced Small Cap ETF 1.1 28 29 7.2 -0.7
PY Principal Value ETF 1.1 15 42 7.1 -0.7
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 5 6.7 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 42 6.0 -1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 48 4.2 -3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 22 7.7 -0.2
LGRO Level Four Large Cap Growth Active ETF 1.1 55 2 3.7 -4.2
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -49 12.2 +4.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 33 8.1 +0.2
DFAS Dimensional U.S. Small Cap ETF 1.1 26 31 6.3 -1.6
WDIV SPDR S&P Global Dividend ETF 1.1 40 17 9.2 +1.3
TMAT Main Thematic Innovation ETF 1.1 164 -107 -1.5 -9.3
EZM WisdomTree U.S. MidCap Fund 1.0 38 19 9.0 +1.1
ETHO Etho Climate Leadership U.S. ETF 1.0 47 10 5.3 -2.6
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -38 2.9 -5.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 27 8.2 +0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -3 6.8 -1.1
BLCV iShares Large Cap Value Active ETF 1.0 53 4 7.3 -0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.0 20 37 6.9 -1.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 2 9.9 +2.0
SPGP Invesco S&P 500 GARP ETF 1.0 34 23 6.4 -1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 18 5.3 -2.6
ISCB iShares Morningstar Small-Cap ETF 0.9 4 53 6.2 -1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 42 7.2 -0.7
IWO iShares Russell 2000 Growth ETF 0.9 24 33 1.3 -6.6
TMFX Motley Fool Next Index ETF 0.9 50 7 2.6 -5.3
IJS iShares S&P Small-Cap 600 Value ETF 0.9 18 39 9.7 +1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 40 5.8 -2.1
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 28 4.7 -3.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 26 6.9 -1.0
RNMC First Trust Mid Cap US Equity Select ETF 0.9 60 -3 6.4 -1.5
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 47 1.4 -6.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -7 2.2 -5.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 22 5.3 -2.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 47 6.0 -1.9
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 18 9.6 +1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 42 5.8 -2.1
RSSL Global X Russell 2000 ETF 0.9 8 49 4.4 -3.5
VB Vanguard Small-Cap ETF 0.9 5 52 6.1 -1.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.9 15 42 9.7 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.9 10 47 9.7 +1.9
IWM iShares Russell 2000 ETF 0.9 19 38 4.3 -3.6
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 15 6.6 -1.3
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 39 6.8 -1.1
VTWO Vanguard Russell 2000 ETF 0.8 7 50 4.3 -3.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 22 7.1 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 33 7.1 -0.8
IJH iShares Core S&P Mid-Cap ETF 0.8 5 52 7.3 -0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -3 2.0 -5.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 18 5.8 -2.1
SVAL iShares US Small Cap Value Factor ETF 0.8 20 37 10.2 +2.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 54 7.3 -0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 50 7.4 -0.5
FLDZ RiverNorth Patriot ETF 0.8 75 -18 6.1 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 50 6.0 -1.9
PTL Inspire 500 ETF 0.8 9 48 5.2 -2.7
SFYX SoFi Next 500 ETF 0.8 0 57 5.7 -2.2
BLCR iShares Large Cap Core Active ETF 0.8 36 21 3.7 -4.2
VAMO Cambria Value & Momentum ETF 0.8 61 -4 5.8 -2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 45 7.0 -0.9
IWN iShares Russell 2000 Value ETF 0.8 24 33 7.3 -0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -13 10.8 +2.9
SCHA Schwab U.S. Small-Cap ETF 0.8 4 53 5.9 -2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 53 5.9 -2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 39 8.6 +0.7
VTWV Vanguard Russell 2000 Value ETF 0.7 10 47 7.3 -0.6
VIDI Vident International Equity Strategy ETF 0.7 61 -4 10.9 +3.0
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 53 6.6 -1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 42 8.7 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 19 8.7 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 47 8.8 +0.9
STXK Strive Small-Cap ETF 0.7 18 39 5.8 -2.1
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 32 9.7 +1.8
VXF Vanguard Extended Market ETF 0.7 5 52 4.7 -3.2
NIXT Research Affiliates Deletions ETF 0.7 9 48 8.7 +0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 5 6.3 -1.6
SMMD iShares Russell 2500 ETF 0.7 15 42 6.1 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 53 6.1 -1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 5 5.5 -2.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 -1 5.4 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -8 4.1 -3.8
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 15 6.3 -1.6
BUZZ VanEck Social Sentiment ETF 0.6 75 -18 -0.4 -8.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -3 7.3 -0.6
IWS iShares Russell Mid-Cap Value ETF 0.6 23 34 6.7 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -13 2.8 -5.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 32 8.2 +0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 40 5.7 -2.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 51 8.0 +0.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 10 8.9 +1.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 51 2.9 -5.0
STXM Strive Mid-Cap ETF 0.5 18 39 6.1 -1.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 37 9.4 +1.5
MVPA Miller Value Partners Appreciation ETF 0.5 60 -3 9.3 +1.4
ISMD Inspire Small/Mid Cap ETF 0.5 54 3 5.5 -2.4
IWR iShares Russell Midcap ETF 0.5 19 38 5.7 -2.2
LQPE PEO AlphaQuest Thematic PE ETF 0.5 125 -68 5.3 -2.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 18 9.6 +1.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -3 5.3 -2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -8 2.1 -5.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 18 9.3 +1.4
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -23 11.8 +3.9
USXF iShares ESG Advanced MSCI USA ETF 0.4 10 47 4.5 -3.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 44 10.0 +2.2
VOE Vanguard Mid-Cap Value ETF 0.4 7 50 7.6 -0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 22 10.0 +2.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.4 55 2 4.6 -3.3
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 28 7.1 -0.8
RPG Invesco S&P 500 Pure Growth ETF 0.3 35 22 3.2 -4.7
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 37 2.5 -5.4
IWC iShares Micro-Cap ETF 0.3 60 -3 -0.8 -8.7
VBK Vanguard Small-Cap Growth ETF 0.3 7 50 1.9 -6.0
IMCB iShares Morningstar Mid-Cap ETF 0.3 4 53 6.0 -1.9
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 34 3.4 -4.5
VO Vanguard Mid-Cap ETF 0.2 4 53 5.7 -2.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 14 6.1 -1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 -2 2.7 -5.2
FPX First Trust US Equity Opportunities ETF 0.1 61 -4 1.0 -6.9
WCEO Hypatia Women CEO ETF 0.1 85 -28 3.7 -4.2
NUSC Nuveen ESG Small-Cap ETF 0.1 31 26 5.3 -2.6
OPTZ Optimize Strategy Index ETF 0.1 50 7 4.6 -3.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 32 9.6 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 12 8.8 +1.0

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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

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.