Invesco DWA Industrials Momentum ETF
ALTAR
Score™
7.6% info Recommen-
dation
OVERWEIGHT
2022E    2023E
P/E
ratio
11.5x P/Sales
ratio
1.1x
P/BV
ratio
2.7x Div.
yield
1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco DWA Industrials Momentum Portfolio tracks an index of U.S. industrial firms selected and weighted by price momentum.

FUND BASICS
Category US Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Oct 12, 2006
Assets (mns) $115
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 46
Wgt avg mkt cap (mns) $36,804
Large cap (>$10bn) 52.6%
Mid cap ($2-10bn) 38.1%
Small cap (<$2bn) 9.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMETEK INC 5.4 %
ACCENTURE PLC-CL A 5.2 %
WW GRAINGER INC 5.2 %
UNION PACIFIC CORP 5.0 %
CINTAS CORP 4.9 %
SMITH (A.O.) CORP 3.9 %
QUANTA SERVICES INC 3.3 %
BUILDERS FIRSTSOURCE INC 3.3 %
CARLISLE COS INC 2.9 %
DEERE & CO 2.8 %
Total 42.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.7 %
BERMUDA 2.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-30.4% -18.6% 8.9% 11.3% 8.3%

Market Correlations
versus... Beta R-squared
S&P500 1.07 74%
MSCI EAFE 1.00 64%
MSCI Emg. Mkts. 0.75 40%

Technical Indicators
Recent close $80.80
30d moving avg. $86.24
Annualized volatility 23.1%
Short interest (ETF) 2.8%
Short interest (Underlying) 5.1%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 16
Turnover 1.1%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $5,197

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 potential alternatives to the Invesco DWA Industrials Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with PRN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PRN Expense: 60 bp ALTAR Score™: 7.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PRN
Ticker Fund
Name
Overlap1
vs PRN
(%)
Expense
ratio
(bp)
Savings
vs PRN
(bp)
ALTAR
Score™
(%)
ALTAR
vs PRN
(%)
JHMI John Hancock Multifactor Industrials ETF 23.9 40 20 7.5 -0.1
PAVE Global X U.S. Infrastructure Development ETF 22.3 47 13 8.3 +0.8
XLI Industrial Select Sector SPDR Fund 21.2 10 50 6.4 -1.2
FIDU Fidelity MSCI Industrials Index ETF 20.7 8 52 6.6 -1.0
VIS Vanguard Industrials Index Fund 20.5 10 50 6.1 -1.4
RGI Invesco S&P 500 Equal Weight Industrials ETF 18.0 40 20 4.8 -2.8
IYJ iShares U.S. Industrials ETF 17.6 42 18 6.6 -0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 15.2 60 0 5.1 -2.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 12.4 64 -4 9.5 +1.9
EXI iShares Global Industrials ETF 12.2 43 17 6.1 -1.5
BECO BlackRock Future Climate and Sustainable Economy ETF 12.0 70 -10 5.4 -2.2
MDCP VictoryShares THB Mid Cap ESG ETF 11.5 55 5 6.5 -1.1
FTXR First Trust Nasdaq Transportation ETF 11.4 60 0 6.4 -1.1
XTN SPDR S&P Transportation ETF 10.8 35 25 1.4 -6.2
PSCI Invesco S&P SmallCap Industrials ETF 10.7 29 31 8.5 +1.0
IYT iShares Transportation Average ETF 10.3 42 18 3.2 -4.4
XHB SPDR S&P Homebuilders ETF 9.6 35 25 13.9 +6.3
PDP Invesco DWA Momentum ETF 9.2 62 -2 5.7 -1.8
DWAS Invesco DWA SmallCap Momentum ETF 9.0 60 0 5.4 -2.1
DUHP Dimensional US High Profitability ETF 8.8 22 38 8.6 +1.1
AIRR First Trust RBA American Industrial Renaissance ETF 8.5 70 -10 7.1 -0.5
MAGA Point Bridge GOP Stock Tracker ETF 8.1 72 -12 6.2 -1.3
KONG Formidable Fortress ETF 8.0 89 -29 6.2 -1.4
AILV Alpha Intelligent - Large Cap Value ETF 7.7 85 -25 6.5 -1.0
NETZ Engine No 1 Transform Climate ETF 7.7 75 -15 7.1 -0.5
IFRA iShares U.S. Infrastructure ETF 7.6 30 30 6.8 -0.8
PZLD Puzzle Divdend Leaders 7.5 10 50 7.1 -0.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 7.4 85 -25 7.0 -0.5
XSMO Invesco S&P SmallCap Momentum ETF 7.3 39 21 10.0 +2.4
XMMO Invesco S&P MidCap Momentum ETF 7.2 33 27 8.8 +1.2
ALFA AlphaClone Alternative Alpha ETF 7.2 65 -5 5.3 -2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 7.2 60 0 5.8 -1.8
FLM First Trust Global Engineering and Construction ETF 7.1 70 -10 8.4 +0.8
SXQG 6 Meridian Quality Growth ETF 7.0 100 -40 5.7 -1.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.0 75 -15 7.8 +0.3
PWB Invesco Dynamic Large Cap Growth ETF 7.0 56 4 5.0 -2.5
CCOR Core Alternative ETF 7.0 109 -49 5.0 -2.6
AFSM First Trust Active Factor Small Cap ETF 6.9 77 -17 8.8 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.9 25 35 6.0 -1.6
NULG Nuveen ESG Large-Cap Growth ETF 6.7 25 35 5.2 -2.4
LVOL American Century Low Volatility ETF 6.7 29 31 6.3 -1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 0 5.9 -1.7
FLRG Fidelity U.S. Multifactor ETF 6.5 29 31 8.3 +0.8
TPLC Timothy Plan US Large Cap Core ETF 6.5 52 8 6.4 -1.2
PWC Invesco Dynamic Market ETF 6.5 60 0 6.9 -0.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 6.5 39 21 11.4 +3.8
KLCD KFA Large Cap Quality Dividend Index ETF 6.5 42 18 6.7 -0.9
EVX VanEck Environmental Services ETF 6.4 55 5 3.7 -3.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.3 70 -10 5.8 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.2 35 25 6.5 -1.1
OSCV Opus Small Cap Value Plus ETF 6.2 79 -19 6.2 -1.4
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 6.2 75 -15 6.1 -1.5
FDMO Fidelity Momentum Factor ETF 6.1 29 31 4.9 -2.7
WWOW Direxion World Without Waste ETF 6.0 50 10 0.2 -7.3
IVLC Invesco US Large Cap Core ESG ETF 6.0 48 12 6.2 -1.4
PSET Principal Price Setters Index ETF 5.9 15 45 7.2 -0.4
BTHM BlackRock Future U.S. Themes ETF 5.9 60 0 6.7 -0.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.9 47 13 6.1 -1.5
SPLV Invesco S&P 500 Low Volatility ETF 5.9 25 35 5.9 -1.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.9 63 -3 5.1 -2.4
ZECP Zacks Earnings Consistent Portfolio ETF 5.9 55 5 6.3 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 5.9 60 0 5.5 -2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.8 60 0 12.1 +4.6
CALF Pacer US Small Cap Cash Cows 100 ETF 5.8 59 1 14.1 +6.5
FTCS First Trust Capital Strength ETF 5.8 56 4 7.0 -0.6
DFUV Dimensional US Marketwide Value ETF 5.8 0 60 0.0 -7.6
VIG Vanguard Dividend Appreciation Index Fund 5.8 6 54 6.7 -0.8
SAMT Strategas Macro Thematic Opportunities ETF 5.7 65 -5 3.7 -3.9
QDYN FlexShares Quality Dividend Dynamic Index Fund 5.7 37 23 8.6 +1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.7 18 42 6.3 -1.3
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 5.6 69 -9 8.2 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.6 52 8 6.4 -1.1
TPHD Timothy Plan High Dividend Stock ETF 5.6 52 8 6.7 -0.8
BFOR Barron's 400 ETF 5.6 70 -10 9.7 +2.1
BKUS BNY Mellon Sustainable US Equity ETF 5.5 60 0 5.5 -2.0
BUYZ Franklin Disruptive Commerce ETF 5.5 50 10 0.0 -7.6
FSST Fidelity Sustainability U.S. Equity ETF 5.5 59 1 6.3 -1.3
AQWA Global X Clean Water ETF 5.4 50 10 5.0 -2.5
FEDX Emles Federal Contractors ETF 5.4 60 0 7.8 +0.3
CLNR IQ Cleaner Transport ETF 5.4 45 15 7.6 0.0
SPMV Invesco S&P 500 Minimum Variance ETF 5.4 10 50 5.9 -1.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.3 64 -4 8.2 +0.7
FLLV Franklin Liberty U.S. Low Volatility ETF 5.3 29 31 6.3 -1.3
TEMP JPMorgan Climate Change Solutions ETF 5.3 49 11 5.0 -2.6
JSTC Adasina Social Justice All Cap Global ETF 5.3 89 -29 6.9 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 5.2 95 -35 2.6 -5.0
JEPI JPMorgan Equity Premium Income ETF 5.2 35 25 5.7 -1.8
PHO Invesco Water Resources ETF 5.2 60 0 4.2 -3.4
VSDA VictoryShares Dividend Accelerator ETF 5.2 35 25 7.0 -0.6
USMV iShares Edge MSCI Min Vol USA ETF 5.1 15 45 6.0 -1.5
EBLU Ecofin Global Water ESG Fund 5.1 40 20 4.8 -2.8
AVLV Avantis U.S. Large Cap Value ETF 5.1 15 45 9.4 +1.9
AVUV Avantis U.S. Small Cap Value ETF 5.0 25 35 10.4 +2.8
JSML Janus Henderson Small Cap Growth Alpha ETF 5.0 30 30 10.5 +2.9
FCPI Fidelity Stocks for Inflation ETF 5.0 29 31 10.1 +2.5
TMDV ProShares Russell US Dividend Growers ETF 5.0 36 24 6.3 -1.3
LGLV SPDR Russell 1000 Low Volatility ETF 5.0 12 48 5.7 -1.8
NULC Nuveen ESG Large-Cap ETF 5.0 20 40 6.6 -1.0
VNSE Natixis Vaughan Nelson Select ETF 5.0 80 -20 4.0 -3.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.0 46 14 7.1 -0.5
JOET Virtus Terranova US Quality Momentum ETF 5.0 29 31 6.9 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 5.0 13 47 6.0 -1.6
AFMC First Trust Active Factor Mid Cap ETF 5.0 65 -5 10.5 +2.9
FEVR Inspire Faithward Large Cap Momentum ESG ETF 4.9 85 -25 5.8 -1.8
OUSA O'Shares FTSE US Quality Dividend ETF 4.9 48 12 7.3 -0.2
BIBL Inspire ETF 4.9 35 25 6.0 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 40 8.0 +0.4
ROKT SPDR S&P Kensho Final Frontiers ETF 4.8 45 15 4.1 -3.4
PKB Invesco Dynamic Building & Construction ETF 4.8 60 0 14.5 +7.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.8 70 -10 5.0 -2.5
DEF Invesco Defensive Equity ETF 4.8 53 7 6.4 -1.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 4.8 58 2 4.1 -3.5
REVS Columbia Research Enhanced Value ETF 4.8 19 41 8.9 +1.3
IDU iShares U.S. Utilities ETF 4.8 43 17 5.3 -2.2
FIW First Trust Water ETF 4.8 54 6 4.3 -3.3
VUSE Vident Core US Equity Fund 4.7 48 12 11.6 +4.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 45 8.1 +0.6
SYLD Cambria Shareholder Yield ETF 4.7 59 1 13.1 +5.6
QVAL Alpha Architect U.S. Quantitative Value ETF 4.7 49 11 16.2 +8.6
FVAL Fidelity Value Factor ETF 4.7 29 31 9.9 +2.4
VAMO Cambria Value & Momentum ETF 4.7 64 -4 10.8 +3.2
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4.6 25 35 8.9 +1.3
PFM Invesco Dividend Achievers ETF 4.6 53 7 6.6 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.6 12 48 6.4 -1.2
FDWM Fidelity Women's Leadership ETF 4.5 59 1 6.5 -1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.5 75 -15 10.3 +2.8
BLOK Amplify Transformational Data Sharing ETF 4.5 71 -11 5.5 -2.0
ROSC Hartford Multifactor Small Cap ETF 4.5 34 26 11.1 +3.5
DFAT Dimensional U.S. Targeted Value ETF 4.5 34 26 9.3 +1.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 4.5 28 32 7.4 -0.2
FQAL Fidelity Quality Factor ETF 4.5 29 31 7.3 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 4.4 49 11 6.4 -1.2
JRNY ALPS Global Travel Beneficiaries ETF 4.4 65 -5 1.0 -6.6
WOMN Impact Shares YWCA Women's Empowerment ETF 4.4 75 -15 6.5 -1.0
SUSL iShares ESG MSCI USA Leaders ETF 4.4 10 50 6.4 -1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.3 10 50 6.4 -1.2
ETHO Etho Climate Leadership U.S. ETF 4.3 48 12 5.0 -2.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.3 35 25 7.0 -0.6
JQUA JPMorgan U.S. Quality Factor ETF 4.3 12 48 7.0 -0.5
AUSF Global X Adaptive U.S. Factor ETF 4.3 27 33 6.3 -1.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.3 35 25 7.0 -0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.3 30 30 10.3 +2.7
MBCC Monarch Blue Chips Core ETF 4.2 125 -65 4.1 -3.5
SCHV Schwab U.S. Large-Cap Value ETF 4.2 4 56 7.7 +0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 4.2 71 -11 3.6 -4.0
SUSA iShares MSCI USA ESG Select ETF 4.2 25 35 6.3 -1.2
NULV Nuveen ESG Large-Cap Value ETF 4.2 25 35 8.0 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 25 6.1 -1.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.2 30 30 7.8 +0.2
EPRE First Trust TCW ESG Premier Equity ETF 4.1 85 -25 5.1 -2.4
DSI iShares MSCI KLD 400 Social ETF 4.1 25 35 6.4 -1.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.1 39 21 7.9 +0.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 4.1 39 21 10.1 +2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.1 25 35 7.0 -0.6
CZA Invesco Zacks Mid-Cap ETF 4.0 69 -9 6.7 -0.8
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 4.0 35 25 7.9 +0.3
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 4.0 65 -5 -1.7 -9.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.9 58 2 5.9 -1.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.9 35 25 11.0 +3.4
XSHQ Invesco S&P SmallCap Quality ETF 3.9 29 31 10.1 +2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.9 20 40 7.4 -0.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.9 45 15 2.6 -5.0
QDF FlexShares Quality Dividend Index Fund 3.9 37 23 7.8 +0.3
MBOX Freedom Day Dividend ETF 3.8 39 21 8.6 +1.0
SCHD Schwab U.S. Dividend Equity ETF 3.8 6 54 9.3 +1.7
SDY SPDR S&P Dividend ETF 3.8 35 25 6.9 -0.7
AVDR AVDR US LargeCap Leading ETF 3.8 60 0 6.6 -1.0
AVUS Avantis U.S. Equity ETF 3.8 15 45 7.5 -0.1
RBUS Nationwide Risk-Based U.S. Equity ETF 3.8 30 30 6.0 -1.5
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 3.8 108 -48 7.2 -0.4
WTV WisdomTree US Value Fund 3.8 12 48 9.9 +2.4
RAYD Rayliant Quantitative Developed Market Equity ETF 3.8 80 -20 9.6 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 3.8 60 0 8.5 +1.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.7 60 0 6.3 -1.3
KOCG FIS Knights of Columbus Global Belief ETF 3.7 75 -15 7.8 +0.2
RECS Columbia Research Enhanced Core ETF 3.7 15 45 7.6 +0.0
VEGN US Vegan Climate ETF 3.7 60 0 6.1 -1.5
QDIV Global X S&P 500 Quality Dividend ETF 3.7 20 40 8.9 +1.3
QUS SPDR MSCI USA StrategicFactors ETF 3.7 15 45 6.8 -0.7
DGRO iShares Core Dividend Growth ETF 3.7 8 52 7.8 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 3.7 19 41 7.3 -0.3
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -5 7.5 -0.0
DFSV Dimensional US Small Cap Value ETF 3.6 31 29 9.3 +1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.6 18 42 8.2 +0.7
ISHP First Trust S-Network E-Commerce ETF 3.6 60 0 4.1 -3.4
MGV Vanguard Mega Cap Value ETF 3.6 7 53 7.9 +0.3
VBR Vanguard Small Cap Value Index Fund 3.6 7 53 9.1 +1.5
PZLG Puzzle Mature Growth 3.5 10 50 4.9 -2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 3.5 17 43 7.4 -0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.5 15 45 7.4 -0.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.5 15 45 7.5 -0.1
SDGA Impact Shares Sustainable Development Goals Global ETF 3.5 75 -15 7.2 -0.4
ACVF American Conservative Values ETF 3.5 75 -15 5.6 -1.9
ROUS Hartford Multifactor US Equity ETF 3.5 19 41 7.9 +0.3
DBLV AdvisorShares DoubleLine Value Equity ETF 3.5 91 -31 6.9 -0.7
ACES ALPS Clean Energy ETF 3.5 55 5 -0.6 -8.2
VFLQ Vanguard U.S. Liquidity Factor ETF 3.5 13 47 2.0 -5.5
UBCB UBC Algorithmic Fundamentals ETF 3.5 75 -15 5.0 -2.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.5 17 43 8.2 +0.6
IVDG Invesco Focused Discovery Growth ETF 3.4 59 1 5.0 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.4 59 1 8.4 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 3.4 41 19 7.4 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.4 29 31 9.0 +1.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.4 41 19 6.8 -0.8
IQSU IQ Candriam ESG US Equity ETF 3.4 9 51 6.4 -1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 3.4 70 -10 4.5 -3.1
AIQ Global X Future Analytics Tech ETF 3.4 68 -8 5.5 -2.1
DFAS Dimensional U.S. Small Cap ETF 3.4 34 26 7.2 -0.3
KRMA Global X Conscious Companies ETF 3.4 43 17 6.7 -0.8
VFQY Vanguard U.S. Quality Factor ETF 3.3 13 47 8.8 +1.2
PSC Principal U.S. Small Cap Index ETF 3.3 38 22 8.0 +0.4
CATH Global X S&P 500 Catholic Values Custom ETF 3.3 29 31 6.2 -1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 40 7.7 +0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.3 16 44 8.6 +1.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.3 17 43 6.7 -0.9
MOTO SmartETFs Smart Transportation & Technology ETF 3.3 68 -8 7.7 +0.1
EMLP First Trust North American Energy Infrastructure Fund 3.3 96 -36 5.2 -2.4
ECLN First Trust EIP Carbon Impact ETF 3.3 97 -37 3.5 -4.1
FFND Future Fund Active ETF 3.3 101 -41 2.5 -5.1
CLMA iClima Global Decarbonization Transition Leaders ETF 3.3 65 -5 2.1 -5.5
IJT iShares S&P Small-Cap 600 Growth ETF 3.3 18 42 8.4 +0.8
SLYG SPDR S&P 600 Small Cap Growth ETF 3.3 15 45 8.4 +0.8
EES WisdomTree SmallCap Earnings Fund 3.3 38 22 11.0 +3.5
WLDR Affinity World Leaders Equity ETF 3.3 67 -7 10.4 +2.8
JHML John Hancock Multifactor Large Cap ETF 3.3 29 31 6.8 -0.8
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 3.3 19 41 8.5 +0.9
SIXS 6 Meridian Small Cap Equity ETF 3.3 100 -40 10.0 +2.5
VOT Vanguard Mid-Cap Growth Index Fund 3.3 7 53 4.5 -3.1
FXU First Trust Utilities AlphaDEX Fund 3.3 62 -2 6.6 -1.0
IWP iShares Russell Mid-Cap Growth ETF 3.3 23 37 4.7 -2.9
NUSC Nuveen ESG Small-Cap ETF 3.3 30 30 6.2 -1.3
DIVZ TrueShares Low Volatility Equity Income ETF 3.3 65 -5 8.1 +0.6
XLK Technology Select Sector SPDR Fund 3.3 10 50 6.5 -1.1
FDLO Fidelity Low Volatility Factor ETF 3.2 29 31 5.8 -1.8
QUAL iShares MSCI Usa Quality Factor ETF 3.2 15 45 6.7 -0.8
ONEO SPDR Russell 1000 Momentum Focus ETF 3.2 20 40 8.8 +1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.2 14 46 6.4 -1.2
WGRO WisdomTree U.S. Growth & Momentum Fund 3.2 55 5 7.8 +0.3
SPGP Invesco S&P 500 GARP ETF 3.2 36 24 8.7 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.2 24 36 8.9 +1.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 3.2 30 30 10.5 +2.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.2 50 10 6.2 -1.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.2 29 31 8.5 +0.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.2 35 25 8.4 +0.8
SFYX Sofi Next 500 ETF 3.1 0 60 6.3 -1.3
VDNI V-Shares US Leadership Diversity ETF 3.1 29 31 6.7 -0.9
IWO iShares Russell 2000 Growth ETF 3.1 24 36 1.1 -6.5
HAP VanEck Natural Resources ETF 3.1 49 11 7.6 +0.1
GVIP Goldman Sachs Hedge Industry VIP ETF 3.1 45 15 4.8 -2.8
VTWG Vanguard Russell 2000 Growth Index Fund 3.1 15 45 0.8 -6.8
SVAL iShares US Small Cap Value Factor ETF 3.1 20 40 11.2 +3.6
ACIO Aptus Collared Income Opportunity ETF 3.1 79 -19 5.5 -2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 -15 7.4 -0.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 51 6.8 -0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.1 15 45 8.3 +0.7
SPMO Invesco S&P 500 Momentum ETF 3.1 13 47 6.3 -1.3
FVD First Trust Value Line Dividend Index Fund 3.1 70 -10 6.2 -1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 3.1 27 33 6.2 -1.4
IUSS Invesco Strategic US Small Company ETF 3.1 23 37 6.8 -0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.1 12 48 6.0 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 27 33 6.1 -1.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.0 20 40 7.1 -0.5
VOOV Vanguard S&P 500 Value ETF 3.0 10 50 7.2 -0.3
IVE iShares S&P 500 Value ETF 3.0 18 42 7.2 -0.4
ILCV iShares Morningstar Value ETF 3.0 4 56 7.7 +0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.0 60 0 7.4 -0.2
SPYV SPDR Portfolio S&P 500 Value ETF 3.0 4 56 7.3 -0.3
ACWV iShares MSCI Global Min Vol Factor ETF 3.0 20 40 6.0 -1.5
VONG Vanguard Russell 1000 Growth Index Fund 3.0 8 52 6.0 -1.6
IWF iShares Russell 1000 Growth ETF 3.0 19 41 5.9 -1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.0 65 -5 7.4 -0.2
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 40 6.9 -0.7
FYX First Trust Small Cap Core AlphaDEX Fund 3.0 63 -3 9.4 +1.8
SMLE Xtrackers S&P SmallCap 600 ESG ETF 3.0 15 45 8.4 +0.8
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 3.0 48 12 8.1 +0.5
DFAU Dimensional US Core Equity Market ETF 3.0 12 48 6.7 -0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 3.0 12 48 8.5 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 3.0 30 30 6.7 -0.8
KGHG KraneShares Global Carbon Transformation ETF 3.0 89 -29 7.1 -0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 0 8.1 +0.5
DIVB iShares U.S. Dividend & Buyback ETF 2.9 25 35 8.0 +0.4
AVSC Avantis U.S Small Cap Equity ETF 2.9 25 35 5.6 -2.0
IUSV iShares Core S&P U.S. Value ETF 2.9 4 56 7.4 -0.2
LEAD Siren DIVCON Leaders Dividend ETF 2.9 43 17 8.5 +1.0
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 15 4.3 -3.2
IWY iShares Russell Top 200 Growth ETF 2.9 20 40 6.2 -1.4
RWK Invesco S&P MidCap 400 Revenue ETF 2.9 39 21 10.3 +2.8
VB Vanguard Small-Cap ETF 2.9 5 55 6.6 -1.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.9 9 51 5.4 -2.2
ECOZ TrueMark ESG Active Opportunities ETF 2.9 58 2 5.3 -2.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.9 85 -25 7.6 +0.0
IWM iShares Russell 2000 ETF 2.9 19 41 3.8 -3.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.9 7 53 6.1 -1.5
DEEP Roundhill Acquirers Deep Value ETF 2.9 80 -20 13.6 +6.1
XVV iShares ESG Screened S&P 500 ETF 2.9 8 52 6.5 -1.1
SQLV Legg Mason Small-Cap Quality Value 2.9 61 -1 10.4 +2.9
ITB iShares U.S. Home Construction ETF 2.9 41 19 17.9 +10.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.9 9 51 6.8 -0.7
VTWO Vanguard Russell 2000 Index Fund 2.9 10 50 1.7 -5.9
EQUL IQ Engender Equality ETF 2.9 45 15 8.0 +0.4
IYM iShares U.S. Basic Materials ETF 2.9 43 17 10.6 +3.0
FTAG First Trust Indxx Global Agriculture ETF 2.8 70 -10 8.5 +1.0
IVEG iShares Emergent Food and AgTech Multisector ETF 2.8 47 13 7.2 -0.4
VEGI iShares MSCI Global Agriculture Producers ETF 2.8 39 21 7.1 -0.4
MOO VanEck Agribusiness ETF 2.8 56 4 6.6 -1.0
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 2.8 55 5 6.4 -1.1
IVSG Invesco Select Growth ETF 2.8 48 12 5.3 -2.3
GK AdvisorShares Gerber Kawasaki ETF 2.8 81 -21 4.9 -2.7
YUMY VanEck Future of Food ETF 2.8 69 -9 3.5 -4.0
TIME Clockwise Capital Innovation ETF 2.8 95 -35 3.4 -4.2
ARKX ARK Space Exploration & Innovation ETF 2.8 75 -15 3.2 -4.4
KROP Global X AgTech & Food Innovation ETF 2.8 50 10 0.8 -6.8
ARKQ Ark Autonomous Tech. & Robotics ETF 2.8 75 -15 -2.6 -10.2
LSLT Salt Low truBeta US Market ETF 2.8 60 0 0.0 -7.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.8 11 49 6.9 -0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.8 6 54 4.9 -2.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 45 6.5 -1.1
GSPY Gotham Enhanced 500 ETF 2.8 50 10 6.8 -0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -10 10.6 +3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.8 24 36 8.4 +0.8
DFUS Dimensional U.S. Equity ETF 2.8 11 49 6.5 -1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.8 29 31 7.7 +0.1
RFFC RiverFront Dynamic US Flex-Cap ETF 2.8 52 8 6.1 -1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.8 30 30 1.9 -5.6
RNMC Mid Cap US Equity Select ETF 2.8 60 0 8.4 +0.9
RYT Invesco S&P 500 Equal Weight Technology ETF 2.8 40 20 7.1 -0.5
ESGU iShares MSCI USA ESG Optimized ETF 2.8 15 45 6.3 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.8 27 33 6.4 -1.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.8 15 45 7.7 +0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.7 20 40 6.4 -1.2
FTEC Fidelity MSCI Information Technology Index ETF 2.7 8 52 6.2 -1.4
VTV Vanguard Value Index Fund 2.7 4 56 7.9 +0.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.7 17 43 5.9 -1.6
VGT Vanguard Information Technology Index Fund 2.7 10 50 6.2 -1.4
XYLD Global X S&P 500 Covered Call ETF 2.7 60 0 5.6 -2.0
IGM iShares Expanded Tech Sector ETF 2.7 43 17 5.9 -1.7
TPSC Timothy Plan US Small Cap Core ETF 2.7 52 8 8.8 +1.2
XRMI Global X S&P 500 Risk Managed Income ETF 2.7 60 0 5.6 -1.9
IWN iShares Russell 2000 Value ETF 2.7 24 36 6.0 -1.6
VTWV Vanguard Russell 2000 Value Index Fund 2.7 15 45 2.8 -4.8
TYNE Direxion Nanotechnology ETF 2.7 65 -5 -72.3 -79.9
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 50 6.3 -1.3
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 51 6.4 -1.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.7 6 54 6.1 -1.5
XYLG Global X S&P 500 Covered Call & Growth ETF 2.7 60 0 5.8 -1.8
BLES Inspire Global Hope Large Cap ETF 2.7 52 8 6.4 -1.2
FSMD Fidelity Small-Mid Factor ETF 2.7 29 31 9.2 +1.6
JHMA John Hancock Multifactor Materials ETF 2.7 40 20 10.4 +2.8
VFMF Vanguard U.S. Multifactor ETF 2.7 19 41 10.3 +2.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.7 15 45 8.7 +1.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.7 12 48 8.0 +0.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.7 25 35 6.9 -0.7
IUS Invesco Strategic US ETF 2.7 19 41 7.5 -0.0
SPY SPDR S&P 500 ETF Trust 2.6 9 51 6.4 -1.1
PBP Invesco S&P 500 BuyWrite ETF 2.6 49 11 5.7 -1.9
IVV iShares Core S&P 500 ETF 2.6 3 57 6.5 -1.1
SCHA Schwab U.S. Small-Cap ETF 2.6 4 56 5.9 -1.6
SPLG SPDR Portfolio S&P 500 ETF 2.6 3 57 6.5 -1.1
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 51 6.6 -1.0
VOO VANGUARD S&P 500 ETF 2.6 3 57 6.5 -1.1
XCLR Global X S&P 500 Collar 95-110 ETF 2.6 60 0 5.4 -2.1
SPTM SPDR Portfolio Total Stock Market ETF 2.6 3 57 6.6 -0.9
FLDZ RiverNorth Volition America Patriot ETF 2.6 70 -10 6.2 -1.4
XVOL Acruence Active Hedge U.S. Equity ETF 2.6 83 -23 5.7 -1.8
CSML IQ Chaikin U.S. Small Cap ETF 2.6 35 25 6.1 -1.4
NUDV Nuveen ESG Dividend ETF 2.6 25 35 7.9 +0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 45 8.6 +1.1
MGC Vanguard Mega Cap Index Fund 2.6 7 53 6.3 -1.2
JHSC John Hancock Multifactor Small Cap ETF 2.6 42 18 7.1 -0.5
VTI Vanguard Total Stock Market Index Fund 2.6 3 57 5.9 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 56 6.3 -1.3
IWV iShares Russell 3000 ETF 2.6 20 40 6.1 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.6 38 22 7.2 -0.4
IWL iShares Russell Top 200 ETF 2.6 15 45 6.3 -1.3
XTR Global X S&P 500 Tail Risk ETF 2.6 60 0 5.7 -1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 15 45 6.3 -1.3
VTHR Vanguard Russell 3000 Index Fund 2.6 10 50 6.1 -1.5
SIZE iShares MSCI USA Size Factor ETF 2.6 15 45 6.8 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.6 0 60 6.4 -1.2
AQGX AI Quality Growth ETF 2.6 97 -37 5.3 -2.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.6 7 53 6.3 -1.2
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -19 5.3 -2.3
ISCV iShares Morningstar Small Cap Value ETF 2.6 6 54 8.8 +1.3
IWB iShares Russell 1000 ETF 2.6 15 45 6.3 -1.2
HKND Humankind US Stock ETF 2.6 11 49 7.8 +0.3
PBUS Invesco PureBeta MSCI USA ETF 2.6 4 56 6.4 -1.2
PBW Invesco WilderHill Clean Energy ETF 2.6 61 -1 -8.1 -15.6
VONE Vanguard Russell 1000 ETF 2.6 8 52 6.4 -1.2
ILCB iShares Morningstar U.S. Equity ETF 2.6 3 57 6.4 -1.2
SCHK Schwab 1000 Index ETF 2.6 5 55 6.4 -1.2
VV Vanguard Large-Cap Index Fund 2.6 4 56 6.3 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 57 6.2 -1.4
SCHB Schwab U.S. Broad Market ETF 2.6 3 57 6.3 -1.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 2.6 25 35 7.9 +0.3
AMER Emles Made in America ETF 2.6 49 11 9.6 +2.0
SCHX Schwab U.S. Large-Cap ETF 2.6 3 57 6.4 -1.2
VOTE Engine No. 1 Transform 500 ETF 2.6 5 55 6.3 -1.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 2.5 35 25 8.9 +1.3
IYY iShares Dow Jones U.S. ETF 2.5 20 40 6.2 -1.4
FPX First Trust US IPO Index Fund 2.5 57 3 2.8 -4.8
VSLU Applied Finance Valuation Large Cap ETF 2.5 49 11 8.0 +0.4
IWR iShares Russell Midcap ETF 2.5 19 41 6.5 -1.0
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 54 1.6 -6.0
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.5 25 35 11.2 +3.6
IXN iShares Global Tech ETF 2.5 43 17 5.9 -1.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.5 30 30 7.4 -0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.5 2 58 6.4 -1.2
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 56 6.6 -1.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.5 25 35 7.8 +0.2
ISCB iShares Morningstar Small-Cap ETF 2.5 4 56 5.5 -2.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.5 4 56 6.7 -0.9
PIO Invesco Global Water ETF 2.5 75 -15 5.1 -2.5
AVDG AVDR US LargeCap ESG ETF 2.5 60 0 6.1 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 2.5 22 38 5.8 -1.7
SSPY Syntax Stratified LargeCap ETF 2.5 30 30 7.0 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 25 10.4 +2.8
SPHQ Invesco S&P 500 Quality ETF 2.5 15 45 7.6 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 27 33 6.6 -1.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.5 15 45 6.3 -1.3
XMLV Invesco S&P MidCap Low Volatility ETF 2.5 25 35 6.9 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 2.5 23 37 8.0 +0.5
IJR iShares Core S&P Small Cap ETF 2.4 6 54 8.2 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 5 55 8.3 +0.7
SLY SPDR S&P 600 Small Cap ETF 2.4 15 45 8.1 +0.6
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 50 8.2 +0.7
XPND First Trust Expanded Technology ETF 2.4 65 -5 6.3 -1.3
VUG Vanguard Growth Index Fund 2.4 4 56 5.3 -2.3
HEET Hartford Schroders ESG US Equity ETF 2.4 39 21 7.2 -0.4
IJH iShares Core S&P Mid-Cap ETF 2.4 5 55 8.2 +0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 10 50 8.2 +0.6
CGUS Capital Group Core Equity ETF 2.4 33 27 6.5 -1.0
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.4 60 0 5.8 -1.7
SPMD SPDR Portfolio Mid Cap ETF 2.4 5 55 8.2 +0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 48 8.4 +0.8
FTHI First Trust High Income ETF 2.4 85 -25 4.3 -3.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.4 49 11 5.7 -1.9
ENTR Entrepreneur 30 Fund 2.4 49 11 5.8 -1.7
VO Vanguard Mid-Cap Index Fund 2.4 4 56 6.2 -1.4
CUT Invesco MSCI Global Timber ETF 2.4 61 -1 9.2 +1.6
RESP WisdomTree US ESG Fund of Benef Interest 2.4 28 32 7.9 +0.3
QQMG Invesco ESG NASDAQ 100 ETF 2.4 20 40 6.3 -1.2
LRGE ClearBridge Large Cap Growth ESG ETF 2.4 59 1 4.5 -3.1
GSFP Goldman Sachs Future Planet Equity ETF 2.4 75 -15 4.1 -3.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.3 19 41 7.3 -0.3
SUBS Fount Subscription Economy ETF 2.3 70 -10 5.2 -2.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 2.3 38 22 10.0 +2.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.3 20 40 9.6 +2.0
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.3 75 -15 3.3 -4.3
XMVM Invesco S&P MidCap Value with Momentum ETF 2.3 39 21 13.4 +5.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.3 6 54 8.0 +0.5
IUSG iShares Core S&P US Growth ETF 2.3 4 56 6.2 -1.4
RNLC Large Cap US Equity Select ETF 2.3 60 0 7.5 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 40 6.3 -1.2
DFND Siren DIVCON Dividend Defender ETF 2.3 150 -90 6.7 -0.9
CBSE Changebridge Capital Sustainable Equity ETF 2.2 85 -25 0.0 -7.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.2 28 32 7.2 -0.3
VOOG Vanguard S&P 500 Growth ETF 2.2 10 50 6.1 -1.5
RUFF Alpha Dog ETF 2.2 90 -30 5.4 -2.2
IVW iShares S&P 500 Growth ETF 2.2 18 42 6.0 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 2.2 4 56 6.1 -1.4
IWX iShares Russell Top 200 Value ETF 2.2 20 40 7.6 +0.0
PRF Invesco FTSE RAFI US 1000 ETF 2.2 39 21 7.9 +0.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 2.2 12 48 6.8 -0.8
VONV Vanguard Russell 1000 Value Index Fund 2.2 8 52 7.7 +0.1
IWD iShares Russell 1000 Value ETF 2.2 19 41 7.6 0.0
IWS iShares Russell Mid-Cap Value ETF 2.2 23 37 7.5 -0.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 47 6.2 -1.3
DTD WisdomTree U.S.Total Dividend Fund 2.2 28 32 7.5 -0.1
FXZ First Trust Materials AlphaDEX Fund 2.2 67 -7 15.3 +7.7
IETC iShares Evolved U.S. Technology ETF 2.2 18 42 5.7 -1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.2 30 30 7.7 +0.2
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 56 7.1 -0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 2.1 35 25 11.6 +4.1
DSTL Distillate US Fundamental Stability & Value ETF 2.1 39 21 7.7 +0.1
JMIN JPMorgan U.S. Minimum Volatility ETF 2.1 12 48 6.3 -1.3
QYLD Global X NASDAQ 100 Covered Call ETF 2.1 60 0 5.3 -2.3
VXF Vanguard Extended Market Index Fund 2.1 6 54 2.7 -4.9
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 2.1 20 40 5.0 -2.5
QRMI Global X NASDAQ 100 Risk Managed Income ETF 2.1 60 0 5.3 -2.3
NZRO Strategy Shares Halt Climate Change ETF 2.1 95 -35 1.9 -5.6
DGT SPDR Global Dow ETF 2.1 50 10 8.5 +0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.1 15 45 8.7 +1.1
VSL Volshares Large Capital ETF 2.1 65 -5 5.9 -1.7
TMFM Motley Fool Mid-Cap Growth ETF 2.1 85 -25 4.6 -3.0
CLRG IQ Chaikin U.S. Large Cap ETF 2.1 25 35 6.7 -0.9
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 2.0 60 0 5.4 -2.2
NUSI Nationwide Risk-Managed Income ETF 2.0 68 -8 6.0 -1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.0 10 50 6.0 -1.5
ESG FlexShares STOXX US ESG Impact Index Fund 2.0 32 28 6.4 -1.2
YPS Arrow Reverse Cap 500 ETF 2.0 29 31 6.8 -0.8
FYT First Trust Small Cap Value AlphaDEX Fund 2.0 72 -12 13.1 +5.5
QQQM Invesco NASDAQ 100 ETF 2.0 15 45 6.2 -1.4
QQQ Invesco QQQ Trust 2.0 20 40 6.0 -1.5
ILCG iShares Morningstar Growth ETF 2.0 4 56 4.9 -2.7
VFVA Vanguard U.S. Value Factor ETF 2.0 14 46 13.0 +5.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.0 65 -5 7.0 -0.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 2.0 60 0 5.0 -2.5
TMFG Motley Fool Global Opportunities ETF 2.0 85 -25 4.5 -3.1
RNRG Global X Renewable Energy Producers ETF 2.0 65 -5 2.8 -4.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 2.0 35 25 8.7 +1.1
QTR Global X NASDAQ 100 Tail Risk ETF 2.0 60 0 5.2 -2.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.0 35 25 9.8 +2.2
EFIV SPDR S&P 500 ESG ETF 2.0 10 50 6.6 -1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.0 9 51 6.6 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.9 80 -20 6.9 -0.7
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 50 6.6 -0.9
LSAT Leadershares Alphafactor Tactical Focused ETF 1.9 99 -39 11.7 +4.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 45 8.9 +1.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.9 38 22 9.3 +1.8
EZM WisdomTree U.S. MidCap Earnings Fund 1.9 38 22 11.0 +3.4
BOAT SonicShares Global Shipping ETF 1.9 69 -9 18.6 +11.0
SFY SoFi Select 500 ETF 1.9 0 60 6.4 -1.2
EQWL Invesco Russell Top 200 Equal Weight ETF 1.9 25 35 7.6 +0.0
VBK Vanguard Small-Cap Growth Index Fund 1.9 7 53 2.6 -4.9
CACG ClearBridge All Cap Growth ETF 1.9 53 7 4.6 -3.0
TOK iShares MSCI Kokusai ETF 1.9 25 35 6.5 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 51 6.6 -0.9
XLG Invesco S&P 500 Top 50 ETF 1.8 20 40 5.8 -1.7
PRNT The 3D Printing ETF 1.8 66 -6 -11.3 -18.9
DIV Global X SuperDividend US ETF 1.8 45 15 6.4 -1.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 40 6.9 -0.7
ONEY SPDR Russell 1000 Yield Focus ETF 1.8 20 40 9.4 +1.8
TTAC TrimTabs US Free Cash Flow Quality ETF 1.8 59 1 7.3 -0.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.8 25 35 6.6 -1.0
URTH iShares MSCI World ETF 1.7 24 36 6.5 -1.1
PPA Invesco Aerospace & Defense ETF 1.7 61 -1 5.3 -2.2
EPS WisdomTree U.S. Earnings 500 Fund 1.7 8 52 8.0 +0.4
VLU SPDR S&P 1500 Value Tilt ETF 1.7 12 48 8.6 +1.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.7 68 -8 4.7 -2.9
RWL Invesco S&P 500 Revenue ETF 1.7 39 21 7.5 -0.1
IJS iShares S&P Small-cap 600 Value ETF 1.7 18 42 8.2 +0.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.7 15 45 8.3 +0.7
RNSC Small Cap US Equity Select ETF 1.7 60 0 9.3 +1.8
PY Principal Shareholder Yield Index ETF 1.7 15 45 11.5 +4.0
SOLR SmartETFs Sustainable Energy II Fund 1.7 79 -19 4.3 -3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.7 15 45 8.2 +0.7
MGK Vanguard Mega Cap Growth ETF 1.7 7 53 5.5 -2.0
RAFE PIMCO RAFI ESG U.S. ETF 1.7 30 30 8.8 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 70 -10 11.1 +3.5
BOUT Innovator IBD Breakout Opportunities ETF 1.6 84 -24 8.0 +0.4
QTUM Defiance Quantum ETF 1.6 40 20 7.1 -0.5
FMAT Fidelity MSCI Materials Index ETF 1.6 8 52 8.3 +0.7
MMLG First Trust Multi-Manager Large Growth ETF 1.6 85 -25 2.9 -4.7
VAW Vanguard Materials Index Fund 1.6 10 50 8.1 +0.6
SQEW LeaderShares Equity Skew ETF 1.6 75 -15 6.8 -0.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.6 45 15 2.3 -5.2
VOE Vanguard Mid-Cap Value Index Fund 1.6 7 53 7.7 +0.2
USMF WisdomTree U.S. Multifactor Fund 1.6 28 32 9.3 +1.7
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 1.6 35 25 7.5 -0.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.6 60 0 2.9 -4.7
FLV American Century Focused Large Cap Value ETF 1.6 42 18 7.4 -0.2
LRGF iShares Edge MSCI Multifactor USA ETF 1.6 20 40 9.0 +1.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.6 40 20 7.9 +0.3
ISMD Inspire Small/Mid Cap Impact ETF 1.6 57 3 6.7 -0.8
RYLD Global X Russell 2000 Covered Call ETF 1.5 60 0 1.1 -6.5
IWC iShares Micro-Cap ETF 1.5 60 0 -13.7 -21.3
LVHD Legg Mason Low Volatility High Dividend ETF 1.5 27 33 7.8 +0.3
ACWI iShares MSCI ACWI ETF 1.5 32 28 6.7 -0.9
CGW Invesco S&P Global Water Index ETF 1.5 57 3 4.9 -2.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.5 55 5 4.8 -2.8
SXUS Janus Henderson International Sustainable Equity ETF 1.5 60 0 4.4 -3.1
VT Vanguard Total World Stock ETF 1.5 8 52 6.8 -0.8
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 11 6.4 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 10 8.7 +1.1
OEF iShares S&P 100 ETF 1.5 20 40 6.2 -1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 48 6.3 -1.3
USVT US Value ETF 1.5 49 11 12.5 +5.0
SHE SPDR SSGA Gender Diversity Index ETF 1.5 20 40 6.2 -1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 52 8 5.9 -1.7
HOMZ Hoya Capital Housing ETF 1.5 30 30 10.5 +2.9
VCLN Virtus Duff & Phelps Clean Energy ETF 1.5 59 1 0.0 -7.6
SMMD iShares Russell 2500 ETF 1.5 15 45 7.0 -0.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.5 42 18 6.5 -1.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.5 40 20 7.9 +0.3
QLC FlexShares US Quality Large Cap Index Fund 1.5 32 28 7.2 -0.4
AFLG First Trust Active Factor Large Cap ETF 1.5 55 5 7.9 +0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 40 6.7 -0.9
ESGS Columbia Sustainable U.S. Equity Income ETF 1.4 35 25 9.7 +2.2
GLIF AGFiQ Global Infrastructure ETF 1.4 45 15 4.8 -2.8
RYJ Invesco Raymond James SB-1 Equity ETF 1.4 75 -15 3.4 -4.1
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 22 9.2 +1.7
FITE SPDR Kensho Future Security ETF 1.4 45 15 3.7 -3.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 42 8.9 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 15 45 8.9 +1.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.4 15 45 8.9 +1.4
TMFC Motley Fool 100 Index ETF 1.4 50 10 5.0 -2.6
SSLY Syntax Stratified SmallCap ETF 1.4 40 20 7.7 +0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 8 8.8 +1.2
VYM Vanguard High Dividend Yield Index ETF 1.4 6 54 8.2 +0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -5 11.2 +3.6
THNQ ROBO Global Artificial Intelligence ETF 1.3 68 -8 3.5 -4.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.3 21 39 4.3 -3.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 50 5.9 -1.7
ROBO Robo Global Robotics & Automation Index ETF 1.3 95 -35 3.8 -3.7
OALC OneAscent Large Cap Core ETF 1.3 76 -16 6.6 -1.0
KLDW Gavekal Knowledge Leaders Developed World ETF 1.3 75 -15 5.7 -1.9
XDAT Franklin Exponential Data ETF 1.3 50 10 3.2 -4.3
JZRO Janus Henderson Net Zero Transition Resources ETF 1.2 60 0 7.6 +0.0
CTEC Global X CleanTech ETF 1.2 50 10 1.4 -6.2
ITAN Sparkline Intangible Value ETF 1.2 50 10 7.7 +0.2
FFTY Innovator IBD 50 ETF 1.2 80 -20 12.5 +4.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 0 13.1 +5.5
SEA U.S. Global Sea to Sky Cargo ETF 1.2 60 0 24.5 +17.0
ACWF iShares MSCI Global Multifactor ETF 1.2 35 25 10.2 +2.7
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.1 127 -67 5.5 -2.1
CGDV Capital Group Dividend Value ETF 1.1 33 27 6.7 -0.9
KBWD Invesco KBW High Dividend Yield Financial ETF 1.1 124 -64 12.9 +5.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 21 4.7 -2.9
RNDV US Equity Dividend Select ETF 1.1 50 10 9.0 +1.4
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 48 9.6 +2.1
CTRU ARK Transparency ETF 1.1 55 5 3.0 -4.6
XSW SPDR S&P Software & Services ETF 1.1 35 25 3.9 -3.6
IUSA Amberwave Invest USA JSG Fund 1.1 67 -7 6.8 -0.8
EQRR ProShares Equities for Rising Rates ETF 1.1 35 25 8.1 +0.5
BUL Pacer US Cash Cows Growth ETF 1.1 60 0 9.7 +2.1
EQOP Natixis U.S. Equity Opportunities ETF 1.0 90 -30 6.8 -0.8
LGBT LGBTQ + ESG100 ETF 1.0 75 -15 0.0 -7.6
FDRR Fidelity Dividend ETF for Rising Rates 1.0 29 31 8.3 +0.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.0 49 11 6.9 -0.7
JAVA JPMorgan Active Value ETF 1.0 44 16 7.1 -0.4
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 45 5.9 -1.7
IGN iShares North American Tech-Multimedia Networking ETF 1.0 43 17 7.4 -0.1
XTL SPDR S&P Telecom ETF 1.0 35 25 5.9 -1.6
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.0 34 26 5.7 -1.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 13 0.2 -7.4
PEXL Pacer US Export Leaders ETF 1.0 60 0 7.0 -0.6
GRES IQ Global Resources ETF 1.0 30 30 8.3 +0.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.0 12 48 7.1 -0.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.9 18 42 5.5 -2.1
BNE Blue Horizon BNE ETF 0.9 87 -27 2.2 -5.4
SLT Pacer Salt High truBeta US Market ETF 0.9 60 0 0.0 -7.6
FTQI First Trust Nasdaq BuyWrite Income ETF 0.9 85 -25 4.1 -3.5
HLAL Wahed FTSE USA Shariah ETF 0.9 50 10 5.9 -1.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.9 88 -28 6.1 -1.5
STLV iShares Factors US Value Style ETF 0.9 25 35 9.7 +2.1
SMDY Syntax Stratified MidCap ETF 0.9 35 25 7.3 -0.3
COWZ Pacer US Cash Cows 100 ETF 0.9 49 11 12.7 +5.2
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 60 0 10.8 +3.2
OCEN IQ Clean Oceans ETF 0.8 45 15 7.1 -0.4
WKLY SoFi Weekly Dividend ETF 0.8 49 11 8.3 +0.7
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.8 61 -1 7.7 +0.1
PKW Invesco Buyback Achievers ETF 0.8 64 -4 10.0 +2.5
QGRO American Century STOXX U.S. Quality Growth ETF 0.8 29 31 8.5 +0.9
IGE iShares North American Natural Resources ETF 0.8 43 17 5.8 -1.7
SPHB Invesco S&P 500 High Beta ETF 0.8 25 35 4.7 -2.9
IECS iShares Evolved U.S. Consumer Staples ETF 0.8 18 42 5.7 -1.9
IQM Franklin Intelligent Machines ETF 0.8 50 10 4.0 -3.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.8 56 4 6.8 -0.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.8 69 -9 6.9 -0.7
NVQ QRAFT AI-Enhanced US Next Value ETF 0.8 75 -15 12.1 +4.5
KOMP SPDR Kensho New Economies Composite ETF 0.7 20 40 1.3 -6.3
KSCD KFA Small Cap Quality Dividend Index ETF 0.7 51 9 6.7 -0.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.7 41 19 6.7 -0.8
FDM First Trust Dow Jones Select Microcap Index Fund 0.7 60 0 8.6 +1.0
IEFN iShares Evolved U.S. Financials ETF 0.7 18 42 9.7 +2.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 46 8.0 +0.4
CGGR Capital Group Growth ETF 0.6 39 21 5.1 -2.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 21 9.6 +2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.6 15 45 14.6 +7.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.6 35 25 8.3 +0.7
HAIL SPDR S&P Kensho Smart Mobility ETF 0.6 45 15 3.5 -4.0
AIEQ AI Powered Equity ETF 0.6 80 -20 6.5 -1.1
PBD Invesco Global Clean Energy ETF 0.6 75 -15 -0.4 -8.0
ERSX ERShares NextGen Entrepreneurs ETF 0.6 75 -15 6.4 -1.2
WBIY WBI Power Factor High Dividend ETF 0.6 70 -10 11.8 +4.3
BUZZ VanEck Social Sentiment ETF 0.6 75 -15 -1.8 -9.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.5 60 0 -1.0 -8.6
VALQ American Century STOXX U.S. Quality Value ETF 0.5 29 31 10.1 +2.5
STLG iShares Factors US Growth Style ETF 0.5 25 35 8.7 +1.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.5 45 15 3.3 -4.3
MVPS Amplify Thematic All-Stars ETF 0.5 49 11 2.3 -5.2
AESR Anfield U.S. Equity Sector Rotation ETF 0.5 146 -86 5.0 -2.5
XT iShares Exponential Technologies ETF 0.5 46 14 4.5 -3.0
GBLO Global Beta Low Beta ETF 0.5 29 31 8.0 +0.4
FIVG Defiance Next Gen Connectivity ETF 0.5 30 30 7.0 -0.5
ERTH Invesco MSCI Sustainable Future ETF 0.4 55 5 4.1 -3.4
HLGE Hartford Longevity Economy ETF 0.4 44 16 8.8 +1.2
TECB iShares US Tech Breakthrough Multisector ETF 0.4 40 20 6.0 -1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 23 7.3 -0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -5 3.4 -4.2
WRND IQ Global Equity R&D Leaders ETF 0.3 18 42 8.2 +0.6
VLUE iShares MSCI USA Value Factor ETF 0.3 15 45 12.8 +5.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 56 5.0 -2.6
CVY Invesco Zacks Multi-Asset Income ETF 0.3 100 -40 10.7 +3.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 14 8.5 +0.9
FBCG Fidelity Blue Chip Growth ETF 0.3 59 1 2.9 -4.7
JDIV JPMorgan U.S. Dividend ETF 0.2 12 48 8.6 +1.0
FDVV Fidelity Core Dividend ETF 0.2 29 31 7.9 +0.4
ICAP InfraCap Equity Income Fund ETF 0.2 80 -20 9.4 +1.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 10 8.2 +0.7
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.1 75 -15 7.6 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 15 9.3 +1.7
TMFX Motley Fool Next Index ETF 0.1 50 10 4.0 -3.6
FILL iShares MSCI Global Energy Producers ETF 0.1 39 21 7.9 +0.4
NUMV Nuveen ESG Mid-Cap Value ETF 0.0 30 30 8.6 +1.0
VDE Vanguard Energy Index Fund 0.0 10 50 5.7 -1.9
FENY Fidelity MSCI Energy Index ETF 0.0 8 52 5.7 -1.9

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Invesco DWA Industrials Momentum 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 20.1 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.44 CATEGORY
AVERAGE
1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.