Invesco Dorsey Wright Industrials Momentum ETF
ALTAR
Score™		 3.2% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 28.9x P/Sales
ratio		 2.3x
P/BV
ratio		 5.1x Div.
yield		 0.4%


  • 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
Website www.invesco.com
Inception date Oct 12, 2006
Assets (mns) $399
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 40
Wgt avg mkt cap (mns) $35,672
Large cap (>$10bn) 59.4%
Mid cap ($2-10bn) 29.0%
Small cap (<$2bn) 11.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ROCKET LAB CORP 4.7 %
COMFORT SYSTEMS USA INC 4.2 %
KRATOS DEFENSE & SECURITY 4.2 %
TRANE TECHNOLOGIES PLC 3.6 %
QUANTA SERVICES INC 3.3 %
EMCOR GROUP INC 3.3 %
BLOOM ENERGY CORPORATION CLASS A 3.3 %
HEICO CORP 3.2 %
UNITED RENTALS INC 3.2 %
PARKER HANNIFIN CORP 3.1 %
Total 36.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.0 %
IRELAND 3.6 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.5% 13.2% 18.3% 15.8% 11.3%

Market Correlations
versus... Beta R-squared
S&P500 1.34 66%
MSCI EAFE 0.75 26%
MSCI Emg. Mkts. 0.36 7%

Technical Indicators
Recent close $182.03
30d moving avg. $174.00
Annualized volatility 22.0%
Short interest (ETF) 0.2%
Short interest (Underlying) 5.1%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.4%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $4,302

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the Invesco Dorsey Wright 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™: 3.2%


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
(%)
AIRR First Trust RBA American Industrial Renaissance ETF 25.1 70 -10 4.6 +1.4
PAVE Global X U.S. Infrastructure Development ETF 22.2 47 13 5.1 +1.9
XAR SPDR S&P Aerospace & Defense ETF 21.2 35 25 1.8 -1.4
PDP Invesco Dorsey Wright Momentum ETF 20.9 62 -2 3.7 +0.4
PKB Invesco Building & Construction ETF 20.0 62 -2 4.2 +1.0
PPA Invesco Aerospace & Defense ETF 18.4 58 2 2.3 -0.9
FIDU Fidelity MSCI Industrial Index ETF 17.8 8 52 4.4 +1.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 16.9 39 21 3.3 +0.1
VIS Vanguard Industrials ETF 16.7 9 51 4.5 +1.3
XLI Industrial Select Sector SPDR Fund 16.5 8 52 4.4 +1.2
HWAY Themes US Infrastructure ETF 16.4 29 31 6.0 +2.8
MISL First Trust Indxx Aerospace & Defense ETF 14.8 60 0 1.9 -1.3
ITA iShares U.S. Aerospace & Defense ETF 14.5 40 20 1.8 -1.4
IYJ iShares U.S. Industrials ETF 13.6 40 20 4.6 +1.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 13.0 40 20 5.2 +2.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 12.5 60 0 1.9 -1.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 12.5 61 -1 6.5 +3.3
RPG Invesco S&P 500 Pure Growth ETF 12.3 35 25 3.2 +0.0
MADE iShares U.S. Manufacturing ETF 11.6 40 20 4.9 +1.7
CBSE Clough Select Equity ETF 11.5 85 -25 0.8 -2.4
EXI iShares Global Industrials ETF 11.2 42 18 4.4 +1.2
NATO Themes Transatlantic Defense ETF 10.7 35 25 2.3 -0.9
XMMO Invesco S&P MidCap Momentum ETF 10.7 34 26 5.4 +2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.5 15 45 4.0 +0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 10.5 65 -5 4.8 +1.6
IQM Franklin Intelligent Machines ETF 10.5 50 10 1.8 -1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 10.1 59 1 2.7 -0.5
BOUT Innovator IBD Breakout Opportunities ETF 10.1 81 -21 2.7 -0.5
RNSC Furst Trust Small Cap US Equity Select ETF 10.0 60 0 6.1 +2.9
GRNY Fundstrat Granny Shots US Large Cap ETF 9.9 75 -15 2.4 -0.8
FMKT The Free Markets ETF 9.7 76 -16 1.5 -1.8
YOKE Yoke Core ETF 9.6 42 18 4.4 +1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 9.4 95 -35 0.4 -2.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 9.2 75 -15 2.7 -0.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 9.2 55 5 4.7 +1.5
PBW Invesco WilderHill Clean Energy ETF 8.9 66 -6 -3.0 -6.2
CSMD Congress SMid Growth ETF 8.7 69 -9 3.8 +0.6
MDCP VictoryShares THB Mid Cap ESG ETF 8.7 55 5 5.7 +2.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.7 60 0 9.1 +5.9
IFRA iShares U.S. Infrastructure ETF 8.6 30 30 6.3 +3.1
ZAP Global X U.S. Electrification ETF 8.6 50 10 3.7 +0.5
FITE SPDR S&P Kensho Future Security ETF 8.5 45 15 1.4 -1.8
JOET Virtus Terranova US Quality Momentum ETF 8.4 29 31 4.7 +1.4
IWP iShares Russell Mid-Cap Growth ETF 8.4 23 37 3.5 +0.3
POWA Invesco Bloomberg Pricing Power ETF 8.4 40 20 5.3 +2.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.3 64 -4 2.1 -1.1
BIBL Inspire 100 ETF 8.2 35 25 4.9 +1.7
AFSM First Trust Active Factor Small Cap ETF 8.1 75 -15 7.6 +4.4
RW Rainwater Equity ETF 8.1 125 -65 3.1 -0.2
QGRO American Century U.S. Quality Growth ETF 8.1 29 31 3.5 +0.3
RSHO Tema American Reshoring ETF 8.0 75 -15 4.3 +1.1
VFMO Vanguard U.S. Momentum Factor ETF 7.9 13 47 2.8 -0.4
FMTM MarketDesk Focused U.S. Momentum ETF 7.9 45 15 3.5 +0.3
CNRG SPDR S&P Kensho Clean Power ETF 7.8 45 15 0.7 -2.5
ROKT SPDR S&P Kensho Final Frontiers ETF 7.8 45 15 1.8 -1.4
GK AdvisorShares Gerber Kawasaki ETF 7.8 75 -15 2.4 -0.8
FYC First Trust Small Cap Growth AlphaDEX Fund 7.6 71 -11 0.4 -2.9
FDLS Inspire Fidelis Multi Factor ETF 7.6 76 -16 5.0 +1.8
SPHQ Invesco S&P 500 Quality ETF 7.5 15 45 5.4 +2.2
XSMO Invesco S&P SmallCap Momentum ETF 7.4 39 21 5.6 +2.4
TAX Cambria Tax Aware ETF 7.4 49 11 4.9 +1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 7.2 30 30 6.6 +3.4
LIVR Intelligent Livermore ETF 7.0 69 -9 5.1 +1.9
PWB Invesco Large Cap Growth ETF 6.9 56 4 3.0 -0.2
TEMP JPMorgan Climate Change Solutions ETF 6.9 49 11 5.8 +2.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.9 52 8 6.4 +3.1
FDMO Fidelity Momentum Factor ETF 6.8 15 45 3.5 +0.3
PRAY FIS Christian Stock Fund 6.8 69 -9 5.2 +1.9
SPGP Invesco S&P 500 GARP ETF 6.8 34 26 6.5 +3.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.7 60 0 7.0 +3.8
BELT iShares Long-Term U.S. Equity Active ETF 6.7 75 -15 2.9 -0.3
VOLT Tema Electrification ETF 6.7 75 -15 2.5 -0.7
NUKZ Range Nuclear Renaissance Index ETF 6.6 85 -25 1.7 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 6.6 12 48 4.4 +1.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.5 40 20 5.4 +2.2
AFMC First Trust Active Factor Mid Cap ETF 6.5 65 -5 8.4 +5.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.5 35 25 5.2 +2.0
ROE Astoria US Quality Kings ETF 6.4 49 11 6.4 +3.2
NUMG Nuveen ESG Mid-Cap Growth ETF 6.4 31 29 2.6 -0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 6.4 6 54 4.0 +0.8
GSFP Goldman Sachs Future Planet Equity ETF 6.4 75 -15 4.9 +1.7
NETZ TCW Transform Systems ETF 6.2 75 -15 2.3 -0.9
CTEC Global X CleanTech ETF 6.2 50 10 -0.2 -3.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.1 60 0 5.0 +1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.1 30 30 4.2 +1.0
VTWG Vanguard Russell 2000 Growth ETF 6.0 10 50 1.4 -1.9
IWO iShares Russell 2000 Growth ETF 5.9 24 36 1.2 -2.0
BDIV AAM Brentview Dividend Growth ETF 5.8 49 11 4.4 +1.2
SNPG Xtrackers S&P 500 Growth ESG ETF 5.7 15 45 4.4 +1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.7 70 -10 2.7 -0.5
TXS Texas Capital Texas Equity Index ETF 5.7 49 11 5.5 +2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 5.6 17 43 5.9 +2.6
RUNN Running Oak Efficient Growth ETF 5.6 58 2 5.0 +1.8
GLRY Inspire Faithward Mid Cap Momentum ETF 5.6 80 -20 5.7 +2.5
VOT Vanguard Mid-Cap Growth ETF 5.5 7 53 3.6 +0.4
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -5 2.6 -0.7
HGRO Hedgeye Quality Growth ETF 5.4 70 -10 3.3 +0.1
FMDE Fidelity Enhanced Mid Cap ETF 5.4 23 37 5.8 +2.6
FTXR First Trust Nasdaq Transportation ETF 5.4 60 0 8.6 +5.4
NULG Nuveen ESG Large-Cap Growth ETF 5.4 26 34 3.3 +0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.4 10 50 6.0 +2.8
SRHQ SRH U.S. Quality ETF 5.3 35 25 7.6 +4.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.3 15 45 5.9 +2.7
PSCI Invesco S&P SmallCap Industrials ETF 5.3 29 31 5.0 +1.8
ARKX ARK Space Exploration & Innovation ETF 5.3 75 -15 -0.4 -3.6
OSCV Opus Small Cap Value ETF 5.3 79 -19 6.6 +3.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.2 65 -5 3.4 +0.2
LEAD Siren DIVCON Leaders Dividend ETF 5.2 43 17 4.2 +1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.2 25 35 7.8 +4.6
WTV WisdomTree US Value Fund of Benef Interest 5.2 12 48 8.9 +5.6
ARKQ ARK Autonomous Technology & Robotics ETF 5.2 75 -15 0.3 -2.9
MTUM iShares MSCI USA Momentum Factor ETF 5.2 15 45 3.4 +0.2
DARP Grizzle Growth ETF 5.1 75 -15 2.6 -0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.0 75 -15 7.3 +4.1
GOP Unusual Whales Subversive Republican Trading ETF 5.0 50 10 5.3 +2.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.0 52 8 5.6 +2.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.0 58 2 5.5 +2.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 5.0 58 2 -2.0 -5.2
LST Leuthold Select Industries ETF 5.0 91 -31 4.9 +1.7
SPMO Invesco S&P 500 Momentum ETF 4.9 13 47 3.5 +0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 4.9 20 40 2.3 -0.9
AZTD Aztlan Global Stock Selection DM SMID ETF 4.9 75 -15 7.6 +4.4
SAMM Strategas Macro Momentum ETF 4.9 66 -6 2.2 -1.0
MAGA Point Bridge America First ETF 4.9 72 -12 5.8 +2.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.8 79 -19 4.5 +1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 4.8 39 21 5.7 +2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 4.8 15 45 5.8 +2.5
FEX First Trust Large Cap Core AlphaDEX Fund 4.8 59 1 5.8 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 4.8 31 29 6.9 +3.7
CAML Congress Large Cap Growth ETF 4.8 66 -6 3.4 +0.2
TMFX Motley Fool Next Index ETF 4.7 50 10 2.6 -0.6
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -8 4.3 +1.1
HAIL SPDR S&P Kensho Smart Mobility ETF 4.7 45 15 0.3 -2.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.7 15 45 5.2 +2.0
FTWO Strive FAANG 2.0 ETF 4.7 49 11 4.1 +0.9
FRNW Fidelity Clean Energy ETF 4.7 39 21 2.8 -0.5
CLNR IQ Cleaner Transport ETF 4.7 45 15 6.7 +3.5
LCLG Logan Capital Broad Innovative Growth ETF 4.6 99 -39 3.8 +0.5
VAMO Cambria Value & Momentum ETF 4.6 61 -1 5.7 +2.5
FBOT Fidelity Disruptive Automation ETF 4.6 50 10 3.5 +0.3
EQIN Columbia US Equity Income ETF 4.6 35 25 6.8 +3.6
ABFL Abacus FCF Leaders ETF 4.6 59 1 5.3 +2.1
JHMM John Hancock Multifactor Mid Cap ETF 4.5 42 18 6.3 +3.1
ACES ALPS Clean Energy ETF 4.5 55 5 -3.0 -6.2
VBK Vanguard Small-Cap Growth ETF 4.5 7 53 1.9 -1.3
BRIF FIS Bright Portfolios Focused Equity ETF 4.5 65 -5 4.7 +1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.4 60 0 7.6 +4.4
ONEO SPDR Russell 1000 Momentum Focus ETF 4.4 20 40 7.0 +3.8
HYDR Global X Hydrogen ETF 4.4 50 10 -2.7 -6.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.3 35 25 7.8 +4.6
VUSE Vident U.S. Equity Strategy ETF 4.3 50 10 4.5 +1.3
SMAP Amplify Small-Mid Cap Equity ETF 4.3 60 0 5.5 +2.3
XMHQ Invesco S&P MidCap Quality ETF 4.2 25 35 6.6 +3.4
TPSC Timothy Plan US Small Cap Core ETF 4.2 52 8 6.9 +3.7
CGGR Capital Group Growth ETF 4.2 39 21 3.0 -0.2
SPHB Invesco S&P 500 High Beta ETF 4.2 25 35 4.3 +1.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4.1 9 51 4.0 +0.8
ALTL Pacer Lunt Large Cap Alternator ETF 4.1 60 0 3.9 +0.7
BKWO BNY Mellon Women's Opportunities ETF 4.1 50 10 3.7 +0.5
SFYX SoFi Next 500 ETF 4.1 0 60 5.7 +2.5
DEUS Xtrackers Russell US Multifactor ETF 4.1 17 43 7.1 +3.9
JPEF JPMorgan Equity Focus ETF 4.0 50 10 4.2 +1.0
FFTY Innovator IBD 50 ETF 4.0 80 -20 -2.2 -5.5
GGRW Gabelli Growth Innovators ETF 4.0 90 -30 2.3 -0.9
VFMF Vanguard U.S. Multifactor ETF 4.0 18 42 7.9 +4.6
MGV Vanguard Mega Cap Value ETF 4.0 7 53 6.5 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 4.0 6 54 2.8 -0.4
TIME Clockwise Core Equity & Innovation ETF 4.0 95 -35 2.8 -0.4
PSC Principal U.S. Small-Cap ETF 4.0 38 22 6.7 +3.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 3.9 45 15 4.0 +0.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.9 15 45 7.9 +4.7
PTL Inspire 500 ETF 3.9 9 51 5.1 +1.9
NUSC Nuveen ESG Small-Cap ETF 3.8 31 29 5.2 +1.9
AVLV Avantis U.S. Large Cap Value ETF 3.8 15 45 7.7 +4.5
CGGO Capital Group Global Growth Equity ETF 3.8 47 13 4.4 +1.2
BFOR ALPS Barron's 400 ETF 3.8 65 -5 6.0 +2.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.8 39 21 -0.9 -4.1
IWR iShares Russell Midcap ETF 3.8 19 41 5.8 +2.6
REVS Columbia Research Enhanced Value ETF 3.8 19 41 7.4 +4.2
FESM Fidelity Enhanced Small Cap ETF 3.8 28 32 6.9 +3.7
DUHP Dimensional US High Profitability ETF 3.7 21 39 6.3 +3.1
THRO iShares U.S. Thematic Rotation Active ETF 3.7 90 -30 3.9 +0.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.7 58 2 4.3 +1.1
IMCB iShares Morningstar Mid-Cap ETF 3.7 4 56 6.0 +2.8
FSMD Fidelity Small-Mid Multifactor ETF 3.7 15 45 7.1 +3.9
FYX First Trust Small Cap Core AlphaDEX Fund 3.7 61 -1 5.8 +2.6
NULC Nuveen ESG Large-Cap ETF 3.7 21 39 4.6 +1.4
CCSO Carbon Collective Climate Solutions US Equity ETF 3.6 35 25 1.0 -2.3
AVMV Avantis U.S. Mid Cap Value ETF 3.6 20 40 8.8 +5.6
VO Vanguard Mid-Cap ETF 3.6 4 56 5.7 +2.5
RSSL Global X Russell 2000 ETF 3.6 8 52 4.2 +1.0
VTWO Vanguard Russell 2000 ETF 3.6 7 53 4.1 +0.9
IWM iShares Russell 2000 ETF 3.6 19 41 4.1 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.6 80 -20 6.8 +3.6
HAPS Harbor Human Capital Factor US Small Cap ETF 3.6 60 0 3.8 +0.6
STXD Strive 1000 Dividend Growth ETF 3.6 35 25 4.7 +1.5
XHB SPDR S&P Homebuilders ETF 3.6 35 25 11.3 +8.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.5 17 43 5.6 +2.3
JEPI JPMorgan Equity Premium Income ETF 3.5 35 25 5.7 +2.5
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 25 5.9 +2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.5 40 20 5.9 +2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 48 6.4 +3.2
MDY SPDR S&P Midcap 400 ETF Trust 3.4 24 36 7.2 +3.9
IJH iShares Core S&P Mid-Cap ETF 3.4 5 55 7.3 +4.1
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 42 6.6 +3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.4 39 21 5.2 +2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.4 35 25 4.0 +0.8
PRNT 3D Printing ETF 3.4 66 -6 1.2 -2.0
TRFM AAM Transformers ETF 3.4 49 11 1.2 -2.0
PSET Principal Quality ETF 3.4 15 45 5.3 +2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.4 7 53 6.0 +2.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.4 60 0 6.8 +3.6
DFVX Dimensional US Large Cap Vector ETF 3.4 22 38 6.2 +3.0
FFND Future Fund Active ETF 3.4 100 -40 4.2 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.3 14 46 4.7 +1.5
RFFC ALPS Active Equity Opportunity ETF 3.3 48 12 4.2 +1.0
VB Vanguard Small-Cap ETF 3.3 5 55 6.1 +2.9
JSML Janus Henderson Small Cap Growth Alpha ETF 3.3 30 30 7.6 +4.4
QLC FlexShares US Quality Large Cap Index Fund 3.3 25 35 5.1 +1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 3.3 12 48 7.1 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 3.3 7 53 7.4 +4.2
MOTO SmartETFs Smart Transportation & Technology ETF 3.3 68 -8 6.9 +3.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.3 3 57 7.4 +4.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.3 10 50 4.8 +1.6
AVUV Avantis U.S. Small Cap Value ETF 3.3 25 35 9.8 +6.6
HAPI Harbor Human Capital Factor US Large Cap ETF 3.3 36 24 4.7 +1.5
BUL Pacer US Cash Cows Growth ETF 3.3 60 0 6.7 +3.5
VCLN Virtus Duff & Phelps Clean Energy ETF 3.3 59 1 4.2 +1.0
SMOG VanEck Low Carbon Energy ETF 3.3 61 -1 1.6 -1.7
IBAT iShares Energy Storage & Materials ETF 3.3 47 13 3.0 -0.2
ICLN iShares Global Clean Energy ETF 3.3 41 19 4.5 +1.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.3 45 15 4.7 +1.5
BATT Amplify Lithium & Battery Technology ETF 3.3 59 1 2.9 -0.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.3 59 1 4.3 +1.0
GRPM Invesco S&P MidCap 400 GARP ETF 3.2 35 25 7.6 +4.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.2 75 -15 5.0 +1.8
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 22 4.4 +1.2
HAPY Harbor Human Capital Factor Unconstrained ETF 3.2 50 10 5.7 +2.5
GQQQ Astoria US Quality Growth Kings ETF 3.2 35 25 4.4 +1.2
NULV Nuveen ESG Large-Cap Value ETF 3.2 26 34 6.1 +2.9
SUSA iShares MSCI USA ESG Select ETF 3.2 25 35 4.6 +1.4
CWS AdvisorShares Focused Equity ETF 3.2 84 -24 5.2 +2.0
NBDS Neuberger Berman Disrupters ETF 3.2 55 5 0.6 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 -15 5.3 +2.1
ABIG Argent Large Cap ETF 3.2 49 11 5.1 +1.9
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 42 6.9 +3.7
SMCF Themes US Small Cap Cash Flow Champions ETF 3.1 29 31 12.4 +9.2
LRGF iShares U.S. Equity Factor ETF 3.1 8 52 5.2 +2.0
FFOG Franklin Focused Growth ETF 3.1 61 -1 2.3 -0.9
TMFG Motley Fool Global Opportunities ETF 3.1 85 -25 3.9 +0.7
TMFM Motley Fool Mid-Cap Growth ETF 3.1 85 -25 2.8 -0.4
ROSC Hartford Multifactor Small Cap ETF 3.1 34 26 9.3 +6.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 51 6.1 +2.9
IUSG iShares Core S&P U.S. Growth ETF 3.0 4 56 4.0 +0.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 40 5.5 +2.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.0 35 25 7.1 +3.9
VTV Vanguard Value ETF 3.0 4 56 6.8 +3.6
CGUS Capital Group Core Equity ETF 3.0 33 27 4.2 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 3.0 10 50 4.8 +1.6
IJT iShares S&P Small-Cap 600 Growth ETF 3.0 18 42 5.5 +2.2
EMLP First Trust North American Energy Infrastructure Fund 3.0 95 -35 5.3 +2.1
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 25 5.0 +1.8
IWC iShares Micro-Cap ETF 3.0 60 0 -0.8 -4.0
BKSE BNY Mellon US Small Cap Core Equity ETF 3.0 4 56 5.7 +2.5
OPTZ Optimize Strategy Index ETF 3.0 50 10 4.5 +1.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.0 12 48 4.4 +1.2
AVSC Avantis U.S Small Cap Equity ETF 3.0 25 35 5.5 +2.2
KONG Formidable Fortress ETF 3.0 89 -29 6.1 +2.9
LOUP Innovator Deepwater Frontier Tech ETF 3.0 70 -10 1.0 -2.2
NUDV Nuveen ESG Dividend ETF 3.0 26 34 7.6 +4.4
JHML John Hancock Multifactor Large Cap ETF 3.0 29 31 5.2 +2.0
PEXL Pacer US Export Leaders ETF 3.0 60 0 4.3 +1.1
VOOG Vanguard S&P 500 Growth ETF 2.9 7 53 3.9 +0.7
IVW iShares S&P 500 Growth ETF 2.9 18 42 3.8 +0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 2.9 4 56 4.0 +0.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.9 35 25 7.4 +4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.9 15 45 4.7 +1.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.9 60 0 7.2 +4.0
AVUS Avantis U.S. Equity ETF 2.9 15 45 5.6 +2.4
BGRO iShares Large Cap Growth Active ETF 2.9 55 5 3.0 -0.2
SAGP Strategas Global Policy Opportunities ETF 2.9 65 -5 5.4 +2.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.9 10 50 5.6 +2.4
HDUS Hartford Disciplined US Equity ETF 2.9 19 41 5.6 +2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.9 29 31 6.3 +3.1
SLYG SPDR S&P 600 Small Cap Growth ETF 2.9 15 45 5.5 +2.3
SYLD Cambria Shareholder Yield ETF 2.9 59 1 11.9 +8.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.9 30 30 8.5 +5.3
AFLG First Trust Active Factor Large Cap ETF 2.9 55 5 6.2 +2.9
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 42 5.0 +1.8
STXM Strive Mid-Cap ETF 2.8 18 42 6.1 +2.9
SCHG Schwab U.S. Large-Cap Growth ETF 2.8 4 56 3.9 +0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.8 15 45 7.3 +4.1
IWFG IQ Winslow Focused Large Cap Growth ETF 2.8 65 -5 2.9 -0.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.8 20 40 6.4 +3.2
SPXT ProShares S&P 500 Ex-Technology ETF 2.7 9 51 5.5 +2.3
BLCR iShares Large Cap Core Active ETF 2.7 36 24 3.5 +0.3
GURU Global X Guru Index ETF 2.7 75 -15 2.9 -0.4
VXF Vanguard Extended Market ETF 2.7 5 55 4.6 +1.3
VFQY Vanguard U.S. Quality Factor ETF 2.7 13 47 6.3 +3.1
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 50 4.9 +1.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.7 60 0 5.5 +2.3
LYLD Cambria Large Cap Shareholder Yield ETF 2.7 59 1 9.6 +6.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.6 29 31 4.5 +1.3
MBCC Monarch Blue Chips Core ETF 2.6 125 -65 4.2 +1.0
CGDV Capital Group Dividend Value ETF 2.6 33 27 4.5 +1.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.6 56 4 0.3 -3.0
QLTY GMO U.S. Quality ETF 2.6 50 10 4.5 +1.3
TOLL Tema Durable Quality ETF 2.6 75 -15 5.1 +1.9
WAR U.S. Global Tech and Aerospace & Defense ETF 2.6 60 0 3.5 +0.3
GSPY Gotham Enhanced 500 ETF 2.6 50 10 5.1 +1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.6 20 40 4.9 +1.7
SHLD Global X Defense Tech ETF 2.6 50 10 3.0 -0.2
STXG Strive 1000 Growth ETF 2.6 18 42 3.7 +0.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.6 43 17 6.0 +2.8
PSCT Invesco S&P SmallCap Information Technology ETF 2.6 29 31 4.5 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 2.5 58 2 7.4 +4.2
BEEZ Honeytree U.S. Equity ETF 2.5 64 -4 3.8 +0.6
VFLO VictoryShares Free Cash Flow ETF 2.5 39 21 10.3 +7.1
TTAC FCF US Quality ETF 2.5 59 1 6.5 +3.3
ILCG iShares Morningstar Growth ETF 2.5 4 56 3.5 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 42 3.8 +0.5
QDF FlexShares Quality Dividend Index Fund 2.5 37 23 6.0 +2.8
TRFK Pacer Data and Digital Revolution ETF 2.4 60 0 2.6 -0.6
ULVM VictoryShares US Value Momentum ETF 2.4 20 40 7.2 +4.0
VBR Vanguard Small Cap Value ETF 2.4 7 53 9.1 +5.9
SIZE iShares MSCI USA Size Factor ETF 2.4 15 45 6.0 +2.8
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -25 1.9 -1.3
PY Principal Value ETF 2.4 15 45 7.2 +4.0
ESGU iShares ESG Aware MSCI USA ETF 2.4 15 45 4.6 +1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -15 3.9 +0.7
DFSU Dimensional US Sustainability Core 1 ETF 2.4 18 42 5.2 +2.0
DCOR Dimensional US Core Equity 1 ETF 2.4 14 46 5.3 +2.0
EBI Longview Advantage ETF 2.4 35 25 6.4 +3.2
ISCB iShares Morningstar Small-Cap ETF 2.4 4 56 6.1 +2.9
DFAS Dimensional U.S. Small Cap ETF 2.4 26 34 6.4 +3.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.3 17 43 5.4 +2.2
FNDA Schwab Fundamental US Small Co. Index ETF 2.3 25 35 8.3 +5.1
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -19 4.0 +0.8
FDRR Fidelity Dividend ETF for Rising Rates 2.3 15 45 6.8 +3.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 36 8.2 +4.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 31 4.5 +1.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.3 70 -10 4.6 +1.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.3 55 5 4.7 +1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.3 7 53 7.4 +4.1
EDOW First Trust Dow 30 Equal Weight ETF 2.3 50 10 5.3 +2.1
DIA SPDR Dow Jones Industrial Average ETF Trust 2.3 16 44 5.4 +2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.3 9 51 4.7 +1.4
PBD Invesco Global Clean Energy ETF 2.3 75 -15 -0.4 -3.6
DSI iShares MSCI KLD 400 Social ETF 2.3 25 35 4.6 +1.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 45 6.0 +2.8
DXUV Dimensional US Vector Equity ETF 2.3 28 32 6.1 +2.9
RGEF Rockefeller Global Equity ETF 2.3 55 5 4.6 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 1 4.2 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 2.3 18 42 5.0 +1.8
KLMN Invesco MSCI North America Climate ETF 2.3 9 51 4.8 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 42 6.4 +3.2
QUAL iShares MSCI USA Quality Factor ETF 2.3 15 45 5.3 +2.1
TBG TBG Dividend Focus ETF 2.3 59 1 8.1 +4.9
IWS iShares Russell Mid-Cap Value ETF 2.3 23 37 6.7 +3.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.3 52 8 6.2 +2.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 11 3.6 +0.4
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 51 6.1 +2.9
VOE Vanguard Mid-Cap Value ETF 2.2 7 53 7.6 +4.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 2.2 38 22 10.0 +6.8
IWF iShares Russell 1000 Growth ETF 2.2 19 41 4.2 +1.0
VONG Vanguard Russell 1000 Growth ETF 2.2 7 53 4.3 +1.1
EMOT First Trust S&P 500 Economic Moat ETF 2.2 60 0 8.0 +4.8
RSP Invesco S&P 500 Equal Weight ETF 2.2 20 40 6.5 +3.3
NANC Unusual Whales Subversive Democratic Trading ETF 2.2 75 -15 3.5 +0.3
ACVF American Conservative Values ETF 2.2 75 -15 4.3 +1.1
XSHQ Invesco S&P SmallCap Quality ETF 2.2 29 31 7.4 +4.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.2 59 1 6.2 +3.0
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 48 7.9 +4.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 51 4.7 +1.5
DFAU Dimensional US Core Equity Market ETF 2.2 12 48 4.9 +1.7
BLES Inspire Global Hope ETF 2.2 61 -1 6.7 +3.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.2 29 31 8.2 +5.0
EQWL Invesco S&P 100 Equal Weight ETF 2.2 25 35 6.1 +2.9
DGT SPDR Global Dow ETF 2.2 50 10 6.7 +3.5
UFO Procure Space ETF 2.2 75 -15 0.1 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 60 4.7 +1.5
VOTE TCW Transform 500 ETF 2.2 5 55 4.7 +1.5
SMMD iShares Russell 2500 ETF 2.1 15 45 6.0 +2.8
DFUS Dimensional U.S. Equity ETF 2.1 9 51 4.6 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 49 4.7 +1.5
ROUS Hartford Multifactor US Equity ETF 2.1 19 41 6.9 +3.7
RWK Invesco S&P MidCap 400 Revenue ETF 2.1 39 21 9.5 +6.2
SSPY Syntax Stratified LargeCap ETF 2.1 30 30 6.6 +3.4
SCHX Schwab U.S. Large-Cap ETF 2.1 3 57 4.8 +1.6
QUS SPDR MSCI USA StrategicFactors ETF 2.1 15 45 5.6 +2.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.1 65 -5 6.3 +3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 49 5.0 +1.8
MVAL VanEck Morningstar Wide Moat Value ETF 2.1 49 11 6.4 +3.2
EIPI FT Energy Income Partners Enhanced Income ETF 2.1 110 -50 6.4 +3.2
SCHK Schwab 1000 Index ETF 2.1 5 55 4.8 +1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 35 5.5 +2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 57 4.7 +1.5
VTHR Vanguard Russell 3000 ETF 2.0 7 53 4.7 +1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 42 4.4 +1.2
IWV iShares Russell 3000 ETF 2.0 20 40 4.6 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 53 4.6 +1.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 41 5.2 +2.0
VTI Vanguard Total Stock Market ETF 2.0 3 57 4.7 +1.5
SCHB Schwab U.S. Broad Market ETF 2.0 3 57 4.8 +1.6
STRV Strive 500 ETF 2.0 5 55 4.6 +1.4
FTCS First Trust Capital Strength ETF 2.0 55 5 5.9 +2.7
SPMV Invesco S&P 500 Minimum Variance ETF 2.0 10 50 5.3 +2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 57 5.0 +1.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 48 7.3 +4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 51 4.5 +1.3
FCPI Fidelity Stocks for Inflation ETF 2.0 15 45 7.4 +4.2
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 56 6.6 +3.4
IUS Invesco RAFI Strategic US ETF 2.0 19 41 6.7 +3.5
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 57 4.7 +1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 51 5.1 +1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 58 4.7 +1.5
FTDS First Trust Dividend Strength ETF 2.0 70 -10 7.8 +4.6
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.0 60 0 3.5 +0.3
VONE Vanguard Russell 1000 ETF 2.0 7 53 4.8 +1.5
IWB iShares Russell 1000 ETF 2.0 15 45 4.7 +1.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 32 5.4 +2.2
OALC OneAscent Large Cap Core ETF 2.0 86 -26 4.0 +0.8
EIPX FT Energy Income Partners Strategy ETF 2.0 95 -35 7.6 +4.4
IYY iShares Dow Jones U.S. ETF 2.0 20 40 4.6 +1.4
IVV iShares Core S&P 500 ETF 2.0 3 57 4.8 +1.6
SPY SPDR S&P 500 ETF Trust 2.0 9 51 4.7 +1.5
VOO Vanguard S&P 500 ETF 2.0 3 57 4.8 +1.6
SPLG SPDR Portfolio S&P 500 ETF 2.0 2 58 4.8 +1.6
FTGS First Trust Growth Strength ETF 2.0 60 0 5.0 +1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 40 4.5 +1.3
AVSU Avantis Responsible U.S. Equity ETF 1.9 15 45 5.8 +2.6
ETHO Etho Climate Leadership U.S. ETF 1.9 47 13 5.2 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 56 6.1 +2.9
XVV iShares ESG Screened S&P 500 ETF 1.9 8 52 4.6 +1.4
WCEO Hypatia Women CEO ETF 1.9 85 -25 3.8 +0.5
USRD Themes US R&D Champions ETF 1.9 29 31 4.3 +1.1
GDIV Harbor Dividend Growth Leaders ETF 1.9 50 10 5.2 +2.0
PBUS Invesco MSCI USA ETF 1.9 4 56 4.7 +1.5
DVND Touchstone Dividend Select ETF 1.9 67 -7 5.5 +2.3
SHE SPDR MSCI USA Gender Diversity ETF 1.9 20 40 4.9 +1.7
JGRO JPMorgan Active Growth ETF 1.9 44 16 3.3 +0.1
RECS Columbia Research Enhanced Core ETF 1.9 15 45 5.5 +2.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 51 4.6 +1.4
VV Vanguard Large-Cap ETF 1.9 4 56 4.7 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.9 18 42 7.7 +4.5
APUE ActivePassive U.S. Equity ETF 1.9 45 15 4.5 +1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.9 19 41 6.2 +3.0
IJR iShares Core S&P Small Cap ETF 1.8 6 54 7.5 +4.3
INRO iShares U.S. Industry Rotation Active ETF 1.8 42 18 4.1 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.8 15 45 4.6 +1.4
VLUE iShares MSCI USA Value Factor ETF 1.8 15 45 8.8 +5.6
ALIL Argent Focused Small Cap ETF 1.8 74 -14 7.3 +4.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 40 7.7 +4.5
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 50 4.5 +1.3
IWD iShares Russell 1000 Value ETF 1.8 19 41 6.3 +3.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 45 7.8 +4.6
STXK Strive Small-Cap ETF 1.8 18 42 5.8 +2.5
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 10 6.7 +3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.8 24 36 7.6 +4.4
EPS WisdomTree U.S. LargeCap Fund 1.7 8 52 5.5 +2.3
RVRB Reverb ETF 1.7 30 30 4.4 +1.2
PFM Invesco Dividend Achievers ETF 1.7 53 7 5.2 +2.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 53 7.5 +4.3
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 21 8.2 +5.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.7 65 -5 4.7 +1.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 57 7.5 +4.3
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -25 3.8 +0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.7 15 45 7.6 +4.4
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 56 6.6 +3.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 0 4.6 +1.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 20 7.3 +4.1
XTN SPDR S&P Transportation ETF 1.7 35 25 5.0 +1.8
QVAL Alpha Architect US Quantitative Value ETF 1.7 39 21 9.7 +6.4
DIVL Madison Dividend Value ETF 1.7 65 -5 5.9 +2.7
MOAT VanEck Morningstar Wide Moat ETF 1.7 46 14 5.6 +2.3
VIG Vanguard Dividend Appreciation ETF 1.7 5 55 5.5 +2.3
VONV Vanguard Russell 1000 Value ETF 1.6 7 53 6.4 +3.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.6 49 11 4.5 +1.2
IWY iShares Russell Top 200 Growth ETF 1.6 20 40 4.4 +1.2
FPX First Trust US Equity Opportunities ETF 1.6 61 -1 0.9 -2.3
FLDZ RiverNorth Patriot ETF 1.6 75 -15 6.1 +2.9
DFLV Dimensional US Large Cap Value ETF 1.6 22 38 7.7 +4.5
VFVA Vanguard U.S. Value Factor ETF 1.6 13 47 10.9 +7.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.6 28 32 5.9 +2.6
IOO iShares Global 100 ETF 1.6 41 19 4.5 +1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 1.6 37 23 5.9 +2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 22 6.3 +3.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 51 5.0 +1.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.6 47 13 9.0 +5.8
RWL Invesco S&P 500 Revenue ETF 1.6 39 21 6.6 +3.4
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 50 5.5 +2.3
IWX iShares Russell Top 200 Value ETF 1.6 20 40 6.1 +2.9
DGRO iShares Core Dividend Growth ETF 1.6 8 52 6.4 +3.2
XLG Invesco S&P 500 Top 50 ETF 1.6 20 40 3.9 +0.7
DTD WisdomTree U.S. Total Dividend Fund 1.6 28 32 6.2 +3.0
VALQ American Century U.S. Quality Value ETF 1.5 29 31 7.7 +4.5
EES WisdomTree U.S. SmallCap Fund 1.5 38 22 8.8 +5.6
MGC Vanguard Mega Cap ETF 1.5 7 53 4.5 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 30 5.8 +2.6
VLU SPDR S&P 1500 Value Tilt ETF 1.5 12 48 7.3 +4.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.5 18 42 4.5 +1.3
ISMD Inspire Small/Mid Cap ETF 1.5 54 6 5.5 +2.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 35 5.2 +2.0
PWV Invesco Large Cap Value ETF 1.5 55 5 7.0 +3.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.5 39 21 9.8 +6.6
ITAN Sparkline Intangible Value ETF 1.5 50 10 6.3 +3.1
IWL iShares Russell Top 200 ETF 1.5 15 45 4.4 +1.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.5 49 11 11.4 +8.2
CALF Pacer US Small Cap Cash Cows 100 ETF 1.5 59 1 10.7 +7.5
TOK iShares MSCI Kokusai ETF 1.5 26 34 4.9 +1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 12 6.1 +2.9
DES WisdomTree U.S. SmallCap Dividend Fund 1.5 38 22 9.4 +6.2
FNDB Schwab Fundamental US Broad Market Index ETF 1.5 25 35 7.0 +3.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 0 9.6 +6.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.5 20 40 -3.6 -6.8
VYM Vanguard High Dividend Yield Index ETF 1.5 6 54 7.0 +3.8
GVLU Gotham 1000 Value ETF 1.5 50 10 8.9 +5.7
DFUV Dimensional US Marketwide Value ETF 1.5 22 38 7.4 +4.2
HELX Franklin Genomic Advancements ETF 1.5 50 10 -0.3 -3.5
ARKG ARK Genomic Revolution ETF 1.5 75 -15 -1.2 -4.4
FPAG FPA Global Equity ETF 1.5 49 11 5.7 +2.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.4 50 10 7.1 +3.9
FAN First Trust Global Wind Energy ETF 1.4 60 0 4.2 +1.0
PRXV Praxis Impact Large Cap Value ETF 1.4 36 24 6.5 +3.3
ILCV iShares Morningstar Value ETF 1.4 4 56 6.2 +3.0
FQAL Fidelity Quality Factor ETF 1.4 15 45 5.6 +2.4
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 21 6.6 +3.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 25 6.2 +3.0
FDM First Trust Dow Jones Select MicroCap Index Fund 1.4 60 0 7.5 +4.3
FNDX Schwab Fundamental US Large Co. Index ETF 1.4 25 35 7.0 +3.8
URTH iShares MSCI World ETF 1.4 24 36 4.9 +1.7
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 22 9.0 +5.8
MGMT Ballast Small/Mid Cap ETF 1.4 110 -50 8.5 +5.3
PKW Invesco Buyback Achievers ETF 1.4 62 -2 7.1 +3.9
AVUQ Avantis U.S. Quality ETF 1.4 15 45 4.2 +1.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 11 9.4 +6.2
FLRG Fidelity U.S. Multifactor ETF 1.4 15 45 6.9 +3.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 51 5.5 +2.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.4 52 8 7.6 +4.4
MID American Century Mid Cap Growth Impact ETF 1.4 45 15 3.2 -0.0
SFY SoFi Select 500 ETF 1.4 0 60 4.2 +1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.4 60 0 6.2 +3.0
OEF iShares S&P 100 ETF 1.4 20 40 4.3 +1.1
LRND IQ U.S. Large Cap R&D Leaders ETF 1.4 14 46 5.1 +1.9
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 0 6.7 +3.5
BGDV Bahl & Gaynor Dividend ETF 1.3 45 15 4.7 +1.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.3 15 45 6.5 +3.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.3 20 40 4.2 +0.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.3 40 20 5.2 +2.0
CARZ First Trust NASDAQ Global Auto Index Fund 1.3 70 -10 4.1 +0.9
VT Vanguard Total World Stock ETF 1.3 6 54 5.7 +2.4
SCHA Schwab U.S. Small-Cap ETF 1.3 4 56 5.7 +2.5
FXL First Trust Technology AlphaDEX Fund 1.3 61 -1 5.1 +1.9
SGLC SGI U.S. Large Cap Core ETF 1.3 85 -25 3.9 +0.7
EZM WisdomTree U.S. MidCap Fund 1.3 38 22 9.1 +5.9
AIEQ AI Powered Equity ETF 1.3 75 -15 3.6 +0.4
ACWI iShares MSCI ACWI ETF 1.3 32 28 5.3 +2.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 48 4.4 +1.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 55 8.0 +4.8
VUG Vanguard Growth ETF 1.2 4 56 3.9 +0.7
DIVB iShares Core Dividend ETF 1.2 5 55 8.0 +4.8
FDWM Fidelity Women's Leadership ETF 1.2 59 1 4.7 +1.5
TTAI FCF International Quality ETF 1.2 59 1 7.4 +4.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.2 49 11 4.3 +1.1
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 11 5.4 +2.2
ASLV Allspring Special Large Value ETF 1.2 35 25 6.4 +3.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 52 4.8 +1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 25 9.5 +6.3
QGRW WisdomTree U.S. Quality Growth Fund 1.2 28 32 4.0 +0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.2 35 25 4.0 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.2 18 42 5.9 +2.7
LVOL American Century Low Volatility ETF 1.1 29 31 5.0 +1.8
KRMA Global X Conscious Companies ETF 1.1 43 17 5.7 +2.4
SDY SPDR S&P Dividend ETF 1.1 35 25 6.7 +3.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.1 60 0 3.8 +0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 50 4.2 +1.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.1 55 5 10.4 +7.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.1 65 -5 1.0 -2.2
VEGN US Vegan Climate ETF 1.1 60 0 4.2 +1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 28 4.8 +1.6
OCEN IQ Clean Oceans ETF 1.1 45 15 6.1 +2.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.1 12 48 7.5 +4.3
FFOX FundX Future Fund Opportunities ETF 1.1 100 -40 4.2 +0.9
PRXG Praxis Impact Large Cap Growth ETF 1.1 36 24 3.5 +0.3
GLOF iShares Global Equity Factor ETF 1.1 20 40 6.3 +3.1
VTWV Vanguard Russell 2000 Value ETF 1.1 10 50 7.1 +3.9
ARKK ARK Innovation ETF 1.1 75 -15 -2.3 -5.5
FBCG Fidelity Blue Chip Growth ETF 1.1 59 1 2.7 -0.5
IYT iShares US Transportation ETF 1.1 40 20 5.2 +1.9
IWN iShares Russell 2000 Value ETF 1.1 24 36 7.1 +3.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 42 8.8 +5.6
CRTC Xtrackers US National Critical Technologies ETF 1.0 35 25 4.6 +1.4
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 32 9.4 +6.2
XSLV Invesco S&P SmallCap Low Volatility ETF 1.0 25 35 7.7 +4.5
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -46 12.7 +9.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 45 8.8 +5.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 21 9.5 +6.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 10 50 8.9 +5.7
FSCS First Trust SMID Capital Strength ETF 1.0 60 0 7.4 +4.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 4 6.1 +2.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 54 8.1 +4.9
IDRV iShares Self-driving EV & Tech ETF 1.0 47 13 1.7 -1.6
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 21 10.1 +6.8
SVAL iShares US Small Cap Value Factor ETF 1.0 20 40 10.4 +7.2
CHGX AXS Change Finance ESG ETF 0.9 49 11 4.7 +1.5
EQRR ProShares Equities for Rising Rates ETF 0.9 35 25 8.1 +4.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.9 20 40 9.6 +6.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 2 4.0 +0.8
FEGE First Eagle Global Equity ETF 0.9 79 -19 6.7 +3.5
RPV Invesco S&P 500 Pure Value ETF 0.9 35 25 10.2 +7.0
COWZ Pacer US Cash Cows 100 ETF 0.9 49 11 9.4 +6.2
SPVM Invesco S&P 500 Value with Momentum ETF 0.9 39 21 7.6 +4.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 40 6.7 +3.5
FVD First Trust Value Line Dividend Index Fund 0.9 65 -5 6.3 +3.1
FVAL Fidelity Value Factor ETF 0.9 15 45 6.7 +3.5
HLAL Wahed FTSE USA Shariah ETF 0.8 50 10 4.4 +1.2
IUSV iShares Core S&P US Value ETF 0.8 4 56 6.3 +3.1
GINN Goldman Sachs Innovate Equity ETF 0.8 52 8 3.4 +0.2
HLGE Hartford Longevity Economy ETF 0.8 44 16 -0.4 -3.6
LRGC AB US Large Cap Strategic Equities ETF 0.8 48 12 4.3 +1.1
TMFC Motley Fool 100 Index ETF 0.8 50 10 3.3 +0.1
VOOV Vanguard S&P 500 Value ETF 0.8 7 53 6.1 +2.9
IVE iShares S&P 500 Value ETF 0.8 18 42 6.0 +2.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.8 4 56 6.2 +2.9
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 54 9.2 +6.0
RND First Trust Bloomberg R&D Leaders ETF 0.8 60 0 3.5 +0.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.7 10 50 4.1 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 15 4.2 +1.0
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 5 12.3 +9.1
JGLO JPMorgan Global Select Equity ETF 0.7 33 27 4.9 +1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -15 5.3 +2.1
HAP VanEck Natural Resources ETF 0.7 50 10 9.1 +5.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.7 12 48 5.9 +2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 0.7 80 -20 6.2 +3.0
WRND IQ Global Equity R&D Leaders ETF 0.7 18 42 7.7 +4.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 48 8.0 +4.8
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 48 5.8 +2.6
FDVV Fidelity High Dividend ETF 0.6 15 45 7.5 +4.3
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 51 4.5 +1.3
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 18 6.6 +3.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 35 5.9 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 42 9.5 +6.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.6 7 53 4.9 +1.7
JAVA JPMorgan Active Value ETF 0.6 44 16 6.3 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 50 9.6 +6.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 45 9.6 +6.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 40 5.4 +2.2
WWJD Inspire International ETF 0.5 80 -20 7.2 +4.0
RCGE RockCreek Global Equality ETF 0.5 95 -35 6.6 +3.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -10 11.2 +8.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -5 1.8 -1.4
DFSV Dimensional US Small Cap Value ETF 0.5 31 29 10.1 +6.9
CCMG CCM Global Equity ETF 0.5 34 26 8.3 +5.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.5 50 10 8.1 +4.9
BUZZ VanEck Social Sentiment ETF 0.5 75 -15 -0.4 -3.6
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -29 4.8 +1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 48 4.9 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -20 8.1 +4.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 10 4.2 +1.0
FTEC Fidelity MSCI Information Technology Index ETF 0.4 8 52 3.7 +0.4
SHPP Pacer Industrials and Logistics ETF 0.4 60 0 8.6 +5.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 39 3.5 +0.3
HKND Humankind US Stock ETF 0.4 11 49 6.9 +3.7
ICAP InfraCap Equity Income Fund ETF 0.4 171 -111 6.2 +3.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 1 8.9 +5.7
DIVG Invesco S&P 500 High Dividend Growers ETF 0.3 39 21 8.4 +5.2
ANEW ProShares MSCI Transformational Changes ETF 0.3 45 15 6.0 +2.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 21 6.6 +3.4
STXV Strive 1000 Value ETF 0.3 18 42 7.9 +4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -7 10.0 +6.7
USMF WisdomTree U.S. Multifactor Fund 0.3 28 32 7.2 +4.0
FBCV Fidelity Blue Chip Value ETF 0.3 59 1 7.3 +4.1
VGT Vanguard Information Technology ETF 0.3 9 51 3.6 +0.4
JHDV John Hancock U.S. High Dividend ETF 0.3 34 26 6.4 +3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 45 8.7 +5.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.3 49 11 3.6 +0.3
QQQ Invesco QQQ Trust Series I 0.3 20 40 3.9 +0.6
QQQM Invesco NASDAQ 100 ETF 0.3 15 45 3.9 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 40 6.3 +3.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 25 5.8 +2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 0 3.9 +0.7
XPND First Trust Expanded Technology ETF 0.2 65 -5 3.6 +0.4
IBB iShares Biotechnology ETF 0.2 45 15 0.4 -2.8
XLK Technology Select Sector SPDR Fund 0.2 8 52 4.1 +0.9
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 41 0.4 -2.9
IGM iShares Expanded Tech Sector ETF 0.2 41 19 3.6 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 18 5.2 +2.0
DANA Dana Unconstrained Equity ETF 0.2 50 10 3.0 -0.2
IYW iShares U.S. Technology ETF 0.2 40 20 3.5 +0.3
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 0 4.2 +1.0
IXN iShares Global Tech ETF 0.1 41 19 3.2 +0.0
VAW Vanguard Materials ETF 0.1 9 51 6.3 +3.1
FMAT Fidelity MSCI Materials Index ETF 0.1 8 52 6.3 +3.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 35 9.2 +6.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 15 8.5 +5.3
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -5 3.9 +0.7
IGE iShares North American Natural Resources ETF 0.0 41 19 7.5 +4.3
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 42 3.6 +0.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 18 4.4 +1.2
VHT Vanguard Health Care ETF 0.0 9 51 5.8 +2.6
FHLC Fidelity MSCI Health Care Index ETF 0.0 8 52 6.1 +2.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 50 5.0 +1.7

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco Dorsey Wright Industrials Momentum ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 17.0 %
Divided by: Fwd. P/BV 4.5 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 3.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.