Invesco Dorsey Wright Consumer Staples Momentum ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.1x P/Sales
ratio		 0.9x
P/BV
ratio		 3.0x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco Dynamic Consumer Staples Sector Portfolio seeks investment results that correspond to the price and yield of the Dynamic Consumer Staples Sector Index, which evaluates companies base

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Oct 12, 2006
Assets (mns) $99
Currency USD
Expense ratio 60 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Momentum
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 45
Wgt avg mkt cap (mns) $56,441
Large cap (>$10bn) 50.8%
Mid cap ($2-10bn) 32.7%
Small cap (<$2bn) 14.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
K12 INC 3.9 %
COSTCO WHOLESALE CORP 3.8 %
CASEY'S GENERAL STORES INC 3.5 %
BJ'S WHOLESALE CLUB HOLDINGS, INC. 3.3 %
SPROUTS FARMERS MARKET INC 3.3 %
MONSTER BEVERAGE CORPORATION 3.3 %
KROGER CO 3.3 %
SERVICE CORP INTERNATIONAL 3.1 %
US FOODS HOLDING CORP. 3.1 %
PHILIP MORRIS INTERNATIONAL 3.0 %
Total 33.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.0 %
CAYMAN ISLANDS 1.3 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.0% 16.8% 13.7% 8.9% 9.6%

Market Correlations
versus... Beta R-squared
S&P500 0.80 73%
MSCI EAFE 0.72 61%
MSCI Emg. Mkts. 0.49 28%

Technical Indicators
Recent close $112.51
30d moving avg. $107.88
Annualized volatility 15.6%
Short interest (ETF) 0.2%
Short interest (Underlying) 4.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.8%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $6,563

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the Invesco Dorsey Wright Consumer Staples Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with PSL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PSL Expense: 60 bp ALTAR Score™: 5.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PSL
Ticker Fund
Name		 Overlap1
vs PSL
(%)		 Expense
ratio
(bp)		 Savings
vs PSL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PSL
(%)
PBJ Invesco Food & Beverage ETF 31.6 57 3 4.8 -1.1
VDC Vanguard Consumer Staples ETF 28.8 10 50 5.5 -0.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 28.4 8 52 5.5 -0.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 28.3 40 20 6.8 +0.9
XLP Consumer Staples Select Sector SPDR Fund 26.5 8 52 5.8 -0.1
FXG First Trust Consumer Staples AlphaDEX Fund 25.1 63 -3 7.9 +2.0
IYK iShares U.S. Consumer Staples ETF 23.5 40 20 6.1 +0.2
FTXG First Trust Nasdaq Food & Beverage ETF 21.5 60 0 6.7 +0.8
KXI iShares Global Consumer Staples ETF 20.1 41 19 5.4 -0.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 15.7 60 0 6.2 +0.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 12.0 29 31 7.4 +1.5
HDV iShares Core High Dividend ETF 11.9 8 52 7.0 +1.1
ECML Euclidean Fundamental Value ETF 11.8 95 -35 13.1 +7.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 11.6 15 45 7.3 +1.4
SAMT Strategas Macro Thematic Opportunities ETF 11.2 65 -5 3.1 -2.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 11.0 80 -20 7.0 +1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 10.9 80 -20 6.1 +0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 10.8 27 33 7.0 +1.1
XMMO Invesco S&P MidCap Momentum ETF 10.6 34 26 5.5 -0.4
SDEP SFP Core Equity Strategy 9.7 10 50 6.5 +0.6
VICE AdvisorShares Vice ETF 9.6 99 -39 6.4 +0.5
FMTM MarketDesk Focused U.S. Momentum ETF 9.5 45 15 5.1 -0.8
FDVV Fidelity High Dividend ETF 9.4 15 45 8.1 +2.2
FTCS First Trust Capital Strength ETF 9.0 55 5 5.6 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 9.0 20 40 8.5 +2.6
PWV Invesco Large Cap Value ETF 9.0 55 5 7.5 +1.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 9.0 29 31 11.0 +5.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.9 20 40 5.7 -0.2
SIXS ETC 6 Meridian Small Cap Equity ETF 8.8 89 -29 10.4 +4.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.8 29 31 4.4 -1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.7 60 0 7.8 +1.9
FCPI Fidelity Stocks for Inflation ETF 8.5 15 45 7.6 +1.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 8.5 60 0 10.1 +4.2
SPHQ Invesco S&P 500 Quality ETF 8.5 15 45 5.1 -0.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.4 60 0 6.9 +1.0
DUHP Dimensional US High Profitability ETF 8.4 21 39 6.4 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.3 29 31 6.6 +0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 8.2 28 32 6.2 +0.3
BDIV AAM Brentview Dividend Growth ETF 8.1 49 11 4.7 -1.2
MBOX Freedom Day Dividend ETF 8.1 39 21 7.6 +1.7
PDP Invesco Dorsey Wright Momentum ETF 8.0 62 -2 3.7 -2.2
SYLD Cambria Shareholder Yield ETF 8.0 59 1 11.8 +5.9
NANC Unusual Whales Subversive Democratic Trading ETF 7.9 75 -15 3.9 -2.0
VSDA VictoryShares Dividend Accelerator ETF 7.9 35 25 7.0 +1.2
DTD WisdomTree U.S. Total Dividend Fund 7.8 28 32 6.5 +0.6
EMOT First Trust S&P 500 Economic Moat ETF 7.8 60 0 6.9 +1.0
DGRW WisdomTree US Quality Dividend Growth Fund 7.8 28 32 5.7 -0.2
PFM Invesco Dividend Achievers ETF 7.7 53 7 5.4 -0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.7 15 45 9.4 +3.5
DHS WisdomTree U.S. High Dividend Fund 7.7 38 22 8.3 +2.4
IEDI iShares U.S. Consumer Focused ETF 7.5 18 42 5.2 -0.7
XRT SPDR S&P Retail ETF 7.5 35 25 8.8 +2.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.4 39 21 3.7 -2.2
POWA Invesco Bloomberg Pricing Power ETF 7.4 40 20 5.6 -0.3
TOKE Cambria Cannabis ETF 7.4 42 18 -0.3 -6.2
QVAL Alpha Architect US Quantitative Value ETF 7.3 39 21 10.0 +4.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 7.3 48 12 8.3 +2.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.3 25 35 5.2 -0.7
ALTL Pacer Lunt Large Cap Alternator ETF 7.3 60 0 5.0 -0.9
VIG Vanguard Dividend Appreciation ETF 7.2 6 54 5.7 -0.2
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 35 5.2 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.2 18 42 7.8 +1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.2 75 -15 7.3 +1.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 7.2 75 -15 4.9 -1.0
XSMO Invesco S&P SmallCap Momentum ETF 7.2 39 21 5.8 -0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.2 38 22 6.2 +0.3
MGV Vanguard Mega Cap Value ETF 7.2 7 53 6.8 +0.9
VYM Vanguard High Dividend Yield Index ETF 7.1 6 54 7.4 +1.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.1 60 0 4.2 -1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.1 60 0 7.3 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 7.0 13 47 5.7 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 7.0 37 23 6.2 +0.3
VFQY Vanguard U.S. Quality Factor ETF 6.9 13 47 6.4 +0.5
RNSC Furst Trust Small Cap US Equity Select ETF 6.9 60 0 5.9 +0.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.9 35 25 4.3 -1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.9 48 12 6.0 +0.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.9 65 -5 5.2 -0.7
RWK Invesco S&P MidCap 400 Revenue ETF 6.8 39 21 9.8 +3.9
SNPV Xtrackers S&P 500 Value ESG ETF 6.8 15 45 7.0 +1.1
GLRY Inspire Faithward Mid Cap Momentum ETF 6.7 80 -20 6.3 +0.5
RTH VanEck Retail ETF 6.7 35 25 5.2 -0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 6.6 49 11 9.7 +3.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 6.6 59 1 6.3 +0.4
MODL VictoryShares WestEnd U.S. Sector ETF 6.6 42 18 4.7 -1.2
QDF FlexShares Quality Dividend Index Fund 6.5 37 23 6.5 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 6.5 58 2 7.6 +1.7
STXD Strive 1000 Dividend Growth ETF 6.5 35 25 5.0 -0.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.5 52 8 7.0 +1.1
TBG TBG Dividend Focus ETF 6.5 59 1 8.0 +2.1
FBCV Fidelity Blue Chip Value ETF 6.5 59 1 7.5 +1.6
DGRO iShares Core Dividend Growth ETF 6.5 8 52 6.6 +0.7
ULVM VictoryShares US Value Momentum ETF 6.5 20 40 7.4 +1.6
VFMF Vanguard U.S. Multifactor ETF 6.5 18 42 8.3 +2.4
FLRG Fidelity U.S. Multifactor ETF 6.4 15 45 7.0 +1.1
PRAY FIS Christian Stock Fund 6.4 69 -9 5.4 -0.5
VAMO Cambria Value & Momentum ETF 6.4 61 -1 6.7 +0.8
GQQQ Astoria US Quality Growth Kings ETF 6.4 35 25 4.9 -1.0
RNMC First Trust Mid Cap US Equity Select ETF 6.4 60 0 6.2 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.3 19 41 6.5 +0.6
AFSM First Trust Active Factor Small Cap ETF 6.3 75 -15 7.7 +1.8
JEPI JPMorgan Equity Premium Income ETF 6.3 35 25 5.7 -0.2
ILCV iShares Morningstar Value ETF 6.3 4 56 6.8 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 6.2 43 17 4.3 -1.6
FFTY Innovator IBD 50 ETF 6.2 80 -20 -0.4 -6.3
DIVZ TrueShares Low Volatility Equity Income ETF 6.2 65 -5 6.6 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.2 60 0 4.6 -1.3
TMDV ProShares Russell US Dividend Growers ETF 6.2 35 25 6.4 +0.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.2 80 -20 8.1 +2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 6.1 39 21 6.1 +0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.1 35 25 6.0 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 6.0 4 56 6.9 +1.0
EQWL Invesco S&P 100 Equal Weight ETF 6.0 25 35 6.2 +0.3
BOUT Innovator IBD Breakout Opportunities ETF 6.0 81 -21 3.1 -2.8
XMLV Invesco S&P MidCap Low Volatility ETF 6.0 25 35 7.8 +1.9
VALQ American Century U.S. Quality Value ETF 5.9 29 31 7.7 +1.8
VTV Vanguard Value ETF 5.9 4 56 7.1 +1.2
DIVS SmartETFs Dividend Builder ETF 5.9 65 -5 5.0 -0.9
QUS SPDR MSCI USA StrategicFactors ETF 5.9 15 45 5.8 -0.1
MILN Global X Millennial Consumer ETF 5.9 50 10 3.7 -2.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.9 35 25 7.1 +1.3
LVOL American Century Low Volatility ETF 5.9 29 31 4.9 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.8 30 30 4.7 -1.2
MTUM iShares MSCI USA Momentum Factor ETF 5.8 15 45 3.6 -2.3
STXV Strive 1000 Value ETF 5.8 18 42 8.3 +2.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.7 35 25 6.1 +0.2
QUAL iShares MSCI USA Quality Factor ETF 5.7 15 45 5.3 -0.6
SCHD Schwab US Dividend Equity ETF 5.7 6 54 9.9 +4.0
SPMO Invesco S&P 500 Momentum ETF 5.7 13 47 3.8 -2.1
DFVX Dimensional US Large Cap Vector ETF 5.7 22 38 6.5 +0.6
BGIG Bahl & Gaynor Income Growth ETF 5.6 45 15 5.5 -0.4
DIV Global X SuperDividend US ETF 5.6 45 15 12.1 +6.2
VUSE Vident U.S. Equity Strategy ETF 5.6 50 10 4.5 -1.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 5.6 56 4 2.6 -3.3
DVY iShares Select Dividend ETF 5.6 38 22 9.4 +3.5
SPMV Invesco S&P 500 Minimum Variance ETF 5.6 10 50 5.3 -0.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.6 15 45 6.2 +0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 5.5 45 15 9.5 +3.7
DIVG Invesco S&P 500 High Dividend Growers ETF 5.5 39 21 8.6 +2.7
DEUS Xtrackers Russell US Multifactor ETF 5.5 17 43 7.0 +1.1
XLG Invesco S&P 500 Top 50 ETF 5.5 20 40 4.7 -1.2
LRGF iShares U.S. Equity Factor ETF 5.4 8 52 5.7 -0.2
ACSI American Customer Satisfaction ETF 5.4 65 -5 4.9 -1.0
HKND Humankind US Stock ETF 5.4 11 49 7.4 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 5.4 9 51 5.7 -0.2
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 21 8.4 +2.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 5.4 35 25 9.8 +3.9
MDCP VictoryShares THB Mid Cap ESG ETF 5.4 55 5 5.8 -0.1
IWX iShares Russell Top 200 Value ETF 5.4 20 40 6.4 +0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 5.4 17 43 6.0 +0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 5.4 35 25 5.3 -0.6
ROE Astoria US Quality Kings ETF 5.3 49 11 6.7 +0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.3 70 -10 4.6 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 38 5.7 -0.2
REVS Columbia Research Enhanced Value ETF 5.3 19 41 7.9 +2.0
QTOP iShares Nasdaq Top 30 Stocks ETF 5.3 20 40 4.4 -1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.3 15 45 6.4 +0.5
AFMC First Trust Active Factor Mid Cap ETF 5.2 65 -5 8.7 +2.8
ROUS Hartford Multifactor US Equity ETF 5.2 19 41 7.2 +1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.2 35 25 7.9 +2.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.2 25 35 11.8 +5.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 5.2 15 45 6.0 +0.1
SHRY First Trust Bloomberg Shareholder Yield ETF 5.2 60 0 7.9 +2.0
SSPY Syntax Stratified LargeCap ETF 5.2 30 30 6.7 +0.8
BKWO BNY Mellon Women's Opportunities ETF 5.2 50 10 3.8 -2.1
SMAP Amplify Small-Mid Cap Equity ETF 5.2 60 0 5.5 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.2 18 42 5.6 -0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.2 38 22 7.9 +2.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 5.2 65 -5 6.4 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 5.2 18 42 6.9 +1.0
USMC Principal U.S. Mega-Cap ETF 5.2 12 48 4.7 -1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 45 7.5 +1.7
QUVU Hartford Quality Value ETF 5.1 46 14 7.3 +1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.1 30 30 8.9 +3.0
XMVM Invesco S&P MidCap Value with Momentum ETF 5.1 39 21 9.8 +3.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 5.1 15 45 6.0 +0.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.1 24 36 8.2 +2.3
ZECP Zacks Earnings Consistent Portfolio ETF 5.1 55 5 5.0 -0.9
LST Leuthold Select Industries ETF 5.0 91 -31 5.6 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.0 70 -10 2.9 -3.0
IVE iShares S&P 500 Value ETF 5.0 18 42 6.4 +0.5
SPYV SPDR Portfolio S&P 500 Value ETF 5.0 4 56 6.5 +0.6
DEW WisdomTree Global High Dividend Fund 5.0 58 2 8.8 +2.9
VOOV Vanguard S&P 500 Value ETF 5.0 10 50 6.5 +0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.0 60 0 2.1 -3.8
FDLS Inspire Fidelis Multi Factor ETF 5.0 76 -16 5.1 -0.8
IUSV iShares Core S&P US Value ETF 5.0 4 56 6.7 +0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.0 60 0 8.2 +2.3
DIVB iShares Core Dividend ETF 5.0 5 55 7.9 +2.0
IUS Invesco RAFI Strategic US ETF 4.9 19 41 6.9 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 4.9 24 36 7.4 +1.5
EQRR ProShares Equities for Rising Rates ETF 4.9 35 25 8.3 +2.4
IJH iShares Core S&P Mid-Cap ETF 4.9 5 55 7.6 +1.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.9 25 35 8.2 +2.4
QQQ Invesco QQQ Trust Series I 4.9 20 40 4.2 -1.7
OEF iShares S&P 100 ETF 4.9 20 40 4.8 -1.1
TOLL Tema Monopolies and Oligopolies ETF 4.9 75 -15 3.7 -2.2
NULV Nuveen ESG Large-Cap Value ETF 4.9 26 34 6.4 +0.5
DSPY Tema S&P 500 Historical Weight ETF 4.9 18 42 5.3 -0.6
QQQM Invesco NASDAQ 100 ETF 4.9 15 45 4.3 -1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.8 15 45 7.5 +1.6
JQUA JPMorgan U.S. Quality Factor ETF 4.8 12 48 5.9 -0.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.8 12 48 4.6 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.8 12 48 7.3 +1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 4.8 32 28 5.1 -0.8
LOWV AB US Low Volatility Equity ETF 4.8 48 12 5.2 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 4.8 15 45 7.6 +1.8
JHDV John Hancock U.S. High Dividend ETF 4.8 34 26 6.9 +1.0
YALL God Bless America ETF 4.8 65 -5 3.7 -2.2
PRF Invesco FTSE RAFI US 1000 ETF 4.8 39 21 7.1 +1.2
FVD First Trust Value Line Dividend Index Fund 4.8 65 -5 6.2 +0.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.8 35 25 11.4 +5.5
IVOO Vanguard S&P Mid-Cap 400 ETF 4.8 10 50 7.6 +1.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.8 3 57 7.6 +1.8
BFOR ALPS Barron's 400 ETF 4.8 65 -5 6.1 +0.2
NUSC Nuveen ESG Small-Cap ETF 4.8 31 29 5.6 -0.3
EATZ AdvisorShares Restaurant ETF 4.7 101 -41 6.5 +0.6
FLQL Franklin LibertyQ U.S. Equity ETF 4.7 15 45 5.6 -0.3
ICAP InfraCap Equity Income Fund ETF 4.7 171 -111 7.0 +1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 4.7 36 24 5.0 -0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.7 20 40 7.6 +1.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.7 56 4 6.4 +0.5
HDUS Hartford Disciplined US Equity ETF 4.7 19 41 5.9 +0.0
RPV Invesco S&P 500 Pure Value ETF 4.7 35 25 10.8 +4.9
FTC First Trust Large Cap Growth AlphaDEX Fund 4.7 59 1 2.9 -3.0
TOPT iShares Top 20 U.S. Stocks ETF 4.6 20 40 4.2 -1.7
BRIF FIS Bright Portfolios Focused Equity ETF 4.6 65 -5 4.6 -1.3
SFYF SoFi Social 50 ETF 4.6 29 31 0.2 -5.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.6 50 10 4.1 -1.8
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 45 5.5 -0.4
FSCS First Trust SMID Capital Strength ETF 4.6 60 0 6.9 +1.0
BUYZ Franklin Disruptive Commerce ETF 4.6 50 10 2.3 -3.6
IYC iShares U.S. Consumer Discretionary ETF 4.6 40 20 3.8 -2.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 4.6 43 17 6.3 +0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.5 64 -4 2.3 -3.6
XMHQ Invesco S&P MidCap Quality ETF 4.5 25 35 6.8 +0.9
FNDX Schwab Fundamental US Large Co. Index ETF 4.5 25 35 7.4 +1.5
DURA VanEck Durable High Dividend ETF 4.5 29 31 8.7 +2.8
ONEY SPDR Russell 1000 Yield Focus ETF 4.5 20 40 9.8 +3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 4.5 20 40 7.1 +1.2
RWL Invesco S&P 500 Revenue ETF 4.5 39 21 6.9 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 4.5 9 51 5.2 -0.7
GCOW Pacer Global Cash Cows Dividend ETF 4.5 60 0 11.1 +5.2
GOP Unusual Whales Subversive Republican Trading ETF 4.5 50 10 6.1 +0.2
JAVA JPMorgan Active Value ETF 4.5 44 16 6.6 +0.7
YOKE Yoke Core ETF 4.5 42 18 4.4 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.4 12 48 4.7 -1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.4 15 45 8.2 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 4.4 18 42 9.2 +3.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.4 15 45 6.1 +0.3
FDMO Fidelity Momentum Factor ETF 4.4 15 45 3.9 -2.0
AFLG First Trust Active Factor Large Cap ETF 4.4 55 5 6.2 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 4.4 25 35 7.4 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 4.4 11 49 5.3 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 4.4 13 47 3.2 -2.7
QLTY GMO U.S. Quality ETF 4.4 50 10 4.9 -1.0
AGQI First Trust Active Global Quality Income ETF 4.4 85 -25 5.0 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 4.4 50 10 5.3 -0.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.4 7 53 7.6 +1.7
SDOG ALPS Sector Dividend Dogs ETF 4.4 36 24 9.5 +3.6
SPDV AAM S&P 500 High Dividend Value ETF 4.4 29 31 10.9 +5.0
MDYV SPDR S&P 400 Mid Cap Value ETF 4.4 15 45 9.2 +3.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.4 29 31 8.9 +3.0
IWD iShares Russell 1000 Value ETF 4.3 19 41 6.6 +0.7
VONV Vanguard Russell 1000 Value ETF 4.3 8 52 6.7 +0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.3 17 43 6.1 +0.2
LYLD Cambria Large Cap Shareholder Yield ETF 4.3 59 1 9.9 +4.0
SDY SPDR S&P Dividend ETF 4.3 35 25 6.5 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 4.3 75 -15 5.3 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 4.3 80 -20 4.6 -1.3
SHE SPDR MSCI USA Gender Diversity ETF 4.3 20 40 5.1 -0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.3 15 45 9.2 +3.3
HLGE Hartford Longevity Economy ETF 4.3 44 16 6.4 +0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 4.3 12 48 6.7 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 25 5.9 +0.0
ACWV iShares MSCI Global Min Vol Factor ETF 4.3 20 40 5.8 -0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 20 5.9 -0.0
IWL iShares Russell Top 200 ETF 4.2 15 45 4.9 -1.0
SPVM Invesco S&P 500 Value with Momentum ETF 4.2 39 21 8.5 +2.6
THRO iShares U.S. Thematic Rotation Active ETF 4.2 90 -30 4.1 -1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 4.2 9 51 4.9 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 4.2 30 30 6.2 +0.3
SNPE Xtrackers S&P 500 ESG ETF 4.2 10 50 5.3 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.2 24 36 8.0 +2.1
IWY iShares Russell Top 200 Growth ETF 4.2 20 40 4.7 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.2 30 30 8.2 +2.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.2 12 48 4.6 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.2 4 56 6.3 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 25 4.2 -1.7
USMF WisdomTree U.S. Multifactor Fund 4.2 28 32 6.7 +0.8
SUSA iShares MSCI USA ESG Select ETF 4.2 25 35 4.9 -1.0
NULC Nuveen ESG Large-Cap ETF 4.2 21 39 4.9 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -15 4.2 -1.7
MGC Vanguard Mega Cap ETF 4.1 7 53 4.9 -1.0
WLDR Affinity World Leaders Equity ETF 4.1 67 -7 7.9 +2.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.1 35 25 5.3 -0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 50 5.1 -0.8
JGRW Jensen Quality Growth ETF 4.1 57 3 4.5 -1.4
AIEQ AI Powered Equity ETF 4.1 75 -15 5.3 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 4.1 39 21 10.0 +4.1
LCF Touchstone US Large Cap Focused ETF 4.1 69 -9 4.5 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 4.1 29 31 7.5 +1.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 4.1 38 22 10.5 +4.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.1 7 53 5.2 -0.7
IJT iShares S&P Small-Cap 600 Growth ETF 4.1 18 42 5.7 -0.2
CBSE Clough Select Equity ETF 4.1 85 -25 1.4 -4.5
CALF Pacer US Small Cap Cash Cows 100 ETF 4.0 59 1 11.5 +5.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.0 8 52 5.2 -0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 2 4.0 -1.9
QGRO American Century U.S. Quality Growth ETF 4.0 29 31 3.5 -2.4
DCOR Dimensional US Core Equity 1 ETF 4.0 14 46 5.6 -0.3
INCE Franklin Income Equity Focus ETF 4.0 29 31 5.7 -0.2
STXM Strive Mid-Cap ETF 4.0 18 42 6.5 +0.6
QLC FlexShares US Quality Large Cap Index Fund 4.0 25 35 5.7 -0.2
ADME Aptus Drawdown Managed Equity ETF 4.0 79 -19 4.2 -1.7
DVND Touchstone Dividend Select ETF 3.9 67 -7 6.0 +0.1
EQIN Columbia US Equity Income ETF 3.9 35 25 7.0 +1.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.9 61 -1 7.7 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 3.9 17 43 5.8 -0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.9 15 45 5.8 -0.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 3.9 5 55 8.1 +2.2
SPXE ProShares S&P 500 Ex-Energy ETF 3.9 9 51 5.0 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 3.9 10 50 5.1 -0.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.9 12 48 5.6 -0.3
SLYG SPDR S&P 600 Small Cap Growth ETF 3.9 15 45 5.7 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 3.9 15 45 7.3 +1.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.9 20 40 4.9 -1.0
CGDV Capital Group Dividend Value ETF 3.9 33 27 4.8 -1.1
IOO iShares Global 100 ETF 3.8 41 19 5.2 -0.7
ACVF American Conservative Values ETF 3.8 75 -15 4.5 -1.4
NUDV Nuveen ESG Dividend ETF 3.8 26 34 7.5 +1.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.8 49 11 4.8 -1.1
SXQG ETC 6 Meridian Quality Growth ETF 3.8 100 -40 4.4 -1.5
APUE ActivePassive U.S. Equity ETF 3.8 45 15 4.9 -1.0
DFUS Dimensional U.S. Equity ETF 3.8 9 51 5.1 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.8 14 46 5.1 -0.8
FQAL Fidelity Quality Factor ETF 3.8 15 45 5.7 -0.2
GDIV Harbor Dividend Growth Leaders ETF 3.8 50 10 5.3 -0.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 3.8 3 57 5.4 -0.5
IVV iShares Core S&P 500 ETF 3.8 3 57 5.2 -0.7
SPY SPDR S&P 500 ETF Trust 3.8 9 51 5.1 -0.8
DFAU Dimensional US Core Equity Market ETF 3.8 12 48 5.3 -0.6
SPLG SPDR Portfolio S&P 500 ETF 3.8 2 58 5.2 -0.7
FLDZ RiverNorth Patriot ETF 3.8 75 -15 5.8 -0.1
VOO Vanguard S&P 500 ETF 3.8 3 57 5.2 -0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.8 7 53 5.1 -0.8
DEMZ Democratic Large Cap Core ETF 3.8 45 15 4.6 -1.3
MBCC Monarch Blue Chips Core ETF 3.8 125 -65 4.1 -1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 3.8 15 45 4.6 -1.3
FFOG Franklin Focused Growth ETF 3.8 61 -1 2.5 -3.4
TMFG Motley Fool Global Opportunities ETF 3.8 85 -25 3.8 -2.1
BEEZ Honeytree U.S. Equity ETF 3.8 64 -4 3.6 -2.3
SCHX Schwab U.S. Large-Cap ETF 3.8 3 57 5.2 -0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.8 15 45 5.1 -0.8
OALC OneAscent Large Cap Core ETF 3.8 86 -26 4.3 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.8 49 11 4.3 -1.6
ILCB iShares Morningstar U.S. Equity ETF 3.8 3 57 5.1 -0.8
IYY iShares Dow Jones U.S. ETF 3.7 20 40 5.0 -0.9
DSI iShares MSCI KLD 400 Social ETF 3.7 25 35 5.1 -0.8
IWB iShares Russell 1000 ETF 3.7 15 45 5.1 -0.8
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 33 9.3 +3.4
SCHK Schwab 1000 Index ETF 3.7 5 55 5.3 -0.6
VONE Vanguard Russell 1000 ETF 3.7 8 52 5.2 -0.7
PBUS Invesco MSCI USA ETF 3.7 4 56 5.1 -0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.7 7 53 6.3 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 3.7 0 60 5.1 -0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.7 11 49 5.1 -0.8
VV Vanguard Large-Cap ETF 3.7 4 56 5.1 -0.8
ABFL Abacus FCF Leaders ETF 3.7 59 1 5.4 -0.5
STRV Strive 500 ETF 3.7 5 55 5.0 -0.9
VOTE TCW Transform 500 ETF 3.7 5 55 5.1 -0.8
EPS WisdomTree U.S. LargeCap Fund 3.7 8 52 6.0 +0.1
IWV iShares Russell 3000 ETF 3.7 20 40 5.0 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 3.7 20 40 7.1 +1.2
VTHR Vanguard Russell 3000 ETF 3.7 10 50 5.1 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.7 9 51 5.4 -0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.7 3 57 5.1 -0.8
SCHB Schwab U.S. Broad Market ETF 3.7 3 57 5.2 -0.7
UDI USCF Dividend Income Fund 3.6 65 -5 8.4 +2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.6 2 58 5.2 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.6 20 40 5.3 -0.6
VTI Vanguard Total Stock Market ETF 3.6 3 57 5.1 -0.8
FYC First Trust Small Cap Growth AlphaDEX Fund 3.6 71 -11 0.5 -5.4
GRPM Invesco S&P MidCap 400 GARP ETF 3.6 35 25 9.4 +3.5
RVRB Reverb ETF 3.6 30 30 4.8 -1.1
TPSC Timothy Plan US Small Cap Core ETF 3.6 52 8 7.1 +1.2
ESGV Vanguard ESG U.S. Stock ETF 3.6 9 51 4.9 -1.0
RECS Columbia Research Enhanced Core ETF 3.6 15 45 6.1 +0.2
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 56 6.9 +1.0
ROSC Hartford Multifactor Small Cap ETF 3.5 34 26 10.1 +4.2
FNX First Trust Mid Cap Core AlphaDEX Fund 3.5 60 0 7.8 +1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 3.5 18 42 4.9 -1.0
HLAL Wahed FTSE USA Shariah ETF 3.5 50 10 5.0 -0.9
OSCV Opus Small Cap Value ETF 3.5 79 -19 6.9 +1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.5 25 35 6.0 +0.1
GVLU Gotham 1000 Value ETF 3.5 50 10 9.1 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.5 25 35 6.0 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -5 3.4 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 3.4 12 48 7.8 +1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.4 95 -35 0.6 -5.3
SQLV Royce Quant Small-Cap Quality Value ETF 3.4 60 0 10.0 +4.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.4 16 44 5.7 -0.2
WTV WisdomTree US Value Fund of Benef Interest 3.4 12 48 9.3 +3.4
AVUV Avantis U.S. Small Cap Value ETF 3.4 25 35 10.5 +4.6
JHML John Hancock Multifactor Large Cap ETF 3.4 29 31 5.5 -0.4
ESGU iShares ESG Aware MSCI USA ETF 3.4 15 45 5.0 -0.9
CSMD Congress SMid Growth ETF 3.3 69 -9 4.0 -1.9
FELV Fidelity Enhanced Large Cap Value ETF 3.3 18 42 6.9 +1.0
LGCF Themes US Cash Flow Champions ETF 3.3 30 30 8.5 +2.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.3 7 53 9.9 +4.0
XVV iShares ESG Screened S&P 500 ETF 3.3 8 52 5.1 -0.8
TAX Cambria Tax Aware ETF 3.3 49 11 5.2 -0.7
IWO iShares Russell 2000 Growth ETF 3.3 24 36 1.4 -4.5
DSMC Distillate Small/Mid Cash Flow ETF 3.3 55 5 13.5 +7.6
IWF iShares Russell 1000 Growth ETF 3.3 19 41 4.5 -1.4
VTWG Vanguard Russell 2000 Growth ETF 3.3 15 45 1.5 -4.4
VONG Vanguard Russell 1000 Growth ETF 3.3 8 52 4.6 -1.3
VBR Vanguard Small Cap Value ETF 3.3 7 53 9.4 +3.5
VSLU Applied Finance Valuation Large Cap ETF 3.3 49 11 5.8 -0.1
CCMG CCM Global Equity ETF 3.3 34 26 8.8 +3.0
QQMG Invesco ESG NASDAQ 100 ETF 3.3 20 40 4.3 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 3.3 60 0 5.9 0.0
ABLD Abacus FCF Real Assets Leaders ETF 3.2 69 -9 6.7 +0.8
DFAT Dimensional U.S. Targeted Value ETF 3.2 28 32 10.0 +4.1
VFVA Vanguard U.S. Value Factor ETF 3.2 13 47 11.5 +5.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.2 35 25 8.1 +2.2
PWB Invesco Large Cap Growth ETF 3.2 56 4 2.9 -3.0
VEGI iShares MSCI Agriculture Producers ETF 3.2 39 21 8.6 +2.7
SMDV ProShares Russell 2000 Dividend Growers ETF 3.2 40 20 7.5 +1.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.2 40 20 7.2 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 1 6.2 +0.3
CATH Global X S&P 500 Catholic Values Custom ETF 3.2 29 31 4.9 -1.0
DFAS Dimensional U.S. Small Cap ETF 3.2 26 34 6.8 +0.9
AVSU Avantis Responsible U.S. Equity ETF 3.2 15 45 6.3 +0.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.1 29 31 6.5 +0.6
EZM WisdomTree U.S. MidCap Fund 3.1 38 22 9.4 +3.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.1 49 11 12.3 +6.4
DON WisdomTree U.S. MidCap Dividend Fund 3.1 38 22 8.9 +3.0
VB Vanguard Small-Cap ETF 3.1 5 55 6.3 +0.4
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 54 2.9 -3.0
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 18 4.9 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.1 20 40 6.1 +0.2
GLOF iShares Global Equity Factor ETF 3.1 20 40 6.9 +1.0
PSC Principal U.S. Small-Cap ETF 3.1 38 22 7.0 +1.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.1 61 -1 6.6 +0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 3.1 15 45 6.5 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 3.1 42 18 6.5 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 3.1 38 22 4.8 -1.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 21 10.8 +4.9
RFFC ALPS Active Equity Opportunity ETF 3.0 48 12 4.7 -1.2
CAML Congress Large Cap Growth ETF 3.0 66 -6 3.2 -2.7
FDLO Fidelity Low Volatility Factor ETF 3.0 15 45 5.5 -0.4
PEJ Invesco Leisure and Entertainment ETF 3.0 58 2 1.1 -4.8
SWP SWP Growth & Income ETF 3.0 99 -39 4.5 -1.4
AVUS Avantis U.S. Equity ETF 3.0 15 45 6.1 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.0 19 41 5.3 -0.6
TIME Clockwise Core Equity & Innovation ETF 3.0 95 -35 2.8 -3.1
KLMN Invesco MSCI North America Climate ETF 3.0 9 51 5.2 -0.7
FNDA Schwab Fundamental US Small Co. Index ETF 3.0 25 35 8.2 +2.3
CGDG Capital Group Dividend Growers ETF 3.0 47 13 6.3 +0.5
USCF Themes US Cash Flow Champions ETF 2.9 29 31 9.1 +3.3
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 42 5.6 -0.3
SVAL iShares US Small Cap Value Factor ETF 2.9 20 40 11.2 +5.3
VBK Vanguard Small-Cap Growth ETF 2.9 7 53 1.9 -4.0
SAGP Strategas Global Policy Opportunities ETF 2.9 65 -5 5.4 -0.5
GINX SGI Enhanced Global Income ETF 2.9 98 -38 7.4 +1.5
GRNY Fundstrat Granny Shots US Large Cap ETF 2.9 75 -15 3.3 -2.6
EBI Longview Advantage ETF 2.9 35 25 6.9 +1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.9 20 40 5.9 +0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 51 5.0 -0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 2.9 12 48 8.6 +2.8
STXG Strive 1000 Growth ETF 2.9 18 42 4.0 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 2.9 26 34 3.4 -2.5
GSPY Gotham Enhanced 500 ETF 2.9 50 10 5.5 -0.4
IJR iShares Core S&P Small Cap ETF 2.8 6 54 8.0 +2.2
LRGC AB US Large Cap Strategic Equities ETF 2.8 48 12 4.8 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.8 9 51 5.4 -0.5
FESM Fidelity Enhanced Small Cap ETF 2.8 28 32 8.1 +2.2
TOK iShares MSCI Kokusai ETF 2.8 26 34 5.3 -0.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.8 35 25 14.0 +8.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.8 39 21 6.7 +0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 30 6.8 +1.0
PY Principal Value ETF 2.8 15 45 7.4 +1.5
CZAR Themes Natural Monopoly ETF 2.8 35 25 5.6 -0.3
IUSG iShares Core S&P U.S. Growth ETF 2.8 4 56 4.4 -1.5
MAGA Point Bridge America First ETF 2.8 72 -12 6.0 +0.1
ONEQ Fidelity Nasdaq Composite Index ETF 2.8 21 39 4.0 -1.9
SFYX SoFi Next 500 ETF 2.7 0 60 5.9 -0.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 40 4.2 -1.7
BGDV Bahl & Gaynor Dividend ETF 2.7 45 15 4.9 -1.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.7 3 57 8.1 +2.2
VXF Vanguard Extended Market ETF 2.7 6 54 5.0 -0.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.7 12 48 7.6 +1.8
VIOO Vanguard S&P Small-Cap 600 ETF 2.7 10 50 8.0 +2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.7 15 45 8.1 +2.3
RJMG FT Raymond James Multicap Growth Equity ETF 2.7 85 -25 2.3 -3.6
JPEF JPMorgan Equity Focus ETF 2.7 50 10 4.5 -1.4
SFY SoFi Select 500 ETF 2.7 0 60 4.6 -1.3
ESGG FlexShares STOXX Global ESG Select Index Fund 2.7 42 18 5.6 -0.3
IVW iShares S&P 500 Growth ETF 2.6 18 42 4.2 -1.7
VOOG Vanguard S&P 500 Growth ETF 2.6 10 50 4.2 -1.7
MAVF Matrix Advisors Value ETF 2.6 75 -15 6.2 +0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 2.6 4 56 4.3 -1.6
URTH iShares MSCI World ETF 2.6 24 36 5.4 -0.5
ISCB iShares Morningstar Small-Cap ETF 2.6 4 56 6.3 +0.4
FELC Fidelity Enhanced Large Cap Core ETF 2.6 18 42 5.4 -0.5
PKW Invesco Buyback Achievers ETF 2.6 62 -2 7.6 +1.7
COWZ Pacer US Cash Cows 100 ETF 2.6 49 11 9.5 +3.6
GURU Global X Guru Index ETF 2.6 75 -15 4.1 -1.8
FEGE First Eagle Global Equity ETF 2.6 79 -19 7.2 +1.3
FUNL CornerCap Fundametrics Large-Cap ETF 2.6 50 10 7.5 +1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 50 5.4 -0.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.5 79 -19 5.1 -0.8
MVAL VanEck Morningstar Wide Moat Value ETF 2.5 49 11 6.6 +0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 8 10.2 +4.3
WBIY WBI Power Factor High Dividend ETF 2.5 100 -40 17.1 +11.2
ZIG Acquirers Fund 2.5 84 -24 20.5 +14.6
AVSC Avantis U.S Small Cap Equity ETF 2.5 25 35 6.3 +0.4
DGT SPDR Global Dow ETF 2.5 50 10 7.5 +1.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.5 36 24 12.3 +6.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 54 4.1 -1.8
FYT First Trust Small Cap Value AlphaDEX Fund 2.4 73 -13 11.6 +5.7
XSLV Invesco S&P SmallCap Low Volatility ETF 2.4 25 35 7.8 +1.9
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 48 8.6 +2.7
RSSL Global X Russell 2000 ETF 2.4 8 52 4.7 -1.2
IWS iShares Russell Mid-Cap Value ETF 2.4 23 37 6.9 +1.1
IWM iShares Russell 2000 ETF 2.4 19 41 4.7 -1.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.4 55 5 4.7 -1.2
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 40 6.5 +0.7
VTWO Vanguard Russell 2000 ETF 2.4 10 50 4.7 -1.2
ACWI iShares MSCI ACWI ETF 2.4 32 28 5.8 -0.1
AVLV Avantis U.S. Large Cap Value ETF 2.3 15 45 8.0 +2.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.3 40 20 6.2 +0.3
BUZZ VanEck Social Sentiment ETF 2.3 75 -15 -0.3 -6.1
STXK Strive Small-Cap ETF 2.3 18 42 6.4 +0.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 -5 3.7 -2.2
VLUE iShares MSCI USA Value Factor ETF 2.3 15 45 10.2 +4.3
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 51 6.2 +0.3
MGK Vanguard Mega Cap Growth ETF 2.3 7 53 4.2 -1.7
VT Vanguard Total World Stock ETF 2.3 7 53 6.2 +0.3
VOE Vanguard Mid-Cap Value ETF 2.3 7 53 7.8 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 51 6.2 +0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.2 12 48 7.5 +1.6
SMCF Themes US Small Cap Cash Flow Champions ETF 2.2 29 31 13.2 +7.3
COWS Amplify Cash Flow Dividend Leaders ETF 2.2 0 60 12.6 +6.7
EES WisdomTree U.S. SmallCap Fund 2.2 38 22 9.3 +3.4
SIZE iShares MSCI USA Size Factor ETF 2.2 15 45 5.9 +0.0
IMCB iShares Morningstar Mid-Cap ETF 2.2 4 56 6.1 +0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 45 15 4.7 -1.2
ISMD Inspire Small/Mid Cap ETF 2.2 54 6 6.1 +0.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.2 30 30 12.3 +6.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.2 9 51 6.1 +0.2
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 1 4.6 -1.3
ISCV iShares Morningstar Small Cap Value ETF 2.2 6 54 9.7 +3.8
SCHA Schwab U.S. Small-Cap ETF 2.1 4 56 6.5 +0.6
SMMD iShares Russell 2500 ETF 2.1 15 45 6.6 +0.7
HAP VanEck Natural Resources ETF 2.1 50 10 10.1 +4.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 45 5.4 -0.5
DFSV Dimensional US Small Cap Value ETF 2.1 31 29 10.8 +4.9
FVAL Fidelity Value Factor ETF 2.1 15 45 7.2 +1.3
SRHQ SRH U.S. Quality ETF 2.1 35 25 7.5 +1.6
XSHQ Invesco S&P SmallCap Quality ETF 2.1 29 31 8.3 +2.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 8 6.0 +0.2
TXS Texas Capital Texas Equity Index ETF 2.1 49 11 5.8 -0.1
AESR Anfield U.S. Equity Sector Rotation ETF 2.1 108 -48 3.4 -2.5
KONG Formidable Fortress ETF 2.1 89 -29 5.9 -0.0
KLMT Invesco MSCI Global Climate 500 ETF 2.0 10 50 6.0 +0.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.0 35 25 9.6 +3.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 8 5.5 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 2.0 13 47 10.2 +4.3
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 0 4.3 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 2 5.4 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 2.0 4 56 4.1 -1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.0 29 31 6.1 +0.2
ABLS Abacus FCF Small Cap Leaders ETF 2.0 59 1 6.2 +0.3
TMFC Motley Fool 100 Index ETF 2.0 50 10 3.7 -2.2
KRMA Global X Conscious Companies ETF 2.0 43 17 5.9 +0.0
VUG Vanguard Growth ETF 2.0 4 56 4.1 -1.8
EPU iShares MSCI Peru and Global Exposure ETF 1.9 59 1 7.8 +2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.9 9 51 4.7 -1.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.9 47 13 9.8 +3.9
IWR iShares Russell Midcap ETF 1.9 19 41 5.9 +0.1
PAWZ ProShares Pet Care ETF 1.9 50 10 3.7 -2.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 54 8.4 +2.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.9 49 11 3.8 -2.1
FTGS First Trust Growth Strength ETF 1.9 60 0 5.0 -0.9
DFLV Dimensional US Large Cap Value ETF 1.9 22 38 8.2 +2.3
DEEP Roundhill Acquirers Deep Value ETF 1.8 80 -20 18.6 +12.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 14 10.6 +4.7
MGMT Ballast Small/Mid Cap ETF 1.8 110 -50 9.4 +3.5
FDM First Trust Dow Jones Select MicroCap Index Fund 1.8 60 0 8.2 +2.3
CCNR ALPS CoreCommodity Natural Resources ETF 1.8 39 21 12.1 +6.2
JOET Virtus Terranova US Quality Momentum ETF 1.8 29 31 4.8 -1.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 11 5.0 -0.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.7 50 10 8.3 +2.4
CGUS Capital Group Core Equity ETF 1.7 33 27 4.6 -1.3
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -30 9.9 +4.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -7 10.5 +4.6
FNK First Trust Mid Cap Value AlphaDEX Fund 1.7 70 -10 11.7 +5.8
TMFX Motley Fool Next Index ETF 1.7 50 10 2.8 -3.1
JGRO JPMorgan Active Growth ETF 1.7 44 16 3.6 -2.3
WDIV SPDR S&P Global Dividend ETF 1.7 40 20 9.7 +3.9
NIXT Research Affiliates Deletions ETF 1.7 9 51 5.8 -0.1
BUL Pacer US Cash Cows Growth ETF 1.7 60 0 6.1 +0.2
MVPA Miller Value Partners Appreciation ETF 1.6 60 0 8.5 +2.6
GLBL Pacer MSCI World Industry Advantage ETF 1.6 65 -5 4.5 -1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 56 6.3 +0.5
ITAN Sparkline Intangible Value ETF 1.6 50 10 6.5 +0.6
IWC iShares Micro-Cap ETF 1.6 60 0 -0.7 -6.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.6 38 22 9.6 +3.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 0 10.1 +4.2
IJS iShares S&P Small-Cap 600 Value ETF 1.5 18 42 10.5 +4.6
VO Vanguard Mid-Cap ETF 1.5 4 56 5.9 +0.0
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 10 5.7 -0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 35 5.3 -0.6
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 11 5.8 -0.1
CGGO Capital Group Global Growth Equity ETF 1.5 47 13 4.9 -1.0
MOO VanEck Agribusiness ETF 1.5 53 7 10.5 +4.6
CVY Invesco Zacks Multi-Asset Income ETF 1.5 106 -46 12.3 +6.4
MOAT VanEck Morningstar Wide Moat ETF 1.5 46 14 5.9 -0.0
ILCG iShares Morningstar Growth ETF 1.5 4 56 3.9 -2.0
CGGR Capital Group Growth ETF 1.5 39 21 3.4 -2.5
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -25 3.6 -2.3
BLCV iShares Large Cap Value Active ETF 1.4 53 7 7.5 +1.6
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 45 10.5 +4.6
FFND Future Fund Active ETF 1.4 100 -40 4.6 -1.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 25 10.7 +4.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 15 45 10.5 +4.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 45 4.8 -1.1
DFUV Dimensional US Marketwide Value ETF 1.4 22 38 8.0 +2.1
IWN iShares Russell 2000 Value ETF 1.4 24 36 8.1 +2.2
WDNA WisdomTree BioRevolution Fund 1.4 45 15 -1.7 -7.6
PTL Inspire 500 ETF 1.4 9 51 5.5 -0.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.4 59 1 9.3 +3.4
VTWV Vanguard Russell 2000 Value ETF 1.4 15 45 8.1 +2.2
LQPE PEO AlphaQuest Thematic PE ETF 1.4 125 -65 6.6 +0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.4 18 42 4.2 -1.7
DIVL Madison Dividend Value ETF 1.4 65 -5 5.8 -0.1
OPTZ Optimize Strategy Index ETF 1.4 50 10 5.1 -0.8
XLSR SPDR SSGA U.S. Sector Rotation ETF 1.4 70 -10 0.0 -5.9
RCGE RockCreek Global Equality ETF 1.3 95 -35 6.4 +0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.3 60 0 5.9 -0.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.3 70 -10 4.8 -1.1
CVAR Cultivar ETF 1.3 87 -27 7.2 +1.3
VCR Vanguard Consumer Discretionary ETF 1.3 10 50 4.6 -1.3
ETHO Etho Climate Leadership U.S. ETF 1.3 47 13 5.6 -0.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.3 59 1 3.9 -2.0
DUSA Davis Select U.S. Equity ETF 1.3 61 -1 7.7 +1.8
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 8 7.0 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 6 7.3 +1.4
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -15 5.1 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.2 18 42 4.9 -1.0
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 15 6.2 +0.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 29 7.1 +1.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 30 8.1 +2.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.2 8 52 4.6 -1.3
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -29 4.5 -1.4
PSET Principal Quality ETF 1.1 15 45 5.4 -0.5
ACES ALPS Clean Energy ETF 1.1 55 5 -3.3 -9.2
FEOE First Eagle Overseas Equity ETF 1.1 79 -19 8.4 +2.5
KROP Global X AgTech & Food Innovation ETF 1.1 50 10 6.3 +0.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 4 12.3 +6.4
TTAC FCF US Quality ETF 1.1 59 1 6.2 +0.3
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 10 7.6 +1.7
PEXL Pacer US Export Leaders ETF 1.1 60 0 5.0 -0.9
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -39 4.2 -1.7
VNSE Natixis Vaughan Nelson Select ETF 1.0 80 -20 5.1 -0.8
DWLD Davis Select Worldwide ETF 1.0 63 -3 7.6 +1.7
RGEF Rockefeller Global Equity ETF 0.9 55 5 5.1 -0.8
LGRO Level Four Large Cap Growth Active ETF 0.9 55 5 3.9 -2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.9 20 40 6.6 +0.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.9 20 40 5.0 -0.9
CHGX AXS Change Finance ESG ETF 0.9 49 11 4.9 -1.0
GGRW Gabelli Growth Innovators ETF 0.9 90 -30 2.5 -3.4
FMDE Fidelity Enhanced Mid Cap ETF 0.8 23 37 5.9 +0.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -5 8.2 +2.3
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 18 7.0 +1.1
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -20 12.6 +6.7
BLES Inspire Global Hope ETF 0.8 61 -1 6.9 +1.0
NANR SPDR S&P North American Natural Resources ETF 0.7 35 25 8.7 +2.8
JGLO JPMorgan Global Select Equity ETF 0.7 33 27 5.1 -0.8
FTWO Strive FAANG 2.0 ETF 0.7 49 11 4.8 -1.1
VOT Vanguard Mid-Cap Growth ETF 0.6 7 53 3.6 -2.3
FBCG Fidelity Blue Chip Growth ETF 0.6 59 1 3.1 -2.8
RPG Invesco S&P 500 Pure Growth ETF 0.6 35 25 3.3 -2.6
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 37 3.4 -2.5
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 32 4.3 -1.6
GNR SPDR S&P Global Natural Resources ETF 0.5 40 20 11.7 +5.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 50 4.5 -1.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 5 10.6 +4.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.4 15 45 4.4 -1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 50 4.5 -1.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 46 5.9 -0.0
BIBL Inspire 100 ETF 0.4 35 25 5.3 -0.6
CZA Invesco Zacks Mid-Cap ETF 0.4 72 -12 6.5 +0.6
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 50 4.8 -1.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -10 8.6 +2.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 48 5.3 -0.6
WRND IQ Global Equity R&D Leaders ETF 0.2 18 42 8.9 +3.0
GINN Goldman Sachs Innovate Equity ETF 0.1 52 8 4.1 -1.8
KOMP SPDR S&P Kensho New Economies Composite ETF 0.1 20 40 3.5 -2.4
FPX First Trust US Equity Opportunities ETF 0.1 61 -1 1.1 -4.8
VEGN US Vegan Climate ETF 0.1 60 0 4.6 -1.3

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 Consumer Staples Momentum ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.8 %
Divided by: Fwd. P/BV 2.9 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.58
 
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.