Invesco Dorsey Wright Healthcare Momentum ETF
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- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
The Invesco DWA Healthcare Momentum Portfolio tracks an index of U.S. healthcare firms selected and weighted by price momentum. |
Category | US Equities |
Fund Sponsor | Invesco PowerShares |
Website | www.powershares.com |
Inception date | Oct 12, 2006 |
Assets (mns) | $146 |
Currency | USD |
Expense ratio | 60 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | BNY Mellon |
Weighting | Momentum |
Index replication | |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 56 |
Wgt avg mkt cap (mns) | $58,942 |
Large cap (>$10bn) | 24.8% |
Mid cap ($2-10bn) | 24.1% |
Small cap (<$2bn) | 51.1% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
BIOHAVEN LTD | 5.5 % |
ELI LILLY & CO | 5.4 % |
UNITEDHEALTH GROUP INC | 4.0 % |
IDEXX LABORATORIES INC | 3.8 % |
MEDPACE HOLDINGS, INC. | 3.8 % |
C4 THERAPEUTICS, INC. | 3.7 % |
CYMABAY THERAPEUTICS, INC. | 3.4 % |
VIKING THERAPEUTICS, INC. | 3.0 % |
ARDELYX INC | 2.8 % |
TENET HEALTHCARE CORP | 2.7 % | Total | 38.1 % |
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UNITED STATES | 89.1 % | |
SWITZERLAND | 1.7 % | |
NETHERLANDS | 1.3 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | -70.8% | -16.3% | -4.2% | 1.8% |
versus... | Beta | R-squared |
S&P500 | 0.61 | 6% |
MSCI EAFE | 0.49 | 4% |
MSCI Emg. Mkts. | -0.07 | 0% |
Recent close | $42.49 |
30d moving avg. | $33.60 |
Annualized volatility | 45.2% |
Short interest (ETF) | 1.2% |
Short interest (Underlying) | 6.8% |
Relative strength (RSI) | 76 |
Avg. volume (thou.) | 18 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.22% |
ADV underlying (mns) | $8,426 |
FINDING ALTERNATIVE FUNDS
Below is a list of 557 potential alternatives to the Invesco Dorsey Wright Healthcare Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with PTH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | PTH | Expense: | 60 bp | ALTAR Score™: | -3.4% |
Ticker | Fund Name |
Overlap1 vs PTH (%) |
Expense ratio (bp) |
Savings vs PTH (bp) |
ALTAR Score™ (%) |
ALTAR vs PTH (%) |
BBC | Virtus LifeSci Biotech Clinical Trials ETF | 20.7 | 79 | -19 | -6.6 | -3.2 |
XBI | SPDR S&P BIOTECH ETF | 20.1 | 35 | 25 | -1.1 | +2.3 |
BTEC | Principal Healthcare Innovators ETF | 18.5 | 42 | 18 | -5.1 | -1.7 |
SBIO | ALPS Medical Breakthroughs ETF | 18.4 | 50 | 10 | -4.8 | -1.4 |
XPH | SPDR S&P Pharmaceuticals ETF | 16.6 | 35 | 25 | 6.8 | +10.2 |
DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 16.0 | 60 | 0 | 1.0 | +4.3 |
MEDI | Harbor Health Care ETF | 15.6 | 80 | -20 | 0.6 | +4.0 |
FHLC | Fidelity MSCI Health Care Index ETF | 14.9 | 8 | 52 | 5.6 | +9.0 |
VHT | Vanguard Health Care ETF | 14.6 | 10 | 50 | 5.4 | +8.8 |
CNCR | Range Cancer Therapeutics ETF | 14.4 | 79 | -19 | -23.0 | -19.7 |
BMED | Future Health ETF | 14.1 | 85 | -25 | 0.5 | +3.9 |
FXH | First Trust Health Care AlphaDEX Fund | 14.1 | 62 | -2 | 6.4 | +9.8 |
IYH | iShares U.S. Healthcare ETF | 13.9 | 40 | 20 | 31.1 | +34.4 |
HELX | Franklin Genomic Advancements ETF | 13.5 | 50 | 10 | 1.8 | +5.2 |
XLV | Health Care Select Sector SPDR Fund | 13.5 | 9 | 51 | 6.8 | +10.2 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 13.3 | 60 | 0 | 8.8 | +12.2 |
IHE | iShares U.S. Pharmaceuticals ETF | 12.8 | 40 | 20 | 23.6 | +27.0 |
IXJ | iShares Global Healthcare ETF | 12.4 | 42 | 18 | 6.0 | +9.4 |
AGNG | Global X Aging Population ETF | 12.0 | 50 | 10 | 3.9 | +7.2 |
IBBQ | Invesco Nasdaq Biotechnology ETF | 11.5 | 19 | 41 | 0.8 | +4.2 |
HART | IQ Healthy Hearts ETF | 11.2 | 45 | 15 | 5.3 | +8.6 |
WDNA | WisdomTree BioRevolution Fund | 10.8 | 45 | 15 | -4.3 | -0.9 |
PINK | Simplify Health Care ETF | 10.5 | 50 | 10 | 3.7 | +7.1 |
XHS | SPDR S&P Health Care Services ETF | 10.3 | 35 | 25 | 6.4 | +9.8 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 10.3 | 75 | -15 | 2.8 | +6.1 |
IHF | iShares U.S. Healthcare Providers ETF | 9.8 | 40 | 20 | 31.1 | +34.4 |
IBB | iShares Biotechnology ETF | 9.3 | 45 | 15 | 0.7 | +4.1 |
CANC | Tema Oncology ETF | 9.1 | 75 | -15 | -4.1 | -0.7 |
RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 9.1 | 40 | 20 | 6.7 | +10.0 |
PBE | Invesco Biotechnology & Genome ETF | 9.1 | 58 | 2 | 0.9 | +4.3 |
PJP | Invesco Pharmaceuticals ETF | 9.0 | 57 | 3 | 8.7 | +12.0 |
SYNB | Putnam BioRevolution ETF | 9.0 | 70 | -10 | 2.9 | +6.3 |
NBDS | Neuberger Berman Disrupters ETF | 8.9 | 55 | 5 | 0.0 | +3.4 |
BBP | Virtus LifeSci Biotech Products ETF | 8.7 | 79 | -19 | -4.5 | -1.2 |
MEDX | Horizon Kinetics Medical ETF | 8.6 | 85 | -25 | -0.2 | +3.2 |
XHE | SPDR S&P Health Care Equipment ETF | 8.1 | 35 | 25 | 1.3 | +4.6 |
IDNA | iShares Genomics Immunology and Healthcare ETF | 7.6 | 47 | 13 | -4.9 | -1.5 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 7.5 | 15 | 45 | 4.7 | +8.1 |
GGRW | Gabelli Growth Innovators ETF | 7.3 | 90 | -30 | 2.0 | +5.4 |
PSCH | Invesco S&P SmallCap Health Care ETF | 7.2 | 29 | 31 | 4.8 | +8.2 |
VFMO | Vanguard U.S. Momentum Factor ETF | 6.9 | 13 | 47 | 2.7 | +6.1 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 6.9 | 55 | 5 | 4.9 | +8.2 |
AIEQ | AI Powered Equity ETF | 6.9 | 75 | -15 | 5.4 | +8.8 |
FCPI | Fidelity Stocks for Inflation ETF | 6.9 | 15 | 45 | 8.7 | +12.0 |
STXD | Strive 1000 Dividend Growth ETF | 6.8 | 35 | 25 | 5.3 | +8.7 |
SPMO | Invesco S&P 500 Momentum ETF | 6.8 | 13 | 47 | 3.9 | +7.3 |
PPH | VanEck Pharmaceutical ETF | 6.8 | 36 | 24 | 9.5 | +12.8 |
HTEC | ROBO Global Healthcare Technology and Innovation ETF | 6.7 | 68 | -8 | 1.1 | +4.4 |
JGRO | JPMorgan Active Growth ETF | 6.6 | 44 | 16 | 3.2 | +6.6 |
GDIV | Harbor Dividend Growth Leaders ETF | 6.5 | 50 | 10 | 6.0 | +9.4 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 6.5 | 20 | 40 | -7.1 | -3.7 |
PDP | Invesco Dorsey Wright Momentum ETF | 6.3 | 62 | -2 | 3.4 | +6.8 |
IHI | iShares U.S. Medical Devices ETF | 6.3 | 40 | 20 | 3.7 | +7.1 |
GURU | Global X Guru Index ETF | 6.2 | 75 | -15 | 3.8 | +7.1 |
QUAL | iShares MSCI USA Quality Factor ETF | 6.1 | 15 | 45 | 5.2 | +8.5 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 6.1 | 75 | -15 | 3.0 | +6.3 |
BBLU | EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF | 6.1 | 15 | 45 | 5.4 | +8.8 |
INNO | Harbor Disruptive Innovation ETF | 6.0 | 75 | -15 | -3.6 | -0.2 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 5.9 | 48 | 12 | 5.9 | +9.3 |
MTUM | iShares MSCI USA Momentum Factor ETF | 5.9 | 15 | 45 | 3.4 | +6.8 |
CGGR | Capital Group Growth ETF | 5.9 | 39 | 21 | 3.3 | +6.6 |
EKG | First Trust Nasdaq Lux Digital Health Solutions ETF | 5.8 | 65 | -5 | -1.0 | +2.4 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 5.8 | 75 | -15 | 4.6 | +8.0 |
FTGS | First Trust Growth Strength ETF | 5.8 | 60 | 0 | 6.1 | +9.5 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 5.8 | 80 | -20 | 5.6 | +8.9 |
CACG | ClearBridge All Cap Growth ESG ETF | 5.8 | 54 | 6 | 3.1 | +6.5 |
IWC | iShares Micro-Cap ETF | 5.7 | 60 | 0 | -4.1 | -0.8 |
SAMT | Strategas Macro Thematic Opportunities ETF | 5.7 | 65 | -5 | 4.0 | +7.3 |
QLV | FlexShares US Quality Low Volatility Index Fund | 5.7 | 22 | 38 | 5.0 | +8.4 |
AMID | Argent Mid Cap ETF Argent Mid Cap ETF | 5.6 | 52 | 8 | 6.9 | +10.2 |
FDMO | Fidelity Momentum Factor ETF | 5.5 | 15 | 45 | 3.4 | +6.7 |
CAML | Congress Large Cap Growth ETF | 5.5 | 66 | -6 | 3.4 | +6.7 |
FBCG | Fidelity Blue Chip Growth ETF | 5.5 | 59 | 1 | 2.3 | +5.7 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 5.4 | 75 | -15 | 2.9 | +6.3 |
VOOG | Vanguard S&P 500 Growth ETF | 5.4 | 10 | 50 | 5.1 | +8.5 |
SANE | Subversive Mental Health ETF | 5.4 | 75 | -15 | 0.4 | +3.8 |
CGGO | Capital Group Global Growth Equity ETF | 5.3 | 47 | 13 | 4.0 | +7.4 |
MBOX | Freedom Day Dividend ETF | 5.3 | 39 | 21 | 7.6 | +11.0 |
DUHP | Dimensional US High Profitability ETF | 5.3 | 21 | 39 | 6.8 | +10.2 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 5.3 | 4 | 56 | 4.0 | +7.4 |
BGIG | Bahl & Gaynor Income Growth ETF | 5.1 | 45 | 15 | 5.3 | +8.6 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 5.0 | 71 | -11 | 0.9 | +4.2 |
FQAL | Fidelity Quality Factor ETF | 5.0 | 15 | 45 | 5.6 | +9.0 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 5.0 | 60 | 0 | 5.1 | +8.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 5.0 | 15 | 45 | 5.9 | +9.2 |
ARKG | ARK Genomic Revolution ETF | 5.0 | 75 | -15 | -8.0 | -4.7 |
GERM | ETFMG Treatments Testing and Advancements ETF | 4.9 | 68 | -8 | -5.7 | -2.4 |
HKND | Humankind US Stock ETF | 4.9 | 11 | 49 | 6.7 | +10.0 |
EDOC | Global X Telemedicine & Digital Health ETF Registered | 4.8 | 68 | -8 | -4.7 | -1.4 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 4.8 | 25 | 35 | 8.7 | +12.1 |
MBCC | Monarch Blue Chips Core ETF | 4.8 | 125 | -65 | 3.1 | +6.4 |
IWO | iShares Russell 2000 Growth ETF | 4.8 | 24 | 36 | 1.4 | +4.8 |
NULG | Nuveen ESG Large-Cap Growth ETF | 4.7 | 26 | 34 | 4.1 | +7.5 |
SHE | SPDR MSCI USA Gender Diversity ETF | 4.7 | 20 | 40 | 4.7 | +8.1 |
VTWG | Vanguard Russell 2000 Growth ETF | 4.7 | 15 | 45 | 1.6 | +5.0 |
IWY | iShares Russell Top 200 Growth ETF | 4.6 | 20 | 40 | 4.5 | +7.9 |
FFND | Future Fund Active ETF | 4.6 | 100 | -40 | 0.2 | +3.5 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 4.6 | 50 | 10 | 4.4 | +7.7 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 4.6 | 30 | 30 | 7.5 | +10.8 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 4.5 | 59 | 1 | 3.1 | +6.5 |
USMC | Principal U.S. Mega-Cap ETF | 4.5 | 12 | 48 | 4.7 | +8.1 |
IWF | iShares Russell 1000 Growth ETF | 4.5 | 19 | 41 | 4.4 | +7.8 |
VONG | Vanguard Russell 1000 Growth ETF | 4.5 | 8 | 52 | 4.5 | +7.9 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 4.4 | 9 | 51 | 4.9 | +8.2 |
FDLO | Fidelity Low Volatility Factor ETF | 4.4 | 15 | 45 | 5.4 | +8.8 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 4.3 | 9 | 51 | 5.5 | +8.9 |
SXQG | ETC 6 Meridian Quality Growth ETF | 4.3 | 100 | -40 | 4.0 | +7.4 |
FMIL | Fidelity New Millennium ETF | 4.3 | 59 | 1 | 4.0 | +7.4 |
XLG | Invesco S&P 500 Top 50 ETF | 4.3 | 20 | 40 | 4.5 | +7.8 |
FBT | First Trust NYSE Arca Biotechnology Index Fund | 4.2 | 56 | 4 | -0.1 | +3.3 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 4.2 | 15 | 45 | 5.7 | +9.1 |
PAWZ | ProShares Pet Care ETF | 4.2 | 50 | 10 | 3.4 | +6.8 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 4.1 | 12 | 48 | 4.6 | +8.0 |
QVAL | Alpha Architect US Quantitative Value ETF | 4.1 | 39 | 21 | 9.8 | +13.2 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 4.1 | 60 | 0 | 9.8 | +13.2 |
ILCG | iShares Morningstar Growth ETF | 4.1 | 4 | 56 | 3.8 | +7.2 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 4.1 | 45 | 15 | 4.5 | +7.9 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 4.1 | 10 | 50 | 4.6 | +7.9 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 4.0 | 16 | 44 | 5.8 | +9.1 |
AFSM | First Trust Active Factor Small Cap ETF | 4.0 | 75 | -15 | 7.8 | +11.1 |
FDRR | Fidelity Dividend ETF for Rising Rates | 4.0 | 15 | 45 | 7.0 | +10.4 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 4.0 | 70 | -10 | 1.7 | +5.1 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 3.9 | 9 | 51 | 3.9 | +7.3 |
CGUS | Capital Group Core Equity ETF | 3.9 | 33 | 27 | 4.6 | +8.0 |
IVW | iShares S&P 500 Growth ETF | 3.9 | 18 | 42 | 4.2 | +7.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 3.9 | 4 | 56 | 4.3 | +7.7 |
FTCS | First Trust Capital Strength ETF | 3.8 | 55 | 5 | 5.3 | +8.7 |
SNPE | Xtrackers S&P 500 ESG ETF | 3.8 | 10 | 50 | 5.1 | +8.5 |
CSMD | Congress SMid Growth ETF | 3.8 | 69 | -9 | 3.8 | +7.2 |
IBRN | iShares Neuroscience and Healthcare ETF | 3.8 | 47 | 13 | -4.3 | -0.9 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 3.8 | 7 | 53 | 5.0 | +8.4 |
FLRG | Fidelity U.S. Multifactor ETF | 3.8 | 15 | 45 | 6.8 | +10.2 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 3.8 | 15 | 45 | 4.7 | +8.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 3.8 | 23 | 37 | 3.6 | +7.0 |
HLAL | Wahed FTSE USA Shariah ETF | 3.8 | 50 | 10 | 4.8 | +8.2 |
STXG | Strive 1000 Growth ETF | 3.7 | 18 | 42 | 4.0 | +7.4 |
JEPI | JPMorgan Equity Premium Income ETF | 3.7 | 35 | 25 | 5.3 | +8.6 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 3.7 | 36 | 24 | 4.5 | +7.9 |
ANEW | ProShares MSCI Transformational Changes ETF | 3.7 | 45 | 15 | 3.2 | +6.6 |
MGK | Vanguard Mega Cap Growth ETF | 3.7 | 7 | 53 | 4.1 | +7.4 |
IUSG | iShares Core S&P U.S. Growth ETF | 3.7 | 4 | 56 | 4.4 | +7.7 |
SPGP | Invesco S&P 500 GARP ETF | 3.7 | 34 | 26 | 8.4 | +11.8 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 3.7 | 28 | 32 | 6.0 | +9.4 |
GDEF | Goldman Sachs Defensive Equity ETF | 3.7 | 55 | 5 | 4.3 | +7.7 |
ESGS | Columbia U.S. ESG Equity Income ETF | 3.7 | 35 | 25 | 6.2 | +9.6 |
FIW | First Trust Water ETF | 3.6 | 53 | 7 | 4.4 | +7.7 |
OEF | iShares S&P 100 ETF | 3.6 | 20 | 40 | 4.8 | +8.2 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 3.6 | 18 | 42 | 4.1 | +7.4 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 3.6 | 29 | 31 | 6.0 | +9.4 |
PSC | Principal U.S. Small-Cap ETF | 3.6 | 38 | 22 | 7.8 | +11.2 |
VEGN | US Vegan Climate ETF | 3.6 | 60 | 0 | 4.4 | +7.8 |
QGRO | American Century U.S. Quality Growth ETF | 3.5 | 29 | 31 | 4.9 | +8.3 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 3.5 | 10 | 50 | 4.6 | +7.9 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 3.5 | 9 | 51 | 5.0 | +8.4 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 3.5 | 95 | -35 | 1.5 | +4.9 |
NULC | Nuveen ESG Large-Cap ETF | 3.5 | 21 | 39 | 5.3 | +8.7 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 3.5 | 6 | 54 | 2.4 | +5.7 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 3.5 | 10 | 50 | 5.3 | +8.6 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 3.5 | 60 | 0 | 6.7 | +10.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 3.5 | 12 | 48 | 5.5 | +8.8 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 3.5 | 12 | 48 | 4.3 | +7.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 3.4 | 65 | -5 | 4.1 | +7.5 |
EDOW | First Trust Dow 30 Equal Weight ETF | 3.4 | 50 | 10 | 6.4 | +9.7 |
HLGE | Hartford Longevity Economy ETF | 3.4 | 44 | 16 | 6.3 | +9.7 |
ESGV | Vanguard ESG U.S. Stock ETF | 3.4 | 9 | 51 | 4.8 | +8.2 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 3.4 | 20 | 40 | 4.9 | +8.3 |
ARB | AltShares Merger Arbitrage ETF | 3.4 | 77 | -17 | 0.6 | +3.9 |
FDG | American Century Focused Dynamic Growth ETF | 3.4 | 45 | 15 | 2.5 | +5.8 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 3.4 | 13 | 47 | 5.2 | +8.6 |
MGC | Vanguard Mega Cap ETF | 3.3 | 7 | 53 | 4.9 | +8.2 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 3.3 | 18 | 42 | 6.1 | +9.5 |
IWL | iShares Russell Top 200 ETF | 3.3 | 15 | 45 | 4.8 | +8.2 |
XSMO | Invesco S&P SmallCap Momentum ETF | 3.3 | 39 | 21 | 7.3 | +10.7 |
ESGU | iShares ESG Aware MSCI USA ETF | 3.3 | 15 | 45 | 5.0 | +8.3 |
XVV | iShares ESG Screened S&P 500 ETF | 3.3 | 8 | 52 | 4.9 | +8.3 |
DSTL | Distillate US Fundamental Stability & Value ETF | 3.3 | 39 | 21 | 7.5 | +10.9 |
DRUP | GraniteShares Nasdaq Select Disruptors ETF | 3.3 | 60 | 0 | 3.7 | +7.0 |
PWB | Invesco Large Cap Growth ETF | 3.2 | 56 | 4 | 3.0 | +6.3 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.2 | 10 | 50 | 5.6 | +8.9 |
USMV | iShares MSCI USA Min Vol Factor ETF | 3.2 | 15 | 45 | 5.9 | +9.3 |
VUG | Vanguard Growth ETF | 3.2 | 4 | 56 | 4.0 | +7.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 3.2 | 10 | 50 | 4.9 | +8.3 |
IWM | iShares Russell 2000 ETF | 3.2 | 19 | 41 | 3.6 | +7.0 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 3.2 | 45 | 15 | 4.4 | +7.8 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 3.2 | 80 | -20 | 5.0 | +8.4 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.2 | 29 | 31 | 4.9 | +8.2 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 3.1 | 80 | -20 | 4.4 | +7.8 |
SUSL | iShares ESG MSCI USA Leaders ETF | 3.1 | 10 | 50 | 4.9 | +8.2 |
APUE | ActivePassive U.S. Equity ETF | 3.1 | 45 | 15 | 4.9 | +8.2 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 3.1 | 14 | 46 | 6.0 | +9.3 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 3.1 | 9 | 51 | 5.0 | +8.3 |
VFQY | Vanguard U.S. Quality Factor ETF | 3.1 | 13 | 47 | 6.8 | +10.2 |
QLC | FlexShares US Quality Large Cap Index Fund | 3.1 | 25 | 35 | 5.4 | +8.8 |
ROUS | Hartford Multifactor US Equity ETF | 3.1 | 19 | 41 | 6.2 | +9.6 |
VTWO | Vanguard Russell 2000 ETF | 3.1 | 10 | 50 | 3.8 | +7.1 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 3.1 | 9 | 51 | 5.6 | +9.0 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 3.1 | 32 | 28 | 5.0 | +8.4 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 3.1 | 20 | 40 | 4.9 | +8.3 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 3.0 | 0 | 60 | 5.1 | +8.4 |
QWLD | SPDR MSCI World StrategicFactors ETF | 3.0 | 30 | 30 | 5.9 | +9.2 |
VOTE | TCW Transform 500 ETF | 3.0 | 5 | 55 | 5.0 | +8.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 3.0 | 7 | 53 | 5.0 | +8.4 |
VV | Vanguard Large-Cap ETF | 3.0 | 4 | 56 | 5.0 | +8.4 |
STXK | Strive Small-Cap ETF | 3.0 | 18 | 42 | 5.1 | +8.5 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 3.0 | 35 | 25 | 7.1 | +10.5 |
STRV | Strive 500 ETF | 3.0 | 5 | 55 | 5.0 | +8.4 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 3.0 | 11 | 49 | 5.0 | +8.4 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 3.0 | 58 | 2 | 4.4 | +7.7 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 3.0 | 35 | 25 | 4.6 | +8.0 |
AVSC | Avantis U.S Small Cap Equity ETF | 3.0 | 25 | 35 | 5.3 | +8.6 |
MGV | Vanguard Mega Cap Value ETF | 3.0 | 7 | 53 | 6.7 | +10.1 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 3.0 | 65 | -5 | 9.3 | +12.6 |
VOO | Vanguard S&P 500 ETF | 3.0 | 3 | 57 | 5.1 | +8.5 |
ISMD | Inspire Small/Mid Cap ETF | 3.0 | 54 | 6 | 6.0 | +9.4 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 3.0 | 2 | 58 | 5.1 | +8.4 |
SPY | SPDR S&P 500 ETF Trust | 3.0 | 9 | 51 | 5.1 | +8.4 |
IVV | iShares Core S&P 500 ETF | 3.0 | 3 | 57 | 5.1 | +8.5 |
CSML | IndexIQ ETF Trust IQ U.S. Small Cap ETF | 3.0 | 35 | 25 | 5.3 | +8.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 3.0 | 2 | 58 | 5.1 | +8.5 |
FSMD | Fidelity Small-Mid Multifactor ETF | 2.9 | 15 | 45 | 7.2 | +10.6 |
LRGF | iShares U.S. Equity Factor ETF | 2.9 | 8 | 52 | 5.7 | +9.1 |
ROSC | Hartford Multifactor Small Cap ETF | 2.9 | 34 | 26 | 10.0 | +13.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.9 | 3 | 57 | 5.1 | +8.4 |
VTI | Vanguard Total Stock Market ETF | 2.9 | 3 | 57 | 4.9 | +8.3 |
VIG | Vanguard Dividend Appreciation ETF | 2.9 | 6 | 54 | 5.6 | +9.0 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.9 | 14 | 46 | 5.2 | +8.5 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 2.9 | 60 | 0 | 5.8 | +9.2 |
IWV | iShares Russell 3000 ETF | 2.9 | 20 | 40 | 4.8 | +8.2 |
VTHR | Vanguard Russell 3000 ETF | 2.9 | 10 | 50 | 4.9 | +8.3 |
ACSI | American Customer Satisfaction ETF | 2.9 | 65 | -5 | 5.0 | +8.4 |
VONE | Vanguard Russell 1000 ETF | 2.9 | 8 | 52 | 5.0 | +8.4 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.9 | 64 | -4 | 1.9 | +5.3 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.9 | 11 | 49 | 5.0 | +8.4 |
IWB | iShares Russell 1000 ETF | 2.9 | 15 | 45 | 4.9 | +8.3 |
PBUS | Invesco MSCI USA ETF | 2.9 | 4 | 56 | 5.1 | +8.5 |
JHDV | John Hancock U.S. High Dividend ETF | 2.9 | 34 | 26 | 6.3 | +9.7 |
FDHT | Fidelity Digital Health ETF | 2.8 | 39 | 21 | -2.3 | +1.0 |
RVRB | Reverb ETF | 2.8 | 30 | 30 | 4.8 | +8.2 |
FPX | First Trust US Equity Opportunities ETF | 2.8 | 61 | -1 | 0.6 | +3.9 |
DFUS | Dimensional U.S. Equity ETF | 2.8 | 9 | 51 | 5.0 | +8.3 |
VOT | Vanguard Mid-Cap Growth ETF | 2.8 | 7 | 53 | 4.0 | +7.4 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.8 | 3 | 57 | 5.0 | +8.3 |
IQM | Franklin Intelligent Machines ETF | 2.8 | 50 | 10 | 2.9 | +6.3 |
DFSU | Dimensional US Sustainability Core 1 ETF | 2.8 | 18 | 42 | 5.5 | +8.9 |
SCHX | Schwab U.S. Large-Cap ETF | 2.8 | 3 | 57 | 5.1 | +8.4 |
SCHK | Schwab 1000 Index ETF | 2.8 | 5 | 55 | 5.1 | +8.5 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2.8 | 3 | 57 | 5.2 | +8.6 |
VTV | Vanguard Value ETF | 2.8 | 4 | 56 | 6.9 | +10.3 |
IYY | iShares Dow Jones U.S. ETF | 2.8 | 20 | 40 | 4.9 | +8.2 |
TXS | Texas Capital Texas Equity Index ETF | 2.8 | 49 | 11 | 5.5 | +8.8 |
BKWO | BNY Mellon Women's Opportunities ETF | 2.8 | 50 | 10 | 3.5 | +6.9 |
SCHB | Schwab U.S. Broad Market ETF | 2.8 | 3 | 57 | 5.0 | +8.4 |
LCF | Touchstone US Large Cap Focused ETF | 2.7 | 69 | -9 | 4.3 | +7.7 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.7 | 18 | 42 | 6.6 | +10.0 |
DFAU | Dimensional US Core Equity Market ETF | 2.7 | 12 | 48 | 5.2 | +8.6 |
VUSE | Vident U.S. Equity Strategy ETF | 2.7 | 50 | 10 | 4.5 | +7.9 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 2.7 | 75 | -15 | 4.2 | +7.6 |
JHSC | John Hancock Multifactor Small Cap ETF | 2.7 | 42 | 18 | 6.1 | +9.4 |
NUSC | Nuveen ESG Small-Cap ETF | 2.7 | 31 | 29 | 5.0 | +8.4 |
ISCB | iShares Morningstar Small-Cap ETF | 2.6 | 4 | 56 | 5.2 | +8.6 |
ADME | Aptus Drawdown Managed Equity ETF | 2.6 | 79 | -19 | 4.3 | +7.6 |
SUSA | iShares MSCI USA ESG Select ETF | 2.6 | 25 | 35 | 5.0 | +8.4 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2.6 | 17 | 43 | 5.5 | +8.9 |
GFGF | Guru Favorite Stocks ETF Guru Favorite Stocks Fund | 2.5 | 65 | -5 | 3.6 | +7.0 |
OALC | OneAscent Large Cap Core ETF | 2.5 | 86 | -26 | 5.8 | +9.1 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 2.5 | 20 | 40 | 4.5 | +7.8 |
RAFE | PIMCO RAFI ESG U.S. ETF | 2.5 | 29 | 31 | 6.9 | +10.3 |
DGRO | iShares Core Dividend Growth ETF | 2.5 | 8 | 52 | 6.4 | +9.8 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 2.5 | 25 | 35 | 5.5 | +8.9 |
WCEO | Hypatia Women CEO ETF | 2.5 | 85 | -25 | 5.7 | +9.1 |
CHGX | AXS Change Finance ESG ETF | 2.5 | 49 | 11 | 4.8 | +8.2 |
AFMC | First Trust Active Factor Mid Cap ETF | 2.5 | 65 | -5 | 7.5 | +10.9 |
IOO | iShares Global 100 ETF | 2.5 | 41 | 19 | 4.7 | +8.0 |
CBSE | Clough Select Equity ETF | 2.5 | 85 | -25 | -1.3 | +2.1 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 2.5 | 17 | 43 | 5.4 | +8.8 |
PFM | Invesco Dividend Achievers ETF | 2.4 | 53 | 7 | 5.6 | +9.0 |
BBH | VanEck Biotech ETF | 2.4 | 35 | 25 | 5.6 | +8.9 |
KONG | Formidable Fortress ETF | 2.4 | 89 | -29 | 5.9 | +9.3 |
VIRS | Pacer BioThreat Strategy ETF | 2.4 | 70 | -10 | 5.6 | +9.0 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 2.4 | 75 | -15 | 4.6 | +7.9 |
JHML | John Hancock Multifactor Large Cap ETF | 2.4 | 29 | 31 | 5.4 | +8.8 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 2.4 | 61 | -1 | 7.1 | +10.5 |
ULVM | VictoryShares US Value Momentum ETF | 2.4 | 20 | 40 | 7.2 | +10.6 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 2.3 | 18 | 42 | 6.7 | +10.1 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2.3 | 15 | 45 | 6.8 | +10.1 |
GINN | Goldman Sachs Innovate Equity ETF | 2.3 | 52 | 8 | 2.8 | +6.1 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 2.3 | 42 | 18 | 4.9 | +8.3 |
RWL | Invesco S&P 500 Revenue ETF | 2.3 | 39 | 21 | 6.5 | +9.8 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.3 | 26 | 34 | 7.1 | +10.4 |
RFFC | ALPS Active Equity Opportunity ETF | 2.3 | 48 | 12 | 4.4 | +7.8 |
SCHA | Schwab U.S. Small-Cap ETF | 2.3 | 4 | 56 | 4.8 | +8.1 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.2 | 12 | 48 | 4.9 | +8.3 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 2.2 | 37 | 23 | 4.7 | +8.1 |
VBK | Vanguard Small-Cap Growth ETF | 2.2 | 7 | 53 | 1.4 | +4.8 |
SFY | SoFi Select 500 ETF | 2.2 | 0 | 60 | 5.0 | +8.4 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 2.2 | 20 | 40 | 6.6 | +10.0 |
TMFC | Motley Fool 100 Index ETF | 2.2 | 50 | 10 | 3.7 | +7.1 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 2.2 | 28 | 32 | 6.1 | +9.5 |
AVUS | Avantis U.S. Equity ETF | 2.2 | 15 | 45 | 5.9 | +9.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 2.2 | 9 | 51 | 5.3 | +8.7 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 2.2 | 40 | 20 | 3.8 | +7.2 |
GLOF | iShares Global Equity Factor ETF | 2.2 | 20 | 40 | 7.1 | +10.4 |
TOK | iShares MSCI Kokusai ETF | 2.1 | 26 | 34 | 5.1 | +8.5 |
ARKK | ARK Innovation ETF | 2.1 | 75 | -15 | -4.6 | -1.2 |
ACVF | American Conservative Values ETF | 2.1 | 75 | -15 | 4.2 | +7.6 |
IUS | Invesco RAFI Strategic US ETF | 2.1 | 19 | 41 | 7.1 | +10.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.1 | 6 | 54 | 4.1 | +7.4 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 2.1 | 20 | 40 | 6.6 | +9.9 |
XMHQ | Invesco S&P MidCap Quality ETF | 2.1 | 25 | 35 | 6.2 | +9.6 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 2.1 | 7 | 53 | 9.6 | +13.0 |
FLDZ | RiverNorth Patriot ETF | 2.0 | 75 | -15 | 5.8 | +9.2 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 2.0 | 4 | 56 | 5.5 | +8.9 |
URTH | iShares MSCI World ETF | 2.0 | 24 | 36 | 5.2 | +8.6 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 2.0 | 39 | 21 | 4.2 | +7.6 |
BFOR | ALPS Barron's 400 ETF | 2.0 | 65 | -5 | 7.2 | +10.6 |
ROE | Astoria US Quality Kings ETF | 2.0 | 49 | 11 | 7.7 | +11.0 |
MDEV | First Trust Indxx Medical Devices ETF | 2.0 | 70 | -10 | 3.4 | +6.8 |
SNSR | Global X Internet of Things ETF | 2.0 | 68 | -8 | 3.6 | +7.0 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.0 | 80 | -20 | 3.2 | +6.6 |
EQWL | Invesco S&P 100 Equal Weight ETF | 2.0 | 25 | 35 | 6.5 | +9.8 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 1.9 | 60 | 0 | 6.0 | +9.4 |
PSET | Principal Quality ETF | 1.9 | 15 | 45 | 5.4 | +8.8 |
IVE | iShares S&P 500 Value ETF | 1.9 | 18 | 42 | 6.5 | +9.9 |
TOLL | Tema Monopolies and Oligopolies ETF | 1.9 | 75 | -15 | 2.3 | +5.6 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.9 | 28 | 32 | 6.4 | +9.8 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 1.9 | 4 | 56 | 6.7 | +10.0 |
JFWD | Jacob Forward ETF | 1.9 | 75 | -15 | -4.1 | -0.7 |
DFAS | Dimensional U.S. Small Cap ETF | 1.9 | 26 | 34 | 5.9 | +9.3 |
BIBL | Inspire 100 ETF | 1.9 | 35 | 25 | 4.6 | +8.0 |
EPS | WisdomTree U.S. LargeCap Fund | 1.9 | 8 | 52 | 6.1 | +9.5 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 1.9 | 35 | 25 | 5.3 | +8.6 |
IUSV | iShares Core S&P US Value ETF | 1.8 | 4 | 56 | 6.7 | +10.1 |
JAVA | JPMorgan Active Value ETF | 1.8 | 44 | 16 | 6.5 | +9.9 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.8 | 20 | 40 | 5.3 | +8.7 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 1.8 | 49 | 11 | 5.7 | +9.0 |
DVND | Touchstone Dividend Select ETF | 1.8 | 67 | -7 | 6.2 | +9.5 |
RUFF | Alpha Dog ETF | 1.8 | 94 | -34 | 4.6 | +8.0 |
ACWI | iShares MSCI ACWI ETF | 1.8 | 32 | 28 | 5.3 | +8.7 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 1.8 | 25 | 35 | 5.9 | +9.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.8 | 9 | 51 | 5.5 | +8.8 |
VT | Vanguard Total World Stock ETF | 1.8 | 7 | 53 | 5.0 | +8.3 |
PRF | Invesco FTSE RAFI US 1000 ETF | 1.7 | 39 | 21 | 6.5 | +9.9 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 1.7 | 35 | 25 | 9.5 | +12.8 |
TTAC | FCF US Quality ETF | 1.7 | 59 | 1 | 6.3 | +9.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 1.7 | 60 | 0 | 5.2 | +8.5 |
VXF | Vanguard Extended Market ETF | 1.7 | 6 | 54 | 3.8 | +7.2 |
FBCV | Fidelity Blue Chip Value ETF | 1.7 | 59 | 1 | 7.0 | +10.3 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 1.7 | 39 | 21 | 4.1 | +7.5 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.7 | 49 | 11 | 4.8 | +8.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.7 | 7 | 53 | 5.6 | +9.0 |
MOO | VanEck Agribusiness ETF | 1.7 | 53 | 7 | 9.2 | +12.6 |
WRND | IQ Global Equity R&D Leaders ETF | 1.6 | 18 | 42 | 6.9 | +10.3 |
GNOM | Global X Genomics & Biotechnology ETF | 1.6 | 50 | 10 | -4.6 | -1.3 |
ILCV | iShares Morningstar Value ETF | 1.6 | 4 | 56 | 6.6 | +10.0 |
NVIR | Horizon Kinetics Energy and Remediation ETF | 1.6 | 85 | -25 | 2.2 | +5.5 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.6 | 18 | 42 | 7.5 | +10.9 |
FVAL | Fidelity Value Factor ETF | 1.6 | 15 | 45 | 6.9 | +10.3 |
JVAL | JPMorgan U.S. Value Factor ETF | 1.6 | 12 | 48 | 8.2 | +11.5 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 1.6 | 75 | -15 | 3.6 | +7.0 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 1.6 | 29 | 31 | 7.9 | +11.2 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.6 | 6 | 54 | 8.1 | +11.5 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.6 | 25 | 35 | 6.8 | +10.2 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 1.6 | 12 | 48 | 7.4 | +10.8 |
IPDP | Dividend Performers ETF | 1.6 | 122 | -62 | 4.6 | +8.0 |
HDUS | Hartford Disciplined US Equity ETF | 1.6 | 19 | 41 | 6.1 | +9.4 |
SMDY | Syntax Stratified MidCap ETF | 1.6 | 35 | 25 | 6.1 | +9.5 |
IWN | iShares Russell 2000 Value ETF | 1.6 | 24 | 36 | 5.7 | +9.1 |
XT | iShares Exponential Technologies ETF | 1.5 | 46 | 14 | 3.7 | +7.1 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 1.5 | 25 | 35 | 7.0 | +10.4 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.5 | 25 | 35 | 6.8 | +10.2 |
VLU | SPDR S&P 1500 Value Tilt ETF | 1.5 | 12 | 48 | 7.1 | +10.4 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 1.5 | 60 | 0 | 5.4 | +8.7 |
VB | Vanguard Small-Cap ETF | 1.5 | 5 | 55 | 5.3 | +8.6 |
VTWV | Vanguard Russell 2000 Value ETF | 1.5 | 15 | 45 | 5.8 | +9.2 |
ECML | Euclidean Fundamental Value ETF | 1.5 | 95 | -35 | 8.9 | +12.3 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.5 | 15 | 45 | 6.8 | +10.2 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.5 | 60 | 0 | 4.2 | +7.6 |
KRMA | Global X Conscious Companies ETF | 1.5 | 43 | 17 | 5.5 | +8.9 |
QQQ | Invesco QQQ Trust Series I | 1.5 | 20 | 40 | 4.5 | +7.8 |
QQQM | Invesco NASDAQ 100 ETF | 1.5 | 15 | 45 | 4.5 | +7.9 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.5 | 4 | 56 | 6.0 | +9.4 |
QQMG | Invesco ESG NASDAQ 100 ETF | 1.5 | 20 | 40 | 4.5 | +7.9 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 1.5 | 15 | 45 | 5.9 | +9.3 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.5 | 35 | 25 | 9.2 | +12.6 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 1.4 | 50 | 10 | 6.7 | +10.0 |
SRHQ | SRH U.S. Quality ETF | 1.4 | 35 | 25 | 7.7 | +11.1 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.4 | 108 | -48 | 4.0 | +7.4 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.4 | 59 | 1 | 2.6 | +6.0 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 1.4 | 39 | 21 | 11.0 | +14.4 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 1.4 | 30 | 30 | 7.6 | +11.0 |
VFMF | Vanguard U.S. Multifactor ETF | 1.4 | 18 | 42 | 8.5 | +11.8 |
AFLG | First Trust Active Factor Large Cap ETF | 1.4 | 55 | 5 | 6.0 | +9.4 |
CAFG | Pacer US Small Cap Cash Cows Growth Leaders ETF | 1.4 | 59 | 1 | 9.0 | +12.4 |
IWR | iShares Russell Midcap ETF | 1.4 | 19 | 41 | 5.5 | +8.9 |
PWV | Invesco Large Cap Value ETF | 1.4 | 55 | 5 | 7.9 | +11.3 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 1.4 | 39 | 21 | 8.9 | +12.3 |
RUNN | Running Oak Efficient Growth ETF | 1.4 | 58 | 2 | 4.6 | +8.0 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 1.4 | 12 | 48 | 7.6 | +11.0 |
DGT | SPDR Global Dow ETF | 1.4 | 50 | 10 | 6.6 | +9.9 |
VO | Vanguard Mid-Cap ETF | 1.4 | 4 | 56 | 5.7 | +9.1 |
XSHQ | Invesco S&P SmallCap Quality ETF | 1.3 | 29 | 31 | 9.7 | +13.1 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.3 | 15 | 45 | 8.1 | +11.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.3 | 39 | 21 | 8.3 | +11.7 |
IJR | iShares Core S&P Small Cap ETF | 1.3 | 6 | 54 | 8.0 | +11.3 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.3 | 3 | 57 | 8.0 | +11.4 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 1.3 | 29 | 31 | 9.1 | +12.4 |
ICAP | InfraCap Equity Income Fund ETF | 1.3 | 171 | -111 | 6.8 | +10.1 |
SSPY | Syntax Stratified LargeCap ETF | 1.3 | 30 | 30 | 6.4 | +9.7 |
QGRW | WisdomTree U.S. Quality Growth Fund | 1.3 | 28 | 32 | 4.3 | +7.7 |
QDF | FlexShares Quality Dividend Index Fund | 1.3 | 37 | 23 | 4.9 | +8.3 |
CGDV | Capital Group Dividend Value ETF | 1.3 | 33 | 27 | 5.7 | +9.0 |
BUZZ | VanEck Social Sentiment ETF | 1.3 | 75 | -15 | 0.1 | +3.5 |
USMF | WisdomTree U.S. Multifactor Fund | 1.3 | 28 | 32 | 6.7 | +10.1 |
SFYX | SoFi Next 500 ETF | 1.3 | 0 | 60 | 5.5 | +8.8 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 1.3 | 15 | 45 | 7.5 | +10.8 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.2 | 12 | 48 | 7.5 | +10.9 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.2 | 10 | 50 | 7.8 | +11.1 |
IWX | iShares Russell Top 200 Value ETF | 1.2 | 20 | 40 | 6.4 | +9.8 |
USXF | iShares ESG Advanced MSCI USA ETF | 1.2 | 10 | 50 | 4.7 | +8.1 |
PSIL | AdvisorShares Psychedelics ETF | 1.2 | 99 | -39 | 0.0 | +3.4 |
SSLY | Syntax Stratified SmallCap ETF | 1.2 | 40 | 20 | 7.4 | +10.8 |
RPG | Invesco S&P 500 Pure Growth ETF | 1.2 | 35 | 25 | 3.3 | +6.6 |
ETHO | Etho Climate Leadership U.S. ETF | 1.2 | 47 | 13 | 3.9 | +7.2 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 1.2 | 21 | 39 | 3.7 | +7.0 |
EZM | WisdomTree U.S. MidCap Fund | 1.2 | 38 | 22 | 8.2 | +11.5 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 1.2 | 30 | 30 | 9.1 | +12.4 |
RSP | Invesco S&P 500 Equal Weight ETF | 1.2 | 20 | 40 | 6.0 | +9.4 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 1.2 | 9 | 51 | 5.7 | +9.1 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 1.2 | 40 | 20 | 5.8 | +9.1 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 1.2 | 35 | 25 | 5.8 | +9.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.2 | 24 | 36 | 7.7 | +11.1 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.2 | 4 | 56 | 5.9 | +9.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.2 | 29 | 31 | 7.3 | +10.7 |
GSPY | Gotham Enhanced 500 ETF | 1.1 | 50 | 10 | 5.2 | +8.6 |
SQLV | Royce Quant Small-Cap Quality Value ETF | 1.1 | 60 | 0 | 8.9 | +12.3 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.1 | 15 | 45 | 6.0 | +9.4 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.1 | 24 | 36 | 7.9 | +11.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 1.1 | 19 | 41 | 6.3 | +9.7 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 1.1 | 35 | 25 | 7.3 | +10.7 |
XDAT | Franklin Exponential Data ETF | 1.1 | 50 | 10 | 2.6 | +6.0 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 1.1 | 59 | 1 | 5.4 | +8.8 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 1.1 | 20 | 40 | 5.0 | +8.3 |
COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | 1.0 | 49 | 11 | 5.1 | +8.5 |
SCHM | Schwab U.S. Mid-Cap ETF | 1.0 | 4 | 56 | 6.1 | +9.5 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 1.0 | 20 | 40 | 6.2 | +9.6 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 1.0 | 58 | 2 | 5.2 | +8.6 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 1.0 | 52 | 8 | 5.3 | +8.6 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | 0 | 5.2 | +8.6 |
FLLV | Franklin U.S. Low Volatility ETF | 1.0 | 29 | 31 | 5.7 | +9.1 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 1.0 | 12 | 48 | 6.6 | +9.9 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 1.0 | 15 | 45 | 8.8 | +12.1 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 1.0 | 59 | 1 | 11.2 | +14.6 |
VAMO | Cambria Value & Momentum ETF | 1.0 | 61 | -1 | 10.2 | +13.5 |
DTEC | ALPS Disruptive Technologies ETF | 1.0 | 50 | 10 | 3.5 | +6.9 |
EUSA | iShares MSCI USA Equal Weighted ETF | 1.0 | 9 | 51 | 5.9 | +9.2 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.0 | 15 | 45 | 6.8 | +10.2 |
VBR | Vanguard Small Cap Value ETF | 1.0 | 7 | 53 | 8.1 | +11.5 |
SIZE | iShares MSCI USA Size Factor ETF | 0.9 | 15 | 45 | 5.8 | +9.2 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 0.9 | 15 | 45 | 8.3 | +11.7 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 0.9 | 18 | 42 | 8.2 | +11.6 |
VONV | Vanguard Russell 1000 Value ETF | 0.9 | 8 | 52 | 6.6 | +10.0 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.9 | 15 | 45 | 6.2 | +9.5 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 0.9 | 75 | -15 | 4.7 | +8.0 |
IWD | iShares Russell 1000 Value ETF | 0.9 | 19 | 41 | 6.5 | +9.8 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 0.9 | 20 | 40 | 6.0 | +9.4 |
MDY | SPDR S&P Midcap 400 ETF Trust | 0.9 | 23 | 37 | 6.6 | +9.9 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 0.9 | 20 | 40 | 6.9 | +10.3 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 0.9 | 31 | 29 | 3.4 | +6.7 |
PRAY | FIS Christian Stock Fund | 0.9 | 69 | -9 | 5.7 | +9.1 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0.9 | 10 | 50 | 6.8 | +10.2 |
STXV | Strive 1000 Value ETF | 0.9 | 18 | 42 | 7.8 | +11.2 |
FDVV | Fidelity High Dividend ETF | 0.9 | 15 | 45 | 8.5 | +11.9 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.9 | 20 | 40 | 7.7 | +11.1 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.9 | 29 | 31 | 5.0 | +8.3 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 0.9 | 3 | 57 | 6.8 | +10.2 |
IJH | iShares Core S&P Mid-Cap ETF | 0.9 | 5 | 55 | 33.9 | +37.3 |
WISE | Themes Generative Artificial Intelligence ETF | 0.9 | 35 | 25 | 1.7 | +5.0 |
EES | WisdomTree U.S. SmallCap Fund | 0.9 | 38 | 22 | 10.1 | +13.5 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | 35 | 4.7 | +8.0 |
DEUS | Xtrackers Russell US Multifactor ETF | 0.8 | 17 | 43 | 6.9 | +10.2 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 0.8 | 15 | 45 | 7.3 | +10.7 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 0.8 | 15 | 45 | 7.6 | +11.0 |
DFSV | Dimensional US Small Cap Value ETF | 0.8 | 31 | 29 | 8.8 | +12.2 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.8 | 15 | 45 | 4.5 | +7.9 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 0.8 | 17 | 43 | 5.5 | +8.9 |
SMOT | VanEck Morningstar SMID Moat ETF | 0.8 | 49 | 11 | 7.0 | +10.4 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 0.8 | 15 | 45 | 5.5 | +8.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 0.8 | 42 | 18 | 6.4 | +9.8 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 0.8 | 89 | -29 | 8.9 | +12.3 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 0.8 | 90 | -30 | 0.0 | +3.4 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.8 | 25 | 35 | 6.6 | +10.0 |
LRNZ | TrueShares Technology, AI & Deep Learning ETF | 0.8 | 69 | -9 | -1.2 | +2.2 |
WTAI | WisdomTree Artificial Intelligence and Innovation Fund | 0.8 | 45 | 15 | 1.2 | +4.6 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 0.8 | 39 | 21 | 8.3 | +11.7 |
VALQ | American Century U.S. Quality Value ETF | 0.8 | 29 | 31 | 7.1 | +10.5 |
KOMP | SPDR S&P Kensho New Economies Composite ETF | 0.8 | 20 | 40 | 2.0 | +5.4 |
GVLU | Gotham 1000 Value ETF | 0.7 | 50 | 10 | 7.4 | +10.8 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 0.7 | 59 | 1 | 8.2 | +11.5 |
LVOL | American Century Low Volatility ETF | 0.7 | 29 | 31 | 5.1 | +8.4 |
GK | AdvisorShares Gerber Kawasaki ETF | 0.7 | 75 | -15 | 2.9 | +6.3 |
CGV | Conductor Global Equity Value ETF | 0.7 | 130 | -70 | 10.2 | +13.6 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.7 | 30 | 30 | 11.0 | +14.4 |
REVS | Columbia Research Enhanced Value ETF | 0.7 | 19 | 41 | 7.6 | +11.0 |
CSF | VictoryShares US Discovery Enhanced Volatility Wtd ETF | 0.6 | 42 | 18 | 7.4 | +10.8 |
SQEW | LeaderShares Equity Skew ETF | 0.6 | 81 | -21 | 6.0 | +9.4 |
CSA | VictoryShares US Small Cap Volatility Wtd ETF | 0.6 | 35 | 25 | 7.5 | +10.9 |
DFUV | Dimensional US Marketwide Value ETF | 0.6 | 22 | 38 | 7.4 | +10.8 |
DFLV | Dimensional US Large Cap Value ETF | 0.6 | 22 | 38 | 7.8 | +11.1 |
SMMD | iShares Russell 2500 ETF | 0.6 | 15 | 45 | 5.9 | +9.2 |
TPSC | Timothy Plan US Small Cap Core ETF | 0.6 | 52 | 8 | 7.5 | +10.9 |
FVD | First Trust Value Line Dividend Index Fund | 0.6 | 65 | -5 | 5.9 | +9.2 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.5 | 28 | 32 | 8.2 | +11.5 |
WTV | WisdomTree US Value Fund of Benef Interest | 0.5 | 12 | 48 | 8.5 | +11.8 |
AVLV | Avantis U.S. Large Cap Value ETF | 0.5 | 15 | 45 | 7.4 | +10.8 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 0.5 | 15 | 45 | 5.0 | +8.4 |
BLES | Inspire Global Hope ETF | 0.5 | 61 | -1 | 6.2 | +9.5 |
AOTG | AOT Growth and Innovation ETF | 0.5 | 75 | -15 | 2.9 | +6.2 |
DSMC | Distillate Small/Mid Cash Flow ETF | 0.5 | 55 | 5 | 11.5 | +14.9 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 0.5 | 50 | 10 | 8.1 | +11.5 |
VFVA | Vanguard U.S. Value Factor ETF | 0.5 | 13 | 47 | 10.6 | +14.0 |
RECS | Columbia Research Enhanced Core ETF | 0.5 | 15 | 45 | 5.4 | +8.8 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.4 | 67 | -7 | 9.3 | +12.7 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.4 | 39 | 21 | 9.3 | +12.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.4 | 34 | 26 | 5.0 | +8.4 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.4 | 70 | -10 | 3.7 | +7.1 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.4 | 49 | 11 | 5.8 | +9.2 |
DSI | iShares MSCI KLD 400 Social ETF | 0.4 | 25 | 35 | 4.9 | +8.3 |
IWS | iShares Russell Mid-Cap Value ETF | 0.4 | 23 | 37 | 6.5 | +9.8 |
PKW | Invesco Buyback Achievers ETF | 0.4 | 62 | -2 | 7.8 | +11.2 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | 10 | 3.2 | +6.6 |
HAP | VanEck Natural Resources ETF | 0.3 | 50 | 10 | 8.6 | +12.0 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.3 | 27 | 33 | 7.6 | +11.0 |
PPTY | US Diversified Real Estate ETF | 0.3 | 53 | 7 | 6.7 | +10.0 |
BTEK | Future Tech ETF | 0.3 | 88 | -28 | 2.2 | +5.6 |
IAK | iShares U.S. Insurance ETF | 0.3 | 40 | 20 | 6.1 | +9.4 |
ITAN | Sparkline Intangible Value ETF | 0.3 | 50 | 10 | 5.8 | +9.2 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 0.3 | 56 | 4 | 4.9 | +8.3 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 0.3 | 38 | 22 | 8.1 | +11.5 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.2 | 15 | 45 | 9.2 | +12.6 |
IJS | iShares S&P Small-Cap 600 Value ETF | 0.2 | 18 | 42 | 9.1 | +12.5 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.2 | 25 | 35 | 10.1 | +13.5 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.2 | 35 | 25 | 6.9 | +10.2 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 0.2 | 15 | 45 | 6.5 | +9.8 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.2 | 70 | -10 | 9.4 | +12.8 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.2 | 89 | -29 | 4.5 | +7.9 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.2 | 47 | 13 | 5.7 | +9.0 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 0.2 | 6 | 54 | 7.9 | +11.2 |
GWX | SPDR S&P International Small Cap ETF | 0.1 | 40 | 20 | 5.2 | +8.5 |
VOOV | Vanguard S&P 500 Value ETF | 0.1 | 10 | 50 | 5.5 | +8.8 |
IGPT | Invesco AI and Next Gen Software ETF | 0.1 | 60 | 0 | 3.3 | +6.7 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.0 | 4 | 56 | 6.6 | +9.9 |
FNCL | Fidelity MSCI Financials Index ETF | 0.0 | 8 | 52 | 6.4 | +9.8 |
VFH | Vanguard Financials ETF | 0.0 | 10 | 50 | 6.4 | +9.7 |
SPDW | SPDR Portfolio Developed World ex-US ETF | 0.0 | 3 | 57 | 6.7 | +10.1 |
TGRW | T. Rowe Price Growth Stock ETF | 0.0 | 52 | 8 | 4.0 | +7.3 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | 10 | 4.8 | +8.1 |
TCHP | T. Rowe Price Blue Chip Growth ETF | 0.0 | 57 | 3 | 3.4 | +6.7 |
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
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share | ** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2023 | 2024E | 2025E | |
---|---|---|---|
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 Healthcare 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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