Invesco Large Cap Growth ETF
ALTAR
Score™		 3.1% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 30.2x P/Sales
ratio		 4.7x
P/BV
ratio		 8.3x Div.
yield		 0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco Dynamic Large Cap Growth Portfolio ETF tracks an index that uses a multifactor selection methodology to select 50 large-cap stocks with growth characteristics.

FUND BASICS
Category US Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Mar 03, 2005
Assets (mns) $809
Currency USD
Expense ratio 56 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $635,985
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 98.8%
Emerging mkts 1.2%

TOP TEN HOLDINGS
NVIDIA CORP 3.7 %
ALPHABET INC. CLASS A 3.7 %
ORACLE CORP 3.6 %
AMAZON.COM INC 3.5 %
META PLATFORMS INC 3.5 %
MASTERCARD INCORPORATED CLASS A 3.4 %
MICROSOFT CORP 3.4 %
BROADCOM INC. 3.3 %
VISA INC. CLASS A 3.3 %
COSTCO WHOLESALE CORP 3.3 %
Total 34.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.1 %
IRELAND 3.1 %
LUXEMBOURG 1.7 %
ARGENTINA 1.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.9% 37.9% 13.8% 13.7% 10.6%

Market Correlations
versus... Beta R-squared
S&P500 1.12 92%
MSCI EAFE 0.95 61%
MSCI Emg. Mkts. 0.64 30%

Technical Indicators
Recent close $85.37
30d moving avg. $74.20
Annualized volatility 20.8%
Short interest (ETF) 0.9%
Short interest (Underlying) 1.9%
Relative strength (RSI) 77

Liquidity measures
Avg. volume (thou.) 22
Turnover 0.2%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $97,453

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 714 potential alternatives to the Invesco Large Cap Growth ETF ETF based on the alternatives' overlap in portfolio holdings with PWB. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PWB Expense: 56 bp ALTAR Score™: 3.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PWB
Ticker Fund
Name		 Overlap1
vs PWB
(%)		 Expense
ratio
(bp)		 Savings
vs PWB
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PWB
(%)
MTUM iShares MSCI USA Momentum Factor ETF 49.8 15 41 3.7 +0.6
PZLG Puzzle Mature Growth 49.0 0 56 4.2 +1.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 47.6 75 -19 3.8 +0.7
JGRO JPMorgan Active Growth ETF 45.8 44 12 3.4 +0.3
CAML Congress Large Cap Growth ETF 44.8 66 -10 3.5 +0.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 44.2 50 6 4.7 +1.6
XPND First Trust Expanded Technology ETF 44.1 65 -9 3.9 +0.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 43.6 40 16 4.1 +1.0
SPMO Invesco S&P 500 Momentum ETF 41.7 13 43 3.7 +0.6
CACG ClearBridge All Cap Growth ESG ETF 41.5 54 2 3.4 +0.3
IWY iShares Russell Top 200 Growth ETF 41.1 20 36 4.9 +1.8
IVW iShares S&P 500 Growth ETF 40.4 18 38 4.5 +1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 40.4 4 52 4.6 +1.5
USMC Principal U.S. Mega-Cap ETF 40.3 12 44 5.0 +1.9
XNTK SPDR NYSE Technology ETF 40.3 35 21 4.0 +0.9
IWF iShares Russell 1000 Growth ETF 40.2 19 37 4.7 +1.6
VONG Vanguard Russell 1000 Growth ETF 40.0 8 48 4.8 +1.7
AIQ Global X Artificial Intelligence & Technology ETF 39.8 68 -12 4.2 +1.1
QGRW WisdomTree U.S. Quality Growth Fund 39.8 28 28 4.7 +1.6
FDMO Fidelity Momentum Factor ETF 39.7 15 41 3.7 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 39.5 4 52 4.3 +1.2
MGK Vanguard Mega Cap Growth ETF 39.4 7 49 4.4 +1.3
IUSG iShares Core S&P U.S. Growth ETF 39.3 4 52 4.6 +1.5
QUAL iShares MSCI USA Quality Factor ETF 38.8 15 41 5.5 +2.4
VUG Vanguard Growth ETF 38.6 4 52 4.3 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 38.5 30 26 4.7 +1.6
MBCC Monarch Blue Chips Core ETF 38.2 125 -69 3.4 +0.3
ILCG iShares Morningstar Growth ETF 37.9 4 52 4.1 +1.0
BTHM BlackRock Future U.S. Themes ETF 37.7 60 -4 4.3 +1.2
IETC iShares U.S. Tech Independence Focused ETF 37.7 18 38 4.4 +1.3
GGRW Gabelli Growth Innovators ETF 37.6 90 -34 2.3 -0.8
QQQM Invesco NASDAQ 100 ETF 37.5 15 41 4.7 +1.6
QQQ Invesco QQQ Trust Series I 37.5 20 36 4.6 +1.5
STXG Strive 1000 Growth ETF 37.5 18 38 4.2 +1.1
LRGE ClearBridge Large Cap Growth ESG ETF 36.9 59 -3 3.4 +0.3
FLQL Franklin LibertyQ U.S. Equity ETF 36.8 15 41 6.0 +2.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 36.6 12 44 4.5 +1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 36.4 15 41 4.8 +1.7
QQMG Invesco ESG NASDAQ 100 ETF 35.9 20 36 4.7 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 35.9 80 -24 4.5 +1.4
IGM iShares Expanded Tech Sector ETF 35.6 41 15 4.5 +1.4
EGUS iShares ESG Aware MSCI USA Growth ETF 35.1 18 38 4.3 +1.2
RPG Invesco S&P 500 Pure Growth ETF 34.7 35 21 3.4 +0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 34.6 7 49 5.2 +2.1
CHAT Roundhill Generative AI & Technology ETF 34.3 75 -19 4.2 +1.1
VEGN US Vegan Climate ETF 34.1 60 -4 4.7 +1.6
LCLG Logan Capital Broad Innovative Growth ETF 34.0 99 -43 4.9 +1.8
XLG Invesco S&P 500 Top 50 ETF 34.0 20 36 4.7 +1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 34.0 15 41 4.9 +1.8
RFFC ALPS Active Equity Opportunity ETF 33.4 48 8 4.5 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 33.4 12 44 5.7 +2.6
TMFC Motley Fool 100 Index ETF 33.3 50 6 4.0 +0.9
MGC Vanguard Mega Cap ETF 33.2 7 49 5.1 +2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 33.1 75 -19 4.9 +1.8
IWL iShares Russell Top 200 ETF 33.1 15 41 5.0 +1.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 33.0 10 46 4.9 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 33.0 75 -19 4.7 +1.6
XVV iShares ESG Screened S&P 500 ETF 32.9 8 48 5.1 +2.0
IYW iShares U.S. Technology ETF 32.9 40 16 4.5 +1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 32.6 10 46 4.8 +1.7
RVRB Reverb ETF 32.6 30 26 5.0 +1.9
FBCG Fidelity Blue Chip Growth ETF 32.4 59 -3 2.6 -0.5
DEMZ Democratic Large Cap Core ETF 32.3 45 11 4.2 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 32.2 9 47 5.3 +2.2
VOOG Vanguard S&P 500 Growth ETF 32.2 10 46 5.5 +2.4
SPXV ProShares S&P 500 Ex-Health Care ETF 32.2 9 47 5.1 +2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 32.1 60 -4 4.1 +1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 32.1 7 49 5.2 +2.1
SPXN ProShares S&P 500 Ex-Financials ETF 32.0 9 47 5.3 +2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 31.9 0 56 5.3 +2.2
JMOM JPMorgan U.S. Momentum Factor ETF 31.8 12 44 4.8 +1.7
SHE SPDR MSCI USA Gender Diversity ETF 31.8 20 36 5.0 +1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 31.8 20 36 5.1 +2.0
OEF iShares S&P 100 ETF 31.8 20 36 5.0 +1.9
VOTE TCW Transform 500 ETF 31.7 5 51 5.2 +2.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 31.7 15 41 5.6 +2.5
ESGV Vanguard ESG U.S. Stock ETF 31.6 9 47 5.1 +2.0
LRND IQ U.S. Large Cap R&D Leaders ETF 31.6 14 42 6.3 +3.2
STRV Strive 500 ETF 31.5 5 51 5.2 +2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 31.3 2 54 5.3 +2.2
VV Vanguard Large-Cap ETF 31.3 4 52 5.2 +2.1
IVV iShares Core S&P 500 ETF 31.3 3 53 5.3 +2.2
SPY SPDR S&P 500 ETF Trust 31.3 9 47 5.2 +2.1
RUFF Alpha Dog ETF 31.2 94 -38 4.8 +1.7
SPLG SPDR Portfolio S&P 500 ETF 31.2 2 54 5.3 +2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 31.2 45 11 4.7 +1.6
GSPY Gotham Enhanced 500 ETF 31.1 50 6 5.3 +2.2
CGGR Capital Group Growth ETF 31.0 39 17 3.5 +0.4
VOO Vanguard S&P 500 ETF 31.0 3 53 5.3 +2.2
FQAL Fidelity Quality Factor ETF 31.0 15 41 5.9 +2.8
PBUS Invesco MSCI USA ETF 31.0 4 52 5.3 +2.2
ILCB iShares Morningstar U.S. Equity ETF 30.9 3 53 5.3 +2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 30.9 14 42 5.4 +2.3
FMIL Fidelity New Millennium ETF 30.8 59 -3 4.3 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 30.5 9 47 5.8 +2.7
ADME Aptus Drawdown Managed Equity ETF 30.5 79 -23 4.3 +1.2
ONEQ Fidelity Nasdaq Composite Index ETF 30.4 21 35 3.9 +0.8
SCHX Schwab U.S. Large-Cap ETF 30.3 3 53 5.3 +2.2
HAPI Harbor Human Capital Factor US Large Cap ETF 30.2 36 20 4.8 +1.7
NULG Nuveen ESG Large-Cap Growth ETF 30.2 26 30 4.4 +1.3
APUE ActivePassive U.S. Equity ETF 30.1 45 11 5.0 +1.9
SFY SoFi Select 500 ETF 30.1 0 56 5.2 +2.1
IWB iShares Russell 1000 ETF 30.1 15 41 5.1 +2.0
VONE Vanguard Russell 1000 ETF 30.0 8 48 5.2 +2.1
DUHP Dimensional US High Profitability ETF 29.9 21 35 7.0 +3.9
PNQI Invesco NASDAQ Internet ETF 29.8 60 -4 2.6 -0.5
SCHK Schwab 1000 Index ETF 29.8 5 51 5.3 +2.2
IYY iShares Dow Jones U.S. ETF 29.8 20 36 5.1 +2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 29.8 3 53 5.4 +2.3
GVIP Goldman Sachs Hedge Industry VIP ETF 29.7 45 11 4.6 +1.5
DFUS Dimensional U.S. Equity ETF 29.6 9 47 5.1 +2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 29.6 11 45 5.2 +2.1
OGIG ALPS O'Shares Global Internet Giants ETF 29.4 48 8 0.5 -2.7
FLRG Fidelity U.S. Multifactor ETF 29.3 15 41 7.7 +4.6
QUS SPDR MSCI USA StrategicFactors ETF 29.2 15 41 6.0 +2.9
VTI Vanguard Total Stock Market ETF 29.2 3 53 5.1 +2.0
XLK Technology Select Sector SPDR Fund 29.2 9 47 5.2 +2.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 29.1 20 36 5.1 +2.0
IWV iShares Russell 3000 ETF 29.0 20 36 5.0 +1.9
SXQG ETC 6 Meridian Quality Growth ETF 29.0 100 -44 4.4 +1.3
VTHR Vanguard Russell 3000 ETF 29.0 10 46 5.1 +2.0
SCHB Schwab U.S. Broad Market ETF 29.0 3 53 5.2 +2.1
ESGU iShares ESG Aware MSCI USA ETF 28.9 15 41 5.2 +2.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 28.9 3 53 5.1 +2.0
SPHQ Invesco S&P 500 Quality ETF 28.9 15 41 5.4 +2.3
NULC Nuveen ESG Large-Cap ETF 28.8 21 35 5.5 +2.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 28.7 60 -4 3.9 +0.8
VSLU Applied Finance Valuation Large Cap ETF 28.6 49 7 6.0 +2.9
ACVF American Conservative Values ETF 28.3 75 -19 4.4 +1.3
FDLO Fidelity Low Volatility Factor ETF 28.3 15 41 5.5 +2.4
DFSU Dimensional US Sustainability Core 1 ETF 28.2 18 38 5.7 +2.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 28.2 80 -24 5.7 +2.6
EPS WisdomTree U.S. LargeCap Fund 28.2 8 48 6.3 +3.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 28.1 10 46 5.4 +2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 28.1 11 45 5.2 +2.1
SPMV Invesco S&P 500 Minimum Variance ETF 28.0 10 46 5.6 +2.5
GDEF Goldman Sachs Defensive Equity ETF 28.0 55 1 4.4 +1.3
FDG American Century Focused Dynamic Growth ETF 28.0 45 11 2.7 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 27.8 29 27 5.1 +2.0
RECS Columbia Research Enhanced Core ETF 27.7 15 41 5.6 +2.5
QLC FlexShares US Quality Large Cap Index Fund 27.7 25 31 5.6 +2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 27.6 9 47 5.0 +1.9
AOTG AOT Growth and Innovation ETF 27.6 75 -19 3.0 -0.1
CLOD Themes Cloud Computing ETF 27.5 35 21 3.7 +0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 27.4 32 24 5.2 +2.1
VUSE Vident U.S. Equity Strategy ETF 27.4 50 6 3.6 +0.5
ANEW ProShares MSCI Transformational Changes ETF 27.4 45 11 3.3 +0.2
CGUS Capital Group Core Equity ETF 27.4 33 23 4.7 +1.6
MVPS Amplify Thematic All-Stars ETF 27.3 49 7 1.7 -1.5
DFAU Dimensional US Core Equity Market ETF 27.2 12 44 5.4 +2.3
AFLG First Trust Active Factor Large Cap ETF 27.2 55 1 6.2 +3.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 27.2 65 -9 3.8 +0.7
SNPE Xtrackers S&P 500 ESG ETF 27.1 10 46 5.3 +2.2
PSET Principal Quality ETF 27.0 15 41 5.7 +2.6
NACP Impact Shares NAACP Minority Empowerment ETF 26.9 49 7 5.0 +1.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 26.9 35 21 4.8 +1.7
STXD Strive 1000 Dividend Growth ETF 26.9 35 21 5.5 +2.4
HDUS Hartford Disciplined US Equity ETF 26.8 19 37 6.2 +3.1
FSST Fidelity Sustainable U.S. Equity ETF 26.7 59 -3 4.9 +1.8
BUYZ Franklin Disruptive Commerce ETF 26.7 50 6 2.1 -1.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 26.6 48 8 6.2 +3.1
FTGS First Trust Growth Strength ETF 26.6 60 -4 6.5 +3.4
TIME Clockwise Core Equity & Innovation ETF 26.5 95 -39 2.0 -1.1
DFNV Donoghue Forlines Innovation ETF 26.4 69 -13 5.0 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 26.4 75 -19 3.8 +0.7
SFYF SoFi Social 50 ETF 26.4 29 27 -2.6 -5.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 26.4 15 41 7.3 +4.2
LRGF iShares U.S. Equity Factor ETF 26.1 8 48 5.8 +2.7
KRMA Global X Conscious Companies ETF 26.0 43 13 5.8 +2.7
SAMT Strategas Macro Thematic Opportunities ETF 26.0 65 -9 4.7 +1.6
JHML John Hancock Multifactor Large Cap ETF 26.0 29 27 5.6 +2.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 25.9 57 -1 3.8 +0.7
QGRO American Century U.S. Quality Growth ETF 25.8 29 27 5.8 +2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 25.7 10 46 5.2 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 25.7 9 47 5.5 +2.4
FTEC Fidelity MSCI Information Technology Index ETF 25.6 8 48 4.8 +1.7
SUSL iShares ESG MSCI USA Leaders ETF 25.6 10 46 5.1 +2.0
TOK iShares MSCI Kokusai ETF 25.5 26 30 5.3 +2.2
VFMO Vanguard U.S. Momentum Factor ETF 25.5 13 43 2.8 -0.3
WFH Direxion Work From Home ETF 25.5 45 11 0.0 -3.1
PDP Invesco Dorsey Wright Momentum ETF 25.4 62 -6 3.7 +0.6
BKWO BNY Mellon Women's Opportunities ETF 25.4 50 6 3.8 +0.7
VGT Vanguard Information Technology ETF 25.4 10 46 4.7 +1.6
SUSA iShares MSCI USA ESG Select ETF 25.4 25 31 5.4 +2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 25.3 58 -2 4.8 +1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 25.3 59 -3 2.8 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 25.1 29 27 6.3 +3.2
JOET Virtus Terranova US Quality Momentum ETF 25.0 29 27 5.2 +2.1
USXF iShares ESG Advanced MSCI USA ETF 24.9 10 46 5.2 +2.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 24.8 49 7 4.8 +1.7
MILN Global X Millennial Consumer ETF 24.7 50 6 2.4 -0.7
FDWM Fidelity Women's Leadership ETF 24.7 59 -3 4.8 +1.7
BUZZ VanEck Social Sentiment ETF 24.5 75 -19 -0.7 -3.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 24.5 79 -23 6.2 +3.1
AVUS Avantis U.S. Equity ETF 24.4 15 41 6.0 +2.9
URTH iShares MSCI World ETF 24.4 24 32 5.4 +2.3
WRND IQ Global Equity R&D Leaders ETF 24.3 18 38 7.2 +4.1
FCPI Fidelity Stocks for Inflation ETF 24.2 15 41 8.6 +5.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 24.2 15 41 5.4 +2.3
IUS Invesco RAFI Strategic US ETF 24.2 19 37 7.3 +4.2
HLAL Wahed FTSE USA Shariah ETF 24.1 50 6 5.0 +1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 24.1 19 37 6.5 +3.4
KOCG FIS Knights of Columbus Global Belief ETF 24.0 75 -19 5.3 +2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 23.9 12 44 5.1 +2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 23.9 25 31 5.7 +2.6
IXN iShares Global Tech ETF 23.7 41 15 4.3 +1.2
QLV FlexShares US Quality Low Volatility Index Fund 23.7 22 34 5.2 +2.1
INNO Harbor Disruptive Innovation ETF 23.7 75 -19 -3.5 -6.6
FFND Future Fund Active ETF 23.7 100 -44 0.3 -2.8
IOO iShares Global 100 ETF 23.6 41 15 4.8 +1.7
DSI iShares MSCI KLD 400 Social ETF 23.4 25 31 5.1 +2.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 23.4 40 16 5.6 +2.5
ZECP Zacks Earnings Consistent Portfolio ETF 23.4 55 1 5.0 +1.9
JEPI JPMorgan Equity Premium Income ETF 23.4 35 21 5.3 +2.2
LCF Touchstone US Large Cap Focused ETF 23.4 69 -13 4.5 +1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 23.2 42 14 5.1 +2.0
LVOL American Century Low Volatility ETF 23.0 29 27 5.3 +2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 23.0 20 36 5.6 +2.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 22.9 45 11 6.1 +3.0
METV Roundhill Ball Metaverse ETF 22.8 59 -3 3.4 +0.3
CGGO Capital Group Global Growth Equity ETF 22.7 47 9 4.3 +1.2
LEAD Siren DIVCON Leaders Dividend ETF 22.6 43 13 5.2 +2.1
ACWI iShares MSCI ACWI ETF 22.5 32 24 5.5 +2.4
DGRW WisdomTree US Quality Dividend Growth Fund 22.2 28 28 6.2 +3.1
VIG Vanguard Dividend Appreciation ETF 22.2 6 50 5.8 +2.7
WISE Themes Generative Artificial Intelligence ETF 21.9 35 21 2.1 -1.0
IGV iShares Expanded Tech-Software Sector ETF 21.7 41 15 3.3 +0.2
SPXT ProShares S&P 500 Ex-Technology ETF 21.6 9 47 5.7 +2.6
DFAC Dimensional U.S. Core Equity 2 ETF 21.5 17 39 5.7 +2.6
SKYY First Trust Cloud Computing ETF 21.4 60 -4 3.5 +0.4
FLLV Franklin U.S. Low Volatility ETF 21.4 29 27 5.9 +2.8
DARP Grizzle Growth ETF 21.2 75 -19 3.2 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 21.1 60 -4 4.4 +1.3
TTAC FCF US Quality ETF 21.0 59 -3 6.5 +3.4
GLOF iShares Global Equity Factor ETF 20.9 20 36 7.1 +4.0
VERS ProShares Metaverse ETF 20.8 58 -2 -8.3 -11.4
ROUS Hartford Multifactor US Equity ETF 20.8 19 37 6.4 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 20.7 9 47 5.7 +2.6
VT Vanguard Total World Stock ETF 20.7 7 49 5.8 +2.7
QWLD SPDR MSCI World StrategicFactors ETF 20.4 30 26 6.1 +3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 20.4 25 31 6.1 +3.0
FMET Fidelity Metaverse ETF 20.2 39 17 4.4 +1.3
PFM Invesco Dividend Achievers ETF 20.2 53 3 5.7 +2.6
FDN First Trust Dow Jones Internet Index Fund 20.1 52 4 1.5 -1.6
OALC OneAscent Large Cap Core ETF 20.1 86 -30 5.9 +2.8
FVAL Fidelity Value Factor ETF 20.0 15 41 7.5 +4.4
VOOV Vanguard S&P 500 Value ETF 20.0 10 46 5.5 +2.4
GINN Goldman Sachs Innovate Equity ETF 19.8 52 4 2.7 -0.4
ARVR First Trust Indxx Metaverse ETF 19.8 70 -14 2.5 -0.6
NBDS Neuberger Berman Disrupters ETF 19.6 55 1 1.9 -1.2
GK AdvisorShares Gerber Kawasaki ETF 19.4 75 -19 3.2 +0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 19.4 70 -14 5.0 +1.9
IYC iShares U.S. Consumer Discretionary ETF 19.3 40 16 3.8 +0.7
POWA Invesco Bloomberg Pricing Power ETF 19.1 40 16 5.1 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 19.0 18 38 6.3 +3.2
VNSE Natixis Vaughan Nelson Select ETF 18.9 80 -24 3.2 +0.1
TRFM AAM Transformers ETF 18.6 49 7 1.2 -1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 18.5 52 4 6.3 +3.2
ACSI American Customer Satisfaction ETF 18.5 65 -9 4.9 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 18.3 15 41 6.1 +3.0
FXL First Trust Technology AlphaDEX Fund 18.2 61 -5 4.1 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 18.2 29 27 7.2 +4.1
GBUY Goldman Sachs Future Consumer Equity ETF 18.2 75 -19 3.1 +0.0
FDRR Fidelity Dividend ETF for Rising Rates 18.2 15 41 7.9 +4.8
IEDI iShares U.S. Consumer Focused ETF 18.1 18 38 5.0 +1.9
GGME Invesco Next Gen Media and Gaming ETF 18.1 60 -4 4.1 +1.0
KOIN Capital Link Global Fintech Leaders ETF 18.0 75 -19 4.6 +1.5
WUGI AXS Esoterica NextG Economy ETF 18.0 75 -19 2.1 -1.0
YALL God Bless America ETF 18.0 65 -9 3.6 +0.5
XDAT Franklin Exponential Data ETF 17.8 50 6 2.9 -0.3
HKND Humankind US Stock ETF 17.7 11 45 7.0 +3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 17.7 28 28 6.2 +3.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 17.7 50 6 5.8 +2.7
IGPT Invesco AI and Next Gen Software ETF 17.6 60 -4 3.8 +0.7
IVRS iShares Future Metaverse Tech and Communications ETF 17.6 47 9 -5.3 -8.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 17.5 55 1 4.0 +0.9
FTCS First Trust Capital Strength ETF 17.3 55 1 5.6 +2.5
PTF Invesco Dorsey Wright Technology Momentum ETF 17.2 60 -4 0.6 -2.5
NTZG Nuveen Global Net Zero Transition ETF 17.2 56 0 4.9 +1.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 17.2 60 -4 5.6 +2.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 17.1 15 41 6.9 +3.8
QDF FlexShares Quality Dividend Index Fund 17.1 37 19 5.0 +1.9
ITAN Sparkline Intangible Value ETF 17.1 50 6 6.2 +3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 16.9 37 19 4.8 +1.7
MRAD SmartETFs Advertising & Marketing Technology ETF 16.8 68 -12 4.2 +1.1
JHDV John Hancock U.S. High Dividend ETF 16.6 34 22 6.5 +3.4
GURU Global X Guru Index ETF 16.6 75 -19 2.5 -0.6
AVLV Avantis U.S. Large Cap Value ETF 16.5 15 41 7.5 +4.4
FPAG FPA Global Equity ETF 16.5 49 7 5.7 +2.6
DFND Siren DIVCON Dividend Defender ETF 16.5 189 -133 3.9 +0.8
IQM Franklin Intelligent Machines ETF 16.4 50 6 3.1 -0.0
FNDX Schwab Fundamental US Large Co. Index ETF 16.3 25 31 7.1 +4.0
EDOW First Trust Dow 30 Equal Weight ETF 16.1 50 6 6.0 +2.9
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 16.0 106 -50 2.9 -0.2
HLGE Hartford Longevity Economy ETF 15.9 44 12 6.6 +3.5
GDIV Harbor Dividend Growth Leaders ETF 15.9 50 6 6.0 +2.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 15.9 56 0 6.3 +3.2
DTD WisdomTree U.S. Total Dividend Fund 15.8 28 28 6.5 +3.4
VLU SPDR S&P 1500 Value Tilt ETF 15.8 12 44 7.1 +4.0
DIA SPDR Dow Jones Industrial Average ETF Trust 15.8 16 40 5.8 +2.7
VFQY Vanguard U.S. Quality Factor ETF 15.4 13 43 7.2 +4.1
FNDB Schwab Fundamental US Broad Market Index ETF 15.4 25 31 7.1 +4.0
RWL Invesco S&P 500 Revenue ETF 15.4 39 17 6.6 +3.5
CHGX AXS Change Finance ESG ETF 15.4 49 7 5.1 +2.0
JVAL JPMorgan U.S. Value Factor ETF 15.3 12 44 8.4 +5.3
EQWL Invesco S&P 100 Equal Weight ETF 15.1 25 31 6.8 +3.7
FIVG Defiance Next Gen Connectivity ETF 15.1 30 26 6.7 +3.6
YLDE ClearBridge Dividend Strategy ESG ETF 15.0 60 -4 5.4 +2.3
ROE Astoria US Quality Kings ETF 15.0 49 7 8.1 +5.0
IYJ iShares U.S. Industrials ETF 14.8 40 16 4.8 +1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 14.6 45 11 1.4 -1.8
VOT Vanguard Mid-Cap Growth ETF 14.6 7 49 4.2 +1.1
IPDP Dividend Performers ETF 14.5 122 -66 4.9 +1.8
XLI Industrial Select Sector SPDR Fund 14.3 9 47 4.4 +1.3
BIBL Inspire 100 ETF 14.2 35 21 4.8 +1.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 14.1 60 -4 5.0 +1.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 14.0 40 16 3.8 +0.7
CARZ First Trust NASDAQ Global Auto Index Fund 13.9 70 -14 3.5 +0.4
CGDV Capital Group Dividend Value ETF 13.8 33 23 5.8 +2.7
SPLV Invesco S&P 500 Low Volatility ETF 13.8 25 31 5.7 +2.6
ALTL Pacer Lunt Large Cap Alternator ETF 13.8 60 -4 5.3 +2.2
ISHP First Trust Nasdaq Retail ETF 13.8 60 -4 3.2 +0.1
DGRO iShares Core Dividend Growth ETF 13.7 8 48 6.5 +3.4
TMFG Motley Fool Global Opportunities ETF 13.7 85 -29 3.3 +0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13.6 25 31 5.8 +2.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 13.6 75 -19 2.1 -1.1
DIP BTD Capital Fund 13.5 129 -73 5.0 +1.9
KRUZ Unusual Whales Subversive Republican Trading ETF 13.5 75 -19 4.9 +1.8
FDVV Fidelity High Dividend ETF 13.5 15 41 8.9 +5.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 13.5 47 9 0.7 -2.5
CLOU Global X Cloud Computing ETF 13.4 68 -12 2.1 -1.1
IBUY Amplify Online Retail ETF 13.4 65 -9 1.8 -1.3
SYNB Putnam BioRevolution ETF 13.2 70 -14 2.9 -0.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 13.1 68 -12 5.3 +2.2
DRIV Global X Autonomous & Electric Vehicles ETF 13.1 68 -12 3.4 +0.3
IWP iShares Russell Mid-Cap Growth ETF 13.1 23 33 3.8 +0.7
HAPY Harbor Human Capital Factor Unconstrained ETF 13.0 50 6 4.8 +1.7
DBLV AdvisorShares DoubleLine Value Equity ETF 12.9 90 -34 7.5 +4.4
KNCT Invesco Next Gen Connectivity ETF 12.9 40 16 5.9 +2.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 12.9 15 41 10.1 +7.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 12.7 40 16 3.8 +0.7
VIS Vanguard Industrials ETF 12.7 10 46 4.5 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 12.7 64 -8 2.1 -1.0
FIDU Fidelity MSCI Industrial Index ETF 12.5 8 48 4.7 +1.6
FFTY Innovator IBD 50 ETF 12.3 80 -24 0.1 -3.0
RUNN Running Oak Efficient Growth ETF 12.3 58 -2 4.8 +1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 12.2 8 48 4.9 +1.8
DVND Touchstone Dividend Select ETF 12.1 67 -11 6.4 +3.3
PY Principal Value ETF 12.1 15 41 7.5 +4.4
PRF Invesco FTSE RAFI US 1000 ETF 12.1 39 17 7.3 +4.2
SSPY Syntax Stratified LargeCap ETF 12.1 30 26 6.5 +3.4
TRFK Pacer Data and Digital Revolution ETF 12.0 60 -4 4.0 +0.9
VCR Vanguard Consumer Discretionary ETF 12.0 10 46 4.7 +1.6
EQUL IQ Engender Equality ETF 12.0 45 11 6.8 +3.7
PEXL Pacer US Export Leaders ETF 11.9 60 -4 5.1 +2.0
VFMV Vanguard U.S. Minimum Volatility ETF 11.9 13 43 5.4 +2.3
VIRS Pacer BioThreat Strategy ETF 11.8 70 -14 6.0 +2.9
XLY Consumer Discretionary Select Sector SPDR Fund 11.6 9 47 5.1 +2.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 11.5 61 -5 -4.0 -7.1
OND ProShares On-Demand ETF 11.5 58 -2 -2.5 -5.6
FCLD Fidelity Cloud Computing ETF 11.5 39 17 2.4 -0.7
VALQ American Century U.S. Quality Value ETF 11.4 29 27 7.4 +4.3
SPGP Invesco S&P 500 GARP ETF 11.3 34 22 8.5 +5.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 11.2 20 36 6.4 +3.3
CBSE Clough Select Equity ETF 11.2 85 -29 -2.3 -5.4
SMH VanEck Semiconductor ETF 11.2 35 21 4.2 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 11.0 59 -3 5.6 +2.5
BUL Pacer US Cash Cows Growth ETF 10.9 60 -4 7.5 +4.4
VSDA VictoryShares Dividend Accelerator ETF 10.7 35 21 6.1 +3.0
RTH VanEck Retail ETF 10.7 35 21 6.0 +2.9
MBOX Freedom Day Dividend ETF 10.6 39 17 7.7 +4.6
BWEB Bitwise Web3 ETF 10.5 85 -29 0.9 -2.2
ACWV iShares MSCI Global Min Vol Factor ETF 10.4 20 36 6.7 +3.6
XLC Communication Services Select Sector SPDR Fund 10.4 9 47 6.8 +3.7
FCOM Fidelity MSCI Communication Services Index ETF 10.4 8 48 4.8 +1.7
VOX Vanguard Communication Services ETF 10.4 10 46 5.1 +2.0
IXP iShares Global Comm Services ETF 10.4 42 14 5.3 +2.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 10.4 12 44 5.5 +2.4
PRAY FIS Christian Stock Fund 10.4 69 -13 5.9 +2.8
JSTC Adasina Social Justice All Cap Global ETF 10.3 89 -33 4.8 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.3 65 -9 3.8 +0.7
BGIG Bahl & Gaynor Income Growth ETF 10.2 45 11 5.3 +2.2
SPHB Invesco S&P 500 High Beta ETF 10.2 25 31 5.0 +1.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 10.1 40 16 4.3 +1.2
HART IQ Healthy Hearts ETF 10.0 45 11 5.3 +2.2
ILCV iShares Morningstar Value ETF 10.0 4 52 6.7 +3.6
EXI iShares Global Industrials ETF 9.9 42 14 4.7 +1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.8 35 21 7.2 +4.1
RXI iShares Global Consumer Discretionary ETF 9.8 41 15 5.5 +2.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.8 18 38 7.6 +4.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.8 40 16 5.9 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 9.8 35 21 6.0 +2.9
MOTE VanEck Morningstar ESG Moat ETF 9.8 49 7 5.2 +2.1
MINV Matthews Asia Innovators Active ETF 9.7 79 -23 2.8 -0.3
DTEC ALPS Disruptive Technologies ETF 9.7 50 6 3.3 +0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 9.7 65 -9 1.6 -1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 9.6 60 -4 6.9 +3.8
ARKW ARK Next Generation Internet ETF 9.6 87 -31 -2.9 -6.0
ULVM VictoryShares US Value Momentum ETF 9.6 20 36 7.4 +4.3
LRNZ TrueShares Technology, AI & Deep Learning ETF 9.6 69 -13 -1.2 -4.3
BTEK Future Tech ETF 9.6 88 -32 2.1 -1.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 9.6 40 16 8.6 +5.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 9.5 61 -5 5.0 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.5 9 47 6.0 +2.9
USMF WisdomTree U.S. Multifactor Fund 9.4 28 28 6.9 +3.8
QTUM Defiance Quantum ETF 9.4 40 16 3.9 +0.8
XT iShares Exponential Technologies ETF 9.3 46 10 3.9 +0.8
VFMF Vanguard U.S. Multifactor ETF 9.2 18 38 8.7 +5.6
XLF Financial Select Sector SPDR Fund 9.2 9 47 6.0 +2.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 9.2 60 -4 5.1 +2.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 9.2 58 -2 5.4 +2.3
RDVY First Trust Rising Dividend Achievers ETF 9.1 50 6 9.6 +6.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 9.1 52 4 5.4 +2.3
MOAT VanEck Morningstar Wide Moat ETF 9.1 46 10 6.3 +3.2
FUNL CornerCap Fundametrics Large-Cap ETF 9.1 50 6 7.0 +3.9
VFH Vanguard Financials ETF 9.1 10 46 6.4 +3.3
FNCL Fidelity MSCI Financials Index ETF 9.0 8 48 6.5 +3.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.9 65 -9 8.4 +5.3
RSP Invesco S&P 500 Equal Weight ETF 8.8 20 36 6.2 +3.1
SOCL Global X Social Media ETF 8.8 65 -9 -5.8 -8.9
AESR Anfield U.S. Equity Sector Rotation ETF 8.6 108 -52 4.4 +1.3
IXG iShares Global Financials ETF 8.5 42 14 6.8 +3.7
DGT SPDR Global Dow ETF 8.5 50 6 6.7 +3.6
SOXX iShares Semiconductor ETF 8.4 35 21 5.3 +2.2
FTXL First Trust Nasdaq Semiconductor ETF 8.4 60 -4 6.1 +3.0
PSI Invesco Semiconductors ETF 8.4 57 -1 5.1 +2.0
SOXQ Invesco PHLX Semiconductor ETF 8.4 19 37 5.1 +2.0
PFI Invesco Dorsey Wright Financial Momentum ETF 8.4 60 -4 6.2 +3.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 8.4 75 -19 3.2 +0.1
IDAT iShares Future Cloud 5G and Tech ETF 8.3 47 9 4.5 +1.4
XSW SPDR S&P Software & Services ETF 8.3 35 21 2.9 -0.2
MGV Vanguard Mega Cap Value ETF 8.3 7 49 6.8 +3.7
IMCG iShares Morningstar Mid-Cap Growth ETF 8.2 6 50 4.3 +1.2
VO Vanguard Mid-Cap ETF 8.2 4 52 5.8 +2.7
DEUS Xtrackers Russell US Multifactor ETF 8.1 17 39 7.1 +4.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 8.0 39 17 4.9 +1.8
DIVS SmartETFs Dividend Builder ETF 8.0 65 -9 4.7 +1.6
NETZ TCW Transform Systems ETF 7.9 75 -19 3.4 +0.3
SIZE iShares MSCI USA Size Factor ETF 7.9 15 41 6.0 +2.9
GDVD R3 Global Dividend Growth ETF 7.9 88 -32 5.8 +2.7
IWFH iShares Virtual Work and Life Multisector ETF 7.9 47 9 -3.5 -6.6
EUSA iShares MSCI USA Equal Weighted ETF 7.8 9 47 6.1 +3.0
TOLL Tema Monopolies and Oligopolies ETF 7.7 75 -19 2.6 -0.5
NXTG First Trust Indxx NextG ETF 7.5 70 -14 6.0 +2.9
MDCP VictoryShares THB Mid Cap ESG ETF 7.5 55 1 5.3 +2.2
WLDR Affinity World Leaders Equity ETF 7.3 67 -11 8.5 +5.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.2 75 -19 6.7 +3.6
IBLC iShares Blockchain and Tech ETF 7.1 47 9 -1.0 -4.1
ARKF ARK Fintech Innovation ETF 7.1 75 -19 -2.2 -5.3
DWLD Davis Select Worldwide ETF 7.0 63 -7 5.6 +2.5
DUSA Davis Select U.S. Equity ETF 7.0 61 -5 7.2 +4.1
VTV Vanguard Value ETF 7.0 4 52 7.0 +3.9
DIVZ TrueShares Low Volatility Equity Income ETF 6.9 65 -9 8.6 +5.5
KOMP SPDR S&P Kensho New Economies Composite ETF 6.9 20 36 2.1 -1.0
MOTO SmartETFs Smart Transportation & Technology ETF 6.8 68 -12 6.6 +3.5
BFOR ALPS Barron's 400 ETF 6.8 65 -9 6.6 +3.5
IWR iShares Russell Midcap ETF 6.8 19 37 5.7 +2.6
IYG iShares US Financial Services ETF 6.7 40 16 5.8 +2.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 6.7 75 -19 5.4 +2.3
WCEO Hypatia Women CEO ETF 6.7 85 -29 5.2 +2.1
XITK SPDR FactSet Innovative Technology ETF 6.6 45 11 2.7 -0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 6.6 20 36 7.1 +4.0
ETHO Etho Climate Leadership U.S. ETF 6.6 47 9 4.1 +1.0
JAVA JPMorgan Active Value ETF 6.5 44 12 6.3 +3.2
AUSF Global X Adaptive U.S. Factor ETF 6.5 27 29 9.0 +5.9
BLOK Amplify Transformational Data Sharing ETF 6.5 75 -19 1.1 -2.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.4 40 16 6.0 +2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.3 29 27 8.1 +5.0
SPRX Spear Alpha ETF 6.1 75 -19 -0.5 -3.6
FITE SPDR S&P Kensho Future Security ETF 6.0 45 11 3.0 -0.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 6.0 56 0 1.7 -1.5
EBIZ Global X E-Commerce ETF 6.0 50 6 1.2 -1.9
HELX Franklin Genomic Advancements ETF 6.0 50 6 1.7 -1.4
VYM Vanguard High Dividend Yield Index ETF 5.9 6 50 7.3 +4.2
ARKX ARK Space Exploration & Innovation ETF 5.9 75 -19 1.7 -1.4
AIEQ AI Powered Equity ETF 5.9 75 -19 6.1 +3.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.9 40 16 7.1 +4.0
ESGS Columbia U.S. ESG Equity Income ETF 5.8 35 21 6.3 +3.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.8 35 21 6.0 +2.9
PEJ Invesco Leisure and Entertainment ETF 5.8 58 -2 0.4 -2.7
XRT SPDR S&P Retail ETF 5.7 35 21 8.8 +5.7
KLDW Knowledge Leaders Developed World ETF 5.7 75 -19 4.9 +1.8
XSD SPDR S&P Semiconductor ETF 5.6 35 21 5.1 +2.0
WCLD WisdomTree Cloud Computing Fund 5.5 45 11 1.5 -1.6
JRNY ALPS Global Travel Beneficiaries ETF 5.5 65 -9 0.0 -3.1
AGQI First Trust Active Global Quality Income ETF 5.4 85 -29 5.8 +2.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 5.4 60 -4 3.8 +0.7
CIBR First Trust NASDAQ Cybersecurity ETF 5.4 60 -4 3.9 +0.8
PPA Invesco Aerospace & Defense ETF 5.4 58 -2 3.5 +0.4
EVUS iShares ESG Aware MSCI USA Value ETF 5.4 18 38 6.7 +3.6
PKW Invesco Buyback Achievers ETF 5.4 62 -6 7.1 +4.0
CLNR IQ Cleaner Transport ETF 5.4 45 11 8.3 +5.2
SCHV Schwab U.S. Large-Cap Value ETF 5.1 4 52 6.7 +3.6
TINY ProShares Nanotechnology ETF 5.1 58 -2 1.9 -1.2
IBOT Vaneck Robotics ETF 5.1 47 9 3.7 +0.6
MAGA Point Bridge America First ETF 5.1 72 -16 6.3 +3.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.1 61 -5 6.2 +3.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 5.0 58 -2 4.6 +1.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.0 85 -29 4.4 +1.3
IVE iShares S&P 500 Value ETF 5.0 18 38 6.6 +3.5
SPYV SPDR Portfolio S&P 500 Value ETF 4.9 4 52 6.7 +3.6
ROBO ROBO Global Robotics & Automation Index ETF 4.9 95 -39 2.8 -0.3
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 4.8 75 -19 5.2 +2.1
ONLN ProShares Online Retail ETF 4.7 58 -2 3.1 -0.0
IUSV iShares Core S&P US Value ETF 4.7 4 52 6.8 +3.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.6 52 4 7.0 +3.9
IMCB iShares Morningstar Mid-Cap ETF 4.6 4 52 6.1 +3.0
XLV Health Care Select Sector SPDR Fund 4.6 9 47 7.1 +4.0
FHLC Fidelity MSCI Health Care Index ETF 4.6 8 48 5.9 +2.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.6 60 -4 9.1 +6.0
IXJ iShares Global Healthcare ETF 4.6 42 14 6.1 +3.0
IYH iShares U.S. Healthcare ETF 4.6 40 16 6.2 +3.1
VHT Vanguard Health Care ETF 4.6 10 46 5.7 +2.6
PAVE Global X U.S. Infrastructure Development ETF 4.6 47 9 5.7 +2.6
OCEN IQ Clean Oceans ETF 4.5 45 11 5.3 +2.2
REVS Columbia Research Enhanced Value ETF 4.4 19 37 7.7 +4.6
DSTL Distillate US Fundamental Stability & Value ETF 4.4 39 17 7.8 +4.7
BLES Inspire Global Hope ETF 4.3 61 -5 6.3 +3.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.2 60 -4 6.7 +3.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.2 30 26 8.0 +4.9
BEDZ AdvisorShares Hotel ETF 4.2 100 -44 2.9 -0.3
IWS iShares Russell Mid-Cap Value ETF 4.2 23 33 6.6 +3.5
EQAL Invesco Russell 1000 Equal Weight ETF 4.1 20 36 6.0 +2.9
FPX First Trust US Equity Opportunities ETF 4.1 61 -5 0.6 -2.5
HOMZ Hoya Capital Housing ETF 4.1 30 26 8.1 +5.0
HAIL SPDR S&P Kensho Smart Mobility ETF 4.0 45 11 -2.0 -5.1
LUX Tema Luxury ETF 4.0 75 -19 3.3 +0.2
LUXX Roundhill S&P Global Luxury ETF 4.0 45 11 2.7 -0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.0 65 -9 5.1 +2.0
TXS Texas Capital Texas Equity Index ETF 4.0 49 7 5.6 +2.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.9 61 -5 -13.0 -16.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.8 54 2 6.2 +3.1
TPHD Timothy Plan High Dividend Stock ETF 3.8 52 4 6.2 +3.1
WGMI Valkyrie Bitcoin Miners ETF 3.7 75 -19 -10.7 -13.8
BOTZ Global X Robotics & Artificial Intelligence ETF 3.7 69 -13 2.3 -0.8
VICE AdvisorShares Vice ETF 3.7 99 -43 7.5 +4.4
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.6 39 17 -1.3 -4.4
DIVB iShares Core Dividend ETF 3.6 5 51 8.0 +4.9
BITQ Bitwise Crypto Industry Innovators ETF 3.6 85 -29 -4.7 -7.8
VONV Vanguard Russell 1000 Value ETF 3.5 8 48 6.7 +3.6
FIXT Procure Disaster Recovery Strategy ETF 3.5 75 -19 5.7 +2.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.5 7 49 8.5 +5.4
IWD iShares Russell 1000 Value ETF 3.5 19 37 6.6 +3.5
TEMP JPMorgan Climate Change Solutions ETF 3.4 49 7 4.7 +1.6
MOTG VanEck Morningstar Global Wide Moat ETF 3.4 52 4 5.8 +2.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.3 78 -22 8.8 +5.7
UDI USCF Dividend Income Fund 3.3 65 -9 7.4 +4.3
KXI iShares Global Consumer Staples ETF 3.3 41 15 5.6 +2.5
XLP Consumer Staples Select Sector SPDR Fund 3.3 9 47 5.9 +2.8
AHOY Newday Ocean Health ETF 3.3 75 -19 5.6 +2.5
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 3.3 8 48 5.9 +2.8
VDC Vanguard Consumer Staples ETF 3.3 10 46 6.0 +2.9
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.3 60 -4 4.7 +1.6
DTCR Global X Data Center & Digital Infrastructure ETF 3.3 50 6 2.7 -0.4
PJP Invesco Pharmaceuticals ETF 3.3 57 -1 7.4 +4.3
XPH SPDR S&P Pharmaceuticals ETF 3.3 35 21 5.1 +2.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.3 60 -4 -3.6 -6.7
MEDI Harbor Health Care ETF 3.3 80 -24 0.9 -2.2
GDOC Goldman Sachs Future Health Care Equity ETF 3.3 75 -19 3.2 +0.1
IHE iShares U.S. Pharmaceuticals ETF 3.3 40 16 8.3 +5.2
MEDX Horizon Kinetics Medical ETF 3.3 85 -29 -0.2 -3.3
PPH VanEck Pharmaceutical ETF 3.3 36 20 8.8 +5.7
PINK Simplify Health Care ETF 3.3 50 6 3.3 +0.2
ARKK ARK Innovation ETF 3.2 75 -19 -4.9 -8.0
WDNA WisdomTree BioRevolution Fund 3.2 45 11 -4.5 -7.6
ARKQ ARK Autonomous Technology & Robotics ETF 3.2 75 -19 1.6 -1.5
IAK iShares U.S. Insurance ETF 3.2 40 16 6.3 +3.2
KIE SPDR S&P Insurance ETF 3.2 35 21 6.7 +3.6
KBWP Invesco KBW Property & Casualty Insurance ETF 3.2 35 21 5.9 +2.8
IWX iShares Russell Top 200 Value ETF 3.1 20 36 6.5 +3.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.1 79 -23 5.1 +2.0
RSHO Tema American Reshoring ETF 3.1 75 -19 3.6 +0.5
SANE Subversive Mental Health ETF 3.1 75 -19 0.0 -3.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 41 6.8 +3.7
SRHQ SRH U.S. Quality ETF 3.0 35 21 8.0 +4.9
GLIF AGF Global Infrastructure ETF 3.0 45 11 5.5 +2.4
EVX VanEck Environmental Services ETF 3.0 55 1 2.9 -0.2
RNEW VanEck Green Infrastructure ETF 3.0 45 11 -0.4 -3.5
IDU iShares U.S. Utilities ETF 3.0 40 16 5.5 +2.4
BECO BlackRock Future Climate and Sustainable Economy ETF 3.0 70 -14 13.7 +10.6
GSFP Goldman Sachs Future Planet Equity ETF 3.0 75 -19 4.5 +1.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.0 40 16 7.3 +4.2
DFLV Dimensional US Large Cap Value ETF 3.0 22 34 7.8 +4.7
AGNG Global X Aging Population ETF 3.0 50 6 4.1 +1.0
FXH First Trust Health Care AlphaDEX Fund 2.9 62 -6 7.1 +4.0
BOUT Innovator IBD Breakout Opportunities ETF 2.9 81 -25 2.9 -0.2
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.9 41 15 8.8 +5.7
IYZ iShares U.S. Telecommunications ETF 2.9 40 16 8.3 +5.2
XTL SPDR S&P Telecom ETF 2.9 35 21 6.6 +3.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.9 45 11 -3.3 -6.4
TMDV ProShares Russell US Dividend Growers ETF 2.9 35 21 6.5 +3.4
WTV WisdomTree US Value Fund of Benef Interest 2.9 12 44 8.7 +5.6
CRUZ Defiance Hotel Airline and Cruise ETF 2.8 45 11 -4.9 -8.0
PPTY US Diversified Real Estate ETF 2.8 53 3 6.7 +3.6
IWTR iShares MSCI Water Management Multisector ETF 2.8 47 9 4.8 +1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.8 49 7 10.5 +7.4
SIXL ETC 6 Meridian Low Beta Equity ETF 2.8 80 -24 5.1 +2.0
VXF Vanguard Extended Market ETF 2.7 6 50 3.9 +0.8
AWAY ETFMG Travel Tech ETF 2.7 76 -20 -4.1 -7.2
SDY SPDR S&P Dividend ETF 2.6 35 21 6.3 +3.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.6 24 32 8.0 +4.9
IYF iShares U.S. Financials ETF 2.6 40 16 6.3 +3.2
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 2.6 40 16 6.8 +3.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 41 7.0 +3.9
STCE Schwab Crypto Thematic ETF 2.5 30 26 -8.0 -11.1
NUMG Nuveen ESG Mid-Cap Growth ETF 2.5 31 25 3.7 +0.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.4 85 -29 -0.9 -4.0
BPAY BlackRock Future Financial and Technology ETF 2.4 70 -14 8.3 +5.2
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 30 7.1 +4.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.4 20 36 8.0 +4.9
DFUV Dimensional US Marketwide Value ETF 2.3 22 34 7.6 +4.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 -4 7.7 +4.6
CGRO CoreValues Alpha Greater China Growth ETF 2.2 75 -19 2.6 -0.5
BKCH Global X Blockchain ETF 2.2 50 6 -5.2 -8.3
BNE Blue Horizon BNE ETF 2.1 87 -31 5.0 +1.9
BMED Future Health ETF 2.1 85 -29 0.2 -2.9
WCBR WisdomTree Cybersecurity Fund 2.1 45 11 1.9 -1.2
BUG Global X Cybersecurity ETF 2.1 51 5 2.4 -0.7
IHAK iShares Cybersecurity & Tech ETF 2.1 47 9 3.2 +0.1
SPAM Themes Cybersecurity ETF 2.1 35 21 2.0 -1.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.0 47 9 5.9 +2.8
FLDZ RiverNorth Patriot ETF 2.0 75 -19 5.8 +2.7
PZLD Puzzle Divdend Leaders 1.8 0 56 7.5 +4.4
JIG JPMorgan International Growth ETF 1.8 55 1 4.3 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 6 7.9 +4.8
ICAP InfraCap Equity Income Fund ETF 1.8 171 -115 6.8 +3.7
FBCV Fidelity Blue Chip Value ETF 1.8 59 -3 7.1 +4.0
FXU First Trust Utilities AlphaDEX Fund 1.6 64 -8 6.2 +3.1
FXO First Trust Financials AlphaDEX Fund 1.6 62 -6 9.2 +6.1
FDNI First Trust Dow Jones International Internet ETF 1.6 65 -9 2.8 -0.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -14 4.6 +1.5
FPXI First Trust International Equity Opportunities ETF 1.6 70 -14 3.6 +0.5
PBJ Invesco Food & Beverage ETF 1.6 57 -1 5.4 +2.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.6 55 1 3.6 +0.5
NUDV Nuveen ESG Dividend ETF 1.6 26 30 7.5 +4.4
FLV American Century Focused Large Cap Value ETF 1.6 42 14 6.5 +3.4
ROKT SPDR S&P Kensho Final Frontiers ETF 1.5 45 11 -0.6 -3.7
CWS AdvisorShares Focused Equity ETF 1.5 84 -28 4.8 +1.7
XHB SPDR S&P Homebuilders ETF 1.5 35 21 8.6 +5.5
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 14 6.6 +3.5
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 7 6.3 +3.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.5 60 -4 8.0 +4.9
CCSO Carbon Collective Climate Solutions US Equity ETF 1.5 35 21 2.3 -0.8
SQEW LeaderShares Equity Skew ETF 1.5 81 -25 6.1 +3.0
PRNT 3D Printing ETF 1.5 66 -10 -4.1 -7.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.4 40 16 7.6 +4.5
ITB iShares U.S. Home Construction ETF 1.4 40 16 10.8 +7.7
MXI iShares Global Materials ETF 1.4 41 15 6.6 +3.5
XLB Materials Select Sector SPDR Fund 1.4 9 47 5.8 +2.7
VAW Vanguard Materials ETF 1.4 10 46 6.5 +3.4
FMAT Fidelity MSCI Materials Index ETF 1.4 8 48 6.6 +3.5
TINT ProShares Smart Materials ETF 1.4 58 -2 5.6 +2.5
PIO Invesco Global Water ETF 1.4 75 -19 4.9 +1.8
FIW First Trust Water ETF 1.4 53 3 4.5 +1.4
PHO Invesco Water Resources ETF 1.4 60 -4 4.3 +1.2
BULD Pacer BlueStar Engineering the Future ETF 1.4 60 -4 1.2 -1.9
SAGP Strategas Global Policy Opportunities ETF 1.4 65 -9 4.5 +1.4
LOUP Innovator Deepwater Frontier Tech ETF 1.4 70 -14 2.3 -0.8
IBBQ Invesco Nasdaq Biotechnology ETF 1.4 19 37 0.9 -2.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.4 68 -12 1.1 -2.0
PBE Invesco Biotechnology & Genome ETF 1.4 58 -2 0.7 -2.5
KONG Formidable Fortress ETF 1.4 89 -33 6.2 +3.1
IBB iShares Biotechnology ETF 1.4 45 11 0.9 -2.2
ARKG ARK Genomic Revolution ETF 1.4 75 -19 -9.2 -12.3
FBT First Trust NYSE Arca Biotechnology Index Fund 1.4 56 0 0.1 -3.1
BBH VanEck Biotech ETF 1.4 35 21 5.2 +2.1
GNOM Global X Genomics & Biotechnology ETF 1.4 50 6 -5.4 -8.5
BBP Virtus LifeSci Biotech Products ETF 1.4 79 -23 -4.8 -7.9
JETS U.S. Global Jets ETF 1.3 60 -4 -15.6 -18.7
IYT iShares US Transportation ETF 1.3 40 16 2.1 -1.0
XTN SPDR S&P Transportation ETF 1.3 35 21 1.0 -2.1
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 7 5.8 +2.7
SHLD Global X Defense Tech ETF 1.3 50 6 4.8 +1.7
DAT ProShares Big Data Refiners ETF 1.3 58 -2 1.4 -1.7
VOE Vanguard Mid-Cap Value ETF 1.3 7 49 7.4 +4.3
EQRR ProShares Equities for Rising Rates ETF 1.2 35 21 7.8 +4.7
FVD First Trust Value Line Dividend Index Fund 1.2 65 -9 6.0 +2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 18 6.7 +3.6
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 1.1 60 -4 0.9 -2.2
EMFQ Amplify Emerging Markets FinTech ETF 1.1 69 -13 5.4 +2.3
CGXU Capital Group International Focus Equity ETF 1.1 54 2 4.1 +1.0
AADR AdvisorShares Dorsey Wright ADR ETF 1.1 110 -54 5.4 +2.3
ARGT Global X MSCI Argentina ETF 1.1 59 -3 7.4 +4.3
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.1 86 -30 1.9 -1.2
BRAZ Global X Brazil Active ETF 1.1 75 -19 10.3 +7.2
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.1 86 -30 1.9 -1.2
XBI SPDR S&P BIOTECH ETF 1.1 35 21 -1.4 -4.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.0 45 11 4.9 +1.8
MEM Matthews Emerging Markets Equity Active ETF 1.0 79 -23 5.7 +2.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 50 7.9 +4.8
IDMO Invesco S&P International Developed Momentum ETF 0.9 25 31 7.0 +3.9
STXV Strive 1000 Value ETF 0.9 18 38 7.8 +4.7
EMM Global X Emerging Markets ex-China ETF 0.9 75 -19 3.7 +0.6
GERM ETFMG Treatments Testing and Advancements ETF 0.9 68 -12 -6.6 -9.7
GVLU Gotham 1000 Value ETF 0.9 50 6 7.4 +4.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.9 60 -4 6.7 +3.6
COWS Amplify Cash Flow Dividend Leaders ETF 0.8 0 56 10.6 +7.5
EMC Global X Emerging Markets Great Consumer ETF 0.7 75 -19 4.9 +1.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 31 6.8 +3.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.6 33 23 7.2 +4.1
RPV Invesco S&P 500 Pure Value ETF 0.5 35 21 9.9 +6.8
CVAR Cultivar ETF 0.5 87 -31 6.9 +3.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.5 39 17 7.6 +4.5
TTAI FCF International Quality ETF 0.4 59 -3 7.4 +4.3
TGRW T. Rowe Price Growth Stock ETF 0.4 52 4 4.2 +1.1
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.3 35 21 6.4 +3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 17 4.5 +1.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.2 57 -1 3.6 +0.5
VFVA Vanguard U.S. Value Factor ETF 0.2 13 43 10.6 +7.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 53 6.9 +3.8
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 6 4.9 +1.8
AVDE Avantis International Equity ETF 0.0 23 33 7.9 +4.8
TEQI T. Rowe Price Equity Income ETF 0.0 54 2 4.1 +1.0
ARB AltShares Merger Arbitrage ETF -2.1 77 -21 -0.2 -3.3

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  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 Large Cap Growth ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 28.2 %
Divided by: Fwd. P/BV 7.7 x
Less: Expense ratio 56 bp
Equals: ALTAR Score 3.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.55
 
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.