Invesco Dorsey Wright Energy Momentum ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 24.5x P/Sales
ratio		 1.1x
P/BV
ratio		 2.6x Div.
yield		 2.1%


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

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Oct 12, 2006
Assets (mns) $52
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 36
Wgt avg mkt cap (mns) $44,509
Large cap (>$10bn) 54.9%
Mid cap ($2-10bn) 30.1%
Small cap (<$2bn) 15.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CENTRUS ENERGY CORP. CLASS A 7.4 %
TARGA RESOURCES CORP 5.6 %
MARATHON PETROLEUM 5.6 %
WILLIAMS COS INC 4.3 %
KINDER MORGAN INC 3.5 %
VALERO ENERGY CORP 3.2 %
CHENIERE ENERGY INC 3.1 %
PEABODY ENERGY CORPORATION 3.0 %
RAMACO RESOURCES INC 2.9 %
EXXON MOBIL CORP 2.9 %
Total 41.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.6 %
SWITZERLAND 1.9 %









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.
31.9% 38.6% 21.4% 8.1% 5.7%

Market Correlations
versus... Beta R-squared
S&P500 0.92 40%
MSCI EAFE 0.74 23%
MSCI Emg. Mkts. 0.60 20%

Technical Indicators
Recent close $54.87
30d moving avg. $57.58
Annualized volatility 21.4%
Short interest (ETF) 0.0%
Short interest (Underlying) 6.5%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 17
Turnover 1.8%
Bid/Ask (% of price) 0.16%
ADV underlying (mns) $6,222

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the Invesco Dorsey Wright Energy Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with PXI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PXI Expense: 60 bp ALTAR Score™: 5.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PXI
Ticker Fund
Name		 Overlap1
vs PXI
(%)		 Expense
ratio
(bp)		 Savings
vs PXI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PXI
(%)
RSPG Invesco S&P 500 Equal Weight Energy ETF 40.2 40 20 8.7 +3.2
IYE iShares U.S. Energy ETF 39.6 40 20 6.9 +1.4
VDE Vanguard Energy ETF 39.4 9 51 7.0 +1.5
FENY Fidelity MSCI Energy Index ETF 38.6 8 52 7.0 +1.5
FXN First Trust Energy AlphaDEX Fund 37.0 62 -2 10.7 +5.2
GXPE Global X PureCap MSCI Energy ETF 37.0 25 35 6.8 +1.3
XLE Energy Select Sector SPDR 36.8 8 52 7.2 +1.6
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 36.0 35 25 10.4 +4.9
LNGX Global X U.S. Natural Gas ETF 30.2 45 15 10.2 +4.6
DRLL Strive U.S. Energy ETF 29.5 41 19 8.1 +2.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 29.1 55 5 4.8 -0.8
IGE iShares North American Natural Resources ETF 28.3 41 19 5.6 +0.1
IXC iShares Global Energy ETF 25.7 44 16 7.5 +2.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 25.4 40 20 10.4 +4.8
EINC VanEck Energy Income ETF 24.6 48 12 4.6 -1.0
MLPX Global X MLP & Energy Infrastructure ETF 24.1 45 15 4.4 -1.1
USAI Pacer American Energy Independence ETF 23.9 75 -15 3.6 -1.9
PXE Invesco Energy Exploration & Production ETF 23.4 60 0 12.3 +6.8
ENFR Alerian Energy Infrastructure ETF 21.5 35 25 4.5 -1.0
TPYP Tortoise North American Pipeline Fund 21.5 40 20 5.0 -0.5
MLPI NEOS MLP & Engy Infras Hi Inc ETF 21.1 68 -8 4.2 -1.4
UMI USCF Midstream Energy Income Fund ETF 21.0 85 -25 4.1 -1.4
NVIR Horizon Kinetics Energy and Remediation ETF 19.5 85 -25 5.2 -0.4
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 19.4 59 1 3.1 -2.5
AMZA InfraCap MLP ETF 19.1 164 -104 6.1 +0.6
TEXN iShares Texas Equity ETF 18.7 20 40 5.2 -0.3
EQRR ProShares Equities for Rising Rates ETF 18.6 35 25 6.0 +0.5
FCG First Trust Natural Gas ETF 16.8 60 0 14.1 +8.5
CRAK VanEck Oil Refiners ETF 16.6 61 -1 9.5 +4.0
NANR SPDR S&P North American Natural Resources ETF 16.5 35 25 6.1 +0.6
TMLP Tortoise MLP ETF 16.4 50 10 7.1 +1.5
AVIE Avantis  Inflation Focused Equity ETF 15.6 25 35 6.2 +0.6
BESF Bastion Energy ETF 15.6 80 -20 9.4 +3.8
LGCF Themes US Cash Flow Champions ETF 15.4 30 30 7.3 +1.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 15.3 60 0 7.9 +2.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 15.2 49 11 5.1 -0.5
EIPI FT Energy Income Partners Enhanced Income ETF 15.0 110 -50 5.3 -0.2
USCF Themes US Cash Flow Champions ETF 14.7 29 31 7.7 +2.2
EIPX FT Energy Income Partners Strategy ETF 14.0 95 -35 5.9 +0.3
PWV Invesco Large Cap Value ETF 13.8 55 5 6.4 +0.8
IVRA Invesco Real Assets ESG ETF 13.6 59 1 6.2 +0.6
TXS Texas Capital Texas Equity Index ETF 13.4 49 11 5.0 -0.5
VFLO VictoryShares Free Cash Flow ETF 12.4 39 21 7.8 +2.3
SPVU Invesco S&P 500 Enhanced Value ETF 12.1 13 47 8.6 +3.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 12.0 46 14 5.1 -0.5
PSCE Invesco S&P SmallCap Energy ETF 12.0 29 31 7.1 +1.6
LYLD Cambria Large Cap Shareholder Yield ETF 11.8 59 1 8.3 +2.8
HAP VanEck Natural Resources ETF 11.7 50 10 6.5 +1.0
DFLV Dimensional US Large Cap Value ETF 11.6 22 38 6.3 +0.7
SURE AdvisorShares Insiders Advantage ETF 11.5 90 -30 8.1 +2.5
SHRY First Trust Bloomberg Shareholder Yield ETF 11.5 60 0 8.3 +2.7
FTDS First Trust Dividend Strength ETF 11.3 70 -10 7.0 +1.4
BGIG Bahl & Gaynor Income Growth ETF 11.1 45 15 4.5 -1.0
HDV iShares Core High Dividend ETF 11.0 8 52 6.0 +0.5
COWZ Pacer US Cash Cows 100 ETF 10.9 49 11 7.7 +2.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 10.9 49 11 7.7 +2.1
MAGA Point Bridge America First ETF 10.8 72 -12 5.1 -0.4
DGLO First Trust RBA Deglobalization ETF 10.7 70 -10 5.4 -0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 10.4 45 15 9.0 +3.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 10.1 54 6 5.8 +0.3
DFUV Dimensional US Marketwide Value ETF 9.7 22 38 6.3 +0.8
GNR SPDR S&P Global Natural Resources ETF 9.7 40 20 8.1 +2.6
DURA VanEck Durable High Dividend ETF 9.6 29 31 6.5 +0.9
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 9.6 35 25 1.2 -4.3
DEW WisdomTree Global High Dividend Fund 9.6 58 2 7.3 +1.7
EQIN Columbia US Equity Income ETF 9.5 35 25 6.2 +0.6
STXV Strive 1000 Value ETF 9.4 18 42 6.9 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 9.3 60 0 6.2 +0.6
IEZ iShares U.S. Oil Equipment & Services ETF 9.3 40 20 2.7 -2.8
GII SPDR S&P Global Infrastructure ETF 9.3 40 20 4.1 -1.4
IGF iShares Global Infrastructure ETF 9.3 41 19 4.1 -1.4
FTWO Strive FAANG 2.0 ETF 9.2 49 11 3.7 -1.9
DLN WisdomTree U.S. LargeCap Dividend Fund 9.1 28 32 5.4 -0.1
EMLP First Trust North American Energy Infrastructure Fund 9.1 95 -35 4.6 -0.9
DTD WisdomTree U.S. Total Dividend Fund 9.1 28 32 5.7 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 9.0 6 54 7.0 +1.5
QDIV Global X S&P 500 Quality Dividend ETF 8.9 20 40 7.9 +2.4
VOE Vanguard Mid-Cap Value ETF 8.9 7 53 6.8 +1.3
TPHD Timothy Plan High Dividend Stock ETF 8.8 52 8 6.0 +0.4
DIVL Madison Dividend Value ETF 8.7 65 -5 4.7 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 8.7 25 35 6.4 +0.8
SYLD Cambria Shareholder Yield ETF 8.5 59 1 10.3 +4.8
AVLV Avantis U.S. Large Cap Value ETF 8.5 15 45 5.9 +0.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 8.4 46 14 7.3 +1.8
VYM Vanguard High Dividend Yield Index ETF 8.4 6 54 6.1 +0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 8.3 35 25 6.9 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 8.2 38 22 6.9 +1.3
XME State Street SPDR S&P Metals & Mining ETF 8.1 35 25 5.0 -0.6
FNDB Schwab Fundamental US Broad Market Index ETF 8.1 25 35 6.3 +0.8
DHS WisdomTree U.S. High Dividend Fund 8.1 38 22 8.1 +2.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.0 39 21 9.9 +4.4
ACEP ARS Core Equity ETF 7.9 45 15 4.1 -1.4
RPV Invesco S&P 500 Pure Value ETF 7.9 35 25 9.0 +3.5
SDOG ALPS Sector Dividend Dogs ETF 7.8 36 24 8.4 +2.9
IUS Invesco RAFI Strategic US ETF 7.8 19 41 5.8 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.7 60 0 5.1 -0.4
PXJ Invesco Oil & Gas Services ETF 7.7 63 -3 2.8 -2.7
SCHD Schwab US Dividend Equity ETF 7.6 6 54 8.3 +2.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 7.6 12 48 6.3 +0.7
FPWR First Trust EIP Power Solutions ETF 7.5 96 -36 4.3 -1.2
CCNR ALPS CoreCommodity Natural Resources ETF 7.4 39 21 8.0 +2.4
DIVG Invesco S&P 500 High Dividend Growers ETF 7.4 39 21 7.4 +1.9
FTA First Trust Large Cap Value AlphaDEX Fund 7.3 59 1 7.6 +2.1
VTV Vanguard Value ETF 7.3 4 56 5.9 +0.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.2 20 40 8.8 +3.3
EBI Longview Advantage ETF 7.0 35 25 6.0 +0.5
STRN SMART Trend 25 ETF 7.0 59 1 2.7 -2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.9 38 22 5.2 -0.4
WTV WisdomTree US Value Fund of Benef Interest 6.9 12 48 7.9 +2.3
FDVV Fidelity High Dividend ETF 6.8 15 45 6.7 +1.2
MBOX Freedom Day Dividend ETF 6.7 39 21 7.0 +1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.7 52 8 5.2 -0.3
DFVX Dimensional US Large Cap Vector ETF 6.7 22 38 5.3 -0.3
AGQI First Trust Active Global Quality Income ETF 6.7 85 -25 6.5 +0.9
GCOW Pacer Global Cash Cows Dividend ETF 6.6 60 0 9.1 +3.6
DIVN Horizon Dividend Income ETF 6.6 70 -10 6.6 +1.0
PRXV Praxis Impact Large Cap Value ETF 6.6 36 24 5.7 +0.2
VOOV Vanguard S&P 500 Value ETF 6.6 7 53 5.7 +0.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 6.5 4 56 5.7 +0.2
IVE iShares S&P 500 Value ETF 6.5 18 42 5.6 +0.0
BGDV Bahl & Gaynor Dividend ETF 6.5 45 15 3.9 -1.6
FCPI Fidelity Stocks for Inflation ETF 6.3 15 45 5.8 +0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.3 65 -5 4.8 -0.7
AKAF The Frontier Economic Fund 6.3 20 40 5.0 -0.5
MGV Vanguard Mega Cap Value ETF 6.3 7 53 5.6 +0.0
IUSV iShares Core S&P US Value ETF 6.3 4 56 5.9 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 6.2 60 0 5.1 -0.5
ECML Euclidean Fundamental Value ETF 6.1 95 -35 8.9 +3.4
RWL Invesco S&P 500 Revenue ETF 6.1 39 21 5.9 +0.3
IWX iShares Russell Top 200 Value ETF 6.0 20 40 5.2 -0.4
TCV Towle Value ETF 6.0 85 -25 10.0 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 6.0 34 26 5.8 +0.3
VO Vanguard Mid-Cap ETF 6.0 4 56 5.3 -0.3
EVUS iShares ESG Aware MSCI USA Value ETF 6.0 18 42 5.7 +0.1
DIVB iShares Core Dividend ETF 5.9 5 55 7.4 +1.9
YOKE Yoke Core ETF 5.9 42 18 3.7 -1.8
AVMV Avantis U.S. Mid Cap Value ETF 5.9 20 40 7.3 +1.7
SCHV Schwab U.S. Large-Cap Value ETF 5.9 4 56 5.7 +0.2
MFMO Motley Fool Momentum Factor ETF 5.9 50 10 2.1 -3.4
PTL Inspire 500 ETF 5.8 9 51 4.4 -1.1
ILCV iShares Morningstar Value ETF 5.8 4 56 5.4 -0.1
IWD iShares Russell 1000 Value ETF 5.8 19 41 5.5 -0.0
WOMN Impact Shares YWCA Women's Empowerment ETF 5.8 75 -15 4.8 -0.7
VONV Vanguard Russell 1000 Value ETF 5.7 7 53 5.6 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 5.7 28 32 4.9 -0.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.7 7 53 10.3 +4.7
PKW Invesco Buyback Achievers ETF 5.7 62 -2 7.1 +1.6
TIME Clockwise Core Equity & Innovation ETF 5.7 95 -35 2.1 -3.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.7 65 -5 3.8 -1.7
REVS Columbia Research Enhanced Value ETF 5.6 19 41 6.8 +1.3
VAMO Cambria Value & Momentum ETF 5.5 61 -1 5.2 -0.3
DSMC Distillate Small/Mid Cash Flow ETF 5.4 55 5 11.0 +5.4
VFVA Vanguard U.S. Value Factor ETF 5.4 13 47 9.4 +3.9
AFOS ARS Focused Opportunities Strategy ETF 5.3 45 15 2.1 -3.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 31 6.6 +1.0
DGRO iShares Core Dividend Growth ETF 5.3 8 52 5.6 +0.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.3 30 30 8.8 +3.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.2 49 11 8.2 +2.6
DVY iShares Select Dividend ETF 5.2 38 22 8.1 +2.6
CBSE Clough Select Equity ETF 5.2 85 -25 0.4 -5.2
CSTK Invesco Comstock Contrarian Equity ETF 5.2 35 25 6.0 +0.5
GOP Unusual Whales Subversive Republican Trading ETF 5.2 50 10 4.4 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.1 15 45 4.3 -1.2
MDLV Morgan Dempsey Large Cap Value ETF 5.1 58 2 5.9 +0.3
MFVL Motley Fool Value Factor ETF 5.1 50 10 5.6 +0.1
JPSV JPMorgan Active Small Cap Value ETF 5.1 74 -14 7.5 +2.0
VUSV Vanguard Wellington U.S. Value Active ETF 5.1 30 30 5.8 +0.2
IMCB iShares Morningstar Mid-Cap ETF 5.1 4 56 5.3 -0.2
IWS iShares Russell Mid-Cap Value ETF 5.0 23 37 6.1 +0.6
CRTC Xtrackers US National Critical Technologies ETF 5.0 35 25 4.1 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 4.9 50 10 6.2 +0.6
HLAL Wahed FTSE USA Shariah ETF 4.9 50 10 3.8 -1.8
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 4.9 75 -15 1.9 -3.6
JPEF JPMorgan Equity Focus ETF 4.8 50 10 3.8 -1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 42 6.8 +1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 4.7 35 25 4.4 -1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.7 60 0 4.6 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.7 12 48 5.5 0.0
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 67 -7 8.6 +3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.7 25 35 11.5 +5.9
FMKT The Free Markets ETF 4.7 76 -16 4.1 -1.5
AVUV Avantis U.S. Small Cap Value ETF 4.7 25 35 8.0 +2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.7 58 2 4.9 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.7 19 41 5.1 -0.5
NACP Impact Shares NAACP Minority Empowerment ETF 4.7 49 11 3.9 -1.6
BDIV AAM Brentview Dividend Growth ETF 4.6 49 11 3.6 -1.9
DIVZ TrueShares Low Volatility Equity Income ETF 4.6 65 -5 6.0 +0.4
EQAL Invesco Russell 1000 Equal Weight ETF 4.6 20 40 6.0 +0.5
SSPY Syntax Stratified LargeCap ETF 4.6 30 30 6.1 +0.5
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 42 5.8 +0.2
HGRO Hedgeye Quality Growth ETF 4.6 70 -10 3.4 -2.1
IWR iShares Russell Midcap ETF 4.6 19 41 5.4 -0.2
NDIV Amplify Natural Resources Dividend Income ETF 4.5 59 1 11.2 +5.7
IFRA iShares U.S. Infrastructure ETF 4.5 30 30 5.6 +0.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.5 49 11 7.8 +2.3
ZIG Acquirers Fund 4.5 84 -24 19.8 +14.3
OIH VanEck Oil Services ETF 4.4 35 25 2.6 -3.0
EPS WisdomTree U.S. LargeCap Fund 4.4 8 52 4.8 -0.7
SPDV AAM S&P 500 High Dividend Value ETF 4.4 29 31 11.1 +5.5
BIBL Inspire 100 ETF 4.3 35 25 4.2 -1.3
FEX First Trust Large Cap Core AlphaDEX Fund 4.3 59 1 5.0 -0.5
TNUK Tortoise Nuclear Renaissance ETF 4.3 75 -15 0.6 -4.9
SMCF Themes US Small Cap Cash Flow Champions ETF 4.3 29 31 9.9 +4.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.3 29 31 5.7 +0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.3 60 0 6.8 +1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.2 35 25 7.3 +1.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 4.2 49 11 6.5 +1.0
INCE Franklin Income Equity Focus ETF 4.2 29 31 5.3 -0.3
IQRA IQ CBRE Real Assets ETF 4.2 65 -5 5.7 +0.1
SFGV Sequoia Global Value ETF 4.2 23 37 7.1 +1.6
VSDA VictoryShares Dividend Accelerator ETF 4.2 35 25 6.4 +0.9
FBCV Fidelity Blue Chip Value ETF 4.2 59 1 5.9 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 4.1 10 50 5.2 -0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.1 49 11 4.6 -0.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 4.1 59 1 4.6 -1.0
TBG TBG Dividend Focus ETF 4.1 59 1 6.3 +0.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.1 20 40 6.1 +0.6
UDI USCF Dividend Income Fund 4.1 65 -5 6.7 +1.2
VRAI Virtus Real Asset Income ETF 4.1 55 5 8.4 +2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.1 52 8 4.8 -0.7
GDIV Harbor Dividend Growth Leaders ETF 4.1 50 10 4.0 -1.6
DCOR Dimensional US Core Equity 1 ETF 4.0 14 46 4.6 -0.9
DES WisdomTree U.S. SmallCap Dividend Fund 4.0 38 22 8.1 +2.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.0 15 45 5.0 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 4.0 22 38 5.0 -0.5
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 40 4.7 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 4.0 17 43 4.7 -0.8
AVUS Avantis U.S. Equity ETF 4.0 15 45 4.8 -0.7
DVND Touchstone Dividend Select ETF 3.9 67 -7 5.3 -0.2
LIVR Intelligent Livermore ETF 3.9 69 -9 2.9 -2.7
DXUV Dimensional US Vector Equity ETF 3.9 28 32 5.3 -0.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.9 38 22 8.9 +3.4
JHDV John Hancock U.S. High Dividend ETF 3.9 34 26 6.1 +0.6
STOX Horizon Core Equity ETF 3.9 70 -10 3.6 -1.9
SFTY Horizon Managed Risk ETF 3.9 77 -17 3.5 -2.0
DSPY Tema S&P 500 Historical Weight ETF 3.8 18 42 4.5 -1.1
GVLU Gotham 1000 Value ETF 3.8 50 10 8.1 +2.6
SMRI Bushido Capital US Equity ETF 3.8 71 -11 8.1 +2.6
SDY State Street SPDR S&P Dividend ETF 3.8 35 25 6.1 +0.5
NLR VanEck Uranium+Nuclear Energy ETF 3.8 61 -1 1.3 -4.3
FLDZ RiverNorth Patriot ETF 3.8 75 -15 5.5 0.0
CVY Invesco Zacks Multi-Asset Income ETF 3.7 106 -46 10.0 +4.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.7 27 33 6.4 +0.9
DSTL Distillate US Fundamental Stability & Value ETF 3.7 39 21 7.6 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 3.7 9 51 4.8 -0.8
TOPC iShares S&P 500 3% Capped ETF 3.7 15 45 4.4 -1.1
FPX First Trust US Equity Opportunities ETF 3.6 61 -1 0.8 -4.7
DON WisdomTree U.S. MidCap Dividend Fund 3.6 38 22 8.0 +2.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.6 15 45 6.4 +0.8
FMDE Fidelity Enhanced Mid Cap ETF 3.5 23 37 5.4 -0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.5 60 0 4.0 -1.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.5 20 40 4.6 -1.0
QVAL Alpha Architect US Quantitative Value ETF 3.5 39 21 9.3 +3.8
RFFC ALPS Active Equity Opportunity ETF 3.5 48 12 3.6 -1.9
JGLO JPMorgan Global Select Equity ETF 3.5 33 27 4.2 -1.3
SIZE iShares MSCI USA Size Factor ETF 3.5 15 45 5.5 -0.0
CDIG City Different Investments Global Equity ETF 3.5 75 -15 -1.5 -7.1
RVRB Reverb ETF 3.5 30 30 4.0 -1.5
DFAU Dimensional US Core Equity Market ETF 3.4 12 48 4.4 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 47 5.6 +0.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.4 56 4 6.9 +1.4
YALL God Bless America ETF 3.4 65 -5 4.1 -1.5
OEI Optimized Equity Income ETF 3.4 75 -15 3.5 -2.1
JAVA JPMorgan Active Value ETF 3.4 44 16 5.6 +0.0
ADME Aptus Drawdown Managed Equity ETF 3.3 79 -19 3.4 -2.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.3 12 48 5.4 -0.1
MID American Century Mid Cap Growth Impact ETF 3.3 45 15 2.9 -2.7
PFM Invesco Dividend Achievers ETF 3.3 53 7 4.7 -0.9
ESGU iShares ESG Aware MSCI USA ETF 3.3 15 45 4.2 -1.3
RAUS RACWI US ETF 3.3 15 45 4.2 -1.3
VV Vanguard Large-Cap ETF 3.3 4 56 4.2 -1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.3 47 13 4.9 -0.6
VIG Vanguard Dividend Appreciation ETF 3.3 5 55 4.9 -0.6
SMOX Horizon Small/Mid Cap Core Equity ETF 3.3 75 -15 5.3 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.3 80 -20 3.7 -1.9
GXLC Global X U.S. 500 ETF 3.2 2 58 4.1 -1.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 55 7.6 +2.1
SMOT VanEck Morningstar SMID Moat ETF 3.2 49 11 6.5 +0.9
STRV Strive 500 ETF 3.2 5 55 4.2 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 51 5.5 -0.0
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 42 6.0 +0.4
GSPY Gotham Enhanced 500 ETF 3.2 50 10 4.5 -1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 3.1 52 8 9.1 +3.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.1 35 25 5.7 +0.2
DARP Grizzle Growth ETF 3.1 75 -15 1.8 -3.8
RFV Invesco S&P Midcap 400 Pure Value ETF 3.1 35 25 11.4 +5.9
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 18 3.6 -1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 3.1 18 42 4.0 -1.6
VOO Vanguard S&P 500 ETF 3.1 3 57 4.3 -1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.1 8 52 4.4 -1.1
DFUS Dimensional U.S. Equity ETF 3.1 9 51 4.1 -1.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 3.1 35 25 8.7 +3.2
CATH Global X S&P 500 Catholic Values Custom ETF 3.1 29 31 4.0 -1.5
ILCB iShares Morningstar U.S. Equity ETF 3.1 3 57 4.2 -1.4
CHRI Global X S&P 500 Christian Values ETF 3.1 29 31 4.0 -1.6
GINX SGI Enhanced Global Income ETF 3.1 98 -38 6.7 +1.1
SCHX Schwab U.S. Large-Cap ETF 3.1 3 57 4.3 -1.2
SPY SPDR S&P 500 ETF 3.1 9 51 4.2 -1.3
SPYM State Street SPDR Portfolio S&P 500 ETF 3.1 2 58 4.3 -1.3
IVV iShares Core S&P 500 ETF 3.1 3 57 4.3 -1.3
IWB iShares Russell 1000 ETF 3.1 15 45 4.2 -1.3
VONE Vanguard Russell 1000 ETF 3.0 7 53 4.3 -1.3
LRGF iShares U.S. Equity Factor ETF 3.0 8 52 4.7 -0.9
VTI Vanguard Total Stock Market ETF 3.0 3 57 4.2 -1.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.0 85 -25 2.6 -2.9
SCHK Schwab 1000 Index ETF 3.0 5 55 4.3 -1.2
IYY iShares Dow Jones U.S. ETF 3.0 20 40 4.1 -1.4
CALF Pacer US Small Cap Cash Cows 100 ETF 3.0 59 1 9.3 +3.8
IWV iShares Russell 3000 ETF 3.0 20 40 4.1 -1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.0 3 57 4.4 -1.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 45 5.6 +0.1
NIXT Research Affiliates Deletions ETF 3.0 9 51 6.5 +1.0
VTHR Vanguard Russell 3000 ETF 3.0 7 53 4.2 -1.4
COWS Amplify Cash Flow Dividend Leaders ETF 3.0 0 60 7.4 +1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.0 45 15 3.7 -1.9
RWK Invesco S&P MidCap 400 Revenue ETF 3.0 39 21 7.8 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.9 3 57 4.2 -1.4
SUSA iShares MSCI USA ESG Select ETF 2.9 25 35 4.1 -1.5
SCHB Schwab U.S. Broad Market ETF 2.9 3 57 4.3 -1.3
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 37 2.8 -2.8
WBIY WBI Power Factor High Dividend ETF 2.9 100 -40 12.3 +6.8
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 35 5.5 -0.0
USMC Principal U.S. Mega-Cap ETF 2.9 12 48 3.6 -1.9
MTUM iShares MSCI USA Momentum Factor ETF 2.9 15 45 2.6 -3.0
TOPT iShares Top 20 U.S. Stocks ETF 2.9 20 40 3.3 -2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 25 5.3 -0.2
URA Global X Uranium ETF 2.9 69 -9 0.6 -5.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.9 60 0 4.7 -0.9
DEUS Xtrackers Russell US Multifactor ETF 2.9 17 43 6.5 +0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.9 24 36 7.1 +1.6
KLMN Invesco MSCI North America Climate ETF 2.9 9 51 4.4 -1.2
USMV iShares MSCI USA Min Vol Factor ETF 2.9 15 45 5.2 -0.3
DFAT Dimensional U.S. Targeted Value ETF 2.9 28 32 8.7 +3.1
ENHU iShares Enhanced Large Cap Core Active ETF 2.9 22 38 4.2 -1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 51 5.2 -0.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.8 9 51 4.1 -1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.8 11 49 4.4 -1.2
RECS Columbia Research Enhanced Core ETF 2.8 15 45 5.3 -0.2
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 48 5.1 -0.4
TCAI Tortoise AI Infrastructure ETF 2.8 65 -5 1.4 -4.1
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 50 4.4 -1.2
GQI Natixis Gateway Quality Income ETF 2.8 34 26 4.5 -1.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 30 4.1 -1.4
SVAL iShares US Small Cap Value Factor ETF 2.8 20 40 7.4 +1.9
HDUS Hartford Disciplined US Equity ETF 2.8 19 41 4.8 -0.8
WCEO Hypatia Women CEO ETF 2.8 85 -25 4.7 -0.8
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 40 5.9 +0.4
MGC Vanguard Mega Cap ETF 2.8 7 53 4.0 -1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.8 80 -20 5.6 +0.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -10 9.6 +4.0
ABIG Argent Large Cap ETF 2.7 49 11 4.3 -1.2
BFOR ALPS Barron's 400 ETF 2.7 65 -5 4.9 -0.6
OEF iShares S&P 100 ETF 2.7 20 40 3.9 -1.7
JHML John Hancock Multifactor Large Cap ETF 2.7 29 31 4.5 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.7 20 40 4.3 -1.3
IOO iShares Global 100 ETF 2.7 41 19 3.9 -1.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.7 35 25 4.4 -1.1
APUE ActivePassive U.S. Equity ETF 2.7 45 15 4.0 -1.6
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 25 5.3 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 20 5.2 -0.3
FDLO Fidelity Low Volatility Factor ETF 2.7 15 45 4.8 -0.8
IWL iShares Russell Top 200 ETF 2.7 15 45 3.9 -1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 40 4.3 -1.3
VLUE iShares MSCI USA Value Factor ETF 2.7 15 45 7.4 +1.9
SPXV ProShares S&P 500 Ex-Health Care ETF 2.7 9 51 4.0 -1.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.7 30 30 7.4 +1.9
GRPM Invesco S&P MidCap 400 GARP ETF 2.6 35 25 6.8 +1.3
DFSV Dimensional US Small Cap Value ETF 2.6 31 29 8.9 +3.4
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 48 3.5 -2.1
FDMO Fidelity Momentum Factor ETF 2.6 15 45 2.5 -3.0
VNSE Natixis Vaughan Nelson Select ETF 2.6 80 -20 3.4 -2.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.6 7 53 4.2 -1.4
SPGP Invesco S&P 500 GARP ETF 2.5 34 26 5.7 +0.1
USMF WisdomTree U.S. Multifactor Fund 2.5 28 32 6.5 +1.0
PBUS Invesco MSCI USA ETF 2.5 4 56 4.3 -1.3
AUSF Global X Adaptive U.S. Factor ETF 2.5 27 33 8.0 +2.5
QWLD SPDR MSCI World StrategicFactors ETF 2.5 30 30 5.1 -0.4
AFLG First Trust Active Factor Large Cap ETF 2.5 55 5 5.0 -0.5
GEW Cambria Global EW ETF 2.5 29 31 5.4 -0.2
ACVF American Conservative Values ETF 2.5 75 -15 3.7 -1.8
DIVE Dana Concentrated Dividend ETF 2.5 65 -5 6.8 +1.3
FELC Fidelity Enhanced Large Cap Core ETF 2.5 18 42 4.4 -1.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.5 15 45 7.9 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 2.5 18 42 7.8 +2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.5 2 58 4.2 -1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 2.5 0 60 4.2 -1.3
QUVU Hartford Quality Value ETF 2.5 46 14 5.6 +0.1
VOTE TCW Transform 500 ETF 2.4 5 55 4.2 -1.4
FQAL Fidelity Quality Factor ETF 2.4 15 45 4.8 -0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.4 70 -10 4.6 -0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.4 29 31 6.4 +0.9
ABEQ Absolute Select Value ETF 2.4 85 -25 4.3 -1.3
FTCS First Trust Capital Strength ETF 2.4 55 5 5.4 -0.1
CAML Congress Large Cap Growth ETF 2.4 66 -6 2.3 -3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.4 32 28 4.1 -1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 24 4.1 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 35 5.0 -0.6
LST Leuthold Select Industries ETF 2.4 91 -31 4.9 -0.7
FMTM MarketDesk Focused U.S. Momentum ETF 2.4 45 15 4.8 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 49 4.2 -1.4
TOK iShares MSCI Kokusai ETF 2.4 26 34 4.3 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 45 5.9 +0.3
DAK Dakota Active Equity ETF 2.4 43 17 3.8 -1.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.4 10 50 8.0 +2.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.4 39 21 7.6 +2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 53 4.4 -1.2
COPY Tweedy, Browne Insider + Value ETF 2.3 80 -20 14.9 +9.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 45 3.7 -1.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 50 3.7 -1.9
NETZ TCW Transform Systems ETF 2.3 75 -15 1.4 -4.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 42 3.7 -1.9
EZM WisdomTree U.S. MidCap Fund 2.3 38 22 8.0 +2.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.3 50 10 8.5 +2.9
DGT State Street SPDR Global Dow ETF 2.3 50 10 5.7 +0.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.3 12 48 3.6 -2.0
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -15 4.4 -1.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.2 70 -10 3.9 -1.6
URAN Themes Uranium & Nuclear ETF 2.2 35 25 0.8 -4.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 42 5.1 -0.4
URTH iShares MSCI World ETF 2.2 24 36 4.4 -1.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.2 7 53 6.6 +1.1
FLV American Century Focused Large Cap Value ETF 2.2 42 18 6.1 +0.5
EDOW First Trust Dow 30 Equal Weight ETF 2.2 50 10 4.7 -0.9
BLCR iShares Large Cap Core Active ETF 2.2 36 24 2.9 -2.6
DIA SPDR Dow Jones Industrial Average ETF 2.2 16 44 4.8 -0.8
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -15 2.2 -3.4
BEEX BeeHive ETF 2.2 84 -24 3.8 -1.8
PY Principal Value ETF 2.2 15 45 7.0 +1.5
XLG Invesco S&P 500 Top 50 ETF 2.2 20 40 3.6 -2.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 41 4.9 -0.7
CGUS Capital Group Core Equity ETF 2.2 33 27 3.6 -1.9
SFYF SoFi Social 50 ETF 2.2 29 31 0.8 -4.7
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 60 0 6.2 +0.6
ABLD Abacus FCF Real Assets Leaders ETF 2.2 69 -9 6.1 +0.6
ABFL Abacus FCF Leaders ETF 2.2 59 1 3.8 -1.7
BRIF FIS Bright Portfolios Focused Equity ETF 2.2 65 -5 3.6 -1.9
XMMO Invesco S&P MidCap Momentum ETF 2.2 34 26 3.4 -2.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.2 38 22 3.9 -1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.1 9 51 4.9 -0.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.1 40 20 6.6 +1.1
AIEQ AI Powered Equity ETF 2.1 75 -15 3.7 -1.8
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 54 7.8 +2.2
FVAL Fidelity Value Factor ETF 2.1 15 45 6.0 +0.5
STXK Strive Small-Cap ETF 2.1 18 42 5.2 -0.4
DUHP Dimensional US High Profitability ETF 2.1 21 39 5.2 -0.4
FTGS First Trust Growth Strength ETF 2.1 60 0 3.5 -2.0
RDVY First Trust Rising Dividend Achievers ETF 2.1 50 10 5.1 -0.5
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 53 6.3 +0.7
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 11 4.8 -0.8
ROUS Hartford Multifactor US Equity ETF 2.1 19 41 5.5 -0.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 57 6.4 +0.9
FFND Future Fund Active ETF 2.0 100 -40 4.3 -1.3
IJR iShares Core S&P Small Cap ETF 2.0 6 54 6.4 +0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 25 3.7 -1.9
ICAP InfraCap Equity Income Fund ETF 2.0 171 -111 4.3 -1.2
HYP Golden Eagle Dynamic Hypergrowth ETF 2.0 85 -25 -0.8 -6.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.0 49 11 3.4 -2.1
KLMT Invesco MSCI Global Climate 500 ETF 2.0 10 50 5.0 -0.5
FLRG Fidelity U.S. Multifactor ETF 2.0 15 45 5.8 +0.3
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 29 5.7 +0.1
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.0 12 48 6.7 +1.1
LCF Touchstone US Large Cap Focused ETF 2.0 69 -9 3.6 -1.9
KRMA Global X Conscious Companies ETF 2.0 43 17 5.3 -0.3
DFAS Dimensional U.S. Small Cap ETF 2.0 26 34 5.6 +0.0
ACWI iShares MSCI ACWI ETF 1.9 32 28 4.7 -0.9
OALC OneAscent Large Cap Core ETF 1.9 86 -26 3.5 -2.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.9 55 5 3.1 -2.4
VFMF Vanguard U.S. Multifactor ETF 1.9 18 42 6.7 +1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 1.9 42 18 4.2 -1.3
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 12 3.8 -1.7
SFY SoFi Select 500 ETF 1.9 0 60 3.8 -1.7
VXF Vanguard Extended Market ETF 1.9 5 55 3.8 -1.8
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 18 5.4 -0.1
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 48 7.1 +1.5
DIVY Sound Equity Dividend Income ETF 1.9 45 15 8.0 +2.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 35 6.1 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.9 23 37 5.9 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.9 25 35 7.8 +2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 51 4.4 -1.1
VALQ American Century U.S. Quality Value ETF 1.9 29 31 7.1 +1.6
PRAY FIS Christian Stock Fund 1.8 69 -9 3.9 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 46 4.2 -1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 50 9.1 +3.5
TMFC Motley Fool 100 Index ETF 1.8 50 10 3.0 -2.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -15 2.0 -3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 45 4.9 -0.6
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 35 4.7 -0.9
JEPI JPMorgan Equity Premium Income ETF 1.8 35 25 4.8 -0.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.8 35 25 6.3 +0.7
VT Vanguard Total World Stock ETF 1.8 6 54 5.0 -0.5
WLDR Affinity World Leaders Equity ETF 1.8 67 -7 6.3 +0.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.8 3 57 6.1 +0.5
IJH iShares Core S&P Mid-Cap ETF 1.8 5 55 6.0 +0.5
NUKZ Range Nuclear Renaissance Index ETF 1.8 85 -25 1.2 -4.4
ROE Astoria US Quality Kings ETF 1.8 49 11 5.5 -0.1
MNZL Manzil Russell Halal USA Broad MarketETF 1.8 40 20 4.0 -1.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.8 15 45 6.2 +0.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.8 15 45 9.1 +3.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.8 35 25 3.0 -2.5
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 42 9.0 +3.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 30 3.8 -1.7
LGRO Level Four Large Cap Growth Active ETF 1.7 55 5 3.8 -1.8
RGEF Rockefeller Global Equity ETF 1.7 55 5 3.9 -1.7
GQQQ Astoria US Quality Growth Kings ETF 1.7 35 25 3.4 -2.1
ULVM VictoryShares US Value Momentum ETF 1.7 20 40 6.2 +0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 35 4.1 -1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 51 4.4 -1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 53 6.0 +0.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 43 5.0 -0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.7 35 25 6.5 +0.9
KAT Scharf ETF 1.7 87 -27 6.0 +0.5
GKAT Scharf Global Opportunity ETF 1.7 57 3 5.7 +0.2
SPVM Invesco S&P 500 Value with Momentum ETF 1.7 39 21 6.4 +0.9
VUSE Vident U.S. Equity Strategy ETF 1.7 50 10 3.7 -1.8
USEW Cambria US EW ETF 1.7 30 30 4.2 -1.4
PSC Principal U.S. Small-Cap ETF 1.7 38 22 3.7 -1.8
IWO iShares Russell 2000 Growth ETF 1.6 24 36 0.5 -5.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.6 35 25 4.9 -0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.6 15 45 6.8 +1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 40 5.6 +0.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.6 15 45 6.3 +0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.6 15 45 8.3 +2.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 0 -0.9 -6.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 25 6.1 +0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 56 5.2 -0.3
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -25 3.7 -1.8
VBR Vanguard Small Cap Value ETF 1.6 7 53 7.8 +2.3
BLCV iShares Large Cap Value Active ETF 1.6 53 7 6.4 +0.9
IWM iShares Russell 2000 ETF 1.6 19 41 2.7 -2.9
RSSL Global X Russell 2000 ETF 1.6 8 52 2.7 -2.8
ISCB iShares Morningstar Small-Cap ETF 1.6 4 56 5.4 -0.2
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 31 6.7 +1.2
BWEB Bitwise Web3 ETF 1.6 85 -25 -0.1 -5.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 45 6.1 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 36 6.0 +0.5
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 47 5.6 +0.0
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 25 6.2 +0.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 48 6.2 +0.7
FSGS First Trust SMID Growth Strength ETF 1.5 60 0 4.7 -0.8
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 8 6.5 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 50 4.3 -1.3
IWN iShares Russell 2000 Value ETF 1.5 24 36 4.8 -0.7
VTWV Vanguard Russell 2000 Value ETF 1.5 10 50 5.0 -0.6
SWP SWP Growth & Income ETF 1.5 99 -39 4.1 -1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -35 -0.5 -6.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 51 3.8 -1.8
NULC Nuveen ESG Large-Cap ETF 1.5 21 39 4.0 -1.5
BLES Inspire Global Hope ETF 1.4 61 -1 5.7 +0.1
VOT Vanguard Mid-Cap Growth ETF 1.4 7 53 3.1 -2.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.4 47 13 7.8 +2.2
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 35 4.6 -1.0
DUSA Davis Select U.S. Equity ETF 1.4 61 -1 7.0 +1.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 0 9.6 +4.1
OSCV Opus Small Cap Value ETF 1.4 79 -19 5.7 +0.1
NUDV Nuveen ESG Dividend ETF 1.4 26 34 6.1 +0.6
VTWO Vanguard Russell 2000 ETF 1.4 7 53 2.8 -2.8
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -15 5.9 +0.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 40 5.6 +0.1
BUL Pacer US Cash Cows Growth ETF 1.3 60 0 3.3 -2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 48 5.9 +0.4
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 50 0.6 -4.9
NULV Nuveen ESG Large-Cap Value ETF 1.3 26 34 5.3 -0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 25 6.0 +0.4
QDF FlexShares Quality Dividend Index Fund 1.3 37 23 5.4 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -10 2.0 -3.5
FSCS First Trust SMID Capital Strength ETF 1.3 60 0 6.7 +1.2
ALIL Argent Focused Small Cap ETF 1.3 74 -14 5.6 +0.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.3 59 1 8.5 +2.9
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 -15 4.0 -1.5
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 17 3.5 -2.0
FEGE First Eagle Global Equity ETF 1.3 79 -19 5.9 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -1 5.4 -0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.2 39 21 1.1 -4.5
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 18 5.9 +0.4
DSI iShares MSCI KLD 400 Social ETF 1.2 25 35 4.2 -1.3
AVUQ Avantis U.S. Quality ETF 1.2 15 45 3.5 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -13 9.8 +4.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 23 5.4 -0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.2 80 -20 6.6 +1.1
RJDI RJ Eagle GCM Dividend Select Income ETF 1.2 55 5 4.4 -1.1
GURU Global X Guru Index ETF 1.2 75 -15 2.3 -3.2
STXM Strive Mid-Cap ETF 1.2 18 42 5.7 +0.2
FVD First Trust Value Line Dividend Index Fund 1.2 65 -5 5.6 +0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 43 4.1 -1.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 45 4.1 -1.5
FPAG FPA Global Equity ETF 1.2 49 11 5.7 +0.2
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 45 6.5 +1.0
DBSC Deepwater Beachfront Small Cap ETF 1.1 85 -25 1.1 -4.4
PSCM Invesco S&P SmallCap Materials ETF 1.1 29 31 9.3 +3.8
CGDG Capital Group Dividend Growers ETF 1.1 47 13 5.1 -0.5
GLOF iShares Global Equity Factor ETF 1.1 20 40 5.6 +0.1
FESM Fidelity Enhanced Small Cap ETF 1.1 28 32 2.3 -3.2
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 45 4.4 -1.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.1 43 17 4.8 -0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 50 4.3 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 50 4.1 -1.4
VOLT Tema Electrification ETF 1.1 75 -15 2.4 -3.2
EES WisdomTree U.S. SmallCap Fund 1.1 38 22 7.9 +2.4
VB Vanguard Small-Cap ETF 1.1 5 55 5.2 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 35 5.5 -0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 45 5.1 -0.5
ACES ALPS Clean Energy ETF 1.1 55 5 -2.6 -8.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 30 13.4 +7.9
THRO iShares U.S. Thematic Rotation Active ETF 1.0 90 -30 3.2 -2.3
CGGR Capital Group Growth ETF 1.0 39 21 2.5 -3.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 54 2.7 -2.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.0 25 35 6.7 +1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 53 5.3 -0.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 21 3.5 -2.0
POWR iShares U.S. Power Infrastructure ETF 1.0 40 20 3.9 -1.6
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 47 1.7 -3.8
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -16 3.2 -2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 56 5.6 +0.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -11 -0.6 -6.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -15 6.1 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 40 4.1 -1.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 40 7.3 +1.8
IWC iShares Micro-Cap ETF 1.0 60 0 -1.4 -6.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 0 3.4 -2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 21 2.3 -3.3
WSML iShares MSCI World Small-Cap ETF 0.9 15 45 5.3 -0.2
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -20 15.6 +10.1
GPT Intelligent Alpha Atlas ETF 0.9 69 -9 6.0 +0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -20 5.8 +0.2
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 56 5.9 +0.3
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 0 4.8 -0.7
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 1 3.3 -2.2
SCHA Schwab U.S. Small-Cap ETF 0.9 4 56 4.4 -1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 42 3.1 -2.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 0 5.7 +0.1
XVV iShares ESG Screened S&P 500 ETF 0.9 8 52 4.2 -1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 54 3.4 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 31 4.0 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -15 3.2 -2.3
PBD Invesco Global Clean Energy ETF 0.9 75 -15 0.2 -5.3
SPMO Invesco S&P 500 Momentum ETF 0.9 13 47 3.3 -2.2
FDWM Fidelity Women's Leadership ETF 0.8 59 1 3.7 -1.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 40 4.0 -1.5
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 42 4.7 -0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -4 1.3 -4.3
ROSC Hartford Multifactor Small Cap ETF 0.8 34 26 7.2 +1.7
FFOX FundX Future Fund Opportunities ETF 0.8 100 -40 2.3 -3.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.8 40 20 3.3 -2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 51 4.4 -1.2
SPHB Invesco S&P 500 High Beta ETF 0.8 25 35 3.9 -1.7
OPTZ Optimize Strategy Index ETF 0.8 50 10 3.7 -1.9
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 31 3.8 -1.7
XSMO Invesco S&P SmallCap Momentum ETF 0.7 39 21 3.6 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 40 4.7 -0.8
OTGL OTG Latin America ETF 0.7 269 -209 6.9 +1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 56 3.3 -2.2
SMMD iShares Russell 2500 ETF 0.7 15 45 5.6 +0.0
BUZZ VanEck Social Sentiment ETF 0.7 75 -15 -0.7 -6.2
RPG Invesco S&P 500 Pure Growth ETF 0.7 35 25 2.7 -2.9
QGRO American Century U.S. Quality Growth ETF 0.7 29 31 3.8 -1.7
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -5 7.1 +1.5
TTAC FCF US Quality ETF 0.6 59 1 5.4 -0.1
SPHQ Invesco S&P 500 Quality ETF 0.6 15 45 4.7 -0.9
ICLN iShares Global Clean Energy ETF 0.6 41 19 1.8 -3.7
JGRO JPMorgan Active Growth ETF 0.6 44 16 2.4 -3.2
ISMD Inspire Small/Mid Cap ETF 0.6 54 6 5.2 -0.3
WDNA WisdomTree BioRevolution Fund 0.6 45 15 -2.2 -7.8
NUSC Nuveen ESG Small-Cap ETF 0.6 31 29 4.9 -0.7
LOWV AB US Low Volatility Equity ETF 0.6 48 12 4.3 -1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -19 4.2 -1.4
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -21 3.0 -2.6
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 32 2.9 -2.7
XLSR State Street US Sector Rotation ETF 0.5 70 -10 4.3 -1.2
AIPO Defiance AI & Power Infrastructure ETF 0.5 69 -9 0.8 -4.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 20 3.9 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 45 4.6 -1.0
IQM Franklin Intelligent Machines ETF 0.5 50 10 1.1 -4.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 1 1.8 -3.7
QQQ Invesco QQQ Trust Series I 0.5 20 40 3.3 -2.2
QQQM Invesco NASDAQ 100 ETF 0.5 15 45 3.4 -2.2
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 5 3.5 -2.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.5 12 48 3.4 -2.1
STXG Strive 1000 Growth ETF 0.5 18 42 3.2 -2.3
VBK Vanguard Small-Cap Growth ETF 0.5 7 53 1.3 -4.3
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 35 5.9 +0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 30 2.7 -2.8
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 0 8.0 +2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 45 4.3 -1.2
YNOT Horizon Digital Frontier ETF 0.3 75 -15 2.6 -3.0
VONG Vanguard Russell 1000 Growth ETF 0.3 7 53 3.5 -2.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.3 55 5 9.0 +3.5
IWF iShares Russell 1000 Growth ETF 0.3 19 41 3.4 -2.2
CCSO Carbon Collective Climate Solutions US Equity ETF 0.3 35 25 0.9 -4.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.3 12 48 3.4 -2.1
DUNK Dana Unconstrained Equity ETF 0.2 75 -15 2.1 -3.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 39 2.9 -2.6
ILCG iShares Morningstar Growth ETF 0.2 4 56 3.1 -2.5
VUG Vanguard Growth ETF 0.2 4 56 3.4 -2.2
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 0 6.8 +1.2
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 24 3.1 -2.5
FMAT Fidelity MSCI Materials Index ETF 0.2 8 52 4.8 -0.7
FFF Founders 100 ETF 0.1 75 -15 2.5 -3.1
VAW Vanguard Materials ETF 0.1 9 51 4.8 -0.7
PICK iShares MSCI Global Metals & Mining Producers ETF 0.1 39 21 7.6 +2.1
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 56 3.1 -2.4
FUTY Fidelity MSCI Utilities Index ETF 0.0 8 52 4.7 -0.8
VPU Vanguard Utilities ETF 0.0 9 51 4.7 -0.8
IWY iShares Russell Top 200 Growth ETF 0.0 20 40 3.5 -2.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -5 0.0 -5.5

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.57
 
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.