Invesco DWA Energy Momentum ETF
|
- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The Invesco DWA Energy Momentum Portfolio tracks an index of U.S. energy firms selected and weighted by price momentum. |
Category | US Equities |
Fund Sponsor | Invesco PowerShares |
Website | www.powershares.com |
Inception date | Oct 12, 2006 |
Assets (mns) | $200 |
Currency | USD |
Expense ratio | 60 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | BNY Mellon |
Weighting | Momentum |
Index replication | |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 30 |
Wgt avg mkt cap (mns) | $29,399 |
Large cap (>$10bn) | 54.7% |
Mid cap ($2-10bn) | 31.7% |
Small cap (<$2bn) | 13.7% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
EARTHSTONE ENERGY INC | 7.3 % |
ANTERO RESOURCES CORP | 4.3 % |
CHENIERE ENERGY INC | 4.1 % |
SM ENERGY CO | 3.9 % |
MATADOR RESOURCES CO | 3.9 % |
ENCANA CORP | 3.7 % |
RANGE RESOURCES CORP | 3.6 % |
PETROLEUM DEVELOPMENT CORP | 3.5 % |
DEVON ENERGY CORPORATION | 3.2 % |
TARGA RESOURCES CORP | 3.2 % | Total | 40.8 % |
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UNITED STATES | 87.2 % |
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BERMUDA | 1.8 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
25.8% | 26.4% | 4.3% | 1.5% | 3.3% |
versus... | Beta | R-squared |
S&P500 | 1.85 | 37% |
MSCI EAFE | 2.06 | 46% |
MSCI Emg. Mkts. | 2.10 | 52% |
Recent close | $38.21 |
30d moving avg. | $45.63 |
Annualized volatility | 56.6% |
Short interest (ETF) | 0.2% |
Short interest (Underlying) | 6.5% |
Relative strength (RSI) | 45 |
Avg. volume (thou.) | 67 |
Turnover | 1.3% |
Bid/Ask (% of price) | 0.14% |
ADV underlying (mns) | $10,376 |
FINDING ALTERNATIVE FUNDS
Below is a list of 553 potential alternatives to the Invesco DWA 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™: | 6.1% |
Ticker | Fund Name |
Overlap1 vs PXI (%) |
Expense ratio (bp) |
Savings vs PXI (bp) |
ALTAR Score™ (%) |
ALTAR vs PXI (%) |
XOP | SPDR S&P Oil & Gas Exploration & Production ETF | 45.3 | 35 | 25 | 6.3 | +0.1 |
FTXN | First Trust Nasdaq Oil & Gas ETF | 43.2 | 60 | 0 | 19.8 | +13.6 |
PXE | Invesco Dynamic Energy Exploration & Production ETF | 42.0 | 63 | -3 | 6.3 | +0.2 |
FCG | First Trust Natural Gas ETF | 40.9 | 60 | 0 | 11.7 | +5.6 |
IEO | iShares U.S. Oil & Gas Exploration & Production ETF | 37.2 | 42 | 18 | 6.8 | +0.7 |
JHME | John Hancock Multifactor Energy ETF | 37.0 | 40 | 20 | 5.6 | -0.5 |
FXN | First Trust Energy AlphaDEX Fund | 34.4 | 64 | -4 | 9.5 | +3.4 |
RYE | Invesco S&P 500 Equal Weight Energy ETF | 33.3 | 40 | 20 | 5.5 | -0.6 |
FENY | Fidelity MSCI Energy Index ETF | 30.0 | 8 | 52 | 5.7 | -0.4 |
VDE | Vanguard Energy Index Fund | 29.3 | 10 | 50 | 5.7 | -0.5 |
IYE | iShares U.S. Energy ETF | 28.4 | 42 | 18 | 5.3 | -0.8 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 25.9 | 49 | 11 | 5.7 | -0.4 |
XLE | Energy Select Sector SPDR Fund | 25.4 | 10 | 50 | 6.1 | -0.1 |
IGE | iShares North American Natural Resources ETF | 25.0 | 43 | 17 | 5.8 | -0.3 |
DWEQ | AdvisorShares Dorsey Wright Alpha Equal Weight ETF | 23.6 | 96 | -36 | 4.2 | -2.0 |
FFTY | Innovator IBD 50 ETF | 20.4 | 80 | -20 | 12.5 | +6.4 |
FILL | iShares MSCI Global Energy Producers ETF | 20.0 | 39 | 21 | 7.9 | +1.8 |
IXC | iShares Global Energy ETF | 19.3 | 43 | 17 | 7.0 | +0.9 |
PDP | Invesco DWA Momentum ETF | 19.2 | 62 | -2 | 5.7 | -0.4 |
NANR | SPDR S&P North American Natural Resources ETF | 13.6 | 35 | 25 | 6.4 | +0.2 |
PSCE | Invesco S&P SmallCap Energy ETF | 12.3 | 29 | 31 | 4.8 | -1.3 |
ORFN | Constrained Capital ESG Orphans ETF | 12.0 | 75 | -15 | 5.5 | -0.7 |
EQRR | ProShares Equities for Rising Rates ETF | 11.8 | 35 | 25 | 8.1 | +2.0 |
DWAS | Invesco DWA SmallCap Momentum ETF | 11.8 | 60 | 0 | 5.4 | -0.7 |
AVLV | Avantis U.S. Large Cap Value ETF | 11.7 | 15 | 45 | 9.4 | +3.3 |
VAMO | Cambria Value & Momentum ETF | 11.6 | 64 | -4 | 10.8 | +4.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 11.6 | 65 | -5 | 7.4 | +1.3 |
VFMO | Vanguard U.S. Momentum Factor ETF | 11.1 | 13 | 47 | 6.0 | -0.1 |
SAMT | Strategas Macro Thematic Opportunities ETF | 10.4 | 65 | -5 | 3.7 | -2.5 |
AUSF | Global X Adaptive U.S. Factor ETF | 10.4 | 27 | 33 | 6.3 | +0.1 |
PXJ | Invesco Dynamic Oil & Gas Services ETF | 10.2 | 63 | -3 | -1.2 | -7.3 |
MTUM | iShares MSCI USA Momentum Factor ETF | 10.1 | 15 | 45 | 5.9 | -0.3 |
IEZ | iShares U.S. Oil Equipment & Services ETF | 9.5 | 41 | 19 | 0.2 | -6.0 |
XES | SPDR S&P Oil & Gas Equipment & Services ETF | 9.5 | 35 | 25 | -3.1 | -9.2 |
COWZ | Pacer US Cash Cows 100 ETF | 9.5 | 49 | 11 | 12.7 | +6.6 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 9.5 | 60 | 0 | 5.8 | -0.3 |
FCPI | Fidelity Stocks for Inflation ETF | 9.4 | 29 | 31 | 10.1 | +4.0 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 9.3 | 15 | 45 | 8.1 | +2.0 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 9.2 | 70 | -10 | 5.0 | -1.1 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 8.9 | 60 | 0 | 13.1 | +6.9 |
BUL | Pacer US Cash Cows Growth ETF | 8.8 | 60 | 0 | 9.7 | +3.5 |
SPMO | Invesco S&P 500 Momentum ETF | 8.7 | 13 | 47 | 6.3 | +0.2 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 8.6 | 46 | 14 | 8.5 | +2.3 |
GRES | IQ Global Resources ETF | 8.6 | 30 | 30 | 8.3 | +2.2 |
MLPX | Global X MLP & Energy Infrastructure ETF | 8.6 | 45 | 15 | 4.5 | -1.6 |
USAI | Pacer American Energy Independence ETF | 8.6 | 75 | -15 | 3.4 | -2.7 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 8.5 | 75 | -15 | 7.8 | +1.7 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 8.4 | 63 | -3 | 5.1 | -1.0 |
OIH | VanEck Oil Services ETF | 8.2 | 35 | 25 | -0.5 | -6.6 |
SLT | Pacer Salt High truBeta US Market ETF | 8.2 | 60 | 0 | 0.0 | -6.1 |
VFMF | Vanguard U.S. Multifactor ETF | 8.2 | 19 | 41 | 10.3 | +4.2 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 8.0 | 35 | 25 | 10.4 | +4.3 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 8.0 | 39 | 21 | 9.6 | +3.5 |
JAVA | JPMorgan Active Value ETF | 7.9 | 44 | 16 | 7.1 | +1.0 |
AVUV | Avantis U.S. Small Cap Value ETF | 7.8 | 25 | 35 | 10.4 | +4.3 |
PWV | Invesco Dynamic Large Cap Value ETF | 7.8 | 58 | 2 | 8.1 | +2.0 |
TPYP | Tortoise North American Pipeline Fund | 7.7 | 40 | 20 | 4.9 | -1.2 |
EQOP | Natixis U.S. Equity Opportunities ETF | 7.7 | 90 | -30 | 6.8 | +0.6 |
EINC | VanEck Energy Income ETF | 7.3 | 45 | 15 | 4.8 | -1.4 |
ENFR | Alerian Energy Infrastructure ETF | 7.3 | 35 | 25 | 4.8 | -1.4 |
UMI | USCF Midstream Energy Income Fund ETF | 7.3 | 85 | -25 | 3.5 | -2.7 |
MKEM | Meakem Value and Inflation Screen | 7.2 | 10 | 50 | 5.4 | -0.7 |
QVAL | Alpha Architect U.S. Quantitative Value ETF | 7.2 | 49 | 11 | 16.2 | +10.1 |
HAP | VanEck Natural Resources ETF | 7.2 | 49 | 11 | 7.6 | +1.5 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 7.1 | 60 | 0 | 9.0 | +2.9 |
GRZZ | Grizzle Growth ETF | 7.1 | 75 | -15 | 7.3 | +1.1 |
RUFF | Alpha Dog ETF | 7.0 | 90 | -30 | 5.4 | -0.7 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 6.9 | 69 | -9 | 8.2 | +2.1 |
GNR | SPDR S&P Global Natural Resources ETF | 6.8 | 40 | 20 | 9.8 | +3.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 6.8 | 33 | 27 | 8.8 | +2.7 |
USVT | US Value ETF | 6.7 | 49 | 11 | 12.5 | +6.4 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 6.6 | 75 | -15 | 10.3 | +4.2 |
QDIV | Global X S&P 500 Quality Dividend ETF | 6.6 | 20 | 40 | 8.9 | +2.8 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 6.6 | 30 | 30 | 7.7 | +1.6 |
DFUV | Dimensional US Marketwide Value ETF | 6.5 | 0 | 60 | 0.0 | -6.1 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 6.5 | 35 | 25 | 8.4 | +2.2 |
MAGA | Point Bridge GOP Stock Tracker ETF | 6.4 | 72 | -12 | 6.2 | +0.1 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 6.4 | 30 | 30 | 10.5 | +4.3 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 6.2 | 80 | -20 | 9.6 | +3.5 |
DHS | WisdomTree U.S. High Dividend Fund | 6.1 | 38 | 22 | 8.3 | +2.2 |
IVDG | Invesco Focused Discovery Growth ETF | 6.0 | 59 | 1 | 5.0 | -1.2 |
MBOX | Freedom Day Dividend ETF | 5.7 | 39 | 21 | 8.6 | +2.4 |
LYFE | 2nd Vote Life Neutral Plus ETF | 5.7 | 75 | -15 | 8.1 | +2.0 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 5.7 | 75 | -15 | 3.4 | -2.7 |
FLDZ | RiverNorth Volition America Patriot ETF | 5.7 | 70 | -10 | 6.2 | +0.0 |
SFYX | Sofi Next 500 ETF | 5.6 | 0 | 60 | 6.3 | +0.1 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 5.6 | 85 | -25 | 5.5 | -0.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 5.5 | 59 | 1 | 8.4 | +2.3 |
FPX | First Trust US IPO Index Fund | 5.4 | 57 | 3 | 2.8 | -3.4 |
RPG | Invesco S&P 500 Pure Growth ETF | 5.4 | 35 | 25 | 7.5 | +1.4 |
IUS | Invesco Strategic US ETF | 5.4 | 19 | 41 | 7.5 | +1.4 |
AVUS | Avantis U.S. Equity ETF | 5.3 | 15 | 45 | 7.5 | +1.4 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 5.3 | 64 | -4 | 8.2 | +2.1 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 5.2 | 28 | 32 | 7.2 | +1.1 |
IVRA | Invesco Real Assets ESG ETF | 5.2 | 59 | 1 | 5.5 | -0.6 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 5.2 | 65 | -5 | 8.1 | +2.0 |
VFVA | Vanguard U.S. Value Factor ETF | 5.1 | 14 | 46 | 13.0 | +6.9 |
FMIL | Fidelity New Millennium ETF | 5.1 | 59 | 1 | 7.3 | +1.2 |
ICAP | InfraCap Equity Income Fund ETF | 5.1 | 80 | -20 | 9.4 | +3.2 |
SFY | SoFi Select 500 ETF | 5.0 | 0 | 60 | 6.4 | +0.2 |
XME | SPDR S&P Metals & Mining ETF | 5.0 | 35 | 25 | 9.4 | +3.2 |
DTD | WisdomTree U.S.Total Dividend Fund | 5.0 | 28 | 32 | 7.5 | +1.4 |
BFOR | Barron's 400 ETF | 5.0 | 70 | -10 | 9.7 | +3.5 |
HLAL | Wahed FTSE USA Shariah ETF | 4.9 | 50 | 10 | 5.9 | -0.3 |
CALF | Pacer US Small Cap Cash Cows 100 ETF | 4.9 | 59 | 1 | 14.1 | +8.0 |
DIVO | Amplify YieldShares CWP Dividend & Option Income ETF | 4.8 | 55 | 5 | 6.4 | +0.3 |
XSMO | Invesco S&P SmallCap Momentum ETF | 4.8 | 39 | 21 | 10.0 | +3.8 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 4.8 | 25 | 35 | 7.9 | +1.8 |
SIXA | 6 Meridian Mega Cap Equity ETF | 4.8 | 86 | -26 | 8.0 | +1.9 |
FEVR | Inspire Faithward Large Cap Momentum ESG ETF | 4.8 | 85 | -25 | 5.8 | -0.3 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 4.8 | 37 | 23 | 8.6 | +2.5 |
SPYD | SPDR S&P 500 High Dividend ETF | 4.8 | 7 | 53 | 8.8 | +2.7 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 4.8 | 25 | 35 | 7.8 | +1.6 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 4.8 | 65 | -5 | 7.0 | +0.9 |
WKLY | SoFi Weekly Dividend ETF | 4.8 | 49 | 11 | 8.3 | +2.2 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 4.7 | 75 | -15 | 12.1 | +5.9 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 4.7 | 12 | 48 | 6.0 | -0.1 |
SIXH | 6 Meridian Hedged Equity-Index Option Strategy ETF | 4.6 | 87 | -27 | 7.7 | +1.6 |
CGDV | Capital Group Dividend Value ETF | 4.6 | 33 | 27 | 6.7 | +0.6 |
AIEQ | AI Powered Equity ETF | 4.6 | 80 | -20 | 6.5 | +0.3 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 4.6 | 71 | -11 | 3.6 | -2.5 |
VYM | Vanguard High Dividend Yield Index ETF | 4.6 | 6 | 54 | 8.2 | +2.1 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 4.6 | 15 | 45 | 7.7 | +1.6 |
IWS | iShares Russell Mid-Cap Value ETF | 4.5 | 23 | 37 | 7.5 | +1.4 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.5 | 60 | 0 | 8.5 | +2.4 |
EGIS | 2nd Vote Society Defended ETF | 4.4 | 75 | -15 | 7.5 | +1.4 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 4.3 | 108 | -48 | 7.2 | +1.0 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 4.3 | 91 | -31 | 6.9 | +0.8 |
AFSM | First Trust Active Factor Small Cap ETF | 4.3 | 77 | -17 | 8.8 | +2.6 |
VOE | Vanguard Mid-Cap Value Index Fund | 4.3 | 7 | 53 | 7.7 | +1.6 |
ADME | Aptus Drawdown Managed Equity ETF | 4.3 | 79 | -19 | 5.3 | -0.9 |
HDV | iShares Core High Dividend ETF | 4.2 | 8 | 52 | 8.0 | +1.8 |
VTV | Vanguard Value Index Fund | 4.2 | 4 | 56 | 7.9 | +1.8 |
VLUE | iShares MSCI USA Value Factor ETF | 4.2 | 15 | 45 | 12.8 | +6.7 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 4.2 | 59 | 1 | 7.3 | +1.2 |
IWD | iShares Russell 1000 Value ETF | 4.2 | 19 | 41 | 7.6 | +1.4 |
VONV | Vanguard Russell 1000 Value Index Fund | 4.2 | 8 | 52 | 7.7 | +1.6 |
VO | Vanguard Mid-Cap Index Fund | 4.2 | 4 | 56 | 6.2 | +0.1 |
VOT | Vanguard Mid-Cap Growth Index Fund | 4.1 | 7 | 53 | 4.5 | -1.7 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 4.1 | 20 | 40 | 6.9 | +0.7 |
ECLN | First Trust EIP Carbon Impact ETF | 4.1 | 97 | -37 | 3.5 | -2.7 |
WTV | WisdomTree US Value Fund | 4.1 | 12 | 48 | 9.9 | +3.8 |
EMLP | First Trust North American Energy Infrastructure Fund | 4.0 | 96 | -36 | 5.2 | -1.0 |
IWR | iShares Russell Midcap ETF | 4.0 | 19 | 41 | 6.5 | +0.4 |
IWX | iShares Russell Top 200 Value ETF | 4.0 | 20 | 40 | 7.6 | +1.5 |
MGV | Vanguard Mega Cap Value ETF | 3.9 | 7 | 53 | 7.9 | +1.8 |
IUSS | Invesco Strategic US Small Company ETF | 3.9 | 23 | 37 | 6.8 | +0.6 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.9 | 17 | 43 | 7.4 | +1.3 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 3.9 | 85 | -25 | 7.0 | +0.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.9 | 15 | 45 | 7.4 | +1.3 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.9 | 15 | 45 | 7.5 | +1.3 |
ILCV | iShares Morningstar Value ETF | 3.9 | 4 | 56 | 7.7 | +1.6 |
MIDF | iShares Edge MSCI Multifactor USA Mid-Cap ETF | 3.9 | 25 | 35 | 11.2 | +5.1 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.9 | 4 | 56 | 7.7 | +1.6 |
PY | Principal Shareholder Yield Index ETF | 3.9 | 15 | 45 | 11.5 | +5.4 |
RDVY | First Trust Rising Dividend Achievers ETF | 3.9 | 50 | 10 | 10.1 | +3.9 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 3.8 | 50 | 10 | 8.7 | +2.6 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 3.8 | 45 | 15 | 4.8 | -1.3 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 3.8 | 6 | 54 | 8.0 | +1.9 |
IWN | iShares Russell 2000 Value ETF | 3.8 | 24 | 36 | 6.0 | -0.1 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 3.8 | 25 | 35 | 6.6 | +0.5 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 3.8 | 12 | 48 | 6.4 | +0.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 3.8 | 29 | 31 | 7.7 | +1.5 |
VTWV | Vanguard Russell 2000 Value Index Fund | 3.8 | 15 | 45 | 2.8 | -3.3 |
VOOV | Vanguard S&P 500 Value ETF | 3.8 | 10 | 50 | 7.2 | +1.1 |
IVE | iShares S&P 500 Value ETF | 3.7 | 18 | 42 | 7.2 | +1.0 |
RPV | Invesco S&P 500 Pure Value ETF | 3.7 | 35 | 25 | 10.2 | +4.1 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 3.7 | 4 | 56 | 7.3 | +1.2 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 3.7 | 75 | -15 | 7.6 | +1.5 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 3.7 | 29 | 31 | 9.0 | +2.8 |
GSPY | Gotham Enhanced 500 ETF | 3.7 | 50 | 10 | 6.8 | +0.6 |
PRF | Invesco FTSE RAFI US 1000 ETF | 3.6 | 39 | 21 | 7.9 | +1.8 |
ACIO | Aptus Collared Income Opportunity ETF | 3.6 | 79 | -19 | 5.5 | -0.6 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 3.6 | 52 | 8 | 6.4 | +0.3 |
TPHD | Timothy Plan High Dividend Stock ETF | 3.6 | 52 | 8 | 6.7 | +0.6 |
MXDU | Nationwide Maximum Diversification US Core Equity ETF | 3.5 | 34 | 26 | 5.7 | -0.5 |
IUSV | iShares Core S&P U.S. Value ETF | 3.5 | 4 | 56 | 7.4 | +1.3 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 3.5 | 35 | 25 | 9.7 | +3.6 |
VBR | Vanguard Small Cap Value Index Fund | 3.5 | 7 | 53 | 9.1 | +3.0 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 3.5 | 45 | 15 | 9.3 | +3.1 |
IMCB | iShares Morningstar Mid-Cap ETF | 3.5 | 4 | 56 | 6.6 | +0.5 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 3.4 | 4 | 56 | 6.7 | +0.6 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 3.4 | 29 | 31 | 8.5 | +2.4 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 3.4 | 39 | 21 | 7.9 | +1.7 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 3.4 | 17 | 43 | 6.7 | +0.5 |
JHMM | John Hancock Multifactor Mid Cap ETF | 3.4 | 41 | 19 | 7.4 | +1.3 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.4 | 27 | 33 | 6.6 | +0.4 |
RWL | Invesco S&P 500 Revenue ETF | 3.4 | 39 | 21 | 7.5 | +1.3 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.4 | 4 | 56 | 7.1 | +0.9 |
WLDR | Affinity World Leaders Equity ETF | 3.3 | 67 | -7 | 10.4 | +4.2 |
FDMO | Fidelity Momentum Factor ETF | 3.3 | 29 | 31 | 4.9 | -1.3 |
FVAL | Fidelity Value Factor ETF | 3.3 | 29 | 31 | 9.9 | +3.8 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 3.2 | 96 | -36 | 4.9 | -1.2 |
FTHI | First Trust High Income ETF | 3.2 | 85 | -25 | 4.3 | -1.8 |
PWC | Invesco Dynamic Market ETF | 3.2 | 60 | 0 | 6.9 | +0.8 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.2 | 29 | 31 | 6.9 | +0.8 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 3.2 | 19 | 41 | 7.3 | +1.1 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 3.1 | 9 | 51 | 5.4 | -0.7 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 3.1 | 24 | 36 | 8.4 | +2.3 |
IVSG | Invesco Select Growth ETF | 3.1 | 48 | 12 | 5.3 | -0.8 |
ISCV | iShares Morningstar Small Cap Value ETF | 3.1 | 6 | 54 | 8.8 | +2.7 |
SPHQ | Invesco S&P 500 Quality ETF | 3.1 | 15 | 45 | 7.6 | +1.5 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 3.1 | 15 | 45 | 6.3 | +0.1 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 3.1 | 47 | 13 | 4.9 | -1.3 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 3.1 | 19 | 41 | 7.3 | +1.1 |
VALQ | American Century STOXX U.S. Quality Value ETF | 3.1 | 29 | 31 | 10.1 | +3.9 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 3.1 | 6 | 54 | 4.9 | -1.2 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 3.1 | 18 | 42 | 8.2 | +2.1 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 3.0 | 49 | 11 | 5.7 | -0.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 3.0 | 12 | 48 | 8.6 | +2.4 |
REVS | Columbia Research Enhanced Value ETF | 3.0 | 19 | 41 | 8.9 | +2.8 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 3.0 | 32 | 28 | 6.4 | +0.3 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 3.0 | 75 | -15 | 6.5 | +0.4 |
CGUS | Capital Group Core Equity ETF | 2.9 | 33 | 27 | 6.5 | +0.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 2.9 | 75 | -15 | 7.8 | +1.7 |
DFAU | Dimensional US Core Equity Market ETF | 2.9 | 12 | 48 | 6.7 | +0.6 |
IWP | iShares Russell Mid-Cap Growth ETF | 2.9 | 23 | 37 | 4.7 | -1.4 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.9 | 27 | 33 | 6.2 | +0.1 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 2.9 | 27 | 33 | 6.1 | +0.0 |
VB | Vanguard Small-Cap ETF | 2.9 | 5 | 55 | 6.6 | +0.5 |
IWM | iShares Russell 2000 ETF | 2.9 | 19 | 41 | 3.8 | -2.3 |
FLRG | Fidelity U.S. Multifactor ETF | 2.9 | 29 | 31 | 8.3 | +2.2 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 2.9 | 95 | -35 | 2.6 | -3.5 |
VTWO | Vanguard Russell 2000 Index Fund | 2.8 | 10 | 50 | 1.7 | -4.5 |
VUSE | Vident Core US Equity Fund | 2.8 | 48 | 12 | 11.6 | +5.5 |
IGF | iShares Global Infrastructure ETF | 2.8 | 43 | 17 | 4.2 | -2.0 |
RNMC | Mid Cap US Equity Select ETF | 2.8 | 60 | 0 | 8.4 | +2.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 2.8 | 49 | 11 | 6.4 | +0.3 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.8 | 25 | 35 | 6.9 | +0.8 |
GII | SPDR S&P Global Infrastructure ETF | 2.8 | 40 | 20 | 4.2 | -1.9 |
FQAL | Fidelity Quality Factor ETF | 2.8 | 29 | 31 | 7.3 | +1.2 |
TPLC | Timothy Plan US Large Cap Core ETF | 2.8 | 52 | 8 | 6.4 | +0.3 |
USMF | WisdomTree U.S. Multifactor Fund | 2.8 | 28 | 32 | 9.3 | +3.2 |
FSST | Fidelity Sustainability U.S. Equity ETF | 2.7 | 59 | 1 | 6.3 | +0.2 |
STLV | iShares Factors US Value Style ETF | 2.7 | 25 | 35 | 9.7 | +3.6 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 2.7 | 7 | 53 | 6.1 | -0.1 |
FBCG | Fidelity Blue Chip Growth ETF | 2.7 | 59 | 1 | 2.9 | -3.3 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 2.7 | 38 | 22 | 11.0 | +4.9 |
VFQY | Vanguard U.S. Quality Factor ETF | 2.7 | 13 | 47 | 8.8 | +2.6 |
PKW | Invesco Buyback Achievers ETF | 2.7 | 64 | -4 | 10.0 | +3.9 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 2.7 | 20 | 40 | 7.4 | +1.2 |
QDF | FlexShares Quality Dividend Index Fund | 2.7 | 37 | 23 | 7.8 | +1.7 |
FOVL | iShares Focused Value Factor ETF | 2.7 | 25 | 35 | 11.0 | +4.9 |
RSP | Invesco S&P 500 Equal Weight ETF | 2.7 | 20 | 40 | 6.9 | +0.7 |
DVY | iShares Select Dividend ETF | 2.6 | 39 | 21 | 9.2 | +3.0 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.6 | 32 | 28 | 7.2 | +1.1 |
PEXL | Pacer US Export Leaders ETF | 2.6 | 60 | 0 | 7.0 | +0.9 |
JHML | John Hancock Multifactor Large Cap ETF | 2.6 | 29 | 31 | 6.8 | +0.7 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2.6 | 9 | 51 | 6.8 | +0.7 |
SSPY | Syntax Stratified LargeCap ETF | 2.6 | 30 | 30 | 7.0 | +0.9 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.6 | 15 | 45 | 6.3 | +0.2 |
XYLD | Global X S&P 500 Covered Call ETF | 2.6 | 60 | 0 | 5.6 | -0.5 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 2.6 | 20 | 40 | 9.0 | +2.8 |
RNLC | Large Cap US Equity Select ETF | 2.6 | 60 | 0 | 7.5 | +1.4 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 2.6 | 20 | 40 | 9.6 | +3.5 |
SVAL | iShares US Small Cap Value Factor ETF | 2.6 | 20 | 40 | 11.2 | +5.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 2.6 | 11 | 49 | 6.9 | +0.7 |
XRMI | Global X S&P 500 Risk Managed Income ETF | 2.5 | 60 | 0 | 5.6 | -0.5 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 2.5 | 60 | 0 | 5.8 | -0.4 |
EVX | VanEck Environmental Services ETF | 2.5 | 55 | 5 | 3.7 | -2.5 |
DFUS | Dimensional U.S. Equity ETF | 2.5 | 11 | 49 | 6.5 | +0.3 |
BIBL | Inspire ETF | 2.5 | 35 | 25 | 6.0 | -0.2 |
OALC | OneAscent Large Cap Core ETF | 2.5 | 76 | -16 | 6.6 | +0.5 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.5 | 12 | 48 | 7.0 | +0.9 |
QQQN | VictoryShares Nasdaq Next 50 ETF | 2.5 | 18 | 42 | 6.7 | +0.6 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.5 | 4 | 56 | 6.4 | +0.3 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.5 | 29 | 31 | 6.2 | +0.1 |
MGMT | Ballast Small/Mid Cap ETF | 2.5 | 110 | -50 | 9.6 | +3.5 |
VOTE | Engine No. 1 Transform 500 ETF | 2.5 | 5 | 55 | 6.3 | +0.2 |
PBP | Invesco S&P 500 BuyWrite ETF | 2.5 | 49 | 11 | 5.7 | -0.4 |
IVV | iShares Core S&P 500 ETF | 2.5 | 3 | 57 | 6.5 | +0.4 |
SPY | SPDR S&P 500 ETF Trust | 2.5 | 9 | 51 | 6.4 | +0.3 |
RBUS | Nationwide Risk-Based U.S. Equity ETF | 2.5 | 30 | 30 | 6.0 | -0.1 |
DGT | SPDR Global Dow ETF | 2.5 | 50 | 10 | 8.5 | +2.3 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.5 | 3 | 57 | 6.5 | +0.4 |
VOO | VANGUARD S&P 500 ETF | 2.5 | 3 | 57 | 6.5 | +0.4 |
DFAT | Dimensional U.S. Targeted Value ETF | 2.5 | 34 | 26 | 9.3 | +3.1 |
SCHX | Schwab U.S. Large-Cap ETF | 2.5 | 3 | 57 | 6.4 | +0.2 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.5 | 15 | 45 | 6.3 | +0.1 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.5 | 3 | 57 | 6.4 | +0.2 |
IWV | iShares Russell 3000 ETF | 2.5 | 20 | 40 | 6.1 | -0.0 |
VTHR | Vanguard Russell 3000 Index Fund | 2.5 | 10 | 50 | 6.1 | -0.1 |
XVOL | Acruence Active Hedge U.S. Equity ETF | 2.5 | 83 | -23 | 5.7 | -0.4 |
DIVB | iShares U.S. Dividend & Buyback ETF | 2.4 | 25 | 35 | 8.0 | +1.8 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.4 | 3 | 57 | 6.6 | +0.5 |
XCLR | Global X S&P 500 Collar 95-110 ETF | 2.4 | 60 | 0 | 5.4 | -0.7 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 2.4 | 7 | 53 | 9.6 | +3.5 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 2.4 | 15 | 45 | 8.3 | +2.2 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 2.4 | 30 | 30 | 8.1 | +2.0 |
GBLO | Global Beta Low Beta ETF | 2.4 | 29 | 31 | 8.0 | +1.8 |
FDVV | Fidelity Core Dividend ETF | 2.4 | 29 | 31 | 7.9 | +1.8 |
EDOW | First Trust Dow 30 Equal Weight ETF | 2.4 | 50 | 10 | 7.5 | +1.3 |
PZLD | Puzzle Divdend Leaders | 2.4 | 10 | 50 | 7.1 | +1.0 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 2.4 | 16 | 44 | 7.1 | +0.9 |
DJIA | Global X Dow 30 Covered Call ETF | 2.4 | 60 | 0 | 6.5 | +0.4 |
AVDG | AVDR US LargeCap ESG ETF | 2.4 | 60 | 0 | 6.1 | 0.0 |
CCOR | Core Alternative ETF | 2.4 | 109 | -49 | 5.0 | -1.1 |
VNSE | Natixis Vaughan Nelson Select ETF | 2.4 | 80 | -20 | 4.0 | -2.1 |
LOPX | Direxion Low Priced Stock ETF | 2.4 | 50 | 10 | -18.3 | -24.5 |
VTI | Vanguard Total Stock Market Index Fund | 2.4 | 3 | 57 | 5.9 | -0.2 |
IWB | iShares Russell 1000 ETF | 2.4 | 15 | 45 | 6.3 | +0.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.4 | 3 | 57 | 6.2 | +0.0 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.4 | 7 | 53 | 6.3 | +0.2 |
SCHB | Schwab U.S. Broad Market ETF | 2.4 | 3 | 57 | 6.3 | +0.2 |
TIME | Clockwise Capital Innovation ETF | 2.4 | 95 | -35 | 3.4 | -2.8 |
VONE | Vanguard Russell 1000 ETF | 2.4 | 8 | 52 | 6.4 | +0.3 |
LSAT | Leadershares Alphafactor Tactical Focused ETF | 2.4 | 99 | -39 | 11.7 | +5.6 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 2.4 | 13 | 47 | 11.2 | +5.1 |
CRAK | VanEck Oil Refiners ETF | 2.4 | 60 | 0 | 7.8 | +1.7 |
UGCE | Uncommon Portfolio Design Core Equity ETF | 2.4 | 65 | -5 | 6.9 | +0.8 |
BUZZ | VanEck Social Sentiment ETF | 2.4 | 75 | -15 | -1.8 | -7.9 |
DFAS | Dimensional U.S. Small Cap ETF | 2.4 | 34 | 26 | 7.2 | +1.1 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 2.4 | 30 | 30 | 7.4 | +1.3 |
XTR | Global X S&P 500 Tail Risk ETF | 2.4 | 60 | 0 | 5.7 | -0.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.4 | 15 | 45 | 6.5 | +0.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.4 | 20 | 40 | 6.3 | +0.2 |
SCHK | Schwab 1000 Index ETF | 2.4 | 5 | 55 | 6.4 | +0.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 2.4 | 24 | 36 | 8.9 | +2.8 |
VV | Vanguard Large-Cap Index Fund | 2.4 | 4 | 56 | 6.3 | +0.2 |
SPDV | AAM S&P 500 High Dividend Value ETF | 2.4 | 29 | 31 | 10.1 | +3.9 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.4 | 2 | 58 | 6.4 | +0.3 |
IWC | iShares Micro-Cap ETF | 2.4 | 60 | 0 | -13.7 | -19.9 |
IYY | iShares Dow Jones U.S. ETF | 2.4 | 20 | 40 | 6.2 | +0.1 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.3 | 38 | 22 | 9.2 | +3.1 |
IUSA | Amberwave Invest USA JSG Fund | 2.3 | 67 | -7 | 6.8 | +0.6 |
BOSS | Global X Founder-Run Companies ETF | 2.3 | 45 | 15 | 3.5 | -2.6 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 2.3 | 39 | 21 | 4.7 | -1.5 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 2.3 | 85 | -25 | 7.6 | +1.4 |
AFLG | First Trust Active Factor Large Cap ETF | 2.3 | 55 | 5 | 7.9 | +1.7 |
AVSC | Avantis U.S Small Cap Equity ETF | 2.3 | 25 | 35 | 5.6 | -0.6 |
SMMD | iShares Russell 2500 ETF | 2.3 | 15 | 45 | 7.0 | +0.9 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 2.3 | 19 | 41 | 8.5 | +2.3 |
DFSV | Dimensional US Small Cap Value ETF | 2.3 | 31 | 29 | 9.3 | +3.1 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 2.3 | 6 | 54 | 6.1 | -0.1 |
ACVF | American Conservative Values ETF | 2.2 | 75 | -15 | 5.6 | -0.5 |
EUSA | iShares MSCI USA Equal Weighted ETF | 2.2 | 9 | 51 | 6.6 | +0.4 |
ISCB | iShares Morningstar Small-Cap ETF | 2.2 | 4 | 56 | 5.5 | -0.6 |
GLIF | AGFiQ Global Infrastructure ETF | 2.2 | 45 | 15 | 4.8 | -1.4 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 2.2 | 63 | -3 | 9.4 | +3.2 |
EPS | WisdomTree U.S. Earnings 500 Fund | 2.2 | 8 | 52 | 8.0 | +1.9 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 2.2 | 0 | 60 | 6.4 | +0.3 |
PSC | Principal U.S. Small Cap Index ETF | 2.2 | 38 | 22 | 8.0 | +1.8 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 2.2 | 35 | 25 | 9.8 | +3.6 |
UBCB | UBC Algorithmic Fundamentals ETF | 2.2 | 75 | -15 | 5.0 | -1.1 |
BTHM | BlackRock Future U.S. Themes ETF | 2.2 | 60 | 0 | 6.7 | +0.5 |
RNSC | Small Cap US Equity Select ETF | 2.2 | 60 | 0 | 9.3 | +3.2 |
SIZE | iShares MSCI USA Size Factor ETF | 2.2 | 15 | 45 | 6.8 | +0.7 |
IJS | iShares S&P Small-cap 600 Value ETF | 2.1 | 18 | 42 | 8.2 | +2.1 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 2.1 | 15 | 45 | 8.3 | +2.1 |
CGGR | Capital Group Growth ETF | 2.1 | 39 | 21 | 5.1 | -1.0 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 2.1 | 15 | 45 | 8.2 | +2.1 |
TMFS | Motley Fool Small Cap Growth ETF | 2.1 | 85 | -25 | 3.1 | -3.1 |
ACWF | iShares MSCI Global Multifactor ETF | 2.1 | 35 | 25 | 10.2 | +4.1 |
FSMD | Fidelity Small-Mid Factor ETF | 2.1 | 29 | 31 | 9.2 | +3.1 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.1 | 14 | 46 | 6.4 | +0.3 |
VDNI | V-Shares US Leadership Diversity ETF | 2.1 | 29 | 31 | 6.7 | +0.6 |
VXF | Vanguard Extended Market Index Fund | 2.1 | 6 | 54 | 2.7 | -3.5 |
EFIV | SPDR S&P 500 ESG ETF | 2.1 | 10 | 50 | 6.6 | +0.5 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 2.1 | 25 | 35 | 7.6 | +1.5 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.1 | 10 | 50 | 6.6 | +0.5 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 2.1 | 53 | 7 | 8.4 | +2.2 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 2.0 | 12 | 48 | 6.8 | +0.7 |
JHSC | John Hancock Multifactor Small Cap ETF | 2.0 | 42 | 18 | 7.1 | +0.9 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.0 | 20 | 40 | 8.8 | +2.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2.0 | 9 | 51 | 6.8 | +0.7 |
MGC | Vanguard Mega Cap Index Fund | 2.0 | 7 | 53 | 6.3 | +0.2 |
MDY | SPDR S&P Midcap 400 ETF Trust | 2.0 | 23 | 37 | 8.0 | +1.9 |
PFM | Invesco Dividend Achievers ETF | 2.0 | 53 | 7 | 6.6 | +0.4 |
VSLU | Applied Finance Valuation Large Cap ETF | 2.0 | 49 | 11 | 8.0 | +1.8 |
OEF | iShares S&P 100 ETF | 2.0 | 20 | 40 | 6.2 | +0.1 |
SCHA | Schwab U.S. Small-Cap ETF | 2.0 | 4 | 56 | 5.9 | -0.2 |
QUAL | iShares MSCI Usa Quality Factor ETF | 2.0 | 15 | 45 | 6.7 | +0.6 |
MOTE | VanEck Morningstar ESG Moat ETF | 2.0 | 49 | 11 | 6.4 | +0.3 |
IJH | iShares Core S&P Mid-Cap ETF | 2.0 | 5 | 55 | 8.2 | +2.1 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 2.0 | 10 | 50 | 8.2 | +2.0 |
SPMD | SPDR Portfolio Mid Cap ETF | 2.0 | 5 | 55 | 8.2 | +2.1 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 2.0 | 35 | 25 | 8.3 | +2.1 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 2.0 | 35 | 25 | 8.2 | +2.1 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.9 | 4 | 56 | 6.3 | +0.2 |
MOAT | VanEck Morningstar Wide Moat ETF | 1.9 | 47 | 13 | 7.0 | +0.9 |
SYLD | Cambria Shareholder Yield ETF | 1.9 | 59 | 1 | 13.1 | +7.0 |
NETZ | Engine No 1 Transform Climate ETF | 1.9 | 75 | -15 | 7.1 | +0.9 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 1.9 | 35 | 25 | 7.0 | +0.8 |
VBK | Vanguard Small-Cap Growth Index Fund | 1.9 | 7 | 53 | 2.6 | -3.5 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 1.9 | 35 | 25 | 7.0 | +0.9 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 1.9 | 15 | 45 | 4.4 | -1.7 |
SCHD | Schwab U.S. Dividend Equity ETF | 1.9 | 6 | 54 | 9.3 | +3.1 |
LEAD | Siren DIVCON Leaders Dividend ETF | 1.9 | 43 | 17 | 8.5 | +2.4 |
ABEQ | Absolute Core Strategy ETF | 1.9 | 85 | -25 | 4.9 | -1.2 |
IWL | iShares Russell Top 200 ETF | 1.9 | 15 | 45 | 6.3 | +0.2 |
ROSC | Hartford Multifactor Small Cap ETF | 1.9 | 34 | 26 | 11.1 | +4.9 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 1.9 | 12 | 48 | 8.5 | +2.3 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.8 | 15 | 45 | 8.9 | +2.8 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 1.8 | 15 | 45 | 8.4 | +2.2 |
TOK | iShares MSCI Kokusai ETF | 1.8 | 25 | 35 | 6.5 | +0.4 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 1.8 | 60 | 0 | 12.1 | +6.0 |
IOO | iShares Global 100 ETF | 1.8 | 40 | 20 | 6.3 | +0.2 |
SHE | SPDR SSGA Gender Diversity Index ETF | 1.8 | 20 | 40 | 6.2 | +0.1 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.8 | 9 | 51 | 6.6 | +0.5 |
AFMC | First Trust Active Factor Mid Cap ETF | 1.8 | 65 | -5 | 10.5 | +4.3 |
YPS | Arrow Reverse Cap 500 ETF | 1.8 | 29 | 31 | 6.8 | +0.7 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 1.8 | 17 | 43 | 5.9 | -0.2 |
NULC | Nuveen ESG Large-Cap ETF | 1.8 | 20 | 40 | 6.6 | +0.4 |
IWO | iShares Russell 2000 Growth ETF | 1.7 | 24 | 36 | 1.1 | -5.1 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 1.7 | 15 | 45 | 0.8 | -5.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.7 | 9 | 51 | 6.6 | +0.4 |
XLG | Invesco S&P 500 Top 50 ETF | 1.7 | 20 | 40 | 5.8 | -0.3 |
IJR | iShares Core S&P Small Cap ETF | 1.7 | 6 | 54 | 8.2 | +2.1 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 1.7 | 5 | 55 | 8.3 | +2.1 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.7 | 20 | 40 | 6.7 | +0.6 |
SLY | SPDR S&P 600 Small Cap ETF | 1.7 | 15 | 45 | 8.1 | +2.0 |
RECS | Columbia Research Enhanced Core ETF | 1.7 | 15 | 45 | 7.6 | +1.5 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 1.7 | 10 | 50 | 8.2 | +2.1 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 1.7 | 15 | 45 | 8.7 | +2.5 |
URTH | iShares MSCI World ETF | 1.7 | 24 | 36 | 6.5 | +0.4 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 1.7 | 42 | 18 | 6.5 | +0.4 |
OSCV | Opus Small Cap Value Plus ETF | 1.7 | 79 | -19 | 6.2 | +0.0 |
DFND | Siren DIVCON Dividend Defender ETF | 1.7 | 150 | -90 | 6.7 | +0.6 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.7 | 60 | 0 | 10.8 | +4.7 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 1.7 | 35 | 25 | 6.5 | +0.4 |
KNG | FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 1.6 | 75 | -15 | 6.1 | -0.1 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 1.6 | 29 | 31 | 8.5 | +2.4 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.6 | 25 | 35 | 8.9 | +2.7 |
FDM | First Trust Dow Jones Select Microcap Index Fund | 1.6 | 60 | 0 | 8.6 | +2.5 |
AMZA | InfraCap MLP ETF | 1.6 | 201 | -141 | 3.9 | -2.2 |
DEW | WisdomTree Global High Dividend Fund | 1.6 | 58 | 2 | 8.9 | +2.8 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.6 | 39 | 21 | 10.3 | +4.2 |
GURU | Global X Guru Index ETF | 1.5 | 75 | -15 | 2.4 | -3.8 |
SLX | VanEck Steel ETF | 1.5 | 56 | 4 | 31.1 | +25.0 |
ZIG | The Acquirers Fund | 1.5 | 89 | -29 | 13.9 | +7.8 |
PSCM | Invesco S&P SmallCap Materials ETF | 1.5 | 29 | 31 | 6.9 | +0.8 |
SAGP | Strategas Global Policy Opportunities ETF | 1.5 | 65 | -5 | 7.5 | +1.4 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.5 | 52 | 8 | 6.1 | -0.1 |
RYLD | Global X Russell 2000 Covered Call ETF | 1.5 | 60 | 0 | 1.1 | -5.1 |
AILV | Alpha Intelligent - Large Cap Value ETF | 1.5 | 85 | -25 | 6.5 | +0.4 |
ACWI | iShares MSCI ACWI ETF | 1.5 | 32 | 28 | 6.7 | +0.6 |
UVDV | UVA Dividend Value ETF | 1.5 | 80 | -20 | 7.3 | +1.1 |
RNDV | US Equity Dividend Select ETF | 1.5 | 50 | 10 | 9.0 | +2.9 |
FDLO | Fidelity Low Volatility Factor ETF | 1.4 | 29 | 31 | 5.8 | -0.4 |
VT | Vanguard Total World Stock ETF | 1.4 | 8 | 52 | 6.8 | +0.7 |
SDY | SPDR S&P Dividend ETF | 1.4 | 35 | 25 | 6.9 | +0.7 |
DUHP | Dimensional US High Profitability ETF | 1.4 | 22 | 38 | 8.6 | +2.5 |
BLES | Inspire Global Hope Large Cap ETF | 1.4 | 52 | 8 | 6.4 | +0.2 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 1.4 | 15 | 45 | 8.6 | +2.5 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 1.3 | 40 | 20 | 7.9 | +1.8 |
NULV | Nuveen ESG Large-Cap Value ETF | 1.3 | 25 | 35 | 8.0 | +1.9 |
SQEW | LeaderShares Equity Skew ETF | 1.3 | 75 | -15 | 6.8 | +0.7 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 1.3 | 29 | 31 | 6.3 | +0.1 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 1.3 | 13 | 47 | 6.2 | +0.1 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 1.3 | 30 | 30 | 9.5 | +3.4 |
EWSC | Invesco S&P Smallcap 600 Equal Weight ETF | 1.3 | 40 | 20 | 7.9 | +1.7 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.3 | 29 | 31 | 8.3 | +2.1 |
IUSG | iShares Core S&P US Growth ETF | 1.3 | 4 | 56 | 6.2 | +0.0 |
VIOG | Vanguard S&P Small-Cap 600 Growth ETF | 1.3 | 16 | 44 | 8.6 | +2.5 |
IJT | iShares S&P Small-Cap 600 Growth ETF | 1.3 | 18 | 42 | 8.4 | +2.2 |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 1.3 | 15 | 45 | 8.4 | +2.3 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 1.3 | 12 | 48 | 6.3 | +0.1 |
PWB | Invesco Dynamic Large Cap Growth ETF | 1.2 | 56 | 4 | 5.0 | -1.1 |
ERSX | ERShares NextGen Entrepreneurs ETF | 1.2 | 75 | -15 | 6.4 | +0.3 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.1 | 146 | -86 | 5.0 | -1.1 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 1.1 | 6 | 54 | 1.6 | -4.6 |
SUSA | iShares MSCI USA ESG Select ETF | 1.1 | 25 | 35 | 6.3 | +0.2 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 1.1 | 75 | -15 | 3.3 | -2.9 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 1.1 | 25 | 35 | 6.7 | +0.5 |
VOOG | Vanguard S&P 500 Growth ETF | 1.1 | 10 | 50 | 6.1 | -0.1 |
IVW | iShares S&P 500 Growth ETF | 1.1 | 18 | 42 | 6.0 | -0.1 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 1.1 | 4 | 56 | 6.1 | 0.0 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.1 | 84 | -24 | 8.0 | +1.9 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.1 | 60 | 0 | 8.1 | +1.9 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 1.0 | 39 | 21 | 10.1 | +4.0 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | 17 | 6.7 | +0.6 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.0 | 75 | -15 | 7.4 | +1.3 |
SMDY | Syntax Stratified MidCap ETF | 1.0 | 35 | 25 | 7.3 | +1.1 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 1.0 | 42 | 18 | 6.7 | +0.5 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 1.0 | 38 | 22 | 9.3 | +3.2 |
JVAL | JPMorgan U.S. Value Factor ETF | 1.0 | 12 | 48 | 9.6 | +3.5 |
DEEP | Roundhill Acquirers Deep Value ETF | 1.0 | 80 | -20 | 13.6 | +7.5 |
XSVM | Invesco S&P SmallCap Value with Momentum ETF | 1.0 | 39 | 21 | 11.4 | +5.2 |
DSTL | Distillate US Fundamental Stability & Value ETF | 1.0 | 39 | 21 | 7.7 | +1.6 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.0 | 18 | 42 | 6.3 | +0.2 |
LVOL | American Century Low Volatility ETF | 1.0 | 29 | 31 | 6.3 | +0.1 |
SPHB | Invesco S&P 500 High Beta ETF | 0.9 | 25 | 35 | 4.7 | -1.5 |
JDIV | JPMorgan U.S. Dividend ETF | 0.9 | 12 | 48 | 8.6 | +2.4 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.9 | 15 | 45 | 6.8 | +0.7 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd Idx | 0.9 | 35 | 25 | 8.7 | +2.6 |
IEDI | iShares Evolved U.S. Discretionary Spending ETF | 0.9 | 18 | 42 | 5.5 | -0.7 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 0.9 | 70 | -10 | 11.1 | +5.0 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 0.8 | 52 | 8 | 8.8 | +2.6 |
IECS | iShares Evolved U.S. Consumer Staples ETF | 0.8 | 18 | 42 | 5.7 | -0.4 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.8 | 12 | 48 | 8.0 | +1.8 |
CSML | IQ Chaikin U.S. Small Cap ETF | 0.8 | 35 | 25 | 6.1 | +0.0 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 0.8 | 35 | 25 | 8.9 | +2.7 |
DGRO | iShares Core Dividend Growth ETF | 0.8 | 8 | 52 | 7.8 | +1.7 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 0.8 | 12 | 48 | 8.4 | +2.3 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 0.8 | 17 | 43 | 8.2 | +2.0 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.8 | 28 | 32 | 7.4 | +1.2 |
RZG | Invesco S&P Smallcap 600 Pure Growth ETF | 0.8 | 35 | 25 | 11.0 | +4.9 |
LGBT | LGBTQ + ESG100 ETF | 0.8 | 75 | -15 | 0.0 | -6.1 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 0.8 | 15 | 45 | 14.6 | +8.4 |
ROUS | Hartford Multifactor US Equity ETF | 0.8 | 19 | 41 | 7.9 | +1.8 |
SSLY | Syntax Stratified SmallCap ETF | 0.7 | 40 | 20 | 7.7 | +1.6 |
SUSL | iShares ESG MSCI USA Leaders ETF | 0.7 | 10 | 50 | 6.4 | +0.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 0.7 | 10 | 50 | 6.4 | +0.3 |
JEPI | JPMorgan Equity Premium Income ETF | 0.7 | 35 | 25 | 5.7 | -0.4 |
TPSC | Timothy Plan US Small Cap Core ETF | 0.7 | 52 | 8 | 8.8 | +2.6 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.7 | 38 | 22 | 7.2 | +1.0 |
ILCG | iShares Morningstar Growth ETF | 0.6 | 4 | 56 | 4.9 | -1.3 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 0.6 | 37 | 23 | 7.3 | +1.2 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.6 | 52 | 8 | 5.9 | -0.3 |
DSI | iShares MSCI KLD 400 Social ETF | 0.6 | 25 | 35 | 6.4 | +0.3 |
FDWM | Fidelity Women's Leadership ETF | 0.6 | 59 | 1 | 6.5 | +0.4 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.6 | 4 | 56 | 5.0 | -1.2 |
SQLV | Legg Mason Small-Cap Quality Value | 0.6 | 61 | -1 | 10.4 | +4.3 |
IFRA | iShares U.S. Infrastructure ETF | 0.6 | 30 | 30 | 6.8 | +0.6 |
VUG | Vanguard Growth Index Fund | 0.6 | 4 | 56 | 5.3 | -0.9 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.5 | 8 | 52 | 6.0 | -0.1 |
IWF | iShares Russell 1000 Growth ETF | 0.5 | 19 | 41 | 5.9 | -0.2 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 0.5 | 60 | 0 | 5.8 | -0.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.5 | 30 | 30 | 6.7 | +0.6 |
HEET | Hartford Schroders ESG US Equity ETF | 0.5 | 39 | 21 | 7.2 | +1.1 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 0.4 | 12 | 48 | 5.7 | -0.4 |
VFLQ | Vanguard U.S. Liquidity Factor ETF | 0.4 | 13 | 47 | 2.0 | -4.1 |
SXQG | 6 Meridian Quality Growth ETF | 0.4 | 100 | -40 | 5.7 | -0.5 |
NUSC | Nuveen ESG Small-Cap ETF | 0.4 | 30 | 30 | 6.2 | +0.1 |
QINT | American Century Quality Diversified International ETF | 0.4 | 39 | 21 | 9.8 | +3.7 |
EES | WisdomTree SmallCap Earnings Fund | 0.3 | 38 | 22 | 11.0 | +4.9 |
IQSU | IQ Candriam ESG US Equity ETF | 0.3 | 9 | 51 | 6.4 | +0.2 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.3 | 21 | 39 | 4.3 | -1.8 |
USMV | iShares Edge MSCI Min Vol USA ETF | 0.3 | 15 | 45 | 6.0 | -0.1 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.3 | 25 | 35 | 7.0 | +0.8 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 0.3 | 35 | 25 | 7.5 | +1.4 |
XVV | iShares ESG Screened S&P 500 ETF | 0.3 | 8 | 52 | 6.5 | +0.4 |
BLOK | Amplify Transformational Data Sharing ETF | 0.3 | 71 | -11 | 5.5 | -0.6 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 0.3 | 35 | 25 | 7.9 | +1.8 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 0.3 | 30 | 30 | 7.8 | +1.6 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.3 | 20 | 40 | 6.4 | +0.2 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 0.2 | 20 | 40 | 5.0 | -1.1 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.2 | 47 | 13 | 6.1 | -0.1 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.2 | 12 | 48 | 7.1 | +1.0 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.2 | 57 | 3 | 6.7 | +0.6 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 0.2 | 20 | 40 | 9.4 | +3.3 |
DGRS | WisdomTree US SmallCap Quality Dividend Growth Fund | 0.2 | 38 | 22 | 10.0 | +3.9 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 0.2 | 15 | 45 | 8.9 | +2.8 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 0.2 | 15 | 45 | 8.9 | +2.8 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 0.2 | 18 | 42 | 8.9 | +2.8 |
MGK | Vanguard Mega Cap Growth ETF | 0.2 | 7 | 53 | 5.5 | -0.6 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 0.2 | 35 | 25 | 8.3 | +2.2 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 0.2 | 39 | 21 | 14.4 | +8.3 |
FMAT | Fidelity MSCI Materials Index ETF | 0.2 | 8 | 52 | 8.3 | +2.1 |
VAW | Vanguard Materials Index Fund | 0.2 | 10 | 50 | 8.1 | +2.0 |
VIG | Vanguard Dividend Appreciation Index Fund | 0.1 | 6 | 54 | 6.7 | +0.6 |
JEMA | JPMorgan Emerging Markets Equity Core ETF | 0.1 | 39 | 21 | 8.2 | +2.1 |
IWY | iShares Russell Top 200 Growth ETF | 0.1 | 20 | 40 | 6.2 | +0.1 |
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
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Invesco DWA 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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