Invesco Dynamic Networking ETF
ALTAR
Score™
4.2% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
24.3x P/Sales
ratio
3.7x
P/BV
ratio
4.2x Div.
yield
0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco Dynamic Networking Portfolio tracks a quantitatively driven index that selects 30 US networking companies it believes will outperform, weighting them in tiers.

FUND BASICS
Category US Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Jun 23, 2005
Assets (mns) $41
Currency USD
Expense ratio 63 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 28
Wgt avg mkt cap (mns) $171,424
Large cap (>$10bn) 66.6%
Mid cap ($2-10bn) 21.1%
Small cap (<$2bn) 10.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PALO ALTO NETWORKS INC 6.1 %
FORTINET INC 5.8 %
AMPHENOL CORP-CL A 5.6 %
APPLE INC 5.1 %
MARVELL TECHNOLOGY, INC. 4.9 %
QUALCOMM INC 4.8 %
CISCO SYSTEMS INC 4.6 %
NETSCOUT SYSTEMS INC 3.8 %
DATADOG INC CLASS A 3.6 %
QUALYS INC 3.5 %
Total 48.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.0 %
ISRAEL 5.6 %
BRITAIN 1.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-21.0% -4.9% 13.9% 11.8% 11.0%

Market Correlations
versus... Beta R-squared
S&P500 1.08 71%
MSCI EAFE 1.00 58%
MSCI Emg. Mkts. 0.85 50%

Technical Indicators
Recent close $74.31
30d moving avg. $80.20
Annualized volatility 23.9%
Short interest (ETF) 1.5%
Short interest (Underlying) 4.7%
Relative strength (RSI) 33

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.4%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $21,095

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Invesco Dynamic Networking ETF ETF based on the alternatives' overlap in portfolio holdings with PXQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PXQ Expense: 63 bp ALTAR Score™: 4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PXQ
Ticker Fund
Name
Overlap1
vs PXQ
(%)
Expense
ratio
(bp)
Savings
vs PXQ
(bp)
ALTAR
Score™
(%)
ALTAR
vs PXQ
(%)
IGN iShares North American Tech-Multimedia Networking ETF 28.9 43 20 7.0 +2.8
CIBR First Trust NASDAQ CEA Cybersecurity ETF 27.4 60 3 3.2 -1.0
HACK ETFMG Prime Cyber Security ETF 26.6 60 3 3.6 -0.6
XTL SPDR S&P Telecom ETF 25.4 35 28 5.6 +1.4
WCBR WisdomTree Cybersecurity Fund 23.1 45 18 0.0 -4.2
IHAK iShares Cybersecurity & Tech ETF 22.9 47 16 3.7 -0.5
IYZ iShares U.S. Telecommunications ETF 22.2 42 21 9.3 +5.1
BUG Global X Cybersecurity ETF 21.9 50 13 1.8 -2.4
XPND First Trust Expanded Technology ETF 21.4 65 -2 5.7 +1.5
FIVG Defiance Next Gen Connectivity ETF 18.8 30 33 6.4 +2.2
FITE SPDR Kensho Future Security ETF 17.5 45 18 3.4 -0.8
JHMT John Hancock Multifactor Technology ETF 17.0 40 23 6.3 +2.2
PTF Invesco DWA Technology Momentum ETF 17.0 60 3 4.7 +0.5
XDAT Franklin Exponential Data ETF 16.8 50 13 3.1 -1.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 16.4 57 6 5.5 +1.3
WGRO WisdomTree U.S. Growth & Momentum Fund 16.2 55 8 7.2 +3.0
IVSG Invesco Select Growth ETF 16.0 48 15 4.8 +0.6
DAT ProShares Big Data Refiners ETF 15.8 58 5 0.5 -3.7
LIV Emles (a)Home ETF 14.3 49 14 5.3 +1.1
WUGI Esoterica NextG Economy ETF 14.2 75 -12 2.3 -1.9
IDAT iShares Cloud 5G and Tech ETF 14.0 47 16 6.4 +2.2
FDN First Trust Dow Jones Internet Index Fund 14.0 51 12 4.0 -0.2
PUNK Subversive Metaverse ETF 12.9 75 -12 2.4 -1.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 12.7 69 -6 6.5 +2.3
PWC Invesco Dynamic Market ETF 12.3 60 3 6.3 +2.1
TECB iShares US Tech Breakthrough Multisector ETF 12.1 40 23 5.5 +1.3
WFH Direxion Work From Home ETF 12.1 45 18 0.0 -4.2
SDEP SFP Core Equity Strategy 12.0 0 63 7.2 +3.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 12.0 46 17 6.6 +2.4
VGT Vanguard Information Technology Index Fund 11.6 10 53 5.7 +1.5
FTEC Fidelity MSCI Information Technology Index ETF 11.6 8 55 5.7 +1.5
IGM iShares Expanded Tech Sector ETF 11.6 43 20 5.4 +1.2
MVPS Amplify Thematic All-Stars ETF 11.6 49 14 2.1 -2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 11.5 80 -17 8.9 +4.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 11.3 75 -12 3.4 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 11.3 20 43 5.9 +1.7
RYT Invesco S&P 500 Equal Weight Technology ETF 11.3 40 23 6.5 +2.3
LYFE 2nd Vote Life Neutral Plus ETF 11.3 75 -12 7.4 +3.2
XLK Technology Select Sector SPDR Fund 11.0 10 53 6.0 +1.8
AIQ Global X Future Analytics Tech ETF 10.7 68 -5 5.2 +1.0
ITAN Sparkline Intangible Value ETF 10.1 50 13 7.1 +2.9
IYW iShares U.S. Technology ETF 10.1 43 20 5.6 +1.4
IETC iShares Evolved U.S. Technology ETF 10.1 18 45 5.3 +1.1
SPRX Spear Alpha ETF 10.0 75 -12 1.6 -2.6
SKYY First Trust Cloud Computing ETF 9.9 60 3 4.3 +0.1
QYLD Global X NASDAQ 100 Covered Call ETF 9.9 60 3 5.4 +1.2
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 9.8 60 3 5.3 +1.1
BUL Pacer US Cash Cows Growth ETF 9.8 60 3 8.6 +4.4
QRMI Global X NASDAQ 100 Risk Managed Income ETF 9.8 60 3 5.1 +0.9
ARVR First Trust Indxx Metaverse ETF 9.8 70 -7 5.9 +1.7
QQQ Invesco QQQ Trust 9.7 20 43 5.6 +1.4
QQQM Invesco NASDAQ 100 ETF 9.7 15 48 5.8 +1.6
XNTK SPDR NYSE Technology ETF 9.7 35 28 5.7 +1.5
NUSI Nationwide Risk-Managed Income ETF 9.7 68 -5 4.9 +0.7
IXN iShares Global Tech ETF 9.6 43 20 5.3 +1.1
TIME Clockwise Capital Innovation ETF 9.5 95 -32 3.0 -1.2
QTR Global X NASDAQ 100 Tail Risk ETF 9.4 60 3 5.2 +1.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.3 35 28 5.7 +1.5
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 9.3 58 5 3.9 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 9.2 49 14 6.0 +1.8
CARZ First Trust NASDAQ Global Auto Index Fund 9.2 70 -7 5.2 +1.0
QCLR Global X NASDAQ 100 Collar 95-110 ETF 9.2 60 3 5.0 +0.8
STLG iShares Factors US Growth Style ETF 9.2 25 38 8.1 +3.9
FBCG Fidelity Blue Chip Growth ETF 9.1 59 4 2.6 -1.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 9.1 16 47 2.9 -1.3
LRND IQ U.S. Large Cap R&D Leaders ETF 9.0 14 49 7.5 +3.3
PWB Invesco Dynamic Large Cap Growth ETF 9.0 56 7 4.7 +0.5
TTAC TrimTabs US Free Cash Flow Quality ETF 8.9 59 4 6.8 +2.6
IDRV iShares Self-driving EV & Tech ETF 8.9 47 16 7.1 +2.9
NXTG First Trust Indxx NextG ETF 8.9 70 -7 6.2 +2.0
FLQL Franklin LibertyQ U.S. Equity ETF 8.9 15 48 7.2 +3.0
METV Roundhill Ball Metaverse ETF 8.7 59 4 4.4 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 8.7 30 33 8.3 +4.1
SOXX iShares PHLX Semiconductor ETF 8.6 43 20 7.6 +3.4
SOXQ Invesco PHLX Semiconductor ETF 8.6 0 63 8.1 +3.9
HLAL Wahed FTSE USA Shariah ETF 8.5 50 13 5.4 +1.2
CLOU Global X Cloud Computing ETF 8.5 68 -5 2.1 -2.1
IQM Franklin Intelligent Machines ETF 8.5 50 13 3.7 -0.5
FDMO Fidelity Momentum Factor ETF 8.5 29 34 5.1 +1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.3 50 13 7.5 +3.3
LRGF iShares Edge MSCI Multifactor USA ETF 8.2 20 43 8.3 +4.1
SMH VanEck Semiconductor ETF 8.2 35 28 7.2 +3.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 8.1 45 18 5.9 +1.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 8.1 21 42 4.0 -0.2
LVOL American Century Low Volatility ETF 8.1 29 34 5.5 +1.3
RPG Invesco S&P 500 Pure Growth ETF 8.0 35 28 6.8 +2.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.0 10 53 5.7 +1.5
SPHQ Invesco S&P 500 Quality ETF 8.0 15 48 6.9 +2.7
SPQQ Siren Large Cap Blend Index ETF 7.9 20 43 0.0 -4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.9 10 53 5.6 +1.4
GSPY Gotham Enhanced 500 ETF 7.8 50 13 6.3 +2.1
AFLG First Trust Active Factor Large Cap ETF 7.8 55 8 7.1 +2.9
IGV iShares Expanded Tech-Software ETF 7.8 43 20 3.8 -0.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 7.8 60 3 5.5 +1.3
FDRR Fidelity Dividend ETF for Rising Rates 7.7 29 34 7.7 +3.5
LRGE ClearBridge Large Cap Growth ESG ETF 7.7 59 4 4.3 +0.1
FXL First Trust Technology AlphaDEX Fund 7.7 61 2 6.6 +2.5
ENTR Entrepreneur 30 Fund 7.7 49 14 5.3 +1.1
HEET Hartford Schroders ESG US Equity ETF 7.6 39 24 6.8 +2.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 7.6 20 43 6.6 +2.4
QLC FlexShares US Quality Large Cap Index Fund 7.6 32 31 6.7 +2.5
BTHM BlackRock Future U.S. Themes ETF 7.6 60 3 6.1 +1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.6 49 14 5.3 +1.1
MBCC Monarch Blue Chips Core ETF 7.5 125 -62 3.8 -0.4
DGRW WisdomTree U.S. Quality Dividend Growth Fund 7.5 28 35 6.9 +2.7
PSJ Invesco Dynamic Software ETF 7.4 56 7 3.7 -0.5
QDF FlexShares Quality Dividend Index Fund 7.4 37 26 7.2 +3.0
SNSR Global X Internet of Things Thematic ETF 7.4 68 -5 5.0 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 7.4 55 8 6.0 +1.8
QDYN FlexShares Quality Dividend Dynamic Index Fund 7.4 37 26 7.7 +3.6
QDEF FlexShares Quality Dividend Defensive Index Fund 7.3 37 26 6.9 +2.7
VOOG Vanguard S&P 500 Growth ETF 7.3 10 53 5.7 +1.5
IVW iShares S&P 500 Growth ETF 7.3 18 45 5.6 +1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 7.3 4 59 5.8 +1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 7.2 58 5 5.5 +1.3
RECS Columbia Research Enhanced Core ETF 7.2 15 48 7.0 +2.8
IUSG iShares Core S&P US Growth ETF 7.2 4 59 5.8 +1.6
RESP WisdomTree US ESG Fund of Benef Interest 7.2 28 35 7.3 +3.1
IQSU IQ Candriam ESG US Equity ETF 7.2 9 54 5.9 +1.7
ILCG iShares Morningstar Growth ETF 7.2 4 59 4.6 +0.4
CLRG IQ Chaikin U.S. Large Cap ETF 7.1 25 38 6.2 +2.0
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 7.1 12 51 6.3 +2.1
ESGV Vanguard ESG U.S. Stock ETF 7.1 9 54 6.0 +1.8
SFY SoFi Select 500 ETF 7.1 0 63 6.0 +1.8
IVLC Invesco US Large Cap Core ESG ETF 7.1 48 15 5.8 +1.7
VUG Vanguard Growth Index Fund 7.1 4 59 4.9 +0.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 7.0 55 8 6.1 +1.9
FTXL First Trust Nasdaq Semiconductor ETF 7.0 60 3 7.7 +3.5
IWF iShares Russell 1000 Growth ETF 7.0 19 44 5.5 +1.3
VONG Vanguard Russell 1000 Growth Index Fund 7.0 8 55 5.6 +1.5
RFFC RiverFront Dynamic US Flex-Cap ETF 7.0 52 11 5.6 +1.4
VDNI V-Shares US Leadership Diversity ETF 7.0 29 34 6.2 +2.0
VOTE Engine No. 1 Transform 500 ETF 7.0 5 58 5.9 +1.7
TMFC Motley Fool 100 Index ETF 6.9 50 13 4.7 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.9 15 48 6.1 +1.9
FQAL Fidelity Quality Factor ETF 6.9 29 34 6.8 +2.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.9 20 43 5.9 +1.7
FCLD Fidelity Cloud Computing ETF 6.9 39 24 4.4 +0.3
BKLC BNY Mellon US Large Cap Core Equity ETF 6.9 0 63 6.0 +1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 6.9 2 61 6.0 +1.8
PBUS Invesco PureBeta MSCI USA ETF 6.9 4 59 6.0 +1.8
SCHX Schwab U.S. Large-Cap ETF 6.9 3 60 5.9 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.9 9 54 6.4 +2.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 6.9 56 7 7.0 +2.8
KRMA Global X Conscious Companies ETF 6.9 43 20 6.3 +2.1
ILCB iShares Morningstar U.S. Equity ETF 6.9 3 60 5.9 +1.7
IWB iShares Russell 1000 ETF 6.9 15 48 5.9 +1.7
VONE Vanguard Russell 1000 ETF 6.9 8 55 6.0 +1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 6.9 7 56 5.9 +1.7
BTEK BlackRock Future Tech ETF 6.9 88 -25 0.5 -3.7
DFUS Dimensional U.S. Equity ETF 6.9 11 52 6.0 +1.8
VV Vanguard Large-Cap Index Fund 6.9 4 59 5.9 +1.7
SCHK Schwab 1000 Index ETF 6.9 5 58 5.9 +1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 6.9 27 36 5.7 +1.5
IYY iShares Dow Jones U.S. ETF 6.8 20 43 5.8 +1.6
SPXN ProShares S&P 500 Ex-Financials ETF 6.8 27 36 5.7 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6.8 15 48 6.1 +1.9
IWV iShares Russell 3000 ETF 6.8 20 43 5.6 +1.4
VTHR Vanguard Russell 3000 Index Fund 6.8 10 53 5.7 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 6.8 11 52 6.3 +2.2
SCHB Schwab U.S. Broad Market ETF 6.8 3 60 5.9 +1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.8 3 60 5.6 +1.4
EPS WisdomTree U.S. Earnings 500 Fund 6.8 8 55 7.4 +3.2
XVV iShares ESG Screened S&P 500 ETF 6.8 8 55 6.1 +1.9
EFIV SPDR S&P 500 ESG ETF 6.8 10 53 6.0 +1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.7 12 51 5.6 +1.4
VTI Vanguard Total Stock Market Index Fund 6.7 3 60 5.5 +1.3
DFAU Dimensional US Core Equity Market ETF 6.7 12 51 6.2 +2.0
MOON Direxion Moonshot Innovators ETF 6.7 65 -2 -21.0 -25.2
SNPE Xtrackers S&P 500 ESG ETF 6.7 10 53 6.0 +1.8
SPXE ProShares S&P 500 Ex-Energy ETF 6.7 27 36 6.0 +1.8
PDP Invesco DWA Momentum ETF 6.7 62 1 5.0 +0.8
XITK SPDR FactSet Innovative Technology ETF 6.6 45 18 -3.2 -7.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.6 20 43 6.0 +1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.6 14 49 6.0 +1.8
VSLU Applied Finance Valuation Large Cap ETF 6.6 49 14 7.4 +3.2
PBP Invesco S&P 500 BuyWrite ETF 6.6 49 14 5.7 +1.5
OEF iShares S&P 100 ETF 6.6 20 43 5.8 +1.7
FPX First Trust US IPO Index Fund 6.6 57 6 2.5 -1.7
XRMI Global X S&P 500 Risk Managed Income ETF 6.6 60 3 5.5 +1.3
XVOL Acruence Active Hedge U.S. Equity ETF 6.6 83 -20 5.3 +1.1
CATH Global X S&P 500 Catholic Values Custom ETF 6.6 29 34 5.7 +1.5
VOT Vanguard Mid-Cap Growth Index Fund 6.6 7 56 4.1 -0.1
IVV iShares Core S&P 500 ETF 6.6 3 60 6.1 +1.9
SPLG SPDR Portfolio S&P 500 ETF 6.6 3 60 6.1 +1.9
SPY SPDR S&P 500 ETF Trust 6.6 9 54 6.0 +1.8
VOO VANGUARD S&P 500 ETF 6.6 3 60 6.1 +1.9
IUS Invesco Strategic US ETF 6.6 19 44 6.9 +2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.6 45 18 2.1 -2.1
XYLG Global X S&P 500 Covered Call & Growth ETF 6.6 60 3 5.6 +1.4
ESGU iShares MSCI USA ESG Optimized ETF 6.6 15 48 5.9 +1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 6.5 60 3 5.3 +1.1
XTR Global X S&P 500 Tail Risk ETF 6.5 60 3 5.7 +1.5
KNGS UPHOLDINGS Compound Kings ETF 6.5 60 3 4.4 +0.2
SPTM SPDR Portfolio Total Stock Market ETF 6.5 3 60 6.2 +2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.5 19 44 6.7 +2.5
QUAL iShares MSCI Usa Quality Factor ETF 6.5 15 48 6.3 +2.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.5 30 33 6.9 +2.7
XCLR Global X S&P 500 Collar 95-110 ETF 6.5 60 3 5.5 +1.3
MGC Vanguard Mega Cap Index Fund 6.4 7 56 5.9 +1.8
IWL iShares Russell Top 200 ETF 6.3 15 48 5.9 +1.7
IUSA Amberwave Invest USA JSG Fund 6.3 67 -4 6.4 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 6.3 19 44 6.7 +2.5
DIVB iShares U.S. Dividend & Buyback ETF 6.3 25 38 7.3 +3.2
ESG FlexShares STOXX US ESG Impact Index Fund 6.2 32 31 5.9 +1.7
IWP iShares Russell Mid-Cap Growth ETF 6.2 23 40 4.4 +0.2
SCHG Schwab U.S. Large-Cap Growth ETF 6.2 4 59 4.7 +0.5
XLG Invesco S&P 500 Top 50 ETF 6.1 20 43 5.5 +1.3
IWY iShares Russell Top 200 Growth ETF 6.1 20 43 5.8 +1.6
FCPI Fidelity Stocks for Inflation ETF 6.1 29 34 8.8 +4.6
DRIV Global X Autonomous & Electric Vehicles ETF 6.1 68 -5 4.3 +0.1
DUHP Dimensional US High Profitability ETF 6.1 22 41 8.0 +3.8
QUS SPDR MSCI USA StrategicFactors ETF 6.1 15 48 6.4 +2.2
TOK iShares MSCI Kokusai ETF 6.0 25 38 5.9 +1.7
QLV FlexShares US Quality Low Volatility Index Fund 6.0 22 41 5.6 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 6.0 9 54 6.0 +1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 6.0 30 33 9.4 +5.3
FLRG Fidelity U.S. Multifactor ETF 6.0 29 34 7.7 +3.5
AVUS Avantis U.S. Equity ETF 6.0 15 48 6.9 +2.7
RUFF Alpha Dog ETF 5.9 90 -27 4.9 +0.7
SXQG 6 Meridian Quality Growth ETF 5.9 100 -37 5.3 +1.1
EDOW First Trust Dow 30 Equal Weight ETF 5.9 50 13 6.9 +2.7
SUSA iShares MSCI USA ESG Select ETF 5.9 25 38 5.9 +1.7
AVDR AVDR US LargeCap Leading ETF 5.8 60 3 6.1 +1.9
QGRO American Century STOXX U.S. Quality Growth ETF 5.8 29 34 7.7 +3.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.8 50 13 5.6 +1.5
ILCV iShares Morningstar Value ETF 5.8 4 59 7.2 +3.0
JQUA JPMorgan U.S. Quality Factor ETF 5.8 12 51 6.6 +2.5
JMOM JPMorgan U.S. Momentum Factor ETF 5.7 12 51 5.9 +1.7
FDVV Fidelity Core Dividend ETF 5.7 29 34 7.2 +3.0
URTH iShares MSCI World ETF 5.6 24 39 5.9 +1.7
IVDG Invesco Focused Discovery Growth ETF 5.6 59 4 4.6 +0.4
SPGP Invesco S&P 500 GARP ETF 5.6 36 27 8.2 +4.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 5.6 85 -22 6.9 +2.7
JHML John Hancock Multifactor Large Cap ETF 5.6 29 34 6.3 +2.1
OUSA O'Shares FTSE US Quality Dividend ETF 5.6 48 15 7.1 +2.9
LEAD Siren DIVCON Leaders Dividend ETF 5.6 43 20 7.9 +3.7
RDVY First Trust Rising Dividend Achievers ETF 5.6 50 13 9.0 +4.8
MMLG First Trust Multi-Manager Large Growth ETF 5.6 85 -22 3.0 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.6 12 51 5.8 +1.6
DTEC ALPS Disruptive Technologies ETF 5.6 50 13 4.0 -0.2
MGK Vanguard Mega Cap Growth ETF 5.6 7 56 5.2 +1.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 5.6 25 38 6.4 +2.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 5.5 85 -22 4.8 +0.6
VSDA VictoryShares Dividend Accelerator ETF 5.5 35 28 6.6 +2.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5.5 17 46 6.2 +2.1
LRNZ TrueMark Technology, AI & Deep Learning ETF 5.4 68 -5 -1.9 -6.1
AQGX AI Quality Growth ETF 5.4 97 -34 4.9 +0.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 5.3 25 38 7.2 +3.0
VR Global X Metaverse ETF 5.3 50 13 4.7 +0.5
WCLD WisdomTree Cloud Computing Fund 5.3 45 18 -1.7 -5.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.2 42 21 5.8 +1.6
IPO Renaissance IPO ETF 5.2 60 3 6.6 +2.4
DGRO iShares Core Dividend Growth ETF 5.2 8 55 7.4 +3.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.2 20 43 6.2 +2.0
YLDE ClearBridge Dividend Strategy ESG ETF 5.1 60 3 5.8 +1.6
SDGA Impact Shares Sustainable Development Goals Global ETF 5.1 75 -12 6.6 +2.4
FVAL Fidelity Value Factor ETF 5.1 29 34 9.0 +4.8
FTHI First Trust High Income ETF 5.1 85 -22 5.9 +1.7
IOO iShares Global 100 ETF 5.1 40 23 5.8 +1.6
MTVR Fount Metaverse ETF 5.1 70 -7 5.7 +1.5
ACIO Aptus Collared Income Opportunity ETF 5.1 79 -16 5.3 +1.1
BKUS BNY Mellon Sustainable US Equity ETF 5.1 60 3 5.2 +1.0
ACSI American Customer Satisfaction Core Alpha ETF 5.1 66 -3 5.0 +0.8
ADME Aptus Drawdown Managed Equity ETF 5.1 79 -16 4.9 +0.7
UBCB UBC Algorithmic Fundamentals ETF 5.1 75 -12 4.6 +0.4
LUXE Emles Luxury Goods ETF 5.1 60 3 4.2 -0.0
PLAT WisdomTree Modern Tech Platforms Fund 5.1 20 43 2.0 -2.2
SFYF SoFi 50 ETF 5.1 29 34 -2.4 -6.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.1 50 13 3.1 -1.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 5.0 25 38 7.1 +2.9
AILG Alpha Intelligent - Large Cap Growth ETF 5.0 85 -22 4.1 -0.1
ACWI iShares MSCI ACWI ETF 5.0 32 31 6.1 +1.9
ACWF iShares MSCI Global Multifactor ETF 5.0 35 28 9.2 +5.0
LGBT LGBTQ + ESG100 ETF 5.0 75 -12 5.0 +0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 5.0 30 33 9.5 +5.3
WRND IQ Global Equity R&D Leaders ETF 5.0 18 45 7.4 +3.2
AIEQ AI Powered Equity ETF 4.9 80 -17 3.4 -0.8
ANEW ProShares MSCI Transformational Changes ETF 4.9 45 18 4.0 -0.2
FMET Fidelity Metaverse ETF 4.9 39 24 5.2 +1.0
PSCT Invesco S&P SmallCap Information Technology ETF 4.8 29 34 6.2 +2.0
XSD SPDR S&P Semiconductor ETF 4.8 35 28 6.0 +1.8
JVAL JPMorgan U.S. Value Factor ETF 4.8 12 51 8.9 +4.7
DLN WisdomTree U.S. LargeCap Dividend Fund 4.8 28 35 6.8 +2.6
XT iShares Exponential Technologies ETF 4.8 46 17 4.2 -0.0
UAV AdvisorShares Drone Technology ETF 4.7 99 -36 5.4 +1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.7 25 38 6.6 +2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.6 65 -2 2.9 -1.3
BOSS Global X Founder-Run Companies ETF 4.6 45 18 2.9 -1.3
OGIG O'Shares Global Internet Giants ETF 4.6 48 15 0.0 -4.2
PSI Invesco Dynamic Semiconductors ETF 4.6 56 7 6.5 +2.3
GK AdvisorShares Gerber Kawasaki ETF 4.5 81 -18 4.5 +0.3
USMV iShares Edge MSCI Min Vol USA ETF 4.5 15 48 5.9 +1.7
MDCP VictoryShares THB Mid Cap ESG ETF 4.5 55 8 6.0 +1.8
CACG ClearBridge All Cap Growth ETF 4.5 53 10 4.3 +0.1
DTD WisdomTree U.S.Total Dividend Fund 4.4 28 35 7.0 +2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.4 9 54 6.1 +1.9
THNQ ROBO Global Artificial Intelligence ETF 4.4 68 -5 3.3 -0.9
CCOR Core Alternative ETF 4.4 109 -46 5.2 +1.0
JOYY Infusive Compounding Global Equities ETF 4.4 51 12 4.1 -0.1
GVIP Goldman Sachs Hedge Industry VIP ETF 4.4 45 18 5.8 +1.6
ECOZ TrueMark ESG Active Opportunities ETF 4.4 58 5 5.0 +0.8
MTUM iShares MSCI USA Momentum Factor ETF 4.4 15 48 5.4 +1.2
HART IQ Healthy Hearts ETF 4.3 45 18 5.1 +1.0
FFND Future Fund Active ETF 4.3 101 -38 2.2 -2.0
NZRO Strategy Shares Halt Climate Change ETF 4.3 95 -32 1.8 -2.4
KOMP SPDR Kensho New Economies Composite ETF 4.3 20 43 0.8 -3.4
UGCE Uncommon Portfolio Design Core Equity ETF 4.3 65 -2 6.5 +2.3
QWLD SPDR MSCI World StrategicFactors ETF 4.3 30 33 6.2 +2.0
VT Vanguard Total World Stock ETF 4.3 8 55 6.2 +2.1
KONG Formidable Fortress ETF 4.2 89 -26 6.0 +1.8
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 53 5.6 +1.4
ROUS Hartford Multifactor US Equity ETF 4.2 19 44 7.4 +3.3
RNLC Large Cap US Equity Select ETF 4.2 60 3 6.9 +2.7
DFND Siren DIVCON Dividend Defender ETF 4.2 150 -87 6.8 +2.6
FLLV Franklin Liberty U.S. Low Volatility ETF 4.1 29 34 5.9 +1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.0 18 45 6.1 +1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.0 63 0 4.5 +0.3
VEGN US Vegan Climate ETF 4.0 60 3 5.7 +1.5
MKEM Meakem Value and Inflation Screen 4.0 10 53 5.4 +1.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.0 30 33 7.3 +3.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 4.0 39 24 -1.1 -5.3
PZLG Puzzle Mature Growth 4.0 10 53 4.7 +0.5
VFMO Vanguard U.S. Momentum Factor ETF 3.9 13 50 6.0 +1.8
FTCS First Trust Capital Strength ETF 3.9 56 7 6.6 +2.5
PEXL Pacer US Export Leaders ETF 3.9 60 3 6.2 +2.0
DJIA Global X Dow 30 Covered Call ETF 3.9 60 3 6.3 +2.1
CTRU ARK Transparency ETF 3.9 55 8 2.8 -1.4
JOET Virtus Terranova US Quality Momentum ETF 3.8 29 34 6.5 +2.3
XSW SPDR S&P Software & Services ETF 3.8 35 28 3.8 -0.4
ITEQ BlueStar Israel Technology ETF 3.8 75 -12 1.6 -2.6
DIA SPDR Dow Jones Industrial Average ETF Trust 3.8 16 47 6.7 +2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.8 60 3 4.9 +0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.8 7 56 8.8 +4.6
LSLT Salt Low truBeta US Market ETF 3.8 60 3 0.0 -4.2
GGRW Gabelli Growth Innovators ETF 3.7 90 -27 3.2 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.7 75 -12 5.6 +1.5
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -2 7.0 +2.8
VO Vanguard Mid-Cap Index Fund 3.7 4 59 5.7 +1.5
QQQN VictoryShares Nasdaq Next 50 ETF 3.6 18 45 6.1 +1.9
SIXA 6 Meridian Mega Cap Equity ETF 3.6 86 -23 7.5 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 3.6 20 43 6.2 +2.0
EIS iShares MSCI Israel ETF 3.6 59 4 7.0 +2.8
PZLD Puzzle Divdend Leaders 3.5 10 53 7.1 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 3.5 75 -12 7.2 +3.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 3.5 108 -45 6.6 +2.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.5 52 11 8.2 +4.0
VIG Vanguard Dividend Appreciation Index Fund 3.5 6 57 6.4 +2.2
SQEW LeaderShares Equity Skew ETF 3.4 75 -12 6.3 +2.1
ISRA VanEck Israel ETF 3.4 62 1 6.8 +2.6
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 3.4 87 -24 7.2 +3.0
SPHB Invesco S&P 500 High Beta ETF 3.4 25 38 5.4 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.4 24 39 7.6 +3.4
EGIS 2nd Vote Society Defended ETF 3.4 75 -12 6.9 +2.8
SAMT Strategas Macro Thematic Opportunities ETF 3.4 65 -2 3.4 -0.8
TMFX Motley Fool Next Index ETF 3.3 50 13 3.7 -0.5
IWR iShares Russell Midcap ETF 3.3 19 44 5.9 +1.8
BUZZ VanEck Social Sentiment ETF 3.3 75 -12 0.5 -3.7
VLUE iShares MSCI USA Value Factor ETF 3.3 15 48 11.6 +7.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.3 85 -22 6.4 +2.2
VNSE Natixis Vaughan Nelson Select ETF 3.3 80 -17 3.8 -0.4
RWL Invesco S&P 500 Revenue ETF 3.3 39 24 6.9 +2.7
NTZO Impact Shares MSCI Global Climate Select ETF 3.2 30 33 5.8 +1.6
GFGF Guru Favorite Stocks ETF 3.2 65 -2 6.5 +2.3
AVLV Avantis U.S. Large Cap Value ETF 3.1 15 48 8.5 +4.3
SCHD Schwab U.S. Dividend Equity ETF 3.1 6 57 8.6 +4.4
KLDW Gavekal Knowledge Leaders Developed World ETF 3.1 75 -12 0.0 -4.2
ETHO Etho Climate Leadership U.S. ETF 3.1 48 15 4.6 +0.4
VUSE Vident Core US Equity Fund 3.1 48 15 10.2 +6.0
MOTO SmartETFs Smart Transportation & Technology ETF 3.1 68 -5 6.9 +2.7
MILN Global X Millennial Consumer ETF 3.1 50 13 3.2 -1.0
IZRL ARK Israel Innovative Technology ETF 3.1 49 14 -7.6 -11.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 43 7.3 +3.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 43 5.0 +0.9
IVES Wedbush ETFMG Global Cloud Technology ETF 3.0 68 -5 3.7 -0.5
MXDU Nationwide Maximum Diversification US Core Equity ETF 3.0 34 29 5.7 +1.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.0 78 -15 10.1 +5.9
DURA VanEck Morningstar Durable Dividend ETF 3.0 29 34 7.3 +3.2
LSAT Leadershares Alphafactor Tactical Focused ETF 3.0 99 -36 10.5 +6.3
ACVF American Conservative Values ETF 3.0 75 -12 5.2 +1.0
JDIV JPMorgan U.S. Dividend ETF 3.0 12 51 7.8 +3.6
FDWM Fidelity Women's Leadership ETF 2.9 59 4 6.1 +1.9
PRF Invesco FTSE RAFI US 1000 ETF 2.9 39 24 7.2 +3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 45 7.5 +3.3
USXF iShares ESG Advanced MSCI USA ETF 2.9 10 53 5.9 +1.7
CGDV Capital Group Dividend Value ETF 2.8 33 30 6.1 +2.0
AFMC First Trust Active Factor Mid Cap ETF 2.8 65 -2 9.1 +4.9
FLV American Century Focused Large Cap Value ETF 2.8 42 21 6.8 +2.6
HKND Humankind US Stock ETF 2.8 11 52 6.8 +2.6
GRZZ Grizzle Growth ETF 2.8 75 -12 6.2 +2.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.7 59 4 7.5 +3.3
EQWL Invesco Russell Top 200 Equal Weight ETF 2.7 25 38 7.1 +2.9
SSPY Syntax Stratified LargeCap ETF 2.7 30 33 6.5 +2.3
VLU SPDR S&P 1500 Value Tilt ETF 2.7 12 51 7.9 +3.7
VXF Vanguard Extended Market Index Fund 2.7 6 57 2.6 -1.6
SLT Pacer Salt High truBeta US Market ETF 2.7 60 3 0.0 -4.2
PWV Invesco Dynamic Large Cap Value ETF 2.7 58 5 7.4 +3.2
PFM Invesco Dividend Achievers ETF 2.6 53 10 6.2 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.6 25 38 6.2 +2.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 48 4.1 -0.1
AUSF Global X Adaptive U.S. Factor ETF 2.6 27 36 7.5 +3.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.6 35 28 7.8 +3.6
EPRE First Trust TCW ESG Premier Equity ETF 2.5 85 -22 4.8 +0.6
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 50 8.1 +3.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.5 60 3 2.1 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.5 20 43 5.8 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 57 4.5 +0.3
OALC OneAscent Large Cap Core ETF 2.5 76 -13 6.2 +2.0
NUDV Nuveen ESG Dividend ETF 2.5 25 38 7.3 +3.1
HDV iShares Core High Dividend ETF 2.5 8 55 7.4 +3.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 -2 4.0 -0.2
VYM Vanguard High Dividend Yield Index ETF 2.4 6 57 7.6 +3.4
GBGR Global Beta Momentum-Growth ETF 2.4 29 34 1.9 -2.3
DIVS SmartETFs Dividend Builder ETF 2.4 65 -2 5.9 +1.7
QTUM Defiance Quantum ETF 2.4 40 23 6.3 +2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 54 5.8 +1.6
ABEQ Absolute Core Strategy ETF 2.4 85 -22 4.6 +0.4
SCHV Schwab U.S. Large-Cap Value ETF 2.3 4 59 7.1 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.3 30 33 7.1 +2.9
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 2.3 48 15 7.6 +3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.3 29 34 8.2 +4.0
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 43 8.1 +3.9
MGV Vanguard Mega Cap Value ETF 2.3 7 56 7.4 +3.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.3 17 46 7.6 +3.5
ROKT SPDR S&P Kensho Final Frontiers ETF 2.3 45 18 3.8 -0.4
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.2 25 38 9.8 +5.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.1 49 14 6.5 +2.3
KOIN Innovation Shares NextGen Protocol ETF 2.1 75 -12 6.6 +2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -12 6.0 +1.8
ALFA AlphaClone Alternative Alpha ETF 2.1 65 -2 4.0 -0.2
HLGE Hartford Longevity Economy ETF 2.1 44 19 8.1 +3.9
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 54 6.0 +1.8
REVS Columbia Research Enhanced Value ETF 2.0 19 44 8.2 +4.0
SDEI Sound Equity Income ETF 2.0 45 18 9.6 +5.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.0 20 43 8.8 +4.6
IWS iShares Russell Mid-Cap Value ETF 2.0 23 40 6.7 +2.5
FSST Fidelity Sustainability U.S. Equity ETF 2.0 59 4 5.9 +1.7
LGLV SPDR Russell 1000 Low Volatility ETF 2.0 12 51 5.5 +1.3
MBOX Freedom Day Dividend ETF 2.0 39 24 8.0 +3.8
TPLC Timothy Plan US Large Cap Core ETF 2.0 52 11 5.9 +1.7
XWEB SPDR S&P Internet ETF 2.0 35 28 -3.0 -7.2
SIZE iShares MSCI USA Size Factor ETF 2.0 15 48 6.3 +2.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 49 14 7.3 +3.1
UVDV UVA Dividend Value ETF 1.9 80 -17 6.8 +2.6
KLCD KFA Large Cap Quality Dividend Index ETF 1.9 42 21 6.3 +2.1
USMF WisdomTree U.S. Multifactor Fund 1.9 28 35 8.6 +4.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.9 47 16 0.1 -4.1
HAIL SPDR S&P Kensho Smart Mobility ETF 1.9 45 18 3.2 -1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 1.9 59 4 12.7 +8.5
BFOR Barron's 400 ETF 1.9 70 -7 8.7 +4.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.9 35 28 6.6 +2.4
WWOW Direxion World Without Waste ETF 1.9 50 13 0.6 -3.6
DGT SPDR Global Dow ETF 1.9 50 13 7.4 +3.2
WTV WisdomTree US Value Fund 1.9 12 51 9.0 +4.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.8 13 50 5.9 +1.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 43 7.2 +3.0
FMIL Fidelity New Millennium ETF 1.8 59 4 6.6 +2.5
STLV iShares Factors US Value Style ETF 1.8 25 38 8.9 +4.8
DHS WisdomTree U.S. High Dividend Fund 1.8 38 25 7.6 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.8 70 -7 5.3 +1.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.8 45 18 3.8 -0.4
VALQ American Century STOXX U.S. Quality Value ETF 1.8 29 34 9.1 +4.9
ERSX ERShares NextGen Entrepreneurs ETF 1.8 75 -12 5.9 +1.8
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 38 5.2 +1.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.7 70 -7 4.0 -0.2
LVHD Legg Mason Low Volatility High Dividend ETF 1.7 27 36 7.4 +3.2
RSP Invesco S&P 500 Equal Weight ETF 1.7 20 43 6.3 +2.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 1.7 29 34 7.8 +3.6
DEW WisdomTree Global High Dividend Fund 1.7 58 5 8.2 +4.0
VONV Vanguard Russell 1000 Value Index Fund 1.7 8 55 7.1 +2.9
IWD iShares Russell 1000 Value ETF 1.7 19 44 7.0 +2.8
JHMM John Hancock Multifactor Mid Cap ETF 1.7 41 22 6.7 +2.5
RBUS Nationwide Risk-Based U.S. Equity ETF 1.6 30 33 5.9 +1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 -8 2.8 -1.4
VFMF Vanguard U.S. Multifactor ETF 1.6 19 44 9.2 +5.0
DIVZ TrueShares Low Volatility Equity Income ETF 1.6 65 -2 7.4 +3.2
BIBL Inspire ETF 1.6 35 28 5.5 +1.3
RNDV US Equity Dividend Select ETF 1.6 50 13 8.3 +4.1
NULG Nuveen ESG Large-Cap Growth ETF 1.6 25 38 4.7 +0.5
SQLV Legg Mason Small-Cap Quality Value 1.6 61 2 9.7 +5.5
SDOG ALPS Sector Dividend Dogs ETF 1.6 40 23 8.9 +4.7
VBK Vanguard Small-Cap Growth Index Fund 1.6 7 56 2.5 -1.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.6 75 -12 6.5 +2.4
VTV Vanguard Value Index Fund 1.6 4 59 7.4 +3.2
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 59 6.0 +1.8
CGUS Capital Group Core Equity ETF 1.6 33 30 6.1 +1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 59 6.1 +1.9
FBCV Fidelity Blue Chip Value ETF 1.5 59 4 6.9 +2.7
DSI iShares MSCI KLD 400 Social ETF 1.5 25 38 6.0 +1.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.5 15 48 5.9 +1.7
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 24 7.0 +2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -7 4.4 +0.2
IWX iShares Russell Top 200 Value ETF 1.5 20 43 7.1 +2.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.5 60 3 5.6 +1.4
VFLQ Vanguard U.S. Liquidity Factor ETF 1.4 13 50 1.9 -2.3
GURU Global X Guru Index ETF 1.4 75 -12 1.4 -2.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.4 50 13 8.0 +3.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.4 68 -5 4.0 -0.2
AILV Alpha Intelligent - Large Cap Value ETF 1.4 85 -22 6.2 +2.0
SMDY Syntax Stratified MidCap ETF 1.4 35 28 6.8 +2.6
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.4 65 -2 6.5 +2.3
WKLY SoFi Weekly Dividend ETF 1.4 49 14 7.4 +3.2
FVD First Trust Value Line Dividend Index Fund 1.3 70 -7 6.0 +1.8
EKAR Innovation Shares NextGen Vehicles & Technology ETF 1.3 65 -2 5.4 +1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 24 4.3 +0.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.3 35 28 8.3 +4.1
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 53 6.0 +1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 53 6.0 +1.8
FSMD Fidelity Small-Mid Factor ETF 1.2 29 34 8.5 +4.3
GAMR ETFMG Video Game Tech ETF 1.2 75 -12 6.1 +1.9
VOE Vanguard Mid-Cap Value Index Fund 1.2 7 56 7.0 +2.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 46 6.8 +2.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.2 15 48 6.8 +2.6
ISMD Inspire Small/Mid Cap Impact ETF 1.2 57 6 6.2 +2.0
PSET Principal Price Setters Index ETF 1.2 15 48 6.8 +2.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 15 48 6.7 +2.5
IUSS Invesco Strategic US Small Company ETF 1.2 23 40 6.2 +2.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.2 30 33 9.5 +5.3
NULV Nuveen ESG Large-Cap Value ETF 1.2 25 38 7.2 +3.0
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -26 6.3 +2.2
BLES Inspire Global Hope Large Cap ETF 1.2 52 11 5.6 +1.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.2 20 43 5.0 +0.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 48 7.9 +3.7
MGMT Ballast Small/Mid Cap ETF 1.1 110 -47 8.6 +4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 48 8.2 +4.0
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 1.1 35 28 7.0 +2.8
JMIN JPMorgan U.S. Minimum Volatility ETF 1.1 12 51 5.9 +1.7
ROBO Robo Global Robotics & Automation Index ETF 1.1 95 -32 3.4 -0.8
CGGO Capital Group Global Growth Equity ETF 1.1 47 16 4.3 +0.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.1 35 28 7.6 +3.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 51 7.7 +3.5
FDLO Fidelity Low Volatility Factor ETF 1.1 29 34 5.6 +1.4
YPS Arrow Reverse Cap 500 ETF 1.1 29 34 6.2 +2.0
QDIV Global X S&P 500 Quality Dividend ETF 1.0 20 43 8.1 +3.9
EQOP Natixis U.S. Equity Opportunities ETF 1.0 90 -27 6.0 +1.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 38 6.0 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 34 7.1 +2.9
MDY SPDR S&P Midcap 400 ETF Trust 1.0 23 40 7.4 +3.2
TPSC Timothy Plan US Small Cap Core ETF 1.0 52 11 8.3 +4.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.0 40 23 7.3 +3.1
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.0 18 45 5.3 +1.1
IJH iShares Core S&P Mid-Cap ETF 1.0 5 58 7.5 +3.4
SPMD SPDR Portfolio Mid Cap ETF 1.0 5 58 7.5 +3.4
SYLD Cambria Shareholder Yield ETF 1.0 59 4 11.4 +7.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 10 53 7.5 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 57 1.5 -2.7
NULC Nuveen ESG Large-Cap ETF 1.0 20 43 6.0 +1.8
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.0 35 28 8.4 +4.2
SPMO Invesco S&P 500 Momentum ETF 1.0 13 50 5.8 +1.6
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 59 6.4 +2.2
SSLY Syntax Stratified SmallCap ETF 1.0 40 23 7.3 +3.1
DEF Invesco Defensive Equity ETF 0.9 53 10 6.1 +1.9
AFSM First Trust Active Factor Small Cap ETF 0.9 77 -14 8.2 +4.0
DWMF WisdomTree International Multifactor Fund 0.9 38 25 7.3 +3.1
RYJ Invesco Raymond James SB-1 Equity ETF 0.9 75 -12 3.5 -0.7
PNQI Invesco NASDAQ Internet ETF 0.9 60 3 3.3 -0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.9 35 28 7.7 +3.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 51 7.9 +3.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.9 12 51 6.8 +2.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.9 15 48 7.8 +3.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 57 7.3 +3.1
RNSC Small Cap US Equity Select ETF 0.9 60 3 8.5 +4.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.9 25 38 8.1 +3.9
VOOV Vanguard S&P 500 Value ETF 0.9 10 53 6.7 +2.5
IVE iShares S&P 500 Value ETF 0.9 18 45 6.6 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 0.9 4 59 6.8 +2.6
IUSV iShares Core S&P U.S. Value ETF 0.9 4 59 6.8 +2.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 63 0 8.5 +4.3
SFYX Sofi Next 500 ETF 0.9 0 63 6.6 +2.4
VB Vanguard Small-Cap ETF 0.9 5 58 6.1 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 0.9 35 28 7.7 +3.5
EZM WisdomTree U.S. MidCap Earnings Fund 0.9 38 25 9.9 +5.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -12 9.0 +4.8
RFDI First Trust Riverfront Dynamic Developed International ETF 0.8 83 -20 9.3 +5.1
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 11 6.1 +1.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 52 11 5.9 +1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 45 8.2 +4.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 48 8.3 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 15 48 8.2 +4.0
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.8 61 2 6.9 +2.7
SPLV Invesco S&P 500 Low Volatility ETF 0.8 25 38 5.7 +1.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 3 5.4 +1.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 28 9.2 +5.0
PSC Principal U.S. Small Cap Index ETF 0.8 38 25 7.2 +3.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 33 9.2 +5.0
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 38 7.5 +3.3
IJS iShares S&P Small-cap 600 Value ETF 0.7 18 45 7.5 +3.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 15 48 7.6 +3.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.7 15 48 7.6 +3.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -32 2.4 -1.8
NUSC Nuveen ESG Small-Cap ETF 0.7 30 33 5.7 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 48 8.1 +3.9
UFO Procure Space ETF 0.7 75 -12 1.8 -2.4
CSML IQ Chaikin U.S. Small Cap ETF 0.7 35 28 5.7 +1.6
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 -9 5.6 +1.4
CGGR Capital Group Growth ETF 0.7 39 24 4.6 +0.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.7 6 57 5.6 +1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 59 5.8 +1.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 51 7.4 +3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 56 5.6 +1.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 64 -1 7.5 +3.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.7 65 -2 10.0 +5.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 25 6.7 +2.5
ISCB iShares Morningstar Small-Cap ETF 0.7 4 59 5.1 +0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.7 60 3 8.1 +3.9
EES WisdomTree SmallCap Earnings Fund 0.6 38 25 10.1 +5.9
IJR iShares Core S&P Small Cap ETF 0.6 6 57 7.6 +3.5
SLY SPDR S&P 600 Small Cap ETF 0.6 15 48 7.6 +3.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 5 58 7.7 +3.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 53 7.7 +3.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.6 20 43 6.8 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.6 9 54 4.9 +0.8
SCHA Schwab U.S. Small-Cap ETF 0.6 4 59 5.5 +1.3
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.6 17 46 5.5 +1.3
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 21 6.5 +2.3
SMMD iShares Russell 2500 ETF 0.6 15 48 6.4 +2.2
VIRS Pacer BioThreat Strategy ETF 0.6 70 -7 7.0 +2.9
DFAS Dimensional U.S. Small Cap ETF 0.6 34 29 6.7 +2.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.6 39 24 8.7 +4.5
IWO iShares Russell 2000 Growth ETF 0.6 24 39 1.0 -3.2
VTWG Vanguard Russell 2000 Growth Index Fund 0.6 15 48 1.0 -3.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 3 7.7 +3.5
ZGEN Generation Z ETF 0.6 60 3 -5.5 -9.7
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.6 19 44 8.0 +3.8
RNMC Mid Cap US Equity Select ETF 0.5 60 3 7.8 +3.6
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.5 40 23 7.3 +3.1
IWM iShares Russell 2000 ETF 0.5 19 44 1.5 -2.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.5 18 45 7.9 +3.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.5 15 48 7.9 +3.7
VTWO Vanguard Russell 2000 Index Fund 0.5 10 53 1.7 -2.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.5 16 47 8.0 +3.8
ESGS Columbia Sustainable U.S. Equity Income ETF 0.5 35 28 8.8 +4.6
WWJD Inspire International ESG ETF 0.5 80 -17 5.9 +1.7
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.5 20 43 5.3 +1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.5 35 28 10.5 +6.4
SVAL iShares US Small Cap Value Factor ETF 0.5 20 43 10.3 +6.1
IWN iShares Russell 2000 Value ETF 0.5 24 39 2.2 -2.0
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 25 8.4 +4.2
DFAT Dimensional U.S. Targeted Value ETF 0.5 34 29 8.3 +4.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 43 8.5 +4.3
VTWV Vanguard Russell 2000 Value Index Fund 0.5 15 48 2.6 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 52 11 5.7 +1.5
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 25 9.5 +5.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 24 9.4 +5.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.5 35 28 6.4 +2.2
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.5 80 -17 5.7 +1.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 72 -9 12.1 +7.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 24 7.1 +2.9
INNO Harbor Disruptive Innovation ETF 0.5 75 -12 -3.5 -7.7
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 57 8.0 +3.8
DFSV Dimensional US Small Cap Value ETF 0.4 31 32 8.7 +4.5
VBR Vanguard Small Cap Value Index Fund 0.4 7 56 8.2 +4.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 3 6.9 +2.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.4 88 -25 5.9 +1.7
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 24 8.9 +4.7
GENY Principal Millennials Index ETF 0.4 45 18 7.5 +3.3
COWZ Pacer US Cash Cows 100 ETF 0.3 49 14 10.9 +6.7
IDHQ Invesco S&P International Developed Quality ETF 0.3 29 34 6.6 +2.4
VFVA Vanguard U.S. Value Factor ETF 0.3 14 49 11.0 +6.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 25 8.6 +4.4
RYLD Global X Russell 2000 Covered Call ETF 0.3 60 3 1.3 -2.9
PY Principal Shareholder Yield Index ETF 0.3 15 48 10.5 +6.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 60 3 9.4 +5.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.3 30 33 8.2 +4.0
QEFA SPDR MSCI EAFE Quality Mix ETF 0.3 30 33 6.4 +2.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 24 9.2 +5.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -17 6.5 +2.3
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 35 28 8.2 +4.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 70 -7 10.0 +5.8
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.2 30 33 6.2 +2.0
PQIN PGIM QMA Strategic Alpha International Equity ETF 0.2 29 34 7.6 +3.4
JAVA JPMorgan Active Value ETF 0.2 44 19 6.6 +2.4
EFG iShares MSCI EAFE Growth ETF 0.2 40 23 4.4 +0.2
IVLU iShares Edge MSCI Intl Value Factor ETF 0.2 30 33 10.0 +5.8
ISDX Invesco RAFI Strategic Developed ex-US ETF 0.2 23 40 7.5 +3.4
AVDG AVDR US LargeCap ESG ETF 0.2 60 3 5.8 +1.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.2 12 51 6.4 +2.2
JEPI JPMorgan Equity Premium Income ETF 0.2 35 28 5.5 +1.3
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 18 8.5 +4.3
ISZE iShares Edge MSCI Intl Size Factor ETF 0.1 30 33 6.3 +2.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 38 7.3 +3.1
IQSI IQ Candriam ESG International Equity ETF 0.1 15 48 6.7 +2.5
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.1 35 28 6.5 +2.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.1 20 43 6.4 +2.3
GWX SPDR S&P International Small Cap ETF 0.1 40 23 4.2 -0.0
RESD WisdomTree International ESG Fund 0.1 30 33 6.8 +2.6
EFA iShares MSCI EAFE ETF 0.1 32 31 6.6 +2.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 4 59 6.6 +2.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 27 6.6 +2.4
IEFA iShares Core MSCI EAFE ETF 0.1 7 56 6.7 +2.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 34 8.3 +4.1
PXUS Principal International Adaptive Multi-Factor ETF 0.1 24 39 7.1 +2.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 43 6.8 +2.6
IDEV iShares Core MSCI International Developed Markets ETF 0.1 5 58 6.7 +2.5
AVIV Avantis International Large Cap Value ETF 0.1 25 38 9.6 +5.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 31 7.1 +2.9
IXUS ishares Core MSCI Total International Stock ETF 0.1 9 54 7.1 +2.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 22 6.9 +2.7
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 33 7.0 +2.8
AVDE Avantis International Equity ETF 0.0 23 40 7.5 +3.3
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 38 9.2 +5.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 23 5.4 +1.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 24 7.2 +3.0
IEIH iShares Evolved U.S. Innovative Healthcare ETF 0.0 18 45 4.8 +0.6
ROSC Hartford Multifactor Small Cap ETF 0.0 34 29 10.3 +6.1

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 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
  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 Dynamic Networking ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.9 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 63 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 CATEGORY
AVERAGE
1.49
 
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.