Principal Value ETF
ALTAR
Score™
7.1% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
16.3x P/Sales
ratio
1.9x
P/BV
ratio
2.6x Div.
yield
2.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Principal Shareholder Yield Index ETF tracks an index of dividend-paying large- and midcap US stocks that are selected by several fundamental factors, including dividend yield and buyback yield. Holdings are equally weighted within two tiers.

FUND BASICS
Category US Equities
Fund Sponsor The Principal Financial Group
Website www.principaletfs.com
Inception date Mar 21, 2016
Assets (mns) $102
Currency USD
Expense ratio 15 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian
Weighting Tiered
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 114
Wgt avg mkt cap (mns) $396,774
Large cap (>$10bn) 97.3%
Mid cap ($2-10bn) 2.7%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
APPLE INC 4.4 %
MICROSOFT CORP 4.0 %
BROADCOM INC. 2.6 %
EXXON MOBIL CORP 1.9 %
HOME DEPOT INC 1.5 %
BANK OF AMERICA CORP 1.5 %
QUALCOMM INC 1.4 %
CHEVRON CORP 1.3 %
LINDE PLC 1.2 %
CATERPILLAR INC 1.2 %
Total 21.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.3 %
IRELAND 3.5 %
BRITAIN 1.2 %
SWITZERLAND 1.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
9.3% 17.2% 12.1% -- 10.5%

Market Correlations
versus... Beta R-squared
S&P500 0.90 82%
MSCI EAFE 0.90 78%
MSCI Emg. Mkts. 0.64 37%

Technical Indicators
Recent close $49.56
30d moving avg. $48.13
Annualized volatility 17.9%
Short interest (ETF) 0.2%
Short interest (Underlying) 3.3%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 4
Turnover 0.2%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $49,338

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 966 potential alternatives to the Principal Value ETF ETF based on the alternatives' overlap in portfolio holdings with PY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PY Expense: 15 bp ALTAR Score™: 7.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PY
Ticker Fund
Name
Overlap1
vs PY
(%)
Expense
ratio
(bp)
Savings
vs PY
(bp)
ALTAR
Score™
(%)
ALTAR
vs PY
(%)
PFM Invesco Dividend Achievers ETF 35.9 53 -38 5.3 -1.9
VIG Vanguard Dividend Appreciation ETF 34.4 6 9 5.5 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 33.0 28 -13 5.8 -1.3
DGRO iShares Core Dividend Growth ETF 31.5 8 7 6.3 -0.9
VYM Vanguard High Dividend Yield Index ETF 31.3 6 9 6.9 -0.2
FVAL Fidelity Value Factor ETF 31.0 15 0 7.1 +0.0
FDRR Fidelity Dividend ETF for Rising Rates 30.7 15 0 7.5 +0.4
DTD WisdomTree U.S. Total Dividend Fund 30.6 28 -13 6.1 -1.1
AFLG First Trust Active Factor Large Cap ETF 30.1 55 -40 5.9 -1.2
QLC FlexShares US Quality Large Cap Index Fund 29.9 25 -10 5.4 -1.7
DIVB iShares Core Dividend ETF 29.9 5 10 7.5 +0.4
FNDX Schwab Fundamental US Large Co. Index ETF 29.8 25 -10 6.8 -0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 29.7 39 -24 7.0 -0.1
FDVV Fidelity High Dividend ETF 29.5 15 0 8.8 +1.7
EPS WisdomTree U.S. LargeCap Fund 29.3 8 7 6.0 -1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 29.2 48 -33 5.8 -1.3
ILCV iShares Morningstar Value ETF 29.2 4 11 6.2 -0.9
JHDV John Hancock U.S. High Dividend ETF 29.2 34 -19 6.2 -0.9
STXD Strive 1000 Dividend Growth ETF 29.2 35 -20 4.9 -2.2
ROE Astoria US Quality Kings ETF 29.1 49 -34 7.6 +0.5
VTV Vanguard Value ETF 29.1 4 11 6.5 -0.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 28.5 50 -35 7.5 +0.4
IUS Invesco RAFI Strategic US ETF 28.4 19 -4 6.9 -0.3
QDF FlexShares Quality Dividend Index Fund 28.3 37 -22 4.2 -2.9
MGV Vanguard Mega Cap Value ETF 28.0 7 8 6.3 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 27.8 25 -10 6.7 -0.4
AVLV Avantis U.S. Large Cap Value ETF 27.7 15 0 7.3 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 27.6 6 9 7.7 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 27.4 29 -14 7.1 -0.0
PRF Invesco FTSE RAFI US 1000 ETF 27.4 39 -24 6.9 -0.3
ADME Aptus Drawdown Managed Equity ETF 27.3 79 -64 4.1 -3.0
SNPV Xtrackers S&P 500 Value ESG ETF 27.3 15 0 6.4 -0.7
FTA First Trust Large Cap Value AlphaDEX Fund 27.3 59 -44 8.1 +1.0
RWL Invesco S&P 500 Revenue ETF 27.0 39 -24 6.5 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 26.9 32 -17 4.8 -2.3
JHML John Hancock Multifactor Large Cap ETF 26.9 29 -14 5.4 -1.8
HDUS Hartford Disciplined US Equity ETF 26.9 19 -4 6.0 -1.2
SCHV Schwab U.S. Large-Cap Value ETF 26.7 4 11 6.4 -0.7
STXV Strive 1000 Value ETF 26.6 18 -3 7.5 +0.4
INEQ Columbia International Equity Income ETF 26.6 45 -30 6.5 -0.6
VOE Vanguard Mid-Cap Value ETF 26.5 7 8 7.0 -0.1
VLU SPDR S&P 1500 Value Tilt ETF 26.5 12 3 6.9 -0.3
SPVM Invesco S&P 500 Value with Momentum ETF 26.5 39 -24 8.1 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 26.4 18 -3 6.4 -0.7
DFLV Dimensional US Large Cap Value ETF 26.3 22 -7 7.7 +0.6
JVAL JPMorgan U.S. Value Factor ETF 26.2 12 3 7.9 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 26.2 19 -4 6.2 -0.9
FDLO Fidelity Low Volatility Factor ETF 26.1 15 0 5.2 -1.9
NUDV Nuveen ESG Dividend ETF 26.0 26 -11 7.0 -0.1
GSPY Gotham Enhanced 500 ETF 26.0 50 -35 5.1 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 25.8 20 -5 4.9 -2.2
IVE iShares S&P 500 Value ETF 25.8 18 -3 6.3 -0.9
DGRW WisdomTree US Quality Dividend Growth Fund 25.8 28 -13 5.9 -1.2
VOOV Vanguard S&P 500 Value ETF 25.8 10 5 6.4 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 25.8 7 8 5.0 -2.1
SNPE Xtrackers S&P 500 ESG ETF 25.7 10 5 5.1 -2.0
SPYV SPDR Portfolio S&P 500 Value ETF 25.7 4 11 6.4 -0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 25.7 9 6 5.5 -1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 25.7 11 4 4.9 -2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 25.6 9 6 4.8 -2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 25.4 20 -5 5.7 -1.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 25.3 8 7 5.0 -2.1
LRGF iShares U.S. Equity Factor ETF 25.2 8 7 5.7 -1.4
ULVM VictoryShares US Value Momentum ETF 25.1 20 -5 7.2 +0.1
IWX iShares Russell Top 200 Value ETF 25.1 20 -5 6.1 -1.0
AVUS Avantis U.S. Equity ETF 25.1 15 0 5.7 -1.4
CATH Global X S&P 500 Catholic Values Custom ETF 25.0 29 -14 4.9 -2.2
EQWL Invesco S&P 100 Equal Weight ETF 25.0 25 -10 6.4 -0.8
KRMA Global X Conscious Companies ETF 24.9 43 -28 5.7 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 24.8 60 -45 4.7 -2.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 24.8 7 8 5.0 -2.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 24.8 35 -20 7.8 +0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 24.7 38 -23 7.8 +0.6
QUS SPDR MSCI USA StrategicFactors ETF 24.6 15 0 5.7 -1.5
VOO Vanguard S&P 500 ETF 24.6 3 12 5.1 -2.1
IVV iShares Core S&P 500 ETF 24.6 3 12 5.1 -2.1
SPLG SPDR Portfolio S&P 500 ETF 24.6 2 13 5.1 -2.1
SPY SPDR S&P 500 ETF Trust 24.6 9 6 5.0 -2.1
MAGA Point Bridge America First ETF 24.5 72 -57 5.8 -1.3
VSLU Applied Finance Valuation Large Cap ETF 24.5 49 -34 5.5 -1.6
VV Vanguard Large-Cap ETF 24.4 4 11 5.0 -2.1
IUSV iShares Core S&P US Value ETF 24.4 4 11 6.5 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 24.3 2 13 5.1 -2.1
VOTE TCW Transform 500 ETF 24.3 5 10 5.0 -2.1
PBUS Invesco MSCI USA ETF 24.2 4 11 5.0 -2.1
STRV Strive 500 ETF 24.2 5 10 5.0 -2.1
ACVF American Conservative Values ETF 24.1 75 -60 4.2 -2.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 24.1 9 6 4.9 -2.2
FELC Fidelity Enhanced Large Cap Core ETF 24.1 18 -3 5.4 -1.8
RECS Columbia Research Enhanced Core ETF 24.0 15 0 5.6 -1.6
MGC Vanguard Mega Cap ETF 24.0 7 8 4.9 -2.3
APUE ActivePassive U.S. Equity ETF 23.9 45 -30 4.8 -2.3
ILCB iShares Morningstar U.S. Equity ETF 23.9 3 12 5.0 -2.1
RPV Invesco S&P 500 Pure Value ETF 23.8 35 -20 9.4 +2.3
REVS Columbia Research Enhanced Value ETF 23.8 19 -4 7.5 +0.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 23.8 60 -45 8.5 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 23.8 11 4 5.0 -2.1
XVV iShares ESG Screened S&P 500 ETF 23.7 8 7 4.9 -2.2
JQUA JPMorgan U.S. Quality Factor ETF 23.7 12 3 5.8 -1.3
IWD iShares Russell 1000 Value ETF 23.7 19 -4 6.2 -0.9
VONV Vanguard Russell 1000 Value ETF 23.6 8 7 6.4 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 23.6 49 -34 5.2 -2.0
GVUS Marketbeta Russell 1000 Value Equity ETF 23.6 12 3 6.3 -0.8
DUHP Dimensional US High Profitability ETF 23.5 21 -6 6.5 -0.6
JAVA JPMorgan Active Value ETF 23.5 44 -29 5.9 -1.2
IWL iShares Russell Top 200 ETF 23.5 15 0 4.8 -2.4
FQAL Fidelity Quality Factor ETF 23.5 15 0 5.8 -1.4
ONEY SPDR Russell 1000 Yield Focus ETF 23.5 20 -5 9.4 +2.2
SPVU Invesco S&P 500 Enhanced Value ETF 23.5 13 2 9.2 +2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 23.5 3 12 5.2 -1.9
DVND Touchstone Dividend Select ETF 23.4 67 -52 5.7 -1.4
SPXN ProShares S&P 500 Ex-Financials ETF 23.4 9 6 5.1 -2.1
VONE Vanguard Russell 1000 ETF 23.4 8 7 5.0 -2.1
IWB iShares Russell 1000 ETF 23.4 15 0 4.9 -2.2
IYY iShares Dow Jones U.S. ETF 23.3 20 -5 4.8 -2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 23.3 56 -41 6.0 -1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 23.3 20 -5 4.8 -2.3
SCHX Schwab U.S. Large-Cap ETF 23.3 3 12 5.1 -2.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 23.3 40 -25 6.5 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 23.3 10 5 5.3 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 23.1 0 15 5.1 -2.1
ESGU iShares ESG Aware MSCI USA ETF 23.1 15 0 5.1 -2.1
DCOR Dimensional US Core Equity 1 ETF 23.1 14 1 5.4 -1.7
OEF iShares S&P 100 ETF 23.0 20 -5 4.8 -2.3
FLRG Fidelity U.S. Multifactor ETF 23.0 15 0 7.4 +0.3
SPXE ProShares S&P 500 Ex-Energy ETF 23.0 9 6 4.9 -2.2
ROUS Hartford Multifactor US Equity ETF 23.0 19 -4 6.7 -0.4
SCHK Schwab 1000 Index ETF 22.9 5 10 5.1 -2.1
DFAU Dimensional US Core Equity Market ETF 22.9 12 3 5.1 -2.0
VTI Vanguard Total Stock Market ETF 22.8 3 12 4.9 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 22.7 37 -22 4.0 -3.1
IWV iShares Russell 3000 ETF 22.7 20 -5 4.7 -2.4
CGUS Capital Group Core Equity ETF 22.7 33 -18 4.5 -2.7
SSPY Syntax Stratified LargeCap ETF 22.7 30 -15 6.3 -0.8
VTHR Vanguard Russell 3000 ETF 22.7 10 5 4.8 -2.3
RVRB Reverb ETF 22.7 30 -15 4.8 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 22.6 3 12 4.9 -2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 22.6 45 -30 4.6 -2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 22.6 15 0 4.7 -2.4
DFUS Dimensional U.S. Equity ETF 22.5 9 6 5.0 -2.2
FLQL Franklin LibertyQ U.S. Equity ETF 22.5 15 0 5.8 -1.3
INCE Franklin Income Equity Focus ETF 22.4 29 -14 5.6 -1.5
FUNL CornerCap Fundametrics Large-Cap ETF 22.3 50 -35 6.8 -0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 22.3 14 1 5.1 -2.1
SCHB Schwab U.S. Broad Market ETF 22.3 3 12 5.0 -2.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 22.2 15 0 6.4 -0.7
GDEF Goldman Sachs Defensive Equity ETF 22.1 55 -40 4.7 -2.4
ESGV Vanguard ESG U.S. Stock ETF 22.1 9 6 4.8 -2.3
WTV WisdomTree US Value Fund of Benef Interest 22.1 12 3 9.1 +2.0
ZECP Zacks Earnings Consistent Portfolio ETF 22.0 55 -40 4.6 -2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 22.0 30 -15 4.8 -2.3
SUSA iShares MSCI USA ESG Select ETF 21.9 25 -10 5.1 -2.1
DFUV Dimensional US Marketwide Value ETF 21.9 22 -7 7.4 +0.3
RSP Invesco S&P 500 Equal Weight ETF 21.8 20 -5 5.9 -1.3
XLG Invesco S&P 500 Top 50 ETF 21.8 20 -5 4.5 -2.6
DFAC Dimensional U.S. Core Equity 2 ETF 21.8 17 -2 5.4 -1.7
LVOL American Century Low Volatility ETF 21.8 29 -14 4.8 -2.3
SHE SPDR MSCI USA Gender Diversity ETF 21.7 20 -5 4.8 -2.3
PTL Inspire 500 ETF 21.4 9 6 5.6 -1.5
FFLC Fidelity Fundamental Large Cap Core ETF 21.3 38 -23 4.8 -2.3
BGIG Bahl & Gaynor Income Growth ETF 21.2 45 -30 4.9 -2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 21.2 25 -10 5.3 -1.8
CHGX AXS Change Finance ESG ETF 21.2 49 -34 5.2 -1.9
TPHD Timothy Plan High Dividend Stock ETF 21.0 52 -37 6.1 -1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 21.0 54 -39 6.1 -1.1
HLAL Wahed FTSE USA Shariah ETF 21.0 50 -35 4.7 -2.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 20.9 12 3 5.3 -1.8
OALC OneAscent Large Cap Core ETF 20.9 86 -71 4.4 -2.8
FMIL Fidelity New Millennium ETF 20.9 59 -44 4.8 -2.3
SPHQ Invesco S&P 500 Quality ETF 20.9 15 0 5.5 -1.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 20.8 7 8 8.8 +1.6
VLUE iShares MSCI USA Value Factor ETF 20.8 15 0 10.3 +3.1
SPLV Invesco S&P 500 Low Volatility ETF 20.8 25 -10 5.1 -2.0
GDIV Harbor Dividend Growth Leaders ETF 20.8 50 -35 5.5 -1.6
ALTL Pacer Lunt Large Cap Alternator ETF 20.8 60 -45 4.9 -2.3
BTHM BlackRock Future U.S. Themes ETF 20.7 60 -45 4.2 -3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 20.7 9 6 5.2 -1.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 20.6 10 5 4.5 -2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 20.6 9 6 5.9 -1.3
FEX First Trust Large Cap Core AlphaDEX Fund 20.6 59 -44 5.6 -1.5
QLV FlexShares US Quality Low Volatility Index Fund 20.5 22 -7 3.8 -3.4
QUAL iShares MSCI USA Quality Factor ETF 20.4 15 0 5.1 -2.0
TOK iShares MSCI Kokusai ETF 20.4 26 -11 5.1 -2.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 20.3 15 0 5.8 -1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 20.2 15 0 9.5 +2.4
FVD First Trust Value Line Dividend Index Fund 20.2 65 -50 5.9 -1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 20.2 10 5 4.4 -2.7
VEGN US Vegan Climate ETF 20.1 60 -45 4.6 -2.6
HAPI Harbor Human Capital Factor US Large Cap ETF 20.1 36 -21 4.6 -2.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 20.1 12 3 4.6 -2.6
FELV Fidelity Enhanced Large Cap Value ETF 20.0 18 -3 6.5 -0.6
CFA VictoryShares US 500 Volatility Wtd ETF 20.0 35 -20 5.7 -1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 20.0 42 -27 5.0 -2.1
SCHD Schwab US Dividend Equity ETF 19.9 6 9 9.1 +1.9
DFSU Dimensional US Sustainability Core 1 ETF 19.9 18 -3 5.5 -1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 19.9 40 -25 5.7 -1.5
KLMT Invesco MSCI Global Climate 500 ETF 19.9 10 5 5.4 -1.7
URTH iShares MSCI World ETF 19.8 24 -9 5.2 -2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 19.8 25 -10 5.2 -1.9
RDVY First Trust Rising Dividend Achievers ETF 19.8 50 -35 9.3 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 19.8 10 5 5.3 -1.8
YLDE ClearBridge Dividend Strategy ESG ETF 19.8 60 -45 5.1 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 19.7 29 -14 6.4 -0.7
SFY SoFi Select 500 ETF 19.7 0 15 4.6 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 19.6 18 -3 7.2 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 19.6 75 -60 4.7 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 19.6 29 -14 4.3 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 19.6 25 -10 5.6 -1.6
DSTL Distillate US Fundamental Stability & Value ETF 19.5 39 -24 7.3 +0.2
TTAC FCF US Quality ETF 19.5 59 -44 6.3 -0.9
DSI iShares MSCI KLD 400 Social ETF 19.4 25 -10 5.1 -2.0
USXF iShares ESG Advanced MSCI USA ETF 19.3 10 5 5.1 -2.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 19.3 50 -35 5.1 -2.0
VALQ American Century U.S. Quality Value ETF 19.2 29 -14 7.2 +0.1
QQQ Invesco QQQ Trust Series I 19.2 20 -5 4.5 -2.6
QQQM Invesco NASDAQ 100 ETF 19.2 15 0 4.6 -2.6
IPDP Dividend Performers ETF 19.1 122 -107 5.1 -2.0
VFVA Vanguard U.S. Value Factor ETF 19.1 13 2 10.2 +3.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 19.0 75 -60 4.2 -2.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 19.0 9 6 5.5 -1.6
NULV Nuveen ESG Large-Cap Value ETF 18.9 26 -11 6.7 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 18.9 9 6 5.3 -1.8
PSET Principal Quality ETF 18.7 15 0 5.2 -1.9
PWV Invesco Large Cap Value ETF 18.7 55 -40 7.9 +0.7
KOCG FIS Knights of Columbus Global Belief ETF 18.6 75 -60 5.2 -1.9
IOO iShares Global 100 ETF 18.6 41 -26 4.8 -2.3
ACWI iShares MSCI ACWI ETF 18.5 32 -17 5.3 -1.8
QQMG Invesco ESG NASDAQ 100 ETF 18.5 20 -5 4.7 -2.5
SPGP Invesco S&P 500 GARP ETF 18.4 34 -19 8.1 +0.9
SHRY First Trust Bloomberg Shareholder Yield ETF 18.3 60 -45 6.8 -0.4
FSST Fidelity Sustainable U.S. Equity ETF 18.3 59 -44 2.6 -4.6
GLOF iShares Global Equity Factor ETF 18.3 20 -5 7.0 -0.1
JOET Virtus Terranova US Quality Momentum ETF 18.2 29 -14 4.9 -2.2
SDY SPDR S&P Dividend ETF 18.2 35 -20 5.8 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 18.1 10 5 5.1 -2.0
USMV iShares MSCI USA Min Vol Factor ETF 18.1 15 0 5.6 -1.6
IMCB iShares Morningstar Mid-Cap ETF 18.1 4 11 5.9 -1.2
SIZE iShares MSCI USA Size Factor ETF 18.1 15 0 5.6 -1.5
HKND Humankind US Stock ETF 18.1 11 4 6.9 -0.2
EUSA iShares MSCI USA Equal Weighted ETF 18.1 9 6 5.7 -1.5
LEAD Siren DIVCON Leaders Dividend ETF 18.1 43 -28 4.9 -2.2
VO Vanguard Mid-Cap ETF 18.0 4 11 5.6 -1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 18.0 12 3 4.7 -2.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 17.9 35 -20 6.2 -0.9
STXG Strive 1000 Growth ETF 17.9 18 -3 4.2 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 17.9 10 5 5.1 -2.0
CCMG CCM Global Equity ETF 17.8 34 -19 7.5 +0.3
JEPI JPMorgan Equity Premium Income ETF 17.7 35 -20 5.0 -2.1
FCPI Fidelity Stocks for Inflation ETF 17.6 15 0 8.4 +1.2
CGDV Capital Group Dividend Value ETF 17.6 33 -18 5.5 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 17.5 12 3 4.6 -2.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 17.4 15 0 6.6 -0.5
IYF iShares U.S. Financials ETF 17.4 40 -25 5.8 -1.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 17.4 30 -15 7.9 +0.8
XLK Technology Select Sector SPDR Fund 17.4 9 6 5.0 -2.1
SDOG ALPS Sector Dividend Dogs ETF 17.3 36 -21 8.9 +1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 17.2 29 -14 6.9 -0.2
AUSF Global X Adaptive U.S. Factor ETF 17.1 27 -12 8.6 +1.5
IGM iShares Expanded Tech Sector ETF 17.0 41 -26 4.4 -2.7
CRTC Xtrackers US National Critical Technologies ETF 17.0 35 -20 5.1 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 16.9 20 -5 5.2 -2.0
FDWM Fidelity Women's Leadership ETF 16.9 59 -44 4.6 -2.6
FELG Fidelity Enhanced Large Cap Growth ETF 16.9 18 -3 4.6 -2.5
FTEC Fidelity MSCI Information Technology Index ETF 16.9 8 7 4.7 -2.5
IWS iShares Russell Mid-Cap Value ETF 16.7 23 -8 6.4 -0.7
XLF Financial Select Sector SPDR Fund 16.7 9 6 5.7 -1.5
DVY iShares Select Dividend ETF 16.7 38 -23 8.2 +1.1
VT Vanguard Total World Stock ETF 16.7 7 8 5.6 -1.6
HLGE Hartford Longevity Economy ETF 16.7 44 -29 6.0 -1.2
VGT Vanguard Information Technology ETF 16.6 10 5 4.6 -2.5
LYLD Cambria Large Cap Shareholder Yield ETF 16.6 59 -44 9.3 +2.1
SURE AdvisorShares Insiders Advantage ETF 16.6 90 -75 10.0 +2.8
VOOG Vanguard S&P 500 Growth ETF 16.5 10 5 4.6 -2.5
IVW iShares S&P 500 Growth ETF 16.5 18 -3 4.5 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 16.5 4 11 4.7 -2.4
DEUS Xtrackers Russell US Multifactor ETF 16.5 17 -2 6.9 -0.2
SPDV AAM S&P 500 High Dividend Value ETF 16.5 29 -14 9.9 +2.8
QDIV Global X S&P 500 Quality Dividend ETF 16.4 20 -5 7.5 +0.4
LCF Touchstone US Large Cap Focused ETF 16.4 69 -54 4.2 -3.0
VUSE Vident U.S. Equity Strategy ETF 16.4 50 -35 3.3 -3.9
IXN iShares Global Tech ETF 16.4 41 -26 4.3 -2.8
QWLD SPDR MSCI World StrategicFactors ETF 16.4 30 -15 5.7 -1.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 16.4 45 -30 5.4 -1.7
ONEQ Fidelity Nasdaq Composite Index ETF 16.4 21 -6 3.9 -3.3
SDEP SFP Core Equity Strategy 16.3 10 5 6.2 -0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 16.3 14 1 6.0 -1.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 16.3 40 -25 3.4 -3.7
USMC Principal U.S. Mega-Cap ETF 16.3 12 3 4.5 -2.6
JPEF JPMorgan Equity Focus ETF 16.1 50 -35 4.0 -3.1
IYW iShares U.S. Technology ETF 16.1 40 -25 4.4 -2.7
IUSG iShares Core S&P U.S. Growth ETF 16.1 4 11 4.7 -2.5
FBCV Fidelity Blue Chip Value ETF 16.0 59 -44 7.0 -0.1
TMFC Motley Fool 100 Index ETF 15.9 50 -35 3.7 -3.4
KRUZ Unusual Whales Subversive Republican Trading ETF 15.8 75 -60 5.6 -1.5
EMOT First Trust S&P 500 Economic Moat ETF 15.8 60 -45 6.9 -0.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 15.8 20 -5 7.6 +0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 15.7 15 0 4.7 -2.5
RFFC ALPS Active Equity Opportunity ETF 15.7 48 -33 4.1 -3.1
FNCL Fidelity MSCI Financials Index ETF 15.6 8 7 6.0 -1.1
VFH Vanguard Financials ETF 15.5 10 5 6.1 -1.1
QGRW WisdomTree U.S. Quality Growth Fund 15.5 28 -13 4.8 -2.3
VSDA VictoryShares Dividend Accelerator ETF 15.5 35 -20 6.6 -0.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 15.5 52 -37 5.7 -1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 15.3 50 -35 4.3 -2.8
DGT SPDR Global Dow ETF 15.2 50 -35 6.5 -0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 15.2 67 -52 9.0 +1.9
FDMO Fidelity Momentum Factor ETF 15.2 15 0 4.1 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 15.2 75 -60 4.0 -3.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 15.1 52 -37 5.2 -2.0
DIVL Madison Dividend Value ETF 15.1 65 -50 5.6 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 15.1 58 -43 5.1 -2.0
IETC iShares U.S. Tech Independence Focused ETF 15.0 18 -3 4.5 -2.7
DHS WisdomTree U.S. High Dividend Fund 15.0 38 -23 7.9 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 14.9 23 -8 6.3 -0.9
SPMO Invesco S&P 500 Momentum ETF 14.9 13 2 3.8 -3.4
VFQY Vanguard U.S. Quality Factor ETF 14.8 13 2 7.3 +0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.8 18 -3 5.6 -1.6
VONG Vanguard Russell 1000 Growth ETF 14.8 8 7 4.6 -2.6
IWF iShares Russell 1000 Growth ETF 14.8 19 -4 4.5 -2.7
EQRR ProShares Equities for Rising Rates ETF 14.8 35 -20 8.3 +1.2
IYJ iShares U.S. Industrials ETF 14.7 40 -25 4.6 -2.5
USMF WisdomTree U.S. Multifactor Fund 14.7 28 -13 7.4 +0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 14.6 80 -65 5.7 -1.4
JGLO JPMorgan Global Select Equity ETF 14.6 33 -18 4.4 -2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 14.5 70 -55 4.5 -2.6
IWY iShares Russell Top 200 Growth ETF 14.5 20 -5 4.6 -2.5
ITAN Sparkline Intangible Value ETF 14.5 50 -35 6.1 -1.0
NULC Nuveen ESG Large-Cap ETF 14.3 21 -6 5.4 -1.7
FXO First Trust Financials AlphaDEX Fund 14.3 62 -47 7.9 +0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 14.3 20 -5 6.9 -0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 14.2 80 -65 3.9 -3.2
XLI Industrial Select Sector SPDR Fund 14.2 9 6 4.1 -3.0
IWR iShares Russell Midcap ETF 14.2 19 -4 5.6 -1.5
HDV iShares Core High Dividend ETF 14.1 8 7 7.9 +0.7
DEW WisdomTree Global High Dividend Fund 14.1 58 -43 8.5 +1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 14.1 35 -20 5.6 -1.5
CARZ First Trust NASDAQ Global Auto Index Fund 14.0 70 -55 4.1 -3.0
DURA VanEck Durable High Dividend ETF 13.9 29 -14 6.8 -0.3
FIDU Fidelity MSCI Industrial Index ETF 13.8 8 7 4.6 -2.6
VIS Vanguard Industrials ETF 13.8 10 5 4.3 -2.9
XPND First Trust Expanded Technology ETF 13.8 65 -50 4.0 -3.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 13.7 40 -25 4.0 -3.2
FTCS First Trust Capital Strength ETF 13.6 55 -40 5.7 -1.5
PKW Invesco Buyback Achievers ETF 13.6 62 -47 6.8 -0.4
CACG ClearBridge All Cap Growth ESG ETF 13.5 54 -39 3.7 -3.4
ILCG iShares Morningstar Growth ETF 13.5 4 11 4.0 -3.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13.4 24 -9 7.4 +0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 13.3 75 -60 6.9 -0.2
BKWO BNY Mellon Women's Opportunities ETF 13.1 50 -35 3.9 -3.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 13.0 27 -12 7.0 -0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 12.9 57 -42 4.2 -3.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 12.9 35 -20 4.6 -2.6
LRGE ClearBridge Large Cap Growth ESG ETF 12.8 59 -44 3.5 -3.6
GK AdvisorShares Gerber Kawasaki ETF 12.8 75 -60 3.3 -3.8
BIBL Inspire 100 ETF 12.7 35 -20 5.0 -2.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 12.7 40 -25 5.5 -1.6
DIA SPDR Dow Jones Industrial Average ETF Trust 12.7 16 -1 5.5 -1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 12.7 15 0 4.3 -2.8
HAPY Harbor Human Capital Factor Unconstrained ETF 12.7 50 -35 4.6 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 12.6 13 2 5.0 -2.1
WLDR Affinity World Leaders Equity ETF 12.6 67 -52 8.3 +1.2
FLDZ RiverNorth Patriot ETF 12.5 75 -60 5.4 -1.7
QLTY GMO U.S. Quality ETF 12.5 50 -35 4.3 -2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 12.5 38 -23 6.3 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 12.5 4 11 4.4 -2.8
EXI iShares Global Industrials ETF 12.4 42 -27 4.5 -2.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 12.4 15 0 7.1 +0.0
FDIV MarketDesk Focused U.S. Dividend ETF 12.4 35 -20 4.8 -2.3
HOMZ Hoya Capital Housing ETF 12.4 30 -15 6.6 -0.6
JHMM John Hancock Multifactor Mid Cap ETF 12.4 42 -27 6.2 -0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 12.3 65 -50 4.8 -2.3
MBOX Freedom Day Dividend ETF 12.2 39 -24 7.3 +0.2
BUZZ VanEck Social Sentiment ETF 12.1 75 -60 0.2 -7.0
CGGR Capital Group Growth ETF 12.1 39 -24 3.3 -3.8
VFMF Vanguard U.S. Multifactor ETF 12.1 18 -3 8.6 +1.4
DEMZ Democratic Large Cap Core ETF 12.1 45 -30 4.1 -3.0
RND First Trust Bloomberg R&D Leaders ETF 12.0 60 -45 5.0 -2.2
DON WisdomTree U.S. MidCap Dividend Fund 12.0 38 -23 8.0 +0.9
XNTK SPDR NYSE Technology ETF 12.0 35 -20 4.0 -3.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 11.9 45 -30 3.3 -3.8
ICAP InfraCap Equity Income Fund ETF 11.8 171 -156 6.1 -1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 11.8 58 -43 4.3 -2.8
PEXL Pacer US Export Leaders ETF 11.8 60 -45 5.3 -1.9
CAML Congress Large Cap Growth ETF 11.8 66 -51 3.2 -3.9
VUG Vanguard Growth ETF 11.7 4 11 4.2 -2.9
MGK Vanguard Mega Cap Growth ETF 11.6 7 8 4.3 -2.8
KBWB Invesco KBW Bank ETF 11.6 35 -20 8.5 +1.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 11.6 60 -45 8.6 +1.5
EDOW First Trust Dow 30 Equal Weight ETF 11.6 50 -35 5.7 -1.5
JGRO JPMorgan Active Growth ETF 11.5 44 -29 3.5 -3.6
CGGO Capital Group Global Growth Equity ETF 11.5 47 -32 4.5 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 11.5 15 0 3.7 -3.4
SMOT VanEck Morningstar SMID Moat ETF 11.5 49 -34 6.0 -1.1
AIQ Global X Artificial Intelligence & Technology ETF 11.5 68 -53 4.0 -3.1
FTDS First Trust Dividend Strength ETF 11.5 70 -55 8.1 +0.9
IXG iShares Global Financials ETF 11.4 42 -27 6.5 -0.7
WRND IQ Global Equity R&D Leaders ETF 11.4 18 -3 7.4 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 11.4 20 -5 6.3 -0.8
BTECX Baron Technology 11.4 75 -60 2.6 -4.5
SAMT Strategas Macro Thematic Opportunities ETF 11.3 65 -50 4.6 -2.5
FDL First Trust Morningstar Dividend Leaders Index Fund 11.3 45 -30 8.8 +1.7
BIOPX Baron Opportunity Retail 11.3 75 -60 1.2 -6.0
VERS ProShares Metaverse ETF 11.3 58 -43 -16.1 -23.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 11.1 60 -45 9.3 +2.2
KNCT Invesco Next Gen Connectivity ETF 11.1 40 -25 5.6 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 11.1 59 -44 2.6 -4.5
IYG iShares US Financial Services ETF 11.1 40 -25 5.5 -1.6
FLV American Century Focused Large Cap Value ETF 11.1 42 -27 6.3 -0.8
SYLD Cambria Shareholder Yield ETF 11.0 59 -44 11.2 +4.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 10.9 49 -34 9.5 +2.4
VFLO VictoryShares Free Cash Flow ETF 10.9 39 -24 9.3 +2.2
CHAT Roundhill Generative AI & Technology ETF 10.9 75 -60 3.5 -3.6
DFNV Donoghue Forlines Innovation ETF 10.8 69 -54 4.7 -2.4
POWA Invesco Bloomberg Pricing Power ETF 10.8 40 -25 5.4 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 10.7 31 -16 6.7 -0.5
SFYF SoFi Social 50 ETF 10.6 29 -14 -2.7 -9.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 10.6 30 -15 8.2 +1.0
SMRI Bushido Capital US Equity ETF 10.6 71 -56 8.9 +1.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 10.6 25 -10 10.7 +3.5
ACSI American Customer Satisfaction ETF 10.5 65 -50 4.5 -2.6
MVPS Amplify Thematic All-Stars ETF 10.5 49 -34 2.8 -4.3
FBCG Fidelity Blue Chip Growth ETF 10.5 59 -44 2.9 -4.3
KBE SPDR S&P Bank ETF 10.3 35 -20 8.9 +1.8
METV Roundhill Ball Metaverse ETF 10.3 59 -44 3.4 -3.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 10.3 61 -46 6.2 -0.9
AIEQ AI Powered Equity ETF 10.1 75 -60 1.8 -5.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 10.1 49 -34 4.8 -2.3
FIVG Defiance Next Gen Connectivity ETF 10.1 30 -15 6.2 -0.9
SIXG Defiance Connective Technologies ETF 10.1 30 -15 6.1 -1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 10.0 79 -64 5.4 -1.7
PEY Invesco High Yield Equity Dividend Achievers ETF 10.0 52 -37 9.0 +1.9
CGDG Capital Group Dividend Growers ETF 10.0 47 -32 6.6 -0.6
LCLG Logan Capital Broad Innovative Growth ETF 9.9 99 -84 4.7 -2.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 9.9 60 -45 3.9 -3.3
MOTE VanEck Morningstar ESG Moat ETF 9.9 49 -34 5.1 -2.1
FMET Fidelity Metaverse ETF 9.8 39 -24 5.5 -1.7
GINN Goldman Sachs Innovate Equity ETF 9.8 52 -37 2.8 -4.3
DIVZ TrueShares Low Volatility Equity Income ETF 9.8 65 -50 7.3 +0.1
CVY Invesco Zacks Multi-Asset Income ETF 9.8 106 -91 11.2 +4.1
EGUS iShares ESG Aware MSCI USA Growth ETF 9.8 18 -3 4.4 -2.7
WISE Themes Generative Artificial Intelligence ETF 9.7 35 -20 2.2 -5.0
ARVR First Trust Indxx Metaverse ETF 9.5 70 -55 0.7 -6.5
SPHB Invesco S&P 500 High Beta ETF 9.5 25 -10 2.7 -4.4
COWZ Pacer US Cash Cows 100 ETF 9.5 49 -34 11.0 +3.9
IGE iShares North American Natural Resources ETF 9.5 41 -26 6.9 -0.3
GVLU Gotham 1000 Value ETF 9.4 50 -35 7.1 -0.0
SRHQ SRH U.S. Quality ETF 9.4 35 -20 7.5 +0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 9.3 65 -50 4.9 -2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.3 60 -45 4.0 -3.1
BDAIX Baron Durable Advantage 9.3 75 -60 3.8 -3.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 9.3 39 -24 8.8 +1.7
BFOR ALPS Barron's 400 ETF 9.2 65 -50 6.3 -0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.2 65 -50 8.2 +1.0
PWB Invesco Large Cap Growth ETF 9.0 56 -41 3.3 -3.8
MOAT VanEck Morningstar Wide Moat ETF 8.9 46 -31 5.7 -1.4
BLES Inspire Global Hope ETF 8.9 61 -46 6.3 -0.8
GDVD R3 Global Dividend Growth ETF 8.9 88 -73 5.4 -1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.9 60 -45 6.4 -0.7
FTGS First Trust Growth Strength ETF 8.8 60 -45 5.5 -1.6
PNQI Invesco NASDAQ Internet ETF 8.8 60 -45 2.4 -4.7
DARP Grizzle Growth ETF 8.8 75 -60 3.3 -3.8
GNR SPDR S&P Global Natural Resources ETF 8.7 40 -25 9.9 +2.7
IQM Franklin Intelligent Machines ETF 8.7 50 -35 3.3 -3.8
QVAL Alpha Architect US Quantitative Value ETF 8.7 39 -24 10.8 +3.7
SQEW LeaderShares Equity Skew ETF 8.7 81 -66 3.9 -3.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.6 65 -50 3.8 -3.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.6 60 -45 7.0 -0.2
UDI USCF Dividend Income Fund 8.5 65 -50 7.3 +0.2
WCEO Hypatia Women CEO ETF 8.5 85 -70 4.5 -2.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.5 55 -40 4.1 -3.0
FTWO Strive FAANG 2.0 ETF 8.4 49 -34 4.9 -2.2
CVAR Cultivar ETF 8.3 87 -72 6.6 -0.6
HART IQ Healthy Hearts ETF 8.3 45 -30 4.6 -2.6
FTXO First Trust Nasdaq Bank ETF 8.2 60 -45 9.0 +1.8
ACWV iShares MSCI Global Min Vol Factor ETF 8.2 20 -5 6.0 -1.1
ANEW ProShares MSCI Transformational Changes ETF 8.2 45 -30 3.6 -3.5
FENY Fidelity MSCI Energy Index ETF 8.1 8 7 7.2 +0.1
FXN First Trust Energy AlphaDEX Fund 8.1 62 -47 6.2 -0.9
RSPG Invesco S&P 500 Equal Weight Energy ETF 8.1 40 -25 8.4 +1.2
IYE iShares U.S. Energy ETF 8.1 40 -25 7.1 +0.0
XLE Energy Select Sector SPDR Fund 8.1 9 6 7.7 +0.6
VDE Vanguard Energy ETF 8.1 10 5 7.2 +0.1
DFNL Davis Select Financial ETF 8.1 63 -48 7.0 -0.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.0 75 -60 3.4 -3.7
IXC iShares Global Energy ETF 8.0 44 -29 9.4 +2.3
FXL First Trust Technology AlphaDEX Fund 7.9 61 -46 5.1 -2.0
GURU Global X Guru Index ETF 7.9 75 -60 1.8 -5.4
SXQG ETC 6 Meridian Quality Growth ETF 7.9 100 -85 3.9 -3.2
RUNN Running Oak Efficient Growth ETF 7.9 58 -43 4.8 -2.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 7.8 69 -54 8.4 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 7.8 58 -43 7.8 +0.7
AVRE Avantis Real Estate ETF 7.8 17 -2 5.6 -1.6
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 7.8 11 4 6.1 -1.0
FREL Fidelity MSCI Real Estate Index ETF 7.8 8 7 5.9 -1.2
FRI First Trust S&P REIT Index Fund 7.8 50 -35 5.7 -1.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 7.8 40 -25 5.9 -1.2
SCHH Schwab U.S. REIT ETF 7.8 7 8 6.3 -0.9
ICF iShares Cohen & Steers REIT ETF 7.8 33 -18 5.6 -1.6
IYR iShares U.S. Real Estate ETF 7.8 40 -25 5.8 -1.3
REET iShares Global REIT ETF 7.8 14 1 5.9 -1.2
USRT iShares Core U.S. REIT ETF 7.8 8 7 6.2 -0.9
XLRE Real Estate Select Sector SPDR Fund 7.8 9 6 5.7 -1.4
VNQ Vanguard Real Estate ETF 7.8 12 3 6.0 -1.1
DFAR Dimensional US Real Estate ETF 7.8 19 -4 6.1 -1.0
ERET iShares Environmentally Aware Real Estate ETF 7.8 30 -15 6.1 -1.0
MILN Global X Millennial Consumer ETF 7.8 50 -35 2.8 -4.3
DFGR Dimensional Global Real Estate ETF 7.8 22 -7 5.9 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 7.8 15 0 5.8 -1.4
NETZ TCW Transform Systems ETF 7.8 75 -60 3.6 -3.5
GVIP Goldman Sachs Hedge Industry VIP ETF 7.7 45 -30 5.0 -2.1
IAT iShares U.S. Regional Banks ETF 7.7 40 -25 9.3 +2.1
QTUM Defiance Quantum ETF 7.7 40 -25 3.9 -3.2
FTXL First Trust Nasdaq Semiconductor ETF 7.6 60 -45 6.1 -1.0
SOXQ Invesco PHLX Semiconductor ETF 7.6 19 -4 4.9 -2.2
SOXX iShares Semiconductor ETF 7.6 35 -20 5.5 -1.6
XSD SPDR S&P Semiconductor ETF 7.6 35 -20 4.7 -2.4
FTXN First Trust Nasdaq Oil & Gas ETF 7.6 60 -45 8.2 +1.1
RNMC First Trust Mid Cap US Equity Select ETF 7.5 60 -45 6.3 -0.8
FSCS First Trust SMID Capital Strength ETF 7.5 60 -45 6.4 -0.7
SMH VanEck Semiconductor ETF 7.5 35 -20 4.7 -2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 7.5 6 9 4.1 -3.0
IVRS iShares Future Metaverse Tech and Communications ETF 7.4 47 -32 -3.9 -11.0
DIVS SmartETFs Dividend Builder ETF 7.4 65 -50 4.8 -2.3
NTZG Nuveen Global Net Zero Transition ETF 7.4 56 -41 4.7 -2.4
YALL God Bless America ETF 7.4 65 -50 2.8 -4.3
KIE SPDR S&P Insurance ETF 7.4 35 -20 6.3 -0.8
HAP VanEck Natural Resources ETF 7.4 50 -35 9.8 +2.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 7.3 35 -20 10.0 +2.9
DRLL Strive U.S. Energy ETF 7.3 41 -26 8.4 +1.2
RWO SPDR Dow Jones Global Real Estate ETF 7.1 50 -35 5.7 -1.4
RWR SPDR Dow Jones REIT ETF 7.1 25 -10 5.9 -1.2
ECML Euclidean Fundamental Value ETF 7.1 95 -80 12.8 +5.6
REAI Intelligent Real Estate ETF 7.1 59 -44 6.8 -0.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7.0 40 -25 4.0 -3.1
AGQI First Trust Active Global Quality Income ETF 7.0 85 -70 5.6 -1.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.0 61 -46 2.2 -5.0
WUGI AXS Esoterica NextG Economy ETF 7.0 75 -60 2.6 -4.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 6.9 40 -25 4.7 -2.4
FDTX Fidelity Disruptive Technology ETF 6.9 50 -35 3.0 -4.2
FDCF Fidelity Disruptive Communications ETF 6.9 50 -35 2.8 -4.3
PPTY US Diversified Real Estate ETF 6.9 53 -38 5.5 -1.7
PSI Invesco Semiconductors ETF 6.9 57 -42 4.6 -2.5
TIME Clockwise Core Equity & Innovation ETF 6.8 95 -80 2.3 -4.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.8 7 8 7.8 +0.7
MVAL VanEck Morningstar Wide Moat Value ETF 6.6 49 -34 6.8 -0.3
WBIY WBI Power Factor High Dividend ETF 6.6 100 -85 10.3 +3.1
XHB SPDR S&P Homebuilders ETF 6.6 35 -20 9.4 +2.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.6 75 -60 6.0 -1.1
CZA Invesco Zacks Mid-Cap ETF 6.5 72 -57 6.2 -0.9
TMDV ProShares Russell US Dividend Growers ETF 6.5 35 -20 5.8 -1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.5 60 -45 7.7 +0.6
IAK iShares U.S. Insurance ETF 6.4 40 -25 5.9 -1.2
PRAY FIS Christian Stock Fund 6.4 69 -54 5.8 -1.4
EQUL IQ Engender Equality ETF 6.4 45 -30 5.7 -1.5
RJMG FT Raymond James Multicap Growth Equity ETF 6.4 85 -70 2.7 -4.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.4 39 -24 4.1 -3.0
VNSE Natixis Vaughan Nelson Select ETF 6.4 80 -65 3.2 -3.9
MBCC Monarch Blue Chips Core ETF 6.3 125 -110 3.4 -3.8
FILL iShares MSCI Global Energy Producers ETF 6.3 39 -24 10.3 +3.2
PXI Invesco Dorsey Wright Energy Momentum ETF 6.3 60 -45 6.4 -0.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.2 68 -53 2.3 -4.8
XT iShares Exponential Technologies ETF 6.2 46 -31 4.6 -2.5
FTXR First Trust Nasdaq Transportation ETF 6.2 60 -45 5.1 -2.1
MOTG VanEck Morningstar Global Wide Moat ETF 6.1 52 -37 5.4 -1.7
TXS Texas Capital Texas Equity Index ETF 6.1 49 -34 5.1 -2.1
IEDI iShares U.S. Consumer Focused ETF 6.0 18 -3 5.1 -2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.0 4 11 5.7 -1.4
SCHM Schwab U.S. Mid-Cap ETF 6.0 4 11 6.0 -1.1
VAMO Cambria Value & Momentum ETF 6.0 61 -46 9.2 +2.1
NXTG First Trust Indxx NextG ETF 5.9 70 -55 5.8 -1.4
VIRS Pacer BioThreat Strategy ETF 5.9 70 -55 5.9 -1.3
IVRA Invesco Real Assets ESG ETF 5.9 59 -44 5.5 -1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.8 64 -49 2.0 -5.1
GGME Invesco Next Gen Media and Gaming ETF 5.8 60 -45 3.8 -3.4
JSTC Adasina Social Justice All Cap Global ETF 5.8 89 -74 4.7 -2.4
RTH VanEck Retail ETF 5.8 35 -20 6.2 -0.9
XLY Consumer Discretionary Select Sector SPDR Fund 5.7 9 6 5.0 -2.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -70 7.3 +0.2
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -45 1.8 -5.3
WFH Direxion Work From Home ETF 5.7 45 -30 6.3 -0.8
KCE SPDR S&P Capital Markets ETF 5.6 35 -20 6.4 -0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.6 40 -25 7.3 +0.2
KBWP Invesco KBW Property & Casualty Insurance ETF 5.6 35 -20 5.8 -1.3
KONG Formidable Fortress ETF 5.5 89 -74 5.5 -1.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.5 65 -50 1.8 -5.3
NDIV Amplify Natural Resources Dividend Income ETF 5.5 59 -44 9.1 +2.0
IYK iShares U.S. Consumer Staples ETF 5.5 40 -25 6.4 -0.8
FMAT Fidelity MSCI Materials Index ETF 5.5 8 7 6.3 -0.8
MADE iShares U.S. Manufacturing ETF 5.4 40 -25 5.6 -1.5
RPG Invesco S&P 500 Pure Growth ETF 5.4 35 -20 3.4 -3.7
NANR SPDR S&P North American Natural Resources ETF 5.4 35 -20 7.5 +0.4
IYT iShares US Transportation ETF 5.4 40 -25 2.1 -5.1
XTN SPDR S&P Transportation ETF 5.4 35 -20 0.9 -6.2
SHPP Pacer Industrials and Logistics ETF 5.4 60 -45 9.7 +2.6
CBSE Clough Select Equity ETF 5.3 85 -70 -2.1 -9.2
IRET iREIT - MarketVector Quality REIT Index ETF 5.3 60 -45 5.5 -1.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.2 46 -31 9.2 +2.1
XDAT Franklin Exponential Data ETF 5.1 50 -35 2.9 -4.2
RSHO Tema American Reshoring ETF 5.1 75 -60 3.5 -3.6
GCOW Pacer Global Cash Cows Dividend ETF 5.1 60 -45 12.0 +4.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.0 8 7 4.7 -2.5
IYC iShares U.S. Consumer Discretionary ETF 5.0 40 -25 3.5 -3.6
INNO Harbor Disruptive Innovation ETF 5.0 75 -60 1.7 -5.5
VCR Vanguard Consumer Discretionary ETF 5.0 10 5 4.6 -2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.0 47 -32 5.3 -1.8
ETHO Etho Climate Leadership U.S. ETF 5.0 47 -32 3.4 -3.7
SIXL ETC 6 Meridian Low Beta Equity ETF 5.0 80 -65 4.4 -2.7
KOMP SPDR S&P Kensho New Economies Composite ETF 4.9 20 -5 1.1 -6.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.9 39 -24 3.3 -3.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.9 40 -25 7.2 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 4.9 0 15 11.3 +4.2
GBUY Goldman Sachs Future Consumer Equity ETF 4.8 75 -60 3.4 -3.7
RXI iShares Global Consumer Discretionary ETF 4.8 41 -26 5.6 -1.6
IWP iShares Russell Mid-Cap Growth ETF 4.7 23 -8 3.3 -3.8
AOTG AOT Growth and Innovation ETF 4.7 75 -60 3.3 -3.8
OGIG ALPS O'Shares Global Internet Giants ETF 4.7 48 -33 0.5 -6.6
QGRO American Century U.S. Quality Growth ETF 4.7 29 -14 4.7 -2.5
PFI Invesco Dorsey Wright Financial Momentum ETF 4.7 60 -45 6.8 -0.3
IDAT iShares Future Cloud 5G and Tech ETF 4.7 47 -32 4.4 -2.8
FXG First Trust Consumer Staples AlphaDEX Fund 4.7 63 -48 6.8 -0.3
CLNR IQ Cleaner Transport ETF 4.7 45 -30 6.7 -0.4
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -53 5.2 -1.9
BNE Blue Horizon BNE ETF 4.6 87 -72 4.7 -2.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.6 40 -25 7.4 +0.3
XLB Materials Select Sector SPDR Fund 4.6 9 6 5.6 -1.6
VAW Vanguard Materials ETF 4.6 10 5 6.2 -0.9
SUPL ProShares Supply Chain Logistics ETF 4.6 58 -43 13.8 +6.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.5 60 -45 4.6 -2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.5 60 -45 5.8 -1.3
GQRE FlexShares Global Quality Real Estate Index Fund 4.5 45 -30 5.8 -1.3
BECO BlackRock Future Climate and Sustainable Economy ETF 4.4 70 -55 11.3 +4.1
VRAI Virtus Real Asset Income ETF 4.4 55 -40 8.1 +1.0
PDP Invesco Dorsey Wright Momentum ETF 4.4 62 -47 3.7 -3.4
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 4.4 75 -60 4.3 -2.8
PAVE Global X U.S. Infrastructure Development ETF 4.4 47 -32 5.4 -1.7
VHT Vanguard Health Care ETF 4.4 10 5 5.2 -2.0
FDG American Century Focused Dynamic Growth ETF 4.4 45 -30 2.8 -4.3
GGRW Gabelli Growth Innovators ETF 4.4 90 -75 2.5 -4.6
BFTHX Baron Fifth Avenue Growth Retail 4.4 75 -60 1.9 -5.3
CLOD Themes Cloud Computing ETF 4.4 35 -20 2.8 -4.3
XLV Health Care Select Sector SPDR Fund 4.4 9 6 6.7 -0.5
FHLC Fidelity MSCI Health Care Index ETF 4.4 8 7 5.4 -1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.3 15 0 4.6 -2.5
MXI iShares Global Materials ETF 4.3 41 -26 6.6 -0.5
ITB iShares U.S. Home Construction ETF 4.3 40 -25 9.4 +2.3
VFMO Vanguard U.S. Momentum Factor ETF 4.3 13 2 2.2 -4.9
JPRE JPMorgan Realty Income ETF 4.3 50 -35 5.3 -1.9
FPRO Fidelity Real Estate Investment ETF 4.2 59 -44 4.5 -2.6
KRE SPDR S&P Regional Banking ETF 4.2 35 -20 9.0 +1.9
NBDS Neuberger Berman Disrupters ETF 4.2 55 -40 1.5 -5.7
IQRA IQ CBRE Real Assets ETF 4.2 65 -50 5.0 -2.1
SKYY First Trust Cloud Computing ETF 4.1 60 -45 3.2 -3.9
IEO iShares U.S. Oil & Gas Exploration & Production ETF 4.1 40 -25 10.0 +2.9
ROOF IQ CBRE NextGen Real Estate ETF 4.1 60 -45 7.5 +0.4
NURE Nuveen Short-Term REIT ETF 4.1 35 -20 5.3 -1.9
IXJ iShares Global Healthcare ETF 4.1 42 -27 5.8 -1.4
REZ iShares Residential and Multisector Real Estate ETF 4.1 48 -33 5.0 -2.1
IFRA iShares U.S. Infrastructure ETF 4.0 30 -15 6.1 -1.0
EIPX FT Energy Income Partners Strategy ETF 4.0 95 -80 6.9 -0.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.0 58 -43 4.5 -2.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 4.0 78 -63 9.1 +2.0
FCLD Fidelity Cloud Computing ETF 4.0 39 -24 3.4 -3.7
IGV iShares Expanded Tech-Software Sector ETF 4.0 41 -26 2.7 -4.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 4.0 40 -25 7.2 +0.1
XLP Consumer Staples Select Sector SPDR Fund 4.0 9 6 5.6 -1.5
VDC Vanguard Consumer Staples ETF 4.0 10 5 5.8 -1.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 4.0 8 7 5.8 -1.3
SNSR Global X Internet of Things ETF 3.9 68 -53 4.5 -2.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.9 61 -46 6.0 -1.1
VOT Vanguard Mid-Cap Growth ETF 3.8 7 8 3.9 -3.3
MGRO VanEck Morningstar Wide Moat Growth ETF 3.8 49 -34 4.3 -2.8
IYM iShares U.S. Basic Materials ETF 3.8 40 -25 6.4 -0.8
KXI iShares Global Consumer Staples ETF 3.8 41 -26 5.4 -1.7
ARKQ ARK Autonomous Technology & Robotics ETF 3.8 75 -60 2.2 -5.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.7 20 -5 5.5 -1.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 3.7 55 -40 3.1 -4.0
TRFM AAM Transformers ETF 3.7 49 -34 1.3 -5.8
PSR Invesco Active U.S. Real Estate Fund 3.7 35 -20 5.8 -1.3
FITE SPDR S&P Kensho Future Security ETF 3.6 45 -30 2.4 -4.7
ISHP First Trust Nasdaq Retail ETF 3.5 60 -45 3.0 -4.1
HAUS Residential REIT ETF 3.5 60 -45 4.6 -2.5
CWS AdvisorShares Focused Equity ETF 3.4 84 -69 4.5 -2.6
QQQN VictoryShares Nasdaq Next 50 ETF 3.4 18 -3 4.9 -2.3
TRFK Pacer Data and Digital Revolution ETF 3.4 60 -45 3.8 -3.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.4 60 -45 6.1 -1.0
AMZA InfraCap MLP ETF 3.3 164 -149 4.7 -2.5
SAGP Strategas Global Policy Opportunities ETF 3.3 65 -50 5.2 -1.9
OCEN IQ Clean Oceans ETF 3.3 45 -30 5.7 -1.4
EIPI FT Energy Income Partners Enhanced Income ETF 3.2 110 -95 5.6 -1.6
NVIR Horizon Kinetics Energy and Remediation ETF 3.2 85 -70 1.9 -5.2
SMMD iShares Russell 2500 ETF 3.2 15 0 5.8 -1.4
PXE Invesco Energy Exploration & Production ETF 3.2 60 -45 13.7 +6.6
LNGG Roundhill Alerian LNG ETF 3.2 65 -50 9.0 +1.9
DIVY Sound Equity Dividend Income ETF 3.1 45 -30 10.1 +3.0
KNO AXS Knowledge Leaders ETF 3.1 78 -63 4.9 -2.3
DUSA Davis Select U.S. Equity ETF 3.1 61 -46 7.4 +0.3
DSMC Distillate Small/Mid Cash Flow ETF 3.1 55 -40 11.7 +4.5
IYH iShares U.S. Healthcare ETF 3.1 40 -25 5.9 -1.3
BWEB Bitwise Web3 ETF 3.1 85 -70 1.1 -6.0
VBR Vanguard Small Cap Value ETF 3.1 7 8 7.7 +0.6
SFYX SoFi Next 500 ETF 3.0 0 15 4.9 -2.2
BLOK Amplify Transformational Data Sharing ETF 3.0 75 -60 0.2 -6.9
IBOT Vaneck Robotics ETF 2.9 47 -32 3.9 -3.2
FBOT Fidelity Disruptive Automation ETF 2.9 50 -35 3.8 -3.3
NULG Nuveen ESG Large-Cap Growth ETF 2.9 26 -11 4.2 -2.9
ROKT SPDR S&P Kensho Final Frontiers ETF 2.8 45 -30 2.7 -4.4
CRED Columbia Research Enhanced Real Estate ETF 2.8 33 -18 6.7 -0.4
IBUY Amplify Online Retail ETF 2.8 65 -50 1.5 -5.7
PPA Invesco Aerospace & Defense ETF 2.8 58 -43 3.0 -4.1
BPAY BlackRock Future Financial and Technology ETF 2.8 70 -55 8.7 +1.6
AFMC First Trust Active Factor Mid Cap ETF 2.7 65 -50 7.0 -0.1
RITA ETFB Green SRI REITs ETF 2.7 50 -35 4.6 -2.5
BYRE Principal Real Estate Active Opportunities ETF 2.7 65 -50 5.0 -2.2
PJP Invesco Pharmaceuticals ETF 2.7 57 -42 7.6 +0.4
UFO Procure Space ETF 2.7 75 -60 -1.1 -8.2
WDIV SPDR S&P Global Dividend ETF 2.7 40 -25 9.4 +2.2
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.7 75 -60 5.1 -2.0
PRNT 3D Printing ETF 2.6 66 -51 -0.2 -7.4
CLOU Global X Cloud Computing ETF 2.6 68 -53 2.1 -5.0
CIBR First Trust NASDAQ Cybersecurity ETF 2.6 60 -45 4.3 -2.9
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 2.6 60 -45 3.7 -3.5
CRAK VanEck Oil Refiners ETF 2.6 61 -46 14.2 +7.0
FXZ First Trust Materials AlphaDEX Fund 2.6 61 -46 10.5 +3.4
FPAG FPA Global Equity ETF 2.6 49 -34 5.5 -1.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.6 56 -41 1.2 -5.9
PPH VanEck Pharmaceutical ETF 2.5 36 -21 8.4 +1.2
PBJ Invesco Food & Beverage ETF 2.5 57 -42 5.2 -2.0
FIXT Procure Disaster Recovery Strategy ETF 2.5 75 -60 5.7 -1.4
FSMD Fidelity Small-Mid Multifactor ETF 2.5 15 0 7.0 -0.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.5 85 -70 4.6 -2.6
VB Vanguard Small-Cap ETF 2.4 5 10 5.1 -2.0
GERM ETFMG Treatments Testing and Advancements ETF 2.4 68 -53 -4.8 -12.0
BLLD JPMorgan Sustainable Infrastructure ETF 2.4 49 -34 5.3 -1.8
FXH First Trust Health Care AlphaDEX Fund 2.4 62 -47 6.7 -0.4
DESK VanEck Office and Commercial REIT ETF 2.4 50 -35 9.7 +2.6
RIET Hoya Capital High Dividend Yield ETF 2.4 50 -35 11.4 +4.3
FTXG First Trust Nasdaq Food & Beverage ETF 2.3 60 -45 6.2 -0.9
XSW SPDR S&P Software & Services ETF 2.3 35 -20 2.0 -5.1
TMFX Motley Fool Next Index ETF 2.2 50 -35 2.9 -4.2
HAIL SPDR S&P Kensho Smart Mobility ETF 2.2 45 -30 -2.9 -10.1
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 2.2 40 -25 6.8 -0.3
XLC Communication Services Select Sector SPDR Fund 2.2 9 6 6.0 -1.1
RDOG ALPS REIT Dividend Dogs ETF 2.2 35 -20 15.4 +8.3
WDNA WisdomTree BioRevolution Fund 2.2 45 -30 -3.5 -10.6
XHS SPDR S&P Health Care Services ETF 2.2 35 -20 5.9 -1.2
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.2 106 -91 3.4 -3.8
TOLL Tema Monopolies and Oligopolies ETF 2.2 75 -60 2.6 -4.5
SEA U.S. Global Sea to Sky Cargo ETF 2.2 60 -45 17.8 +10.7
JRE Janus Henderson U.S. Real Estate ETF 2.2 65 -50 5.4 -1.7
ARKX ARK Space Exploration & Innovation ETF 2.2 75 -60 2.3 -4.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.2 45 -30 -0.3 -7.4
IGPT Invesco AI and Next Gen Software ETF 2.2 60 -45 4.0 -3.1
EZM WisdomTree U.S. MidCap Fund 2.1 38 -23 7.6 +0.5
BUYZ Franklin Disruptive Commerce ETF 2.1 50 -35 2.0 -5.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.0 85 -70 -4.7 -11.8
FCOM Fidelity MSCI Communication Services Index ETF 2.0 8 7 4.7 -2.4
VOX Vanguard Communication Services ETF 2.0 10 5 4.6 -2.5
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 9 7.4 +0.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.9 75 -60 3.1 -4.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -33 4.9 -2.3
ARKW ARK Next Generation Internet ETF 1.9 87 -72 -0.8 -7.9
IVEG iShares Emergent Food and AgTech Multisector ETF 1.9 47 -32 7.9 +0.8
DIV Global X SuperDividend US ETF 1.8 45 -30 7.7 +0.5
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 1.8 75 -60 5.2 -1.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.8 60 -45 6.3 -0.8
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.8 40 -25 5.1 -2.1
BCDF Horizon Kinetics Blockchain Development ETF 1.8 85 -70 4.6 -2.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -50 1.2 -5.9
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.8 60 -45 2.8 -4.3
ABEQ Absolute Select Value ETF 1.8 85 -70 4.4 -2.7
XRT SPDR S&P Retail ETF 1.8 35 -20 9.6 +2.5
MISL First Trust Indxx Aerospace & Defense ETF 1.8 60 -45 3.1 -4.1
SHLD Global X Defense Tech ETF 1.8 50 -35 4.9 -2.3
ITA iShares U.S. Aerospace & Defense ETF 1.8 40 -25 2.2 -4.9
XAR SPDR S&P Aerospace & Defense ETF 1.8 35 -20 2.4 -4.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.8 68 -53 -0.1 -7.2
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -80 3.6 -3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 0 5.1 -2.0
ZIG Acquirers Fund 1.7 84 -69 14.1 +7.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.7 39 -24 -1.7 -8.8
MOTO SmartETFs Smart Transportation & Technology ETF 1.7 68 -53 7.3 +0.2
INDS Pacer Industrial Real Estate ETF 1.7 55 -40 5.0 -2.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.7 60 -45 8.1 +1.0
IHE iShares U.S. Pharmaceuticals ETF 1.7 40 -25 8.0 +0.9
XPH SPDR S&P Pharmaceuticals ETF 1.7 35 -20 5.0 -2.1
MEDX Horizon Kinetics Medical ETF 1.7 85 -70 -0.4 -7.5
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -27 6.7 -0.4
FOVL iShares Focused Value Factor ETF 1.7 25 -10 9.1 +2.0
FNK First Trust Mid Cap Value AlphaDEX Fund 1.6 70 -55 10.2 +3.1
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 -13 8.2 +1.1
CCSO Carbon Collective Climate Solutions US Equity ETF 1.6 35 -20 2.1 -5.0
DTEC ALPS Disruptive Technologies ETF 1.6 50 -35 3.1 -4.1
VBK Vanguard Small-Cap Growth ETF 1.6 7 8 1.4 -5.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -45 6.9 -0.2
CUT Invesco MSCI Global Timber ETF 1.6 61 -46 8.2 +1.1
MOO VanEck Agribusiness ETF 1.6 53 -38 9.3 +2.1
VEGI iShares MSCI Agriculture Producers ETF 1.6 39 -24 9.2 +2.1
FCG First Trust Natural Gas ETF 1.5 60 -45 13.2 +6.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 8 5.5 -1.6
SPRE SP Funds S&P Global REIT Sharia ETF 1.5 55 -40 4.3 -2.8
XHE SPDR S&P Health Care Equipment ETF 1.5 35 -20 1.4 -5.7
PAWZ ProShares Pet Care ETF 1.5 50 -35 3.4 -3.7
BUL Pacer US Cash Cows Growth ETF 1.4 60 -45 7.8 +0.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 1.4 41 -26 11.0 +3.9
ARB AltShares Merger Arbitrage ETF 1.4 77 -62 4.4 -2.7
AHOY Newday Ocean Health ETF 1.4 75 -60 5.6 -1.5
DFSV Dimensional US Small Cap Value ETF 1.4 31 -16 8.7 +1.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.4 60 -45 5.0 -2.1
CSMD Congress SMid Growth ETF 1.4 69 -54 4.1 -3.0
IHF iShares U.S. Healthcare Providers ETF 1.4 40 -25 5.9 -1.3
BEDZ AdvisorShares Hotel ETF 1.3 100 -85 2.0 -5.2
TMFG Motley Fool Global Opportunities ETF 1.3 85 -70 3.2 -3.9
IXP iShares Global Comm Services ETF 1.3 42 -27 5.1 -2.1
JIG JPMorgan International Growth ETF 1.2 55 -40 4.4 -2.7
OSEA Harbor International Compounders ETF 1.2 55 -40 3.9 -3.2
IBAT iShares Energy Storage & Materials ETF 1.2 47 -32 3.5 -3.6
HDRO Defiance Next Gen H2 ETF 1.2 30 -15 -14.5 -21.6
MDCP VictoryShares THB Mid Cap ESG ETF 1.2 55 -40 5.5 -1.6
IWTR iShares MSCI Water Management Multisector ETF 1.2 47 -32 4.9 -2.3
TTAI FCF International Quality ETF 1.1 59 -44 5.9 -1.2
IJR iShares Core S&P Small Cap ETF 1.1 6 9 7.3 +0.2
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 -3 8.2 +1.1
SLYV SPDR S&P 600 Small Cap Value ETF 1.1 15 0 8.2 +1.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 15 0 8.3 +1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 12 7.3 +0.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.1 10 5 7.3 +0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.1 31 -16 3.6 -3.5
ISCB iShares Morningstar Small-Cap ETF 1.1 4 11 4.9 -2.2
DWLD Davis Select Worldwide ETF 1.1 63 -48 7.1 -0.0
DFND Siren DIVCON Dividend Defender ETF 1.0 189 -174 6.0 -1.2
GDOC Goldman Sachs Future Health Care Equity ETF 1.0 75 -60 3.2 -3.9
MDEV First Trust Indxx Medical Devices ETF 1.0 70 -55 4.0 -3.1
IHI iShares U.S. Medical Devices ETF 1.0 40 -25 3.8 -3.4
FTAG First Trust Indxx Global Agriculture ETF 1.0 70 -55 9.0 +1.9
FTRI First Trust Indxx Global Natural Resources Income ETF 1.0 70 -55 9.6 +2.4
PKB Invesco Building & Construction ETF 1.0 62 -47 5.4 -1.8
FDFF Fidelity Disruptive Finance ETF 1.0 50 -35 4.6 -2.6
ARKF ARK Fintech Innovation ETF 1.0 75 -60 -0.5 -7.6
STCE Schwab Crypto Thematic ETF 1.0 30 -15 -1.0 -8.1
BITQ Bitwise Crypto Industry Innovators ETF 1.0 85 -70 -2.4 -9.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 -3 7.3 +0.2
MEDI Harbor Health Care ETF 0.9 80 -65 1.1 -6.0
FINX Global X FinTech ETF 0.9 68 -53 3.1 -4.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -46 -2.6 -9.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 0 7.3 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 15 0 7.3 +0.2
TOKE Cambria Cannabis ETF 0.9 42 -27 1.6 -5.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -41 13.3 +6.2
IYZ iShares U.S. Telecommunications ETF 0.9 40 -25 7.7 +0.6
KBWD Invesco KBW High Dividend Yield Financial ETF 0.9 384 -369 8.9 +1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.9 39 -24 8.3 +1.2
EVX VanEck Environmental Services ETF 0.9 55 -40 3.4 -3.8
RNEW VanEck Green Infrastructure ETF 0.9 45 -30 -1.5 -8.6
IDU iShares U.S. Utilities ETF 0.9 40 -25 5.0 -2.2
TINT ProShares Smart Materials ETF 0.9 58 -43 5.9 -1.3
CNRG SPDR S&P Kensho Clean Power ETF 0.9 45 -30 2.7 -4.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.9 60 -45 3.2 -3.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 -2 5.0 -2.1
FLGB Franklin FTSE United Kingdom ETF 0.8 9 6 7.5 +0.4
GSFP Goldman Sachs Future Planet Equity ETF 0.8 75 -60 4.2 -2.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.8 46 -31 5.0 -2.1
UMI USCF Midstream Energy Income Fund ETF 0.8 85 -70 4.4 -2.7
ENFR Alerian Energy Infrastructure ETF 0.8 35 -20 4.5 -2.7
ECLN First Trust EIP Carbon Impact ETF 0.8 96 -81 4.6 -2.5
EMLP First Trust North American Energy Infrastructure Fund 0.8 95 -80 5.0 -2.1
EINC VanEck Energy Income ETF 0.8 48 -33 4.4 -2.8
MLPX Global X MLP & Energy Infrastructure ETF 0.8 45 -30 4.4 -2.7
IGF iShares Global Infrastructure ETF 0.8 41 -26 4.5 -2.7
GII SPDR S&P Global Infrastructure ETF 0.8 40 -25 4.5 -2.6
TPYP Tortoise North American Pipeline Fund 0.8 40 -25 4.9 -2.2
USAI Pacer American Energy Independence ETF 0.8 75 -60 3.8 -3.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 -20 8.1 +1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 -24 10.4 +3.3
BMED Future Health ETF 0.8 85 -70 -0.3 -7.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.8 60 -45 -2.3 -9.5
BFIIX Baron FinTech 0.8 75 -60 3.6 -3.6
SLX VanEck Steel ETF 0.8 56 -41 21.0 +13.9
PICK iShares MSCI Global Metals & Mining Producers ETF 0.8 39 -24 12.8 +5.7
XME SPDR S&P Metals & Mining ETF 0.8 35 -20 8.6 +1.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.8 45 -30 -7.2 -14.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -55 2.8 -4.3
AGNG Global X Aging Population ETF 0.8 50 -35 3.8 -3.3
CNCR Range Cancer Therapeutics ETF 0.8 79 -64 0.0 -7.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 0.7 60 -45 4.4 -2.7
DTCR Global X Data Center & Digital Infrastructure ETF 0.7 50 -35 4.2 -2.9
FIW First Trust Water ETF 0.7 53 -38 4.4 -2.8
AQWA Global X Clean Water ETF 0.7 50 -35 4.1 -3.0
PHO Invesco Water Resources ETF 0.7 60 -45 4.1 -3.0
PIO Invesco Global Water ETF 0.7 75 -60 5.1 -2.1
EBLU Ecofin Global Water ESG Fund 0.7 40 -25 3.9 -3.2
FDHT Fidelity Digital Health ETF 0.7 39 -24 -2.2 -9.3
XITK SPDR FactSet Innovative Technology ETF 0.7 45 -30 2.6 -4.5
LUXX Roundhill S&P Global Luxury ETF 0.7 45 -30 3.1 -4.1
MJ ETFMG Alternative Harvest 0.7 75 -60 -33.1 -40.2
EDOC Global X Telemedicine & Digital Health ETF Registered 0.7 68 -53 -4.0 -11.1
PEJ Invesco Leisure and Entertainment ETF 0.7 58 -43 0.3 -6.8
VICE AdvisorShares Vice ETF 0.7 99 -84 5.3 -1.8
BJK VanEck Gaming ETF 0.7 65 -50 1.8 -5.3
NETL NETLease Corporate Real Estate ETF 0.7 60 -45 7.8 +0.7
JRNY ALPS Global Travel Beneficiaries ETF 0.7 65 -50 -1.3 -8.4
BLDG Cambria Global Real Estate ETF 0.7 60 -45 8.6 +1.4
CRUZ Defiance Hotel Airline and Cruise ETF 0.7 45 -30 -5.0 -12.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.7 35 -20 15.3 +8.2
PINK Simplify Health Care ETF 0.6 50 -35 2.9 -4.3
PSCF Invesco S&P SmallCap Financials ETF 0.6 29 -14 8.7 +1.6
BFGFX Baron Focused Growth Retail 0.6 75 -60 3.3 -3.9
SDG iShares MSCI Global Sustainable Development Goals ETF 0.6 49 -34 5.2 -1.9
TMFM Motley Fool Mid-Cap Growth ETF 0.6 85 -70 3.3 -3.8
CGV Conductor Global Equity Value ETF 0.6 130 -115 10.8 +3.7
DFAS Dimensional U.S. Small Cap ETF 0.6 26 -11 5.7 -1.5
HELX Franklin Genomic Advancements ETF 0.6 50 -35 0.3 -6.9
NUSC Nuveen ESG Small-Cap ETF 0.6 31 -16 5.1 -2.0
EATZ AdvisorShares Restaurant ETF 0.6 101 -86 3.4 -3.7
IBLC iShares Blockchain and Tech ETF 0.6 47 -32 -1.0 -8.1
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 -34 5.1 -2.0
VIDI Vident International Equity Strategy ETF 0.5 61 -46 10.3 +3.1
KROP Global X AgTech & Food Innovation ETF 0.5 50 -35 4.6 -2.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 0 6.8 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 3 6.5 -0.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.5 60 -45 5.7 -1.4
PSCI Invesco S&P SmallCap Industrials ETF 0.5 29 -14 5.5 -1.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.5 30 -15 10.5 +3.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 -10 6.8 -0.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 -20 9.5 +2.4
IJH iShares Core S&P Mid-Cap ETF 0.5 5 10 6.5 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 -8 6.3 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 10 5 6.5 -0.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 12 6.5 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 -24 8.4 +1.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 -5 -8.8 -15.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 0 6.9 -0.3
VXF Vanguard Extended Market ETF 0.4 6 9 3.9 -3.2
MRAD SmartETFs Advertising & Marketing Technology ETF 0.4 68 -53 5.8 -1.4
ONLN ProShares Online Retail ETF 0.4 58 -43 3.4 -3.7
ARKK ARK Innovation ETF 0.4 75 -60 -3.5 -10.7
FDN First Trust Dow Jones Internet Index Fund 0.4 52 -37 2.7 -4.5
FDND FT Vest Dow Jones Internet & Target Income ETF 0.4 75 -60 2.4 -4.7
EBIZ Global X E-Commerce ETF 0.4 50 -35 2.2 -5.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.4 69 -54 -0.2 -7.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 -10 7.4 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 -9 7.1 +0.0
APIE ActivePassive International Equity ETF 0.3 45 -30 8.0 +0.9
SMDY Syntax Stratified MidCap ETF 0.3 35 -20 5.7 -1.4
STXK Strive Small-Cap ETF 0.3 18 -3 4.8 -2.4
TEQI T. Rowe Price Equity Income ETF 0.2 54 -39 3.9 -3.3
ISMD Inspire Small/Mid Cap ETF 0.2 54 -39 5.3 -1.8
SSLY Syntax Stratified SmallCap ETF 0.2 40 -25 7.1 +0.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 -9 8.3 +1.2
FLEE Franklin FTSE Europe ETF 0.2 9 6 6.7 -0.4
TGRW T. Rowe Price Growth Stock ETF 0.2 52 -37 3.8 -3.3
FPX First Trust US Equity Opportunities ETF 0.2 61 -46 2.0 -5.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 9 2.4 -4.8
AVIV Avantis International Large Cap Value ETF 0.2 25 -10 8.8 +1.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.2 9 6 7.6 +0.5
TDVG T. Rowe Price Dividend Growth ETF 0.2 50 -35 4.6 -2.5
CIL VictoryShares International Volatility Wtd ETF 0.2 45 -30 6.7 -0.4
CIZ VictoryShares Developed Enhanced Volatility Wtd ETF 0.2 51 -36 6.7 -0.5
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 -10 9.2 +2.0
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -42 3.4 -3.7
IQIN IQ 500 International ETF 0.1 25 -10 8.8 +1.6
AVDE Avantis International Equity ETF 0.1 23 -8 7.8 +0.6
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 -5 6.8 -0.4
BKIE BNY Mellon International Equity ETF 0.1 4 11 6.8 -0.3
IQDE FlexShares International Quality Dividend Defensive Index ET 0.1 47 -32 13.9 +6.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -24 7.3 +0.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 -10 9.3 +2.2

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Principal Value ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 17.7 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 15 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.64 CATEGORY
AVERAGE
1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.