Invesco Dorsey Wright Basic Materials Momentum ETF
ALTAR
Score™		 6.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 21.1x P/Sales
ratio		 1.9x
P/BV
ratio		 2.6x Div.
yield		 1.3%


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

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Oct 12, 2006
Assets (mns) $55
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $24,283
Large cap (>$10bn) 49.1%
Mid cap ($2-10bn) 38.1%
Small cap (<$2bn) 12.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MP MATERIALS CORP CLASS A 6.9 %
COEUR D'ALENE MINES CORP 5.6 %
URANIUM ENERGY CORP 3.9 %
NEWMONT MINING CORP 3.8 %
CARPENTER TECHNOLOGY 3.8 %
ROYAL GOLD INC 3.6 %
AVERY DENNISON CORP 3.5 %
LINDE PLC 3.4 %
HECLA MINING CO 3.2 %
RELIANCE STEEL & ALUMINUM 3.0 %
Total 40.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.2 %
BRITAIN 3.4 %









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.
19.6% 13.9% 13.6% 9.0% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 1.37 69%
MSCI EAFE 1.08 49%
MSCI Emg. Mkts. 0.77 27%

Technical Indicators
Recent close $105.31
30d moving avg. $101.62
Annualized volatility 25.1%
Short interest (ETF) 0.4%
Short interest (Underlying) 4.5%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.2%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $4,297

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 711 potential alternatives to the Invesco Dorsey Wright Basic Materials Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with PYZ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PYZ Expense: 60 bp ALTAR Score™: 6.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PYZ
Ticker Fund
Name		 Overlap1
vs PYZ
(%)		 Expense
ratio
(bp)		 Savings
vs PYZ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PYZ
(%)
XME SPDR S&P Metals & Mining ETF 41.2 35 25 6.8 +0.7
FXZ First Trust Materials AlphaDEX Fund 35.4 61 -1 9.8 +3.8
FMAT Fidelity MSCI Materials Index ETF 34.8 8 52 6.1 +0.1
IYM iShares U.S. Basic Materials ETF 34.6 40 20 6.1 +0.0
VAW Vanguard Materials ETF 33.3 9 51 6.1 +0.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 28.5 40 20 7.8 +1.8
XLB Materials Select Sector SPDR Fund 25.9 8 52 6.4 +0.4
PSCM Invesco S&P SmallCap Materials ETF 23.5 29 31 12.6 +6.6
MXI iShares Global Materials ETF 18.5 41 19 7.5 +1.5
NANR SPDR S&P North American Natural Resources ETF 18.2 35 25 7.7 +1.6
SLX VanEck Steel ETF 14.0 56 4 14.7 +8.7
AGMI Themes Silver Miners ETF 12.6 35 25 4.8 -1.3
SETM Sprott Energy Transition Materials ETF 12.6 65 -5 2.6 -3.4
FTRI First Trust Indxx Global Natural Resources Income ETF 12.2 70 -10 7.5 +1.4
GNR SPDR S&P Global Natural Resources ETF 12.2 40 20 10.8 +4.8
FTWO Strive FAANG 2.0 ETF 11.3 49 11 4.2 -1.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 10.9 46 14 9.7 +3.7
SILJ ETFMG Prime Junior Silver Miners ETF 10.1 69 -9 2.1 -3.9
HAP VanEck Natural Resources ETF 9.8 50 10 9.3 +3.2
SLVP iShares MSCI Global Silver Miners ETF 9.2 39 21 5.9 -0.2
FTAG First Trust Indxx Global Agriculture ETF 9.0 70 -10 8.4 +2.3
GOEX Global X Gold Explorers ETF 8.8 65 -5 2.8 -3.2
SIL Global X Silver Miners ETF 8.8 65 -5 2.7 -3.4
VEGI iShares MSCI Agriculture Producers ETF 8.7 39 21 8.8 +2.7
MOO VanEck Agribusiness ETF 8.4 53 7 10.5 +4.4
CUT Invesco MSCI Global Timber ETF 8.3 61 -1 10.4 +4.4
GDX VanEck Gold Miners ETF 8.2 51 9 3.2 -2.9
LYLD Cambria Large Cap Shareholder Yield ETF 8.1 59 1 9.5 +3.5
IGE iShares North American Natural Resources ETF 8.0 41 19 7.4 +1.4
IVRA Invesco Real Assets ESG ETF 7.8 59 1 6.3 +0.3
SGDM Sprott Gold Miners ETF 7.7 50 10 3.1 -2.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.7 60 0 9.2 +3.1
TINT ProShares Smart Materials ETF 7.6 58 2 7.1 +1.0
PICK iShares MSCI Global Metals & Mining Producers ETF 7.3 39 21 12.2 +6.1
REMX VanEck Rare Earth/Strategic Metals ETF 6.9 54 6 3.9 -2.1
AVIE Avantis  Inflation Focused Equity ETF 6.8 25 35 7.3 +1.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 6.8 85 -25 8.8 +2.7
ECML Euclidean Fundamental Value ETF 6.7 95 -35 11.2 +5.1
DMAT Global X Disruptive Materials ETF 6.6 59 1 7.3 +1.3
RING iShares MSCI Global Gold Miners ETF 6.4 39 21 4.1 -1.9
HKND Humankind US Stock ETF 6.4 11 49 7.1 +1.0
RSHO Tema American Reshoring ETF 6.2 75 -15 4.5 -1.6
PEXL Pacer US Export Leaders ETF 6.2 60 0 4.5 -1.5
IFRA iShares U.S. Infrastructure ETF 6.1 30 30 6.6 +0.5
FMKT The Free Markets ETF 6.1 76 -16 1.5 -4.5
GDXJ VanEck Junior Gold Miners ETF 6.1 52 8 4.1 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.0 24 36 8.1 +2.1
XMHQ Invesco S&P MidCap Quality ETF 6.0 25 35 6.5 +0.5
RJMG FT Raymond James Multicap Growth Equity ETF 6.0 85 -25 2.0 -4.1
QVAL Alpha Architect US Quantitative Value ETF 5.9 39 21 9.6 +3.6
PAVE Global X U.S. Infrastructure Development ETF 5.8 47 13 5.3 -0.8
FTDS First Trust Dividend Strength ETF 5.7 70 -10 7.7 +1.6
ICOP iShares Copper and Metals Mining ETF 5.7 47 13 8.0 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 5.6 65 -5 2.7 -3.3
TPHD Timothy Plan High Dividend Stock ETF 5.6 52 8 7.1 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.6 54 6 7.1 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.6 18 42 7.7 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 5.5 20 40 6.8 +0.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 5.4 58 2 -2.2 -8.3
ANEW ProShares MSCI Transformational Changes ETF 5.3 45 15 6.1 +0.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.2 35 25 5.3 -0.7
MDCP VictoryShares THB Mid Cap ESG ETF 5.1 55 5 5.6 -0.4
YLDE ClearBridge Dividend Strategy ESG ETF 5.1 60 0 5.7 -0.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 5.1 72 -12 -0.9 -7.0
FSCS First Trust SMID Capital Strength ETF 5.1 60 0 7.1 +1.1
CVAR Cultivar ETF 5.0 87 -27 6.8 +0.8
CGDV Capital Group Dividend Value ETF 5.0 33 27 4.5 -1.5
VCLN Virtus Duff & Phelps Clean Energy ETF 4.9 59 1 4.7 -1.3
BIBL Inspire 100 ETF 4.8 35 25 5.1 -1.0
KROP Global X AgTech & Food Innovation ETF 4.7 50 10 1.9 -4.1
SYLD Cambria Shareholder Yield ETF 4.7 59 1 11.7 +5.6
IMCV iShares Morningstar Mid-Cap Value ETF 4.6 6 54 8.1 +2.1
DFLV Dimensional US Large Cap Value ETF 4.5 22 38 7.8 +1.7
NIXT Research Affiliates Deletions ETF 4.5 9 51 8.6 +2.6
ONEY SPDR Russell 1000 Yield Focus ETF 4.5 20 40 9.5 +3.5
QDIV Global X S&P 500 Quality Dividend ETF 4.5 20 40 8.8 +2.7
HWAY Themes US Infrastructure ETF 4.5 29 31 6.2 +0.1
SURE AdvisorShares Insiders Advantage ETF 4.5 90 -30 9.5 +3.5
SDOG ALPS Sector Dividend Dogs ETF 4.5 36 24 9.4 +3.4
SYNB Putnam BioRevolution ETF 4.5 70 -10 2.9 -3.1
ABEQ Absolute Select Value ETF 4.3 85 -25 4.7 -1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 25 6.2 +0.1
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 25 7.1 +1.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.3 60 0 6.1 +0.0
IBAT iShares Energy Storage & Materials ETF 4.3 47 13 3.5 -2.5
IJS iShares S&P Small-Cap 600 Value ETF 4.2 18 42 9.7 +3.7
DFUV Dimensional US Marketwide Value ETF 4.2 22 38 7.5 +1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.2 29 31 8.2 +2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.2 25 35 11.0 +4.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.2 40 20 7.2 +1.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 45 6.7 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 4.1 38 22 8.9 +2.8
SMAP Amplify Small-Mid Cap Equity ETF 4.0 60 0 5.6 -0.5
EVX VanEck Environmental Services ETF 4.0 55 5 2.3 -3.8
FCPI Fidelity Stocks for Inflation ETF 4.0 15 45 7.5 +1.4
FTCS First Trust Capital Strength ETF 4.0 55 5 5.9 -0.1
WTV WisdomTree US Value Fund of Benef Interest 4.0 12 48 8.9 +2.9
VOE Vanguard Mid-Cap Value ETF 4.0 7 53 7.6 +1.6
GMET VanEck Green Metals ETF 4.0 63 -3 8.4 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 4.0 59 1 8.9 +2.9
FIW First Trust Water ETF 4.0 53 7 4.7 -1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.9 10 50 9.7 +3.7
MAGA Point Bridge America First ETF 3.9 72 -12 5.8 -0.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.9 31 29 6.9 +0.9
SLYV SPDR S&P 600 Small Cap Value ETF 3.9 15 45 9.7 +3.7
ISMD Inspire Small/Mid Cap ETF 3.9 54 6 5.5 -0.5
SPDV AAM S&P 500 High Dividend Value ETF 3.9 29 31 10.5 +4.4
URA Global X Uranium ETF 3.9 69 -9 1.6 -4.5
URNJ Sprott Junior Uranium Miners ETF 3.9 80 -20 -2.5 -8.5
NLR VanEck Uranium+Nuclear Energy ETF 3.9 61 -1 1.7 -4.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.9 40 20 5.4 -0.7
AVMV Avantis U.S. Mid Cap Value ETF 3.9 20 40 8.7 +2.7
TIME Clockwise Core Equity & Innovation ETF 3.8 95 -35 2.8 -3.2
LVOL American Century Low Volatility ETF 3.8 29 31 4.9 -1.1
RNMC First Trust Mid Cap US Equity Select ETF 3.8 60 0 6.6 +0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.8 7 53 6.0 -0.1
ZIG Acquirers Fund 3.7 84 -24 18.1 +12.1
PTL Inspire 500 ETF 3.7 9 51 5.1 -0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.7 35 25 7.2 +1.1
DIVL Madison Dividend Value ETF 3.6 65 -5 5.9 -0.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.5 65 -5 5.0 -1.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.5 38 22 9.8 +3.8
IJK iShares S&P Mid-Cap 400 Growth ETF 3.5 17 43 5.9 -0.2
CCSO Carbon Collective Climate Solutions US Equity ETF 3.5 35 25 1.0 -5.0
VBR Vanguard Small Cap Value ETF 3.5 7 53 9.1 +3.1
ABLD Abacus FCF Real Assets Leaders ETF 3.5 69 -9 6.7 +0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 3.5 4 56 5.9 -0.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 31 6.3 +0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 3.5 12 48 7.1 +1.0
SDY SPDR S&P Dividend ETF 3.5 35 25 6.7 +0.6
XJR iShares ESG Screened S&P Small-Cap ETF 3.5 12 48 7.4 +1.3
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 3.5 59 1 4.3 -1.8
STXK Strive Small-Cap ETF 3.5 18 42 5.9 -0.2
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 56 6.6 +0.5
IJR iShares Core S&P Small Cap ETF 3.4 6 54 7.6 +1.6
RNSC Furst Trust Small Cap US Equity Select ETF 3.4 60 0 6.0 -0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.4 10 50 6.0 -0.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 40 6.5 +0.4
CSMD Congress SMid Growth ETF 3.4 69 -9 3.9 -2.2
OSEA Harbor International Compounders ETF 3.4 55 5 4.9 -1.2
BEEZ Honeytree U.S. Equity ETF 3.4 64 -4 3.8 -2.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.4 65 -5 4.8 -1.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.4 12 48 5.8 -0.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.4 15 45 5.9 -0.2
FEOE First Eagle Overseas Equity ETF 3.3 79 -19 7.8 +1.7
ZSB USCF Sustainable Battery Metals Strategy Fund 3.3 61 -1 7.9 +1.8
VFLO VictoryShares Free Cash Flow ETF 3.3 39 21 10.4 +4.4
XMMO Invesco S&P MidCap Momentum ETF 3.3 34 26 5.5 -0.5
WCEO Hypatia Women CEO ETF 3.3 85 -25 3.8 -2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.3 15 45 7.2 +1.2
LIVR Intelligent Livermore ETF 3.3 69 -9 5.2 -0.8
GSFP Goldman Sachs Future Planet Equity ETF 3.3 75 -15 4.8 -1.2
BATT Amplify Lithium & Battery Technology ETF 3.3 59 1 3.3 -2.7
VIOO Vanguard S&P Small-Cap 600 ETF 3.3 7 53 7.6 +1.6
MDY SPDR S&P Midcap 400 ETF Trust 3.3 24 36 7.1 +1.1
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 56 6.1 +0.1
FEGE First Eagle Global Equity ETF 3.3 79 -19 6.8 +0.7
IJH iShares Core S&P Mid-Cap ETF 3.3 5 55 7.3 +1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 3.3 60 0 8.1 +2.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.3 75 -15 7.3 +1.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.2 3 57 7.6 +1.6
SAGP Strategas Global Policy Opportunities ETF 3.2 65 -5 5.4 -0.7
PBW Invesco WilderHill Clean Energy ETF 3.2 66 -6 -3.6 -9.6
TPSC Timothy Plan US Small Cap Core ETF 3.2 52 8 6.8 +0.8
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 71 -11 0.4 -5.6
FESM Fidelity Enhanced Small Cap ETF 3.2 28 32 7.2 +1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.2 52 8 5.6 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.2 58 2 5.5 -0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 3.1 7 53 7.4 +1.4
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 25 6.5 +0.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.1 3 57 7.3 +1.3
VFQY Vanguard U.S. Quality Factor ETF 3.1 13 47 6.4 +0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 51 6.1 +0.1
DSTL Distillate US Fundamental Stability & Value ETF 3.1 39 21 8.3 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 3.1 20 40 7.0 +0.9
VFVA Vanguard U.S. Value Factor ETF 3.1 13 47 10.9 +4.8
HAPY Harbor Human Capital Factor Unconstrained ETF 3.1 50 10 5.6 -0.4
NUDV Nuveen ESG Dividend ETF 3.1 26 34 7.7 +1.6
NUSC Nuveen ESG Small-Cap ETF 3.1 31 29 5.3 -0.7
JHSC John Hancock Multifactor Small Cap ETF 3.1 42 18 6.6 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 3.0 29 31 7.0 +1.0
ISCG iShares Morningstar Small-Cap Growth ETF 3.0 6 54 2.9 -3.2
DFAS Dimensional U.S. Small Cap ETF 3.0 26 34 6.4 +0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 56 6.1 +0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.0 35 25 7.7 +1.7
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 35 5.4 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 35 5.5 -0.6
COWZ Pacer US Cash Cows 100 ETF 3.0 49 11 9.5 +3.5
STXM Strive Mid-Cap ETF 3.0 18 42 6.1 +0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 3.0 67 -7 9.9 +3.8
GRPM Invesco S&P MidCap 400 GARP ETF 3.0 35 25 7.5 +1.5
KONG Formidable Fortress ETF 3.0 89 -29 6.0 0.0
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -5 8.3 +2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.0 79 -19 4.4 -1.6
IJJ iShares S&P Mid-Cap 400 Value ETF 3.0 18 42 8.7 +2.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.9 20 40 6.3 +0.3
HELX Franklin Genomic Advancements ETF 2.9 50 10 -0.2 -6.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.9 75 -15 5.3 -0.7
FTXG First Trust Nasdaq Food & Beverage ETF 2.9 60 0 7.5 +1.5
PBJ Invesco Food & Beverage ETF 2.9 57 3 7.1 +1.1
SPVM Invesco S&P 500 Value with Momentum ETF 2.9 39 21 7.6 +1.5
MVAL VanEck Morningstar Wide Moat Value ETF 2.9 49 11 6.6 +0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.9 15 45 7.8 +1.8
WOOD iShares Global Timber & Forestry ETF 2.9 42 18 12.1 +6.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.9 15 45 7.6 +1.6
VB Vanguard Small-Cap ETF 2.9 5 55 6.1 +0.1
RWK Invesco S&P MidCap 400 Revenue ETF 2.9 39 21 9.3 +3.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.9 10 50 8.9 +2.8
XAR SPDR S&P Aerospace & Defense ETF 2.8 35 25 2.0 -4.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -10 10.9 +4.9
MDYV SPDR S&P 400 Mid Cap Value ETF 2.8 15 45 8.7 +2.7
DVY iShares Select Dividend ETF 2.8 38 22 9.2 +3.1
BDIV AAM Brentview Dividend Growth ETF 2.8 49 11 4.5 -1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.8 15 45 7.9 +1.9
ALIL Argent Focused Small Cap ETF 2.8 74 -14 7.1 +1.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.8 35 25 10.0 +3.9
MOAT VanEck Morningstar Wide Moat ETF 2.8 46 14 5.8 -0.3
AVMC Avantis U.S. Mid Cap Equity ETF 2.8 18 42 6.9 +0.9
CCNR ALPS CoreCommodity Natural Resources ETF 2.8 39 21 10.6 +4.6
AVUV Avantis U.S. Small Cap Value ETF 2.8 25 35 9.7 +3.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.8 39 21 9.6 +3.5
PHO Invesco Water Resources ETF 2.7 60 0 4.5 -1.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.7 12 48 6.5 +0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 11 4.6 -1.4
INCE Franklin Income Equity Focus ETF 2.7 29 31 5.6 -0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.7 15 45 5.8 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 42 5.5 -0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 2.7 12 48 8.0 +1.9
IWS iShares Russell Mid-Cap Value ETF 2.7 23 37 6.8 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 43 5.7 -0.4
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 11 6.1 +0.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.6 80 -20 7.9 +1.8
VTWG Vanguard Russell 2000 Growth ETF 2.6 10 50 1.4 -4.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 50 5.6 -0.4
ISCB iShares Morningstar Small-Cap ETF 2.6 4 56 6.2 +0.1
IWO iShares Russell 2000 Growth ETF 2.6 24 36 1.3 -4.7
CGW Invesco S&P Global Water Index ETF 2.6 57 3 4.7 -1.4
FTGS First Trust Growth Strength ETF 2.6 60 0 5.0 -1.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.6 70 -10 4.8 -1.2
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 35 8.2 +2.2
SLYG SPDR S&P 600 Small Cap Growth ETF 2.6 15 45 5.5 -0.5
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 17 4.2 -1.8
RFV Invesco S&P Midcap 400 Pure Value ETF 2.6 35 25 12.8 +6.8
IWD iShares Russell 1000 Value ETF 2.6 19 41 6.4 +0.4
VONV Vanguard Russell 1000 Value ETF 2.6 7 53 6.5 +0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.6 20 40 7.7 +1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.6 39 21 5.3 -0.8
BFOR ALPS Barron's 400 ETF 2.6 65 -5 6.0 -0.1
SCHA Schwab U.S. Small-Cap ETF 2.6 4 56 5.9 -0.2
RPV Invesco S&P 500 Pure Value ETF 2.6 35 25 10.4 +4.3
IWX iShares Russell Top 200 Value ETF 2.5 20 40 6.2 +0.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.5 59 1 6.2 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 36 7.7 +1.6
JGLO JPMorgan Global Select Equity ETF 2.5 33 27 5.0 -1.1
DVND Touchstone Dividend Select ETF 2.5 67 -7 5.6 -0.5
CBSE Clough Select Equity ETF 2.5 85 -25 0.8 -5.2
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -16 5.1 -1.0
IUSV iShares Core S&P US Value ETF 2.5 4 56 6.5 +0.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.5 59 1 5.8 -0.2
AUSF Global X Adaptive U.S. Factor ETF 2.5 27 33 8.8 +2.8
DSMC Distillate Small/Mid Cash Flow ETF 2.5 55 5 11.8 +5.8
VAMO Cambria Value & Momentum ETF 2.5 61 -1 5.8 -0.3
VOOV Vanguard S&P 500 Value ETF 2.5 7 53 6.3 +0.2
IVE iShares S&P 500 Value ETF 2.5 18 42 6.2 +0.2
NULV Nuveen ESG Large-Cap Value ETF 2.5 26 34 6.4 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 2.5 4 56 6.3 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 2.5 60 0 7.3 +1.2
VTV Vanguard Value ETF 2.4 4 56 6.8 +0.8
NULC Nuveen ESG Large-Cap ETF 2.4 21 39 4.7 -1.4
DEUS Xtrackers Russell US Multifactor ETF 2.4 17 43 7.1 +1.0
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -15 7.5 +1.5
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 51 6.1 +0.1
SIZE iShares MSCI USA Size Factor ETF 2.4 15 45 6.1 +0.1
CZA Invesco Zacks Mid-Cap ETF 2.4 72 -12 6.6 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 18 6.4 +0.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.4 35 25 5.9 -0.1
GVLU Gotham 1000 Value ETF 2.4 50 10 8.9 +2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 20 5.9 -0.2
PRAY FIS Christian Stock Fund 2.4 69 -9 5.1 -0.9
PDP Invesco Dorsey Wright Momentum ETF 2.4 62 -2 3.8 -2.2
XSHQ Invesco S&P SmallCap Quality ETF 2.4 29 31 7.2 +1.2
IYK iShares U.S. Consumer Staples ETF 2.3 40 20 6.5 +0.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.3 60 0 2.0 -4.0
RSP Invesco S&P 500 Equal Weight ETF 2.3 20 40 6.6 +0.6
MGRO VanEck Morningstar Wide Moat Growth ETF 2.3 49 11 4.6 -1.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.3 25 35 7.6 +1.6
MGMT Ballast Small/Mid Cap ETF 2.3 110 -50 8.3 +2.2
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.3 55 5 5.8 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -10 2.8 -3.2
ISCV iShares Morningstar Small Cap Value ETF 2.3 6 54 9.3 +3.2
SGLC SGI U.S. Large Cap Core ETF 2.3 85 -25 3.9 -2.1
PKW Invesco Buyback Achievers ETF 2.3 62 -2 7.2 +1.1
VO Vanguard Mid-Cap ETF 2.3 4 56 5.7 -0.3
DES WisdomTree U.S. SmallCap Dividend Fund 2.3 38 22 9.3 +3.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.3 43 17 6.1 +0.1
CHGX AXS Change Finance ESG ETF 2.3 49 11 4.8 -1.2
PRXV Praxis Impact Large Cap Value ETF 2.3 36 24 6.5 +0.5
AFLG First Trust Active Factor Large Cap ETF 2.2 55 5 6.3 +0.2
CGUS Capital Group Core Equity ETF 2.2 33 27 4.3 -1.8
DXUV Dimensional US Vector Equity ETF 2.2 28 32 6.2 +0.1
PSC Principal U.S. Small-Cap ETF 2.2 38 22 6.8 +0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 42 5.9 -0.1
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -1 5.9 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 2.2 15 45 7.0 +1.0
WDNA WisdomTree BioRevolution Fund 2.2 45 15 -1.4 -7.4
VXF Vanguard Extended Market ETF 2.2 5 55 4.6 -1.4
STXV Strive 1000 Value ETF 2.2 18 42 8.0 +2.0
AVLV Avantis U.S. Large Cap Value ETF 2.2 15 45 7.8 +1.7
FVD First Trust Value Line Dividend Index Fund 2.2 65 -5 6.3 +0.3
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 1 4.3 -1.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.2 35 25 9.1 +3.1
FELV Fidelity Enhanced Large Cap Value ETF 2.1 18 42 6.7 +0.7
RFFC ALPS Active Equity Opportunity ETF 2.1 48 12 4.4 -1.7
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 35 5.6 -0.5
VIG Vanguard Dividend Appreciation ETF 2.1 5 55 5.5 -0.5
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 10 7.2 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.1 9 51 4.8 -1.2
AVUS Avantis U.S. Equity ETF 2.1 15 45 5.7 -0.4
IWR iShares Russell Midcap ETF 2.1 19 41 5.8 -0.3
QLV FlexShares US Quality Low Volatility Index Fund 2.1 22 38 5.6 -0.5
PKB Invesco Building & Construction ETF 2.1 62 -2 4.4 -1.6
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 12 4.4 -1.7
USRD Themes US R&D Champions ETF 2.0 29 31 4.5 -1.5
BLES Inspire Global Hope ETF 2.0 61 -1 6.7 +0.7
DRIV Global X Autonomous & Electric Vehicles ETF 2.0 68 -8 4.9 -1.2
HLAL Wahed FTSE USA Shariah ETF 2.0 50 10 4.6 -1.4
EBLU Ecofin Global Water ESG Fund 2.0 40 20 4.3 -1.8
PIO Invesco Global Water ETF 2.0 75 -15 4.3 -1.8
NVIR Horizon Kinetics Energy and Remediation ETF 2.0 85 -25 6.8 +0.7
CAML Congress Large Cap Growth ETF 2.0 66 -6 3.4 -2.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 51 4.2 -1.9
GOP Unusual Whales Subversive Republican Trading ETF 2.0 50 10 5.5 -0.5
SMMD iShares Russell 2500 ETF 2.0 15 45 6.1 +0.1
VBK Vanguard Small-Cap Growth ETF 2.0 7 53 1.9 -4.1
MGV Vanguard Mega Cap Value ETF 2.0 7 53 6.6 +0.6
OSCV Opus Small Cap Value ETF 2.0 79 -19 6.5 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.0 10 50 4.9 -1.1
DFAT Dimensional U.S. Targeted Value ETF 2.0 28 32 9.2 +3.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.0 30 30 13.1 +7.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 43 5.5 -0.6
DFVX Dimensional US Large Cap Vector ETF 2.0 22 38 6.2 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.0 45 15 4.4 -1.7
PINK Simplify Health Care ETF 2.0 50 10 1.0 -5.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.0 30 30 8.3 +2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 21 3.3 -2.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.9 15 45 6.0 -0.1
STXD Strive 1000 Dividend Growth ETF 1.9 35 25 4.8 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 54 4.0 -2.1
IWM iShares Russell 2000 ETF 1.9 19 41 4.3 -1.8
VTWO Vanguard Russell 2000 ETF 1.9 7 53 4.3 -1.7
IUS Invesco RAFI Strategic US ETF 1.9 19 41 6.8 +0.8
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 50 4.6 -1.4
EQRR ProShares Equities for Rising Rates ETF 1.9 35 25 8.0 +2.0
EVUS iShares ESG Aware MSCI USA Value ETF 1.9 18 42 6.5 +0.5
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 20 5.4 -0.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 0 4.6 -1.4
JHML John Hancock Multifactor Large Cap ETF 1.8 29 31 5.3 -0.7
CALF Pacer US Small Cap Cash Cows 100 ETF 1.8 59 1 10.7 +4.6
RCGE RockCreek Global Equality ETF 1.8 95 -35 6.6 +0.6
RSSL Global X Russell 2000 ETF 1.8 8 52 4.3 -1.7
COPX Global X Copper Miners ETF 1.8 65 -5 6.9 +0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.8 65 -5 -1.4 -7.5
COPA Themes Copper Miners ETF 1.8 35 25 5.4 -0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -35 0.5 -5.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 8 7.5 +1.5
ACVF American Conservative Values ETF 1.8 75 -15 4.3 -1.7
SSPY Syntax Stratified LargeCap ETF 1.8 30 30 6.7 +0.7
DCOR Dimensional US Core Equity 1 ETF 1.8 14 46 5.3 -0.7
FQAL Fidelity Quality Factor ETF 1.8 15 45 5.6 -0.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 51 5.5 -0.6
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 50 5.0 -1.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -5 6.4 +0.4
AGQI First Trust Active Global Quality Income ETF 1.8 85 -25 4.8 -1.3
DIVZ TrueShares Low Volatility Equity Income ETF 1.8 65 -5 6.6 +0.6
BLCR iShares Large Cap Core Active ETF 1.8 36 24 3.6 -2.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 21 5.8 -0.2
PFM Invesco Dividend Achievers ETF 1.8 53 7 5.2 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 40 4.1 -1.9
DURA VanEck Durable High Dividend ETF 1.8 29 31 8.6 +2.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 32 5.4 -0.6
EZM WisdomTree U.S. MidCap Fund 1.7 38 22 9.0 +3.0
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 47 2.9 -3.1
RUNN Running Oak Efficient Growth ETF 1.7 58 2 4.9 -1.1
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 40 4.0 -2.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.7 55 5 4.7 -1.4
CGGO Capital Group Global Growth Equity ETF 1.7 47 13 4.6 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 1.7 39 21 6.7 +0.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.7 61 -1 6.5 +0.5
SPHQ Invesco S&P 500 Quality ETF 1.7 15 45 5.5 -0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.7 60 0 7.5 +1.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 40 2.4 -3.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.7 60 0 5.4 -0.7
MBOX Freedom Day Dividend ETF 1.7 39 21 7.3 +1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 1.7 35 25 5.1 -1.0
FFOX FundX Future Fund Opportunities ETF 1.7 100 -40 4.2 -1.9
PY Principal Value ETF 1.7 15 45 7.2 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 46 4.8 -1.2
DIVY Sound Equity Dividend Income ETF 1.7 45 15 9.7 +3.6
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 56 6.7 +0.6
DSI iShares MSCI KLD 400 Social ETF 1.7 25 35 4.8 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 40 5.0 -1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 45 4.1 -1.9
DGRO iShares Core Dividend Growth ETF 1.7 8 52 6.5 +0.5
FVAL Fidelity Value Factor ETF 1.7 15 45 6.8 +0.8
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 40 5.1 -1.0
SUSA iShares MSCI USA ESG Select ETF 1.6 25 35 4.7 -1.3
URAN Themes Uranium & Nuclear ETF 1.6 35 25 1.4 -4.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.6 25 35 7.8 +1.8
DFSV Dimensional US Small Cap Value ETF 1.6 31 29 10.0 +4.0
ILCV iShares Morningstar Value ETF 1.6 4 56 6.4 +0.4
BGDV Bahl & Gaynor Dividend ETF 1.6 45 15 4.7 -1.4
VLU SPDR S&P 1500 Value Tilt ETF 1.6 12 48 7.4 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 22 6.3 +0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 35 5.6 -0.5
YALL God Bless America ETF 1.6 65 -5 3.6 -2.4
DEMZ Democratic Large Cap Core ETF 1.6 45 15 4.5 -1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 31 6.4 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 48 4.5 -1.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 35 7.5 +1.5
ROUS Hartford Multifactor US Equity ETF 1.6 19 41 7.0 +1.0
EBI Longview Advantage ETF 1.6 35 25 6.5 +0.5
CCMG CCM Global Equity ETF 1.6 34 26 8.3 +2.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.6 25 35 7.2 +1.1
FDMO Fidelity Momentum Factor ETF 1.6 15 45 3.6 -2.5
PWV Invesco Large Cap Value ETF 1.6 55 5 7.0 +1.0
SWP SWP Growth & Income ETF 1.5 99 -39 4.0 -2.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.5 15 45 4.8 -1.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.5 70 -10 4.6 -1.4
KLMN Invesco MSCI North America Climate ETF 1.5 9 51 4.9 -1.2
TINY ProShares Nanotechnology ETF 1.5 58 2 4.8 -1.3
SFYX SoFi Next 500 ETF 1.5 0 60 5.7 -0.4
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 47 5.7 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 50 4.9 -1.1
APUE ActivePassive U.S. Equity ETF 1.5 45 15 4.6 -1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -4 2.2 -3.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 53 5.0 -1.0
NDIV Amplify Natural Resources Dividend Income ETF 1.5 59 1 13.7 +7.7
DFAU Dimensional US Core Equity Market ETF 1.5 12 48 5.0 -1.1
VRAI Virtus Real Asset Income ETF 1.5 55 5 10.0 +4.0
FMDE Fidelity Enhanced Mid Cap ETF 1.5 23 37 5.7 -0.3
FNDX Schwab Fundamental US Large Co. Index ETF 1.5 25 35 7.1 +1.1
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 45 5.4 -0.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.5 0 60 11.8 +5.8
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -19 4.0 -2.0
TTAC FCF US Quality ETF 1.4 59 1 6.3 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 49 5.1 -1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 45 4.6 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 48 5.9 -0.2
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 42 5.1 -1.0
VUSE Vident U.S. Equity Strategy ETF 1.4 50 10 4.5 -1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 4 6.1 +0.0
XRT SPDR S&P Retail ETF 1.4 35 25 8.2 +2.2
SPXN ProShares S&P 500 Ex-Financials ETF 1.4 9 51 4.8 -1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 49 4.8 -1.2
FPAG FPA Global Equity ETF 1.4 49 11 5.7 -0.4
LRGF iShares U.S. Equity Factor ETF 1.4 8 52 5.4 -0.7
VYM Vanguard High Dividend Yield Index ETF 1.4 6 54 7.0 +0.9
JEPI JPMorgan Equity Premium Income ETF 1.4 35 25 5.7 -0.4
JAVA JPMorgan Active Value ETF 1.4 44 16 6.4 +0.3
AIEQ AI Powered Equity ETF 1.4 75 -15 3.7 -2.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.4 60 0 3.9 -2.1
FDLO Fidelity Low Volatility Factor ETF 1.4 15 45 5.3 -0.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.4 30 30 7.7 +1.7
REVS Columbia Research Enhanced Value ETF 1.4 19 41 7.6 +1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 25 4.1 -2.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.4 49 11 11.2 +5.2
VFMF Vanguard U.S. Multifactor ETF 1.4 18 42 7.9 +1.8
PSET Principal Quality ETF 1.4 15 45 5.3 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 45 6.9 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -15 5.4 -0.7
ITA iShares U.S. Aerospace & Defense ETF 1.3 40 20 1.9 -4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 40 5.5 -0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.3 3 57 5.1 -1.0
VOTE TCW Transform 500 ETF 1.3 5 55 4.8 -1.3
DFUS Dimensional U.S. Equity ETF 1.3 9 51 4.7 -1.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 0 9.3 +3.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 60 4.8 -1.2
VTI Vanguard Total Stock Market ETF 1.3 3 57 4.8 -1.2
CVY Invesco Zacks Multi-Asset Income ETF 1.3 106 -46 12.3 +6.2
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 51 4.6 -1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 25 9.4 +3.3
QUS SPDR MSCI USA StrategicFactors ETF 1.3 15 45 5.7 -0.4
IWV iShares Russell 3000 ETF 1.3 20 40 4.7 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 57 4.8 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 58 4.8 -1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.3 29 31 4.5 -1.6
VTHR Vanguard Russell 3000 ETF 1.3 7 53 4.8 -1.2
XVV iShares ESG Screened S&P 500 ETF 1.3 8 52 4.7 -1.3
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 11 6.6 +0.5
GINX SGI Enhanced Global Income ETF 1.3 98 -38 7.0 +1.0
IWB iShares Russell 1000 ETF 1.3 15 45 4.8 -1.3
QGRO American Century U.S. Quality Growth ETF 1.3 29 31 3.5 -2.5
VONE Vanguard Russell 1000 ETF 1.3 7 53 4.8 -1.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.3 49 11 3.7 -2.3
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 42 5.3 -0.8
QQQ Invesco QQQ Trust Series I 1.2 20 40 4.0 -2.0
IYY iShares Dow Jones U.S. ETF 1.2 20 40 4.7 -1.3
QQQM Invesco NASDAQ 100 ETF 1.2 15 45 4.1 -2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 51 5.1 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 51 4.7 -1.3
GURU Global X Guru Index ETF 1.2 75 -15 2.9 -3.1
MID American Century Mid Cap Growth Impact ETF 1.2 45 15 3.2 -2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 53 4.7 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 31 4.6 -1.5
HYDR Global X Hydrogen ETF 1.2 50 10 -3.7 -9.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 40 4.6 -1.4
BLCV iShares Large Cap Value Active ETF 1.2 53 7 7.4 +1.3
VOO Vanguard S&P 500 ETF 1.2 3 57 4.9 -1.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 11 9.4 +3.4
PBUS Invesco MSCI USA ETF 1.2 4 56 4.8 -1.3
IVV iShares Core S&P 500 ETF 1.2 3 57 4.9 -1.1
SPLG SPDR Portfolio S&P 500 ETF 1.2 2 58 4.9 -1.2
AGRW Allspring LT Large Growth ETF 1.2 35 25 3.5 -2.6
SPY SPDR S&P 500 ETF Trust 1.2 9 51 4.8 -1.2
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 57 4.8 -1.3
USMV iShares MSCI USA Min Vol Factor ETF 1.2 15 45 5.9 -0.2
ULVM VictoryShares US Value Momentum ETF 1.2 20 40 7.3 +1.2
FLRG Fidelity U.S. Multifactor ETF 1.2 15 45 6.9 +0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 42 4.5 -1.5
PRNT 3D Printing ETF 1.2 66 -6 1.3 -4.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.2 60 0 9.4 +3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.1 25 35 5.3 -0.7
FFND Future Fund Active ETF 1.1 100 -40 4.2 -1.8
FDWM Fidelity Women's Leadership ETF 1.1 59 1 4.8 -1.2
VV Vanguard Large-Cap ETF 1.1 4 56 4.8 -1.3
IWN iShares Russell 2000 Value ETF 1.1 24 36 7.3 +1.2
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 45 4.7 -1.4
AVUQ Avantis U.S. Quality ETF 1.1 15 45 4.3 -1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 25 4.2 -1.8
STRV Strive 500 ETF 1.1 5 55 4.7 -1.3
VTWV Vanguard Russell 2000 Value ETF 1.1 10 50 7.3 +1.2
EES WisdomTree U.S. SmallCap Fund 1.1 38 22 8.7 +2.7
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 23 6.0 -0.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 48 4.5 -1.6
RWL Invesco S&P 500 Revenue ETF 1.1 39 21 6.8 +0.7
SFY SoFi Select 500 ETF 1.1 0 60 4.3 -1.7
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 51 4.6 -1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -15 4.0 -2.1
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 50 5.6 -0.4
IWL iShares Russell Top 200 ETF 1.1 15 45 4.6 -1.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.1 15 45 4.6 -1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 10 4.2 -1.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.0 7 53 9.9 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 51 5.1 -0.9
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 48 8.0 +2.0
SPHB Invesco S&P 500 High Beta ETF 1.0 25 35 4.6 -1.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 0 4.2 -1.9
GLRY Inspire Faithward Mid Cap Momentum ETF 1.0 80 -20 5.8 -0.2
VALQ American Century U.S. Quality Value ETF 1.0 29 31 7.7 +1.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 2 4.2 -1.8
OALC OneAscent Large Cap Core ETF 1.0 86 -26 4.0 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 -13 10.5 +4.5
KRMA Global X Conscious Companies ETF 1.0 43 17 5.8 -0.2
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 45 5.9 -0.1
RVRB Reverb ETF 1.0 30 30 4.5 -1.6
DTD WisdomTree U.S. Total Dividend Fund 1.0 28 32 6.3 +0.2
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 34 3.3 -2.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 45 5.3 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 24 4.8 -1.3
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 35 6.2 +0.2
BGIG Bahl & Gaynor Income Growth ETF 1.0 45 15 5.2 -0.9
WLDR Affinity World Leaders Equity ETF 1.0 67 -7 7.4 +1.3
VLUE iShares MSCI USA Value Factor ETF 1.0 15 45 9.5 +3.4
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 25 4.6 -1.5
STXG Strive 1000 Growth ETF 0.9 18 42 3.8 -2.3
PPA Invesco Aerospace & Defense ETF 0.9 58 2 2.5 -3.6
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 31 4.7 -1.4
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 21 5.6 -0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.9 12 48 7.4 +1.3
SCHB Schwab U.S. Broad Market ETF 0.9 3 57 4.9 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -15 5.2 -0.8
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 10 6.8 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 42 5.1 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 39 3.6 -2.4
DIVB iShares Core Dividend ETF 0.9 5 55 8.2 +2.1
MGC Vanguard Mega Cap ETF 0.9 7 53 4.6 -1.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.9 5 55 8.0 +1.9
TOK iShares MSCI Kokusai ETF 0.9 26 34 5.0 -1.1
SCHK Schwab 1000 Index ETF 0.9 5 55 4.9 -1.1
FBCV Fidelity Blue Chip Value ETF 0.9 59 1 7.4 +1.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 20 7.5 +1.5
ETHO Etho Climate Leadership U.S. ETF 0.9 47 13 5.3 -0.7
URTH iShares MSCI World ETF 0.9 24 36 5.0 -1.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 13 8.9 +2.9
EPS WisdomTree U.S. LargeCap Fund 0.9 8 52 5.6 -0.4
GSPY Gotham Enhanced 500 ETF 0.8 50 10 5.2 -0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.8 15 45 6.6 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 41 6.3 +0.2
SCHX Schwab U.S. Large-Cap ETF 0.8 3 57 4.9 -1.2
FXG First Trust Consumer Staples AlphaDEX Fund 0.8 63 -3 8.5 +2.5
BUL Pacer US Cash Cows Growth ETF 0.8 60 0 6.7 +0.6
VT Vanguard Total World Stock ETF 0.8 6 54 5.8 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 42 3.8 -2.2
USMF WisdomTree U.S. Multifactor Fund 0.8 28 32 7.0 +1.0
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -20 11.7 +5.7
ILCG iShares Morningstar Growth ETF 0.8 4 56 3.6 -2.5
TMFX Motley Fool Next Index ETF 0.8 50 10 2.6 -3.5
HDV iShares Core High Dividend ETF 0.8 8 52 7.3 +1.3
RECS Columbia Research Enhanced Core ETF 0.8 15 45 5.6 -0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.8 65 -5 3.5 -2.5
ACWI iShares MSCI ACWI ETF 0.8 32 28 5.5 -0.6
DEEP Roundhill Acquirers Deep Value ETF 0.8 80 -20 16.7 +10.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 51 5.6 -0.4
SCHD Schwab US Dividend Equity ETF 0.7 6 54 9.8 +3.7
PSCI Invesco S&P SmallCap Industrials ETF 0.7 29 31 5.1 -1.0
HDUS Hartford Disciplined US Equity ETF 0.7 19 41 5.6 -0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 22 7.8 +1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 25 7.8 +1.8
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -65 5.1 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 30 5.9 -0.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 30 6.5 +0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 11 4.7 -1.4
DHS WisdomTree U.S. High Dividend Fund 0.7 38 22 8.1 +2.1
RNIN Bushido Capital US SMID Cap Equity ETF 0.7 70 -10 10.3 +4.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 28 4.9 -1.1
IOO iShares Global 100 ETF 0.7 41 19 4.7 -1.4
HOMZ Hoya Capital Housing ETF 0.7 30 30 9.3 +3.3
GLOF iShares Global Equity Factor ETF 0.7 20 40 6.3 +0.3
XLG Invesco S&P 500 Top 50 ETF 0.7 20 40 4.0 -2.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 25 7.3 +1.2
ASLV Allspring Special Large Value ETF 0.6 35 25 6.4 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.6 8 52 4.9 -1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 50 5.1 -1.0
QDF FlexShares Quality Dividend Index Fund 0.6 37 23 6.1 +0.1
ROSC Hartford Multifactor Small Cap ETF 0.6 34 26 9.2 +3.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 32 5.9 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.6 80 -20 6.2 +0.2
LCF Touchstone US Large Cap Focused ETF 0.6 69 -9 4.1 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 40 5.6 -0.5
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -30 4.0 -2.1
EQIN Columbia US Equity Income ETF 0.6 35 25 6.9 +0.8
TEMP JPMorgan Climate Change Solutions ETF 0.6 49 11 5.8 -0.2
OEF iShares S&P 100 ETF 0.6 20 40 4.4 -1.6
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -21 2.7 -3.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.6 50 10 8.1 +2.1
CGGR Capital Group Growth ETF 0.6 39 21 3.1 -3.0
HGRO Hedgeye Quality Growth ETF 0.5 70 -10 3.3 -2.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 24 10.6 +4.6
OPTZ Optimize Strategy Index ETF 0.5 50 10 4.6 -1.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.5 20 40 4.5 -1.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 40 6.2 +0.1
FTXR First Trust Nasdaq Transportation ETF 0.5 60 0 8.8 +2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 0 3.9 -2.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 47 10.1 +4.0
IYJ iShares U.S. Industrials ETF 0.4 40 20 4.7 -1.4
ICAP InfraCap Equity Income Fund ETF 0.4 171 -111 6.1 +0.0
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 11 5.5 -0.6
FBCG Fidelity Blue Chip Growth ETF 0.4 59 1 2.8 -3.3
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 45 3.4 -2.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -15 3.7 -2.4
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 25 4.7 -1.3
DEW WisdomTree Global High Dividend Fund 0.4 58 2 8.3 +2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.4 19 41 5.3 -0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 48 4.4 -1.6
SVAL iShares US Small Cap Value Factor ETF 0.4 20 40 10.3 +4.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 1 2.7 -3.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 46 5.3 -0.8
CZAR Themes Natural Monopoly ETF 0.3 35 25 5.7 -0.4
MGK Vanguard Mega Cap Growth ETF 0.3 7 53 4.0 -2.0
VDE Vanguard Energy ETF 0.3 9 51 8.8 +2.8
FENY Fidelity MSCI Energy Index ETF 0.3 8 52 9.0 +2.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 45 4.4 -1.6
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 18 4.2 -1.9
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 56 4.1 -2.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 -1 7.2 +1.2
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 37 3.4 -2.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.3 35 25 5.9 -0.2
DISV Dimensional International Small Cap Value ETF 0.3 42 18 8.8 +2.8
OCEN IQ Clean Oceans ETF 0.3 45 15 6.0 -0.0
TMFC Motley Fool 100 Index ETF 0.3 50 10 3.4 -2.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 22 4.5 -1.6
VUG Vanguard Growth ETF 0.2 4 56 3.9 -2.1
FDL First Trust Morningstar Dividend Leaders Index Fund 0.2 45 15 10.6 +4.5
VIS Vanguard Industrials ETF 0.2 9 51 4.5 -1.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 11 5.6 -0.4
FILL iShares MSCI Global Energy Producers ETF 0.2 39 21 11.5 +5.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 56 3.9 -2.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 42 4.6 -1.5
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 24 3.6 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 35 5.9 -0.2
DFIV Dimensional International Value ETF 0.2 27 33 9.5 +3.4
WRND IQ Global Equity R&D Leaders ETF 0.2 18 42 8.0 +2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 48 5.1 -1.0
DFIS Dimensional International Small Cap ETF 0.1 39 21 7.2 +1.1
SPMO Invesco S&P 500 Momentum ETF 0.1 13 47 3.5 -2.6
AVSD Avantis Responsible International Equity ETF 0.1 23 37 5.6 -0.5
IVW iShares S&P 500 Growth ETF 0.1 18 42 3.9 -2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1 4 56 4.0 -2.0
VOOG Vanguard S&P 500 Growth ETF 0.1 7 53 4.0 -2.1
AVDS Avantis International Small Cap Equity ETF 0.1 30 30 7.2 +1.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 52 4.3 -1.7
DUHP Dimensional US High Profitability ETF 0.1 21 39 6.3 +0.3
VCR Vanguard Consumer Discretionary ETF 0.1 9 51 4.3 -1.8
IEDI iShares U.S. Consumer Focused ETF 0.1 18 42 5.3 -0.7
DFIC Dimensional International Core Equity 2 ETF 0.1 23 37 7.3 +1.3
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 36 6.3 +0.2
IWF iShares Russell 1000 Growth ETF 0.1 19 41 4.3 -1.7
VONG Vanguard Russell 1000 Growth ETF 0.1 7 53 4.4 -1.7
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 20 3.7 -2.4
HLGE Hartford Longevity Economy ETF 0.1 44 16 -0.4 -6.4
IWY iShares Russell Top 200 Growth ETF 0.1 20 40 4.4 -1.6
AVDE Avantis International Equity ETF 0.1 23 37 7.3 +1.2
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -29 4.8 -1.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 30 7.7 +1.7
FIDU Fidelity MSCI Industrial Index ETF 0.0 8 52 4.5 -1.6
DFAI Dimensional International Core Equity Market ETF 0.0 18 42 7.0 +1.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 13 5.8 -0.3
JGRO JPMorgan Active Growth ETF 0.0 44 16 3.3 -2.7
GWX SPDR S&P International Small Cap ETF 0.0 40 20 5.8 -0.2
QLC FlexShares US Quality Large Cap Index Fund 0.0 25 35 5.3 -0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 57 6.9 +0.9

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

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.0 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.59
 
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.