Invesco Dorsey Wright Basic Materials Momentum ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.8x P/Sales
ratio		 1.5x
P/BV
ratio		 2.2x Div.
yield		 1.7%


  • 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) $50
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 50
Wgt avg mkt cap (mns) $26,506
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
CARPENTER TECHNOLOGY 6.4 %
LINDE PLC 5.4 %
AVERY DENNISON CORP 5.2 %
CF INDUSTRIES HOLDINGS INC 4.7 %
RELIANCE STEEL & ALUMINUM 3.9 %
ALCOA CORP. 3.2 %
NUCOR CORP 3.0 %
EASTMAN CHEMICAL COMPANY 3.0 %
MP MATERIALS CORP CLASS A 2.8 %
CENTURY ALUMINUM COMPANY 2.5 %
Total 40.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.5 %
BRITAIN 5.3 %
LUXEMBOURG 0.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
3.2% 3.9% 12.9% 6.1% 8.4%

Market Correlations
versus... Beta R-squared
S&P500 1.39 71%
MSCI EAFE 1.33 67%
MSCI Emg. Mkts. 0.97 36%

Technical Indicators
Recent close $85.93
30d moving avg. $87.75
Annualized volatility 28.3%
Short interest (ETF) 0.5%
Short interest (Underlying) 4.5%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 4
Turnover 0.7%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $4,297

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 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™: 6.4%


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
(%)
FXZ First Trust Materials AlphaDEX Fund 39.9 61 -1 11.0 +4.5
XME SPDR S&P Metals & Mining ETF 39.7 35 25 10.3 +3.9
FMAT Fidelity MSCI Materials Index ETF 39.6 8 52 6.5 +0.0
VAW Vanguard Materials ETF 39.4 10 50 6.4 +0.0
IYM iShares U.S. Basic Materials ETF 39.3 40 20 6.7 +0.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 37.3 40 20 7.8 +1.4
XLB Materials Select Sector SPDR Fund 31.8 8 52 6.2 -0.2
MXI iShares Global Materials ETF 22.7 41 19 8.0 +1.6
NANR SPDR S&P North American Natural Resources ETF 18.9 35 25 8.4 +2.0
PSCM Invesco S&P SmallCap Materials ETF 18.5 29 31 13.9 +7.4
SLX VanEck Steel ETF 17.6 56 4 17.7 +11.3
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 14.3 60 0 8.8 +2.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.1 60 0 5.3 -1.1
GNR SPDR S&P Global Natural Resources ETF 12.3 40 20 11.4 +5.0
PICK iShares MSCI Global Metals & Mining Producers ETF 12.0 39 21 14.1 +7.7
PAVE Global X U.S. Infrastructure Development ETF 11.5 47 13 6.3 -0.1
CUT Invesco MSCI Global Timber ETF 11.1 61 -1 9.1 +2.7
EQRR ProShares Equities for Rising Rates ETF 10.4 35 25 8.0 +1.6
ZIG Acquirers Fund 10.4 84 -24 20.3 +13.9
IVEG iShares Emergent Food and AgTech Multisector ETF 10.0 47 13 8.5 +2.1
FTDS First Trust Dividend Strength ETF 9.6 70 -10 7.8 +1.4
FTWO Strive FAANG 2.0 ETF 9.3 49 11 5.1 -1.3
LYLD Cambria Large Cap Shareholder Yield ETF 9.3 59 1 9.8 +3.4
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 9.3 85 -25 8.0 +1.6
HAP VanEck Natural Resources ETF 8.8 50 10 10.0 +3.6
RDVY First Trust Rising Dividend Achievers ETF 8.3 50 10 7.8 +1.4
IFRA iShares U.S. Infrastructure ETF 8.3 30 30 6.8 +0.4
BRIF FIS Bright Portfolios Focused Equity ETF 8.2 65 -5 4.9 -1.5
ECML Euclidean Fundamental Value ETF 8.0 95 -35 13.1 +6.7
HWAY Themes US Infrastructure ETF 7.9 29 31 4.3 -2.1
SETM Sprott Energy Transition Materials ETF 7.8 65 -5 4.7 -1.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 7.7 46 14 10.4 +4.0
PEXL Pacer US Export Leaders ETF 7.2 60 0 5.4 -1.0
MOO VanEck Agribusiness ETF 7.2 53 7 10.8 +4.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.2 35 25 5.7 -0.7
ABLD Abacus FCF Real Assets Leaders ETF 6.9 69 -9 5.7 -0.7
IGE iShares North American Natural Resources ETF 6.9 41 19 7.7 +1.2
TPHD Timothy Plan High Dividend Stock ETF 6.9 52 8 6.9 +0.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.9 54 6 6.9 +0.5
RSHO Tema American Reshoring ETF 6.8 75 -15 5.5 -0.9
HDRO Defiance Next Gen H2 ETF 6.8 30 30 -10.1 -16.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.5 60 0 8.5 +2.0
CCSO Carbon Collective Climate Solutions US Equity ETF 6.4 35 25 1.9 -4.5
CZA Invesco Zacks Mid-Cap ETF 6.3 72 -12 5.9 -0.6
PBW Invesco WilderHill Clean Energy ETF 6.2 66 -6 -6.0 -12.4
GDX VanEck Gold Miners ETF 6.2 51 9 4.5 -1.9
SYLD Cambria Shareholder Yield ETF 6.2 59 1 11.9 +5.5
QVAL Alpha Architect US Quantitative Value ETF 6.1 39 21 10.3 +3.9
EQAL Invesco Russell 1000 Equal Weight ETF 6.0 20 40 6.6 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.0 24 36 7.6 +1.2
ABEQ Absolute Select Value ETF 6.0 85 -25 4.9 -1.5
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 11 7.1 +0.6
FTAG First Trust Indxx Global Agriculture ETF 5.9 70 -10 8.1 +1.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.9 40 20 6.2 -0.2
XMHQ Invesco S&P MidCap Quality ETF 5.9 25 35 7.1 +0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.9 18 42 7.2 +0.8
VEGI iShares MSCI Agriculture Producers ETF 5.8 39 21 8.8 +2.4
DMAT Global X Disruptive Materials ETF 5.8 59 1 9.2 +2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.8 60 0 5.7 -0.8
AGMI Themes Silver Miners ETF 5.8 35 25 3.1 -3.3
FTA First Trust Large Cap Value AlphaDEX Fund 5.8 59 1 9.4 +3.0
WTV WisdomTree US Value Fund of Benef Interest 5.8 12 48 9.5 +3.1
CCNR ALPS CoreCommodity Natural Resources ETF 5.7 39 21 11.0 +4.6
MOAT VanEck Morningstar Wide Moat ETF 5.5 46 14 6.0 -0.4
CGDV Capital Group Dividend Value ETF 5.3 33 27 4.9 -1.5
VSDA VictoryShares Dividend Accelerator ETF 5.3 35 25 7.0 +0.6
TMDV ProShares Russell US Dividend Growers ETF 5.3 35 25 4.6 -1.8
IBAT iShares Energy Storage & Materials ETF 5.3 47 13 5.3 -1.1
VOE Vanguard Mid-Cap Value ETF 5.3 7 53 7.2 +0.8
SPGP Invesco S&P 500 GARP ETF 5.2 34 26 9.6 +3.2
SHRY First Trust Bloomberg Shareholder Yield ETF 5.2 60 0 7.9 +1.5
SYNB Putnam BioRevolution ETF 5.2 70 -10 3.2 -3.2
SILJ ETFMG Prime Junior Silver Miners ETF 5.2 69 -9 2.7 -3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 5.2 29 31 7.4 +1.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.1 40 20 7.0 +0.6
BATT Amplify Lithium & Battery Technology ETF 5.1 59 1 3.8 -2.6
SLVP iShares MSCI Global Silver Miners ETF 5.1 39 21 5.8 -0.6
SURE AdvisorShares Insiders Advantage ETF 5.1 90 -30 10.0 +3.6
DSMC Distillate Small/Mid Cash Flow ETF 5.1 55 5 13.5 +7.1
SAGP Strategas Global Policy Opportunities ETF 5.0 65 -5 5.3 -1.2
FCPI Fidelity Stocks for Inflation ETF 5.0 15 45 7.8 +1.4
FTRI First Trust Indxx Global Natural Resources Income ETF 5.0 70 -10 8.6 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 0 5.4 -1.0
OSEA Harbor International Compounders ETF 5.0 55 5 4.7 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 4.9 6 54 7.9 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.9 15 45 5.9 -0.5
SDY SPDR S&P Dividend ETF 4.9 35 25 6.2 -0.2
GMET VanEck Green Metals ETF 4.7 63 -3 10.8 +4.4
DON WisdomTree U.S. MidCap Dividend Fund 4.6 38 22 8.3 +1.9
SGDM Sprott Gold Miners ETF 4.6 50 10 4.7 -1.8
ANEW ProShares MSCI Transformational Changes ETF 4.5 45 15 7.0 +0.6
DFLV Dimensional US Large Cap Value ETF 4.5 22 38 8.2 +1.8
MDCP VictoryShares THB Mid Cap ESG ETF 4.5 55 5 5.6 -0.8
BIBL Inspire 100 ETF 4.5 35 25 4.7 -1.7
IVRA Invesco Real Assets ESG ETF 4.4 59 1 3.5 -2.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 4.3 58 2 -3.5 -9.9
REMX VanEck Rare Earth/Strategic Metals ETF 4.3 54 6 5.6 -0.8
MAGA Point Bridge America First ETF 4.3 72 -12 6.5 +0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.3 49 11 8.7 +2.3
SMAP Amplify Small-Mid Cap Equity ETF 4.3 60 0 1.3 -5.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.3 65 -5 5.9 -0.5
AIEQ AI Powered Equity ETF 4.3 75 -15 4.1 -2.3
FTCS First Trust Capital Strength ETF 4.3 55 5 5.2 -1.2
WOOD iShares Global Timber & Forestry ETF 4.3 42 18 9.5 +3.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 4.2 38 22 10.1 +3.7
DVND Touchstone Dividend Select ETF 4.2 67 -7 5.7 -0.7
GSFP Goldman Sachs Future Planet Equity ETF 4.2 75 -15 4.8 -1.6
BEEZ Honeytree U.S. Equity ETF 4.2 64 -4 3.5 -3.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.2 75 -15 -0.5 -6.9
ICOP iShares Copper and Metals Mining ETF 4.2 47 13 10.0 +3.5
SDOG ALPS Sector Dividend Dogs ETF 4.2 36 24 9.3 +2.9
NUMV Nuveen ESG Mid-Cap Value ETF 4.2 31 29 6.4 -0.0
MVAL VanEck Morningstar Wide Moat Value ETF 4.2 49 11 6.8 +0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 4.1 12 48 5.9 -0.6
GVLU Gotham 1000 Value ETF 4.1 50 10 9.1 +2.7
FAB First Trust Multi Cap Value AlphaDEX Fund 4.1 67 -7 10.1 +3.7
WCEO Hypatia Women CEO ETF 4.0 85 -25 -1.3 -7.8
HAPY Harbor Human Capital Factor Unconstrained ETF 4.0 50 10 3.4 -3.1
IJJ iShares S&P Mid-Cap 400 Value ETF 4.0 18 42 8.6 +2.2
RING iShares MSCI Global Gold Miners ETF 4.0 39 21 5.8 -0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 4.0 25 35 5.4 -1.0
SCHM Schwab U.S. Mid-Cap ETF 4.0 4 56 6.7 +0.3
MDYV SPDR S&P 400 Mid Cap Value ETF 3.9 15 45 8.7 +2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.9 39 21 3.8 -2.6
XSHQ Invesco S&P SmallCap Quality ETF 3.9 29 31 8.4 +2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.9 15 45 8.7 +2.3
RNSC Furst Trust Small Cap US Equity Select ETF 3.9 60 0 6.7 +0.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.9 52 8 5.6 -0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.9 58 2 5.6 -0.8
DFUV Dimensional US Marketwide Value ETF 3.9 22 38 8.1 +1.7
IJT iShares S&P Small-Cap 600 Growth ETF 3.8 18 42 5.1 -1.3
PTL Inspire 500 ETF 3.8 9 51 5.4 -1.0
HKND Humankind US Stock ETF 3.8 11 49 7.5 +1.1
RNMC First Trust Mid Cap US Equity Select ETF 3.8 60 0 7.0 +0.5
LVOL American Century Low Volatility ETF 3.8 29 31 4.4 -2.0
VBR Vanguard Small Cap Value ETF 3.8 7 53 8.5 +2.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.8 35 25 5.8 -0.7
CALF Pacer US Small Cap Cash Cows 100 ETF 3.7 59 1 12.0 +5.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.7 15 45 5.4 -1.0
STXM Strive Mid-Cap ETF 3.7 18 42 3.6 -2.8
GOEX Global X Gold Explorers ETF 3.7 65 -5 4.6 -1.8
SIL Global X Silver Miners ETF 3.7 65 -5 3.4 -3.0
FSCS First Trust SMID Capital Strength ETF 3.7 60 0 6.4 -0.1
GDXJ VanEck Junior Gold Miners ETF 3.7 52 8 4.9 -1.5
TPSC Timothy Plan US Small Cap Core ETF 3.7 52 8 7.2 +0.8
ISMD Inspire Small/Mid Cap ETF 3.7 54 6 4.7 -1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 3.7 15 45 5.1 -1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.7 15 45 5.3 -1.1
BOUT Innovator IBD Breakout Opportunities ETF 3.6 81 -21 4.8 -1.7
EVX VanEck Environmental Services ETF 3.6 55 5 2.6 -3.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.6 72 -12 -1.2 -7.6
XJR iShares ESG Screened S&P Small-Cap ETF 3.6 12 48 6.6 +0.2
SMDV ProShares Russell 2000 Dividend Growers ETF 3.5 40 20 7.0 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 3.5 52 8 6.7 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.5 70 -10 4.4 -2.1
DFAS Dimensional U.S. Small Cap ETF 3.5 26 34 6.9 +0.5
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 1 6.5 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.5 15 45 4.3 -2.2
FESM Fidelity Enhanced Small Cap ETF 3.5 28 32 3.8 -2.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 40 7.8 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 3.4 24 36 7.2 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 3.4 12 48 7.0 +0.6
IJH iShares Core S&P Mid-Cap ETF 3.4 5 55 7.4 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.4 15 45 7.3 +0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.4 35 25 4.7 -1.7
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 3.4 42 18 5.5 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.4 15 45 7.3 +0.9
IWS iShares Russell Mid-Cap Value ETF 3.4 23 37 6.5 +0.1
FIW First Trust Water ETF 3.4 53 7 5.0 -1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.3 3 57 7.4 +1.0
QDIV Global X S&P 500 Quality Dividend ETF 3.3 20 40 8.2 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 3.3 10 50 7.3 +0.9
RWK Invesco S&P MidCap 400 Revenue ETF 3.3 39 21 10.2 +3.8
IJR iShares Core S&P Small Cap ETF 3.3 6 54 7.3 +0.9
NIXT Research Affiliates Deletions ETF 3.3 9 51 3.8 -2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.3 7 53 6.2 -0.2
FNDA Schwab Fundamental US Small Co. Index ETF 3.2 25 35 6.6 +0.2
NUSC Nuveen ESG Small-Cap ETF 3.2 31 29 5.3 -1.1
CGUS Capital Group Core Equity ETF 3.2 33 27 4.6 -1.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.2 35 25 3.1 -3.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.2 70 -10 5.2 -1.2
STXK Strive Small-Cap ETF 3.2 18 42 5.5 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 3.2 4 56 5.9 -0.5
VFQY Vanguard U.S. Quality Factor ETF 3.2 13 47 6.6 +0.2
MOTE VanEck Morningstar ESG Moat ETF 3.1 49 11 4.9 -1.6
DVY iShares Select Dividend ETF 3.1 38 22 9.2 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 51 6.0 -0.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.1 35 25 3.7 -2.7
SIZE iShares MSCI USA Size Factor ETF 3.1 15 45 5.8 -0.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.1 60 0 6.4 +0.0
DRIV Global X Autonomous & Electric Vehicles ETF 3.1 68 -8 6.8 +0.4
VIOO Vanguard S&P Small-Cap 600 ETF 3.1 10 50 7.2 +0.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.1 3 57 7.4 +0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.1 24 36 7.6 +1.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 40 7.4 +1.0
VAMO Cambria Value & Momentum ETF 3.1 61 -1 6.8 +0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.1 4 56 6.1 -0.3
PY Principal Value ETF 3.1 15 45 7.1 +0.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.1 75 -15 7.6 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 51 6.1 -0.3
BGDV Bahl & Gaynor Dividend ETF 3.1 45 15 5.0 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 54 2.7 -3.7
BDIV AAM Brentview Dividend Growth ETF 3.1 49 11 4.3 -2.1
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 40 6.3 -0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 35 4.9 -1.6
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 35 4.8 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 3.0 39 21 8.5 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 0 4.6 -1.8
RAFE PIMCO RAFI ESG U.S. ETF 3.0 29 31 7.3 +0.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.0 80 -20 6.0 -0.4
IWO iShares Russell 2000 Growth ETF 3.0 24 36 1.5 -5.0
KONG Formidable Fortress ETF 2.9 89 -29 5.7 -0.8
VTWG Vanguard Russell 2000 Growth ETF 2.9 15 45 1.5 -4.9
DFAT Dimensional U.S. Targeted Value ETF 2.9 28 32 10.0 +3.6
CFA VictoryShares US 500 Volatility Wtd ETF 2.9 35 25 6.1 -0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.9 40 20 6.0 -0.4
VB Vanguard Small-Cap ETF 2.9 5 55 5.7 -0.7
VO Vanguard Mid-Cap ETF 2.9 4 56 5.6 -0.8
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 18 6.9 +0.4
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 56 6.0 -0.4
XSMO Invesco S&P SmallCap Momentum ETF 2.9 39 21 5.3 -1.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.9 12 48 5.0 -1.4
WDNA WisdomTree BioRevolution Fund 2.9 45 15 0.0 -6.4
AVUV Avantis U.S. Small Cap Value ETF 2.8 25 35 10.8 +4.4
IJK iShares S&P Mid-Cap 400 Growth ETF 2.8 17 43 6.0 -0.4
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 17 4.6 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 45 6.0 -0.5
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 40 9.1 +2.7
IWD iShares Russell 1000 Value ETF 2.8 19 41 6.5 +0.1
VONV Vanguard Russell 1000 Value ETF 2.8 8 52 6.6 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 2.8 18 42 6.8 +0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 48 6.5 +0.1
IUSV iShares Core S&P US Value ETF 2.8 4 56 6.5 +0.1
PSC Principal U.S. Small-Cap ETF 2.8 38 22 6.9 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.7 39 21 5.4 -1.0
INCE Franklin Income Equity Focus ETF 2.7 29 31 5.6 -0.8
TINT ProShares Smart Materials ETF 2.7 58 2 3.1 -3.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.7 15 45 6.0 -0.4
SCHA Schwab U.S. Small-Cap ETF 2.7 4 56 5.3 -1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 15 45 6.0 -0.4
HLAL Wahed FTSE USA Shariah ETF 2.7 50 10 5.2 -1.3
VOOV Vanguard S&P 500 Value ETF 2.7 10 50 6.3 -0.1
IVE iShares S&P 500 Value ETF 2.7 18 42 6.2 -0.2
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 43 6.9 +0.5
VIG Vanguard Dividend Appreciation ETF 2.7 6 54 6.0 -0.5
IWR iShares Russell Midcap ETF 2.7 19 41 5.8 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.7 4 56 6.4 -0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.7 39 21 4.0 -2.4
EATV VegTech Plant-based Innovation & Climate ETF 2.7 75 -15 5.4 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 2.7 18 42 9.4 +3.0
FVD First Trust Value Line Dividend Index Fund 2.7 65 -5 6.1 -0.3
CGW Invesco S&P Global Water Index ETF 2.7 57 3 4.8 -1.6
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -15 7.0 +0.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.6 15 45 5.8 -0.6
KROP Global X AgTech & Food Innovation ETF 2.6 50 10 7.0 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 2.6 38 22 8.7 +2.2
CVAR Cultivar ETF 2.6 87 -27 6.1 -0.3
TMFM Motley Fool Mid-Cap Growth ETF 2.6 85 -25 3.7 -2.7
VFVA Vanguard U.S. Value Factor ETF 2.6 13 47 11.7 +5.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 43 5.7 -0.7
IWM iShares Russell 2000 ETF 2.5 19 41 3.6 -2.8
JGLO JPMorgan Global Select Equity ETF 2.5 33 27 5.1 -1.3
RSSL Global X Russell 2000 ETF 2.5 8 52 3.6 -2.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.5 70 -10 12.3 +5.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 15 45 9.3 +2.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.5 20 40 5.3 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 2.5 20 40 6.8 +0.4
RFFC ALPS Active Equity Opportunity ETF 2.5 48 12 4.5 -1.9
SLYV SPDR S&P 600 Small Cap Value ETF 2.5 15 45 9.5 +3.1
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 18 6.5 +0.1
VTWO Vanguard Russell 2000 ETF 2.5 10 50 3.8 -2.6
ISCB iShares Morningstar Small-Cap ETF 2.5 4 56 5.6 -0.8
NUDV Nuveen ESG Dividend ETF 2.5 26 34 6.7 +0.3
IWX iShares Russell Top 200 Value ETF 2.5 20 40 6.4 +0.0
ZSB USCF Sustainable Battery Metals Strategy Fund 2.5 61 -1 17.4 +11.0
BLES Inspire Global Hope ETF 2.4 61 -1 6.8 +0.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.4 36 24 10.3 +3.9
BLCV iShares Large Cap Value Active ETF 2.4 53 7 7.6 +1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.4 39 21 9.8 +3.4
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 50 4.9 -1.5
AVLV Avantis U.S. Large Cap Value ETF 2.4 15 45 8.1 +1.7
RPV Invesco S&P 500 Pure Value ETF 2.4 35 25 10.7 +4.3
HELX Franklin Genomic Advancements ETF 2.4 50 10 0.1 -6.3
FTXG First Trust Nasdaq Food & Beverage ETF 2.4 60 0 6.5 +0.1
MGRO VanEck Morningstar Wide Moat Growth ETF 2.4 49 11 4.7 -1.7
PBJ Invesco Food & Beverage ETF 2.4 57 3 4.9 -1.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.4 55 5 5.5 -0.9
COWS Amplify Cash Flow Dividend Leaders ETF 2.3 0 60 12.7 +6.3
CBSE Clough Select Equity ETF 2.3 85 -25 1.6 -4.8
TIME Clockwise Core Equity & Innovation ETF 2.3 95 -35 8.1 +1.7
SMRI Bushido Capital US Equity ETF 2.3 71 -11 9.9 +3.5
PFM Invesco Dividend Achievers ETF 2.3 53 7 5.3 -1.1
DSTL Distillate US Fundamental Stability & Value ETF 2.3 39 21 8.3 +1.9
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 35 6.6 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.3 17 43 6.0 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 42 6.0 -0.4
DFSV Dimensional US Small Cap Value ETF 2.3 31 29 10.9 +4.5
NULC Nuveen ESG Large-Cap ETF 2.3 21 39 5.0 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 0 5.7 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.3 39 21 10.3 +3.8
DFVX Dimensional US Large Cap Vector ETF 2.3 22 38 6.6 +0.1
STXV Strive 1000 Value ETF 2.3 18 42 7.5 +1.1
EZM WisdomTree U.S. MidCap Fund 2.3 38 22 9.3 +2.9
EBLU Ecofin Global Water ESG Fund 2.2 40 20 4.4 -2.0
RNEW VanEck Green Infrastructure ETF 2.2 45 15 -2.0 -8.4
PHO Invesco Water Resources ETF 2.2 60 0 4.8 -1.7
PIO Invesco Global Water ETF 2.2 75 -15 4.9 -1.5
NVIR Horizon Kinetics Energy and Remediation ETF 2.2 85 -25 5.7 -0.7
CAML Congress Large Cap Growth ETF 2.2 66 -6 3.4 -3.1
PRAY FIS Christian Stock Fund 2.2 69 -9 5.5 -1.0
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -5 3.5 -2.9
STXD Strive 1000 Dividend Growth ETF 2.2 35 25 5.0 -1.4
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 37 5.8 -0.6
PKB Invesco Building & Construction ETF 2.2 62 -2 5.3 -1.2
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 35 6.0 -0.4
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 34 6.2 -0.2
AVUS Avantis U.S. Equity ETF 2.2 15 45 6.3 -0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.2 38 22 6.2 -0.2
VXF Vanguard Extended Market ETF 2.2 6 54 4.5 -1.9
BFOR ALPS Barron's 400 ETF 2.2 65 -5 6.2 -0.2
ILCV iShares Morningstar Value ETF 2.2 4 56 6.7 +0.3
SPHB Invesco S&P 500 High Beta ETF 2.2 25 35 5.3 -1.1
IPDP Dividend Performers ETF 2.2 122 -62 5.0 -1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.2 9 51 5.0 -1.5
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 0 4.4 -2.0
QQMG Invesco ESG NASDAQ 100 ETF 2.1 20 40 4.6 -1.8
YALL God Bless America ETF 2.1 65 -5 4.3 -2.1
FSMD Fidelity Small-Mid Multifactor ETF 2.1 15 45 7.0 +0.6
IUS Invesco RAFI Strategic US ETF 2.1 19 41 7.1 +0.6
VTV Vanguard Value ETF 2.1 4 56 6.9 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 10 7.3 +0.9
ULVM VictoryShares US Value Momentum ETF 2.1 20 40 7.2 +0.8
DCOR Dimensional US Core Equity 1 ETF 2.1 14 46 5.8 -0.6
DGRW WisdomTree US Quality Dividend Growth Fund 2.1 28 32 5.7 -0.7
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 1 4.4 -2.1
IWN iShares Russell 2000 Value ETF 2.1 24 36 5.8 -0.7
QTOP iShares Nasdaq Top 30 Stocks ETF 2.1 20 40 4.8 -1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -11 1.1 -5.4
KRUZ Unusual Whales Subversive Republican Trading ETF 2.1 75 -15 6.0 -0.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.1 59 1 6.1 -0.4
LCF Touchstone US Large Cap Focused ETF 2.1 69 -9 4.6 -1.8
VTWV Vanguard Russell 2000 Value ETF 2.1 15 45 5.9 -0.5
FFND Future Fund Active ETF 2.0 100 -40 4.7 -1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.0 45 15 4.9 -1.5
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 33 9.2 +2.7
USRD Themes US R&D Champions ETF 2.0 29 31 5.6 -0.8
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -46 10.9 +4.5
PRF Invesco FTSE RAFI US 1000 ETF 2.0 39 21 7.0 +0.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 51 5.6 -0.9
JHML John Hancock Multifactor Large Cap ETF 2.0 29 31 5.6 -0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -35 0.7 -5.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.0 10 50 5.3 -1.1
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -16 5.8 -0.7
SUSL iShares ESG MSCI USA Leaders ETF 2.0 10 50 5.3 -1.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 0 8.2 +1.8
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -20 6.6 +0.2
CHGX AXS Change Finance ESG ETF 2.0 49 11 5.3 -1.1
SCHV Schwab U.S. Large-Cap Value ETF 2.0 4 56 6.8 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -1 5.9 -0.6
MGV Vanguard Mega Cap Value ETF 2.0 7 53 6.7 +0.3
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 54 8.4 +2.0
DGRO iShares Core Dividend Growth ETF 2.0 8 52 6.6 +0.2
HYDR Global X Hydrogen ETF 2.0 50 10 -8.4 -14.8
BLCR iShares Large Cap Core Active ETF 2.0 36 24 4.3 -2.2
DIVZ TrueShares Low Volatility Equity Income ETF 2.0 65 -5 6.6 +0.2
DIVL Madison Dividend Value ETF 2.0 65 -5 5.4 -1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.9 60 0 4.4 -2.0
VCLN Virtus Duff & Phelps Clean Energy ETF 1.9 59 1 6.2 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.9 30 30 7.9 +1.5
VFLO VictoryShares Free Cash Flow ETF 1.9 39 21 10.7 +4.3
MGMT Ballast Small/Mid Cap ETF 1.9 110 -50 8.6 +2.2
FFTY Innovator IBD 50 ETF 1.9 80 -20 -2.5 -8.9
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 1.9 60 0 4.2 -2.2
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 12 4.8 -1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 25 4.6 -1.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.9 39 21 9.7 +3.3
IYK iShares U.S. Consumer Staples ETF 1.9 40 20 5.9 -0.5
ACVF American Conservative Values ETF 1.9 75 -15 4.5 -1.9
COPX Global X Copper Miners ETF 1.9 65 -5 8.9 +2.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.9 65 -5 -3.8 -10.2
COPA Themes Copper Miners ETF 1.9 35 25 9.0 +2.6
VLU SPDR S&P 1500 Value Tilt ETF 1.9 12 48 7.2 +0.8
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 20 5.3 -1.1
IDAT iShares Future Cloud 5G and Tech ETF 1.9 47 13 4.8 -1.7
BGIG Bahl & Gaynor Income Growth ETF 1.9 45 15 5.4 -1.0
DSI iShares MSCI KLD 400 Social ETF 1.8 25 35 5.2 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 38 5.8 -0.6
COWZ Pacer US Cash Cows 100 ETF 1.8 49 11 9.5 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 35 7.3 +0.9
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -5 8.2 +1.8
KLMN Invesco MSCI North America Climate ETF 1.8 9 51 5.3 -1.2
FPAG FPA Global Equity ETF 1.8 49 11 6.3 -0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 40 5.5 -0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 45 4.7 -1.7
REVS Columbia Research Enhanced Value ETF 1.8 19 41 7.6 +1.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -13 9.9 +3.5
LRGF iShares U.S. Equity Factor ETF 1.8 8 52 5.8 -0.6
CSMD Congress SMid Growth ETF 1.8 69 -9 4.2 -2.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 22 7.7 +1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 25 7.7 +1.3
PRNT 3D Printing ETF 1.7 66 -6 1.5 -4.9
RUNN Running Oak Efficient Growth ETF 1.7 58 2 4.9 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 46 5.2 -1.2
DFAU Dimensional US Core Equity Market ETF 1.7 12 48 5.5 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -19 4.3 -2.1
DEMZ Democratic Large Cap Core ETF 1.7 45 15 4.6 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 45 5.1 -1.4
SHE SPDR MSCI USA Gender Diversity ETF 1.7 20 40 5.2 -1.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.7 25 35 7.4 +1.0
CGGO Capital Group Global Growth Equity ETF 1.7 47 13 5.0 -1.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.7 35 25 9.6 +3.2
SSPY Syntax Stratified LargeCap ETF 1.7 30 30 6.6 +0.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.7 65 -5 5.4 -1.1
FQAL Fidelity Quality Factor ETF 1.7 15 45 5.9 -0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 35 7.8 +1.4
KRMA Global X Conscious Companies ETF 1.7 43 17 6.1 -0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 40 5.3 -1.1
VBK Vanguard Small-Cap Growth ETF 1.7 7 53 1.7 -4.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 51 5.0 -1.4
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 0 9.6 +3.2
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 31 9.8 +3.4
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 50 5.4 -1.0
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 45 5.3 -1.1
APUE ActivePassive U.S. Equity ETF 1.7 45 15 4.9 -1.5
SUSA iShares MSCI USA ESG Select ETF 1.6 25 35 5.0 -1.4
ROUS Hartford Multifactor US Equity ETF 1.6 19 41 7.2 +0.8
MBOX Freedom Day Dividend ETF 1.6 39 21 7.4 +1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.6 18 42 4.9 -1.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.6 61 -1 7.1 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 48 4.8 -1.6
SMMD iShares Russell 2500 ETF 1.6 15 45 6.2 -0.2
VYM Vanguard High Dividend Yield Index ETF 1.6 6 54 7.3 +0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 0 2.1 -4.3
PKW Invesco Buyback Achievers ETF 1.6 62 -2 8.0 +1.5
DURA VanEck Durable High Dividend ETF 1.6 29 31 8.5 +2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 51 4.0 -2.4
AFLG First Trust Active Factor Large Cap ETF 1.6 55 5 6.2 -0.2
URNJ Sprott Junior Uranium Miners ETF 1.6 80 -20 -4.4 -10.8
NLR VanEck Uranium+Nuclear Energy ETF 1.6 61 -1 3.4 -3.1
URA Global X Uranium ETF 1.6 69 -9 3.5 -3.0
ION ProShares S&P Global Core Battery Metals ETF 1.6 58 2 11.2 +4.8
ACES ALPS Clean Energy ETF 1.6 55 5 -4.2 -10.6
LITP Sprott Lithium Miners ETF 1.6 65 -5 4.8 -1.6
LIT Global X Lithium & Battery Tech ETF 1.6 75 -15 5.9 -0.5
IDRV iShares Self-driving EV & Tech ETF 1.6 47 13 2.5 -3.9
ILIT iShares Lithium Miners and Producers ETF 1.6 47 13 7.0 +0.6
LIMI Themes Lithium & Battery Metal Miners ETF 1.6 35 25 0.0 -6.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 31 6.4 +0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 57 5.5 -0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 51 4.4 -2.0
FVAL Fidelity Value Factor ETF 1.6 15 45 7.3 +0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 4 6.3 -0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 52 5.3 -1.2
DFUS Dimensional U.S. Equity ETF 1.6 9 51 5.3 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 47 5.5 -1.0
FDWM Fidelity Women's Leadership ETF 1.5 59 1 3.2 -3.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.5 30 30 7.4 +1.0
FDMO Fidelity Momentum Factor ETF 1.5 15 45 4.1 -2.4
IWV iShares Russell 3000 ETF 1.5 20 40 5.0 -1.4
VTHR Vanguard Russell 3000 ETF 1.5 10 50 5.2 -1.2
QQQ Invesco QQQ Trust Series I 1.5 20 40 4.6 -1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 57 5.2 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 53 5.2 -1.2
VTI Vanguard Total Stock Market ETF 1.5 3 57 5.2 -1.2
PWB Invesco Large Cap Growth ETF 1.5 56 4 3.2 -3.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.5 25 35 5.9 -0.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.5 35 25 6.9 +0.5
QQQM Invesco NASDAQ 100 ETF 1.5 15 45 4.6 -1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.5 15 45 4.3 -2.1
IWB iShares Russell 1000 ETF 1.5 15 45 5.2 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -10 2.8 -3.6
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 42 5.8 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 47 3.4 -3.0
PBUS Invesco MSCI USA ETF 1.5 4 56 5.2 -1.2
VONE Vanguard Russell 1000 ETF 1.5 8 52 5.3 -1.1
IYY iShares Dow Jones U.S. ETF 1.5 20 40 5.1 -1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 49 5.2 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 31 5.1 -1.3
SFYX SoFi Next 500 ETF 1.5 0 60 3.6 -2.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 51 4.7 -1.7
TTAC FCF US Quality ETF 1.4 59 1 6.1 -0.3
OPTZ Optimize Strategy Index ETF 1.4 50 10 5.3 -1.1
XVV iShares ESG Screened S&P 500 ETF 1.4 8 52 5.1 -1.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 40 5.0 -1.4
VFMF Vanguard U.S. Multifactor ETF 1.4 18 42 8.5 +2.1
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 51 5.0 -1.4
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 57 5.2 -1.2
XRT SPDR S&P Retail ETF 1.4 35 25 9.6 +3.2
VOO Vanguard S&P 500 ETF 1.4 3 57 5.3 -1.1
IVV iShares Core S&P 500 ETF 1.4 3 57 5.3 -1.1
JEPI JPMorgan Equity Premium Income ETF 1.4 35 25 5.4 -1.0
SPY SPDR S&P 500 ETF Trust 1.4 9 51 5.2 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 48 6.0 -0.5
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 58 5.3 -1.1
RWL Invesco S&P 500 Revenue ETF 1.4 39 21 7.0 +0.6
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 45 5.1 -1.3
EES WisdomTree U.S. SmallCap Fund 1.4 38 22 9.1 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -15 5.2 -1.3
PINK Simplify Health Care ETF 1.4 50 10 0.9 -5.5
PDP Invesco Dorsey Wright Momentum ETF 1.4 62 -2 3.6 -2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.4 11 49 5.4 -1.0
FDLO Fidelity Low Volatility Factor ETF 1.4 15 45 5.4 -1.1
VOTE TCW Transform 500 ETF 1.4 5 55 5.2 -1.2
PEY Invesco High Yield Equity Dividend Achievers ETF 1.4 52 8 9.9 +3.5
JAVA JPMorgan Active Value ETF 1.4 44 16 6.3 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 58 5.3 -1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 0 6.3 -0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 60 5.3 -1.2
PSET Principal Quality ETF 1.3 15 45 5.7 -0.7
VV Vanguard Large-Cap ETF 1.3 4 56 5.2 -1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 24 5.1 -1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 45 5.7 -0.7
CCMG CCM Global Equity ETF 1.3 34 26 8.5 +2.1
ROSC Hartford Multifactor Small Cap ETF 1.3 34 26 9.0 +2.6
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -29 4.5 -1.9
GURU Global X Guru Index ETF 1.3 75 -15 4.2 -2.2
SPVU Invesco S&P 500 Enhanced Value ETF 1.3 13 47 10.5 +4.1
GSPY Gotham Enhanced 500 ETF 1.3 50 10 5.5 -0.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 35 9.9 +3.5
STRV Strive 500 ETF 1.3 5 55 5.2 -1.2
OSCV Opus Small Cap Value ETF 1.3 79 -19 6.7 +0.3
JVAL JPMorgan U.S. Value Factor ETF 1.2 12 48 8.5 +2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 53 5.2 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 51 5.6 -0.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 55 7.1 +0.7
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 50 6.1 -0.3
RVRB Reverb ETF 1.2 30 30 3.7 -2.7
URAN Themes Uranium & Nuclear ETF 1.2 35 25 2.7 -3.7
AVSU Avantis Responsible U.S. Equity ETF 1.2 15 45 6.4 -0.0
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 45 7.6 +1.2
WLDR Affinity World Leaders Equity ETF 1.2 67 -7 8.3 +1.9
SFY SoFi Select 500 ETF 1.2 0 60 4.8 -1.6
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 -15 8.4 +2.0
DIVB iShares Core Dividend ETF 1.1 5 55 7.7 +1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 25 10.9 +4.5
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 32 6.2 -0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.1 60 0 7.1 +0.7
IWL iShares Russell Top 200 ETF 1.1 15 45 5.1 -1.4
STXG Strive 1000 Growth ETF 1.1 18 42 4.2 -2.2
VLUE iShares MSCI USA Value Factor ETF 1.1 15 45 10.2 +3.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 25 4.5 -1.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.1 58 2 4.3 -2.1
SCHB Schwab U.S. Broad Market ETF 1.1 3 57 5.3 -1.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 53 8.2 +1.8
TMFX Motley Fool Next Index ETF 1.1 50 10 3.2 -3.2
EQWL Invesco S&P 100 Equal Weight ETF 1.1 25 35 6.2 -0.2
TOK iShares MSCI Kokusai ETF 1.1 26 34 5.2 -1.3
SVAL iShares US Small Cap Value Factor ETF 1.1 20 40 11.0 +4.6
ETHO Etho Climate Leadership U.S. ETF 1.1 47 13 5.5 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 51 5.5 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -15 3.7 -2.7
SCHK Schwab 1000 Index ETF 1.1 5 55 5.3 -1.1
FLRG Fidelity U.S. Multifactor ETF 1.1 15 45 7.1 +0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.1 60 0 4.7 -1.8
VALQ American Century U.S. Quality Value ETF 1.1 29 31 7.6 +1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 48 4.5 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 41 6.5 +0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -19 5.2 -1.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 23 5.9 -0.5
URTH iShares MSCI World ETF 1.0 24 36 5.5 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 10 4.3 -2.1
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -15 5.4 -1.1
OALC OneAscent Large Cap Core ETF 1.0 86 -26 4.6 -1.8
VUSE Vident U.S. Equity Strategy ETF 1.0 50 10 4.8 -1.6
MGC Vanguard Mega Cap ETF 1.0 7 53 5.1 -1.3
SCHX Schwab U.S. Large-Cap ETF 1.0 3 57 5.3 -1.1
RECS Columbia Research Enhanced Core ETF 1.0 15 45 6.2 -0.3
THRO iShares U.S. Thematic Rotation Active ETF 1.0 90 -30 4.4 -2.1
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 34 3.7 -2.7
QGRO American Century U.S. Quality Growth ETF 1.0 29 31 3.8 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -4 2.4 -4.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 45 5.7 -0.7
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 45 5.8 -0.6
KOMP SPDR S&P Kensho New Economies Composite ETF 0.9 20 40 3.7 -2.7
VT Vanguard Total World Stock ETF 0.9 7 53 6.3 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 54 4.1 -2.3
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 31 5.0 -1.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 11 12.7 +6.3
ROE Astoria US Quality Kings ETF 0.9 49 11 7.0 +0.6
PPA Invesco Aerospace & Defense ETF 0.9 58 2 3.0 -3.4
ACWI iShares MSCI ACWI ETF 0.9 32 28 6.0 -0.4
IYJ iShares U.S. Industrials ETF 0.9 40 20 4.8 -1.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 39 4.3 -2.2
EPS WisdomTree U.S. LargeCap Fund 0.9 8 52 6.1 -0.3
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 -3 7.7 +1.3
IOO iShares Global 100 ETF 0.9 41 19 5.4 -1.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 25 9.2 +2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 51 6.1 -0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 0 1.2 -5.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 30 8.6 +2.2
DHS WisdomTree U.S. High Dividend Fund 0.9 38 22 7.8 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 0.9 15 45 5.5 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 11 4.9 -1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 11 4.7 -1.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 30 7.6 +1.2
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 42 5.6 -0.8
FBCV Fidelity Blue Chip Value ETF 0.8 59 1 7.5 +1.1
XLG Invesco S&P 500 Top 50 ETF 0.8 20 40 5.1 -1.4
BUL Pacer US Cash Cows Growth ETF 0.8 60 0 6.7 +0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.8 29 31 4.8 -1.6
CZAR Themes Natural Monopoly ETF 0.8 35 25 2.8 -3.6
ITAN Sparkline Intangible Value ETF 0.8 50 10 6.5 +0.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 42 4.5 -2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 32 5.9 -0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.8 50 10 8.3 +1.9
XT iShares Exponential Technologies ETF 0.8 46 14 5.5 -0.9
HDUS Hartford Disciplined US Equity ETF 0.7 19 41 5.9 -0.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 13 9.8 +3.3
GLOF iShares Global Equity Factor ETF 0.7 20 40 6.8 +0.4
ILCG iShares Morningstar Growth ETF 0.7 4 56 4.1 -2.3
SRHQ SRH U.S. Quality ETF 0.7 35 25 7.6 +1.1
VUG Vanguard Growth ETF 0.7 4 56 4.3 -2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.7 15 45 6.4 +0.0
USCF Themes US Cash Flow Champions ETF 0.7 29 31 6.6 +0.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.7 39 21 -1.1 -7.5
HOMZ Hoya Capital Housing ETF 0.7 30 30 6.3 -0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 25 14.1 +7.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -15 4.2 -2.2
OEF iShares S&P 100 ETF 0.7 20 40 5.1 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 50 5.4 -1.0
EQIN Columbia US Equity Income ETF 0.6 35 25 6.8 +0.4
CGGR Capital Group Growth ETF 0.6 39 21 3.7 -2.8
QDF FlexShares Quality Dividend Index Fund 0.6 37 23 6.2 -0.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.6 20 40 4.5 -1.9
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 37 3.7 -2.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 28 5.2 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 40 6.0 -0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 48 8.1 +1.7
DGT SPDR Global Dow ETF 0.6 50 10 7.5 +1.1
XMMO Invesco S&P MidCap Momentum ETF 0.6 34 26 5.6 -0.9
PSCI Invesco S&P SmallCap Industrials ETF 0.6 29 31 5.9 -0.6
USMF WisdomTree U.S. Multifactor Fund 0.6 28 32 6.7 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -20 4.7 -1.7
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 25 5.6 -0.8
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -20 12.6 +6.2
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 11 5.9 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 30 5.9 -0.5
SCHD Schwab US Dividend Equity ETF 0.5 6 54 9.4 +3.0
SPMV Invesco S&P 500 Minimum Variance ETF 0.5 10 50 4.9 -1.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 40 -9.4 -15.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 40 5.9 -0.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 25 6.1 -0.4
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -10 6.0 -0.4
GINX SGI Enhanced Global Income ETF 0.5 98 -38 7.3 +0.9
DEW WisdomTree Global High Dividend Fund 0.5 58 2 7.7 +1.3
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 11 5.9 -0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 30 7.0 +0.6
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 18 4.1 -2.3
MGK Vanguard Mega Cap Growth ETF 0.4 7 53 4.5 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -20 5.7 -0.7
DISV Dimensional International Small Cap Value ETF 0.4 42 18 9.7 +3.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.4 40 20 4.6 -1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 48 4.8 -1.6
SPMO Invesco S&P 500 Momentum ETF 0.3 13 47 4.2 -2.2
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -65 6.9 +0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 48 5.1 -1.3
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 25 5.3 -1.1
SPHQ Invesco S&P 500 Quality ETF 0.3 15 45 5.3 -1.1
FBCG Fidelity Blue Chip Growth ETF 0.3 59 1 3.4 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 45 4.5 -1.9
TMFC Motley Fool 100 Index ETF 0.3 50 10 4.1 -2.3
FPX First Trust US Equity Opportunities ETF 0.3 61 -1 1.3 -5.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.3 10 50 3.3 -3.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 46 6.7 +0.3
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 56 4.7 -1.7
IWF iShares Russell 1000 Growth ETF 0.3 19 41 4.8 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.3 8 52 4.9 -1.5
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 22 4.9 -1.5
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 45 3.9 -2.5
DFIV Dimensional International Value ETF 0.2 27 33 10.4 +4.0
DFIS Dimensional International Small Cap ETF 0.2 39 21 7.9 +1.5
DUHP Dimensional US High Profitability ETF 0.2 21 39 6.6 +0.2
IWY iShares Russell Top 200 Growth ETF 0.2 20 40 4.9 -1.5
IWC iShares Micro-Cap ETF 0.2 60 0 -1.1 -7.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 35 6.0 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 1 2.8 -3.6
HDV iShares Core High Dividend ETF 0.2 8 52 6.7 +0.3
TXS Texas Capital Texas Equity Index ETF 0.2 49 11 5.1 -1.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 42 5.2 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 56 4.4 -2.0
WRND IQ Global Equity R&D Leaders ETF 0.1 18 42 7.9 +1.5
VDE Vanguard Energy ETF 0.1 10 50 8.8 +2.3
AVSD Avantis Responsible International Equity ETF 0.1 23 37 6.8 +0.4
FENY Fidelity MSCI Energy Index ETF 0.1 8 52 8.8 +2.4
DFIC Dimensional International Core Equity 2 ETF 0.1 23 37 7.9 +1.5
VOOG Vanguard S&P 500 Growth ETF 0.1 10 50 4.6 -1.8
IVW iShares S&P 500 Growth ETF 0.1 18 42 4.5 -1.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1 4 56 4.7 -1.8
TAX Cambria Tax Aware ETF 0.1 49 11 5.4 -1.0
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 36 6.6 +0.2
VCR Vanguard Consumer Discretionary ETF 0.1 10 50 4.9 -1.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 52 4.9 -1.5
IEDI iShares U.S. Consumer Focused ETF 0.1 18 42 5.3 -1.1
FILL iShares MSCI Global Energy Producers ETF 0.1 39 21 11.4 +5.0
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 20 4.1 -2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 30 8.6 +2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 0.1 45 15 9.2 +2.8
DFAI Dimensional International Core Equity Market ETF 0.1 18 42 7.6 +1.2
HLGE Hartford Longevity Economy ETF 0.1 44 16 5.5 -0.9
AVDE Avantis International Equity ETF 0.0 23 37 8.0 +1.6
JGRO JPMorgan Active Growth ETF 0.0 44 16 3.9 -2.5
FIDU Fidelity MSCI Industrial Index ETF 0.0 8 52 4.9 -1.6
VIS Vanguard Industrials ETF 0.0 10 50 4.9 -1.5
QLC FlexShares US Quality Large Cap Index Fund 0.0 25 35 5.9 -0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 13 5.7 -0.8
GWX SPDR S&P International Small Cap ETF 0.0 40 20 6.7 +0.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 57 7.5 +1.1

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

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RESULTS & ESTIMATES

  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:

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 15.3 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.58
 
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.