Invesco Dorsey Wright Basic Materials Momentum ETF
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.3x P/Sales
ratio		 1.6x
P/BV
ratio		 2.2x Div.
yield		 1.5%


  • 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) $49
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 43
Wgt avg mkt cap (mns) $24,133
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 5.7 %
AVERY DENNISON CORP 4.7 %
LINDE PLC 4.6 %
CORTEVA INC 4.1 %
RELIANCE STEEL & ALUMINUM 3.6 %
CF INDUSTRIES HOLDINGS INC 3.5 %
ALLEGHENY TECHNOLOGIES INC 3.3 %
EASTMAN CHEMICAL COMPANY 2.9 %
NEWMONT MINING CORP 2.9 %
NUCOR CORP 2.8 %
Total 38.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.2 %
BRITAIN 4.6 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.6% -4.9% 12.7% 5.5% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 1.42 72%
MSCI EAFE 1.34 67%
MSCI Emg. Mkts. 0.98 36%

Technical Indicators
Recent close $88.22
30d moving avg. $81.34
Annualized volatility 27.8%
Short interest (ETF) 0.1%
Short interest (Underlying) 4.5%
Relative strength (RSI) 51

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 704 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™: 7.1%


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 41.8 61 -1 11.5 +4.3
IYM iShares U.S. Basic Materials ETF 40.8 40 20 6.9 -0.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 39.1 40 20 7.8 +0.7
VAW Vanguard Materials ETF 38.3 10 50 6.5 -0.7
FMAT Fidelity MSCI Materials Index ETF 37.9 8 52 6.5 -0.7
XME SPDR S&P Metals & Mining ETF 35.3 35 25 9.8 +2.6
XLB Materials Select Sector SPDR Fund 33.4 8 52 6.2 -0.9
MXI iShares Global Materials ETF 21.0 41 19 8.0 +0.9
NANR SPDR S&P North American Natural Resources ETF 19.3 35 25 8.7 +1.6
PSCM Invesco S&P SmallCap Materials ETF 18.7 29 31 14.3 +7.1
SLX VanEck Steel ETF 18.0 56 4 16.7 +9.5
IVEG iShares Emergent Food and AgTech Multisector ETF 16.5 47 13 9.0 +1.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 15.0 60 0 9.4 +2.3
GNR SPDR S&P Global Natural Resources ETF 11.8 40 20 11.7 +4.6
FTAG First Trust Indxx Global Agriculture ETF 11.3 70 -10 8.4 +1.3
MOO VanEck Agribusiness ETF 11.3 53 7 10.5 +3.4
CUT Invesco MSCI Global Timber ETF 11.1 61 -1 10.1 +3.0
VEGI iShares MSCI Agriculture Producers ETF 10.8 39 21 8.6 +1.4
ZIG Acquirers Fund 10.6 84 -24 20.5 +13.4
FTWO Strive FAANG 2.0 ETF 10.3 49 11 4.8 -2.3
FTDS First Trust Dividend Strength ETF 9.8 70 -10 7.8 +0.7
HAP VanEck Natural Resources ETF 9.7 50 10 10.1 +3.0
EQRR ProShares Equities for Rising Rates ETF 9.6 35 25 8.3 +1.2
LYLD Cambria Large Cap Shareholder Yield ETF 9.4 59 1 9.9 +2.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 9.3 46 14 10.6 +3.5
PAVE Global X U.S. Infrastructure Development ETF 9.3 47 13 5.7 -1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 8.8 39 21 14.0 +6.9
PEXL Pacer US Export Leaders ETF 8.8 60 0 5.0 -2.2
ABLD Abacus FCF Real Assets Leaders ETF 8.1 69 -9 6.7 -0.4
SYLD Cambria Shareholder Yield ETF 7.9 59 1 11.8 +4.7
RSHO Tema American Reshoring ETF 7.9 75 -15 4.9 -2.3
AGMI Themes Silver Miners ETF 7.8 35 25 6.3 -0.8
BRIF FIS Bright Portfolios Focused Equity ETF 7.5 65 -5 4.6 -2.5
GDX VanEck Gold Miners ETF 7.2 51 9 4.8 -2.4
HWAY Themes US Infrastructure ETF 7.2 29 31 6.7 -0.5
TPHD Timothy Plan High Dividend Stock ETF 7.2 52 8 7.0 -0.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 7.2 54 6 7.3 +0.2
SYNB Putnam BioRevolution ETF 7.1 70 -10 2.9 -4.2
SPGP Invesco S&P 500 GARP ETF 6.8 34 26 9.5 +2.3
ABEQ Absolute Select Value ETF 6.7 85 -25 4.8 -2.4
SLVP iShares MSCI Global Silver Miners ETF 6.7 39 21 6.2 -0.9
FTRI First Trust Indxx Global Natural Resources Income ETF 6.7 70 -10 8.6 +1.5
SILJ ETFMG Prime Junior Silver Miners ETF 6.6 69 -9 2.7 -4.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.4 24 36 8.2 +1.1
ECML Euclidean Fundamental Value ETF 6.4 95 -35 13.1 +5.9
HKND Humankind US Stock ETF 6.3 11 49 7.4 +0.3
WTV WisdomTree US Value Fund of Benef Interest 6.3 12 48 9.3 +2.2
CCNR ALPS CoreCommodity Natural Resources ETF 6.2 39 21 12.1 +4.9
KROP Global X AgTech & Food Innovation ETF 6.2 50 10 6.3 -0.8
FTCS First Trust Capital Strength ETF 6.0 55 5 5.6 -1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.0 35 25 6.0 -1.1
XMHQ Invesco S&P MidCap Quality ETF 5.9 25 35 6.8 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.9 40 20 6.2 -1.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.8 75 -15 5.8 -1.3
SGDM Sprott Gold Miners ETF 5.8 50 10 4.6 -2.6
CCSO Carbon Collective Climate Solutions US Equity ETF 5.7 35 25 1.2 -5.9
SMOT VanEck Morningstar SMID Moat ETF 5.7 49 11 6.9 -0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.7 18 42 7.8 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 5.6 20 40 7.1 -0.1
IFRA iShares U.S. Infrastructure ETF 5.6 30 30 6.5 -0.6
SURE AdvisorShares Insiders Advantage ETF 5.6 90 -30 9.9 +2.8
CZA Invesco Zacks Mid-Cap ETF 5.6 72 -12 6.5 -0.7
MDCP VictoryShares THB Mid Cap ESG ETF 5.6 55 5 5.8 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 0 5.9 -1.3
QVAL Alpha Architect US Quantitative Value ETF 5.6 39 21 10.0 +2.9
DSMC Distillate Small/Mid Cash Flow ETF 5.4 55 5 13.5 +6.4
IGE iShares North American Natural Resources ETF 5.3 41 19 8.1 +1.0
FTA First Trust Large Cap Value AlphaDEX Fund 5.3 59 1 9.3 +2.2
VSDA VictoryShares Dividend Accelerator ETF 5.3 35 25 7.0 -0.1
ANEW ProShares MSCI Transformational Changes ETF 5.3 45 15 6.2 -0.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.2 35 25 5.3 -1.8
IBAT iShares Energy Storage & Materials ETF 5.1 47 13 5.6 -1.5
SMAP Amplify Small-Mid Cap Equity ETF 5.1 60 0 5.5 -1.6
VOE Vanguard Mid-Cap Value ETF 5.0 7 53 7.8 +0.6
IVRA Invesco Real Assets ESG ETF 5.0 59 1 5.9 -1.2
MVAL VanEck Morningstar Wide Moat Value ETF 5.0 49 11 6.6 -0.5
GOEX Global X Gold Explorers ETF 4.9 65 -5 4.8 -2.4
SIL Global X Silver Miners ETF 4.9 65 -5 3.4 -3.7
MOAT VanEck Morningstar Wide Moat ETF 4.9 46 14 5.9 -1.3
FCPI Fidelity Stocks for Inflation ETF 4.9 15 45 7.6 +0.4
SAGP Strategas Global Policy Opportunities ETF 4.8 65 -5 5.4 -1.8
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 22 8.9 +1.8
WOOD iShares Global Timber & Forestry ETF 4.8 42 18 11.8 +4.7
IMCV iShares Morningstar Mid-Cap Value ETF 4.7 6 54 8.4 +1.2
RING iShares MSCI Global Gold Miners ETF 4.7 39 21 6.2 -1.0
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 4.7 85 -25 10.5 +3.3
RPV Invesco S&P 500 Pure Value ETF 4.6 35 25 10.8 +3.7
OSEA Harbor International Compounders ETF 4.6 55 5 4.7 -2.5
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 25 6.4 -0.7
CGDV Capital Group Dividend Value ETF 4.4 33 27 4.8 -2.3
NIXT Research Affiliates Deletions ETF 4.3 9 51 5.8 -1.4
DVND Touchstone Dividend Select ETF 4.2 67 -7 6.0 -1.1
NUMV Nuveen ESG Mid-Cap Value ETF 4.2 31 29 7.1 -0.1
SDOG ALPS Sector Dividend Dogs ETF 4.2 36 24 9.5 +2.4
MAGA Point Bridge America First ETF 4.2 72 -12 6.0 -1.1
CVAR Cultivar ETF 4.2 87 -27 7.2 +0.1
XSHQ Invesco S&P SmallCap Quality ETF 4.1 29 31 8.3 +1.2
FTXG First Trust Nasdaq Food & Beverage ETF 4.1 60 0 6.7 -0.4
PBJ Invesco Food & Beverage ETF 4.1 57 3 4.8 -2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.1 29 31 8.9 +1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 4.1 67 -7 10.5 +3.3
FNK First Trust Mid Cap Value AlphaDEX Fund 4.1 70 -10 11.7 +4.5
CALF Pacer US Small Cap Cash Cows 100 ETF 4.1 59 1 11.5 +4.4
SDY SPDR S&P Dividend ETF 4.1 35 25 6.5 -0.6
STXM Strive Mid-Cap ETF 4.1 18 42 6.5 -0.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 21 3.7 -3.4
SETM Sprott Energy Transition Materials ETF 4.0 65 -5 4.4 -2.7
SCHM Schwab U.S. Mid-Cap ETF 4.0 4 56 6.9 -0.3
MOTG VanEck Morningstar Global Wide Moat ETF 4.0 52 8 6.9 -0.3
GDXJ VanEck Junior Gold Miners ETF 3.9 52 8 5.1 -2.0
BEEZ Honeytree U.S. Equity ETF 3.9 64 -4 3.6 -3.6
FIW First Trust Water ETF 3.9 53 7 4.8 -2.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.9 40 20 7.2 +0.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.9 60 0 5.9 -1.2
RNMC First Trust Mid Cap US Equity Select ETF 3.8 60 0 6.2 -0.9
LVOL American Century Low Volatility ETF 3.8 29 31 4.9 -2.2
VBR Vanguard Small Cap Value ETF 3.8 7 53 9.4 +2.3
FSCS First Trust SMID Capital Strength ETF 3.8 60 0 6.9 -0.3
COWS Amplify Cash Flow Dividend Leaders ETF 3.7 0 60 12.6 +5.5
DFLV Dimensional US Large Cap Value ETF 3.7 22 38 8.2 +1.0
DIVL Madison Dividend Value ETF 3.7 65 -5 5.8 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.7 15 45 7.5 +0.4
IJS iShares S&P Small-Cap 600 Value ETF 3.6 18 42 10.5 +3.3
IJJ iShares S&P Mid-Cap 400 Value ETF 3.6 18 42 9.2 +2.0
MDY SPDR S&P Midcap 400 ETF Trust 3.6 24 36 7.4 +0.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.6 35 25 7.1 +0.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.6 25 35 11.8 +4.7
IJH iShares Core S&P Mid-Cap ETF 3.6 5 55 7.6 +0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 3.6 17 43 6.0 -1.2
GSFP Goldman Sachs Future Planet Equity ETF 3.6 75 -15 4.7 -2.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 8 5.5 -1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 2 5.4 -1.7
MDYV SPDR S&P 400 Mid Cap Value ETF 3.6 15 45 9.2 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 3.5 12 48 7.3 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.5 15 45 6.0 -1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 3.5 10 50 7.6 +0.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.5 3 57 7.6 +0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.5 15 45 9.2 +2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 53 6.3 -0.8
GVLU Gotham 1000 Value ETF 3.5 50 10 9.1 +2.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.4 15 45 6.0 -1.1
WDNA WisdomTree BioRevolution Fund 3.4 45 15 -1.7 -8.8
SLYV SPDR S&P 600 Small Cap Value ETF 3.4 15 45 10.5 +3.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.4 15 45 10.5 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.4 70 -10 4.6 -2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.4 4 56 6.3 -0.8
DFUV Dimensional US Marketwide Value ETF 3.4 22 38 8.0 +0.8
IWS iShares Russell Mid-Cap Value ETF 3.3 23 37 6.9 -0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.3 15 45 7.5 +0.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.3 15 45 7.0 -0.2
ONEY SPDR Russell 1000 Yield Focus ETF 3.3 20 40 9.8 +2.6
PTL Inspire 500 ETF 3.3 9 51 5.5 -1.6
PBW Invesco WilderHill Clean Energy ETF 3.3 66 -6 -5.2 -12.3
DSTL Distillate US Fundamental Stability & Value ETF 3.3 39 21 8.4 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 54 2.9 -4.2
CGUS Capital Group Core Equity ETF 3.2 33 27 4.6 -2.6
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 33 9.3 +2.2
MOTE VanEck Morningstar ESG Moat ETF 3.2 49 11 5.8 -1.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.2 12 48 5.6 -1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.2 15 45 8.2 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 3.2 29 31 7.5 +0.4
XMMO Invesco S&P MidCap Momentum ETF 3.2 34 26 5.5 -1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 40 7.6 +0.5
DFAS Dimensional U.S. Small Cap ETF 3.1 26 34 6.8 -0.4
IJR iShares Core S&P Small Cap ETF 3.1 6 54 8.0 +0.9
RDVY First Trust Rising Dividend Achievers ETF 3.1 50 10 7.6 +0.5
RNSC Furst Trust Small Cap US Equity Select ETF 3.1 60 0 5.9 -1.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.1 59 1 6.2 -1.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 51 6.2 -1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.1 75 -15 7.3 +0.2
PY Principal Value ETF 3.1 15 45 7.4 +0.3
VFQY Vanguard U.S. Quality Factor ETF 3.1 13 47 6.4 -0.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.1 38 22 10.5 +3.3
QDIV Global X S&P 500 Quality Dividend ETF 3.0 20 40 8.5 +1.3
TPSC Timothy Plan US Small Cap Core ETF 3.0 52 8 7.1 -0.0
VB Vanguard Small-Cap ETF 3.0 5 55 6.3 -0.8
BDIV AAM Brentview Dividend Growth ETF 3.0 49 11 4.7 -2.4
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 0 7.8 +0.7
VIOO Vanguard S&P Small-Cap 600 ETF 3.0 10 50 8.0 +0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 3.0 20 40 5.7 -1.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 35 5.2 -1.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.0 3 57 8.1 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 35 5.2 -1.9
ALTL Pacer Lunt Large Cap Alternator ETF 2.9 60 0 5.0 -2.2
KONG Formidable Fortress ETF 2.9 89 -29 5.9 -1.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.9 65 -5 5.1 -2.1
FEOE First Eagle Overseas Equity ETF 2.9 79 -19 8.4 +1.2
BFOR ALPS Barron's 400 ETF 2.9 65 -5 6.1 -1.1
ESIX SPDR S&P SmallCap 600 ESG ETF 2.9 12 48 8.6 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 2.9 25 35 8.2 +1.1
BGDV Bahl & Gaynor Dividend ETF 2.9 45 15 4.9 -2.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 43 6.1 -1.1
NUSC Nuveen ESG Small-Cap ETF 2.9 31 29 5.6 -1.6
CGW Invesco S&P Global Water Index ETF 2.9 57 3 4.7 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.9 15 45 6.5 -0.6
TMFM Motley Fool Mid-Cap Growth ETF 2.9 85 -25 3.6 -3.5
ICOP iShares Copper and Metals Mining ETF 2.9 47 13 9.8 +2.7
TIME Clockwise Core Equity & Innovation ETF 2.9 95 -35 2.8 -4.4
WCEO Hypatia Women CEO ETF 2.9 85 -25 4.8 -2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.8 80 -20 8.1 +0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.8 35 25 8.1 +0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 36 8.0 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 2.8 18 42 6.9 -0.2
VO Vanguard Mid-Cap ETF 2.8 4 56 5.9 -1.2
FESM Fidelity Enhanced Small Cap ETF 2.8 28 32 8.1 +0.9
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 40 6.5 -0.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 0 10.1 +3.0
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 17 4.3 -2.8
TINT ProShares Smart Materials ETF 2.8 58 2 7.7 +0.6
BIBL Inspire 100 ETF 2.7 35 25 5.3 -1.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 25 5.9 -1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 20 5.9 -1.3
IMCB iShares Morningstar Mid-Cap ETF 2.7 4 56 6.1 -1.0
INCE Franklin Income Equity Focus ETF 2.7 29 31 5.7 -1.4
XSLV Invesco S&P SmallCap Low Volatility ETF 2.7 25 35 7.8 +0.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 10 5.7 -1.5
HLAL Wahed FTSE USA Shariah ETF 2.7 50 10 5.0 -2.1
AFSM First Trust Active Factor Small Cap ETF 2.7 75 -15 7.7 +0.5
STXK Strive Small-Cap ETF 2.7 18 42 6.4 -0.7
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 43 7.0 -0.1
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 21 8.5 +1.3
ISCB iShares Morningstar Small-Cap ETF 2.7 4 56 6.3 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.7 4 56 6.3 -0.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.7 49 11 9.7 +2.6
DFAT Dimensional U.S. Targeted Value ETF 2.7 28 32 10.0 +2.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.6 60 0 8.2 +1.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.6 20 40 6.6 -0.5
IWR iShares Russell Midcap ETF 2.6 19 41 5.9 -1.2
IWO iShares Russell 2000 Growth ETF 2.6 24 36 1.4 -5.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.6 43 17 6.3 -0.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 42 5.7 -1.4
HELX Franklin Genomic Advancements ETF 2.6 50 10 -0.2 -7.3
VTWG Vanguard Russell 2000 Growth ETF 2.6 15 45 1.5 -5.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 48 6.7 -0.4
SIZE iShares MSCI USA Size Factor ETF 2.6 15 45 5.9 -1.2
IWD iShares Russell 1000 Value ETF 2.6 19 41 6.6 -0.5
VONV Vanguard Russell 1000 Value ETF 2.6 8 52 6.7 -0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.6 35 25 10.7 +3.6
IUSV iShares Core S&P US Value ETF 2.6 4 56 6.7 -0.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.6 68 -8 6.6 -0.5
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 51 6.2 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 18 6.5 -0.6
ISMD Inspire Small/Mid Cap ETF 2.5 54 6 6.1 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 15 45 5.8 -1.4
JGLO JPMorgan Global Select Equity ETF 2.5 33 27 5.1 -2.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.5 70 -10 4.8 -2.4
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 45 5.7 -1.4
CBSE Clough Select Equity ETF 2.5 85 -25 1.4 -5.7
MGRO VanEck Morningstar Wide Moat Growth ETF 2.5 49 11 4.4 -2.7
VOOV Vanguard S&P 500 Value ETF 2.5 10 50 6.5 -0.7
IVE iShares S&P 500 Value ETF 2.5 18 42 6.4 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 2.5 39 21 9.8 +2.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.5 4 56 6.5 -0.6
EBLU Ecofin Global Water ESG Fund 2.5 40 20 4.2 -2.9
EVX VanEck Environmental Services ETF 2.5 55 5 2.3 -4.8
RNEW VanEck Green Infrastructure ETF 2.5 45 15 -1.5 -8.7
PHO Invesco Water Resources ETF 2.5 60 0 4.6 -2.6
PIO Invesco Global Water ETF 2.5 75 -15 4.8 -2.3
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 2.5 60 0 4.2 -2.9
NUDV Nuveen ESG Dividend ETF 2.5 26 34 7.5 +0.4
JHSC John Hancock Multifactor Small Cap ETF 2.5 42 18 7.0 -0.2
VIG Vanguard Dividend Appreciation ETF 2.4 6 54 5.7 -1.4
SCHA Schwab U.S. Small-Cap ETF 2.4 4 56 6.5 -0.7
FEGE First Eagle Global Equity ETF 2.4 79 -19 7.2 +0.1
FMDE Fidelity Enhanced Mid Cap ETF 2.4 23 37 5.9 -1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 2.4 20 40 7.1 -0.1
FVD First Trust Value Line Dividend Index Fund 2.4 65 -5 6.2 -0.9
VTV Vanguard Value ETF 2.4 4 56 7.1 -0.1
VFVA Vanguard U.S. Value Factor ETF 2.4 13 47 11.5 +4.4
CAML Congress Large Cap Growth ETF 2.4 66 -6 3.2 -3.9
XMLV Invesco S&P MidCap Low Volatility ETF 2.4 25 35 7.8 +0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.4 39 21 6.1 -1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.4 39 21 10.0 +2.8
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.4 55 5 5.8 -1.3
FUNL CornerCap Fundametrics Large-Cap ETF 2.3 50 10 7.5 +0.4
SMRI Bushido Capital US Equity ETF 2.3 71 -11 9.5 +2.4
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 50 4.8 -2.3
DURA VanEck Durable High Dividend ETF 2.3 29 31 8.7 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 42 6.9 -0.2
NVIR Horizon Kinetics Energy and Remediation ETF 2.3 85 -25 6.7 -0.5
DVY iShares Select Dividend ETF 2.3 38 22 9.4 +2.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 45 6.1 -1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 0 7.3 +0.2
NULC Nuveen ESG Large-Cap ETF 2.3 21 39 4.9 -2.3
SFYX SoFi Next 500 ETF 2.3 0 60 5.9 -1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 21 6.7 -0.5
AVLV Avantis U.S. Large Cap Value ETF 2.2 15 45 8.0 +0.9
BLCV iShares Large Cap Value Active ETF 2.2 53 7 7.5 +0.4
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 34 6.4 -0.8
AVUV Avantis U.S. Small Cap Value ETF 2.2 25 35 10.5 +3.4
DFSV Dimensional US Small Cap Value ETF 2.2 31 29 10.8 +3.7
IPDP Dividend Performers ETF 2.2 122 -62 4.9 -2.3
IWX iShares Russell Top 200 Value ETF 2.2 20 40 6.4 -0.7
IYK iShares U.S. Consumer Staples ETF 2.2 40 20 6.1 -1.1
VXF Vanguard Extended Market ETF 2.2 6 54 5.0 -2.1
HAPS Harbor Human Capital Factor US Small Cap ETF 2.2 60 0 4.3 -2.9
FSMD Fidelity Small-Mid Multifactor ETF 2.1 15 45 7.3 +0.1
IWM iShares Russell 2000 ETF 2.1 19 41 4.7 -2.4
STXV Strive 1000 Value ETF 2.1 18 42 8.3 +1.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 48 7.6 +0.5
USRD Themes US R&D Champions ETF 2.1 29 31 5.0 -2.2
DGRW WisdomTree US Quality Dividend Growth Fund 2.1 28 32 5.7 -1.5
ULVM VictoryShares US Value Momentum ETF 2.1 20 40 7.4 +0.3
VTWO Vanguard Russell 2000 ETF 2.1 10 50 4.7 -2.4
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 43 5.8 -1.3
EZM WisdomTree U.S. MidCap Fund 2.1 38 22 9.4 +2.3
QTOP iShares Nasdaq Top 30 Stocks ETF 2.1 20 40 4.4 -2.7
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 54 9.7 +2.5
PKB Invesco Building & Construction ETF 2.1 62 -2 4.6 -2.5
QQMG Invesco ESG NASDAQ 100 ETF 2.1 20 40 4.3 -2.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.1 61 -1 6.8 -0.3
HYDR Global X Hydrogen ETF 2.1 50 10 -7.7 -14.8
BLCR iShares Large Cap Core Active ETF 2.1 36 24 4.0 -3.1
DIVZ TrueShares Low Volatility Equity Income ETF 2.1 65 -5 6.6 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 2.1 106 -46 12.3 +5.2
LCF Touchstone US Large Cap Focused ETF 2.1 69 -9 4.5 -2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.1 38 22 6.2 -0.9
DES WisdomTree U.S. SmallCap Dividend Fund 2.0 38 22 9.6 +2.5
RSSL Global X Russell 2000 ETF 2.0 8 52 4.7 -2.4
FFND Future Fund Active ETF 2.0 100 -40 4.6 -2.6
CHGX AXS Change Finance ESG ETF 2.0 49 11 4.9 -2.2
ILCV iShares Morningstar Value ETF 2.0 4 56 6.8 -0.3
IUS Invesco RAFI Strategic US ETF 2.0 19 41 6.9 -0.2
PFM Invesco Dividend Achievers ETF 2.0 53 7 5.4 -1.7
PSC Principal U.S. Small-Cap ETF 2.0 38 22 7.0 -0.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.0 72 -12 -0.9 -8.0
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -5 3.1 -4.0
DMAT Global X Disruptive Materials ETF 2.0 59 1 10.7 +3.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.0 58 2 -3.1 -10.2
REMX VanEck Rare Earth/Strategic Metals ETF 2.0 54 6 5.5 -1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.0 10 50 5.1 -2.0
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -16 5.1 -2.0
DFVX Dimensional US Large Cap Vector ETF 2.0 22 38 6.5 -0.7
STXD Strive 1000 Dividend Growth ETF 2.0 35 25 5.0 -2.1
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0 40 20 7.5 +0.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 25 4.3 -2.8
URA Global X Uranium ETF 2.0 69 -9 2.8 -4.4
URNJ Sprott Junior Uranium Miners ETF 2.0 80 -20 -3.9 -11.0
NLR VanEck Uranium+Nuclear Energy ETF 2.0 61 -1 2.8 -4.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -10 2.9 -4.3
AVUS Avantis U.S. Equity ETF 2.0 15 45 6.1 -1.1
REVS Columbia Research Enhanced Value ETF 2.0 19 41 7.9 +0.8
SUSL iShares ESG MSCI USA Leaders ETF 2.0 10 50 5.1 -2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.0 9 51 5.0 -2.2
PRF Invesco FTSE RAFI US 1000 ETF 1.9 39 21 7.1 -0.1
VBK Vanguard Small-Cap Growth ETF 1.9 7 53 1.9 -5.2
VCLN Virtus Duff & Phelps Clean Energy ETF 1.9 59 1 5.8 -1.3
JHML John Hancock Multifactor Large Cap ETF 1.9 29 31 5.5 -1.6
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 31 10.9 +3.8
FPAG FPA Global Equity ETF 1.9 49 11 6.1 -1.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.9 30 30 8.2 +1.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -35 0.6 -6.5
ROE Astoria US Quality Kings ETF 1.9 49 11 6.7 -0.4
DGRO iShares Core Dividend Growth ETF 1.9 8 52 6.6 -0.5
VFLO VictoryShares Free Cash Flow ETF 1.9 39 21 10.9 +3.7
MGMT Ballast Small/Mid Cap ETF 1.9 110 -50 9.4 +2.3
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -25 3.4 -3.7
DCOR Dimensional US Core Equity 1 ETF 1.9 14 46 5.6 -1.5
VLU SPDR S&P 1500 Value Tilt ETF 1.9 12 48 7.8 +0.6
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 12 4.8 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 51 5.7 -1.5
AIEQ AI Powered Equity ETF 1.9 75 -15 5.3 -1.9
SMMD iShares Russell 2500 ETF 1.9 15 45 6.6 -0.6
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -5 8.7 +1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 31 6.1 -1.0
OSCV Opus Small Cap Value ETF 1.9 79 -19 6.9 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 38 5.7 -1.5
IDAT iShares Future Cloud 5G and Tech ETF 1.8 47 13 5.0 -2.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.8 45 15 4.7 -2.5
FSST Fidelity Sustainable U.S. Equity ETF 1.8 59 1 4.6 -2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -5 3.4 -3.7
DSI iShares MSCI KLD 400 Social ETF 1.8 25 35 5.1 -2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 45 8.1 +1.0
WBIY WBI Power Factor High Dividend ETF 1.8 100 -40 17.1 +10.0
NDIV Amplify Natural Resources Dividend Income ETF 1.8 59 1 10.5 +3.3
CCMG CCM Global Equity ETF 1.8 34 26 8.8 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 35 7.4 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 35 8.2 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 45 4.4 -2.8
MBOX Freedom Day Dividend ETF 1.8 39 21 7.6 +0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 42 5.6 -1.5
BLES Inspire Global Hope ETF 1.8 61 -1 6.9 -0.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.8 35 25 9.4 +2.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 22 7.9 +0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 25 7.9 +0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 45 5.1 -2.0
GOP Unusual Whales Subversive Republican Trading ETF 1.7 50 10 6.1 -1.1
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 15 5.5 -1.6
RUNN Running Oak Efficient Growth ETF 1.7 58 2 4.8 -2.3
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 56 6.9 -0.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.7 60 0 4.2 -2.9
DEMZ Democratic Large Cap Core ETF 1.7 45 15 4.6 -2.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.7 35 25 11.4 +4.3
ACVF American Conservative Values ETF 1.7 75 -15 4.5 -2.7
YALL God Bless America ETF 1.7 65 -5 3.7 -3.4
VYM Vanguard High Dividend Yield Index ETF 1.7 6 54 7.4 +0.3
CGGO Capital Group Global Growth Equity ETF 1.7 47 13 4.9 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 46 5.1 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.7 25 35 7.4 +0.3
MGV Vanguard Mega Cap Value ETF 1.7 7 53 6.8 -0.3
URAN Themes Uranium & Nuclear ETF 1.7 35 25 2.2 -4.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.7 35 25 5.3 -1.8
SHE SPDR MSCI USA Gender Diversity ETF 1.7 20 40 5.1 -2.1
SUSA iShares MSCI USA ESG Select ETF 1.7 25 35 4.9 -2.2
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 20 5.6 -1.5
LRGF iShares U.S. Equity Factor ETF 1.7 8 52 5.7 -1.4
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 42 5.3 -1.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 -5 6.4 -0.7
SSPY Syntax Stratified LargeCap ETF 1.6 30 30 6.7 -0.4
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 45 5.3 -1.8
KRMA Global X Conscious Companies ETF 1.6 43 17 5.9 -1.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.6 59 1 6.3 -0.8
COWZ Pacer US Cash Cows 100 ETF 1.6 49 11 9.5 +2.4
APUE ActivePassive U.S. Equity ETF 1.6 45 15 4.9 -2.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -20 6.3 -0.8
ABLS Abacus FCF Small Cap Leaders ETF 1.6 59 1 6.2 -0.9
IWN iShares Russell 2000 Value ETF 1.6 24 36 8.1 +1.0
CSMD Congress SMid Growth ETF 1.6 69 -9 4.0 -3.1
AFLG First Trust Active Factor Large Cap ETF 1.6 55 5 6.2 -0.9
VTWV Vanguard Russell 2000 Value ETF 1.6 15 45 8.1 +1.0
PKW Invesco Buyback Achievers ETF 1.6 62 -2 7.6 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 48 4.6 -2.5
JVAL JPMorgan U.S. Value Factor ETF 1.6 12 48 8.6 +1.5
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 51 5.2 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 31 6.6 -0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 40 5.3 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 4 6.4 -0.7
PDP Invesco Dorsey Wright Momentum ETF 1.6 62 -2 3.7 -3.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 11 4.3 -2.9
DFAU Dimensional US Core Equity Market ETF 1.5 12 48 5.3 -1.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 47 5.7 -1.5
FDWM Fidelity Women's Leadership ETF 1.5 59 1 5.2 -2.0
ROUS Hartford Multifactor US Equity ETF 1.5 19 41 7.2 +0.0
FDMO Fidelity Momentum Factor ETF 1.5 15 45 3.9 -3.2
KLMN Invesco MSCI North America Climate ETF 1.5 9 51 5.2 -1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 71 -11 0.5 -6.6
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 50 5.3 -1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.5 15 45 4.8 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 49 5.3 -1.9
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 42 5.6 -1.5
HOMZ Hoya Capital Housing ETF 1.5 30 30 8.8 +1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 51 4.9 -2.3
FQAL Fidelity Quality Factor ETF 1.5 15 45 5.7 -1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 0 10.1 +3.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 57 5.4 -1.8
TTAC FCF US Quality ETF 1.4 59 1 6.2 -0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.4 12 48 7.5 +0.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 55 8.1 +1.0
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 35 6.3 -0.8
BATT Amplify Lithium & Battery Technology ETF 1.4 59 1 3.7 -3.4
QQQ Invesco QQQ Trust Series I 1.4 20 40 4.2 -2.9
QQQM Invesco NASDAQ 100 ETF 1.4 15 45 4.3 -2.8
FDRR Fidelity Dividend ETF for Rising Rates 1.4 15 45 7.6 +0.5
SPVU Invesco S&P 500 Enhanced Value ETF 1.4 13 47 10.2 +3.1
DFUS Dimensional U.S. Equity ETF 1.4 9 51 5.1 -2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 35 6.0 -1.1
GQQQ Astoria US Quality Growth Kings ETF 1.4 35 25 4.9 -2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 52 5.2 -1.9
JEPI JPMorgan Equity Premium Income ETF 1.4 35 25 5.7 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 48 5.9 -1.3
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -19 4.2 -2.9
IWV iShares Russell 3000 ETF 1.4 20 40 5.0 -2.2
VTHR Vanguard Russell 3000 ETF 1.4 10 50 5.1 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 57 5.1 -2.0
FDLO Fidelity Low Volatility Factor ETF 1.4 15 45 5.5 -1.7
VTI Vanguard Total Stock Market ETF 1.4 3 57 5.1 -2.0
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 45 5.0 -2.1
TOGA Tremblant Global ETF 1.4 69 -9 1.7 -5.4
PWB Invesco Large Cap Growth ETF 1.4 56 4 2.9 -4.3
RFFC ALPS Active Equity Opportunity ETF 1.4 48 12 4.7 -2.5
JAVA JPMorgan Active Value ETF 1.4 44 16 6.6 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 1.4 13 47 3.2 -3.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 51 5.0 -2.1
IWB iShares Russell 1000 ETF 1.4 15 45 5.1 -2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 53 5.2 -1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 49 5.1 -2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -15 5.3 -1.8
VONE Vanguard Russell 1000 ETF 1.3 8 52 5.2 -2.0
PRAY FIS Christian Stock Fund 1.3 69 -9 5.4 -1.8
IYY iShares Dow Jones U.S. ETF 1.3 20 40 5.0 -2.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -1 6.6 -0.5
ITAN Sparkline Intangible Value ETF 1.3 50 10 6.5 -0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.3 30 30 8.9 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 51 5.4 -1.7
PSET Principal Quality ETF 1.3 15 45 5.4 -1.7
EBI Longview Advantage ETF 1.3 35 25 6.9 -0.3
ZSB USCF Sustainable Battery Metals Strategy Fund 1.3 61 -1 9.3 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.3 25 35 5.3 -1.8
XVV iShares ESG Screened S&P 500 ETF 1.3 8 52 5.1 -2.1
FVAL Fidelity Value Factor ETF 1.3 15 45 7.2 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -4 2.3 -4.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 40 4.9 -2.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 40 6.1 -1.1
DIVB iShares Core Dividend ETF 1.3 5 55 7.9 +0.7
GURU Global X Guru Index ETF 1.3 75 -15 4.1 -3.1
XRT SPDR S&P Retail ETF 1.3 35 25 8.8 +1.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 31 4.9 -2.2
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 57 5.1 -2.0
IVV iShares Core S&P 500 ETF 1.3 3 57 5.2 -1.9
VOO Vanguard S&P 500 ETF 1.3 3 57 5.2 -1.9
SPY SPDR S&P 500 ETF Trust 1.3 9 51 5.1 -2.0
SPLG SPDR Portfolio S&P 500 ETF 1.3 2 58 5.2 -1.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.3 15 45 5.4 -1.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -19 5.1 -2.0
PBUS Invesco MSCI USA ETF 1.3 4 56 5.1 -2.0
ESGV Vanguard ESG U.S. Stock ETF 1.3 9 51 4.9 -2.2
VOTE TCW Transform 500 ETF 1.3 5 55 5.1 -2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 58 5.2 -2.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 0 10.0 +2.9
RWL Invesco S&P 500 Revenue ETF 1.2 39 21 6.9 -0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.2 50 10 8.3 +1.1
ROSC Hartford Multifactor Small Cap ETF 1.2 34 26 10.1 +2.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 42 4.9 -2.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.2 36 24 12.3 +5.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 60 5.1 -2.0
GSPY Gotham Enhanced 500 ETF 1.2 50 10 5.5 -1.7
VV Vanguard Large-Cap ETF 1.2 4 56 5.1 -2.1
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -29 4.5 -2.7
WLDR Affinity World Leaders Equity ETF 1.2 67 -7 7.9 +0.8
VRAI Virtus Real Asset Income ETF 1.1 55 5 10.4 +3.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.1 35 25 9.6 +2.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.1 30 30 12.3 +5.1
EES WisdomTree U.S. SmallCap Fund 1.1 38 22 9.3 +2.2
SVAL iShares US Small Cap Value Factor ETF 1.1 20 40 11.2 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.1 7 53 5.1 -2.1
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 32 6.5 -0.6
STRV Strive 500 ETF 1.1 5 55 5.0 -2.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 25 9.8 +2.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 25 4.2 -2.9
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 45 6.3 -0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 48 4.7 -2.4
SFY SoFi Select 500 ETF 1.1 0 60 4.6 -2.5
PPA Invesco Aerospace & Defense ETF 1.1 58 2 2.7 -4.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -15 4.2 -2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 51 4.7 -2.4
RECS Columbia Research Enhanced Core ETF 1.1 15 45 6.1 -1.1
KOMP SPDR S&P Kensho New Economies Composite ETF 1.1 20 40 3.5 -3.7
RVRB Reverb ETF 1.1 30 30 4.8 -2.3
GMET VanEck Green Metals ETF 1.1 63 -3 10.7 +3.6
VFMF Vanguard U.S. Multifactor ETF 1.1 18 42 8.3 +1.1
FLRG Fidelity U.S. Multifactor ETF 1.1 15 45 7.0 -0.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -13 11.6 +4.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 41 6.5 -0.6
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 50 6.0 -1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 23 6.2 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 10 4.1 -3.0
VLUE iShares MSCI USA Value Factor ETF 1.0 15 45 10.2 +3.0
STXG Strive 1000 Growth ETF 1.0 18 42 4.0 -3.1
OALC OneAscent Large Cap Core ETF 1.0 86 -26 4.3 -2.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 45 5.6 -1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 24 5.0 -2.2
DHS WisdomTree U.S. High Dividend Fund 1.0 38 22 8.3 +1.2
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 35 6.2 -1.0
IWL iShares Russell Top 200 ETF 1.0 15 45 4.9 -2.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.0 7 53 9.9 +2.8
VUSE Vident U.S. Equity Strategy ETF 1.0 50 10 4.5 -2.6
SCHB Schwab U.S. Broad Market ETF 1.0 3 57 5.2 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -15 5.1 -2.1
TMFX Motley Fool Next Index ETF 1.0 50 10 2.8 -4.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 2 4.0 -3.1
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 34 3.4 -3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 51 5.4 -1.8
TOK iShares MSCI Kokusai ETF 1.0 26 34 5.3 -1.8
QGRO American Century U.S. Quality Growth ETF 1.0 29 31 3.5 -3.6
THRO iShares U.S. Thematic Rotation Active ETF 1.0 90 -30 4.1 -3.0
SCHK Schwab 1000 Index ETF 1.0 5 55 5.3 -1.9
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 45 5.5 -1.6
SPRE SP Funds S&P Global REIT Sharia ETF 1.0 55 5 6.0 -1.2
ETHO Etho Climate Leadership U.S. ETF 1.0 47 13 5.6 -1.5
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 21 5.8 -1.3
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 31 4.8 -2.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 11 12.3 +5.2
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 -3 7.9 +0.8
EPS WisdomTree U.S. LargeCap Fund 0.9 8 52 6.0 -1.2
URTH iShares MSCI World ETF 0.9 24 36 5.4 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 54 4.1 -3.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 39 4.0 -3.1
VALQ American Century U.S. Quality Value ETF 0.9 29 31 7.7 +0.6
SCHX Schwab U.S. Large-Cap ETF 0.9 3 57 5.2 -1.9
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 45 5.8 -1.4
IOO iShares Global 100 ETF 0.9 41 19 5.2 -2.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 30 8.1 +1.0
MGC Vanguard Mega Cap ETF 0.9 7 53 4.9 -2.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 51 6.1 -1.1
IYJ iShares U.S. Industrials ETF 0.8 40 20 4.5 -2.6
VT Vanguard Total World Stock ETF 0.8 7 53 6.2 -1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 1 2.9 -4.3
ACWI iShares MSCI ACWI ETF 0.8 32 28 5.8 -1.3
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 42 5.4 -1.7
SCHD Schwab US Dividend Equity ETF 0.8 6 54 9.9 +2.8
FBCV Fidelity Blue Chip Value ETF 0.8 59 1 7.5 +0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 0.8 60 0 7.9 +0.7
BUL Pacer US Cash Cows Growth ETF 0.8 60 0 6.1 -1.0
USMF WisdomTree U.S. Multifactor Fund 0.8 28 32 6.7 -0.5
XLG Invesco S&P 500 Top 50 ETF 0.8 20 40 4.7 -2.4
PSCI Invesco S&P SmallCap Industrials ETF 0.8 29 31 5.8 -1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 32 6.2 -1.0
GLOF iShares Global Equity Factor ETF 0.8 20 40 6.9 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 42 4.2 -2.9
CZAR Themes Natural Monopoly ETF 0.7 35 25 5.6 -1.5
HDUS Hartford Disciplined US Equity ETF 0.7 19 41 5.9 -1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 31 4.4 -2.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.7 39 21 10.8 +3.7
VAMO Cambria Value & Momentum ETF 0.7 61 -1 6.7 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.7 15 45 6.4 -0.7
USCF Themes US Cash Flow Champions ETF 0.7 29 31 9.1 +2.0
DEW WisdomTree Global High Dividend Fund 0.7 58 2 8.8 +1.7
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 21 9.8 +2.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 50 5.4 -1.7
OEF iShares S&P 100 ETF 0.6 20 40 4.8 -2.3
EQIN Columbia US Equity Income ETF 0.6 35 25 7.0 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 11 5.0 -2.2
LGCF Themes US Cash Flow Champions ETF 0.6 30 30 8.5 +1.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -15 3.9 -3.3
QDF FlexShares Quality Dividend Index Fund 0.6 37 23 6.5 -0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.6 20 40 5.0 -2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 0 2.1 -5.0
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 37 3.4 -3.7
ILCG iShares Morningstar Growth ETF 0.6 4 56 3.9 -3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -20 4.6 -2.5
OPTZ Optimize Strategy Index ETF 0.5 50 10 5.1 -2.1
TEMP JPMorgan Climate Change Solutions ETF 0.5 49 11 5.9 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 40 5.8 -1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 28 5.1 -2.1
DGT SPDR Global Dow ETF 0.5 50 10 7.5 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 30 6.2 -1.0
FTXR First Trust Nasdaq Transportation ETF 0.5 60 0 9.5 +2.4
ICAP InfraCap Equity Income Fund ETF 0.5 171 -111 7.0 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 25 6.1 -1.0
XT iShares Exponential Technologies ETF 0.5 46 14 5.6 -1.6
LQPE PEO AlphaQuest Thematic PE ETF 0.5 125 -65 6.6 -0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 41 5.3 -1.8
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -20 12.6 +5.4
RCGE RockCreek Global Equality ETF 0.4 95 -35 6.4 -0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 30 6.8 -0.3
PRNT 3D Printing ETF 0.4 66 -6 1.4 -5.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 40 5.9 -1.2
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 18 4.9 -2.3
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -20 6.1 -1.0
CGGR Capital Group Growth ETF 0.4 39 21 3.4 -3.8
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -21 3.1 -4.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 13 9.8 +2.7
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 11 5.8 -1.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 5 10.6 +3.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 48 4.6 -2.5
MGK Vanguard Mega Cap Growth ETF 0.4 7 53 4.2 -2.9
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.3 40 20 3.9 -3.2
YOKE Yoke Core ETF 0.3 42 18 4.4 -2.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 48 5.3 -1.8
DISV Dimensional International Small Cap Value ETF 0.3 42 18 9.8 +2.7
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 56 4.4 -2.8
FBCG Fidelity Blue Chip Growth ETF 0.3 59 1 3.1 -4.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 45 4.6 -2.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.3 10 50 4.5 -2.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 46 5.9 -1.3
TMFC Motley Fool 100 Index ETF 0.3 50 10 3.7 -3.5
IWF iShares Russell 1000 Growth ETF 0.3 19 41 4.5 -2.6
VONG Vanguard Russell 1000 Growth ETF 0.3 8 52 4.6 -2.5
GINX SGI Enhanced Global Income ETF 0.3 98 -38 7.4 +0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 0.3 45 15 9.5 +2.4
IWY iShares Russell Top 200 Growth ETF 0.3 20 40 4.7 -2.5
SPHQ Invesco S&P 500 Quality ETF 0.3 15 45 5.1 -2.0
FFLC Fidelity Fundamental Large Cap Core ETF 0.3 38 22 4.8 -2.3
VUG Vanguard Growth ETF 0.3 4 56 4.1 -3.0
FREL Fidelity MSCI Real Estate Index ETF 0.3 8 52 7.5 +0.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.2 61 -1 7.7 +0.5
DUHP Dimensional US High Profitability ETF 0.2 21 39 6.4 -0.7
SCHH Schwab U.S. REIT ETF 0.2 7 53 7.9 +0.7
IYR iShares U.S. Real Estate ETF 0.2 40 20 7.3 +0.2
VNQ Vanguard Real Estate ETF 0.2 12 48 7.4 +0.2
DFIS Dimensional International Small Cap ETF 0.2 39 21 7.8 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 35 6.0 -1.1
IWC iShares Micro-Cap ETF 0.2 60 0 -0.7 -7.8
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 45 3.6 -3.5
DFIV Dimensional International Value ETF 0.2 27 33 10.2 +3.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 42 4.9 -2.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 56 4.1 -3.0
VDE Vanguard Energy ETF 0.2 10 50 9.5 +2.4
HDV iShares Core High Dividend ETF 0.2 8 52 7.0 -0.2
TXS Texas Capital Texas Equity Index ETF 0.2 49 11 5.8 -1.3
SPMO Invesco S&P 500 Momentum ETF 0.1 13 47 3.8 -3.3
WRND IQ Global Equity R&D Leaders ETF 0.1 18 42 8.9 +1.7
AVSD Avantis Responsible International Equity ETF 0.1 23 37 5.9 -1.3
FENY Fidelity MSCI Energy Index ETF 0.1 8 52 9.5 +2.4
IVW iShares S&P 500 Growth ETF 0.1 18 42 4.2 -3.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.1 4 56 4.3 -2.8
VOOG Vanguard S&P 500 Growth ETF 0.1 10 50 4.2 -2.9
TAX Cambria Tax Aware ETF 0.1 49 11 5.2 -2.0
DFIC Dimensional International Core Equity 2 ETF 0.1 23 37 7.8 +0.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 52 4.6 -2.5
FILL iShares MSCI Global Energy Producers ETF 0.1 39 21 12.3 +5.1
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 36 6.6 -0.5
VCR Vanguard Consumer Discretionary ETF 0.1 10 50 4.6 -2.5
IEDI iShares U.S. Consumer Focused ETF 0.1 18 42 5.2 -2.0
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 20 3.8 -3.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 30 8.4 +1.3
HLGE Hartford Longevity Economy ETF 0.1 44 16 6.4 -0.7
AVDE Avantis International Equity ETF 0.0 23 37 7.9 +0.8
DFAI Dimensional International Core Equity Market ETF 0.0 18 42 7.5 +0.3
VIS Vanguard Industrials ETF 0.0 10 50 4.7 -2.5
FIDU Fidelity MSCI Industrial Index ETF 0.0 8 52 4.6 -2.6
QLC FlexShares US Quality Large Cap Index Fund 0.0 25 35 5.7 -1.5
GWX SPDR S&P International Small Cap ETF 0.0 40 20 6.7 -0.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 57 7.4 +0.2

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

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RESULTS & ESTIMATES

  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 16.2 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 7.1 %
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.