Puzzle Mature Growth
ALTAR
Score™		 4.2% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 30.3x P/Sales
ratio		 6.0x
P/BV
ratio		 7.1x Div.
yield		 0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating

FUND BASICS
Category US Equities
Fund Sponsor
Website
Inception date Jul 01, 2021
Assets (mns) $50
Currency USD
Expense ratio 0 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 29
Wgt avg mkt cap (mns) $687,624
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
OLD DOMINION FREIGHT LINE 6.4 %
NETFLIX INC 4.4 %
META PLATFORMS INC 4.4 %
ALPHABET INC. CLASS A 4.4 %
LAM RESEARCH CORP 3.7 %
SERVICENOW INC 3.7 %
CADENCE DESIGN SYS INC 3.7 %
ADVANCED MICRO DEVICES 3.7 %
APPLIED MATERIALS INC 3.7 %
ARISTA NETWORKS, INC. 3.7 %
Total 41.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.6 %
BRITAIN 1.4 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-- -- -- -- 0.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $50.10
30d moving avg. $0.00
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI)

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $97,102

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the Puzzle Mature Growth ETF based on the alternatives' overlap in portfolio holdings with PZLG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PZLG Expense: 0 bp ALTAR Score™: 4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PZLG
Ticker Fund
Name		 Overlap1
vs PZLG
(%)		 Expense
ratio
(bp)		 Savings
vs PZLG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PZLG
(%)
XNTK SPDR NYSE Technology ETF 50.2 35 -35 3.9 -0.3
PWB Invesco Large Cap Growth ETF 49.0 56 -56 3.1 -1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 48.8 40 -40 4.1 -0.1
XPND First Trust Expanded Technology ETF 48.2 65 -65 3.9 -0.3
GGRW Gabelli Growth Innovators ETF 45.3 90 -90 2.3 -1.9
MGK Vanguard Mega Cap Growth ETF 43.9 7 -7 4.4 +0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 41.7 75 -75 3.8 -0.4
VUG Vanguard Growth ETF 41.4 4 -4 4.2 +0.0
QGRW WisdomTree U.S. Quality Growth Fund 41.0 28 -28 4.6 +0.4
IWY iShares Russell Top 200 Growth ETF 40.8 20 -20 4.8 +0.6
MBCC Monarch Blue Chips Core ETF 40.4 125 -125 3.5 -0.7
USMC Principal U.S. Mega-Cap ETF 40.4 12 -12 5.0 +0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 40.2 30 -30 4.7 +0.5
IVW iShares S&P 500 Growth ETF 40.1 18 -18 4.4 +0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 40.1 4 -4 4.6 +0.4
SCHG Schwab U.S. Large-Cap Growth ETF 39.4 4 -4 4.3 +0.1
XLG Invesco S&P 500 Top 50 ETF 39.1 20 -20 4.7 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 39.0 15 -15 4.7 +0.5
IUSG iShares Core S&P U.S. Growth ETF 39.0 4 -4 4.6 +0.4
IWF iShares Russell 1000 Growth ETF 38.5 19 -19 4.7 +0.5
CHAT Roundhill Generative AI & Technology ETF 38.5 75 -75 4.2 -0.0
VONG Vanguard Russell 1000 Growth ETF 38.4 8 -8 4.8 +0.6
LRGE ClearBridge Large Cap Growth ESG ETF 38.4 59 -59 3.4 -0.8
CAML Congress Large Cap Growth ETF 38.3 66 -66 3.5 -0.7
QUAL iShares MSCI USA Quality Factor ETF 38.3 15 -15 5.5 +1.3
QQQM Invesco NASDAQ 100 ETF 38.1 15 -15 4.7 +0.5
QQQ Invesco QQQ Trust Series I 38.1 20 -20 4.6 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 37.8 18 -18 4.3 +0.1
RUFF Alpha Dog ETF 37.6 94 -94 4.9 +0.7
MTUM iShares MSCI USA Momentum Factor ETF 37.5 15 -15 3.8 -0.5
SPMO Invesco S&P 500 Momentum ETF 36.9 13 -13 3.7 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 36.8 68 -68 4.1 -0.1
STXG Strive 1000 Growth ETF 36.7 18 -18 4.2 -0.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 36.6 12 -12 4.5 +0.3
QQMG Invesco ESG NASDAQ 100 ETF 36.6 20 -20 4.7 +0.5
JGRO JPMorgan Active Growth ETF 36.4 44 -44 3.4 -0.8
OEF iShares S&P 100 ETF 36.4 20 -20 5.0 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 35.9 50 -50 4.7 +0.5
RPG Invesco S&P 500 Pure Growth ETF 35.7 35 -35 3.5 -0.7
FDG American Century Focused Dynamic Growth ETF 35.7 45 -45 2.6 -1.6
IGM iShares Expanded Tech Sector ETF 35.5 41 -41 4.5 +0.3
FDMO Fidelity Momentum Factor ETF 35.4 15 -15 3.7 -0.5
ILCG iShares Morningstar Growth ETF 35.3 4 -4 4.1 -0.1
SFYF SoFi Social 50 ETF 35.2 29 -29 -2.6 -6.8
IWL iShares Russell Top 200 ETF 35.2 15 -15 5.0 +0.8
MGC Vanguard Mega Cap ETF 34.6 7 -7 5.1 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 34.4 15 -15 4.9 +0.7
TMFC Motley Fool 100 Index ETF 34.4 50 -50 4.0 -0.2
CACG ClearBridge All Cap Growth ESG ETF 34.0 54 -54 3.4 -0.8
FBCG Fidelity Blue Chip Growth ETF 33.9 59 -59 2.5 -1.7
VOOG Vanguard S&P 500 Growth ETF 33.5 10 -10 5.4 +1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 33.5 80 -80 4.5 +0.3
FLQL Franklin LibertyQ U.S. Equity ETF 33.4 15 -15 6.0 +1.8
RVRB Reverb ETF 33.4 30 -30 5.0 +0.8
CGGR Capital Group Growth ETF 33.3 39 -39 3.5 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 33.2 7 -7 5.2 +1.0
XVV iShares ESG Screened S&P 500 ETF 33.2 8 -8 5.1 +0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 33.0 14 -14 6.2 +2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 32.8 45 -45 4.7 +0.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 32.6 60 -60 3.9 -0.4
CLOD Themes Cloud Computing ETF 32.6 35 -35 3.7 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 32.4 14 -14 5.4 +1.2
SPXE ProShares S&P 500 Ex-Energy ETF 32.3 9 -9 5.3 +1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 32.3 65 -65 3.7 -0.5
IYW iShares U.S. Technology ETF 32.2 40 -40 4.4 +0.2
IETC iShares U.S. Tech Independence Focused ETF 32.2 18 -18 4.5 +0.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 32.0 20 -20 5.1 +0.9
VOO Vanguard S&P 500 ETF 32.0 3 -3 5.3 +1.1
IVV iShares Core S&P 500 ETF 31.9 3 -3 5.3 +1.1
SPY SPDR S&P 500 ETF Trust 31.9 9 -9 5.2 +1.0
SPLG SPDR Portfolio S&P 500 ETF 31.8 2 -2 5.3 +1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 31.8 9 -9 5.1 +0.9
RFFC ALPS Active Equity Opportunity ETF 31.8 48 -48 4.5 +0.3
VOTE TCW Transform 500 ETF 31.7 5 -5 5.2 +1.0
VV Vanguard Large-Cap ETF 31.7 4 -4 5.2 +1.0
SFY SoFi Select 500 ETF 31.7 0 0 5.1 +0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 31.5 7 -7 5.2 +1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 31.4 2 -2 5.2 +1.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 31.4 80 -80 5.7 +1.5
STRV Strive 500 ETF 31.4 5 -5 5.2 +1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 31.4 75 -75 4.7 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 31.3 0 0 5.2 +1.0
ILCB iShares Morningstar U.S. Equity ETF 31.2 3 -3 5.3 +1.1
SPXN ProShares S&P 500 Ex-Financials ETF 31.0 9 -9 5.3 +1.1
BTHM BlackRock Future U.S. Themes ETF 30.9 60 -60 4.3 +0.1
FQAL Fidelity Quality Factor ETF 30.9 15 -15 5.9 +1.7
ONEQ Fidelity Nasdaq Composite Index ETF 30.9 21 -21 3.8 -0.4
ADME Aptus Drawdown Managed Equity ETF 30.9 79 -79 4.4 +0.2
PBUS Invesco MSCI USA ETF 30.9 4 -4 5.3 +1.1
ESGV Vanguard ESG U.S. Stock ETF 30.7 9 -9 5.0 +0.8
GSPY Gotham Enhanced 500 ETF 30.6 50 -50 5.3 +1.1
VONE Vanguard Russell 1000 ETF 30.5 8 -8 5.2 +1.0
IWB iShares Russell 1000 ETF 30.5 15 -15 5.1 +0.9
HLAL Wahed FTSE USA Shariah ETF 30.5 50 -50 4.9 +0.7
DEMZ Democratic Large Cap Core ETF 30.4 45 -45 4.2 +0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 30.4 11 -11 5.2 +1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 30.4 3 -3 5.4 +1.2
SCHX Schwab U.S. Large-Cap ETF 30.3 3 -3 5.3 +1.1
IYY iShares Dow Jones U.S. ETF 30.3 20 -20 5.1 +0.9
VEGN US Vegan Climate ETF 30.3 60 -60 4.7 +0.5
DFUS Dimensional U.S. Equity ETF 30.1 9 -9 5.1 +0.9
APUE ActivePassive U.S. Equity ETF 30.1 45 -45 5.0 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 30.1 60 -60 4.1 -0.1
AOTG AOT Growth and Innovation ETF 30.0 75 -75 3.0 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 30.0 15 -15 5.6 +1.4
EPS WisdomTree U.S. LargeCap Fund 30.0 8 -8 6.3 +2.1
CATH Global X S&P 500 Catholic Values Custom ETF 30.0 29 -29 5.1 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 30.0 36 -36 4.8 +0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 30.0 10 -10 4.8 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 29.9 19 -19 6.6 +2.4
PNQI Invesco NASDAQ Internet ETF 29.9 60 -60 2.6 -1.7
SCHK Schwab 1000 Index ETF 29.8 5 -5 5.3 +1.1
VTI Vanguard Total Stock Market ETF 29.7 3 -3 5.1 +0.9
INNO Harbor Disruptive Innovation ETF 29.7 75 -75 -3.5 -7.7
IWV iShares Russell 3000 ETF 29.6 20 -20 5.0 +0.8
VTHR Vanguard Russell 3000 ETF 29.6 10 -10 5.1 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 29.5 3 -3 5.1 +0.9
SHE SPDR MSCI USA Gender Diversity ETF 29.5 20 -20 5.0 +0.8
DARP Grizzle Growth ETF 29.4 75 -75 3.2 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 29.3 10 -10 4.9 +0.7
ESGU iShares ESG Aware MSCI USA ETF 29.1 15 -15 5.2 +1.0
SCHB Schwab U.S. Broad Market ETF 29.1 3 -3 5.2 +1.0
FTGS First Trust Growth Strength ETF 29.1 60 -60 6.6 +2.4
QLC FlexShares US Quality Large Cap Index Fund 29.0 25 -25 5.6 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 29.0 49 -49 5.0 +0.8
MVPS Amplify Thematic All-Stars ETF 29.0 49 -49 1.6 -2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 28.9 9 -9 5.9 +1.7
XLK Technology Select Sector SPDR Fund 28.6 9 -9 5.3 +1.1
SNPE Xtrackers S&P 500 ESG ETF 28.6 10 -10 5.3 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 28.5 32 -32 5.2 +1.0
SXQG ETC 6 Meridian Quality Growth ETF 28.3 100 -100 4.4 +0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 28.2 9 -9 5.0 +0.8
JQUA JPMorgan U.S. Quality Factor ETF 27.6 12 -12 5.8 +1.6
DFAU Dimensional US Core Equity Market ETF 27.6 12 -12 5.4 +1.2
FMIL Fidelity New Millennium ETF 27.5 59 -59 4.3 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 27.5 75 -75 4.9 +0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 27.3 11 -11 5.2 +1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 27.3 45 -45 4.6 +0.4
BUZZ VanEck Social Sentiment ETF 27.3 75 -75 -0.7 -4.9
HDUS Hartford Disciplined US Equity ETF 27.2 19 -19 6.2 +2.0
ANEW ProShares MSCI Transformational Changes ETF 27.1 45 -45 3.3 -0.9
NULG Nuveen ESG Large-Cap Growth ETF 27.1 26 -26 4.4 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 27.1 10 -10 5.5 +1.3
FLRG Fidelity U.S. Multifactor ETF 27.0 15 -15 7.7 +3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 27.0 20 -20 5.1 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 26.6 18 -18 5.7 +1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 26.6 79 -79 6.3 +2.1
KRMA Global X Conscious Companies ETF 26.6 43 -43 5.8 +1.6
SAMT Strategas Macro Thematic Opportunities ETF 26.5 65 -65 4.8 +0.6
SPHQ Invesco S&P 500 Quality ETF 26.3 15 -15 5.5 +1.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 26.3 57 -57 3.8 -0.4
MILN Global X Millennial Consumer ETF 26.3 50 -50 2.4 -1.8
NBDS Neuberger Berman Disrupters ETF 26.3 55 -55 1.9 -2.3
METV Roundhill Ball Metaverse ETF 26.3 59 -59 3.2 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 26.2 9 -9 5.5 +1.3
FFND Future Fund Active ETF 26.2 100 -100 0.3 -3.9
TOK iShares MSCI Kokusai ETF 26.1 26 -26 5.3 +1.1
VSLU Applied Finance Valuation Large Cap ETF 26.1 49 -49 6.1 +1.9
JMOM JPMorgan U.S. Momentum Factor ETF 26.1 12 -12 4.9 +0.7
FSST Fidelity Sustainable U.S. Equity ETF 26.0 59 -59 4.9 +0.7
VERS ProShares Metaverse ETF 25.8 58 -58 -8.1 -12.3
NANC Unusual Whales Subversive Democratic Trading ETF 25.7 75 -75 3.7 -0.5
SUSL iShares ESG MSCI USA Leaders ETF 25.7 10 -10 5.1 +0.9
GDEF Goldman Sachs Defensive Equity ETF 25.7 55 -55 4.4 +0.2
IGV iShares Expanded Tech-Software Sector ETF 25.6 41 -41 3.4 -0.8
LRGF iShares U.S. Equity Factor ETF 25.5 8 -8 5.8 +1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 25.2 25 -25 5.6 +1.4
URTH iShares MSCI World ETF 25.1 24 -24 5.4 +1.2
XDAT Franklin Exponential Data ETF 25.1 50 -50 2.9 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 25.1 10 -10 5.1 +0.9
OGIG ALPS O'Shares Global Internet Giants ETF 25.0 48 -48 0.4 -3.8
ACVF American Conservative Values ETF 25.0 75 -75 4.4 +0.2
IUS Invesco RAFI Strategic US ETF 25.0 19 -19 7.3 +3.1
LCF Touchstone US Large Cap Focused ETF 25.0 69 -69 4.5 +0.3
CGUS Capital Group Core Equity ETF 24.9 33 -33 4.7 +0.5
TIME Clockwise Core Equity & Innovation ETF 24.9 95 -95 2.0 -2.2
IGPT Invesco AI and Next Gen Software ETF 24.7 60 -60 3.8 -0.4
SUSA iShares MSCI USA ESG Select ETF 24.7 25 -25 5.3 +1.1
JHML John Hancock Multifactor Large Cap ETF 24.6 29 -29 5.6 +1.4
WRND IQ Global Equity R&D Leaders ETF 24.6 18 -18 7.1 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 24.5 75 -75 5.3 +1.1
AVUS Avantis U.S. Equity ETF 24.5 15 -15 6.1 +1.9
DSI iShares MSCI KLD 400 Social ETF 24.5 25 -25 5.1 +0.9
FDN First Trust Dow Jones Internet Index Fund 24.5 52 -52 1.4 -2.8
RECS Columbia Research Enhanced Core ETF 24.5 15 -15 5.6 +1.4
FCPI Fidelity Stocks for Inflation ETF 24.5 15 -15 8.6 +4.4
VUSE Vident U.S. Equity Strategy ETF 24.4 50 -50 3.6 -0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 24.4 15 -15 5.4 +1.2
AFLG First Trust Active Factor Large Cap ETF 24.3 55 -55 6.2 +2.0
FTEC Fidelity MSCI Information Technology Index ETF 24.3 8 -8 4.8 +0.6
WISE Themes Generative Artificial Intelligence ETF 24.3 35 -35 2.1 -2.1
NULC Nuveen ESG Large-Cap ETF 24.2 21 -21 5.5 +1.3
QUS SPDR MSCI USA StrategicFactors ETF 24.1 15 -15 6.1 +1.9
LCLG Logan Capital Broad Innovative Growth ETF 24.1 99 -99 4.9 +0.7
WFH Direxion Work From Home ETF 24.0 45 -45 0.0 -4.2
IQM Franklin Intelligent Machines ETF 23.8 50 -50 3.1 -1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 23.7 15 -15 7.3 +3.1
SKYY First Trust Cloud Computing ETF 23.6 60 -60 3.5 -0.7
FMET Fidelity Metaverse ETF 23.6 39 -39 4.3 +0.1
FVAL Fidelity Value Factor ETF 23.6 15 -15 7.5 +3.3
VGT Vanguard Information Technology ETF 23.5 10 -10 4.7 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 23.4 29 -29 6.3 +2.1
ACWI iShares MSCI ACWI ETF 23.4 32 -32 5.4 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 23.3 20 -20 5.6 +1.4
GGME Invesco Next Gen Media and Gaming ETF 23.3 60 -60 4.0 -0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 23.2 42 -42 5.1 +0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 22.9 12 -12 5.0 +0.8
DUHP Dimensional US High Profitability ETF 22.9 21 -21 7.1 +2.9
QGRO American Century U.S. Quality Growth ETF 22.8 29 -29 5.8 +1.6
IOO iShares Global 100 ETF 22.6 41 -41 4.8 +0.6
DFAC Dimensional U.S. Core Equity 2 ETF 22.5 17 -17 5.7 +1.5
STXD Strive 1000 Dividend Growth ETF 22.4 35 -35 5.5 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 22.4 10 -10 5.6 +1.4
GK AdvisorShares Gerber Kawasaki ETF 22.4 75 -75 3.2 -1.0
IXN iShares Global Tech ETF 22.3 41 -41 4.3 +0.1
PSET Principal Quality ETF 22.3 15 -15 5.7 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 22.2 9 -9 5.7 +1.5
FDLO Fidelity Low Volatility Factor ETF 22.1 15 -15 5.5 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 21.7 9 -9 5.7 +1.5
CARZ First Trust NASDAQ Global Auto Index Fund 21.6 70 -70 3.3 -0.9
OALC OneAscent Large Cap Core ETF 21.3 86 -86 5.9 +1.7
VT Vanguard Total World Stock ETF 21.3 7 -7 5.8 +1.6
TTAC FCF US Quality ETF 21.2 59 -59 6.6 +2.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 20.9 49 -49 4.8 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 20.8 25 -25 6.8 +2.6
BKWO BNY Mellon Women's Opportunities ETF 20.8 50 -50 3.8 -0.4
CGGO Capital Group Global Growth Equity ETF 20.6 47 -47 4.3 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 20.3 35 -35 4.8 +0.6
JEPI JPMorgan Equity Premium Income ETF 20.3 35 -35 5.3 +1.1
FDWM Fidelity Women's Leadership ETF 20.2 59 -59 4.8 +0.6
WUGI AXS Esoterica NextG Economy ETF 20.1 75 -75 2.1 -2.1
GLOF iShares Global Equity Factor ETF 20.1 20 -20 7.0 +2.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 19.9 40 -40 5.7 +1.5
GINN Goldman Sachs Innovate Equity ETF 19.9 52 -52 2.6 -1.6
GBUY Goldman Sachs Future Consumer Equity ETF 19.8 75 -75 3.1 -1.2
DFNV Donoghue Forlines Innovation ETF 19.8 69 -69 5.1 +0.9
ARVR First Trust Indxx Metaverse ETF 19.6 70 -70 2.4 -1.8
PTF Invesco Dorsey Wright Technology Momentum ETF 19.5 60 -60 0.6 -3.7
VNSE Natixis Vaughan Nelson Select ETF 19.3 80 -80 3.3 -0.9
VOOV Vanguard S&P 500 Value ETF 19.2 10 -10 5.6 +1.4
BUYZ Franklin Disruptive Commerce ETF 19.1 50 -50 2.1 -2.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 19.1 52 -52 6.3 +2.1
IVRS iShares Future Metaverse Tech and Communications ETF 19.1 47 -47 -5.2 -9.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 19.0 106 -106 3.0 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 18.6 55 -55 5.0 +0.8
JOET Virtus Terranova US Quality Momentum ETF 18.6 29 -29 5.2 +1.0
DGRW WisdomTree US Quality Dividend Growth Fund 18.6 28 -28 6.2 +2.0
RAFE PIMCO RAFI ESG U.S. ETF 18.5 29 -29 7.2 +3.0
GURU Global X Guru Index ETF 18.4 75 -75 2.5 -1.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 18.4 58 -58 4.8 +0.6
IYC iShares U.S. Consumer Discretionary ETF 18.3 40 -40 3.7 -0.5
MRAD SmartETFs Advertising & Marketing Technology ETF 18.1 68 -68 4.1 -0.1
QLV FlexShares US Quality Low Volatility Index Fund 18.0 22 -22 5.2 +1.0
ACSI American Customer Satisfaction ETF 18.0 65 -65 4.9 +0.7
BUL Pacer US Cash Cows Growth ETF 17.9 60 -60 7.5 +3.3
SMH VanEck Semiconductor ETF 17.8 35 -35 4.2 +0.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 17.7 40 -40 3.8 -0.4
VFMO Vanguard U.S. Momentum Factor ETF 17.7 13 -13 2.7 -1.5
QWLD SPDR MSCI World StrategicFactors ETF 17.4 30 -30 6.1 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 17.3 45 -45 1.3 -2.9
FNDX Schwab Fundamental US Large Co. Index ETF 17.1 25 -25 7.2 +3.0
HKND Humankind US Stock ETF 17.1 11 -11 6.9 +2.7
FIVG Defiance Next Gen Connectivity ETF 17.0 30 -30 6.8 +2.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 16.8 56 -56 6.3 +2.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 16.8 48 -48 6.2 +2.0
AVLV Avantis U.S. Large Cap Value ETF 16.7 15 -15 7.5 +3.3
LVOL American Century Low Volatility ETF 16.6 29 -29 5.3 +1.1
VLU SPDR S&P 1500 Value Tilt ETF 16.6 12 -12 7.2 +3.0
FDRR Fidelity Dividend ETF for Rising Rates 16.3 15 -15 8.0 +3.8
VIG Vanguard Dividend Appreciation ETF 16.2 6 -6 5.9 +1.7
EDOW First Trust Dow 30 Equal Weight ETF 16.1 50 -50 6.0 +1.8
DIA SPDR Dow Jones Industrial Average ETF Trust 16.0 16 -16 5.8 +1.6
FNDB Schwab Fundamental US Broad Market Index ETF 16.0 25 -25 7.1 +2.9
JHDV John Hancock U.S. High Dividend ETF 15.8 34 -34 6.5 +2.3
NTZG Nuveen Global Net Zero Transition ETF 15.8 56 -56 4.9 +0.7
USXF iShares ESG Advanced MSCI USA ETF 15.7 10 -10 5.2 +1.0
CHGX AXS Change Finance ESG ETF 15.7 49 -49 5.1 +0.9
TRFM AAM Transformers ETF 15.6 49 -49 1.2 -3.0
ROUS Hartford Multifactor US Equity ETF 15.5 19 -19 6.5 +2.3
PFM Invesco Dividend Achievers ETF 15.5 53 -53 5.7 +1.5
QDF FlexShares Quality Dividend Index Fund 15.2 37 -37 5.1 +0.9
DRIV Global X Autonomous & Electric Vehicles ETF 15.1 68 -68 3.2 -1.0
RDVY First Trust Rising Dividend Achievers ETF 15.1 50 -50 9.7 +5.5
PDP Invesco Dorsey Wright Momentum ETF 15.0 62 -62 3.7 -0.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 15.0 68 -68 5.5 +1.3
RWL Invesco S&P 500 Revenue ETF 15.0 39 -39 6.7 +2.5
PRAY FIS Christian Stock Fund 14.9 69 -69 5.9 +1.7
SOXX iShares Semiconductor ETF 14.8 35 -35 5.3 +1.1
SOXQ Invesco PHLX Semiconductor ETF 14.8 19 -19 5.1 +0.9
FCLD Fidelity Cloud Computing ETF 14.8 39 -39 2.4 -1.8
KOIN Capital Link Global Fintech Leaders ETF 14.8 75 -75 4.6 +0.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 14.7 45 -45 6.2 +2.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 14.7 25 -25 6.1 +1.9
HAPY Harbor Human Capital Factor Unconstrained ETF 14.7 50 -50 4.8 +0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 14.6 55 -55 4.0 -0.2
VFQY Vanguard U.S. Quality Factor ETF 14.6 13 -13 7.2 +3.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 14.3 50 -50 5.8 +1.6
TRFK Pacer Data and Digital Revolution ETF 14.2 60 -60 4.1 -0.1
KRUZ Unusual Whales Subversive Republican Trading ETF 14.1 75 -75 5.0 +0.8
CLOU Global X Cloud Computing ETF 14.0 68 -68 2.1 -2.1
LEAD Siren DIVCON Leaders Dividend ETF 14.0 43 -43 5.3 +1.1
FXL First Trust Technology AlphaDEX Fund 14.0 61 -61 4.1 -0.1
XLY Consumer Discretionary Select Sector SPDR Fund 13.9 9 -9 5.0 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 13.9 15 -15 10.2 +6.0
DLN WisdomTree U.S. LargeCap Dividend Fund 13.8 28 -28 6.3 +2.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 13.8 61 -61 -4.2 -8.4
FTC First Trust Large Cap Growth AlphaDEX Fund 13.8 59 -59 2.8 -1.4
MOTE VanEck Morningstar ESG Moat ETF 13.6 49 -49 5.2 +1.0
FDVV Fidelity High Dividend ETF 13.6 15 -15 9.0 +4.8
PEXL Pacer US Export Leaders ETF 13.6 60 -60 5.1 +0.9
SPHB Invesco S&P 500 High Beta ETF 13.6 25 -25 5.0 +0.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 13.5 69 -69 -1.2 -5.4
QDEF FlexShares Quality Dividend Defensive Index Fund 13.4 37 -37 4.8 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 13.3 39 -39 7.3 +3.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.3 60 -60 5.6 +1.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 13.2 47 -47 0.6 -3.6
FCOM Fidelity MSCI Communication Services Index ETF 13.2 8 -8 4.7 +0.5
VOX Vanguard Communication Services ETF 13.2 10 -10 5.0 +0.8
FTXL First Trust Nasdaq Semiconductor ETF 13.0 60 -60 6.1 +1.9
XLC Communication Services Select Sector SPDR Fund 13.0 9 -9 6.7 +2.5
IXP iShares Global Comm Services ETF 12.9 42 -42 5.2 +1.0
BWEB Bitwise Web3 ETF 12.9 85 -85 0.9 -3.3
HART IQ Healthy Hearts ETF 12.9 45 -45 5.3 +1.1
SYNB Putnam BioRevolution ETF 12.9 70 -70 2.8 -1.4
VIRS Pacer BioThreat Strategy ETF 12.9 70 -70 5.9 +1.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.7 15 -15 7.0 +2.8
MOAT VanEck Morningstar Wide Moat ETF 12.7 46 -46 6.3 +2.1
ITAN Sparkline Intangible Value ETF 12.6 50 -50 6.1 +1.9
HLGE Hartford Longevity Economy ETF 12.6 44 -44 6.6 +2.4
VCR Vanguard Consumer Discretionary ETF 12.4 10 -10 4.6 +0.4
OCEN IQ Clean Oceans ETF 12.4 45 -45 5.3 +1.1
JVAL JPMorgan U.S. Value Factor ETF 12.3 12 -12 8.4 +4.2
DUSA Davis Select U.S. Equity ETF 12.2 61 -61 7.2 +3.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 12.2 75 -75 2.1 -2.1
DTD WisdomTree U.S. Total Dividend Fund 12.2 28 -28 6.6 +2.4
FDIS Fidelity MSCI Consumer Discretionary Index ETF 12.1 8 -8 4.8 +0.6
FPAG FPA Global Equity ETF 12.0 49 -49 5.6 +1.4
QTUM Defiance Quantum ETF 11.9 40 -40 3.9 -0.4
DIP BTD Capital Fund 11.9 129 -129 4.9 +0.7
DGRO iShares Core Dividend Growth ETF 11.8 8 -8 6.6 +2.4
RXI iShares Global Consumer Discretionary ETF 11.8 41 -41 5.5 +1.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 11.7 40 -40 4.4 +0.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 11.5 40 -40 8.5 +4.3
DWLD Davis Select Worldwide ETF 11.4 63 -63 5.5 +1.3
CLNR IQ Cleaner Transport ETF 11.4 45 -45 8.1 +3.9
GDIV Harbor Dividend Growth Leaders ETF 11.3 50 -50 6.1 +1.9
IEDI iShares U.S. Consumer Focused ETF 11.3 18 -18 5.0 +0.8
CBSE Clough Select Equity ETF 11.3 85 -85 -2.3 -6.5
FLLV Franklin U.S. Low Volatility ETF 11.3 29 -29 6.0 +1.8
LOUP Innovator Deepwater Frontier Tech ETF 11.1 70 -70 2.3 -1.9
PSI Invesco Semiconductors ETF 11.1 57 -57 5.1 +0.9
TINY ProShares Nanotechnology ETF 11.1 58 -58 1.9 -2.3
ILCV iShares Morningstar Value ETF 11.0 4 -4 6.7 +2.5
CGDV Capital Group Dividend Value ETF 11.0 33 -33 5.8 +1.6
DBLV AdvisorShares DoubleLine Value Equity ETF 11.0 90 -90 7.5 +3.3
SPGP Invesco S&P 500 GARP ETF 10.9 34 -34 8.7 +4.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 10.6 65 -65 8.2 +4.0
YLDE ClearBridge Dividend Strategy ESG ETF 10.2 60 -60 5.5 +1.3
IBUY Amplify Online Retail ETF 10.1 65 -65 1.7 -2.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 10.0 65 -65 1.6 -2.6
ROE Astoria US Quality Kings ETF 9.9 49 -49 8.2 +4.0
DTEC ALPS Disruptive Technologies ETF 9.9 50 -50 3.2 -1.0
IBOT Vaneck Robotics ETF 9.9 47 -47 3.7 -0.5
POWA Invesco Bloomberg Pricing Power ETF 9.9 40 -40 5.1 +0.9
DGT SPDR Global Dow ETF 9.9 50 -50 6.6 +2.4
BIBL Inspire 100 ETF 9.8 35 -35 4.9 +0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 9.5 18 -18 6.4 +2.2
TMFG Motley Fool Global Opportunities ETF 9.4 85 -85 3.3 -0.9
FTCS First Trust Capital Strength ETF 9.4 55 -55 5.6 +1.4
DVND Touchstone Dividend Select ETF 9.4 67 -67 6.5 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 9.1 50 -50 7.0 +2.8
ISHP First Trust Nasdaq Retail ETF 9.1 60 -60 3.0 -1.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 9.1 60 -60 5.1 +0.9
DFND Siren DIVCON Dividend Defender ETF 9.1 189 -189 4.0 -0.2
VFMF Vanguard U.S. Multifactor ETF 9.0 18 -18 8.7 +4.5
ARKW ARK Next Generation Internet ETF 9.0 87 -87 -2.9 -7.1
GDVD R3 Global Dividend Growth ETF 8.9 88 -88 5.8 +1.6
IBLC iShares Blockchain and Tech ETF 8.8 47 -47 -1.0 -5.2
XT iShares Exponential Technologies ETF 8.8 46 -46 3.8 -0.4
SOCL Global X Social Media ETF 8.8 65 -65 -5.3 -9.5
YALL God Bless America ETF 8.7 65 -65 3.6 -0.6
SSPY Syntax Stratified LargeCap ETF 8.6 30 -30 6.5 +2.3
WLDR Affinity World Leaders Equity ETF 8.5 67 -67 8.5 +4.3
SPRX Spear Alpha ETF 8.4 75 -75 -0.5 -4.7
JAVA JPMorgan Active Value ETF 8.3 44 -44 6.4 +2.2
AIEQ AI Powered Equity ETF 8.2 75 -75 6.1 +1.9
OND ProShares On-Demand ETF 8.1 58 -58 -2.4 -6.6
MINV Matthews Asia Innovators Active ETF 7.8 79 -79 2.7 -1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 7.8 60 -60 7.0 +2.8
PY Principal Value ETF 7.8 15 -15 7.6 +3.4
ARKQ ARK Autonomous Technology & Robotics ETF 7.7 75 -75 1.5 -2.7
FFTY Innovator IBD 50 ETF 7.6 80 -80 0.1 -4.1
IWX iShares Russell Top 200 Value ETF 7.5 20 -20 6.6 +2.4
KNCT Invesco Next Gen Connectivity ETF 7.5 40 -40 5.9 +1.7
USMV iShares MSCI USA Min Vol Factor ETF 7.4 15 -15 6.1 +1.9
AESR Anfield U.S. Equity Sector Rotation ETF 7.4 108 -108 4.4 +0.1
BULD Pacer BlueStar Engineering the Future ETF 7.4 60 -60 1.2 -3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 7.4 35 -35 7.2 +3.0
NETZ TCW Transform Systems ETF 7.4 75 -75 3.5 -0.7
MAKX ProShares S&P Kensho Smart Factories ETF 7.2 58 -58 0.4 -3.8
ROBO ROBO Global Robotics & Automation Index ETF 7.2 95 -95 2.8 -1.5
JSTC Adasina Social Justice All Cap Global ETF 7.2 89 -89 4.8 +0.6
FEX First Trust Large Cap Core AlphaDEX Fund 7.2 59 -59 5.6 +1.4
PINK Simplify Health Care ETF 7.2 50 -50 3.3 -0.9
IYH iShares U.S. Healthcare ETF 7.2 40 -40 6.2 +2.0
XLV Health Care Select Sector SPDR Fund 7.2 9 -9 7.1 +2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.2 20 -20 6.4 +2.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.1 70 -70 5.1 +0.9
HELX Franklin Genomic Advancements ETF 7.1 50 -50 1.7 -2.5
FHLC Fidelity MSCI Health Care Index ETF 7.1 8 -8 5.9 +1.7
TOLL Tema Monopolies and Oligopolies ETF 7.0 75 -75 2.6 -1.6
VHT Vanguard Health Care ETF 7.0 10 -10 5.7 +1.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 6.9 75 -75 3.1 -1.1
DFUV Dimensional US Marketwide Value ETF 6.9 22 -22 7.7 +3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.9 64 -64 2.1 -2.2
BTEK Future Tech ETF 6.7 88 -88 2.0 -2.2
IXJ iShares Global Healthcare ETF 6.6 42 -42 6.1 +1.9
IDAT iShares Future Cloud 5G and Tech ETF 6.5 47 -47 4.5 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 6.4 25 -25 5.8 +1.6
ALTL Pacer Lunt Large Cap Alternator ETF 6.4 60 -60 5.4 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.3 9 -9 6.0 +1.8
EQUL IQ Engender Equality ETF 6.2 45 -45 6.9 +2.7
BLOK Amplify Transformational Data Sharing ETF 6.2 75 -75 1.2 -3.0
IVE iShares S&P 500 Value ETF 6.2 18 -18 6.6 +2.4
RSP Invesco S&P 500 Equal Weight ETF 6.2 20 -20 6.3 +2.1
SPYV SPDR Portfolio S&P 500 Value ETF 6.2 4 -4 6.8 +2.6
DFLV Dimensional US Large Cap Value ETF 6.2 22 -22 7.9 +3.7
TXS Texas Capital Texas Equity Index ETF 6.1 49 -49 5.5 +1.3
SANE Subversive Mental Health ETF 6.1 75 -75 0.0 -4.2
BOTZ Global X Robotics & Artificial Intelligence ETF 6.1 69 -69 2.2 -2.0
MOTO SmartETFs Smart Transportation & Technology ETF 6.1 68 -68 6.5 +2.3
NXTG First Trust Indxx NextG ETF 6.0 70 -70 6.0 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.0 75 -75 6.7 +2.5
IUSV iShares Core S&P US Value ETF 5.9 4 -4 6.9 +2.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.9 60 -60 4.4 +0.2
ETHO Etho Climate Leadership U.S. ETF 5.8 47 -47 4.0 -0.2
ULVM VictoryShares US Value Momentum ETF 5.8 20 -20 7.5 +3.3
AGQI First Trust Active Global Quality Income ETF 5.8 85 -85 5.8 +1.6
CFA VictoryShares US 500 Volatility Wtd ETF 5.7 35 -35 6.0 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.7 40 -40 6.0 +1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.6 18 -18 7.6 +3.4
DTCR Global X Data Center & Digital Infrastructure ETF 5.6 50 -50 2.7 -1.5
BFOR ALPS Barron's 400 ETF 5.5 65 -65 6.6 +2.4
VSDA VictoryShares Dividend Accelerator ETF 5.5 35 -35 6.1 +1.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.5 7 -7 8.5 +4.3
VONV Vanguard Russell 1000 Value ETF 5.5 8 -8 6.8 +2.6
KOMP SPDR S&P Kensho New Economies Composite ETF 5.5 20 -20 2.0 -2.2
XITK SPDR FactSet Innovative Technology ETF 5.5 45 -45 2.6 -1.6
IWD iShares Russell 1000 Value ETF 5.5 19 -19 6.6 +2.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 5.5 61 -61 -13.9 -18.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.4 25 -25 5.8 +1.6
XSW SPDR S&P Software & Services ETF 5.4 35 -35 2.9 -1.3
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 5.4 75 -75 5.0 +0.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.3 12 -12 5.5 +1.3
DEUS Xtrackers Russell US Multifactor ETF 5.1 17 -17 7.2 +3.0
VFH Vanguard Financials ETF 5.1 10 -10 6.5 +2.3
IXG iShares Global Financials ETF 5.1 42 -42 6.9 +2.7
IYG iShares US Financial Services ETF 5.1 40 -40 5.9 +1.7
XLF Financial Select Sector SPDR Fund 5.1 9 -9 6.1 +1.9
FNCL Fidelity MSCI Financials Index ETF 5.1 8 -8 6.5 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.1 65 -65 3.9 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 5.0 18 -18 6.7 +2.5
EUSA iShares MSCI USA Equal Weighted ETF 5.0 9 -9 6.2 +2.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 5.0 60 -60 6.5 +2.3
RTH VanEck Retail ETF 5.0 35 -35 6.0 +1.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 5.0 61 -61 5.0 +0.8
XSD SPDR S&P Semiconductor ETF 5.0 35 -35 5.1 +0.9
SIZE iShares MSCI USA Size Factor ETF 4.9 15 -15 6.0 +1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.8 58 -58 4.5 +0.3
KLDW Knowledge Leaders Developed World ETF 4.8 75 -75 4.9 +0.7
GDOC Goldman Sachs Future Health Care Equity ETF 4.8 75 -75 3.1 -1.1
LUXX Roundhill S&P Global Luxury ETF 4.8 45 -45 2.7 -1.5
JRNY ALPS Global Travel Beneficiaries ETF 4.8 65 -65 0.0 -4.2
EBIZ Global X E-Commerce ETF 4.8 50 -50 1.1 -3.1
AWAY ETFMG Travel Tech ETF 4.8 76 -76 -4.1 -8.3
USMF WisdomTree U.S. Multifactor Fund 4.8 28 -28 7.0 +2.8
ONEO SPDR Russell 1000 Momentum Focus ETF 4.7 20 -20 7.2 +3.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.7 40 -40 7.3 +3.1
VFMV Vanguard U.S. Minimum Volatility ETF 4.7 13 -13 5.4 +1.2
WCLD WisdomTree Cloud Computing Fund 4.7 45 -45 1.5 -2.7
IYT iShares US Transportation ETF 4.7 40 -40 2.2 -2.0
IWFH iShares Virtual Work and Life Multisector ETF 4.6 47 -47 -3.4 -7.6
SUPL ProShares Supply Chain Logistics ETF 4.6 58 -58 13.2 +9.0
CNRG SPDR S&P Kensho Clean Power ETF 4.6 45 -45 -7.2 -11.4
SCHV Schwab U.S. Large-Cap Value ETF 4.6 4 -4 6.7 +2.5
WCEO Hypatia Women CEO ETF 4.5 85 -85 5.1 +0.9
BGIG Bahl & Gaynor Income Growth ETF 4.5 45 -45 5.3 +1.1
VALQ American Century U.S. Quality Value ETF 4.5 29 -29 7.5 +3.3
MBOX Freedom Day Dividend ETF 4.4 39 -39 7.8 +3.6
ARKK ARK Innovation ETF 4.4 75 -75 -4.8 -9.0
MOTG VanEck Morningstar Global Wide Moat ETF 4.3 52 -52 5.7 +1.5
MDCP VictoryShares THB Mid Cap ESG ETF 4.3 55 -55 5.3 +1.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.2 56 -56 1.7 -2.6
WGMI Valkyrie Bitcoin Miners ETF 4.2 75 -75 -12.0 -16.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 4.2 40 -40 7.2 +3.0
BEDZ AdvisorShares Hotel ETF 4.2 100 -100 2.9 -1.3
FXH First Trust Health Care AlphaDEX Fund 4.1 62 -62 7.0 +2.8
IYJ iShares U.S. Industrials ETF 4.1 40 -40 4.9 +0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.1 40 -40 6.0 +1.8
FTXR First Trust Nasdaq Transportation ETF 4.0 60 -60 5.1 +0.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 -39 4.9 +0.7
MGV Vanguard Mega Cap Value ETF 4.0 7 -7 6.9 +2.7
BMED Future Health ETF 4.0 85 -85 0.2 -4.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.9 68 -68 1.1 -3.1
ESGS Columbia U.S. ESG Equity Income ETF 3.9 35 -35 6.4 +2.2
BNE Blue Horizon BNE ETF 3.7 87 -87 4.9 +0.7
ESPO VanEck Video Gaming and eSports ETF 3.7 56 -56 4.4 +0.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 3.7 60 -60 3.9 -0.3
TINT ProShares Smart Materials ETF 3.7 58 -58 5.5 +1.3
WCBR WisdomTree Cybersecurity Fund 3.7 45 -45 1.9 -2.3
SPAM Themes Cybersecurity ETF 3.7 35 -35 1.9 -2.3
CIBR First Trust NASDAQ Cybersecurity ETF 3.7 60 -60 3.9 -0.3
BUG Global X Cybersecurity ETF 3.7 51 -51 2.4 -1.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 3.7 41 -41 8.9 +4.7
IYZ iShares U.S. Telecommunications ETF 3.7 40 -40 8.3 +4.1
VICE AdvisorShares Vice ETF 3.7 99 -99 7.5 +3.3
HAIL SPDR S&P Kensho Smart Mobility ETF 3.7 45 -45 -2.0 -6.2
IHAK iShares Cybersecurity & Tech ETF 3.7 47 -47 3.1 -1.1
DIVZ TrueShares Low Volatility Equity Income ETF 3.7 65 -65 8.5 +4.3
VOT Vanguard Mid-Cap Growth ETF 3.6 7 -7 4.2 -0.0
XTL SPDR S&P Telecom ETF 3.6 35 -35 6.5 +2.3
VTV Vanguard Value ETF 3.5 4 -4 7.1 +2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 -29 8.3 +4.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.4 75 -75 5.4 +1.2
PFI Invesco Dorsey Wright Financial Momentum ETF 3.4 60 -60 6.3 +2.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.4 39 -39 -1.4 -5.6
DSTL Distillate US Fundamental Stability & Value ETF 3.4 39 -39 7.9 +3.7
ARKF ARK Fintech Innovation ETF 3.3 75 -75 -2.2 -6.4
AUSF Global X Adaptive U.S. Factor ETF 3.3 27 -27 9.0 +4.8
SHPP Pacer Industrials and Logistics ETF 3.2 60 -60 9.0 +4.8
ACWV iShares MSCI Global Min Vol Factor ETF 3.2 20 -20 6.7 +2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 58 -58 5.4 +1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.1 52 -52 5.5 +1.3
DIVS SmartETFs Dividend Builder ETF 3.0 65 -65 4.7 +0.5
WDNA WisdomTree BioRevolution Fund 3.0 45 -45 -4.3 -8.5
SQEW LeaderShares Equity Skew ETF 3.0 81 -81 6.0 +1.8
XRT SPDR S&P Retail ETF 3.0 35 -35 8.8 +4.6
REVS Columbia Research Enhanced Value ETF 2.9 19 -19 7.8 +3.6
BOUT Innovator IBD Breakout Opportunities ETF 2.9 81 -81 2.8 -1.4
CGRO CoreValues Alpha Greater China Growth ETF 2.8 75 -75 2.4 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.8 20 -20 6.0 +1.8
VLUE iShares MSCI USA Value Factor ETF 2.8 15 -15 10.9 +6.7
XTN SPDR S&P Transportation ETF 2.6 35 -35 1.0 -3.2
KXI iShares Global Consumer Staples ETF 2.6 41 -41 5.6 +1.4
VDC Vanguard Consumer Staples ETF 2.6 10 -10 6.0 +1.8
XLP Consumer Staples Select Sector SPDR Fund 2.6 9 -9 5.9 +1.7
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.6 60 -60 4.7 +0.5
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 2.6 8 -8 6.0 +1.8
AHOY Newday Ocean Health ETF 2.6 75 -75 5.5 +1.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 2.6 40 -40 6.9 +2.7
BITQ Bitwise Crypto Industry Innovators ETF 2.5 85 -85 -4.9 -9.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.5 85 -85 -0.9 -5.1
STCE Schwab Crypto Thematic ETF 2.5 30 -30 -8.4 -12.6
BPAY BlackRock Future Financial and Technology ETF 2.4 70 -70 8.3 +4.1
GLIF AGF Global Infrastructure ETF 2.4 45 -45 5.5 +1.3
PJP Invesco Pharmaceuticals ETF 2.4 57 -57 7.2 +3.0
XPH SPDR S&P Pharmaceuticals ETF 2.4 35 -35 4.9 +0.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.4 60 -60 -3.4 -7.6
MEDI Harbor Health Care ETF 2.4 80 -80 0.9 -3.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.4 60 -60 8.9 +4.7
MEDX Horizon Kinetics Medical ETF 2.4 85 -85 -0.2 -4.4
IHE iShares U.S. Pharmaceuticals ETF 2.4 40 -40 8.0 +3.8
PPH VanEck Pharmaceutical ETF 2.4 36 -36 8.8 +4.6
AGNG Global X Aging Population ETF 2.4 50 -50 4.1 -0.1
FDHT Fidelity Digital Health ETF 2.4 39 -39 -2.4 -6.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.4 58 -58 -0.3 -4.5
ONLN ProShares Online Retail ETF 2.4 58 -58 2.9 -1.3
WTRE WisdomTree New Economy Real Estate Fund 2.4 58 -58 5.0 +0.8
IDRV iShares Self-driving EV & Tech ETF 2.4 47 -47 -0.5 -4.7
RNEW VanEck Green Infrastructure ETF 2.4 45 -45 -0.4 -4.6
ARKX ARK Space Exploration & Innovation ETF 2.4 75 -75 1.6 -2.6
BATT Amplify Lithium & Battery Technology ETF 2.4 59 -59 2.7 -1.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.4 65 -65 -1.1 -5.3
SMOG VanEck Low Carbon Energy ETF 2.4 61 -61 2.8 -1.4
FPX First Trust US Equity Opportunities ETF 2.4 61 -61 0.6 -3.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.4 39 -39 -3.4 -7.6
IHI iShares U.S. Medical Devices ETF 2.4 40 -40 3.8 -0.4
LIT Global X Lithium & Battery Tech ETF 2.4 75 -75 9.4 +5.2
PTEC Global X PropTech ETF 2.4 50 -50 1.6 -2.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.4 72 -72 2.0 -2.3
CCSO Carbon Collective Climate Solutions US Equity ETF 2.4 35 -35 2.3 -2.0
ERTH Invesco MSCI Sustainable Future ETF 2.4 62 -62 3.5 -0.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 2.4 45 -45 6.1 +1.9
EV Mast Global Battery Recycling & Production ETF 2.4 65 -65 12.8 +8.6
CWS AdvisorShares Focused Equity ETF 2.4 84 -84 4.9 +0.7
ACES ALPS Clean Energy ETF 2.4 55 -55 -4.8 -9.0
ETEC iShares Breakthrough Environmental Solutions ETF 2.4 47 -47 5.0 +0.8
PKW Invesco Buyback Achievers ETF 2.4 62 -62 7.2 +3.0
PEJ Invesco Leisure and Entertainment ETF 2.4 58 -58 0.4 -3.8
EATZ AdvisorShares Restaurant ETF 2.4 101 -101 2.7 -1.5
KCAL Subversive Food Security ETF 2.4 75 -75 0.0 -4.2
STXV Strive 1000 Value ETF 2.2 18 -18 7.9 +3.7
MAGA Point Bridge America First ETF 2.2 72 -72 6.4 +2.2
ODDS Pacer BlueStar Digital Entertainment ETF 2.2 60 -60 2.9 -1.3
MEM Matthews Emerging Markets Equity Active ETF 2.2 79 -79 5.6 +1.4
BKCH Global X Blockchain ETF 2.2 50 -50 -5.6 -9.8
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 59 -59 8.3 +4.1
JETS U.S. Global Jets ETF 2.0 60 -60 -15.7 -19.9
FIXT Procure Disaster Recovery Strategy ETF 1.9 75 -75 5.7 +1.5
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -65 4.5 +0.3
FBCV Fidelity Blue Chip Value ETF 1.9 59 -59 7.2 +3.0
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -39 8.5 +4.3
WTV WisdomTree US Value Fund of Benef Interest 1.8 12 -12 8.7 +4.5
RSPG Invesco S&P 500 Equal Weight Energy ETF 1.8 40 -40 7.5 +3.3
GCOW Pacer Global Cash Cows Dividend ETF 1.8 60 -60 13.7 +9.5
FXN First Trust Energy AlphaDEX Fund 1.8 62 -62 3.6 -0.6
IXC iShares Global Energy ETF 1.8 44 -44 8.5 +4.3
SMRI Bushido Capital US Equity ETF 1.8 71 -71 10.5 +6.3
DURA VanEck Durable High Dividend ETF 1.8 29 -29 7.4 +3.2
IYE iShares U.S. Energy ETF 1.8 40 -40 6.8 +2.6
VDE Vanguard Energy ETF 1.8 10 -10 7.1 +2.9
DRLL Strive U.S. Energy ETF 1.8 41 -41 6.8 +2.6
FILL iShares MSCI Global Energy Producers ETF 1.8 39 -39 9.3 +5.1
EQRR ProShares Equities for Rising Rates ETF 1.8 35 -35 8.0 +3.8
PWV Invesco Large Cap Value ETF 1.8 55 -55 7.7 +3.5
NANR SPDR S&P North American Natural Resources ETF 1.8 35 -35 6.8 +2.6
HDV iShares Core High Dividend ETF 1.8 8 -8 8.2 +4.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -85 2.0 -2.2
PXE Invesco Energy Exploration & Production ETF 1.8 60 -60 12.0 +7.8
XLE Energy Select Sector SPDR Fund 1.8 9 -9 7.3 +3.1
FCG First Trust Natural Gas ETF 1.8 60 -60 9.7 +5.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.8 40 -40 9.4 +5.2
FENY Fidelity MSCI Energy Index ETF 1.8 8 -8 7.1 +2.9
DIVL Madison Dividend Value ETF 1.8 65 -65 6.2 +2.0
PXI Invesco Dorsey Wright Energy Momentum ETF 1.8 60 -60 7.6 +3.4
XOP SPDR S&P Oil & Gas Exploration & Production ETF 1.8 35 -35 10.5 +6.3
FTXN First Trust Nasdaq Oil & Gas ETF 1.8 60 -60 7.5 +3.3
IGE iShares North American Natural Resources ETF 1.8 41 -41 6.6 +2.4
FTWO Strive FAANG 2.0 ETF 1.8 49 -49 4.8 +0.6
FITE SPDR S&P Kensho Future Security ETF 1.8 45 -45 3.0 -1.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.7 46 -46 8.9 +4.7
VO Vanguard Mid-Cap ETF 1.7 4 -4 5.8 +1.6
HOMZ Hoya Capital Housing ETF 1.7 30 -30 8.0 +3.8
RUNN Running Oak Efficient Growth ETF 1.7 58 -58 4.9 +0.7
FXO First Trust Financials AlphaDEX Fund 1.7 62 -62 9.2 +5.0
RPV Invesco S&P 500 Pure Value ETF 1.7 35 -35 10.0 +5.8
SPVU Invesco S&P 500 Enhanced Value ETF 1.7 13 -13 9.4 +5.2
ABEQ Absolute Select Value ETF 1.7 85 -85 4.7 +0.5
IYF iShares U.S. Financials ETF 1.7 40 -40 6.3 +2.1
DFNL Davis Select Financial ETF 1.7 63 -63 6.8 +2.6
FLV American Century Focused Large Cap Value ETF 1.7 42 -42 6.5 +2.3
BLES Inspire Global Hope ETF 1.6 61 -61 6.3 +2.1
IPDP Dividend Performers ETF 1.6 122 -122 4.9 +0.7
XHE SPDR S&P Health Care Equipment ETF 1.6 35 -35 0.6 -3.6
PBW Invesco WilderHill Clean Energy ETF 1.4 66 -66 -18.3 -22.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.4 60 -60 7.8 +3.6
VAW Vanguard Materials ETF 1.4 10 -10 6.5 +2.3
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.4 40 -40 7.5 +3.3
IYM iShares U.S. Basic Materials ETF 1.4 40 -40 6.8 +2.6
MXI iShares Global Materials ETF 1.4 41 -41 6.6 +2.4
XLB Materials Select Sector SPDR Fund 1.4 9 -9 5.8 +1.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.4 55 -55 3.6 -0.6
HDRO Defiance Next Gen H2 ETF 1.4 30 -30 -10.4 -14.6
HYDR Global X Hydrogen ETF 1.4 50 -50 -12.5 -16.7
RSHO Tema American Reshoring ETF 1.4 75 -75 3.6 -0.6
GNR SPDR S&P Global Natural Resources ETF 1.4 40 -40 9.3 +5.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.3 40 -40 3.8 -0.4
HAP VanEck Natural Resources ETF 1.3 50 -50 9.6 +5.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.3 50 -50 8.0 +3.8
JIG JPMorgan International Growth ETF 1.3 55 -55 4.3 +0.1
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 -23 3.9 -0.3
TEMP JPMorgan Climate Change Solutions ETF 1.2 49 -49 4.6 +0.4
ECML Euclidean Fundamental Value ETF 1.2 95 -95 8.8 +4.6
DEW WisdomTree Global High Dividend Fund 1.1 58 -58 9.1 +4.9
VYM Vanguard High Dividend Yield Index ETF 1.1 6 -6 7.4 +3.2
SDY SPDR S&P Dividend ETF 1.1 35 -35 6.3 +2.1
SYLD Cambria Shareholder Yield ETF 1.1 59 -59 11.8 +7.6
VRAI Virtus Real Asset Income ETF 1.1 55 -55 8.6 +4.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -67 9.3 +5.1
XLI Industrial Select Sector SPDR Fund 1.0 9 -9 4.4 +0.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.0 61 -61 6.2 +2.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 -30 8.1 +3.9
DIVB iShares Core Dividend ETF 0.9 5 -5 8.1 +3.9
GVLU Gotham 1000 Value ETF 0.9 50 -50 7.4 +3.2
FIDU Fidelity MSCI Industrial Index ETF 0.9 8 -8 4.8 +0.6
GERM ETFMG Treatments Testing and Advancements ETF 0.9 68 -68 -6.0 -10.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 -6 4.3 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 0.8 0 0 10.7 +6.5
NULV Nuveen ESG Large-Cap Value ETF 0.8 26 -26 7.2 +3.0
FLDZ RiverNorth Patriot ETF 0.7 75 -75 5.8 +1.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 -38 8.4 +4.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 -35 8.4 +4.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.7 80 -80 5.1 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 -15 6.9 +2.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 54 -54 6.3 +2.1
TPHD Timothy Plan High Dividend Stock ETF 0.6 52 -52 6.3 +2.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 -15 7.1 +2.9
FVD First Trust Value Line Dividend Index Fund 0.6 65 -65 6.0 +1.8
EXI iShares Global Industrials ETF 0.6 42 -42 4.6 +0.4
VFVA Vanguard U.S. Value Factor ETF 0.6 13 -13 10.7 +6.5
CVAR Cultivar ETF 0.5 87 -87 7.0 +2.8
VIS Vanguard Industrials ETF 0.4 10 -10 4.5 +0.3
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 -4 6.2 +2.0
IWR iShares Russell Midcap ETF 0.4 19 -19 5.7 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 -24 8.0 +3.8
TGRW T. Rowe Price Growth Stock ETF 0.4 52 -52 4.2 -0.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.2 57 -57 3.5 -0.7
EATV VegTech Plant-based Innovation & Climate ETF 0.1 75 -75 1.0 -3.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 -39 4.5 +0.3
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -50 4.9 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 -25 6.8 +2.6
IWS iShares Russell Mid-Cap Value ETF 0.0 23 -23 6.6 +2.4
TEQI T. Rowe Price Equity Income ETF 0.0 54 -54 4.1 -0.1

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

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 Puzzle Mature Growth
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 27.8 %
Divided by: Fwd. P/BV 6.6 x
Less: Expense ratio 0 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 CATEGORY
AVERAGE		 1.55
 
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.