First Trust NASDAQ-100 Technology Sector Index Fund
ALTAR
Score™		 4.2% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 30.5x P/Sales
ratio		 5.6x
P/BV
ratio		 5.5x Div.
yield		 0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
First Trust NASDAQ-100-Technology Sector Index objective is investment results that correspond to the price and yield of the NASDAQ-100 Technology Index. The Fund invests in the technology and

FUND BASICS
Category US Equities
Fund Sponsor First Trust Advisors LP
Website www.ftportfolios.com
Inception date Apr 19, 2006
Assets (mns) $22,575
Currency USD
Expense ratio 57 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 257
Wgt avg mkt cap (mns) $389,661
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
ATLASSIAN CORP. CLASS A 15.1 %
APPLE INC 2.8 %
GLOBALFOUNDRIES INC. 2.7 %
COGNIZANT TECH SOLUTIONS-A 2.7 %
PALO ALTO NETWORKS INC 2.7 %
ADOBE SYSTEMS INC 2.6 %
ON SEMICONDUCTOR CORPORATION 2.6 %
MONGODB, INC. CLASS A 2.6 %
TEXAS INSTRUMENTS INC 2.6 %
ZSCALER, INC. 2.6 %
Total 39.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.9 %
AUSTRALIA 15.1 %
NETHERLANDS 4.8 %
CHINA 2.4 %
BRITAIN 2.2 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.5% 34.3% 18.6% 18.0% 14.1%

Market Correlations
versus... Beta R-squared
S&P500 1.27 73%
MSCI EAFE 1.08 50%
MSCI Emg. Mkts. 0.95 39%

Technical Indicators
Recent close $184.52
30d moving avg. $199.90
Annualized volatility 26.7%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.5%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 83
Turnover 0.1%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $139,338

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the First Trust NASDAQ-100 Technology Sector Index Fund ETF based on the alternatives' overlap in portfolio holdings with QTEC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: QTEC Expense: 57 bp ALTAR Score™: 4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH QTEC
Ticker Fund
Name		 Overlap1
vs QTEC
(%)		 Expense
ratio
(bp)		 Savings
vs QTEC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs QTEC
(%)
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 44.9 58 -1 5.0 +0.8
XNTK SPDR NYSE Technology ETF 42.4 35 22 4.1 -0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 40.7 35 22 5.1 +1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 40.7 60 -3 4.0 -0.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 39.8 40 17 5.6 +1.4
SOXQ Invesco PHLX Semiconductor ETF 39.8 19 38 4.9 +0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 39.3 45 12 3.2 -1.0
IYW iShares U.S. Technology ETF 38.3 40 17 4.7 +0.5
SMH VanEck Semiconductor ETF 37.9 35 22 4.7 +0.6
SOXX iShares Semiconductor ETF 37.1 35 22 5.5 +1.3
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 36.8 40 17 4.7 +0.5
IGM iShares Expanded Tech Sector ETF 36.8 41 16 4.6 +0.5
QQMG Invesco ESG NASDAQ 100 ETF 35.9 20 37 4.8 +0.7
XPND First Trust Expanded Technology ETF 35.7 65 -8 4.2 +0.1
XLK Technology Select Sector SPDR Fund 35.1 9 48 5.1 +0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 34.8 40 17 4.3 +0.1
FDTX Fidelity Disruptive Technology ETF 34.6 50 7 3.0 -1.2
QQQ Invesco QQQ Trust Series I 34.2 20 37 4.7 +0.5
QQQM Invesco NASDAQ 100 ETF 34.2 15 42 4.8 +0.6
FTXL First Trust Nasdaq Semiconductor ETF 32.1 60 -3 6.0 +1.8
CLOD Themes Cloud Computing ETF 31.4 35 22 3.7 -0.4
MVPS Amplify Thematic All-Stars ETF 30.7 49 8 3.1 -1.1
VGT Vanguard Information Technology ETF 30.3 10 47 4.7 +0.5
ARVR First Trust Indxx Metaverse ETF 29.9 70 -13 1.7 -2.5
IQM Franklin Intelligent Machines ETF 29.4 50 7 3.5 -0.6
FXL First Trust Technology AlphaDEX Fund 28.7 61 -4 5.2 +1.0
IGV iShares Expanded Tech-Software Sector ETF 28.7 41 16 3.3 -0.8
IGPT Invesco AI and Next Gen Software ETF 28.3 60 -3 4.3 +0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 28.2 45 12 5.5 +1.3
FTEC Fidelity MSCI Information Technology Index ETF 28.1 8 49 4.7 +0.6
XSD SPDR S&P Semiconductor ETF 27.9 35 22 4.7 +0.5
DFNV Donoghue Forlines Innovation ETF 27.4 69 -12 4.9 +0.7
AIQ Global X Artificial Intelligence & Technology ETF 27.0 68 -11 4.0 -0.1
VEGN US Vegan Climate ETF 26.9 60 -3 4.8 +0.7
FLQL Franklin LibertyQ U.S. Equity ETF 25.9 15 42 5.9 +1.7
FMET Fidelity Metaverse ETF 25.7 39 18 5.1 +0.9
QTUM Defiance Quantum ETF 25.7 40 17 4.4 +0.2
CHAT Roundhill Generative AI & Technology ETF 25.6 75 -18 4.1 -0.1
IXN iShares Global Tech ETF 25.6 41 16 4.3 +0.2
RPG Invesco S&P 500 Pure Growth ETF 25.5 35 22 3.6 -0.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 25.5 50 7 5.4 +1.2
WFH Direxion Work From Home ETF 25.3 45 12 6.5 +2.4
CARZ First Trust NASDAQ Global Auto Index Fund 25.2 70 -13 2.9 -1.2
QGRW WisdomTree U.S. Quality Growth Fund 25.0 28 29 4.9 +0.8
SPHB Invesco S&P 500 High Beta ETF 24.9 25 32 4.0 -0.2
FDN First Trust Dow Jones Internet Index Fund 24.8 52 5 2.4 -1.8
SKYY First Trust Cloud Computing ETF 24.8 60 -3 3.6 -0.6
FDND FT Vest Dow Jones Internet & Target Income ETF 24.8 75 -18 2.3 -1.9
PWB Invesco Large Cap Growth ETF 24.7 56 1 3.5 -0.7
METV Roundhill Ball Metaverse ETF 24.7 59 -2 3.4 -0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 24.7 14 43 6.0 +1.9
ONEQ Fidelity Nasdaq Composite Index ETF 24.5 21 36 4.0 -0.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 24.2 49 8 5.1 +0.9
INNO Harbor Disruptive Innovation ETF 23.7 75 -18 -1.5 -5.7
TRFM AAM Transformers ETF 23.6 49 8 1.5 -2.7
PSET Principal Quality ETF 23.5 15 42 5.5 +1.3
DEMZ Democratic Large Cap Core ETF 22.9 45 12 4.3 +0.1
IETC iShares U.S. Tech Independence Focused ETF 22.9 18 39 4.7 +0.5
FIVG Defiance Next Gen Connectivity ETF 22.9 30 27 6.1 +2.0
SXQG ETC 6 Meridian Quality Growth ETF 22.7 100 -43 4.2 -0.0
IVRS iShares Future Metaverse Tech and Communications ETF 22.7 47 10 -3.9 -8.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 22.7 75 -18 3.1 -1.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 22.6 75 -18 3.6 -0.6
KNCT Invesco Next Gen Connectivity ETF 22.5 40 17 5.7 +1.5
OGIG ALPS O'Shares Global Internet Giants ETF 22.5 48 9 0.6 -3.6
JQUA JPMorgan U.S. Quality Factor ETF 22.5 12 45 6.0 +1.8
QUAL iShares MSCI USA Quality Factor ETF 22.4 15 42 5.3 +1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 22.4 18 39 4.6 +0.4
PSI Invesco Semiconductors ETF 22.2 57 0 4.5 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 22.1 60 -3 4.2 +0.1
QGRO American Century U.S. Quality Growth ETF 21.9 29 28 4.8 +0.7
PTF Invesco Dorsey Wright Technology Momentum ETF 21.8 60 -3 0.7 -3.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 21.4 10 47 5.5 +1.3
QLC FlexShares US Quality Large Cap Index Fund 21.4 25 32 5.6 +1.4
CACG ClearBridge All Cap Growth ESG ETF 21.4 54 3 3.6 -0.5
MGK Vanguard Mega Cap Growth ETF 21.3 7 50 4.4 +0.2
SUSA iShares MSCI USA ESG Select ETF 21.3 25 32 5.3 +1.1
FTGS First Trust Growth Strength ETF 21.3 60 -3 5.8 +1.6
NACP Impact Shares NAACP Minority Empowerment ETF 21.1 49 8 5.2 +1.0
LRGE ClearBridge Large Cap Growth ESG ETF 21.1 59 -2 3.7 -0.5
CAML Congress Large Cap Growth ETF 21.1 66 -9 3.3 -0.9
IVW iShares S&P 500 Growth ETF 20.9 18 39 4.6 +0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 20.9 4 53 4.8 +0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 20.8 45 12 4.7 +0.6
WUGI AXS Esoterica NextG Economy ETF 20.7 75 -18 2.8 -1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 20.7 50 7 4.4 +0.3
SPHQ Invesco S&P 500 Quality ETF 20.6 15 42 5.7 +1.5
IWY iShares Russell Top 200 Growth ETF 20.5 20 37 5.1 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 20.5 36 21 4.8 +0.6
GGRW Gabelli Growth Innovators ETF 20.5 90 -33 2.7 -1.5
HLAL Wahed FTSE USA Shariah ETF 20.4 50 7 4.9 +0.7
STXG Strive 1000 Growth ETF 20.4 18 39 4.3 +0.2
JMOM JPMorgan U.S. Momentum Factor ETF 20.4 12 45 4.9 +0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 20.4 30 27 4.8 +0.7
ILCG iShares Morningstar Growth ETF 20.3 4 53 4.1 -0.0
VUG Vanguard Growth ETF 20.3 4 53 4.3 +0.2
BUZZ VanEck Social Sentiment ETF 20.3 75 -18 0.2 -4.0
IUSG iShares Core S&P U.S. Growth ETF 20.2 4 53 4.8 +0.6
QUS SPDR MSCI USA StrategicFactors ETF 20.2 15 42 5.9 +1.8
IWF iShares Russell 1000 Growth ETF 20.2 19 38 4.9 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 20.1 9 48 5.3 +1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 20.1 79 -22 5.9 +1.7
ESGU iShares ESG Aware MSCI USA ETF 20.0 15 42 5.3 +1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 20.0 14 43 5.2 +1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 19.9 9 48 5.0 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 19.9 9 48 5.7 +1.5
TRFK Pacer Data and Digital Revolution ETF 19.9 60 -3 4.6 +0.5
XDAT Franklin Exponential Data ETF 19.9 50 7 3.0 -1.1
JGRO JPMorgan Active Growth ETF 19.8 44 13 3.6 -0.5
VOOG Vanguard S&P 500 Growth ETF 19.8 10 47 4.7 +0.6
TTAC FCF US Quality ETF 19.8 59 -2 6.3 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 19.8 29 28 9.9 +5.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 19.8 7 50 5.2 +1.0
IWL iShares Russell Top 200 ETF 19.7 15 42 5.0 +0.9
SHE SPDR MSCI USA Gender Diversity ETF 19.7 20 37 5.0 +0.8
VOTE TCW Transform 500 ETF 19.7 5 52 5.2 +1.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 19.6 12 45 4.8 +0.7
FELG Fidelity Enhanced Large Cap Growth ETF 19.6 18 39 5.0 +0.8
GGME Invesco Next Gen Media and Gaming ETF 19.6 60 -3 3.9 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 19.6 4 53 4.5 +0.3
QDF FlexShares Quality Dividend Index Fund 19.5 37 20 4.5 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 19.5 2 55 5.2 +1.1
XVV iShares ESG Screened S&P 500 ETF 19.5 8 49 5.1 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 19.4 7 50 5.2 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 19.4 9 48 5.1 +1.0
BTHM BlackRock Future U.S. Themes ETF 19.4 60 -3 4.3 +0.1
STRV Strive 500 ETF 19.3 5 52 5.2 +1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 19.2 8 49 5.2 +1.1
SNPG Xtrackers S&P 500 Growth ESG ETF 19.2 15 42 4.8 +0.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 19.1 10 47 4.7 +0.5
PBUS Invesco MSCI USA ETF 19.1 4 53 5.2 +1.1
IBOT Vaneck Robotics ETF 19.1 47 10 3.7 -0.4
VONG Vanguard Russell 1000 Growth ETF 19.0 8 49 5.0 +0.9
MTUM iShares MSCI USA Momentum Factor ETF 19.0 15 42 4.0 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 19.0 11 46 5.2 +1.0
ILCB iShares Morningstar U.S. Equity ETF 19.0 3 54 5.2 +1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 19.0 20 37 5.0 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 18.9 10 47 4.6 +0.5
IVV iShares Core S&P 500 ETF 18.9 3 54 5.3 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18.9 19 38 6.5 +2.3
SPY SPDR S&P 500 ETF Trust 18.9 9 48 5.2 +1.0
SPLG SPDR Portfolio S&P 500 ETF 18.9 2 55 5.3 +1.1
SCHX Schwab U.S. Large-Cap ETF 18.9 3 54 5.3 +1.1
SPMO Invesco S&P 500 Momentum ETF 18.8 13 44 3.9 -0.2
SFY SoFi Select 500 ETF 18.8 0 57 4.8 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 18.8 29 28 5.1 +1.0
ANEW ProShares MSCI Transformational Changes ETF 18.8 45 12 3.6 -0.6
APUE ActivePassive U.S. Equity ETF 18.7 45 12 4.9 +0.8
TMFC Motley Fool 100 Index ETF 18.7 50 7 3.9 -0.3
SCHK Schwab 1000 Index ETF 18.6 5 52 5.3 +1.1
IYY iShares Dow Jones U.S. ETF 18.6 20 37 5.0 +0.9
RAFE PIMCO RAFI ESG U.S. ETF 18.6 29 28 7.2 +3.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 18.5 75 -18 4.3 +0.2
DFUS Dimensional U.S. Equity ETF 18.5 9 48 5.1 +1.0
IWB iShares Russell 1000 ETF 18.5 15 42 5.1 +1.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 18.4 15 42 6.0 +1.8
FBCG Fidelity Blue Chip Growth ETF 18.3 59 -2 2.8 -1.3
JOET Virtus Terranova US Quality Momentum ETF 18.3 29 28 5.2 +1.0
SCHB Schwab U.S. Broad Market ETF 18.3 3 54 5.2 +1.0
AVUS Avantis U.S. Equity ETF 18.3 15 42 5.9 +1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 18.3 3 54 5.1 +0.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 18.2 3 54 5.4 +1.2
VUSE Vident U.S. Equity Strategy ETF 18.2 50 7 3.5 -0.7
JHML John Hancock Multifactor Large Cap ETF 18.2 29 28 5.6 +1.4
IWV iShares Russell 3000 ETF 18.1 20 37 5.0 +0.8
CHGX AXS Change Finance ESG ETF 18.1 49 8 5.1 +0.9
FQAL Fidelity Quality Factor ETF 18.1 15 42 5.9 +1.8
ROE Astoria US Quality Kings ETF 18.0 49 8 7.8 +3.6
MGC Vanguard Mega Cap ETF 18.0 7 50 5.1 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 18.0 0 57 5.3 +1.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 18.0 15 42 5.0 +0.8
KRMA Global X Conscious Companies ETF 17.9 43 14 5.9 +1.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 17.9 106 -49 4.0 -0.2
JVAL JPMorgan U.S. Value Factor ETF 17.9 12 45 8.2 +4.1
WRND IQ Global Equity R&D Leaders ETF 17.9 18 39 7.1 +2.9
DGRW WisdomTree US Quality Dividend Growth Fund 17.8 28 29 6.1 +1.9
CRTC Xtrackers US National Critical Technologies ETF 17.8 35 22 5.4 +1.2
USXF iShares ESG Advanced MSCI USA ETF 17.7 10 47 5.4 +1.2
FELC Fidelity Enhanced Large Cap Core ETF 17.7 18 39 5.6 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 17.7 11 46 5.0 +0.9
VSLU Applied Finance Valuation Large Cap ETF 17.7 49 8 5.7 +1.6
DFAU Dimensional US Core Equity Market ETF 17.6 12 45 5.3 +1.2
DARP Grizzle Growth ETF 17.6 75 -18 3.9 -0.3
XT iShares Exponential Technologies ETF 17.6 46 11 4.7 +0.5
ESGV Vanguard ESG U.S. Stock ETF 17.5 9 48 5.1 +1.0
RVRB Reverb ETF 17.4 30 27 5.0 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 17.4 9 48 5.4 +1.3
VV Vanguard Large-Cap ETF 17.4 4 53 5.3 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 17.4 32 25 5.0 +0.9
XLG Invesco S&P 500 Top 50 ETF 17.4 20 37 4.7 +0.5
SFYF SoFi Social 50 ETF 17.3 29 28 -3.4 -7.5
OEF iShares S&P 100 ETF 17.3 20 37 5.0 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 17.2 9 48 4.9 +0.8
DFSU Dimensional US Sustainability Core 1 ETF 17.2 18 39 5.6 +1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 17.2 15 42 4.9 +0.8
TOK iShares MSCI Kokusai ETF 17.1 26 31 5.2 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 17.1 50 7 4.7 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 17.1 25 32 5.6 +1.4
VOO Vanguard S&P 500 ETF 17.1 3 54 5.4 +1.2
QLTY GMO U.S. Quality ETF 17.0 50 7 4.4 +0.2
FDCF Fidelity Disruptive Communications ETF 17.0 50 7 2.7 -1.4
EPS WisdomTree U.S. LargeCap Fund 16.9 8 49 6.2 +2.1
SPMV Invesco S&P 500 Minimum Variance ETF 16.9 10 47 5.6 +1.4
URTH iShares MSCI World ETF 16.8 24 33 5.4 +1.2
ADME Aptus Drawdown Managed Equity ETF 16.8 79 -22 4.3 +0.1
BKWO BNY Mellon Women's Opportunities ETF 16.8 50 7 4.1 -0.1
LOUP Innovator Deepwater Frontier Tech ETF 16.7 70 -13 1.9 -2.2
DRIV Global X Autonomous & Electric Vehicles ETF 16.7 68 -11 5.7 +1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 16.7 20 37 5.1 +0.9
RECS Columbia Research Enhanced Core ETF 16.7 15 42 5.6 +1.5
USMC Principal U.S. Mega-Cap ETF 16.7 12 45 5.0 +0.9
ACVF American Conservative Values ETF 16.7 75 -18 4.4 +0.3
VONE Vanguard Russell 1000 ETF 16.7 8 49 5.3 +1.1
HDUS Hartford Disciplined US Equity ETF 16.6 19 38 6.2 +2.0
FLRG Fidelity U.S. Multifactor ETF 16.6 15 42 7.7 +3.5
NBDS Neuberger Berman Disrupters ETF 16.6 55 2 1.5 -2.7
IDAT iShares Future Cloud 5G and Tech ETF 16.6 47 10 4.4 +0.2
FFND Future Fund Active ETF 16.5 100 -43 -0.2 -4.3
PDP Invesco Dorsey Wright Momentum ETF 16.4 62 -5 3.6 -0.6
DUHP Dimensional US High Profitability ETF 16.4 21 36 6.7 +2.6
RFFC ALPS Active Equity Opportunity ETF 16.4 48 9 4.4 +0.2
JHDV John Hancock U.S. High Dividend ETF 16.4 34 23 6.4 +2.3
WISE Themes Generative Artificial Intelligence ETF 16.3 35 22 2.3 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 16.3 20 37 5.3 +1.1
VTI Vanguard Total Stock Market ETF 16.2 3 54 5.1 +0.9
ACWI iShares MSCI ACWI ETF 16.2 32 25 5.5 +1.3
VERS ProShares Metaverse ETF 16.2 58 -1 -16.0 -20.1
VTHR Vanguard Russell 3000 ETF 16.2 10 47 5.1 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 16.2 12 45 4.8 +0.7
GSPY Gotham Enhanced 500 ETF 16.2 50 7 5.3 +1.2
HLGE Hartford Longevity Economy ETF 16.1 44 13 6.1 +1.9
INCE Franklin Income Equity Focus ETF 16.1 29 28 5.7 +1.6
LRGF iShares U.S. Equity Factor ETF 16.1 8 49 5.9 +1.8
CGGR Capital Group Growth ETF 16.1 39 18 3.6 -0.5
OALC OneAscent Large Cap Core ETF 16.0 86 -29 4.6 +0.4
CGUS Capital Group Core Equity ETF 16.0 33 24 4.6 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 16.0 29 28 6.1 +2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 15.8 37 20 4.3 +0.1
MOTE VanEck Morningstar ESG Moat ETF 15.8 49 8 5.3 +1.2
FFLC Fidelity Fundamental Large Cap Core ETF 15.7 38 19 5.1 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 15.7 65 -8 1.3 -2.9
GLOF iShares Global Equity Factor ETF 15.6 20 37 7.2 +3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 15.6 9 48 5.7 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 15.5 30 27 5.9 +1.7
DFAC Dimensional U.S. Core Equity 2 ETF 15.4 17 40 5.6 +1.4
FDMO Fidelity Momentum Factor ETF 15.4 15 42 4.3 +0.1
DSI iShares MSCI KLD 400 Social ETF 15.3 25 32 5.3 +1.1
GINN Goldman Sachs Innovate Equity ETF 15.3 52 5 2.7 -1.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 15.2 47 10 1.9 -2.2
NANC Unusual Whales Subversive Democratic Trading ETF 15.1 75 -18 3.9 -0.2
FMIL Fidelity New Millennium ETF 15.1 59 -2 4.6 +0.5
GVIP Goldman Sachs Hedge Industry VIP ETF 15.1 45 12 5.3 +1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 15.1 10 47 5.3 +1.2
SNPE Xtrackers S&P 500 ESG ETF 15.1 10 47 5.3 +1.1
SPRX Spear Alpha ETF 15.0 75 -18 2.5 -1.6
DVND Touchstone Dividend Select ETF 14.9 67 -10 6.0 +1.9
SUSL iShares ESG MSCI USA Leaders ETF 14.9 10 47 5.3 +1.2
FDWM Fidelity Women's Leadership ETF 14.9 59 -2 5.0 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 14.9 43 14 5.2 +1.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 14.8 15 42 7.4 +3.3
FNDX Schwab Fundamental US Large Co. Index ETF 14.7 25 32 7.1 +2.9
SDEP SFP Core Equity Strategy 14.7 10 47 6.3 +2.1
PEXL Pacer US Export Leaders ETF 14.7 60 -3 5.3 +1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 14.6 42 15 5.2 +1.1
FCPI Fidelity Stocks for Inflation ETF 14.5 15 42 8.6 +4.4
DLN WisdomTree U.S. LargeCap Dividend Fund 14.5 28 29 6.1 +1.9
LCF Touchstone US Large Cap Focused ETF 14.5 69 -12 4.4 +0.2
VFMO Vanguard U.S. Momentum Factor ETF 14.5 13 44 2.3 -1.9
RUFF Alpha Dog ETF 14.4 94 -37 4.7 +0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 14.3 15 42 9.9 +5.7
TIME Clockwise Core Equity & Innovation ETF 14.3 95 -38 1.4 -2.8
BULD Pacer BlueStar Engineering the Future ETF 14.2 60 -3 1.2 -2.9
FNDB Schwab Fundamental US Broad Market Index ETF 14.2 25 32 7.0 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 14.1 55 2 4.2 -0.0
VFQY Vanguard U.S. Quality Factor ETF 14.0 13 44 7.4 +3.2
NULG Nuveen ESG Large-Cap Growth ETF 14.0 26 31 4.7 +0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 13.9 80 -23 4.5 +0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 13.9 65 -8 3.8 -0.4
GK AdvisorShares Gerber Kawasaki ETF 13.9 75 -18 3.5 -0.6
JEPI JPMorgan Equity Premium Income ETF 13.9 35 22 5.4 +1.2
AFLG First Trust Active Factor Large Cap ETF 13.8 55 2 6.2 +2.1
IUS Invesco RAFI Strategic US ETF 13.7 19 38 7.2 +3.0
MOAT VanEck Morningstar Wide Moat ETF 13.7 46 11 6.1 +1.9
DTD WisdomTree U.S. Total Dividend Fund 13.7 28 29 6.3 +2.1
CLNR IQ Cleaner Transport ETF 13.7 45 12 6.3 +2.2
LRNZ TrueShares Technology, AI & Deep Learning ETF 13.6 69 -12 -0.0 -4.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 13.6 25 32 5.7 +1.6
SPGP Invesco S&P 500 GARP ETF 13.6 34 23 8.2 +4.1
WOMN Impact Shares YWCA Women's Empowerment ETF 13.6 75 -18 4.9 +0.7
FCLD Fidelity Cloud Computing ETF 13.5 39 18 3.3 -0.8
FVAL Fidelity Value Factor ETF 13.4 15 42 7.3 +3.2
SQEW LeaderShares Equity Skew ETF 13.4 81 -24 4.0 -0.2
NULC Nuveen ESG Large-Cap ETF 13.3 21 36 5.7 +1.5
CGDV Capital Group Dividend Value ETF 13.3 33 24 5.7 +1.6
LVOL American Century Low Volatility ETF 13.3 29 28 5.0 +0.8
RDVY First Trust Rising Dividend Achievers ETF 13.3 50 7 9.4 +5.2
KONG Formidable Fortress ETF 13.2 89 -32 5.8 +1.7
KRUZ Unusual Whales Subversive Republican Trading ETF 13.2 75 -18 5.7 +1.5
AOTG AOT Growth and Innovation ETF 13.1 75 -18 3.5 -0.7
PNQI Invesco NASDAQ Internet ETF 13.1 60 -3 2.6 -1.6
JGLO JPMorgan Global Select Equity ETF 13.1 33 24 4.5 +0.3
GDIV Harbor Dividend Growth Leaders ETF 13.1 50 7 5.7 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 12.9 56 1 6.2 +2.1
VNSE Natixis Vaughan Nelson Select ETF 12.9 80 -23 3.3 -0.9
STXD Strive 1000 Dividend Growth ETF 12.9 35 22 5.1 +1.0
BTEK Future Tech ETF 12.8 88 -31 2.3 -1.9
VT Vanguard Total World Stock ETF 12.6 7 50 5.8 +1.6
ILCV iShares Morningstar Value ETF 12.6 4 53 6.4 +2.3
GDEF Goldman Sachs Defensive Equity ETF 12.6 55 2 4.8 +0.7
QLV FlexShares US Quality Low Volatility Index Fund 12.5 22 35 4.0 -0.2
NXTG First Trust Indxx NextG ETF 12.5 70 -13 5.9 +1.7
KOCG FIS Knights of Columbus Global Belief ETF 12.5 75 -18 5.4 +1.2
XITK SPDR FactSet Innovative Technology ETF 12.5 45 12 2.7 -1.5
ITAN Sparkline Intangible Value ETF 12.5 50 7 6.6 +2.4
WCBR WisdomTree Cybersecurity Fund 12.4 45 12 2.0 -2.1
ROUS Hartford Multifactor US Equity ETF 12.4 19 38 6.9 +2.7
AVLV Avantis U.S. Large Cap Value ETF 12.4 15 42 7.5 +3.3
ZECP Zacks Earnings Consistent Portfolio ETF 12.3 55 2 4.7 +0.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 12.3 68 -11 4.2 +0.0
LCLG Logan Capital Broad Innovative Growth ETF 12.3 99 -42 4.8 +0.7
IOO iShares Global 100 ETF 12.2 41 16 4.9 +0.7
TINY ProShares Nanotechnology ETF 12.1 58 -1 1.4 -2.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.1 80 -23 6.0 +1.8
AIEQ AI Powered Equity ETF 11.9 75 -18 3.4 -0.8
FSST Fidelity Sustainable U.S. Equity ETF 11.8 59 -2 2.8 -1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 11.7 59 -2 2.9 -1.3
SAMT Strategas Macro Thematic Opportunities ETF 11.7 65 -8 4.7 +0.6
OCEN IQ Clean Oceans ETF 11.7 45 12 5.6 +1.5
CGGO Capital Group Global Growth Equity ETF 11.6 47 10 4.8 +0.6
MOTO SmartETFs Smart Transportation & Technology ETF 11.6 68 -11 7.1 +3.0
MILN Global X Millennial Consumer ETF 11.4 50 7 3.1 -1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.4 18 39 5.8 +1.7
PRF Invesco FTSE RAFI US 1000 ETF 11.4 39 18 7.1 +3.0
CBSE Clough Select Equity ETF 11.4 85 -28 -1.5 -5.6
PY Principal Value ETF 11.3 15 42 7.4 +3.2
BIBL Inspire 100 ETF 11.2 35 22 5.1 +1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 11.2 52 5 5.6 +1.4
FDG American Century Focused Dynamic Growth ETF 11.2 45 12 2.7 -1.4
EQWL Invesco S&P 100 Equal Weight ETF 11.2 25 32 6.7 +2.5
FDVV Fidelity High Dividend ETF 11.1 15 42 9.0 +4.8
VIG Vanguard Dividend Appreciation ETF 11.1 6 51 5.7 +1.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 11.1 61 -4 2.7 -1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 11.0 50 7 7.7 +3.6
VLU SPDR S&P 1500 Value Tilt ETF 11.0 12 45 7.1 +3.0
BWEB Bitwise Web3 ETF 10.9 85 -28 0.9 -3.2
DTEC ALPS Disruptive Technologies ETF 10.8 50 7 3.2 -1.0
FPAG FPA Global Equity ETF 10.7 49 8 5.5 +1.3
XSW SPDR S&P Software & Services ETF 10.7 35 22 2.3 -1.9
SURE AdvisorShares Insiders Advantage ETF 10.6 90 -33 10.1 +5.9
CIBR First Trust NASDAQ Cybersecurity ETF 10.5 60 -3 4.2 +0.1
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 10.5 60 -3 3.8 -0.4
FUNL CornerCap Fundametrics Large-Cap ETF 10.3 50 7 7.0 +2.9
GBUY Goldman Sachs Future Consumer Equity ETF 10.2 75 -18 3.7 -0.5
PFM Invesco Dividend Achievers ETF 10.2 53 4 5.5 +1.3
MBCC Monarch Blue Chips Core ETF 10.1 125 -68 3.6 -0.6
WCLD WisdomTree Cloud Computing Fund 10.1 45 12 1.7 -2.5
VALQ American Century U.S. Quality Value ETF 10.0 29 28 7.5 +3.3
GURU Global X Guru Index ETF 10.0 75 -18 1.8 -2.4
DTCR Global X Data Center & Digital Infrastructure ETF 10.0 50 7 2.7 -1.5
FDRR Fidelity Dividend ETF for Rising Rates 10.0 15 42 7.7 +3.5
BUG Global X Cybersecurity ETF 9.9 51 6 2.2 -2.0
IHAK iShares Cybersecurity & Tech ETF 9.9 47 10 3.2 -0.9
SPAM Themes Cybersecurity ETF 9.9 35 22 2.0 -2.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 9.6 75 -18 5.0 +0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.6 15 42 6.7 +2.5
ARKQ ARK Autonomous Technology & Robotics ETF 9.5 75 -18 2.4 -1.8
DUSA Davis Select U.S. Equity ETF 9.5 61 -4 7.2 +3.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.5 48 9 6.1 +1.9
PRAY FIS Christian Stock Fund 9.4 69 -12 6.0 +1.8
DEUS Xtrackers Russell US Multifactor ETF 9.4 17 40 7.1 +2.9
HKND Humankind US Stock ETF 9.4 11 46 7.1 +2.9
USMV iShares MSCI USA Min Vol Factor ETF 9.3 15 42 5.8 +1.7
TOLL Tema Monopolies and Oligopolies ETF 9.3 75 -18 2.8 -1.4
FDLO Fidelity Low Volatility Factor ETF 9.2 15 42 5.4 +1.2
VFMV Vanguard U.S. Minimum Volatility ETF 9.2 13 44 5.1 +1.0
MRAD SmartETFs Advertising & Marketing Technology ETF 9.1 68 -11 5.7 +1.5
FBOT Fidelity Disruptive Automation ETF 9.0 50 7 3.8 -0.4
ACSI American Customer Satisfaction ETF 8.9 65 -8 4.5 +0.3
BUYZ Franklin Disruptive Commerce ETF 8.9 50 7 2.2 -2.0
RWL Invesco S&P 500 Revenue ETF 8.9 39 18 6.8 +2.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.9 35 22 6.3 +2.2
ARKW ARK Next Generation Internet ETF 8.8 87 -30 -0.9 -5.0
CLOU Global X Cloud Computing ETF 8.8 68 -11 2.1 -2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.8 65 -8 5.4 +1.3
FITE SPDR S&P Kensho Future Security ETF 8.7 45 12 2.4 -1.7
DGRO iShares Core Dividend Growth ETF 8.6 8 49 6.5 +2.3
HAIL SPDR S&P Kensho Smart Mobility ETF 8.5 45 12 -2.8 -6.9
ISHP First Trust Nasdaq Retail ETF 8.5 60 -3 3.2 -1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.4 65 -8 8.3 +4.1
VLUE iShares MSCI USA Value Factor ETF 8.2 15 42 10.6 +6.4
MBOX Freedom Day Dividend ETF 8.2 39 18 7.7 +3.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 8.2 85 -28 3.6 -0.6
SNSR Global X Internet of Things ETF 8.0 68 -11 4.3 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 8.0 20 37 6.1 +1.9
BGIG Bahl & Gaynor Income Growth ETF 7.9 45 12 5.2 +1.1
KLDW Knowledge Leaders Developed World ETF 7.9 75 -18 4.8 +0.6
EDOW First Trust Dow 30 Equal Weight ETF 7.9 50 7 5.9 +1.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 7.8 39 18 -2.7 -6.9
PTL Inspire 500 ETF 7.8 9 48 5.8 +1.6
VFMF Vanguard U.S. Multifactor ETF 7.8 18 39 8.5 +4.4
SHRY First Trust Bloomberg Shareholder Yield ETF 7.7 60 -3 7.0 +2.8
YLDE ClearBridge Dividend Strategy ESG ETF 7.7 60 -3 5.3 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.6 9 48 6.1 +1.9
ROBO ROBO Global Robotics & Automation Index ETF 7.5 95 -38 3.3 -0.9
MAKX ProShares S&P Kensho Smart Factories ETF 7.5 58 -1 1.1 -3.1
MOTG VanEck Morningstar Global Wide Moat ETF 7.4 52 5 5.7 +1.5
BNGE First Trust S-Network Streaming and Gaming ETF 7.4 70 -13 -2.1 -6.3
VOT Vanguard Mid-Cap Growth ETF 7.4 7 50 4.2 +0.1
DGT SPDR Global Dow ETF 7.2 50 7 6.6 +2.5
SSPY Syntax Stratified LargeCap ETF 7.2 30 27 6.6 +2.4
ARKF ARK Fintech Innovation ETF 7.1 75 -18 -0.3 -4.4
ETHO Etho Climate Leadership U.S. ETF 7.0 47 10 3.5 -0.6
BOUT Innovator IBD Breakout Opportunities ETF 7.0 81 -24 2.9 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.9 70 -13 4.8 +0.7
NULV Nuveen ESG Large-Cap Value ETF 6.7 26 31 6.9 +2.8
IPDP Dividend Performers ETF 6.7 122 -65 5.3 +1.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.6 52 5 6.8 +2.6
INEQ Columbia International Equity Income ETF 6.5 45 12 6.4 +2.2
GDVD R3 Global Dividend Growth ETF 6.5 88 -31 5.6 +1.4
WLDR Affinity World Leaders Equity ETF 6.5 67 -10 8.4 +4.3
IMCG iShares Morningstar Mid-Cap Growth ETF 6.5 6 51 4.4 +0.3
JSTC Adasina Social Justice All Cap Global ETF 6.4 89 -32 4.9 +0.7
FTCS First Trust Capital Strength ETF 6.4 55 2 5.6 +1.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 6.3 58 -1 4.7 +0.6
ULVM VictoryShares US Value Momentum ETF 6.2 20 37 7.5 +3.3
EQUL IQ Engender Equality ETF 6.1 45 12 6.8 +2.6
DWLD Davis Select Worldwide ETF 6.1 63 -6 7.0 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 6.0 9 48 6.0 +1.9
POWA Invesco Bloomberg Pricing Power ETF 5.9 40 17 5.6 +1.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.9 15 42 6.9 +2.8
DIA SPDR Dow Jones Industrial Average ETF Trust 5.8 16 41 5.8 +1.6
FEX First Trust Large Cap Core AlphaDEX Fund 5.8 59 -2 6.0 +1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.8 64 -7 2.2 -2.0
DIVS SmartETFs Dividend Builder ETF 5.7 65 -8 5.1 +0.9
FFTY Innovator IBD 50 ETF 5.7 80 -23 1.3 -2.8
SIZE iShares MSCI USA Size Factor ETF 5.7 15 42 6.0 +1.8
RSP Invesco S&P 500 Equal Weight ETF 5.7 20 37 6.2 +2.0
WTV WisdomTree US Value Fund of Benef Interest 5.5 12 45 9.3 +5.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.5 18 39 7.4 +3.3
JAVA JPMorgan Active Value ETF 5.4 44 13 6.1 +2.0
BNE Blue Horizon BNE ETF 5.4 87 -30 5.2 +1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 5.4 20 37 7.2 +3.0
BECO BlackRock Future Climate and Sustainable Economy ETF 5.4 70 -13 12.8 +8.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 28 8.3 +4.1
EVUS iShares ESG Aware MSCI USA Value ETF 5.4 18 39 6.6 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 5.2 4 53 6.6 +2.4
IWTR iShares MSCI Water Management Multisector ETF 5.2 47 10 4.9 +0.8
IVES Wedbush ETFMG Global Cloud Technology ETF 5.2 68 -11 1.6 -2.6
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 8 6.3 +2.1
MINV Matthews Asia Innovators Active ETF 5.1 79 -22 1.0 -3.2
CFA VictoryShares US 500 Volatility Wtd ETF 5.1 35 22 5.9 +1.8
BLOK Amplify Transformational Data Sharing ETF 5.1 75 -18 0.9 -3.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 5.1 40 17 5.9 +1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.1 52 5 5.4 +1.2
FCOM Fidelity MSCI Communication Services Index ETF 5.1 8 49 5.2 +1.1
SPXT ProShares S&P 500 Ex-Technology ETF 5.1 9 48 5.6 +1.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 5.1 40 17 8.0 +3.9
IXP iShares Global Comm Services ETF 5.1 42 15 5.4 +1.3
XLC Communication Services Select Sector SPDR Fund 5.1 9 48 6.9 +2.7
VOX Vanguard Communication Services ETF 5.1 10 47 5.1 +0.9
VYM Vanguard High Dividend Yield Index ETF 5.1 6 51 7.1 +3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.1 58 -1 5.3 +1.2
USMF WisdomTree U.S. Multifactor Fund 5.0 28 29 7.6 +3.4
IWX iShares Russell Top 200 Value ETF 5.0 20 37 6.4 +2.3
FELV Fidelity Enhanced Large Cap Value ETF 4.9 18 39 6.5 +2.3
CGRO CoreValues Alpha Greater China Growth ETF 4.9 75 -18 0.0 -4.2
BUL Pacer US Cash Cows Growth ETF 4.9 60 -3 7.9 +3.8
DAT ProShares Big Data Refiners ETF 4.9 58 -1 1.5 -2.7
KOMP SPDR S&P Kensho New Economies Composite ETF 4.9 20 37 1.1 -3.0
CVAR Cultivar ETF 4.9 87 -30 7.2 +3.0
OND ProShares On-Demand ETF 4.8 58 -1 -2.2 -6.3
IBLC iShares Blockchain and Tech ETF 4.8 47 10 -0.9 -5.1
NETZ TCW Transform Systems ETF 4.8 75 -18 3.8 -0.4
SDY SPDR S&P Dividend ETF 4.8 35 22 6.1 +1.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 4.7 41 16 11.8 +7.6
FPX First Trust US Equity Opportunities ETF 4.6 61 -4 1.7 -2.5
NTZG Nuveen Global Net Zero Transition ETF 4.6 56 1 4.8 +0.6
MGV Vanguard Mega Cap Value ETF 4.6 7 50 6.6 +2.5
FPXI First Trust International Equity Opportunities ETF 4.6 70 -13 4.0 -0.2
BFOR ALPS Barron's 400 ETF 4.5 65 -8 6.4 +2.2
DIVB iShares Core Dividend ETF 4.5 5 52 7.8 +3.6
SYNB Putnam BioRevolution ETF 4.5 70 -13 2.9 -1.3
TPHD Timothy Plan High Dividend Stock ETF 4.3 52 5 6.3 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.3 54 3 6.3 +2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 19 6.7 +2.6
VO Vanguard Mid-Cap ETF 4.2 4 53 5.9 +1.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.2 40 17 7.5 +3.4
QVAL Alpha Architect US Quantitative Value ETF 4.2 39 18 11.4 +7.2
HART IQ Healthy Hearts ETF 4.1 45 12 5.2 +1.1
VXF Vanguard Extended Market ETF 4.1 6 51 4.0 -0.2
IWFH iShares Virtual Work and Life Multisector ETF 4.0 47 10 -4.2 -8.4
IMCB iShares Morningstar Mid-Cap ETF 4.0 4 53 6.2 +2.1
VONV Vanguard Russell 1000 Value ETF 4.0 8 49 6.6 +2.4
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 26 3.9 -0.3
FTDS First Trust Dividend Strength ETF 4.0 70 -13 8.8 +4.7
DFUV Dimensional US Marketwide Value ETF 3.9 22 35 7.6 +3.4
IWD iShares Russell 1000 Value ETF 3.9 19 38 6.5 +2.3
ARKX ARK Space Exploration & Innovation ETF 3.9 75 -18 2.2 -2.0
VTV Vanguard Value ETF 3.8 4 53 6.8 +2.6
SOCL Global X Social Media ETF 3.8 65 -8 -6.1 -10.2
BLES Inspire Global Hope ETF 3.7 61 -4 6.4 +2.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.7 15 42 6.6 +2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.6 75 -18 7.4 +3.2
DFLV Dimensional US Large Cap Value ETF 3.6 22 35 7.8 +3.6
IVE iShares S&P 500 Value ETF 3.5 18 39 6.5 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 3.5 4 53 6.7 +2.5
VOOV Vanguard S&P 500 Value ETF 3.5 10 47 6.6 +2.4
IPO Renaissance IPO ETF 3.5 60 -3 -2.0 -6.1
IBUY Amplify Online Retail ETF 3.5 65 -8 1.5 -2.6
TEMP JPMorgan Climate Change Solutions ETF 3.5 49 8 5.3 +1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.5 39 18 3.9 -0.3
TXS Texas Capital Texas Equity Index ETF 3.4 49 8 5.3 +1.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.4 61 -4 -1.0 -5.2
NUDV Nuveen ESG Dividend ETF 3.4 26 31 7.3 +3.2
IUSV iShares Core S&P US Value ETF 3.3 4 53 6.7 +2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.3 7 50 8.3 +4.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.3 25 32 5.4 +1.3
AESR Anfield U.S. Equity Sector Rotation ETF 3.3 108 -51 4.4 +0.2
ALTL Pacer Lunt Large Cap Alternator ETF 3.2 60 -3 5.0 +0.8
SPLV Invesco S&P 500 Low Volatility ETF 3.2 25 32 5.4 +1.2
IWP iShares Russell Mid-Cap Growth ETF 3.2 23 34 4.0 -0.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.2 45 12 -6.9 -11.1
PRNT 3D Printing ETF 3.2 66 -9 -1.2 -5.4
YALL God Bless America ETF 3.1 65 -8 3.8 -0.4
RUNN Running Oak Efficient Growth ETF 3.0 58 -1 5.0 +0.8
UDI USCF Dividend Income Fund 3.0 65 -8 7.4 +3.2
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 3.0 85 -28 -1.0 -5.2
TMFG Motley Fool Global Opportunities ETF 3.0 85 -28 3.4 -0.8
TTAI FCF International Quality ETF 2.9 59 -2 6.6 +2.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.9 78 -21 9.3 +5.2
DIVZ TrueShares Low Volatility Equity Income ETF 2.9 65 -8 8.4 +4.3
WCEO Hypatia Women CEO ETF 2.7 85 -28 4.7 +0.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.6 79 -22 4.9 +0.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.6 58 -1 0.1 -4.1
JFWD Jacob Forward ETF 2.6 75 -18 0.0 -4.2
SCHD Schwab US Dividend Equity ETF 2.6 6 51 9.3 +5.2
HDV iShares Core High Dividend ETF 2.6 8 49 8.1 +4.0
DIVL Madison Dividend Value ETF 2.6 65 -8 5.7 +1.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.6 12 45 5.6 +1.4
FBCV Fidelity Blue Chip Value ETF 2.6 59 -2 7.3 +3.1
AUSF Global X Adaptive U.S. Factor ETF 2.6 27 30 8.7 +4.5
FIW First Trust Water ETF 2.6 53 4 4.5 +0.3
PHO Invesco Water Resources ETF 2.6 60 -3 4.2 +0.1
PIO Invesco Global Water ETF 2.6 75 -18 5.8 +1.7
DFND Siren DIVCON Dividend Defender ETF 2.6 189 -132 6.5 +2.3
CWS AdvisorShares Focused Equity ETF 2.6 84 -27 4.8 +0.6
FINX Global X FinTech ETF 2.6 68 -11 3.4 -0.8
APIE ActivePassive International Equity ETF 2.5 45 12 7.6 +3.4
DSTL Distillate US Fundamental Stability & Value ETF 2.5 39 18 7.6 +3.4
ACWV iShares MSCI Global Min Vol Factor ETF 2.5 20 37 6.2 +2.0
VICE AdvisorShares Vice ETF 2.5 99 -42 5.4 +1.3
BOTZ Global X Robotics & Artificial Intelligence ETF 2.5 69 -12 2.5 -1.7
VIRS Pacer BioThreat Strategy ETF 2.5 70 -13 6.1 +2.0
WGMI Valkyrie Bitcoin Miners ETF 2.5 75 -18 -7.0 -11.2
ROKT SPDR S&P Kensho Final Frontiers ETF 2.5 45 12 2.7 -1.5
STXV Strive 1000 Value ETF 2.5 18 39 7.7 +3.6
AGQI First Trust Active Global Quality Income ETF 2.5 85 -28 5.4 +1.2
CSMD Congress SMid Growth ETF 2.4 69 -12 4.1 -0.1
ARB AltShares Merger Arbitrage ETF 2.4 77 -20 3.2 -1.0
MDCP VictoryShares THB Mid Cap ESG ETF 2.4 55 2 5.8 +1.6
AADR AdvisorShares Dorsey Wright ADR ETF 2.4 110 -53 5.9 +1.8
CXSE WisdomTree China ex-State-Owned Enterprises Fund 2.4 32 25 6.8 +2.6
ECON Columbia Emerging Markets Consumer ETF 2.4 49 8 5.1 +0.9
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 2.4 86 -29 2.0 -2.1
FLCH Franklin FTSE China ETF 2.4 19 38 9.8 +5.6
KALL KraneShares MSCI All China Index ETF 2.4 49 8 9.7 +5.5
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.4 60 -3 0.5 -3.6
KWEB KraneShares CSI China Internet ETF 2.4 69 -12 -0.9 -5.0
MCH Matthews China Active ETF 2.4 79 -22 6.4 +2.2
ONLN ProShares Online Retail ETF 2.4 58 -1 3.6 -0.6
TCHI iShares MSCI China Multisector Tech ETF 2.4 59 -2 2.2 -2.0
DEHP Dimensional Emerging Markets High Profitability ETF 2.4 41 16 6.6 +2.4
FDNI First Trust Dow Jones International Internet ETF 2.4 65 -8 3.0 -1.2
CHIQ Global X MSCI China Consumer Discretionary ETF 2.4 65 -8 6.0 +1.9
EBIZ Global X E-Commerce ETF 2.4 50 7 1.2 -3.0
CQQQ Invesco China Technology ETF 2.4 70 -13 -6.9 -11.1
MCHI iShares MSCI China ETF 2.4 59 -2 9.1 +4.9
GXC SPDR S&P China ETF 2.4 59 -2 9.1 +4.9
TINT ProShares Smart Materials ETF 2.3 58 -1 5.6 +1.4
ESPO VanEck Video Gaming and eSports ETF 2.3 56 1 4.2 0.0
ODDS Pacer BlueStar Digital Entertainment ETF 2.3 60 -3 2.3 -1.9
VFLO VictoryShares Free Cash Flow ETF 2.3 39 18 8.6 +4.5
ROYA Tema Global Royalties ETF 2.3 75 -18 4.4 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 37 5.8 +1.6
HELX Franklin Genomic Advancements ETF 2.3 50 7 0.1 -4.1
IWR iShares Russell Midcap ETF 2.2 19 38 5.6 +1.5
DIHP Dimensional International High Profitability ETF 2.2 29 28 7.4 +3.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.2 70 -13 3.8 -0.4
FIXT Procure Disaster Recovery Strategy ETF 2.1 75 -18 5.9 +1.7
BKF iShares MSCI BIC ETF 2.0 69 -12 7.3 +3.1
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 34 6.3 +2.2
BKCH Global X Blockchain ETF 2.0 50 7 -3.7 -7.8
MOTI VanEck Morningstar International Moat ETF 2.0 58 -1 6.2 +2.1
ARKK ARK Innovation ETF 2.0 75 -18 -4.3 -8.4
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 21 9.3 +5.1
FDIV MarketDesk Focused U.S. Dividend ETF 1.9 35 22 4.6 +0.4
IWS iShares Russell Mid-Cap Value ETF 1.9 23 34 6.5 +2.3
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 7 11.5 +7.3
CNRG SPDR S&P Kensho Clean Power ETF 1.9 45 12 2.4 -1.8
IEDI iShares U.S. Consumer Focused ETF 1.8 18 39 5.2 +1.0
DFSI Dimensional International Sustainability Core 1 ETF 1.8 24 33 6.1 +2.0
FLV American Century Focused Large Cap Value ETF 1.8 42 15 6.6 +2.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 37 7.9 +3.7
DURA VanEck Durable High Dividend ETF 1.7 29 28 7.1 +3.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 1.7 32 25 6.3 +2.1
FDHT Fidelity Digital Health ETF 1.7 39 18 -1.9 -6.1
VOE Vanguard Mid-Cap Value ETF 1.6 7 50 7.3 +3.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 12 -0.5 -4.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 51 8.1 +3.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 1.6 15 42 7.3 +3.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 22 6.0 +1.8
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 1.6 30 27 7.9 +3.7
FVD First Trust Value Line Dividend Index Fund 1.5 65 -8 6.2 +2.0
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 22 6.7 +2.5
STCE Schwab Crypto Thematic ETF 1.4 30 27 2.1 -2.1
MAGA Point Bridge America First ETF 1.4 72 -15 6.4 +2.2
EMC Global X Emerging Markets Great Consumer ETF 1.4 75 -18 4.8 +0.6
PWV Invesco Large Cap Value ETF 1.3 55 2 8.0 +3.8
GMF SPDR S&P Emerging Asia Pacific ETF 1.3 49 8 6.2 +2.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.3 56 1 1.3 -2.9
EEMA iShares MSCI Emerging Markets Asia ETF 1.3 49 8 6.6 +2.4
SCHE Schwab Emerging Markets Equity ETF 1.3 11 46 7.3 +3.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 33 7.7 +3.6
BKEM BNY Mellon Emerging Markets Equity ETF 1.2 11 46 7.5 +3.3
UMMA Wahed Dow Jones Islamic World ETF 1.2 65 -8 4.6 +0.4
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.2 70 -13 6.3 +2.1
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 1.2 36 21 7.1 +3.0
DFAI Dimensional International Core Equity Market ETF 1.2 18 39 7.0 +2.8
FENI Fidelity Enhanced International ETF 1.2 28 29 8.0 +3.9
REVS Columbia Research Enhanced Value ETF 1.2 19 38 7.6 +3.4
AVDE Avantis International Equity ETF 1.1 23 34 7.8 +3.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 1.1 66 -9 6.8 +2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 -3 6.9 +2.7
FLAX Franklin FTSE Asia Ex Japan ETF 1.1 19 38 7.0 +2.8
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 1.1 30 27 7.4 +3.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 19 8.1 +4.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 22 8.1 +4.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -2 8.4 +4.2
AVEM Avantis Emerging Markets Equity ETF 1.1 33 24 8.8 +4.7
ONEY SPDR Russell 1000 Yield Focus ETF 1.1 20 37 9.9 +5.7
EEM iShares MSCI Emerging Markets ETF 1.0 69 -12 6.9 +2.7
SPEM SPDR Portfolio Emerging Markets ETF 1.0 7 50 7.4 +3.2
FDEM Fidelity Emerging Markets Multifactor ETF 1.0 25 32 11.4 +7.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.9 45 12 7.9 +3.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.9 30 27 8.0 +3.9
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.9 40 17 6.7 +2.5
DFIC Dimensional International Core Equity 2 ETF 0.9 23 34 7.5 +3.3
IEMG iShares Core MSCI Emerging Markets ETF 0.9 9 48 7.5 +3.3
JHEM John Hancock Multifactor Emerging Markets ETF 0.9 49 8 8.1 +3.9
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 15 6.5 +2.3
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 18 8.4 +4.2
JIG JPMorgan International Growth ETF 0.8 55 2 4.3 +0.1
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.8 41 16 7.5 +3.3
ESGE iShares ESG Aware MSCI EM ETF 0.8 25 32 7.4 +3.2
DFAE Dimensional Emerging Core Equity Market ETF 0.8 35 22 7.4 +3.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.7 65 -8 5.1 +1.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 -3 6.9 +2.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.7 33 24 7.1 +2.9
VFVA Vanguard U.S. Value Factor ETF 0.7 13 44 10.3 +6.1
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 0.7 18 39 7.0 +2.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.6 8 49 5.0 +0.9
CGXU Capital Group International Focus Equity ETF 0.6 54 3 5.1 +0.9
SRHQ SRH U.S. Quality ETF 0.6 35 22 7.8 +3.6
ICAP InfraCap Equity Income Fund ETF 0.6 171 -114 6.5 +2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.6 49 8 10.7 +6.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 27 7.9 +3.7
VCR Vanguard Consumer Discretionary ETF 0.6 10 47 4.9 +0.7
VWO Vanguard FTSE Emerging Markets ETF 0.6 8 49 7.2 +3.0
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.6 59 -2 9.2 +5.0
IQSI IQ Candriam International Equity ETF 0.6 15 42 6.4 +2.2
WWJD Inspire International ETF 0.6 80 -23 6.9 +2.8
QINT American Century Quality Diversified International ETF 0.5 39 18 7.7 +3.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.5 38 19 8.1 +3.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -10 9.2 +5.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 18 4.3 +0.1
FLDZ RiverNorth Patriot ETF 0.5 75 -18 5.6 +1.5
MEM Matthews Emerging Markets Equity Active ETF 0.5 79 -22 5.8 +1.6
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.5 45 12 5.8 +1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.4 60 -3 4.4 +0.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 37 6.7 +2.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 18 7.2 +3.0
BKIE BNY Mellon International Equity ETF 0.4 4 53 6.9 +2.7
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.3 50 7 10.9 +6.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 16 6.7 +2.5
VSGX Vanguard ESG International Stock ETF 0.3 12 45 6.5 +2.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 23 6.8 +2.6
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 27 6.7 +2.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 8 49 7.0 +2.8
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 50 7.0 +2.8
VXUS Vanguard Total International Stock ETF 0.2 7 50 6.9 +2.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 32 6.2 +2.1
TGRW T. Rowe Price Growth Stock ETF 0.2 52 5 4.0 -0.2
PXH Invesco FTSE RAFI Emerging Markets ETF 0.2 49 8 12.7 +8.5
GVLU Gotham 1000 Value ETF 0.1 50 7 7.6 +3.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 0 3.5 -0.7
RFEM First Trust Riverfront Dynamic Emerging Markets ETF 0.1 95 -38 10.6 +6.5
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 7 4.8 +0.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 54 6.8 +2.7
TEQI T. Rowe Price Equity Income ETF 0.1 54 3 4.0 -0.2
FNDE Schwab Fundamental Emerging Markets Large Co. Index ETF 0.0 39 18 12.3 +8.2
AVIV Avantis International Large Cap Value ETF 0.0 25 32 8.8 +4.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 32 9.3 +5.1

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:		 First Trust NASDAQ-100 Technology Sector Index Fund
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 23.5 %
Divided by: Fwd. P/BV 5.0 x
Less: Expense ratio 57 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 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.