Invesco S&P Midcap 400 Pure Growth ETF
ALTAR
Score™
10.4% info Recommen-
dation
SPECULATIVE
2022E    2023E
P/E
ratio
8.6x P/Sales
ratio
1.3x
P/BV
ratio
2.0x Div.
yield
1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco S&P Midcap 400 Pure Growth ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible, before expenses, the performance of the S&P Midcap 400/Citigroup Pure Growth Index.

FUND BASICS
Category US Equities
Fund Sponsor Security Investors LLC
Website guggenheiminvestments.com
Inception date Mar 01, 2006
Assets (mns) $238
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Fundamental
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 87
Wgt avg mkt cap (mns) $7,106
Large cap (>$10bn) 12.4%
Mid cap ($2-10bn) 87.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SLM CORP 2.9 %
LOUISIANA-PACIFIC CORP 2.9 %
STEEL DYNAMICS INC 2.7 %
CLEVELAND-CLIFFS INC 2.7 %
NAVIENT CORP 2.7 %
MATADOR RESOURCES CO 2.6 %
CONCENTRIX CORPORATION 2.5 %
JEFFERIES FINANCIAL GROUP INC. 2.3 %
DICK'S SPORTING GOODS INC 2.1 %
ANTERO MIDSTREAM CORP. 2.1 %
Total 25.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.3 %










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.
-29.0% -27.8% 3.6% 7.4% 7.7%

Market Correlations
versus... Beta R-squared
S&P500 1.15 78%
MSCI EAFE 1.10 71%
MSCI Emg. Mkts. 1.04 68%

Technical Indicators
Recent close $163.17
30d moving avg. $175.85
Annualized volatility 24.4%
Short interest (ETF) 0.0%
Short interest (Underlying) 5.5%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $4,998

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 potential alternatives to the Invesco S&P Midcap 400 Pure Growth ETF ETF based on the alternatives' overlap in portfolio holdings with RFG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RFG Expense: 35 bp ALTAR Score™: 10.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RFG
Ticker Fund
Name
Overlap1
vs RFG
(%)
Expense
ratio
(bp)
Savings
vs RFG
(bp)
ALTAR
Score™
(%)
ALTAR
vs RFG
(%)
IJK iShares S&P Mid-Cap 400 Growth ETF 49.4 17 18 7.4 -3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 49.3 15 20 7.4 -3.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 49.3 15 20 7.5 -2.9
XMMO Invesco S&P MidCap Momentum ETF 29.7 33 2 8.8 -1.6
MDY SPDR S&P Midcap 400 ETF Trust 24.7 23 12 8.0 -2.4
IJH iShares Core S&P Mid-Cap ETF 24.4 5 30 8.2 -2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 24.4 10 25 8.2 -2.2
SPMD SPDR Portfolio Mid Cap ETF 24.3 5 30 8.2 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 23.6 70 -35 5.0 -5.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 23.5 15 20 8.9 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 23.4 12 23 8.4 -2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 23.3 15 20 8.6 -1.8
SMDY Syntax Stratified MidCap ETF 21.6 35 0 7.3 -3.1
XMVM Invesco S&P MidCap Value with Momentum ETF 21.2 39 -4 13.4 +3.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 20.7 40 -5 7.9 -2.5
BUL Pacer US Cash Cows Growth ETF 20.4 60 -25 9.7 -0.7
XMHQ Invesco S&P MidCap Quality ETF 19.6 25 10 8.9 -1.5
RWK Invesco S&P MidCap 400 Revenue ETF 17.1 39 -4 10.3 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 16.1 24 11 8.9 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 15.1 7 28 6.1 -4.3
SFYX Sofi Next 500 ETF 14.8 0 35 6.3 -4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 14.8 30 5 10.3 -0.1
VBK Vanguard Small-Cap Growth Index Fund 13.8 7 28 2.6 -7.8
FNX First Trust Mid Cap Core AlphaDEX Fund 13.6 60 -25 8.5 -1.9
AFMC First Trust Active Factor Mid Cap ETF 13.6 65 -30 10.5 +0.1
JHSC John Hancock Multifactor Small Cap ETF 13.5 42 -7 7.1 -3.3
EZM WisdomTree U.S. MidCap Earnings Fund 13.4 38 -3 11.0 +0.6
WGRO WisdomTree U.S. Growth & Momentum Fund 12.7 55 -20 7.8 -2.6
RNMC Mid Cap US Equity Select ETF 12.7 60 -25 8.4 -2.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 12.6 85 -50 7.6 -2.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 12.5 60 -25 7.4 -3.0
QVAL Alpha Architect U.S. Quantitative Value ETF 12.5 49 -14 16.2 +5.8
PDP Invesco DWA Momentum ETF 12.3 62 -27 5.7 -4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 11.9 95 -60 2.6 -7.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 11.4 75 -40 10.3 -0.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 11.0 64 -29 8.2 -2.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 10.8 6 29 6.1 -4.3
VB Vanguard Small-Cap ETF 10.7 5 30 6.6 -3.8
FSMD Fidelity Small-Mid Factor ETF 10.7 29 6 9.2 -1.2
DFAS Dimensional U.S. Small Cap ETF 10.5 34 1 7.2 -3.2
IWO iShares Russell 2000 Growth ETF 10.4 24 11 1.1 -9.3
VTWG Vanguard Russell 2000 Growth Index Fund 10.4 15 20 0.8 -9.6
PYZ Invesco DWA Basic Materials Momentum ETF 10.2 60 -25 11.8 +1.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 10.1 17 18 5.9 -4.5
NUSC Nuveen ESG Small-Cap ETF 10.0 30 5 6.2 -4.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 9.9 30 5 10.5 +0.1
SCHM Schwab U.S. Mid-Cap ETF 9.6 4 31 7.1 -3.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 9.3 60 -25 12.1 +1.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 9.3 60 -25 13.1 +2.7
STLV iShares Factors US Value Style ETF 9.0 25 10 9.7 -0.7
SCHA Schwab U.S. Small-Cap ETF 9.0 4 31 5.9 -4.5
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 8.9 35 0 7.9 -2.5
ZIG The Acquirers Fund 8.8 89 -54 13.9 +3.5
VBR Vanguard Small Cap Value Index Fund 8.8 7 28 9.1 -1.3
DON WisdomTree U.S. MidCap Dividend Fund 8.7 38 -3 9.2 -1.2
ISCG iShares Morningstar Small-Cap Growth ETF 8.4 6 29 1.6 -8.8
FXZ First Trust Materials AlphaDEX Fund 8.4 67 -32 15.3 +4.9
PAVE Global X U.S. Infrastructure Development ETF 8.4 47 -12 8.3 -2.1
BKSE BNY Mellon US Small Cap Core Equity ETF 8.3 4 31 6.3 -4.1
BFTR Future Innovators ETF 8.3 80 -45 1.4 -9.0
SLT Pacer Salt High truBeta US Market ETF 8.2 60 -25 0.0 -10.4
VXF Vanguard Extended Market Index Fund 8.1 6 29 2.7 -7.7
ISMD Inspire Small/Mid Cap Impact ETF 8.1 57 -22 6.7 -3.7
PXI Invesco DWA Energy Momentum ETF 8.0 60 -25 6.1 -4.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.9 75 -40 7.8 -2.6
FCPI Fidelity Stocks for Inflation ETF 7.9 29 6 10.1 -0.3
USVT US Value ETF 7.9 49 -14 12.5 +2.2
FLDZ RiverNorth Volition America Patriot ETF 7.8 70 -35 6.2 -4.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.8 80 -45 6.9 -3.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.8 29 6 9.0 -1.4
TMFX Motley Fool Next Index ETF 7.6 50 -15 4.0 -6.4
FNK First Trust Mid Cap Value AlphaDEX Fund 7.5 70 -35 10.6 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.4 63 -28 5.1 -5.3
HOMZ Hoya Capital Housing ETF 7.2 30 5 10.5 +0.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.1 63 -28 9.5 -0.9
IWM iShares Russell 2000 ETF 7.0 19 16 3.8 -6.6
IUSS Invesco Strategic US Small Company ETF 7.0 23 12 6.8 -3.6
VTWO Vanguard Russell 2000 Index Fund 6.9 10 25 1.7 -8.7
COWZ Pacer US Cash Cows 100 ETF 6.8 49 -14 12.7 +2.3
IFRA iShares U.S. Infrastructure ETF 6.8 30 5 6.8 -3.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.8 64 -29 9.5 -0.9
JHMA John Hancock Multifactor Materials ETF 6.7 40 -5 10.4 -0.0
JHMC John Hancock Multifactor Consumer Discretionary ETF 6.7 40 -5 5.8 -4.6
JHMM John Hancock Multifactor Mid Cap ETF 6.7 41 -6 7.4 -3.0
BFOR Barron's 400 ETF 6.7 70 -35 9.7 -0.7
FXO First Trust Financials AlphaDEX Fund 6.7 62 -27 11.4 +1.0
AVUV Avantis U.S. Small Cap Value ETF 6.6 25 10 10.4 -0.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 6.6 29 6 7.7 -2.7
ISCB iShares Morningstar Small-Cap ETF 6.4 4 31 5.5 -4.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 6.3 20 15 7.4 -3.0
IYM iShares U.S. Basic Materials ETF 6.3 43 -8 10.6 +0.2
AMER Emles Made in America ETF 6.3 49 -14 9.6 -0.8
CVY Invesco Zacks Multi-Asset Income ETF 6.3 100 -65 10.7 +0.3
XHB SPDR S&P Homebuilders ETF 6.2 35 0 13.9 +3.5
SYLD Cambria Shareholder Yield ETF 6.2 59 -24 13.1 +2.7
PXE Invesco Dynamic Energy Exploration & Production ETF 6.1 63 -28 6.3 -4.1
WTV WisdomTree US Value Fund 6.1 12 23 9.9 -0.5
SMMD iShares Russell 2500 ETF 6.0 15 20 7.0 -3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 6.0 20 15 8.8 -1.6
PY Principal Shareholder Yield Index ETF 5.9 15 20 11.5 +1.2
ITB iShares U.S. Home Construction ETF 5.9 41 -6 17.9 +7.5
XMLV Invesco S&P MidCap Low Volatility ETF 5.8 25 10 6.9 -3.5
FNDA Schwab Fundamental U.S. Small Co. Index ETF 5.8 25 10 6.6 -3.8
KBWR Invesco KBW Regional Banking ETF 5.7 35 0 9.9 -0.5
XOP SPDR S&P Oil & Gas Exploration & Production ETF 5.7 35 0 6.3 -4.1
KCE SPDR S&P Capital Markets ETF 5.6 35 0 11.5 +1.1
DFAT Dimensional U.S. Targeted Value ETF 5.6 34 1 9.3 -1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.6 24 11 8.4 -2.0
RDVY First Trust Rising Dividend Achievers ETF 5.6 50 -15 10.1 -0.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5.5 25 10 8.9 -1.5
KRE SPDR S&P Regional Banking ETF 5.5 35 0 9.9 -0.5
VFMO Vanguard U.S. Momentum Factor ETF 5.5 13 22 6.0 -4.4
SLX VanEck Steel ETF 5.5 56 -21 31.1 +20.8
XME SPDR S&P Metals & Mining ETF 5.5 35 0 9.4 -1.0
FCG First Trust Natural Gas ETF 5.5 60 -25 11.7 +1.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 5.4 108 -73 7.2 -3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.4 6 29 4.9 -5.5
VFLQ Vanguard U.S. Liquidity Factor ETF 5.4 13 22 2.0 -8.4
BOSS Global X Founder-Run Companies ETF 5.4 45 -10 3.5 -6.9
JMOM JPMorgan U.S. Momentum Factor ETF 5.3 12 23 6.4 -4.0
VAMO Cambria Value & Momentum ETF 5.2 64 -29 10.8 +0.4
IAI iShares U.S. Broker-Dealers ETF 5.2 41 -6 10.0 -0.4
VUSE Vident Core US Equity Fund 5.2 48 -13 11.6 +1.2
VFMF Vanguard U.S. Multifactor ETF 5.2 19 16 10.3 -0.1
BTHM BlackRock Future U.S. Themes ETF 5.2 60 -25 6.7 -3.7
PFI Invesco DWA Financial Momentum ETF 5.2 60 -25 6.0 -4.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.1 29 6 8.5 -1.9
ISCV iShares Morningstar Small Cap Value ETF 5.1 6 29 8.8 -1.6
KBE SPDR S&P Bank ETF 5.0 35 0 11.3 +0.9
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 5.0 35 0 7.5 -2.9
PKB Invesco Dynamic Building & Construction ETF 4.9 60 -25 14.5 +4.1
OSCV Opus Small Cap Value Plus ETF 4.9 79 -44 6.2 -4.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 4.9 20 15 5.0 -5.4
VFQY Vanguard U.S. Quality Factor ETF 4.8 13 22 8.8 -1.6
STLG iShares Factors US Growth Style ETF 4.7 25 10 8.7 -1.7
FMAT Fidelity MSCI Materials Index ETF 4.6 8 27 8.3 -2.1
VAW Vanguard Materials Index Fund 4.6 10 25 8.1 -2.3
HELX Franklin Genomic Advancements ETF 4.6 50 -15 4.3 -6.1
QGRO American Century STOXX U.S. Quality Growth ETF 4.6 29 6 8.5 -1.9
LSAT Leadershares Alphafactor Tactical Focused ETF 4.5 99 -64 11.7 +1.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 4.5 42 -7 6.8 -3.6
QABA First Trust NASDAQ ABA Community Bank Index Fund 4.5 60 -25 9.3 -1.1
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 12 4.7 -5.7
ALFA AlphaClone Alternative Alpha ETF 4.4 65 -30 5.3 -5.1
FTXL First Trust Nasdaq Semiconductor ETF 4.4 60 -25 8.8 -1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.3 49 -14 5.7 -4.7
PEXL Pacer US Export Leaders ETF 4.3 60 -25 7.0 -3.4
AFSM First Trust Active Factor Small Cap ETF 4.3 77 -42 8.8 -1.6
EQAL Invesco Russell 1000 Equal Weight ETF 4.2 20 15 6.9 -3.5
CZA Invesco Zacks Mid-Cap ETF 4.2 69 -34 6.7 -3.7
LRGF iShares Edge MSCI Multifactor USA ETF 4.1 20 15 9.0 -1.4
FTXN First Trust Nasdaq Oil & Gas ETF 4.1 60 -25 19.8 +9.4
FFTY Innovator IBD 50 ETF 4.0 80 -45 12.5 +2.1
EINC VanEck Energy Income ETF 4.0 45 -10 4.8 -5.6
ENFR Alerian Energy Infrastructure ETF 4.0 35 0 4.8 -5.6
MLPX Global X MLP & Energy Infrastructure ETF 4.0 45 -10 4.5 -5.9
UMI USCF Midstream Energy Income Fund ETF 4.0 85 -50 3.5 -6.9
USAI Pacer American Energy Independence ETF 4.0 75 -40 3.4 -7.0
USMF WisdomTree U.S. Multifactor Fund 4.0 28 7 9.3 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.0 15 20 4.4 -6.0
JHME John Hancock Multifactor Energy ETF 4.0 40 -5 5.6 -4.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.9 39 -4 4.7 -5.7
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3.9 96 -61 4.2 -6.2
TMFS Motley Fool Small Cap Growth ETF 3.9 85 -50 3.1 -7.3
IWN iShares Russell 2000 Value ETF 3.8 24 11 6.0 -4.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.8 17 18 8.2 -2.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 3.8 68 -33 0.5 -9.9
VTWV Vanguard Russell 2000 Value Index Fund 3.8 15 20 2.8 -7.6
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.8 30 5 7.8 -2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.8 4 31 6.7 -3.7
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 31 6.6 -3.8
IAT iShares U.S. Regional Banks ETF 3.8 41 -6 10.1 -0.3
PTF Invesco DWA Technology Momentum ETF 3.8 60 -25 5.3 -5.1
IBB iShares NASDAQ Biotechnology ETF 3.7 45 -10 0.1 -10.3
RYLD Global X Russell 2000 Covered Call ETF 3.7 60 -25 1.1 -9.3
IWR iShares Russell Midcap ETF 3.5 19 16 6.5 -3.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.5 88 -53 6.1 -4.3
VRAI Virtus Real Asset Income ETF 3.5 55 -20 6.8 -3.6
JHMI John Hancock Multifactor Industrials ETF 3.5 40 -5 7.5 -2.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.5 41 -6 6.8 -3.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 3.4 47 -12 0.2 -10.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.4 18 17 8.2 -2.2
ONEY SPDR Russell 1000 Yield Focus ETF 3.3 20 15 9.4 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 3.3 19 16 7.3 -3.1
IVDG Invesco Focused Discovery Growth ETF 3.3 59 -24 5.0 -5.4
TPYP Tortoise North American Pipeline Fund 3.3 40 -5 4.9 -5.5
FOVL iShares Focused Value Factor ETF 3.2 25 10 11.0 +0.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 3.2 37 -2 8.6 -1.8
KLCD KFA Large Cap Quality Dividend Index ETF 3.2 42 -7 6.7 -3.7
RYJ Invesco Raymond James SB-1 Equity ETF 3.2 75 -40 3.4 -7.0
CSD Invesco S&P Spin-Off ETF 3.2 65 -30 6.0 -4.4
XSD SPDR S&P Semiconductor ETF 3.2 35 0 6.4 -4.0
IQM Franklin Intelligent Machines ETF 3.2 50 -15 4.0 -6.4
FLRG Fidelity U.S. Multifactor ETF 3.2 29 6 8.3 -2.1
IWS iShares Russell Mid-Cap Value ETF 3.1 23 12 7.5 -2.9
MEME Roundhill MEME ETF 3.1 69 -34 -3.9 -14.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.1 20 15 5.4 -5.0
PKW Invesco Buyback Achievers ETF 3.1 64 -29 10.0 -0.4
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 3.0 48 -13 8.1 -2.3
ETHO Etho Climate Leadership U.S. ETF 3.0 48 -13 5.0 -5.4
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 20 9.4 -1.0
IUSG iShares Core S&P US Growth ETF 2.9 4 31 6.2 -4.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 20 8.1 -2.3
QDF FlexShares Quality Dividend Index Fund 2.9 37 -2 7.8 -2.6
VFVA Vanguard U.S. Value Factor ETF 2.9 14 21 13.0 +2.7
DWAS Invesco DWA SmallCap Momentum ETF 2.9 60 -25 5.4 -5.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.9 60 -25 8.6 -1.8
PSI Invesco Dynamic Semiconductors ETF 2.9 56 -21 7.7 -2.7
REZ iShares Residential Real Estate Capped ETF 2.8 48 -13 5.0 -5.4
NURE Nuveen Short-Term REIT ETF 2.8 35 0 4.2 -6.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 20 14.6 +4.2
VALQ American Century STOXX U.S. Quality Value ETF 2.8 29 6 10.1 -0.3
BMED BlackRock Future Health ETF 2.8 85 -50 2.1 -8.3
IEME iShares Evolved U.S. Media & Entertainment ETF 2.8 18 17 6.4 -4.0
LYFE 2nd Vote Life Neutral Plus ETF 2.7 75 -40 8.1 -2.3
XSW SPDR S&P Software & Services ETF 2.7 35 0 3.9 -6.5
SXQG 6 Meridian Quality Growth ETF 2.7 100 -65 5.7 -4.7
XHE SPDR S&P Health Care Equipment ETF 2.7 35 0 -1.5 -11.8
JDIV JPMorgan U.S. Dividend ETF 2.7 12 23 8.6 -1.8
ROUS Hartford Multifactor US Equity ETF 2.7 19 16 7.9 -2.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.6 8 27 6.1 -4.3
KOMP SPDR Kensho New Economies Composite ETF 2.6 20 15 1.3 -9.1
XRT SPDR S&P Retail ETF 2.6 35 0 7.8 -2.6
VCR Vanguard Consumer Discretionary Index Fund 2.6 10 25 6.0 -4.4
XHS SPDR S&P Health Care Services ETF 2.6 35 0 3.6 -6.8
AVUS Avantis U.S. Equity ETF 2.6 15 20 7.5 -2.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.6 20 15 7.7 -2.7
FIDU Fidelity MSCI Industrials Index ETF 2.6 8 27 6.6 -3.8
IMCV iShares Morningstar Mid-Cap Value ETF 2.6 6 29 8.0 -2.4
CTRU ARK Transparency ETF 2.6 55 -20 3.0 -7.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 26 5.4 -5.0
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 9.3 -1.1
AUSF Global X Adaptive U.S. Factor ETF 2.5 27 8 6.3 -4.1
VIS Vanguard Industrials Index Fund 2.5 10 25 6.1 -4.3
TTAC TrimTabs US Free Cash Flow Quality ETF 2.5 59 -24 7.3 -3.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.5 75 -40 7.4 -3.0
TPLC Timothy Plan US Large Cap Core ETF 2.5 52 -17 6.4 -4.0
BAD B.A.D. ETF 2.5 75 -40 3.3 -7.1
BETZ Roundhill Sports Betting & iGaming ETF 2.5 75 -40 3.2 -7.2
IBET iBET Sports Betting and Gaming ETF 2.5 79 -44 2.6 -7.8
PSET Principal Price Setters Index ETF 2.5 15 20 7.2 -3.2
BOUT Innovator IBD Breakout Opportunities ETF 2.5 84 -49 8.0 -2.4
FXN First Trust Energy AlphaDEX Fund 2.5 64 -29 9.5 -0.9
PRN Invesco DWA Industrials Momentum ETF 2.5 60 -25 7.6 -2.8
SOXQ Invesco PHLX Semiconductor ETF 2.5 0 35 9.4 -1.0
CGW Invesco S&P Global Water Index ETF 2.5 57 -22 4.9 -5.5
FDLO Fidelity Low Volatility Factor ETF 2.4 29 6 5.8 -4.6
XTN SPDR S&P Transportation ETF 2.4 35 0 1.4 -9.0
FITE SPDR Kensho Future Security ETF 2.4 45 -10 3.7 -6.7
IBBQ Invesco Nasdaq Biotechnology ETF 2.4 0 35 0.1 -10.3
IYT iShares Transportation Average ETF 2.4 42 -7 3.2 -7.2
TMFM Motley Fool Mid-Cap Growth ETF 2.4 85 -50 4.6 -5.8
HEET Hartford Schroders ESG US Equity ETF 2.4 39 -4 7.2 -3.2
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -4.1 -14.5
CBSE Changebridge Capital Sustainable Equity ETF 2.3 85 -50 0.0 -10.4
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 2.3 60 -25 0.5 -9.9
BTEC Principal Healthcare Innovators Index ETF 2.3 42 -7 -6.2 -16.5
PBE Invesco Dynamic Biotechnology & Genome ETF 2.3 59 -24 2.5 -7.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.3 39 -4 7.9 -2.5
DFUV Dimensional US Marketwide Value ETF 2.3 0 35 0.0 -10.4
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 70 -35 11.1 +0.7
MDCP VictoryShares THB Mid Cap ESG ETF 2.3 55 -20 6.5 -3.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.3 25 10 6.9 -3.5
ENTR Entrepreneur 30 Fund 2.2 49 -14 5.8 -4.6
FDMO Fidelity Momentum Factor ETF 2.2 29 6 4.9 -5.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.2 65 -30 7.0 -3.4
IEDI iShares Evolved U.S. Discretionary Spending ETF 2.2 18 17 5.5 -4.9
EGIS 2nd Vote Society Defended ETF 2.2 75 -40 7.5 -2.9
PSL Invesco DWA Consumer Staples Momentum ETF 2.2 60 -25 6.4 -4.0
GDOC Goldman Sachs Future Health Care Equity ETF 2.2 75 -40 1.8 -8.6
CUT Invesco MSCI Global Timber ETF 2.2 61 -26 9.2 -1.2
PICK iShares MSCI Global Metals & Mining Producers ETF 2.1 39 -4 14.4 +4.0
FXL First Trust Technology AlphaDEX Fund 2.1 61 -26 7.2 -3.2
JHMH John Hancock Multifactor Healthcare ETF 2.1 40 -5 7.1 -3.3
KOCG FIS Knights of Columbus Global Belief ETF 2.1 75 -40 7.8 -2.6
FTHI First Trust High Income ETF 2.1 85 -50 4.3 -6.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 22 6.2 -4.2
IEFN iShares Evolved U.S. Financials ETF 2.1 18 17 9.7 -0.7
BFIT Global X Health & Wellness ETF 2.1 50 -15 6.2 -4.2
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -54 6.9 -3.5
GBGR Global Beta Momentum-Growth ETF 2.1 29 6 2.1 -8.3
FENY Fidelity MSCI Energy Index ETF 2.1 8 27 5.7 -4.7
MGMT Ballast Small/Mid Cap ETF 2.0 110 -75 9.6 -0.8
VDE Vanguard Energy Index Fund 2.0 10 25 5.7 -4.7
OALC OneAscent Large Cap Core ETF 2.0 76 -41 6.6 -3.8
SVAL iShares US Small Cap Value Factor ETF 2.0 20 15 11.2 +0.8
IGE iShares North American Natural Resources ETF 2.0 43 -8 5.8 -4.6
FBCG Fidelity Blue Chip Growth ETF 2.0 59 -24 2.9 -7.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.0 12 23 7.1 -3.3
QTUM Defiance Quantum ETF 2.0 40 -5 7.1 -3.3
GURU Global X Guru Index ETF 2.0 75 -40 2.4 -8.0
PSR Invesco Active U.S. Real Estate Fund 2.0 35 0 5.7 -4.7
RYE Invesco S&P 500 Equal Weight Energy ETF 2.0 40 -5 5.5 -4.9
RWR SPDR Dow Jones REIT ETF 1.9 25 10 6.3 -4.1
XITK SPDR FactSet Innovative Technology ETF 1.9 45 -10 -3.6 -14.0
FDWM Fidelity Women's Leadership ETF 1.9 59 -24 6.5 -3.9
IYC iShares U.S. Consumer Services ETF 1.9 43 -8 4.7 -5.7
WLDR Affinity World Leaders Equity ETF 1.9 67 -32 10.4 -0.0
HLGE Hartford Longevity Economy ETF 1.9 44 -9 8.8 -1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -17 8.8 -1.6
ROBO Robo Global Robotics & Automation Index ETF 1.8 95 -60 3.8 -6.6
REVS Columbia Research Enhanced Value ETF 1.8 19 16 8.9 -1.5
HAP VanEck Natural Resources ETF 1.8 49 -14 7.6 -2.8
PSC Principal U.S. Small Cap Index ETF 1.8 38 -3 8.0 -2.4
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.8 60 -25 7.4 -3.0
BJK VanEck Gaming ETF 1.8 65 -30 2.7 -7.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 30 5 7.7 -2.7
IHAK iShares Cybersecurity & Tech ETF 1.8 47 -12 4.0 -6.4
IHF iShares U.S. Healthcare Providers ETF 1.8 42 -7 6.5 -3.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.8 85 -50 7.0 -3.4
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 23 9.6 -0.8
FIW First Trust Water ETF 1.7 54 -19 4.3 -6.1
PHO Invesco Water Resources ETF 1.7 60 -25 4.2 -6.2
PWC Invesco Dynamic Market ETF 1.7 60 -25 6.9 -3.5
JHMF John Hancock Multifactor Financials ETF 1.7 40 -5 9.2 -1.2
FRI First Trust S&P REIT Index Fund 1.7 50 -15 5.8 -4.6
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.7 11 24 6.2 -4.2
BNGE First Trust S-Network Streaming and Gaming ETF 1.7 70 -35 0.8 -9.6
GNR SPDR S&P Global Natural Resources ETF 1.7 40 -5 9.8 -0.6
DTEC ALPS Disruptive Technologies ETF 1.7 50 -15 4.3 -6.1
USRT iShares Core U.S. REIT ETF 1.7 8 27 6.4 -4.0
IYJ iShares U.S. Industrials ETF 1.7 42 -7 6.6 -3.8
BLDG Cambria Global Real Estate ETF 1.7 59 -24 6.8 -3.6
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 6.7 -3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.7 55 -20 4.8 -5.6
SXUS Janus Henderson International Sustainable Equity ETF 1.7 60 -25 4.4 -6.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.7 45 -10 4.8 -5.6
JHMT John Hancock Multifactor Technology ETF 1.7 40 -5 7.0 -3.4
SQEW LeaderShares Equity Skew ETF 1.6 75 -40 6.8 -3.6
WCLD WisdomTree Cloud Computing Fund 1.6 45 -10 -1.8 -12.2
LOUP Innovator Loup Frontier Tech ETF 1.6 70 -35 7.3 -3.1
IVRA Invesco Real Assets ESG ETF 1.6 59 -24 5.5 -4.9
XBI SPDR S&P BIOTECH ETF 1.6 35 0 -5.7 -16.1
MILN Global X Millennial Consumer ETF 1.6 50 -15 3.4 -7.0
FQAL Fidelity Quality Factor ETF 1.6 29 6 7.3 -3.1
EBIZ Global X E-Commerce ETF 1.6 50 -15 3.5 -6.9
RESP WisdomTree US ESG Fund of Benef Interest 1.6 28 7 7.9 -2.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -25 9.0 -1.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 30 5 8.6 -1.8
IHI iShares U.S. Medical Devices ETF 1.5 41 -6 4.5 -5.9
FVAL Fidelity Value Factor ETF 1.5 29 6 9.9 -0.5
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 -4 7.7 -2.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.5 60 -25 -1.0 -11.4
GRES IQ Global Resources ETF 1.5 30 5 8.3 -2.1
HKND Humankind US Stock ETF 1.5 11 24 7.8 -2.6
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.5 35 0 7.0 -3.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.5 35 0 7.0 -3.4
ANEW ProShares MSCI Transformational Changes ETF 1.5 45 -10 4.3 -6.1
LUXE Emles Luxury Goods ETF 1.5 60 -25 4.5 -5.9
RECS Columbia Research Enhanced Core ETF 1.5 15 20 7.6 -2.8
IBBJ Defiance Nasdaq Junior Biotechnology ETF 1.5 45 -10 0.0 -10.4
IEIH iShares Evolved U.S. Innovative Healthcare ETF 1.4 18 17 4.8 -5.6
DFAR Dimensional US Real Estate ETF 1.4 19 16 5.8 -4.6
LIV Emles (a)Home ETF 1.4 49 -14 5.9 -4.5
FXH First Trust Health Care AlphaDEX Fund 1.4 61 -26 7.5 -2.9
VCLN Virtus Duff & Phelps Clean Energy ETF 1.4 59 -24 0.0 -10.4
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.4 21 14 4.3 -6.1
NVQ QRAFT AI-Enhanced US Next Value ETF 1.4 75 -40 12.1 +1.7
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 23 7.0 -3.4
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 23 8.6 -1.8
CSML IQ Chaikin U.S. Small Cap ETF 1.4 35 0 6.1 -4.3
SHE SPDR SSGA Gender Diversity Index ETF 1.4 20 15 6.2 -4.2
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.4 25 10 11.2 +0.8
FNCL Fidelity MSCI Financials Index ETF 1.4 8 27 9.5 -0.9
CARZ First Trust NASDAQ Global Auto Index Fund 1.4 70 -35 6.1 -4.3
PUNK Subversive Metaverse ETF 1.4 75 -40 2.6 -7.8
VFH Vanguard Financials Index Fund 1.4 10 25 9.5 -0.9
FIVG Defiance Next Gen Connectivity ETF 1.4 30 5 7.0 -3.4
SCHH Schwab U.S. REIT ETF 1.4 7 28 6.0 -4.4
SPTM SPDR Portfolio Total Stock Market ETF 1.4 3 32 6.6 -3.8
FREL Fidelity MSCI Real Estate Index ETF 1.4 9 27 6.1 -4.3
PPTY PPTY-U.S. Diversified Real Estate ETF 1.4 49 -14 5.9 -4.5
FSST Fidelity Sustainability U.S. Equity ETF 1.3 59 -24 6.3 -4.1
IYG iShares US Financial Services ETF 1.3 42 -7 8.8 -1.6
PINK Simplify Health Care ETF 1.3 50 -15 4.9 -5.5
PTH Invesco DWA Healthcare Momentum ETF 1.3 60 -25 2.3 -8.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 -36 3.6 -6.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.3 69 -34 6.9 -3.5
RWO SPDR Dow Jones Global Real Estate ETF 1.3 50 -15 5.8 -4.6
EVX VanEck Environmental Services ETF 1.3 55 -20 3.7 -6.7
ESGV Vanguard ESG U.S. Stock ETF 1.3 9 26 6.4 -4.0
VTHR Vanguard Russell 3000 Index Fund 1.3 10 25 6.1 -4.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 32 6.2 -4.2
IWV iShares Russell 3000 ETF 1.3 20 15 6.1 -4.3
GBDV Global Beta Smart Income ETF 1.3 29 6 9.6 -0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.3 12 23 6.0 -4.4
VTI Vanguard Total Stock Market Index Fund 1.3 3 32 5.9 -4.5
SCHB Schwab U.S. Broad Market ETF 1.2 3 32 6.3 -4.1
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 13 5.8 -4.6
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 1.2 65 -30 -1.7 -12.1
REET iShares Global REIT ETF 1.2 14 21 6.1 -4.3
JRNY ALPS Global Travel Beneficiaries ETF 1.2 65 -30 1.0 -9.4
VEGI iShares MSCI Global Agriculture Producers ETF 1.2 39 -4 7.1 -3.3
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 -8 8.5 -1.9
DFUS Dimensional U.S. Equity ETF 1.2 11 24 6.5 -3.9
IYE iShares U.S. Energy ETF 1.2 42 -7 5.3 -5.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.2 47 -12 4.9 -5.5
BOTZ Global X Robotics & Artificial Intelligence ETF 1.2 68 -33 3.3 -7.1
IYF iShares U.S. Financials ETF 1.2 42 -7 8.9 -1.5
FTQI First Trust Nasdaq BuyWrite Income ETF 1.2 85 -50 4.1 -6.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 5 10.5 +0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.2 30 5 1.9 -8.5
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -20 7.9 -2.5
JHMS John Hancock Multifactor Consumer Staples ETF 1.2 40 -5 5.9 -4.5
FBCV Fidelity Blue Chip Value ETF 1.2 59 -24 7.4 -3.0
VNQ Vanguard REIT Index Fund 1.2 12 23 6.2 -4.2
ERSX ERShares NextGen Entrepreneurs ETF 1.1 75 -40 6.4 -4.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.1 50 -15 3.5 -6.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.1 45 -10 2.6 -7.8
SKYY First Trust Cloud Computing ETF 1.1 60 -25 4.4 -6.0
FBT First Trust NYSE Arca Biotechnology Index Fund 1.1 55 -20 0.7 -9.7
BBP BioShares Biotechnology Products Fund 1.1 79 -44 -5.1 -15.5
PSYK PSYK ETF 1.1 75 -40 -564.8 -575.1
VHT Vanguard Health Care Index Fund 1.1 10 25 6.3 -4.1
FHLC Fidelity MSCI Health Care Index ETF 1.1 8 27 6.3 -4.1
ILCG iShares Morningstar Growth ETF 1.1 4 31 4.9 -5.5
SDIV Global X SuperDividend ETF 1.1 59 -24 34.1 +23.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.1 15 20 8.3 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 15 20 6.3 -4.1
SCHK Schwab 1000 Index ETF 1.1 5 30 6.4 -4.0
IYY iShares Dow Jones U.S. ETF 1.1 20 15 6.2 -4.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.1 25 10 7.8 -2.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -25 5.1 -5.3
JRE Janus Henderson U.S. Real Estate ETF 1.1 65 -30 4.9 -5.5
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 1.1 60 -25 4.4 -6.0
FTXO First Trust Nasdaq Bank ETF 1.1 60 -25 11.3 +1.0
VONV Vanguard Russell 1000 Value Index Fund 1.1 8 27 7.7 -2.7
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 1.1 60 -25 6.2 -4.2
IWD iShares Russell 1000 Value ETF 1.1 19 16 7.6 -2.8
SAMT Strategas Macro Thematic Opportunities ETF 1.1 65 -30 3.7 -6.7
SAGP Strategas Global Policy Opportunities ETF 1.1 65 -30 7.5 -2.9
MBOX Freedom Day Dividend ETF 1.0 39 -4 8.6 -1.8
EBLU Ecofin Global Water ESG Fund 1.0 40 -5 4.8 -5.6
PRF Invesco FTSE RAFI US 1000 ETF 1.0 39 -4 7.9 -2.5
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 -2 7.3 -3.1
TEMP JPMorgan Climate Change Solutions ETF 1.0 49 -14 5.0 -5.4
MOTO SmartETFs Smart Transportation & Technology ETF 1.0 68 -33 7.7 -2.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.0 46 -11 7.1 -3.3
IYR iShares U.S. Real Estate ETF 1.0 41 -6 6.0 -4.4
AVRE Avantis Real Estate ETF 1.0 17 18 5.9 -4.5
OGIG O'Shares Global Internet Giants ETF 1.0 48 -13 0.0 -10.4
JMIN JPMorgan U.S. Minimum Volatility ETF 1.0 12 23 6.3 -4.1
SOXX iShares PHLX Semiconductor ETF 1.0 43 -8 9.0 -1.4
FMIL Fidelity New Millennium ETF 1.0 59 -24 7.3 -3.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 20 7.7 -2.7
ITA iShares U.S. Aerospace & Defense ETF 1.0 42 -7 5.9 -4.5
UAV AdvisorShares Drone Technology ETF 1.0 99 -64 5.6 -4.8
PPA Invesco Aerospace & Defense ETF 1.0 61 -26 5.3 -5.1
TMFG Motley Fool Global Opportunities ETF 1.0 85 -50 4.5 -5.9
XAR SPDR S&P Aerospace & Defense ETF 1.0 35 0 4.0 -6.4
GAMR ETFMG Video Game Tech ETF 1.0 75 -40 7.0 -3.4
BUZZ VanEck Social Sentiment ETF 1.0 75 -40 -1.8 -12.2
SFYF SoFi 50 ETF 1.0 29 6 -2.8 -13.2
NFTZ Defiance Digital Revolution ETF 1.0 45 -10 -20.5 -30.9
SDY SPDR S&P Dividend ETF 1.0 35 0 6.9 -3.5
JHML John Hancock Multifactor Large Cap ETF 1.0 29 6 6.8 -3.6
WBIY WBI Power Factor High Dividend ETF 1.0 70 -35 11.8 +1.4
IDAT iShares Cloud 5G and Tech ETF 1.0 47 -12 7.1 -3.3
FCLD Fidelity Cloud Computing ETF 1.0 39 -4 4.7 -5.7
DAT ProShares Big Data Refiners ETF 1.0 58 -23 0.6 -9.8
AIEQ AI Powered Equity ETF 0.9 80 -45 6.5 -3.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -45 9.6 -0.8
DUHP Dimensional US High Profitability ETF 0.9 22 13 8.6 -1.8
FTXR First Trust Nasdaq Transportation ETF 0.9 60 -25 6.4 -4.0
VNSE Natixis Vaughan Nelson Select ETF 0.9 80 -45 4.0 -6.4
IGV iShares Expanded Tech-Software ETF 0.9 43 -8 4.0 -6.4
GLIF AGFiQ Global Infrastructure ETF 0.9 45 -10 4.8 -5.6
VONE Vanguard Russell 1000 ETF 0.9 8 27 6.4 -4.0
IWB iShares Russell 1000 ETF 0.9 15 20 6.3 -4.1
DFND Siren DIVCON Dividend Defender ETF 0.9 150 -115 6.7 -3.7
FEDX Emles Federal Contractors ETF 0.9 60 -25 7.8 -2.6
KONG Formidable Fortress ETF 0.9 89 -54 6.2 -4.2
IGF iShares Global Infrastructure ETF 0.9 43 -8 4.2 -6.2
CWS AdvisorShares Focused Equity ETF 0.9 66 -31 6.2 -4.2
DTOX Amplify Cleaner Living ETF 0.9 59 -24 -0.9 -11.3
SIXS 6 Meridian Small Cap Equity ETF 0.9 100 -65 10.0 -0.4
ROOF IQ US Real Estate Small Cap ETF 0.9 70 -35 8.7 -1.7
JPRE JPMorgan Realty Income ETF 0.9 50 -15 4.9 -5.5
HAUS Home Appreciation U.S. REIT ETF 0.9 60 -25 4.5 -5.9
RESI Kelly Residential & Apartment Real Estate ETF 0.9 68 -33 4.2 -6.2
GII SPDR S&P Global Infrastructure ETF 0.9 40 -5 4.2 -6.2
VICE AdvisorShares Vice ETF 0.9 99 -64 5.6 -4.8
ORFN Constrained Capital ESG Orphans ETF 0.9 75 -40 5.5 -4.9
BEDZ AdvisorShares Hotel ETF 0.9 99 -64 1.8 -8.6
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.9 55 -20 1.1 -9.3
PXQ Invesco Dynamic Networking ETF 0.9 63 -28 4.6 -5.8
PSJ Invesco Dynamic Software ETF 0.9 56 -21 3.9 -6.5
HACK ETFMG Prime Cyber Security ETF 0.9 60 -25 3.8 -6.6
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.9 60 -25 3.3 -7.1
CLOU Global X Cloud Computing ETF 0.9 68 -33 1.7 -8.7
BUG Global X Cybersecurity ETF 0.9 50 -15 1.4 -9.0
WCBR WisdomTree Cybersecurity Fund 0.9 45 -10 0.0 -10.4
SQLV Legg Mason Small-Cap Quality Value 0.9 61 -26 10.4 +0.1
IGN iShares North American Tech-Multimedia Networking ETF 0.9 43 -8 7.4 -3.0
XTL SPDR S&P Telecom ETF 0.9 35 0 5.9 -4.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.9 69 -34 8.2 -2.2
CGDV Capital Group Dividend Value ETF 0.9 33 2 6.7 -3.7
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.9 18 17 6.2 -4.2
HAIL SPDR S&P Kensho Smart Mobility ETF 0.9 45 -10 3.5 -6.9
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.8 19 16 8.5 -1.9
IVES Wedbush ETFMG Global Cloud Technology ETF 0.8 68 -33 3.8 -6.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.8 49 -14 6.9 -3.5
TINY ProShares Nanotechnology ETF 0.8 58 -23 1.9 -8.5
TYNE Direxion Nanotechnology ETF 0.8 65 -30 -72.3 -82.7
LSLT Salt Low truBeta US Market ETF 0.8 60 -25 0.0 -10.4
FDHT Fidelity Digital Health ETF 0.8 39 -4 0.2 -10.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.8 65 -30 0.1 -10.3
EDOC Global X Telemedicine & Digital Health ETF 0.8 68 -33 -2.4 -12.8
MVPS Amplify Thematic All-Stars ETF 0.8 49 -14 2.3 -8.1
KSCD KFA Small Cap Quality Dividend Index ETF 0.8 51 -16 6.7 -3.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.8 41 -6 6.7 -3.7
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 0 7.0 -3.4
TMDV ProShares Russell US Dividend Growers ETF 0.8 36 -1 6.3 -4.1
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 32 6.4 -4.0
JZRO Janus Henderson Net Zero Transition Resources ETF 0.8 60 -25 7.6 -2.8
DWLD Davis Select Worldwide ETF 0.8 63 -28 7.2 -3.2
FXG First Trust Consumer Staples AlphaDEX Fund 0.8 63 -28 7.2 -3.2
MOO VanEck Agribusiness ETF 0.8 56 -21 6.6 -3.8
FTXG First Trust Nasdaq Food & Beverage ETF 0.8 60 -25 6.1 -4.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 0.8 85 -50 5.8 -4.6
BECO BlackRock Future Climate and Sustainable Economy ETF 0.8 70 -35 5.4 -5.0
ERTH Invesco MSCI Sustainable Future ETF 0.8 55 -20 4.1 -6.3
GSFP Goldman Sachs Future Planet Equity ETF 0.8 75 -40 4.1 -6.3
QUAL iShares MSCI Usa Quality Factor ETF 0.8 15 20 6.7 -3.7
KIE SPDR S&P Insurance ETF 0.8 35 0 8.7 -1.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.8 20 15 9.6 -0.8
FDRR Fidelity Dividend ETF for Rising Rates 0.8 29 6 8.3 -2.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.8 15 20 8.7 -1.7
DTD WisdomTree U.S.Total Dividend Fund 0.8 28 7 7.5 -2.9
GENY Principal Millennials Index ETF 0.8 45 -10 4.7 -5.7
FDG American Century Focused Dynamic Growth ETF 0.8 45 -10 3.3 -7.1
VT Vanguard Total World Stock ETF 0.7 8 27 6.8 -3.6
IWF iShares Russell 1000 Growth ETF 0.7 19 16 5.9 -4.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.7 25 10 7.9 -2.5
VONG Vanguard Russell 1000 Growth Index Fund 0.7 8 27 6.0 -4.4
XT iShares Exponential Technologies ETF 0.7 46 -11 4.5 -5.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 0.7 75 -40 7.6 -2.8
ITAN Sparkline Intangible Value ETF 0.7 50 -15 7.7 -2.7
HART IQ Healthy Hearts ETF 0.7 45 -10 5.5 -4.9
YUMY VanEck Future of Food ETF 0.7 69 -34 3.5 -6.9
CNRG SPDR S&P Kensho Clean Power ETF 0.7 45 -10 1.8 -8.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 0.7 16 19 3.2 -7.2
IUS Invesco Strategic US ETF 0.7 19 16 7.5 -2.9
IYH iShares U.S. Healthcare ETF 0.7 43 -8 7.0 -3.4
TECB iShares US Tech Breakthrough Multisector ETF 0.7 40 -5 6.0 -4.4
MMLG First Trust Multi-Manager Large Growth ETF 0.7 85 -50 2.9 -7.5
AGNG Global X Aging Population ETF 0.7 50 -15 3.9 -6.5
GGRW Gabelli Growth Innovators ETF 0.7 90 -55 3.6 -6.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.7 45 -10 2.3 -8.1
BTEK BlackRock Future Tech ETF 0.7 88 -53 0.7 -9.7
IAK iShares U.S. Insurance ETF 0.7 42 -7 8.2 -2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 0 8.4 -2.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.7 35 0 8.7 -1.7
FILL iShares MSCI Global Energy Producers ETF 0.7 39 -4 7.9 -2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 16 7.3 -3.1
SIZE iShares MSCI USA Size Factor ETF 0.7 15 20 6.8 -3.6
SNSR Global X Internet of Things Thematic ETF 0.6 68 -33 5.7 -4.7
MOON Direxion Moonshot Innovators ETF 0.6 65 -30 -20.4 -30.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 -30 3.4 -7.0
EUSA iShares MSCI USA Equal Weighted ETF 0.6 9 26 6.6 -3.8
PNQI Invesco NASDAQ Internet ETF 0.6 60 -25 3.5 -6.9
PBS Invesco Dynamic Media ETF 0.6 63 -28 8.8 -1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.6 52 -17 6.4 -4.0
XWEB SPDR S&P Internet ETF 0.6 35 0 -3.4 -13.8
TPHD Timothy Plan High Dividend Stock ETF 0.6 52 -17 6.7 -3.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 63 -28 9.4 -1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 21 6.4 -4.0
KGHG KraneShares Global Carbon Transformation ETF 0.6 89 -54 7.1 -3.3
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 0.6 75 -40 0.8 -9.6
HYDR Global X Hydrogen ETF 0.6 50 -15 -19.0 -29.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.6 38 -3 7.2 -3.2
IGM iShares Expanded Tech Sector ETF 0.6 43 -8 5.9 -4.5
IYK iShares U.S. Consumer Goods ETF 0.6 43 -8 5.7 -4.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.6 39 -4 9.8 -0.6
IECS iShares Evolved U.S. Consumer Staples ETF 0.6 18 17 5.7 -4.7
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 31 7.7 -2.7
DGRO iShares Core Dividend Growth ETF 0.6 8 27 7.8 -2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 52 -17 5.9 -4.5
VDC Vanguard Consumer Staples Index Fund 0.6 10 25 5.7 -4.7
ILCV iShares Morningstar Value ETF 0.6 4 31 7.7 -2.7
FSTA Fidelity MSCI Consumer Staples Index ETF 0.6 8 27 5.7 -4.7
VYM Vanguard High Dividend Yield Index ETF 0.5 6 29 8.2 -2.2
AQWA Global X Clean Water ETF 0.5 50 -15 5.0 -5.4
NZRO Strategy Shares Halt Climate Change ETF 0.5 95 -60 1.9 -8.5
VGT Vanguard Information Technology Index Fund 0.5 10 25 6.2 -4.2
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 27 6.2 -4.2
LGLV SPDR Russell 1000 Low Volatility ETF 0.5 12 23 5.7 -4.7
SCHX Schwab U.S. Large-Cap ETF 0.5 3 32 6.4 -4.0
VIG Vanguard Dividend Appreciation Index Fund 0.5 6 29 6.7 -3.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.5 39 -4 -1.1 -11.5
FVD First Trust Value Line Dividend Index Fund 0.5 70 -35 6.2 -4.2
KLDW Gavekal Knowledge Leaders Developed World ETF 0.5 75 -40 5.7 -4.7
MSGR Direxion mRNA ETF 0.5 65 -30 -3.2 -13.6
INNO Harbor Disruptive Innovation ETF 0.5 75 -40 -3.7 -14.1
GNOM Global X Genomics & Biotechnology ETF 0.5 50 -15 -8.6 -19.0
VDNI V-Shares US Leadership Diversity ETF 0.5 29 6 6.7 -3.7
IETC iShares Evolved U.S. Technology ETF 0.5 18 17 5.7 -4.7
CLMA iClima Global Decarbonization Transition Leaders ETF 0.5 65 -30 2.1 -8.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 72 -37 13.1 +2.7
MTUM iShares MSCI USA Momentum Factor ETF 0.5 15 20 5.9 -4.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.5 28 7 7.4 -3.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 31 5.0 -5.4
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.4 79 -44 -99.3 -109.7
EMLP First Trust North American Energy Infrastructure Fund 0.4 96 -61 5.2 -5.2
CGUS Capital Group Core Equity ETF 0.4 33 2 6.5 -3.9
NUDV Nuveen ESG Dividend ETF 0.4 25 10 7.9 -2.5
FTAG First Trust Indxx Global Agriculture ETF 0.4 70 -35 8.5 -1.9
TOKE Cambria Cannabis ETF 0.4 42 -7 -14.9 -25.3
THCX The Cannabis ETF 0.4 75 -40 -41.6 -52.0
MJ ETFMG Alternative Harvest ETF 0.4 75 -40 -45.3 -55.7
BUDX Cannabis Growth ETF 0.4 79 -44 0.0 -10.4
PFM Invesco Dividend Achievers ETF 0.4 53 -18 6.6 -3.8
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.4 8 27 7.4 -3.0
VOX Vanguard Telecommunication Services Index Fund 0.4 10 25 7.3 -3.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 -15 6.2 -4.2
MRAD SmartETFs Advertising & Marketing Technology ETF 0.4 68 -33 4.0 -6.4
JFWD Jacob Forward ETF 0.4 75 -40 -13.8 -24.2
CBTG Cabot Growth ETF 0.4 75 -40 0.0 -10.4
NULV Nuveen ESG Large-Cap Value ETF 0.4 25 10 8.0 -2.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 -12 6.1 -4.3
CGGO Capital Group Global Growth Equity ETF 0.4 47 -12 4.7 -5.7
DIVB iShares U.S. Dividend & Buyback ETF 0.4 25 10 8.0 -2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.4 9 26 6.8 -3.6
EPS WisdomTree U.S. Earnings 500 Fund 0.4 8 27 8.0 -2.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 9.3 -1.1
AIQ Global X Future Analytics Tech ETF 0.4 68 -33 5.5 -4.9
DSI iShares MSCI KLD 400 Social ETF 0.4 25 10 6.4 -4.0
VLUE iShares MSCI USA Value Factor ETF 0.4 15 20 12.8 +2.5
RNSC Small Cap US Equity Select ETF 0.4 60 -25 9.3 -1.1
RFFC RiverFront Dynamic US Flex-Cap ETF 0.4 52 -17 6.1 -4.3
GQRE FlexShares Global Quality Real Estate Index Fund 0.3 45 -10 6.8 -3.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.3 15 20 6.5 -3.9
FDVV Fidelity Core Dividend ETF 0.3 29 6 7.9 -2.5
SCHD Schwab U.S. Dividend Equity ETF 0.3 6 29 9.3 -1.1
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 10 5.6 -4.8
WUGI Esoterica NextG Economy ETF 0.3 75 -40 2.6 -7.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 -11 8.5 -1.9
IDRV iShares Self-driving EV & Tech ETF 0.3 47 -12 7.9 -2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 15 6.3 -4.1
CGGR Capital Group Growth ETF 0.3 39 -4 5.1 -5.3
KROP Global X AgTech & Food Innovation ETF 0.3 50 -15 0.8 -9.6
ROSC Hartford Multifactor Small Cap ETF 0.3 34 1 11.1 +0.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.3 20 15 7.1 -3.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 15 6.0 -4.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.2 45 -10 5.2 -5.2
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.3 -2.1
DEW WisdomTree Global High Dividend Fund 0.2 58 -23 8.9 -1.5
QUS SPDR MSCI USA StrategicFactors ETF 0.2 15 20 6.8 -3.6
FDL First Trust Morningstar Dividend Leaders Index Fund 0.2 45 -10 9.3 -1.1
MXDU Nationwide Maximum Diversification US Core Equity ETF 0.2 34 1 5.7 -4.7
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 25 6.3 -4.1
VEGN US Vegan Climate ETF 0.2 60 -25 6.1 -4.3
USMV iShares Edge MSCI Min Vol USA ETF 0.2 15 20 6.0 -4.4
IYW iShares U.S. Technology ETF 0.2 43 -8 6.2 -4.2
NULC Nuveen ESG Large-Cap ETF 0.2 20 15 6.6 -3.8
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -17 8.8 -1.6
JAVA JPMorgan Active Value ETF 0.2 44 -9 7.1 -3.3
ACWF iShares MSCI Global Multifactor ETF 0.2 35 0 10.2 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 26 6.8 -3.6
FPX First Trust US IPO Index Fund 0.2 57 -22 2.8 -7.6
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 25 6.4 -4.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 25 6.4 -4.0
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.2 35 0 8.9 -1.5
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 5 6.7 -3.7
XDAT Franklin Exponential Data ETF 0.1 50 -15 3.2 -7.2
VOE Vanguard Mid-Cap Value Index Fund 0.1 7 28 7.7 -2.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 5 7.4 -3.0
PBUS Invesco PureBeta MSCI USA ETF 0.1 4 31 6.4 -4.0
QLC FlexShares US Quality Large Cap Index Fund 0.1 32 3 7.2 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 33 6.4 -4.0
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -15 5.9 -4.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.1 60 -25 5.8 -4.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 26 6.6 -3.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 26 6.6 -3.8
ESGU iShares MSCI USA ESG Optimized ETF 0.1 15 20 6.3 -4.1
TOK iShares MSCI Kokusai ETF 0.1 25 10 6.5 -3.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -40 6.5 -3.9
URTH iShares MSCI World ETF 0.1 24 11 6.5 -3.9
VO Vanguard Mid-Cap Index Fund 0.1 4 31 6.2 -4.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 -15 8.2 -2.2
ACWI iShares MSCI ACWI ETF 0.1 32 3 6.7 -3.7
DURA VanEck Morningstar Durable Dividend ETF 0.1 29 6 7.7 -2.7
ESG FlexShares STOXX US ESG Impact Index Fund 0.1 32 3 6.4 -4.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.1 70 -35 4.5 -5.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.0 42 -7 6.5 -3.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 25 5.9 -4.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 25 6.0 -4.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 15 6.7 -3.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 35 0 8.3 -2.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.0 45 -10 3.3 -7.1
VTV Vanguard Value Index Fund 0.0 4 31 7.9 -2.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 23 6.3 -4.1
VV Vanguard Large-Cap Index Fund 0.0 4 31 6.3 -4.1
AVDE Avantis International Equity ETF 0.0 23 12 8.9 -1.5
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 -4 8.6 -1.8
VIGI Vanguard International Dividend Appreciation ETF 0.0 20 15 6.2 -4.2
IEUS iShares MSCI Europe Small-Cap ETF 0.0 40 -5 6.2 -4.2

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Invesco S&P Midcap 400 Pure Growth ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 20.0 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 10.4 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.40 CATEGORY
AVERAGE
1.49
 
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.