SPDR S&P Kensho Final Frontiers ETF
ALTAR
Score™		 2.2% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 37.7x P/Sales
ratio		 1.5x
P/BV
ratio		 2.8x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ROKT tracks a tier-weighted index of US equities associated with space and deep sea exploration.

FUND BASICS
Category US Equities
Fund Sponsor State Street
Website www.spdrs.com
Inception date Oct 22, 2018
Assets (mns) $20
Currency USD
Expense ratio 45 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 31
Wgt avg mkt cap (mns) $40,516
Large cap (>$10bn) 58.2%
Mid cap ($2-10bn) 35.9%
Small cap (<$2bn) 6.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ROCKET LAB USA, INC. 4.8 %
BOEING CO 4.0 %
OCEANEERING INTL INC 3.9 %
HEXCEL CORP 3.9 %
IRIDIUM COMMUNICATIONS INC. 3.9 %
RTX CORP 3.9 %
HONEYWELL INTERNATIONAL INC 3.8 %
NORTHROP GRUMMAN CORP 3.8 %
TELEDYNE TECHNOLOGIES INC 3.8 %
LOCKHEED MARTIN CORP 3.7 %
Total 39.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.0 %
BRITAIN 2.7 %
ISRAEL 1.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
27.6% 27.6% 10.4% -- 12.8%

Market Correlations
versus... Beta R-squared
S&P500 1.02 61%
MSCI EAFE 0.90 47%
MSCI Emg. Mkts. 0.52 16%

Technical Indicators
Recent close $58.21
30d moving avg. $57.59
Annualized volatility 22.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 4.3%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.9%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $5,304

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 potential alternatives to the SPDR S&P Kensho Final Frontiers ETF ETF based on the alternatives' overlap in portfolio holdings with ROKT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ROKT Expense: 45 bp ALTAR Score™: 2.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ROKT
Ticker Fund
Name		 Overlap1
vs ROKT
(%)		 Expense
ratio
(bp)		 Savings
vs ROKT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ROKT
(%)
XAR SPDR S&P Aerospace & Defense ETF 42.4 35 10 2.5 +0.4
MISL First Trust Indxx Aerospace & Defense ETF 41.9 60 -15 2.7 +0.6
PPA Invesco Aerospace & Defense ETF 41.0 58 -13 2.5 +0.3
NATO Themes Transatlantic Defense ETF 39.0 35 10 3.2 +1.0
ITA iShares U.S. Aerospace & Defense ETF 33.2 40 5 1.7 -0.5
FITE SPDR S&P Kensho Future Security ETF 32.2 45 0 2.6 +0.5
SHLD Global X Defense Tech ETF 27.0 50 -5 4.9 +2.8
UFO Procure Space ETF 26.1 75 -30 -0.9 -3.0
MADE iShares U.S. Manufacturing ETF 21.9 40 5 5.5 +3.3
XLI Industrial Select Sector SPDR Fund 19.5 9 36 4.2 +2.1
ARKX ARK Space Exploration & Innovation ETF 16.7 75 -30 2.6 +0.5
FIDU Fidelity MSCI Industrial Index ETF 16.1 8 37 4.5 +2.4
FTWO Strive FAANG 2.0 ETF 16.0 49 -4 4.5 +2.3
VIS Vanguard Industrials ETF 15.7 10 35 4.3 +2.1
KOMP SPDR S&P Kensho New Economies Composite ETF 13.5 20 25 0.9 -1.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 13.4 40 5 4.5 +2.3
IYJ iShares U.S. Industrials ETF 12.5 40 5 4.6 +2.5
ARKQ ARK Autonomous Technology & Robotics ETF 11.5 75 -30 2.3 +0.2
SAMT Strategas Macro Thematic Opportunities ETF 11.3 65 -20 3.6 +1.5
EXI iShares Global Industrials ETF 11.2 42 3 4.5 +2.3
MVAL VanEck Morningstar Wide Moat Value ETF 11.2 49 -4 6.8 +4.6
SAGP Strategas Global Policy Opportunities ETF 9.7 65 -20 6.1 +3.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.9 29 16 6.6 +4.4
QDIV Global X S&P 500 Quality Dividend ETF 8.9 20 25 8.5 +6.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 8.8 60 -15 3.6 +1.5
MOAT VanEck Morningstar Wide Moat ETF 7.5 46 -1 6.0 +3.8
FTCS First Trust Capital Strength ETF 7.5 55 -10 6.0 +3.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.4 70 -25 4.5 +2.3
BLCV iShares Large Cap Value Active ETF 7.3 53 -8 8.1 +5.9
INCE Franklin Income Equity Focus ETF 7.1 29 16 5.8 +3.6
FTDS First Trust Dividend Strength ETF 7.1 70 -25 8.5 +6.3
RUNN Running Oak Efficient Growth ETF 7.0 58 -13 4.9 +2.7
EDOW First Trust Dow 30 Equal Weight ETF 6.9 50 -5 5.2 +3.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.8 60 -15 4.0 +1.9
QTUM Defiance Quantum ETF 6.8 40 5 5.4 +3.3
MDCP VictoryShares THB Mid Cap ESG ETF 6.8 55 -10 5.6 +3.5
CGDV Capital Group Dividend Value ETF 6.7 33 12 5.2 +3.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.7 25 20 5.3 +3.1
SPLV Invesco S&P 500 Low Volatility ETF 6.6 25 20 5.2 +3.1
ITAN Sparkline Intangible Value ETF 6.5 50 -5 6.0 +3.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.3 61 -16 6.3 +4.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 6.1 60 -15 3.1 +0.9
CWS AdvisorShares Focused Equity ETF 6.0 84 -39 4.8 +2.7
CRTC Xtrackers US National Critical Technologies ETF 6.0 35 10 5.2 +3.1
XES SPDR S&P Oil & Gas Equipment & Services ETF 5.9 35 10 -0.2 -2.4
MDLV Morgan Dempsey Large Cap Value ETF 5.8 58 -13 8.1 +6.0
VOLT Tema Electrification ETF 5.8 75 -30 3.3 +1.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.7 13 32 5.7 +3.5
DIA SPDR Dow Jones Industrial Average ETF Trust 5.7 16 29 5.3 +3.2
PDP Invesco Dorsey Wright Momentum ETF 5.6 62 -17 3.3 +1.2
XTL SPDR S&P Telecom ETF 5.6 35 10 4.2 +2.0
QUVU Hartford Quality Value ETF 5.6 46 -1 6.6 +4.5
NBDS Neuberger Berman Disrupters ETF 5.3 55 -10 1.3 -0.9
OIH VanEck Oil Services ETF 5.3 35 10 1.7 -0.5
DURA VanEck Durable High Dividend ETF 5.3 29 16 7.7 +5.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.3 60 -15 5.7 +3.6
PXJ Invesco Oil & Gas Services ETF 5.2 63 -18 2.9 +0.7
AUSF Global X Adaptive U.S. Factor ETF 5.2 27 18 9.1 +7.0
EQWL Invesco S&P 100 Equal Weight ETF 5.1 25 20 6.5 +4.4
MOTO SmartETFs Smart Transportation & Technology ETF 5.0 68 -23 6.8 +4.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.0 45 0 5.8 +3.7
PSCI Invesco S&P SmallCap Industrials ETF 4.9 29 16 5.0 +2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.9 35 10 6.0 +3.9
IWX iShares Russell Top 200 Value ETF 4.9 20 25 6.1 +4.0
GLRY Inspire Faithward Mid Cap Momentum ETF 4.8 80 -35 6.1 +4.0
SNSR Global X Internet of Things ETF 4.8 68 -23 4.5 +2.4
GRNY Fundstrat Granny Shots US Large Cap ETF 4.8 75 -30 3.4 +1.3
DVND Touchstone Dividend Select ETF 4.7 67 -22 5.8 +3.6
CGUS Capital Group Core Equity ETF 4.7 33 12 4.4 +2.3
IBOT Vaneck Robotics ETF 4.7 47 -2 4.1 +1.9
VOT Vanguard Mid-Cap Growth ETF 4.6 7 38 3.4 +1.3
INEQ Columbia International Equity Income ETF 4.6 45 0 6.7 +4.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.5 60 -15 8.7 +6.5
AIRR First Trust RBA American Industrial Renaissance ETF 4.5 70 -25 5.0 +2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.5 75 -30 4.8 +2.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.5 40 5 5.9 +3.7
IEZ iShares U.S. Oil Equipment & Services ETF 4.4 40 5 1.9 -0.2
TMAT Main Thematic Innovation ETF 4.4 164 -119 -1.3 -3.5
USMV iShares MSCI USA Min Vol Factor ETF 4.3 15 30 5.7 +3.5
JEPI JPMorgan Equity Premium Income ETF 4.3 35 10 5.4 +3.2
SRHQ SRH U.S. Quality ETF 4.3 35 10 7.7 +5.5
FDVV Fidelity High Dividend ETF 4.3 15 30 8.8 +6.6
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 4.2 69 -24 8.6 +6.4
SDY SPDR S&P Dividend ETF 4.2 35 10 6.3 +4.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.2 50 -5 8.1 +5.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 4.1 50 -5 5.7 +3.5
IPDP Dividend Performers ETF 4.1 122 -77 4.8 +2.6
JETS U.S. Global Jets ETF 4.0 60 -15 -13.7 -15.9
TIME Clockwise Core Equity & Innovation ETF 4.0 95 -50 -0.4 -2.6
STXD Strive 1000 Dividend Growth ETF 4.0 35 10 5.3 +3.1
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 41 6.5 +4.4
YALL God Bless America ETF 4.0 65 -20 3.4 +1.3
FLV American Century Focused Large Cap Value ETF 4.0 42 3 6.6 +4.4
PSCE Invesco S&P SmallCap Energy ETF 3.9 29 16 5.1 +3.0
JPEF JPMorgan Equity Focus ETF 3.9 50 -5 3.8 +1.7
TINT ProShares Smart Materials ETF 3.9 58 -13 7.2 +5.1
DMAT Global X Disruptive Materials ETF 3.9 59 -14 10.9 +8.8
MGV Vanguard Mega Cap Value ETF 3.9 7 38 6.5 +4.4
SRVR Pacer Data & Infrastructure Real Estate ETF 3.9 55 -10 1.4 -0.8
VOOV Vanguard S&P 500 Value ETF 3.9 10 35 6.6 +4.4
DIVL Madison Dividend Value ETF 3.8 65 -20 5.8 +3.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.8 7 38 7.6 +5.4
ICAP InfraCap Equity Income Fund ETF 3.8 171 -126 5.5 +3.3
DGRO iShares Core Dividend Growth ETF 3.8 8 37 6.4 +4.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.8 40 5 8.6 +6.4
IYZ iShares U.S. Telecommunications ETF 3.8 40 5 7.8 +5.6
FFTY Innovator IBD 50 ETF 3.8 80 -35 -0.2 -2.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.8 12 33 6.3 +4.2
IWD iShares Russell 1000 Value ETF 3.7 19 26 6.3 +4.1
SDEP SFP Core Equity Strategy 3.7 10 35 6.5 +4.3
SCHD Schwab US Dividend Equity ETF 3.7 6 39 9.6 +7.5
PKW Invesco Buyback Achievers ETF 3.7 62 -17 6.6 +4.4
VONV Vanguard Russell 1000 Value ETF 3.7 8 37 6.4 +4.2
CBSE Clough Select Equity ETF 3.7 85 -40 2.3 +0.1
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 5 5.5 +3.3
SWP SWP Growth & Income ETF 3.6 99 -54 4.3 +2.1
PFM Invesco Dividend Achievers ETF 3.6 53 -8 5.4 +3.2
VYM Vanguard High Dividend Yield Index ETF 3.6 6 39 6.8 +4.6
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 32 2.6 +0.5
OCFS Otter Creek Focus Strategy ETF 3.6 85 -40 4.8 +2.7
TRFM AAM Transformers ETF 3.5 49 -4 1.1 -1.1
FELV Fidelity Enhanced Large Cap Value ETF 3.5 18 27 6.5 +4.3
LVOL American Century Low Volatility ETF 3.5 29 16 4.9 +2.7
CZA Invesco Zacks Mid-Cap ETF 3.5 72 -27 5.8 +3.6
VTV Vanguard Value ETF 3.5 4 41 6.7 +4.5
ILCV iShares Morningstar Value ETF 3.5 4 41 6.4 +4.2
USRD Themes US R&D Champions ETF 3.4 29 16 6.6 +4.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.4 39 6 4.1 +2.0
VIG Vanguard Dividend Appreciation ETF 3.4 6 39 5.7 +3.5
BOTT Themes Robotics & Automation ETF 3.3 35 10 4.4 +2.2
BGIG Bahl & Gaynor Income Growth ETF 3.3 45 0 5.0 +2.9
GINX SGI Enhanced Global Income ETF 3.3 98 -53 7.5 +5.4
JAVA JPMorgan Active Value ETF 3.3 44 1 5.8 +3.6
DIVB iShares Core Dividend ETF 3.2 5 40 7.6 +5.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 40 7.2 +5.1
FDG American Century Focused Dynamic Growth ETF 3.2 45 0 2.5 +0.4
IVE iShares S&P 500 Value ETF 3.2 18 27 6.1 +4.0
ADME Aptus Drawdown Managed Equity ETF 3.2 79 -34 4.1 +1.9
SPYV SPDR Portfolio S&P 500 Value ETF 3.2 4 41 6.3 +4.1
USMF WisdomTree U.S. Multifactor Fund 3.2 28 17 6.6 +4.4
FVD First Trust Value Line Dividend Index Fund 3.1 65 -20 6.5 +4.3
HAIL SPDR S&P Kensho Smart Mobility ETF 3.1 45 0 -1.7 -3.8
VALQ American Century U.S. Quality Value ETF 3.1 29 16 7.2 +5.1
SMAP Amplify Small-Mid Cap Equity ETF 3.1 60 -15 5.0 +2.8
IUSV iShares Core S&P US Value ETF 3.1 4 41 6.4 +4.2
KNO AXS Knowledge Leaders ETF 3.1 78 -33 4.9 +2.7
DFLV Dimensional US Large Cap Value ETF 3.1 22 23 7.6 +5.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.1 52 -7 5.4 +3.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.0 58 -13 5.3 +3.1
CGDG Capital Group Dividend Growers ETF 3.0 47 -2 6.6 +4.4
REVS Columbia Research Enhanced Value ETF 3.0 19 26 7.4 +5.3
DGRW WisdomTree US Quality Dividend Growth Fund 3.0 28 17 5.6 +3.4
DSTL Distillate US Fundamental Stability & Value ETF 3.0 39 6 8.4 +6.3
CFA VictoryShares US 500 Volatility Wtd ETF 3.0 35 10 5.7 +3.6
VO Vanguard Mid-Cap ETF 3.0 4 41 5.4 +3.3
LCF Touchstone US Large Cap Focused ETF 3.0 69 -24 4.1 +2.0
PEXL Pacer US Export Leaders ETF 3.0 60 -15 5.6 +3.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 5 5.7 +3.5
FDLS Inspire Fidelis Multi Factor ETF 3.0 76 -31 5.9 +3.8
ULVM VictoryShares US Value Momentum ETF 3.0 20 25 7.3 +5.2
DFUV Dimensional US Marketwide Value ETF 3.0 22 23 7.3 +5.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.9 56 -11 6.5 +4.3
JOET Virtus Terranova US Quality Momentum ETF 2.9 29 16 4.5 +2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 -15 7.3 +5.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.9 38 7 4.8 +2.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.9 35 10 5.1 +3.0
FBCV Fidelity Blue Chip Value ETF 2.9 59 -14 7.4 +5.2
QUS SPDR MSCI USA StrategicFactors ETF 2.9 15 30 5.8 +3.7
STXV Strive 1000 Value ETF 2.9 18 27 7.8 +5.6
FDLO Fidelity Low Volatility Factor ETF 2.9 15 30 5.4 +3.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.9 71 -26 -0.4 -2.6
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 25 6.5 +4.3
KRMA Global X Conscious Companies ETF 2.8 43 2 5.8 +3.7
SPMO Invesco S&P 500 Momentum ETF 2.8 13 32 3.8 +1.6
PWB Invesco Large Cap Growth ETF 2.8 56 -11 3.0 +0.8
AIEQ AI Powered Equity ETF 2.8 75 -30 5.0 +2.8
HLGE Hartford Longevity Economy ETF 2.8 44 1 6.1 +3.9
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 30 4.0 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 2.8 50 -5 7.1 +5.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 27 6.5 +4.4
PWV Invesco Large Cap Value ETF 2.8 55 -10 7.3 +5.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -20 7.9 +5.8
DRIV Global X Autonomous & Electric Vehicles ETF 2.7 68 -23 5.3 +3.2
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 6 7.7 +5.5
JVAL JPMorgan U.S. Value Factor ETF 2.7 12 33 8.3 +6.1
BGDV Bahl & Gaynor Dividend ETF 2.7 45 0 4.7 +2.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.7 48 -3 6.1 +4.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.7 12 33 4.4 +2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.7 12 33 5.5 +3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 36 6.0 +3.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.7 79 -34 4.7 +2.6
LEAD Siren DIVCON Leaders Dividend ETF 2.7 43 2 4.7 +2.5
FELC Fidelity Enhanced Large Cap Core ETF 2.7 18 27 5.3 +3.1
RFFC ALPS Active Equity Opportunity ETF 2.6 48 -3 4.4 +2.2
PRNT 3D Printing ETF 2.6 66 -21 0.6 -1.5
RWL Invesco S&P 500 Revenue ETF 2.6 39 6 7.1 +4.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.6 80 -35 6.9 +4.7
TPHD Timothy Plan High Dividend Stock ETF 2.6 52 -7 6.5 +4.4
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 23 5.8 +3.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.6 54 -9 6.5 +4.4
BSCFX Baron Small Cap Retail 2.6 75 -30 3.5 +1.3
FMIL Fidelity New Millennium ETF 2.6 59 -14 4.9 +2.7
BDAIX Baron Durable Advantage 2.6 75 -30 3.6 +1.5
ACVF American Conservative Values ETF 2.6 75 -30 4.3 +2.2
FFND Future Fund Active ETF 2.6 100 -55 1.0 -1.1
MVPA Miller Value Partners Appreciation ETF 2.6 60 -15 9.8 +7.6
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 28 7.0 +4.8
OALC OneAscent Large Cap Core ETF 2.6 86 -41 4.4 +2.2
AGQI First Trust Active Global Quality Income ETF 2.6 85 -40 5.4 +3.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.5 85 -40 8.6 +6.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.5 39 6 -1.7 -3.8
FIVG Defiance Next Gen Connectivity ETF 2.5 30 15 5.6 +3.4
FPAG FPA Global Equity ETF 2.5 49 -4 5.3 +3.2
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 2.5 61 -16 2.8 +0.6
FTXL First Trust Nasdaq Semiconductor ETF 2.5 60 -15 6.7 +4.5
SMH VanEck Semiconductor ETF 2.5 35 10 5.1 +3.0
BELT iShares Long-Term U.S. Equity Active ETF 2.5 75 -30 3.5 +1.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.5 20 25 4.8 +2.6
SOXX iShares Semiconductor ETF 2.5 35 10 6.3 +4.2
XSD SPDR S&P Semiconductor ETF 2.5 35 10 4.8 +2.6
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 2.5 40 5 4.9 +2.8
CZAR Themes Natural Monopoly ETF 2.5 35 10 6.3 +4.1
PSI Invesco Semiconductors ETF 2.5 57 -12 4.9 +2.8
SOXQ Invesco PHLX Semiconductor ETF 2.5 19 26 4.9 +2.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.5 18 27 5.6 +3.5
GDEF Goldman Sachs Defensive Equity ETF 2.5 55 -10 4.8 +2.6
XSMO Invesco S&P SmallCap Momentum ETF 2.5 39 6 7.2 +5.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.5 29 16 6.6 +4.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.5 15 30 4.5 +2.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.5 49 -4 10.8 +8.6
CIBR First Trust NASDAQ Cybersecurity ETF 2.5 60 -15 4.1 +1.9
COWS Amplify Cash Flow Dividend Leaders ETF 2.5 0 45 11.2 +9.1
DLN WisdomTree U.S. LargeCap Dividend Fund 2.5 28 17 5.9 +3.7
FDRR Fidelity Dividend ETF for Rising Rates 2.5 15 30 7.4 +5.3
BARAX Baron Asset Retail 2.4 75 -30 3.6 +1.4
DEMZ Democratic Large Cap Core ETF 2.4 45 0 4.5 +2.4
ARVR First Trust Indxx Metaverse ETF 2.4 70 -25 0.7 -1.4
LCLG Logan Capital Broad Innovative Growth ETF 2.4 99 -54 4.6 +2.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.4 65 -20 4.5 +2.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 36 5.1 +3.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 9 36 5.3 +3.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.4 15 30 5.6 +3.5
HAPY Harbor Human Capital Factor Unconstrained ETF 2.4 50 -5 4.4 +2.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.4 40 5 8.5 +6.4
IUS Invesco RAFI Strategic US ETF 2.4 19 26 6.9 +4.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.4 65 -20 5.2 +3.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.4 60 -15 7.2 +5.1
NLR VanEck Uranium+Nuclear Energy ETF 2.4 61 -16 3.6 +1.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.4 70 -25 4.9 +2.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.4 27 18 6.8 +4.7
VLUE iShares MSCI USA Value Factor ETF 2.4 15 30 10.4 +8.3
SIXL ETC 6 Meridian Low Beta Equity ETF 2.4 80 -35 5.8 +3.6
BIBL Inspire 100 ETF 2.4 35 10 5.3 +3.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 -15 6.2 +4.1
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 36 6.1 +3.9
HAPI Harbor Human Capital Factor US Large Cap ETF 2.3 36 9 4.6 +2.5
IQM Franklin Intelligent Machines ETF 2.3 50 -5 2.9 +0.8
NUSC Nuveen ESG Small-Cap ETF 2.3 31 14 5.2 +3.0
CCMG CCM Global Equity ETF 2.3 34 11 7.5 +5.4
SIZE iShares MSCI USA Size Factor ETF 2.3 15 30 6.1 +3.9
LRND IQ U.S. Large Cap R&D Leaders ETF 2.3 14 31 6.0 +3.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 25 6.6 +4.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.3 57 -12 4.1 +1.9
URAN Themes Uranium & Nuclear ETF 2.3 35 10 3.2 +1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 36 4.7 +2.5
SIXG Defiance Connective Technologies ETF 2.3 30 15 4.9 +2.8
PRF Invesco FTSE RAFI US 1000 ETF 2.3 39 6 6.9 +4.7
XLK Technology Select Sector SPDR Fund 2.3 9 36 5.2 +3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 15 6.3 +4.1
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 17 6.1 +4.0
ACWV iShares MSCI Global Min Vol Factor ETF 2.2 20 25 6.2 +4.1
FNDX Schwab Fundamental US Large Co. Index ETF 2.2 25 20 7.1 +4.9
FAN First Trust Global Wind Energy ETF 2.2 60 -15 5.8 +3.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -20 2.3 +0.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.2 18 27 4.8 +2.7
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -45 3.8 +1.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.2 25 20 7.0 +4.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.2 15 30 5.9 +3.7
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -10 4.7 +2.6
BTHM BlackRock Future U.S. Themes ETF 2.2 60 -15 4.2 +2.0
TBG TBG Dividend Focus ETF 2.2 59 -14 7.0 +4.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 34 4.9 +2.7
JGLO JPMorgan Global Select Equity ETF 2.2 33 12 4.6 +2.5
JHML John Hancock Multifactor Large Cap ETF 2.2 29 16 5.4 +3.2
IWL iShares Russell Top 200 ETF 2.2 15 30 4.7 +2.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.1 75 -30 2.6 +0.4
DFVX Dimensional US Large Cap Vector ETF 2.1 22 23 6.2 +4.0
KRUZ Unusual Whales Subversive Republican Trading ETF 2.1 75 -30 5.7 +3.5
DGT SPDR Global Dow ETF 2.1 50 -5 6.6 +4.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 36 4.9 +2.8
SLYG SPDR S&P 600 Small Cap Growth ETF 2.1 15 30 4.8 +2.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 25 4.8 +2.7
TMFX Motley Fool Next Index ETF 2.1 50 -5 3.0 +0.9
FTGS First Trust Growth Strength ETF 2.1 60 -15 5.7 +3.6
BLCR iShares Large Cap Core Active ETF 2.1 36 9 4.4 +2.3
CSMD Congress SMid Growth ETF 2.1 69 -24 4.4 +2.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.1 60 -15 6.0 +3.8
STRV Strive 500 ETF 2.1 5 40 4.9 +2.8
VOO Vanguard S&P 500 ETF 2.1 3 42 5.0 +2.9
VV Vanguard Large-Cap ETF 2.0 4 41 4.9 +2.8
IVV iShares Core S&P 500 ETF 2.0 3 42 5.0 +2.9
SPY SPDR S&P 500 ETF Trust 2.0 9 36 5.0 +2.8
SPLG SPDR Portfolio S&P 500 ETF 2.0 2 43 5.0 +2.9
VOTE TCW Transform 500 ETF 2.0 5 40 4.9 +2.8
PSCT Invesco S&P SmallCap Information Technology ETF 2.0 29 16 5.1 +2.9
SPHB Invesco S&P 500 High Beta ETF 2.0 25 20 4.7 +2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 45 5.0 +2.8
VLU SPDR S&P 1500 Value Tilt ETF 2.0 12 33 6.7 +4.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.0 20 25 5.0 +2.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 10 4.7 +2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 -13 4.5 +2.3
TOLL Tema Monopolies and Oligopolies ETF 2.0 75 -30 3.4 +1.2
SCHX Schwab U.S. Large-Cap ETF 2.0 3 42 5.0 +2.8
PBUS Invesco MSCI USA ETF 2.0 4 41 5.0 +2.8
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 9 9.0 +6.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 38 4.9 +2.8
GSFP Goldman Sachs Future Planet Equity ETF 2.0 75 -30 3.9 +1.7
SCHK Schwab 1000 Index ETF 2.0 5 40 5.0 +2.8
FDIV MarketDesk Focused U.S. Dividend ETF 2.0 35 10 10.4 +8.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.0 60 -15 4.8 +2.7
BECO BlackRock Future Climate and Sustainable Economy ETF 2.0 70 -25 13.6 +11.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 43 5.0 +2.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 42 5.1 +3.0
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 42 4.9 +2.8
IWB iShares Russell 1000 ETF 2.0 15 30 4.9 +2.7
VONE Vanguard Russell 1000 ETF 2.0 8 37 5.0 +2.8
IYY iShares Dow Jones U.S. ETF 2.0 20 25 4.8 +2.6
GVLU Gotham 1000 Value ETF 2.0 50 -5 7.9 +5.8
APUE ActivePassive U.S. Equity ETF 2.0 45 0 4.7 +2.6
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -15 7.2 +5.0
DIVG Invesco S&P 500 High Dividend Growers ETF 2.0 39 6 7.7 +5.6
ROE Astoria US Quality Kings ETF 2.0 49 -4 7.3 +5.2
VTI Vanguard Total Stock Market ETF 1.9 3 42 4.8 +2.6
GSPY Gotham Enhanced 500 ETF 1.9 50 -5 5.1 +2.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 25 6.8 +4.7
OPTZ Optimize Strategy Index ETF 1.9 50 -5 3.1 +0.9
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -14 9.3 +7.1
IWV iShares Russell 3000 ETF 1.9 20 25 4.7 +2.5
VTHR Vanguard Russell 3000 ETF 1.9 10 35 4.8 +2.7
SCHB Schwab U.S. Broad Market ETF 1.9 3 42 4.9 +2.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 42 4.8 +2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 34 4.9 +2.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 6 3.6 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 39 2.2 +0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.9 37 8 6.1 +4.0
DFUS Dimensional U.S. Equity ETF 1.9 9 36 4.9 +2.7
XPND First Trust Expanded Technology ETF 1.9 65 -20 4.5 +2.4
SPHQ Invesco S&P 500 Quality ETF 1.9 15 30 5.6 +3.5
MGC Vanguard Mega Cap ETF 1.9 7 38 4.8 +2.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.9 45 0 -7.4 -9.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.9 49 -4 5.5 +3.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.8 58 -13 4.7 +2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 28 4.9 +2.7
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 25 4.8 +2.7
DUHP Dimensional US High Profitability ETF 1.8 21 24 6.6 +4.4
QWLD SPDR MSCI World StrategicFactors ETF 1.8 30 15 6.2 +4.0
ISMD Inspire Small/Mid Cap ETF 1.8 54 -9 4.3 +2.1
DFAU Dimensional US Core Equity Market ETF 1.8 12 33 5.1 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.8 64 -19 2.0 -0.2
PY Principal Value ETF 1.8 15 30 7.0 +4.9
SFYX SoFi Next 500 ETF 1.8 0 45 4.8 +2.6
IYW iShares U.S. Technology ETF 1.8 40 5 4.4 +2.3
TMFS Motley Fool Small-Cap Growth ETF 1.8 85 -40 3.3 +1.2
DCOR Dimensional US Core Equity 1 ETF 1.8 14 31 5.3 +3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.8 29 16 4.4 +2.2
LGRO Level Four Large Cap Growth Active ETF 1.8 55 -10 4.1 +1.9
SMOT VanEck Morningstar SMID Moat ETF 1.8 49 -4 5.8 +3.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -7 5.6 +3.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 20 5.3 +3.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 -15 4.8 +2.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.8 49 -4 4.7 +2.6
CARZ First Trust NASDAQ Global Auto Index Fund 1.7 70 -25 3.5 +1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -14 2.6 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 27 7.7 +5.5
XLB Materials Select Sector SPDR Fund 1.7 9 36 6.0 +3.9
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 33 6.0 +3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.7 25 20 5.8 +3.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -16 4.7 +2.5
OCEN IQ Clean Oceans ETF 1.7 45 0 6.9 +4.7
SPMV Invesco S&P 500 Minimum Variance ETF 1.7 10 35 5.6 +3.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.7 75 -30 6.8 +4.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 20 6.0 +3.9
OEF iShares S&P 100 ETF 1.7 20 25 4.7 +2.6
RVRB Reverb ETF 1.7 30 15 4.7 +2.6
FDMO Fidelity Momentum Factor ETF 1.7 15 30 4.0 +1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 33 4.6 +2.4
EPS WisdomTree U.S. LargeCap Fund 1.7 8 37 5.6 +3.5
SYUS Syntax Stratified US Total Market ETF 1.7 36 9 6.8 +4.7
FLRG Fidelity U.S. Multifactor ETF 1.6 15 30 7.9 +5.7
STXG Strive 1000 Growth ETF 1.6 18 27 4.1 +1.9
QQQM Invesco NASDAQ 100 ETF 1.6 15 30 4.4 +2.2
VBK Vanguard Small-Cap Growth ETF 1.6 7 38 1.1 -1.0
SSPY Syntax Stratified LargeCap ETF 1.6 30 15 6.7 +4.6
IWS iShares Russell Mid-Cap Value ETF 1.6 23 22 6.4 +4.3
SFY SoFi Select 500 ETF 1.6 0 45 4.6 +2.4
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -15 4.9 +2.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.6 38 7 6.3 +4.2
STXK Strive Small-Cap ETF 1.6 18 27 5.2 +3.0
QQQ Invesco QQQ Trust Series I 1.6 20 25 4.3 +2.2
IGM iShares Expanded Tech Sector ETF 1.6 41 4 4.3 +2.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.6 75 -30 5.4 +3.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 -20 6.4 +4.2
JGRW Jensen Quality Growth ETF 1.6 57 -12 4.9 +2.7
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 30 5.6 +3.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 36 5.2 +3.0
VTWG Vanguard Russell 2000 Growth ETF 1.6 15 30 0.7 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 28 5.4 +3.3
IWO iShares Russell 2000 Growth ETF 1.6 24 21 0.5 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 36 5.3 +3.2
TOK iShares MSCI Kokusai ETF 1.6 26 19 5.0 +2.8
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 22 5.5 +3.4
ISRA VanEck Israel ETF 1.5 59 -14 7.1 +4.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.5 75 -30 2.6 +0.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 5 3.7 +1.5
VOE Vanguard Mid-Cap Value ETF 1.5 7 38 7.2 +5.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -14 3.6 +1.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -35 6.1 +4.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 36 3.3 +1.2
RPG Invesco S&P 500 Pure Growth ETF 1.5 35 10 1.6 -0.6
PXI Invesco Dorsey Wright Energy Momentum ETF 1.5 60 -15 6.1 +3.9
QLC FlexShares US Quality Large Cap Index Fund 1.5 25 20 5.5 +3.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.5 35 10 6.0 +3.9
PBW Invesco WilderHill Clean Energy ETF 1.5 66 -21 -12.8 -14.9
VGT Vanguard Information Technology ETF 1.5 10 35 4.5 +2.4
RND First Trust Bloomberg R&D Leaders ETF 1.5 60 -15 3.5 +1.4
FTEC Fidelity MSCI Information Technology Index ETF 1.5 8 37 4.6 +2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 30 7.7 +5.6
URTH iShares MSCI World ETF 1.5 24 21 5.1 +3.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.5 59 -14 5.7 +3.6
DFND Siren DIVCON Dividend Defender ETF 1.5 189 -144 0.0 -2.2
HDV iShares Core High Dividend ETF 1.4 8 37 7.1 +5.0
FDWM Fidelity Women's Leadership ETF 1.4 59 -14 4.6 +2.5
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -14 1.9 -0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 0 3.1 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 36 5.4 +3.3
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -4 5.7 +3.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 61 -16 1.5 -0.7
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 3 4.4 +2.3
CGGR Capital Group Growth ETF 1.4 39 6 2.6 +0.5
FXL First Trust Technology AlphaDEX Fund 1.4 61 -16 4.7 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 27 5.5 +3.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 25 7.8 +5.7
BFGFX Baron Focused Growth Retail 1.4 75 -30 2.9 +0.7
BPTRX Baron Partners Retail 1.4 75 -30 2.8 +0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 41 5.3 +3.2
ROUS Hartford Multifactor US Equity ETF 1.4 19 26 7.2 +5.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 10 6.3 +4.1
VB Vanguard Small-Cap ETF 1.4 5 40 5.0 +2.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 14 6.7 +4.5
IXN iShares Global Tech ETF 1.4 41 4 4.4 +2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 -4 4.6 +2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 10 2.6 +0.5
IJR iShares Core S&P Small Cap ETF 1.3 6 39 6.8 +4.6
MAGA Point Bridge America First ETF 1.3 72 -27 6.1 +4.0
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 30 5.0 +2.8
BGRO iShares Large Cap Growth Active ETF 1.3 55 -10 3.5 +1.3
RECS Columbia Research Enhanced Core ETF 1.3 15 30 5.9 +3.7
BUZZ VanEck Social Sentiment ETF 1.3 75 -30 0.9 -1.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 1.3 65 -20 0.6 -1.6
ACWI iShares MSCI ACWI ETF 1.3 32 13 5.2 +3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 31 4.9 +2.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 30 8.5 +6.4
RGEF Rockefeller Global Equity ETF 1.3 55 -10 4.6 +2.4
IWR iShares Russell Midcap ETF 1.3 19 26 5.5 +3.4
VFMF Vanguard U.S. Multifactor ETF 1.3 18 27 8.4 +6.3
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 -7 6.5 +4.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 10 35 6.7 +4.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.3 35 10 4.4 +2.2
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 25 4.6 +2.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 42 6.8 +4.7
WRND IQ Global Equity R&D Leaders ETF 1.3 18 27 7.6 +5.4
FMAT Fidelity MSCI Materials Index ETF 1.3 8 37 6.7 +4.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.3 35 10 10.3 +8.1
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 -4 5.7 +3.6
VAW Vanguard Materials ETF 1.3 10 35 6.7 +4.6
NXTG First Trust Indxx NextG ETF 1.3 70 -25 6.5 +4.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.3 15 30 5.7 +3.6
VT Vanguard Total World Stock ETF 1.3 7 38 5.5 +3.4
AVUS Avantis U.S. Equity ETF 1.3 15 30 5.7 +3.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 10 6.1 +4.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.3 42 3 6.1 +3.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.3 45 0 -4.4 -6.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 28 5.1 +2.9
GQQQ Astoria US Quality Growth Kings ETF 1.2 35 10 5.2 +3.0
ISCB iShares Morningstar Small-Cap ETF 1.2 4 41 5.2 +3.0
IGE iShares North American Natural Resources ETF 1.2 41 4 6.3 +4.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 15 30 5.9 +3.7
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -4 4.7 +2.6
RAYD Rayliant Quantitative Developed Market Equity ETF 1.2 80 -35 4.5 +2.4
FVAL Fidelity Value Factor ETF 1.2 15 30 6.9 +4.7
AVSC Avantis U.S Small Cap Equity ETF 1.2 25 20 4.9 +2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.2 15 30 5.1 +2.9
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 3 6.1 +3.9
JGRO JPMorgan Active Growth ETF 1.2 44 1 3.7 +1.5
HDUS Hartford Disciplined US Equity ETF 1.2 19 26 5.8 +3.7
VBR Vanguard Small Cap Value ETF 1.2 7 38 8.0 +5.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -25 2.8 +0.7
XMMO Invesco S&P MidCap Momentum ETF 1.2 34 11 5.8 +3.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 6 7.8 +5.6
GINN Goldman Sachs Innovate Equity ETF 1.1 52 -7 2.5 +0.3
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -45 9.8 +7.7
ABEQ Absolute Select Value ETF 1.1 85 -40 4.3 +2.2
KNCT Invesco Next Gen Connectivity ETF 1.1 40 5 4.6 +2.5
DFAS Dimensional U.S. Small Cap ETF 1.1 26 19 5.7 +3.5
QDF FlexShares Quality Dividend Index Fund 1.1 37 8 6.2 +4.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 41 5.8 +3.6
IWM iShares Russell 2000 ETF 1.1 19 26 2.9 +0.8
RSSL Global X Russell 2000 ETF 1.1 8 37 2.7 +0.6
VTWO Vanguard Russell 2000 ETF 1.1 10 35 3.0 +0.9
BFOR ALPS Barron's 400 ETF 1.1 65 -20 5.8 +3.7
VXF Vanguard Extended Market ETF 1.1 6 39 3.5 +1.4
WCEO Hypatia Women CEO ETF 1.1 85 -40 4.6 +2.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.1 65 -20 4.9 +2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 39 3.8 +1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.1 20 25 5.2 +3.0
VUG Vanguard Growth ETF 1.1 4 41 4.1 +1.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 -2 8.4 +6.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 0 4.7 +2.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.1 15 30 6.6 +4.4
DON WisdomTree U.S. MidCap Dividend Fund 1.0 38 7 8.2 +6.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 21 6.9 +4.8
IOO iShares Global 100 ETF 1.0 41 4 4.7 +2.6
MGRO VanEck Morningstar Wide Moat Growth ETF 1.0 49 -4 4.5 +2.3
RPV Invesco S&P 500 Pure Value ETF 1.0 35 10 11.9 +9.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.0 59 -14 8.5 +6.3
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 35 5.1 +2.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 6 5.4 +3.2
SMCP AlphaMark Actively Managed Small Cap ETF 1.0 90 -45 7.3 +5.2
FXZ First Trust Materials AlphaDEX Fund 1.0 61 -16 11.9 +9.8
FQAL Fidelity Quality Factor ETF 1.0 15 30 5.9 +3.8
BNE Blue Horizon BNE ETF 1.0 87 -42 4.9 +2.7
FBOT Fidelity Disruptive Automation ETF 1.0 50 -5 3.6 +1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 6 4.3 +2.1
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 41 6.0 +3.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.0 15 30 7.3 +5.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 5 6.9 +4.8
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -10 6.2 +4.0
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 41 4.2 +2.0
IVW iShares S&P 500 Growth ETF 1.0 18 27 4.0 +1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 41 4.1 +2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -50 0.7 -1.5
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 41 5.7 +3.6
CGGO Capital Group Global Growth Equity ETF 1.0 47 -2 4.5 +2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.0 24 21 7.8 +5.6
SCHA Schwab U.S. Small-Cap ETF 0.9 4 41 4.6 +2.4
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 17 4.7 +2.6
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.9 106 -61 3.4 +1.3
CHGX AXS Change Finance ESG ETF 0.9 49 -4 5.5 +3.3
IJH iShares Core S&P Mid-Cap ETF 0.9 5 40 6.4 +4.3
AVUV Avantis U.S. Small Cap Value ETF 0.9 25 20 8.7 +6.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 35 6.4 +4.3
FESM Fidelity Enhanced Small Cap ETF 0.9 28 17 1.5 -0.7
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 3 6.3 +4.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 30 6.8 +4.7
IYM iShares U.S. Basic Materials ETF 0.9 40 5 7.0 +4.8
LIVR Intelligent Livermore ETF 0.9 69 -24 4.9 +2.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 42 6.5 +4.3
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 21 6.2 +4.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -15 8.7 +6.6
VDE Vanguard Energy ETF 0.9 10 35 6.3 +4.1
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 30 6.4 +4.3
FENY Fidelity MSCI Energy Index ETF 0.9 8 37 6.3 +4.1
WLDR Affinity World Leaders Equity ETF 0.9 67 -22 7.6 +5.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 38 5.7 +3.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 39 7.8 +5.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 24 3.9 +1.7
DVY iShares Select Dividend ETF 0.8 38 7 8.4 +6.2
SFYF SoFi Social 50 ETF 0.8 29 16 -1.9 -4.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 15 4.6 +2.5
EZM WisdomTree U.S. MidCap Fund 0.8 38 7 8.4 +6.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -15 5.2 +3.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -15 7.0 +4.8
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -4 11.4 +9.3
FCPI Fidelity Stocks for Inflation ETF 0.8 15 30 7.8 +5.7
VOOG Vanguard S&P 500 Growth ETF 0.8 10 35 4.5 +2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 20 5.6 +3.4
FBCG Fidelity Blue Chip Growth ETF 0.8 59 -14 2.8 +0.7
PTL Inspire 500 ETF 0.8 9 36 5.7 +3.6
VFVA Vanguard U.S. Value Factor ETF 0.8 13 32 9.8 +7.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -15 1.5 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 26 6.3 +4.2
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -30 4.7 +2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 67 -22 8.7 +6.6
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 33 6.5 +4.3
MXI iShares Global Materials ETF 0.7 41 4 7.2 +5.0
SMMD iShares Russell 2500 ETF 0.7 15 30 5.6 +3.5
IYE iShares U.S. Energy ETF 0.7 40 5 6.2 +4.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -28 7.9 +5.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -15 3.0 +0.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.7 35 10 3.7 +1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 25 4.5 +2.4
KLMN Invesco MSCI North America Climate ETF 0.7 9 36 5.0 +2.9
STXM Strive Mid-Cap ETF 0.7 18 27 6.1 +3.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 16 7.2 +5.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 7 5.8 +3.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 33 4.7 +2.5
VIRS Pacer BioThreat Strategy ETF 0.7 70 -25 6.0 +3.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.7 36 9 9.3 +7.1
SVAL iShares US Small Cap Value Factor ETF 0.7 20 25 10.2 +8.1
ILCG iShares Morningstar Growth ETF 0.7 4 41 3.9 +1.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 27 4.6 +2.4
GLBL Pacer MSCI World Industry Advantage ETF 0.7 65 -20 4.6 +2.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 33 4.6 +2.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.6 52 -7 5.3 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 27 7.8 +5.6
MGK Vanguard Mega Cap Growth ETF 0.6 7 38 4.3 +2.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 35 4.3 +2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.6 15 30 5.0 +2.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 35 4.4 +2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 30 7.8 +5.7
EES WisdomTree U.S. SmallCap Fund 0.6 38 7 7.2 +5.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 30 5.9 +3.7
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 -3 4.6 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 30 7.1 +4.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 6 7.7 +5.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.6 13 32 9.8 +7.6
VTWV Vanguard Russell 2000 Value ETF 0.6 15 30 5.2 +3.0
IWN iShares Russell 2000 Value ETF 0.6 24 21 5.1 +3.0
DEW WisdomTree Global High Dividend Fund 0.6 58 -13 8.4 +6.2
PSC Principal U.S. Small-Cap ETF 0.6 38 7 5.5 +3.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 7 8.0 +5.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 25 6.8 +4.6
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 39 8.0 +5.8
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 16 7.7 +5.5
PRAY FIS Christian Stock Fund 0.5 69 -24 6.2 +4.0
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 30 7.1 +5.0
VUSE Vident U.S. Equity Strategy ETF 0.5 50 -5 4.5 +2.4
FTXN First Trust Nasdaq Oil & Gas ETF 0.5 60 -15 7.9 +5.7
IWY iShares Russell Top 200 Growth ETF 0.5 20 25 4.6 +2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.5 30 15 7.8 +5.7
KLMT Invesco MSCI Global Climate 500 ETF 0.5 10 35 5.3 +3.2
IWF iShares Russell 1000 Growth ETF 0.5 19 26 4.5 +2.3
XT iShares Exponential Technologies ETF 0.5 46 -1 4.8 +2.6
VONG Vanguard Russell 1000 Growth ETF 0.5 8 37 4.6 +2.4
DSI iShares MSCI KLD 400 Social ETF 0.5 25 20 5.1 +3.0
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 17 7.9 +5.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 25 -7.6 -9.8
DFSV Dimensional US Small Cap Value ETF 0.5 31 14 8.7 +6.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 30 7.5 +5.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.5 29 16 4.9 +2.8
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 30 6.2 +4.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -15 7.6 +5.5
TXS Texas Capital Texas Equity Index ETF 0.5 49 -4 4.8 +2.6
HLAL Wahed FTSE USA Shariah ETF 0.5 50 -5 4.8 +2.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.5 9 36 4.8 +2.6
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 30 6.6 +4.5
XVV iShares ESG Screened S&P 500 ETF 0.4 8 37 4.9 +2.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 33 7.5 +5.4
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 27 8.5 +6.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 30 4.7 +2.6
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 22 3.2 +1.0
NANR SPDR S&P North American Natural Resources ETF 0.4 35 10 7.7 +5.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 41 4.1 +2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.4 10 35 5.4 +3.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.4 15 30 8.6 +6.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 25 5.2 +3.1
IETC iShares U.S. Tech Independence Focused ETF 0.4 18 27 4.3 +2.2
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 25 9.5 +7.3
ETHO Etho Climate Leadership U.S. ETF 0.4 47 -2 3.5 +1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.4 7 38 4.9 +2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 37 4.9 +2.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.4 15 30 4.7 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -30 3.9 +1.8
NUDV Nuveen ESG Dividend ETF 0.3 26 19 7.5 +5.3
MVPS Amplify Thematic All-Stars ETF 0.3 49 -4 2.9 +0.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 6 9.8 +7.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 33 6.4 +4.2
FLDZ RiverNorth Patriot ETF 0.3 75 -30 5.5 +3.3
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -30 6.0 +3.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -25 10.1 +8.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 20 7.2 +5.0
QINT American Century Quality Diversified International ETF 0.3 39 6 7.5 +5.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.3 42 3 4.8 +2.6
BLES Inspire Global Hope ETF 0.3 61 -16 6.6 +4.4
JHDV John Hancock U.S. High Dividend ETF 0.3 34 11 6.8 +4.7
VOX Vanguard Communication Services ETF 0.3 10 35 4.3 +2.2
TTAC FCF US Quality ETF 0.2 59 -14 5.9 +3.7
FCOM Fidelity MSCI Communication Services Index ETF 0.2 8 37 4.4 +2.3
QGRO American Century U.S. Quality Growth ETF 0.2 29 16 3.6 +1.4
TMFC Motley Fool 100 Index ETF 0.2 50 -5 3.7 +1.6
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 0 3.8 +1.7
IWC iShares Micro-Cap ETF 0.2 60 -15 -4.7 -6.9
LRGF iShares U.S. Equity Factor ETF 0.2 8 37 5.6 +3.5
BULD Pacer BlueStar Engineering the Future ETF 0.1 60 -15 1.7 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 0.1 68 -23 3.7 +1.6
HKND Humankind US Stock ETF 0.1 11 34 7.5 +5.3
SUSA iShares MSCI USA ESG Select ETF 0.1 25 20 5.1 +2.9
NULV Nuveen ESG Large-Cap Value ETF 0.1 26 19 6.4 +4.3
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 32 6.4 +4.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.1 32 13 4.7 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 35 5.2 +3.1
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 35 5.2 +3.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 36 4.8 +2.7
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 35 5.1 +3.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0 47 -2 5.8 +3.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 3 5.2 +3.0
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 21 6.3 +4.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 15 7.8 +5.6
DFIC Dimensional International Core Equity 2 ETF 0.0 23 22 7.6 +5.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 27 7.1 +4.9

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:		 SPDR S&P Kensho Final Frontiers ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.8 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 45 bp
Equals: ALTAR Score 2.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.