Invesco S&P 500 Equal Weight Communication Services ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.2x P/Sales
ratio		 1.4x
P/BV
ratio		 1.8x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco S&P 500 Equal Weight Communication Services ETF tracks an equal-weighted index of US telecommunication and media & entertainment components of the S&P 500.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Nov 07, 2018
Assets (mns) $70
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 26
Wgt avg mkt cap (mns) $253,845
Large cap (>$10bn) 77.4%
Mid cap ($2-10bn) 18.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MATCH GROUP, INC. 4.9 %
ELECTRONIC ARTS INC 4.9 %
META PLATFORMS INC 4.8 %
LIVE NATION INC 4.6 %
T-MOBILE US, INC. 4.6 %
INTERPUBLIC GROUP OF COS INC 4.5 %
WARNER BROS. DISCOVERY, INC. SERIE 4.5 %
NEW YORK TIMES CO -CL A 4.4 %
FRONTIER COMMUNICATIONS PARENT, IN 4.4 %
OMNICOM GROUP 4.3 %
Total 45.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
9.4% 19.6% 8.6% -- 7.2%

Market Correlations
versus... Beta R-squared
S&P500 1.01 72%
MSCI EAFE 0.80 51%
MSCI Emg. Mkts. 0.57 28%

Technical Indicators
Recent close $39.01
30d moving avg. $37.76
Annualized volatility 18.1%
Short interest (ETF) 0.0%
Short interest (Underlying) 5.5%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.8%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $15,021

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the Invesco S&P 500 Equal Weight Communication Services ETF ETF based on the alternatives' overlap in portfolio holdings with RSPC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RSPC Expense: 40 bp ALTAR Score™: 5.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RSPC
Ticker Fund
Name		 Overlap1
vs RSPC
(%)		 Expense
ratio
(bp)		 Savings
vs RSPC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RSPC
(%)
XLC Communication Services Select Sector SPDR Fund 64.9 8 32 5.1 -0.4
FCOM Fidelity MSCI Communication Services Index ETF 49.5 8 32 4.5 -1.0
VOX Vanguard Communication Services ETF 44.8 9 31 4.6 -0.9
IXP iShares Global Comm Services ETF 35.4 42 -2 5.6 +0.1
IYZ iShares U.S. Telecommunications ETF 22.5 40 0 6.1 +0.6
BNGE First Trust S-Network Streaming and Gaming ETF 21.1 70 -30 2.6 -2.9
XPND First Trust Expanded Technology ETF 19.7 65 -25 3.9 -1.6
TOGA Tremblant Global ETF 18.1 69 -29 1.8 -3.7
QTOP iShares Nasdaq Top 30 Stocks ETF 16.7 20 20 4.0 -1.5
ACSI American Customer Satisfaction ETF 16.2 65 -25 4.7 -0.8
FPAG FPA Global Equity ETF 16.2 49 -9 5.8 +0.4
LCLG Logan Capital Broad Innovative Growth ETF 15.4 99 -59 3.9 -1.6
PNQI Invesco NASDAQ Internet ETF 15.3 60 -20 3.3 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.3 80 -40 6.7 +1.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 15.0 15 25 6.5 +1.0
DEMZ Democratic Large Cap Core ETF 15.0 45 -5 4.4 -1.1
BWEB Bitwise Web3 ETF 15.0 85 -45 -0.1 -5.6
QQQ Invesco QQQ Trust Series I 14.8 20 20 4.0 -1.5
LOGO Alpha Brands Consumption Leaders ETF 14.8 69 -29 3.1 -2.4
QQQM Invesco NASDAQ 100 ETF 14.8 15 25 4.0 -1.5
FDCF Fidelity Disruptive Communications ETF 14.7 50 -10 2.8 -2.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 14.7 49 -9 3.7 -1.8
VERS ProShares Metaverse ETF 14.4 58 -18 -1.1 -6.6
XTL SPDR S&P Telecom ETF 14.3 35 5 2.2 -3.3
LST Leuthold Select Industries ETF 14.2 91 -51 5.2 -0.3
GGME Invesco Next Gen Media and Gaming ETF 14.2 60 -20 4.1 -1.4
CGGR Capital Group Growth ETF 14.0 39 1 3.1 -2.4
FDN First Trust Dow Jones Internet Index Fund 13.9 52 -12 3.1 -2.4
FDND FT Vest Dow Jones Internet & Target Income ETF 13.9 75 -35 3.0 -2.5
INRO iShares U.S. Industry Rotation Active ETF 13.9 42 -2 4.3 -1.2
XDAT Franklin Exponential Data ETF 13.8 50 -10 2.2 -3.3
IVRS iShares Future Metaverse Tech and Communications ETF 13.6 47 -7 2.5 -3.0
SFYF SoFi Social 50 ETF 13.6 29 11 0.4 -5.1
IGM iShares Expanded Tech Sector ETF 13.5 41 -1 3.8 -1.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 13.4 30 10 4.4 -1.1
MILN Global X Millennial Consumer ETF 13.4 50 -10 3.6 -1.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.4 15 25 5.8 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 13.3 15 25 9.0 +3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.2 60 -20 4.5 -1.0
ITAN Sparkline Intangible Value ETF 13.2 50 -10 6.7 +1.2
SPXT ProShares S&P 500 Ex-Technology ETF 13.2 9 31 5.6 +0.1
DFVX Dimensional US Large Cap Vector ETF 13.2 22 18 6.2 +0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 13.1 8 32 5.0 -0.5
ONEQ Fidelity Nasdaq Composite Index ETF 13.1 21 19 3.7 -1.8
XLG Invesco S&P 500 Top 50 ETF 13.0 20 20 4.1 -1.4
OEF iShares S&P 100 ETF 12.7 20 20 4.5 -1.0
PEJ Invesco Leisure and Entertainment ETF 12.7 58 -18 3.6 -1.9
GLBL Pacer MSCI World Industry Advantage ETF 12.5 65 -25 4.2 -1.3
OGIG ALPS O'Shares Global Internet Giants ETF 12.4 48 -8 1.6 -3.9
CRTC Xtrackers US National Critical Technologies ETF 12.4 35 5 4.8 -0.7
MTUM iShares MSCI USA Momentum Factor ETF 12.3 15 25 3.5 -2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.3 7 33 5.1 -0.4
XLSR SPDR SSGA U.S. Sector Rotation ETF 12.3 70 -30 4.9 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.2 50 -10 4.2 -1.3
ARVR First Trust Indxx Metaverse ETF 12.2 70 -30 4.0 -1.5
OND ProShares On-Demand ETF 12.2 58 -18 0.7 -4.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.2 19 21 6.3 +0.9
SCHG Schwab U.S. Large-Cap Growth ETF 12.2 4 36 4.0 -1.5
GSPY Gotham Enhanced 500 ETF 12.1 50 -10 5.3 -0.2
QQMG Invesco ESG NASDAQ 100 ETF 12.1 20 20 4.1 -1.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 12.1 56 -16 3.0 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 11.9 49 -9 4.8 -0.7
CAML Congress Large Cap Growth ETF 11.9 66 -26 3.4 -2.1
IVW iShares S&P 500 Growth ETF 11.9 18 22 3.9 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 11.9 4 36 4.1 -1.4
TOPT iShares Top 20 U.S. Stocks ETF 11.8 20 20 3.9 -1.6
VOOG Vanguard S&P 500 Growth ETF 11.8 7 33 4.0 -1.5
IUSG iShares Core S&P U.S. Growth ETF 11.8 4 36 4.1 -1.4
VUG Vanguard Growth ETF 11.7 4 36 4.0 -1.5
MGK Vanguard Mega Cap Growth ETF 11.7 7 33 4.0 -1.5
IWY iShares Russell Top 200 Growth ETF 11.6 20 20 4.5 -1.0
COWS Amplify Cash Flow Dividend Leaders ETF 11.6 0 40 11.9 +6.4
HAPI Harbor Human Capital Factor US Large Cap ETF 11.6 36 4 4.8 -0.7
AIEQ AI Powered Equity ETF 11.6 75 -35 3.7 -1.8
FDTX Fidelity Disruptive Technology ETF 11.5 50 -10 2.7 -2.8
VNSE Natixis Vaughan Nelson Select ETF 11.5 80 -40 4.6 -0.9
GK AdvisorShares Gerber Kawasaki ETF 11.5 75 -35 2.4 -3.1
FELG Fidelity Enhanced Large Cap Growth ETF 11.4 18 22 4.6 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 11.4 9 31 4.9 -0.6
AVLV Avantis U.S. Large Cap Value ETF 11.4 15 25 7.8 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.4 29 11 4.4 -1.1
MGC Vanguard Mega Cap ETF 11.3 7 33 4.6 -0.9
FMET Fidelity Metaverse ETF 11.2 39 1 4.7 -0.8
GGRW Gabelli Growth Innovators ETF 11.2 90 -50 2.3 -3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 11.2 79 -39 4.5 -1.0
IYC iShares U.S. Consumer Discretionary ETF 11.1 40 0 3.7 -1.8
USMC Principal U.S. Mega-Cap ETF 11.1 12 28 4.4 -1.1
PRXG Praxis Impact Large Cap Growth ETF 11.0 36 4 3.6 -1.9
METV Roundhill Ball Metaverse ETF 11.0 59 -19 7.7 +2.2
AVUQ Avantis U.S. Quality ETF 11.0 15 25 4.3 -1.2
IWL iShares Russell Top 200 ETF 11.0 15 25 4.6 -0.9
HLAL Wahed FTSE USA Shariah ETF 11.0 50 -10 4.7 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 10.9 18 22 5.2 -0.3
IUS Invesco RAFI Strategic US ETF 10.8 19 21 7.0 +1.5
XVV iShares ESG Screened S&P 500 ETF 10.8 8 32 4.8 -0.7
KNCT Invesco Next Gen Connectivity ETF 10.8 40 0 4.8 -0.7
AUSF Global X Adaptive U.S. Factor ETF 10.8 27 13 8.8 +3.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 10.8 12 28 4.5 -1.0
STXG Strive 1000 Growth ETF 10.8 18 22 3.8 -1.7
VONG Vanguard Russell 1000 Growth ETF 10.8 7 33 4.4 -1.1
IWF iShares Russell 1000 Growth ETF 10.8 19 21 4.3 -1.2
GQQQ Astoria US Quality Growth Kings ETF 10.8 35 5 4.6 -0.9
ESGV Vanguard ESG U.S. Stock ETF 10.8 9 31 4.7 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 10.8 9 31 4.6 -0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.7 40 0 3.7 -1.8
FDG American Century Focused Dynamic Growth ETF 10.6 45 -5 2.0 -3.5
TMFC Motley Fool 100 Index ETF 10.6 50 -10 3.5 -2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.6 10 30 5.1 -0.4
UDI USCF Dividend Income Fund 10.6 65 -25 8.2 +2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.6 47 -7 5.8 +0.3
QUAL iShares MSCI USA Quality Factor ETF 10.5 15 25 5.4 -0.1
AGRW Allspring LT Large Growth ETF 10.3 35 5 3.5 -2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 10.3 12 28 4.5 -1.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.3 25 15 5.3 -0.1
QLC FlexShares US Quality Large Cap Index Fund 10.3 25 15 5.4 -0.1
BUYZ Franklin Disruptive Commerce ETF 10.3 50 -10 2.2 -3.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 10.2 49 -9 4.4 -1.1
SPMO Invesco S&P 500 Momentum ETF 10.2 13 27 3.5 -2.0
NANC Unusual Whales Subversive Democratic Trading ETF 10.2 75 -35 3.7 -1.8
LRGE ClearBridge Large Cap Growth ESG ETF 10.2 59 -19 3.9 -1.6
LRGC AB US Large Cap Strategic Equities ETF 10.2 48 -8 4.4 -1.1
EPS WisdomTree U.S. LargeCap Fund 10.2 8 32 5.7 +0.2
THRO iShares U.S. Thematic Rotation Active ETF 10.2 90 -50 4.0 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 10.2 39 1 3.4 -2.1
FLQL Franklin LibertyQ U.S. Equity ETF 10.2 15 25 5.3 -0.2
SOCL Global X Social Media ETF 10.2 65 -25 8.8 +3.3
SFY SoFi Select 500 ETF 10.2 0 40 4.4 -1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.2 15 25 4.1 -1.4
QUS SPDR MSCI USA StrategicFactors ETF 10.2 15 25 5.7 +0.2
LYLD Cambria Large Cap Shareholder Yield ETF 10.1 59 -19 9.5 +4.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.1 20 20 4.7 -0.8
JGRO JPMorgan Active Growth ETF 10.1 44 -4 3.4 -2.1
YLDE ClearBridge Dividend Strategy ESG ETF 10.1 60 -20 5.7 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.0 20 20 5.0 -0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.0 35 5 4.2 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 10.0 38 2 4.5 -1.0
SDOG ALPS Sector Dividend Dogs ETF 9.9 36 4 9.5 +4.0
IVV iShares Core S&P 500 ETF 9.9 3 37 4.9 -0.6
SPLG SPDR Portfolio S&P 500 ETF 9.9 2 38 4.9 -0.6
SPY SPDR S&P 500 ETF Trust 9.9 9 31 4.9 -0.6
VOO Vanguard S&P 500 ETF 9.9 3 37 5.0 -0.5
IWX iShares Russell Top 200 Value ETF 9.9 20 20 6.3 +0.8
QGRW WisdomTree U.S. Quality Growth Fund 9.9 28 12 4.1 -1.4
CATH Global X S&P 500 Catholic Values Custom ETF 9.9 29 11 4.6 -0.9
AVSU Avantis Responsible U.S. Equity ETF 9.9 15 25 6.0 +0.5
SPXE ProShares S&P 500 Ex-Energy ETF 9.9 9 31 4.8 -0.7
CGUS Capital Group Core Equity ETF 9.8 33 7 4.3 -1.2
FBCG Fidelity Blue Chip Growth ETF 9.8 59 -19 2.8 -2.7
VV Vanguard Large-Cap ETF 9.8 4 36 4.8 -0.7
PBUS Invesco MSCI USA ETF 9.8 4 36 4.8 -0.7
MAVF Matrix Advisors Value ETF 9.8 75 -35 5.7 +0.2
STRV Strive 500 ETF 9.8 5 35 4.8 -0.7
SNPG Xtrackers S&P 500 Growth ESG ETF 9.8 15 25 4.5 -1.0
ILCB iShares Morningstar U.S. Equity ETF 9.7 3 37 4.8 -0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.7 7 33 4.8 -0.7
LCF Touchstone US Large Cap Focused ETF 9.7 69 -29 4.2 -1.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 9.6 49 -9 3.7 -1.8
ROE Astoria US Quality Kings ETF 9.6 49 -9 6.5 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 9.6 0 40 4.9 -0.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.6 58 -18 4.2 -1.3
MODL VictoryShares WestEnd U.S. Sector ETF 9.6 42 -2 4.6 -0.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.6 30 10 8.9 +3.5
FNDX Schwab Fundamental US Large Co. Index ETF 9.5 25 15 7.3 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 9.5 75 -35 2.9 -2.6
VOTE TCW Transform 500 ETF 9.5 5 35 4.8 -0.7
DFSU Dimensional US Sustainability Core 1 ETF 9.5 18 22 5.3 -0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.5 50 -10 8.2 +2.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.4 15 25 7.5 +2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.4 2 38 4.9 -0.6
APUE ActivePassive U.S. Equity ETF 9.4 45 -5 4.6 -0.9
VSLU Applied Finance Valuation Large Cap ETF 9.3 49 -9 5.5 +0.0
KLMN Invesco MSCI North America Climate ETF 9.3 9 31 5.0 -0.5
FFOG Franklin Focused Growth ETF 9.3 61 -21 2.3 -3.2
QVML Invesco S&P 500 QVM Multi-factor ETF 9.3 11 29 5.1 -0.4
AIQ Global X Artificial Intelligence & Technology ETF 9.3 68 -28 3.8 -1.7
SCHX Schwab U.S. Large-Cap ETF 9.3 3 37 4.9 -0.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 9.2 75 -35 4.6 -0.9
HDUS Hartford Disciplined US Equity ETF 9.2 19 21 5.7 +0.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.2 3 37 5.1 -0.4
VONE Vanguard Russell 1000 ETF 9.2 7 33 4.9 -0.6
IWB iShares Russell 1000 ETF 9.2 15 25 4.8 -0.7
DFUS Dimensional U.S. Equity ETF 9.2 9 31 4.8 -0.7
AVUS Avantis U.S. Equity ETF 9.2 15 25 5.7 +0.2
IYY iShares Dow Jones U.S. ETF 9.1 20 20 4.8 -0.7
RFFC ALPS Active Equity Opportunity ETF 9.1 48 -8 4.4 -1.1
SHE SPDR MSCI USA Gender Diversity ETF 9.1 20 20 5.0 -0.5
SCHK Schwab 1000 Index ETF 9.1 5 35 5.0 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 9.1 12 28 7.5 +2.0
DANA Dana Unconstrained Equity ETF 9.1 50 -10 2.9 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 9.1 13 27 5.7 +0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.0 14 26 4.8 -0.7
DFAU Dimensional US Core Equity Market ETF 9.0 12 28 5.0 -0.5
XNTK SPDR NYSE Technology ETF 9.0 35 5 3.6 -1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.0 11 29 4.9 -0.6
IWFG IQ Winslow Focused Large Cap Growth ETF 9.0 65 -25 2.9 -2.6
DIVY Sound Equity Dividend Income ETF 9.0 45 -5 9.6 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 9.0 39 1 6.8 +1.3
SPDV AAM S&P 500 High Dividend Value ETF 8.9 29 11 10.6 +5.1
IGPT Invesco AI and Next Gen Software ETF 8.9 60 -20 4.2 -1.3
FNDB Schwab Fundamental US Broad Market Index ETF 8.9 25 15 7.3 +1.8
ESPO VanEck Video Gaming and eSports ETF 8.9 56 -16 3.9 -1.6
HERO Global X Video Games & Esports ETF 8.9 50 -10 3.8 -1.7
RECS Columbia Research Enhanced Core ETF 8.9 15 25 5.6 +0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 8.9 18 22 4.6 -0.9
LGRO Level Four Large Cap Growth Active ETF 8.9 55 -15 3.7 -1.8
IYW iShares U.S. Technology ETF 8.8 40 0 3.8 -1.7
NERD Roundhill Video Games ETF 8.8 50 -10 3.0 -2.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.8 48 -8 6.0 +0.5
COWZ Pacer US Cash Cows 100 ETF 8.8 49 -9 9.5 +4.0
IWV iShares Russell 3000 ETF 8.8 20 20 4.7 -0.8
VTI Vanguard Total Stock Market ETF 8.8 3 37 4.9 -0.6
VTHR Vanguard Russell 3000 ETF 8.8 7 33 4.9 -0.6
VLUE iShares MSCI USA Value Factor ETF 8.8 15 25 9.7 +4.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.8 3 37 4.9 -0.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.7 60 -20 4.0 -1.5
SCHB Schwab U.S. Broad Market ETF 8.7 3 37 5.0 -0.5
EBI Longview Advantage ETF 8.7 35 5 6.5 +1.0
BEEX BeeHive ETF 8.7 84 -44 4.3 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.7 75 -35 4.0 -1.5
PWV Invesco Large Cap Value ETF 8.7 55 -15 7.1 +1.6
EQWL Invesco S&P 100 Equal Weight ETF 8.6 25 15 6.2 +0.7
WTV WisdomTree US Value Fund of Benef Interest 8.6 12 28 8.9 +3.4
USMF WisdomTree U.S. Multifactor Fund 8.6 28 12 7.0 +1.5
OALC OneAscent Large Cap Core ETF 8.6 86 -46 4.1 -1.4
DIVZ TrueShares Low Volatility Equity Income ETF 8.5 65 -25 6.6 +1.1
RVRB Reverb ETF 8.5 30 10 4.5 -1.0
BGRO iShares Large Cap Growth Active ETF 8.5 55 -15 3.0 -2.5
WUGI AXS Esoterica NextG Economy ETF 8.5 75 -35 2.3 -3.2
LRND IQ U.S. Large Cap R&D Leaders ETF 8.5 14 26 5.4 -0.1
ILCV iShares Morningstar Value ETF 8.4 4 36 6.5 +1.0
DFAC Dimensional U.S. Core Equity 2 ETF 8.4 17 23 5.5 0.0
DCOR Dimensional US Core Equity 1 ETF 8.4 14 26 5.4 -0.1
USRD Themes US R&D Champions ETF 8.3 29 11 4.5 -1.0
VEGN US Vegan Climate ETF 8.3 60 -20 4.5 -1.0
FDLO Fidelity Low Volatility Factor ETF 8.3 15 25 5.4 -0.1
QGRO American Century U.S. Quality Growth ETF 8.3 29 11 3.5 -2.0
FLRG Fidelity U.S. Multifactor ETF 8.3 15 25 6.9 +1.4
BLCR iShares Large Cap Core Active ETF 8.2 36 4 3.6 -1.9
EQIN Columbia US Equity Income ETF 8.2 35 5 6.9 +1.4
FVAL Fidelity Value Factor ETF 8.2 15 25 6.9 +1.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 8.2 56 -16 6.1 +0.6
SGLC SGI U.S. Large Cap Core ETF 8.2 85 -45 4.0 -1.5
AFLG First Trust Active Factor Large Cap ETF 8.2 55 -15 6.3 +0.8
QLV FlexShares US Quality Low Volatility Index Fund 8.2 22 18 5.6 +0.1
ADME Aptus Drawdown Managed Equity ETF 8.1 79 -39 4.1 -1.4
FDMO Fidelity Momentum Factor ETF 8.1 15 25 3.7 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 8.1 13 27 10.4 +4.9
FDRR Fidelity Dividend ETF for Rising Rates 8.0 15 25 7.0 +1.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.0 10 30 4.3 -1.2
FQAL Fidelity Quality Factor ETF 7.9 15 25 5.6 +0.1
MBCC Monarch Blue Chips Core ETF 7.9 125 -85 4.1 -1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.9 75 -35 5.3 -0.2
ILCG iShares Morningstar Growth ETF 7.9 4 36 3.6 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 7.8 75 -35 5.2 -0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 7.8 45 -5 10.5 +5.0
VUSE Vident U.S. Equity Strategy ETF 7.8 50 -10 4.5 -1.0
QVAL Alpha Architect US Quantitative Value ETF 7.8 39 1 9.8 +4.3
DSPY Tema S&P 500 Historical Weight ETF 7.8 18 22 5.2 -0.3
BLCV iShares Large Cap Value Active ETF 7.8 53 -13 7.3 +1.8
FSST Fidelity Sustainable U.S. Equity ETF 7.8 59 -19 4.3 -1.2
WFH Direxion Work From Home ETF 7.8 45 -5 4.0 -1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.8 10 30 4.3 -1.2
KRMA Global X Conscious Companies ETF 7.8 43 -3 5.8 +0.3
VALQ American Century U.S. Quality Value ETF 7.7 29 11 7.6 +2.1
QWLD SPDR MSCI World StrategicFactors ETF 7.7 30 10 6.0 +0.5
FEGE First Eagle Global Equity ETF 7.7 79 -39 7.1 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.7 60 -20 3.9 -1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.7 9 31 5.2 -0.3
GRNY Fundstrat Granny Shots US Large Cap ETF 7.7 75 -35 2.6 -2.9
JVAL JPMorgan U.S. Value Factor ETF 7.7 12 28 8.2 +2.7
NUMG Nuveen ESG Mid-Cap Growth ETF 7.7 31 9 2.6 -2.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.6 15 25 4.6 -0.9
EVUS iShares ESG Aware MSCI USA Value ETF 7.6 18 22 6.5 +1.0
GQI Natixis Gateway Quality Income ETF 7.6 34 6 5.0 -0.5
RWL Invesco S&P 500 Revenue ETF 7.6 39 1 6.9 +1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 7.6 37 3 6.0 +0.5
SPMV Invesco S&P 500 Minimum Variance ETF 7.6 10 30 5.3 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 7.5 75 -35 5.4 -0.1
HGRO Hedgeye Quality Growth ETF 7.5 70 -30 3.4 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.5 10 30 4.9 -0.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 7.5 85 -45 8.5 +3.0
SXQG ETC 6 Meridian Quality Growth ETF 7.5 100 -60 4.5 -1.0
DARP Grizzle Growth ETF 7.5 75 -35 2.9 -2.6
ABOT Abacus FCF Innovation Leaders ETF 7.5 69 -29 4.7 -0.8
TOK iShares MSCI Kokusai ETF 7.4 26 14 5.0 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 11 7.1 +1.6
IWD iShares Russell 1000 Value ETF 7.4 19 21 6.4 +1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 7.4 60 -20 7.9 +2.4
YOKE Yoke Core ETF 7.3 42 -2 4.3 -1.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 7.3 49 -9 5.8 +0.3
ROUS Hartford Multifactor US Equity ETF 7.3 19 21 7.1 +1.6
JHML John Hancock Multifactor Large Cap ETF 7.3 29 11 5.3 -0.2
DVND Touchstone Dividend Select ETF 7.3 67 -27 5.6 +0.1
ISHP First Trust Nasdaq Retail ETF 7.3 60 -20 5.4 -0.1
WRND IQ Global Equity R&D Leaders ETF 7.3 18 22 8.3 +2.8
ESGU iShares ESG Aware MSCI USA ETF 7.3 15 25 4.7 -0.8
RGEF Rockefeller Global Equity ETF 7.3 55 -15 4.8 -0.7
NULG Nuveen ESG Large-Cap Growth ETF 7.3 26 14 3.3 -2.2
QLTY GMO U.S. Quality ETF 7.2 50 -10 4.8 -0.7
FFND Future Fund Active ETF 7.2 100 -60 4.3 -1.2
CGDV Capital Group Dividend Value ETF 7.2 33 7 4.6 -0.9
ANEW ProShares MSCI Transformational Changes ETF 7.2 45 -5 6.1 +0.6
SNPE Xtrackers S&P 500 ESG ETF 7.1 10 30 5.1 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 7.1 9 31 5.2 -0.3
ARB AltShares Merger Arbitrage ETF 7.1 77 -37 4.2 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.1 25 15 5.7 +0.2
SEMG Suncoast Select Growth ETF 7.1 60 -20 4.2 -1.3
VONV Vanguard Russell 1000 Value ETF 7.1 7 33 6.6 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 7.1 10 30 4.9 -0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 7.1 25 15 11.3 +5.8
URTH iShares MSCI World ETF 7.0 24 16 5.1 -0.4
LRGF iShares U.S. Equity Factor ETF 7.0 8 32 5.4 -0.1
WLDR Affinity World Leaders Equity ETF 7.0 67 -27 7.6 +2.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 7.0 50 -10 5.5 +0.0
YALL God Bless America ETF 7.0 65 -25 3.6 -1.9
HLGE Hartford Longevity Economy ETF 7.0 44 -4 -0.4 -5.9
LOWV AB US Low Volatility Equity ETF 7.0 48 -8 5.1 -0.4
RPG Invesco S&P 500 Pure Growth ETF 7.0 35 5 3.2 -2.3
DUSA Davis Select U.S. Equity ETF 7.0 61 -21 7.4 +2.0
DWLD Davis Select Worldwide ETF 7.0 63 -23 7.3 +1.8
BELT iShares Long-Term U.S. Equity Active ETF 7.0 75 -35 2.9 -2.6
RDVY First Trust Rising Dividend Achievers ETF 6.9 50 -10 6.8 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 6.9 58 -18 7.4 +1.9
DXUV Dimensional US Vector Equity ETF 6.9 28 12 6.2 +0.7
SUSA iShares MSCI USA ESG Select ETF 6.9 25 15 4.7 -0.8
NULC Nuveen ESG Large-Cap ETF 6.8 21 19 4.7 -0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.8 29 11 6.4 +0.9
SSPY Syntax Stratified LargeCap ETF 6.8 30 10 6.7 +1.2
JPEF JPMorgan Equity Focus ETF 6.8 50 -10 4.3 -1.2
CHGX AXS Change Finance ESG ETF 6.7 49 -9 4.8 -0.7
PWB Invesco Large Cap Growth ETF 6.7 56 -16 3.1 -2.4
CALF Pacer US Small Cap Cash Cows 100 ETF 6.7 59 -19 10.9 +5.4
RND First Trust Bloomberg R&D Leaders ETF 6.7 60 -20 3.6 -1.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.7 65 -25 6.4 +0.9
DFLV Dimensional US Large Cap Value ETF 6.6 22 18 7.8 +2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.6 9 31 4.9 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 6.6 50 -10 7.2 +1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.6 20 20 5.6 +0.1
TIME Clockwise Core Equity & Innovation ETF 6.6 95 -55 2.5 -3.0
DGRW WisdomTree US Quality Dividend Growth Fund 6.6 28 12 5.4 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.5 12 28 5.2 -0.3
DSI iShares MSCI KLD 400 Social ETF 6.5 25 15 4.8 -0.7
ULVM VictoryShares US Value Momentum ETF 6.4 20 20 7.3 +1.8
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 30 5.7 +0.2
WBIY WBI Power Factor High Dividend ETF 6.4 100 -60 14.9 +9.4
JGLO JPMorgan Global Select Equity ETF 6.4 33 7 4.9 -0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 6.4 28 12 5.9 +0.5
HKND Humankind US Stock ETF 6.4 11 29 7.2 +1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 6.4 18 22 3.9 -1.6
ACWI iShares MSCI ACWI ETF 6.3 32 8 5.6 +0.1
DFUV Dimensional US Marketwide Value ETF 6.3 22 18 7.6 +2.1
BUZZ VanEck Social Sentiment ETF 6.3 75 -35 -0.4 -5.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.3 32 8 4.9 -0.6
JMOM JPMorgan U.S. Momentum Factor ETF 6.3 12 28 4.5 -1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 6.2 60 -20 9.5 +4.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.2 39 1 3.6 -1.9
EMOT First Trust S&P 500 Economic Moat ETF 6.2 60 -20 7.8 +2.3
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 1 7.7 +2.2
EDOW First Trust Dow 30 Equal Weight ETF 6.2 50 -10 5.4 -0.1
ABIG Argent Large Cap ETF 6.1 49 -9 5.0 -0.5
QDF FlexShares Quality Dividend Index Fund 6.1 37 3 6.1 +0.7
PSET Principal Quality ETF 6.1 15 25 5.2 -0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 6.1 45 -5 3.3 -2.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.0 39 1 11.9 +6.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.0 7 33 7.4 +1.9
AESR Anfield U.S. Equity Sector Rotation ETF 6.0 108 -68 3.1 -2.4
CHAT Roundhill Generative AI & Technology ETF 5.9 75 -35 9.3 +3.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.9 15 25 4.9 -0.6
IETC iShares U.S. Tech Independence Focused ETF 5.9 18 22 3.7 -1.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 5.9 61 -21 7.3 +1.8
DTD WisdomTree U.S. Total Dividend Fund 5.8 28 12 6.3 +0.8
BKWO BNY Mellon Women's Opportunities ETF 5.8 50 -10 3.6 -1.9
AOTG AOT Growth and Innovation ETF 5.8 75 -35 1.7 -3.8
GINN Goldman Sachs Innovate Equity ETF 5.8 52 -12 3.7 -1.8
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.0 +2.5
KONG Formidable Fortress ETF 5.7 89 -49 5.9 +0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.7 45 -5 2.8 -2.7
ESGG FlexShares STOXX Global ESG Select Index Fund 5.6 42 -2 5.4 -0.1
VT Vanguard Total World Stock ETF 5.6 6 34 5.9 +0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.6 25 15 5.9 +0.4
GCOW Pacer Global Cash Cows Dividend ETF 5.6 60 -20 10.9 +5.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.6 9 31 5.7 +0.2
RPV Invesco S&P 500 Pure Value ETF 5.5 35 5 10.6 +5.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.5 35 5 7.7 +2.2
INCE Franklin Income Equity Focus ETF 5.5 29 11 5.6 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.5 38 2 7.7 +2.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.5 65 -25 3.6 -1.9
ARTY iShares Future AI & Tech ETF 5.5 47 -7 3.6 -1.9
CZAR Themes Natural Monopoly ETF 5.4 35 5 5.7 +0.2
USMV iShares MSCI USA Min Vol Factor ETF 5.4 15 25 5.8 +0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.1 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 5.3 52 -12 7.7 +2.2
DVY iShares Select Dividend ETF 5.3 38 2 9.1 +3.6
WISE Themes Generative Artificial Intelligence ETF 5.3 35 5 0.4 -5.1
JQUA JPMorgan U.S. Quality Factor ETF 5.2 12 28 5.8 +0.3
DSTL Distillate US Fundamental Stability & Value ETF 5.2 39 1 8.3 +2.8
MOTE VanEck Morningstar ESG Moat ETF 5.2 49 -9 5.9 +0.4
NULV Nuveen ESG Large-Cap Value ETF 5.2 26 14 6.3 +0.8
RAYD Rayliant Quantitative Developed Market Equity ETF 5.1 80 -40 4.4 -1.1
MOAT VanEck Morningstar Wide Moat ETF 5.1 46 -6 5.6 +0.2
ARKW ARK Next Generation Internet ETF 5.1 87 -47 -0.3 -5.8
ZECP Zacks Earnings Consistent Portfolio ETF 5.1 55 -15 4.8 -0.7
FDWM Fidelity Women's Leadership ETF 5.1 59 -19 4.8 -0.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.1 57 -17 3.8 -1.7
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -45 2.1 -3.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 22 5.8 +0.3
OPTZ Optimize Strategy Index ETF 5.0 50 -10 4.6 -0.9
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 25 6.7 +1.3
BGDV Bahl & Gaynor Dividend ETF 5.0 45 -5 4.7 -0.8
GLOF iShares Global Equity Factor ETF 5.0 20 20 6.5 +1.0
JHDV John Hancock U.S. High Dividend ETF 4.9 34 6 6.5 +1.0
IOO iShares Global 100 ETF 4.9 41 -1 4.8 -0.7
QDIV Global X S&P 500 Quality Dividend ETF 4.8 20 20 8.7 +3.2
LVOL American Century Low Volatility ETF 4.8 29 11 4.8 -0.7
STXV Strive 1000 Value ETF 4.7 18 22 8.1 +2.6
GOP Unusual Whales Subversive Republican Trading ETF 4.7 50 -10 5.6 +0.1
JGRW Jensen Quality Growth ETF 4.7 57 -17 4.5 -1.0
PRXV Praxis Impact Large Cap Value ETF 4.7 36 4 6.5 +1.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 4.6 5 35 8.0 +2.5
DGT SPDR Global Dow ETF 4.6 50 -10 7.1 +1.6
DIV Global X SuperDividend US ETF 4.6 45 -5 11.8 +6.3
QUVU Hartford Quality Value ETF 4.6 46 -6 7.3 +1.8
FOVL iShares Focused Value Factor ETF 4.6 25 15 10.7 +5.2
MGRO VanEck Morningstar Wide Moat Growth ETF 4.6 49 -9 4.4 -1.1
FBCV Fidelity Blue Chip Value ETF 4.5 59 -19 7.4 +1.9
RVER Trenchless Fund ETF 4.5 65 -25 4.5 -1.0
SYLD Cambria Shareholder Yield ETF 4.5 59 -19 11.7 +6.2
REVS Columbia Research Enhanced Value ETF 4.5 19 21 7.6 +2.1
FELV Fidelity Enhanced Large Cap Value ETF 4.5 18 22 6.8 +1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.4 19 21 5.3 -0.2
CGGO Capital Group Global Growth Equity ETF 4.4 47 -7 4.7 -0.8
MVAL VanEck Morningstar Wide Moat Value ETF 4.4 49 -9 6.4 +0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.3 12 28 6.6 +1.1
JEPI JPMorgan Equity Premium Income ETF 4.3 35 5 5.6 +0.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.3 40 0 5.4 -0.1
ACVF American Conservative Values ETF 4.3 75 -35 4.3 -1.2
TMAT Main Thematic Innovation ETF 4.3 164 -124 -1.4 -6.9
LIVR Intelligent Livermore ETF 4.3 69 -29 5.4 -0.1
SWP SWP Growth & Income ETF 4.3 99 -59 4.1 -1.4
SCHD Schwab US Dividend Equity ETF 4.3 6 34 9.7 +4.2
DURA VanEck Durable High Dividend ETF 4.2 29 11 8.5 +3.0
TBG TBG Dividend Focus ETF 4.2 59 -19 7.9 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 4.2 65 -25 2.7 -2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 4.2 35 5 5.1 -0.4
DUHP Dimensional US High Profitability ETF 4.2 21 19 6.3 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.2 20 20 6.5 +1.0
MGV Vanguard Mega Cap Value ETF 4.2 7 33 6.7 +1.2
BDIV AAM Brentview Dividend Growth ETF 4.2 49 -9 4.6 -0.9
JAVA JPMorgan Active Value ETF 4.1 44 -4 6.5 +1.0
GURU Global X Guru Index ETF 4.1 75 -35 3.1 -2.4
SRHQ SRH U.S. Quality ETF 4.1 35 5 7.6 +2.1
FTC First Trust Large Cap Growth AlphaDEX Fund 4.1 59 -19 2.7 -2.8
RSP Invesco S&P 500 Equal Weight ETF 4.1 20 20 6.6 +1.1
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 27 3.0 -2.5
PEXL Pacer US Export Leaders ETF 4.0 60 -20 4.6 -0.9
ICAP InfraCap Equity Income Fund ETF 4.0 171 -131 6.3 +0.8
SMRI Bushido Capital US Equity ETF 4.0 71 -31 9.8 +4.3
FCPI Fidelity Stocks for Inflation ETF 4.0 15 25 7.5 +2.0
DIVB iShares Core Dividend ETF 4.0 5 35 8.1 +2.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.0 20 20 4.4 -1.1
ODDS Pacer BlueStar Digital Entertainment ETF 4.0 60 -20 2.2 -3.3
SAMM Strategas Macro Momentum ETF 4.0 66 -26 2.3 -3.2
VFVA Vanguard U.S. Value Factor ETF 4.0 13 27 11.0 +5.5
TMFX Motley Fool Next Index ETF 3.9 50 -10 2.6 -2.9
SAGP Strategas Global Policy Opportunities ETF 3.9 65 -25 5.4 -0.1
NUDV Nuveen ESG Dividend ETF 3.9 26 14 7.6 +2.1
XITK SPDR FactSet Innovative Technology ETF 3.9 45 -5 -0.3 -5.8
HDV iShares Core High Dividend ETF 3.9 8 32 7.2 +1.7
ECML Euclidean Fundamental Value ETF 3.8 95 -55 11.2 +5.7
TAX Cambria Tax Aware ETF 3.8 49 -9 5.0 -0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.8 20 20 4.6 -0.9
VOOV Vanguard S&P 500 Value ETF 3.8 7 33 6.3 +0.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.8 7 33 9.8 +4.4
ACTV LeaderShares Activist Leaders ETF 3.8 75 -35 5.5 0.0
IVE iShares S&P 500 Value ETF 3.7 18 22 6.2 +0.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 36 6.3 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 5 5.9 +0.4
DHS WisdomTree U.S. High Dividend Fund 3.7 38 2 8.1 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.7 40 0 5.8 +0.3
VTV Vanguard Value ETF 3.7 4 36 6.9 +1.4
SIXG Defiance Connective Technologies ETF 3.7 30 10 3.7 -1.8
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -19 9.0 +3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 2 6.2 +0.7
EQAL Invesco Russell 1000 Equal Weight ETF 3.6 20 20 6.8 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 3.6 59 -19 5.9 +0.4
IUSV iShares Core S&P US Value ETF 3.6 4 36 6.4 +0.9
JSTC Adasina Social Justice All Cap Global ETF 3.6 89 -49 4.8 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -15 4.2 -1.3
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 11 4.7 -0.8
FTGS First Trust Growth Strength ETF 3.5 60 -20 5.0 -0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.5 12 28 5.7 +0.2
SPGP Invesco S&P 500 GARP ETF 3.5 34 6 6.5 +1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.4 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 20 6.1 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.4 60 -20 6.8 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.7 +2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.3 65 -25 3.5 -2.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.3 60 -20 3.9 -1.6
ABEQ Absolute Select Value ETF 3.2 85 -45 4.7 -0.8
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 23 7.0 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 36 6.7 +1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.2 49 -9 4.6 -0.9
SKYY First Trust Cloud Computing ETF 3.2 60 -20 3.0 -2.5
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.6 -0.9
GVLU Gotham 1000 Value ETF 3.1 50 -10 8.9 +3.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 31 6.1 +0.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.1 52 -12 6.4 +0.9
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 31 6.1 +0.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.0 60 -20 5.2 -0.3
SIZE iShares MSCI USA Size Factor ETF 2.9 15 25 6.1 +0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 -20 7.7 +2.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.9 70 -30 4.5 -1.0
ABFL Abacus FCF Leaders ETF 2.9 59 -19 5.3 -0.2
GDIV Harbor Dividend Growth Leaders ETF 2.9 50 -10 5.2 -0.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.9 29 11 6.6 +1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.9 35 5 6.0 +0.5
FLDZ RiverNorth Patriot ETF 2.8 75 -35 6.1 +0.6
EZM WisdomTree U.S. MidCap Fund 2.8 38 2 9.1 +3.6
DEW WisdomTree Global High Dividend Fund 2.8 58 -18 8.4 +2.9
TRFM AAM Transformers ETF 2.8 49 -9 1.3 -4.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 9 7.0 +1.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.8 45 -5 4.4 -1.1
CCMG CCM Global Equity ETF 2.7 34 6 8.4 +2.9
VYM Vanguard High Dividend Yield Index ETF 2.7 6 34 7.1 +1.6
BOUT Innovator IBD Breakout Opportunities ETF 2.7 81 -41 2.8 -2.7
SDY SPDR S&P Dividend ETF 2.7 35 5 6.5 +1.0
CLNR IQ Cleaner Transport ETF 2.7 45 -5 6.6 +1.1
HART IQ Healthy Hearts ETF 2.7 45 -5 6.7 +1.2
SYNB Putnam BioRevolution ETF 2.7 70 -30 2.9 -2.6
CARZ First Trust NASDAQ Global Auto Index Fund 2.7 70 -30 4.8 -0.7
DRIV Global X Autonomous & Electric Vehicles ETF 2.7 68 -28 5.1 -0.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.7 65 -25 -1.5 -7.0
CLOD Themes Cloud Computing ETF 2.7 35 5 3.2 -2.3
MVPA Miller Value Partners Appreciation ETF 2.7 60 -20 9.4 +3.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -25 2.0 -3.5
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 -30 1.3 -4.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.6 20 20 6.2 +0.8
FMDE Fidelity Enhanced Mid Cap ETF 2.6 23 17 5.8 +0.3
AIVC Amplify Bloomberg AI Value Chain ETF 2.5 59 -19 5.7 +0.2
FXL First Trust Technology AlphaDEX Fund 2.5 61 -21 5.4 -0.1
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -10 5.7 +0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 2.5 20 20 7.0 +1.5
VAMO Cambria Value & Momentum ETF 2.4 61 -21 5.9 +0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 25 6.0 +0.5
BFOR ALPS Barron's 400 ETF 2.4 65 -25 6.0 +0.5
FDVV Fidelity High Dividend ETF 2.4 15 25 7.6 +2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 2.4 80 -40 6.1 +0.6
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 1 8.4 +2.9
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 22 6.9 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -24 2.2 -3.3
PEY Invesco High Yield Equity Dividend Achievers ETF 2.4 52 -12 10.0 +4.6
IGV iShares Expanded Tech-Software Sector ETF 2.4 41 -1 2.6 -2.9
ARKF ARK Fintech Innovation ETF 2.4 75 -35 -0.5 -5.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 34 4.0 -1.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.3 60 -20 3.7 -1.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 25 4.8 -0.7
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 0 5.2 -0.3
PKW Invesco Buyback Achievers ETF 2.3 62 -22 7.2 +1.7
VFLO VictoryShares Free Cash Flow ETF 2.3 39 1 10.7 +5.2
IWS iShares Russell Mid-Cap Value ETF 2.3 23 17 6.7 +1.2
SFYX SoFi Next 500 ETF 2.3 0 40 5.8 +0.3
IWR iShares Russell Midcap ETF 2.3 19 21 5.8 +0.3
VOT Vanguard Mid-Cap Growth ETF 2.2 7 33 3.6 -1.9
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 -28 7.3 +1.8
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 17 3.4 -2.1
ARKK ARK Innovation ETF 2.2 75 -35 -2.6 -8.0
OCFS Otter Creek Focus Strategy ETF 2.2 85 -45 4.0 -1.5
FTCS First Trust Capital Strength ETF 2.2 55 -15 5.8 +0.3
EQRR ProShares Equities for Rising Rates ETF 2.2 35 5 8.3 +2.8
MOTO SmartETFs Smart Transportation & Technology ETF 2.2 68 -28 7.3 +1.8
FBOT Fidelity Disruptive Automation ETF 2.2 50 -10 3.6 -1.9
USSE Segall Bryant & Hamill Select Equity ETF 2.2 65 -25 4.3 -1.2
PCGG Polen Capital Global Growth ETF 2.2 85 -45 3.8 -1.7
ASLV Allspring Special Large Value ETF 2.2 35 5 6.5 +1.0
TMFG Motley Fool Global Opportunities ETF 2.2 85 -45 3.9 -1.6
DIA SPDR Dow Jones Industrial Average ETF Trust 2.2 16 24 5.5 +0.0
VO Vanguard Mid-Cap ETF 2.2 4 36 5.7 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 6.4 +0.9
VOE Vanguard Mid-Cap Value ETF 2.1 7 33 7.6 +2.1
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 -9 6.5 +1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 -35 7.2 +1.7
LQPE PEO AlphaQuest Thematic PE ETF 2.1 125 -85 5.3 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 10 8.2 +2.7
AGQI First Trust Active Global Quality Income ETF 2.1 85 -45 4.9 -0.6
ETHO Etho Climate Leadership U.S. ETF 2.0 47 -7 5.4 -0.1
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 36 6.0 +0.6
PY Principal Value ETF 2.0 15 25 7.2 +1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -40 6.1 +0.6
KOMP SPDR S&P Kensho New Economies Composite ETF 2.0 20 20 2.6 -2.9
SPHB Invesco S&P 500 High Beta ETF 2.0 25 15 4.7 -0.8
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 30 4.5 -1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.0 65 -25 8.0 +2.5
ALTL Pacer Lunt Large Cap Alternator ETF 2.0 60 -20 4.3 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -20 4.8 -0.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 20 7.6 +2.1
CLOU Global X Cloud Computing ETF 1.8 68 -28 2.4 -3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -27 9.9 +4.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.8 27 13 6.9 +1.4
IEDI iShares U.S. Consumer Focused ETF 1.8 18 22 5.2 -0.3
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 27 6.3 +0.8
RUNN Running Oak Efficient Growth ETF 1.7 58 -18 4.8 -0.7
FVD First Trust Value Line Dividend Index Fund 1.7 65 -25 6.2 +0.7
UFO Procure Space ETF 1.7 75 -35 0.3 -5.2
ARKX ARK Space Exploration & Innovation ETF 1.7 75 -35 -0.3 -5.8
CVAR Cultivar ETF 1.7 87 -47 6.9 +1.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.7 6 34 8.1 +2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 36 6.2 +0.7
FLV American Century Focused Large Cap Value ETF 1.7 42 -2 6.5 +1.0
NXTG First Trust Indxx NextG ETF 1.6 70 -30 5.3 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.6 70 -30 4.7 -0.8
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 7.1 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 1.6 38 2 8.8 +3.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 8.1 +2.6
XSW SPDR S&P Software & Services ETF 1.6 35 5 2.3 -3.2
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.7 +0.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 0.4 -5.1
NBDS Neuberger Berman Disrupters ETF 1.5 55 -15 0.7 -4.8
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.7 +1.2
RW Rainwater Equity ETF 1.5 125 -85 2.8 -2.7
STXM Strive Mid-Cap ETF 1.4 18 22 6.2 +0.7
QTUM Defiance Quantum ETF 1.4 40 0 5.6 +0.1
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.2 +3.7
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -32 6.5 +1.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.3 61 -21 1.5 -4.0
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 20 8.7 +3.2
PFM Invesco Dividend Achievers ETF 1.2 53 -13 5.3 -0.2
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.3 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 15 7.5 +2.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.2 75 -35 3.2 -2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 9.4 +3.9
DGRO iShares Core Dividend Growth ETF 1.2 8 32 6.6 +1.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.2 60 -20 7.4 +1.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -9 11.5 +6.0
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 36 6.6 +1.1
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -25 8.4 +2.9
VBR Vanguard Small Cap Value ETF 1.1 7 33 9.1 +3.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -30 2.9 -2.6
ONEY SPDR Russell 1000 Yield Focus ETF 1.1 20 20 9.5 +4.0
FSCS First Trust SMID Capital Strength ETF 1.1 60 -20 6.9 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 16 8.1 +2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 6.1 +0.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -20 6.0 +0.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 7.7 +2.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 4.0 -1.5
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 6.5 +1.0
TTAC FCF US Quality ETF 1.0 59 -19 6.2 +0.7
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 1.0 -4.5
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -50 9.6 +4.1
VB Vanguard Small-Cap ETF 0.9 5 35 6.2 +0.7
GINX SGI Enhanced Global Income ETF 0.9 98 -58 7.1 +1.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 22 8.7 +3.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 -15 10.1 +4.6
PDP Invesco Dorsey Wright Momentum ETF 0.9 62 -22 3.9 -1.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 25 8.8 +3.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 30 8.9 +3.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 15 5.3 -0.2
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 15 5.2 -0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 23 5.8 +0.3
WCEO Hypatia Women CEO ETF 0.9 85 -45 3.8 -1.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 15 8.0 +2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 10 6.7 +1.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.7 +5.2
SMMD iShares Russell 2500 ETF 0.8 15 25 6.2 +0.7
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.4 -0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.7 35 5 7.2 +1.7
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 2.0 -3.5
NIXT Research Affiliates Deletions ETF 0.7 9 31 8.8 +3.3
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.6 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 2.9 -2.6
XT iShares Exponential Technologies ETF 0.7 46 -6 5.0 -0.5
ISCB iShares Morningstar Small-Cap ETF 0.7 4 36 6.3 +0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 16 7.7 +2.2
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 9.4 +3.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 25 7.3 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 28 7.1 +1.6
PRAY FIS Christian Stock Fund 0.6 69 -29 5.1 -0.4
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 9.4 +3.9
IJH iShares Core S&P Mid-Cap ETF 0.6 5 35 7.3 +1.8
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 16 7.1 +1.7
USCF Themes US Cash Flow Champions ETF 0.6 29 11 8.9 +3.5
PTL Inspire 500 ETF 0.6 9 31 5.2 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 33 7.4 +1.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 37 7.3 +1.9
VIG Vanguard Dividend Appreciation ETF 0.6 5 35 5.6 +0.1
VXF Vanguard Extended Market ETF 0.6 5 35 4.7 -0.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 15 8.3 +2.8
LGCF Themes US Cash Flow Champions ETF 0.5 30 10 8.4 +2.9
DFAS Dimensional U.S. Small Cap ETF 0.5 26 14 6.4 +0.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.5 52 -12 5.5 +0.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 -18 5.4 -0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -20 7.4 +1.9
SCHA Schwab U.S. Small-Cap ETF 0.5 4 36 6.0 +0.5
SPHQ Invesco S&P 500 Quality ETF 0.5 15 25 5.4 -0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 8.0 +2.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 9.5 +4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 23 5.9 +0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 30 6.0 +0.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 25 5.9 +0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 25 6.0 +0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 5.4 -0.1
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 9.9 +4.4
IBLC iShares Blockchain and Tech ETF 0.2 47 -7 -3.2 -8.7
STXD Strive 1000 Dividend Growth ETF 0.1 35 5 4.8 -0.7
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 10.1 +4.7

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco S&P 500 Equal Weight Communication Services ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.3 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.59
 
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.