Invesco S&P 500 Equal Weight Communication Services ETF
ALTAR
Score™		 5.3% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 20.0x P/Sales
ratio		 1.4x
P/BV
ratio		 1.9x 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
WARNER BROS. DISCOVERY, INC. SERIE 7.1 %
PARAMOUNT SKYDANCE CORP 6.0 %
TKO GROUP HOLDINGS, INC. CLASS A 4.9 %
LIVE NATION INC 4.8 %
MATCH GROUP, INC. 4.8 %
ELECTRONIC ARTS INC 4.6 %
INTERPUBLIC GROUP OF COS INC 4.4 %
META PLATFORMS INC 4.3 %
NEW YORK TIMES CO -CL A 4.2 %
OMNICOM GROUP 4.2 %
Total 49.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
13.9% 23.5% 7.8% -- 7.8%

Market Correlations
versus... Beta R-squared
S&P500 1.00 72%
MSCI EAFE 0.74 45%
MSCI Emg. Mkts. 0.56 27%

Technical Indicators
Recent close $40.52
30d moving avg. $38.67
Annualized volatility 18.0%
Short interest (ETF) 0.0%
Short interest (Underlying) 5.5%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.4%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $15,021

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 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™: 5.3%


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 65.2 8 32 4.8 -0.5
FCOM Fidelity MSCI Communication Services Index ETF 48.6 8 32 4.3 -1.0
VOX Vanguard Communication Services ETF 43.8 9 31 4.4 -1.0
IXP iShares Global Comm Services ETF 34.7 42 -2 5.3 -0.0
BNGE First Trust S-Network Streaming and Gaming ETF 23.1 70 -30 2.5 -2.8
IYZ iShares U.S. Telecommunications ETF 21.5 40 0 6.0 +0.7
PEJ Invesco Leisure and Entertainment ETF 20.5 58 -18 3.5 -1.8
XPND First Trust Expanded Technology ETF 19.6 65 -25 3.8 -1.5
TOGA Tremblant Global ETF 19.1 69 -29 1.8 -3.6
DEMZ Democratic Large Cap Core ETF 17.2 45 -5 4.5 -0.9
QTOP iShares Nasdaq Top 30 Stocks ETF 16.6 20 20 4.0 -1.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 16.3 15 25 6.6 +1.3
ACSI American Customer Satisfaction ETF 16.0 65 -25 4.7 -0.6
FDCF Fidelity Disruptive Communications ETF 16.0 50 -10 2.7 -2.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.9 80 -40 6.7 +1.4
FPAG FPA Global Equity ETF 15.3 49 -9 5.7 +0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 15.2 30 10 4.3 -1.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 15.1 49 -9 3.7 -1.6
QQQ Invesco QQQ Trust Series I 15.0 20 20 4.0 -1.3
LCLG Logan Capital Broad Innovative Growth ETF 15.0 99 -59 3.8 -1.5
QQQM Invesco NASDAQ 100 ETF 15.0 15 25 4.1 -1.3
PNQI Invesco NASDAQ Internet ETF 14.8 60 -20 3.2 -2.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 14.6 60 -20 4.6 -0.7
BWEB Bitwise Web3 ETF 14.5 85 -45 -0.2 -5.5
INRO iShares U.S. Industry Rotation Active ETF 14.4 42 -2 4.2 -1.1
ITAN Sparkline Intangible Value ETF 14.4 50 -10 6.5 +1.2
SPXT ProShares S&P 500 Ex-Technology ETF 14.3 9 31 5.5 +0.2
XDAT Franklin Exponential Data ETF 14.3 50 -10 2.1 -3.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 14.2 15 25 8.9 +3.6
CGGR Capital Group Growth ETF 13.7 39 1 3.1 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 13.7 7 33 5.0 -0.3
ONEQ Fidelity Nasdaq Composite Index ETF 13.7 21 19 3.6 -1.7
FDN First Trust Dow Jones Internet Index Fund 13.6 52 -12 3.1 -2.3
FDND FT Vest Dow Jones Internet & Target Income ETF 13.6 75 -35 2.9 -2.4
IGM iShares Expanded Tech Sector ETF 13.4 41 -1 3.8 -1.6
SFYF SoFi Social 50 ETF 13.4 29 11 0.4 -4.9
XTL SPDR S&P Telecom ETF 13.4 35 5 2.1 -3.3
MILN Global X Millennial Consumer ETF 13.4 50 -10 3.7 -1.7
FELC Fidelity Enhanced Large Cap Core ETF 13.4 18 22 5.1 -0.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 13.3 56 -16 0.3 -5.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 13.3 8 32 4.9 -0.4
GGME Invesco Next Gen Media and Gaming ETF 13.3 60 -20 4.2 -1.2
DFVX Dimensional US Large Cap Vector ETF 13.3 22 18 6.2 +0.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.2 15 25 5.6 +0.3
IVRS iShares Future Metaverse Tech and Communications ETF 13.1 47 -7 2.5 -2.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.9 10 30 5.1 -0.2
XLG Invesco S&P 500 Top 50 ETF 12.9 20 20 4.0 -1.3
LST Leuthold Select Industries ETF 12.9 91 -51 5.0 -0.3
OEF iShares S&P 100 ETF 12.9 20 20 4.4 -0.9
COWS Amplify Cash Flow Dividend Leaders ETF 12.8 0 40 11.8 +6.5
AVLV Avantis U.S. Large Cap Value ETF 12.7 15 25 7.8 +2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 12.7 36 4 4.8 -0.5
GLBL Pacer MSCI World Industry Advantage ETF 12.6 65 -25 4.1 -1.3
QQMG Invesco ESG NASDAQ 100 ETF 12.6 20 20 4.1 -1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.6 19 21 6.3 +1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 12.4 12 28 4.4 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 12.4 9 31 4.8 -0.5
OND ProShares On-Demand ETF 12.4 58 -18 0.6 -4.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 12.4 20 20 5.0 -0.4
AUSF Global X Adaptive U.S. Factor ETF 12.3 27 13 8.8 +3.5
SCHG Schwab U.S. Large-Cap Growth ETF 12.2 4 36 3.9 -1.4
FELG Fidelity Enhanced Large Cap Growth ETF 12.2 18 22 4.6 -0.8
CRTC Xtrackers US National Critical Technologies ETF 12.1 35 5 4.7 -0.6
TOPT iShares Top 20 U.S. Stocks ETF 12.1 20 20 3.8 -1.5
NACP Impact Shares NAACP Minority Empowerment ETF 12.1 49 -9 4.7 -0.6
OGIG ALPS O'Shares Global Internet Giants ETF 12.1 48 -8 1.5 -3.8
FLQL Franklin LibertyQ U.S. Equity ETF 12.0 15 25 5.3 -0.1
MGK Vanguard Mega Cap Growth ETF 12.0 7 33 4.0 -1.3
ARVR First Trust Indxx Metaverse ETF 12.0 70 -30 3.9 -1.4
AIEQ AI Powered Equity ETF 12.0 75 -35 3.7 -1.6
VUG Vanguard Growth ETF 11.9 4 36 3.9 -1.4
VERS ProShares Metaverse ETF 11.9 58 -18 -1.0 -6.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.9 7 33 4.7 -0.6
GSPY Gotham Enhanced 500 ETF 11.9 50 -10 5.2 -0.1
VOOG Vanguard S&P 500 Growth ETF 11.8 7 33 4.0 -1.3
IVW iShares S&P 500 Growth ETF 11.8 18 22 3.9 -1.4
LOGO Alpha Brands Consumption Leaders ETF 11.8 69 -29 3.0 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 11.8 4 36 4.0 -1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 11.8 0 40 4.8 -0.5
AVSU Avantis Responsible U.S. Equity ETF 11.8 15 25 5.9 +0.6
MODL VictoryShares WestEnd U.S. Sector ETF 11.8 42 -2 4.5 -0.8
MGC Vanguard Mega Cap ETF 11.8 7 33 4.6 -0.7
QLC FlexShares US Quality Large Cap Index Fund 11.7 25 15 5.3 -0.1
IUSG iShares Core S&P U.S. Growth ETF 11.7 4 36 4.1 -1.2
XLSR SPDR SSGA U.S. Sector Rotation ETF 11.7 70 -30 4.8 -0.5
IWY iShares Russell Top 200 Growth ETF 11.7 20 20 4.4 -0.9
VOTE TCW Transform 500 ETF 11.7 5 35 4.8 -0.5
BUYZ Franklin Disruptive Commerce ETF 11.6 50 -10 2.2 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.6 2 38 4.8 -0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 11.6 50 -10 4.2 -1.1
FMET Fidelity Metaverse ETF 11.5 39 1 4.5 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 11.5 9 31 4.6 -0.8
IWL iShares Russell Top 200 ETF 11.5 15 25 4.6 -0.8
GK AdvisorShares Gerber Kawasaki ETF 11.5 75 -35 2.4 -3.0
CAML Congress Large Cap Growth ETF 11.5 66 -26 3.4 -1.9
MTUM iShares MSCI USA Momentum Factor ETF 11.4 15 25 3.4 -1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.3 29 11 4.5 -0.9
XVV iShares ESG Screened S&P 500 ETF 11.3 8 32 4.7 -0.6
PRXG Praxis Impact Large Cap Growth ETF 11.3 36 4 3.6 -1.7
ESGV Vanguard ESG U.S. Stock ETF 11.2 9 31 4.6 -0.7
AVUQ Avantis U.S. Quality ETF 11.2 15 25 4.3 -1.0
IWF iShares Russell 1000 Growth ETF 11.2 19 21 4.3 -1.0
VONG Vanguard Russell 1000 Growth ETF 11.2 7 33 4.4 -0.9
USMC Principal U.S. Mega-Cap ETF 11.2 12 28 4.3 -1.1
VNSE Natixis Vaughan Nelson Select ETF 11.2 80 -40 4.6 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.1 14 26 4.8 -0.5
STXG Strive 1000 Growth ETF 11.1 18 22 3.8 -1.5
AVUS Avantis U.S. Equity ETF 11.1 15 25 5.7 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11.1 11 29 4.8 -0.5
IUS Invesco RAFI Strategic US ETF 11.1 19 21 6.8 +1.5
HLAL Wahed FTSE USA Shariah ETF 11.0 50 -10 4.6 -0.7
FBCG Fidelity Blue Chip Growth ETF 11.0 59 -19 2.8 -2.6
IYC iShares U.S. Consumer Discretionary ETF 11.0 40 0 3.7 -1.7
FDTX Fidelity Disruptive Technology ETF 11.0 50 -10 2.7 -2.6
EPS WisdomTree U.S. LargeCap Fund 11.0 8 32 5.6 +0.3
THRO iShares U.S. Thematic Rotation Active ETF 10.9 90 -50 4.0 -1.4
LRGC AB US Large Cap Strategic Equities ETF 10.9 48 -8 4.4 -1.0
JGRO JPMorgan Active Growth ETF 10.8 44 -4 3.3 -2.0
QUAL iShares MSCI USA Quality Factor ETF 10.8 15 25 5.4 +0.1
LRGE ClearBridge Large Cap Growth ESG ETF 10.8 59 -19 3.9 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 10.8 9 31 4.7 -0.6
GQQQ Astoria US Quality Growth Kings ETF 10.8 35 5 4.6 -0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.8 35 5 4.2 -1.1
METV Roundhill Ball Metaverse ETF 10.8 59 -19 7.4 +2.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 10.8 49 -9 4.4 -0.9
YLDE ClearBridge Dividend Strategy ESG ETF 10.7 60 -20 5.7 +0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 10.7 12 28 4.5 -0.9
SFY SoFi Select 500 ETF 10.6 0 40 4.3 -1.0
RECS Columbia Research Enhanced Core ETF 10.6 15 25 5.6 +0.3
FDG American Century Focused Dynamic Growth ETF 10.6 45 -5 1.9 -3.4
GGRW Gabelli Growth Innovators ETF 10.6 90 -50 2.3 -3.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.6 20 20 4.6 -0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.6 40 0 3.7 -1.6
CGUS Capital Group Core Equity ETF 10.5 33 7 4.3 -1.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.5 15 25 4.1 -1.2
QGRO American Century U.S. Quality Growth ETF 10.5 29 11 3.5 -1.8
KNCT Invesco Next Gen Connectivity ETF 10.5 40 0 4.7 -0.6
QGRW WisdomTree U.S. Quality Growth Fund 10.5 28 12 4.1 -1.2
IWX iShares Russell Top 200 Value ETF 10.5 20 20 6.2 +0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 10.4 58 -18 4.2 -1.1
VOO Vanguard S&P 500 ETF 10.4 3 37 4.9 -0.4
IVV iShares Core S&P 500 ETF 10.4 3 37 4.9 -0.4
SPLG SPDR Portfolio S&P 500 ETF 10.4 2 38 4.9 -0.4
SPY SPDR S&P 500 ETF Trust 10.4 9 31 4.8 -0.5
HDUS Hartford Disciplined US Equity ETF 10.4 19 21 5.6 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.4 75 -35 4.0 -1.3
GRNY Fundstrat Granny Shots US Large Cap ETF 10.4 75 -35 2.5 -2.8
QUS SPDR MSCI USA StrategicFactors ETF 10.3 15 25 5.7 +0.4
VV Vanguard Large-Cap ETF 10.3 4 36 4.8 -0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.3 47 -7 5.8 +0.5
TMFC Motley Fool 100 Index ETF 10.3 50 -10 3.4 -1.9
VFMV Vanguard U.S. Minimum Volatility ETF 10.3 13 27 5.7 +0.4
ILCB iShares Morningstar U.S. Equity ETF 10.2 3 37 4.8 -0.6
STRV Strive 500 ETF 10.2 5 35 4.7 -0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.2 15 25 7.6 +2.3
PBUS Invesco MSCI USA ETF 10.2 4 36 4.8 -0.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.1 25 15 5.3 -0.0
NANC Unusual Whales Subversive Democratic Trading ETF 10.1 75 -35 3.7 -1.7
LYLD Cambria Large Cap Shareholder Yield ETF 10.1 59 -19 9.5 +4.2
CATH Global X S&P 500 Catholic Values Custom ETF 10.0 29 11 4.6 -0.7
SOCL Global X Social Media ETF 10.0 65 -25 8.4 +3.1
UDI USCF Dividend Income Fund 9.9 65 -25 8.2 +2.8
FFLC Fidelity Fundamental Large Cap Core ETF 9.9 38 2 4.5 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 9.9 25 15 7.1 +1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 9.8 15 25 4.4 -0.9
FFOG Franklin Focused Growth ETF 9.8 61 -21 2.3 -3.0
SHE SPDR MSCI USA Gender Diversity ETF 9.8 20 20 5.1 -0.3
SDOG ALPS Sector Dividend Dogs ETF 9.8 36 4 9.4 +4.1
DFSU Dimensional US Sustainability Core 1 ETF 9.8 18 22 5.3 -0.0
LCF Touchstone US Large Cap Focused ETF 9.8 69 -29 4.1 -1.2
APUE ActivePassive U.S. Equity ETF 9.8 45 -5 4.6 -0.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.7 30 10 9.0 +3.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 9.7 49 -9 3.8 -1.5
ROE Astoria US Quality Kings ETF 9.7 49 -9 6.5 +1.2
QVAL Alpha Architect US Quantitative Value ETF 9.7 39 1 9.6 +4.3
KLMN Invesco MSCI North America Climate ETF 9.7 9 31 4.9 -0.4
SCHX Schwab U.S. Large-Cap ETF 9.7 3 37 4.9 -0.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.6 3 37 5.1 -0.2
IWB iShares Russell 1000 ETF 9.6 15 25 4.8 -0.5
OALC OneAscent Large Cap Core ETF 9.6 86 -46 4.0 -1.3
SPMO Invesco S&P 500 Momentum ETF 9.6 13 27 3.5 -1.8
VONE Vanguard Russell 1000 ETF 9.6 7 33 4.8 -0.5
DFUS Dimensional U.S. Equity ETF 9.6 9 31 4.7 -0.6
MAVF Matrix Advisors Value ETF 9.6 75 -35 5.6 +0.3
AGRW Allspring LT Large Growth ETF 9.6 35 5 3.5 -1.9
IYY iShares Dow Jones U.S. ETF 9.6 20 20 4.7 -0.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 9.5 75 -35 2.8 -2.5
SCHK Schwab 1000 Index ETF 9.5 5 35 4.9 -0.4
FLRG Fidelity U.S. Multifactor ETF 9.4 15 25 6.9 +1.6
DFAU Dimensional US Core Equity Market ETF 9.4 12 28 5.0 -0.4
PWV Invesco Large Cap Value ETF 9.4 55 -15 7.0 +1.7
AIQ Global X Artificial Intelligence & Technology ETF 9.4 68 -28 3.6 -1.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.4 50 -10 8.1 +2.8
VLU SPDR S&P 1500 Value Tilt ETF 9.4 12 28 7.4 +2.1
IYW iShares U.S. Technology ETF 9.3 40 0 3.8 -1.6
PWB Invesco Large Cap Growth ETF 9.3 56 -16 3.1 -2.2
DSPY Tema S&P 500 Historical Weight ETF 9.3 18 22 5.1 -0.2
FDMO Fidelity Momentum Factor ETF 9.3 15 25 3.6 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.3 79 -39 4.4 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 9.3 11 29 5.1 -0.2
VSLU Applied Finance Valuation Large Cap ETF 9.3 49 -9 5.5 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 9.3 39 1 6.7 +1.4
RFFC ALPS Active Equity Opportunity ETF 9.2 48 -8 4.4 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.2 9 31 5.1 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 9.2 25 15 7.2 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 9.2 59 -19 4.3 -1.0
IWV iShares Russell 3000 ETF 9.2 20 20 4.7 -0.6
USMF WisdomTree U.S. Multifactor Fund 9.2 28 12 7.0 +1.7
VTHR Vanguard Russell 3000 ETF 9.2 7 33 4.8 -0.5
VTI Vanguard Total Stock Market ETF 9.2 3 37 4.8 -0.5
DIVY Sound Equity Dividend Income ETF 9.2 45 -5 9.7 +4.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.2 3 37 4.8 -0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.1 48 -8 6.1 +0.7
FQAL Fidelity Quality Factor ETF 9.1 15 25 5.6 +0.3
QLV FlexShares US Quality Low Volatility Index Fund 9.1 22 18 5.6 +0.3
SCHB Schwab U.S. Broad Market ETF 9.1 3 37 4.9 -0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 9.1 37 3 6.0 +0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 9.0 18 22 4.5 -0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 9.0 31 9 2.6 -2.8
SGLC SGI U.S. Large Cap Core ETF 8.9 85 -45 3.9 -1.4
ILCV iShares Morningstar Value ETF 8.9 4 36 6.4 +1.1
WUGI AXS Esoterica NextG Economy ETF 8.9 75 -35 2.3 -3.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.9 15 25 4.6 -0.7
DFAC Dimensional U.S. Core Equity 2 ETF 8.9 17 23 5.5 +0.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 8.9 75 -35 4.6 -0.7
EBI Longview Advantage ETF 8.9 35 5 6.5 +1.2
VLUE iShares MSCI USA Value Factor ETF 8.9 15 25 9.5 +4.2
XNTK SPDR NYSE Technology ETF 8.9 35 5 3.5 -1.9
JVAL JPMorgan U.S. Value Factor ETF 8.9 12 28 8.0 +2.7
COWZ Pacer US Cash Cows 100 ETF 8.9 49 -9 9.5 +4.2
SPDV AAM S&P 500 High Dividend Value ETF 8.8 29 11 10.5 +5.2
FVAL Fidelity Value Factor ETF 8.8 15 25 6.8 +1.5
BLCR iShares Large Cap Core Active ETF 8.8 36 4 3.6 -1.8
HERO Global X Video Games & Esports ETF 8.8 50 -10 3.7 -1.6
ESPO VanEck Video Gaming and eSports ETF 8.8 56 -16 3.7 -1.6
NERD Roundhill Video Games ETF 8.8 50 -10 2.9 -2.4
JHML John Hancock Multifactor Large Cap ETF 8.8 29 11 5.3 -0.0
KOKU Xtrackers MSCI Kokusai Equity ETF 8.8 9 31 5.1 -0.2
FDRR Fidelity Dividend ETF for Rising Rates 8.8 15 25 6.9 +1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 8.8 56 -16 6.1 +0.8
LGRO Level Four Large Cap Growth Active ETF 8.7 55 -15 3.6 -1.7
DCOR Dimensional US Core Equity 1 ETF 8.7 14 26 5.3 +0.0
FDLO Fidelity Low Volatility Factor ETF 8.7 15 25 5.3 +0.0
WFH Direxion Work From Home ETF 8.7 45 -5 3.8 -1.5
EQWL Invesco S&P 100 Equal Weight ETF 8.7 25 15 6.2 +0.9
FFND Future Fund Active ETF 8.6 100 -60 4.2 -1.1
RVRB Reverb ETF 8.6 30 10 4.5 -0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 8.6 14 26 5.3 -0.0
IGPT Invesco AI and Next Gen Software ETF 8.6 60 -20 4.1 -1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.6 25 15 5.6 +0.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 8.6 60 -20 3.9 -1.4
FEGE First Eagle Global Equity ETF 8.5 79 -39 6.8 +1.5
VEGN US Vegan Climate ETF 8.5 60 -20 4.4 -0.9
VALQ American Century U.S. Quality Value ETF 8.4 29 11 7.7 +2.4
GQI Natixis Gateway Quality Income ETF 8.2 34 6 5.0 -0.3
ROUS Hartford Multifactor US Equity ETF 8.2 19 21 7.0 +1.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.2 10 30 4.3 -1.1
DANA Dana Unconstrained Equity ETF 8.2 50 -10 2.9 -2.4
MBCC Monarch Blue Chips Core ETF 8.2 125 -85 4.2 -1.1
IWFG IQ Winslow Focused Large Cap Growth ETF 8.2 65 -25 2.9 -2.4
EQIN Columbia US Equity Income ETF 8.2 35 5 6.9 +1.6
DIVZ TrueShares Low Volatility Equity Income ETF 8.1 65 -25 6.6 +1.3
BLCV iShares Large Cap Value Active ETF 8.1 53 -13 7.4 +2.1
QWLD SPDR MSCI World StrategicFactors ETF 8.1 30 10 5.9 +0.6
BEEX BeeHive ETF 8.1 84 -44 4.2 -1.1
HLGE Hartford Longevity Economy ETF 8.1 44 -4 -0.4 -5.7
ADME Aptus Drawdown Managed Equity ETF 8.1 79 -39 4.0 -1.3
AFLG First Trust Active Factor Large Cap ETF 8.0 55 -15 6.3 +1.0
SPVU Invesco S&P 500 Enhanced Value ETF 8.0 13 27 10.1 +4.8
GVIP Goldman Sachs Hedge Industry VIP ETF 8.0 45 -5 3.1 -2.2
RWL Invesco S&P 500 Revenue ETF 8.0 39 1 6.8 +1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.0 10 30 4.9 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.0 10 30 4.3 -1.0
KRMA Global X Conscious Companies ETF 8.0 43 -3 5.8 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 7.9 28 12 5.4 +0.1
WRND IQ Global Equity R&D Leaders ETF 7.9 18 22 8.0 +2.7
USRD Themes US R&D Champions ETF 7.9 29 11 4.5 -0.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.9 75 -35 5.3 +0.0
PSET Principal Quality ETF 7.9 15 25 5.3 +0.0
NULG Nuveen ESG Large-Cap Growth ETF 7.9 26 14 3.3 -2.0
IWD iShares Russell 1000 Value ETF 7.9 19 21 6.4 +1.1
VONV Vanguard Russell 1000 Value ETF 7.9 7 33 6.5 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 7.8 75 -35 5.2 -0.1
WTV WisdomTree US Value Fund of Benef Interest 7.8 12 28 8.9 +3.6
LOWV AB US Low Volatility Equity ETF 7.8 48 -8 5.1 -0.2
TOK iShares MSCI Kokusai ETF 7.8 26 14 5.0 -0.4
HGRO Hedgeye Quality Growth ETF 7.7 70 -30 3.3 -2.0
JMOM JPMorgan U.S. Momentum Factor ETF 7.7 12 28 4.5 -0.9
SNPE Xtrackers S&P 500 ESG ETF 7.7 10 30 5.0 -0.3
ABOT Abacus FCF Innovation Leaders ETF 7.7 69 -29 4.6 -0.7
QDF FlexShares Quality Dividend Index Fund 7.7 37 3 6.1 +0.8
FDL First Trust Morningstar Dividend Leaders Index Fund 7.7 45 -5 10.6 +5.3
SHRY First Trust Bloomberg Shareholder Yield ETF 7.7 60 -20 8.1 +2.8
DVND Touchstone Dividend Select ETF 7.6 67 -27 5.6 +0.3
RPV Invesco S&P 500 Pure Value ETF 7.6 35 5 10.4 +5.1
NULC Nuveen ESG Large-Cap ETF 7.6 21 19 4.7 -0.6
SUSL iShares ESG MSCI USA Leaders ETF 7.6 10 30 4.9 -0.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.5 60 -20 9.4 +4.1
ILCG iShares Morningstar Growth ETF 7.5 4 36 3.6 -1.7
YOKE Yoke Core ETF 7.5 42 -2 4.3 -1.0
SPVM Invesco S&P 500 Value with Momentum ETF 7.5 39 1 7.6 +2.3
BUZZ VanEck Social Sentiment ETF 7.5 75 -35 -0.4 -5.7
SPMV Invesco S&P 500 Minimum Variance ETF 7.5 10 30 5.3 +0.0
BGRO iShares Large Cap Growth Active ETF 7.5 55 -15 3.0 -2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.4 29 11 6.4 +1.1
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 11 7.0 +1.7
WLDR Affinity World Leaders Equity ETF 7.4 67 -27 7.4 +2.0
RGEF Rockefeller Global Equity ETF 7.4 55 -15 4.7 -0.6
URTH iShares MSCI World ETF 7.4 24 16 5.0 -0.3
SUSA iShares MSCI USA ESG Select ETF 7.4 25 15 4.7 -0.6
ESGU iShares ESG Aware MSCI USA ETF 7.3 15 25 4.7 -0.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 7.3 85 -45 8.6 +3.3
ISHP First Trust Nasdaq Retail ETF 7.3 60 -20 5.3 -0.0
SXQG ETC 6 Meridian Quality Growth ETF 7.3 100 -60 4.7 -0.7
CGDV Capital Group Dividend Value ETF 7.3 33 7 4.5 -0.8
QLTY GMO U.S. Quality ETF 7.3 50 -10 4.6 -0.7
DARP Grizzle Growth ETF 7.3 75 -35 2.8 -2.5
DXUV Dimensional US Vector Equity ETF 7.3 28 12 6.2 +0.9
AOTG AOT Growth and Innovation ETF 7.2 75 -35 1.7 -3.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.2 9 31 4.8 -0.5
SEMG Suncoast Select Growth ETF 7.2 60 -20 4.2 -1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 7.2 28 12 5.9 +0.6
ULVM VictoryShares US Value Momentum ETF 7.2 20 20 7.3 +2.0
GINN Goldman Sachs Innovate Equity ETF 7.2 52 -12 3.6 -1.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 7.1 49 -9 5.8 +0.5
RDVY First Trust Rising Dividend Achievers ETF 7.1 50 -10 6.8 +1.5
LRGF iShares U.S. Equity Factor ETF 7.1 8 32 5.4 +0.0
WOMN Impact Shares YWCA Women's Empowerment ETF 7.1 75 -35 5.4 +0.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 7.1 25 15 11.0 +5.7
EVUS iShares ESG Aware MSCI USA Value ETF 7.1 18 22 6.5 +1.2
ANEW ProShares MSCI Transformational Changes ETF 7.1 45 -5 6.1 +0.8
DSI iShares MSCI KLD 400 Social ETF 7.0 25 15 4.8 -0.5
RPG Invesco S&P 500 Pure Growth ETF 7.0 35 5 3.2 -2.1
SSPY Syntax Stratified LargeCap ETF 7.0 30 10 6.7 +1.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 7.0 65 -25 6.4 +1.1
AESR Anfield U.S. Equity Sector Rotation ETF 6.9 108 -68 3.0 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.9 20 20 5.6 +0.2
VUSE Vident U.S. Equity Strategy ETF 6.9 50 -10 4.5 -0.9
YALL God Bless America ETF 6.9 65 -25 3.6 -1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.8 45 -5 2.6 -2.8
MDLV Morgan Dempsey Large Cap Value ETF 6.8 58 -18 7.4 +2.1
CHAT Roundhill Generative AI & Technology ETF 6.8 75 -35 8.7 +3.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.8 12 28 5.1 -0.2
CHGX AXS Change Finance ESG ETF 6.8 49 -9 4.8 -0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.8 39 1 3.6 -1.7
TIME Clockwise Core Equity & Innovation ETF 6.7 95 -55 2.8 -2.5
RND First Trust Bloomberg R&D Leaders ETF 6.7 60 -20 3.5 -1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 6.7 18 22 3.8 -1.5
DUSA Davis Select U.S. Equity ETF 6.7 61 -21 7.3 +2.0
DWLD Davis Select Worldwide ETF 6.7 63 -23 7.0 +1.7
JPEF JPMorgan Equity Focus ETF 6.7 50 -10 4.2 -1.1
BELT iShares Long-Term U.S. Equity Active ETF 6.7 75 -35 3.0 -2.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 6.7 50 -10 5.3 -0.1
KLMT Invesco MSCI Global Climate 500 ETF 6.7 10 30 5.6 +0.3
ARB AltShares Merger Arbitrage ETF 6.7 77 -37 4.2 -1.1
KONG Formidable Fortress ETF 6.7 89 -49 6.0 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 6.6 50 -10 7.2 +1.9
CALF Pacer US Small Cap Cash Cows 100 ETF 6.6 59 -19 10.7 +5.4
DFLV Dimensional US Large Cap Value ETF 6.6 22 18 7.8 +2.4
HKND Humankind US Stock ETF 6.6 11 29 7.1 +1.8
DTD WisdomTree U.S. Total Dividend Fund 6.6 28 12 6.3 +1.0
ACWI iShares MSCI ACWI ETF 6.6 32 8 5.5 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 6.6 15 25 4.8 -0.5
VFMF Vanguard U.S. Multifactor ETF 6.5 18 22 7.9 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.4 25 15 5.9 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 6.4 12 28 5.9 +0.5
ZECP Zacks Earnings Consistent Portfolio ETF 6.4 55 -15 4.8 -0.5
EMOT First Trust S&P 500 Economic Moat ETF 6.3 60 -20 7.9 +2.6
EQRR ProShares Equities for Rising Rates ETF 6.3 35 5 8.0 +2.7
JGLO JPMorgan Global Select Equity ETF 6.3 33 7 5.0 -0.4
IETC iShares U.S. Tech Independence Focused ETF 6.3 18 22 3.6 -1.7
DFUV Dimensional US Marketwide Value ETF 6.3 22 18 7.5 +2.2
ABIG Argent Large Cap ETF 6.2 49 -9 5.1 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 6.2 50 -10 5.4 +0.1
BKWO BNY Mellon Women's Opportunities ETF 6.2 50 -10 3.6 -1.7
WBIY WBI Power Factor High Dividend ETF 6.1 100 -60 14.8 +9.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 6.0 61 -21 7.2 +1.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.0 39 1 3.3 -2.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.9 32 8 4.9 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.9 39 1 11.5 +6.2
VT Vanguard Total World Stock ETF 5.9 6 34 5.8 +0.5
FDWM Fidelity Women's Leadership ETF 5.9 59 -19 4.8 -0.5
TAX Cambria Tax Aware ETF 5.8 49 -9 5.0 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.8 9 31 5.6 +0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.7 7 33 7.4 +2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 5.7 80 -40 4.4 -1.0
GCOW Pacer Global Cash Cows Dividend ETF 5.6 60 -20 11.0 +5.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.6 65 -25 3.6 -1.7
LVOL American Century Low Volatility ETF 5.6 29 11 4.9 -0.4
USMV iShares MSCI USA Min Vol Factor ETF 5.6 15 25 5.9 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 -12 7.5 +2.2
ARTY iShares Future AI & Tech ETF 5.6 47 -7 3.5 -1.8
ARKW ARK Next Generation Internet ETF 5.5 87 -47 -0.4 -5.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.5 29 11 6.3 +1.0
MOTE VanEck Morningstar ESG Moat ETF 5.5 49 -9 6.1 +0.8
INCE Franklin Income Equity Focus ETF 5.5 29 11 5.6 +0.3
CGGO Capital Group Global Growth Equity ETF 5.5 47 -7 4.6 -0.7
MOAT VanEck Morningstar Wide Moat ETF 5.5 46 -6 5.8 +0.5
NULV Nuveen ESG Large-Cap Value ETF 5.4 26 14 6.4 +1.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.4 35 5 7.8 +2.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.4 38 2 7.8 +2.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.4 57 -17 3.8 -1.6
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -25 2.7 -2.6
IOO iShares Global 100 ETF 5.4 41 -1 4.7 -0.6
DVY iShares Select Dividend ETF 5.3 38 2 9.2 +3.9
CZAR Themes Natural Monopoly ETF 5.3 35 5 5.7 +0.3
BGDV Bahl & Gaynor Dividend ETF 5.3 45 -5 4.7 -0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 5.3 42 -2 5.3 +0.0
RJMG FT Raymond James Multicap Growth Equity ETF 5.2 85 -45 2.0 -3.4
QUVU Hartford Quality Value ETF 5.2 46 -6 7.3 +2.0
SNPV Xtrackers S&P 500 Value ESG ETF 5.2 15 25 6.7 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 5.1 39 1 8.3 +2.9
GLOF iShares Global Equity Factor ETF 5.1 20 20 6.3 +1.0
TMAT Main Thematic Innovation ETF 5.0 164 -124 -1.5 -6.8
JEPI JPMorgan Equity Premium Income ETF 5.0 35 5 5.7 +0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 22 5.9 +0.6
FCPI Fidelity Stocks for Inflation ETF 5.0 15 25 7.5 +2.2
TMFX Motley Fool Next Index ETF 4.9 50 -10 2.6 -2.7
JGRW Jensen Quality Growth ETF 4.9 57 -17 4.5 -0.8
QDIV Global X S&P 500 Quality Dividend ETF 4.9 20 20 8.8 +3.5
OPTZ Optimize Strategy Index ETF 4.9 50 -10 4.6 -0.7
GURU Global X Guru Index ETF 4.9 75 -35 2.9 -2.4
GOP Unusual Whales Subversive Republican Trading ETF 4.9 50 -10 5.5 +0.2
STXV Strive 1000 Value ETF 4.8 18 22 8.0 +2.7
PRXV Praxis Impact Large Cap Value ETF 4.8 36 4 6.5 +1.2
MGRO VanEck Morningstar Wide Moat Growth ETF 4.8 49 -9 4.6 -0.7
FBCV Fidelity Blue Chip Value ETF 4.8 59 -19 7.4 +2.1
DUHP Dimensional US High Profitability ETF 4.7 21 19 6.3 +1.0
MVAL VanEck Morningstar Wide Moat Value ETF 4.7 49 -9 6.6 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 4.7 13 27 2.9 -2.4
REVS Columbia Research Enhanced Value ETF 4.7 19 21 7.6 +2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.7 20 20 6.5 +1.2
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 6.7 +1.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.7 19 21 5.3 -0.0
DIV Global X SuperDividend US ETF 4.6 45 -5 12.0 +6.6
DGT SPDR Global Dow ETF 4.6 50 -10 6.9 +1.6
JHDV John Hancock U.S. High Dividend ETF 4.6 34 6 6.5 +1.2
SWP SWP Growth & Income ETF 4.6 99 -59 4.0 -1.3
SAGP Strategas Global Policy Opportunities ETF 4.5 65 -25 5.4 +0.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.5 20 20 4.4 -0.9
SYLD Cambria Shareholder Yield ETF 4.4 59 -19 11.7 +6.4
JOET Virtus Terranova US Quality Momentum ETF 4.4 29 11 4.7 -0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 4.4 12 28 6.5 +1.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 4.4 5 35 8.0 +2.7
ACTV LeaderShares Activist Leaders ETF 4.4 75 -35 5.4 +0.1
RSP Invesco S&P 500 Equal Weight ETF 4.4 20 20 6.6 +1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.3 60 -20 3.9 -1.4
JAVA JPMorgan Active Value ETF 4.3 44 -4 6.4 +1.1
SCHD Schwab US Dividend Equity ETF 4.3 6 34 9.8 +4.5
ACVF American Conservative Values ETF 4.3 75 -35 4.3 -1.0
BDIV AAM Brentview Dividend Growth ETF 4.2 49 -9 4.5 -0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 4.2 35 5 5.1 -0.2
MGV Vanguard Mega Cap Value ETF 4.2 7 33 6.6 +1.3
ODDS Pacer BlueStar Digital Entertainment ETF 4.1 60 -20 2.1 -3.2
FTC First Trust Large Cap Growth AlphaDEX Fund 4.1 59 -19 2.7 -2.6
SAMM Strategas Macro Momentum ETF 4.1 66 -26 2.3 -3.0
PEXL Pacer US Export Leaders ETF 4.1 60 -20 4.5 -0.8
BOUT Innovator IBD Breakout Opportunities ETF 4.1 81 -41 2.7 -2.6
VFVA Vanguard U.S. Value Factor ETF 4.1 13 27 10.9 +5.5
LIVR Intelligent Livermore ETF 4.0 69 -29 5.2 -0.1
DIVB iShares Core Dividend ETF 4.0 5 35 8.2 +2.9
SMRI Bushido Capital US Equity ETF 4.0 71 -31 9.6 +4.2
HDV iShares Core High Dividend ETF 4.0 8 32 7.3 +2.0
DURA VanEck Durable High Dividend ETF 4.0 29 11 8.6 +3.3
TBG TBG Dividend Focus ETF 4.0 59 -19 7.9 +2.6
DHS WisdomTree U.S. High Dividend Fund 4.0 38 2 8.1 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 4.0 35 5 5.9 +0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.0 40 0 5.9 +0.6
SRHQ SRH U.S. Quality ETF 3.9 35 5 7.6 +2.3
ICAP InfraCap Equity Income Fund ETF 3.9 171 -131 6.1 +0.8
VOOV Vanguard S&P 500 Value ETF 3.9 7 33 6.3 +1.0
IVE iShares S&P 500 Value ETF 3.9 18 22 6.2 +0.9
SPYV SPDR Portfolio S&P 500 Value ETF 3.9 4 36 6.3 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.8 7 33 9.9 +4.6
GVLU Gotham 1000 Value ETF 3.8 50 -10 8.9 +3.6
ECML Euclidean Fundamental Value ETF 3.8 95 -55 11.2 +5.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.8 20 20 4.5 -0.8
VTV Vanguard Value ETF 3.7 4 36 6.8 +1.5
IUSV iShares Core S&P US Value ETF 3.7 4 36 6.5 +1.2
NUDV Nuveen ESG Dividend ETF 3.7 26 14 7.7 +2.4
XITK SPDR FactSet Innovative Technology ETF 3.7 45 -5 -0.3 -5.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.6 12 28 5.8 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 3.6 20 20 6.8 +1.5
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -19 8.9 +3.6
JSTC Adasina Social Justice All Cap Global ETF 3.6 89 -49 4.8 -0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.6 35 5 5.9 +0.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.6 59 -19 5.8 +0.5
ACWV iShares MSCI Global Min Vol Factor ETF 3.5 20 20 6.2 +0.9
DEUS Xtrackers Russell US Multifactor ETF 3.5 17 23 7.1 +1.7
SIXG Defiance Connective Technologies ETF 3.5 30 10 3.5 -1.8
HAPY Harbor Human Capital Factor Unconstrained ETF 3.5 50 -10 5.6 +0.3
SPGP Invesco S&P 500 GARP ETF 3.5 34 6 6.5 +1.2
GDIV Harbor Dividend Growth Leaders ETF 3.4 50 -10 5.2 -0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.4 60 -20 6.9 +1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.4 52 -12 6.3 +1.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -15 4.3 -1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.4 38 2 6.3 +1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.4 18 22 7.7 +2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 3.4 20 20 6.3 +1.0
SKYY First Trust Cloud Computing ETF 3.3 60 -20 2.7 -2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.6 +2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 31 6.1 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 36 6.7 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 31 6.1 +0.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.2 60 -20 3.9 -1.4
FTGS First Trust Growth Strength ETF 3.2 60 -20 5.0 -0.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.2 60 -20 5.3 +0.0
SIZE iShares MSCI USA Size Factor ETF 3.1 15 25 6.1 +0.8
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.5 -0.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.1 49 -9 4.6 -0.7
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -30 1.1 -4.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.0 45 -5 4.4 -1.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 9 6.9 +1.6
FMDE Fidelity Enhanced Mid Cap ETF 3.0 23 17 5.7 +0.4
DRIV Global X Autonomous & Electric Vehicles ETF 3.0 68 -28 4.9 -0.4
CLNR IQ Cleaner Transport ETF 3.0 45 -5 6.6 +1.3
HART IQ Healthy Hearts ETF 3.0 45 -5 6.7 +1.4
IVES Wedbush ETFMG Global Cloud Technology ETF 3.0 68 -28 6.7 +1.4
SYNB Putnam BioRevolution ETF 3.0 70 -30 2.9 -2.4
CARZ First Trust NASDAQ Global Auto Index Fund 3.0 70 -30 4.7 -0.6
WISE Themes Generative Artificial Intelligence ETF 3.0 35 5 0.4 -4.9
CLOD Themes Cloud Computing ETF 3.0 35 5 3.1 -2.2
MVPA Miller Value Partners Appreciation ETF 3.0 60 -20 9.2 +3.9
RVER Trenchless Fund ETF 3.0 65 -25 4.3 -1.0
FMTM MarketDesk Focused U.S. Momentum ETF 3.0 45 -5 3.6 -1.7
VAMO Cambria Value & Momentum ETF 2.9 61 -21 5.8 +0.5
ABEQ Absolute Select Value ETF 2.9 85 -45 4.7 -0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.9 70 -30 4.6 -0.7
TRFM AAM Transformers ETF 2.9 49 -9 1.3 -4.1
DEW WisdomTree Global High Dividend Fund 2.9 58 -18 8.3 +3.0
FDVV Fidelity High Dividend ETF 2.9 15 25 7.6 +2.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.9 29 11 6.5 +1.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.9 60 -20 3.7 -1.7
FLDZ RiverNorth Patriot ETF 2.8 75 -35 6.1 +0.8
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 15 5.4 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 15 5.5 +0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -20 7.4 +2.1
CCMG CCM Global Equity ETF 2.8 34 6 8.3 +3.0
SPHB Invesco S&P 500 High Beta ETF 2.8 25 15 4.6 -0.8
ALTL Pacer Lunt Large Cap Alternator ETF 2.7 60 -20 4.2 -1.1
AIVC Amplify Bloomberg AI Value Chain ETF 2.7 59 -19 5.2 -0.1
SDY SPDR S&P Dividend ETF 2.7 35 5 6.7 +1.4
VYM Vanguard High Dividend Yield Index ETF 2.7 6 34 7.0 +1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.7 65 -25 2.0 -3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 2.7 80 -40 6.2 +0.9
ONEO SPDR Russell 1000 Momentum Focus ETF 2.7 20 20 7.0 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.6 65 -25 3.5 -1.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.6 65 -25 -1.4 -6.7
SFYX SoFi Next 500 ETF 2.6 0 40 5.7 +0.4
FXL First Trust Technology AlphaDEX Fund 2.6 61 -21 5.3 -0.1
VFLO VictoryShares Free Cash Flow ETF 2.5 39 1 10.4 +5.1
IWS iShares Russell Mid-Cap Value ETF 2.5 23 17 6.8 +1.4
IGV iShares Expanded Tech-Software Sector ETF 2.5 41 -1 2.6 -2.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 22 6.9 +1.6
OCFS Otter Creek Focus Strategy ETF 2.5 85 -45 4.1 -1.2
VOE Vanguard Mid-Cap Value ETF 2.5 7 33 7.6 +2.3
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 1 8.5 +3.1
ETHO Etho Climate Leadership U.S. ETF 2.4 47 -7 5.3 -0.0
IWR iShares Russell Midcap ETF 2.4 19 21 5.8 +0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 34 4.0 -1.3
EZM WisdomTree U.S. MidCap Fund 2.4 38 2 9.0 +3.7
BFOR ALPS Barron's 400 ETF 2.4 65 -25 6.0 +0.7
VO Vanguard Mid-Cap ETF 2.4 4 36 5.7 +0.4
MOTO SmartETFs Smart Transportation & Technology ETF 2.4 68 -28 7.2 +1.9
FBOT Fidelity Disruptive Automation ETF 2.4 50 -10 3.6 -1.7
USSE Segall Bryant & Hamill Select Equity ETF 2.4 65 -25 4.3 -1.1
PCGG Polen Capital Global Growth ETF 2.4 85 -45 3.8 -1.6
ASLV Allspring Special Large Value ETF 2.4 35 5 6.4 +1.1
AGQI First Trust Active Global Quality Income ETF 2.4 85 -45 4.8 -0.5
TMFG Motley Fool Global Opportunities ETF 2.4 85 -45 3.9 -1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -24 2.2 -3.1
VOT Vanguard Mid-Cap Growth ETF 2.4 7 33 3.6 -1.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.3 75 -35 7.3 +2.0
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 -2 6.4 +1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 52 -12 10.3 +5.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 25 4.6 -0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 10 8.3 +3.0
ARKK ARK Innovation ETF 2.3 75 -35 -2.5 -7.8
ARKF ARK Fintech Innovation ETF 2.2 75 -35 -0.4 -5.8
PKW Invesco Buyback Achievers ETF 2.2 62 -22 7.2 +1.9
FTCS First Trust Capital Strength ETF 2.2 55 -15 5.9 +0.6
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 17 3.4 -1.9
IMCB iShares Morningstar Mid-Cap ETF 2.2 4 36 6.1 +0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.2 15 25 6.0 +0.7
DIA SPDR Dow Jones Industrial Average ETF Trust 2.1 16 24 5.5 +0.2
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 -9 6.6 +1.3
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 27 6.4 +1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -20 4.9 -0.4
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -35 -0.3 -5.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.0 65 -25 7.9 +2.6
PY Principal Value ETF 2.0 15 25 7.2 +1.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 34 8.1 +2.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.0 20 20 2.4 -2.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 0 5.4 +0.1
FSMD Fidelity Small-Mid Multifactor ETF 1.9 15 25 7.0 +1.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 20 7.7 +2.4
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 30 4.6 -0.7
IEDI iShares U.S. Consumer Focused ETF 1.9 18 22 5.3 -0.0
CLOU Global X Cloud Computing ETF 1.8 68 -28 2.2 -3.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.8 75 -35 0.4 -4.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.8 55 -15 10.1 +4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -27 9.9 +4.5
RUNN Running Oak Efficient Growth ETF 1.7 58 -18 4.9 -0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 13 7.1 +1.7
FVD First Trust Value Line Dividend Index Fund 1.7 65 -25 6.3 +1.0
STXM Strive Mid-Cap ETF 1.7 18 22 6.1 +0.8
TXS Texas Capital Texas Equity Index ETF 1.7 49 -9 5.6 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.6 70 -30 4.8 -0.5
LQPE PEO AlphaQuest Thematic PE ETF 1.6 125 -85 5.1 -0.2
FPX First Trust US Equity Opportunities ETF 1.6 61 -21 1.0 -4.4
NXTG First Trust Indxx NextG ETF 1.6 70 -30 5.2 -0.1
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -40 5.8 +0.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 8.2 +2.9
FLV American Century Focused Large Cap Value ETF 1.6 42 -2 6.6 +1.3
NIXT Research Affiliates Deletions ETF 1.6 9 31 8.6 +3.3
XSW SPDR S&P Software & Services ETF 1.6 35 5 2.2 -3.2
QTUM Defiance Quantum ETF 1.6 40 0 5.3 -0.0
UFO Procure Space ETF 1.6 75 -35 0.2 -5.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 36 6.1 +0.8
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.6 +1.3
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 2 8.9 +3.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.4 49 -9 11.2 +5.9
RNSC Furst Trust Small Cap US Equity Select ETF 1.4 60 -20 6.0 +0.7
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -32 6.6 +1.3
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.1 +3.8
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -20 6.6 +1.2
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 20 8.7 +3.4
NBDS Neuberger Berman Disrupters ETF 1.2 55 -15 0.7 -4.6
PFM Invesco Dividend Achievers ETF 1.2 53 -13 5.2 -0.1
DGRO iShares Core Dividend Growth ETF 1.2 8 32 6.5 +1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -30 2.8 -2.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 9.4 +4.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.2 60 -20 7.5 +2.2
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.2 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 1.1 20 20 9.5 +4.2
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 36 6.6 +1.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.1 61 -21 1.3 -4.0
FSCS First Trust SMID Capital Strength ETF 1.1 60 -20 7.1 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 6.0 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 15 7.6 +2.3
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -25 8.3 +3.0
WCEO Hypatia Women CEO ETF 1.0 85 -45 3.8 -1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 7.9 +2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 10 6.5 +1.2
TTAC FCF US Quality ETF 1.0 59 -19 6.3 +1.0
CVAR Cultivar ETF 1.0 87 -47 6.8 +1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.0 25 15 7.8 +2.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.0 75 -35 3.0 -2.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.0 24 16 8.1 +2.8
DTEC ALPS Disruptive Technologies ETF 0.9 50 -10 3.9 -1.4
VBR Vanguard Small Cap Value ETF 0.9 7 33 9.1 +3.8
GINX SGI Enhanced Global Income ETF 0.9 98 -58 7.0 +1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 22 8.7 +3.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 23 5.7 +0.4
SURE AdvisorShares Insiders Advantage ETF 0.9 90 -50 9.5 +4.2
VB Vanguard Small-Cap ETF 0.9 5 35 6.1 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 30 8.9 +3.6
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 25 8.7 +3.4
PDP Invesco Dorsey Wright Momentum ETF 0.9 62 -22 3.8 -1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 16 7.7 +2.4
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -15 11.8 +6.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.5 +5.2
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.3 0.0
VBK Vanguard Small-Cap Growth ETF 0.8 7 33 1.9 -3.4
SMMD iShares Russell 2500 ETF 0.8 15 25 6.1 +0.8
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.6 +1.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.7 35 5 7.2 +1.9
XT iShares Exponential Technologies ETF 0.7 46 -6 4.8 -0.5
ABFL Abacus FCF Leaders ETF 0.7 59 -19 5.2 -0.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 2.9 -2.4
ISCB iShares Morningstar Small-Cap ETF 0.7 4 36 6.2 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 9.3 +4.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 25 7.2 +1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 28 7.1 +1.8
PTL Inspire 500 ETF 0.6 9 31 5.1 -0.2
USCF Themes US Cash Flow Champions ETF 0.6 29 11 8.6 +3.3
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 9.2 +3.9
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 16 7.1 +1.8
IJH iShares Core S&P Mid-Cap ETF 0.6 5 35 7.3 +2.0
VIG Vanguard Dividend Appreciation ETF 0.6 5 35 5.5 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 33 7.4 +2.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 -12 5.6 +0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 58 -18 5.5 +0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 37 7.3 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -20 5.4 +0.1
LGCF Themes US Cash Flow Champions ETF 0.6 30 10 8.3 +2.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 15 8.2 +2.9
PRAY FIS Christian Stock Fund 0.5 69 -29 5.1 -0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -20 7.3 +2.0
DFAS Dimensional U.S. Small Cap ETF 0.5 26 14 6.4 +1.1
FFTY Innovator IBD 50 ETF 0.5 80 -40 -2.3 -7.7
SPHQ Invesco S&P 500 Quality ETF 0.5 15 25 5.5 +0.2
SCHA Schwab U.S. Small-Cap ETF 0.5 4 36 5.9 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 7.9 +2.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 9.3 +4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 23 5.9 +0.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 30 6.0 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 25 5.9 +0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 5.3 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 25 5.8 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 9.7 +4.4
VXF Vanguard Extended Market ETF 0.2 5 35 4.6 -0.7
IBLC iShares Blockchain and Tech ETF 0.2 47 -7 -2.7 -8.0
STXD Strive 1000 Dividend Growth ETF 0.1 35 5 4.8 -0.6
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 10.0 +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 5.3 %
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.