Invesco S&P 500 Equal Weight Communication Services ETF
ALTAR
Score™		 5.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.6x P/Sales
ratio		 1.5x
P/BV
ratio		 2.2x Div.
yield		 1.4%


  • 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) $69
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 25
Wgt avg mkt cap (mns) $297,356
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 6.6 %
PARAMOUNT SKYDANCE CORP 5.5 %
ELECTRONIC ARTS INC 5.2 %
TRADE DESK, INC. CLASS A 4.9 %
CHARTER COMMUNICATIONS, INC. CLASS 4.7 %
TAKE-TWO INTERACTIVE SOFTWRE 4.6 %
OMNICOM GROUP 4.5 %
INTERPUBLIC GROUP OF COS INC 4.5 %
TKO GROUP HOLDINGS, INC. CLASS A 4.4 %
VERIZON COMMUNICATIONS INC 4.4 %
Total 49.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.4% 10.4% 1.0% -- 7.0%

Market Correlations
versus... Beta R-squared
S&P500 0.55 26%
MSCI EAFE 0.38 17%
MSCI Emg. Mkts. 0.24 11%

Technical Indicators
Recent close $37.50
30d moving avg. $38.05
Annualized volatility 16.7%
Short interest (ETF) 0.7%
Short interest (Underlying) 5.5%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 13
Turnover 0.7%
Bid/Ask (% of price) 0.35%
ADV underlying (mns) $15,021

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 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™: 5.7%


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
(%)
FCOM Fidelity MSCI Communication Services Index ETF 45.1 8 32 4.4 -1.2
VOX Vanguard Communication Services ETF 44.0 9 31 4.4 -1.3
IXP iShares Global Comm Services ETF 36.8 42 -2 5.5 -0.2
GXPC Global X PureCap MSCI Communication Services ETF 23.8 25 15 3.8 -1.8
BNGE First Trust S-Network Streaming and Gaming ETF 21.4 70 -30 3.0 -2.7
FDCF Fidelity Disruptive Communications ETF 20.3 50 -10 1.7 -3.9
PEJ Invesco Leisure and Entertainment ETF 19.7 58 -18 0.9 -4.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 17.0 49 -9 4.9 -0.8
IYZ iShares U.S. Telecommunications ETF 16.7 40 0 5.3 -0.4
PNQI Invesco NASDAQ Internet ETF 14.7 60 -20 3.7 -2.0
BWEB Bitwise Web3 ETF 14.5 85 -45 -0.1 -5.8
ACSI American Customer Satisfaction ETF 14.0 65 -25 4.5 -1.2
GGME Invesco Next Gen Media and Gaming ETF 13.9 60 -20 4.1 -1.5
OND ProShares On-Demand ETF 13.8 58 -18 0.4 -5.2
QQQ Invesco QQQ Trust Series I 13.6 20 20 3.0 -2.7
QQQM Invesco NASDAQ 100 ETF 13.5 15 25 3.0 -2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.5 15 25 4.1 -1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 13.4 80 -40 5.5 -0.2
DEMZ Democratic Large Cap Core ETF 13.1 45 -5 3.7 -1.9
FDN First Trust Dow Jones Internet Index Fund 12.7 52 -12 2.5 -3.2
FDND FT Vest Dow Jones Internet & Target Income ETF 12.7 75 -35 2.4 -3.2
XPND First Trust Expanded Technology ETF 12.7 65 -25 2.5 -3.1
STRN SMART Trend 25 ETF 12.6 59 -19 2.1 -3.5
QQMG Invesco ESG NASDAQ 100 ETF 12.2 20 20 2.9 -2.7
FPAG FPA Global Equity ETF 12.0 49 -9 5.7 +0.1
ITAN Sparkline Intangible Value ETF 12.0 50 -10 5.6 -0.0
METV Roundhill Ball Metaverse ETF 12.0 59 -19 7.5 +1.8
TOGA Tremblant Global ETF 11.9 69 -29 -0.2 -5.8
DGRW WisdomTree US Quality Dividend Growth Fund 11.9 28 12 4.8 -0.8
XLG Invesco S&P 500 Top 50 ETF 11.7 20 20 3.4 -2.2
HAPI Harbor Human Capital Factor US Large Cap ETF 11.7 36 4 4.0 -1.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.5 15 25 6.3 +0.6
IVRS iShares Future Metaverse Tech and Communications ETF 11.5 47 -7 4.9 -0.8
XDAT Franklin Exponential Data ETF 11.4 50 -10 1.0 -4.6
QTOP iShares Nasdaq Top 30 Stocks ETF 11.4 20 20 2.6 -3.1
SPXT ProShares S&P 500 Ex-Technology ETF 11.4 9 31 4.9 -0.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 11.3 60 -20 4.2 -1.4
DFVX Dimensional US Large Cap Vector ETF 11.3 22 18 5.2 -0.5
CGGR Capital Group Growth ETF 11.3 39 1 2.4 -3.3
IYC iShares U.S. Consumer Discretionary ETF 11.3 40 0 3.6 -2.1
LCLG Logan Capital Broad Innovative Growth ETF 11.2 99 -59 2.6 -3.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 11.2 49 -9 6.9 +1.2
MODL VictoryShares WestEnd U.S. Sector ETF 11.1 42 -2 3.9 -1.7
EQRR ProShares Equities for Rising Rates ETF 11.0 35 5 5.4 -0.2
AOTS AOT Software Platform ETF 11.0 49 -9 4.4 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.0 29 11 3.9 -1.8
SPMO Invesco S&P 500 Momentum ETF 11.0 13 27 2.8 -2.9
FMET Fidelity Metaverse ETF 10.9 39 1 4.0 -1.7
MILN Global X Millennial Consumer ETF 10.9 50 -10 4.1 -1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.8 7 33 4.2 -1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 10.8 30 10 3.6 -2.0
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 10.7 75 -35 3.1 -2.5
AGIX KraneShares Artificial Intelligence and Technology ETF 10.7 99 -59 0.9 -4.8
MFIG Motley Fool Innovative Growth Factor ETF 10.6 50 -10 2.6 -3.1
GVIP Goldman Sachs Hedge Industry VIP ETF 10.6 45 -5 2.2 -3.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 10.6 8 32 4.2 -1.4
USMC Principal U.S. Mega-Cap ETF 10.5 12 28 3.4 -2.2
CRTC Xtrackers US National Critical Technologies ETF 10.5 35 5 4.0 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 10.4 4 36 3.2 -2.5
SOCL Global X Social Media ETF 10.3 65 -25 11.8 +6.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.3 50 -10 3.4 -2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.2 19 21 5.0 -0.7
IUS Invesco RAFI Strategic US ETF 10.1 19 21 5.5 -0.2
ARVR First Trust Indxx Metaverse ETF 10.1 70 -30 3.3 -2.3
AQLT iShares MSCI Global Quality Factor ETF 10.1 18 22 0.0 -5.7
IGM iShares Expanded Tech Sector ETF 10.0 41 -1 2.3 -3.3
KNCT Invesco Next Gen Connectivity ETF 10.0 40 0 2.5 -3.1
ONEQ Fidelity Nasdaq Composite Index ETF 9.9 21 19 2.7 -3.0
GK AdvisorShares Gerber Kawasaki ETF 9.9 75 -35 1.3 -4.4
TOPT iShares Top 20 U.S. Stocks ETF 9.9 20 20 3.1 -2.6
QUAL iShares MSCI USA Quality Factor ETF 9.9 15 25 4.4 -1.3
BUYZ Franklin Disruptive Commerce ETF 9.9 50 -10 2.4 -3.3
XLSR State Street US Sector Rotation ETF 9.8 70 -30 4.1 -1.6
BJK VanEck Gaming ETF 9.8 65 -25 4.3 -1.4
ESPO VanEck Video Gaming and eSports ETF 9.8 56 -16 6.4 +0.8
NERD Roundhill Video Games ETF 9.8 50 -10 7.8 +2.1
HERO Global X Video Games & Esports ETF 9.8 50 -10 5.7 +0.1
AVUQ Avantis U.S. Quality ETF 9.8 15 25 3.4 -2.2
MGK Vanguard Mega Cap Growth ETF 9.8 7 33 16.0 +10.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 9.8 12 28 3.3 -2.4
PBUS Invesco MSCI USA ETF 9.7 4 36 4.0 -1.6
PEXL Pacer US Export Leaders ETF 9.7 60 -20 2.8 -2.8
OGIG ALPS O'Shares Global Internet Giants ETF 9.7 48 -8 2.3 -3.4
FELC Fidelity Enhanced Large Cap Core ETF 9.7 18 22 4.2 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.7 9 31 4.2 -1.5
OEF iShares S&P 100 ETF 9.7 20 20 3.7 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 9.7 9 31 3.8 -1.8
AVSU Avantis Responsible U.S. Equity ETF 9.7 15 25 4.8 -0.9
VUG Vanguard Growth ETF 9.6 4 36 19.3 +13.6
PRXG Praxis Impact Large Cap Growth ETF 9.6 36 4 2.9 -2.7
VOOG Vanguard S&P 500 Growth ETF 9.6 7 33 17.5 +11.8
IVW iShares S&P 500 Growth ETF 9.6 18 22 2.8 -2.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 9.6 4 36 2.9 -2.8
FELG Fidelity Enhanced Large Cap Growth ETF 9.6 18 22 3.1 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 9.5 65 -25 3.2 -2.4
XTL State Street SPDR S&P Telecom ETF 9.5 35 5 1.4 -4.2
OEI Optimized Equity Income ETF 9.5 75 -35 3.5 -2.2
MFVL Motley Fool Value Factor ETF 9.5 50 -10 5.7 +0.1
VERS ProShares Metaverse ETF 9.4 58 -18 0.2 -5.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.4 30 10 9.0 +3.3
BLCV iShares Large Cap Value Active ETF 9.4 53 -13 6.3 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.4 10 30 4.1 -1.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 9.4 15 25 5.0 -0.7
IUSG iShares Core S&P U.S. Growth ETF 9.4 4 36 2.9 -2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 9.4 9 31 3.7 -1.9
ANEW ProShares MSCI Transformational Changes ETF 9.3 45 -5 4.3 -1.4
AIEQ AI Powered Equity ETF 9.3 75 -35 3.5 -2.1
HLAL Wahed FTSE USA Shariah ETF 9.3 50 -10 3.4 -2.3
SNPE Xtrackers S&P 500 ESG ETF 9.3 10 30 4.2 -1.4
FBCG Fidelity Blue Chip Growth ETF 9.3 59 -19 2.0 -3.7
DFSU Dimensional US Sustainability Core 1 ETF 9.3 18 22 4.5 -1.1
XVV iShares ESG Screened S&P 500 ETF 9.2 8 32 4.0 -1.7
ESGV Vanguard ESG U.S. Stock ETF 9.2 9 31 4.0 -1.7
KLMN Invesco MSCI North America Climate ETF 9.2 9 31 4.1 -1.5
SFYF SoFi Social 50 ETF 9.1 29 11 0.7 -5.0
FNDX Schwab Fundamental US Large Co. Index ETF 9.1 25 15 6.1 +0.4
MGC Vanguard Mega Cap ETF 9.1 7 33 3.7 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 9.1 9 31 3.9 -1.8
GQQQ Astoria US Quality Growth Kings ETF 9.1 35 5 3.1 -2.6
YLDE ClearBridge Dividend Strategy ESG ETF 9.1 60 -20 5.2 -0.4
VFMV Vanguard U.S. Minimum Volatility ETF 9.0 13 27 5.6 -0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.0 14 26 4.0 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.0 7 33 3.9 -1.7
IWL iShares Russell Top 200 ETF 9.0 15 25 3.7 -1.9
IWF iShares Russell 1000 Growth ETF 9.0 19 21 13.5 +7.9
VONG Vanguard Russell 1000 Growth ETF 9.0 7 33 3.4 -2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.0 15 25 7.5 +1.8
AVUS Avantis U.S. Equity ETF 9.0 15 25 4.6 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 9.0 0 40 4.0 -1.7
IWY iShares Russell Top 200 Growth ETF 9.0 20 20 3.4 -2.3
ILCG iShares Morningstar Growth ETF 8.9 4 36 2.9 -2.8
TMFC Motley Fool 100 Index ETF 8.9 50 -10 2.8 -2.8
SNPG Xtrackers S&P 500 Growth ESG ETF 8.9 15 25 3.7 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.9 2 38 4.0 -1.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 8.9 20 20 3.8 -1.8
EPS WisdomTree U.S. LargeCap Fund 8.9 8 32 4.6 -1.1
VOTE TCW Transform 500 ETF 8.8 5 35 4.0 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 8.8 29 11 3.9 -1.8
MAVF Matrix Advisors Value ETF 8.8 75 -35 4.8 -0.9
GGRW Gabelli Growth Innovators ETF 8.8 90 -50 1.9 -3.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.8 40 0 2.8 -2.9
PWV Invesco Large Cap Value ETF 8.8 55 -15 6.2 +0.6
IWX iShares Russell Top 200 Value ETF 8.8 20 20 4.9 -0.7
IVV iShares Core S&P 500 ETF 8.7 3 37 4.1 -1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 8.7 2 38 4.3 -1.4
SPY SPDR S&P 500 ETF 8.7 9 31 4.0 -1.7
VOO Vanguard S&P 500 ETF 8.7 3 37 4.1 -1.6
CHRI Global X S&P 500 Christian Values ETF 8.7 29 11 3.8 -1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.7 11 29 4.0 -1.7
VV Vanguard Large-Cap ETF 8.7 4 36 4.0 -1.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 8.7 25 15 4.0 -1.7
STRV Strive 500 ETF 8.7 5 35 3.9 -1.7
ILCB iShares Morningstar U.S. Equity ETF 8.7 3 37 4.0 -1.7
GXLC Global X U.S. 500 ETF 8.7 2 38 3.9 -1.7
CGUS Capital Group Core Equity ETF 8.7 33 7 3.5 -2.2
EVUS iShares ESG Aware MSCI USA Value ETF 8.6 18 22 5.5 -0.2
DHS WisdomTree U.S. High Dividend Fund 8.6 38 2 8.2 +2.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 8.6 50 -10 7.7 +2.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.5 75 -35 1.8 -3.9
LCF Touchstone US Large Cap Focused ETF 8.5 69 -29 3.5 -2.1
IWB iShares Russell 1000 ETF 8.5 15 25 4.0 -1.6
VONE Vanguard Russell 1000 ETF 8.5 7 33 4.1 -1.6
DIVZ TrueShares Low Volatility Equity Income ETF 8.5 65 -25 6.0 +0.4
DURA VanEck Durable High Dividend ETF 8.5 29 11 6.4 +0.7
IYY iShares Dow Jones U.S. ETF 8.5 20 20 3.9 -1.7
STXG Strive 1000 Growth ETF 8.5 18 22 3.1 -2.6
FNDB Schwab Fundamental US Broad Market Index ETF 8.4 25 15 6.1 +0.4
PWB Invesco Large Cap Growth ETF 8.4 56 -16 1.8 -3.8
TOPC iShares S&P 500 3% Capped ETF 8.4 15 25 4.2 -1.4
DVND Touchstone Dividend Select ETF 8.4 67 -27 5.2 -0.5
SCHX Schwab U.S. Large-Cap ETF 8.4 3 37 4.1 -1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 8.4 3 37 4.2 -1.4
SDOG ALPS Sector Dividend Dogs ETF 8.4 36 4 8.1 +2.5
DFAU Dimensional US Core Equity Market ETF 8.4 12 28 4.2 -1.5
WBIY WBI Power Factor High Dividend ETF 8.4 100 -60 12.1 +6.4
DFUS Dimensional U.S. Equity ETF 8.4 9 31 3.9 -1.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 8.3 12 28 6.1 +0.5
QBIG Invesco Top QQQ ETF 8.3 29 11 0.0 -5.7
FLQL Franklin LibertyQ U.S. Equity ETF 8.3 15 25 4.4 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 8.3 22 18 5.0 -0.7
IWV iShares Russell 3000 ETF 8.3 20 20 3.9 -1.8
SCHK Schwab 1000 Index ETF 8.3 5 35 4.1 -1.6
QLC FlexShares US Quality Large Cap Index Fund 8.3 25 15 4.4 -1.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 8.3 20 20 4.1 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.3 3 37 4.0 -1.7
VTHR Vanguard Russell 3000 ETF 8.3 7 33 4.0 -1.7
SFY SoFi Select 500 ETF 8.3 0 40 3.5 -2.1
APUE ActivePassive U.S. Equity ETF 8.3 45 -5 3.8 -1.9
VTI Vanguard Total Stock Market ETF 8.3 3 37 4.0 -1.7
WUGI AXS Esoterica NextG Economy ETF 8.2 75 -35 1.2 -4.4
PRF Invesco FTSE RAFI US 1000 ETF 8.2 34 6 5.5 -0.1
ENHU iShares Enhanced Large Cap Core Active ETF 8.2 22 18 4.0 -1.7
VSLU Applied Finance Valuation Large Cap ETF 8.2 49 -9 4.7 -0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.2 35 5 3.2 -2.4
SCHB Schwab U.S. Broad Market ETF 8.2 3 37 4.1 -1.6
FELV Fidelity Enhanced Large Cap Value ETF 8.1 18 22 5.5 -0.2
NANC Unusual Whales Subversive Democratic Trading ETF 8.1 75 -35 2.8 -2.9
GVUS Marketbeta Russell 1000 Value Equity ETF 8.1 12 28 5.3 -0.3
IGPT Invesco AI and Next Gen Software ETF 8.1 60 -20 2.0 -3.6
QVML Invesco S&P 500 QVM Multi-factor ETF 8.1 11 29 4.2 -1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.1 47 -7 4.9 -0.8
ROE Astoria US Quality Kings ETF 8.1 49 -9 5.0 -0.6
LRGE ClearBridge Large Cap Growth ESG ETF 8.0 59 -19 2.5 -3.1
USMF WisdomTree U.S. Multifactor Fund 8.0 28 12 6.3 +0.7
WLDR Affinity World Leaders Equity ETF 8.0 67 -27 5.4 -0.2
BLCR iShares Large Cap Core Active ETF 8.0 36 4 2.7 -3.0
QGRW WisdomTree U.S. Quality Growth Fund 8.0 28 12 2.6 -3.0
SGLC SGI U.S. Large Cap Core ETF 8.0 85 -45 3.5 -2.2
DCOR Dimensional US Core Equity 1 ETF 7.9 14 26 4.5 -1.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 7.9 60 -20 3.4 -2.3
LRGC AB US Large Cap Strategic Equities ETF 7.9 48 -8 3.7 -1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.9 25 15 5.5 -0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 7.9 28 12 5.3 -0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 7.9 9 31 4.3 -1.4
ILCV iShares Morningstar Value ETF 7.8 4 36 5.3 -0.4
AQEC AQE Core ETF 7.8 49 -9 5.4 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 7.8 13 27 8.5 +2.9
NULV Nuveen ESG Large-Cap Value ETF 7.8 26 14 5.0 -0.6
IWD iShares Russell 1000 Value ETF 7.8 19 21 5.3 -0.4
GSPY Gotham Enhanced 500 ETF 7.7 50 -10 4.2 -1.4
TOK iShares MSCI Kokusai ETF 7.7 26 14 4.1 -1.5
VONV Vanguard Russell 1000 Value ETF 7.7 7 33 5.4 -0.3
MBCC Monarch Blue Chips Core ETF 7.7 125 -85 3.6 -2.1
OALC OneAscent Large Cap Core ETF 7.7 86 -46 3.2 -2.4
KOCG FIS Knights of Columbus Global Belief ETF 7.7 75 -35 4.4 -1.2
QLTY GMO U.S. Quality ETF 7.7 50 -10 3.9 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 7.6 75 -35 3.0 -2.7
RAYD Rayliant Quantitative Developed Market Equity ETF 7.6 80 -40 3.6 -2.0
FFOG Franklin Focused Growth ETF 7.6 61 -21 1.4 -4.2
JGLO JPMorgan Global Select Equity ETF 7.6 33 7 4.2 -1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.6 25 15 4.8 -0.9
INRO iShares U.S. Industry Rotation Active ETF 7.6 42 -2 3.4 -2.3
COWZ Pacer US Cash Cows 100 ETF 7.5 49 -9 7.6 +1.9
JHML John Hancock Multifactor Large Cap ETF 7.5 29 11 4.3 -1.3
RPV Invesco S&P 500 Pure Value ETF 7.5 35 5 8.7 +3.1
HDUS Hartford Disciplined US Equity ETF 7.5 19 21 4.6 -1.1
EQWL Invesco S&P 100 Equal Weight ETF 7.5 25 15 5.3 -0.4
SPVM Invesco S&P 500 Value with Momentum ETF 7.5 39 1 6.3 +0.7
TIME Clockwise Core Equity & Innovation ETF 7.5 95 -55 1.9 -3.7
URTH iShares MSCI World ETF 7.5 24 16 4.2 -1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 7.5 45 -5 9.0 +3.4
EBI Longview Advantage ETF 7.5 35 5 5.8 +0.1
RWL Invesco S&P 500 Revenue ETF 7.5 39 1 5.7 +0.0
ROUS Hartford Multifactor US Equity ETF 7.5 19 21 5.2 -0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.4 48 -8 5.6 -0.1
BUZZ VanEck Social Sentiment ETF 7.4 75 -35 -0.7 -6.3
LYLD Cambria Large Cap Shareholder Yield ETF 7.4 59 -19 8.3 +2.7
AUSF Global X Adaptive U.S. Factor ETF 7.4 27 13 8.2 +2.5
DIVN Horizon Dividend Income ETF 7.4 70 -30 6.5 +0.9
SPDV AAM S&P 500 High Dividend Value ETF 7.4 29 11 10.7 +5.0
LGRO Level Four Large Cap Growth Active ETF 7.4 55 -15 3.4 -2.2
QWLD SPDR MSCI World StrategicFactors ETF 7.4 30 10 5.1 -0.5
DTD WisdomTree U.S. Total Dividend Fund 7.4 28 12 5.6 -0.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 7.3 5 35 7.1 +1.4
CGDV Capital Group Dividend Value ETF 7.3 33 7 3.7 -1.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 7.3 58 -18 2.9 -2.8
CSTK Invesco Comstock Contrarian Equity ETF 7.3 35 5 5.8 +0.1
YALL God Bless America ETF 7.2 65 -25 4.3 -1.4
AIQ Global X Artificial Intelligence & Technology ETF 7.2 68 -28 2.3 -3.4
NULC Nuveen ESG Large-Cap ETF 7.2 21 19 3.8 -1.9
SXQG ETC 6 Meridian Quality Growth ETF 7.2 100 -60 2.9 -2.8
TOV JLens 500 Jewish Advocacy U.S. ETF 7.2 18 22 3.8 -1.9
THRO iShares U.S. Thematic Rotation Active ETF 7.2 90 -50 2.9 -2.7
DIVY Sound Equity Dividend Income ETF 7.2 45 -5 8.1 +2.4
CAML Congress Large Cap Growth ETF 7.1 66 -26 2.3 -3.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.1 9 31 4.0 -1.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.1 60 -20 9.1 +3.4
SPMV Invesco S&P 500 Minimum Variance ETF 7.1 10 30 5.2 -0.4
RECS Columbia Research Enhanced Core ETF 7.1 15 25 5.2 -0.5
IYW iShares U.S. Technology ETF 7.1 40 0 2.6 -3.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 7.1 12 28 3.5 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.1 20 20 4.5 -1.1
LRND IQ U.S. Large Cap R&D Leaders ETF 7.0 14 26 3.7 -2.0
RVRB Reverb ETF 7.0 30 10 3.9 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 7.0 29 11 6.0 +0.3
AVLV Avantis U.S. Large Cap Value ETF 7.0 15 25 5.7 0.0
JAVA JPMorgan Active Value ETF 7.0 44 -4 5.5 -0.2
RND First Trust Bloomberg R&D Leaders ETF 7.0 60 -20 2.4 -3.3
JPEF JPMorgan Equity Focus ETF 7.0 50 -10 3.7 -2.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.0 10 30 3.4 -2.2
USRD Themes US R&D Champions ETF 7.0 29 11 3.5 -2.1
DSPY Tema S&P 500 Historical Weight ETF 6.9 18 22 4.3 -1.4
FEGE First Eagle Global Equity ETF 6.9 79 -39 5.9 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 6.9 49 -9 3.5 -2.2
REVS Columbia Research Enhanced Value ETF 6.9 19 21 6.6 +0.9
DFAC Dimensional U.S. Core Equity 2 ETF 6.9 17 23 4.5 -1.1
VLUE iShares MSCI USA Value Factor ETF 6.9 15 25 5.8 +0.1
ESGU iShares ESG Aware MSCI USA ETF 6.9 15 25 4.0 -1.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.9 15 25 7.1 +1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 6.8 60 -20 8.6 +2.9
VALQ American Century U.S. Quality Value ETF 6.8 29 11 6.9 +1.3
FFLC Fidelity Fundamental Large Cap Core ETF 6.8 38 2 3.7 -1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.8 60 -20 5.8 +0.1
IETC iShares U.S. Tech Independence Focused ETF 6.8 18 22 2.7 -3.0
AGRW Allspring LT Large Growth ETF 6.8 35 5 3.1 -2.6
RGEF Rockefeller Global Equity ETF 6.8 55 -15 3.7 -2.0
YOKE Yoke Core ETF 6.8 42 -2 3.6 -2.1
JGRO JPMorgan Active Growth ETF 6.8 44 -4 2.3 -3.4
GRNY Fundstrat Granny Shots US Large Cap ETF 6.7 75 -35 2.1 -3.6
RAUS RACWI US ETF 6.7 15 25 4.0 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 6.7 15 25 5.6 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.7 20 20 4.1 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 6.7 12 28 3.2 -2.5
IVES Wedbush ETFMG Global Cloud Technology ETF 6.6 68 -28 3.1 -2.6
DUNK Dana Unconstrained Equity ETF 6.6 75 -35 1.8 -3.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.6 65 -25 3.5 -2.2
RPG Invesco S&P 500 Pure Growth ETF 6.6 35 5 2.4 -3.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.6 12 28 4.3 -1.4
DXUV Dimensional US Vector Equity ETF 6.6 28 12 5.1 -0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.6 39 1 3.7 -2.0
KRMA Global X Conscious Companies ETF 6.6 43 -3 4.9 -0.7
CHGX AXS Change Finance ESG ETF 6.6 49 -9 4.1 -1.6
ACWI iShares MSCI ACWI ETF 6.6 32 8 4.5 -1.2
JVAL JPMorgan U.S. Value Factor ETF 6.6 12 28 6.5 +0.8
FQAL Fidelity Quality Factor ETF 6.5 15 25 4.7 -1.0
LOGO Alpha Brands Consumption Leaders ETF 6.5 69 -29 2.5 -3.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 6.5 49 -9 4.9 -0.8
XNTK State Street SPDR NYSE Technology ETF 6.5 35 5 2.2 -3.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.5 52 -12 5.0 -0.7
FDLO Fidelity Low Volatility Factor ETF 6.5 15 25 4.8 -0.9
GINN Goldman Sachs Innovate Equity ETF 6.5 52 -12 3.5 -2.1
SAGP Strategas Global Policy Opportunities ETF 6.5 65 -25 4.8 -0.8
BGRO iShares Large Cap Growth Active ETF 6.5 55 -15 1.7 -3.9
ARB AltShares Merger Arbitrage ETF 6.5 77 -37 2.6 -3.0
EQIN Columbia US Equity Income ETF 6.5 35 5 6.1 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.4 10 30 4.1 -1.6
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 30 4.8 -0.9
FVAL Fidelity Value Factor ETF 6.4 15 25 5.7 +0.1
AOTG AOT Growth and Innovation ETF 6.3 75 -35 1.1 -4.6
QDF FlexShares Quality Dividend Index Fund 6.3 37 3 5.2 -0.5
SUSL iShares ESG MSCI USA Leaders ETF 6.3 10 30 4.1 -1.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.3 49 -9 3.6 -2.1
FLRG Fidelity U.S. Multifactor ETF 6.3 15 25 5.7 +0.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.3 25 15 10.9 +5.2
ADME Aptus Drawdown Managed Equity ETF 6.3 79 -39 3.2 -2.5
VUSE Vident U.S. Equity Strategy ETF 6.3 50 -10 3.6 -2.1
LRGF iShares U.S. Equity Factor ETF 6.3 8 32 4.4 -1.2
QDEF FlexShares Quality Dividend Defensive Index Fund 6.2 37 3 5.3 -0.4
VEGN US Vegan Climate ETF 6.2 60 -20 3.0 -2.6
FBCV Fidelity Blue Chip Value ETF 6.2 59 -19 5.8 +0.1
KAT Scharf ETF 6.2 87 -47 6.2 +0.5
EDOW First Trust Dow 30 Equal Weight ETF 6.2 50 -10 4.6 -1.1
DUSA Davis Select U.S. Equity ETF 6.2 61 -21 6.9 +1.3
KONG Formidable Fortress ETF 6.2 89 -49 5.1 -0.5
IWFG IQ Winslow Focused Large Cap Growth ETF 6.2 65 -25 2.0 -3.6
BELT iShares Long-Term U.S. Equity Active ETF 6.2 75 -35 2.1 -3.6
WRND IQ Global Equity R&D Leaders ETF 6.1 18 22 3.8 -1.9
SUSA iShares MSCI USA ESG Select ETF 6.0 25 15 3.8 -1.8
UDI USCF Dividend Income Fund 6.0 65 -25 6.7 +1.1
ODDS Pacer BlueStar Digital Entertainment ETF 6.0 60 -20 4.5 -1.2
DAK Dakota Active Equity ETF 6.0 43 -3 3.6 -2.0
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 1 9.3 +3.7
SEMG Suncoast Select Growth ETF 6.0 60 -20 3.7 -2.0
JEPI JPMorgan Equity Premium Income ETF 6.0 35 5 5.2 -0.5
DSI iShares MSCI KLD 400 Social ETF 6.0 25 15 4.0 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 5.9 75 -35 4.7 -1.0
SCHD Schwab US Dividend Equity ETF 5.9 6 34 8.0 +2.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.9 45 -5 1.6 -4.1
GKAT Scharf Global Opportunity ETF 5.9 57 -17 5.6 -0.1
FUNL CornerCap Fundametrics Large-Cap ETF 5.9 50 -10 6.2 +0.6
DIVE Dana Concentrated Dividend ETF 5.9 65 -25 6.9 +1.3
SSPY Syntax Stratified LargeCap ETF 5.9 30 10 6.0 +0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.8 7 33 6.5 +0.8
FSST Fidelity Sustainable U.S. Equity ETF 5.8 59 -19 3.4 -2.2
VT Vanguard Total World Stock ETF 5.8 6 34 4.8 -0.8
SWP SWP Growth & Income ETF 5.8 99 -59 4.1 -1.6
MDLV Morgan Dempsey Large Cap Value ETF 5.8 58 -18 5.8 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.8 39 1 9.5 +3.8
DUHP Dimensional US High Profitability ETF 5.7 21 19 5.0 -0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.7 9 31 4.7 -1.0
VUSV Vanguard Wellington U.S. Value Active ETF 5.7 30 10 5.7 +0.0
FDG American Century Focused Dynamic Growth ETF 5.7 45 -5 1.6 -4.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.7 79 -39 3.9 -1.7
FFND Future Fund Active ETF 5.6 100 -60 4.2 -1.5
SFTY Horizon Managed Risk ETF 5.6 77 -37 3.4 -2.3
RFFC ALPS Active Equity Opportunity ETF 5.6 48 -8 3.6 -2.1
STOX Horizon Core Equity ETF 5.6 70 -30 3.5 -2.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.6 50 -10 4.1 -1.5
FDMO Fidelity Momentum Factor ETF 5.6 15 25 2.3 -3.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.5 29 11 6.7 +1.0
DWLD Davis Select Worldwide ETF 5.5 63 -23 6.4 +0.8
PSET Principal Quality ETF 5.5 15 25 4.8 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 5.5 15 25 2.2 -3.5
SNPV Xtrackers S&P 500 Value ESG ETF 5.5 15 25 5.5 -0.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 5.4 30 10 3.9 -1.7
GQI Natixis Gateway Quality Income ETF 5.4 34 6 4.5 -1.2
GCOW Pacer Global Cash Cows Dividend ETF 5.4 60 -20 9.1 +3.5
WTV WisdomTree US Value ETF 5.4 12 28 7.6 +1.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.4 20 20 3.8 -1.8
PY Principal Value ETF 5.4 15 25 7.0 +1.3
TAX Cambria Tax Aware ETF 5.3 49 -9 4.0 -1.7
FDTX Fidelity Disruptive Technology ETF 5.3 50 -10 1.4 -4.3
GURU Global X Guru Index ETF 5.3 75 -35 2.3 -3.3
DVY iShares Select Dividend ETF 5.2 38 2 8.1 +2.4
QGRO American Century U.S. Quality Growth ETF 5.2 29 11 3.8 -1.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.1 19 21 4.6 -1.0
ARKW ARK Next Generation Internet ETF 5.1 87 -47 0.6 -5.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 5.1 60 -20 0.8 -4.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.1 35 5 5.7 +0.0
NUMG Nuveen ESG Mid-Cap Growth ETF 5.1 31 9 1.7 -4.0
USMV iShares MSCI USA Min Vol Factor ETF 5.1 15 25 5.2 -0.4
ABIG Argent Large Cap ETF 5.0 49 -9 4.2 -1.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.0 15 25 4.1 -1.6
VUSG Vanguard Wellington U.S. Growth Active ETF 5.0 35 5 2.3 -3.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.9 60 -20 4.2 -1.5
CHAT Roundhill Generative AI & Technology ETF 4.9 75 -35 3.4 -2.3
JQUA JPMorgan U.S. Quality Factor ETF 4.9 12 28 4.8 -0.9
CALF Pacer US Small Cap Cash Cows 100 ETF 4.9 59 -19 8.8 +3.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.9 18 22 5.0 -0.7
JHDV John Hancock U.S. High Dividend ETF 4.9 34 6 5.7 0.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.8 59 -19 7.6 +2.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.8 7 33 10.1 +4.5
QUVU Hartford Quality Value ETF 4.8 46 -6 5.6 -0.1
BGDV Bahl & Gaynor Dividend ETF 4.8 45 -5 3.9 -1.8
DSTL Distillate US Fundamental Stability & Value ETF 4.7 39 1 7.7 +2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.7 29 11 5.4 -0.2
RDVY First Trust Rising Dividend Achievers ETF 4.7 50 -10 5.1 -0.6
VFLO VictoryShares Free Cash Flow ETF 4.7 39 1 7.0 +1.3
LST Leuthold Select Industries ETF 4.6 91 -51 4.6 -1.1
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -15 4.8 -0.8
SGRT SMART Earnings Growth 30 ETF 4.5 59 -19 2.0 -3.6
IOO iShares Global 100 ETF 4.5 41 -1 3.6 -2.0
FCPI Fidelity Stocks for Inflation ETF 4.5 15 25 5.7 +0.0
SURE AdvisorShares Insiders Advantage ETF 4.5 90 -50 7.7 +2.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.4 55 -15 4.0 -1.6
EQL Alps Equal Sector Weight ETF 4.4 25 15 5.1 -0.6
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 4.4 79 -39 3.3 -2.4
JGRW Jensen Quality Growth ETF 4.4 57 -17 4.0 -1.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.5 -0.2
VNSE Natixis Vaughan Nelson Select ETF 4.3 80 -40 3.2 -2.5
GLOF iShares Global Equity Factor ETF 4.3 20 20 5.4 -0.3
DFUV Dimensional US Marketwide Value ETF 4.3 22 18 6.0 +0.3
BDIV AAM Brentview Dividend Growth ETF 4.3 49 -9 3.7 -2.0
RSP Invesco S&P 500 Equal Weight ETF 4.3 20 20 5.8 +0.1
DIVB iShares Core Dividend ETF 4.2 5 35 6.8 +1.1
DARP Grizzle Growth ETF 4.2 75 -35 1.5 -4.2
DFLV Dimensional US Large Cap Value ETF 4.2 22 18 6.0 +0.3
RVER Trenchless Fund ETF 4.1 65 -25 0.5 -5.2
FFF Founders 100 ETF 4.1 75 -35 2.2 -3.4
ABEQ Absolute Select Value ETF 4.1 85 -45 4.5 -1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.1 15 25 2.8 -2.8
XT iShares Exponential Technologies ETF 4.1 46 -6 3.6 -2.0
STXV Strive 1000 Value ETF 4.1 18 22 6.8 +1.1
PCGG Polen Capital Global Growth ETF 4.0 85 -45 3.7 -1.9
VFVA Vanguard U.S. Value Factor ETF 4.0 13 27 9.3 +3.7
CGGO Capital Group Global Growth Equity ETF 4.0 47 -7 3.8 -1.9
LIVR Intelligent Livermore ETF 3.9 69 -29 3.0 -2.7
NUDV Nuveen ESG Dividend ETF 3.9 26 14 6.0 +0.4
LOWV AB US Low Volatility Equity ETF 3.9 48 -8 4.3 -1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 -9 2.7 -2.9
PRXV Praxis Impact Large Cap Value ETF 3.9 36 4 5.5 -0.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.9 31 9 5.5 -0.2
USEW Cambria US EW ETF 3.8 30 10 4.0 -1.6
ISHP First Trust Nasdaq Retail ETF 3.8 60 -20 5.3 -0.4
FLV American Century Focused Large Cap Value ETF 3.8 42 -2 6.0 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.8 20 20 4.5 -1.1
EMOT First Trust S&P 500 Economic Moat ETF 3.8 60 -20 7.8 +2.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.8 59 -19 8.2 +2.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.8 29 11 7.1 +1.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.8 27 13 6.6 +1.0
DIV Global X SuperDividend US ETF 3.8 45 -5 9.7 +4.0
FDVV Fidelity High Dividend ETF 3.7 15 25 6.5 +0.9
VDIG Vanguard Wellington Dividend Growth Active ETF 3.7 40 0 4.4 -1.3
EQAL Invesco Russell 1000 Equal Weight ETF 3.7 20 20 6.0 +0.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 3.6 57 -17 2.1 -3.6
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 20 7.9 +2.2
RJDI RJ Eagle Dividend Select Income ETF 3.5 55 -15 4.4 -1.3
FTGS First Trust Growth Strength ETF 3.5 60 -20 3.5 -2.1
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 6.0 +0.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.5 35 5 7.0 +1.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.5 38 2 7.0 +1.3
INCE Franklin Income Equity Focus ETF 3.5 29 11 5.2 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.5 56 -16 6.7 +1.0
SMRI Bushido Capital US Equity ETF 3.5 71 -31 7.1 +1.5
SIXG Defiance Connective Technologies ETF 3.5 30 10 2.8 -2.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.4 65 -25 5.1 -0.6
TBG TBG Dividend Focus ETF 3.4 59 -19 6.2 +0.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.4 61 -21 7.8 +2.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.4 12 28 5.7 +0.1
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 -10 4.1 -1.5
SPGP Invesco S&P 500 GARP ETF 3.3 34 6 5.6 -0.1
BEEX BeeHive ETF 3.3 84 -44 3.6 -2.0
ACVF American Conservative Values ETF 3.3 75 -35 3.5 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 3.3 20 20 5.7 +0.0
ICAP InfraCap Equity Income Fund ETF 3.3 171 -131 4.3 -1.4
DGT State Street SPDR Global Dow ETF 3.3 50 -10 5.5 -0.2
FDWM Fidelity Women's Leadership ETF 3.3 59 -19 3.8 -1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 5.1 -0.5
MGV Vanguard Mega Cap Value ETF 3.2 7 33 5.4 -0.3
VYM Vanguard High Dividend Yield Index ETF 3.2 6 34 5.9 +0.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.2 4 36 5.6 -0.0
TEXN iShares Texas Equity ETF 3.2 20 20 4.8 -0.9
IVE iShares S&P 500 Value ETF 3.2 18 22 5.5 -0.2
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 11 3.7 -1.9
VOOV Vanguard S&P 500 Value ETF 3.1 7 33 5.6 -0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 25 6.4 +0.7
PDP Invesco Dorsey Wright Momentum ETF 3.0 62 -22 1.4 -4.3
VTV Vanguard Value ETF 3.0 4 36 5.8 +0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 5 4.2 -1.5
IGV iShares Expanded Tech-Software Sector ETF 3.0 41 -1 2.9 -2.7
HGRO Hedgeye Quality Growth ETF 3.0 70 -30 3.2 -2.5
IUSV iShares Core S&P US Value ETF 3.0 4 36 5.8 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 31 5.4 -0.3
GEW Cambria Global EW ETF 3.0 29 11 5.3 -0.4
YNOT Horizon Digital Frontier ETF 3.0 75 -35 2.2 -3.4
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.0 60 -20 3.3 -2.4
SKYY First Trust Cloud Computing ETF 2.9 60 -20 2.4 -3.3
DEUS Xtrackers Russell US Multifactor ETF 2.9 17 23 6.4 +0.7
XITK State Street SPDR FactSet Innovative Technology ETF 2.9 45 -5 0.0 -5.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -19 4.8 -0.8
TMFG Motley Fool Global Opportunities ETF 2.8 85 -45 3.7 -1.9
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 -30 0.7 -5.0
TRFM AAM Transformers ETF 2.8 49 -9 0.8 -4.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.4 -1.2
SYLD Cambria Shareholder Yield ETF 2.8 59 -19 10.3 +4.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 -20 4.6 -1.0
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 15 5.2 -0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.7 25 15 4.9 -0.7
SIZE iShares MSCI USA Size Factor ETF 2.7 15 25 5.4 -0.3
PRAY FIS Christian Stock Fund 2.7 69 -29 3.8 -1.9
SPHB Invesco S&P 500 High Beta ETF 2.7 25 15 3.3 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.7 38 2 5.1 -0.6
DFNV Donoghue Forlines Innovation ETF 2.7 69 -29 4.3 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 2.6 35 5 5.3 -0.4
VFMF Vanguard U.S. Multifactor ETF 2.6 18 22 6.5 +0.9
EGUS iShares ESG Aware MSCI USA Growth ETF 2.6 18 22 2.8 -2.8
PTF Invesco Dorsey Wright Technology Momentum ETF 2.6 60 -20 -0.9 -6.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.6 65 -25 4.3 -1.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.6 40 0 5.2 -0.4
CDIG City Different Investments Global Equity ETF 2.6 75 -35 -1.6 -7.2
ARKF ARK Fintech Innovation ETF 2.6 75 -35 0.2 -5.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 22 6.8 +1.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 8.9 +3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.5 30 10 7.6 +2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.5 45 -5 3.3 -2.3
SPIT F/m Emerald Special Situations ETF 2.5 105 -65 -0.7 -6.4
CLNR IQ Cleaner Transport ETF 2.5 45 -5 3.9 -1.7
HART IQ Healthy Hearts ETF 2.5 45 -5 5.8 +0.2
SAMT Strategas Macro Thematic Opportunities ETF 2.5 65 -25 2.1 -3.5
CARZ First Trust NASDAQ Global Auto Index Fund 2.5 70 -30 1.9 -3.7
BOUT Innovator IBD Breakout Opportunities ETF 2.5 81 -41 2.7 -2.9
WISE Themes Generative Artificial Intelligence ETF 2.5 35 5 -0.4 -6.0
CLOD Themes Cloud Computing ETF 2.5 35 5 2.8 -2.9
RW Rainwater Equity ETF 2.5 125 -85 2.9 -2.8
AFOS ARS Focused Opportunities Strategy ETF 2.5 45 -5 1.8 -3.8
DRIV Global X Autonomous & Electric Vehicles ETF 2.5 68 -28 2.6 -3.1
BAI iShares AI Innovation and Tech Active ETF 2.5 55 -15 0.7 -4.9
FPX First Trust US Equity Opportunities ETF 2.5 61 -21 0.7 -4.9
NULG Nuveen ESG Large-Cap Growth ETF 2.5 26 14 2.7 -3.0
SDY State Street SPDR S&P Dividend ETF 2.5 35 5 6.1 +0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.5 60 -20 4.5 -1.2
PKW Invesco Buyback Achievers ETF 2.5 62 -22 7.3 +1.7
FLDZ RiverNorth Patriot ETF 2.4 75 -35 5.6 -0.0
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 34 7.0 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 2.4 67 -27 8.7 +3.0
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 1 7.4 +1.8
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 -6 5.5 -0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 25 3.7 -2.0
ECML Euclidean Fundamental Value ETF 2.3 95 -55 8.9 +3.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.3 60 -20 6.1 +0.4
BOTZ Global X Robotics & Artificial Intelligence ETF 2.3 69 -29 1.7 -4.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.3 0 40 7.2 +1.6
FTCS First Trust Capital Strength ETF 2.3 55 -15 5.7 +0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.2 20 20 5.8 +0.2
VFMO Vanguard U.S. Momentum Factor ETF 2.2 13 27 1.6 -4.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 -9 4.3 -1.4
HUMN Roundhill Humanoid Robotics ETF 2.2 75 -35 0.9 -4.7
AKAF The Frontier Economic Fund 2.1 20 20 5.1 -0.6
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 22 5.9 +0.3
VOE Vanguard Mid-Cap Value ETF 2.1 7 33 6.8 +1.1
VO Vanguard Mid-Cap ETF 2.1 4 36 20.6 +15.0
VOT Vanguard Mid-Cap Growth ETF 2.1 7 33 2.9 -2.7
GVLU Gotham 1000 Value ETF 2.1 50 -10 8.2 +2.5
IWS iShares Russell Mid-Cap Value ETF 2.1 23 17 5.9 +0.3
IWR iShares Russell Midcap ETF 2.0 19 21 5.3 -0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 5.1 -0.6
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 30 3.6 -2.1
DON WisdomTree U.S. MidCap Dividend Fund 2.0 38 2 8.1 +2.5
MOTO SmartETFs Smart Transportation & Technology ETF 2.0 68 -28 4.8 -0.9
FBOT Fidelity Disruptive Automation ETF 2.0 50 -10 2.7 -2.9
USSE Segall Bryant & Hamill Select Equity ETF 2.0 65 -25 2.8 -2.9
ASLV Allspring Special Large Value ETF 2.0 35 5 5.1 -0.5
ARKQ ARK Autonomous Technology & Robotics ETF 2.0 75 -35 0.7 -4.9
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -35 -0.1 -5.7
AGQI First Trust Active Global Quality Income ETF 2.0 85 -45 6.3 +0.6
AGIQ Sofi Agentic AI ETF 2.0 69 -29 6.3 +0.6
MFMO Motley Fool Momentum Factor ETF 2.0 50 -10 1.8 -3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -25 1.2 -4.5
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 17 5.3 -0.4
MBOX Freedom Day Dividend ETF 2.0 39 1 6.7 +1.0
DEW WisdomTree Global High Dividend Fund 2.0 58 -18 7.3 +1.6
FFTY Innovator IBD 50 ETF 2.0 80 -40 -0.1 -5.7
ARKK ARK Innovation ETF 1.9 75 -35 -2.8 -8.5
LGCF Themes US Cash Flow Champions ETF 1.9 30 10 7.3 +1.6
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 36 5.5 -0.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -12 7.8 +2.1
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 36 5.1 -0.6
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 17 2.8 -2.9
VAMO Cambria Value & Momentum ETF 1.8 61 -21 5.3 -0.4
DIA SPDR Dow Jones Industrial Average ETF 1.8 16 24 4.7 -1.0
FXL First Trust Technology AlphaDEX Fund 1.8 61 -21 4.5 -1.2
AIVC Amplify Bloomberg AI Value Chain ETF 1.8 59 -19 2.9 -2.8
RUNN Running Oak Efficient Growth ETF 1.7 58 -18 4.9 -0.8
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 27 5.5 -0.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.4 +1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -25 6.9 +1.2
CIBR First Trust NASDAQ Cybersecurity ETF 1.7 60 -20 3.2 -2.5
CLOU Global X Cloud Computing ETF 1.7 68 -28 2.2 -3.4
IEDI iShares U.S. Consumer Focused ETF 1.7 18 22 5.3 -0.4
WDIV SPDR S&P Global Dividend ETF 1.6 40 0 8.9 +3.3
XOEF iShares S&P 500 ex S&P 100 ETF 1.6 20 20 4.6 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 -2 5.3 -0.3
TXS Texas Capital Texas Equity Index ETF 1.5 49 -9 4.9 -0.7
ETHO Etho Climate Leadership U.S. ETF 1.5 47 -7 4.1 -1.5
BFOR ALPS Barron's 400 ETF 1.5 65 -25 4.9 -0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 1.4 80 -40 3.6 -2.0
SFGV Sequoia Global Value ETF 1.4 23 17 7.0 +1.4
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 5.1 -0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.4 70 -30 4.8 -0.9
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -30 10.4 +4.8
XSW State Street SPDR S&P Software & Services ETF 1.3 35 5 2.5 -3.1
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -32 5.9 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 16 7.1 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -19 1.6 -4.0
IQM Franklin Intelligent Machines ETF 1.3 50 -10 0.9 -4.7
CZAR Themes Natural Monopoly ETF 1.3 35 5 5.3 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.3 6 34 3.2 -2.5
FVD First Trust Value Line Dividend Index Fund 1.2 65 -25 5.8 +0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 7.9 +2.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -9 7.8 +2.2
PFM Invesco Dividend Achievers ETF 1.2 53 -13 4.6 -1.1
NXTG First Trust Indxx NextG ETF 1.1 70 -30 3.0 -2.6
SRHQ SRH U.S. Quality ETF 1.1 35 5 6.2 +0.6
ACEP ARS Core Equity ETF 1.1 45 -5 3.9 -1.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -20 4.6 -1.0
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.2 -1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.1 32 8 3.8 -1.9
QTUM Defiance Quantum ETF 1.0 40 0 3.2 -2.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.0 20 20 0.7 -5.0
ABOT Abacus FCF Innovation Leaders ETF 1.0 69 -29 3.5 -2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.0 +0.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.0 15 25 8.8 +3.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 -21 1.5 -4.1
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 22 8.7 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 10 30 8.8 +3.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.0 20 20 8.5 +2.9
FSGS First Trust SMID Growth Strength ETF 1.0 60 -20 4.9 -0.8
TTAC FCF US Quality ETF 0.9 59 -19 5.6 -0.1
TMFX Motley Fool Next Index ETF 0.9 50 -10 2.9 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 9.5 +3.8
NIXT Research Affiliates Deletions ETF 0.9 9 31 6.4 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 36 5.5 -0.2
VBR Vanguard Small Cap Value ETF 0.9 7 33 7.8 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -20 4.3 -1.4
SCHM Schwab U.S. Mid-Cap ETF 0.8 4 36 5.6 -0.0
BGIG Bahl & Gaynor Income Growth ETF 0.8 45 -5 4.5 -1.2
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -15 10.7 +5.1
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 20 7.2 +1.5
DTEC ALPS Disruptive Technologies ETF 0.8 50 -10 3.3 -2.3
UFO Procure Space ETF 0.8 75 -35 -0.2 -5.8
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 6.4 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 20 5.8 +0.1
ALRG Allspring LT Large Core ETF 0.8 28 12 3.4 -2.3
SIXL ETC 6 Meridian Low Beta Equity ETF 0.8 80 -40 6.1 +0.5
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -68 2.7 -3.0
VB Vanguard Small-Cap ETF 0.7 5 35 5.1 -0.6
STXM Strive Mid-Cap ETF 0.7 18 22 5.8 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -24 1.2 -4.5
CVAR Cultivar ETF 0.7 87 -47 7.1 +1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 33 5.1 -0.5
GINX SGI Enhanced Global Income ETF 0.6 98 -58 6.6 +0.9
USCF Themes US Cash Flow Champions ETF 0.6 29 11 7.8 +2.1
MNZL Manzil Russell Halal USA Broad MarketETF 0.6 40 0 3.6 -2.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -19 4.2 -1.4
VBK Vanguard Small-Cap Growth ETF 0.6 7 33 1.2 -4.5
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 7.9 +2.3
SPHQ Invesco S&P 500 Quality ETF 0.5 15 25 4.4 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.0 -0.7
SMOT VanEck Morningstar SMID Moat ETF 0.5 49 -9 6.2 +0.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 6.3 +0.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 33 6.1 +0.5
IJR iShares Core S&P Small Cap ETF 0.5 6 34 6.2 +0.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.5 35 5 4.8 -0.9
RCGE RockCreek Global Equality ETF 0.4 95 -55 6.1 +0.4
OPTZ Optimize Strategy Index ETF 0.4 50 -10 3.2 -2.5
JHSC John Hancock Multifactor Small Cap ETF 0.4 42 -2 5.9 +0.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.3 55 -15 8.8 +3.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 6.0 +0.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 23 4.8 -0.8
PTL Inspire 500 ETF 0.3 9 31 4.2 -1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 25 6.0 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 34 2.7 -3.0
SMMD iShares Russell 2500 ETF 0.3 15 25 5.3 -0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 7.7 +2.0
WSML iShares MSCI World Small-Cap ETF 0.2 15 25 5.2 -0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.2 -3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 25 4.8 -0.9
DFAS Dimensional U.S. Small Cap ETF 0.2 26 14 5.5 -0.2
WSGE Warren Street Global Equity ETF 0.2 80 -40 2.7 -2.9
ISCB iShares Morningstar Small-Cap ETF 0.1 4 36 5.3 -0.4
NUSC Nuveen ESG Small-Cap ETF 0.1 31 9 4.8 -0.9
DFSV Dimensional US Small Cap Value ETF 0.1 31 9 8.7 +3.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 3.9 -1.8
VXF Vanguard Extended Market ETF 0.1 5 35 3.6 -2.0
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 12 8.6 +2.9
LEAD Siren DIVCON Leaders Dividend ETF 0.1 43 -3 3.5 -2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 -20 6.1 +0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 58 -18 5.0 -0.7
DGRO iShares Core Dividend Growth ETF 0.0 8 32 5.5 -0.2

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

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.6 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 CATEGORY
AVERAGE		 1.57
 
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.