Invesco S&P 500 Equal Weight Communication Services ETF
ALTAR
Score™		 5.3% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.9x P/Sales
ratio		 1.6x
P/BV
ratio		 2.2x Div.
yield		 1.3%


  • 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) $73
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) $294,685
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 December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
18.4% 18.4% 6.0% -- 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.68 59%
MSCI EAFE 0.71 46%
MSCI Emg. Mkts. 0.60 37%

Technical Indicators
Recent close $39.63
30d moving avg. $39.06
Annualized volatility 16.7%
Short interest (ETF) 0.7%
Short interest (Underlying) 5.5%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 13
Turnover 0.7%
Bid/Ask (% of price) 0.32%
ADV underlying (mns) $15,021

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 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 The Communication Services Select Sector SPDR Fund 65.5 8 32 4.9 -0.4
FCOM Fidelity MSCI Communication Services Index ETF 46.4 8 32 4.1 -1.2
VOX Vanguard Communication Services ETF 45.3 9 31 4.2 -1.1
IXP iShares Global Comm Services ETF 35.6 42 -2 5.3 -0.1
GXPC Global X PureCap MSCI Communication Services ETF 26.8 25 15 3.8 -1.5
BNGE First Trust S-Network Streaming and Gaming ETF 24.1 70 -30 2.4 -3.0
IYZ iShares U.S. Telecommunications ETF 23.0 40 0 6.1 +0.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 22.6 49 -9 5.8 +0.5
FDCF Fidelity Disruptive Communications ETF 21.2 50 -10 3.3 -2.1
PEJ Invesco Leisure and Entertainment ETF 19.7 58 -18 0.9 -4.5
XPND First Trust Expanded Technology ETF 17.5 65 -25 2.9 -2.4
DEMZ Democratic Large Cap Core ETF 14.8 45 -5 3.8 -1.5
PNQI Invesco NASDAQ Internet ETF 14.7 60 -20 2.9 -2.4
ACSI American Customer Satisfaction ETF 14.6 65 -25 4.8 -0.6
BWEB Bitwise Web3 ETF 14.5 85 -45 -0.1 -5.4
LCLG Logan Capital Broad Innovative Growth ETF 14.4 99 -59 3.0 -2.4
TOGA Tremblant Global ETF 14.3 69 -29 1.2 -4.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 14.3 80 -40 6.2 +0.9
XTL State Street SPDR S&P Telecom ETF 14.3 35 5 1.2 -4.2
GGME Invesco Next Gen Media and Gaming ETF 13.9 60 -20 4.1 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.7 15 25 4.4 -0.9
QQQ Invesco QQQ Trust Series I 13.6 20 20 3.3 -2.0
QQQM Invesco NASDAQ 100 ETF 13.5 15 25 3.4 -1.9
ITAN Sparkline Intangible Value ETF 13.5 50 -10 5.6 +0.3
OND ProShares On-Demand ETF 13.3 58 -18 -0.6 -5.9
QTOP iShares Nasdaq Top 30 Stocks ETF 13.3 20 20 3.0 -2.4
COWS Amplify Cash Flow Dividend Leaders ETF 13.0 0 40 10.5 +5.2
FPAG FPA Global Equity ETF 12.9 49 -9 5.0 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.7 60 -20 4.5 -0.9
FDN First Trust Dow Jones Internet Index Fund 12.7 52 -12 2.5 -2.8
FDND FT Vest Dow Jones Internet & Target Income ETF 12.7 75 -35 2.3 -3.0
MILN Global X Millennial Consumer ETF 12.2 50 -10 3.4 -1.9
QQMG Invesco ESG NASDAQ 100 ETF 12.2 20 20 3.3 -2.0
SFYF SoFi Social 50 ETF 12.2 29 11 0.9 -4.5
SPXT ProShares S&P 500 Ex-Technology ETF 12.1 9 31 4.9 -0.5
INRO iShares U.S. Industry Rotation Active ETF 12.1 42 -2 3.9 -1.4
METV Roundhill Ball Metaverse ETF 12.0 59 -19 7.5 +2.2
DFVX Dimensional US Large Cap Vector ETF 11.9 22 18 5.4 +0.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.8 30 10 3.8 -1.5
OGIG ALPS O'Shares Global Internet Giants ETF 11.8 48 -8 1.8 -3.5
MODL VictoryShares WestEnd U.S. Sector ETF 11.8 42 -2 3.9 -1.4
GK AdvisorShares Gerber Kawasaki ETF 11.7 75 -35 2.0 -3.3
IYC iShares U.S. Consumer Discretionary ETF 11.7 40 0 3.2 -2.1
IVRS iShares Future Metaverse Tech and Communications ETF 11.7 47 -7 3.0 -2.3
XLG Invesco S&P 500 Top 50 ETF 11.7 20 20 3.5 -1.9
IGM iShares Expanded Tech Sector ETF 11.6 41 -1 2.9 -2.5
DGRW WisdomTree US Quality Dividend Growth Fund 11.5 28 12 4.9 -0.5
CGGR Capital Group Growth ETF 11.5 39 1 2.7 -2.7
MTUM iShares MSCI USA Momentum Factor ETF 11.4 15 25 2.7 -2.7
SCHG Schwab U.S. Large-Cap Growth ETF 11.4 4 36 3.0 -2.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.3 15 25 5.8 +0.5
PEXL Pacer US Export Leaders ETF 11.3 60 -20 3.9 -1.5
FELC Fidelity Enhanced Large Cap Core ETF 11.3 18 22 4.5 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.2 7 33 4.4 -0.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 11.2 75 -35 2.2 -3.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.2 8 32 4.3 -1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 11.1 60 -20 9.1 +3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.0 29 11 3.8 -1.5
ARVR First Trust Indxx Metaverse ETF 11.0 70 -30 3.4 -1.9
SPMO Invesco S&P 500 Momentum ETF 11.0 13 27 3.4 -1.9
FMET Fidelity Metaverse ETF 10.9 39 1 4.2 -1.1
XLSR State Street US Sector Rotation ETF 10.9 70 -30 4.2 -1.1
XDAT Franklin Exponential Data ETF 10.9 50 -10 1.9 -3.4
FELG Fidelity Enhanced Large Cap Growth ETF 10.9 18 22 3.7 -1.6
GLBL Pacer MSCI World Industry Advantage ETF 10.8 65 -25 3.5 -1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.8 19 21 5.4 +0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 10.8 49 -9 2.9 -2.4
COWZ Pacer US Cash Cows 100 ETF 10.8 49 -9 7.5 +2.1
ONEQ Fidelity Nasdaq Composite Index ETF 10.7 21 19 3.1 -2.3
VERS ProShares Metaverse ETF 10.7 58 -18 0.1 -5.3
TOPT iShares Top 20 U.S. Stocks ETF 10.6 20 20 3.2 -2.1
OEF iShares S&P 100 ETF 10.5 20 20 3.8 -1.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.5 50 -10 3.3 -2.1
HAPI Harbor Human Capital Factor US Large Cap ETF 10.5 36 4 4.2 -1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.4 35 5 5.1 -0.2
AIEQ AI Powered Equity ETF 10.4 75 -35 4.0 -1.3
CRTC Xtrackers US National Critical Technologies ETF 10.4 35 5 4.1 -1.2
SPXN ProShares S&P 500 Ex-Financials ETF 10.4 9 31 4.1 -1.2
SDOG ALPS Sector Dividend Dogs ETF 10.3 36 4 8.9 +3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.3 25 15 4.2 -1.2
VOOG Vanguard S&P 500 Growth ETF 10.3 7 33 3.3 -2.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 10.2 12 28 3.4 -2.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.2 40 0 3.1 -2.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 10.2 4 36 3.2 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.2 9 31 4.6 -0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 10.2 58 -18 3.9 -1.5
AVSU Avantis Responsible U.S. Equity ETF 10.2 15 25 5.0 -0.3
IVW iShares S&P 500 Growth ETF 10.2 18 22 3.1 -2.2
USMF WisdomTree U.S. Multifactor Fund 10.2 28 12 6.4 +1.1
PRXG Praxis Impact Large Cap Growth ETF 10.1 36 4 2.8 -2.5
VUG Vanguard Growth ETF 10.1 4 36 3.3 -2.1
QUAL iShares MSCI USA Quality Factor ETF 10.1 15 25 4.4 -1.0
IUSG iShares Core S&P U.S. Growth ETF 10.1 4 36 3.3 -2.0
IUS Invesco RAFI Strategic US ETF 10.1 19 21 6.1 +0.7
MGK Vanguard Mega Cap Growth ETF 10.0 7 33 3.3 -2.0
TMFC Motley Fool 100 Index ETF 10.0 50 -10 2.9 -2.5
KNCT Invesco Next Gen Connectivity ETF 10.0 40 0 4.0 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 10.0 9 31 4.0 -1.3
ESGV Vanguard ESG U.S. Stock ETF 9.9 9 31 4.1 -1.2
SXQG ETC 6 Meridian Quality Growth ETF 9.9 100 -60 3.8 -1.5
XVV iShares ESG Screened S&P 500 ETF 9.9 8 32 4.1 -1.2
SNPE Xtrackers S&P 500 ESG ETF 9.9 10 30 4.3 -1.0
USMC Principal U.S. Mega-Cap ETF 9.8 12 28 3.9 -1.4
MGC Vanguard Mega Cap ETF 9.8 7 33 3.9 -1.4
ESPO VanEck Video Gaming and eSports ETF 9.8 56 -16 4.9 -0.5
HERO Global X Video Games & Esports ETF 9.8 50 -10 4.3 -1.0
NERD Roundhill Video Games ETF 9.8 50 -10 6.2 +0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 9.8 12 28 3.6 -1.7
PBUS Invesco MSCI USA ETF 9.7 4 36 4.2 -1.1
YLDE ClearBridge Dividend Strategy ESG ETF 9.7 60 -20 5.1 -0.2
CAML Congress Large Cap Growth ETF 9.7 66 -26 2.5 -2.8
HLAL Wahed FTSE USA Shariah ETF 9.7 50 -10 3.9 -1.4
BUZZ VanEck Social Sentiment ETF 9.7 75 -35 -0.8 -6.1
AVUQ Avantis U.S. Quality ETF 9.7 15 25 3.5 -1.8
OEI Optimized Equity Income ETF 9.7 75 -35 3.2 -2.1
FNDX Schwab Fundamental US Large Co. Index ETF 9.7 25 15 6.5 +1.1
AVUS Avantis U.S. Equity ETF 9.6 15 25 5.0 -0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.6 20 20 4.3 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 9.6 9 31 4.1 -1.2
IWF iShares Russell 1000 Growth ETF 9.6 19 21 3.2 -2.2
IWL iShares Russell Top 200 ETF 9.6 15 25 3.9 -1.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.6 20 20 4.0 -1.4
VLUE iShares MSCI USA Value Factor ETF 9.6 15 25 8.0 +2.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.6 10 30 4.5 -0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 9.5 20 20 4.6 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 9.5 15 25 4.6 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 9.5 18 22 4.5 -0.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 9.5 15 25 5.0 -0.3
IWY iShares Russell Top 200 Growth ETF 9.5 20 20 3.2 -2.1
CATH Global X S&P 500 Catholic Values Custom ETF 9.5 29 11 4.0 -1.3
VOO Vanguard S&P 500 ETF 9.5 3 37 4.3 -1.1
SOCL Global X Social Media ETF 9.5 65 -25 8.9 +3.6
SPY SPDR S&P 500 ETF 9.5 9 31 4.2 -1.2
SPYM State Street SPDR Portfolio S&P 500 ETF 9.5 2 38 4.3 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 9.5 80 -40 4.4 -0.9
CHRI Global X S&P 500 Christian Values ETF 9.4 29 11 3.9 -1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.4 30 10 9.8 +4.5
VV Vanguard Large-Cap ETF 9.4 4 36 4.2 -1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.4 14 26 4.2 -1.1
STXG Strive 1000 Growth ETF 9.4 18 22 3.1 -2.2
EPS WisdomTree U.S. LargeCap Fund 9.4 8 32 5.0 -0.4
STRV Strive 500 ETF 9.4 5 35 4.1 -1.2
IVV iShares Core S&P 500 ETF 9.4 3 37 4.2 -1.1
TIME Clockwise Core Equity & Innovation ETF 9.4 95 -55 3.2 -2.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 9.4 75 -35 2.9 -2.4
IWX iShares Russell Top 200 Value ETF 9.4 20 20 5.3 -0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.4 7 33 4.2 -1.2
GXLC Global X U.S. 500 ETF 9.4 2 38 4.1 -1.2
VNSE Natixis Vaughan Nelson Select ETF 9.4 80 -40 4.1 -1.2
GSPY Gotham Enhanced 500 ETF 9.4 50 -10 4.4 -0.9
VONG Vanguard Russell 1000 Growth ETF 9.3 7 33 3.4 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.3 2 38 4.3 -1.0
VOTE TCW Transform 500 ETF 9.3 5 35 4.2 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 9.3 0 40 4.3 -1.1
SFY SoFi Select 500 ETF 9.3 0 40 3.8 -1.5
AVLV Avantis U.S. Large Cap Value ETF 9.3 15 25 6.7 +1.4
ILCB iShares Morningstar U.S. Equity ETF 9.2 3 37 4.2 -1.2
ANEW ProShares MSCI Transformational Changes ETF 9.2 45 -5 4.5 -0.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 9.2 12 28 6.6 +1.2
KLMN Invesco MSCI North America Climate ETF 9.2 9 31 4.3 -1.0
EVUS iShares ESG Aware MSCI USA Value ETF 9.1 18 22 5.7 +0.4
ROE Astoria US Quality Kings ETF 9.1 49 -9 5.6 +0.3
FBCG Fidelity Blue Chip Growth ETF 9.1 59 -19 2.2 -3.2
VONE Vanguard Russell 1000 ETF 9.1 7 33 4.3 -1.1
DFUS Dimensional U.S. Equity ETF 9.1 9 31 4.1 -1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.1 15 25 7.7 +2.4
BUYZ Franklin Disruptive Commerce ETF 9.1 50 -10 1.9 -3.4
YOKE Yoke Core ETF 9.1 42 -2 4.1 -1.3
DFAU Dimensional US Core Equity Market ETF 9.1 12 28 4.3 -1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 9.1 3 37 4.4 -0.9
IWB iShares Russell 1000 ETF 9.1 15 25 4.2 -1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.1 35 5 3.6 -1.7
SCHX Schwab U.S. Large-Cap ETF 9.0 3 37 4.3 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.0 11 29 4.2 -1.1
IYY iShares Dow Jones U.S. ETF 9.0 20 20 4.1 -1.2
RND First Trust Bloomberg R&D Leaders ETF 9.0 60 -20 2.3 -3.0
ILCG iShares Morningstar Growth ETF 9.0 4 36 3.0 -2.3
TOPC iShares S&P 500 3% Capped ETF 9.0 15 25 4.4 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 9.0 25 15 6.4 +1.1
SCHK Schwab 1000 Index ETF 8.9 5 35 4.3 -1.1
VTI Vanguard Total Stock Market ETF 8.9 3 37 4.2 -1.1
VTHR Vanguard Russell 3000 ETF 8.9 7 33 4.2 -1.1
RVER Trenchless Fund ETF 8.9 65 -25 2.3 -3.1
APUE ActivePassive U.S. Equity ETF 8.9 45 -5 3.9 -1.4
IWV iShares Russell 3000 ETF 8.9 20 20 4.1 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.8 3 37 4.2 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 8.8 18 22 6.0 +0.7
NANC Unusual Whales Subversive Democratic Trading ETF 8.8 75 -35 2.8 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 8.8 15 25 3.6 -1.7
PWV Invesco Large Cap Value ETF 8.8 55 -15 6.8 +1.5
SCHB Schwab U.S. Broad Market ETF 8.8 3 37 4.3 -1.1
DHS WisdomTree U.S. High Dividend Fund 8.8 38 2 7.4 +2.1
THRO iShares U.S. Thematic Rotation Active ETF 8.7 90 -50 3.0 -2.3
DFAC Dimensional U.S. Core Equity 2 ETF 8.7 17 23 4.7 -0.6
SGLC SGI U.S. Large Cap Core ETF 8.6 85 -45 3.3 -2.1
IWFG IQ Winslow Focused Large Cap Growth ETF 8.6 65 -25 2.4 -3.0
MAVF Matrix Advisors Value ETF 8.6 75 -35 4.9 -0.4
QLC FlexShares US Quality Large Cap Index Fund 8.6 25 15 4.5 -0.8
GVIP Goldman Sachs Hedge Industry VIP ETF 8.5 45 -5 2.6 -2.7
FDL First Trust Morningstar Dividend Leaders Index Fund 8.5 45 -5 9.9 +4.6
WUGI AXS Esoterica NextG Economy ETF 8.5 75 -35 2.3 -3.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.5 49 -9 3.4 -2.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.5 47 -7 5.8 +0.5
DIVZ TrueShares Low Volatility Equity Income ETF 8.5 65 -25 6.1 +0.7
DURA VanEck Durable High Dividend ETF 8.5 29 11 6.9 +1.5
FFOG Franklin Focused Growth ETF 8.5 61 -21 1.9 -3.5
DCOR Dimensional US Core Equity 1 ETF 8.4 14 26 4.7 -0.7
PWB Invesco Large Cap Growth ETF 8.4 56 -16 2.0 -3.4
VFMV Vanguard U.S. Minimum Volatility ETF 8.4 13 27 5.3 0.0
LCF Touchstone US Large Cap Focused ETF 8.4 69 -29 3.6 -1.7
LRGC AB US Large Cap Strategic Equities ETF 8.4 48 -8 3.8 -1.5
AUSF Global X Adaptive U.S. Factor ETF 8.4 27 13 8.1 +2.8
QBIG Invesco Top QQQ ETF 8.3 29 11 0.0 -5.3
YALL God Bless America ETF 8.3 65 -25 4.0 -1.3
VALQ American Century U.S. Quality Value ETF 8.3 29 11 6.8 +1.5
LYLD Cambria Large Cap Shareholder Yield ETF 8.3 59 -19 8.8 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 8.2 39 1 6.0 +0.7
XNTK State Street SPDR NYSE Technology ETF 8.2 35 5 2.8 -2.5
DIVN Horizon Dividend Income ETF 8.2 70 -30 6.9 +1.6
JPEF JPMorgan Equity Focus ETF 8.1 50 -10 3.8 -1.5
VONV Vanguard Russell 1000 Value ETF 8.1 7 33 5.8 +0.5
USRD Themes US R&D Champions ETF 8.1 29 11 3.9 -1.4
IGPT Invesco AI and Next Gen Software ETF 8.1 60 -20 3.3 -2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 8.1 11 29 4.4 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 8.1 28 12 3.3 -2.1
IWD iShares Russell 1000 Value ETF 8.1 19 21 5.7 +0.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.1 50 -10 4.7 -0.6
GVUS Marketbeta Russell 1000 Value Equity ETF 8.1 12 28 5.8 +0.5
BLCR iShares Large Cap Core Active ETF 8.1 36 4 3.0 -2.3
SAMM Strategas Macro Momentum ETF 8.0 66 -26 1.8 -3.5
JGLO JPMorgan Global Select Equity ETF 8.0 33 7 4.3 -1.0
CGUS Capital Group Core Equity ETF 8.0 33 7 3.8 -1.6
GQQQ Astoria US Quality Growth Kings ETF 8.0 35 5 3.7 -1.7
BGRO iShares Large Cap Growth Active ETF 8.0 55 -15 2.0 -3.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.9 49 -9 3.5 -1.8
FFLC Fidelity Fundamental Large Cap Core ETF 7.9 38 2 3.9 -1.4
IYW iShares U.S. Technology ETF 7.9 40 0 3.0 -2.3
QLV FlexShares US Quality Low Volatility Index Fund 7.9 22 18 5.1 -0.2
TOK iShares MSCI Kokusai ETF 7.9 26 14 4.3 -1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 7.9 60 -20 3.4 -2.0
VSLU Applied Finance Valuation Large Cap ETF 7.9 49 -9 4.7 -0.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.9 48 -8 5.2 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 7.9 9 31 4.5 -0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 7.9 18 22 4.0 -1.4
OALC OneAscent Large Cap Core ETF 7.9 86 -46 3.4 -2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 7.8 75 -35 3.3 -2.0
ILCV iShares Morningstar Value ETF 7.8 4 36 5.6 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.8 50 -10 7.8 +2.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.8 13 27 9.0 +3.7
NULV Nuveen ESG Large-Cap Value ETF 7.8 26 14 5.6 +0.3
LRGE ClearBridge Large Cap Growth ESG ETF 7.8 59 -19 3.3 -2.0
NACP Impact Shares NAACP Minority Empowerment ETF 7.7 49 -9 4.0 -1.3
BLCV iShares Large Cap Value Active ETF 7.7 53 -13 6.6 +1.2
MBCC Monarch Blue Chips Core ETF 7.7 125 -85 3.5 -1.9
DIVY Sound Equity Dividend Income ETF 7.7 45 -5 9.2 +3.9
WTV WisdomTree US Value Fund of Benef Interest 7.7 12 28 7.8 +2.5
KOCG FIS Knights of Columbus Global Belief ETF 7.7 75 -35 4.4 -0.9
HDUS Hartford Disciplined US Equity ETF 7.6 19 21 5.0 -0.4
LGRO Level Four Large Cap Growth Active ETF 7.6 55 -15 3.3 -2.1
JHML John Hancock Multifactor Large Cap ETF 7.6 29 11 4.7 -0.7
EBI Longview Advantage ETF 7.6 35 5 5.8 +0.5
RPV Invesco S&P 500 Pure Value ETF 7.5 35 5 9.3 +4.0
ARB AltShares Merger Arbitrage ETF 7.5 77 -37 3.7 -1.6
EQWL Invesco S&P 100 Equal Weight ETF 7.5 25 15 5.5 +0.2
SPVM Invesco S&P 500 Value with Momentum ETF 7.5 39 1 6.7 +1.4
URTH iShares MSCI World ETF 7.5 24 16 4.4 -0.9
RAUS RACWI US ETF 7.5 15 25 4.2 -1.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 7.5 30 10 4.0 -1.3
QWLD SPDR MSCI World StrategicFactors ETF 7.5 30 10 5.2 -0.2
RWL Invesco S&P 500 Revenue ETF 7.5 39 1 6.0 +0.7
GRNY Fundstrat Granny Shots US Large Cap ETF 7.4 75 -35 2.3 -3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.4 9 31 4.2 -1.2
LOGO Alpha Brands Consumption Leaders ETF 7.4 69 -29 2.5 -2.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 7.4 10 30 3.6 -1.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.4 25 15 4.7 -0.6
DSPY Tema S&P 500 Historical Weight ETF 7.4 18 22 4.5 -0.9
REVS Columbia Research Enhanced Value ETF 7.4 19 21 7.0 +1.7
VEGN US Vegan Climate ETF 7.3 60 -20 3.8 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 7.3 12 28 3.8 -1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 7.3 28 12 5.4 +0.0
FEGE First Eagle Global Equity ETF 7.3 79 -39 5.7 +0.4
CSTK Invesco Comstock Contrarian Equity ETF 7.3 35 5 6.1 +0.8
SUSA iShares MSCI USA ESG Select ETF 7.3 25 15 3.9 -1.4
FDLO Fidelity Low Volatility Factor ETF 7.3 15 25 4.8 -0.5
RVRB Reverb ETF 7.3 30 10 4.0 -1.4
RECS Columbia Research Enhanced Core ETF 7.3 15 25 5.0 -0.3
AIQ Global X Artificial Intelligence & Technology ETF 7.2 68 -28 2.9 -2.4
NULC Nuveen ESG Large-Cap ETF 7.2 21 19 4.4 -0.9
IETC iShares U.S. Tech Independence Focused ETF 7.2 18 22 2.8 -2.5
CHGX AXS Change Finance ESG ETF 7.1 49 -9 4.4 -0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.1 10 30 3.6 -1.8
DXUV Dimensional US Vector Equity ETF 7.1 28 12 5.3 -0.0
SPMV Invesco S&P 500 Minimum Variance ETF 7.1 10 30 5.0 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 7.1 14 26 4.3 -1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.1 20 20 4.8 -0.5
JGRO JPMorgan Active Growth ETF 7.1 44 -4 2.8 -2.5
KRMA Global X Conscious Companies ETF 7.0 43 -3 5.2 -0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.0 79 -39 4.8 -0.5
FLRG Fidelity U.S. Multifactor ETF 6.9 15 25 6.0 +0.7
SPDV AAM S&P 500 High Dividend Value ETF 6.9 29 11 10.8 +5.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.9 20 20 4.2 -1.2
PSET Principal Quality ETF 6.9 15 25 4.6 -0.7
FVAL Fidelity Value Factor ETF 6.9 15 25 5.8 +0.5
ADME Aptus Drawdown Managed Equity ETF 6.9 79 -39 3.3 -2.0
DTD WisdomTree U.S. Total Dividend Fund 6.9 28 12 5.7 +0.3
GKAT Scharf Global Opportunity ETF 6.9 57 -17 5.5 +0.2
FQAL Fidelity Quality Factor ETF 6.8 15 25 4.8 -0.5
LRGF iShares U.S. Equity Factor ETF 6.8 8 32 4.7 -0.6
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 -10 4.6 -0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.8 45 -5 2.1 -3.3
RAFE PIMCO RAFI ESG U.S. ETF 6.8 29 11 6.1 +0.8
WLDR Affinity World Leaders Equity ETF 6.8 67 -27 6.5 +1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.8 12 28 4.3 -1.0
FDRR Fidelity Dividend ETF for Rising Rates 6.8 15 25 6.1 +0.8
JVAL JPMorgan U.S. Value Factor ETF 6.8 12 28 7.0 +1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.8 15 25 6.3 +1.0
TAX Cambria Tax Aware ETF 6.7 49 -9 5.1 -0.3
RFFC ALPS Active Equity Opportunity ETF 6.7 48 -8 3.7 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.7 29 11 5.7 +0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.7 65 -25 2.9 -2.4
DUNK Dana Unconstrained Equity ETF 6.7 75 -35 1.8 -3.5
ESGU iShares ESG Aware MSCI USA ETF 6.7 15 25 4.1 -1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.7 15 25 3.4 -1.9
ACWI iShares MSCI ACWI ETF 6.6 32 8 4.7 -0.6
CHAT Roundhill Generative AI & Technology ETF 6.6 75 -35 6.2 +0.9
JGRW Jensen Quality Growth ETF 6.6 57 -17 3.6 -1.7
ISHP First Trust Nasdaq Retail ETF 6.6 60 -20 5.0 -0.3
IVES Wedbush ETFMG Global Cloud Technology ETF 6.6 68 -28 4.8 -0.5
QLTY GMO U.S. Quality ETF 6.6 50 -10 3.8 -1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 6.6 60 -20 4.5 -0.8
RPG Invesco S&P 500 Pure Growth ETF 6.6 35 5 2.6 -2.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.6 39 1 3.4 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 6.6 10 30 4.1 -1.2
GINN Goldman Sachs Innovate Equity ETF 6.6 52 -12 3.2 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.5 10 30 4.2 -1.2
ARKW ARK Next Generation Internet ETF 6.5 87 -47 0.6 -4.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 6.5 49 -9 4.7 -0.6
SSPY Syntax Stratified LargeCap ETF 6.5 30 10 6.0 +0.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.5 25 15 10.8 +5.5
ROUS Hartford Multifactor US Equity ETF 6.4 19 21 6.1 +0.8
GGRW Gabelli Growth Innovators ETF 6.4 90 -50 1.8 -3.5
FDMO Fidelity Momentum Factor ETF 6.4 15 25 3.0 -2.3
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 30 5.0 -0.4
OPTZ Optimize Strategy Index ETF 6.4 50 -10 4.2 -1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 6.4 75 -35 4.8 -0.5
FFND Future Fund Active ETF 6.3 100 -60 3.2 -2.2
EQIN Columbia US Equity Income ETF 6.3 35 5 6.3 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.2 25 15 5.5 +0.1
DUHP Dimensional US High Profitability ETF 6.2 21 19 5.0 -0.3
UDI USCF Dividend Income Fund 6.2 65 -25 7.3 +2.0
VUSE Vident U.S. Equity Strategy ETF 6.2 50 -10 3.5 -1.8
QGRO American Century U.S. Quality Growth ETF 6.2 29 11 3.0 -2.3
PY Principal Value ETF 6.2 15 25 6.6 +1.2
FSST Fidelity Sustainable U.S. Equity ETF 6.2 59 -19 3.6 -1.7
DUSA Davis Select U.S. Equity ETF 6.2 61 -21 6.5 +1.2
KONG Formidable Fortress ETF 6.2 89 -49 5.0 -0.4
USSE Segall Bryant & Hamill Select Equity ETF 6.2 65 -25 3.3 -2.0
AGRW Allspring LT Large Growth ETF 6.2 35 5 2.9 -2.5
BELT iShares Long-Term U.S. Equity Active ETF 6.2 75 -35 2.3 -3.1
RGEF Rockefeller Global Equity ETF 6.1 55 -15 3.9 -1.4
QVAL Alpha Architect US Quantitative Value ETF 6.1 39 1 8.7 +3.4
DSI iShares MSCI KLD 400 Social ETF 6.1 25 15 4.1 -1.2
SEMG Suncoast Select Growth ETF 6.1 60 -20 3.3 -2.1
FBCV Fidelity Blue Chip Value ETF 6.1 59 -19 6.6 +1.2
WRND IQ Global Equity R&D Leaders ETF 6.1 18 22 6.6 +1.3
DWLD Davis Select Worldwide ETF 6.1 63 -23 6.3 +1.0
WBIY WBI Power Factor High Dividend ETF 6.1 100 -60 12.6 +7.2
FUNL CornerCap Fundametrics Large-Cap ETF 6.1 50 -10 6.4 +1.1
DVND Touchstone Dividend Select ETF 6.1 67 -27 5.0 -0.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 6.0 61 -21 6.3 +1.0
FDTX Fidelity Disruptive Technology ETF 6.0 50 -10 2.0 -3.3
GCOW Pacer Global Cash Cows Dividend ETF 6.0 60 -20 9.9 +4.5
VT Vanguard Total World Stock ETF 6.0 6 34 5.1 -0.2
JEPI JPMorgan Equity Premium Income ETF 6.0 35 5 5.0 -0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.9 9 31 4.9 -0.4
QDF FlexShares Quality Dividend Index Fund 5.9 37 3 5.4 +0.1
BEEX BeeHive ETF 5.9 84 -44 3.6 -1.7
MDLV Morgan Dempsey Large Cap Value ETF 5.9 58 -18 6.7 +1.3
QDEF FlexShares Quality Dividend Defensive Index Fund 5.9 37 3 5.3 -0.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.8 7 33 6.9 +1.5
AOTG AOT Growth and Innovation ETF 5.8 75 -35 1.4 -3.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.8 65 -25 1.8 -3.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.8 39 1 11.0 +5.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.7 60 -20 3.4 -2.0
GURU Global X Guru Index ETF 5.7 75 -35 2.4 -2.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.7 19 21 4.8 -0.5
ODDS Pacer BlueStar Digital Entertainment ETF 5.7 60 -20 2.8 -2.6
DARP Grizzle Growth ETF 5.6 75 -35 2.0 -3.3
RDVY First Trust Rising Dividend Achievers ETF 5.6 50 -10 5.3 -0.0
SNPV Xtrackers S&P 500 Value ESG ETF 5.6 15 25 6.1 +0.8
AFLG First Trust Active Factor Large Cap ETF 5.5 55 -15 5.4 +0.1
DFLV Dimensional US Large Cap Value ETF 5.5 22 18 6.6 +1.3
KAT Scharf ETF 5.5 87 -47 4.6 -0.7
SAMT Strategas Macro Thematic Opportunities ETF 5.5 65 -25 2.1 -3.2
DFUV Dimensional US Marketwide Value ETF 5.5 22 18 6.5 +1.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.5 29 11 6.5 +1.2
GQI Natixis Gateway Quality Income ETF 5.5 34 6 4.2 -1.2
DIVB iShares Core Dividend ETF 5.5 5 35 7.4 +2.1
EQRR ProShares Equities for Rising Rates ETF 5.4 35 5 6.8 +1.4
SFTY Horizon Managed Risk ETF 5.4 77 -37 3.5 -1.8
STOX Horizon Core Equity ETF 5.4 70 -30 3.6 -1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.3 32 8 4.3 -1.0
ABIG Argent Large Cap ETF 5.3 49 -9 4.1 -1.3
DAK Dakota Active Equity ETF 5.2 43 -3 3.7 -1.6
QUVU Hartford Quality Value ETF 5.2 46 -6 6.7 +1.3
BGDV Bahl & Gaynor Dividend ETF 5.1 45 -5 4.0 -1.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 5.1 60 -20 1.1 -4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.1 15 25 4.2 -1.1
NUMG Nuveen ESG Mid-Cap Growth ETF 5.1 31 9 2.2 -3.1
RJMG FT Raymond James Multicap Growth Equity ETF 5.1 85 -45 2.2 -3.1
SWP SWP Growth & Income ETF 5.0 99 -59 3.7 -1.6
USMV iShares MSCI USA Min Vol Factor ETF 5.0 15 25 5.1 -0.3
FTGS First Trust Growth Strength ETF 5.0 60 -20 3.6 -1.7
JAVA JPMorgan Active Value ETF 5.0 44 -4 5.5 +0.2
DSTL Distillate US Fundamental Stability & Value ETF 4.9 39 1 7.4 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.9 18 22 5.0 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 4.9 42 -2 4.7 -0.6
JQUA JPMorgan U.S. Quality Factor ETF 4.8 12 28 5.1 -0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.7 60 -20 5.3 -0.1
CGDV Capital Group Dividend Value ETF 4.7 33 7 4.0 -1.3
DIVE Dana Concentrated Dividend ETF 4.7 65 -25 6.8 +1.5
GLOF iShares Global Equity Factor ETF 4.7 20 20 5.9 +0.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.7 57 -17 3.2 -2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.6 56 -16 5.9 +0.6
FCPI Fidelity Stocks for Inflation ETF 4.6 15 25 6.9 +1.6
BDIV AAM Brentview Dividend Growth ETF 4.6 49 -9 3.8 -1.6
STRN SMART Trend 25 ETF 4.5 59 -19 2.6 -2.7
IOO iShares Global 100 ETF 4.5 41 -1 3.9 -1.4
ICAP InfraCap Equity Income Fund ETF 4.5 171 -131 3.9 -1.4
VFMF Vanguard U.S. Multifactor ETF 4.5 18 22 6.8 +1.4
CZAR Themes Natural Monopoly ETF 4.4 35 5 4.9 -0.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 4.4 5 35 7.3 +1.9
PRXV Praxis Impact Large Cap Value ETF 4.4 36 4 5.9 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.7 +0.3
GOP Unusual Whales Subversive Republican Trading ETF 4.3 50 -10 4.7 -0.6
XT iShares Exponential Technologies ETF 4.3 46 -6 4.2 -1.2
JHDV John Hancock U.S. High Dividend ETF 4.3 34 6 6.1 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 -19 1.6 -3.8
STXV Strive 1000 Value ETF 4.3 18 22 7.3 +1.9
LOWV AB US Low Volatility Equity ETF 4.3 48 -8 4.6 -0.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.3 39 1 1.3 -4.0
FLV American Century Focused Large Cap Value ETF 4.3 42 -2 6.2 +0.9
RSP Invesco S&P 500 Equal Weight ETF 4.3 20 20 6.0 +0.7
LST Leuthold Select Industries ETF 4.2 91 -51 4.8 -0.5
DIV Global X SuperDividend US ETF 4.2 45 -5 10.9 +5.6
ULVM VictoryShares US Value Momentum ETF 4.2 20 20 6.6 +1.3
NUMV Nuveen ESG Mid-Cap Value ETF 4.1 31 9 6.2 +0.9
INCE Franklin Income Equity Focus ETF 4.1 29 11 5.1 -0.2
JOET Virtus Terranova US Quality Momentum ETF 4.1 29 11 4.2 -1.1
TBG TBG Dividend Focus ETF 4.0 59 -19 7.3 +2.0
TEXN iShares Texas Equity ETF 4.0 20 20 5.7 +0.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.0 60 -20 8.8 +3.5
SCHD Schwab US Dividend Equity ETF 4.0 6 34 9.1 +3.8
EMOT First Trust S&P 500 Economic Moat ETF 4.0 60 -20 6.6 +1.2
DVY iShares Select Dividend ETF 4.0 38 2 8.5 +3.2
FTA First Trust Large Cap Value AlphaDEX Fund 3.9 59 -19 8.0 +2.6
LIVR Intelligent Livermore ETF 3.9 69 -29 2.9 -2.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.9 12 28 5.5 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 3.9 20 20 8.3 +3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.9 35 5 7.3 +2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.9 38 2 7.3 +2.0
ZECP Zacks Earnings Consistent Portfolio ETF 3.9 55 -15 4.2 -1.1
SAGP Strategas Global Policy Opportunities ETF 3.9 65 -25 4.7 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.9 9 31 5.5 +0.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.8 20 20 3.6 -1.7
SIXG Defiance Connective Technologies ETF 3.7 30 10 3.5 -1.9
RJDI RJ Eagle GCM Dividend Select Income ETF 3.7 55 -15 4.9 -0.4
EQAL Invesco Russell 1000 Equal Weight ETF 3.7 20 20 6.5 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 3.6 59 -19 5.1 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 27 2.5 -2.8
ACVF American Conservative Values ETF 3.6 75 -35 3.6 -1.7
MGV Vanguard Mega Cap Value ETF 3.6 7 33 5.8 +0.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.6 4 36 5.6 +0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.6 27 13 6.9 +1.5
DGT State Street SPDR Global Dow ETF 3.6 50 -10 6.0 +0.7
VOOV Vanguard S&P 500 Value ETF 3.5 7 33 5.6 +0.3
IVE iShares S&P 500 Value ETF 3.5 18 22 5.5 +0.2
VTV Vanguard Value ETF 3.5 4 36 6.1 +0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 3.5 35 5 4.5 -0.8
CGGO Capital Group Global Growth Equity ETF 3.4 47 -7 3.8 -1.5
ABOT Abacus FCF Innovation Leaders ETF 3.4 69 -29 4.1 -1.2
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 20 5.4 +0.1
FDWM Fidelity Women's Leadership ETF 3.4 59 -19 4.2 -1.2
IUSV iShares Core S&P US Value ETF 3.4 4 36 5.7 +0.4
VFVA Vanguard U.S. Value Factor ETF 3.4 13 27 9.5 +4.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.2 +1.9
SPGP Invesco S&P 500 GARP ETF 3.3 34 6 5.7 +0.4
CFA VictoryShares US 500 Volatility Wtd ETF 3.3 35 5 5.4 +0.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.3 40 0 5.3 -0.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.3 52 -12 5.6 +0.3
NUDV Nuveen ESG Dividend ETF 3.3 26 14 6.8 +1.5
YNOT Horizon Digital Frontier ETF 3.3 75 -35 2.5 -2.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.3 29 11 6.0 +0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.2 38 2 5.7 +0.4
LOUP Innovator Deepwater Frontier Tech ETF 3.2 70 -30 0.6 -4.7
GVLU Gotham 1000 Value ETF 3.2 50 -10 8.3 +3.0
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 31 5.6 +0.2
SYLD Cambria Shareholder Yield ETF 3.1 59 -19 11.3 +6.0
FXL First Trust Technology AlphaDEX Fund 3.1 61 -21 4.8 -0.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.1 59 -19 9.2 +3.9
VOE Vanguard Mid-Cap Value ETF 3.1 7 33 7.0 +1.7
SIZE iShares MSCI USA Size Factor ETF 3.1 15 25 5.5 +0.2
HUMN Roundhill Humanoid Robotics ETF 3.1 75 -35 1.0 -4.4
SKYY First Trust Cloud Computing ETF 3.1 60 -20 2.5 -2.8
XITK State Street SPDR FactSet Innovative Technology ETF 3.1 45 -5 0.7 -4.6
PDP Invesco Dorsey Wright Momentum ETF 3.0 62 -22 1.5 -3.9
FMKT The Free Markets ETF 3.0 76 -36 3.9 -1.4
DEUS Xtrackers Russell US Multifactor ETF 3.0 17 23 6.1 +0.8
IGV iShares Expanded Tech-Software Sector ETF 3.0 41 -1 2.6 -2.7
AVMC Avantis U.S. Mid Cap Equity ETF 3.0 18 22 6.0 +0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 3.0 18 22 2.9 -2.5
ABEQ Absolute Select Value ETF 3.0 85 -45 4.4 -1.0
JSTC Adasina Social Justice All Cap Global ETF 3.0 89 -49 4.2 -1.1
ECML Euclidean Fundamental Value ETF 2.9 95 -55 9.1 +3.8
SDY State Street SPDR S&P Dividend ETF 2.9 35 5 6.3 +1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 22 7.1 +1.8
FPX First Trust US Equity Opportunities ETF 2.8 61 -21 0.8 -4.5
ARKK ARK Innovation ETF 2.8 75 -35 -2.8 -8.1
VO Vanguard Mid-Cap ETF 2.8 4 36 5.3 +0.0
TMFX Motley Fool Next Index ETF 2.8 50 -10 2.7 -2.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.7 -0.7
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.7 60 -20 3.3 -2.0
ALTL Pacer Lunt Large Cap Alternator ETF 2.7 60 -20 4.2 -1.1
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 15 5.2 -0.1
FDVV Fidelity High Dividend ETF 2.7 15 25 7.1 +1.7
VAMO Cambria Value & Momentum ETF 2.7 61 -21 5.5 +0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.7 25 15 5.2 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 2.7 6 34 7.4 +2.0
SPHB Invesco S&P 500 High Beta ETF 2.7 25 15 4.1 -1.3
DFNV Donoghue Forlines Innovation ETF 2.7 69 -29 3.7 -1.6
IWS iShares Russell Mid-Cap Value ETF 2.7 23 17 6.4 +1.1
GEW Cambria Global EW ETF 2.7 29 11 5.4 +0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.7 30 10 7.1 +1.8
TRFM AAM Transformers ETF 2.6 49 -9 1.0 -4.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.6 20 20 5.8 +0.5
PTF Invesco Dorsey Wright Technology Momentum ETF 2.6 60 -20 -1.0 -6.4
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 -2 5.5 +0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.5 45 -5 3.6 -1.8
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -6 5.4 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 9.1 +3.8
IWR iShares Russell Midcap ETF 2.5 19 21 5.5 +0.2
SPIT F/m Emerald Special Situations ETF 2.5 105 -65 -0.9 -6.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.5 20 20 5.5 +0.2
RNIN Bushido Capital US SMID Cap Equity ETF 2.5 70 -30 11.3 +6.0
CARZ First Trust NASDAQ Global Auto Index Fund 2.5 70 -30 3.4 -1.9
DRIV Global X Autonomous & Electric Vehicles ETF 2.5 68 -28 4.2 -1.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.5 65 -25 -1.1 -6.5
WISE Themes Generative Artificial Intelligence ETF 2.5 35 5 -0.4 -5.7
CLOD Themes Cloud Computing ETF 2.5 35 5 2.8 -2.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.5 59 -19 4.3 -1.0
MVPA Miller Value Partners Appreciation ETF 2.5 60 -20 7.9 +2.6
HGRO Hedgeye Quality Growth ETF 2.5 70 -30 3.0 -2.4
RW Rainwater Equity ETF 2.5 125 -85 2.3 -3.0
AFOS ARS Focused Opportunities Strategy ETF 2.5 45 -5 2.4 -3.0
CLNR IQ Cleaner Transport ETF 2.5 45 -5 4.9 -0.4
HART IQ Healthy Hearts ETF 2.5 45 -5 5.4 +0.1
PKW Invesco Buyback Achievers ETF 2.5 62 -22 7.1 +1.7
ARKF ARK Fintech Innovation ETF 2.5 75 -35 0.1 -5.3
FLDZ RiverNorth Patriot ETF 2.4 75 -35 5.7 +0.4
VYM Vanguard High Dividend Yield Index ETF 2.4 6 34 6.4 +1.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 33 10.3 +5.0
VFLO VictoryShares Free Cash Flow ETF 2.4 39 1 8.7 +3.4
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 1 7.9 +2.6
VOT Vanguard Mid-Cap Growth ETF 2.3 7 33 3.0 -2.4
FDG American Century Focused Dynamic Growth ETF 2.3 45 -5 1.6 -3.8
SFYX SoFi Next 500 ETF 2.3 0 40 5.1 -0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -24 0.9 -4.4
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 30 3.9 -1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.3 65 -25 1.6 -3.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 25 3.9 -1.5
SMRI Bushido Capital US Equity ETF 2.3 71 -31 8.8 +3.5
AKAF The Frontier Economic Fund 2.3 20 20 5.6 +0.3
NULG Nuveen ESG Large-Cap Growth ETF 2.3 26 14 2.7 -2.7
IMCB iShares Morningstar Mid-Cap ETF 2.2 4 36 5.6 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 36 6.0 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 2.2 38 2 8.3 +3.0
DEW WisdomTree Global High Dividend Fund 2.1 58 -18 7.7 +2.4
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -27 8.9 +3.6
CLOU Global X Cloud Computing ETF 2.1 68 -28 2.4 -2.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 -35 6.4 +1.1
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 17 2.6 -2.7
BOUT Innovator IBD Breakout Opportunities ETF 2.1 81 -41 4.7 -0.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 5.4 +0.1
ARKQ ARK Autonomous Technology & Robotics ETF 2.0 75 -35 0.9 -4.5
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -35 0.1 -5.3
AGQI First Trust Active Global Quality Income ETF 2.0 85 -45 4.7 -0.7
TMFG Motley Fool Global Opportunities ETF 2.0 85 -45 3.5 -1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.0 65 -25 4.2 -1.2
FMTM MarketDesk Focused U.S. Momentum ETF 2.0 45 -5 3.3 -2.0
MOTO SmartETFs Smart Transportation & Technology ETF 2.0 68 -28 5.6 +0.3
FBOT Fidelity Disruptive Automation ETF 2.0 50 -10 2.8 -2.5
PCGG Polen Capital Global Growth ETF 2.0 85 -45 3.3 -2.0
ASLV Allspring Special Large Value ETF 2.0 35 5 5.9 +0.6
ETHO Etho Climate Leadership U.S. ETF 2.0 47 -7 4.8 -0.6
DIA SPDR Dow Jones Industrial Average ETF 2.0 16 24 4.7 -0.7
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 17 5.2 -0.1
SRHQ SRH U.S. Quality ETF 2.0 35 5 6.3 +1.0
GPT Intelligent Alpha Atlas ETF 2.0 69 -29 4.9 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 -30 4.6 -0.7
BFOR ALPS Barron's 400 ETF 1.9 65 -25 5.0 -0.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 20 7.4 +2.0
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -12 8.7 +3.4
XOEF iShares S&P 500 ex S&P 100 ETF 1.9 20 20 4.9 -0.5
FTCS First Trust Capital Strength ETF 1.8 55 -15 5.0 -0.3
IEDI iShares U.S. Consumer Focused ETF 1.8 18 22 4.6 -0.7
RUNN Running Oak Efficient Growth ETF 1.7 58 -18 4.4 -0.9
FVD First Trust Value Line Dividend Index Fund 1.7 65 -25 5.8 +0.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -25 7.2 +1.8
UFO Procure Space ETF 1.7 75 -35 0.1 -5.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 34 3.6 -1.7
NXTG First Trust Indxx NextG ETF 1.6 70 -30 4.4 -0.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -40 5.8 +0.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 -15 9.3 +4.0
SFGV Sequoia Global Value ETF 1.6 23 17 7.6 +2.3
XSW State Street SPDR S&P Software & Services ETF 1.5 35 5 2.3 -3.0
TMAT Main Thematic Innovation ETF 1.5 164 -124 -1.5 -6.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 16 7.5 +2.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.3 60 -20 3.6 -1.7
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -32 6.8 +1.5
TXS Texas Capital Texas Equity Index ETF 1.3 49 -9 5.4 +0.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 -9 3.9 -1.4
WDIV SPDR S&P Global Dividend ETF 1.2 40 0 8.4 +3.1
NIXT Research Affiliates Deletions ETF 1.2 9 31 7.5 +2.2
IQM Franklin Intelligent Machines ETF 1.2 50 -10 1.5 -3.8
QTUM Defiance Quantum ETF 1.2 40 0 4.3 -1.0
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 6.1 +0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.2 20 20 2.7 -2.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 8.3 +3.0
PFM Invesco Dividend Achievers ETF 1.2 53 -13 4.7 -0.6
STXM Strive Mid-Cap ETF 1.1 18 22 5.5 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 36 5.2 -0.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 20 9.3 +4.0
LQPE PEO AlphaQuest Thematic PE ETF 1.1 125 -85 6.0 +0.7
CGDG Capital Group Dividend Growers ETF 1.0 47 -7 5.4 +0.1
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.3 -2.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 -21 1.8 -3.5
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 6.2 +0.8
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 20 7.7 +2.4
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.1 +0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 25 5.3 -0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 33 5.1 -0.3
TTAC FCF US Quality ETF 0.9 59 -19 4.9 -0.4
SURE AdvisorShares Insiders Advantage ETF 0.9 90 -50 8.4 +3.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.9 35 5 5.0 -0.3
VBR Vanguard Small Cap Value ETF 0.9 7 33 8.1 +2.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.9 49 -9 9.8 +4.5
ALRG Allspring LT Large Core ETF 0.8 28 12 3.8 -1.5
VB Vanguard Small-Cap ETF 0.8 5 35 5.3 +0.0
GINX SGI Enhanced Global Income ETF 0.8 98 -58 7.1 +1.8
CVAR Cultivar ETF 0.7 87 -47 6.8 +1.5
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 1.5 -3.8
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -68 4.0 -1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -16 10.2 +4.8
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 0.7 79 -39 3.8 -1.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 30 7.9 +2.6
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 9.0 +3.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -30 1.7 -3.6
USCF Themes US Cash Flow Champions ETF 0.6 29 11 7.7 +2.4
SPHQ Invesco S&P 500 Quality ETF 0.5 15 25 4.7 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -20 6.0 +0.7
EZM WisdomTree U.S. MidCap Fund 0.5 38 2 7.7 +2.4
VIG Vanguard Dividend Appreciation ETF 0.5 5 35 4.9 -0.4
PTL Inspire 500 ETF 0.5 9 31 4.8 -0.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 15 7.0 +1.7
PRAY FIS Christian Stock Fund 0.4 69 -29 4.4 -0.9
SMMD iShares Russell 2500 ETF 0.4 15 25 5.9 +0.6
VFQY Vanguard U.S. Quality Factor ETF 0.4 13 27 5.3 +0.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 23 5.3 -0.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 28 6.2 +0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 22 7.8 +2.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 25 7.8 +2.5
MDY SPDR S&P Midcap 400 ETF Trust 0.3 24 16 6.1 +0.8
IJH iShares Core S&P Mid-Cap ETF 0.3 5 35 6.3 +1.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -25 7.1 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 7 33 6.4 +1.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.3 3 37 6.4 +1.0
LGCF Themes US Cash Flow Champions ETF 0.3 30 10 7.3 +2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 23 4.9 -0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -30 9.6 +4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 25 6.4 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 6.8 +1.5
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 34 7.7 +2.4
ISCB iShares Morningstar Small-Cap ETF 0.3 4 36 5.2 -0.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 34 2.5 -2.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.3 15 25 4.9 -0.4
DFAS Dimensional U.S. Small Cap ETF 0.3 26 14 5.9 +0.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 8.4 +3.1
SCHA Schwab U.S. Small-Cap ETF 0.2 4 36 5.0 -0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.8 -2.6
NUSC Nuveen ESG Small-Cap ETF 0.2 31 9 4.6 -0.7
VXF Vanguard Extended Market ETF 0.1 5 35 3.9 -1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.1 58 -18 5.0 -0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 25 5.3 -0.0
LEAD Siren DIVCON Leaders Dividend ETF 0.1 43 -3 3.6 -1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.1 52 -12 5.0 -0.3
DGRO iShares Core Dividend Growth ETF 0.0 8 32 5.9 +0.6
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 9.4 +4.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.0 35 5 6.4 +1.1

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 12.6 %
Divided by: Fwd. P/BV 2.2 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		 1.62 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.