Invesco S&P 500 Equal Weight Communication Services ETF
ALTAR
Score™		 5.4% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.1x P/Sales
ratio		 1.4x
P/BV
ratio		 1.8x Div.
yield		 1.6%


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

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Nov 07, 2018
Assets (mns) $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) $222,082
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
TKO GROUP HOLDINGS, INC. CLASS A 4.9 %
NETFLIX INC 4.8 %
WARNER BROS. DISCOVERY, INC. SERIE 4.8 %
ELECTRONIC ARTS INC 4.8 %
META PLATFORMS INC 4.7 %
LIVE NATION INC 4.7 %
TAKE-TWO INTERACTIVE SOFTWRE 4.6 %
PARAMOUNT GLOBAL 4.6 %
WALT DISNEY CO/THE 4.6 %
INTERPUBLIC GROUP OF COS INC 4.6 %
Total 46.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
11.9% 29.3% 10.2% -- 7.7%

Market Correlations
versus... Beta R-squared
S&P500 0.96 71%
MSCI EAFE 0.80 52%
MSCI Emg. Mkts. 0.58 29%

Technical Indicators
Recent close $38.34
30d moving avg. $36.64
Annualized volatility 18.3%
Short interest (ETF) 0.1%
Short interest (Underlying) 5.5%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.3%
Bid/Ask (% of price) 0.27%
ADV underlying (mns) $15,021

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 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™: 5.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RSPC
Ticker Fund
Name		 Overlap1
vs RSPC
(%)		 Expense
ratio
(bp)		 Savings
vs RSPC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RSPC
(%)
XLC Communication Services Select Sector SPDR Fund 68.5 8 32 5.1 -0.4
FCOM Fidelity MSCI Communication Services Index ETF 48.5 8 32 4.7 -0.7
VOX Vanguard Communication Services ETF 46.0 9 31 4.7 -0.7
IXP iShares Global Comm Services ETF 37.0 42 -2 5.6 +0.2
IYZ iShares U.S. Telecommunications ETF 24.1 40 0 6.3 +0.8
BNGE First Trust S-Network Streaming and Gaming ETF 21.6 70 -30 2.8 -2.6
XPND First Trust Expanded Technology ETF 20.6 65 -25 3.9 -1.5
TOGA Tremblant Global ETF 19.4 69 -29 1.5 -4.0
ACSI American Customer Satisfaction ETF 18.9 65 -25 4.8 -0.6
QTOP iShares Nasdaq Top 30 Stocks ETF 17.1 20 20 4.3 -1.1
FPAG FPA Global Equity ETF 16.3 49 -9 5.8 +0.4
PNQI Invesco NASDAQ Internet ETF 15.9 60 -20 3.2 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.5 80 -40 6.8 +1.3
BWEB Bitwise Web3 ETF 15.1 85 -45 0.0 -5.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 15.0 15 25 6.4 +1.0
QQQ Invesco QQQ Trust Series I 15.0 20 20 4.1 -1.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 15.0 49 -9 4.3 -1.1
QQQM Invesco NASDAQ 100 ETF 14.9 15 25 4.2 -1.3
LCLG Logan Capital Broad Innovative Growth ETF 14.9 99 -59 4.2 -1.2
DEMZ Democratic Large Cap Core ETF 14.8 45 -5 4.6 -0.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.7 15 25 5.9 +0.5
XTL SPDR S&P Telecom ETF 14.6 35 5 2.5 -2.9
LST Leuthold Select Industries ETF 14.5 91 -51 5.5 +0.0
FDCF Fidelity Disruptive Communications ETF 14.5 50 -10 3.0 -2.4
CGGR Capital Group Growth ETF 14.3 39 1 3.3 -2.2
VERS ProShares Metaverse ETF 14.2 58 -18 -1.2 -6.6
SFYF SoFi Social 50 ETF 14.1 29 11 0.3 -5.1
FDN First Trust Dow Jones Internet Index Fund 14.0 52 -12 3.1 -2.3
FDND FT Vest Dow Jones Internet & Target Income ETF 14.0 75 -35 3.0 -2.5
IVRS iShares Future Metaverse Tech and Communications ETF 13.9 47 -7 2.7 -2.8
IGM iShares Expanded Tech Sector ETF 13.6 41 -1 4.0 -1.5
GGME Invesco Next Gen Media and Gaming ETF 13.6 60 -20 4.3 -1.2
MILN Global X Millennial Consumer ETF 13.4 50 -10 3.6 -1.8
PEJ Invesco Leisure and Entertainment ETF 13.3 58 -18 1.0 -4.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 13.2 30 10 4.5 -0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 13.1 15 25 9.2 +3.8
LOGO Alpha Brands Consumption Leaders ETF 13.1 69 -29 6.2 +0.8
ITAN Sparkline Intangible Value ETF 13.0 50 -10 6.7 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 13.0 15 25 3.6 -1.9
INRO iShares U.S. Industry Rotation Active ETF 13.0 42 -2 4.7 -0.7
DFVX Dimensional US Large Cap Vector ETF 12.9 22 18 6.3 +0.8
OND ProShares On-Demand ETF 12.9 58 -18 0.7 -4.7
XLG Invesco S&P 500 Top 50 ETF 12.9 20 20 4.6 -0.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 12.8 8 32 5.1 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.8 60 -20 4.3 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 12.8 9 31 5.6 +0.2
OEF iShares S&P 100 ETF 12.6 20 20 4.7 -0.8
ONEQ Fidelity Nasdaq Composite Index ETF 12.6 21 19 3.9 -1.6
QQMG Invesco ESG NASDAQ 100 ETF 12.4 20 20 4.2 -1.3
XDAT Franklin Exponential Data ETF 12.3 50 -10 2.1 -3.4
GLBL Pacer MSCI World Industry Advantage ETF 12.3 65 -25 4.3 -1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 12.3 29 11 4.4 -1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.2 50 -10 4.1 -1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 12.2 39 1 3.2 -2.2
IYC iShares U.S. Consumer Discretionary ETF 12.0 40 0 3.8 -1.6
FDTX Fidelity Disruptive Technology ETF 12.0 50 -10 2.6 -2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.9 19 21 6.4 +1.0
TOPT iShares Top 20 U.S. Stocks ETF 11.9 20 20 4.1 -1.3
CRTC Xtrackers US National Critical Technologies ETF 11.9 35 5 4.9 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.9 7 33 5.1 -0.3
GK AdvisorShares Gerber Kawasaki ETF 11.9 75 -35 2.5 -2.9
SCHG Schwab U.S. Large-Cap Growth ETF 11.9 4 36 4.1 -1.4
COWS Amplify Cash Flow Dividend Leaders ETF 11.9 0 40 12.2 +6.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 11.9 56 -16 2.5 -2.9
GSPY Gotham Enhanced 500 ETF 11.8 50 -10 5.4 -0.0
VUG Vanguard Growth ETF 11.7 4 36 4.1 -1.3
METV Roundhill Ball Metaverse ETF 11.7 59 -19 5.6 +0.2
VNSE Natixis Vaughan Nelson Select ETF 11.7 80 -40 4.8 -0.6
OGIG ALPS O'Shares Global Internet Giants ETF 11.6 48 -8 1.6 -3.8
VOOG Vanguard S&P 500 Growth ETF 11.6 7 33 4.2 -1.2
IVW iShares S&P 500 Growth ETF 11.6 18 22 4.1 -1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 11.6 4 36 4.2 -1.2
IWY iShares Russell Top 200 Growth ETF 11.6 20 20 4.6 -0.8
CAML Congress Large Cap Growth ETF 11.5 66 -26 3.3 -2.1
MGK Vanguard Mega Cap Growth ETF 11.5 7 33 4.2 -1.3
IUSG iShares Core S&P U.S. Growth ETF 11.5 4 36 4.3 -1.1
GGRW Gabelli Growth Innovators ETF 11.5 90 -50 2.4 -3.1
ARVR First Trust Indxx Metaverse ETF 11.4 70 -30 4.1 -1.4
AVLV Avantis U.S. Large Cap Value ETF 11.4 15 25 7.9 +2.5
NACP Impact Shares NAACP Minority Empowerment ETF 11.4 49 -9 4.9 -0.6
SPXN ProShares S&P 500 Ex-Financials ETF 11.4 9 31 5.0 -0.4
MGC Vanguard Mega Cap ETF 11.2 7 33 4.8 -0.7
KNCT Invesco Next Gen Connectivity ETF 11.2 40 0 4.9 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 11.1 36 4 4.9 -0.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 11.1 79 -39 4.5 -0.9
VONG Vanguard Russell 1000 Growth ETF 11.1 7 33 4.6 -0.8
IWF iShares Russell 1000 Growth ETF 11.1 19 21 4.5 -1.0
IWL iShares Russell Top 200 ETF 11.1 15 25 4.7 -0.7
FMET Fidelity Metaverse ETF 11.0 39 1 4.8 -0.6
FELG Fidelity Enhanced Large Cap Growth ETF 11.0 18 22 4.8 -0.6
GQQQ Astoria US Quality Growth Kings ETF 11.0 35 5 4.8 -0.6
PRXG Praxis Impact Large Cap Growth ETF 10.9 36 4 4.2 -1.3
FELC Fidelity Enhanced Large Cap Core ETF 10.9 18 22 5.3 -0.1
USMC Principal U.S. Mega-Cap ETF 10.8 12 28 4.6 -0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.8 40 0 3.6 -1.9
IUS Invesco RAFI Strategic US ETF 10.8 19 21 6.8 +1.3
ESGV Vanguard ESG U.S. Stock ETF 10.8 9 31 4.8 -0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 10.8 9 31 4.8 -0.7
XVV iShares ESG Screened S&P 500 ETF 10.7 8 32 4.9 -0.5
TMFC Motley Fool 100 Index ETF 10.7 50 -10 3.6 -1.9
SPMO Invesco S&P 500 Momentum ETF 10.7 13 27 3.7 -1.7
HLAL Wahed FTSE USA Shariah ETF 10.6 50 -10 5.0 -0.5
AVUQ Avantis U.S. Quality ETF 10.6 15 25 4.9 -0.5
UDI USCF Dividend Income Fund 10.6 65 -25 8.2 +2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.6 47 -7 5.7 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.6 10 30 5.3 -0.1
STXG Strive 1000 Growth ETF 10.6 18 22 4.0 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 10.5 75 -35 3.7 -1.7
FDG American Century Focused Dynamic Growth ETF 10.4 45 -5 2.1 -3.4
LYLD Cambria Large Cap Shareholder Yield ETF 10.4 59 -19 9.7 +4.3
QUAL iShares MSCI USA Quality Factor ETF 10.3 15 25 5.3 -0.1
XLSR SPDR SSGA U.S. Sector Rotation ETF 10.3 70 -30 4.9 -0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 10.2 12 28 4.6 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 10.2 15 25 5.5 +0.1
LRGE ClearBridge Large Cap Growth ESG ETF 10.1 59 -19 3.9 -1.5
BGRO iShares Large Cap Growth Active ETF 10.1 55 -15 3.1 -2.3
YLDE ClearBridge Dividend Strategy ESG ETF 10.1 60 -20 5.8 +0.3
SDOG ALPS Sector Dividend Dogs ETF 10.0 36 4 9.4 +4.0
ROE Astoria US Quality Kings ETF 10.0 49 -9 6.6 +1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.0 20 20 4.8 -0.6
SFY SoFi Select 500 ETF 10.0 0 40 4.6 -0.9
LRGC AB US Large Cap Strategic Equities ETF 10.0 48 -8 4.6 -0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.0 20 20 5.1 -0.3
EPS WisdomTree U.S. LargeCap Fund 9.9 8 32 5.8 +0.4
QUS SPDR MSCI USA StrategicFactors ETF 9.9 15 25 5.7 +0.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.9 15 25 4.3 -1.1
QLC FlexShares US Quality Large Cap Index Fund 9.9 25 15 5.5 +0.1
SPXE ProShares S&P 500 Ex-Energy ETF 9.9 9 31 4.9 -0.5
VOO Vanguard S&P 500 ETF 9.9 3 37 5.1 -0.3
AVSU Avantis Responsible U.S. Equity ETF 9.9 15 25 6.1 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 9.8 29 11 4.9 -0.6
IVV iShares Core S&P 500 ETF 9.8 3 37 5.1 -0.4
SPY SPDR S&P 500 ETF Trust 9.8 9 31 5.0 -0.4
SPLG SPDR Portfolio S&P 500 ETF 9.8 2 38 5.1 -0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 9.8 12 28 4.6 -0.8
VV Vanguard Large-Cap ETF 9.7 4 36 4.9 -0.5
FFLC Fidelity Fundamental Large Cap Core ETF 9.7 38 2 4.7 -0.8
SPDV AAM S&P 500 High Dividend Value ETF 9.7 29 11 10.8 +5.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.7 7 33 4.9 -0.5
STRV Strive 500 ETF 9.7 5 35 4.9 -0.5
PTF Invesco Dorsey Wright Technology Momentum ETF 9.6 60 -20 1.4 -4.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 9.6 75 -35 4.9 -0.5
SOCL Global X Social Media ETF 9.6 65 -25 7.8 +2.4
FNDX Schwab Fundamental US Large Co. Index ETF 9.6 25 15 7.2 +1.8
PBUS Invesco MSCI USA ETF 9.6 4 36 5.0 -0.4
CGUS Capital Group Core Equity ETF 9.6 33 7 4.4 -1.0
MAVF Matrix Advisors Value ETF 9.6 75 -35 6.0 +0.5
ILCB iShares Morningstar U.S. Equity ETF 9.6 3 37 5.0 -0.4
FBCG Fidelity Blue Chip Growth ETF 9.6 59 -19 3.0 -2.5
DANA Dana Unconstrained Equity ETF 9.6 50 -10 3.0 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 9.6 25 15 5.4 -0.1
DFSU Dimensional US Sustainability Core 1 ETF 9.5 18 22 5.5 +0.1
JGRO JPMorgan Active Growth ETF 9.5 44 -4 3.5 -1.9
AIQ Global X Artificial Intelligence & Technology ETF 9.5 68 -28 3.8 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 9.5 0 40 5.0 -0.4
MODL VictoryShares WestEnd U.S. Sector ETF 9.5 42 -2 4.6 -0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 9.5 60 -20 7.8 +2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.5 35 5 4.2 -1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 9.4 75 -35 2.9 -2.5
VOTE TCW Transform 500 ETF 9.4 5 35 5.0 -0.5
LCF Touchstone US Large Cap Focused ETF 9.4 69 -29 4.3 -1.1
SHE SPDR MSCI USA Gender Diversity ETF 9.4 20 20 5.0 -0.4
QGRW WisdomTree U.S. Quality Growth Fund 9.4 28 12 4.2 -1.2
ESPO VanEck Video Gaming and eSports ETF 9.4 56 -16 4.1 -1.3
HERO Global X Video Games & Esports ETF 9.4 50 -10 3.8 -1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 9.3 11 29 5.1 -0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.3 2 38 5.0 -0.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 9.3 49 -9 3.7 -1.7
SNPG Xtrackers S&P 500 Growth ESG ETF 9.3 15 25 4.5 -0.9
NERD Roundhill Video Games ETF 9.3 50 -10 3.1 -2.3
BUYZ Franklin Disruptive Commerce ETF 9.3 50 -10 2.3 -3.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.2 15 25 7.4 +2.0
SDEP SFP Core Equity Strategy 9.2 10 30 6.4 +1.0
VONE Vanguard Russell 1000 ETF 9.2 7 33 5.1 -0.4
VLU SPDR S&P 1500 Value Tilt ETF 9.2 12 28 7.6 +2.2
IWB iShares Russell 1000 ETF 9.2 15 25 5.0 -0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.2 45 -5 4.6 -0.9
COWZ Pacer US Cash Cows 100 ETF 9.2 49 -9 9.4 +4.0
XNTK SPDR NYSE Technology ETF 9.2 35 5 3.8 -1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.2 58 -18 4.0 -1.5
AVUS Avantis U.S. Equity ETF 9.2 15 25 5.9 +0.5
KLMN Invesco MSCI North America Climate ETF 9.1 9 31 5.1 -0.3
VLUE iShares MSCI USA Value Factor ETF 9.1 15 25 9.8 +4.3
VSLU Applied Finance Valuation Large Cap ETF 9.1 49 -9 5.7 +0.3
SCHX Schwab U.S. Large-Cap ETF 9.1 3 37 5.1 -0.3
PWV Invesco Large Cap Value ETF 9.1 55 -15 7.4 +1.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.1 3 37 5.3 -0.2
APUE ActivePassive U.S. Equity ETF 9.1 45 -5 4.8 -0.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 9.1 60 -20 3.9 -1.5
THRO iShares U.S. Thematic Rotation Active ETF 9.1 90 -50 4.0 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 9.1 13 27 5.7 +0.3
EQWL Invesco S&P 100 Equal Weight ETF 9.0 25 15 6.0 +0.6
FFOG Franklin Focused Growth ETF 9.0 61 -21 2.4 -3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.0 14 26 5.0 -0.4
HDUS Hartford Disciplined US Equity ETF 9.0 19 21 5.9 +0.4
IYY iShares Dow Jones U.S. ETF 9.0 20 20 4.9 -0.5
DFUS Dimensional U.S. Equity ETF 9.0 9 31 4.9 -0.5
RFFC ALPS Active Equity Opportunity ETF 9.0 48 -8 4.5 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 9.0 25 15 7.3 +1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.0 48 -8 6.1 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 8.9 39 1 6.9 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.9 11 29 5.0 -0.4
SCHK Schwab 1000 Index ETF 8.9 5 35 5.1 -0.3
AIEQ AI Powered Equity ETF 8.9 75 -35 3.8 -1.7
LGRO Level Four Large Cap Growth Active ETF 8.9 55 -15 3.8 -1.6
EBI Longview Advantage ETF 8.8 35 5 6.7 +1.3
BEEX BeeHive ETF 8.8 84 -44 4.3 -1.1
DFAU Dimensional US Core Equity Market ETF 8.8 12 28 5.2 -0.3
VTHR Vanguard Russell 3000 ETF 8.8 7 33 5.0 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 8.8 18 22 4.8 -0.7
IWV iShares Russell 3000 ETF 8.8 20 20 4.9 -0.6
AUSF Global X Adaptive U.S. Factor ETF 8.8 27 13 8.9 +3.5
DIVY Sound Equity Dividend Income ETF 8.7 45 -5 11.1 +5.7
VTI Vanguard Total Stock Market ETF 8.7 3 37 5.0 -0.4
DIVZ TrueShares Low Volatility Equity Income ETF 8.7 65 -25 6.5 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.7 75 -35 4.1 -1.3
RECS Columbia Research Enhanced Core ETF 8.7 15 25 5.9 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.6 3 37 5.0 -0.4
SCHB Schwab U.S. Broad Market ETF 8.6 3 37 5.1 -0.3
USMF WisdomTree U.S. Multifactor Fund 8.6 28 12 6.8 +1.4
WTV WisdomTree US Value Fund of Benef Interest 8.5 12 28 9.3 +3.9
OALC OneAscent Large Cap Core ETF 8.4 86 -46 4.1 -1.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.4 75 -35 5.5 +0.0
WUGI AXS Esoterica NextG Economy ETF 8.4 75 -35 2.5 -2.9
SPVU Invesco S&P 500 Enhanced Value ETF 8.4 13 27 10.0 +4.6
DCOR Dimensional US Core Equity 1 ETF 8.3 14 26 5.5 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 8.3 45 -5 9.5 +4.0
QGRO American Century U.S. Quality Growth ETF 8.3 29 11 3.6 -1.9
EQIN Columbia US Equity Income ETF 8.2 35 5 6.9 +1.5
ILCV iShares Morningstar Value ETF 8.2 4 36 6.7 +1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 8.2 50 -10 8.4 +3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.2 60 -20 5.2 -0.2
LRND IQ U.S. Large Cap R&D Leaders ETF 8.2 14 26 5.4 +0.0
BLCR iShares Large Cap Core Active ETF 8.2 36 4 3.8 -1.7
ARB AltShares Merger Arbitrage ETF 8.2 77 -37 4.2 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 8.2 22 18 5.7 +0.3
RVRB Reverb ETF 8.2 30 10 4.7 -0.7
AFLG First Trust Active Factor Large Cap ETF 8.1 55 -15 6.2 +0.8
VEGN US Vegan Climate ETF 8.1 60 -20 4.5 -0.9
ADME Aptus Drawdown Managed Equity ETF 8.1 79 -39 4.2 -1.2
YALL God Bless America ETF 8.1 65 -25 3.7 -1.7
FDLO Fidelity Low Volatility Factor ETF 8.1 15 25 5.4 0.0
DFAC Dimensional U.S. Core Equity 2 ETF 8.1 17 23 5.7 +0.2
FLRG Fidelity U.S. Multifactor ETF 8.0 15 25 7.0 +1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 8.0 56 -16 6.4 +1.0
IYW iShares U.S. Technology ETF 8.0 40 0 4.0 -1.4
FVAL Fidelity Value Factor ETF 8.0 15 25 7.1 +1.7
GRNY Fundstrat Granny Shots US Large Cap ETF 8.0 75 -35 2.7 -2.7
YOKE Yoke Core ETF 7.9 42 -2 4.4 -1.0
ILCG iShares Morningstar Growth ETF 7.9 4 36 3.8 -1.6
IGPT Invesco AI and Next Gen Software ETF 7.9 60 -20 4.2 -1.2
DSPY Tema S&P 500 Historical Weight ETF 7.9 18 22 5.3 -0.2
MBCC Monarch Blue Chips Core ETF 7.9 125 -85 4.0 -1.4
KOCG FIS Knights of Columbus Global Belief ETF 7.9 75 -35 5.1 -0.4
BUZZ VanEck Social Sentiment ETF 7.9 75 -35 0.1 -5.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.8 49 -9 4.6 -0.9
FDRR Fidelity Dividend ETF for Rising Rates 7.8 15 25 7.3 +1.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.8 10 30 4.5 -1.0
VALQ American Century U.S. Quality Value ETF 7.7 29 11 7.6 +2.2
WFH Direxion Work From Home ETF 7.7 45 -5 3.8 -1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.7 9 31 5.3 -0.1
VUSE Vident U.S. Equity Strategy ETF 7.7 50 -10 4.6 -0.9
FDMO Fidelity Momentum Factor ETF 7.7 15 25 3.9 -1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.7 30 10 8.9 +3.5
JVAL JPMorgan U.S. Value Factor ETF 7.7 12 28 8.3 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 7.7 31 9 2.5 -2.9
EVUS iShares ESG Aware MSCI USA Value ETF 7.6 18 22 6.8 +1.3
FEGE First Eagle Global Equity ETF 7.6 79 -39 7.0 +1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.6 10 30 4.5 -1.0
QDEF FlexShares Quality Dividend Defensive Index Fund 7.6 37 3 6.2 +0.8
FSST Fidelity Sustainable U.S. Equity ETF 7.6 59 -19 4.3 -1.1
FQAL Fidelity Quality Factor ETF 7.5 15 25 5.7 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 7.5 30 10 6.1 +0.6
RWL Invesco S&P 500 Revenue ETF 7.5 39 1 6.7 +1.3
RGEF Rockefeller Global Equity ETF 7.4 55 -15 4.9 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 11 7.2 +1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.4 15 25 4.7 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 7.4 75 -35 5.3 -0.2
ROUS Hartford Multifactor US Equity ETF 7.3 19 21 7.2 +1.8
DVND Touchstone Dividend Select ETF 7.3 67 -27 5.7 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 7.3 10 30 5.3 -0.1
TOK iShares MSCI Kokusai ETF 7.3 26 14 5.2 -0.2
KRMA Global X Conscious Companies ETF 7.3 43 -3 5.9 +0.5
ESGU iShares ESG Aware MSCI USA ETF 7.3 15 25 4.9 -0.5
JHML John Hancock Multifactor Large Cap ETF 7.3 29 11 5.4 +0.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.2 61 -21 7.5 +2.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 7.2 50 -10 5.4 +0.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 7.2 60 -20 4.0 -1.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 7.2 85 -45 8.6 +3.1
SXQG ETC 6 Meridian Quality Growth ETF 7.2 100 -60 4.6 -0.8
DARP Grizzle Growth ETF 7.2 75 -35 3.1 -2.3
ANEW ProShares MSCI Transformational Changes ETF 7.2 45 -5 6.0 +0.6
FFND Future Fund Active ETF 7.2 100 -60 4.4 -1.0
ISHP First Trust Nasdaq Retail ETF 7.1 60 -20 5.2 -0.2
CGDV Capital Group Dividend Value ETF 7.1 33 7 4.6 -0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 7.1 49 -9 6.6 +1.2
DFLV Dimensional US Large Cap Value ETF 7.1 22 18 7.9 +2.5
SPVM Invesco S&P 500 Value with Momentum ETF 7.1 39 1 8.3 +2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.1 10 30 5.1 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 7.1 9 31 5.3 -0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.1 25 15 5.9 +0.4
WRND IQ Global Equity R&D Leaders ETF 7.1 18 22 8.4 +3.0
LRGF iShares U.S. Equity Factor ETF 7.1 8 32 5.6 +0.2
PWB Invesco Large Cap Growth ETF 7.1 56 -16 2.8 -2.6
MDLV Morgan Dempsey Large Cap Value ETF 7.1 58 -18 7.5 +2.1
CHGX AXS Change Finance ESG ETF 7.0 49 -9 4.8 -0.6
QLTY GMO U.S. Quality ETF 7.0 50 -10 4.7 -0.7
WLDR Affinity World Leaders Equity ETF 7.0 67 -27 7.7 +2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 11 6.2 +0.7
HLGE Hartford Longevity Economy ETF 7.0 44 -4 6.5 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 6.9 10 30 5.0 -0.4
URTH iShares MSCI World ETF 6.9 24 16 5.3 -0.2
ABOT Abacus FCF Innovation Leaders ETF 6.9 69 -29 4.4 -1.0
HGRO Hedgeye Quality Growth ETF 6.8 70 -30 3.3 -2.1
RND First Trust Bloomberg R&D Leaders ETF 6.8 60 -20 3.7 -1.7
DXUV Dimensional US Vector Equity ETF 6.8 28 12 6.4 +1.0
LOWV AB US Low Volatility Equity ETF 6.8 48 -8 5.1 -0.3
SSPY Syntax Stratified LargeCap ETF 6.8 30 10 6.7 +1.3
SNPE Xtrackers S&P 500 ESG ETF 6.7 10 30 5.2 -0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.7 29 11 6.5 +1.1
DUSA Davis Select U.S. Equity ETF 6.7 61 -21 7.3 +1.9
DWLD Davis Select Worldwide ETF 6.7 63 -23 7.4 +2.0
BELT iShares Long-Term U.S. Equity Active ETF 6.7 75 -35 3.0 -2.4
JPEF JPMorgan Equity Focus ETF 6.7 50 -10 4.3 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 6.7 50 -10 7.3 +1.9
FMTM MarketDesk Focused U.S. Momentum ETF 6.7 45 -5 3.9 -1.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.7 65 -25 6.4 +1.0
SEMG Suncoast Select Growth ETF 6.7 60 -20 4.1 -1.4
SUSA iShares MSCI USA ESG Select ETF 6.7 25 15 4.9 -0.6
NULC Nuveen ESG Large-Cap ETF 6.6 21 19 4.8 -0.6
CALF Pacer US Small Cap Cash Cows 100 ETF 6.6 59 -19 11.3 +5.8
DGRW WisdomTree US Quality Dividend Growth Fund 6.6 28 12 5.6 +0.1
RDVY First Trust Rising Dividend Achievers ETF 6.6 50 -10 7.5 +2.0
DFUV Dimensional US Marketwide Value ETF 6.6 22 18 7.7 +2.3
TIME Clockwise Core Equity & Innovation ETF 6.5 95 -55 2.8 -2.6
EDOW First Trust Dow 30 Equal Weight ETF 6.5 50 -10 5.1 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.5 20 20 5.8 +0.4
ULVM VictoryShares US Value Momentum ETF 6.4 20 20 7.4 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.4 12 28 5.3 -0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 6.4 60 -20 9.8 +4.4
JGLO JPMorgan Global Select Equity ETF 6.4 33 7 5.0 -0.5
DLN WisdomTree U.S. LargeCap Dividend Fund 6.4 28 12 6.1 +0.6
KLMT Invesco MSCI Global Climate 500 ETF 6.3 10 30 5.9 +0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.3 39 1 3.7 -1.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.2 7 33 7.4 +2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.2 9 31 5.0 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.2 32 8 5.0 -0.4
DSI iShares MSCI KLD 400 Social ETF 6.2 25 15 5.0 -0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 6.2 18 22 4.2 -1.2
ACWI iShares MSCI ACWI ETF 6.2 32 8 5.7 +0.3
USRD Themes US R&D Champions ETF 6.1 29 11 4.5 -0.9
HKND Humankind US Stock ETF 6.1 11 29 7.2 +1.8
RPG Invesco S&P 500 Pure Growth ETF 6.1 35 5 3.2 -2.2
QDF FlexShares Quality Dividend Index Fund 6.1 37 3 6.4 +1.0
PSET Principal Quality ETF 6.1 15 25 5.3 -0.1
NULG Nuveen ESG Large-Cap Growth ETF 6.1 26 14 3.3 -2.1
GVIP Goldman Sachs Hedge Industry VIP ETF 6.1 45 -5 3.5 -2.0
JMOM JPMorgan U.S. Momentum Factor ETF 6.1 12 28 4.5 -0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.0 39 1 12.2 +6.8
AESR Anfield U.S. Equity Sector Rotation ETF 6.0 108 -68 3.2 -2.2
SMRI Bushido Capital US Equity ETF 6.0 71 -31 9.1 +3.7
EMOT First Trust S&P 500 Economic Moat ETF 6.0 60 -20 6.9 +1.5
CHAT Roundhill Generative AI & Technology ETF 5.9 75 -35 8.0 +2.6
QVAL Alpha Architect US Quantitative Value ETF 5.9 39 1 9.7 +4.3
GCOW Pacer Global Cash Cows Dividend ETF 5.9 60 -20 11.0 +5.6
RPV Invesco S&P 500 Pure Value ETF 5.9 35 5 10.5 +5.1
DTD WisdomTree U.S. Total Dividend Fund 5.8 28 12 6.4 +1.0
BKWO BNY Mellon Women's Opportunities ETF 5.8 50 -10 3.7 -1.7
ABIG Argent Large Cap ETF 5.8 49 -9 7.5 +2.1
GINN Goldman Sachs Innovate Equity ETF 5.8 52 -12 3.7 -1.7
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.2 +2.8
IETC iShares U.S. Tech Independence Focused ETF 5.7 18 22 3.8 -1.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.7 45 -5 2.9 -2.5
WBIY WBI Power Factor High Dividend ETF 5.7 100 -60 15.5 +10.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.6 15 25 5.0 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.6 25 15 5.9 +0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 5.6 42 -2 5.5 +0.0
BLCV iShares Large Cap Value Active ETF 5.5 53 -13 7.5 +2.0
KONG Formidable Fortress ETF 5.5 89 -49 6.0 +0.6
VT Vanguard Total World Stock ETF 5.5 6 34 6.0 +0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.5 35 5 7.8 +2.4
INCE Franklin Income Equity Focus ETF 5.5 29 11 5.5 +0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.5 9 31 5.9 +0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.5 38 2 7.8 +2.4
RVER Trenchless Fund ETF 5.4 65 -25 2.4 -3.0
OPTZ Optimize Strategy Index ETF 5.4 50 -10 5.1 -0.4
DVY iShares Select Dividend ETF 5.4 38 2 9.3 +3.9
DSTL Distillate US Fundamental Stability & Value ETF 5.3 39 1 8.3 +2.9
MOTG VanEck Morningstar Global Wide Moat ETF 5.3 52 -12 6.7 +1.3
MOTE VanEck Morningstar ESG Moat ETF 5.3 49 -9 5.6 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 5.2 12 28 5.9 +0.5
MOAT VanEck Morningstar Wide Moat ETF 5.2 46 -6 5.7 +0.3
USMV iShares MSCI USA Min Vol Factor ETF 5.2 15 25 5.6 +0.2
PKW Invesco Buyback Achievers ETF 5.2 62 -22 7.4 +2.0
AOTG AOT Growth and Innovation ETF 5.2 75 -35 1.8 -3.6
PDP Invesco Dorsey Wright Momentum ETF 5.2 62 -22 4.1 -1.3
NULV Nuveen ESG Large-Cap Value ETF 5.2 26 14 6.3 +0.8
WISE Themes Generative Artificial Intelligence ETF 5.2 35 5 0.4 -5.0
ARTY iShares Future AI & Tech ETF 5.1 47 -7 3.3 -2.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.1 65 -25 3.8 -1.6
IWX iShares Russell Top 200 Value ETF 5.0 20 20 6.3 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 25 6.8 +1.4
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -45 2.2 -3.2
STXV Strive 1000 Value ETF 5.0 18 22 8.1 +2.7
QDIV Global X S&P 500 Quality Dividend ETF 5.0 20 20 8.4 +2.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.0 25 15 11.7 +6.3
GOP Unusual Whales Subversive Republican Trading ETF 4.9 50 -10 5.9 +0.4
JHDV John Hancock U.S. High Dividend ETF 4.9 34 6 6.7 +1.3
PRXV Praxis Impact Large Cap Value ETF 4.9 36 4 6.6 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -15 4.8 -0.6
FDWM Fidelity Women's Leadership ETF 4.9 59 -19 5.0 -0.4
GLOF iShares Global Equity Factor ETF 4.8 20 20 6.7 +1.3
FOVL iShares Focused Value Factor ETF 4.8 25 15 10.0 +4.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.8 18 22 5.7 +0.3
AGQI First Trust Active Global Quality Income ETF 4.8 85 -45 5.3 -0.1
LVOL American Century Low Volatility ETF 4.8 29 11 4.8 -0.7
DGT SPDR Global Dow ETF 4.7 50 -10 7.3 +1.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.7 19 21 5.2 -0.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 4.7 5 35 8.0 +2.6
BGDV Bahl & Gaynor Dividend ETF 4.7 45 -5 4.8 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 4.6 80 -40 4.4 -1.0
SYLD Cambria Shareholder Yield ETF 4.6 59 -19 11.8 +6.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.6 57 -17 3.6 -1.8
QUVU Hartford Quality Value ETF 4.6 46 -6 7.2 +1.8
DIV Global X SuperDividend US ETF 4.6 45 -5 11.9 +6.5
FBCV Fidelity Blue Chip Value ETF 4.5 59 -19 7.4 +2.0
REVS Columbia Research Enhanced Value ETF 4.5 19 21 7.7 +2.3
IOO iShares Global 100 ETF 4.5 41 -1 5.0 -0.4
MGRO VanEck Morningstar Wide Moat Growth ETF 4.5 49 -9 4.4 -1.1
FELV Fidelity Enhanced Large Cap Value ETF 4.5 18 22 6.8 +1.4
MGV Vanguard Mega Cap Value ETF 4.4 7 33 6.6 +1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 4.4 35 5 5.2 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.4 40 0 6.3 +0.8
CGGO Capital Group Global Growth Equity ETF 4.4 47 -7 4.7 -0.7
MVAL VanEck Morningstar Wide Moat Value ETF 4.4 49 -9 6.4 +1.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.4 59 -19 9.1 +3.7
TAX Cambria Tax Aware ETF 4.4 49 -9 5.3 -0.2
JGRW Jensen Quality Growth ETF 4.3 57 -17 4.6 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 4.3 12 28 6.6 +1.2
JEPI JPMorgan Equity Premium Income ETF 4.3 35 5 5.5 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 20 6.3 +0.9
DURA VanEck Durable High Dividend ETF 4.3 29 11 8.6 +3.2
TBG TBG Dividend Focus ETF 4.3 59 -19 7.9 +2.5
ACVF American Conservative Values ETF 4.3 75 -35 4.4 -1.1
VONV Vanguard Russell 1000 Value ETF 4.3 7 33 6.6 +1.2
ODDS Pacer BlueStar Digital Entertainment ETF 4.3 60 -20 2.0 -3.4
IWD iShares Russell 1000 Value ETF 4.3 19 21 6.5 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 -19 2.8 -2.6
SAMT Strategas Macro Thematic Opportunities ETF 4.2 65 -25 3.0 -2.5
SCHD Schwab US Dividend Equity ETF 4.2 6 34 9.8 +4.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.2 7 33 10.1 +4.7
SRHQ SRH U.S. Quality ETF 4.2 35 5 7.6 +2.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.2 20 20 4.8 -0.6
JAVA JPMorgan Active Value ETF 4.1 44 -4 6.4 +1.0
LIVR Intelligent Livermore ETF 4.1 69 -29 6.2 +0.8
TMFX Motley Fool Next Index ETF 4.1 50 -10 2.6 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 4.1 20 20 7.0 +1.6
PEXL Pacer US Export Leaders ETF 4.1 60 -20 4.7 -0.7
RSP Invesco S&P 500 Equal Weight ETF 4.1 20 20 6.4 +1.0
VOOV Vanguard S&P 500 Value ETF 4.0 7 33 6.4 +0.9
IVE iShares S&P 500 Value ETF 4.0 18 22 6.3 +0.8
GURU Global X Guru Index ETF 4.0 75 -35 3.5 -1.9
SPYV SPDR Portfolio S&P 500 Value ETF 4.0 4 36 6.4 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 4.0 59 -19 6.0 +0.6
DIVB iShares Core Dividend ETF 4.0 5 35 7.6 +2.2
ECML Euclidean Fundamental Value ETF 4.0 95 -55 12.3 +6.8
FCPI Fidelity Stocks for Inflation ETF 4.0 15 25 7.6 +2.2
VFVA Vanguard U.S. Value Factor ETF 4.0 13 27 11.3 +5.9
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 27 3.2 -2.3
TMAT Main Thematic Innovation ETF 4.0 164 -124 -1.4 -6.8
HDV iShares Core High Dividend ETF 4.0 8 32 6.9 +1.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.9 20 20 4.2 -1.2
VTV Vanguard Value ETF 3.9 4 36 6.9 +1.5
SAGP Strategas Global Policy Opportunities ETF 3.9 65 -25 5.2 -0.2
NUDV Nuveen ESG Dividend ETF 3.9 26 14 7.6 +2.2
SWP SWP Growth & Income ETF 3.9 99 -59 4.3 -1.1
IUSV iShares Core S&P US Value ETF 3.9 4 36 6.5 +1.1
SIXG Defiance Connective Technologies ETF 3.8 30 10 3.9 -1.5
ACTV LeaderShares Activist Leaders ETF 3.8 75 -35 5.4 -0.0
XITK SPDR FactSet Innovative Technology ETF 3.7 45 -5 -0.3 -5.8
JSTC Adasina Social Justice All Cap Global ETF 3.7 89 -49 4.8 -0.7
DHS WisdomTree U.S. High Dividend Fund 3.7 38 2 8.2 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.6 35 5 5.9 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 2 6.2 +0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.6 40 0 5.8 +0.4
DUHP Dimensional US High Profitability ETF 3.6 21 19 6.4 +1.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -15 4.2 -1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -25 4.7 -0.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.5 60 -20 5.6 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 3.5 125 -85 5.3 -0.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.4 12 28 5.7 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.5 +2.1
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 36 6.8 +1.4
SPGP Invesco S&P 500 GARP ETF 3.4 34 6 9.2 +3.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.8 +2.4
ACWV iShares MSCI Global Min Vol Factor ETF 3.3 20 20 5.9 +0.5
ABEQ Absolute Select Value ETF 3.2 85 -45 4.8 -0.7
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 23 7.0 +1.6
JOET Virtus Terranova US Quality Momentum ETF 3.1 29 11 4.7 -0.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.1 20 20 7.7 +2.3
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 31 6.1 +0.7
FFTY Innovator IBD 50 ETF 3.0 80 -40 0.5 -4.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.0 60 -20 7.0 +1.5
SIZE iShares MSCI USA Size Factor ETF 2.9 15 25 5.8 +0.4
ARKW ARK Next Generation Internet ETF 2.9 87 -47 -0.5 -6.0
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -30 1.1 -4.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 -25 3.5 -1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 6.1 +0.7
IWS iShares Russell Mid-Cap Value ETF 2.9 23 17 6.9 +1.5
VYM Vanguard High Dividend Yield Index ETF 2.9 6 34 7.2 +1.8
GDIV Harbor Dividend Growth Leaders ETF 2.9 50 -10 5.3 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.9 35 5 6.1 +0.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.8 29 11 6.3 +0.9
EZM WisdomTree U.S. MidCap Fund 2.8 38 2 9.3 +3.9
DEW WisdomTree Global High Dividend Fund 2.8 58 -18 8.7 +3.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.8 52 -12 6.7 +1.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.8 20 20 6.0 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 9 7.1 +1.7
TRFM AAM Transformers ETF 2.8 49 -9 1.5 -3.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 -9 4.4 -1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 2.7 20 20 7.1 +1.7
BDIV AAM Brentview Dividend Growth ETF 2.6 49 -9 4.6 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.6 60 -20 4.7 -0.7
ABFL Abacus FCF Leaders ETF 2.6 59 -19 5.5 +0.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.6 60 -20 3.6 -1.8
SMOT VanEck Morningstar SMID Moat ETF 2.6 49 -9 6.7 +1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -20 7.7 +2.3
VAMO Cambria Value & Momentum ETF 2.6 61 -21 6.4 +0.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 25 4.6 -0.8
FMDE Fidelity Enhanced Mid Cap ETF 2.6 23 17 5.8 +0.4
BFOR ALPS Barron's 400 ETF 2.5 65 -25 6.1 +0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -25 2.2 -3.2
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -10 5.6 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 2.5 39 1 8.5 +3.1
SFYX SoFi Next 500 ETF 2.5 0 40 6.0 +0.6
OCFS Otter Creek Focus Strategy ETF 2.5 85 -45 4.1 -1.4
CLNR IQ Cleaner Transport ETF 2.5 45 -5 6.6 +1.1
HART IQ Healthy Hearts ETF 2.5 45 -5 6.5 +1.1
SYNB Putnam BioRevolution ETF 2.5 70 -30 3.1 -2.4
CARZ First Trust NASDAQ Global Auto Index Fund 2.5 70 -30 5.3 -0.1
SKYY First Trust Cloud Computing ETF 2.5 60 -20 3.0 -2.4
DRIV Global X Autonomous & Electric Vehicles ETF 2.5 68 -28 5.6 +0.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.5 65 -25 -1.3 -6.7
CLOD Themes Cloud Computing ETF 2.5 35 5 3.0 -2.4
MVPA Miller Value Partners Appreciation ETF 2.5 60 -20 9.4 +3.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.5 70 -30 4.7 -0.7
FTGS First Trust Growth Strength ETF 2.5 60 -20 4.9 -0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -24 2.4 -3.1
IGV iShares Expanded Tech-Software Sector ETF 2.4 41 -1 2.7 -2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.4 61 -21 1.5 -3.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 25 6.2 +0.7
GVLU Gotham 1000 Value ETF 2.4 50 -10 9.0 +3.5
ARKF ARK Fintech Innovation ETF 2.4 75 -35 -0.4 -5.9
FDVV Fidelity High Dividend ETF 2.4 15 25 7.9 +2.5
SIXL ETC 6 Meridian Low Beta Equity ETF 2.4 80 -40 6.1 +0.7
VOE Vanguard Mid-Cap Value ETF 2.4 7 33 7.8 +2.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 22 7.0 +1.6
FLDZ RiverNorth Patriot ETF 2.4 75 -35 6.1 +0.7
SDY SPDR S&P Dividend ETF 2.4 35 5 6.7 +1.3
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 52 -12 10.1 +4.6
DIA SPDR Dow Jones Industrial Average ETF Trust 2.3 16 24 5.5 +0.1
ETHO Etho Climate Leadership U.S. ETF 2.3 47 -7 5.4 +0.0
IWR iShares Russell Midcap ETF 2.3 19 21 5.9 +0.5
VFLO VictoryShares Free Cash Flow ETF 2.3 39 1 10.6 +5.2
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 0 5.7 +0.3
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 -28 15.8 +10.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.2 55 -15 10.4 +5.0
EQRR ProShares Equities for Rising Rates ETF 2.2 35 5 8.4 +2.9
FAB First Trust Multi Cap Value AlphaDEX Fund 2.2 67 -27 10.2 +4.8
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 30 4.7 -0.8
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 6.5 +1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 -35 7.2 +1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 10 8.3 +2.9
FXL First Trust Technology AlphaDEX Fund 2.1 61 -21 5.5 +0.1
SPHB Invesco S&P 500 High Beta ETF 2.1 25 15 4.8 -0.6
ALTL Pacer Lunt Large Cap Alternator ETF 2.1 60 -20 4.4 -1.0
VO Vanguard Mid-Cap ETF 2.1 4 36 5.8 +0.4
UFO Procure Space ETF 2.0 75 -35 -1.8 -7.2
AIVC Amplify Bloomberg AI Value Chain ETF 2.0 59 -19 6.0 +0.6
PY Principal Value ETF 2.0 15 25 7.4 +2.0
MOTO SmartETFs Smart Transportation & Technology ETF 2.0 68 -28 7.3 +1.9
FBOT Fidelity Disruptive Automation ETF 2.0 50 -10 3.7 -1.7
USSE Segall Bryant & Hamill Select Equity ETF 2.0 65 -25 4.3 -1.1
PCGG Polen Capital Global Growth ETF 2.0 85 -45 3.7 -1.7
TMFG Motley Fool Global Opportunities ETF 2.0 85 -45 3.9 -1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.0 6 34 4.1 -1.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.0 65 -25 7.4 +2.0
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 36 6.1 +0.6
ICAP InfraCap Equity Income Fund ETF 1.9 171 -131 6.8 +1.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 34 8.2 +2.8
CCMG CCM Global Equity ETF 1.9 34 6 8.6 +3.2
DFNV Donoghue Forlines Innovation ETF 1.9 69 -29 4.6 -0.9
IEDI iShares U.S. Consumer Focused ETF 1.9 18 22 5.2 -0.2
WAR U.S. Global Tech and Aerospace & Defense ETF 1.9 60 -20 3.5 -2.0
KOMP SPDR S&P Kensho New Economies Composite ETF 1.9 20 20 2.8 -2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.8 27 13 7.0 +1.6
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 27 6.4 +1.0
RUNN Running Oak Efficient Growth ETF 1.7 58 -18 4.8 -0.6
FVD First Trust Value Line Dividend Index Fund 1.7 65 -25 6.4 +0.9
CVAR Cultivar ETF 1.7 87 -47 6.9 +1.5
VOT Vanguard Mid-Cap Growth ETF 1.7 7 33 3.6 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -30 4.7 -0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 36 6.3 +0.9
FLV American Century Focused Large Cap Value ETF 1.7 42 -2 6.8 +1.4
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 7.3 +1.9
ARKX ARK Space Exploration & Innovation ETF 1.6 75 -35 -0.2 -5.6
DON WisdomTree U.S. MidCap Dividend Fund 1.6 38 2 8.9 +3.5
NXTG First Trust Indxx NextG ETF 1.6 70 -30 5.3 -0.1
STXM Strive Mid-Cap ETF 1.6 18 22 6.5 +1.0
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.7 +0.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.5 48 -8 8.3 +2.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 0.5 -5.0
XSW SPDR S&P Software & Services ETF 1.5 35 5 1.8 -3.6
CLOU Global X Cloud Computing ETF 1.5 68 -28 2.2 -3.3
ARKK ARK Innovation ETF 1.5 75 -35 -2.5 -7.9
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.3 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 1.5 20 20 9.7 +4.3
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -32 6.5 +1.1
DGRO iShares Core Dividend Growth ETF 1.3 8 32 6.5 +1.0
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.6 +4.1
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.9 +1.4
PFM Invesco Dividend Achievers ETF 1.3 53 -13 5.3 -0.1
QTUM Defiance Quantum ETF 1.2 40 0 5.5 +0.0
NIXT Research Affiliates Deletions ETF 1.2 9 31 9.0 +3.6
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 20 8.9 +3.5
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.2 +0.8
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -25 8.9 +3.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 9.4 +4.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.2 60 -20 8.4 +2.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.2 25 15 7.6 +2.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -9 12.1 +6.6
GINX SGI Enhanced Global Income ETF 1.2 98 -58 6.9 +1.5
SMMD iShares Russell 2500 ETF 1.1 15 25 6.5 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -30 3.1 -2.3
FPX First Trust US Equity Opportunities ETF 1.1 61 -21 1.0 -4.4
CZAR Themes Natural Monopoly ETF 1.1 35 5 5.4 +0.0
DTEC ALPS Disruptive Technologies ETF 1.1 50 -10 3.8 -1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 16 8.3 +2.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 6.3 +0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 23 6.0 +0.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -20 6.1 +0.7
FSCS First Trust SMID Capital Strength ETF 1.0 60 -20 7.0 +1.5
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 34 9.5 +4.1
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 6.5 +1.1
VBR Vanguard Small Cap Value ETF 1.0 7 33 9.3 +3.9
TTAC FCF US Quality ETF 1.0 59 -19 6.0 +0.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 8.2 +2.7
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -50 10.2 +4.8
FMKT The Free Markets ETF 0.9 76 -36 2.1 -3.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 22 9.0 +3.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 15 5.3 -0.1
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 15 5.2 -0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 25 9.0 +3.6
VB Vanguard Small-Cap ETF 0.9 5 35 6.3 +0.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -21 -2.5 -7.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 30 9.0 +3.6
WCEO Hypatia Women CEO ETF 0.9 85 -45 4.4 -1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 15 8.1 +2.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 11.1 +5.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 10 6.9 +1.4
ISCB iShares Morningstar Small-Cap ETF 0.8 4 36 6.3 +0.9
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 17 3.4 -2.0
VBK Vanguard Small-Cap Growth ETF 0.8 7 33 2.0 -3.5
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.5 +0.1
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.9 +1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 16 8.0 +2.6
VIG Vanguard Dividend Appreciation ETF 0.7 5 35 5.6 +0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 25 7.6 +2.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 3.0 -2.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 28 7.3 +1.9
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -41 3.4 -2.0
USCF Themes US Cash Flow Champions ETF 0.6 29 11 9.1 +3.7
MDY SPDR S&P Midcap 400 ETF Trust 0.6 24 16 7.4 +1.9
IJH iShares Core S&P Mid-Cap ETF 0.6 5 35 7.6 +2.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 33 7.5 +2.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 37 7.6 +2.2
LGCF Themes US Cash Flow Champions ETF 0.6 30 10 8.4 +3.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -20 7.8 +2.3
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 9.7 +4.2
DFAS Dimensional U.S. Small Cap ETF 0.5 26 14 6.7 +1.3
SCHA Schwab U.S. Small-Cap ETF 0.5 4 36 6.3 +0.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 15 8.1 +2.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 5 7.3 +1.9
XT iShares Exponential Technologies ETF 0.5 46 -6 4.8 -0.6
SPHQ Invesco S&P 500 Quality ETF 0.4 15 25 5.2 -0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 25 6.4 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 8.2 +2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -12 5.5 +0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -18 5.4 0.0
PTL Inspire 500 ETF 0.4 9 31 5.4 +0.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 9.7 +4.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 23 6.1 +0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 10 30 6.0 +0.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 25 6.1 +0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 6.7 +1.3
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 10.4 +4.9
IBLC iShares Blockchain and Tech ETF 0.2 47 -7 -3.7 -9.2
VXF Vanguard Extended Market ETF 0.2 5 35 4.9 -0.5
STXD Strive 1000 Dividend Growth ETF 0.1 35 5 4.9 -0.5
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 10.6 +5.2

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%.

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.3 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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