Invesco S&P 500 Equal Weight Consumer Discretionary ETF
ALTAR
Score™		 5.7% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 16.0x P/Sales
ratio		 1.2x
P/BV
ratio		 3.2x Div.
yield		 1.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco S&P Equal Weight Consumer Discretionary ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate the performance of the S&P Equal Weight Consumer Discretionary Index.

FUND BASICS
Category US Equities
Fund Sponsor Security Investors LLC
Website guggenheiminvestments.com
Inception date Nov 01, 2006
Assets (mns) $213
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $106,283
Large cap (>$10bn) 88.1%
Mid cap ($2-10bn) 11.9%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
TAPESTRY, INC. 2.6 %
YUM! BRANDS INC 2.6 %
DARDEN RESTAURANTS INC 2.6 %
LKQ CORP 2.5 %
APTIV PLC 2.5 %
AUTOZONE INC 2.5 %
O'REILLY AUTOMOTIVE INC 2.4 %
EBAY INC 2.4 %
MCDONALD'S CORP 2.3 %
STARBUCKS CORP 2.3 %
Total 24.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.1 %
IRELAND 1.8 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
1.8% 10.4% 13.7% 9.5% 11.0%

Market Correlations
versus... Beta R-squared
S&P500 1.05 16%
MSCI EAFE 0.93 13%
MSCI Emg. Mkts. 0.41 3%

Technical Indicators
Recent close $51.01
30d moving avg. $52.34
Annualized volatility 44.9%
Short interest (ETF) 0.6%
Short interest (Underlying) 3.5%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 148
Turnover 3.6%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $53,033

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 693 potential alternatives to the Invesco S&P 500 Equal Weight Consumer Discretionary ETF ETF based on the alternatives' overlap in portfolio holdings with RSPD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RSPD Expense: 40 bp ALTAR Score™: 5.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RSPD
Ticker Fund
Name		 Overlap1
vs RSPD
(%)		 Expense
ratio
(bp)		 Savings
vs RSPD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RSPD
(%)
XLY Consumer Discretionary Select Sector SPDR Fund 51.5 8 32 5.1 -0.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 38.4 8 32 4.9 -0.8
VCR Vanguard Consumer Discretionary ETF 38.1 10 30 4.9 -0.8
IYC iShares U.S. Consumer Discretionary ETF 36.9 40 0 4.1 -1.7
RXI iShares Global Consumer Discretionary ETF 36.2 41 -1 9.2 +3.5
IEDI iShares U.S. Consumer Focused ETF 30.7 18 22 5.3 -0.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 29.7 61 -21 7.8 +2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 25.2 60 -20 5.3 -0.4
MILN Global X Millennial Consumer ETF 22.4 50 -10 3.1 -2.7
SMRI Bushido Capital US Equity ETF 20.5 71 -31 9.9 +4.2
RPG Invesco S&P 500 Pure Growth ETF 20.2 35 5 3.6 -2.1
EMOT First Trust S&P 500 Economic Moat ETF 20.2 60 -20 6.5 +0.8
RTH VanEck Retail ETF 20.1 35 5 5.3 -0.4
VFLO VictoryShares Free Cash Flow ETF 16.8 39 1 10.7 +5.0
ISHP First Trust Nasdaq Retail ETF 15.4 60 -20 5.5 -0.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 15.2 56 -16 2.6 -3.2
XRT SPDR S&P Retail ETF 15.0 35 5 9.6 +3.9
SPGP Invesco S&P 500 GARP ETF 15.0 34 6 9.6 +3.9
IBUY Amplify Online Retail ETF 14.7 65 -25 3.7 -2.1
BUL Pacer US Cash Cows Growth ETF 14.6 60 -20 6.7 +1.0
ACSI American Customer Satisfaction ETF 14.4 65 -25 5.2 -0.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 14.4 60 -20 4.4 -1.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 14.2 60 -20 1.9 -3.9
POWA Invesco Bloomberg Pricing Power ETF 14.1 40 0 5.3 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 14.1 60 -20 4.7 -1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 13.7 15 25 7.3 +1.6
RPV Invesco S&P 500 Pure Value ETF 13.5 35 5 10.7 +5.0
BEDZ AdvisorShares Hotel ETF 12.9 100 -60 2.5 -3.2
FTXR First Trust Nasdaq Transportation ETF 12.9 60 -20 10.4 +4.6
SSPY Syntax Stratified LargeCap ETF 12.7 30 10 6.6 +0.8
AVLV Avantis U.S. Large Cap Value ETF 12.7 15 25 8.1 +2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.7 19 21 6.5 +0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 12.7 65 -25 5.4 -0.4
PKW Invesco Buyback Achievers ETF 12.6 62 -22 8.0 +2.2
ITB iShares U.S. Home Construction ETF 12.5 40 0 12.2 +6.4
PEJ Invesco Leisure and Entertainment ETF 11.9 58 -18 1.2 -4.5
VUSE Vident U.S. Equity Strategy ETF 11.5 50 -10 4.8 -0.9
XHB SPDR S&P Homebuilders ETF 11.5 35 5 11.8 +6.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 11.4 49 -9 4.3 -1.4
INCE Franklin Income Equity Focus ETF 10.9 29 11 5.6 -0.1
TTAC FCF US Quality ETF 10.8 59 -19 6.1 +0.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 10.8 30 10 7.9 +2.2
EATZ AdvisorShares Restaurant ETF 10.7 101 -61 5.7 +0.0
SPVM Invesco S&P 500 Value with Momentum ETF 10.7 39 1 8.5 +2.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.7 20 20 7.8 +2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 10.5 59 -19 2.8 -2.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 10.4 60 -20 1.2 -4.5
LUX Tema Luxury ETF 10.4 75 -35 2.6 -3.1
JQUA JPMorgan U.S. Quality Factor ETF 10.4 12 28 6.0 +0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 10.3 50 -10 8.3 +2.6
SPXT ProShares S&P 500 Ex-Technology ETF 10.3 9 31 5.6 -0.2
SMOT VanEck Morningstar SMID Moat ETF 10.3 49 -9 7.1 +1.3
FTGS First Trust Growth Strength ETF 10.2 60 -20 5.6 -0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 10.1 75 -35 7.6 +1.9
SURE AdvisorShares Insiders Advantage ETF 10.1 90 -50 10.0 +4.3
CAML Congress Large Cap Growth ETF 10.0 66 -26 3.4 -2.4
FQAL Fidelity Quality Factor ETF 10.0 15 25 5.9 +0.2
SDOG ALPS Sector Dividend Dogs ETF 9.9 36 4 9.3 +3.6
EQRR ProShares Equities for Rising Rates ETF 9.9 35 5 8.0 +2.3
QGRW WisdomTree U.S. Quality Growth Fund 9.8 28 12 4.7 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 9.8 9 31 5.0 -0.8
VSLU Applied Finance Valuation Large Cap ETF 9.8 49 -9 5.9 +0.1
HOMZ Hoya Capital Housing ETF 9.8 30 10 6.3 +0.6
ACVF American Conservative Values ETF 9.7 75 -35 4.5 -1.3
RWL Invesco S&P 500 Revenue ETF 9.7 39 1 7.0 +1.3
FLQL Franklin LibertyQ U.S. Equity ETF 9.7 15 25 5.7 0.0
IUS Invesco RAFI Strategic US ETF 9.6 19 21 7.1 +1.3
SHE SPDR MSCI USA Gender Diversity ETF 9.5 20 20 5.2 -0.5
RSP Invesco S&P 500 Equal Weight ETF 9.4 20 20 6.3 +0.6
ROE Astoria US Quality Kings ETF 9.3 49 -9 7.0 +1.3
SPDV AAM S&P 500 High Dividend Value ETF 9.3 29 11 9.8 +4.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.3 48 -8 6.0 +0.2
CRUZ Defiance Hotel Airline and Cruise ETF 9.3 45 -5 3.1 -2.6
THRO iShares U.S. Thematic Rotation Active ETF 9.3 90 -50 4.4 -1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 9.2 32 8 5.2 -0.5
SRHQ SRH U.S. Quality ETF 9.2 35 5 7.6 +1.8
SPHB Invesco S&P 500 High Beta ETF 9.2 25 15 5.3 -0.4
QUAL iShares MSCI USA Quality Factor ETF 9.2 15 25 5.3 -0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.1 9 31 5.6 -0.2
EQWL Invesco S&P 100 Equal Weight ETF 9.1 25 15 6.2 +0.5
SPXN ProShares S&P 500 Ex-Financials ETF 9.1 9 31 5.0 -0.7
OALC OneAscent Large Cap Core ETF 9.0 86 -46 4.6 -1.1
JPEF JPMorgan Equity Focus ETF 9.0 50 -10 4.5 -1.2
JGLO JPMorgan Global Select Equity ETF 9.0 33 7 5.1 -0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 9.0 12 28 4.8 -0.9
WTV WisdomTree US Value Fund of Benef Interest 8.9 12 28 9.5 +3.7
VOT Vanguard Mid-Cap Growth ETF 8.9 7 33 3.7 -2.0
IMCG iShares Morningstar Mid-Cap Growth ETF 8.9 6 34 4.1 -1.6
INRO iShares U.S. Industry Rotation Active ETF 8.9 42 -2 4.1 -1.6
JGRO JPMorgan Active Growth ETF 8.9 44 -4 3.9 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.8 75 -35 3.7 -2.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 8.8 25 15 9.9 +4.1
VALQ American Century U.S. Quality Value ETF 8.8 29 11 7.6 +1.9
MGK Vanguard Mega Cap Growth ETF 8.8 7 33 4.5 -1.3
JEPI JPMorgan Equity Premium Income ETF 8.8 35 5 5.4 -0.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 8.8 20 20 4.5 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 8.8 29 11 5.1 -0.6
AVSU Avantis Responsible U.S. Equity ETF 8.8 15 25 6.4 +0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 8.7 9 31 4.4 -1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 8.7 5 35 7.1 +1.4
COWZ Pacer US Cash Cows 100 ETF 8.7 49 -9 9.5 +3.7
WOMN Impact Shares YWCA Women's Empowerment ETF 8.6 75 -35 5.2 -0.6
ABFL Abacus FCF Leaders ETF 8.6 59 -19 5.8 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.6 35 5 4.5 -1.2
VLUE iShares MSCI USA Value Factor ETF 8.6 15 25 10.2 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.6 15 25 4.3 -1.5
QGRO American Century U.S. Quality Growth ETF 8.5 29 11 3.8 -1.9
XVV iShares ESG Screened S&P 500 ETF 8.5 8 32 5.1 -0.6
LRGF iShares U.S. Equity Factor ETF 8.5 8 32 5.8 +0.1
ONEO SPDR Russell 1000 Momentum Focus ETF 8.5 20 20 6.8 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 8.5 59 -19 6.5 +0.8
KRMA Global X Conscious Companies ETF 8.4 43 -3 6.1 +0.4
DVND Touchstone Dividend Select ETF 8.4 67 -27 5.7 -0.0
FDLO Fidelity Low Volatility Factor ETF 8.4 15 25 5.4 -0.4
GDIV Harbor Dividend Growth Leaders ETF 8.4 50 -10 5.2 -0.5
AVUS Avantis U.S. Equity ETF 8.3 15 25 6.3 +0.6
SPXE ProShares S&P 500 Ex-Energy ETF 8.3 9 31 4.7 -1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.3 14 26 5.2 -0.5
EDOW First Trust Dow 30 Equal Weight ETF 8.3 50 -10 5.3 -0.4
EBIZ Global X E-Commerce ETF 8.3 50 -10 4.3 -1.4
USMF WisdomTree U.S. Multifactor Fund 8.2 28 12 6.7 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.2 58 -18 4.3 -1.4
JHML John Hancock Multifactor Large Cap ETF 8.2 29 11 5.6 -0.1
DUHP Dimensional US High Profitability ETF 8.2 21 19 6.6 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.2 10 30 5.3 -0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 8.2 20 20 5.0 -0.7
ESGV Vanguard ESG U.S. Stock ETF 8.0 9 31 5.0 -0.7
ADME Aptus Drawdown Managed Equity ETF 8.0 79 -39 4.3 -1.4
IVV iShares Core S&P 500 ETF 8.0 3 37 5.3 -0.4
VOO Vanguard S&P 500 ETF 8.0 3 37 5.3 -0.4
SPLG SPDR Portfolio S&P 500 ETF 8.0 2 38 5.3 -0.4
SPY SPDR S&P 500 ETF Trust 8.0 9 31 5.2 -0.5
GLOF iShares Global Equity Factor ETF 8.0 20 20 6.8 +1.1
PSET Principal Quality ETF 8.0 15 25 5.7 -0.0
DFSU Dimensional US Sustainability Core 1 ETF 8.0 18 22 5.8 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 8.0 28 12 5.7 -0.0
VUG Vanguard Growth ETF 8.0 4 36 4.3 -1.4
PY Principal Value ETF 8.0 15 25 7.1 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.9 7 33 5.2 -0.5
KLMN Invesco MSCI North America Climate ETF 7.9 9 31 5.3 -0.5
FDRR Fidelity Dividend ETF for Rising Rates 7.9 15 25 7.6 +1.8
CHGX AXS Change Finance ESG ETF 7.9 49 -9 5.3 -0.4
VOTE TCW Transform 500 ETF 7.9 5 35 5.2 -0.5
SUSL iShares ESG MSCI USA Leaders ETF 7.9 10 30 5.3 -0.4
TMFC Motley Fool 100 Index ETF 7.9 50 -10 4.1 -1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.9 7 33 5.2 -0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 7.9 0 40 5.3 -0.5
PBUS Invesco MSCI USA ETF 7.9 4 36 5.2 -0.5
GLBL Pacer MSCI World Industry Advantage ETF 7.9 65 -25 5.0 -0.8
PWB Invesco Large Cap Growth ETF 7.9 56 -16 3.2 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.9 2 38 5.3 -0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 7.9 15 25 5.1 -0.7
GSPY Gotham Enhanced 500 ETF 7.8 50 -10 5.5 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.8 11 29 5.2 -0.5
CGGR Capital Group Growth ETF 7.8 39 1 3.7 -2.1
VFQY Vanguard U.S. Quality Factor ETF 7.7 13 27 6.6 +0.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 7.7 8 32 5.3 -0.5
VV Vanguard Large-Cap ETF 7.7 4 36 5.2 -0.5
MODL VictoryShares WestEnd U.S. Sector ETF 7.7 42 -2 5.0 -0.8
STRV Strive 500 ETF 7.7 5 35 5.2 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 7.7 59 -19 4.4 -1.4
HLGE Hartford Longevity Economy ETF 7.7 44 -4 5.5 -0.2
ILCB iShares Morningstar U.S. Equity ETF 7.7 3 37 5.2 -0.5
SCHX Schwab U.S. Large-Cap ETF 7.7 3 37 5.3 -0.4
IWB iShares Russell 1000 ETF 7.7 15 25 5.2 -0.5
AFLG First Trust Active Factor Large Cap ETF 7.7 55 -15 6.2 +0.5
LGRO Level Four Large Cap Growth Active ETF 7.7 55 -15 4.1 -1.6
VONE Vanguard Russell 1000 ETF 7.7 8 32 5.3 -0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 7.7 3 37 5.5 -0.3
BJK VanEck Gaming ETF 7.6 65 -25 3.9 -1.8
IVW iShares S&P 500 Growth ETF 7.6 18 22 4.5 -1.2
VOOG Vanguard S&P 500 Growth ETF 7.6 10 30 4.6 -1.1
IYY iShares Dow Jones U.S. ETF 7.6 20 20 5.1 -0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 7.6 4 36 4.7 -1.1
FVAL Fidelity Value Factor ETF 7.6 15 25 7.3 +1.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.6 15 25 6.4 +0.6
DFUS Dimensional U.S. Equity ETF 7.6 9 31 5.3 -0.4
SCHK Schwab 1000 Index ETF 7.6 5 35 5.3 -0.4
IWF iShares Russell 1000 Growth ETF 7.6 19 21 4.8 -1.0
VONG Vanguard Russell 1000 Growth ETF 7.6 8 32 4.9 -0.8
IWP iShares Russell Mid-Cap Growth ETF 7.6 23 17 3.7 -2.1
LCLG Logan Capital Broad Innovative Growth ETF 7.6 99 -59 4.6 -1.1
SPVU Invesco S&P 500 Enhanced Value ETF 7.5 13 27 10.5 +4.8
LYLD Cambria Large Cap Shareholder Yield ETF 7.5 59 -19 9.8 +4.1
FDN First Trust Dow Jones Internet Index Fund 7.5 52 -12 3.5 -2.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 7.5 85 -45 8.7 +3.0
FDND FT Vest Dow Jones Internet & Target Income ETF 7.5 75 -35 3.2 -2.5
IMCB iShares Morningstar Mid-Cap ETF 7.5 4 36 6.0 +0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.5 45 -5 4.9 -0.8
BUZZ VanEck Social Sentiment ETF 7.5 75 -35 -1.3 -7.0
QLC FlexShares US Quality Large Cap Index Fund 7.5 25 15 5.9 +0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 7.5 36 4 5.1 -0.6
STXG Strive 1000 Growth ETF 7.5 18 22 4.2 -1.5
DFAU Dimensional US Core Equity Market ETF 7.4 12 28 5.5 -0.2
QQMG Invesco ESG NASDAQ 100 ETF 7.4 20 20 4.6 -1.1
IWV iShares Russell 3000 ETF 7.4 20 20 5.0 -0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.4 29 11 4.8 -0.9
DEUS Xtrackers Russell US Multifactor ETF 7.4 17 23 6.9 +1.2
VTHR Vanguard Russell 3000 ETF 7.4 10 30 5.2 -0.6
IUSG iShares Core S&P U.S. Growth ETF 7.4 4 36 4.7 -1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.4 3 37 5.2 -0.6
SCHB Schwab U.S. Broad Market ETF 7.4 3 37 5.3 -0.4
DSTL Distillate US Fundamental Stability & Value ETF 7.4 39 1 8.3 +2.6
VTI Vanguard Total Stock Market ETF 7.4 3 37 5.2 -0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 7.3 15 25 4.5 -1.2
IWL iShares Russell Top 200 ETF 7.3 15 25 5.1 -0.7
MGC Vanguard Mega Cap ETF 7.3 7 33 5.1 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.3 9 31 6.1 +0.4
MAGA Point Bridge America First ETF 7.3 72 -32 6.5 +0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 7.3 16 24 5.7 -0.1
RVRB Reverb ETF 7.3 30 10 3.7 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 7.3 26 14 3.7 -2.0
SNPV Xtrackers S&P 500 Value ESG ETF 7.3 15 25 5.4 -0.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 7.3 20 20 4.5 -1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 7.3 45 -5 2.0 -3.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.3 15 25 5.7 -0.1
FELG Fidelity Enhanced Large Cap Growth ETF 7.3 18 22 5.2 -0.5
USXF iShares ESG Advanced MSCI USA ETF 7.3 10 30 4.9 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 7.2 25 15 7.4 +1.7
DEMZ Democratic Large Cap Core ETF 7.2 45 -5 4.6 -1.2
FBCG Fidelity Blue Chip Growth ETF 7.2 59 -19 3.4 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.2 25 15 6.0 +0.3
IWY iShares Russell Top 200 Growth ETF 7.2 20 20 4.9 -0.8
SIZE iShares MSCI USA Size Factor ETF 7.2 15 25 5.8 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.1 30 10 5.0 -0.7
LST Leuthold Select Industries ETF 7.1 91 -51 6.1 +0.4
CFA VictoryShares US 500 Volatility Wtd ETF 7.1 35 5 6.1 +0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.1 29 11 6.8 +1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.1 50 -10 4.3 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 7.1 9 31 6.0 +0.2
ZECP Zacks Earnings Consistent Portfolio ETF 7.1 55 -15 4.9 -0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.1 40 0 6.0 +0.3
VOOV Vanguard S&P 500 Value ETF 7.1 10 30 6.3 +0.6
IVE iShares S&P 500 Value ETF 7.1 18 22 6.2 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 7.1 29 11 7.3 +1.6
VSDA VictoryShares Dividend Accelerator ETF 7.1 35 5 7.0 +1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.1 25 15 5.9 +0.2
LOWV AB US Low Volatility Equity ETF 7.1 48 -8 5.3 -0.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.1 75 -35 3.5 -2.3
PNQI Invesco NASDAQ Internet ETF 7.1 60 -20 3.8 -1.9
SPYV SPDR Portfolio S&P 500 Value ETF 7.1 4 36 6.4 +0.6
FTCS First Trust Capital Strength ETF 7.1 55 -15 5.2 -0.6
LRND IQ U.S. Large Cap R&D Leaders ETF 7.0 14 26 6.7 +1.0
QQQ Invesco QQQ Trust Series I 7.0 20 20 4.6 -1.2
HDUS Hartford Disciplined US Equity ETF 7.0 19 21 5.9 +0.1
RFFC ALPS Active Equity Opportunity ETF 7.0 48 -8 4.5 -1.2
FLRG Fidelity U.S. Multifactor ETF 7.0 15 25 7.1 +1.4
ESGU iShares ESG Aware MSCI USA ETF 7.0 15 25 5.1 -0.6
QQQM Invesco NASDAQ 100 ETF 7.0 15 25 4.6 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 6.9 59 -19 9.4 +3.7
SNPE Xtrackers S&P 500 ESG ETF 6.9 10 30 5.4 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.8 56 -16 6.3 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 6.8 25 15 7.3 +1.5
IUSV iShares Core S&P US Value ETF 6.8 4 36 6.5 +0.8
BUYZ Franklin Disruptive Commerce ETF 6.8 50 -10 2.6 -3.2
DSI iShares MSCI KLD 400 Social ETF 6.8 25 15 5.2 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 6.8 39 1 7.0 +1.2
DCOR Dimensional US Core Equity 1 ETF 6.7 14 26 5.8 +0.1
OEF iShares S&P 100 ETF 6.7 20 20 5.1 -0.7
SCHV Schwab U.S. Large-Cap Value ETF 6.7 4 36 6.8 +1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 6.7 37 3 5.9 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 6.7 75 -35 4.2 -1.6
NUMV Nuveen ESG Mid-Cap Value ETF 6.7 31 9 6.4 +0.6
OPTZ Optimize Strategy Index ETF 6.7 50 -10 5.3 -0.4
VLU SPDR S&P 1500 Value Tilt ETF 6.7 12 28 7.2 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 6.6 9 31 5.5 -0.3
SFYF SoFi Social 50 ETF 6.6 29 11 0.0 -5.7
ILCG iShares Morningstar Growth ETF 6.6 4 36 4.1 -1.6
RUNN Running Oak Efficient Growth ETF 6.6 58 -18 4.9 -0.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.6 12 28 4.5 -1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.6 20 20 5.3 -0.4
STXD Strive 1000 Dividend Growth ETF 6.6 35 5 5.0 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 6.5 18 22 5.6 -0.1
EPS WisdomTree U.S. LargeCap Fund 6.5 8 32 6.1 +0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.5 10 30 3.3 -2.5
VO Vanguard Mid-Cap ETF 6.5 4 36 5.6 -0.1
TOK iShares MSCI Kokusai ETF 6.5 26 14 5.2 -0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.5 20 20 7.4 +1.7
USSE Segall Bryant & Hamill Select Equity ETF 6.4 65 -25 4.4 -1.4
ITAN Sparkline Intangible Value ETF 6.4 50 -10 6.5 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.4 65 -25 3.0 -2.7
SUSA iShares MSCI USA ESG Select ETF 6.4 25 15 5.0 -0.7
JMOM JPMorgan U.S. Momentum Factor ETF 6.4 12 28 4.8 -1.0
APUE ActivePassive U.S. Equity ETF 6.4 45 -5 4.9 -0.8
LVOL American Century Low Volatility ETF 6.4 29 11 4.4 -1.3
CGDV Capital Group Dividend Value ETF 6.4 33 7 4.9 -0.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.3 7 33 7.4 +1.7
URTH iShares MSCI World ETF 6.2 24 16 5.5 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.2 10 30 4.2 -1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.2 29 11 6.4 +0.7
DFAC Dimensional U.S. Core Equity 2 ETF 6.2 17 23 6.0 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 6.2 75 -35 5.4 -0.4
FTDS First Trust Dividend Strength ETF 6.1 70 -30 7.8 +2.1
XMAG Defiance Large Cap ex-Mag 7 ETF 6.1 35 5 4.6 -1.1
KLMT Invesco MSCI Global Climate 500 ETF 6.1 10 30 6.1 +0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.0 27 13 6.1 +0.4
GQQQ Astoria US Quality Growth Kings ETF 6.0 35 5 5.6 -0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.0 15 25 10.0 +4.2
IMCV iShares Morningstar Mid-Cap Value ETF 6.0 6 34 7.9 +2.2
ONEY SPDR Russell 1000 Yield Focus ETF 6.0 20 20 9.1 +3.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.0 70 -30 4.4 -1.4
DFVX Dimensional US Large Cap Vector ETF 6.0 22 18 6.6 +0.8
AIEQ AI Powered Equity ETF 6.0 75 -35 4.1 -1.6
AWAY ETFMG Travel Tech ETF 5.9 76 -36 0.0 -5.7
SFY SoFi Select 500 ETF 5.9 0 40 4.8 -0.9
JAVA JPMorgan Active Value ETF 5.9 44 -4 6.3 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 5.9 4 36 4.4 -1.4
CGGO Capital Group Global Growth Equity ETF 5.9 47 -7 5.0 -0.7
FFND Future Fund Active ETF 5.9 100 -60 4.7 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.9 12 28 5.1 -0.6
PTL Inspire 500 ETF 5.9 9 31 5.4 -0.3
DGT SPDR Global Dow ETF 5.9 50 -10 7.5 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.8 9 31 6.1 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 5.8 65 -25 4.9 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.8 64 -24 2.4 -3.3
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 14 6.2 +0.5
QTOP iShares Nasdaq Top 30 Stocks ETF 5.8 20 20 4.8 -1.0
MDCP VictoryShares THB Mid Cap ESG ETF 5.8 55 -15 5.6 -0.1
QDF FlexShares Quality Dividend Index Fund 5.8 37 3 6.2 +0.5
ACWI iShares MSCI ACWI ETF 5.8 32 8 6.0 +0.2
FDMO Fidelity Momentum Factor ETF 5.8 15 25 4.1 -1.7
FDWM Fidelity Women's Leadership ETF 5.8 59 -19 3.2 -2.6
ONEQ Fidelity Nasdaq Composite Index ETF 5.8 21 19 4.3 -1.5
JOET Virtus Terranova US Quality Momentum ETF 5.7 29 11 5.0 -0.7
BLCV iShares Large Cap Value Active ETF 5.7 53 -13 7.6 +1.9
RDVY First Trust Rising Dividend Achievers ETF 5.7 50 -10 7.8 +2.1
VYM Vanguard High Dividend Yield Index ETF 5.7 6 34 7.3 +1.6
NULC Nuveen ESG Large-Cap ETF 5.7 21 19 5.0 -0.7
AESR Anfield U.S. Equity Sector Rotation ETF 5.7 108 -68 3.7 -2.0
IWR iShares Russell Midcap ETF 5.7 19 21 5.8 +0.0
GVIP Goldman Sachs Hedge Industry VIP ETF 5.7 45 -5 3.8 -1.9
CCMG CCM Global Equity ETF 5.6 34 6 8.5 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.6 20 20 6.0 +0.3
ROUS Hartford Multifactor US Equity ETF 5.6 19 21 7.2 +1.5
EQIN Columbia US Equity Income ETF 5.6 35 5 6.8 +1.1
USRD Themes US R&D Champions ETF 5.6 29 11 5.6 -0.1
JVAL JPMorgan U.S. Value Factor ETF 5.6 12 28 8.5 +2.8
SWP SWP Growth & Income ETF 5.5 99 -59 4.6 -1.1
CGUS Capital Group Core Equity ETF 5.5 33 7 4.6 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 5.5 11 29 5.4 -0.4
TMFX Motley Fool Next Index ETF 5.5 50 -10 3.2 -2.5
QLTY GMO U.S. Quality ETF 5.5 50 -10 5.0 -0.8
GK AdvisorShares Gerber Kawasaki ETF 5.5 75 -35 2.9 -2.8
GURU Global X Guru Index ETF 5.5 75 -35 4.2 -1.6
ILCV iShares Morningstar Value ETF 5.5 4 36 6.7 +0.9
LRGC AB US Large Cap Strategic Equities ETF 5.5 48 -8 4.8 -0.9
VIG Vanguard Dividend Appreciation ETF 5.4 6 34 6.0 +0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 5.4 80 -40 4.7 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 5.4 59 -19 4.0 -1.7
SCHD Schwab US Dividend Equity ETF 5.4 6 34 9.4 +3.7
USMV iShares MSCI USA Min Vol Factor ETF 5.4 15 25 5.5 -0.3
GINN Goldman Sachs Innovate Equity ETF 5.4 52 -12 4.4 -1.4
FPAG FPA Global Equity ETF 5.4 49 -9 6.3 +0.6
XLG Invesco S&P 500 Top 50 ETF 5.4 20 20 5.1 -0.7
VT Vanguard Total World Stock ETF 5.4 7 33 6.3 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 5.4 18 22 6.0 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.4 10 30 5.4 -0.4
SPHQ Invesco S&P 500 Quality ETF 5.4 15 25 5.3 -0.4
QUS SPDR MSCI USA StrategicFactors ETF 5.3 15 25 5.8 +0.1
NACP Impact Shares NAACP Minority Empowerment ETF 5.3 49 -9 4.9 -0.8
FMDE Fidelity Enhanced Mid Cap ETF 5.3 23 17 5.8 +0.1
RND First Trust Bloomberg R&D Leaders ETF 5.3 60 -20 3.0 -2.7
XNTK SPDR NYSE Technology ETF 5.3 35 5 4.4 -1.4
PRAY FIS Christian Stock Fund 5.3 69 -29 5.5 -0.3
RECS Columbia Research Enhanced Core ETF 5.3 15 25 6.2 +0.4
USMC Principal U.S. Mega-Cap ETF 5.3 12 28 5.0 -0.8
TOPT iShares Top 20 U.S. Stocks ETF 5.3 20 20 4.7 -1.0
DIVB iShares Core Dividend ETF 5.3 5 35 7.7 +1.9
JHMM John Hancock Multifactor Mid Cap ETF 5.2 42 -2 6.5 +0.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.2 12 28 5.0 -0.7
MOTE VanEck Morningstar ESG Moat ETF 5.1 49 -9 4.9 -0.9
NUDV Nuveen ESG Dividend ETF 5.1 26 14 6.7 +0.9
FDG American Century Focused Dynamic Growth ETF 5.1 45 -5 2.4 -3.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.1 15 25 4.7 -1.0
IWS iShares Russell Mid-Cap Value ETF 5.1 23 17 6.5 +0.8
MGRO VanEck Morningstar Wide Moat Growth ETF 5.1 49 -9 4.7 -1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.0 79 -39 5.2 -0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 22 4.9 -0.8
DGRO iShares Core Dividend Growth ETF 5.0 8 32 6.6 +0.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.9 40 0 6.2 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 4.9 50 -10 7.3 +1.6
JGRW Jensen Quality Growth ETF 4.9 57 -17 4.6 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.9 15 25 5.8 +0.1
PWV Invesco Large Cap Value ETF 4.9 55 -15 7.6 +1.9
TMDV ProShares Russell US Dividend Growers ETF 4.9 35 5 4.6 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.8 25 15 4.9 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 4.8 25 15 4.8 -0.9
ALTL Pacer Lunt Large Cap Alternator ETF 4.8 60 -20 4.6 -1.1
FFLC Fidelity Fundamental Large Cap Core ETF 4.8 38 2 4.9 -0.8
STXV Strive 1000 Value ETF 4.7 18 22 7.5 +1.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.7 39 1 10.3 +4.5
ZIG Acquirers Fund 4.7 84 -44 20.3 +14.6
PDP Invesco Dorsey Wright Momentum ETF 4.7 62 -22 3.6 -2.2
EGUS iShares ESG Aware MSCI USA Growth ETF 4.7 18 22 4.5 -1.3
GVUS Marketbeta Russell 1000 Value Equity ETF 4.7 12 28 6.5 +0.8
REVS Columbia Research Enhanced Value ETF 4.6 19 21 7.6 +1.9
PEXL Pacer US Export Leaders ETF 4.6 60 -20 5.4 -0.3
FLDZ RiverNorth Patriot ETF 4.5 75 -35 5.9 +0.2
QLV FlexShares US Quality Low Volatility Index Fund 4.5 22 18 5.8 +0.0
BGDV Bahl & Gaynor Dividend ETF 4.5 45 -5 5.0 -0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 4.5 42 -2 5.4 -0.3
IWD iShares Russell 1000 Value ETF 4.5 19 21 6.5 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.5 52 -12 5.6 -0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.5 58 -18 5.6 -0.1
VONV Vanguard Russell 1000 Value ETF 4.5 8 32 6.6 +0.9
WRND IQ Global Equity R&D Leaders ETF 4.4 18 22 7.9 +2.1
DRIV Global X Autonomous & Electric Vehicles ETF 4.4 68 -28 6.8 +1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 4.4 28 12 5.9 +0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 5 5.7 +0.0
VOE Vanguard Mid-Cap Value ETF 4.4 7 33 7.2 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.4 18 22 7.2 +1.5
PFM Invesco Dividend Achievers ETF 4.4 53 -13 5.3 -0.4
VFMV Vanguard U.S. Minimum Volatility ETF 4.4 13 27 5.5 -0.3
SPMO Invesco S&P 500 Momentum ETF 4.4 13 27 4.2 -1.5
VNSE Natixis Vaughan Nelson Select ETF 4.4 80 -40 5.3 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 4.4 60 -20 7.9 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.4 10 30 4.9 -0.9
LCF Touchstone US Large Cap Focused ETF 4.4 69 -29 4.6 -1.1
ONLN ProShares Online Retail ETF 4.4 58 -18 2.6 -3.1
BGRO iShares Large Cap Growth Active ETF 4.3 55 -15 3.3 -2.4
MBCC Monarch Blue Chips Core ETF 4.3 125 -85 3.5 -2.3
FAB First Trust Multi Cap Value AlphaDEX Fund 4.3 67 -27 10.1 +4.4
VTV Vanguard Value ETF 4.3 4 36 6.9 +1.2
MADE iShares U.S. Manufacturing ETF 4.3 40 0 5.8 +0.1
SDY SPDR S&P Dividend ETF 4.3 35 5 6.2 +0.4
BGIG Bahl & Gaynor Income Growth ETF 4.3 45 -5 5.4 -0.3
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 -5 7.0 +1.3
DTD WisdomTree U.S. Total Dividend Fund 4.2 28 12 6.2 +0.5
IWX iShares Russell Top 200 Value ETF 4.2 20 20 6.4 +0.7
ECML Euclidean Fundamental Value ETF 4.2 95 -55 13.1 +7.4
JHDV John Hancock U.S. High Dividend ETF 4.2 34 6 6.3 +0.6
YALL God Bless America ETF 4.2 65 -25 4.3 -1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.2 39 1 4.1 -1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.1 60 -20 4.0 -1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 16 7.6 +1.9
KRUZ Unusual Whales Subversive Republican Trading ETF 4.1 75 -35 6.0 +0.3
MTUM iShares MSCI USA Momentum Factor ETF 4.1 15 25 3.9 -1.8
OCFS Otter Creek Focus Strategy ETF 4.0 85 -45 4.6 -1.1
BEEZ Honeytree U.S. Equity ETF 4.0 64 -24 3.5 -2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 36 6.1 +0.4
BDIV AAM Brentview Dividend Growth ETF 4.0 49 -9 4.3 -1.4
SDEP SFP Core Equity Strategy 4.0 10 30 2.8 -2.9
CSMD Congress SMid Growth ETF 4.0 69 -29 4.2 -1.5
ULVM VictoryShares US Value Momentum ETF 4.0 20 20 7.2 +1.5
DUSA Davis Select U.S. Equity ETF 4.0 61 -21 8.2 +2.5
DWLD Davis Select Worldwide ETF 4.0 63 -23 7.8 +2.1
BFOR ALPS Barron's 400 ETF 3.9 65 -25 6.2 +0.5
JETS U.S. Global Jets ETF 3.9 60 -20 4.2 -1.6
MBOX Freedom Day Dividend ETF 3.9 39 1 7.4 +1.7
LEAD Siren DIVCON Leaders Dividend ETF 3.9 43 -3 4.6 -1.1
PKB Invesco Building & Construction ETF 3.9 62 -22 5.3 -0.5
DIVL Madison Dividend Value ETF 3.9 65 -25 5.4 -0.3
QUVU Hartford Quality Value ETF 3.9 46 -6 7.0 +1.2
LQPE PEO AlphaQuest Thematic PE ETF 3.8 125 -85 6.9 +1.2
SAGP Strategas Global Policy Opportunities ETF 3.8 65 -25 5.3 -0.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.8 39 1 -1.1 -6.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.8 58 -18 5.5 -0.2
IDRV iShares Self-driving EV & Tech ETF 3.8 47 -7 2.5 -3.2
HLAL Wahed FTSE USA Shariah ETF 3.8 50 -10 5.2 -0.6
BELT iShares Long-Term U.S. Equity Active ETF 3.7 75 -35 3.5 -2.2
BETZ Roundhill Sports Betting & iGaming ETF 3.7 75 -35 2.1 -3.7
MGV Vanguard Mega Cap Value ETF 3.7 7 33 6.7 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.7 7 33 8.2 +2.5
CARZ First Trust NASDAQ Global Auto Index Fund 3.7 70 -30 6.0 +0.3
RGEF Rockefeller Global Equity ETF 3.6 55 -15 5.2 -0.5
VFMF Vanguard U.S. Multifactor ETF 3.6 18 22 8.5 +2.8
ACWV iShares MSCI Global Min Vol Factor ETF 3.6 20 20 5.9 +0.1
DFLV Dimensional US Large Cap Value ETF 3.6 22 18 8.2 +2.5
VEGN US Vegan Climate ETF 3.5 60 -20 4.6 -1.1
FDVV Fidelity High Dividend ETF 3.5 15 25 7.5 +1.8
GVLU Gotham 1000 Value ETF 3.5 50 -10 9.1 +3.3
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -6 6.0 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.5 15 25 5.9 +0.2
MDLV Morgan Dempsey Large Cap Value ETF 3.4 58 -18 7.0 +1.3
MOTO SmartETFs Smart Transportation & Technology ETF 3.4 68 -28 7.8 +2.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -15 4.2 -1.5
EZM WisdomTree U.S. MidCap Fund 3.4 38 2 9.3 +3.6
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 5.9 +0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.4 15 25 6.4 +0.7
PPTY US Diversified Real Estate ETF 3.4 53 -13 1.9 -3.8
OGIG ALPS O'Shares Global Internet Giants ETF 3.4 48 -8 1.9 -3.9
VFVA Vanguard U.S. Value Factor ETF 3.3 13 27 11.7 +5.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.3 45 -5 3.5 -2.3
NBDS Neuberger Berman Disrupters ETF 3.3 55 -15 1.0 -4.8
FFOG Franklin Focused Growth ETF 3.3 61 -21 2.8 -2.9
ARKK ARK Innovation ETF 3.3 75 -35 -3.3 -9.0
ARKQ ARK Autonomous Technology & Robotics ETF 3.3 75 -35 0.2 -5.5
AIQ Global X Artificial Intelligence & Technology ETF 3.3 68 -28 4.7 -1.1
AOTG AOT Growth and Innovation ETF 3.3 75 -35 2.4 -3.3
DARP Grizzle Growth ETF 3.3 75 -35 4.7 -1.0
GRNY Fundstrat Granny Shots US Large Cap ETF 3.3 75 -35 3.7 -2.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.3 49 -9 2.2 -3.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.3 65 -25 8.6 +2.8
WLDR Affinity World Leaders Equity ETF 3.3 67 -27 8.3 +2.6
RJMG FT Raymond James Multicap Growth Equity ETF 3.3 85 -45 2.6 -3.2
RVER Trenchless Fund ETF 3.3 65 -25 4.8 -1.0
BKWO BNY Mellon Women's Opportunities ETF 3.3 50 -10 4.0 -1.8
DVY iShares Select Dividend ETF 3.3 38 2 9.2 +3.5
RNEW VanEck Green Infrastructure ETF 3.2 45 -5 -2.0 -7.7
ETEC iShares Breakthrough Environmental Solutions ETF 3.2 47 -7 5.8 +0.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.2 52 -12 6.5 +0.8
ARKW ARK Next Generation Internet ETF 3.2 87 -47 -1.3 -7.1
ICAP InfraCap Equity Income Fund ETF 3.2 171 -131 5.2 -0.5
FELV Fidelity Enhanced Large Cap Value ETF 3.2 18 22 6.8 +1.1
GGRW Gabelli Growth Innovators ETF 3.2 90 -50 2.6 -3.2
STXM Strive Mid-Cap ETF 3.2 18 22 3.6 -2.1
DURA VanEck Durable High Dividend ETF 3.2 29 11 8.5 +2.7
IOO iShares Global 100 ETF 3.2 41 -1 5.4 -0.4
TXS Texas Capital Texas Equity Index ETF 3.2 49 -9 5.1 -0.6
QDIV Global X S&P 500 Quality Dividend ETF 3.1 20 20 8.2 +2.4
HART IQ Healthy Hearts ETF 3.1 45 -5 6.6 +0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.1 35 5 7.7 +2.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.1 60 -20 7.1 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.1 38 2 7.7 +1.9
KNO AXS Knowledge Leaders ETF 3.1 78 -38 6.1 +0.4
VAMO Cambria Value & Momentum ETF 3.1 61 -21 6.8 +1.1
GINX SGI Enhanced Global Income ETF 3.1 98 -58 7.3 +1.6
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 13 9.2 +3.4
RNMC First Trust Mid Cap US Equity Select ETF 3.0 60 -20 7.0 +1.2
PCGG Polen Capital Global Growth ETF 3.0 85 -45 3.8 -1.9
FBCV Fidelity Blue Chip Value ETF 3.0 59 -19 7.5 +1.8
TBG TBG Dividend Focus ETF 2.9 59 -19 7.3 +1.6
FVD First Trust Value Line Dividend Index Fund 2.9 65 -25 6.1 +0.4
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 27 3.4 -2.4
CVAR Cultivar ETF 2.9 87 -47 6.1 +0.4
DON WisdomTree U.S. MidCap Dividend Fund 2.9 38 2 8.3 +2.6
SMAP Amplify Small-Mid Cap Equity ETF 2.9 60 -20 1.3 -4.4
ISCV iShares Morningstar Small Cap Value ETF 2.8 6 34 8.4 +2.7
SYLD Cambria Shareholder Yield ETF 2.8 59 -19 11.9 +6.1
AFMC First Trust Active Factor Mid Cap ETF 2.8 65 -25 8.2 +2.5
FSCS First Trust SMID Capital Strength ETF 2.8 60 -20 6.4 +0.6
SXQG ETC 6 Meridian Quality Growth ETF 2.8 100 -60 4.6 -1.1
ETHO Etho Climate Leadership U.S. ETF 2.8 47 -7 5.5 -0.2
FBOT Fidelity Disruptive Automation ETF 2.7 50 -10 4.0 -1.8
USCF Themes US Cash Flow Champions ETF 2.7 29 11 6.6 +0.9
HDV iShares Core High Dividend ETF 2.7 8 32 6.7 +1.0
CLNR IQ Cleaner Transport ETF 2.7 45 -5 7.3 +1.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.7 80 -40 6.9 +1.2
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 36 6.7 +1.0
ARKF ARK Fintech Innovation ETF 2.6 75 -35 -0.3 -6.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 0 40 12.7 +7.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 20 6.6 +0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 2.6 50 -10 3.4 -2.4
VBR Vanguard Small Cap Value ETF 2.6 7 33 8.5 +2.8
CGDG Capital Group Dividend Growers ETF 2.6 47 -7 6.3 +0.6
BEEX BeeHive ETF 2.6 84 -44 4.7 -1.0
CCSO Carbon Collective Climate Solutions US Equity ETF 2.6 35 5 1.9 -3.9
FDTX Fidelity Disruptive Technology ETF 2.5 50 -10 3.0 -2.7
METV Roundhill Ball Metaverse ETF 2.5 59 -19 8.2 +2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.5 70 -30 12.3 +6.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.5 75 -35 -0.5 -6.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.5 48 -8 8.3 +2.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 -9 4.7 -1.0
NIXT Research Affiliates Deletions ETF 2.4 9 31 3.8 -1.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.4 61 -21 1.4 -4.4
CRTC Xtrackers US National Critical Technologies ETF 2.4 35 5 5.3 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.4 60 -20 5.7 0.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 0 4.0 -1.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.4 79 -39 5.9 +0.1
BLES Inspire Global Hope ETF 2.4 61 -21 6.8 +1.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.3 45 -5 0.0 -5.7
SFYX SoFi Next 500 ETF 2.3 0 40 3.6 -2.2
TIME Clockwise Core Equity & Innovation ETF 2.3 95 -55 8.1 +2.4
DFUV Dimensional US Marketwide Value ETF 2.3 22 18 8.1 +2.4
HKND Humankind US Stock ETF 2.3 11 29 7.5 +1.7
WCEO Hypatia Women CEO ETF 2.3 85 -45 -1.3 -7.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.2 45 -5 9.2 +3.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 60 -20 8.2 +2.5
VB Vanguard Small-Cap ETF 2.2 5 35 5.7 0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 33 6.2 +0.5
DSMC Distillate Small/Mid Cash Flow ETF 2.2 55 -15 13.5 +7.8
WBIY WBI Power Factor High Dividend ETF 2.2 100 -60 13.4 +7.7
FCPI Fidelity Stocks for Inflation ETF 2.2 15 25 7.8 +2.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 -20 8.5 +2.7
IETC iShares U.S. Tech Independence Focused ETF 2.1 18 22 4.7 -1.1
OCEN IQ Clean Oceans ETF 2.1 45 -5 5.7 -0.0
MVAL VanEck Morningstar Wide Moat Value ETF 2.1 49 -9 6.8 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 2.1 85 -45 3.7 -2.0
TRFM AAM Transformers ETF 2.1 49 -9 1.9 -3.9
WTRE WisdomTree New Economy Real Estate Fund 2.0 58 -18 9.6 +3.8
PTEC Global X PropTech ETF 2.0 50 -10 2.5 -3.2
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -25 3.5 -2.2
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -20 5.4 -0.3
ABLD Abacus FCF Real Assets Leaders ETF 2.0 69 -29 5.7 -0.1
DANA Dana Unconstrained Equity ETF 2.0 50 -10 2.8 -3.0
FCLD Fidelity Cloud Computing ETF 2.0 39 1 3.0 -2.8
IVES Wedbush ETFMG Global Cloud Technology ETF 2.0 68 -28 9.3 +3.5
WFH Direxion Work From Home ETF 2.0 45 -5 4.8 -1.0
WUGI AXS Esoterica NextG Economy ETF 2.0 75 -35 2.9 -2.8
VERS ProShares Metaverse ETF 2.0 58 -18 0.1 -5.6
FDCF Fidelity Disruptive Communications ETF 2.0 50 -10 3.3 -2.4
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -35 -0.3 -6.1
SKYY First Trust Cloud Computing ETF 2.0 60 -20 3.3 -2.4
CLOU Global X Cloud Computing ETF 2.0 68 -28 1.9 -3.9
ARTY iShares Future AI & Tech ETF 2.0 47 -7 4.1 -1.7
BLCR iShares Large Cap Core Active ETF 2.0 36 4 4.3 -1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -25 4.0 -1.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 2.0 69 -29 0.0 -5.7
TMFG Motley Fool Global Opportunities ETF 2.0 85 -45 3.5 -2.2
CHAT Roundhill Generative AI & Technology ETF 2.0 75 -35 14.8 +9.1
WISE Themes Generative Artificial Intelligence ETF 2.0 35 5 0.6 -5.2
CLOD Themes Cloud Computing ETF 2.0 35 5 2.1 -3.6
AIVC Amplify Bloomberg AI Value Chain ETF 2.0 59 -19 8.6 +2.9
TOGA Tremblant Global ETF 2.0 69 -29 2.5 -3.3
MVPA Miller Value Partners Appreciation ETF 2.0 60 -20 8.4 +2.6
KONG Formidable Fortress ETF 1.9 89 -49 5.7 -0.1
TOLL Tema Monopolies and Oligopolies ETF 1.9 75 -35 3.8 -1.9
AGQI First Trust Active Global Quality Income ETF 1.9 85 -45 6.6 +0.9
IWTR iShares MSCI Water Management Multisector ETF 1.9 47 -7 6.5 +0.7
ISCB iShares Morningstar Small-Cap ETF 1.9 4 36 5.6 -0.1
QVAL Alpha Architect US Quantitative Value ETF 1.9 39 1 10.3 +4.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.9 52 -12 6.9 +1.1
DIVZ TrueShares Low Volatility Equity Income ETF 1.9 65 -25 6.6 +0.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 1 3.8 -2.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.8 38 2 6.2 +0.5
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 -12 6.9 +1.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.8 54 -14 6.9 +1.1
VBK Vanguard Small-Cap Growth ETF 1.8 7 33 1.7 -4.0
DFNV Donoghue Forlines Innovation ETF 1.7 69 -29 5.1 -0.6
PEY Invesco High Yield Equity Dividend Achievers ETF 1.7 52 -12 9.9 +4.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -30 2.8 -3.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -25 3.5 -2.3
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 25 6.0 +0.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.6 49 -9 12.7 +6.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.5 75 -35 5.1 -0.6
TAX Cambria Tax Aware ETF 1.5 49 -9 5.4 -0.3
DFSV Dimensional US Small Cap Value ETF 1.5 31 9 10.9 +5.2
GSFP Goldman Sachs Future Planet Equity ETF 1.4 75 -35 4.8 -0.9
MGMT Ballast Small/Mid Cap ETF 1.4 110 -70 8.6 +2.9
SMMD iShares Russell 2500 ETF 1.4 15 25 6.2 +0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.4 39 1 5.3 -0.4
IQM Franklin Intelligent Machines ETF 1.4 50 -10 2.6 -3.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.4 72 -32 -1.2 -6.9
ACES ALPS Clean Energy ETF 1.4 55 -15 -4.2 -9.9
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.4 58 -18 -3.5 -9.3
SMOG VanEck Low Carbon Energy ETF 1.4 61 -21 1.5 -4.2
LIT Global X Lithium & Battery Tech ETF 1.4 75 -35 5.9 +0.2
ERTH Invesco MSCI Sustainable Future ETF 1.4 62 -22 2.5 -3.3
CNRG SPDR S&P Kensho Clean Power ETF 1.4 45 -5 -0.1 -5.8
BATT Amplify Lithium & Battery Technology ETF 1.4 59 -19 3.8 -1.9
EATV VegTech Plant-based Innovation & Climate ETF 1.4 75 -35 5.4 -0.3
SPRX Spear Alpha ETF 1.4 75 -35 -0.0 -5.8
EV Mast Global Battery Recycling & Production ETF 1.4 65 -25 11.6 +5.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 -9 8.7 +3.0
PAWZ ProShares Pet Care ETF 1.4 50 -10 3.9 -1.9
BNGE First Trust S-Network Streaming and Gaming ETF 1.3 70 -30 3.6 -2.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.3 31 9 2.6 -3.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.3 65 -25 5.0 -0.8
NUSC Nuveen ESG Small-Cap ETF 1.3 31 9 5.3 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 5.7 -0.0
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 12 10.0 +4.3
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -55 4.0 -1.8
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 25 7.0 +1.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.2 61 -21 7.1 +1.3
TTAI FCF International Quality ETF 1.2 59 -19 6.9 +1.2
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -49 4.5 -1.3
PBW Invesco WilderHill Clean Energy ETF 1.1 66 -26 -6.0 -11.7
DHS WisdomTree U.S. High Dividend Fund 1.1 38 2 7.8 +2.0
HWAY Themes US Infrastructure ETF 1.0 29 11 4.3 -1.4
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -36 5.8 +0.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 34 2.7 -3.0
PSR Invesco Active U.S. Real Estate Fund 1.0 35 5 2.2 -3.6
MOTG VanEck Morningstar Global Wide Moat ETF 0.9 52 -12 6.7 +1.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -21 -1.1 -6.8
DFAS Dimensional U.S. Small Cap ETF 0.8 26 14 6.9 +1.2
DEW WisdomTree Global High Dividend Fund 0.8 58 -18 7.7 +2.0
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -40 12.6 +6.9
XT iShares Exponential Technologies ETF 0.8 46 -6 5.5 -0.2
AFK VanEck Africa Index ETF 0.8 98 -58 12.6 +6.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 15 7.8 +2.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 6.6 +0.8
IQRA IQ CBRE Real Assets ETF 0.7 65 -25 2.7 -3.1
DTAN Sparkline International Intangible Value ETF 0.7 55 -15 7.2 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 5 6.1 +0.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -20 6.7 +0.9
DTEC ALPS Disruptive Technologies ETF 0.6 50 -10 4.0 -1.7
CGXU Capital Group International Focus Equity ETF 0.6 54 -14 5.9 +0.1
IFRA iShares U.S. Infrastructure ETF 0.6 30 10 6.8 +1.1
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -32 5.9 +0.1
BIBL Inspire 100 ETF 0.5 35 5 4.7 -1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -40 5.7 +0.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.5 60 -20 5.7 -0.1
KOMP SPDR S&P Kensho New Economies Composite ETF 0.3 20 20 3.7 -2.0
CZAR Themes Natural Monopoly ETF 0.3 35 5 2.8 -2.9
VIDI Vident International Equity Strategy ETF 0.3 61 -21 12.0 +6.3
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 5.3 -0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 10 7.0 +1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 4.0 -1.7
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 -2 6.9 +1.1
APIE ActivePassive International Equity ETF 0.2 45 -5 7.7 +1.9
IYJ iShares U.S. Industrials ETF 0.1 40 0 4.8 -1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 1 7.0 +1.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 15 10.1 +4.4

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 Consumer Discretionary 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 18.6 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.