Invesco S&P 500 Equal Weight Health Care ETF
ALTAR
Score™		 8.3% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 17.0x P/Sales
ratio		 1.0x
P/BV
ratio		 2.5x Div.
yield		 1.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco S&P Equal Weight Healthcare 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 Health Care Index.

FUND BASICS
Category US Equities
Fund Sponsor Security Investors LLC
Website guggenheiminvestments.com
Inception date Nov 01, 2006
Assets (mns) $706
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 59
Wgt avg mkt cap (mns) $81,757
Large cap (>$10bn) 95.1%
Mid cap ($2-10bn) 4.9%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
IDEXX LABORATORIES INC 2.0 %
INCYTE CORP 2.0 %
HUMANA INC 2.0 %
IQVIA HOLDINGS INC 2.0 %
THERMO FISHER SCIENTIFIC INC 1.9 %
JOHNSON & JOHNSON 1.9 %
CVS CAREMARK CORP 1.9 %
ABBVIE INC 1.9 %
UNITEDHEALTH GROUP INC 1.9 %
WEST PHARMACEUTICAL SERVICES 1.9 %
Total 19.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.8 %
IRELAND 3.5 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.6% -8.6% 4.6% 7.5% 10.4%

Market Correlations
versus... Beta R-squared
S&P500 0.83 59%
MSCI EAFE 0.75 57%
MSCI Emg. Mkts. 0.48 25%

Technical Indicators
Recent close $29.13
30d moving avg. $29.02
Annualized volatility 16.3%
Short interest (ETF) 1.6%
Short interest (Underlying) 1.7%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 76
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $17,550

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 695 potential alternatives to the Invesco S&P 500 Equal Weight Health Care ETF ETF based on the alternatives' overlap in portfolio holdings with RSPH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RSPH Expense: 40 bp ALTAR Score™: 8.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RSPH
Ticker Fund
Name		 Overlap1
vs RSPH
(%)		 Expense
ratio
(bp)		 Savings
vs RSPH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RSPH
(%)
XLV Health Care Select Sector SPDR Fund 54.9 8 32 7.7 -0.6
FXH First Trust Health Care AlphaDEX Fund 53.0 62 -22 8.5 +0.2
VHT Vanguard Health Care ETF 51.6 9 31 6.1 -2.2
FHLC Fidelity MSCI Health Care Index ETF 50.5 8 32 6.4 -1.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 50.1 60 -20 7.6 -0.7
IYH iShares U.S. Healthcare ETF 49.1 40 0 7.0 -1.3
IXJ iShares Global Healthcare ETF 46.9 42 -2 7.3 -1.0
MDEV First Trust Indxx Medical Devices ETF 39.4 70 -30 4.5 -3.8
BMED Future Health ETF 33.0 85 -45 0.5 -7.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 31.0 68 -28 2.4 -5.9
HRTS Tema Heart & Health ETF 30.3 75 -35 1.3 -7.0
XHE SPDR S&P Health Care Equipment ETF 29.9 35 5 3.7 -4.6
HKND Humankind US Stock ETF 29.7 11 29 7.1 -1.2
PINK Simplify Health Care ETF 28.6 50 -10 1.0 -7.3
IHI iShares U.S. Medical Devices ETF 27.1 40 0 4.0 -4.3
XHS SPDR S&P Health Care Services ETF 26.2 35 5 3.1 -5.2
AGNG Global X Aging Population ETF 25.8 50 -10 4.9 -3.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 23.7 60 -20 10.7 +2.4
FMED Fidelity Disruptive Medicine ETF 21.3 50 -10 -1.1 -9.4
PJP Invesco Pharmaceuticals ETF 20.6 57 -17 7.8 -0.4
GDOC Goldman Sachs Future Health Care Equity ETF 20.3 75 -35 2.8 -5.5
AVIE Avantis  Inflation Focused Equity ETF 19.9 25 15 7.3 -1.0
LRND IQ U.S. Large Cap R&D Leaders ETF 19.6 14 26 5.3 -3.0
VFLO VictoryShares Free Cash Flow ETF 19.3 39 1 10.4 +2.1
SNPV Xtrackers S&P 500 Value ESG ETF 18.9 15 25 6.7 -1.6
WDNA WisdomTree BioRevolution Fund 18.8 45 -5 -1.4 -9.7
IHF iShares U.S. Healthcare Providers ETF 18.7 40 0 8.2 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 18.3 29 11 7.0 -1.3
MODL VictoryShares WestEnd U.S. Sector ETF 18.1 42 -2 4.5 -3.8
DSTL Distillate US Fundamental Stability & Value ETF 18.0 39 1 8.2 -0.1
IBB iShares Biotechnology ETF 17.7 45 -5 0.5 -7.8
MOTE VanEck Morningstar ESG Moat ETF 17.4 49 -9 6.1 -2.2
COWZ Pacer US Cash Cows 100 ETF 17.3 49 -9 9.5 +1.2
STXV Strive 1000 Value ETF 17.2 18 22 7.9 -0.3
HART IQ Healthy Hearts ETF 17.1 45 -5 6.7 -1.6
RWL Invesco S&P 500 Revenue ETF 17.1 39 1 6.8 -1.5
SMRI Bushido Capital US Equity ETF 17.0 71 -31 9.5 +1.2
BBH VanEck Biotech ETF 16.9 35 5 5.7 -2.6
MGV Vanguard Mega Cap Value ETF 16.6 7 33 6.6 -1.7
ANEW ProShares MSCI Transformational Changes ETF 16.5 45 -5 6.1 -2.2
POWA Invesco Bloomberg Pricing Power ETF 16.5 40 0 5.3 -3.0
HELX Franklin Genomic Advancements ETF 16.1 50 -10 -0.2 -8.5
MEDX Horizon Kinetics Medical ETF 16.0 85 -45 1.9 -6.4
QLTY GMO U.S. Quality ETF 15.9 50 -10 4.7 -3.6
PPH VanEck Pharmaceutical ETF 15.8 36 4 8.7 +0.4
MEDI Harbor Health Care ETF 15.5 80 -40 -1.4 -9.7
NULV Nuveen ESG Large-Cap Value ETF 15.5 26 14 6.3 -2.0
MVAL VanEck Morningstar Wide Moat Value ETF 15.4 49 -9 6.6 -1.7
PRXV Praxis Impact Large Cap Value ETF 15.3 36 4 6.5 -1.8
CGDV Capital Group Dividend Value ETF 15.3 33 7 4.5 -3.8
RPV Invesco S&P 500 Pure Value ETF 15.3 35 5 10.3 +2.0
MOAT VanEck Morningstar Wide Moat ETF 15.2 46 -6 5.8 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 15.1 60 -20 4.6 -3.7
VTV Vanguard Value ETF 15.1 4 36 6.8 -1.5
FBT First Trust NYSE Arca Biotechnology Index Fund 14.9 56 -16 5.2 -3.1
USRD Themes US R&D Champions ETF 14.8 29 11 4.5 -3.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 14.8 60 -20 3.9 -4.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 14.7 10 30 5.1 -3.2
EQWL Invesco S&P 100 Equal Weight ETF 14.7 25 15 6.2 -2.1
NUDV Nuveen ESG Dividend ETF 14.5 26 14 7.6 -0.7
DGRO iShares Core Dividend Growth ETF 14.3 8 32 6.5 -1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.2 18 22 5.8 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 14.0 10 30 5.3 -3.0
VOOV Vanguard S&P 500 Value ETF 13.9 7 33 6.3 -2.0
IVE iShares S&P 500 Value ETF 13.9 18 22 6.2 -2.1
SPYV SPDR Portfolio S&P 500 Value ETF 13.8 4 36 6.3 -2.0
ZECP Zacks Earnings Consistent Portfolio ETF 13.8 55 -15 4.8 -3.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13.8 29 11 6.3 -1.9
SPXT ProShares S&P 500 Ex-Technology ETF 13.8 9 31 5.5 -2.8
EVUS iShares ESG Aware MSCI USA Value ETF 13.7 18 22 6.5 -1.8
XBI SPDR S&P BIOTECH ETF 13.7 35 5 -2.5 -10.8
KRMA Global X Conscious Companies ETF 13.7 43 -3 5.8 -2.5
USMV iShares MSCI USA Min Vol Factor ETF 13.6 15 25 5.8 -2.5
CRTC Xtrackers US National Critical Technologies ETF 13.6 35 5 4.8 -3.5
VIG Vanguard Dividend Appreciation ETF 13.5 5 35 5.5 -2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 13.5 35 5 5.9 -2.4
HLGE Hartford Longevity Economy ETF 13.4 44 -4 -0.4 -8.7
IWX iShares Russell Top 200 Value ETF 13.4 20 20 6.2 -2.1
VFMV Vanguard U.S. Minimum Volatility ETF 13.4 13 27 5.7 -2.6
ITAN Sparkline Intangible Value ETF 13.4 50 -10 6.5 -1.8
DFLV Dimensional US Large Cap Value ETF 13.4 22 18 7.7 -0.6
FTA First Trust Large Cap Value AlphaDEX Fund 13.4 59 -19 8.9 +0.6
JAVA JPMorgan Active Value ETF 13.3 44 -4 6.4 -1.9
QUS SPDR MSCI USA StrategicFactors ETF 13.3 15 25 5.7 -2.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.3 29 11 6.5 -1.8
VSLU Applied Finance Valuation Large Cap ETF 13.3 49 -9 5.5 -2.8
IUS Invesco RAFI Strategic US ETF 13.2 19 21 6.8 -1.5
FELV Fidelity Enhanced Large Cap Value ETF 13.2 18 22 6.7 -1.6
IUSV iShares Core S&P US Value ETF 13.1 4 36 6.4 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 13.0 35 5 5.1 -3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 13.0 12 28 6.5 -1.8
VALQ American Century U.S. Quality Value ETF 13.0 29 11 7.7 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 12.8 50 -10 7.2 -1.1
PFM Invesco Dividend Achievers ETF 12.7 53 -13 5.2 -3.1
FLQL Franklin LibertyQ U.S. Equity ETF 12.6 15 25 5.3 -3.0
MID American Century Mid Cap Growth Impact ETF 12.6 45 -5 3.2 -5.1
SYNB Putnam BioRevolution ETF 12.5 70 -30 2.9 -5.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.5 15 25 6.6 -1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 12.5 19 21 5.3 -3.0
STXD Strive 1000 Dividend Growth ETF 12.3 35 5 4.7 -3.5
VYM Vanguard High Dividend Yield Index ETF 12.3 6 34 6.9 -1.4
SPVU Invesco S&P 500 Enhanced Value ETF 12.3 13 27 10.0 +1.7
DFUV Dimensional US Marketwide Value ETF 12.2 22 18 7.5 -0.8
ILCV iShares Morningstar Value ETF 12.1 4 36 6.4 -1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.1 20 20 6.4 -1.9
IBBQ Invesco Nasdaq Biotechnology ETF 12.1 19 21 0.4 -7.9
PBE Invesco Biotechnology & Genome ETF 12.0 58 -18 1.2 -7.1
GCOW Pacer Global Cash Cows Dividend ETF 12.0 60 -20 11.0 +2.8
CGUS Capital Group Core Equity ETF 11.9 33 7 4.3 -4.0
BLCV iShares Large Cap Value Active ETF 11.9 53 -13 7.3 -1.0
THNR Amplify Weight Loss Drug & Treatment ETF 11.9 59 -19 6.7 -1.6
TOLL Tema Durable Quality ETF 11.8 75 -35 5.1 -3.1
JEPI JPMorgan Equity Premium Income ETF 11.8 35 5 5.7 -2.6
CVAR Cultivar ETF 11.8 87 -47 6.8 -1.5
LGCF Themes US Cash Flow Champions ETF 11.7 30 10 8.2 -0.0
SSPY Syntax Stratified LargeCap ETF 11.7 30 10 6.7 -1.6
WRND IQ Global Equity R&D Leaders ETF 11.7 18 22 8.1 -0.2
IHE iShares U.S. Pharmaceuticals ETF 11.6 40 0 8.7 +0.4
XPH SPDR S&P Pharmaceuticals ETF 11.6 35 5 6.3 -2.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 11.6 65 -25 6.4 -1.9
ROUS Hartford Multifactor US Equity ETF 11.5 19 21 7.0 -1.3
INCE Franklin Income Equity Focus ETF 11.5 29 11 5.6 -2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 11.5 60 -20 3.9 -4.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.4 45 -5 4.4 -3.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.4 65 -25 1.1 -7.2
LOWV AB US Low Volatility Equity ETF 11.3 48 -8 5.1 -3.2
CANC Tema Oncology ETF 11.3 75 -35 -2.8 -11.0
REVS Columbia Research Enhanced Value ETF 11.3 19 21 7.6 -0.7
DUHP Dimensional US High Profitability ETF 11.3 21 19 6.3 -2.0
RSP Invesco S&P 500 Equal Weight ETF 11.2 20 20 6.6 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 11.2 28 12 5.9 -2.4
EPS WisdomTree U.S. LargeCap Fund 11.2 8 32 5.6 -2.7
DFNV Donoghue Forlines Innovation ETF 11.1 69 -29 4.5 -3.8
FLV American Century Focused Large Cap Value ETF 11.1 42 -2 6.6 -1.7
GNOM Global X Genomics & Biotechnology ETF 11.0 50 -10 -1.1 -9.4
IWD iShares Russell 1000 Value ETF 10.9 19 21 6.4 -1.9
PWV Invesco Large Cap Value ETF 10.9 55 -15 7.0 -1.3
VONV Vanguard Russell 1000 Value ETF 10.9 7 33 6.5 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 10.9 4 36 6.7 -1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.9 7 33 5.0 -3.3
WOMN Impact Shares YWCA Women's Empowerment ETF 10.9 75 -35 5.4 -2.9
OALC OneAscent Large Cap Core ETF 10.9 86 -46 4.0 -4.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.9 20 20 7.6 -0.7
GINN Goldman Sachs Innovate Equity ETF 10.9 52 -12 3.6 -4.7
HLAL Wahed FTSE USA Shariah ETF 10.8 50 -10 4.7 -3.6
SPXN ProShares S&P 500 Ex-Financials ETF 10.8 9 31 4.9 -3.4
DSPY Tema S&P 500 Historical Weight ETF 10.7 18 22 5.1 -3.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.7 19 21 6.3 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 10.7 25 15 7.1 -1.2
BRIF FIS Bright Portfolios Focused Equity ETF 10.6 65 -25 4.8 -3.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.6 18 22 7.6 -0.7
DHS WisdomTree U.S. High Dividend Fund 10.6 38 2 8.0 -0.3
TTAC FCF US Quality ETF 10.6 59 -19 6.3 -2.0
HDV iShares Core High Dividend ETF 10.6 8 32 7.2 -1.1
DTD WisdomTree U.S. Total Dividend Fund 10.6 28 12 6.2 -2.0
RND First Trust Bloomberg R&D Leaders ETF 10.6 60 -20 3.6 -4.7
LCF Touchstone US Large Cap Focused ETF 10.5 69 -29 4.2 -4.1
DVND Touchstone Dividend Select ETF 10.5 67 -27 5.6 -2.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10.5 9 31 6.1 -2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.5 15 25 4.6 -3.7
FFND Future Fund Active ETF 10.5 100 -60 4.3 -4.0
BBP Virtus LifeSci Biotech Products ETF 10.4 79 -39 -2.2 -10.5
RUNN Running Oak Efficient Growth ETF 10.4 58 -18 4.9 -3.4
QLC FlexShares US Quality Large Cap Index Fund 10.4 25 15 5.3 -3.0
DEUS Xtrackers Russell US Multifactor ETF 10.4 17 23 7.0 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.4 20 20 5.0 -3.3
ULVM VictoryShares US Value Momentum ETF 10.4 20 20 7.2 -1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.4 15 25 4.1 -4.2
PRF Invesco FTSE RAFI US 1000 ETF 10.4 39 1 6.7 -1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 10.3 35 5 6.1 -2.2
UDI USCF Dividend Income Fund 10.3 65 -25 8.1 -0.2
HEAL Global X HealthTech ETF 10.3 50 -10 -0.6 -8.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 10.3 8 32 4.9 -3.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.3 32 8 4.9 -3.4
LRGC AB US Large Cap Strategic Equities ETF 10.3 48 -8 4.4 -3.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.2 48 -8 6.0 -2.2
SNPE Xtrackers S&P 500 ESG ETF 10.2 10 30 5.1 -3.2
ACVF American Conservative Values ETF 10.2 75 -35 4.3 -4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 33 4.7 -3.5
FDHT Fidelity Digital Health ETF 10.2 39 1 0.8 -7.4
DFVX Dimensional US Large Cap Vector ETF 10.1 22 18 6.2 -2.1
HDUS Hartford Disciplined US Equity ETF 10.1 19 21 5.6 -2.7
QDEF FlexShares Quality Dividend Defensive Index Fund 10.1 37 3 5.9 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 40 4.9 -3.4
HAPY Harbor Human Capital Factor Unconstrained ETF 10.1 50 -10 5.6 -2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.0 75 -35 4.0 -4.3
FDRR Fidelity Dividend ETF for Rising Rates 10.0 15 25 7.0 -1.3
VOTE TCW Transform 500 ETF 10.0 5 35 4.8 -3.5
NUMG Nuveen ESG Mid-Cap Growth ETF 10.0 31 9 2.6 -5.7
EUSA iShares MSCI USA Equal Weighted ETF 10.0 9 31 6.1 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 10.0 25 15 7.2 -1.1
WTV WisdomTree US Value Fund of Benef Interest 10.0 12 28 8.9 +0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.9 29 11 6.2 -2.1
ASLV Allspring Special Large Value ETF 9.9 35 5 6.4 -1.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 9.9 15 25 4.9 -3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.9 2 38 4.9 -3.4
ACWV iShares MSCI Global Min Vol Factor ETF 9.9 20 20 6.1 -2.1
RECS Columbia Research Enhanced Core ETF 9.8 15 25 5.6 -2.6
RFFC ALPS Active Equity Opportunity ETF 9.8 48 -8 4.4 -3.9
JQUA JPMorgan U.S. Quality Factor ETF 9.8 12 28 5.9 -2.4
JHML John Hancock Multifactor Large Cap ETF 9.7 29 11 5.3 -3.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.7 15 25 8.8 +0.6
QUVU Hartford Quality Value ETF 9.7 46 -6 7.2 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 9.7 12 28 4.4 -3.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 9.7 5 35 8.0 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 9.7 20 20 8.7 +0.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 9.7 49 -9 9.4 +1.1
DIVB iShares Core Dividend ETF 9.7 5 35 8.1 -0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.6 35 5 4.2 -4.1
CFA VictoryShares US 500 Volatility Wtd ETF 9.6 35 5 5.9 -2.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.6 40 0 5.8 -2.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.6 50 -10 8.1 -0.2
CHGX AXS Change Finance ESG ETF 9.6 49 -9 4.8 -3.5
DGRW WisdomTree US Quality Dividend Growth Fund 9.5 28 12 5.4 -2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.5 11 29 4.8 -3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 9.5 25 15 10.9 +2.7
USCF Themes US Cash Flow Champions ETF 9.5 29 11 8.7 +0.4
NULC Nuveen ESG Large-Cap ETF 9.5 21 19 4.7 -3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.5 10 30 4.9 -3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 9.5 36 4 4.8 -3.5
FDWM Fidelity Women's Leadership ETF 9.5 59 -19 4.8 -3.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.5 50 -10 4.2 -4.1
FDLO Fidelity Low Volatility Factor ETF 9.5 15 25 5.3 -3.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 9.4 60 -20 9.3 +1.0
GSPY Gotham Enhanced 500 ETF 9.4 50 -10 5.2 -3.1
CGGR Capital Group Growth ETF 9.4 39 1 3.1 -5.2
FEX First Trust Large Cap Core AlphaDEX Fund 9.4 59 -19 5.8 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 9.4 12 28 7.4 -0.9
QGRO American Century U.S. Quality Growth ETF 9.4 29 11 3.5 -4.8
NACP Impact Shares NAACP Minority Empowerment ETF 9.4 49 -9 4.7 -3.6
SIZE iShares MSCI USA Size Factor ETF 9.4 15 25 6.1 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 9.4 9 31 4.7 -3.6
SFY SoFi Select 500 ETF 9.3 0 40 4.4 -3.9
JGLO JPMorgan Global Select Equity ETF 9.3 33 7 5.0 -3.3
AUSF Global X Adaptive U.S. Factor ETF 9.3 27 13 8.7 +0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.3 56 -16 6.0 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.3 14 26 4.8 -3.5
PEXL Pacer US Export Leaders ETF 9.3 60 -20 4.5 -3.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.2 30 10 8.9 +0.6
FVAL Fidelity Value Factor ETF 9.2 15 25 6.8 -1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 9.2 11 29 5.1 -3.2
FELC Fidelity Enhanced Large Cap Core ETF 9.2 18 22 5.1 -3.2
SMOT VanEck Morningstar SMID Moat ETF 9.2 49 -9 6.5 -1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.1 20 20 4.6 -3.7
FBCV Fidelity Blue Chip Value ETF 9.1 59 -19 7.4 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 9.1 30 10 5.9 -2.4
MGC Vanguard Mega Cap ETF 9.1 7 33 4.6 -3.7
USMF WisdomTree U.S. Multifactor Fund 9.1 28 12 7.0 -1.3
JVAL JPMorgan U.S. Value Factor ETF 9.1 12 28 8.0 -0.3
DUSA Davis Select U.S. Equity ETF 9.1 61 -21 7.4 -0.9
AGRW Allspring LT Large Growth ETF 9.0 35 5 3.5 -4.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.0 10 30 4.3 -4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.0 25 15 5.4 -2.9
SPLV Invesco S&P 500 Low Volatility ETF 9.0 25 15 5.3 -2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 9.0 52 -12 5.6 -2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 9.0 58 -18 5.5 -2.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.9 15 25 5.6 -2.7
KLMN Invesco MSCI North America Climate ETF 8.9 9 31 4.9 -3.4
VOO Vanguard S&P 500 ETF 8.9 3 37 4.9 -3.4
QLV FlexShares US Quality Low Volatility Index Fund 8.9 22 18 5.6 -2.7
ADME Aptus Drawdown Managed Equity ETF 8.9 79 -39 4.1 -4.2
IVV iShares Core S&P 500 ETF 8.9 3 37 4.9 -3.4
XVV iShares ESG Screened S&P 500 ETF 8.9 8 32 4.7 -3.6
IWL iShares Russell Top 200 ETF 8.9 15 25 4.6 -3.7
SPLG SPDR Portfolio S&P 500 ETF 8.9 2 38 4.9 -3.4
SPY SPDR S&P 500 ETF Trust 8.9 9 31 4.8 -3.4
ESGU iShares ESG Aware MSCI USA ETF 8.9 15 25 4.7 -3.6
DFSU Dimensional US Sustainability Core 1 ETF 8.9 18 22 5.3 -3.0
PSET Principal Quality ETF 8.9 15 25 5.3 -3.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.9 58 -18 4.2 -4.1
LRGE ClearBridge Large Cap Growth ESG ETF 8.9 59 -19 4.0 -4.3
SUSA iShares MSCI USA ESG Select ETF 8.9 25 15 4.7 -3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.9 9 31 5.1 -3.1
FQAL Fidelity Quality Factor ETF 8.9 15 25 5.6 -2.7
CATH Global X S&P 500 Catholic Values Custom ETF 8.8 29 11 4.6 -3.7
TBG TBG Dividend Focus ETF 8.8 59 -19 7.9 -0.4
VV Vanguard Large-Cap ETF 8.8 4 36 4.8 -3.5
GQI Natixis Gateway Quality Income ETF 8.8 34 6 5.1 -3.2
STRV Strive 500 ETF 8.8 5 35 4.8 -3.5
SDOG ALPS Sector Dividend Dogs ETF 8.8 36 4 9.4 +1.1
ESGV Vanguard ESG U.S. Stock ETF 8.8 9 31 4.7 -3.6
BDIV AAM Brentview Dividend Growth ETF 8.8 49 -9 4.5 -3.8
DIVG Invesco S&P 500 High Dividend Growers ETF 8.7 39 1 8.4 +0.1
VSDA VictoryShares Dividend Accelerator ETF 8.7 35 5 7.1 -1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 8.7 18 22 4.6 -3.7
DIVL Madison Dividend Value ETF 8.7 65 -25 5.8 -2.4
LRGF iShares U.S. Equity Factor ETF 8.7 8 32 5.3 -2.9
PBUS Invesco MSCI USA ETF 8.6 4 36 4.8 -3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.6 70 -30 4.8 -3.5
SWP SWP Growth & Income ETF 8.6 99 -59 4.0 -4.3
CWS AdvisorShares Focused Equity ETF 8.6 84 -44 5.1 -3.2
SAGP Strategas Global Policy Opportunities ETF 8.6 65 -25 5.4 -2.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 8.6 49 -9 5.8 -2.5
SPDV AAM S&P 500 High Dividend Value ETF 8.6 29 11 10.4 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 8.6 10 30 4.9 -3.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.6 60 -20 -2.6 -10.9
SRHQ SRH U.S. Quality ETF 8.6 35 5 7.5 -0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 8.6 25 15 5.3 -3.0
ILCB iShares Morningstar U.S. Equity ETF 8.5 3 37 4.8 -3.5
SHE SPDR MSCI USA Gender Diversity ETF 8.5 20 20 5.0 -3.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.5 10 30 4.3 -4.0
EMOT First Trust S&P 500 Economic Moat ETF 8.5 60 -20 7.9 -0.4
THRO iShares U.S. Thematic Rotation Active ETF 8.4 90 -50 4.0 -4.3
HGRO Hedgeye Quality Growth ETF 8.4 70 -30 3.3 -4.9
BKWO BNY Mellon Women's Opportunities ETF 8.4 50 -10 3.6 -4.7
ABOT Abacus FCF Innovation Leaders ETF 8.4 69 -29 4.6 -3.7
OEF iShares S&P 100 ETF 8.4 20 20 4.5 -3.8
SCHX Schwab U.S. Large-Cap ETF 8.3 3 37 4.9 -3.4
FTDS First Trust Dividend Strength ETF 8.3 70 -30 7.6 -0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.3 3 37 5.1 -3.2
VOT Vanguard Mid-Cap Growth ETF 8.3 7 33 3.6 -4.7
JPEF JPMorgan Equity Focus ETF 8.2 50 -10 4.3 -4.0
IWB iShares Russell 1000 ETF 8.2 15 25 4.8 -3.5
VONE Vanguard Russell 1000 ETF 8.2 7 33 4.9 -3.4
NUMV Nuveen ESG Mid-Cap Value ETF 8.2 31 9 6.9 -1.4
AVSU Avantis Responsible U.S. Equity ETF 8.2 15 25 5.9 -2.4
FFLC Fidelity Fundamental Large Cap Core ETF 8.2 38 2 4.5 -3.8
IYY iShares Dow Jones U.S. ETF 8.2 20 20 4.7 -3.6
GVLU Gotham 1000 Value ETF 8.1 50 -10 8.8 +0.6
SCHK Schwab 1000 Index ETF 8.1 5 35 4.9 -3.4
OZEM Roundhill GLP-1 & Weight Loss ETF 8.1 59 -19 0.5 -7.8
VLUE iShares MSCI USA Value Factor ETF 8.1 15 25 9.4 +1.1
DFUS Dimensional U.S. Equity ETF 8.0 9 31 4.8 -3.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 8.0 40 0 5.4 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.0 25 15 5.8 -2.5
SHRY First Trust Bloomberg Shareholder Yield ETF 8.0 60 -20 8.1 -0.2
RVRB Reverb ETF 8.0 30 10 4.5 -3.8
DWLD Davis Select Worldwide ETF 8.0 63 -23 7.1 -1.2
VTI Vanguard Total Stock Market ETF 8.0 3 37 4.8 -3.5
BGIG Bahl & Gaynor Income Growth ETF 7.9 45 -5 5.2 -3.1
QDF FlexShares Quality Dividend Index Fund 7.9 37 3 6.1 -2.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 7.9 7 33 9.8 +1.5
IWV iShares Russell 3000 ETF 7.9 20 20 4.7 -3.6
VTHR Vanguard Russell 3000 ETF 7.9 7 33 4.8 -3.5
AFLG First Trust Active Factor Large Cap ETF 7.9 55 -15 6.3 -2.0
APUE ActivePassive U.S. Equity ETF 7.9 45 -5 4.6 -3.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.9 3 37 4.8 -3.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 7.9 30 10 8.2 -0.1
AIEQ AI Powered Equity ETF 7.8 75 -35 3.7 -4.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.8 80 -40 6.7 -1.6
SCHB Schwab U.S. Broad Market ETF 7.8 3 37 5.0 -3.3
ROE Astoria US Quality Kings ETF 7.7 49 -9 6.5 -1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.7 25 15 5.6 -2.7
VUSE Vident U.S. Equity Strategy ETF 7.7 50 -10 4.5 -3.8
FSST Fidelity Sustainable U.S. Equity ETF 7.7 59 -19 4.3 -4.0
BLCR iShares Large Cap Core Active ETF 7.6 36 4 3.6 -4.7
FEGE First Eagle Global Equity ETF 7.6 79 -39 6.8 -1.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.6 49 -9 3.8 -4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 7.6 9 31 5.2 -3.1
QUAL iShares MSCI USA Quality Factor ETF 7.5 15 25 5.4 -2.9
BIBL Inspire 100 ETF 7.5 35 5 5.1 -3.2
FLRG Fidelity U.S. Multifactor ETF 7.5 15 25 6.8 -1.5
SGLC SGI U.S. Large Cap Core ETF 7.5 85 -45 3.9 -4.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.5 29 11 4.5 -3.8
DFAU Dimensional US Core Equity Market ETF 7.5 12 28 5.0 -3.3
SDY SPDR S&P Dividend ETF 7.5 35 5 6.6 -1.7
PRAY FIS Christian Stock Fund 7.4 69 -29 5.1 -3.2
ESGG FlexShares STOXX Global ESG Select Index Fund 7.3 42 -2 5.4 -2.9
VFVA Vanguard U.S. Value Factor ETF 7.3 13 27 10.8 +2.5
LVOL American Century Low Volatility ETF 7.3 29 11 4.9 -3.4
USMC Principal U.S. Mega-Cap ETF 7.2 12 28 4.3 -4.0
VO Vanguard Mid-Cap ETF 7.2 4 36 5.7 -2.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.2 75 -35 7.3 -1.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 7.2 65 -25 4.7 -3.6
DIVZ TrueShares Low Volatility Equity Income ETF 7.2 65 -25 6.6 -1.7
DSI iShares MSCI KLD 400 Social ETF 7.2 25 15 4.8 -3.5
CGGO Capital Group Global Growth Equity ETF 7.1 47 -7 4.7 -3.6
LST Leuthold Select Industries ETF 7.1 91 -51 5.0 -3.3
AVMC Avantis U.S. Mid Cap Equity ETF 7.1 18 22 6.9 -1.4
CCMG CCM Global Equity ETF 7.1 34 6 8.4 +0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.1 49 -9 4.6 -3.7
EDOW First Trust Dow 30 Equal Weight ETF 7.1 50 -10 5.4 -2.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.1 7 33 7.4 -0.9
YLDE ClearBridge Dividend Strategy ESG ETF 7.0 60 -20 5.7 -2.6
ABFL Abacus FCF Leaders ETF 7.0 59 -19 5.2 -3.0
MDLV Morgan Dempsey Large Cap Value ETF 7.0 58 -18 7.4 -0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 7.0 80 -40 4.3 -3.9
PAWZ ProShares Pet Care ETF 7.0 50 -10 3.8 -4.4
RTH VanEck Retail ETF 6.9 35 5 5.3 -3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.9 12 28 4.4 -3.8
IDNA iShares Genomics Immunology and Healthcare ETF 6.9 47 -7 -2.1 -10.4
BGDV Bahl & Gaynor Dividend ETF 6.9 45 -5 4.6 -3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 6.9 35 5 7.8 -0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 6.8 38 2 7.7 -0.6
DCOR Dimensional US Core Equity 1 ETF 6.8 14 26 5.3 -3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 6.8 67 -27 9.8 +1.5
LQPE PEO AlphaQuest Thematic PE ETF 6.8 125 -85 5.1 -3.1
NANC Unusual Whales Subversive Democratic Trading ETF 6.8 75 -35 3.7 -4.6
SCHG Schwab U.S. Large-Cap Growth ETF 6.8 4 36 4.0 -4.3
IWP iShares Russell Mid-Cap Growth ETF 6.8 23 17 3.4 -4.9
FTCS First Trust Capital Strength ETF 6.8 55 -15 5.8 -2.4
FDL First Trust Morningstar Dividend Leaders Index Fund 6.8 45 -5 10.5 +2.2
CGDG Capital Group Dividend Growers ETF 6.7 47 -7 6.2 -2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.7 38 2 6.3 -2.0
SCHD Schwab US Dividend Equity ETF 6.7 6 34 9.7 +1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 6.7 6 34 4.0 -4.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.7 49 -9 4.4 -3.8
QVAL Alpha Architect US Quantitative Value ETF 6.7 39 1 9.6 +1.3
TOK iShares MSCI Kokusai ETF 6.6 26 14 5.0 -3.3
DFAC Dimensional U.S. Core Equity 2 ETF 6.6 17 23 5.5 -2.8
MAVF Matrix Advisors Value ETF 6.6 75 -35 5.6 -2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.6 24 16 8.0 -0.3
AVUS Avantis U.S. Equity ETF 6.6 15 25 5.7 -2.6
MBCC Monarch Blue Chips Core ETF 6.6 125 -85 4.2 -4.1
DTEC ALPS Disruptive Technologies ETF 6.6 50 -10 3.9 -4.4
JGRO JPMorgan Active Growth ETF 6.6 44 -4 3.3 -4.9
XLG Invesco S&P 500 Top 50 ETF 6.6 20 20 4.1 -4.2
ECML Euclidean Fundamental Value ETF 6.6 95 -55 11.1 +2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.5 15 25 7.5 -0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 6.5 16 24 5.5 -2.8
FCPI Fidelity Stocks for Inflation ETF 6.5 15 25 7.4 -0.9
VOE Vanguard Mid-Cap Value ETF 6.4 7 33 7.6 -0.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.4 39 1 3.6 -4.7
CZA Invesco Zacks Mid-Cap ETF 6.4 72 -32 6.5 -1.8
JOET Virtus Terranova US Quality Momentum ETF 6.4 29 11 4.7 -3.6
GGRW Gabelli Growth Innovators ETF 6.4 90 -50 2.3 -6.0
VFMF Vanguard U.S. Multifactor ETF 6.4 18 22 7.8 -0.4
DGT SPDR Global Dow ETF 6.4 50 -10 6.9 -1.4
JSTC Adasina Social Justice All Cap Global ETF 6.4 89 -49 4.8 -3.5
JGRW Jensen Quality Growth ETF 6.3 57 -17 4.5 -3.8
GDIV Harbor Dividend Growth Leaders ETF 6.3 50 -10 5.2 -3.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.3 20 20 4.6 -3.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.3 12 28 5.8 -2.5
TMFM Motley Fool Mid-Cap Growth ETF 6.3 85 -45 2.7 -5.6
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 5 6.5 -1.8
URTH iShares MSCI World ETF 6.3 24 16 5.0 -3.3
IMCB iShares Morningstar Mid-Cap ETF 6.3 4 36 6.0 -2.3
WLDR Affinity World Leaders Equity ETF 6.3 67 -27 7.3 -0.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.2 55 -15 4.3 -4.0
ONEO SPDR Russell 1000 Momentum Focus ETF 6.2 20 20 6.9 -1.4
NULG Nuveen ESG Large-Cap Growth ETF 6.2 26 14 3.3 -5.0
KLMT Invesco MSCI Global Climate 500 ETF 6.2 10 30 5.7 -2.6
GINX SGI Enhanced Global Income ETF 6.2 98 -58 7.0 -1.3
KNO AXS Knowledge Leaders ETF 6.2 78 -38 6.0 -2.3
DEW WisdomTree Global High Dividend Fund 6.2 58 -18 8.3 +0.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.1 40 0 3.7 -4.6
SPVM Invesco S&P 500 Value with Momentum ETF 6.1 39 1 7.5 -0.8
PTL Inspire 500 ETF 6.1 9 31 5.1 -3.2
SMAP Amplify Small-Mid Cap Equity ETF 6.1 60 -20 5.6 -2.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.0 20 20 4.4 -3.9
SPHQ Invesco S&P 500 Quality ETF 6.0 15 25 5.5 -2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.0 12 28 5.1 -3.2
BEEX BeeHive ETF 6.0 84 -44 4.2 -4.1
KOCG FIS Knights of Columbus Global Belief ETF 6.0 75 -35 5.2 -3.1
FELG Fidelity Enhanced Large Cap Growth ETF 5.9 18 22 4.6 -3.7
SIXL ETC 6 Meridian Low Beta Equity ETF 5.9 80 -40 6.1 -2.2
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.5 -1.8
DXUV Dimensional US Vector Equity ETF 5.8 28 12 6.2 -2.1
IMCV iShares Morningstar Mid-Cap Value ETF 5.8 6 34 8.0 -0.3
SPGP Invesco S&P 500 GARP ETF 5.8 34 6 6.5 -1.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.8 15 25 4.6 -3.6
GLOF iShares Global Equity Factor ETF 5.8 20 20 6.4 -1.9
GLBL Pacer MSCI World Industry Advantage ETF 5.7 65 -25 4.1 -4.2
CAML Congress Large Cap Growth ETF 5.7 66 -26 3.4 -4.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.7 20 20 5.6 -2.7
SDG iShares MSCI Global Sustainable Development Goals ETF 5.7 49 -9 5.8 -2.5
IWY iShares Russell Top 200 Growth ETF 5.6 20 20 4.5 -3.8
SXQG ETC 6 Meridian Quality Growth ETF 5.6 100 -60 4.7 -3.6
IWR iShares Russell Midcap ETF 5.6 19 21 5.7 -2.5
ACWI iShares MSCI ACWI ETF 5.6 32 8 5.5 -2.8
DIVS SmartETFs Dividend Builder ETF 5.6 65 -25 5.0 -3.3
FVD First Trust Value Line Dividend Index Fund 5.6 65 -25 6.3 -2.0
JHMM John Hancock Multifactor Mid Cap ETF 5.6 42 -2 6.3 -2.0
PKW Invesco Buyback Achievers ETF 5.6 62 -22 7.1 -1.2
DURA VanEck Durable High Dividend ETF 5.5 29 11 8.6 +0.3
FDMO Fidelity Momentum Factor ETF 5.5 15 25 3.6 -4.7
IWF iShares Russell 1000 Growth ETF 5.4 19 21 4.3 -4.0
VONG Vanguard Russell 1000 Growth ETF 5.4 7 33 4.4 -3.9
SNPG Xtrackers S&P 500 Growth ESG ETF 5.4 15 25 4.5 -3.8
MAGA Point Bridge America First ETF 5.4 72 -32 5.7 -2.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.4 15 25 7.6 -0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.3 79 -39 4.4 -3.8
MGRO VanEck Morningstar Wide Moat Growth ETF 5.3 49 -9 4.6 -3.7
IYK iShares U.S. Consumer Staples ETF 5.3 40 0 6.4 -1.9
IOO iShares Global 100 ETF 5.3 41 -1 4.7 -3.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.2 9 31 5.6 -2.7
USXF iShares ESG Advanced MSCI USA ETF 5.2 10 30 4.6 -3.7
IWS iShares Russell Mid-Cap Value ETF 5.2 23 17 6.7 -1.6
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 20 6.8 -1.5
FIW First Trust Water ETF 5.2 53 -13 4.7 -3.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.2 9 31 4.8 -3.5
KONG Formidable Fortress ETF 5.1 89 -49 6.0 -2.3
BEEZ Honeytree U.S. Equity ETF 5.1 64 -24 3.8 -4.5
PCGG Polen Capital Global Growth ETF 5.0 85 -45 3.8 -4.5
STXG Strive 1000 Growth ETF 5.0 18 22 3.8 -4.5
INRO iShares U.S. Industry Rotation Active ETF 5.0 42 -2 4.2 -4.1
ILCG iShares Morningstar Growth ETF 5.0 4 36 3.6 -4.7
VT Vanguard Total World Stock ETF 5.0 6 34 5.8 -2.5
TMFC Motley Fool 100 Index ETF 5.0 50 -10 3.4 -4.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.0 60 -20 4.9 -3.4
GURU Global X Guru Index ETF 5.0 75 -35 2.9 -5.4
GQQQ Astoria US Quality Growth Kings ETF 5.0 35 5 4.6 -3.7
AVMV Avantis U.S. Mid Cap Value ETF 5.0 20 20 8.6 +0.4
YALL God Bless America ETF 4.9 65 -25 3.6 -4.7
EBI Longview Advantage ETF 4.9 35 5 6.5 -1.8
DANA Dana Unconstrained Equity ETF 4.9 50 -10 2.9 -5.4
VFQY Vanguard U.S. Quality Factor ETF 4.9 13 27 6.4 -1.9
BGRO iShares Large Cap Growth Active ETF 4.9 55 -15 3.0 -5.2
CSMD Congress SMid Growth ETF 4.9 69 -29 3.9 -4.4
GVIP Goldman Sachs Hedge Industry VIP ETF 4.9 45 -5 3.1 -5.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.9 30 10 4.3 -4.0
EGUS iShares ESG Aware MSCI USA Growth ETF 4.9 18 22 3.9 -4.4
DVY iShares Select Dividend ETF 4.9 38 2 9.0 +0.7
SEMG Suncoast Select Growth ETF 4.9 60 -20 4.2 -4.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.8 12 28 4.5 -3.8
MBOX Freedom Day Dividend ETF 4.8 39 1 7.3 -1.0
SAMT Strategas Macro Thematic Opportunities ETF 4.8 65 -25 2.7 -5.6
DEMZ Democratic Large Cap Core ETF 4.7 45 -5 4.5 -3.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.7 55 -15 10.0 +1.7
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 17 5.7 -2.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.7 65 -25 3.6 -4.7
IWFG IQ Winslow Focused Large Cap Growth ETF 4.7 65 -25 2.9 -5.4
BFOR ALPS Barron's 400 ETF 4.6 65 -25 5.9 -2.3
MTUM iShares MSCI USA Momentum Factor ETF 4.5 15 25 3.4 -4.9
SFYF SoFi Social 50 ETF 4.5 29 11 0.4 -7.9
QGRW WisdomTree U.S. Quality Growth Fund 4.4 28 12 4.1 -4.2
VOOG Vanguard S&P 500 Growth ETF 4.4 7 33 4.0 -4.3
IVW iShares S&P 500 Growth ETF 4.4 18 22 3.9 -4.4
SPYG SPDR Portfolio S&P 500 Growth ETF 4.4 4 36 4.0 -4.2
XT iShares Exponential Technologies ETF 4.4 46 -6 4.9 -3.4
FBCG Fidelity Blue Chip Growth ETF 4.4 59 -19 2.8 -5.5
SYLD Cambria Shareholder Yield ETF 4.3 59 -19 11.6 +3.3
FLDZ RiverNorth Patriot ETF 4.3 75 -35 6.1 -2.2
CZAR Themes Natural Monopoly ETF 4.3 35 5 5.7 -2.6
LGRO Level Four Large Cap Growth Active ETF 4.2 55 -15 3.7 -4.6
IUSG iShares Core S&P U.S. Growth ETF 4.2 4 36 4.1 -4.2
PRXG Praxis Impact Large Cap Growth ETF 4.2 36 4 3.6 -4.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.2 49 -9 3.7 -4.6
QQMG Invesco ESG NASDAQ 100 ETF 4.2 20 20 4.1 -4.2
LYLD Cambria Large Cap Shareholder Yield ETF 4.2 59 -19 9.4 +1.1
VUG Vanguard Growth ETF 4.2 4 36 4.0 -4.3
RPG Invesco S&P 500 Pure Growth ETF 4.1 35 5 3.2 -5.1
QQQ Invesco QQQ Trust Series I 4.1 20 20 4.0 -4.3
QQQM Invesco NASDAQ 100 ETF 4.1 15 25 4.1 -4.2
RGEF Rockefeller Global Equity ETF 4.1 55 -15 4.7 -3.6
PWB Invesco Large Cap Growth ETF 4.0 56 -16 3.1 -5.2
ARKG ARK Genomic Revolution ETF 4.0 75 -35 -1.4 -9.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -19 2.7 -5.6
CVY Invesco Zacks Multi-Asset Income ETF 3.9 106 -66 12.2 +3.9
TMFX Motley Fool Next Index ETF 3.9 50 -10 2.6 -5.7
ACSI American Customer Satisfaction ETF 3.9 65 -25 4.7 -3.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.8 65 -25 3.5 -4.8
SPHB Invesco S&P 500 High Beta ETF 3.8 25 15 4.6 -3.7
BUZZ VanEck Social Sentiment ETF 3.8 75 -35 -0.4 -8.7
ALTL Pacer Lunt Large Cap Alternator ETF 3.8 60 -20 4.2 -4.1
FFOG Franklin Focused Growth ETF 3.8 61 -21 2.3 -6.0
MGK Vanguard Mega Cap Growth ETF 3.8 7 33 4.1 -4.2
FDVV Fidelity High Dividend ETF 3.8 15 25 7.6 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.7 39 1 11.5 +3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.7 30 10 6.5 -1.8
AGQI First Trust Active Global Quality Income ETF 3.7 85 -45 4.8 -3.5
YOKE Yoke Core ETF 3.6 42 -2 4.3 -4.0
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -45 2.0 -6.3
MOTG VanEck Morningstar Global Wide Moat ETF 3.6 52 -12 7.6 -0.7
EQRR ProShares Equities for Rising Rates ETF 3.5 35 5 8.0 -0.3
FXG First Trust Consumer Staples AlphaDEX Fund 3.5 63 -23 8.5 +0.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.5 52 -12 6.3 -2.0
MDCP VictoryShares THB Mid Cap ESG ETF 3.5 55 -15 5.6 -2.6
USSE Segall Bryant & Hamill Select Equity ETF 3.5 65 -25 4.3 -4.0
DIVY Sound Equity Dividend Income ETF 3.5 45 -5 9.5 +1.2
TAX Cambria Tax Aware ETF 3.5 49 -9 5.0 -3.3
ABEQ Absolute Select Value ETF 3.5 85 -45 4.6 -3.7
RCGE RockCreek Global Equality ETF 3.5 95 -55 6.7 -1.6
TOPT iShares Top 20 U.S. Stocks ETF 3.5 20 20 3.8 -4.5
QTOP iShares Nasdaq Top 30 Stocks ETF 3.5 20 20 4.0 -4.3
FTGS First Trust Growth Strength ETF 3.4 60 -20 4.9 -3.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.4 85 -45 8.6 +0.3
LCLG Logan Capital Broad Innovative Growth ETF 3.4 99 -59 3.8 -4.4
SAMM Strategas Macro Momentum ETF 3.4 66 -26 2.3 -6.0
OCFS Otter Creek Focus Strategy ETF 3.4 85 -45 4.0 -4.2
BLES Inspire Global Hope ETF 3.4 61 -21 6.8 -1.5
ABIG Argent Large Cap ETF 3.4 49 -9 5.1 -3.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.3 60 -20 3.9 -4.4
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 -10 5.5 -2.8
VNSE Natixis Vaughan Nelson Select ETF 3.3 80 -40 4.6 -3.7
AVUQ Avantis U.S. Quality ETF 3.2 15 25 4.3 -4.0
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 -35 2.4 -5.9
RDVY First Trust Rising Dividend Achievers ETF 3.2 50 -10 6.8 -1.5
VEGN US Vegan Climate ETF 3.2 60 -20 4.4 -3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 3.2 59 -19 10.7 +2.4
PEY Invesco High Yield Equity Dividend Achievers ETF 3.1 52 -12 10.2 +1.9
WBIY WBI Power Factor High Dividend ETF 3.1 100 -60 14.7 +6.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.1 60 -20 7.3 -1.0
AVLV Avantis U.S. Large Cap Value ETF 3.1 15 25 7.8 -0.5
FMKT The Free Markets ETF 3.1 76 -36 1.5 -6.8
BUL Pacer US Cash Cows Growth ETF 3.0 60 -20 6.6 -1.7
KOMP SPDR S&P Kensho New Economies Composite ETF 3.0 20 20 2.5 -5.8
LEAD Siren DIVCON Leaders Dividend ETF 3.0 43 -3 4.2 -4.1
NIXT Research Affiliates Deletions ETF 3.0 9 31 8.7 +0.4
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 27 2.9 -5.4
TMFG Motley Fool Global Opportunities ETF 2.9 85 -45 3.9 -4.4
ONEQ Fidelity Nasdaq Composite Index ETF 2.9 21 19 3.7 -4.6
FDG American Century Focused Dynamic Growth ETF 2.9 45 -5 1.9 -6.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 25 5.9 -2.4
ONEY SPDR Russell 1000 Yield Focus ETF 2.9 20 20 9.5 +1.2
ETHO Etho Climate Leadership U.S. ETF 2.8 47 -7 5.3 -3.0
PY Principal Value ETF 2.8 15 25 7.2 -1.1
EQIN Columbia US Equity Income ETF 2.7 35 5 6.9 -1.4
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 -22 3.8 -4.5
IQM Franklin Intelligent Machines ETF 2.6 50 -10 2.0 -6.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.6 43 -3 6.1 -2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -25 2.1 -6.2
SURE AdvisorShares Insiders Advantage ETF 2.5 90 -50 9.5 +1.2
WDIV SPDR S&P Global Dividend ETF 2.5 40 0 9.2 +0.9
VBR Vanguard Small Cap Value ETF 2.4 7 33 9.0 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 2.4 38 2 8.8 +0.5
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 5.0 -3.3
RNIN Bushido Capital US SMID Cap Equity ETF 2.1 70 -30 10.3 +2.0
COPY Tweedy, Browne Insider + Value ETF 2.1 80 -40 11.8 +3.5
SPMO Invesco S&P 500 Momentum ETF 2.1 13 27 3.5 -4.8
ICAP InfraCap Equity Income Fund ETF 2.1 171 -131 6.1 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -24 2.2 -6.1
BOUT Innovator IBD Breakout Opportunities ETF 2.0 81 -41 2.7 -5.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.0 4 36 6.1 -2.2
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 36 6.6 -1.7
OPTZ Optimize Strategy Index ETF 1.9 50 -10 4.6 -3.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.9 27 13 7.0 -1.3
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -55 2.9 -5.4
STXM Strive Mid-Cap ETF 1.9 18 22 6.1 -2.2
VB Vanguard Small-Cap ETF 1.9 5 35 6.1 -2.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -9 6.1 -2.2
IBRN iShares Neuroscience and Healthcare ETF 1.8 47 -7 0.0 -8.3
WCEO Hypatia Women CEO ETF 1.8 85 -45 3.7 -4.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 1 3.3 -5.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -45 6.8 -1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.7 75 -35 5.3 -3.0
CSD Invesco S&P Spin-Off ETF 1.7 65 -25 4.3 -4.0
EVX VanEck Environmental Services ETF 1.7 55 -15 2.3 -6.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.7 60 -20 6.0 -2.3
TINT ProShares Smart Materials ETF 1.7 58 -18 7.1 -1.2
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.6 -2.7
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 34 9.2 +0.9
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 -25 8.3 -0.0
VAMO Cambria Value & Momentum ETF 1.6 61 -21 5.7 -2.6
DIV Global X SuperDividend US ETF 1.6 45 -5 11.9 +3.6
AZTD Aztlan Global Stock Selection DM SMID ETF 1.6 75 -35 7.4 -0.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.6 69 -29 -0.6 -8.9
RVER Trenchless Fund ETF 1.6 65 -25 4.4 -3.9
LOGO Alpha Brands Consumption Leaders ETF 1.6 69 -29 3.0 -5.2
IRET iREIT - MarketVector Quality REIT Index ETF 1.5 60 -20 7.0 -1.3
SNSR Global X Internet of Things ETF 1.5 68 -28 4.5 -3.8
MOO VanEck Agribusiness ETF 1.5 53 -13 10.4 +2.1
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -12 7.1 -1.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -14 7.0 -1.2
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 12 9.2 +0.9
BOTZ Global X Robotics & Artificial Intelligence ETF 1.4 69 -29 2.4 -5.9
ROBO ROBO Global Robotics & Automation Index ETF 1.4 95 -55 3.4 -4.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.6 -5.7
NBDS Neuberger Berman Disrupters ETF 1.4 55 -15 0.7 -7.6
FBOT Fidelity Disruptive Automation ETF 1.4 50 -10 3.7 -4.6
IBOT Vaneck Robotics ETF 1.4 47 -7 4.3 -4.0
IGPT Invesco AI and Next Gen Software ETF 1.4 60 -20 4.2 -4.1
BELT iShares Long-Term U.S. Equity Active ETF 1.4 75 -35 3.0 -5.3
PHO Invesco Water Resources ETF 1.4 60 -20 4.5 -3.8
PIO Invesco Global Water ETF 1.4 75 -35 4.3 -4.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 40 11.8 +3.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 7.8 -0.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.3 47 -7 5.8 -2.5
VBK Vanguard Small-Cap Growth ETF 1.2 7 33 1.9 -6.4
PRNT 3D Printing ETF 1.1 66 -26 1.3 -7.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -25 7.9 -0.4
ISCB iShares Morningstar Small-Cap ETF 1.1 4 36 6.2 -2.1
DFSV Dimensional US Small Cap Value ETF 1.1 31 9 10.0 +1.7
EZM WisdomTree U.S. MidCap Fund 1.0 38 2 9.0 +0.7
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 6.5 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 7.0 -1.3
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -15 11.9 +3.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -20 6.8 -1.5
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 1.0 -7.3
SFYX SoFi Next 500 ETF 1.0 0 40 5.7 -2.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -30 10.9 +2.6
DFAS Dimensional U.S. Small Cap ETF 0.8 26 14 6.4 -1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 23 5.6 -2.6
SMMD iShares Russell 2500 ETF 0.7 15 25 6.1 -2.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.6 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 8.2 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 33 6.0 -2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -20 7.3 -1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.6 52 -12 6.3 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 34 2.9 -5.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 -20 7.4 -0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 20 6.2 -2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 0.5 -7.7
MVPA Miller Value Partners Appreciation ETF 0.4 60 -20 9.2 +0.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 9.5 +1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -30 2.8 -5.5
TMAT Main Thematic Innovation ETF 0.4 164 -124 -1.5 -9.7
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.7 -4.6
IYJ iShares U.S. Industrials ETF 0.4 40 0 4.7 -3.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 5.3 -3.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -5 8.7 +0.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 3.7 -4.6
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.3 -3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 25 5.8 -2.5
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.0 70 -30 4.8 -3.5

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 Health Care ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.7 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.