Invesco S&P 500 Equal Weight Health Care ETF
ALTAR
Score™
7.6% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
18.6x P/Sales
ratio
1.2x
P/BV
ratio
2.6x Div.
yield
1.1%


  • 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) $934
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 62
Wgt avg mkt cap (mns) $92,362
Large cap (>$10bn) 92.1%
Mid cap ($2-10bn) 7.9%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EDWARDS LIFESCIENCES CORP 1.7 %
INTUITIVE SURGICAL INC 1.7 %
ELI LILLY & CO 1.7 %
AMGEN INC 1.7 %
BAXTER INTERNATIONAL INC 1.7 %
HOLOGIC INC 1.7 %
HUMANA INC 1.7 %
TELEFLEX INC 1.7 %
ZOETIS INC 1.7 %
GILEAD SCIENCES INC 1.7 %
Total 16.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.3 %
IRELAND 3.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
1.2% 1.6% 8.9% 9.8% 11.4%

Market Correlations
versus... Beta R-squared
S&P500 0.87 72%
MSCI EAFE 0.91 74%
MSCI Emg. Mkts. 0.54 27%

Technical Indicators
Recent close $30.36
30d moving avg. $30.00
Annualized volatility 18.5%
Short interest (ETF) 0.0%
Short interest (Underlying) 1.7%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 85
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $62,854

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 614 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™: 7.6%


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 54.4 9 31 6.9 -0.7
FXH First Trust Health Care AlphaDEX Fund 54.3 62 -22 6.8 -0.7
FHLC Fidelity MSCI Health Care Index ETF 51.4 8 32 5.6 -2.0
VHT Vanguard Health Care ETF 51.1 10 30 5.4 -2.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 50.2 60 -20 7.3 -0.3
IYH iShares U.S. Healthcare ETF 49.4 40 0 6.0 -1.6
IXJ iShares Global Healthcare ETF 46.3 42 -2 5.9 -1.7
MDEV First Trust Indxx Medical Devices ETF 41.3 70 -30 4.2 -3.3
BMED Future Health ETF 37.4 85 -45 -0.3 -7.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 34.1 68 -28 0.3 -7.2
XHE SPDR S&P Health Care Equipment ETF 30.5 35 5 1.5 -6.1
HKND Humankind US Stock ETF 30.3 11 29 7.1 -0.5
FMED Fidelity Disruptive Medicine ETF 28.1 50 -10 -0.1 -7.7
IHI iShares U.S. Medical Devices ETF 27.1 40 0 3.9 -3.7
GDOC Goldman Sachs Future Health Care Equity ETF 26.2 75 -35 3.3 -4.3
XHS SPDR S&P Health Care Services ETF 25.3 35 5 6.2 -1.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 25.2 60 -20 8.3 +0.8
AGNG Global X Aging Population ETF 23.7 50 -10 3.9 -3.7
PINK Simplify Health Care ETF 23.6 50 -10 1.2 -6.4
WDNA WisdomTree BioRevolution Fund 21.2 45 -5 -3.8 -11.4
SNPV Xtrackers S&P 500 Value ESG ETF 19.6 15 25 6.7 -0.9
VIRS Pacer BioThreat Strategy ETF 18.8 70 -30 6.2 -1.4
HART IQ Healthy Hearts ETF 18.8 45 -5 5.2 -2.4
IHF iShares U.S. Healthcare Providers ETF 18.7 40 0 6.2 -1.3
MEDI Harbor Health Care ETF 18.5 80 -40 1.4 -6.1
LRND IQ U.S. Large Cap R&D Leaders ETF 17.8 14 26 5.7 -1.9
IVE iShares S&P 500 Value ETF 17.7 18 22 6.6 -1.0
SPYV SPDR Portfolio S&P 500 Value ETF 17.7 4 36 6.7 -0.9
VOOV Vanguard S&P 500 Value ETF 17.6 10 30 6.6 -0.9
IBB iShares Biotechnology ETF 17.6 45 -5 0.5 -7.1
MGV Vanguard Mega Cap Value ETF 17.5 7 33 6.7 -0.9
HLGE Hartford Longevity Economy ETF 17.2 44 -4 5.9 -1.7
PPH VanEck Pharmaceutical ETF 16.9 36 4 8.3 +0.8
IWX iShares Russell Top 200 Value ETF 16.8 20 20 6.5 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 16.8 9 31 5.5 -2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 16.8 18 22 5.8 -1.8
RAFE PIMCO RAFI ESG U.S. ETF 16.8 29 11 7.0 -0.6
IUSV iShares Core S&P US Value ETF 16.7 4 36 6.8 -0.8
RWL Invesco S&P 500 Revenue ETF 16.6 39 1 6.7 -0.9
ZECP Zacks Earnings Consistent Portfolio ETF 16.5 55 -15 4.6 -2.9
HELX Franklin Genomic Advancements ETF 16.5 50 -10 0.1 -7.5
STXD Strive 1000 Dividend Growth ETF 16.3 35 5 5.0 -2.5
PJP Invesco Pharmaceuticals ETF 16.3 57 -17 7.7 +0.1
VTV Vanguard Value ETF 16.1 4 36 6.8 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 16.0 15 25 5.8 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 15.9 15 25 5.6 -2.0
IPDP Dividend Performers ETF 15.9 122 -82 5.3 -2.3
CHGX AXS Change Finance ESG ETF 15.9 49 -9 4.9 -2.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 15.9 60 -20 5.5 -2.1
NULV Nuveen ESG Large-Cap Value ETF 15.7 26 14 7.0 -0.6
KRMA Global X Conscious Companies ETF 15.7 43 -3 5.6 -1.9
BBH VanEck Biotech ETF 15.6 35 5 4.3 -3.3
SPMV Invesco S&P 500 Minimum Variance ETF 15.6 10 30 5.5 -2.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 15.6 10 30 5.2 -2.3
VFLO VictoryShares Free Cash Flow ETF 15.5 39 1 8.8 +1.2
SYNB Putnam BioRevolution ETF 15.3 70 -30 2.9 -4.7
MEDX Horizon Kinetics Medical ETF 15.2 85 -45 -0.4 -8.0
ANEW ProShares MSCI Transformational Changes ETF 15.1 45 -5 3.5 -4.1
EVUS iShares ESG Aware MSCI USA Value ETF 14.8 18 22 6.7 -0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 14.8 48 -8 5.9 -1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 14.7 60 -20 3.6 -3.9
DGRO iShares Core Dividend Growth ETF 14.7 8 32 6.5 -1.1
ILCV iShares Morningstar Value ETF 14.4 4 36 6.4 -1.2
DSTL Distillate US Fundamental Stability & Value ETF 14.4 39 1 7.7 +0.1
POWA Invesco Bloomberg Pricing Power ETF 14.3 40 0 5.6 -2.0
IWD iShares Russell 1000 Value ETF 14.3 19 21 6.5 -1.1
USMC Principal U.S. Mega-Cap ETF 14.2 12 28 4.8 -2.8
JAVA JPMorgan Active Value ETF 14.2 44 -4 6.1 -1.5
SMRI Bushido Capital US Equity ETF 14.2 71 -31 9.6 +2.0
FBT First Trust NYSE Arca Biotechnology Index Fund 14.1 56 -16 2.1 -5.5
MOAT VanEck Morningstar Wide Moat ETF 14.0 46 -6 6.2 -1.4
QLTY GMO U.S. Quality ETF 13.9 50 -10 4.2 -3.4
IUS Invesco RAFI Strategic US ETF 13.8 19 21 7.1 -0.5
CRTC Xtrackers US National Critical Technologies ETF 13.7 35 5 5.2 -2.4
VIG Vanguard Dividend Appreciation ETF 13.7 6 34 5.7 -1.9
SPXN ProShares S&P 500 Ex-Financials ETF 13.6 9 31 5.0 -2.5
EQWL Invesco S&P 100 Equal Weight ETF 13.6 25 15 6.6 -1.0
QUS SPDR MSCI USA StrategicFactors ETF 13.5 15 25 5.8 -1.8
PFM Invesco Dividend Achievers ETF 13.5 53 -13 5.5 -2.1
ULVM VictoryShares US Value Momentum ETF 13.4 20 20 7.4 -0.1
FELV Fidelity Enhanced Large Cap Value ETF 13.4 18 22 6.5 -1.1
GERM ETFMG Treatments Testing and Advancements ETF 13.4 68 -28 -5.0 -12.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 13.3 32 8 4.9 -2.7
ROUS Hartford Multifactor US Equity ETF 13.3 19 21 6.9 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 13.2 13 27 5.2 -2.4
RPV Invesco S&P 500 Pure Value ETF 13.2 35 5 10.0 +2.4
NULG Nuveen ESG Large-Cap Growth ETF 13.1 26 14 4.3 -3.3
IHE iShares U.S. Pharmaceuticals ETF 13.1 40 0 8.2 +0.6
XPH SPDR S&P Pharmaceuticals ETF 13.1 35 5 5.3 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.0 20 20 6.0 -1.5
FCPI Fidelity Stocks for Inflation ETF 12.9 15 25 8.3 +0.7
JEPI JPMorgan Equity Premium Income ETF 12.9 35 5 5.3 -2.3
STXV Strive 1000 Value ETF 12.8 18 22 7.8 +0.2
VONV Vanguard Russell 1000 Value ETF 12.7 8 32 6.6 -1.0
RUNN Running Oak Efficient Growth ETF 12.7 58 -18 5.0 -2.6
DFLV Dimensional US Large Cap Value ETF 12.6 22 18 7.8 +0.3
XBI SPDR S&P BIOTECH ETF 12.6 35 5 -3.5 -11.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.5 75 -35 4.1 -3.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 12.4 10 30 4.5 -3.1
CGGR Capital Group Growth ETF 12.4 39 1 3.4 -4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 12.4 10 30 4.4 -3.2
VSLU Applied Finance Valuation Large Cap ETF 12.4 49 -9 5.5 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 12.3 20 20 6.2 -1.4
FFLC Fidelity Fundamental Large Cap Core ETF 12.3 38 2 4.9 -2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.3 15 25 6.6 -0.9
DVND Touchstone Dividend Select ETF 12.2 67 -27 6.0 -1.6
HLAL Wahed FTSE USA Shariah ETF 12.2 50 -10 4.6 -3.0
IBBQ Invesco Nasdaq Biotechnology ETF 12.1 19 21 0.8 -6.8
RSP Invesco S&P 500 Equal Weight ETF 12.1 20 20 6.2 -1.4
MGC Vanguard Mega Cap ETF 12.1 7 33 4.9 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 12.1 9 31 4.9 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 12.1 75 -35 4.8 -2.8
PWV Invesco Large Cap Value ETF 12.1 55 -15 8.1 +0.5
VOO Vanguard S&P 500 ETF 12.1 3 37 5.2 -2.4
DGRW WisdomTree US Quality Dividend Growth Fund 12.1 28 12 6.0 -1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.0 7 33 5.0 -2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 11.9 15 25 4.8 -2.8
ESGV Vanguard ESG U.S. Stock ETF 11.8 9 31 4.9 -2.7
VV Vanguard Large-Cap ETF 11.8 4 36 5.1 -2.5
ROE Astoria US Quality Kings ETF 11.7 49 -9 7.7 +0.1
HDUS Hartford Disciplined US Equity ETF 11.7 19 21 6.0 -1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 11.7 0 40 5.1 -2.4
SNPE Xtrackers S&P 500 ESG ETF 11.7 10 30 5.1 -2.5
FDLO Fidelity Low Volatility Factor ETF 11.7 15 25 5.3 -2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.7 8 32 5.0 -2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 11.7 20 20 4.8 -2.7
NULC Nuveen ESG Large-Cap ETF 11.6 21 19 5.5 -2.1
ESGU iShares ESG Aware MSCI USA ETF 11.6 15 25 5.1 -2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.6 19 21 6.4 -1.2
SUSA iShares MSCI USA ESG Select ETF 11.6 25 15 5.1 -2.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 11.6 20 20 8.0 +0.4
XVV iShares ESG Screened S&P 500 ETF 11.6 8 32 4.9 -2.7
DFUV Dimensional US Marketwide Value ETF 11.5 22 18 7.7 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.5 7 33 5.0 -2.6
FUNL CornerCap Fundametrics Large-Cap ETF 11.5 50 -10 7.0 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.5 20 20 4.9 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 11.5 12 28 5.9 -1.7
INCE Franklin Income Equity Focus ETF 11.5 29 11 5.7 -1.8
GINN Goldman Sachs Innovate Equity ETF 11.5 52 -12 2.6 -5.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 11.5 50 -10 7.7 +0.2
CATH Global X S&P 500 Catholic Values Custom ETF 11.4 29 11 4.9 -2.6
VOTE TCW Transform 500 ETF 11.4 5 35 5.0 -2.6
PRF Invesco FTSE RAFI US 1000 ETF 11.4 39 1 7.1 -0.5
SPY SPDR S&P 500 ETF Trust 11.4 9 31 5.0 -2.6
IVV iShares Core S&P 500 ETF 11.4 3 37 5.1 -2.5
FMIL Fidelity New Millennium ETF 11.4 59 -19 4.5 -3.1
ADME Aptus Drawdown Managed Equity ETF 11.4 79 -39 4.1 -3.4
SPLG SPDR Portfolio S&P 500 ETF 11.3 2 38 5.1 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.3 2 38 5.1 -2.5
JMOM JPMorgan U.S. Momentum Factor ETF 11.3 12 28 4.7 -2.9
FVAL Fidelity Value Factor ETF 11.3 15 25 7.2 -0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 11.3 28 12 6.0 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 11.3 4 36 6.6 -1.0
FTCS First Trust Capital Strength ETF 11.2 55 -15 5.6 -2.0
IWL iShares Russell Top 200 ETF 11.2 15 25 4.8 -2.8
ACVF American Conservative Values ETF 11.2 75 -35 4.3 -3.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.2 45 -5 4.4 -3.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.2 60 -20 -2.9 -10.4
NUDV Nuveen ESG Dividend ETF 11.2 26 14 7.4 -0.1
STRV Strive 500 ETF 11.2 5 35 5.0 -2.6
VONE Vanguard Russell 1000 ETF 11.2 8 32 5.1 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 11.2 49 -9 4.9 -2.6
CGDV Capital Group Dividend Value ETF 11.2 33 7 5.8 -1.8
LRGF iShares U.S. Equity Factor ETF 11.2 8 32 5.7 -1.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.1 65 -25 -1.1 -8.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11.1 29 11 6.1 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.1 9 31 5.5 -2.1
EDOC Global X Telemedicine & Digital Health ETF Registered 11.1 68 -28 -4.3 -11.9
QLC FlexShares US Quality Large Cap Index Fund 11.1 25 15 5.4 -2.2
BKWO BNY Mellon Women's Opportunities ETF 11.1 50 -10 3.8 -3.8
UDI USCF Dividend Income Fund 11.1 65 -25 7.7 +0.1
WRND IQ Global Equity R&D Leaders ETF 11.1 18 22 6.7 -0.9
PBUS Invesco MSCI USA ETF 11.0 4 36 5.0 -2.5
FELC Fidelity Enhanced Large Cap Core ETF 11.0 18 22 5.4 -2.2
VYM Vanguard High Dividend Yield Index ETF 10.9 6 34 7.2 -0.4
ILCB iShares Morningstar U.S. Equity ETF 10.9 3 37 5.0 -2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.9 14 26 5.0 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.9 18 22 7.5 -0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.9 50 -10 4.3 -3.3
OALC OneAscent Large Cap Core ETF 10.9 86 -46 4.4 -3.2
BBP Virtus LifeSci Biotech Products ETF 10.8 79 -39 -4.0 -11.6
JHML John Hancock Multifactor Large Cap ETF 10.8 29 11 5.4 -2.1
SSPY Syntax Stratified LargeCap ETF 10.8 30 10 6.5 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.8 11 29 5.0 -2.6
JVAL JPMorgan U.S. Value Factor ETF 10.8 12 28 8.2 +0.6
ITAN Sparkline Intangible Value ETF 10.8 50 -10 6.4 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 10.7 11 29 4.8 -2.7
FNDX Schwab Fundamental US Large Co. Index ETF 10.7 25 15 7.0 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10.7 25 15 5.5 -2.1
VTHR Vanguard Russell 3000 ETF 10.6 10 30 4.9 -2.6
VTI Vanguard Total Stock Market ETF 10.6 3 37 4.9 -2.6
QLV FlexShares US Quality Low Volatility Index Fund 10.6 22 18 3.9 -3.7
FBCV Fidelity Blue Chip Value ETF 10.6 59 -19 7.4 -0.2
FDMO Fidelity Momentum Factor ETF 10.6 15 25 4.0 -3.6
SCHX Schwab U.S. Large-Cap ETF 10.6 3 37 5.1 -2.5
VLU SPDR S&P 1500 Value Tilt ETF 10.6 12 28 7.1 -0.5
IWB iShares Russell 1000 ETF 10.5 15 25 4.9 -2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 10.5 3 37 5.2 -2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10.5 9 31 6.0 -1.6
CFA VictoryShares US 500 Volatility Wtd ETF 10.5 35 5 5.9 -1.7
DTD WisdomTree U.S. Total Dividend Fund 10.5 28 12 6.3 -1.3
CGUS Capital Group Core Equity ETF 10.5 33 7 4.5 -3.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 10.5 40 0 5.9 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 10.5 18 22 5.5 -2.0
IYY iShares Dow Jones U.S. ETF 10.4 20 20 4.9 -2.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 10.4 35 5 6.1 -1.5
SCHK Schwab 1000 Index ETF 10.3 5 35 5.1 -2.5
FQAL Fidelity Quality Factor ETF 10.3 15 25 5.7 -1.9
DFUS Dimensional U.S. Equity ETF 10.3 9 31 5.0 -2.6
EPS WisdomTree U.S. LargeCap Fund 10.3 8 32 6.0 -1.6
REVS Columbia Research Enhanced Value ETF 10.3 19 21 7.7 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.2 35 5 4.9 -2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.2 10 30 5.1 -2.5
EUSA iShares MSCI USA Equal Weighted ETF 10.2 9 31 6.0 -1.6
SIZE iShares MSCI USA Size Factor ETF 10.1 15 25 5.9 -1.6
RVRB Reverb ETF 10.1 30 10 4.8 -2.8
FDWM Fidelity Women's Leadership ETF 10.1 59 -19 4.9 -2.7
IWV iShares Russell 3000 ETF 10.1 20 20 4.8 -2.8
VOT Vanguard Mid-Cap Growth ETF 10.0 7 33 4.1 -3.5
VLUE iShares MSCI USA Value Factor ETF 10.0 15 25 10.5 +3.0
SHE SPDR MSCI USA Gender Diversity ETF 10.0 20 20 4.9 -2.7
SUSL iShares ESG MSCI USA Leaders ETF 10.0 10 30 5.1 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 10.0 15 25 7.5 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.0 3 37 4.9 -2.6
FNDB Schwab Fundamental US Broad Market Index ETF 10.0 25 15 6.9 -0.6
APUE ActivePassive U.S. Equity ETF 10.0 45 -5 4.8 -2.8
SPVM Invesco S&P 500 Value with Momentum ETF 9.9 39 1 8.5 +1.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.9 35 5 6.3 -1.3
SCHB Schwab U.S. Broad Market ETF 9.9 3 37 5.0 -2.6
RFFC ALPS Active Equity Opportunity ETF 9.9 48 -8 4.2 -3.4
CAML Congress Large Cap Growth ETF 9.8 66 -26 3.1 -4.5
DURA VanEck Durable High Dividend ETF 9.8 29 11 7.3 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 9.8 30 10 5.8 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 9.8 25 15 5.4 -2.2
FLRG Fidelity U.S. Multifactor ETF 9.8 15 25 7.5 -0.1
ALTL Pacer Lunt Large Cap Alternator ETF 9.8 60 -20 5.0 -2.5
GDEF Goldman Sachs Defensive Equity ETF 9.7 55 -15 4.8 -2.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.7 58 -18 4.7 -2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 9.7 37 3 4.3 -3.3
DIVB iShares Core Dividend ETF 9.7 5 35 7.9 +0.4
OEF iShares S&P 100 ETF 9.7 20 20 4.8 -2.8
FLV American Century Focused Large Cap Value ETF 9.6 42 -2 6.7 -0.8
DUHP Dimensional US High Profitability ETF 9.6 21 19 6.6 -1.0
RECS Columbia Research Enhanced Core ETF 9.6 15 25 5.5 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 9.6 59 -19 3.5 -4.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.6 15 25 4.7 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 9.6 36 4 4.6 -3.0
PBE Invesco Biotechnology & Genome ETF 9.6 58 -18 -0.5 -8.0
USMF WisdomTree U.S. Multifactor Fund 9.6 28 12 7.6 +0.0
DFAU Dimensional US Core Equity Market ETF 9.6 12 28 5.2 -2.4
JHDV John Hancock U.S. High Dividend ETF 9.5 34 6 6.3 -1.3
FDHT Fidelity Digital Health ETF 9.5 39 1 -1.9 -9.5
AFLG First Trust Active Factor Large Cap ETF 9.4 55 -15 6.1 -1.5
EQUL IQ Engender Equality ETF 9.4 45 -5 6.8 -0.8
CANC Tema Oncology ETF 9.4 75 -35 -4.2 -11.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 9.4 25 15 5.7 -1.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.3 29 11 8.3 +0.7
CGGO Capital Group Global Growth Equity ETF 9.3 47 -7 4.4 -3.2
LCF Touchstone US Large Cap Focused ETF 9.2 69 -29 4.2 -3.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.2 15 25 9.7 +2.2
WTV WisdomTree US Value Fund of Benef Interest 9.2 12 28 9.4 +1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 9.2 6 34 4.3 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 9.2 49 -9 10.8 +3.2
SFY SoFi Select 500 ETF 9.2 0 40 4.5 -3.1
XLG Invesco S&P 500 Top 50 ETF 9.2 20 20 4.4 -3.2
AUSF Global X Adaptive U.S. Factor ETF 9.2 27 13 8.9 +1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.1 80 -40 5.9 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 9.1 4 36 4.2 -3.4
PSET Principal Quality ETF 9.1 15 25 5.2 -2.4
STXG Strive 1000 Growth ETF 9.1 18 22 4.1 -3.5
QQQN VictoryShares Nasdaq Next 50 ETF 9.0 18 22 4.2 -3.4
DSI iShares MSCI KLD 400 Social ETF 8.9 25 15 5.0 -2.5
CACG ClearBridge All Cap Growth ESG ETF 8.9 54 -14 3.6 -4.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 8.8 49 -9 4.9 -2.7
SPVU Invesco S&P 500 Enhanced Value ETF 8.8 13 27 9.5 +1.9
VONG Vanguard Russell 1000 Growth ETF 8.8 8 32 4.7 -2.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.8 30 10 8.7 +1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.6 25 15 5.5 -2.1
LVOL American Century Low Volatility ETF 8.6 29 11 4.9 -2.7
WLDR Affinity World Leaders Equity ETF 8.6 67 -27 8.2 +0.6
PRAY FIS Christian Stock Fund 8.6 69 -29 5.9 -1.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 8.6 9 31 4.7 -2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.6 52 -12 5.4 -2.2
USXF iShares ESG Advanced MSCI USA ETF 8.6 10 30 5.1 -2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.6 58 -18 5.3 -2.3
GSPY Gotham Enhanced 500 ETF 8.5 50 -10 5.1 -2.5
VFQY Vanguard U.S. Quality Factor ETF 8.5 13 27 7.4 -0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 8.5 35 5 8.4 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 8.5 38 2 8.3 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 8.5 9 31 5.3 -2.3
VUSE Vident U.S. Equity Strategy ETF 8.4 50 -10 3.4 -4.2
TOK iShares MSCI Kokusai ETF 8.4 26 14 5.1 -2.5
MOTE VanEck Morningstar ESG Moat ETF 8.3 49 -9 5.3 -2.3
VSDA VictoryShares Dividend Accelerator ETF 8.3 35 5 6.8 -0.8
VO Vanguard Mid-Cap ETF 8.3 4 36 5.9 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 8.3 17 23 5.5 -2.1
DEUS Xtrackers Russell US Multifactor ETF 8.3 17 23 7.1 -0.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 8.3 56 -16 6.1 -1.4
SXQG ETC 6 Meridian Quality Growth ETF 8.3 100 -60 3.9 -3.7
BIBL Inspire 100 ETF 8.2 35 5 5.0 -2.6
IMCB iShares Morningstar Mid-Cap ETF 8.2 4 36 6.2 -1.4
TMFC Motley Fool 100 Index ETF 8.2 50 -10 3.6 -4.0
IWP iShares Russell Mid-Cap Growth ETF 8.2 23 17 3.9 -3.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.1 15 25 5.7 -1.8
FSST Fidelity Sustainable U.S. Equity ETF 8.1 59 -19 2.8 -4.8
MBOX Freedom Day Dividend ETF 8.1 39 1 7.7 +0.2
SDOG ALPS Sector Dividend Dogs ETF 8.1 36 4 9.5 +1.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.1 75 -35 7.3 -0.2
FTA First Trust Large Cap Value AlphaDEX Fund 8.1 59 -19 8.5 +0.9
SIXL ETC 6 Meridian Low Beta Equity ETF 8.1 80 -40 4.8 -2.8
MDLV Morgan Dempsey Large Cap Value ETF 8.1 58 -18 8.4 +0.8
MBCC Monarch Blue Chips Core ETF 8.0 125 -85 3.4 -4.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.0 12 28 4.7 -2.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.0 55 -15 3.9 -3.6
SRHQ SRH U.S. Quality ETF 7.9 35 5 7.9 +0.4
URTH iShares MSCI World ETF 7.9 24 16 5.2 -2.4
NBDS Neuberger Berman Disrupters ETF 7.9 55 -15 1.4 -6.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.9 15 25 7.2 -0.4
GLOF iShares Global Equity Factor ETF 7.8 20 20 6.9 -0.6
TOLL Tema Monopolies and Oligopolies ETF 7.8 75 -35 2.7 -4.9
SPDV AAM S&P 500 High Dividend Value ETF 7.7 29 11 10.3 +2.8
GNOM Global X Genomics & Biotechnology ETF 7.7 50 -10 -5.4 -13.0
IDNA iShares Genomics Immunology and Healthcare ETF 7.7 47 -7 -4.2 -11.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.7 20 20 5.4 -2.1
INNO Harbor Disruptive Innovation ETF 7.6 75 -35 -1.5 -9.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.6 15 25 4.6 -3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.6 70 -30 4.8 -2.8
AVUS Avantis U.S. Equity ETF 7.5 15 25 5.8 -1.8
QUAL iShares MSCI USA Quality Factor ETF 7.5 15 25 5.1 -2.5
NUMG Nuveen ESG Mid-Cap Growth ETF 7.4 31 9 3.8 -3.8
ARKG ARK Genomic Revolution ETF 7.4 75 -35 -6.8 -14.4
FEX First Trust Large Cap Core AlphaDEX Fund 7.4 59 -19 5.9 -1.7
VALQ American Century U.S. Quality Value ETF 7.4 29 11 7.5 -0.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 7.4 40 0 4.0 -3.5
DFNV Donoghue Forlines Innovation ETF 7.4 69 -29 4.6 -3.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 7.3 52 -12 5.5 -2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 7.3 18 22 4.2 -3.4
IMCV iShares Morningstar Mid-Cap Value ETF 7.2 6 34 8.2 +0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.1 65 -25 5.1 -2.4
FVD First Trust Value Line Dividend Index Fund 7.1 65 -25 6.3 -1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.1 60 -20 4.0 -3.6
ACWI iShares MSCI ACWI ETF 7.1 32 8 5.3 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.1 20 20 5.1 -2.5
SMOT VanEck Morningstar SMID Moat ETF 7.1 49 -9 6.3 -1.3
COWZ Pacer US Cash Cows 100 ETF 7.1 49 -9 11.5 +3.9
DGT SPDR Global Dow ETF 7.0 50 -10 6.5 -1.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 7.0 25 15 11.6 +4.0
RAYD Rayliant Quantitative Developed Market Equity ETF 7.0 80 -40 4.3 -3.3
JSTC Adasina Social Justice All Cap Global ETF 7.0 89 -49 4.9 -2.7
IWR iShares Russell Midcap ETF 7.0 19 21 5.7 -1.9
PKW Invesco Buyback Achievers ETF 7.0 62 -22 7.2 -0.3
PTL Inspire 500 ETF 6.9 9 31 5.6 -1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 6.9 42 -2 5.0 -2.6
YLDE ClearBridge Dividend Strategy ESG ETF 6.9 60 -20 5.2 -2.3
VOE Vanguard Mid-Cap Value ETF 6.9 7 33 7.4 -0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.8 12 28 4.6 -3.0
SDY SPDR S&P Dividend ETF 6.8 35 5 6.2 -1.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.8 12 28 5.6 -2.0
XT iShares Exponential Technologies ETF 6.8 46 -6 4.5 -3.1
VFMF Vanguard U.S. Multifactor ETF 6.7 18 22 8.7 +1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.7 9 31 5.5 -2.1
SNPG Xtrackers S&P 500 Growth ESG ETF 6.7 15 25 4.5 -3.1
JGRO JPMorgan Active Growth ETF 6.7 44 -4 3.3 -4.3
PEXL Pacer US Export Leaders ETF 6.7 60 -20 5.1 -2.4
FFND Future Fund Active ETF 6.7 100 -60 -0.2 -7.8
DEW WisdomTree Global High Dividend Fund 6.6 58 -18 8.8 +1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.6 38 2 6.8 -0.7
VT Vanguard Total World Stock ETF 6.6 7 33 5.6 -2.0
IWS iShares Russell Mid-Cap Value ETF 6.6 23 17 6.5 -1.0
FBCG Fidelity Blue Chip Growth ETF 6.5 59 -19 2.6 -5.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.5 65 -25 3.6 -4.0
KRUZ Unusual Whales Subversive Republican Trading ETF 6.5 75 -35 5.5 -2.0
SHRY First Trust Bloomberg Shareholder Yield ETF 6.5 60 -20 6.9 -0.6
GDIV Harbor Dividend Growth Leaders ETF 6.5 50 -10 5.6 -2.0
DUSA Davis Select U.S. Equity ETF 6.5 61 -21 7.1 -0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.5 40 0 7.6 -0.0
SCHD Schwab US Dividend Equity ETF 6.5 6 34 9.6 +2.0
EDOW First Trust Dow 30 Equal Weight ETF 6.5 50 -10 5.9 -1.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.5 7 33 8.4 +0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 6.5 16 24 5.8 -1.8
TTAC FCF US Quality ETF 6.5 59 -19 6.2 -1.4
JOET Virtus Terranova US Quality Momentum ETF 6.5 29 11 5.0 -2.5
ONEO SPDR Russell 1000 Momentum Focus ETF 6.5 20 20 7.2 -0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 6.4 45 -5 9.5 +1.9
DTEC ALPS Disruptive Technologies ETF 6.4 50 -10 3.1 -4.5
DIVZ TrueShares Low Volatility Equity Income ETF 6.4 65 -25 8.5 +0.9
KONG Formidable Fortress ETF 6.4 89 -49 5.8 -1.8
GGRW Gabelli Growth Innovators ETF 6.4 90 -50 2.4 -5.2
SAGP Strategas Global Policy Opportunities ETF 6.4 65 -25 5.3 -2.3
JGLO JPMorgan Global Select Equity ETF 6.4 33 7 4.3 -3.3
GCOW Pacer Global Cash Cows Dividend ETF 6.3 60 -20 12.2 +4.6
PAWZ ProShares Pet Care ETF 6.3 50 -10 3.5 -4.1
IOO iShares Global 100 ETF 6.3 41 -1 4.6 -3.0
CWS AdvisorShares Focused Equity ETF 6.3 84 -44 4.9 -2.7
VOOG Vanguard S&P 500 Growth ETF 6.3 10 30 4.4 -3.2
VUG Vanguard Growth ETF 6.2 4 36 4.0 -3.6
IWF iShares Russell 1000 Growth ETF 6.2 19 21 4.5 -3.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.1 75 -35 7.4 -0.2
RTH VanEck Retail ETF 6.1 35 5 6.2 -1.4
BGIG Bahl & Gaynor Income Growth ETF 6.0 45 -5 5.1 -2.4
SDG iShares MSCI Global Sustainable Development Goals ETF 6.0 49 -9 5.5 -2.1
ILCG iShares Morningstar Growth ETF 6.0 4 36 3.8 -3.7
IVW iShares S&P 500 Growth ETF 6.0 18 22 4.3 -3.3
SPYG SPDR Portfolio S&P 500 Growth ETF 6.0 4 36 4.4 -3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.9 24 16 7.8 +0.2
ONEY SPDR Russell 1000 Yield Focus ETF 5.9 20 20 10.0 +2.5
FELG Fidelity Enhanced Large Cap Growth ETF 5.9 18 22 4.6 -3.0
TMDV ProShares Russell US Dividend Growers ETF 5.9 35 5 6.7 -0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.9 15 25 7.0 -0.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.9 52 -12 6.9 -0.6
IWY iShares Russell Top 200 Growth ETF 5.8 20 20 4.7 -2.9
SPYD SPDR Portfolio S&P 500 High Dividend ETF 5.7 7 33 9.0 +1.4
QDF FlexShares Quality Dividend Index Fund 5.7 37 3 4.4 -3.1
VFVA Vanguard U.S. Value Factor ETF 5.7 13 27 10.7 +3.1
DIVL Madison Dividend Value ETF 5.7 65 -25 5.7 -1.9
JHMM John Hancock Multifactor Mid Cap ETF 5.7 42 -2 6.5 -1.1
DWLD Davis Select Worldwide ETF 5.6 63 -23 6.7 -0.9
KLDW Knowledge Leaders Developed World ETF 5.6 75 -35 4.8 -2.8
SPMO Invesco S&P 500 Momentum ETF 5.6 13 27 3.6 -3.9
IUSG iShares Core S&P U.S. Growth ETF 5.6 4 36 4.5 -3.1
QGRW WisdomTree U.S. Quality Growth Fund 5.5 28 12 4.5 -3.1
KOMP SPDR S&P Kensho New Economies Composite ETF 5.5 20 20 1.1 -6.4
LCLG Logan Capital Broad Innovative Growth ETF 5.5 99 -59 4.6 -3.0
QQQ Invesco QQQ Trust Series I 5.5 20 20 4.3 -3.2
QQQM Invesco NASDAQ 100 ETF 5.5 15 25 4.4 -3.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.4 60 -20 4.3 -3.2
DEMZ Democratic Large Cap Core ETF 5.4 45 -5 4.1 -3.5
SPHQ Invesco S&P 500 Quality ETF 5.4 15 25 5.6 -2.0
EQAL Invesco Russell 1000 Equal Weight ETF 5.3 20 20 5.8 -1.8
MGK Vanguard Mega Cap Growth ETF 5.3 7 33 4.0 -3.6
CVAR Cultivar ETF 5.3 87 -47 7.3 -0.2
NTZG Nuveen Global Net Zero Transition ETF 5.2 56 -16 4.6 -3.0
INEQ Columbia International Equity Income ETF 5.2 45 -5 6.3 -1.3
FMDE Fidelity Enhanced Mid Cap ETF 5.2 23 17 6.3 -1.3
GVLU Gotham 1000 Value ETF 5.2 50 -10 7.7 +0.1
QQMG Invesco ESG NASDAQ 100 ETF 5.2 20 20 4.5 -3.1
KOCG FIS Knights of Columbus Global Belief ETF 5.2 75 -35 5.2 -2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.1 30 10 8.1 +0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.0 30 10 4.6 -3.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 5.0 106 -66 3.6 -4.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.0 60 -20 10.6 +3.1
MTUM iShares MSCI USA Momentum Factor ETF 4.9 15 25 3.7 -3.9
SAMT Strategas Macro Thematic Opportunities ETF 4.9 65 -25 4.5 -3.1
DHS WisdomTree U.S. High Dividend Fund 4.9 38 2 8.4 +0.9
FTGS First Trust Growth Strength ETF 4.8 60 -20 5.6 -2.0
DIVS SmartETFs Dividend Builder ETF 4.8 65 -25 5.0 -2.6
HDV iShares Core High Dividend ETF 4.8 8 32 8.4 +0.8
NANC Unusual Whales Subversive Democratic Trading ETF 4.8 75 -35 3.7 -3.9
VNSE Natixis Vaughan Nelson Select ETF 4.8 80 -40 3.2 -4.4
FTC First Trust Large Cap Growth AlphaDEX Fund 4.8 59 -19 2.7 -4.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.8 75 -35 3.2 -4.4
YALL God Bless America ETF 4.7 65 -25 3.8 -3.8
PY Principal Value ETF 4.7 15 25 7.4 -0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.7 27 13 7.7 +0.2
AHOY Newday Ocean Health ETF 4.7 75 -35 5.5 -2.1
CSMD Congress SMid Growth ETF 4.7 69 -29 4.0 -3.6
QVAL Alpha Architect US Quantitative Value ETF 4.7 39 1 11.5 +4.0
FIW First Trust Water ETF 4.7 53 -13 4.6 -3.0
EQRR ProShares Equities for Rising Rates ETF 4.7 35 5 8.2 +0.6
IYK iShares U.S. Consumer Staples ETF 4.7 40 0 6.7 -0.9
AIEQ AI Powered Equity ETF 4.7 75 -35 3.1 -4.5
TMFM Motley Fool Mid-Cap Growth ETF 4.6 85 -45 3.2 -4.4
VFMO Vanguard U.S. Momentum Factor ETF 4.6 13 27 2.3 -5.3
FDVV Fidelity High Dividend ETF 4.6 15 25 8.9 +1.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 4.5 85 -45 3.6 -3.9
BFOR ALPS Barron's 400 ETF 4.5 65 -25 6.5 -1.1
SPHB Invesco S&P 500 High Beta ETF 4.4 25 15 3.8 -3.8
CNCR Range Cancer Therapeutics ETF 4.4 79 -39 0.0 -7.6
FAB First Trust Multi Cap Value AlphaDEX Fund 4.3 67 -27 9.5 +1.9
IQM Franklin Intelligent Machines ETF 4.3 50 -10 3.1 -4.5
FLDZ RiverNorth Patriot ETF 4.3 75 -35 5.7 -1.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.2 60 -20 6.9 -0.7
ETHO Etho Climate Leadership U.S. ETF 4.0 47 -7 3.6 -4.0
VEGN US Vegan Climate ETF 4.0 60 -20 4.6 -3.0
QGRO American Century U.S. Quality Growth ETF 3.9 29 11 4.6 -2.9
BLES Inspire Global Hope ETF 3.8 61 -21 6.3 -1.3
MAGA Point Bridge America First ETF 3.7 72 -32 6.4 -1.1
BTHM BlackRock Future U.S. Themes ETF 3.6 60 -20 4.0 -3.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.6 79 -39 5.7 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 9 7.1 -0.4
MOTG VanEck Morningstar Global Wide Moat ETF 3.6 52 -12 5.7 -1.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.5 15 25 6.2 -1.4
WCEO Hypatia Women CEO ETF 3.5 85 -45 4.9 -2.7
DVY iShares Select Dividend ETF 3.4 38 2 8.8 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.4 29 11 9.4 +1.9
AVLV Avantis U.S. Large Cap Value ETF 3.3 15 25 7.4 -0.2
BOUT Innovator IBD Breakout Opportunities ETF 3.3 81 -41 2.8 -4.7
QDIV Global X S&P 500 Quality Dividend ETF 3.3 20 20 8.0 +0.4
FDG American Century Focused Dynamic Growth ETF 3.3 45 -5 2.5 -5.1
ONEQ Fidelity Nasdaq Composite Index ETF 3.3 21 19 3.7 -3.9
DIP BTD Capital Fund 3.3 129 -89 6.2 -1.4
DIV Global X SuperDividend US ETF 3.3 45 -5 8.1 +0.5
DIVY Sound Equity Dividend Income ETF 3.3 45 -5 10.9 +3.4
FDIV MarketDesk Focused U.S. Dividend ETF 3.3 35 5 4.7 -2.9
ACSI American Customer Satisfaction ETF 3.3 65 -25 4.3 -3.3
MDCP VictoryShares THB Mid Cap ESG ETF 3.2 55 -15 5.8 -1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 3.2 45 -5 5.0 -2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 3.2 52 -12 9.8 +2.3
GDVD R3 Global Dividend Growth ETF 3.2 88 -48 5.5 -2.1
FPX First Trust US Equity Opportunities ETF 3.2 61 -21 1.6 -6.0
FXG First Trust Consumer Staples AlphaDEX Fund 3.1 63 -23 6.7 -0.8
ABEQ Absolute Select Value ETF 3.1 85 -45 4.6 -3.0
AGQI First Trust Active Global Quality Income ETF 3.1 85 -45 5.2 -2.4
RUFF Alpha Dog ETF 3.1 94 -54 4.4 -3.2
PWB Invesco Large Cap Growth ETF 3.1 56 -16 3.2 -4.4
BTEC Principal Healthcare Innovators ETF 3.0 42 -2 -3.4 -11.0
GURU Global X Guru Index ETF 3.0 75 -35 1.7 -5.8
PDP Invesco Dorsey Wright Momentum ETF 2.9 62 -22 3.4 -4.2
TMFG Motley Fool Global Opportunities ETF 2.9 85 -45 3.3 -4.3
ICAP InfraCap Equity Income Fund ETF 2.8 171 -131 6.6 -1.0
SPGP Invesco S&P 500 GARP ETF 2.8 34 6 8.1 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.7 64 -24 2.1 -5.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 36 6.0 -1.6
HAPY Harbor Human Capital Factor Unconstrained ETF 2.7 50 -10 4.8 -2.8
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 0 40 11.4 +3.9
GK AdvisorShares Gerber Kawasaki ETF 2.5 75 -35 3.2 -4.4
TMFX Motley Fool Next Index ETF 2.5 50 -10 3.0 -4.6
SURE AdvisorShares Insiders Advantage ETF 2.3 90 -50 10.0 +2.4
BUZZ VanEck Social Sentiment ETF 2.3 75 -35 0.1 -7.4
SQEW LeaderShares Equity Skew ETF 2.2 81 -41 3.8 -3.8
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 36 6.3 -1.3
CVY Invesco Zacks Multi-Asset Income ETF 2.1 106 -66 11.5 +4.0
RPG Invesco S&P 500 Pure Growth ETF 2.0 35 5 3.3 -4.3
SYLD Cambria Shareholder Yield ETF 2.0 59 -19 11.4 +3.8
FSMD Fidelity Small-Mid Multifactor ETF 1.9 15 25 7.4 -0.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -25 1.2 -6.4
SFYF SoFi Social 50 ETF 1.8 29 11 -3.2 -10.7
ROBO ROBO Global Robotics & Automation Index ETF 1.7 95 -55 3.1 -4.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.7 75 -35 2.2 -5.4
IBOT Vaneck Robotics ETF 1.7 47 -7 3.4 -4.2
BOTZ Global X Robotics & Artificial Intelligence ETF 1.7 69 -29 2.3 -5.3
IGPT Invesco AI and Next Gen Software ETF 1.7 60 -20 3.7 -3.8
LOUP Innovator Deepwater Frontier Tech ETF 1.7 70 -30 1.7 -5.9
FBOT Fidelity Disruptive Automation ETF 1.7 50 -10 3.4 -4.1
CBSE Clough Select Equity ETF 1.7 85 -45 -1.4 -9.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.7 69 -29 -0.1 -7.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 1 3.7 -3.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.7 48 -8 5.2 -2.3
MOO VanEck Agribusiness ETF 1.7 53 -13 9.8 +2.2
ARB AltShares Merger Arbitrage ETF 1.7 77 -37 3.2 -4.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.6 39 1 8.9 +1.3
FTDS First Trust Dividend Strength ETF 1.6 70 -30 9.0 +1.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -20 6.1 -1.5
EVX VanEck Environmental Services ETF 1.6 55 -15 3.5 -4.1
CSD Invesco S&P Spin-Off ETF 1.6 65 -25 9.4 +1.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.6 25 15 7.7 +0.1
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.2 -2.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.6 60 -20 4.5 -3.1
RDVY First Trust Rising Dividend Achievers ETF 1.6 50 -10 9.5 +2.0
SNSR Global X Internet of Things ETF 1.6 68 -28 3.9 -3.6
TINT ProShares Smart Materials ETF 1.6 58 -18 5.4 -2.2
IBRN iShares Neuroscience and Healthcare ETF 1.6 47 -7 -4.8 -12.3
TINY ProShares Nanotechnology ETF 1.6 58 -18 1.2 -6.4
PHO Invesco Water Resources ETF 1.6 60 -20 4.4 -3.2
PIO Invesco Global Water ETF 1.6 75 -35 5.7 -1.8
IVEG iShares Emergent Food and AgTech Multisector ETF 1.6 47 -7 8.4 +0.8
WBIY WBI Power Factor High Dividend ETF 1.6 100 -60 10.7 +3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 10 6.8 -0.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.5 85 -45 4.5 -3.1
RSHO Tema American Reshoring ETF 1.5 75 -35 3.7 -3.9
VBR Vanguard Small Cap Value ETF 1.5 7 33 8.0 +0.5
VB Vanguard Small-Cap ETF 1.5 5 35 5.3 -2.3
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -45 1.8 -5.8
VBK Vanguard Small-Cap Growth ETF 1.4 7 33 1.4 -6.2
PRNT 3D Printing ETF 1.4 66 -26 -1.2 -8.8
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 2 8.4 +0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.9 -4.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.3 47 -7 5.6 -1.9
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -32 6.5 -1.1
AFMC First Trust Active Factor Mid Cap ETF 1.3 65 -25 7.3 -0.2
XDAT Franklin Exponential Data ETF 1.3 50 -10 2.9 -4.7
SFYX SoFi Next 500 ETF 1.3 0 40 5.1 -2.5
BLLD JPMorgan Sustainable Infrastructure ETF 1.3 49 -9 5.6 -2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -25 8.0 +0.5
SMMD iShares Russell 2500 ETF 1.3 15 25 5.9 -1.7
VAMO Cambria Value & Momentum ETF 1.3 61 -21 9.6 +2.0
EZM WisdomTree U.S. MidCap Fund 1.2 38 2 8.0 +0.4
WDIV SPDR S&P Global Dividend ETF 1.2 40 0 9.7 +2.1
ARKK ARK Innovation ETF 1.2 75 -35 -4.2 -11.8
ECML Euclidean Fundamental Value ETF 1.1 95 -55 13.5 +5.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -30 2.2 -5.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 7.0 -0.6
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -15 11.6 +4.1
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 108 -68 4.1 -3.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -20 6.9 -0.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 -7 1.8 -5.8
TPHD Timothy Plan High Dividend Stock ETF 1.0 52 -12 6.3 -1.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 54 -14 6.3 -1.3
BNE Blue Horizon BNE ETF 0.9 87 -47 4.9 -2.7
MVPS Amplify Thematic All-Stars ETF 0.9 49 -9 2.8 -4.8
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 -20 7.1 -0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -30 10.8 +3.2
ACTV LeaderShares Activist Leaders ETF 0.8 75 -35 6.7 -0.9
IYJ iShares U.S. Industrials ETF 0.8 40 0 5.0 -2.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 6.5 -1.1
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 8.3 +0.7
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 34 7.9 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 34 2.5 -5.1
AOTG AOT Growth and Innovation ETF 0.6 75 -35 3.2 -4.4
ISCB iShares Morningstar Small-Cap ETF 0.6 4 36 5.2 -2.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 1.6 -6.0
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -28 3.7 -3.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 33 5.6 -2.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.5 39 1 7.1 -0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 4.5 -3.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 8.9 +1.3
IEDI iShares U.S. Consumer Focused ETF 0.2 18 22 5.0 -2.6
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 4.4 -3.2
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -10 4.7 -2.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 15 9.0 +1.5
TEQI T. Rowe Price Equity Income ETF 0.1 54 -14 4.0 -3.6
DFAS Dimensional U.S. Small Cap ETF 0.1 26 14 5.9 -1.7
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -12 3.7 -3.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -17 3.2 -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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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:

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.5 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.61 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.