Invesco S&P 500 Equal Weight Health Care ETF
ALTAR
Score™		 8.2% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 17.1x 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) $705
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 2.2 %
HUMANA INC 2.0 %
INCYTE CORP 2.0 %
IQVIA HOLDINGS INC 2.0 %
RESMED INC 2.0 %
BECTON DICKINSON AND CO 1.9 %
JOHNSON & JOHNSON 1.9 %
THERMO FISHER SCIENTIFIC INC 1.9 %
GILEAD SCIENCES INC 1.9 %
REGENERON PHARMACEUTICALS 1.9 %
Total 19.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.0 %
IRELAND 3.4 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 29)
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 $29.28
30d moving avg. $28.85
Annualized volatility 16.3%
Short interest (ETF) 1.6%
Short interest (Underlying) 1.7%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 68
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $17,550

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 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™: 8.2%


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 55.6 8 32 7.7 -0.5
FXH First Trust Health Care AlphaDEX Fund 54.3 62 -22 8.5 +0.3
VHT Vanguard Health Care ETF 52.4 9 31 6.1 -2.1
FHLC Fidelity MSCI Health Care Index ETF 50.9 8 32 6.4 -1.8
IYH iShares U.S. Healthcare ETF 50.0 40 0 7.0 -1.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 48.2 60 -20 7.4 -0.8
IXJ iShares Global Healthcare ETF 47.5 42 -2 7.3 -0.9
MDEV First Trust Indxx Medical Devices ETF 41.0 70 -30 4.5 -3.7
BMED Future Health ETF 33.8 85 -45 0.5 -7.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 33.5 68 -28 2.4 -5.8
XHE SPDR S&P Health Care Equipment ETF 31.3 35 5 3.6 -4.6
HKND Humankind US Stock ETF 31.0 11 29 7.1 -1.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 31.0 75 -35 1.3 -6.9
PINK Simplify Health Care ETF 29.0 50 -10 1.0 -7.2
IHI iShares U.S. Medical Devices ETF 28.3 40 0 4.0 -4.3
AGNG Global X Aging Population ETF 26.0 50 -10 4.8 -3.4
XHS SPDR S&P Health Care Services ETF 25.1 35 5 3.1 -5.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 24.1 60 -20 10.5 +2.3
FMED Fidelity Disruptive Medicine ETF 21.2 50 -10 -1.1 -9.3
PJP Invesco Pharmaceuticals ETF 20.9 57 -17 7.8 -0.5
LRND IQ U.S. Large Cap R&D Leaders ETF 20.1 14 26 5.5 -2.7
GDOC Goldman Sachs Future Health Care Equity ETF 20.1 75 -35 2.8 -5.4
WDNA WisdomTree BioRevolution Fund 20.0 45 -5 -1.4 -9.6
SNPV Xtrackers S&P 500 Value ESG ETF 19.5 15 25 6.8 -1.4
VFLO VictoryShares Free Cash Flow ETF 19.4 39 1 10.3 +2.1
RAFE PIMCO RAFI ESG U.S. ETF 19.3 29 11 7.1 -1.1
AVIE Avantis  Inflation Focused Equity ETF 19.2 25 15 7.3 -0.9
MODL VictoryShares WestEnd U.S. Sector ETF 18.7 42 -2 4.6 -3.6
IBB iShares Biotechnology ETF 18.3 45 -5 0.5 -7.7
COWZ Pacer US Cash Cows 100 ETF 17.8 49 -9 9.3 +1.1
MOTE VanEck Morningstar ESG Moat ETF 17.8 49 -9 6.1 -2.1
IHF iShares U.S. Healthcare Providers ETF 17.8 40 0 8.5 +0.3
HART IQ Healthy Hearts ETF 17.7 45 -5 6.6 -1.6
DSTL Distillate US Fundamental Stability & Value ETF 17.6 39 1 8.2 +0.0
BBH VanEck Biotech ETF 17.4 35 5 5.7 -2.6
HELX Franklin Genomic Advancements ETF 16.5 50 -10 -0.2 -8.4
RWL Invesco S&P 500 Revenue ETF 16.4 39 1 6.9 -1.3
ANEW ProShares MSCI Transformational Changes ETF 16.4 45 -5 6.2 -2.0
SMRI Bushido Capital US Equity ETF 16.4 71 -31 9.5 +1.3
MGV Vanguard Mega Cap Value ETF 16.3 7 33 6.6 -1.6
MEDX Horizon Kinetics Medical ETF 16.1 85 -45 1.9 -6.3
PPH VanEck Pharmaceutical ETF 15.8 36 4 8.7 +0.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 15.7 60 -20 4.6 -3.6
QLTY GMO U.S. Quality ETF 15.7 50 -10 4.8 -3.4
MVAL VanEck Morningstar Wide Moat Value ETF 15.7 49 -9 6.6 -1.6
IPDP Dividend Performers ETF 15.6 122 -82 5.1 -3.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 15.5 10 30 5.2 -3.0
NULV Nuveen ESG Large-Cap Value ETF 15.4 26 14 6.3 -1.9
FBT First Trust NYSE Arca Biotechnology Index Fund 15.4 56 -16 5.2 -3.1
PRXV Praxis Impact Large Cap Value ETF 15.4 36 4 6.5 -1.7
MOAT VanEck Morningstar Wide Moat ETF 15.4 46 -6 5.8 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 15.3 9 31 5.6 -2.6
MEDI Harbor Health Care ETF 15.2 80 -40 -1.4 -9.6
NUDV Nuveen ESG Dividend ETF 15.2 26 14 7.6 -0.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 15.1 60 -20 4.0 -4.2
RPV Invesco S&P 500 Pure Value ETF 15.0 35 5 10.4 +2.2
CGDV Capital Group Dividend Value ETF 15.0 33 7 4.6 -3.6
VTV Vanguard Value ETF 14.8 4 36 6.9 -1.3
EQWL Invesco S&P 100 Equal Weight ETF 14.6 25 15 6.3 -1.9
USRD Themes US R&D Champions ETF 14.4 29 11 4.6 -3.6
CRTC Xtrackers US National Critical Technologies ETF 14.3 35 5 4.9 -3.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.1 18 22 5.8 -2.4
HLGE Hartford Longevity Economy ETF 14.1 44 -4 -0.4 -8.6
SPMV Invesco S&P 500 Minimum Variance ETF 14.0 10 30 5.4 -2.8
XBI SPDR S&P BIOTECH ETF 14.0 35 5 -2.5 -10.7
FELV Fidelity Enhanced Large Cap Value ETF 13.9 18 22 6.7 -1.5
DGRO iShares Core Dividend Growth ETF 13.9 8 32 6.6 -1.7
USMV iShares MSCI USA Min Vol Factor ETF 13.8 15 25 5.8 -2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13.7 29 11 6.5 -1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 13.7 12 28 6.6 -1.7
VSLU Applied Finance Valuation Large Cap ETF 13.7 49 -9 5.6 -2.6
JAVA JPMorgan Active Value ETF 13.6 44 -4 6.4 -1.8
VOOV Vanguard S&P 500 Value ETF 13.6 7 33 6.3 -1.9
ZECP Zacks Earnings Consistent Portfolio ETF 13.5 55 -15 4.9 -3.3
IVE iShares S&P 500 Value ETF 13.5 18 22 6.2 -2.0
SPYV SPDR Portfolio S&P 500 Value ETF 13.5 4 36 6.3 -1.9
POWA Invesco Bloomberg Pricing Power ETF 13.5 40 0 5.3 -2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 13.4 35 5 5.9 -2.3
VALQ American Century U.S. Quality Value ETF 13.4 29 11 7.7 -0.5
DFLV Dimensional US Large Cap Value ETF 13.3 22 18 7.8 -0.5
KRMA Global X Conscious Companies ETF 13.3 43 -3 5.9 -2.3
VFMV Vanguard U.S. Minimum Volatility ETF 13.3 13 27 5.7 -2.5
EVUS iShares ESG Aware MSCI USA Value ETF 13.3 18 22 6.5 -1.7
IWX iShares Russell Top 200 Value ETF 13.2 20 20 6.2 -2.0
FTA First Trust Large Cap Value AlphaDEX Fund 13.2 59 -19 8.9 +0.7
STXV Strive 1000 Value ETF 13.2 18 22 8.0 -0.2
ITAN Sparkline Intangible Value ETF 13.2 50 -10 6.7 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 13.1 15 25 5.4 -2.8
VIG Vanguard Dividend Appreciation ETF 13.1 5 35 5.6 -2.6
JEPI JPMorgan Equity Premium Income ETF 13.1 35 5 5.7 -2.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.9 15 25 6.6 -1.6
IUS Invesco RAFI Strategic US ETF 12.9 19 21 6.9 -1.3
SYNB Putnam BioRevolution ETF 12.9 70 -30 2.9 -5.3
SPXN ProShares S&P 500 Ex-Financials ETF 12.9 9 31 5.0 -3.2
QUS SPDR MSCI USA StrategicFactors ETF 12.9 15 25 5.7 -2.5
IUSV iShares Core S&P US Value ETF 12.8 4 36 6.4 -1.8
XMAG Defiance Large Cap ex-Mag 7 ETF 12.8 35 5 5.2 -3.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 12.7 29 11 6.7 -1.5
FUNL CornerCap Fundametrics Large-Cap ETF 12.6 50 -10 7.2 -1.0
WRND IQ Global Equity R&D Leaders ETF 12.6 18 22 8.5 +0.3
IBBQ Invesco Nasdaq Biotechnology ETF 12.5 19 21 0.4 -7.8
PFM Invesco Dividend Achievers ETF 12.4 53 -13 5.3 -2.9
GCOW Pacer Global Cash Cows Dividend ETF 12.3 60 -20 10.9 +2.7
LOWV AB US Low Volatility Equity ETF 12.3 48 -8 5.2 -3.0
MID American Century Mid Cap Growth Impact ETF 12.3 45 -5 3.2 -5.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.2 20 20 6.5 -1.7
SSPY Syntax Stratified LargeCap ETF 12.2 30 10 6.7 -1.5
BLCV iShares Large Cap Value Active ETF 12.2 53 -13 7.3 -0.9
TOLL Tema Monopolies and Oligopolies ETF 12.2 75 -35 5.2 -3.0
THNR Amplify Weight Loss Drug & Treatment ETF 12.1 59 -19 6.7 -1.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 12.1 65 -25 6.4 -1.8
DLN WisdomTree U.S. LargeCap Dividend Fund 12.1 28 12 6.0 -2.2
VYM Vanguard High Dividend Yield Index ETF 12.1 6 34 7.1 -1.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 12.0 65 -25 1.1 -7.1
LGCF Themes US Cash Flow Champions ETF 12.0 30 10 8.2 +0.0
ILCV iShares Morningstar Value ETF 12.0 4 36 6.5 -1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 11.9 19 21 5.4 -2.8
EPS WisdomTree U.S. LargeCap Fund 11.9 8 32 5.7 -2.5
CGUS Capital Group Core Equity ETF 11.9 33 7 4.4 -3.8
ROUS Hartford Multifactor US Equity ETF 11.9 19 21 7.1 -1.1
DFUV Dimensional US Marketwide Value ETF 11.9 22 18 7.5 -0.7
STXD Strive 1000 Dividend Growth ETF 11.8 35 5 4.9 -3.3
IHE iShares U.S. Pharmaceuticals ETF 11.8 40 0 8.6 +0.4
XPH SPDR S&P Pharmaceuticals ETF 11.8 35 5 6.1 -2.1
FLV American Century Focused Large Cap Value ETF 11.7 42 -2 6.5 -1.7
SPVU Invesco S&P 500 Enhanced Value ETF 11.6 13 27 10.0 +1.8
MNTL Tema Neuroscience and Mental Health ETF 11.5 75 -35 -1.0 -9.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.5 7 33 5.1 -3.1
CVAR Cultivar ETF 11.5 87 -47 6.8 -1.4
INCE Franklin Income Equity Focus ETF 11.5 29 11 5.6 -2.6
CANC Tema Oncology ETF 11.5 75 -35 -2.8 -11.0
GINN Goldman Sachs Innovate Equity ETF 11.4 52 -12 3.7 -4.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.4 45 -5 4.5 -3.7
DTD WisdomTree U.S. Total Dividend Fund 11.4 28 12 6.3 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 11.4 9 31 4.9 -3.4
REVS Columbia Research Enhanced Value ETF 11.3 19 21 7.6 -0.6
DVND Touchstone Dividend Select ETF 11.3 67 -27 5.6 -2.6
GNOM Global X Genomics & Biotechnology ETF 11.2 50 -10 -1.1 -9.3
RSP Invesco S&P 500 Equal Weight ETF 11.2 20 20 6.6 -1.6
BBP Virtus LifeSci Biotech Products ETF 11.2 79 -39 -2.2 -10.4
DFNV Donoghue Forlines Innovation ETF 11.2 69 -29 4.6 -3.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.2 19 21 6.4 -1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.2 20 20 5.1 -3.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.1 25 15 5.4 -2.8
DUHP Dimensional US High Profitability ETF 11.1 21 19 6.4 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 11.1 25 15 5.3 -2.9
HLAL Wahed FTSE USA Shariah ETF 11.1 50 -10 4.8 -3.4
FFND Future Fund Active ETF 11.1 100 -60 4.3 -3.9
OALC OneAscent Large Cap Core ETF 11.0 86 -46 4.2 -4.1
SCHV Schwab U.S. Large-Cap Value ETF 10.9 4 36 6.7 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.9 15 25 4.7 -3.5
DHS WisdomTree U.S. High Dividend Fund 10.9 38 2 8.0 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10.9 9 31 6.2 -2.1
DSPY Tema S&P 500 Historical Weight ETF 10.9 18 22 5.2 -3.0
HDV iShares Core High Dividend ETF 10.9 8 32 7.1 -1.1
SNPE Xtrackers S&P 500 ESG ETF 10.9 10 30 5.2 -3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.9 18 22 7.7 -0.5
LCF Touchstone US Large Cap Focused ETF 10.9 69 -29 4.3 -4.0
LRGC AB US Large Cap Strategic Equities ETF 10.8 48 -8 4.5 -3.7
RND First Trust Bloomberg R&D Leaders ETF 10.8 60 -20 3.7 -4.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.8 7 33 4.9 -3.3
IWD iShares Russell 1000 Value ETF 10.8 19 21 6.4 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 10.7 15 25 5.0 -3.3
BKLC BNY Mellon US Large Cap Core Equity ETF 10.7 0 40 5.0 -3.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.7 20 20 7.6 -0.6
VOTE TCW Transform 500 ETF 10.7 5 35 4.9 -3.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.7 32 8 5.0 -3.2
UDI USCF Dividend Income Fund 10.7 65 -25 8.1 -0.1
ULVM VictoryShares US Value Momentum ETF 10.7 20 20 7.3 -0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.7 2 38 5.0 -3.2
HDUS Hartford Disciplined US Equity ETF 10.7 19 21 5.8 -2.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.6 15 25 4.2 -4.0
TTAC FCF US Quality ETF 10.6 59 -19 6.3 -1.9
QLC FlexShares US Quality Large Cap Index Fund 10.6 25 15 5.4 -2.8
HEAL Global X HealthTech ETF 10.6 50 -10 -0.6 -8.8
ACVF American Conservative Values ETF 10.6 75 -35 4.4 -3.8
RUNN Running Oak Efficient Growth ETF 10.5 58 -18 4.9 -3.3
FVAL Fidelity Value Factor ETF 10.5 15 25 6.9 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 10.5 25 15 7.2 -1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 10.4 75 -35 5.4 -2.8
FDHT Fidelity Digital Health ETF 10.4 39 1 0.9 -7.3
WTV WisdomTree US Value Fund of Benef Interest 10.4 12 28 8.9 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 10.4 37 3 6.0 -2.2
JGLO JPMorgan Global Select Equity ETF 10.4 33 7 5.0 -3.2
BRIF FIS Bright Portfolios Focused Equity ETF 10.4 65 -25 5.0 -3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.4 75 -35 4.1 -4.1
JHML John Hancock Multifactor Large Cap ETF 10.4 29 11 5.4 -2.8
FDLO Fidelity Low Volatility Factor ETF 10.4 15 25 5.4 -2.8
FDRR Fidelity Dividend ETF for Rising Rates 10.4 15 25 7.1 -1.1
PRF Invesco FTSE RAFI US 1000 ETF 10.3 39 1 6.8 -1.4
VONV Vanguard Russell 1000 Value ETF 10.3 7 33 6.6 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.3 29 11 6.2 -2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.2 11 29 4.9 -3.3
ASLV Allspring Special Large Value ETF 10.2 35 5 6.5 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 10.1 56 -16 6.2 -2.1
FELC Fidelity Enhanced Large Cap Core ETF 10.1 18 22 5.2 -3.0
RECS Columbia Research Enhanced Core ETF 10.1 15 25 5.7 -2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 10.1 35 5 6.1 -2.1
JMOM JPMorgan U.S. Momentum Factor ETF 10.1 12 28 4.6 -3.6
DEUS Xtrackers Russell US Multifactor ETF 10.0 17 23 7.0 -1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 10.0 31 9 2.5 -5.7
CGGR Capital Group Growth ETF 10.0 39 1 3.2 -5.0
DFVX Dimensional US Large Cap Vector ETF 10.0 22 18 6.3 -1.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.0 35 5 4.3 -3.9
QDIV Global X S&P 500 Quality Dividend ETF 9.9 20 20 8.7 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.9 48 -8 6.1 -2.1
JVAL JPMorgan U.S. Value Factor ETF 9.9 12 28 8.2 -0.0
ACWV iShares MSCI Global Min Vol Factor ETF 9.9 20 20 6.2 -2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 9.9 8 32 5.0 -3.2
QUVU Hartford Quality Value ETF 9.9 46 -6 7.3 -0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 9.9 60 -20 9.5 +1.3
JQUA JPMorgan U.S. Quality Factor ETF 9.8 12 28 5.9 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.8 14 26 4.9 -3.3
FNDB Schwab Fundamental US Broad Market Index ETF 9.8 25 15 7.3 -0.9
CFA VictoryShares US 500 Volatility Wtd ETF 9.8 35 5 5.9 -2.3
USCF Themes US Cash Flow Champions ETF 9.7 29 11 8.7 +0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.7 40 0 5.9 -2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.7 15 25 9.0 +0.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 9.7 49 -9 9.4 +1.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 9.7 25 15 11.0 +2.8
HAPY Harbor Human Capital Factor Unconstrained ETF 9.6 50 -10 5.6 -2.6
DGRW WisdomTree US Quality Dividend Growth Fund 9.5 28 12 5.5 -2.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.5 50 -10 4.3 -3.9
PEXL Pacer US Export Leaders ETF 9.5 60 -20 4.7 -3.6
HAPI Harbor Human Capital Factor US Large Cap ETF 9.5 36 4 4.8 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.5 10 30 5.0 -3.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.4 50 -10 8.2 -0.0
GSPY Gotham Enhanced 500 ETF 9.4 50 -10 5.3 -2.9
SMOT VanEck Morningstar SMID Moat ETF 9.4 49 -9 6.5 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 9.4 9 31 6.1 -2.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 9.4 5 35 8.0 -0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.4 30 10 9.0 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 9.4 59 -19 5.9 -2.3
SIZE iShares MSCI USA Size Factor ETF 9.4 15 25 6.1 -2.1
NACP Impact Shares NAACP Minority Empowerment ETF 9.3 49 -9 4.9 -3.4
FQAL Fidelity Quality Factor ETF 9.3 15 25 5.7 -2.5
AGRW Allspring LT Large Growth ETF 9.3 35 5 3.6 -4.6
RFFC ALPS Active Equity Opportunity ETF 9.3 48 -8 4.5 -3.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.3 9 31 5.3 -3.0
AUSF Global X Adaptive U.S. Factor ETF 9.3 27 13 8.7 +0.5
VLU SPDR S&P 1500 Value Tilt ETF 9.2 12 28 7.5 -0.8
CHGX AXS Change Finance ESG ETF 9.2 49 -9 4.8 -3.4
DIVB iShares Core Dividend ETF 9.2 5 35 8.1 -0.1
FDWM Fidelity Women's Leadership ETF 9.2 59 -19 4.9 -3.3
SFY SoFi Select 500 ETF 9.1 0 40 4.5 -3.7
QGRO American Century U.S. Quality Growth ETF 9.1 29 11 3.6 -4.6
QLV FlexShares US Quality Low Volatility Index Fund 9.1 22 18 5.6 -2.6
SRHQ SRH U.S. Quality ETF 9.1 35 5 7.6 -0.6
NULC Nuveen ESG Large-Cap ETF 9.1 21 19 4.7 -3.5
VSDA VictoryShares Dividend Accelerator ETF 9.0 35 5 7.1 -1.1
USMF WisdomTree U.S. Multifactor Fund 9.0 28 12 7.0 -1.2
LRGE ClearBridge Large Cap Growth ESG ETF 9.0 59 -19 4.0 -4.2
QVML Invesco S&P 500 QVM Multi-factor ETF 9.0 11 29 5.2 -3.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.0 58 -18 4.3 -3.9
PSET Principal Quality ETF 9.0 15 25 5.4 -2.8
SUSA iShares MSCI USA ESG Select ETF 8.9 25 15 4.8 -3.4
DUSA Davis Select U.S. Equity ETF 8.9 61 -21 7.4 -0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 8.9 20 20 4.7 -3.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.8 60 -20 -2.6 -10.8
AVSU Avantis Responsible U.S. Equity ETF 8.8 15 25 6.0 -2.2
MGC Vanguard Mega Cap ETF 8.8 7 33 4.7 -3.5
DFSU Dimensional US Sustainability Core 1 ETF 8.8 18 22 5.4 -2.8
KLMN Invesco MSCI North America Climate ETF 8.8 9 31 5.0 -3.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.8 10 30 4.4 -3.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 8.8 49 -9 5.9 -2.3
FBCV Fidelity Blue Chip Value ETF 8.8 59 -19 7.4 -0.8
BKWO BNY Mellon Women's Opportunities ETF 8.7 50 -10 3.7 -4.6
QWLD SPDR MSCI World StrategicFactors ETF 8.7 30 10 6.0 -2.2
DIVL Madison Dividend Value ETF 8.7 65 -25 5.8 -2.4
SDOG ALPS Sector Dividend Dogs ETF 8.7 36 4 9.4 +1.2
CWS AdvisorShares Focused Equity ETF 8.7 84 -44 5.2 -3.0
DIVG Invesco S&P 500 High Dividend Growers ETF 8.7 39 1 8.4 +0.2
VOO Vanguard S&P 500 ETF 8.7 3 37 5.0 -3.2
CATH Global X S&P 500 Catholic Values Custom ETF 8.7 29 11 4.7 -3.5
IVV iShares Core S&P 500 ETF 8.7 3 37 5.0 -3.2
AIEQ AI Powered Equity ETF 8.7 75 -35 3.8 -4.4
SPY SPDR S&P 500 ETF Trust 8.7 9 31 5.0 -3.3
SPDV AAM S&P 500 High Dividend Value ETF 8.7 29 11 10.5 +2.3
SPLG SPDR Portfolio S&P 500 ETF 8.7 2 38 5.0 -3.2
XVV iShares ESG Screened S&P 500 ETF 8.7 8 32 4.8 -3.4
IWL iShares Russell Top 200 ETF 8.6 15 25 4.7 -3.5
ESGU iShares ESG Aware MSCI USA ETF 8.6 15 25 4.8 -3.4
SHE SPDR MSCI USA Gender Diversity ETF 8.6 20 20 5.1 -3.1
STRV Strive 500 ETF 8.6 5 35 4.9 -3.3
OZEM Roundhill GLP-1 & Weight Loss ETF 8.6 59 -19 0.5 -7.7
SAGP Strategas Global Policy Opportunities ETF 8.6 65 -25 5.4 -2.8
FSST Fidelity Sustainable U.S. Equity ETF 8.6 59 -19 4.4 -3.8
JPEF JPMorgan Equity Focus ETF 8.6 50 -10 4.3 -3.9
ESGV Vanguard ESG U.S. Stock ETF 8.6 9 31 4.8 -3.4
ABFL Abacus FCF Leaders ETF 8.5 59 -19 5.3 -2.9
VV Vanguard Large-Cap ETF 8.5 4 36 4.9 -3.3
GVLU Gotham 1000 Value ETF 8.5 50 -10 8.9 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.5 52 -12 5.6 -2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.5 58 -18 5.5 -2.7
EMOT First Trust S&P 500 Economic Moat ETF 8.5 60 -20 8.1 -0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.5 70 -30 4.8 -3.5
PBUS Invesco MSCI USA ETF 8.5 4 36 4.9 -3.3
FFLC Fidelity Fundamental Large Cap Core ETF 8.5 38 2 4.6 -3.6
TOV JLens 500 Jewish Advocacy U.S. ETF 8.5 18 22 4.7 -3.5
SUSL iShares ESG MSCI USA Leaders ETF 8.4 10 30 5.0 -3.2
LRGF iShares U.S. Equity Factor ETF 8.4 8 32 5.5 -2.7
GQI Natixis Gateway Quality Income ETF 8.4 34 6 5.1 -3.1
SWP SWP Growth & Income ETF 8.4 99 -59 4.1 -4.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.4 25 15 5.7 -2.5
THRO iShares U.S. Thematic Rotation Active ETF 8.4 90 -50 4.0 -4.2
ILCB iShares Morningstar U.S. Equity ETF 8.3 3 37 4.9 -3.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.3 49 -9 3.9 -4.3
NUMV Nuveen ESG Mid-Cap Value ETF 8.3 31 9 7.0 -1.2
FLRG Fidelity U.S. Multifactor ETF 8.3 15 25 7.0 -1.2
QDF FlexShares Quality Dividend Index Fund 8.2 37 3 6.3 -2.0
KOKU Xtrackers MSCI Kokusai Equity ETF 8.2 9 31 5.3 -2.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.2 10 30 4.4 -3.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.2 15 25 5.8 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.2 25 15 5.9 -2.3
VOT Vanguard Mid-Cap Growth ETF 8.2 7 33 3.6 -4.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 8.2 25 15 5.4 -2.8
BDIV AAM Brentview Dividend Growth ETF 8.1 49 -9 4.6 -3.6
ADME Aptus Drawdown Managed Equity ETF 8.1 79 -39 4.1 -4.1
BGIG Bahl & Gaynor Income Growth ETF 8.1 45 -5 5.3 -3.0
CGGO Capital Group Global Growth Equity ETF 8.1 47 -7 4.8 -3.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.1 3 37 5.2 -3.0
SCHX Schwab U.S. Large-Cap ETF 8.1 3 37 5.0 -3.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.1 80 -40 6.7 -1.5
OEF iShares S&P 100 ETF 8.0 20 20 4.6 -3.6
VLUE iShares MSCI USA Value Factor ETF 8.0 15 25 9.6 +1.4
IWB iShares Russell 1000 ETF 8.0 15 25 4.9 -3.3
VONE Vanguard Russell 1000 ETF 8.0 7 33 5.0 -3.2
SHRY First Trust Bloomberg Shareholder Yield ETF 8.0 60 -20 8.0 -0.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.0 49 -9 4.5 -3.7
IYY iShares Dow Jones U.S. ETF 8.0 20 20 4.8 -3.4
DWLD Davis Select Worldwide ETF 7.9 63 -23 7.3 -0.9
CGDG Capital Group Dividend Growers ETF 7.9 47 -7 6.3 -1.9
SCHK Schwab 1000 Index ETF 7.9 5 35 5.0 -3.2
DFUS Dimensional U.S. Equity ETF 7.9 9 31 4.9 -3.3
PWV Invesco Large Cap Value ETF 7.8 55 -15 7.0 -1.2
RVRB Reverb ETF 7.8 30 10 4.6 -3.6
APUE ActivePassive U.S. Equity ETF 7.8 45 -5 4.7 -3.5
VTI Vanguard Total Stock Market ETF 7.8 3 37 4.9 -3.3
FTDS First Trust Dividend Strength ETF 7.8 70 -30 7.6 -0.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 7.7 7 33 9.8 +1.6
IWV iShares Russell 3000 ETF 7.7 20 20 4.8 -3.4
VTHR Vanguard Russell 3000 ETF 7.7 7 33 4.9 -3.3
FEGE First Eagle Global Equity ETF 7.7 79 -39 7.0 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.7 3 37 4.9 -3.3
ROE Astoria US Quality Kings ETF 7.6 49 -9 6.6 -1.6
PRAY FIS Christian Stock Fund 7.6 69 -29 5.2 -3.0
BLCR iShares Large Cap Core Active ETF 7.6 36 4 3.7 -4.5
SCHB Schwab U.S. Broad Market ETF 7.6 3 37 5.1 -3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.6 29 11 4.5 -3.7
VFVA Vanguard U.S. Value Factor ETF 7.5 13 27 10.8 +2.6
YLDE ClearBridge Dividend Strategy ESG ETF 7.5 60 -20 5.7 -2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 7.5 42 -2 5.5 -2.7
AFLG First Trust Active Factor Large Cap ETF 7.4 55 -15 6.4 -1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 7.4 80 -40 4.5 -3.7
SDY SPDR S&P Dividend ETF 7.4 35 5 6.6 -1.6
SGLC SGI U.S. Large Cap Core ETF 7.3 85 -45 4.0 -4.2
DFAU Dimensional US Core Equity Market ETF 7.3 12 28 5.1 -3.1
TBG TBG Dividend Focus ETF 7.3 59 -19 7.9 -0.3
LVOL American Century Low Volatility ETF 7.3 29 11 4.9 -3.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.3 49 -9 4.8 -3.5
MDLV Morgan Dempsey Large Cap Value ETF 7.2 58 -18 7.4 -0.8
IDNA iShares Genomics Immunology and Healthcare ETF 7.2 47 -7 -2.2 -10.4
CCMG CCM Global Equity ETF 7.2 34 6 8.5 +0.3
PAWZ ProShares Pet Care ETF 7.2 50 -10 3.8 -4.4
DSI iShares MSCI KLD 400 Social ETF 7.2 25 15 4.9 -3.3
VO Vanguard Mid-Cap ETF 7.2 4 36 5.8 -2.4
LST Leuthold Select Industries ETF 7.2 91 -51 5.1 -3.1
BIBL Inspire 100 ETF 7.1 35 5 5.2 -3.0
FTCS First Trust Capital Strength ETF 7.1 55 -15 5.8 -2.4
TMDV ProShares Russell US Dividend Growers ETF 7.1 35 5 6.5 -1.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.1 40 0 5.5 -2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.1 12 28 4.6 -3.6
AVUS Avantis U.S. Equity ETF 7.0 15 25 5.8 -2.4
AVMC Avantis U.S. Mid Cap Equity ETF 7.0 18 22 6.9 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.0 65 -25 3.6 -4.6
PBE Invesco Biotechnology & Genome ETF 7.0 58 -18 1.2 -7.0
ABOT Abacus FCF Innovation Leaders ETF 7.0 69 -29 4.7 -3.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 7.0 30 10 8.3 +0.1
QUAL iShares MSCI USA Quality Factor ETF 7.0 15 25 5.5 -2.7
VUSE Vident U.S. Equity Strategy ETF 7.0 50 -10 4.6 -3.6
IWP iShares Russell Mid-Cap Growth ETF 6.9 23 17 3.4 -4.8
DTEC ALPS Disruptive Technologies ETF 6.9 50 -10 4.0 -4.2
RTH VanEck Retail ETF 6.9 35 5 5.4 -2.8
SCHD Schwab US Dividend Equity ETF 6.8 6 34 9.6 +1.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 6.8 35 5 7.7 -0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 6.8 6 34 4.0 -4.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 6.8 38 2 7.7 -0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 6.8 45 -5 10.3 +2.1
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 -10 5.4 -2.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.8 7 33 7.4 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.8 38 2 6.3 -1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 6.8 67 -27 9.8 +1.6
MAVF Matrix Advisors Value ETF 6.8 75 -35 5.7 -2.5
FCPI Fidelity Stocks for Inflation ETF 6.8 15 25 7.6 -0.6
DCOR Dimensional US Core Equity 1 ETF 6.7 14 26 5.4 -2.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.7 39 1 3.7 -4.5
MBCC Monarch Blue Chips Core ETF 6.7 125 -85 4.2 -4.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.7 20 20 4.6 -3.6
HGRO Hedgeye Quality Growth ETF 6.7 70 -30 3.4 -4.8
NANC Unusual Whales Subversive Democratic Trading ETF 6.6 75 -35 3.7 -4.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.6 24 16 8.1 -0.1
DIVZ TrueShares Low Volatility Equity Income ETF 6.6 65 -25 6.7 -1.6
DFAC Dimensional U.S. Core Equity 2 ETF 6.5 17 23 5.5 -2.7
LQPE PEO AlphaQuest Thematic PE ETF 6.5 125 -85 5.4 -2.9
WLDR Affinity World Leaders Equity ETF 6.5 67 -27 7.6 -0.6
JGRO JPMorgan Active Growth ETF 6.5 44 -4 3.5 -4.7
DEW WisdomTree Global High Dividend Fund 6.5 58 -18 8.4 +0.2
USMC Principal U.S. Mega-Cap ETF 6.5 12 28 4.5 -3.8
TMFM Motley Fool Mid-Cap Growth ETF 6.5 85 -45 2.6 -5.6
JSTC Adasina Social Justice All Cap Global ETF 6.5 89 -49 4.9 -3.3
TOK iShares MSCI Kokusai ETF 6.4 26 14 5.1 -3.1
GGRW Gabelli Growth Innovators ETF 6.4 90 -50 2.4 -5.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.4 40 0 3.8 -4.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.4 75 -35 7.2 -1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.4 15 25 7.5 -0.7
VOE Vanguard Mid-Cap Value ETF 6.4 7 33 7.6 -0.6
PTL Inspire 500 ETF 6.3 9 31 5.3 -2.9
IMCB iShares Morningstar Mid-Cap ETF 6.3 4 36 6.1 -2.1
DGT SPDR Global Dow ETF 6.3 50 -10 7.1 -1.1
JGRW Jensen Quality Growth ETF 6.3 57 -17 4.6 -3.6
SCHG Schwab U.S. Large-Cap Growth ETF 6.3 4 36 4.1 -4.1
SPHQ Invesco S&P 500 Quality ETF 6.3 15 25 5.5 -2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 6.3 80 -40 6.1 -2.1
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 1 7.6 -0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 6.2 20 20 7.0 -1.2
BEEX BeeHive ETF 6.2 84 -44 4.4 -3.8
XLG Invesco S&P 500 Top 50 ETF 6.2 20 20 4.2 -4.0
DIA SPDR Dow Jones Industrial Average ETF Trust 6.2 16 24 5.5 -2.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.2 12 28 5.8 -2.4
FVD First Trust Value Line Dividend Index Fund 6.2 65 -25 6.3 -1.9
GDIV Harbor Dividend Growth Leaders ETF 6.2 50 -10 5.3 -2.9
BGDV Bahl & Gaynor Dividend ETF 6.2 45 -5 4.8 -3.4
KNO AXS Knowledge Leaders ETF 6.1 78 -38 6.1 -2.1
VFMF Vanguard U.S. Multifactor ETF 6.1 18 22 7.9 -0.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.1 55 -15 4.3 -3.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 6.1 15 25 4.8 -3.4
CZA Invesco Zacks Mid-Cap ETF 6.1 72 -32 6.6 -1.6
URTH iShares MSCI World ETF 6.1 24 16 5.2 -3.1
STXG Strive 1000 Growth ETF 6.1 18 22 3.9 -4.3
GINX SGI Enhanced Global Income ETF 6.1 98 -58 7.1 -1.1
KLMT Invesco MSCI Global Climate 500 ETF 6.1 10 30 5.8 -2.4
FELG Fidelity Enhanced Large Cap Growth ETF 6.1 18 22 4.8 -3.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.0 20 20 4.5 -3.7
KOCG FIS Knights of Columbus Global Belief ETF 6.0 75 -35 5.2 -3.0
CAML Congress Large Cap Growth ETF 5.9 66 -26 3.5 -4.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.8 12 28 5.3 -3.0
IMCV iShares Morningstar Mid-Cap Value ETF 5.8 6 34 8.1 -0.1
JOET Virtus Terranova US Quality Momentum ETF 5.8 29 11 4.7 -3.5
MTUM iShares MSCI USA Momentum Factor ETF 5.8 15 25 3.5 -4.7
DURA VanEck Durable High Dividend ETF 5.7 29 11 8.5 +0.3
DXUV Dimensional US Vector Equity ETF 5.7 28 12 6.2 -2.0
IWR iShares Russell Midcap ETF 5.7 19 21 5.8 -2.4
JHDV John Hancock U.S. High Dividend ETF 5.6 34 6 6.7 -1.5
GLOF iShares Global Equity Factor ETF 5.6 20 20 6.6 -1.6
DIVS SmartETFs Dividend Builder ETF 5.6 65 -25 5.1 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.5 20 20 5.7 -2.5
JHMM John Hancock Multifactor Mid Cap ETF 5.5 42 -2 6.4 -1.8
SMAP Amplify Small-Mid Cap Equity ETF 5.5 60 -20 5.6 -2.6
GLBL Pacer MSCI World Industry Advantage ETF 5.5 65 -25 4.2 -4.0
SPGP Invesco S&P 500 GARP ETF 5.5 34 6 6.5 -1.7
ACWI iShares MSCI ACWI ETF 5.5 32 8 5.6 -2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.4 9 31 4.9 -3.3
FDMO Fidelity Momentum Factor ETF 5.4 15 25 3.7 -4.5
NULG Nuveen ESG Large-Cap Growth ETF 5.4 26 14 3.3 -4.9
IWY iShares Russell Top 200 Growth ETF 5.4 20 20 4.6 -3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 5.4 18 22 4.0 -4.2
MAGA Point Bridge America First ETF 5.3 72 -32 5.8 -2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.3 60 -20 4.9 -3.3
PKW Invesco Buyback Achievers ETF 5.3 62 -22 7.2 -1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.3 79 -39 4.6 -3.7
FIW First Trust Water ETF 5.2 53 -13 4.7 -3.5
IWS iShares Russell Mid-Cap Value ETF 5.2 23 17 6.8 -1.5
EBI Longview Advantage ETF 5.2 35 5 6.6 -1.6
VONG Vanguard Russell 1000 Growth ETF 5.2 7 33 4.6 -3.7
IWF iShares Russell 1000 Growth ETF 5.2 19 21 4.5 -3.7
MGRO VanEck Morningstar Wide Moat Growth ETF 5.2 49 -9 4.6 -3.6
KONG Formidable Fortress ETF 5.2 89 -49 6.0 -2.2
YALL God Bless America ETF 5.2 65 -25 3.7 -4.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.2 15 25 7.6 -0.6
PCGG Polen Capital Global Growth ETF 5.2 85 -45 3.9 -4.3
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 20 6.8 -1.4
USXF iShares ESG Advanced MSCI USA ETF 5.2 10 30 4.7 -3.6
IOO iShares Global 100 ETF 5.2 41 -1 4.8 -3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.2 9 31 5.8 -2.4
SXQG ETC 6 Meridian Quality Growth ETF 5.1 100 -60 4.6 -3.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.1 30 10 4.4 -3.8
BEEZ Honeytree U.S. Equity ETF 5.1 64 -24 3.8 -4.5
AVMV Avantis U.S. Mid Cap Value ETF 5.1 20 20 8.6 +0.4
GQQQ Astoria US Quality Growth Kings ETF 5.1 35 5 4.7 -3.5
IYK iShares U.S. Consumer Staples ETF 5.1 40 0 6.3 -1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 5.1 15 25 4.6 -3.6
SAMT Strategas Macro Thematic Opportunities ETF 5.0 65 -25 2.8 -5.4
DVY iShares Select Dividend ETF 5.0 38 2 9.0 +0.8
CSMD Congress SMid Growth ETF 4.9 69 -29 4.0 -4.3
MBOX Freedom Day Dividend ETF 4.9 39 1 7.4 -0.8
DEMZ Democratic Large Cap Core ETF 4.9 45 -5 4.5 -3.7
VFQY Vanguard U.S. Quality Factor ETF 4.9 13 27 6.4 -1.8
TMFC Motley Fool 100 Index ETF 4.9 50 -10 3.5 -4.7
BGRO iShares Large Cap Growth Active ETF 4.9 55 -15 3.1 -5.1
GVIP Goldman Sachs Hedge Industry VIP ETF 4.9 45 -5 3.3 -4.9
ILCG iShares Morningstar Growth ETF 4.9 4 36 3.7 -4.5
GURU Global X Guru Index ETF 4.9 75 -35 3.0 -5.2
VT Vanguard Total World Stock ETF 4.9 6 34 5.9 -2.3
DANA Dana Unconstrained Equity ETF 4.9 50 -10 2.9 -5.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.8 12 28 4.6 -3.6
SEMG Suncoast Select Growth ETF 4.7 60 -20 4.3 -3.9
INRO iShares U.S. Industry Rotation Active ETF 4.6 42 -2 4.3 -3.9
BFOR ALPS Barron's 400 ETF 4.6 65 -25 6.0 -2.2
IWFG IQ Winslow Focused Large Cap Growth ETF 4.6 65 -25 3.0 -5.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.6 60 -20 4.0 -4.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.5 55 -15 10.0 +1.8
XT iShares Exponential Technologies ETF 4.5 46 -6 5.0 -3.2
LIVR Intelligent Livermore ETF 4.5 69 -29 5.5 -2.7
SDG iShares MSCI Global Sustainable Development Goals ETF 4.5 49 -9 5.9 -2.3
FMDE Fidelity Enhanced Mid Cap ETF 4.4 23 17 5.8 -2.4
QQMG Invesco ESG NASDAQ 100 ETF 4.4 20 20 4.3 -4.0
QQQ Invesco QQQ Trust Series I 4.3 20 20 4.2 -4.1
QQQM Invesco NASDAQ 100 ETF 4.3 15 25 4.2 -4.0
FLDZ RiverNorth Patriot ETF 4.3 75 -35 6.1 -2.1
QVAL Alpha Architect US Quantitative Value ETF 4.3 39 1 9.7 +1.5
FBCG Fidelity Blue Chip Growth ETF 4.3 59 -19 2.9 -5.3
SYLD Cambria Shareholder Yield ETF 4.3 59 -19 11.6 +3.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.3 49 -9 3.9 -4.3
QGRW WisdomTree U.S. Quality Growth Fund 4.2 28 12 4.3 -3.9
ARKG ARK Genomic Revolution ETF 4.2 75 -35 -1.5 -9.7
VOOG Vanguard S&P 500 Growth ETF 4.2 7 33 4.1 -4.1
IVW iShares S&P 500 Growth ETF 4.2 18 22 4.1 -4.2
SPYG SPDR Portfolio S&P 500 Growth ETF 4.2 4 36 4.2 -4.0
RPG Invesco S&P 500 Pure Growth ETF 4.2 35 5 3.3 -4.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.1 65 -25 3.7 -4.6
CZAR Themes Natural Monopoly ETF 4.1 35 5 5.8 -2.4
ECML Euclidean Fundamental Value ETF 4.1 95 -55 11.1 +2.9
PRXG Praxis Impact Large Cap Growth ETF 4.1 36 4 3.7 -4.5
IUSG iShares Core S&P U.S. Growth ETF 4.1 4 36 4.3 -4.0
PWB Invesco Large Cap Growth ETF 4.0 56 -16 3.2 -5.0
FDVV Fidelity High Dividend ETF 4.0 15 25 7.6 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 4.0 59 -19 2.8 -5.4
LYLD Cambria Large Cap Shareholder Yield ETF 4.0 59 -19 9.5 +1.3
VUG Vanguard Growth ETF 4.0 4 36 4.1 -4.1
RGEF Rockefeller Global Equity ETF 3.9 55 -15 4.9 -3.3
TMFX Motley Fool Next Index ETF 3.9 50 -10 2.6 -5.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.9 65 -25 4.7 -3.6
LGRO Level Four Large Cap Growth Active ETF 3.8 55 -15 3.8 -4.4
FFOG Franklin Focused Growth ETF 3.8 61 -21 2.4 -5.8
AGQI First Trust Active Global Quality Income ETF 3.8 85 -45 5.0 -3.2
YOKE Yoke Core ETF 3.7 42 -2 4.4 -3.8
MDCP VictoryShares THB Mid Cap ESG ETF 3.7 55 -15 5.6 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.7 30 10 6.7 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.7 39 1 3.4 -4.8
QTOP iShares Nasdaq Top 30 Stocks ETF 3.7 20 20 4.2 -4.1
SAMM Strategas Macro Momentum ETF 3.6 66 -26 2.4 -5.8
MGK Vanguard Mega Cap Growth ETF 3.6 7 33 4.2 -4.0
MOTG VanEck Morningstar Global Wide Moat ETF 3.6 52 -12 7.8 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.6 39 1 11.5 +3.3
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -45 2.1 -6.1
DIVY Sound Equity Dividend Income ETF 3.5 45 -5 9.6 +1.4
ABEQ Absolute Select Value ETF 3.5 85 -45 4.7 -3.6
OCFS Otter Creek Focus Strategy ETF 3.5 85 -45 4.1 -4.1
ABIG Argent Large Cap ETF 3.5 49 -9 5.2 -3.1
RCGE RockCreek Global Equality ETF 3.5 95 -55 6.8 -1.5
TINT ProShares Smart Materials ETF 3.5 58 -18 7.3 -0.9
VNSE Natixis Vaughan Nelson Select ETF 3.5 80 -40 4.7 -3.5
LCLG Logan Capital Broad Innovative Growth ETF 3.5 99 -59 4.0 -4.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.5 52 -12 6.3 -1.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.4 85 -45 8.7 +0.5
ACSI American Customer Satisfaction ETF 3.4 65 -25 4.7 -3.5
FDG American Century Focused Dynamic Growth ETF 3.4 45 -5 2.0 -6.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.4 60 -20 3.9 -4.3
BLES Inspire Global Hope ETF 3.4 61 -21 6.9 -1.3
EQRR ProShares Equities for Rising Rates ETF 3.4 35 5 8.0 -0.2
FXG First Trust Consumer Staples AlphaDEX Fund 3.4 63 -23 8.4 +0.2
PEY Invesco High Yield Equity Dividend Achievers ETF 3.3 52 -12 10.1 +1.9
WBIY WBI Power Factor High Dividend ETF 3.3 100 -60 14.7 +6.5
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 -10 5.6 -2.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.3 60 -20 7.6 -0.6
GRNY Fundstrat Granny Shots US Large Cap ETF 3.3 75 -35 2.7 -5.5
TOPT iShares Top 20 U.S. Stocks ETF 3.3 20 20 4.0 -4.3
CALF Pacer US Small Cap Cash Cows 100 ETF 3.3 59 -19 10.7 +2.5
BUL Pacer US Cash Cows Growth ETF 3.2 60 -20 6.6 -1.6
RDVY First Trust Rising Dividend Achievers ETF 3.2 50 -10 6.8 -1.4
KOMP SPDR S&P Kensho New Economies Composite ETF 3.2 20 20 2.6 -5.6
SPHB Invesco S&P 500 High Beta ETF 3.2 25 15 4.8 -3.5
ONEQ Fidelity Nasdaq Composite Index ETF 3.2 21 19 3.8 -4.4
ALTL Pacer Lunt Large Cap Alternator ETF 3.2 60 -20 4.4 -3.9
AVLV Avantis U.S. Large Cap Value ETF 3.2 15 25 7.8 -0.4
TAX Cambria Tax Aware ETF 3.1 49 -9 5.1 -3.1
AVUQ Avantis U.S. Quality ETF 3.1 15 25 4.5 -3.7
GK AdvisorShares Gerber Kawasaki ETF 3.1 75 -35 2.5 -5.7
NIXT Research Affiliates Deletions ETF 3.1 9 31 8.8 +0.5
TMFG Motley Fool Global Opportunities ETF 3.1 85 -45 3.9 -4.3
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -7 5.4 -2.8
FTGS First Trust Growth Strength ETF 3.1 60 -20 5.0 -3.2
USSE Segall Bryant & Hamill Select Equity ETF 3.0 65 -25 4.4 -3.8
PY Principal Value ETF 3.0 15 25 7.2 -1.0
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 27 3.0 -5.2
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 20 9.5 +1.3
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 -3 4.3 -3.9
PDP Invesco Dorsey Wright Momentum ETF 2.8 62 -22 4.0 -4.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 25 6.0 -2.2
VEGN US Vegan Climate ETF 2.7 60 -20 4.6 -3.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -25 2.1 -6.1
IQM Franklin Intelligent Machines ETF 2.6 50 -10 2.1 -6.1
DON WisdomTree U.S. MidCap Dividend Fund 2.6 38 2 8.8 +0.6
VBR Vanguard Small Cap Value ETF 2.5 7 33 9.1 +0.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.5 43 -3 6.1 -2.1
WCEO Hypatia Women CEO ETF 2.5 85 -45 3.8 -4.4
BUZZ VanEck Social Sentiment ETF 2.4 75 -35 -0.4 -8.6
WDIV SPDR S&P Global Dividend ETF 2.3 40 0 9.3 +1.1
SPMO Invesco S&P 500 Momentum ETF 2.3 13 27 3.6 -4.6
RNIN Bushido Capital US SMID Cap Equity ETF 2.2 70 -30 10.3 +2.1
EQIN Columbia US Equity Income ETF 2.2 35 5 6.9 -1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -24 2.3 -6.0
ICAP InfraCap Equity Income Fund ETF 2.1 171 -131 6.3 -2.0
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -50 9.6 +1.4
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -36 5.1 -3.1
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -66 12.3 +4.1
BOUT Innovator IBD Breakout Opportunities ETF 2.0 81 -41 2.8 -5.4
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -40 11.9 +3.7
VB Vanguard Small-Cap ETF 1.9 5 35 6.2 -2.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.9 27 13 7.0 -1.2
OPTZ Optimize Strategy Index ETF 1.9 50 -10 4.7 -3.5
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 36 6.6 -1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 36 6.2 -2.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -45 6.8 -1.5
EVX VanEck Environmental Services ETF 1.7 55 -15 2.2 -6.0
DIV Global X SuperDividend US ETF 1.7 45 -5 11.8 +3.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.7 60 -20 6.0 -2.2
FOVL iShares Focused Value Factor ETF 1.7 25 15 10.7 +2.5
VAMO Cambria Value & Momentum ETF 1.7 61 -21 5.8 -2.4
IBRN iShares Neuroscience and Healthcare ETF 1.7 47 -7 0.0 -8.2
ISCV iShares Morningstar Small Cap Value ETF 1.7 6 34 9.3 +1.1
IRET iREIT - MarketVector Quality REIT Index ETF 1.7 60 -20 7.1 -1.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.7 75 -35 5.3 -2.9
CSD Invesco S&P Spin-Off ETF 1.7 65 -25 4.6 -3.6
TINY ProShares Nanotechnology ETF 1.7 58 -18 5.3 -2.9
SFYF SoFi Social 50 ETF 1.7 29 11 0.4 -7.8
SNSR Global X Internet of Things ETF 1.6 68 -28 4.6 -3.6
AZTD Aztlan Global Stock Selection DM SMID ETF 1.6 75 -35 7.6 -0.6
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.7 -2.5
FMKT The Free Markets ETF 1.6 76 -36 1.6 -6.6
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 -25 8.4 +0.2
ROBO ROBO Global Robotics & Automation Index ETF 1.6 95 -55 3.6 -4.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.6 45 -5 2.8 -5.4
NBDS Neuberger Berman Disrupters ETF 1.6 55 -15 0.7 -7.5
FBOT Fidelity Disruptive Automation ETF 1.6 50 -10 3.8 -4.5
IBOT Vaneck Robotics ETF 1.6 47 -7 4.5 -3.7
BOTZ Global X Robotics & Artificial Intelligence ETF 1.6 69 -29 2.5 -5.7
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -20 4.4 -3.8
BELT iShares Long-Term U.S. Equity Active ETF 1.6 75 -35 3.1 -5.1
MOO VanEck Agribusiness ETF 1.5 53 -13 10.5 +2.3
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -9 6.1 -2.1
PHO Invesco Water Resources ETF 1.4 60 -20 4.4 -3.8
PIO Invesco Global Water ETF 1.4 75 -35 4.3 -3.9
IVEG iShares Emergent Food and AgTech Multisector ETF 1.4 47 -7 9.2 +1.0
STXM Strive Mid-Cap ETF 1.4 18 22 6.2 -2.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 40 11.9 +3.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.3 69 -29 -0.6 -8.8
RVER Trenchless Fund ETF 1.3 65 -25 4.4 -3.8
LOGO Alpha Brands Consumption Leaders ETF 1.3 69 -29 3.1 -5.1
PRNT 3D Printing ETF 1.3 66 -26 1.3 -6.9
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 -12 7.1 -1.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 -14 7.0 -1.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 15 7.9 -0.3
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 12 9.2 +1.0
VBK Vanguard Small-Cap Growth ETF 1.2 7 33 2.0 -6.2
ISCB iShares Morningstar Small-Cap ETF 1.1 4 36 6.3 -1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -25 8.2 -0.0
EZM WisdomTree U.S. MidCap Fund 1.1 38 2 9.0 +0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.1 47 -7 5.9 -2.3
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -55 2.9 -5.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -20 6.9 -1.3
SFYX SoFi Next 500 ETF 1.0 0 40 5.8 -2.4
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 6.4 -1.8
FPX First Trust US Equity Opportunities ETF 0.9 61 -21 1.1 -7.2
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 25 7.1 -1.1
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -35 0.5 -7.7
DFSV Dimensional US Small Cap Value ETF 0.9 31 9 10.0 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 23 5.7 -2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -30 10.9 +2.7
DFAS Dimensional U.S. Small Cap ETF 0.8 26 14 6.4 -1.8
SMMD iShares Russell 2500 ETF 0.8 15 25 6.2 -2.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 8.3 +0.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.8 -1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 33 6.1 -2.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 -12 6.4 -1.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 20 6.2 -2.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -20 7.3 -0.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 34 2.9 -5.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 -20 7.5 -0.8
MVPA Miller Value Partners Appreciation ETF 0.5 60 -20 9.3 +1.1
TMAT Main Thematic Innovation ETF 0.5 164 -124 -1.4 -9.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 9.7 +1.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -30 2.9 -5.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -55 0.6 -7.6
IYJ iShares U.S. Industrials ETF 0.4 40 0 4.7 -3.6
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.9 -4.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 5.4 -2.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -5 9.0 +0.8
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 3.8 -4.4
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.3 -2.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 25 5.9 -2.3

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 8.2 %
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.