Invesco S&P 500 Equal Weight Health Care ETF
ALTAR
Score™		 8.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.4x P/Sales
ratio		 1.1x
P/BV
ratio		 2.5x Div.
yield		 1.3%


  • 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) $724
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) $90,747
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
CENTENE CORP 2.0 %
BIO-TECHNE CORPORATION 2.0 %
MODERNA, INC. 1.9 %
CHARLES RIVER LABORATORIES 1.8 %
ELEVANCE HEALTH INC 1.8 %
AGILENT TECHNOLOGIES INC 1.8 %
THERMO FISHER SCIENTIFIC INC 1.8 %
PERKINELMER INC 1.8 %
MOLINA HEALTHCARE INC 1.8 %
IQVIA HOLDINGS INC 1.8 %
Total 18.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.0 %
IRELAND 3.3 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.7% 0.1% 6.1% 7.9% 10.5%

Market Correlations
versus... Beta R-squared
S&P500 0.87 56%
MSCI EAFE 0.74 52%
MSCI Emg. Mkts. 0.49 27%

Technical Indicators
Recent close $30.33
30d moving avg. $29.96
Annualized volatility 15.1%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.7%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 53
Turnover 0.2%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $17,550

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 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™: 8.1%


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 54.1 8 32 7.4 -0.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 51.6 60 -20 7.8 -0.3
VHT Vanguard Health Care ETF 50.9 9 31 5.8 -2.3
FHLC Fidelity MSCI Health Care Index ETF 50.2 8 32 6.1 -2.1
IYH iShares U.S. Healthcare ETF 48.3 40 0 6.6 -1.5
FXH First Trust Health Care AlphaDEX Fund 47.5 62 -22 8.2 +0.1
IXJ iShares Global Healthcare ETF 46.3 42 -2 7.0 -1.1
MDEV First Trust Indxx Medical Devices ETF 39.1 70 -30 4.9 -3.2
HRTS Tema Heart & Health ETF 32.3 75 -35 2.3 -5.8
BMED Future Health ETF 32.1 85 -45 0.3 -7.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 30.6 68 -28 2.3 -5.8
HKND Humankind US Stock ETF 29.8 11 29 7.3 -0.8
XHE SPDR S&P Health Care Equipment ETF 28.3 35 5 3.6 -4.5
PINK Simplify Health Care ETF 28.1 50 -10 0.9 -7.2
XHS SPDR S&P Health Care Services ETF 26.8 35 5 4.2 -3.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 26.6 60 -20 8.8 +0.7
IHI iShares U.S. Medical Devices ETF 24.9 40 0 4.1 -4.0
AGNG Global X Aging Population ETF 24.5 50 -10 4.8 -3.3
FMED Fidelity Disruptive Medicine ETF 20.4 50 -10 -0.7 -8.8
PJP Invesco Pharmaceuticals ETF 20.2 57 -17 8.3 +0.2
GDOC Goldman Sachs Future Health Care Equity ETF 19.9 75 -35 2.7 -5.4
AVIE Avantis  Inflation Focused Equity ETF 19.7 25 15 7.4 -0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 19.7 14 26 5.1 -3.0
VFLO VictoryShares Free Cash Flow ETF 19.7 39 1 10.4 +2.3
IHF iShares U.S. Healthcare Providers ETF 19.1 40 0 8.1 -0.0
WDNA WisdomTree BioRevolution Fund 18.8 45 -5 -2.3 -10.4
SNPV Xtrackers S&P 500 Value ESG ETF 18.6 15 25 7.0 -1.1
DSTL Distillate US Fundamental Stability & Value ETF 18.4 39 1 8.8 +0.7
MODL VictoryShares WestEnd U.S. Sector ETF 18.3 42 -2 4.6 -3.5
RAFE PIMCO RAFI ESG U.S. ETF 18.2 29 11 7.0 -1.1
RWL Invesco S&P 500 Revenue ETF 18.2 39 1 6.9 -1.2
IBB iShares Biotechnology ETF 17.9 45 -5 -0.0 -8.1
HART IQ Healthy Hearts ETF 17.3 45 -5 6.4 -1.7
STXV Strive 1000 Value ETF 17.2 18 22 8.3 +0.2
BBH VanEck Biotech ETF 16.9 35 5 5.5 -2.6
POWA Invesco Bloomberg Pricing Power ETF 16.7 40 0 6.0 -2.1
HELX Franklin Genomic Advancements ETF 16.7 50 -10 -0.4 -8.5
ANEW ProShares MSCI Transformational Changes ETF 16.6 45 -5 5.2 -2.9
MGV Vanguard Mega Cap Value ETF 16.6 7 33 6.6 -1.5
MOAT VanEck Morningstar Wide Moat ETF 16.3 46 -6 6.4 -1.7
QLTY GMO U.S. Quality ETF 16.3 50 -10 4.6 -3.5
COWZ Pacer US Cash Cows 100 ETF 16.2 49 -9 8.8 +0.7
MEDX Horizon Kinetics Medical ETF 16.0 85 -45 1.3 -6.8
RPV Invesco S&P 500 Pure Value ETF 15.7 35 5 10.5 +2.4
PPH VanEck Pharmaceutical ETF 15.6 36 4 8.3 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 15.6 25 15 6.2 -1.9
NULV Nuveen ESG Large-Cap Value ETF 15.5 26 14 6.4 -1.7
PRXV Praxis Impact Large Cap Value ETF 15.5 36 4 6.8 -1.3
FBT First Trust NYSE Arca Biotechnology Index Fund 15.3 56 -16 3.1 -5.0
VTV Vanguard Value ETF 15.3 4 36 6.9 -1.2
MVAL VanEck Morningstar Wide Moat Value ETF 15.2 49 -9 7.3 -0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 15.0 60 -20 4.2 -4.0
CGDV Capital Group Dividend Value ETF 15.0 33 7 4.6 -3.5
MEDI Harbor Health Care ETF 15.0 80 -40 -1.8 -9.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.9 18 22 5.9 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 14.7 10 30 5.2 -2.9
USRD Themes US R&D Champions ETF 14.6 29 11 4.7 -3.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 14.5 60 -20 5.1 -3.0
USMV iShares MSCI USA Min Vol Factor ETF 14.3 15 25 5.9 -2.2
DGRO iShares Core Dividend Growth ETF 14.3 8 32 6.7 -1.4
NUDV Nuveen ESG Dividend ETF 14.2 26 14 7.7 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 14.2 18 22 6.6 -1.5
VOOV Vanguard S&P 500 Value ETF 14.1 7 33 6.3 -1.8
IVE iShares S&P 500 Value ETF 14.1 18 22 6.2 -1.9
SPYV SPDR Portfolio S&P 500 Value ETF 14.1 4 36 6.3 -1.8
KRMA Global X Conscious Companies ETF 14.1 43 -3 6.0 -2.1
SPMV Invesco S&P 500 Minimum Variance ETF 14.0 10 30 5.7 -2.4
ZECP Zacks Earnings Consistent Portfolio ETF 14.0 55 -15 4.9 -3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.0 29 11 6.5 -1.6
QUS SPDR MSCI USA StrategicFactors ETF 13.9 15 25 5.7 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 13.8 9 31 5.6 -2.5
VIG Vanguard Dividend Appreciation ETF 13.6 5 35 5.6 -2.5
IUS Invesco RAFI Strategic US ETF 13.6 19 21 6.9 -1.2
XBI SPDR S&P BIOTECH ETF 13.6 35 5 -2.2 -10.3
CRTC Xtrackers US National Critical Technologies ETF 13.5 35 5 4.7 -3.4
XMAG Defiance Large Cap ex-Mag 7 ETF 13.5 35 5 5.2 -2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.5 20 20 6.7 -1.4
PFM Invesco Dividend Achievers ETF 13.5 53 -13 5.4 -2.7
HLGE Hartford Longevity Economy ETF 13.4 44 -4 6.2 -1.9
CSTK Invesco Comstock Contrarian Equity ETF 13.4 35 5 7.1 -1.0
IUSV iShares Core S&P US Value ETF 13.4 4 36 6.5 -1.6
IWX iShares Russell Top 200 Value ETF 13.4 20 20 6.1 -2.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.3 29 11 6.9 -1.2
FUNL CornerCap Fundametrics Large-Cap ETF 13.3 50 -10 7.3 -0.8
DFLV Dimensional US Large Cap Value ETF 13.2 22 18 7.7 -0.4
JAVA JPMorgan Active Value ETF 13.2 44 -4 6.5 -1.6
VFMV Vanguard U.S. Minimum Volatility ETF 13.2 13 27 5.9 -2.2
ITAN Sparkline Intangible Value ETF 13.1 50 -10 6.6 -1.5
FELV Fidelity Enhanced Large Cap Value ETF 13.1 18 22 6.8 -1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 13.1 19 21 5.5 -2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 13.0 12 28 6.6 -1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 13.0 35 5 6.2 -1.9
VSLU Applied Finance Valuation Large Cap ETF 12.9 49 -9 5.7 -2.4
VALQ American Century U.S. Quality Value ETF 12.8 29 11 8.0 -0.1
CANC Tema Oncology ETF 12.8 75 -35 -2.7 -10.8
SYNB Putnam BioRevolution ETF 12.7 70 -30 2.6 -5.5
DFUV Dimensional US Marketwide Value ETF 12.6 22 18 7.6 -0.5
STXD Strive 1000 Dividend Growth ETF 12.5 35 5 5.0 -3.1
SPVU Invesco S&P 500 Enhanced Value ETF 12.4 13 27 10.2 +2.1
ILCV iShares Morningstar Value ETF 12.4 4 36 6.4 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 12.3 15 25 5.4 -2.7
VYM Vanguard High Dividend Yield Index ETF 12.1 6 34 7.2 -0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.1 15 25 6.7 -1.4
RSP Invesco S&P 500 Equal Weight ETF 12.1 20 20 6.9 -1.2
IBBQ Invesco Nasdaq Biotechnology ETF 11.9 19 21 0.3 -7.8
PBE Invesco Biotechnology & Genome ETF 11.9 58 -18 1.7 -6.4
DSPY Tema S&P 500 Historical Weight ETF 11.9 18 22 5.2 -2.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 11.9 60 -20 7.5 -0.6
GCOW Pacer Global Cash Cows Dividend ETF 11.8 60 -20 10.6 +2.5
LST Leuthold Select Industries ETF 11.8 91 -51 5.3 -2.8
CGUS Capital Group Core Equity ETF 11.8 33 7 4.4 -3.7
JEPI JPMorgan Equity Premium Income ETF 11.8 35 5 5.8 -2.3
FNDX Schwab Fundamental US Large Co. Index ETF 11.7 25 15 7.3 -0.8
CVAR Cultivar ETF 11.7 87 -47 7.2 -0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.7 45 -5 4.4 -3.7
GNOM Global X Genomics & Biotechnology ETF 11.7 50 -10 -2.9 -11.0
SSPY Syntax Stratified LargeCap ETF 11.7 30 10 6.9 -1.2
QVAL Alpha Architect US Quantitative Value ETF 11.7 39 1 9.9 +1.8
FTA First Trust Large Cap Value AlphaDEX Fund 11.7 59 -19 9.1 +1.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 11.6 65 -25 6.5 -1.6
BLCV iShares Large Cap Value Active ETF 11.6 53 -13 7.6 -0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 11.6 20 20 8.3 +0.2
IHE iShares U.S. Pharmaceuticals ETF 11.6 40 0 7.2 -0.9
XPH SPDR S&P Pharmaceuticals ETF 11.6 35 5 1.6 -6.5
SCHV Schwab U.S. Large-Cap Value ETF 11.6 4 36 6.8 -1.3
WRND IQ Global Equity R&D Leaders ETF 11.5 18 22 7.5 -0.6
ROUS Hartford Multifactor US Equity ETF 11.5 19 21 7.0 -1.1
INCE Franklin Income Equity Focus ETF 11.5 29 11 6.0 -2.1
MID American Century Mid Cap Growth Impact ETF 11.4 45 -5 3.4 -4.7
PRF Invesco FTSE RAFI US 1000 ETF 11.3 39 1 6.8 -1.3
VONV Vanguard Russell 1000 Value ETF 11.3 7 33 6.7 -1.5
TOLL Tema Durable Quality ETF 11.3 75 -35 5.2 -2.9
IWD iShares Russell 1000 Value ETF 11.2 19 21 6.5 -1.6
RND First Trust Bloomberg R&D Leaders ETF 11.2 60 -20 3.4 -4.7
DUHP Dimensional US High Profitability ETF 11.2 21 19 6.3 -1.8
LGCF Themes US Cash Flow Champions ETF 11.2 30 10 8.3 +0.2
REVS Columbia Research Enhanced Value ETF 11.2 19 21 7.9 -0.2
EPS WisdomTree U.S. LargeCap Fund 11.2 8 32 5.7 -2.4
TOPC iShares S&P 500 3% Capped ETF 11.1 15 25 5.1 -3.0
HLAL Wahed FTSE USA Shariah ETF 11.1 50 -10 4.6 -3.5
DIVN Horizon Dividend Income ETF 11.1 70 -30 8.1 -0.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 11.1 65 -25 0.8 -7.3
LOWV AB US Low Volatility Equity ETF 11.1 48 -8 5.3 -2.8
XT iShares Exponential Technologies ETF 11.0 46 -6 4.6 -3.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.0 7 33 5.1 -3.0
FNDB Schwab Fundamental US Broad Market Index ETF 10.9 25 15 7.5 -0.7
OALC OneAscent Large Cap Core ETF 10.9 86 -46 4.1 -4.0
GINN Goldman Sachs Innovate Equity ETF 10.9 52 -12 3.6 -4.5
DLN WisdomTree U.S. LargeCap Dividend Fund 10.8 28 12 6.1 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 10.8 9 31 4.8 -3.3
PWV Invesco Large Cap Value ETF 10.6 55 -15 7.6 -0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.6 18 22 7.9 -0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 10.6 8 32 5.0 -3.1
BRIF FIS Bright Portfolios Focused Equity ETF 10.6 65 -25 4.7 -3.5
DFNV Donoghue Forlines Innovation ETF 10.6 69 -29 4.3 -3.8
XOEF iShares S&P 500 ex S&P 100 ETF 10.5 20 20 5.7 -2.4
ACWV iShares MSCI Global Min Vol Factor ETF 10.5 20 20 6.0 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.5 19 21 6.4 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10.5 9 31 6.3 -1.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.5 15 25 4.6 -3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 10.5 75 -35 5.6 -2.5
FFND Future Fund Active ETF 10.5 100 -60 3.8 -4.3
KAT Scharf ETF 10.4 87 -47 5.8 -2.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 10.4 49 -9 6.1 -2.0
DEUS Xtrackers Russell US Multifactor ETF 10.4 17 23 7.0 -1.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.4 20 20 5.0 -3.1
QLC FlexShares US Quality Large Cap Index Fund 10.4 25 15 5.3 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 10.4 9 31 6.4 -1.7
THNR Amplify Weight Loss Drug & Treatment ETF 10.4 59 -19 7.5 -0.6
SNPE Xtrackers S&P 500 ESG ETF 10.4 10 30 5.0 -3.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 10.3 35 5 6.4 -1.7
FLV American Century Focused Large Cap Value ETF 10.3 42 -2 7.0 -1.1
ULVM VictoryShares US Value Momentum ETF 10.3 20 20 7.5 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.3 32 8 5.0 -3.1
LRGC AB US Large Cap Strategic Equities ETF 10.3 48 -8 4.5 -3.6
DTD WisdomTree U.S. Total Dividend Fund 10.2 28 12 6.4 -1.7
ACVF American Conservative Values ETF 10.2 75 -35 4.3 -3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 33 4.8 -3.3
DHS WisdomTree U.S. High Dividend Fund 10.2 38 2 8.4 +0.3
FDRR Fidelity Dividend ETF for Rising Rates 10.2 15 25 6.9 -1.2
RFFC ALPS Active Equity Opportunity ETF 10.1 48 -8 4.4 -3.7
TTAC FCF US Quality ETF 10.1 59 -19 6.0 -2.2
LCF Touchstone US Large Cap Focused ETF 10.1 69 -29 4.3 -3.9
DFVX Dimensional US Large Cap Vector ETF 10.1 22 18 6.4 -1.7
SMRI Bushido Capital US Equity ETF 10.1 71 -31 10.2 +2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.1 75 -35 4.0 -4.1
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 40 4.9 -3.2
AUSF Global X Adaptive U.S. Factor ETF 10.1 27 13 9.3 +1.2
CHGX AXS Change Finance ESG ETF 10.0 49 -9 5.3 -2.9
VOTE TCW Transform 500 ETF 10.0 5 35 4.9 -3.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 10.0 5 35 8.2 +0.1
DVND Touchstone Dividend Select ETF 10.0 67 -27 5.7 -2.4
BBP Virtus LifeSci Biotech Products ETF 10.0 79 -39 -1.6 -9.7
DURA VanEck Durable High Dividend ETF 10.0 29 11 7.7 -0.5
HDUS Hartford Disciplined US Equity ETF 9.9 19 21 5.7 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 9.9 15 25 4.9 -3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.9 2 38 4.9 -3.2
WTV WisdomTree US Value Fund of Benef Interest 9.8 12 28 9.1 +1.0
RECS Columbia Research Enhanced Core ETF 9.8 15 25 5.8 -2.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.8 50 -10 8.9 +0.8
RUNN Running Oak Efficient Growth ETF 9.8 58 -18 5.2 -2.9
JQUA JPMorgan U.S. Quality Factor ETF 9.8 12 28 6.0 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 9.8 12 28 7.5 -0.6
SIZE iShares MSCI USA Size Factor ETF 9.7 15 25 6.2 -1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 9.7 37 3 6.2 -1.9
JHML John Hancock Multifactor Large Cap ETF 9.7 29 11 5.4 -2.7
NULC Nuveen ESG Large-Cap ETF 9.7 21 19 4.7 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.7 10 30 5.0 -3.2
HAPI Harbor Human Capital Factor US Large Cap ETF 9.7 36 4 4.9 -3.2
ASLV Allspring Special Large Value ETF 9.7 35 5 6.7 -1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 9.7 50 -10 5.8 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 9.7 12 28 4.6 -3.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.7 15 25 4.2 -4.0
UDI USCF Dividend Income Fund 9.7 65 -25 8.5 +0.4
SFY SoFi Select 500 ETF 9.7 0 40 4.4 -3.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.6 29 11 7.5 -0.6
SFTY Horizon Managed Risk ETF 9.6 77 -37 4.1 -4.0
CFA VictoryShares US 500 Volatility Wtd ETF 9.6 35 5 6.1 -2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.6 35 5 4.2 -4.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.6 40 0 6.1 -2.0
STOX Horizon Core Equity ETF 9.6 70 -30 4.1 -4.0
QDIV Global X S&P 500 Quality Dividend ETF 9.6 20 20 9.2 +1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.6 30 10 10.6 +2.5
CGGR Capital Group Growth ETF 9.6 39 1 3.4 -4.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.6 15 25 9.1 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.5 11 29 4.9 -3.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 9.5 25 15 5.2 -2.9
QWLD SPDR MSCI World StrategicFactors ETF 9.5 30 10 5.9 -2.3
DIVB iShares Core Dividend ETF 9.5 5 35 8.4 +0.3
DGRW WisdomTree US Quality Dividend Growth Fund 9.5 28 12 5.6 -2.5
FDHT Fidelity Digital Health ETF 9.5 39 1 1.5 -6.6
FDLO Fidelity Low Volatility Factor ETF 9.5 15 25 5.5 -2.6
HEAL Global X HealthTech ETF 9.5 50 -10 -0.6 -8.7
NUMG Nuveen ESG Mid-Cap Growth ETF 9.4 31 9 2.6 -5.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.4 10 30 4.4 -3.8
FDWM Fidelity Women's Leadership ETF 9.4 59 -19 4.9 -3.2
SPXE ProShares S&P 500 Ex-Energy ETF 9.4 9 31 4.8 -3.3
QUVU Hartford Quality Value ETF 9.3 46 -6 7.6 -0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.3 20 20 4.7 -3.5
MGC Vanguard Mega Cap ETF 9.3 7 33 4.6 -3.5
USCF Themes US Cash Flow Champions ETF 9.3 29 11 8.8 +0.7
PEXL Pacer US Export Leaders ETF 9.3 60 -20 4.7 -3.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.3 14 26 4.9 -3.2
KLMN Invesco MSCI North America Climate ETF 9.2 9 31 5.0 -3.1
XVV iShares ESG Screened S&P 500 ETF 9.2 8 32 4.8 -3.3
ADME Aptus Drawdown Managed Equity ETF 9.2 79 -39 4.0 -4.1
FVAL Fidelity Value Factor ETF 9.2 15 25 6.9 -1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.2 58 -18 4.5 -3.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.2 56 -16 6.3 -1.8
ESGU iShares ESG Aware MSCI USA ETF 9.2 15 25 4.7 -3.4
JGLO JPMorgan Global Select Equity ETF 9.2 33 7 5.0 -3.1
FELC Fidelity Enhanced Large Cap Core ETF 9.2 18 22 5.3 -2.8
IWL iShares Russell Top 200 ETF 9.1 15 25 4.5 -3.6
IVV iShares Core S&P 500 ETF 9.1 3 37 4.9 -3.2
SPY SPDR S&P 500 ETF Trust 9.1 9 31 4.9 -3.3
DFSU Dimensional US Sustainability Core 1 ETF 9.1 18 22 5.3 -2.8
VOO Vanguard S&P 500 ETF 9.1 3 37 4.9 -3.2
USMF WisdomTree U.S. Multifactor Fund 9.1 28 12 7.4 -0.7
SUSA iShares MSCI USA ESG Select ETF 9.1 25 15 4.7 -3.5
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 1 8.6 +0.5
JVAL JPMorgan U.S. Value Factor ETF 9.1 12 28 8.0 -0.1
STRV Strive 500 ETF 9.1 5 35 4.8 -3.3
ESGV Vanguard ESG U.S. Stock ETF 9.0 9 31 4.8 -3.4
SPXM Azoria 500 Meritocracy ETF 9.0 47 -7 4.5 -3.6
GXLC Global X U.S. 500 ETF 9.0 2 38 4.9 -3.3
CHRI Global X S&P 500 Christian Values ETF 9.0 29 11 4.6 -3.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.0 25 15 5.7 -2.4
NACP Impact Shares NAACP Minority Empowerment ETF 9.0 49 -9 4.7 -3.4
SPLV Invesco S&P 500 Low Volatility ETF 9.0 25 15 5.7 -2.5
RAUS RACWI US ETF 9.0 15 25 4.8 -3.3
VV Vanguard Large-Cap ETF 9.0 4 36 4.8 -3.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.0 10 30 4.3 -3.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 9.0 60 -20 10.5 +2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 9.0 52 -12 5.8 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 9.0 29 11 4.7 -3.5
AGRW Allspring LT Large Growth ETF 9.0 35 5 3.5 -4.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 9.0 58 -18 5.7 -2.4
FBCV Fidelity Blue Chip Value ETF 9.0 59 -19 7.5 -0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 8.9 18 22 4.7 -3.5
SUSL iShares ESG MSCI USA Leaders ETF 8.9 10 30 4.9 -3.2
QLV FlexShares US Quality Low Volatility Index Fund 8.9 22 18 5.8 -2.3
LRGE ClearBridge Large Cap Growth ESG ETF 8.9 59 -19 4.1 -4.0
PBUS Invesco MSCI USA ETF 8.9 4 36 4.9 -3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.9 9 31 5.3 -2.8
FQAL Fidelity Quality Factor ETF 8.9 15 25 5.7 -2.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.8 48 -8 6.3 -1.8
SHE SPDR MSCI USA Gender Diversity ETF 8.8 20 20 5.1 -3.0
QGRO American Century U.S. Quality Growth ETF 8.8 29 11 3.7 -4.4
GSPY Gotham Enhanced 500 ETF 8.8 50 -10 5.1 -3.0
ILCB iShares Morningstar U.S. Equity ETF 8.8 3 37 4.9 -3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 8.7 11 29 5.0 -3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.7 70 -30 5.1 -3.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.7 49 -9 9.3 +1.2
PSET Principal Quality ETF 8.6 15 25 5.4 -2.7
SMOT VanEck Morningstar SMID Moat ETF 8.6 49 -9 7.0 -1.2
AIEQ AI Powered Equity ETF 8.6 75 -35 4.9 -3.2
OEF iShares S&P 100 ETF 8.6 20 20 4.4 -3.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.5 15 25 4.9 -3.2
OZEM Roundhill GLP-1 & Weight Loss ETF 8.5 59 -19 3.7 -4.5
GQI Natixis Gateway Quality Income ETF 8.5 34 6 5.0 -3.1
IWB iShares Russell 1000 ETF 8.5 15 25 4.8 -3.3
VONE Vanguard Russell 1000 ETF 8.5 7 33 4.9 -3.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.5 3 37 5.1 -3.0
SCHX Schwab U.S. Large-Cap ETF 8.5 3 37 4.9 -3.2
LRGF iShares U.S. Equity Factor ETF 8.5 8 32 5.4 -2.7
BDIV AAM Brentview Dividend Growth ETF 8.4 49 -9 4.6 -3.5
VSDA VictoryShares Dividend Accelerator ETF 8.4 35 5 7.5 -0.6
IYY iShares Dow Jones U.S. ETF 8.4 20 20 4.8 -3.3
APUE ActivePassive U.S. Equity ETF 8.4 45 -5 4.7 -3.4
HDV iShares Core High Dividend ETF 8.4 8 32 7.3 -0.8
DIVL Madison Dividend Value ETF 8.4 65 -25 6.1 -2.1
SWP SWP Growth & Income ETF 8.3 99 -59 4.2 -3.9
FTDS First Trust Dividend Strength ETF 8.3 70 -30 8.8 +0.7
RVRB Reverb ETF 8.3 30 10 4.6 -3.6
FTCS First Trust Capital Strength ETF 8.3 55 -15 5.9 -2.2
SDOG ALPS Sector Dividend Dogs ETF 8.3 36 4 9.8 +1.7
TBG TBG Dividend Focus ETF 8.3 59 -19 8.0 -0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 8.3 50 -10 4.4 -3.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 8.3 40 0 6.2 -1.9
SRHQ SRH U.S. Quality ETF 8.2 35 5 7.7 -0.5
SCHK Schwab 1000 Index ETF 8.2 5 35 5.0 -3.1
DFUS Dimensional U.S. Equity ETF 8.2 9 31 4.8 -3.3
EMOT First Trust S&P 500 Economic Moat ETF 8.2 60 -20 8.5 +0.4
JPEF JPMorgan Equity Focus ETF 8.2 50 -10 4.4 -3.7
VTI Vanguard Total Stock Market ETF 8.2 3 37 4.9 -3.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 8.2 7 33 11.3 +3.2
AVSU Avantis Responsible U.S. Equity ETF 8.2 15 25 5.9 -2.2
CWS AdvisorShares Focused Equity ETF 8.2 84 -44 5.6 -2.5
SPDV AAM S&P 500 High Dividend Value ETF 8.2 29 11 12.2 +4.1
ABOT Abacus FCF Innovation Leaders ETF 8.1 69 -29 5.1 -3.0
HGRO Hedgeye Quality Growth ETF 8.1 70 -30 3.3 -4.8
IWV iShares Russell 3000 ETF 8.1 20 20 4.7 -3.4
VTHR Vanguard Russell 3000 ETF 8.1 7 33 4.9 -3.3
DUSA Davis Select U.S. Equity ETF 8.1 61 -21 7.6 -0.5
SAGP Strategas Global Policy Opportunities ETF 8.1 65 -25 5.5 -2.6
NUMV Nuveen ESG Mid-Cap Value ETF 8.0 31 9 7.0 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.0 3 37 4.9 -3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.0 25 15 6.0 -2.1
BKWO BNY Mellon Women's Opportunities ETF 8.0 50 -10 3.7 -4.4
FFLC Fidelity Fundamental Large Cap Core ETF 8.0 38 2 4.5 -3.6
AFLG First Trust Active Factor Large Cap ETF 8.0 55 -15 6.4 -1.7
BLCR iShares Large Cap Core Active ETF 8.0 36 4 3.5 -4.6
DGT SPDR Global Dow ETF 8.0 50 -10 6.6 -1.5
SCHB Schwab U.S. Broad Market ETF 8.0 3 37 5.0 -3.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 8.0 25 15 12.7 +4.6
VLUE iShares MSCI USA Value Factor ETF 7.9 15 25 9.0 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.8 80 -40 6.9 -1.2
VOT Vanguard Mid-Cap Growth ETF 7.8 7 33 3.5 -4.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 7.8 30 10 8.3 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 7.8 125 -85 6.8 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.7 25 15 5.6 -2.5
BIBL Inspire 100 ETF 7.7 35 5 5.2 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 7.7 59 -19 6.0 -2.2
SDY SPDR S&P Dividend ETF 7.7 35 5 7.0 -1.2
FLRG Fidelity U.S. Multifactor ETF 7.7 15 25 7.0 -1.1
DFAU Dimensional US Core Equity Market ETF 7.7 12 28 5.0 -3.1
QUAL iShares MSCI USA Quality Factor ETF 7.7 15 25 5.5 -2.6
VUSE Vident U.S. Equity Strategy ETF 7.7 50 -10 4.4 -3.8
FSST Fidelity Sustainable U.S. Equity ETF 7.7 59 -19 4.3 -3.8
GVLU Gotham 1000 Value ETF 7.6 50 -10 9.2 +1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.6 29 11 4.7 -3.4
PRAY FIS Christian Stock Fund 7.6 69 -29 5.2 -2.9
QDF FlexShares Quality Dividend Index Fund 7.6 37 3 6.4 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 7.6 9 31 5.1 -3.0
FEGE First Eagle Global Equity ETF 7.5 79 -39 6.7 -1.4
SGLC SGI U.S. Large Cap Core ETF 7.5 85 -45 4.2 -3.9
GINX SGI Enhanced Global Income ETF 7.4 98 -58 8.1 +0.0
SHRY First Trust Bloomberg Shareholder Yield ETF 7.4 60 -20 10.7 +2.6
CGGO Capital Group Global Growth Equity ETF 7.3 47 -7 4.2 -3.9
CCMG CCM Global Equity ETF 7.3 34 6 8.3 +0.2
VFVA Vanguard U.S. Value Factor ETF 7.3 13 27 11.1 +3.0
DSI iShares MSCI KLD 400 Social ETF 7.3 25 15 4.8 -3.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.2 75 -35 7.8 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 7.2 42 -2 5.3 -2.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.2 12 28 4.6 -3.5
DWLD Davis Select Worldwide ETF 7.1 63 -23 7.3 -0.8
VO Vanguard Mid-Cap ETF 7.1 4 36 6.0 -2.1
ROE Astoria US Quality Kings ETF 7.1 49 -9 6.9 -1.2
AVMC Avantis U.S. Mid Cap Equity ETF 7.1 18 22 7.0 -1.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 7.1 60 -20 5.3 -2.9
MBCC Monarch Blue Chips Core ETF 7.0 125 -85 4.3 -3.8
ECML Euclidean Fundamental Value ETF 7.0 95 -55 10.9 +2.8
FMKT The Free Markets ETF 7.0 76 -36 3.5 -4.6
LVOL American Century Low Volatility ETF 7.0 29 11 5.0 -3.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.0 49 -9 3.7 -4.4
DCOR Dimensional US Core Equity 1 ETF 6.9 14 26 5.4 -2.7
XLG Invesco S&P 500 Top 50 ETF 6.9 20 20 4.1 -4.0
JSTC Adasina Social Justice All Cap Global ETF 6.9 89 -49 5.1 -3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 6.9 6 34 4.2 -3.9
USMC Principal U.S. Mega-Cap ETF 6.9 12 28 4.4 -3.7
BGIG Bahl & Gaynor Income Growth ETF 6.9 45 -5 5.3 -2.9
YLDE ClearBridge Dividend Strategy ESG ETF 6.9 60 -20 5.8 -2.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 6.9 35 5 7.9 -0.2
IDNA iShares Genomics Immunology and Healthcare ETF 6.8 47 -7 -2.3 -10.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 6.8 38 2 7.9 -0.2
MDLV Morgan Dempsey Large Cap Value ETF 6.8 58 -18 7.4 -0.7
NANC Unusual Whales Subversive Democratic Trading ETF 6.8 75 -35 3.6 -4.5
DTEC ALPS Disruptive Technologies ETF 6.8 50 -10 3.7 -4.4
TOK iShares MSCI Kokusai ETF 6.8 26 14 5.0 -3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 6.8 80 -40 4.4 -3.7
INRO iShares U.S. Industry Rotation Active ETF 6.8 42 -2 4.4 -3.7
ABFL Abacus FCF Leaders ETF 6.8 59 -19 5.0 -3.1
JGRO JPMorgan Active Growth ETF 6.8 44 -4 3.5 -4.6
FAB First Trust Multi Cap Value AlphaDEX Fund 6.8 67 -27 10.3 +2.2
CGDG Capital Group Dividend Growers ETF 6.7 47 -7 6.1 -2.0
DFAC Dimensional U.S. Core Equity 2 ETF 6.7 17 23 5.6 -2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.7 7 33 7.8 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 6.7 50 -10 5.5 -2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.7 38 2 6.6 -1.5
GDIV Harbor Dividend Growth Leaders ETF 6.7 50 -10 5.3 -2.8
SCHD Schwab US Dividend Equity ETF 6.7 6 34 10.3 +2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 6.6 45 -5 11.1 +3.0
SCHG Schwab U.S. Large-Cap Growth ETF 6.6 4 36 3.9 -4.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.6 55 -15 4.2 -3.9
VOE Vanguard Mid-Cap Value ETF 6.6 7 33 7.9 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.6 24 16 8.4 +0.3
AVUS Avantis U.S. Equity ETF 6.6 15 25 5.8 -2.4
DIVZ TrueShares Low Volatility Equity Income ETF 6.6 65 -25 6.7 -1.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.6 49 -9 4.4 -3.7
RTH VanEck Retail ETF 6.6 35 5 5.5 -2.6
MAVF Matrix Advisors Value ETF 6.6 75 -35 6.0 -2.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.5 12 28 6.1 -2.0
TMFM Motley Fool Mid-Cap Growth ETF 6.5 85 -45 3.2 -4.9
ONEO SPDR Russell 1000 Momentum Focus ETF 6.5 20 20 6.9 -1.2
JGRW Jensen Quality Growth ETF 6.5 57 -17 4.7 -3.4
IWP iShares Russell Mid-Cap Growth ETF 6.5 23 17 3.3 -4.8
BEEX BeeHive ETF 6.5 84 -44 4.3 -3.8
IMCB iShares Morningstar Mid-Cap ETF 6.5 4 36 6.3 -1.8
URTH iShares MSCI World ETF 6.4 24 16 5.0 -3.1
PAWZ ProShares Pet Care ETF 6.4 50 -10 3.8 -4.3
NULG Nuveen ESG Large-Cap Growth ETF 6.4 26 14 3.4 -4.7
FTGS First Trust Growth Strength ETF 6.4 60 -20 4.6 -3.5
JOET Virtus Terranova US Quality Momentum ETF 6.4 29 11 4.9 -3.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.4 15 25 7.9 -0.2
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 30 5.6 -2.5
VFMF Vanguard U.S. Multifactor ETF 6.4 18 22 8.0 -0.1
GGRW Gabelli Growth Innovators ETF 6.4 90 -50 2.4 -5.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.3 20 20 4.5 -3.6
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 5 7.2 -1.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.2 40 0 3.9 -4.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.2 39 1 4.0 -4.1
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 1 7.7 -0.4
SPGP Invesco S&P 500 GARP ETF 6.2 34 6 6.9 -1.2
DIA SPDR Dow Jones Industrial Average ETF Trust 6.2 16 24 5.5 -2.6
KNO AXS Knowledge Leaders ETF 6.2 78 -38 5.8 -2.3
GLOF iShares Global Equity Factor ETF 6.1 20 20 6.7 -1.4
WLDR Affinity World Leaders Equity ETF 6.1 67 -27 7.3 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.1 12 28 5.0 -3.1
IMCV iShares Morningstar Mid-Cap Value ETF 6.1 6 34 8.3 +0.2
PTL Inspire 500 ETF 6.1 9 31 5.4 -2.7
SMAP Amplify Small-Mid Cap Equity ETF 6.1 60 -20 5.7 -2.4
FCPI Fidelity Stocks for Inflation ETF 6.1 15 25 7.8 -0.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.0 20 20 4.8 -3.3
DXUV Dimensional US Vector Equity ETF 6.0 28 12 6.2 -1.9
DAK Dakota Active Equity ETF 6.0 43 -3 4.5 -3.6
KOCG FIS Knights of Columbus Global Belief ETF 6.0 75 -35 4.8 -3.3
DEW WisdomTree Global High Dividend Fund 6.0 58 -18 8.4 +0.3
FELG Fidelity Enhanced Large Cap Growth ETF 6.0 18 22 4.7 -3.4
LGRO Level Four Large Cap Growth Active ETF 6.0 55 -15 4.1 -4.0
BFOR ALPS Barron's 400 ETF 6.0 65 -25 6.1 -2.0
IWF iShares Russell 1000 Growth ETF 5.9 19 21 4.2 -3.9
VONG Vanguard Russell 1000 Growth ETF 5.9 7 33 4.4 -3.8
SIXL ETC 6 Meridian Low Beta Equity ETF 5.9 80 -40 6.4 -1.7
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.8 -1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.9 15 25 4.8 -3.3
IWR iShares Russell Midcap ETF 5.9 19 21 6.3 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.9 20 20 5.5 -2.6
IWY iShares Russell Top 200 Growth ETF 5.8 20 20 4.4 -3.7
SPHQ Invesco S&P 500 Quality ETF 5.8 15 25 5.7 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 5.7 65 -25 4.2 -3.9
ACWI iShares MSCI ACWI ETF 5.7 32 8 5.4 -2.7
CZA Invesco Zacks Mid-Cap ETF 5.7 72 -32 7.5 -0.6
SDG iShares MSCI Global Sustainable Development Goals ETF 5.7 49 -9 4.9 -3.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.7 65 -25 2.3 -5.8
FDMO Fidelity Momentum Factor ETF 5.7 15 25 3.6 -4.5
PKW Invesco Buyback Achievers ETF 5.6 62 -22 8.3 +0.2
SNPG Xtrackers S&P 500 Growth ESG ETF 5.6 15 25 4.6 -3.5
THRO iShares U.S. Thematic Rotation Active ETF 5.6 90 -50 4.2 -3.9
JHMM John Hancock Multifactor Mid Cap ETF 5.6 42 -2 6.4 -1.7
IOO iShares Global 100 ETF 5.5 41 -1 4.6 -3.6
MAGA Point Bridge America First ETF 5.5 72 -32 6.5 -1.6
GQQQ Astoria US Quality Growth Kings ETF 5.5 35 5 4.7 -3.4
IWS iShares Russell Mid-Cap Value ETF 5.5 23 17 7.3 -0.8
EQAL Invesco Russell 1000 Equal Weight ETF 5.5 20 20 7.3 -0.8
YOKE Yoke Core ETF 5.5 42 -2 5.1 -3.0
FVD First Trust Value Line Dividend Index Fund 5.4 65 -25 6.4 -1.7
USXF iShares ESG Advanced MSCI USA ETF 5.4 10 30 4.8 -3.3
SXQG ETC 6 Meridian Quality Growth ETF 5.4 100 -60 4.9 -3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.4 9 31 5.5 -2.6
ILCG iShares Morningstar Growth ETF 5.3 4 36 3.8 -4.3
RW Rainwater Equity ETF 5.3 125 -85 3.5 -4.6
RCGE RockCreek Global Equality ETF 5.3 95 -55 6.8 -1.4
DVY iShares Select Dividend ETF 5.2 38 2 9.3 +1.2
TOPT iShares Top 20 U.S. Stocks ETF 5.2 20 20 4.0 -4.1
STXG Strive 1000 Growth ETF 5.2 18 22 3.8 -4.3
EBI Longview Advantage ETF 5.2 35 5 6.8 -1.3
YALL God Bless America ETF 5.2 65 -25 4.5 -3.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 5.2 55 -15 10.5 +2.4
EGUS iShares ESG Aware MSCI USA Growth ETF 5.2 18 22 4.0 -4.2
BEEZ Honeytree U.S. Equity ETF 5.2 64 -24 4.0 -4.1
BGDV Bahl & Gaynor Dividend ETF 5.2 45 -5 4.8 -3.3
FIW First Trust Water ETF 5.2 53 -13 4.9 -3.2
VT Vanguard Total World Stock ETF 5.2 6 34 5.7 -2.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.2 15 25 8.2 +0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.2 9 31 4.9 -3.2
RNIN Bushido Capital US SMID Cap Equity ETF 5.1 70 -30 13.0 +4.9
DIVS SmartETFs Dividend Builder ETF 5.1 65 -25 5.1 -3.0
BGRO iShares Large Cap Growth Active ETF 5.1 55 -15 2.8 -5.3
KONG Formidable Fortress ETF 5.1 89 -49 6.3 -1.8
MBOX Freedom Day Dividend ETF 5.0 39 1 7.9 -0.2
PCGG Polen Capital Global Growth ETF 5.0 85 -45 4.1 -4.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.0 65 -25 3.8 -4.4
GVIP Goldman Sachs Hedge Industry VIP ETF 5.0 45 -5 3.2 -4.9
AVMV Avantis U.S. Mid Cap Value ETF 5.0 20 20 9.2 +1.1
SEMG Suncoast Select Growth ETF 5.0 60 -20 4.4 -3.7
GURU Global X Guru Index ETF 4.9 75 -35 3.1 -5.0
IYK iShares U.S. Consumer Staples ETF 4.9 40 0 6.8 -1.3
PRXG Praxis Impact Large Cap Growth ETF 4.9 36 4 3.7 -4.4
IWFG IQ Winslow Focused Large Cap Growth ETF 4.9 65 -25 3.1 -5.0
SAMT Strategas Macro Thematic Opportunities ETF 4.9 65 -25 2.5 -5.6
OPTZ Optimize Strategy Index ETF 4.8 50 -10 4.8 -3.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.8 65 -25 4.5 -3.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.8 79 -39 6.2 -1.9
DANA Dana Unconstrained Equity ETF 4.8 50 -10 3.1 -5.0
VFQY Vanguard U.S. Quality Factor ETF 4.8 13 27 6.3 -1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.7 30 10 4.4 -3.7
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 17 6.0 -2.1
QGRW WisdomTree U.S. Quality Growth Fund 4.7 28 12 4.2 -4.0
IVW iShares S&P 500 Growth ETF 4.6 18 22 4.0 -4.1
VOOG Vanguard S&P 500 Growth ETF 4.6 7 33 4.1 -4.0
SPYG SPDR Portfolio S&P 500 Growth ETF 4.6 4 36 4.1 -4.0
VUG Vanguard Growth ETF 4.6 4 36 4.1 -4.0
DEMZ Democratic Large Cap Core ETF 4.6 45 -5 4.4 -3.7
CAML Congress Large Cap Growth ETF 4.6 66 -26 3.6 -4.5
FBCG Fidelity Blue Chip Growth ETF 4.6 59 -19 2.9 -5.2
SYLD Cambria Shareholder Yield ETF 4.6 59 -19 12.9 +4.8
MTUM iShares MSCI USA Momentum Factor ETF 4.6 15 25 3.7 -4.4
IUSG iShares Core S&P U.S. Growth ETF 4.5 4 36 4.2 -3.9
TMFC Motley Fool 100 Index ETF 4.5 50 -10 3.4 -4.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.5 49 -9 4.8 -3.3
CSMD Congress SMid Growth ETF 4.4 69 -29 3.7 -4.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.4 12 28 4.0 -4.1
LYLD Cambria Large Cap Shareholder Yield ETF 4.4 59 -19 10.0 +1.9
SFYF SoFi Social 50 ETF 4.3 29 11 1.0 -7.1
ALTL Pacer Lunt Large Cap Alternator ETF 4.3 60 -20 4.7 -3.4
FLDZ RiverNorth Patriot ETF 4.3 75 -35 6.5 -1.6
MGK Vanguard Mega Cap Growth ETF 4.3 7 33 4.3 -3.8
QQMG Invesco ESG NASDAQ 100 ETF 4.3 20 20 4.1 -4.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.2 49 -9 3.8 -4.3
FFOG Franklin Focused Growth ETF 4.2 61 -21 2.5 -5.6
SPHB Invesco S&P 500 High Beta ETF 4.1 25 15 5.1 -3.1
QQQ Invesco QQQ Trust Series I 4.1 20 20 4.1 -4.0
CVY Invesco Zacks Multi-Asset Income ETF 4.1 106 -66 12.0 +3.9
QQQM Invesco NASDAQ 100 ETF 4.1 15 25 4.1 -4.0
CZAR Themes Natural Monopoly ETF 4.0 35 5 5.6 -2.5
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 -10 6.4 -1.7
TMFX Motley Fool Next Index ETF 4.0 50 -10 3.3 -4.8
QTOP iShares Nasdaq Top 30 Stocks ETF 3.9 20 20 4.0 -4.1
RGEF Rockefeller Global Equity ETF 3.9 55 -15 4.6 -3.5
RPG Invesco S&P 500 Pure Growth ETF 3.9 35 5 3.4 -4.7
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.6 -5.5
LCLG Logan Capital Broad Innovative Growth ETF 3.8 99 -59 4.1 -4.0
TAX Cambria Tax Aware ETF 3.8 49 -9 6.2 -1.9
FDVV Fidelity High Dividend ETF 3.8 15 25 7.7 -0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 3.7 59 -19 10.8 +2.7
MOTG VanEck Morningstar Global Wide Moat ETF 3.7 52 -12 8.8 +0.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.5 52 -12 6.1 -2.0
DIVY Sound Equity Dividend Income ETF 3.5 45 -5 10.2 +2.1
ABIG Argent Large Cap ETF 3.5 49 -9 5.3 -2.8
AFOS ARS Focused Opportunities Strategy ETF 3.5 45 -5 3.1 -5.0
AVUQ Avantis U.S. Quality ETF 3.5 15 25 4.4 -3.7
ARKG ARK Genomic Revolution ETF 3.4 75 -35 0.0 -8.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.4 30 10 7.0 -1.1
BLES Inspire Global Hope ETF 3.4 61 -21 6.9 -1.2
AGQI First Trust Active Global Quality Income ETF 3.4 85 -45 4.6 -3.5
MDCP VictoryShares THB Mid Cap ESG ETF 3.3 55 -15 5.7 -2.4
COWS Amplify Cash Flow Dividend Leaders ETF 3.3 0 40 12.6 +4.5
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 -10 5.5 -2.7
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.3 85 -45 8.0 -0.1
EQRR ProShares Equities for Rising Rates ETF 3.3 35 5 8.0 -0.1
FXG First Trust Consumer Staples AlphaDEX Fund 3.3 63 -23 9.0 +0.9
SCHM Schwab U.S. Mid-Cap ETF 3.3 4 36 7.2 -0.9
USSE Segall Bryant & Hamill Select Equity ETF 3.3 65 -25 4.2 -3.9
GK AdvisorShares Gerber Kawasaki ETF 3.3 75 -35 2.6 -5.5
PEY Invesco High Yield Equity Dividend Achievers ETF 3.3 52 -12 10.4 +2.3
WBIY WBI Power Factor High Dividend ETF 3.3 100 -60 14.2 +6.1
ACSI American Customer Satisfaction ETF 3.3 65 -25 5.5 -2.6
NIXT Research Affiliates Deletions ETF 3.3 9 31 8.5 +0.4
ABEQ Absolute Select Value ETF 3.3 85 -45 4.9 -3.3
LEAD Siren DIVCON Leaders Dividend ETF 3.3 43 -3 4.4 -3.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.2 39 1 11.8 +3.7
SAMM Strategas Macro Momentum ETF 3.2 66 -26 2.3 -5.9
VNSE Natixis Vaughan Nelson Select ETF 3.2 80 -40 4.7 -3.4
VBR Vanguard Small Cap Value ETF 3.2 7 33 9.3 +1.2
TMFG Motley Fool Global Opportunities ETF 3.2 85 -45 4.1 -4.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.1 60 -20 -1.0 -9.1
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 20 10.4 +2.3
FDG American Century Focused Dynamic Growth ETF 3.1 45 -5 2.1 -6.1
FNK First Trust Mid Cap Value AlphaDEX Fund 3.0 70 -30 11.2 +3.1
VEGN US Vegan Climate ETF 3.0 60 -20 4.5 -3.6
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 25 8.0 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 27 3.1 -5.0
ONEQ Fidelity Nasdaq Composite Index ETF 2.9 21 19 3.7 -4.4
RJMG FT Raymond James Multicap Growth Equity ETF 2.9 85 -45 3.0 -5.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 25 6.2 -1.9
ETHO Etho Climate Leadership U.S. ETF 2.9 47 -7 5.7 -2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 2.8 20 20 2.8 -5.3
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -19 2.0 -6.1
PY Principal Value ETF 2.8 15 25 7.4 -0.7
IQM Franklin Intelligent Machines ETF 2.8 50 -10 2.0 -6.1
COPY Tweedy, Browne Insider + Value ETF 2.7 80 -40 12.1 +4.0
WDIV SPDR S&P Global Dividend ETF 2.7 40 0 9.0 +0.9
BUL Pacer US Cash Cows Growth ETF 2.7 60 -20 5.2 -2.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -25 1.9 -6.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.6 43 -3 6.3 -1.9
SPMO Invesco S&P 500 Momentum ETF 2.6 13 27 3.9 -4.2
BUZZ VanEck Social Sentiment ETF 2.6 75 -35 -1.0 -9.1
EQIN Columbia US Equity Income ETF 2.5 35 5 6.7 -1.4
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -50 9.9 +1.8
DON WisdomTree U.S. MidCap Dividend Fund 2.4 38 2 9.4 +1.3
VB Vanguard Small-Cap ETF 2.3 5 35 6.3 -1.8
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 4.7 -3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.0 4 36 6.1 -2.0
STXM Strive Mid-Cap ETF 2.0 18 22 6.6 -1.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -20 7.1 -1.0
VAMO Cambria Value & Momentum ETF 1.9 61 -21 6.5 -1.6
WCEO Hypatia Women CEO ETF 1.8 85 -45 3.2 -5.0
PHO Invesco Water Resources ETF 1.8 60 -20 4.8 -3.3
PIO Invesco Global Water ETF 1.8 75 -35 4.4 -3.7
IBRN iShares Neuroscience and Healthcare ETF 1.8 47 -7 0.0 -8.1
IRET iREIT - MarketVector Quality REIT Index ETF 1.8 60 -20 7.3 -0.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.8 69 -29 -0.8 -8.9
RVER Trenchless Fund ETF 1.8 65 -25 3.0 -5.1
DIV Global X SuperDividend US ETF 1.8 45 -5 10.9 +2.8
FMTM MarketDesk Focused U.S. Momentum ETF 1.8 45 -5 3.0 -5.1
ISCV iShares Morningstar Small Cap Value ETF 1.7 6 34 9.6 +1.5
BLLD JPMorgan Sustainable Infrastructure ETF 1.7 49 -9 5.9 -2.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 13 7.4 -0.7
TINT ProShares Smart Materials ETF 1.7 58 -18 6.0 -2.1
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 12 10.3 +2.2
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 -25 8.5 +0.4
TXS Texas Capital Texas Equity Index ETF 1.7 49 -9 6.0 -2.1
TEXN iShares Texas Equity ETF 1.7 20 20 6.1 -2.0
TIME Clockwise Core Equity & Innovation ETF 1.6 95 -55 3.9 -4.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 -20 4.2 -3.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.6 75 -35 5.0 -3.1
CSD Invesco S&P Spin-Off ETF 1.6 65 -25 4.1 -4.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.6 45 -5 2.4 -5.7
NBDS Neuberger Berman Disrupters ETF 1.6 55 -15 0.7 -7.4
FBOT Fidelity Disruptive Automation ETF 1.6 50 -10 3.4 -4.7
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -20 4.2 -3.9
IBOT Vaneck Robotics ETF 1.6 47 -7 4.0 -4.1
BOTZ Global X Robotics & Artificial Intelligence ETF 1.6 69 -29 2.1 -6.1
BELT iShares Long-Term U.S. Equity Active ETF 1.6 75 -35 3.2 -4.9
ICAP InfraCap Equity Income Fund ETF 1.6 171 -131 4.8 -3.3
ROBO ROBO Global Robotics & Automation Index ETF 1.6 95 -55 3.2 -5.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -20 6.5 -1.6
EVX VanEck Environmental Services ETF 1.6 55 -15 2.7 -5.4
PRNT 3D Printing ETF 1.6 66 -26 1.9 -6.3
AZTD Aztlan Global Stock Selection DM SMID ETF 1.6 75 -35 10.2 +2.1
NVIR Horizon Kinetics Energy and Remediation ETF 1.6 85 -45 6.8 -1.3
MOO VanEck Agribusiness ETF 1.6 53 -13 11.1 +3.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -24 1.2 -7.0
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -12 7.3 -0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -14 7.3 -0.8
SGRT SMART Earnings Growth 30 ETF 1.5 59 -19 1.4 -6.7
STRN SMART Trend 25 ETF 1.5 59 -19 2.2 -5.9
SNSR Global X Internet of Things ETF 1.4 68 -28 4.8 -3.3
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 10.7 +2.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 8.1 -0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.3 47 -7 5.7 -2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -25 8.1 -0.1
VBK Vanguard Small-Cap Growth ETF 1.2 7 33 1.8 -6.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -35 1.1 -7.0
ISCB iShares Morningstar Small-Cap ETF 1.2 4 36 6.3 -1.8
SFYX SoFi Next 500 ETF 1.1 0 40 6.1 -2.0
EZM WisdomTree U.S. MidCap Fund 1.0 38 2 8.9 +0.8
DFAS Dimensional U.S. Small Cap ETF 1.0 26 14 6.8 -1.3
FSGS First Trust SMID Growth Strength ETF 1.0 60 -20 5.2 -2.9
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 7.1 -1.0
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 7.1 -1.0
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 1.0 -7.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 23 6.0 -2.1
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 -15 13.1 +5.0
SMMD iShares Russell 2500 ETF 0.8 15 25 7.0 -1.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.4 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 9.1 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 33 5.9 -2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.6 52 -12 6.3 -1.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 34 3.0 -5.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 0.2 -7.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 -20 7.2 -0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 20 6.3 -1.9
MVPA Miller Value Partners Appreciation ETF 0.5 60 -20 9.1 +1.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 9.1 +1.0
IYJ iShares U.S. Industrials ETF 0.4 40 0 4.8 -3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 25 6.1 -2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 1 4.4 -3.7
TMAT Main Thematic Innovation ETF 0.4 164 -124 -1.5 -9.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 8.5 +0.4
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -28 3.5 -4.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -30 2.2 -5.9
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 22 3.7 -4.4
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.9 -2.3
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.0 70 -30 5.0 -3.1

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:

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 19.3 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.1 %
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.