Running Oak Efficient Growth ETF
ALTAR
Score™		 4.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 22.1x P/Sales
ratio		 2.6x
P/BV
ratio		 3.7x Div.
yield		 1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
RUNN is actively managed to invest in large- and mid-cap US stocks through a value and growth approach with a focus on downside volatility management.

FUND BASICS
Category US Equities
Fund Sponsor Running Oak Capital LLC
Website runningoak.com/
Inception date Jun 08, 2023
Assets (mns) $337
Currency USD
Expense ratio 58 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 54
Wgt avg mkt cap (mns) $97,470
Large cap (>$10bn) 89.1%
Mid cap ($2-10bn) 11.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CASH & OTHER 2.2 %
EATON CORP PLC 1.9 %
BECTON DICKINSON AND CO 1.9 %
NVENT ELECTRIC PLC 1.9 %
INTERCONTINENTALEXCHANGE INC 1.9 %
DARDEN RESTAURANTS INC 1.9 %
EMCOR GROUP INC 1.9 %
CIGNA CORPORATION 1.9 %
CACI INTERNATIONAL INC -CL A 1.9 %
TELEDYNE TECHNOLOGIES INC 1.9 %
Total 19.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.1 %
IRELAND 7.2 %
BRITAIN 1.9 %
CANADA 1.8 %
SWITZERLAND 1.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
5.6% 5.2% -- -- 15.6%

Market Correlations
versus... Beta R-squared
S&P500 0.91 78%
MSCI EAFE 0.61 41%
MSCI Emg. Mkts. 0.44 17%

Technical Indicators
Recent close $34.40
30d moving avg. $34.39
Annualized volatility 13.2%
Short interest (ETF) 0.4%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 27
Turnover 0.3%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $15,998

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 957 potential alternatives to the Running Oak Efficient Growth ETF ETF based on the alternatives' overlap in portfolio holdings with RUNN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RUNN Expense: 58 bp ALTAR Score™: 4.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RUNN
Ticker Fund
Name		 Overlap1
vs RUNN
(%)		 Expense
ratio
(bp)		 Savings
vs RUNN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RUNN
(%)
HUSV First Trust Horizon Managed Volatility Domestic ETF 21.2 70 -12 4.8 -0.1
LVOL American Century Low Volatility ETF 18.6 29 29 4.9 -0.0
FIDU Fidelity MSCI Industrial Index ETF 17.9 8 50 4.4 -0.5
IYJ iShares U.S. Industrials ETF 17.3 40 18 4.7 -0.3
INCE Franklin Income Equity Focus ETF 16.8 29 29 5.6 +0.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 16.6 40 18 5.1 +0.2
VIS Vanguard Industrials ETF 16.2 9 49 4.5 -0.4
POWA Invesco Bloomberg Pricing Power ETF 16.2 40 18 5.3 +0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 16.0 60 -2 4.9 -0.0
XLI Industrial Select Sector SPDR Fund 15.6 8 50 4.4 -0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 15.5 29 29 6.3 +1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.9 25 33 5.5 +0.6
MDCP VictoryShares THB Mid Cap ESG ETF 14.8 55 3 5.6 +0.7
PSET Principal Quality ETF 14.7 15 43 5.3 +0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 14.4 12 46 5.8 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 14.0 25 33 5.4 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 13.8 59 -1 3.9 -1.0
LEAD Siren DIVCON Leaders Dividend ETF 13.3 43 15 4.2 -0.7
SPHQ Invesco S&P 500 Quality ETF 12.8 15 43 5.5 +0.6
LOWV AB US Low Volatility Equity ETF 12.7 48 10 5.1 +0.2
MADE iShares U.S. Manufacturing ETF 12.7 40 18 5.1 +0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 12.7 15 43 4.1 -0.8
SEMG Suncoast Select Growth ETF 12.5 60 -2 4.2 -0.7
PPA Invesco Aerospace & Defense ETF 12.4 58 0 2.4 -2.5
FTCS First Trust Capital Strength ETF 12.4 55 3 5.9 +1.0
FTGS First Trust Growth Strength ETF 12.3 60 -2 4.9 +0.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 12.3 58 0 5.5 +0.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 12.3 52 6 5.6 +0.6
FDLO Fidelity Low Volatility Factor ETF 12.2 15 43 5.3 +0.4
ASLV Allspring Special Large Value ETF 11.9 35 23 6.4 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.9 18 40 5.9 +1.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 11.9 39 19 3.6 -1.3
THRO iShares U.S. Thematic Rotation Active ETF 11.8 90 -32 3.9 -1.0
STXD Strive 1000 Dividend Growth ETF 11.8 35 23 4.8 -0.2
BGDV Bahl & Gaynor Dividend ETF 11.6 45 13 4.6 -0.3
JOET Virtus Terranova US Quality Momentum ETF 11.3 29 29 4.6 -0.3
ADME Aptus Drawdown Managed Equity ETF 11.2 79 -21 4.0 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 11.2 35 23 6.2 +1.2
PDP Invesco Dorsey Wright Momentum ETF 11.1 62 -4 3.8 -1.1
CWS AdvisorShares Focused Equity ETF 10.9 84 -26 5.2 +0.3
KONG Formidable Fortress ETF 10.8 89 -31 6.0 +1.1
PAVE Global X U.S. Infrastructure Development ETF 10.8 47 11 5.2 +0.3
DGRW WisdomTree US Quality Dividend Growth Fund 10.7 28 30 5.4 +0.5
USMV iShares MSCI USA Min Vol Factor ETF 10.7 15 43 5.8 +0.9
CFA VictoryShares US 500 Volatility Wtd ETF 10.7 35 23 5.9 +1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 10.6 40 18 5.8 +0.9
JGRW Jensen Quality Growth ETF 10.6 57 1 4.5 -0.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.6 45 13 5.3 +0.4
QUAL iShares MSCI USA Quality Factor ETF 10.5 15 43 5.4 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 10.5 12 46 5.8 +0.9
EXI iShares Global Industrials ETF 10.4 42 16 4.5 -0.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 10.4 40 18 8.3 +3.4
ZECP Zacks Earnings Consistent Portfolio ETF 10.4 55 3 4.8 -0.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 10.4 60 -2 3.4 -1.5
BLCV iShares Large Cap Value Active ETF 10.4 53 5 7.3 +2.4
CGUS Capital Group Core Equity ETF 10.3 33 25 4.3 -0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.2 15 43 7.6 +2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 10.2 15 43 4.4 -0.5
USXF iShares ESG Advanced MSCI USA ETF 10.2 10 48 4.6 -0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.1 48 10 6.1 +1.2
SHE SPDR MSCI USA Gender Diversity ETF 10.1 20 38 5.0 +0.1
DFVX Dimensional US Large Cap Vector ETF 10.1 22 36 6.1 +1.2
QUS SPDR MSCI USA StrategicFactors ETF 10.1 15 43 5.6 +0.7
OSCV Opus Small Cap Value ETF 10.0 79 -21 6.4 +1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.0 65 -7 3.5 -1.5
VIG Vanguard Dividend Appreciation ETF 9.9 5 53 5.5 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 9.8 39 19 8.2 +3.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 9.8 65 -7 4.9 -0.0
FDWM Fidelity Women's Leadership ETF 9.8 59 -1 4.8 -0.1
GDIV Harbor Dividend Growth Leaders ETF 9.7 50 8 5.2 +0.3
CHGX AXS Change Finance ESG ETF 9.7 49 9 4.7 -0.2
DEUS Xtrackers Russell US Multifactor ETF 9.7 17 41 7.0 +2.1
BIBL Inspire 100 ETF 9.6 35 23 5.0 +0.1
AVLV Avantis U.S. Large Cap Value ETF 9.5 15 43 7.7 +2.8
SPGP Invesco S&P 500 GARP ETF 9.4 34 24 6.5 +1.5
BGIG Bahl & Gaynor Income Growth ETF 9.4 45 13 5.2 +0.3
AUSF Global X Adaptive U.S. Factor ETF 9.4 27 31 8.8 +3.9
USMF WisdomTree U.S. Multifactor Fund 9.4 28 30 7.0 +2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.3 20 38 7.7 +2.8
IWX iShares Russell Top 200 Value ETF 9.3 20 38 6.2 +1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.3 10 48 4.9 -0.0
RNMC First Trust Mid Cap US Equity Select ETF 9.2 60 -2 6.6 +1.6
NULV Nuveen ESG Large-Cap Value ETF 9.2 26 32 6.3 +1.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 9.1 60 -2 9.1 +4.2
EQIN Columbia US Equity Income ETF 9.1 35 23 6.8 +1.9
CAML Congress Large Cap Growth ETF 9.1 66 -8 3.4 -1.5
QUVU Hartford Quality Value ETF 9.1 46 12 7.2 +2.3
IMCG iShares Morningstar Mid-Cap Growth ETF 9.1 6 52 4.0 -1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.1 38 20 6.3 +1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 9.1 9 49 4.8 -0.2
BUL Pacer US Cash Cows Growth ETF 9.0 60 -2 6.6 +1.7
FTDS First Trust Dividend Strength ETF 9.0 70 -12 7.6 +2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 8.9 17 41 5.8 +0.9
SUSA iShares MSCI USA ESG Select ETF 8.9 25 33 4.7 -0.3
DSI iShares MSCI KLD 400 Social ETF 8.9 25 33 4.7 -0.2
HWAY Themes US Infrastructure ETF 8.9 29 29 6.1 +1.2
NULC Nuveen ESG Large-Cap ETF 8.9 21 37 4.6 -0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 8.9 37 21 6.0 +1.0
BEEZ Honeytree U.S. Equity ETF 8.8 64 -6 3.7 -1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.8 29 29 4.5 -0.5
SPXT ProShares S&P 500 Ex-Technology ETF 8.7 9 49 5.5 +0.5
PFM Invesco Dividend Achievers ETF 8.7 53 5 5.2 +0.3
GGRW Gabelli Growth Innovators ETF 8.7 90 -32 2.3 -2.7
ACVF American Conservative Values ETF 8.7 75 -17 4.3 -0.6
MDEV First Trust Indxx Medical Devices ETF 8.7 70 -12 4.6 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.7 15 43 6.6 +1.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.6 35 23 5.9 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 8.6 10 48 6.0 +1.0
VNSE Natixis Vaughan Nelson Select ETF 8.6 80 -22 4.5 -0.4
PCGG Polen Capital Global Growth ETF 8.5 85 -27 3.7 -1.2
SNPE Xtrackers S&P 500 ESG ETF 8.5 10 48 5.0 +0.1
JAVA JPMorgan Active Value ETF 8.5 44 14 6.3 +1.4
JEPI JPMorgan Equity Premium Income ETF 8.5 35 23 5.7 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 8.5 15 43 5.8 +0.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 8.5 60 -2 3.6 -1.3
FSCS First Trust SMID Capital Strength ETF 8.5 60 -2 7.1 +2.1
JMOM JPMorgan U.S. Momentum Factor ETF 8.4 12 46 4.4 -0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.4 9 49 6.1 +1.2
CZAR Themes Natural Monopoly ETF 8.4 35 23 5.6 +0.7
BLCR iShares Large Cap Core Active ETF 8.3 36 22 3.5 -1.4
TMFM Motley Fool Mid-Cap Growth ETF 8.3 85 -27 2.7 -2.2
VFMV Vanguard U.S. Minimum Volatility ETF 8.3 13 45 5.7 +0.8
SWP SWP Growth & Income ETF 8.3 99 -41 4.0 -1.0
OALC OneAscent Large Cap Core ETF 8.3 86 -28 4.0 -0.9
ITAN Sparkline Intangible Value ETF 8.2 50 8 6.4 +1.5
SUSL iShares ESG MSCI USA Leaders ETF 8.2 10 48 4.9 -0.0
QDF FlexShares Quality Dividend Index Fund 8.2 37 21 6.1 +1.2
FLQL Franklin LibertyQ U.S. Equity ETF 8.1 15 43 5.2 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 8.1 11 47 5.1 +0.1
CZA Invesco Zacks Mid-Cap ETF 8.1 72 -14 6.6 +1.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 8.1 49 9 5.8 +0.9
IWD iShares Russell 1000 Value ETF 8.0 19 39 6.4 +1.5
VONV Vanguard Russell 1000 Value ETF 8.0 7 51 6.5 +1.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.0 30 28 8.2 +3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.0 19 39 6.3 +1.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.9 40 18 6.6 +1.6
VOTE TCW Transform 500 ETF 7.9 5 53 4.8 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 7.9 29 29 4.6 -0.4
VEGN US Vegan Climate ETF 7.9 60 -2 4.4 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 7.8 0 58 4.8 -0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 7.8 35 23 5.1 +0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.8 25 33 5.9 +1.0
ESGU iShares ESG Aware MSCI USA ETF 7.8 15 43 4.7 -0.3
JHML John Hancock Multifactor Large Cap ETF 7.8 29 29 5.3 +0.4
FELV Fidelity Enhanced Large Cap Value ETF 7.8 18 40 6.6 +1.7
VOT Vanguard Mid-Cap Growth ETF 7.7 7 51 3.6 -1.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.7 60 -2 6.0 +1.1
TOLL Tema Durable Quality ETF 7.7 75 -17 5.1 +0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.7 2 56 4.8 -0.1
XMHQ Invesco S&P MidCap Quality ETF 7.7 25 33 6.5 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.7 11 47 4.8 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.6 7 51 4.7 -0.2
DSPY Tema S&P 500 Historical Weight ETF 7.6 18 40 5.1 +0.2
FVD First Trust Value Line Dividend Index Fund 7.6 65 -7 6.3 +1.4
PWB Invesco Large Cap Growth ETF 7.6 56 2 3.1 -1.9
GVUS Marketbeta Russell 1000 Value Equity ETF 7.6 12 46 6.5 +1.5
PRAY FIS Christian Stock Fund 7.5 69 -11 5.2 +0.2
MGV Vanguard Mega Cap Value ETF 7.5 7 51 6.5 +1.6
IUSG iShares Core S&P U.S. Growth ETF 7.5 4 54 4.1 -0.8
VALQ American Century U.S. Quality Value ETF 7.5 29 29 7.6 +2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.5 7 51 5.0 +0.1
SHRY First Trust Bloomberg Shareholder Yield ETF 7.5 60 -2 8.1 +3.2
ROE Astoria US Quality Kings ETF 7.5 49 9 6.4 +1.5
MISL First Trust Indxx Aerospace & Defense ETF 7.5 60 -2 2.1 -2.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.5 20 38 4.9 +0.0
STXG Strive 1000 Growth ETF 7.5 18 40 3.8 -1.1
TMDV ProShares Russell US Dividend Growers ETF 7.5 35 23 6.5 +1.6
ROKT SPDR S&P Kensho Final Frontiers ETF 7.5 45 13 2.0 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 7.4 30 28 5.9 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 36 5.6 +0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 7.4 75 -17 5.3 +0.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 7.4 61 -3 6.5 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 7.4 9 49 6.1 +1.2
NULG Nuveen ESG Large-Cap Growth ETF 7.4 26 32 3.3 -1.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 7.4 35 23 5.3 +0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.4 24 34 8.1 +3.1
GSPY Gotham Enhanced 500 ETF 7.4 50 8 5.2 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 7.4 49 9 4.6 -0.3
CSMD Congress SMid Growth ETF 7.4 69 -11 3.8 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.3 9 49 5.1 +0.2
EGUS iShares ESG Aware MSCI USA Growth ETF 7.3 18 40 3.8 -1.1
VOOG Vanguard S&P 500 Growth ETF 7.3 7 51 4.0 -1.0
IVW iShares S&P 500 Growth ETF 7.3 18 40 3.9 -1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 7.3 4 54 4.0 -0.9
FFLC Fidelity Fundamental Large Cap Core ETF 7.3 38 20 4.5 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 7.3 8 50 4.9 -0.0
AVSU Avantis Responsible U.S. Equity ETF 7.3 15 43 5.9 +0.9
SPXE ProShares S&P 500 Ex-Energy ETF 7.3 9 49 4.7 -0.2
MODL VictoryShares WestEnd U.S. Sector ETF 7.3 42 16 4.5 -0.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.3 55 3 4.2 -0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.2 32 26 4.9 -0.0
IHI iShares U.S. Medical Devices ETF 7.2 40 18 4.1 -0.9
XHE SPDR S&P Health Care Equipment ETF 7.2 35 23 3.7 -1.3
BEEX BeeHive ETF 7.2 84 -26 4.2 -0.7
RECS Columbia Research Enhanced Core ETF 7.2 15 43 5.6 +0.7
DIVL Madison Dividend Value ETF 7.2 65 -7 5.8 +0.9
ILCG iShares Morningstar Growth ETF 7.2 4 54 3.6 -1.3
SRHQ SRH U.S. Quality ETF 7.1 35 23 7.5 +2.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 7.1 65 -7 4.7 -0.3
LRGC AB US Large Cap Strategic Equities ETF 7.1 48 10 4.4 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.1 14 44 4.8 -0.1
DFSU Dimensional US Sustainability Core 1 ETF 7.1 18 40 5.3 +0.3
BDIV AAM Brentview Dividend Growth ETF 7.1 49 9 4.5 -0.4
SIZE iShares MSCI USA Size Factor ETF 7.1 15 43 6.1 +1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.1 20 38 4.6 -0.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 7.1 85 -27 8.6 +3.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.0 15 43 4.6 -0.4
TMFX Motley Fool Next Index ETF 7.0 50 8 2.5 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.0 75 -17 7.3 +2.3
PTL Inspire 500 ETF 7.0 9 49 5.1 +0.2
KIE SPDR S&P Insurance ETF 7.0 35 23 6.9 +2.0
JGRO JPMorgan Active Growth ETF 7.0 44 14 3.3 -1.6
STRV Strive 500 ETF 7.0 5 53 4.7 -0.2
SMAP Amplify Small-Mid Cap Equity ETF 7.0 60 -2 5.5 +0.6
ILCB iShares Morningstar U.S. Equity ETF 7.0 3 55 4.7 -0.2
PBUS Invesco MSCI USA ETF 7.0 4 54 4.8 -0.2
IVV iShares Core S&P 500 ETF 7.0 3 55 4.9 -0.0
VOO Vanguard S&P 500 ETF 7.0 3 55 4.9 -0.0
APUE ActivePassive U.S. Equity ETF 7.0 45 13 4.5 -0.4
SPLG SPDR Portfolio S&P 500 ETF 7.0 2 56 4.9 -0.0
SPY SPDR S&P 500 ETF Trust 7.0 9 49 4.8 -0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.0 30 28 4.3 -0.6
IWFG IQ Winslow Focused Large Cap Growth ETF 7.0 65 -7 2.9 -2.0
DFLV Dimensional US Large Cap Value ETF 6.9 22 36 7.7 +2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 6.9 59 -1 2.7 -2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 6.9 28 30 5.9 +1.0
AIEQ AI Powered Equity ETF 6.9 75 -17 3.7 -1.2
MBOX Freedom Day Dividend ETF 6.9 39 19 7.3 +2.4
TAX Cambria Tax Aware ETF 6.9 49 9 4.9 -0.0
AVUS Avantis U.S. Equity ETF 6.9 15 43 5.6 +0.7
XLF Financial Select Sector SPDR Fund 6.9 8 50 5.7 +0.8
SCHX Schwab U.S. Large-Cap ETF 6.9 3 55 4.9 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.9 20 38 6.4 +1.5
IWL iShares Russell Top 200 ETF 6.9 15 43 4.6 -0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 6.9 9 49 4.6 -0.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.9 60 -2 7.3 +2.4
KLMN Invesco MSCI North America Climate ETF 6.9 9 49 4.9 -0.1
JPEF JPMorgan Equity Focus ETF 6.9 50 8 4.2 -0.7
IWB iShares Russell 1000 ETF 6.9 15 43 4.8 -0.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.9 3 55 5.1 +0.1
IYY iShares Dow Jones U.S. ETF 6.9 20 38 4.7 -0.2
XMMO Invesco S&P MidCap Momentum ETF 6.9 34 24 5.5 +0.6
VONE Vanguard Russell 1000 ETF 6.9 7 51 4.8 -0.1
VV Vanguard Large-Cap ETF 6.8 4 54 4.8 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 6.8 18 40 5.1 +0.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 6.8 40 18 5.3 +0.3
JHMM John Hancock Multifactor Mid Cap ETF 6.8 42 16 6.3 +1.4
DFUS Dimensional U.S. Equity ETF 6.8 9 49 4.7 -0.2
RSP Invesco S&P 500 Equal Weight ETF 6.8 20 38 6.6 +1.6
SCHK Schwab 1000 Index ETF 6.8 5 53 4.9 -0.0
FNCL Fidelity MSCI Financials Index ETF 6.8 8 50 6.3 +1.3
RSHO Tema American Reshoring ETF 6.8 75 -17 4.4 -0.5
MGC Vanguard Mega Cap ETF 6.8 7 51 4.6 -0.4
QLC FlexShares US Quality Large Cap Index Fund 6.8 25 33 5.2 +0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 6.8 36 22 4.8 -0.2
AVMC Avantis U.S. Mid Cap Equity ETF 6.8 18 40 6.8 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.7 12 46 4.4 -0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.7 19 39 5.3 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 6.7 20 38 6.2 +1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.7 50 8 4.2 -0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 6.7 20 38 6.9 +2.0
PY Principal Value ETF 6.7 15 43 7.2 +2.3
XVV iShares ESG Screened S&P 500 ETF 6.7 8 50 4.7 -0.2
DUHP Dimensional US High Profitability ETF 6.7 21 37 6.3 +1.4
IWV iShares Russell 3000 ETF 6.6 20 38 4.7 -0.3
VTHR Vanguard Russell 3000 ETF 6.6 7 51 4.8 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 6.6 15 43 4.8 -0.1
VTI Vanguard Total Stock Market ETF 6.6 3 55 4.8 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.6 3 55 4.8 -0.1
LCF Touchstone US Large Cap Focused ETF 6.6 69 -11 4.1 -0.8
SCHB Schwab U.S. Broad Market ETF 6.6 3 55 4.9 -0.0
DFAU Dimensional US Core Equity Market ETF 6.6 12 46 4.9 +0.0
NUMG Nuveen ESG Mid-Cap Growth ETF 6.6 31 27 2.5 -2.4
RGEF Rockefeller Global Equity ETF 6.6 55 3 4.7 -0.2
PRXG Praxis Impact Large Cap Growth ETF 6.6 36 22 3.6 -1.3
IMCB iShares Morningstar Mid-Cap ETF 6.5 4 54 6.0 +1.1
DGRO iShares Core Dividend Growth ETF 6.5 8 50 6.5 +1.6
SCHV Schwab U.S. Large-Cap Value ETF 6.5 4 54 6.6 +1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 6.5 75 -17 4.0 -1.0
RNSC Furst Trust Small Cap US Equity Select ETF 6.5 60 -2 6.0 +1.1
QLTY GMO U.S. Quality ETF 6.5 50 8 4.6 -0.3
SDY SPDR S&P Dividend ETF 6.5 35 23 6.7 +1.7
DTD WisdomTree U.S. Total Dividend Fund 6.5 28 30 6.2 +1.3
CRTC Xtrackers US National Critical Technologies ETF 6.5 35 23 4.7 -0.3
EVUS iShares ESG Aware MSCI USA Value ETF 6.5 18 40 6.5 +1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.5 15 43 7.2 +2.3
DFAC Dimensional U.S. Core Equity 2 ETF 6.5 17 41 5.4 +0.5
IEDI iShares U.S. Consumer Focused ETF 6.5 18 40 5.3 +0.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.4 60 -2 7.2 +2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 6.4 9 49 5.1 +0.2
GLBL Pacer MSCI World Industry Advantage ETF 6.4 65 -7 4.0 -0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.4 10 48 4.3 -0.7
VFH Vanguard Financials ETF 6.4 9 49 6.3 +1.4
SPMV Invesco S&P 500 Minimum Variance ETF 6.4 10 48 5.3 +0.4
VUG Vanguard Growth ETF 6.4 4 54 3.9 -1.0
FLV American Century Focused Large Cap Value ETF 6.4 42 16 6.6 +1.7
DCOR Dimensional US Core Equity 1 ETF 6.4 14 44 5.3 +0.4
INRO iShares U.S. Industry Rotation Active ETF 6.4 42 16 4.2 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 6.3 18 40 4.6 -0.4
XLV Health Care Select Sector SPDR Fund 6.3 8 50 7.8 +2.9
FUNL CornerCap Fundametrics Large-Cap ETF 6.3 50 8 7.2 +2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.3 10 48 4.3 -0.6
SCHG Schwab U.S. Large-Cap Growth ETF 6.3 4 54 3.9 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.3 18 40 7.6 +2.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.3 15 43 7.8 +2.9
TTAC FCF US Quality ETF 6.2 59 -1 6.3 +1.4
IYH iShares U.S. Healthcare ETF 6.2 40 18 7.1 +2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.2 25 33 5.5 +0.6
DURA VanEck Durable High Dividend ETF 6.2 29 29 8.6 +3.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6.2 10 48 5.1 +0.1
NUMV Nuveen ESG Mid-Cap Value ETF 6.1 31 27 6.9 +2.0
VTV Vanguard Value ETF 6.1 4 54 6.8 +1.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.1 48 10 8.2 +3.2
SSPY Syntax Stratified LargeCap ETF 6.1 30 28 6.7 +1.7
ESGV Vanguard ESG U.S. Stock ETF 6.1 9 49 4.6 -0.3
FDLS Inspire Fidelis Multi Factor ETF 6.1 76 -18 5.0 +0.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.1 56 2 6.0 +1.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.1 65 -7 6.4 +1.4
FMDE Fidelity Enhanced Mid Cap ETF 6.1 23 35 5.7 +0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 6.0 50 8 5.6 +0.7
FXH First Trust Health Care AlphaDEX Fund 6.0 62 -4 8.5 +3.5
SPXN ProShares S&P 500 Ex-Financials ETF 6.0 9 49 4.8 -0.1
FNDX Schwab Fundamental US Large Co. Index ETF 6.0 25 33 7.1 +2.2
WTV WisdomTree US Value Fund of Benef Interest 6.0 12 46 8.8 +3.9
NUDV Nuveen ESG Dividend ETF 6.0 26 32 7.6 +2.7
SXQG ETC 6 Meridian Quality Growth ETF 6.0 100 -42 4.6 -0.3
NATO Themes Transatlantic Defense ETF 6.0 35 23 2.4 -2.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.0 12 46 4.4 -0.5
ILCV iShares Morningstar Value ETF 5.9 4 54 6.4 +1.4
IETC iShares U.S. Tech Independence Focused ETF 5.9 18 40 3.6 -1.3
RWL Invesco S&P 500 Revenue ETF 5.9 39 19 6.7 +1.8
SFY SoFi Select 500 ETF 5.9 0 58 4.3 -0.6
RPG Invesco S&P 500 Pure Growth ETF 5.9 35 23 3.2 -1.7
ANEW ProShares MSCI Transformational Changes ETF 5.9 45 13 6.0 +1.1
JSTC Adasina Social Justice All Cap Global ETF 5.8 89 -31 4.8 -0.1
VO Vanguard Mid-Cap ETF 5.8 4 54 5.7 +0.8
VHT Vanguard Health Care ETF 5.8 9 49 6.1 +1.2
NANC Unusual Whales Subversive Democratic Trading ETF 5.8 75 -17 3.6 -1.3
TOV JLens 500 Jewish Advocacy U.S. ETF 5.7 18 40 4.5 -0.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 5.7 49 9 9.4 +4.5
VSLU Applied Finance Valuation Large Cap ETF 5.7 49 9 5.5 +0.6
TOK iShares MSCI Kokusai ETF 5.7 26 32 4.9 +0.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.6 65 -7 -1.4 -6.3
FNDB Schwab Fundamental US Broad Market Index ETF 5.6 25 33 7.1 +2.2
BFOR ALPS Barron's 400 ETF 5.6 65 -7 5.9 +1.0
RDVY First Trust Rising Dividend Achievers ETF 5.6 50 8 6.7 +1.8
FHLC Fidelity MSCI Health Care Index ETF 5.6 8 50 6.4 +1.5
MDY SPDR S&P Midcap 400 ETF Trust 5.6 24 34 7.1 +2.1
BCDF Horizon Kinetics Blockchain Development ETF 5.6 85 -27 4.1 -0.8
IWP iShares Russell Mid-Cap Growth ETF 5.6 23 35 3.4 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 5.6 12 46 7.0 +2.1
IJH iShares Core S&P Mid-Cap ETF 5.6 5 53 7.2 +2.3
FBOT Fidelity Disruptive Automation ETF 5.5 50 8 3.6 -1.3
IYF iShares U.S. Financials ETF 5.5 40 18 5.7 +0.8
NUKZ Range Nuclear Renaissance Index ETF 5.5 85 -27 1.9 -3.0
AVUQ Avantis U.S. Quality ETF 5.5 15 43 4.3 -0.6
IXJ iShares Global Healthcare ETF 5.5 42 16 7.3 +2.4
FITE SPDR S&P Kensho Future Security ETF 5.5 45 13 1.5 -3.4
AVMV Avantis U.S. Mid Cap Value ETF 5.5 20 38 8.6 +3.7
FDHT Fidelity Digital Health ETF 5.5 39 19 0.8 -4.1
GLRY Inspire Faithward Mid Cap Momentum ETF 5.5 80 -22 5.8 +0.9
HKND Humankind US Stock ETF 5.5 11 47 7.1 +2.1
PFI Invesco Dorsey Wright Financial Momentum ETF 5.5 60 -2 6.4 +1.5
LRGF iShares U.S. Equity Factor ETF 5.5 8 50 5.3 +0.4
PKB Invesco Building & Construction ETF 5.5 62 -4 4.3 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 5.5 59 -1 4.3 -0.6
IWF iShares Russell 1000 Growth ETF 5.5 19 39 4.3 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.5 12 46 5.1 +0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.5 65 -7 3.6 -1.3
BRIF FIS Bright Portfolios Focused Equity ETF 5.5 65 -7 4.8 -0.1
AGRW Allspring LT Large Growth ETF 5.5 35 23 3.5 -1.5
TMFG Motley Fool Global Opportunities ETF 5.4 85 -27 3.9 -1.0
KRMA Global X Conscious Companies ETF 5.4 43 15 5.8 +0.9
VONG Vanguard Russell 1000 Growth ETF 5.4 7 51 4.4 -0.5
MGK Vanguard Mega Cap Growth ETF 5.4 7 51 4.0 -0.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.4 75 -17 5.3 +0.4
CGGR Capital Group Growth ETF 5.4 39 19 3.0 -1.9
SNPV Xtrackers S&P 500 Value ESG ETF 5.4 15 43 6.7 +1.8
LQPE PEO AlphaQuest Thematic PE ETF 5.4 125 -67 5.2 +0.2
URTH iShares MSCI World ETF 5.4 24 34 5.0 +0.1
DXUV Dimensional US Vector Equity ETF 5.4 28 30 6.1 +1.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.4 60 -2 7.6 +2.7
VLU SPDR S&P 1500 Value Tilt ETF 5.4 12 46 7.3 +2.4
FINX Global X FinTech ETF 5.4 68 -10 2.1 -2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 5.4 35 23 7.1 +2.1
IVOO Vanguard S&P Mid-Cap 400 ETF 5.4 7 51 7.3 +2.4
KOCG FIS Knights of Columbus Global Belief ETF 5.3 75 -17 5.2 +0.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.3 40 18 7.1 +2.2
EPS WisdomTree U.S. LargeCap Fund 5.3 8 50 5.6 +0.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.3 3 55 7.2 +2.3
PRXV Praxis Impact Large Cap Value ETF 5.3 36 22 6.4 +1.5
DEMZ Democratic Large Cap Core ETF 5.3 45 13 4.4 -0.5
USSE Segall Bryant & Hamill Select Equity ETF 5.3 65 -7 4.2 -0.7
IWY iShares Russell Top 200 Growth ETF 5.3 20 38 4.4 -0.5
ABLD Abacus FCF Real Assets Leaders ETF 5.3 69 -11 6.7 +1.8
FEX First Trust Large Cap Core AlphaDEX Fund 5.3 59 -1 5.8 +0.9
JHDV John Hancock U.S. High Dividend ETF 5.2 34 24 6.5 +1.6
GQQQ Astoria US Quality Growth Kings ETF 5.2 35 23 4.5 -0.4
ACSI American Customer Satisfaction ETF 5.2 65 -7 4.7 -0.2
USRD Themes US R&D Champions ETF 5.2 29 29 4.5 -0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.2 20 38 5.5 +0.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.2 49 9 4.4 -0.5
FMKT The Free Markets ETF 5.1 76 -18 1.5 -3.4
VUSE Vident U.S. Equity Strategy ETF 5.1 50 8 4.5 -0.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.1 57 1 3.6 -1.3
TMFC Motley Fool 100 Index ETF 5.1 50 8 3.4 -1.5
FVAL Fidelity Value Factor ETF 5.1 15 43 6.8 +1.8
QTOP iShares Nasdaq Top 30 Stocks ETF 5.1 20 38 4.0 -0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.1 15 43 8.8 +3.9
FLRG Fidelity U.S. Multifactor ETF 5.1 15 43 6.8 +1.9
IUS Invesco RAFI Strategic US ETF 5.0 19 39 6.8 +1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.0 29 29 6.3 +1.4
DFUV Dimensional US Marketwide Value ETF 5.0 22 36 7.4 +2.5
EQWL Invesco S&P 100 Equal Weight ETF 5.0 25 33 6.2 +1.3
DIVB iShares Core Dividend ETF 5.0 5 53 8.1 +3.2
IWR iShares Russell Midcap ETF 5.0 19 39 5.7 +0.8
LCLG Logan Capital Broad Innovative Growth ETF 5.0 99 -41 3.8 -1.2
FXL First Trust Technology AlphaDEX Fund 4.9 61 -3 5.1 +0.2
FDFF Fidelity Disruptive Finance ETF 4.9 50 8 4.2 -0.7
EMOT First Trust S&P 500 Economic Moat ETF 4.9 60 -2 7.9 +3.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.9 45 13 5.1 +0.2
RNIN Bushido Capital US SMID Cap Equity ETF 4.9 70 -12 10.2 +5.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.9 40 18 5.4 +0.4
RVRB Reverb ETF 4.9 30 28 4.5 -0.5
SURE AdvisorShares Insiders Advantage ETF 4.8 90 -32 9.5 +4.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.8 60 -2 5.7 +0.8
GOP Unusual Whales Subversive Republican Trading ETF 4.8 50 8 5.4 +0.5
KLMT Invesco MSCI Global Climate 500 ETF 4.8 10 48 5.6 +0.7
ACWI iShares MSCI ACWI ETF 4.8 32 26 5.4 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.8 9 49 5.6 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.8 15 43 4.5 -0.4
VYM Vanguard High Dividend Yield Index ETF 4.7 6 52 6.9 +2.0
PEXL Pacer US Export Leaders ETF 4.7 60 -2 4.4 -0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.7 15 43 7.6 +2.7
IWS iShares Russell Mid-Cap Value ETF 4.7 23 35 6.7 +1.8
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 43 3.4 -1.5
VOOV Vanguard S&P 500 Value ETF 4.7 7 51 6.3 +1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.7 24 34 7.6 +2.6
IVE iShares S&P 500 Value ETF 4.7 18 40 6.2 +1.2
SPYV SPDR Portfolio S&P 500 Value ETF 4.7 4 54 6.3 +1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 4.7 5 53 7.9 +3.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.7 35 23 4.1 -0.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.6 20 38 4.4 -0.5
IXG iShares Global Financials ETF 4.6 42 16 6.5 +1.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 4.6 68 -10 2.4 -2.6
LIVR Intelligent Livermore ETF 4.6 69 -11 5.2 +0.2
DTEC ALPS Disruptive Technologies ETF 4.6 50 8 3.8 -1.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.6 58 0 4.6 -0.4
BLES Inspire Global Hope ETF 4.6 61 -3 6.7 +1.8
DVND Touchstone Dividend Select ETF 4.6 67 -9 5.5 +0.6
OEF iShares S&P 100 ETF 4.6 20 38 4.4 -0.5
ROUS Hartford Multifactor US Equity ETF 4.6 19 39 6.9 +2.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.5 49 9 4.6 -0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.5 50 8 8.1 +3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -22 4.3 -0.6
YOKE Yoke Core ETF 4.5 42 16 4.3 -0.6
IUSV iShares Core S&P US Value ETF 4.5 4 54 6.4 +1.5
AFLG First Trust Active Factor Large Cap ETF 4.5 55 3 6.2 +1.3
FBCV Fidelity Blue Chip Value ETF 4.5 59 -1 7.3 +2.4
XMLV Invesco S&P MidCap Low Volatility ETF 4.5 25 33 7.6 +2.6
ULVM VictoryShares US Value Momentum ETF 4.5 20 38 7.2 +2.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.5 49 9 3.7 -1.2
MAGA Point Bridge America First ETF 4.5 72 -14 5.8 +0.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.4 29 29 6.5 +1.6
QQQ Invesco QQQ Trust Series I 4.4 20 38 4.0 -0.9
QQQM Invesco NASDAQ 100 ETF 4.4 15 43 4.0 -0.9
RAFE PIMCO RAFI ESG U.S. ETF 4.4 29 29 7.0 +2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.4 52 6 6.2 +1.3
SIXL ETC 6 Meridian Low Beta Equity ETF 4.4 80 -22 6.2 +1.3
XLG Invesco S&P 500 Top 50 ETF 4.4 20 38 4.0 -0.9
PKW Invesco Buyback Achievers ETF 4.4 62 -4 7.1 +2.2
FFND Future Fund Active ETF 4.4 100 -42 4.2 -0.7
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 23 7.1 +2.2
VT Vanguard Total World Stock ETF 4.3 6 52 5.7 +0.8
VOE Vanguard Mid-Cap Value ETF 4.3 7 51 7.6 +2.7
IGM iShares Expanded Tech Sector ETF 4.3 41 17 3.7 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.3 7 51 5.9 +1.0
QGRO American Century U.S. Quality Growth ETF 4.3 29 29 3.5 -1.5
FLDZ RiverNorth Patriot ETF 4.2 75 -17 6.1 +1.2
FDTX Fidelity Disruptive Technology ETF 4.2 50 8 2.6 -2.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.2 25 33 5.3 +0.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 0 4.1 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 4.2 20 38 4.1 -0.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.2 49 9 3.7 -1.2
COWZ Pacer US Cash Cows 100 ETF 4.2 49 9 9.5 +4.6
HLAL Wahed FTSE USA Shariah ETF 4.2 50 8 4.6 -0.3
TPHD Timothy Plan High Dividend Stock ETF 4.1 52 6 7.1 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.1 54 4 7.1 +2.1
ARKX ARK Space Exploration & Innovation ETF 4.1 75 -17 -0.3 -5.3
VFQY Vanguard U.S. Quality Factor ETF 4.1 13 45 6.3 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 64 -6 2.1 -2.8
PINK Simplify Health Care ETF 4.1 50 8 1.0 -4.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.1 61 -3 1.3 -3.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.1 80 -22 7.8 +2.9
SMLF iShares U.S. SmallCap Equity Factor ETF 4.0 15 43 5.7 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 19 6.7 +1.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.0 40 18 3.6 -1.3
IMCV iShares Morningstar Mid-Cap Value ETF 4.0 6 52 8.1 +3.1
BUYZ Franklin Disruptive Commerce ETF 3.9 50 8 2.1 -2.8
REVS Columbia Research Enhanced Value ETF 3.9 19 39 7.5 +2.6
CGGO Capital Group Global Growth Equity ETF 3.9 47 11 4.6 -0.3
HLGE Hartford Longevity Economy ETF 3.9 44 14 -0.4 -5.3
SCHM Schwab U.S. Mid-Cap ETF 3.9 4 54 6.5 +1.6
CGDG Capital Group Dividend Growers ETF 3.9 47 11 6.2 +1.3
VOLT Tema Electrification ETF 3.8 75 -17 2.8 -2.2
XLK Technology Select Sector SPDR Fund 3.8 8 50 4.4 -0.6
VFMF Vanguard U.S. Multifactor ETF 3.8 18 40 7.8 +2.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.8 20 38 2.4 -2.5
JVAL JPMorgan U.S. Value Factor ETF 3.8 12 46 7.9 +3.0
OCFS Otter Creek Focus Strategy ETF 3.8 85 -27 4.0 -0.9
DIVS SmartETFs Dividend Builder ETF 3.8 65 -7 5.0 +0.1
ONEQ Fidelity Nasdaq Composite Index ETF 3.8 21 37 3.6 -1.3
QVAL Alpha Architect US Quantitative Value ETF 3.7 39 19 9.6 +4.6
ITA iShares U.S. Aerospace & Defense ETF 3.7 40 18 1.9 -3.0
XAR SPDR S&P Aerospace & Defense ETF 3.7 35 23 2.0 -3.0
SHLD Global X Defense Tech ETF 3.7 50 8 3.1 -1.9
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -7 5.3 +0.4
IYW iShares U.S. Technology ETF 3.7 40 18 3.7 -1.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -27 3.9 -1.1
ZAP Global X U.S. Electrification ETF 3.7 50 8 4.1 -0.9
MOTO SmartETFs Smart Transportation & Technology ETF 3.7 68 -10 7.1 +2.2
MID American Century Mid Cap Growth Impact ETF 3.7 45 13 3.2 -1.8
IBAT iShares Energy Storage & Materials ETF 3.7 47 11 3.4 -1.5
BBH VanEck Biotech ETF 3.7 35 23 5.6 +0.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.7 60 -2 3.9 -1.0
WCEO Hypatia Women CEO ETF 3.7 85 -27 3.7 -1.2
FEGE First Eagle Global Equity ETF 3.6 79 -21 6.8 +1.8
EDOW First Trust Dow 30 Equal Weight ETF 3.6 50 8 5.4 +0.5
DIA SPDR Dow Jones Industrial Average ETF Trust 3.6 16 42 5.4 +0.5
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -27 1.9 -3.0
AGQI First Trust Active Global Quality Income ETF 3.6 85 -27 4.8 -0.1
EVX VanEck Environmental Services ETF 3.6 55 3 2.3 -2.7
DUSA Davis Select U.S. Equity ETF 3.6 61 -3 7.2 +2.3
HEAL Global X HealthTech ETF 3.6 50 8 -0.6 -5.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 3.6 65 -7 1.1 -3.9
VFLO VictoryShares Free Cash Flow ETF 3.6 39 19 10.3 +5.4
EATZ AdvisorShares Restaurant ETF 3.6 101 -43 7.5 +2.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.6 43 15 6.0 +1.1
STXV Strive 1000 Value ETF 3.6 18 40 7.9 +3.0
GVIP Goldman Sachs Hedge Industry VIP ETF 3.6 45 13 3.1 -1.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.6 75 -17 4.5 -0.4
FSMD Fidelity Small-Mid Multifactor ETF 3.6 15 43 6.9 +2.0
AIRR First Trust RBA American Industrial Renaissance ETF 3.6 70 -12 4.8 -0.1
BKWO BNY Mellon Women's Opportunities ETF 3.6 50 8 3.6 -1.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.6 70 -12 4.6 -0.3
QGRW WisdomTree U.S. Quality Growth Fund 3.6 28 30 4.1 -0.9
XPND First Trust Expanded Technology ETF 3.6 65 -7 3.8 -1.2
BGRO iShares Large Cap Growth Active ETF 3.6 55 3 3.0 -1.9
AGNG Global X Aging Population ETF 3.6 50 8 4.9 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 45 2.9 -2.1
DANA Dana Unconstrained Equity ETF 3.6 50 8 2.9 -2.0
MAVF Matrix Advisors Value ETF 3.6 75 -17 5.5 +0.6
LOGO Alpha Brands Consumption Leaders ETF 3.5 69 -11 3.0 -2.0
TOPT iShares Top 20 U.S. Stocks ETF 3.5 20 38 3.8 -1.1
RND First Trust Bloomberg R&D Leaders ETF 3.5 60 -2 3.5 -1.4
XLY Consumer Discretionary Select Sector SPDR Fund 3.5 8 50 4.6 -0.4
FIW First Trust Water ETF 3.5 53 5 4.7 -0.2
TMAT Main Thematic Innovation ETF 3.5 164 -106 -1.5 -6.4
EBI Longview Advantage ETF 3.5 35 23 6.4 +1.5
GK AdvisorShares Gerber Kawasaki ETF 3.5 75 -17 2.4 -2.6
SUPL ProShares Supply Chain Logistics ETF 3.5 58 0 11.9 +7.0
XTN SPDR S&P Transportation ETF 3.5 35 23 4.9 -0.0
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.5 56 2 0.3 -4.7
GLOF iShares Global Equity Factor ETF 3.5 20 38 6.4 +1.4
IGV iShares Expanded Tech-Software Sector ETF 3.5 41 17 2.6 -2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 3.5 42 16 5.3 +0.4
IYG iShares US Financial Services ETF 3.4 40 18 5.2 +0.3
HDUS Hartford Disciplined US Equity ETF 3.4 19 39 5.6 +0.7
FTA First Trust Large Cap Value AlphaDEX Fund 3.4 59 -1 8.9 +4.0
STXM Strive Mid-Cap ETF 3.4 18 40 6.1 +1.1
MBCC Monarch Blue Chips Core ETF 3.4 125 -67 4.2 -0.8
MILN Global X Millennial Consumer ETF 3.4 50 8 3.6 -1.3
RTH VanEck Retail ETF 3.4 35 23 5.4 +0.4
OPTZ Optimize Strategy Index ETF 3.4 50 8 4.5 -0.5
SMRI Bushido Capital US Equity ETF 3.4 71 -13 9.5 +4.5
EQRR ProShares Equities for Rising Rates ETF 3.4 35 23 8.0 +3.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.4 8 50 4.3 -0.6
FMED Fidelity Disruptive Medicine ETF 3.4 50 8 -1.1 -6.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.4 60 -2 4.6 -0.3
ABOT Abacus FCF Innovation Leaders ETF 3.3 69 -11 4.5 -0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.3 15 43 5.6 +0.7
BMED Future Health ETF 3.3 85 -27 0.5 -4.5
GQI Natixis Gateway Quality Income ETF 3.3 34 24 5.0 +0.1
FQAL Fidelity Quality Factor ETF 3.3 15 43 5.6 +0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 54 6.0 +1.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.2 40 18 4.0 -1.0
BPAY BlackRock Future Financial and Technology ETF 3.2 70 -12 7.5 +2.5
IYT iShares US Transportation ETF 3.2 40 18 5.1 +0.2
GVLU Gotham 1000 Value ETF 3.2 50 8 8.8 +3.9
DWLD Davis Select Worldwide ETF 3.2 63 -5 6.9 +2.0
VCR Vanguard Consumer Discretionary ETF 3.1 9 49 4.3 -0.7
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 38 6.7 +1.8
MEDI Harbor Health Care ETF 3.1 80 -22 -1.4 -6.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.1 15 43 5.9 +1.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.1 68 -10 2.4 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 43 6.9 +2.0
IYC iShares U.S. Consumer Discretionary ETF 3.1 40 18 3.7 -1.2
DRIV Global X Autonomous & Electric Vehicles ETF 3.0 68 -10 4.7 -0.2
VBK Vanguard Small-Cap Growth ETF 3.0 7 51 1.9 -3.0
FTEC Fidelity MSCI Information Technology Index ETF 3.0 8 50 3.8 -1.1
PHO Invesco Water Resources ETF 3.0 60 -2 4.4 -0.5
ETHO Etho Climate Leadership U.S. ETF 3.0 47 11 5.2 +0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.0 7 51 7.4 +2.5
FDG American Century Focused Dynamic Growth ETF 3.0 45 13 1.9 -3.0
VB Vanguard Small-Cap ETF 3.0 5 53 6.0 +1.1
ABIG Argent Large Cap ETF 2.9 49 9 5.1 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.9 45 13 4.4 -0.6
FCPI Fidelity Stocks for Inflation ETF 2.9 15 43 7.4 +2.5
VBR Vanguard Small Cap Value ETF 2.9 7 51 9.0 +4.1
SPMO Invesco S&P 500 Momentum ETF 2.9 13 45 3.5 -1.5
RWK Invesco S&P MidCap 400 Revenue ETF 2.9 39 19 9.3 +4.4
XRT SPDR S&P Retail ETF 2.9 35 23 8.1 +3.2
GRPM Invesco S&P MidCap 400 GARP ETF 2.9 35 23 7.4 +2.4
RXI iShares Global Consumer Discretionary ETF 2.9 41 17 9.0 +4.1
WLDR Affinity World Leaders Equity ETF 2.9 67 -9 7.3 +2.4
IOO iShares Global 100 ETF 2.9 41 17 4.7 -0.3
BWEB Bitwise Web3 ETF 2.9 85 -27 -0.2 -5.1
SMOT VanEck Morningstar SMID Moat ETF 2.8 49 9 6.5 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 2.8 38 20 8.8 +3.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 -2 6.8 +1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -7 7.8 +2.9
SPHB Invesco S&P 500 High Beta ETF 2.8 25 33 4.5 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -2 4.1 -0.8
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -27 3.9 -1.0
TRFM AAM Transformers ETF 2.8 49 9 1.2 -3.7
ARKQ ARK Autonomous Technology & Robotics ETF 2.8 75 -17 0.4 -4.5
IFRA iShares U.S. Infrastructure ETF 2.7 30 28 6.5 +1.6
KCE SPDR S&P Capital Markets ETF 2.7 35 23 5.4 +0.5
FDVV Fidelity High Dividend ETF 2.7 15 43 7.5 +2.6
FPAG FPA Global Equity ETF 2.6 49 9 5.7 +0.8
GINN Goldman Sachs Innovate Equity ETF 2.6 52 6 3.5 -1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.6 50 8 5.2 +0.3
AFMC First Trust Active Factor Mid Cap ETF 2.6 65 -7 8.2 +3.3
RFFC ALPS Active Equity Opportunity ETF 2.6 48 10 4.3 -0.6
DFNV Donoghue Forlines Innovation ETF 2.6 69 -11 4.5 -0.4
SMMD iShares Russell 2500 ETF 2.6 15 43 6.0 +1.1
CGDV Capital Group Dividend Value ETF 2.5 33 25 4.5 -0.4
LST Leuthold Select Industries ETF 2.5 91 -33 4.9 +0.0
HGRO Hedgeye Quality Growth ETF 2.5 70 -12 3.3 -1.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.4 30 28 6.4 +1.4
VXF Vanguard Extended Market ETF 2.4 5 53 4.5 -0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.4 60 -2 5.3 +0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -12 2.7 -2.2
FTXR First Trust Nasdaq Transportation ETF 2.3 60 -2 8.7 +3.8
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 52 2.8 -2.1
SHPP Pacer Industrials and Logistics ETF 2.3 60 -2 8.6 +3.7
VGT Vanguard Information Technology ETF 2.3 9 49 3.8 -1.2
IXN iShares Global Tech ETF 2.3 41 17 3.5 -1.4
FDMO Fidelity Momentum Factor ETF 2.3 15 43 3.6 -1.4
ICAP InfraCap Equity Income Fund ETF 2.3 171 -113 6.0 +1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.3 20 38 6.3 +1.4
CLOD Themes Cloud Computing ETF 2.2 35 23 3.0 -1.9
XITK SPDR FactSet Innovative Technology ETF 2.2 45 13 -0.3 -5.2
SFYX SoFi Next 500 ETF 2.1 0 58 5.6 +0.7
PID Invesco International Dividend Achievers ETF 2.0 53 5 5.5 +0.6
BLOK Amplify Transformational Data Sharing ETF 2.0 75 -17 -0.4 -5.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 -2 9.2 +4.3
DGT SPDR Global Dow ETF 2.0 50 8 6.9 +2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.0 60 -2 3.9 -1.0
GSFP Goldman Sachs Future Planet Equity ETF 1.9 75 -17 4.8 -0.1
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.9 79 -21 4.8 -0.1
GRNY Fundstrat Granny Shots US Large Cap ETF 1.9 75 -17 2.5 -2.5
QTUM Defiance Quantum ETF 1.9 40 18 5.1 +0.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.9 20 38 9.5 +4.6
KNO AXS Knowledge Leaders ETF 1.9 78 -20 6.0 +1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.9 39 19 8.4 +3.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.9 27 31 7.0 +2.1
CBSE Clough Select Equity ETF 1.9 85 -27 0.8 -4.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 19 3.3 -1.6
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 45 10.0 +5.1
IHF iShares U.S. Healthcare Providers ETF 1.9 40 18 8.4 +3.4
XHS SPDR S&P Health Care Services ETF 1.9 35 23 3.1 -1.8
IHAK iShares Cybersecurity & Tech ETF 1.9 47 11 4.0 -0.9
SPAM Themes Cybersecurity ETF 1.9 35 23 2.0 -3.0
IBOT Vaneck Robotics ETF 1.9 47 11 4.2 -0.8
ABFL Abacus FCF Leaders ETF 1.9 59 -1 5.2 +0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.9 75 -17 4.9 -0.0
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.9 60 -2 3.3 -1.6
JETS U.S. Global Jets ETF 1.9 60 -2 2.7 -2.2
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 0 7.4 +2.5
XHB SPDR S&P Homebuilders ETF 1.9 35 23 10.5 +5.6
CIBR First Trust NASDAQ Cybersecurity ETF 1.9 60 -2 3.9 -1.0
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 22 9.5 +4.6
ISRA VanEck Israel ETF 1.9 59 -1 7.3 +2.4
ITEQ BlueStar Israel Technology ETF 1.9 75 -17 1.6 -3.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -9 9.8 +4.8
SNSR Global X Internet of Things ETF 1.9 68 -10 4.4 -0.6
ABEQ Absolute Select Value ETF 1.9 85 -27 4.7 -0.3
NETZ TCW Transform Systems ETF 1.9 75 -17 2.4 -2.5
IDU iShares U.S. Utilities ETF 1.9 40 18 4.8 -0.2
CCSO Carbon Collective Climate Solutions US Equity ETF 1.9 35 23 1.0 -3.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.9 18 40 8.6 +3.7
IBB iShares Biotechnology ETF 1.8 45 13 0.5 -4.5
EIRL iShares MSCI Ireland ETF 1.8 50 8 8.6 +3.7
EBIZ Global X E-Commerce ETF 1.8 50 8 3.6 -1.3
KNCT Invesco Next Gen Connectivity ETF 1.8 40 18 4.6 -0.3
FLSW Franklin FTSE Switzerland ETF 1.8 9 49 6.4 +1.5
EWL iShares MSCI Switzerland ETF 1.8 50 8 6.3 +1.4
ISHP First Trust Nasdaq Retail ETF 1.8 60 -2 5.2 +0.3
MGRO VanEck Morningstar Wide Moat Growth ETF 1.8 49 9 4.6 -0.4
SAMM Strategas Macro Momentum ETF 1.8 66 -8 2.2 -2.7
PIO Invesco Global Water ETF 1.8 75 -17 4.3 -0.7
BITQ Bitwise Crypto Industry Innovators ETF 1.8 85 -27 -2.3 -7.2
USMC Principal U.S. Mega-Cap ETF 1.8 12 46 4.3 -0.7
AOTG AOT Growth and Innovation ETF 1.8 75 -17 1.7 -3.2
RW Rainwater Equity ETF 1.8 125 -67 2.9 -2.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.8 60 -2 -2.6 -7.5
NBDS Neuberger Berman Disrupters ETF 1.8 55 3 0.7 -4.2
XNTK SPDR NYSE Technology ETF 1.8 35 23 3.4 -1.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 10 48 8.8 +3.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.8 61 -3 7.1 +2.2
YALL God Bless America ETF 1.8 65 -7 3.6 -1.3
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 38 8.7 +3.8
XSW SPDR S&P Software & Services ETF 1.8 35 23 2.1 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -21 4.4 -0.6
MDYV SPDR S&P 400 Mid Cap Value ETF 1.8 15 43 8.6 +3.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 18 5.3 +0.4
OCEN IQ Clean Oceans ETF 1.8 45 13 6.0 +1.1
PRNT 3D Printing ETF 1.8 66 -8 1.2 -3.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.8 52 6 6.3 +1.4
EBLU Ecofin Global Water ESG Fund 1.8 40 18 4.3 -0.7
AQWA Global X Clean Water ETF 1.8 50 8 5.0 +0.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 28 7.5 +2.6
NUSC Nuveen ESG Small-Cap ETF 1.8 31 27 5.2 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 33 7.7 +2.8
FCOM Fidelity MSCI Communication Services Index ETF 1.7 8 50 4.3 -0.7
WUGI AXS Esoterica NextG Economy ETF 1.7 75 -17 2.2 -2.7
ARKW ARK Next Generation Internet ETF 1.7 87 -29 -0.4 -5.3
FDN First Trust Dow Jones Internet Index Fund 1.7 52 6 3.0 -1.9
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -17 2.9 -2.0
PNQI Invesco NASDAQ Internet ETF 1.7 60 -2 3.2 -1.7
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 1.7 40 18 5.3 +0.4
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -17 3.0 -2.0
IXP iShares Global Comm Services ETF 1.7 42 16 5.3 +0.4
XLC Communication Services Select Sector SPDR Fund 1.7 8 50 4.8 -0.2
XLSR SPDR SSGA U.S. Sector Rotation ETF 1.7 70 -12 4.8 -0.2
SFYF SoFi Social 50 ETF 1.7 29 29 0.4 -4.6
VOX Vanguard Communication Services ETF 1.7 9 49 4.3 -0.6
DIVZ TrueShares Low Volatility Equity Income ETF 1.7 65 -7 6.6 +1.6
FMAT Fidelity MSCI Materials Index ETF 1.7 8 50 6.1 +1.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.7 60 -2 6.0 +1.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.7 40 18 7.8 +2.9
IYM iShares U.S. Basic Materials ETF 1.7 40 18 6.0 +1.1
MXI iShares Global Materials ETF 1.7 41 17 7.5 +2.6
XLB Materials Select Sector SPDR Fund 1.7 8 50 6.4 +1.5
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.7 59 -1 4.2 -0.7
VAW Vanguard Materials ETF 1.7 9 49 6.1 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 41 5.6 +0.6
VICE AdvisorShares Vice ETF 1.7 99 -41 6.1 +1.2
VLUE iShares MSCI USA Value Factor ETF 1.7 15 43 9.2 +4.3
LYLD Cambria Large Cap Shareholder Yield ETF 1.7 59 -1 9.5 +4.6
UFO Procure Space ETF 1.7 75 -17 0.2 -4.7
LGCF Themes US Cash Flow Champions ETF 1.6 30 28 8.2 +3.3
TTAI FCF International Quality ETF 1.6 59 -1 7.3 +2.4
AIQ Global X Artificial Intelligence & Technology ETF 1.6 68 -10 3.6 -1.3
ARTY iShares Future AI & Tech ETF 1.6 47 11 3.4 -1.5
ABLG Abacus FCF International Leaders ETF 1.6 59 -1 6.7 +1.8
CCMG CCM Global Equity ETF 1.6 34 24 8.3 +3.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.6 47 11 5.8 +0.9
PPIE Putnam PanAgora ESG International Equity ETF 1.6 49 9 7.3 +2.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 19 7.5 +2.5
ZIG Acquirers Fund 1.6 84 -26 18.2 +13.3
TOGA Tremblant Global ETF 1.6 69 -11 1.7 -3.2
JGLO JPMorgan Global Select Equity ETF 1.6 33 25 4.9 +0.0
FBCG Fidelity Blue Chip Growth ETF 1.6 59 -1 2.7 -2.2
VFVA Vanguard U.S. Value Factor ETF 1.5 13 45 10.7 +5.8
SCHD Schwab US Dividend Equity ETF 1.5 6 52 9.8 +4.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -22 6.7 +1.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 19 -1.3 -6.2
ARKF ARK Fintech Innovation ETF 1.5 75 -17 -0.5 -5.4
ISCB iShares Morningstar Small-Cap ETF 1.5 4 54 6.1 +1.2
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 44 5.3 +0.3
HELX Franklin Genomic Advancements ETF 1.5 50 8 -0.3 -5.2
XDAT Franklin Exponential Data ETF 1.5 50 8 2.0 -2.9
PWV Invesco Large Cap Value ETF 1.4 55 3 7.0 +2.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.4 35 23 6.6 +1.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -2 7.2 +2.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.4 35 23 7.8 +2.9
PSCI Invesco S&P SmallCap Industrials ETF 1.4 29 29 5.0 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.4 38 20 7.8 +2.8
RPV Invesco S&P 500 Pure Value ETF 1.4 35 23 10.3 +5.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -27 6.7 +1.8
CGW Invesco S&P Global Water Index ETF 1.3 57 1 4.7 -0.3
EZM WisdomTree U.S. MidCap Fund 1.3 38 20 8.9 +4.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -37 0.5 -4.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.3 20 38 4.3 -0.7
EFRA iShares Environmental Infrastructure and Industrials ETF 1.3 47 11 5.2 +0.3
PAWZ ProShares Pet Care ETF 1.3 50 8 3.9 -1.1
HDV iShares Core High Dividend ETF 1.3 8 50 7.3 +2.4
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 9 6.1 +1.2
FTWO Strive FAANG 2.0 ETF 1.2 49 9 4.2 -0.7
FFOG Franklin Focused Growth ETF 1.2 61 -3 2.3 -2.6
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -37 3.3 -1.6
GINX SGI Enhanced Global Income ETF 1.2 98 -40 7.0 +2.1
HYDR Global X Hydrogen ETF 1.2 50 8 -3.3 -8.2
FXO First Trust Financials AlphaDEX Fund 1.2 62 -4 8.0 +3.1
SIXG Defiance Connective Technologies ETF 1.2 30 28 3.4 -1.5
TEMP JPMorgan Climate Change Solutions ETF 1.2 49 9 5.8 +0.9
NXTG First Trust Indxx NextG ETF 1.1 70 -12 5.1 +0.2
DFAS Dimensional U.S. Small Cap ETF 1.1 26 32 6.3 +1.4
IAK iShares U.S. Insurance ETF 1.0 40 18 7.0 +2.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 18 7.3 +2.4
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -48 12.2 +7.3
BBCA JPMorgan BetaBuilders Canada ETF 1.0 19 39 6.2 +1.2
TXS Texas Capital Texas Equity Index ETF 1.0 49 9 5.5 +0.6
FFTY Innovator IBD 50 ETF 1.0 80 -22 -2.3 -7.2
IQRA IQ CBRE Real Assets ETF 1.0 65 -7 5.7 +0.8
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.0 55 3 5.8 +0.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.0 55 3 4.6 -0.4
XSHQ Invesco S&P SmallCap Quality ETF 1.0 29 29 7.1 +2.2
MGMT Ballast Small/Mid Cap ETF 1.0 110 -52 8.1 +3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.9 25 33 10.9 +6.0
LGRO Level Four Large Cap Growth Active ETF 0.9 55 3 3.6 -1.3
SYLD Cambria Shareholder Yield ETF 0.9 59 -1 11.7 +6.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 33 8.1 +3.2
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 10 1.5 -3.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -3 -1.9 -6.8
IGPT Invesco AI and Next Gen Software ETF 0.9 60 -2 4.0 -0.9
EWC iShares MSCI Canada ETF 0.8 50 8 5.9 +1.0
SCHC Schwab International Small-Cap Equity ETF 0.8 11 47 6.5 +1.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.8 75 -17 2.8 -2.2
FXZ First Trust Materials AlphaDEX Fund 0.8 61 -3 9.9 +5.0
FESM Fidelity Enhanced Small Cap ETF 0.8 28 30 7.0 +2.1
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 3 11.8 +6.8
WISE Themes Generative Artificial Intelligence ETF 0.8 35 23 0.4 -4.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -2 3.8 -1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 33 7.4 +2.5
WAR U.S. Global Tech and Aerospace & Defense ETF 0.8 60 -2 3.5 -1.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.8 49 9 11.0 +6.1
FXU First Trust Utilities AlphaDEX Fund 0.7 64 -6 5.5 +0.6
XT iShares Exponential Technologies ETF 0.7 46 12 4.7 -0.2
FSZ First Trust Switzerland AlphaDEX Fund 0.7 80 -22 5.4 +0.4
WRND IQ Global Equity R&D Leaders ETF 0.7 18 40 7.9 +3.0
FPX First Trust US Equity Opportunities ETF 0.7 61 -3 0.9 -4.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.7 35 23 9.2 +4.3
TPIF Timothy Plan International ETF 0.7 62 -4 6.2 +1.3
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 52 9.2 +4.2
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.6 8 50 6.0 +1.1
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -17 7.4 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -12 10.8 +5.9
IQM Franklin Intelligent Machines ETF 0.6 50 8 1.9 -3.0
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -23 2.7 -2.3
HART IQ Healthy Hearts ETF 0.5 45 13 6.7 +1.8
HOMZ Hoya Capital Housing ETF 0.5 30 28 9.3 +4.4
SKYY First Trust Cloud Computing ETF 0.5 60 -2 2.7 -2.3
DVY iShares Select Dividend ETF 0.5 38 20 9.1 +4.2
DHS WisdomTree U.S. High Dividend Fund 0.5 38 20 8.1 +3.1
SCHA Schwab U.S. Small-Cap ETF 0.5 4 54 5.7 +0.8
JHMD John Hancock Multifactor Developed International ETF 0.5 39 19 7.5 +2.6
UMMA Wahed Dow Jones Islamic World ETF 0.5 65 -7 5.2 +0.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 46 5.4 +0.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 44 6.1 +1.2
STXK Strive Small-Cap ETF 0.4 18 40 5.7 +0.8
TRFK Pacer Data and Digital Revolution ETF 0.4 60 -2 2.8 -2.1
CIL VictoryShares International Volatility Wtd ETF 0.4 45 13 6.6 +1.7
EFG iShares MSCI EAFE Growth ETF 0.4 36 22 4.3 -0.7
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 30 9.1 +4.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -7 2.0 -3.0
WWJD Inspire International ETF 0.4 80 -22 7.3 +2.3
RCGE RockCreek Global Equality ETF 0.4 95 -37 6.7 +1.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 46 7.2 +2.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 46 7.8 +2.9
BKIE BNY Mellon International Equity ETF 0.4 4 54 7.0 +2.0
FIVA Fidelity International Value Factor ETF 0.4 18 40 9.7 +4.8
ESGD iShares ESG Aware MSCI EAFE ETF 0.4 20 38 6.7 +1.7
BUZZ VanEck Social Sentiment ETF 0.3 75 -17 -0.4 -5.3
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 49 7.2 +2.3
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 12 6.7 +1.8
IQSI IQ Candriam International Equity ETF 0.3 15 43 6.6 +1.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 40 5.4 +0.5
IEV iShares Europe ETF 0.3 67 -9 6.9 +1.9
FLEE Franklin FTSE Europe ETF 0.3 9 49 7.2 +2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 29 8.0 +3.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 10 48 5.5 +0.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 43 5.4 +0.5
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 38 6.8 +1.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 43 7.6 +2.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 46 7.2 +2.3
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 6 6.7 +1.8
VGK Vanguard FTSE Europe ETF 0.3 6 52 7.5 +2.5
IEUR iShares Core MSCI Europe ETF 0.3 11 47 7.4 +2.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 46 5.9 +1.0
IJR iShares Core S&P Small Cap ETF 0.3 6 52 7.5 +2.5
AVSD Avantis Responsible International Equity ETF 0.3 23 35 5.6 +0.7
DEW WisdomTree Global High Dividend Fund 0.3 58 0 8.3 +3.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 23 7.7 +2.8
AVDE Avantis International Equity ETF 0.3 23 35 7.3 +2.4
VTWG Vanguard Russell 2000 Growth ETF 0.3 10 48 1.4 -3.5
SPEU SPDR Portfolio Europe ETF 0.3 7 51 7.4 +2.4
IWO iShares Russell 2000 Growth ETF 0.3 24 34 1.3 -3.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 51 7.4 +2.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 40 7.8 +2.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 55 7.5 +2.6
STXI Strive International Developed Markets ETF 0.2 29 29 6.6 +1.7
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 54 6.9 +2.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 29 7.7 +2.8
VEA Vanguard FTSE Developed Markets ETF 0.2 3 55 7.1 +2.2
VSGX Vanguard ESG International Stock ETF 0.2 10 48 7.5 +2.6
AVIE Avantis  Inflation Focused Equity ETF 0.2 25 33 7.3 +2.4
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 22 6.5 +1.6
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 40 9.5 +4.6
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 38 6.3 +1.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 19 6.7 +1.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 17 7.4 +2.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 38 6.9 +2.0
ISMD Inspire Small/Mid Cap ETF 0.2 54 4 5.4 +0.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 43 9.5 +4.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 48 9.5 +4.6
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 28 5.4 +0.5
INTF iShares International Equity Factor ETF 0.2 15 43 7.5 +2.6
EFA iShares MSCI EAFE ETF 0.2 35 23 6.6 +1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 54 5.8 +0.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 55 6.9 +2.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 24 7.6 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 38 5.4 +0.5
APIE ActivePassive International Equity ETF 0.2 45 13 7.3 +2.4
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 28 7.5 +2.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 33 7.3 +2.4
PSC Principal U.S. Small-Cap ETF 0.2 38 20 6.6 +1.7
DIHP Dimensional International High Profitability ETF 0.2 29 29 7.1 +2.2
IEFA iShares Core MSCI EAFE ETF 0.2 7 51 6.9 +2.0
VXUS Vanguard Total International Stock ETF 0.2 5 53 7.7 +2.8
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 51 7.7 +2.8
IGRO iShares International Dividend Growth ETF 0.2 15 43 7.2 +2.3
SCHF Schwab International Equity ETF 0.2 6 52 7.2 +2.3
VERS ProShares Metaverse ETF 0.2 58 0 -1.0 -6.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 19 9.4 +4.4
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 19 5.6 +0.7
FIDI Fidelity International High Dividend ETF 0.1 18 40 8.6 +3.7
RSSL Global X Russell 2000 ETF 0.1 8 50 4.2 -0.7
IWM iShares Russell 2000 ETF 0.1 19 39 4.2 -0.8
VTWO Vanguard Russell 2000 ETF 0.1 7 51 4.2 -0.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 19 5.7 +0.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 19 7.8 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 19 5.1 +0.2
QINT American Century Quality Diversified International ETF 0.1 39 19 7.2 +2.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 40 7.0 +2.1
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 54 7.9 +3.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 13 8.7 +3.8
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -22 9.4 +4.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 9 6.7 +1.8
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 34 6.3 +1.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 33 7.0 +2.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 33 9.5 +4.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 34 7.4 +2.5
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 16 6.5 +1.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 24 6.1 +1.1
DFIC Dimensional International Core Equity 2 ETF 0.1 23 35 7.3 +2.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 36 5.8 +0.8
DFIV Dimensional International Value ETF 0.1 27 31 9.5 +4.6
DXIV Dimensional International Vector Equity ETF 0.1 34 24 7.7 +2.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 28 7.0 +2.0
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 7.2 +2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 28 7.7 +2.8
DFSV Dimensional US Small Cap Value ETF 0.0 31 27 9.8 +4.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 18 7.4 +2.5
DWM WisdomTree International Equity Fund 0.0 48 10 7.3 +2.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:		 Running Oak Efficient Growth ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.6 %
Divided by: Fwd. P/BV 3.4 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 4.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.