Running Oak Efficient Growth ETF
ALTAR
Score™		 5.2% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 21.3x P/Sales
ratio		 2.5x
P/BV
ratio		 3.6x 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) $322
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) $116,321
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 October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.9% -0.3% -- -- 12.3%

Market Correlations
versus... Beta R-squared
S&P500 0.87 69%
MSCI EAFE 0.62 41%
MSCI Emg. Mkts. 0.45 20%

Technical Indicators
Recent close $32.95
30d moving avg. $33.99
Annualized volatility 13.1%
Short interest (ETF) 0.2%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 28
Turnover 0.3%
Bid/Ask (% of price) 0.31%
ADV underlying (mns) $15,998

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 975 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™: 5.2%


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 20.8 70 -12 5.1 -0.1
LVOL American Century Low Volatility ETF 18.6 29 29 5.0 -0.2
FIDU Fidelity MSCI Industrial Index ETF 17.9 8 50 4.5 -0.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 17.8 40 18 5.3 +0.1
IYJ iShares U.S. Industrials ETF 17.0 40 18 4.8 -0.4
DSTL Distillate US Fundamental Stability & Value ETF 16.8 39 19 8.8 +3.6
INCE Franklin Income Equity Focus ETF 16.8 29 29 6.0 +0.8
POWA Invesco Bloomberg Pricing Power ETF 16.2 40 18 6.0 +0.8
XLI Industrial Select Sector SPDR Fund 16.1 8 50 4.4 -0.8
VIS Vanguard Industrials ETF 16.0 9 49 4.5 -0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 15.2 29 29 7.5 +2.3
MDCP VictoryShares THB Mid Cap ESG ETF 14.8 55 3 5.7 +0.5
PSET Principal Quality ETF 14.7 15 43 5.3 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.7 25 33 5.6 +0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 14.3 12 46 6.1 +0.9
LRGE ClearBridge Large Cap Growth ESG ETF 13.8 59 -1 4.0 -1.2
SPLV Invesco S&P 500 Low Volatility ETF 13.7 25 33 5.6 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 13.2 43 15 4.3 -0.9
LOWV AB US Low Volatility Equity ETF 12.7 48 10 5.3 +0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 12.7 15 43 4.1 -1.1
FTCS First Trust Capital Strength ETF 12.7 55 3 5.9 +0.7
SPHQ Invesco S&P 500 Quality ETF 12.6 15 43 5.6 +0.4
PPA Invesco Aerospace & Defense ETF 12.6 58 0 2.3 -2.9
SEMG Suncoast Select Growth ETF 12.5 60 -2 4.4 -0.8
MADE iShares U.S. Manufacturing ETF 12.4 40 18 4.9 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 12.3 58 0 5.7 +0.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 12.3 52 6 5.8 +0.6
FDLO Fidelity Low Volatility Factor ETF 12.2 15 43 5.5 +0.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 12.2 39 19 3.9 -1.3
THRO iShares U.S. Thematic Rotation Active ETF 11.9 90 -32 4.2 -1.0
ASLV Allspring Special Large Value ETF 11.9 35 23 6.7 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.5 18 40 5.9 +0.7
STXD Strive 1000 Dividend Growth ETF 11.5 35 23 5.0 -0.2
JOET Virtus Terranova US Quality Momentum ETF 11.3 29 29 4.9 -0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.2 48 10 6.3 +1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 11.2 35 23 6.4 +1.2
RBLD First Trust Alerian US NextGen Infrastructure ETF 11.1 65 -7 4.9 -0.3
XOEF iShares S&P 500 ex S&P 100 ETF 11.0 20 38 5.7 +0.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 10.9 65 -7 4.4 -0.8
CWS AdvisorShares Focused Equity ETF 10.9 84 -26 5.6 +0.4
KONG Formidable Fortress ETF 10.8 89 -31 6.3 +1.1
FTDS First Trust Dividend Strength ETF 10.8 70 -12 8.8 +3.6
FTGS First Trust Growth Strength ETF 10.7 60 -2 4.5 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 10.7 28 30 5.6 +0.4
CFA VictoryShares US 500 Volatility Wtd ETF 10.7 35 23 6.1 +0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 10.6 40 18 6.1 +0.9
PAVE Global X U.S. Infrastructure Development ETF 10.6 47 11 5.2 -0.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.6 45 13 5.9 +0.7
ADME Aptus Drawdown Managed Equity ETF 10.5 79 -21 4.0 -1.2
USMV iShares MSCI USA Min Vol Factor ETF 10.5 15 43 5.8 +0.6
EXI iShares Global Industrials ETF 10.5 42 16 4.4 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 10.5 12 46 6.0 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 10.4 55 3 4.9 -0.4
CGUS Capital Group Core Equity ETF 10.3 33 25 4.4 -0.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.2 15 43 8.2 +3.0
SNPG Xtrackers S&P 500 Growth ESG ETF 10.2 15 43 4.5 -0.7
SPMV Invesco S&P 500 Minimum Variance ETF 10.2 10 48 5.7 +0.5
OSCV Opus Small Cap Value ETF 10.2 79 -21 7.3 +2.1
QUAL iShares MSCI USA Quality Factor ETF 10.1 15 43 5.5 +0.3
QUS SPDR MSCI USA StrategicFactors ETF 9.9 15 43 5.7 +0.5
DFVX Dimensional US Large Cap Vector ETF 9.9 22 36 6.4 +1.2
SHE SPDR MSCI USA Gender Diversity ETF 9.9 20 38 5.1 -0.1
USXF iShares ESG Advanced MSCI USA ETF 9.8 10 48 4.7 -0.5
FDWM Fidelity Women's Leadership ETF 9.8 59 -1 4.9 -0.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.8 40 18 8.1 +2.9
BGDV Bahl & Gaynor Dividend ETF 9.7 45 13 4.8 -0.4
GDIV Harbor Dividend Growth Leaders ETF 9.7 50 8 5.3 +0.1
DEUS Xtrackers Russell US Multifactor ETF 9.7 17 41 7.0 +1.8
JGRW Jensen Quality Growth ETF 9.7 57 1 4.7 -0.5
VIG Vanguard Dividend Appreciation ETF 9.6 5 53 5.6 +0.4
BIBL Inspire 100 ETF 9.6 35 23 5.2 -0.0
AVLV Avantis U.S. Large Cap Value ETF 9.5 15 43 8.0 +2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.4 20 38 8.3 +3.1
USMF WisdomTree U.S. Multifactor Fund 9.4 28 30 7.4 +2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.3 10 48 4.9 -0.3
RNMC First Trust Mid Cap US Equity Select ETF 9.2 60 -2 7.1 +1.9
NULV Nuveen ESG Large-Cap Value ETF 9.2 26 32 6.5 +1.3
CZA Invesco Zacks Mid-Cap ETF 9.2 72 -14 7.5 +2.3
EQIN Columbia US Equity Income ETF 9.1 35 23 6.9 +1.7
CAML Congress Large Cap Growth ETF 9.1 66 -8 3.5 -1.7
QUVU Hartford Quality Value ETF 9.1 46 12 7.6 +2.4
BGIG Bahl & Gaynor Income Growth ETF 9.1 45 13 5.2 +0.0
SPGP Invesco S&P 500 GARP ETF 9.1 34 24 6.8 +1.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.1 38 20 6.6 +1.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 9.1 60 -2 8.1 +2.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 9.1 9 49 4.8 -0.4
MDEV First Trust Indxx Medical Devices ETF 9.0 70 -12 4.8 -0.4
AUSF Global X Adaptive U.S. Factor ETF 9.0 27 31 9.2 +4.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 9.0 40 18 6.9 +1.7
IWX iShares Russell Top 200 Value ETF 9.0 20 38 6.1 +0.9
NULC Nuveen ESG Large-Cap ETF 8.9 21 37 4.7 -0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 8.9 37 21 6.2 +1.0
BEEZ Honeytree U.S. Equity ETF 8.8 64 -6 4.0 -1.2
HWAY Themes US Infrastructure ETF 8.7 29 29 6.1 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 8.7 6 52 4.1 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.7 29 29 4.6 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 8.7 9 49 5.6 +0.4
GGRW Gabelli Growth Innovators ETF 8.7 90 -32 2.4 -2.8
ACVF American Conservative Values ETF 8.7 75 -17 4.3 -0.9
PFM Invesco Dividend Achievers ETF 8.7 53 5 5.4 +0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.7 15 43 6.7 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.6 35 23 6.2 +1.0
DSI iShares MSCI KLD 400 Social ETF 8.6 25 33 4.8 -0.4
AIEQ AI Powered Equity ETF 8.6 75 -17 4.8 -0.4
VNSE Natixis Vaughan Nelson Select ETF 8.6 80 -22 4.7 -0.6
PCGG Polen Capital Global Growth ETF 8.5 85 -27 4.0 -1.2
SNPE Xtrackers S&P 500 ESG ETF 8.5 10 48 5.0 -0.2
JAVA JPMorgan Active Value ETF 8.5 44 14 6.5 +1.3
JEPI JPMorgan Equity Premium Income ETF 8.5 35 23 5.8 +0.6
SUSA iShares MSCI USA ESG Select ETF 8.5 25 33 4.6 -0.6
CHGX AXS Change Finance ESG ETF 8.5 49 9 5.2 0.0
JMOM JPMorgan U.S. Momentum Factor ETF 8.4 12 46 4.6 -0.6
BLCR iShares Large Cap Core Active ETF 8.4 36 22 3.5 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.4 9 49 6.3 +1.1
BLCV iShares Large Cap Value Active ETF 8.3 53 5 7.6 +2.4
CZAR Themes Natural Monopoly ETF 8.3 35 23 5.6 +0.4
VFMV Vanguard U.S. Minimum Volatility ETF 8.3 13 45 6.0 +0.8
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 8.3 60 -2 3.8 -1.4
OALC OneAscent Large Cap Core ETF 8.3 86 -28 4.1 -1.1
ITAN Sparkline Intangible Value ETF 8.2 50 8 6.7 +1.5
TMFM Motley Fool Mid-Cap Growth ETF 8.2 85 -27 3.1 -2.1
QDF FlexShares Quality Dividend Index Fund 8.2 37 21 6.3 +1.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 8.2 49 9 6.9 +1.7
FLQL Franklin LibertyQ U.S. Equity ETF 8.1 15 43 5.4 +0.2
FVD First Trust Value Line Dividend Index Fund 8.1 65 -7 6.4 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 8.0 10 48 4.9 -0.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 8.0 48 10 9.1 +3.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.0 30 28 8.3 +3.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 8.0 49 9 6.1 +0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.0 19 39 6.3 +1.1
DGLO First Trust RBA Deglobalization ETF 7.9 70 -12 6.8 +1.6
VONV Vanguard Russell 1000 Value ETF 7.9 7 51 6.7 +1.5
IWD iShares Russell 1000 Value ETF 7.9 19 39 6.5 +1.3
VOTE TCW Transform 500 ETF 7.9 5 53 4.8 -0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 7.8 0 58 4.9 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.8 25 33 6.0 +0.8
JHML John Hancock Multifactor Large Cap ETF 7.8 29 29 5.3 +0.1
FELV Fidelity Enhanced Large Cap Value ETF 7.8 18 40 6.8 +1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.7 2 56 4.9 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 7.7 60 -2 6.5 +1.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 7.7 61 -3 7.1 +1.9
VEGN US Vegan Climate ETF 7.7 60 -2 4.5 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.7 11 47 4.8 -0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 7.7 35 23 5.2 -0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.6 7 51 4.8 -0.4
TOPC iShares S&P 500 3% Capped ETF 7.6 15 43 5.1 -0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 7.6 12 46 6.6 +1.4
VALQ American Century U.S. Quality Value ETF 7.5 29 29 8.1 +2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.5 7 51 5.0 -0.2
ESGU iShares ESG Aware MSCI USA ETF 7.5 15 43 4.7 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 7.5 29 29 4.6 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.5 20 38 5.0 -0.2
TMDV ProShares Russell US Dividend Growers ETF 7.5 35 23 7.1 +1.9
ROKT SPDR S&P Kensho Final Frontiers ETF 7.5 45 13 1.9 -3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 7.5 11 47 5.0 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 7.4 22 36 5.8 +0.6
CHRI Global X S&P 500 Christian Values ETF 7.4 29 29 4.6 -0.6
PWB Invesco Large Cap Growth ETF 7.4 56 2 2.5 -2.7
NULG Nuveen ESG Large-Cap Growth ETF 7.4 26 32 3.3 -1.9
QWLD SPDR MSCI World StrategicFactors ETF 7.4 30 28 5.9 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.4 24 34 8.4 +3.2
WOMN Impact Shares YWCA Women's Empowerment ETF 7.4 75 -17 5.6 +0.4
RSHO Tema American Reshoring ETF 7.4 75 -17 4.5 -0.7
CSMD Congress SMid Growth ETF 7.4 69 -11 3.7 -1.5
MISL First Trust Indxx Aerospace & Defense ETF 7.3 60 -2 1.9 -3.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.3 9 49 5.3 +0.1
DSPY Tema S&P 500 Historical Weight ETF 7.3 18 40 5.2 -0.0
IUSG iShares Core S&P U.S. Growth ETF 7.3 4 54 4.1 -1.1
TOLL Tema Durable Quality ETF 7.3 75 -17 5.2 -0.1
MGV Vanguard Mega Cap Value ETF 7.3 7 51 6.6 +1.4
KIE SPDR S&P Insurance ETF 7.3 35 23 7.2 +2.0
FFLC Fidelity Fundamental Large Cap Core ETF 7.3 38 20 4.5 -0.7
STXG Strive 1000 Growth ETF 7.3 18 40 3.8 -1.4
AVSU Avantis Responsible U.S. Equity ETF 7.3 15 43 5.9 +0.7
SPXE ProShares S&P 500 Ex-Energy ETF 7.3 9 49 4.7 -0.5
MODL VictoryShares WestEnd U.S. Sector ETF 7.3 42 16 4.6 -0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.3 55 3 4.3 -0.9
SHRY First Trust Bloomberg Shareholder Yield ETF 7.3 60 -2 10.7 +5.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.2 32 26 5.0 -0.2
IHI iShares U.S. Medical Devices ETF 7.2 40 18 4.1 -1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.2 65 -7 3.7 -1.5
RPG Invesco S&P 500 Pure Growth ETF 7.2 35 23 3.4 -1.9
PRAY FIS Christian Stock Fund 7.2 69 -11 5.1 -0.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 7.2 60 -2 5.3 +0.1
RECS Columbia Research Enhanced Core ETF 7.2 15 43 5.7 +0.5
IVW iShares S&P 500 Growth ETF 7.2 18 40 3.9 -1.3
VOOG Vanguard S&P 500 Growth ETF 7.2 7 51 4.0 -1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 7.2 4 54 4.1 -1.1
SRHQ SRH U.S. Quality ETF 7.1 35 23 7.6 +2.4
RSP Invesco S&P 500 Equal Weight ETF 7.1 20 38 6.9 +1.7
NACP Impact Shares NAACP Minority Empowerment ETF 7.1 49 9 4.7 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 7.1 8 50 5.0 -0.3
LRGC AB US Large Cap Strategic Equities ETF 7.1 48 10 4.5 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.1 14 44 4.8 -0.4
EUSA iShares MSCI USA Equal Weighted ETF 7.1 9 49 6.3 +1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 7.1 18 40 3.9 -1.3
DFLV Dimensional US Large Cap Value ETF 7.1 22 36 7.8 +2.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 7.1 85 -27 7.9 +2.7
APUE ActivePassive U.S. Equity ETF 7.1 45 13 4.7 -0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 7.1 17 41 6.0 +0.8
SMAP Amplify Small-Mid Cap Equity ETF 7.0 60 -2 5.6 +0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.0 15 43 4.5 -0.7
GSPY Gotham Enhanced 500 ETF 7.0 50 8 5.1 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.0 20 38 6.7 +1.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.0 75 -17 7.8 +2.6
PTL Inspire 500 ETF 7.0 9 49 5.4 +0.2
ILCG iShares Morningstar Growth ETF 7.0 4 54 3.7 -1.5
JGRO JPMorgan Active Growth ETF 7.0 44 14 3.5 -1.7
MBOX Freedom Day Dividend ETF 7.0 39 19 7.9 +2.7
DFSU Dimensional US Sustainability Core 1 ETF 7.0 18 40 5.3 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.0 60 -2 4.2 -1.0
FSCS First Trust SMID Capital Strength ETF 7.0 60 -2 7.3 +2.1
XHE SPDR S&P Health Care Equipment ETF 7.0 35 23 3.5 -1.7
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7.0 40 18 6.4 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.0 30 28 4.4 -0.8
IWFG IQ Winslow Focused Large Cap Growth ETF 7.0 65 -7 3.1 -2.2
DLN WisdomTree U.S. LargeCap Dividend Fund 6.9 28 30 6.1 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.9 60 -2 7.2 +2.0
GXLC Global X U.S. 500 ETF 6.9 2 56 4.8 -0.4
AVUS Avantis U.S. Equity ETF 6.9 15 43 5.7 +0.5
PBUS Invesco MSCI USA ETF 6.9 4 54 4.8 -0.4
DGRO iShares Core Dividend Growth ETF 6.9 8 50 6.7 +1.5
BDIV AAM Brentview Dividend Growth ETF 6.9 49 9 4.6 -0.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 6.9 65 -7 0.1 -5.1
SPXV ProShares S&P 500 Ex-Health Care ETF 6.9 9 49 4.6 -0.6
TMFX Motley Fool Next Index ETF 6.9 50 8 3.2 -2.0
JPEF JPMorgan Equity Focus ETF 6.9 50 8 4.4 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.9 20 38 4.6 -0.6
STRV Strive 500 ETF 6.9 5 53 4.7 -0.5
FELC Fidelity Enhanced Large Cap Core ETF 6.8 18 40 5.2 +0.0
SIZE iShares MSCI USA Size Factor ETF 6.8 15 43 6.2 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 6.8 42 16 6.4 +1.2
VOT Vanguard Mid-Cap Growth ETF 6.8 7 51 3.4 -1.8
KLMN Invesco MSCI North America Climate ETF 6.8 9 49 4.9 -0.3
FNCL Fidelity MSCI Financials Index ETF 6.8 8 50 6.7 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 6.8 4 54 6.9 +1.7
IVV iShares Core S&P 500 ETF 6.8 3 55 4.9 -0.3
SPY SPDR S&P 500 ETF Trust 6.8 9 49 4.8 -0.4
ILCB iShares Morningstar U.S. Equity ETF 6.8 3 55 4.8 -0.4
TAX Cambria Tax Aware ETF 6.8 49 9 6.2 +1.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 6.8 10 48 6.0 +0.8
QLC FlexShares US Quality Large Cap Index Fund 6.8 25 33 5.3 +0.1
VOO Vanguard S&P 500 ETF 6.8 3 55 4.9 -0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 6.8 36 22 4.9 -0.3
AVMC Avantis U.S. Mid Cap Equity ETF 6.8 18 40 7.0 +1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.7 12 46 4.5 -0.7
IWL iShares Russell Top 200 ETF 6.7 15 43 4.5 -0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 6.7 15 43 6.0 +0.8
BUL Pacer US Cash Cows Growth ETF 6.7 60 -2 5.2 +0.0
ONEO SPDR Russell 1000 Momentum Focus ETF 6.7 20 38 6.9 +1.7
IWB iShares Russell 1000 ETF 6.7 15 43 4.8 -0.4
VONE Vanguard Russell 1000 ETF 6.7 7 51 4.9 -0.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.7 3 55 5.1 -0.1
VV Vanguard Large-Cap ETF 6.7 4 54 4.8 -0.5
SCHX Schwab U.S. Large-Cap ETF 6.7 3 55 4.9 -0.3
MGC Vanguard Mega Cap ETF 6.7 7 51 4.5 -0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 6.7 50 8 4.3 -0.9
PY Principal Value ETF 6.7 15 43 7.4 +2.2
IYY iShares Dow Jones U.S. ETF 6.7 20 38 4.7 -0.5
DFUS Dimensional U.S. Equity ETF 6.6 9 49 4.8 -0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 6.6 15 43 4.8 -0.4
INRO iShares U.S. Industry Rotation Active ETF 6.6 42 16 4.4 -0.8
LCF Touchstone US Large Cap Focused ETF 6.6 69 -11 4.2 -1.0
SCHK Schwab 1000 Index ETF 6.6 5 53 4.9 -0.3
DFAU Dimensional US Core Equity Market ETF 6.6 12 46 5.0 -0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 6.6 31 27 2.6 -2.6
ACWV iShares MSCI Global Min Vol Factor ETF 6.6 20 38 6.0 +0.8
VTV Vanguard Value ETF 6.6 4 54 7.0 +1.8
DUHP Dimensional US High Profitability ETF 6.5 21 37 6.3 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 6.5 75 -17 4.0 -1.2
RNSC Furst Trust Small Cap US Equity Select ETF 6.5 60 -2 5.1 -0.1
XLF Financial Select Sector SPDR Fund 6.5 8 50 6.0 +0.8
QLTY GMO U.S. Quality ETF 6.5 50 8 4.6 -0.6
DTD WisdomTree U.S. Total Dividend Fund 6.5 28 30 6.4 +1.2
IWV iShares Russell 3000 ETF 6.5 20 38 4.7 -0.5
VTHR Vanguard Russell 3000 ETF 6.5 7 51 4.8 -0.4
VTI Vanguard Total Stock Market ETF 6.5 3 55 4.8 -0.4
CRTC Xtrackers US National Critical Technologies ETF 6.5 35 23 4.7 -0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.5 19 39 5.4 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 6.4 9 49 5.1 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.4 3 55 4.8 -0.4
DCOR Dimensional US Core Equity 1 ETF 6.4 14 44 5.4 +0.2
XVV iShares ESG Screened S&P 500 ETF 6.4 8 50 4.8 -0.4
DFAC Dimensional U.S. Core Equity 2 ETF 6.4 17 41 5.5 +0.3
SCHB Schwab U.S. Broad Market ETF 6.4 3 55 5.0 -0.2
IEDI iShares U.S. Consumer Focused ETF 6.4 18 40 5.8 +0.6
FLV American Century Focused Large Cap Value ETF 6.4 42 16 7.0 +1.8
RGEF Rockefeller Global Equity ETF 6.4 55 3 4.6 -0.6
FELG Fidelity Enhanced Large Cap Growth ETF 6.3 18 40 4.6 -0.6
IMCB iShares Morningstar Mid-Cap ETF 6.3 4 54 6.3 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.3 18 40 7.9 +2.7
DAK Dakota Active Equity ETF 6.3 43 15 4.4 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 6.3 18 40 6.6 +1.4
GLBL Pacer MSCI World Industry Advantage ETF 6.3 65 -7 4.1 -1.1
SPXM Azoria 500 Meritocracy ETF 6.3 47 11 4.5 -0.7
SDY SPDR S&P Dividend ETF 6.3 35 23 7.0 +1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.3 15 43 8.2 +3.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.2 10 48 4.3 -1.0
TTAC FCF US Quality ETF 6.2 59 -1 5.9 +0.7
BEEX BeeHive ETF 6.2 84 -26 4.3 -0.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.2 25 33 5.5 +0.3
FUNL CornerCap Fundametrics Large-Cap ETF 6.2 50 8 7.3 +2.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6.2 10 48 5.2 -0.0
XLV Health Care Select Sector SPDR Fund 6.2 8 50 7.4 +2.2
NUMV Nuveen ESG Mid-Cap Value ETF 6.1 31 27 7.0 +1.8
SSPY Syntax Stratified LargeCap ETF 6.1 30 28 6.9 +1.7
PRXG Praxis Impact Large Cap Growth ETF 6.1 36 22 3.6 -1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.1 10 48 4.3 -0.9
VFH Vanguard Financials ETF 6.1 9 49 6.7 +1.5
FDLS Inspire Fidelis Multi Factor ETF 6.1 76 -18 4.7 -0.5
RWL Invesco S&P 500 Revenue ETF 6.1 39 19 6.9 +1.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.1 60 -2 6.7 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.1 56 2 6.3 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 6.1 59 -1 2.0 -3.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.1 65 -7 6.5 +1.3
FMDE Fidelity Enhanced Mid Cap ETF 6.1 23 35 6.0 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 6.0 25 33 7.3 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 6.0 50 8 5.8 +0.6
XMHQ Invesco S&P MidCap Quality ETF 6.0 25 33 6.8 +1.6
SPXN ProShares S&P 500 Ex-Financials ETF 6.0 9 49 4.8 -0.4
ESGV Vanguard ESG U.S. Stock ETF 6.0 9 49 4.7 -0.5
WTV WisdomTree US Value Fund of Benef Interest 6.0 12 46 9.1 +3.9
NUDV Nuveen ESG Dividend ETF 6.0 26 32 7.8 +2.6
VUG Vanguard Growth ETF 6.0 4 54 4.0 -1.2
SXQG ETC 6 Meridian Quality Growth ETF 6.0 100 -42 4.8 -0.4
IYH iShares U.S. Healthcare ETF 6.0 40 18 6.6 +1.4
FSGS First Trust SMID Growth Strength ETF 5.9 60 -2 5.2 -0.0
NATO Themes Transatlantic Defense ETF 5.9 35 23 2.3 -3.0
YOKE Yoke Core ETF 5.9 42 16 5.0 -0.2
ANEW ProShares MSCI Transformational Changes ETF 5.9 45 13 5.2 -0.0
COWZ Pacer US Cash Cows 100 ETF 5.8 49 9 8.8 +3.6
SFTY Horizon Managed Risk ETF 5.8 77 -19 4.0 -1.2
ILCV iShares Morningstar Value ETF 5.8 4 54 6.4 +1.2
IETC iShares U.S. Tech Independence Focused ETF 5.8 18 40 3.6 -1.6
STOX Horizon Core Equity ETF 5.8 70 -12 4.1 -1.1
SFY SoFi Select 500 ETF 5.7 0 58 4.4 -0.9
RDVY First Trust Rising Dividend Achievers ETF 5.7 50 8 6.4 +1.2
PRXV Praxis Impact Large Cap Value ETF 5.7 36 22 6.8 +1.6
VSLU Applied Finance Valuation Large Cap ETF 5.7 49 9 5.6 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 5.7 25 33 7.5 +2.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.7 40 18 5.5 +0.3
MGK Vanguard Mega Cap Growth ETF 5.6 7 51 4.2 -1.0
JSTC Adasina Social Justice All Cap Global ETF 5.6 89 -31 5.0 -0.2
FHLC Fidelity MSCI Health Care Index ETF 5.6 8 50 6.1 +0.9
TOK iShares MSCI Kokusai ETF 5.6 26 32 4.9 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 5.6 4 54 3.8 -1.4
BCDF Horizon Kinetics Blockchain Development ETF 5.6 85 -27 3.8 -1.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 5.6 60 -2 1.9 -3.4
FBOT Fidelity Disruptive Automation ETF 5.5 50 8 3.3 -1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 5.5 18 40 4.6 -0.6
NUKZ Range Nuclear Renaissance Index ETF 5.5 85 -27 1.2 -4.0
AVUQ Avantis U.S. Quality ETF 5.5 15 43 4.3 -0.9
VHT Vanguard Health Care ETF 5.5 9 49 5.8 +0.6
AVMV Avantis U.S. Mid Cap Value ETF 5.5 20 38 9.2 +4.0
FDHT Fidelity Digital Health ETF 5.5 39 19 1.4 -3.8
GLRY Inspire Faithward Mid Cap Momentum ETF 5.5 80 -22 6.1 +0.9
HKND Humankind US Stock ETF 5.5 11 47 7.3 +2.1
DURA VanEck Durable High Dividend ETF 5.5 29 29 7.7 +2.5
TMFC Motley Fool 100 Index ETF 5.5 50 8 3.4 -1.9
DXUV Dimensional US Vector Equity ETF 5.5 28 30 6.2 +1.0
PKB Invesco Building & Construction ETF 5.5 62 -4 4.3 -0.9
FSST Fidelity Sustainable U.S. Equity ETF 5.5 59 -1 4.2 -1.0
VO Vanguard Mid-Cap ETF 5.5 4 54 6.0 +0.8
EQWL Invesco S&P 100 Equal Weight ETF 5.5 25 33 6.2 +1.0
IWF iShares Russell 1000 Growth ETF 5.5 19 39 4.2 -1.0
VONG Vanguard Russell 1000 Growth ETF 5.5 7 51 4.3 -0.9
BRIF FIS Bright Portfolios Focused Equity ETF 5.5 65 -7 4.6 -0.6
AGRW Allspring LT Large Growth ETF 5.5 35 23 3.5 -1.7
QQLV Invesco QQQ Low Volatility ETF 5.4 25 33 4.8 -0.5
LRGF iShares U.S. Equity Factor ETF 5.4 8 50 5.4 +0.2
TMFG Motley Fool Global Opportunities ETF 5.4 85 -27 4.0 -1.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.4 35 23 5.5 +0.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.4 75 -17 5.0 -0.2
CGGR Capital Group Growth ETF 5.4 39 19 3.3 -1.9
DIVL Madison Dividend Value ETF 5.4 65 -7 6.1 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 5.4 15 43 7.0 +1.8
LQPE PEO AlphaQuest Thematic PE ETF 5.4 125 -67 7.0 +1.8
IXJ iShares Global Healthcare ETF 5.4 42 16 7.0 +1.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.4 12 46 5.0 -0.2
FINX Global X FinTech ETF 5.4 68 -10 2.8 -2.4
ABLD Abacus FCF Real Assets Leaders ETF 5.4 69 -11 6.8 +1.6
QVAL Alpha Architect US Quantitative Value ETF 5.3 39 19 9.9 +4.7
KOCG FIS Knights of Columbus Global Belief ETF 5.3 75 -17 4.8 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.3 40 18 7.7 +2.5
EPS WisdomTree U.S. LargeCap Fund 5.3 8 50 5.7 +0.5
URTH iShares MSCI World ETF 5.3 24 34 5.0 -0.2
DEMZ Democratic Large Cap Core ETF 5.3 45 13 4.4 -0.8
SWP SWP Growth & Income ETF 5.3 99 -41 4.2 -1.0
VLU SPDR S&P 1500 Value Tilt ETF 5.3 12 46 7.5 +2.3
USSE Segall Bryant & Hamill Select Equity ETF 5.3 65 -7 4.1 -1.1
NANC Unusual Whales Subversive Democratic Trading ETF 5.3 75 -17 3.5 -1.7
FITE SPDR S&P Kensho Future Security ETF 5.3 45 13 1.5 -3.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.3 15 43 7.5 +2.3
JHDV John Hancock U.S. High Dividend ETF 5.2 34 24 6.8 +1.6
KRMA Global X Conscious Companies ETF 5.2 43 15 5.9 +0.7
IWP iShares Russell Mid-Cap Growth ETF 5.2 23 35 3.3 -1.9
IYF iShares U.S. Financials ETF 5.2 40 18 6.1 +0.9
IWY iShares Russell Top 200 Growth ETF 5.2 20 38 4.3 -0.9
FVAL Fidelity Value Factor ETF 5.1 15 43 6.8 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.1 20 38 5.5 +0.3
RAUS RACWI US ETF 5.1 15 43 4.8 -0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.1 15 43 9.2 +4.0
USRD Themes US R&D Champions ETF 5.1 29 29 4.6 -0.6
FLRG Fidelity U.S. Multifactor ETF 5.1 15 43 6.9 +1.7
DIVB iShares Core Dividend ETF 5.0 5 53 8.4 +3.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 5.0 60 -2 7.8 +2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.0 29 29 6.5 +1.3
IUS Invesco RAFI Strategic US ETF 5.0 19 39 6.9 +1.7
OPTZ Optimize Strategy Index ETF 5.0 50 8 4.8 -0.4
VUSE Vident U.S. Equity Strategy ETF 4.9 50 8 4.3 -0.9
FDFF Fidelity Disruptive Finance ETF 4.9 50 8 4.5 -0.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.9 12 46 3.9 -1.3
DFUV Dimensional US Marketwide Value ETF 4.9 22 36 7.6 +2.4
EMOT First Trust S&P 500 Economic Moat ETF 4.9 60 -2 8.4 +3.2
SURE AdvisorShares Insiders Advantage ETF 4.8 90 -32 9.9 +4.7
YLDE ClearBridge Dividend Strategy ESG ETF 4.8 60 -2 5.8 +0.6
IWR iShares Russell Midcap ETF 4.8 19 39 6.3 +1.1
GQQQ Astoria US Quality Growth Kings ETF 4.8 35 23 4.6 -0.6
GOP Unusual Whales Subversive Republican Trading ETF 4.8 50 8 5.4 +0.2
KLMT Invesco MSCI Global Climate 500 ETF 4.8 10 48 5.6 +0.4
RVRB Reverb ETF 4.8 30 28 4.5 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.8 9 49 5.5 +0.3
PDP Invesco Dorsey Wright Momentum ETF 4.7 62 -4 2.0 -3.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.7 15 43 7.9 +2.7
ACWI iShares MSCI ACWI ETF 4.7 32 26 5.4 +0.2
VYM Vanguard High Dividend Yield Index ETF 4.7 6 52 7.2 +2.0
IWS iShares Russell Mid-Cap Value ETF 4.7 23 35 7.3 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 46 7.4 +2.2
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 43 3.7 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.7 24 34 7.7 +2.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.7 57 1 3.9 -1.3
LCLG Logan Capital Broad Innovative Growth ETF 4.7 99 -41 4.1 -1.2
DTEC ALPS Disruptive Technologies ETF 4.7 50 8 3.6 -1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.7 35 23 4.1 -1.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 4.6 68 -10 2.3 -2.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 4.6 5 53 8.2 +3.0
BLES Inspire Global Hope ETF 4.6 61 -3 6.9 +1.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.6 20 38 4.5 -0.7
DVND Touchstone Dividend Select ETF 4.6 67 -9 5.7 +0.5
AFLG First Trust Active Factor Large Cap ETF 4.6 55 3 6.4 +1.2
MDY SPDR S&P Midcap 400 ETF Trust 4.6 24 34 7.2 +2.0
IJH iShares Core S&P Mid-Cap ETF 4.6 5 53 7.4 +2.2
ROUS Hartford Multifactor US Equity ETF 4.6 19 39 7.0 +1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -22 4.4 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.5 15 43 4.9 -0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.5 50 8 8.9 +3.7
FBCV Fidelity Blue Chip Value ETF 4.5 59 -1 7.5 +2.3
OEF iShares S&P 100 ETF 4.5 20 38 4.4 -0.8
BFOR ALPS Barron's 400 ETF 4.5 65 -7 6.1 +0.9
VOOV Vanguard S&P 500 Value ETF 4.5 7 51 6.3 +1.1
IVE iShares S&P 500 Value ETF 4.5 18 40 6.2 +1.0
SPYV SPDR Portfolio S&P 500 Value ETF 4.5 4 54 6.3 +1.1
ULVM VictoryShares US Value Momentum ETF 4.5 20 38 7.4 +2.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.5 58 0 4.3 -0.9
LIVR Intelligent Livermore ETF 4.5 69 -11 3.3 -1.9
XMLV Invesco S&P MidCap Low Volatility ETF 4.4 25 33 7.4 +2.2
VOE Vanguard Mid-Cap Value ETF 4.4 7 51 8.0 +2.8
TRFM AAM Transformers ETF 4.4 49 9 1.2 -4.0
MAGA Point Bridge America First ETF 4.4 72 -14 6.5 +1.3
RAFE PIMCO RAFI ESG U.S. ETF 4.4 29 29 7.0 +1.8
IXG iShares Global Financials ETF 4.4 42 16 6.7 +1.5
XLG Invesco S&P 500 Top 50 ETF 4.4 20 38 4.0 -1.2
QQQ Invesco QQQ Trust Series I 4.4 20 38 4.0 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 4.4 80 -22 6.4 +1.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.4 52 6 6.2 +1.0
QQQM Invesco NASDAQ 100 ETF 4.4 15 43 4.1 -1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 4.4 7 51 7.4 +2.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.4 3 55 7.4 +2.2
FFND Future Fund Active ETF 4.4 100 -42 3.7 -1.5
IUSV iShares Core S&P US Value ETF 4.4 4 54 6.5 +1.3
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 23 7.5 +2.3
FXH First Trust Health Care AlphaDEX Fund 4.3 62 -4 8.1 +2.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.3 7 51 5.9 +0.7
QTOP iShares Nasdaq Top 30 Stocks ETF 4.3 20 38 3.9 -1.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.3 49 9 3.7 -1.5
IGM iShares Expanded Tech Sector ETF 4.3 41 17 3.7 -1.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.3 58 0 4.5 -0.7
FMKT The Free Markets ETF 4.3 76 -18 3.4 -1.8
FXL First Trust Technology AlphaDEX Fund 4.3 61 -3 5.7 +0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.3 29 29 6.9 +1.7
PKW Invesco Buyback Achievers ETF 4.3 62 -4 8.3 +3.1
QGRO American Century U.S. Quality Growth ETF 4.3 29 29 3.7 -1.5
VT Vanguard Total World Stock ETF 4.3 6 52 5.7 +0.5
QQMG Invesco ESG NASDAQ 100 ETF 4.3 20 38 4.1 -1.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.3 49 9 9.4 +4.2
FLDZ RiverNorth Patriot ETF 4.2 75 -17 6.5 +1.3
FDTX Fidelity Disruptive Technology ETF 4.2 50 8 2.4 -2.8
HGRO Hedgeye Quality Growth ETF 4.2 70 -12 3.3 -1.9
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -1 5.9 +0.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 4.2 45 13 4.7 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 4.1 39 19 6.8 +1.6
TPHD Timothy Plan High Dividend Stock ETF 4.1 52 6 7.3 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.1 54 4 7.3 +2.1
VFQY Vanguard U.S. Quality Factor ETF 4.1 13 45 6.2 +1.0
PINK Simplify Health Care ETF 4.1 50 8 0.9 -4.3
SMLF iShares U.S. SmallCap Equity Factor ETF 4.1 15 43 6.1 +0.9
ROE Astoria US Quality Kings ETF 4.1 49 9 6.9 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.1 80 -22 8.3 +3.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.0 61 -3 1.9 -3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.0 25 33 5.2 -0.0
PEXL Pacer US Export Leaders ETF 3.9 60 -2 4.7 -0.5
BUYZ Franklin Disruptive Commerce ETF 3.9 50 8 2.4 -2.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.9 40 18 3.8 -1.4
REVS Columbia Research Enhanced Value ETF 3.9 19 39 7.9 +2.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 9 3.6 -1.6
CGGO Capital Group Global Growth Equity ETF 3.9 47 11 4.2 -1.1
ARKX ARK Space Exploration & Innovation ETF 3.9 75 -17 0.2 -5.0
HLGE Hartford Longevity Economy ETF 3.9 44 14 6.2 +1.0
CGDG Capital Group Dividend Growers ETF 3.9 47 11 6.1 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 3.9 6 52 8.3 +3.1
GVLU Gotham 1000 Value ETF 3.9 50 8 9.2 +4.0
DIVN Horizon Dividend Income ETF 3.9 70 -12 8.1 +2.9
VOLT Tema Electrification ETF 3.8 75 -17 3.4 -1.8
VFMF Vanguard U.S. Multifactor ETF 3.8 18 40 8.0 +2.8
IYW iShares U.S. Technology ETF 3.8 40 18 3.7 -1.5
JVAL JPMorgan U.S. Value Factor ETF 3.8 12 46 8.0 +2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.8 35 23 7.2 +2.0
HLAL Wahed FTSE USA Shariah ETF 3.8 50 8 4.6 -0.6
DIVS SmartETFs Dividend Builder ETF 3.8 65 -7 5.1 -0.1
ONEQ Fidelity Nasdaq Composite Index ETF 3.8 21 37 3.7 -1.6
AFOS ARS Focused Opportunities Strategy ETF 3.7 45 13 3.1 -2.1
ITA iShares U.S. Aerospace & Defense ETF 3.7 40 18 1.8 -3.4
XAR SPDR S&P Aerospace & Defense ETF 3.7 35 23 2.0 -3.2
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -7 5.4 +0.2
SHLD Global X Defense Tech ETF 3.7 50 8 3.0 -2.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -27 3.8 -1.4
ZAP Global X U.S. Electrification ETF 3.7 50 8 3.7 -1.5
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 24 4.3 -0.9
SMOT VanEck Morningstar SMID Moat ETF 3.7 49 9 6.9 +1.7
MOTO SmartETFs Smart Transportation & Technology ETF 3.7 68 -10 6.5 +1.3
MID American Century Mid Cap Growth Impact ETF 3.7 45 13 3.4 -1.8
XLK Technology Select Sector SPDR Fund 3.7 8 50 4.2 -1.0
IBAT iShares Energy Storage & Materials ETF 3.7 47 11 2.5 -2.7
BBH VanEck Biotech ETF 3.7 35 23 5.6 +0.4
WCEO Hypatia Women CEO ETF 3.7 85 -27 3.1 -2.1
FEGE First Eagle Global Equity ETF 3.6 79 -21 6.7 +1.5
EDOW First Trust Dow 30 Equal Weight ETF 3.6 50 8 5.4 +0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.6 16 42 5.5 +0.3
AGQI First Trust Active Global Quality Income ETF 3.6 85 -27 4.6 -0.6
EVX VanEck Environmental Services ETF 3.6 55 3 2.7 -2.5
EBI Longview Advantage ETF 3.6 35 23 6.8 +1.6
DUSA Davis Select U.S. Equity ETF 3.6 61 -3 7.6 +2.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 3.6 65 -7 0.8 -4.4
HEAL Global X HealthTech ETF 3.6 50 8 -0.6 -5.8
VFLO VictoryShares Free Cash Flow ETF 3.6 39 19 10.4 +5.2
EATZ AdvisorShares Restaurant ETF 3.6 101 -43 7.9 +2.7
KAT Scharf ETF 3.6 87 -29 5.8 +0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.6 43 15 6.3 +1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 3.6 45 13 3.2 -2.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.6 75 -17 5.8 +0.6
FSMD Fidelity Small-Mid Multifactor ETF 3.6 15 43 7.1 +1.9
AIRR First Trust RBA American Industrial Renaissance ETF 3.6 70 -12 4.9 -0.3
BKWO BNY Mellon Women's Opportunities ETF 3.6 50 8 3.7 -1.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.6 70 -12 4.9 -0.3
QGRW WisdomTree U.S. Quality Growth Fund 3.6 28 30 4.1 -1.1
XPND First Trust Expanded Technology ETF 3.6 65 -7 3.6 -1.6
BGRO iShares Large Cap Growth Active ETF 3.6 55 3 2.8 -2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 3.6 20 38 2.8 -2.4
AGNG Global X Aging Population ETF 3.6 50 8 4.8 -0.4
VFMO Vanguard U.S. Momentum Factor ETF 3.6 13 45 3.0 -2.2
FIW First Trust Water ETF 3.6 53 5 4.9 -0.3
STXV Strive 1000 Value ETF 3.6 18 40 8.4 +3.2
CSTK Invesco Comstock Contrarian Equity ETF 3.6 35 23 7.1 +1.9
DANA Dana Unconstrained Equity ETF 3.6 50 8 3.1 -2.1
MAVF Matrix Advisors Value ETF 3.6 75 -17 5.9 +0.7
LOGO Alpha Brands Consumption Leaders ETF 3.5 69 -11 3.0 -2.2
TOPT iShares Top 20 U.S. Stocks ETF 3.5 20 38 4.0 -1.2
SMRI Bushido Capital US Equity ETF 3.5 71 -13 10.3 +5.1
TMAT Main Thematic Innovation ETF 3.5 164 -106 -1.5 -6.7
GK AdvisorShares Gerber Kawasaki ETF 3.5 75 -17 2.5 -2.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.5 60 -2 5.1 -0.1
SUPL ProShares Supply Chain Logistics ETF 3.5 58 0 10.3 +5.1
XTN SPDR S&P Transportation ETF 3.5 35 23 4.4 -0.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.5 56 2 2.8 -2.4
ACSI American Customer Satisfaction ETF 3.5 65 -7 5.5 +0.3
STXM Strive Mid-Cap ETF 3.5 18 40 6.6 +1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 3.5 42 16 5.3 +0.1
GLOF iShares Global Equity Factor ETF 3.5 20 38 6.7 +1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.5 49 9 4.7 -0.5
HDUS Hartford Disciplined US Equity ETF 3.4 19 39 5.7 +0.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.4 15 43 4.9 -0.3
MBCC Monarch Blue Chips Core ETF 3.4 125 -67 4.3 -0.9
EQRR ProShares Equities for Rising Rates ETF 3.4 35 23 8.0 +2.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.4 8 50 4.4 -0.8
IGV iShares Expanded Tech-Software Sector ETF 3.4 41 17 3.0 -2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.4 65 -7 8.1 +2.9
FMED Fidelity Disruptive Medicine ETF 3.4 50 8 -0.7 -5.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.4 64 -6 1.1 -4.1
BMED Future Health ETF 3.3 85 -27 0.3 -4.9
MILN Global X Millennial Consumer ETF 3.3 50 8 4.2 -1.1
GQI Natixis Gateway Quality Income ETF 3.3 34 24 5.0 -0.2
IYG iShares US Financial Services ETF 3.3 40 18 5.5 +0.3
XLY Consumer Discretionary Select Sector SPDR Fund 3.3 8 50 4.8 -0.4
FQAL Fidelity Quality Factor ETF 3.3 15 43 5.7 +0.5
SPMO Invesco S&P 500 Momentum ETF 3.3 13 45 3.8 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 54 6.1 +0.9
ABOT Abacus FCF Innovation Leaders ETF 3.2 69 -11 5.1 -0.1
SCHM Schwab U.S. Mid-Cap ETF 3.2 4 54 7.2 +2.0
BPAY BlackRock Future Financial and Technology ETF 3.2 70 -12 6.5 +1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.2 60 -2 6.4 +1.2
ABFL Abacus FCF Leaders ETF 3.2 59 -1 4.9 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 3.2 59 -1 9.2 +4.0
DWLD Davis Select Worldwide ETF 3.2 63 -5 7.2 +2.0
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 38 7.3 +2.1
RTH VanEck Retail ETF 3.1 35 23 5.5 +0.3
MEDI Harbor Health Care ETF 3.1 80 -22 -1.8 -7.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.1 15 43 6.2 +1.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.1 7 51 7.8 +2.6
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 43 6.9 +1.7
LST Leuthold Select Industries ETF 3.1 91 -33 5.4 +0.2
STRN SMART Trend 25 ETF 3.1 59 -1 2.2 -3.0
IYT iShares US Transportation ETF 3.0 40 18 5.3 +0.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.0 60 -2 10.5 +5.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.0 40 18 4.4 -0.9
VCR Vanguard Consumer Discretionary ETF 3.0 9 49 4.6 -0.6
VBR Vanguard Small Cap Value ETF 3.0 7 51 9.3 +4.1
FTEC Fidelity MSCI Information Technology Index ETF 3.0 8 50 3.8 -1.4
ABIG Argent Large Cap ETF 3.0 49 9 5.2 0.0
FDG American Century Focused Dynamic Growth ETF 3.0 45 13 2.0 -3.2
VB Vanguard Small-Cap ETF 3.0 5 53 6.2 +1.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.0 68 -10 3.8 -1.4
VBK Vanguard Small-Cap Growth ETF 3.0 7 51 1.8 -3.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.9 20 38 4.7 -0.5
IYC iShares U.S. Consumer Discretionary ETF 2.9 40 18 4.0 -1.3
FCPI Fidelity Stocks for Inflation ETF 2.9 15 43 7.8 +2.6
DGT SPDR Global Dow ETF 2.9 50 8 6.6 +1.4
AFMC First Trust Active Factor Mid Cap ETF 2.9 65 -7 8.5 +3.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.9 50 8 5.5 +0.3
DRIV Global X Autonomous & Electric Vehicles ETF 2.9 68 -10 4.6 -0.6
WLDR Affinity World Leaders Equity ETF 2.9 67 -9 7.2 +2.0
BWEB Bitwise Web3 ETF 2.9 85 -27 -0.1 -5.3
KCE SPDR S&P Capital Markets ETF 2.8 35 23 6.5 +1.3
DON WisdomTree U.S. MidCap Dividend Fund 2.8 38 20 9.4 +4.2
IOO iShares Global 100 ETF 2.8 41 17 4.5 -0.7
GXPD Global X PureCap MSCI Consumer Discretionary ETF 2.8 25 33 3.7 -1.5
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -27 4.1 -1.1
ETHO Etho Climate Leadership U.S. ETF 2.8 47 11 5.7 +0.5
PHO Invesco Water Resources ETF 2.8 60 -2 4.8 -0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.7 45 13 4.3 -0.9
RXI iShares Global Consumer Discretionary ETF 2.7 41 17 8.2 +3.0
XRT SPDR S&P Retail ETF 2.7 35 23 9.0 +3.8
FDVV Fidelity High Dividend ETF 2.7 15 43 7.7 +2.5
FPAG FPA Global Equity ETF 2.6 49 9 5.8 +0.6
GINN Goldman Sachs Innovate Equity ETF 2.6 52 6 3.6 -1.6
ARKQ ARK Autonomous Technology & Robotics ETF 2.6 75 -17 1.0 -4.2
IFRA iShares U.S. Infrastructure ETF 2.6 30 28 6.4 +1.2
SPHB Invesco S&P 500 High Beta ETF 2.6 25 33 5.1 -0.1
SMMD iShares Russell 2500 ETF 2.6 15 43 7.0 +1.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.6 20 38 6.2 +1.0
DFNV Donoghue Forlines Innovation ETF 2.6 69 -11 4.3 -0.9
RFFC ALPS Active Equity Opportunity ETF 2.5 48 10 4.4 -0.8
RND First Trust Bloomberg R&D Leaders ETF 2.5 60 -2 3.3 -1.9
CGDV Capital Group Dividend Value ETF 2.5 33 25 4.6 -0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.4 30 28 6.9 +1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.4 49 9 4.3 -0.9
ALTL Pacer Lunt Large Cap Alternator ETF 2.4 60 -2 4.7 -0.5
RWK Invesco S&P MidCap 400 Revenue ETF 2.3 39 19 9.9 +4.7
FDMO Fidelity Momentum Factor ETF 2.3 15 43 3.6 -1.6
SHPP Pacer Industrials and Logistics ETF 2.3 60 -2 8.2 +3.0
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 52 3.0 -2.2
CLOD Themes Cloud Computing ETF 2.2 35 23 3.4 -1.8
VGT Vanguard Information Technology ETF 2.2 9 49 3.8 -1.4
SFYX SoFi Next 500 ETF 2.2 0 58 6.0 +0.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.2 25 33 12.7 +7.5
PID Invesco International Dividend Achievers ETF 2.2 53 5 5.3 +0.1
XITK SPDR FactSet Innovative Technology ETF 2.1 45 13 -0.1 -5.3
XSW SPDR S&P Software & Services ETF 2.1 35 23 2.9 -2.3
VXF Vanguard Extended Market ETF 2.0 5 53 4.7 -0.5
GXPT Global X PureCap MSCI Information Technology ETF 2.0 25 33 4.1 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 2.0 39 19 8.6 +3.4
GSFP Goldman Sachs Future Planet Equity ETF 1.9 75 -17 4.2 -1.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.9 79 -21 4.9 -0.3
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -37 3.9 -1.3
GRNY Fundstrat Granny Shots US Large Cap ETF 1.9 75 -17 2.6 -2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -2 7.4 +2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.9 65 -7 2.3 -2.9
KNO AXS Knowledge Leaders ETF 1.9 78 -20 5.9 +0.7
PFI Invesco Dorsey Wright Financial Momentum ETF 1.9 60 -2 5.0 -0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.9 27 31 7.3 +2.1
CBSE Clough Select Equity ETF 1.9 85 -27 0.8 -4.5
SPVU Invesco S&P 500 Enhanced Value ETF 1.9 13 45 10.3 +5.1
IHF iShares U.S. Healthcare Providers ETF 1.9 40 18 7.9 +2.7
IHAK iShares Cybersecurity & Tech ETF 1.9 47 11 4.3 -0.9
SPAM Themes Cybersecurity ETF 1.9 35 23 2.4 -2.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 19 2.8 -2.4
RW Rainwater Equity ETF 1.9 125 -67 3.5 -1.7
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 38 9.2 +4.0
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.9 60 -2 3.0 -2.2
JETS U.S. Global Jets ETF 1.9 60 -2 3.5 -1.7
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 0 7.5 +2.3
WAR U.S. Global Tech and Aerospace & Defense ETF 1.9 60 -2 5.0 -0.2
XHB SPDR S&P Homebuilders ETF 1.9 35 23 11.7 +6.5
CIBR First Trust NASDAQ Cybersecurity ETF 1.9 60 -2 4.1 -1.1
XHS SPDR S&P Health Care Services ETF 1.9 35 23 4.1 -1.1
ISRA VanEck Israel ETF 1.9 59 -1 7.0 +1.8
ITEQ BlueStar Israel Technology ETF 1.9 75 -17 1.6 -3.6
ABEQ Absolute Select Value ETF 1.9 85 -27 4.9 -0.3
ICAP InfraCap Equity Income Fund ETF 1.9 171 -113 4.9 -0.3
UFO Procure Space ETF 1.9 75 -17 0.2 -5.0
NETZ TCW Transform Systems ETF 1.9 75 -17 2.4 -2.8
IDU iShares U.S. Utilities ETF 1.9 40 18 4.6 -0.6
CCSO Carbon Collective Climate Solutions US Equity ETF 1.9 35 23 1.2 -4.0
IBB iShares Biotechnology ETF 1.8 45 13 -0.0 -5.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -9 10.3 +5.1
EIRL iShares MSCI Ireland ETF 1.8 50 8 8.1 +2.9
EBIZ Global X E-Commerce ETF 1.8 50 8 4.0 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.8 20 38 10.4 +5.2
KNCT Invesco Next Gen Connectivity ETF 1.8 40 18 4.5 -0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.8 18 40 8.9 +3.7
FLSW Franklin FTSE Switzerland ETF 1.8 9 49 6.5 +1.3
EWL iShares MSCI Switzerland ETF 1.8 50 8 6.3 +1.1
ISHP First Trust Nasdaq Retail ETF 1.8 60 -2 5.5 +0.3
IBOT Vaneck Robotics ETF 1.8 47 11 4.0 -1.2
SAMM Strategas Macro Momentum ETF 1.8 66 -8 2.2 -3.0
PIO Invesco Global Water ETF 1.8 75 -17 4.4 -0.8
BITQ Bitwise Crypto Industry Innovators ETF 1.8 85 -27 -1.9 -7.1
USMC Principal U.S. Mega-Cap ETF 1.8 12 46 4.4 -0.9
RJMG FT Raymond James Multicap Growth Equity ETF 1.8 85 -27 3.0 -2.2
AOTG AOT Growth and Innovation ETF 1.8 75 -17 1.9 -3.3
QTUM Defiance Quantum ETF 1.8 40 18 5.2 -0.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.8 60 -2 -1.0 -6.2
NBDS Neuberger Berman Disrupters ETF 1.8 55 3 0.7 -4.5
XNTK SPDR NYSE Technology ETF 1.8 35 23 3.5 -1.7
YALL God Bless America ETF 1.8 65 -7 4.4 -0.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 18 6.2 +1.0
OCEN IQ Clean Oceans ETF 1.8 45 13 5.1 -0.1
SNSR Global X Internet of Things ETF 1.8 68 -10 4.8 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 41 6.0 +0.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.8 52 6 6.1 +0.9
IXN iShares Global Tech ETF 1.8 41 17 3.3 -1.9
EBLU Ecofin Global Water ESG Fund 1.8 40 18 4.4 -0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.8 30 28 8.3 +3.1
AQWA Global X Clean Water ETF 1.8 50 8 5.0 -0.2
NUSC Nuveen ESG Small-Cap ETF 1.8 31 27 5.3 +0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 33 8.0 +2.8
MDYV SPDR S&P 400 Mid Cap Value ETF 1.7 15 43 8.9 +3.7
FCOM Fidelity MSCI Communication Services Index ETF 1.7 8 50 4.8 -0.4
WUGI AXS Esoterica NextG Economy ETF 1.7 75 -17 2.2 -3.0
PNQI Invesco NASDAQ Internet ETF 1.7 60 -2 3.5 -1.7
QBIG Invesco Top QQQ ETF 1.7 29 29 0.0 -5.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 1.7 40 18 5.9 +0.7
ARKW ARK Next Generation Internet ETF 1.7 87 -29 0.6 -4.6
FDN First Trust Dow Jones Internet Index Fund 1.7 52 6 3.2 -2.0
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -17 3.0 -2.2
GXPC Global X PureCap MSCI Communication Services ETF 1.7 25 33 4.9 -0.3
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -17 3.2 -2.0
IXP iShares Global Comm Services ETF 1.7 42 16 5.9 +0.7
XLC Communication Services Select Sector SPDR Fund 1.7 8 50 5.7 +0.5
XLSR SPDR SSGA U.S. Sector Rotation ETF 1.7 70 -12 5.0 -0.2
SFYF SoFi Social 50 ETF 1.7 29 29 1.0 -4.2
VOX Vanguard Communication Services ETF 1.7 9 49 4.9 -0.3
DIVZ TrueShares Low Volatility Equity Income ETF 1.7 65 -7 6.7 +1.5
FMAT Fidelity MSCI Materials Index ETF 1.7 8 50 6.6 +1.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.7 40 18 8.3 +3.1
FXZ First Trust Materials AlphaDEX Fund 1.7 61 -3 10.1 +4.9
IYM iShares U.S. Basic Materials ETF 1.7 40 18 6.4 +1.2
MXI iShares Global Materials ETF 1.7 41 17 7.5 +2.3
XLB Materials Select Sector SPDR Fund 1.7 8 50 6.7 +1.5
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.7 59 -1 4.7 -0.5
VAW Vanguard Materials ETF 1.7 9 49 6.6 +1.4
SDOG ALPS Sector Dividend Dogs ETF 1.7 36 22 9.9 +4.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.7 10 48 9.0 +3.8
BLOK Amplify Transformational Data Sharing ETF 1.7 75 -17 0.3 -4.9
VICE AdvisorShares Vice ETF 1.7 99 -41 6.5 +1.3
SPVM Invesco S&P 500 Value with Momentum ETF 1.7 39 19 7.7 +2.5
LYLD Cambria Large Cap Shareholder Yield ETF 1.7 59 -1 10.0 +4.8
PRNT 3D Printing ETF 1.7 66 -8 1.8 -3.4
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.7 60 -2 5.7 +0.5
TOGA Tremblant Global ETF 1.6 69 -11 2.2 -3.0
TTAI FCF International Quality ETF 1.6 59 -1 7.2 +2.0
ARTY iShares Future AI & Tech ETF 1.6 47 11 3.4 -1.8
ABLG Abacus FCF International Leaders ETF 1.6 59 -1 6.6 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.6 47 11 5.7 +0.5
PPIE Putnam PanAgora ESG International Equity ETF 1.6 49 9 7.1 +1.9
CCMG CCM Global Equity ETF 1.6 34 24 8.2 +3.0
ZIG Acquirers Fund 1.6 84 -26 21.0 +15.8
VLUE iShares MSCI USA Value Factor ETF 1.6 15 43 9.1 +3.9
JGLO JPMorgan Global Select Equity ETF 1.6 33 25 4.9 -0.3
FBCG Fidelity Blue Chip Growth ETF 1.6 59 -1 2.8 -2.4
LGCF Themes US Cash Flow Champions ETF 1.5 30 28 8.3 +3.1
VFVA Vanguard U.S. Value Factor ETF 1.5 13 45 11.1 +5.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -22 6.9 +1.7
SIXG Defiance Connective Technologies ETF 1.5 30 28 3.9 -1.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 19 -0.8 -6.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 44 5.0 -0.2
HELX Franklin Genomic Advancements ETF 1.5 50 8 -0.4 -5.6
ISCB iShares Morningstar Small-Cap ETF 1.5 4 54 6.3 +1.1
PWV Invesco Large Cap Value ETF 1.5 55 3 7.7 +2.5
XDAT Franklin Exponential Data ETF 1.5 50 8 2.3 -2.9
OGIG ALPS O'Shares Global Internet Giants ETF 1.4 48 10 2.1 -3.1
AIQ Global X Artificial Intelligence & Technology ETF 1.4 68 -10 3.5 -1.7
ARKF ARK Fintech Innovation ETF 1.4 75 -17 0.1 -5.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.4 61 -3 7.7 +2.5
RPV Invesco S&P 500 Pure Value ETF 1.4 35 23 10.5 +5.3
PSCI Invesco S&P SmallCap Industrials ETF 1.4 29 29 5.7 +0.5
SCHD Schwab US Dividend Equity ETF 1.4 6 52 10.3 +5.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.4 35 23 7.9 +2.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.4 38 20 7.9 +2.7
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -12 13.0 +7.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -21 6.2 +1.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 58 12.6 +7.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -27 6.9 +1.7
CGW Invesco S&P Global Water Index ETF 1.4 57 1 4.7 -0.5
EZM WisdomTree U.S. MidCap Fund 1.3 38 20 9.0 +3.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -37 0.2 -5.0
FXO First Trust Financials AlphaDEX Fund 1.3 62 -4 8.4 +3.2
PAWZ ProShares Pet Care ETF 1.3 50 8 3.7 -1.5
FTWO Strive FAANG 2.0 ETF 1.3 49 9 4.4 -0.8
EFRA iShares Environmental Infrastructure and Industrials ETF 1.2 47 11 5.4 +0.2
XT iShares Exponential Technologies ETF 1.2 46 12 4.6 -0.6
FFOG Franklin Focused Growth ETF 1.2 61 -3 2.4 -2.8
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -37 3.2 -2.1
HDV iShares Core High Dividend ETF 1.2 8 50 7.3 +2.1
TEMP JPMorgan Climate Change Solutions ETF 1.2 49 9 5.6 +0.4
FPX First Trust US Equity Opportunities ETF 1.2 61 -3 1.0 -4.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -12 2.2 -3.0
GINX SGI Enhanced Global Income ETF 1.1 98 -40 8.2 +3.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -2 7.1 +1.9
MOAT VanEck Morningstar Wide Moat ETF 1.1 46 12 6.3 +1.1
DFAS Dimensional U.S. Small Cap ETF 1.1 26 32 6.8 +1.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 23 7.9 +2.7
FPWR First Trust EIP Power Solutions ETF 1.1 96 -38 4.3 -1.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -17 4.6 -0.6
IAK iShares U.S. Insurance ETF 1.0 40 18 7.5 +2.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -48 12.0 +6.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 18 8.0 +2.8
BBCA JPMorgan BetaBuilders Canada ETF 1.0 19 39 6.4 +1.2
LGRO Level Four Large Cap Growth Active ETF 1.0 55 3 4.0 -1.2
XSHQ Invesco S&P SmallCap Quality ETF 1.0 29 29 8.0 +2.8
TXS Texas Capital Texas Equity Index ETF 1.0 49 9 6.0 +0.8
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.0 35 23 6.3 +1.1
IQRA IQ CBRE Real Assets ETF 1.0 65 -7 5.8 +0.6
NXTG First Trust Indxx NextG ETF 1.0 70 -12 4.9 -0.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.0 55 3 6.6 +1.4
MGMT Ballast Small/Mid Cap ETF 1.0 110 -52 8.7 +3.5
SYLD Cambria Shareholder Yield ETF 0.9 59 -1 13.0 +7.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 33 9.1 +3.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 -3 -0.6 -5.8
IGPT Invesco AI and Next Gen Software ETF 0.8 60 -2 4.2 -1.0
HYDR Global X Hydrogen ETF 0.8 50 8 -4.8 -10.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.8 75 -17 2.8 -2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 33 9.2 +4.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -12 11.2 +6.0
FESM Fidelity Enhanced Small Cap ETF 0.8 28 30 7.0 +1.8
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 3 13.0 +7.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.8 60 -2 6.2 +1.0
FXU First Trust Utilities AlphaDEX Fund 0.8 64 -6 5.6 +0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -2 3.9 -1.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.8 49 9 11.2 +6.0
EWC iShares MSCI Canada ETF 0.7 50 8 6.1 +0.9
WRND IQ Global Equity R&D Leaders ETF 0.7 18 40 7.4 +2.2
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -17 7.6 +2.4
FSZ First Trust Switzerland AlphaDEX Fund 0.7 80 -22 6.6 +1.4
WISE Themes Generative Artificial Intelligence ETF 0.7 35 23 -0.4 -5.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.7 35 23 9.9 +4.7
TPIF Timothy Plan International ETF 0.7 62 -4 6.1 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 52 9.6 +4.4
SKYY First Trust Cloud Computing ETF 0.6 60 -2 2.8 -2.4
IQM Franklin Intelligent Machines ETF 0.6 50 8 1.9 -3.3
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 30 10.3 +5.1
HOMZ Hoya Capital Housing ETF 0.5 30 28 9.8 +4.6
HART IQ Healthy Hearts ETF 0.5 45 13 6.4 +1.2
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -23 0.8 -4.4
FFTY Innovator IBD 50 ETF 0.5 80 -22 -2.4 -7.6
RCGE RockCreek Global Equality ETF 0.5 95 -37 6.7 +1.5
DHS WisdomTree U.S. High Dividend Fund 0.5 38 20 8.4 +3.2
DVY iShares Select Dividend ETF 0.5 38 20 9.3 +4.1
JHMD John Hancock Multifactor Developed International ETF 0.5 39 19 7.3 +2.1
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.5 14 44 6.0 +0.8
SCHA Schwab U.S. Small-Cap ETF 0.4 4 54 6.4 +1.2
STXK Strive Small-Cap ETF 0.4 18 40 6.1 +0.9
DMXF iShares ESG Advanced MSCI EAFE ETF 0.4 12 46 5.3 +0.1
UMMA Wahed Dow Jones Islamic World ETF 0.4 65 -7 4.8 -0.4
TRFK Pacer Data and Digital Revolution ETF 0.4 60 -2 2.7 -2.5
CIL VictoryShares International Volatility Wtd ETF 0.4 45 13 6.4 +1.2
TEXN iShares Texas Equity ETF 0.4 20 38 6.1 +0.9
WWJD Inspire International ETF 0.4 80 -22 7.1 +1.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 46 7.6 +2.4
EFG iShares MSCI EAFE Growth ETF 0.4 36 22 4.2 -1.0
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 46 8.3 +3.1
BKIE BNY Mellon International Equity ETF 0.4 4 54 6.7 +1.5
FIVA Fidelity International Value Factor ETF 0.4 18 40 9.5 +4.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -7 1.9 -3.3
BBEU JPMorgan BetaBuilders Europe ETF 0.3 9 49 7.1 +1.9
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.3 46 12 6.5 +1.3
IQSI IQ Candriam International Equity ETF 0.3 15 43 6.3 +1.1
BUZZ VanEck Social Sentiment ETF 0.3 75 -17 -1.0 -6.2
ESGD iShares ESG Aware MSCI EAFE ETF 0.3 20 38 6.5 +1.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 40 5.6 +0.4
FLEE Franklin FTSE Europe ETF 0.3 9 49 7.1 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 29 8.4 +3.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 10 48 5.7 +0.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.3 15 43 5.7 +0.5
IEV iShares Europe ETF 0.3 67 -9 6.6 +1.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 38 6.6 +1.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 46 7.7 +2.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 43 7.9 +2.7
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 6 7.2 +2.0
IJR iShares Core S&P Small Cap ETF 0.3 6 52 7.8 +2.6
AVSD Avantis Responsible International Equity ETF 0.3 23 35 5.1 -0.1
DEW WisdomTree Global High Dividend Fund 0.3 58 0 8.5 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 23 7.6 +2.4
AVDE Avantis International Equity ETF 0.3 23 35 7.2 +2.0
VGK Vanguard FTSE Europe ETF 0.3 6 52 7.3 +2.1
IEUR iShares Core MSCI Europe ETF 0.3 11 47 7.1 +1.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 40 7.3 +2.1
IWO iShares Russell 2000 Growth ETF 0.3 24 34 0.8 -4.4
VTWG Vanguard Russell 2000 Growth ETF 0.3 10 48 1.0 -4.2
SPEU SPDR Portfolio Europe ETF 0.3 7 51 7.2 +2.0
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.3 12 46 5.9 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 55 7.9 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 51 7.8 +2.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 29 7.7 +2.5
STXI Strive International Developed Markets ETF 0.2 29 29 6.4 +1.2
SCHF Schwab International Equity ETF 0.2 6 52 6.9 +1.7
AVIE Avantis  Inflation Focused Equity ETF 0.2 25 33 7.4 +2.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 22 6.3 +1.1
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 40 10.1 +4.9
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 54 6.8 +1.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 19 6.4 +1.2
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 17 7.1 +1.9
HFXI IQ FTSE International Equity Currency Neutral ETF 0.2 20 38 6.6 +1.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 4 5.6 +0.4
VEA Vanguard FTSE Developed Markets ETF 0.2 3 55 6.9 +1.7
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 38 6.2 +1.0
VSGX Vanguard ESG International Stock ETF 0.2 10 48 7.5 +2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 48 10.0 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 54 6.0 +0.8
INTF iShares International Equity Factor ETF 0.2 15 43 7.4 +2.2
SLYV SPDR S&P 600 Small Cap Value ETF 0.2 15 43 10.1 +4.9
EFA iShares MSCI EAFE ETF 0.2 35 23 6.4 +1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 38 5.7 +0.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 55 6.7 +1.5
APIE ActivePassive International Equity ETF 0.2 45 13 7.2 +2.0
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 33 7.2 +2.0
PSC Principal U.S. Small-Cap ETF 0.2 38 20 7.0 +1.8
IMTM iShares MSCI Intl Momentum Factor ETF 0.2 30 28 5.5 +0.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 24 7.3 +2.1
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 28 7.4 +2.2
IEFA iShares Core MSCI EAFE ETF 0.2 7 51 6.8 +1.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.2 4 54 7.7 +2.5
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 51 7.5 +2.3
VXUS Vanguard Total International Stock ETF 0.2 5 53 7.6 +2.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 19 10.1 +4.9
VERS ProShares Metaverse ETF 0.2 58 0 0.1 -5.1
DIHP Dimensional International High Profitability ETF 0.1 29 29 6.8 +1.6
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 19 5.8 +0.6
FIDI Fidelity International High Dividend ETF 0.1 18 40 8.3 +3.1
RSSL Global X Russell 2000 ETF 0.1 8 50 4.2 -1.0
VTWO Vanguard Russell 2000 ETF 0.1 7 51 4.3 -0.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 13 8.5 +3.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 19 5.8 +0.6
IWM iShares Russell 2000 ETF 0.1 19 39 4.2 -1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 19 7.7 +2.5
IGRO iShares International Dividend Growth ETF 0.1 15 43 7.2 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 19 4.4 -0.8
QINT American Century Quality Diversified International ETF 0.1 39 19 6.9 +1.7
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 33 6.9 +1.7
DFAI Dimensional International Core Equity Market ETF 0.1 18 40 6.9 +1.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 33 9.2 +4.0
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 34 6.2 +1.0
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 34 7.3 +2.1
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 16 6.9 +1.7
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.1 22 36 6.0 +0.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 35 7.2 +2.0
DFIV Dimensional International Value ETF 0.1 27 31 9.2 +4.0
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 10 7.0 +1.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 28 6.9 +1.7
DFSV Dimensional US Small Cap Value ETF 0.0 31 27 10.7 +5.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 9 7.0 +1.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 24 5.6 +0.4
DXIV Dimensional International Vector Equity ETF 0.0 34 24 7.6 +2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 28 7.6 +2.4
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 18 7.2 +2.0
DWM WisdomTree International Equity Fund 0.0 48 10 7.2 +2.0

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

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.6 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.