Trenchless Fund ETF
ALTAR
Score™		 2.9% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 14.9x P/Sales
ratio		 1.2x
P/BV
ratio		 3.9x Div.
yield		 0.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Trenchless Fund ETF aims to provide investors with exposure to companies engaged in trenchless technology, which offers innovative solutions for utility installation and repair while minimizing disruption to urban environments.

FUND BASICS
Category US Equities
Fund Sponsor River1
Website www.river1.us/rver
Inception date Apr 02, 2024
Assets (mns) $56
Currency USD
Expense ratio 65 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 20
Wgt avg mkt cap (mns) $427,024
Large cap (>$10bn) 75.0%
Mid cap ($2-10bn) 16.2%
Small cap (<$2bn) 8.8%
Developed mkts 95.6%
Emerging mkts 4.4%

TOP TEN HOLDINGS
LYFT INC CLASS A 9.5 %
ALPHABET INC. CLASS A 6.2 %
CASH & OTHER 6.2 %
SNOWFLAKE, INC. CLASS A 5.3 %
SNAP, INC. CLASS A 5.3 %
AMAZON.COM INC 5.1 %
ULTA BEAUTY INC 4.9 %
CAROLINA TRUST BANCSHARES, INC. 4.7 %
MOBILEYE N.V. 4.7 %
DRAFTKINGS INC CLASS A 4.6 %
Total 56.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.5 %
FRANCE 4.6 %
TAIWAN 3.7 %








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.
10.9% -- -- -- 10.9%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $28.65
30d moving avg. $0.00
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI)

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.3%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $51,840

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 720 potential alternatives to the Trenchless Fund ETF ETF based on the alternatives' overlap in portfolio holdings with RVER. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RVER Expense: 65 bp ALTAR Score™: 2.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RVER
Ticker Fund
Name		 Overlap1
vs RVER
(%)		 Expense
ratio
(bp)		 Savings
vs RVER
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RVER
(%)
FDCF Fidelity Disruptive Communications ETF 27.5 50 15 2.6 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 23.9 14 51 6.1 +3.1
AOTG AOT Growth and Innovation ETF 23.8 75 -10 3.1 +0.2
FDTX Fidelity Disruptive Technology ETF 23.6 50 15 2.8 -0.2
MVPS Amplify Thematic All-Stars ETF 23.1 49 16 2.7 -0.3
DARP Grizzle Growth ETF 22.5 75 -10 3.3 +0.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 22.5 40 25 3.8 +0.9
LGRO Level Four Large Cap Growth Active ETF 22.2 55 10 4.3 +1.4
BFTHX Baron Fifth Avenue Growth Retail 22.2 75 -10 1.7 -1.3
QGRW WisdomTree U.S. Quality Growth Fund 21.8 28 37 4.7 +1.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 21.4 49 16 5.3 +2.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 21.4 65 0 3.7 +0.8
OGIG ALPS O'Shares Global Internet Giants ETF 21.3 48 17 1.9 -1.0
ARTY iShares Future AI & Tech ETF 21.1 47 18 3.8 +0.9
CLOD Themes Cloud Computing ETF 20.9 35 30 2.6 -0.3
SFYF SoFi Social 50 ETF 20.9 29 36 -2.2 -5.1
WUGI AXS Esoterica NextG Economy ETF 20.9 75 -10 2.5 -0.4
CACG ClearBridge All Cap Growth ESG ETF 20.8 54 11 3.7 +0.8
FBCG Fidelity Blue Chip Growth ETF 20.6 59 6 2.8 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 20.6 59 6 3.5 +0.5
RND First Trust Bloomberg R&D Leaders ETF 20.6 60 5 3.5 +0.6
CRTC Xtrackers US National Critical Technologies ETF 20.3 35 30 5.1 +2.2
XNTK SPDR NYSE Technology ETF 20.3 35 30 4.2 +1.2
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 20.2 61 4 2.8 -0.1
WISE Themes Generative Artificial Intelligence ETF 19.9 35 30 0.5 -2.4
VNSE Natixis Vaughan Nelson Select ETF 19.4 80 -15 3.2 +0.3
IWY iShares Russell Top 200 Growth ETF 19.4 20 45 4.6 +1.7
FELG Fidelity Enhanced Large Cap Growth ETF 19.2 18 47 4.6 +1.7
USMC Principal U.S. Mega-Cap ETF 19.2 12 53 4.4 +1.5
VSLU Applied Finance Valuation Large Cap ETF 19.2 49 16 5.6 +2.7
NACP Impact Shares NAACP Minority Empowerment ETF 19.1 49 16 5.0 +2.0
NBDS Neuberger Berman Disrupters ETF 19.1 55 10 1.5 -1.4
IWF iShares Russell 1000 Growth ETF 19.0 19 46 4.5 +1.5
VONG Vanguard Russell 1000 Growth ETF 19.0 8 57 4.6 +1.6
VERS ProShares Metaverse ETF 18.9 58 7 -16.0 -19.0
GSPY Gotham Enhanced 500 ETF 18.7 50 15 5.2 +2.3
METV Roundhill Ball Metaverse ETF 18.4 59 6 3.4 +0.4
BDAIX Baron Durable Advantage 18.4 75 -10 3.7 +0.8
FMET Fidelity Metaverse ETF 18.3 39 26 5.4 +2.5
VUG Vanguard Growth ETF 18.2 4 61 4.0 +1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 18.1 45 20 4.7 +1.8
IOO iShares Global 100 ETF 18.0 41 24 4.8 +1.9
IVW iShares S&P 500 Growth ETF 18.0 18 47 4.5 +1.6
VOOG Vanguard S&P 500 Growth ETF 18.0 10 55 4.6 +1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 18.0 4 61 4.6 +1.7
SCHG Schwab U.S. Large-Cap Growth ETF 17.9 4 61 4.2 +1.3
ONEQ Fidelity Nasdaq Composite Index ETF 17.9 21 44 3.8 +0.9
GLBL Pacer MSCI World Industry Advantage ETF 17.9 65 0 4.7 +1.8
IETC iShares U.S. Tech Independence Focused ETF 17.9 18 47 4.5 +1.6
XLG Invesco S&P 500 Top 50 ETF 17.9 20 45 4.5 +1.6
QTOP iShares Nasdaq Top 30 Stocks ETF 17.8 20 45 4.6 +1.7
RVRB Reverb ETF 17.8 30 35 4.7 +1.8
IUSG iShares Core S&P U.S. Growth ETF 17.8 4 61 4.7 +1.7
CARZ First Trust NASDAQ Global Auto Index Fund 17.7 70 -5 3.8 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 17.6 7 58 5.0 +2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 17.6 75 -10 4.3 +1.3
MGK Vanguard Mega Cap Growth ETF 17.5 7 58 4.3 +1.4
QQQ Invesco QQQ Trust Series I 17.3 20 45 4.5 +1.6
QQQM Invesco NASDAQ 100 ETF 17.3 15 50 4.6 +1.7
STXG Strive 1000 Growth ETF 17.3 18 47 4.1 +1.1
WRND IQ Global Equity R&D Leaders ETF 17.2 18 47 7.5 +4.6
HAPI Harbor Human Capital Factor US Large Cap ETF 17.2 36 29 4.6 +1.7
OEF iShares S&P 100 ETF 17.2 20 45 4.8 +1.8
FDMO Fidelity Momentum Factor ETF 17.2 15 50 4.0 +1.0
ILCG iShares Morningstar Growth ETF 17.2 4 61 3.9 +1.0
FDN First Trust Dow Jones Internet Index Fund 17.2 52 13 3.2 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 17.2 8 57 5.0 +2.0
FDND FT Vest Dow Jones Internet & Target Income ETF 17.1 75 -10 3.0 +0.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 17.1 30 35 4.7 +1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 17.1 12 53 4.5 +1.5
RFFC ALPS Active Equity Opportunity ETF 17.1 48 17 4.5 +1.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 16.9 15 50 4.9 +2.0
BGRO iShares Large Cap Growth Active ETF 16.8 55 10 3.6 +0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 16.7 20 45 4.9 +1.9
SFY SoFi Select 500 ETF 16.7 0 65 4.5 +1.5
EPS WisdomTree U.S. LargeCap Fund 16.7 8 57 5.9 +3.0
EGUS iShares ESG Aware MSCI USA Growth ETF 16.7 18 47 4.5 +1.5
MGC Vanguard Mega Cap ETF 16.6 7 58 4.8 +1.9
CHAT Roundhill Generative AI & Technology ETF 16.6 75 -10 3.8 +0.9
BLCR iShares Large Cap Core Active ETF 16.6 36 29 4.9 +2.0
FSST Fidelity Sustainable U.S. Equity ETF 16.6 59 6 2.4 -0.5
SPXN ProShares S&P 500 Ex-Financials ETF 16.5 9 56 5.1 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 16.5 29 36 4.3 +1.4
IWL iShares Russell Top 200 ETF 16.5 15 50 4.7 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 16.5 75 -10 3.4 +0.4
QLTY GMO U.S. Quality ETF 16.4 50 15 4.4 +1.5
MBCC Monarch Blue Chips Core ETF 16.4 125 -60 3.4 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 16.3 15 50 4.7 +1.8
HDUS Hartford Disciplined US Equity ETF 16.2 19 46 5.9 +3.0
CGGO Capital Group Global Growth Equity ETF 16.1 47 18 4.6 +1.7
XPND First Trust Expanded Technology ETF 16.0 65 0 4.5 +1.5
KRMA Global X Conscious Companies ETF 16.0 43 22 5.7 +2.8
MODL VictoryShares WestEnd U.S. Sector ETF 16.0 42 23 4.7 +1.8
FFLC Fidelity Fundamental Large Cap Core ETF 16.0 38 27 4.8 +1.8
GQQQ Astoria US Quality Growth Kings ETF 15.9 35 30 6.3 +3.4
XDAT Franklin Exponential Data ETF 15.9 50 15 2.8 -0.1
RECS Columbia Research Enhanced Core ETF 15.8 15 50 5.5 +2.5
TOPT iShares Top 20 U.S. Stocks ETF 15.8 20 45 4.3 +1.4
ESGV Vanguard ESG U.S. Stock ETF 15.8 9 56 4.8 +1.9
XVV iShares ESG Screened S&P 500 ETF 15.7 8 57 4.9 +2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 15.7 7 58 4.9 +2.0
OALC OneAscent Large Cap Core ETF 15.6 86 -21 4.3 +1.4
VOTE TCW Transform 500 ETF 15.6 5 60 4.9 +2.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 15.6 69 -4 -0.7 -3.6
JPEF JPMorgan Equity Focus ETF 15.6 50 15 4.0 +1.0
JGRO JPMorgan Active Growth ETF 15.6 44 21 3.5 +0.5
SPXE ProShares S&P 500 Ex-Energy ETF 15.5 9 56 4.9 +2.0
FELC Fidelity Enhanced Large Cap Core ETF 15.5 18 47 5.3 +2.4
VV Vanguard Large-Cap ETF 15.5 4 61 4.9 +2.0
BKLC BNY Mellon US Large Cap Core Equity ETF 15.5 0 65 5.0 +2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 15.5 2 63 5.0 +2.1
SPXV ProShares S&P 500 Ex-Health Care ETF 15.4 9 56 4.7 +1.8
STRV Strive 500 ETF 15.4 5 60 4.9 +2.0
FMIL Fidelity New Millennium ETF 15.4 59 6 4.8 +1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 15.4 80 -15 3.8 +0.9
IGM iShares Expanded Tech Sector ETF 15.3 41 24 4.4 +1.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 15.3 20 45 4.8 +1.9
FLQL Franklin LibertyQ U.S. Equity ETF 15.3 15 50 5.9 +3.0
ILCB iShares Morningstar U.S. Equity ETF 15.3 3 62 4.9 +2.0
PBUS Invesco MSCI USA ETF 15.3 4 61 5.0 +2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 15.2 14 51 5.0 +2.1
BKWO BNY Mellon Women's Opportunities ETF 15.2 50 15 3.9 +1.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 15.2 106 -41 3.5 +0.6
FDG American Century Focused Dynamic Growth ETF 15.1 45 20 2.6 -0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.1 15 50 7.3 +4.4
IVV iShares Core S&P 500 ETF 15.1 3 62 5.0 +2.1
VOO Vanguard S&P 500 ETF 15.1 3 62 5.0 +2.1
SPY SPDR S&P 500 ETF Trust 15.1 9 56 5.0 +2.0
SPLG SPDR Portfolio S&P 500 ETF 15.1 2 63 5.0 +2.1
SCHX Schwab U.S. Large-Cap ETF 15.1 3 62 5.0 +2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.0 11 54 4.9 +2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14.9 9 56 5.4 +2.5
JGLO JPMorgan Global Select Equity ETF 14.9 33 32 4.5 +1.5
VONE Vanguard Russell 1000 ETF 14.9 8 57 4.9 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 14.9 22 43 3.8 +0.9
SCHK Schwab 1000 Index ETF 14.9 5 60 5.0 +2.1
IWB iShares Russell 1000 ETF 14.9 15 50 4.8 +1.9
IYY iShares Dow Jones U.S. ETF 14.9 20 45 4.8 +1.9
BUZZ VanEck Social Sentiment ETF 14.8 75 -10 0.3 -2.7
QQMG Invesco ESG NASDAQ 100 ETF 14.8 20 45 4.7 +1.8
DFUS Dimensional U.S. Equity ETF 14.8 9 56 4.9 +1.9
VTI Vanguard Total Stock Market ETF 14.7 3 62 4.7 +1.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 14.7 60 5 3.9 +0.9
TMFC Motley Fool 100 Index ETF 14.6 50 15 3.7 +0.8
SCHB Schwab U.S. Broad Market ETF 14.6 3 62 4.9 +2.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 14.6 15 50 4.1 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 14.6 3 62 4.8 +1.9
IWV iShares Russell 3000 ETF 14.6 20 45 4.7 +1.7
VTHR Vanguard Russell 3000 ETF 14.6 10 55 4.7 +1.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 14.6 3 62 5.1 +2.2
APUE ActivePassive U.S. Equity ETF 14.5 45 20 4.8 +1.9
BIOPX Baron Opportunity Retail 14.5 75 -10 1.0 -1.9
CAML Congress Large Cap Growth ETF 14.4 66 -1 3.2 +0.3
ESGU iShares ESG Aware MSCI USA ETF 14.4 15 50 5.0 +2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.4 10 55 4.4 +1.5
INNO Harbor Disruptive Innovation ETF 14.3 75 -10 1.6 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 14.3 10 55 5.1 +2.2
DFAU Dimensional US Core Equity Market ETF 14.3 12 53 5.0 +2.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 14.2 10 55 4.5 +1.6
SNPG Xtrackers S&P 500 Growth ESG ETF 14.2 15 50 4.7 +1.8
QLC FlexShares US Quality Large Cap Index Fund 14.1 25 40 5.4 +2.4
NTZG Nuveen Global Net Zero Transition ETF 14.0 56 9 4.7 +1.8
NANC Unusual Whales Subversive Democratic Trading ETF 14.0 75 -10 3.9 +1.0
FDLO Fidelity Low Volatility Factor ETF 13.9 15 50 5.3 +2.4
WFH Direxion Work From Home ETF 13.9 45 20 6.0 +3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 13.8 9 56 5.2 +2.3
SUSL iShares ESG MSCI USA Leaders ETF 13.8 10 55 5.1 +2.2
LRGC AB US Large Cap Strategic Equities ETF 13.8 48 17 4.6 +1.6
PCGG Polen Capital Global Growth ETF 13.7 85 -20 3.5 +0.6
CGUS Capital Group Core Equity ETF 13.7 33 32 4.4 +1.5
TOK iShares MSCI Kokusai ETF 13.7 26 39 5.0 +2.1
BTECX Baron Technology 13.6 75 -10 2.4 -0.6
FVAL Fidelity Value Factor ETF 13.6 15 50 7.1 +4.2
BTHM BlackRock Future U.S. Themes ETF 13.5 60 5 4.2 +1.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 13.5 52 13 5.3 +2.4
SOCL Global X Social Media ETF 13.5 65 0 -6.4 -9.3
PWB Invesco Large Cap Growth ETF 13.4 56 9 3.2 +0.3
INRO iShares U.S. Industry Rotation Active ETF 13.4 42 23 4.5 +1.6
KOCG FIS Knights of Columbus Global Belief ETF 13.4 75 -10 5.0 +2.1
CLOU Global X Cloud Computing ETF 13.4 68 -3 1.8 -1.1
LCF Touchstone US Large Cap Focused ETF 13.4 69 -4 4.1 +1.2
DSI iShares MSCI KLD 400 Social ETF 13.3 25 40 5.0 +2.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.3 15 50 5.7 +2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 13.3 25 40 5.2 +2.3
AIEQ AI Powered Equity ETF 13.2 75 -10 3.9 +0.9
DCOR Dimensional US Core Equity 1 ETF 13.2 14 51 5.3 +2.4
FFND Future Fund Active ETF 13.2 100 -35 -0.7 -3.6
QVML Invesco S&P 500 QVM Multi-factor ETF 13.2 11 54 4.8 +1.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 13.2 9 56 4.9 +2.0
URTH iShares MSCI World ETF 13.1 24 41 5.2 +2.3
GDEF Goldman Sachs Defensive Equity ETF 13.1 55 10 4.7 +1.8
FQAL Fidelity Quality Factor ETF 13.1 15 50 5.8 +2.9
IYW iShares U.S. Technology ETF 13.1 40 25 4.4 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 13.1 56 9 5.9 +3.0
EDOW First Trust Dow 30 Equal Weight ETF 13.1 50 15 5.5 +2.5
AFLG First Trust Active Factor Large Cap ETF 13.1 55 10 5.8 +2.9
THRO iShares U.S. Thematic Rotation Active ETF 13.1 90 -25 3.9 +0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 13.0 12 53 4.5 +1.6
CGGR Capital Group Growth ETF 12.9 39 26 3.2 +0.3
AIQ Global X Artificial Intelligence & Technology ETF 12.9 68 -3 4.0 +1.1
AIVC Amplify Bloomberg AI Value Chain ETF 12.8 59 6 5.8 +2.9
IVES Wedbush ETFMG Global Cloud Technology ETF 12.8 68 -3 5.8 +2.8
VIRS Pacer BioThreat Strategy ETF 12.7 70 -5 6.1 +3.2
DFVX Dimensional US Large Cap Vector ETF 12.7 22 43 6.1 +3.2
KLMT Invesco MSCI Global Climate 500 ETF 12.7 10 55 5.4 +2.5
AVSU Avantis Responsible U.S. Equity ETF 12.6 15 50 6.1 +3.2
IGPT Invesco AI and Next Gen Software ETF 12.6 60 5 3.8 +0.9
ARVR First Trust Indxx Metaverse ETF 12.5 70 -5 0.8 -2.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 12.5 57 8 5.9 +3.0
SNPE Xtrackers S&P 500 ESG ETF 12.4 10 55 5.1 +2.2
FCLD Fidelity Cloud Computing ETF 12.4 39 26 3.1 +0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 12.4 48 17 5.9 +3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.4 50 15 4.2 +1.3
RGEF Rockefeller Global Equity ETF 12.3 55 10 5.0 +2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.3 10 55 5.3 +2.4
ADME Aptus Drawdown Managed Equity ETF 12.3 79 -14 4.0 +1.1
QGRO American Century U.S. Quality Growth ETF 12.3 29 36 4.4 +1.5
FLRG Fidelity U.S. Multifactor ETF 12.3 15 50 7.3 +4.4
DFAC Dimensional U.S. Core Equity 2 ETF 12.2 17 48 5.3 +2.4
JHML John Hancock Multifactor Large Cap ETF 12.2 29 36 5.3 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 12.2 20 45 5.2 +2.2
ACWI iShares MSCI ACWI ETF 12.2 32 33 5.3 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 12.2 12 53 4.8 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 12.2 45 20 3.1 +0.2
LRGF iShares U.S. Equity Factor ETF 12.1 8 57 5.6 +2.7
SKYY First Trust Cloud Computing ETF 12.1 60 5 2.8 -0.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 12.1 9 56 5.4 +2.4
FTGS First Trust Growth Strength ETF 12.1 60 5 5.4 +2.5
PSET Principal Quality ETF 12.0 15 50 5.3 +2.4
DFSU Dimensional US Sustainability Core 1 ETF 11.9 18 47 5.4 +2.5
ANEW ProShares MSCI Transformational Changes ETF 11.9 45 20 3.6 +0.6
AVUS Avantis U.S. Equity ETF 11.9 15 50 5.6 +2.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.9 68 -3 2.1 -0.8
SUSA iShares MSCI USA ESG Select ETF 11.8 25 40 5.0 +2.1
OND ProShares On-Demand ETF 11.8 58 7 -2.2 -5.1
DEMZ Democratic Large Cap Core ETF 11.8 45 20 4.2 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 11.8 10 55 5.5 +2.5
ARKF ARK Fintech Innovation ETF 11.8 75 -10 -0.4 -3.3
GK AdvisorShares Gerber Kawasaki ETF 11.8 75 -10 3.3 +0.4
MGRO VanEck Morningstar Wide Moat Growth ETF 11.7 49 16 4.7 +1.8
PNQI Invesco NASDAQ Internet ETF 11.4 60 5 2.3 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 11.3 32 33 4.8 +1.9
VT Vanguard Total World Stock ETF 11.3 7 58 5.5 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 11.3 42 23 5.1 +2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 11.3 35 30 6.3 +3.4
ZECP Zacks Earnings Consistent Portfolio ETF 11.2 55 10 4.7 +1.8
TOGA Tremblant Global ETF 11.2 69 -4 1.9 -1.1
GINN Goldman Sachs Innovate Equity ETF 11.1 52 13 2.8 -0.2
ARKW ARK Next Generation Internet ETF 11.0 87 -22 -0.7 -3.6
SXQG ETC 6 Meridian Quality Growth ETF 11.0 100 -35 4.0 +1.1
GLOF iShares Global Equity Factor ETF 11.0 20 45 7.0 +4.1
QDEF FlexShares Quality Dividend Defensive Index Fund 11.0 37 28 3.9 +1.0
GGRW Gabelli Growth Innovators ETF 10.9 90 -25 2.5 -0.4
HLAL Wahed FTSE USA Shariah ETF 10.9 50 15 4.9 +2.0
CATH Global X S&P 500 Catholic Values Custom ETF 10.8 29 36 4.9 +2.0
GURU Global X Guru Index ETF 10.8 75 -10 1.7 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 10.8 16 49 5.4 +2.5
SQEW LeaderShares Equity Skew ETF 10.7 81 -16 3.9 +1.0
QUAL iShares MSCI USA Quality Factor ETF 10.6 15 50 5.3 +2.3
MILN Global X Millennial Consumer ETF 10.5 50 15 2.6 -0.3
LVOL American Century Low Volatility ETF 10.5 29 36 4.9 +2.0
QDF FlexShares Quality Dividend Index Fund 10.5 37 28 4.2 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 10.4 45 20 4.8 +1.8
IGV iShares Expanded Tech-Software Sector ETF 10.4 41 24 2.3 -0.7
FCPI Fidelity Stocks for Inflation ETF 10.3 15 50 8.1 +5.2
ACVF American Conservative Values ETF 10.2 75 -10 4.2 +1.3
DRIV Global X Autonomous & Electric Vehicles ETF 10.2 68 -3 4.8 +1.9
FDWM Fidelity Women's Leadership ETF 10.2 59 6 4.7 +1.8
JGRW Jensen Quality Growth ETF 10.2 57 8 4.8 +1.9
FTEC Fidelity MSCI Information Technology Index ETF 10.1 8 57 4.6 +1.7
ITAN Sparkline Intangible Value ETF 10.1 50 15 5.9 +3.0
GBUY Goldman Sachs Future Consumer Equity ETF 10.1 75 -10 3.3 +0.4
IUS Invesco RAFI Strategic US ETF 10.1 19 46 6.8 +3.9
VGT Vanguard Information Technology ETF 10.0 10 55 4.4 +1.5
RJMG FT Raymond James Multicap Growth Equity ETF 10.0 85 -20 2.3 -0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 10.0 79 -14 4.6 +1.7
XLK Technology Select Sector SPDR Fund 9.9 9 56 5.1 +2.2
VUSE Vident U.S. Equity Strategy ETF 9.9 50 15 4.4 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 9.8 15 50 7.4 +4.5
ISHP First Trust Nasdaq Retail ETF 9.7 60 5 2.9 -0.1
DUHP Dimensional US High Profitability ETF 9.7 21 44 6.5 +3.5
FPAG FPA Global Equity ETF 9.7 49 16 5.4 +2.5
SAMT Strategas Macro Thematic Opportunities ETF 9.6 65 0 4.1 +1.2
ACSI American Customer Satisfaction ETF 9.6 65 0 4.4 +1.5
TRFK Pacer Data and Digital Revolution ETF 9.6 60 5 4.0 +1.1
BGAIX Baron Global Advantage 9.5 75 -10 0.6 -2.3
SPRX Spear Alpha ETF 9.4 75 -10 2.3 -0.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 9.4 49 16 5.0 +2.1
SHE SPDR MSCI USA Gender Diversity ETF 9.4 20 45 4.9 +2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 9.4 75 -10 4.7 +1.7
IXN iShares Global Tech ETF 9.3 41 24 4.5 +1.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 9.3 85 -20 7.9 +5.0
SPXT ProShares S&P 500 Ex-Technology ETF 9.3 9 56 5.3 +2.4
TRFM AAM Transformers ETF 9.3 49 16 2.0 -1.0
RPG Invesco S&P 500 Pure Growth ETF 9.2 35 30 3.5 +0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.2 19 46 6.2 +3.3
LIVR Intelligent Livermore ETF 9.1 69 -4 6.0 +3.1
SPMO Invesco S&P 500 Momentum ETF 9.1 13 52 3.8 +0.9
NULC Nuveen ESG Large-Cap ETF 9.0 21 44 5.3 +2.4
SYNB Putnam BioRevolution ETF 8.9 70 -5 3.0 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 8.9 28 37 6.0 +3.1
NULG Nuveen ESG Large-Cap Growth ETF 8.7 26 39 4.1 +1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.7 15 50 9.3 +6.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 8.6 65 0 0.2 -2.7
IBUY Amplify Online Retail ETF 8.5 65 0 1.4 -1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.5 80 -15 5.8 +2.8
FCOM Fidelity MSCI Communication Services Index ETF 8.5 8 57 4.5 +1.5
MRAD SmartETFs Advertising & Marketing Technology ETF 8.5 68 -3 5.5 +2.6
HKND Humankind US Stock ETF 8.5 11 54 7.1 +4.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.5 15 50 6.4 +3.5
FDVV Fidelity High Dividend ETF 8.5 15 50 8.7 +5.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 8.5 55 10 4.3 +1.4
JHDV John Hancock U.S. High Dividend ETF 8.5 34 31 6.2 +3.3
QUS SPDR MSCI USA StrategicFactors ETF 8.4 15 50 5.7 +2.8
ARKK ARK Innovation ETF 8.4 75 -10 -3.2 -6.2
JFWD Jacob Forward ETF 8.2 75 -10 0.0 -2.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.2 50 15 5.7 +2.8
BTEK Future Tech ETF 8.2 88 -23 2.3 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 8.1 12 53 5.8 +2.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 8.1 56 9 1.1 -1.8
USSE Segall Bryant & Hamill Select Equity ETF 8.0 65 0 3.7 +0.7
BWEB Bitwise Web3 ETF 8.0 85 -20 0.7 -2.2
DLN WisdomTree U.S. LargeCap Dividend Fund 7.9 28 37 5.7 +2.8
JMOM JPMorgan U.S. Momentum Factor ETF 7.9 12 53 4.5 +1.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.9 61 4 1.2 -1.7
SDEP SFP Core Equity Strategy 7.9 10 55 6.3 +3.4
VOX Vanguard Communication Services ETF 7.8 10 55 4.4 +1.4
GDVD R3 Global Dividend Growth ETF 7.8 88 -23 5.5 +2.6
IQM Franklin Intelligent Machines ETF 7.6 50 15 3.2 +0.3
MOTO SmartETFs Smart Transportation & Technology ETF 7.6 68 -3 7.3 +4.4
TINY ProShares Nanotechnology ETF 7.6 58 7 1.9 -1.0
SMH VanEck Semiconductor ETF 7.6 35 30 5.3 +2.4
SOXQ Invesco PHLX Semiconductor ETF 7.6 19 46 5.3 +2.3
SOXX iShares Semiconductor ETF 7.6 35 30 6.6 +3.7
BOUT Innovator IBD Breakout Opportunities ETF 7.6 81 -16 3.6 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 7.6 60 5 4.9 +2.0
IVRS iShares Future Metaverse Tech and Communications ETF 7.6 47 18 -4.9 -7.8
HLGE Hartford Longevity Economy ETF 7.5 44 21 6.0 +3.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.5 75 -10 6.1 +3.2
PRAY FIS Christian Stock Fund 7.3 69 -4 5.9 +3.0
GDIV Harbor Dividend Growth Leaders ETF 7.2 50 15 5.8 +2.9
VEGN US Vegan Climate ETF 7.1 60 5 4.5 +1.6
GGME Invesco Next Gen Media and Gaming ETF 7.1 60 5 3.5 +0.6
ARKQ ARK Autonomous Technology & Robotics ETF 7.0 75 -10 2.4 -0.5
BELT iShares Long-Term U.S. Equity Active ETF 7.0 75 -10 3.5 +0.6
RWL Invesco S&P 500 Revenue ETF 7.0 39 26 6.7 +3.8
TMFG Motley Fool Global Opportunities ETF 7.0 85 -20 3.2 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 7.0 30 35 5.9 +3.0
DTD WisdomTree U.S. Total Dividend Fund 7.0 28 37 6.0 +3.1
IEDI iShares U.S. Consumer Focused ETF 6.9 18 47 5.1 +2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.9 25 40 5.6 +2.7
LCLG Logan Capital Broad Innovative Growth ETF 6.9 99 -34 4.6 +1.6
RAFE PIMCO RAFI ESG U.S. ETF 6.8 29 36 7.2 +4.3
CGDV Capital Group Dividend Value ETF 6.6 33 32 5.6 +2.7
BUYZ Franklin Disruptive Commerce ETF 6.6 50 15 1.8 -1.1
JEPI JPMorgan Equity Premium Income ETF 6.6 35 30 5.1 +2.2
FBOT Fidelity Disruptive Automation ETF 6.5 50 15 3.6 +0.7
MOTE VanEck Morningstar ESG Moat ETF 6.3 49 16 5.2 +2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.2 58 7 5.0 +2.1
IXP iShares Global Comm Services ETF 6.2 42 23 5.1 +2.1
XLC Communication Services Select Sector SPDR Fund 6.2 9 56 5.6 +2.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.2 65 0 8.2 +5.2
DFNV Donoghue Forlines Innovation ETF 6.2 69 -4 4.7 +1.7
FNDX Schwab Fundamental US Large Co. Index ETF 6.2 25 40 6.8 +3.9
RTH VanEck Retail ETF 6.2 35 30 6.3 +3.4
INCE Franklin Income Equity Focus ETF 6.2 29 36 5.7 +2.7
CLNR IQ Cleaner Transport ETF 6.2 45 20 6.8 +3.9
SPHB Invesco S&P 500 High Beta ETF 6.1 25 40 3.5 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.1 35 30 4.6 +1.7
STXD Strive 1000 Dividend Growth ETF 6.0 35 30 5.2 +2.3
BLOK Amplify Transformational Data Sharing ETF 6.0 75 -10 0.0 -2.9
CHGX AXS Change Finance ESG ETF 6.0 49 16 5.3 +2.4
EMOT First Trust S&P 500 Economic Moat ETF 5.9 60 5 6.8 +3.8
TIME Clockwise Core Equity & Innovation ETF 5.9 95 -30 2.3 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.9 29 36 6.4 +3.5
SPHQ Invesco S&P 500 Quality ETF 5.9 15 50 5.7 +2.8
DIVS SmartETFs Dividend Builder ETF 5.8 65 0 5.0 +2.1
FNDB Schwab Fundamental US Broad Market Index ETF 5.8 25 40 6.8 +3.8
IYC iShares U.S. Consumer Discretionary ETF 5.8 40 25 3.4 +0.5
QTUM Defiance Quantum ETF 5.8 40 25 3.6 +0.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.8 8 57 4.5 +1.6
VCR Vanguard Consumer Discretionary ETF 5.7 10 55 4.4 +1.5
AWAY ETFMG Travel Tech ETF 5.7 76 -11 -5.2 -8.1
ROUS Hartford Multifactor US Equity ETF 5.6 19 46 6.5 +3.6
SPGP Invesco S&P 500 GARP ETF 5.6 34 31 7.9 +5.0
BGIG Bahl & Gaynor Income Growth ETF 5.6 45 20 5.0 +2.1
XLY Consumer Discretionary Select Sector SPDR Fund 5.6 9 56 4.7 +1.8
KRUZ Unusual Whales Subversive Republican Trading ETF 5.5 75 -10 5.4 +2.5
DVND Touchstone Dividend Select ETF 5.5 67 -2 5.8 +2.9
KONG Formidable Fortress ETF 5.5 89 -24 5.5 +2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 5.5 50 15 4.4 +1.5
ICAP InfraCap Equity Income Fund ETF 5.4 171 -106 6.0 +3.1
RXI iShares Global Consumer Discretionary ETF 5.4 41 24 5.4 +2.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.4 65 0 1.6 -1.3
MOAT VanEck Morningstar Wide Moat ETF 5.3 46 19 5.6 +2.7
PRF Invesco FTSE RAFI US 1000 ETF 5.3 39 26 6.8 +3.8
BLCV iShares Large Cap Value Active ETF 5.3 53 12 8.1 +5.2
JVAL JPMorgan U.S. Value Factor ETF 5.3 12 53 7.8 +4.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.2 49 16 4.4 +1.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.2 40 25 5.7 +2.8
BDGS Bridges Capital Tactical ETF 5.2 78 -13 0.0 -2.9
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 16 5.8 +2.9
DUSA Davis Select U.S. Equity ETF 5.1 61 4 7.1 +4.2
ONLN ProShares Online Retail ETF 5.1 58 7 3.3 +0.4
ROE Astoria US Quality Kings ETF 5.1 49 16 7.2 +4.3
USXF iShares ESG Advanced MSCI USA ETF 5.1 10 55 5.0 +2.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 5.1 75 -10 2.9 -0.1
PFM Invesco Dividend Achievers ETF 5.0 53 12 5.3 +2.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.0 7 58 7.6 +4.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 47 5.6 +2.7
VIG Vanguard Dividend Appreciation ETF 4.9 6 59 5.6 +2.7
VLU SPDR S&P 1500 Value Tilt ETF 4.9 12 53 6.7 +3.7
JOET Virtus Terranova US Quality Momentum ETF 4.9 29 36 4.7 +1.8
XT iShares Exponential Technologies ETF 4.8 46 19 4.8 +1.9
HART IQ Healthy Hearts ETF 4.8 45 20 5.0 +2.1
APIE ActivePassive International Equity ETF 4.7 45 20 8.1 +5.2
XITK SPDR FactSet Innovative Technology ETF 4.6 45 20 2.2 -0.7
BJK VanEck Gaming ETF 4.6 65 0 1.4 -1.5
BETZ Roundhill Sports Betting & iGaming ETF 4.6 75 -10 1.6 -1.3
ODDS Pacer BlueStar Digital Entertainment ETF 4.6 60 5 2.3 -0.6
NETZ TCW Transform Systems ETF 4.5 75 -10 3.6 +0.7
AGQI First Trust Active Global Quality Income ETF 4.5 85 -20 5.9 +2.9
BDIV AAM Brentview Dividend Growth ETF 4.5 49 16 4.4 +1.5
SWP SWP Growth & Income ETF 4.5 99 -34 4.1 +1.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.5 50 15 6.7 +3.8
EQWL Invesco S&P 100 Equal Weight ETF 4.5 25 40 6.3 +3.4
CGDG Capital Group Dividend Growers ETF 4.5 47 18 6.6 +3.7
ABEQ Absolute Select Value ETF 4.4 85 -20 4.3 +1.4
FHLC Fidelity MSCI Health Care Index ETF 4.4 8 57 6.0 +3.1
PAWZ ProShares Pet Care ETF 4.4 50 15 3.8 +0.8
PINK Simplify Health Care ETF 4.4 50 15 3.3 +0.4
BHCHX Baron Health Care Strategy 4.4 75 -10 -0.8 -3.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.4 60 5 9.8 +6.9
PPH VanEck Pharmaceutical ETF 4.4 36 29 9.6 +6.7
PJP Invesco Pharmaceuticals ETF 4.4 57 8 10.3 +7.4
IYH iShares U.S. Healthcare ETF 4.4 40 25 6.6 +3.7
XLV Health Care Select Sector SPDR Fund 4.4 9 56 7.4 +4.5
THNR Amplify Weight Loss Drug & Treatment ETF 4.4 59 6 5.2 +2.3
PY Principal Value ETF 4.4 15 50 7.0 +4.1
DTEC ALPS Disruptive Technologies ETF 4.4 50 15 3.7 +0.8
DGRO iShares Core Dividend Growth ETF 4.3 8 57 6.3 +3.4
DAT ProShares Big Data Refiners ETF 4.2 58 7 2.0 -1.0
HAIL SPDR S&P Kensho Smart Mobility ETF 4.2 45 20 -3.0 -5.9
STCE Schwab Crypto Thematic ETF 4.2 30 35 -1.6 -4.5
IBLC iShares Blockchain and Tech ETF 4.2 47 18 -1.7 -4.6
TINT ProShares Smart Materials ETF 4.1 58 7 6.4 +3.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 4.1 75 -10 4.6 +1.6
PEXL Pacer US Export Leaders ETF 4.1 60 5 5.7 +2.7
VFMO Vanguard U.S. Momentum Factor ETF 4.1 13 52 2.1 -0.8
WGMI Valkyrie Bitcoin Miners ETF 4.0 75 -10 -6.3 -9.2
ARKX ARK Space Exploration & Innovation ETF 4.0 75 -10 2.4 -0.5
MEDX Horizon Kinetics Medical ETF 4.0 85 -20 -0.3 -3.2
FXL First Trust Technology AlphaDEX Fund 4.0 61 4 5.1 +2.1
IHE iShares U.S. Pharmaceuticals ETF 4.0 40 25 8.7 +5.8
FIVG Defiance Next Gen Connectivity ETF 3.9 30 35 5.8 +2.9
VICE AdvisorShares Vice ETF 3.9 99 -34 5.0 +2.1
FTXL First Trust Nasdaq Semiconductor ETF 3.9 60 5 7.2 +4.3
IBOT Vaneck Robotics ETF 3.9 47 18 4.1 +1.2
BOTZ Global X Robotics & Artificial Intelligence ETF 3.9 69 -4 2.4 -0.6
ERTH Invesco MSCI Sustainable Future ETF 3.9 62 3 3.6 +0.7
PSI Invesco Semiconductors ETF 3.9 57 8 6.3 +3.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.9 39 26 4.0 +1.1
IDAT iShares Future Cloud 5G and Tech ETF 3.9 47 18 4.3 +1.4
MTUM iShares MSCI USA Momentum Factor ETF 3.9 15 50 4.1 +1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 3.9 49 16 5.6 +2.7
YALL God Bless America ETF 3.9 65 0 3.2 +0.3
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 3.9 40 25 5.3 +2.4
SIXG Defiance Connective Technologies ETF 3.9 30 35 5.1 +2.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.9 61 4 -2.4 -5.3
DURA VanEck Durable High Dividend ETF 3.9 29 36 7.4 +4.5
VHT Vanguard Health Care ETF 3.9 10 55 5.7 +2.8
DGT SPDR Global Dow ETF 3.8 50 15 6.8 +3.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.8 40 25 3.9 +1.0
QQQN VictoryShares Nasdaq Next 50 ETF 3.8 18 47 4.9 +2.0
EBIZ Global X E-Commerce ETF 3.8 50 15 2.1 -0.9
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.8 60 5 6.4 +3.5
WCLD WisdomTree Cloud Computing Fund 3.7 45 20 1.5 -1.5
XTN SPDR S&P Transportation ETF 3.7 35 30 2.1 -0.9
AVEM Avantis Emerging Markets Equity ETF 3.7 33 32 8.9 +5.9
BKCI BNY Mellon Concentrated International ETF 3.7 80 -15 4.2 +1.3
SXUS Janus Henderson International Sustainable Equity ETF 3.7 60 5 4.2 +1.3
OSEA Harbor International Compounders ETF 3.7 55 10 4.3 +1.3
OAIM OneAscent International Equity ETF 3.7 95 -30 5.1 +2.2
EMC Global X Emerging Markets Great Consumer ETF 3.7 75 -10 4.5 +1.6
EMM Global X Emerging Markets ex-China ETF 3.7 75 -10 4.2 +1.3
GMF SPDR S&P Emerging Asia Pacific ETF 3.7 49 16 6.1 +3.2
FRDM Freedom 100 Emerging Markets ETF 3.7 49 16 7.3 +4.4
UMMA Wahed Dow Jones Islamic World ETF 3.7 65 0 4.6 +1.6
USMV iShares MSCI USA Min Vol Factor ETF 3.6 15 50 5.6 +2.7
XSD SPDR S&P Semiconductor ETF 3.6 35 30 4.9 +2.0
MVPA Miller Value Partners Appreciation ETF 3.6 60 5 10.4 +7.4
HDV iShares Core High Dividend ETF 3.6 8 57 7.1 +4.2
BOTT Themes Robotics & Automation ETF 3.6 35 30 4.7 +1.8
DAPP VanEck Digital Transformation ETF 3.6 50 15 -2.9 -5.8
FINX Global X FinTech ETF 3.6 68 -3 2.6 -0.3
GFOF Grayscale Future of Finance ETF 3.6 70 -5 -0.7 -3.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.6 75 -10 4.7 +1.7
FFTY Innovator IBD 50 ETF 3.6 80 -15 -0.6 -3.5
LOUP Innovator Deepwater Frontier Tech ETF 3.5 70 -5 1.3 -1.6
WCBR WisdomTree Cybersecurity Fund 3.5 45 20 2.0 -1.0
CIBR First Trust NASDAQ Cybersecurity ETF 3.5 60 5 4.1 +1.2
BUG Global X Cybersecurity ETF 3.5 51 14 2.1 -0.9
IHAK iShares Cybersecurity & Tech ETF 3.5 47 18 3.2 +0.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 3.5 60 5 3.5 +0.6
SPAM Themes Cybersecurity ETF 3.5 35 30 2.0 -1.0
EQUL IQ Engender Equality ETF 3.5 45 20 5.7 +2.8
BKCH Global X Blockchain ETF 3.4 50 15 -2.8 -5.7
IXJ iShares Global Healthcare ETF 3.4 42 23 6.5 +3.6
BDFIX Baron Discovery 3.4 75 -10 0.2 -2.7
BNGE First Trust S-Network Streaming and Gaming ETF 3.4 70 -5 -3.5 -6.4
JIG JPMorgan International Growth ETF 3.4 55 10 4.6 +1.7
AVLV Avantis U.S. Large Cap Value ETF 3.4 15 50 7.1 +4.2
TTAC FCF US Quality ETF 3.3 59 6 6.3 +3.3
OCEN IQ Clean Oceans ETF 3.3 45 20 6.1 +3.1
TBG TBG Dividend Focus ETF 3.2 59 6 6.8 +3.8
IDNA iShares Genomics Immunology and Healthcare ETF 3.1 47 18 -4.3 -7.2
DWLD Davis Select Worldwide ETF 3.1 63 2 6.7 +3.8
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.1 78 -13 9.0 +6.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 0 3.9 +1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 3.1 60 5 6.9 +3.9
VOT Vanguard Mid-Cap Growth ETF 3.1 7 58 3.4 +0.4
CWI SPDR MSCI ACWI ex-US ETF 3.0 30 35 6.9 +4.0
XPH SPDR S&P Pharmaceuticals ETF 2.9 35 30 5.5 +2.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.9 13 52 5.0 +2.1
CANC Tema Oncology ETF 2.9 75 -10 -3.6 -6.5
IWP iShares Russell Mid-Cap Growth ETF 2.7 23 42 3.1 +0.2
KNCT Invesco Next Gen Connectivity ETF 2.7 40 25 5.6 +2.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.7 45 20 5.6 +2.7
XRT SPDR S&P Retail ETF 2.7 35 30 10.5 +7.6
FPX First Trust US Equity Opportunities ETF 2.7 61 4 1.5 -1.5
NXTG First Trust Indxx NextG ETF 2.7 70 -5 6.2 +3.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 59 4.0 +1.0
VXF Vanguard Extended Market ETF 2.6 6 59 3.5 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.6 20 45 6.4 +3.4
UDI USCF Dividend Income Fund 2.6 65 0 7.3 +4.4
GINX SGI Enhanced Global Income ETF 2.6 98 -33 5.6 +2.7
ILCV iShares Morningstar Value ETF 2.6 4 61 6.2 +3.3
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 2.5 40 25 6.3 +3.4
OPTZ Optimize Strategy Index ETF 2.5 50 15 2.9 -0.0
FIXT Procure Disaster Recovery Strategy ETF 2.5 75 -10 5.8 +2.9
DTCR Global X Data Center & Digital Infrastructure ETF 2.5 50 15 4.7 +1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.5 15 50 4.5 +1.6
TMFX Motley Fool Next Index ETF 2.5 50 15 2.8 -0.2
TEMP JPMorgan Climate Change Solutions ETF 2.4 49 16 5.5 +2.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.4 58 7 4.6 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 56 5.8 +2.8
QUVU Hartford Quality Value ETF 2.3 46 19 6.6 +3.7
JAVA JPMorgan Active Value ETF 2.3 44 21 5.7 +2.8
BPAY BlackRock Future Financial and Technology ETF 2.3 70 -5 8.2 +5.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 13 5.6 +2.7
FMED Fidelity Disruptive Medicine ETF 2.3 50 15 -0.4 -3.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.3 31 34 3.4 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 2.3 58 7 7.8 +4.9
PTF Invesco Dorsey Wright Technology Momentum ETF 2.3 60 5 1.5 -1.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 2.2 60 5 7.7 +4.8
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 56 5.7 +2.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 0 2.7 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.1 40 25 6.3 +3.4
KNO AXS Knowledge Leaders ETF 2.1 78 -13 4.9 +2.0
CGIE Capital Group International Equity ETF 2.1 54 11 4.9 +2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 6 2.4 -0.5
ACWV iShares MSCI Global Min Vol Factor ETF 2.0 20 45 6.3 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 -5 4.4 +1.4
FTCS First Trust Capital Strength ETF 2.0 55 10 5.7 +2.8
USRD Themes US R&D Champions ETF 2.0 29 36 7.0 +4.0
XSW SPDR S&P Software & Services ETF 1.9 35 30 1.5 -1.4
MEM Matthews Emerging Markets Equity Active ETF 1.9 79 -14 5.4 +2.5
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 25 5.6 +2.7
MBOX Freedom Day Dividend ETF 1.9 39 26 7.4 +4.5
VALQ American Century U.S. Quality Value ETF 1.9 29 36 7.4 +4.5
FDIV MarketDesk Focused U.S. Dividend ETF 1.9 35 30 5.1 +2.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 15 7.6 +4.7
SIZE iShares MSCI USA Size Factor ETF 1.8 15 50 5.6 +2.7
CBSE Clough Select Equity ETF 1.8 85 -20 0.4 -2.6
FMDE Fidelity Enhanced Mid Cap ETF 1.8 23 42 6.0 +3.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 5 4.6 +1.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.8 20 45 5.2 +2.3
FITE SPDR S&P Kensho Future Security ETF 1.8 45 20 2.2 -0.7
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 15 9.1 +6.2
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 52 7.5 +4.6
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -24 4.9 +2.0
FDFF Fidelity Disruptive Finance ETF 1.8 50 15 4.1 +1.2
USMF WisdomTree U.S. Multifactor Fund 1.7 28 37 7.1 +4.2
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 1.7 41 24 7.8 +4.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.7 12 53 5.3 +2.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.7 60 5 3.9 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.7 35 30 5.1 +2.2
PTL Inspire 500 ETF 1.7 9 56 5.6 +2.7
DSTX Distillate International Fundamental Stability & Value ETF 1.6 55 10 8.0 +5.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.6 39 26 -1.7 -4.6
SSPY Syntax Stratified LargeCap ETF 1.6 30 35 6.3 +3.4
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 61 5.7 +2.8
SMRI Bushido Capital US Equity ETF 1.6 71 -6 7.7 +4.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.5 20 45 5.6 +2.6
BFOR ALPS Barron's 400 ETF 1.5 65 0 5.6 +2.7
IPDP Dividend Performers ETF 1.5 122 -57 5.2 +2.2
BFIIX Baron FinTech 1.5 75 -10 3.4 +0.5
VFMF Vanguard U.S. Multifactor ETF 1.5 18 47 8.5 +5.6
CFA VictoryShares US 500 Volatility Wtd ETF 1.5 35 30 5.6 +2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.5 40 25 5.6 +2.6
MINV Matthews Asia Innovators Active ETF 1.5 79 -14 3.0 +0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.4 40 25 8.0 +5.1
VO Vanguard Mid-Cap ETF 1.4 4 61 5.3 +2.4
SNPV Xtrackers S&P 500 Value ESG ETF 1.4 15 50 6.4 +3.5
MGV Vanguard Mega Cap Value ETF 1.4 7 58 6.4 +3.5
ETHO Etho Climate Leadership U.S. ETF 1.4 47 18 3.4 +0.5
ROBO ROBO Global Robotics & Automation Index ETF 1.4 95 -30 3.5 +0.6
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 45 6.1 +3.1
WLDR Affinity World Leaders Equity ETF 1.4 67 -2 8.1 +5.2
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 45 1.0 -1.9
VYM Vanguard High Dividend Yield Index ETF 1.4 6 59 6.8 +3.9
RSHO Tema American Reshoring ETF 1.4 75 -10 3.4 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 22 5.1 +2.2
ULVM VictoryShares US Value Momentum ETF 1.3 20 45 7.0 +4.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 1 1.8 -1.1
CNCR Range Cancer Therapeutics ETF 1.2 79 -14 0.0 -2.9
MVAL VanEck Morningstar Wide Moat Value ETF 1.2 49 16 6.4 +3.5
WDNA WisdomTree BioRevolution Fund 1.2 45 20 -3.8 -6.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 45 6.8 +3.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.2 18 47 7.2 +4.3
FLDZ RiverNorth Patriot ETF 1.2 75 -10 5.2 +2.2
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 61 6.4 +3.5
COWZ Pacer US Cash Cows 100 ETF 1.1 49 16 9.9 +7.0
BINV Brandes International ETF 1.1 70 -5 8.5 +5.6
BIBL Inspire 100 ETF 1.1 35 30 5.1 +2.1
VTV Vanguard Value ETF 1.1 4 61 6.6 +3.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.1 5 60 7.3 +4.4
IYT iShares US Transportation ETF 1.1 40 25 2.1 -0.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.0 61 4 6.2 +3.2
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 108 -43 4.3 +1.3
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 38 8.6 +5.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.0 65 0 4.7 +1.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.0 25 40 9.6 +6.7
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.0 27 38 0.0 -2.9
IWR iShares Russell Midcap ETF 1.0 19 46 5.4 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 0.9 18 47 6.4 +3.5
BMED Future Health ETF 0.9 85 -20 -0.2 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.9 49 16 10.4 +7.5
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 6 5.6 +2.6
PDP Invesco Dorsey Wright Momentum ETF 0.9 62 3 3.2 +0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -10 6.8 +3.9
DEUS Xtrackers Russell US Multifactor ETF 0.9 17 48 6.9 +4.0
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 45 6.3 +3.3
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 61 6.0 +3.0
FVD First Trust Value Line Dividend Index Fund 0.9 65 0 6.3 +3.3
ROAM Hartford Multifactor Emerging Markets ETF 0.8 44 21 15.8 +12.9
PSC Principal U.S. Small-Cap ETF 0.8 38 27 5.9 +3.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -5 2.7 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.8 30 35 7.9 +5.0
HOMZ Hoya Capital Housing ETF 0.8 30 35 7.0 +4.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.8 49 16 10.2 +7.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 30 35 8.0 +5.0
MAGA Point Bridge America First ETF 0.7 72 -7 5.6 +2.7
DIVB iShares Core Dividend ETF 0.7 5 60 7.5 +4.6
VOOV Vanguard S&P 500 Value ETF 0.7 10 55 6.3 +3.4
IVE iShares S&P 500 Value ETF 0.7 18 47 6.3 +3.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.7 4 61 6.4 +3.5
BSCFX Baron Small Cap Retail 0.7 75 -10 3.5 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 26 7.6 +4.7
CCMG CCM Global Equity ETF 0.7 34 31 7.6 +4.6
IYJ iShares U.S. Industrials ETF 0.7 40 25 4.5 +1.6
VBK Vanguard Small-Cap Growth ETF 0.7 7 58 1.1 -1.8
IUSV iShares Core S&P US Value ETF 0.7 4 61 6.4 +3.5
BLES Inspire Global Hope ETF 0.7 61 4 6.4 +3.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.7 80 -15 4.2 +1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.7 52 13 5.1 +2.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 58 7 5.0 +2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.6 38 27 5.7 +2.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.6 18 47 6.4 +3.5
ITEQ BlueStar Israel Technology ETF 0.6 75 -10 1.2 -1.8
STXV Strive 1000 Value ETF 0.6 18 47 7.5 +4.6
VFH Vanguard Financials ETF 0.6 10 55 5.7 +2.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 58 5.3 +2.4
VSDA VictoryShares Dividend Accelerator ETF 0.6 35 30 6.7 +3.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.6 61 4 6.0 +3.1
ACTV LeaderShares Activist Leaders ETF 0.5 75 -10 6.7 +3.8
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 23 6.1 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 6 8.2 +5.3
FNCL Fidelity MSCI Financials Index ETF 0.5 8 57 5.6 +2.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 40 6.0 +3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 26 4.1 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 59 7.5 +4.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.4 85 -20 -0.3 -3.2
DVY iShares Select Dividend ETF 0.4 38 27 8.0 +5.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 5 6.8 +3.9
VB Vanguard Small-Cap ETF 0.4 5 60 4.9 +2.0
IWS iShares Russell Mid-Cap Value ETF 0.3 23 42 6.2 +3.3
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 23 6.6 +3.6
SFYX SoFi Next 500 ETF 0.3 0 65 4.7 +1.8
STXK Strive Small-Cap ETF 0.3 18 47 5.0 +2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.2 15 50 5.8 +2.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -2 8.6 +5.6
DFLV Dimensional US Large Cap Value ETF 0.2 22 43 7.4 +4.5
GVLU Gotham 1000 Value ETF 0.2 50 15 7.4 +4.5
VBR Vanguard Small Cap Value ETF 0.2 7 58 7.8 +4.9
TGRW T. Rowe Price Growth Stock ETF 0.2 52 13 3.7 +0.8
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 59 7.2 +4.3
ISMD Inspire Small/Mid Cap ETF 0.2 54 11 5.3 +2.4
DFUV Dimensional US Marketwide Value ETF 0.2 22 43 7.2 +4.2
ERNZ TrueShares Active Yield ETF 0.2 75 -10 10.9 +8.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.1 4 61 5.6 +2.7
STXM Strive Mid-Cap ETF 0.1 18 47 6.1 +3.1
SCHA Schwab U.S. Small-Cap ETF 0.1 4 61 4.4 +1.5
ISCB iShares Morningstar Small-Cap ETF 0.1 4 61 4.8 +1.8
IWD iShares Russell 1000 Value ETF 0.1 19 46 6.1 +3.2
VONV Vanguard Russell 1000 Value ETF 0.1 8 57 6.3 +3.3
VIS Vanguard Industrials ETF 0.1 10 55 4.2 +1.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.1 17 48 4.7 +1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 50 4.6 +1.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 59 2.3 -0.7
SMMD iShares Russell 2500 ETF 0.1 15 50 5.5 +2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 53 6.2 +3.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 8 3.4 +0.5
FIDU Fidelity MSCI Industrial Index ETF 0.1 8 57 4.5 +1.6
DFAS Dimensional U.S. Small Cap ETF 0.1 26 39 5.5 +2.6
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 15 4.8 +1.8
TEQI T. Rowe Price Equity Income ETF 0.0 54 11 3.8 +0.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 57 7.3 +4.3
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 37 7.8 +4.8
RODE Hartford Multifactor Diversified International ETF 0.0 29 36 11.8 +8.9

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Trenchless Fund ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.7 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 2.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.57
 
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.