Invesco S&P SmallCap 600 Revenue ETF
ALTAR
Score™		 10.5% info Recommen-
dation		 SPECULATIVE
2023E    2024E
P/E
ratio		 12.6x P/Sales
ratio		 0.2x
P/BV
ratio		 1.2x Div.
yield		 1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
RWJ tracks an index of S&P SmallCap 600 Index stocks that are weighted by revenue.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Feb 19, 2008
Assets (mns) $1,217
Currency USD
Expense ratio 39 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Revenue
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 584
Wgt avg mkt cap (mns) $2,025
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 42.0%
Small cap (<$2bn) 56.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WORLD FUEL SERVICES CORP 4.9 %
UNITED NATURAL FOODS INC 2.6 %
GROUP 1 AUTOMOTIVE INC 1.6 %
ANDERSONS INC/THE 1.6 %
OWENS & MINOR INC 1.4 %
ASBURY AUTOMOTIVE GROUP 1.4 %
LUMEN TECHNOLOGIES, INC. 1.2 %
REALOGY HOLDINGS CORP 1.0 %
SONIC AUTOMOTIVE INC-CLASS A 1.0 %
INSIGHT ENTERPRISES INC 1.0 %
Total 17.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.8 %
BERMUDA 1.2 %
BRITAIN 0.7 %
CAYMAN ISLANDS 0.2 %
PUERTO RICO 0.2 %
NETHERLANDS 0.0 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-2.7% -7.5% 9.0% 10.2% 10.9%

Market Correlations
versus... Beta R-squared
S&P500 1.09 46%
MSCI EAFE 1.11 48%
MSCI Emg. Mkts. 0.82 27%

Technical Indicators
Recent close $111.94
30d moving avg. $107.50
Annualized volatility 29.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 20.2%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 67
Turnover 0.6%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $4,584

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the Invesco S&P SmallCap 600 Revenue ETF ETF based on the alternatives' overlap in portfolio holdings with RWJ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: RWJ Expense: 39 bp ALTAR Score™: 10.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH RWJ
Ticker Fund
Name		 Overlap1
vs RWJ
(%)		 Expense
ratio
(bp)		 Savings
vs RWJ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs RWJ
(%)
VIOO Vanguard S&P Small-Cap 600 ETF 58.3 10 29 8.1 -2.4
IJR iShares Core S&P Small Cap ETF 58.2 6 33 8.1 -2.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 58.1 5 34 8.2 -2.3
SLY SPDR S&P 600 Small Cap ETF 58.1 15 24 8.1 -2.5
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 57.7 19 20 8.5 -2.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 57.3 15 24 9.3 -1.2
IJS iShares S&P Small-cap 600 Value ETF 57.2 18 21 9.3 -1.3
SLYV SPDR S&P 600 Small Cap Value ETF 57.2 15 24 9.2 -1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 56.1 15 24 8.3 -2.2
XJR iShares ESG Screened S&P Small-Cap ETF 54.2 12 27 7.6 -3.0
SSLY Syntax Stratified SmallCap ETF 52.9 35 4 7.2 -3.3
SMLE Xtrackers S&P SmallCap 600 ESG ETF 49.2 15 24 8.4 -2.2
ESIX SPDR S&P SmallCap 600 ESG ETF 49.1 12 27 8.5 -2.1
EES WisdomTree SmallCap Earnings Fund 38.8 38 1 12.4 +1.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 38.5 35 4 12.6 +2.1
AVSC Avantis U.S Small Cap Equity ETF 37.5 25 14 5.3 -5.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 37.2 9 30 4.7 -5.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 36.2 20 19 7.9 -2.6
FYX First Trust Small Cap Core AlphaDEX Fund 35.1 61 -22 8.2 -2.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 34.9 25 14 6.6 -4.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 33.8 15 24 7.0 -3.5
IJT iShares S&P Small-Cap 600 Growth ETF 33.7 18 21 7.0 -3.6
SLYG SPDR S&P 600 Small Cap Growth ETF 33.7 15 24 7.0 -3.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 32.6 39 0 12.0 +1.5
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 32.6 35 4 8.6 -2.0
TPSC Timothy Plan US Small Cap Core ETF 32.5 52 -13 8.7 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 32.3 39 0 4.1 -6.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 32.2 29 10 8.3 -2.2
IWM iShares Russell 2000 ETF 31.6 19 20 4.5 -6.1
VTWO Vanguard Russell 2000 Index Fund 31.3 10 29 4.4 -6.1
DFAS Dimensional U.S. Small Cap ETF 30.7 28 11 6.9 -3.6
IWN iShares Russell 2000 Value ETF 30.3 23 16 6.3 -4.2
VTWV Vanguard Russell 2000 Value Index Fund 30.2 15 24 6.1 -4.4
AVUV Avantis U.S. Small Cap Value ETF 29.8 25 14 11.2 +0.7
DFSV Dimensional US Small Cap Value ETF 29.7 31 8 9.5 -1.0
DFAT Dimensional U.S. Targeted Value ETF 29.6 29 10 9.5 -1.0
FYT First Trust Small Cap Value AlphaDEX Fund 29.4 71 -32 11.8 +1.3
DES WisdomTree U.S. SmallCap Dividend Fund 28.6 38 1 9.9 -0.7
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 27.7 35 4 8.5 -2.0
PSC Principal U.S. Small Cap Index ETF 26.9 38 1 8.5 -2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 26.6 39 0 7.6 -3.0
CSML IQ Chaikin U.S. Small Cap ETF 26.0 35 4 6.6 -3.9
ISMD Inspire Small/Mid Cap Impact ETF 25.3 48 -9 5.8 -4.7
ISCV iShares Morningstar Small Cap Value ETF 24.5 6 33 8.5 -2.1
RNSC Small Cap US Equity Select ETF 24.5 60 -21 9.0 -1.5
SCHA Schwab U.S. Small-Cap ETF 24.1 4 35 5.6 -4.9
ISCB iShares Morningstar Small-Cap ETF 23.3 4 35 5.2 -5.3
ROSC Hartford Multifactor Small Cap ETF 23.0 34 5 11.5 +1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 22.9 59 -20 15.8 +5.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 21.8 29 10 13.0 +2.4
IWO iShares Russell 2000 Growth ETF 21.7 23 16 2.8 -7.7
VTWG Vanguard Russell 2000 Growth Index Fund 21.6 15 24 2.9 -7.6
AFSM First Trust Active Factor Small Cap ETF 21.3 75 -36 10.1 -0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 20.9 24 15 8.7 -1.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 20.3 38 1 11.3 +0.8
XSMO Invesco S&P SmallCap Momentum ETF 20.2 39 0 6.5 -4.0
STXK Strive Small-Cap ETF 20.1 18 21 5.4 -5.1
SVAL iShares US Small Cap Value Factor ETF 19.5 20 19 12.0 +1.5
PSCI Invesco S&P SmallCap Industrials ETF 19.0 29 10 7.8 -2.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 19.0 25 14 9.9 -0.7
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 18.9 17 22 5.7 -4.8
XSHQ Invesco S&P SmallCap Quality ETF 18.8 29 10 11.7 +1.2
SQLV Legg Mason Small-Cap Quality Value 18.3 61 -22 11.3 +0.8
ISCG iShares Morningstar Small-Cap Growth ETF 17.5 6 33 2.1 -8.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 17.1 12 27 8.2 -2.3
FSMD Fidelity Small-Mid Factor ETF 16.5 29 10 8.2 -2.3
VBR Vanguard Small Cap Value Index Fund 16.4 7 32 9.2 -1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 16.4 4 35 6.1 -4.4
SIXS 6 Meridian Small Cap Equity ETF 16.2 100 -61 9.3 -1.3
DSMC Distillate Small/Mid Cash Flow ETF 16.1 55 -16 13.7 +3.2
VFMF Vanguard U.S. Multifactor ETF 16.0 18 21 10.1 -0.5
NUSC Nuveen ESG Small-Cap ETF 15.6 30 9 5.6 -5.0
VB Vanguard Small-Cap ETF 15.2 5 34 6.1 -4.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 15.2 30 9 6.0 -4.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 14.8 35 4 8.4 -2.1
VFVA Vanguard U.S. Value Factor ETF 14.2 13 26 12.0 +1.5
VXF Vanguard Extended Market Index Fund 14.1 6 33 4.3 -6.2
FAB First Trust Multi Cap Value AlphaDEX Fund 13.6 69 -30 11.4 +0.9
DWAS Invesco DWA SmallCap Momentum ETF 13.5 60 -21 2.8 -7.7
FYC First Trust Small Cap Growth AlphaDEX Fund 13.2 70 -31 2.0 -8.5
VAMO Cambria Value & Momentum ETF 13.2 64 -25 12.4 +1.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 12.7 36 3 8.9 -1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 12.1 30 9 8.9 -1.6
VFQY Vanguard U.S. Quality Factor ETF 11.9 13 26 8.3 -2.3
PSCF Invesco S&P SmallCap Financials ETF 11.5 29 10 11.2 +0.7
XSLV Invesco S&P SmallCap Low Volatility ETF 11.3 25 14 7.8 -2.7
EZM WisdomTree U.S. MidCap Earnings Fund 10.7 38 1 11.3 +0.8
GVLU Gotham 1000 Value ETF 10.6 50 -11 10.8 +0.3
XRT SPDR S&P Retail ETF 10.5 35 4 4.9 -5.6
IWC iShares Micro-Cap ETF 10.5 60 -21 -3.9 -14.4
BFOR Barron's 400 ETF 10.3 65 -26 9.1 -1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 9.9 63 -24 3.6 -6.9
VBK Vanguard Small-Cap Growth Index Fund 9.9 7 32 1.7 -8.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 9.7 20 19 6.3 -4.2
VFMO Vanguard U.S. Momentum Factor ETF 9.4 13 26 4.1 -6.5
PSCC Invesco S&P SmallCap Consumer Staples ETF 9.3 29 10 5.9 -4.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 8.8 30 9 8.9 -1.6
JHSC John Hancock Multifactor Small Cap ETF 8.7 42 -3 7.1 -3.4
SMDV ProShares Russell 2000 Dividend Growers ETF 8.7 41 -2 6.7 -3.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 8.6 35 4 9.2 -1.3
PSCT Invesco S&P SmallCap Information Technology ETF 8.4 29 10 5.9 -4.6
PSCE Invesco S&P SmallCap Energy ETF 8.1 29 10 6.4 -4.2
NVQ QRAFT AI-Enhanced US Next Value ETF 8.0 75 -36 13.2 +2.7
PWC Invesco Dynamic Market ETF 8.0 60 -21 7.6 -2.9
DEEP Roundhill Acquirers Deep Value ETF 7.9 80 -41 17.9 +7.4
PSCH Invesco S&P SmallCap Health Care ETF 7.4 29 10 3.1 -7.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 7.1 30 9 13.0 +2.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 6.8 82 -43 6.7 -3.8
FNX First Trust Mid Cap Core AlphaDEX Fund 6.8 59 -20 8.3 -2.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 6.7 25 14 6.6 -3.9
PSCM Invesco S&P SmallCap Materials ETF 6.7 29 10 6.6 -3.9
IFRA iShares U.S. Infrastructure ETF 6.5 30 9 6.3 -4.2
QVAL Alpha Architect U.S. Quantitative Value ETF 6.5 49 -10 14.2 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 6.5 19 20 6.8 -3.7
SYLD Cambria Shareholder Yield ETF 6.3 59 -20 12.8 +2.3
KOMP SPDR Kensho New Economies Composite ETF 6.2 20 19 -1.1 -11.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 6.2 64 -25 8.0 -2.6
AFMC First Trust Active Factor Mid Cap ETF 6.1 65 -26 9.8 -0.8
RNMC Mid Cap US Equity Select ETF 5.9 60 -21 8.9 -1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.9 60 -21 12.1 +1.6
WCEO Hypatia Women CEO ETF 5.5 85 -46 5.8 -4.7
AVUS Avantis U.S. Equity ETF 5.3 15 24 7.1 -3.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.2 80 -41 7.1 -3.4
XHS SPDR S&P Health Care Services ETF 5.2 35 4 0.2 -10.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 5.2 95 -56 2.4 -8.1
HLGE Hartford Longevity Economy ETF 5.2 44 -5 8.8 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 5.0 18 21 6.8 -3.8
DHS WisdomTree U.S. High Dividend Fund 5.0 38 1 10.1 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 4.9 70 -31 12.9 +2.4
DFUV Dimensional US Marketwide Value ETF 4.8 23 16 8.9 -1.6
HOMZ Hoya Capital Housing ETF 4.7 30 9 9.5 -1.1
PAVE Global X U.S. Infrastructure Development ETF 4.7 47 -8 7.1 -3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.5 7 32 5.9 -4.6
VLU SPDR S&P 1500 Value Tilt ETF 4.5 12 27 8.5 -2.0
ITB iShares U.S. Home Construction ETF 4.4 39 0 12.8 +2.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.2 70 -31 3.2 -7.3
PSCU Invesco S&P SmallCap Utilities ETF 4.1 29 10 6.4 -4.1
PKW Invesco Buyback Achievers ETF 4.0 64 -25 9.8 -0.7
RYJ Invesco Raymond James SB-1 Equity ETF 4.0 81 -42 5.4 -5.2
SAGP Strategas Global Policy Opportunities ETF 3.9 65 -26 7.5 -3.1
VIS Vanguard Industrials Index Fund 3.9 10 29 5.6 -5.0
CVAR Cultivar ETF 3.9 87 -48 8.6 -1.9
PKB Invesco Dynamic Building & Construction ETF 3.8 60 -21 11.3 +0.8
QQQS Invesco NASDAQ Future Gen 200 ETF 3.8 20 19 -8.5 -19.0
PYZ Invesco DWA Basic Materials Momentum ETF 3.8 60 -21 9.7 -0.8
FIDU Fidelity MSCI Industrials Index ETF 3.8 8 31 5.9 -4.6
FMAT Fidelity MSCI Materials Index ETF 3.7 84 -45 6.6 -3.9
JSTC Adasina Social Justice All Cap Global ETF 3.6 89 -50 6.3 -4.2
DBLV AdvisorShares DoubleLine Value Equity ETF 3.6 91 -52 11.1 +0.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 3.5 60 -21 8.8 -1.7
VAW Vanguard Materials Index Fund 3.5 10 29 7.1 -3.4
CVY Invesco Zacks Multi-Asset Income ETF 3.5 100 -61 11.1 +0.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.5 25 14 7.7 -2.9
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -8 5.4 -5.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.4 8 31 5.3 -5.2
VUSE Vident Core US Equity Fund 3.4 50 -11 7.4 -3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 10 8.3 -2.3
VDC Vanguard Consumer Staples Index Fund 3.3 10 29 6.1 -4.4
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 3.2 127 -88 2.1 -8.4
FSTA Fidelity MSCI Consumer Staples Index ETF 3.2 8 31 6.0 -4.5
HKND Humankind US Stock ETF 3.2 11 28 7.4 -3.1
XTN SPDR S&P Transportation ETF 3.1 35 4 2.7 -7.8
VFH Vanguard Financials Index Fund 3.1 10 29 8.8 -1.8
XHB SPDR S&P Homebuilders ETF 3.0 45 -6 11.2 +0.7
OSCV Opus Small Cap Value Plus ETF 3.0 79 -40 6.4 -4.1
XME SPDR S&P Metals & Mining ETF 2.9 35 4 8.7 -1.9
SMOT VanEck Morningstar SMID Moat ETF 2.9 49 -10 8.3 -2.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.9 35 4 11.2 +0.7
VFMV Vanguard U.S. Minimum Volatility ETF 2.9 13 26 6.5 -4.1
SRHQ SRH U.S. Quality ETF 2.8 35 4 9.2 -1.3
PBJ Invesco Dynamic Food & Beverage ETF 2.8 63 -24 5.7 -4.9
IYT iShares Transportation Average ETF 2.8 39 0 3.0 -7.5
DFAU Dimensional US Core Equity Market ETF 2.7 12 27 6.2 -4.3
VCR Vanguard Consumer Discretionary Index Fund 2.7 10 29 5.2 -5.3
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 2.7 48 -9 8.0 -2.6
FNCL Fidelity MSCI Financials Index ETF 2.7 8 31 8.8 -1.7
KRE SPDR S&P Regional Banking ETF 2.6 35 4 12.7 +2.2
PRN Invesco DWA Industrials Momentum ETF 2.6 60 -21 6.6 -3.9
XTL SPDR S&P Telecom ETF 2.6 35 4 8.2 -2.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.4 21 18 4.1 -6.5
WGRO WisdomTree U.S. Growth & Momentum Fund 2.4 55 -16 7.3 -3.2
FTEC Fidelity MSCI Information Technology Index ETF 2.4 8 31 5.3 -5.2
SFYX Sofi Next 500 ETF 2.4 0 39 6.2 -4.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.3 12 27 6.0 -4.6
VDE Vanguard Energy Index Fund 2.3 10 29 7.3 -3.2
SDY SPDR S&P Dividend ETF 2.3 35 4 7.2 -3.3
GENY Principal Millennials Index ETF 2.3 45 -6 7.1 -3.4
BRNY Burney U.S. Factor Rotation ETF 2.3 79 -40 8.2 -2.3
FDM First Trust Dow Jones Select Microcap Index Fund 2.2 60 -21 9.3 -1.2
FENY Fidelity MSCI Energy Index ETF 2.2 8 31 7.4 -3.1
SPTM SPDR Portfolio Total Stock Market ETF 2.2 3 36 6.3 -4.2
AUSF Global X Adaptive U.S. Factor ETF 2.2 27 12 10.3 -0.2
ACTV LeaderShares Activist Leaders ETF 2.2 75 -36 12.3 +1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 36 5.9 -4.6
KBE SPDR S&P Bank ETF 2.1 35 4 12.5 +2.0
IWV iShares Russell 3000 ETF 2.1 20 19 5.7 -4.8
KRUZ Unusual Whales Subversive Republican Trading ETF 2.1 75 -36 6.3 -4.3
VTI Vanguard Total Stock Market Index Fund 2.1 3 36 5.8 -4.7
DON WisdomTree U.S. MidCap Dividend Fund 2.1 38 1 9.8 -0.7
AIRR First Trust RBA American Industrial Renaissance ETF 2.1 70 -31 6.5 -4.0
VTHR Vanguard Russell 3000 Index Fund 2.1 10 29 5.8 -4.7
FREL Fidelity MSCI Real Estate Index ETF 2.1 84 -45 6.6 -3.9
BOUT Innovator IBD Breakout Opportunities ETF 2.1 80 -41 2.7 -7.9
SCHB Schwab U.S. Broad Market ETF 2.1 3 36 6.0 -4.5
DTD WisdomTree U.S.Total Dividend Fund 2.1 28 11 7.6 -2.9
KCAL Subversive Food Security ETF 2.1 75 -36 7.4 -3.1
IHF iShares U.S. Healthcare Providers ETF 2.0 39 0 6.4 -4.1
TMDV ProShares Russell US Dividend Growers ETF 2.0 36 3 6.4 -4.1
PRNT The 3D Printing ETF 2.0 66 -27 -4.0 -14.5
PSL Invesco DWA Consumer Staples Momentum ETF 2.0 60 -21 5.6 -5.0
VNQ Vanguard REIT Index Fund 2.0 12 27 7.4 -3.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.9 50 -11 3.7 -6.8
PPA Invesco Aerospace & Defense ETF 1.9 61 -22 4.6 -5.9
DFUS Dimensional U.S. Equity ETF 1.9 11 28 6.0 -4.6
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.8 39 0 10.4 -0.1
TMFX Motley Fool Next Index ETF 1.8 50 -11 3.7 -6.8
USVT US Value ETF 1.8 49 -10 12.3 +1.7
WBIY WBI Power Factor High Dividend ETF 1.8 70 -31 15.4 +4.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.8 15 24 7.3 -3.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.8 35 4 -1.7 -12.2
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 1.8 35 4 3.0 -7.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.7 60 -21 8.5 -2.0
EATZ AdvisorShares Restaurant ETF 1.7 99 -60 17.6 +7.1
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 30 5.8 -4.7
IEZ iShares U.S. Oil Equipment & Services ETF 1.7 39 0 1.6 -8.9
DFAR Dimensional US Real Estate ETF 1.7 19 20 7.3 -3.2
FDWM Fidelity Women's Leadership ETF 1.7 59 -20 5.9 -4.6
SCHH Schwab U.S. REIT ETF 1.6 7 32 7.5 -3.1
USRT iShares Core U.S. REIT ETF 1.6 8 31 7.5 -3.0
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.6 60 -21 11.1 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 0 7.8 -2.7
PEY Invesco High Yield Equity Dividend Achievers ETF 1.6 53 -14 9.3 -1.2
IPDP Dividend Performers ETF 1.6 89 -50 6.0 -4.5
PICK iShares MSCI Global Metals & Mining Producers ETF 1.6 39 0 13.0 +2.5
FHLC Fidelity MSCI Health Care Index ETF 1.6 8 31 6.7 -3.8
MGMT Ballast Small/Mid Cap ETF 1.6 110 -71 7.4 -3.1
SXQG 6 Meridian Quality Growth ETF 1.6 100 -61 5.2 -5.3
BYTE Roundhill IO Digital Infrastructure ETF 1.6 76 -37 5.4 -5.2
VHT Vanguard Health Care Index Fund 1.6 10 29 6.8 -3.7
VRAI Virtus Real Asset Income ETF 1.6 55 -16 8.3 -2.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.5 11 28 7.5 -3.1
FRI First Trust S&P REIT Index Fund 1.5 50 -11 7.1 -3.4
IYZ iShares U.S. Telecommunications ETF 1.5 39 0 11.7 +1.2
MBOX Freedom Day Dividend ETF 1.5 39 0 8.8 -1.7
OIH VanEck Oil Services ETF 1.5 35 4 1.5 -9.0
LVHD Legg Mason Low Volatility High Dividend ETF 1.5 27 12 9.6 -0.9
PXE Invesco Dynamic Energy Exploration & Production ETF 1.5 63 -24 12.3 +1.8
IAK iShares U.S. Insurance ETF 1.5 39 0 8.1 -2.4
FLRG Fidelity U.S. Multifactor ETF 1.4 29 10 8.0 -2.5
ZIG The Acquirers Fund 1.4 89 -50 17.9 +7.4
AMID Argent Mid Cap ETF 1.4 52 -13 9.3 -1.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 1.4 8 31 5.6 -4.9
BFIT Global X Health & Wellness ETF 1.4 50 -11 5.6 -4.9
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 1.4 85 -46 8.4 -2.1
VALQ American Century STOXX U.S. Quality Value ETF 1.4 29 10 10.0 -0.5
PDP Invesco DWA Momentum ETF 1.4 62 -23 6.0 -4.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.4 18 21 5.7 -4.8
HAIL SPDR S&P Kensho Smart Mobility ETF 1.4 45 -6 -3.2 -13.7
GRNR Global X Green Building ETF 1.4 45 -6 7.7 -2.8
RWR SPDR Dow Jones REIT ETF 1.4 25 14 7.3 -3.3
PTF Invesco DWA Technology Momentum ETF 1.4 60 -21 1.5 -9.0
IGE iShares North American Natural Resources ETF 1.4 40 -1 7.2 -3.3
REET iShares Global REIT ETF 1.4 14 25 7.1 -3.4
GURU Global X Guru Index ETF 1.4 75 -36 5.4 -5.1
VOX Vanguard Telecommunication Services Index Fund 1.3 10 29 5.6 -4.9
RWO SPDR Dow Jones Global Real Estate ETF 1.3 50 -11 6.8 -3.8
SLX VanEck Steel ETF 1.3 55 -16 26.1 +15.6
DFGR Dimensional Global Real Estate ETF 1.3 22 17 6.9 -3.6
FITE SPDR Kensho Future Security ETF 1.3 45 -6 3.3 -7.2
PXJ Invesco Dynamic Oil & Gas Services ETF 1.3 63 -24 0.1 -10.4
ERET iShares Environmentally Aware Real Estate ETF 1.3 30 9 7.3 -3.2
ENRG SoFi Smart Energy ETF 1.3 59 -20 -1.6 -12.1
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.3 108 -69 2.7 -7.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 19 7.0 -3.6
FIW First Trust Water ETF 1.2 53 -14 4.5 -6.0
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -46 4.5 -6.0
ROKT SPDR S&P Kensho Final Frontiers ETF 1.2 45 -6 1.9 -8.6
VGT Vanguard Information Technology Index Fund 1.2 10 29 5.3 -5.2
QGRO American Century STOXX U.S. Quality Growth ETF 1.2 29 10 5.9 -4.6
ERSX ERShares NextGen Entrepreneurs ETF 1.2 75 -36 6.6 -3.9
SKYY First Trust Cloud Computing ETF 1.2 60 -21 3.8 -6.7
KIE SPDR S&P Insurance ETF 1.2 35 4 8.6 -1.9
KBWR Invesco KBW Regional Banking ETF 1.2 35 4 11.7 +1.1
TMFS Motley Fool Small Cap Growth ETF 1.1 85 -46 2.9 -7.6
SHPP Pacer Industrials and Logistics ETF 1.1 60 -21 11.2 +0.7
PHO Invesco Water Resources ETF 1.1 60 -21 4.7 -5.8
MAKX ProShares S&P Kensho Smart Factories ETF 1.1 58 -19 3.5 -7.0
PFI Invesco DWA Financial Momentum ETF 1.1 60 -21 7.2 -3.3
CSD Invesco S&P Spin-Off ETF 1.1 65 -26 6.4 -4.1
DIV Global X SuperDividend US ETF 1.1 45 -6 9.2 -1.3
CRUZ Defiance Hotel Airline and Cruise ETF 1.1 45 -6 -6.1 -16.6
XHE SPDR S&P Health Care Equipment ETF 1.1 35 4 0.5 -10.0
VYM Vanguard High Dividend Yield Index ETF 1.1 6 33 8.4 -2.1
PSI Invesco Dynamic Semiconductors ETF 1.1 56 -17 6.4 -4.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.1 45 -6 0.7 -9.8
FCG First Trust Natural Gas ETF 1.0 60 -21 10.7 +0.2
RIET Hoya Capital High Dividend Yield ETF 1.0 50 -11 12.2 +1.7
PXI Invesco DWA Energy Momentum ETF 1.0 60 -21 6.9 -3.7
VT Vanguard Total World Stock ETF 1.0 7 32 6.7 -3.9
FIVG Defiance Next Gen Connectivity ETF 1.0 30 9 7.7 -2.8
MILN Global X Millennial Consumer ETF 1.0 50 -11 2.7 -7.9
DRIV Global X Autonomous & Electric Vehicles ETF 1.0 68 -29 4.4 -6.1
TRFM AAM Transformers ETF 1.0 49 -10 1.8 -8.7
IGM iShares Expanded Tech Sector ETF 1.0 40 -1 4.9 -5.6
ITA iShares U.S. Aerospace & Defense ETF 1.0 39 0 3.5 -7.1
FVD First Trust Value Line Dividend Index Fund 1.0 67 -28 6.7 -3.8
SNSR Global X Internet of Things Thematic ETF 1.0 68 -29 4.5 -6.0
PBW Invesco WilderHill Clean Energy ETF 1.0 61 -22 -6.6 -17.1
BSEA ETFMG Breakwave Sea Decarbonization Tech ETF 1.0 75 -36 0.8 -9.7
JETS US Global Jets ETF 1.0 60 -21 -14.3 -24.8
ERTH Invesco MSCI Sustainable Future ETF 1.0 56 -17 4.2 -6.3
TTAC TrimTabs US Free Cash Flow Quality ETF 0.9 59 -20 7.0 -3.6
XAR SPDR S&P Aerospace & Defense ETF 0.9 35 4 2.2 -8.3
ROUS Hartford Multifactor US Equity ETF 0.9 19 20 8.6 -1.9
XSW SPDR S&P Software & Services ETF 0.9 35 4 2.6 -8.0
KBWP Invesco KBW Property & Casualty Insurance ETF 0.9 35 4 7.2 -3.3
MISL First Trust Indxx Aerospace & Defense ETF 0.9 60 -21 4.6 -5.9
CGV Conductor Global Equity Value ETF 0.9 128 -89 11.4 +0.9
PPTY PPTY-U.S. Diversified Real Estate ETF 0.9 49 -10 7.2 -3.3
FTXR First Trust Nasdaq Transportation ETF 0.9 60 -21 7.3 -3.2
IGN iShares North American Tech-Multimedia Networking ETF 0.9 40 -1 8.0 -2.5
RDOG ALPS REIT Dividend Dogs ETF 0.9 35 4 12.7 +2.2
FPX First Trust US IPO Index Fund 0.9 57 -18 1.1 -9.4
EVX VanEck Environmental Services ETF 0.8 55 -16 3.5 -7.0
FCPI Fidelity Stocks for Inflation ETF 0.8 29 10 9.6 -0.9
RSHO Tema American Reshoring ETF 0.8 75 -36 3.7 -6.8
BTEC Principal Healthcare Innovators Index ETF 0.8 42 -3 -3.5 -14.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 20 1.1 -9.4
AGNG Global X Aging Population ETF 0.8 50 -11 4.1 -6.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.8 25 14 7.8 -2.7
SDIV Global X SuperDividend ETF 0.8 58 -19 20.4 +9.9
STLV iShares Factors US Value Style ETF 0.8 25 14 10.7 +0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 0.8 45 -6 10.7 +0.2
VIG Vanguard Dividend Appreciation Index Fund 0.8 6 33 6.4 -4.1
PFM Invesco Dividend Achievers ETF 0.8 53 -14 6.4 -4.1
FLDZ RiverNorth Volition America Patriot ETF 0.8 70 -31 6.9 -3.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 30 6.4 -4.1
TRFK Pacer Data and Digital Revolution ETF 0.8 60 -21 5.1 -5.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.8 63 -24 4.7 -5.8
METV Roundhill Ball Metaverse ETF 0.8 59 -20 4.2 -6.3
FTXG First Trust Nasdaq Food & Beverage ETF 0.7 60 -21 5.7 -4.9
HART IQ Healthy Hearts ETF 0.7 45 -6 6.2 -4.3
IHI iShares U.S. Medical Devices ETF 0.7 39 0 4.6 -5.9
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.7 35 4 17.1 +6.6
EDOC Global X Telemedicine & Digital Health ETF 0.7 68 -29 -6.8 -17.3
PTEC Global X PropTech ETF 0.7 50 -11 3.0 -7.5
XSD SPDR S&P Semiconductor ETF 0.7 35 4 6.5 -4.0
ACES ALPS Clean Energy ETF 0.7 55 -16 -2.5 -13.0
PSR Invesco Active U.S. Real Estate Fund 0.7 35 4 6.9 -3.6
SCHD Schwab U.S. Dividend Equity ETF 0.7 6 33 9.6 -1.0
HAP VanEck Natural Resources ETF 0.7 49 -10 8.9 -1.6
VPU Vanguard Utilities Index Fund 0.7 10 29 6.2 -4.3
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 31 6.3 -4.2
FILL iShares MSCI Global Energy Producers ETF 0.7 39 0 9.5 -1.0
KCE SPDR S&P Capital Markets ETF 0.7 35 4 9.0 -1.5
NURE Nuveen Short-Term REIT ETF 0.7 35 4 5.8 -4.7
XBI SPDR S&P BIOTECH ETF 0.7 35 4 0.0 -10.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.7 50 -11 7.4 -3.1
FFTY Innovator IBD 50 ETF 0.7 80 -41 1.9 -8.6
DRLL Strive U.S. Energy ETF 0.7 41 -2 6.9 -3.6
XITK SPDR FactSet Innovative Technology ETF 0.6 45 -6 0.2 -10.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -41 9.2 -1.4
SUPL ProShares Supply Chain Logistics ETF 0.6 58 -19 15.1 +4.6
RNEW VanEck Green Infrastructure ETF 0.6 45 -6 1.1 -9.4
VDNI V-Shares US Leadership Diversity ETF 0.6 29 10 6.3 -4.2
ANEW ProShares MSCI Transformational Changes ETF 0.6 45 -6 5.5 -5.1
PTH Invesco DWA Healthcare Momentum ETF 0.6 60 -21 -2.9 -13.4
FMIL Fidelity New Millennium ETF 0.6 59 -20 6.3 -4.2
CUT Invesco MSCI Global Timber ETF 0.6 60 -21 9.4 -1.1
WOOD iShares Global Timber & Forestry ETF 0.6 40 -1 10.3 -0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.6 49 -10 3.9 -6.6
VEGI iShares MSCI Global Agriculture Producers ETF 0.6 39 0 9.0 -1.5
DIVB iShares Core Dividend 0.6 5 34 8.9 -1.6
HOTL Kelly Hotel & Lodging Sector ETF 0.6 78 -39 2.8 -7.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.6 75 -36 7.0 -3.6
IPAY ETFMG Prime Mobile Payments ETF 0.6 75 -36 7.7 -2.9
AIEQ AI Powered Equity ETF 0.6 75 -36 6.8 -3.7
FTXL First Trust Nasdaq Semiconductor ETF 0.6 60 -21 7.5 -3.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.6 47 -8 -0.8 -11.3
IBB iShares NASDAQ Biotechnology ETF 0.6 44 -5 0.7 -9.9
AVRE Avantis Real Estate ETF 0.6 17 22 6.5 -4.1
UFO Procure Space ETF 0.6 75 -36 2.3 -8.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.6 24 15 9.3 -1.2
BFTR Future Innovators ETF 0.6 80 -41 2.4 -8.1
GQRE FlexShares Global Quality Real Estate Index Fund 0.6 45 -6 7.8 -2.7
TINY ProShares Nanotechnology ETF 0.5 58 -19 1.4 -9.1
IHE iShares U.S. Pharmaceuticals ETF 0.5 39 0 9.4 -1.1
IUS Invesco Strategic US ETF 0.5 19 20 7.5 -3.0
CBSE Changebridge Capital Sustainable Equity ETF 0.5 85 -46 3.3 -7.2
YUMY VanEck Future of Food ETF 0.5 69 -30 4.2 -6.3
XT iShares Exponential Technologies ETF 0.5 46 -7 3.5 -7.1
IPO Renaissance IPO ETF 0.5 60 -21 -0.2 -10.7
CGW Invesco S&P Global Water Index ETF 0.5 57 -18 4.7 -5.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.5 52 -13 7.6 -2.9
TECB iShares US Tech Breakthrough Multisector ETF 0.5 40 -1 4.8 -5.8
WDNA WisdomTree BioRevolution Fund 0.5 45 -6 -3.9 -14.4
DTEC ALPS Disruptive Technologies ETF 0.5 50 -11 4.1 -6.4
DGRO iShares Core Dividend Growth ETF 0.5 8 31 7.3 -3.3
IGV iShares Expanded Tech-Software ETF 0.5 40 -1 4.1 -6.4
EFRA iShares Environmental Infrastructure and Industrials ETF 0.5 47 -8 6.0 -4.5
DEW WisdomTree Global High Dividend Fund 0.5 58 -19 10.5 -0.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.5 60 -21 9.9 -0.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.5 39 0 -0.8 -11.3
BOAT SonicShares Global Shipping ETF 0.5 69 -30 20.5 +9.9
EATV VegTech Plant-based Innovation & Climate ETF 0.5 75 -36 2.7 -7.8
SBIO ALPS Medical Breakthroughs ETF 0.5 50 -11 -1.4 -11.9
XPH SPDR S&P Pharmaceuticals ETF 0.5 35 4 4.5 -6.0
FTAG First Trust Indxx Global Agriculture ETF 0.5 70 -31 10.8 +0.3
BOTZ Global X Robotics & Artificial Intelligence ETF 0.5 68 -29 2.9 -7.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.5 58 -19 -0.3 -10.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 2 7.5 -3.0
SEA U.S. Global Sea to Sky Cargo ETF 0.5 60 -21 32.9 +22.4
AQWA Global X Clean Water ETF 0.5 50 -11 4.8 -5.8
EBLU Ecofin Global Water ESG Fund 0.5 40 -1 4.3 -6.2
GDIV Harbor Dividend Growth Leaders ETF 0.5 50 -11 7.0 -3.5
GERM ETFMG Treatments Testing and Advancements ETF 0.5 68 -29 -9.2 -19.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.4 45 -6 5.0 -5.5
FTXO First Trust Nasdaq Bank ETF 0.4 60 -21 12.1 +1.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.4 70 -31 20.2 +9.7
ICLN iShares Global Clean Energy ETF 0.4 40 -1 3.4 -7.2
SMMD iShares Russell 2500 ETF 0.4 15 24 6.3 -4.2
MVPS Amplify Thematic All-Stars ETF 0.4 49 -10 2.0 -8.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.4 30 9 8.9 -1.7
PBS Invesco Dynamic Media ETF 0.4 63 -24 7.0 -3.5
RDVY First Trust Rising Dividend Achievers ETF 0.4 50 -11 10.2 -0.4
FVAL Fidelity Value Factor ETF 0.4 29 10 9.2 -1.3
VICE AdvisorShares Vice ETF 0.4 99 -60 8.7 -1.8
PNQI Invesco NASDAQ Internet ETF 0.4 60 -21 3.0 -7.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 47 -8 5.6 -4.9
FDHT Fidelity Digital Health ETF 0.4 39 0 0.2 -10.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.4 79 -40 0.0 -10.5
OCEN IQ Clean Oceans ETF 0.4 45 -6 6.5 -4.0
EDUT Global X Education ETF 0.4 50 -11 2.4 -8.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 19 10.8 +0.3
ACSI American Customer Satisfaction Core Alpha ETF 0.4 65 -26 6.1 -4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -26 2.4 -8.1
IAI iShares U.S. Broker-Dealers ETF 0.4 39 0 8.8 -1.7
BLDG Cambria Global Real Estate ETF 0.4 59 -20 9.4 -1.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.4 69 -30 8.0 -2.6
GRZZ Grizzle Growth ETF 0.4 75 -36 6.8 -3.7
NDIV Amplify Natural Resources Dividend Income ETF 0.4 59 -20 13.4 +2.9
STCE Schwab Crypto Thematic ETF 0.4 30 9 -4.8 -15.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.4 46 -7 6.8 -3.7
IDRV iShares Self-driving EV & Tech ETF 0.4 47 -8 1.1 -9.5
CARZ First Trust NASDAQ Global Auto Index Fund 0.4 70 -31 5.0 -5.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.4 46 -7 9.5 -1.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.4 55 -16 6.8 -3.7
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -20 2.4 -8.1
HDUS Hartford Disciplined US Equity ETF 0.3 19 20 7.1 -3.4
BNE Blue Horizon BNE ETF 0.3 87 -48 3.8 -6.7
BULD Pacer BlueStar Engineering the Future ETF 0.3 60 -21 0.1 -10.4
PXQ Invesco Dynamic Networking ETF 0.3 63 -24 5.7 -4.8
PJP Invesco Dynamic Pharmaceuticals ETF 0.3 58 -19 7.5 -3.1
FFND Future Fund Active ETF 0.3 101 -62 2.3 -8.2
AIQ Global X Future Analytics Tech ETF 0.3 68 -29 4.7 -5.8
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 -20 3.6 -6.9
IWS iShares Russell Mid-Cap Value ETF 0.3 23 16 7.6 -3.0
ARB AltShares Merger Arbitrage ETF 0.3 67 -28 8.0 -2.5
ROOF IQ US Real Estate Small Cap ETF 0.3 60 -21 4.9 -5.7
SOLR SmartETFs Sustainable Energy II Fund 0.3 79 -40 3.7 -6.9
WDIV SPDR Global Dividend ETF 0.3 40 -1 11.5 +1.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.3 75 -36 4.9 -5.6
HTEC ROBO Global Healthcare Technology & Innovation ETF 0.3 68 -29 -0.9 -11.4
SMOG VanEck Low Carbon Energy ETF 0.3 55 -16 3.0 -7.5
USMF WisdomTree U.S. Multifactor Fund 0.3 28 11 8.5 -2.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.3 60 -21 10.1 -0.4
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 -8 5.6 -4.9
MORT VanEck Mortgage REIT Income ETF 0.3 41 -2 13.5 +3.0
REM iShares Mortgage Real Estate ETF 0.3 48 -9 15.2 +4.7
BECO BlackRock Future Climate and Sustainable Economy ETF 0.3 70 -31 5.0 -5.5
FDMO Fidelity Momentum Factor ETF 0.3 29 10 5.1 -5.4
JPRE JPMorgan Realty Income ETF 0.3 50 -11 6.6 -3.9
PBD Invesco Global Clean Energy ETF 0.3 75 -36 -0.7 -11.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.3 60 -21 11.4 +0.9
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 24 9.1 -1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 0.3 20 19 8.9 -1.6
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.3 55 -16 3.4 -7.2
GK AdvisorShares Gerber Kawasaki ETF 0.3 81 -42 5.0 -5.5
MJ ETFMG Alternative Harvest ETF 0.3 75 -36 0.0 -10.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.3 57 -18 15.5 +5.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 21 9.0 -1.5
CGGR Capital Group Growth ETF 0.3 39 0 4.0 -6.5
XWEB SPDR S&P Internet ETF 0.3 35 4 -12.5 -23.0
KBWD Invesco KBW High Dividend Yield Financial ETF 0.3 124 -85 13.1 +2.6
ROBO Robo Global Robotics & Automation Index ETF 0.3 95 -56 3.3 -7.3
PSJ Invesco Dynamic Software ETF 0.3 56 -17 3.3 -7.3
DSI iShares MSCI KLD 400 Social ETF 0.3 25 14 6.0 -4.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 24 12.8 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 -8 6.1 -4.4
TOKE Cambria Cannabis ETF 0.3 42 -3 -20.1 -30.6
BMED BlackRock Future Health ETF 0.3 85 -46 1.9 -8.6
CWS AdvisorShares Focused Equity ETF 0.3 66 -27 6.0 -4.5
IWR iShares Russell Midcap ETF 0.2 18 21 6.5 -4.1
LETB AdvisorShares Let Bob AI Powered Momentum ETF 0.2 107 -68 7.1 -3.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 0.2 17 22 8.4 -2.1
FAN First Trust Global Wind Energy ETF 0.2 62 -23 4.3 -6.2
CNRG SPDR S&P Kensho Clean Power ETF 0.2 45 -6 2.7 -7.8
PBE Invesco Dynamic Biotechnology & Genome ETF 0.2 59 -20 1.5 -9.0
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.2 37 2 8.7 -1.8
FPRO Fidelity Real Estate Investment ETF 0.2 59 -20 5.8 -4.7
BRF VanEck Brazil Small-Cap ETF 0.2 59 -20 6.4 -4.1
JVAL JPMorgan U.S. Value Factor ETF 0.2 12 27 9.7 -0.8
IDNA iShares Genomics Immunology & Healthcare ETF 0.2 47 -8 -7.2 -17.7
PAWZ ProShares Pet Care ETF 0.2 50 -11 2.9 -7.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.2 65 -26 -0.7 -11.2
BAD B.A.D. ETF 0.2 75 -36 3.2 -7.3
BTHM BlackRock Future U.S. Themes ETF 0.2 60 -21 6.2 -4.3
TPYP Tortoise North American Pipeline Fund 0.2 40 -1 5.6 -4.9
CGUS Capital Group Core Equity ETF 0.2 33 6 5.8 -4.8
PUI Invesco DWA Utilities Momentum ETF 0.2 60 -21 5.8 -4.8
UAV AdvisorShares Drone Technology ETF 0.2 99 -60 5.2 -5.3
VIRS Pacer BioThreat Strategy ETF 0.2 70 -31 6.9 -3.6
GSFP Goldman Sachs Future Planet Equity ETF 0.2 75 -36 3.9 -6.6
BLLD JPMorgan Sustainable Infrastructure ETF 0.2 49 -10 6.1 -4.4
DKRB Subversive Decarbonization ETF 0.2 75 -36 4.9 -5.6
BEDZ AdvisorShares Hotel ETF 0.2 99 -60 1.4 -9.2
SAMT Strategas Macro Thematic Opportunities ETF 0.2 65 -26 4.1 -6.5
HACK ETFMG Prime Cyber Security ETF 0.2 60 -21 5.0 -5.5
QLV FlexShares US Quality Low Volatility Index Fund 0.2 22 17 6.1 -4.4
JRNY ALPS Global Travel Beneficiaries ETF 0.2 65 -26 0.8 -9.8
GNOM Global X Genomics & Biotechnology ETF 0.2 50 -11 -5.7 -16.2
JAVA JPMorgan Active Value ETF 0.2 44 -5 7.0 -3.6
IDAT iShares Cloud 5G and Tech ETF 0.2 47 -8 6.0 -4.6
LRGF iShares Edge MSCI Multifactor USA ETF 0.2 8 31 7.1 -3.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.2 65 -26 7.2 -3.3
ROCI ROC ETF 0.2 49 -10 5.2 -5.3
FINX Global X FinTech Thematic ETF 0.2 68 -29 5.1 -5.4
AWAY ETFMG Travel Tech ETF 0.2 75 -36 -3.5 -14.0
BTEK BlackRock Future Tech ETF 0.2 88 -49 0.6 -9.9
SHOC Strive U.S. Semiconductor ETF 0.2 40 -1 6.3 -4.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.2 50 -11 5.6 -4.9
JHMM John Hancock Multifactor Mid Cap ETF 0.2 41 -2 7.7 -2.8
IBOT Vaneck Robotics ETF 0.2 47 -8 3.9 -6.6
TINT ProShares Smart Materials ETF 0.2 58 -19 6.4 -4.1
DVY iShares Select Dividend ETF 0.2 39 0 10.3 -0.2
DAT ProShares Big Data Refiners ETF 0.2 58 -19 0.4 -10.1
EBIZ Global X E-Commerce ETF 0.2 50 -11 0.8 -9.8
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 14 6.9 -3.7
SANE Subversive Mental Health ETF 0.2 75 -36 5.8 -4.7
HDV iShares Core High Dividend ETF 0.2 8 31 9.6 -0.9
MRAD SmartETFs Advertising & Marketing Technology ETF 0.2 68 -29 4.1 -6.4
HERO Global X Video Games & Esports ETF 0.2 50 -11 9.6 -1.0
GAMR ETFMG Video Game Tech ETF 0.2 75 -36 6.4 -4.1
REZ iShares Residential Real Estate Capped ETF 0.2 48 -9 6.2 -4.3
FSST Fidelity Sustainability U.S. Equity ETF 0.1 59 -20 5.8 -4.7
DTRE Alerian Disruptive Technology Real Estate ETF 0.1 60 -21 8.1 -2.5
IWFH iShares Virtual Work and Life Multisector ETF 0.1 47 -8 -1.2 -11.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 19 8.5 -2.0
NETL NETLease Corporate Real Estate ETF 0.1 60 -21 8.9 -1.6
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.1 60 -21 5.2 -5.3
FXO First Trust Financials AlphaDEX Fund 0.1 61 -22 11.9 +1.4
IYF iShares U.S. Financials ETF 0.1 39 0 8.1 -2.4
VEGN US Vegan Climate ETF 0.1 60 -21 5.5 -5.1
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -56 5.7 -4.9
QDF FlexShares Quality Dividend Index Fund 0.1 37 2 8.0 -2.5
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 16 5.1 -5.4
CZA Invesco Zacks Mid-Cap ETF 0.1 69 -30 7.5 -3.0
IYG iShares US Financial Services ETF 0.1 39 0 7.8 -2.7
IBRN iShares Neuroscience and Healthcare ETF 0.1 47 -8 -2.8 -13.3
SOCL Global X Social Media ETF 0.1 65 -26 -6.0 -16.5
MOON Direxion Moonshot Innovators ETF 0.1 65 -26 -19.6 -30.1
MTVR Fount Metaverse ETF 0.1 70 -31 6.3 -4.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.1 61 -22 6.6 -3.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -29 -0.0 -10.5
BLOK Amplify Transformational Data Sharing ETF 0.1 71 -32 -1.8 -12.3
SRET Global X SuperDividend REIT ETF 0.1 58 -19 9.6 -0.9
IHAK iShares Cybersecurity & Tech ETF 0.1 47 -8 4.1 -6.4
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.1 86 -47 1.6 -9.0
INQQ India Internet & Ecommerce ETF 0.1 86 -47 2.5 -8.0
KROP Global X AgTech & Food Innovation ETF 0.1 50 -11 -1.5 -12.0
QTUM Defiance Quantum ETF 0.1 40 -1 4.2 -6.3
BBP BioShares Biotechnology Products Fund 0.1 79 -40 -3.8 -14.3
HELX Franklin Genomic Advancements ETF 0.1 50 -11 2.0 -8.6
HAUS Residential REIT Income ETF 0.1 60 -21 6.2 -4.3
SCHK Schwab 1000 Index ETF 0.1 5 34 6.0 -4.5
UPWD JPMorgan Social Advancement ETF 0.1 49 -10 5.8 -4.8
VPN Global X Data Center REITs & Digital Infrastructure ETF 0.1 50 -11 5.4 -5.1
ICAP InfraCap Equity Income Fund ETF 0.1 80 -41 11.2 +0.7
IETC iShares Evolved U.S. Technology ETF 0.1 18 21 5.1 -5.4
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 0.1 60 -21 7.2 -3.3
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -31 10.1 -0.4
FCLD Fidelity Cloud Computing ETF 0.1 39 0 4.1 -6.4
IBET iBET Sports Betting and Gaming ETF 0.1 79 -40 2.2 -8.4
HVAL ALPS Hillman Active Value ETF 0.1 55 -16 7.6 -3.0
IYC iShares U.S. Consumer Services ETF 0.1 39 0 4.0 -6.5
BOSS Global X Founder-Run Companies ETF 0.1 45 -6 3.5 -7.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.1 75 -36 3.7 -6.8
IBUY Amplify Online Retail ETF 0.1 65 -26 -5.4 -15.9
BYOB SoFi Be Your Own Boss ETF 0.1 59 -20 -3.0 -13.5
MEDI Harbor Health Care ETF 0.1 80 -41 1.2 -9.3
MOTO SmartETFs Smart Transportation & Technology ETF 0.1 68 -29 7.1 -3.4
IWD iShares Russell 1000 Value ETF 0.1 18 21 7.5 -3.1
VONV Vanguard Russell 1000 Value Index Fund 0.1 8 31 7.6 -3.0
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 51 -12 11.0 +0.5
BUYZ Franklin Disruptive Commerce ETF 0.1 50 -11 1.9 -8.6
RESI Kelly Residential & Apartment Real Estate ETF 0.1 68 -29 4.9 -5.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.1 55 -16 4.2 -6.3
RITA ETFB Green SRI REITs ETF 0.1 50 -11 4.9 -5.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 25 6.1 -4.5
ARKQ Ark Autonomous Tech. & Robotics ETF 0.1 75 -36 1.9 -8.7
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -36 2.0 -8.5
FDLO Fidelity Low Volatility Factor ETF 0.1 29 10 5.9 -4.6
MOO VanEck Agribusiness ETF 0.1 52 -13 9.0 -1.5
AHOY Newday Ocean Health ETF 0.1 75 -36 6.3 -4.2
IYY iShares Dow Jones U.S. ETF 0.1 20 19 5.9 -4.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 0 -1.2 -11.7
LITP Sprott Lithium Miners ETF 0.1 65 -26 7.4 -3.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.1 70 -31 2.9 -7.6
GMET VanEck Green Metals ETF 0.1 59 -20 10.2 -0.3
NETZ Engine No 1 Transform Climate ETF 0.1 75 -36 6.6 -3.9
REMX VanEck Rare Earth/Strategic Metals ETF 0.1 53 -14 6.9 -3.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.1 45 -6 0.9 -9.6
DMAT Global X Disruptive Materials ETF 0.1 59 -20 9.2 -1.3
ION ProShares S&P Global Core Battery Metals ETF 0.1 58 -19 9.2 -1.3
LIT Global X Lithium & Battery Tech ETF 0.1 75 -36 4.4 -6.1
ZSB USCF Sustainable Battery Metals Strategy Fund 0.1 59 -20 4.6 -5.9
BKES BNY Mellon Sustainable Global Emerging Markets ETF 0.1 11 28 5.0 -5.5
BATT Amplify Lithium & Battery Technology ETF 0.1 59 -20 3.7 -6.8
SETM Sprott Energy Transition Materials ETF 0.1 65 -26 4.7 -5.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.1 28 11 6.6 -3.9
WTRE WisdomTree New Economy Real Estate Fund 0.1 58 -19 5.1 -5.4
IYR iShares U.S. Real Estate ETF 0.1 39 0 7.1 -3.4
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 10 8.3 -2.2
NZRO Strategy Shares Halt Climate Change ETF 0.1 95 -56 1.8 -8.7
IYJ iShares U.S. Industrials ETF 0.1 39 0 5.8 -4.7
MLPX Global X MLP & Energy Infrastructure ETF 0.1 45 -6 5.3 -5.2
USAI Pacer American Energy Independence ETF 0.1 75 -36 4.0 -6.5
ISRA VanEck Israel ETF 0.1 59 -20 9.2 -1.3
ITEQ BlueStar Israel Technology ETF 0.1 75 -36 2.2 -8.3
CLOU Global X Cloud Computing ETF 0.1 68 -29 2.0 -8.6
FEMA Procure Disaster Recovery Strategy ETF 0.1 75 -36 5.4 -5.2
CNCR Loncar Cancer Immunotherapy ETF 0.1 79 -40 -2.3 -12.8
ECLN First Trust EIP Carbon Impact ETF 0.1 95 -56 4.7 -5.8
VONE Vanguard Russell 1000 ETF 0.1 8 31 6.0 -4.5
AFLG First Trust Active Factor Large Cap ETF 0.1 55 -16 7.5 -3.0
OGIG O'Shares Global Internet Giants ETF 0.1 48 -9 0.1 -10.4
JFWD Jacob Forward ETF 0.1 75 -36 -12.0 -22.5
IVRA Invesco Real Assets ESG ETF 0.1 59 -20 7.0 -3.5
IWB iShares Russell 1000 ETF 0.1 15 24 5.9 -4.6
EMFQ Amplify Emerging Markets FinTech ETF 0.1 69 -30 5.9 -4.6
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.1 86 -47 2.3 -8.3
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 27 6.7 -3.8
WFH Direxion Work From Home ETF 0.1 45 -6 0.0 -10.5
UVDV UVA Dividend Value ETF 0.1 80 -41 7.8 -2.7
VNSE Natixis Vaughan Nelson Select ETF 0.1 80 -41 4.0 -6.5
DURA VanEck Morningstar Durable Dividend ETF 0.1 29 10 8.0 -2.5
PRAY FIS Biblically Responsible Risk Managed ETF 0.1 68 -29 6.1 -4.4
IVES Wedbush ETFMG Global Cloud Technology ETF 0.1 68 -29 3.4 -7.1
ENTR Entrepreneur 30 Fund 0.1 49 -10 2.4 -8.1
ONLN ProShares Online Retail ETF 0.1 58 -19 -2.6 -13.1
SCHM Schwab U.S. Mid-Cap ETF 0.1 4 35 6.5 -4.0
STXV Strive 1000 Value ETF 0.1 18 21 8.7 -1.9
INNO Harbor Disruptive Innovation ETF 0.1 75 -36 -3.3 -13.8
JRE Janus Henderson U.S. Real Estate ETF 0.1 65 -26 5.3 -5.2
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 24 9.2 -1.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 33 9.1 -1.4
LOUP Innovator Loup Frontier Tech ETF 0.0 70 -31 3.1 -7.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 0.0 69 -30 6.8 -3.7
OALC OneAscent Large Cap Core ETF 0.0 76 -37 6.4 -4.1
BUG Global X Cybersecurity ETF 0.0 50 -11 2.3 -8.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.0 45 -6 1.9 -8.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.0 85 -46 6.5 -4.0
SPRE SP Funds S&P Global REIT Sharia ETF 0.0 69 -30 5.1 -5.5
DISV Dimensional International Small Cap Value ETF 0.0 42 -3 10.0 -0.6
DFIS Dimensional International Small Cap ETF 0.0 39 0 6.6 -3.9
PINK Simplify Health Care ETF 0.0 50 -11 5.1 -5.4
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -46 -0.9 -11.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.0 15 24 5.7 -4.8
IYH iShares U.S. Healthcare ETF 0.0 39 0 7.6 -2.9
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 0.0 60 -21 5.4 -5.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.0 19 20 7.2 -3.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.0 85 -46 5.9 -4.6
WCBR WisdomTree Cybersecurity Fund 0.0 45 -6 1.4 -9.1
IMCB iShares Morningstar Mid-Cap ETF 0.0 4 35 6.9 -3.6
REVS Columbia Research Enhanced Value ETF 0.0 19 20 9.1 -1.4
IWF iShares Russell 1000 Growth ETF 0.0 18 21 5.3 -5.2
VONG Vanguard Russell 1000 Growth Index Fund 0.0 8 31 5.4 -5.1
CNBS Amplify Seymour Cannabis ETF 0.0 75 -36 -49.1 -59.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.0 20 19 5.8 -4.7
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -11 5.6 -5.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.0 4 35 6.9 -3.6
MSOS AdvisorShares Pure US Cannabis ETF 0.0 73 -34 -5.4 -15.9
THCX The Cannabis ETF 0.0 75 -36 -204.8 -215.3
YOLO AdvisorShares Pure Cannabis ETF 0.0 76 -37 -73.8 -84.3
POTX Global X Cannabis ETF 0.0 50 -11 -131.2 -141.8
MJUS ETFMG U.S. Alternative Harvest ETF 0.0 75 -36 -34.8 -45.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.0 11 28 6.0 -4.5
GDOC Goldman Sachs Future Health Care Equity ETF 0.0 75 -36 1.6 -8.9
DFIC Dimensional International Core Equity 2 ETF 0.0 23 16 8.0 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -10 5.8 -4.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.0 75 -36 5.7 -4.8
ILCV iShares Morningstar Value ETF 0.0 4 35 7.7 -2.8
ACVF American Conservative Values ETF 0.0 75 -36 5.3 -5.2
VERS ProShares Metaverse ETF 0.0 58 -19 -5.3 -15.8
TWEB SoFi Web 3 ETF 0.0 59 -20 -12.9 -23.4
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 35 7.6 -2.9
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 9.3 -1.2
RECS Columbia Research Enhanced Core ETF 0.0 15 24 7.1 -3.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 29 6.3 -4.2
SCHX Schwab U.S. Large-Cap ETF 0.0 3 36 6.0 -4.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 37 6.0 -4.5
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 36 6.0 -4.5

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Invesco S&P SmallCap 600 Revenue ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.3 %
Divided by: Fwd. P/BV 1.0 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 10.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.50
 
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.