Invesco S&P SmallCap 600 Revenue ETF
ALTAR
Score™
9.0% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
12.0x P/Sales
ratio
0.2x
P/BV
ratio
1.2x Div.
yield
1.9%


  • 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) $1,488
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) $2,497
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 55.0%
Small cap (<$2bn) 44.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WORLD FUEL SERVICES CORP 4.6 %
UNITED NATURAL FOODS INC 2.4 %
LINCOLN NATIONAL CORP 1.5 %
KOHLS CORP 1.5 %
NCR ATLEOS CORP 1.5 %
GROUP 1 AUTOMOTIVE INC 1.2 %
ANDERSONS INC/THE 1.2 %
LUMEN TECHNOLOGIES, INC. 1.1 %
SONIC AUTOMOTIVE INC-CLASS A 1.1 %
ASBURY AUTOMOTIVE GROUP 1.1 %
Total 17.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.0 %
BERMUDA 1.1 %
BRITAIN 0.8 %
CAYMAN ISLANDS 0.2 %
PUERTO RICO 0.2 %
IRELAND 0.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 5.3% 13.8% 9.8% 11.5%

Market Correlations
versus... Beta R-squared
S&P500 1.10 67%
MSCI EAFE 1.14 66%
MSCI Emg. Mkts. 0.77 32%

Technical Indicators
Recent close $41.58
30d moving avg. $37.19
Annualized volatility 24.1%
Short interest (ETF) 0.0%
Short interest (Underlying) 20.2%
Relative strength (RSI) 68

Liquidity measures
Avg. volume (thou.) 204
Turnover 0.6%
Bid/Ask (% of price) 0.11%
ADV underlying (mns) $13,089

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 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™: 9.0%


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
(%)
IJR iShares Core S&P Small Cap ETF 58.3 6 33 7.8 -1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 58.2 3 36 7.8 -1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 57.1 15 24 8.6 -0.4
VIOO Vanguard S&P Small-Cap 600 ETF 56.3 10 29 7.6 -1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 55.8 15 24 7.9 -1.1
XJR iShares ESG Screened S&P Small-Cap ETF 54.8 12 27 7.5 -1.6
IJS iShares S&P Small-Cap 600 Value ETF 53.7 18 21 8.9 -0.1
SLYV SPDR S&P 600 Small Cap Value ETF 53.6 15 24 9.0 -0.1
SSLY Syntax Stratified SmallCap ETF 53.3 40 -1 7.2 -1.8
ESIX SPDR S&P SmallCap 600 ESG ETF 42.8 12 27 7.3 -1.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 42.8 15 24 7.3 -1.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 36.9 35 4 10.0 +1.0
SLYG SPDR S&P 600 Small Cap Growth ETF 36.6 15 24 6.6 -2.4
IJT iShares S&P Small-Cap 600 Growth ETF 36.6 18 21 6.6 -2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 36.2 20 19 6.5 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 35.9 9 30 3.8 -5.2
FYX First Trust Small Cap Core AlphaDEX Fund 35.3 61 -22 6.9 -2.1
AVSC Avantis U.S Small Cap Equity ETF 35.2 25 14 5.1 -3.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 35.2 42 -3 7.3 -1.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 35.1 35 4 7.4 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 35.0 25 14 6.5 -2.5
EES WisdomTree U.S. SmallCap Fund 34.0 38 1 9.8 +0.8
TPSC Timothy Plan US Small Cap Core ETF 33.8 52 -13 7.3 -1.7
VTWO Vanguard Russell 2000 ETF 33.2 10 29 3.7 -5.3
IWM iShares Russell 2000 ETF 33.0 19 20 3.5 -5.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 32.7 29 10 7.2 -1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 32.6 36 3 10.8 +1.8
VTWV Vanguard Russell 2000 Value ETF 32.0 15 24 5.7 -3.3
IWN iShares Russell 2000 Value ETF 32.0 24 15 5.6 -3.4
DFAT Dimensional U.S. Targeted Value ETF 31.9 28 11 8.1 -0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 31.7 39 0 4.0 -5.0
DFAS Dimensional U.S. Small Cap ETF 31.4 26 13 5.8 -3.2
AVUV Avantis U.S. Small Cap Value ETF 31.1 25 14 10.0 +1.0
DFSV Dimensional US Small Cap Value ETF 29.4 31 8 8.7 -0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 29.3 15 24 6.7 -2.4
DES WisdomTree U.S. SmallCap Dividend Fund 29.2 38 1 8.0 -1.0
FYT First Trust Small Cap Value AlphaDEX Fund 29.0 73 -34 11.4 +2.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 27.0 35 4 7.2 -1.8
SCHA Schwab U.S. Small-Cap ETF 26.7 4 35 4.7 -4.3
ISCV iShares Morningstar Small Cap Value ETF 26.3 6 33 8.1 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 26.1 4 35 5.4 -3.6
RNSC Furst Trust Small Cap US Equity Select ETF 25.4 60 -21 7.9 -1.1
PSC Principal U.S. Small-Cap ETF 24.6 38 1 7.7 -1.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 24.2 35 4 5.2 -3.9
ISMD Inspire Small/Mid Cap ETF 24.0 54 -15 6.0 -3.1
STXK Strive Small-Cap ETF 23.9 18 21 5.1 -4.0
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 23.9 29 10 10.0 +1.0
ISCB iShares Morningstar Small-Cap ETF 23.6 4 35 5.2 -3.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 23.4 47 -8 9.5 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 22.1 39 0 7.2 -1.9
CALF Pacer US Small Cap Cash Cows 100 ETF 22.1 59 -20 10.9 +1.9
SVAL iShares US Small Cap Value Factor ETF 21.6 20 19 11.2 +2.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 21.0 17 22 5.3 -3.7
VTWG Vanguard Russell 2000 Growth ETF 20.5 15 24 1.6 -7.4
AFSM First Trust Active Factor Small Cap ETF 20.5 75 -36 7.6 -1.4
IWO iShares Russell 2000 Growth ETF 20.4 24 15 1.4 -7.6
ROSC Hartford Multifactor Small Cap ETF 20.3 34 5 9.7 +0.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 20.2 35 4 6.9 -2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 20.2 25 14 8.7 -0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 20.0 24 15 7.7 -1.3
VBR Vanguard Small Cap Value ETF 19.1 7 32 8.1 -0.9
FSMD Fidelity Small-Mid Multifactor ETF 18.0 15 24 7.1 -1.9
XSHQ Invesco S&P SmallCap Quality ETF 17.7 29 10 9.4 +0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 17.4 12 27 7.2 -1.8
PSCI Invesco S&P SmallCap Industrials ETF 17.3 29 10 5.9 -3.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 17.0 39 0 8.6 -0.4
SQLV Royce Quant Small-Cap Quality Value ETF 16.7 60 -21 8.6 -0.4
NUSC Nuveen ESG Small-Cap ETF 16.7 31 8 5.0 -4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 16.6 67 -28 9.4 +0.4
VB Vanguard Small-Cap ETF 16.6 5 34 5.2 -3.8
VFMF Vanguard U.S. Multifactor ETF 16.4 18 21 8.5 -0.5
VFVA Vanguard U.S. Value Factor ETF 16.3 13 26 10.7 +1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 16.2 15 24 5.9 -3.1
ISCG iShares Morningstar Small-Cap Growth ETF 16.1 6 33 2.3 -6.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 16.0 38 1 6.8 -2.2
SIXS ETC 6 Meridian Small Cap Equity ETF 15.5 89 -50 8.8 -0.2
VXF Vanguard Extended Market ETF 15.0 6 33 3.8 -5.2
EZM WisdomTree U.S. MidCap Fund 15.0 38 1 8.1 -0.9
DSMC Distillate Small/Mid Cash Flow ETF 14.5 55 -16 11.5 +2.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 14.2 60 -21 0.9 -8.1
PSCF Invesco S&P SmallCap Financials ETF 13.6 29 10 9.8 +0.8
VAMO Cambria Value & Momentum ETF 13.3 61 -22 10.0 +1.0
XRT SPDR S&P Retail ETF 13.2 35 4 8.2 -0.8
SMCP AlphaMark Actively Managed Small Cap ETF 13.1 90 -51 0.0 -9.0
FYC First Trust Small Cap Growth AlphaDEX Fund 12.3 71 -32 0.8 -8.2
XSLV Invesco S&P SmallCap Low Volatility ETF 11.9 25 14 6.9 -2.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 11.1 35 4 9.0 0.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 10.9 59 -20 8.7 -0.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 10.6 30 9 10.8 +1.8
GVLU Gotham 1000 Value ETF 10.6 50 -11 7.5 -1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 10.6 70 -31 9.5 +0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 10.4 30 9 8.8 -0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 10.0 60 -21 6.0 -3.0
VFQY Vanguard U.S. Quality Factor ETF 9.9 13 26 6.8 -2.2
VFMO Vanguard U.S. Momentum Factor ETF 9.7 13 26 2.7 -6.3
VBK Vanguard Small-Cap Growth ETF 9.6 7 32 1.4 -7.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 9.2 64 -25 1.9 -7.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 8.9 30 9 7.3 -1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 8.7 20 19 4.5 -4.6
AFMC First Trust Active Factor Mid Cap ETF 8.5 65 -26 7.6 -1.4
BFOR ALPS Barron's 400 ETF 8.4 65 -26 7.2 -1.8
PSCT Invesco S&P SmallCap Information Technology ETF 8.3 29 10 6.8 -2.2
RNMC First Trust Mid Cap US Equity Select ETF 8.0 60 -21 7.8 -1.2
WCEO Hypatia Women CEO ETF 8.0 85 -46 5.6 -3.4
JHSC John Hancock Multifactor Small Cap ETF 7.9 42 -3 6.0 -3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.8 7 32 5.6 -3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.6 25 14 5.5 -3.5
DEEP Roundhill Acquirers Deep Value ETF 7.4 80 -41 13.8 +4.8
SYLD Cambria Shareholder Yield ETF 7.3 59 -20 11.5 +2.5
DHS WisdomTree U.S. High Dividend Fund 7.2 38 1 9.0 +0.0
SIXL ETC 6 Meridian Low Beta Equity ETF 7.2 80 -41 5.1 -4.0
IWC iShares Micro-Cap ETF 6.9 60 -21 -4.0 -13.0
DFAC Dimensional U.S. Core Equity 2 ETF 6.8 17 22 5.5 -3.5
PSCH Invesco S&P SmallCap Health Care ETF 6.7 29 10 4.8 -4.2
PSCM Invesco S&P SmallCap Materials ETF 6.3 29 10 7.7 -1.3
ECML Euclidean Fundamental Value ETF 6.2 95 -56 9.0 +0.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 6.0 60 -21 6.7 -2.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 5.8 95 -56 1.5 -7.5
TXS Texas Capital Texas Equity Index ETF 5.8 49 -10 5.5 -3.5
KOMP SPDR S&P Kensho New Economies Composite ETF 5.7 20 19 2.0 -7.0
DFUV Dimensional US Marketwide Value ETF 5.7 22 17 7.6 -1.5
AVUS Avantis U.S. Equity ETF 5.4 15 24 5.9 -3.1
IFRA iShares U.S. Infrastructure ETF 5.3 30 9 6.4 -2.6
DFSU Dimensional US Sustainability Core 1 ETF 5.0 18 21 5.5 -3.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.8 60 -21 9.8 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.7 80 -41 6.4 -2.6
ETHO Etho Climate Leadership U.S. ETF 4.7 47 -8 3.8 -5.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.7 8 31 4.4 -4.6
CVY Invesco Zacks Multi-Asset Income ETF 4.6 106 -67 10.5 +1.5
VLU SPDR S&P 1500 Value Tilt ETF 4.6 12 27 7.1 -1.9
HLGE Hartford Longevity Economy ETF 4.6 44 -5 6.3 -2.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.5 29 10 6.1 -3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 4.5 20 19 -6.8 -15.8
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -50 4.5 -4.5
PKW Invesco Buyback Achievers ETF 4.3 62 -23 8.0 -1.1
QVAL Alpha Architect US Quantitative Value ETF 4.3 39 0 10.0 +1.0
ACTV LeaderShares Activist Leaders ETF 4.3 75 -36 7.9 -1.1
VCR Vanguard Consumer Discretionary ETF 4.2 10 29 4.3 -4.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.1 60 -21 6.3 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 4.1 25 14 6.9 -2.2
WBIY WBI Power Factor High Dividend ETF 4.1 100 -61 11.1 +2.1
PAVE Global X U.S. Infrastructure Development ETF 4.1 47 -8 5.4 -3.6
FMAT Fidelity MSCI Materials Index ETF 4.0 8 31 6.6 -2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.0 70 -31 1.7 -7.3
VAW Vanguard Materials ETF 4.0 10 29 6.5 -2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.9 48 -9 5.5 -3.5
VIS Vanguard Industrials ETF 3.9 10 29 4.4 -4.7
XTN SPDR S&P Transportation ETF 3.9 35 4 1.8 -7.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 3.8 29 10 6.2 -2.9
CVAR Cultivar ETF 3.7 87 -48 7.1 -1.9
FIDU Fidelity MSCI Industrial Index ETF 3.7 8 31 4.6 -4.4
SAGP Strategas Global Policy Opportunities ETF 3.6 65 -26 4.4 -4.7
DON WisdomTree U.S. MidCap Dividend Fund 3.6 38 1 8.7 -0.4
XHS SPDR S&P Health Care Services ETF 3.5 35 4 6.4 -2.6
HKND Humankind US Stock ETF 3.5 11 28 6.7 -2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.5 79 -40 6.2 -2.8
HOMZ Hoya Capital Housing ETF 3.5 30 9 7.9 -1.1
ITB iShares U.S. Home Construction ETF 3.4 40 -1 10.1 +1.1
IYT iShares US Transportation ETF 3.4 40 -1 1.9 -7.1
AUSF Global X Adaptive U.S. Factor ETF 3.3 27 12 7.7 -1.3
KRE SPDR S&P Regional Banking ETF 3.3 35 4 11.6 +2.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF 3.2 35 4 12.1 +3.1
SRHQ SRH U.S. Quality ETF 3.1 35 4 7.7 -1.3
FNCL Fidelity MSCI Financials Index ETF 3.0 8 31 6.4 -2.6
VFH Vanguard Financials ETF 3.0 10 29 6.4 -2.6
FDWM Fidelity Women's Leadership ETF 3.0 59 -20 4.7 -4.3
PXI Invesco Dorsey Wright Energy Momentum ETF 2.9 60 -21 8.2 -0.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.9 60 -21 7.8 -1.3
PEY Invesco High Yield Equity Dividend Achievers ETF 2.9 52 -13 8.5 -0.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.9 61 -22 4.7 -4.3
SFYX SoFi Next 500 ETF 2.9 0 39 5.5 -3.5
PBJ Invesco Food & Beverage ETF 2.9 57 -18 5.4 -3.6
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 26 5.2 -3.8
DFAU Dimensional US Core Equity Market ETF 2.8 12 27 5.2 -3.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 2.7 8 31 6.0 -3.0
VDC Vanguard Consumer Staples ETF 2.7 10 29 5.9 -3.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.7 60 -21 4.9 -4.2
COWS Amplify Cash Flow Dividend Leaders ETF 2.7 0 39 12.4 +3.4
VUSE Vident U.S. Equity Strategy ETF 2.6 50 -11 4.4 -4.6
HAIL SPDR S&P Kensho Smart Mobility ETF 2.6 45 -6 -4.1 -13.1
CSD Invesco S&P Spin-Off ETF 2.6 65 -26 7.6 -1.4
KBE SPDR S&P Bank ETF 2.6 35 4 11.3 +2.3
DTD WisdomTree U.S. Total Dividend Fund 2.6 28 11 6.5 -2.6
CRUZ Defiance Hotel Airline and Cruise ETF 2.5 45 -6 -4.0 -13.0
RYJ Invesco Raymond James SB-1 Equity ETF 2.5 75 -36 2.9 -6.1
DBLV AdvisorShares DoubleLine Value Equity ETF 2.5 90 -51 8.0 -1.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.5 29 10 9.1 +0.1
JETS U.S. Global Jets ETF 2.4 60 -21 -13.1 -22.1
ZIG Acquirers Fund 2.4 84 -45 13.5 +4.5
VGT Vanguard Information Technology ETF 2.3 10 29 4.4 -4.7
IHF iShares U.S. Healthcare Providers ETF 2.3 40 -1 5.9 -3.1
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -13 2.8 -6.3
KIE SPDR S&P Insurance ETF 2.3 35 4 6.4 -2.7
XME SPDR S&P Metals & Mining ETF 2.3 35 4 7.8 -1.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 36 5.3 -3.8
AIRR First Trust RBA American Industrial Renaissance ETF 2.2 70 -31 5.2 -3.8
FREL Fidelity MSCI Real Estate Index ETF 2.2 8 31 6.8 -2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 36 5.0 -4.0
XHB SPDR S&P Homebuilders ETF 2.2 35 4 8.0 -1.0
ONEQ Fidelity Nasdaq Composite Index ETF 2.2 21 18 3.6 -5.4
TMFX Motley Fool Next Index ETF 2.2 50 -11 3.1 -5.9
FENY Fidelity MSCI Energy Index ETF 2.2 8 31 7.7 -1.3
IWV iShares Russell 3000 ETF 2.2 20 19 4.8 -4.2
VTHR Vanguard Russell 3000 ETF 2.2 10 29 4.9 -4.1
VTI Vanguard Total Stock Market ETF 2.1 3 36 4.9 -4.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.1 60 -21 4.3 -4.7
PRF Invesco FTSE RAFI US 1000 ETF 2.1 39 0 6.5 -2.5
VDE Vanguard Energy ETF 2.1 10 29 7.7 -1.3
SCHB Schwab U.S. Broad Market ETF 2.1 3 36 5.0 -4.0
VNQ Vanguard Real Estate ETF 2.1 12 27 6.8 -2.3
XTL SPDR S&P Telecom ETF 2.1 35 4 8.0 -1.0
KBWD Invesco KBW High Dividend Yield Financial ETF 2.1 384 -345 8.8 -0.2
MGMT Ballast Small/Mid Cap ETF 2.1 110 -71 7.7 -1.3
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -41 8.0 -1.0
DFUS Dimensional U.S. Equity ETF 2.1 9 30 5.0 -4.0
FTEC Fidelity MSCI Information Technology Index ETF 2.0 8 31 4.4 -4.6
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.0 35 4 -0.7 -9.7
PXE Invesco Energy Exploration & Production ETF 2.0 60 -21 15.6 +6.6
USVT US Value ETF 2.0 49 -10 11.4 +2.4
CGV Conductor Global Equity Value ETF 2.0 130 -91 10.2 +1.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 2.0 60 -21 9.5 +0.5
CCSO Carbon Collective Climate Solutions US Equity ETF 2.0 35 4 2.2 -6.9
IEZ iShares U.S. Oil Equipment & Services ETF 2.0 40 -1 2.1 -6.9
PFI Invesco Dorsey Wright Financial Momentum ETF 2.0 60 -21 6.1 -2.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 19 6.0 -3.0
FDM First Trust Dow Jones Select MicroCap Index Fund 1.9 60 -21 7.9 -1.1
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 35 6.1 -2.9
SCHH Schwab U.S. REIT ETF 1.8 7 32 7.1 -1.9
IAK iShares U.S. Insurance ETF 1.8 40 -1 6.2 -2.8
OIH VanEck Oil Services ETF 1.8 35 4 2.3 -6.7
DFAR Dimensional US Real Estate ETF 1.8 19 20 6.9 -2.1
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 30 4.8 -4.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.8 40 -1 10.4 +1.3
FRI First Trust S&P REIT Index Fund 1.8 50 -11 6.7 -2.3
USRT iShares Core U.S. REIT ETF 1.8 8 31 7.1 -1.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 27 4.3 -4.8
FCPI Fidelity Stocks for Inflation ETF 1.7 15 24 8.7 -0.3
IEDI iShares U.S. Consumer Focused ETF 1.7 18 21 4.5 -4.5
PPA Invesco Aerospace & Defense ETF 1.7 58 -19 3.6 -5.4
FHLC Fidelity MSCI Health Care Index ETF 1.7 8 31 5.6 -3.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.7 11 28 7.1 -1.9
KBWR Invesco KBW Regional Banking ETF 1.7 35 4 10.7 +1.7
VOX Vanguard Communication Services ETF 1.7 10 29 5.0 -4.0
PICK iShares MSCI Global Metals & Mining Producers ETF 1.7 39 0 11.4 +2.4
DFGR Dimensional Global Real Estate ETF 1.7 22 17 6.7 -2.3
FCOM Fidelity MSCI Communication Services Index ETF 1.7 8 31 4.7 -4.3
VHT Vanguard Health Care ETF 1.6 10 29 5.4 -3.6
FVAL Fidelity Value Factor ETF 1.6 15 24 7.0 -2.1
PXJ Invesco Oil & Gas Services ETF 1.6 63 -24 1.5 -7.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.6 27 12 8.6 -0.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.6 69 -30 8.5 -0.5
REET iShares Global REIT ETF 1.5 14 25 6.9 -2.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -13 6.9 -2.2
ROUS Hartford Multifactor US Equity ETF 1.5 19 20 6.3 -2.8
ERET iShares Environmentally Aware Real Estate ETF 1.5 30 9 6.9 -2.1
VYM Vanguard High Dividend Yield Index ETF 1.5 6 33 7.4 -1.7
FLRG Fidelity U.S. Multifactor ETF 1.5 15 24 6.9 -2.1
RWR SPDR Dow Jones REIT ETF 1.5 25 14 6.7 -2.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.5 20 19 10.1 +1.1
OSCV Opus Small Cap Value ETF 1.4 79 -40 6.0 -3.0
ACSI American Customer Satisfaction ETF 1.4 65 -26 5.0 -4.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.4 39 0 4.1 -4.9
RWO SPDR Dow Jones Global Real Estate ETF 1.4 50 -11 6.4 -2.6
DIVY Sound Equity Dividend Income ETF 1.4 45 -6 11.2 +2.1
DEW WisdomTree Global High Dividend Fund 1.4 58 -19 9.1 +0.1
IPDP Dividend Performers ETF 1.4 122 -83 4.6 -4.4
EATZ AdvisorShares Restaurant ETF 1.4 101 -62 2.5 -6.5
IGE iShares North American Natural Resources ETF 1.4 41 -2 7.2 -1.8
XSW SPDR S&P Software & Services ETF 1.4 35 4 2.8 -6.3
SXQG ETC 6 Meridian Quality Growth ETF 1.4 100 -61 3.9 -5.1
RIET Hoya Capital High Dividend Yield ETF 1.4 50 -11 14.2 +5.2
QGRO American Century U.S. Quality Growth ETF 1.4 29 10 4.9 -4.1
JVAL JPMorgan U.S. Value Factor ETF 1.4 12 27 8.2 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 14 6.9 -2.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 -13 6.6 -2.5
KRUZ Unusual Whales Subversive Republican Trading ETF 1.3 75 -36 4.7 -4.3
CRED Columbia Research Enhanced Real Estate ETF 1.3 33 6 7.2 -1.8
FPX First Trust US Equity Opportunities ETF 1.3 61 -22 0.6 -8.5
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 -36 4.1 -4.9
SLX VanEck Steel ETF 1.3 56 -17 20.1 +11.1
SDY SPDR S&P Dividend ETF 1.3 35 4 6.5 -2.5
VRAI Virtus Real Asset Income ETF 1.3 55 -16 8.7 -0.4
MILN Global X Millennial Consumer ETF 1.2 50 -11 2.3 -6.7
SMMD iShares Russell 2500 ETF 1.2 15 24 5.8 -3.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.2 56 -17 13.9 +4.8
SAMT Strategas Macro Thematic Opportunities ETF 1.2 65 -26 4.0 -5.0
PKB Invesco Building & Construction ETF 1.2 62 -23 7.3 -1.8
IHE iShares U.S. Pharmaceuticals ETF 1.2 40 -1 7.4 -1.6
XPH SPDR S&P Pharmaceuticals ETF 1.2 35 4 6.4 -2.6
TMFS Motley Fool Small-Cap Growth ETF 1.2 85 -46 2.8 -6.2
FXH First Trust Health Care AlphaDEX Fund 1.2 62 -23 6.5 -2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.2 60 -21 6.8 -2.2
IUS Invesco RAFI Strategic US ETF 1.1 19 20 7.1 -1.9
PBW Invesco WilderHill Clean Energy ETF 1.1 66 -27 -16.8 -25.8
FBCG Fidelity Blue Chip Growth ETF 1.1 59 -20 2.4 -6.7
VT Vanguard Total World Stock ETF 1.1 7 32 5.0 -4.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 24 6.6 -2.4
METV Roundhill Ball Metaverse ETF 1.1 59 -20 3.6 -5.4
SKYY First Trust Cloud Computing ETF 1.1 60 -21 2.9 -6.1
ERTH Invesco MSCI Sustainable Future ETF 1.1 62 -23 3.4 -5.7
PPTY US Diversified Real Estate ETF 1.1 53 -14 6.6 -2.4
SHPP Pacer Industrials and Logistics ETF 1.1 60 -21 8.3 -0.7
GURU Global X Guru Index ETF 1.1 75 -36 3.7 -5.3
SMOT VanEck Morningstar SMID Moat ETF 1.1 49 -10 7.0 -2.0
HART IQ Healthy Hearts ETF 1.1 45 -6 5.2 -3.8
SCHD Schwab US Dividend Equity ETF 1.1 6 33 8.2 -0.8
FLDZ RiverNorth Patriot ETF 1.1 75 -36 5.9 -3.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 19 7.8 -1.3
DIV Global X SuperDividend US ETF 1.1 45 -6 9.0 +0.0
PRNT 3D Printing ETF 1.1 66 -27 -3.9 -12.9
CUT Invesco MSCI Global Timber ETF 1.1 61 -22 8.5 -0.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.0 60 -21 8.7 -0.3
MBOX Freedom Day Dividend ETF 1.0 39 0 7.9 -1.2
IGM iShares Expanded Tech Sector ETF 1.0 41 -2 4.0 -5.0
COWZ Pacer US Cash Cows 100 ETF 1.0 49 -10 10.8 +1.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 -8 0.6 -8.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.0 50 -11 5.7 -3.4
XHE SPDR S&P Health Care Equipment ETF 1.0 35 4 1.2 -7.8
ROKT SPDR S&P Kensho Final Frontiers ETF 1.0 45 -6 -0.3 -9.3
ITAN Sparkline Intangible Value ETF 1.0 50 -11 5.9 -3.1
IWS iShares Russell Mid-Cap Value ETF 1.0 23 16 6.5 -2.5
FITE SPDR S&P Kensho Future Security ETF 1.0 45 -6 3.1 -5.9
AVLV Avantis U.S. Large Cap Value ETF 0.9 15 24 7.5 -1.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.9 30 9 7.7 -1.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.9 19 20 0.8 -8.2
AIEQ AI Powered Equity ETF 0.9 75 -36 5.4 -3.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.9 45 -6 -3.1 -12.1
DRIV Global X Autonomous & Electric Vehicles ETF 0.9 68 -29 4.9 -4.1
SDIV Global X Superdividend ETF 0.9 58 -19 16.4 +7.4
FOVL iShares Focused Value Factor ETF 0.9 25 14 10.0 +1.0
JRNY ALPS Global Travel Beneficiaries ETF 0.9 65 -26 0.5 -8.5
RDOG ALPS REIT Dividend Dogs ETF 0.9 35 4 13.5 +4.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.9 58 -19 4.5 -4.5
KCAL Subversive Food Security ETF 0.9 75 -36 7.1 -1.9
DVY iShares Select Dividend ETF 0.9 38 1 9.0 -0.0
FXL First Trust Technology AlphaDEX Fund 0.9 61 -22 3.7 -5.3
FIW First Trust Water ETF 0.9 53 -14 4.4 -4.7
PHO Invesco Water Resources ETF 0.9 60 -21 4.2 -4.8
FDL First Trust Morningstar Dividend Leaders Index Fund 0.9 45 -6 10.0 +1.0
RSHO Tema American Reshoring ETF 0.9 75 -36 3.2 -5.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 19 6.9 -2.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 35 6.0 -3.0
TRFK Pacer Data and Digital Revolution ETF 0.9 60 -21 3.2 -5.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.9 35 4 19.9 +10.9
KBWP Invesco KBW Property & Casualty Insurance ETF 0.9 35 4 5.8 -3.2
NVIR Horizon Kinetics Energy and Remediation ETF 0.9 85 -46 2.2 -6.8
MOTO SmartETFs Smart Transportation & Technology ETF 0.9 68 -29 6.5 -2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 30 5.5 -3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 14 11.1 +2.1
PEJ Invesco Leisure and Entertainment ETF 0.8 58 -19 -0.4 -9.4
ITA iShares U.S. Aerospace & Defense ETF 0.8 40 -1 2.6 -6.4
TRFM AAM Transformers ETF 0.8 49 -10 1.4 -7.7
LUXX Roundhill S&P Global Luxury ETF 0.8 45 -6 2.4 -6.6
IBUY Amplify Online Retail ETF 0.8 65 -26 1.6 -7.4
PFM Invesco Dividend Achievers ETF 0.8 53 -14 5.6 -3.4
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.8 79 -40 5.1 -3.9
REAI Intelligent Real Estate ETF 0.8 59 -20 7.4 -1.6
FXO First Trust Financials AlphaDEX Fund 0.8 62 -23 9.4 +0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.8 37 2 4.7 -4.3
AFLG First Trust Active Factor Large Cap ETF 0.8 55 -16 6.1 -3.0
XAR SPDR S&P Aerospace & Defense ETF 0.8 35 4 -0.1 -9.1
SNSR Global X Internet of Things ETF 0.8 68 -29 3.6 -5.4
TTAC FCF US Quality ETF 0.8 59 -20 6.2 -2.8
FTXR First Trust Nasdaq Transportation ETF 0.8 60 -21 5.5 -3.6
BLDG Cambria Global Real Estate ETF 0.8 60 -21 9.3 +0.3
PDP Invesco Dorsey Wright Momentum ETF 0.8 62 -23 3.4 -5.6
VEGI iShares MSCI Agriculture Producers ETF 0.8 39 0 9.4 +0.4
EQUL IQ Engender Equality ETF 0.8 45 -6 6.6 -2.4
PPH VanEck Pharmaceutical ETF 0.8 36 3 9.5 +0.5
MISL First Trust Indxx Aerospace & Defense ETF 0.8 60 -21 3.4 -5.6
NURE Nuveen Short-Term REIT ETF 0.8 35 4 5.9 -3.2
FVD First Trust Value Line Dividend Index Fund 0.8 65 -26 5.9 -3.1
GBUY Goldman Sachs Future Consumer Equity ETF 0.8 75 -36 2.9 -6.1
VIG Vanguard Dividend Appreciation ETF 0.8 6 33 5.6 -3.4
FCG First Trust Natural Gas ETF 0.8 60 -21 11.4 +2.4
AGNG Global X Aging Population ETF 0.7 50 -11 3.9 -5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.7 15 24 10.2 +1.2
IWR iShares Russell Midcap ETF 0.7 19 20 5.5 -3.5
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -3 6.5 -2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -41 4.4 -4.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.7 58 -19 -1.3 -10.3
BTEC Principal Healthcare Innovators ETF 0.7 42 -3 -4.9 -14.0
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.7 45 -6 6.3 -2.7
FDMO Fidelity Momentum Factor ETF 0.7 15 24 3.4 -5.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.7 45 -6 6.6 -2.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 24 6.0 -3.0
HAP VanEck Natural Resources ETF 0.7 50 -11 8.9 -0.1
VALQ American Century U.S. Quality Value ETF 0.7 29 10 7.2 -1.9
RAFE PIMCO RAFI ESG U.S. ETF 0.7 29 10 6.9 -2.1
CRAK VanEck Oil Refiners ETF 0.7 61 -22 15.7 +6.7
PTEC Global X PropTech ETF 0.7 50 -11 1.5 -7.6
ICLN iShares Global Clean Energy ETF 0.7 41 -2 4.0 -5.0
FILL iShares MSCI Global Energy Producers ETF 0.7 39 0 10.0 +1.0
BNE Blue Horizon BNE ETF 0.7 87 -48 4.1 -4.9
EVX VanEck Environmental Services ETF 0.7 55 -16 2.9 -6.1
WFH Direxion Work From Home ETF 0.7 45 -6 0.0 -9.0
VPU Vanguard Utilities ETF 0.7 10 29 6.7 -2.4
FUTY Fidelity MSCI Utilities Index ETF 0.7 8 31 6.7 -2.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 24 7.6 -1.4
IBB iShares Biotechnology ETF 0.6 45 -6 0.7 -8.3
KCE SPDR S&P Capital Markets ETF 0.6 35 4 6.8 -2.2
QDF FlexShares Quality Dividend Index Fund 0.6 37 2 4.9 -4.1
MORT VanEck Mortgage REIT Income ETF 0.6 43 -4 12.7 +3.7
DIVB iShares Core Dividend ETF 0.6 5 34 7.9 -1.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -36 3.6 -5.4
WOOD iShares Global Timber & Forestry ETF 0.6 42 -3 9.5 +0.4
RNEW VanEck Green Infrastructure ETF 0.6 45 -6 -0.4 -9.4
REM iShares Mortgage Real Estate ETF 0.6 48 -9 14.0 +5.0
ARB AltShares Merger Arbitrage ETF 0.6 77 -38 0.6 -8.4
DEUS Xtrackers Russell US Multifactor ETF 0.6 17 22 6.9 -2.1
DTEC ALPS Disruptive Technologies ETF 0.6 50 -11 3.5 -5.5
USMF WisdomTree U.S. Multifactor Fund 0.6 28 11 6.8 -2.3
SMOG VanEck Low Carbon Energy ETF 0.6 61 -22 3.1 -5.9
AVRE Avantis Real Estate ETF 0.6 17 22 6.3 -2.7
IGV iShares Expanded Tech-Software Sector ETF 0.6 41 -2 3.0 -6.1
ACES ALPS Clean Energy ETF 0.6 55 -16 -4.1 -13.2
PNQI Invesco NASDAQ Internet ETF 0.6 60 -21 2.2 -6.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 15 7.9 -1.1
GDIV Harbor Dividend Growth Leaders ETF 0.5 50 -11 6.0 -3.0
OCEN IQ Clean Oceans ETF 0.5 45 -6 5.1 -3.9
EDOC Global X Telemedicine & Digital Health ETF Registered 0.5 68 -29 -4.6 -13.7
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -31 10.2 +1.2
YUMY VanEck Future of Food ETF 0.5 69 -30 5.0 -4.0
DFNV Donoghue Forlines Innovation ETF 0.5 69 -30 5.2 -3.8
PBD Invesco Global Clean Energy ETF 0.5 75 -36 -2.2 -11.2
SHLD Global X Defense Tech ETF 0.5 50 -11 5.0 -4.0
DGRO iShares Core Dividend Growth ETF 0.5 8 31 6.5 -2.6
CNRG SPDR S&P Kensho Clean Power ETF 0.5 45 -6 -6.8 -15.9
EATV VegTech Plant-based Innovation & Climate ETF 0.5 75 -36 0.9 -8.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.5 85 -46 8.8 -0.2
ICAP InfraCap Equity Income Fund ETF 0.5 171 -132 6.8 -2.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 0.5 60 -21 8.5 -0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.5 60 -21 10.0 +1.0
FIVG Defiance Next Gen Connectivity ETF 0.5 30 9 6.2 -2.9
FDIV MarketDesk Focused U.S. Dividend ETF 0.5 35 4 8.6 -0.4
IHI iShares U.S. Medical Devices ETF 0.5 40 -1 3.7 -5.3
XSD SPDR S&P Semiconductor ETF 0.5 35 4 5.0 -4.0
TMFM Motley Fool Mid-Cap Growth ETF 0.5 85 -46 3.0 -6.0
HDUS Hartford Disciplined US Equity ETF 0.5 19 20 6.1 -3.0
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -29 3.7 -5.3
FDHT Fidelity Digital Health ETF 0.5 39 0 -2.3 -11.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 29 6.8 -2.2
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 -1 3.5 -5.5
IVEG iShares Emergent Food and AgTech Multisector ETF 0.4 47 -8 8.0 -1.0
MVPS Amplify Thematic All-Stars ETF 0.4 49 -10 1.5 -7.5
XITK SPDR FactSet Innovative Technology ETF 0.4 45 -6 2.4 -6.6
VIRS Pacer BioThreat Strategy ETF 0.4 70 -31 5.7 -3.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.4 60 -21 -3.2 -12.2
VICE AdvisorShares Vice ETF 0.4 99 -60 6.5 -2.5
CGW Invesco S&P Global Water Index ETF 0.4 57 -18 3.9 -5.1
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -42 4.1 -4.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.4 40 -1 5.4 -3.6
PSI Invesco Semiconductors ETF 0.4 57 -18 4.8 -4.2
EFRA iShares Environmental Infrastructure and Industrials ETF 0.4 47 -8 5.5 -3.5
EBLU Ecofin Global Water ESG Fund 0.4 40 -1 4.0 -5.1
DSI iShares MSCI KLD 400 Social ETF 0.4 25 14 5.0 -4.1
GSFP Goldman Sachs Future Planet Equity ETF 0.4 75 -36 4.6 -4.4
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 69 -30 1.7 -7.3
WDNA WisdomTree BioRevolution Fund 0.4 45 -6 -4.1 -13.1
TAN Invesco Solar ETF 0.4 67 -28 7.2 -1.8
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.4 75 -36 -89.3 -98.3
FTAG First Trust Indxx Global Agriculture ETF 0.4 70 -31 10.3 +1.3
CLNR IQ Cleaner Transport ETF 0.4 45 -6 8.0 -1.0
AQWA Global X Clean Water ETF 0.4 50 -11 4.3 -4.8
XBI SPDR S&P BIOTECH ETF 0.4 35 4 -1.2 -10.2
IQRA IQ CBRE Real Assets ETF 0.4 65 -26 5.8 -3.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.4 68 -29 1.0 -8.0
AWAY ETFMG Travel Tech ETF 0.4 76 -37 -3.7 -12.7
IBLC iShares Blockchain and Tech ETF 0.4 47 -8 -1.4 -10.4
VONV Vanguard Russell 1000 Value ETF 0.4 8 31 6.7 -2.3
IWD iShares Russell 1000 Value ETF 0.3 19 20 6.6 -2.5
IGN iShares North American Tech-Multimedia Networking ETF 0.3 41 -2 7.9 -1.1
PBE Invesco Biotechnology & Genome ETF 0.3 58 -19 0.9 -8.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 24 5.8 -3.3
PJP Invesco Pharmaceuticals ETF 0.3 57 -18 8.8 -0.2
FTXN First Trust Nasdaq Oil & Gas ETF 0.3 60 -21 8.2 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 1 6.8 -2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -26 1.9 -7.2
FTXL First Trust Nasdaq Semiconductor ETF 0.3 60 -21 5.6 -3.4
BEDZ AdvisorShares Hotel ETF 0.3 100 -61 2.8 -6.3
HELX Franklin Genomic Advancements ETF 0.3 50 -11 1.8 -7.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 -26 -1.0 -10.0
RAYS Global X Solar ETF 0.3 51 -12 5.5 -3.5
CTEC Global X CleanTech ETF 0.3 50 -11 2.1 -6.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 -1 3.8 -5.2
WDIV SPDR S&P Global Dividend ETF 0.3 40 -1 9.6 +0.6
BMED Future Health ETF 0.3 85 -46 0.5 -8.5
RDVY First Trust Rising Dividend Achievers ETF 0.3 50 -11 9.0 +0.0
BOAT SonicShares Global Shipping ETF 0.3 69 -30 26.9 +17.9
STXV Strive 1000 Value ETF 0.3 18 21 7.9 -1.1
GNR SPDR S&P Global Natural Resources ETF 0.3 40 -1 9.9 +0.9
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.3 75 -36 1.6 -7.4
ISRA VanEck Israel ETF 0.3 59 -20 8.1 -1.0
DRLL Strive U.S. Energy ETF 0.3 41 -2 7.3 -1.7
XT iShares Exponential Technologies ETF 0.3 46 -7 3.6 -5.4
REVS Columbia Research Enhanced Value ETF 0.3 19 20 7.8 -1.3
EBIZ Global X E-Commerce ETF 0.3 50 -11 1.5 -7.6
FINX Global X FinTech ETF 0.3 68 -29 2.9 -6.2
SBIO ALPS Medical Breakthroughs ETF 0.3 50 -11 -4.6 -13.6
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -21 3.4 -5.7
IYH iShares U.S. Healthcare ETF 0.3 40 -1 5.9 -3.1
PRAY FIS Christian Stock Fund 0.3 69 -30 5.7 -3.3
ROOF IQ CBRE NextGen Real Estate ETF 0.3 60 -21 7.5 -1.6
CGGR Capital Group Growth ETF 0.3 39 0 3.3 -5.7
SCHK Schwab 1000 Index ETF 0.3 5 34 5.1 -3.9
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 -20 3.8 -5.2
FRNW Fidelity Clean Energy ETF 0.3 39 0 3.7 -5.4
IYR iShares U.S. Real Estate ETF 0.3 40 -1 6.6 -2.4
SEA U.S. Global Sea to Sky Cargo ETF 0.3 60 -21 26.6 +17.5
FTXG First Trust Nasdaq Food & Beverage ETF 0.3 60 -21 6.0 -3.0
FPRO Fidelity Real Estate Investment ETF 0.3 59 -20 5.6 -3.4
BLES Inspire Global Hope ETF 0.3 61 -22 6.2 -2.8
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 -8 4.7 -4.3
IDRV iShares Self-driving EV & Tech ETF 0.3 47 -8 -0.4 -9.4
FQAL Fidelity Quality Factor ETF 0.3 15 24 5.6 -3.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -17 5.0 -4.0
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -8 -4.2 -13.2
FFTY Innovator IBD 50 ETF 0.3 80 -41 -0.5 -9.5
CSMD Congress SMid Growth ETF 0.2 69 -30 3.8 -5.2
FFND Future Fund Active ETF 0.2 100 -61 0.2 -8.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 -8 5.7 -3.4
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.2 40 -1 4.8 -4.2
ROBO ROBO Global Robotics & Automation Index ETF 0.2 95 -56 2.7 -6.3
JAVA JPMorgan Active Value ETF 0.2 44 -5 6.6 -2.4
FMET Fidelity Metaverse ETF 0.2 39 0 4.2 -4.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.2 72 -33 2.2 -6.8
BATT Amplify Lithium & Battery Technology ETF 0.2 59 -20 3.6 -5.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.2 45 -6 4.7 -4.4
ETEC iShares Breakthrough Environmental Solutions ETF 0.2 47 -8 5.4 -3.6
IYJ iShares U.S. Industrials ETF 0.2 40 -1 4.7 -4.3
FAN First Trust Global Wind Energy ETF 0.2 60 -21 5.6 -3.5
IETC iShares U.S. Tech Independence Focused ETF 0.2 18 21 4.0 -5.0
HDV iShares Core High Dividend ETF 0.2 8 31 8.5 -0.5
TPYP Tortoise North American Pipeline Fund 0.2 40 -1 5.6 -3.4
IYF iShares U.S. Financials ETF 0.2 40 -1 6.3 -2.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.2 75 -36 6.2 -2.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 11 6.0 -3.0
SRET Global X SuperDividend REIT ETF 0.2 59 -20 11.3 +2.3
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 16 3.5 -5.5
IYY iShares Dow Jones U.S. ETF 0.2 20 19 4.9 -4.1
BECO BlackRock Future Climate and Sustainable Economy ETF 0.2 70 -31 13.1 +4.1
IYZ iShares U.S. Telecommunications ETF 0.2 40 -1 8.8 -0.2
UFO Procure Space ETF 0.2 75 -36 -1.4 -10.4
FBT First Trust NYSE Arca Biotechnology Index Fund 0.2 56 -17 -0.1 -9.1
BLLD JPMorgan Sustainable Infrastructure ETF 0.2 49 -10 6.3 -2.7
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 -21 1.0 -8.0
TOKE Cambria Cannabis ETF 0.2 42 -3 -25.9 -34.9
EMLP First Trust North American Energy Infrastructure Fund 0.2 95 -56 5.6 -3.4
JPRE JPMorgan Realty Income ETF 0.2 50 -11 6.4 -2.6
PTF Invesco Dorsey Wright Technology Momentum ETF 0.2 60 -21 0.5 -8.6
STCE Schwab Crypto Thematic ETF 0.2 30 9 -5.2 -14.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -10 5.1 -3.9
BPAY BlackRock Future Financial and Technology ETF 0.2 70 -31 7.9 -1.1
IWB iShares Russell 1000 ETF 0.2 15 24 5.0 -4.0
VONE Vanguard Russell 1000 ETF 0.2 8 31 5.0 -4.0
CZA Invesco Zacks Mid-Cap ETF 0.2 72 -33 6.2 -2.8
RUNN Running Oak Efficient Growth ETF 0.2 58 -19 4.6 -4.4
LRGF iShares U.S. Equity Factor ETF 0.2 8 31 5.8 -3.3
FMIL Fidelity New Millennium ETF 0.2 59 -20 4.0 -5.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 24 6.2 -2.8
QLV FlexShares US Quality Low Volatility Index Fund 0.2 22 17 5.0 -4.1
MEDI Harbor Health Care ETF 0.2 80 -41 0.6 -8.4
RITA ETFB Green SRI REITs ETF 0.2 50 -11 5.9 -3.1
DKRB Subversive Decarbonization ETF 0.2 75 -36 3.0 -6.0
IWFH iShares Virtual Work and Life Multisector ETF 0.2 47 -8 -3.4 -12.4
SYNB Putnam BioRevolution ETF 0.1 70 -31 2.9 -6.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.1 55 -16 4.1 -5.0
INNO Harbor Disruptive Innovation ETF 0.1 75 -36 -3.6 -12.6
BRF VanEck Brazil Small-Cap ETF 0.1 66 -27 6.7 -2.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 25 5.2 -3.8
ACVF American Conservative Values ETF 0.1 75 -36 4.2 -4.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.1 39 0 -3.1 -12.1
IDAT iShares Future Cloud 5G and Tech ETF 0.1 47 -8 4.0 -5.0
WTRE WisdomTree New Economy Real Estate Fund 0.1 58 -19 4.7 -4.3
PSIL AdvisorShares Psychedelics ETF 0.1 99 -60 0.0 -9.0
MEDX Horizon Kinetics Medical ETF 0.1 85 -46 -0.2 -9.2
RECS Columbia Research Enhanced Core ETF 0.1 15 24 5.4 -3.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -29 3.9 -5.1
BLOK Amplify Transformational Data Sharing ETF 0.1 75 -36 1.1 -7.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 -21 3.5 -5.5
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -20 4.7 -4.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -11 4.3 -4.7
KROP Global X AgTech & Food Innovation ETF 0.1 50 -11 4.7 -4.3
NETL NETLease Corporate Real Estate ETF 0.1 60 -21 9.4 +0.4
REZ iShares Residential and Multisector Real Estate ETF 0.1 48 -9 6.3 -2.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.1 61 -22 6.0 -3.0
CARZ First Trust NASDAQ Global Auto Index Fund 0.1 70 -31 3.4 -5.7
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -21 3.6 -5.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 28 5.1 -4.0
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -31 3.8 -5.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.1 60 -21 6.6 -2.5
VPN Global X Data Center REITs & Digital Infrastructure ETF 0.1 50 -11 2.0 -7.0
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 -16 2.6 -6.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 20 6.4 -2.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.1 18 21 7.6 -1.4
IPO Renaissance IPO ETF 0.1 60 -21 -3.0 -12.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 19 4.9 -4.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 27 4.6 -4.4
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -11 -4.4 -13.5
BBP Virtus LifeSci Biotech Products ETF 0.1 79 -40 -4.3 -13.3
IHAK iShares Cybersecurity & Tech ETF 0.1 47 -8 2.8 -6.2
SPAM Themes Cybersecurity ETF 0.1 35 4 1.9 -7.2
HERO Global X Video Games & Esports ETF 0.1 50 -11 4.5 -4.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.1 75 -36 4.6 -4.4
GLIF AGF Global Infrastructure ETF 0.1 45 -6 5.6 -3.4
IVRA Invesco Real Assets ESG ETF 0.1 59 -20 7.3 -1.8
KNCT Invesco Next Gen Connectivity ETF 0.1 40 -1 5.5 -3.5
JQUA JPMorgan U.S. Quality Factor ETF 0.1 12 27 5.5 -3.6
ECLN First Trust EIP Carbon Impact ETF 0.1 96 -57 5.7 -3.4
HAUS Residential REIT ETF 0.1 60 -21 6.2 -2.8
IDU iShares U.S. Utilities ETF 0.1 40 -1 5.9 -3.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -6 1.2 -7.8
IYG iShares US Financial Services ETF 0.1 40 -1 5.8 -3.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.1 35 4 8.6 -0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.1 46 -7 9.7 +0.7
MRAD SmartETFs Advertising & Marketing Technology ETF 0.1 68 -29 3.7 -5.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.1 38 1 8.5 -0.5
WISE Themes Generative Artificial Intelligence ETF 0.1 35 4 1.6 -7.4
EINC VanEck Energy Income ETF 0.1 48 -9 4.8 -4.2
MLPX Global X MLP & Energy Infrastructure ETF 0.1 45 -6 5.1 -3.9
USAI Pacer American Energy Independence ETF 0.1 75 -36 4.4 -4.6
GERM ETFMG Treatments Testing and Advancements ETF 0.1 68 -29 -5.7 -14.7
OALC OneAscent Large Cap Core ETF 0.1 86 -47 5.8 -3.2
BYRE Principal Real Estate Active Opportunities ETF 0.1 65 -26 5.8 -3.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.1 60 -21 3.5 -5.5
FDLO Fidelity Low Volatility Factor ETF 0.1 15 24 5.4 -3.6
MOO VanEck Agribusiness ETF 0.1 53 -14 9.3 +0.2
ARKQ ARK Autonomous Technology & Robotics ETF 0.1 75 -36 1.5 -7.5
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -36 1.6 -7.5
SOCL Global X Social Media ETF 0.1 65 -26 -6.9 -15.9
BKWO BNY Mellon Women's Opportunities ETF 0.1 50 -11 3.5 -5.5
IDNA iShares Genomics Immunology and Healthcare ETF 0.1 47 -8 -4.8 -13.8
SOXQ Invesco PHLX Semiconductor ETF 0.1 19 20 4.9 -4.1
SOXX iShares Semiconductor ETF 0.1 35 4 4.9 -4.1
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 35 6.6 -2.4
SANE Subversive Mental Health ETF 0.1 75 -36 0.5 -8.6
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.1 79 -40 -5.8 -14.8
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -11 10.5 +1.4
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -10 5.8 -3.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.1 15 24 4.7 -4.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.1 39 0 -1.3 -10.3
FIXT Procure Disaster Recovery Strategy ETF 0.1 75 -36 3.9 -5.1
VEGN US Vegan Climate ETF 0.1 60 -21 4.4 -4.6
CLOU Global X Cloud Computing ETF 0.1 68 -29 1.8 -7.2
ROYA Tema Global Royalties ETF 0.1 75 -36 4.7 -4.3
FTXO First Trust Nasdaq Bank ETF 0.1 60 -21 10.5 +1.5
VOOV Vanguard S&P 500 Value ETF 0.1 10 29 5.5 -3.5
EMFQ Amplify Emerging Markets FinTech ETF 0.1 69 -30 3.5 -5.5
AHOY Newday Ocean Health ETF 0.1 75 -36 5.7 -3.4
FXU First Trust Utilities AlphaDEX Fund 0.0 64 -25 6.7 -2.3
RNRG Global X Renewable Energy Producers ETF 0.0 66 -27 4.8 -4.2
IYK iShares U.S. Consumer Staples ETF 0.0 40 -1 6.5 -2.5
MOON Direxion Moonshot Innovators ETF 0.0 65 -26 -23.6 -32.6
BNGE First Trust S-Network Streaming and Gaming ETF 0.0 70 -31 -1.1 -10.1
CLOD Themes Cloud Computing ETF 0.0 35 4 3.3 -5.7
IYW iShares U.S. Technology ETF 0.0 40 -1 4.2 -4.8
SCHX Schwab U.S. Large-Cap ETF 0.0 3 36 5.1 -3.9
SPRE SP Funds S&P Global REIT Sharia ETF 0.0 55 -16 4.9 -4.1
STXG Strive 1000 Growth ETF 0.0 18 21 4.0 -5.0
BUYZ Franklin Disruptive Commerce ETF 0.0 50 -11 1.8 -7.2
HAPY Harbor Human Capital Factor Unconstrained ETF 0.0 50 -11 3.3 -5.8
CNCR Range Cancer Therapeutics ETF 0.0 79 -40 -18.7 -27.7
JFWD Jacob Forward ETF 0.0 75 -36 -3.9 -12.9
IVES Wedbush ETFMG Global Cloud Technology ETF 0.0 68 -29 1.2 -7.8
VOO Vanguard S&P 500 ETF 0.0 3 36 5.2 -3.9
DFLV Dimensional US Large Cap Value ETF 0.0 22 17 7.9 -1.1
BCDF Horizon Kinetics Blockchain Development ETF 0.0 85 -46 -0.7 -9.7
VONG Vanguard Russell 1000 Growth ETF 0.0 8 31 4.5 -4.5
IWF iShares Russell 1000 Growth ETF 0.0 19 20 4.4 -4.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.0 85 -46 5.8 -3.2
CANC Tema Oncology ETF 0.0 75 -36 -3.9 -13.0
INDS Pacer Industrial Real Estate ETF 0.0 55 -16 5.6 -3.5
CNBS Amplify Seymour Cannabis ETF 0.0 75 -36 -35.2 -44.2
MJUS ETFMG U.S. Alternative Harvest ETF 0.0 76 -37 -0.6 -9.6
YOLO AdvisorShares Pure Cannabis ETF 0.0 103 -64 -34.4 -43.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.0 48 -9 -0.0 -9.0
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.0 75 -36 7.0 -2.0
WCBR WisdomTree Cybersecurity Fund 0.0 45 -6 1.6 -7.4
BUG Global X Cybersecurity ETF 0.0 51 -12 2.1 -6.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.0 35 4 5.8 -3.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.0 40 -1 5.8 -3.2
YPS Arrow Reverse Cap 500 ETF 0.0 29 10 6.5 -2.5
PINK Simplify Health Care ETF 0.0 50 -11 3.7 -5.3
JHML John Hancock Multifactor Large Cap ETF 0.0 29 10 5.5 -3.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 35 4.0 -5.0
VOOG Vanguard S&P 500 Growth ETF 0.0 10 29 5.1 -3.9
ARKG ARK Genomic Revolution ETF 0.0 75 -36 -7.4 -16.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.0 69 -30 -1.2 -10.2
BTEK Future Tech ETF 0.0 88 -49 2.1 -6.9
BTHM BlackRock Future U.S. Themes ETF 0.0 60 -21 4.5 -4.5
IQM Franklin Intelligent Machines ETF 0.0 50 -11 2.9 -6.1
STRV Strive 500 ETF 0.0 5 34 5.0 -4.0
TEQI T. Rowe Price Equity Income ETF 0.0 54 -15 4.1 -4.9
RVRB Reverb ETF 0.0 30 9 4.8 -4.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -11 4.8 -4.2
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -11 4.8 -4.3
SFY SoFi Select 500 ETF 0.0 0 39 5.0 -4.0
GDOC Goldman Sachs Future Health Care Equity ETF 0.0 75 -36 2.8 -6.2
VTV Vanguard Value ETF 0.0 4 35 7.0 -2.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 10 7.0 -2.0
FDVV Fidelity High Dividend ETF 0.0 15 24 8.6 -0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -10 4.8 -4.2
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 10 6.1 -3.0

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

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RESULTS & ESTIMATES

  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:
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 10.6 %
Divided by: Fwd. P/BV 1.1 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 9.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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