Subversive Mental Health ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 NEUTRAL
2023E    2024E
P/E
ratio		 24.4x P/Sales
ratio		 2.8x
P/BV
ratio		 3.5x Div.
yield		 1.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SANE actively invests in mental health companies around the world, selected based on quantitative and qualitative factors.

FUND BASICS
Category Global Equities
Fund Sponsor Subversive Capital Advisor LLC
Website www.subversiveetfs.com/sane
Inception date Dec 23, 2022
Assets (mns) $1
Currency USD
Expense ratio 75 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 19
Wgt avg mkt cap (mns) $224,727
Large cap (>$10bn) 80.2%
Mid cap ($2-10bn) 16.2%
Small cap (<$2bn) 3.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CASH & OTHER 14.6 %
DEXCOM INC 6.5 %
ELI LILLY & CO 6.1 %
WEST PHARMACEUTICAL SERVICES 6.1 %
NOVO-NORDISK A/S-SPONS ADR 5.9 %
ASICS CORP 5.2 %
ADIDAS AG 4.9 %
APPLE INC 4.8 %
OLEMA PHARMACEUTICALS, INC. 4.8 %
REGENERON PHARMACEUTICALS 4.7 %
Total 63.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 44.9 %
JAPAN 10.8 %
GERMANY 9.7 %
BRITAIN 6.9 %
SWITZERLAND 6.5 %
DENMARK 6.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.7% -- -- -- -3.7%

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

Technical Indicators
Recent close $22.85
30d moving avg. $22.38
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.47%
ADV underlying (mns) $20,687

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the Subversive Mental Health ETF ETF based on the alternatives' overlap in portfolio holdings with SANE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SANE Expense: 75 bp ALTAR Score™: 4.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SANE
Ticker Fund
Name		 Overlap1
vs SANE
(%)		 Expense
ratio
(bp)		 Savings
vs SANE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SANE
(%)
PPH VanEck Pharmaceutical ETF 23.1 36 39 11.5 +7.2
GDOC Goldman Sachs Future Health Care Equity ETF 22.6 75 0 3.1 -1.2
PJP Invesco Dynamic Pharmaceuticals ETF 20.9 58 17 6.7 +2.4
MEDX Horizon Kinetics Medical ETF 19.9 85 -10 3.0 -1.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 18.8 60 15 9.9 +5.6
IXJ iShares Global Healthcare ETF 18.0 42 33 6.8 +2.5
AGNG Global X Aging Population ETF 16.9 50 25 4.0 -0.4
HART IQ Healthy Hearts ETF 16.7 45 30 5.7 +1.4
PINK Simplify Health Care ETF 15.4 50 25 5.9 +1.6
IYH iShares U.S. Healthcare ETF 14.2 40 35 6.7 +2.4
XLV Health Care Select Sector SPDR Fund 14.2 10 65 7.7 +3.4
VHT Vanguard Health Care Index Fund 13.9 10 65 6.1 +1.8
FHLC Fidelity MSCI Health Care Index ETF 13.9 8 67 6.2 +1.9
PBE Invesco Dynamic Biotechnology & Genome ETF 13.0 59 16 1.6 -2.7
SYNB Putnam BioRevolution ETF 13.0 70 5 2.8 -1.5
BFIT Global X Health & Wellness ETF 12.9 50 25 5.6 +1.3
CANC Tema Oncology ETF 12.9 75 0 -4.4 -8.7
QLV FlexShares US Quality Low Volatility Index Fund 12.8 22 53 5.2 +0.9
MEDI Harbor Health Care ETF 12.6 80 -5 -0.8 -5.1
GDIV Harbor Dividend Growth Leaders ETF 12.1 50 25 6.2 +1.9
IBBQ Invesco Nasdaq Biotechnology ETF 12.0 19 56 0.1 -4.2
SDEP SFP Core Equity Strategy 12.0 0 75 0.0 -4.3
LRND IQ U.S. Large Cap R&D Leaders ETF 11.9 14 61 6.8 +2.5
FCPI Fidelity Stocks for Inflation ETF 11.5 29 46 9.4 +5.1
BAD B.A.D. ETF 11.5 75 0 -4.3 -8.6
PZLG Puzzle Mature Growth 11.3 0 75 0.0 -4.3
WRND IQ Global Equity R&D Leaders ETF 10.7 18 57 7.2 +2.9
VIRS Pacer BioThreat Strategy ETF 10.4 70 5 6.7 +2.4
HAPI Harbor Corporate Culture ETF 10.3 36 39 5.1 +0.8
IHE iShares U.S. Pharmaceuticals ETF 10.3 40 35 8.9 +4.6
SNPG Xtrackers S&P 500 Growth ESG ETF 10.3 15 60 5.2 +0.9
STXD Strive 1000 Dividend Growth ETF 10.2 35 40 5.7 +1.4
FLRG Fidelity U.S. Multifactor ETF 10.1 29 46 7.9 +3.6
CAML Congress Large Cap Growth ETF 10.0 66 9 4.0 -0.3
IOO iShares Global 100 ETF 10.0 41 34 4.8 +0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 10.0 80 -5 5.5 +1.2
SPMO Invesco S&P 500 Momentum ETF 9.9 13 62 4.6 +0.3
GK AdvisorShares Gerber Kawasaki ETF 9.8 75 0 3.1 -1.3
BMED BlackRock Future Health ETF 9.7 85 -10 0.7 -3.6
BBLU EA Bridgeway Blue Chip ETF 9.7 15 60 6.0 +1.7
JGRO JPMorgan Active Growth ETF 9.7 44 31 3.7 -0.6
FBT First Trust NYSE Arca Biotechnology Index Fund 9.6 56 19 2.5 -1.9
QUAL iShares MSCI Usa Quality Factor ETF 9.5 15 60 6.1 +1.8
FDMO Fidelity Momentum Factor ETF 9.5 29 46 4.1 -0.2
IBB iShares NASDAQ Biotechnology ETF 9.4 45 30 0.0 -4.3
FLQL Franklin LibertyQ U.S. Equity ETF 9.4 15 60 6.7 +2.4
HLAL Wahed FTSE USA Shariah ETF 9.4 50 25 5.1 +0.8
DUHP Dimensional US High Profitability ETF 9.4 21 54 7.6 +3.3
XPH SPDR S&P Pharmaceuticals ETF 9.3 35 40 5.7 +1.4
HKND Humankind US Stock ETF 9.3 11 64 6.8 +2.5
MTUM iShares MSCI USA Momentum Factor ETF 9.3 15 60 4.9 +0.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.3 40 35 7.9 +3.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.2 48 27 6.5 +2.2
FMIL Fidelity New Millennium ETF 9.1 59 16 4.4 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.1 49 26 4.9 +0.6
VOOG Vanguard S&P 500 Growth ETF 9.1 10 65 5.6 +1.3
IVW iShares S&P 500 Growth ETF 9.0 18 57 5.5 +1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 9.0 4 71 5.7 +1.4
BKUS BNY Mellon Sustainable US Equity ETF 9.0 50 25 4.6 +0.3
DGRW WisdomTree U.S. Quality Dividend Growth Fund 9.0 28 47 6.1 +1.8
FBCG Fidelity Blue Chip Growth ETF 8.9 59 16 2.4 -1.9
IUSG iShares Core S&P US Growth ETF 8.9 4 71 5.7 +1.4
JHDV John Hancock U.S. High Dividend ETF 8.8 34 41 6.9 +2.6
FXH First Trust Health Care AlphaDEX Fund 8.8 61 14 8.6 +4.3
FDLO Fidelity Low Volatility Factor ETF 8.7 29 46 5.4 +1.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.6 10 65 5.0 +0.7
BBH VanEck Biotech ETF 8.6 35 40 5.4 +1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.5 10 65 5.0 +0.7
KONG Formidable Fortress ETF 8.4 89 -14 6.7 +2.4
BGIG Bahl & Gaynor Income Growth ETF 8.4 45 30 5.7 +1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.4 15 60 5.1 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 8.4 7 68 5.6 +1.3
ESG FlexShares STOXX US ESG Impact Index Fund 8.4 32 43 5.3 +1.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.4 15 60 7.3 +3.0
SXQG 6 Meridian Quality Growth ETF 8.3 100 -25 4.7 +0.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 8.3 12 63 5.1 +0.8
WDNA WisdomTree BioRevolution Fund 8.2 45 30 -5.8 -10.1
XLG Invesco S&P 500 Top 50 ETF 8.2 20 55 4.9 +0.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 8.1 42 33 5.4 +1.1
MGK Vanguard Mega Cap Growth ETF 8.0 7 68 4.5 +0.2
PWB Invesco Dynamic Large Cap Growth ETF 8.0 56 19 3.3 -1.0
IQSU IQ Candriam ESG US Equity ETF 7.9 9 66 5.0 +0.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 7.9 20 55 6.2 +1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7.9 10 65 5.9 +1.6
TECB iShares US Tech Breakthrough Multisector ETF 7.9 40 35 4.5 +0.2
SUSA iShares MSCI USA ESG Select ETF 7.8 25 50 5.5 +1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 7.8 35 40 7.1 +2.8
ILCG iShares Morningstar Growth ETF 7.8 4 71 4.3 +0.0
FQAL Fidelity Quality Factor ETF 7.8 29 46 5.8 +1.5
SNPE Xtrackers S&P 500 ESG ETF 7.8 10 65 5.5 +1.2
STXG Strive 1000 Growth ETF 7.8 18 57 4.4 +0.1
SCHG Schwab U.S. Large-Cap Growth ETF 7.8 4 71 4.5 +0.2
VDNI V-Shares US Leadership Diversity ETF 7.8 29 46 5.7 +1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 7.7 28 47 6.8 +2.5
VUG Vanguard Growth Index Fund 7.7 4 71 4.5 +0.2
SPXN ProShares S&P 500 Ex-Financials ETF 7.7 9 66 5.6 +1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.7 12 63 5.4 +1.1
OEF iShares S&P 100 ETF 7.7 20 55 5.2 +0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.7 12 63 4.9 +0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.6 14 61 5.6 +1.3
IWY iShares Russell Top 200 Growth ETF 7.6 20 55 5.1 +0.8
QUS SPDR MSCI USA StrategicFactors ETF 7.6 15 60 6.3 +2.0
SPHQ Invesco S&P 500 Quality ETF 7.6 15 60 5.8 +1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 7.6 0 75 5.3 +1.0
PSET Principal Price Setters Index ETF 7.6 15 60 6.0 +1.7
IWF iShares Russell 1000 Growth ETF 7.6 19 56 4.9 +0.6
VONG Vanguard Russell 1000 Growth Index Fund 7.6 8 67 5.0 +0.7
MGC Vanguard Mega Cap Index Fund 7.6 7 68 5.3 +1.0
XVV iShares ESG Screened S&P 500 ETF 7.5 8 67 5.4 +1.1
GDEF Goldman Sachs Defensive Equity ETF 7.5 55 20 5.2 +0.9
IWL iShares Russell Top 200 ETF 7.5 15 60 5.2 +0.9
ESGV Vanguard ESG U.S. Stock ETF 7.5 9 66 5.3 +1.0
TTAC TrimTabs US Free Cash Flow Quality ETF 7.5 59 16 6.2 +1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 7.5 15 60 4.7 +0.4
SQEW LeaderShares Equity Skew ETF 7.5 75 0 4.9 +0.6
ESGU iShares MSCI USA ESG Optimized ETF 7.4 15 60 5.4 +1.1
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 46 7.5 +3.2
QVML Invesco S&P 500 QVM Multi-factor ETF 7.4 11 64 5.6 +1.3
RESP WisdomTree US ESG Fund of Benef Interest 7.4 28 47 6.2 +1.9
SPXE ProShares S&P 500 Ex-Energy ETF 7.4 9 66 5.5 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 7.4 9 66 5.7 +1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.3 20 55 5.3 +1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.3 20 55 5.4 +1.1
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 7.3 69 6 5.6 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.3 9 66 6.3 +2.0
VV Vanguard Large-Cap Index Fund 7.3 4 71 5.5 +1.2
STRV Strive 500 ETF 7.3 5 70 5.5 +1.2
IVV iShares Core S&P 500 ETF 7.3 3 72 5.6 +1.3
SPY SPDR S&P 500 ETF Trust 7.3 9 66 5.5 +1.2
VOO VANGUARD S&P 500 ETF 7.3 3 72 5.6 +1.3
SPLG SPDR Portfolio S&P 500 ETF 7.2 2 73 5.6 +1.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.2 15 60 7.0 +2.7
HELX Franklin Genomic Advancements ETF 7.2 50 25 1.9 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 7.2 10 65 5.8 +1.5
PBUS Invesco PureBeta MSCI USA ETF 7.2 4 71 5.5 +1.2
ZECP Zacks Earnings Consistent Portfolio ETF 7.2 55 20 5.3 +1.0
RVRB Reverb ETF 7.2 30 45 5.3 +1.0
VOTE Engine No. 1 Transform 500 ETF 7.2 5 70 5.4 +1.1
TOK iShares MSCI Kokusai ETF 7.2 25 50 5.4 +1.1
ILCB iShares Morningstar U.S. Equity ETF 7.1 3 72 5.5 +1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.1 2 73 5.5 +1.2
SHE SPDR SSGA Gender Diversity Index ETF 7.1 20 55 5.6 +1.3
IWB iShares Russell 1000 ETF 7.1 15 60 5.4 +1.1
VONE Vanguard Russell 1000 ETF 7.1 8 67 5.5 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.1 7 68 5.5 +1.2
SCHX Schwab U.S. Large-Cap ETF 7.1 3 72 5.5 +1.2
KRMA Global X Conscious Companies ETF 7.1 43 32 5.8 +1.5
SPTM SPDR Portfolio Total Stock Market ETF 7.1 3 72 5.8 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.1 11 64 5.5 +1.2
URTH iShares MSCI World ETF 7.1 24 51 5.5 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 7.1 30 45 6.1 +1.8
SCHK Schwab 1000 Index ETF 7.1 5 70 5.5 +1.2
DFUS Dimensional U.S. Equity ETF 7.1 9 66 5.5 +1.2
IYY iShares Dow Jones U.S. ETF 7.0 20 55 5.3 +1.0
VTI Vanguard Total Stock Market Index Fund 7.0 3 72 5.3 +1.0
IWV iShares Russell 3000 ETF 7.0 20 55 5.3 +1.0
QLC FlexShares US Quality Large Cap Index Fund 7.0 25 50 5.8 +1.5
VTHR Vanguard Russell 3000 Index Fund 7.0 10 65 5.4 +1.1
APUE ActivePassive U.S. Equity ETF 7.0 33 42 5.4 +1.1
SCHB Schwab U.S. Broad Market ETF 7.0 3 72 5.5 +1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.0 3 72 5.4 +1.1
DFAU Dimensional US Core Equity Market ETF 7.0 12 63 5.7 +1.4
AFLG First Trust Active Factor Large Cap ETF 6.9 55 20 6.5 +2.2
HDUS Hartford Disciplined US Equity ETF 6.9 19 56 6.5 +2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 6.9 75 0 5.2 +0.9
IPKW Invesco International BuyBack Achievers ETF 6.9 55 20 8.6 +4.3
NVQ QRAFT AI-Enhanced US Next Value ETF 6.8 81 -6 9.9 +5.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.8 29 46 7.1 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.8 52 23 8.3 +4.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 6.8 50 25 3.2 -1.1
ADME Aptus Drawdown Managed Equity ETF 6.8 79 -4 4.8 +0.5
AHOY Newday Ocean Health ETF 6.7 75 0 5.6 +1.3
LRGF iShares Edge MSCI Multifactor USA ETF 6.7 8 67 6.1 +1.8
SIXA 6 Meridian Mega Cap Equity ETF 6.7 80 -5 6.9 +2.6
DTD WisdomTree U.S.Total Dividend Fund 6.7 28 47 7.2 +2.9
EPS WisdomTree U.S. Earnings 500 Fund 6.7 8 67 6.8 +2.5
AVUS Avantis U.S. Equity ETF 6.7 15 60 6.4 +2.1
SFY SoFi Select 500 ETF 6.6 0 75 5.4 +1.1
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 25 6.9 +2.6
VIG Vanguard Dividend Appreciation Index Fund 6.6 6 69 5.9 +1.6
DFAC Dimensional U.S. Core Equity 2 ETF 6.5 17 58 6.0 +1.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.5 65 10 -0.8 -5.1
RPG Invesco S&P 500 Pure Growth ETF 6.5 35 40 7.6 +3.3
FDRR Fidelity Dividend ETF for Rising Rates 6.5 29 46 8.1 +3.8
IDNA iShares Genomics Immunology & Healthcare ETF 6.5 47 28 -8.5 -12.8
VSLU Applied Finance Valuation Large Cap ETF 6.5 49 26 6.4 +2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 6.5 37 38 6.1 +1.8
EWL iShares MSCI Switzerland ETF 6.4 50 25 3.7 -0.6
FLSW Franklin FTSE Switzerland ETF 6.4 9 66 5.3 +1.0
QQQ Invesco QQQ Trust 6.4 20 55 5.1 +0.8
QQQM Invesco NASDAQ 100 ETF 6.4 15 60 5.1 +0.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 6.4 25 50 6.2 +1.9
QQMG Invesco ESG NASDAQ 100 ETF 6.4 20 55 5.3 +1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.4 19 56 6.8 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 6.4 18 57 6.0 +1.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.3 60 15 5.9 +1.6
ACWI iShares MSCI ACWI ETF 6.3 32 43 5.6 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.3 9 66 5.7 +1.4
FVAL Fidelity Value Factor ETF 6.2 29 46 7.7 +3.4
GSPY Gotham Enhanced 500 ETF 6.1 50 25 5.8 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 6.1 49 26 5.4 +1.1
CACG ClearBridge All Cap Growth ETF 6.1 54 21 3.6 -0.7
JHML John Hancock Multifactor Large Cap ETF 6.1 29 46 6.0 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.0 15 60 5.9 +1.6
BBP BioShares Biotechnology Products Fund 6.0 79 -4 -5.6 -9.9
LRGE ClearBridge Large Cap Growth ESG ETF 6.0 59 16 3.5 -0.8
AADR AdvisorShares Dorsey Wright ADR ETF 5.9 110 -35 4.7 +0.4
FPXI First Trust International Equity Opportunities ETF 5.9 70 5 3.8 -0.6
JQUA JPMorgan U.S. Quality Factor ETF 5.9 12 63 6.0 +1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.9 20 55 5.8 +1.5
IQM Franklin Intelligent Machines ETF 5.8 50 25 3.3 -1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.8 25 50 6.2 +1.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 5.8 25 50 7.2 +2.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.8 21 54 4.0 -0.3
FDVV Fidelity Core Dividend ETF 5.7 29 46 9.1 +4.8
PFM Invesco Dividend Achievers ETF 5.7 53 22 5.9 +1.6
IUS Invesco Strategic US ETF 5.7 19 56 7.7 +3.4
DGRO iShares Core Dividend Growth ETF 5.7 8 67 7.0 +2.7
VIGI Vanguard International Dividend Appreciation ETF 5.6 15 60 5.4 +1.1
ACWV iShares MSCI Global Min Vol Factor ETF 5.6 20 55 6.6 +2.3
QDF FlexShares Quality Dividend Index Fund 5.6 37 38 6.2 +1.9
GGRW Gabelli Growth Innovators ETF 5.5 90 -15 2.8 -1.6
NANC Unusual Whales Subversive Democratic Trading ETF 5.5 75 0 4.3 +0.0
DIA SPDR Dow Jones Industrial Average ETF Trust 5.5 16 59 6.0 +1.7
HTEC ROBO Global Healthcare Technology & Innovation ETF 5.5 68 7 1.6 -2.7
OEUR ALPS O'shares Europe Quality Dividend ETF 5.5 48 27 5.8 +1.5
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 5.4 58 17 5.5 +1.2
QGRW WisdomTree U.S. Quality Growth Fund 5.4 28 47 5.4 +1.1
DEIF Sterling Capital Diverse Multi-Manager Active ETF 5.4 65 10 4.9 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 5.4 29 46 5.4 +1.1
CGGO Capital Group Global Growth Equity ETF 5.4 47 28 4.0 -0.3
IQDG WisdomTree International Quality Dividend Growth Fund 5.4 42 33 5.5 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 5.4 60 15 5.4 +1.1
GDVD R3 Global Dividend Growth ETF 5.4 88 -13 6.0 +1.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 5.3 25 50 7.2 +2.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 5.3 58 17 5.9 +1.6
SNSR Global X Internet of Things Thematic ETF 5.3 68 7 4.2 -0.1
USMV iShares Edge MSCI Min Vol USA ETF 5.3 15 60 6.1 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.2 75 0 6.5 +2.2
IDHQ Invesco S&P International Developed Quality ETF 5.2 29 46 6.5 +2.2
GLOF iShares Global Equity Factor ETF 5.2 20 55 7.2 +2.9
TMFC Motley Fool 100 Index ETF 5.2 50 25 4.1 -0.2
VT Vanguard Total World Stock ETF 5.2 7 68 5.1 +0.8
RECS Columbia Research Enhanced Core ETF 5.2 15 60 6.2 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.1 60 15 4.7 +0.4
FSST Fidelity Sustainability U.S. Equity ETF 5.1 59 16 5.5 +1.2
DIVD Altrius Global Dividend ETF 5.1 49 26 10.2 +5.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.1 35 40 5.6 +1.3
GURU Global X Guru Index ETF 5.0 75 0 4.3 0.0
FDHT Fidelity Digital Health ETF 5.0 39 36 -3.5 -7.8
UMMA Wahed Dow Jones Islamic World ETF 4.9 65 10 4.3 -0.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.9 58 17 5.4 +1.1
VUSE Vident Core US Equity Fund 4.9 50 25 5.9 +1.6
XDNA Strategic CRISPR & Gene Editing Technology ETF 4.9 78 -3 -8.4 -12.7
JMOM JPMorgan U.S. Momentum Factor ETF 4.9 12 63 5.4 +1.1
FMET Fidelity Metaverse ETF 4.8 39 36 4.2 -0.1
IXN iShares Global Tech ETF 4.8 41 34 4.6 +0.3
FTEC Fidelity MSCI Information Technology Index ETF 4.8 8 67 5.0 +0.7
KOCG FIS Knights of Columbus Global Belief ETF 4.8 75 0 5.2 +0.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 4.8 45 30 4.3 0.0
LCF Touchstone US Large Cap Focused ETF 4.8 69 6 4.5 +0.2
IYW iShares U.S. Technology ETF 4.8 40 35 4.9 +0.6
METV Roundhill Ball Metaverse ETF 4.8 59 16 3.9 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.8 30 45 4.7 +0.4
GGME Invesco Next Gen Media and Gaming ETF 4.8 63 12 4.1 -0.2
GBUY Goldman Sachs Future Consumer Equity ETF 4.8 75 0 3.4 -0.9
VGT Vanguard Information Technology Index Fund 4.8 10 65 5.0 +0.7
FIVG Defiance Next Gen Connectivity ETF 4.8 30 45 6.8 +2.5
KNCT Invesco Next Gen Connectivity ETF 4.8 63 12 5.8 +1.5
SFYF SoFi 50 ETF 4.8 29 46 -0.7 -5.0
IGM iShares Expanded Tech Sector ETF 4.8 41 34 4.9 +0.6
PTF Invesco DWA Technology Momentum ETF 4.8 60 15 0.2 -4.1
BTHM BlackRock Future U.S. Themes ETF 4.8 60 15 5.0 +0.7
XLK Technology Select Sector SPDR Fund 4.8 10 65 5.5 +1.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.8 56 19 5.7 +1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.8 50 25 5.1 +0.8
IVRS iShares Future Metaverse Tech and Communications ETF 4.8 47 28 4.4 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 4.8 9 66 5.3 +1.0
LCLG Logan Capital Broad Innovative Growth ETF 4.8 99 -24 5.5 +1.2
ACSI American Customer Satisfaction Core Alpha ETF 4.8 65 10 5.5 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.8 18 57 6.3 +2.0
EDOC Global X Telemedicine & Digital Health ETF 4.8 68 7 -6.4 -10.7
WKLY SoFi Weekly Dividend ETF 4.7 49 26 7.7 +3.4
FPX First Trust US IPO Index Fund 4.7 61 14 -0.6 -4.9
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 4.7 59 16 7.0 +2.7
IHI iShares U.S. Medical Devices ETF 4.7 40 35 4.3 +0.0
IGRO iShares International Dividend Growth ETF 4.7 15 60 7.6 +3.3
NULG Nuveen ESG Large-Cap Growth ETF 4.7 26 49 4.4 +0.1
HDAW Xtrackers MSCI All World ex US High Dividend Yield Equity ET 4.7 20 55 10.4 +6.1
VFMV Vanguard U.S. Minimum Volatility ETF 4.7 13 62 5.9 +1.6
HDEF Xtrackers MSCI EAFE High Dividend Yield Hedged Equity ETF 4.7 9 66 8.9 +4.6
CARZ First Trust NASDAQ Global Auto Index Fund 4.6 70 5 4.6 +0.3
CGGR Capital Group Growth ETF 4.6 39 36 3.7 -0.6
PTH Invesco DWA Healthcare Momentum ETF 4.6 60 15 -3.0 -7.3
GVIP Goldman Sachs Hedge Industry VIP ETF 4.5 45 30 4.1 -0.2
VERS ProShares Metaverse ETF 4.5 58 17 -9.7 -14.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.5 15 60 11.0 +6.7
XPND First Trust Expanded Technology ETF 4.5 65 10 4.7 +0.4
PY Principal Shareholder Yield Index ETF 4.4 15 60 7.8 +3.5
MBCC Monarch Blue Chips Core ETF 4.3 125 -50 3.0 -1.3
QGRO American Century STOXX U.S. Quality Growth ETF 4.3 29 46 5.9 +1.6
ROUS Hartford Multifactor US Equity ETF 4.3 19 56 6.6 +2.3
BKCI BNY Mellon Concentrated International ETF 4.3 80 -5 6.0 +1.7
GERM ETFMG Treatments Testing and Advancements ETF 4.2 68 7 -8.5 -12.8
APIE ActivePassive International Equity ETF 4.2 45 30 8.1 +3.8
MDEV First Trust Indxx Medical Devices ETF 4.2 70 5 4.1 -0.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 4.2 25 50 7.3 +3.0
DVND Touchstone Dividend Select ETF 4.2 67 8 6.6 +2.3
PDP Invesco DWA Momentum ETF 4.2 62 13 3.9 -0.4
IEV iShares Europe ETF 4.2 67 8 6.1 +1.8
ABEQ Absolute Core Strategy ETF 4.2 85 -10 4.8 +0.5
EUDV ProShares MSCI Europe Dividend Growers ETF 4.1 55 20 5.2 +0.9
FFND Future Fund Active ETF 4.1 100 -25 0.3 -4.0
FTGS First Trust Growth Strength ETF 4.1 60 15 6.4 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 4.1 10 65 5.4 +1.1
DBEU Xtrackers MSCI Europe Hedged Equity ETF 4.1 46 29 6.5 +2.2
FDG American Century Focused Dynamic Growth ETF 4.1 45 30 3.2 -1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.1 10 65 5.4 +1.1
PAWZ ProShares Pet Care ETF 4.1 50 25 3.1 -1.3
BBEU JPMorgan BetaBuilders Europe ETF 4.0 9 66 6.6 +2.3
QEFA SPDR MSCI EAFE Quality Mix ETF 4.0 30 45 6.5 +2.2
TIME Clockwise Capital Innovation ETF 4.0 96 -21 2.2 -2.1
FLEE Franklin FTSE Europe ETF 4.0 9 66 6.7 +2.4
VR Global X Metaverse ETF 4.0 50 25 3.1 -1.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.0 7 68 10.6 +6.3
SCHD Schwab U.S. Dividend Equity ETF 3.9 6 69 8.9 +4.6
TWEB SoFi Web 3 ETF 3.9 59 16 -2.5 -6.8
IQSI IQ Candriam ESG International Equity ETF 3.9 15 60 6.4 +2.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 0 6.8 +2.5
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 30 4.8 +0.5
GFGF Guru Favorite Stocks ETF 3.9 65 10 4.4 +0.1
VALQ American Century STOXX U.S. Quality Value ETF 3.9 29 46 8.1 +3.8
XBI SPDR S&P BIOTECH ETF 3.8 35 40 -3.7 -8.0
PRF Invesco FTSE RAFI US 1000 ETF 3.8 39 36 7.1 +2.8
VGK Vanguard FTSE Europe ETF 3.8 11 64 6.7 +2.4
DFND Siren DIVCON Dividend Defender ETF 3.8 189 -114 4.9 +0.6
BUZZ VanEck Social Sentiment ETF 3.8 75 0 1.9 -2.4
IBRN iShares Neuroscience and Healthcare ETF 3.8 47 28 -6.5 -10.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.8 39 36 5.5 +1.2
IEUR iShares Core MSCI Europe ETF 3.7 9 66 6.6 +2.3
NULC Nuveen ESG Large-Cap ETF 3.7 21 54 5.5 +1.2
LEAD Siren DIVCON Leaders Dividend ETF 3.7 43 32 5.9 +1.6
JVAL JPMorgan U.S. Value Factor ETF 3.7 12 63 8.9 +4.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 3.7 60 15 4.1 -0.2
RFEU First Trust Riverfront Dynamic Europe ETF 3.7 83 -8 8.8 +4.5
IQDF FlexShares International Quality Dividend Index Fund 3.6 47 28 10.2 +5.9
SPEU SPDR Portfolio Europe ETF 3.6 7 68 6.6 +2.3
USXF iShares ESG Advanced MSCI USA ETF 3.6 10 65 5.4 +1.1
FTCS First Trust Capital Strength ETF 3.6 55 20 6.5 +2.2
LVOL American Century Low Volatility ETF 3.6 29 46 5.3 +1.0
FDEV Fidelity Targeted International Factor ETF 3.6 39 36 7.0 +2.7
HLGE Hartford Longevity Economy ETF 3.6 44 31 7.0 +2.7
OCEN IQ Clean Oceans ETF 3.5 45 30 5.6 +1.3
DRIV Global X Autonomous & Electric Vehicles ETF 3.5 68 7 4.5 +0.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.5 49 26 5.6 +1.3
MBOX Freedom Day Dividend ETF 3.5 39 36 8.5 +4.2
SAGP Strategas Global Policy Opportunities ETF 3.5 65 10 4.6 +0.3
DOL WisdomTree International LargeCap Dividend Fund 3.4 48 27 7.4 +3.1
RFFC RiverFront Dynamic US Flex-Cap ETF 3.4 48 27 5.1 +0.8
SPXT ProShares S&P 500 Ex-Technology ETF 3.4 9 66 6.0 +1.7
DIVI Franklin International Core Dividend Tilt Index ETF 3.3 9 66 8.1 +3.8
VFQY Vanguard U.S. Quality Factor ETF 3.3 13 62 7.4 +3.1
MILN Global X Millennial Consumer ETF 3.3 50 25 2.3 -2.0
IETC iShares Evolved U.S. Technology ETF 3.2 18 57 4.8 +0.5
AVDE Avantis International Equity ETF 3.2 23 52 7.7 +3.4
DGT SPDR Global Dow ETF 3.2 50 25 6.4 +2.1
ACVF American Conservative Values ETF 3.2 75 0 4.8 +0.5
RESD WisdomTree International ESG Fund 3.2 30 45 6.3 +2.0
FDWM Fidelity Women's Leadership ETF 3.2 59 16 5.7 +1.4
JIRE JPMorgan International Research Enhanced Equity ETF 3.2 24 51 6.4 +2.1
AVLV Avantis U.S. Large Cap Value ETF 3.2 15 60 8.2 +3.9
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 3.2 20 55 5.9 +1.6
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 3.2 14 61 6.0 +1.7
CLNR IQ Cleaner Transport ETF 3.2 45 30 6.4 +2.1
DIVY Sound Equity Income ETF 3.2 45 30 11.0 +6.7
RWL Invesco S&P 500 Revenue ETF 3.2 39 36 7.1 +2.8
VLU SPDR S&P 1500 Value Tilt ETF 3.2 12 63 7.7 +3.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 3.2 29 46 8.4 +4.1
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.1 16 59 4.1 -0.2
SAMT Strategas Macro Thematic Opportunities ETF 3.1 65 10 3.6 -0.7
RODE Hartford Multifactor Diversified International ETF 3.1 29 46 11.2 +6.9
IQDE FlexShares International Quality Dividend Defensive Index ET 3.1 47 28 9.9 +5.6
FLGR Franklin FTSE Germany ETF 3.1 9 66 6.6 +2.3
VSDA VictoryShares Dividend Accelerator ETF 3.1 35 40 6.6 +2.3
FLLV Franklin Liberty U.S. Low Volatility ETF 3.0 29 46 6.0 +1.7
JEPI JPMorgan Equity Premium Income ETF 3.0 35 40 5.6 +1.3
EQWL Invesco Russell Top 200 Equal Weight ETF 3.0 25 50 6.8 +2.5
JOET Virtus Terranova US Quality Momentum ETF 3.0 29 46 6.1 +1.8
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 17 9.1 +4.8
ARVR First Trust Indxx Metaverse ETF 3.0 70 5 2.1 -2.2
FIVA Fidelity International Value Factor ETF 2.9 39 36 9.4 +5.1
PEXL Pacer US Export Leaders ETF 2.9 60 15 5.3 +1.0
GSID Goldman Sachs MarketBeta International Equity ETF 2.9 20 55 6.4 +2.1
AIQ Global X Future Analytics Tech ETF 2.9 68 7 4.0 -0.3
DBGR Xtrackers MSCI Germany Hedged Equity ETF 2.9 45 30 6.2 +1.9
DARP Grizzle Growth ETF 2.9 75 0 5.2 +0.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 2.9 36 39 6.4 +2.1
EWG iShares MSCI Germany ETF 2.9 50 25 6.0 +1.7
MDCP VictoryShares THB Mid Cap ESG ETF 2.9 55 20 6.2 +1.9
BKIE BNY Mellon International Equity ETF 2.9 4 71 6.6 +2.3
QLVD FlexShares Developed Markets ex-US Quality Low Volatility Id 2.9 32 43 6.5 +2.2
VWID Virtus WMC International Dividend ETF 2.8 49 26 9.2 +4.9
ENTR Entrepreneur 30 Fund 2.8 75 0 2.5 -1.8
IVLU iShares Edge MSCI Intl Value Factor ETF 2.8 30 45 10.0 +5.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 2.8 40 35 8.0 +3.7
GRZZ Grizzle Growth ETF 2.8 75 0 5.2 +0.9
DWMF WisdomTree International Multifactor Fund 2.8 38 37 7.1 +2.8
CGUS Capital Group Core Equity ETF 2.8 33 42 5.2 +0.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.8 45 30 6.4 +2.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.8 57 18 4.8 +0.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.7 50 25 5.2 +0.9
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.7 80 -5 7.2 +2.9
HFXI IQ 50 Percent Hedged FTSE International ETF 2.7 20 55 6.7 +2.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 2.7 25 50 7.3 +3.0
SPGP Invesco S&P 500 GARP ETF 2.6 36 39 8.8 +4.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.6 70 5 5.4 +1.1
DWM WisdomTree International Equity Fund 2.6 48 27 7.7 +3.4
UPWD JPMorgan Social Advancement ETF 2.6 49 26 4.8 +0.5
NULV Nuveen ESG Large-Cap Value ETF 2.6 26 49 7.4 +3.1
XNTK SPDR NYSE Technology ETF 2.6 35 40 4.1 -0.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 26 5.2 +0.9
DAX Global X DAX Germany ETF 2.5 21 54 6.5 +2.2
INTF iShares Edge MSCI Multifactor Intl ETF 2.5 15 60 7.7 +3.4
EQUL IQ Engender Equality ETF 2.5 45 30 6.6 +2.3
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 2.5 20 55 6.6 +2.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.5 20 55 7.5 +3.2
RUFF Alpha Dog ETF 2.5 94 -19 4.5 +0.2
VYMI Vanguard International High Dividend Yield ETF 2.5 22 53 9.3 +5.0
EFG iShares MSCI EAFE Growth ETF 2.5 35 40 4.1 -0.2
DIHP Dimensional International High Profitability ETF 2.5 29 46 6.7 +2.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 44 3.7 -0.6
SDG iShares Sustainable MSCI Global Impact ETF 2.4 49 26 6.6 +2.3
SCHF Schwab International Equity ETF 2.4 6 69 6.8 +2.5
CNCR Loncar Cancer Immunotherapy ETF 2.4 79 -4 -23.5 -27.8
KRUZ Unusual Whales Subversive Republican Trading ETF 2.4 75 0 4.1 -0.2
IWX iShares Russell Top 200 Value ETF 2.4 20 55 7.0 +2.7
UDI USCF Dividend Income Fund 2.4 0 75 0.0 -4.3
IWP iShares Russell Mid-Cap Growth ETF 2.3 23 52 3.9 -0.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.3 96 -21 4.5 +0.2
IMTM iShares Edge MSCI Intl Momentum Factor ETF 2.3 30 45 5.5 +1.2
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 48 5.9 +1.6
FSZ First Trust Switzerland AlphaDEX Fund 2.3 80 -5 4.0 -0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 57 8.2 +3.9
VOT Vanguard Mid-Cap Growth Index Fund 2.2 7 68 4.7 +0.4
EFA iShares MSCI EAFE ETF 2.2 32 43 6.3 +2.0
ESGD iShares MSCI EAFE ESG Optimized ETF 2.2 20 55 6.2 +1.9
EVUS iShares ESG Aware MSCI USA Value ETF 2.2 18 57 7.2 +2.9
SPDW SPDR Portfolio Developed World ex-US ETF 2.2 3 72 6.5 +2.2
INNO Harbor Disruptive Innovation ETF 2.1 75 0 -6.0 -10.3
MGV Vanguard Mega Cap Value ETF 2.1 7 68 7.2 +2.9
MOAT VanEck Morningstar Wide Moat ETF 2.1 46 29 6.1 +1.8
FFTY Innovator IBD 50 ETF 2.1 80 -5 3.8 -0.5
JHMD John Hancock Multifactor Developed International ETF 2.1 39 36 6.9 +2.6
EFAV iShares Edge MSCI Min Vol EAFE ETF 2.0 20 55 5.6 +1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.0 75 0 7.5 +3.2
RNLC Large Cap US Equity Select ETF 2.0 60 15 6.6 +2.3
CWI SPDR MSCI ACWI ex-US ETF 2.0 30 45 6.4 +2.1
IPDP Dividend Performers ETF 2.0 106 -31 5.1 +0.8
ROE Astoria US Quality Kings ETF 2.0 49 26 8.3 +4.0
VYM Vanguard High Dividend Yield Index ETF 2.0 6 69 7.8 +3.5
DBLV AdvisorShares DoubleLine Value Equity ETF 2.0 90 -15 8.6 +4.3
CGDV Capital Group Dividend Value ETF 1.9 33 42 6.0 +1.7
XT iShares Exponential Technologies ETF 1.9 46 29 3.5 -0.8
VTV Vanguard Value Index Fund 1.9 4 71 7.4 +3.1
JAVA JPMorgan Active Value ETF 1.9 44 31 6.7 +2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.9 65 10 4.4 +0.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.9 80 -5 5.5 +1.2
QVAL Alpha Architect U.S. Quantitative Value ETF 1.9 39 36 11.6 +7.3
MOTE VanEck Morningstar ESG Moat ETF 1.9 49 26 5.8 +1.5
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.9 42 33 6.8 +2.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 1.9 41 34 6.6 +2.3
BOUT Innovator IBD Breakout Opportunities ETF 1.9 81 -6 5.3 +1.0
QINT American Century Quality Diversified International ETF 1.8 39 36 7.8 +3.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.8 80 -5 5.6 +1.3
NUDV Nuveen ESG Dividend ETF 1.8 26 49 7.5 +3.2
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 50 6.0 +1.7
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 15 6.1 +1.8
AVIV Avantis International Large Cap Value ETF 1.8 25 50 8.5 +4.2
XHE SPDR S&P Health Care Equipment ETF 1.8 35 40 0.9 -3.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 23 6.2 +1.9
DFSI Dimensional International Sustainability Core 1 ETF 1.8 24 51 6.1 +1.8
FICS First Trust International Developed Capital Strength ETF 1.8 70 5 6.8 +2.5
SCHY Schwab International Dividend Equity ETF 1.8 14 61 8.2 +3.9
IQLT iShares Edge MSCI Intl Quality Factor ETF 1.8 30 45 5.7 +1.4
BKIS BNY Mellon Sustainable International Equity ETF 1.8 70 5 5.0 +0.7
DIVS SmartETFs Dividend Builder ETF 1.8 65 10 5.1 +0.8
CIRC JPMorgan Sustainable Consumption ETF 1.8 49 26 5.2 +0.9
VONV Vanguard Russell 1000 Value Index Fund 1.8 8 67 7.2 +2.9
CLRG IQ Chaikin U.S. Large Cap ETF 1.8 25 50 6.5 +2.2
IWD iShares Russell 1000 Value ETF 1.8 19 56 7.1 +2.8
DSI iShares MSCI KLD 400 Social ETF 1.7 25 50 5.5 +1.2
KOMP SPDR Kensho New Economies Composite ETF 1.7 20 55 -0.5 -4.8
EFV iShares MSCI EAFE Value ETF 1.7 35 40 8.3 +4.0
FNDF Schwab Fundamental International Large Co. Index ETF 1.7 25 50 8.3 +4.0
IEFA iShares Core MSCI EAFE ETF 1.7 7 68 6.5 +2.2
SSPY Syntax Stratified LargeCap ETF 1.7 30 45 7.0 +2.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.7 40 35 6.1 +1.8
VSGX Vanguard ESG International Stock ETF 1.6 12 63 4.0 -0.3
DWX SPDR S&P International Dividend ETF 1.6 45 30 6.8 +2.5
TOLL Tema Monopolies and Oligopolies ETF 1.6 75 0 3.8 -0.5
FBCV Fidelity Blue Chip Value ETF 1.6 59 16 7.1 +2.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.6 35 40 6.3 +2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 55 6.8 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 1.6 4 71 7.1 +2.8
IDEV iShares Core MSCI International Developed Markets ETF 1.6 4 71 6.6 +2.3
ACWX iShares MSCI ACWI ex U.S. ETF 1.5 32 43 6.6 +2.3
IQIN IQ 500 International ETF 1.5 25 50 7.9 +3.6
ILCV iShares Morningstar Value ETF 1.5 4 71 7.3 +3.0
VEA Vanguard FTSE Developed Markets ETF 1.5 5 70 6.7 +2.4
USMF WisdomTree U.S. Multifactor Fund 1.5 28 47 7.4 +3.1
FJP First Trust Japan AlphaDEX Fund 1.5 80 -5 9.3 +5.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 1.5 45 30 7.6 +3.3
IDLV Invesco S&P International Developed Low Volatility ETF 1.4 25 50 6.0 +1.7
CGXU Capital Group International Focus Equity ETF 1.4 54 21 4.1 -0.3
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 1.4 39 36 7.5 +3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 66 6.6 +2.3
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 55 6.6 +2.3
VEU Vanguard FTSE All-World ex-US Index Fund 1.4 8 67 4.8 +0.5
PWV Invesco Dynamic Large Cap Value ETF 1.4 58 17 9.0 +4.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 0 4.3 0.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.3 35 40 6.5 +2.2
ITAN Sparkline Intangible Value ETF 1.3 50 25 6.5 +2.2
NXTG First Trust Indxx NextG ETF 1.3 87 -12 5.5 +1.2
TRFM AAM Transformers ETF 1.3 49 26 1.4 -2.9
BFOR Barron's 400 ETF 1.3 65 10 8.0 +3.7
QDIV Global X S&P 500 Quality Dividend ETF 1.3 20 55 9.3 +5.0
MVPS Amplify Thematic All-Stars ETF 1.3 49 26 2.0 -2.3
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 66 6.5 +2.2
TPLC Timothy Plan US Large Cap Core ETF 1.3 52 23 6.1 +1.8
IXUS ishares Core MSCI Total International Stock ETF 1.2 7 68 6.8 +2.5
VXUS Vanguard Total International Stock ETF 1.2 7 68 4.9 +0.6
DFLV Dimensional US Large Cap Value ETF 1.2 22 53 8.6 +4.3
ETHO Etho Climate Leadership U.S. ETF 1.2 47 28 5.0 +0.7
ARKG ARK Genomic Revolution ETF 1.2 75 0 -12.5 -16.8
SIZE iShares MSCI USA Size Factor ETF 1.2 15 60 6.4 +2.1
GCOW Pacer Global High Dividend ETF 1.2 60 15 13.0 +8.7
RFDI First Trust Riverfront Dynamic Developed International ETF 1.2 83 -8 8.8 +4.5
FVD First Trust Value Line Dividend Index Fund 1.2 65 10 6.2 +1.9
FIDI Fidelity International High Dividend ETF 1.1 39 36 9.2 +4.9
AIEQ AI Powered Equity ETF 1.1 75 0 4.1 -0.2
IWR iShares Russell Midcap ETF 1.1 18 57 6.2 +1.9
XDAT Franklin Exponential Data ETF 1.1 50 25 3.2 -1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.1 45 30 1.1 -3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 1.1 39 36 7.2 +2.9
DFIC Dimensional International Core Equity 2 ETF 1.1 23 52 7.1 +2.8
BUL Pacer US Cash Cows Growth ETF 1.1 60 15 10.1 +5.8
BBJP JPMorgan BetaBuilders Japan ETF 1.1 19 56 6.3 +2.0
DFAI Dimensional International Core Equity Market ETF 1.1 18 57 6.6 +2.3
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 62 2.7 -1.6
DTEC ALPS Disruptive Technologies ETF 1.1 50 25 3.7 -0.6
JPIN JPMorgan Diversified Return International Equity ETF 1.1 37 38 8.2 +3.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 16 3.6 -0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.1 50 25 8.8 +4.5
VO Vanguard Mid-Cap Index Fund 1.1 4 71 6.4 +2.1
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 1.1 25 50 6.7 +2.4
CGRO CoreValues Alpha Greater China Growth ETF 1.0 75 0 3.0 -1.3
NTZG Nuveen Global Net Zero Transition ETF 1.0 55 20 5.1 +0.8
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 1.0 35 40 6.0 +1.7
VFMF Vanguard U.S. Multifactor ETF 1.0 18 57 9.1 +4.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.0 17 58 7.5 +3.2
FEZ SPDR EURO STOXX 50 ETF 1.0 29 46 6.0 +1.7
CIL VictoryShares International Volatility Weighted Index ETF 0.9 45 30 6.6 +2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 50 6.2 +1.9
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 36 7.6 +3.3
WLDR Affinity World Leaders Equity ETF 0.9 67 8 8.7 +4.4
DWAS Invesco DWA SmallCap Momentum ETF 0.9 60 15 1.1 -3.2
MOTI VanEck Morningstar International Moat ETF 0.9 58 17 6.9 +2.6
GAMR ETFMG Video Game Tech ETF 0.9 75 0 5.2 +0.9
SXUS Janus Henderson International Sustainable Equity ETF 0.9 60 15 4.2 -0.1
PID Invesco International Dividend Achievers ETF 0.9 56 19 7.5 +3.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 15 60 6.9 +2.6
FLJP Franklin FTSE Japan ETF 0.9 9 66 6.4 +2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 58 6.9 +2.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 60 6.9 +2.6
DIVB iShares Core Dividend 0.9 5 70 8.4 +4.1
DVY iShares Select Dividend ETF 0.9 38 37 9.4 +5.1
JPXN iShares JPX-Nikkei 400 ETF 0.9 48 27 6.8 +2.5
FLJH Franklin FTSE Japan Hedged ETF 0.9 9 66 6.5 +2.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 60 5.7 +1.4
NUDM Nuveen ESG International Developed Markets Equity ETF 0.9 31 44 6.2 +1.9
DFUV Dimensional US Marketwide Value ETF 0.8 22 53 8.2 +3.9
PRAY FIS Biblically Responsible Risk Managed ETF 0.8 69 6 6.1 +1.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 55 6.1 +1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 0.8 20 55 7.4 +3.1
BIBL Inspire ETF 0.8 35 40 5.4 +1.1
EWJ iShares MSCI Japan ETF 0.8 50 25 6.0 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 51 8.7 +4.4
STXV Strive 1000 Value ETF 0.8 18 57 8.5 +4.2
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 25 7.3 +3.0
FLEU Franklin FTSE Eurozone ETF 0.8 9 66 6.9 +2.6
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.8 47 28 6.2 +1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 60 8.3 +4.0
SCJ iShares MSCI Japan Small-Cap ETF 0.7 50 25 5.7 +1.4
EZU iShares MSCI Eurozone ETF 0.7 52 23 6.0 +1.7
PIZ Invesco DWA Developed Markets Momentum ETF 0.7 80 -5 5.5 +1.2
LGLV SPDR Russell 1000 Low Volatility ETF 0.7 12 63 5.6 +1.3
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 20 12.5 +8.2
RXI iShares Global Consumer Discretionary ETF 0.7 41 34 5.5 +1.2
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.7 39 36 5.1 +0.8
ESGN Columbia Sustainable International Equity Income ETF 0.7 45 30 8.2 +3.9
SMDY Syntax Stratified MidCap ETF 0.7 35 40 7.5 +3.2
GVLU Gotham 1000 Value ETF 0.7 50 25 9.1 +4.8
KLDW Gavekal Knowledge Leaders Developed World ETF 0.7 75 0 5.0 +0.7
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.7 45 30 6.2 +1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 51 8.5 +4.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 46 6.8 +2.5
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.7 15 60 6.8 +2.5
RYJ Invesco Raymond James SB-1 Equity ETF 0.6 81 -6 3.9 -0.4
DMXF iShares ESG Advanced MSCI EAFE ETF 0.6 12 63 5.5 +1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 63 12 2.7 -1.6
IWS iShares Russell Mid-Cap Value ETF 0.6 23 52 7.3 +3.0
REVS Columbia Research Enhanced Value ETF 0.6 19 56 8.1 +3.8
EQAL Invesco Russell 1000 Equal Weight ETF 0.6 20 55 6.9 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 16 6.1 +1.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.6 18 57 5.2 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 69 4.5 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 0.6 42 33 7.2 +2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.6 30 45 7.5 +3.2
VIDI Vident International Equity Fund 0.6 61 14 11.5 +7.2
IBUY Amplify Online Retail ETF 0.6 65 10 0.6 -3.7
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.5 47 28 -1.9 -6.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 63 7.9 +3.6
IPAC iShares Core MSCI Pacific ETF 0.5 9 66 6.1 +1.8
DXJ WisdomTree Japan Hedged Equity Fund 0.5 48 27 8.2 +3.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 40 7.9 +3.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 60 7.9 +3.6
VPL Vanguard FTSE Pacific ETF 0.5 8 67 6.4 +2.1
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -14 4.6 +0.3
YPS Arrow Reverse Cap 500 ETF 0.5 29 46 7.2 +2.9
WCEO Hypatia Women CEO ETF 0.5 85 -10 6.3 +2.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.5 25 50 9.3 +5.0
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 52 7.6 +3.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 65 7.8 +3.5
USVT US Value ETF 0.5 49 26 12.1 +7.8
SPMD SPDR Portfolio Mid Cap ETF 0.5 3 72 7.8 +3.5
IJH iShares Core S&P Mid-Cap ETF 0.5 5 70 7.8 +3.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 0.5 30 45 8.4 +4.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 55 8.3 +4.0
VFVA Vanguard U.S. Value Factor ETF 0.4 13 62 11.1 +6.8
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 71 6.3 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 71 6.3 +2.0
DFIV Dimensional International Value ETF 0.4 27 48 9.4 +5.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.4 60 15 7.2 +2.9
IDMO Invesco S&P International Developed Momentum ETF 0.4 25 50 7.0 +2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 50 12.1 +7.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 10 2.4 -1.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.4 36 39 6.7 +2.4
VBR Vanguard Small Cap Value Index Fund 0.4 7 68 9.1 +4.8
TPIF Timothy Plan International ETF 0.4 62 13 6.5 +2.2
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.4 47 28 9.7 +5.4
ISZE iShares Edge MSCI Intl Size Factor ETF 0.4 30 45 6.5 +2.2
COWZ Pacer US Cash Cows 100 ETF 0.4 49 26 11.4 +7.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 68 6.1 +1.8
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 16 8.9 +4.6
UIVM VictoryShares USAA MSCI International Value Momentum ETF 0.3 35 40 9.8 +5.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.3 60 15 7.4 +3.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 17 6.4 +2.1
FSMD Fidelity Small-Mid Factor ETF 0.3 29 46 7.9 +3.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 5 2.4 -1.9
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 71 6.8 +2.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.3 15 60 6.0 +1.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 69 8.3 +4.0
SFYX Sofi Next 500 ETF 0.3 0 75 6.1 +1.8
CIZ VictoryShares Developed Enhanced Volatility Weighted Index E 0.3 51 24 7.0 +2.7
FDT First Trust Developed Markets ex-US Alphadex Fund 0.3 80 -5 9.6 +5.3
VOOV Vanguard S&P 500 Value ETF 0.3 10 65 6.1 +1.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 71 6.1 +1.8
IVE iShares S&P 500 Value ETF 0.2 18 57 6.0 +1.7
JHID John Hancock International High Dividend ETF 0.2 46 29 11.0 +6.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.2 15 60 7.1 +2.8
IUSV iShares Core S&P U.S. Value ETF 0.2 4 71 6.3 +2.0
VB Vanguard Small-Cap ETF 0.2 5 70 5.8 +1.5
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.2 24 51 8.2 +3.9
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 10 9.1 +4.8
BLES Inspire Global Hope Large Cap ETF 0.2 61 14 6.4 +2.1
ICAP InfraCap Equity Income Fund ETF 0.2 171 -96 7.0 +2.7
FEUZ First Trust Eurozone AlphaDEX ETF 0.2 80 -5 7.4 +3.1
DIM WisdomTree International MidCap Dividend Fund 0.2 58 17 8.4 +4.1
SMMD iShares Russell 2500 ETF 0.2 15 60 6.4 +2.1
VXF Vanguard Extended Market Index Fund 0.2 6 69 4.0 -0.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 8 11.2 +6.9
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 36 6.0 +1.7
SNPV Xtrackers S&P ESG Value ETF 0.1 15 60 6.2 +1.9
IWC iShares Micro-Cap ETF 0.1 60 15 -5.4 -9.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 26 5.4 +1.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 36 9.3 +5.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 39 36 6.2 +1.9
SDY SPDR S&P Dividend ETF 0.1 35 40 6.9 +2.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.1 25 50 7.0 +2.7
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 50 5.6 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 59 16 8.0 +3.7
HEDJ WisdomTree Europe Hedged Equity Fund 0.1 58 17 9.1 +4.8
DFIS Dimensional International Small Cap ETF 0.0 39 36 6.6 +2.3
IWN iShares Russell 2000 Value ETF 0.0 24 51 6.2 +1.9
VTWV Vanguard Russell 2000 Value Index Fund 0.0 15 60 6.4 +2.1
TGRW T. Rowe Price Growth Stock ETF 0.0 52 23 5.2 +0.9
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 25 5.9 +1.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 18 5.1 +0.8
IWM iShares Russell 2000 ETF 0.0 19 56 3.9 -0.4
VTWO Vanguard Russell 2000 Index Fund 0.0 10 65 4.0 -0.3
DFAS Dimensional U.S. Small Cap ETF 0.0 26 49 6.4 +2.1
TEQI T. Rowe Price Equity Income ETF 0.0 54 21 4.8 +0.5
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 47 8.8 +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:		 Subversive Mental Health ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.2 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.46 CATEGORY
AVERAGE		 1.47
 
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.