Schwab US Dividend Equity ETF
ALTAR
Score™
9.8% info Recommen-
dation
SPECULATIVE
2025E    2026E
P/E
ratio
14.2x P/Sales
ratio
1.5x
P/BV
ratio
2.9x Div.
yield
3.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Schwab US Dividend Equity ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to track the performance of the Dow Jones Dividend 100 Index.

FUND BASICS
Category US Equities
Fund Sponsor Charles Schwab Investment Mana
Website www.schwabetfs.com
Inception date Oct 20, 2011
Assets (mns) $71,783
Currency USD
Expense ratio 6 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 103
Wgt avg mkt cap (mns) $124,725
Large cap (>$10bn) 94.2%
Mid cap ($2-10bn) 4.8%
Small cap (<$2bn) 1.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBVIE INC 4.5 %
CHEVRON CORP 4.4 %
HOME DEPOT INC 4.3 %
ALTRIA GROUP INC 4.3 %
PEPSICO INC 4.2 %
CONOCOPHILLIPS 4.1 %
MERCK & CO. INC. 4.0 %
CISCO SYSTEMS INC 3.9 %
VERIZON COMMUNICATIONS INC 3.9 %
LOCKHEED MARTIN CORP 3.7 %
Total 41.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.9 %
BRITAIN 1.6 %
BERMUDA 0.2 %
PUERTO RICO 0.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.1% 2.8% 11.8% 12.3% 12.6%

Market Correlations
versus... Beta R-squared
S&P500 0.78 60%
MSCI EAFE 0.66 49%
MSCI Emg. Mkts. 0.44 24%

Technical Indicators
Recent close $27.47
30d moving avg. $27.37
Annualized volatility 15.2%
Short interest (ETF) 0.1%
Short interest (Underlying) 2.2%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 15,346
Turnover 0.6%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $14,175

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 959 potential alternatives to the Schwab US Dividend Equity ETF ETF based on the alternatives' overlap in portfolio holdings with SCHD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SCHD Expense: 6 bp ALTAR Score™: 9.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SCHD
Ticker Fund
Name
Overlap1
vs SCHD
(%)
Expense
ratio
(bp)
Savings
vs SCHD
(bp)
ALTAR
Score™
(%)
ALTAR
vs SCHD
(%)
HDV iShares Core High Dividend ETF 44.2 8 -2 7.3 -2.5
FDL First Trust Morningstar Dividend Leaders Index Fund 42.6 45 -39 10.5 +0.8
DHS WisdomTree U.S. High Dividend Fund 33.1 38 -32 8.1 -1.7
DURA VanEck Durable High Dividend ETF 32.9 29 -23 8.6 -1.2
TBG TBG Dividend Focus ETF 31.3 59 -53 7.9 -1.9
COWZ Pacer US Cash Cows 100 ETF 30.4 49 -43 9.5 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 30.1 20 -14 8.8 -1.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 29.2 27 -21 7.0 -2.7
SPDV AAM S&P 500 High Dividend Value ETF 28.4 29 -23 10.5 +0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 27.8 7 -1 7.4 -2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 27.5 29 -23 6.5 -3.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 27.2 5 1 7.9 -1.8
SDOG ALPS Sector Dividend Dogs ETF 27.1 36 -30 9.4 -0.4
DVY iShares Select Dividend ETF 26.4 38 -32 9.1 -0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 25.9 56 -50 6.1 -3.7
ONEY SPDR Russell 1000 Yield Focus ETF 25.8 20 -14 9.6 -0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 25.3 30 -24 9.0 -0.8
EQIN Columbia US Equity Income ETF 24.6 35 -29 6.8 -2.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 24.3 35 -29 7.8 -2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 24.2 38 -32 7.8 -2.0
USCF Themes US Cash Flow Champions ETF 23.6 29 -23 8.6 -1.2
AVIE Avantis  Inflation Focused Equity ETF 22.7 25 -19 7.3 -2.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 22.7 7 -1 9.9 +0.1
JHDV John Hancock U.S. High Dividend ETF 22.7 34 -28 6.5 -3.2
EDOW First Trust Dow 30 Equal Weight ETF 22.6 50 -44 5.4 -4.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 22.5 50 -44 8.1 -1.7
DIVB iShares Core Dividend ETF 22.4 5 1 8.1 -1.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 22.1 80 -74 6.7 -3.1
LGCF Themes US Cash Flow Champions ETF 21.9 30 -24 8.2 -1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 21.7 48 -42 6.0 -3.7
GCOW Pacer Global Cash Cows Dividend ETF 21.4 60 -54 11.0 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 21.1 58 -52 7.4 -2.3
SDY SPDR S&P Dividend ETF 21.1 35 -29 6.7 -3.1
UDI USCF Dividend Income Fund 20.9 65 -59 8.1 -1.7
WBIY WBI Power Factor High Dividend ETF 20.4 100 -94 14.8 +5.0
VALQ American Century U.S. Quality Value ETF 20.1 29 -23 7.7 -2.1
NUDV Nuveen ESG Dividend ETF 19.8 26 -20 7.6 -2.1
DIVL Madison Dividend Value ETF 19.7 65 -59 5.8 -3.9
FENY Fidelity MSCI Energy Index ETF 19.5 8 -2 9.0 -0.8
VDE Vanguard Energy ETF 19.5 9 -3 8.8 -0.9
VYM Vanguard High Dividend Yield Index ETF 19.4 6 0 7.0 -2.8
IGE iShares North American Natural Resources ETF 19.4 41 -35 7.4 -2.4
IYE iShares U.S. Energy ETF 19.3 40 -34 8.9 -0.9
VSDA VictoryShares Dividend Accelerator ETF 19.1 35 -29 7.1 -2.7
VFLO VictoryShares Free Cash Flow ETF 19.0 39 -33 10.4 +0.6
EMOT First Trust S&P 500 Economic Moat ETF 19.0 60 -54 7.9 -1.9
BGIG Bahl & Gaynor Income Growth ETF 18.9 45 -39 5.2 -4.6
XLP Consumer Staples Select Sector SPDR Fund 18.7 8 -2 6.1 -3.7
DLN WisdomTree U.S. LargeCap Dividend Fund 18.6 28 -22 5.9 -3.9
RSPG Invesco S&P 500 Equal Weight Energy ETF 18.6 40 -34 10.7 +0.9
XLE Energy Select Sector SPDR Fund 18.6 8 -2 9.0 -0.8
NULV Nuveen ESG Large-Cap Value ETF 18.6 26 -20 6.3 -3.4
PWV Invesco Large Cap Value ETF 18.5 55 -49 7.0 -2.8
DGRO iShares Core Dividend Growth ETF 18.4 8 -2 6.5 -3.3
FTA First Trust Large Cap Value AlphaDEX Fund 18.3 59 -53 8.9 -0.8
GINX SGI Enhanced Global Income ETF 18.2 98 -92 7.0 -2.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 18.1 25 -19 11.0 +1.2
REVS Columbia Research Enhanced Value ETF 18.0 19 -13 7.6 -2.2
STXV Strive 1000 Value ETF 18.0 18 -12 8.0 -1.8
DIVG Invesco S&P 500 High Dividend Growers ETF 18.0 39 -33 8.4 -1.3
IXC iShares Global Energy ETF 17.9 44 -38 10.1 +0.3
DTD WisdomTree U.S. Total Dividend Fund 17.9 28 -22 6.3 -3.5
FTXN First Trust Nasdaq Oil & Gas ETF 17.7 60 -54 12.4 +2.6
VDC Vanguard Consumer Staples ETF 17.7 9 -3 5.8 -4.0
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 17.7 8 -2 5.8 -4.0
SHRY First Trust Bloomberg Shareholder Yield ETF 17.6 60 -54 8.1 -1.7
PY Principal Value ETF 17.5 15 -9 7.2 -2.5
PEY Invesco High Yield Equity Dividend Achievers ETF 17.5 52 -46 10.3 +0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 17.5 15 -9 7.6 -2.2
RAFE PIMCO RAFI ESG U.S. ETF 17.3 29 -23 7.0 -2.8
SNPV Xtrackers S&P 500 Value ESG ETF 17.3 15 -9 6.7 -3.1
IYK iShares U.S. Consumer Staples ETF 17.2 40 -34 6.5 -3.3
DIVZ TrueShares Low Volatility Equity Income ETF 17.1 65 -59 6.6 -3.2
PRXV Praxis Impact Large Cap Value ETF 17.0 36 -30 6.5 -3.3
MGV Vanguard Mega Cap Value ETF 17.0 7 -1 6.6 -3.2
SPVU Invesco S&P 500 Enhanced Value ETF 16.8 13 -7 10.0 +0.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 16.7 15 -9 5.6 -4.2
FXN First Trust Energy AlphaDEX Fund 16.6 62 -56 13.9 +4.1
FUNL CornerCap Fundametrics Large-Cap ETF 16.4 50 -44 7.2 -2.6
DUHP Dimensional US High Profitability ETF 16.3 21 -15 6.3 -3.4
DIVY Sound Equity Dividend Income ETF 16.2 45 -39 9.7 -0.1
NANR SPDR S&P North American Natural Resources ETF 16.2 35 -29 7.7 -2.1
DIVS SmartETFs Dividend Builder ETF 16.1 65 -59 5.0 -4.7
FDRR Fidelity Dividend ETF for Rising Rates 16.0 15 -9 7.0 -2.8
FDVV Fidelity High Dividend ETF 15.5 15 -9 7.5 -2.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 15.5 60 -54 10.7 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 15.5 75 -69 5.4 -4.4
EQRR ProShares Equities for Rising Rates ETF 15.4 35 -29 8.1 -1.7
EQWL Invesco S&P 100 Equal Weight ETF 15.4 25 -19 6.2 -3.6
SCHV Schwab U.S. Large-Cap Value ETF 15.3 4 2 6.7 -3.1
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 15.3 40 -34 7.2 -2.6
VLUE iShares MSCI USA Value Factor ETF 15.2 15 -9 9.4 -0.3
SMRI Bushido Capital US Equity ETF 15.1 71 -65 9.5 -0.3
KXI iShares Global Consumer Staples ETF 15.1 41 -35 5.6 -4.2
VTV Vanguard Value ETF 15.1 4 2 6.8 -3.0
INCE Franklin Income Equity Focus ETF 15.0 29 -23 5.6 -4.2
MEDX Horizon Kinetics Medical ETF 15.0 85 -79 1.9 -7.8
PJP Invesco Pharmaceuticals ETF 14.8 57 -51 7.9 -1.9
TPHD Timothy Plan High Dividend Stock ETF 14.7 52 -46 7.1 -2.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 14.7 54 -48 7.1 -2.7
FILL iShares MSCI Global Energy Producers ETF 14.6 39 -33 11.5 +1.8
DGRW WisdomTree US Quality Dividend Growth Fund 14.6 28 -22 5.4 -4.4
AUSF Global X Adaptive U.S. Factor ETF 14.6 27 -21 8.8 -1.0
DRLL Strive U.S. Energy ETF 14.5 41 -35 9.9 +0.1
AVMV Avantis U.S. Mid Cap Value ETF 14.4 20 -14 8.7 -1.1
MAGA Point Bridge America First ETF 14.4 72 -66 5.8 -4.0
FTDS First Trust Dividend Strength ETF 14.3 70 -64 7.7 -2.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 14.3 29 -23 6.3 -3.5
DVND Touchstone Dividend Select ETF 14.3 67 -61 5.5 -4.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.2 29 -23 6.4 -3.4
DSTL Distillate US Fundamental Stability & Value ETF 14.1 39 -33 8.2 -1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 14.0 35 -29 6.1 -3.6
EVUS iShares ESG Aware MSCI USA Value ETF 13.8 18 -12 6.5 -3.3
ILCV iShares Morningstar Value ETF 13.8 4 2 6.4 -3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 13.6 60 -54 3.9 -5.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13.6 19 -13 6.3 -3.5
DIA SPDR Dow Jones Industrial Average ETF Trust 13.6 16 -10 5.4 -4.3
FTCS First Trust Capital Strength ETF 13.5 55 -49 5.9 -3.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.5 60 -54 7.6 -2.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 13.5 49 -43 5.8 -4.0
AVLV Avantis U.S. Large Cap Value ETF 13.5 15 -9 7.7 -2.0
DEW WisdomTree Global High Dividend Fund 13.4 58 -52 8.3 -1.5
TTAC FCF US Quality ETF 13.4 59 -53 6.3 -3.4
XLV Health Care Select Sector SPDR Fund 13.3 8 -2 7.8 -2.0
DFLV Dimensional US Large Cap Value ETF 13.3 22 -16 7.7 -2.0
HDUS Hartford Disciplined US Equity ETF 13.3 19 -13 5.6 -4.1
PFM Invesco Dividend Achievers ETF 13.3 53 -47 5.2 -4.6
ROUS Hartford Multifactor US Equity ETF 13.3 19 -13 7.0 -2.8
FNDX Schwab Fundamental US Large Co. Index ETF 13.2 25 -19 7.1 -2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 13.2 15 -9 6.6 -3.2
IYH iShares U.S. Healthcare ETF 13.1 40 -34 7.1 -2.7
FDLO Fidelity Low Volatility Factor ETF 13.1 15 -9 5.3 -4.4
SPHQ Invesco S&P 500 Quality ETF 13.0 15 -9 5.5 -4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 13.0 35 -29 5.9 -3.9
DFVX Dimensional US Large Cap Vector ETF 12.9 22 -16 6.2 -3.6
HAPI Harbor Human Capital Factor US Large Cap ETF 12.8 36 -30 4.8 -5.0
VOOV Vanguard S&P 500 Value ETF 12.8 7 -1 6.3 -3.5
IVE iShares S&P 500 Value ETF 12.8 18 -12 6.2 -3.6
SPYV SPDR Portfolio S&P 500 Value ETF 12.8 4 2 6.3 -3.5
IUS Invesco RAFI Strategic US ETF 12.8 19 -13 6.8 -2.9
CCMG CCM Global Equity ETF 12.7 34 -28 8.3 -1.4
XOP SPDR S&P Oil & Gas Exploration & Production ETF 12.7 35 -29 14.6 +4.8
JVAL JPMorgan U.S. Value Factor ETF 12.7 12 -6 8.0 -1.7
IUSV iShares Core S&P US Value ETF 12.6 4 2 6.4 -3.3
FNDB Schwab Fundamental US Broad Market Index ETF 12.4 25 -19 7.1 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 12.4 67 -61 9.9 +0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 12.4 14 -8 5.3 -4.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 12.3 15 -9 8.9 -0.9
AGQI First Trust Active Global Quality Income ETF 12.2 85 -79 4.8 -5.0
VHT Vanguard Health Care ETF 12.2 9 -3 6.2 -3.6
QDEF FlexShares Quality Dividend Defensive Index Fund 12.2 37 -31 6.0 -3.8
PPH VanEck Pharmaceutical ETF 12.2 36 -30 8.8 -1.0
THNR Amplify Weight Loss Drug & Treatment ETF 12.2 59 -53 6.7 -3.1
VLU SPDR S&P 1500 Value Tilt ETF 12.1 12 -6 7.4 -2.4
FLRG Fidelity U.S. Multifactor ETF 11.9 15 -9 6.9 -2.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.9 18 -12 5.9 -3.9
VFVA Vanguard U.S. Value Factor ETF 11.9 13 -7 10.8 +1.1
FHLC Fidelity MSCI Health Care Index ETF 11.9 8 -2 6.4 -3.3
QDF FlexShares Quality Dividend Index Fund 11.8 37 -31 6.1 -3.6
IMCV iShares Morningstar Mid-Cap Value ETF 11.8 6 0 8.1 -1.6
PRF Invesco FTSE RAFI US 1000 ETF 11.8 39 -33 6.7 -3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 11.7 70 -64 4.8 -4.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 11.7 18 -12 7.7 -2.1
VIG Vanguard Dividend Appreciation ETF 11.6 5 1 5.5 -4.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 11.5 39 -33 11.4 +1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 11.5 49 -43 9.4 -0.4
DFUV Dimensional US Marketwide Value ETF 11.5 22 -16 7.5 -2.3
KRMA Global X Conscious Companies ETF 11.5 43 -37 5.8 -4.0
SPMV Invesco S&P 500 Minimum Variance ETF 11.4 10 -4 5.3 -4.4
JQUA JPMorgan U.S. Quality Factor ETF 11.2 12 -6 5.8 -3.9
FTXG First Trust Nasdaq Food & Beverage ETF 11.2 60 -54 7.6 -2.2
ICAP InfraCap Equity Income Fund ETF 11.2 171 -165 6.1 -3.7
MBOX Freedom Day Dividend ETF 11.2 39 -33 7.3 -2.4
CZAR Themes Natural Monopoly ETF 11.1 35 -29 5.7 -4.1
VFMV Vanguard U.S. Minimum Volatility ETF 11.1 13 -7 5.7 -4.1
FLV American Century Focused Large Cap Value ETF 11.1 42 -36 6.6 -3.2
HKND Humankind US Stock ETF 11.0 11 -5 7.1 -2.6
LYLD Cambria Large Cap Shareholder Yield ETF 10.9 59 -53 9.5 -0.3
IWX iShares Russell Top 200 Value ETF 10.9 20 -14 6.2 -3.6
RWL Invesco S&P 500 Revenue ETF 10.9 39 -33 6.8 -3.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.9 20 -14 7.7 -2.1
AGNG Global X Aging Population ETF 10.9 50 -44 4.9 -4.9
EPS WisdomTree U.S. LargeCap Fund 10.8 8 -2 5.6 -4.2
ACVF American Conservative Values ETF 10.8 75 -69 4.3 -5.4
IXJ iShares Global Healthcare ETF 10.8 42 -36 7.3 -2.5
STXD Strive 1000 Dividend Growth ETF 10.7 35 -29 4.7 -5.0
JAVA JPMorgan Active Value ETF 10.7 44 -38 6.4 -3.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 10.7 60 -54 9.4 -0.4
FEX First Trust Large Cap Core AlphaDEX Fund 10.6 59 -53 5.8 -3.9
VOE Vanguard Mid-Cap Value ETF 10.6 7 -1 7.6 -2.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 10.6 40 -34 12.6 +2.8
GVUS Marketbeta Russell 1000 Value Equity ETF 10.6 12 -6 6.5 -3.3
FQAL Fidelity Quality Factor ETF 10.6 15 -9 5.6 -4.2
VFQY Vanguard U.S. Quality Factor ETF 10.6 13 -7 6.4 -3.4
QUVU Hartford Quality Value ETF 10.5 46 -40 7.2 -2.5
FVAL Fidelity Value Factor ETF 10.5 15 -9 6.8 -3.0
TMDV ProShares Russell US Dividend Growers ETF 10.5 35 -29 6.5 -3.3
VSLU Applied Finance Valuation Large Cap ETF 10.5 49 -43 5.5 -4.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 10.5 30 -24 8.3 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 10.4 15 -9 5.3 -4.5
SSPY Syntax Stratified LargeCap ETF 10.4 30 -24 6.7 -3.1
AFLG First Trust Active Factor Large Cap ETF 10.3 55 -49 6.3 -3.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 10.3 65 -59 6.4 -3.4
HRTS Tema Heart & Health ETF 10.2 75 -69 1.3 -8.4
XMAG Defiance Large Cap ex-Mag 7 ETF 10.1 35 -29 5.1 -4.7
FTWO Strive FAANG 2.0 ETF 10.1 49 -43 4.2 -5.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 10.0 19 -13 5.3 -4.5
PXI Invesco Dorsey Wright Energy Momentum ETF 10.0 60 -54 7.0 -2.8
OALC OneAscent Large Cap Core ETF 10.0 86 -80 4.0 -5.7
MVAL VanEck Morningstar Wide Moat Value ETF 9.9 49 -43 6.6 -3.2
QUS SPDR MSCI USA StrategicFactors ETF 9.9 15 -9 5.7 -4.1
FVD First Trust Value Line Dividend Index Fund 9.9 65 -59 6.3 -3.5
USMV iShares MSCI USA Min Vol Factor ETF 9.8 15 -9 5.9 -3.9
WTV WisdomTree US Value Fund of Benef Interest 9.7 12 -6 8.9 -0.9
IWD iShares Russell 1000 Value ETF 9.7 19 -13 6.4 -3.4
ZECP Zacks Earnings Consistent Portfolio ETF 9.7 55 -49 4.8 -4.9
VONV Vanguard Russell 1000 Value ETF 9.6 7 -1 6.5 -3.3
QLV FlexShares US Quality Low Volatility Index Fund 9.6 22 -16 5.6 -4.2
CANC Tema Oncology ETF 9.6 75 -69 -2.8 -12.5
DSI iShares MSCI KLD 400 Social ETF 9.5 25 -19 4.8 -5.0
SPXT ProShares S&P 500 Ex-Technology ETF 9.4 9 -3 5.5 -4.3
GNR SPDR S&P Global Natural Resources ETF 9.4 40 -34 10.9 +1.1
CFA VictoryShares US 500 Volatility Wtd ETF 9.4 35 -29 5.9 -3.8
VFMF Vanguard U.S. Multifactor ETF 9.4 18 -12 7.9 -1.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.3 40 -34 5.9 -3.9
ITAN Sparkline Intangible Value ETF 9.3 50 -44 6.5 -3.3
MOTE VanEck Morningstar ESG Moat ETF 9.3 49 -43 6.1 -3.7
GQI Natixis Gateway Quality Income ETF 9.3 34 -28 5.1 -4.7
FCPI Fidelity Stocks for Inflation ETF 9.2 15 -9 7.5 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.2 20 -14 5.0 -4.8
DEUS Xtrackers Russell US Multifactor ETF 9.2 17 -11 7.1 -2.7
FELV Fidelity Enhanced Large Cap Value ETF 9.2 18 -12 6.7 -3.1
QLC FlexShares US Quality Large Cap Index Fund 9.2 25 -19 5.3 -4.5
CRTC Xtrackers US National Critical Technologies ETF 9.2 35 -29 4.7 -5.1
ULVM VictoryShares US Value Momentum ETF 9.0 20 -14 7.3 -2.5
AVMC Avantis U.S. Mid Cap Equity ETF 9.0 18 -12 6.9 -2.9
EBI Longview Advantage ETF 9.0 35 -29 6.5 -3.3
QVAL Alpha Architect US Quantitative Value ETF 9.0 39 -33 9.6 -0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.0 60 -54 4.6 -5.1
DFNV Donoghue Forlines Innovation ETF 8.9 69 -63 4.5 -5.3
JEPI JPMorgan Equity Premium Income ETF 8.9 35 -29 5.7 -4.1
AVUS Avantis U.S. Equity ETF 8.8 15 -9 5.7 -4.1
FXG First Trust Consumer Staples AlphaDEX Fund 8.8 63 -57 8.6 -1.2
HAP VanEck Natural Resources ETF 8.8 50 -44 9.3 -0.5
LVOL American Century Low Volatility ETF 8.8 29 -23 4.9 -4.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.8 25 -19 5.5 -4.3
SPLV Invesco S&P 500 Low Volatility ETF 8.8 25 -19 5.4 -4.4
RECS Columbia Research Enhanced Core ETF 8.8 15 -9 5.7 -4.1
YOKE Yoke Core ETF 8.7 42 -36 4.3 -5.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 8.7 7 -1 5.0 -4.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.7 15 -9 7.6 -2.2
POWA Invesco Bloomberg Pricing Power ETF 8.7 40 -34 5.4 -4.4
BRIF FIS Bright Portfolios Focused Equity ETF 8.6 65 -59 4.8 -5.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.5 10 -4 4.9 -4.8
DXUV Dimensional US Vector Equity ETF 8.5 28 -22 6.2 -3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.5 9 -3 6.1 -3.7
USMF WisdomTree U.S. Multifactor Fund 8.4 28 -22 7.0 -2.8
DSPY Tema S&P 500 Historical Weight ETF 8.4 18 -12 5.1 -4.7
SURE AdvisorShares Insiders Advantage ETF 8.4 90 -84 9.5 -0.2
FCG First Trust Natural Gas ETF 8.3 60 -54 20.0 +10.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.3 12 -6 5.8 -4.0
MODL VictoryShares WestEnd U.S. Sector ETF 8.3 42 -36 4.5 -5.3
ABFL Abacus FCF Leaders ETF 8.2 59 -53 5.2 -4.6
RPV Invesco S&P 500 Pure Value ETF 8.2 35 -29 10.4 +0.6
RSP Invesco S&P 500 Equal Weight ETF 8.2 20 -14 6.6 -3.2
JHML John Hancock Multifactor Large Cap ETF 8.2 29 -23 5.3 -4.5
SNPE Xtrackers S&P 500 ESG ETF 8.1 10 -4 5.1 -4.7
GVLU Gotham 1000 Value ETF 8.1 50 -44 8.9 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 8.1 18 -12 5.1 -4.7
LRGF iShares U.S. Equity Factor ETF 8.1 8 -2 5.4 -4.4
PTL Inspire 500 ETF 8.1 9 -3 5.2 -4.6
SPXN ProShares S&P 500 Ex-Financials ETF 8.1 9 -3 4.8 -4.9
GDOC Goldman Sachs Future Health Care Equity ETF 8.0 75 -69 2.8 -6.9
NULC Nuveen ESG Large-Cap ETF 8.0 21 -15 4.7 -5.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 8.0 8 -2 4.9 -4.9
SIZE iShares MSCI USA Size Factor ETF 8.0 15 -9 6.1 -3.7
YALL God Bless America ETF 8.0 65 -59 3.6 -6.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 8.0 32 -26 4.9 -4.9
EUSA iShares MSCI USA Equal Weighted ETF 7.9 9 -3 6.1 -3.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 7.9 46 -40 9.8 -0.0
AVSU Avantis Responsible U.S. Equity ETF 7.9 15 -9 5.9 -3.9
IYZ iShares U.S. Telecommunications ETF 7.8 40 -34 5.9 -3.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.8 49 -43 4.6 -5.2
HLGE Hartford Longevity Economy ETF 7.8 44 -38 -0.4 -10.1
GSPY Gotham Enhanced 500 ETF 7.8 50 -44 5.2 -4.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.8 7 -1 4.7 -5.0
DCOR Dimensional US Core Equity 1 ETF 7.8 14 -8 5.3 -4.4
ACSI American Customer Satisfaction ETF 7.8 65 -59 4.7 -5.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.7 25 -19 5.6 -4.2
IHE iShares U.S. Pharmaceuticals ETF 7.7 40 -34 8.7 -1.0
ABOT Abacus FCF Innovation Leaders ETF 7.7 69 -63 4.6 -5.2
MOAT VanEck Morningstar Wide Moat ETF 7.7 46 -40 5.8 -4.0
DFAC Dimensional U.S. Core Equity 2 ETF 7.7 17 -11 5.5 -4.3
EQAL Invesco Russell 1000 Equal Weight ETF 7.7 20 -14 6.8 -3.0
BKWO BNY Mellon Women's Opportunities ETF 7.6 50 -44 3.6 -6.1
BKLC BNY Mellon US Large Cap Core Equity ETF 7.6 0 6 4.8 -4.9
OEF iShares S&P 100 ETF 7.6 20 -14 4.4 -5.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7.6 10 -4 5.1 -4.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.6 24 -18 8.1 -1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.6 2 4 4.9 -4.9
FBCV Fidelity Blue Chip Value ETF 7.6 59 -53 7.3 -2.4
ECML Euclidean Fundamental Value ETF 7.6 95 -89 11.2 +1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 7.5 50 -44 5.3 -4.5
VOTE TCW Transform 500 ETF 7.5 5 1 4.8 -5.0
COWS Amplify Cash Flow Dividend Leaders ETF 7.5 0 6 11.9 +2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.5 11 -5 4.8 -4.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.4 52 -46 5.6 -4.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.4 58 -52 5.5 -4.2
EIPX FT Energy Income Partners Strategy ETF 7.4 95 -89 7.5 -2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 7.3 11 -5 5.1 -4.7
MBCC Monarch Blue Chips Core ETF 7.3 125 -119 4.1 -5.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 7.3 75 -69 4.0 -5.8
SUSL iShares ESG MSCI USA Leaders ETF 7.3 10 -4 4.9 -4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.2 45 -39 4.4 -5.4
HAPY Harbor Human Capital Factor Unconstrained ETF 7.2 50 -44 5.6 -4.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.2 9 -3 5.1 -4.6
TXS Texas Capital Texas Equity Index ETF 7.2 49 -43 5.6 -4.2
IWS iShares Russell Mid-Cap Value ETF 7.2 23 -17 6.8 -3.0
NVIR Horizon Kinetics Energy and Remediation ETF 7.1 85 -79 6.8 -3.0
IMCB iShares Morningstar Mid-Cap ETF 7.1 4 2 6.1 -3.7
KNCT Invesco Next Gen Connectivity ETF 7.1 40 -34 4.7 -5.1
SUSA iShares MSCI USA ESG Select ETF 7.1 25 -19 4.7 -5.1
QLTY GMO U.S. Quality ETF 7.1 50 -44 4.6 -5.1
SPVM Invesco S&P 500 Value with Momentum ETF 7.1 39 -33 7.5 -2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 7.1 20 -14 7.0 -2.8
DFAU Dimensional US Core Equity Market ETF 7.1 12 -6 5.0 -4.8
SHE SPDR MSCI USA Gender Diversity ETF 7.0 20 -14 5.0 -4.7
DON WisdomTree U.S. MidCap Dividend Fund 7.0 38 -32 8.9 -0.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.0 60 -54 9.2 -0.6
ACWV iShares MSCI Global Min Vol Factor ETF 7.0 20 -14 6.2 -3.6
GOP Unusual Whales Subversive Republican Trading ETF 7.0 50 -44 5.5 -4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 6.9 15 -9 4.9 -4.9
VEGN US Vegan Climate ETF 6.9 60 -54 4.4 -5.4
KLMN Invesco MSCI North America Climate ETF 6.9 9 -3 4.9 -4.9
XLG Invesco S&P 500 Top 50 ETF 6.9 20 -14 4.0 -5.7
VOO Vanguard S&P 500 ETF 6.9 3 3 4.9 -4.9
IVV iShares Core S&P 500 ETF 6.9 3 3 4.9 -4.9
SPLG SPDR Portfolio S&P 500 ETF 6.9 2 4 4.9 -4.9
SPY SPDR S&P 500 ETF Trust 6.9 9 -3 4.8 -4.9
NACP Impact Shares NAACP Minority Empowerment ETF 6.8 49 -43 4.7 -5.1
VO Vanguard Mid-Cap ETF 6.8 4 2 5.7 -4.0
CHGX AXS Change Finance ESG ETF 6.8 49 -43 4.8 -5.0
QWLD SPDR MSCI World StrategicFactors ETF 6.8 30 -24 5.9 -3.9
PKW Invesco Buyback Achievers ETF 6.8 62 -56 7.2 -2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.7 3 3 5.1 -4.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.7 14 -8 4.8 -4.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.7 52 -46 6.3 -3.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.7 38 -32 6.3 -3.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.7 40 -34 8.3 -1.4
PBUS Invesco MSCI USA ETF 6.7 4 2 4.8 -5.0
SYLD Cambria Shareholder Yield ETF 6.7 59 -53 11.7 +2.0
IWL iShares Russell Top 200 ETF 6.7 15 -9 4.6 -5.2
ROE Astoria US Quality Kings ETF 6.7 49 -43 6.5 -3.3
VV Vanguard Large-Cap ETF 6.7 4 2 4.8 -5.0
ILCB iShares Morningstar U.S. Equity ETF 6.7 3 3 4.8 -5.0
MGC Vanguard Mega Cap ETF 6.7 7 -1 4.6 -5.2
IEDI iShares U.S. Consumer Focused ETF 6.7 18 -12 5.3 -4.4
IYC iShares U.S. Consumer Discretionary ETF 6.7 40 -34 3.7 -6.1
FXO First Trust Financials AlphaDEX Fund 6.7 62 -56 8.1 -1.6
SCHX Schwab U.S. Large-Cap ETF 6.7 3 3 4.9 -4.9
STRV Strive 500 ETF 6.6 5 1 4.8 -5.0
XTL SPDR S&P Telecom ETF 6.6 35 -29 2.1 -7.7
BGDV Bahl & Gaynor Dividend ETF 6.6 45 -39 4.7 -5.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.6 25 -19 5.9 -3.9
DFUS Dimensional U.S. Equity ETF 6.6 9 -3 4.7 -5.0
IWB iShares Russell 1000 ETF 6.6 15 -9 4.8 -5.0
DFSU Dimensional US Sustainability Core 1 ETF 6.6 18 -12 5.3 -4.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 6.6 8 -2 4.3 -5.5
IYY iShares Dow Jones U.S. ETF 6.6 20 -14 4.7 -5.0
VONE Vanguard Russell 1000 ETF 6.6 7 -1 4.9 -4.9
SCHK Schwab 1000 Index ETF 6.5 5 1 4.9 -4.8
RTH VanEck Retail ETF 6.5 35 -29 5.4 -4.4
XPH SPDR S&P Pharmaceuticals ETF 6.5 35 -29 6.3 -3.5
TOV JLens 500 Jewish Advocacy U.S. ETF 6.5 18 -12 4.6 -5.2
APUE ActivePassive U.S. Equity ETF 6.5 45 -39 4.6 -5.2
BEEZ Honeytree U.S. Equity ETF 6.5 64 -58 3.8 -6.0
FSCS First Trust SMID Capital Strength ETF 6.4 60 -54 7.1 -2.7
SCHB Schwab U.S. Broad Market ETF 6.4 3 3 4.9 -4.8
IWV iShares Russell 3000 ETF 6.4 20 -14 4.7 -5.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.4 3 3 4.8 -4.9
SIXL ETC 6 Meridian Low Beta Equity ETF 6.4 80 -74 6.2 -3.6
VTHR Vanguard Russell 3000 ETF 6.4 7 -1 4.8 -5.0
XLY Consumer Discretionary Select Sector SPDR Fund 6.3 8 -2 4.5 -5.2
DGT SPDR Global Dow ETF 6.3 50 -44 6.9 -2.9
YLDE ClearBridge Dividend Strategy ESG ETF 6.3 60 -54 5.7 -4.1
VCR Vanguard Consumer Discretionary ETF 6.3 9 -3 4.3 -5.5
ESGU iShares ESG Aware MSCI USA ETF 6.3 15 -9 4.7 -5.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.3 15 -9 4.6 -5.2
VTI Vanguard Total Stock Market ETF 6.3 3 3 4.8 -4.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 6.3 79 -73 4.4 -5.3
SGLC SGI U.S. Large Cap Core ETF 6.2 85 -79 3.9 -5.8
RVRB Reverb ETF 6.1 30 -24 4.5 -5.3
JHMM John Hancock Multifactor Mid Cap ETF 6.1 42 -36 6.4 -3.4
IWR iShares Russell Midcap ETF 6.1 19 -13 5.8 -4.0
XVV iShares ESG Screened S&P 500 ETF 6.1 8 -2 4.7 -5.0
CGDG Capital Group Dividend Growers ETF 6.1 47 -41 6.2 -3.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.1 20 -14 4.6 -5.1
WLDR Affinity World Leaders Equity ETF 6.1 67 -61 7.4 -2.4
ISCV iShares Morningstar Small Cap Value ETF 6.1 6 0 9.3 -0.5
PXE Invesco Energy Exploration & Production ETF 6.1 60 -54 15.9 +6.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.0 40 -34 3.7 -6.1
WRND IQ Global Equity R&D Leaders ETF 6.0 18 -12 8.0 -1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 6.0 9 -3 4.6 -5.2
HLAL Wahed FTSE USA Shariah ETF 6.0 50 -44 4.6 -5.1
SPXE ProShares S&P 500 Ex-Energy ETF 6.0 9 -3 4.7 -5.0
MAVF Matrix Advisors Value ETF 6.0 75 -69 5.6 -4.2
XLI Industrial Select Sector SPDR Fund 6.0 8 -2 4.4 -5.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 5.9 12 -6 4.4 -5.3
QTOP iShares Nasdaq Top 30 Stocks ETF 5.9 20 -14 4.0 -5.7
QUAL iShares MSCI USA Quality Factor ETF 5.9 15 -9 5.4 -4.4
ESGV Vanguard ESG U.S. Stock ETF 5.9 9 -3 4.6 -5.1
CATH Global X S&P 500 Catholic Values Custom ETF 5.9 29 -23 4.6 -5.2
BMED Future Health ETF 5.9 85 -79 0.5 -9.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.9 35 -29 4.2 -5.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.8 20 -14 6.5 -3.3
ABEQ Absolute Select Value ETF 5.8 85 -79 4.7 -5.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.8 58 -52 4.2 -5.6
KOKU Xtrackers MSCI Kokusai Equity ETF 5.8 9 -3 5.2 -4.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 5.8 25 -19 5.3 -4.5
DIV Global X SuperDividend US ETF 5.7 45 -39 11.9 +2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.7 9 -3 4.8 -5.0
JPEF JPMorgan Equity Focus ETF 5.6 50 -44 4.2 -5.5
LOWV AB US Low Volatility Equity ETF 5.6 48 -42 5.1 -4.7
USMC Principal U.S. Mega-Cap ETF 5.6 12 -6 4.3 -5.5
RXI iShares Global Consumer Discretionary ETF 5.6 41 -35 9.0 -0.8
RNMC First Trust Mid Cap US Equity Select ETF 5.6 60 -54 6.6 -3.2
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.6 55 -49 5.8 -4.0
CGDV Capital Group Dividend Value ETF 5.6 33 -27 4.5 -5.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.6 40 -34 5.4 -4.4
BFOR ALPS Barron's 400 ETF 5.5 65 -59 6.0 -3.8
WFH Direxion Work From Home ETF 5.5 45 -39 3.8 -6.0
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 -12 8.7 -1.0
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.4 40 -34 5.3 -4.5
MDY SPDR S&P Midcap 400 ETF Trust 5.4 24 -18 7.1 -2.6
BLCV iShares Large Cap Value Active ETF 5.4 53 -47 7.4 -2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.4 50 -44 4.2 -5.6
IJH iShares Core S&P Mid-Cap ETF 5.4 5 1 7.3 -2.4
VBR Vanguard Small Cap Value ETF 5.4 7 -1 9.1 -0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.4 10 -4 8.9 -0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 5.4 15 -9 8.7 -1.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.4 45 -39 5.4 -4.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 5.4 40 -34 5.2 -4.6
DFAT Dimensional U.S. Targeted Value ETF 5.3 28 -22 9.2 -0.5
QQMG Invesco ESG NASDAQ 100 ETF 5.3 20 -14 4.1 -5.6
SFY SoFi Select 500 ETF 5.3 0 6 4.4 -5.4
FFND Future Fund Active ETF 5.3 100 -94 4.2 -5.5
SWP SWP Growth & Income ETF 5.3 99 -93 4.0 -5.8
XJH iShares ESG Screened S&P Mid-Cap ETF 5.3 12 -6 7.1 -2.7
FIDU Fidelity MSCI Industrial Index ETF 5.3 8 -2 4.5 -5.3
USXF iShares ESG Advanced MSCI USA ETF 5.2 10 -4 4.6 -5.1
GQQQ Astoria US Quality Growth Kings ETF 5.2 35 -29 4.6 -5.2
NETZ TCW Transform Systems ETF 5.2 75 -69 2.4 -7.4
RDVY First Trust Rising Dividend Achievers ETF 5.2 50 -44 6.8 -3.0
IVOO Vanguard S&P Mid-Cap 400 ETF 5.2 7 -1 7.4 -2.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.2 3 3 7.3 -2.4
TOK iShares MSCI Kokusai ETF 5.1 26 -20 5.0 -4.8
VUSE Vident U.S. Equity Strategy ETF 5.1 50 -44 4.5 -5.3
LRGC AB US Large Cap Strategic Equities ETF 5.1 48 -42 4.4 -5.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.1 15 -9 7.9 -1.9
PAWZ ProShares Pet Care ETF 5.1 50 -44 3.8 -5.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.1 65 -59 4.7 -5.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.1 15 -9 7.3 -2.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 5.1 29 -23 4.5 -5.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 5.1 60 -54 3.7 -6.1
SIXG Defiance Connective Technologies ETF 5.0 30 -24 3.5 -6.3
SMOT VanEck Morningstar SMID Moat ETF 5.0 49 -43 6.6 -3.2
FLDZ RiverNorth Patriot ETF 5.0 75 -69 6.1 -3.6
VIS Vanguard Industrials ETF 5.0 9 -3 4.6 -5.2
JMOM JPMorgan U.S. Momentum Factor ETF 4.9 12 -6 4.5 -5.3
WDNA WisdomTree BioRevolution Fund 4.9 45 -39 -1.4 -11.2
SAGP Strategas Global Policy Opportunities ETF 4.9 65 -59 5.4 -4.4
XNTK SPDR NYSE Technology ETF 4.9 35 -29 3.5 -6.3
CCNR ALPS CoreCommodity Natural Resources ETF 4.9 39 -33 10.7 +0.9
URTH iShares MSCI World ETF 4.9 24 -18 5.0 -4.7
JOET Virtus Terranova US Quality Momentum ETF 4.8 29 -23 4.7 -5.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.8 49 -43 3.7 -6.0
FELG Fidelity Enhanced Large Cap Growth ETF 4.8 18 -12 4.6 -5.2
QQQ Invesco QQQ Trust Series I 4.8 20 -14 4.0 -5.8
GLOF iShares Global Equity Factor ETF 4.8 20 -14 6.4 -3.4
QQQM Invesco NASDAQ 100 ETF 4.8 15 -9 4.1 -5.7
WDIV SPDR S&P Global Dividend ETF 4.8 40 -34 9.2 -0.6
KLMT Invesco MSCI Global Climate 500 ETF 4.8 10 -4 5.6 -4.1
LEAD Siren DIVCON Leaders Dividend ETF 4.7 43 -37 4.2 -5.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.7 60 -54 7.5 -2.3
BDIV AAM Brentview Dividend Growth ETF 4.7 49 -43 4.5 -5.3
HART IQ Healthy Hearts ETF 4.7 45 -39 6.7 -3.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.6 20 -14 5.6 -4.2
XBI SPDR S&P BIOTECH ETF 4.6 35 -29 -2.5 -12.3
IOO iShares Global 100 ETF 4.6 41 -35 4.7 -5.1
KONG Formidable Fortress ETF 4.6 89 -83 6.1 -3.7
INRO iShares U.S. Industry Rotation Active ETF 4.6 42 -36 4.2 -5.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.6 49 -43 3.8 -6.0
EZM WisdomTree U.S. MidCap Fund 4.6 38 -32 9.1 -0.7
CVAR Cultivar ETF 4.6 87 -81 6.8 -3.0
ABLD Abacus FCF Real Assets Leaders ETF 4.6 69 -63 6.7 -3.0
HOMZ Hoya Capital Housing ETF 4.5 30 -24 9.3 -0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.5 9 -3 5.6 -4.2
FCOM Fidelity MSCI Communication Services Index ETF 4.5 8 -2 4.3 -5.5
PINK Simplify Health Care ETF 4.5 50 -44 1.0 -8.8
CARZ First Trust NASDAQ Global Auto Index Fund 4.5 70 -64 4.6 -5.1
SYNB Putnam BioRevolution ETF 4.5 70 -64 3.0 -6.8
SCHM Schwab U.S. Mid-Cap ETF 4.4 4 2 6.6 -3.2
TMFM Motley Fool Mid-Cap Growth ETF 4.4 85 -79 2.7 -7.1
FSMD Fidelity Small-Mid Multifactor ETF 4.4 15 -9 7.0 -2.7
RWK Invesco S&P MidCap 400 Revenue ETF 4.4 39 -33 9.3 -0.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.4 10 -4 4.3 -5.5
IWY iShares Russell Top 200 Growth ETF 4.4 20 -14 4.5 -5.3
ITB iShares U.S. Home Construction ETF 4.4 40 -34 10.6 +0.8
ACWI iShares MSCI ACWI ETF 4.3 32 -26 5.5 -4.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.3 56 -50 0.3 -9.5
PKB Invesco Building & Construction ETF 4.3 62 -56 4.5 -5.3
DFAS Dimensional U.S. Small Cap ETF 4.3 26 -20 6.4 -3.4
VOX Vanguard Communication Services ETF 4.3 9 -3 4.4 -5.4
KBE SPDR S&P Bank ETF 4.3 35 -29 9.2 -0.6
RCGE RockCreek Global Equality ETF 4.3 95 -89 6.6 -3.1
ESGG FlexShares STOXX Global ESG Select Index Fund 4.3 42 -36 5.4 -4.4
VICE AdvisorShares Vice ETF 4.3 99 -93 6.1 -3.7
TOKE Cambria Cannabis ETF 4.3 42 -36 1.1 -8.7
FTXR First Trust Nasdaq Transportation ETF 4.3 60 -54 8.8 -1.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 4.3 40 -34 5.3 -4.5
XLC Communication Services Select Sector SPDR Fund 4.3 8 -2 4.8 -5.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.3 60 -54 6.8 -3.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.3 4 2 6.1 -3.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.2 24 -18 7.7 -2.1
HGRO Hedgeye Quality Growth ETF 4.2 70 -64 3.3 -6.4
MADE iShares U.S. Manufacturing ETF 4.2 40 -34 5.2 -4.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.2 30 -24 4.3 -5.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.2 61 -55 7.2 -2.6
DFSV Dimensional US Small Cap Value ETF 4.2 31 -25 10.0 +0.2
FFLC Fidelity Fundamental Large Cap Core ETF 4.2 38 -32 4.5 -5.3
XLK Technology Select Sector SPDR Fund 4.1 8 -2 4.4 -5.3
JGLO JPMorgan Global Select Equity ETF 4.1 33 -27 5.0 -4.8
SOXX iShares Semiconductor ETF 4.1 35 -29 4.7 -5.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 4.1 40 -34 6.6 -3.2
VT Vanguard Total World Stock ETF 4.1 6 0 5.8 -4.0
IDNA iShares Genomics Immunology and Healthcare ETF 4.0 47 -41 -2.1 -11.9
BLES Inspire Global Hope ETF 4.0 61 -55 6.8 -3.0
USRD Themes US R&D Champions ETF 4.0 29 -23 4.5 -5.3
CGUS Capital Group Core Equity ETF 4.0 33 -27 4.3 -5.5
FNK First Trust Mid Cap Value AlphaDEX Fund 4.0 70 -64 11.0 +1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 -69 5.3 -4.4
CIBR First Trust NASDAQ Cybersecurity ETF 3.9 60 -54 4.0 -5.7
FDN First Trust Dow Jones Internet Index Fund 3.9 52 -46 3.0 -6.7
FDND FT Vest Dow Jones Internet & Target Income ETF 3.9 75 -69 2.9 -6.9
XPND First Trust Expanded Technology ETF 3.9 65 -59 3.8 -6.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 3.9 41 -35 5.9 -3.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 3.9 60 -54 3.4 -6.3
TRFK Pacer Data and Digital Revolution ETF 3.9 60 -54 2.9 -6.9
ZIG Acquirers Fund 3.9 84 -78 18.2 +8.5
LGRO Level Four Large Cap Growth Active ETF 3.9 55 -49 3.6 -6.1
FTXO First Trust Nasdaq Bank ETF 3.9 60 -54 8.3 -1.4
FXH First Trust Health Care AlphaDEX Fund 3.9 62 -56 8.5 -1.2
IYJ iShares U.S. Industrials ETF 3.9 40 -34 4.7 -5.1
PEXL Pacer US Export Leaders ETF 3.9 60 -54 4.5 -5.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.8 17 -11 5.7 -4.1
SMH VanEck Semiconductor ETF 3.8 35 -29 3.8 -5.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.8 12 -6 4.5 -5.3
TINT ProShares Smart Materials ETF 3.8 58 -52 7.1 -2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.8 60 -54 6.8 -2.9
ADME Aptus Drawdown Managed Equity ETF 3.8 79 -73 4.1 -5.7
IWF iShares Russell 1000 Growth ETF 3.7 19 -13 4.3 -5.4
VONG Vanguard Russell 1000 Growth ETF 3.7 7 -1 4.4 -5.4
SHLD Global X Defense Tech ETF 3.7 50 -44 3.1 -6.7
MISL First Trust Indxx Aerospace & Defense ETF 3.7 60 -54 2.1 -7.7
PPA Invesco Aerospace & Defense ETF 3.7 58 -52 2.5 -7.3
ITA iShares U.S. Aerospace & Defense ETF 3.7 40 -34 2.0 -7.8
NATO Themes Transatlantic Defense ETF 3.7 35 -29 2.4 -7.4
RAYD Rayliant Quantitative Developed Market Equity ETF 3.7 80 -74 4.4 -5.4
FNX First Trust Mid Cap Core AlphaDEX Fund 3.7 60 -54 7.3 -2.5
IXP iShares Global Comm Services ETF 3.7 42 -36 5.3 -4.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.7 65 -59 7.8 -1.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.7 55 -49 10.1 +0.3
BBH VanEck Biotech ETF 3.7 35 -29 5.7 -4.1
IBBQ Invesco Nasdaq Biotechnology ETF 3.7 19 -13 0.4 -9.3
PBE Invesco Biotechnology & Genome ETF 3.7 58 -52 1.3 -8.5
IBB iShares Biotechnology ETF 3.7 45 -39 0.5 -9.3
SMLF iShares U.S. SmallCap Equity Factor ETF 3.7 15 -9 5.8 -3.9
SRHQ SRH U.S. Quality ETF 3.7 35 -29 7.6 -2.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 3.7 40 -34 3.2 -6.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 3.6 56 -50 10.5 +0.8
ASLV Allspring Special Large Value ETF 3.6 35 -29 6.4 -3.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.6 7 -1 6.0 -3.8
SOXQ Invesco PHLX Semiconductor ETF 3.6 19 -13 4.4 -5.4
ISCB iShares Morningstar Small-Cap ETF 3.6 4 2 6.2 -3.6
FXZ First Trust Materials AlphaDEX Fund 3.6 61 -55 9.9 +0.1
IYM iShares U.S. Basic Materials ETF 3.6 40 -34 6.0 -3.7
FMDE Fidelity Enhanced Mid Cap ETF 3.5 23 -17 5.7 -4.0
STXK Strive Small-Cap ETF 3.5 18 -12 5.8 -3.9
VB Vanguard Small-Cap ETF 3.5 5 1 6.1 -3.7
AFMC First Trust Active Factor Mid Cap ETF 3.5 65 -59 8.3 -1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 3.5 15 -9 4.5 -5.3
BIBL Inspire 100 ETF 3.5 35 -29 5.1 -4.7
ONEQ Fidelity Nasdaq Composite Index ETF 3.4 21 -15 3.6 -6.1
FEGE First Eagle Global Equity ETF 3.4 79 -73 6.8 -3.0
XMVM Invesco S&P MidCap Value with Momentum ETF 3.4 39 -33 9.6 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 -41 5.8 -4.0
ROKT SPDR S&P Kensho Final Frontiers ETF 3.4 45 -39 2.0 -7.8
IAT iShares U.S. Regional Banks ETF 3.4 40 -34 9.1 -0.6
FTXL First Trust Nasdaq Semiconductor ETF 3.4 60 -54 4.9 -4.9
STXM Strive Mid-Cap ETF 3.3 18 -12 6.1 -3.6
LIVR Intelligent Livermore ETF 3.3 69 -63 5.2 -4.5
XHB SPDR S&P Homebuilders ETF 3.3 35 -29 10.6 +0.8
CVY Invesco Zacks Multi-Asset Income ETF 3.3 106 -100 12.3 +2.5
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.3 65 -59 5.0 -4.8
EXI iShares Global Industrials ETF 3.3 42 -36 4.5 -5.3
AMZA InfraCap MLP ETF 3.3 164 -158 8.1 -1.6
THRO iShares U.S. Thematic Rotation Active ETF 3.3 90 -84 4.0 -5.8
MDCP VictoryShares THB Mid Cap ESG ETF 3.3 55 -49 5.6 -4.1
XAR SPDR S&P Aerospace & Defense ETF 3.2 35 -29 2.0 -7.7
NANC Unusual Whales Subversive Democratic Trading ETF 3.2 75 -69 3.7 -6.1
LCF Touchstone US Large Cap Focused ETF 3.2 69 -63 4.1 -5.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.2 61 -55 6.6 -3.2
EIPI FT Energy Income Partners Enhanced Income ETF 3.2 110 -104 6.4 -3.4
GINN Goldman Sachs Innovate Equity ETF 3.2 52 -46 3.6 -6.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.2 49 -43 4.4 -5.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.2 61 -55 1.3 -8.5
KBWB Invesco KBW Bank ETF 3.2 35 -29 7.6 -2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.1 60 -54 5.4 -4.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.1 40 -34 5.5 -4.3
OZEM Roundhill GLP-1 & Weight Loss ETF 3.1 59 -53 0.5 -9.3
BKSE BNY Mellon US Small Cap Core Equity ETF 3.1 4 2 5.9 -3.9
IETC iShares U.S. Tech Independence Focused ETF 3.1 18 -12 3.7 -6.1
KRE SPDR S&P Regional Banking ETF 3.1 35 -29 9.7 -0.1
LCLG Logan Capital Broad Innovative Growth ETF 3.1 99 -93 3.8 -6.0
FTEC Fidelity MSCI Information Technology Index ETF 3.1 8 -2 3.9 -5.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.0 15 -9 6.0 -3.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.0 10 -4 4.3 -5.5
GK AdvisorShares Gerber Kawasaki ETF 3.0 75 -69 2.4 -7.4
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 -7 2.9 -6.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.0 12 -6 5.1 -4.7
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 -25 7.0 -2.8
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -62 3.6 -6.1
FBT First Trust NYSE Arca Biotechnology Index Fund 3.0 56 -50 5.1 -4.6
SPGP Invesco S&P 500 GARP ETF 3.0 34 -28 6.5 -3.3
SMMD iShares Russell 2500 ETF 3.0 15 -9 6.1 -3.6
NDIV Amplify Natural Resources Dividend Income ETF 3.0 59 -53 13.8 +4.0
FNCL Fidelity MSCI Financials Index ETF 3.0 8 -2 6.3 -3.5
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 -17 3.4 -6.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.9 75 -69 7.3 -2.5
VXF Vanguard Extended Market ETF 2.9 5 1 4.6 -5.1
IYF iShares U.S. Financials ETF 2.9 40 -34 5.8 -4.0
FMAT Fidelity MSCI Materials Index ETF 2.9 8 -2 6.1 -3.6
VAW Vanguard Materials ETF 2.9 9 -3 6.1 -3.7
ANEW ProShares MSCI Transformational Changes ETF 2.9 45 -39 6.1 -3.7
MILN Global X Millennial Consumer ETF 2.8 50 -44 3.7 -6.1
GDIV Harbor Dividend Growth Leaders ETF 2.8 50 -44 5.2 -4.5
SAMT Strategas Macro Thematic Opportunities ETF 2.8 65 -59 2.7 -7.0
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -83 4.8 -5.0
FITE SPDR S&P Kensho Future Security ETF 2.8 45 -39 1.6 -8.2
IGM iShares Expanded Tech Sector ETF 2.8 41 -35 3.8 -6.0
CLNR IQ Cleaner Transport ETF 2.8 45 -39 6.6 -3.1
TPSC Timothy Plan US Small Cap Core ETF 2.7 52 -46 6.8 -3.0
SCHA Schwab U.S. Small-Cap ETF 2.7 4 2 5.8 -3.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.7 35 -29 7.7 -2.0
TMFG Motley Fool Global Opportunities ETF 2.7 85 -79 3.9 -5.9
OIH VanEck Oil Services ETF 2.7 35 -29 4.9 -4.9
PXJ Invesco Oil & Gas Services ETF 2.7 63 -57 4.8 -5.0
IEZ iShares U.S. Oil Equipment & Services ETF 2.7 40 -34 5.0 -4.7
XES SPDR S&P Oil & Gas Equipment & Services ETF 2.7 35 -29 3.4 -6.4
VFH Vanguard Financials ETF 2.7 9 -3 6.3 -3.5
XT iShares Exponential Technologies ETF 2.7 46 -40 4.8 -4.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.7 55 -49 4.3 -5.5
MXI iShares Global Materials ETF 2.6 41 -35 7.5 -2.3
XLB Materials Select Sector SPDR Fund 2.6 8 -2 6.4 -3.4
PSET Principal Quality ETF 2.6 15 -9 5.3 -4.4
FNDA Schwab Fundamental US Small Co. Index ETF 2.6 25 -19 8.2 -1.6
XSD SPDR S&P Semiconductor ETF 2.6 35 -29 3.7 -6.1
SXQG ETC 6 Meridian Quality Growth ETF 2.6 100 -94 4.6 -5.1
ETHO Etho Climate Leadership U.S. ETF 2.6 47 -41 5.3 -4.5
GLBL Pacer MSCI World Industry Advantage ETF 2.6 65 -59 4.1 -5.7
DANA Dana Unconstrained Equity ETF 2.6 50 -44 2.9 -6.8
IAK iShares U.S. Insurance ETF 2.6 40 -34 7.1 -2.7
CALF Pacer US Small Cap Cash Cows 100 ETF 2.6 59 -53 10.6 +0.9
MVPA Miller Value Partners Appreciation ETF 2.5 60 -54 9.2 -0.6
IVRA Invesco Real Assets ESG ETF 2.5 59 -53 6.3 -3.5
KIE SPDR S&P Insurance ETF 2.5 35 -29 6.9 -2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.5 35 -29 7.2 -2.6
SFYF SoFi Social 50 ETF 2.5 29 -23 0.4 -9.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.5 60 -54 6.1 -3.7
SUPL ProShares Supply Chain Logistics ETF 2.5 58 -52 11.9 +2.2
IYT iShares US Transportation ETF 2.5 40 -34 5.2 -4.6
SHPP Pacer Industrials and Logistics ETF 2.5 60 -54 8.7 -1.1
SNSR Global X Internet of Things ETF 2.5 68 -62 4.5 -5.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.5 60 -54 4.9 -4.9
SKYY First Trust Cloud Computing ETF 2.5 60 -54 2.7 -7.1
STXG Strive 1000 Growth ETF 2.4 18 -12 3.8 -6.0
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 0 4.0 -5.8
VGT Vanguard Information Technology ETF 2.4 9 -3 3.8 -5.9
BLCR iShares Large Cap Core Active ETF 2.4 36 -30 3.6 -6.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 -14 4.4 -5.4
ARVR First Trust Indxx Metaverse ETF 2.4 70 -64 3.9 -5.9
CGGR Capital Group Growth ETF 2.4 39 -33 3.1 -6.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.4 60 -54 3.9 -5.9
IXN iShares Global Tech ETF 2.4 41 -35 3.6 -6.2
AIEQ AI Powered Equity ETF 2.4 75 -69 3.7 -6.0
DEMZ Democratic Large Cap Core ETF 2.3 45 -39 4.5 -5.3
HWAY Themes US Infrastructure ETF 2.3 29 -23 6.2 -3.6
IJR iShares Core S&P Small Cap ETF 2.3 6 0 7.6 -2.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 -6 7.4 -2.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 3 7.6 -2.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.3 7 -1 7.6 -2.2
VRAI Virtus Real Asset Income ETF 2.3 55 -49 10.0 +0.3
CRAK VanEck Oil Refiners ETF 2.3 61 -55 13.2 +3.4
DSMC Distillate Small/Mid Cash Flow ETF 2.3 55 -49 11.9 +2.1
DUSA Davis Select U.S. Equity ETF 2.3 61 -55 7.3 -2.5
RSSL Global X Russell 2000 ETF 2.3 8 -2 4.3 -5.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.3 15 -9 7.8 -2.0
PBJ Invesco Food & Beverage ETF 2.3 57 -51 7.1 -2.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.3 58 -52 4.6 -5.2
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -66 6.6 -3.1
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 -9 3.4 -6.4
QTUM Defiance Quantum ETF 2.3 40 -34 5.3 -4.5
VTWO Vanguard Russell 2000 ETF 2.2 7 -1 4.3 -5.5
JHSC John Hancock Multifactor Small Cap ETF 2.2 42 -36 6.6 -3.1
LQPE PEO AlphaQuest Thematic PE ETF 2.2 125 -119 5.2 -4.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -59 3.5 -6.3
IWM iShares Russell 2000 ETF 2.2 19 -13 4.3 -5.5
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 -69 5.2 -4.5
NXTG First Trust Indxx NextG ETF 2.2 70 -64 5.2 -4.6
SFYX SoFi Next 500 ETF 2.2 0 6 5.7 -4.1
PAVE Global X U.S. Infrastructure Development ETF 2.2 47 -41 5.3 -4.5
RSHO Tema American Reshoring ETF 2.2 75 -69 4.5 -5.3
LST Leuthold Select Industries ETF 2.2 91 -85 5.0 -4.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.2 39 -33 5.8 -4.0
SMCF Themes US Small Cap Cash Flow Champions ETF 2.1 29 -23 12.1 +2.3
CAML Congress Large Cap Growth ETF 2.1 66 -60 3.5 -6.3
NUKZ Range Nuclear Renaissance Index ETF 2.1 85 -79 2.0 -7.8
RND First Trust Bloomberg R&D Leaders ETF 2.1 60 -54 3.6 -6.2
QGRO American Century U.S. Quality Growth ETF 2.1 29 -23 3.5 -6.3
TMFC Motley Fool 100 Index ETF 2.1 50 -44 3.4 -6.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.1 40 -34 7.8 -2.0
XTN SPDR S&P Transportation ETF 2.1 35 -29 4.9 -4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 -11 5.9 -3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.0 20 -14 5.5 -4.2
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 -12 9.7 -0.1
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 -9 9.7 -0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 -4 9.7 -0.0
TOPT iShares Top 20 U.S. Stocks ETF 2.0 20 -14 3.8 -6.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 10 -4 6.0 -3.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 -9 5.9 -3.9
AVUV Avantis U.S. Small Cap Value ETF 2.0 25 -19 9.7 -0.1
XRT SPDR S&P Retail ETF 2.0 35 -29 8.2 -1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.0 80 -74 7.9 -1.9
IWN iShares Russell 2000 Value ETF 2.0 24 -18 7.3 -2.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.9 57 -51 3.7 -6.0
FTGS First Trust Growth Strength ETF 1.9 60 -54 5.0 -4.8
MOO VanEck Agribusiness ETF 1.9 53 -47 10.5 +0.7
VEGI iShares MSCI Agriculture Producers ETF 1.9 39 -33 8.8 -1.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.9 38 -32 9.3 -0.5
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 2 4.1 -5.7
JGRO JPMorgan Active Growth ETF 1.9 44 -38 3.3 -6.4
VTWV Vanguard Russell 2000 Value ETF 1.9 10 -4 7.3 -2.5
VOOG Vanguard S&P 500 Growth ETF 1.9 7 -1 4.0 -5.8
IVW iShares S&P 500 Growth ETF 1.9 18 -12 3.9 -5.9
SPYG SPDR Portfolio S&P 500 Growth ETF 1.9 4 2 4.0 -5.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.9 35 -29 9.1 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 -53 2.7 -7.1
VOT Vanguard Mid-Cap Growth ETF 1.9 7 -1 3.6 -6.2
EMLP First Trust North American Energy Infrastructure Fund 1.9 95 -89 5.3 -4.5
RFFC ALPS Active Equity Opportunity ETF 1.9 48 -42 4.4 -5.4
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -74 11.7 +2.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.8 68 -62 4.8 -5.0
GURU Global X Guru Index ETF 1.8 75 -69 3.0 -6.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 -62 2.5 -7.2
MLPX Global X MLP & Energy Infrastructure ETF 1.8 45 -39 5.4 -4.3
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.8 46 -40 5.6 -4.1
UMI USCF Midstream Energy Income Fund ETF 1.8 85 -79 4.8 -5.0
ENFR Alerian Energy Infrastructure ETF 1.8 35 -29 5.1 -4.7
EINC VanEck Energy Income ETF 1.8 48 -42 5.2 -4.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.8 60 -54 5.3 -4.4
TPYP Tortoise North American Pipeline Fund 1.8 40 -34 5.7 -4.1
USAI Pacer American Energy Independence ETF 1.8 75 -69 4.5 -5.3
UFO Procure Space ETF 1.8 75 -69 0.2 -9.6
GNOM Global X Genomics & Biotechnology ETF 1.8 50 -44 -1.1 -10.9
WCEO Hypatia Women CEO ETF 1.8 85 -79 3.8 -6.0
KCE SPDR S&P Capital Markets ETF 1.7 35 -29 5.5 -4.2
IYG iShares US Financial Services ETF 1.7 40 -34 5.2 -4.5
IBUY Amplify Online Retail ETF 1.7 65 -59 0.8 -9.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -59 3.6 -6.2
NUSC Nuveen ESG Small-Cap ETF 1.7 31 -25 5.3 -4.5
BBP Virtus LifeSci Biotech Products ETF 1.7 79 -73 -2.2 -12.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.7 49 -43 5.7 -4.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.7 39 -33 9.5 -0.2
IGF iShares Global Infrastructure ETF 1.7 41 -35 4.7 -5.1
OPTZ Optimize Strategy Index ETF 1.7 50 -44 4.6 -5.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 -3 4.2 -5.6
GII SPDR S&P Global Infrastructure ETF 1.6 40 -34 4.7 -5.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -42 8.2 -1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 -23 8.2 -1.6
SPHB Invesco S&P 500 High Beta ETF 1.6 25 -19 4.6 -5.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.6 60 -54 4.2 -5.6
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 -12 5.5 -4.3
SLYG SPDR S&P 600 Small Cap Growth ETF 1.6 15 -9 5.5 -4.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 10 -4 5.6 -4.1
PRAY FIS Christian Stock Fund 1.6 69 -63 5.2 -4.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.6 39 -33 3.7 -6.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 -6 7.4 -2.4
AFSM First Trust Active Factor Small Cap ETF 1.5 75 -69 7.5 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 -33 5.3 -4.5
PSCF Invesco S&P SmallCap Financials ETF 1.5 29 -23 9.2 -0.6
CUT Invesco MSCI Global Timber ETF 1.5 61 -55 10.5 +0.7
RUNN Running Oak Efficient Growth ETF 1.5 58 -52 4.9 -4.8
FSST Fidelity Sustainable U.S. Equity ETF 1.5 59 -53 4.3 -5.4
IBOT Vaneck Robotics ETF 1.5 47 -41 4.3 -5.5
KOMP SPDR S&P Kensho New Economies Composite ETF 1.5 20 -14 2.4 -7.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.5 60 -54 7.3 -2.4
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 -19 5.5 -4.2
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 -29 12.9 +3.1
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 -6 8.0 -1.8
FDWM Fidelity Women's Leadership ETF 1.4 59 -53 4.8 -4.9
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -55 5.9 -3.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -58 2.2 -7.6
FDMO Fidelity Momentum Factor ETF 1.4 15 -9 3.6 -6.2
KBWP Invesco KBW Property & Casualty Insurance ETF 1.4 35 -29 6.9 -2.9
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -64 10.3 +0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 -19 7.8 -1.9
KROP Global X AgTech & Food Innovation ETF 1.4 50 -44 1.9 -7.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.4 40 -34 7.2 -2.6
PRNT 3D Printing ETF 1.4 66 -60 1.3 -8.5
XLF Financial Select Sector SPDR Fund 1.3 8 -2 5.7 -4.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -54 9.4 -0.4
CGGO Capital Group Global Growth Equity ETF 1.3 47 -41 4.6 -5.1
PWB Invesco Large Cap Growth ETF 1.3 56 -50 3.1 -6.7
ISHP First Trust Nasdaq Retail ETF 1.3 60 -54 5.2 -4.6
EES WisdomTree U.S. SmallCap Fund 1.3 38 -32 8.7 -1.1
XMMO Invesco S&P MidCap Momentum ETF 1.3 34 -28 5.5 -4.2
XSHQ Invesco S&P SmallCap Quality ETF 1.3 29 -23 7.2 -2.5
AVUQ Avantis U.S. Quality ETF 1.3 15 -9 4.3 -5.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.3 43 -37 6.1 -3.6
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 -19 7.6 -2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.2 15 -9 4.1 -5.6
ARKG ARK Genomic Revolution ETF 1.2 75 -69 -1.4 -11.1
TMFX Motley Fool Next Index ETF 1.2 50 -44 2.6 -7.2
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 -19 6.5 -3.2
IFRA iShares U.S. Infrastructure ETF 1.2 30 -24 6.6 -3.2
DFNL Davis Select Financial ETF 1.2 63 -57 7.4 -2.4
IYW iShares U.S. Technology ETF 1.2 40 -34 3.8 -6.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -67 10.5 +0.8
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -44 2.2 -7.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -43 11.2 +1.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.1 60 -54 8.9 -0.9
SVAL iShares US Small Cap Value Factor ETF 1.1 20 -14 10.3 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 -29 7.5 -2.3
NIXT Research Affiliates Deletions ETF 1.1 9 -3 8.6 -1.1
MGRO VanEck Morningstar Wide Moat Growth ETF 1.1 49 -43 4.6 -5.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 -62 2.4 -7.3
BUZZ VanEck Social Sentiment ETF 1.1 75 -69 -0.4 -10.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 -29 9.4 -0.4
VAMO Cambria Value & Momentum ETF 1.0 61 -55 5.8 -4.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 0 2.9 -6.9
ROSC Hartford Multifactor Small Cap ETF 1.0 34 -28 9.2 -0.6
DTAN Sparkline International Intangible Value ETF 1.0 55 -49 8.5 -1.2
EATZ AdvisorShares Restaurant ETF 1.0 101 -95 7.4 -2.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 1.0 60 -54 3.9 -5.8
ISMD Inspire Small/Mid Cap ETF 1.0 54 -48 5.5 -4.2
VBK Vanguard Small-Cap Growth ETF 1.0 7 -1 1.9 -7.8
HAIL SPDR S&P Kensho Smart Mobility ETF 1.0 45 -39 0.3 -9.4
SPMO Invesco S&P 500 Momentum ETF 1.0 13 -7 3.5 -6.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.0 45 -39 4.0 -5.8
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -54 5.6 -4.2
LRGE ClearBridge Large Cap Growth ESG ETF 0.9 59 -53 3.9 -5.8
VUG Vanguard Growth ETF 0.9 4 2 4.0 -5.8
MOTG VanEck Morningstar Global Wide Moat ETF 0.9 52 -46 7.5 -2.2
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 -30 3.6 -6.1
TRFM AAM Transformers ETF 0.9 49 -43 1.3 -8.5
IWO iShares Russell 2000 Growth ETF 0.9 24 -18 1.3 -8.5
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 0.9 59 -53 4.2 -5.5
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 -4 1.4 -8.3
FESM Fidelity Enhanced Small Cap ETF 0.8 28 -22 7.2 -2.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -64 2.8 -7.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -39 2.6 -7.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -41 8.9 -0.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 -19 7.5 -2.2
PID Invesco International Dividend Achievers ETF 0.8 53 -47 5.5 -4.3
BEEX BeeHive ETF 0.8 84 -78 4.2 -5.6
KBWR Invesco KBW Regional Banking ETF 0.8 35 -29 9.5 -0.3
FTAG First Trust Indxx Global Agriculture ETF 0.7 70 -64 8.4 -1.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.7 70 -64 7.5 -2.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.7 60 -54 6.1 -3.7
IXG iShares Global Financials ETF 0.7 42 -36 6.5 -3.3
PSC Principal U.S. Small-Cap ETF 0.7 38 -32 6.8 -3.0
JGRW Jensen Quality Growth ETF 0.7 57 -51 4.5 -5.2
FPX First Trust US Equity Opportunities ETF 0.7 61 -55 1.0 -8.8
TMAT Main Thematic Innovation ETF 0.7 164 -158 -1.5 -11.2
FDLS Inspire Fidelis Multi Factor ETF 0.7 76 -70 5.0 -4.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.7 36 -30 10.6 +0.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -32 9.9 +0.1
AIS VistaShares Artificial Intelligence Supercycle ETF 0.6 75 -69 2.8 -7.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 -29 5.3 -4.4
IQM Franklin Intelligent Machines ETF 0.6 50 -44 2.0 -7.8
QINT American Century Quality Diversified International ETF 0.6 39 -33 7.3 -2.5
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 -22 4.1 -5.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -24 7.7 -2.0
MGK Vanguard Mega Cap Growth ETF 0.5 7 -1 4.1 -5.7
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 -56 3.8 -5.9
PFI Invesco Dorsey Wright Financial Momentum ETF 0.5 60 -54 6.5 -3.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.5 39 -33 3.4 -6.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.5 70 -64 4.7 -5.1
ILCG iShares Morningstar Growth ETF 0.5 4 2 3.6 -6.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 -33 -0.9 -10.6
MOTO SmartETFs Smart Transportation & Technology ETF 0.4 68 -62 7.2 -2.6
VERS ProShares Metaverse ETF 0.4 58 -52 -1.0 -10.8
DTEC ALPS Disruptive Technologies ETF 0.4 50 -44 3.9 -5.9
FXL First Trust Technology AlphaDEX Fund 0.4 61 -55 5.3 -4.5
PSI Invesco Semiconductors ETF 0.4 57 -51 3.8 -5.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.4 20 -14 4.5 -5.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.4 15 -9 4.6 -5.2
METV Roundhill Ball Metaverse ETF 0.4 59 -53 7.3 -2.4
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 -33 5.6 -4.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -83 9.8 +0.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -54 3.9 -5.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.4 40 -34 7.5 -2.3
IDRV iShares Self-driving EV & Tech ETF 0.4 47 -41 1.8 -8.0
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -53 2.8 -7.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -29 10.0 +0.2
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.3 29 -23 9.9 +0.1
IQRA IQ CBRE Real Assets ETF 0.3 65 -59 5.7 -4.1
HELX Franklin Genomic Advancements ETF 0.3 50 -44 -0.2 -10.0
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.3 70 -64 4.8 -5.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 -14 6.3 -3.5
KBWD Invesco KBW High Dividend Yield Financial ETF 0.3 384 -378 13.4 +3.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -65 0.4 -9.3
OGIG ALPS O'Shares Global Internet Giants ETF 0.3 48 -42 1.5 -8.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 -24 6.5 -3.2
ABLS Abacus FCF Small Cap Leaders ETF 0.3 59 -53 6.1 -3.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.3 30 -24 13.1 +3.3
FMKT The Free Markets ETF 0.2 76 -70 1.5 -8.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.2 35 -29 7.3 -2.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.2 40 -34 3.9 -5.8
BOUT Innovator IBD Breakout Opportunities ETF 0.2 81 -75 2.7 -7.1
FPAG FPA Global Equity ETF 0.2 49 -43 5.7 -4.1
CGV Conductor Global Equity Value ETF 0.2 130 -124 8.0 -1.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 -29 4.1 -5.7
PSCM Invesco S&P SmallCap Materials ETF 0.2 29 -23 12.6 +2.9
IWC iShares Micro-Cap ETF 0.2 60 -54 -0.8 -10.6
AIRR First Trust RBA American Industrial Renaissance ETF 0.2 70 -64 5.0 -4.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.2 60 -54 2.0 -7.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.1 59 -53 6.2 -3.6
PSCI Invesco S&P SmallCap Industrials ETF 0.1 29 -23 5.1 -4.6
CBSE Clough Select Equity ETF 0.1 85 -79 0.8 -8.9
OSCV Opus Small Cap Value ETF 0.1 79 -73 6.5 -3.2
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.1 75 -69 4.5 -5.3
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -74 16.8 +7.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.1 29 -23 8.0 -1.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.1 60 -54 6.0 -3.8
ONLN ProShares Online Retail ETF 0.1 58 -52 1.8 -8.0
ACTV LeaderShares Activist Leaders ETF 0.1 75 -69 5.4 -4.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -39 8.7 -1.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -54 7.4 -2.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -33 6.6 -3.1
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 -19 9.5 -0.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.0 75 -69 7.8 -2.0
FUTY Fidelity MSCI Utilities Index ETF 0.0 8 -2 5.3 -4.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.0 29 -23 4.6 -5.2
IDU iShares U.S. Utilities ETF 0.0 40 -34 4.8 -5.0
CCSO Carbon Collective Climate Solutions US Equity ETF 0.0 35 -29 1.0 -8.7
VPU Vanguard Utilities ETF 0.0 9 -3 5.3 -4.5
ARB AltShares Merger Arbitrage ETF 0.0 77 -71 4.2 -5.6
MLPA Global X MLP ETF 0.0 45 -39 9.5 -0.3

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Schwab US Dividend Equity 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 26.4 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 6 bp
Equals: ALTAR Score 9.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.68 CATEGORY
AVERAGE
1.59
 
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.