SFP Core Equity Strategy
ALTAR
Score™		 7.2% info Recommen-
dation		 OVERWEIGHT
2022E    2023E
P/E
ratio		 19.4x P/Sales
ratio		 3.0x
P/BV
ratio		 7.2x Div.
yield		 2.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating

FUND BASICS
Category US Equities
Fund Sponsor
Website
Inception date Oct 31, 2021
Assets (mns) $1
Currency USD
Expense ratio 0 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 25
Wgt avg mkt cap (mns) $423,158
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
APPLE INC 4.2 %
QUALCOMM INC 4.2 %
META PLATFORMS INC 4.1 %
S&P GLOBAL, INC. 4.1 %
TARGET CORP 4.1 %
HOME DEPOT INC 4.1 %
MICROSOFT CORP 4.1 %
COSTCO WHOLESALE CORP 4.1 %
VISA INC-CLASS A SHARES 4.0 %
PEPSICO INC 4.0 %
Total 41.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










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.
-- -- -- -- 0.0%

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

Technical Indicators
Recent close $40.00
30d moving avg. $0.00
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI)

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $48,105

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 707 potential alternatives to the SFP Core Equity Strategy ETF based on the alternatives' overlap in portfolio holdings with SDEP. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SDEP Expense: 0 bp ALTAR Score™: 7.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SDEP
Ticker Fund
Name		 Overlap1
vs SDEP
(%)		 Expense
ratio
(bp)		 Savings
vs SDEP
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SDEP
(%)
SPHQ Invesco S&P 500 Quality ETF 49.1 15 -15 5.9 -1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 47.8 48 -48 7.1 -0.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 45.9 28 -28 7.0 -0.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 43.4 12 -12 6.2 -0.9
QUAL iShares MSCI Usa Quality Factor ETF 41.6 15 -15 7.3 +0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 40.3 37 -37 7.5 +0.3
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 40.3 55 -55 6.4 -0.7
MBCC Monarch Blue Chips Core ETF 39.4 125 -125 4.0 -3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 37.7 29 -29 5.9 -1.3
PZLD Puzzle Divdend Leaders 36.9 10 -10 6.8 -0.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 36.7 50 -50 6.4 -0.8
XLG Invesco S&P 500 Top 50 ETF 36.4 20 -20 5.8 -1.4
DUHP Dimensional US High Profitability ETF 36.3 22 -22 8.0 +0.8
VIG Vanguard Dividend Appreciation Index Fund 36.3 6 -6 6.4 -0.8
LVOL American Century Low Volatility ETF 35.1 29 -29 5.6 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 34.7 28 -28 7.0 -0.2
PFM Invesco Dividend Achievers ETF 34.5 53 -53 6.2 -0.9
PZLG Puzzle Mature Growth 33.6 10 -10 5.7 -1.5
QDF FlexShares Quality Dividend Index Fund 33.6 37 -37 7.8 +0.7
FDRR Fidelity Dividend ETF for Rising Rates 33.6 29 -29 7.9 +0.7
VSLU Applied Finance Valuation Large Cap ETF 33.4 49 -49 7.5 +0.3
EDOW First Trust Dow 30 Equal Weight ETF 33.3 50 -50 7.0 -0.1
MTUM iShares MSCI USA Momentum Factor ETF 32.8 15 -15 6.2 -1.0
DGRO iShares Core Dividend Growth ETF 32.6 8 -8 7.5 +0.3
OEF iShares S&P 100 ETF 32.3 20 -20 6.1 -1.1
XPND First Trust Expanded Technology ETF 32.2 65 -65 6.5 -0.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 31.8 15 -15 8.6 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 31.5 22 -22 5.9 -1.3
DTD WisdomTree U.S.Total Dividend Fund 31.0 28 -28 7.2 +0.0
SCHD Schwab U.S. Dividend Equity ETF 31.0 6 -6 8.7 +1.5
DJIA Global X Dow 30 Covered Call ETF 30.8 60 -60 7.2 +0.0
YLDE ClearBridge Dividend Strategy ESG ETF 30.4 59 -59 6.2 -0.9
AQGX AI Quality Growth ETF 30.3 97 -97 5.4 -1.8
SPXN ProShares S&P 500 Ex-Financials ETF 30.0 27 -27 6.1 -1.1
GDIV Harbor Dividend Growth Leaders ETF 29.8 50 -50 6.6 -0.5
DIA SPDR Dow Jones Industrial Average ETF Trust 29.7 16 -16 6.5 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 29.7 15 -15 7.8 +0.6
SIXA 6 Meridian Mega Cap Equity ETF 29.5 82 -82 7.9 +0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 29.4 49 -49 5.7 -1.4
HEET Hartford Schroders ESG US Equity ETF 29.3 39 -39 7.2 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 29.2 75 -75 6.1 -1.1
ACVF American Conservative Values ETF 28.5 75 -75 5.4 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 28.5 49 -49 6.1 -1.1
FDLO Fidelity Low Volatility Factor ETF 28.1 29 -29 5.9 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 28.1 12 -12 6.8 -0.4
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 28.1 87 -87 7.2 +0.0
VYM Vanguard High Dividend Yield Index ETF 28.0 6 -6 7.8 +0.6
FTCS First Trust Capital Strength ETF 28.0 55 -55 6.4 -0.8
IWL iShares Russell Top 200 ETF 28.0 15 -15 6.1 -1.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 27.9 37 -37 8.7 +1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 27.7 7 -7 6.2 -1.0
CCOR Core Alternative ETF 27.6 107 -107 5.2 -2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 27.5 19 -19 7.2 +0.0
MKEM Meakem Value and Inflation Screen 27.4 10 -10 5.6 -1.5
LRND IQ U.S. Large Cap R&D Leaders ETF 27.4 14 -14 7.6 +0.4
MGC Vanguard Mega Cap Index Fund 27.2 7 -7 6.1 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 27.1 52 -52 7.7 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 27.1 0 0 6.2 -1.0
RAFE PIMCO RAFI ESG U.S. ETF 27.1 29 -29 8.5 +1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 27.0 7 -7 9.7 +2.5
IWY iShares Russell Top 200 Growth ETF 26.8 20 -20 5.8 -1.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 26.8 60 -60 5.4 -1.8
FLRG Fidelity U.S. Multifactor ETF 26.8 29 -29 8.0 +0.8
GSPY Gotham Enhanced 500 ETF 26.7 50 -50 6.8 -0.4
QUS SPDR MSCI USA StrategicFactors ETF 26.7 15 -15 6.7 -0.5
JOYY Infusive Compounding Global Equities ETF 26.5 51 -51 0.0 -7.2
SPXE ProShares S&P 500 Ex-Energy ETF 26.4 27 -27 6.1 -1.0
VDNI V-Shares US Leadership Diversity ETF 26.3 29 -29 6.6 -0.5
FQAL Fidelity Quality Factor ETF 26.3 29 -29 7.3 +0.1
BTHM BlackRock Future U.S. Themes ETF 26.2 60 -60 6.3 -0.8
RFFC RiverFront Dynamic US Flex-Cap ETF 26.2 52 -52 6.1 -1.1
ZECP Zacks Earnings Consistent Portfolio ETF 26.1 55 -55 6.2 -1.0
DIVB iShares U.S. Dividend & Buyback ETF 26.0 5 -5 7.9 +0.7
HLAL Wahed FTSE USA Shariah ETF 25.9 50 -50 5.9 -1.3
BKUS BNY Mellon Sustainable US Equity ETF 25.8 60 -60 5.5 -1.7
LRGF iShares Edge MSCI Multifactor USA ETF 25.7 8 -8 7.1 -0.1
ESG FlexShares STOXX US ESG Impact Index Fund 25.6 32 -32 6.2 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 25.6 27 -27 5.9 -1.3
FDMO Fidelity Momentum Factor ETF 25.6 29 -29 5.7 -1.5
IQSU IQ Candriam ESG US Equity ETF 25.6 9 -9 5.9 -1.3
DURA VanEck Morningstar Durable Dividend ETF 25.5 29 -29 8.3 +1.1
PBP Invesco S&P 500 BuyWrite ETF 25.4 49 -49 5.9 -1.3
XYLD Global X S&P 500 Covered Call ETF 25.4 60 -60 5.8 -1.4
PWB Invesco Dynamic Large Cap Growth ETF 25.4 56 -56 4.2 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 25.4 10 -10 6.2 -1.0
XRMI Global X S&P 500 Risk Managed Income ETF 25.4 60 -60 5.8 -1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 25.3 10 -10 6.2 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 25.2 80 -80 9.0 +1.8
HDV iShares Core High Dividend ETF 25.2 8 -8 8.4 +1.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 25.1 15 -15 5.9 -1.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 25.0 12 -12 6.2 -1.0
IOO iShares Global 100 ETF 24.9 40 -40 6.7 -0.5
XYLG Global X S&P 500 Covered Call & Growth ETF 24.8 60 -60 5.8 -1.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 24.8 55 -55 6.5 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 24.7 20 -20 6.0 -1.2
PSET Principal Price Setters Index ETF 24.7 15 -15 6.7 -0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 24.7 30 -30 6.1 -1.0
FVAL Fidelity Value Factor ETF 24.5 29 -29 9.6 +2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 24.4 11 -11 6.5 -0.7
IVV iShares Core S&P 500 ETF 24.3 3 -3 6.3 -0.8
IGM iShares Expanded Tech Sector ETF 24.3 40 -40 5.9 -1.3
SPY SPDR S&P 500 ETF Trust 24.3 9 -9 6.3 -0.9
XVOL Acruence Active Hedge U.S. Equity ETF 24.3 83 -83 5.8 -1.4
SPLG SPDR Portfolio S&P 500 ETF 24.3 3 -3 6.3 -0.8
MGV Vanguard Mega Cap Value ETF 24.2 7 -7 7.4 +0.3
VOO VANGUARD S&P 500 ETF 24.2 3 -3 6.3 -0.8
XTR Global X S&P 500 Tail Risk ETF 24.2 60 -60 6.0 -1.2
VOTE Engine No. 1 Transform 500 ETF 24.1 5 -5 6.2 -0.9
XCLR Global X S&P 500 Collar 95-110 ETF 24.1 60 -60 5.8 -1.3
EQWL Invesco Russell Top 200 Equal Weight ETF 24.1 25 -25 7.2 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 24.1 14 -14 6.2 -0.9
VV Vanguard Large-Cap Index Fund 24.0 4 -4 6.2 -1.0
MBOX Freedom Day Dividend ETF 23.8 39 -39 8.2 +1.0
FTHI First Trust High Income ETF 23.8 85 -85 6.4 -0.8
CGDV Capital Group Dividend Value ETF 23.8 33 -33 6.7 -0.5
IVLC Invesco US Large Cap Core ESG ETF 23.7 48 -48 5.9 -1.3
RECS Columbia Research Enhanced Core ETF 23.7 15 -15 7.1 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 23.7 2 -2 6.2 -1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 23.6 10 -10 6.5 -0.7
XLK Technology Select Sector SPDR Fund 23.6 10 -10 6.4 -0.8
PBUS Invesco PureBeta MSCI USA ETF 23.6 4 -4 6.2 -1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 23.5 20 -20 6.2 -1.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 23.5 15 -15 6.3 -0.8
ACIO Aptus Collared Income Opportunity ETF 23.5 79 -79 5.5 -1.7
EFIV SPDR S&P 500 ESG ETF 23.5 10 -10 6.4 -0.8
XNTK SPDR NYSE Technology ETF 23.4 35 -35 5.6 -1.6
IWF iShares Russell 1000 Growth ETF 23.4 18 -18 5.6 -1.6
FCPI Fidelity Stocks for Inflation ETF 23.3 29 -29 8.9 +1.7
VONG Vanguard Russell 1000 Growth Index Fund 23.3 8 -8 5.7 -1.5
EPS WisdomTree U.S. Earnings 500 Fund 23.3 8 -8 7.6 +0.4
SNPE Xtrackers S&P 500 ESG ETF 23.3 10 -10 6.4 -0.8
TMFC Motley Fool 100 Index ETF 23.2 50 -50 5.1 -2.0
ILCB iShares Morningstar U.S. Equity ETF 23.2 3 -3 6.2 -1.0
SCHX Schwab U.S. Large-Cap ETF 23.1 3 -3 6.2 -1.0
TTAC TrimTabs US Free Cash Flow Quality ETF 23.1 59 -59 6.9 -0.3
DFUS Dimensional U.S. Equity ETF 23.0 11 -11 6.2 -1.0
SPTM SPDR Portfolio Total Stock Market ETF 22.9 3 -3 6.4 -0.7
IWB iShares Russell 1000 ETF 22.8 15 -15 6.1 -1.1
VONE Vanguard Russell 1000 ETF 22.8 8 -8 6.1 -1.1
SPMV Invesco S&P 500 Minimum Variance ETF 22.8 10 -10 6.2 -1.0
SCHK Schwab 1000 Index ETF 22.7 5 -5 6.1 -1.0
SXQG 6 Meridian Quality Growth ETF 22.7 100 -100 5.5 -1.7
FLLV Franklin Liberty U.S. Low Volatility ETF 22.6 29 -29 6.2 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 22.6 11 -11 6.1 -1.1
ESGU iShares MSCI USA ESG Optimized ETF 22.6 15 -15 6.1 -1.0
DIVS SmartETFs Dividend Builder ETF 22.6 65 -65 5.6 -1.6
IYY iShares Dow Jones U.S. ETF 22.6 20 -20 6.0 -1.2
STLG iShares Factors US Growth Style ETF 22.6 25 -25 8.0 +0.8
ADME Aptus Drawdown Managed Equity ETF 22.5 79 -79 5.4 -1.8
QLC FlexShares US Quality Large Cap Index Fund 22.4 25 -25 7.0 -0.2
XVV iShares ESG Screened S&P 500 ETF 22.4 8 -8 6.3 -0.8
AUSF Global X Adaptive U.S. Factor ETF 22.3 27 -27 6.5 -0.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 22.1 50 -50 8.1 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 22.1 60 -60 4.8 -2.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 22.1 15 -15 7.5 +0.3
MGK Vanguard Mega Cap Growth ETF 22.1 7 -7 5.5 -1.7
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 22.0 75 -75 7.6 +0.4
VTI Vanguard Total Stock Market Index Fund 22.0 3 -3 5.9 -1.3
IWV iShares Russell 3000 ETF 21.9 20 -20 5.8 -1.4
SCHB Schwab U.S. Broad Market ETF 21.9 3 -3 6.0 -1.1
VTHR Vanguard Russell 3000 Index Fund 21.8 10 -10 5.9 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 21.8 3 -3 5.9 -1.3
DFAU Dimensional US Core Equity Market ETF 21.8 12 -12 6.3 -0.9
QRMI Global X NASDAQ 100 Risk Managed Income ETF 21.8 60 -60 5.6 -1.6
QYLD Global X NASDAQ 100 Covered Call ETF 21.7 60 -60 5.6 -1.6
ILCV iShares Morningstar Value ETF 21.6 4 -4 7.5 +0.3
IUS Invesco Strategic US ETF 21.6 19 -19 7.6 +0.4
ESGV Vanguard ESG U.S. Stock ETF 21.5 9 -9 6.2 -1.0
FDVV Fidelity Core Dividend ETF 21.5 29 -29 7.3 +0.1
NUSI Nationwide Risk-Managed Income ETF 21.5 68 -68 5.5 -1.7
QQMG Invesco ESG NASDAQ 100 ETF 21.5 20 -20 6.5 -0.6
FTQI First Trust Nasdaq BuyWrite Income ETF 21.5 85 -85 4.2 -3.0
FTEC Fidelity MSCI Information Technology Index ETF 21.5 8 -8 6.1 -1.1
GCIG Genuine Investors ETF 21.5 100 -100 7.3 +0.1
IETC iShares Evolved U.S. Technology ETF 21.4 18 -18 5.8 -1.4
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 21.4 60 -60 5.6 -1.6
ROCI ROC ETF 21.3 49 -49 5.1 -2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 21.2 10 -10 5.8 -1.3
VGT Vanguard Information Technology Index Fund 21.2 10 -10 6.1 -1.1
VOOG Vanguard S&P 500 Growth ETF 21.2 10 -10 6.1 -1.1
IVW iShares S&P 500 Growth ETF 21.2 18 -18 6.0 -1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 21.1 4 -4 6.2 -1.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 21.1 17 -17 6.5 -0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 21.0 9 -9 6.9 -0.3
IWX iShares Russell Top 200 Value ETF 21.0 20 -20 7.3 +0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 21.0 35 -35 7.6 +0.4
QQQ Invesco QQQ Trust 21.0 20 -20 6.0 -1.2
QQQM Invesco NASDAQ 100 ETF 21.0 15 -15 6.4 -0.8
SUSA iShares MSCI USA ESG Select ETF 21.0 25 -25 5.9 -1.3
USXF iShares ESG Advanced MSCI USA ETF 20.9 10 -10 6.2 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 20.9 10 -10 5.9 -1.3
ECOZ TrueMark ESG Active Opportunities ETF 20.7 58 -58 5.1 -2.1
QTR Global X NASDAQ 100 Tail Risk ETF 20.7 60 -60 5.6 -1.5
NULC Nuveen ESG Large-Cap ETF 20.7 20 -20 5.9 -1.2
IXN iShares Global Tech ETF 20.7 40 -40 6.0 -1.2
QCLR Global X NASDAQ 100 Collar 95-110 ETF 20.7 60 -60 5.6 -1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20.6 29 -29 7.5 +0.3
LIV Emles (a)Home ETF 20.6 49 -49 0.0 -7.2
SFY SoFi Select 500 ETF 20.6 0 0 6.3 -0.9
CATH Global X S&P 500 Catholic Values Custom ETF 20.6 29 -29 6.0 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 20.6 27 -27 6.3 -0.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 20.4 42 -42 6.7 -0.5
IUSG iShares Core S&P US Growth ETF 20.4 4 -4 6.2 -1.0
TECB iShares US Tech Breakthrough Multisector ETF 20.4 40 -40 6.1 -1.1
AVDG AVDR US LargeCap ESG ETF 20.4 60 -60 0.0 -7.2
DSI iShares MSCI KLD 400 Social ETF 20.3 25 -25 6.3 -0.9
CGUS Capital Group Core Equity ETF 20.2 33 -33 6.3 -0.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 20.2 46 -46 7.1 -0.0
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 20.1 20 -20 6.9 -0.3
VUG Vanguard Growth Index Fund 20.1 4 -4 5.3 -1.9
GRZZ Grizzle Growth ETF 20.0 75 -75 7.4 +0.2
ILCG iShares Morningstar Growth ETF 20.0 4 -4 5.0 -2.2
ROUS Hartford Multifactor US Equity ETF 19.9 19 -19 7.9 +0.8
FNDX Schwab Fundamental U.S. Large Co. Index ETF 19.9 25 -25 7.6 +0.5
VDC Vanguard Consumer Staples Index Fund 19.7 10 -10 5.5 -1.7
FSTA Fidelity MSCI Consumer Staples Index ETF 19.7 8 -8 5.4 -1.7
XLP Consumer Staples Select Sector SPDR Fund 19.7 10 -10 5.4 -1.8
KXI iShares Global Consumer Staples ETF 19.7 40 -40 5.3 -1.9
VTV Vanguard Value Index Fund 19.5 4 -4 7.6 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 19.4 19 -19 6.7 -0.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 19.4 18 -18 4.9 -2.3
JEPI JPMorgan Equity Premium Income ETF 19.4 35 -35 5.6 -1.6
IVSG Invesco Select Growth ETF 19.4 48 -48 4.1 -3.1
JHMS John Hancock Multifactor Consumer Staples ETF 19.3 40 -40 0.0 -7.2
RESP WisdomTree US ESG Fund of Benef Interest 19.3 28 -28 7.3 +0.2
TOK iShares MSCI Kokusai ETF 19.2 25 -25 6.5 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 19.2 9 -9 6.7 -0.5
DHS WisdomTree U.S. High Dividend Fund 19.0 38 -38 8.2 +1.0
LRGE ClearBridge Large Cap Growth ESG ETF 19.0 59 -59 4.2 -3.0
HART IQ Healthy Hearts ETF 18.9 45 -45 5.8 -1.4
SPMO Invesco S&P 500 Momentum ETF 18.9 13 -13 6.1 -1.1
IVE iShares S&P 500 Value ETF 18.9 18 -18 6.8 -0.4
VOOV Vanguard S&P 500 Value ETF 18.9 10 -10 6.9 -0.3
SPYV SPDR Portfolio S&P 500 Value ETF 18.8 4 -4 6.9 -0.2
SCHG Schwab U.S. Large-Cap Growth ETF 18.7 40 -40 4.7 -2.5
QWLD SPDR MSCI World StrategicFactors ETF 18.6 30 -30 7.0 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 18.5 4 -4 7.3 +0.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 18.4 25 -25 7.5 +0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 18.4 18 -18 6.2 -1.0
AVUS Avantis U.S. Equity ETF 18.4 15 -15 6.9 -0.2
URTH iShares MSCI World ETF 18.4 24 -24 6.6 -0.6
GFGF Guru Favorite Stocks ETF 18.2 65 -65 6.6 -0.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 18.2 25 -25 6.4 -0.7
DIVZ TrueShares Low Volatility Equity Income ETF 18.2 65 -65 10.2 +3.0
AVLV Avantis U.S. Large Cap Value ETF 18.1 15 -15 8.6 +1.5
JHML John Hancock Multifactor Large Cap ETF 18.0 29 -29 6.5 -0.7
PLAT WisdomTree Modern Tech Platforms Fund 18.0 20 -20 -0.1 -7.3
IYW iShares U.S. Technology ETF 18.0 39 -39 6.3 -0.9
WKLY SoFi Weekly Dividend ETF 17.9 49 -49 8.3 +1.2
IUSV iShares Core S&P U.S. Value ETF 17.8 4 -4 7.0 -0.2
WRND IQ Global Equity R&D Leaders ETF 17.7 18 -18 8.6 +1.5
AFLG First Trust Active Factor Large Cap ETF 17.5 55 -55 7.2 +0.0
USMV iShares Edge MSCI Min Vol USA ETF 17.5 15 -15 6.0 -1.2
FSST Fidelity Sustainability U.S. Equity ETF 17.4 59 -59 6.1 -1.1
VEGN US Vegan Climate ETF 17.3 60 -60 6.0 -1.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 17.1 65 -65 6.9 -0.2
SDGA Impact Shares Sustainable Development Goals Global ETF 17.0 75 -75 7.2 0.0
MMLG First Trust Multi-Manager Large Growth ETF 16.9 85 -85 3.0 -4.2
ACWI iShares MSCI ACWI ETF 16.9 32 -32 6.7 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 16.7 39 -39 7.5 +0.3
JAVA JPMorgan Active Value ETF 16.7 44 -44 6.6 -0.6
HKND Humankind US Stock ETF 16.7 11 -11 7.6 +0.5
KNGS UPHOLDINGS Compound Kings ETF 16.6 60 -60 5.1 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 16.5 12 -12 6.4 -0.8
CACG ClearBridge All Cap Growth ETF 16.5 53 -53 4.4 -2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 16.4 9 -9 6.4 -0.8
PY Principal Shareholder Yield Index ETF 16.4 15 -15 7.4 +0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 16.4 20 -20 6.9 -0.3
ESGS Columbia Sustainable U.S. Equity Income ETF 16.3 35 -35 7.6 +0.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 16.3 69 -69 7.2 +0.0
PWV Invesco Dynamic Large Cap Value ETF 16.3 58 -58 7.8 +0.6
METV Roundhill Ball Metaverse ETF 16.2 59 -59 5.4 -1.7
SQEW LeaderShares Equity Skew ETF 16.2 75 -75 5.4 -1.8
KRMA Global X Conscious Companies ETF 16.1 43 -43 6.4 -0.8
GBLO Global Beta Low Beta ETF 16.1 29 -29 0.0 -7.2
LVHD Legg Mason Low Volatility High Dividend ETF 16.0 27 -27 7.8 +0.7
LEAD Siren DIVCON Leaders Dividend ETF 15.9 43 -43 7.9 +0.7
VIRS Pacer BioThreat Strategy ETF 15.9 70 -70 7.1 -0.1
UBCB UBC Algorithmic Fundamentals ETF 15.9 75 -75 5.3 -1.9
SAMT Strategas Macro Thematic Opportunities ETF 15.9 65 -65 3.7 -3.5
PJP Invesco Dynamic Pharmaceuticals ETF 15.8 58 -58 10.7 +3.6
RWL Invesco S&P 500 Revenue ETF 15.8 39 -39 7.1 -0.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 15.8 21 -21 4.5 -2.7
AILV Alpha Intelligent - Large Cap Value ETF 15.7 85 -85 6.4 -0.7
RDVY First Trust Rising Dividend Achievers ETF 15.6 50 -50 9.0 +1.8
IYK iShares U.S. Consumer Goods ETF 15.6 39 -39 5.7 -1.5
VSDA VictoryShares Dividend Accelerator ETF 15.6 35 -35 6.5 -0.7
CGGR Capital Group Growth ETF 15.5 39 -39 4.7 -2.5
VERS ProShares Metaverse ETF 15.4 58 -58 -4.4 -11.5
XLV Health Care Select Sector SPDR Fund 15.3 10 -10 8.1 +0.9
JHMT John Hancock Multifactor Technology ETF 15.3 40 -40 0.0 -7.2
ANEW ProShares MSCI Transformational Changes ETF 15.3 45 -45 5.0 -2.2
ITAN Sparkline Intangible Value ETF 15.3 50 -50 7.7 +0.5
VT Vanguard Total World Stock ETF 15.2 7 -7 6.7 -0.4
CARZ First Trust NASDAQ Global Auto Index Fund 15.2 70 -70 6.0 -1.2
PEXL Pacer US Export Leaders ETF 15.2 60 -60 6.8 -0.4
IYH iShares U.S. Healthcare ETF 15.2 39 -39 7.1 -0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 15.2 25 -25 7.2 -0.0
NULG Nuveen ESG Large-Cap Growth ETF 15.1 25 -25 5.1 -2.1
NTZG Nuveen Global Net Zero Transition ETF 15.1 55 -55 5.6 -1.6
AHOY Newday Ocean Health ETF 15.1 75 -75 5.7 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 15.0 12 -12 6.3 -0.9
ARVR First Trust Indxx Metaverse ETF 15.0 70 -70 6.3 -0.9
REVS Columbia Research Enhanced Value ETF 14.9 19 -19 8.9 +1.7
FHLC Fidelity MSCI Health Care Index ETF 14.9 8 -8 6.3 -0.8
FLV American Century Focused Large Cap Value ETF 14.9 42 -42 7.1 -0.1
VHT Vanguard Health Care Index Fund 14.9 10 -10 6.4 -0.8
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 14.8 40 -40 5.9 -1.2
AIQ Global X Future Analytics Tech ETF 14.8 68 -68 5.5 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 14.7 35 -35 6.3 -0.9
SFYF SoFi 50 ETF 14.7 29 -29 -3.6 -10.8
NUDV Nuveen ESG Dividend ETF 14.6 25 -25 7.4 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 14.5 12 -12 8.1 +0.9
KOCG FIS Knights of Columbus Global Belief ETF 14.5 75 -75 7.7 +0.5
MOTE VanEck Morningstar ESG Moat ETF 14.5 49 -49 6.4 -0.8
DEW WisdomTree Global High Dividend Fund 14.4 58 -58 9.8 +2.7
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 14.3 75 -75 5.8 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 14.3 45 -45 9.4 +2.2
IXJ iShares Global Healthcare ETF 14.2 40 -40 7.4 +0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 14.2 56 -56 7.1 -0.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 14.1 49 -49 6.5 -0.6
NZRO Strategy Shares Halt Climate Change ETF 14.1 95 -95 1.8 -5.4
IWD iShares Russell 1000 Value ETF 14.0 18 -18 7.2 +0.1
VONV Vanguard Russell 1000 Value Index Fund 13.9 8 -8 7.3 +0.2
IYC iShares U.S. Consumer Services ETF 13.9 39 -39 4.1 -3.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 13.7 70 -70 5.3 -1.9
FBCG Fidelity Blue Chip Growth ETF 13.7 59 -59 2.9 -4.2
JVAL JPMorgan U.S. Value Factor ETF 13.5 12 -12 9.2 +2.0
MILN Global X Millennial Consumer ETF 13.3 50 -50 3.0 -4.2
ACSI American Customer Satisfaction Core Alpha ETF 13.3 65 -65 4.6 -2.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 13.3 75 -75 6.9 -0.3
LGLV SPDR Russell 1000 Low Volatility ETF 13.3 12 -12 5.6 -1.5
IYJ iShares U.S. Industrials ETF 13.1 39 -39 5.9 -1.2
BUZZ VanEck Social Sentiment ETF 13.1 75 -75 1.6 -5.6
RNDV US Equity Dividend Select ETF 13.0 50 -50 9.1 +1.9
QDIV Global X S&P 500 Quality Dividend ETF 13.0 20 -20 8.8 +1.7
TMDV ProShares Russell US Dividend Growers ETF 12.9 36 -36 5.9 -1.3
CGGO Capital Group Global Growth Equity ETF 12.8 47 -47 4.4 -2.7
VR Global X Metaverse ETF 12.7 50 -50 8.6 +1.4
DFND Siren DIVCON Dividend Defender ETF 12.5 150 -150 6.8 -0.4
PSL Invesco DWA Consumer Staples Momentum ETF 12.4 60 -60 4.5 -2.7
PXQ Invesco Dynamic Networking ETF 12.3 63 -63 5.6 -1.5
BUYZ Franklin Disruptive Commerce ETF 12.3 50 -50 2.7 -4.5
FMIL Fidelity New Millennium ETF 12.3 59 -59 6.6 -0.6
VFMV Vanguard U.S. Minimum Volatility ETF 12.3 13 -13 6.6 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 12.3 50 -50 8.1 +1.0
RTH VanEck Retail ETF 12.2 35 -35 6.0 -1.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 12.2 50 -50 2.8 -4.4
UGCE Uncommon Portfolio Design Core Equity ETF 12.2 65 -65 0.0 -7.2
LCG Sterling Capital Focus Equity ETF 12.2 59 -59 5.3 -1.9
NULV Nuveen ESG Large-Cap Value ETF 12.2 25 -25 7.8 +0.6
SOXQ Invesco PHLX Semiconductor ETF 12.1 19 -19 8.1 +0.9
SOXX iShares PHLX Semiconductor ETF 12.1 40 -40 8.0 +0.9
SMH VanEck Semiconductor ETF 12.1 35 -35 7.8 +0.6
PSI Invesco Dynamic Semiconductors ETF 12.1 56 -56 7.3 +0.1
PPH VanEck Pharmaceutical ETF 11.9 35 -35 12.6 +5.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 11.9 60 -60 11.6 +4.4
IHE iShares U.S. Pharmaceuticals ETF 11.9 39 -39 10.1 +2.9
FTXL First Trust Nasdaq Semiconductor ETF 11.9 60 -60 9.3 +2.2
JHMH John Hancock Multifactor Healthcare ETF 11.7 40 -40 0.0 -7.2
XPH SPDR S&P Pharmaceuticals ETF 11.6 35 -35 1.6 -5.6
CLRG IQ Chaikin U.S. Large Cap ETF 11.6 25 -25 6.4 -0.8
QGRO American Century STOXX U.S. Quality Growth ETF 11.5 29 -29 6.0 -1.2
VALQ American Century STOXX U.S. Quality Value ETF 11.5 29 -29 10.0 +2.9
DEF Invesco Defensive Equity ETF 11.5 55 -55 6.0 -1.2
UAV AdvisorShares Drone Technology ETF 11.5 99 -99 4.7 -2.4
ORFN Constrained Capital ESG Orphans ETF 11.5 75 -75 5.7 -1.5
STLV iShares Factors US Value Style ETF 11.5 25 -25 9.5 +2.3
UVDV UVA Dividend Value ETF 11.4 80 -80 7.3 +0.1
BUL Pacer US Cash Cows Growth ETF 11.4 60 -60 9.6 +2.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 11.3 55 -55 4.5 -2.7
IYG iShares US Financial Services ETF 11.2 39 -39 7.9 +0.7
RUFF Alpha Dog ETF 11.2 90 -90 5.7 -1.5
IUSA Amberwave Invest USA JSG Fund 11.0 67 -67 6.4 -0.7
DSTL Distillate US Fundamental Stability & Value ETF 10.9 39 -39 7.7 +0.5
KOIN Innovation Shares NextGen Protocol ETF 10.9 75 -75 7.8 +0.6
RYT Invesco S&P 500 Equal Weight Technology ETF 10.8 40 -40 7.1 -0.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.8 60 -60 5.5 -1.7
SHE SPDR SSGA Gender Diversity Index ETF 10.7 20 -20 6.4 -0.8
XLY Consumer Discretionary Select Sector SPDR Fund 10.7 10 -10 5.3 -1.9
DGT SPDR Global Dow ETF 10.6 50 -50 7.8 +0.6
ACWV iShares MSCI Global Min Vol Factor ETF 10.6 20 -20 6.9 -0.3
FDG American Century Focused Dynamic Growth ETF 10.4 45 -45 3.2 -4.0
GGRW Gabelli Growth Innovators ETF 10.3 90 -90 3.8 -3.4
GK AdvisorShares Gerber Kawasaki ETF 10.2 81 -81 5.0 -2.2
GBDV Global Beta Smart Income ETF 10.2 29 -29 0.0 -7.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 10.1 60 -60 3.4 -3.8
FDWM Fidelity Women's Leadership ETF 10.1 59 -59 6.1 -1.1
VCR Vanguard Consumer Discretionary Index Fund 10.0 10 -10 5.5 -1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 9.9 8 -8 5.5 -1.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 9.8 68 -68 -0.9 -8.0
RXI iShares Global Consumer Discretionary ETF 9.8 40 -40 6.2 -0.9
SPDV AAM S&P 500 High Dividend Value ETF 9.7 29 -29 11.2 +4.1
GVIP Goldman Sachs Hedge Industry VIP ETF 9.7 45 -45 5.1 -2.0
OALC OneAscent Large Cap Core ETF 9.7 76 -76 6.5 -0.7
PINK Simplify Health Care ETF 9.6 50 -50 4.7 -2.5
WFH Direxion Work From Home ETF 9.6 45 -45 0.0 -7.2
RNLC Large Cap US Equity Select ETF 9.6 60 -60 7.1 -0.0
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 9.4 39 -39 6.5 -0.6
EQUL IQ Engender Equality ETF 9.3 45 -45 7.3 +0.1
JMIN JPMorgan U.S. Minimum Volatility ETF 9.2 12 -12 0.0 -7.2
HLGE Hartford Longevity Economy ETF 9.1 44 -44 8.0 +0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.0 25 -25 5.8 -1.3
PUNK Subversive Metaverse ETF 8.9 75 -75 2.6 -4.6
DRIV Global X Autonomous & Electric Vehicles ETF 8.7 68 -68 4.8 -2.4
PTF Invesco DWA Technology Momentum ETF 8.7 60 -60 3.6 -3.6
PDP Invesco DWA Momentum ETF 8.7 62 -62 4.8 -2.3
SDOG ALPS Sector Dividend Dogs ETF 8.7 40 -40 9.7 +2.5
DVY iShares Select Dividend ETF 8.7 39 -39 9.0 +1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.7 57 -57 5.8 -1.4
XSD SPDR S&P Semiconductor ETF 8.6 35 -35 7.1 -0.1
EGIS 2nd Vote Society Defended ETF 8.5 75 -75 7.2 0.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.4 15 -15 6.4 -0.8
SDY SPDR S&P Dividend ETF 8.4 35 -35 6.6 -0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.4 35 -35 6.0 -1.2
FMET Fidelity Metaverse ETF 8.3 39 -39 6.4 -0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.3 15 -15 13.7 +6.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.3 60 -60 5.5 -1.7
TIME Clockwise Capital Innovation ETF 8.3 95 -95 3.7 -3.5
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 8.3 45 -45 6.0 -1.2
ACWF iShares MSCI Global Multifactor ETF 8.3 35 -35 9.4 +2.2
PNQI Invesco NASDAQ Internet ETF 8.2 60 -60 3.6 -3.6
SUBS Fount Subscription Economy ETF 8.1 70 -70 5.4 -1.7
JOET Virtus Terranova US Quality Momentum ETF 8.1 29 -29 6.6 -0.6
IDRV iShares Self-driving EV & Tech ETF 8.1 47 -47 7.7 +0.5
FDN First Trust Dow Jones Internet Index Fund 8.1 51 -51 3.3 -3.8
FBCV Fidelity Blue Chip Value ETF 8.1 59 -59 7.0 -0.2
IPAY ETFMG Prime Mobile Payments ETF 8.0 75 -75 9.1 +1.9
ETPA Ecofin Digital Payments Infrastructure Fund 8.0 40 -40 7.5 +0.4
AVDR AVDR US LargeCap Leading ETF 8.0 60 -60 0.0 -7.2
KLCD KFA Large Cap Quality Dividend Index ETF 8.0 40 -40 6.4 -0.7
VNSE Natixis Vaughan Nelson Select ETF 8.0 80 -80 3.9 -3.3
TRFK Pacer Data and Digital Revolution ETF 8.0 60 -60 6.2 -1.0
CIBR First Trust NASDAQ CEA Cybersecurity ETF 8.0 60 -60 4.5 -2.7
PBJ Invesco Dynamic Food & Beverage ETF 8.0 63 -63 5.3 -1.9
SPLV Invesco S&P 500 Low Volatility ETF 7.9 25 -25 5.9 -1.3
APXH Apex Healthcare ETF 7.9 90 -90 8.7 +1.5
WUGI Esoterica NextG Economy ETF 7.9 75 -75 2.8 -4.4
FTXG First Trust Nasdaq Food & Beverage ETF 7.9 60 -60 5.8 -1.4
RPG Invesco S&P 500 Pure Growth ETF 7.8 35 -35 7.3 +0.1
XLI Industrial Select Sector SPDR Fund 7.8 10 -10 5.8 -1.4
JHMC John Hancock Multifactor Consumer Discretionary ETF 7.8 40 -40 0.0 -7.2
JDIV JPMorgan U.S. Dividend ETF 7.8 12 -12 0.0 -7.2
MVPS Amplify Thematic All-Stars ETF 7.7 49 -49 2.3 -4.8
JHMF John Hancock Multifactor Financials ETF 7.7 40 -40 0.0 -7.2
FTC First Trust Large Cap Growth AlphaDEX Fund 7.6 59 -59 4.8 -2.3
SPGP Invesco S&P 500 GARP ETF 7.6 36 -36 9.0 +1.8
TRFM AAM Transformers ETF 7.6 49 -49 2.6 -4.6
FIVG Defiance Next Gen Connectivity ETF 7.5 30 -30 6.8 -0.4
SSPY Syntax Stratified LargeCap ETF 7.4 30 -30 7.0 -0.2
ABEQ Absolute Core Strategy ETF 7.4 85 -85 4.5 -2.7
AGNG Global X Aging Population ETF 7.4 50 -50 4.1 -3.1
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 7.3 58 -58 4.2 -3.0
PFI Invesco DWA Financial Momentum ETF 7.3 60 -60 6.7 -0.4
HAPY Harbor Corporate Culture Leaders ETF 7.1 36 -36 2.8 -4.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.0 20 -20 7.4 +0.3
HVAL ALPS Hillman Active Value ETF 6.9 55 -55 7.7 +0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.9 65 -65 9.9 +2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.9 65 -65 5.1 -2.1
QTUM Defiance Quantum ETF 6.8 40 -40 4.9 -2.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.8 60 -60 7.5 +0.4
RYH Invesco S&P 500 Equal Weight Health Care ETF 6.7 40 -40 8.3 +1.2
MTVR Fount Metaverse ETF 6.7 70 -70 7.2 0.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.7 18 -18 8.1 +1.0
AOTG AOT Growth and Innovation ETF 6.7 75 -75 3.4 -3.8
VFQY Vanguard U.S. Quality Factor ETF 6.6 13 -13 8.2 +1.0
FIDU Fidelity MSCI Industrials Index ETF 6.6 8 -8 5.8 -1.4
TMFG Motley Fool Global Opportunities ETF 6.6 85 -85 4.4 -2.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 6.6 35 -35 9.5 +2.4
FVD First Trust Value Line Dividend Index Fund 6.6 67 -67 6.2 -1.0
VIS Vanguard Industrials Index Fund 6.5 10 -10 5.4 -1.7
GURU Global X Guru Index ETF 6.5 75 -75 3.8 -3.4
VBB Valkyrie Balance Sheet Opportunities ETF 6.4 75 -75 -2.7 -9.9
XT iShares Exponential Technologies ETF 6.4 46 -46 4.2 -3.0
CLNR IQ Cleaner Transport ETF 6.4 45 -45 7.3 +0.1
EQOP Natixis U.S. Equity Opportunities ETF 6.4 85 -85 6.1 -1.1
VFMO Vanguard U.S. Momentum Factor ETF 6.2 13 -13 2.9 -4.3
IDAT iShares Cloud 5G and Tech ETF 6.1 47 -47 6.2 -1.0
PEY Invesco High Yield Equity Dividend Achievers ETF 6.1 53 -53 8.5 +1.3
SKYY First Trust Cloud Computing ETF 6.1 60 -60 3.9 -3.3
XDAT Franklin Exponential Data ETF 6.1 50 -50 4.0 -3.2
GBUY Goldman Sachs Future Consumer Equity ETF 6.0 75 -75 3.3 -3.8
OCEN IQ Clean Oceans ETF 6.0 45 -45 6.9 -0.2
VFMF Vanguard U.S. Multifactor ETF 6.0 18 -18 9.2 +2.0
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.0 20 -20 7.8 +0.6
FPAG FPA Global Equity ETF 5.9 49 -49 6.8 -0.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 5.8 35 -35 6.9 -0.3
WDNA WisdomTree BioRevolution Fund 5.7 45 -45 -3.8 -11.0
FXG First Trust Consumer Staples AlphaDEX Fund 5.7 64 -64 6.6 -0.6
NXTG First Trust Indxx NextG ETF 5.7 70 -70 7.1 -0.1
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.6 40 -40 4.2 -3.0
SDEI Sound Equity Income ETF 5.6 45 -45 10.0 +2.8
PWC Invesco Dynamic Market ETF 5.5 60 -60 7.0 -0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.4 45 -45 2.4 -4.8
COWZ Pacer US Cash Cows 100 ETF 5.4 49 -49 11.3 +4.2
OGIG O'Shares Global Internet Giants ETF 5.3 48 -48 0.4 -6.8
ZIG The Acquirers Fund 5.3 89 -89 17.1 +10.0
GENY Principal Millennials Index ETF 5.2 45 -45 5.0 -2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.2 9 -9 6.5 -0.7
IQM Franklin Intelligent Machines ETF 5.2 50 -50 3.8 -3.4
FDIG Fidelity Crypto Industry and Digital Payments ETF 5.2 39 -39 2.4 -4.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.2 60 -60 5.4 -1.8
RSP Invesco S&P 500 Equal Weight ETF 5.1 20 -20 6.7 -0.5
USMF WisdomTree U.S. Multifactor Fund 5.0 28 -28 8.1 +0.9
BAD B.A.D. ETF 5.0 75 -75 3.0 -4.2
DFUV Dimensional US Marketwide Value ETF 5.0 23 -23 8.4 +1.2
AILG Alpha Intelligent - Large Cap Growth ETF 5.0 85 -85 4.5 -2.6
BOUT Innovator IBD Breakout Opportunities ETF 5.0 80 -80 5.2 -1.9
WTV WisdomTree US Value Fund 4.9 12 -12 9.2 +2.0
FXH First Trust Health Care AlphaDEX Fund 4.9 61 -61 7.4 +0.3
EXI iShares Global Industrials ETF 4.9 40 -40 6.1 -1.1
GCOW Pacer Global High Dividend ETF 4.7 60 -60 12.6 +5.5
INNO Harbor Disruptive Innovation ETF 4.7 75 -75 -3.7 -10.9
TWEB SoFi Web 3 ETF 4.7 59 -59 -5.5 -12.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 4.6 63 -63 4.3 -2.8
ENTR Entrepreneur 30 Fund 4.6 49 -49 3.2 -4.0
PRNT The 3D Printing ETF 4.6 66 -66 -4.5 -11.7
FITE SPDR Kensho Future Security ETF 4.6 45 -45 3.8 -3.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 4.5 47 -47 -0.2 -7.4
HOMZ Hoya Capital Housing ETF 4.3 30 -30 10.3 +3.2
LUXE Emles Luxury Goods ETF 4.2 60 -60 0.0 -7.2
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -59 7.3 +0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.2 38 -38 6.9 -0.3
IXP iShares Global Comm Services ETF 4.1 40 -40 9.5 +2.3
XLC Communication Services Select Sector SPDR Fund 4.1 10 -10 9.4 +2.2
VOX Vanguard Telecommunication Services Index Fund 4.1 10 -10 7.2 +0.1
FCOM Fidelity MSCI Telecommunication Services Index ETF 4.1 8 -8 7.2 +0.0
SOCL Global X Social Media ETF 4.1 65 -65 0.5 -6.7
JSTC Adasina Social Justice All Cap Global ETF 4.1 89 -89 6.4 -0.8
FXL First Trust Technology AlphaDEX Fund 4.1 61 -61 8.2 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 4.1 9 -9 6.2 -1.0
ITB iShares U.S. Home Construction ETF 4.1 39 -39 15.4 +8.3
XHB SPDR S&P Homebuilders ETF 4.1 45 -45 12.3 +5.1
PKB Invesco Dynamic Building & Construction ETF 4.1 60 -60 11.8 +4.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.1 75 -75 6.5 -0.6
IGV iShares Expanded Tech-Software ETF 4.1 40 -40 4.3 -2.8
CBSE Changebridge Capital Sustainable Equity ETF 4.1 85 -85 0.8 -6.4
MOTG VanEck Morningstar Global Wide Moat ETF 4.0 52 -52 6.7 -0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.0 82 -82 6.1 -1.1
PEJ Invesco Dynamic Leisure & Entertainment ETF 4.0 55 -55 4.7 -2.4
PAWZ ProShares Pet Care ETF 4.0 50 -50 3.9 -3.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.0 30 -30 9.2 +2.0
IYZ iShares U.S. Telecommunications ETF 4.0 39 -39 10.1 +3.0
IGN iShares North American Tech-Multimedia Networking ETF 4.0 40 -40 5.8 -1.3
HACK ETFMG Prime Cyber Security ETF 4.0 60 -60 4.5 -2.7
GDOC Goldman Sachs Future Health Care Equity ETF 4.0 75 -75 1.7 -5.5
PTH Invesco DWA Healthcare Momentum ETF 4.0 60 -60 -1.1 -8.2
SUPL ProShares Supply Chain Logistics ETF 4.0 58 -58 15.9 +8.8
SHPP Pacer Industrials and Logistics ETF 4.0 60 -60 10.2 +3.0
IYT iShares Transportation Average ETF 4.0 39 -39 3.0 -4.2
IHI iShares U.S. Medical Devices ETF 3.9 39 -39 4.7 -2.5
GNR SPDR S&P Global Natural Resources ETF 3.9 40 -40 8.6 +1.4
GRES IQ Global Resources ETF 3.9 30 -30 8.0 +0.8
FILL iShares MSCI Global Energy Producers ETF 3.9 39 -39 7.7 +0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.9 46 -46 7.6 +0.5
HAP VanEck Natural Resources ETF 3.9 49 -49 7.6 +0.4
IXC iShares Global Energy ETF 3.9 40 -40 6.8 -0.3
FTXN First Trust Nasdaq Oil & Gas ETF 3.9 60 -60 6.3 -0.9
XLE Energy Select Sector SPDR Fund 3.9 10 -10 5.9 -1.2
FENY Fidelity MSCI Energy Index ETF 3.9 8 -8 5.6 -1.5
NANR SPDR S&P North American Natural Resources ETF 3.9 35 -35 5.6 -1.6
VDE Vanguard Energy Index Fund 3.9 10 -10 5.6 -1.6
RYE Invesco S&P 500 Equal Weight Energy ETF 3.9 40 -40 5.5 -1.6
IGE iShares North American Natural Resources ETF 3.9 40 -40 5.5 -1.7
IYE iShares U.S. Energy ETF 3.9 39 -39 5.3 -1.9
JHME John Hancock Multifactor Energy ETF 3.9 40 -40 0.0 -7.2
BFOR Barron's 400 ETF 3.9 65 -65 8.7 +1.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 -75 6.1 -1.1
MOAT VanEck Morningstar Wide Moat ETF 3.9 47 -47 6.3 -0.9
SIZE iShares MSCI USA Size Factor ETF 3.8 15 -15 6.0 -1.2
ITA iShares U.S. Aerospace & Defense ETF 3.8 39 -39 5.0 -2.2
PPA Invesco Aerospace & Defense ETF 3.8 61 -61 4.5 -2.7
XAR SPDR S&P Aerospace & Defense ETF 3.8 35 -35 3.0 -4.1
ROKT SPDR S&P Kensho Final Frontiers ETF 3.8 45 -45 2.6 -4.5
FEDX Emles Federal Contractors ETF 3.8 60 -60 0.0 -7.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.8 63 -63 3.5 -3.7
SNSR Global X Internet of Things Thematic ETF 3.8 68 -68 4.5 -2.6
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -47 4.6 -2.6
WGRO WisdomTree U.S. Growth & Momentum Fund 3.8 55 -55 7.2 +0.1
TOKE Cambria Cannabis ETF 3.7 42 -42 -10.3 -17.4
JHMI John Hancock Multifactor Industrials ETF 3.7 40 -40 0.0 -7.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 3.6 35 -35 7.7 +0.6
FTXR First Trust Nasdaq Transportation ETF 3.6 60 -60 6.3 -0.9
SAGP Strategas Global Policy Opportunities ETF 3.6 65 -65 7.5 +0.3
KONG Formidable Fortress ETF 3.6 89 -89 5.9 -1.3
FPX First Trust US IPO Index Fund 3.5 57 -57 1.7 -5.5
ICAP InfraCap Equity Income Fund ETF 3.5 80 -80 9.5 +2.3
KOMP SPDR Kensho New Economies Composite ETF 3.5 20 -20 0.7 -6.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.4 78 -78 10.7 +3.5
CNCR Loncar Cancer Immunotherapy ETF 3.4 79 -79 -4.2 -11.4
XTL SPDR S&P Telecom ETF 3.4 35 -35 6.0 -1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.4 35 -35 9.5 +2.4
MAGA Point Bridge GOP Stock Tracker ETF 3.4 72 -72 6.1 -1.0
PSYK PSYK ETF 3.4 75 -75 -153.5 -160.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.3 29 -29 7.8 +0.6
JHCS John Hancock Multifactor Media & Communications ETF 3.3 40 -40 0.0 -7.2
PBS Invesco Dynamic Media ETF 3.3 63 -63 24.6 +17.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 3.3 69 -69 7.3 +0.1
SPHB Invesco S&P 500 High Beta ETF 3.3 25 -25 4.4 -2.8
VLUE iShares MSCI USA Value Factor ETF 3.3 15 -15 12.3 +5.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.3 60 -60 5.5 -1.7
WLDR Affinity World Leaders Equity ETF 3.3 67 -67 9.4 +2.2
LOUP Innovator Loup Frontier Tech ETF 3.3 70 -70 7.3 +0.1
CWS AdvisorShares Focused Equity ETF 3.2 66 -66 5.5 -1.7
GAMR ETFMG Video Game Tech ETF 3.2 75 -75 8.5 +1.4
SPRX Spear Alpha ETF 3.2 75 -75 2.1 -5.1
GERM ETFMG Treatments Testing and Advancements ETF 3.2 68 -68 -7.7 -14.9
DUSA Davis Select U.S. Equity ETF 3.1 61 -61 10.5 +3.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.1 35 -35 6.9 -0.3
DTEC ALPS Disruptive Technologies ETF 3.0 50 -50 4.3 -2.9
XLF Financial Select Sector SPDR Fund 3.0 10 -10 7.9 +0.8
SEA U.S. Global Sea to Sky Cargo ETF 3.0 60 -60 27.6 +20.5
LYFE 2nd Vote Life Neutral Plus ETF 2.9 75 -75 7.8 +0.7
BLOK Amplify Transformational Data Sharing ETF 2.9 71 -71 2.0 -5.2
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 2.9 40 -40 10.0 +2.8
ISHP First Trust S-Network E-Commerce ETF 2.9 60 -60 6.0 -1.2
PXI Invesco DWA Energy Momentum ETF 2.9 60 -60 6.9 -0.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.9 80 -80 0.0 -7.2
SPYD SPDR S&P 500 High Dividend ETF 2.8 7 -7 10.8 +3.6
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.8 40 -40 4.7 -2.5
IYF iShares U.S. Financials ETF 2.8 39 -39 7.7 +0.6
GVLU Gotham 1000 Value ETF 2.8 50 -50 10.1 +2.9
SDG iShares Sustainable MSCI Global Impact ETF 2.8 49 -49 8.9 +1.7
UFO Procure Space ETF 2.8 75 -75 2.3 -4.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 -20 6.5 -0.7
DWLD Davis Select Worldwide ETF 2.6 62 -62 9.6 +2.5
HAIL SPDR S&P Kensho Smart Mobility ETF 2.5 45 -45 -1.6 -8.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.5 17 -17 7.9 +0.7
VFH Vanguard Financials Index Fund 2.5 10 -10 8.4 +1.2
FNCL Fidelity MSCI Financials Index ETF 2.5 8 -8 8.4 +1.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.5 60 -60 -31.8 -38.9
MRAD SmartETFs Advertising & Marketing Technology ETF 2.5 68 -68 4.5 -2.7
IWFH iShares Virtual Work and Life Multisector ETF 2.3 47 -47 -1.3 -8.5
XRT SPDR S&P Retail ETF 2.2 35 -35 5.3 -1.8
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.2 35 -35 6.8 -0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 49 -49 7.1 -0.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.2 61 -61 8.3 +1.2
SPVM Invesco S&P 500 Value with Momentum ETF 2.0 39 -39 8.8 +1.7
DBLV AdvisorShares DoubleLine Value Equity ETF 2.0 91 -91 11.0 +3.8
CLOU Global X Cloud Computing ETF 2.0 68 -68 2.0 -5.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.9 45 -45 1.1 -6.1
XTN SPDR S&P Transportation ETF 1.9 35 -35 1.1 -6.1
MJ ETFMG Alternative Harvest ETF 1.9 75 -75 -12.6 -19.8
MDEV First Trust Indxx Medical Devices ETF 1.9 70 -70 3.7 -3.5
ALFA AlphaClone Alternative Alpha ETF 1.9 65 -65 0.0 -7.2
KCE SPDR S&P Capital Markets ETF 1.9 35 -35 9.4 +2.2
KLDW Gavekal Knowledge Leaders Developed World ETF 1.9 75 -75 5.0 -2.2
BITQ Bitwise Crypto Industry Innovators ETF 1.9 85 -85 -4.1 -11.3
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.8 96 -96 4.8 -2.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 -20 8.4 +1.2
FXN First Trust Energy AlphaDEX Fund 1.8 64 -64 15.1 +7.9
DIV Global X SuperDividend US ETF 1.8 45 -45 6.6 -0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.7 60 -60 9.2 +2.0
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.7 85 -85 1.3 -5.9
CVAR Cultivar ETF 1.7 87 -87 8.1 +0.9
FEMA Procure Disaster Recovery Strategy ETF 1.6 75 -75 5.3 -1.8
IXG iShares Global Financials ETF 1.6 40 -40 9.4 +2.2
THNQ ROBO Global Artificial Intelligence ETF 1.6 68 -68 3.1 -4.1
ZGEN Generation Z ETF 1.6 63 -63 -6.1 -13.2
FTA First Trust Large Cap Value AlphaDEX Fund 1.6 59 -59 9.8 +2.6
XSW SPDR S&P Software & Services ETF 1.6 35 -35 3.7 -3.4
VFVA Vanguard U.S. Value Factor ETF 1.6 13 -13 11.8 +4.6
WWOW Direxion World Without Waste ETF 1.6 50 -50 0.0 -7.2
RYJ Invesco Raymond James SB-1 Equity ETF 1.5 81 -81 3.7 -3.5
XHE SPDR S&P Health Care Equipment ETF 1.4 35 -35 0.8 -6.4
XWEB SPDR S&P Internet ETF 1.4 35 -35 -4.5 -11.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.4 65 -65 3.2 -4.0
RYF Invesco S&P 500 Equal Weight Financials ETF 1.4 40 -40 8.4 +1.2
WDIV SPDR Global Dividend ETF 1.3 40 -40 9.7 +2.5
ARKX ARK Space Exploration & Innovation ETF 1.3 75 -75 2.2 -4.9
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.3 68 -68 0.8 -6.3
SYLD Cambria Shareholder Yield ETF 1.3 59 -59 11.1 +3.9
VAMO Cambria Value & Momentum ETF 1.3 64 -64 9.5 +2.4
HELX Franklin Genomic Advancements ETF 1.2 50 -50 0.9 -6.3
ROBO Robo Global Robotics & Automation Index ETF 1.1 95 -95 3.4 -3.8
VICE AdvisorShares Vice ETF 1.1 99 -99 5.0 -2.2
VUSE Vident Core US Equity Fund 1.1 50 -50 10.3 +3.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -75 9.2 +2.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.1 108 -108 4.0 -3.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.1 45 -45 3.7 -3.5
ARKQ Ark Autonomous Tech. & Robotics ETF 1.1 75 -75 1.7 -5.5
CTRU ARK Transparency ETF 1.1 55 -55 0.0 -7.2
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 112 -112 5.0 -2.1
NDIV Amplify Natural Resources Dividend Income ETF 1.0 59 -59 9.4 +2.2
BMED BlackRock Future Health ETF 1.0 85 -85 2.0 -5.2
RPV Invesco S&P 500 Pure Value ETF 1.0 35 -35 9.9 +2.7
EATZ AdvisorShares Restaurant ETF 1.0 99 -99 2.4 -4.8
USVT US Value ETF 1.0 49 -49 11.2 +4.1
BYOB SoFi Be Your Own Boss ETF 1.0 59 -59 -5.8 -13.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.9 20 -20 10.0 +2.8
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -52 6.7 -0.5
EQRR ProShares Equities for Rising Rates ETF 0.8 35 -35 8.3 +1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 69 -69 10.9 +3.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.8 61 -61 7.9 +0.7
GBGR Global Beta Momentum-Growth ETF 0.7 29 -29 0.0 -7.2
VFLQ Vanguard U.S. Liquidity Factor ETF 0.7 13 -13 0.0 -7.2
TPLC Timothy Plan US Large Cap Core ETF 0.7 52 -52 6.3 -0.8
XITK SPDR FactSet Innovative Technology ETF 0.6 45 -45 -3.3 -10.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.6 20 -20 7.9 +0.7
BOSS Global X Founder-Run Companies ETF 0.6 45 -45 2.7 -4.4
YPS Arrow Reverse Cap 500 ETF 0.5 29 -29 6.5 -0.7
FLDZ RiverNorth Volition America Patriot ETF 0.5 70 -70 5.4 -1.7
GLIF AGFiQ Global Infrastructure ETF 0.5 45 -45 5.4 -1.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.4 52 -52 6.7 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 52 -52 5.8 -1.3
FXO First Trust Financials AlphaDEX Fund 0.3 61 -61 10.9 +3.7
BLES Inspire Global Hope Large Cap ETF 0.2 49 -49 6.6 -0.6

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 SFP Core Equity Strategy
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 42.6 %
Divided by: Fwd. P/BV 5.9 x
Less: Expense ratio 0 bp
Equals: ALTAR Score 7.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.44 CATEGORY
AVERAGE		 1.50
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.