SFP Core Equity Strategy
ALTAR
Score™
6.2% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
22.8x P/Sales
ratio
3.7x
P/BV
ratio
6.8x Div.
yield
1.6%


  • 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 10 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) $713,852
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
ALPHABET INC. CLASS C 5.2 %
HOME DEPOT INC 4.1 %
APPLE INC 4.1 %
TJX COMPANIES INC 4.1 %
ELI LILLY & CO 4.1 %
NVIDIA CORP 4.0 %
BROADCOM INC. 4.0 %
JOHNSON & JOHNSON 4.0 %
UNITEDHEALTH GROUP INC 4.0 %
PROCTER & GAMBLE CO/THE 4.0 %
Total 41.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 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) $76,318

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 709 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: 10 bp ALTAR Score™: 6.2%


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 50.9 15 -5 5.6 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 50.5 50 -40 4.4 -1.9
USMC Principal U.S. Mega-Cap ETF 49.9 12 -2 4.5 -1.7
QUAL iShares MSCI USA Quality Factor ETF 48.7 15 -5 5.3 -1.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 48.7 15 -5 5.7 -0.5
DGRW WisdomTree US Quality Dividend Growth Fund 45.8 28 -18 5.9 -0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 43.8 48 -38 5.9 -0.4
DUHP Dimensional US High Profitability ETF 42.3 21 -11 6.5 +0.3
STXD Strive 1000 Dividend Growth ETF 39.5 35 -25 5.0 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 39.1 29 -19 4.3 -2.0
XLG Invesco S&P 500 Top 50 ETF 38.2 20 -10 4.5 -1.7
VIG Vanguard Dividend Appreciation ETF 36.7 6 4 5.6 -0.7
TMFC Motley Fool 100 Index ETF 36.6 50 -40 3.7 -2.5
QDEF FlexShares Quality Dividend Defensive Index Fund 35.8 37 -27 4.0 -2.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 35.6 12 -2 4.5 -1.7
QDF FlexShares Quality Dividend Index Fund 35.5 37 -27 4.2 -2.0
OEF iShares S&P 100 ETF 34.7 20 -10 4.8 -1.4
IWY iShares Russell Top 200 Growth ETF 34.4 20 -10 4.6 -1.6
VSLU Applied Finance Valuation Large Cap ETF 34.2 49 -39 5.5 -0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 34.1 15 -5 4.7 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 33.3 28 -18 5.8 -0.5
ADME Aptus Drawdown Managed Equity ETF 32.9 79 -69 4.1 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 32.9 60 -50 4.7 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 32.6 30 -20 4.8 -1.4
EMOT First Trust S&P 500 Economic Moat ETF 32.6 60 -50 6.7 +0.5
PFM Invesco Dividend Achievers ETF 32.4 53 -43 5.3 -0.9
LRGC AB US Large Cap Strategic Equities ETF 32.3 48 -38 4.6 -1.6
FELG Fidelity Enhanced Large Cap Growth ETF 32.2 18 -8 4.6 -1.6
VONG Vanguard Russell 1000 Growth ETF 32.2 8 2 4.6 -1.7
IWF iShares Russell 1000 Growth ETF 32.2 19 -9 4.5 -1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 32.1 11 -1 4.9 -1.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 32.0 8 2 5.0 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 32.0 7 3 5.0 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 31.9 42 -32 4.8 -1.5
DGRO iShares Core Dividend Growth ETF 31.8 8 2 6.3 +0.1
QQMG Invesco ESG NASDAQ 100 ETF 31.7 20 -10 4.7 -1.6
MGC Vanguard Mega Cap ETF 31.6 7 3 4.9 -1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 31.5 36 -26 4.6 -1.6
FDRR Fidelity Dividend ETF for Rising Rates 31.5 15 -5 7.4 +1.2
XPND First Trust Expanded Technology ETF 31.4 65 -55 4.3 -1.9
VEGN US Vegan Climate ETF 31.4 60 -50 4.5 -1.7
MBCC Monarch Blue Chips Core ETF 31.4 125 -115 3.4 -2.9
LVOL American Century Low Volatility ETF 31.3 29 -19 4.9 -1.3
IWL iShares Russell Top 200 ETF 31.3 15 -5 4.8 -1.5
QLTY GMO U.S. Quality ETF 31.2 50 -40 4.3 -1.9
QQQ Invesco QQQ Trust Series I 31.1 20 -10 4.5 -1.7
QQQM Invesco NASDAQ 100 ETF 31.1 15 -5 4.6 -1.7
JPEF JPMorgan Equity Focus ETF 31.1 50 -40 4.0 -2.2
SHE SPDR MSCI USA Gender Diversity ETF 30.3 20 -10 5.0 -1.2
FTCS First Trust Capital Strength ETF 30.3 55 -45 5.7 -0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 30.3 15 -5 7.3 +1.0
VOOG Vanguard S&P 500 Growth ETF 30.2 10 0 4.6 -1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 30.2 80 -70 5.7 -0.5
IVW iShares S&P 500 Growth ETF 30.2 18 -8 4.5 -1.7
SPYG SPDR Portfolio S&P 500 Growth ETF 30.2 4 6 4.7 -1.6
FELC Fidelity Enhanced Large Cap Core ETF 30.1 18 -8 5.4 -0.9
INEQ Columbia International Equity Income ETF 30.1 45 -35 6.4 +0.1
BGIG Bahl & Gaynor Income Growth ETF 30.0 45 -35 4.9 -1.4
QUS SPDR MSCI USA StrategicFactors ETF 29.9 15 -5 5.7 -0.5
JGRO JPMorgan Active Growth ETF 29.9 44 -34 3.5 -2.7
PWB Invesco Large Cap Growth ETF 29.6 56 -46 3.3 -2.9
WOMN Impact Shares YWCA Women's Empowerment ETF 29.5 75 -65 4.7 -1.6
EDOW First Trust Dow 30 Equal Weight ETF 29.5 50 -40 5.7 -0.6
SNPE Xtrackers S&P 500 ESG ETF 29.5 10 0 5.1 -1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 29.2 19 -9 6.2 0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 29.2 20 -10 4.9 -1.4
FQAL Fidelity Quality Factor ETF 29.1 15 -5 5.8 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 28.9 32 -22 4.9 -1.4
DTD WisdomTree U.S. Total Dividend Fund 28.9 28 -18 6.0 -0.2
SPXN ProShares S&P 500 Ex-Financials ETF 28.9 9 1 5.1 -1.2
LRGF iShares U.S. Equity Factor ETF 28.8 8 2 5.8 -0.5
FLQL Franklin LibertyQ U.S. Equity ETF 28.8 15 -5 5.9 -0.4
SCHG Schwab U.S. Large-Cap Growth ETF 28.8 4 6 4.2 -2.1
IUSG iShares Core S&P U.S. Growth ETF 28.7 4 6 4.7 -1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 28.7 14 -4 5.1 -1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 28.7 9 1 5.0 -1.3
STXG Strive 1000 Growth ETF 28.6 18 -8 4.1 -2.2
ESGU iShares ESG Aware MSCI USA ETF 28.6 15 -5 5.1 -1.2
SUSA iShares MSCI USA ESG Select ETF 28.5 25 -15 5.1 -1.1
MGK Vanguard Mega Cap Growth ETF 28.4 7 3 4.3 -1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 28.4 45 -35 4.6 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 28.4 7 3 5.0 -1.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 28.4 20 -10 4.9 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 28.3 22 -12 3.8 -2.4
XVV iShares ESG Screened S&P 500 ETF 28.3 8 2 4.9 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 28.3 9 1 4.9 -1.3
BTHM BlackRock Future U.S. Themes ETF 28.3 60 -50 4.2 -2.1
STRV Strive 500 ETF 28.3 5 5 4.9 -1.3
VV Vanguard Large-Cap ETF 28.3 4 6 5.0 -1.3
VOO Vanguard S&P 500 ETF 28.2 3 7 5.1 -1.2
SPY SPDR S&P 500 ETF Trust 28.2 9 1 5.0 -1.2
IVV iShares Core S&P 500 ETF 28.2 3 7 5.1 -1.2
NANC Unusual Whales Subversive Democratic Trading ETF 28.2 75 -65 4.0 -2.3
SPLG SPDR Portfolio S&P 500 ETF 28.2 2 8 5.1 -1.2
QLC FlexShares US Quality Large Cap Index Fund 28.1 25 -15 5.4 -0.9
FLRG Fidelity U.S. Multifactor ETF 28.1 15 -5 7.3 +1.1
CACG ClearBridge All Cap Growth ESG ETF 28.1 54 -44 3.7 -2.6
PBUS Invesco MSCI USA ETF 28.1 4 6 5.0 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 28.1 10 0 5.3 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 28.1 10 0 4.5 -1.7
VOTE TCW Transform 500 ETF 28.0 5 5 5.0 -1.3
ESGV Vanguard ESG U.S. Stock ETF 27.9 9 1 4.8 -1.4
SXQG ETC 6 Meridian Quality Growth ETF 27.9 100 -90 4.1 -2.2
LRGE ClearBridge Large Cap Growth ESG ETF 27.9 59 -49 3.5 -2.8
OALC OneAscent Large Cap Core ETF 27.9 86 -76 4.3 -1.9
NACP Impact Shares NAACP Minority Empowerment ETF 27.8 49 -39 5.0 -1.3
ILCB iShares Morningstar U.S. Equity ETF 27.8 3 7 5.0 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 27.7 2 8 5.1 -1.2
CGUS Capital Group Core Equity ETF 27.7 33 -23 4.5 -1.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 27.6 10 0 4.5 -1.8
CAML Congress Large Cap Growth ETF 27.5 66 -56 3.3 -2.9
IGM iShares Expanded Tech Sector ETF 27.5 41 -31 4.3 -2.0
IOO iShares Global 100 ETF 27.4 41 -31 4.9 -1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 27.3 15 -5 4.7 -1.5
SCHX Schwab U.S. Large-Cap ETF 27.2 3 7 5.0 -1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 27.2 12 -2 4.5 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 27.1 29 -19 7.1 +0.9
DFUS Dimensional U.S. Equity ETF 27.1 9 1 5.0 -1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 27.0 40 -30 3.9 -2.3
VONE Vanguard Russell 1000 ETF 27.0 8 2 5.0 -1.3
IWB iShares Russell 1000 ETF 27.0 15 -5 4.9 -1.3
FDVV Fidelity High Dividend ETF 26.9 15 -5 8.9 +2.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 26.9 11 -1 5.0 -1.3
CGGR Capital Group Growth ETF 26.9 39 -29 3.3 -2.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 26.9 3 7 5.2 -1.1
SCHK Schwab 1000 Index ETF 26.8 5 5 5.0 -1.2
DIA SPDR Dow Jones Industrial Average ETF Trust 26.8 16 -6 5.5 -0.7
IYY iShares Dow Jones U.S. ETF 26.8 20 -10 4.9 -1.4
APUE ActivePassive U.S. Equity ETF 26.8 45 -35 4.9 -1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 26.7 0 10 5.1 -1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 26.5 18 -8 4.6 -1.7
VTI Vanguard Total Stock Market ETF 26.4 3 7 4.8 -1.4
QGRW WisdomTree U.S. Quality Growth Fund 26.3 28 -18 4.8 -1.5
IWV iShares Russell 3000 ETF 26.3 20 -10 4.7 -1.5
VTHR Vanguard Russell 3000 ETF 26.3 10 0 4.8 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 26.3 10 0 5.2 -1.0
VUSE Vident U.S. Equity Strategy ETF 26.2 50 -40 4.4 -1.8
SCHB Schwab U.S. Broad Market ETF 26.2 3 7 5.0 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 26.2 10 0 5.2 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 26.1 3 7 4.9 -1.4
FDLO Fidelity Low Volatility Factor ETF 26.1 15 -5 5.2 -1.0
VUG Vanguard Growth ETF 26.1 4 6 4.2 -2.0
ILCG iShares Morningstar Growth ETF 26.1 4 6 4.0 -2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 26.1 15 -5 5.0 -1.3
DFAU Dimensional US Core Equity Market ETF 25.9 12 -2 5.1 -1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 25.8 9 1 5.5 -0.8
LCF Touchstone US Large Cap Focused ETF 25.8 69 -59 4.2 -2.1
DFSU Dimensional US Sustainability Core 1 ETF 25.7 18 -8 5.5 -0.7
RVRB Reverb ETF 25.5 30 -20 4.7 -1.5
BDAIX Baron Durable Advantage 25.5 75 -65 3.7 -2.6
SPXV ProShares S&P 500 Ex-Health Care ETF 25.5 9 1 4.8 -1.5
GSPY Gotham Enhanced 500 ETF 25.5 50 -40 5.1 -1.1
SPMO Invesco S&P 500 Momentum ETF 25.5 13 -3 3.9 -2.3
HDUS Hartford Disciplined US Equity ETF 25.5 19 -9 6.0 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 25.5 29 -19 5.0 -1.3
USSE Segall Bryant & Hamill Select Equity ETF 25.4 65 -55 3.7 -2.5
ACVF American Conservative Values ETF 25.3 75 -65 4.2 -2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 25.3 35 -25 6.4 +0.1
ZECP Zacks Earnings Consistent Portfolio ETF 25.2 55 -45 4.7 -1.5
DVND Touchstone Dividend Select ETF 25.1 67 -57 5.6 -0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 24.9 56 -46 6.0 -0.3
DCOR Dimensional US Core Equity 1 ETF 24.8 14 -4 5.4 -0.8
GGRW Gabelli Growth Innovators ETF 24.7 90 -80 2.5 -3.7
GK AdvisorShares Gerber Kawasaki ETF 24.5 75 -65 3.3 -2.9
XNTK SPDR NYSE Technology ETF 24.5 35 -25 3.8 -2.4
DURA VanEck Durable High Dividend ETF 24.3 29 -19 7.4 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 24.3 21 -11 3.9 -2.4
YLDE ClearBridge Dividend Strategy ESG ETF 24.2 60 -50 5.1 -1.2
FCPI Fidelity Stocks for Inflation ETF 24.2 15 -5 8.3 +2.0
EPS WisdomTree U.S. LargeCap Fund 24.1 8 2 6.0 -0.3
BKWO BNY Mellon Women's Opportunities ETF 24.1 50 -40 4.0 -2.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 24.1 7 3 7.6 +1.4
SFY SoFi Select 500 ETF 24.1 0 10 4.6 -1.6
GDEF Goldman Sachs Defensive Equity ETF 24.1 55 -45 4.6 -1.6
TOK iShares MSCI Kokusai ETF 24.1 26 -16 5.1 -1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 23.9 9 1 5.3 -1.0
RFFC ALPS Active Equity Opportunity ETF 23.8 48 -38 4.1 -2.2
AIQ Global X Artificial Intelligence & Technology ETF 23.8 68 -58 3.9 -2.4
MGV Vanguard Mega Cap Value ETF 23.7 7 3 6.3 +0.1
JQUA JPMorgan U.S. Quality Factor ETF 23.7 12 -2 5.8 -0.5
NULG Nuveen ESG Large-Cap Growth ETF 23.4 26 -16 4.2 -2.0
SCHD Schwab US Dividend Equity ETF 23.4 6 4 9.1 +2.9
GLOF iShares Global Equity Factor ETF 23.4 20 -10 7.0 +0.8
URTH iShares MSCI World ETF 23.4 24 -14 5.3 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 23.3 17 -7 5.5 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 23.3 25 -15 5.4 -0.9
DIVS SmartETFs Dividend Builder ETF 23.3 65 -55 4.9 -1.4
ACSI American Customer Satisfaction ETF 23.2 65 -55 4.5 -1.8
FFLC Fidelity Fundamental Large Cap Core ETF 23.2 38 -28 4.8 -1.4
JGLO JPMorgan Global Select Equity ETF 23.1 33 -23 4.4 -1.8
DFVX Dimensional US Large Cap Vector ETF 23.0 22 -12 6.1 -0.1
KLMT Invesco MSCI Global Climate 500 ETF 23.0 10 0 5.4 -0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 22.9 14 -4 6.0 -0.3
RECS Columbia Research Enhanced Core ETF 22.9 15 -5 5.6 -0.7
DSI iShares MSCI KLD 400 Social ETF 22.9 25 -15 5.1 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 22.8 75 -65 4.2 -2.0
DEMZ Democratic Large Cap Core ETF 22.8 45 -35 4.1 -2.1
XLK Technology Select Sector SPDR Fund 22.7 9 1 5.0 -1.3
SPMV Invesco S&P 500 Minimum Variance ETF 22.7 10 0 5.4 -0.9
IETC iShares U.S. Tech Independence Focused ETF 22.7 18 -8 4.4 -1.9
AFLG First Trust Active Factor Large Cap ETF 22.6 55 -45 6.0 -0.2
FDMO Fidelity Momentum Factor ETF 22.5 15 -5 4.1 -2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 22.5 80 -70 3.9 -2.3
HDV iShares Core High Dividend ETF 22.4 8 2 7.2 +0.9
NULC Nuveen ESG Large-Cap ETF 22.4 21 -11 5.3 -0.9
EQWL Invesco S&P 100 Equal Weight ETF 22.2 25 -15 6.4 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 22.2 39 -29 4.2 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 22.1 20 -10 5.3 -0.9
JHDV John Hancock U.S. High Dividend ETF 22.1 34 -24 6.2 -0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 22.0 65 -55 3.8 -2.4
FVAL Fidelity Value Factor ETF 21.9 15 -5 7.1 +0.8
AVUS Avantis U.S. Equity ETF 21.9 15 -5 5.8 -0.5
ACWI iShares MSCI ACWI ETF 21.9 32 -22 5.4 -0.8
GDIV Harbor Dividend Growth Leaders ETF 21.8 50 -40 5.7 -0.5
JHML John Hancock Multifactor Large Cap ETF 21.6 29 -19 5.4 -0.9
AVSU Avantis Responsible U.S. Equity ETF 21.6 15 -5 6.2 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 21.5 12 -2 4.8 -1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 21.4 52 -42 5.7 -0.6
IUS Invesco RAFI Strategic US ETF 21.4 19 -9 6.9 +0.6
ILCV iShares Morningstar Value ETF 21.3 4 6 6.2 -0.1
DIVL Madison Dividend Value ETF 21.3 65 -55 5.6 -0.7
HLAL Wahed FTSE USA Shariah ETF 21.3 50 -40 4.8 -1.5
FDTX Fidelity Disruptive Technology ETF 21.2 50 -40 2.9 -3.4
IYW iShares U.S. Technology ETF 21.1 40 -30 4.3 -1.9
FMIL Fidelity New Millennium ETF 21.1 59 -49 4.8 -1.5
PNQI Invesco NASDAQ Internet ETF 21.0 60 -50 2.4 -3.8
SAMT Strategas Macro Thematic Opportunities ETF 20.9 65 -55 4.6 -1.7
VYM Vanguard High Dividend Yield Index ETF 20.9 6 4 6.9 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 20.8 9 1 5.5 -0.7
QWLD SPDR MSCI World StrategicFactors ETF 20.7 30 -20 6.1 -0.1
FTEC Fidelity MSCI Information Technology Index ETF 20.6 8 2 4.6 -1.7
LEAD Siren DIVCON Leaders Dividend ETF 20.6 43 -33 5.2 -1.1
FDG American Century Focused Dynamic Growth ETF 20.4 45 -35 2.8 -3.5
IXN iShares Global Tech ETF 20.4 41 -31 4.3 -1.9
VGT Vanguard Information Technology ETF 20.4 10 0 4.4 -1.8
KRMA Global X Conscious Companies ETF 20.4 43 -33 5.7 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 20.3 70 -60 4.6 -1.7
TTAC FCF US Quality ETF 20.2 59 -49 6.3 +0.0
ESGG FlexShares STOXX Global ESG Select Index Fund 20.2 42 -32 5.1 -1.2
PSET Principal Quality ETF 20.1 15 -5 5.2 -1.0
FIVG Defiance Next Gen Connectivity ETF 19.9 30 -20 6.2 -0.1
LCLG Logan Capital Broad Innovative Growth ETF 19.9 99 -89 5.4 -0.8
BIOPX Baron Opportunity Retail 19.8 75 -65 1.0 -5.2
GGME Invesco Next Gen Media and Gaming ETF 19.8 60 -50 3.6 -2.6
FMET Fidelity Metaverse ETF 19.7 39 -29 5.4 -0.9
SIXG Defiance Connective Technologies ETF 19.7 30 -20 5.2 -1.1
VT Vanguard Total World Stock ETF 19.7 7 3 5.6 -0.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 19.5 45 -35 5.4 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 19.4 15 -5 4.0 -2.2
GBUY Goldman Sachs Future Consumer Equity ETF 19.3 75 -65 3.3 -2.9
DFNV Donoghue Forlines Innovation ETF 19.2 69 -59 4.7 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 19.2 12 -2 4.6 -1.7
RND First Trust Bloomberg R&D Leaders ETF 19.1 60 -50 5.0 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 19.1 25 -15 6.9 +0.7
FBCG Fidelity Blue Chip Growth ETF 19.0 59 -49 2.8 -3.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 19.0 15 -5 6.5 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 19.0 9 1 5.4 -0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 19.0 15 -5 9.5 +3.3
MVPS Amplify Thematic All-Stars ETF 18.9 49 -39 3.0 -3.3
AOTG AOT Growth and Innovation ETF 18.9 75 -65 3.3 -3.0
VTV Vanguard Value ETF 18.8 4 6 6.5 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 18.8 75 -65 5.3 -1.0
UDI USCF Dividend Income Fund 18.7 65 -55 7.4 +1.1
HKND Humankind US Stock ETF 18.7 11 -1 7.0 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 18.6 25 -15 5.7 -0.6
USXF iShares ESG Advanced MSCI USA ETF 18.4 10 0 5.0 -1.2
EVUS iShares ESG Aware MSCI USA Value ETF 18.4 18 -8 6.4 +0.1
ARVR First Trust Indxx Metaverse ETF 18.3 70 -60 1.2 -5.1
SFYF SoFi Social 50 ETF 18.3 29 -19 -2.5 -8.8
KNCT Invesco Next Gen Connectivity ETF 18.2 40 -30 5.5 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 18.0 25 -15 6.9 +0.6
JEPI JPMorgan Equity Premium Income ETF 17.9 35 -25 5.1 -1.2
INCE Franklin Income Equity Focus ETF 17.9 29 -19 5.5 -0.7
ANEW ProShares MSCI Transformational Changes ETF 17.7 45 -35 3.5 -2.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 17.6 18 -8 5.7 -0.6
DSTL Distillate US Fundamental Stability & Value ETF 17.2 39 -29 7.4 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 17.1 15 -5 5.6 -0.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 16.9 60 -50 3.8 -2.4
SHRY First Trust Bloomberg Shareholder Yield ETF 16.9 60 -50 6.8 +0.6
VALQ American Century U.S. Quality Value ETF 16.9 29 -19 7.4 +1.1
METV Roundhill Ball Metaverse ETF 16.8 59 -49 4.3 -2.0
GVIP Goldman Sachs Hedge Industry VIP ETF 16.7 45 -35 4.9 -1.4
DIVZ TrueShares Low Volatility Equity Income ETF 16.6 65 -55 7.4 +1.2
IPDP Dividend Performers ETF 16.6 122 -112 5.3 -0.9
KONG Formidable Fortress ETF 16.5 89 -79 5.6 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 16.4 29 -19 6.4 +0.2
PY Principal Value ETF 16.3 15 -5 7.2 +0.9
ROUS Hartford Multifactor US Equity ETF 16.3 19 -9 6.6 +0.4
HART IQ Healthy Hearts ETF 16.3 45 -35 4.7 -1.5
BTECX Baron Technology 16.2 75 -65 2.4 -3.8
CHGX AXS Change Finance ESG ETF 16.1 49 -39 5.2 -1.0
CARZ First Trust NASDAQ Global Auto Index Fund 16.1 70 -60 4.1 -2.1
FHLC Fidelity MSCI Health Care Index ETF 16.0 8 2 5.6 -0.7
IXJ iShares Global Healthcare ETF 16.0 42 -32 6.0 -0.3
IYH iShares U.S. Healthcare ETF 16.0 40 -30 6.1 -0.1
XLV Health Care Select Sector SPDR Fund 16.0 9 1 6.9 +0.6
VHT Vanguard Health Care ETF 16.0 10 0 5.3 -0.9
ROE Astoria US Quality Kings ETF 16.0 49 -39 7.2 +0.9
CRTC Xtrackers US National Critical Technologies ETF 16.0 35 -25 5.1 -1.1
PRF Invesco FTSE RAFI US 1000 ETF 16.0 39 -29 6.9 +0.7
VIRS Pacer BioThreat Strategy ETF 15.9 70 -60 5.9 -0.4
CGDV Capital Group Dividend Value ETF 15.9 33 -23 5.5 -0.8
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 15.8 8 2 5.9 -0.3
KXI iShares Global Consumer Staples ETF 15.8 41 -31 5.6 -0.6
XLP Consumer Staples Select Sector SPDR Fund 15.8 9 1 6.3 +0.1
VDC Vanguard Consumer Staples ETF 15.8 10 0 5.8 -0.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 15.7 50 -40 5.3 -0.9
TIME Clockwise Core Equity & Innovation ETF 15.7 95 -85 2.0 -4.3
RWL Invesco S&P 500 Revenue ETF 15.7 39 -29 6.9 +0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 15.6 75 -65 3.4 -2.8
AIEQ AI Powered Equity ETF 15.5 75 -65 5.5 -0.8
MBOX Freedom Day Dividend ETF 15.5 39 -29 7.4 +1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 15.4 65 -55 3.0 -3.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 15.4 57 -47 4.2 -2.0
CHAT Roundhill Generative AI & Technology ETF 15.3 75 -65 3.3 -2.9
KRUZ Unusual Whales Subversive Republican Trading ETF 15.3 75 -65 5.6 -0.7
VERS ProShares Metaverse ETF 15.3 58 -48 -15.9 -22.2
FSST Fidelity Sustainable U.S. Equity ETF 15.2 59 -49 2.5 -3.7
CGGO Capital Group Global Growth Equity ETF 15.1 47 -37 4.5 -1.8
PWV Invesco Large Cap Value ETF 15.0 55 -45 7.0 +0.7
NUDV Nuveen ESG Dividend ETF 15.0 26 -16 7.0 +0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 15.0 27 -17 7.1 +0.8
SNPV Xtrackers S&P 500 Value ESG ETF 14.9 15 -5 6.4 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 14.8 13 -3 5.0 -1.2
WUGI AXS Esoterica NextG Economy ETF 14.5 75 -65 2.4 -3.8
VOOV Vanguard S&P 500 Value ETF 14.3 10 0 6.4 +0.2
FTGS First Trust Growth Strength ETF 14.3 60 -50 5.5 -0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 14.3 55 -45 4.2 -2.1
IVE iShares S&P 500 Value ETF 14.3 18 -8 6.3 +0.1
WISE Themes Generative Artificial Intelligence ETF 14.3 35 -25 0.5 -5.7
SPYV SPDR Portfolio S&P 500 Value ETF 14.3 4 6 6.5 +0.2
IWX iShares Russell Top 200 Value ETF 14.3 20 -10 6.1 -0.1
DIVB iShares Core Dividend ETF 14.2 5 5 7.5 +1.3
PDP Invesco Dorsey Wright Momentum ETF 14.2 62 -52 4.1 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 14.1 15 -5 4.4 -1.9
IYC iShares U.S. Consumer Discretionary ETF 14.1 40 -30 3.6 -2.6
WRND IQ Global Equity R&D Leaders ETF 14.1 18 -8 7.4 +1.2
IEDI iShares U.S. Consumer Focused ETF 14.1 18 -8 5.3 -0.9
FDCF Fidelity Disruptive Communications ETF 14.0 50 -40 2.6 -3.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 13.9 60 -50 4.2 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 13.8 12 -2 6.9 +0.7
GINN Goldman Sachs Innovate Equity ETF 13.8 52 -42 2.8 -3.4
MDLV Morgan Dempsey Large Cap Value ETF 13.8 58 -48 7.7 +1.5
AVLV Avantis U.S. Large Cap Value ETF 13.6 15 -5 7.3 +1.1
GDVD R3 Global Dividend Growth ETF 13.6 88 -78 5.4 -0.8
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 13.6 106 -96 3.5 -2.7
VFQY Vanguard U.S. Quality Factor ETF 13.5 13 -3 7.5 +1.2
SQEW LeaderShares Equity Skew ETF 13.5 81 -71 4.1 -2.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 13.4 45 -35 3.2 -3.0
IUSV iShares Core S&P US Value ETF 13.4 4 6 6.5 +0.3
DGT SPDR Global Dow ETF 13.3 50 -40 7.0 +0.7
MILN Global X Millennial Consumer ETF 13.3 50 -40 2.8 -3.5
SCHV Schwab U.S. Large-Cap Value ETF 13.3 4 6 6.5 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 13.0 25 -15 5.2 -1.0
ALTL Pacer Lunt Large Cap Alternator ETF 13.0 60 -50 5.0 -1.3
FBCV Fidelity Blue Chip Value ETF 12.9 59 -49 7.1 +0.8
BUYZ Franklin Disruptive Commerce ETF 12.7 50 -40 1.9 -4.3
BUZZ VanEck Social Sentiment ETF 12.6 75 -65 0.9 -5.4
QDIV Global X S&P 500 Quality Dividend ETF 12.6 20 -10 7.6 +1.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 12.5 56 -46 1.2 -5.0
FCOM Fidelity MSCI Communication Services Index ETF 12.5 8 2 4.7 -1.6
IXP iShares Global Comm Services ETF 12.5 42 -32 5.5 -0.7
XLC Communication Services Select Sector SPDR Fund 12.5 9 1 5.9 -0.3
VOX Vanguard Communication Services ETF 12.5 10 0 4.5 -1.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 12.4 58 -48 4.5 -1.7
ARTY iShares Future AI & Tech ETF 12.4 47 -37 3.8 -2.4
RJMG FT Raymond James Multicap Growth Equity ETF 12.4 85 -75 2.7 -3.6
TMFG Motley Fool Global Opportunities ETF 12.4 85 -75 3.3 -2.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 12.3 35 -25 4.6 -1.7
JVAL JPMorgan U.S. Value Factor ETF 12.3 12 -2 7.9 +1.6
FDN First Trust Dow Jones Internet Index Fund 12.3 52 -42 3.4 -2.9
FDND FT Vest Dow Jones Internet & Target Income ETF 12.3 75 -65 3.1 -3.1
FDWM Fidelity Women's Leadership ETF 12.2 59 -49 4.6 -1.6
RTH VanEck Retail ETF 12.1 35 -25 6.3 +0.0
DARP Grizzle Growth ETF 12.1 75 -65 3.3 -3.0
FDIV MarketDesk Focused U.S. Dividend ETF 12.1 35 -25 5.2 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12.1 25 -15 5.3 -1.0
FTXL First Trust Nasdaq Semiconductor ETF 12.0 60 -50 6.1 -0.1
PSI Invesco Semiconductors ETF 12.0 57 -47 5.2 -1.1
SOXX iShares Semiconductor ETF 12.0 35 -25 5.5 -0.7
PPH VanEck Pharmaceutical ETF 12.0 36 -26 8.8 +2.6
PJP Invesco Pharmaceuticals ETF 12.0 57 -47 10.0 +3.7
MEDX Horizon Kinetics Medical ETF 12.0 85 -75 -0.3 -6.6
YALL God Bless America ETF 12.0 65 -55 3.7 -2.6
SMH VanEck Semiconductor ETF 12.0 35 -25 4.6 -1.7
TRFK Pacer Data and Digital Revolution ETF 12.0 60 -50 3.5 -2.7
RDVY First Trust Rising Dividend Achievers ETF 11.9 50 -40 9.3 +3.1
RPG Invesco S&P 500 Pure Growth ETF 11.9 35 -25 3.7 -2.6
IYK iShares U.S. Consumer Staples ETF 11.9 40 -30 6.5 +0.3
NBDS Neuberger Berman Disrupters ETF 11.9 55 -45 1.4 -4.8
HLGE Hartford Longevity Economy ETF 11.9 44 -34 5.9 -0.3
IGPT Invesco AI and Next Gen Software ETF 11.9 60 -50 3.9 -2.4
SYNB Putnam BioRevolution ETF 11.6 70 -60 2.8 -3.5
SOXQ Invesco PHLX Semiconductor ETF 11.6 19 -9 4.8 -1.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 11.5 60 -50 9.2 +3.0
IYJ iShares U.S. Industrials ETF 11.4 40 -30 4.8 -1.5
PKW Invesco Buyback Achievers ETF 11.3 62 -52 6.7 +0.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 11.2 29 -19 6.9 +0.7
FFND Future Fund Active ETF 11.2 100 -90 -0.7 -6.9
JAVA JPMorgan Active Value ETF 11.1 44 -34 5.9 -0.3
NULV Nuveen ESG Large-Cap Value ETF 11.1 26 -16 6.7 +0.5
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 11.0 60 -50 4.5 -1.7
FELV Fidelity Enhanced Large Cap Value ETF 11.0 18 -8 6.5 +0.3
AGQI First Trust Active Global Quality Income ETF 11.0 85 -75 6.4 +0.2
STXV Strive 1000 Value ETF 10.9 18 -8 7.7 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 10.9 47 -37 4.2 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 10.9 50 -40 6.8 +0.6
REVS Columbia Research Enhanced Value ETF 10.9 19 -9 7.5 +1.3
QUVU Hartford Quality Value ETF 10.8 46 -36 6.7 +0.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 10.8 40 -30 8.1 +1.8
PINK Simplify Health Care ETF 10.7 50 -40 3.1 -3.1
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 10.7 40 -30 4.5 -1.7
WFH Direxion Work From Home ETF 10.6 45 -35 6.0 -0.2
SPGP Invesco S&P 500 GARP ETF 10.5 34 -24 8.2 +2.0
INNO Harbor Disruptive Innovation ETF 10.5 75 -65 1.7 -4.6
PTF Invesco Dorsey Wright Technology Momentum ETF 10.4 60 -50 1.7 -4.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.3 60 -50 4.9 -1.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 10.3 40 -30 5.4 -0.9
SDY SPDR S&P Dividend ETF 10.3 35 -25 5.9 -0.4
IQM Franklin Intelligent Machines ETF 10.3 50 -40 3.3 -3.0
POWA Invesco Bloomberg Pricing Power ETF 10.2 40 -30 5.4 -0.9
IVRS iShares Future Metaverse Tech and Communications ETF 10.2 47 -37 -4.7 -10.9
BFTHX Baron Fifth Avenue Growth Retail 10.2 75 -65 1.7 -4.5
JOET Virtus Terranova US Quality Momentum ETF 10.1 29 -19 4.9 -1.3
AUSF Global X Adaptive U.S. Factor ETF 10.1 27 -17 8.7 +2.4
PTL Inspire 500 ETF 10.0 9 1 5.7 -0.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.9 12 -2 5.3 -0.9
HAPY Harbor Human Capital Factor Unconstrained ETF 9.8 50 -40 4.6 -1.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.6 50 -40 7.5 +1.2
MEDI Harbor Health Care ETF 9.6 80 -70 1.2 -5.0
MOTE VanEck Morningstar ESG Moat ETF 9.5 49 -39 5.1 -1.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 9.4 35 -25 5.8 -0.5
AGNG Global X Aging Population ETF 9.3 50 -40 4.0 -2.2
GVUS Marketbeta Russell 1000 Value Equity ETF 9.3 12 -2 6.3 +0.1
QGRO American Century U.S. Quality Growth ETF 9.3 29 -19 4.7 -1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 9.3 15 -5 6.8 +0.5
VONV Vanguard Russell 1000 Value ETF 9.2 8 2 6.3 +0.1
IWD iShares Russell 1000 Value ETF 9.2 19 -9 6.2 -0.0
CCMG CCM Global Equity ETF 9.1 34 -24 7.6 +1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 9.1 49 -39 4.8 -1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.1 20 -10 6.3 +0.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.1 61 -51 1.7 -4.6
GURU Global X Guru Index ETF 9.0 75 -65 1.8 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 9.0 68 -58 5.1 -1.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 9.0 40 -30 6.8 +0.5
VSDA VictoryShares Dividend Accelerator ETF 8.9 35 -25 6.7 +0.5
XSD SPDR S&P Semiconductor ETF 8.9 35 -25 4.6 -1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 8.9 79 -69 5.2 -1.0
NTZG Nuveen Global Net Zero Transition ETF 8.9 56 -46 4.9 -1.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 8.8 35 -25 7.8 +1.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 8.8 38 -28 7.8 +1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.7 49 -39 10.1 +3.9
MOAT VanEck Morningstar Wide Moat ETF 8.6 46 -36 5.5 -0.8
ACWV iShares MSCI Global Min Vol Factor ETF 8.6 20 -10 6.8 +0.5
RUNN Running Oak Efficient Growth ETF 8.6 58 -48 4.8 -1.4
FPAG FPA Global Equity ETF 8.5 49 -39 5.5 -0.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 8.3 60 -50 7.6 +1.4
DEW WisdomTree Global High Dividend Fund 8.2 58 -48 8.6 +2.4
SKYY First Trust Cloud Computing ETF 8.1 60 -50 3.1 -3.2
LRNZ TrueShares Technology, AI & Deep Learning ETF 8.1 69 -59 -0.7 -6.9
MOTO SmartETFs Smart Transportation & Technology ETF 8.1 68 -58 7.3 +1.0
IHE iShares U.S. Pharmaceuticals ETF 8.1 40 -30 8.3 +2.0
BHCHX Baron Health Care Strategy 8.1 75 -65 -0.8 -7.0
GDOC Goldman Sachs Future Health Care Equity ETF 8.0 75 -65 3.4 -2.8
VNSE Natixis Vaughan Nelson Select ETF 8.0 80 -70 3.2 -3.0
IBLC iShares Blockchain and Tech ETF 8.0 47 -37 -2.1 -8.4
FTC First Trust Large Cap Growth AlphaDEX Fund 7.9 59 -49 2.8 -3.5
PRAY FIS Christian Stock Fund 7.9 69 -59 5.8 -0.4
CIBR First Trust NASDAQ Cybersecurity ETF 7.9 60 -50 4.0 -2.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.9 60 -50 3.4 -2.9
FTXG First Trust Nasdaq Food & Beverage ETF 7.9 60 -50 6.4 +0.2
FNCL Fidelity MSCI Financials Index ETF 7.8 8 2 6.1 -0.2
FDFF Fidelity Disruptive Finance ETF 7.8 50 -40 4.6 -1.6
BFIIX Baron FinTech 7.8 75 -65 3.4 -2.8
IYG iShares US Financial Services ETF 7.8 40 -30 5.5 -0.8
XLF Financial Select Sector SPDR Fund 7.8 9 1 5.7 -0.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 7.8 75 -65 5.4 -0.9
VFH Vanguard Financials ETF 7.8 10 0 6.1 -0.1
IGV iShares Expanded Tech-Software Sector ETF 7.8 41 -31 2.5 -3.8
CLOD Themes Cloud Computing ETF 7.8 35 -25 2.8 -3.5
CGDG Capital Group Dividend Growers ETF 7.8 47 -37 6.6 +0.3
OND ProShares On-Demand ETF 7.8 58 -48 -2.2 -8.4
BNGE First Trust S-Network Streaming and Gaming ETF 7.8 70 -60 -2.4 -8.7
TMDV ProShares Russell US Dividend Growers ETF 7.8 35 -25 6.0 -0.3
FBOT Fidelity Disruptive Automation ETF 7.8 50 -40 3.7 -2.6
IXG iShares Global Financials ETF 7.6 42 -32 6.6 +0.4
PFI Invesco Dorsey Wright Financial Momentum ETF 7.6 60 -50 6.8 +0.5
XLY Consumer Discretionary Select Sector SPDR Fund 7.6 9 1 5.2 -1.1
XPH SPDR S&P Pharmaceuticals ETF 7.5 35 -25 5.6 -0.6
MVAL VanEck Morningstar Wide Moat Value ETF 7.5 49 -39 6.4 +0.2
IYZ iShares U.S. Telecommunications ETF 7.3 40 -30 7.5 +1.2
ITAN Sparkline Intangible Value ETF 7.2 50 -40 6.0 -0.2
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 7.0 41 -31 7.6 +1.3
SSPY Syntax Stratified LargeCap ETF 7.0 30 -20 6.4 +0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.0 65 -55 8.9 +2.7
ARKQ ARK Autonomous Technology & Robotics ETF 6.9 75 -65 2.7 -3.5
EQUL IQ Engender Equality ETF 6.8 45 -35 5.7 -0.5
OGIG ALPS O'Shares Global Internet Giants ETF 6.8 48 -38 2.0 -4.2
SRHQ SRH U.S. Quality ETF 6.8 35 -25 7.6 +1.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.7 40 -30 7.6 +1.4
CLNR IQ Cleaner Transport ETF 6.7 45 -35 6.8 +0.5
FLV American Century Focused Large Cap Value ETF 6.6 42 -32 6.5 +0.2
MGRO VanEck Morningstar Wide Moat Growth ETF 6.6 49 -39 4.5 -1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 6.6 8 2 4.8 -1.5
DFLV Dimensional US Large Cap Value ETF 6.6 22 -12 7.6 +1.3
VCR Vanguard Consumer Discretionary ETF 6.5 10 0 4.6 -1.6
TRFM AAM Transformers ETF 6.5 49 -39 1.7 -4.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.5 68 -58 2.1 -4.1
RXI iShares Global Consumer Discretionary ETF 6.4 41 -31 6.0 -0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 6.4 60 -50 8.6 +2.3
FXL First Trust Technology AlphaDEX Fund 6.4 61 -51 5.0 -1.3
FMED Fidelity Disruptive Medicine ETF 6.4 50 -40 -0.4 -6.6
BLOK Amplify Transformational Data Sharing ETF 6.3 75 -65 0.2 -6.1
ABEQ Absolute Select Value ETF 6.3 85 -75 4.4 -1.9
SPHB Invesco S&P 500 High Beta ETF 6.2 25 -15 3.5 -2.7
SMRI Bushido Capital US Equity ETF 6.1 71 -61 8.3 +2.0
CFA VictoryShares US 500 Volatility Wtd ETF 6.0 35 -25 5.7 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 6.0 40 -30 5.7 -0.6
SDOG ALPS Sector Dividend Dogs ETF 6.0 36 -26 9.3 +3.1
NXTG First Trust Indxx NextG ETF 5.9 70 -60 6.8 +0.6
PEXL Pacer US Export Leaders ETF 5.9 60 -50 5.3 -0.9
USMF WisdomTree U.S. Multifactor Fund 5.9 28 -18 7.3 +1.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.9 78 -68 8.7 +2.5
QTUM Defiance Quantum ETF 5.9 40 -30 3.7 -2.6
DIVG Invesco S&P 500 High Dividend Growers ETF 5.8 39 -29 7.1 +0.9
XLI Industrial Select Sector SPDR Fund 5.8 9 1 4.4 -1.9
BWEB Bitwise Web3 ETF 5.8 85 -75 1.1 -5.2
FVD First Trust Value Line Dividend Index Fund 5.7 65 -55 6.3 +0.1
VFMO Vanguard U.S. Momentum Factor ETF 5.7 13 -3 2.2 -4.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.7 18 -8 7.2 +1.0
FXH First Trust Health Care AlphaDEX Fund 5.7 62 -52 7.1 +0.8
SPDV AAM S&P 500 High Dividend Value ETF 5.7 29 -19 9.8 +3.6
FITE SPDR S&P Kensho Future Security ETF 5.6 45 -35 2.3 -3.9
ICAP InfraCap Equity Income Fund ETF 5.5 171 -161 6.2 -0.0
VFMF Vanguard U.S. Multifactor ETF 5.5 18 -8 8.7 +2.4
AESR Anfield U.S. Equity Sector Rotation ETF 5.3 108 -98 4.2 -2.1
XT iShares Exponential Technologies ETF 5.3 46 -36 4.8 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 5.1 59 -49 5.7 -0.5
DIVY Sound Equity Dividend Income ETF 5.0 45 -35 10.4 +4.2
DUSA Davis Select U.S. Equity ETF 5.0 61 -51 7.5 +1.3
RSP Invesco S&P 500 Equal Weight ETF 4.9 20 -10 6.2 -0.1
XDAT Franklin Exponential Data ETF 4.8 50 -40 2.8 -3.5
SURE AdvisorShares Insiders Advantage ETF 4.8 90 -80 9.4 +3.1
CBSE Clough Select Equity ETF 4.8 85 -75 1.4 -4.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.7 9 1 5.9 -0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.7 75 -65 6.9 +0.7
UFO Procure Space ETF 4.7 75 -65 -2.1 -8.3
FTWO Strive FAANG 2.0 ETF 4.7 49 -39 4.6 -1.6
FIXT Procure Disaster Recovery Strategy ETF 4.6 75 -65 5.8 -0.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.6 58 -48 4.6 -1.7
VIS Vanguard Industrials ETF 4.5 10 0 4.3 -1.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.5 30 -20 8.3 +2.0
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 4.4 85 -75 -4.3 -10.5
SNSR Global X Internet of Things ETF 4.4 68 -58 4.8 -1.5
FIDU Fidelity MSCI Industrial Index ETF 4.3 8 2 4.6 -1.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 4.3 60 -50 8.5 +2.2
FTDS First Trust Dividend Strength ETF 4.2 70 -60 8.1 +1.8
JSTC Adasina Social Justice All Cap Global ETF 4.2 89 -79 5.3 -1.0
ITB iShares U.S. Home Construction ETF 4.1 40 -30 10.0 +3.7
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 4.1 40 -30 4.5 -1.7
DFUV Dimensional US Marketwide Value ETF 4.1 22 -12 7.4 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 4.1 9 1 5.9 -0.4
HELX Franklin Genomic Advancements ETF 4.1 50 -40 0.3 -5.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.1 60 -50 -2.5 -8.7
BTEK Future Tech ETF 4.0 88 -78 2.4 -3.9
TINY ProShares Nanotechnology ETF 4.0 58 -48 1.6 -4.6
VICE AdvisorShares Vice ETF 4.0 99 -89 5.4 -0.8
BGAIX Baron Global Advantage 4.0 75 -65 0.6 -5.6
IBOT Vaneck Robotics ETF 4.0 47 -37 4.0 -2.2
BOTZ Global X Robotics & Artificial Intelligence ETF 4.0 69 -59 2.5 -3.7
ERTH Invesco MSCI Sustainable Future ETF 4.0 62 -52 3.6 -2.7
SPRX Spear Alpha ETF 4.0 75 -65 1.9 -4.3
WGMI Valkyrie Bitcoin Miners ETF 4.0 75 -65 -8.6 -14.8
IHF iShares U.S. Healthcare Providers ETF 4.0 40 -30 6.2 -0.0
COWZ Pacer US Cash Cows 100 ETF 4.0 49 -39 10.2 +4.0
ARKX ARK Space Exploration & Innovation ETF 4.0 75 -65 2.6 -3.6
FCLD Fidelity Cloud Computing ETF 3.9 39 -29 3.3 -3.0
NETZ TCW Transform Systems ETF 3.9 75 -65 3.7 -2.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.9 85 -75 7.7 +1.5
DHS WisdomTree U.S. High Dividend Fund 3.9 38 -28 7.9 +1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 3.9 45 -35 9.0 +2.8
TOLL Tema Monopolies and Oligopolies ETF 3.9 75 -65 2.9 -3.4
PBJ Invesco Food & Beverage ETF 3.9 57 -47 6.2 -0.0
SIZE iShares MSCI USA Size Factor ETF 3.9 15 -5 5.7 -0.5
AHOY Newday Ocean Health ETF 3.9 75 -65 6.3 +0.1
MISL First Trust Indxx Aerospace & Defense ETF 3.9 60 -50 3.1 -3.2
SHLD Global X Defense Tech ETF 3.9 50 -40 4.8 -1.5
PPA Invesco Aerospace & Defense ETF 3.9 58 -48 2.9 -3.3
ITA iShares U.S. Aerospace & Defense ETF 3.9 40 -30 2.8 -3.4
ROKT SPDR S&P Kensho Final Frontiers ETF 3.9 45 -35 2.7 -3.5
XAR SPDR S&P Aerospace & Defense ETF 3.9 35 -25 2.2 -4.0
MRAD SmartETFs Advertising & Marketing Technology ETF 3.9 68 -58 5.6 -0.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 -65 6.1 -0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.9 64 -54 2.2 -4.1
VLUE iShares MSCI USA Value Factor ETF 3.9 15 -5 10.2 +4.0
XTL SPDR S&P Telecom ETF 3.9 35 -25 4.1 -2.1
FENY Fidelity MSCI Energy Index ETF 3.9 8 2 7.0 +0.7
FCG First Trust Natural Gas ETF 3.9 60 -50 12.7 +6.5
FTXN First Trust Nasdaq Oil & Gas ETF 3.9 60 -50 8.5 +2.2
RSPG Invesco S&P 500 Equal Weight Energy ETF 3.9 40 -30 8.4 +2.2
FILL iShares MSCI Global Energy Producers ETF 3.9 39 -29 10.0 +3.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.9 40 -30 9.8 +3.5
IGE iShares North American Natural Resources ETF 3.9 41 -31 6.7 +0.4
IXC iShares Global Energy ETF 3.9 44 -34 9.0 +2.8
IYE iShares U.S. Energy ETF 3.9 40 -30 6.9 +0.6
NANR SPDR S&P North American Natural Resources ETF 3.9 35 -25 7.3 +1.1
XLE Energy Select Sector SPDR Fund 3.9 9 1 7.4 +1.2
DRLL Strive U.S. Energy ETF 3.9 41 -31 8.0 +1.7
VDE Vanguard Energy ETF 3.9 10 0 6.9 +0.7
DTEC ALPS Disruptive Technologies ETF 3.8 50 -40 3.8 -2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.8 38 -28 5.9 -0.3
LYLD Cambria Large Cap Shareholder Yield ETF 3.8 59 -49 9.1 +2.9
KOMP SPDR S&P Kensho New Economies Composite ETF 3.8 20 -10 1.1 -5.1
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -37 3.6 -2.7
HOMZ Hoya Capital Housing ETF 3.8 30 -20 7.0 +0.7
COWS Amplify Cash Flow Dividend Leaders ETF 3.7 0 10 11.0 +4.7
BKCH Global X Blockchain ETF 3.7 50 -40 -3.9 -10.2
XITK SPDR FactSet Innovative Technology ETF 3.6 45 -35 2.5 -3.7
SDG iShares MSCI Global Sustainable Development Goals ETF 3.5 49 -39 5.2 -1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 3.4 80 -70 4.4 -1.8
BFOR ALPS Barron's 400 ETF 3.4 65 -55 6.0 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 3.4 13 -3 9.4 +3.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.4 61 -51 6.2 -0.1
NVIR Horizon Kinetics Energy and Remediation ETF 3.3 85 -75 1.8 -4.4
OCEN IQ Clean Oceans ETF 3.3 45 -35 5.9 -0.3
EXI iShares Global Industrials ETF 3.2 42 -32 4.7 -1.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.2 60 -50 5.9 -0.3
WDNA WisdomTree BioRevolution Fund 3.2 45 -35 -3.7 -9.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.2 65 -55 0.4 -5.9
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 3.1 75 -65 4.9 -1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 3.1 45 -35 -3.0 -9.2
XHB SPDR S&P Homebuilders ETF 3.1 35 -25 9.5 +3.2
XOP SPDR S&P Oil & Gas Exploration & Production ETF 3.0 35 -25 9.7 +3.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.0 39 -29 -2.2 -8.4
FTA First Trust Large Cap Value AlphaDEX Fund 3.0 59 -49 8.2 +1.9
EQAL Invesco Russell 1000 Equal Weight ETF 3.0 20 -10 6.5 +0.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -42 5.5 -0.8
EQRR ProShares Equities for Rising Rates ETF 2.9 35 -25 8.2 +2.0
XRT SPDR S&P Retail ETF 2.9 35 -25 10.7 +4.4
XBI SPDR S&P BIOTECH ETF 2.9 35 -25 -3.3 -9.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.9 65 -55 1.4 -4.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.8 40 -30 4.3 -2.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.8 61 -51 -3.3 -9.6
ULVM VictoryShares US Value Momentum ETF 2.8 20 -10 7.3 +1.0
DWLD Davis Select Worldwide ETF 2.8 63 -53 6.5 +0.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.7 40 -30 6.6 +0.3
PXI Invesco Dorsey Wright Energy Momentum ETF 2.7 60 -50 6.0 -0.2
ARKW ARK Next Generation Internet ETF 2.7 87 -77 -0.7 -6.9
BITQ Bitwise Crypto Industry Innovators ETF 2.7 85 -75 -2.4 -8.7
FXN First Trust Energy AlphaDEX Fund 2.6 62 -52 6.0 -0.2
CGRO CoreValues Alpha Greater China Growth ETF 2.6 75 -65 1.5 -4.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.6 47 -37 5.5 -0.8
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 -7 7.0 +0.8
ROBO ROBO Global Robotics & Automation Index ETF 2.4 95 -85 3.5 -2.7
MADE iShares U.S. Manufacturing ETF 2.4 40 -30 5.7 -0.6
XHS SPDR S&P Health Care Services ETF 2.3 35 -25 6.0 -0.3
BPAY BlackRock Future Financial and Technology ETF 2.2 70 -60 8.9 +2.7
WTV WisdomTree US Value Fund of Benef Interest 2.2 12 -2 9.0 +2.8
CLOU Global X Cloud Computing ETF 2.2 68 -58 2.0 -4.2
GCOW Pacer Global Cash Cows Dividend ETF 2.2 60 -50 13.1 +6.8
MAGA Point Bridge America First ETF 2.2 72 -62 5.9 -0.4
BNE Blue Horizon BNE ETF 2.1 87 -77 4.5 -1.8
CVAR Cultivar ETF 2.1 87 -77 6.7 +0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.1 40 -30 6.4 +0.2
TXS Texas Capital Texas Equity Index ETF 2.1 49 -39 5.1 -1.1
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -55 5.3 -1.0
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 -29 10.1 +3.8
DIV Global X SuperDividend US ETF 2.0 45 -35 8.2 +1.9
DVY iShares Select Dividend ETF 2.0 38 -28 8.3 +2.1
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 -10 7.0 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.8 60 -50 6.4 +0.2
SYLD Cambria Shareholder Yield ETF 1.8 59 -49 11.1 +4.8
FXG First Trust Consumer Staples AlphaDEX Fund 1.7 63 -53 7.0 +0.7
STCE Schwab Crypto Thematic ETF 1.7 30 -20 -2.2 -8.4
GVLU Gotham 1000 Value ETF 1.7 50 -40 7.5 +1.2
DTCR Global X Data Center & Digital Infrastructure ETF 1.7 50 -40 4.1 -2.1
WCLD WisdomTree Cloud Computing Fund 1.7 45 -35 1.7 -4.6
BMED Future Health ETF 1.6 85 -75 -0.3 -6.5
VFVA Vanguard U.S. Value Factor ETF 1.6 13 -3 10.4 +4.2
VFLO VictoryShares Free Cash Flow ETF 1.6 39 -29 9.2 +3.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.5 46 -36 9.1 +2.9
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -42 6.0 -0.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -44 6.0 -0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -57 9.2 +3.0
ECML Euclidean Fundamental Value ETF 1.4 95 -85 13.0 +6.8
WLDR Affinity World Leaders Equity ETF 1.4 67 -57 8.2 +2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.4 52 -42 5.2 -1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.4 58 -48 5.1 -1.1
XSW SPDR S&P Software & Services ETF 1.4 35 -25 1.8 -4.4
ARKF ARK Fintech Innovation ETF 1.3 75 -65 -0.4 -6.6
TEMP JPMorgan Climate Change Solutions ETF 1.3 49 -39 5.3 -1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 3 8.9 +2.7
GNR SPDR S&P Global Natural Resources ETF 1.2 40 -30 9.5 +3.2
IBUY Amplify Online Retail ETF 1.2 65 -55 1.4 -4.8
HAP VanEck Natural Resources ETF 1.1 50 -40 9.7 +3.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 -35 -0.3 -6.5
VRAI Virtus Real Asset Income ETF 1.0 55 -45 7.8 +1.5
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.0 69 -59 8.4 +2.2
CCNR ALPS CoreCommodity Natural Resources ETF 0.9 39 -29 11.0 +4.7
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 -29 8.2 +1.9
WCEO Hypatia Women CEO ETF 0.6 85 -75 4.3 -2.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.5 61 -51 6.5 +0.3
FFTY Innovator IBD 50 ETF 0.5 80 -70 -0.4 -6.6
BLES Inspire Global Hope ETF 0.5 61 -51 6.4 +0.1
FLDZ RiverNorth Patriot ETF 0.4 75 -65 5.6 -0.7
TGRW T. Rowe Price Growth Stock ETF 0.2 52 -42 3.8 -2.5
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -40 4.7 -1.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -47 3.4 -2.9
TEQI T. Rowe Price Equity Income ETF 0.1 54 -44 3.9 -2.4

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
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 37.5 %
Divided by: Fwd. P/BV 5.9 x
Less: Expense ratio 10 bp
Equals: ALTAR Score 6.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 CATEGORY
AVERAGE
1.57
 
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.