ALPS Sector Dividend Dogs ETF
ALTAR
Score™		 9.5% info Recommen-
dation		 SPECULATIVE
2024E    2025E
P/E
ratio		 11.9x P/Sales
ratio		 1.1x
P/BV
ratio		 1.8x Div.
yield		 4.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ALPS Sector Dividend Dogs ETF is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the S-Network Sector Dividend Dogs Index.

FUND BASICS
Category US Equities
Fund Sponsor ALPS Advisors Inc
Website www.alpsetfs.com
Inception date Jun 29, 2012
Assets (mns) $1,137
Currency USD
Expense ratio 36 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $84,883
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
3M CO 2.2 %
CUMMINS INC 2.2 %
RAYTHEON TECHNOLOGIES CORPORATION 2.1 %
WILLIAMS COS INC 2.1 %
INTERNATIONAL PAPER CO 2.1 %
EXXON MOBIL CORP 2.1 %
KRAFT HEINZ COMPANY 2.1 %
PRUDENTIAL FINANCIAL INC 2.1 %
CHEVRON CORP 2.1 %
INTL FLAVORS & FRAGRANCES 2.1 %
Total 21.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.0 %
BRITAIN 4.0 %
IRELAND 2.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.3% 11.4% 9.2% 8.6% 10.8%

Market Correlations
versus... Beta R-squared
S&P500 0.79 63%
MSCI EAFE 0.90 76%
MSCI Emg. Mkts. 0.67 46%

Technical Indicators
Recent close $52.20
30d moving avg. $48.15
Annualized volatility 17.6%
Short interest (ETF) 0.0%
Short interest (Underlying) 2.6%
Relative strength (RSI) 71

Liquidity measures
Avg. volume (thou.) 52
Turnover 0.2%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $21,187

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 714 potential alternatives to the ALPS Sector Dividend Dogs ETF ETF based on the alternatives' overlap in portfolio holdings with SDOG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SDOG Expense: 36 bp ALTAR Score™: 9.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SDOG
Ticker Fund
Name		 Overlap1
vs SDOG
(%)		 Expense
ratio
(bp)		 Savings
vs SDOG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SDOG
(%)
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 61.7 30 6 9.1 -0.4
SPDV AAM S&P 500 High Dividend Value ETF 52.4 29 7 10.5 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 45.6 7 29 9.4 -0.1
DVY iShares Select Dividend ETF 40.5 38 -2 9.1 -0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 38.8 38 -2 8.3 -1.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 38.8 35 1 8.3 -1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 34.6 52 -16 9.4 -0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 33.7 50 -14 7.9 -1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 33.0 45 -9 9.7 +0.3
WBIY WBI Power Factor High Dividend ETF 31.8 100 -64 11.0 +1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 31.6 39 -3 10.6 +1.1
DHS WisdomTree U.S. High Dividend Fund 29.9 38 -2 8.8 -0.7
DIVB iShares Core Dividend ETF 28.3 5 31 8.0 -1.5
MDLV Morgan Dempsey Large Cap Value ETF 28.1 58 -22 8.6 -0.9
JHDV John Hancock U.S. High Dividend ETF 27.5 34 2 6.5 -3.0
DIV Global X SuperDividend US ETF 27.3 45 -9 7.8 -1.6
GCOW Pacer Global Cash Cows Dividend ETF 27.1 60 -24 13.6 +4.2
SCHD Schwab US Dividend Equity ETF 27.0 6 30 9.6 +0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 25.6 27 9 8.4 -1.1
VYM Vanguard High Dividend Yield Index ETF 25.2 6 30 7.3 -2.1
HDV iShares Core High Dividend ETF 24.7 8 28 8.1 -1.4
DIVL Madison Dividend Value ETF 24.7 65 -29 6.1 -3.4
FDVV Fidelity High Dividend ETF 24.5 15 21 8.9 -0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 23.9 40 -4 6.0 -3.4
DVND Touchstone Dividend Select ETF 23.6 67 -31 6.4 -3.1
VLUE iShares MSCI USA Value Factor ETF 23.1 15 21 10.7 +1.3
DIVY Sound Equity Dividend Income ETF 22.9 45 -9 10.5 +1.0
COWZ Pacer US Cash Cows 100 ETF 22.8 49 -13 11.0 +1.5
NUDV Nuveen ESG Dividend ETF 22.7 26 10 7.5 -2.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 22.1 25 11 11.1 +1.6
STXV Strive 1000 Value ETF 22.1 18 18 7.8 -1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 21.7 15 21 7.0 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 21.5 15 21 7.9 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 21.5 38 -2 6.7 -2.7
EQWL Invesco S&P 100 Equal Weight ETF 21.3 25 11 6.8 -2.7
RPV Invesco S&P 500 Pure Value ETF 20.9 35 1 9.9 +0.4
DEW WisdomTree Global High Dividend Fund 20.7 58 -22 9.1 -0.4
EVUS iShares ESG Aware MSCI USA Value ETF 20.7 18 18 6.7 -2.8
ICAP InfraCap Equity Income Fund ETF 20.4 171 -135 6.8 -2.7
QDIV Global X S&P 500 Quality Dividend ETF 20.2 20 16 8.6 -0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 20.2 15 21 10.1 +0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 19.8 56 -20 6.3 -3.2
DLN WisdomTree U.S. LargeCap Dividend Fund 19.5 28 8 6.2 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 19.4 49 -13 10.5 +1.0
MGV Vanguard Mega Cap Value ETF 19.1 7 29 6.8 -2.6
SDY SPDR S&P Dividend ETF 18.9 35 1 6.3 -3.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 18.7 80 -44 5.7 -3.8
DTD WisdomTree U.S. Total Dividend Fund 18.1 28 8 6.5 -2.9
IWX iShares Russell Top 200 Value ETF 18.1 20 16 6.5 -3.0
SCHV Schwab U.S. Large-Cap Value ETF 18.1 4 32 6.7 -2.8
DURA VanEck Durable High Dividend ETF 18.0 29 7 7.3 -2.2
PWV Invesco Large Cap Value ETF 17.9 55 -19 7.6 -1.9
AUSF Global X Adaptive U.S. Factor ETF 17.9 27 9 9.0 -0.5
ILCV iShares Morningstar Value ETF 17.8 4 32 6.7 -2.8
FTA First Trust Large Cap Value AlphaDEX Fund 17.7 59 -23 8.2 -1.3
IVE iShares S&P 500 Value ETF 17.7 18 18 6.6 -2.9
SPYV SPDR Portfolio S&P 500 Value ETF 17.7 4 32 6.7 -2.7
PRF Invesco FTSE RAFI US 1000 ETF 17.5 39 -3 7.3 -2.2
VTV Vanguard Value ETF 17.5 4 32 7.0 -2.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 17.4 15 21 6.9 -2.5
NULV Nuveen ESG Large-Cap Value ETF 17.2 26 10 7.1 -2.3
DFLV Dimensional US Large Cap Value ETF 16.9 22 14 7.8 -1.6
IUSV iShares Core S&P US Value ETF 16.8 4 32 6.8 -2.6
DGRO iShares Core Dividend Growth ETF 16.7 8 28 6.5 -3.0
SPVU Invesco S&P 500 Enhanced Value ETF 16.5 13 23 9.1 -0.3
PY Principal Value ETF 16.5 15 21 7.5 -1.9
RAFE PIMCO RAFI ESG U.S. ETF 16.4 29 7 7.2 -2.3
ESGS Columbia U.S. ESG Equity Income ETF 16.2 35 1 6.3 -3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 16.2 15 21 5.6 -3.9
JAVA JPMorgan Active Value ETF 16.2 44 -8 6.3 -3.1
ITAN Sparkline Intangible Value ETF 16.1 50 -14 6.2 -3.3
FNDX Schwab Fundamental US Large Co. Index ETF 16.1 25 11 7.1 -2.3
IMCV iShares Morningstar Mid-Cap Value ETF 16.1 6 30 7.9 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 16.0 20 16 10.0 +0.5
PFM Invesco Dividend Achievers ETF 15.8 53 -17 5.7 -3.8
PZLD Puzzle Divdend Leaders 15.5 0 36 7.5 -1.9
IUS Invesco RAFI Strategic US ETF 15.5 19 17 7.3 -2.2
SHRY First Trust Bloomberg Shareholder Yield ETF 15.4 60 -24 6.9 -2.5
MOAT VanEck Morningstar Wide Moat ETF 15.4 46 -10 6.3 -3.2
BGIG Bahl & Gaynor Income Growth ETF 15.3 45 -9 5.3 -4.2
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 15.2 69 -33 8.3 -1.1
FLV American Century Focused Large Cap Value ETF 15.1 42 -6 6.5 -3.0
EQRR ProShares Equities for Rising Rates ETF 15.1 35 1 7.8 -1.6
RWL Invesco S&P 500 Revenue ETF 15.0 39 -3 6.6 -2.8
FLLV Franklin U.S. Low Volatility ETF 15.0 29 7 5.9 -3.6
VONV Vanguard Russell 1000 Value ETF 15.0 8 28 6.7 -2.7
FNDB Schwab Fundamental US Broad Market Index ETF 15.0 25 11 7.1 -2.4
IWD iShares Russell 1000 Value ETF 14.8 19 17 6.6 -2.9
VLU SPDR S&P 1500 Value Tilt ETF 14.7 12 24 7.1 -2.3
UDI USCF Dividend Income Fund 14.6 65 -29 7.4 -2.0
JVAL JPMorgan U.S. Value Factor ETF 14.2 12 24 8.4 -1.1
DFUV Dimensional US Marketwide Value ETF 14.2 22 14 7.6 -1.8
AVLV Avantis U.S. Large Cap Value ETF 14.1 15 21 7.5 -2.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 14.1 50 -14 5.8 -3.6
DIVZ TrueShares Low Volatility Equity Income ETF 14.0 65 -29 8.6 -0.9
QVAL Alpha Architect US Quantitative Value ETF 13.8 39 -3 11.1 +1.7
USMV iShares MSCI USA Min Vol Factor ETF 13.7 15 21 6.1 -3.4
EPS WisdomTree U.S. LargeCap Fund 13.7 8 28 6.3 -3.2
SMRI Bushido Capital US Equity ETF 13.5 71 -35 10.2 +0.8
VOE Vanguard Mid-Cap Value ETF 13.4 7 29 7.4 -2.0
SNPV Xtrackers S&P 500 Value ESG ETF 13.3 15 21 6.8 -2.6
FVAL Fidelity Value Factor ETF 13.3 15 21 7.5 -2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.3 18 18 6.3 -3.1
SPVM Invesco S&P 500 Value with Momentum ETF 13.2 39 -3 8.4 -1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 13.1 37 -1 4.8 -4.6
ROE Astoria US Quality Kings ETF 12.9 49 -13 8.1 -1.3
FUNL CornerCap Fundametrics Large-Cap ETF 12.7 50 -14 7.0 -2.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 12.6 48 -12 6.2 -3.3
DUHP Dimensional US High Profitability ETF 12.6 21 15 7.0 -2.5
LCF Touchstone US Large Cap Focused ETF 12.6 69 -33 4.5 -4.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.6 19 17 6.5 -2.9
EQUL IQ Engender Equality ETF 12.5 45 -9 6.8 -2.6
HDUS Hartford Disciplined US Equity ETF 12.5 19 17 6.2 -3.2
NDIV Amplify Natural Resources Dividend Income ETF 12.3 59 -23 9.7 +0.2
GSPY Gotham Enhanced 500 ETF 12.3 50 -14 5.3 -4.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 12.2 7 29 8.5 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 12.2 50 -14 6.0 -3.5
SUSA iShares MSCI USA ESG Select ETF 12.2 25 11 5.4 -4.1
VSLU Applied Finance Valuation Large Cap ETF 12.2 49 -13 6.0 -3.4
QUS SPDR MSCI USA StrategicFactors ETF 12.1 15 21 6.0 -3.4
USMC Principal U.S. Mega-Cap ETF 12.0 12 24 5.0 -4.5
VALQ American Century U.S. Quality Value ETF 11.9 29 7 7.4 -2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 11.9 52 -16 6.3 -3.1
YLDE ClearBridge Dividend Strategy ESG ETF 11.9 60 -24 5.4 -4.0
MAGA Point Bridge America First ETF 11.9 72 -36 6.3 -3.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 11.8 60 -24 6.2 -3.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 11.8 35 1 6.0 -3.4
QDF FlexShares Quality Dividend Index Fund 11.8 37 -1 5.0 -4.4
LRND IQ U.S. Large Cap R&D Leaders ETF 11.7 14 22 6.3 -3.2
SSPY Syntax Stratified LargeCap ETF 11.6 30 6 6.5 -3.0
SPXT ProShares S&P 500 Ex-Technology ETF 11.6 9 27 5.7 -3.8
FDIV MarketDesk Focused U.S. Dividend ETF 11.5 35 1 8.8 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 11.4 75 -39 4.9 -4.6
DSTL Distillate US Fundamental Stability & Value ETF 11.3 39 -3 7.8 -1.6
VFVA Vanguard U.S. Value Factor ETF 11.3 13 23 10.6 +1.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 11.3 65 -29 5.1 -4.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.2 25 11 5.8 -3.7
VFMV Vanguard U.S. Minimum Volatility ETF 11.2 13 23 5.4 -4.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 11.2 60 -24 4.1 -5.4
SPLV Invesco S&P 500 Low Volatility ETF 11.2 25 11 5.7 -3.8
ALTL Pacer Lunt Large Cap Alternator ETF 11.2 60 -24 5.3 -4.1
OEF iShares S&P 100 ETF 11.2 20 16 5.0 -4.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11.1 29 7 6.3 -3.2
REVS Columbia Research Enhanced Value ETF 11.1 19 17 7.7 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 11.0 49 -13 5.0 -4.5
HKND Humankind US Stock ETF 11.0 11 25 7.0 -2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 11.0 20 16 6.4 -3.1
NULC Nuveen ESG Large-Cap ETF 11.0 21 15 5.5 -3.9
IGF iShares Global Infrastructure ETF 10.9 41 -5 5.0 -4.5
GII SPDR S&P Global Infrastructure ETF 10.9 40 -4 5.0 -4.5
FDLO Fidelity Low Volatility Factor ETF 10.9 15 21 5.5 -4.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.9 29 7 8.1 -1.3
NUMV Nuveen ESG Mid-Cap Value ETF 10.9 31 5 7.4 -2.1
WTV WisdomTree US Value Fund of Benef Interest 10.9 12 24 8.7 -0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.8 47 -11 5.9 -3.5
FEX First Trust Large Cap Core AlphaDEX Fund 10.7 59 -23 5.6 -3.9
CGDV Capital Group Dividend Value ETF 10.7 33 3 5.8 -3.7
CHGX AXS Change Finance ESG ETF 10.7 49 -13 5.1 -4.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.6 70 -34 5.0 -4.5
KRUZ Unusual Whales Subversive Republican Trading ETF 10.5 75 -39 4.9 -4.5
ESGU iShares ESG Aware MSCI USA ETF 10.5 15 21 5.2 -4.3
VOOV Vanguard S&P 500 Value ETF 10.5 10 26 5.5 -3.9
GLIF AGF Global Infrastructure ETF 10.5 45 -9 5.5 -4.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.5 60 -24 5.0 -4.4
ULVM VictoryShares US Value Momentum ETF 10.4 20 16 7.4 -2.0
XLE Energy Select Sector SPDR Fund 10.3 9 27 6.9 -2.5
FTXN First Trust Nasdaq Oil & Gas ETF 10.3 60 -24 7.1 -2.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 10.3 40 -4 7.2 -2.3
SPXN ProShares S&P 500 Ex-Financials ETF 10.2 9 27 5.3 -4.2
RSP Invesco S&P 500 Equal Weight ETF 10.2 20 16 6.2 -3.2
SYLD Cambria Shareholder Yield ETF 10.2 59 -23 11.5 +2.1
IYE iShares U.S. Energy ETF 10.1 40 -4 6.5 -2.9
RSPM Invesco S&P 500 Equal Weight Materials ETF 10.1 40 -4 7.6 -1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.1 65 -29 3.8 -5.6
FENY Fidelity MSCI Energy Index ETF 10.1 8 28 6.8 -2.6
USVT US Value ETF 10.1 49 -13 11.3 +1.8
VDE Vanguard Energy ETF 10.1 10 26 6.8 -2.7
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 10.0 40 -4 6.8 -2.6
IGE iShares North American Natural Resources ETF 10.0 41 -5 6.4 -3.1
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 10.0 40 -4 8.6 -0.9
FXN First Trust Energy AlphaDEX Fund 10.0 62 -26 3.4 -6.0
DGT SPDR Global Dow ETF 9.9 50 -14 6.7 -2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.9 35 1 7.2 -2.3
ACVF American Conservative Values ETF 9.8 75 -39 4.4 -5.1
VUSE Vident U.S. Equity Strategy ETF 9.8 50 -14 3.6 -5.9
XLC Communication Services Select Sector SPDR Fund 9.8 9 27 6.8 -2.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 9.7 60 -24 9.1 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 9.7 10 26 5.6 -3.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.7 9 27 6.0 -3.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 9.7 40 -4 6.5 -3.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.7 20 16 5.1 -4.4
TTAC FCF US Quality ETF 9.6 59 -23 6.5 -2.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 9.6 40 -4 4.3 -5.1
CGUS Capital Group Core Equity ETF 9.6 33 3 4.7 -4.8
ROUS Hartford Multifactor US Equity ETF 9.6 19 17 6.4 -3.0
JEPI JPMorgan Equity Premium Income ETF 9.6 35 1 5.3 -4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 9.5 32 4 5.2 -4.3
IWL iShares Russell Top 200 ETF 9.5 15 21 5.0 -4.5
WDIV SPDR S&P Global Dividend ETF 9.5 40 -4 10.2 +0.8
MGC Vanguard Mega Cap ETF 9.5 7 29 5.1 -4.4
XLG Invesco S&P 500 Top 50 ETF 9.5 20 16 4.7 -4.8
VOO Vanguard S&P 500 ETF 9.4 3 33 5.3 -4.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 9.4 7 29 5.2 -4.3
SFY SoFi Select 500 ETF 9.4 0 36 5.2 -4.3
DFNV Donoghue Forlines Innovation ETF 9.3 69 -33 5.0 -4.4
GDIV Harbor Dividend Growth Leaders ETF 9.3 50 -14 6.0 -3.4
DIA SPDR Dow Jones Industrial Average ETF Trust 9.3 16 20 5.8 -3.6
IVV iShares Core S&P 500 ETF 9.3 3 33 5.3 -4.2
SPY SPDR S&P 500 ETF Trust 9.2 9 27 5.2 -4.2
FAB First Trust Multi Cap Value AlphaDEX Fund 9.2 67 -31 9.2 -0.2
SPLG SPDR Portfolio S&P 500 ETF 9.2 2 34 5.3 -4.2
AFLG First Trust Active Factor Large Cap ETF 9.2 55 -19 6.2 -3.3
USMF WisdomTree U.S. Multifactor Fund 9.2 28 8 6.9 -2.5
VV Vanguard Large-Cap ETF 9.1 4 32 5.2 -4.2
STRV Strive 500 ETF 9.1 5 31 5.2 -4.3
CFA VictoryShares US 500 Volatility Wtd ETF 9.0 35 1 6.0 -3.5
DGRW WisdomTree US Quality Dividend Growth Fund 9.0 28 8 6.2 -3.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.0 40 -4 5.9 -3.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 9.0 46 -10 5.6 -3.9
PBUS Invesco MSCI USA ETF 9.0 4 32 5.3 -4.2
XLU Utilities Select Sector SPDR Fund 8.9 9 27 6.3 -3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.9 7 29 5.2 -4.3
ILCB iShares Morningstar U.S. Equity ETF 8.9 3 33 5.3 -4.2
JHML John Hancock Multifactor Large Cap ETF 8.9 29 7 5.6 -3.8
EMLP First Trust North American Energy Infrastructure Fund 8.9 95 -59 5.4 -4.1
VPU Vanguard Utilities ETF 8.8 10 26 6.2 -3.2
FUTY Fidelity MSCI Utilities Index ETF 8.8 8 28 6.3 -3.2
VOTE TCW Transform 500 ETF 8.8 5 31 5.2 -4.2
BKLC BNY Mellon US Large Cap Core Equity ETF 8.8 0 36 5.3 -4.2
SMOT VanEck Morningstar SMID Moat ETF 8.8 49 -13 6.3 -3.1
DFAU Dimensional US Core Equity Market ETF 8.8 12 24 5.4 -4.1
QVML Invesco S&P 500 QVM Multi-factor ETF 8.7 11 25 5.2 -4.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.7 9 27 5.8 -3.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.7 2 34 5.3 -4.2
SPGP Invesco S&P 500 GARP ETF 8.7 34 2 8.5 -1.0
SCHX Schwab U.S. Large-Cap ETF 8.7 3 33 5.3 -4.2
FQAL Fidelity Quality Factor ETF 8.6 15 21 5.9 -3.5
IXC iShares Global Energy ETF 8.6 44 -8 8.2 -1.2
IDU iShares U.S. Utilities ETF 8.6 40 -4 5.5 -3.9
VIG Vanguard Dividend Appreciation ETF 8.6 6 30 5.8 -3.6
XLB Materials Select Sector SPDR Fund 8.6 9 27 5.8 -3.7
WLDR Affinity World Leaders Equity ETF 8.6 67 -31 8.5 -1.0
VONE Vanguard Russell 1000 ETF 8.5 8 28 5.2 -4.2
SPXV ProShares S&P 500 Ex-Health Care ETF 8.5 9 27 5.1 -4.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.5 3 33 5.4 -4.0
AVUS Avantis U.S. Equity ETF 8.5 15 21 6.0 -3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 18 7.6 -1.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.5 12 24 5.5 -3.9
IWB iShares Russell 1000 ETF 8.5 15 21 5.1 -4.3
SNPE Xtrackers S&P 500 ESG ETF 8.5 10 26 5.3 -4.1
VOOG Vanguard S&P 500 Growth ETF 8.5 10 26 5.5 -4.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 8.5 30 6 4.7 -4.8
EUSA iShares MSCI USA Equal Weighted ETF 8.5 9 27 6.1 -3.3
JQUA JPMorgan U.S. Quality Factor ETF 8.4 12 24 5.7 -3.7
COWS Amplify Cash Flow Dividend Leaders ETF 8.4 0 36 10.6 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 8.4 10 26 5.1 -4.3
SCHK Schwab 1000 Index ETF 8.4 5 31 5.3 -4.2
IYY iShares Dow Jones U.S. ETF 8.4 20 16 5.1 -4.4
CATH Global X S&P 500 Catholic Values Custom ETF 8.4 29 7 5.1 -4.3
DSI iShares MSCI KLD 400 Social ETF 8.4 25 11 5.1 -4.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.4 14 22 5.4 -4.1
FXU First Trust Utilities AlphaDEX Fund 8.4 64 -28 6.2 -3.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.3 10 26 5.2 -4.3
LRGF iShares U.S. Equity Factor ETF 8.3 8 28 5.8 -3.6
IMCB iShares Morningstar Mid-Cap ETF 8.3 4 32 6.1 -3.3
CVAR Cultivar ETF 8.3 87 -51 6.9 -2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 8.3 54 -18 6.2 -3.2
DFUS Dimensional U.S. Equity ETF 8.3 9 27 5.1 -4.3
VSDA VictoryShares Dividend Accelerator ETF 8.2 35 1 6.1 -3.4
TPHD Timothy Plan High Dividend Stock ETF 8.2 52 -16 6.2 -3.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.2 11 25 5.2 -4.2
VTI Vanguard Total Stock Market ETF 8.1 3 33 5.1 -4.4
VTHR Vanguard Russell 3000 ETF 8.1 10 26 5.1 -4.4
FLQL Franklin LibertyQ U.S. Equity ETF 8.1 15 21 6.0 -3.4
IWV iShares Russell 3000 ETF 8.1 20 16 5.0 -4.5
SCHB Schwab U.S. Broad Market ETF 8.1 3 33 5.2 -4.2
RVRB Reverb ETF 8.1 30 6 5.0 -4.5
FBCV Fidelity Blue Chip Value ETF 8.0 59 -23 7.1 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.0 3 33 5.1 -4.3
RDVY First Trust Rising Dividend Achievers ETF 8.0 50 -14 9.6 +0.1
SIZE iShares MSCI USA Size Factor ETF 8.0 15 21 6.0 -3.5
KRE SPDR S&P Regional Banking ETF 8.0 35 1 11.6 +2.1
KBWB Invesco KBW Bank ETF 8.0 35 1 9.1 -0.3
IAT iShares U.S. Regional Banks ETF 8.0 40 -4 10.7 +1.2
FTCS First Trust Capital Strength ETF 8.0 55 -19 5.6 -3.9
DFAC Dimensional U.S. Core Equity 2 ETF 8.0 17 19 5.7 -3.8
QLV FlexShares US Quality Low Volatility Index Fund 7.9 22 14 5.2 -4.3
JXI iShares Global Utilities ETF 7.9 43 -7 6.7 -2.8
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 7.9 45 -9 6.2 -3.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.9 60 -24 7.7 -1.8
IYM iShares U.S. Basic Materials ETF 7.9 40 -4 6.7 -2.7
FVD First Trust Value Line Dividend Index Fund 7.9 65 -29 6.0 -3.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 7.8 45 -9 4.7 -4.8
HLAL Wahed FTSE USA Shariah ETF 7.8 50 -14 5.0 -4.5
GDVD R3 Global Dividend Growth ETF 7.8 88 -52 5.8 -3.6
XLV Health Care Select Sector SPDR Fund 7.8 9 27 7.1 -2.3
FLRG Fidelity U.S. Multifactor ETF 7.8 15 21 7.7 -1.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.8 9 27 5.0 -4.4
PPH VanEck Pharmaceutical ETF 7.8 36 0 8.8 -0.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 7.8 45 -9 6.1 -3.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.7 25 11 6.1 -3.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 7.7 40 -4 5.6 -3.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 7.7 40 -4 7.3 -2.1
IYH iShares U.S. Healthcare ETF 7.7 40 -4 6.2 -3.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.7 20 16 5.1 -4.4
KRMA Global X Conscious Companies ETF 7.7 43 -7 5.8 -3.6
FCOM Fidelity MSCI Communication Services Index ETF 7.7 8 28 4.8 -4.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.6 60 -24 8.0 -1.4
VAW Vanguard Materials ETF 7.6 10 26 6.5 -3.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 7.6 60 -24 8.0 -1.5
TMDV ProShares Russell US Dividend Growers ETF 7.6 35 1 6.5 -3.0
EQAL Invesco Russell 1000 Equal Weight ETF 7.5 20 16 6.0 -3.5
FHLC Fidelity MSCI Health Care Index ETF 7.4 8 28 5.9 -3.6
VHT Vanguard Health Care ETF 7.4 10 26 5.7 -3.8
FMAT Fidelity MSCI Materials Index ETF 7.4 8 28 6.6 -2.9
VOX Vanguard Communication Services ETF 7.4 10 26 5.1 -4.3
FMIL Fidelity New Millennium ETF 7.4 59 -23 4.3 -5.2
SPXE ProShares S&P 500 Ex-Energy ETF 7.4 9 27 5.3 -4.2
HLGE Hartford Longevity Economy ETF 7.3 44 -8 6.6 -2.9
SPHQ Invesco S&P 500 Quality ETF 7.2 15 21 5.4 -4.0
VO Vanguard Mid-Cap ETF 7.2 4 32 5.8 -3.6
RECS Columbia Research Enhanced Core ETF 7.2 15 21 5.6 -3.8
IOO iShares Global 100 ETF 7.1 41 -5 4.8 -4.6
ESGG FlexShares STOXX Global ESG Select Index Fund 7.1 42 -6 5.1 -4.3
AIEQ AI Powered Equity ETF 7.1 75 -39 6.1 -3.4
USXF iShares ESG Advanced MSCI USA ETF 7.1 10 26 5.2 -4.3
FXG First Trust Consumer Staples AlphaDEX Fund 7.0 63 -27 6.5 -2.9
QWLD SPDR MSCI World StrategicFactors ETF 7.0 30 6 6.1 -3.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.0 40 -4 7.1 -2.3
MOTG VanEck Morningstar Global Wide Moat ETF 7.0 52 -16 5.8 -3.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.0 25 11 5.7 -3.8
IWS iShares Russell Mid-Cap Value ETF 6.9 23 13 6.6 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 6.9 36 0 4.8 -4.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.9 15 21 7.3 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 6.8 10 26 5.4 -4.1
IXJ iShares Global Healthcare ETF 6.8 42 -6 6.1 -3.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 6.8 40 -4 3.8 -5.7
IXP iShares Global Comm Services ETF 6.8 42 -6 5.3 -4.1
XVV iShares ESG Screened S&P 500 ETF 6.8 8 28 5.1 -4.3
GVLU Gotham 1000 Value ETF 6.8 50 -14 7.4 -2.0
XLI Industrial Select Sector SPDR Fund 6.8 9 27 4.4 -5.1
SHE SPDR MSCI USA Gender Diversity ETF 6.7 20 16 5.0 -4.5
TOK iShares MSCI Kokusai ETF 6.7 26 10 5.3 -4.2
IYK iShares U.S. Consumer Staples ETF 6.7 40 -4 6.4 -3.0
SPHB Invesco S&P 500 High Beta ETF 6.7 25 11 5.0 -4.5
FXZ First Trust Materials AlphaDEX Fund 6.7 61 -25 10.2 +0.8
FXH First Trust Health Care AlphaDEX Fund 6.7 62 -26 7.1 -2.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 -24 5.6 -3.9
APUE ActivePassive U.S. Equity ETF 6.6 45 -9 5.0 -4.5
IFRA iShares U.S. Infrastructure ETF 6.6 30 6 6.3 -3.2
XLP Consumer Staples Select Sector SPDR Fund 6.5 9 27 5.9 -3.6
STXD Strive 1000 Dividend Growth ETF 6.5 35 1 5.5 -4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 6.5 9 27 5.5 -4.0
URTH iShares MSCI World ETF 6.3 24 12 5.4 -4.1
VIRS Pacer BioThreat Strategy ETF 6.3 70 -34 6.0 -3.5
WRND IQ Global Equity R&D Leaders ETF 6.3 18 18 7.2 -2.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.2 15 21 4.9 -4.6
FTWO Strive FAANG 2.0 ETF 6.2 49 -13 4.7 -4.7
VDC Vanguard Consumer Staples ETF 6.2 10 26 6.0 -3.5
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 6.2 8 28 5.9 -3.5
MEDX Horizon Kinetics Medical ETF 6.2 85 -49 -0.2 -9.6
TXS Texas Capital Texas Equity Index ETF 6.2 49 -13 5.6 -3.9
VIS Vanguard Industrials ETF 6.1 10 26 4.5 -5.0
USAI Pacer American Energy Independence ETF 6.1 75 -39 4.1 -5.3
ENFR Alerian Energy Infrastructure ETF 6.1 35 1 4.8 -4.6
MLPX Global X MLP & Energy Infrastructure ETF 6.1 45 -9 4.7 -4.8
UMI USCF Midstream Energy Income Fund ETF 6.1 85 -49 4.5 -5.0
IVRA Invesco Real Assets ESG ETF 6.1 59 -23 7.1 -2.4
EINC VanEck Energy Income ETF 6.1 48 -12 4.5 -5.0
TPYP Tortoise North American Pipeline Fund 6.1 40 -4 5.3 -4.1
ABEQ Absolute Select Value ETF 6.1 85 -49 4.7 -4.8
QLC FlexShares US Quality Large Cap Index Fund 6.0 25 11 5.6 -3.8
FIDU Fidelity MSCI Industrial Index ETF 6.0 8 28 4.7 -4.7
IYZ iShares U.S. Telecommunications ETF 6.0 40 -4 8.3 -1.2
KNCT Invesco Next Gen Connectivity ETF 6.0 40 -4 5.9 -3.6
FOVL iShares Focused Value Factor ETF 6.0 25 11 10.1 +0.7
SQEW LeaderShares Equity Skew ETF 6.0 81 -45 6.1 -3.4
ECLN First Trust EIP Carbon Impact ETF 6.0 96 -60 5.3 -4.2
FTXO First Trust Nasdaq Bank ETF 6.0 60 -24 10.3 +0.8
FLDZ RiverNorth Patriot ETF 6.0 75 -39 5.8 -3.7
VEGN US Vegan Climate ETF 5.9 60 -24 4.7 -4.8
PJP Invesco Pharmaceuticals ETF 5.9 57 -21 7.4 -2.0
CZA Invesco Zacks Mid-Cap ETF 5.9 72 -36 6.3 -3.1
IYJ iShares U.S. Industrials ETF 5.8 40 -4 4.8 -4.6
XPH SPDR S&P Pharmaceuticals ETF 5.8 35 1 5.1 -4.4
IHE iShares U.S. Pharmaceuticals ETF 5.8 40 -4 8.3 -1.2
AMZA InfraCap MLP ETF 5.8 164 -128 3.3 -6.2
IPDP Dividend Performers ETF 5.8 122 -86 4.9 -4.6
NANC Unusual Whales Subversive Democratic Trading ETF 5.8 75 -39 3.8 -5.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.7 9 27 5.7 -3.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.7 30 6 8.0 -1.5
KBE SPDR S&P Bank ETF 5.7 35 1 11.2 +1.7
DFSU Dimensional US Sustainability Core 1 ETF 5.7 18 18 5.7 -3.8
ACWI iShares MSCI ACWI ETF 5.7 32 4 5.5 -4.0
FPAG FPA Global Equity ETF 5.7 49 -13 5.7 -3.8
FTXR First Trust Nasdaq Transportation ETF 5.6 60 -24 5.1 -4.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 5.6 10 26 4.8 -4.6
GDEF Goldman Sachs Defensive Equity ETF 5.5 55 -19 4.4 -5.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 5.5 10 26 4.9 -4.6
KXI iShares Global Consumer Staples ETF 5.5 41 -5 5.6 -3.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.5 20 16 8.0 -1.5
ACWV iShares MSCI Global Min Vol Factor ETF 5.5 20 16 6.7 -2.8
LNGG Roundhill Alerian LNG ETF 5.5 65 -29 8.5 -0.9
GNR SPDR S&P Global Natural Resources ETF 5.5 40 -4 9.2 -0.3
DEUS Xtrackers Russell US Multifactor ETF 5.5 17 19 7.1 -2.4
ESGV Vanguard ESG U.S. Stock ETF 5.4 9 27 5.1 -4.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.4 24 12 8.0 -1.5
BUZZ VanEck Social Sentiment ETF 5.4 75 -39 -0.7 -10.1
ACSI American Customer Satisfaction ETF 5.4 65 -29 4.9 -4.5
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -44 5.1 -4.4
VFQY Vanguard U.S. Quality Factor ETF 5.3 13 23 7.2 -2.2
HAP VanEck Natural Resources ETF 5.2 50 -14 9.5 +0.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.2 55 -19 3.6 -5.8
EXI iShares Global Industrials ETF 5.1 42 -6 4.7 -4.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.1 60 -24 9.5 +0.1
IWR iShares Russell Midcap ETF 5.1 19 17 5.7 -3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 -29 8.4 -1.1
VT Vanguard Total World Stock ETF 5.1 7 29 5.8 -3.6
HAIL SPDR S&P Kensho Smart Mobility ETF 5.0 45 -9 -2.0 -11.5
XLY Consumer Discretionary Select Sector SPDR Fund 5.0 9 27 5.1 -4.4
LVOL American Century Low Volatility ETF 5.0 29 7 5.3 -4.2
DON WisdomTree U.S. MidCap Dividend Fund 5.0 38 -2 8.6 -0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.0 58 -22 4.8 -4.7
CAML Congress Large Cap Growth ETF 5.0 66 -30 3.5 -6.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 5.0 29 7 9.1 -0.3
SFYF SoFi Social 50 ETF 5.0 29 7 -2.6 -12.1
MBOX Freedom Day Dividend ETF 4.9 39 -3 7.7 -1.8
SAGP Strategas Global Policy Opportunities ETF 4.8 65 -29 4.5 -4.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.8 60 -24 4.4 -5.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 4.8 56 -20 13.9 +4.4
ADME Aptus Drawdown Managed Equity ETF 4.8 79 -43 4.3 -5.1
ONEO SPDR Russell 1000 Momentum Focus ETF 4.7 20 16 7.1 -2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.6 75 -39 4.7 -4.7
JHMM John Hancock Multifactor Mid Cap ETF 4.6 42 -6 6.6 -2.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.6 20 16 5.6 -3.9
FCPI Fidelity Stocks for Inflation ETF 4.5 15 21 8.6 -0.9
QTUM Defiance Quantum ETF 4.5 40 -4 3.9 -5.6
IYC iShares U.S. Consumer Discretionary ETF 4.5 40 -4 3.8 -5.7
JMOM JPMorgan U.S. Momentum Factor ETF 4.5 12 24 4.8 -4.6
MXI iShares Global Materials ETF 4.5 41 -5 6.6 -2.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.5 50 -14 4.7 -4.7
DBLV AdvisorShares DoubleLine Value Equity ETF 4.4 90 -54 7.5 -2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.4 35 1 4.8 -4.7
GLOF iShares Global Equity Factor ETF 4.4 20 16 7.1 -2.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.3 49 -13 4.8 -4.7
QUAL iShares MSCI USA Quality Factor ETF 4.3 15 21 5.5 -4.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.3 61 -25 5.0 -4.4
XLK Technology Select Sector SPDR Fund 4.3 9 27 5.2 -4.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 4.2 61 -25 -4.0 -13.5
NVIR Horizon Kinetics Energy and Remediation ETF 4.2 85 -49 1.9 -7.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.2 40 -4 4.1 -5.3
FIXT Procure Disaster Recovery Strategy ETF 4.2 75 -39 5.7 -3.8
DIP BTD Capital Fund 4.2 129 -93 5.0 -4.5
IVEG iShares Emergent Food and AgTech Multisector ETF 4.2 47 -11 8.3 -1.2
PXI Invesco Dorsey Wright Energy Momentum ETF 4.1 60 -24 7.2 -2.2
DRLL Strive U.S. Energy ETF 4.1 41 -5 6.4 -3.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 4.1 35 1 10.0 +0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.1 46 -10 8.8 -0.7
FILL iShares MSCI Global Energy Producers ETF 4.1 39 -3 9.0 -0.5
NANR SPDR S&P North American Natural Resources ETF 4.1 35 1 6.6 -2.8
VCR Vanguard Consumer Discretionary ETF 4.1 10 26 4.7 -4.8
CNRG SPDR S&P Kensho Clean Power ETF 4.1 45 -9 -7.5 -16.9
FTXG First Trust Nasdaq Food & Beverage ETF 4.1 60 -24 6.3 -3.1
UFO Procure Space ETF 4.1 75 -39 -4.0 -13.5
CUT Invesco MSCI Global Timber ETF 4.0 61 -25 8.6 -0.9
VFMF Vanguard U.S. Multifactor ETF 4.0 18 18 8.7 -0.8
XTL SPDR S&P Telecom ETF 4.0 35 1 6.6 -2.9
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.0 8 28 4.9 -4.6
ZIG Acquirers Fund 4.0 84 -48 14.1 +4.7
TOKE Cambria Cannabis ETF 4.0 42 -6 -6.2 -15.6
PINK Simplify Health Care ETF 4.0 50 -14 3.3 -6.1
WFH Direxion Work From Home ETF 4.0 45 -9 0.0 -9.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.0 55 -19 4.0 -5.5
HART IQ Healthy Hearts ETF 4.0 45 -9 5.3 -4.1
AGNG Global X Aging Population ETF 3.9 50 -14 4.1 -5.3
DIVS SmartETFs Dividend Builder ETF 3.9 65 -29 4.7 -4.8
RXI iShares Global Consumer Discretionary ETF 3.9 41 -5 5.5 -3.9
MOTE VanEck Morningstar ESG Moat ETF 3.9 49 -13 5.2 -4.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.9 12 24 5.1 -4.4
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 -4 5.1 -4.4
TIME Clockwise Core Equity & Innovation ETF 3.9 95 -59 2.0 -7.5
CANC Tema Oncology ETF 3.9 75 -39 -4.4 -13.8
RFFC ALPS Active Equity Opportunity ETF 3.8 48 -12 4.5 -4.9
XNTK SPDR NYSE Technology ETF 3.8 35 1 4.0 -5.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -19 5.0 -4.5
ANEW ProShares MSCI Transformational Changes ETF 3.8 45 -9 3.3 -6.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.8 80 -44 4.5 -5.0
PSET Principal Quality ETF 3.7 15 21 5.7 -3.8
IEDI iShares U.S. Consumer Focused ETF 3.7 18 18 5.0 -4.5
CACG ClearBridge All Cap Growth ESG ETF 3.7 54 -18 3.4 -6.0
RTH VanEck Retail ETF 3.6 35 1 6.0 -3.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.6 68 -32 5.3 -4.2
FXO First Trust Financials AlphaDEX Fund 3.5 62 -26 9.2 -0.2
IYW iShares U.S. Technology ETF 3.5 40 -4 4.5 -5.0
HOMZ Hoya Capital Housing ETF 3.5 30 6 8.1 -1.3
QQQ Invesco QQQ Trust Series I 3.5 20 16 4.6 -4.8
QQQM Invesco NASDAQ 100 ETF 3.5 15 21 4.7 -4.8
PRNT 3D Printing ETF 3.5 66 -30 -4.1 -13.5
CARZ First Trust NASDAQ Global Auto Index Fund 3.4 70 -34 3.5 -6.0
IBBQ Invesco Nasdaq Biotechnology ETF 3.4 19 17 0.9 -8.5
TMFC Motley Fool 100 Index ETF 3.4 50 -14 4.0 -5.5
GINN Goldman Sachs Innovate Equity ETF 3.4 52 -16 2.7 -6.8
IWY iShares Russell Top 200 Growth ETF 3.3 20 16 4.9 -4.6
FIVG Defiance Next Gen Connectivity ETF 3.3 30 6 6.7 -2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.3 12 24 4.5 -5.0
IGM iShares Expanded Tech Sector ETF 3.3 41 -5 4.5 -5.0
DEMZ Democratic Large Cap Core ETF 3.3 45 -9 4.2 -5.2
SNPG Xtrackers S&P 500 Growth ESG ETF 3.3 15 21 4.8 -4.7
FDWM Fidelity Women's Leadership ETF 3.3 59 -23 4.8 -4.7
ISHP First Trust Nasdaq Retail ETF 3.2 60 -24 3.2 -6.3
GURU Global X Guru Index ETF 3.2 75 -39 2.5 -6.9
CLNR IQ Cleaner Transport ETF 3.1 45 -9 8.3 -1.2
YALL God Bless America ETF 3.1 65 -29 3.6 -5.9
VGT Vanguard Information Technology ETF 3.1 10 26 4.7 -4.8
JOET Virtus Terranova US Quality Momentum ETF 3.1 29 7 5.2 -4.3
BNE Blue Horizon BNE ETF 3.1 87 -51 5.0 -4.5
QQMG Invesco ESG NASDAQ 100 ETF 3.1 20 16 4.7 -4.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.0 15 21 4.7 -4.7
BKWO BNY Mellon Women's Opportunities ETF 3.0 50 -14 3.8 -5.7
IYF iShares U.S. Financials ETF 3.0 40 -4 6.3 -3.2
ECML Euclidean Fundamental Value ETF 3.0 95 -59 8.7 -0.8
IWF iShares Russell 1000 Growth ETF 3.0 19 17 4.7 -4.7
VONG Vanguard Russell 1000 Growth ETF 3.0 8 28 4.8 -4.6
FTEC Fidelity MSCI Information Technology Index ETF 3.0 8 28 4.8 -4.7
LEAD Siren DIVCON Leaders Dividend ETF 2.9 43 -7 5.2 -4.3
DFND Siren DIVCON Dividend Defender ETF 2.9 189 -153 3.9 -5.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 58 -22 5.4 -4.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.9 52 -16 5.4 -4.0
WCEO Hypatia Women CEO ETF 2.9 85 -49 5.2 -4.3
FXL First Trust Technology AlphaDEX Fund 2.8 61 -25 4.1 -5.4
DUSA Davis Select U.S. Equity ETF 2.8 61 -25 7.2 -2.3
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 -14 4.8 -4.7
IXN iShares Global Tech ETF 2.8 41 -5 4.3 -5.1
XRT SPDR S&P Retail ETF 2.7 35 1 8.8 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 2.7 59 -23 4.9 -4.5
XT iShares Exponential Technologies ETF 2.7 46 -10 3.9 -5.6
IETC iShares U.S. Tech Independence Focused ETF 2.7 18 18 4.4 -5.0
WDNA WisdomTree BioRevolution Fund 2.7 45 -9 -4.5 -14.0
SRHQ SRH U.S. Quality ETF 2.6 35 1 8.0 -1.4
GERM ETFMG Treatments Testing and Advancements ETF 2.6 68 -32 -6.6 -16.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.6 60 -24 6.4 -3.0
PKW Invesco Buyback Achievers ETF 2.6 62 -26 7.1 -2.4
XLF Financial Select Sector SPDR Fund 2.5 9 27 6.0 -3.5
TMFX Motley Fool Next Index ETF 2.5 50 -14 3.4 -6.1
NXTG First Trust Indxx NextG ETF 2.5 70 -34 6.0 -3.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.5 20 16 5.4 -4.0
BLES Inspire Global Hope ETF 2.5 61 -25 6.3 -3.1
BFOR ALPS Barron's 400 ETF 2.4 65 -29 6.6 -2.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.4 58 -22 4.6 -4.9
CGGO Capital Group Global Growth Equity ETF 2.3 47 -11 4.3 -5.2
BTHM BlackRock Future U.S. Themes ETF 2.3 60 -24 4.3 -5.2
PEXL Pacer US Export Leaders ETF 2.3 60 -24 5.1 -4.3
BIBL Inspire 100 ETF 2.3 35 1 4.8 -4.6
AIQ Global X Artificial Intelligence & Technology ETF 2.2 68 -32 4.2 -5.3
VFH Vanguard Financials ETF 2.2 10 26 6.4 -3.0
XPND First Trust Expanded Technology ETF 2.2 65 -29 3.9 -5.6
TINT ProShares Smart Materials ETF 2.2 58 -22 5.6 -3.8
HYDR Global X Hydrogen ETF 2.2 50 -14 -13.6 -23.0
ETHO Etho Climate Leadership U.S. ETF 2.1 47 -11 4.1 -5.4
XBI SPDR S&P BIOTECH ETF 2.1 35 1 -1.4 -10.8
FNCL Fidelity MSCI Financials Index ETF 2.1 8 28 6.5 -3.0
MISL First Trust Indxx Aerospace & Defense ETF 2.1 60 -24 3.4 -6.0
ITA iShares U.S. Aerospace & Defense ETF 2.1 40 -4 2.8 -6.7
FITE SPDR S&P Kensho Future Security ETF 2.1 45 -9 3.0 -6.4
ROKT SPDR S&P Kensho Final Frontiers ETF 2.1 45 -9 -0.6 -10.0
SHLD Global X Defense Tech ETF 2.1 50 -14 4.8 -4.6
XAR SPDR S&P Aerospace & Defense ETF 2.1 35 1 -1.2 -10.6
PPA Invesco Aerospace & Defense ETF 2.1 58 -22 3.5 -5.9
WOOD iShares Global Timber & Forestry ETF 2.1 42 -6 9.6 +0.2
VUG Vanguard Growth ETF 2.1 4 32 4.3 -5.2
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -29 4.7 -4.7
NETZ TCW Transform Systems ETF 2.1 75 -39 3.4 -6.0
IYG iShares US Financial Services ETF 2.1 40 -4 5.8 -3.7
PBJ Invesco Food & Beverage ETF 2.1 57 -21 5.4 -4.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.1 60 -24 4.7 -4.8
IAK iShares U.S. Insurance ETF 2.1 40 -4 6.3 -3.1
KIE SPDR S&P Insurance ETF 2.1 35 1 6.7 -2.8
ONEQ Fidelity Nasdaq Composite Index ETF 2.1 21 15 3.9 -5.6
EATV VegTech Plant-based Innovation & Climate ETF 2.1 75 -39 1.0 -8.4
AGQI First Trust Active Global Quality Income ETF 2.1 85 -49 5.8 -3.6
FCLD Fidelity Cloud Computing ETF 2.0 39 -3 2.4 -7.1
IDAT iShares Future Cloud 5G and Tech ETF 2.0 47 -11 4.5 -4.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 5 3.7 -5.7
XHB SPDR S&P Homebuilders ETF 2.0 35 1 8.6 -0.8
MILN Global X Millennial Consumer ETF 2.0 50 -14 2.4 -7.1
PKB Invesco Building & Construction ETF 2.0 62 -26 7.7 -1.7
ITB iShares U.S. Home Construction ETF 2.0 40 -4 10.8 +1.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.0 56 -20 1.7 -7.8
IQRA IQ CBRE Real Assets ETF 2.0 65 -29 5.9 -3.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 21 5.4 -4.1
DFNL Davis Select Financial ETF 2.0 63 -27 6.8 -2.6
BMED Future Health ETF 2.0 85 -49 0.2 -9.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.0 60 -24 -3.6 -13.0
SYNB Putnam BioRevolution ETF 2.0 70 -34 2.9 -6.6
MEDI Harbor Health Care ETF 2.0 80 -44 0.9 -8.6
CBSE Clough Select Equity ETF 2.0 85 -49 -2.3 -11.7
UTES Virtus Reaves Utilities ETF 2.0 49 -13 5.7 -3.8
KLDW Knowledge Leaders Developed World ETF 1.9 75 -39 4.9 -4.5
GDOC Goldman Sachs Future Health Care Equity ETF 1.9 75 -39 3.2 -6.3
XSD SPDR S&P Semiconductor ETF 1.9 35 1 5.1 -4.4
SMH VanEck Semiconductor ETF 1.9 35 1 4.2 -5.3
ARVR First Trust Indxx Metaverse ETF 1.9 70 -34 2.5 -7.0
SOXQ Invesco PHLX Semiconductor ETF 1.9 19 17 5.1 -4.4
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 1.9 40 -4 3.8 -5.7
FTXL First Trust Nasdaq Semiconductor ETF 1.9 60 -24 6.1 -3.4
IWTR iShares MSCI Water Management Multisector ETF 1.9 47 -11 4.8 -4.6
SOXX iShares Semiconductor ETF 1.9 35 1 5.3 -4.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.9 57 -21 3.8 -5.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.9 60 -24 3.9 -5.6
IBOT Vaneck Robotics ETF 1.9 47 -11 3.7 -5.7
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 -23 2.8 -6.7
PBE Invesco Biotechnology & Genome ETF 1.9 58 -22 0.7 -8.8
IBB iShares Biotechnology ETF 1.9 45 -9 0.9 -8.6
IDNA iShares Genomics Immunology and Healthcare ETF 1.9 47 -11 -5.2 -14.6
FBT First Trust NYSE Arca Biotechnology Index Fund 1.9 56 -20 0.1 -9.4
BBH VanEck Biotech ETF 1.9 35 1 5.2 -4.3
BLOK Amplify Transformational Data Sharing ETF 1.9 75 -39 1.1 -8.3
SKYY First Trust Cloud Computing ETF 1.9 60 -24 3.5 -6.0
SNSR Global X Internet of Things ETF 1.9 68 -32 4.3 -5.2
IBLC iShares Blockchain and Tech ETF 1.9 47 -11 -1.0 -10.4
KOIN Capital Link Global Fintech Leaders ETF 1.9 75 -39 4.6 -4.8
INNO Harbor Disruptive Innovation ETF 1.9 75 -39 -3.5 -13.0
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 21 3.7 -5.7
EATZ AdvisorShares Restaurant ETF 1.9 101 -65 2.7 -6.8
DWLD Davis Select Worldwide ETF 1.9 63 -27 5.6 -3.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 1.9 75 -39 4.9 -4.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -39 6.7 -2.8
XTN SPDR S&P Transportation ETF 1.9 35 1 1.0 -8.5
SEA U.S. Global Sea to Sky Cargo ETF 1.9 60 -24 24.1 +14.6
SHPP Pacer Industrials and Logistics ETF 1.9 60 -24 8.9 -0.6
SUPL ProShares Supply Chain Logistics ETF 1.9 58 -22 13.1 +3.6
IYT iShares US Transportation ETF 1.9 40 -4 2.1 -7.3
RUFF Alpha Dog ETF 1.8 94 -58 4.8 -4.7
KCAL Subversive Food Security ETF 1.8 75 -39 0.0 -9.5
IVW iShares S&P 500 Growth ETF 1.8 18 18 4.5 -5.0
SPYG SPDR Portfolio S&P 500 Growth ETF 1.8 4 32 4.6 -4.8
VCLN Virtus Duff & Phelps Clean Energy ETF 1.7 59 -23 3.5 -6.0
IUSG iShares Core S&P U.S. Growth ETF 1.7 4 32 4.6 -4.8
STXG Strive 1000 Growth ETF 1.7 18 18 4.2 -5.2
RUNN Running Oak Efficient Growth ETF 1.7 58 -22 4.8 -4.6
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -39 5.3 -4.2
TMFG Motley Fool Global Opportunities ETF 1.6 85 -49 3.3 -6.2
OALC OneAscent Large Cap Core ETF 1.6 86 -50 5.9 -3.6
NTZG Nuveen Global Net Zero Transition ETF 1.6 56 -20 4.9 -4.5
DRIV Global X Autonomous & Electric Vehicles ETF 1.6 68 -32 3.4 -6.1
BBP Virtus LifeSci Biotech Products ETF 1.6 79 -43 -4.8 -14.2
MGK Vanguard Mega Cap Growth ETF 1.6 7 29 4.4 -5.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.6 61 -25 6.2 -3.3
QQQN VictoryShares Nasdaq Next 50 ETF 1.5 18 18 4.5 -4.9
IXG iShares Global Financials ETF 1.5 42 -6 6.8 -2.6
GNOM Global X Genomics & Biotechnology ETF 1.5 50 -14 -5.4 -14.9
CGGR Capital Group Growth ETF 1.4 39 -3 3.5 -6.0
CNCR Range Cancer Therapeutics ETF 1.3 79 -43 -32.7 -42.1
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 1.3 72 -36 2.2 -7.3
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -24 7.9 -1.6
FDMO Fidelity Momentum Factor ETF 1.3 15 21 3.7 -5.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 -24 10.2 +0.7
KBWD Invesco KBW High Dividend Yield Financial ETF 1.2 384 -348 8.5 -1.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.2 68 -32 1.1 -8.3
SPMO Invesco S&P 500 Momentum ETF 1.1 13 23 3.7 -5.7
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 1.1 75 -39 -35.0 -44.4
IBUY Amplify Online Retail ETF 1.1 65 -29 1.8 -7.7
KOMP SPDR S&P Kensho New Economies Composite ETF 1.1 20 16 2.1 -7.4
VRAI Virtus Real Asset Income ETF 1.0 55 -19 8.6 -0.9
TRFK Pacer Data and Digital Revolution ETF 1.0 60 -24 4.0 -5.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.0 47 -11 0.7 -8.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -28 2.1 -7.4
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 32 6.3 -3.1
GK AdvisorShares Gerber Kawasaki ETF 0.9 75 -39 3.2 -6.2
LCLG Logan Capital Broad Innovative Growth ETF 0.9 99 -63 4.9 -4.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 11 8.8 -0.6
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -53 4.8 -4.7
LRGE ClearBridge Large Cap Growth ESG ETF 0.9 59 -23 3.4 -6.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -34 9.2 -0.3
MVPS Amplify Thematic All-Stars ETF 0.9 49 -13 1.7 -7.8
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 10 4.4 -5.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -24 6.7 -2.8
XSW SPDR S&P Software & Services ETF 0.8 35 1 2.9 -6.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 32 6.1 -3.3
HELX Franklin Genomic Advancements ETF 0.7 50 -14 1.7 -7.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.7 6 30 4.3 -5.2
TRFM AAM Transformers ETF 0.7 49 -13 1.2 -8.2
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -19 11.8 +2.3
IQM Franklin Intelligent Machines ETF 0.7 50 -14 3.1 -6.4
IGPT Invesco AI and Next Gen Software ETF 0.6 60 -24 3.8 -5.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 21 6.3 -3.2
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 13 3.8 -5.6
WISE Themes Generative Artificial Intelligence ETF 0.6 35 1 2.1 -7.3
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 21 7.6 -1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -24 6.0 -3.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -43 6.2 -3.2
QGRO American Century U.S. Quality Growth ETF 0.5 29 7 5.8 -3.6
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 8 4.7 -4.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -29 1.6 -7.8
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 23 2.8 -6.7
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 8 8.2 -1.2
TTAI FCF International Quality ETF 0.4 59 -23 7.4 -2.1
CLOU Global X Cloud Computing ETF 0.3 68 -32 2.1 -7.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.3 45 -9 4.9 -4.6
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -23 2.6 -6.9
VOT Vanguard Mid-Cap Growth ETF 0.3 7 29 4.2 -5.3
SFYX SoFi Next 500 ETF 0.2 0 36 5.6 -3.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.2 18 18 4.3 -5.1
VBR Vanguard Small Cap Value ETF 0.2 7 29 8.2 -1.3
SMMD iShares Russell 2500 ETF 0.2 15 21 6.0 -3.5
ILCG iShares Morningstar Growth ETF 0.2 4 32 4.1 -5.4
TEQI T. Rowe Price Equity Income ETF 0.1 54 -18 4.1 -5.4
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.1 85 -49 -0.9 -10.3
VB Vanguard Small-Cap ETF 0.1 5 31 5.4 -4.1
SXQG ETC 6 Meridian Quality Growth ETF 0.1 100 -64 4.4 -5.0
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -14 4.9 -4.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -16 4.2 -5.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -21 3.6 -5.9
ARB AltShares Merger Arbitrage ETF -7.6 77 -41 -0.2 -9.6

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

  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:		 ALPS Sector Dividend Dogs ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 17.0 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 36 bp
Equals: ALTAR Score 9.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.74 CATEGORY
AVERAGE		 1.55
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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