First Trust SMID Cap Rising Dividend Achievers ETF
ALTAR
Score™
7.3% info Recommen-
dation
OVERWEIGHT
2025E    2026E
P/E
ratio
14.8x P/Sales
ratio
1.7x
P/BV
ratio
2.1x Div.
yield
1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SDVY tracks an equally weighted index of small- and midcap US companies with historically increasing dividends that meet various fundamental criteria.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com
Inception date Nov 02, 2017
Assets (mns) $9,004
Currency USD
Expense ratio 60 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 182
Wgt avg mkt cap (mns) $9,668
Large cap (>$10bn) 37.2%
Mid cap ($2-10bn) 53.1%
Small cap (<$2bn) 8.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
COMFORT SYSTEMS USA INC 1.5 %
CAREER EDUCATION CORP 1.4 %
INTERDIGITAL INC 1.2 %
ENERSYS 1.2 %
CLEAR SECURE, INC. CLASS A 1.1 %
INSTALLED BUILDING PRODUCTS 1.1 %
COCA-COLA BOTTLING CO CONSOL 1.1 %
MUELLER INDUSTRIES INC 1.1 %
WOODWARD INC 1.1 %
RALPH LAUREN CORP 1.1 %
Total 11.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.6 %
BERMUDA 3.1 %
PUERTO RICO 1.6 %
SWITZERLAND 1.0 %
BAHAMAS 0.6 %
COLOMBIA 0.5 %
IRELAND 0.5 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.4% 3.8% 16.5% -- 9.9%

Market Correlations
versus... Beta R-squared
S&P500 1.22 58%
MSCI EAFE 0.82 34%
MSCI Emg. Mkts. 0.60 22%

Technical Indicators
Recent close $37.22
30d moving avg. $37.54
Annualized volatility 20.8%
Short interest (ETF) 0.1%
Short interest (Underlying) 3.2%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 1,227
Turnover 0.5%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $5,732

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 975 potential alternatives to the First Trust SMID Cap Rising Dividend Achievers ETF ETF based on the alternatives' overlap in portfolio holdings with SDVY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SDVY Expense: 60 bp ALTAR Score™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SDVY
Ticker Fund
Name
Overlap1
vs SDVY
(%)
Expense
ratio
(bp)
Savings
vs SDVY
(bp)
ALTAR
Score™
(%)
ALTAR
vs SDVY
(%)
FSCS First Trust SMID Capital Strength ETF 28.2 60 0 7.3 +0.0
RNMC First Trust Mid Cap US Equity Select ETF 26.1 60 0 7.2 -0.1
AFMC First Trust Active Factor Mid Cap ETF 25.9 65 -5 8.6 +1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 23.3 48 12 9.2 +1.9
DON WisdomTree U.S. MidCap Dividend Fund 23.1 38 22 9.4 +2.1
FSGS First Trust SMID Growth Strength ETF 23.1 60 0 5.3 -2.0
FSMD Fidelity Small-Mid Multifactor ETF 22.2 15 45 7.1 -0.2
AVMV Avantis U.S. Mid Cap Value ETF 21.7 20 40 9.2 +1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 21.0 15 45 8.3 +1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 20.4 12 48 7.5 +0.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 19.8 7 53 6.0 -1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 19.2 15 45 6.2 -1.1
EZM WisdomTree U.S. MidCap Fund 19.1 38 22 9.0 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 19.1 24 36 7.8 +0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 19.1 17 43 6.1 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 19.1 15 45 6.3 -1.0
FNK First Trust Mid Cap Value AlphaDEX Fund 19.0 70 -10 11.2 +3.9
MDY SPDR S&P Midcap 400 ETF Trust 18.8 24 36 7.3 +0.0
IJH iShares Core S&P Mid-Cap ETF 18.8 5 55 7.5 +0.2
RNSC Furst Trust Small Cap US Equity Select ETF 18.6 60 0 5.4 -1.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 18.5 10 50 6.2 -1.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 18.5 15 45 6.2 -1.1
AVMC Avantis U.S. Mid Cap Equity ETF 18.3 18 42 7.1 -0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 18.3 15 45 7.6 +0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 18.1 3 57 7.5 +0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 18.1 35 25 7.6 +0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 18.1 7 53 7.5 +0.3
TPSC Timothy Plan US Small Cap Core ETF 18.0 52 8 7.3 -0.0
VFMF Vanguard U.S. Multifactor ETF 17.9 18 42 8.0 +0.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 17.9 35 25 10.1 +2.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 17.5 80 -20 8.2 +0.9
VBR Vanguard Small Cap Value ETF 17.2 7 53 9.4 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 17.1 60 0 7.2 -0.0
JHMM John Hancock Multifactor Mid Cap ETF 17.1 42 18 6.5 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 17.1 4 56 6.2 -1.1
BFOR ALPS Barron's 400 ETF 16.4 65 -5 6.2 -1.1
PSC Principal U.S. Small-Cap ETF 16.0 38 22 7.2 -0.1
SCHM Schwab U.S. Mid-Cap ETF 15.7 4 56 7.3 +0.0
STXM Strive Mid-Cap ETF 15.6 18 42 6.7 -0.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 15.4 49 11 7.1 -0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 15.1 35 25 7.3 0.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 15.1 20 40 8.3 +1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 14.9 25 35 8.1 +0.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 14.8 20 40 7.0 -0.3
KBE State Street SPDR S&P Bank ETF 14.7 35 25 10.0 +2.8
JHSC John Hancock Multifactor Small Cap ETF 14.7 42 18 7.0 -0.3
VB Vanguard Small-Cap ETF 14.5 5 55 6.4 -0.9
DFAS Dimensional U.S. Small Cap ETF 14.4 26 34 6.9 -0.4
FXO First Trust Financials AlphaDEX Fund 14.3 62 -2 8.5 +1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 14.3 29 31 8.5 +1.2
XSHQ Invesco S&P SmallCap Quality ETF 14.3 29 31 8.0 +0.7
AVUV Avantis U.S. Small Cap Value ETF 14.3 25 35 10.2 +2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 14.1 18 42 8.9 +1.6
DEUS Xtrackers Russell US Multifactor ETF 14.1 17 43 7.0 -0.3
XMHQ Invesco S&P MidCap Quality ETF 14.1 25 35 7.0 -0.3
SFYX SoFi Next 500 ETF 14.0 0 60 6.2 -1.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 13.8 30 30 8.3 +1.0
DFAT Dimensional U.S. Targeted Value ETF 13.8 28 32 10.3 +3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 13.8 43 17 6.3 -1.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 13.7 15 45 8.9 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13.7 24 36 8.4 +1.1
FMDE Fidelity Enhanced Mid Cap ETF 13.7 23 37 6.1 -1.2
NUSC Nuveen ESG Small-Cap ETF 13.6 31 29 5.4 -1.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 13.6 10 50 9.1 +1.8
SMCF Themes US Small Cap Cash Flow Champions ETF 13.6 29 31 12.1 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 13.6 4 56 6.0 -1.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 13.4 20 40 6.2 -1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.4 40 20 7.6 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 13.4 67 -7 10.2 +3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 13.3 30 30 7.3 -0.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 12.9 20 40 5.8 -1.5
AFSM First Trust Active Factor Small Cap ETF 12.9 75 -15 7.7 +0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 12.8 17 43 6.1 -1.2
RWK Invesco S&P MidCap 400 Revenue ETF 12.8 39 21 10.1 +2.8
ROSC Hartford Multifactor Small Cap ETF 12.8 34 26 9.3 +2.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 12.7 61 -1 7.3 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 12.6 6 54 3.1 -4.2
ISCB iShares Morningstar Small-Cap ETF 12.4 4 56 6.4 -0.9
FDLS Inspire Fidelis Multi Factor ETF 12.3 76 -16 4.8 -2.5
VAMO Cambria Value & Momentum ETF 12.3 61 -1 6.6 -0.7
STXK Strive Small-Cap ETF 12.3 18 42 6.3 -1.0
CVY Invesco Zacks Multi-Asset Income ETF 12.2 106 -46 12.1 +4.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 12.2 52 8 5.9 -1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 12.2 58 2 5.7 -1.6
CZA Invesco Zacks Mid-Cap ETF 12.2 72 -12 7.5 +0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 12.1 80 -20 6.3 -1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 12.0 39 21 6.0 -1.2
XMVM Invesco S&P MidCap Value with Momentum ETF 11.9 39 21 9.9 +2.6
RDVY First Trust Rising Dividend Achievers ETF 11.9 50 10 6.5 -0.8
ISCV iShares Morningstar Small Cap Value ETF 11.9 6 54 9.6 +2.3
GRPM Invesco S&P MidCap 400 GARP ETF 11.9 35 25 8.1 +0.9
FNDA Schwab Fundamental US Small Co. Index ETF 11.9 25 35 9.2 +1.9
FESM Fidelity Enhanced Small Cap ETF 11.7 28 32 7.1 -0.2
VFQY Vanguard U.S. Quality Factor ETF 11.7 13 47 6.3 -1.0
IJT iShares S&P Small-Cap 600 Growth ETF 11.6 18 42 5.7 -1.6
ETHO Etho Climate Leadership U.S. ETF 11.5 47 13 5.8 -1.5
DFSV Dimensional US Small Cap Value ETF 11.3 31 29 10.7 +3.4
KRE State Street SPDR S&P Regional Banking ETF 11.2 35 25 10.2 +2.9
DES WisdomTree U.S. SmallCap Dividend Fund 11.2 38 22 9.6 +2.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 11.2 12 48 8.4 +1.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 11.2 15 45 5.7 -1.5
DSMC Distillate Small/Mid Cash Flow ETF 11.2 55 5 13.2 +5.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 11.2 75 -15 7.9 +0.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 11.1 10 50 5.8 -1.5
XJR iShares ESG Screened S&P Small-Cap ETF 11.1 12 48 7.8 +0.5
IWS iShares Russell Mid-Cap Value ETF 11.0 23 37 7.4 +0.1
IJR iShares Core S&P Small Cap ETF 11.0 6 54 7.9 +0.6
ISMD Inspire Small/Mid Cap ETF 11.0 54 6 5.7 -1.5
WTV WisdomTree US Value Fund of Benef Interest 10.9 12 48 9.2 +1.9
GVLU Gotham 1000 Value ETF 10.9 50 10 9.1 +1.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 10.8 15 45 8.0 +0.7
FLRG Fidelity U.S. Multifactor ETF 10.8 15 45 7.1 -0.2
FLDZ RiverNorth Patriot ETF 10.8 75 -15 6.5 -0.8
SCHA Schwab U.S. Small-Cap ETF 10.7 4 56 6.5 -0.8
USMF WisdomTree U.S. Multifactor Fund 10.6 28 32 7.5 +0.2
VXF Vanguard Extended Market ETF 10.5 5 55 4.9 -2.4
AVLV Avantis U.S. Large Cap Value ETF 10.5 15 45 8.0 +0.7
PAVE Global X U.S. Infrastructure Development ETF 10.4 47 13 5.3 -2.0
OSCV Opus Small Cap Value ETF 10.4 79 -19 7.3 +0.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 10.3 3 57 8.0 +0.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 10.3 20 40 10.4 +3.1
VIOO Vanguard S&P Small-Cap 600 ETF 10.2 7 53 7.9 +0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 10.2 70 -10 5.0 -2.3
ROUS Hartford Multifactor US Equity ETF 10.1 19 41 7.2 -0.1
HWAY Themes US Infrastructure ETF 10.1 29 31 6.2 -1.1
XMLV Invesco S&P MidCap Low Volatility ETF 10.1 25 35 7.3 +0.0
SMMD iShares Russell 2500 ETF 10.0 15 45 7.1 -0.1
IWR iShares Russell Midcap ETF 10.0 19 41 6.4 -0.9
RSSL Global X Russell 2000 ETF 9.9 8 52 4.3 -3.0
FTXO First Trust Nasdaq Bank ETF 9.8 60 0 8.8 +1.6
FVD First Trust Value Line Dividend Index Fund 9.8 65 -5 6.3 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 9.8 35 25 6.2 -1.1
XMMO Invesco S&P MidCap Momentum ETF 9.8 34 26 4.4 -2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.8 40 20 6.1 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 9.7 70 -10 2.3 -4.9
CALF Pacer US Small Cap Cash Cows 100 ETF 9.7 59 1 10.8 +3.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 9.7 35 25 5.6 -1.7
VALQ American Century U.S. Quality Value ETF 9.6 29 31 8.1 +0.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 9.6 40 20 4.9 -2.4
IWM iShares Russell 2000 ETF 9.5 19 41 4.4 -2.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 9.5 49 11 11.3 +4.0
VBK Vanguard Small-Cap Growth ETF 9.4 7 53 1.9 -5.4
VTWO Vanguard Russell 2000 ETF 9.3 7 53 4.4 -2.9
IWN iShares Russell 2000 Value ETF 9.2 24 36 7.9 +0.6
VFVA Vanguard U.S. Value Factor ETF 9.2 13 47 11.0 +3.7
VFMO Vanguard U.S. Momentum Factor ETF 9.2 13 47 3.3 -4.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 9.2 38 22 10.4 +3.1
VTWV Vanguard Russell 2000 Value ETF 9.1 10 50 8.0 +0.7
DSTL Distillate US Fundamental Stability & Value ETF 9.0 39 21 8.7 +1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 9.0 9 51 4.2 -3.1
SQLV Royce Quant Small-Cap Quality Value ETF 9.0 60 0 9.7 +2.5
AFLG First Trust Active Factor Large Cap ETF 9.0 55 5 6.5 -0.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 9.0 35 25 7.7 +0.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 8.9 12 48 7.6 +0.3
KIE State Street SPDR S&P Insurance ETF 8.8 35 25 7.0 -0.3
FTDS First Trust Dividend Strength ETF 8.8 70 -10 8.7 +1.4
PDP Invesco Dorsey Wright Momentum ETF 8.7 62 -2 2.2 -5.1
FIDU Fidelity MSCI Industrial Index ETF 8.7 8 52 4.6 -2.7
SURE AdvisorShares Insiders Advantage ETF 8.7 90 -30 10.0 +2.7
FYX First Trust Small Cap Core AlphaDEX Fund 8.6 61 -1 6.0 -1.3
IWO iShares Russell 2000 Growth ETF 8.6 24 36 0.9 -6.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.6 18 42 7.9 +0.6
AVSU Avantis Responsible U.S. Equity ETF 8.6 15 45 6.0 -1.3
VTWG Vanguard Russell 2000 Growth ETF 8.5 10 50 1.0 -6.3
JPSV JPMorgan Active Small Cap Value ETF 8.4 74 -14 8.7 +1.5
SDY State Street SPDR S&P Dividend ETF 8.3 35 25 6.9 -0.4
JVAL JPMorgan U.S. Value Factor ETF 8.3 12 48 8.1 +0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.3 64 -4 1.2 -6.0
SMDV ProShares Russell 2000 Dividend Growers ETF 8.3 40 20 8.0 +0.7
XSLV Invesco S&P SmallCap Low Volatility ETF 8.3 25 35 9.0 +1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 8.2 39 21 4.5 -2.8
DXUV Dimensional US Vector Equity ETF 8.1 28 32 6.3 -1.0
SRHQ SRH U.S. Quality ETF 8.1 35 25 7.8 +0.5
FEX First Trust Large Cap Core AlphaDEX Fund 8.1 59 1 6.1 -1.2
DGLO First Trust RBA Deglobalization ETF 8.1 70 -10 7.0 -0.3
TAX Cambria Tax Aware ETF 8.0 49 11 6.3 -1.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 7.9 59 1 10.2 +2.9
BUL Pacer US Cash Cows Growth ETF 7.9 60 0 5.4 -1.9
AIRR First Trust RBA American Industrial Renaissance ETF 7.9 70 -10 5.2 -2.1
EES WisdomTree U.S. SmallCap Fund 7.9 38 22 9.0 +1.7
SYLD Cambria Shareholder Yield ETF 7.7 59 1 13.0 +5.7
AUSF Global X Adaptive U.S. Factor ETF 7.7 27 33 9.2 +2.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.7 15 45 9.2 +2.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.6 39 21 3.0 -4.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.6 40 20 7.0 -0.3
HOMZ Hoya Capital Housing ETF 7.6 30 30 9.8 +2.5
HDUS Hartford Disciplined US Equity ETF 7.6 19 41 5.9 -1.4
VIS Vanguard Industrials ETF 7.5 9 51 4.7 -2.6
NUMV Nuveen ESG Mid-Cap Value ETF 7.5 31 29 7.1 -0.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 7.5 59 1 6.7 -0.6
TTAC FCF US Quality ETF 7.5 59 1 6.0 -1.3
ROE Astoria US Quality Kings ETF 7.5 49 11 7.2 -0.1
AVSC Avantis U.S Small Cap Equity ETF 7.5 25 35 5.4 -1.8
QDF FlexShares Quality Dividend Index Fund 7.5 37 23 6.4 -0.9
LST Leuthold Select Industries ETF 7.4 91 -31 5.5 -1.7
IJS iShares S&P Small-Cap 600 Value ETF 7.4 18 42 10.2 +2.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 7.3 35 25 3.9 -3.4
IAK iShares U.S. Insurance ETF 7.3 40 20 7.2 -0.1
ECML Euclidean Fundamental Value ETF 7.3 95 -35 10.9 +3.6
KBWR Invesco KBW Regional Banking ETF 7.2 35 25 10.2 +2.9
FYT First Trust Small Cap Value AlphaDEX Fund 7.2 73 -13 12.2 +4.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 7.1 15 45 4.3 -2.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.1 61 -1 7.7 +0.5
WCEO Hypatia Women CEO ETF 7.1 85 -25 3.2 -4.1
MADE iShares U.S. Manufacturing ETF 7.1 40 20 5.0 -2.2
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 56 6.4 -0.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.0 55 5 10.5 +3.2
SIZE iShares MSCI USA Size Factor ETF 7.0 15 45 6.3 -1.0
JQUA JPMorgan U.S. Quality Factor ETF 7.0 12 48 6.1 -1.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 7.0 15 45 10.2 +2.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 7.0 10 50 10.2 +2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.0 9 51 6.4 -0.9
AVUS Avantis U.S. Equity ETF 6.9 15 45 5.9 -1.4
RSP Invesco S&P 500 Equal Weight ETF 6.9 20 40 6.9 -0.4
EBI Longview Advantage ETF 6.9 35 25 6.9 -0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 6.9 35 25 6.0 -1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.9 60 0 6.5 -0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 6.9 65 -5 5.0 -2.3
HLGE Hartford Longevity Economy ETF 6.9 44 16 6.3 -1.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.9 60 0 6.2 -1.1
EUSA iShares MSCI USA Equal Weighted ETF 6.8 9 51 6.5 -0.8
MDCP VictoryShares THB Mid Cap ESG ETF 6.8 55 5 5.8 -1.5
SPVM Invesco S&P 500 Value with Momentum ETF 6.8 39 21 7.7 +0.4
VOE Vanguard Mid-Cap Value ETF 6.6 7 53 7.9 +0.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 6.6 36 24 11.1 +3.8
IMCV iShares Morningstar Mid-Cap Value ETF 6.6 6 54 8.4 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 6.6 50 10 5.8 -1.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 6.6 12 48 6.1 -1.2
OPTZ Optimize Strategy Index ETF 6.6 50 10 4.9 -2.4
REVS Columbia Research Enhanced Value ETF 6.6 19 41 7.9 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 6.6 37 23 6.3 -1.0
FNCL Fidelity MSCI Financials Index ETF 6.6 8 52 6.8 -0.5
IMCG iShares Morningstar Mid-Cap Growth ETF 6.6 6 54 4.3 -3.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 6.5 55 5 4.4 -2.9
EQAL Invesco Russell 1000 Equal Weight ETF 6.5 20 40 7.3 +0.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 6.5 39 21 10.3 +3.0
IAT iShares U.S. Regional Banks ETF 6.5 40 20 9.8 +2.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6.4 60 0 7.9 +0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 6.4 59 1 2.2 -5.1
RUNN Running Oak Efficient Growth ETF 6.4 58 2 5.3 -2.0
ABFL Abacus FCF Leaders ETF 6.4 59 1 5.2 -2.1
TMFX Motley Fool Next Index ETF 6.4 50 10 3.4 -3.9
RFV Invesco S&P Midcap 400 Pure Value ETF 6.4 35 25 13.5 +6.2
FTA First Trust Large Cap Value AlphaDEX Fund 6.3 59 1 9.0 +1.8
SSPY Syntax Stratified LargeCap ETF 6.3 30 30 6.9 -0.4
TPHD Timothy Plan High Dividend Stock ETF 6.3 52 8 7.3 +0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.3 54 6 7.3 +0.0
ALTL Pacer Lunt Large Cap Alternator ETF 6.3 60 0 5.0 -2.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.2 65 -5 6.6 -0.7
FCPI Fidelity Stocks for Inflation ETF 6.2 15 45 8.0 +0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 6.2 80 -20 6.5 -0.8
RNIN Bushido Capital US SMID Cap Equity ETF 6.2 70 -10 13.1 +5.8
IYF iShares U.S. Financials ETF 6.2 40 20 6.2 -1.1
VFH Vanguard Financials ETF 6.2 9 51 6.8 -0.5
DFUV Dimensional US Marketwide Value ETF 6.2 22 38 7.6 +0.4
SVAL iShares US Small Cap Value Factor ETF 6.1 20 40 9.2 +1.9
PEXL Pacer US Export Leaders ETF 6.1 60 0 4.9 -2.4
PTL Inspire 500 ETF 6.1 9 51 5.6 -1.7
FIW First Trust Water ETF 6.1 53 7 5.1 -2.2
PHO Invesco Water Resources ETF 6.1 60 0 4.9 -2.4
RPG Invesco S&P 500 Pure Growth ETF 6.1 35 25 3.6 -3.7
DFAC Dimensional U.S. Core Equity 2 ETF 6.1 17 43 5.7 -1.6
PKW Invesco Buyback Achievers ETF 6.0 62 -2 8.4 +1.1
FYC First Trust Small Cap Growth AlphaDEX Fund 6.0 71 -11 -1.6 -8.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 6.0 40 20 5.4 -1.9
PKB Invesco Building & Construction ETF 6.0 62 -2 4.5 -2.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 6.0 60 0 10.6 +3.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.9 60 0 4.3 -3.0
QVAL Alpha Architect US Quantitative Value ETF 5.9 39 21 9.8 +2.5
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 30 8.6 +1.3
XSMO Invesco S&P SmallCap Momentum ETF 5.8 39 21 4.7 -2.6
IYJ iShares U.S. Industrials ETF 5.8 40 20 4.9 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 5.8 25 35 5.7 -1.6
DFSU Dimensional US Sustainability Core 1 ETF 5.7 18 42 5.5 -1.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 5.7 75 -15 4.7 -2.6
PSCF Invesco S&P SmallCap Financials ETF 5.7 29 31 10.0 +2.7
VSDA VictoryShares Dividend Accelerator ETF 5.7 35 25 7.5 +0.2
IFRA iShares U.S. Infrastructure ETF 5.7 30 30 6.6 -0.7
AVIE Avantis  Inflation Focused Equity ETF 5.7 25 35 7.2 -0.1
QGRO American Century U.S. Quality Growth ETF 5.6 29 31 3.9 -3.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 0 6.5 -0.8
QABA First Trust NASDAQ ABA Community Bank Index Fund 5.6 60 0 9.5 +2.2
PY Principal Value ETF 5.6 15 45 7.4 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.5 13 47 6.0 -1.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 5.5 35 25 9.5 +2.3
THRO iShares U.S. Thematic Rotation Active ETF 5.5 90 -30 4.4 -2.9
JMOM JPMorgan U.S. Momentum Factor ETF 5.5 12 48 4.7 -2.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.5 25 35 12.7 +5.4
XHB State Street SPDR S&P Homebuilders ETF 5.5 35 25 11.7 +4.4
VO Vanguard Mid-Cap ETF 5.4 4 56 6.1 -1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.4 29 31 6.6 -0.7
LRGF iShares U.S. Equity Factor ETF 5.3 8 52 5.6 -1.7
MBOX Freedom Day Dividend ETF 5.3 39 21 7.9 +0.6
KONG Formidable Fortress ETF 5.3 89 -29 6.4 -0.9
DCOR Dimensional US Core Equity 1 ETF 5.2 14 46 5.5 -1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.2 15 45 7.8 +0.5
VUSE Vident U.S. Equity Strategy ETF 5.1 50 10 4.5 -2.8
TBLU Tortoise Global Water ESG ETF 5.1 40 20 4.7 -2.6
SIXS ETC 6 Meridian Small Cap Equity ETF 5.1 89 -29 9.8 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.1 20 40 6.7 -0.6
QLV FlexShares US Quality Low Volatility Index Fund 5.1 22 38 5.8 -1.5
GDIV Harbor Dividend Growth Leaders ETF 5.0 50 10 5.3 -2.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.0 60 0 -1.0 -8.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.0 60 0 7.0 -0.3
PSCI Invesco S&P SmallCap Industrials ETF 4.9 29 31 5.8 -1.4
JOET Virtus Terranova US Quality Momentum ETF 4.9 29 31 5.1 -2.2
LOWV AB US Low Volatility Equity ETF 4.9 48 12 5.4 -1.9
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.8 60 0 6.7 -0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.8 95 -35 0.3 -7.0
BLES Inspire Global Hope ETF 4.8 61 -1 7.0 -0.3
JSTC Adasina Social Justice All Cap Global ETF 4.7 89 -29 5.2 -2.1
XOEF iShares S&P 500 ex S&P 100 ETF 4.7 20 40 5.8 -1.5
FMKT The Free Markets ETF 4.7 76 -16 3.7 -3.6
IWP iShares Russell Mid-Cap Growth ETF 4.7 23 37 3.5 -3.8
YOKE Yoke Core ETF 4.7 42 18 5.2 -2.1
USCF Themes US Cash Flow Champions ETF 4.7 29 31 9.0 +1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 4.6 9 51 5.4 -1.9
PSET Principal Quality ETF 4.6 15 45 5.5 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 4.6 15 45 5.5 -1.7
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 4.6 29 31 10.5 +3.2
JHML John Hancock Multifactor Large Cap ETF 4.6 29 31 5.5 -1.8
TXS Texas Capital Texas Equity Index ETF 4.6 49 11 6.2 -1.1
STXV Strive 1000 Value ETF 4.6 18 42 8.3 +1.0
NUDV Nuveen ESG Dividend ETF 4.5 26 34 7.7 +0.4
FELV Fidelity Enhanced Large Cap Value ETF 4.5 18 42 6.9 -0.4
LGCF Themes US Cash Flow Champions ETF 4.4 30 30 8.3 +1.1
MAGA Point Bridge America First ETF 4.4 72 -12 6.5 -0.8
ZIG Acquirers Fund 4.4 84 -24 21.1 +13.8
SPHB Invesco S&P 500 High Beta ETF 4.4 25 35 5.4 -1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.3 12 48 7.6 +0.3
KBWP Invesco KBW Property & Casualty Insurance ETF 4.3 35 25 7.1 -0.2
FTCS First Trust Capital Strength ETF 4.3 55 5 5.9 -1.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.2 79 -19 6.4 -0.9
FFOX FundX Future Fund Opportunities ETF 4.2 100 -40 4.2 -3.0
KCE State Street SPDR S&P Capital Markets ETF 4.2 35 25 6.7 -0.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.2 60 0 1.6 -5.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.2 50 10 9.0 +1.8
IYG iShares US Financial Services ETF 4.1 40 20 5.7 -1.6
KRMA Global X Conscious Companies ETF 4.1 43 17 6.1 -1.2
SCHD Schwab US Dividend Equity ETF 4.1 6 54 10.1 +2.8
HKND Humankind US Stock ETF 4.1 11 49 7.2 -0.1
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 32 6.4 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.0 12 48 6.7 -0.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 4.0 8 52 4.7 -2.6
ULVM VictoryShares US Value Momentum ETF 4.0 20 40 7.5 +0.2
COWS Amplify Cash Flow Dividend Leaders ETF 4.0 0 60 12.6 +5.4
COWZ Pacer US Cash Cows 100 ETF 4.0 49 11 8.8 +1.5
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 0 5.7 -1.6
BEEZ Honeytree U.S. Equity ETF 3.9 64 -4 4.1 -3.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.9 35 25 6.3 -1.0
ITB iShares U.S. Home Construction ETF 3.9 40 20 12.2 +4.9
DFLV Dimensional US Large Cap Value ETF 3.9 22 38 7.8 +0.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.9 60 0 2.1 -5.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.9 19 41 6.4 -0.9
VFLO VictoryShares Free Cash Flow ETF 3.9 39 21 10.4 +3.1
GOP Unusual Whales Subversive Republican Trading ETF 3.8 50 10 5.6 -1.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.7 39 21 4.1 -3.1
SMRI Bushido Capital US Equity ETF 3.7 71 -11 10.3 +3.0
GQQQ Astoria US Quality Growth Kings ETF 3.7 35 25 4.9 -2.4
XITK State Street SPDR FactSet Innovative Technology ETF 3.7 45 15 -0.0 -7.3
FMTM MarketDesk Focused U.S. Momentum ETF 3.7 45 15 3.2 -4.1
DFVX Dimensional US Large Cap Vector ETF 3.7 22 38 6.5 -0.8
DVY iShares Select Dividend ETF 3.7 38 22 9.3 +2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.7 65 -5 2.5 -4.7
IWD iShares Russell 1000 Value ETF 3.7 19 41 6.6 -0.7
VONV Vanguard Russell 1000 Value ETF 3.7 7 53 6.7 -0.6
VCR Vanguard Consumer Discretionary ETF 3.6 9 51 5.0 -2.3
EBLU Ecofin Global Water ESG Fund 3.6 40 20 4.6 -2.7
MGMT Ballast Small/Mid Cap ETF 3.6 110 -50 8.9 +1.6
ABLD Abacus FCF Real Assets Leaders ETF 3.6 69 -9 6.8 -0.5
HAPS Harbor Human Capital Factor US Small Cap ETF 3.6 60 0 4.0 -3.3
FDWM Fidelity Women's Leadership ETF 3.6 59 1 4.8 -2.5
RECS Columbia Research Enhanced Core ETF 3.6 15 45 5.9 -1.4
CGW Invesco S&P Global Water Index ETF 3.6 57 3 4.8 -2.5
AQWA Global X Clean Water ETF 3.5 50 10 5.2 -2.1
FDMO Fidelity Momentum Factor ETF 3.5 15 45 3.8 -3.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.5 25 35 5.4 -1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.5 15 45 6.6 -0.7
SFGV Sequoia Global Value ETF 3.5 23 37 8.4 +1.1
XLF The Financial Select Sector SPDR Fund 3.5 8 52 6.1 -1.2
QLC FlexShares US Quality Large Cap Index Fund 3.5 25 35 5.4 -1.9
VIG Vanguard Dividend Appreciation ETF 3.4 5 55 5.7 -1.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.4 40 20 6.2 -1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.4 52 8 6.4 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 3.3 25 35 7.5 +0.2
VYM Vanguard High Dividend Yield Index ETF 3.3 6 54 7.2 -0.1
DGRO iShares Core Dividend Growth ETF 3.3 8 52 6.7 -0.6
XLI The Industrial Select Sector SPDR Fund 3.2 8 52 4.6 -2.7
EVUS iShares ESG Aware MSCI USA Value ETF 3.2 18 42 6.7 -0.6
IEDI iShares U.S. Consumer Focused ETF 3.2 18 42 5.9 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 21 6.9 -0.4
DFAU Dimensional US Core Equity Market ETF 3.2 12 48 5.2 -2.1
DIVB iShares Core Dividend ETF 3.2 5 55 8.4 +1.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.2 29 31 7.5 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 56 6.9 -0.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.2 60 0 8.2 +0.9
NANR SPDR S&P North American Natural Resources ETF 3.1 35 25 8.2 +0.9
DGRW WisdomTree US Quality Dividend Growth Fund 3.1 28 32 5.6 -1.7
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 25 7.0 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.1 80 -20 4.7 -2.6
FTXG First Trust Nasdaq Food & Beverage ETF 3.1 60 0 8.2 +0.9
JHDV John Hancock U.S. High Dividend ETF 3.1 34 26 6.9 -0.4
ITAN Sparkline Intangible Value ETF 3.1 50 10 6.8 -0.5
EQIN Columbia US Equity Income ETF 3.1 35 25 6.9 -0.4
TEXN iShares Texas Equity ETF 3.1 20 40 6.4 -0.9
APUE ActivePassive U.S. Equity ETF 3.1 45 15 4.8 -2.5
NULV Nuveen ESG Large-Cap Value ETF 3.1 26 34 6.5 -0.8
SPVU Invesco S&P 500 Enhanced Value ETF 3.1 13 47 10.2 +2.9
FQAL Fidelity Quality Factor ETF 3.0 15 45 5.8 -1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.0 25 35 6.0 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.0 15 45 5.0 -2.3
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 11 6.9 -0.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.0 40 20 6.4 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 35 5.5 -1.7
PSCT Invesco S&P SmallCap Information Technology ETF 3.0 29 31 5.1 -2.2
PRAY FIS Christian Stock Fund 2.9 69 -9 5.3 -2.0
CCNR ALPS CoreCommodity Natural Resources ETF 2.9 39 21 9.5 +2.2
SPGP Invesco S&P 500 GARP ETF 2.9 34 26 7.0 -0.3
FBCV Fidelity Blue Chip Value ETF 2.9 59 1 7.5 +0.2
PFM Invesco Dividend Achievers ETF 2.9 53 7 5.4 -1.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.9 49 11 5.1 -2.2
BGDV Bahl & Gaynor Dividend ETF 2.9 45 15 4.8 -2.4
LCLG Logan Capital Broad Innovative Growth ETF 2.9 99 -39 4.3 -2.9
STXD Strive 1000 Dividend Growth ETF 2.8 35 25 5.1 -2.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.8 47 13 9.5 +2.2
DIVN Horizon Dividend Income ETF 2.8 70 -10 7.9 +0.7
KBWB Invesco KBW Bank ETF 2.8 35 25 8.1 +0.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.8 5 55 8.2 +0.9
CSMD Congress SMid Growth ETF 2.8 69 -9 3.9 -3.3
EFRA iShares Environmental Infrastructure and Industrials ETF 2.8 47 13 5.5 -1.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.8 25 35 5.5 -1.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.7 45 15 6.1 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.7 29 31 4.8 -2.4
CCSO Carbon Collective Climate Solutions US Equity ETF 2.7 35 25 1.3 -6.0
BIBL Inspire 100 ETF 2.7 35 25 5.4 -1.9
DHS WisdomTree U.S. High Dividend Fund 2.7 38 22 8.2 +0.9
FNDX Schwab Fundamental US Large Co. Index ETF 2.7 25 35 7.4 +0.1
AVUQ Avantis U.S. Quality ETF 2.6 15 45 4.6 -2.7
XRT State Street SPDR S&P Retail ETF 2.6 35 25 9.0 +1.8
FVAL Fidelity Value Factor ETF 2.6 15 45 6.9 -0.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.6 29 31 9.3 +2.0
FDLO Fidelity Low Volatility Factor ETF 2.6 15 45 5.6 -1.7
FMAT Fidelity MSCI Materials Index ETF 2.6 8 52 6.5 -0.8
VAW Vanguard Materials ETF 2.6 9 51 6.6 -0.7
IEZ iShares U.S. Oil Equipment & Services ETF 2.6 40 20 4.0 -3.3
PXJ Invesco Oil & Gas Services ETF 2.6 63 -3 3.8 -3.5
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 2.6 35 25 2.1 -5.2
NVIR Horizon Kinetics Energy and Remediation ETF 2.6 85 -25 6.8 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 46 5.0 -2.3
DRIV Global X Autonomous & Electric Vehicles ETF 2.6 68 -8 4.9 -2.3
DEEP Roundhill Acquirers Deep Value ETF 2.6 80 -20 19.1 +11.9
QUAL iShares MSCI USA Quality Factor ETF 2.6 15 45 5.6 -1.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.6 75 -15 3.1 -4.2
FFTY Innovator IBD 50 ETF 2.6 80 -20 -2.7 -10.0
IYC iShares U.S. Consumer Discretionary ETF 2.6 40 20 4.2 -3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 45 5.0 -2.3
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -5 5.6 -1.7
RSHO Tema American Reshoring ETF 2.5 75 -15 4.7 -2.6
LEAD Siren DIVCON Leaders Dividend ETF 2.5 43 17 4.5 -2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.5 56 4 6.4 -0.8
VLUE iShares MSCI USA Value Factor ETF 2.5 15 45 9.2 +2.0
EQRR ProShares Equities for Rising Rates ETF 2.5 35 25 8.2 +0.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.5 3 57 5.2 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.5 11 49 5.0 -2.3
RWL Invesco S&P 500 Revenue ETF 2.5 39 21 6.9 -0.4
DFUS Dimensional U.S. Equity ETF 2.5 9 51 4.9 -2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.5 18 42 5.9 -1.4
XSW State Street SPDR S&P Software & Services ETF 2.5 35 25 3.2 -4.1
IUS Invesco RAFI Strategic US ETF 2.4 19 41 6.9 -0.4
VTI Vanguard Total Stock Market ETF 2.4 3 57 5.0 -2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.4 3 57 5.0 -2.3
IWV iShares Russell 3000 ETF 2.4 20 40 4.9 -2.4
VTHR Vanguard Russell 3000 ETF 2.4 7 53 5.0 -2.3
QDIV Global X S&P 500 Quality Dividend ETF 2.4 20 40 9.1 +1.9
FTGS First Trust Growth Strength ETF 2.4 60 0 4.8 -2.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.4 58 2 -2.0 -9.3
SPHQ Invesco S&P 500 Quality ETF 2.4 15 45 5.7 -1.6
FXZ First Trust Materials AlphaDEX Fund 2.3 61 -1 10.0 +2.7
FUNL CornerCap Fundametrics Large-Cap ETF 2.3 50 10 7.3 +0.1
LYLD Cambria Large Cap Shareholder Yield ETF 2.3 59 1 10.0 +2.7
IUSV iShares Core S&P US Value ETF 2.3 4 56 6.5 -0.8
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 51 4.9 -2.4
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 2.3 40 20 4.6 -2.7
FXL First Trust Technology AlphaDEX Fund 2.3 61 -1 6.3 -1.0
SCHB Schwab U.S. Broad Market ETF 2.3 3 57 5.1 -2.2
UDI USCF Dividend Income Fund 2.3 65 -5 8.3 +1.0
IGE iShares North American Natural Resources ETF 2.3 41 19 7.6 +0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.3 38 22 7.8 +0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.3 35 25 7.8 +0.5
MILN Global X Millennial Consumer ETF 2.3 50 10 4.4 -2.9
FXN First Trust Energy AlphaDEX Fund 2.2 62 -2 15.2 +7.9
RPV Invesco S&P 500 Pure Value ETF 2.2 35 25 10.5 +3.2
DEMZ Democratic Large Cap Core ETF 2.2 45 15 4.6 -2.7
EXI iShares Global Industrials ETF 2.2 42 18 4.5 -2.8
FPWR First Trust EIP Power Solutions ETF 2.2 96 -36 4.2 -3.1
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 50 5.0 -2.3
PFI Invesco Dorsey Wright Financial Momentum ETF 2.2 60 0 5.3 -2.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.2 30 30 17.6 +10.3
SIXG Defiance Connective Technologies ETF 2.2 30 30 4.2 -3.1
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 1 4.2 -3.1
XHS State Street SPDR S&P Health Care Services ETF 2.2 35 25 4.1 -3.2
LVOL American Century Low Volatility ETF 2.2 29 31 5.1 -2.2
ALIL Argent Focused Small Cap ETF 2.1 74 -14 6.9 -0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.1 15 45 8.3 +1.0
VEGI iShares MSCI Agriculture Producers ETF 2.1 39 21 9.1 +1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.1 35 25 6.3 -1.0
IYY iShares Dow Jones U.S. ETF 2.1 20 40 4.9 -2.4
IUSG iShares Core S&P U.S. Growth ETF 2.1 4 56 4.3 -2.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.1 15 45 5.7 -1.6
SXQG ETC 6 Meridian Quality Growth ETF 2.1 100 -40 5.0 -2.3
SCHK Schwab 1000 Index ETF 2.1 5 55 5.1 -2.2
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 42 5.3 -2.0
MVPA Miller Value Partners Appreciation ETF 2.1 60 0 9.3 +2.1
PRXV Praxis Impact Large Cap Value ETF 2.1 36 24 6.8 -0.5
SWP SWP Growth & Income ETF 2.1 99 -39 4.2 -3.0
VONE Vanguard Russell 1000 ETF 2.1 7 53 5.0 -2.2
IWB iShares Russell 1000 ETF 2.1 15 45 5.0 -2.3
NIXT Research Affiliates Deletions ETF 2.1 9 51 8.7 +1.4
BRIF FIS Bright Portfolios Focused Equity ETF 2.0 65 -5 4.8 -2.5
EPS WisdomTree U.S. LargeCap Fund 2.0 8 52 5.8 -1.5
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 11 5.8 -1.5
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 22 4.7 -2.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.0 12 48 4.1 -3.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 8 6.3 -1.0
NULC Nuveen ESG Large-Cap ETF 2.0 21 39 4.8 -2.5
ACWV iShares MSCI Global Min Vol Factor ETF 2.0 20 40 5.9 -1.3
WLDR Affinity World Leaders Equity ETF 2.0 67 -7 7.4 +0.2
DEW WisdomTree Global High Dividend Fund 2.0 58 2 8.3 +1.1
VDC Vanguard Consumer Staples ETF 2.0 9 51 6.1 -1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.0 38 22 6.6 -0.7
FTXN First Trust Nasdaq Oil & Gas ETF 2.0 60 0 12.3 +5.1
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 31 12.3 +5.0
GSFP Goldman Sachs Future Planet Equity ETF 2.0 75 -15 4.2 -3.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 45 4.6 -2.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.9 19 41 5.6 -1.7
IXG iShares Global Financials ETF 1.9 42 18 6.8 -0.5
VEGN US Vegan Climate ETF 1.9 60 0 4.7 -2.6
STCE Schwab Crypto Thematic ETF 1.9 30 30 3.5 -3.8
IYM iShares U.S. Basic Materials ETF 1.9 40 20 6.3 -1.0
SUSA iShares MSCI USA ESG Select ETF 1.9 25 35 4.8 -2.5
SGRT SMART Earnings Growth 30 ETF 1.9 59 1 1.7 -5.6
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 45 4.8 -2.4
VTV Vanguard Value ETF 1.9 4 56 7.0 -0.3
XLY The Consumer Discretionary Select Sector SPDR Fund 1.9 8 52 5.2 -2.1
MISL First Trust Indxx Aerospace & Defense ETF 1.9 60 0 2.1 -5.2
TEMP JPMorgan Climate Change Solutions ETF 1.9 49 11 5.6 -1.7
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -9 5.4 -1.9
PPA Invesco Aerospace & Defense ETF 1.8 58 2 2.5 -4.8
DIVG Invesco S&P 500 High Dividend Growers ETF 1.8 39 21 8.6 +1.3
SMOG VanEck Low Carbon Energy ETF 1.8 61 -1 1.7 -5.6
DSI iShares MSCI KLD 400 Social ETF 1.8 25 35 5.0 -2.3
RCGE RockCreek Global Equality ETF 1.8 95 -35 6.8 -0.5
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.8 8 52 6.1 -1.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 14 9.7 +2.4
SPMO Invesco S&P 500 Momentum ETF 1.8 13 47 4.0 -3.2
TRFM AAM Transformers ETF 1.8 49 11 1.4 -5.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.8 70 -10 5.0 -2.3
AIEQ AI Powered Equity ETF 1.8 75 -15 5.1 -2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 1.8 45 15 10.8 +3.6
SGLC SGI U.S. Large Cap Core ETF 1.8 85 -25 4.3 -3.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.8 49 11 7.2 -0.1
CWS AdvisorShares Focused Equity ETF 1.8 84 -24 5.6 -1.7
DAK Dakota Active Equity ETF 1.8 43 17 4.6 -2.7
USMV iShares MSCI USA Min Vol Factor ETF 1.8 15 45 5.8 -1.5
IBUY Amplify Online Retail ETF 1.8 65 -5 2.8 -4.5
SCHX Schwab U.S. Large-Cap ETF 1.7 3 57 5.1 -2.2
FXG First Trust Consumer Staples AlphaDEX Fund 1.7 63 -3 8.8 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 1.7 9 51 5.6 -1.6
GSPY Gotham Enhanced 500 ETF 1.7 50 10 5.2 -2.1
DUHP Dimensional US High Profitability ETF 1.7 21 39 6.5 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 50 5.1 -2.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.7 49 11 6.2 -1.0
AESR Anfield U.S. Equity Sector Rotation ETF 1.7 108 -48 3.9 -3.4
QWLD SPDR MSCI World StrategicFactors ETF 1.7 30 30 5.9 -1.4
SPMV Invesco S&P 500 Minimum Variance ETF 1.7 10 50 5.7 -1.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.7 49 11 4.5 -2.8
ABLS Abacus FCF Small Cap Leaders ETF 1.6 59 1 5.2 -2.1
ZECP Zacks Earnings Consistent Portfolio ETF 1.6 55 5 4.9 -2.4
GPT Intelligent Alpha Atlas ETF 1.6 69 -9 5.9 -1.4
ITA iShares U.S. Aerospace & Defense ETF 1.6 40 20 1.9 -5.3
XAR State Street SPDR S&P Aerospace & Defense ETF 1.6 35 25 2.2 -5.1
DIVE Dana Concentrated Dividend ETF 1.6 65 -5 8.4 +1.2
SNPV Xtrackers S&P 500 Value ESG ETF 1.6 15 45 7.0 -0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 1.6 35 25 5.3 -2.0
OIH VanEck Oil Services ETF 1.6 35 25 3.6 -3.7
IVE iShares S&P 500 Value ETF 1.6 18 42 6.3 -1.0
VOOV Vanguard S&P 500 Value ETF 1.6 7 53 6.4 -0.9
GQI Natixis Gateway Quality Income ETF 1.6 34 26 5.1 -2.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.6 4 56 6.4 -0.9
AKAF The Frontier Economic Fund 1.6 20 40 6.6 -0.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 31 4.8 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 39 3.9 -3.4
FTXR First Trust Nasdaq Transportation ETF 1.6 60 0 8.9 +1.6
TOPC iShares S&P 500 3% Capped ETF 1.6 15 45 5.2 -2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 40 3.1 -4.2
CGGO Capital Group Global Growth Equity ETF 1.5 47 13 4.3 -2.9
ERTH Invesco MSCI Sustainable Future ETF 1.5 62 -2 3.5 -3.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 25 10.5 +3.2
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 42 5.4 -1.9
INCE Franklin Income Equity Focus ETF 1.5 29 31 6.0 -1.3
PIO Invesco Global Water ETF 1.5 75 -15 4.5 -2.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 50 5.4 -1.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.5 60 0 5.8 -1.5
ILCV iShares Morningstar Value ETF 1.5 4 56 6.4 -0.9
IHF iShares U.S. Healthcare Providers ETF 1.5 40 20 8.1 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 51 5.0 -2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -15 4.2 -3.1
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 31 7.1 -0.2
POW VistaShares Electrification Supercycle ETF 1.5 75 -15 3.7 -3.6
VT Vanguard Total World Stock ETF 1.5 6 54 5.9 -1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -15 5.7 -1.6
VERS ProShares Metaverse ETF 1.5 58 2 0.2 -7.1
CHRI Global X S&P 500 Christian Values ETF 1.5 29 31 4.7 -2.6
EIPI FT Energy Income Partners Enhanced Income ETF 1.5 110 -50 7.1 -0.2
VOT Vanguard Mid-Cap Growth ETF 1.5 7 53 3.6 -3.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.5 49 11 9.2 +1.9
VDE Vanguard Energy ETF 1.5 9 51 9.1 +1.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.5 28 32 6.1 -1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 40 4.7 -2.6
GLOF iShares Global Equity Factor ETF 1.4 20 40 6.9 -0.4
CHGX AXS Change Finance ESG ETF 1.4 49 11 5.4 -1.8
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 57 5.0 -2.3
LQPE PEO AlphaQuest Thematic PE ETF 1.4 125 -65 7.0 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 0 7.7 +0.4
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 18 4.6 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 40 5.1 -2.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 1.4 25 35 4.1 -3.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 40 5.3 -2.0
HAP VanEck Natural Resources ETF 1.4 50 10 9.1 +1.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.4 18 42 4.9 -2.4
TMAT Main Thematic Innovation ETF 1.4 164 -104 -1.5 -8.8
GURU Global X Guru Index ETF 1.4 75 -15 3.2 -4.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.4 10 50 4.5 -2.8
GINN Goldman Sachs Innovate Equity ETF 1.4 52 8 3.8 -3.5
FXH First Trust Health Care AlphaDEX Fund 1.4 62 -2 8.0 +0.7
FENY Fidelity MSCI Energy Index ETF 1.4 8 52 9.2 +1.9
NUKZ Range Nuclear Renaissance Index ETF 1.4 85 -25 1.5 -5.8
OCEN IQ Clean Oceans ETF 1.4 45 15 5.1 -2.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.4 50 10 4.6 -2.7
SPXM Azoria 500 Meritocracy ETF 1.4 47 13 4.7 -2.6
ACVF American Conservative Values ETF 1.4 75 -15 4.4 -2.9
PBUS Invesco MSCI USA ETF 1.3 4 56 5.0 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 50 5.0 -2.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.3 50 10 5.9 -1.4
ILCG iShares Morningstar Growth ETF 1.3 4 56 4.0 -3.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 48 5.2 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 49 5.2 -2.1
PSCM Invesco S&P SmallCap Materials ETF 1.3 29 31 13.3 +6.0
FILL iShares MSCI Global Energy Producers ETF 1.3 39 21 11.7 +4.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.3 48 12 6.3 -1.0
RXI iShares Global Consumer Discretionary ETF 1.3 41 19 8.5 +1.3
STXG Strive 1000 Growth ETF 1.3 18 42 4.0 -3.3
VOO Vanguard S&P 500 ETF 1.3 3 57 5.0 -2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.3 31 29 2.7 -4.5
LGRO Level Four Large Cap Growth Active ETF 1.3 55 5 4.3 -2.9
SPY SPDR S&P 500 ETF 1.3 9 51 5.0 -2.3
DFNV Donoghue Forlines Innovation ETF 1.3 69 -9 4.6 -2.7
IVV iShares Core S&P 500 ETF 1.3 3 57 5.0 -2.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 58 5.0 -2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 40 5.7 -1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 51 4.8 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 58 5.1 -2.2
GNR SPDR S&P Global Natural Resources ETF 1.2 40 20 10.6 +3.3
DAT ProShares Big Data Refiners ETF 1.2 58 2 2.9 -4.4
PTF Invesco Dorsey Wright Technology Momentum ETF 1.2 60 0 -1.2 -8.5
SPIT F/m Emerald Special Situations ETF 1.2 105 -45 -1.0 -8.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 51 4.9 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 60 5.0 -2.3
CVAR Cultivar ETF 1.2 87 -27 7.1 -0.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.2 29 31 7.0 -0.3
MOAT VanEck Morningstar Wide Moat ETF 1.2 46 14 6.4 -0.9
VOTE TCW Transform 500 ETF 1.2 5 55 5.0 -2.3
PBW Invesco WilderHill Clean Energy ETF 1.2 66 -6 -3.4 -10.7
BATT Amplify Lithium & Battery Technology ETF 1.2 59 1 3.0 -4.3
LIT Global X Lithium & Battery Tech ETF 1.2 75 -15 4.7 -2.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.2 45 15 1.4 -5.9
IBAT iShares Energy Storage & Materials ETF 1.2 47 13 2.8 -4.5
AIPO Defiance AI & Power Infrastructure ETF 1.2 69 -9 1.5 -5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 51 5.2 -2.1
XVV iShares ESG Screened S&P 500 ETF 1.2 8 52 4.9 -2.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 50 4.4 -2.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 40 4.8 -2.5
PXI Invesco Dorsey Wright Energy Momentum ETF 1.2 60 0 6.9 -0.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.2 75 -15 5.1 -2.2
GXLC Global X U.S. 500 ETF 1.2 2 58 5.0 -2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 42 4.8 -2.5
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 50 5.1 -2.2
QQQS Invesco NASDAQ Future Gen 200 ETF 1.1 20 40 -4.7 -12.0
PSCE Invesco S&P SmallCap Energy ETF 1.1 29 31 9.9 +2.6
EIPX FT Energy Income Partners Strategy ETF 1.1 95 -35 8.3 +1.0
OALC OneAscent Large Cap Core ETF 1.1 86 -26 4.3 -3.0
JAVA JPMorgan Active Value ETF 1.1 44 16 6.5 -0.8
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.1 45 15 1.5 -5.8
EVX VanEck Environmental Services ETF 1.1 55 5 2.7 -4.6
STRV Strive 500 ETF 1.1 5 55 4.9 -2.4
HLAL Wahed FTSE USA Shariah ETF 1.1 50 10 4.7 -2.5
IHAK iShares Cybersecurity & Tech ETF 1.1 47 13 4.7 -2.6
SPAM Themes Cybersecurity ETF 1.1 35 25 2.6 -4.7
MOO VanEck Agribusiness ETF 1.1 53 7 11.0 +3.7
BDIV AAM Brentview Dividend Growth ETF 1.1 49 11 4.7 -2.6
CGUS Capital Group Core Equity ETF 1.1 33 27 4.5 -2.8
RAUS RACWI US ETF 1.1 15 45 4.8 -2.5
FPX First Trust US Equity Opportunities ETF 1.1 61 -1 1.1 -6.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 15 4.5 -2.7
PSCH Invesco S&P SmallCap Health Care ETF 1.1 29 31 3.8 -3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.0 32 28 5.1 -2.1
VOOG Vanguard S&P 500 Growth ETF 1.0 7 53 4.3 -3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 56 4.3 -3.0
IVW iShares S&P 500 Growth ETF 1.0 18 42 4.1 -3.1
SFY SoFi Select 500 ETF 1.0 0 60 4.6 -2.7
KNO AXS Knowledge Leaders ETF 1.0 78 -18 5.9 -1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 24 5.0 -2.3
TOK iShares MSCI Kokusai ETF 1.0 26 34 5.1 -2.2
XME State Street SPDR S&P Metals & Mining ETF 1.0 35 25 7.4 +0.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.0 56 4 2.8 -4.5
MAKX ProShares S&P Kensho Smart Factories ETF 1.0 58 2 -0.3 -7.6
VHT Vanguard Health Care ETF 1.0 9 51 5.5 -1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 42 4.2 -3.1
FCOM Fidelity MSCI Communication Services Index ETF 1.0 8 52 4.8 -2.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 5 3.7 -3.6
CBSE Clough Select Equity ETF 1.0 85 -25 0.8 -6.4
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -15 4.9 -2.4
URTH iShares MSCI World ETF 1.0 24 36 5.1 -2.2
CGV Conductor Global Equity Value ETF 1.0 130 -70 8.1 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 1.0 9 51 5.0 -2.3
FTEC Fidelity MSCI Information Technology Index ETF 1.0 8 52 4.2 -3.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.0 7 53 11.1 +3.8
WAR U.S. Global Tech and Aerospace & Defense ETF 1.0 60 0 5.5 -1.8
EMOT First Trust S&P 500 Economic Moat ETF 1.0 60 0 8.6 +1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 0 10.8 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.0 7 53 4.9 -2.3
CZAR Themes Natural Monopoly ETF 1.0 35 25 5.7 -1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 48 4.8 -2.5
IYE iShares U.S. Energy ETF 0.9 40 20 9.0 +1.7
BCDF Horizon Kinetics Blockchain Development ETF 0.9 85 -25 3.9 -3.4
TOLL Tema Durable Quality ETF 0.9 75 -15 5.3 -2.0
FDFF Fidelity Disruptive Finance ETF 0.9 50 10 4.7 -2.6
HGRO Hedgeye Quality Growth ETF 0.9 70 -10 3.4 -3.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 18 4.7 -2.6
GEW Cambria Global EW ETF 0.9 29 31 0.0 -7.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 33 7.3 -0.0
IGPT Invesco AI and Next Gen Software ETF 0.9 60 0 4.6 -2.7
BLCV iShares Large Cap Value Active ETF 0.9 53 7 7.7 +0.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.9 45 15 1.7 -5.6
VOX Vanguard Communication Services ETF 0.9 9 51 5.0 -2.3
SKYY First Trust Cloud Computing ETF 0.9 60 0 3.3 -4.0
FHLC Fidelity MSCI Health Care Index ETF 0.9 8 52 5.8 -1.5
VV Vanguard Large-Cap ETF 0.9 4 56 4.9 -2.4
CGDG Capital Group Dividend Growers ETF 0.9 47 13 6.1 -1.2
FTWO Strive FAANG 2.0 ETF 0.9 49 11 4.6 -2.7
ACWI iShares MSCI ACWI ETF 0.9 32 28 5.5 -1.8
TRFK Pacer Data and Digital Revolution ETF 0.9 60 0 3.2 -4.1
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 32 4.4 -2.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.9 29 31 4.7 -2.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.9 60 0 4.8 -2.5
EBIZ Global X E-Commerce ETF 0.8 50 10 4.3 -2.9
FBCG Fidelity Blue Chip Growth ETF 0.8 59 1 3.1 -4.2
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 -5 4.3 -3.0
GDX VanEck Gold Miners ETF 0.8 51 9 3.9 -3.4
GDXJ VanEck Junior Gold Miners ETF 0.8 52 8 4.1 -3.2
SILJ ETFMG Prime Junior Silver Miners ETF 0.8 69 -9 1.5 -5.8
VGT Vanguard Information Technology ETF 0.8 9 51 4.1 -3.1
AGNG Global X Aging Population ETF 0.8 50 10 4.5 -2.8
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -10 8.4 +1.1
XHE State Street SPDR S&P Health Care Equipment ETF 0.8 35 25 3.3 -4.0
IYH iShares U.S. Healthcare ETF 0.8 40 20 6.2 -1.1
CSTK Invesco Comstock Contrarian Equity ETF 0.8 35 25 7.0 -0.2
PBD Invesco Global Clean Energy ETF 0.8 75 -15 1.0 -6.3
SAMT Strategas Macro Thematic Opportunities ETF 0.8 65 -5 2.6 -4.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.8 40 20 13.6 +6.3
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.8 35 25 14.7 +7.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.8 7 53 5.2 -2.0
FLV American Century Focused Large Cap Value ETF 0.8 42 18 6.9 -0.4
USSE Segall Bryant & Hamill Select Equity ETF 0.8 65 -5 4.4 -2.9
RGEF Rockefeller Global Equity ETF 0.8 55 5 4.7 -2.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 0.8 49 11 6.3 -1.0
KAT Scharf ETF 0.7 87 -27 6.1 -1.2
IYK iShares U.S. Consumer Staples ETF 0.7 40 20 6.6 -0.7
IGV iShares Expanded Tech-Software Sector ETF 0.7 41 19 3.4 -3.9
RVRB Reverb ETF 0.7 30 30 4.7 -2.6
BITQ Bitwise Crypto Industry Innovators ETF 0.7 85 -25 -2.3 -9.6
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.7 45 15 5.3 -2.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 56 4.1 -3.2
PBJ Invesco Food & Beverage ETF 0.7 57 3 8.7 +1.4
MXI iShares Global Materials ETF 0.7 41 19 7.4 +0.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 0.7 40 20 8.1 +0.8
XLB The Materials Select Sector SPDR Fund 0.7 8 52 6.6 -0.7
IWC iShares Micro-Cap ETF 0.7 60 0 -1.6 -8.9
FDG American Century Focused Dynamic Growth ETF 0.7 45 15 2.2 -5.1
PINK Simplify Health Care ETF 0.7 50 10 0.7 -6.6
BPAY BlackRock Future Financial and Technology ETF 0.7 70 -10 7.3 +0.0
JGRO JPMorgan Active Growth ETF 0.7 44 16 3.7 -3.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.7 8 52 5.1 -2.1
PRNT 3D Printing ETF 0.7 66 -6 2.0 -5.3
BULD Pacer BlueStar Engineering the Future ETF 0.7 60 0 0.5 -6.8
IBOT Vaneck Robotics ETF 0.7 47 13 4.3 -3.0
BOUT Innovator IBD Breakout Opportunities ETF 0.7 81 -21 0.8 -6.4
POWA Invesco Bloomberg Pricing Power ETF 0.7 40 20 6.0 -1.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.7 60 0 8.3 +1.0
RTH VanEck Retail ETF 0.7 35 25 5.7 -1.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 0.7 40 20 7.8 +0.5
XLV The Health Care Select Sector SPDR Fund 0.7 8 52 7.0 -0.3
MEDI Harbor Health Care ETF 0.7 80 -20 -1.8 -9.1
BLCR iShares Large Cap Core Active ETF 0.7 36 24 3.7 -3.6
JDOC JPMorgan Healthcare Leaders ETF 0.7 65 -5 3.8 -3.5
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -20 12.1 +4.8
PSP Invesco Global Listed Private Equity ETF 0.7 106 -46 6.3 -1.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 0 4.0 -3.3
FCLD Fidelity Cloud Computing ETF 0.7 39 21 3.6 -3.7
WFH Direxion Work From Home ETF 0.7 45 15 3.7 -3.5
KBWD Invesco KBW High Dividend Yield Financial ETF 0.7 384 -324 14.1 +6.9
WBIY WBI Power Factor High Dividend ETF 0.7 100 -40 14.0 +6.7
XPND First Trust Expanded Technology ETF 0.7 65 -5 4.0 -3.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.6 40 20 6.0 -1.3
IXJ iShares Global Healthcare ETF 0.6 42 18 6.6 -0.7
IYW iShares U.S. Technology ETF 0.6 40 20 4.1 -3.2
TINT ProShares Smart Materials ETF 0.6 58 2 6.2 -1.1
XSD State Street SPDR S&P Semiconductor ETF 0.6 35 25 4.4 -2.9
ETEC iShares Breakthrough Environmental Solutions ETF 0.6 47 13 3.8 -3.5
TCV Towle Value ETF 0.6 85 -25 12.0 +4.7
RJMG FT Raymond James Multicap Growth Equity ETF 0.6 85 -25 3.2 -4.1
RJDI RJ Eagle GCM Dividend Select Income ETF 0.6 55 5 5.6 -1.7
VONG Vanguard Russell 1000 Growth ETF 0.6 7 53 4.6 -2.7
IWF iShares Russell 1000 Growth ETF 0.6 19 41 4.4 -2.8
ARB AltShares Merger Arbitrage ETF 0.6 77 -17 4.0 -3.3
MTUM iShares MSCI USA Momentum Factor ETF 0.6 15 45 3.9 -3.4
HDV iShares Core High Dividend ETF 0.6 8 52 7.1 -0.2
DRLL Strive U.S. Energy ETF 0.6 41 19 10.4 +3.1
BUYZ Franklin Disruptive Commerce ETF 0.6 50 10 2.8 -4.5
CLOU Global X Cloud Computing ETF 0.6 68 -8 2.5 -4.8
WCLD WisdomTree Cloud Computing Fund 0.6 45 15 1.8 -5.5
PCGG Polen Capital Global Growth ETF 0.6 85 -25 4.3 -3.0
VOLT Tema Electrification ETF 0.6 75 -15 3.7 -3.6
ZAP Global X U.S. Electrification ETF 0.6 50 10 3.8 -3.5
IETC iShares U.S. Tech Independence Focused ETF 0.6 18 42 4.0 -3.3
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -35 5.9 -1.4
NATO Themes Transatlantic Defense ETF 0.6 35 25 2.5 -4.8
RW Rainwater Equity ETF 0.6 125 -65 3.8 -3.5
TCAI Tortoise AI Infrastructure ETF 0.6 65 -5 2.8 -4.5
FDN First Trust Dow Jones Internet Index Fund 0.6 52 8 3.6 -3.7
FDND FT Vest Dow Jones Internet & Target Income ETF 0.6 75 -15 3.4 -3.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 18 5.4 -1.9
CRTC Xtrackers US National Critical Technologies ETF 0.6 35 25 4.9 -2.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.5 60 0 -0.9 -8.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.5 65 -5 4.8 -2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.5 30 30 10.4 +3.1
QUVU Hartford Quality Value ETF 0.5 46 14 7.6 +0.3
YNOT Horizon Digital Frontier ETF 0.5 75 -15 3.3 -4.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 0 5.4 -1.9
HART IQ Healthy Hearts ETF 0.5 45 15 6.4 -0.9
CLOD Themes Cloud Computing ETF 0.5 35 25 3.8 -3.5
KLMN Invesco MSCI North America Climate ETF 0.5 9 51 5.1 -2.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 51 5.7 -1.6
COLO Global X MSCI Colombia ETF 0.5 62 -2 21.0 +13.7
OTGL OTG Latin America ETF 0.5 269 -209 8.6 +1.3
PRXG Praxis Impact Large Cap Growth ETF 0.5 36 24 3.9 -3.4
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -8 3.9 -3.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.5 70 -10 7.9 +0.6
JEPI JPMorgan Equity Premium Income ETF 0.5 35 25 5.8 -1.5
FPAG FPA Global Equity ETF 0.5 49 11 5.9 -1.4
FCG First Trust Natural Gas ETF 0.5 60 0 18.7 +11.5
PXE Invesco Energy Exploration & Production ETF 0.5 60 0 16.3 +9.1
LNGX Global X U.S. Natural Gas ETF 0.5 45 15 13.3 +6.0
MOTG VanEck Morningstar Global Wide Moat ETF 0.5 52 8 9.0 +1.8
ABLG Abacus FCF International Leaders ETF 0.5 59 1 6.7 -0.6
IGM iShares Expanded Tech Sector ETF 0.5 41 19 4.0 -3.3
SNSR Global X Internet of Things ETF 0.5 68 -8 5.1 -2.2
ADME Aptus Drawdown Managed Equity ETF 0.5 79 -19 4.1 -3.2
SGDM Sprott Gold Miners ETF 0.5 50 10 3.0 -4.3
CUT Invesco MSCI Global Timber ETF 0.5 61 -1 11.3 +4.0
DWLD Davis Select Worldwide ETF 0.4 63 -3 7.5 +0.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.4 15 45 4.7 -2.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.4 41 19 5.8 -1.5
IVES Wedbush ETFMG Global Cloud Technology ETF 0.4 68 -8 6.5 -0.8
AIVC Amplify Bloomberg AI Value Chain ETF 0.4 59 1 6.2 -1.1
CHPX Global X AI Semiconductor & Quantum ETF 0.4 50 10 3.5 -3.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 20 4.1 -3.2
IDRV iShares Self-driving EV & Tech ETF 0.4 47 13 1.4 -5.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.4 30 30 4.8 -2.5
AOTG AOT Growth and Innovation ETF 0.4 75 -15 2.2 -5.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -15 10.5 +3.2
CSD Invesco S&P Spin-Off ETF 0.4 65 -5 4.2 -3.1
VICE AdvisorShares Vice ETF 0.4 99 -39 6.8 -0.5
XLK The Technology Select Sector SPDR Fund 0.4 8 52 4.6 -2.7
KNCT Invesco Next Gen Connectivity ETF 0.4 40 20 4.8 -2.5
EATZ AdvisorShares Restaurant ETF 0.4 101 -41 8.2 +0.9
GINX SGI Enhanced Global Income ETF 0.4 98 -38 8.1 +0.8
ASLV Allspring Special Large Value ETF 0.4 35 25 6.7 -0.6
VUG Vanguard Growth ETF 0.4 4 56 4.3 -3.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 11 4.9 -2.4
XT iShares Exponential Technologies ETF 0.4 46 14 4.8 -2.5
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 34 3.5 -3.8
DFNL Davis Select Financial ETF 0.4 63 -3 7.6 +0.4
GOEX Global X Gold Explorers ETF 0.4 65 -5 3.0 -4.2
SIL Global X Silver Miners ETF 0.4 65 -5 3.0 -4.2
SLVP iShares MSCI Global Silver Miners ETF 0.4 39 21 5.6 -1.7
AGMI Themes Silver Miners ETF 0.4 35 25 4.6 -2.7
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 50 5.7 -1.5
JPEF JPMorgan Equity Focus ETF 0.3 50 10 4.5 -2.8
XTL State Street SPDR S&P Telecom ETF 0.3 35 25 1.7 -5.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 30 4.6 -2.7
DIVY Sound Equity Dividend Income ETF 0.3 45 15 10.1 +2.9
IXC iShares Global Energy ETF 0.3 44 16 10.0 +2.7
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.3 40 20 11.2 +3.9
XLE The Energy Select Sector SPDR Fund 0.3 8 52 9.1 +1.9
GXPE Global X PureCap MSCI Energy ETF 0.3 25 35 8.8 +1.5
AIS VistaShares Artificial Intelligence Supercycle ETF 0.3 75 -15 2.8 -4.4
PPTY US Diversified Real Estate ETF 0.3 53 7 8.5 +1.2
TMFM Motley Fool Mid-Cap Growth ETF 0.3 85 -25 3.2 -4.1
FUTY Fidelity MSCI Utilities Index ETF 0.2 8 52 5.1 -2.2
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 0 4.4 -2.9
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 0.2 45 15 2.0 -5.3
SHLD Global X Defense Tech ETF 0.2 50 10 3.4 -3.9
JEDI Defiance Drone and Modern Warfare ETF 0.2 69 -9 0.0 -7.3
DTEC ALPS Disruptive Technologies ETF 0.2 50 10 3.9 -3.4
FINX Global X FinTech ETF 0.2 68 -8 3.3 -4.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 0.2 65 -5 3.8 -3.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.2 75 -15 3.1 -4.2
IXN iShares Global Tech ETF 0.2 41 19 3.6 -3.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 27 9.4 +2.2
BOTZ Global X Robotics & Artificial Intelligence ETF 0.2 69 -9 2.3 -5.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.2 65 -5 2.1 -5.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 15 2.8 -4.5
TOKE Cambria Cannabis ETF 0.2 42 18 2.3 -5.0
FDRR Fidelity Dividend ETF for Rising Rates 0.2 15 45 7.0 -0.3
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 15 5.4 -1.9
IHI iShares U.S. Medical Devices ETF 0.2 40 20 4.0 -3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 13 5.7 -1.6
YALL God Bless America ETF 0.2 65 -5 4.7 -2.5
BKWO BNY Mellon Women's Opportunities ETF 0.2 50 10 3.7 -3.6
LRGC AB US Large Cap Strategic Equities ETF 0.2 48 12 4.6 -2.7
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 35 4.5 -2.8
PNQI Invesco NASDAQ Internet ETF 0.2 60 0 3.8 -3.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 0.2 85 -25 8.1 +0.8
VPU Vanguard Utilities ETF 0.2 9 51 5.1 -2.2
ICAP InfraCap Equity Income Fund ETF 0.2 171 -111 4.9 -2.4
GGME Invesco Next Gen Media and Gaming ETF 0.2 60 0 5.0 -2.3
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2 39 21 11.3 +4.0
SLX VanEck Steel ETF 0.2 56 4 14.1 +6.9
TOGA Tremblant Global ETF 0.2 69 -9 2.5 -4.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 46 5.2 -2.1
PEY Invesco High Yield Equity Dividend Achievers ETF 0.2 52 8 10.5 +3.2
DURA VanEck Durable High Dividend ETF 0.2 29 31 7.4 +0.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.2 58 2 4.6 -2.7
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.2 40 20 6.0 -1.3
IXP iShares Global Comm Services ETF 0.2 42 18 6.0 -1.3
IYT iShares US Transportation ETF 0.2 40 20 5.5 -1.8
SDOG ALPS Sector Dividend Dogs ETF 0.2 36 24 9.8 +2.5
SMH VanEck Semiconductor ETF 0.2 35 25 3.8 -3.5
XLC The Communication Services Select Sector SPDR Fund 0.2 8 52 5.7 -1.6
XTN State Street SPDR S&P Transportation ETF 0.2 35 25 4.6 -2.7
FEGE First Eagle Global Equity ETF 0.2 79 -19 6.7 -0.6
GXPC Global X PureCap MSCI Communication Services ETF 0.2 25 35 4.9 -2.4
IWX iShares Russell Top 200 Value ETF 0.1 20 40 6.2 -1.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.1 85 -25 3.8 -3.4
SFTY Horizon Managed Risk ETF 0.1 77 -17 4.2 -3.1
STOX Horizon Core Equity ETF 0.1 70 -10 4.2 -3.1
WOOD iShares Global Timber & Forestry ETF 0.1 42 18 13.6 +6.3
WRND IQ Global Equity R&D Leaders ETF 0.1 18 42 7.8 +0.5
VNSE Natixis Vaughan Nelson Select ETF 0.1 80 -20 4.8 -2.4
DFIS Dimensional International Small Cap ETF 0.1 39 21 7.2 -0.1
FDVV Fidelity High Dividend ETF 0.1 15 45 7.7 +0.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 21 6.4 -0.8
IWL iShares Russell Top 200 ETF 0.1 15 45 4.7 -2.6
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 36 6.3 -1.0
DFIC Dimensional International Core Equity 2 ETF 0.0 23 37 7.2 -0.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 35 9.2 +1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 15 8.5 +1.3
DXIV Dimensional International Vector Equity ETF 0.0 34 26 7.7 +0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 30 7.7 +0.4
GWX SPDR S&P International Small Cap ETF 0.0 40 20 6.9 -0.4
DFAI Dimensional International Core Equity Market ETF 0.0 18 42 6.9 -0.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 40 4.6 -2.7
DISV Dimensional International Small Cap Value ETF 0.0 42 18 9.1 +1.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 57 6.8 -0.5

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

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

Historical valuation trends

Forward
multiple:
First Trust SMID Cap Rising Dividend Achievers ETF
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 14.7 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.62 CATEGORY
AVERAGE
1.58
 
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.