SPDR S&P Dividend ETF
ALTAR
Score™
7.2% info Recommen-
dation
NEUTRAL
2023E    2024E
P/E
ratio
16.3x P/Sales
ratio
1.4x
P/BV
ratio
2.6x Div.
yield
3.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Dividend ETF is an exchange traded fund incorporated in the USA. The Fund's objective is to replicate the price and yield of the S&P High Yield Dividend Aristocrats Index. The Index measures the performance of 50 highest dividend yielding S&P Composite 1500 constituents that have followed a managed dividends policy of consistently increasing dividends every year for 25 years.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Nov 08, 2005
Assets (mns) $21,012
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 121
Wgt avg mkt cap (mns) $82,907
Large cap (>$10bn) 83.8%
Mid cap ($2-10bn) 14.3%
Small cap (<$2bn) 0.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
3M CO 3.1 %
INTL BUSINESS MACHINES CORP 2.8 %
ABBVIE INC 2.5 %
REALTY INCOME CORP 2.3 %
CHEVRON CORP 2.1 %
SOUTHERN CO 2.1 %
EXXON MOBIL CORP 2.0 %
CONSOLIDATED EDISON INC 1.8 %
T ROWE PRICE GROUP INC 1.8 %
EVERSOURCE ENERGY 1.7 %
Total 22.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.2 %
BRITAIN 2.5 %
IRELAND 1.5 %
SWITZERLAND 1.0 %
BERMUDA 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.1% 1.4% 7.4% 10.2% 8.6%

Market Correlations
versus... Beta R-squared
S&P500 0.83 77%
MSCI EAFE 0.81 76%
MSCI Emg. Mkts. 0.57 36%

Technical Indicators
Recent close $119.28
30d moving avg. $121.80
Annualized volatility 16.9%
Short interest (ETF) 0.0%
Short interest (Underlying) 2.2%
Relative strength (RSI) 36

Liquidity measures
Avg. volume (thou.) 397
Turnover 0.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $16,372

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 953 potential alternatives to the SPDR S&P Dividend ETF ETF based on the alternatives' overlap in portfolio holdings with SDY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SDY Expense: 35 bp ALTAR Score™: 7.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SDY
Ticker Fund
Name
Overlap1
vs SDY
(%)
Expense
ratio
(bp)
Savings
vs SDY
(bp)
ALTAR
Score™
(%)
ALTAR
vs SDY
(%)
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 70.0 15 20 7.4 +0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 65.3 35 0 6.7 -0.5
TMDV ProShares Russell US Dividend Growers ETF 51.1 35 0 6.8 -0.4
VSDA VictoryShares Dividend Accelerator ETF 41.1 35 0 7.0 -0.2
PFM Invesco Dividend Achievers ETF 30.0 53 -18 6.4 -0.9
DGRO iShares Core Dividend Growth ETF 29.7 8 27 7.3 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 28.8 25 10 6.4 -0.8
VIG Vanguard Dividend Appreciation Index Fund 28.6 6 29 6.3 -1.0
SPLV Invesco S&P 500 Low Volatility ETF 28.0 25 10 6.2 -1.0
VYM Vanguard High Dividend Yield Index ETF 27.6 6 29 8.2 +1.0
QDIV Global X S&P 500 Quality Dividend ETF 26.9 20 15 9.8 +2.5
LGLV SPDR Russell 1000 Low Volatility ETF 26.2 12 23 5.9 -1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 25.8 28 7 7.1 -0.2
FVD First Trust Value Line Dividend Index Fund 25.6 65 -30 6.8 -0.5
SCHV Schwab U.S. Large-Cap Value ETF 25.6 4 31 7.5 +0.3
MGV Vanguard Mega Cap Value ETF 25.3 7 28 7.5 +0.3
DTD WisdomTree U.S.Total Dividend Fund 24.9 28 7 7.4 +0.2
VTV Vanguard Value Index Fund 24.0 4 31 7.8 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 23.8 18 17 7.7 +0.5
EQWL Invesco Russell Top 200 Equal Weight ETF 23.5 25 10 7.4 +0.2
FDLO Fidelity Low Volatility Factor ETF 23.4 29 6 5.8 -1.4
ILCV iShares Morningstar Value ETF 23.0 4 31 7.7 +0.5
STXD Strive 1000 Dividend Growth ETF 22.9 35 0 6.2 -1.0
DIVB iShares Core Dividend 22.4 5 30 9.0 +1.7
SIXA 6 Meridian Mega Cap Equity ETF 22.2 80 -45 7.8 +0.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 22.1 60 -25 7.9 +0.7
FTCS First Trust Capital Strength ETF 22.1 55 -20 6.4 -0.8
IWX iShares Russell Top 200 Value ETF 22.0 20 15 7.2 -0.1
NUDV Nuveen ESG Dividend ETF 21.8 26 9 7.9 +0.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 21.7 54 -19 7.3 +0.1
TPHD Timothy Plan High Dividend Stock ETF 21.6 52 -17 6.9 -0.3
STXV Strive 1000 Value ETF 21.4 18 17 8.4 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 21.3 18 17 6.3 -0.9
LVHD Legg Mason Low Volatility High Dividend ETF 21.1 27 8 9.3 +2.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 21.1 70 -35 5.8 -1.4
VONV Vanguard Russell 1000 Value Index Fund 20.8 8 27 7.5 +0.2
IWD iShares Russell 1000 Value ETF 20.7 19 16 7.4 +0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 20.5 29 6 6.4 -0.9
SPXT ProShares S&P 500 Ex-Technology ETF 20.3 9 26 6.3 -0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20.2 29 6 7.6 +0.3
ROUS Hartford Multifactor US Equity ETF 20.0 19 16 8.3 +1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 20.0 37 -2 7.4 +0.2
RNDV US Equity Dividend Select ETF 19.8 50 -15 10.3 +3.0
FDRR Fidelity Dividend ETF for Rising Rates 19.7 29 6 8.9 +1.7
JQUA JPMorgan U.S. Quality Factor ETF 19.6 12 23 6.5 -0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 19.6 48 -13 7.3 +0.1
FQAL Fidelity Quality Factor ETF 19.5 29 6 6.1 -1.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 19.4 28 7 6.5 -0.7
USMV iShares Edge MSCI Min Vol USA ETF 19.3 15 20 6.4 -0.8
DUHP Dimensional US High Profitability ETF 18.9 21 14 8.1 +0.9
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 18.6 40 -5 7.4 +0.2
HDV iShares Core High Dividend ETF 18.6 8 27 9.4 +2.2
FUNL CornerCap Fundametrics Large-Cap ETF 18.3 50 -15 8.3 +1.1
DVY iShares Select Dividend ETF 18.3 38 -3 10.1 +2.9
MDLV Morgan Dempsey Large Cap Value ETF 18.2 58 -23 9.6 +2.4
TTAC TrimTabs US Free Cash Flow Quality ETF 18.1 59 -24 6.8 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 17.8 75 -40 5.5 -1.8
QLV FlexShares US Quality Low Volatility Index Fund 17.8 22 13 5.9 -1.3
IUS Invesco Strategic US ETF 17.8 19 16 8.1 +0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 17.7 35 0 9.3 +2.1
FDVV Fidelity Core Dividend ETF 17.7 29 6 9.8 +2.6
PRF Invesco FTSE RAFI US 1000 ETF 17.6 39 -4 7.6 +0.4
FSTA Fidelity MSCI Consumer Staples Index ETF 17.5 8 27 6.3 -0.9
VDC Vanguard Consumer Staples Index Fund 17.5 10 25 6.3 -1.0
QUS SPDR MSCI USA StrategicFactors ETF 17.4 15 20 6.7 -0.6
GDEF Goldman Sachs Defensive Equity ETF 17.4 55 -20 5.1 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 17.2 11 24 6.2 -1.1
GSPY Gotham Enhanced 500 ETF 17.2 50 -15 6.2 -1.1
ESG FlexShares STOXX US ESG Impact Index Fund 17.1 32 3 5.6 -1.6
RWL Invesco S&P 500 Revenue ETF 17.1 39 -4 7.4 +0.2
JAVA JPMorgan Active Value ETF 17.1 44 -9 6.8 -0.4
SPXN ProShares S&P 500 Ex-Financials ETF 17.0 9 26 6.0 -1.3
DIVD Altrius Global Dividend ETF 17.0 49 -14 11.7 +4.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 16.9 7 28 10.0 +2.8
EDOW First Trust Dow 30 Equal Weight ETF 16.9 50 -15 7.2 +0.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 16.9 25 10 7.7 +0.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 16.9 49 -14 6.1 -1.2
PWV Invesco Dynamic Large Cap Value ETF 16.8 58 -23 9.5 +2.3
XLP Consumer Staples Select Sector SPDR Fund 16.8 10 25 6.4 -0.8
LVOL American Century Low Volatility ETF 16.8 29 6 5.8 -1.4
SCHD Schwab U.S. Dividend Equity ETF 16.6 6 29 9.4 +2.1
OEF iShares S&P 100 ETF 16.6 20 15 5.6 -1.7
VUSE Vident Core US Equity Fund 16.6 50 -15 6.3 -0.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 16.6 35 0 7.1 -0.2
DHS WisdomTree U.S. High Dividend Fund 16.6 38 -3 9.8 +2.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 16.5 40 -5 4.9 -2.3
IWL iShares Russell Top 200 ETF 16.5 15 20 5.6 -1.7
SSPY Syntax Stratified LargeCap ETF 16.5 30 5 7.4 +0.1
MGC Vanguard Mega Cap Index Fund 16.5 7 28 5.7 -1.6
QDF FlexShares Quality Dividend Index Fund 16.5 37 -2 7.7 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 16.4 49 -14 5.3 -2.0
SDOG ALPS Sector Dividend Dogs ETF 16.4 36 -1 11.7 +4.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 16.4 14 21 5.9 -1.3
NACP Impact Shares NAACP Minority Empowerment ETF 16.4 49 -14 5.6 -1.6
DSI iShares MSCI KLD 400 Social ETF 16.4 25 10 5.9 -1.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 16.4 36 -1 7.0 -0.2
ESGS Columbia Sustainable U.S. Equity Income ETF 16.2 35 0 7.2 -0.0
SPMO Invesco S&P 500 Momentum ETF 16.2 13 22 7.0 -0.3
VFMV Vanguard U.S. Minimum Volatility ETF 16.1 13 22 6.4 -0.8
SPHQ Invesco S&P 500 Quality ETF 16.1 15 20 6.1 -1.1
SPY SPDR S&P 500 ETF Trust 16.1 9 26 5.9 -1.3
IVV iShares Core S&P 500 ETF 16.1 3 32 6.0 -1.2
DVND Touchstone Dividend Select ETF 16.1 67 -32 6.9 -0.3
VOO VANGUARD S&P 500 ETF 16.0 3 32 6.0 -1.3
PY Principal Shareholder Yield Index ETF 16.0 15 20 8.5 +1.2
SPLG SPDR Portfolio S&P 500 ETF 16.0 2 33 6.0 -1.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 16.0 25 10 7.6 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 15.9 20 15 7.7 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 15.9 20 15 5.7 -1.5
HDUS Hartford Disciplined US Equity ETF 15.9 19 16 7.0 -0.3
RECS Columbia Research Enhanced Core ETF 15.9 15 20 6.7 -0.5
FLRG Fidelity U.S. Multifactor ETF 15.8 29 6 7.8 +0.6
SIXL 6 Meridian Low Beta Equity Strategy ETF 15.8 80 -45 6.0 -1.3
IVE iShares S&P 500 Value ETF 15.8 18 17 6.4 -0.8
SPYV SPDR Portfolio S&P 500 Value ETF 15.7 4 31 6.6 -0.6
VOOV Vanguard S&P 500 Value ETF 15.7 10 25 6.5 -0.7
STRV Strive 500 ETF 15.7 5 30 5.8 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 15.6 10 25 5.9 -1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 15.6 0 35 5.7 -1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 15.6 25 10 8.7 +1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 15.6 15 20 5.6 -1.7
VV Vanguard Large-Cap Index Fund 15.6 4 31 5.8 -1.4
CLRG IQ Chaikin U.S. Large Cap ETF 15.5 25 10 7.2 -0.1
EQUL IQ Engender Equality ETF 15.5 45 -10 7.7 +0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 15.5 45 -10 11.3 +4.1
PBUS Invesco PureBeta MSCI USA ETF 15.4 4 31 5.9 -1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 15.3 7 28 5.8 -1.4
SPTM SPDR Portfolio Total Stock Market ETF 15.3 3 32 6.2 -1.0
IUSV iShares Core S&P U.S. Value ETF 15.3 4 31 6.8 -0.5
ILCB iShares Morningstar U.S. Equity ETF 15.3 3 32 5.9 -1.3
SPYD SPDR S&P 500 High Dividend ETF 15.3 7 28 11.3 +4.1
ESGU iShares MSCI USA ESG Optimized ETF 15.3 15 20 5.9 -1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 15.2 19 16 7.1 -0.1
VLU SPDR S&P 1500 Value Tilt ETF 15.2 12 23 8.3 +1.1
VOTE Engine No. 1 Transform 500 ETF 15.1 5 30 5.8 -1.4
IYK iShares U.S. Consumer Goods ETF 15.1 39 -4 6.7 -0.6
ADME Aptus Drawdown Managed Equity ETF 15.1 79 -44 5.0 -2.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 15.1 9 26 6.6 -0.6
RSP Invesco S&P 500 Equal Weight ETF 15.1 20 15 7.1 -0.1
IVW iShares S&P 500 Growth ETF 15.0 18 17 5.8 -1.4
XLI Industrial Select Sector SPDR Fund 15.0 10 25 5.7 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 15.0 4 31 6.0 -1.2
IWB iShares Russell 1000 ETF 15.0 15 20 5.8 -1.4
VOOG Vanguard S&P 500 Growth ETF 15.0 10 25 5.9 -1.3
IUSG iShares Core S&P US Growth ETF 15.0 4 31 6.0 -1.2
IYY iShares Dow Jones U.S. ETF 15.0 20 15 5.8 -1.5
TPLC Timothy Plan US Large Cap Core ETF 15.0 52 -17 6.6 -0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 15.0 58 -23 6.5 -0.7
VONE Vanguard Russell 1000 ETF 15.0 8 27 5.8 -1.4
JHML John Hancock Multifactor Large Cap ETF 14.9 29 6 6.4 -0.9
RNLC Large Cap US Equity Select ETF 14.9 60 -25 7.5 +0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 14.9 10 25 6.0 -1.3
FLV American Century Focused Large Cap Value ETF 14.9 42 -7 7.1 -0.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 14.9 12 23 5.4 -1.9
EPS WisdomTree U.S. Earnings 500 Fund 14.9 8 27 7.2 -0.0
RAFE PIMCO RAFI ESG U.S. ETF 14.8 29 6 8.2 +1.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 14.8 65 -30 5.6 -1.7
JEPI JPMorgan Equity Premium Income ETF 14.8 35 0 5.8 -1.4
VALQ American Century STOXX U.S. Quality Value ETF 14.8 29 6 8.5 +1.3
QUAL iShares MSCI Usa Quality Factor ETF 14.8 15 20 6.6 -0.7
LRGF iShares Edge MSCI Multifactor USA ETF 14.8 8 27 6.9 -0.3
WKLY SoFi Weekly Dividend ETF 14.8 49 -14 8.5 +1.3
DFUS Dimensional U.S. Equity ETF 14.8 9 26 5.8 -1.4
SHE SPDR SSGA Gender Diversity Index ETF 14.8 20 15 6.0 -1.3
DFAU Dimensional US Core Equity Market ETF 14.8 12 23 6.0 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 14.8 2 33 5.9 -1.3
VSLU Applied Finance Valuation Large Cap ETF 14.8 49 -14 6.6 -0.7
SCHX Schwab U.S. Large-Cap ETF 14.7 3 32 5.9 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 14.7 29 6 5.8 -1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.7 15 20 7.4 +0.1
FIDU Fidelity MSCI Industrials Index ETF 14.7 8 27 5.6 -1.7
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 14.7 15 20 6.0 -1.3
KRMA Global X Conscious Companies ETF 14.6 43 -8 6.4 -0.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 14.6 30 5 11.4 +4.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 14.6 56 -21 7.0 -0.2
SNPV Xtrackers S&P ESG Value ETF 14.6 15 20 6.7 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 14.6 9 26 5.6 -1.6
ONEY SPDR Russell 1000 Yield Focus ETF 14.6 20 15 11.4 +4.2
SNPG Xtrackers S&P 500 Growth ESG ETF 14.6 15 20 5.5 -1.7
DIA SPDR Dow Jones Industrial Average ETF Trust 14.6 16 19 6.5 -0.8
SFY SoFi Select 500 ETF 14.6 0 35 5.6 -1.6
DURA VanEck Morningstar Durable Dividend ETF 14.5 29 6 8.0 +0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 14.5 20 15 8.8 +1.6
VIS Vanguard Industrials Index Fund 14.5 10 25 5.3 -1.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.5 20 15 5.8 -1.4
FVAL Fidelity Value Factor ETF 14.5 29 6 8.3 +1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14.5 11 24 5.9 -1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14.5 9 26 7.0 -0.3
ACVF American Conservative Values ETF 14.5 75 -40 5.1 -2.1
SCHK Schwab 1000 Index ETF 14.5 5 30 6.0 -1.3
VTI Vanguard Total Stock Market Index Fund 14.4 3 32 5.7 -1.5
HLAL Wahed FTSE USA Shariah ETF 14.4 50 -15 5.4 -1.8
IOO iShares Global 100 ETF 14.4 41 -6 6.1 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 14.3 3 32 5.8 -1.5
IWV iShares Russell 3000 ETF 14.3 20 15 5.6 -1.6
RVRB Reverb ETF 14.3 30 5 5.8 -1.5
VTHR Vanguard Russell 3000 Index Fund 14.3 10 25 5.7 -1.6
XLG Invesco S&P 500 Top 50 ETF 14.2 20 15 5.1 -2.1
SPXE ProShares S&P 500 Ex-Energy ETF 14.1 9 26 5.9 -1.3
MAGA Point Bridge GOP Stock Tracker ETF 14.1 72 -37 6.9 -0.4
SUSA iShares MSCI USA ESG Select ETF 14.1 25 10 6.1 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 14.1 29 6 12.0 +4.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 14.1 18 17 8.7 +1.5
IYJ iShares U.S. Industrials ETF 14.0 39 -4 5.7 -1.6
SNPE Xtrackers S&P 500 ESG ETF 14.0 10 25 6.0 -1.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 14.0 30 5 9.2 +1.9
REVS Columbia Research Enhanced Value ETF 14.0 19 16 8.6 +1.4
SCHB Schwab U.S. Broad Market ETF 13.9 3 32 5.9 -1.4
VFQY Vanguard U.S. Quality Factor ETF 13.9 13 22 7.9 +0.6
HKND Humankind US Stock ETF 13.8 11 24 7.3 +0.1
KXI iShares Global Consumer Staples ETF 13.8 41 -6 6.0 -1.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.8 40 -5 7.4 +0.2
IPDP Dividend Performers ETF 13.7 106 -71 5.8 -1.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 13.6 17 18 8.0 +0.8
ICAP InfraCap Equity Income Fund ETF 13.5 171 -136 10.0 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 13.5 17 18 6.6 -0.7
DFSU Dimensional US Sustainability Core 1 ETF 13.4 18 17 6.7 -0.6
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 13.3 20 15 9.2 +2.0
DIVS SmartETFs Dividend Builder ETF 13.3 65 -30 5.6 -1.6
SDEP SFP Core Equity Strategy 13.2 0 35 6.8 -0.4
ZECP Zacks Earnings Consistent Portfolio ETF 13.2 55 -20 6.2 -1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 13.2 53 -18 9.3 +2.1
GDIV Harbor Dividend Growth Leaders ETF 13.1 50 -15 6.7 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 13.1 10 25 6.1 -1.1
VDNI V-Shares US Leadership Diversity ETF 13.1 29 6 6.2 -1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.0 10 25 6.3 -0.9
BMVP Invesco Bloomberg MVP Multi-Factor ETF 13.0 29 6 9.1 +1.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 13.0 12 23 5.5 -1.7
DSTL Distillate US Fundamental Stability & Value ETF 12.9 39 -4 8.2 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 12.8 9 26 7.0 -0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.7 7 28 6.0 -1.3
DEW WisdomTree Global High Dividend Fund 12.7 58 -23 10.1 +2.9
FCPI Fidelity Stocks for Inflation ETF 12.7 29 6 9.3 +2.1
XVV iShares ESG Screened S&P 500 ETF 12.6 8 27 5.9 -1.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 12.5 20 15 6.6 -0.6
NULV Nuveen ESG Large-Cap Value ETF 12.5 26 9 7.9 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.4 75 -40 6.3 -0.9
AFLG First Trust Active Factor Large Cap ETF 12.4 55 -20 7.4 +0.2
AVUS Avantis U.S. Equity ETF 12.4 15 20 6.9 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 12.3 20 15 9.0 +1.8
QLC FlexShares US Quality Large Cap Index Fund 12.3 25 10 6.7 -0.6
JMOM JPMorgan U.S. Momentum Factor ETF 12.2 12 23 6.1 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 12.2 75 -40 8.3 +1.1
SIZE iShares MSCI USA Size Factor ETF 12.1 15 20 6.8 -0.4
QWLD SPDR MSCI World StrategicFactors ETF 12.1 30 5 7.6 +0.3
AUSF Global X Adaptive U.S. Factor ETF 12.0 27 8 6.3 -1.0
DIVZ TrueShares Low Volatility Equity Income ETF 11.9 65 -30 9.4 +2.2
DON WisdomTree U.S. MidCap Dividend Fund 11.9 38 -3 9.6 +2.4
NULC Nuveen ESG Large-Cap ETF 11.7 21 14 6.0 -1.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 11.7 25 10 6.6 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 11.7 59 -24 7.1 -0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 11.6 80 -45 7.1 -0.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 11.6 69 -34 5.5 -1.7
RESP WisdomTree US ESG Fund of Benef Interest 11.6 28 7 6.8 -0.4
TOK iShares MSCI Kokusai ETF 11.5 25 10 6.2 -1.0
BBLU EA Bridgeway Blue Chip ETF 11.5 15 20 6.2 -1.0
JHDV John Hancock U.S. High Dividend ETF 11.5 34 1 7.3 +0.1
POWA Invesco Bloomberg Pricing Power ETF 11.4 40 -5 5.9 -1.3
DFUV Dimensional US Marketwide Value ETF 11.4 22 13 8.6 +1.4
ONEO SPDR Russell 1000 Momentum Focus ETF 11.3 20 15 7.9 +0.7
STXG Strive 1000 Growth ETF 11.3 18 17 5.1 -2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 11.3 38 -3 7.2 -0.0
FLQL Franklin LibertyQ U.S. Equity ETF 11.2 15 20 7.4 +0.2
FUTY Fidelity MSCI Utilities Index ETF 11.2 8 27 6.8 -0.5
VPU Vanguard Utilities Index Fund 11.2 10 25 6.5 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 11.2 6 29 9.1 +1.8
FBCV Fidelity Blue Chip Value ETF 11.2 59 -24 7.4 +0.2
VIRS Pacer BioThreat Strategy ETF 11.2 70 -35 7.2 +0.0
EXI iShares Global Industrials ETF 11.1 42 -7 5.8 -1.4
VOE Vanguard Mid-Cap Value Index Fund 11.1 7 28 8.4 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 11.1 9 26 6.5 -0.8
EQAL Invesco Russell 1000 Equal Weight ETF 11.0 20 15 7.2 -0.0
JVAL JPMorgan U.S. Value Factor ETF 10.9 12 23 9.5 +2.2
COWZ Pacer US Cash Cows 100 ETF 10.8 49 -14 11.4 +4.2
ESGV Vanguard ESG U.S. Stock ETF 10.8 9 26 5.7 -1.5
SPVM Invesco S&P 500 Value with Momentum ETF 10.8 39 -4 9.7 +2.4
IQSU IQ Candriam ESG US Equity ETF 10.8 9 26 5.5 -1.8
YPS Arrow Reverse Cap 500 ETF 10.8 29 6 6.8 -0.5
FTA First Trust Large Cap Value AlphaDEX Fund 10.8 59 -24 10.1 +2.9
DFLV Dimensional US Large Cap Value ETF 10.8 22 13 9.1 +1.8
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 6 6.3 -1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.7 60 -25 4.4 -2.8
URTH iShares MSCI World ETF 10.7 24 11 6.4 -0.8
IMCB iShares Morningstar Mid-Cap ETF 10.7 4 31 6.9 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 10.7 4 31 6.9 -0.3
CZA Invesco Zacks Mid-Cap ETF 10.7 69 -34 7.3 +0.0
HLGE Hartford Longevity Economy ETF 10.6 44 -9 8.8 +1.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 10.5 42 -7 6.5 -0.8
FDMO Fidelity Momentum Factor ETF 10.5 29 6 4.3 -3.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10.4 24 11 9.2 +1.9
IWS iShares Russell Mid-Cap Value ETF 10.3 23 12 7.6 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.3 29 6 10.9 +3.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.3 10 25 5.4 -1.8
PEXL Pacer US Export Leaders ETF 10.2 60 -25 6.7 -0.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 10.2 61 -26 7.7 +0.5
VO Vanguard Mid-Cap Index Fund 10.2 4 31 6.7 -0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.1 9 26 6.4 -0.9
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 10.1 69 -34 7.4 +0.2
KRUZ Unusual Whales Subversive Republican Trading ETF 10.0 75 -40 4.8 -2.5
IWR iShares Russell Midcap ETF 10.0 18 17 6.6 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 10.0 43 -8 6.2 -1.0
GDVD R3 Global Dividend Growth ETF 10.0 88 -53 7.2 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 10.0 59 -24 4.3 -2.9
VAW Vanguard Materials Index Fund 9.9 10 25 6.9 -0.3
CGDV Capital Group Dividend Value ETF 9.8 33 2 6.6 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 9.8 15 20 8.2 +0.9
AVLV Avantis U.S. Large Cap Value ETF 9.8 15 20 8.7 +1.5
HAPI Harbor Corporate Culture ETF 9.8 36 -1 5.5 -1.8
USMF WisdomTree U.S. Multifactor Fund 9.8 28 7 7.7 +0.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.7 35 0 7.6 +0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 9.7 17 18 7.2 -0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 9.7 15 20 7.2 -0.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 9.7 15 20 7.2 -0.0
GVLU Gotham 1000 Value ETF 9.7 50 -15 9.6 +2.4
BTHM BlackRock Future U.S. Themes ETF 9.6 60 -25 6.0 -1.3
ACWI iShares MSCI ACWI ETF 9.6 32 3 6.5 -0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 9.5 30 5 5.9 -1.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.5 60 -25 6.4 -0.8
IDU iShares U.S. Utilities ETF 9.5 39 -4 6.2 -1.0
MTUM iShares MSCI USA Momentum Factor ETF 9.5 15 20 5.1 -2.1
STLV iShares Factors US Value Style ETF 9.5 25 10 9.4 +2.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.5 10 25 5.3 -1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 9.4 6 29 4.8 -2.5
JHMM John Hancock Multifactor Mid Cap ETF 9.3 41 -6 7.7 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 9.3 23 12 8.0 +0.8
USXF iShares ESG Advanced MSCI USA ETF 9.2 10 25 5.7 -1.5
FMAT Fidelity MSCI Materials Index ETF 9.2 8 27 7.3 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 9.1 12 23 8.2 +1.0
VBR Vanguard Small Cap Value Index Fund 9.1 7 28 9.2 +2.0
IJH iShares Core S&P Mid-Cap ETF 9.0 5 30 8.2 +1.0
SPMD SPDR Portfolio Mid Cap ETF 9.0 3 32 8.2 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 9.0 10 25 8.2 +0.9
MOAT VanEck Morningstar Wide Moat ETF 9.0 46 -11 6.3 -0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 8.8 80 -45 8.9 +1.7
DGT SPDR Global Dow ETF 8.8 50 -15 7.5 +0.3
BUL Pacer US Cash Cows Growth ETF 8.8 60 -25 10.5 +3.2
DFND Siren DIVCON Dividend Defender ETF 8.8 189 -154 5.0 -2.3
HAP VanEck Natural Resources ETF 8.7 50 -15 8.2 +1.0
VT Vanguard Total World Stock ETF 8.7 7 28 6.6 -0.6
FXG First Trust Consumer Staples AlphaDEX Fund 8.7 63 -28 7.3 +0.0
AHOY Newday Ocean Health ETF 8.6 75 -40 6.4 -0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.6 65 -30 3.5 -3.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 8.5 15 20 8.7 +1.5
RFFC RiverFront Dynamic US Flex-Cap ETF 8.5 48 -13 5.7 -1.6
UDI USCF Dividend Income Fund 8.5 65 -30 8.2 +0.9
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 8.5 39 -4 6.4 -0.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.4 20 15 6.9 -0.3
ITAN Sparkline Intangible Value ETF 8.4 50 -15 7.0 -0.3
MOTE VanEck Morningstar ESG Moat ETF 8.4 49 -14 6.3 -0.9
AIEQ AI Powered Equity ETF 8.3 75 -40 5.3 -1.9
VFMF Vanguard U.S. Multifactor ETF 8.1 18 17 9.5 +2.3
DBLV AdvisorShares DoubleLine Value Equity ETF 8.1 91 -56 8.7 +1.5
IWF iShares Russell 1000 Growth ETF 8.1 19 16 5.3 -1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.0 60 -25 5.4 -1.8
SCHM Schwab U.S. Mid-Cap ETF 8.0 4 31 6.7 -0.5
RDVY First Trust Rising Dividend Achievers ETF 8.0 50 -15 9.9 +2.7
RSPU Invesco S&P 500 Equal Weight Utilities ETF 8.0 40 -5 7.3 +0.1
XLU Utilities Select Sector SPDR Fund 8.0 10 25 6.8 -0.4
VONG Vanguard Russell 1000 Growth Index Fund 8.0 8 27 5.4 -1.8
LCF Touchstone US Large Cap Focused ETF 8.0 69 -34 5.0 -2.3
LRND IQ U.S. Large Cap R&D Leaders ETF 7.9 14 21 7.1 -0.1
PSET Principal Price Setters Index ETF 7.9 15 20 6.6 -0.6
PUI Invesco DWA Utilities Momentum ETF 7.9 60 -25 6.1 -1.2
FMIL Fidelity New Millennium ETF 7.9 59 -24 6.1 -1.1
IEDI iShares Evolved U.S. Discretionary Spending ETF 7.9 18 17 5.5 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 7.9 13 22 11.3 +4.1
DIV Global X SuperDividend US ETF 7.8 45 -10 8.5 +1.3
IWY iShares Russell Top 200 Growth ETF 7.8 20 15 5.4 -1.8
RNMC Mid Cap US Equity Select ETF 7.8 60 -25 8.8 +1.6
GLOF iShares Global Equity Factor ETF 7.8 20 15 9.0 +1.8
FTGS First Trust Growth Strength ETF 7.8 60 -25 7.8 +0.6
BKUS BNY Mellon Sustainable US Equity ETF 7.8 50 -15 5.3 -1.9
JXI iShares Global Utilities ETF 7.8 43 -8 6.9 -0.3
ANEW ProShares MSCI Transformational Changes ETF 7.7 45 -10 5.9 -1.3
XLV Health Care Select Sector SPDR Fund 7.7 10 25 8.5 +1.3
IYH iShares U.S. Healthcare ETF 7.6 39 -4 7.4 +0.1
SPGP Invesco S&P 500 GARP ETF 7.6 36 -1 9.3 +2.1
FHLC Fidelity MSCI Health Care Index ETF 7.6 8 27 6.7 -0.5
VHT Vanguard Health Care Index Fund 7.6 10 25 6.7 -0.6
WTV WisdomTree US Value Fund 7.6 12 23 8.9 +1.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.5 63 -28 3.5 -3.8
IXJ iShares Global Healthcare ETF 7.5 42 -7 7.5 +0.3
CGUS Capital Group Core Equity ETF 7.5 33 2 5.7 -1.5
GCOW Pacer Global High Dividend ETF 7.5 60 -25 14.1 +6.9
XMLV Invesco S&P MidCap Low Volatility ETF 7.5 25 10 7.4 +0.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.5 7 28 5.9 -1.4
FXU First Trust Utilities AlphaDEX Fund 7.4 64 -29 6.1 -1.1
RUNN Running Oak Efficient Growth ETF 7.4 58 -23 6.0 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 7.4 40 -5 9.0 +1.7
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 7.4 15 20 7.1 -0.2
GLIF AGFiQ Global Infrastructure ETF 7.3 45 -10 5.7 -1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 7.3 52 -17 8.7 +1.5
YLDE ClearBridge Dividend Strategy ESG ETF 7.3 60 -25 6.0 -1.2
MBOX Freedom Day Dividend ETF 7.2 39 -4 8.4 +1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 7.2 67 -32 11.0 +3.8
FXO First Trust Financials AlphaDEX Fund 7.2 62 -27 11.8 +4.5
DIVY Sound Equity Income ETF 7.2 45 -10 10.9 +3.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 7.1 40 -5 8.6 +1.4
ECLN First Trust EIP Carbon Impact ETF 7.1 96 -61 5.2 -2.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 7.0 45 -10 5.9 -1.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.0 75 -40 6.3 -1.0
NANC Unusual Whales Subversive Democratic Trading ETF 7.0 75 -40 4.8 -2.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.0 15 20 8.1 +0.9
IFRA iShares U.S. Infrastructure ETF 7.0 30 5 6.4 -0.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.0 60 -25 9.4 +2.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 7.0 40 -5 8.7 +1.4
XLB Materials Select Sector SPDR Fund 7.0 10 25 6.3 -1.0
PINK Simplify Health Care ETF 6.9 50 -15 5.1 -2.2
MBCC Monarch Blue Chips Core ETF 6.9 125 -90 3.6 -3.6
IWP iShares Russell Mid-Cap Growth ETF 6.9 23 12 4.5 -2.8
BFOR Barron's 400 ETF 6.8 65 -30 8.7 +1.5
FSMD Fidelity Small-Mid Factor ETF 6.8 29 6 8.3 +1.1
RTH VanEck Retail ETF 6.8 35 0 6.3 -0.9
NZRO Strategy Shares Halt Climate Change ETF 6.7 95 -60 1.9 -5.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.7 12 23 6.1 -1.1
PAVE Global X U.S. Infrastructure Development ETF 6.7 47 -12 6.9 -0.4
GNR SPDR S&P Global Natural Resources ETF 6.7 40 -5 9.4 +2.2
NUMV Nuveen ESG Mid-Cap Value ETF 6.6 31 4 9.1 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 6.6 24 11 8.9 +1.7
VLUE iShares MSCI USA Value Factor ETF 6.6 15 20 11.9 +4.7
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 6.6 48 -13 7.9 +0.6
NULG Nuveen ESG Large-Cap Growth ETF 6.5 26 9 4.7 -2.5
HAPY Harbor Corporate Culture Leaders ETF 6.5 50 -15 4.4 -2.8
VB Vanguard Small-Cap ETF 6.5 5 30 6.2 -1.1
FLDZ RiverNorth Volition America Patriot ETF 6.5 75 -40 6.5 -0.7
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 6.4 46 -11 8.8 +1.5
SAMT Strategas Macro Thematic Opportunities ETF 6.4 65 -30 4.0 -3.3
IYM iShares U.S. Basic Materials ETF 6.4 39 -4 7.6 +0.3
FTXG First Trust Nasdaq Food & Beverage ETF 6.4 60 -25 6.1 -1.1
JSTC Adasina Social Justice All Cap Global ETF 6.3 89 -54 5.6 -1.6
ILCG iShares Morningstar Growth ETF 6.3 4 31 4.6 -2.6
VOT Vanguard Mid-Cap Growth Index Fund 6.3 7 28 5.1 -2.2
BIBL Inspire ETF 6.3 35 0 5.5 -1.7
ISMD Inspire Small/Mid Cap Impact ETF 6.3 54 -19 5.6 -1.6
EMLP First Trust North American Energy Infrastructure Fund 6.2 95 -60 5.6 -1.6
RPG Invesco S&P 500 Pure Growth ETF 6.2 35 0 8.0 +0.8
ETHO Etho Climate Leadership U.S. ETF 6.2 47 -12 5.5 -1.8
KLDW Gavekal Knowledge Leaders Developed World ETF 6.2 75 -40 5.8 -1.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 6.1 47 -12 6.1 -1.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 6.1 17 18 6.3 -1.0
IYF iShares U.S. Financials ETF 6.1 39 -4 7.5 +0.3
BRNY Burney U.S. Factor Rotation ETF 6.0 79 -44 6.6 -0.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.0 65 -30 7.1 -0.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 6.0 20 15 5.8 -1.4
OALC OneAscent Large Cap Core ETF 6.0 82 -47 6.1 -1.2
MXI iShares Global Materials ETF 5.9 41 -6 8.0 +0.7
CVAR Cultivar ETF 5.8 87 -52 8.7 +1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 5.8 18 17 9.2 +2.0
MDYV SPDR S&P 400 Mid Cap Value ETF 5.8 15 20 9.4 +2.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.8 15 20 9.3 +2.1
BLES Inspire Global Hope Large Cap ETF 5.8 61 -26 7.1 -0.1
KIE SPDR S&P Insurance ETF 5.8 35 0 8.1 +0.8
IGF iShares Global Infrastructure ETF 5.7 41 -6 5.4 -1.9
GII SPDR S&P Global Infrastructure ETF 5.7 40 -5 5.5 -1.7
KONG Formidable Fortress ETF 5.7 89 -54 6.3 -0.9
RUFF Alpha Dog ETF 5.7 94 -59 5.4 -1.8
SPHB Invesco S&P 500 High Beta ETF 5.7 25 10 6.2 -1.1
ALTL Pacer Lunt Large Cap Alternator ETF 5.7 60 -25 5.8 -1.5
SFYX Sofi Next 500 ETF 5.7 0 35 6.2 -1.1
VUG Vanguard Growth Index Fund 5.6 4 31 4.8 -2.4
AFMC First Trust Active Factor Mid Cap ETF 5.6 65 -30 9.7 +2.5
IGE iShares North American Natural Resources ETF 5.6 41 -6 6.4 -0.9
IQRA IQ CBRE Real Assets ETF 5.6 65 -30 5.9 -1.3
ROCI ROC ETF 5.5 49 -14 5.3 -2.0
AGNG Global X Aging Population ETF 5.5 50 -15 4.4 -2.9
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 5.4 45 -10 5.4 -1.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.4 60 -25 5.6 -1.7
HOMZ Hoya Capital Housing ETF 5.4 30 5 9.5 +2.3
SMDY Syntax Stratified MidCap ETF 5.4 35 0 8.0 +0.8
NANR SPDR S&P North American Natural Resources ETF 5.4 35 0 6.4 -0.8
IAK iShares U.S. Insurance ETF 5.4 39 -4 7.1 -0.1
PKW Invesco Buyback Achievers ETF 5.3 64 -29 9.0 +1.8
NTZG Nuveen Global Net Zero Transition ETF 5.3 55 -20 5.4 -1.8
VFVA Vanguard U.S. Value Factor ETF 5.3 13 22 11.5 +4.3
DRLL Strive U.S. Energy ETF 5.2 41 -6 5.8 -1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.2 58 -23 5.3 -1.9
TINT ProShares Smart Materials ETF 5.2 58 -23 6.7 -0.5
SYLD Cambria Shareholder Yield ETF 5.2 59 -24 11.7 +4.4
TIME Clockwise Capital Innovation ETF 5.2 96 -61 2.7 -4.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.2 60 -25 6.4 -0.8
SXQG 6 Meridian Quality Growth ETF 5.1 100 -65 5.0 -2.2
PYZ Invesco DWA Basic Materials Momentum ETF 5.1 60 -25 9.9 +2.7
VCLN Virtus Duff & Phelps Clean Energy ETF 5.1 59 -24 4.2 -3.0
VAMO Cambria Value & Momentum ETF 5.1 64 -29 11.5 +4.3
RWK Invesco S&P MidCap 400 Revenue ETF 5.1 39 -4 9.7 +2.4
VFH Vanguard Financials Index Fund 5.1 10 25 7.6 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 5.1 59 -24 8.3 +1.1
VEGN US Vegan Climate ETF 5.1 60 -25 5.3 -1.9
JHSC John Hancock Multifactor Small Cap ETF 5.1 42 -7 7.1 -0.2
FNCL Fidelity MSCI Financials Index ETF 5.0 8 27 7.6 +0.4
SFYF SoFi 50 ETF 5.0 29 6 0.4 -6.9
WCEO Hypatia Women CEO ETF 5.0 85 -50 6.3 -0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.0 39 -4 13.3 +6.0
QGRO American Century STOXX U.S. Quality Growth ETF 5.0 29 6 6.7 -0.5
IYC iShares U.S. Consumer Services ETF 5.0 39 -4 4.3 -3.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.0 50 -15 4.0 -3.3
HART IQ Healthy Hearts ETF 5.0 45 -10 6.4 -0.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.0 60 -25 10.2 +3.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.9 35 0 5.6 -1.7
RSHO Tema American Reshoring ETF 4.9 75 -40 3.6 -3.6
WRND IQ Global Equity R&D Leaders ETF 4.9 18 17 8.2 +0.9
EZM WisdomTree U.S. MidCap Earnings Fund 4.9 38 -3 11.1 +3.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.9 70 -35 3.4 -3.8
PJP Invesco Dynamic Pharmaceuticals ETF 4.8 58 -23 7.1 -0.1
BKSE BNY Mellon US Small Cap Core Equity ETF 4.8 4 31 6.6 -0.7
FXZ First Trust Materials AlphaDEX Fund 4.8 61 -26 12.2 +4.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 20 6.4 -0.8
BUZZ VanEck Social Sentiment ETF 4.7 75 -40 1.1 -6.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 4.6 35 0 9.3 +2.1
USVT US Value ETF 4.6 49 -14 11.7 +4.4
UTES Virtus Reaves Utilities ETF 4.5 49 -14 6.1 -1.2
ISCV iShares Morningstar Small Cap Value ETF 4.5 6 29 9.1 +1.9
ACSI American Customer Satisfaction Core Alpha ETF 4.5 65 -30 6.2 -1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 4.5 15 20 5.0 -2.3
VNSE Natixis Vaughan Nelson Select ETF 4.5 80 -45 4.4 -2.8
TMFC Motley Fool 100 Index ETF 4.5 50 -15 4.5 -2.8
USRT iShares Core U.S. REIT ETF 4.4 8 27 7.5 +0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.4 11 24 7.5 +0.3
SCHH Schwab U.S. REIT ETF 4.4 7 28 7.6 +0.4
RWO SPDR Dow Jones Global Real Estate ETF 4.4 50 -15 6.8 -0.4
RWR SPDR Dow Jones REIT ETF 4.4 25 10 7.4 +0.2
DFAR Dimensional US Real Estate ETF 4.4 19 16 7.5 +0.3
FREL Fidelity MSCI Real Estate Index ETF 4.4 8 27 7.5 +0.3
IYR iShares U.S. Real Estate ETF 4.4 40 -5 7.2 -0.1
FRI First Trust S&P REIT Index Fund 4.4 50 -15 7.0 -0.2
REET iShares Global REIT ETF 4.4 14 21 7.2 -0.1
SMMD iShares Russell 2500 ETF 4.4 15 20 6.8 -0.4
AVRE Avantis Real Estate ETF 4.4 17 18 6.7 -0.6
DIP BTD Capital Fund 4.3 129 -94 7.3 +0.1
STXK Strive Small-Cap ETF 4.3 18 17 5.8 -1.4
BNE Blue Horizon BNE ETF 4.3 87 -52 4.2 -3.1
XLF Financial Select Sector SPDR Fund 4.3 10 25 7.0 -0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.3 50 -15 5.4 -1.9
VNQ Vanguard REIT Index Fund 4.3 12 23 7.5 +0.2
DFGR Dimensional Global Real Estate ETF 4.2 22 13 7.1 -0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.2 46 -11 6.8 -0.5
MGK Vanguard Mega Cap Growth ETF 4.2 7 28 4.9 -2.4
FILL iShares MSCI Global Energy Producers ETF 4.1 39 -4 8.0 +0.8
XLE Energy Select Sector SPDR Fund 4.1 10 25 6.6 -0.7
IXC iShares Global Energy ETF 4.1 44 -9 7.4 +0.2
RSPG Invesco S&P 500 Equal Weight Energy ETF 4.1 40 -5 6.9 -0.4
IYE iShares U.S. Energy ETF 4.1 39 -4 6.0 -1.2
FTXN First Trust Nasdaq Oil & Gas ETF 4.1 60 -25 6.6 -0.6
FXN First Trust Energy AlphaDEX Fund 4.1 61 -26 4.3 -2.9
VDE Vanguard Energy Index Fund 4.1 10 25 6.2 -1.0
FENY Fidelity MSCI Energy Index ETF 4.1 8 27 6.4 -0.9
IETC iShares Evolved U.S. Technology ETF 4.1 18 17 5.2 -2.0
XOP SPDR S&P Oil & Gas Exploration & Production ETF 4.1 35 0 9.6 +2.3
PSL Invesco DWA Consumer Staples Momentum ETF 4.1 60 -25 4.9 -2.4
PBJ Invesco Dynamic Food & Beverage ETF 4.1 63 -28 6.2 -1.1
FIW First Trust Water ETF 4.1 53 -18 4.6 -2.6
PHO Invesco Water Resources ETF 4.1 60 -25 4.8 -2.4
DFAS Dimensional U.S. Small Cap ETF 4.0 26 9 6.9 -0.3
PXI Invesco DWA Energy Momentum ETF 4.0 60 -25 4.0 -3.3
MOTG VanEck Morningstar Global Wide Moat ETF 4.0 52 -17 7.1 -0.1
SNSR Global X Internet of Things Thematic ETF 3.9 68 -33 4.9 -2.4
PPH VanEck Pharmaceutical ETF 3.9 36 -1 13.5 +6.3
MEDX Horizon Kinetics Medical ETF 3.9 85 -50 0.2 -7.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 3.9 15 20 6.2 -1.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.9 47 -12 9.0 +1.8
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.9 40 -5 7.5 +0.3
ICF iShares Cohen & Steers REIT ETF 3.9 32 3 6.9 -0.3
XLRE The Real Estate Select Sector SPDR Fund 3.9 10 25 7.2 -0.0
VXF Vanguard Extended Market Index Fund 3.8 6 29 4.3 -3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 3.8 70 -35 12.3 +5.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.8 50 -15 7.4 +0.1
SMDV ProShares Russell 2000 Dividend Growers ETF 3.8 40 -5 7.9 +0.7
EBLU Ecofin Global Water ESG Fund 3.7 40 -5 4.5 -2.7
AQWA Global X Clean Water ETF 3.7 50 -15 5.1 -2.2
RPV Invesco S&P 500 Pure Value ETF 3.7 35 0 12.2 +5.0
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.7 25 10 6.9 -0.4
WLDR Affinity World Leaders Equity ETF 3.7 67 -32 9.3 +2.1
BLOK Amplify Transformational Data Sharing ETF 3.7 75 -40 -0.3 -7.5
ISCB iShares Morningstar Small-Cap ETF 3.7 4 31 5.9 -1.4
LCLG Logan Capital Broad Innovative Growth ETF 3.7 99 -64 6.1 -1.1
YALL God Bless America ETF 3.7 65 -30 3.8 -3.5
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -24 3.7 -3.6
PPA Invesco Aerospace & Defense ETF 3.6 61 -26 4.6 -2.6
ITA iShares U.S. Aerospace & Defense ETF 3.6 40 -5 3.5 -3.7
FITE SPDR Kensho Future Security ETF 3.6 45 -10 3.9 -3.3
ROKT SPDR S&P Kensho Final Frontiers ETF 3.6 45 -10 1.7 -5.5
XAR SPDR S&P Aerospace & Defense ETF 3.6 35 0 1.6 -5.6
MISL First Trust Indxx Aerospace & Defense ETF 3.6 60 -25 4.7 -2.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.5 40 -5 5.2 -2.0
BAD B.A.D. ETF 3.5 75 -40 3.2 -4.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.5 29 6 8.4 +1.2
KBWP Invesco KBW Property & Casualty Insurance ETF 3.5 35 0 6.5 -0.7
XRT SPDR S&P Retail ETF 3.5 35 0 10.1 +2.9
KOMP SPDR Kensho New Economies Composite ETF 3.5 20 15 -0.4 -7.6
QQMG Invesco ESG NASDAQ 100 ETF 3.5 20 15 5.3 -1.9
QTUM Defiance Quantum ETF 3.5 40 -5 8.2 +1.0
NUSC Nuveen ESG Small-Cap ETF 3.5 31 4 6.2 -1.0
QQQM Invesco NASDAQ 100 ETF 3.4 15 20 5.2 -2.0
QQQ Invesco QQQ Trust 3.4 20 15 5.3 -1.9
KCE SPDR S&P Capital Markets ETF 3.4 35 0 8.2 +1.0
PRN Invesco DWA Industrials Momentum ETF 3.4 60 -25 6.3 -1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.4 15 20 12.4 +5.2
CRED Columbia Research Enhanced Real Estate ETF 3.4 33 2 7.9 +0.6
CNRG SPDR S&P Kensho Clean Power ETF 3.4 45 -10 -2.2 -9.4
FSST Fidelity Sustainability U.S. Equity ETF 3.4 59 -24 5.7 -1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 3.3 31 4 4.5 -2.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.3 80 -45 7.5 +0.3
WBIY WBI Power Factor High Dividend ETF 3.3 70 -35 13.3 +6.1
CWS AdvisorShares Focused Equity ETF 3.3 65 -30 5.7 -1.5
JZRO Janus Henderson Net Zero Transition Resources ETF 3.3 61 -26 7.7 +0.5
TPSC Timothy Plan US Small Cap Core ETF 3.3 52 -17 8.6 +1.4
XMMO Invesco S&P MidCap Momentum ETF 3.3 33 2 6.5 -0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.3 65 -30 9.6 +2.3
MDEV First Trust Indxx Medical Devices ETF 3.3 70 -35 3.8 -3.4
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 3.3 37 -2 8.6 +1.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 3.3 35 0 8.6 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 2.7 -4.5
GURU Global X Guru Index ETF 3.2 75 -40 5.0 -2.2
VCR Vanguard Consumer Discretionary Index Fund 3.2 10 25 5.0 -2.3
XLY Consumer Discretionary Select Sector SPDR Fund 3.2 10 25 5.1 -2.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.2 8 27 5.0 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 -40 7.5 +0.2
IHI iShares U.S. Medical Devices ETF 3.2 40 -5 4.9 -2.3
XHE SPDR S&P Health Care Equipment ETF 3.2 35 0 0.7 -6.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.1 21 14 4.2 -3.1
FDWM Fidelity Women's Leadership ETF 3.1 59 -24 5.9 -1.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.1 68 -33 4.6 -2.7
CGW Invesco S&P Global Water Index ETF 3.1 57 -22 4.7 -2.5
FXH First Trust Health Care AlphaDEX Fund 3.1 61 -26 8.1 +0.9
SAGP Strategas Global Policy Opportunities ETF 3.1 65 -30 7.6 +0.4
IVEG iShares Emergent Food and AgTech Multisector ETF 3.1 47 -12 8.9 +1.7
BECO BlackRock Future Climate and Sustainable Economy ETF 3.1 70 -35 5.3 -1.9
ERET iShares Environmentally Aware Real Estate ETF 3.1 30 5 7.3 +0.1
IXG iShares Global Financials ETF 3.1 42 -7 8.5 +1.2
CACG ClearBridge All Cap Growth ETF 3.0 54 -19 3.9 -3.3
NDIV Amplify Natural Resources Dividend Income ETF 3.0 59 -24 10.5 +3.2
NETZ Engine No 1 Transform Climate ETF 3.0 75 -40 6.2 -1.0
SCHA Schwab U.S. Small-Cap ETF 3.0 4 31 5.6 -1.6
LZRD Parabla Innovation ETF 2.9 69 -34 -8.7 -15.9
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 10 9.2 +1.9
OSCV Opus Small Cap Value Plus ETF 2.9 79 -44 6.4 -0.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.9 75 -40 3.6 -3.7
RXI iShares Global Consumer Discretionary ETF 2.9 41 -6 6.0 -1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.9 15 20 4.4 -2.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.9 49 -14 5.2 -2.0
ABEQ Absolute Core Strategy ETF 2.9 85 -50 4.7 -2.5
PSR Invesco Active U.S. Real Estate Fund 2.9 35 0 6.9 -0.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.9 6 29 2.3 -4.9
JPRE JPMorgan Realty Income ETF 2.9 50 -15 6.7 -0.5
NETL NETLease Corporate Real Estate ETF 2.8 60 -25 9.2 +2.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.8 60 -25 8.5 +1.2
PRAY FIS Biblically Responsible Risk Managed ETF 2.8 68 -33 6.8 -0.4
SKYY First Trust Cloud Computing ETF 2.8 60 -25 3.8 -3.4
AIQ Global X Future Analytics Tech ETF 2.8 68 -33 5.0 -2.2
IBLC iShares Blockchain and Tech ETF 2.8 47 -12 -8.2 -15.4
EQRR ProShares Equities for Rising Rates ETF 2.8 35 0 9.0 +1.8
IYG iShares US Financial Services ETF 2.8 39 -4 7.4 +0.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.7 55 -20 6.1 -1.1
VBK Vanguard Small-Cap Growth Index Fund 2.7 7 28 1.5 -5.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.7 35 0 8.3 +1.1
TMFG Motley Fool Global Opportunities ETF 2.7 85 -50 4.0 -3.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.7 40 -5 6.5 -0.7
WGRO WisdomTree U.S. Growth & Momentum Fund 2.7 55 -20 7.3 +0.0
VRAI Virtus Real Asset Income ETF 2.6 55 -20 9.0 +1.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.6 45 -10 2.3 -4.9
IJR iShares Core S&P Small Cap ETF 2.6 6 29 8.5 +1.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.6 3 32 8.6 +1.4
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 25 8.5 +1.3
IBOT Vaneck Robotics ETF 2.6 47 -12 4.0 -3.2
KOIN Innovation Shares NextGen Protocol ETF 2.6 75 -40 6.6 -0.7
TMFX Motley Fool Next Index ETF 2.6 50 -15 3.9 -3.4
EFRA iShares Environmental Infrastructure and Industrials ETF 2.6 47 -12 6.3 -1.0
DFAT Dimensional U.S. Targeted Value ETF 2.6 28 7 9.4 +2.1
YUMY VanEck Future of Food ETF 2.6 69 -34 4.5 -2.7
SMOT VanEck Morningstar SMID Moat ETF 2.6 49 -14 7.6 +0.4
FBCG Fidelity Blue Chip Growth ETF 2.6 59 -24 2.3 -5.0
XDNA Strategic CRISPR & Gene Editing Technology ETF 2.5 78 -43 -3.6 -10.8
KCAL Subversive Food Security ETF 2.5 75 -40 8.6 +1.3
IWN iShares Russell 2000 Value ETF 2.5 24 11 7.0 -0.2
VTWV Vanguard Russell 2000 Value Index Fund 2.5 15 20 7.0 -0.2
WFH Direxion Work From Home ETF 2.5 45 -10 0.0 -7.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.5 15 20 8.5 +1.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 23 7.9 +0.6
XT iShares Exponential Technologies ETF 2.5 46 -11 3.9 -3.4
SDG iShares Sustainable MSCI Global Impact ETF 2.5 49 -14 6.7 -0.5
XLK Technology Select Sector SPDR Fund 2.5 10 25 6.0 -1.3
PDP Invesco DWA Momentum ETF 2.5 62 -27 4.7 -2.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.5 20 15 5.4 -1.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.5 61 -26 2.3 -5.0
GERM ETFMG Treatments Testing and Advancements ETF 2.4 68 -33 -6.8 -14.0
MRND IQ U.S. Mid Cap R&D Leaders ETF 2.4 16 19 3.6 -3.6
FTXR First Trust Nasdaq Transportation ETF 2.4 60 -25 6.8 -0.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.4 25 10 10.0 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.4 20 15 7.5 +0.3
XMVM Invesco S&P MidCap Value with Momentum ETF 2.4 39 -4 11.1 +3.9
IWM iShares Russell 2000 ETF 2.4 19 16 4.6 -2.7
VTWO Vanguard Russell 2000 Index Fund 2.3 10 25 4.6 -2.6
PSC Principal U.S. Small Cap Index ETF 2.3 38 -3 8.6 +1.4
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 2.3 19 16 8.5 +1.3
CHAT Roundhill Generative AI & Technology ETF 2.3 75 -40 2.3 -5.0
IYW iShares U.S. Technology ETF 2.3 39 -4 5.4 -1.9
WDNA WisdomTree BioRevolution Fund 2.3 45 -10 -4.4 -11.7
QGRW WisdomTree U.S. Quality Growth Fund 2.3 28 7 5.7 -1.6
MVPS Amplify Thematic All-Stars ETF 2.3 49 -14 2.2 -5.1
FTRI First Trust Indxx Global Natural Resources Income ETF 2.3 70 -35 8.4 +1.1
TPYP Tortoise North American Pipeline Fund 2.3 40 -5 5.5 -1.7
IWTR iShares MSCI Water Management Multisector ETF 2.3 47 -12 6.0 -1.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -40 6.4 -0.9
UFO Procure Space ETF 2.3 75 -40 2.8 -4.5
KBE SPDR S&P Bank ETF 2.2 35 0 12.9 +5.7
KRE SPDR S&P Regional Banking ETF 2.2 35 0 11.8 +4.6
KBWR Invesco KBW Regional Banking ETF 2.2 35 0 11.8 +4.6
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.2 101 -66 0.8 -6.5
XSLV Invesco S&P SmallCap Low Volatility ETF 2.2 25 10 7.2 -0.1
IGM iShares Expanded Tech Sector ETF 2.2 41 -6 5.4 -1.9
CGGO Capital Group Global Growth Equity ETF 2.2 47 -12 4.6 -2.6
XHB SPDR S&P Homebuilders ETF 2.2 35 0 11.2 +4.0
PIO Invesco Global Water ETF 2.2 75 -40 5.7 -1.6
ARKQ Ark Autonomous Tech. & Robotics ETF 2.1 75 -40 1.8 -5.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.1 60 -25 11.0 +3.8
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.1 15 20 8.5 +1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 2.1 12 23 8.6 +1.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.1 60 -25 4.6 -2.6
ARKX ARK Space Exploration & Innovation ETF 2.1 70 -35 2.1 -5.1
UPWD JPMorgan Social Advancement ETF 2.1 49 -14 5.8 -1.4
NXTG First Trust Indxx NextG ETF 2.1 70 -35 8.1 +0.9
GQRE FlexShares Global Quality Real Estate Index Fund 2.1 45 -10 7.8 +0.5
GSFP Goldman Sachs Future Planet Equity ETF 2.1 75 -40 4.3 -2.9
IAT iShares U.S. Regional Banks ETF 2.1 40 -5 12.8 +5.6
XNTK SPDR NYSE Technology ETF 2.1 35 0 4.4 -2.8
FIXT Procure Disaster Recovery Strategy ETF 2.0 75 -40 5.5 -1.8
SCHG Schwab U.S. Large-Cap Growth ETF 2.0 4 31 4.9 -2.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 25 10 6.9 -0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 15 20 7.1 -0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 20 7.0 -0.2
FTEC Fidelity MSCI Information Technology Index ETF 2.0 8 27 5.5 -1.7
QVAL Alpha Architect U.S. Quantitative Value ETF 2.0 39 -4 11.1 +3.8
SYNB Putnam BioRevolution ETF 2.0 70 -35 3.4 -3.8
MAKX ProShares S&P Kensho Smart Factories ETF 2.0 58 -23 3.8 -3.4
VGT Vanguard Information Technology Index Fund 2.0 10 25 5.5 -1.7
PAWZ ProShares Pet Care ETF 2.0 50 -15 3.3 -3.9
JGRO JPMorgan Active Growth ETF 1.9 44 -9 4.0 -3.3
HDRO Defiance Next Gen H2 ETF 1.9 30 5 -8.1 -15.3
HYDR Global X Hydrogen ETF 1.9 50 -15 -9.7 -16.9
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.9 35 0 8.8 +1.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.9 12 23 8.5 +1.3
IVRA Invesco Real Assets ESG ETF 1.9 59 -24 7.6 +0.4
PWB Invesco Dynamic Large Cap Growth ETF 1.9 56 -21 3.8 -3.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.9 85 -50 0.2 -7.1
BULD Pacer BlueStar Engineering the Future ETF 1.9 60 -25 -0.3 -7.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 -20 4.2 -3.1
IXN iShares Global Tech ETF 1.8 41 -6 5.5 -1.8
WDIV SPDR Global Dividend ETF 1.8 40 -5 10.9 +3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 15 20 10.0 +2.7
IJS iShares S&P Small-cap 600 Value ETF 1.8 18 17 10.1 +2.8
ICLN iShares Global Clean Energy ETF 1.8 40 -5 4.0 -3.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.8 15 20 10.1 +2.9
GFGF Guru Favorite Stocks ETF 1.8 65 -30 6.4 -0.8
DES WisdomTree U.S. SmallCap Dividend Fund 1.8 38 -3 9.8 +2.6
SSLY Syntax Stratified SmallCap ETF 1.8 40 -5 8.1 +0.8
IBUY Amplify Online Retail ETF 1.8 65 -30 0.7 -6.5
GBUY Goldman Sachs Future Consumer Equity ETF 1.8 75 -40 3.2 -4.1
PPTY PPTY-U.S. Diversified Real Estate ETF 1.8 53 -18 7.2 -0.0
PRNT The 3D Printing ETF 1.8 66 -31 -3.2 -10.4
CSML IQ Chaikin U.S. Small Cap ETF 1.7 35 0 6.8 -0.4
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 9.6 +2.4
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -46 3.2 -4.1
IWO iShares Russell 2000 Growth ETF 1.7 24 11 1.8 -5.5
VTWG Vanguard Russell 2000 Growth Index Fund 1.7 15 20 1.7 -5.5
ITB iShares U.S. Home Construction ETF 1.7 40 -5 13.3 +6.0
DSMC Distillate Small/Mid Cash Flow ETF 1.7 55 -20 12.3 +5.1
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.6 68 -33 0.6 -6.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -30 2.4 -4.8
BUYZ Franklin Disruptive Commerce ETF 1.6 50 -15 2.1 -5.1
SRHQ SRH U.S. Quality ETF 1.6 35 0 9.0 +1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.6 58 -23 5.0 -2.3
SMOG VanEck Low Carbon Energy ETF 1.6 61 -26 3.0 -4.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.6 96 -61 5.7 -1.6
CVY Invesco Zacks Multi-Asset Income ETF 1.6 100 -65 11.9 +4.6
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -50 4.3 -3.0
RYJ Invesco Raymond James SB-1 Equity ETF 1.5 81 -46 4.2 -3.0
MILN Global X Millennial Consumer ETF 1.5 50 -15 2.6 -4.7
SQEW LeaderShares Equity Skew ETF 1.5 75 -40 5.8 -1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -4 11.8 +4.5
GRZZ Grizzle Growth ETF 1.5 75 -40 6.6 -0.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.5 61 -26 5.8 -1.4
IHE iShares U.S. Pharmaceuticals ETF 1.5 40 -5 8.1 +0.8
XPH SPDR S&P Pharmaceuticals ETF 1.5 35 0 6.7 -0.5
CUT Invesco MSCI Global Timber ETF 1.5 61 -26 9.1 +1.9
FDG American Century Focused Dynamic Growth ETF 1.5 45 -10 3.1 -4.2
RNSC Small Cap US Equity Select ETF 1.4 60 -25 8.9 +1.7
PFI Invesco DWA Financial Momentum ETF 1.4 60 -25 5.1 -2.1
EATZ AdvisorShares Restaurant ETF 1.4 99 -64 1.9 -5.3
IYT iShares Transportation Average ETF 1.4 39 -4 2.7 -4.5
XTN SPDR S&P Transportation ETF 1.4 35 0 3.0 -4.3
SUPL ProShares Supply Chain Logistics ETF 1.4 58 -23 13.8 +6.5
FPAG FPA Global Equity ETF 1.3 49 -14 6.1 -1.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.3 78 -43 10.1 +2.8
XBI SPDR S&P BIOTECH ETF 1.3 35 0 -1.6 -8.9
EVX VanEck Environmental Services ETF 1.3 55 -20 3.7 -3.6
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 1.3 38 -3 11.0 +3.8
SHPP Pacer Industrials and Logistics ETF 1.3 60 -25 9.9 +2.7
JETS US Global Jets ETF 1.3 60 -25 -12.0 -19.2
CGGR Capital Group Growth ETF 1.3 39 -4 4.0 -3.3
GENY Principal Millennials Index ETF 1.3 38 -3 7.4 +0.2
ROBO Robo Global Robotics & Automation Index ETF 1.2 95 -60 3.5 -3.7
CIRC JPMorgan Sustainable Consumption ETF 1.2 49 -14 5.8 -1.4
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 1.2 75 -40 6.7 -0.5
SOLR SmartETFs Sustainable Energy II Fund 1.2 79 -44 4.3 -2.9
TEMP JPMorgan Climate Change Solutions ETF 1.2 49 -14 4.8 -2.5
FAN First Trust Global Wind Energy ETF 1.2 60 -25 5.1 -2.2
VEGI iShares MSCI Global Agriculture Producers ETF 1.2 39 -4 8.5 +1.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.2 85 -50 5.8 -1.5
MOO VanEck Agribusiness ETF 1.2 53 -18 8.9 +1.7
KROP Global X AgTech & Food Innovation ETF 1.2 50 -15 -1.8 -9.0
HJEN Direxion Hydrogen ETF 1.2 45 -10 -2.2 -9.4
LOUP Innovator Loup Frontier Tech ETF 1.2 70 -35 2.6 -4.6
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.2 60 -25 10.8 +3.6
NVQ QRAFT AI-Enhanced US Next Value ETF 1.2 75 -40 10.9 +3.7
FTXO First Trust Nasdaq Bank ETF 1.2 60 -25 12.2 +4.9
LETB AdvisorShares Let Bob AI Powered Momentum ETF 1.2 107 -72 5.0 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 -4 4.8 -2.5
FOVL iShares Focused Value Factor ETF 1.1 25 10 11.6 +4.4
XME SPDR S&P Metals & Mining ETF 1.1 35 0 8.6 +1.3
RNEW VanEck Green Infrastructure ETF 1.1 45 -10 0.0 -7.2
QQQN VictoryShares Nasdaq Next 50 ETF 1.1 18 17 6.9 -0.4
RESI Kelly Residential & Apartment Real Estate ETF 1.1 68 -33 5.1 -2.1
HAUS Residential REIT Income ETF 1.1 60 -25 6.7 -0.6
NURE Nuveen Short-Term REIT ETF 1.1 35 0 6.1 -1.1
ROOF IQ US Real Estate Small Cap ETF 1.1 60 -25 7.5 +0.3
REZ iShares Residential Real Estate Capped ETF 1.1 48 -13 6.4 -0.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.1 85 -50 6.4 -0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 5 9.5 +2.2
XSW SPDR S&P Software & Services ETF 1.0 35 0 2.4 -4.8
ZIG The Acquirers Fund 1.0 84 -49 19.0 +11.7
AFSM First Trust Active Factor Small Cap ETF 1.0 77 -42 9.8 +2.6
CARZ First Trust NASDAQ Global Auto Index Fund 1.0 70 -35 5.6 -1.7
XHS SPDR S&P Health Care Services ETF 1.0 35 0 7.5 +0.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -26 8.4 +1.1
DFNL Davis Select Financial ETF 1.0 63 -28 8.7 +1.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 5 11.6 +4.4
BLLD JPMorgan Sustainable Infrastructure ETF 1.0 49 -14 6.8 -0.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 -38 11.9 +4.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.0 45 -10 0.9 -6.3
PRVT Private Real Estate Strategy via Liquid REITs ETF 1.0 59 -24 6.6 -0.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -10 2.1 -5.2
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.0 60 -25 4.3 -2.9
RFV Invesco S&P Midcap 400 Pure Value ETF 1.0 35 0 11.1 +3.9
VIDI Vident International Equity Fund 1.0 61 -26 12.7 +5.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 26 5.2 -2.1
INNO Harbor Disruptive Innovation ETF 1.0 75 -40 -3.5 -10.7
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 10 5.4 -1.9
XDAT Franklin Exponential Data ETF 0.9 50 -15 4.0 -3.3
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.9 35 0 3.0 -4.2
PSCU Invesco S&P SmallCap Utilities ETF 0.9 29 6 8.5 +1.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.9 35 0 9.5 +2.2
TOLL Tema Monopolies and Oligopolies ETF 0.9 75 -40 4.0 -3.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 -4 10.0 +2.8
JRNY ALPS Global Travel Beneficiaries ETF 0.9 65 -30 0.8 -6.4
OCEN IQ Clean Oceans ETF 0.9 45 -10 7.1 -0.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -60 2.5 -4.8
BMED BlackRock Future Health ETF 0.8 85 -50 2.1 -5.2
IQM Franklin Intelligent Machines ETF 0.8 50 -15 3.8 -3.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.8 30 5 11.3 +4.1
ISHP First Trust S-Network E-Commerce ETF 0.8 60 -25 4.1 -3.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 -25 11.3 +4.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 0 8.4 +1.1
XSD SPDR S&P Semiconductor ETF 0.7 35 0 6.9 -0.3
KNCT Invesco Next Gen Connectivity ETF 0.7 40 -5 7.0 -0.3
FXL First Trust Technology AlphaDEX Fund 0.7 61 -26 5.5 -1.8
SHOC Strive U.S. Semiconductor ETF 0.7 40 -5 6.6 -0.6
PSI Invesco Dynamic Semiconductors ETF 0.7 56 -21 6.6 -0.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 0.7 57 -22 5.3 -2.0
SOXQ Invesco PHLX Semiconductor ETF 0.7 19 16 6.8 -0.4
XPND First Trust Expanded Technology ETF 0.7 65 -30 5.4 -1.8
ARVR First Trust Indxx Metaverse ETF 0.7 70 -35 4.5 -2.7
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.7 47 -12 -1.8 -9.0
SMH VanEck Semiconductor ETF 0.7 35 0 6.0 -1.2
SOXX iShares PHLX Semiconductor ETF 0.7 35 0 6.9 -0.4
IGPT Invesco AI and Next Gen Software ETF 0.7 50 -15 5.1 -2.2
FTXL First Trust Nasdaq Semiconductor ETF 0.7 60 -25 7.5 +0.2
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 10 10.6 +3.3
PID Invesco International Dividend Achievers ETF 0.7 56 -21 8.2 +1.0
SVAL iShares US Small Cap Value Factor ETF 0.7 20 15 11.7 +4.5
TECB iShares US Tech Breakthrough Multisector ETF 0.7 40 -5 4.9 -2.3
SMCP AlphaMark Actively Managed Small Cap ETF 0.7 90 -55 0.0 -7.2
PSCI Invesco S&P SmallCap Industrials ETF 0.7 29 6 7.7 +0.5
BFIT Global X Health & Wellness ETF 0.7 50 -15 6.1 -1.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.7 60 -25 7.8 +0.6
DWAS Invesco DWA SmallCap Momentum ETF 0.6 60 -25 1.4 -5.8
GRNR Global X Green Building ETF 0.6 45 -10 7.4 +0.2
ECML Euclidean Fundamental Value ETF 0.6 95 -60 16.0 +8.8
SLX VanEck Steel ETF 0.6 56 -21 23.9 +16.7
PICK iShares MSCI Global Metals & Mining Producers ETF 0.6 39 -4 12.4 +5.1
SIXS 6 Meridian Small Cap Equity ETF 0.6 89 -54 8.6 +1.4
SEA U.S. Global Sea to Sky Cargo ETF 0.6 60 -25 30.8 +23.6
EES WisdomTree SmallCap Earnings Fund 0.6 38 -3 12.5 +5.2
OAIE Optimize AI Smart Sentiment Event-Driven ETF 0.6 103 -68 3.8 -3.4
GGRW Gabelli Growth Innovators ETF 0.6 90 -55 3.2 -4.0
METV Roundhill Ball Metaverse ETF 0.6 59 -24 4.5 -2.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -24 8.3 +1.0
XSHQ Invesco S&P SmallCap Quality ETF 0.5 30 5 10.5 +3.3
SGDM Sprott Gold Miners ETF 0.5 50 -15 6.3 -1.0
GDX VanEck Gold Miners ETF 0.5 51 -16 5.4 -1.8
GOAU U.S. Global GO GOLD & Precious Metal Miners ETF 0.5 60 -25 7.4 +0.2
FPRO Fidelity Real Estate Investment ETF 0.5 59 -24 6.0 -1.2
JRE Janus Henderson U.S. Real Estate ETF 0.5 65 -30 5.4 -1.8
BLDG Cambria Global Real Estate ETF 0.5 59 -24 9.1 +1.8
RIET Hoya Capital High Dividend Yield ETF 0.5 50 -15 11.9 +4.7
AMID Argent Mid Cap ETF 0.5 52 -17 8.8 +1.6
DTEC ALPS Disruptive Technologies ETF 0.4 50 -15 4.4 -2.9
GVIP Goldman Sachs Hedge Industry VIP ETF 0.4 45 -10 4.5 -2.8
PSCM Invesco S&P SmallCap Materials ETF 0.4 29 6 8.1 +0.8
ROSC Hartford Multifactor Small Cap ETF 0.4 34 1 11.3 +4.1
GRPM Invesco S&P MidCap 400 GARP ETF 0.4 35 0 11.8 +4.6
FCG First Trust Natural Gas ETF 0.4 60 -25 9.2 +2.0
PXE Invesco Dynamic Energy Exploration & Production ETF 0.4 63 -28 11.9 +4.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -40 3.9 -3.4
FFTY Innovator IBD 50 ETF 0.4 80 -45 2.9 -4.4
PSCT Invesco S&P SmallCap Information Technology ETF 0.3 29 6 6.6 -0.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 56 -21 4.2 -3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -36 2.0 -5.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -4 8.4 +1.2
IGV iShares Expanded Tech-Software ETF 0.3 41 -6 4.0 -3.3
CLOU Global X Cloud Computing ETF 0.3 68 -33 2.1 -5.2
DMAT Global X Disruptive Materials ETF 0.3 59 -24 9.9 +2.6
ION ProShares S&P Global Core Battery Metals ETF 0.3 58 -23 8.4 +1.2
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -33 4.5 -2.7
ZSB USCF Sustainable Battery Metals Strategy Fund 0.3 59 -24 4.5 -2.7
LIT Global X Lithium & Battery Tech ETF 0.3 75 -40 4.9 -2.4
SETM Sprott Energy Transition Materials ETF 0.3 65 -30 3.9 -3.4
ACES ALPS Clean Energy ETF 0.3 55 -20 -3.1 -10.4
PBW Invesco WilderHill Clean Energy ETF 0.3 61 -26 -9.4 -16.6
LITP Sprott Lithium Miners ETF 0.3 65 -30 8.4 +1.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 -4 -1.2 -8.4
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -24 2.7 -4.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.3 58 -23 -0.6 -7.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 72 -37 2.9 -4.4
TRFM AAM Transformers ETF 0.3 49 -14 1.6 -5.6
GMET VanEck Green Metals ETF 0.3 63 -28 11.0 +3.8
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.3 85 -50 8.3 +1.0
GK AdvisorShares Gerber Kawasaki ETF 0.3 81 -46 5.2 -2.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 39 -4 12.1 +4.8
CBSE Changebridge Capital Sustainable Equity ETF 0.2 85 -50 2.1 -5.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 0 13.5 +6.2
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.2 85 -50 0.9 -6.3
SQLV Legg Mason Small-Cap Quality Value 0.2 60 -25 10.4 +3.2
PSCF Invesco S&P SmallCap Financials ETF 0.2 29 6 11.5 +4.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.1 8 27 6.4 -0.8
EDUT Global X Education ETF 0.1 50 -15 2.4 -4.8
VOX Vanguard Telecommunication Services Index Fund 0.1 10 25 5.5 -1.7
FPX First Trust US IPO Index Fund 0.1 61 -26 0.6 -6.7
IPO Renaissance IPO ETF 0.1 60 -25 -7.1 -14.3
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.1 29 6 5.9 -1.3
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -45 17.9 +10.6
BFTR Future Innovators ETF 0.1 80 -45 2.4 -4.8
GDOC Goldman Sachs Future Health Care Equity ETF 0.1 75 -40 1.8 -5.4
SANE Subversive Mental Health ETF 0.1 75 -40 3.0 -4.2

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
SPDR S&P Dividend ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 18.1 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 7.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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