SPDR S&P Dividend ETF
ALTAR
Score™
6.3% info Recommen-
dation
NEUTRAL
2022E    2023E
P/E
ratio
15.6x P/Sales
ratio
1.3x
P/BV
ratio
2.4x Div.
yield
2.9%


  • 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) $21,156
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 119
Wgt avg mkt cap (mns) $70,726
Large cap (>$10bn) 66.1%
Mid cap ($2-10bn) 33.6%
Small cap (<$2bn) 0.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LEGGETT & PLATT INC 2.0 %
INTL BUSINESS MACHINES CORP 2.0 %
AMCOR PLC 1.9 %
EXXON MOBIL CORP 1.8 %
NATIONAL RETAIL PROPERTIES 1.8 %
WALGREENS BOOTS ALLIANCE INC 1.7 %
UGI CORP 1.6 %
3M CO 1.6 %
FRANKLIN RESOURCES INC 1.6 %
REALTY INCOME CORP 1.6 %
Total 17.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.8 %
BRITAIN 3.1 %
IRELAND 0.9 %
SWITZERLAND 0.6 %
BERMUDA 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.4% 3.8% 10.5% 12.3% 9.2%

Market Correlations
versus... Beta R-squared
S&P500 0.88 83%
MSCI EAFE 0.91 86%
MSCI Emg. Mkts. 0.71 62%

Technical Indicators
Recent close $124.74
30d moving avg. $127.37
Annualized volatility 17.9%
Short interest (ETF) 0.1%
Short interest (Underlying) 2.2%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 577
Turnover 0.3%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $27,778

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 951 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™: 6.3%


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
(%)
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 55.8 75 -40 5.5 -0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 55.7 35 0 5.9 -0.4
TMDV ProShares Russell US Dividend Growers ETF 48.0 36 -1 5.9 -0.4
VSDA VictoryShares Dividend Accelerator ETF 37.8 35 0 6.3 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 29.4 53 -18 7.9 +1.6
SPLV Invesco S&P 500 Low Volatility ETF 28.2 25 10 5.6 -0.7
ALTL Pacer Lunt Large Cap Alternator ETF 28.1 60 -25 5.2 -1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 28.0 41 -6 6.3 +0.0
PFM Invesco Dividend Achievers ETF 27.5 53 -18 6.1 -0.2
FVD First Trust Value Line Dividend Index Fund 24.6 70 -35 5.9 -0.4
KLCD KFA Large Cap Quality Dividend Index ETF 24.0 42 -7 6.2 -0.1
VYM Vanguard High Dividend Yield Index ETF 23.9 6 29 7.6 +1.3
VIG Vanguard Dividend Appreciation Index Fund 23.8 6 29 6.3 0.0
RBUS Nationwide Risk-Based U.S. Equity ETF 23.6 30 5 6.0 -0.3
LGLV SPDR Russell 1000 Low Volatility ETF 23.4 12 23 5.5 -0.8
DEF Invesco Defensive Equity ETF 22.8 53 -18 6.0 -0.3
SCHV Schwab U.S. Large-Cap Value ETF 22.7 4 31 7.1 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 22.3 35 0 7.6 +1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 22.2 25 10 6.1 -0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 21.9 35 0 7.6 +1.3
IVE iShares S&P 500 Value ETF 21.9 18 17 6.6 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 21.9 4 31 6.7 +0.4
VOOV Vanguard S&P 500 Value ETF 21.8 10 25 6.6 +0.4
FLLV Franklin Liberty U.S. Low Volatility ETF 21.8 29 6 5.9 -0.4
IUSV iShares Core S&P U.S. Value ETF 21.7 4 31 6.8 +0.5
KVLE KFA Value Liner Dynamic Core Equity Index ETF 21.5 56 -21 6.9 +0.6
ILCV iShares Morningstar Value ETF 21.5 4 31 7.1 +0.8
DGRO iShares Core Dividend Growth ETF 21.5 8 27 7.3 +1.0
DTD WisdomTree U.S.Total Dividend Fund 20.9 28 7 6.9 +0.6
JDIV JPMorgan U.S. Dividend ETF 20.9 12 23 7.7 +1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 20.9 70 -35 5.2 -1.1
RNDV US Equity Dividend Select ETF 20.7 50 -15 8.1 +1.8
EQWL Invesco Russell Top 200 Equal Weight ETF 20.7 25 10 7.0 +0.7
VTV Vanguard Value Index Fund 20.7 4 31 7.3 +1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 20.5 28 7 6.7 +0.4
MGV Vanguard Mega Cap Value ETF 20.3 7 28 7.3 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 20.1 60 -25 6.8 +0.5
TPHD Timothy Plan High Dividend Stock ETF 20.0 52 -17 6.1 -0.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 19.9 52 -17 5.9 -0.4
DVY iShares Select Dividend ETF 19.9 39 -4 8.3 +2.0
SPXT ProShares S&P 500 Ex-Technology ETF 19.7 27 8 6.0 -0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 19.4 30 5 7.5 +1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 19.2 75 -40 6.0 -0.3
LVOL American Century Low Volatility ETF 19.1 29 6 5.4 -0.9
GBLO Global Beta Low Beta ETF 18.6 29 6 7.4 +1.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 18.5 35 0 6.5 +0.2
OUSA O'Shares FTSE US Quality Dividend ETF 18.4 48 -13 6.9 +0.6
PSET Principal Price Setters Index ETF 18.4 15 20 6.7 +0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 18.4 15 20 6.0 -0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 18.4 60 -25 6.0 -0.3
NUDV Nuveen ESG Dividend ETF 18.3 25 10 7.2 +0.9
DIVB iShares U.S. Dividend & Buyback ETF 18.3 25 10 7.3 +1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 18.1 18 17 6.0 -0.3
ESGU iShares MSCI USA ESG Optimized ETF 18.1 15 20 5.8 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 18.0 39 -4 7.2 +0.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 18.0 25 10 7.1 +0.8
JMIN JPMorgan U.S. Minimum Volatility ETF 17.8 12 23 5.9 -0.4
FDLO Fidelity Low Volatility Factor ETF 17.8 29 6 5.5 -0.8
ROUS Hartford Multifactor US Equity ETF 17.8 19 16 7.3 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17.8 30 5 7.0 +0.7
RWL Invesco S&P 500 Revenue ETF 17.7 39 -4 6.7 +0.4
MXDU Nationwide Maximum Diversification US Core Equity ETF 17.6 34 1 5.7 -0.6
IUS Invesco Strategic US ETF 17.6 19 16 6.8 +0.5
IWD iShares Russell 1000 Value ETF 17.6 19 16 6.9 +0.6
SPYD SPDR S&P 500 High Dividend ETF 17.5 7 28 7.9 +1.6
JEPI JPMorgan Equity Premium Income ETF 17.5 35 0 5.5 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 17.5 12 23 6.6 +0.3
VONV Vanguard Russell 1000 Value Index Fund 17.5 8 27 7.1 +0.8
SSPY Syntax Stratified LargeCap ETF 17.5 30 5 6.4 +0.1
GBDV Global Beta Smart Income ETF 17.4 29 6 8.7 +2.4
FNDB Schwab Fundamental U.S. Broad Market Index ETF 17.4 25 10 7.0 +0.7
FDRR Fidelity Dividend ETF for Rising Rates 17.2 29 6 7.6 +1.3
LSLT Salt Low truBeta US Market ETF 17.2 60 -25 0.0 -6.3
ONEY SPDR Russell 1000 Yield Focus ETF 17.2 20 15 8.4 +2.1
QDIV Global X S&P 500 Quality Dividend ETF 17.0 20 15 8.0 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 16.9 27 8 5.6 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 16.9 49 -14 5.9 -0.4
EQUL IQ Engender Equality ETF 16.8 45 -10 7.4 +1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 16.7 11 24 6.3 -0.0
KRMA Global X Conscious Companies ETF 16.7 43 -8 6.2 -0.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 16.6 28 7 6.8 +0.5
NULV Nuveen ESG Large-Cap Value ETF 16.6 25 10 7.1 +0.8
IWX iShares Russell Top 200 Value ETF 16.6 20 15 7.0 +0.8
XVOL Acruence Active Hedge U.S. Equity ETF 16.5 83 -48 5.2 -1.1
MGC Vanguard Mega Cap Index Fund 16.5 7 28 5.9 -0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 16.5 14 21 5.9 -0.4
VALQ American Century STOXX U.S. Quality Value ETF 16.4 29 6 8.9 +2.6
XYLG Global X S&P 500 Covered Call & Growth ETF 16.4 60 -25 5.4 -0.9
IVV iShares Core S&P 500 ETF 16.4 3 32 6.0 -0.3
PBP Invesco S&P 500 BuyWrite ETF 16.4 49 -14 5.5 -0.8
SPY SPDR S&P 500 ETF Trust 16.4 9 26 5.9 -0.4
SPLG SPDR Portfolio S&P 500 ETF 16.4 3 32 6.0 -0.3
VOO VANGUARD S&P 500 ETF 16.4 3 32 6.0 -0.3
XMLV Invesco S&P MidCap Low Volatility ETF 16.3 25 10 6.3 -0.0
CCOR Core Alternative ETF 16.3 109 -74 5.2 -1.1
OEF iShares S&P 100 ETF 16.2 20 15 5.8 -0.5
DSI iShares MSCI KLD 400 Social ETF 16.1 25 10 5.9 -0.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 16.1 88 -53 5.8 -0.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 16.0 12 23 5.5 -0.8
XTR Global X S&P 500 Tail Risk ETF 16.0 60 -25 5.6 -0.7
USMV iShares Edge MSCI Min Vol USA ETF 16.0 15 20 5.8 -0.5
TPLC Timothy Plan US Large Cap Core ETF 16.0 52 -17 5.9 -0.4
VOTE Engine No. 1 Transform 500 ETF 16.0 5 30 5.9 -0.4
SDOG ALPS Sector Dividend Dogs ETF 16.0 40 -5 8.7 +2.4
IWL iShares Russell Top 200 ETF 16.0 15 20 5.8 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 15.9 7 28 5.9 -0.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 15.9 25 10 6.5 +0.2
PBUS Invesco PureBeta MSCI USA ETF 15.9 4 31 5.9 -0.4
SPTM SPDR Portfolio Total Stock Market ETF 15.9 3 32 6.1 -0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 15.9 0 35 5.9 -0.4
QUS SPDR MSCI USA StrategicFactors ETF 15.9 15 20 6.4 +0.1
VV Vanguard Large-Cap Index Fund 15.8 4 31 5.8 -0.5
SCHX Schwab U.S. Large-Cap ETF 15.8 3 32 5.9 -0.4
ACVF American Conservative Values ETF 15.8 75 -40 5.2 -1.1
XRMI Global X S&P 500 Risk Managed Income ETF 15.8 60 -25 5.4 -0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 15.7 2 33 5.9 -0.4
VLU SPDR S&P 1500 Value Tilt ETF 15.7 12 23 7.8 +1.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 15.7 20 15 7.1 +0.8
SUSA iShares MSCI USA ESG Select ETF 15.7 25 10 5.8 -0.5
JHML John Hancock Multifactor Large Cap ETF 15.7 29 6 6.2 -0.1
EFIV SPDR S&P 500 ESG ETF 15.7 10 25 5.9 -0.4
DFAU Dimensional US Core Equity Market ETF 15.7 12 23 6.2 -0.1
DFUS Dimensional U.S. Equity ETF 15.7 11 24 5.9 -0.4
XCLR Global X S&P 500 Collar 95-110 ETF 15.7 60 -25 5.4 -0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 15.7 20 15 7.2 +0.9
JAVA JPMorgan Active Value ETF 15.7 44 -9 6.6 +0.3
ILCB iShares Morningstar U.S. Equity ETF 15.7 3 32 5.9 -0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 15.6 65 -30 3.9 -2.4
ESG FlexShares STOXX US ESG Impact Index Fund 15.6 32 3 5.8 -0.5
DUHP Dimensional US High Profitability ETF 15.6 22 13 7.7 +1.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 15.5 80 -45 6.5 +0.2
SCHK Schwab 1000 Index ETF 15.5 5 30 5.9 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.5 15 20 6.1 -0.2
IYY iShares Dow Jones U.S. ETF 15.4 20 15 5.7 -0.6
MAGA Point Bridge GOP Stock Tracker ETF 15.4 72 -37 5.5 -0.8
ESGS Columbia Sustainable U.S. Equity Income ETF 15.4 35 0 8.7 +2.4
DURA VanEck Morningstar Durable Dividend ETF 15.4 29 6 7.2 +0.9
RNLC Large Cap US Equity Select ETF 15.4 60 -25 6.8 +0.5
HDV iShares Core High Dividend ETF 15.3 8 27 7.3 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 15.3 9 26 6.3 +0.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 15.3 49 -14 5.2 -1.1
RSP Invesco S&P 500 Equal Weight ETF 15.3 20 15 6.2 -0.1
VONE Vanguard Russell 1000 ETF 15.3 8 27 5.9 -0.4
IWB iShares Russell 1000 ETF 15.3 15 20 5.9 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 15.2 18 17 7.4 +1.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 15.1 30 5 7.1 +0.8
FQAL Fidelity Quality Factor ETF 15.1 29 6 6.7 +0.4
IQSU IQ Candriam ESG US Equity ETF 15.0 9 26 5.9 -0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 15.0 27 8 5.6 -0.7
SNPE Xtrackers S&P 500 ESG ETF 14.9 10 25 5.9 -0.4
SCHB Schwab U.S. Broad Market ETF 14.9 3 32 5.8 -0.5
VTI Vanguard Total Stock Market Index Fund 14.9 3 32 5.5 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 14.9 3 32 5.6 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 14.8 20 15 5.9 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 14.8 39 -4 9.1 +2.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 14.8 60 -25 8.8 +2.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.7 20 15 5.9 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 14.7 30 5 6.8 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 14.7 10 25 5.9 -0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 14.7 10 25 6.0 -0.3
IWV iShares Russell 3000 ETF 14.7 20 15 5.5 -0.8
SPXE ProShares S&P 500 Ex-Energy ETF 14.6 27 8 5.9 -0.4
LVHD Legg Mason Low Volatility High Dividend ETF 14.6 27 8 7.3 +1.0
PZLD Puzzle Divdend Leaders 14.6 10 25 7.0 +0.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 14.6 20 15 6.5 +0.2
VTHR Vanguard Russell 3000 Index Fund 14.6 10 25 5.6 -0.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 14.6 29 6 7.7 +1.4
RAFE PIMCO RAFI ESG U.S. ETF 14.6 30 5 8.2 +1.9
GSPY Gotham Enhanced 500 ETF 14.5 50 -15 6.2 -0.1
SIXA 6 Meridian Mega Cap Equity ETF 14.5 86 -51 7.3 +1.0
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 14.5 87 -52 7.0 +0.7
EPS WisdomTree U.S. Earnings 500 Fund 14.4 8 27 7.4 +1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 14.4 38 -3 6.6 +0.4
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 14.3 40 -5 5.6 -0.7
QLV FlexShares US Quality Low Volatility Index Fund 14.3 22 13 5.5 -0.8
CATH Global X S&P 500 Catholic Values Custom ETF 14.3 29 6 5.7 -0.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 14.3 15 20 5.8 -0.5
RESP WisdomTree US ESG Fund of Benef Interest 14.3 28 7 7.2 +1.0
FLV American Century Focused Large Cap Value ETF 14.2 42 -7 6.8 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 14.2 38 -3 8.4 +2.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 14.2 17 18 7.6 +1.3
SFY SoFi Select 500 ETF 14.1 0 35 5.9 -0.4
JVAL JPMorgan U.S. Value Factor ETF 14.1 12 23 8.8 +2.5
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 14.1 35 0 7.0 +0.7
FDVV Fidelity Core Dividend ETF 14.1 29 6 7.2 +0.9
FTA First Trust Large Cap Value AlphaDEX Fund 14.1 60 -25 9.4 +3.1
AVUS Avantis U.S. Equity ETF 14.1 15 20 6.8 +0.5
AFLG First Trust Active Factor Large Cap ETF 14.1 55 -20 7.0 +0.7
JHMS John Hancock Multifactor Consumer Staples ETF 14.0 40 -5 5.3 -1.0
HEET Hartford Schroders ESG US Equity ETF 14.0 39 -4 6.6 +0.3
VSLU Applied Finance Valuation Large Cap ETF 13.8 49 -14 7.2 +0.9
SIZE iShares MSCI USA Size Factor ETF 13.8 15 20 6.2 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 13.7 59 -24 7.5 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 13.7 9 26 6.0 -0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 13.7 37 -2 6.7 +0.5
UVDV UVA Dividend Value ETF 13.6 80 -45 6.7 +0.4
QDF FlexShares Quality Dividend Index Fund 13.5 37 -2 7.1 +0.8
FTCS First Trust Capital Strength ETF 13.5 56 -21 6.5 +0.2
ACIO Aptus Collared Income Opportunity ETF 13.5 79 -44 5.2 -1.1
FSTA Fidelity MSCI Consumer Staples Index ETF 13.5 8 27 5.2 -1.1
FLQL Franklin LibertyQ U.S. Equity ETF 13.4 15 20 7.0 +0.8
RECS Columbia Research Enhanced Core ETF 13.4 15 20 7.0 +0.7
HLAL Wahed FTSE USA Shariah ETF 13.4 50 -15 5.3 -1.0
VDC Vanguard Consumer Staples Index Fund 13.4 10 25 5.2 -1.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 13.4 25 10 6.3 +0.0
HKND Humankind US Stock ETF 13.3 11 24 6.8 +0.5
XLP Consumer Staples Select Sector SPDR Fund 13.3 10 25 5.1 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.3 9 26 5.7 -0.6
DFAC Dimensional U.S. Core Equity 2 ETF 13.3 19 16 6.6 +0.3
TTAC TrimTabs US Free Cash Flow Quality ETF 13.2 59 -24 6.7 +0.4
SCHD Schwab U.S. Dividend Equity ETF 13.2 6 29 8.5 +2.2
XVV iShares ESG Screened S&P 500 ETF 13.2 8 27 6.0 -0.3
JHMI John Hancock Multifactor Industrials ETF 13.2 40 -5 6.8 +0.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.0 49 -14 6.5 +0.2
IYK iShares U.S. Consumer Goods ETF 12.9 43 -8 5.2 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 12.9 20 15 5.7 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 12.9 29 6 8.9 +2.6
VFMV Vanguard U.S. Minimum Volatility ETF 12.9 13 22 5.9 -0.4
DHS WisdomTree U.S. High Dividend Fund 12.8 38 -3 7.6 +1.3
AUSF Global X Adaptive U.S. Factor ETF 12.8 27 8 7.4 +1.1
MBOX Freedom Day Dividend ETF 12.8 39 -4 7.8 +1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 12.7 41 -6 6.5 +0.2
USMF WisdomTree U.S. Multifactor Fund 12.7 28 7 8.5 +2.2
IOO iShares Global 100 ETF 12.5 40 -5 5.8 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 12.5 10 25 5.6 -0.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 12.3 37 -2 7.6 +1.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 12.3 17 18 6.2 -0.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 12.3 7 28 8.6 +2.3
EDOW First Trust Dow 30 Equal Weight ETF 12.3 50 -15 6.8 +0.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 12.2 64 -29 8.5 +2.2
NULC Nuveen ESG Large-Cap ETF 12.2 20 15 5.9 -0.4
IYJ iShares U.S. Industrials ETF 12.2 42 -7 6.1 -0.2
TOK iShares MSCI Kokusai ETF 12.2 25 10 5.9 -0.4
REVS Columbia Research Enhanced Value ETF 12.1 19 16 8.2 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 12.1 9 26 6.0 -0.3
USXF iShares ESG Advanced MSCI USA ETF 12.1 10 25 5.9 -0.4
IMCV iShares Morningstar Mid-Cap Value ETF 12.1 6 29 7.2 +0.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 12.1 75 -40 6.9 +0.6
VDNI V-Shares US Leadership Diversity ETF 12.1 29 6 6.2 -0.1
JOET Virtus Terranova US Quality Momentum ETF 12.0 29 6 6.4 +0.1
XLG Invesco S&P 500 Top 50 ETF 11.9 20 15 5.4 -0.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 11.9 65 -30 6.4 +0.1
IECS iShares Evolved U.S. Consumer Staples ETF 11.9 18 17 5.3 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 11.7 10 25 5.7 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 11.7 30 5 6.2 -0.1
VIS Vanguard Industrials Index Fund 11.6 10 25 5.7 -0.6
QUAL iShares MSCI Usa Quality Factor ETF 11.6 15 20 6.1 -0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.6 19 16 6.6 +0.3
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 11.6 48 -13 7.5 +1.3
DJIA Global X Dow 30 Covered Call ETF 11.5 60 -25 6.0 -0.3
DIA SPDR Dow Jones Industrial Average ETF Trust 11.5 16 19 6.6 +0.3
FIDU Fidelity MSCI Industrials Index ETF 11.5 8 27 6.1 -0.2
VFQY Vanguard U.S. Quality Factor ETF 11.5 13 22 8.0 +1.7
ESGV Vanguard ESG U.S. Stock ETF 11.5 9 26 6.0 -0.3
NUMV Nuveen ESG Mid-Cap Value ETF 11.5 30 5 8.1 +1.8
RFFC RiverFront Dynamic US Flex-Cap ETF 11.5 52 -17 5.6 -0.7
URTH iShares MSCI World ETF 11.4 24 11 5.9 -0.4
RGI Invesco S&P 500 Equal Weight Industrials ETF 11.4 40 -5 4.3 -2.0
AVDG AVDR US LargeCap ESG ETF 11.3 60 -25 5.6 -0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 11.3 20 15 8.0 +1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 11.3 45 -10 8.4 +2.1
YPS Arrow Reverse Cap 500 ETF 11.3 29 6 6.1 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 11.2 4 31 6.1 -0.2
MOTE VanEck Morningstar ESG Moat ETF 11.2 49 -14 6.0 -0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 11.1 75 -40 5.6 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.1 10 25 5.6 -0.7
KXI iShares Global Consumer Staples ETF 11.1 43 -8 4.8 -1.5
SPMO Invesco S&P 500 Momentum ETF 11.0 13 22 5.7 -0.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 11.0 42 -7 5.9 -0.4
EQAL Invesco Russell 1000 Equal Weight ETF 11.0 20 15 6.2 -0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 11.0 52 -17 8.1 +1.8
DGT SPDR Global Dow ETF 11.0 50 -15 7.5 +1.2
LGBT LGBTQ + ESG100 ETF 10.9 75 -40 5.0 -1.3
IWS iShares Russell Mid-Cap Value ETF 10.9 23 12 6.7 +0.4
IMCB iShares Morningstar Mid-Cap ETF 10.9 4 31 6.0 -0.3
ADME Aptus Drawdown Managed Equity ETF 10.8 79 -44 4.8 -1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.8 35 0 7.5 +1.2
AILV Alpha Intelligent - Large Cap Value ETF 10.7 85 -50 6.1 -0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 10.6 18 17 8.2 +1.9
ICAP InfraCap Equity Income Fund ETF 10.6 80 -45 8.5 +2.2
VFLQ Vanguard U.S. Liquidity Factor ETF 10.6 13 22 1.9 -4.4
MDYV SPDR S&P 400 Mid Cap Value ETF 10.6 15 20 8.2 +1.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 10.6 15 20 8.2 +1.9
ECOZ TrueMark ESG Active Opportunities ETF 10.5 58 -23 5.0 -1.3
FVAL Fidelity Value Factor ETF 10.5 29 6 8.9 +2.6
XLI Industrial Select Sector SPDR Fund 10.5 10 25 5.8 -0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.3 9 26 6.1 -0.2
STLV iShares Factors US Value Style ETF 10.3 25 10 8.8 +2.5
VOE Vanguard Mid-Cap Value Index Fund 10.2 7 28 6.9 +0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 10.2 15 20 7.8 +1.5
WTV WisdomTree US Value Fund 10.2 12 23 9.0 +2.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 10.2 20 15 8.7 +2.4
ACWI iShares MSCI ACWI ETF 10.1 32 3 6.1 -0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 10.0 70 -35 9.9 +3.6
LEAD Siren DIVCON Leaders Dividend ETF 10.0 43 -8 7.7 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 10.0 39 -4 6.9 +0.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 9.9 12 23 6.2 -0.1
FXG First Trust Consumer Staples AlphaDEX Fund 9.9 63 -28 6.6 +0.3
FUTY Fidelity MSCI Utilities Index ETF 9.9 8 27 5.5 -0.8
IWR iShares Russell Midcap ETF 9.8 19 16 5.9 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 9.8 60 -25 5.2 -1.1
VIRS Pacer BioThreat Strategy ETF 9.8 70 -35 7.0 +0.7
FDMO Fidelity Momentum Factor ETF 9.8 29 6 5.1 -1.2
JHMM John Hancock Multifactor Mid Cap ETF 9.7 41 -6 6.7 +0.4
IFRA iShares U.S. Infrastructure ETF 9.7 30 5 6.1 -0.2
DEW WisdomTree Global High Dividend Fund 9.7 58 -23 8.2 +2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.6 24 11 7.6 +1.3
FUNL CornerCap Fundametrics Large-Cap ETF 9.6 50 -15 8.0 +1.7
SPVM Invesco S&P 500 Value with Momentum ETF 9.6 39 -4 8.7 +2.4
CLRG IQ Chaikin U.S. Large Cap ETF 9.6 25 10 6.1 -0.2
CGDV Capital Group Dividend Value ETF 9.5 33 2 6.1 -0.2
ZECP Zacks Earnings Consistent Portfolio ETF 9.5 55 -20 5.9 -0.4
PUI Invesco DWA Utilities Momentum ETF 9.5 60 -25 5.1 -1.2
DFND Siren DIVCON Dividend Defender ETF 9.5 150 -115 6.6 +0.3
RPV Invesco S&P 500 Pure Value ETF 9.4 35 0 9.1 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 9.4 13 22 6.0 -0.3
MDY SPDR S&P Midcap 400 ETF Trust 9.4 23 12 7.3 +1.0
AVLV Avantis U.S. Large Cap Value ETF 9.4 15 20 8.4 +2.1
IWF iShares Russell 1000 Growth ETF 9.4 19 16 5.4 -0.9
VONG Vanguard Russell 1000 Growth Index Fund 9.4 8 27 5.5 -0.8
DIVZ TrueShares Low Volatility Equity Income ETF 9.4 65 -30 7.4 +1.1
HLGE Hartford Longevity Economy ETF 9.4 44 -9 8.0 +1.7
IJH iShares Core S&P Mid-Cap ETF 9.4 5 30 7.5 +1.2
VPU Vanguard Utilities Index Fund 9.3 10 25 5.4 -0.9
SPMD SPDR Portfolio Mid Cap ETF 9.3 5 30 7.5 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 9.3 10 25 7.4 +1.1
FXO First Trust Financials AlphaDEX Fund 9.2 62 -27 10.5 +4.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 9.2 20 15 6.2 -0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 9.2 12 23 7.6 +1.3
VT Vanguard Total World Stock ETF 9.2 8 27 6.3 -0.0
GCOW Pacer Global High Dividend ETF 9.1 60 -25 9.6 +3.3
JHMA John Hancock Multifactor Materials ETF 9.0 40 -5 8.6 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 9.0 29 6 8.1 +1.8
DIV Global X SuperDividend US ETF 9.0 45 -10 6.0 -0.3
EXI iShares Global Industrials ETF 9.0 43 -8 5.4 -0.9
IWY iShares Russell Top 200 Growth ETF 9.0 20 15 5.7 -0.6
RNMC Mid Cap US Equity Select ETF 9.0 60 -25 7.7 +1.4
LRGF iShares Edge MSCI Multifactor USA ETF 8.9 20 15 8.2 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 8.9 65 -30 3.3 -3.0
FLRG Fidelity U.S. Multifactor ETF 8.8 29 6 7.7 +1.4
VO Vanguard Mid-Cap Index Fund 8.8 4 31 5.6 -0.7
PWV Invesco Dynamic Large Cap Value ETF 8.8 58 -23 7.3 +1.0
JHMU John Hancock Multifactor Utilities ETF 8.7 40 -5 5.2 -1.1
WKLY SoFi Weekly Dividend ETF 8.7 49 -14 7.5 +1.2
XMHQ Invesco S&P MidCap Quality ETF 8.7 25 10 8.2 +1.9
ETHO Etho Climate Leadership U.S. ETF 8.7 48 -13 4.6 -1.7
CZA Invesco Zacks Mid-Cap ETF 8.5 69 -34 6.3 +0.0
XOUT GraniteShares XOUT U.S. Large Cap ETF 8.5 60 -25 5.4 -0.9
BFOR Barron's 400 ETF 8.4 70 -35 8.6 +2.3
EWMC Invesco S&P MidCap 400 Equal Weight ETF 8.4 40 -5 7.3 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 8.3 12 23 5.9 -0.4
CVAR Cultivar ETF 8.3 87 -52 7.6 +1.3
VBR Vanguard Small Cap Value Index Fund 8.3 7 28 8.2 +1.9
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 8.3 69 -34 7.2 +0.9
DIVS SmartETFs Dividend Builder ETF 8.3 65 -30 5.8 -0.5
IUSA Amberwave Invest USA JSG Fund 8.2 67 -32 6.4 +0.1
FXU First Trust Utilities AlphaDEX Fund 8.2 62 -27 6.2 -0.1
UBCB UBC Algorithmic Fundamentals ETF 8.2 75 -40 4.4 -1.9
YLDE ClearBridge Dividend Strategy ESG ETF 8.2 60 -25 5.8 -0.5
VAW Vanguard Materials Index Fund 8.1 10 25 7.0 +0.7
FMAT Fidelity MSCI Materials Index ETF 8.0 8 27 7.1 +0.8
SHE SPDR SSGA Gender Diversity Index ETF 8.0 20 15 5.8 -0.5
WBIY WBI Power Factor High Dividend ETF 7.9 70 -35 10.3 +4.0
SPHQ Invesco S&P 500 Quality ETF 7.9 15 20 6.9 +0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.8 12 23 5.9 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.8 63 -28 4.5 -1.8
FBCV Fidelity Blue Chip Value ETF 7.8 59 -24 6.9 +0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 7.8 6 29 4.5 -1.8
SCHM Schwab U.S. Mid-Cap ETF 7.7 4 31 6.4 +0.1
OALC OneAscent Large Cap Core ETF 7.7 76 -41 6.1 -0.2
SDEI Sound Equity Income ETF 7.6 45 -10 9.5 +3.2
IDU iShares U.S. Utilities ETF 7.6 43 -8 5.1 -1.2
BKUS BNY Mellon Sustainable US Equity ETF 7.5 60 -25 5.2 -1.1
QLC FlexShares US Quality Large Cap Index Fund 7.5 32 3 6.6 +0.3
PEXL Pacer US Export Leaders ETF 7.5 60 -25 6.3 -0.0
FNK First Trust Mid Cap Value AlphaDEX Fund 7.5 70 -35 9.6 +3.3
ISMD Inspire Small/Mid Cap Impact ETF 7.5 57 -22 6.2 -0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 7.5 14 21 7.4 +1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 7.4 15 20 8.1 +1.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.4 75 -40 5.3 -1.0
VFMF Vanguard U.S. Multifactor ETF 7.3 19 16 9.1 +2.8
VLUE iShares MSCI USA Value Factor ETF 7.3 15 20 11.5 +5.2
PY Principal Shareholder Yield Index ETF 7.2 15 20 10.4 +4.1
FMIL Fidelity New Millennium ETF 7.2 59 -24 6.7 +0.4
SPGP Invesco S&P 500 GARP ETF 7.2 36 -1 8.0 +1.7
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 7.1 69 -34 6.5 +0.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 7.1 18 17 4.9 -1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 7.0 7 28 5.6 -0.7
MKEM Meakem Value and Inflation Screen 7.0 10 25 5.4 -0.9
FTHI First Trust High Income ETF 6.9 85 -50 5.9 -0.4
FLDZ RiverNorth Volition America Patriot ETF 6.9 70 -35 5.6 -0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 6.9 17 18 6.7 +0.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 6.9 15 20 6.8 +0.5
BTHM BlackRock Future U.S. Themes ETF 6.9 60 -25 6.0 -0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 6.8 15 20 6.7 +0.4
MOTG VanEck Morningstar Global Wide Moat ETF 6.8 52 -17 6.5 +0.2
MOAT VanEck Morningstar Wide Moat ETF 6.8 47 -12 6.4 +0.2
IUSG iShares Core S&P US Growth ETF 6.8 4 31 5.7 -0.6
SDGA Impact Shares Sustainable Development Goals Global ETF 6.8 75 -40 6.6 +0.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 6.8 85 -50 6.9 +0.6
SPQQ Siren Large Cap Blend Index ETF 6.8 20 15 0.0 -6.3
GRES IQ Global Resources ETF 6.7 30 5 7.2 +0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 6.7 60 -25 7.6 +1.3
IEFN iShares Evolved U.S. Financials ETF 6.7 18 17 9.1 +2.8
SMDY Syntax Stratified MidCap ETF 6.7 35 0 6.8 +0.5
VOOG Vanguard S&P 500 Growth ETF 6.6 10 25 5.6 -0.7
IVW iShares S&P 500 Growth ETF 6.6 18 17 5.5 -0.8
ACWF iShares MSCI Global Multifactor ETF 6.6 35 0 9.2 +2.9
SPYG SPDR Portfolio S&P 500 Growth ETF 6.6 4 31 5.7 -0.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 6.6 20 15 4.9 -1.4
HAP VanEck Natural Resources ETF 6.4 49 -14 6.4 +0.1
KBWR Invesco KBW Regional Banking ETF 6.4 35 0 9.5 +3.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.4 60 -25 4.8 -1.5
VB Vanguard Small-Cap ETF 6.4 5 30 6.1 -0.2
EGIS 2nd Vote Society Defended ETF 6.3 75 -40 6.8 +0.6
KRE SPDR S&P Regional Banking ETF 6.2 35 0 9.5 +3.2
RWK Invesco S&P MidCap 400 Revenue ETF 6.2 39 -4 9.2 +2.9
KBE SPDR S&P Bank ETF 6.2 35 0 10.7 +4.5
DES WisdomTree U.S. SmallCap Dividend Fund 6.1 38 -3 8.6 +2.3
EMLP First Trust North American Energy Infrastructure Fund 6.0 96 -61 4.8 -1.5
JHSC John Hancock Multifactor Small Cap ETF 6.0 42 -7 6.5 +0.2
HOMZ Hoya Capital Housing ETF 6.0 30 5 9.3 +3.0
HVAL ALPS Hillman Active Value ETF 6.0 55 -20 7.3 +1.0
USVT US Value ETF 6.0 49 -14 11.2 +4.9
FTXG First Trust Nasdaq Food & Beverage ETF 6.0 60 -25 5.5 -0.8
FCPI Fidelity Stocks for Inflation ETF 5.9 29 6 8.7 +2.4
RYF Invesco S&P 500 Equal Weight Financials ETF 5.9 40 -5 8.8 +2.5
SXQG 6 Meridian Quality Growth ETF 5.9 100 -65 5.2 -1.1
JHMF John Hancock Multifactor Financials ETF 5.9 40 -5 8.5 +2.2
IWP iShares Russell Mid-Cap Growth ETF 5.8 23 12 4.3 -2.0
RTM Invesco S&P 500 Equal Weight Materials ETF 5.8 40 -5 6.7 +0.4
XLB Materials Select Sector SPDR Fund 5.8 10 25 6.1 -0.2
VFVA Vanguard U.S. Value Factor ETF 5.8 14 21 11.0 +4.7
RUFF Alpha Dog ETF 5.8 90 -55 4.8 -1.5
KSCD KFA Small Cap Quality Dividend Index ETF 5.8 51 -16 6.4 +0.1
PAVE Global X U.S. Infrastructure Development ETF 5.7 47 -12 7.3 +1.0
JHMC John Hancock Multifactor Consumer Discretionary ETF 5.7 40 -5 5.1 -1.2
FXH First Trust Health Care AlphaDEX Fund 5.7 61 -26 7.1 +0.8
RYH Invesco S&P 500 Equal Weight Health Care ETF 5.7 40 -5 6.9 +0.6
IEHS iShares Evolved U.S. Healthcare Staples ETF 5.7 18 17 5.9 -0.4
EZM WisdomTree U.S. MidCap Earnings Fund 5.6 38 -3 9.8 +3.6
CGUS Capital Group Core Equity ETF 5.6 33 2 6.1 -0.2
RYU Invesco S&P 500 Equal Weight Utilities ETF 5.6 40 -5 5.5 -0.8
XLU Utilities Select Sector SPDR Fund 5.6 10 25 5.2 -1.1
JXI iShares Global Utilities ETF 5.6 43 -8 5.1 -1.2
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 5.5 38 -3 9.4 +3.1
BIBL Inspire ETF 5.5 35 0 5.5 -0.8
FSMD Fidelity Small-Mid Factor ETF 5.5 29 6 8.4 +2.1
AFMC First Trust Active Factor Mid Cap ETF 5.5 65 -30 9.0 +2.7
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 5.5 25 10 9.7 +3.4
AMER Emles Made in America ETF 5.5 49 -14 8.4 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.5 60 -25 10.8 +4.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 5.4 17 18 5.5 -0.8
XMMO Invesco S&P MidCap Momentum ETF 5.4 33 2 7.6 +1.3
RTH VanEck Retail ETF 5.3 35 0 6.1 -0.2
GLIF AGFiQ Global Infrastructure ETF 5.3 45 -10 4.5 -1.8
RFV Invesco S&P Midcap 400 Pure Value ETF 5.3 35 0 10.6 +4.3
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 5.3 35 0 7.4 +1.2
VUG Vanguard Growth Index Fund 5.3 4 31 4.9 -1.4
VUSE Vident Core US Equity Fund 5.3 48 -13 10.1 +3.8
AIEQ AI Powered Equity ETF 5.2 80 -45 3.5 -2.8
GNR SPDR S&P Global Natural Resources ETF 5.2 40 -5 7.8 +1.5
KLDW Gavekal Knowledge Leaders Developed World ETF 5.1 75 -40 0.0 -6.3
JOYY Infusive Compounding Global Equities ETF 5.1 51 -16 4.1 -2.2
SPVU Invesco S&P 500 Enhanced Value ETF 5.1 13 22 10.1 +3.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 5.1 55 -20 6.0 -0.3
JHMH John Hancock Multifactor Healthcare ETF 5.1 40 -5 6.9 +0.6
IYF iShares U.S. Financials ETF 5.1 42 -7 8.3 +2.0
SYLD Cambria Shareholder Yield ETF 5.1 59 -24 11.1 +4.8
ILCG iShares Morningstar Growth ETF 5.1 4 31 4.5 -1.8
FIW First Trust Water ETF 5.1 54 -19 4.3 -2.0
PHO Invesco Water Resources ETF 5.1 60 -25 4.1 -2.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 5.0 6 29 5.6 -0.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.0 45 -10 5.8 -0.5
SDEP SFP Core Equity Strategy 5.0 0 35 7.2 +0.9
IGE iShares North American Natural Resources ETF 5.0 43 -8 4.8 -1.5
BLES Inspire Global Hope Large Cap ETF 5.0 52 -17 5.7 -0.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.0 50 -15 3.1 -3.2
FNCL Fidelity MSCI Financials Index ETF 5.0 8 27 8.9 +2.6
ISCV iShares Morningstar Small Cap Value ETF 4.9 6 29 8.0 +1.7
SFYX Sofi Next 500 ETF 4.9 0 35 6.6 +0.3
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 4.9 40 -5 5.2 -1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.9 75 -40 8.8 +2.6
IAT iShares U.S. Regional Banks ETF 4.9 41 -6 9.7 +3.4
VFH Vanguard Financials Index Fund 4.9 10 25 8.9 +2.6
AQWA Global X Clean Water ETF 4.9 50 -15 4.7 -1.6
EBLU Ecofin Global Water ESG Fund 4.9 40 -5 4.4 -1.9
BKSE BNY Mellon US Small Cap Core Equity ETF 4.9 4 31 5.9 -0.4
NZRO Strategy Shares Halt Climate Change ETF 4.8 95 -60 1.9 -4.4
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.8 63 -28 8.5 +2.2
KIE SPDR S&P Insurance ETF 4.8 35 0 8.4 +2.2
AVDR AVDR US LargeCap Leading ETF 4.8 60 -25 5.9 -0.4
BUZZ VanEck Social Sentiment ETF 4.8 75 -40 0.5 -5.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.7 47 -12 4.5 -1.8
STLG iShares Factors US Growth Style ETF 4.7 25 10 7.9 +1.6
IYH iShares U.S. Healthcare ETF 4.7 43 -8 6.8 +0.5
XLV Health Care Select Sector SPDR Fund 4.7 10 25 7.7 +1.4
MXI iShares Global Materials ETF 4.7 43 -8 7.1 +0.8
PPTY PPTY-U.S. Diversified Real Estate ETF 4.7 49 -14 5.4 -0.9
FHLC Fidelity MSCI Health Care Index ETF 4.7 8 27 6.2 -0.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.7 60 -25 7.8 +1.6
GII SPDR S&P Global Infrastructure ETF 4.7 40 -5 3.9 -2.4
IGF iShares Global Infrastructure ETF 4.7 43 -8 3.8 -2.5
VHT Vanguard Health Care Index Fund 4.7 10 25 6.2 -0.1
PBJ Invesco Dynamic Food & Beverage ETF 4.7 63 -28 5.8 -0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.7 46 -11 6.9 +0.6
PSL Invesco DWA Consumer Staples Momentum ETF 4.7 60 -25 5.8 -0.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 4.6 12 23 6.8 +0.5
IXJ iShares Global Healthcare ETF 4.6 43 -8 6.7 +0.4
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.6 35 0 6.4 +0.1
WRND IQ Global Equity R&D Leaders ETF 4.6 18 17 7.5 +1.2
SFYF SoFi 50 ETF 4.6 29 6 -2.4 -8.7
VOT Vanguard Mid-Cap Growth Index Fund 4.6 7 28 4.1 -2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.5 60 -25 5.6 -0.7
IVLC Invesco US Large Cap Core ESG ETF 4.5 48 -13 5.7 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.5 70 -35 4.4 -1.9
TPYP Tortoise North American Pipeline Fund 4.4 40 -5 4.3 -2.0
ANEW ProShares MSCI Transformational Changes ETF 4.4 45 -10 4.0 -2.3
SMMD iShares Russell 2500 ETF 4.4 15 20 6.4 +0.1
VEGN US Vegan Climate ETF 4.4 60 -25 5.6 -0.7
VNSE Natixis Vaughan Nelson Select ETF 4.4 80 -45 3.7 -2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 52 -17 5.7 -0.6
MGK Vanguard Mega Cap Growth ETF 4.3 7 28 5.1 -1.2
ITAN Sparkline Intangible Value ETF 4.3 50 -15 7.0 +0.7
PINK Simplify Health Care ETF 4.2 50 -15 4.7 -1.6
TMFC Motley Fool 100 Index ETF 4.2 50 -15 4.7 -1.6
MBCC Monarch Blue Chips Core ETF 4.2 125 -90 3.8 -2.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 4.1 15 20 7.8 +1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.1 35 0 5.7 -0.6
ESIX SPDR S&P SmallCap 600 ESG ETF 4.1 12 23 7.9 +1.6
IUSS Invesco Strategic US Small Company ETF 4.1 23 12 6.2 -0.1
EQRR ProShares Equities for Rising Rates ETF 4.1 35 0 6.9 +0.6
IJS iShares S&P Small-cap 600 Value ETF 4.1 18 17 7.6 +1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.1 60 -25 7.9 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.1 15 20 7.6 +1.3
RWR SPDR Dow Jones REIT ETF 4.1 25 10 5.8 -0.5
JSTC Adasina Social Justice All Cap Global ETF 4.1 89 -54 6.4 +0.1
SLYV SPDR S&P 600 Small Cap Value ETF 4.1 15 20 7.6 +1.3
DFAS Dimensional U.S. Small Cap ETF 4.1 34 1 6.7 +0.4
IYC iShares U.S. Consumer Services ETF 4.1 43 -8 4.3 -2.0
XMVM Invesco S&P MidCap Value with Momentum ETF 4.1 39 -4 11.8 +5.5
DBLV AdvisorShares DoubleLine Value Equity ETF 4.0 91 -56 6.3 +0.1
IAK iShares U.S. Insurance ETF 4.0 42 -7 7.9 +1.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 4.0 25 10 6.0 -0.3
USRT iShares Core U.S. REIT ETF 4.0 8 27 6.0 -0.3
FSST Fidelity Sustainability U.S. Equity ETF 4.0 59 -24 5.9 -0.4
PSCU Invesco S&P SmallCap Utilities ETF 4.0 29 6 3.4 -2.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.0 29 6 7.0 +0.8
NANR SPDR S&P North American Natural Resources ETF 4.0 35 0 5.2 -1.1
ISCB iShares Morningstar Small-Cap ETF 4.0 4 31 5.1 -1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.0 75 -40 6.2 -0.1
XLF Financial Select Sector SPDR Fund 3.9 10 25 8.5 +2.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 3.9 11 24 5.8 -0.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.9 58 -23 5.5 -0.8
FRI First Trust S&P REIT Index Fund 3.9 50 -15 5.2 -1.1
PKW Invesco Buyback Achievers ETF 3.9 64 -29 8.9 +2.6
FDWM Fidelity Women's Leadership ETF 3.9 59 -24 6.0 -0.3
KCE SPDR S&P Capital Markets ETF 3.9 35 0 10.9 +4.6
DFSV Dimensional US Small Cap Value ETF 3.9 31 4 8.7 +2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.9 15 20 8.0 +1.7
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 3.8 40 -5 5.4 -0.9
KOMP SPDR Kensho New Economies Composite ETF 3.8 20 15 0.9 -5.4
XJR iShares ESG Screened S&P Small-Cap ETF 3.8 12 23 7.4 +1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 3.8 25 10 7.5 +1.2
PRN Invesco DWA Industrials Momentum ETF 3.8 60 -25 6.4 +0.1
CGW Invesco S&P Global Water Index ETF 3.8 57 -22 4.5 -1.8
AVRE Avantis Real Estate ETF 3.7 17 18 5.5 -0.8
NTZO Impact Shares MSCI Global Climate Select ETF 3.7 30 5 5.8 -0.5
VXF Vanguard Extended Market Index Fund 3.7 6 29 2.6 -3.7
ECLN First Trust EIP Carbon Impact ETF 3.7 97 -62 3.3 -3.0
DFAR Dimensional US Real Estate ETF 3.7 19 16 5.5 -0.8
IYR iShares U.S. Real Estate ETF 3.6 41 -6 5.7 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -45 8.9 +2.6
VSL Volshares Large Capital ETF 3.6 65 -30 6.0 -0.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 3.6 8 27 5.5 -0.8
SCHH Schwab U.S. REIT ETF 3.6 7 28 5.6 -0.7
VCR Vanguard Consumer Discretionary Index Fund 3.6 10 25 5.4 -0.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.6 60 -25 11.5 +5.3
HART IQ Healthy Hearts ETF 3.6 45 -10 5.2 -1.1
RWO SPDR Dow Jones Global Real Estate ETF 3.6 50 -15 5.3 -1.0
QABA First Trust NASDAQ ABA Community Bank Index Fund 3.6 60 -25 9.1 +2.8
IWN iShares Russell 2000 Value ETF 3.6 24 11 2.2 -4.1
IJR iShares Core S&P Small Cap ETF 3.6 6 29 7.6 +1.3
REET iShares Global REIT ETF 3.6 14 21 5.6 -0.7
SLY SPDR S&P 600 Small Cap ETF 3.6 15 20 7.5 +1.3
XLY Consumer Discretionary Select Sector SPDR Fund 3.6 10 25 5.0 -1.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.6 5 30 7.6 +1.4
FREL Fidelity MSCI Real Estate Index ETF 3.5 9 27 5.7 -0.6
VIOO Vanguard S&P Small-Cap 600 ETF 3.5 10 25 7.6 +1.3
UGCE Uncommon Portfolio Design Core Equity ETF 3.5 65 -30 6.4 +0.1
VTWV Vanguard Russell 2000 Value Index Fund 3.5 15 20 2.6 -3.7
CTRU ARK Transparency ETF 3.5 55 -20 2.8 -3.5
BNE Blue Horizon BNE ETF 3.5 87 -52 2.1 -4.2
CVY Invesco Zacks Multi-Asset Income ETF 3.5 100 -65 9.5 +3.2
QGRO American Century STOXX U.S. Quality Growth ETF 3.5 29 6 7.6 +1.3
VNQ Vanguard REIT Index Fund 3.4 12 23 5.8 -0.5
ICF iShares Cohen & Steers REIT ETF 3.4 33 2 5.1 -1.2
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 3.4 60 -25 5.6 -0.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 -12 5.7 -0.6
RDOG ALPS REIT Dividend Dogs ETF 3.4 35 0 8.4 +2.1
NETL NETLease Corporate Real Estate ETF 3.4 60 -25 7.3 +1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 -15 5.6 -0.7
XLRE The Real Estate Select Sector SPDR Fund 3.3 10 25 5.4 -0.9
VRAI Virtus Real Asset Income ETF 3.3 55 -20 6.2 -0.1
FXZ First Trust Materials AlphaDEX Fund 3.3 67 -32 11.9 +5.6
IYM iShares U.S. Basic Materials ETF 3.3 43 -8 8.7 +2.4
SDG iShares Sustainable MSCI Global Impact ETF 3.3 49 -14 8.6 +2.3
LYFE 2nd Vote Life Neutral Plus ETF 3.3 75 -40 7.3 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 3.3 25 10 4.7 -1.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.3 30 5 9.1 +2.8
FTXN First Trust Nasdaq Oil & Gas ETF 3.3 60 -25 27.8 +21.5
FXN First Trust Energy AlphaDEX Fund 3.3 64 -29 6.7 +0.4
FILL iShares MSCI Global Energy Producers ETF 3.3 39 -4 6.5 +0.3
IXC iShares Global Energy ETF 3.3 43 -8 5.7 -0.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF 3.3 35 0 5.0 -1.3
XLE Energy Select Sector SPDR Fund 3.3 10 25 4.9 -1.4
FENY Fidelity MSCI Energy Index ETF 3.3 8 27 4.6 -1.7
VDE Vanguard Energy Index Fund 3.3 10 25 4.6 -1.7
JHME John Hancock Multifactor Energy ETF 3.3 40 -5 4.4 -1.9
IYE iShares U.S. Energy ETF 3.3 42 -7 4.3 -2.0
RYE Invesco S&P 500 Equal Weight Energy ETF 3.3 40 -5 4.3 -2.0
CACG ClearBridge All Cap Growth ETF 3.3 53 -18 4.3 -2.0
RDVY First Trust Rising Dividend Achievers ETF 3.3 50 -15 9.0 +2.7
AQGX AI Quality Growth ETF 3.3 97 -62 4.8 -1.5
CNRG SPDR S&P Kensho Clean Power ETF 3.2 45 -10 1.9 -4.4
AGNG Global X Aging Population ETF 3.2 50 -15 3.9 -2.4
SSLY Syntax Stratified SmallCap ETF 3.2 40 -5 7.3 +1.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 3.2 108 -73 6.5 +0.2
KONG Formidable Fortress ETF 3.2 89 -54 6.0 -0.3
AVSC Avantis U.S Small Cap Equity ETF 3.2 25 10 5.2 -1.1
OCEN IQ Clean Oceans ETF 3.2 45 -10 6.5 +0.2
RXI iShares Global Consumer Discretionary ETF 3.2 43 -8 5.3 -1.0
NUSC Nuveen ESG Small-Cap ETF 3.1 30 5 5.7 -0.6
PWB Invesco Dynamic Large Cap Growth ETF 3.1 56 -21 4.7 -1.6
FOVL iShares Focused Value Factor ETF 3.1 25 10 11.8 +5.5
SIXS 6 Meridian Small Cap Equity ETF 3.1 100 -65 9.3 +3.0
XT iShares Exponential Technologies ETF 3.1 46 -11 4.3 -2.0
PDP Invesco DWA Momentum ETF 3.1 62 -27 5.0 -1.3
CWS AdvisorShares Focused Equity ETF 3.1 66 -31 5.8 -0.5
SNSR Global X Internet of Things Thematic ETF 3.1 68 -33 5.1 -1.2
BMED BlackRock Future Health ETF 3.0 85 -50 2.0 -4.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 46 -11 6.5 +0.2
CUT Invesco MSCI Global Timber ETF 3.0 61 -26 7.9 +1.6
PJP Invesco Dynamic Pharmaceuticals ETF 2.9 58 -23 8.6 +2.3
WLDR Affinity World Leaders Equity ETF 2.9 67 -32 9.0 +2.7
COWZ Pacer US Cash Cows 100 ETF 2.9 49 -14 10.8 +4.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 2.9 35 0 8.2 +2.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.8 21 14 3.9 -2.4
RYJ Invesco Raymond James SB-1 Equity ETF 2.8 75 -40 3.6 -2.7
BAD B.A.D. ETF 2.8 75 -40 3.0 -3.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 29 1.5 -4.8
RNSC Small Cap US Equity Select ETF 2.8 60 -25 8.4 +2.1
SCHA Schwab U.S. Small-Cap ETF 2.8 4 31 5.5 -0.8
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 17 7.8 +1.5
DFAT Dimensional U.S. Targeted Value ETF 2.7 34 1 8.3 +2.0
SLYG SPDR S&P 600 Small Cap Growth ETF 2.7 15 20 7.9 +1.6
VAMO Cambria Value & Momentum ETF 2.7 64 -29 9.8 +3.5
IYG iShares US Financial Services ETF 2.7 42 -7 8.3 +2.0
IETC iShares Evolved U.S. Technology ETF 2.7 18 17 5.3 -1.0
IXG iShares Global Financials ETF 2.7 43 -8 9.4 +3.1
BUYZ Franklin Disruptive Commerce ETF 2.7 50 -15 0.0 -6.3
FPRO Fidelity Real Estate Investment ETF 2.7 59 -24 4.8 -1.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 16 19 8.0 +1.7
QQQ Invesco QQQ Trust 2.7 20 15 5.5 -0.8
QQQM Invesco NASDAQ 100 ETF 2.7 15 20 5.6 -0.7
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 15 5.8 -0.5
BFIT Global X Health & Wellness ETF 2.7 50 -15 6.0 -0.3
PSR Invesco Active U.S. Real Estate Fund 2.7 35 0 4.9 -1.4
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 2.7 60 -25 5.1 -1.2
ZIG The Acquirers Fund 2.7 89 -54 12.5 +6.2
JRE Janus Henderson U.S. Real Estate ETF 2.7 65 -30 4.6 -1.7
QYLD Global X NASDAQ 100 Covered Call ETF 2.7 60 -25 5.1 -1.2
QTR Global X NASDAQ 100 Tail Risk ETF 2.6 60 -25 5.1 -1.2
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 2.6 19 16 8.0 +1.7
IWM iShares Russell 2000 ETF 2.6 19 16 1.5 -4.8
NUSI Nationwide Risk-Managed Income ETF 2.6 68 -33 4.8 -1.5
QCLR Global X NASDAQ 100 Collar 95-110 ETF 2.6 60 -25 4.9 -1.4
QRMI Global X NASDAQ 100 Risk Managed Income ETF 2.6 60 -25 4.9 -1.4
GRZZ Grizzle Growth ETF 2.6 75 -40 6.5 +0.2
VTWO Vanguard Russell 2000 Index Fund 2.6 10 25 1.7 -4.6
WDIV SPDR Global Dividend ETF 2.6 40 -5 8.9 +2.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.6 68 -33 4.1 -2.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.5 20 15 6.8 +0.6
FFTY Innovator IBD 50 ETF 2.5 80 -45 7.0 +0.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.5 75 -40 3.1 -3.2
IEIH iShares Evolved U.S. Innovative Healthcare ETF 2.5 18 17 4.9 -1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.5 39 -4 9.0 +2.7
IVRA Invesco Real Assets ESG ETF 2.5 59 -24 4.9 -1.4
XRT SPDR S&P Retail ETF 2.5 35 0 7.0 +0.7
SQEW LeaderShares Equity Skew ETF 2.4 75 -40 6.3 -0.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 5.0 -1.3
APXH Apex Healthcare ETF 2.4 90 -55 8.4 +2.1
NVQ QRAFT AI-Enhanced US Next Value ETF 2.4 75 -40 10.7 +4.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 2.4 50 -15 7.4 +1.1
FYT First Trust Small Cap Value AlphaDEX Fund 2.4 72 -37 12.0 +5.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.4 65 -30 10.2 +3.9
RYT Invesco S&P 500 Equal Weight Technology ETF 2.4 40 -5 6.5 +0.2
PPH VanEck Pharmaceutical ETF 2.4 35 0 9.4 +3.1
KBWP Invesco KBW Property & Casualty Insurance ETF 2.3 35 0 6.6 +0.4
VBK Vanguard Small-Cap Growth Index Fund 2.3 7 28 2.5 -3.8
GERM ETFMG Treatments Testing and Advancements ETF 2.3 68 -33 -103.3 -109.5
XLK Technology Select Sector SPDR Fund 2.3 10 25 6.0 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 2.3 4 31 4.6 -1.7
CLMA iClima Global Decarbonization Transition Leaders ETF 2.3 65 -30 2.2 -4.1
ROSC Hartford Multifactor Small Cap ETF 2.3 34 1 10.2 +3.9
GURU Global X Guru Index ETF 2.3 75 -40 1.4 -4.9
JHMT John Hancock Multifactor Technology ETF 2.2 40 -5 6.3 -0.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.2 70 -35 4.1 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 -40 7.1 +0.8
SUBS Fount Subscription Economy ETF 2.2 70 -35 4.9 -1.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.2 64 -29 7.4 +1.1
PWC Invesco Dynamic Market ETF 2.1 60 -25 6.2 -0.1
SPHB Invesco S&P 500 High Beta ETF 2.1 25 10 5.4 -0.9
JZRO Janus Henderson Net Zero Transition Resources ETF 2.1 60 -25 6.5 +0.2
MILN Global X Millennial Consumer ETF 2.1 50 -15 3.2 -3.1
FTEC Fidelity MSCI Information Technology Index ETF 2.1 8 27 5.7 -0.6
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 2.1 40 -5 7.3 +1.0
MVPS Amplify Thematic All-Stars ETF 2.1 49 -14 2.1 -4.2
MDEV First Trust Indxx Medical Devices ETF 2.1 70 -35 3.4 -2.9
TEMP JPMorgan Climate Change Solutions ETF 2.0 49 -14 4.6 -1.7
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 20 5.4 -0.9
IHI iShares U.S. Medical Devices ETF 2.0 41 -6 4.2 -2.1
XHE SPDR S&P Health Care Equipment ETF 2.0 35 0 -1.3 -7.5
ITB iShares U.S. Home Construction ETF 2.0 41 -6 15.5 +9.2
KOIN Innovation Shares NextGen Protocol ETF 2.0 75 -40 6.8 +0.5
XNTK SPDR NYSE Technology ETF 2.0 35 0 5.6 -0.7
TECB iShares US Tech Breakthrough Multisector ETF 2.0 40 -5 5.5 -0.8
BLOK Amplify Transformational Data Sharing ETF 2.0 71 -36 5.3 -1.0
AIQ Global X Future Analytics Tech ETF 2.0 68 -33 5.1 -1.2
SKYY First Trust Cloud Computing ETF 2.0 60 -25 4.3 -2.0
THNQ ROBO Global Artificial Intelligence ETF 2.0 68 -33 3.3 -3.0
IBLC iShares Blockchain and Tech ETF 2.0 47 -12 2.0 -4.3
WFH Direxion Work From Home ETF 2.0 45 -10 0.0 -6.3
ACSI American Customer Satisfaction Core Alpha ETF 2.0 66 -31 4.9 -1.4
IXN iShares Global Tech ETF 2.0 43 -8 5.3 -1.0
QTUM Defiance Quantum ETF 2.0 40 -5 6.3 +0.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 6.0 -0.3
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -30 7.1 +0.8
PAWZ ProShares Pet Care ETF 1.9 50 -15 3.4 -2.9
TINT ProShares Smart Materials ETF 1.9 58 -23 5.5 -0.8
PIO Invesco Global Water ETF 1.9 75 -40 4.6 -1.7
VGT Vanguard Information Technology Index Fund 1.9 10 25 5.7 -0.6
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.9 35 0 8.4 +2.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 -25 10.5 +4.2
TMFX Motley Fool Next Index ETF 1.9 50 -15 3.7 -2.6
IGM iShares Expanded Tech Sector ETF 1.9 43 -8 5.3 -1.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 63 -28 8.4 +2.1
PEJ Invesco Dynamic Leisure & Entertainment ETF 1.8 55 -20 0.9 -5.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.8 35 0 9.3 +3.0
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.8 45 -10 3.4 -2.9
IYW iShares U.S. Technology ETF 1.7 43 -8 5.6 -0.7
CSML IQ Chaikin U.S. Small Cap ETF 1.7 35 0 5.8 -0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -30 3.0 -3.3
EVX VanEck Environmental Services ETF 1.7 55 -20 3.1 -3.2
TMFG Motley Fool Global Opportunities ETF 1.7 85 -50 4.2 -2.1
PKB Invesco Dynamic Building & Construction ETF 1.7 60 -25 12.5 +6.2
XHB SPDR S&P Homebuilders ETF 1.7 35 0 11.9 +5.6
UTES Virtus Reaves Utilities ETF 1.7 49 -14 4.6 -1.7
PSC Principal U.S. Small Cap Index ETF 1.6 38 -3 7.2 +0.9
WDNA WisdomTree BioRevolution Fund 1.6 45 -10 -4.1 -10.4
HJEN Direxion Hydrogen ETF 1.6 45 -10 -3.2 -9.5
HYDR Global X Hydrogen ETF 1.6 50 -15 -16.7 -23.0
GENY Principal Millennials Index ETF 1.6 45 -10 7.5 +1.2
NETZ Engine No 1 Transform Climate ETF 1.6 75 -40 6.2 -0.1
NXTG First Trust Indxx NextG ETF 1.6 70 -35 6.3 -0.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.6 25 10 8.1 +1.8
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.6 85 -50 4.8 -1.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 4.3 -2.0
GSFP Goldman Sachs Future Planet Equity ETF 1.5 75 -40 3.8 -2.5
AVUV Avantis U.S. Small Cap Value ETF 1.5 25 10 9.2 +2.9
FEDX Emles Federal Contractors ETF 1.5 60 -25 7.8 +1.5
ITA iShares U.S. Aerospace & Defense ETF 1.5 42 -7 5.9 -0.4
PPA Invesco Aerospace & Defense ETF 1.5 61 -26 5.0 -1.3
XAR SPDR S&P Aerospace & Defense ETF 1.5 35 0 3.9 -2.4
ROKT SPDR S&P Kensho Final Frontiers ETF 1.5 45 -10 3.8 -2.5
FITE SPDR Kensho Future Security ETF 1.5 45 -10 3.5 -2.8
OSCV Opus Small Cap Value Plus ETF 1.5 79 -44 5.2 -1.1
PXI Invesco DWA Energy Momentum ETF 1.5 60 -25 4.6 -1.7
PSCI Invesco S&P SmallCap Industrials ETF 1.5 29 6 7.8 +1.5
EES WisdomTree SmallCap Earnings Fund 1.5 38 -3 10.1 +3.8
LIV Emles (a)Home ETF 1.5 49 -14 5.1 -1.2
IWO iShares Russell 2000 Growth ETF 1.5 24 11 1.0 -5.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.5 30 5 9.4 +3.2
VTWG Vanguard Russell 2000 Growth Index Fund 1.4 15 20 1.0 -5.3
SLT Pacer Salt High truBeta US Market ETF 1.4 60 -25 0.0 -6.3
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 -17 8.3 +2.0
XSHQ Invesco S&P SmallCap Quality ETF 1.4 29 6 9.4 +3.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.4 35 0 8.7 +2.4
PTH Invesco DWA Healthcare Momentum ETF 1.4 60 -25 2.2 -4.1
XDNA Strategic CRISPR & Gene Editing Technology ETF 1.4 78 -43 -5.3 -11.5
RYLD Global X Russell 2000 Covered Call ETF 1.4 60 -25 1.2 -5.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.4 47 -12 0.1 -6.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 -4 4.3 -2.0
FTXR First Trust Nasdaq Transportation ETF 1.4 60 -25 5.6 -0.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 15 5.1 -1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 20 4.2 -2.1
IYT iShares Transportation Average ETF 1.4 42 -7 2.9 -3.4
XTN SPDR S&P Transportation ETF 1.4 35 0 1.1 -5.2
MMLG First Trust Multi-Manager Large Growth ETF 1.4 85 -50 3.0 -3.3
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.4 16 19 3.0 -3.3
ICLN iShares Global Clean Energy ETF 1.3 42 -7 2.1 -4.2
LSAT Leadershares Alphafactor Tactical Focused ETF 1.3 99 -64 10.4 +4.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.3 45 -10 4.0 -2.3
GCIG Genuine Investors ETF 1.3 100 -65 5.7 -0.6
EQOP Natixis U.S. Equity Opportunities ETF 1.3 90 -55 6.0 -0.3
PZLG Puzzle Mature Growth 1.3 10 25 4.7 -1.6
FBCG Fidelity Blue Chip Growth ETF 1.3 59 -24 2.5 -3.8
XHS SPDR S&P Health Care Services ETF 1.3 35 0 3.4 -2.9
AIRR First Trust RBA American Industrial Renaissance ETF 1.3 70 -35 6.7 +0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.3 49 -14 7.3 +1.0
SVAL iShares US Small Cap Value Factor ETF 1.3 20 15 10.3 +4.1
MAKX ProShares S&P Kensho Smart Factories ETF 1.2 58 -23 3.8 -2.5
BLDG Cambria Global Real Estate ETF 1.2 59 -24 6.4 +0.1
WWOW Direxion World Without Waste ETF 1.2 50 -15 0.6 -5.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -36 2.7 -3.6
AFSM First Trust Active Factor Small Cap ETF 1.2 77 -42 8.1 +1.8
RPG Invesco S&P 500 Pure Growth ETF 1.2 35 0 6.8 +0.5
BECO BlackRock Future Climate and Sustainable Economy ETF 1.2 70 -35 4.9 -1.4
PUNK Subversive Metaverse ETF 1.2 75 -40 2.4 -3.9
CGGR Capital Group Growth ETF 1.2 39 -4 4.6 -1.7
XBI SPDR S&P BIOTECH ETF 1.2 35 0 -7.2 -13.5
BUL Pacer US Cash Cows Growth ETF 1.1 60 -25 8.4 +2.2
VICE AdvisorShares Vice ETF 1.1 99 -64 4.8 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.1 39 -4 7.1 +0.8
XSW SPDR S&P Software & Services ETF 1.1 35 0 3.9 -2.4
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.1 68 -33 0.5 -5.8
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.1 45 -10 2.4 -3.9
IVEG iShares Emergent Food and AgTech Multisector ETF 1.1 47 -12 6.0 -0.3
YUMY VanEck Future of Food ETF 1.1 69 -34 3.2 -3.1
GK AdvisorShares Gerber Kawasaki ETF 1.1 81 -46 4.4 -1.9
GBUY Goldman Sachs Future Consumer Equity ETF 1.1 75 -40 2.9 -3.4
SMOG VanEck Low Carbon Energy ETF 1.1 62 -27 1.9 -4.4
KGHG KraneShares Global Carbon Transformation ETF 1.1 89 -54 6.2 -0.1
DWAS Invesco DWA SmallCap Momentum ETF 1.1 60 -25 4.4 -1.9
FCG First Trust Natural Gas ETF 1.0 60 -25 7.9 +1.6
PXE Invesco Dynamic Energy Exploration & Production ETF 1.0 63 -28 4.8 -1.5
TMFM Motley Fool Mid-Cap Growth ETF 1.0 85 -50 4.4 -1.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.0 35 0 9.1 +2.8
WGRO WisdomTree U.S. Growth & Momentum Fund 0.9 55 -20 7.1 +0.8
IHE iShares U.S. Pharmaceuticals ETF 0.9 42 -7 6.8 +0.5
XPH SPDR S&P Pharmaceuticals ETF 0.9 35 0 3.5 -2.8
PSYK PSYK ETF 0.9 75 -40 -556.6 -562.9
FXL First Trust Technology AlphaDEX Fund 0.9 61 -26 6.6 +0.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 -20 4.5 -1.8
SXUS Janus Henderson International Sustainable Equity ETF 0.9 60 -25 4.2 -2.1
EPRE First Trust TCW ESG Premier Equity ETF 0.9 85 -50 4.8 -1.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.9 78 -43 10.2 +3.9
EATZ AdvisorShares Restaurant ETF 0.9 99 -64 4.3 -2.0
ABEQ Absolute Core Strategy ETF 0.9 85 -50 4.6 -1.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.9 45 -10 6.2 -0.1
REZ iShares Residential Real Estate Capped ETF 0.9 48 -13 4.7 -1.6
NURE Nuveen Short-Term REIT ETF 0.9 35 0 4.3 -2.0
RESI Kelly Residential & Apartment Real Estate ETF 0.9 68 -33 4.0 -2.3
PSCM Invesco S&P SmallCap Materials ETF 0.9 29 6 6.0 -0.3
XTL SPDR S&P Telecom ETF 0.8 35 0 5.6 -0.7
PRNT The 3D Printing ETF 0.8 66 -31 -10.7 -17.0
FPX First Trust US IPO Index Fund 0.8 57 -22 2.5 -3.8
JETS US Global Jets ETF 0.8 60 -25 -4.7 -11.0
FTXO First Trust Nasdaq Bank ETF 0.8 60 -25 10.5 +4.3
LUXE Emles Luxury Goods ETF 0.8 60 -25 4.1 -2.2
CLNR IQ Cleaner Transport ETF 0.8 45 -10 6.9 +0.6
SOLR SmartETFs Sustainable Energy II Fund 0.8 79 -44 4.2 -2.1
FAN First Trust Global Wind Energy ETF 0.8 62 -27 3.8 -2.5
VCLN Virtus Duff & Phelps Clean Energy ETF 0.8 59 -24 0.0 -6.3
PSCF Invesco S&P SmallCap Financials ETF 0.8 29 6 9.7 +3.4
XME SPDR S&P Metals & Mining ETF 0.8 35 0 7.5 +1.2
ARKQ Ark Autonomous Tech. & Robotics ETF 0.8 75 -40 -2.3 -8.6
CGGO Capital Group Global Growth Equity ETF 0.8 47 -12 4.3 -2.0
UAV AdvisorShares Drone Technology ETF 0.7 99 -64 5.4 -0.9
ARKX ARK Space Exploration & Innovation ETF 0.7 75 -40 2.9 -3.4
UFO Procure Space ETF 0.7 75 -40 1.8 -4.5
XPND First Trust Expanded Technology ETF 0.7 65 -30 5.7 -0.6
BOUT Innovator IBD Breakout Opportunities ETF 0.7 84 -49 5.9 -0.4
FTRI First Trust Indxx Global Natural Resources Income ETF 0.7 70 -35 16.5 +10.2
VEGI iShares MSCI Global Agriculture Producers ETF 0.7 39 -4 5.8 -0.5
MOO VanEck Agribusiness ETF 0.7 56 -21 5.5 -0.8
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.7 85 -50 4.8 -1.5
KROP Global X AgTech & Food Innovation ETF 0.7 50 -15 2.2 -4.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.7 96 -61 4.7 -1.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.6 60 -25 6.3 -0.0
GBGR Global Beta Momentum-Growth ETF 0.6 29 6 1.9 -4.4
FDG American Century Focused Dynamic Growth ETF 0.6 45 -10 3.2 -3.1
DFNL Davis Select Financial ETF 0.6 64 -29 8.2 +2.0
VIDI Vident International Equity Fund 0.6 59 -24 11.4 +5.1
PID Invesco International Dividend Achievers ETF 0.6 56 -21 7.3 +1.0
CGXU Capital Group International Focus Equity ETF 0.6 54 -19 4.7 -1.6
HDRO Defiance Next Gen H2 ETF 0.6 30 5 -4.6 -10.9
NIFE Direxion Fallen Knives ETF 0.6 50 -15 -6.1 -12.4
ISHP First Trust S-Network E-Commerce ETF 0.6 60 -25 4.1 -2.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.6 60 -25 2.1 -4.2
SQLV Legg Mason Small-Cap Quality Value 0.6 61 -26 9.7 +3.5
XDAT Franklin Exponential Data ETF 0.6 50 -15 3.1 -3.2
BOSS Global X Founder-Run Companies ETF 0.5 45 -10 2.9 -3.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 5 9.5 +3.2
PBS Invesco Dynamic Media ETF 0.5 63 -28 5.6 -0.7
EDUT Global X Education ETF 0.5 50 -15 1.5 -4.8
SEA U.S. Global Sea to Sky Cargo ETF 0.5 60 -25 20.8 +14.5
QQQN VictoryShares Nasdaq Next 50 ETF 0.5 18 17 6.1 -0.2
VOX Vanguard Telecommunication Services Index Fund 0.5 10 25 6.5 +0.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.5 35 0 8.2 +1.9
FCOM Fidelity MSCI Telecommunication Services Index ETF 0.5 8 27 6.7 +0.4
SLX VanEck Steel ETF 0.4 56 -21 25.4 +19.1
QVAL Alpha Architect U.S. Quantitative Value ETF 0.4 49 -14 13.0 +6.7
PICK iShares MSCI Global Metals & Mining Producers ETF 0.4 39 -4 11.4 +5.1
PYZ Invesco DWA Basic Materials Momentum ETF 0.4 60 -25 9.2 +2.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -111 4.5 -1.8
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 -4 8.9 +2.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -60 2.4 -3.9
ROBO Robo Global Robotics & Automation Index ETF 0.4 95 -60 3.5 -2.8
GOAU U.S. Global GO GOLD & Precious Metal Miners ETF 0.3 60 -25 6.6 +0.3
JGLD Amplify Pure Junior Gold Miners ETF 0.3 49 -14 5.3 -1.0
SGDM Sprott Gold Miners ETF 0.3 50 -15 5.0 -1.3
GDX VanEck Gold Miners ETF 0.3 52 -17 4.8 -1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -4 7.4 +1.1
ENTR Entrepreneur 30 Fund 0.3 49 -14 5.3 -1.0
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 0.3 58 -23 3.8 -2.5
JRNY ALPS Global Travel Beneficiaries ETF 0.3 65 -30 0.8 -5.5
GMET VanEck Green Metals ETF 0.3 59 -24 8.5 +2.2
IDRV iShares Self-driving EV & Tech ETF 0.3 47 -12 7.2 +0.9
DMAT Global X Disruptive Materials ETF 0.3 59 -24 6.9 +0.6
EKAR Innovation Shares NextGen Vehicles & Technology ETF 0.3 65 -30 5.7 -0.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.3 70 -35 5.3 -1.0
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 0.3 70 -35 5.0 -1.3
DRIV Global X Autonomous & Electric Vehicles ETF 0.3 68 -33 4.4 -1.9
ALFA AlphaClone Alternative Alpha ETF 0.3 65 -30 4.0 -2.3
LIT Global X Lithium & Battery Tech ETF 0.3 75 -40 2.9 -3.4
BATT Amplify Lithium & Battery Technology ETF 0.3 59 -24 2.7 -3.6
SPRX Spear Alpha ETF 0.3 75 -40 1.7 -4.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 -4 -1.1 -7.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.3 60 -25 -1.1 -7.4
PBW Invesco WilderHill Clean Energy ETF 0.3 61 -26 -8.1 -14.4
METV Roundhill Ball Metaverse ETF 0.3 59 -24 4.4 -1.9
FFND Future Fund Active ETF 0.3 101 -66 2.2 -4.1
MVP Roundhill Pro Sports Media & Apparel ETF 0.3 75 -40 0.0 -6.3
INNO Harbor Disruptive Innovation ETF 0.3 75 -40 -3.5 -9.8
CLOU Global X Cloud Computing ETF 0.3 68 -33 2.1 -4.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 5 9.6 +3.3
PSCT Invesco S&P SmallCap Information Technology ETF 0.3 29 6 6.2 -0.1
ERTH Invesco MSCI Sustainable Future ETF 0.3 55 -20 4.2 -2.1
GFGF Guru Favorite Stocks ETF 0.3 65 -30 6.6 +0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 0.3 45 -10 5.8 -0.5
LCG Sterling Capital Focus Equity ETF 0.3 59 -24 5.3 -1.0
DTEC ALPS Disruptive Technologies ETF 0.3 50 -15 4.2 -2.1
IQM Franklin Intelligent Machines ETF 0.2 50 -15 3.7 -2.6
PFI Invesco DWA Financial Momentum ETF 0.2 60 -25 5.6 -0.7
IEME iShares Evolved U.S. Media & Entertainment ETF 0.2 18 17 5.4 -0.9
IVDG Invesco Focused Discovery Growth ETF 0.1 59 -24 4.5 -1.8
NUMG Nuveen ESG Mid-Cap Growth ETF 0.1 30 5 4.3 -2.0
GDOC Goldman Sachs Future Health Care Equity ETF 0.1 75 -40 1.9 -4.4
CSD Invesco S&P Spin-Off ETF 0.0 65 -30 5.1 -1.2
PSCH Invesco S&P SmallCap Health Care ETF 0.0 29 6 4.7 -1.6

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
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 15.6 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.72 CATEGORY
AVERAGE
1.49
 
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.