SPDR SSGA US Small Cap Low Volatility Index ETF
ALTAR
Score™		 7.3% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 14.9x P/Sales
ratio		 1.5x
P/BV
ratio		 1.4x Div.
yield		 5.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR Russell 2000 Low Volatility ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Russell 2000 Low Volatility Index.

FUND BASICS
Category US Equities
Fund Sponsor SSgA Funds Management Inc
Website www.spdrs.com
Inception date Feb 20, 2013
Assets (mns) $179
Currency USD
Expense ratio 12 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 413
Wgt avg mkt cap (mns) $2,159
Large cap (>$10bn) 0.5%
Mid cap ($2-10bn) 43.9%
Small cap (<$2bn) 55.7%
Developed mkts 99.3%
Emerging mkts 0.7%

TOP TEN HOLDINGS
NELNET INC-CL A 1.7 %
HANOVER INSURANCE GROUP INC/ 1.6 %
PJT PARTNERS, INC. CLASS A 1.4 %
COMMUNITY BANK SYSTEM INC 1.3 %
OLD NATL BANCORP/IN 1.3 %
ENSTAR GROUP LTD 1.2 %
PARK NATIONAL CORP 1.2 %
CITY HOLDING CO 1.2 %
HORACE MANN EDUCATORS 1.2 %
N B T BANCORP INC 1.2 %
Total 13.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.6 %
BERMUDA 1.4 %
CAYMAN ISLANDS 1.3 %
PANAMA 0.9 %
PUERTO RICO 0.9 %
ISRAEL 0.4 %
BRITAIN 0.2 %
IRELAND 0.1 %
CHILE 0.1 %
CHINA 0.1 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.1% 10.1% 7.1% 8.0% 9.4%

Market Correlations
versus... Beta R-squared
S&P500 0.77 63%
MSCI EAFE 0.78 60%
MSCI Emg. Mkts. 0.53 29%

Technical Indicators
Recent close $107.41
30d moving avg. $103.00
Annualized volatility 17.2%
Short interest (ETF) 0.1%
Short interest (Underlying) 4.2%
Relative strength (RSI) 71

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.4%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $6,630

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 potential alternatives to the SPDR SSGA US Small Cap Low Volatility Index ETF ETF based on the alternatives' overlap in portfolio holdings with SMLV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SMLV Expense: 12 bp ALTAR Score™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SMLV
Ticker Fund
Name		 Overlap1
vs SMLV
(%)		 Expense
ratio
(bp)		 Savings
vs SMLV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SMLV
(%)
QABA First Trust NASDAQ ABA Community Bank Index Fund 28.4 60 -48 9.7 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 21.7 38 -26 8.1 +0.8
SVAL iShares US Small Cap Value Factor ETF 20.3 20 -8 11.4 +4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 19.8 20 -8 6.7 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 18.9 39 -27 4.5 -2.8
AVSC Avantis U.S Small Cap Equity ETF 18.6 25 -13 5.4 -1.9
IWM iShares Russell 2000 ETF 18.6 19 -7 3.6 -3.7
VTWO Vanguard Russell 2000 ETF 18.5 10 2 3.9 -3.5
EES WisdomTree U.S. SmallCap Fund 18.4 38 -26 10.3 +3.0
IWN iShares Russell 2000 Value ETF 18.3 24 -12 5.6 -1.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 18.3 35 -23 5.4 -1.9
VTWV Vanguard Russell 2000 Value ETF 18.3 15 -3 5.8 -1.5
ISMD Inspire Small/Mid Cap ETF 18.2 54 -42 6.1 -1.3
DFAS Dimensional U.S. Small Cap ETF 17.8 26 -14 6.0 -1.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 17.5 42 -30 7.5 +0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 17.5 35 -23 7.6 +0.3
SCHA Schwab U.S. Small-Cap ETF 17.3 4 8 4.9 -2.5
FYX First Trust Small Cap Core AlphaDEX Fund 17.2 61 -49 7.2 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 17.0 20 -8 4.5 -2.8
TPSC Timothy Plan US Small Cap Core ETF 17.0 52 -40 7.6 +0.3
FNDA Schwab Fundamental US Small Co. Index ETF 16.8 25 -13 6.8 -0.5
FYT First Trust Small Cap Value AlphaDEX Fund 16.8 73 -61 11.7 +4.4
STXK Strive Small-Cap ETF 16.6 18 -6 5.5 -1.8
PSCF Invesco S&P SmallCap Financials ETF 16.6 29 -17 10.2 +2.9
XJR iShares ESG Screened S&P Small-Cap ETF 16.4 12 0 7.7 +0.4
IJR iShares Core S&P Small Cap ETF 16.4 6 6 8.2 +0.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 16.4 3 9 8.2 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 16.3 4 8 5.7 -1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16.2 9 3 4.0 -3.4
SMDV ProShares Russell 2000 Dividend Growers ETF 16.1 40 -28 7.2 -0.1
ISCV iShares Morningstar Small Cap Value ETF 15.9 6 6 8.1 +0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 15.6 15 -3 8.2 +0.9
IJS iShares S&P Small-Cap 600 Value ETF 15.5 18 -6 9.3 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 15.5 15 -3 9.4 +2.0
VIOO Vanguard S&P Small-Cap 600 ETF 15.4 10 2 7.8 +0.4
ISCB iShares Morningstar Small-Cap ETF 15.2 4 8 5.3 -2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 15.0 29 -17 7.4 +0.0
DFAT Dimensional U.S. Targeted Value ETF 14.9 28 -16 8.2 +0.9
XSLV Invesco S&P SmallCap Low Volatility ETF 14.8 25 -13 6.9 -0.5
ROSC Hartford Multifactor Small Cap ETF 14.7 34 -22 10.1 +2.8
SSLY Syntax Stratified SmallCap ETF 14.4 40 -28 7.5 +0.1
RNSC Furst Trust Small Cap US Equity Select ETF 14.3 60 -48 8.4 +1.1
KRE SPDR S&P Regional Banking ETF 14.1 35 -23 11.6 +4.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 14.1 35 -23 7.5 +0.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 14.0 38 -26 6.7 -0.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 13.5 47 -35 9.8 +2.5
FSMD Fidelity Small-Mid Multifactor ETF 13.2 15 -3 7.6 +0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 13.1 12 0 7.8 +0.4
DFSV Dimensional US Small Cap Value ETF 13.0 31 -19 8.9 +1.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 12.6 15 -3 6.9 -0.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 12.6 15 -3 7.6 +0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 12.5 17 -5 5.4 -1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 12.2 39 -27 8.9 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 12.2 15 -3 8.7 +1.3
VBR Vanguard Small Cap Value ETF 12.1 7 5 8.2 +0.8
PSC Principal U.S. Small-Cap ETF 11.8 38 -26 6.6 -0.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 11.4 39 -27 9.4 +2.1
IWC iShares Micro-Cap ETF 11.1 60 -48 -4.3 -11.7
SLYG SPDR S&P 600 Small Cap Growth ETF 11.1 15 -3 7.1 -0.3
IJT iShares S&P Small-Cap 600 Growth ETF 11.0 18 -6 7.0 -0.3
AVUV Avantis U.S. Small Cap Value ETF 11.0 25 -13 10.0 +2.7
VB Vanguard Small-Cap ETF 10.8 5 7 5.4 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 10.7 6 6 2.5 -4.9
VTWG Vanguard Russell 2000 Growth ETF 10.6 15 -3 1.7 -5.6
IWO iShares Russell 2000 Growth ETF 10.6 24 -12 1.4 -5.9
SIXL ETC 6 Meridian Low Beta Equity ETF 10.4 80 -68 5.1 -2.3
KBWR Invesco KBW Regional Banking ETF 10.4 35 -23 10.5 +3.2
VXF Vanguard Extended Market ETF 10.2 6 6 3.9 -3.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 10.2 35 -23 9.0 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.7 80 -68 6.5 -0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 9.3 67 -55 9.2 +1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 8.9 15 -3 5.8 -1.6
EZM WisdomTree U.S. MidCap Fund 8.6 38 -26 8.1 +0.8
SQLV Royce Quant Small-Cap Quality Value ETF 8.5 60 -48 9.0 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.4 24 -12 7.8 +0.5
OSCV Opus Small Cap Value ETF 8.4 79 -67 6.4 -0.9
KBE SPDR S&P Bank ETF 8.4 35 -23 11.2 +3.8
AFSM First Trust Active Factor Small Cap ETF 8.4 75 -63 7.6 +0.3
NUSC Nuveen ESG Small-Cap ETF 8.0 31 -19 5.2 -2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 8.0 18 -6 8.2 +0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 8.0 15 -3 8.2 +0.9
SIXS ETC 6 Meridian Small Cap Equity ETF 7.8 89 -77 9.0 +1.7
JHSC John Hancock Multifactor Small Cap ETF 7.0 42 -30 6.2 -1.1
XSHQ Invesco S&P SmallCap Quality ETF 7.0 29 -17 10.1 +2.7
VFMV Vanguard U.S. Minimum Volatility ETF 6.9 13 -1 5.4 -2.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.8 7 5 5.7 -1.6
VFMF Vanguard U.S. Multifactor ETF 6.5 18 -6 8.7 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 6.5 15 -3 7.6 +0.3
AIRR First Trust RBA American Industrial Renaissance ETF 6.4 70 -58 5.3 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 6.4 71 -59 0.9 -6.5
RNMC First Trust Mid Cap US Equity Select ETF 6.3 60 -48 7.9 +0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 6.2 10 2 6.9 -0.4
SMCP AlphaMark Actively Managed Small Cap ETF 6.1 90 -78 6.8 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 6.1 60 -48 6.0 -1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.9 48 -36 5.6 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 5.9 23 -11 6.8 -0.6
SMDY Syntax Stratified MidCap ETF 5.9 35 -23 6.3 -1.0
FDM First Trust Dow Jones Select MicroCap Index Fund 5.9 60 -48 7.9 +0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.9 15 -3 7.1 -0.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.9 3 9 7.0 -0.4
IJH iShares Core S&P Mid-Cap ETF 5.8 5 7 6.9 -0.4
VFVA Vanguard U.S. Value Factor ETF 5.8 13 -1 10.6 +3.3
DHS WisdomTree U.S. High Dividend Fund 5.7 38 -26 8.8 +1.4
AFMC First Trust Active Factor Mid Cap ETF 5.6 65 -53 7.5 +0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 5.6 70 -58 9.2 +1.8
BFOR ALPS Barron's 400 ETF 5.6 65 -53 6.6 -0.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.5 25 -13 8.8 +1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 5.3 12 0 6.8 -0.5
DEEP Roundhill Acquirers Deep Value ETF 5.3 80 -68 15.3 +8.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.2 64 -52 2.1 -5.3
DON WisdomTree U.S. MidCap Dividend Fund 5.2 38 -26 8.6 +1.3
ETHO Etho Climate Leadership U.S. ETF 5.0 47 -35 4.1 -3.3
GVLU Gotham 1000 Value ETF 5.0 50 -38 7.4 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.9 15 -3 7.4 +0.1
VFQY Vanguard U.S. Quality Factor ETF 4.9 13 -1 7.2 -0.1
RWK Invesco S&P MidCap 400 Revenue ETF 4.7 39 -27 8.7 +1.3
VBK Vanguard Small-Cap Growth ETF 4.7 7 5 1.5 -5.9
XMLV Invesco S&P MidCap Low Volatility ETF 4.4 25 -13 6.8 -0.5
XSMO Invesco S&P SmallCap Momentum ETF 4.3 39 -27 7.8 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 4.1 17 -5 5.7 -1.7
DIV Global X SuperDividend US ETF 3.9 45 -33 7.8 +0.5
PPTY US Diversified Real Estate ETF 3.8 53 -41 6.7 -0.6
KIE SPDR S&P Insurance ETF 3.8 35 -23 6.7 -0.7
WCEO Hypatia Women CEO ETF 3.8 85 -73 5.2 -2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.8 25 -13 5.7 -1.7
FVD First Trust Value Line Dividend Index Fund 3.7 65 -53 6.0 -1.3
VFMO Vanguard U.S. Momentum Factor ETF 3.7 13 -1 2.8 -4.6
DFUV Dimensional US Marketwide Value ETF 3.7 22 -10 7.6 +0.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 3.7 36 -24 11.1 +3.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.6 40 -28 6.6 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 15 -3 6.4 -0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.3 29 -17 9.1 +1.8
SFYX SoFi Next 500 ETF 3.2 0 12 5.6 -1.8
JSML Janus Henderson Small Cap Growth Alpha ETF 3.2 30 -18 9.3 +2.0
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -77 4.8 -2.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.1 59 -47 8.5 +1.2
PSCI Invesco S&P SmallCap Industrials ETF 3.1 29 -17 6.0 -1.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 -23 10.5 +3.1
FTXO First Trust Nasdaq Bank ETF 3.1 60 -48 10.3 +2.9
EQAL Invesco Russell 1000 Equal Weight ETF 3.1 20 -8 6.0 -1.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.0 35 -23 7.2 -0.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.0 60 -48 1.2 -6.1
FRI First Trust S&P REIT Index Fund 3.0 50 -38 7.1 -0.3
KCE SPDR S&P Capital Markets ETF 3.0 35 -23 7.2 -0.1
IFRA iShares U.S. Infrastructure ETF 2.9 30 -18 6.3 -1.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.9 11 1 7.5 +0.2
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 -6 5.7 -1.7
KBWP Invesco KBW Property & Casualty Insurance ETF 2.8 35 -23 5.9 -1.4
RFV Invesco S&P Midcap 400 Pure Value ETF 2.8 35 -23 8.8 +1.5
USRT iShares Core U.S. REIT ETF 2.8 8 4 7.5 +0.2
FREL Fidelity MSCI Real Estate Index ETF 2.8 8 4 7.3 -0.1
DFAR Dimensional US Real Estate ETF 2.8 19 -7 7.4 +0.1
FIDU Fidelity MSCI Industrial Index ETF 2.8 8 4 4.7 -2.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.7 20 -8 8.0 +0.6
AVUS Avantis U.S. Equity ETF 2.7 15 -3 6.0 -1.3
VIS Vanguard Industrials ETF 2.7 10 2 4.5 -2.9
VNQ Vanguard Real Estate ETF 2.7 12 0 7.3 -0.1
SCHH Schwab U.S. REIT ETF 2.6 7 5 7.7 +0.3
IAT iShares U.S. Regional Banks ETF 2.6 40 -28 10.7 +3.3
RWR SPDR Dow Jones REIT ETF 2.6 25 -13 7.2 -0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 -15 8.4 +1.1
DSMC Distillate Small/Mid Cash Flow ETF 2.6 55 -43 11.8 +4.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.5 30 -18 12.3 +5.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.5 60 -48 9.5 +2.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -40 9.4 +2.0
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -94 8.9 +1.5
WDIV SPDR S&P Global Dividend ETF 2.5 40 -28 10.2 +2.9
PSCH Invesco S&P SmallCap Health Care ETF 2.4 29 -17 5.9 -1.4
RWO SPDR Dow Jones Global Real Estate ETF 2.4 50 -38 6.9 -0.4
WBIY WBI Power Factor High Dividend ETF 2.4 100 -88 11.0 +3.6
AUSF Global X Adaptive U.S. Factor ETF 2.4 27 -15 9.0 +1.6
CWS AdvisorShares Focused Equity ETF 2.4 84 -72 4.8 -2.5
CVAR Cultivar ETF 2.4 87 -75 6.9 -0.4
KOMP SPDR S&P Kensho New Economies Composite ETF 2.4 20 -8 2.1 -5.3
ONEY SPDR Russell 1000 Yield Focus ETF 2.3 20 -8 10.0 +2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 -18 7.6 +0.3
DFGR Dimensional Global Real Estate ETF 2.3 22 -10 7.1 -0.3
SCHM Schwab U.S. Mid-Cap ETF 2.3 4 8 6.3 -1.0
QQQS Invesco NASDAQ Future Gen 200 ETF 2.3 20 -8 -7.8 -15.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 -12 8.0 +0.6
SDY SPDR S&P Dividend ETF 2.3 35 -23 6.3 -1.1
KBWD Invesco KBW High Dividend Yield Financial ETF 2.3 384 -372 8.5 +1.1
CALF Pacer US Small Cap Cash Cows 100 ETF 2.3 59 -47 11.1 +3.7
ERET iShares Environmentally Aware Real Estate ETF 2.3 30 -18 7.3 -0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.3 52 -40 6.3 -1.0
REET iShares Global REIT ETF 2.2 14 -2 7.1 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 2.2 25 -13 7.1 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 2.2 37 -25 4.8 -2.5
XMHQ Invesco S&P MidCap Quality ETF 2.2 25 -13 7.0 -0.4
SMMD iShares Russell 2500 ETF 2.2 15 -3 6.0 -1.3
FUTY Fidelity MSCI Utilities Index ETF 2.2 8 4 6.3 -1.1
VUSE Vident U.S. Equity Strategy ETF 2.1 50 -38 3.6 -3.7
VPU Vanguard Utilities ETF 2.1 10 2 6.2 -1.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -83 1.7 -5.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.0 75 -63 5.4 -2.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.0 56 -44 13.9 +6.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -58 1.8 -5.5
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 -16 6.5 -0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 -17 6.3 -1.1
HKND Humankind US Stock ETF 1.9 11 1 7.0 -0.4
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 0 8.4 +1.0
RDOG ALPS REIT Dividend Dogs ETF 1.9 35 -23 17.1 +9.8
VLU SPDR S&P 1500 Value Tilt ETF 1.8 12 0 7.1 -0.2
HLGE Hartford Longevity Economy ETF 1.8 44 -32 6.6 -0.8
PKW Invesco Buyback Achievers ETF 1.8 62 -50 7.1 -0.3
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 -10 5.2 -2.2
PSCT Invesco S&P SmallCap Information Technology ETF 1.8 29 -17 6.5 -0.9
MGMT Ballast Small/Mid Cap ETF 1.7 110 -98 7.8 +0.5
DFAU Dimensional US Core Equity Market ETF 1.7 12 0 5.4 -2.0
VGT Vanguard Information Technology ETF 1.7 10 2 4.7 -2.7
VAW Vanguard Materials ETF 1.7 10 2 6.5 -0.9
FNCL Fidelity MSCI Financials Index ETF 1.7 8 4 6.5 -0.9
FMAT Fidelity MSCI Materials Index ETF 1.7 8 4 6.6 -0.8
VFH Vanguard Financials ETF 1.7 10 2 6.4 -0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.7 60 -48 5.7 -1.7
SYLD Cambria Shareholder Yield ETF 1.7 59 -47 11.5 +4.2
FHLC Fidelity MSCI Health Care Index ETF 1.6 8 4 5.9 -1.5
XMVM Invesco S&P MidCap Value with Momentum ETF 1.6 39 -27 10.8 +3.4
QDF FlexShares Quality Dividend Index Fund 1.6 37 -25 5.0 -2.3
AVRE Avantis Real Estate ETF 1.6 17 -5 6.6 -0.7
BLDG Cambria Global Real Estate ETF 1.6 60 -48 9.4 +2.0
VHT Vanguard Health Care ETF 1.6 10 2 5.7 -1.7
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.6 35 -23 20.0 +12.7
FDIV MarketDesk Focused U.S. Dividend ETF 1.6 35 -23 8.8 +1.4
IWS iShares Russell Mid-Cap Value ETF 1.6 23 -11 6.6 -0.7
PAVE Global X U.S. Infrastructure Development ETF 1.6 47 -35 5.7 -1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.6 8 4 4.9 -2.5
DVY iShares Select Dividend ETF 1.6 38 -26 9.1 +1.8
IAK iShares U.S. Insurance ETF 1.5 40 -28 6.3 -1.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.5 15 -3 5.8 -1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 1.5 17 -5 5.8 -1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.5 18 -6 7.6 +0.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 -9 3.9 -3.5
SCHD Schwab US Dividend Equity ETF 1.5 6 6 9.6 +2.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.5 60 -48 6.7 -0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.5 30 -18 8.0 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 9 5.1 -2.2
GQRE FlexShares Global Quality Real Estate Index Fund 1.5 45 -33 6.9 -0.5
RIET Hoya Capital High Dividend Yield ETF 1.5 50 -38 14.5 +7.2
FTEC Fidelity MSCI Information Technology Index ETF 1.5 8 4 4.8 -2.6
ZIG Acquirers Fund 1.5 84 -72 14.1 +6.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -44 6.3 -1.1
VCR Vanguard Consumer Discretionary ETF 1.4 10 2 4.7 -2.6
IWV iShares Russell 3000 ETF 1.4 20 -8 5.0 -2.3
VTHR Vanguard Russell 3000 ETF 1.4 10 2 5.1 -2.3
TMDV ProShares Russell US Dividend Growers ETF 1.4 35 -23 6.5 -0.9
VTI Vanguard Total Stock Market ETF 1.4 3 9 5.1 -2.3
TXS Texas Capital Texas Equity Index ETF 1.4 49 -37 5.6 -1.8
SCHB Schwab U.S. Broad Market ETF 1.4 3 9 5.2 -2.1
HOMZ Hoya Capital Housing ETF 1.4 30 -18 8.1 +0.8
KRUZ Unusual Whales Subversive Republican Trading ETF 1.4 75 -63 4.9 -2.4
FLRG Fidelity U.S. Multifactor ETF 1.3 15 -3 7.7 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 -27 7.3 -0.1
REZ iShares Residential and Multisector Real Estate ETF 1.3 48 -36 6.3 -1.1
DEUS Xtrackers Russell US Multifactor ETF 1.3 17 -5 7.1 -0.3
DFUS Dimensional U.S. Equity ETF 1.3 9 3 5.1 -2.2
DEW WisdomTree Global High Dividend Fund 1.3 58 -46 9.1 +1.8
VYM Vanguard High Dividend Yield Index ETF 1.3 6 6 7.3 -0.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.3 61 -49 6.2 -1.2
TPYP Tortoise North American Pipeline Fund 1.3 40 -28 5.3 -2.0
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.3 29 -17 10.9 +3.6
STCE Schwab Crypto Thematic ETF 1.3 30 -18 -8.0 -15.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.3 60 -48 6.4 -0.9
IWR iShares Russell Midcap ETF 1.2 19 -7 5.7 -1.7
ESGV Vanguard ESG U.S. Stock ETF 1.2 9 3 5.1 -2.3
DBLV AdvisorShares DoubleLine Value Equity ETF 1.2 90 -78 7.5 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 -3 10.1 +2.8
ROOF IQ CBRE NextGen Real Estate ETF 1.2 60 -48 7.9 +0.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.2 29 -17 6.1 -1.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 3 9 5.4 -1.9
ROUS Hartford Multifactor US Equity ETF 1.2 19 -7 6.4 -0.9
XHE SPDR S&P Health Care Equipment ETF 1.2 35 -23 0.6 -6.7
GINN Goldman Sachs Innovate Equity ETF 1.2 52 -40 2.7 -4.6
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 -37 6.3 -1.0
VAMO Cambria Value & Momentum ETF 1.2 61 -49 9.6 +2.3
USVT US Value ETF 1.2 49 -37 11.3 +4.0
MILN Global X Millennial Consumer ETF 1.1 50 -38 2.4 -4.9
EMLP First Trust North American Energy Infrastructure Fund 1.1 95 -83 5.4 -2.0
ECML Euclidean Fundamental Value ETF 1.1 95 -83 8.7 +1.3
PSCM Invesco S&P SmallCap Materials ETF 1.1 29 -17 8.8 +1.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.1 20 -8 7.1 -0.2
PFI Invesco Dorsey Wright Financial Momentum ETF 1.1 60 -48 6.2 -1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 -26 6.7 -0.6
XSW SPDR S&P Software & Services ETF 1.0 35 -23 2.9 -4.5
FDL First Trust Morningstar Dividend Leaders Index Fund 1.0 45 -33 9.7 +2.4
VDC Vanguard Consumer Staples ETF 1.0 10 2 6.0 -1.4
FXO First Trust Financials AlphaDEX Fund 1.0 62 -50 9.2 +1.9
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 -33 3.3 -4.0
FCOM Fidelity MSCI Communication Services Index ETF 1.0 8 4 4.8 -2.5
NETL NETLease Corporate Real Estate ETF 1.0 60 -48 9.7 +2.3
VOX Vanguard Communication Services ETF 1.0 10 2 5.1 -2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -67 6.2 -1.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.0 8 4 5.9 -1.4
ECLN First Trust EIP Carbon Impact ETF 1.0 96 -84 5.3 -2.1
CRED Columbia Research Enhanced Real Estate ETF 1.0 33 -21 7.7 +0.3
FCPI Fidelity Stocks for Inflation ETF 1.0 15 -3 8.6 +1.3
VRAI Virtus Real Asset Income ETF 1.0 55 -43 8.6 +1.2
BTEC Principal Healthcare Innovators ETF 0.9 42 -30 -5.3 -12.6
EMFQ Amplify Emerging Markets FinTech ETF 0.9 69 -57 5.4 -1.9
PSP Invesco Global Listed Private Equity ETF 0.9 106 -94 9.1 +1.8
TMFX Motley Fool Next Index ETF 0.9 50 -38 3.4 -4.0
MBOX Freedom Day Dividend ETF 0.9 39 -27 7.7 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.9 39 -27 10.6 +3.3
VIG Vanguard Dividend Appreciation ETF 0.9 6 6 5.8 -1.5
PFM Invesco Dividend Achievers ETF 0.9 53 -41 5.7 -1.7
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 -38 9.6 +2.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.9 15 -3 6.9 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 0.9 100 -88 4.4 -2.9
DIVB iShares Core Dividend ETF 0.9 5 7 8.0 +0.7
HDUS Hartford Disciplined US Equity ETF 0.9 19 -7 6.2 -1.1
IHF iShares U.S. Healthcare Providers ETF 0.8 40 -28 6.0 -1.4
AGNG Global X Aging Population ETF 0.8 50 -38 4.1 -3.2
IGV iShares Expanded Tech-Software Sector ETF 0.8 41 -29 3.3 -4.0
XHS SPDR S&P Health Care Services ETF 0.8 35 -23 5.8 -1.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 -7 0.9 -6.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.8 15 -3 7.0 -0.3
IUSV iShares Core S&P US Value ETF 0.8 4 8 6.8 -0.5
DFNV Donoghue Forlines Innovation ETF 0.8 69 -57 5.0 -2.3
PHO Invesco Water Resources ETF 0.8 60 -48 4.3 -3.1
IQRA IQ CBRE Real Assets ETF 0.8 65 -53 5.9 -1.4
FINX Global X FinTech ETF 0.8 68 -56 3.2 -4.1
FXU First Trust Utilities AlphaDEX Fund 0.8 64 -52 6.2 -1.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.8 60 -48 6.2 -1.2
IHI iShares U.S. Medical Devices ETF 0.8 40 -28 3.8 -3.5
IGM iShares Expanded Tech Sector ETF 0.8 41 -29 4.5 -2.8
IDU iShares U.S. Utilities ETF 0.8 40 -28 5.5 -1.8
ABEQ Absolute Select Value ETF 0.7 85 -73 4.7 -2.7
DGRO iShares Core Dividend Growth ETF 0.7 8 4 6.5 -0.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.7 60 -48 8.0 +0.6
FITE SPDR S&P Kensho Future Security ETF 0.7 45 -33 3.0 -4.3
VT Vanguard Total World Stock ETF 0.7 7 5 5.8 -1.5
XPH SPDR S&P Pharmaceuticals ETF 0.7 35 -23 5.1 -2.3
IHE iShares U.S. Pharmaceuticals ETF 0.7 40 -28 8.3 +1.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 0 4.5 -2.8
IYR iShares U.S. Real Estate ETF 0.7 40 -28 7.2 -0.1
IEDI iShares U.S. Consumer Focused ETF 0.7 18 -6 5.0 -2.4
HAUS Residential REIT ETF 0.7 60 -48 6.0 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 0.7 12 0 5.7 -1.6
FPRO Fidelity Real Estate Investment ETF 0.7 59 -47 6.1 -1.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.7 25 -13 7.1 -0.2
NURE Nuveen Short-Term REIT ETF 0.7 35 -23 5.9 -1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.7 50 -38 5.8 -1.5
FIW First Trust Water ETF 0.7 53 -41 4.5 -2.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.7 35 -23 9.9 +2.6
VSDA VictoryShares Dividend Accelerator ETF 0.7 35 -23 6.1 -1.3
SRET Global X SuperDividend REIT ETF 0.7 59 -47 10.1 +2.8
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -30 6.6 -0.7
XTN SPDR S&P Transportation ETF 0.6 35 -23 1.0 -6.4
NVIR Horizon Kinetics Energy and Remediation ETF 0.6 85 -73 1.9 -5.4
AQWA Global X Clean Water ETF 0.6 50 -38 4.3 -3.1
TTAC FCF US Quality ETF 0.6 59 -47 6.5 -0.8
PXE Invesco Energy Exploration & Production ETF 0.6 60 -48 11.2 +3.9
PJP Invesco Pharmaceuticals ETF 0.6 57 -45 7.4 +0.1
SCAP InfraCap Small Cap Income ETF 0.6 135 -123 7.2 -0.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.6 46 -34 5.6 -1.8
STXV Strive 1000 Value ETF 0.6 18 -6 7.8 +0.5
XTL SPDR S&P Telecom ETF 0.6 35 -23 6.6 -0.8
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -60 6.3 -1.0
CGW Invesco S&P Global Water Index ETF 0.6 57 -45 3.8 -3.6
VONV Vanguard Russell 1000 Value ETF 0.6 8 4 6.7 -0.6
RNEW VanEck Green Infrastructure ETF 0.6 45 -33 -0.4 -7.8
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 -35 5.2 -2.1
IWD iShares Russell 1000 Value ETF 0.6 19 -7 6.6 -0.8
IYT iShares US Transportation ETF 0.6 40 -28 2.1 -5.2
SHPP Pacer Industrials and Logistics ETF 0.6 60 -48 8.9 +1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 -3 6.0 -1.3
COWZ Pacer US Cash Cows 100 ETF 0.5 49 -37 11.0 +3.6
FCG First Trust Natural Gas ETF 0.5 60 -48 9.2 +1.9
CCSO Carbon Collective Climate Solutions US Equity ETF 0.5 35 -23 2.3 -5.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 0.5 60 -48 4.7 -2.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.5 45 -33 6.1 -1.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -63 3.8 -3.6
XRT SPDR S&P Retail ETF 0.5 35 -23 8.8 +1.5
EBLU Ecofin Global Water ESG Fund 0.5 40 -28 3.9 -3.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.5 52 -40 7.0 -0.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 -3 6.3 -1.1
CSMD Congress SMid Growth ETF 0.5 69 -57 4.2 -3.2
SAGP Strategas Global Policy Opportunities ETF 0.5 65 -53 4.5 -2.8
TRFM AAM Transformers ETF 0.5 49 -37 1.2 -6.1
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -43 6.2 -1.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 -13 11.1 +3.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.5 40 -28 5.5 -1.8
REVS Columbia Research Enhanced Value ETF 0.5 19 -7 7.7 +0.4
FPX First Trust US Equity Opportunities ETF 0.5 61 -49 0.6 -6.7
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.5 69 -57 8.3 +1.0
PRN Invesco Dorsey Wright Industrials Momentum ETF 0.5 60 -48 5.1 -2.2
ARB AltShares Merger Arbitrage ETF 0.5 77 -65 -0.2 -7.5
SHLD Global X Defense Tech ETF 0.4 50 -38 4.8 -2.5
IYY iShares Dow Jones U.S. ETF 0.4 20 -8 5.1 -2.3
SRHQ SRH U.S. Quality ETF 0.4 35 -23 8.0 +0.7
FXH First Trust Health Care AlphaDEX Fund 0.4 62 -50 7.1 -0.3
IYH iShares U.S. Healthcare ETF 0.4 40 -28 6.2 -1.1
IBB iShares Biotechnology ETF 0.4 45 -33 0.9 -6.5
WTRE WisdomTree New Economy Real Estate Fund 0.4 58 -46 5.0 -2.3
IYC iShares U.S. Consumer Discretionary ETF 0.4 40 -28 3.8 -3.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.4 60 -48 9.1 +1.8
IYG iShares US Financial Services ETF 0.4 40 -28 5.8 -1.6
ROKT SPDR S&P Kensho Final Frontiers ETF 0.4 45 -33 -0.6 -7.9
TMFS Motley Fool Small-Cap Growth ETF 0.4 85 -73 3.6 -3.8
PPA Invesco Aerospace & Defense ETF 0.4 58 -46 3.5 -3.8
FIVG Defiance Next Gen Connectivity ETF 0.4 30 -18 6.7 -0.6
XAR SPDR S&P Aerospace & Defense ETF 0.4 35 -23 -1.2 -8.5
XBI SPDR S&P BIOTECH ETF 0.4 35 -23 -1.4 -8.7
REAI Intelligent Real Estate ETF 0.4 59 -47 7.4 +0.0
FXG First Trust Consumer Staples AlphaDEX Fund 0.4 63 -51 6.5 -0.8
KCAL Subversive Food Security ETF 0.4 75 -63 0.0 -7.3
MISL First Trust Indxx Aerospace & Defense ETF 0.4 60 -48 3.4 -3.9
BBP Virtus LifeSci Biotech Products ETF 0.4 79 -67 -4.8 -12.1
IPDP Dividend Performers ETF 0.4 122 -110 4.9 -2.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.4 60 -48 -3.6 -10.9
IUS Invesco RAFI Strategic US ETF 0.4 19 -7 7.3 -0.1
CGV Conductor Global Equity Value ETF 0.4 130 -118 11.3 +4.0
ITA iShares U.S. Aerospace & Defense ETF 0.4 40 -28 2.8 -4.6
PICK iShares MSCI Global Metals & Mining Producers ETF 0.3 39 -27 11.0 +3.6
VEGI iShares MSCI Agriculture Producers ETF 0.3 39 -27 9.2 +1.9
SKYY First Trust Cloud Computing ETF 0.3 60 -48 3.5 -3.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.3 85 -73 4.9 -2.5
ACTV LeaderShares Activist Leaders ETF 0.3 75 -63 8.1 +0.7
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.3 75 -63 1.6 -5.8
JPRE JPMorgan Realty Income ETF 0.3 50 -38 6.9 -0.5
HDV iShares Core High Dividend ETF 0.3 8 4 8.1 +0.7
GLIF AGF Global Infrastructure ETF 0.3 45 -33 5.5 -1.9
CSD Invesco S&P Spin-Off ETF 0.3 65 -53 7.9 +0.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.3 68 -56 1.1 -6.2
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -50 3.7 -3.7
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 0 4.8 -2.5
QGRO American Century U.S. Quality Growth ETF 0.3 29 -17 5.8 -1.5
VONE Vanguard Russell 1000 ETF 0.3 8 4 5.2 -2.1
FIXT Procure Disaster Recovery Strategy ETF 0.3 75 -63 5.7 -1.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 -28 4.1 -3.2
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 -35 4.8 -2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 3 5.7 -1.6
IYJ iShares U.S. Industrials ETF 0.3 40 -28 4.8 -2.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.3 61 -49 5.0 -2.3
ITAN Sparkline Intangible Value ETF 0.3 50 -38 6.2 -1.2
IWB iShares Russell 1000 ETF 0.3 15 -3 5.1 -2.2
PBW Invesco WilderHill Clean Energy ETF 0.3 66 -54 -19.8 -27.2
EVX VanEck Environmental Services ETF 0.3 55 -43 2.9 -4.4
BMED Future Health ETF 0.3 85 -73 0.2 -7.1
XITK SPDR FactSet Innovative Technology ETF 0.3 45 -33 2.7 -4.7
VALQ American Century U.S. Quality Value ETF 0.3 29 -17 7.4 +0.1
IZRL ARK Israel Innovative Technology ETF 0.3 49 -37 1.5 -5.9
XMMO Invesco S&P MidCap Momentum ETF 0.3 34 -22 5.1 -2.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.3 45 -33 -3.3 -10.6
IYK iShares U.S. Consumer Staples ETF 0.3 40 -28 6.4 -0.9
SBIO ALPS Medical Breakthroughs ETF 0.3 50 -38 -4.8 -12.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.3 11 1 5.2 -2.1
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 -11 3.8 -3.5
OCEN IQ Clean Oceans ETF 0.3 45 -33 5.3 -2.1
REM iShares Mortgage Real Estate ETF 0.3 48 -36 14.5 +7.1
FDHT Fidelity Digital Health ETF 0.3 39 -27 -2.4 -9.8
RITA ETFB Green SRI REITs ETF 0.3 50 -38 6.0 -1.4
IVES Wedbush ETFMG Global Cloud Technology ETF 0.3 68 -56 1.4 -5.9
XT iShares Exponential Technologies ETF 0.3 46 -34 3.9 -3.5
AIEQ AI Powered Equity ETF 0.3 75 -63 6.1 -1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 0.3 45 -33 -2.0 -9.4
ISRA VanEck Israel ETF 0.3 59 -47 8.9 +1.6
CLOU Global X Cloud Computing ETF 0.3 68 -56 2.1 -5.3
SLX VanEck Steel ETF 0.3 56 -44 20.6 +13.3
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -35 -5.0 -12.3
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -48 3.8 -3.6
PNQI Invesco NASDAQ Internet ETF 0.2 60 -48 2.6 -4.7
SCHK Schwab 1000 Index ETF 0.2 5 7 5.3 -2.1
WCLD WisdomTree Cloud Computing Fund 0.2 45 -33 1.5 -5.8
XME SPDR S&P Metals & Mining ETF 0.2 35 -23 7.2 -0.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 -16 6.2 -1.2
PBJ Invesco Food & Beverage ETF 0.2 57 -45 5.4 -1.9
PXI Invesco Dorsey Wright Energy Momentum ETF 0.2 60 -48 7.2 -0.1
ITB iShares U.S. Home Construction ETF 0.2 40 -28 10.8 +3.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.2 58 -46 4.6 -2.8
CIBR First Trust NASDAQ Cybersecurity ETF 0.2 60 -48 3.9 -3.4
VDE Vanguard Energy ETF 0.2 10 2 6.8 -0.5
HART IQ Healthy Hearts ETF 0.2 45 -33 5.3 -2.0
VIRS Pacer BioThreat Strategy ETF 0.2 70 -58 6.0 -1.4
BLOK Amplify Transformational Data Sharing ETF 0.2 75 -63 1.1 -6.2
SNSR Global X Internet of Things ETF 0.2 68 -56 4.3 -3.1
FENY Fidelity MSCI Energy Index ETF 0.2 8 4 6.8 -0.5
GWX SPDR S&P International Small Cap ETF 0.2 40 -28 6.6 -0.8
SDIV Global X Superdividend ETF 0.2 58 -46 17.6 +10.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 -2 5.4 -2.0
TRFK Pacer Data and Digital Revolution ETF 0.2 60 -48 4.0 -3.3
UTES Virtus Reaves Utilities ETF 0.2 49 -37 5.7 -1.7
DSI iShares MSCI KLD 400 Social ETF 0.2 25 -13 5.1 -2.2
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.2 35 -23 -0.9 -8.2
FVAL Fidelity Value Factor ETF 0.2 15 -3 7.5 +0.1
IEZ iShares U.S. Oil Equipment & Services ETF 0.2 40 -28 2.3 -5.1
RECS Columbia Research Enhanced Core ETF 0.2 15 -3 5.6 -1.7
FQAL Fidelity Quality Factor ETF 0.2 15 -3 5.9 -1.4
FTAG First Trust Indxx Global Agriculture ETF 0.2 70 -58 9.1 +1.8
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.2 75 -63 7.8 +0.5
FCLD Fidelity Cloud Computing ETF 0.2 39 -27 2.4 -5.0
JAVA JPMorgan Active Value ETF 0.2 44 -32 6.3 -1.0
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 -17 7.2 -0.2
ICAP InfraCap Equity Income Fund ETF 0.2 171 -159 6.8 -0.5
QVAL Alpha Architect US Quantitative Value ETF 0.2 39 -27 11.1 +3.8
CNRG SPDR S&P Kensho Clean Power ETF 0.2 45 -33 -7.5 -14.8
FTXR First Trust Nasdaq Transportation ETF 0.2 60 -48 5.1 -2.3
ROBO ROBO Global Robotics & Automation Index ETF 0.2 95 -83 2.8 -4.5
FTXL First Trust Nasdaq Semiconductor ETF 0.2 60 -48 6.1 -1.3
SMOG VanEck Low Carbon Energy ETF 0.2 61 -49 3.0 -4.3
FXZ First Trust Materials AlphaDEX Fund 0.2 61 -49 10.2 +2.9
IYM iShares U.S. Basic Materials ETF 0.2 40 -28 6.7 -0.6
MEDI Harbor Health Care ETF 0.2 80 -68 0.9 -6.5
IGE iShares North American Natural Resources ETF 0.2 41 -29 6.4 -1.0
PAWZ ProShares Pet Care ETF 0.2 50 -38 4.0 -3.4
PPH VanEck Pharmaceutical ETF 0.2 36 -24 8.8 +1.5
FOVL iShares Focused Value Factor ETF 0.2 25 -13 10.1 +2.8
FXL First Trust Technology AlphaDEX Fund 0.2 61 -49 4.1 -3.3
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.2 45 -33 6.2 -1.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.2 75 -63 6.6 -0.7
DIVY Sound Equity Dividend Income ETF 0.2 45 -33 10.5 +3.1
PEXL Pacer US Export Leaders ETF 0.2 60 -48 5.1 -2.2
CBSE Clough Select Equity ETF 0.2 85 -73 -2.3 -9.6
GLRY Inspire Faithward Mid Cap Momentum ETF 0.2 80 -68 8.0 +0.7
DURA VanEck Durable High Dividend ETF 0.2 29 -17 7.3 -0.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -46 -0.3 -7.6
FDWM Fidelity Women's Leadership ETF 0.2 59 -47 4.8 -2.6
IDRV iShares Self-driving EV & Tech ETF 0.2 47 -35 -0.5 -7.9
GDIV Harbor Dividend Growth Leaders ETF 0.2 50 -38 6.0 -1.3
SPAM Themes Cybersecurity ETF 0.2 35 -23 2.0 -5.4
IHAK iShares Cybersecurity & Tech ETF 0.2 47 -35 3.2 -4.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 -35 5.9 -1.4
DRIV Global X Autonomous & Electric Vehicles ETF 0.2 68 -56 3.4 -4.0
PRAY FIS Christian Stock Fund 0.2 69 -57 5.9 -1.5
EATV VegTech Plant-based Innovation & Climate ETF 0.2 75 -63 1.0 -6.3
PKB Invesco Building & Construction ETF 0.2 62 -50 7.7 +0.4
XSD SPDR S&P Semiconductor ETF 0.2 35 -23 5.1 -2.3
GURU Global X Guru Index ETF 0.2 75 -63 2.5 -4.8
RUNN Running Oak Efficient Growth ETF 0.2 58 -46 4.8 -2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.2 15 -3 4.9 -2.4
DAT ProShares Big Data Refiners ETF 0.2 58 -46 1.4 -6.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 -7 6.5 -0.8
IVEG iShares Emergent Food and AgTech Multisector ETF 0.2 47 -35 8.3 +0.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.2 45 -33 4.9 -2.4
SUPL ProShares Supply Chain Logistics ETF 0.2 58 -46 13.1 +5.7
MAKX ProShares S&P Kensho Smart Factories ETF 0.2 58 -46 0.4 -6.9
YOLO AdvisorShares Pure Cannabis ETF 0.1 103 -91 -27.6 -34.9
BCDF Horizon Kinetics Blockchain Development ETF 0.1 85 -73 -0.7 -8.1
TOKE Cambria Cannabis ETF 0.1 42 -30 -6.2 -13.5
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.1 75 -63 -35.0 -42.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.1 68 -56 5.3 -2.1
MJUS ETFMG U.S. Alternative Harvest ETF 0.1 76 -64 -0.5 -7.9
EIS iShares MSCI Israel ETF 0.1 58 -46 9.5 +2.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -58 4.6 -2.8
COWS Amplify Cash Flow Dividend Leaders ETF 0.1 0 12 10.6 +3.3
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.1 60 -48 3.9 -3.5
INDS Pacer Industrial Real Estate ETF 0.1 55 -43 6.2 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.1 4 8 6.1 -1.2
IYF iShares U.S. Financials ETF 0.1 40 -28 6.3 -1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.1 75 -63 6.7 -0.7
IYZ iShares U.S. Telecommunications ETF 0.1 40 -28 8.3 +1.0
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 8 4.6 -2.7
BUG Global X Cybersecurity ETF 0.1 51 -39 2.4 -4.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.1 41 -29 8.8 +1.4
EDOC Global X Telemedicine & Digital Health ETF Registered 0.1 68 -56 -5.5 -12.8
AHOY Newday Ocean Health ETF 0.1 75 -63 5.6 -1.7
BNE Blue Horizon BNE ETF 0.1 87 -75 5.0 -2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.1 65 -53 1.6 -5.7
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -57 2.3 -5.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -53 7.7 +0.3
FTXG First Trust Nasdaq Food & Beverage ETF 0.1 60 -48 6.3 -1.0
QTUM Defiance Quantum ETF 0.1 40 -28 3.9 -3.4
WFH Direxion Work From Home ETF 0.1 45 -33 0.0 -7.3
IWFH iShares Virtual Work and Life Multisector ETF 0.1 47 -35 -3.5 -10.8
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -47 4.9 -2.4
BRF VanEck Brazil Small-Cap ETF 0.1 66 -54 7.9 +0.6
RSHO Tema American Reshoring ETF 0.1 75 -63 3.6 -3.7
FBT First Trust NYSE Arca Biotechnology Index Fund 0.1 56 -44 0.1 -7.3
OIH VanEck Oil Services ETF 0.1 35 -23 2.1 -5.3
BYRE Principal Real Estate Active Opportunities ETF 0.1 65 -53 6.3 -1.1
XHB SPDR S&P Homebuilders ETF 0.1 35 -23 8.6 +1.3
FAN First Trust Global Wind Energy ETF 0.1 60 -48 5.5 -1.8
IYW iShares U.S. Technology ETF 0.1 40 -28 4.5 -2.9
MORT VanEck Mortgage REIT Income ETF 0.1 43 -31 13.7 +6.3
UFO Procure Space ETF 0.1 75 -63 -4.0 -11.3
EINC VanEck Energy Income ETF 0.1 48 -36 4.5 -2.8
MLPX Global X MLP & Energy Infrastructure ETF 0.1 45 -33 4.7 -2.7
PXJ Invesco Oil & Gas Services ETF 0.1 63 -51 2.8 -4.5
USAI Pacer American Energy Independence ETF 0.1 75 -63 4.1 -3.2
MOTO SmartETFs Smart Transportation & Technology ETF 0.1 68 -56 6.6 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 -8 5.1 -2.3
PEJ Invesco Leisure and Entertainment ETF 0.1 58 -46 0.4 -6.9
PSI Invesco Semiconductors ETF 0.1 57 -45 5.1 -2.2
CRAK VanEck Oil Refiners ETF 0.1 61 -49 13.1 +5.7
PSR Invesco Active U.S. Real Estate Fund 0.1 35 -23 7.8 +0.5
WOOD iShares Global Timber & Forestry ETF 0.1 42 -30 9.6 +2.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.1 40 -28 8.8 +1.5
SPRE SP Funds S&P Global REIT Sharia ETF 0.1 55 -43 5.4 -1.9
XOP SPDR S&P Oil & Gas Exploration & Production ETF 0.1 35 -23 10.0 +2.6
IQM Franklin Intelligent Machines ETF 0.1 50 -38 3.1 -4.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.1 46 -34 8.8 +1.5
CUT Invesco MSCI Global Timber ETF 0.1 61 -49 8.6 +1.2
CLOD Themes Cloud Computing ETF 0.1 35 -23 3.7 -3.7
BKWO BNY Mellon Women's Opportunities ETF 0.1 50 -38 3.8 -3.5
BEDZ AdvisorShares Hotel ETF 0.1 100 -88 2.9 -4.5
CRUZ Defiance Hotel Airline and Cruise ETF 0.1 45 -33 -4.9 -12.3
ICF iShares Cohen & Steers REIT ETF 0.1 33 -21 7.0 -0.4
BOAT SonicShares Global Shipping ETF 0.1 69 -57 29.1 +21.8
SEA U.S. Global Sea to Sky Cargo ETF 0.1 60 -48 24.1 +16.7
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 0.1 80 -68 14.2 +6.8
GXG Global X MSCI Colombia ETF 0.1 62 -50 15.2 +7.9
PRNT 3D Printing ETF 0.1 66 -54 -4.1 -11.4
OALC OneAscent Large Cap Core ETF 0.1 86 -74 5.9 -1.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 -6 4.4 -2.9
IBOT Vaneck Robotics ETF 0.1 47 -35 3.7 -3.6
PGJ Invesco Golden Dragon China ETF 0.1 70 -58 4.9 -2.4
AVES Avantis Emerging Markets Value ETF 0.1 36 -24 12.1 +4.7
DINT Davis Select International ETF 0.1 55 -43 4.7 -2.6
DWLD Davis Select Worldwide ETF 0.1 63 -51 5.6 -1.7
CNCR Range Cancer Therapeutics ETF 0.1 79 -67 -32.7 -40.0
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.1 79 -67 -9.7 -17.0
CGGR Capital Group Growth ETF 0.1 39 -27 3.5 -3.9
BUL Pacer US Cash Cows Growth ETF 0.1 60 -48 7.5 +0.2
STXD Strive 1000 Dividend Growth ETF 0.1 35 -23 5.5 -1.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 -21 9.1 +1.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.1 35 -23 5.7 -1.7
BATT Amplify Lithium & Battery Technology ETF 0.1 59 -47 2.9 -4.4
EV Mast Global Battery Recycling & Production ETF 0.1 65 -53 12.8 +5.4
LIT Global X Lithium & Battery Tech ETF 0.1 75 -63 10.2 +2.9
TMFM Motley Fool Mid-Cap Growth ETF 0.1 85 -73 3.3 -4.0
EPU iShares MSCI Peru and Global Exposure ETF 0.1 59 -47 5.5 -1.9
TINT ProShares Smart Materials ETF 0.1 58 -46 5.6 -1.7
HAPY Harbor Human Capital Factor Unconstrained ETF 0.1 50 -38 4.8 -2.6
GXC SPDR S&P China ETF 0.1 59 -47 9.0 +1.7
STXG Strive 1000 Growth ETF 0.1 18 -6 4.2 -3.1
WDNA WisdomTree BioRevolution Fund 0.1 45 -33 -4.5 -11.9
BECO BlackRock Future Climate and Sustainable Economy ETF 0.1 70 -58 13.7 +6.4
AWAY ETFMG Travel Tech ETF 0.1 76 -64 -4.1 -11.5
IPO Renaissance IPO ETF 0.1 60 -48 -3.2 -10.6
MOON Direxion Moonshot Innovators ETF 0.1 65 -53 0.0 -7.3
GGME Invesco Next Gen Media and Gaming ETF 0.1 60 -48 4.1 -3.3
LUXX Roundhill S&P Global Luxury ETF 0.1 45 -33 2.7 -4.6
FDN First Trust Dow Jones Internet Index Fund 0.1 52 -40 1.5 -5.9
FILL iShares MSCI Global Energy Producers ETF 0.1 39 -27 9.0 +1.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.1 75 -63 5.2 -2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -38 4.7 -2.6
CGUS Capital Group Core Equity ETF 0.1 33 -21 4.7 -2.7
AIQ Global X Artificial Intelligence & Technology ETF 0.1 68 -56 4.2 -3.2
PBE Invesco Biotechnology & Genome ETF 0.1 58 -46 0.7 -6.7
ARKQ ARK Autonomous Technology & Robotics ETF 0.1 75 -63 1.6 -5.7
ARKX ARK Space Exploration & Innovation ETF 0.1 75 -63 1.7 -5.6
KNCT Invesco Next Gen Connectivity ETF 0.1 40 -28 5.9 -1.5
SRVR Pacer Data & Infrastructure Real Estate ETF 0.1 55 -43 2.9 -4.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.1 49 -37 4.8 -2.6
PINK Simplify Health Care ETF 0.1 50 -38 3.3 -4.0
LRGF iShares U.S. Equity Factor ETF 0.1 8 4 5.8 -1.5
WCBR WisdomTree Cybersecurity Fund 0.1 45 -33 1.9 -5.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.1 79 -67 5.1 -2.2
LCLG Logan Capital Broad Innovative Growth ETF 0.1 99 -87 4.9 -2.5
ARGT Global X MSCI Argentina ETF 0.1 59 -47 7.4 +0.1
BRAZ Global X Brazil Active ETF 0.1 75 -63 10.3 +2.9
TINY ProShares Nanotechnology ETF 0.1 58 -46 1.9 -5.5
EATZ AdvisorShares Restaurant ETF 0.1 101 -89 2.7 -4.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 -21 7.2 -0.2
INNO Harbor Disruptive Innovation ETF 0.1 75 -63 -3.5 -10.9
PSIL AdvisorShares Psychedelics ETF 0.1 99 -87 0.0 -7.3
MEDX Horizon Kinetics Medical ETF 0.1 85 -73 -0.2 -7.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 7 5 6.5 -0.8
MRAD SmartETFs Advertising & Marketing Technology ETF 0.1 68 -56 4.2 -3.2
IWF iShares Russell 1000 Growth ETF 0.0 19 -7 4.7 -2.6
VONG Vanguard Russell 1000 Growth ETF 0.0 8 4 4.8 -2.5
IDNA iShares Genomics Immunology and Healthcare ETF 0.0 47 -35 -5.2 -12.5
DTEC ALPS Disruptive Technologies ETF 0.0 50 -38 3.3 -4.1
PTEC Global X PropTech ETF 0.0 50 -38 1.7 -5.7
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 8 6.7 -0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.0 45 -33 1.4 -6.0
VERS ProShares Metaverse ETF 0.0 58 -46 -8.3 -15.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.0 47 -35 0.7 -6.7
WISE Themes Generative Artificial Intelligence ETF 0.0 35 -23 2.1 -5.2
EQUL IQ Engender Equality ETF 0.0 45 -33 6.8 -0.5
VEGN US Vegan Climate ETF 0.0 60 -48 4.7 -2.7
CANC Tema Oncology ETF 0.0 75 -63 -4.4 -11.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 -28 0.0 -7.3
MOO VanEck Agribusiness ETF 0.0 53 -41 9.4 +2.0
GDOC Goldman Sachs Future Health Care Equity ETF 0.0 75 -63 3.2 -4.2
GNOM Global X Genomics & Biotechnology ETF 0.0 50 -38 -5.4 -12.8
HELX Franklin Genomic Advancements ETF 0.0 50 -38 1.7 -5.6
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 -3 7.5 +0.1
VSLU Applied Finance Valuation Large Cap ETF 0.0 49 -37 6.0 -1.3
SCHX Schwab U.S. Large-Cap ETF 0.0 3 9 5.3 -2.1
DFIC Dimensional International Core Equity 2 ETF 0.0 23 -11 7.4 +0.1
VWO Vanguard FTSE Emerging Markets ETF 0.0 8 4 7.6 +0.2
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -47 9.6 +2.2
BKIE BNY Mellon International Equity ETF 0.0 4 8 6.9 -0.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 9 6.9 -0.4
ACVF American Conservative Values ETF 0.0 75 -63 4.4 -3.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 -18 7.8 +0.4
IEFA iShares Core MSCI EAFE ETF 0.0 7 5 2.7 -4.6
DFIS Dimensional International Small Cap ETF 0.0 39 -27 6.7 -0.6
TEQI T. Rowe Price Equity Income ETF 0.0 54 -42 4.1 -3.3
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 5 6.9 -0.4
VXUS Vanguard Total International Stock ETF 0.0 7 5 7.1 -0.2
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 8 6.7 -0.6
DFAI Dimensional International Core Equity Market ETF 0.0 18 -6 6.9 -0.5
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 -12 6.2 -1.1
AVDE Avantis International Equity ETF 0.0 23 -11 7.9 +0.5
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 -17 8.2 +0.8
VOO Vanguard S&P 500 ETF 0.0 3 9 5.3 -2.0
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 -17 6.0 -1.4
AVDV Avantis International Small Cap Value ETF 0.0 36 -24 8.0 +0.6

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 SPDR SSGA US Small Cap Low Volatility Index ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.6 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 12 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.55
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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