SPDR S&P 500 High Dividend ETF
ALTAR
Score™		 8.1% info Recommen-
dation		 SPECULATIVE
2021E    2022E
P/E
ratio		 13.0x P/Sales
ratio		 1.3x
P/BV
ratio		 1.7x Div.
yield		 4.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The SPDR S&P 500 High Dividend ETF tracks an index of the 80 highest-yielding stocks selected from the S&P 500. Stocks are equally weighted.

FUND BASICS
Category US Equities
Fund Sponsor State Street Global Advisors
Website www.spdrs.com
Inception date Oct 21, 2015
Assets (mns) $4,713
Currency USD
Expense ratio 7 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian State Street Bank & Trust
Weighting Equal
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 80
Wgt avg mkt cap (mns) $49,757
Large cap (>$10bn) 87.8%
Mid cap ($2-10bn) 12.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BAKER HUGHES COMPANY CLASS A 1.5 %
COMERICA INC 1.4 %
MARATHON PETROLEUM 1.4 %
KEYCORP 1.4 %
HUNTINGTON BANCSHARES INC 1.3 %
ENTERGY CORP 1.3 %
EXELON CORP 1.3 %
METLIFE INC 1.3 %
FRANKLIN RESOURCES INC 1.3 %
WALGREENS BOOTS ALLIANCE INC 1.3 %
Total 13.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.9 %
BRITAIN 2.5 %
IRELAND 1.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
26.0% 49.8% 8.5% -- 10.3%

Market Correlations
versus... Beta R-squared
S&P500 1.17 74%
MSCI EAFE 1.23 80%
MSCI Emg. Mkts. 1.00 67%

Technical Indicators
Recent close $39.41
30d moving avg. $39.92
Annualized volatility 25.1%
Short interest (ETF) 0.3%
Short interest (Underlying) 3.5%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 1,439
Turnover 1.2%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $27,517

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 691 potential alternatives to the SPDR S&P 500 High Dividend ETF ETF based on the alternatives' overlap in portfolio holdings with SPYD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SPYD Expense: 7 bp ALTAR Score™: 8.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SPYD
Ticker Fund
Name		 Overlap1
vs SPYD
(%)		 Expense
ratio
(bp)		 Savings
vs SPYD
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SPYD
(%)
DVY iShares Select Dividend ETF 55.5 39 -32 7.9 -0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 51.6 30 -23 7.9 -0.2
SDOG ALPS Sector Dividend Dogs ETF 50.7 40 -33 8.4 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 44.9 29 -22 9.1 +1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 43.6 37 -30 7.4 -0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 43.6 35 -28 7.4 -0.7
DTN WisdomTree U.S. Dividend ex-Financials Fund 42.9 38 -31 7.3 -0.8
GBDV Global Beta Smart Income ETF 41.7 29 -22 8.9 +0.8
DHS WisdomTree U.S. High Dividend Fund 35.9 38 -31 8.1 -0.0
FDL First Trust Morningstar Dividend Leaders Index Fund 35.3 45 -38 8.1 +0.0
PEY Invesco High Yield Equity Dividend Achievers ETF 35.0 52 -45 7.5 -0.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 33.1 39 -32 9.5 +1.4
FDVV Fidelity Core Dividend ETF 30.0 29 -22 6.5 -1.6
ESGS Columbia Sustainable U.S. Equity Income ETF 29.7 35 -28 8.0 -0.1
ONEY SPDR Russell 1000 Yield Focus ETF 29.4 20 -13 7.8 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 28.3 20 -13 6.7 -1.4
JDIV JPMorgan U.S. Dividend ETF 28.2 12 -5 7.1 -1.0
RPV Invesco S&P 500 Pure Value ETF 27.3 35 -28 9.2 +1.1
RNDV US Equity Dividend Select ETF 27.1 50 -43 7.0 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 26.4 29 -22 6.6 -1.5
FTA First Trust Large Cap Value AlphaDEX Fund 25.4 60 -53 7.7 -0.4
VYM Vanguard High Dividend Yield Index ETF 24.4 6 1 6.9 -1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 24.2 60 -53 7.7 -0.4
RVRS Reverse Cap Weighted U.S. Large Cap ETF 23.4 29 -22 5.4 -2.7
DEW WisdomTree Global High Dividend Fund 23.3 58 -51 8.9 +0.8
LVHD Legg Mason Low Volatility High Dividend ETF 23.1 27 -20 6.8 -1.3
VOE Vanguard Mid-Cap Value Index Fund 22.4 7 0 6.2 -1.9
FUNL CornerCap Fundametrics Large-Cap ETF 22.2 50 -43 6.8 -1.3
LSLT Salt Low truBeta US Market ETF 21.8 60 -53 5.5 -2.6
HDV iShares Core High Dividend ETF 21.8 8 -1 6.3 -1.8
SDEI Sound Equity Income ETF 21.5 45 -38 9.0 +0.9
SCHD Schwab U.S. Dividend Equity ETF 21.4 6 1 7.5 -0.6
VTV Vanguard Value Index Fund 21.4 4 3 6.7 -1.4
SPLV Invesco S&P 500 Low Volatility ETF 20.9 25 -18 5.6 -2.5
VALQ American Century STOXX U.S. Quality Value ETF 20.9 29 -22 7.6 -0.5
WBIY WBI Power Factor High Dividend ETF 20.9 70 -63 8.5 +0.4
MAGA Point Bridge GOP Stock Tracker ETF 20.8 72 -65 4.8 -3.3
ALTL Pacer Lunt Large Cap Alternator ETF 20.8 60 -53 5.1 -3.0
GBLO Global Beta Low Beta ETF 20.4 29 -22 7.8 -0.3
AUSF Global X Adaptive U.S. Factor ETF 20.1 27 -20 7.7 -0.4
EQWL Invesco Russell Top 200 Equal Weight ETF 20.0 25 -18 5.6 -2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 19.9 28 -21 6.3 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 19.9 6 1 6.5 -1.6
IVE iShares S&P 500 Value ETF 19.7 18 -11 6.2 -1.9
SPYV SPDR Portfolio S&P 500 Value ETF 19.7 4 3 6.3 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 19.6 40 -33 6.5 -1.6
VOOV Vanguard S&P 500 Value ETF 19.6 10 -3 6.3 -1.8
DTD WisdomTree U.S.Total Dividend Fund 19.4 28 -21 6.4 -1.7
DURA VanEck Vectors Morningstar Durable Dividend ETF 19.2 29 -22 7.5 -0.6
MGV Vanguard Mega Cap Value ETF 19.0 7 0 6.8 -1.3
TPHD Timothy Plan High Dividend Stock ETF 18.8 52 -45 5.9 -2.2
ILCV iShares Morningstar Value ETF 18.6 4 3 6.4 -1.7
IUSV iShares Core S&P U.S. Value ETF 18.6 4 3 6.4 -1.7
SDY SPDR S&P Dividend ETF 18.5 35 -28 6.2 -1.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 18.5 35 -28 5.5 -2.6
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 18.5 75 -68 5.2 -2.9
PRF Invesco FTSE RAFI US 1000 ETF 18.4 39 -32 6.0 -2.1
JVAL JPMorgan U.S. Value Factor ETF 18.4 12 -5 7.2 -0.9
VLUE iShares MSCI USA Value Factor ETF 18.4 15 -8 10.1 +2.0
FNDX Schwab Fundamental U.S. Large Co. Index ETF 18.2 25 -18 5.9 -2.2
DIVB iShares U.S. Dividend & Buyback ETF 17.8 25 -18 6.0 -2.1
VLU SPDR S&P 1500 Value Tilt ETF 17.7 12 -5 6.4 -1.7
SPVM Invesco S&P 500 Value with Momentum ETF 17.6 39 -32 7.5 -0.6
JMIN JPMorgan U.S. Minimum Volatility ETF 17.6 12 -5 5.5 -2.6
SPVU Invesco S&P 500 Enhanced Value ETF 17.5 13 -6 8.8 +0.7
DIV Global X SuperDividend US ETF 17.4 45 -38 7.0 -1.1
FXU First Trust Utilities AlphaDEX Fund 17.3 62 -55 5.9 -2.2
JHMU John Hancock Multifactor Utilities ETF 17.3 40 -33 5.6 -2.5
NULV Nuveen ESG Large-Cap Value ETF 17.2 35 -28 6.2 -1.9
RYF Invesco S&P 500 Equal Weight Financials ETF 17.0 40 -33 7.0 -1.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 17.0 25 -18 5.8 -2.3
RWL Invesco S&P 500 Revenue ETF 17.0 39 -32 6.1 -2.0
SCHV Schwab U.S. Large-Cap Value ETF 16.9 4 3 6.2 -1.9
XLU Utilities Select Sector SPDR Fund 16.9 12 -5 5.6 -2.5
EQRR ProShares Equities for Rising Rates ETF 16.9 35 -28 6.2 -1.9
IDU iShares U.S. Utilities ETF 16.7 43 -36 5.4 -2.7
FUTY Fidelity MSCI Utilities Index ETF 16.7 8 -1 5.7 -2.4
VPU Vanguard Utilities Index Fund 16.7 10 -3 5.7 -2.4
IWD iShares Russell 1000 Value ETF 16.5 19 -12 6.1 -2.0
VONV Vanguard Russell 1000 Value Index Fund 16.4 8 -1 6.2 -1.9
PFM Invesco Dividend Achievers ETF 16.4 53 -46 5.3 -2.8
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 16.1 17 -10 6.1 -2.0
RYU Invesco S&P 500 Equal Weight Utilities ETF 16.1 40 -33 6.1 -2.0
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 16.0 40 -33 4.9 -3.2
IWX iShares Russell Top 200 Value ETF 16.0 20 -13 6.3 -1.8
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 15.9 75 -68 6.4 -1.7
JXI iShares Global Utilities ETF 15.9 46 -39 5.6 -2.5
FLQL Franklin LibertyQ U.S. Equity ETF 15.7 15 -8 6.4 -1.7
GCOW Pacer Global High Dividend ETF 15.7 60 -53 10.4 +2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 15.5 25 -18 5.9 -2.2
RSP Invesco S&P 500 Equal Weight ETF 15.5 20 -13 5.3 -2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15.3 30 -23 5.7 -2.4
PWV Invesco Dynamic Large Cap Value ETF 15.2 56 -49 6.9 -1.2
VFVA Vanguard U.S. Value Factor ETF 14.9 14 -7 8.6 +0.5
XLRE The Real Estate Select Sector SPDR Fund 14.9 12 -5 4.8 -3.3
RBUS Nationwide Risk-Based U.S. Equity ETF 14.8 30 -23 5.3 -2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 14.8 37 -30 5.9 -2.2
IUS Invesco Strategic US ETF 14.6 19 -12 6.0 -2.1
RAFE PIMCO RAFI ESG U.S. ETF 14.6 30 -23 6.7 -1.4
FEX First Trust Large Cap Core AlphaDEX Fund 14.5 59 -52 5.2 -2.9
FVAL Fidelity Value Factor ETF 14.5 29 -22 7.2 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 14.4 18 -11 6.1 -2.0
IGE iShares North American Natural Resources ETF 14.3 46 -39 4.3 -3.8
KLCD KFA Large Cap Quality Dividend Index ETF 14.3 42 -35 5.8 -2.3
USRT iShares Core U.S. REIT ETF 14.3 8 -1 5.6 -2.5
IFRA iShares U.S. Infrastructure ETF 14.3 40 -33 3.9 -4.2
REVS Columbia Research Enhanced Value ETF 14.2 19 -12 6.9 -1.2
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 14.2 20 -13 7.3 -0.7
FRI First Trust S&P REIT Index Fund 14.2 50 -43 5.0 -3.1
USMF WisdomTree U.S. Multifactor Fund 14.2 28 -21 7.1 -1.0
FAB First Trust Multi Cap Value AlphaDEX Fund 14.1 70 -63 7.9 -0.2
COWZ Pacer US Cash Cows 100 ETF 14.1 49 -42 9.3 +1.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 14.1 11 -4 5.5 -2.6
FVL First Trust Value Line 100 ETF 14.0 70 -63 0.0 -8.1
STLV iShares Factors US Value Style ETF 14.0 25 -18 7.8 -0.3
ROUS Hartford Multifactor US Equity ETF 14.0 19 -12 5.7 -2.4
SLT Pacer Salt High truBeta US Market ETF 13.9 60 -53 2.7 -5.4
RNLC Large Cap US Equity Select ETF 13.8 60 -53 5.4 -2.7
VRAI Virtus Real Asset Income ETF 13.8 55 -48 7.1 -1.0
QSY WisdomTree U.S. LargeCap Value Fund 13.8 38 -31 6.9 -1.2
QDF FlexShares Quality Dividend Index Fund 13.7 37 -30 6.2 -1.9
SIXA 6 Meridian Mega Cap Equity ETF 13.7 86 -79 6.2 -1.9
AFLG First Trust Active Factor Large Cap ETF 13.7 55 -48 5.4 -2.7
DIVZ TrueShares Low Volatility Equity Income ETF 13.6 65 -58 8.7 +0.7
RWR SPDR Dow Jones REIT ETF 13.6 25 -18 5.4 -2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 13.5 70 -63 5.1 -3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 13.5 60 -53 3.4 -4.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 13.5 52 -45 4.9 -3.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 13.3 34 -27 3.9 -4.2
IYR iShares U.S. Real Estate ETF 13.2 42 -35 5.2 -2.9
SCHH Schwab U.S. REIT ETF 13.2 7 0 5.2 -2.9
FREL Fidelity MSCI Real Estate Index ETF 13.2 9 -2 5.3 -2.8
QDYN FlexShares Quality Dividend Dynamic Index Fund 13.1 37 -30 6.0 -2.1
IWS iShares Russell Mid-Cap Value ETF 13.0 24 -17 5.7 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 12.9 27 -20 4.9 -3.2
IVRA Invesco Real Assets ESG ETF 12.9 59 -52 4.7 -3.4
EPS WisdomTree U.S. Earnings 500 Fund 12.9 8 -1 6.1 -2.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.9 60 -53 5.9 -2.2
GSPY Gotham Enhanced 500 ETF 12.5 50 -43 5.0 -3.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 12.5 9 -2 4.9 -3.2
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 12.4 15 -8 0.0 -8.1
FLLV Franklin Liberty U.S. Low Volatility ETF 12.4 29 -22 5.0 -3.1
WLDR Affinity World Leaders Equity ETF 12.3 67 -60 8.2 +0.1
VNQ Vanguard REIT Index Fund 12.3 12 -5 5.3 -2.8
PPTY PPTY-U.S. Diversified Real Estate ETF 12.2 49 -42 4.9 -3.2
REET iShares Global REIT ETF 12.1 14 -7 5.6 -2.5
USMV iShares Edge MSCI Min Vol USA ETF 12.1 15 -8 5.1 -3.0
RWO SPDR Dow Jones Global Real Estate ETF 12.0 50 -43 5.2 -2.9
DGRO iShares Core Dividend Growth ETF 12.0 8 -1 6.3 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 11.9 20 -13 5.2 -2.9
ICF iShares Cohen & Steers REIT ETF 11.9 34 -27 4.5 -3.6
SYLD Cambria Shareholder Yield ETF 11.8 59 -52 8.3 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 11.7 15 -8 4.8 -3.3
IAT iShares U.S. Regional Banks ETF 11.6 42 -35 7.5 -0.6
VFMV Vanguard U.S. Minimum Volatility ETF 11.5 13 -6 4.9 -3.2
XLE Energy Select Sector SPDR Fund 11.4 12 -5 4.3 -3.8
IYE iShares U.S. Energy ETF 11.4 42 -35 4.0 -4.1
FENY Fidelity MSCI Energy Index ETF 11.4 8 -1 4.0 -4.1
VDE Vanguard Energy Index Fund 11.4 10 -3 3.9 -4.2
JHME John Hancock Multifactor Energy ETF 11.4 40 -33 3.6 -4.5
RYE Invesco S&P 500 Equal Weight Energy ETF 11.4 40 -33 3.5 -4.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 11.4 56 -49 5.1 -3.0
KBE SPDR S&P Bank ETF 11.4 35 -28 8.5 +0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 11.3 11 -4 4.8 -3.3
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 11.3 60 -53 5.4 -2.7
PY Principal Shareholder Yield Index ETF 11.3 15 -8 8.4 +0.3
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 11.2 60 -53 6.4 -1.7
VETS Pacer Military Times Best Employers ETF 11.2 60 -53 0.0 -8.1
GII SPDR S&P Global Infrastructure ETF 11.2 40 -33 4.0 -4.1
IGF iShares Global Infrastructure ETF 11.2 46 -39 3.9 -4.2
QLC FlexShares US Quality Large Cap Index Fund 11.2 32 -25 4.8 -3.3
ACVF American Conservative Values ETF 11.1 75 -68 4.2 -3.9
PUI Invesco DWA Utilities Momentum ETF 11.1 60 -53 5.3 -2.8
INFR Legg Mason Global Infrastructure ETF 11.1 40 -33 5.9 -2.2
FVD First Trust Value Line Dividend Index Fund 10.9 70 -63 5.7 -2.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 10.9 49 -42 4.8 -3.3
IXC iShares Global Energy ETF 10.9 46 -39 5.5 -2.6
YLDE ClearBridge Dividend Strategy ESG ETF 10.9 60 -53 4.6 -3.5
VSLU Applied Finance Valuation Large Cap ETF 10.8 49 -42 5.3 -2.8
HKND Humankind US Stock ETF 10.7 209 -202 3.9 -4.2
SIZE iShares MSCI USA Size Factor ETF 10.6 15 -8 4.8 -3.3
JHML John Hancock Multifactor Large Cap ETF 10.6 29 -22 4.9 -3.2
HLGE Hartford Longevity Economy ETF 10.5 44 -37 6.2 -1.9
VO Vanguard Mid-Cap Index Fund 10.5 4 3 4.3 -3.8
KRE SPDR S&P Regional Banking ETF 10.5 35 -28 7.5 -0.6
FXN First Trust Energy AlphaDEX Fund 10.5 64 -57 3.2 -4.9
KBWB Invesco KBW Bank ETF 10.5 35 -28 7.7 -0.4
FTXO First Trust Nasdaq Bank ETF 10.5 60 -53 7.3 -0.7
PBP Invesco S&P 500 BuyWrite ETF 10.4 49 -42 4.3 -3.8
XYLG Global X S&P 500 Covered Call & Growth ETF 10.4 60 -53 4.3 -3.8
QUS SPDR MSCI USA StrategicFactors ETF 10.3 15 -8 5.2 -2.9
SPY SPDR S&P 500 ETF Trust 10.3 9 -2 4.8 -3.3
XVOL Acruence Active Hedge U.S. Equity ETF 10.3 83 -76 4.1 -4.0
SPLG SPDR Portfolio S&P 500 ETF 10.3 3 4 4.9 -3.2
IVV iShares Core S&P 500 ETF 10.3 3 4 4.9 -3.2
OEF iShares S&P 100 ETF 10.3 20 -13 4.5 -3.6
VOO VANGUARD S&P 500 ETF 10.3 3 4 4.9 -3.2
XRMI Global X S&P 500 Risk Managed Income ETF 10.3 60 -53 4.4 -3.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 10.2 4 3 4.7 -3.4
IMCB iShares Morningstar Mid-Cap ETF 10.2 4 3 4.7 -3.4
JHMF John Hancock Multifactor Financials ETF 10.2 40 -33 6.3 -1.8
RESP WisdomTree US ESG Fund of Benef Interest 10.1 28 -21 5.7 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 10.1 10 -3 5.0 -3.1
GRES IQ Global Resources ETF 10.1 78 -71 7.0 -1.1
FLRG Fidelity U.S. Multifactor ETF 10.1 29 -22 6.4 -1.7
ESG FlexShares STOXX US ESG Impact Index Fund 10.1 32 -25 4.6 -3.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.0 60 -53 9.7 +1.6
WKLY SoFi Weekly Dividend ETF 10.0 49 -42 7.0 -1.1
XTR Global X S&P 500 Tail Risk ETF 9.9 60 -53 4.5 -3.6
XCLR Global X S&P 500 Collar 95-110 ETF 9.9 60 -53 4.5 -3.6
MOAT VanEck Vectors Morningstar Wide Moat ETF 9.9 47 -40 5.5 -2.6
ESGU iShares MSCI USA ESG Optimized ETF 9.9 15 -8 4.7 -3.4
SPXN ProShares S&P 500 Ex-Financials ETF 9.9 27 -20 4.5 -3.6
VFMF Vanguard U.S. Multifactor ETF 9.8 19 -12 7.2 -0.9
DON WisdomTree U.S. MidCap Dividend Fund 9.8 38 -31 6.8 -1.3
GLIF AGFiQ Global Infrastructure ETF 9.8 45 -38 4.5 -3.6
EMLP First Trust North American Energy Infrastructure Fund 9.7 96 -89 4.8 -3.3
KRMA Global X Conscious Companies ETF 9.7 43 -36 5.1 -3.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 9.7 15 -8 4.8 -3.3
JHMS John Hancock Multifactor Consumer Staples ETF 9.7 40 -33 5.5 -2.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.7 7 0 4.7 -3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.7 2 5 4.8 -3.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.7 35 -28 5.4 -2.7
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 9.7 35 -28 5.4 -2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 9.6 27 -20 4.4 -3.7
NACP Impact Shares NAACP Minority Empowerment ETF 9.6 49 -42 4.6 -3.5
FQAL Fidelity Quality Factor ETF 9.5 29 -22 4.8 -3.3
VV Vanguard Large-Cap Index Fund 9.5 4 3 4.7 -3.4
JQUA JPMorgan U.S. Quality Factor ETF 9.5 12 -5 5.2 -2.9
TUSA First Trust Total US Market AlphaDEX ETF 9.5 70 -63 5.7 -2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.5 20 -13 4.8 -3.3
SPTM SPDR Portfolio Total Stock Market ETF 9.5 3 4 5.0 -3.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 9.4 12 -5 4.9 -3.2
SCHX Schwab U.S. Large-Cap ETF 9.4 3 4 4.7 -3.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.4 47 -40 5.7 -2.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.4 20 -13 4.8 -3.3
PBUS Invesco PureBeta MSCI USA ETF 9.4 4 3 4.8 -3.3
RECS Columbia Research Enhanced Core ETF 9.4 15 -8 5.2 -2.9
IYF iShares U.S. Financials ETF 9.4 42 -35 5.7 -2.4
AVDG AVDR US LargeCap ESG ETF 9.3 60 -53 5.1 -3.0
MGC Vanguard Mega Cap Index Fund 9.3 7 0 4.8 -3.3
ILCB iShares Morningstar U.S. Equity ETF 9.3 3 4 4.7 -3.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.3 20 -13 6.2 -1.9
WDIV SPDR Global Dividend ETF 9.2 40 -33 8.8 +0.7
IWL iShares Russell Top 200 ETF 9.2 15 -8 4.7 -3.4
EFIV SPDR S&P 500 ESG ETF 9.2 10 -3 4.8 -3.3
IEFN iShares Evolved U.S. Financials ETF 9.2 18 -11 7.3 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 9.2 75 -68 4.4 -3.7
FTHI First Trust High Income ETF 9.2 85 -78 5.8 -2.3
SNPE Xtrackers S&P 500 ESG ETF 9.2 10 -3 4.8 -3.3
FTLB First Trust Hedged BuyWrite Income ETF 9.1 85 -78 5.8 -2.3
VONE Vanguard Russell 1000 ETF 9.1 8 -1 4.7 -3.4
SCHK Schwab 1000 Index ETF 9.1 5 2 4.7 -3.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 9.1 30 -23 5.3 -2.8
CATH Global X S&P 500 Catholic Values Custom ETF 9.1 29 -22 4.5 -3.6
IWB iShares Russell 1000 ETF 9.1 15 -8 4.6 -3.5
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 9.1 29 -22 6.2 -1.9
IYY iShares Dow Jones U.S. ETF 9.1 20 -13 4.6 -3.5
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 9.1 17 -10 6.4 -1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 9.0 0 7 4.8 -3.3
DEF Invesco Defensive Equity ETF 9.0 53 -46 5.5 -2.6
XLG Invesco S&P 500 Top 50 ETF 8.9 20 -13 4.2 -3.9
ACWV iShares MSCI Global Min Vol Factor ETF 8.9 20 -13 5.3 -2.8
SUSA iShares MSCI USA ESG Select ETF 8.9 25 -18 4.5 -3.6
SPXE ProShares S&P 500 Ex-Energy ETF 8.9 27 -20 4.8 -3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.9 24 -17 5.7 -2.4
FXO First Trust Financials AlphaDEX Fund 8.8 62 -55 8.5 +0.4
HLAL Wahed FTSE USA Shariah ETF 8.8 50 -43 4.3 -3.8
TMDV ProShares Russell US Dividend Growers ETF 8.8 36 -29 5.3 -2.8
IWR iShares Russell Midcap ETF 8.8 19 -12 4.6 -3.5
SYV SPDR MFS Systematic Value Equity ETF 8.8 60 -53 0.0 -8.1
DFAU Dimensional US Core Equity Market ETF 8.8 12 -5 4.9 -3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.7 29 -22 7.0 -1.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.6 50 -43 5.8 -2.3
SCHB Schwab U.S. Broad Market ETF 8.6 3 4 4.6 -3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.5 3 4 4.5 -3.6
VTHR Vanguard Russell 3000 Index Fund 8.5 10 -3 4.5 -3.6
IWV iShares Russell 3000 ETF 8.5 20 -13 4.4 -3.7
VTI Vanguard Total Stock Market Index Fund 8.4 3 4 4.4 -3.7
XLP Consumer Staples Select Sector SPDR Fund 8.4 12 -5 5.4 -2.7
XVV iShares ESG Screened S&P 500 ETF 8.4 8 -1 4.7 -3.4
JEPI JPMorgan Equity Premium Income ETF 8.4 35 -28 4.8 -3.3
DBLV AdvisorShares DoubleLine Value Equity ETF 8.4 91 -84 5.6 -2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8.3 19 -12 5.6 -2.5
HOMZ Hoya Capital Housing ETF 8.3 30 -23 7.1 -1.0
SFY SoFi Select 500 ETF 8.2 0 7 4.5 -3.6
FSTA Fidelity MSCI Consumer Staples Index ETF 8.2 8 -1 5.4 -2.7
VDC Vanguard Consumer Staples Index Fund 8.2 10 -3 5.4 -2.7
FTXN First Trust Nasdaq Oil & Gas ETF 8.2 60 -53 2.0 -6.1
IQSU IQ Candriam ESG US Equity ETF 8.1 9 -2 4.7 -3.4
DSI iShares MSCI KLD 400 Social ETF 8.1 25 -18 4.6 -3.5
XLF Financial Select Sector SPDR Fund 8.1 12 -5 6.6 -1.5
OUSA O'Shares FTSE US Quality Dividend ETF 8.0 48 -41 5.8 -2.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 8.0 35 -28 5.0 -3.1
DFUS Dimensional U.S. Equity ETF 8.0 11 -4 4.7 -3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 8.0 20 -13 6.5 -1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.0 9 -2 5.3 -2.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 7.9 25 -18 5.0 -3.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 7.9 59 -52 11.4 +3.3
AVUS Avantis U.S. Equity ETF 7.8 15 -8 5.3 -2.8
FOVL iShares Focused Value Factor ETF 7.8 25 -18 9.8 +1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.7 12 -5 4.7 -3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.7 10 -3 4.9 -3.2
PZLD Puzzle Divdend Leaders 7.7 10 -3 5.8 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 7.7 10 -3 4.9 -3.2
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 7.6 40 -33 6.1 -2.0
UTES Virtus Reaves Utilities ETF 7.6 49 -42 4.8 -3.3
JHMM John Hancock Multifactor Mid Cap ETF 7.5 42 -35 4.8 -3.3
BLES Inspire Global Hope Large Cap ETF 7.5 52 -45 5.3 -2.8
DGT SPDR Global Dow ETF 7.5 50 -43 6.7 -1.4
NLR VanEck Vectors Uranium+Nuclear Energy ETF 7.5 61 -54 7.4 -0.7
GQRE FlexShares Global Quality Real Estate Index Fund 7.3 45 -38 5.7 -2.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.3 7 0 7.2 -0.8
EDOW First Trust Dow 30 Equal Weight ETF 7.3 50 -43 5.6 -2.5
FMK First Trust Mega Cap AlphaDEX Fund 7.3 70 -63 0.0 -8.1
VSL Volshares Large Capital ETF 7.2 65 -58 6.1 -2.0
FLV American Century Focused Large Cap Value ETF 7.2 42 -35 6.0 -2.1
FNCL Fidelity MSCI Financials Index ETF 7.2 8 -1 6.9 -1.2
TTAC TrimTabs US Free Cash Flow Quality ETF 7.1 59 -52 5.3 -2.8
VFH Vanguard Financials Index Fund 7.1 10 -3 6.9 -1.2
FCPI Fidelity Stocks for Inflation ETF 7.0 29 -22 7.3 -0.8
GNR SPDR S&P Global Natural Resources ETF 7.0 40 -33 7.6 -0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 6.9 9 -2 5.0 -3.1
TOK iShares MSCI Kokusai ETF 6.9 25 -18 4.9 -3.2
LRGF iShares Edge MSCI Multifactor USA ETF 6.9 20 -13 6.6 -1.5
VEGN US Vegan Climate ETF 6.9 60 -53 4.0 -4.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 6.9 47 -40 4.6 -3.5
DFAC Dimensional U.S. Core Equity 2 ETF 6.8 19 -12 5.2 -2.9
IECS iShares Evolved U.S. Consumer Staples ETF 6.8 18 -11 5.5 -2.6
IYK iShares U.S. Consumer Goods ETF 6.7 43 -36 4.8 -3.3
KXI iShares Global Consumer Staples ETF 6.7 46 -39 5.2 -2.9
CVY Invesco Zacks Multi-Asset Income ETF 6.7 94 -87 8.3 +0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 6.6 16 -9 5.5 -2.6
QLV FlexShares US Quality Low Volatility Index Fund 6.6 22 -15 4.1 -4.0
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 6.6 20 -13 0.0 -8.1
ECLN First Trust EIP Carbon Impact ETF 6.6 97 -90 3.4 -4.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 6.6 45 -38 4.5 -3.6
HAP VanEck Vectors Natural Resources ETF 6.6 50 -43 6.2 -1.9
USXF iShares ESG Advanced MSCI USA ETF 6.5 10 -3 4.8 -3.3
NULC Nuveen ESG Large-Cap ETF 6.5 20 -13 4.6 -3.5
ESGV Vanguard ESG U.S. Stock ETF 6.4 12 -5 4.6 -3.5
SPHB Invesco S&P 500 High Beta ETF 6.4 25 -18 3.3 -4.8
PSR Invesco Active U.S. Real Estate Fund 6.4 35 -28 4.7 -3.4
URTH iShares MSCI World ETF 6.4 24 -17 5.0 -3.1
SHE SPDR SSGA Gender Diversity Index ETF 6.4 20 -13 4.2 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 6.4 30 -23 5.3 -2.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.4 30 -23 4.5 -3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.3 60 -53 4.2 -3.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 6.3 28 -21 6.4 -1.7
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 6.3 40 -33 6.0 -2.1
JHCS John Hancock Multifactor Media & Communications ETF 6.3 40 -33 4.9 -3.2
IOO iShares Global 100 ETF 6.3 40 -33 4.8 -3.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 6.2 69 -62 4.4 -3.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 6.2 35 -28 2.7 -5.4
TPLC Timothy Plan US Large Cap Core ETF 6.2 52 -45 4.7 -3.4
FDLO Fidelity Low Volatility Factor ETF 6.2 29 -22 4.7 -3.4
EGIS 2nd Vote Society Defended ETF 6.2 75 -68 6.2 -1.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 6.2 88 -81 4.9 -3.2
BIBL Inspire ETF 6.1 35 -28 4.6 -3.5
SYE SPDR MFS Systematic Core Equity ETF 6.1 60 -53 0.0 -8.1
SPQQ Siren Large Cap Blend Index ETF 6.1 20 -13 3.9 -4.2
JHMA John Hancock Multifactor Materials ETF 6.1 40 -33 6.3 -1.8
FMAT Fidelity MSCI Materials Index ETF 6.1 8 -1 6.0 -2.1
VAW Vanguard Materials Index Fund 6.1 10 -3 6.0 -2.1
RTM Invesco S&P 500 Equal Weight Materials ETF 6.1 40 -33 5.7 -2.4
XLB Materials Select Sector SPDR Fund 6.1 12 -5 5.4 -2.7
CCOR Core Alternative ETF 6.0 109 -102 4.4 -3.7
RYT Invesco S&P 500 Equal Weight Technology ETF 6.0 40 -33 5.1 -3.0
RYH Invesco S&P 500 Equal Weight Health Care ETF 6.0 40 -33 5.9 -2.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 6.0 60 -53 -3.4 -11.5
REZ iShares Residential Real Estate Capped ETF 6.0 48 -41 4.5 -3.6
SPHQ Invesco S&P 500 Quality ETF 6.0 15 -8 5.1 -3.0
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 6.0 55 -48 4.9 -3.2
ECOZ TrueMark ESG Active Opportunities ETF 5.9 58 -51 3.7 -4.4
FDMO Fidelity Momentum Factor ETF 5.8 29 -22 4.4 -3.7
RFFC RiverFront Dynamic US Flex-Cap ETF 5.8 52 -45 4.6 -3.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.8 58 -51 3.9 -4.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.8 35 -28 4.2 -3.9
FXG First Trust Consumer Staples AlphaDEX Fund 5.8 63 -56 6.6 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.6 9 -2 5.3 -2.8
ACWI iShares MSCI ACWI ETF 5.6 32 -25 5.2 -2.9
LGLV SPDR Russell 1000 Low Volatility ETF 5.6 12 -5 4.6 -3.5
IYG iShares US Financial Services ETF 5.5 42 -35 5.9 -2.2
JHMH John Hancock Multifactor Healthcare ETF 5.5 40 -33 5.6 -2.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.5 35 -28 7.0 -1.1
CZA Invesco Zacks Mid-Cap ETF 5.5 69 -62 5.4 -2.7
XLC The Communication Services Select Sector SPDR Fund 5.4 12 -5 5.1 -3.0
SQEW LeaderShares Equity Skew ETF 5.3 75 -68 5.9 -2.2
XLV Health Care Select Sector SPDR Fund 5.2 12 -5 6.9 -1.2
VHT Vanguard Health Care Index Fund 5.1 10 -3 5.2 -2.9
FHLC Fidelity MSCI Health Care Index ETF 5.1 8 -1 5.2 -2.9
VUSE Vident Core US Equity Fund 5.1 48 -41 8.0 -0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.1 65 -58 4.0 -4.1
FILL iShares MSCI Global Energy Producers ETF 5.1 39 -32 7.5 -0.6
AVDR AVDR US LargeCap Leading ETF 5.1 60 -53 5.4 -2.7
IXJ iShares Global Healthcare ETF 5.1 46 -39 6.0 -2.1
VT Vanguard Total World Stock ETF 5.0 8 -1 5.4 -2.7
KIE SPDR S&P Insurance ETF 5.0 35 -28 7.5 -0.6
LOWC SPDR MSCI ACWI Low Carbon Target ETF 5.0 20 -13 5.3 -2.8
LYFE 2nd Vote Life Neutral Plus ETF 5.0 75 -68 6.0 -2.1
PEXL Pacer US Export Leaders ETF 5.0 60 -53 3.8 -4.3
PWC Invesco Dynamic Market ETF 4.9 58 -51 6.0 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.9 20 -13 5.3 -2.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.9 75 -68 6.5 -1.6
GDVD Principal Active Global Dividend Income ETF 4.9 58 -51 0.0 -8.1
PJP Invesco Dynamic Pharmaceuticals ETF 4.9 56 -49 13.3 +5.2
IYH iShares U.S. Healthcare ETF 4.9 43 -36 6.0 -2.1
IEIH iShares Evolved U.S. Innovative Healthcare ETF 4.9 18 -11 4.2 -3.9
TPYP Tortoise North American Pipeline Fund 4.9 40 -33 5.0 -3.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.9 49 -42 3.9 -4.2
KBWD Invesco KBW High Dividend Yield Financial ETF 4.9 124 -117 9.1 +1.0
VIRS Pacer BioThreat Strategy ETF 4.9 70 -63 5.0 -3.1
MXI iShares Global Materials ETF 4.8 45 -38 6.1 -2.0
IXG iShares Global Financials ETF 4.8 46 -39 7.8 -0.3
FIVG Defiance Next Gen Connectivity ETF 4.8 30 -23 4.6 -3.5
FXZ First Trust Materials AlphaDEX Fund 4.7 67 -60 8.2 +0.1
IAK iShares U.S. Insurance ETF 4.7 42 -35 7.5 -0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 4.5 70 -63 8.1 +0.0
BLDG Cambria Global Real Estate ETF 4.4 59 -52 6.7 -1.4
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 4.4 52 -45 5.1 -3.0
QUAL iShares MSCI Usa Quality Factor ETF 4.4 15 -8 4.9 -3.2
NXTG First Trust Indxx NextG ETF 4.4 70 -63 5.3 -2.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 4.4 42 -35 4.7 -3.4
XT iShares Exponential Technologies ETF 4.4 47 -40 4.7 -3.4
VFMO Vanguard U.S. Momentum Factor ETF 4.4 13 -6 2.5 -5.6
SDIV Global X SuperDividend ETF 4.3 59 -52 15.4 +7.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 4.3 8 -1 3.9 -4.2
VOX Vanguard Telecommunication Services Index Fund 4.2 10 -3 3.8 -4.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -68 2.7 -5.4
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 -28 4.8 -3.3
RNMC Mid Cap US Equity Select ETF 4.0 60 -53 6.4 -1.7
ACIO Aptus Collared Income Opportunity ETF 3.9 79 -72 3.9 -4.2
LVOL American Century Low Volatility ETF 3.9 29 -22 4.6 -3.5
IVLC Invesco US Large Cap Core ESG ETF 3.8 48 -41 4.3 -3.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.8 60 -53 7.2 -0.9
CRAK VanEck Vectors Oil Refiners ETF 3.8 60 -53 7.9 -0.2
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.8 42 -35 3.9 -4.2
PXE Invesco Dynamic Energy Exploration & Production ETF 3.8 63 -56 3.6 -4.5
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 3.8 25 -18 7.0 -1.1
DSTL Distillate US Fundamental Stability & Value ETF 3.7 39 -32 7.1 -1.0
JHMT John Hancock Multifactor Technology ETF 3.7 40 -33 4.3 -3.8
IYZ iShares U.S. Telecommunications ETF 3.7 42 -35 6.2 -1.9
XTL SPDR S&P Telecom ETF 3.7 35 -28 2.2 -5.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.7 46 -39 4.7 -3.4
EINC VanEck Vectors Energy Income ETF 3.7 45 -38 4.1 -4.0
MLPX Global X MLP & Energy Infrastructure ETF 3.7 45 -38 3.7 -4.4
ENFR Alerian Energy Infrastructure ETF 3.7 65 -58 3.5 -4.6
USAI Pacer American Energy Independence ETF 3.7 75 -68 3.1 -5.0
SKYY First Trust Cloud Computing ETF 3.7 60 -53 2.2 -5.9
FTXG First Trust Nasdaq Food & Beverage ETF 3.7 60 -53 6.8 -1.3
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.6 40 -33 4.2 -3.9
PPH VanEck Vectors Pharmaceutical ETF 3.6 35 -28 10.8 +2.7
OLD The Long-Term Care ETF 3.6 30 -23 5.1 -3.0
SCHM Schwab U.S. Mid-Cap ETF 3.6 4 3 4.9 -3.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.6 46 -39 6.6 -1.5
NANR SPDR S&P North American Natural Resources ETF 3.6 35 -28 4.7 -3.4
IYM iShares U.S. Basic Materials ETF 3.5 43 -36 5.4 -2.7
AGNG Global X Aging Population ETF 3.5 50 -43 3.4 -4.7
CLRG IQ Chaikin U.S. Large Cap ETF 3.5 25 -18 5.2 -2.9
NVQ QRAFT AI-Enhanced US Next Value ETF 3.5 75 -68 8.2 +0.1
SFYF SoFi 50 ETF 3.5 29 -22 -1.3 -9.4
DFNL Davis Select Financial ETF 3.4 64 -57 6.7 -1.4
JOYY Infusive Compounding Global Equities ETF 3.4 50 -43 4.0 -4.1
RYJ Invesco Raymond James SB-1 Equity ETF 3.4 76 -69 2.8 -5.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.4 63 -56 6.2 -1.9
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 -5 3.7 -4.4
IXP iShares Global Comm Services ETF 3.3 46 -39 5.3 -2.8
PSET Principal Price Setters Index ETF 3.3 15 -8 4.8 -3.3
BUZZ VanEck Vectors Social Sentiment ETF 3.3 75 -68 0.0 -8.1
CACG ClearBridge All Cap Growth ETF 3.3 53 -46 3.6 -4.5
IEHS iShares Evolved U.S. Healthcare Staples ETF 3.2 18 -11 4.8 -3.3
ETHO Etho Climate Leadership U.S. ETF 3.2 48 -41 3.9 -4.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.2 60 -53 4.0 -4.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.2 85 -78 6.2 -1.9
QRMI Global X NASDAQ 100 Risk Managed Income ETF 3.2 60 -53 3.5 -4.6
QYLD Global X NASDAQ 100 Covered Call ETF 3.2 60 -53 3.4 -4.7
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 3.1 60 -53 3.5 -4.6
SYG SPDR MFS Systematic Growth Equity ETF 3.1 60 -53 0.0 -8.1
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 3.1 48 -41 6.0 -2.1
NUSI Nationwide Risk-Managed Income ETF 3.1 68 -61 3.4 -4.7
QTR Global X NASDAQ 100 Tail Risk ETF 3.1 60 -53 3.5 -4.6
QCLR Global X NASDAQ 100 Collar 95-110 ETF 3.1 60 -53 3.5 -4.6
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 -53 5.8 -2.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -58 8.4 +0.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.1 50 -43 2.8 -5.3
FSMD Fidelity Small-Mid Factor ETF 2.9 29 -22 6.5 -1.6
XLK Technology Select Sector SPDR Fund 2.9 12 -5 4.6 -3.5
QQQ Invesco QQQ Trust 2.8 20 -13 3.9 -4.2
QQQM Invesco NASDAQ 100 ETF 2.8 15 -8 3.9 -4.2
VBR Vanguard Small Cap Value Index Fund 2.8 7 0 6.7 -1.4
GERM ETFMG Treatments Testing and Advancements ETF 2.8 68 -61 -4.7 -12.8
SFYX Sofi Next 500 ETF 2.8 0 7 4.6 -3.5
IYW iShares U.S. Technology ETF 2.7 43 -36 3.8 -4.3
VFQY Vanguard U.S. Quality Factor ETF 2.7 13 -6 5.3 -2.8
BFOR Barron's 400 ETF 2.6 70 -63 6.0 -2.1
VGT Vanguard Information Technology Index Fund 2.6 10 -3 4.3 -3.8
FTEC Fidelity MSCI Information Technology Index ETF 2.6 8 -1 4.3 -3.8
TECB iShares US Tech Breakthrough Multisector ETF 2.6 40 -33 3.5 -4.6
IWY iShares Russell Top 200 Growth ETF 2.6 20 -13 4.0 -4.1
EZM WisdomTree U.S. MidCap Earnings Fund 2.6 38 -31 7.8 -0.3
TOKE Cambria Cannabis ETF 2.6 42 -35 -2.9 -11.0
PBS Invesco Dynamic Media ETF 2.6 63 -56 -5.4 -13.4
MJ ETFMG Alternative Harvest ETF 2.6 75 -68 -9.1 -17.2
SDGA Impact Shares Sustainable Development Goals Global ETF 2.6 75 -68 5.5 -2.6
ACSI American Customer Satisfaction Core Alpha ETF 2.6 66 -59 4.4 -3.7
VFLQ Vanguard U.S. Liquidity Factor ETF 2.5 13 -6 2.9 -5.2
ABEQ Absolute Core Strategy ETF 2.5 88 -81 4.5 -3.6
IXN iShares Global Tech ETF 2.5 46 -39 4.0 -4.1
CUT Invesco MSCI Global Timber ETF 2.5 61 -54 7.5 -0.6
FXH First Trust Health Care AlphaDEX Fund 2.5 61 -54 4.8 -3.3
WFH Direxion Work From Home ETF 2.5 45 -38 3.5 -4.6
XNTK SPDR NYSE Technology ETF 2.5 35 -28 3.3 -4.8
RDVY First Trust Rising Dividend Achievers ETF 2.5 50 -43 6.9 -1.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 2.5 58 -51 3.8 -4.3
AFMC First Trust Active Factor Mid Cap ETF 2.5 65 -58 6.5 -1.6
IHE iShares U.S. Pharmaceuticals ETF 2.5 42 -35 6.5 -1.6
XPH SPDR S&P Pharmaceuticals ETF 2.5 35 -28 2.1 -6.0
VIG Vanguard Dividend Appreciation Index Fund 2.5 6 1 5.5 -2.6
DIVS SmartETFs Dividend Builder ETF 2.4 65 -58 5.6 -2.5
VONG Vanguard Russell 1000 Growth Index Fund 2.4 8 -1 3.8 -4.3
CNCR Loncar Cancer Immunotherapy ETF 2.4 79 -72 -1.7 -9.8
IWF iShares Russell 1000 Growth ETF 2.4 19 -12 3.7 -4.4
IGM iShares Expanded Tech Sector ETF 2.4 46 -39 3.6 -4.5
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.4 21 -14 3.2 -4.9
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 -22 4.4 -3.7
NURE Nuveen Short-Term REIT ETF 2.4 35 -28 4.3 -3.8
SPRE SP Funds S&P Global REIT Sharia ETF 2.4 69 -62 3.4 -4.7
MILN Global X Millennial Consumer ETF 2.4 50 -43 2.2 -5.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.4 68 -61 4.4 -3.7
FTCS First Trust Capital Strength ETF 2.4 56 -49 5.3 -2.8
PAWZ ProShares Pet Care ETF 2.4 50 -43 2.2 -5.9
GBLD Invesco MSCI Green Building ETF 2.4 39 -32 7.9 -0.2
ACTV LeaderShares Activist Leaders ETF 2.4 75 -68 5.0 -3.1
QTUM Defiance Quantum ETF 2.3 40 -33 4.8 -3.3
RTH VanEck Vectors Retail ETF 2.3 35 -28 5.0 -3.1
IETC iShares Evolved U.S. Technology ETF 2.3 18 -11 3.8 -4.3
HART IQ Healthy Hearts ETF 2.2 45 -38 4.3 -3.8
VOOG Vanguard S&P 500 Growth ETF 2.1 10 -3 4.1 -4.0
SPYG SPDR Portfolio S&P 500 Growth ETF 2.1 4 3 4.1 -4.0
IVW iShares S&P 500 Growth ETF 2.1 18 -11 4.0 -4.1
VICE AdvisorShares Vice ETF 2.1 99 -92 4.0 -4.1
SMMD iShares Russell 2500 ETF 2.1 15 -8 5.0 -3.1
FXL First Trust Technology AlphaDEX Fund 2.1 61 -54 4.4 -3.7
SDG iShares Sustainable MSCI Global Impact ETF 2.0 49 -42 6.6 -1.5
IUSG iShares Core S&P US Growth ETF 2.0 4 3 4.1 -4.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.0 75 -68 6.0 -2.1
AIQ Global X Future Analytics Tech ETF 1.9 68 -61 3.5 -4.6
IYC iShares U.S. Consumer Services ETF 1.9 43 -36 2.9 -5.2
AMZA InfraCap MLP ETF 1.8 201 -194 3.7 -4.4
GENY Principal Millennials Index ETF 1.8 45 -38 5.0 -3.1
IWP iShares Russell Mid-Cap Growth ETF 1.8 24 -17 2.6 -5.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.7 15 -8 2.6 -5.5
MTUM iShares MSCI USA Momentum Factor ETF 1.7 15 -8 4.2 -3.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.7 47 -40 0.8 -7.3
FPX First Trust US IPO Index Fund 1.7 57 -50 1.0 -7.1
VB Vanguard Small-Cap ETF 1.7 5 2 4.6 -3.5
SPMO Invesco S&P 500 Momentum ETF 1.6 13 -6 3.8 -4.3
NUSC Nuveen ESG Small-Cap ETF 1.6 40 -33 3.9 -4.2
TMFC Motley Fool 100 Index ETF 1.6 50 -43 3.3 -4.8
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -72 3.8 -4.3
HIPR Direxion High Growth ETF 1.5 40 -33 3.6 -4.5
ACWF iShares MSCI Global Multifactor ETF 1.5 35 -28 7.7 -0.4
DFAT Dimensional U.S. Targeted Value ETF 1.5 34 -27 6.5 -1.6
IEZ iShares U.S. Oil Equipment & Services ETF 1.5 42 -35 -0.2 -8.3
OIH VanEck Vectors Oil Services ETF 1.5 35 -28 -0.9 -9.0
PXJ Invesco Dynamic Oil & Gas Services ETF 1.5 63 -56 -0.9 -9.0
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.5 35 -28 -3.4 -11.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.5 17 -10 4.0 -4.1
PXI Invesco DWA Energy Momentum ETF 1.4 60 -53 0.6 -7.5
GBGR Global Beta Momentum-Growth ETF 1.4 29 -22 3.3 -4.8
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 40 -33 2.4 -5.7
KCE SPDR S&P Capital Markets ETF 1.3 35 -28 7.1 -1.0
MGMT Ballast Small/Mid Cap ETF 1.3 110 -103 6.1 -2.0
SOXQ Invesco PHLX Semiconductor ETF 1.3 0 7 5.7 -2.4
FTXL First Trust Nasdaq Semiconductor ETF 1.3 60 -53 5.4 -2.7
PSI Invesco Dynamic Semiconductors ETF 1.3 57 -50 5.1 -3.0
SOXX iShares PHLX Semiconductor ETF 1.3 46 -39 5.0 -3.1
SMH VanEck Vectors Semiconductor ETF 1.3 35 -28 5.0 -3.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.3 57 -50 3.7 -4.4
XSD SPDR S&P Semiconductor ETF 1.3 35 -28 3.4 -4.7
FITE SPDR Kensho Future Security ETF 1.3 45 -38 2.9 -5.2
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.3 103 -96 2.9 -5.2
IDAT iShares Cloud 5G and Tech ETF 1.3 47 -40 0.0 -8.1
BBH VanEck Vectors Biotech ETF 1.3 35 -28 3.4 -4.7
PBE Invesco Dynamic Biotechnology & Genome ETF 1.3 58 -51 0.7 -7.4
IBBQ Invesco Nasdaq Biotechnology ETF 1.3 0 7 0.4 -7.7
IBB iShares NASDAQ Biotechnology ETF 1.3 46 -39 0.1 -8.0
FBT First Trust NYSE Arca Biotechnology Index Fund 1.3 55 -48 -1.2 -9.3
BBP BioShares Biotechnology Products Fund 1.3 79 -72 -1.5 -9.6
GNOM Global X Genomics & Biotechnology ETF 1.3 50 -43 -2.0 -10.1
IDNA iShares Genomics Immunology & Healthcare ETF 1.3 47 -40 -2.7 -10.8
PSL Invesco DWA Consumer Staples Momentum ETF 1.3 60 -53 5.2 -2.9
SRET Global X SuperDividend REIT ETF 1.3 58 -51 9.8 +1.7
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 1.3 60 -53 1.8 -6.3
AMER Emles Made in America ETF 1.3 49 -42 7.5 -0.6
DUSA Davis Select U.S. Equity ETF 1.3 62 -55 6.6 -1.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 3 3.4 -4.7
XBI SPDR S&P BIOTECH ETF 1.3 35 -28 -0.4 -8.5
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 -35 5.0 -3.1
LEND Amplify CrowdBureau Peer-to-Peer Lending & Crowdfunding ETF 1.3 65 -58 0.0 -8.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.3 64 -57 6.2 -1.9
QVAL Alpha Architect U.S. Quantitative Value ETF 1.3 49 -42 8.5 +0.4
ARKG ARK Genomic Revolution ETF 1.2 75 -68 -2.5 -10.6
QQQN VictoryShares Nasdaq Next 50 ETF 1.2 18 -11 2.3 -5.8
CNRG SPDR S&P Kensho Clean Power ETF 1.2 45 -38 2.0 -6.1
LIV Emles (a)Home ETF 1.2 49 -42 2.6 -5.5
UFO Procure Space ETF 1.2 75 -68 2.4 -5.7
SUBZ Roundhill Streaming Services & Technology ETF 1.2 75 -68 -1.3 -9.3
FTRI First Trust Indxx Global Natural Resources Income ETF 1.2 70 -63 13.1 +5.0
WOOD iShares Global Timber & Forestry ETF 1.2 46 -39 8.7 +0.6
NETL NETLease Corporate Real Estate ETF 1.2 60 -53 6.3 -1.8
FAN First Trust Global Wind Energy ETF 1.2 62 -55 5.8 -2.3
CSD Invesco S&P Spin-Off ETF 1.2 62 -55 4.0 -4.1
KOIN Innovation Shares NextGen Protocol ETF 1.2 95 -88 4.0 -4.1
SNSR Global X Internet of Things Thematic ETF 1.2 68 -61 3.3 -4.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.2 70 -63 3.2 -4.9
THNQ ROBO Global Artificial Intelligence ETF 1.2 68 -61 1.7 -6.4
BLOK Amplify Transformational Data Sharing ETF 1.2 70 -63 0.8 -7.3
STLG iShares Factors US Growth Style ETF 1.2 25 -18 5.1 -3.0
RDOG ALPS REIT Dividend Dogs ETF 1.2 35 -28 7.1 -1.0
ERTH Invesco MSCI Sustainable Future ETF 1.2 58 -51 4.7 -3.4
DFND Siren DIVCON Dividend Defender ETF 1.2 144 -137 4.3 -3.8
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 -38 2.8 -5.3
RING iShares MSCI Global Gold Miners ETF 1.1 39 -32 5.4 -2.7
SGDM Sprott Gold Miners ETF 1.1 50 -43 5.3 -2.8
GDX VanEck Vectors Gold Miners ETF 1.1 52 -45 4.9 -3.2
SLVP iShares MSCI Global Silver Miners ETF 1.1 39 -32 3.8 -4.3
XME SPDR S&P Metals & Mining ETF 1.1 35 -28 3.7 -4.4
KROP Global X AgTech & Food Innovation ETF 1.1 50 -43 3.4 -4.7
SPGP Invesco S&P 500 GARP ETF 1.1 34 -27 6.1 -2.0
IPAY ETFMG Prime Mobile Payments ETF 1.1 75 -68 4.9 -3.2
TPAY Tortoise Digital Payments Infrastructure Fund 1.1 40 -33 4.6 -3.5
XHS SPDR S&P Health Care Services ETF 1.1 35 -28 4.4 -3.7
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.1 6 1 4.1 -4.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.1 35 -28 9.0 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 1 3.1 -5.0
SHLD Victoryshares Protect America ETF 1.0 60 -53 7.1 -1.0
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.0 18 -11 3.8 -4.3
CLMA iClima Global Decarbonization Transition Leaders ETF 1.0 65 -58 2.1 -6.0
IYJ iShares U.S. Industrials ETF 1.0 42 -35 5.1 -3.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 60 -53 2.7 -5.4
META Roundhill Ball Metaverse ETF 1.0 75 -68 3.0 -5.1
XRT SPDR S&P Retail ETF 0.9 35 -28 5.1 -3.0
LEAD Siren DIVCON Leaders Dividend ETF 0.9 43 -36 5.4 -2.7
XSW SPDR S&P Software & Services ETF 0.9 35 -28 2.7 -5.4
BOSS Global X Founder-Run Companies ETF 0.9 45 -38 2.6 -5.5
ITB iShares U.S. Home Construction ETF 0.9 42 -35 9.5 +1.4
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 1 5.8 -2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 -32 6.7 -1.4
VAMO Cambria Value & Momentum ETF 0.8 63 -56 5.9 -2.2
MGK Vanguard Mega Cap Growth ETF 0.8 7 0 3.8 -4.3
MVPS Amplify Thematic All-Stars ETF 0.7 49 -42 1.8 -6.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 0 3.9 -4.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 63 -56 2.3 -5.8
BMED BlackRock Future Health ETF 0.7 85 -78 -0.2 -8.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 3 4.2 -3.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -63 1.9 -6.2
ILCG iShares Morningstar Growth ETF 0.6 4 3 3.2 -4.9
XLY Consumer Discretionary Select Sector SPDR Fund 0.6 12 -5 3.5 -4.6
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.5 40 -33 3.5 -4.6
VUG Vanguard Growth Index Fund 0.5 4 3 3.5 -4.6
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.5 30 -23 6.6 -1.5
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.5 8 -1 3.8 -4.3
VCR Vanguard Consumer Discretionary Index Fund 0.5 10 -3 3.7 -4.4
ISCB iShares Morningstar Small-Cap ETF 0.5 4 3 3.2 -4.9
WWJD Inspire International ESG ETF 0.5 80 -73 5.3 -2.8
KLDW Gavekal Knowledge Leaders Developed World ETF 0.4 75 -68 3.8 -4.3
NULG Nuveen ESG Large-Cap Growth ETF 0.4 35 -28 3.1 -5.0
DFAS Dimensional U.S. Small Cap ETF 0.4 34 -27 5.1 -3.0
VOT Vanguard Mid-Cap Growth Index Fund 0.4 7 0 2.7 -5.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.4 24 -17 6.2 -1.9
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 -18 6.9 -1.2
JHMI John Hancock Multifactor Industrials ETF 0.4 40 -33 5.2 -2.9
FTXD First Trust Nasdaq Retail ETF 0.3 60 -53 5.1 -3.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -58 0.7 -7.4
RXI iShares Global Consumer Discretionary ETF 0.3 46 -39 4.1 -4.0
AIEQ AI Powered Equity ETF 0.3 80 -73 -0.4 -8.4
KOMP SPDR Kensho New Economies Composite ETF 0.3 20 -13 1.6 -6.5
IEME iShares Evolved U.S. Media & Entertainment ETF 0.3 18 -11 5.2 -2.9
VBK Vanguard Small-Cap Growth Index Fund 0.2 7 0 1.8 -6.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.2 25 -18 5.1 -3.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.2 40 -33 5.6 -2.5
CLOU Global X Cloud Computing ETF 0.2 68 -61 0.7 -7.4
ISMD Inspire Small/Mid Cap Impact ETF 0.2 57 -50 4.8 -3.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 1 0.5 -7.6
SCHA Schwab U.S. Small-Cap ETF 0.1 4 3 3.6 -4.5
QGRO American Century STOXX U.S. Quality Growth ETF 0.1 29 -22 3.3 -4.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.1 20 -13 3.7 -4.4
JSTC Adasina Social Justice All Cap Global ETF 0.0 89 -82 4.5 -3.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.0 10 -3 5.7 -2.4
SMDY Syntax Stratified MidCap ETF 0.0 35 -28 5.2 -2.9

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
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 500 High Dividend ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.3 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 7 bp
Equals: ALTAR Score 8.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 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.