Schwab Crypto Thematic ETF
ALTAR
Score™
-5.2% info Recommen-
dation
AVOID
2024E    2025E
P/E
ratio
81.0x P/Sales
ratio
2.9x
P/BV
ratio
3.4x Div.
yield
0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
STCE tracks an index of globally listed companies that enable the cryptocurrency ecosystem. The fund selects and weights companies based on thematic relevance through a proprietary NLP algorithm.

FUND BASICS
Category Global Equities
Fund Sponsor Charles Schwab
Website www.schwabassetmanagement.com/products/stce
Inception date Aug 04, 2022
Assets (mns) $30
Currency USD
Expense ratio 30 bp
Distributions Semi-annual

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 41
Wgt avg mkt cap (mns) $45,304
Large cap (>$10bn) 31.8%
Mid cap ($2-10bn) 32.7%
Small cap (<$2bn) 35.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CLEANSPARK INC 14.5 %
MARATHON DIGITAL HOLDINGS INC 11.1 %
MICROSTRATEGY INC-CL A 7.8 %
COINBASE GLOBAL, INC. CLASS A 7.8 %
RIOT BLOCKCHAIN INC 6.0 %
BLOCK INC. 3.8 %
BITFARMS LTD 3.7 %
ROBINHOOD MARKETS, INC. CLASS A 3.6 %
PAYPAL HOLDINGS, INC. 3.1 %
INTERACTIVE BROKERS GRO-CL A 2.8 %
Total 64.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.9 %
JAPAN 5.4 %
BRITAIN 1.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 62.1% -- -- 60.0%

Market Correlations
versus... Beta R-squared
S&P500 3.05 69%
MSCI EAFE 2.94 67%
MSCI Emg. Mkts. 2.63 66%

Technical Indicators
Recent close $35.79
30d moving avg. $24.16
Annualized volatility 56.4%
Short interest (ETF) 0.9%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 18
Turnover 2.1%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $35,008

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the Schwab Crypto Thematic ETF ETF based on the alternatives' overlap in portfolio holdings with STCE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: STCE Expense: 30 bp ALTAR Score™: -5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH STCE
Ticker Fund
Name
Overlap1
vs STCE
(%)
Expense
ratio
(bp)
Savings
vs STCE
(bp)
ALTAR
Score™
(%)
ALTAR
vs STCE
(%)
IBLC iShares Blockchain and Tech ETF 35.0 47 -17 -1.4 +3.8
BITQ Bitwise Crypto Industry Innovators ETF 34.7 85 -55 -4.7 +0.5
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 34.7 85 -55 -1.2 +4.0
GFOF Grayscale Future of Finance ETF 33.8 70 -40 -4.0 +1.2
DAPP VanEck Digital Transformation ETF 32.9 50 -20 -5.0 +0.2
BKCH Global X Blockchain ETF 32.9 50 -20 -5.0 +0.2
BLOK Amplify Transformational Data Sharing ETF 32.8 75 -45 1.1 +6.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 29.6 68 -38 3.9 +9.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 26.8 39 -9 -1.3 +3.9
BWEB Bitwise Web3 ETF 22.0 85 -55 0.8 +6.0
FINX Global X FinTech ETF 20.1 68 -38 2.9 +8.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 19.7 61 -31 -7.1 -1.9
ARKF ARK Fintech Innovation ETF 19.6 75 -45 -2.3 +2.9
WGMI Valkyrie Bitcoin Miners ETF 19.4 75 -45 -10.3 -5.1
BUZZ VanEck Social Sentiment ETF 16.6 75 -45 0.1 +5.3
ARKW ARK Next Generation Internet ETF 16.3 87 -57 -3.1 +2.1
ARKK ARK Innovation ETF 15.8 75 -45 -4.4 +0.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 14.9 75 -45 6.2 +11.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 14.1 61 -31 -0.3 +4.8
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 14.0 40 -10 5.4 +10.6
KOIN Capital Link Global Fintech Leaders ETF 12.9 75 -45 4.9 +10.1
KCE SPDR S&P Capital Markets ETF 12.8 35 -5 6.8 +11.9
IPO Renaissance IPO ETF 10.9 60 -30 -3.0 +2.2
MVPS Amplify Thematic All-Stars ETF 9.5 49 -19 1.5 +6.6
SFYF SoFi Social 50 ETF 9.3 29 1 -1.2 +4.0
TIME Clockwise Core Equity & Innovation ETF 7.9 100 -70 2.0 +7.2
MOON Direxion Moonshot Innovators ETF 7.7 65 -35 -23.6 -18.4
BCDF Horizon Kinetics Blockchain Development ETF 6.5 85 -55 -0.7 +4.5
AOTG AOT Growth and Innovation ETF 6.2 75 -45 2.8 +8.0
YALL God Bless America ETF 6.1 65 -35 3.6 +8.8
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -30 0.5 +5.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.6 40 -10 7.1 +12.3
PFI Invesco Dorsey Wright Financial Momentum ETF 5.3 60 -30 6.1 +11.3
VFH Vanguard Financials ETF 5.3 10 20 6.4 +11.6
LOUP Innovator Deepwater Frontier Tech ETF 5.3 70 -40 1.8 +7.0
FNCL Fidelity MSCI Financials Index ETF 5.3 8 22 6.4 +11.6
JFWD Jacob Forward ETF 5.2 75 -45 -3.9 +1.3
GINN Goldman Sachs Innovate Equity ETF 5.2 52 -22 2.8 +7.9
RUFF Alpha Dog ETF 5.0 94 -64 4.6 +9.8
MILN Global X Millennial Consumer ETF 4.9 50 -20 2.3 +7.5
FDG American Century Focused Dynamic Growth ETF 4.9 45 -15 2.5 +7.6
IETC iShares U.S. Tech Independence Focused ETF 4.7 18 12 4.0 +9.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 15 5.0 +10.2
IYF iShares U.S. Financials ETF 4.6 40 -10 6.3 +11.5
BPAY BlackRock Future Financial and Technology ETF 4.6 70 -40 7.9 +13.1
IYG iShares US Financial Services ETF 4.6 40 -10 5.8 +11.0
KOMP SPDR S&P Kensho New Economies Composite ETF 4.4 20 10 2.0 +7.2
XLF Financial Select Sector SPDR Fund 4.3 9 21 6.0 +11.2
IBUY Amplify Online Retail ETF 4.3 65 -35 1.6 +6.7
FDMO Fidelity Momentum Factor ETF 4.3 15 15 3.4 +8.5
HDUS Hartford Disciplined US Equity ETF 4.3 19 11 6.1 +11.2
FLRG Fidelity U.S. Multifactor ETF 4.2 15 15 6.9 +12.1
INNO Harbor Disruptive Innovation ETF 4.2 75 -45 -3.6 +1.6
HAPY Harbor Human Capital Factor Unconstrained ETF 4.2 50 -20 3.3 +8.4
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 -15 4.5 +9.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.0 65 -35 7.9 +13.1
QTUM Defiance Quantum ETF 3.9 40 -10 3.9 +9.0
PNQI Invesco NASDAQ Internet ETF 3.9 60 -30 2.2 +7.4
PRAY FIS Christian Stock Fund 3.8 69 -39 5.7 +10.9
RFFC ALPS Active Equity Opportunity ETF 3.8 48 -18 4.5 +9.7
VNSE Natixis Vaughan Nelson Select ETF 3.8 80 -50 3.2 +8.3
ESPO VanEck Video Gaming and eSports ETF 3.8 56 -26 3.6 +8.8
VEGN US Vegan Climate ETF 3.7 60 -30 4.4 +9.6
FPX First Trust US Equity Opportunities ETF 3.7 61 -31 0.6 +5.7
LRGE ClearBridge Large Cap Growth ESG ETF 3.7 59 -29 3.1 +8.2
CHGX AXS Change Finance ESG ETF 3.7 49 -19 4.8 +10.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.7 56 -26 5.0 +10.2
JHDV John Hancock U.S. High Dividend ETF 3.7 34 -4 6.3 +11.5
CAML Congress Large Cap Growth ETF 3.7 66 -36 3.4 +8.5
MTUM iShares MSCI USA Momentum Factor ETF 3.6 15 15 3.4 +8.6
DARP Grizzle Growth ETF 3.6 75 -45 4.9 +10.1
TRFM AAM Transformers ETF 3.6 49 -19 1.4 +6.5
AFLG First Trust Active Factor Large Cap ETF 3.6 55 -25 6.1 +11.2
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -50 4.4 +9.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.5 31 -1 7.4 +12.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.5 75 -45 2.9 +8.1
XITK SPDR FactSet Innovative Technology ETF 3.4 45 -15 2.4 +7.6
ODDS Pacer BlueStar Digital Entertainment ETF 3.4 60 -30 2.0 +7.2
OALC OneAscent Large Cap Core ETF 3.4 86 -56 5.8 +11.0
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 20 4.8 +9.9
BKWO BNY Mellon Women's Opportunities ETF 3.4 50 -20 3.5 +8.7
ACVF American Conservative Values ETF 3.4 75 -45 4.2 +9.4
LRND IQ U.S. Large Cap R&D Leaders ETF 3.4 14 16 6.0 +11.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 3.4 40 -10 3.8 +9.0
DBLV AdvisorShares DoubleLine Value Equity ETF 3.3 90 -60 8.0 +13.2
WCLD WisdomTree Cloud Computing Fund 3.3 45 -15 1.0 +6.2
METV Roundhill Ball Metaverse ETF 3.3 59 -29 3.6 +8.8
TMFC Motley Fool 100 Index ETF 3.3 50 -20 3.7 +8.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 15 4.7 +9.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.2 10 20 5.3 +10.4
DSI iShares MSCI KLD 400 Social ETF 3.2 25 5 5.0 +10.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.2 10 20 4.5 +9.7
ESGV Vanguard ESG U.S. Stock ETF 3.1 9 21 4.8 +10.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.1 10 20 4.6 +9.7
ONEQ Fidelity Nasdaq Composite Index ETF 3.1 21 9 3.6 +8.8
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 15 7.0 +12.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 14 16 5.2 +10.4
QLV FlexShares US Quality Low Volatility Index Fund 3.1 22 8 5.0 +10.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.1 25 5 6.0 +11.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.1 60 -30 4.4 +9.6
SPLV Invesco S&P 500 Low Volatility ETF 3.1 25 5 5.9 +11.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.1 70 -40 1.7 +6.9
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 -7 4.7 +9.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.1 20 10 4.9 +10.1
QUS SPDR MSCI USA StrategicFactors ETF 3.1 15 15 5.9 +11.1
FQAL Fidelity Quality Factor ETF 3.1 15 15 5.6 +10.8
DFSU Dimensional US Sustainability Core 1 ETF 3.0 18 12 5.5 +10.7
SNPE Xtrackers S&P 500 ESG ETF 3.0 10 20 5.2 +10.3
IYY iShares Dow Jones U.S. ETF 3.0 20 10 4.9 +10.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.0 12 18 4.6 +9.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 27 5.0 +10.2
STXG Strive 1000 Growth ETF 3.0 18 12 4.0 +9.2
SCHB Schwab U.S. Broad Market ETF 3.0 3 27 5.0 +10.2
IWV iShares Russell 3000 ETF 3.0 20 10 4.8 +10.0
SCHX Schwab U.S. Large-Cap ETF 3.0 3 27 5.1 +10.3
IWB iShares Russell 1000 ETF 3.0 15 15 5.0 +10.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.0 7 23 5.0 +10.2
VONE Vanguard Russell 1000 ETF 3.0 8 22 5.0 +10.2
VTHR Vanguard Russell 3000 ETF 3.0 10 20 4.9 +10.1
VTI Vanguard Total Stock Market ETF 3.0 3 27 4.9 +10.1
VV Vanguard Large-Cap ETF 3.0 4 26 5.0 +10.2
BKLC BNY Mellon US Large Cap Core Equity ETF 3.0 0 30 5.1 +10.3
SCHK Schwab 1000 Index ETF 3.0 5 25 5.1 +10.3
MGC Vanguard Mega Cap ETF 3.0 7 23 4.9 +10.1
VFMV Vanguard U.S. Minimum Volatility ETF 3.0 13 17 5.2 +10.4
DFUS Dimensional U.S. Equity ETF 3.0 9 21 5.0 +10.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.0 11 19 5.1 +10.2
ADME Aptus Drawdown Managed Equity ETF 3.0 79 -49 4.3 +9.5
PBUS Invesco MSCI USA ETF 3.0 4 26 5.1 +10.3
STRV Strive 500 ETF 3.0 5 25 5.0 +10.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.0 38 -8 6.8 +12.0
TOLL Tema Monopolies and Oligopolies ETF 3.0 75 -45 2.3 +7.4
MOTE VanEck Morningstar ESG Moat ETF 3.0 49 -19 4.9 +10.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.0 85 -55 5.8 +11.0
ILCB iShares Morningstar U.S. Equity ETF 2.9 3 27 5.1 +10.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.9 25 5 5.5 +10.7
DFAU Dimensional US Core Equity Market ETF 2.9 12 18 5.2 +10.4
VOTE TCW Transform 500 ETF 2.9 5 25 5.0 +10.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 28 5.1 +10.3
RVRB Reverb ETF 2.9 30 0 4.8 +10.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.9 7 23 5.0 +10.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.9 30 0 4.5 +9.6
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 18 5.5 +10.6
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 4 26 4.0 +9.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.9 61 -31 6.0 +11.2
HAPI Harbor Human Capital Factor US Large Cap ETF 2.9 36 -6 4.6 +9.7
XVV iShares ESG Screened S&P 500 ETF 2.9 8 22 4.9 +10.1
IWL iShares Russell Top 200 ETF 2.9 15 15 4.8 +10.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 13 5.5 +10.7
NULC Nuveen ESG Large-Cap ETF 2.9 21 9 5.4 +10.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 19 5.0 +10.2
KRUZ Unusual Whales Subversive Republican Trading ETF 2.9 75 -45 4.7 +9.9
ULVM VictoryShares US Value Momentum ETF 2.9 20 10 7.4 +12.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.9 20 10 4.9 +10.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 1 5.0 +10.2
VOO Vanguard S&P 500 ETF 2.8 3 27 5.2 +10.3
IVV iShares Core S&P 500 ETF 2.8 3 27 5.1 +10.3
SPY SPDR S&P 500 ETF Trust 2.8 9 21 5.1 +10.2
EPS WisdomTree U.S. LargeCap Fund 2.8 8 22 6.2 +11.3
SPLG SPDR Portfolio S&P 500 ETF 2.8 2 28 5.1 +10.3
RECS Columbia Research Enhanced Core ETF 2.8 15 15 5.4 +10.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.8 3 27 5.3 +10.4
CACG ClearBridge All Cap Growth ESG ETF 2.8 54 -24 3.1 +8.3
APUE ActivePassive U.S. Equity ETF 2.8 45 -15 4.9 +10.0
MGK Vanguard Mega Cap Growth ETF 2.8 7 23 4.0 +9.2
BNGE First Trust S-Network Streaming and Gaming ETF 2.8 70 -40 -1.1 +4.1
TRFK Pacer Data and Digital Revolution ETF 2.8 60 -30 3.2 +8.4
TOK iShares MSCI Kokusai ETF 2.8 26 4 5.2 +10.4
GSPY Gotham Enhanced 500 ETF 2.8 50 -20 5.2 +10.4
KOKU Xtrackers MSCI Kokusai Equity ETF 2.8 9 21 5.3 +10.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.8 79 -49 6.2 +11.4
QGRW WisdomTree U.S. Quality Growth Fund 2.8 28 2 4.3 +9.5
SFY SoFi Select 500 ETF 2.8 0 30 5.0 +10.2
URTH iShares MSCI World ETF 2.8 24 6 5.3 +10.5
ILCG iShares Morningstar Growth ETF 2.8 4 26 3.8 +9.0
KONG Formidable Fortress ETF 2.8 89 -59 6.0 +11.1
FOVL iShares Focused Value Factor ETF 2.8 25 5 10.0 +15.2
QQMG Invesco ESG NASDAQ 100 ETF 2.8 20 10 4.5 +9.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.8 75 -45 4.6 +9.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 18 4.9 +10.1
ETHO Etho Climate Leadership U.S. ETF 2.7 47 -17 3.8 +9.0
QQQ Invesco QQQ Trust Series I 2.7 20 10 4.4 +9.6
QQQM Invesco NASDAQ 100 ETF 2.7 15 15 4.5 +9.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.7 28 2 6.2 +11.3
VT Vanguard Total World Stock ETF 2.7 7 23 5.0 +10.2
FDN First Trust Dow Jones Internet Index Fund 2.7 52 -22 1.6 +6.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.7 12 18 4.3 +9.4
ACWI iShares MSCI ACWI ETF 2.7 32 -2 5.4 +10.6
QWLD SPDR MSCI World StrategicFactors ETF 2.7 30 0 6.0 +11.1
CGGR Capital Group Growth ETF 2.7 39 -9 3.3 +8.5
KRMA Global X Conscious Companies ETF 2.7 43 -13 5.6 +10.7
FDVV Fidelity High Dividend ETF 2.7 15 15 8.6 +13.7
VUG Vanguard Growth ETF 2.7 4 26 4.0 +9.1
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 20 4.9 +10.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.7 10 20 4.9 +10.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.7 20 10 5.4 +10.6
BOUT Innovator IBD Breakout Opportunities ETF 2.7 81 -51 4.1 +9.3
DSTL Distillate US Fundamental Stability & Value ETF 2.7 39 -9 7.6 +12.7
LRGF iShares U.S. Equity Factor ETF 2.7 8 22 5.8 +10.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.7 75 -45 4.6 +9.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 21 5.6 +10.8
QLC FlexShares US Quality Large Cap Index Fund 2.6 25 5 5.5 +10.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.6 47 -17 0.6 +5.8
DFND Siren DIVCON Dividend Defender ETF 2.6 189 -159 3.7 +8.9
FMIL Fidelity New Millennium ETF 2.6 59 -29 4.0 +9.1
FBCG Fidelity Blue Chip Growth ETF 2.6 59 -29 2.4 +7.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.6 70 -40 4.9 +10.1
WUGI AXS Esoterica NextG Economy ETF 2.6 75 -45 2.3 +7.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.6 9 21 5.5 +10.7
VONG Vanguard Russell 1000 Growth ETF 2.6 8 22 4.5 +9.6
IWF iShares Russell 1000 Growth ETF 2.6 19 11 4.4 +9.5
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 17 2.7 +7.9
LEAD Siren DIVCON Leaders Dividend ETF 2.6 43 -13 4.8 +10.0
ESGS Columbia U.S. ESG Equity Income ETF 2.5 35 -5 6.3 +11.5
VGT Vanguard Information Technology ETF 2.5 10 20 4.4 +9.5
IGPT Invesco AI and Next Gen Software ETF 2.5 60 -30 3.4 +8.5
IWY iShares Russell Top 200 Growth ETF 2.5 20 10 4.5 +9.7
IXG iShares Global Financials ETF 2.5 42 -12 6.9 +12.0
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 12 4.0 +9.2
FTEC Fidelity MSCI Information Technology Index ETF 2.5 8 22 4.4 +9.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.5 49 -19 4.8 +10.0
GLOF iShares Global Equity Factor ETF 2.5 20 10 7.1 +12.3
NANC Unusual Whales Subversive Democratic Trading ETF 2.5 75 -45 3.6 +8.8
DTD WisdomTree U.S. Total Dividend Fund 2.5 28 2 6.5 +11.6
OEF iShares S&P 100 ETF 2.5 20 10 4.8 +10.0
ESGU iShares ESG Aware MSCI USA ETF 2.5 15 15 5.0 +10.2
JGRO JPMorgan Active Growth ETF 2.5 44 -14 3.2 +8.4
IUSG iShares Core S&P U.S. Growth ETF 2.5 4 26 4.4 +9.5
EQWL Invesco S&P 100 Equal Weight ETF 2.5 25 5 6.5 +11.7
SHE SPDR MSCI USA Gender Diversity ETF 2.5 20 10 4.7 +9.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.5 58 -28 4.3 +9.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.4 35 -5 4.5 +9.7
SPYG SPDR Portfolio S&P 500 Growth ETF 2.4 4 26 4.3 +9.5
IVW iShares S&P 500 Growth ETF 2.4 18 12 4.2 +9.4
PKW Invesco Buyback Achievers ETF 2.4 62 -32 8.0 +13.1
AVUS Avantis U.S. Equity ETF 2.4 15 15 5.9 +11.1
XSW SPDR S&P Software & Services ETF 2.4 35 -5 2.8 +7.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.4 50 -20 4.3 +9.5
IGM iShares Expanded Tech Sector ETF 2.4 41 -11 4.0 +9.2
AUSF Global X Adaptive U.S. Factor ETF 2.4 27 3 7.7 +12.8
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 15 5.8 +10.9
SNPG Xtrackers S&P 500 Growth ESG ETF 2.4 15 15 4.7 +9.9
JHML John Hancock Multifactor Large Cap ETF 2.4 29 1 5.5 +10.7
SUSA iShares MSCI USA ESG Select ETF 2.4 25 5 5.1 +10.2
SPHB Invesco S&P 500 High Beta ETF 2.3 25 5 4.6 +9.8
VOOG Vanguard S&P 500 Growth ETF 2.3 10 20 5.1 +10.3
GGME Invesco Next Gen Media and Gaming ETF 2.3 60 -30 3.6 +8.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.3 29 1 6.1 +11.2
FMET Fidelity Metaverse ETF 2.3 39 -9 4.2 +9.4
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -35 4.0 +9.2
BOTZ Global X Robotics & Artificial Intelligence ETF 2.3 69 -39 1.7 +6.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.3 65 -35 3.7 +8.8
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 -29 4.7 +9.9
SPMV Invesco S&P 500 Minimum Variance ETF 2.3 10 20 5.5 +10.7
XSD SPDR S&P Semiconductor ETF 2.3 35 -5 5.0 +10.2
RPG Invesco S&P 500 Pure Growth ETF 2.3 35 -5 3.3 +8.4
FTGS First Trust Growth Strength ETF 2.3 60 -30 6.2 +11.4
IYW iShares U.S. Technology ETF 2.3 40 -10 4.2 +9.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.3 80 -50 5.6 +10.8
DRIV Global X Autonomous & Electric Vehicles ETF 2.3 68 -38 4.9 +10.1
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -45 5.1 +10.3
GBUY Goldman Sachs Future Consumer Equity ETF 2.3 75 -45 2.9 +8.1
ARKQ ARK Autonomous Technology & Robotics ETF 2.3 75 -45 1.5 +6.7
XLG Invesco S&P 500 Top 50 ETF 2.3 20 10 4.5 +9.6
DIP BTD Capital Fund 2.3 129 -99 6.7 +11.9
QDF FlexShares Quality Dividend Index Fund 2.3 37 -7 4.9 +10.1
XPND First Trust Expanded Technology ETF 2.3 65 -35 3.8 +9.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 2.3 40 -10 5.2 +10.4
VIRS Pacer BioThreat Strategy ETF 2.3 70 -40 5.7 +10.8
FTXL First Trust Nasdaq Semiconductor ETF 2.3 60 -30 5.6 +10.8
QUAL iShares MSCI USA Quality Factor ETF 2.3 15 15 5.2 +10.4
WISE Themes Generative Artificial Intelligence ETF 2.3 35 -5 1.6 +6.8
BTEK Future Tech ETF 2.3 88 -58 2.1 +7.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.3 55 -25 4.1 +9.2
GURU Global X Guru Index ETF 2.3 75 -45 3.7 +8.9
LRNZ TrueShares Technology, AI & Deep Learning ETF 2.3 69 -39 -1.2 +4.0
GGRW Gabelli Growth Innovators ETF 2.3 90 -60 2.0 +7.2
DFNV Donoghue Forlines Innovation ETF 2.3 69 -39 5.2 +10.4
CGGO Capital Group Global Growth Equity ETF 2.3 47 -17 4.1 +9.2
MBCC Monarch Blue Chips Core ETF 2.3 125 -95 3.1 +8.2
SOXX iShares Semiconductor ETF 2.3 35 -5 4.9 +10.1
BTHM BlackRock Future U.S. Themes ETF 2.3 60 -30 4.5 +9.7
VPN Global X Data Center REITs & Digital Infrastructure ETF 2.3 50 -20 2.0 +7.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -30 5.9 +11.1
GK AdvisorShares Gerber Kawasaki ETF 2.3 75 -45 3.0 +8.1
ARVR First Trust Indxx Metaverse ETF 2.3 70 -40 2.4 +7.5
IDAT iShares Future Cloud 5G and Tech ETF 2.3 47 -17 4.0 +9.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 2.3 40 -10 4.8 +10.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.3 52 -22 6.6 +11.7
IBOT Vaneck Robotics ETF 2.3 47 -17 3.6 +8.7
FFTY Innovator IBD 50 ETF 2.3 80 -50 -0.5 +4.7
FFND Future Fund Active ETF 2.3 100 -70 0.2 +5.3
MINV Matthews Asia Innovators Active ETF 2.3 79 -49 2.9 +8.1
SOXQ Invesco PHLX Semiconductor ETF 2.3 19 11 4.9 +10.1
FIXT Procure Disaster Recovery Strategy ETF 2.3 75 -45 3.9 +9.1
MOTO SmartETFs Smart Transportation & Technology ETF 2.3 68 -38 6.5 +11.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.3 58 -28 4.5 +9.7
HAIL SPDR S&P Kensho Smart Mobility ETF 2.3 45 -15 -4.1 +1.1
DEMZ Democratic Large Cap Core ETF 2.3 45 -15 4.0 +9.1
USMC Principal U.S. Mega-Cap ETF 2.3 12 18 4.7 +9.9
IOO iShares Global 100 ETF 2.3 41 -11 4.7 +9.9
CHAT Roundhill Generative AI & Technology ETF 2.3 75 -45 2.5 +7.7
SMH VanEck Semiconductor ETF 2.3 35 -5 3.9 +9.0
FIVG Defiance Next Gen Connectivity ETF 2.3 30 0 6.2 +11.3
SYNB Putnam BioRevolution ETF 2.3 70 -40 2.9 +8.1
SPHQ Invesco S&P 500 Quality ETF 2.3 15 15 5.3 +10.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.3 15 15 5.4 +10.6
NULG Nuveen ESG Large-Cap Growth ETF 2.3 26 4 4.2 +9.3
XLK Technology Select Sector SPDR Fund 2.3 9 21 4.8 +9.9
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 2 6.0 +11.2
VICE AdvisorShares Vice ETF 2.3 99 -69 6.5 +11.6
PSI Invesco Semiconductors ETF 2.3 57 -27 4.8 +10.0
SPRX Spear Alpha ETF 2.3 75 -45 -0.2 +5.0
IQM Franklin Intelligent Machines ETF 2.3 50 -20 2.9 +8.1
CARZ First Trust NASDAQ Global Auto Index Fund 2.3 70 -40 3.4 +8.5
IVRS iShares Future Metaverse Tech and Communications ETF 2.3 47 -17 -2.9 +2.3
AIQ Global X Artificial Intelligence & Technology ETF 2.3 68 -38 3.7 +8.9
SPMO Invesco S&P 500 Momentum ETF 2.3 13 17 4.0 +9.1
PSET Principal Quality ETF 2.3 15 15 5.4 +10.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.3 57 -27 3.3 +8.5
XNTK SPDR NYSE Technology ETF 2.3 35 -5 3.7 +8.9
FCPI Fidelity Stocks for Inflation ETF 2.3 15 15 8.7 +13.9
PWB Invesco Large Cap Growth ETF 2.3 56 -26 2.9 +8.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.3 45 -15 4.4 +9.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -35 4.2 +9.3
IXN iShares Global Tech ETF 2.3 41 -11 4.1 +9.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 -19 5.1 +10.3
ROBO ROBO Global Robotics & Automation Index ETF 2.2 95 -65 2.7 +7.9
SMOT VanEck Morningstar SMID Moat ETF 2.2 49 -19 7.0 +12.2
TMFX Motley Fool Next Index ETF 2.1 50 -20 3.1 +8.3
FXL First Trust Technology AlphaDEX Fund 2.1 61 -31 3.7 +8.9
FDWM Fidelity Women's Leadership ETF 2.1 59 -29 4.7 +9.9
DTEC ALPS Disruptive Technologies ETF 2.1 50 -20 3.5 +8.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.1 12 18 5.4 +10.5
FID First Trust S&P International Dividend Aristocrats ETF 2.0 60 -30 9.5 +14.7
NXTG First Trust Indxx NextG ETF 2.0 70 -40 5.7 +10.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -34 1.9 +7.1
IVES Wedbush ETFMG Global Cloud Technology ETF 2.0 68 -38 1.2 +6.4
SNPV Xtrackers S&P 500 Value ESG ETF 2.0 15 15 6.5 +11.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.9 45 -15 1.2 +6.3
WRND IQ Global Equity R&D Leaders ETF 1.9 18 12 6.9 +12.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.9 80 -50 5.1 +10.2
XT iShares Exponential Technologies ETF 1.9 46 -16 3.6 +8.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 -45 4.1 +9.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -30 0.9 +6.1
JEPI JPMorgan Equity Premium Income ETF 1.9 35 -5 5.2 +10.4
IYJ iShares U.S. Industrials ETF 1.9 40 -10 4.7 +9.8
JOET Virtus Terranova US Quality Momentum ETF 1.9 29 1 4.9 +10.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 24 2.3 +7.5
DEEP Roundhill Acquirers Deep Value ETF 1.9 80 -50 13.8 +19.0
FCLD Fidelity Cloud Computing ETF 1.9 39 -9 2.1 +7.3
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 75 -45 2.9 +8.1
VXF Vanguard Extended Market ETF 1.9 6 24 3.8 +9.0
RNLC First Trust Large Cap US Equity Select ETF 1.8 60 -30 6.0 +11.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 12 6.2 +11.3
USMV iShares MSCI USA Min Vol Factor ETF 1.8 15 15 6.0 +11.1
ROUS Hartford Multifactor US Equity ETF 1.8 19 11 6.3 +11.4
ITAN Sparkline Intangible Value ETF 1.8 50 -20 5.9 +11.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 -29 2.6 +7.8
XMMO Invesco S&P MidCap Momentum ETF 1.7 34 -4 5.2 +10.3
AESR Anfield U.S. Equity Sector Rotation ETF 1.7 108 -78 4.1 +9.2
FDLO Fidelity Low Volatility Factor ETF 1.7 15 15 5.4 +10.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.6 52 -22 5.3 +10.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 -28 5.2 +10.4
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 24 4.0 +9.2
CGRO CoreValues Alpha Greater China Growth ETF 1.6 75 -45 2.7 +7.9
MAGA Point Bridge America First ETF 1.6 72 -42 6.3 +11.4
DGT SPDR Global Dow ETF 1.6 50 -20 6.6 +11.8
WDIV SPDR S&P Global Dividend ETF 1.6 40 -10 9.6 +14.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.6 60 -30 5.1 +10.3
ISHP First Trust Nasdaq Retail ETF 1.6 60 -30 3.0 +8.2
EUSA iShares MSCI USA Equal Weighted ETF 1.6 9 21 5.9 +11.1
MOAT VanEck Morningstar Wide Moat ETF 1.6 46 -16 5.7 +10.9
CWS AdvisorShares Focused Equity ETF 1.6 84 -54 4.6 +9.8
RUNN Running Oak Efficient Growth ETF 1.6 58 -28 4.6 +9.8
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 17 6.8 +12.0
VBK Vanguard Small-Cap Growth ETF 1.5 7 23 1.4 +6.5
SIZE iShares MSCI USA Size Factor ETF 1.5 15 15 5.9 +11.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 5 5.9 +11.1
PEXL Pacer US Export Leaders ETF 1.5 60 -30 5.2 +10.4
QGRO American Century U.S. Quality Growth ETF 1.5 29 1 4.9 +10.1
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 -32 3.4 +8.6
ROE Astoria US Quality Kings ETF 1.5 49 -19 7.8 +12.9
TXS Texas Capital Texas Equity Index ETF 1.5 49 -19 5.5 +10.7
USMF WisdomTree U.S. Multifactor Fund 1.5 28 2 6.8 +11.9
IWS iShares Russell Mid-Cap Value ETF 1.4 23 7 6.5 +11.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 -5 6.9 +12.1
DURA VanEck Durable High Dividend ETF 1.4 29 1 7.7 +12.8
DIVS SmartETFs Dividend Builder ETF 1.4 65 -35 4.6 +9.7
DIVL Madison Dividend Value ETF 1.4 65 -35 5.9 +11.0
UDI USCF Dividend Income Fund 1.4 65 -35 7.2 +12.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.4 20 10 6.2 +11.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.4 60 -30 6.8 +12.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -30 6.0 +11.2
EBIZ Global X E-Commerce ETF 1.3 50 -20 1.5 +6.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.3 40 -10 5.8 +11.0
CFA VictoryShares US 500 Volatility Wtd ETF 1.3 35 -5 5.8 +11.0
IWO iShares Russell 2000 Growth ETF 1.3 24 6 1.4 +6.6
BGIG Bahl & Gaynor Income Growth ETF 1.3 45 -15 5.3 +10.5
IWD iShares Russell 1000 Value ETF 1.3 19 11 6.6 +11.7
VONV Vanguard Russell 1000 Value ETF 1.3 8 22 6.7 +11.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 23 5.6 +10.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 21 5.8 +10.9
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 26 6.1 +11.3
REVS Columbia Research Enhanced Value ETF 1.3 19 11 7.8 +12.9
GDIV Harbor Dividend Growth Leaders ETF 1.3 50 -20 6.0 +11.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 -5 8.6 +13.7
DUHP Dimensional US High Profitability ETF 1.3 21 9 6.8 +12.0
CGUS Capital Group Core Equity ETF 1.3 33 -3 4.6 +9.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 -8 8.5 +13.7
BIBL Inspire 100 ETF 1.2 35 -5 4.7 +9.8
IWX iShares Russell Top 200 Value ETF 1.2 20 10 6.5 +11.7
DIV Global X SuperDividend US ETF 1.2 45 -15 9.0 +14.2
ZIG Acquirers Fund 1.2 84 -54 13.5 +18.7
EQUL IQ Engender Equality ETF 1.2 45 -15 6.6 +11.8
IUS Invesco RAFI Strategic US ETF 1.2 19 11 7.1 +12.3
TEMP JPMorgan Climate Change Solutions ETF 1.2 49 -19 4.9 +10.1
BFOR ALPS Barron's 400 ETF 1.2 65 -35 7.2 +12.4
FLLV Franklin U.S. Low Volatility ETF 1.2 29 1 5.7 +10.9
IWR iShares Russell Midcap ETF 1.2 19 11 5.5 +10.7
VLU SPDR S&P 1500 Value Tilt ETF 1.2 12 18 7.1 +12.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 -20 6.7 +11.9
VOOV Vanguard S&P 500 Value ETF 1.2 10 20 5.5 +10.7
VTWG Vanguard Russell 2000 Growth ETF 1.2 15 15 1.6 +6.8
MOTG VanEck Morningstar Global Wide Moat ETF 1.2 52 -22 5.8 +10.9
VWID Virtus WMC International Dividend ETF 1.2 49 -19 9.5 +14.6
LCLG Logan Capital Broad Innovative Growth ETF 1.1 99 -69 4.5 +9.6
VTV Vanguard Value ETF 1.1 4 26 7.0 +12.2
FXO First Trust Financials AlphaDEX Fund 1.1 62 -32 9.4 +14.5
SRHQ SRH U.S. Quality ETF 1.1 35 -5 7.7 +12.8
ISCB iShares Morningstar Small-Cap ETF 1.1 4 26 5.2 +10.3
STXD Strive 1000 Dividend Growth ETF 1.1 35 -5 5.2 +10.4
RSP Invesco S&P 500 Equal Weight ETF 1.1 20 10 6.1 +11.2
XRT SPDR S&P Retail ETF 1.1 35 -5 8.2 +13.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -41 0.8 +6.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.1 65 -35 1.9 +7.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 0 7.3 +12.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 -8 6.8 +12.0
BLES Inspire Global Hope ETF 1.1 61 -31 6.2 +11.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 21 3.8 +9.0
PRF Invesco FTSE RAFI US 1000 ETF 1.1 39 -9 6.5 +11.7
VOT Vanguard Mid-Cap Growth ETF 1.1 7 23 4.0 +9.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.1 59 -29 5.5 +10.6
PSCF Invesco S&P SmallCap Financials ETF 1.0 29 1 9.8 +14.9
IVE iShares S&P 500 Value ETF 1.0 18 12 6.6 +11.7
SPYV SPDR Portfolio S&P 500 Value ETF 1.0 4 26 6.7 +11.9
MGV Vanguard Mega Cap Value ETF 1.0 7 23 6.8 +12.0
ARKG ARK Genomic Revolution ETF 1.0 75 -45 -7.4 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 -9 4.0 +9.2
IUSV iShares Core S&P US Value ETF 1.0 4 26 6.8 +12.0
SFYX SoFi Next 500 ETF 1.0 0 30 5.5 +10.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.0 36 -6 10.8 +16.0
GDVD R3 Global Dividend Growth ETF 1.0 88 -58 5.8 +11.0
FDD First Trust Stoxx European Select Dividend Index Fund 1.0 58 -28 13.2 +18.4
NULV Nuveen ESG Large-Cap Value ETF 1.0 26 4 7.2 +12.3
PY Principal Value ETF 0.9 15 15 7.5 +12.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.9 35 -5 9.0 +14.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.9 60 -30 5.3 +10.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 13 5.3 +10.5
VFMF Vanguard U.S. Multifactor ETF 0.9 18 12 8.5 +13.7
SCHV Schwab U.S. Large-Cap Value ETF 0.9 4 26 6.6 +11.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 26 6.0 +11.2
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 10 6.0 +11.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 21 4.8 +10.0
ILCV iShares Morningstar Value ETF 0.9 4 26 6.7 +11.8
HLGE Hartford Longevity Economy ETF 0.9 44 -14 6.3 +11.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 10 6.6 +11.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.9 25 5 6.9 +12.1
IMCB iShares Morningstar Mid-Cap ETF 0.8 4 26 6.0 +11.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -31 6.9 +12.1
IWM iShares Russell 2000 ETF 0.8 19 11 3.5 +8.7
EWUS iShares MSCI United Kingdom Small Cap ETF 0.8 59 -29 6.2 +11.3
SMMD iShares Russell 2500 ETF 0.8 15 15 5.8 +11.0
FNDX Schwab Fundamental US Large Co. Index ETF 0.8 25 5 6.9 +12.1
VB Vanguard Small-Cap ETF 0.8 5 25 5.2 +10.4
FNDB Schwab Fundamental US Broad Market Index ETF 0.8 25 5 6.9 +12.0
STXK Strive Small-Cap ETF 0.8 18 12 5.1 +10.2
SCHA Schwab U.S. Small-Cap ETF 0.8 4 26 4.7 +9.9
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -20 1.8 +7.0
KDIV KraneShares S&P Pan Asia Dividend Aristocrats Index ETF 0.8 68 -38 7.0 +12.2
VO Vanguard Mid-Cap ETF 0.8 4 26 5.7 +10.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -30 8.6 +13.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 26 5.4 +10.6
FJP First Trust Japan AlphaDEX Fund 0.7 80 -50 10.0 +15.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 5 6.5 +11.7
SSLY Syntax Stratified SmallCap ETF 0.7 40 -10 7.2 +12.4
VTWO Vanguard Russell 2000 ETF 0.7 10 20 3.7 +8.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 15 7.6 +12.8
IGV iShares Expanded Tech-Software Sector ETF 0.7 41 -11 3.0 +8.1
DWX SPDR S&P International Dividend ETF 0.7 45 -15 6.8 +12.0
SMDY Syntax Stratified MidCap ETF 0.7 35 -5 6.1 +11.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.7 18 12 7.6 +12.8
RWL Invesco S&P 500 Revenue ETF 0.7 39 -9 6.5 +11.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 15 5.9 +11.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 15 8.3 +13.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 12 8.2 +13.4
STXV Strive 1000 Value ETF 0.7 18 12 7.9 +13.1
GVLU Gotham 1000 Value ETF 0.7 50 -20 7.5 +12.7
FLDZ RiverNorth Patriot ETF 0.7 75 -45 5.9 +11.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 18 6.6 +11.8
DGRO iShares Core Dividend Growth ETF 0.6 8 22 6.5 +11.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 15 6.9 +12.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.6 50 -20 8.3 +13.4
VIG Vanguard Dividend Appreciation ETF 0.6 6 24 5.6 +10.8
VAMO Cambria Value & Momentum ETF 0.6 61 -31 10.0 +15.2
FVD First Trust Value Line Dividend Index Fund 0.6 65 -35 5.9 +11.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 -9 8.4 +13.6
LCF Touchstone US Large Cap Focused ETF 0.6 69 -39 4.4 +9.5
INTF iShares International Equity Factor ETF 0.6 15 15 7.9 +13.1
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 7 3.5 +8.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 -30 5.0 +10.1
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -20 4.4 +9.6
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -22 7.3 +12.5
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 15 7.1 +12.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 -5 7.4 +12.5
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.6 42 -12 7.3 +12.5
MDY SPDR S&P Midcap 400 ETF Trust 0.6 23 7 6.6 +11.8
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 10 20 6.8 +12.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.6 35 -5 7.2 +12.4
VOE Vanguard Mid-Cap Value ETF 0.6 7 23 7.4 +12.6
IJH iShares Core S&P Mid-Cap ETF 0.6 5 25 34.1 +39.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 27 6.8 +12.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 11 6.4 +11.5
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -19 5.8 +11.0
IDV iShares International Select Dividend ETF 0.6 51 -21 14.2 +19.4
VYM Vanguard High Dividend Yield Index ETF 0.6 6 24 7.4 +12.5
YPS Arrow Reverse Cap 500 ETF 0.6 29 1 6.5 +11.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 1 9.1 +14.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -43 11.4 +16.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.5 34 -4 10.9 +16.1
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 13 6.9 +12.1
EES WisdomTree U.S. SmallCap Fund 0.5 38 -8 9.8 +15.0
PFM Invesco Dividend Achievers ETF 0.5 53 -23 5.6 +10.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -65 1.5 +6.7
KRE SPDR S&P Regional Banking ETF 0.5 35 -5 11.6 +16.7
IWFH iShares Virtual Work and Life Multisector ETF 0.5 47 -17 -3.4 +1.8
GDEF Goldman Sachs Defensive Equity ETF 0.5 55 -25 4.3 +9.5
DFLV Dimensional US Large Cap Value ETF 0.5 22 8 7.9 +13.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.5 20 10 6.5 +11.7
EZM WisdomTree U.S. MidCap Fund 0.5 38 -8 8.1 +13.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 13 5.6 +10.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.5 20 10 6.9 +12.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 15 5.6 +10.7
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -59 4.5 +9.7
SCJ iShares MSCI Japan Small-Cap ETF 0.5 50 -20 6.1 +11.3
USVT US Value ETF 0.5 49 -19 11.4 +16.6
IEDI iShares U.S. Consumer Focused ETF 0.5 18 12 4.5 +9.7
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 5 5.1 +10.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 15 6.2 +11.4
CVAR Cultivar ETF 0.5 87 -57 7.1 +12.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.5 18 12 6.7 +11.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 -9 8.6 +13.8
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -12 6.5 +11.7
DFUV Dimensional US Marketwide Value ETF 0.4 22 8 7.6 +12.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 6 7.7 +12.9
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 15 7.3 +12.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 18 7.3 +12.5
DFAS Dimensional U.S. Small Cap ETF 0.4 26 4 5.8 +11.0
SSPY Syntax Stratified LargeCap ETF 0.4 30 0 6.4 +11.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.4 15 15 6.6 +11.8
ISMD Inspire Small/Mid Cap ETF 0.4 54 -24 6.0 +11.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 12 6.6 +11.8
HKND Humankind US Stock ETF 0.4 11 19 6.7 +11.9
VFVA Vanguard U.S. Value Factor ETF 0.4 13 17 10.7 +15.9
SQEW LeaderShares Equity Skew ETF 0.4 81 -51 5.9 +11.1
RFDI First Trust Riverfront Dynamic Developed International ETF 0.4 83 -53 9.0 +14.2
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 7 8.6 +13.8
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 24 8.1 +13.2
FDEV Fidelity International Multifactor ETF 0.4 18 12 7.3 +12.4
UIVM VictoryShares International Value Momentum ETF 0.4 35 -5 10.8 +15.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 2 8.1 +13.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -29 8.3 +13.5
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 -18 7.2 +12.4
LVOL American Century Low Volatility ETF 0.3 29 1 5.0 +10.2
IWN iShares Russell 2000 Value ETF 0.3 24 6 5.6 +10.8
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 1 6.9 +12.1
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 -12 6.0 +11.2
TTAC FCF US Quality ETF 0.3 59 -29 6.2 +11.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 10 7.8 +12.9
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -18 7.9 +13.0
VTWV Vanguard Russell 2000 Value ETF 0.3 15 15 5.7 +10.9
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 5 10.0 +15.2
PSC Principal U.S. Small-Cap ETF 0.3 38 -8 7.7 +12.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 -2 4.9 +10.1
DIM WisdomTree International MidCap Dividend Fund 0.3 58 -28 7.6 +12.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 15 15 6.7 +11.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -45 4.6 +9.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 18 7.5 +12.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 10 4.5 +9.6
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 -10 6.0 +11.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 15 7.9 +13.1
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -9 7.2 +12.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.3 67 -37 9.4 +14.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 0 8.8 +14.0
DIVB iShares Core Dividend ETF 0.3 5 25 7.9 +13.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 -5 10.0 +15.1
TMFM Motley Fool Mid-Cap Growth ETF 0.3 85 -55 3.0 +8.1
TMFS Motley Fool Small-Cap Growth ETF 0.3 85 -55 2.8 +8.0
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 -12 5.8 +11.0
IJR iShares Core S&P Small Cap ETF 0.3 6 24 7.8 +13.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 27 7.8 +13.0
AVIV Avantis International Large Cap Value ETF 0.3 25 5 8.9 +14.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 20 7.6 +12.8
RNMC First Trust Mid Cap US Equity Select ETF 0.3 60 -30 7.8 +13.0
FNDC Schwab Fundamental International Small Co. Index ETF 0.3 39 -9 6.7 +11.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 -8 8.0 +13.2
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 -5 5.2 +10.3
AVDV Avantis International Small Cap Value ETF 0.2 36 -6 7.9 +13.0
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 1 8.7 +13.8
NUSC Nuveen ESG Small-Cap ETF 0.2 31 -1 5.0 +10.1
SCHC Schwab International Small-Cap Equity ETF 0.2 11 19 6.0 +11.1
FLJP Franklin FTSE Japan ETF 0.2 9 21 6.8 +12.0
VBR Vanguard Small Cap Value ETF 0.2 7 23 8.1 +13.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 15 15 8.6 +13.8
DFSV Dimensional US Small Cap Value ETF 0.2 31 -1 8.7 +13.9
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 21 6.7 +11.8
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.2 80 -50 11.0 +16.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 -9 9.0 +14.2
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 11 6.8 +12.0
EWJ iShares MSCI Japan ETF 0.2 50 -20 6.4 +11.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 -30 7.9 +13.1
EWJV iShares MSCI Japan Value ETF 0.2 15 15 8.8 +14.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 5 8.7 +13.8
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 -8 8.7 +13.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -19 5.9 +11.1
IPAC iShares Core MSCI Pacific ETF 0.2 9 21 6.4 +11.6
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 -17 6.3 +11.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.2 48 -18 5.9 +11.1
ISZE iShares MSCI Intl Size Factor ETF 0.2 30 0 6.7 +11.8
ROSC Hartford Multifactor Small Cap ETF 0.2 34 -4 9.7 +14.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 7 23 6.4 +11.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 18 7.2 +12.4
AVDE Avantis International Equity ETF 0.1 23 7 7.9 +13.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 22 4.4 +9.6
VPL Vanguard FTSE Pacific ETF 0.1 8 22 6.6 +11.7
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.1 80 -50 10.9 +16.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.1 9 21 8.0 +13.2
JHMD John Hancock Multifactor Developed International ETF 0.1 39 -9 7.4 +12.6
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.1 25 5 7.7 +12.8
VCR Vanguard Consumer Discretionary ETF 0.1 10 20 4.3 +9.5
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 12 8.9 +14.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 15 9.0 +14.1
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -8 9.0 +14.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 1 7.2 +12.4
DFIV Dimensional International Value ETF 0.1 27 3 10.2 +15.4
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 0 7.1 +12.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -17 9.5 +14.6
FCOM Fidelity MSCI Communication Services Index ETF 0.1 8 22 4.7 +9.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -15 8.3 +13.5
GWX SPDR S&P International Small Cap ETF 0.1 40 -10 5.3 +10.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 6 6.2 +11.3
IEFA iShares Core MSCI EAFE ETF 0.1 7 23 6.7 +11.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 10 10.1 +15.3
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 26 6.8 +11.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 -10 7.9 +13.0
DTH WisdomTree International High Dividend Fund 0.1 58 -28 10.2 +15.4
DFIS Dimensional International Small Cap ETF 0.1 39 -9 6.6 +11.8
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 -10 3.5 +8.7
IVLU iShares MSCI Intl Value Factor ETF 0.1 30 0 10.9 +16.1
DWM WisdomTree International Equity Fund 0.1 48 -18 7.9 +13.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -9 7.6 +12.7
VSGX Vanguard ESG International Stock ETF 0.1 12 18 4.3 +9.5
VEA Vanguard FTSE Developed Markets ETF 0.1 5 25 6.9 +12.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 6 8.5 +13.7
DFAI Dimensional International Core Equity Market ETF 0.1 18 12 6.9 +12.1
VYMI Vanguard International High Dividend Yield ETF 0.1 22 8 9.7 +14.9
IQSI IQ Candriam International Equity ETF 0.1 15 15 6.3 +11.5
DEW WisdomTree Global High Dividend Fund 0.1 58 -28 9.1 +14.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -28 5.4 +10.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 27 6.8 +12.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 -12 6.7 +11.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 7 7.4 +12.6
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 23 5.1 +10.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 0 7.7 +12.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 -9 7.5 +12.7
VXUS Vanguard Total International Stock ETF 0.0 7 23 5.3 +10.4
DIHP Dimensional International High Profitability ETF 0.0 29 1 7.0 +12.1
SCHF Schwab International Equity ETF 0.0 6 24 7.0 +12.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.0 20 10 6.8 +11.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 5 9.0 +14.2
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.0 20 10 6.0 +11.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.0 25 5 7.4 +12.6
EFV iShares MSCI EAFE Value ETF 0.0 34 -4 9.3 +14.5
EFA iShares MSCI EAFE ETF 0.0 35 -5 6.4 +11.6
BKIE BNY Mellon International Equity ETF 0.0 4 26 6.9 +12.1
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 10 6.6 +11.8
EFG iShares MSCI EAFE Growth ETF 0.0 36 -6 4.0 +9.2
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.0 36 -6 6.4 +11.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 22 5.1 +10.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 -12 5.7 +10.8
IEUR iShares Core MSCI Europe ETF 0.0 11 19 6.8 +11.9
SPEU SPDR Portfolio Europe ETF 0.0 7 23 6.7 +11.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.0 24 6 7.9 +13.1
VGK Vanguard FTSE Europe ETF 0.0 11 19 6.8 +12.0
CWI SPDR MSCI ACWI ex-US ETF 0.0 30 0 6.7 +11.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 -4 4.9 +10.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 -11 6.6 +11.8
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -22 4.0 +9.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -27 3.3 +8.5
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 0 6.8 +12.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.0 42 -12 4.9 +10.1
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -20 4.8 +10.0

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:
Schwab Crypto Thematic ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID

Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -16.6 %
Divided by: Fwd. P/BV 3.4 x
Less: Expense ratio 30 bp
Equals: ALTAR Score -5.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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