SPDR MFS Systematic Growth Equity ETF
ALTAR
Score™
0.0% info Recommen-
dation
AVOID
2021E    2022E
P/E
ratio
0.0x P/Sales
ratio
0.0x
P/BV
ratio
0.0x Div.
yield
0.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR MFS Systematic Growth Equity ETF is an exchange-traded ticker incorporated in the USA. The Fund seeks capital appreciation.

FUND BASICS
Category US Equities
Fund Sponsor SSgA Funds Management
Website www.spdrs.com
Inception date Jan 08, 2014
Assets (mns) $0
Currency USD
Expense ratio 60 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian Bank of New York Mellon
Weighting Proprietary
Index replication Not Applicable
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 50
Wgt avg mkt cap (mns) $671,785
Large cap (>$10bn) 99.3%
Mid cap ($2-10bn) 0.7%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
APPLE INC 9.1 %
MICROSOFT CORP 8.2 %
AMAZON.COM INC 6.5 %
ALPHABET INC. CLASS C 5.5 %
PAYPAL HOLDINGS INC 4.4 %
FACEBOOK 4.4 %
NVIDIA CORP 3.1 %
ORACLE CORP 3.0 %
PUBLIC STORAGE 2.8 %
JOHNSON & JOHNSON 2.8 %
Total 49.7 %

TOP COUNTRY EXPOSURE
0.0 %











HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.8% 28.0% 15.9% -- 15.1%

Market Correlations
versus... Beta R-squared
S&P500 1.04 93%
MSCI EAFE 0.94 75%
MSCI Emg. Mkts. 0.79 64%

Technical Indicators
Recent close $0.00
30d moving avg. $0.00
Annualized volatility 20.0%
Short interest (ETF) 0.0%
Short interest (Underlying) 1.6%
Relative strength (RSI)

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $106,682

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 708 potential alternatives to the SPDR MFS Systematic Growth Equity ETF ETF based on the alternatives' overlap in portfolio holdings with SYG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SYG Expense: 60 bp ALTAR Score™: 0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SYG
Ticker Fund
Name
Overlap1
vs SYG
(%)
Expense
ratio
(bp)
Savings
vs SYG
(bp)
ALTAR
Score™
(%)
ALTAR
vs SYG
(%)
SYE SPDR MFS Systematic Core Equity ETF 53.7 60 0 0.0 0.0
QYLD Global X NASDAQ 100 Covered Call ETF 50.8 60 0 3.4 +3.4
IWY iShares Russell Top 200 Growth ETF 50.7 20 40 3.9 +3.9
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 50.5 60 0 3.4 +3.4
TMFC Motley Fool 100 Index ETF 50.4 50 10 3.2 +3.2
NUSI Nationwide Risk-Managed Income ETF 50.3 68 -8 3.3 +3.3
QQQM Invesco NASDAQ 100 ETF 50.2 15 45 3.8 +3.8
QQQ Invesco QQQ Trust 50.2 20 40 3.7 +3.7
VOOG Vanguard S&P 500 Growth ETF 49.0 10 50 4.0 +4.0
SPYG SPDR Portfolio S&P 500 Growth ETF 48.9 4 56 4.0 +4.0
IVW iShares S&P 500 Growth ETF 48.9 18 42 3.9 +3.9
VONG Vanguard Russell 1000 Growth Index Fund 48.3 8 52 3.9 +3.9
IWF iShares Russell 1000 Growth ETF 48.3 19 41 3.8 +3.8
IGM iShares Expanded Tech Sector ETF 48.2 46 14 3.4 +3.4
IUSG iShares Core S&P US Growth ETF 47.7 4 56 4.0 +4.0
MGK Vanguard Mega Cap Growth ETF 47.6 7 53 3.7 +3.7
XLG Invesco S&P 500 Top 50 ETF 47.6 20 40 4.3 +4.3
SCHG Schwab U.S. Large-Cap Growth ETF 47.4 4 56 3.3 +3.3
IETC iShares Evolved U.S. Technology ETF 47.2 18 42 3.6 +3.6
VUG Vanguard Growth Index Fund 46.2 4 56 3.6 +3.6
HIPR Direxion High Growth ETF 46.1 40 20 3.9 +3.9
OEF iShares S&P 100 ETF 45.6 20 40 4.5 +4.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 44.1 60 0 4.0 +4.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 43.9 21 39 3.1 +3.1
STLG iShares Factors US Growth Style ETF 43.9 25 35 4.9 +4.9
SPMO Invesco S&P 500 Momentum ETF 43.8 13 47 3.6 +3.6
ILCG iShares Morningstar Growth ETF 43.0 4 56 3.2 +3.2
IYW iShares U.S. Technology ETF 41.2 43 17 3.6 +3.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 40.3 49 11 3.8 +3.8
IWL iShares Russell Top 200 ETF 38.6 15 45 4.6 +4.6
BKLC BNY Mellon US Large Cap Core Equity ETF 38.6 0 60 4.7 +4.7
MMLG First Trust Multi-Manager Large Growth ETF 38.5 85 -25 1.6 +1.6
SPXN ProShares S&P 500 Ex-Financials ETF 37.1 27 33 4.4 +4.4
MGC Vanguard Mega Cap Index Fund 37.1 7 53 4.7 +4.7
QLC FlexShares US Quality Large Cap Index Fund 36.9 32 28 4.7 +4.7
TECB iShares US Tech Breakthrough Multisector ETF 36.5 40 20 3.5 +3.5
SFY SoFi Select 500 ETF 35.9 0 60 4.5 +4.5
RECS Columbia Research Enhanced Core ETF 35.0 15 45 5.4 +5.4
SPQQ Siren Large Cap Blend Index ETF 34.6 20 40 3.8 +3.8
GSPY Gotham Enhanced 500 ETF 34.4 50 10 4.8 +4.8
VGT Vanguard Information Technology Index Fund 34.0 10 50 4.1 +4.1
FTEC Fidelity MSCI Information Technology Index ETF 33.9 8 52 4.1 +4.1
XVV iShares ESG Screened S&P 500 ETF 33.7 8 52 4.9 +4.9
ADME Aptus Drawdown Managed Equity ETF 33.7 79 -19 3.5 +3.5
SPXV ProShares S&P 500 Ex-Health Care ETF 33.5 27 33 4.3 +4.3
ESG FlexShares STOXX US ESG Impact Index Fund 33.4 32 28 4.7 +4.7
SPXE ProShares S&P 500 Ex-Energy ETF 33.3 27 33 4.7 +4.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 33.2 20 40 4.7 +4.7
SNPE Xtrackers S&P 500 ESG ETF 33.1 10 50 4.7 +4.7
EFIV SPDR S&P 500 ESG ETF 33.1 10 50 4.7 +4.7
PBP Invesco S&P 500 BuyWrite ETF 32.9 49 11 4.3 +4.3
XLK Technology Select Sector SPDR Fund 32.7 12 48 4.4 +4.4
XYLG Global X S&P 500 Covered Call & Growth ETF 32.7 60 0 4.3 +4.3
CATH Global X S&P 500 Catholic Values Custom ETF 32.6 29 31 4.4 +4.4
IQSU IQ Candriam ESG US Equity ETF 32.4 9 51 4.7 +4.7
IVV iShares Core S&P 500 ETF 32.3 3 57 4.8 +4.8
IOO iShares Global 100 ETF 32.3 40 20 4.8 +4.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 32.3 7 53 4.6 +4.6
SPY SPDR S&P 500 ETF Trust 32.3 9 51 4.8 +4.8
VOO VANGUARD S&P 500 ETF 32.3 3 57 4.8 +4.8
WOMN Impact Shares YWCA Women's Empowerment ETF 32.3 75 -15 4.4 +4.4
SPLG SPDR Portfolio Large Cap ETF 32.3 3 57 4.8 +4.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 32.2 20 40 4.7 +4.7
ESGV Vanguard ESG U.S. Stock ETF 32.1 12 48 4.6 +4.6
VV Vanguard Large-Cap Index Fund 31.6 4 56 4.7 +4.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 31.5 2 58 4.7 +4.7
PBUS Invesco PureBeta MSCI USA ETF 31.2 4 56 4.7 +4.7
IXN iShares Global Tech ETF 31.0 46 14 4.2 +4.2
QLV FlexShares US Quality Low Volatility Index Fund 31.0 22 38 4.3 +4.3
FLRG Fidelity U.S. Multifactor ETF 30.9 29 31 5.8 +5.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 30.8 9 51 5.1 +5.1
ILCB iShares Morningstar U.S. Equity ETF 30.8 3 57 4.7 +4.7
ESGU iShares MSCI USA ESG Optimized ETF 30.8 15 45 4.6 +4.6
SCHX Schwab U.S. Large-Cap ETF 30.4 3 57 4.7 +4.7
SIXA 6 Meridian Mega Cap Equity ETF 30.3 86 -26 5.2 +5.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 30.1 12 48 4.6 +4.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 30.0 15 45 4.8 +4.8
FVAL Fidelity Value Factor ETF 29.9 29 31 6.6 +6.6
STLC iShares Factors US Blend Style ETF 29.9 25 35 5.5 +5.5
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 29.9 15 45 0.0 0.0
VONE Vanguard Russell 1000 ETF 29.8 8 52 4.7 +4.7
IWB iShares Russell 1000 ETF 29.8 15 45 4.6 +4.6
XNTK SPDR NYSE Technology ETF 29.7 35 25 3.0 +3.0
SPTM SPDR Portfolio Total Stock Market ETF 29.5 3 57 4.9 +4.9
SCHK Schwab 1000 Index ETF 29.4 5 55 4.6 +4.6
IYY iShares Dow Jones U.S. ETF 29.4 20 40 4.5 +4.5
LRGE ClearBridge Large Cap Growth ESG ETF 29.1 59 1 3.1 +3.1
RFFC RiverFront Dynamic US Flex-Cap ETF 28.8 52 8 4.5 +4.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 28.6 52 8 4.9 +4.9
NULG Nuveen ESG Large-Cap Growth ETF 28.5 35 25 3.2 +3.2
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 28.3 12 48 4.9 +4.9
NACP Impact Shares NAACP Minority Empowerment ETF 28.2 49 11 4.5 +4.5
FDMO Fidelity Momentum Factor ETF 28.0 29 31 4.0 +4.0
QUAL iShares MSCI Usa Quality Factor ETF 27.9 15 45 5.0 +5.0
AIQ Global X Future Analytics Tech ETF 27.9 68 -8 3.3 +3.3
IWV iShares Russell 3000 ETF 27.8 20 40 4.4 +4.4
VTHR Vanguard Russell 3000 Index Fund 27.8 10 50 4.5 +4.5
JHMT John Hancock Multifactor Technology ETF 27.7 40 20 4.1 +4.1
SCHB Schwab U.S. Broad Market ETF 27.6 3 57 4.5 +4.5
LIV Emles (a)Home ETF 27.6 49 11 2.4 +2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 27.4 3 57 4.5 +4.5
VTI Vanguard Total Stock Market Index Fund 27.4 3 57 4.4 +4.4
PNQI Invesco NASDAQ Internet ETF 27.2 60 0 1.5 +1.5
CACG ClearBridge All Cap Growth ETF 27.2 53 7 3.9 +3.9
QDF FlexShares Quality Dividend Index Fund 27.2 37 23 6.0 +6.0
ACIO Aptus Collared Income Opportunity ETF 27.2 79 -19 3.9 +3.9
FQAL Fidelity Quality Factor ETF 26.8 29 31 4.9 +4.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 26.7 19 41 5.2 +5.2
QUS SPDR MSCI USA StrategicFactors ETF 26.4 15 45 5.3 +5.3
FDLO Fidelity Low Volatility Factor ETF 26.4 29 31 4.5 +4.5
SPHQ Invesco S&P 500 Quality ETF 26.4 15 45 4.5 +4.5
FCPI Fidelity Stocks for Inflation ETF 26.3 29 31 5.4 +5.4
SUSL iShares ESG MSCI USA Leaders ETF 26.3 10 50 4.9 +4.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 26.3 10 50 4.9 +4.9
LVOL American Century Low Volatility ETF 26.2 29 31 4.8 +4.8
EPS WisdomTree U.S. Earnings 500 Fund 26.1 8 52 6.0 +6.0
DFAU Dimensional US Core Equity Market ETF 26.0 12 48 4.8 +4.8
SFYF SoFi 50 ETF 26.0 29 31 0.0 0.0
FDN First Trust Dow Jones Internet Index Fund 25.9 51 9 1.9 +1.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 25.9 42 18 4.9 +4.9
DSI iShares MSCI KLD 400 Social ETF 25.4 25 35 4.6 +4.6
QDEF FlexShares Quality Dividend Defensive Index Fund 25.4 37 23 5.8 +5.8
VEGN US Vegan Climate ETF 25.4 60 0 4.0 +4.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 25.3 28 32 6.2 +6.2
QGRO American Century STOXX U.S. Quality Growth ETF 25.2 29 31 4.4 +4.4
JQUA JPMorgan U.S. Quality Factor ETF 24.9 12 48 5.1 +5.1
WUGI Esoterica NextG Economy ETF 24.9 75 -15 0.8 +0.8
RPG Invesco S&P 500 Pure Growth ETF 24.7 35 25 3.2 +3.2
HLAL Wahed FTSE USA Shariah ETF 24.5 50 10 4.3 +4.3
IVLC Invesco US Large Cap Core ESG ETF 24.5 48 12 4.5 +4.5
ACVF American Conservative Values ETF 24.2 75 -15 4.1 +4.1
DLN WisdomTree U.S. LargeCap Dividend Fund 24.1 28 32 6.2 +6.2
AVDG AVDR US LargeCap ESG ETF 24.1 60 0 4.6 +4.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 24.0 37 23 5.8 +5.8
EQWL Invesco Russell Top 200 Equal Weight ETF 24.0 25 35 5.6 +5.6
RESP WisdomTree US ESG Fund of Benef Interest 23.8 28 32 5.4 +5.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 23.8 75 -15 2.8 +2.8
DIVB iShares U.S. Dividend & Buyback ETF 23.7 25 35 5.9 +5.9
SUSA iShares MSCI USA ESG Select ETF 23.4 25 35 4.4 +4.4
JMOM JPMorgan U.S. Momentum Factor ETF 23.2 12 48 3.4 +3.4
FDRR Fidelity Dividend ETF for Rising Rates 22.8 29 31 6.5 +6.5
KRMA Global X Conscious Companies ETF 22.7 43 17 5.1 +5.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 22.6 58 2 3.8 +3.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 22.5 35 25 4.1 +4.1
JOYY Infusive Compounding Global Equities ETF 22.5 50 10 3.8 +3.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 22.5 50 10 5.5 +5.5
TOK iShares MSCI Kokusai ETF 22.4 25 35 5.0 +5.0
KOKU Xtrackers MSCI Kokusai Equity ETF 22.4 9 51 5.0 +5.0
PLAT WisdomTree Modern Tech Platforms Fund 22.4 20 40 1.4 +1.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 22.3 57 3 3.6 +3.6
PWB Invesco Dynamic Large Cap Growth ETF 22.2 56 4 2.9 +2.9
DTD WisdomTree U.S.Total Dividend Fund 22.1 28 32 6.3 +6.3
TTAC TrimTabs US Free Cash Flow Quality ETF 22.1 59 1 4.9 +4.9
ECOZ TrueMark ESG Active Opportunities ETF 22.0 58 2 3.4 +3.4
FDG American Century Focused Dynamic Growth ETF 22.0 45 15 1.5 +1.5
OGIG O'Shares Global Internet Giants ETF 21.9 48 12 1.0 +1.0
AFLG First Trust Active Factor Large Cap ETF 21.8 55 5 4.8 +4.8
SPMV Invesco S&P 500 Minimum Variance ETF 21.5 10 50 4.9 +4.9
AVUS Avantis U.S. Equity ETF 21.4 15 45 5.1 +5.1
IGV iShares Expanded Tech-Software ETF 21.4 46 14 2.1 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 21.4 27 33 4.9 +4.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 21.3 35 25 6.8 +6.8
KOIN Innovation Shares NextGen Protocol ETF 21.2 95 -35 3.7 +3.7
URTH iShares MSCI World ETF 21.0 24 36 5.1 +5.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 20.6 30 30 5.5 +5.5
JHML John Hancock Multifactor Large Cap ETF 20.6 29 31 4.8 +4.8
OUSA O'Shares FTSE US Quality Dividend ETF 20.6 48 12 5.6 +5.6
LCG Sterling Capital Focus Equity ETF 20.4 59 1 2.2 +2.2
HKND Humankind US Stock ETF 20.2 209 -149 3.9 +3.9
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 20.1 25 35 4.9 +4.9
ACSI American Customer Satisfaction Core Alpha ETF 20.1 66 -6 4.7 +4.7
RWL Invesco S&P 500 Revenue ETF 20.0 39 21 5.9 +5.9
NULC Nuveen ESG Large-Cap ETF 19.9 20 40 4.6 +4.6
AVDR AVDR US LargeCap Leading ETF 19.8 60 0 5.0 +5.0
ANEW ProShares MSCI Transformational Changes ETF 19.8 45 15 2.6 +2.6
EQOP Natixis U.S. Equity Opportunities ETF 19.7 90 -30 4.2 +4.2
CCON Direxion Connected Consumer ETF 19.7 45 15 2.9 +2.9
BUZZ VanEck Vectors Social Sentiment ETF 19.5 75 -15 2.8 +2.8
USMV iShares Edge MSCI Min Vol USA ETF 19.4 15 45 5.3 +5.3
WFH Direxion Work From Home ETF 19.3 45 15 3.4 +3.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 19.0 50 10 3.4 +3.4
SYV SPDR MFS Systematic Value Equity ETF 18.8 60 0 0.0 0.0
DGRO iShares Core Dividend Growth ETF 18.8 8 52 6.3 +6.3
DUSA Davis Select U.S. Equity ETF 18.6 62 -2 6.6 +6.6
FDVV Fidelity Core Dividend ETF 18.4 29 31 6.4 +6.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 18.4 20 40 5.4 +5.4
IUS Invesco Strategic US ETF 18.3 19 41 5.2 +5.2
LOWC SPDR MSCI ACWI Low Carbon Target ETF 18.3 20 40 5.5 +5.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 18.2 60 0 6.0 +6.0
ACWI iShares MSCI ACWI ETF 18.2 32 28 5.2 +5.2
FLQL Franklin LibertyQ U.S. Equity ETF 18.1 15 45 6.0 +6.0
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 17.9 69 -9 4.5 +4.5
ROUS Hartford Multifactor US Equity ETF 17.8 19 41 5.6 +5.6
MILN Global X Millennial Consumer ETF 17.8 50 10 2.1 +2.1
FTLB First Trust Hedged BuyWrite Income ETF 17.7 85 -25 5.3 +5.3
FTHI First Trust High Income ETF 17.7 85 -25 5.2 +5.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 17.5 9 51 5.3 +5.3
GBLO Global Beta Low Beta ETF 17.5 29 31 6.7 +6.7
LRGF iShares Edge MSCI Multifactor USA ETF 17.4 20 40 6.3 +6.3
RAFE PIMCO RAFI ESG U.S. ETF 17.4 30 30 6.7 +6.7
VIG Vanguard Dividend Appreciation Index Fund 17.3 6 54 5.4 +5.4
SKYY First Trust Cloud Computing ETF 17.3 60 0 2.4 +2.4
IEDI iShares Evolved U.S. Discretionary Spending ETF 17.2 18 42 3.6 +3.6
JOET Virtus Terranova US Quality Momentum ETF 17.0 29 31 4.8 +4.8
CLRG IQ Chaikin U.S. Large Cap ETF 16.9 25 35 5.1 +5.1
PFM Invesco Dividend Achievers ETF 16.8 53 7 5.3 +5.3
QWLD SPDR MSCI World StrategicFactors ETF 16.8 30 30 5.5 +5.5
YLDE ClearBridge Dividend Strategy ESG ETF 16.8 60 0 4.6 +4.6
VNSE Natixis Vaughan Nelson Select ETF 16.4 85 -25 2.6 +2.6
JEPI JPMorgan Equity Premium Income ETF 16.4 35 25 4.7 +4.7
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 16.3 49 11 4.3 +4.3
VFMV Vanguard U.S. Minimum Volatility ETF 16.2 13 47 4.5 +4.5
VIRS Pacer BioThreat Strategy ETF 16.1 70 -10 5.1 +5.1
VT Vanguard Total World Stock ETF 16.0 8 52 5.4 +5.4
PSET Principal Price Setters Index ETF 15.6 15 45 4.9 +4.9
MXDU Nationwide Maximum Diversification US Core Equity ETF 15.5 34 26 4.1 +4.1
ILCV iShares Morningstar Value ETF 15.4 4 56 6.2 +6.2
VLU SPDR S&P 1500 Value Tilt ETF 15.3 12 48 6.2 +6.2
DWLD Davis Select Worldwide ETF 15.3 63 -3 6.2 +6.2
DSTL Distillate US Fundamental Stability & Value ETF 15.1 39 21 6.3 +6.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 15.0 25 35 5.7 +5.7
HLGE Hartford Longevity Economy ETF 14.9 44 16 6.1 +6.1
ENTR Entrepreneur 30 Fund 14.8 49 11 2.0 +2.0
DEF Invesco Defensive Equity ETF 14.8 53 7 5.1 +5.1
GVIP Goldman Sachs Hedge Industry VIP ETF 14.8 45 15 3.3 +3.3
RYT Invesco S&P 500 Equal Weight Technology ETF 14.7 40 20 4.9 +4.9
ALFA AlphaClone Alternative Alpha ETF 14.6 65 -5 0.8 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.6 30 30 5.1 +5.1
JVAL JPMorgan U.S. Value Factor ETF 14.5 12 48 6.9 +6.9
IYC iShares U.S. Consumer Services ETF 14.4 43 17 2.8 +2.8
BUYZ Franklin Disruptive Commerce ETF 14.3 50 10 -0.2 -0.2
KNGS UPHOLDINGS Compound Kings ETF 14.2 60 0 3.0 +3.0
VALQ American Century STOXX U.S. Quality Value ETF 14.0 29 31 7.0 +7.0
PRF Invesco FTSE RAFI US 1000 ETF 14.0 39 21 5.8 +5.8
USXF iShares ESG Advanced MSCI USA ETF 14.0 10 50 4.5 +4.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 13.8 25 35 5.6 +5.6
XLC The Communication Services Select Sector SPDR Fund 13.5 12 48 4.8 +4.8
DRIV Global X Autonomous & Electric Vehicles ETF 13.4 68 -8 4.5 +4.5
RDVY First Trust Rising Dividend Achievers ETF 13.3 50 10 6.6 +6.6
RTH VanEck Vectors Retail ETF 13.3 35 25 4.8 +4.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 13.2 49 11 4.7 +4.7
RBUS Nationwide Risk-Based U.S. Equity ETF 13.2 30 30 4.8 +4.8
FLLV Franklin Liberty U.S. Low Volatility ETF 13.1 29 31 4.9 +4.9
JHMC John Hancock Multifactor Consumer Discretionary ETF 13.1 40 20 3.4 +3.4
MOAT VanEck Vectors Morningstar Wide Moat ETF 13.1 47 13 5.9 +5.9
FCOM Fidelity MSCI Telecommunication Services Index ETF 13.0 8 52 4.0 +4.0
VOX Vanguard Telecommunication Services Index Fund 13.0 10 50 3.9 +3.9
FTC First Trust Large Cap Growth AlphaDEX Fund 12.9 60 0 2.7 +2.7
VYM Vanguard High Dividend Yield Index ETF 12.8 6 54 6.8 +6.8
HART IQ Healthy Hearts ETF 12.8 45 15 4.7 +4.7
EDOW First Trust Dow 30 Equal Weight ETF 12.7 50 10 5.4 +5.4
IXP iShares Global Comm Services ETF 12.7 46 14 5.2 +5.2
MTUM iShares MSCI USA Momentum Factor ETF 12.6 15 45 3.1 +3.1
COWZ Pacer US Cash Cows 100 ETF 12.5 49 11 8.7 +8.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.5 60 0 4.1 +4.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 12.5 8 52 3.6 +3.6
VCR Vanguard Consumer Discretionary Index Fund 12.5 10 50 3.5 +3.5
REVS Columbia Research Enhanced Value ETF 12.4 19 41 6.7 +6.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 12.4 75 -15 3.2 +3.2
FMK First Trust Mega Cap AlphaDEX Fund 12.4 70 -10 0.0 0.0
LEAD Siren DIVCON Leaders Dividend ETF 12.3 43 17 5.3 +5.3
DIA SPDR Dow Jones Industrial Average ETF Trust 12.2 16 44 5.3 +5.3
XLY Consumer Discretionary Select Sector SPDR Fund 12.1 12 48 3.3 +3.3
DFND Siren DIVCON Dividend Defender ETF 12.1 144 -84 4.1 +4.1
FXL First Trust Technology AlphaDEX Fund 11.8 61 -1 4.4 +4.4
FUNL CornerCap Fundametrics Large-Cap ETF 11.7 50 10 7.2 +7.2
VFQY Vanguard U.S. Quality Factor ETF 11.7 13 47 5.3 +5.3
LRNZ TrueMark Technology, AI & Deep Learning ETF 11.7 68 -8 -0.6 -0.6
RXI iShares Global Consumer Discretionary ETF 11.7 46 14 3.9 +3.9
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 11.6 52 8 4.9 +4.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 20 6.1 +6.1
MGV Vanguard Mega Cap Value ETF 11.5 7 53 6.5 +6.5
XDAT Franklin Exponential Data ETF 11.5 50 10 1.5 +1.5
JHCS John Hancock Multifactor Media & Communications ETF 11.5 40 20 4.7 +4.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 11.5 45 15 4.1 +4.1
JHMH John Hancock Multifactor Healthcare ETF 11.4 40 20 5.6 +5.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.4 68 -8 4.5 +4.5
MOTO SmartETFs Smart Transportation & Technology ETF 11.2 68 -8 8.7 +8.7
THNQ ROBO Global Artificial Intelligence ETF 11.2 68 -8 1.6 +1.6
AIEQ AI Powered Equity ETF 11.1 80 -20 -0.1 -0.1
XLV Health Care Select Sector SPDR Fund 11.1 12 48 7.0 +7.0
IYH iShares U.S. Healthcare ETF 11.1 43 17 6.1 +6.1
IQM Franklin Intelligent Machines ETF 11.0 50 10 1.9 +1.9
RNLC Large Cap US Equity Select ETF 11.0 60 0 5.2 +5.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 11.0 70 -10 5.1 +5.1
FEVR Inspire Faithward Large Cap Momentum ESG ETF 10.9 85 -25 3.1 +3.1
IDRV iShares Self-driving EV & Tech ETF 10.8 47 13 6.3 +6.3
BOSS Global X Founder-Run Companies ETF 10.8 45 15 2.4 +2.4
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 10.8 40 20 5.1 +5.1
WWOW Direxion World Without Waste ETF 10.7 50 10 1.0 +1.0
VHT Vanguard Health Care Index Fund 10.7 10 50 5.3 +5.3
FHLC Fidelity MSCI Health Care Index ETF 10.6 8 52 5.3 +5.3
QSY WisdomTree U.S. LargeCap Value Fund 10.6 38 22 13.9 +13.9
XT iShares Exponential Technologies ETF 10.5 47 13 4.7 +4.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.4 46 14 4.6 +4.6
SPGP Invesco S&P 500 GARP ETF 10.4 34 26 6.5 +6.5
IWX iShares Russell Top 200 Value ETF 10.3 20 40 6.1 +6.1
WCLD WisdomTree Cloud Computing Fund 10.3 45 15 -1.1 -1.1
USMF WisdomTree U.S. Multifactor Fund 10.3 28 32 5.7 +5.7
STLV iShares Factors US Value Style ETF 10.2 25 35 6.9 +6.9
FTCS First Trust Capital Strength ETF 10.2 56 4 5.2 +5.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.2 60 0 5.8 +5.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 10.0 25 35 5.8 +5.8
GURU Global X Guru Index ETF 9.9 75 -15 2.7 +2.7
CCOR Core Alternative ETF 9.9 109 -49 4.4 +4.4
PEXL Pacer US Export Leaders ETF 9.9 60 0 4.0 +4.0
IXJ iShares Global Healthcare ETF 9.8 46 14 6.2 +6.2
VFMO Vanguard U.S. Momentum Factor ETF 9.8 13 47 3.6 +3.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.6 65 -5 5.6 +5.6
VTV Vanguard Value Index Fund 9.6 4 56 6.5 +6.5
ARKX ARK Space Exploration & Innovation ETF 9.6 75 -15 3.0 +3.0
ARKF ARK Fintech Innovation ETF 9.5 75 -15 0.2 +0.2
ALTL Pacer Lunt Large Cap Alternator ETF 9.5 60 0 5.3 +5.3
SPLV Invesco S&P 500 Low Volatility ETF 9.5 25 35 5.4 +5.4
SHE SPDR SSGA Gender Diversity Index ETF 9.5 20 40 4.1 +4.1
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 9.5 20 40 6.9 +6.9
RNDV US Equity Dividend Select ETF 9.5 50 10 6.7 +6.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.4 18 42 5.9 +5.9
SCHV Schwab U.S. Large-Cap Value ETF 9.3 4 56 6.1 +6.1
BLOK Amplify Transformational Data Sharing ETF 9.3 70 -10 0.7 +0.7
DTN WisdomTree U.S. Dividend ex-Financials Fund 9.3 38 22 7.0 +7.0
PY Principal Shareholder Yield Index ETF 9.3 15 45 8.3 +8.3
BUL Pacer US Cash Cows Growth ETF 9.2 60 0 5.2 +5.2
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 9.2 17 43 5.7 +5.7
FTXD First Trust Nasdaq Retail ETF 9.2 60 0 5.2 +5.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.1 65 -5 8.3 +8.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.0 9 51 4.7 +4.7
XWEB SPDR S&P Internet ETF 8.9 35 25 0.2 +0.2
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 8.8 112 -52 1.9 +1.9
GENY Principal Millennials Index ETF 8.7 45 15 4.6 +4.6
IEIH iShares Evolved U.S. Innovative Healthcare ETF 8.5 18 42 4.2 +4.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.3 7 53 6.8 +6.8
LGLV SPDR Russell 1000 Low Volatility ETF 8.3 12 48 4.6 +4.6
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 8.2 40 20 4.1 +4.1
IWP iShares Russell Mid-Cap Growth ETF 8.2 24 36 2.8 +2.8
PXQ Invesco Dynamic Networking ETF 8.1 63 -3 2.9 +2.9
GDVD Principal Active Global Dividend Income ETF 8.1 58 2 0.0 0.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 8.1 63 -3 5.6 +5.6
EGIS 2nd Vote Society Defended ETF 8.0 75 -15 5.9 +5.9
HDV iShares Core High Dividend ETF 8.0 8 52 6.3 +6.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 7.9 47 13 1.2 +1.2
VOT Vanguard Mid-Cap Growth Index Fund 7.9 7 53 2.7 +2.7
DTEC ALPS Disruptive Technologies ETF 7.9 50 10 3.0 +3.0
RSP Invesco S&P 500 Equal Weight ETF 7.9 20 40 5.2 +5.2
BIBL Inspire ETF 7.9 35 25 4.2 +4.2
VOOV Vanguard S&P 500 Value ETF 7.9 10 50 6.1 +6.1
SPYV SPDR Portfolio S&P 500 Value ETF 7.8 4 56 6.2 +6.2
IVE iShares S&P 500 Value ETF 7.8 18 42 6.1 +6.1
IWFH iShares Virtual Work and Life Multisector ETF 7.8 47 13 0.5 +0.5
PSJ Invesco Dynamic Software ETF 7.8 56 4 1.6 +1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.8 75 -15 5.5 +5.5
GAMR ETFMG Video Game Tech ETF 7.8 75 -15 3.3 +3.3
EUSA iShares MSCI USA Equal Weighted ETF 7.7 15 45 5.0 +5.0
PKW Invesco Buyback Achievers ETF 7.7 62 -2 7.3 +7.3
ETHO Etho Climate Leadership U.S. ETF 7.7 48 12 3.8 +3.8
VLUE iShares MSCI USA Value Factor ETF 7.7 15 45 9.3 +9.3
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 7.6 15 45 6.0 +6.0
AGNG Global X Aging Population ETF 7.6 50 10 3.2 +3.2
SPVM Invesco S&P 500 Value with Momentum ETF 7.6 39 21 7.4 +7.4
ACWV iShares MSCI Global Min Vol Factor ETF 7.5 20 40 5.5 +5.5
VONV Vanguard Russell 1000 Value Index Fund 7.5 8 52 6.0 +6.0
DAPP VanEck Vectors Digital Transformation ETF 7.5 65 -5 -0.8 -0.8
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 7.5 35 25 5.3 +5.3
CFA VictoryShares US 500 Volatility Weighted Index ETF 7.5 35 25 5.3 +5.3
IWD iShares Russell 1000 Value ETF 7.5 19 41 5.9 +5.9
DGT SPDR Global Dow ETF 7.5 50 10 6.5 +6.5
SOXX iShares PHLX Semiconductor ETF 7.4 46 14 4.7 +4.7
SMH VanEck Vectors Semiconductor ETF 7.4 35 25 4.6 +4.6
XSD SPDR S&P Semiconductor ETF 7.4 35 25 3.5 +3.5
SIZE iShares MSCI USA Size Factor ETF 7.4 15 45 5.0 +5.0
BFOR Barron's 400 ETF 7.4 70 -10 5.9 +5.9
XSW SPDR S&P Software & Services ETF 7.4 35 25 2.8 +2.8
ARKQ Ark Industrial Innovation ETF 7.3 75 -15 1.2 +1.2
IUSV iShares Core S&P U.S. Value ETF 7.3 4 56 6.2 +6.2
PWC Invesco Dynamic Market ETF 7.3 58 2 4.6 +4.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 7.2 56 4 6.2 +6.2
PPH VanEck Vectors Pharmaceutical ETF 7.2 35 25 10.3 +10.3
FXH First Trust Health Care AlphaDEX Fund 7.2 61 -1 5.6 +5.6
VSDA VictoryShares Dividend Accelerator ETF 7.2 35 25 4.6 +4.6
FIVG Defiance Next Gen Connectivity ETF 7.1 30 30 4.4 +4.4
VFMF Vanguard U.S. Multifactor ETF 7.1 19 41 6.8 +6.8
ACWF iShares MSCI Global Multifactor ETF 7.1 35 25 7.1 +7.1
JMIN JPMorgan U.S. Minimum Volatility ETF 7.1 12 48 5.4 +5.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.1 29 31 5.3 +5.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 7.1 60 0 -9.3 -9.3
MAGA Point Bridge GOP Stock Tracker ETF 6.9 72 -12 5.3 +5.3
ARKW ARK Web x.0 ETF 6.9 79 -19 -1.2 -1.2
FEX First Trust Large Cap Core AlphaDEX Fund 6.9 59 1 5.3 +5.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 6.9 70 -10 3.4 +3.4
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 6.8 35 25 5.0 +5.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 6.8 17 43 5.6 +5.6
NULV Nuveen ESG Large-Cap Value ETF 6.8 35 25 6.2 +6.2
CLOU Global X Cloud Computing ETF 6.7 68 -8 0.8 +0.8
STMB iShares Factors US Mid Blend Style ETF 6.7 30 30 5.5 +5.5
LSAT Leadershares Alphafactor Tactical Focused ETF 6.6 99 -39 7.4 +7.4
NXTG First Trust Indxx NextG ETF 6.5 70 -10 5.3 +5.3
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 6.5 60 0 6.3 +6.3
DIVS SmartETFs Dividend Builder ETF 6.5 65 -5 5.5 +5.5
ONLN ProShares Online Retail ETF 6.5 58 2 1.1 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.5 63 -3 1.8 +1.8
DIVZ TrueShares Low Volatility Equity Income ETF 6.4 1 59 9.1 +9.1
GIGE SoFi Gig Economy ETF 6.4 59 1 -0.7 -0.7
XITK SPDR FactSet Innovative Technology ETF 6.4 45 15 0.2 +0.2
HOMZ Hoya Capital Housing ETF 6.3 30 30 6.7 +6.7
IEHS iShares Evolved U.S. Healthcare Staples ETF 6.3 18 42 5.0 +5.0
EKAR Innovation Shares NextGen Vehicles & Technology ETF 6.3 95 -35 5.0 +5.0
WLDR Affinity World Leaders Equity ETF 6.3 67 -7 8.0 +8.0
FTXL First Trust Nasdaq Semiconductor ETF 6.2 60 0 5.2 +5.2
ONEO SPDR Russell 1000 Momentum Focus ETF 6.2 20 40 5.6 +5.6
KLCD KFA Large Cap Quality Dividend Index ETF 6.1 42 18 5.6 +5.6
SDGA Impact Shares Sustainable Development Goals Global ETF 6.0 75 -15 5.4 +5.4
IMCG iShares Morningstar Mid-Cap Growth ETF 5.9 6 54 3.2 +3.2
ESGS Columbia Sustainable U.S. Equity Income ETF 5.9 35 25 7.7 +7.7
DURA VanEck Vectors Morningstar Durable Dividend ETF 5.9 29 31 7.3 +7.3
PJP Invesco Dynamic Pharmaceuticals ETF 5.9 56 4 9.8 +9.8
IHE iShares U.S. Pharmaceuticals ETF 5.9 42 18 6.3 +6.3
XPH SPDR S&P Pharmaceuticals ETF 5.9 35 25 2.1 +2.1
IYJ iShares U.S. Industrials ETF 5.8 42 18 4.9 +4.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 5.8 65 -5 2.9 +2.9
SIXL 6 Meridian Low Beta Equity Strategy ETF 5.8 88 -28 4.5 +4.5
PWV Invesco Dynamic Large Cap Value ETF 5.8 56 4 6.6 +6.6
FPX First Trust US IPO Index Fund 5.7 57 3 1.2 +1.2
LSLT Salt Low truBeta US Market ETF 5.7 60 0 5.4 +5.4
PBS Invesco Dynamic Media ETF 5.6 63 -3 4.6 +4.6
VO Vanguard Mid-Cap Index Fund 5.6 4 56 4.4 +4.4
MRAD SmartETFs Advertising & Marketing Technology ETF 5.6 68 -8 1.1 +1.1
SYLD Cambria Shareholder Yield ETF 5.6 59 1 7.6 +7.6
IBUY Amplify Online Retail ETF 5.5 65 -5 -1.1 -1.1
PRNT The 3D Printing ETF 5.5 66 -6 1.9 +1.9
IEME iShares Evolved U.S. Media & Entertainment ETF 5.5 18 42 4.9 +4.9
FLV American Century Focused Large Cap Value ETF 5.4 42 18 5.8 +5.8
TPAY Tortoise Digital Payments Infrastructure Fund 5.4 40 20 4.3 +4.3
LYFE 2nd Vote Life Neutral Plus ETF 5.3 75 -15 5.9 +5.9
SCHD Schwab U.S. Dividend Equity ETF 5.3 6 54 7.2 +7.2
BITQ Bitwise Crypto Industry Innovators ETF 5.3 85 -25 -0.8 -0.8
AUSF Global X Adaptive U.S. Factor ETF 5.3 27 33 7.4 +7.4
FDL First Trust Morningstar Dividend Leaders Index Fund 5.2 45 15 8.9 +8.9
SDG iShares Sustainable MSCI Global Impact ETF 5.2 49 11 6.4 +6.4
SLT Pacer Salt High truBeta US Market ETF 5.2 60 0 2.9 +2.9
QTUM Defiance Quantum ETF 5.2 40 20 4.6 +4.6
KOMP SPDR Kensho New Economies Composite ETF 5.1 20 40 2.0 +2.0
IYK iShares U.S. Consumer Goods ETF 5.1 43 17 4.7 +4.7
JDIV JPMorgan U.S. Dividend ETF 5.1 12 48 6.7 +6.7
GCOW Pacer Global High Dividend ETF 5.0 60 0 9.8 +9.8
IPO Renaissance IPO ETF 5.0 60 0 -2.4 -2.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 4.8 29 31 6.3 +6.3
DHS WisdomTree U.S. High Dividend Fund 4.8 38 22 7.8 +7.8
CIBR First Trust NASDAQ CEA Cybersecurity ETF 4.8 60 0 2.9 +2.9
HACK ETFMG Prime Cyber Security ETF 4.8 60 0 2.8 +2.8
TPLC Timothy Plan US Large Cap Core ETF 4.8 52 8 4.6 +4.6
KLDW Gavekal Knowledge Leaders Developed World ETF 4.7 75 -15 3.8 +3.8
LUXE Emles Luxury Goods ETF 4.7 60 0 3.3 +3.3
RYJ Invesco Raymond James SB-1 Equity ETF 4.7 76 -16 2.7 +2.7
RVRS Reverse Cap Weighted U.S. Large Cap ETF 4.7 29 31 5.3 +5.3
FVL First Trust Value Line 100 ETF 4.6 70 -10 0.0 0.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 4.6 75 -15 7.8 +7.8
SPYD SPDR S&P 500 High Dividend ETF 4.5 7 53 8.1 +8.1
VFVA Vanguard U.S. Value Factor ETF 4.5 14 46 8.4 +8.4
QDIV Global X S&P 500 Quality Dividend ETF 4.4 20 40 6.5 +6.5
IPAY ETFMG Prime Mobile Payments ETF 4.4 75 -15 4.9 +4.9
FINX Global X FinTech Thematic ETF 4.4 68 -8 2.5 +2.5
DEW WisdomTree Global High Dividend Fund 4.4 58 2 8.4 +8.4
SOCL Global X Social Media ETF 4.4 65 -5 2.0 +2.0
IHAK iShares Cybersecurity & Tech ETF 4.4 47 13 3.0 +3.0
PKB Invesco Dynamic Building & Construction ETF 4.3 59 1 5.8 +5.8
PSI Invesco Dynamic Semiconductors ETF 4.3 57 3 4.5 +4.5
LVHD Legg Mason Low Volatility High Dividend ETF 4.3 27 33 6.6 +6.6
HERO Global X Video Games & Esports ETF 4.3 50 10 4.0 +4.0
HERU-GB Global X Video Games & Esports UCITS ETF 4.3 50 10 3.7 +3.7
ESPO VanEck Vectors Video Gaming & eSports ETF 4.3 55 5 3.0 +3.0
BLES Inspire Global Hope Large Cap ETF 4.3 52 8 5.0 +5.0
VXF Vanguard Extended Market Index Fund 4.3 6 54 2.5 +2.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.3 49 11 3.9 +3.9
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 4.3 25 35 2.7 +2.7
DVY iShares Select Dividend ETF 4.3 39 21 7.8 +7.8
DIV Global X SuperDividend US ETF 4.2 45 15 6.7 +6.7
HAIL SPDR S&P Kensho Smart Mobility ETF 4.2 45 15 4.5 +4.5
FVD First Trust Value Line Dividend Index Fund 4.2 70 -10 5.5 +5.5
PDP Invesco DWA Momentum ETF 4.2 62 -2 2.7 +2.7
ROBO Robo Global Robotics & Automation Index ETF 4.2 95 -35 3.8 +3.8
IWR iShares Russell Midcap ETF 4.2 19 41 4.6 +4.6
EBIZ Global X E-Commerce ETF 4.1 50 10 3.4 +3.4
FTA First Trust Large Cap Value AlphaDEX Fund 4.1 60 0 7.5 +7.5
XRT SPDR S&P Retail ETF 4.0 35 25 4.7 +4.7
BTEK BlackRock Future Tech ETF 4.0 88 -28 -0.2 -0.2
TMDV ProShares Russell US Dividend Growers ETF 4.0 36 24 5.0 +5.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.0 35 25 5.3 +5.3
FITE SPDR Kensho Future Security ETF 3.9 45 15 3.1 +3.1
XHS SPDR S&P Health Care Services ETF 3.9 35 25 4.2 +4.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.9 4 56 4.7 +4.7
IMCB iShares Morningstar Mid-Cap ETF 3.9 4 56 4.7 +4.7
SUBZ Roundhill Streaming Services & Technology ETF 3.9 75 -15 -1.7 -1.7
QVAL Alpha Architect U.S. Quantitative Value ETF 3.8 49 11 8.4 +8.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.8 37 23 7.2 +7.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.8 35 25 7.2 +7.2
ARKG ARK Genomic Revolution ETF 3.8 75 -15 -1.9 -1.9
EQAL Invesco Russell 1000 Equal Weight ETF 3.8 20 40 4.9 +4.9
PTF Invesco DWA Technology Momentum ETF 3.7 60 0 1.1 +1.1
JSTC Adasina Social Justice All Cap Global ETF 3.7 89 -29 5.4 +5.4
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 3.6 25 35 7.0 +7.0
JHMF John Hancock Multifactor Financials ETF 3.6 40 20 6.5 +6.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.6 30 30 5.3 +5.3
QQQN VictoryShares Nasdaq Next 50 ETF 3.5 18 42 3.0 +3.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.5 15 45 2.3 +2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.5 30 30 7.3 +7.3
GLIF AGFiQ Global Infrastructure ETF 3.5 45 15 4.3 +4.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.5 20 40 6.0 +6.0
HTEC ROBO Global Healthcare Technology & Innovation ETF 3.5 68 -8 1.1 +1.1
BUG Global X Cybersecurity ETF 3.4 50 10 1.4 +1.4
WCBR WisdomTree Cybersecurity Fund 3.4 45 15 1.0 +1.0
CVY Invesco Zacks Multi-Asset Income ETF 3.4 94 -34 7.7 +7.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.4 64 -4 5.7 +5.7
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 3.4 40 20 5.8 +5.8
JHMS John Hancock Multifactor Consumer Staples ETF 3.4 40 20 5.3 +5.3
FSTA Fidelity MSCI Consumer Staples Index ETF 3.4 8 52 5.3 +5.3
XLP Consumer Staples Select Sector SPDR Fund 3.4 12 48 5.2 +5.2
VDC Vanguard Consumer Staples Index Fund 3.4 10 50 5.2 +5.2
SPVU Invesco S&P 500 Enhanced Value ETF 3.3 13 47 8.7 +8.7
KXI iShares Global Consumer Staples ETF 3.3 46 14 5.1 +5.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.3 60 0 3.7 +3.7
GBGR Global Beta Momentum-Growth ETF 3.2 29 31 2.6 +2.6
LEND Amplify CrowdBureau Peer-to-Peer Lending & Crowdfunding ETF 3.2 65 -5 5.1 +5.1
AMER Emles Made in America ETF 3.1 49 11 6.7 +6.7
TUSA First Trust Total US Market AlphaDEX ETF 3.1 70 -10 5.8 +5.8
ARKK ARK Innovation ETF 3.1 75 -15 -1.4 -1.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.1 70 -10 3.4 +3.4
BOTZ Global X Robotics & Artificial Intelligence ETF 3.1 68 -8 2.4 +2.4
BBH VanEck Vectors Biotech ETF 3.1 35 25 3.8 +3.8
IBB iShares NASDAQ Biotechnology ETF 3.1 46 14 0.2 +0.2
FBT First Trust NYSE Arca Biotechnology Index Fund 3.1 55 5 -0.8 -0.8
BBP BioShares Biotechnology Products Fund 3.1 79 -19 -3.4 -3.4
VUSE Vident Core US Equity Fund 3.0 48 12 6.9 +6.9
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3.0 58 2 4.5 +4.5
JHMM John Hancock Multifactor Mid Cap ETF 2.9 42 18 4.7 +4.7
AFMC First Trust Active Factor Mid Cap ETF 2.9 65 -5 5.7 +5.7
SPHB Invesco S&P 500 High Beta ETF 2.9 25 35 3.9 +3.9
GQRE FlexShares Global Quality Real Estate Index Fund 2.8 45 15 5.7 +5.7
REET iShares Global REIT ETF 2.8 14 46 5.5 +5.5
USRT iShares Core U.S. REIT ETF 2.8 8 52 5.4 +5.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.8 11 49 5.4 +5.4
RWR SPDR Dow Jones REIT ETF 2.8 25 35 5.4 +5.4
FREL Fidelity MSCI Real Estate Index ETF 2.8 9 52 5.2 +5.2
RWO SPDR Dow Jones Global Real Estate ETF 2.8 50 10 5.2 +5.2
SCHH Schwab U.S. REIT ETF 2.8 7 53 5.1 +5.1
VNQ Vanguard REIT Index Fund 2.8 12 48 5.1 +5.1
FRI First Trust S&P REIT Index Fund 2.8 50 10 4.9 +4.9
IYR iShares U.S. Real Estate ETF 2.8 42 18 4.9 +4.9
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 2.8 40 20 4.8 +4.8
XLRE The Real Estate Select Sector SPDR Fund 2.8 12 48 4.7 +4.7
REZ iShares Residential Real Estate Capped ETF 2.8 48 12 4.6 +4.6
ICF iShares Cohen & Steers REIT ETF 2.8 34 26 4.5 +4.5
NURE Nuveen Short-Term REIT ETF 2.8 35 25 4.3 +4.3
SPRE SP Funds S&P Global REIT Sharia ETF 2.8 69 -9 3.4 +3.4
PBW Invesco WilderHill Clean Energy ETF 2.7 70 -10 -1.5 -1.5
IECS iShares Evolved U.S. Consumer Staples ETF 2.7 18 42 5.3 +5.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.7 24 36 5.7 +5.7
VETS Pacer Military Times Best Employers ETF 2.7 60 0 6.2 +6.2
SDY SPDR S&P Dividend ETF 2.6 35 25 5.9 +5.9
SPDV AAM S&P 500 High Dividend Value ETF 2.6 29 31 8.2 +8.2
GERM ETFMG Treatments Testing and Advancements ETF 2.5 68 -8 -4.6 -4.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.5 70 -10 7.6 +7.6
IHF iShares U.S. Healthcare Providers ETF 2.5 42 18 6.7 +6.7
ITB iShares U.S. Home Construction ETF 2.5 42 18 8.7 +8.7
XHB SPDR S&P Homebuilders ETF 2.5 35 25 7.4 +7.4
WBIY WBI Power Factor High Dividend ETF 2.4 70 -10 8.5 +8.5
PEY Invesco High Yield Equity Dividend Achievers ETF 2.4 52 8 7.3 +7.3
TOKE Cambria Cannabis ETF 2.4 42 18 -1.9 -1.9
MJ ETFMG Alternative Harvest ETF 2.4 75 -15 -3.2 -3.2
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 2.4 60 0 5.3 +5.3
RPV Invesco S&P 500 Pure Value ETF 2.3 35 25 8.9 +8.9
VPN Global X Data Center REITs & Digital Infrastructure ETF 2.3 50 10 3.9 +3.9
FFTY Innovator IBD 50 ETF 2.3 80 -20 10.3 +10.3
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.3 40 20 3.9 +3.9
MOO VanEck Vectors Agribusiness ETF 2.2 56 4 4.4 +4.4
VICE AdvisorShares Vice ETF 2.2 99 -39 3.3 +3.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 2.2 47 13 5.6 +5.6
RNMC Mid Cap US Equity Select ETF 2.2 60 0 6.1 +6.1
FXG First Trust Consumer Staples AlphaDEX Fund 2.2 63 -3 7.0 +7.0
SDEI Sound Equity Income ETF 2.2 45 15 8.7 +8.7
XBI SPDR S&P BIOTECH ETF 2.1 35 25 -6.7 -6.7
VFLQ Vanguard U.S. Liquidity Factor ETF 2.1 13 47 3.3 +3.3
CZA Invesco Zacks Mid-Cap ETF 2.0 69 -9 5.1 +5.1
FTXR First Trust Nasdaq Transportation ETF 1.9 60 0 3.9 +3.9
NUMG Nuveen ESG Mid-Cap Growth ETF 1.9 40 20 2.4 +2.4
SDOG ALPS Sector Dividend Dogs ETF 1.9 40 20 8.1 +8.1
DBLV AdvisorShares DoubleLine Value Equity ETF 1.9 91 -31 5.7 +5.7
JHMI John Hancock Multifactor Industrials ETF 1.9 40 20 5.0 +5.0
BNE Blue Horizon BNE ETF 1.9 87 -27 3.1 +3.1
FLM First Trust Global Engineering and Construction ETF 1.9 70 -10 8.0 +8.0
AIRR First Trust RBA American Industrial Renaissance ETF 1.9 70 -10 4.7 +4.7
EMLP First Trust North American Energy Infrastructure Fund 1.9 96 -36 4.5 +4.5
PRN Invesco DWA Industrials Momentum ETF 1.9 60 0 2.1 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 54 6.2 +6.2
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 8 5.7 +5.7
ECLN First Trust EIP Carbon Impact ETF 1.8 97 -37 3.4 +3.4
PSR Invesco Active U.S. Real Estate Fund 1.6 35 25 4.7 +4.7
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 35 6.1 +6.1
FTAG First Trust Indxx Global Agriculture ETF 1.6 70 -10 5.4 +5.4
SHLD Victoryshares Protect America ETF 1.6 60 0 6.6 +6.6
VOE Vanguard Mid-Cap Value Index Fund 1.6 7 53 6.2 +6.2
VEGI iShares MSCI Global Agriculture Producers ETF 1.5 39 21 4.6 +4.6
FNK First Trust Mid Cap Value AlphaDEX Fund 1.5 70 -10 7.6 +7.6
CNCR Loncar Cancer Immunotherapy ETF 1.5 79 -19 -2.8 -2.8
IWS iShares Russell Mid-Cap Value ETF 1.5 24 36 5.6 +5.6
FIDU Fidelity MSCI Industrials Index ETF 1.5 8 52 5.0 +5.0
VIS Vanguard Industrials Index Fund 1.5 10 50 4.6 +4.6
PAVE Global X U.S. Infrastructure Development ETF 1.4 47 13 4.6 +4.6
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 1.4 20 40 0.0 0.0
VAMO Cambria Value & Momentum ETF 1.4 63 -3 5.0 +5.0
SQEW LeaderShares Equity Skew ETF 1.4 75 -15 5.6 +5.6
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 40 20 5.9 +5.9
XLI Industrial Select Sector SPDR Fund 1.4 12 48 4.8 +4.8
JIG JPMorgan International Growth ETF 1.4 55 5 2.4 +2.4
BLDG Cambria Global Real Estate ETF 1.4 59 1 6.7 +6.7
IYF iShares U.S. Financials ETF 1.4 42 18 5.9 +5.9
NVQ QRAFT AI-Enhanced US Next Value ETF 1.3 75 -15 6.8 +6.8
SFYX Sofi Next 500 ETF 1.3 0 60 4.5 +4.5
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 56 4.7 +4.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.3 59 1 10.9 +10.9
HELX Franklin Genomic Advancements ETF 1.3 50 10 -0.4 -0.4
GNOM Global X Genomics & Biotechnology ETF 1.3 50 10 -2.5 -2.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.3 90 -30 6.2 +6.2
PYZ Invesco DWA Basic Materials Momentum ETF 1.3 60 0 4.7 +4.7
XMMO Invesco S&P MidCap Momentum ETF 1.2 34 26 3.6 +3.6
LOUP Innovator Loup Frontier Tech ETF 1.2 70 -10 2.8 +2.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 21 8.4 +8.4
EDUT Global X Education ETF 1.2 50 10 2.1 +2.1
EXI iShares Global Industrials ETF 1.2 46 14 4.8 +4.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.1 39 21 6.6 +6.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 0 8.3 +8.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 53 4.0 +4.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.0 78 -18 8.1 +8.1
SNSR Global X Internet of Things Thematic ETF 1.0 68 -8 3.6 +3.6
EZM WisdomTree U.S. MidCap Earnings Fund 1.0 38 22 7.6 +7.6
CARZ First Trust NASDAQ Global Auto Index Fund 1.0 70 -10 8.9 +8.9
PZD Invesco Cleantech ETF 1.0 58 2 4.9 +4.9
SMOG VanEck Vectors Low Carbon Energy ETF 1.0 62 -2 3.2 +3.2
LIT Global X Lithium & Battery Tech ETF 1.0 75 -15 2.3 +2.3
BATT Amplify Advanced Battery Metals & Materials ETF 1.0 59 1 1.9 +1.9
CNRG SPDR S&P Kensho Clean Power ETF 1.0 45 15 1.9 +1.9
ACES ALPS Clean Energy ETF 1.0 55 5 0.8 +0.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.0 60 0 0.2 +0.2
IYT iShares Transportation Average ETF 1.0 42 18 3.2 +3.2
XTN SPDR S&P Transportation ETF 1.0 35 25 1.9 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 0 5.0 +5.0
SDIV Global X SuperDividend ETF 1.0 59 1 14.3 +14.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.0 75 -15 4.8 +4.8
VSL Volshares Large Capital ETF 1.0 65 -5 3.3 +3.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 45 5.8 +5.8
SMMD iShares Russell 2500 ETF 0.9 15 45 4.7 +4.7
BOUT Innovator IBD Breakout Opportunities ETF 0.9 80 -20 7.9 +7.9
IHI iShares U.S. Medical Devices ETF 0.9 42 18 3.2 +3.2
FIW First Trust Water ETF 0.9 54 6 3.2 +3.2
PAWZ ProShares Pet Care ETF 0.9 50 10 2.3 +2.3
XHE SPDR S&P Health Care Equipment ETF 0.9 35 25 -0.4 -0.4
PTH Invesco DWA Healthcare Momentum ETF 0.9 60 0 -3.5 -3.5
BMED BlackRock Future Health ETF 0.9 85 -25 -0.8 -0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 0 6.9 +6.9
PPTY PPTY-U.S. Diversified Real Estate ETF 0.9 49 11 4.9 +4.9
VBR Vanguard Small Cap Value Index Fund 0.9 7 53 5.9 +5.9
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 22 6.6 +6.6
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.8 30 30 6.6 +6.6
VB Vanguard Small-Cap ETF 0.8 5 55 4.3 +4.3
FSMD Fidelity Small-Mid Factor ETF 0.8 29 31 6.0 +6.0
BFIT Global X Health & Wellness ETF 0.8 50 10 3.8 +3.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.8 20 40 6.4 +6.4
FOVL iShares Focused Value Factor ETF 0.8 25 35 8.9 +8.9
FXO First Trust Financials AlphaDEX Fund 0.8 62 -2 8.8 +8.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.8 39 21 8.1 +8.1
IAK iShares U.S. Insurance ETF 0.8 42 18 7.7 +7.7
KIE SPDR S&P Insurance ETF 0.8 35 25 7.6 +7.6
IEFN iShares Evolved U.S. Financials ETF 0.8 18 42 7.6 +7.6
RYF Invesco S&P 500 Equal Weight Financials ETF 0.8 40 20 7.3 +7.3
FNCL Fidelity MSCI Financials Index ETF 0.8 8 52 7.3 +7.3
VFH Vanguard Financials Index Fund 0.8 10 50 7.2 +7.2
XLF Financial Select Sector SPDR Fund 0.8 12 48 6.9 +6.9
IDNA iShares Genomics Immunology & Healthcare ETF 0.8 47 13 -2.6 -2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 48 5.7 +5.7
VBK Vanguard Small-Cap Growth Index Fund 0.7 7 53 1.9 +1.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.7 41 19 5.4 +5.4
IUSS Invesco Strategic US Small Company ETF 0.7 23 37 3.5 +3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 15 45 6.7 +6.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 42 6.7 +6.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.7 15 45 6.7 +6.7
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.7 24 36 6.0 +6.0
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 50 5.6 +5.6
SPMD SPDR Portfolio Mid Cap ETF 0.7 5 55 5.7 +5.7
HAP VanEck Vectors Natural Resources ETF 0.7 50 10 5.4 +5.4
IJH iShares Core S&P Mid-Cap ETF 0.7 5 55 5.7 +5.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 45 4.4 +4.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 43 4.4 +4.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 45 4.4 +4.4
IXG iShares Global Financials ETF 0.6 46 14 8.3 +8.3
IFRA iShares U.S. Infrastructure ETF 0.6 40 20 3.4 +3.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.6 6 54 4.1 +4.1
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.5 25 35 4.7 +4.7
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.5 17 43 4.1 +4.1
JEMA JPMorgan Emerging Markets Equity Core ETF 0.5 39 21 6.9 +6.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 56 4.8 +4.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.5 39 21 3.6 +3.6
SMDY Syntax Stratified MidCap ETF 0.5 35 25 5.1 +5.1
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.5 40 20 5.6 +5.6
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 54 1.8 +1.8
ISCB iShares Morningstar Small-Cap ETF 0.3 4 56 4.1 +4.1
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 54 6.1 +6.1
NUSC Nuveen ESG Small-Cap ETF 0.2 40 20 3.9 +3.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -20 5.0 +5.0
MDY SPDR S&P Midcap 400 ETF Trust 0.0 23 37 5.5 +5.5

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 MFS Systematic Growth Equity 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 31.7 %
Divided by: Fwd. P/BV 0.0 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 0.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.36 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.