Tema Monopolies and Oligopolies ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 26.0x P/Sales
ratio		 2.5x
P/BV
ratio		 5.2x Div.
yield		 1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
TOLL is an actively managed fund that invests in companies perceived as monopolies or oligopolies. The fund aims to identify quality companies from around the world characterized by their strong competitive advantage and high barriers to entry.

FUND BASICS
Category Global Equities
Fund Sponsor Tema Global Ltd.
Website www.temaetfs.com/toll
Inception date May 11, 2023
Assets (mns) $59
Currency USD
Expense ratio 75 bp
Distributions Monthly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 42
Wgt avg mkt cap (mns) $113,964
Large cap (>$10bn) 97.1%
Mid cap ($2-10bn) 2.9%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GE AEROSPACE 5.9 %
VISA INC. CLASS A 5.7 %
INTUIT INC 4.7 %
PERFORMANCE FOOD GROUP COMPANY 3.6 %
INTERCONTINENTALEXCHANGE INC 3.5 %
MOODY'S CORP 3.3 %
CME GROUP INC 3.2 %
S&P GLOBAL, INC. 3.0 %
MSCI INC-A 3.0 %
FAIR ISAAC CORP 2.8 %
Total 38.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.5 %
SPAIN 4.7 %
CANADA 4.1 %
IRELAND 3.5 %
NETHERLANDS 1.1 %
FRANCE 1.0 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
7.7% 8.8% -- -- 16.0%

Market Correlations
versus... Beta R-squared
S&P500 1.17 90%
MSCI EAFE 0.96 63%
MSCI Emg. Mkts. 0.74 32%

Technical Indicators
Recent close $34.11
30d moving avg. $33.76
Annualized volatility 17.4%
Short interest (ETF) 1.2%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.8%
Bid/Ask (% of price) 0.38%
ADV underlying (mns) $9,349

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 972 potential alternatives to the Tema Monopolies and Oligopolies ETF ETF based on the alternatives' overlap in portfolio holdings with TOLL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: TOLL Expense: 75 bp ALTAR Score™: 3.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH TOLL
Ticker Fund
Name		 Overlap1
vs TOLL
(%)		 Expense
ratio
(bp)		 Savings
vs TOLL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs TOLL
(%)
SPHQ Invesco S&P 500 Quality ETF 19.4 15 60 5.2 +1.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 18.0 40 35 3.9 -0.1
BEEZ Honeytree U.S. Equity ETF 17.7 64 11 3.9 -0.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 17.4 65 10 3.8 -0.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 16.6 49 26 6.6 +2.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 16.4 49 26 3.7 -0.2
RFFC ALPS Active Equity Opportunity ETF 16.1 48 27 4.5 +0.5
CWS AdvisorShares Focused Equity ETF 15.8 84 -9 5.0 +1.0
CHGX AXS Change Finance ESG ETF 15.7 49 26 4.9 +1.0
LEAD Siren DIVCON Leaders Dividend ETF 15.3 43 32 4.3 +0.4
XLF Financial Select Sector SPDR Fund 14.7 8 67 5.8 +1.9
QLTY GMO U.S. Quality ETF 14.5 50 25 4.8 +0.8
LRGE ClearBridge Large Cap Growth ESG ETF 14.5 59 16 3.9 -0.1
IYG iShares US Financial Services ETF 14.4 40 35 5.4 +1.4
PCGG Polen Capital Global Growth ETF 14.0 85 -10 3.7 -0.2
BLCR iShares Large Cap Core Active ETF 13.9 36 39 3.7 -0.2
FNCL Fidelity MSCI Financials Index ETF 13.8 8 67 6.4 +2.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 13.7 39 36 3.7 -0.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 13.6 20 55 4.2 +0.3
IYJ iShares U.S. Industrials ETF 13.6 40 35 4.5 +0.6
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 13.5 57 18 3.6 -0.4
STXD Strive 1000 Dividend Growth ETF 13.0 35 40 4.9 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 12.9 26 49 3.3 -0.7
RW Rainwater Equity ETF 12.8 125 -50 2.6 -1.3
XPND First Trust Expanded Technology ETF 12.7 65 10 3.9 -0.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.5 50 25 4.3 +0.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 12.4 40 35 7.9 +3.9
JGRW Jensen Quality Growth ETF 12.4 57 18 4.7 +0.8
VFH Vanguard Financials ETF 12.3 9 66 6.5 +2.5
USXF iShares ESG Advanced MSCI USA ETF 12.1 10 65 4.6 +0.6
BIBL Inspire 100 ETF 12.0 35 40 5.2 +1.3
LOWV AB US Low Volatility Equity ETF 12.0 48 27 5.2 +1.2
FQAL Fidelity Quality Factor ETF 11.9 15 60 5.7 +1.8
PWB Invesco Large Cap Growth ETF 11.9 56 19 2.8 -1.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 11.8 60 15 4.0 +0.1
BEEX BeeHive ETF 11.7 84 -9 4.3 +0.4
FDFF Fidelity Disruptive Finance ETF 11.7 50 25 4.0 +0.0
CAML Congress Large Cap Growth ETF 11.7 66 9 3.3 -0.7
CZAR Themes Natural Monopoly ETF 11.7 35 40 5.5 +1.5
YOKE Yoke Core ETF 11.7 42 33 4.5 +0.5
VEGN US Vegan Climate ETF 11.6 60 15 4.5 +0.5
RSPF Invesco S&P 500 Equal Weight Financials ETF 11.5 40 35 6.6 +2.7
EMOT First Trust S&P 500 Economic Moat ETF 11.5 60 15 7.0 +3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.3 18 57 5.8 +1.9
USRD Themes US R&D Champions ETF 11.3 29 46 4.4 +0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 11.2 60 15 4.8 +0.9
MTUM iShares MSCI USA Momentum Factor ETF 11.1 15 60 3.6 -0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 11.0 40 35 5.4 +1.5
FTGS First Trust Growth Strength ETF 10.9 60 15 4.9 +1.0
VSLU Applied Finance Valuation Large Cap ETF 10.9 49 26 5.6 +1.7
VIG Vanguard Dividend Appreciation ETF 10.9 5 70 5.6 +1.7
BGRO iShares Large Cap Growth Active ETF 10.7 55 20 3.1 -0.9
SHE SPDR MSCI USA Gender Diversity ETF 10.7 20 55 5.0 +1.1
SNPV Xtrackers S&P 500 Value ESG ETF 10.6 15 60 6.8 +2.9
GRNY Fundstrat Granny Shots US Large Cap ETF 10.6 75 0 2.6 -1.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 10.6 45 30 5.3 +1.4
IGV iShares Expanded Tech-Software Sector ETF 10.6 41 34 2.6 -1.3
IYF iShares U.S. Financials ETF 10.5 40 35 5.9 +2.0
MBCC Monarch Blue Chips Core ETF 10.5 125 -50 4.0 +0.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 10.4 29 46 6.4 +2.5
ABIG Argent Large Cap ETF 10.4 49 26 7.5 +3.5
SEMG Suncoast Select Growth ETF 10.4 60 15 4.1 +0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.4 35 40 4.2 +0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.4 15 60 7.6 +3.6
INCE Franklin Income Equity Focus ETF 10.4 29 46 5.5 +1.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10.3 75 0 5.5 +1.6
VNSE Natixis Vaughan Nelson Select ETF 10.3 80 -5 4.7 +0.8
BDIV AAM Brentview Dividend Growth ETF 10.3 49 26 4.6 +0.7
PSET Principal Quality ETF 10.3 15 60 5.3 +1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.3 10 65 4.4 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.2 48 27 6.1 +2.2
QUAL iShares MSCI USA Quality Factor ETF 10.2 15 60 5.3 +1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 10.2 58 17 3.9 +0.0
QUS SPDR MSCI USA StrategicFactors ETF 10.1 15 60 5.8 +1.8
KONG Formidable Fortress ETF 10.1 89 -14 6.0 +2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 10.1 9 66 5.0 +1.0
XLV Health Care Select Sector SPDR Fund 10.1 8 67 7.9 +4.0
QGRW WisdomTree U.S. Quality Growth Fund 10.1 28 47 4.2 +0.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 10.0 40 35 3.4 -0.5
IXG iShares Global Financials ETF 10.0 42 33 6.8 +2.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 10.0 85 -10 8.9 +4.9
IYH iShares U.S. Healthcare ETF 10.0 40 35 7.2 +3.2
SHRY First Trust Bloomberg Shareholder Yield ETF 10.0 60 15 7.9 +4.0
SXQG ETC 6 Meridian Quality Growth ETF 9.9 100 -25 4.7 +0.8
RND First Trust Bloomberg R&D Leaders ETF 9.9 60 15 3.6 -0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 9.8 35 40 5.2 +1.2
POWA Invesco Bloomberg Pricing Power ETF 9.8 40 35 5.7 +1.8
RJMG FT Raymond James Multicap Growth Equity ETF 9.8 85 -10 2.3 -1.7
SNPG Xtrackers S&P 500 Growth ESG ETF 9.8 15 60 4.5 +0.6
VHT Vanguard Health Care ETF 9.7 9 66 6.4 +2.4
OALC OneAscent Large Cap Core ETF 9.7 86 -11 4.1 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.7 10 65 4.4 +0.5
LVOL American Century Low Volatility ETF 9.7 29 46 4.8 +0.9
FHLC Fidelity MSCI Health Care Index ETF 9.6 8 67 6.5 +2.6
DUHP Dimensional US High Profitability ETF 9.5 21 54 6.4 +2.4
NULC Nuveen ESG Large-Cap ETF 9.5 21 54 4.8 +0.8
USSE Segall Bryant & Hamill Select Equity ETF 9.5 65 10 4.3 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.5 20 55 6.4 +2.4
KCE SPDR S&P Capital Markets ETF 9.5 35 40 5.5 +1.6
LRGC AB US Large Cap Strategic Equities ETF 9.5 48 27 4.5 +0.6
JQUA JPMorgan U.S. Quality Factor ETF 9.4 12 63 6.0 +2.0
SUSA iShares MSCI USA ESG Select ETF 9.3 25 50 4.9 +0.9
CLOD Themes Cloud Computing ETF 9.3 35 40 3.0 -0.9
PFM Invesco Dividend Achievers ETF 9.3 53 22 5.3 +1.4
VFQY Vanguard U.S. Quality Factor ETF 9.2 13 62 6.4 +2.5
DANA Dana Unconstrained Equity ETF 9.2 50 25 3.0 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 9.2 15 60 5.7 +1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 9.2 32 43 5.0 +1.1
XLI Industrial Select Sector SPDR Fund 9.1 8 67 4.3 +0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.0 10 65 5.3 +1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 9.0 39 36 3.2 -0.7
IXJ iShares Global Healthcare ETF 8.9 42 33 7.4 +3.5
SMH VanEck Semiconductor ETF 8.9 35 40 3.9 -0.0
DIVL Madison Dividend Value ETF 8.9 65 10 6.1 +2.1
DSI iShares MSCI KLD 400 Social ETF 8.9 25 50 4.9 +0.9
TTAC FCF US Quality ETF 8.8 59 16 6.1 +2.2
RDVY First Trust Rising Dividend Achievers ETF 8.8 50 25 7.5 +3.6
JEPI JPMorgan Equity Premium Income ETF 8.8 35 40 5.5 +1.6
ABOT Abacus FCF Innovation Leaders ETF 8.8 69 6 4.4 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 8.7 10 65 5.0 +1.0
MODL VictoryShares WestEnd U.S. Sector ETF 8.6 42 33 4.6 +0.7
DEMZ Democratic Large Cap Core ETF 8.6 45 30 4.5 +0.6
ACVF American Conservative Values ETF 8.6 75 0 4.3 +0.4
SPXT ProShares S&P 500 Ex-Technology ETF 8.6 9 66 5.7 +1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.5 10 65 5.0 +1.1
DSPY Tema S&P 500 Historical Weight ETF 8.5 18 57 5.2 +1.3
EXI iShares Global Industrials ETF 8.4 42 33 4.5 +0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 8.4 29 46 4.5 +0.5
RGEF Rockefeller Global Equity ETF 8.4 55 20 4.9 +1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 8.4 18 57 4.1 +0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.3 75 0 4.1 +0.1
DIA SPDR Dow Jones Industrial Average ETF Trust 8.3 16 59 5.5 +1.6
AIEQ AI Powered Equity ETF 8.3 75 0 3.8 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 8.3 15 60 5.0 +1.0
SCHG Schwab U.S. Large-Cap Growth ETF 8.3 4 71 4.0 +0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 8.3 36 39 4.9 +0.9
HGRO Hedgeye Quality Growth ETF 8.2 70 5 3.3 -0.7
CGGO Capital Group Global Growth Equity ETF 8.1 47 28 4.7 +0.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.0 49 26 4.6 +0.6
IWY iShares Russell Top 200 Growth ETF 8.0 20 55 4.5 +0.6
NULV Nuveen ESG Large-Cap Value ETF 8.0 26 49 6.3 +2.4
FBCV Fidelity Blue Chip Value ETF 8.0 59 16 7.6 +3.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 7.9 60 15 7.2 +3.3
MGV Vanguard Mega Cap Value ETF 7.9 7 68 6.7 +2.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 7.9 15 60 4.7 +0.8
CATH Global X S&P 500 Catholic Values Custom ETF 7.9 29 46 4.8 +0.9
DSTL Distillate US Fundamental Stability & Value ETF 7.9 39 36 8.5 +4.5
SNPE Xtrackers S&P 500 ESG ETF 7.8 10 65 5.1 +1.2
SPLV Invesco S&P 500 Low Volatility ETF 7.8 25 50 5.3 +1.4
FMKT The Free Markets ETF 7.8 76 -1 1.9 -2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.8 7 68 5.1 +1.2
EQWL Invesco S&P 100 Equal Weight ETF 7.8 25 50 6.0 +2.1
BCDF Horizon Kinetics Blockchain Development ETF 7.7 85 -10 3.9 -0.0
ESGU iShares ESG Aware MSCI USA ETF 7.7 15 60 4.9 +1.0
XVV iShares ESG Screened S&P 500 ETF 7.7 8 67 4.9 +0.9
JOET Virtus Terranova US Quality Momentum ETF 7.7 29 46 4.7 +0.8
ABFL Abacus FCF Leaders ETF 7.7 59 16 5.6 +1.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 7.7 8 67 5.1 +1.1
FTXL First Trust Nasdaq Semiconductor ETF 7.7 60 15 5.2 +1.2
SOXQ Invesco PHLX Semiconductor ETF 7.7 19 56 4.5 +0.5
SOXX iShares Semiconductor ETF 7.7 35 40 4.7 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 7.7 9 66 4.9 +0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.7 20 55 5.1 +1.2
IETC iShares U.S. Tech Independence Focused ETF 7.6 18 57 3.7 -0.2
ADME Aptus Drawdown Managed Equity ETF 7.6 79 -4 4.2 +0.3
FFND Future Fund Active ETF 7.6 100 -25 4.4 +0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 7.6 75 0 5.4 +1.4
KLMN Invesco MSCI North America Climate ETF 7.6 9 66 5.1 +1.2
FTCS First Trust Capital Strength ETF 7.6 55 20 5.9 +1.9
CGGR Capital Group Growth ETF 7.6 39 36 3.2 -0.7
QUVU Hartford Quality Value ETF 7.6 46 29 7.3 +3.4
ALTL Pacer Lunt Large Cap Alternator ETF 7.6 60 15 4.2 +0.3
SPHB Invesco S&P 500 High Beta ETF 7.6 25 50 4.6 +0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 7.6 12 63 6.6 +2.7
SPGP Invesco S&P 500 GARP ETF 7.5 34 41 9.2 +5.3
QVML Invesco S&P 500 QVM Multi-factor ETF 7.5 11 64 5.1 +1.2
FUNL CornerCap Fundametrics Large-Cap ETF 7.5 50 25 7.4 +3.5
VIS Vanguard Industrials ETF 7.5 9 66 4.5 +0.6
AVLV Avantis U.S. Large Cap Value ETF 7.5 15 60 8.0 +4.1
EQIN Columbia US Equity Income ETF 7.5 35 40 7.0 +3.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.5 7 68 4.9 +0.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.4 49 26 4.4 +0.5
JSTC Adasina Social Justice All Cap Global ETF 7.4 89 -14 4.8 +0.9
GSPY Gotham Enhanced 500 ETF 7.4 50 25 5.4 +1.4
CFA VictoryShares US 500 Volatility Wtd ETF 7.4 35 40 5.9 +2.0
FELV Fidelity Enhanced Large Cap Value ETF 7.4 18 57 6.9 +2.9
MGC Vanguard Mega Cap ETF 7.4 7 68 4.7 +0.8
HKND Humankind US Stock ETF 7.4 11 64 7.4 +3.4
PTL Inspire 500 ETF 7.4 9 66 5.4 +1.4
IWL iShares Russell Top 200 ETF 7.4 15 60 4.7 +0.8
DFVX Dimensional US Large Cap Vector ETF 7.4 22 53 6.3 +2.3
LCLG Logan Capital Broad Innovative Growth ETF 7.4 99 -24 4.2 +0.2
GGRW Gabelli Growth Innovators ETF 7.4 90 -15 2.3 -1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.4 40 35 5.9 +1.9
QDF FlexShares Quality Dividend Index Fund 7.4 37 38 6.3 +2.4
VONV Vanguard Russell 1000 Value ETF 7.3 7 68 6.7 +2.7
HLGE Hartford Longevity Economy ETF 7.3 44 31 6.6 +2.6
JHML John Hancock Multifactor Large Cap ETF 7.3 29 46 5.4 +1.5
ZECP Zacks Earnings Consistent Portfolio ETF 7.3 55 20 4.8 +0.9
LQPE PEO AlphaQuest Thematic PE ETF 7.3 125 -50 5.5 +1.6
BKLC BNY Mellon US Large Cap Core Equity ETF 7.3 0 75 5.0 +1.0
TMFC Motley Fool 100 Index ETF 7.3 50 25 3.5 -0.4
VOT Vanguard Mid-Cap Growth ETF 7.3 7 68 3.5 -0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.3 79 -4 4.5 +0.6
VOTE TCW Transform 500 ETF 7.3 5 70 4.9 +1.0
VUSE Vident U.S. Equity Strategy ETF 7.3 50 25 4.6 +0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.3 20 55 4.8 +0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.3 55 20 4.2 +0.3
DGRW WisdomTree US Quality Dividend Growth Fund 7.2 28 47 5.5 +1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.2 2 73 5.0 +1.1
RUNN Running Oak Efficient Growth ETF 7.2 58 17 4.8 +0.9
STXG Strive 1000 Growth ETF 7.2 18 57 3.9 -0.0
VOOV Vanguard S&P 500 Value ETF 7.2 7 68 6.4 +2.5
RAFE PIMCO RAFI ESG U.S. ETF 7.2 29 46 7.3 +3.4
IVE iShares S&P 500 Value ETF 7.2 18 57 6.3 +2.4
VOO Vanguard S&P 500 ETF 7.2 3 72 5.0 +1.1
VOOG Vanguard S&P 500 Growth ETF 7.2 7 68 4.1 +0.2
SPYV SPDR Portfolio S&P 500 Value ETF 7.1 4 71 6.4 +2.5
IVV iShares Core S&P 500 ETF 7.1 3 72 5.0 +1.1
SPY SPDR S&P 500 ETF Trust 7.1 9 66 5.0 +1.0
FIDU Fidelity MSCI Industrial Index ETF 7.1 8 67 4.4 +0.5
SPLG SPDR Portfolio S&P 500 ETF 7.1 2 73 5.0 +1.1
FFLC Fidelity Fundamental Large Cap Core ETF 7.1 38 37 4.6 +0.7
SPYG SPDR Portfolio S&P 500 Growth ETF 7.1 4 71 4.1 +0.2
IVW iShares S&P 500 Growth ETF 7.1 18 57 4.0 +0.0
MGK Vanguard Mega Cap Growth ETF 7.1 7 68 4.1 +0.2
DTEC ALPS Disruptive Technologies ETF 7.1 50 25 3.8 -0.2
AVSU Avantis Responsible U.S. Equity ETF 7.1 15 60 6.1 +2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 7.1 59 16 2.8 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.1 9 66 5.3 +1.3
ILCG iShares Morningstar Growth ETF 7.1 4 71 3.7 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 7.1 49 26 4.9 +0.9
NATO Themes Transatlantic Defense ETF 7.1 35 40 2.3 -1.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 7.0 19 56 5.2 +1.3
STRV Strive 500 ETF 7.0 5 70 4.9 +0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 7.0 18 57 4.7 +0.8
VV Vanguard Large-Cap ETF 7.0 4 71 4.9 +1.0
LRGF iShares U.S. Equity Factor ETF 7.0 8 67 5.6 +1.6
JHDV John Hancock U.S. High Dividend ETF 7.0 34 41 6.6 +2.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.0 12 63 4.6 +0.7
VUG Vanguard Growth ETF 7.0 4 71 4.0 +0.1
PBUS Invesco MSCI USA ETF 7.0 4 71 4.9 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.0 11 64 5.0 +1.0
IUSV iShares Core S&P US Value ETF 6.9 4 71 6.6 +2.6
QQMG Invesco ESG NASDAQ 100 ETF 6.9 20 55 4.1 +0.1
ILCB iShares Morningstar U.S. Equity ETF 6.9 3 72 5.0 +1.0
XLK Technology Select Sector SPDR Fund 6.9 8 67 4.4 +0.5
FDLO Fidelity Low Volatility Factor ETF 6.9 15 60 5.4 +1.5
CGUS Capital Group Core Equity ETF 6.9 33 42 4.3 +0.4
CGDV Capital Group Dividend Value ETF 6.9 33 42 4.5 +0.6
ESGV Vanguard ESG U.S. Stock ETF 6.9 9 66 4.8 +0.9
PRXG Praxis Impact Large Cap Growth ETF 6.9 36 39 4.1 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.9 25 50 5.4 +1.4
PRXV Praxis Impact Large Cap Value ETF 6.9 36 39 6.6 +2.7
PEXL Pacer US Export Leaders ETF 6.9 60 15 4.6 +0.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.9 60 15 4.4 +0.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.9 12 63 4.5 +0.6
DGRO iShares Core Dividend Growth ETF 6.8 8 67 6.5 +2.5
SCHX Schwab U.S. Large-Cap ETF 6.8 3 72 5.0 +1.1
FELC Fidelity Enhanced Large Cap Core ETF 6.8 18 57 5.3 +1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 6.8 28 47 6.0 +2.1
IUSG iShares Core S&P U.S. Growth ETF 6.8 4 71 4.2 +0.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.8 75 0 2.8 -1.1
RVRB Reverb ETF 6.8 30 45 4.6 +0.7
FTWO Strive FAANG 2.0 ETF 6.8 49 26 4.5 +0.6
FXH First Trust Health Care AlphaDEX Fund 6.8 62 13 9.2 +5.2
TMFG Motley Fool Global Opportunities ETF 6.7 85 -10 3.9 +0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.7 3 72 5.2 +1.3
VONE Vanguard Russell 1000 ETF 6.7 7 68 5.0 +1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.7 9 66 6.1 +2.2
FSST Fidelity Sustainable U.S. Equity ETF 6.7 59 16 4.3 +0.3
IWF iShares Russell 1000 Growth ETF 6.7 19 56 4.4 +0.4
IYY iShares Dow Jones U.S. ETF 6.7 20 55 4.8 +0.9
SCHK Schwab 1000 Index ETF 6.7 5 70 5.1 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.7 19 56 6.5 +2.5
IWB iShares Russell 1000 ETF 6.7 15 60 4.9 +1.0
PDP Invesco Dorsey Wright Momentum ETF 6.6 62 13 3.9 0.0
DFUS Dimensional U.S. Equity ETF 6.6 9 66 4.9 +1.0
KRMA Global X Conscious Companies ETF 6.6 43 32 5.9 +2.0
SPXV ProShares S&P 500 Ex-Health Care ETF 6.6 9 66 4.7 +0.8
PFI Invesco Dorsey Wright Financial Momentum ETF 6.6 60 15 6.5 +2.6
DFNV Donoghue Forlines Innovation ETF 6.6 69 6 4.6 +0.7
QLV FlexShares US Quality Low Volatility Index Fund 6.5 22 53 5.7 +1.8
MDEV First Trust Indxx Medical Devices ETF 6.5 70 5 4.5 +0.5
EDOW First Trust Dow 30 Equal Weight ETF 6.5 50 25 5.1 +1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.5 52 23 5.5 +1.6
XDAT Franklin Exponential Data ETF 6.5 50 25 2.1 -1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.5 58 17 5.4 +1.5
IWX iShares Russell Top 200 Value ETF 6.5 20 55 6.3 +2.4
VTHR Vanguard Russell 3000 ETF 6.5 7 68 4.9 +1.0
PPA Invesco Aerospace & Defense ETF 6.5 58 17 2.5 -1.5
VTI Vanguard Total Stock Market ETF 6.5 3 72 4.9 +1.0
SCHB Schwab U.S. Broad Market ETF 6.4 3 72 5.1 +1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.4 3 72 5.0 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 6.4 18 57 6.8 +2.9
RSP Invesco S&P 500 Equal Weight ETF 6.4 20 55 6.5 +2.5
QTUM Defiance Quantum ETF 6.4 40 35 5.3 +1.3
QLC FlexShares US Quality Large Cap Index Fund 6.4 25 50 5.5 +1.6
IWV iShares Russell 3000 ETF 6.4 20 55 4.8 +0.9
CRTC Xtrackers US National Critical Technologies ETF 6.4 35 40 4.8 +0.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.4 52 23 6.3 +2.4
BMED Future Health ETF 6.4 85 -10 0.5 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 6.4 18 57 5.5 +1.5
VTV Vanguard Value ETF 6.3 4 71 7.0 +3.1
QWLD SPDR MSCI World StrategicFactors ETF 6.3 30 45 6.1 +2.2
AVUS Avantis U.S. Equity ETF 6.3 15 60 5.9 +2.0
GLBL Pacer MSCI World Industry Advantage ETF 6.3 65 10 4.2 +0.3
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 6.3 75 0 1.2 -2.7
NUDV Nuveen ESG Dividend ETF 6.2 26 49 7.7 +3.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.2 35 40 6.1 +2.2
DTD WisdomTree U.S. Total Dividend Fund 6.2 28 47 6.4 +2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.2 60 15 7.8 +3.9
SFY SoFi Select 500 ETF 6.2 0 75 4.5 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 6.2 13 62 5.8 +1.8
QGRO American Century U.S. Quality Growth ETF 6.2 29 46 3.6 -0.4
RECS Columbia Research Enhanced Core ETF 6.2 15 60 5.8 +1.9
MGRO VanEck Morningstar Wide Moat Growth ETF 6.2 49 26 4.4 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.1 14 61 5.0 +1.0
MID American Century Mid Cap Growth Impact ETF 6.1 45 30 3.2 -0.8
SPMV Invesco S&P 500 Minimum Variance ETF 6.1 10 65 5.4 +1.5
AFLG First Trust Active Factor Large Cap ETF 6.1 55 20 6.2 +2.3
FDVV Fidelity High Dividend ETF 6.1 15 60 7.8 +3.8
EPS WisdomTree U.S. LargeCap Fund 6.1 8 67 5.8 +1.9
LRND IQ U.S. Large Cap R&D Leaders ETF 6.0 14 61 5.4 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 6.0 9 66 6.1 +2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.0 29 46 6.5 +2.6
INRO iShares U.S. Industry Rotation Active ETF 6.0 42 33 4.7 +0.7
BOUT Innovator IBD Breakout Opportunities ETF 6.0 81 -6 3.3 -0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 6.0 37 38 6.2 +2.2
ROUS Hartford Multifactor US Equity ETF 6.0 19 56 7.3 +3.3
GLOF iShares Global Equity Factor ETF 6.0 20 55 6.7 +2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 6.0 9 66 5.3 +1.3
LOGO Alpha Brands Consumption Leaders ETF 6.0 69 6 6.2 +2.3
NETZ TCW Transform Systems ETF 5.9 75 0 2.5 -1.4
MISL First Trust Indxx Aerospace & Defense ETF 5.9 60 15 2.1 -1.9
ITA iShares U.S. Aerospace & Defense ETF 5.9 40 35 1.8 -2.1
DFAU Dimensional US Core Equity Market ETF 5.9 12 63 5.1 +1.2
MBOX Freedom Day Dividend ETF 5.9 39 36 7.7 +3.7
ROE Astoria US Quality Kings ETF 5.9 49 26 6.7 +2.8
TOK iShares MSCI Kokusai ETF 5.9 26 49 5.1 +1.2
SIZE iShares MSCI USA Size Factor ETF 5.9 15 60 5.8 +1.9
MOTE VanEck Morningstar ESG Moat ETF 5.9 49 26 5.6 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.8 65 10 3.4 -0.5
UDI USCF Dividend Income Fund 5.8 65 10 8.3 +4.3
KLMT Invesco MSCI Global Climate 500 ETF 5.8 10 65 5.9 +1.9
FXL First Trust Technology AlphaDEX Fund 5.8 61 14 5.5 +1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.8 12 63 5.2 +1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.8 25 50 6.0 +2.0
HAPY Harbor Human Capital Factor Unconstrained ETF 5.8 50 25 5.6 +1.7
QQQ Invesco QQQ Trust Series I 5.8 20 55 4.0 +0.1
SMRI Bushido Capital US Equity ETF 5.8 71 4 9.5 +5.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 5.8 49 26 4.2 +0.3
QQQM Invesco NASDAQ 100 ETF 5.8 15 60 4.1 +0.2
USMC Principal U.S. Mega-Cap ETF 5.7 12 63 4.5 +0.6
BKWO BNY Mellon Women's Opportunities ETF 5.7 50 25 3.7 -0.3
XNTK SPDR NYSE Technology ETF 5.7 35 40 3.7 -0.2
FBT First Trust NYSE Arca Biotechnology Index Fund 5.7 56 19 4.5 +0.5
IBB iShares Biotechnology ETF 5.7 45 30 0.6 -3.3
JMOM JPMorgan U.S. Momentum Factor ETF 5.7 12 63 4.5 +0.6
URTH iShares MSCI World ETF 5.6 24 51 5.2 +1.3
ILCV iShares Morningstar Value ETF 5.6 4 71 6.7 +2.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.6 65 10 4.8 +0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.6 56 19 6.4 +2.4
IWD iShares Russell 1000 Value ETF 5.6 19 56 6.5 +2.6
TINY ProShares Nanotechnology ETF 5.5 58 17 4.2 +0.2
PSI Invesco Semiconductors ETF 5.5 57 18 4.4 +0.4
BULD Pacer BlueStar Engineering the Future ETF 5.5 60 15 1.4 -2.6
HDUS Hartford Disciplined US Equity ETF 5.5 19 56 5.8 +1.9
SAGP Strategas Global Policy Opportunities ETF 5.5 65 10 5.2 +1.3
TRFM AAM Transformers ETF 5.5 49 26 1.5 -2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 5.5 25 50 5.8 +1.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 5.5 68 7 2.3 -1.6
IQM Franklin Intelligent Machines ETF 5.5 50 25 2.1 -1.9
IPAV Global X Infrastructure Development ex-U.S. ETF 5.4 55 20 7.6 +3.6
APUE ActivePassive U.S. Equity ETF 5.4 45 30 4.7 +0.8
VONG Vanguard Russell 1000 Growth ETF 5.4 7 68 4.5 +0.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 5.4 75 0 4.3 +0.4
FNDX Schwab Fundamental US Large Co. Index ETF 5.3 25 50 7.2 +3.3
OEF iShares S&P 100 ETF 5.3 20 55 4.6 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.3 40 35 3.5 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.3 70 5 4.8 +0.9
TMDV ProShares Russell US Dividend Growers ETF 5.3 35 40 6.5 +2.6
AUSF Global X Adaptive U.S. Factor ETF 5.2 27 48 8.9 +5.0
SSPY Syntax Stratified LargeCap ETF 5.2 30 45 6.7 +2.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 5.2 65 10 6.4 +2.5
DFLV Dimensional US Large Cap Value ETF 5.2 22 53 8.0 +4.1
AVUQ Avantis U.S. Quality ETF 5.2 15 60 4.8 +0.9
YALL God Bless America ETF 5.2 65 10 3.6 -0.3
REVS Columbia Research Enhanced Value ETF 5.2 19 56 7.8 +3.8
IEDI iShares U.S. Consumer Focused ETF 5.1 18 57 5.3 +1.4
GQQQ Astoria US Quality Growth Kings ETF 5.1 35 40 4.7 +0.8
ACWI iShares MSCI ACWI ETF 5.1 32 43 5.7 +1.7
DCOR Dimensional US Core Equity 1 ETF 5.1 14 61 5.5 +1.5
PRF Invesco FTSE RAFI US 1000 ETF 5.1 39 36 6.9 +3.0
PINK Simplify Health Care ETF 5.1 50 25 1.0 -3.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.0 80 -5 6.8 +2.9
FNDB Schwab Fundamental US Broad Market Index ETF 5.0 25 50 7.3 +3.4
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 5.0 60 15 6.9 +2.9
FVAL Fidelity Value Factor ETF 5.0 15 60 7.1 +3.2
EATZ AdvisorShares Restaurant ETF 5.0 101 -26 6.4 +2.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.0 50 25 5.3 +1.4
MILN Global X Millennial Consumer ETF 5.0 50 25 3.7 -0.3
VALQ American Century U.S. Quality Value ETF 5.0 29 46 7.8 +3.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 45 8.5 +4.5
BITQ Bitwise Crypto Industry Innovators ETF 4.9 85 -10 -2.3 -6.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.9 12 63 5.8 +1.8
SPXN ProShares S&P 500 Ex-Financials ETF 4.9 9 66 5.0 +1.0
OCFS Otter Creek Focus Strategy ETF 4.9 85 -10 4.0 +0.0
WDNA WisdomTree BioRevolution Fund 4.9 45 30 -1.3 -5.2
BBH VanEck Biotech ETF 4.9 35 40 5.1 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 4.9 6 69 4.1 +0.1
JGLO JPMorgan Global Select Equity ETF 4.9 33 42 4.9 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.9 60 15 5.2 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 4.8 17 58 5.6 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.8 9 66 5.9 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 4.8 20 55 6.0 +2.1
JGRO JPMorgan Active Growth ETF 4.8 44 31 3.5 -0.5
IUS Invesco RAFI Strategic US ETF 4.8 19 56 6.8 +2.9
IGM iShares Expanded Tech Sector ETF 4.8 41 34 3.9 -0.1
FINX Global X FinTech ETF 4.7 68 7 2.1 -1.8
VFLO VictoryShares Free Cash Flow ETF 4.7 39 36 10.9 +7.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.7 20 55 5.8 +1.9
LGRO Level Four Large Cap Growth Active ETF 4.7 55 20 3.8 -0.2
FELG Fidelity Enhanced Large Cap Growth ETF 4.7 18 57 4.7 +0.8
RWL Invesco S&P 500 Revenue ETF 4.7 39 36 6.8 +2.9
VSDA VictoryShares Dividend Accelerator ETF 4.7 35 40 7.0 +3.1
STXV Strive 1000 Value ETF 4.6 18 57 8.2 +4.3
JPEF JPMorgan Equity Focus ETF 4.6 50 25 4.3 +0.4
PTF Invesco Dorsey Wright Technology Momentum ETF 4.6 60 15 1.3 -2.6
DEUS Xtrackers Russell US Multifactor ETF 4.6 17 58 7.1 +3.2
DGT SPDR Global Dow ETF 4.6 50 25 7.3 +3.4
YLDE ClearBridge Dividend Strategy ESG ETF 4.6 60 15 5.8 +1.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.6 15 60 5.9 +2.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 4.6 65 10 -1.3 -5.2
DHS WisdomTree U.S. High Dividend Fund 4.6 38 37 8.2 +4.2
IYW iShares U.S. Technology ETF 4.6 40 35 3.9 -0.1
VT Vanguard Total World Stock ETF 4.6 6 69 6.0 +2.1
HELX Franklin Genomic Advancements ETF 4.6 50 25 -0.3 -4.2
FLQL Franklin LibertyQ U.S. Equity ETF 4.5 15 60 5.5 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 4.5 4 71 6.8 +2.9
BLES Inspire Global Hope ETF 4.5 61 14 6.8 +2.9
VO Vanguard Mid-Cap ETF 4.5 4 71 5.8 +1.9
MAVF Matrix Advisors Value ETF 4.5 75 0 5.9 +2.0
XHE SPDR S&P Health Care Equipment ETF 4.5 35 40 3.2 -0.8
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -5 4.4 +0.5
DFUV Dimensional US Marketwide Value ETF 4.4 22 53 7.7 +3.8
VLU SPDR S&P 1500 Value Tilt ETF 4.4 12 63 7.6 +3.7
FMTM MarketDesk Focused U.S. Momentum ETF 4.4 45 30 3.9 -0.0
XLG Invesco S&P 500 Top 50 ETF 4.3 20 55 4.5 +0.5
VGT Vanguard Information Technology ETF 4.3 9 66 4.0 +0.0
DVND Touchstone Dividend Select ETF 4.3 67 8 5.7 +1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.3 18 57 7.8 +3.9
BRIF FIS Bright Portfolios Focused Equity ETF 4.3 65 10 4.9 +1.0
ITB iShares U.S. Home Construction ETF 4.3 40 35 12.3 +8.4
KOCG FIS Knights of Columbus Global Belief ETF 4.3 75 0 5.1 +1.1
FTEC Fidelity MSCI Information Technology Index ETF 4.3 8 67 4.0 +0.0
FEX First Trust Large Cap Core AlphaDEX Fund 4.3 59 16 6.0 +2.1
THRO iShares U.S. Thematic Rotation Active ETF 4.3 90 -15 4.0 +0.1
FMAT Fidelity MSCI Materials Index ETF 4.3 8 67 6.3 +2.4
RSPM Invesco S&P 500 Equal Weight Materials ETF 4.3 40 35 7.6 +3.6
XLB Materials Select Sector SPDR Fund 4.3 8 67 6.1 +2.2
VAW Vanguard Materials ETF 4.3 9 66 6.3 +2.4
RWK Invesco S&P MidCap 400 Revenue ETF 4.2 39 36 9.6 +5.7
ESGG FlexShares STOXX Global ESG Select Index Fund 4.2 42 33 5.5 +1.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 4.2 46 29 5.7 +1.7
USMF WisdomTree U.S. Multifactor Fund 4.2 28 47 7.0 +3.0
MOAT VanEck Morningstar Wide Moat ETF 4.2 46 29 5.6 +1.7
SRHQ SRH U.S. Quality ETF 4.2 35 40 7.8 +3.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.1 25 50 5.4 +1.4
FBOT Fidelity Disruptive Automation ETF 4.1 50 25 3.6 -0.3
BLCV iShares Large Cap Value Active ETF 4.1 53 22 7.5 +3.6
TOPT iShares Top 20 U.S. Stocks ETF 4.1 20 55 4.0 +0.1
SPMO Invesco S&P 500 Momentum ETF 4.0 13 62 3.6 -0.3
EBI Longview Advantage ETF 4.0 35 40 6.7 +2.8
BLLD JPMorgan Sustainable Infrastructure ETF 4.0 49 26 6.1 +2.2
IVEG iShares Emergent Food and AgTech Multisector ETF 4.0 47 28 9.1 +5.1
PRAY FIS Christian Stock Fund 4.0 69 6 5.1 +1.1
ANEW ProShares MSCI Transformational Changes ETF 4.0 45 30 6.1 +2.1
BUYZ Franklin Disruptive Commerce ETF 4.0 50 25 2.3 -1.7
AVMC Avantis U.S. Mid Cap Equity ETF 4.0 18 57 7.0 +3.1
IXN iShares Global Tech ETF 4.0 41 34 3.8 -0.2
MVAL VanEck Morningstar Wide Moat Value ETF 4.0 49 26 6.3 +2.4
PAVE Global X U.S. Infrastructure Development ETF 3.9 47 28 5.5 +1.6
HWAY Themes US Infrastructure ETF 3.9 29 46 6.4 +2.5
MXI iShares Global Materials ETF 3.9 41 34 8.0 +4.1
SDEP SFP Core Equity Strategy 3.9 10 65 6.5 +2.6
WTV WisdomTree US Value Fund of Benef Interest 3.9 12 63 9.3 +5.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.9 38 37 6.3 +2.3
ARKX ARK Space Exploration & Innovation ETF 3.9 75 0 -0.3 -4.2
SYNB Putnam BioRevolution ETF 3.9 70 5 3.1 -0.9
OPTZ Optimize Strategy Index ETF 3.9 50 25 5.0 +1.0
JAVA JPMorgan Active Value ETF 3.9 44 31 6.4 +2.5
AVIE Avantis  Inflation Focused Equity ETF 3.9 25 50 7.4 +3.5
IBBQ Invesco Nasdaq Biotechnology ETF 3.9 19 56 0.5 -3.4
PBE Invesco Biotechnology & Genome ETF 3.9 58 17 2.3 -1.6
XBI SPDR S&P BIOTECH ETF 3.9 35 40 -3.0 -6.9
AOTG AOT Growth and Innovation ETF 3.9 75 0 1.7 -2.2
MAGA Point Bridge America First ETF 3.8 72 3 6.1 +2.2
IBOT Vaneck Robotics ETF 3.8 47 28 4.0 +0.1
FDTX Fidelity Disruptive Technology ETF 3.8 50 25 2.6 -1.4
BBP Virtus LifeSci Biotech Products ETF 3.8 79 -4 -8.1 -12.0
FLRG Fidelity U.S. Multifactor ETF 3.8 15 60 7.0 +3.1
LCF Touchstone US Large Cap Focused ETF 3.8 69 6 4.3 +0.3
FCPI Fidelity Stocks for Inflation ETF 3.8 15 60 7.6 +3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.8 35 40 7.8 +3.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 37 7.8 +3.9
PWV Invesco Large Cap Value ETF 3.7 55 20 7.5 +3.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 15 9.9 +6.0
ONEO SPDR Russell 1000 Momentum Focus ETF 3.7 20 55 7.1 +3.2
IMCB iShares Morningstar Mid-Cap ETF 3.7 4 71 6.1 +2.1
HLAL Wahed FTSE USA Shariah ETF 3.7 50 25 4.9 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.7 65 10 7.4 +3.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.7 15 60 4.2 +0.3
MDCP VictoryShares THB Mid Cap ESG ETF 3.7 55 20 5.8 +1.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.7 7 68 7.5 +3.6
FDWM Fidelity Women's Leadership ETF 3.7 59 16 5.0 +1.0
VYM Vanguard High Dividend Yield Index ETF 3.6 6 69 7.2 +3.3
GNOM Global X Genomics & Biotechnology ETF 3.6 50 25 -3.6 -7.5
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.6 40 35 4.9 +1.0
JVAL JPMorgan U.S. Value Factor ETF 3.6 12 63 8.4 +4.4
FXG First Trust Consumer Staples AlphaDEX Fund 3.6 63 12 8.6 +4.7
CZA Invesco Zacks Mid-Cap ETF 3.6 72 3 6.5 +2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.6 45 30 4.5 +0.5
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 52 3.4 -0.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.5 85 -10 4.1 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.5 64 11 2.3 -1.6
FIW First Trust Water ETF 3.5 53 22 4.8 +0.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.5 40 35 6.3 +2.3
ONEQ Fidelity Nasdaq Composite Index ETF 3.5 21 54 3.8 -0.2
DXUV Dimensional US Vector Equity ETF 3.5 28 47 6.3 +2.4
SURE AdvisorShares Insiders Advantage ETF 3.5 90 -15 10.4 +6.4
FPAG FPA Global Equity ETF 3.5 49 26 5.8 +1.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 31 44 7.2 +3.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.4 60 15 3.5 -0.4
TMFM Motley Fool Mid-Cap Growth ETF 3.4 85 -10 2.6 -1.4
XAR SPDR S&P Aerospace & Defense ETF 3.3 35 40 1.9 -2.0
CGDG Capital Group Dividend Growers ETF 3.3 47 28 6.2 +2.3
SMAP Amplify Small-Mid Cap Equity ETF 3.3 60 15 5.5 +1.6
PRNT 3D Printing ETF 3.3 66 9 1.3 -2.7
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 25 5.8 +1.8
COWZ Pacer US Cash Cows 100 ETF 3.2 49 26 9.5 +5.5
XT iShares Exponential Technologies ETF 3.2 46 29 4.8 +0.8
LST Leuthold Select Industries ETF 3.2 91 -16 5.5 +1.6
ARKQ ARK Autonomous Technology & Robotics ETF 3.2 75 0 0.3 -3.6
DIVZ TrueShares Low Volatility Equity Income ETF 3.2 65 10 6.5 +2.6
VFMF Vanguard U.S. Multifactor ETF 3.2 18 57 8.3 +4.4
FLDZ RiverNorth Patriot ETF 3.2 75 0 6.1 +2.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.2 30 45 4.5 +0.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.2 65 10 2.2 -1.8
USCF Themes US Cash Flow Champions ETF 3.2 29 46 9.1 +5.2
TBG TBG Dividend Focus ETF 3.2 59 16 7.9 +3.9
LGCF Themes US Cash Flow Champions ETF 3.2 30 45 8.5 +4.5
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 62 3.1 -0.8
CLNR IQ Cleaner Transport ETF 3.1 45 30 6.6 +2.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.1 61 14 1.3 -2.6
RPG Invesco S&P 500 Pure Growth ETF 3.1 35 40 3.2 -0.8
IQRA IQ CBRE Real Assets ETF 3.1 65 10 5.8 +1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.1 15 60 6.6 +2.7
BFOR ALPS Barron's 400 ETF 3.1 65 10 6.1 +2.1
KNCT Invesco Next Gen Connectivity ETF 3.0 40 35 5.0 +1.0
WRND IQ Global Equity R&D Leaders ETF 3.0 18 57 8.4 +4.4
BELT iShares Long-Term U.S. Equity Active ETF 3.0 75 0 3.0 -1.0
TAX Cambria Tax Aware ETF 3.0 49 26 5.2 +1.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.0 47 28 5.9 +1.9
RFV Invesco S&P Midcap 400 Pure Value ETF 3.0 35 40 13.3 +9.3
FDRR Fidelity Dividend ETF for Rising Rates 3.0 15 60 7.2 +3.3
DIVB iShares Core Dividend ETF 3.0 5 70 7.7 +3.8
IWR iShares Russell Midcap ETF 3.0 19 56 5.9 +1.9
FMDE Fidelity Enhanced Mid Cap ETF 3.0 23 52 5.8 +1.9
NBDS Neuberger Berman Disrupters ETF 2.9 55 20 0.7 -3.2
FVD First Trust Value Line Dividend Index Fund 2.9 65 10 6.4 +2.5
DIVS SmartETFs Dividend Builder ETF 2.9 65 10 4.9 +1.0
BLOK Amplify Transformational Data Sharing ETF 2.9 75 0 -0.1 -4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.9 43 32 6.3 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.9 60 15 6.3 +2.4
XSW SPDR S&P Software & Services ETF 2.9 35 40 1.8 -2.2
QTOP iShares Nasdaq Top 30 Stocks ETF 2.8 20 55 4.2 +0.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.8 5 70 8.1 +4.2
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 5 1.1 -2.8
JHMM John Hancock Multifactor Mid Cap ETF 2.8 42 33 6.5 +2.6
OGIG ALPS O'Shares Global Internet Giants ETF 2.8 48 27 1.6 -2.3
WUGI AXS Esoterica NextG Economy ETF 2.8 75 0 2.4 -1.5
ARVR First Trust Indxx Metaverse ETF 2.8 70 5 4.0 +0.1
IVRS iShares Future Metaverse Tech and Communications ETF 2.8 47 28 2.5 -1.4
SIXL ETC 6 Meridian Low Beta Equity ETF 2.8 80 -5 6.2 +2.2
IWS iShares Russell Mid-Cap Value ETF 2.8 23 52 6.8 +2.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 55 7.0 +3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.7 80 -5 6.4 +2.5
WAR U.S. Global Tech and Aerospace & Defense ETF 2.7 60 15 3.5 -0.4
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.7 60 15 11.2 +7.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.7 60 15 7.0 +3.0
SWP SWP Growth & Income ETF 2.7 99 -24 4.2 +0.3
BGIG Bahl & Gaynor Income Growth ETF 2.7 45 30 5.4 +1.5
GINN Goldman Sachs Innovate Equity ETF 2.7 52 23 3.6 -0.3
ULVM VictoryShares US Value Momentum ETF 2.7 20 55 7.4 +3.5
IOO iShares Global 100 ETF 2.6 41 34 4.9 +1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 60 7.5 +3.6
IYK iShares U.S. Consumer Staples ETF 2.6 40 35 6.3 +2.3
BGDV Bahl & Gaynor Dividend ETF 2.6 45 30 4.8 +0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 2.5 39 36 8.5 +4.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.5 49 26 9.4 +5.5
FMED Fidelity Disruptive Medicine ETF 2.5 50 25 -1.1 -5.1
EZU iShares MSCI Eurozone ETF 2.5 52 23 6.7 +2.8
SDY SPDR S&P Dividend ETF 2.5 35 40 6.7 +2.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.5 45 30 2.8 -1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 2.5 39 36 9.7 +5.8
HOMZ Hoya Capital Housing ETF 2.5 30 45 8.9 +5.0
IHI iShares U.S. Medical Devices ETF 2.4 40 35 4.0 +0.0
EWP iShares MSCI Spain ETF 2.4 50 25 7.4 +3.5
IYC iShares U.S. Consumer Discretionary ETF 2.4 40 35 3.8 -0.1
FBCG Fidelity Blue Chip Growth ETF 2.4 59 16 2.9 -1.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.4 60 15 3.6 -0.4
WLDR Affinity World Leaders Equity ETF 2.4 67 8 7.7 +3.8
IJJ iShares S&P Mid-Cap 400 Value ETF 2.4 18 57 9.0 +5.0
KNO AXS Knowledge Leaders ETF 2.4 78 -3 6.0 +2.1
DTCR Global X Data Center & Digital Infrastructure ETF 2.4 50 25 4.2 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 69 8.3 +4.3
AIVC Amplify Bloomberg AI Value Chain ETF 2.4 59 16 5.9 +1.9
CCMG CCM Global Equity ETF 2.4 34 41 8.7 +4.8
GURU Global X Guru Index ETF 2.4 75 0 3.4 -0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 2.3 15 60 9.0 +5.1
WCEO Hypatia Women CEO ETF 2.3 85 -10 4.3 +0.4
IPDP Dividend Performers ETF 2.3 122 -47 5.1 +1.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.3 68 7 2.3 -1.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.3 10 65 9.0 +5.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.3 15 60 9.3 +5.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.3 50 25 8.4 +4.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.3 45 30 3.4 -0.5
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 7 15.3 +11.3
VDC Vanguard Consumer Staples ETF 2.2 9 66 5.7 +1.8
PY Principal Value ETF 2.2 15 60 7.4 +3.5
FEGE First Eagle Global Equity ETF 2.2 79 -4 7.1 +3.1
TEMP JPMorgan Climate Change Solutions ETF 2.2 49 26 5.7 +1.8
FTAG First Trust Indxx Global Agriculture ETF 2.2 70 5 8.4 +4.4
HAP VanEck Natural Resources ETF 2.2 50 25 9.7 +5.8
MOO VanEck Agribusiness ETF 2.2 53 22 10.6 +6.6
KROP Global X AgTech & Food Innovation ETF 2.2 50 25 6.6 +2.6
MADE iShares U.S. Manufacturing ETF 2.2 40 35 5.0 +1.0
VEGI iShares MSCI Agriculture Producers ETF 2.2 39 36 8.7 +4.8
TMAT Main Thematic Innovation ETF 2.2 164 -89 -1.4 -5.3
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 23 7.0 +3.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.2 54 21 7.0 +3.1
PJP Invesco Pharmaceuticals ETF 2.2 57 18 8.3 +4.4
SPDV AAM S&P 500 High Dividend Value ETF 2.2 29 46 10.9 +6.9
THNR Amplify Weight Loss Drug & Treatment ETF 2.2 59 16 5.9 +1.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.2 65 10 1.1 -2.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 2.2 56 19 2.5 -1.4
MAKX ProShares S&P Kensho Smart Factories ETF 2.1 58 17 -0.6 -4.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.1 58 17 -2.9 -6.8
XSD SPDR S&P Semiconductor ETF 2.1 35 40 4.3 +0.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.1 45 30 4.5 +0.6
VOE Vanguard Mid-Cap Value ETF 2.1 7 68 7.9 +3.9
FICS First Trust International Developed Capital Strength ETF 2.1 70 5 6.3 +2.4
DEW WisdomTree Global High Dividend Fund 2.1 58 17 8.7 +4.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 2.1 79 -4 5.0 +1.1
EWQ iShares MSCI France ETF 2.1 53 22 7.2 +3.3
FEZ SPDR EURO STOXX 50 ETF 2.1 29 46 7.2 +3.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 2.1 8 67 5.7 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 0 7.4 +3.4
FDMO Fidelity Momentum Factor ETF 2.1 15 60 3.8 -0.2
EFG iShares MSCI EAFE Growth ETF 2.0 36 39 4.4 +0.5
VFVA Vanguard U.S. Value Factor ETF 2.0 13 62 11.4 +7.5
FTXG First Trust Nasdaq Food & Beverage ETF 2.0 60 15 7.4 +3.4
PBJ Invesco Food & Beverage ETF 2.0 57 18 5.0 +1.1
PEJ Invesco Leisure and Entertainment ETF 2.0 58 17 0.9 -3.0
XMMO Invesco S&P MidCap Momentum ETF 2.0 34 41 5.7 +1.7
LYLD Cambria Large Cap Shareholder Yield ETF 2.0 59 16 9.8 +5.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.0 20 55 4.7 +0.8
BBCA JPMorgan BetaBuilders Canada ETF 2.0 19 56 6.5 +2.6
BKCI BNY Mellon Concentrated International ETF 2.0 80 -5 5.0 +1.1
FLCA Franklin FTSE Canada ETF 2.0 9 66 6.7 +2.8
SUPL ProShares Supply Chain Logistics ETF 2.0 58 17 11.5 +7.5
EWC iShares MSCI Canada ETF 2.0 50 25 6.3 +2.4
SHPP Pacer Industrials and Logistics ETF 2.0 60 15 8.4 +4.5
FFOG Franklin Focused Growth ETF 2.0 61 14 2.4 -1.6
RCGE RockCreek Global Equality ETF 2.0 95 -20 6.4 +2.4
ACSI American Customer Satisfaction ETF 2.0 65 10 4.9 +0.9
ETHO Etho Climate Leadership U.S. ETF 2.0 47 28 5.4 +1.5
KIE SPDR S&P Insurance ETF 2.0 35 40 6.9 +2.9
AGQI First Trust Active Global Quality Income ETF 1.9 85 -10 5.3 +1.4
AVMV Avantis U.S. Mid Cap Value ETF 1.9 20 55 8.9 +5.0
FSCS First Trust SMID Capital Strength ETF 1.9 60 15 7.0 +3.1
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -20 2.7 -1.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.9 32 43 6.0 +2.1
TMFX Motley Fool Next Index ETF 1.9 50 25 2.6 -1.4
WCBR WisdomTree Cybersecurity Fund 1.9 45 30 1.7 -2.2
WFH Direxion Work From Home ETF 1.9 45 30 3.8 -0.1
CIBR First Trust NASDAQ Cybersecurity ETF 1.9 60 15 3.8 -0.1
BUG Global X Cybersecurity ETF 1.9 51 24 2.2 -1.7
IHAK iShares Cybersecurity & Tech ETF 1.9 47 28 3.6 -0.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.9 60 15 2.7 -1.2
SPAM Themes Cybersecurity ETF 1.9 35 40 2.0 -2.0
FDG American Century Focused Dynamic Growth ETF 1.9 45 30 2.0 -1.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.9 59 16 9.2 +5.3
OZEM Roundhill GLP-1 & Weight Loss ETF 1.9 59 16 -0.6 -4.5
WWJD Inspire International ETF 1.9 80 -5 7.3 +3.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 1.9 65 10 5.0 +1.0
AIQ Global X Artificial Intelligence & Technology ETF 1.9 68 7 3.7 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 51 8.3 +4.4
TRFK Pacer Data and Digital Revolution ETF 1.9 60 15 3.0 -0.9
HDV iShares Core High Dividend ETF 1.8 8 67 6.9 +2.9
KOMP SPDR S&P Kensho New Economies Composite ETF 1.8 20 55 2.7 -1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 44 2.6 -1.4
PHO Invesco Water Resources ETF 1.8 60 15 4.6 +0.6
PIO Invesco Global Water ETF 1.8 75 0 4.8 +0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 0 3.1 -0.9
STCE Schwab Crypto Thematic ETF 1.8 30 45 0.9 -3.0
MOTO SmartETFs Smart Transportation & Technology ETF 1.8 68 7 7.1 +3.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.8 61 14 6.6 +2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 46 6.3 +2.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.8 8 67 4.6 +0.7
DURA VanEck Durable High Dividend ETF 1.8 29 46 8.6 +4.6
RTH VanEck Retail ETF 1.8 35 40 5.4 +1.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.8 40 35 5.4 +1.5
RXI iShares Global Consumer Discretionary ETF 1.8 41 34 9.2 +5.3
XHB SPDR S&P Homebuilders ETF 1.8 35 40 11.5 +7.6
XLY Consumer Discretionary Select Sector SPDR Fund 1.8 8 67 4.9 +0.9
VCR Vanguard Consumer Discretionary ETF 1.8 9 66 4.6 +0.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.8 75 0 3.7 -0.2
ARKF ARK Fintech Innovation ETF 1.8 75 0 -0.5 -4.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.7 60 15 6.1 +2.1
IGPT Invesco AI and Next Gen Software ETF 1.7 60 15 4.1 +0.2
ITAN Sparkline Intangible Value ETF 1.7 50 25 6.8 +2.8
MEDI Harbor Health Care ETF 1.7 80 -5 -1.4 -5.4
FDN First Trust Dow Jones Internet Index Fund 1.7 52 23 3.1 -0.8
PAWZ ProShares Pet Care ETF 1.7 50 25 3.8 -0.2
PKB Invesco Building & Construction ETF 1.7 62 13 4.6 +0.7
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 0 3.0 -1.0
FLV American Century Focused Large Cap Value ETF 1.7 42 33 6.7 +2.8
DVY iShares Select Dividend ETF 1.7 38 37 9.4 +5.5
IBUY Amplify Online Retail ETF 1.7 65 10 1.2 -2.7
MNTL Tema Neuroscience and Mental Health ETF 1.7 75 0 -0.9 -4.9
JETS U.S. Global Jets ETF 1.7 60 15 2.6 -1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 1.7 45 30 1.0 -3.0
STXI Strive International Developed Markets ETF 1.7 29 46 7.0 +3.1
FIDI Fidelity International High Dividend ETF 1.7 18 57 9.0 +5.1
TOGA Tremblant Global ETF 1.7 69 6 1.5 -2.5
IEV iShares Europe ETF 1.6 67 8 6.9 +3.0
DIHP Dimensional International High Profitability ETF 1.6 29 46 7.3 +3.4
IDHQ Invesco S&P International Developed High Quality ETF 1.6 29 46 6.7 +2.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 1.6 42 33 6.8 +2.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.6 15 60 4.5 +0.6
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 55 8.4 +4.5
SDG iShares MSCI Global Sustainable Development Goals ETF 1.6 49 26 6.2 +2.3
AVIV Avantis International Large Cap Value ETF 1.6 25 50 9.0 +5.1
ROBO ROBO Global Robotics & Automation Index ETF 1.6 95 -20 3.5 -0.5
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 1.5 45 30 7.2 +3.2
PID Invesco International Dividend Achievers ETF 1.5 53 22 5.6 +1.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.5 61 14 -2.1 -6.1
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 25 5.3 +1.4
HART IQ Healthy Hearts ETF 1.5 45 30 6.8 +2.9
SPVU Invesco S&P 500 Enhanced Value ETF 1.5 13 62 10.3 +6.4
IHF iShares U.S. Healthcare Providers ETF 1.5 40 35 8.8 +4.9
XHS SPDR S&P Health Care Services ETF 1.5 35 40 3.9 -0.0
QVAL Alpha Architect US Quantitative Value ETF 1.5 39 36 10.0 +6.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 36 -1.0 -4.9
VLUE iShares MSCI USA Value Factor ETF 1.5 15 60 9.9 +5.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -5 8.3 +4.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -10 6.6 +2.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 55 7.8 +3.9
GVLU Gotham 1000 Value ETF 1.4 50 25 9.1 +5.2
TPIF Timothy Plan International ETF 1.4 62 13 6.3 +2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.4 52 23 6.6 +2.6
BPAY BlackRock Future Financial and Technology ETF 1.4 70 5 6.2 +2.3
FDCF Fidelity Disruptive Communications ETF 1.4 50 25 2.9 -1.0
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 1.4 40 35 6.9 +3.0
XLP Consumer Staples Select Sector SPDR Fund 1.4 8 67 6.0 +2.0
BWEB Bitwise Web3 ETF 1.4 85 -10 -0.1 -4.0
FITE SPDR S&P Kensho Future Security ETF 1.4 45 30 2.1 -1.8
SPEU SPDR Portfolio Europe ETF 1.4 7 68 7.4 +3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.4 25 50 11.7 +7.8
IEUR iShares Core MSCI Europe ETF 1.4 11 64 7.4 +3.5
ABEQ Absolute Select Value ETF 1.4 85 -10 4.8 +0.9
VWID Virtus WMC International Dividend ETF 1.4 49 26 8.9 +5.0
VGK Vanguard FTSE Europe ETF 1.4 6 69 7.5 +3.5
DRIV Global X Autonomous & Electric Vehicles ETF 1.4 68 7 5.2 +1.3
RNIN Bushido Capital US SMID Cap Equity ETF 1.3 70 5 5.0 +1.1
IFRA iShares U.S. Infrastructure ETF 1.3 30 45 6.2 +2.3
CANC Tema Oncology ETF 1.3 75 0 -2.6 -6.5
IDLV Invesco S&P International Developed Low Volatility ETF 1.3 25 50 6.5 +2.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 1.3 65 10 3.6 -0.3
XMLV Invesco S&P MidCap Low Volatility ETF 1.3 25 50 7.7 +3.7
LIVR Intelligent Livermore ETF 1.3 69 6 6.3 +2.4
JIRE JPMorgan International Research Enhanced Equity ETF 1.3 24 51 7.2 +3.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 60 7.5 +3.6
CGIE Capital Group International Equity ETF 1.3 54 21 5.0 +1.1
JHMD John Hancock Multifactor Developed International ETF 1.2 39 36 7.7 +3.8
IGE iShares North American Natural Resources ETF 1.2 41 34 8.0 +4.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 1.2 35 40 6.8 +2.9
ECML Euclidean Fundamental Value ETF 1.2 95 -20 12.5 +8.6
VIGI Vanguard International Dividend Appreciation ETF 1.2 10 65 6.3 +2.3
GINX SGI Enhanced Global Income ETF 1.2 98 -23 7.0 +3.1
MDY SPDR S&P Midcap 400 ETF Trust 1.2 24 51 7.3 +3.4
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 1.2 12 63 6.2 +2.3
IJH iShares Core S&P Mid-Cap ETF 1.2 5 70 7.5 +3.6
DMXF iShares ESG Advanced MSCI EAFE ETF 1.2 12 63 5.6 +1.7
VBR Vanguard Small Cap Value ETF 1.2 7 68 9.2 +5.3
ISHP First Trust Nasdaq Retail ETF 1.2 60 15 5.2 +1.3
RNMC First Trust Mid Cap US Equity Select ETF 1.1 60 15 6.6 +2.6
JIG JPMorgan International Growth ETF 1.1 55 20 4.7 +0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 68 7.5 +3.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 72 7.6 +3.6
DOL WisdomTree International LargeCap Dividend Fund 1.1 48 27 7.5 +3.6
UFO Procure Space ETF 1.1 75 0 -1.7 -5.6
DTAN Sparkline International Intangible Value ETF 1.1 55 20 8.3 +4.4
PATN Pacer Nasdaq International Patent Leaders ETF 1.1 65 10 6.3 +2.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 1.1 20 55 6.6 +2.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.1 60 15 9.2 +5.2
NXTG First Trust Indxx NextG ETF 1.1 70 5 5.3 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 1.1 47 28 4.7 +0.8
SIXG Defiance Connective Technologies ETF 1.1 30 45 3.8 -0.1
SCHF Schwab International Equity ETF 1.1 6 69 7.4 +3.5
XITK SPDR FactSet Innovative Technology ETF 1.0 45 30 -0.3 -4.3
ARKG ARK Genomic Revolution ETF 1.0 75 0 0.0 -3.9
EFA iShares MSCI EAFE ETF 1.0 35 40 7.0 +3.0
CIL VictoryShares International Volatility Wtd ETF 1.0 45 30 6.7 +2.8
SPDW SPDR Portfolio Developed World ex-US ETF 1.0 3 72 7.2 +3.3
EIRL iShares MSCI Ireland ETF 1.0 50 25 9.0 +5.0
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 20 12.8 +8.8
CWI SPDR MSCI ACWI ex-US ETF 1.0 30 45 7.8 +3.8
IDEV iShares Core MSCI International Developed Markets ETF 1.0 4 71 7.2 +3.3
FIVA Fidelity International Value Factor ETF 1.0 18 57 10.3 +6.4
FRNW Fidelity Clean Energy ETF 1.0 39 36 3.9 -0.0
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 1.0 9 66 9.3 +5.3
LVHI Franklin International Low Volatility High Dividend Index ET 1.0 40 35 10.9 +7.0
OSEA Harbor International Compounders ETF 1.0 55 20 4.7 +0.7
PPIE Putnam PanAgora ESG International Equity ETF 1.0 49 26 7.5 +3.6
OAIM OneAscent International Equity ETF 1.0 95 -20 5.7 +1.7
OEUR ALPS O'Shares Europe Quality Dividend ETF 1.0 48 27 6.0 +2.0
RFDI First Trust Riverfront Dynamic Developed International ETF 1.0 83 -8 9.8 +5.9
RFEU First Trust Riverfront Dynamic Europe ETF 1.0 83 -8 10.6 +6.7
SCHY Schwab International Dividend Equity ETF 1.0 14 61 9.7 +5.8
DSTX Distillate International Fundamental Stability & Value ETF 1.0 55 20 8.3 +4.3
GCOW Pacer Global Cash Cows Dividend ETF 1.0 60 15 11.1 +7.2
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.0 65 10 11.8 +7.8
DFNL Davis Select Financial ETF 1.0 63 12 7.6 +3.7
EQRR ProShares Equities for Rising Rates ETF 1.0 35 40 8.3 +4.4
GK AdvisorShares Gerber Kawasaki ETF 1.0 75 0 2.4 -1.5
FTXO First Trust Nasdaq Bank ETF 1.0 60 15 8.8 +4.8
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -31 12.1 +8.1
KBWB Invesco KBW Bank ETF 1.0 35 40 8.0 +4.1
KBE SPDR S&P Bank ETF 1.0 35 40 9.5 +5.6
GSIB Themes Global Systemically Important Banks ETF 1.0 35 40 9.6 +5.7
CBSE Clough Select Equity ETF 1.0 85 -10 1.0 -2.9
FUTY Fidelity MSCI Utilities Index ETF 1.0 8 67 5.4 +1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.0 27 48 7.0 +3.1
SAMT Strategas Macro Thematic Opportunities ETF 1.0 65 10 2.8 -1.1
UTES Virtus Reaves Utilities ETF 1.0 49 26 4.1 +0.2
VRAI Virtus Real Asset Income ETF 1.0 55 20 10.7 +6.8
ECLN First Trust EIP Carbon Impact ETF 1.0 96 -21 4.1 +0.1
EIPI FT Energy Income Partners Enhanced Income ETF 1.0 110 -35 6.7 +2.8
EMLP First Trust North American Energy Infrastructure Fund 1.0 95 -20 6.0 +2.0
FXU First Trust Utilities AlphaDEX Fund 1.0 64 11 5.6 +1.7
ZAP Global X U.S. Electrification ETF 1.0 50 25 4.3 +0.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.0 60 15 5.6 +1.6
RSPU Invesco S&P 500 Equal Weight Utilities ETF 1.0 40 35 5.5 +1.6
IDU iShares U.S. Utilities ETF 1.0 40 35 4.8 +0.9
IGF iShares Global Infrastructure ETF 1.0 41 34 4.8 +0.9
JXI iShares Global Utilities ETF 1.0 43 32 6.0 +2.0
GII SPDR S&P Global Infrastructure ETF 1.0 40 35 4.8 +0.9
XLU Utilities Select Sector SPDR Fund 1.0 8 67 5.3 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 17 7.5 +3.5
VOLT Tema Electrification ETF 1.0 75 0 2.7 -1.2
VPU Vanguard Utilities ETF 1.0 9 66 5.4 +1.5
RPV Invesco S&P 500 Pure Value ETF 1.0 35 40 10.8 +6.9
VEA Vanguard FTSE Developed Markets ETF 1.0 3 72 7.4 +3.4
DUSA Davis Select U.S. Equity ETF 1.0 61 14 7.4 +3.5
IGRO iShares International Dividend Growth ETF 0.9 15 60 7.3 +3.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 8 10.3 +6.3
FDLS Inspire Fidelis Multi Factor ETF 0.9 76 -1 5.3 +1.4
ICAP InfraCap Equity Income Fund ETF 0.9 171 -96 6.6 +2.7
STXM Strive Mid-Cap ETF 0.9 18 57 6.4 +2.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.9 30 45 5.4 +1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.9 60 15 8.3 +4.4
IEFA iShares Core MSCI EAFE ETF 0.9 7 68 7.2 +3.3
AVDE Avantis International Equity ETF 0.9 23 52 7.6 +3.7
ARKK ARK Innovation ETF 0.9 75 0 -2.3 -6.3
FENI Fidelity Enhanced International ETF 0.9 28 47 6.7 +2.8
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.9 46 29 7.0 +3.0
BBEU JPMorgan BetaBuilders Europe ETF 0.8 9 66 7.2 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 51 7.9 +4.0
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 36 8.4 +4.4
IVLU iShares MSCI Intl Value Factor ETF 0.8 30 45 10.8 +6.9
ACWX iShares MSCI ACWI ex U.S. ETF 0.8 34 41 7.9 +3.9
BKIE BNY Mellon International Equity ETF 0.8 4 71 7.2 +3.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 60 8.1 +4.2
DTH WisdomTree International High Dividend Fund 0.8 58 17 8.9 +5.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 71 6.2 +2.3
FFOX FundX Future Fund Opportunities ETF 0.8 100 -25 4.4 +0.5
HEDJ WisdomTree Europe Hedged Equity Fund 0.8 58 17 6.8 +2.8
QINT American Century Quality Diversified International ETF 0.8 39 36 7.5 +3.5
FLEE Franklin FTSE Europe ETF 0.8 9 66 7.4 +3.5
GDOC Goldman Sachs Future Health Care Equity ETF 0.8 75 0 2.8 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.8 15 60 6.1 +2.2
DFAI Dimensional International Core Equity Market ETF 0.8 18 57 7.3 +3.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.8 4 71 8.2 +4.3
EIPX FT Energy Income Partners Strategy ETF 0.8 95 -20 8.3 +4.4
SCHM Schwab U.S. Mid-Cap ETF 0.8 4 71 6.8 +2.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.7 40 35 7.6 +3.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.7 25 50 9.7 +5.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 68 6.2 +2.3
DWM WisdomTree International Equity Fund 0.7 48 27 7.6 +3.6
DFSI Dimensional International Sustainability Core 1 ETF 0.7 24 51 6.5 +2.6
NUSC Nuveen ESG Small-Cap ETF 0.7 31 44 5.5 +1.6
VXUS Vanguard Total International Stock ETF 0.7 5 70 8.0 +4.1
IXUS iShares Core MSCI Total International Stock ETF 0.7 7 68 8.0 +4.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 63 7.3 +3.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.7 45 30 9.0 +5.1
UMMA Wahed Dow Jones Islamic World ETF 0.7 65 10 5.1 +1.2
UIVM VictoryShares International Value Momentum ETF 0.7 35 40 9.0 +5.1
AVSD Avantis Responsible International Equity ETF 0.7 23 52 5.7 +1.8
BUZZ VanEck Social Sentiment ETF 0.7 75 0 -0.0 -3.9
INEQ Columbia International Equity Income ETF 0.7 45 30 8.4 +4.5
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 5 5.0 +1.1
VB Vanguard Small-Cap ETF 0.7 5 70 6.2 +2.3
SKYY First Trust Cloud Computing ETF 0.6 60 15 3.0 -1.0
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.6 80 -5 5.6 +1.7
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.6 25 50 7.4 +3.4
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -5 4.8 +0.9
KXI iShares Global Consumer Staples ETF 0.6 41 34 5.6 +1.7
ESGD iShares ESG Aware MSCI EAFE ETF 0.6 20 55 7.0 +3.1
FXO First Trust Financials AlphaDEX Fund 0.6 62 13 8.3 +4.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.6 20 55 7.1 +3.1
SFYX SoFi Next 500 ETF 0.6 0 75 6.0 +2.0
IQLT iShares MSCI Intl Quality Factor ETF 0.6 30 45 6.3 +2.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 58 5.9 +2.0
APIE ActivePassive International Equity ETF 0.6 45 30 7.5 +3.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 57 7.9 +3.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 39 6.9 +3.0
HFXI IQ FTSE International Equity Currency Neutral ETF 0.6 20 55 7.2 +3.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 34 7.7 +3.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.5 61 14 7.5 +3.6
SMMD iShares Russell 2500 ETF 0.5 15 60 6.4 +2.4
DFIC Dimensional International Core Equity 2 ETF 0.5 23 52 7.6 +3.7
DWMF WisdomTree International Multifactor Fund 0.5 38 37 7.0 +3.1
FFTY Innovator IBD 50 ETF 0.5 80 -5 0.5 -3.5
VYMI Vanguard International High Dividend Yield ETF 0.5 17 58 9.9 +6.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.5 25 50 7.2 +3.3
VXF Vanguard Extended Market ETF 0.5 5 70 4.8 +0.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 36 8.2 +4.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 36 -0.9 -4.8
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.4 58 17 6.9 +3.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 55 9.8 +5.8
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.4 24 51 7.6 +3.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 46 8.0 +4.1
TXS Texas Capital Texas Equity Index ETF 0.4 49 26 5.7 +1.8
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 66 8.2 +4.3
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 10 9.0 +5.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 40 6.2 +2.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 36 6.8 +2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 45 8.1 +4.2
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 38 8.6 +4.7
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 36 11.6 +7.7
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 47 9.6 +5.7
INTF iShares International Equity Factor ETF 0.3 15 60 7.9 +4.0
AIVI WisdomTree International AI Enhanced Value Fund 0.3 58 17 7.5 +3.5
WISE Themes Generative Artificial Intelligence ETF 0.3 35 40 0.4 -3.6
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.2 30 45 7.1 +3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 60 6.3 +2.4
DXIV Dimensional International Vector Equity ETF 0.2 34 41 8.0 +4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -20 0.6 -3.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.2 20 55 6.7 +2.8
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 41 6.0 +2.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 50 8.0 +4.1
RODE Hartford Multifactor Diversified International ETF 0.2 29 46 12.7 +8.8
ARTY iShares Future AI & Tech ETF 0.1 47 28 3.2 -0.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 26 7.0 +3.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 15 7.7 +3.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 36 6.6 +2.6
IQDF FlexShares International Quality Dividend Index Fund 0.0 47 28 9.3 +5.3
VSGX Vanguard ESG International Stock ETF 0.0 10 65 7.9 +4.0
DFIV Dimensional International Value ETF 0.0 27 48 10.2 +6.2

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Tema Monopolies and Oligopolies ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 22.5 %
Divided by: Fwd. P/BV 4.8 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.57
 
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.