Amplify Samsung U.S. Natural Gas Infrastructure ETF
ALTAR
Score™		 2.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 24.6x P/Sales
ratio		 3.6x
P/BV
ratio		 3.9x Div.
yield		 2.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Amplify Samsung U.S. Natural Gas Infrastructures ETF seeks to provide investment results that correspond generally to the performance of the natural gas infrastructure sector by tracking the performance of companies involved in the ownership, operation, or management of natural gas infrastructures.

FUND BASICS
Category US Equities
Fund Sponsor Amplify
Website amplifyetfs.com/usng/
Inception date May 19, 2025
Assets (mns) $8
Currency USD
Expense ratio 59 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 26
Wgt avg mkt cap (mns) $37,237
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SOLARIS OILFIELD INFRASTRUCTURE, I 9.7 %
BLOOM ENERGY CORPORATION CLASS A 8.2 %
WILLIAMS COS INC 7.9 %
KINDER MORGAN INC 7.0 %
ENBRIDGE INC 6.9 %
MPLX LP 6.7 %
TRANSCANADA CORP 4.2 %
PLAINS GP HOLDINGS LP CLASS A 3.9 %
DT MIDSTREAM, INC. 3.9 %
TARGA RESOURCES CORP 3.6 %
Total 61.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.8 %
CANADA 11.1 %
BERMUDA 3.8 %








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.
28.9% 41.6% -- -- 40.7%

Market Correlations
versus... Beta R-squared
S&P500 0.52 14%
MSCI EAFE 0.29 7%
MSCI Emg. Mkts. 0.25 9%

Technical Indicators
Recent close $35.47
30d moving avg. $36.18
Annualized volatility 0.0%
Short interest (ETF) 0.0%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 4
Turnover 1.8%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 706 potential alternatives to the Amplify Samsung U.S. Natural Gas Infrastructure ETF ETF based on the alternatives' overlap in portfolio holdings with USNG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: USNG Expense: 59 bp ALTAR Score™: 2.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH USNG
Ticker Fund
Name		 Overlap1
vs USNG
(%)		 Expense
ratio
(bp)		 Savings
vs USNG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs USNG
(%)
UMI USCF Midstream Energy Income Fund ETF 46.5 85 -26 4.0 +1.0
EINC VanEck Energy Income ETF 44.3 48 11 4.3 +1.4
TPYP Tortoise North American Pipeline Fund 44.0 40 19 4.9 +2.0
USAI Pacer American Energy Independence ETF 43.8 75 -16 3.5 +0.6
ENFR Alerian Energy Infrastructure ETF 42.9 35 24 4.3 +1.4
MLPI NEOS MLP & Engy Infras Hi Inc ETF 40.1 68 -9 4.1 +1.2
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 29.2 55 4 4.5 +1.6
AMZA InfraCap MLP ETF 25.8 164 -105 5.8 +2.9
EMLP First Trust North American Energy Infrastructure Fund 25.8 95 -36 4.7 +1.8
EIPI FT Energy Income Partners Enhanced Income ETF 24.6 110 -51 5.4 +2.5
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 24.2 46 13 5.1 +2.2
EIPX FT Energy Income Partners Strategy ETF 21.3 95 -36 5.8 +2.9
FPWR First Trust EIP Power Solutions ETF 19.1 96 -37 4.3 +1.4
PXI Invesco Dorsey Wright Energy Momentum ETF 19.0 60 -1 5.2 +2.3
LNGX Global X U.S. Natural Gas ETF 17.7 45 14 10.3 +7.3
IVRA Invesco Real Assets ESG ETF 17.7 59 0 6.2 +3.3
GII SPDR S&P Global Infrastructure ETF 15.5 40 19 4.4 +1.4
IGF iShares Global Infrastructure ETF 15.5 41 18 4.3 +1.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 15.1 40 19 8.3 +5.3
FTXN First Trust Nasdaq Oil & Gas ETF 15.1 60 -1 8.6 +5.6
IYE iShares U.S. Energy ETF 14.3 40 19 6.6 +3.7
BESF Bastion Energy ETF 14.1 80 -21 8.9 +6.0
FENY Fidelity MSCI Energy Index ETF 13.9 8 51 6.7 +3.8
GXPE Global X PureCap MSCI Energy ETF 13.6 25 34 6.5 +3.6
AMLP Alerian MLP ETF 13.4 85 -26 7.8 +4.9
MLPA Global X MLP ETF 13.4 45 14 8.2 +5.3
DIVZ TrueShares Low Volatility Equity Income ETF 13.0 65 -6 6.0 +3.1
XLE Energy Select Sector SPDR 13.0 8 51 6.8 +3.9
FXN First Trust Energy AlphaDEX Fund 12.2 62 -3 10.1 +7.2
VDE Vanguard Energy ETF 12.1 9 50 6.7 +3.8
NDIV Amplify Natural Resources Dividend Income ETF 11.9 59 0 11.3 +8.4
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 11.6 35 24 1.2 -1.8
IGE iShares North American Natural Resources ETF 11.4 41 18 5.7 +2.8
IXC iShares Global Energy ETF 11.2 44 15 7.2 +4.3
VOLT Tema Electrification ETF 10.8 75 -16 2.4 -0.5
CBSE Clough Select Equity ETF 10.0 85 -26 0.3 -2.6
HYDR Global X Hydrogen ETF 9.6 50 9 -4.9 -7.8
IBAT iShares Energy Storage & Materials ETF 9.6 47 12 1.5 -1.4
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 9.2 45 14 4.3 +1.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 9.0 65 -6 3.8 +0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.8 60 -1 4.4 +1.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 8.8 60 -1 5.1 +2.2
IFRA iShares U.S. Infrastructure ETF 8.6 30 29 5.5 +2.6
NVIR Horizon Kinetics Energy and Remediation ETF 8.5 85 -26 5.1 +2.2
BGIG Bahl & Gaynor Income Growth ETF 8.2 45 14 4.5 +1.6
VCLN Virtus Duff & Phelps Clean Energy ETF 8.2 59 0 2.2 -0.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 8.2 58 1 -1.7 -4.6
SMOG VanEck Low Carbon Energy ETF 8.2 61 -2 1.2 -1.7
CTEC Global X CleanTech ETF 8.2 50 9 -0.1 -3.0
ICLN iShares Global Clean Energy ETF 8.2 41 18 1.7 -1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.9 60 -1 4.7 +1.7
ZAP Global X U.S. Electrification ETF 7.9 50 9 3.4 +0.5
ABLD Abacus FCF Real Assets Leaders ETF 7.8 69 -10 6.7 +3.8
GPT Intelligent Alpha Atlas ETF 7.5 69 -10 6.2 +3.2
IEZ iShares U.S. Oil Equipment & Services ETF 7.4 40 19 2.5 -0.4
PID Invesco International Dividend Achievers ETF 7.1 53 6 4.1 +1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.1 47 12 5.0 +2.1
IQRA IQ CBRE Real Assets ETF 6.7 65 -6 5.9 +3.0
OCEN IQ Clean Oceans ETF 6.4 45 14 4.6 +1.6
NETZ TCW Transform Systems ETF 6.3 75 -16 1.3 -1.6
MID American Century Mid Cap Growth Impact ETF 6.3 45 14 3.0 +0.0
VRAI Virtus Real Asset Income ETF 6.3 55 4 8.3 +5.3
ICAP InfraCap Equity Income Fund ETF 6.2 171 -112 4.5 +1.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.1 65 -6 5.2 +2.3
SPIT F/m Emerald Special Situations ETF 6.1 105 -46 -0.7 -3.6
CNRG State Street SPDR S&P Kensho Clean Power ETF 6.0 45 14 -0.1 -3.0
YLDE ClearBridge Dividend Strategy ESG ETF 6.0 60 -1 5.3 +2.4
TXS Texas Capital Texas Equity Index ETF 5.9 49 10 5.0 +2.1
DIV Global X SuperDividend US ETF 5.7 45 14 9.8 +6.9
AIPO Defiance AI & Power Infrastructure ETF 5.7 69 -10 0.7 -2.2
IMCV iShares Morningstar Mid-Cap Value ETF 5.6 6 53 7.0 +4.1
MAGA Point Bridge America First ETF 5.6 72 -13 5.3 +2.3
ACEP ARS Core Equity ETF 5.5 45 14 4.0 +1.1
FFTY Innovator IBD 50 ETF 5.4 80 -21 -0.1 -3.0
HAP VanEck Natural Resources ETF 5.2 50 9 6.8 +3.9
BGDV Bahl & Gaynor Dividend ETF 5.1 45 14 3.9 +1.0
TPHD Timothy Plan High Dividend Stock ETF 5.0 52 7 6.1 +3.2
AVIE Avantis  Inflation Focused Equity ETF 5.0 25 34 6.1 +3.1
FRNW Fidelity Clean Energy ETF 4.9 39 20 1.7 -1.2
TBG TBG Dividend Focus ETF 4.8 59 0 6.2 +3.3
GDIV Harbor Dividend Growth Leaders ETF 4.8 50 9 4.0 +1.0
FLDZ RiverNorth Patriot ETF 4.7 75 -16 5.7 +2.7
RSPU Invesco S&P 500 Equal Weight Utilities ETF 4.6 40 19 5.2 +2.3
UTES Virtus Reaves Utilities ETF 4.6 49 10 3.9 +0.9
XLU Utilities Select Sector SPDR 4.6 8 51 5.0 +2.0
IWO iShares Russell 2000 Growth ETF 4.6 24 35 0.5 -2.4
VPU Vanguard Utilities ETF 4.5 9 50 5.0 +2.1
GRNY Fundstrat Granny Shots US Large Cap ETF 4.5 75 -16 2.1 -0.8
FUTY Fidelity MSCI Utilities Index ETF 4.5 8 51 5.0 +2.1
IDU iShares U.S. Utilities ETF 4.4 40 19 4.5 +1.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.4 38 21 6.9 +4.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.4 35 24 7.0 +4.1
AVMV Avantis U.S. Mid Cap Value ETF 4.3 20 39 7.3 +4.3
PWV Invesco Large Cap Value ETF 4.2 55 4 6.2 +3.2
TEXN iShares Texas Equity ETF 4.2 20 39 4.9 +2.0
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 36 2.9 -0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 4.1 30 29 2.6 -0.3
EWC iShares MSCI Canada ETF 4.0 50 9 5.1 +2.2
BBCA JPMorgan BetaBuilders Canada ETF 4.0 19 40 5.4 +2.5
CLNR IQ Cleaner Transport ETF 4.0 45 14 3.9 +1.0
BATT Amplify Lithium & Battery Technology ETF 4.0 59 0 1.9 -1.1
IQM Franklin Intelligent Machines ETF 4.0 50 9 1.0 -1.9
DARP Grizzle Growth ETF 3.9 75 -16 1.6 -1.3
TCAI Tortoise AI Infrastructure ETF 3.9 65 -6 1.1 -1.8
POWR iShares U.S. Power Infrastructure ETF 3.9 40 19 3.9 +1.0
FLCA Franklin FTSE Canada ETF 3.9 9 50 5.5 +2.6
RJDI RJ Eagle Dividend Select Income ETF 3.8 55 4 4.5 +1.6
VTWG Vanguard Russell 2000 Growth ETF 3.8 10 49 0.6 -2.3
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 55 5.2 +2.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.7 38 21 9.0 +6.1
DIVY Sound Equity Dividend Income ETF 3.7 45 14 8.1 +5.2
FESM Fidelity Enhanced Small Cap ETF 3.7 28 31 2.2 -0.7
OIH VanEck Oil Services ETF 3.6 35 24 2.4 -0.5
DVGR DAC 3D Dividend Growth ETF 3.5 65 -6 4.7 +1.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.5 60 -1 4.5 +1.6
HDV iShares Core High Dividend ETF 3.5 8 51 30.1 +27.2
AVLV Avantis U.S. Large Cap Value ETF 3.5 15 44 5.7 +2.8
VO Vanguard Mid-Cap ETF 3.5 4 55 21.1 +18.1
FMDE Fidelity Enhanced Mid Cap ETF 3.5 23 36 5.4 +2.5
AVMC Avantis U.S. Mid Cap Equity ETF 3.5 18 41 6.0 +3.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.4 39 20 9.6 +6.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.4 95 -36 -0.5 -3.5
PSCE Invesco S&P SmallCap Energy ETF 3.4 29 30 6.7 +3.8
VOE Vanguard Mid-Cap Value ETF 3.4 7 52 6.8 +3.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 7 4.9 +2.0
JXI iShares Global Utilities ETF 3.3 43 16 5.2 +2.3
VOT Vanguard Mid-Cap Growth ETF 3.3 7 52 3.1 +0.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 3.3 60 -1 1.1 -1.8
FTA First Trust Large Cap Value AlphaDEX Fund 3.1 59 0 7.7 +4.7
RPG Invesco S&P 500 Pure Growth ETF 3.1 35 24 2.5 -0.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.0 54 5 5.9 +3.0
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.9 75 -16 1.8 -1.1
FMKT The Free Markets ETF 2.9 76 -17 4.2 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.9 24 35 7.1 +4.2
QUVU Hartford Quality Value ETF 2.9 46 13 5.6 +2.7
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 59 7.4 +4.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.8 55 4 3.2 +0.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 0 4.9 +2.0
ARB AltShares Merger Arbitrage ETF 2.8 77 -18 2.6 -0.3
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.8 60 -1 4.0 +1.1
BIBL Inspire 100 ETF 2.8 35 24 4.1 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.7 18 41 5.1 +2.2
FXU First Trust Utilities AlphaDEX Fund 2.7 64 -5 5.4 +2.5
AFOS ARS Focused Opportunities Strategy ETF 2.7 45 14 1.9 -1.0
TNUK Tortoise Nuclear Renaissance ETF 2.7 75 -16 0.8 -2.1
WCEO Hypatia Women CEO ETF 2.7 85 -26 4.7 +1.8
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -11 0.8 -2.1
RSSL Global X Russell 2000 ETF 2.7 8 51 2.7 -0.3
SSPY Syntax Stratified LargeCap ETF 2.7 30 29 6.1 +3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 29 3.6 +0.7
FIDI Fidelity International High Dividend ETF 2.7 18 41 7.2 +4.3
NUKZ Range Nuclear Renaissance Index ETF 2.6 85 -26 1.3 -1.6
IWR iShares Russell Midcap ETF 2.6 19 40 5.4 +2.4
CVY Invesco Zacks Multi-Asset Income ETF 2.6 106 -47 10.1 +7.2
EQL Alps Equal Sector Weight ETF 2.6 25 34 5.1 +2.2
GURU Global X Guru Index ETF 2.6 75 -16 2.4 -0.5
XOEF iShares S&P 500 ex S&P 100 ETF 2.6 20 39 4.7 +1.7
FTWO Strive FAANG 2.0 ETF 2.6 49 10 4.0 +1.1
IWM iShares Russell 2000 ETF 2.6 19 40 2.6 -0.3
JPEF JPMorgan Equity Focus ETF 2.6 50 9 3.8 +0.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 39 6.1 +3.2
PXJ Invesco Oil & Gas Services ETF 2.6 63 -4 2.7 -0.2
AUSF Global X Adaptive U.S. Factor ETF 2.6 27 32 8.2 +5.3
SDOG ALPS Sector Dividend Dogs ETF 2.6 36 23 8.3 +5.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 58 1 5.0 +2.1
BDIV AAM Brentview Dividend Growth ETF 2.6 49 10 3.7 +0.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.5 12 47 5.7 +2.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 -6 4.5 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.5 30 29 8.9 +6.0
SPDV AAM S&P 500 High Dividend Value ETF 2.5 29 30 10.8 +7.9
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -26 -0.8 -3.7
PTL Inspire 500 ETF 2.5 9 50 4.4 +1.5
MBOX Freedom Day Dividend ETF 2.5 39 20 6.7 +3.8
DEW WisdomTree Global High Dividend Fund 2.4 58 1 7.3 +4.3
DES WisdomTree U.S. SmallCap Dividend Fund 2.4 38 21 8.1 +5.1
SUSA iShares MSCI USA ESG Select ETF 2.4 25 34 4.0 +1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.4 56 3 6.8 +3.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.4 35 24 5.3 +2.4
MADE iShares U.S. Manufacturing ETF 2.4 40 19 3.4 +0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 19 5.3 +2.4
VTWO Vanguard Russell 2000 ETF 2.3 7 52 2.7 -0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 41 6.9 +4.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.3 70 -11 4.1 +1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 50 5.2 +2.3
MGMT Ballast Small/Mid Cap ETF 2.3 110 -51 7.4 +4.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -16 1.9 -1.1
BFOR ALPS Barron's 400 ETF 2.3 65 -6 5.0 +2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 2.3 60 -1 3.4 +0.5
FTDS First Trust Dividend Strength ETF 2.3 70 -11 7.2 +4.3
QLV FlexShares US Quality Low Volatility Index Fund 2.3 22 37 5.1 +2.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.2 35 24 4.4 +1.5
AFK VanEck Africa Index ETF 2.2 98 -39 11.1 +8.2
FDL First Trust Morningstar Dividend Leaders Index Fund 2.2 45 14 9.0 +6.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.2 59 0 4.3 +1.4
IWS iShares Russell Mid-Cap Value ETF 2.2 23 36 6.0 +3.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.2 49 10 6.3 +3.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 10 4.5 +1.6
CAML Congress Large Cap Growth ETF 2.2 66 -7 2.4 -0.5
ABEQ Absolute Select Value ETF 2.2 85 -26 4.5 +1.6
VBK Vanguard Small-Cap Growth ETF 2.1 7 52 1.2 -1.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.1 35 24 9.0 +6.0
TOLL Tema Durable Quality ETF 2.1 75 -16 3.8 +0.9
DUHP Dimensional US High Profitability ETF 2.1 21 38 5.2 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 53 3.3 +0.4
AFSM First Trust Active Factor Small Cap ETF 2.1 75 -16 5.7 +2.8
DFLV Dimensional US Large Cap Value ETF 2.1 22 37 6.0 +3.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.1 7 52 10.1 +7.1
PRXV Praxis Impact Large Cap Value ETF 2.1 36 23 5.6 +2.6
MTUM iShares MSCI USA Momentum Factor ETF 2.1 15 44 2.3 -0.7
AZTD Aztlan Global Stock Selection DM SMID ETF 2.1 75 -16 4.1 +1.2
CGDG Capital Group Dividend Growers ETF 2.0 47 12 5.2 +2.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.0 49 10 4.9 +2.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.0 85 -26 2.8 -0.1
LOGO Alpha Brands Consumption Leaders ETF 2.0 69 -10 2.6 -0.4
JHMM John Hancock Multifactor Mid Cap ETF 2.0 42 17 5.4 +2.5
DRIV Global X Autonomous & Electric Vehicles ETF 2.0 68 -9 2.9 -0.1
FFOG Franklin Focused Growth ETF 2.0 61 -2 1.5 -1.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.0 18 41 5.6 +2.6
VXF Vanguard Extended Market ETF 1.9 5 54 3.7 +0.8
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 50 5.5 +2.5
SIZE iShares MSCI USA Size Factor ETF 1.9 15 44 5.5 +2.5
SPMO Invesco S&P 500 Momentum ETF 1.9 13 46 2.9 -0.0
FPX First Trust US Equity Opportunities ETF 1.9 61 -2 0.8 -2.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 20 1.1 -1.8
DFUV Dimensional US Marketwide Value ETF 1.9 22 37 6.0 +3.1
USCF Themes US Cash Flow Champions ETF 1.9 29 30 7.7 +4.8
DIVG Invesco S&P 500 High Dividend Growers ETF 1.8 39 20 7.4 +4.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -1 9.4 +6.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 20 6.3 +3.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 29 7.6 +4.7
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 39 5.9 +2.9
AVUS Avantis U.S. Equity ETF 1.8 15 44 4.7 +1.8
JHID John Hancock International High Dividend ETF 1.8 46 13 7.9 +5.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 0 1.7 -1.2
FELV Fidelity Enhanced Large Cap Value ETF 1.8 18 41 5.5 +2.6
STXV Strive 1000 Value ETF 1.8 18 41 6.8 +3.9
VYM Vanguard High Dividend Yield Index ETF 1.8 6 53 6.1 +3.1
DVY iShares Select Dividend ETF 1.8 38 21 8.1 +5.2
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 55 5.8 +2.8
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 55 5.6 +2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 30 6.7 +3.8
LGCF Themes US Cash Flow Champions ETF 1.7 30 29 7.3 +4.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -8 8.7 +5.7
TRFM AAM Transformers ETF 1.7 49 10 0.9 -2.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 19 6.9 +4.0
FFF Founders 100 ETF 1.7 75 -16 2.4 -0.5
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 -1 8.7 +5.8
BLES Inspire Global Hope ETF 1.7 61 -2 5.7 +2.8
IDMO Invesco S&P International Developed Momentum ETF 1.6 25 34 5.3 +2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 39 4.0 +1.1
KNO AXS Knowledge Leaders ETF 1.6 78 -19 4.0 +1.0
JAVA JPMorgan Active Value ETF 1.6 44 15 5.5 +2.6
FVD First Trust Value Line Dividend Index Fund 1.6 65 -6 5.8 +2.9
DFVX Dimensional US Large Cap Vector ETF 1.6 22 37 5.3 +2.3
BRIF FIS Bright Portfolios Focused Equity ETF 1.6 65 -6 3.3 +0.4
PBD Invesco Global Clean Energy ETF 1.6 75 -16 0.2 -2.7
CSMD Congress SMid Growth ETF 1.5 69 -10 3.5 +0.5
PBW Invesco WilderHill Clean Energy ETF 1.5 66 -7 -2.7 -5.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 44 3.7 +0.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.5 50 9 6.3 +3.3
RGEF Rockefeller Global Equity ETF 1.5 55 4 3.8 +0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -5 1.2 -1.7
JHDV John Hancock U.S. High Dividend ETF 1.5 34 25 5.8 +2.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 41 3.7 +0.7
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.5 32 27 5.4 +2.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -11 4.8 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 1.5 13 46 1.7 -1.3
GOP Unusual Whales Subversive Republican Trading ETF 1.5 50 9 4.2 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 49 3.7 +0.7
VTV Vanguard Value ETF 1.5 4 55 5.8 +2.9
OSCV Opus Small Cap Value ETF 1.5 79 -20 6.0 +3.0
DIVN Horizon Dividend Income ETF 1.5 70 -11 6.6 +3.7
LIVR Intelligent Livermore ETF 1.4 69 -10 3.0 +0.0
JPSV JPMorgan Active Small Cap Value ETF 1.4 74 -15 7.5 +4.5
SWP SWP Growth & Income ETF 1.4 99 -40 4.2 +1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.4 60 -1 4.4 +1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.4 35 24 6.1 +3.2
CHGX AXS Change Finance ESG ETF 1.4 49 10 4.2 +1.3
XMMO Invesco S&P MidCap Momentum ETF 1.4 34 25 3.3 +0.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.4 4 55 5.7 +2.7
BUYZ Franklin Disruptive Commerce ETF 1.4 50 9 2.5 -0.5
AVUV Avantis U.S. Small Cap Value ETF 1.4 25 34 7.9 +5.0
DURA VanEck Durable High Dividend ETF 1.4 29 30 6.4 +3.5
GK AdvisorShares Gerber Kawasaki ETF 1.4 75 -16 1.4 -1.6
VOOV Vanguard S&P 500 Value ETF 1.4 7 52 5.6 +2.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.4 20 39 5.8 +2.9
RUNN Running Oak Efficient Growth ETF 1.4 58 1 4.9 +2.0
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.4 40 19 5.7 +2.8
INCE Franklin Income Equity Focus ETF 1.4 29 30 5.3 +2.4
FMAT Fidelity MSCI Materials Index ETF 1.4 8 51 5.1 +2.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 24 11.2 +8.3
TMDV ProShares Russell US Dividend Growers ETF 1.4 35 24 6.4 +3.4
MVAL VanEck Morningstar Wide Moat Value ETF 1.4 49 10 6.5 +3.5
BLCR iShares Large Cap Core Active ETF 1.4 36 23 2.8 -0.1
IYM iShares U.S. Basic Materials ETF 1.4 40 19 4.5 +1.6
MXI iShares Global Materials ETF 1.4 41 18 6.0 +3.1
XLB Materials Select Sector SPDR 1.4 8 51 5.6 +2.6
DIVL Madison Dividend Value ETF 1.4 65 -6 4.9 +1.9
VAW Vanguard Materials ETF 1.4 9 50 5.1 +2.2
IVE iShares S&P 500 Value ETF 1.4 18 41 5.5 +2.6
AVUQ Avantis U.S. Quality ETF 1.4 15 44 3.6 +0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.4 27 32 6.6 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.4 80 -21 3.6 +0.7
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 44 4.1 +1.2
JHML John Hancock Multifactor Large Cap ETF 1.4 29 30 4.5 +1.5
BUZZ VanEck Social Sentiment ETF 1.4 75 -16 -0.7 -3.6
TMAT Main Thematic Innovation ETF 1.4 164 -105 -1.9 -4.9
VB Vanguard Small-Cap ETF 1.3 5 54 5.2 +2.3
DGLO First Trust RBA Deglobalization ETF 1.3 70 -11 5.3 +2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 31 5.4 +2.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.3 39 20 3.5 +0.6
ARTY iShares Future AI & Tech ETF 1.3 47 12 2.3 -0.7
IUSV iShares Core S&P US Value ETF 1.3 4 55 5.8 +2.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.3 20 39 0.8 -2.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 47 3.3 +0.4
DTD WisdomTree U.S. Total Dividend Fund 1.3 28 31 5.7 +2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.3 29 30 6.4 +3.4
FDG American Century Focused Dynamic Growth ETF 1.3 45 14 1.7 -1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 -12 -0.6 -3.6
ECML Euclidean Fundamental Value ETF 1.3 95 -36 8.9 +6.0
FDMO Fidelity Momentum Factor ETF 1.3 15 44 2.4 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.3 35 24 4.3 +1.3
RVRB Reverb ETF 1.3 30 29 3.8 +0.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -21 6.9 +4.0
DXUV Dimensional US Vector Equity ETF 1.3 28 31 5.2 +2.3
SMMD iShares Russell 2500 ETF 1.3 15 44 5.5 +2.5
NANR SPDR S&P North American Natural Resources ETF 1.3 35 24 6.4 +3.5
VFLO VictoryShares Free Cash Flow ETF 1.3 39 20 7.2 +4.2
FCG First Trust Natural Gas ETF 1.3 60 -1 13.9 +10.9
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 1.3 60 -1 7.7 +4.8
IEO iShares U.S. Oil & Gas Exploration & Production ETF 1.3 40 19 9.8 +6.9
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 1.3 35 24 9.9 +7.0
QVAL Alpha Architect US Quantitative Value ETF 1.3 39 20 9.4 +6.5
DRLL Strive U.S. Energy ETF 1.3 41 18 7.7 +4.8
ILCV iShares Morningstar Value ETF 1.3 4 55 5.3 +2.4
FDLS Inspire Fidelis Multi Factor ETF 1.3 76 -17 3.3 +0.3
COWZ Pacer US Cash Cows 100 ETF 1.3 49 10 7.7 +4.8
SRHQ SRH U.S. Quality ETF 1.2 35 24 6.3 +3.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.2 15 44 6.4 +3.4
SPHB Invesco S&P 500 High Beta ETF 1.2 25 34 3.5 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 39 4.7 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.2 17 42 4.7 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 1.2 12 47 5.4 +2.5
EBI Longview Advantage ETF 1.2 35 24 5.9 +3.0
VSDA VictoryShares Dividend Accelerator ETF 1.2 35 24 6.6 +3.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -11 2.0 -0.9
PSC Principal U.S. Small-Cap ETF 1.2 38 21 3.6 +0.7
SDIV Global X Superdividend ETF 1.2 58 1 13.9 +10.9
USMF WisdomTree U.S. Multifactor Fund 1.2 28 31 6.5 +3.6
SPXT ProShares S&P 500 Ex-Technology ETF 1.2 9 50 4.9 +2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.2 35 24 3.0 +0.1
DIVB iShares Core Dividend ETF 1.2 5 54 6.9 +4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 34 4.9 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 34 5.1 +2.2
USEW Cambria US EW ETF 1.2 30 29 4.1 +1.2
VONV Vanguard Russell 1000 Value ETF 1.1 7 52 5.4 +2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 44 6.7 +3.8
FIDU Fidelity MSCI Industrial Index ETF 1.1 8 51 3.6 +0.7
IWD iShares Russell 1000 Value ETF 1.1 19 40 5.3 +2.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.1 5 54 7.2 +4.3
DBSC Deepwater Beachfront Small Cap ETF 1.1 85 -26 1.1 -1.8
DHS WisdomTree U.S. High Dividend Fund 1.1 38 21 8.2 +5.3
FDLO Fidelity Low Volatility Factor ETF 1.1 15 44 4.9 +1.9
YOKE Yoke Core ETF 1.1 42 17 3.6 +0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 49 4.1 +1.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 44 4.1 +1.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 10 8.0 +5.0
DFAU Dimensional US Core Equity Market ETF 1.1 12 47 4.3 +1.3
DCOR Dimensional US Core Equity 1 ETF 1.1 14 45 4.6 +1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.1 50 9 8.0 +5.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 42 4.0 +1.1
XSMO Invesco S&P SmallCap Momentum ETF 1.1 39 20 3.6 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 1.1 34 25 5.6 +2.7
VUSG Vanguard Wellington U.S. Growth Active ETF 1.1 35 24 2.5 -0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.1 19 40 4.8 +1.8
GVLU Gotham 1000 Value ETF 1.1 50 9 8.3 +5.4
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -3 1.4 -1.5
CGUS Capital Group Core Equity ETF 1.1 33 26 3.6 +0.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.0 30 29 13.7 +10.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.0 13 46 5.7 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 41 3.0 +0.0
SDY State Street SPDR S&P Dividend ETF 1.0 35 24 6.2 +3.2
VIS Vanguard Industrials ETF 1.0 9 50 3.6 +0.7
LST Leuthold Select Industries ETF 1.0 91 -32 4.7 +1.8
SFY SoFi Select 500 ETF 1.0 0 59 3.7 +0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.0 35 24 6.6 +3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 44 5.1 +2.2
ROE Astoria US Quality Kings ETF 1.0 49 10 5.2 +2.3
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 34 6.1 +3.2
STXK Strive Small-Cap ETF 1.0 18 41 5.2 +2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.0 20 39 4.2 +1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.0 2 57 4.1 +1.2
VOTE TCW Transform 500 ETF 1.0 5 54 4.1 +1.1
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 20 8.0 +5.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.0 0 59 4.1 +1.2
SYLD Cambria Shareholder Yield ETF 1.0 59 0 10.3 +7.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 7 5.1 +2.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.0 40 19 3.6 +0.7
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 10 4.9 +1.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 34 6.1 +3.2
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 49 4.3 +1.4
RSHO Tema American Reshoring ETF 0.9 75 -16 3.4 +0.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.9 35 24 4.9 +1.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.9 12 47 6.1 +3.2
KLMN Invesco MSCI North America Climate ETF 0.9 9 50 4.3 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 0.9 15 44 5.3 +2.4
TIME Clockwise Core Equity & Innovation ETF 0.9 95 -36 2.1 -0.9
IUS Invesco RAFI Strategic US ETF 0.9 19 40 5.5 +2.6
GXLC Global X U.S. 500 ETF 0.9 2 57 4.1 +1.1
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -16 4.5 +1.5
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 34 4.6 +1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 48 4.1 +1.2
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 20 7.9 +4.9
FDRR Fidelity Dividend ETF for Rising Rates 0.9 15 44 5.7 +2.8
DSPY Tema S&P 500 Historical Weight ETF 0.9 18 41 4.4 +1.4
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 7 6.6 +3.7
DFUS Dimensional U.S. Equity ETF 0.9 9 50 4.1 +1.1
MFMO Motley Fool Momentum Factor ETF 0.9 50 9 1.9 -1.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 53 2.7 -0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 44 4.9 +2.0
SCHX Schwab U.S. Large-Cap ETF 0.9 3 56 4.2 +1.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.9 9 50 4.0 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.9 9 50 4.3 +1.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 20 2.3 -0.7
SCHK Schwab 1000 Index ETF 0.9 5 54 4.2 +1.3
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 31 2.8 -0.1
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 41 4.3 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 50 4.4 +1.4
TOV JLens 500 Jewish Advocacy U.S. ETF 0.9 18 41 3.9 +1.0
ILCB iShares Morningstar U.S. Equity ETF 0.9 3 56 4.1 +1.1
VTI Vanguard Total Stock Market ETF 0.9 3 56 4.1 +1.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 4 8.8 +5.9
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -21 6.1 +3.1
SCHB Schwab U.S. Broad Market ETF 0.9 3 56 4.2 +1.3
STRV Strive 500 ETF 0.8 5 54 4.1 +1.1
VTHR Vanguard Russell 3000 ETF 0.8 7 52 4.1 +1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 21 5.2 +2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -16 6.1 +3.2
TOPC iShares S&P 500 3% Capped ETF 0.8 15 44 4.3 +1.4
IWV iShares Russell 3000 ETF 0.8 20 39 4.0 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 56 4.1 +1.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.8 9 50 3.9 +1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 48 4.3 +1.4
CGDV Capital Group Dividend Value ETF 0.8 33 26 3.8 +0.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.8 12 47 6.2 +3.2
PBUS Invesco MSCI USA ETF 0.8 4 55 4.2 +1.2
TOK iShares MSCI Kokusai ETF 0.8 26 33 4.3 +1.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.8 3 56 6.4 +3.4
PXE Invesco Energy Exploration & Production ETF 0.8 60 -1 11.8 +8.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.8 60 -1 6.2 +3.2
BLCV iShares Large Cap Value Active ETF 0.8 53 6 6.3 +3.4
RVER Trenchless Fund ETF 0.8 65 -6 0.6 -2.4
BEEX BeeHive ETF 0.8 84 -25 3.7 +0.8
MFVL Motley Fool Value Factor ETF 0.8 50 9 5.8 +2.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 10 3.6 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 50 3.7 +0.8
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 17 3.5 +0.6
IJR iShares Core S&P Small Cap ETF 0.8 6 53 6.3 +3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.8 10 49 4.2 +1.2
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -16 5.3 +2.4
VV Vanguard Large-Cap ETF 0.8 4 55 4.1 +1.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -2 5.3 +2.4
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 30 3.8 +0.9
RAUS RACWI US ETF 0.8 15 44 4.1 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.8 7 52 4.1 +1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 14 1.8 -1.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.8 7 52 6.2 +3.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -1 4.5 +1.6
FLV American Century Focused Large Cap Value ETF 0.8 42 17 6.0 +3.1
NUDV Nuveen ESG Dividend ETF 0.8 26 33 6.1 +3.2
NULC Nuveen ESG Large-Cap ETF 0.8 21 38 3.9 +1.0
NULV Nuveen ESG Large-Cap Value ETF 0.8 26 33 5.1 +2.2
SCHD Schwab US Dividend Equity ETF 0.8 6 53 8.1 +5.1
WDIV SPDR S&P Global Dividend ETF 0.8 40 19 9.1 +6.1
WBIY WBI Power Factor High Dividend ETF 0.8 100 -41 12.2 +9.3
MDLV Morgan Dempsey Large Cap Value ETF 0.8 58 1 5.8 +2.9
GINX SGI Enhanced Global Income ETF 0.8 98 -39 6.7 +3.8
FEGE First Eagle Global Equity ETF 0.8 79 -20 6.1 +3.1
URTH iShares MSCI World ETF 0.8 24 35 4.3 +1.4
DEUS Xtrackers Russell US Multifactor ETF 0.8 17 42 6.4 +3.5
VONE Vanguard Russell 1000 ETF 0.8 7 52 4.2 +1.3
CRTC Xtrackers US National Critical Technologies ETF 0.8 35 24 4.2 +1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.8 25 34 4.9 +1.9
FXZ First Trust Materials AlphaDEX Fund 0.8 61 -2 6.7 +3.8
IYY iShares Dow Jones U.S. ETF 0.8 20 39 4.0 +1.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 47 5.9 +3.0
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 10 6.4 +3.4
IWB iShares Russell 1000 ETF 0.7 15 44 4.1 +1.2
VBR Vanguard Small Cap Value ETF 0.7 7 52 7.9 +4.9
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 0 3.4 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 30 5.5 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 0.7 29 30 4.0 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 49 4.2 +1.2
RWL Invesco S&P 500 Revenue ETF 0.7 39 20 5.7 +2.8
CHRI Global X S&P 500 Christian Values ETF 0.7 29 30 3.9 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 50 4.2 +1.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 57 4.2 +1.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 47 3.6 +0.7
IMTM iShares MSCI Intl Momentum Factor ETF 0.7 30 29 4.6 +1.7
SPY SPDR S&P 500 ETF 0.7 9 50 4.1 +1.2
VOO Vanguard S&P 500 ETF 0.7 3 56 4.2 +1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 44 6.1 +3.1
MDY SPDR S&P Midcap 400 ETF Trust 0.7 23 36 5.9 +2.9
BGRO iShares Large Cap Growth Active ETF 0.7 55 4 1.9 -1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.7 4 55 5.2 +2.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.7 3 56 4.3 +1.4
IVV iShares Core S&P 500 ETF 0.7 3 56 4.2 +1.3
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 21 8.2 +5.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.7 15 44 5.1 +2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 42 4.9 +2.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 56 6.1 +3.1
ACWI iShares MSCI ACWI ETF 0.7 32 27 4.6 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 52 6.0 +3.1
VYMI Vanguard International High Dividend Yield ETF 0.7 17 42 8.1 +5.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -1 6.2 +3.3
STXI Strive International Developed Markets ETF 0.7 29 30 6.2 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 22 5.4 +2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.7 14 45 4.1 +1.2
IJH iShares Core S&P Mid-Cap ETF 0.7 5 54 6.0 +3.1
VUSV Vanguard Wellington U.S. Value Active ETF 0.7 30 29 5.7 +2.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 39 5.8 +2.8
YNOT Horizon Digital Frontier ETF 0.7 75 -16 2.5 -0.5
PSCI Invesco S&P SmallCap Industrials ETF 0.7 29 30 4.6 +1.6
MGV Vanguard Mega Cap Value ETF 0.7 7 52 5.4 +2.4
XT iShares Exponential Technologies ETF 0.7 46 13 3.8 +0.9
KLMT Invesco MSCI Global Climate 500 ETF 0.6 10 49 4.9 +2.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 39 4.0 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.6 75 -16 4.8 +1.9
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 17 6.0 +3.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.6 46 13 7.8 +4.9
ENHU iShares Enhanced Large Cap Core Active ETF 0.6 22 37 4.1 +1.2
VT Vanguard Total World Stock ETF 0.6 6 53 5.0 +2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 34 4.1 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 55 5.6 +2.7
EQIN Columbia US Equity Income ETF 0.6 35 24 6.2 +3.2
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -6 6.9 +4.0
DSI iShares MSCI KLD 400 Social ETF 0.6 25 34 4.1 +1.1
IWX iShares Russell Top 200 Value ETF 0.6 20 39 5.0 +2.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 4 10.8 +7.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -16 3.1 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.6 7 52 4.4 +1.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.6 20 39 5.7 +2.7
STXM Strive Mid-Cap ETF 0.6 18 41 5.8 +2.9
ISCB iShares Morningstar Small-Cap ETF 0.6 4 55 5.4 +2.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.6 20 39 6.0 +3.0
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -26 3.6 +0.7
HDUS Hartford Disciplined US Equity ETF 0.6 19 40 4.7 +1.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -20 4.1 +1.1
QWLD SPDR MSCI World StrategicFactors ETF 0.6 30 29 5.2 +2.3
IDLV Invesco S&P International Developed Low Volatility ETF 0.6 25 34 6.4 +3.5
DGRO iShares Core Dividend Growth ETF 0.6 8 51 5.5 +2.6
EPS WisdomTree U.S. LargeCap Fund 0.6 8 51 4.7 +1.8
JGRO JPMorgan Active Growth ETF 0.6 44 15 2.4 -0.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.6 15 44 6.2 +3.2
DFAS Dimensional U.S. Small Cap ETF 0.6 26 33 5.6 +2.6
FFLC Fidelity Fundamental Large Cap Core ETF 0.6 38 21 3.8 +0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 47 3.4 +0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -1 6.6 +3.7
XVV iShares ESG Screened S&P 500 ETF 0.6 8 51 4.1 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 35 5.9 +3.0
STXG Strive 1000 Growth ETF 0.5 18 41 3.2 +0.3
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 30 6.8 +3.9
APUE ActivePassive U.S. Equity ETF 0.5 45 14 3.9 +1.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -16 2.9 -0.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 34 6.1 +3.1
RPV Invesco S&P 500 Pure Value ETF 0.5 35 24 8.8 +5.8
STOX Horizon Core Equity ETF 0.5 70 -11 3.6 +0.6
SFTY Horizon Managed Risk ETF 0.5 77 -18 3.5 +0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.5 20 39 4.2 +1.3
USXF iShares ESG Advanced MSCI USA ETF 0.5 10 49 3.7 +0.8
KRMA Global X Conscious Companies ETF 0.5 43 16 5.1 +2.2
FQAL Fidelity Quality Factor ETF 0.5 15 44 4.8 +1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 39 5.5 +2.6
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 31 8.6 +5.7
ULVM VictoryShares US Value Momentum ETF 0.5 20 39 6.1 +3.2
JVAL JPMorgan U.S. Value Factor ETF 0.5 12 47 6.7 +3.7
SFGV Sequoia Global Value ETF 0.5 23 36 7.1 +4.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 52 5.3 +2.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 14 6.7 +3.8
ILCG iShares Morningstar Growth ETF 0.5 4 55 3.0 +0.1
BKIE BNY Mellon International Equity ETF 0.5 4 55 6.0 +3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 44 3.9 +0.9
WLDR Affinity World Leaders Equity ETF 0.5 67 -8 5.7 +2.8
SMRI Bushido Capital US Equity ETF 0.5 71 -12 7.3 +4.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 41 3.3 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -1 6.0 +3.0
VFVA Vanguard U.S. Value Factor ETF 0.4 13 46 9.4 +6.5
HGRO Hedgeye Quality Growth ETF 0.4 70 -11 3.3 +0.4
PFM Invesco Dividend Achievers ETF 0.4 53 6 4.7 +1.7
SCHF Schwab International Equity ETF 0.4 6 53 5.9 +3.0
EZM WisdomTree U.S. MidCap Fund 0.4 38 21 8.0 +5.0
ACVF American Conservative Values ETF 0.4 75 -16 3.7 +0.7
EES WisdomTree U.S. SmallCap Fund 0.4 38 21 7.8 +4.9
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 55 6.0 +3.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 50 4.8 +1.9
VONG Vanguard Russell 1000 Growth ETF 0.4 7 52 3.5 +0.6
WSML iShares MSCI World Small-Cap ETF 0.4 15 44 5.3 +2.4
IWF iShares Russell 1000 Growth ETF 0.4 19 40 14.2 +11.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 34 7.7 +4.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 34 7.3 +4.4
VEA Vanguard FTSE Developed Markets ETF 0.4 3 56 5.9 +3.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 56 5.8 +2.9
TMFC Motley Fool 100 Index ETF 0.4 50 9 3.0 +0.0
CGGO Capital Group Global Growth Equity ETF 0.4 47 12 4.0 +1.1
GSPY Gotham Enhanced 500 ETF 0.4 50 9 4.4 +1.4
LRGF iShares U.S. Equity Factor ETF 0.4 8 51 4.6 +1.6
VTWV Vanguard Russell 2000 Value ETF 0.4 10 49 4.9 +2.0
FSMD Fidelity Small-Mid Multifactor ETF 0.4 15 44 6.5 +3.5
IWN iShares Russell 2000 Value ETF 0.4 24 35 4.8 +1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 24 6.3 +3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.4 29 30 4.0 +1.0
GINN Goldman Sachs Innovate Equity ETF 0.4 52 7 3.7 +0.8
SCHA Schwab U.S. Small-Cap ETF 0.4 4 55 4.3 +1.4
VUG Vanguard Growth ETF 0.4 4 55 20.2 +17.3
AFLG First Trust Active Factor Large Cap ETF 0.4 55 4 5.0 +2.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 18 6.0 +3.0
VIG Vanguard Dividend Appreciation ETF 0.4 5 54 4.9 +2.0
MNZL Manzil Russell Halal USA Broad MarketETF 0.3 40 19 3.7 +0.8
STXD Strive 1000 Dividend Growth ETF 0.3 35 24 4.4 +1.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.3 20 39 8.6 +5.6
OALC OneAscent Large Cap Core ETF 0.3 86 -27 3.4 +0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 17 4.0 +1.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 25 6.3 +3.4
OPTZ Optimize Strategy Index ETF 0.3 50 9 3.3 +0.4
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 53 7.8 +4.9
VLUE iShares MSCI USA Value Factor ETF 0.3 15 44 6.0 +3.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 27 3.9 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 34 5.4 +2.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 41 6.3 +3.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 51 4.4 +1.4
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 55 6.7 +3.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.3 12 47 3.4 +0.5
CIL VictoryShares International Volatility Wtd ETF 0.3 45 14 5.8 +2.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 34 6.2 +3.3
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 24 3.2 +0.3
GEW Cambria Global EW ETF 0.3 29 30 5.4 +2.5
QDF FlexShares Quality Dividend Index Fund 0.3 37 22 5.3 +2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 23 4.1 +1.2
VXUS Vanguard Total International Stock ETF 0.3 5 54 6.6 +3.7
GLBL Pacer MSCI World Industry Advantage ETF 0.3 65 -6 3.4 +0.4
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 52 6.5 +3.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.3 20 39 7.4 +4.4
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 30 9.9 +7.0
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 29 6.4 +3.5
IWL iShares Russell Top 200 ETF 0.3 15 44 3.8 +0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 20 7.4 +4.4
MGC Vanguard Mega Cap ETF 0.3 7 52 3.9 +0.9
MODL VictoryShares WestEnd U.S. Sector ETF 0.3 42 17 4.0 +1.1
GNR SPDR S&P Global Natural Resources ETF 0.2 40 19 8.6 +5.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 44 7.9 +5.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.2 9 50 4.0 +1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 41 7.9 +5.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 49 8.0 +5.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 20 7.8 +4.8
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 34 4.5 +1.6
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.2 39 20 7.0 +4.0
FBCG Fidelity Blue Chip Growth ETF 0.2 59 0 2.1 -0.8
ESGV Vanguard ESG U.S. Stock ETF 0.2 9 50 4.1 +1.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 55 3.3 +0.4
DAK Dakota Active Equity ETF 0.2 43 16 3.7 +0.8
SQLV Royce Quant Small-Cap Quality Value ETF 0.2 60 -1 7.9 +5.0
DFAI Dimensional International Core Equity Market ETF 0.2 18 41 6.0 +3.1
FVAL Fidelity Value Factor ETF 0.2 15 44 5.9 +2.9
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 55 3.1 +0.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 16 4.9 +1.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.2 15 44 4.2 +1.2
DFSU Dimensional US Sustainability Core 1 ETF 0.2 18 41 4.6 +1.7
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 23 3.1 +0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 14 3.5 +0.6
DFIC Dimensional International Core Equity 2 ETF 0.2 23 36 6.2 +3.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 31 4.9 +2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 40 5.0 +2.1
QGRO American Century U.S. Quality Growth ETF 0.1 29 30 3.9 +1.0
VOOG Vanguard S&P 500 Growth ETF 0.1 7 52 18.3 +15.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 55 3.0 +0.1
IVW iShares S&P 500 Growth ETF 0.1 18 41 2.9 -0.1
AVDE Avantis International Equity ETF 0.1 23 36 6.2 +3.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -14 9.9 +6.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 29 6.4 +3.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -11 9.7 +6.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.1 15 44 8.9 +6.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 10 49 8.9 +6.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 29 3.8 +0.8
GLOF iShares Global Equity Factor ETF 0.1 20 39 5.5 +2.6
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 41 8.8 +5.9
THRO iShares U.S. Thematic Rotation Active ETF 0.1 90 -31 3.1 +0.1
DXIV Dimensional International Vector Equity ETF 0.1 34 25 6.6 +3.7
VUSE Vident U.S. Equity Strategy ETF 0.1 50 9 3.7 +0.7
QUAL iShares MSCI USA Quality Factor ETF 0.1 15 44 4.4 +1.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.1 21 38 2.8 -0.1
VFMF Vanguard U.S. Multifactor ETF 0.1 18 41 6.5 +3.6
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 25 5.2 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.1 10 49 5.2 +2.3
NUSC Nuveen ESG Small-Cap ETF 0.1 31 28 4.9 +2.0
ROUS Hartford Multifactor US Equity ETF 0.1 19 40 5.3 +2.4
HLAL Wahed FTSE USA Shariah ETF 0.1 50 9 3.5 +0.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 35 6.9 +4.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.1 30 29 4.0 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.0 12 47 4.4 +1.5
INTF iShares International Equity Factor ETF 0.0 15 44 6.5 +3.6
SRVR Pacer Data & Infrastructure Real Estate ETF 0.0 55 4 3.8 +0.8
AVDS Avantis International Small Cap Equity ETF 0.0 30 29 6.0 +3.1
IWY iShares Russell Top 200 Growth ETF 0.0 20 39 3.5 +0.6
DFIS Dimensional International Small Cap ETF 0.0 39 20 6.1 +3.2
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 35 5.6 +2.7
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 44 4.9 +1.9

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

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RESULTS & ESTIMATES

  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:		 Amplify Samsung U.S. Natural Gas Infrastructure ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.4 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 59 bp
Equals: ALTAR Score 2.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.