Amplify Samsung U.S. Natural Gas Infrastructure ETF
ALTAR
Score™		 4.4% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 18.2x P/Sales
ratio		 2.5x
P/BV
ratio		 2.9x Div.
yield		 3.6%


  • 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) $4
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 27
Wgt avg mkt cap (mns) $39,729
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
WILLIAMS COS INC 9.1 %
KINDER MORGAN INC 8.8 %
MPLX LP 8.5 %
ENBRIDGE INC 7.6 %
TRANSCANADA CORP 5.6 %
SOLARIS OILFIELD INFRASTRUCTURE, I 5.1 %
VISTRA ENERGY CORP. 5.0 %
DT MIDSTREAM, INC. 4.2 %
PLAINS GP HOLDINGS LP CLASS A 4.0 %
ENERGY TRANSFER, L.P. 3.9 %
Total 61.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.1 %
CANADA 13.2 %
BERMUDA 4.3 %








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.
-- -- -- -- 5.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $26.25
30d moving avg. $0.00
Annualized volatility 0.0%
Short interest (ETF) 0.5%
Relative strength (RSI)

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.00%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 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™: 4.4%


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
(%)
MLPX Global X MLP & Energy Infrastructure ETF 53.1 45 14 5.5 +1.1
USAI Pacer American Energy Independence ETF 51.7 75 -16 4.6 +0.2
TPYP Tortoise North American Pipeline Fund 47.6 40 19 5.7 +1.3
UMI USCF Midstream Energy Income Fund ETF 46.6 85 -26 5.4 +1.0
EINC VanEck Energy Income ETF 46.4 48 11 5.3 +0.9
ENFR Alerian Energy Infrastructure ETF 45.8 35 24 5.8 +1.4
EMLP First Trust North American Energy Infrastructure Fund 31.6 95 -36 5.9 +1.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 30.1 55 4 6.3 +1.9
EIPI FT Energy Income Partners Enhanced Income ETF 29.3 110 -51 6.7 +2.2
AMZA InfraCap MLP ETF 26.3 164 -105 7.7 +3.3
EIPX FT Energy Income Partners Strategy ETF 26.0 95 -36 8.3 +3.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 24.0 46 13 5.6 +1.1
PXI Invesco Dorsey Wright Energy Momentum ETF 21.4 60 -1 7.3 +2.9
IVRA Invesco Real Assets ESG ETF 17.4 59 0 6.3 +1.8
IYE iShares U.S. Energy ETF 16.6 40 19 9.3 +4.8
FTXN First Trust Nasdaq Oil & Gas ETF 16.6 60 -1 12.8 +8.4
IGF iShares Global Infrastructure ETF 16.2 41 18 4.7 +0.3
VDE Vanguard Energy ETF 16.2 9 50 9.5 +5.1
AMLP Alerian MLP ETF 16.0 85 -26 8.9 +4.4
MLPA Global X MLP ETF 16.0 45 14 9.3 +4.9
GII SPDR S&P Global Infrastructure ETF 16.0 40 19 4.7 +0.3
ECLN First Trust EIP Carbon Impact ETF 15.5 96 -37 4.1 -0.3
XLE Energy Select Sector SPDR Fund 15.0 8 51 9.4 +5.0
FENY Fidelity MSCI Energy Index ETF 14.6 8 51 9.5 +5.1
RSPG Invesco S&P 500 Equal Weight Energy ETF 14.2 40 19 11.2 +6.8
DIVZ TrueShares Low Volatility Equity Income ETF 13.9 65 -6 6.6 +2.1
CBSE Clough Select Equity ETF 13.4 85 -26 1.0 -3.4
IGE iShares North American Natural Resources ETF 13.2 41 18 8.1 +3.6
IXC iShares Global Energy ETF 12.6 44 15 10.7 +6.2
NVIR Horizon Kinetics Energy and Remediation ETF 11.7 85 -26 6.6 +2.2
FXN First Trust Energy AlphaDEX Fund 10.3 62 -3 14.8 +10.3
ABLD Abacus FCF Real Assets Leaders ETF 10.2 69 -10 7.2 +2.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 10.0 39 20 3.1 -1.3
BGIG Bahl & Gaynor Income Growth ETF 9.9 45 14 5.5 +1.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.5 60 -1 7.0 +2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.8 38 21 6.3 +1.8
IQRA IQ CBRE Real Assets ETF 8.7 65 -6 5.8 +1.3
XES SPDR S&P Oil & Gas Equipment & Services ETF 8.7 35 24 3.6 -0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 8.1 60 -1 6.2 +1.8
UTES Virtus Reaves Utilities ETF 7.8 49 10 4.1 -0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 7.4 65 -6 5.0 +0.6
XLU Utilities Select Sector SPDR Fund 7.3 8 51 5.3 +0.9
YLDE ClearBridge Dividend Strategy ESG ETF 7.2 60 -1 5.7 +1.3
NDIV Amplify Natural Resources Dividend Income ETF 7.2 59 0 14.2 +9.8
TXS Texas Capital Texas Equity Index ETF 7.0 49 10 5.7 +1.3
VPU Vanguard Utilities ETF 7.0 9 50 5.4 +1.0
MID American Century Mid Cap Growth Impact ETF 6.9 45 14 3.1 -1.3
FXU First Trust Utilities AlphaDEX Fund 6.8 64 -5 5.6 +1.2
PID Invesco International Dividend Achievers ETF 6.7 53 6 5.6 +1.2
IDU iShares U.S. Utilities ETF 6.6 40 19 4.8 +0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 6.6 40 19 5.6 +1.2
BGDV Bahl & Gaynor Dividend ETF 6.2 45 14 4.8 +0.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 6.2 47 12 5.7 +1.3
VRAI Virtus Real Asset Income ETF 6.1 55 4 10.8 +6.3
ZAP Global X U.S. Electrification ETF 6.1 50 9 4.3 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 6.0 59 0 2.8 -1.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.9 35 24 7.9 +3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.9 38 21 7.9 +3.5
MAGA Point Bridge America First ETF 5.8 72 -13 6.2 +1.8
DIVY Sound Equity Dividend Income ETF 5.8 45 14 11.3 +6.9
GVIP Goldman Sachs Hedge Industry VIP ETF 5.7 45 14 3.4 -1.0
TPHD Timothy Plan High Dividend Stock ETF 5.7 52 7 7.2 +2.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.7 54 5 7.1 +2.7
PWV Invesco Large Cap Value ETF 5.7 55 4 7.4 +3.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.4 75 -16 2.8 -1.6
NETZ TCW Transform Systems ETF 5.4 75 -16 2.5 -1.9
FUTY Fidelity MSCI Utilities Index ETF 5.3 8 51 5.4 +1.0
ABEQ Absolute Select Value ETF 5.3 85 -26 4.8 +0.4
IEZ iShares U.S. Oil Equipment & Services ETF 5.1 40 19 5.4 +1.0
JXI iShares Global Utilities ETF 5.1 43 16 5.9 +1.5
IFRA iShares U.S. Infrastructure ETF 5.1 30 29 6.4 +1.9
SPRX Spear Alpha ETF 5.0 75 -16 0.4 -4.0
PKW Invesco Buyback Achievers ETF 5.0 62 -3 7.5 +3.1
VOLT Tema Electrification ETF 5.0 75 -16 2.8 -1.6
FLCA Franklin FTSE Canada ETF 4.8 9 50 6.8 +2.4
IMCV iShares Morningstar Mid-Cap Value ETF 4.8 6 53 8.4 +4.0
AVIE Avantis  Inflation Focused Equity ETF 4.7 25 34 7.4 +2.9
FLDZ RiverNorth Patriot ETF 4.7 75 -16 6.1 +1.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.6 56 3 6.5 +2.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.4 30 29 9.1 +4.7
BBCA JPMorgan BetaBuilders Canada ETF 4.4 19 40 6.6 +2.2
HGRO Hedgeye Quality Growth ETF 4.3 70 -11 3.3 -1.2
VCLN Virtus Duff & Phelps Clean Energy ETF 4.3 59 0 5.6 +1.2
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 30 11.0 +6.6
FTWO Strive FAANG 2.0 ETF 4.2 49 10 4.5 +0.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 4.2 35 24 9.7 +5.3
CSD Invesco S&P Spin-Off ETF 4.2 65 -6 7.9 +3.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.1 75 -16 5.5 +1.0
EWC iShares MSCI Canada ETF 4.1 50 9 6.4 +2.0
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 36 3.4 -1.0
VOE Vanguard Mid-Cap Value ETF 4.0 7 52 7.9 +3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.9 64 -5 2.3 -2.1
PSCE Invesco S&P SmallCap Energy ETF 3.8 29 30 12.4 +8.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.8 24 35 8.4 +3.9
DIV Global X SuperDividend US ETF 3.8 45 14 12.0 +7.6
HDV iShares Core High Dividend ETF 3.8 8 51 7.0 +2.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 3.7 60 -1 6.8 +2.4
VO Vanguard Mid-Cap ETF 3.7 4 55 5.9 +1.5
HAP VanEck Natural Resources ETF 3.7 50 9 9.9 +5.4
FMDE Fidelity Enhanced Mid Cap ETF 3.7 23 36 5.8 +1.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.7 7 52 10.2 +5.8
FMKT The Free Markets ETF 3.6 76 -17 2.0 -2.4
IWR iShares Russell Midcap ETF 3.6 19 40 5.9 +1.5
MGMT Ballast Small/Mid Cap ETF 3.6 110 -51 9.5 +5.0
TBG TBG Dividend Focus ETF 3.6 59 0 8.0 +3.6
IMCB iShares Morningstar Mid-Cap ETF 3.5 4 55 6.1 +1.7
DURA VanEck Durable High Dividend ETF 3.5 29 30 8.7 +4.3
INCE Franklin Income Equity Focus ETF 3.5 29 30 5.6 +1.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.5 39 20 12.4 +8.0
RPG Invesco S&P 500 Pure Growth ETF 3.4 35 24 3.2 -1.2
JPEF JPMorgan Equity Focus ETF 3.4 50 9 4.3 -0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 7 5.5 +1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.4 58 1 5.5 +1.1
IWS iShares Russell Mid-Cap Value ETF 3.4 23 36 7.0 +2.5
VFMO Vanguard U.S. Momentum Factor ETF 3.4 13 46 3.1 -1.3
JHDV John Hancock U.S. High Dividend ETF 3.3 34 25 6.7 +2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 3.3 31 28 2.5 -1.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.2 45 14 4.7 +0.3
ECML Euclidean Fundamental Value ETF 3.2 95 -36 12.6 +8.1
ICAP InfraCap Equity Income Fund ETF 3.1 171 -112 6.9 +2.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.1 55 4 4.9 +0.4
SDOG ALPS Sector Dividend Dogs ETF 3.1 36 23 9.6 +5.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.0 29 30 6.2 +1.8
XMMO Invesco S&P MidCap Momentum ETF 3.0 34 25 5.7 +1.3
VOT Vanguard Mid-Cap Growth ETF 3.0 7 52 3.5 -0.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.0 35 24 6.1 +1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.0 18 41 7.9 +3.4
IBAT iShares Energy Storage & Materials ETF 3.0 47 12 5.5 +1.1
BIBL Inspire 100 ETF 3.0 35 24 5.2 +0.8
FDLS Inspire Fidelis Multi Factor ETF 3.0 76 -17 5.4 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 0 6.1 +1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -11 3.1 -1.4
MTUM iShares MSCI USA Momentum Factor ETF 2.9 15 44 3.5 -0.9
AVLV Avantis U.S. Large Cap Value ETF 2.9 15 44 8.0 +3.6
PDP Invesco Dorsey Wright Momentum ETF 2.9 62 -3 4.0 -0.4
FPX First Trust US Equity Opportunities ETF 2.9 61 -2 1.0 -3.5
PRXV Praxis Impact Large Cap Value ETF 2.9 36 23 6.6 +2.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.8 12 47 5.7 +1.3
SAMT Strategas Macro Thematic Opportunities ETF 2.8 65 -6 2.9 -1.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.8 85 -26 4.0 -0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 2.8 39 20 8.6 +4.2
FCG First Trust Natural Gas ETF 2.8 60 -1 19.4 +15.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 2.8 40 19 13.2 +8.7
XOP SPDR S&P Oil & Gas Exploration & Production ETF 2.8 35 24 15.9 +11.4
DRLL Strive U.S. Energy ETF 2.8 41 18 10.5 +6.1
SUSA iShares MSCI USA ESG Select ETF 2.8 25 34 4.9 +0.4
SWP SWP Growth & Income ETF 2.8 99 -40 4.3 -0.1
HYDR Global X Hydrogen ETF 2.7 50 9 -5.1 -9.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 39 7.1 +2.7
SPMO Invesco S&P 500 Momentum ETF 2.6 13 46 3.6 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 2.6 18 41 6.8 +2.4
GINX SGI Enhanced Global Income ETF 2.6 98 -39 7.0 +2.6
PTL Inspire 500 ETF 2.6 9 50 5.4 +1.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 2.6 38 21 10.6 +6.2
FDL First Trust Morningstar Dividend Leaders Index Fund 2.6 45 14 9.7 +5.2
GURU Global X Guru Index ETF 2.6 75 -16 3.5 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 24 5.9 +1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.5 40 19 5.9 +1.4
LGCF Themes US Cash Flow Champions ETF 2.5 30 29 8.5 +4.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 34 5.4 +0.9
MBOX Freedom Day Dividend ETF 2.5 39 20 7.7 +3.3
BUL Pacer US Cash Cows Growth ETF 2.5 60 -1 6.3 +1.9
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -47 12.2 +7.8
VNSE Natixis Vaughan Nelson Select ETF 2.4 80 -21 4.8 +0.4
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 17 6.6 +2.2
USCF Themes US Cash Flow Champions ETF 2.4 29 30 9.1 +4.7
GDIV Harbor Dividend Growth Leaders ETF 2.4 50 9 5.3 +0.9
TIME Clockwise Core Equity & Innovation ETF 2.4 95 -36 2.7 -1.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 2.4 65 -6 -1.3 -5.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.4 30 29 8.5 +4.0
VFMV Vanguard U.S. Minimum Volatility ETF 2.3 13 46 5.7 +1.3
DVY iShares Select Dividend ETF 2.3 38 21 9.5 +5.1
LIVR Intelligent Livermore ETF 2.3 69 -10 6.2 +1.7
FTDS First Trust Dividend Strength ETF 2.3 70 -11 8.0 +3.6
DEW WisdomTree Global High Dividend Fund 2.3 58 1 8.8 +4.4
VYM Vanguard High Dividend Yield Index ETF 2.3 6 53 7.3 +2.9
DIVL Madison Dividend Value ETF 2.3 65 -6 6.1 +1.7
DHS WisdomTree U.S. High Dividend Fund 2.3 38 21 8.3 +3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 50 6.1 +1.7
VTV Vanguard Value ETF 2.2 4 55 7.0 +2.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 53 4.1 -0.3
DUHP Dimensional US High Profitability ETF 2.2 21 38 6.4 +2.0
ULVM VictoryShares US Value Momentum ETF 2.2 20 39 7.4 +3.0
MVPA Miller Value Partners Appreciation ETF 2.1 60 -1 9.4 +5.0
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 10 6.9 +2.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 7 6.4 +2.0
CAML Congress Large Cap Growth ETF 2.1 66 -7 3.2 -1.2
SVAL iShares US Small Cap Value Factor ETF 2.1 20 39 11.2 +6.8
WLDR Affinity World Leaders Equity ETF 2.1 67 -8 7.7 +3.3
FDMO Fidelity Momentum Factor ETF 2.1 15 44 3.8 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.1 35 24 5.6 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 2.1 50 9 5.9 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 50 6.2 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.1 28 31 6.1 +1.7
STXV Strive 1000 Value ETF 2.1 18 41 8.2 +3.8
SHRY First Trust Bloomberg Shareholder Yield ETF 2.1 60 -1 7.9 +3.5
SIZE iShares MSCI USA Size Factor ETF 2.1 15 44 5.9 +1.5
SPVM Invesco S&P 500 Value with Momentum ETF 2.1 39 20 8.5 +4.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.0 70 -11 4.8 +0.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.0 59 0 6.4 +2.0
RSP Invesco S&P 500 Equal Weight ETF 2.0 20 39 6.5 +2.1
DTD WisdomTree U.S. Total Dividend Fund 2.0 28 31 6.4 +2.0
NULC Nuveen ESG Large-Cap ETF 2.0 21 38 4.8 +0.4
FMAT Fidelity MSCI Materials Index ETF 1.9 8 51 6.4 +2.0
FTCS First Trust Capital Strength ETF 1.9 55 4 5.8 +1.4
FXZ First Trust Materials AlphaDEX Fund 1.9 61 -2 11.2 +6.7
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.9 40 19 7.8 +3.4
BLCR iShares Large Cap Core Active ETF 1.9 36 23 3.7 -0.7
IYM iShares U.S. Basic Materials ETF 1.9 40 19 6.7 +2.3
MXI iShares Global Materials ETF 1.9 41 18 8.0 +3.6
XLB Materials Select Sector SPDR Fund 1.9 8 51 6.2 +1.8
VAW Vanguard Materials ETF 1.9 9 50 6.4 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 55 6.9 +2.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.9 20 39 7.1 +2.7
FSST Fidelity Sustainable U.S. Equity ETF 1.9 59 0 4.3 -0.1
INRO iShares U.S. Industry Rotation Active ETF 1.9 42 17 4.7 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 47 4.5 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 44 8.3 +3.9
FDM First Trust Dow Jones Select MicroCap Index Fund 1.9 60 -1 7.8 +3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -1 5.2 +0.8
AVUS Avantis U.S. Equity ETF 1.9 15 44 5.9 +1.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -16 7.3 +2.9
SXQG ETC 6 Meridian Quality Growth ETF 1.9 100 -41 4.6 +0.2
IDMO Invesco S&P International Developed Momentum ETF 1.8 25 34 5.3 +0.9
DFUV Dimensional US Marketwide Value ETF 1.8 22 37 7.8 +3.4
QUVU Hartford Quality Value ETF 1.8 46 13 7.3 +2.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.8 49 10 9.5 +5.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.8 50 9 7.4 +3.0
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 44 4.9 +0.5
AVMV Avantis U.S. Mid Cap Value ETF 1.8 20 39 9.0 +4.6
FLRG Fidelity U.S. Multifactor ETF 1.8 15 44 7.0 +2.6
VONV Vanguard Russell 1000 Value ETF 1.8 7 52 6.7 +2.3
IWD iShares Russell 1000 Value ETF 1.8 19 40 6.6 +2.1
ILCV iShares Morningstar Value ETF 1.8 4 55 6.7 +2.3
RGEF Rockefeller Global Equity ETF 1.7 55 4 4.9 +0.5
ONEY SPDR Russell 1000 Yield Focus ETF 1.7 20 39 9.9 +5.5
SSPY Syntax Stratified LargeCap ETF 1.7 30 29 6.8 +2.3
RUNN Running Oak Efficient Growth ETF 1.7 58 1 4.9 +0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.7 18 41 5.7 +1.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 32 7.1 +2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 1.7 12 47 6.7 +2.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.7 15 44 4.6 +0.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.7 65 -6 6.5 +2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.7 35 24 6.2 +1.8
DFLV Dimensional US Large Cap Value ETF 1.7 22 37 8.0 +3.6
SPHB Invesco S&P 500 High Beta ETF 1.7 25 34 4.8 +0.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 -1 4.4 -0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 1.7 35 24 5.2 +0.8
AVMC Avantis U.S. Mid Cap Equity ETF 1.7 18 41 7.1 +2.7
DIVB iShares Core Dividend ETF 1.7 5 54 7.8 +3.3
JHID John Hancock International High Dividend ETF 1.7 46 13 9.9 +5.5
DFVX Dimensional US Large Cap Vector ETF 1.7 22 37 6.3 +1.9
SNPV Xtrackers S&P 500 Value ESG ETF 1.7 15 44 6.9 +2.4
DEUS Xtrackers Russell US Multifactor ETF 1.7 17 42 7.1 +2.7
FCPI Fidelity Stocks for Inflation ETF 1.7 15 44 7.6 +3.2
FVD First Trust Value Line Dividend Index Fund 1.6 65 -6 6.4 +2.0
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 20 7.0 +2.5
PWB Invesco Large Cap Growth ETF 1.6 56 3 2.8 -1.7
YOKE Yoke Core ETF 1.6 42 17 4.4 -0.0
BFOR ALPS Barron's 400 ETF 1.6 65 -6 6.1 +1.7
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 24 6.6 +2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 45 5.0 +0.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -1 6.4 +1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.6 52 7 6.7 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.6 65 -6 3.5 -1.0
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -31 4.0 -0.4
AFLG First Trust Active Factor Large Cap ETF 1.5 55 4 6.2 +1.8
JHML John Hancock Multifactor Large Cap ETF 1.5 29 30 5.5 +1.0
DVND Touchstone Dividend Select ETF 1.5 67 -8 5.8 +1.4
KLMN Invesco MSCI North America Climate ETF 1.5 9 50 5.1 +0.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 47 4.6 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.5 19 40 5.2 +0.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.5 40 19 7.4 +3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 50 5.0 +0.5
BOAT SonicShares Global Shipping ETF 1.5 69 -10 32.3 +27.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -11 4.7 +0.3
RVRB Reverb ETF 1.5 30 29 4.7 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -21 6.1 +1.7
SURE AdvisorShares Insiders Advantage ETF 1.5 90 -31 10.4 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.4 9 50 5.6 +1.2
TRFM AAM Transformers ETF 1.4 49 10 1.5 -2.9
RFFC ALPS Active Equity Opportunity ETF 1.4 48 11 4.5 +0.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 24 7.4 +3.0
FQAL Fidelity Quality Factor ETF 1.4 15 44 5.7 +1.3
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 17 7.0 +2.6
GSFP Goldman Sachs Future Planet Equity ETF 1.4 75 -16 4.6 +0.2
CNRG SPDR S&P Kensho Clean Power ETF 1.4 45 14 0.6 -3.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.4 15 44 7.7 +3.2
FELV Fidelity Enhanced Large Cap Value ETF 1.4 18 41 6.9 +2.4
CGUS Capital Group Core Equity ETF 1.4 33 26 4.4 -0.0
SDY SPDR S&P Dividend ETF 1.4 35 24 6.8 +2.4
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 41 5.3 +0.8
HDUS Hartford Disciplined US Equity ETF 1.4 19 40 5.9 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 42 5.7 +1.3
DSTL Distillate US Fundamental Stability & Value ETF 1.4 39 20 8.5 +4.0
FILL iShares MSCI Global Energy Producers ETF 1.4 39 20 12.2 +7.8
VWID Virtus WMC International Dividend ETF 1.4 49 10 8.9 +4.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.3 49 10 4.9 +0.4
DXUV Dimensional US Vector Equity ETF 1.3 28 31 6.5 +2.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.3 60 -1 5.6 +1.2
FPAG FPA Global Equity ETF 1.3 49 10 5.8 +1.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 34 7.3 +2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 39 7.8 +3.4
PY Principal Value ETF 1.3 15 44 7.4 +3.0
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 47 7.7 +3.3
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 49 1.5 -2.9
IWO iShares Russell 2000 Growth ETF 1.3 24 35 1.4 -3.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 50 5.3 +0.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 10 4.4 -0.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 -1 2.1 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.3 38 21 9.8 +5.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 24 7.8 +3.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 34 7.4 +2.9
TPSC Timothy Plan US Small Cap Core ETF 1.3 52 7 7.2 +2.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 42 6.1 +1.7
DFAU Dimensional US Core Equity Market ETF 1.3 12 47 5.2 +0.8
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 49 5.2 +0.8
DCOR Dimensional US Core Equity 1 ETF 1.3 14 45 5.5 +1.1
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 10 5.8 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.3 11 48 5.1 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.2 9 50 5.0 +0.6
VAMO Cambria Value & Momentum ETF 1.2 61 -2 6.4 +2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.2 50 9 8.5 +4.1
JAVA JPMorgan Active Value ETF 1.2 44 15 6.5 +2.1
AVUQ Avantis U.S. Quality ETF 1.2 15 44 4.9 +0.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.2 15 44 6.1 +1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -1 7.9 +3.4
AUSF Global X Adaptive U.S. Factor ETF 1.2 27 32 9.0 +4.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 49 6.1 +1.7
SMOG VanEck Low Carbon Energy ETF 1.2 61 -2 1.6 -2.8
USMV iShares MSCI USA Min Vol Factor ETF 1.2 15 44 5.6 +1.2
DWX SPDR S&P International Dividend ETF 1.2 45 14 6.2 +1.8
BLCV iShares Large Cap Value Active ETF 1.2 53 6 7.6 +3.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.2 9 50 4.8 +0.3
IVE iShares S&P 500 Value ETF 1.2 18 41 6.3 +1.9
AVUV Avantis U.S. Small Cap Value ETF 1.2 25 34 10.6 +6.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 59 5.0 +0.6
VXF Vanguard Extended Market ETF 1.2 5 54 4.9 +0.5
SPYV SPDR Portfolio S&P 500 Value ETF 1.2 4 55 6.5 +2.0
VOOV Vanguard S&P 500 Value ETF 1.2 7 52 6.4 +2.0
SYLD Cambria Shareholder Yield ETF 1.2 59 0 12.1 +7.7
VOTE TCW Transform 500 ETF 1.2 5 54 5.0 +0.5
PBUS Invesco MSCI USA ETF 1.2 4 55 5.0 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 52 4.9 +0.5
STRV Strive 500 ETF 1.2 5 54 4.9 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.2 15 44 4.7 +0.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 41 4.8 +0.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 54 8.1 +3.7
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 56 5.0 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.2 11 48 5.0 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 30 6.5 +2.1
DFUS Dimensional U.S. Equity ETF 1.1 9 50 4.9 +0.5
XSMO Invesco S&P SmallCap Momentum ETF 1.1 39 20 5.8 +1.4
IUS Invesco RAFI Strategic US ETF 1.1 19 40 6.8 +2.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 44 4.2 -0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.1 2 57 5.0 +0.6
VV Vanguard Large-Cap ETF 1.1 4 55 4.9 +0.5
NANR SPDR S&P North American Natural Resources ETF 1.1 35 24 8.5 +4.1
VONE Vanguard Russell 1000 ETF 1.1 7 52 5.0 +0.6
IUSV iShares Core S&P US Value ETF 1.1 4 55 6.6 +2.2
IWB iShares Russell 1000 ETF 1.1 15 44 5.0 +0.5
IYY iShares Dow Jones U.S. ETF 1.1 20 39 4.9 +0.5
SCHX Schwab U.S. Large-Cap ETF 1.1 3 56 5.1 +0.7
STXD Strive 1000 Dividend Growth ETF 1.1 35 24 4.9 +0.5
IWV iShares Russell 3000 ETF 1.1 20 39 4.9 +0.5
VTHR Vanguard Russell 3000 ETF 1.1 7 52 5.0 +0.6
SCHK Schwab 1000 Index ETF 1.1 5 54 5.1 +0.7
BLES Inspire Global Hope ETF 1.1 61 -2 6.9 +2.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.1 29 30 4.8 +0.4
PEXL Pacer US Export Leaders ETF 1.1 60 -1 4.8 +0.3
VTI Vanguard Total Stock Market ETF 1.1 3 56 5.0 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 56 5.0 +0.6
MGV Vanguard Mega Cap Value ETF 1.1 7 52 6.7 +2.3
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 44 6.4 +2.0
SCHB Schwab U.S. Broad Market ETF 1.1 3 56 5.1 +0.7
SPLG SPDR Portfolio S&P 500 ETF 1.1 2 57 5.1 +0.7
SPY SPDR S&P 500 ETF Trust 1.1 9 50 5.0 +0.6
IVV iShares Core S&P 500 ETF 1.1 3 56 5.1 +0.6
VOO Vanguard S&P 500 ETF 1.1 3 56 5.1 +0.7
WTV WisdomTree US Value Fund of Benef Interest 1.1 12 47 9.4 +4.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.1 60 -1 10.0 +5.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.1 25 34 5.3 +0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 49 5.1 +0.6
SPLV Invesco S&P 500 Low Volatility ETF 1.1 25 34 5.3 +0.8
IMTM iShares MSCI Intl Momentum Factor ETF 1.1 30 29 5.4 +0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 30 8.9 +4.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.1 75 -16 5.3 +0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 39 5.8 +1.4
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 44 5.3 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -36 0.6 -3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 39 5.1 +0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.1 25 34 5.9 +1.5
FRNW Fidelity Clean Energy ETF 1.0 39 20 4.1 -0.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.0 45 14 4.5 +0.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.0 58 1 -3.1 -7.5
CTEC Global X CleanTech ETF 1.0 50 9 2.8 -1.6
DRIV Global X Autonomous & Electric Vehicles ETF 1.0 68 -9 5.6 +1.2
PBW Invesco WilderHill Clean Energy ETF 1.0 66 -7 -4.8 -9.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.0 60 -1 3.7 -0.8
ICLN iShares Global Clean Energy ETF 1.0 41 18 6.0 +1.5
BATT Amplify Lithium & Battery Technology ETF 1.0 59 0 3.9 -0.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.0 3 56 5.3 +0.8
EPS WisdomTree U.S. LargeCap Fund 1.0 8 51 5.9 +1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 16 6.4 +2.0
KNO AXS Knowledge Leaders ETF 1.0 78 -19 6.0 +1.6
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 49 5.9 +1.5
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 55 4.2 -0.2
TOK iShares MSCI Kokusai ETF 1.0 26 33 5.2 +0.8
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 30 4.7 +0.3
EQIN Columbia US Equity Income ETF 1.0 35 24 7.0 +2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 50 5.3 +0.9
RSSL Global X Russell 2000 ETF 1.0 8 51 4.6 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.0 20 39 4.8 +0.4
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 55 6.9 +2.5
IVW iShares S&P 500 Growth ETF 1.0 18 41 4.0 -0.4
VOOG Vanguard S&P 500 Growth ETF 1.0 7 52 4.2 -0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 55 4.2 -0.3
VFVA Vanguard U.S. Value Factor ETF 1.0 13 46 11.6 +7.2
VSDA VictoryShares Dividend Accelerator ETF 1.0 35 24 7.1 +2.7
QDEF FlexShares Quality Dividend Defensive Index Fund 1.0 37 22 6.2 +1.8
FLV American Century Focused Large Cap Value ETF 1.0 42 17 6.9 +2.4
NUDV Nuveen ESG Dividend ETF 1.0 26 33 7.7 +3.2
NULV Nuveen ESG Large-Cap Value ETF 1.0 26 33 6.3 +1.9
SCHD Schwab US Dividend Equity ETF 1.0 6 53 10.0 +5.6
MDLV Morgan Dempsey Large Cap Value ETF 1.0 58 1 7.5 +3.1
WCEO Hypatia Women CEO ETF 1.0 85 -26 4.5 +0.1
ROE Astoria US Quality Kings ETF 1.0 49 10 6.7 +2.2
DGRO iShares Core Dividend Growth ETF 1.0 8 51 6.5 +2.1
URTH iShares MSCI World ETF 1.0 24 35 5.3 +0.8
PBD Invesco Global Clean Energy ETF 1.0 75 -16 0.6 -3.8
QUS SPDR MSCI USA StrategicFactors ETF 1.0 15 44 5.7 +1.3
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 24 4.8 +0.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 4 10.6 +6.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 41 4.1 -0.3
VTWO Vanguard Russell 2000 ETF 0.9 7 52 4.7 +0.3
IWM iShares Russell 2000 ETF 0.9 19 40 4.7 +0.3
VBK Vanguard Small-Cap Growth ETF 0.9 7 52 2.0 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.9 15 44 4.5 +0.1
FFND Future Fund Active ETF 0.9 100 -41 4.4 -0.0
FDLO Fidelity Low Volatility Factor ETF 0.9 15 44 5.4 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -16 5.0 +0.6
FDRR Fidelity Dividend ETF for Rising Rates 0.9 15 44 7.3 +2.9
USMF WisdomTree U.S. Multifactor Fund 0.9 28 31 6.9 +2.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 53 3.0 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 52 6.3 +1.9
SFY SoFi Select 500 ETF 0.9 0 59 4.5 +0.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -16 3.7 -0.7
VB Vanguard Small-Cap ETF 0.9 5 54 6.3 +1.9
XVV iShares ESG Screened S&P 500 ETF 0.9 8 51 4.9 +0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.9 60 -1 7.8 +3.4
VBR Vanguard Small Cap Value ETF 0.9 7 52 9.5 +5.0
SFYX SoFi Next 500 ETF 0.9 0 59 6.0 +1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 31 4.2 -0.2
EBI Longview Advantage ETF 0.9 35 24 6.8 +2.4
RWL Invesco S&P 500 Revenue ETF 0.9 39 20 6.8 +2.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.9 30 29 13.3 +8.9
SDIV Global X Superdividend ETF 0.9 58 1 41.2 +36.8
ROUS Hartford Multifactor US Equity ETF 0.9 19 40 7.2 +2.8
ACWI iShares MSCI ACWI ETF 0.9 32 27 5.7 +1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 34 5.9 +1.5
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 44 7.3 +2.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 20 -0.9 -5.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.8 15 44 6.4 +2.0
PFM Invesco Dividend Achievers ETF 0.8 53 6 5.3 +0.9
BRIF FIS Bright Portfolios Focused Equity ETF 0.8 65 -6 5.0 +0.5
ACVF American Conservative Values ETF 0.8 75 -16 4.4 -0.1
VT Vanguard Total World Stock ETF 0.8 6 53 6.0 +1.6
SCHA Schwab U.S. Small-Cap ETF 0.8 4 55 6.4 +2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -1 4.3 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 35 8.1 +3.7
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -6 9.0 +4.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 41 4.8 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 49 5.0 +0.6
PSCI Invesco S&P SmallCap Industrials ETF 0.8 29 30 5.6 +1.2
LRGF iShares U.S. Equity Factor ETF 0.8 8 51 5.6 +1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.8 36 23 4.9 +0.4
FELC Fidelity Enhanced Large Cap Core ETF 0.8 18 41 5.3 +0.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.8 28 31 5.6 +1.2
CGDV Capital Group Dividend Value ETF 0.8 33 26 4.6 +0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.7 20 39 6.0 +1.6
STXK Strive Small-Cap ETF 0.7 18 41 6.4 +2.0
GVLU Gotham 1000 Value ETF 0.7 50 9 9.2 +4.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.7 7 52 5.1 +0.7
DFAS Dimensional U.S. Small Cap ETF 0.7 26 33 6.8 +2.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 20 6.8 +2.4
CRTC Xtrackers US National Critical Technologies ETF 0.7 35 24 4.9 +0.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 50 4.7 +0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.7 8 51 5.1 +0.7
IWX iShares Russell Top 200 Value ETF 0.7 20 39 6.3 +1.9
FDVV Fidelity High Dividend ETF 0.7 15 44 7.9 +3.5
ADME Aptus Drawdown Managed Equity ETF 0.7 79 -20 4.2 -0.2
VIG Vanguard Dividend Appreciation ETF 0.7 5 54 5.7 +1.2
DSI iShares MSCI KLD 400 Social ETF 0.7 25 34 5.0 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 47 7.4 +3.0
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 31 9.9 +5.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 44 7.7 +3.2
STXG Strive 1000 Growth ETF 0.7 18 41 3.9 -0.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7 20 39 2.8 -1.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 41 5.7 +1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.7 12 47 8.4 +4.0
APUE ActivePassive U.S. Equity ETF 0.7 45 14 4.8 +0.3
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 35 7.5 +3.0
IJH iShares Core S&P Mid-Cap ETF 0.7 5 54 7.7 +3.2
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 37 5.7 +1.3
VYMI Vanguard International High Dividend Yield ETF 0.7 17 42 9.9 +5.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 24 4.3 -0.2
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 30 8.4 +4.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.6 15 44 5.8 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.6 10 49 5.8 +1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -21 4.4 -0.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 56 7.7 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.6 9 50 5.9 +1.5
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 21 9.1 +4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 55 6.3 +1.9
MGC Vanguard Mega Cap ETF 0.6 7 52 4.7 +0.3
ISCB iShares Morningstar Small-Cap ETF 0.6 4 55 6.4 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.6 7 52 7.6 +3.2
QWLD SPDR MSCI World StrategicFactors ETF 0.6 30 29 6.1 +1.7
CLNR IQ Cleaner Transport ETF 0.6 45 14 6.6 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 30 4.4 +0.0
STXI Strive International Developed Markets ETF 0.6 29 30 7.0 +2.5
SMMD iShares Russell 2500 ETF 0.6 15 44 6.5 +2.1
GSPY Gotham Enhanced 500 ETF 0.6 50 9 5.4 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 42 6.1 +1.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.6 46 13 10.5 +6.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 50 4.9 +0.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 34 8.2 +3.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.6 25 34 6.5 +2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 34 8.2 +3.8
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 34 5.5 +1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.6 15 44 5.0 +0.6
VFMF Vanguard U.S. Multifactor ETF 0.6 18 41 8.3 +3.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.6 35 24 10.0 +5.5
FEGE First Eagle Global Equity ETF 0.5 79 -20 7.0 +2.6
IWN iShares Russell 2000 Value ETF 0.5 24 35 8.1 +3.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 44 8.2 +3.8
VTWV Vanguard Russell 2000 Value ETF 0.5 10 49 8.2 +3.8
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 4 13.3 +8.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 47 7.7 +3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.5 20 39 6.4 +2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -20 4.5 +0.1
STXM Strive Mid-Cap ETF 0.5 18 41 6.5 +2.1
IJR iShares Core S&P Small Cap ETF 0.5 6 53 8.1 +3.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.5 45 14 8.9 +4.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 55 6.3 +1.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.5 39 20 11.8 +7.4
QGRO American Century U.S. Quality Growth ETF 0.5 29 30 3.5 -0.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 52 8.1 +3.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 56 8.1 +3.7
JVAL JPMorgan U.S. Value Factor ETF 0.5 12 47 8.5 +4.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.5 12 47 4.5 +0.1
IWL iShares Russell Top 200 ETF 0.5 15 44 4.7 +0.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 44 5.5 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.5 19 40 6.4 +2.0
BKIE BNY Mellon International Equity ETF 0.5 4 55 7.0 +2.6
QDF FlexShares Quality Dividend Index Fund 0.5 37 22 6.4 +2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 44 6.2 +1.8
OCEN IQ Clean Oceans ETF 0.5 45 14 6.2 +1.8
KRMA Global X Conscious Companies ETF 0.5 43 16 6.0 +1.6
ILCG iShares Morningstar Growth ETF 0.4 4 55 3.7 -0.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -1 10.0 +5.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 39 5.9 +1.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -21 8.2 +3.8
VONG Vanguard Russell 1000 Growth ETF 0.4 7 52 4.6 +0.1
IWF iShares Russell 1000 Growth ETF 0.4 19 40 4.4 0.0
SCHF Schwab International Equity ETF 0.4 6 53 7.4 +3.0
ENOR iShares MSCI Norway ETF 0.4 53 6 10.1 +5.7
NORW Global X MSCI Norway ETF 0.4 50 9 10.1 +5.6
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 55 7.2 +2.7
GLOF iShares Global Equity Factor ETF 0.4 20 39 6.7 +2.3
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 56 7.2 +2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.4 20 39 6.1 +1.7
EZM WisdomTree U.S. MidCap Fund 0.4 38 21 9.5 +5.1
NUSC Nuveen ESG Small-Cap ETF 0.4 31 28 5.6 +1.2
TMFX Motley Fool Next Index ETF 0.4 50 9 2.6 -1.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 34 9.7 +5.2
MADE iShares U.S. Manufacturing ETF 0.4 40 19 5.2 +0.7
VEA Vanguard FTSE Developed Markets ETF 0.4 3 56 7.3 +2.9
WBIY WBI Power Factor High Dividend ETF 0.4 100 -41 16.0 +11.6
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -16 7.9 +3.4
EQRR ProShares Equities for Rising Rates ETF 0.4 35 24 8.4 +4.0
GLRY Inspire Faithward Mid Cap Momentum ETF 0.4 80 -21 6.4 +1.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.4 35 24 4.2 -0.2
VFLO VictoryShares Free Cash Flow ETF 0.4 39 20 10.8 +6.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -8 10.5 +6.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 0 9.3 +4.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.4 58 1 4.0 -0.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.4 60 -1 4.3 -0.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 34 12.0 +7.6
RPV Invesco S&P 500 Pure Value ETF 0.4 35 24 10.7 +6.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 46 10.2 +5.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.4 20 39 4.2 -0.2
VLUE iShares MSCI USA Value Factor ETF 0.4 15 44 9.9 +5.5
COWZ Pacer US Cash Cows 100 ETF 0.4 49 10 9.6 +5.2
SMRI Bushido Capital US Equity ETF 0.4 71 -12 9.3 +4.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.4 49 10 3.7 -0.8
CIL VictoryShares International Volatility Wtd ETF 0.4 45 14 6.6 +2.2
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 34 6.2 +1.8
PSC Principal U.S. Small-Cap ETF 0.4 38 21 7.0 +2.5
FDWM Fidelity Women's Leadership ETF 0.4 59 0 5.0 +0.6
FVAL Fidelity Value Factor ETF 0.4 15 44 7.1 +2.7
JEPI JPMorgan Equity Premium Income ETF 0.4 35 24 5.5 +1.1
OALC OneAscent Large Cap Core ETF 0.4 86 -27 4.1 -0.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.4 79 -20 5.3 +0.8
TEMP JPMorgan Climate Change Solutions ETF 0.4 49 10 5.8 +1.4
ZECP Zacks Earnings Consistent Portfolio ETF 0.4 55 4 4.9 +0.4
BLLD JPMorgan Sustainable Infrastructure ETF 0.4 49 10 6.1 +1.7
JGLO JPMorgan Global Select Equity ETF 0.4 33 26 5.0 +0.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.4 75 -16 7.8 +3.4
FAN First Trust Global Wind Energy ETF 0.4 60 -1 4.6 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 0.4 25 34 6.0 +1.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.4 10 49 5.3 +0.9
OEF iShares S&P 100 ETF 0.4 20 39 4.6 +0.2
DGT SPDR Global Dow ETF 0.4 50 9 7.3 +2.9
AIEQ AI Powered Equity ETF 0.4 75 -16 3.8 -0.6
YALL God Bless America ETF 0.4 65 -6 3.7 -0.7
PRAY FIS Christian Stock Fund 0.4 69 -10 5.1 +0.6
DARP Grizzle Growth ETF 0.4 75 -16 3.0 -1.4
BDIV AAM Brentview Dividend Growth ETF 0.4 49 10 4.7 +0.2
ABIG Argent Large Cap ETF 0.4 49 10 7.5 +3.1
JGRO JPMorgan Active Growth ETF 0.4 44 15 3.5 -1.0
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 53 9.8 +5.3
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 30 7.3 +2.8
ETHO Etho Climate Leadership U.S. ETF 0.3 47 12 5.5 +1.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 20 6.2 +1.8
RDVY First Trust Rising Dividend Achievers ETF 0.3 50 9 7.5 +3.1
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 41 10.6 +6.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 25 7.8 +3.4
EES WisdomTree U.S. SmallCap Fund 0.3 38 21 9.4 +5.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.3 75 -16 4.1 -0.4
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.3 41 18 7.8 +3.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.3 18 41 7.8 +3.3
OPTZ Optimize Strategy Index ETF 0.3 50 9 5.1 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 55 4.0 -0.4
CCMG CCM Global Equity ETF 0.3 34 25 8.8 +4.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 49 10.6 +6.2
GINN Goldman Sachs Innovate Equity ETF 0.3 52 7 3.7 -0.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.3 4 55 8.2 +3.8
VUSE Vident U.S. Equity Strategy ETF 0.3 50 9 4.6 +0.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 44 10.6 +6.2
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 49 4.6 +0.2
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 52 8.0 +3.6
GLBL Pacer MSCI World Industry Advantage ETF 0.3 65 -6 4.2 -0.2
VXUS Vanguard Total International Stock ETF 0.3 5 54 8.0 +3.6
HLGE Hartford Longevity Economy ETF 0.3 44 15 6.5 +2.1
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.3 25 34 7.2 +2.7
GNR SPDR S&P Global Natural Resources ETF 0.3 40 19 11.8 +7.3
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 29 7.8 +3.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 20 6.7 +2.3
DFSV Dimensional US Small Cap Value ETF 0.3 31 28 10.9 +6.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 20 8.2 +3.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 20 9.9 +5.5
VIS Vanguard Industrials ETF 0.2 9 50 4.6 +0.2
QQQ Invesco QQQ Trust Series I 0.2 20 39 4.1 -0.4
QQQM Invesco NASDAQ 100 ETF 0.2 15 44 4.1 -0.3
FIDU Fidelity MSCI Industrial Index ETF 0.2 8 51 4.5 +0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.2 49 10 4.2 -0.2
TMFC Motley Fool 100 Index ETF 0.2 50 9 3.5 -0.9
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 30 13.0 +8.6
FESM Fidelity Enhanced Small Cap ETF 0.2 28 31 8.0 +3.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 38 3.8 -0.6
IWC iShares Micro-Cap ETF 0.2 60 -1 -0.6 -5.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 14 4.6 +0.1
SHE SPDR MSCI USA Gender Diversity ETF 0.2 20 39 5.0 +0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 20 10.0 +5.6
DFIC Dimensional International Core Equity 2 ETF 0.2 23 36 7.6 +3.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 17 5.5 +1.0
ISMD Inspire Small/Mid Cap ETF 0.2 54 5 6.3 +1.9
DFAI Dimensional International Core Equity Market ETF 0.2 18 41 7.3 +2.9
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 41 5.5 +1.1
VUG Vanguard Growth ETF 0.1 4 55 4.1 -0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 29 8.1 +3.7
AVDE Avantis International Equity ETF 0.1 23 36 7.6 +3.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.1 38 21 4.6 +0.2
DXIV Dimensional International Vector Equity ETF 0.1 34 25 8.0 +3.6
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 23 4.1 -0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 47 7.7 +3.3
HLAL Wahed FTSE USA Shariah ETF 0.1 50 9 5.0 +0.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 39 6.6 +2.2
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 10 5.7 +1.2
VFQY Vanguard U.S. Quality Factor ETF 0.1 13 46 6.5 +2.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -2 6.6 +2.1
GWX SPDR S&P International Small Cap ETF 0.1 40 19 6.3 +1.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 35 7.5 +3.1
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 17 7.2 +2.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.0 32 27 5.0 +0.6
INTF iShares International Equity Factor ETF 0.0 15 44 7.9 +3.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 25 5.9 +1.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 48 6.8 +2.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 10 7.0 +2.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 19 7.0 +2.6
HKND Humankind US Stock ETF 0.0 11 48 7.3 +2.9
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 51 6.8 +2.4
DFIS Dimensional International Small Cap ETF 0.0 39 20 7.4 +3.0
AVSU Avantis Responsible U.S. Equity ETF 0.0 15 44 6.2 +1.8
AVDS Avantis International Small Cap Equity ETF 0.0 30 29 7.6 +3.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 12 9.8 +5.4
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 50 4.8 +0.4
VGK Vanguard FTSE Europe ETF 0.0 6 53 7.4 +3.0
IEFA iShares Core MSCI EAFE ETF 0.0 7 52 7.2 +2.7
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 35 6.4 +2.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 29 4.5 +0.1
FBCG Fidelity Blue Chip Growth ETF 0.0 59 0 2.9 -1.5

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

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RESULTS & ESTIMATES

  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 14.1 %
Divided by: Fwd. P/BV 2.8 x
Less: Expense ratio 59 bp
Equals: ALTAR Score 4.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.59
 
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.