Vanguard Consumer Staples Index Fund
ALTAR
Score™
5.2% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
21.4x P/Sales
ratio
1.3x
P/BV
ratio
4.8x Div.
yield
2.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Vanguard Consumer Staples ETF seeks to track the performance of the MSCI US Investable Market Consumer Staples Index. The Fund invests all of its assets in the stocks that make up the Index, h

FUND BASICS
Category US Equities
Fund Sponsor Vanguard Group Inc/The
Website www.vanguard.com
Inception date Jan 26, 2004
Assets (mns) $7,084
Currency USD
Expense ratio 10 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Brown Brothers Harriman & Co
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 103
Wgt avg mkt cap (mns) $181,630
Large cap (>$10bn) 89.8%
Mid cap ($2-10bn) 8.0%
Small cap (<$2bn) 2.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROCTER & GAMBLE CO/THE 13.3 %
COCA-COLA CO/THE 9.2 %
PEPSICO INC 8.1 %
WAL-MART STORES INC 7.6 %
COSTCO WHOLESALE CORP 7.4 %
PHILIP MORRIS INTERNATIONAL 4.2 %
ALTRIA GROUP INC 3.9 %
MONDELEZ INTERNATIONAL INC-A 3.8 %
COLGATE-PALMOLIVE CO 2.6 %
ESTEE LAUDER COMPANIES-CL A 2.2 %
Total 62.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.6 %
CAYMAN ISLANDS 0.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.5% 12.7% 9.8% 11.5% 10.3%

Market Correlations
versus... Beta R-squared
S&P500 0.59 63%
MSCI EAFE 0.58 59%
MSCI Emg. Mkts. 0.41 34%

Technical Indicators
Recent close $198.42
30d moving avg. $200.98
Annualized volatility 13.9%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.8%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 248
Turnover 0.7%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $13,443

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 686 potential alternatives to the Vanguard Consumer Staples Index Fund ETF based on the alternatives' overlap in portfolio holdings with VDC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VDC Expense: 10 bp ALTAR Score™: 5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VDC
Ticker Fund
Name
Overlap1
vs VDC
(%)
Expense
ratio
(bp)
Savings
vs VDC
(bp)
ALTAR
Score™
(%)
ALTAR
vs VDC
(%)
FSTA Fidelity MSCI Consumer Staples Index ETF 99.5 8 2 5.2 0.0
XLP Consumer Staples Select Sector SPDR Fund 84.3 10 0 5.1 -0.1
IYK iShares U.S. Consumer Goods ETF 74.6 43 -33 5.2 +0.1
JHMS John Hancock Multifactor Consumer Staples ETF 66.5 40 -30 5.3 +0.1
IECS iShares Evolved U.S. Consumer Staples ETF 66.1 18 -8 5.3 +0.1
KXI iShares Global Consumer Staples ETF 56.6 43 -33 4.8 -0.4
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 55.1 40 -30 5.6 +0.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 39.4 60 -50 6.0 +0.8
FXG First Trust Consumer Staples AlphaDEX Fund 36.0 63 -53 6.6 +1.4
FTXG First Trust Nasdaq Food & Beverage ETF 31.8 60 -50 5.5 +0.3
PBJ Invesco Dynamic Food & Beverage ETF 30.0 63 -53 5.8 +0.6
PSL Invesco DWA Consumer Staples Momentum ETF 29.5 60 -50 5.8 +0.6
DURA VanEck Morningstar Durable Dividend ETF 23.9 29 -19 7.2 +2.0
GBLO Global Beta Low Beta ETF 23.1 29 -19 7.4 +2.2
SPLV Invesco S&P 500 Low Volatility ETF 22.0 25 -15 5.6 +0.4
ALTL Pacer Lunt Large Cap Alternator ETF 22.0 60 -50 5.2 +0.0
IEDI iShares Evolved U.S. Discretionary Spending ETF 21.3 18 -8 4.9 -0.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 21.1 75 -65 6.2 +1.0
SIXA 6 Meridian Mega Cap Equity ETF 21.0 86 -76 7.3 +2.1
LSLT Salt Low truBeta US Market ETF 20.9 60 -50 0.0 -5.2
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 20.2 87 -77 7.0 +1.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 19.9 28 -18 6.8 +1.6
RTH VanEck Retail ETF 19.8 35 -25 6.1 +0.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 19.5 75 -65 6.9 +1.7
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 18.7 75 -65 5.5 +0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 18.5 35 -25 5.9 +0.7
HDV iShares Core High Dividend ETF 18.0 8 2 7.3 +2.1
TMDV ProShares Russell US Dividend Growers ETF 17.2 36 -26 5.9 +0.7
OUSA O'Shares FTSE US Quality Dividend ETF 17.0 48 -38 6.9 +1.7
DHS WisdomTree U.S. High Dividend Fund 17.0 38 -28 7.6 +2.4
JDIV JPMorgan U.S. Dividend ETF 16.8 12 -2 7.7 +2.5
VSDA VictoryShares Dividend Accelerator ETF 16.8 35 -25 6.3 +1.2
JOYY Infusive Compounding Global Equities ETF 16.8 51 -41 4.1 -1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 16.3 28 -18 6.7 +1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 16.1 45 -35 8.4 +3.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 15.9 70 -60 5.2 +0.0
AVDG AVDR US LargeCap ESG ETF 15.6 60 -50 5.6 +0.5
PWV Invesco Dynamic Large Cap Value ETF 15.4 58 -48 7.3 +2.1
SCHD Schwab U.S. Dividend Equity ETF 15.4 6 4 8.5 +3.3
DTD WisdomTree U.S.Total Dividend Fund 15.3 28 -18 6.9 +1.7
LVHD Legg Mason Low Volatility High Dividend ETF 15.2 27 -17 7.3 +2.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 15.1 30 -20 7.5 +2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 15.1 60 -50 6.8 +1.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 15.1 12 -2 6.2 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15.1 30 -20 7.0 +1.8
JMIN JPMorgan U.S. Minimum Volatility ETF 15.0 12 -2 5.9 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.8 25 -15 6.1 +0.9
RBUS Nationwide Risk-Based U.S. Equity ETF 14.7 30 -20 6.0 +0.8
GRES IQ Global Resources ETF 14.7 30 -20 7.2 +2.0
PFM Invesco Dividend Achievers ETF 14.6 53 -43 6.1 +0.9
DEF Invesco Defensive Equity ETF 14.6 53 -43 6.0 +0.8
MXDU Nationwide Maximum Diversification US Core Equity ETF 14.5 34 -24 5.7 +0.6
FTCS First Trust Capital Strength ETF 14.4 56 -46 6.5 +1.3
SSPY Syntax Stratified LargeCap ETF 14.3 30 -20 6.4 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 14.2 35 -25 7.6 +2.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 14.2 65 -55 6.4 +1.2
SPMO Invesco S&P 500 Momentum ETF 14.1 13 -3 5.7 +0.5
MKEM Meakem Value and Inflation Screen 14.0 10 0 5.4 +0.2
VYM Vanguard High Dividend Yield Index ETF 13.9 6 4 7.6 +2.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 13.9 35 -25 7.6 +2.4
VIG Vanguard Dividend Appreciation Index Fund 13.9 6 4 6.3 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 13.9 18 -8 7.4 +2.2
MBCC Monarch Blue Chips Core ETF 13.9 125 -115 3.8 -1.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 13.8 88 -78 5.8 +0.6
VIRS Pacer BioThreat Strategy ETF 13.6 70 -60 7.0 +1.8
SDY SPDR S&P Dividend ETF 13.4 35 -25 6.3 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 13.1 55 -45 5.9 +0.8
HKND Humankind US Stock ETF 13.0 11 -1 6.8 +1.6
RWL Invesco S&P 500 Revenue ETF 12.9 39 -29 6.7 +1.5
SAMT Strategas Macro Thematic Opportunities ETF 12.8 65 -55 3.3 -1.9
EQUL IQ Engender Equality ETF 12.8 45 -35 7.4 +2.2
ONEY SPDR Russell 1000 Yield Focus ETF 12.7 20 -10 8.4 +3.2
NULV Nuveen ESG Large-Cap Value ETF 12.7 25 -15 7.1 +1.9
AMER Emles Made in America ETF 12.7 49 -39 8.4 +3.3
LVOL American Century Low Volatility ETF 12.7 29 -19 5.4 +0.2
MGV Vanguard Mega Cap Value ETF 12.5 7 3 7.3 +2.1
JEPI JPMorgan Equity Premium Income ETF 12.5 35 -25 5.5 +0.3
DGRO iShares Core Dividend Growth ETF 12.5 8 2 7.3 +2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.4 18 -8 6.0 +0.8
EDOW First Trust Dow 30 Equal Weight ETF 12.4 50 -40 6.8 +1.6
MOTE VanEck Morningstar ESG Moat ETF 12.2 49 -39 6.0 +0.8
USMV iShares Edge MSCI Min Vol USA ETF 12.2 15 -5 5.8 +0.6
EQWL Invesco Russell Top 200 Equal Weight ETF 12.2 25 -15 7.0 +1.8
SPMV Invesco S&P 500 Minimum Variance ETF 12.2 10 0 5.6 +0.4
AILV Alpha Intelligent - Large Cap Value ETF 12.0 85 -75 6.1 +0.9
VOOV Vanguard S&P 500 Value ETF 11.8 10 0 6.6 +1.5
IVE iShares S&P 500 Value ETF 11.7 18 -8 6.6 +1.4
SPYV SPDR Portfolio S&P 500 Value ETF 11.7 4 6 6.7 +1.5
PZLD Puzzle Divdend Leaders 11.7 10 0 7.0 +1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.6 7 3 8.6 +3.4
DUHP Dimensional US High Profitability ETF 11.6 22 -12 7.7 +2.6
IUSV iShares Core S&P U.S. Value ETF 11.4 4 6 6.8 +1.6
VTV Vanguard Value Index Fund 11.3 4 6 7.3 +2.1
DEW WisdomTree Global High Dividend Fund 11.3 58 -48 8.2 +3.1
AQGX AI Quality Growth ETF 11.1 97 -87 4.8 -0.4
PEY Invesco High Yield Equity Dividend Achievers ETF 11.0 53 -43 7.9 +2.7
MBOX Freedom Day Dividend ETF 11.0 39 -29 7.8 +2.6
ILCV iShares Morningstar Value ETF 10.8 4 6 7.1 +1.9
NUDV Nuveen ESG Dividend ETF 10.8 25 -15 7.2 +2.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.7 60 -50 5.6 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 10.7 52 -42 8.1 +2.9
FCPI Fidelity Stocks for Inflation ETF 10.6 29 -19 8.7 +3.5
GBDV Global Beta Smart Income ETF 10.4 29 -19 8.7 +3.5
VALQ American Century STOXX U.S. Quality Value ETF 10.3 29 -19 8.9 +3.7
DVY iShares Select Dividend ETF 10.1 39 -29 8.3 +3.1
SCHV Schwab U.S. Large-Cap Value ETF 10.1 4 6 7.1 +1.9
QLV FlexShares US Quality Low Volatility Index Fund 10.0 22 -12 5.5 +0.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.9 35 -25 7.5 +2.3
TOKE Cambria Cannabis ETF 9.9 42 -32 -12.6 -17.8
LIV Emles (a)Home ETF 9.8 49 -39 5.1 -0.1
IWX iShares Russell Top 200 Value ETF 9.8 20 -10 7.0 +1.9
HEET Hartford Schroders ESG US Equity ETF 9.7 39 -29 6.6 +1.4
IUS Invesco Strategic US ETF 9.7 19 -9 6.8 +1.6
SPQQ Siren Large Cap Blend Index ETF 9.6 20 -10 0.0 -5.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.6 35 -25 6.5 +1.3
FVD First Trust Value Line Dividend Index Fund 9.5 70 -60 5.9 +0.7
QDIV Global X S&P 500 Quality Dividend ETF 9.5 20 -10 8.0 +2.8
SUSA iShares MSCI USA ESG Select ETF 9.5 25 -15 5.8 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 9.4 30 -20 8.2 +3.0
SPXT ProShares S&P 500 Ex-Technology ETF 9.4 27 -17 6.0 +0.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 9.4 45 -35 5.8 +0.6
UVDV UVA Dividend Value ETF 9.4 80 -70 6.7 +1.5
RPV Invesco S&P 500 Pure Value ETF 9.4 35 -25 9.1 +3.9
SPYD SPDR S&P 500 High Dividend ETF 9.4 7 3 7.9 +2.7
FLV American Century Focused Large Cap Value ETF 9.4 42 -32 6.8 +1.6
ACWV iShares MSCI Global Min Vol Factor ETF 9.3 20 -10 5.7 +0.6
VLU SPDR S&P 1500 Value Tilt ETF 9.3 12 -2 7.8 +2.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.3 20 -10 7.1 +1.9
ACVF American Conservative Values ETF 9.3 75 -65 5.2 -0.0
DIVZ TrueShares Low Volatility Equity Income ETF 9.2 65 -55 7.4 +2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.2 35 -25 5.7 +0.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 9.2 25 -15 7.1 +1.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 9.1 20 -10 6.5 +1.3
IYC iShares U.S. Consumer Services ETF 9.1 43 -33 4.3 -0.9
MOAT VanEck Morningstar Wide Moat ETF 9.1 47 -37 6.4 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.1 38 -28 6.6 +1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.0 9 1 6.3 +1.1
KLCD KFA Large Cap Quality Dividend Index ETF 9.0 42 -32 6.2 +1.0
PSET Principal Price Setters Index ETF 9.0 15 -5 6.7 +1.5
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 8.9 35 -25 7.0 +1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 8.9 37 -27 6.7 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 8.8 20 -10 6.2 +1.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 8.8 25 -15 7.0 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 8.8 13 -3 5.9 +0.7
UBCB UBC Algorithmic Fundamentals ETF 8.8 75 -65 4.4 -0.8
KRMA Global X Conscious Companies ETF 8.8 43 -33 6.2 +1.0
DIVB iShares U.S. Dividend & Buyback ETF 8.7 25 -15 7.3 +2.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.7 25 -15 6.5 +1.3
ACSI American Customer Satisfaction Core Alpha ETF 8.7 66 -56 4.9 -0.3
NULC Nuveen ESG Large-Cap ETF 8.7 20 -10 5.9 +0.7
PRF Invesco FTSE RAFI US 1000 ETF 8.7 39 -29 7.2 +2.0
LGLV SPDR Russell 1000 Low Volatility ETF 8.6 12 -2 5.5 +0.3
QUS SPDR MSCI USA StrategicFactors ETF 8.6 15 -5 6.4 +1.2
FLQL Franklin LibertyQ U.S. Equity ETF 8.5 15 -5 7.0 +1.9
STLV iShares Factors US Value Style ETF 8.5 25 -15 8.8 +3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 8.4 75 -65 6.0 +0.8
DJIA Global X Dow 30 Covered Call ETF 8.4 60 -50 6.0 +0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 8.4 16 -6 6.6 +1.4
IMCV iShares Morningstar Mid-Cap Value ETF 8.4 6 4 7.2 +2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.4 24 -14 7.6 +2.4
YLDE ClearBridge Dividend Strategy ESG ETF 8.4 60 -50 5.8 +0.6
DSI iShares MSCI KLD 400 Social ETF 8.3 25 -15 5.9 +0.7
ROUS Hartford Multifactor US Equity ETF 8.2 19 -9 7.3 +2.1
VONV Vanguard Russell 1000 Value Index Fund 8.1 8 2 7.1 +1.9
AUSF Global X Adaptive U.S. Factor ETF 8.1 27 -17 7.4 +2.2
VFQY Vanguard U.S. Quality Factor ETF 8.1 13 -3 8.0 +2.8
DBLV AdvisorShares DoubleLine Value Equity ETF 8.1 91 -81 6.3 +1.2
IWD iShares Russell 1000 Value ETF 8.1 19 -9 6.9 +1.7
XLG Invesco S&P 500 Top 50 ETF 8.0 20 -10 5.4 +0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 8.0 27 -17 5.6 +0.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.0 58 -48 5.5 +0.3
SDEP SFP Core Equity Strategy 8.0 0 10 7.2 +2.0
SPXN ProShares S&P 500 Ex-Financials ETF 8.0 27 -17 5.6 +0.4
IOO iShares Global 100 ETF 7.9 40 -30 5.8 +0.6
OEF iShares S&P 100 ETF 7.9 20 -10 5.8 +0.6
REVS Columbia Research Enhanced Value ETF 7.9 19 -9 8.2 +3.0
RECS Columbia Research Enhanced Core ETF 7.9 15 -5 7.0 +1.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 7.8 20 -10 8.7 +3.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 7.8 30 -20 7.1 +1.9
SDOG ALPS Sector Dividend Dogs ETF 7.8 40 -30 8.7 +3.5
TTAC TrimTabs US Free Cash Flow Quality ETF 7.7 59 -49 6.7 +1.5
DIV Global X SuperDividend US ETF 7.7 45 -35 6.0 +0.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 7.7 56 -46 6.9 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 7.7 11 -1 6.3 +1.1
CCOR Core Alternative ETF 7.6 109 -99 5.2 -0.0
MGC Vanguard Mega Cap Index Fund 7.4 7 3 5.9 +0.7
IWL iShares Russell Top 200 ETF 7.4 15 -5 5.8 +0.7
MOTG VanEck Morningstar Global Wide Moat ETF 7.4 52 -42 6.5 +1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.4 65 -55 3.9 -1.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.4 30 -20 6.8 +1.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.3 19 -9 6.6 +1.4
AVDR AVDR US LargeCap Leading ETF 7.3 60 -50 5.9 +0.7
IVLC Invesco US Large Cap Core ESG ETF 7.2 48 -38 5.7 +0.6
EPS WisdomTree U.S. Earnings 500 Fund 7.2 8 2 7.4 +2.2
SPXE ProShares S&P 500 Ex-Energy ETF 7.2 27 -17 5.9 +0.7
RSP Invesco S&P 500 Equal Weight ETF 7.2 20 -10 6.2 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 7.2 10 0 5.9 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.2 10 0 6.0 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.2 20 -10 5.9 +0.7
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 7.2 29 -19 7.7 +2.5
JQUA JPMorgan U.S. Quality Factor ETF 7.1 12 -2 6.6 +1.4
VSLU Applied Finance Valuation Large Cap ETF 7.1 49 -39 7.2 +2.0
ESGU iShares MSCI USA ESG Optimized ETF 7.1 15 -5 5.8 +0.6
EFIV SPDR S&P 500 ESG ETF 7.1 10 0 5.9 +0.7
ESGS Columbia Sustainable U.S. Equity Income ETF 7.0 35 -25 8.7 +3.5
QDF FlexShares Quality Dividend Index Fund 7.0 37 -27 7.1 +1.9
RESP WisdomTree US ESG Fund of Benef Interest 7.0 28 -18 7.2 +2.1
DFAU Dimensional US Core Equity Market ETF 7.0 12 -2 6.2 +1.0
ECOZ TrueMark ESG Active Opportunities ETF 7.0 58 -48 5.0 -0.2
CVAR Cultivar ETF 7.0 87 -77 7.6 +2.4
RFFC RiverFront Dynamic US Flex-Cap ETF 7.0 52 -42 5.6 +0.4
FBCV Fidelity Blue Chip Value ETF 7.0 59 -49 6.9 +1.8
SPDV AAM S&P 500 High Dividend Value ETF 7.0 29 -19 8.9 +3.7
XVOL Acruence Active Hedge U.S. Equity ETF 7.0 83 -73 5.2 +0.0
XYLG Global X S&P 500 Covered Call & Growth ETF 6.9 60 -50 5.4 +0.2
IVV iShares Core S&P 500 ETF 6.9 3 7 6.0 +0.8
PBP Invesco S&P 500 BuyWrite ETF 6.9 49 -39 5.5 +0.3
SPY SPDR S&P 500 ETF Trust 6.9 9 1 5.9 +0.7
SPLG SPDR Portfolio S&P 500 ETF 6.9 3 7 6.0 +0.8
BUYZ Franklin Disruptive Commerce ETF 6.9 50 -40 0.0 -5.2
VOO VANGUARD S&P 500 ETF 6.9 3 7 6.0 +0.8
VOTE Engine No. 1 Transform 500 ETF 6.9 5 5 5.9 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 6.9 7 3 5.9 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 6.9 13 -3 10.1 +4.9
CATH Global X S&P 500 Catholic Values Custom ETF 6.8 29 -19 5.7 +0.5
VDNI V-Shares US Leadership Diversity ETF 6.8 29 -19 6.2 +1.0
VV Vanguard Large-Cap Index Fund 6.8 4 6 5.8 +0.6
DFUS Dimensional U.S. Equity ETF 6.8 11 -1 5.9 +0.7
PBUS Invesco PureBeta MSCI USA ETF 6.8 4 6 5.9 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.8 20 -10 7.2 +2.0
SIZE iShares MSCI USA Size Factor ETF 6.8 15 -5 6.2 +1.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.8 12 -2 5.5 +0.3
WBIY WBI Power Factor High Dividend ETF 6.8 70 -60 10.3 +5.1
XTR Global X S&P 500 Tail Risk ETF 6.7 60 -50 5.6 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 6.7 0 10 5.9 +0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 6.7 2 8 5.9 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.7 49 -39 5.2 0.0
RNLC Large Cap US Equity Select ETF 6.7 60 -50 6.8 +1.6
SPTM SPDR Portfolio Total Stock Market ETF 6.7 3 7 6.1 +0.9
BKUS BNY Mellon Sustainable US Equity ETF 6.7 60 -50 5.2 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.7 20 -10 5.9 +0.7
SNPE Xtrackers S&P 500 ESG ETF 6.6 10 0 5.9 +0.7
SCHX Schwab U.S. Large-Cap ETF 6.6 3 7 5.9 +0.7
XRMI Global X S&P 500 Risk Managed Income ETF 6.6 60 -50 5.4 +0.2
VONE Vanguard Russell 1000 ETF 6.6 8 2 5.9 +0.7
IWB iShares Russell 1000 ETF 6.6 15 -5 5.9 +0.7
XCLR Global X S&P 500 Collar 95-110 ETF 6.6 60 -50 5.4 +0.2
ILCB iShares Morningstar U.S. Equity ETF 6.6 3 7 5.9 +0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.6 9 1 5.7 +0.5
VLUE iShares MSCI USA Value Factor ETF 6.6 15 -5 11.5 +6.3
QQMG Invesco ESG NASDAQ 100 ETF 6.6 20 -10 5.8 +0.6
DIVS SmartETFs Dividend Builder ETF 6.5 65 -55 5.8 +0.6
SCHK Schwab 1000 Index ETF 6.5 5 5 5.9 +0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6.5 15 -5 6.1 +0.9
EQOP Natixis U.S. Equity Opportunities ETF 6.5 90 -80 6.0 +0.8
IYY iShares Dow Jones U.S. ETF 6.5 20 -10 5.7 +0.5
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 6.5 60 -50 5.1 -0.1
QQQ Invesco QQQ Trust 6.5 20 -10 5.5 +0.3
QQQM Invesco NASDAQ 100 ETF 6.5 15 -5 5.6 +0.4
QYLD Global X NASDAQ 100 Covered Call ETF 6.5 60 -50 5.1 -0.1
IQSU IQ Candriam ESG US Equity ETF 6.5 9 1 5.9 +0.7
FDMO Fidelity Momentum Factor ETF 6.5 29 -19 5.1 -0.1
RNDV US Equity Dividend Select ETF 6.5 50 -40 8.1 +2.9
FLLV Franklin Liberty U.S. Low Volatility ETF 6.5 29 -19 5.9 +0.7
FTA First Trust Large Cap Value AlphaDEX Fund 6.5 60 -50 9.4 +4.2
VFMF Vanguard U.S. Multifactor ETF 6.4 19 -9 9.1 +3.9
FEX First Trust Large Cap Core AlphaDEX Fund 6.4 59 -49 7.5 +2.3
JHML John Hancock Multifactor Large Cap ETF 6.4 29 -19 6.2 +1.0
IWV iShares Russell 3000 ETF 6.4 20 -10 5.5 +0.3
VTHR Vanguard Russell 3000 Index Fund 6.4 10 0 5.6 +0.5
GCOW Pacer Global High Dividend ETF 6.4 60 -50 9.6 +4.4
SHE SPDR SSGA Gender Diversity Index ETF 6.4 20 -10 5.8 +0.6
FVAL Fidelity Value Factor ETF 6.4 29 -19 8.9 +3.7
VTI Vanguard Total Stock Market Index Fund 6.4 3 7 5.5 +0.3
DSTL Distillate US Fundamental Stability & Value ETF 6.4 39 -29 6.9 +1.7
SCHB Schwab U.S. Broad Market ETF 6.4 3 7 5.8 +0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.3 3 7 5.6 +0.4
FQAL Fidelity Quality Factor ETF 6.3 29 -19 6.7 +1.5
DFAC Dimensional U.S. Core Equity 2 ETF 6.3 19 -9 6.6 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 6.3 30 -20 6.2 +1.0
FLRG Fidelity U.S. Multifactor ETF 6.3 29 -19 7.7 +2.5
EUSA iShares MSCI USA Equal Weighted ETF 6.2 9 1 6.0 +0.8
IUSA Amberwave Invest USA JSG Fund 6.2 67 -57 6.4 +1.2
EGIS 2nd Vote Society Defended ETF 6.2 75 -65 6.8 +1.7
XVV iShares ESG Screened S&P 500 ETF 6.2 8 2 6.0 +0.8
USMF WisdomTree U.S. Multifactor Fund 6.2 28 -18 8.5 +3.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.2 15 -5 6.0 +0.8
QTR Global X NASDAQ 100 Tail Risk ETF 6.2 60 -50 5.1 -0.1
FDLO Fidelity Low Volatility Factor ETF 6.2 29 -19 5.5 +0.3
VICE AdvisorShares Vice ETF 6.2 99 -89 4.8 -0.4
WKLY SoFi Weekly Dividend ETF 6.1 49 -39 7.5 +2.3
ESGV Vanguard ESG U.S. Stock ETF 6.1 9 1 6.0 +0.8
GSPY Gotham Enhanced 500 ETF 6.1 50 -40 6.2 +1.0
USXF iShares ESG Advanced MSCI USA ETF 6.1 10 0 5.9 +0.7
JAVA JPMorgan Active Value ETF 6.1 44 -34 6.6 +1.4
PWC Invesco Dynamic Market ETF 6.0 60 -50 6.2 +1.0
QUAL iShares MSCI Usa Quality Factor ETF 6.0 15 -5 6.1 +1.0
QCLR Global X NASDAQ 100 Collar 95-110 ETF 6.0 60 -50 4.9 -0.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 5.9 25 -15 6.3 +1.1
QRMI Global X NASDAQ 100 Risk Managed Income ETF 5.9 60 -50 4.9 -0.3
JMOM JPMorgan U.S. Momentum Factor ETF 5.9 12 -2 5.9 +0.7
NUSI Nationwide Risk-Managed Income ETF 5.9 68 -58 4.8 -0.4
VOE Vanguard Mid-Cap Value Index Fund 5.9 7 3 6.9 +1.7
AFLG First Trust Active Factor Large Cap ETF 5.9 55 -45 7.0 +1.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.9 17 -7 7.6 +2.4
FTC First Trust Large Cap Growth AlphaDEX Fund 5.8 60 -50 5.2 +0.1
AVUS Avantis U.S. Equity ETF 5.8 15 -5 6.8 +1.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.8 60 -50 4.8 -0.4
XRT SPDR S&P Retail ETF 5.8 35 -25 7.0 +1.8
NETZ Engine No 1 Transform Climate ETF 5.8 75 -65 6.2 +1.0
YUMY VanEck Future of Food ETF 5.7 69 -59 3.2 -2.0
CBSE Changebridge Capital Sustainable Equity ETF 5.7 85 -75 0.0 -5.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.7 4 6 6.1 +0.9
SFY SoFi Select 500 ETF 5.7 0 10 5.9 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 5.7 50 -40 8.0 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 5.6 13 -3 6.0 +0.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 5.6 15 -5 5.8 +0.6
JVAL JPMorgan U.S. Value Factor ETF 5.6 12 -2 8.8 +3.6
YPS Arrow Reverse Cap 500 ETF 5.6 29 -19 6.1 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.5 14 -4 5.9 +0.7
IMCB iShares Morningstar Mid-Cap ETF 5.5 4 6 6.0 +0.8
IWY iShares Russell Top 200 Growth ETF 5.5 20 -10 5.7 +0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 5.5 29 -19 7.0 +1.9
PAWZ ProShares Pet Care ETF 5.4 50 -40 3.4 -1.8
XOUT GraniteShares XOUT U.S. Large Cap ETF 5.4 60 -50 5.4 +0.2
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 -19 6.4 +1.2
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 5.4 55 -45 6.0 +0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.4 39 -29 9.1 +3.9
SDGA Impact Shares Sustainable Development Goals Global ETF 5.4 75 -65 6.6 +1.4
HLGE Hartford Longevity Economy ETF 5.4 44 -34 8.0 +2.8
FDRR Fidelity Dividend ETF for Rising Rates 5.3 29 -19 7.6 +2.4
FAB First Trust Multi Cap Value AlphaDEX Fund 5.3 70 -60 9.9 +4.7
VUSE Vident Core US Equity Fund 5.3 48 -38 10.1 +4.9
CGDV Capital Group Dividend Value ETF 5.3 33 -23 6.1 +0.9
NVQ QRAFT AI-Enhanced US Next Value ETF 5.2 75 -65 10.7 +5.5
MJ ETFMG Alternative Harvest ETF 5.2 75 -65 -37.1 -42.3
HAP VanEck Natural Resources ETF 5.2 49 -39 6.4 +1.2
HLAL Wahed FTSE USA Shariah ETF 5.0 50 -40 5.3 +0.1
TOK iShares MSCI Kokusai ETF 5.0 25 -15 5.9 +0.7
IWF iShares Russell 1000 Growth ETF 5.0 19 -9 5.4 +0.2
VONG Vanguard Russell 1000 Growth Index Fund 5.0 8 2 5.5 +0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 5.0 9 1 6.0 +0.9
IWS iShares Russell Mid-Cap Value ETF 4.9 23 -13 6.7 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 4.9 9 1 6.1 +0.9
FSST Fidelity Sustainability U.S. Equity ETF 4.9 59 -49 5.9 +0.7
QLC FlexShares US Quality Large Cap Index Fund 4.9 32 -22 6.6 +1.4
SAGP Strategas Global Policy Opportunities ETF 4.9 65 -55 7.1 +1.9
LRGF iShares Edge MSCI Multifactor USA ETF 4.9 20 -10 8.2 +3.0
JHMC John Hancock Multifactor Consumer Discretionary ETF 4.8 40 -30 5.1 -0.1
AVLV Avantis U.S. Large Cap Value ETF 4.8 15 -5 8.4 +3.2
PWB Invesco Dynamic Large Cap Growth ETF 4.8 56 -46 4.7 -0.5
MOO VanEck Agribusiness ETF 4.8 56 -46 5.5 +0.4
DFAT Dimensional U.S. Targeted Value ETF 4.8 34 -24 8.3 +3.1
VFVA Vanguard U.S. Value Factor ETF 4.7 14 -4 11.0 +5.8
URTH iShares MSCI World ETF 4.7 24 -14 5.9 +0.7
CLRG IQ Chaikin U.S. Large Cap ETF 4.7 25 -15 6.1 +0.9
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 4.6 58 -48 3.8 -1.4
NACP Impact Shares NAACP Minority Empowerment ETF 4.6 49 -39 5.9 +0.7
VEGI iShares MSCI Global Agriculture Producers ETF 4.6 39 -29 5.8 +0.6
ADME Aptus Drawdown Managed Equity ETF 4.6 79 -69 4.8 -0.4
DGT SPDR Global Dow ETF 4.6 50 -40 7.5 +2.3
ONEO SPDR Russell 1000 Momentum Focus ETF 4.6 20 -10 8.0 +2.8
SXQG 6 Meridian Quality Growth ETF 4.6 100 -90 5.2 -0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.5 63 -53 4.5 -0.7
HVAL ALPS Hillman Active Value ETF 4.5 55 -45 7.3 +2.1
ISCV iShares Morningstar Small Cap Value ETF 4.4 6 4 8.0 +2.8
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 4.4 21 -11 3.9 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.4 20 -10 6.2 +1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.4 50 -40 5.6 +0.4
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4.4 17 -7 6.2 +1.0
DFAS Dimensional U.S. Small Cap ETF 4.3 34 -24 6.7 +1.5
TPHD Timothy Plan High Dividend Stock ETF 4.3 52 -42 6.1 +0.9
IUSS Invesco Strategic US Small Company ETF 4.3 23 -13 6.2 +1.0
PEXL Pacer US Export Leaders ETF 4.3 60 -50 6.3 +1.1
SDG iShares Sustainable MSCI Global Impact ETF 4.3 49 -39 8.6 +3.4
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 4.3 60 -50 6.3 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.3 52 -42 5.9 +0.7
TPLC Timothy Plan US Large Cap Core ETF 4.3 52 -42 5.9 +0.7
MAGA Point Bridge GOP Stock Tracker ETF 4.3 72 -62 5.5 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -65 5.6 +0.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 4.2 49 -39 6.5 +1.3
ACIO Aptus Collared Income Opportunity ETF 4.2 79 -69 5.2 -0.0
BKSE BNY Mellon US Small Cap Core Equity ETF 4.2 4 6 5.9 +0.7
OCEN IQ Clean Oceans ETF 4.2 45 -35 6.5 +1.3
IWR iShares Russell Midcap ETF 4.2 19 -9 5.9 +0.7
ACWI iShares MSCI ACWI ETF 4.1 32 -22 6.1 +0.9
BOUT Innovator IBD Breakout Opportunities ETF 4.1 84 -74 5.9 +0.7
ISCB iShares Morningstar Small-Cap ETF 4.0 4 6 5.1 -0.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 4.0 29 -19 5.0 -0.2
LGBT LGBTQ + ESG100 ETF 4.0 75 -65 5.0 -0.2
ISMD Inspire Small/Mid Cap Impact ETF 4.0 57 -47 6.2 +1.0
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.0 37 -27 7.6 +2.4
COWZ Pacer US Cash Cows 100 ETF 4.0 49 -39 10.8 +5.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 4.0 20 -10 4.9 -0.3
BFOR Barron's 400 ETF 4.0 70 -60 8.6 +3.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 4.0 40 -30 7.3 +2.1
LYFE 2nd Vote Life Neutral Plus ETF 4.0 75 -65 7.3 +2.1
FDWM Fidelity Women's Leadership ETF 3.9 59 -49 6.0 +0.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.9 5 5 7.6 +2.5
IJR iShares Core S&P Small Cap ETF 3.9 6 4 7.6 +2.4
SLY SPDR S&P 600 Small Cap ETF 3.9 15 -5 7.5 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 3.9 10 0 7.6 +2.4
ESG FlexShares STOXX US ESG Impact Index Fund 3.9 32 -22 5.8 +0.6
AVSC Avantis U.S Small Cap Equity ETF 3.9 25 -15 5.2 0.0
VBR Vanguard Small Cap Value Index Fund 3.9 7 3 8.2 +3.0
CGGO Capital Group Global Growth Equity ETF 3.9 47 -37 4.3 -0.9
WDNA WisdomTree BioRevolution Fund 3.9 45 -35 -4.1 -9.3
VO Vanguard Mid-Cap Index Fund 3.9 4 6 5.6 +0.5
PBSM Invesco PureBeta MSCI USA Small Cap ETF 3.9 6 4 5.6 +0.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.8 15 -5 8.0 +2.8
SMDY Syntax Stratified MidCap ETF 3.8 35 -25 6.8 +1.6
VT Vanguard Total World Stock ETF 3.8 8 2 6.3 +1.1
NULG Nuveen ESG Large-Cap Growth ETF 3.8 25 -15 4.7 -0.5
MDY SPDR S&P Midcap 400 ETF Trust 3.8 23 -13 7.3 +2.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 3.8 35 -25 7.4 +2.3
JHMM John Hancock Multifactor Mid Cap ETF 3.8 41 -31 6.7 +1.5
IJH iShares Core S&P Mid-Cap ETF 3.8 5 5 7.5 +2.3
SPMD SPDR Portfolio Mid Cap ETF 3.8 5 5 7.5 +2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.8 20 -10 6.8 +1.7
RWK Invesco S&P MidCap 400 Revenue ETF 3.8 39 -29 9.2 +4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 3.7 10 0 7.4 +2.2
RUFF Alpha Dog ETF 3.7 90 -80 4.8 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 3.7 12 -2 7.4 +2.2
GURU Global X Guru Index ETF 3.7 75 -65 1.4 -3.8
SFYF SoFi 50 ETF 3.7 29 -19 -2.4 -7.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.7 46 -36 6.9 +1.7
MTUM iShares MSCI USA Momentum Factor ETF 3.7 15 -5 5.4 +0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.7 9 1 5.0 -0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.7 15 -5 7.8 +2.6
ACWF iShares MSCI Global Multifactor ETF 3.7 35 -25 9.2 +4.0
SCHM Schwab U.S. Mid-Cap ETF 3.7 4 6 6.4 +1.2
FMIL Fidelity New Millennium ETF 3.6 59 -49 6.7 +1.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.6 40 -30 7.3 +2.1
KROP Global X AgTech & Food Innovation ETF 3.6 50 -40 2.2 -3.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.6 29 -19 8.1 +2.9
VB Vanguard Small-Cap ETF 3.6 5 5 6.1 +0.9
EES WisdomTree SmallCap Earnings Fund 3.6 38 -28 10.1 +4.9
GNR SPDR S&P Global Natural Resources ETF 3.6 40 -30 7.8 +2.6
IWM iShares Russell 2000 ETF 3.5 19 -9 1.5 -3.7
GENY Principal Millennials Index ETF 3.5 45 -35 7.5 +2.3
STLG iShares Factors US Growth Style ETF 3.5 25 -15 7.9 +2.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.5 25 -15 6.0 +0.8
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 3.5 35 -25 8.4 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 3.5 18 -8 8.2 +3.0
MDYV SPDR S&P 400 Mid Cap Value ETF 3.5 15 -5 8.2 +3.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.5 15 -5 8.2 +3.0
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 3.5 19 -9 8.0 +2.8
SCHA Schwab U.S. Small-Cap ETF 3.5 4 6 5.5 +0.3
MILN Global X Millennial Consumer ETF 3.5 50 -40 3.2 -2.0
VTWO Vanguard Russell 2000 Index Fund 3.5 10 0 1.7 -3.5
SSLY Syntax Stratified SmallCap ETF 3.5 40 -30 7.3 +2.1
FSMD Fidelity Small-Mid Factor ETF 3.5 29 -19 8.4 +3.2
KLDW Gavekal Knowledge Leaders Developed World ETF 3.5 75 -65 0.0 -5.2
SPHQ Invesco S&P 500 Quality ETF 3.5 15 -5 6.9 +1.7
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 3.4 17 -7 5.5 +0.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.4 39 -29 9.0 +3.8
BAD B.A.D. ETF 3.4 75 -65 3.0 -2.2
FLDZ RiverNorth Volition America Patriot ETF 3.4 70 -60 5.6 +0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.4 7 3 5.6 +0.4
IWO iShares Russell 2000 Growth ETF 3.4 24 -14 1.0 -4.2
IVEG iShares Emergent Food and AgTech Multisector ETF 3.4 47 -37 6.0 +0.8
VTWG Vanguard Russell 2000 Growth Index Fund 3.4 15 -5 1.0 -4.2
XJH iShares ESG Screened S&P Mid-Cap ETF 3.3 12 -2 7.6 +2.4
CGGR Capital Group Growth ETF 3.3 39 -29 4.6 -0.6
CGUS Capital Group Core Equity ETF 3.3 33 -23 6.1 +0.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 4 1.5 -3.7
ESGG FlexShares STOXX Global ESG Impact Index Fund 3.3 42 -32 5.9 +0.7
FTRI First Trust Indxx Global Natural Resources Income ETF 3.3 70 -60 16.5 +11.3
ICAP InfraCap Equity Income Fund ETF 3.2 80 -70 8.5 +3.3
OALC OneAscent Large Cap Core ETF 3.2 76 -66 6.1 +0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 3.2 60 -50 7.6 +2.4
NUSC Nuveen ESG Small-Cap ETF 3.2 30 -20 5.7 +0.5
SPVM Invesco S&P 500 Value with Momentum ETF 3.1 39 -29 8.7 +3.5
EZM WisdomTree U.S. MidCap Earnings Fund 3.1 38 -28 9.8 +4.7
FYX First Trust Small Cap Core AlphaDEX Fund 3.1 63 -53 8.4 +3.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.1 39 -29 4.3 -0.9
TPSC Timothy Plan US Small Cap Core ETF 3.1 52 -42 8.3 +3.1
VXF Vanguard Extended Market Index Fund 3.1 6 4 2.6 -2.6
DON WisdomTree U.S. MidCap Dividend Fund 3.1 38 -28 8.4 +3.2
WLDR Affinity World Leaders Equity ETF 3.1 67 -57 9.0 +3.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.1 30 -20 8.1 +2.9
VBK Vanguard Small-Cap Growth Index Fund 3.0 7 3 2.5 -2.7
SFYX Sofi Next 500 ETF 3.0 0 10 6.6 +1.4
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 2.9 48 -38 7.5 +2.4
LUXE Emles Luxury Goods ETF 2.9 60 -50 4.1 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 2.9 43 -33 7.7 +2.5
VSL Volshares Large Capital ETF 2.9 65 -55 6.0 +0.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 2.8 69 -59 6.5 +1.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.8 25 -15 8.1 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.8 15 -5 8.1 +2.9
UGCE Uncommon Portfolio Design Core Equity ETF 2.8 65 -55 6.4 +1.2
IWN iShares Russell 2000 Value ETF 2.8 24 -14 2.2 -3.0
VTWV Vanguard Russell 2000 Value Index Fund 2.8 15 -5 2.6 -2.6
TMFX Motley Fool Next Index ETF 2.8 50 -40 3.7 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.8 39 -29 7.1 +1.9
SPGP Invesco S&P 500 GARP ETF 2.7 36 -26 8.0 +2.8
ZIG The Acquirers Fund 2.7 89 -79 12.5 +7.3
FFTY Innovator IBD 50 ETF 2.7 80 -70 7.0 +1.8
JHSC John Hancock Multifactor Small Cap ETF 2.7 42 -32 6.5 +1.3
ESIX SPDR S&P SmallCap 600 ESG ETF 2.6 12 -2 7.9 +2.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.6 15 -5 7.8 +2.6
MGK Vanguard Mega Cap Growth ETF 2.6 7 3 5.1 -0.1
QGRO American Century STOXX U.S. Quality Growth ETF 2.6 29 -19 7.6 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 2.6 70 -60 9.6 +4.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.6 85 -75 4.8 -0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.6 80 -70 6.5 +1.3
CWS AdvisorShares Focused Equity ETF 2.6 66 -56 5.8 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 2.6 38 -28 8.6 +3.4
DFND Siren DIVCON Dividend Defender ETF 2.5 150 -140 6.6 +1.4
PSC Principal U.S. Small Cap Index ETF 2.5 38 -28 7.2 +2.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 15 -5 7.6 +2.4
SLYV SPDR S&P 600 Small Cap Value ETF 2.5 15 -5 7.6 +2.4
IJS iShares S&P Small-cap 600 Value ETF 2.5 18 -8 7.6 +2.4
BTHM BlackRock Future U.S. Themes ETF 2.5 60 -50 6.0 +0.8
ETHO Etho Climate Leadership U.S. ETF 2.5 48 -38 4.6 -0.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.5 68 -58 4.1 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 -20 9.5 +4.3
IWP iShares Russell Mid-Cap Growth ETF 2.4 23 -13 4.3 -0.9
TMFG Motley Fool Global Opportunities ETF 2.4 85 -75 4.2 -1.0
VUG Vanguard Growth Index Fund 2.4 4 6 4.9 -0.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.4 35 -25 6.4 +1.2
RNMC Mid Cap US Equity Select ETF 2.4 60 -50 7.7 +2.5
DFSV Dimensional US Small Cap Value ETF 2.3 31 -21 8.7 +3.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.3 12 -2 6.8 +1.6
JRNY ALPS Global Travel Beneficiaries ETF 2.3 65 -55 0.8 -4.4
AVUV Avantis U.S. Small Cap Value ETF 2.3 25 -15 9.2 +4.0
USVT US Value ETF 2.3 49 -39 11.2 +6.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.3 75 -65 8.8 +3.7
WTV WisdomTree US Value Fund 2.3 12 -2 9.0 +3.8
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 -65 7.1 +1.9
NTZO Impact Shares MSCI Global Climate Select ETF 2.2 30 -20 5.8 +0.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.2 64 -54 7.4 +2.2
RNSC Small Cap US Equity Select ETF 2.2 60 -50 8.4 +3.2
EPRE First Trust TCW ESG Premier Equity ETF 2.1 85 -75 4.8 -0.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.1 30 -20 9.4 +4.3
JZRO Janus Henderson Net Zero Transition Resources ETF 2.1 60 -50 6.5 +1.3
CSML IQ Chaikin U.S. Small Cap ETF 2.1 35 -25 5.8 +0.6
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 -8 7.8 +2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 16 -6 8.0 +2.8
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 -5 7.9 +2.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 -2 5.9 +0.7
SCHG Schwab U.S. Large-Cap Growth ETF 2.0 4 6 4.6 -0.6
VFLQ Vanguard U.S. Liquidity Factor ETF 2.0 13 -3 1.9 -3.3
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -40 9.0 +3.8
NANR SPDR S&P North American Natural Resources ETF 2.0 35 -25 5.2 -0.0
ROSC Hartford Multifactor Small Cap ETF 2.0 34 -24 10.2 +5.0
FPX First Trust US IPO Index Fund 2.0 57 -47 2.5 -2.7
PDP Invesco DWA Momentum ETF 2.0 62 -52 5.0 -0.2
BUZZ VanEck Social Sentiment ETF 2.0 75 -65 0.5 -4.7
DTOX Amplify Cleaner Living ETF 1.9 59 -49 -0.9 -6.1
SQEW LeaderShares Equity Skew ETF 1.9 75 -65 6.3 +1.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 1.9 38 -28 9.4 +4.2
ISHP First Trust S-Network E-Commerce ETF 1.9 60 -50 4.1 -1.1
FDG American Century Focused Dynamic Growth ETF 1.9 45 -35 3.2 -2.0
RYLD Global X Russell 2000 Covered Call ETF 1.9 60 -50 1.2 -4.0
HOMZ Hoya Capital Housing ETF 1.9 30 -20 9.3 +4.1
MMLG First Trust Multi-Manager Large Growth ETF 1.8 85 -75 3.0 -2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 4 4.5 -0.7
PEJ Invesco Dynamic Leisure & Entertainment ETF 1.8 55 -45 0.9 -4.3
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 1.8 35 -25 8.2 +3.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.8 10 0 5.7 +0.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.7 60 -50 2.1 -3.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.7 63 -53 8.5 +3.3
SYLD Cambria Shareholder Yield ETF 1.7 59 -49 11.1 +5.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 49 -39 7.3 +2.1
IUSG iShares Core S&P US Growth ETF 1.7 4 6 5.7 +0.5
VOOG Vanguard S&P 500 Growth ETF 1.7 10 0 5.6 +0.4
IVW iShares S&P 500 Growth ETF 1.7 18 -8 5.5 +0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 6 5.7 +0.5
AFMC First Trust Active Factor Mid Cap ETF 1.7 65 -55 9.0 +3.8
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.7 69 -59 7.2 +2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -55 10.2 +5.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.7 10 0 5.6 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -61 2.7 -2.5
KONG Formidable Fortress ETF 1.7 89 -79 6.0 +0.8
SMMD iShares Russell 2500 ETF 1.7 15 -5 6.4 +1.2
CVY Invesco Zacks Multi-Asset Income ETF 1.6 100 -90 9.5 +4.3
AFSM First Trust Active Factor Small Cap ETF 1.6 77 -67 8.1 +2.9
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 72 -62 12.0 +6.8
SIXS 6 Meridian Small Cap Equity ETF 1.5 100 -90 9.3 +4.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 -25 10.6 +5.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.5 35 -25 8.2 +3.1
TMFC Motley Fool 100 Index ETF 1.5 50 -40 4.7 -0.5
AIEQ AI Powered Equity ETF 1.5 80 -70 3.5 -1.7
BFIT Global X Health & Wellness ETF 1.5 50 -40 6.0 +0.8
WDIV SPDR Global Dividend ETF 1.5 40 -30 8.9 +3.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.5 60 -50 8.8 +3.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -49 4.3 -0.9
VOT Vanguard Mid-Cap Growth Index Fund 1.5 7 3 4.1 -1.1
IVRA Invesco Real Assets ESG ETF 1.4 59 -49 4.9 -0.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.4 35 -25 8.7 +3.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.4 95 -85 2.4 -2.8
CTRU ARK Transparency ETF 1.4 55 -45 2.8 -2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 1.4 30 -20 9.6 +4.4
XMLV Invesco S&P MidCap Low Volatility ETF 1.4 25 -15 6.3 +1.1
SDEI Sound Equity Income ETF 1.4 45 -35 9.5 +4.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 -25 10.5 +5.3
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -35 4.0 -1.2
PKW Invesco Buyback Achievers ETF 1.3 64 -54 8.9 +3.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.3 59 -49 12.7 +7.5
HART IQ Healthy Hearts ETF 1.3 45 -35 5.2 -0.0
NZRO Strategy Shares Halt Climate Change ETF 1.3 95 -85 1.9 -3.3
CACG ClearBridge All Cap Growth ETF 1.3 53 -43 4.3 -0.9
PY Principal Shareholder Yield Index ETF 1.3 15 -5 10.4 +5.2
NIFE Direxion Fallen Knives ETF 1.3 50 -40 -6.1 -11.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -70 8.9 +3.7
FOVL iShares Focused Value Factor ETF 1.2 25 -15 11.8 +6.6
BECO BlackRock Future Climate and Sustainable Economy ETF 1.2 70 -60 4.9 -0.3
FEVR Inspire Faithward Large Cap Momentum ESG ETF 1.2 85 -75 4.8 -0.4
SMDV ProShares Russell 2000 Dividend Growers ETF 1.2 41 -31 6.5 +1.3
ILCG iShares Morningstar Growth ETF 1.2 4 6 4.5 -0.7
FTHI First Trust High Income ETF 1.2 85 -75 5.9 +0.7
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.2 25 -15 9.7 +4.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.2 15 -5 6.8 +1.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 -7 6.7 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 15 -5 6.7 +1.5
BLES Inspire Global Hope Large Cap ETF 1.2 52 -42 5.7 +0.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 -15 7.5 +2.3
QVAL Alpha Architect U.S. Quantitative Value ETF 1.1 49 -39 13.0 +7.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 52 -42 5.7 +0.5
RYJ Invesco Raymond James SB-1 Equity ETF 1.1 75 -65 3.6 -1.6
CZA Invesco Zacks Mid-Cap ETF 1.1 69 -59 6.3 +1.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 -45 4.5 -0.7
SXUS Janus Henderson International Sustainable Equity ETF 1.0 60 -50 4.2 -1.0
EATV VegTech Plant-based Innovation & Climate ETF 1.0 75 -65 -4.1 -9.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.0 41 -31 6.3 +1.1
SVAL iShares US Small Cap Value Factor ETF 0.9 20 -10 10.3 +5.2
VAMO Cambria Value & Momentum ETF 0.9 64 -54 9.8 +4.6
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.9 18 -8 5.9 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 -60 4.4 -0.8
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 -29 8.9 +3.7
VNSE Natixis Vaughan Nelson Select ETF 0.8 80 -70 3.7 -1.5
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.8 108 -98 6.5 +1.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 -20 9.1 +3.9
SLT Pacer Salt High truBeta US Market ETF 0.8 60 -50 0.0 -5.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.7 50 -40 3.1 -2.1
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -49 2.5 -2.7
XMMO Invesco S&P MidCap Momentum ETF 0.7 33 -23 7.6 +2.4
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 -50 4.4 -0.8
BIBL Inspire ETF 0.7 35 -25 5.5 +0.3
GSFP Goldman Sachs Future Planet Equity ETF 0.7 75 -65 3.8 -1.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 -25 9.1 +3.9
DWLD Davis Select Worldwide ETF 0.6 63 -53 7.3 +2.1
MDCP VictoryShares THB Mid Cap ESG ETF 0.6 55 -45 6.0 +0.8
ERTH Invesco MSCI Sustainable Future ETF 0.6 55 -45 4.2 -1.0
EVX VanEck Environmental Services ETF 0.6 55 -45 3.1 -2.1
VCLN Virtus Duff & Phelps Clean Energy ETF 0.6 59 -49 0.0 -5.2
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -19 9.4 +4.2
KSCD KFA Small Cap Quality Dividend Index ETF 0.6 51 -41 6.4 +1.2
WGRO WisdomTree U.S. Growth & Momentum Fund 0.6 55 -45 7.1 +1.9
FDM First Trust Dow Jones Select Microcap Index Fund 0.6 60 -50 8.0 +2.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 39 -29 9.6 +4.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.6 60 -50 10.5 +5.3
KOIN Innovation Shares NextGen Protocol ETF 0.6 75 -65 6.8 +1.6
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 -60 6.7 +1.5
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 -29 11.8 +6.6
IWC iShares Micro-Cap ETF 0.5 60 -50 -21.9 -27.1
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 -4 7.4 +2.2
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -79 6.4 +1.2
DEEP Roundhill Acquirers Deep Value ETF 0.5 80 -70 12.4 +7.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.5 45 -35 3.4 -1.8
SQLV Legg Mason Small-Cap Quality Value 0.5 61 -51 9.7 +4.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.4 60 -50 7.9 +2.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -49 12.3 +7.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.4 85 -75 6.9 +1.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.3 85 -75 6.5 +1.3
ABEQ Absolute Core Strategy ETF 0.3 85 -75 4.6 -0.6
OSCV Opus Small Cap Value Plus ETF 0.3 79 -69 5.2 +0.1
WRND IQ Global Equity R&D Leaders ETF 0.3 18 -8 7.5 +2.3
IPO Renaissance IPO ETF 0.2 60 -50 6.7 +1.5
ARB AltShares Merger Arbitrage ETF 0.2 67 -57 7.5 +2.3
IETC iShares Evolved U.S. Technology ETF 0.2 18 -8 5.3 +0.1
BFTR Future Innovators ETF 0.2 80 -70 -3.3 -8.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -50 10.8 +5.6
ACTV LeaderShares Activist Leaders ETF 0.2 75 -65 8.0 +2.8
CLMA iClima Global Decarbonization Transition Leaders ETF 0.2 65 -55 2.2 -3.0
XMHQ Invesco S&P MidCap Quality ETF 0.1 25 -15 8.2 +3.0
VEGN US Vegan Climate ETF 0.1 60 -50 5.6 +0.4
FFND Future Fund Active ETF 0.1 101 -91 2.2 -3.0
ERSX ERShares NextGen Entrepreneurs ETF 0.1 75 -65 6.1 +0.9
ALFA AlphaClone Alternative Alpha ETF 0.1 65 -55 4.0 -1.2
MGMT Ballast Small/Mid Cap ETF 0.1 110 -100 8.5 +3.3
GRZZ Grizzle Growth ETF 0.1 75 -65 6.5 +1.3
MEME Roundhill MEME ETF 0.1 69 -59 -3.6 -8.8
ZGEN Generation Z ETF 0.1 60 -50 -5.6 -10.8
IEFN iShares Evolved U.S. Financials ETF 0.0 18 -8 9.1 +3.9

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
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

Content on this tab for subscribers only

VALUATION METRICS
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Vanguard Consumer Staples Index Fund
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 24.4 %
Divided by: Fwd. P/BV 4.6 x
Less: Expense ratio 10 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.58 CATEGORY
AVERAGE
1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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