Vanguard Financials Index Fund
ALTAR
Score™		 8.3% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 12.8x P/Sales
ratio		 2.4x
P/BV
ratio		 1.5x Div.
yield		 2.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Vanguard Financials ETF seeks to track the performance of the MSCI US Investable Market Financials Index.

FUND BASICS
Category US Equities
Fund Sponsor Vanguard Group Inc/The
Website www.vanguard.com
Inception date Jan 26, 2004
Assets (mns) $9,370
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 381
Wgt avg mkt cap (mns) $160,825
Large cap (>$10bn) 85.9%
Mid cap ($2-10bn) 10.9%
Small cap (<$2bn) 3.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
JPMORGAN CHASE & CO 8.5 %
BERKSHIRE HATHAWAY INC-CL B 8.3 %
BANK OF AMERICA CORP 5.4 %
WELLS FARGO & CO 3.7 %
MORGAN STANLEY 2.6 %
S&P GLOBAL, INC. 2.6 %
GOLDMAN SACHS GROUP INC 2.6 %
SCHWAB (CHARLES) CORP 2.4 %
BLACKROCK INC 2.3 %
AMERICAN EXPRESS CO 2.3 %
Total 40.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.2 %
SWITZERLAND 1.8 %
IRELAND 1.4 %
BERMUDA 1.1 %
BRITAIN 0.7 %
PUERTO RICO 0.2 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
7.8% -4.9% 6.2% 11.8% 5.3%

Market Correlations
versus... Beta R-squared
S&P500 1.10 78%
MSCI EAFE 1.12 80%
MSCI Emg. Mkts. 0.88 53%

Technical Indicators
Recent close $89.52
30d moving avg. $85.98
Annualized volatility 26.6%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.6%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 482
Turnover 0.5%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $16,706

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 696 potential alternatives to the Vanguard Financials Index Fund ETF based on the alternatives' overlap in portfolio holdings with VFH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VFH Expense: 10 bp ALTAR Score™: 8.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VFH
Ticker Fund
Name		 Overlap1
vs VFH
(%)		 Expense
ratio
(bp)		 Savings
vs VFH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs VFH
(%)
FNCL Fidelity MSCI Financials Index ETF 98.4 8 2 8.4 +0.0
IYF iShares U.S. Financials ETF 86.9 39 -29 7.7 -0.6
XLF Financial Select Sector SPDR Fund 79.6 10 0 7.9 -0.4
IYG iShares US Financial Services ETF 64.8 39 -29 7.6 -0.8
RYF Invesco S&P 500 Equal Weight Financials ETF 52.2 40 -30 8.1 -0.2
IXG iShares Global Financials ETF 50.8 40 -30 9.3 +0.9
DFNL Davis Select Financial ETF 33.6 62 -52 8.5 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 33.5 13 -3 11.5 +3.2
FXO First Trust Financials AlphaDEX Fund 33.3 61 -51 10.6 +2.3
KBWB Invesco KBW Bank ETF 30.7 35 -25 9.9 +1.5
FTXO First Trust Nasdaq Bank ETF 28.2 60 -50 10.4 +2.1
SNPV Xtrackers S&P ESG Value ETF 23.1 15 -5 7.2 -1.1
KCE SPDR S&P Capital Markets ETF 23.0 35 -25 8.5 +0.1
KBE SPDR S&P Bank ETF 22.5 35 -25 10.2 +1.9
DUSA Davis Select U.S. Equity ETF 21.9 61 -51 9.3 +0.9
GFGF Guru Favorite Stocks ETF 21.7 65 -55 6.7 -1.7
IWX iShares Russell Top 200 Value ETF 21.6 20 -10 7.4 -0.9
ESGS Columbia Sustainable U.S. Equity Income ETF 21.2 35 -25 7.8 -0.5
VYM Vanguard High Dividend Yield Index ETF 20.8 6 4 8.2 -0.2
VLU SPDR S&P 1500 Value Tilt ETF 20.8 12 -2 8.2 -0.2
DFUV Dimensional US Marketwide Value ETF 20.8 23 -13 8.7 +0.3
JAVA JPMorgan Active Value ETF 20.7 44 -34 6.7 -1.7
VTV Vanguard Value Index Fund 20.7 4 6 8.0 -0.4
VONV Vanguard Russell 1000 Value Index Fund 20.4 8 2 7.4 -0.9
IWD iShares Russell 1000 Value ETF 20.4 18 -8 7.3 -1.0
MGV Vanguard Mega Cap Value ETF 20.3 7 3 7.8 -0.5
VOOV Vanguard S&P 500 Value ETF 20.2 10 0 6.7 -1.6
IVE iShares S&P 500 Value ETF 20.2 18 -8 6.7 -1.7
SPYV SPDR Portfolio S&P 500 Value ETF 20.1 4 6 6.8 -1.6
IUSV iShares Core S&P U.S. Value ETF 20.1 4 6 6.9 -1.5
REVS Columbia Research Enhanced Value ETF 19.8 19 -9 8.9 +0.5
DIVB iShares Core Dividend 19.8 5 5 8.7 +0.4
KIE SPDR S&P Insurance ETF 19.5 35 -25 8.0 -0.4
PWV Invesco Dynamic Large Cap Value ETF 19.4 58 -48 8.5 +0.2
FBCV Fidelity Blue Chip Value ETF 19.2 59 -49 7.3 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 19.0 4 6 7.5 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 18.8 39 -29 7.6 -0.7
ILCV iShares Morningstar Value ETF 18.7 4 6 7.8 -0.6
DGRO iShares Core Dividend Growth ETF 18.5 8 2 7.5 -0.8
IWS iShares Russell Mid-Cap Value ETF 18.1 23 -13 7.1 -1.3
RDVY First Trust Rising Dividend Achievers ETF 18.0 50 -40 8.8 +0.5
PFI Invesco DWA Financial Momentum ETF 17.9 60 -50 7.5 -0.9
AVLV Avantis U.S. Large Cap Value ETF 17.9 15 -5 8.7 +0.3
EQRR ProShares Equities for Rising Rates ETF 17.5 35 -25 9.0 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 17.4 69 -59 10.3 +1.9
FTA First Trust Large Cap Value AlphaDEX Fund 17.4 59 -49 9.0 +0.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 17.2 25 -15 7.7 -0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 17.1 60 -50 6.6 -1.8
USVT US Value ETF 17.0 49 -39 11.0 +2.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 16.9 25 -15 7.6 -0.7
AVUS Avantis U.S. Equity ETF 16.3 15 -5 7.3 -1.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 16.2 35 -25 7.1 -1.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 16.2 35 -25 7.3 -1.1
DHS WisdomTree U.S. High Dividend Fund 16.0 38 -28 9.3 +1.0
VFVA Vanguard U.S. Value Factor ETF 15.9 13 -3 11.7 +3.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 15.9 35 -25 9.2 +0.8
SPXT ProShares S&P 500 Ex-Technology ETF 15.8 27 -17 6.6 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 15.8 35 -25 9.2 +0.8
DTD WisdomTree U.S.Total Dividend Fund 15.8 28 -18 7.7 -0.7
VIG Vanguard Dividend Appreciation Index Fund 15.5 6 4 6.7 -1.6
NULV Nuveen ESG Large-Cap Value ETF 15.5 25 -15 7.9 -0.4
FUNL CornerCap Fundametrics Large-Cap ETF 15.3 50 -40 8.3 -0.1
IAK iShares U.S. Insurance ETF 15.2 39 -29 7.5 -0.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 15.1 25 -15 6.8 -1.5
IMCV iShares Morningstar Mid-Cap Value ETF 15.1 6 4 8.5 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 15.1 29 -19 8.4 +0.0
EQWL Invesco Russell Top 200 Equal Weight ETF 14.9 25 -15 7.2 -1.1
EPS WisdomTree U.S. Earnings 500 Fund 14.9 8 2 7.8 -0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 14.8 75 -65 6.9 -1.5
VXF Vanguard Extended Market Index Fund 14.8 6 4 4.1 -4.2
AILV Alpha Intelligent - Large Cap Value ETF 14.7 85 -75 6.6 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 14.7 19 -9 7.0 -1.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 14.6 35 -25 7.7 -0.7
ESG FlexShares STOXX US ESG Impact Index Fund 14.5 32 -22 6.2 -2.1
NUDV Nuveen ESG Dividend ETF 14.5 25 -15 7.6 -0.8
FLV American Century Focused Large Cap Value ETF 14.5 42 -32 6.9 -1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 14.2 28 -18 7.4 -0.9
EQUL IQ Engender Equality ETF 14.2 45 -35 7.1 -1.2
RPV Invesco S&P 500 Pure Value ETF 14.2 35 -25 12.0 +3.6
JHMM John Hancock Multifactor Mid Cap ETF 14.2 41 -31 7.5 -0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 14.1 30 -20 6.2 -2.2
VB Vanguard Small-Cap ETF 14.1 5 5 5.8 -2.6
KRE SPDR S&P Regional Banking ETF 14.0 35 -25 9.5 +1.1
PBSM Invesco PureBeta MSCI USA Small Cap ETF 14.0 6 4 5.4 -3.0
FDVV Fidelity Core Dividend ETF 14.0 29 -19 7.5 -0.8
VOE Vanguard Mid-Cap Value Index Fund 14.0 7 3 8.2 -0.2
IWR iShares Russell Midcap ETF 13.8 18 -8 6.3 -2.1
FEX First Trust Large Cap Core AlphaDEX Fund 13.7 59 -49 7.5 -0.8
PFM Invesco Dividend Achievers ETF 13.6 53 -43 6.6 -1.7
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 13.6 17 -7 6.6 -1.8
JHML John Hancock Multifactor Large Cap ETF 13.5 29 -19 6.7 -1.7
WKLY SoFi Weekly Dividend ETF 13.5 49 -39 9.0 +0.7
FDL First Trust Morningstar Dividend Leaders Index Fund 13.5 45 -35 9.8 +1.4
IMCB iShares Morningstar Mid-Cap ETF 13.5 4 6 6.7 -1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 13.5 27 -17 5.9 -2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 13.4 4 6 6.7 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 13.2 9 1 6.6 -1.7
RSP Invesco S&P 500 Equal Weight ETF 13.2 20 -10 6.8 -1.6
MKEM Meakem Value and Inflation Screen 13.2 10 0 6.5 -1.8
QLC FlexShares US Quality Large Cap Index Fund 13.2 25 -15 7.2 -1.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 13.2 29 -19 8.0 -0.3
SIZE iShares MSCI USA Size Factor ETF 13.2 15 -5 6.6 -1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.2 20 -10 7.4 -1.0
FLDZ RiverNorth Volition America Patriot ETF 13.1 70 -60 6.6 -1.8
EQOP Natixis U.S. Equity Opportunities ETF 13.1 85 -75 5.9 -2.4
VBR Vanguard Small Cap Value Index Fund 13.1 7 3 8.4 +0.1
VEGN US Vegan Climate ETF 13.0 60 -50 5.8 -2.6
VO Vanguard Mid-Cap Index Fund 13.0 4 6 6.6 -1.8
SCHD Schwab U.S. Dividend Equity ETF 13.0 6 4 8.9 +0.6
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.0 49 -39 6.2 -2.1
IAI iShares U.S. Broker-Dealers ETF 13.0 39 -29 7.8 -0.6
PKW Invesco Buyback Achievers ETF 12.9 64 -54 8.7 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 12.7 11 -1 6.8 -1.6
DFAU Dimensional US Core Equity Market ETF 12.7 12 -2 6.6 -1.8
DEIF Sterling Capital Diverse Multi-Manager Active ETF 12.6 65 -55 7.2 -1.2
DFUS Dimensional U.S. Equity ETF 12.5 11 -1 6.4 -1.9
FMIL Fidelity New Millennium ETF 12.5 59 -49 6.6 -1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 12.5 9 1 6.5 -1.8
MOTE VanEck Morningstar ESG Moat ETF 12.5 49 -39 6.3 -2.1
JOET Virtus Terranova US Quality Momentum ETF 12.5 29 -19 6.8 -1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.4 29 -19 8.3 -0.1
XVV iShares ESG Screened S&P 500 ETF 12.3 8 2 6.4 -1.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 12.3 12 -2 6.9 -1.5
ESGV Vanguard ESG U.S. Stock ETF 12.3 9 1 6.2 -2.2
SPVM Invesco S&P 500 Value with Momentum ETF 12.2 39 -29 9.2 +0.9
QUS SPDR MSCI USA StrategicFactors ETF 12.1 15 -5 7.0 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 12.1 27 -17 6.2 -2.1
DEF Invesco Defensive Equity ETF 12.1 55 -45 6.5 -1.9
IWV iShares Russell 3000 ETF 12.1 20 -10 6.1 -2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 12.1 3 7 6.2 -2.2
VTHR Vanguard Russell 3000 Index Fund 12.0 10 0 6.2 -2.2
SCHB Schwab U.S. Broad Market ETF 12.0 3 7 6.3 -2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.0 20 -10 6.3 -2.1
IYY iShares Dow Jones U.S. ETF 11.9 20 -10 6.2 -2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 11.9 15 -5 6.1 -2.3
VTI Vanguard Total Stock Market Index Fund 11.9 3 7 6.1 -2.2
IWB iShares Russell 1000 ETF 11.9 15 -5 6.2 -2.1
VONE Vanguard Russell 1000 ETF 11.9 8 2 6.3 -2.0
SPTM SPDR Portfolio Total Stock Market ETF 11.9 3 7 6.6 -1.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 11.9 28 -18 6.9 -1.4
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 11.9 17 -7 8.2 -0.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 11.9 20 -10 6.9 -1.4
SCHK Schwab 1000 Index ETF 11.8 5 5 6.4 -2.0
RWL Invesco S&P 500 Revenue ETF 11.8 39 -29 7.4 -0.9
LRGF iShares Edge MSCI Multifactor USA ETF 11.8 8 2 7.4 -0.9
USXF iShares ESG Advanced MSCI USA ETF 11.8 10 0 6.1 -2.2
ILCB iShares Morningstar U.S. Equity ETF 11.8 3 7 6.4 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.8 20 -10 6.2 -2.2
ISCB iShares Morningstar Small-Cap ETF 11.7 4 6 5.0 -3.3
RESP WisdomTree US ESG Fund of Benef Interest 11.7 28 -18 7.4 -0.9
IAT iShares U.S. Regional Banks ETF 11.7 39 -29 9.4 +1.1
SCHX Schwab U.S. Large-Cap ETF 11.7 3 7 6.4 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.7 14 -4 6.3 -2.1
RNDV US Equity Dividend Select ETF 11.7 50 -40 9.1 +0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.7 2 8 6.4 -1.9
SPMV Invesco S&P 500 Minimum Variance ETF 11.6 10 0 6.4 -1.9
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 11.6 15 -5 6.4 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 11.6 10 0 6.4 -1.9
HLGE Hartford Longevity Economy ETF 11.6 44 -34 7.9 -0.5
IVV iShares Core S&P 500 ETF 11.6 3 7 6.5 -1.8
CATH Global X S&P 500 Catholic Values Custom ETF 11.6 29 -19 6.2 -2.2
LVOL American Century Low Volatility ETF 11.6 29 -19 6.2 -2.1
SNPE Xtrackers S&P 500 ESG ETF 11.6 10 0 6.7 -1.7
RNLC Large Cap US Equity Select ETF 11.6 60 -50 7.2 -1.2
SPY SPDR S&P 500 ETF Trust 11.6 9 1 6.5 -1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 11.6 10 0 6.5 -1.9
NULC Nuveen ESG Large-Cap ETF 11.5 20 -10 6.1 -2.2
SPLG SPDR Portfolio S&P 500 ETF 11.5 3 7 6.5 -1.8
VV Vanguard Large-Cap Index Fund 11.5 4 6 6.4 -2.0
VOTE Engine No. 1 Transform 500 ETF 11.5 5 5 6.3 -2.1
ADME Aptus Drawdown Managed Equity ETF 11.5 79 -69 5.9 -2.4
VOO VANGUARD S&P 500 ETF 11.5 3 7 6.5 -1.8
ONEY SPDR Russell 1000 Yield Focus ETF 11.4 20 -10 9.9 +1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.4 10 0 6.0 -2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 11.4 75 -65 6.0 -2.3
SIXA 6 Meridian Mega Cap Equity ETF 11.4 82 -72 8.1 -0.2
RECS Columbia Research Enhanced Core ETF 11.4 15 -5 7.4 -0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.4 29 -19 10.0 +1.7
SCHA Schwab U.S. Small-Cap ETF 11.3 4 6 5.3 -3.0
ACVF American Conservative Values ETF 11.3 75 -65 5.6 -2.7
SHE SPDR SSGA Gender Diversity Index ETF 11.3 20 -10 6.5 -1.8
PBUS Invesco PureBeta MSCI USA ETF 11.3 4 6 6.4 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 11.3 0 10 6.4 -2.0
FVAL Fidelity Value Factor ETF 11.3 29 -19 9.4 +1.0
CLRG IQ Chaikin U.S. Large Cap ETF 11.2 25 -15 6.5 -1.8
IWL iShares Russell Top 200 ETF 11.2 15 -5 6.3 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11.2 11 -1 6.3 -2.0
KRMA Global X Conscious Companies ETF 11.2 43 -33 6.5 -1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.1 7 3 6.3 -2.0
VLUE iShares MSCI USA Value Factor ETF 11.1 15 -5 11.4 +3.1
MGC Vanguard Mega Cap Index Fund 11.1 7 3 6.3 -2.1
STRV Strive 500 ETF 11.1 5 5 6.3 -2.0
SCHM Schwab U.S. Mid-Cap ETF 11.1 4 6 6.3 -2.0
JMOM JPMorgan U.S. Momentum Factor ETF 11.0 12 -2 7.1 -1.3
DEW WisdomTree Global High Dividend Fund 10.9 58 -48 10.4 +2.0
LGLV SPDR Russell 1000 Low Volatility ETF 10.9 12 -2 5.9 -2.4
ZECP Zacks Earnings Consistent Portfolio ETF 10.9 55 -45 6.5 -1.9
ESGU iShares MSCI USA ESG Optimized ETF 10.8 15 -5 6.3 -2.0
DFAT Dimensional U.S. Targeted Value ETF 10.8 29 -19 8.9 +0.6
ECOZ TrueMark ESG Active Opportunities ETF 10.8 58 -48 5.1 -3.2
VFMF Vanguard U.S. Multifactor ETF 10.7 18 -8 9.9 +1.6
ITAN Sparkline Intangible Value ETF 10.7 50 -40 7.4 -1.0
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 10.7 20 -10 8.3 -0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.6 10 0 6.0 -2.4
PY Principal Shareholder Yield Index ETF 10.6 15 -5 7.9 -0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 10.6 20 -10 8.6 +0.3
SPYD SPDR S&P 500 High Dividend ETF 10.5 7 3 9.8 +1.5
FLLV Franklin Liberty U.S. Low Volatility ETF 10.5 29 -19 6.3 -2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.5 20 -10 8.1 -0.2
DFAS Dimensional U.S. Small Cap ETF 10.5 28 -18 6.8 -1.5
OEF iShares S&P 100 ETF 10.4 20 -10 6.3 -2.0
RNMC Mid Cap US Equity Select ETF 10.4 60 -50 8.9 +0.6
JEPI JPMorgan Equity Premium Income ETF 10.3 35 -25 6.2 -2.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.3 7 3 9.7 +1.4
ISCV iShares Morningstar Small Cap Value ETF 10.3 6 4 7.8 -0.5
AFLG First Trust Active Factor Large Cap ETF 10.3 55 -45 7.7 -0.6
JQUA JPMorgan U.S. Quality Factor ETF 10.2 12 -2 7.0 -1.3
OALC OneAscent Large Cap Core ETF 10.1 76 -66 6.3 -2.0
FDRR Fidelity Dividend ETF for Rising Rates 10.0 29 -19 8.1 -0.2
DSI iShares MSCI KLD 400 Social ETF 10.0 25 -15 6.4 -1.9
WTV WisdomTree US Value Fund 9.9 12 -2 8.9 +0.6
HEET Hartford Schroders ESG US Equity ETF 9.9 39 -29 7.3 -1.1
DON WisdomTree U.S. MidCap Dividend Fund 9.8 38 -28 9.0 +0.7
GVIP Goldman Sachs Hedge Industry VIP ETF 9.8 45 -35 5.3 -3.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.8 10 0 6.6 -1.7
YLDE ClearBridge Dividend Strategy ESG ETF 9.8 59 -49 6.2 -2.1
MAGA Point Bridge GOP Stock Tracker ETF 9.8 72 -62 6.4 -1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.8 60 -50 6.7 -1.6
FDMO Fidelity Momentum Factor ETF 9.8 29 -19 6.5 -1.9
JVAL JPMorgan U.S. Value Factor ETF 9.7 12 -2 9.3 +1.0
QUAL iShares MSCI Usa Quality Factor ETF 9.7 15 -5 7.6 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.7 9 1 7.1 -1.3
SUSA iShares MSCI USA ESG Select ETF 9.6 25 -15 6.2 -2.2
ROCI ROC ETF 9.6 49 -39 5.3 -3.0
SSPY Syntax Stratified LargeCap ETF 9.6 30 -20 7.1 -1.2
SFY SoFi Select 500 ETF 9.6 0 10 6.6 -1.8
FDLO Fidelity Low Volatility Factor ETF 9.6 29 -19 6.3 -2.0
GSPY Gotham Enhanced 500 ETF 9.6 50 -40 7.1 -1.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 9.5 55 -45 6.6 -1.7
MOTG VanEck Morningstar Global Wide Moat ETF 9.5 52 -42 6.8 -1.5
BKUS BNY Mellon Sustainable US Equity ETF 9.5 60 -50 5.6 -2.7
SPMO Invesco S&P 500 Momentum ETF 9.5 13 -3 7.5 -0.8
YPS Arrow Reverse Cap 500 ETF 9.4 29 -19 6.3 -2.1
VFQY Vanguard U.S. Quality Factor ETF 9.4 13 -3 8.4 +0.1
BFOR Barron's 400 ETF 9.4 65 -55 9.6 +1.2
ABEQ Absolute Core Strategy ETF 9.4 85 -75 5.0 -3.3
EDOW First Trust Dow 30 Equal Weight ETF 9.3 50 -40 7.1 -1.3
IVLC Invesco US Large Cap Core ESG ETF 9.3 48 -38 6.4 -1.9
VDNI V-Shares US Leadership Diversity ETF 9.1 29 -19 6.6 -1.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.1 48 -38 7.4 -0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.1 25 -15 6.3 -2.1
ROUS Hartford Multifactor US Equity ETF 9.0 19 -9 8.3 -0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.0 19 -9 7.5 -0.8
AIEQ AI Powered Equity ETF 9.0 75 -65 -0.2 -8.6
IQSU IQ Candriam ESG US Equity ETF 8.9 9 1 6.1 -2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.9 70 -60 6.0 -2.3
ICAP InfraCap Equity Income Fund ETF 8.9 80 -70 9.2 +0.9
KBWP Invesco KBW Property & Casualty Insurance ETF 8.9 35 -25 6.7 -1.6
DVY iShares Select Dividend ETF 8.8 39 -29 8.8 +0.4
EZM WisdomTree U.S. MidCap Earnings Fund 8.8 38 -28 10.6 +2.3
TMFC Motley Fool 100 Index ETF 8.8 50 -40 5.2 -3.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8.8 7 3 5.6 -2.8
SFYX Sofi Next 500 ETF 8.8 0 10 6.6 -1.7
EQAL Invesco Russell 1000 Equal Weight ETF 8.8 20 -10 6.6 -1.7
JSTC Adasina Social Justice All Cap Global ETF 8.7 89 -79 6.3 -2.0
USMV iShares Edge MSCI Min Vol USA ETF 8.7 15 -5 6.7 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 8.7 4 6 5.9 -2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.7 52 -42 6.2 -2.2
TPLC Timothy Plan US Large Cap Core ETF 8.7 52 -42 6.7 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 8.7 6 4 5.1 -3.3
CVY Invesco Zacks Multi-Asset Income ETF 8.7 100 -90 12.1 +3.7
DWLD Davis Select Worldwide ETF 8.6 62 -52 8.4 +0.0
VSLU Applied Finance Valuation Large Cap ETF 8.6 49 -39 7.7 -0.7
DIA SPDR Dow Jones Industrial Average ETF Trust 8.6 16 -6 6.8 -1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.6 12 -2 6.5 -1.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 8.5 17 -7 5.3 -3.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.5 18 -8 8.5 +0.2
SDGA Impact Shares Sustainable Development Goals Global ETF 8.5 75 -65 7.7 -0.7
MTUM iShares MSCI USA Momentum Factor ETF 8.4 15 -5 7.8 -0.5
SUBS Fount Subscription Economy ETF 8.4 70 -60 5.2 -3.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.4 75 -65 10.1 +1.7
FSST Fidelity Sustainability U.S. Equity ETF 8.4 59 -49 6.0 -2.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 8.4 25 -15 6.7 -1.7
MOAT VanEck Morningstar Wide Moat ETF 8.3 47 -37 5.8 -2.6
NACP Impact Shares NAACP Minority Empowerment ETF 8.3 49 -39 6.3 -2.0
FDWM Fidelity Women's Leadership ETF 8.2 59 -49 5.9 -2.4
SPLV Invesco S&P 500 Low Volatility ETF 8.2 25 -15 6.3 -2.1
TOK iShares MSCI Kokusai ETF 8.2 25 -15 6.7 -1.7
FSMD Fidelity Small-Mid Factor ETF 8.2 29 -19 8.5 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.2 65 -55 7.6 -0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 8.1 9 1 6.9 -1.4
ACWF iShares MSCI Global Multifactor ETF 8.1 35 -25 9.6 +1.3
VTWO Vanguard Russell 2000 Index Fund 8.0 10 0 4.3 -4.0
IWM iShares Russell 2000 ETF 8.0 19 -9 4.2 -4.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.0 38 -28 7.0 -1.4
SMMD iShares Russell 2500 ETF 8.0 15 -5 6.1 -2.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.9 24 -14 8.8 +0.5
IUS Invesco Strategic US ETF 7.9 19 -9 7.7 -0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.9 60 -50 2.7 -5.6
FNX First Trust Mid Cap Core AlphaDEX Fund 7.9 59 -49 8.5 +0.2
XLG Invesco S&P 500 Top 50 ETF 7.8 20 -10 6.1 -2.3
SPGP Invesco S&P 500 GARP ETF 7.7 36 -26 9.5 +1.2
PZLD Puzzle Divdend Leaders 7.7 10 0 7.4 -0.9
URTH iShares MSCI World ETF 7.7 24 -14 6.9 -1.5
PSET Principal Price Setters Index ETF 7.7 15 -5 7.0 -1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 7.6 20 -10 7.6 -0.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 7.6 37 -27 8.7 +0.3
FOVL iShares Focused Value Factor ETF 7.6 25 -15 11.3 +2.9
FPAG FPA Global Equity ETF 7.5 49 -39 6.4 -2.0
DURA VanEck Morningstar Durable Dividend ETF 7.3 29 -19 8.8 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 7.2 39 -29 10.4 +2.1
STLV iShares Factors US Value Style ETF 7.2 25 -15 9.8 +1.4
DIVZ TrueShares Low Volatility Equity Income ETF 7.2 65 -55 10.0 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 7.2 24 -14 8.4 +0.0
CGUS Capital Group Core Equity ETF 7.1 33 -23 6.6 -1.7
GVLU Gotham 1000 Value ETF 7.1 50 -40 10.8 +2.4
QDF FlexShares Quality Dividend Index Fund 7.1 37 -27 8.1 -0.3
QWLD SPDR MSCI World StrategicFactors ETF 7.1 30 -20 7.4 -0.9
ETHO Etho Climate Leadership U.S. ETF 7.0 47 -37 4.8 -3.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.0 60 -50 10.2 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 7.0 13 -3 4.3 -4.0
IWN iShares Russell 2000 Value ETF 6.9 23 -13 5.8 -2.6
VTWV Vanguard Russell 2000 Value Index Fund 6.9 15 -5 5.8 -2.5
ESGG FlexShares STOXX Global ESG Impact Index Fund 6.9 42 -32 6.9 -1.4
FVD First Trust Value Line Dividend Index Fund 6.9 67 -57 6.5 -1.9
FQAL Fidelity Quality Factor ETF 6.9 29 -19 7.6 -0.8
BPAY BlackRock Future Financial and Technology ETF 6.9 70 -60 9.4 +1.0
VT Vanguard Total World Stock ETF 6.9 7 3 6.9 -1.4
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 6.9 12 -2 6.7 -1.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.9 68 -58 -0.5 -8.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.9 65 -55 8.7 +0.4
ACWI iShares MSCI ACWI ETF 6.8 32 -22 7.0 -1.4
SYLD Cambria Shareholder Yield ETF 6.8 59 -49 11.8 +3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.8 20 -10 7.3 -1.0
AUSF Global X Adaptive U.S. Factor ETF 6.8 27 -17 7.8 -0.6
AVUV Avantis U.S. Small Cap Value ETF 6.7 25 -15 10.3 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 6.7 22 -12 6.5 -1.9
RUFF Alpha Dog ETF 6.7 90 -80 6.0 -2.4
HOMZ Hoya Capital Housing ETF 6.7 30 -20 9.3 +1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.7 9 1 6.8 -1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.7 15 -5 8.0 -0.4
IJH iShares Core S&P Mid-Cap ETF 6.7 5 5 7.8 -0.5
SPMD SPDR Portfolio Mid Cap ETF 6.7 5 5 7.8 -0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 6.7 10 0 7.8 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 6.7 22 -12 7.6 -0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 6.7 12 -2 7.6 -0.7
EWMC Invesco S&P MidCap 400 Equal Weight ETF 6.6 40 -30 7.6 -0.8
MBOX Freedom Day Dividend ETF 6.6 39 -29 8.5 +0.1
RFFC RiverFront Dynamic US Flex-Cap ETF 6.5 52 -42 6.6 -1.7
BOSS Global X Founder-Run Companies ETF 6.4 45 -35 3.5 -4.9
DFSV Dimensional US Small Cap Value ETF 6.3 31 -21 8.3 -0.0
GDIV Harbor Dividend Growth Leaders ETF 6.3 50 -40 7.4 -1.0
SPHB Invesco S&P 500 High Beta ETF 6.3 25 -15 3.7 -4.6
ALTL Pacer Lunt Large Cap Alternator ETF 6.3 60 -50 5.9 -2.4
ISMD Inspire Small/Mid Cap Impact ETF 6.3 48 -38 6.0 -2.3
HKND Humankind US Stock ETF 6.2 11 -1 8.1 -0.3
HVAL ALPS Hillman Active Value ETF 6.2 55 -45 7.6 -0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 6.2 37 -27 7.3 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.1 25 -15 7.6 -0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.0 18 -8 6.4 -1.9
FNK First Trust Mid Cap Value AlphaDEX Fund 6.0 70 -60 11.7 +3.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.0 30 -20 8.5 +0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.0 60 -50 12.9 +4.6
MDYV SPDR S&P 400 Mid Cap Value ETF 5.9 15 -5 8.6 +0.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.9 15 -5 8.6 +0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.9 18 -8 8.5 +0.2
EGIS 2nd Vote Society Defended ETF 5.9 75 -65 7.1 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 5.9 39 -29 5.2 -3.1
DGT SPDR Global Dow ETF 5.9 50 -40 8.1 -0.3
SDGS Newday Sustainable Development Equity ETF 5.8 75 -65 6.4 -1.9
USMF WisdomTree U.S. Multifactor Fund 5.6 28 -18 8.7 +0.4
JHSC John Hancock Multifactor Small Cap ETF 5.6 42 -32 6.5 -1.8
FLRG Fidelity U.S. Multifactor ETF 5.6 29 -19 8.2 -0.2
RYJ Invesco Raymond James SB-1 Equity ETF 5.6 81 -71 5.2 -3.2
KOCG FIS Knights of Columbus Global Belief ETF 5.5 75 -65 7.8 -0.6
VUSE Vident Core US Equity Fund 5.5 50 -40 8.6 +0.3
SMDY Syntax Stratified MidCap ETF 5.5 35 -25 7.5 -0.8
BUZZ VanEck Social Sentiment ETF 5.5 75 -65 0.9 -7.4
ACSI American Customer Satisfaction Core Alpha ETF 5.4 65 -55 4.2 -4.1
WBIY WBI Power Factor High Dividend ETF 5.4 70 -60 11.7 +3.4
IOO iShares Global 100 ETF 5.4 40 -30 7.1 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 5.4 30 -20 8.9 +0.6
DIVS SmartETFs Dividend Builder ETF 5.3 65 -55 5.9 -2.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 5.3 30 -20 8.7 +0.3
TTAC TrimTabs US Free Cash Flow Quality ETF 5.3 59 -49 7.7 -0.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.3 85 -75 7.3 -1.0
IWP iShares Russell Mid-Cap Growth ETF 5.3 23 -13 5.3 -3.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.3 15 -5 8.0 -0.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.2 60 -50 10.9 +2.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 5.2 50 -40 2.9 -5.4
VAMO Cambria Value & Momentum ETF 5.1 64 -54 11.6 +3.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.1 35 -25 6.6 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.0 9 1 4.6 -3.8
NVQ QRAFT AI-Enhanced US Next Value ETF 5.0 75 -65 11.5 +3.2
RWK Invesco S&P MidCap 400 Revenue ETF 5.0 39 -29 9.9 +1.6
BTHM BlackRock Future U.S. Themes ETF 5.0 60 -50 6.3 -2.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.0 80 -70 6.4 -2.0
STCE Schwab Crypto Thematic ETF 5.0 30 -20 -3.1 -11.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.0 15 -5 8.2 -0.1
PWC Invesco Dynamic Market ETF 4.9 60 -50 7.7 -0.7
SDY SPDR S&P Dividend ETF 4.9 35 -25 6.7 -1.7
YALL God Bless America ETF 4.9 65 -55 4.2 -4.2
CGGR Capital Group Growth ETF 4.8 39 -29 4.6 -3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.8 55 -45 4.3 -4.0
ILCG iShares Morningstar Growth ETF 4.8 4 6 5.3 -3.0
SDEI Sound Equity Income ETF 4.8 45 -35 10.1 +1.8
FLQL Franklin LibertyQ U.S. Equity ETF 4.8 15 -5 8.1 -0.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.7 64 -54 7.4 -1.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.7 108 -98 3.8 -4.5
KNGS UPHOLDINGS Compound Kings ETF 4.7 60 -50 4.7 -3.7
DSTL Distillate US Fundamental Stability & Value ETF 4.6 39 -29 8.2 -0.2
VNSE Natixis Vaughan Nelson Select ETF 4.6 80 -70 4.4 -3.9
GURU Global X Guru Index ETF 4.6 75 -65 4.6 -3.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.5 63 -53 4.9 -3.4
SDOG ALPS Sector Dividend Dogs ETF 4.5 40 -30 10.2 +1.9
VOT Vanguard Mid-Cap Growth Index Fund 4.5 7 3 5.1 -3.3
CSML IQ Chaikin U.S. Small Cap ETF 4.5 35 -25 5.9 -2.4
LEAD Siren DIVCON Leaders Dividend ETF 4.5 43 -33 6.7 -1.7
DES WisdomTree U.S. SmallCap Dividend Fund 4.4 38 -28 9.1 +0.7
AQGX AI Quality Growth ETF 4.4 97 -87 5.3 -3.1
QDIV Global X S&P 500 Quality Dividend ETF 4.4 20 -10 9.2 +0.8
LYFE 2nd Vote Life Neutral Plus ETF 4.4 75 -65 7.2 -1.1
BLES Inspire Global Hope Large Cap ETF 4.4 49 -39 6.9 -1.5
LRGE ClearBridge Large Cap Growth ESG ETF 4.4 59 -49 4.1 -4.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 4.4 21 -11 4.5 -3.8
DFND Siren DIVCON Dividend Defender ETF 4.4 150 -140 5.9 -2.5
DUHP Dimensional US High Profitability ETF 4.3 22 -12 8.6 +0.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.3 85 -75 5.7 -2.7
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 -25 6.8 -1.6
NUSC Nuveen ESG Small-Cap ETF 4.3 30 -20 5.3 -3.1
CZA Invesco Zacks Mid-Cap ETF 4.3 69 -59 6.9 -1.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.3 15 -5 6.9 -1.5
SMOT VanEck Morningstar SMID Moat ETF 4.2 49 -39 8.2 -0.2
AVSC Avantis U.S Small Cap Equity ETF 4.2 25 -15 4.9 -3.4
RAYD Rayliant Quantitative Developed Market Equity ETF 4.2 80 -70 9.3 +1.0
FYX First Trust Small Cap Core AlphaDEX Fund 4.2 61 -51 8.4 +0.0
TMDV ProShares Russell US Dividend Growers ETF 4.2 36 -26 6.2 -2.2
KBWR Invesco KBW Regional Banking ETF 4.2 35 -25 9.0 +0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.2 15 -5 12.9 +4.5
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 4.2 45 -35 6.4 -2.0
SPDV AAM S&P 500 High Dividend Value ETF 4.1 29 -19 10.8 +2.5
QABA First Trust NASDAQ ABA Community Bank Index Fund 4.1 60 -50 8.7 +0.4
SVAL iShares US Small Cap Value Factor ETF 4.1 20 -10 10.9 +2.6
XDAT Franklin Exponential Data ETF 4.1 50 -40 4.2 -4.2
VALQ American Century STOXX U.S. Quality Value ETF 4.1 29 -19 10.0 +1.7
PZLG Puzzle Mature Growth 4.0 10 0 6.2 -2.1
NULG Nuveen ESG Large-Cap Growth ETF 4.0 25 -15 5.1 -3.2
FTC First Trust Large Cap Growth AlphaDEX Fund 4.0 59 -49 6.2 -2.1
IUSG iShares Core S&P US Growth ETF 3.9 4 6 6.9 -1.5
WGRO WisdomTree U.S. Growth & Momentum Fund 3.9 55 -45 7.5 -0.9
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -55 9.3 +1.0
SRHQ SRH U.S. Quality ETF 3.9 35 -25 8.6 +0.2
WLDR Affinity World Leaders Equity ETF 3.9 67 -57 10.1 +1.7
ACWV iShares MSCI Global Min Vol Factor ETF 3.9 20 -10 8.4 +0.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.8 29 -19 7.9 -0.4
PDP Invesco DWA Momentum ETF 3.8 62 -52 5.6 -2.8
RNSC Small Cap US Equity Select ETF 3.8 60 -50 8.0 -0.3
PWB Invesco Dynamic Large Cap Growth ETF 3.7 56 -46 5.2 -3.1
BCDF Horizon Kinetics Blockchain Development ETF 3.6 85 -75 1.7 -6.7
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 3.6 39 -29 6.7 -1.6
IVW iShares S&P 500 Growth ETF 3.6 18 -8 6.7 -1.6
TPHD Timothy Plan High Dividend Stock ETF 3.6 52 -42 7.2 -1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.6 52 -42 6.8 -1.5
VOOG Vanguard S&P 500 Growth ETF 3.6 10 0 6.8 -1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 3.6 4 6 6.9 -1.5
PSCF Invesco S&P SmallCap Financials ETF 3.5 29 -19 9.6 +1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.5 5 5 7.6 -0.8
IJR iShares Core S&P Small Cap ETF 3.5 6 4 7.6 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 3.5 10 0 7.5 -0.8
SLY SPDR S&P 600 Small Cap ETF 3.5 15 -5 7.5 -0.9
XJR iShares ESG Screened S&P Small-Cap ETF 3.5 12 -2 7.2 -1.2
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 3.5 40 -30 6.8 -1.5
CWS AdvisorShares Focused Equity ETF 3.5 66 -56 6.3 -2.0
FCPI Fidelity Stocks for Inflation ETF 3.5 29 -19 10.2 +1.8
IETC iShares Evolved U.S. Technology ETF 3.5 18 -8 5.9 -2.5
NTZG Nuveen Global Net Zero Transition ETF 3.5 55 -45 5.9 -2.5
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 3.4 19 -9 7.8 -0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.4 82 -72 6.4 -2.0
QGRO American Century STOXX U.S. Quality Growth ETF 3.4 29 -19 7.5 -0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.4 15 -5 7.1 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.4 15 -5 7.0 -1.3
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 -7 7.0 -1.3
EES WisdomTree SmallCap Earnings Fund 3.4 38 -28 11.6 +3.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.4 52 -42 7.9 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 4 2.1 -6.3
BIDS Amplify Digital & Online Trading ETF 3.3 59 -49 7.2 -1.2
IYJ iShares U.S. Industrials ETF 3.3 39 -29 5.9 -2.5
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 3.3 36 -26 8.8 +0.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 3.3 35 -25 8.6 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.3 15 -5 7.9 -0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.3 30 -20 9.5 +1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.3 39 -29 8.0 -0.3
FYT First Trust Small Cap Value AlphaDEX Fund 3.2 71 -61 11.6 +3.3
AILG Alpha Intelligent - Large Cap Growth ETF 3.2 85 -75 4.4 -3.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.2 12 -2 7.0 -1.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.2 25 -15 10.0 +1.6
VONG Vanguard Russell 1000 Growth Index Fund 3.2 8 2 6.1 -2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.2 15 -5 7.2 -1.1
IWF iShares Russell 1000 Growth ETF 3.2 18 -8 6.0 -2.3
SNPG Xtrackers S&P 500 Growth ESG ETF 3.2 15 -5 6.7 -1.6
XMVM Invesco S&P MidCap Value with Momentum ETF 3.2 39 -29 12.1 +3.8
TPSC Timothy Plan US Small Cap Core ETF 3.1 52 -42 8.4 +0.0
TMFX Motley Fool Next Index ETF 3.1 50 -40 3.6 -4.7
DTEC ALPS Disruptive Technologies ETF 3.1 50 -40 4.4 -4.0
IPAY ETFMG Prime Mobile Payments ETF 3.1 75 -65 7.3 -1.1
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.1 60 -50 5.8 -2.5
SFYF SoFi 50 ETF 3.0 29 -19 -7.2 -15.5
IUSS Invesco Strategic US Small Company ETF 3.0 23 -13 6.8 -1.5
AHOY Newday Ocean Health ETF 2.9 75 -65 6.3 -2.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.9 30 -20 9.7 +1.4
HDV iShares Core High Dividend ETF 2.9 8 2 9.7 +1.4
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 40 -30 5.1 -3.3
FDG American Century Focused Dynamic Growth ETF 2.8 45 -35 3.2 -5.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.8 53 -43 8.2 -0.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.8 60 -50 -23.4 -31.8
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 -25 9.0 +0.6
KOIN Innovation Shares NextGen Protocol ETF 2.7 75 -65 7.4 -1.0
CVAR Cultivar ETF 2.7 87 -77 8.0 -0.3
VUG Vanguard Growth Index Fund 2.6 4 6 5.4 -3.0
SLYV SPDR S&P 600 Small Cap Value ETF 2.6 15 -5 8.5 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.6 15 -5 8.5 +0.2
IJS iShares S&P Small-cap 600 Value ETF 2.6 18 -8 8.5 +0.1
SDEP SFP Core Equity Strategy 2.6 0 10 8.0 -0.3
TIME Clockwise Capital Innovation ETF 2.6 95 -85 3.5 -4.9
ESIX SPDR S&P SmallCap 600 ESG ETF 2.6 12 -2 7.8 -0.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.6 15 -5 7.8 -0.6
IWY iShares Russell Top 200 Growth ETF 2.6 20 -10 6.2 -2.2
LVHD Legg Mason Low Volatility High Dividend ETF 2.6 27 -17 7.8 -0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 -5 9.4 +1.0
BIBL Inspire ETF 2.5 35 -25 5.6 -2.7
UVDV UVA Dividend Value ETF 2.5 80 -70 7.6 -0.8
SSLY Syntax Stratified SmallCap ETF 2.5 35 -25 6.9 -1.5
ENTR Entrepreneur 30 Fund 2.5 49 -39 2.1 -6.3
CACG ClearBridge All Cap Growth ETF 2.4 53 -43 4.3 -4.0
PSP Invesco Global Listed Private Equity ETF 2.4 144 -134 11.9 +3.5
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 2.4 20 -10 6.1 -2.2
PLAT WisdomTree Modern Tech Platforms Fund 2.4 20 -10 1.4 -6.9
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -65 9.1 +0.7
JRNY ALPS Global Travel Beneficiaries ETF 2.3 65 -55 0.7 -7.6
SLYG SPDR S&P 600 Small Cap Growth ETF 2.3 15 -5 6.6 -1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 15 -5 6.6 -1.7
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 -8 6.6 -1.8
KONG Formidable Fortress ETF 2.3 89 -79 6.3 -2.1
CGDV Capital Group Dividend Value ETF 2.3 33 -23 6.7 -1.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.2 61 -51 7.8 -0.6
VBK Vanguard Small-Cap Growth Index Fund 2.2 7 3 1.8 -6.6
XMLV Invesco S&P MidCap Low Volatility ETF 2.1 25 -15 6.8 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.1 70 -60 3.7 -4.6
HAPY Harbor Corporate Culture Leaders ETF 2.1 36 -26 2.7 -5.7
UPWD JPMorgan Social Advancement ETF 2.1 49 -39 6.6 -1.7
FTCS First Trust Capital Strength ETF 2.1 55 -45 7.2 -1.2
MGK Vanguard Mega Cap Growth ETF 2.0 7 3 5.5 -2.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.0 75 -65 7.8 -0.6
PSC Principal U.S. Small Cap Index ETF 2.0 38 -28 8.7 +0.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 -3 6.8 -1.6
SPHQ Invesco S&P 500 Quality ETF 2.0 15 -5 6.8 -1.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -50 9.3 +1.0
ROSC Hartford Multifactor Small Cap ETF 1.9 34 -24 11.1 +2.8
DBLV AdvisorShares DoubleLine Value Equity ETF 1.9 91 -81 11.9 +3.6
TMFG Motley Fool Global Opportunities ETF 1.9 85 -75 4.2 -4.1
UBCB UBC Algorithmic Fundamentals ETF 1.9 75 -65 5.4 -3.0
IWO iShares Russell 2000 Growth ETF 1.9 23 -13 2.8 -5.6
VTWG Vanguard Russell 2000 Growth Index Fund 1.9 15 -5 2.9 -5.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 -15 7.4 -1.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 41 -31 6.5 -1.8
IVSG Invesco Select Growth ETF 1.8 48 -38 4.8 -3.6
GK AdvisorShares Gerber Kawasaki ETF 1.8 81 -71 5.0 -3.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.8 60 -50 8.1 -0.2
BITQ Bitwise Crypto Industry Innovators ETF 1.7 85 -75 -18.6 -27.0
BLOK Amplify Transformational Data Sharing ETF 1.7 71 -61 4.1 -4.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.7 35 -25 8.2 -0.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 -29 8.7 +0.4
RFV Invesco S&P Midcap 400 Pure Value ETF 1.6 35 -25 10.7 +2.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.6 48 -38 7.5 -0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.6 30 -20 10.5 +2.2
SMDV ProShares Russell 2000 Dividend Growers ETF 1.5 41 -31 6.2 -2.1
SAMT Strategas Macro Thematic Opportunities ETF 1.5 65 -55 4.0 -4.4
XMMO Invesco S&P MidCap Momentum ETF 1.5 33 -23 8.0 -0.3
IVDG Invesco Focused Discovery Growth ETF 1.5 59 -49 5.2 -3.2
SAGP Strategas Global Policy Opportunities ETF 1.5 65 -55 7.4 -1.0
SXQG 6 Meridian Quality Growth ETF 1.4 100 -90 5.6 -2.8
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 30 -20 5.2 -3.2
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 1.3 38 -28 10.5 +2.2
INNO Harbor Disruptive Innovation ETF 1.3 75 -65 -3.5 -11.9
XSMO Invesco S&P SmallCap Momentum ETF 1.3 39 -29 8.1 -0.2
BOUT Innovator IBD Breakout Opportunities ETF 1.3 80 -70 8.9 +0.5
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.3 69 -59 7.7 -0.7
KBWD Invesco KBW High Dividend Yield Financial ETF 1.2 124 -114 11.2 +2.9
XT iShares Exponential Technologies ETF 1.2 46 -36 3.5 -4.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.2 35 -25 8.4 +0.1
SQLV Legg Mason Small-Cap Quality Value 1.2 61 -51 10.9 +2.5
ARKF ARK Fintech Innovation ETF 1.1 75 -65 -1.4 -9.8
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.1 85 -75 0.9 -7.4
TMFM Motley Fool Mid-Cap Growth ETF 1.1 85 -75 4.3 -4.0
IWC iShares Micro-Cap ETF 1.1 60 -50 -4.0 -12.4
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -49 2.8 -5.5
ZIG The Acquirers Fund 1.0 89 -79 15.1 +6.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 57 -47 13.4 +5.1
XMHQ Invesco S&P MidCap Quality ETF 1.0 25 -15 9.2 +0.8
PEXL Pacer US Export Leaders ETF 0.9 60 -50 7.0 -1.4
MORT VanEck Mortgage REIT Income ETF 0.9 41 -31 11.7 +3.3
REM iShares Mortgage Real Estate ETF 0.9 48 -38 12.2 +3.9
GENY Principal Millennials Index ETF 0.9 45 -35 6.0 -2.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.9 39 -29 11.1 +2.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 70 -60 3.6 -4.8
OSCV Opus Small Cap Value Plus ETF 0.9 79 -69 6.3 -2.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.9 78 -68 10.3 +2.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.8 80 -70 8.1 -0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -85 2.4 -5.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 31 -21 8.7 +0.4
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -60 6.3 -2.0
RIET Hoya Capital High Dividend Yield ETF 0.8 50 -40 10.1 +1.8
DWAS Invesco DWA SmallCap Momentum ETF 0.8 60 -50 1.9 -6.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.8 35 -25 8.3 0.0
SDIV Global X SuperDividend ETF 0.8 58 -48 18.0 +9.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 -25 8.4 +0.0
CGGO Capital Group Global Growth Equity ETF 0.7 47 -37 5.0 -3.3
MBCC Monarch Blue Chips Core ETF 0.7 125 -115 4.0 -4.4
SIXS 6 Meridian Small Cap Equity ETF 0.7 100 -90 9.7 +1.4
SRET Global X SuperDividend REIT ETF 0.7 58 -48 8.6 +0.2
MGMT Ballast Small/Mid Cap ETF 0.6 110 -100 8.2 -0.2
LOUP Innovator Loup Frontier Tech ETF 0.6 70 -60 4.5 -3.8
KOMP SPDR Kensho New Economies Composite ETF 0.6 20 -10 -0.8 -9.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 -25 9.1 +0.8
PID Invesco International Dividend Achievers ETF 0.6 56 -46 8.3 -0.1
XSHQ Invesco S&P SmallCap Quality ETF 0.6 29 -19 11.1 +2.7
VIDI Vident International Equity Fund 0.5 61 -51 12.9 +4.5
TWEB SoFi Web 3 ETF 0.5 59 -49 -13.0 -21.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 -25 11.8 +3.5
FINX Global X FinTech Thematic ETF 0.4 68 -58 4.6 -3.7
GFOF Grayscale Future of Finance ETF 0.4 70 -60 -2.2 -10.5
IYR iShares U.S. Real Estate ETF 0.4 39 -29 6.3 -2.0
SQEW LeaderShares Equity Skew ETF 0.4 75 -65 6.4 -1.9
TECB iShares US Tech Breakthrough Multisector ETF 0.4 40 -30 5.3 -3.0
BFTR Future Innovators ETF 0.4 80 -70 2.5 -5.8
FPX First Trust US IPO Index Fund 0.4 57 -47 3.0 -5.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 -40 6.3 -2.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.4 49 -39 7.1 -1.3
FFND Future Fund Active ETF 0.4 101 -91 2.4 -5.9
AOTG AOT Growth and Innovation ETF 0.3 75 -65 3.4 -4.9
DIV Global X SuperDividend US ETF 0.3 45 -35 7.4 -1.0
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -45 12.1 +3.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -60 5.9 -2.5
FPXI First Trust International Equity Opportunities ETF 0.3 70 -60 -0.5 -8.8
MEME Roundhill MEME ETF 0.3 69 -59 -3.7 -12.1
BYOB SoFi Be Your Own Boss ETF 0.3 59 -49 -2.7 -11.1
BWEB Bitwise Web3 ETF 0.3 85 -75 2.3 -6.0
NFTZ Defiance Digital Revolution ETF 0.3 65 -55 -23.0 -31.3
IBLC iShares Blockchain and Tech ETF 0.3 47 -37 -26.8 -35.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.3 39 -29 0.0 -8.3
MVPS Amplify Thematic All-Stars ETF 0.2 49 -39 2.2 -6.2
ARKW ARK Web x.0 ETF 0.2 83 -73 -3.9 -12.3
ARKK ARK Innovation ETF 0.2 75 -65 -6.7 -15.0
IPO Renaissance IPO ETF 0.2 60 -50 -59.8 -68.1
ACTV LeaderShares Activist Leaders ETF 0.2 75 -65 10.8 +2.5
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -35 5.7 -2.6
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -70 16.2 +7.8
FFTY Innovator IBD 50 ETF 0.2 80 -70 4.6 -3.7
DAPP VanEck Digital Transformation ETF 0.2 50 -40 -78.0 -86.4
DAM VanEck Digital Assets Mining ETF 0.2 50 -40 -286.5 -294.9
FDM First Trust Dow Jones Select Microcap Index Fund 0.2 60 -50 8.8 +0.4
VR Global X Metaverse ETF 0.2 50 -40 7.0 -1.4
METV Roundhill Ball Metaverse ETF 0.2 59 -49 4.8 -3.5
PNQI Invesco NASDAQ Internet ETF 0.2 60 -50 3.2 -5.1
BKCH Global X Blockchain ETF 0.2 50 -40 -27.5 -35.8
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.2 127 -117 2.9 -5.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.2 30 -20 10.0 +1.7
MILN Global X Millennial Consumer ETF 0.2 50 -40 3.2 -5.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.1 69 -59 7.6 -0.7
WDIV SPDR Global Dividend ETF 0.1 40 -30 9.6 +1.3
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -65 4.3 -4.1
IDAT iShares Cloud 5G and Tech ETF 0.1 47 -37 6.1 -2.3
ERSX ERShares NextGen Entrepreneurs ETF 0.1 75 -65 6.3 -2.1
TMFS Motley Fool Small Cap Growth ETF 0.1 85 -75 3.6 -4.8
BLLD JPMorgan Sustainable Infrastructure ETF 0.1 49 -39 5.3 -3.1
BNE Blue Horizon BNE ETF 0.1 87 -77 4.8 -3.6
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.1 45 -35 4.7 -3.7
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.1 35 -25 4.3 -4.0
ECLN First Trust EIP Carbon Impact ETF 0.1 95 -85 4.1 -4.3
TAN Invesco Solar ETF 0.1 69 -59 4.1 -4.3
SMOG VanEck Low Carbon Energy ETF 0.1 55 -45 3.2 -5.2
NZRO Strategy Shares Halt Climate Change ETF 0.1 95 -85 1.8 -6.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.1 58 -48 -0.3 -8.7
PBD Invesco Global Clean Energy ETF 0.1 75 -65 -1.1 -9.4
ACES ALPS Clean Energy ETF 0.1 55 -45 -2.1 -10.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -35 2.1 -6.2
PAWZ ProShares Pet Care ETF 0.0 50 -40 3.8 -4.5
BOTZ Global X Robotics & Artificial Intelligence ETF 0.0 68 -58 2.8 -5.6
XITK SPDR FactSet Innovative Technology ETF 0.0 45 -35 0.2 -8.2
PEX ProShares Global Listed Private Equity ETF 0.0 341 -331 12.8 +4.5
PTF Invesco DWA Technology Momentum ETF 0.0 60 -50 4.5 -3.9
ISRA VanEck Israel ETF 0.0 59 -49 8.2 -0.1
ITEQ BlueStar Israel Technology ETF 0.0 75 -65 2.1 -6.3
JFWD Jacob Forward ETF 0.0 75 -65 -11.9 -20.2
EBIZ Global X E-Commerce ETF 0.0 50 -40 1.2 -7.1
ARB AltShares Merger Arbitrage ETF -2.1 67 -57 7.8 -0.5

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Vanguard Financials Index Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.4 %
Divided by: Fwd. P/BV 1.4 x
Less: Expense ratio 10 bp
Equals: ALTAR Score 8.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.51
 
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.