AdvisorShares Vice ETF
ALTAR
Score™
5.7% info Recommen-
dation
OVERWEIGHT
2023E    2024E
P/E
ratio
13.7x P/Sales
ratio
1.0x
P/BV
ratio
2.4x Div.
yield
2.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ACT is an actively managed fund that invests in US companies involved in alcohol-, cannabis-, or tobacco-related activities.

FUND BASICS
Category Global Equities
Fund Sponsor AdvisorShares
Website www.advisorshares.com
Inception date Dec 11, 2017
Assets (mns) $8
Currency USD
Expense ratio 99 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 26
Wgt avg mkt cap (mns) $69,099
Large cap (>$10bn) 44.9%
Mid cap ($2-10bn) 24.9%
Small cap (<$2bn) 30.3%
Developed mkts 89.2%
Emerging mkts 10.8%

TOP TEN HOLDINGS
NETEASE.COM INC-ADR 6.1 %
NVIDIA CORP 5.5 %
CARROLS RESTAURANT GROUP INC 5.4 %
WINGSTOP, INC. 5.3 %
TURNING POINT BRANDS INC 4.4 %
SCIENTIFIC GAMES CORP-A 4.4 %
CHUY'S HOLDINGS INC 4.2 %
EL POLLO LOCO HOLDINGS INC 4.1 %
ELDORADO RESORTS INC 4.1 %
VICI PROPERTIES INC 4.1 %
Total 47.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 62.8 %
CHINA 4.6 %
BRITAIN 4.1 %
CHILE 1.5 %
FRANCE 0.8 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.9% -6.0% 3.3% -- 1.4%

Market Correlations
versus... Beta R-squared
S&P500 0.93 59%
MSCI EAFE 1.03 66%
MSCI Emg. Mkts. 0.76 41%

Technical Indicators
Recent close $26.46
30d moving avg. $24.96
Annualized volatility 21.3%
Short interest (ETF) 0.1%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.3%
Bid/Ask (% of price) 0.33%
ADV underlying (mns) $21,234

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the AdvisorShares Vice ETF ETF based on the alternatives' overlap in portfolio holdings with VICE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VICE Expense: 99 bp ALTAR Score™: 5.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VICE
Ticker Fund
Name
Overlap1
vs VICE
(%)
Expense
ratio
(bp)
Savings
vs VICE
(bp)
ALTAR
Score™
(%)
ALTAR
vs VICE
(%)
EATZ AdvisorShares Restaurant ETF 24.0 101 -2 1.2 -4.5
BAD B.A.D. ETF 18.7 75 24 -4.3 -10.0
BJK VanEck Gaming ETF 18.3 65 34 1.7 -4.0
BNGE First Trust S-Network Streaming and Gaming ETF 16.7 70 29 -0.4 -6.1
BEDZ AdvisorShares Hotel ETF 15.8 100 -1 2.3 -3.4
ESPO VanEck Video Gaming & eSports ETF 15.6 56 43 3.8 -1.9
GK AdvisorShares Gerber Kawasaki ETF 14.1 75 24 3.1 -2.6
ODDS Pacer BlueStar Digital Entertainment ETF 13.4 60 39 2.0 -3.7
VR Global X Metaverse ETF 11.6 50 49 3.1 -2.6
FMET Fidelity Metaverse ETF 10.9 39 60 4.2 -1.5
BETZ Roundhill Sports Betting & iGaming ETF 10.2 75 24 0.7 -5.0
HERO Global X Video Games & Esports ETF 10.2 50 49 5.4 -0.3
GBUY Goldman Sachs Future Consumer Equity ETF 9.5 75 24 3.4 -2.3
OND ProShares On-Demand ETF 9.5 58 41 -6.5 -12.2
IVRS iShares Future Metaverse Tech and Communications ETF 9.2 47 52 4.4 -1.3
YALL God Bless America ETF 8.9 65 34 3.5 -2.2
METV Roundhill Ball Metaverse ETF 8.4 59 40 3.9 -1.8
RAYD Rayliant Quantitative Developed Market Equity ETF 8.2 80 19 5.5 -0.2
BYRE Principal Real Estate Active Opportunities ETF 7.8 65 34 6.3 +0.6
HOTL Kelly Hotel & Lodging Sector ETF 7.8 78 21 3.4 -2.2
NETL NETLease Corporate Real Estate ETF 7.7 60 39 10.1 +4.4
GGME Invesco Next Gen Media and Gaming ETF 7.6 63 36 4.1 -1.6
VERS ProShares Metaverse ETF 7.3 58 41 -9.7 -15.4
JHDV John Hancock U.S. High Dividend ETF 7.1 34 65 6.9 +1.2
EATV VegTech Plant-based Innovation & Climate ETF 6.7 75 24 1.9 -3.8
NULG Nuveen ESG Large-Cap Growth ETF 6.5 26 73 4.4 -1.2
VIRS Pacer BioThreat Strategy ETF 6.4 70 29 6.7 +1.0
PSCC Invesco S&P SmallCap Consumer Staples ETF 6.3 29 70 6.1 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 6.2 15 84 4.7 -1.0
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 6.1 40 59 7.5 +1.8
BWEB Bitwise Web3 ETF 6.1 85 14 1.6 -4.0
IGPT Invesco AI and Next Gen Software ETF 6.0 56 43 4.7 -1.0
USXF iShares ESG Advanced MSCI USA ETF 5.9 10 89 5.4 -0.3
IUSG iShares Core S&P US Growth ETF 5.9 4 95 5.7 +0.0
FBCG Fidelity Blue Chip Growth ETF 5.9 59 40 2.4 -3.3
QQMG Invesco ESG NASDAQ 100 ETF 5.9 20 79 5.3 -0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.9 12 87 4.9 -0.8
VOOG Vanguard S&P 500 Growth ETF 5.8 10 89 5.6 -0.1
IVW iShares S&P 500 Growth ETF 5.8 18 81 5.5 -0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 5.8 4 95 5.7 -0.0
ARVR First Trust Indxx Metaverse ETF 5.8 70 29 2.1 -3.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 5.8 69 30 5.6 -0.1
MTUM iShares MSCI USA Momentum Factor ETF 5.8 15 84 4.9 -0.8
IGM iShares Expanded Tech Sector ETF 5.8 41 58 4.9 -0.8
QUAL iShares MSCI Usa Quality Factor ETF 5.8 15 84 6.1 +0.4
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.8 45 54 4.3 -1.4
FCPI Fidelity Stocks for Inflation ETF 5.8 29 70 9.4 +3.7
DSI iShares MSCI KLD 400 Social ETF 5.8 25 74 5.5 -0.2
SUSL iShares ESG MSCI USA Leaders ETF 5.8 10 89 5.4 -0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.8 10 89 5.4 -0.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.7 21 78 4.0 -1.7
ILCG iShares Morningstar Growth ETF 5.7 4 95 4.3 -1.4
VEGN US Vegan Climate ETF 5.7 60 39 4.8 -0.8
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 5.7 39 60 5.1 -0.6
NACP Impact Shares NAACP Minority Empowerment ETF 5.7 49 50 5.4 -0.3
GAMR ETFMG Video Game Tech ETF 5.7 75 24 5.2 -0.4
TMFC Motley Fool 100 Index ETF 5.6 50 49 4.1 -1.6
MVPS Amplify Thematic All-Stars ETF 5.6 49 50 2.0 -3.7
SPMO Invesco S&P 500 Momentum ETF 5.6 13 86 4.6 -1.1
AIEQ AI Powered Equity ETF 5.6 75 24 4.1 -1.6
VUG Vanguard Growth Index Fund 5.6 4 95 4.5 -1.2
IETC iShares Evolved U.S. Technology ETF 5.6 18 81 4.8 -0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.6 49 50 4.9 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 5.5 4 95 4.5 -1.2
LRNZ TrueMark Technology, AI & Deep Learning ETF 5.5 69 30 -1.4 -7.1
BOTZ Global X Robotics & Artificial Intelligence ETF 5.5 69 30 2.1 -3.6
SPHQ Invesco S&P 500 Quality ETF 5.5 15 84 5.8 +0.1
SPRX Spear Alpha ETF 5.5 75 24 -1.5 -7.2
CHAT Roundhill Generative AI & Technology ETF 5.5 75 24 2.4 -3.3
WGMI Valkyrie Bitcoin Miners ETF 5.5 75 24 -124.7 -130.4
IBOT Vaneck Robotics ETF 5.5 47 52 3.4 -2.3
IWY iShares Russell Top 200 Growth ETF 5.5 20 79 5.1 -0.6
TIME Clockwise Capital Innovation ETF 5.5 96 3 2.2 -3.4
VGT Vanguard Information Technology Index Fund 5.5 10 89 5.0 -0.7
SMH VanEck Semiconductor ETF 5.5 35 64 5.3 -0.4
LRGE ClearBridge Large Cap Growth ESG ETF 5.5 59 40 3.5 -2.2
BTEK BlackRock Future Tech ETF 5.5 88 11 1.8 -3.9
XLG Invesco S&P 500 Top 50 ETF 5.5 20 79 4.9 -0.8
TRFK Pacer Data and Digital Revolution ETF 5.5 60 39 4.5 -1.2
SHOC Strive U.S. Semiconductor ETF 5.5 40 59 6.7 +1.0
FDG American Century Focused Dynamic Growth ETF 5.5 45 54 3.2 -2.5
WUGI AXS Esoterica NextG Economy ETF 5.5 75 24 3.1 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 5.5 15 84 5.2 -0.4
IOO iShares Global 100 ETF 5.5 41 58 4.8 -0.9
IQM Franklin Intelligent Machines ETF 5.5 50 49 3.3 -2.4
SOXQ Invesco PHLX Semiconductor ETF 5.5 19 80 6.6 +0.9
GRZZ Grizzle Growth ETF 5.5 75 24 5.2 -0.5
DARP Grizzle Growth ETF 5.5 75 24 5.2 -0.5
QGRW WisdomTree U.S. Quality Growth Fund 5.5 28 71 5.4 -0.3
TWEB SoFi Web 3 ETF 5.5 59 40 -2.5 -8.2
SOXX iShares PHLX Semiconductor ETF 5.5 35 64 6.6 +0.9
XNTK SPDR NYSE Technology ETF 5.5 35 64 4.1 -1.6
FIVG Defiance Next Gen Connectivity ETF 5.4 30 69 6.8 +1.1
PSI Invesco Dynamic Semiconductors ETF 5.4 56 43 6.4 +0.7
BTHM BlackRock Future U.S. Themes ETF 5.4 60 39 5.0 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 5.4 7 92 5.6 -0.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.4 55 44 4.7 -1.0
IWF iShares Russell 1000 Growth ETF 5.3 19 80 4.9 -0.8
VONG Vanguard Russell 1000 Growth Index Fund 5.3 8 91 5.0 -0.7
SYNB Putnam BioRevolution ETF 5.3 70 29 2.8 -2.9
HAPI Harbor Corporate Culture ETF 5.3 36 63 5.1 -0.6
TOKE Cambria Cannabis ETF 5.3 42 57 -30.0 -35.7
FFND Future Fund Active ETF 5.3 100 -1 0.3 -5.4
AOTG AOT Growth and Innovation ETF 5.2 75 24 3.7 -2.0
ACVF American Conservative Values ETF 5.2 75 24 4.8 -0.9
NULC Nuveen ESG Large-Cap ETF 5.2 21 78 5.5 -0.2
GGRW Gabelli Growth Innovators ETF 5.2 90 9 2.8 -2.9
PSET Principal Price Setters Index ETF 5.1 15 84 6.0 +0.3
NANC Unusual Whales Subversive Democratic Trading ETF 5.1 75 24 4.3 -1.4
JGRO JPMorgan Active Growth ETF 5.1 44 55 3.7 -2.0
SOCL Global X Social Media ETF 5.1 65 34 -5.0 -10.7
SFYF SoFi 50 ETF 5.1 29 70 -0.7 -6.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.0 52 47 8.3 +2.6
OEF iShares S&P 100 ETF 5.0 20 79 5.2 -0.5
PSL Invesco DWA Consumer Staples Momentum ETF 4.9 60 39 5.4 -0.3
FDVV Fidelity Core Dividend ETF 4.9 29 70 9.1 +3.5
PGJ Invesco Golden Dragon China ETF 4.9 70 29 3.7 -2.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.9 10 89 5.0 -0.7
QQQ Invesco QQQ Trust 4.9 20 79 5.1 -0.6
QQQM Invesco NASDAQ 100 ETF 4.9 15 84 5.1 -0.6
MGK Vanguard Mega Cap Growth ETF 4.8 7 92 4.5 -1.2
OAIE Optimize AI Smart Sentiment Event-Driven ETF 4.8 103 -4 7.4 +1.7
PRAY FIS Biblically Responsible Risk Managed ETF 4.8 69 30 6.1 +0.4
VNSE Natixis Vaughan Nelson Select ETF 4.8 80 19 4.2 -1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.8 15 84 5.9 +0.3
EBIZ Global X E-Commerce ETF 4.7 50 49 0.9 -4.7
TINY ProShares Nanotechnology ETF 4.7 58 41 2.4 -3.3
XPND First Trust Expanded Technology ETF 4.7 65 34 4.7 -1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.7 49 50 5.2 -0.5
TECB iShares US Tech Breakthrough Multisector ETF 4.7 40 59 4.5 -1.2
CARZ First Trust NASDAQ Global Auto Index Fund 4.6 70 29 4.6 -1.1
PRVT Private Real Estate Strategy via Liquid REITs ETF 4.6 59 40 7.5 +1.8
XLK Technology Select Sector SPDR Fund 4.6 10 89 5.5 -0.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.6 60 39 4.7 -1.0
PTF Invesco DWA Technology Momentum ETF 4.6 60 39 0.2 -5.5
MOTO SmartETFs Smart Transportation & Technology ETF 4.6 68 31 6.9 +1.2
VDNI V-Shares US Leadership Diversity ETF 4.5 29 70 5.7 +0.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.5 15 84 5.1 -0.6
IYW iShares U.S. Technology ETF 4.5 40 59 4.9 -0.7
CACG ClearBridge All Cap Growth ETF 4.5 54 45 3.6 -2.1
JRNY ALPS Global Travel Beneficiaries ETF 4.5 65 34 0.6 -5.1
IXN iShares Global Tech ETF 4.5 41 58 4.6 -1.1
SNPE Xtrackers S&P 500 ESG ETF 4.5 10 89 5.5 -0.1
IBLC iShares Blockchain and Tech ETF 4.5 47 52 -35.9 -41.5
IQSU IQ Candriam ESG US Equity ETF 4.5 9 90 5.0 -0.7
BRNY Burney U.S. Factor Rotation ETF 4.4 79 20 6.3 +0.6
BOUT Innovator IBD Breakout Opportunities ETF 4.4 81 18 5.3 -0.4
RUFF Alpha Dog ETF 4.4 94 5 4.5 -1.2
ENTR Entrepreneur 30 Fund 4.4 75 24 2.5 -3.2
BBLU EA Bridgeway Blue Chip ETF 4.4 15 84 6.0 +0.3
FSST Fidelity Sustainability U.S. Equity ETF 4.4 59 40 5.5 -0.2
FTEC Fidelity MSCI Information Technology Index ETF 4.4 8 91 5.0 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.3 10 89 5.9 +0.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 4.3 65 34 4.9 -0.8
STXG Strive 1000 Growth ETF 4.3 18 81 4.4 -1.3
SUSA iShares MSCI USA ESG Select ETF 4.3 25 74 5.5 -0.2
FRI First Trust S&P REIT Index Fund 4.3 50 49 7.4 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 4.3 9 90 5.6 -0.1
BKUS BNY Mellon Sustainable US Equity ETF 4.3 50 49 4.6 -1.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.2 65 34 9.8 +4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 4.2 9 90 5.3 -0.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.2 11 88 7.8 +2.2
USRT iShares Core U.S. REIT ETF 4.2 8 91 7.8 +2.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 4.1 10 89 5.0 -0.7
MBCC Monarch Blue Chips Core ETF 4.1 125 -26 3.0 -2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 4.1 11 88 5.6 -0.1
JRE Janus Henderson U.S. Real Estate ETF 4.1 65 34 7.0 +1.4
GVIP Goldman Sachs Hedge Industry VIP ETF 4.1 45 54 4.1 -1.6
PZLG Puzzle Mature Growth 4.1 0 99 0.0 -5.7
ANEW ProShares MSCI Transformational Changes ETF 4.1 45 54 4.8 -0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 4.0 0 99 5.3 -0.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 4.0 40 59 8.4 +2.8
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 4.0 50 49 7.4 +1.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.0 75 24 6.8 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 4.0 75 24 5.2 -0.5
FPXI First Trust International Equity Opportunities ETF 4.0 70 29 3.8 -1.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 4.0 20 79 6.2 +0.6
FTXG First Trust Nasdaq Food & Beverage ETF 4.0 60 39 5.9 +0.2
HDUS Hartford Disciplined US Equity ETF 4.0 19 80 6.5 +0.8
FTXL First Trust Nasdaq Semiconductor ETF 4.0 60 39 7.4 +1.7
RESP WisdomTree US ESG Fund of Benef Interest 4.0 28 71 6.2 +0.5
CAML Congress Large Cap Growth ETF 3.9 66 33 4.0 -1.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.9 35 64 7.1 +1.4
IWL iShares Russell Top 200 ETF 3.9 15 84 5.2 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.9 14 85 5.6 -0.1
PSR Invesco Active U.S. Real Estate Fund 3.9 35 64 6.9 +1.2
QDF FlexShares Quality Dividend Index Fund 3.9 37 62 6.2 +0.5
XVV iShares ESG Screened S&P 500 ETF 3.9 8 91 5.4 -0.3
ICF iShares Cohen & Steers REIT ETF 3.9 33 66 7.1 +1.4
SPXE ProShares S&P 500 Ex-Energy ETF 3.9 9 90 5.5 -0.2
MGC Vanguard Mega Cap Index Fund 3.9 7 92 5.3 -0.4
FDMO Fidelity Momentum Factor ETF 3.8 29 70 4.1 -1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.8 20 79 5.4 -0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.8 37 62 6.1 +0.5
SIXA 6 Meridian Mega Cap Equity ETF 3.8 80 19 6.9 +1.3
ADME Aptus Drawdown Managed Equity ETF 3.8 79 20 4.8 -0.9
DRIV Global X Autonomous & Electric Vehicles ETF 3.8 68 31 4.5 -1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.8 11 88 5.5 -0.2
ESGU iShares MSCI USA ESG Optimized ETF 3.8 15 84 5.4 -0.3
XLC Communication Services Select Sector SPDR Fund 3.8 10 89 7.3 +1.6
APUE ActivePassive U.S. Equity ETF 3.8 33 66 5.4 -0.3
IVV iShares Core S&P 500 ETF 3.7 3 96 5.6 -0.1
SPY SPDR S&P 500 ETF Trust 3.7 9 90 5.5 -0.2
DFAR Dimensional US Real Estate ETF 3.7 19 80 7.4 +1.7
TXS Texas Capital Texas Equity Index ETF 3.7 49 50 5.6 -0.1
VOO VANGUARD S&P 500 ETF 3.7 3 96 5.6 -0.1
SPLG SPDR Portfolio S&P 500 ETF 3.7 2 97 5.6 -0.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 3.6 12 87 5.1 -0.6
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.6 60 39 9.5 +3.8
SPHB Invesco S&P 500 High Beta ETF 3.6 25 74 5.9 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 3.6 13 86 5.9 +0.2
SCHH Schwab U.S. REIT ETF 3.6 7 92 7.7 +2.0
IYR iShares U.S. Real Estate ETF 3.6 40 59 7.2 +1.5
SQEW LeaderShares Equity Skew ETF 3.6 75 24 4.9 -0.8
PBUS Invesco PureBeta MSCI USA ETF 3.6 4 95 5.5 -0.2
DUSA Davis Select U.S. Equity ETF 3.5 61 38 8.3 +2.7
ILCB iShares Morningstar U.S. Equity ETF 3.5 3 96 5.5 -0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.5 20 79 5.3 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.5 2 97 5.5 -0.2
FMIL Fidelity New Millennium ETF 3.5 59 40 4.4 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 34 4.4 -1.3
VOTE Engine No. 1 Transform 500 ETF 3.5 5 94 5.4 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 69 4.7 -0.9
STRV Strive 500 ETF 3.5 5 94 5.5 -0.2
SPTM SPDR Portfolio Total Stock Market ETF 3.5 3 96 5.8 +0.1
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.5 16 83 4.1 -1.6
SCHX Schwab U.S. Large-Cap ETF 3.5 3 96 5.5 -0.2
VV Vanguard Large-Cap Index Fund 3.5 4 95 5.5 -0.2
ESGV Vanguard ESG U.S. Stock ETF 3.4 9 90 5.3 -0.4
SCHK Schwab 1000 Index ETF 3.4 5 94 5.5 -0.1
IYY iShares Dow Jones U.S. ETF 3.4 20 79 5.3 -0.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.4 40 59 4.9 -0.8
CATH Global X S&P 500 Catholic Values Custom ETF 3.4 29 70 5.4 -0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.4 9 90 6.3 +0.7
PWB Invesco Dynamic Large Cap Growth ETF 3.4 56 43 3.3 -2.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.4 78 21 8.8 +3.1
FLQL Franklin LibertyQ U.S. Equity ETF 3.3 15 84 6.7 +1.0
FXG First Trust Consumer Staples AlphaDEX Fund 3.3 63 36 7.1 +1.4
IWB iShares Russell 1000 ETF 3.3 15 84 5.4 -0.3
VONE Vanguard Russell 1000 ETF 3.3 8 91 5.5 -0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.3 75 24 4.3 -1.4
DWLD Davis Select Worldwide ETF 3.3 62 37 6.9 +1.3
DFUS Dimensional U.S. Equity ETF 3.3 9 90 5.5 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.3 3 96 5.4 -0.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.3 50 49 3.2 -2.4
FREL Fidelity MSCI Real Estate Index ETF 3.3 8 91 7.5 +1.8
SCHB Schwab U.S. Broad Market ETF 3.3 3 96 5.5 -0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.3 7 92 5.5 -0.2
AIQ Global X Future Analytics Tech ETF 3.3 68 31 4.0 -1.7
REVS Columbia Research Enhanced Value ETF 3.2 19 80 8.1 +2.5
LRGF iShares Edge MSCI Multifactor USA ETF 3.2 8 91 6.1 +0.5
CLNR IQ Cleaner Transport ETF 3.2 45 54 6.4 +0.8
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 87 6.0 +0.3
IWV iShares Russell 3000 ETF 3.2 20 79 5.3 -0.4
XLRE The Real Estate Select Sector SPDR Fund 3.2 10 89 7.2 +1.5
VTHR Vanguard Russell 3000 Index Fund 3.2 10 89 5.4 -0.3
QLC FlexShares US Quality Large Cap Index Fund 3.2 25 74 5.8 +0.1
QUS SPDR MSCI USA StrategicFactors ETF 3.2 15 84 6.3 +0.6
RVRB Reverb ETF 3.2 30 69 5.3 -0.4
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 24 5.2 -0.5
VTI Vanguard Total Stock Market Index Fund 3.2 3 96 5.3 -0.4
XITK SPDR FactSet Innovative Technology ETF 3.2 45 54 0.1 -5.6
CGRO CoreValues Alpha Greater China Growth ETF 3.2 75 24 3.0 -2.6
USMF WisdomTree U.S. Multifactor Fund 3.1 28 71 7.4 +1.7
RFFC RiverFront Dynamic US Flex-Cap ETF 3.1 48 51 5.1 -0.6
REET iShares Global REIT ETF 3.1 14 85 7.3 +1.7
KONG Formidable Fortress ETF 3.1 89 10 6.7 +1.1
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 3.1 40 59 7.5 +1.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 3.1 28 71 6.1 +0.4
XSD SPDR S&P Semiconductor ETF 3.0 35 64 6.1 +0.5
FFTY Innovator IBD 50 ETF 3.0 80 19 3.8 -1.9
DFAU Dimensional US Core Equity Market ETF 3.0 12 87 5.7 -0.0
GSPY Gotham Enhanced 500 ETF 3.0 50 49 5.8 +0.1
KRMA Global X Conscious Companies ETF 3.0 43 56 5.8 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.0 12 87 5.4 -0.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.0 45 54 1.1 -4.6
BUZZ VanEck Social Sentiment ETF 3.0 75 24 1.9 -3.8
ROE Astoria US Quality Kings ETF 2.9 49 50 8.3 +2.7
AFLG First Trust Active Factor Large Cap ETF 2.9 55 44 6.5 +0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.9 75 24 3.6 -2.1
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.9 35 64 18.8 +13.1
AVRE Avantis Real Estate ETF 2.9 17 82 6.6 +0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 74 6.2 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 74 6.0 +0.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 39 6.1 +0.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.8 57 42 4.8 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 2.8 22 77 5.2 -0.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.8 30 69 10.5 +4.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.8 70 29 5.4 -0.2
GCOW Pacer Global High Dividend ETF 2.8 60 39 13.0 +7.3
AUSF Global X Adaptive U.S. Factor ETF 2.7 27 72 5.9 +0.2
FSTA Fidelity MSCI Consumer Staples Index ETF 2.7 8 91 6.3 +0.6
DFGR Dimensional Global Real Estate ETF 2.7 22 77 7.1 +1.4
VDC Vanguard Consumer Staples Index Fund 2.7 10 89 6.3 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.7 28 71 6.8 +1.1
SPDV AAM S&P 500 High Dividend Value ETF 2.7 29 70 11.5 +5.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.7 20 79 7.5 +1.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 39 11.7 +6.0
ARKQ Ark Autonomous Tech. & Robotics ETF 2.7 75 24 1.6 -4.1
DFSU Dimensional US Sustainability Core 1 ETF 2.7 18 81 6.0 +0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.7 9 90 5.7 -0.0
QWLD SPDR MSCI World StrategicFactors ETF 2.7 30 69 6.1 +0.4
VNQ Vanguard REIT Index Fund 2.6 12 87 7.4 +1.8
PBJ Invesco Dynamic Food & Beverage ETF 2.6 63 36 6.0 +0.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 2.6 30 69 8.4 +2.7
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.6 25 74 6.2 +0.5
DIV Global X SuperDividend US ETF 2.6 45 54 8.9 +3.2
SFY SoFi Select 500 ETF 2.6 0 99 5.4 -0.3
DTD WisdomTree U.S.Total Dividend Fund 2.6 28 71 7.2 +1.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 84 7.3 +1.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.5 95 4 1.8 -3.9
DIVD Altrius Global Dividend ETF 2.5 49 50 10.2 +4.5
BYOB SoFi Be Your Own Boss ETF 2.5 59 40 -3.0 -8.7
ESG FlexShares STOXX US ESG Impact Index Fund 2.5 32 67 5.3 -0.4
IYK iShares U.S. Consumer Goods ETF 2.5 40 59 6.7 +1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 81 8.2 +2.6
XLP Consumer Staples Select Sector SPDR Fund 2.5 10 89 6.3 +0.6
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 74 8.6 +2.9
PEJ Invesco Dynamic Leisure & Entertainment ETF 2.5 55 44 -2.7 -8.4
TOK iShares MSCI Kokusai ETF 2.4 25 74 5.4 -0.3
LRND IQ U.S. Large Cap R&D Leaders ETF 2.4 14 85 6.8 +1.1
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.4 69 30 9.2 +3.5
FLDZ RiverNorth Volition America Patriot ETF 2.3 75 24 6.1 +0.4
URTH iShares MSCI World ETF 2.3 24 75 5.5 -0.2
DSTX Distillate International Fundamental Stability & Value ETF 2.3 39 60 7.9 +2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.3 29 70 7.1 +1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 87 5.4 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.3 35 64 5.6 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 2.3 10 89 5.8 +0.1
BLDG Cambria Global Real Estate ETF 2.3 60 39 9.3 +3.6
BKCH Global X Blockchain ETF 2.3 50 49 -27.3 -33.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 2.3 39 60 -0.1 -5.7
RNLC Large Cap US Equity Select ETF 2.2 60 39 6.6 +0.9
CGGO Capital Group Global Growth Equity ETF 2.2 47 52 4.0 -1.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 2.2 75 24 4.7 -0.9
APIE ActivePassive International Equity ETF 2.2 45 54 8.1 +2.4
VPN Global X Data Center REITs & Digital Infrastructure ETF 2.2 50 49 1.7 -4.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.2 58 41 5.4 -0.3
FTGS First Trust Growth Strength ETF 2.2 60 39 6.4 +0.7
SPVM Invesco S&P 500 Value with Momentum ETF 2.2 39 60 8.9 +3.2
FDWM Fidelity Women's Leadership ETF 2.2 59 40 5.7 +0.0
FIXT Procure Disaster Recovery Strategy ETF 2.2 75 24 5.2 -0.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.2 85 14 5.4 -0.3
HAIL SPDR S&P Kensho Smart Mobility ETF 2.2 45 54 -5.0 -10.7
RDOG ALPS REIT Dividend Dogs ETF 2.1 35 64 14.0 +8.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 75 8.7 +3.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 2.1 58 41 4.9 -0.8
STCE Schwab Crypto Thematic ETF 2.1 30 69 -2.5 -8.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.1 60 39 7.6 +1.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.1 30 69 11.4 +5.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.1 60 39 7.8 +2.2
SPYD SPDR S&P 500 High Dividend ETF 2.1 7 92 10.5 +4.8
ACWI iShares MSCI ACWI ETF 2.1 32 67 5.6 -0.1
JHML John Hancock Multifactor Large Cap ETF 2.0 29 70 6.0 +0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.0 20 79 5.8 +0.1
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.0 80 19 5.6 -0.1
CGUS Capital Group Core Equity ETF 2.0 33 66 5.2 -0.5
KCAL Subversive Food Security ETF 2.0 75 24 9.0 +3.3
DBLV AdvisorShares DoubleLine Value Equity ETF 2.0 90 9 8.6 +2.9
ERET iShares Environmentally Aware Real Estate ETF 2.0 30 69 7.2 +1.6
FEEM FlexShares ESG & Climate Emerging Markets Core Index ETF 2.0 18 81 7.5 +1.8
MAGA Point Bridge GOP Stock Tracker ETF 2.0 72 27 6.5 +0.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 2.0 61 38 5.6 -0.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 90 5.7 -0.0
CLRG IQ Chaikin U.S. Large Cap ETF 1.9 25 74 6.5 +0.8
ROUS Hartford Multifactor US Equity ETF 1.9 19 80 6.6 +1.0
SMDY Syntax Stratified MidCap ETF 1.9 35 64 7.5 +1.8
EQWL Invesco Russell Top 200 Equal Weight ETF 1.9 25 74 6.8 +1.1
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 24 6.6 +0.9
VOE Vanguard Mid-Cap Value Index Fund 1.9 7 92 8.1 +2.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.9 49 50 5.6 -0.1
QTUM Defiance Quantum ETF 1.9 40 59 4.3 -1.4
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 86 2.7 -3.0
ICOW Pacer Developed Markets International Cash Cows 100 ETF 1.9 65 34 13.9 +8.2
WLDR Affinity World Leaders Equity ETF 1.9 67 32 8.7 +3.0
FXL First Trust Technology AlphaDEX Fund 1.9 61 38 5.3 -0.4
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 1.9 30 69 12.2 +6.5
SRHQ SRH U.S. Quality ETF 1.8 35 64 8.4 +2.7
EPS WisdomTree U.S. Earnings 500 Fund 1.8 8 91 6.8 +1.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 93 8.3 +2.6
LUX Tema Luxury ETF 1.8 75 24 1.2 -4.5
GURU Global X Guru Index ETF 1.8 75 24 4.3 -1.4
GFGF Guru Favorite Stocks ETF 1.8 65 34 4.4 -1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 39 5.9 +0.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.8 68 31 3.0 -2.7
SSPY Syntax Stratified LargeCap ETF 1.8 30 69 7.0 +1.3
KXI iShares Global Consumer Staples ETF 1.8 41 58 5.6 -0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.8 60 39 4.7 -1.0
DEW WisdomTree Global High Dividend Fund 1.7 58 41 9.2 +3.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 15 84 6.9 +1.2
VT Vanguard Total World Stock ETF 1.7 7 92 5.1 -0.5
FLRG Fidelity U.S. Multifactor ETF 1.7 29 70 7.9 +2.2
KOMP SPDR Kensho New Economies Composite ETF 1.7 20 79 -0.5 -6.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 82 6.9 +1.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 84 6.9 +1.2
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 60 7.6 +1.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.7 40 59 11.5 +5.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.7 39 60 10.2 +4.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.7 40 59 6.1 +0.4
RPV Invesco S&P 500 Pure Value ETF 1.7 35 64 11.4 +5.8
IWFH iShares Virtual Work and Life Multisector ETF 1.7 47 52 -6.2 -11.9
VFMF Vanguard U.S. Multifactor ETF 1.6 18 81 9.1 +3.4
IWS iShares Russell Mid-Cap Value ETF 1.6 23 76 7.3 +1.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 49 7.3 +1.6
NXTG First Trust Indxx NextG ETF 1.6 87 12 5.5 -0.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.6 15 84 6.0 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.6 75 24 6.5 +0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 29 2.4 -3.2
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 95 6.3 +0.6
PY Principal Shareholder Yield Index ETF 1.6 15 84 7.8 +2.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 95 6.3 +0.7
ETHO Etho Climate Leadership U.S. ETF 1.6 47 52 5.0 -0.7
RSP Invesco S&P 500 Equal Weight ETF 1.6 20 79 6.6 +1.0
YPS Arrow Reverse Cap 500 ETF 1.6 29 70 7.2 +1.6
JVAL JPMorgan U.S. Value Factor ETF 1.5 12 87 8.9 +3.3
SFYX Sofi Next 500 ETF 1.5 0 99 6.1 +0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.5 61 38 -2.2 -7.9
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 95 6.8 +1.1
ROBO Robo Global Robotics & Automation Index ETF 1.5 95 4 3.2 -2.5
IGV iShares Expanded Tech-Software ETF 1.5 41 58 3.4 -2.2
LCLG Logan Capital Broad Innovative Growth ETF 1.5 99 0 5.5 -0.2
ICAP InfraCap Equity Income Fund ETF 1.5 171 -72 7.0 +1.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.5 20 79 10.8 +5.1
HAPY Harbor Corporate Culture Leaders ETF 1.5 50 49 3.8 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 82 6.0 +0.4
INNO Harbor Disruptive Innovation ETF 1.5 75 24 -6.0 -11.7
VOX Vanguard Telecommunication Services Index Fund 1.5 10 89 6.2 +0.6
HLGE Hartford Longevity Economy ETF 1.5 44 55 7.0 +1.3
FCOM Fidelity MSCI Telecommunication Services Index ETF 1.5 8 91 6.0 +0.3
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 1.5 85 14 -11.1 -16.7
XMLV Invesco S&P MidCap Low Volatility ETF 1.5 25 74 7.1 +1.5
AESR Anfield U.S. Equity Sector Rotation ETF 1.5 108 -9 4.7 -1.0
IWR iShares Russell Midcap ETF 1.5 18 81 6.2 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 1.5 38 61 9.1 +3.5
FPRO Fidelity Real Estate Investment ETF 1.4 59 40 5.8 +0.1
MJ ETFMG Alternative Harvest ETF 1.4 75 24 -117.5 -123.2
PDP Invesco DWA Momentum ETF 1.4 62 37 3.9 -1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 64 6.5 +0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 70 6.8 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 90 6.5 +0.8
SIZE iShares MSCI USA Size Factor ETF 1.4 15 84 6.4 +0.7
AVUS Avantis U.S. Equity ETF 1.4 15 84 6.4 +0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.4 18 81 6.3 +0.6
VUSE Vident Core US Equity Fund 1.4 50 49 5.9 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.4 31 68 3.7 -2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 90 6.6 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 34 8.4 +2.7
IYC iShares U.S. Consumer Services ETF 1.4 40 59 4.1 -1.6
VO Vanguard Mid-Cap Index Fund 1.4 4 95 6.4 +0.7
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.4 35 64 6.3 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 76 7.6 +1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 63 36 2.7 -3.0
RIET Hoya Capital High Dividend Yield ETF 1.4 50 49 14.1 +8.4
VFVA Vanguard U.S. Value Factor ETF 1.4 13 86 11.1 +5.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 10 89 7.8 +2.1
SPMD SPDR Portfolio Mid Cap ETF 1.3 3 96 7.8 +2.1
IJH iShares Core S&P Mid-Cap ETF 1.3 5 94 7.8 +2.1
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 1.3 59 40 7.0 +1.3
GLOF iShares Global Equity Factor ETF 1.3 20 79 7.2 +1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 40 3.6 -2.1
VLUE iShares MSCI USA Value Factor ETF 1.3 15 84 11.4 +5.7
CRED Columbia Research Enhanced Real Estate ETF 1.3 33 66 7.6 +1.9
TRFM AAM Transformers ETF 1.3 49 50 1.4 -4.3
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 28 1.1 -4.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.3 6 93 4.5 -1.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.3 60 39 7.2 +1.5
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 57 7.2 +1.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.3 20 79 7.4 +1.8
FQAL Fidelity Quality Factor ETF 1.3 29 70 5.8 +0.1
USMV iShares Edge MSCI Min Vol USA ETF 1.3 15 84 6.1 +0.4
WRND IQ Global Equity R&D Leaders ETF 1.3 18 81 7.2 +1.5
WTV WisdomTree US Value Fund 1.3 12 87 9.2 +3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 74 12.1 +6.4
DHS WisdomTree U.S. High Dividend Fund 1.2 38 61 9.8 +4.1
FDRR Fidelity Dividend ETF for Rising Rates 1.2 29 70 8.1 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.2 20 79 6.8 +1.1
EZM WisdomTree U.S. MidCap Earnings Fund 1.2 38 61 10.5 +4.9
KRUZ Unusual Whales Subversive Republican Trading ETF 1.2 75 24 4.1 -1.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.2 17 82 7.5 +1.8
COWZ Pacer US Cash Cows 100 ETF 1.2 49 50 11.4 +5.7
CZA Invesco Zacks Mid-Cap ETF 1.2 69 30 6.7 +1.0
RYJ Invesco Raymond James SB-1 Equity ETF 1.2 81 18 3.9 -1.8
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 10 4.6 -1.0
OSCV Opus Small Cap Value Plus ETF 1.2 79 20 6.5 +0.8
CGGR Capital Group Growth ETF 1.2 39 60 3.7 -2.0
ARKF ARK Fintech Innovation ETF 1.2 75 24 -2.5 -8.2
STXV Strive 1000 Value ETF 1.2 18 81 8.5 +2.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 61 7.8 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 79 6.9 +1.2
IUS Invesco Strategic US ETF 1.1 19 80 7.7 +2.0
SSLY Syntax Stratified SmallCap ETF 1.1 40 59 8.1 +2.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 64 7.9 +2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.1 39 60 6.3 +0.6
LVHD Legg Mason Low Volatility High Dividend ETF 1.1 27 72 9.4 +3.8
VLU SPDR S&P 1500 Value Tilt ETF 1.1 12 87 7.7 +2.0
SAGP Strategas Global Policy Opportunities ETF 1.1 65 34 4.6 -1.1
GVLU Gotham 1000 Value ETF 1.1 50 49 9.1 +3.4
PEXL Pacer US Export Leaders ETF 1.1 60 39 5.3 -0.4
IWO iShares Russell 2000 Growth ETF 1.1 24 75 1.2 -4.5
IWP iShares Russell Mid-Cap Growth ETF 1.1 23 76 3.9 -1.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 74 6.2 +0.5
VTWG Vanguard Russell 2000 Growth Index Fund 1.1 15 84 1.3 -4.4
PRF Invesco FTSE RAFI US 1000 ETF 1.1 39 60 7.1 +1.4
VRAI Virtus Real Asset Income ETF 1.1 55 44 9.2 +3.6
ARKW ARK Web x.0 ETF 1.1 88 11 -4.4 -10.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.0 8 91 4.8 -0.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 24 7.5 +1.8
VCR Vanguard Consumer Discretionary Index Fund 1.0 10 89 4.7 -1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 92 6.1 +0.5
ARKG ARK Genomic Revolution ETF 1.0 75 24 -12.5 -18.2
VBR Vanguard Small Cap Value Index Fund 1.0 7 92 9.1 +3.4
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 19 17.9 +12.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.0 18 81 5.2 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 93 2.0 -3.7
AVEM Avantis Emerging Markets Equity ETF 1.0 33 66 8.6 +3.0
AVES Avantis Emerging Markets Value ETF 1.0 36 63 11.6 +6.0
DWAS Invesco DWA SmallCap Momentum ETF 1.0 60 39 1.1 -4.6
SCHV Schwab U.S. Large-Cap Value ETF 1.0 4 95 7.1 +1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 79 8.3 +2.6
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 44 12.5 +6.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.0 35 64 10.0 +4.3
IWD iShares Russell 1000 Value ETF 1.0 19 80 7.1 +1.4
TTAC TrimTabs US Free Cash Flow Quality ETF 1.0 59 40 6.2 +0.5
VONV Vanguard Russell 1000 Value Index Fund 1.0 8 91 7.2 +1.5
VB Vanguard Small-Cap ETF 1.0 5 94 5.8 +0.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.0 25 74 7.2 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 70 8.6 +2.9
XT iShares Exponential Technologies ETF 1.0 46 53 3.5 -2.2
PSC Principal U.S. Small Cap Index ETF 1.0 38 61 8.6 +2.9
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 87 7.9 +2.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.0 25 74 7.2 +1.5
IXP iShares Global Comm Services ETF 0.9 42 57 5.5 -0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 15 84 8.7 +3.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 84 8.8 +3.1
USVT US Value ETF 0.9 49 50 12.1 +6.4
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.9 35 64 8.1 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 81 8.8 +3.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 79 6.6 +0.9
RECS Columbia Research Enhanced Core ETF 0.9 15 84 6.2 +0.5
VOT Vanguard Mid-Cap Growth Index Fund 0.9 7 92 4.7 -1.0
FSMD Fidelity Small-Mid Factor ETF 0.9 29 70 7.9 +2.2
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 60 6.9 +1.2
DIVB iShares Core Dividend 0.9 5 94 8.4 +2.7
VBK Vanguard Small-Cap Growth Index Fund 0.9 7 92 1.3 -4.4
QLVE FlexShares Emerging Markets Quality Low Volatility Index Fun 0.9 40 59 7.8 +2.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.9 15 84 7.1 +1.4
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.9 29 70 11.1 +5.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 75 8.5 +2.9
DVY iShares Select Dividend ETF 0.9 38 61 9.4 +3.7
SDOG ALPS Sector Dividend Dogs ETF 0.9 36 63 10.1 +4.4
HDV iShares Core High Dividend ETF 0.9 8 91 8.8 +3.2
DURA VanEck Morningstar Durable Dividend ETF 0.9 29 70 7.7 +2.0
BMVP Invesco Bloomberg MVP Multi-Factor ETF 0.9 60 39 8.8 +3.1
CGDV Capital Group Dividend Value ETF 0.9 33 66 6.0 +0.3
QVAL Alpha Architect U.S. Quantitative Value ETF 0.9 39 60 11.6 +5.9
PEY Invesco High Yield Equity Dividend Achievers ETF 0.9 53 46 8.9 +3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.9 15 84 11.0 +5.3
WBIY WBI Power Factor High Dividend ETF 0.9 100 -1 12.5 +6.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 0.9 35 64 8.9 +3.3
PWV Invesco Dynamic Large Cap Value ETF 0.9 58 41 9.0 +3.3
FDL First Trust Morningstar Dividend Leaders Index Fund 0.9 45 54 10.7 +5.0
ZIG The Acquirers Fund 0.9 84 15 18.3 +12.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.9 56 43 5.7 0.0
SCHD Schwab U.S. Dividend Equity ETF 0.9 6 93 8.9 +3.2
NTZG Nuveen Global Net Zero Transition ETF 0.9 55 44 5.1 -0.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 38 -23.4 -29.0
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 70 6.1 +0.4
IWM iShares Russell 2000 ETF 0.8 19 80 3.9 -1.8
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 44 5.3 -0.4
VTWO Vanguard Russell 2000 Index Fund 0.8 10 89 4.0 -1.7
JEPI JPMorgan Equity Premium Income ETF 0.8 35 64 5.6 -0.1
ILCV iShares Morningstar Value ETF 0.8 4 95 7.3 +1.6
VTV Vanguard Value Index Fund 0.8 4 95 7.4 +1.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.8 15 84 5.7 -0.0
RNMC Mid Cap US Equity Select ETF 0.8 60 39 8.9 +3.2
XSW SPDR S&P Software & Services ETF 0.8 35 64 1.9 -3.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.8 25 74 7.0 +1.4
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 50 7.8 +2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 84 8.3 +2.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 64 8.3 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 80 6.8 +1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 95 6.2 +0.5
DFAS Dimensional U.S. Small Cap ETF 0.7 26 73 6.4 +0.7
ISCB iShares Morningstar Small-Cap ETF 0.7 4 95 5.3 -0.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 34 2.4 -3.3
DGT SPDR Global Dow ETF 0.7 50 49 6.4 +0.7
SPXT ProShares S&P 500 Ex-Technology ETF 0.7 9 90 6.0 +0.3
FVAL Fidelity Value Factor ETF 0.7 29 70 7.7 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 59 40 8.0 +2.3
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 57 6.4 +0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 60 4.3 -1.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 61 10.0 +4.4
IUSV iShares Core S&P U.S. Value ETF 0.7 4 95 6.3 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 79 7.3 +1.6
VYM Vanguard High Dividend Yield Index ETF 0.7 6 93 7.8 +2.1
PKW Invesco Buyback Achievers ETF 0.7 64 35 8.0 +2.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 38 8.8 +3.2
VOOV Vanguard S&P 500 Value ETF 0.7 10 89 6.1 +0.4
MGV Vanguard Mega Cap Value ETF 0.7 7 92 7.2 +1.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 25 74 7.0 +1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 84 8.5 +2.9
XLY Consumer Discretionary Select Sector SPDR Fund 0.7 10 89 4.8 -0.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 15 84 7.0 +1.3
IVE iShares S&P 500 Value ETF 0.7 18 81 6.0 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 0.7 4 95 6.1 +0.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.7 59 40 6.1 +0.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.7 15 84 7.1 +1.4
EES WisdomTree SmallCap Earnings Fund 0.6 38 61 11.4 +5.7
VXF Vanguard Extended Market Index Fund 0.6 6 93 4.0 -1.7
IWC iShares Micro-Cap ETF 0.6 60 39 -5.4 -11.1
RWL Invesco S&P 500 Revenue ETF 0.6 39 60 7.1 +1.4
EVUS iShares ESG Aware MSCI USA Value ETF 0.6 18 81 7.2 +1.5
PNQI Invesco NASDAQ Internet ETF 0.6 60 39 2.3 -3.4
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.6 47 52 -1.9 -7.5
JHEM John Hancock Multifactor Emerging Markets ETF 0.6 49 50 7.9 +2.2
IWN iShares Russell 2000 Value ETF 0.6 24 75 6.2 +0.5
SCHA Schwab U.S. Small-Cap ETF 0.6 4 95 5.2 -0.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 84 7.9 +2.3
VTWV Vanguard Russell 2000 Value Index Fund 0.6 15 84 6.4 +0.7
IWX iShares Russell Top 200 Value ETF 0.6 20 79 7.0 +1.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 69 9.5 +3.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.6 17 82 5.8 +0.1
TMFX Motley Fool Next Index ETF 0.6 50 49 3.3 -2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.6 39 60 12.1 +6.4
FVD First Trust Value Line Dividend Index Fund 0.6 65 34 6.2 +0.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.6 60 39 7.4 +1.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 89 8.1 +2.4
IJR iShares Core S&P Small Cap ETF 0.6 6 93 8.4 +2.7
BFOR Barron's 400 ETF 0.6 65 34 8.0 +2.3
PFM Invesco Dividend Achievers ETF 0.6 53 46 5.9 +0.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 96 8.4 +2.7
VSDA VictoryShares Dividend Accelerator ETF 0.5 35 64 6.6 +0.9
SDY SPDR S&P Dividend ETF 0.5 35 64 6.9 +1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 60 10.9 +5.2
STXK Strive Small-Cap ETF 0.5 18 81 5.7 +0.0
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 74 5.6 -0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 90 4.1 -1.6
CSML IQ Chaikin U.S. Small Cap ETF 0.5 35 64 5.8 +0.1
SQLV Legg Mason Small-Cap Quality Value 0.5 60 39 9.9 +4.2
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 50 6.4 +0.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 43 13.9 +8.2
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 87 7.8 +2.2
FRDM Freedom 100 Emerging Markets ETF 0.5 49 50 7.5 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 84 9.3 +3.6
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 93 8.5 +2.9
IJS iShares S&P Small-cap 600 Value ETF 0.5 18 81 9.5 +3.9
QGRO American Century STOXX U.S. Quality Growth ETF 0.5 29 70 5.9 +0.2
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 84 9.6 +3.9
GDEF Goldman Sachs Defensive Equity ETF 0.4 55 44 5.2 -0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 0.4 12 87 7.8 +2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 49 5.1 -0.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.4 15 84 7.8 +2.1
SMMD iShares Russell 2500 ETF 0.4 15 84 6.4 +0.7
FDM First Trust Dow Jones Select Microcap Index Fund 0.4 60 39 7.8 +2.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.4 59 40 9.0 +3.3
RXI iShares Global Consumer Discretionary ETF 0.4 41 58 5.5 -0.2
ROSC Hartford Multifactor Small Cap ETF 0.4 34 65 10.7 +5.0
RNSC Small Cap US Equity Select ETF 0.4 60 39 8.8 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 60 9.3 +3.6
OGIG O'Shares Global Internet Giants ETF 0.4 48 51 0.1 -5.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 26 15.1 +9.4
VALQ American Century STOXX U.S. Quality Value ETF 0.4 29 70 8.1 +2.4
SNPV Xtrackers S&P ESG Value ETF 0.4 15 84 6.2 +0.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.4 36 63 6.7 +1.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 64 8.6 +3.0
DUHP Dimensional US High Profitability ETF 0.3 21 78 7.6 +1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.3 38 61 9.4 +3.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.3 48 51 6.5 +0.8
DFUV Dimensional US Marketwide Value ETF 0.3 22 77 8.2 +2.5
HKND Humankind US Stock ETF 0.3 11 88 6.8 +1.1
HLAL Wahed FTSE USA Shariah ETF 0.3 50 49 5.1 -0.6
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 71 8.8 +3.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 61 10.7 +5.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 52 9.7 +4.0
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 70 7.5 +1.8
SHE SPDR SSGA Gender Diversity Index ETF 0.2 20 79 5.6 -0.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 42 57 8.5 +2.9
ESGS Columbia Sustainable U.S. Equity Income ETF 0.2 35 64 6.7 +1.0
WKLY SoFi Weekly Dividend ETF 0.2 49 50 7.7 +2.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 68 9.3 +3.6
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 84 8.2 +2.5
TPLC Timothy Plan US Large Cap Core ETF 0.2 52 47 6.1 +0.4
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 34 9.1 +3.4
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 86 7.4 +1.7
DFLV Dimensional US Large Cap Value ETF 0.2 22 77 8.6 +2.9
AFSM First Trust Active Factor Small Cap ETF 0.2 77 22 9.4 +3.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 69 10.4 +4.7
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 40 8.9 +3.2
VIG Vanguard Dividend Appreciation Index Fund 0.2 6 93 5.9 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 32 11.2 +5.5
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 47 8.4 +2.7
STXD Strive 1000 Dividend Growth ETF 0.1 35 64 5.7 +0.1
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 74 10.4 +4.7
DFIC Dimensional International Core Equity 2 ETF 0.1 23 76 7.1 +1.4
DGRO iShares Core Dividend Growth ETF 0.1 8 91 7.0 +1.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 69 7.5 +1.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.1 42 57 5.4 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.0 58 41 6.4 +0.7
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 64 7.4 +1.8
DFIV Dimensional International Value ETF 0.0 27 72 9.4 +3.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 96 6.5 +0.8
TGRW T. Rowe Price Growth Stock ETF 0.0 52 47 5.2 -0.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 42 5.1 -0.6
TEQI T. Rowe Price Equity Income ETF 0.0 54 45 4.8 -0.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 58 7.7 +2.1

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:
AdvisorShares Vice ETF
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 12.5 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 99 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.34 CATEGORY
AVERAGE
1.47
 
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.