Vanguard Mid-Cap Growth Index Fund
ALTAR
Score™
5.5% info Recommen-
dation
UNDERWEIGHT
2023E    2024E
P/E
ratio
22.9x P/Sales
ratio
3.6x
P/BV
ratio
4.1x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Vanguard Mid-Cap Growth Index Fund seeks to track the performance of the Morgan Stanley Capital International US Mid Cap Growth Index.

FUND BASICS
Category US Equities
Fund Sponsor Vanguard Group Inc/The
Website www.vanguard.com
Inception date Aug 17, 2006
Assets (mns) $9,611
Currency USD
Expense ratio 7 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian JPMorgan Chase Bank
Weighting Multi-Factor
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 170
Wgt avg mkt cap (mns) $26,545
Large cap (>$10bn) 97.2%
Mid cap ($2-10bn) 2.8%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CADENCE DESIGN SYS INC 2.0 %
AMPHENOL CORP-CL A 1.7 %
MOTOROLA SOLUTIONS 1.6 %
DEXCOM INC 1.6 %
MICROCHIP TECHNOLOGY INC 1.6 %
MSCI INC-A 1.5 %
ARISTA NETWORKS, INC. 1.4 %
REALTY INCOME CORP 1.4 %
CINTAS CORP 1.3 %
CHENIERE ENERGY INC 1.3 %
Total 15.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.7 %
IRELAND 2.2 %
CANADA 1.2 %
BRITAIN 0.8 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
6.9% -11.7% 8.9% 10.8% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 1.12 88%
MSCI EAFE 1.03 72%
MSCI Emg. Mkts. 0.81 52%

Technical Indicators
Recent close $187.46
30d moving avg. $191.47
Annualized volatility 25.0%
Short interest (ETF) 0.7%
Short interest (Underlying) 3.2%
Relative strength (RSI) 41

Liquidity measures
Avg. volume (thou.) 154
Turnover 0.3%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $16,424

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 952 potential alternatives to the Vanguard Mid-Cap Growth Index Fund ETF based on the alternatives' overlap in portfolio holdings with VOT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VOT Expense: 7 bp ALTAR Score™: 5.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VOT
Ticker Fund
Name
Overlap1
vs VOT
(%)
Expense
ratio
(bp)
Savings
vs VOT
(bp)
ALTAR
Score™
(%)
ALTAR
vs VOT
(%)
IWP iShares Russell Mid-Cap Growth ETF 53.6 23 -16 5.6 +0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 51.9 6 1 5.5 -0.0
VO Vanguard Mid-Cap Index Fund 50.5 4 3 7.3 +1.8
BIBL Inspire ETF 35.1 35 -28 6.3 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 33.7 4 3 7.4 +1.9
IMCB iShares Morningstar Mid-Cap ETF 33.7 4 3 7.4 +1.9
IWR iShares Russell Midcap ETF 32.4 18 -11 6.9 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 30.5 59 -52 6.7 +1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 28.6 52 -45 6.6 +1.1
TPLC Timothy Plan US Large Cap Core ETF 28.5 52 -45 7.2 +1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 26.8 9 -2 7.1 +1.7
SIZE iShares MSCI USA Size Factor ETF 26.4 15 -8 7.2 +1.7
JHMM John Hancock Multifactor Mid Cap ETF 24.8 41 -34 8.3 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 24.8 9 -2 7.3 +1.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 24.3 60 -53 6.2 +0.7
MRND IQ U.S. Mid Cap R&D Leaders ETF 23.8 16 -9 0.2 -5.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 22.9 65 -58 5.9 +0.4
QGRO American Century STOXX U.S. Quality Growth ETF 22.6 29 -22 7.2 +1.7
ETHO Etho Climate Leadership U.S. ETF 22.5 47 -40 5.3 -0.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 22.5 30 -23 9.3 +3.8
PDP Invesco DWA Momentum ETF 21.7 62 -55 5.9 +0.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 21.7 69 -62 8.0 +2.5
ALTL Pacer Lunt Large Cap Alternator ETF 21.6 60 -53 4.8 -0.7
SPHB Invesco S&P 500 High Beta ETF 21.5 25 -18 5.2 -0.3
JOET Virtus Terranova US Quality Momentum ETF 21.3 29 -22 7.2 +1.7
YPS Arrow Reverse Cap 500 ETF 21.2 29 -22 7.1 +1.6
IVDG Invesco Focused Discovery Growth ETF 21.1 59 -52 4.8 -0.7
BLES Inspire Global Hope Large Cap ETF 21.1 49 -42 7.2 +1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 20.9 30 -23 5.4 -0.1
RSP Invesco S&P 500 Equal Weight ETF 20.7 20 -13 7.4 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 20.2 59 -52 8.3 +2.8
TMFX Motley Fool Next Index ETF 20.1 50 -43 4.0 -1.5
ENTR Entrepreneur 30 Fund 19.9 49 -42 2.6 -2.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 19.0 35 -28 7.7 +2.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 19.0 35 -28 7.7 +2.2
RYT Invesco S&P 500 Equal Weight Technology ETF 18.4 40 -33 7.0 +1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 18.3 63 -56 5.3 -0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 18.2 15 -8 4.5 -1.0
RPG Invesco S&P 500 Pure Growth ETF 18.2 35 -28 9.5 +4.0
XT iShares Exponential Technologies ETF 18.1 46 -39 3.8 -1.7
IWS iShares Russell Mid-Cap Value ETF 18.0 23 -16 7.9 +2.4
MAGA Point Bridge GOP Stock Tracker ETF 18.0 72 -65 7.1 +1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 17.8 57 -50 5.4 -0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 17.8 35 -28 5.6 +0.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 17.5 20 -13 5.5 +0.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 17.5 24 -17 9.6 +4.1
SSPY Syntax Stratified LargeCap ETF 17.3 30 -23 7.7 +2.2
RNLC Large Cap US Equity Select ETF 16.9 60 -53 7.7 +2.2
PWB Invesco Dynamic Large Cap Growth ETF 16.4 56 -49 5.4 -0.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 16.3 20 -13 8.7 +3.2
BOSS Global X Founder-Run Companies ETF 15.9 45 -38 3.6 -1.9
QQQN VictoryShares Nasdaq Next 50 ETF 15.5 18 -11 6.8 +1.3
JMOM JPMorgan U.S. Momentum Factor ETF 15.4 12 -5 7.5 +2.0
SXQG 6 Meridian Quality Growth ETF 15.0 100 -93 5.6 +0.1
FXL First Trust Technology AlphaDEX Fund 14.7 61 -54 7.5 +2.0
VUG Vanguard Growth Index Fund 14.7 4 3 5.5 +0.0
EQAL Invesco Russell 1000 Equal Weight ETF 14.5 20 -13 7.2 +1.7
NULG Nuveen ESG Large-Cap Growth ETF 14.5 25 -18 5.3 -0.2
TTAC TrimTabs US Free Cash Flow Quality ETF 14.3 59 -52 8.2 +2.7
PEXL Pacer US Export Leaders ETF 14.1 60 -53 7.3 +1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 14.0 49 -42 8.1 +2.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 14.0 20 -13 7.2 +1.7
TRFM AAM Transformers ETF 14.0 49 -42 2.0 -3.5
MDCP VictoryShares THB Mid Cap ESG ETF 13.9 55 -48 6.5 +1.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 13.9 40 -33 5.4 -0.1
LCLG Logan Capital Broad Innovative Growth ETF 13.8 99 -92 7.1 +1.6
INNO Harbor Disruptive Innovation ETF 13.8 75 -68 -3.6 -9.1
RAYD Rayliant Quantitative Developed Market Equity ETF 13.7 80 -73 9.5 +4.1
ILCG iShares Morningstar Growth ETF 13.7 4 3 5.5 0.0
OGIG O'Shares Global Internet Giants ETF 13.7 48 -41 0.5 -5.0
BMED BlackRock Future Health ETF 13.6 85 -78 2.1 -3.4
XLI Industrial Select Sector SPDR Fund 13.5 10 -3 6.4 +0.9
BFOR Barron's 400 ETF 13.5 65 -58 10.7 +5.2
VXF Vanguard Extended Market Index Fund 13.2 6 1 4.5 -1.0
USXF iShares ESG Advanced MSCI USA ETF 13.2 10 -3 6.4 +0.9
JHML John Hancock Multifactor Large Cap ETF 13.2 29 -22 7.1 +1.6
ONEO SPDR Russell 1000 Momentum Focus ETF 13.2 20 -13 9.3 +3.8
FLDZ RiverNorth Volition America Patriot ETF 13.2 70 -63 7.3 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 12.8 75 -68 8.0 +2.5
EGUS iShares ESG Aware MSCI USA Growth ETF 12.7 15 -8 5.5 +0.0
SMOT VanEck Morningstar SMID Moat ETF 12.7 49 -42 9.4 +3.9
SPGP Invesco S&P 500 GARP ETF 12.7 36 -29 10.5 +5.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 12.7 9 -2 7.4 +1.9
CLRG IQ Chaikin U.S. Large Cap ETF 12.6 25 -18 6.9 +1.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.5 60 -53 5.3 -0.2
USMV iShares Edge MSCI Min Vol USA ETF 12.5 15 -8 6.8 +1.3
CGGR Capital Group Growth ETF 12.3 39 -32 5.0 -0.5
IMCV iShares Morningstar Mid-Cap Value ETF 12.3 6 1 9.5 +4.0
FIDU Fidelity MSCI Industrials Index ETF 12.3 8 -1 6.4 +0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.3 18 -11 6.6 +1.2
VIS Vanguard Industrials Index Fund 12.1 10 -3 6.1 +0.6
XDAT Franklin Exponential Data ETF 12.1 50 -43 4.5 -1.0
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 12.1 17 -10 8.7 +3.2
RYH Invesco S&P 500 Equal Weight Health Care ETF 12.1 40 -33 8.7 +3.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 12.0 10 -3 6.3 +0.8
IQM Franklin Intelligent Machines ETF 11.9 50 -43 4.1 -1.4
HAPY Harbor Corporate Culture Leaders ETF 11.7 36 -29 4.9 -0.6
SUSA iShares MSCI USA ESG Select ETF 11.7 25 -18 6.5 +1.0
VEGN US Vegan Climate ETF 11.6 60 -53 6.2 +0.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 11.6 15 -8 7.6 +2.1
MVPS Amplify Thematic All-Stars ETF 11.6 49 -42 2.1 -3.4
SCHG Schwab U.S. Large-Cap Growth ETF 11.6 40 -33 5.2 -0.3
KRMA Global X Conscious Companies ETF 11.6 43 -36 6.9 +1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.5 10 -3 6.3 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11.5 10 -3 7.0 +1.5
IETC iShares Evolved U.S. Technology ETF 11.4 18 -11 6.0 +0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 11.2 75 -68 7.7 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 11.2 12 -5 7.3 +1.8
AIEQ AI Powered Equity ETF 11.1 75 -68 -6.1 -11.6
LEAD Siren DIVCON Leaders Dividend ETF 11.0 43 -36 7.1 +1.6
XPND First Trust Expanded Technology ETF 10.9 65 -58 6.5 +1.1
GDOC Goldman Sachs Future Health Care Equity ETF 10.8 75 -68 1.8 -3.7
IGV iShares Expanded Tech-Software ETF 10.8 40 -33 4.6 -0.9
DFND Siren DIVCON Dividend Defender ETF 10.7 150 -143 6.3 +0.8
STXG Strive 1000 Growth ETF 10.7 18 -11 5.8 +0.3
DTEC ALPS Disruptive Technologies ETF 10.7 50 -43 4.5 -1.0
PSET Principal Price Setters Index ETF 10.7 15 -8 7.4 +1.9
IYJ iShares U.S. Industrials ETF 10.6 39 -32 6.4 +0.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 10.5 75 -68 4.2 -1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.4 20 -13 8.0 +2.6
VONG Vanguard Russell 1000 Growth Index Fund 10.4 8 -1 6.3 +0.8
XSW SPDR S&P Software & Services ETF 10.3 35 -28 3.2 -2.3
IWF iShares Russell 1000 Growth ETF 10.3 18 -11 6.1 +0.7
AILG Alpha Intelligent - Large Cap Growth ETF 10.2 85 -78 4.5 -1.0
RBLD First Trust Alerian US NextGen Infrastructure ETF 10.1 65 -58 6.1 +0.6
SCHM Schwab U.S. Mid-Cap ETF 10.1 4 3 7.0 +1.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 10.1 85 -78 7.8 +2.3
OALC OneAscent Large Cap Core ETF 10.0 76 -69 6.6 +1.1
MTUM iShares MSCI USA Momentum Factor ETF 9.9 15 -8 8.2 +2.7
FDMO Fidelity Momentum Factor ETF 9.8 29 -22 6.7 +1.2
XITK SPDR FactSet Innovative Technology ETF 9.7 45 -38 0.2 -5.3
FDN First Trust Dow Jones Internet Index Fund 9.7 51 -44 3.1 -2.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 9.7 108 -101 4.0 -1.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.6 15 -8 9.4 +3.9
VUSE Vident Core US Equity Fund 9.6 50 -43 9.2 +3.8
SFY SoFi Select 500 ETF 9.6 0 7 6.9 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 9.5 60 -53 6.4 +0.9
IYC iShares U.S. Consumer Services ETF 9.4 39 -32 4.4 -1.1
IEDI iShares Evolved U.S. Discretionary Spending ETF 9.4 18 -11 6.4 +0.9
AMID Argent Mid Cap ETF 9.4 52 -45 10.7 +5.2
AFLG First Trust Active Factor Large Cap ETF 9.4 55 -48 8.2 +2.7
BTHM BlackRock Future U.S. Themes ETF 9.4 60 -53 6.6 +1.1
BTEK BlackRock Future Tech ETF 9.3 88 -81 0.8 -4.7
AVLV Avantis U.S. Large Cap Value ETF 9.3 15 -8 9.4 +3.9
DEF Invesco Defensive Equity ETF 9.3 55 -48 6.8 +1.3
NULC Nuveen ESG Large-Cap ETF 9.3 20 -13 6.4 +1.0
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 9.3 40 -33 4.7 -0.8
VHT Vanguard Health Care Index Fund 9.2 10 -3 7.3 +1.8
BUYZ Franklin Disruptive Commerce ETF 9.2 50 -43 2.6 -2.9
FHLC Fidelity MSCI Health Care Index ETF 9.2 8 -1 7.2 +1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.2 18 -11 9.1 +3.6
CATH Global X S&P 500 Catholic Values Custom ETF 9.2 29 -22 6.5 +1.1
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 9.1 15 -8 6.6 +1.1
SKYY First Trust Cloud Computing ETF 9.1 60 -53 3.7 -1.8
IYH iShares U.S. Healthcare ETF 9.0 39 -32 8.1 +2.6
BOUT Innovator IBD Breakout Opportunities ETF 9.0 80 -73 7.0 +1.5
VV Vanguard Large-Cap Index Fund 9.0 4 3 6.7 +1.2
LGLV SPDR Russell 1000 Low Volatility ETF 9.0 12 -5 6.2 +0.7
FTGS First Trust Growth Strength ETF 8.9 60 -53 8.1 +2.6
FQAL Fidelity Quality Factor ETF 8.9 29 -22 7.8 +2.3
VFMO Vanguard U.S. Momentum Factor ETF 8.8 13 -6 4.4 -1.1
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 8.8 50 -43 3.7 -1.8
DSTL Distillate US Fundamental Stability & Value ETF 8.8 39 -32 8.6 +3.2
IYW iShares U.S. Technology ETF 8.8 39 -32 6.1 +0.6
IGM iShares Expanded Tech Sector ETF 8.8 40 -33 5.7 +0.3
XLY Consumer Discretionary Select Sector SPDR Fund 8.8 10 -3 5.9 +0.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 8.7 60 -53 6.2 +0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.7 2 5 6.7 +1.2
PBUS Invesco PureBeta MSCI USA ETF 8.7 4 3 6.8 +1.3
AVUS Avantis U.S. Equity ETF 8.7 15 -8 7.8 +2.4
RYJ Invesco Raymond James SB-1 Equity ETF 8.6 81 -74 5.9 +0.4
ILCB iShares Morningstar U.S. Equity ETF 8.6 3 4 6.8 +1.3
MDEV First Trust Indxx Medical Devices ETF 8.5 70 -63 3.5 -2.0
FFTY Innovator IBD 50 ETF 8.5 80 -73 2.3 -3.2
VOTE Engine No. 1 Transform 500 ETF 8.5 5 2 6.5 +1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.4 15 -8 6.4 +0.9
SCHX Schwab U.S. Large-Cap ETF 8.4 3 4 6.7 +1.2
VONE Vanguard Russell 1000 ETF 8.4 8 -1 6.7 +1.2
ESGU iShares MSCI USA ESG Optimized ETF 8.4 15 -8 6.7 +1.2
TMFM Motley Fool Mid-Cap Growth ETF 8.4 85 -78 4.9 -0.6
HTEC ROBO Global Healthcare Technology & Innovation ETF 8.4 68 -61 0.0 -5.5
STRV Strive 500 ETF 8.4 5 2 6.6 +1.2
IWB iShares Russell 1000 ETF 8.3 15 -8 6.6 +1.1
DFAU Dimensional US Core Equity Market ETF 8.3 12 -5 6.9 +1.4
IYY iShares Dow Jones U.S. ETF 8.3 20 -13 6.5 +1.0
QUAL iShares MSCI Usa Quality Factor ETF 8.3 15 -8 7.9 +2.4
JSTC Adasina Social Justice All Cap Global ETF 8.3 89 -82 6.7 +1.2
TECB iShares US Tech Breakthrough Multisector ETF 8.3 40 -33 5.4 -0.1
FXH First Trust Health Care AlphaDEX Fund 8.3 61 -54 7.3 +1.8
FMIL Fidelity New Millennium ETF 8.3 59 -52 6.9 +1.4
FUNL CornerCap Fundametrics Large-Cap ETF 8.3 50 -43 9.0 +3.5
SCHK Schwab 1000 Index ETF 8.2 5 2 6.7 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 8.2 19 -12 7.5 +2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.2 11 -4 6.7 +1.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 8.2 56 -49 6.0 +0.5
FBCG Fidelity Blue Chip Growth ETF 8.2 59 -52 2.9 -2.6
COWZ Pacer US Cash Cows 100 ETF 8.1 49 -42 13.1 +7.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 8.1 64 -57 8.2 +2.7
ESGV Vanguard ESG U.S. Stock ETF 8.1 9 -2 6.5 +1.0
IGE iShares North American Natural Resources ETF 8.1 40 -33 8.0 +2.5
KOMP SPDR Kensho New Economies Composite ETF 8.1 20 -13 -1.3 -6.8
VCR Vanguard Consumer Discretionary Index Fund 8.1 10 -3 5.9 +0.4
VTI Vanguard Total Stock Market Index Fund 8.0 3 4 6.5 +1.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.0 8 -1 5.9 +0.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 8.0 49 -42 6.6 +1.1
HLGE Hartford Longevity Economy ETF 8.0 44 -37 8.6 +3.1
VGT Vanguard Information Technology Index Fund 7.9 10 -3 6.1 +0.6
FTEC Fidelity MSCI Information Technology Index ETF 7.9 8 -1 6.1 +0.6
PINK Simplify Health Care ETF 7.9 50 -43 5.3 -0.2
VTHR Vanguard Russell 3000 Index Fund 7.9 10 -3 6.5 +1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.9 3 4 6.5 +1.0
QUS SPDR MSCI USA StrategicFactors ETF 7.9 15 -8 7.2 +1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.9 7 0 6.7 +1.2
SPMO Invesco S&P 500 Momentum ETF 7.9 13 -6 7.8 +2.3
IWV iShares Russell 3000 ETF 7.9 20 -13 6.4 +0.9
EQRR ProShares Equities for Rising Rates ETF 7.8 35 -28 10.4 +4.9
SCHB Schwab U.S. Broad Market ETF 7.8 3 4 6.6 +1.1
WGRO WisdomTree U.S. Growth & Momentum Fund 7.8 55 -48 7.7 +2.2
IPDP Dividend Performers ETF 7.8 89 -82 7.2 +1.7
IQSU IQ Candriam ESG US Equity ETF 7.8 9 -2 6.3 +0.8
ROUS Hartford Multifactor US Equity ETF 7.7 19 -12 8.7 +3.2
XLV Health Care Select Sector SPDR Fund 7.7 10 -3 9.3 +3.8
XLK Technology Select Sector SPDR Fund 7.7 10 -3 6.3 +0.8
DUHP Dimensional US High Profitability ETF 7.7 22 -15 9.0 +3.5
IVW iShares S&P 500 Growth ETF 7.6 18 -11 6.9 +1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 7.6 4 3 7.0 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.5 50 -43 6.4 +0.9
EXI iShares Global Industrials ETF 7.5 40 -33 6.5 +1.0
FXN First Trust Energy AlphaDEX Fund 7.5 64 -57 6.5 +1.0
IYE iShares U.S. Energy ETF 7.5 39 -32 8.0 +2.5
MOAT VanEck Morningstar Wide Moat ETF 7.5 47 -40 6.2 +0.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 7.5 20 -13 8.8 +3.3
FLQL Franklin LibertyQ U.S. Equity ETF 7.4 15 -8 8.4 +2.9
PWC Invesco Dynamic Market ETF 7.4 60 -53 8.1 +2.6
DFUS Dimensional U.S. Equity ETF 7.4 11 -4 6.7 +1.2
FLLV Franklin Liberty U.S. Low Volatility ETF 7.4 29 -22 6.6 +1.1
SPXT ProShares S&P 500 Ex-Technology ETF 7.4 27 -20 7.1 +1.6
SMH VanEck Semiconductor ETF 7.4 35 -28 6.9 +1.4
VOOG Vanguard S&P 500 Growth ETF 7.4 10 -3 7.0 +1.5
WCLD WisdomTree Cloud Computing Fund 7.4 45 -38 -0.1 -5.6
ROCI ROC ETF 7.3 49 -42 5.5 +0.0
VFQY Vanguard U.S. Quality Factor ETF 7.3 13 -6 9.1 +3.6
SPXN ProShares S&P 500 Ex-Financials ETF 7.3 27 -20 6.5 +1.0
BRNY Burney U.S. Factor Rotation ETF 7.3 79 -72 9.3 +3.9
PNQI Invesco NASDAQ Internet ETF 7.2 60 -53 3.4 -2.1
DSI iShares MSCI KLD 400 Social ETF 7.2 25 -18 6.7 +1.2
XVV iShares ESG Screened S&P 500 ETF 7.2 8 -1 6.7 +1.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 7.2 21 -14 4.7 -0.8
IUSG iShares Core S&P US Growth ETF 7.2 4 3 7.0 +1.6
AOTG AOT Growth and Innovation ETF 7.1 75 -68 3.7 -1.8
FTA First Trust Large Cap Value AlphaDEX Fund 7.1 59 -52 10.2 +4.7
IVV iShares Core S&P 500 ETF 7.1 3 4 6.9 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 7.1 20 -13 8.3 +2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.1 12 -5 7.3 +1.8
SPY SPDR S&P 500 ETF Trust 7.1 9 -2 6.8 +1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.1 14 -7 6.6 +1.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.0 55 -48 4.5 -1.0
SPLG SPDR Portfolio S&P 500 ETF 7.0 3 4 6.9 +1.4
RVRB Reverb ETF 7.0 30 -23 6.7 +1.2
VOO VANGUARD S&P 500 ETF 7.0 3 4 6.9 +1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.0 75 -68 11.2 +5.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.9 49 -42 6.3 +0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 6.9 27 -20 6.3 +0.8
SFYX Sofi Next 500 ETF 6.9 0 7 7.3 +1.8
SPXE ProShares S&P 500 Ex-Energy ETF 6.9 27 -20 6.5 +1.0
BYOB SoFi Be Your Own Boss ETF 6.8 59 -52 -3.2 -8.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.8 20 -13 6.6 +1.1
IYR iShares U.S. Real Estate ETF 6.8 39 -32 7.5 +2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.8 29 -22 8.8 +3.3
ACVF American Conservative Values ETF 6.8 75 -68 5.9 +0.4
QLC FlexShares US Quality Large Cap Index Fund 6.8 25 -18 7.6 +2.1
ANEW ProShares MSCI Transformational Changes ETF 6.8 45 -38 6.0 +0.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 6.8 61 -54 8.4 +2.9
ACWF iShares MSCI Global Multifactor ETF 6.7 35 -28 9.8 +4.4
USMF WisdomTree U.S. Multifactor Fund 6.7 28 -21 9.4 +3.9
TRFK Pacer Data and Digital Revolution ETF 6.7 60 -53 5.8 +0.3
CGUS Capital Group Core Equity ETF 6.7 33 -26 6.7 +1.2
HLAL Wahed FTSE USA Shariah ETF 6.6 50 -43 6.4 +0.9
NXTG First Trust Indxx NextG ETF 6.5 70 -63 6.9 +1.4
SPYV SPDR Portfolio S&P 500 Value ETF 6.5 4 3 7.3 +1.8
IVE iShares S&P 500 Value ETF 6.5 18 -11 7.2 +1.7
VOOV Vanguard S&P 500 Value ETF 6.5 10 -3 7.3 +1.8
SPTM SPDR Portfolio Total Stock Market ETF 6.5 3 4 7.0 +1.5
NZRO Strategy Shares Halt Climate Change ETF 6.5 95 -88 2.0 -3.5
QVML Invesco S&P 500 QVM Multi-factor ETF 6.5 11 -4 7.1 +1.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.4 61 -54 8.5 +3.1
SUSL iShares ESG MSCI USA Leaders ETF 6.4 10 -3 6.8 +1.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.4 65 -58 -0.5 -6.0
TOK iShares MSCI Kokusai ETF 6.4 25 -18 7.0 +1.5
GURU Global X Guru Index ETF 6.4 75 -68 5.0 -0.5
PTF Invesco DWA Technology Momentum ETF 6.4 60 -53 4.6 -0.9
RXI iShares Global Consumer Discretionary ETF 6.4 40 -33 6.7 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 6.4 10 -3 6.8 +1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.4 25 -18 7.8 +2.3
BUZZ VanEck Social Sentiment ETF 6.3 75 -68 1.5 -4.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.3 35 -28 6.9 +1.4
FTXN First Trust Nasdaq Oil & Gas ETF 6.3 60 -53 7.2 +1.7
VDE Vanguard Energy Index Fund 6.3 10 -3 8.3 +2.8
FENY Fidelity MSCI Energy Index ETF 6.3 8 -1 8.5 +3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 6.3 9 -2 7.2 +1.7
IWD iShares Russell 1000 Value ETF 6.3 18 -11 8.0 +2.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 6.3 46 -39 7.6 +2.1
VONV Vanguard Russell 1000 Value Index Fund 6.3 8 -1 8.1 +2.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.3 52 -45 7.3 +1.8
TPHD Timothy Plan High Dividend Stock ETF 6.3 52 -45 7.7 +2.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 6.2 25 -18 7.4 +1.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 6.2 47 -40 -0.9 -6.4
IUSV iShares Core S&P U.S. Value ETF 6.1 4 3 7.5 +2.0
DRLL Strive U.S. Energy ETF 6.1 41 -34 7.9 +2.4
ITAN Sparkline Intangible Value ETF 6.1 50 -43 7.8 +2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.1 20 -13 7.5 +2.0
IBB iShares NASDAQ Biotechnology ETF 6.1 44 -37 0.6 -4.9
PKW Invesco Buyback Achievers ETF 6.1 64 -57 10.3 +4.8
LYFE 2nd Vote Life Neutral Plus ETF 6.0 75 -68 7.7 +2.2
QTUM Defiance Quantum ETF 6.0 40 -33 4.7 -0.8
URTH iShares MSCI World ETF 6.0 24 -17 7.1 +1.6
WTV WisdomTree US Value Fund 5.9 12 -5 9.9 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 5.9 30 -23 10.4 +5.0
IEO iShares U.S. Oil & Gas Exploration & Production ETF 5.9 39 -32 11.2 +5.7
CACG ClearBridge All Cap Growth ETF 5.9 53 -46 4.4 -1.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5.9 96 -89 5.5 -0.0
VNQ Vanguard REIT Index Fund 5.9 12 -5 7.8 +2.3
SXUS Janus Henderson International Sustainable Equity ETF 5.8 60 -53 4.4 -1.1
XHE SPDR S&P Health Care Equipment ETF 5.8 35 -28 0.7 -4.8
FDWM Fidelity Women's Leadership ETF 5.8 59 -52 6.4 +0.9
SDY SPDR S&P Dividend ETF 5.8 35 -28 7.4 +1.9
BFTR Future Innovators ETF 5.8 80 -73 2.8 -2.7
FREL Fidelity MSCI Real Estate Index ETF 5.8 84 -77 7.0 +1.5
WLDR Affinity World Leaders Equity ETF 5.8 67 -60 10.6 +5.1
RECS Columbia Research Enhanced Core ETF 5.8 15 -8 7.8 +2.3
SHOC Strive U.S. Semiconductor ETF 5.8 40 -33 7.4 +1.9
EPS WisdomTree U.S. Earnings 500 Fund 5.7 8 -1 8.3 +2.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 5.7 45 -38 6.8 +1.3
FDLO Fidelity Low Volatility Factor ETF 5.7 29 -22 6.5 +1.0
SPHQ Invesco S&P 500 Quality ETF 5.7 15 -8 7.0 +1.5
ARVR First Trust Indxx Metaverse ETF 5.7 70 -63 4.7 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 5.7 20 -13 6.3 +0.8
IXJ iShares Global Healthcare ETF 5.6 40 -33 8.2 +2.7
GSPY Gotham Enhanced 500 ETF 5.6 50 -43 7.1 +1.6
QDYN FlexShares Quality Dividend Dynamic Index Fund 5.6 37 -30 9.4 +3.9
VIRS Pacer BioThreat Strategy ETF 5.6 70 -63 7.5 +2.0
GVLU Gotham 1000 Value ETF 5.6 50 -43 12.1 +6.6
VSLU Applied Finance Valuation Large Cap ETF 5.6 49 -42 8.0 +2.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.6 45 -38 2.2 -3.3
AVRE Avantis Real Estate ETF 5.5 17 -10 6.7 +1.2
DFAR Dimensional US Real Estate ETF 5.5 19 -12 7.6 +2.1
SCHH Schwab U.S. REIT ETF 5.5 7 0 7.8 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 5.5 4 3 8.1 +2.6
LRGF iShares Edge MSCI Multifactor USA ETF 5.5 8 -1 7.9 +2.4
PRN Invesco DWA Industrials Momentum ETF 5.5 60 -53 6.1 +0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 5.5 20 -13 6.6 +1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.5 19 -12 7.9 +2.4
ISHP First Trust S-Network E-Commerce ETF 5.5 60 -53 4.5 -1.0
CGGO Capital Group Global Growth Equity ETF 5.5 47 -40 4.9 -0.6
IHI iShares U.S. Medical Devices ETF 5.5 39 -32 5.1 -0.4
FBT First Trust NYSE Arca Biotechnology Index Fund 5.5 55 -48 1.5 -4.0
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 5.5 75 -68 3.6 -1.9
VFMF Vanguard U.S. Multifactor ETF 5.4 18 -11 10.8 +5.3
FDG American Century Focused Dynamic Growth ETF 5.4 45 -38 3.4 -2.1
SHE SPDR SSGA Gender Diversity Index ETF 5.4 20 -13 6.9 +1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.4 75 -68 6.7 +1.2
PXQ Invesco Dynamic Networking ETF 5.4 63 -56 5.2 -0.3
HEET Hartford Schroders ESG US Equity ETF 5.4 39 -32 7.6 +2.1
SOXQ Invesco PHLX Semiconductor ETF 5.4 19 -12 7.5 +2.0
SOXX iShares PHLX Semiconductor ETF 5.4 40 -33 7.4 +1.9
MOTO SmartETFs Smart Transportation & Technology ETF 5.4 68 -61 7.7 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 5.4 65 -58 2.4 -3.1
ICF iShares Cohen & Steers REIT ETF 5.4 32 -25 7.1 +1.7
HKND Humankind US Stock ETF 5.4 11 -4 8.4 +2.9
SAMT Strategas Macro Thematic Opportunities ETF 5.3 65 -58 4.2 -1.3
RESP WisdomTree US ESG Fund of Benef Interest 5.3 28 -21 7.9 +2.4
ACWI iShares MSCI ACWI ETF 5.3 32 -25 7.2 +1.7
IXN iShares Global Tech ETF 5.3 40 -33 5.9 +0.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 5.3 65 -58 7.7 +2.2
QQQ Invesco QQQ Trust 5.3 20 -13 5.9 +0.4
QQQM Invesco NASDAQ 100 ETF 5.3 15 -8 6.2 +0.7
JEPI JPMorgan Equity Premium Income ETF 5.3 35 -28 6.4 +0.9
PRAY FIS Biblically Responsible Risk Managed ETF 5.2 68 -61 7.3 +1.8
QWLD SPDR MSCI World StrategicFactors ETF 5.2 30 -23 7.6 +2.1
VOX Vanguard Telecommunication Services Index Fund 5.2 10 -3 6.4 +0.9
PLAT WisdomTree Modern Tech Platforms Fund 5.2 20 -13 1.2 -4.3
AUSF Global X Adaptive U.S. Factor ETF 5.2 27 -20 8.0 +2.5
SNPV Xtrackers S&P ESG Value ETF 5.1 15 -8 8.0 +2.5
FFND Future Fund Active ETF 5.1 101 -94 2.7 -2.8
TMFG Motley Fool Global Opportunities ETF 5.1 85 -78 4.5 -1.0
FPX First Trust US IPO Index Fund 5.1 57 -50 3.2 -2.3
STLV iShares Factors US Value Style ETF 5.1 25 -18 10.7 +5.2
IYF iShares U.S. Financials ETF 5.1 39 -32 9.1 +3.6
USVT US Value ETF 5.0 49 -42 12.8 +7.3
CZA Invesco Zacks Mid-Cap ETF 5.0 69 -62 7.8 +2.3
XWEB SPDR S&P Internet ETF 5.0 35 -28 -10.7 -16.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 5.0 8 -1 6.4 +0.9
STXD Strive 1000 Dividend Growth ETF 5.0 35 -28 6.8 +1.3
PSJ Invesco Dynamic Software ETF 5.0 56 -49 4.4 -1.1
IDAT iShares Cloud 5G and Tech ETF 5.0 47 -40 6.5 +1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.0 15 -8 7.7 +2.3
PSR Invesco Active U.S. Real Estate Fund 5.0 35 -28 7.8 +2.3
JAVA JPMorgan Active Value ETF 5.0 44 -37 7.2 +1.7
XLRE The Real Estate Select Sector SPDR Fund 5.0 10 -3 7.3 +1.8
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 5.0 40 -33 7.6 +2.1
AIQ Global X Future Analytics Tech ETF 4.9 68 -61 5.3 -0.2
CVAR Cultivar ETF 4.9 87 -80 8.7 +3.2
NANR SPDR S&P North American Natural Resources ETF 4.9 35 -28 7.6 +2.1
VRAI Virtus Real Asset Income ETF 4.9 55 -48 8.4 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 4.9 38 -31 10.3 +4.8
ROBO Robo Global Robotics & Automation Index ETF 4.9 95 -88 3.4 -2.1
METV Roundhill Ball Metaverse ETF 4.8 59 -52 4.8 -0.7
IXC iShares Global Energy ETF 4.8 40 -33 9.5 +4.0
XLE Energy Select Sector SPDR Fund 4.8 10 -3 8.6 +3.1
RYE Invesco S&P 500 Equal Weight Energy ETF 4.8 40 -33 8.7 +3.3
MOTE VanEck Morningstar ESG Moat ETF 4.8 49 -42 6.7 +1.2
XSD SPDR S&P Semiconductor ETF 4.8 35 -28 6.8 +1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 4.8 45 -38 -5.4 -10.9
FITE SPDR Kensho Future Security ETF 4.8 45 -38 3.5 -2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.8 12 -5 6.7 +1.2
WFH Direxion Work From Home ETF 4.8 45 -38 0.0 -5.5
QLV FlexShares US Quality Low Volatility Index Fund 4.8 22 -15 6.7 +1.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 4.8 25 -18 7.4 +1.9
FTXL First Trust Nasdaq Semiconductor ETF 4.7 60 -53 7.7 +2.2
KNGS UPHOLDINGS Compound Kings ETF 4.7 60 -53 5.3 -0.2
VT Vanguard Total World Stock ETF 4.7 7 0 7.3 +1.8
ESG FlexShares STOXX US ESG Impact Index Fund 4.7 32 -25 6.6 +1.1
LRGE ClearBridge Large Cap Growth ESG ETF 4.7 59 -52 4.2 -1.3
FCLD Fidelity Cloud Computing ETF 4.7 39 -32 4.9 -0.6
IYG iShares US Financial Services ETF 4.6 39 -32 9.2 +3.7
RFFC RiverFront Dynamic US Flex-Cap ETF 4.6 52 -45 7.1 +1.6
REVS Columbia Research Enhanced Value ETF 4.6 19 -12 9.6 +4.2
FILL iShares MSCI Global Energy Producers ETF 4.6 39 -32 10.5 +5.1
XOP SPDR S&P Oil & Gas Exploration & Production ETF 4.6 35 -28 13.2 +7.7
LOUP Innovator Loup Frontier Tech ETF 4.6 70 -63 2.1 -3.4
SNPG Xtrackers S&P 500 Growth ESG ETF 4.6 15 -8 7.1 +1.6
ERET iShares Environmentally Aware Real Estate ETF 4.6 30 -23 7.6 +2.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 4.6 11 -4 8.0 +2.5
REET iShares Global REIT ETF 4.6 14 -7 7.5 +2.0
FRI First Trust S&P REIT Index Fund 4.6 50 -43 7.6 +2.1
USRT iShares Core U.S. REIT ETF 4.6 8 -1 8.0 +2.5
RWO SPDR Dow Jones Global Real Estate ETF 4.6 50 -43 7.1 +1.6
RWR SPDR Dow Jones REIT ETF 4.6 25 -18 7.7 +2.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 4.5 39 -32 6.8 +1.3
PPTY PPTY-U.S. Diversified Real Estate ETF 4.5 49 -42 7.7 +2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 4.5 69 -62 11.9 +6.4
HOMZ Hoya Capital Housing ETF 4.5 30 -23 10.5 +5.0
HELX Franklin Genomic Advancements ETF 4.5 50 -43 2.3 -3.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 4.5 50 -43 7.7 +2.2
IUS Invesco Strategic US ETF 4.4 19 -12 8.1 +2.6
RNDV US Equity Dividend Select ETF 4.4 50 -43 10.0 +4.5
FCG First Trust Natural Gas ETF 4.4 60 -53 12.4 +6.9
ESGS Columbia Sustainable U.S. Equity Income ETF 4.4 35 -28 8.5 +3.0
RWL Invesco S&P 500 Revenue ETF 4.4 39 -32 7.9 +2.4
EQOP Natixis U.S. Equity Opportunities ETF 4.4 85 -78 6.5 +1.0
SPVM Invesco S&P 500 Value with Momentum ETF 4.4 39 -32 10.1 +4.7
AGNG Global X Aging Population ETF 4.4 50 -43 4.4 -1.1
SAGP Strategas Global Policy Opportunities ETF 4.3 65 -58 7.7 +2.2
FIVG Defiance Next Gen Connectivity ETF 4.3 30 -23 8.0 +2.5
FDHT Fidelity Digital Health ETF 4.3 39 -32 0.2 -5.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 4.3 17 -10 6.9 +1.4
DFUV Dimensional US Marketwide Value ETF 4.3 23 -16 9.5 +4.0
BBH VanEck Biotech ETF 4.3 35 -28 5.3 -0.2
DTD WisdomTree U.S.Total Dividend Fund 4.3 28 -21 8.3 +2.8
VIG Vanguard Dividend Appreciation Index Fund 4.3 6 1 7.1 +1.6
PRF Invesco FTSE RAFI US 1000 ETF 4.3 39 -32 8.3 +2.8
SPRX Spear Alpha ETF 4.3 75 -68 2.0 -3.5
KLDW Gavekal Knowledge Leaders Developed World ETF 4.3 75 -68 5.3 -0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 4.2 28 -21 7.9 +2.4
ROKT SPDR S&P Kensho Final Frontiers ETF 4.2 45 -38 1.8 -3.7
PSI Invesco Dynamic Semiconductors ETF 4.2 56 -49 7.4 +1.9
VFH Vanguard Financials Index Fund 4.2 10 -3 9.9 +4.4
JPRE JPMorgan Realty Income ETF 4.2 50 -43 7.1 +1.6
BUL Pacer US Cash Cows Growth ETF 4.2 60 -53 12.0 +6.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.2 29 -22 10.6 +5.1
VDNI V-Shares US Leadership Diversity ETF 4.1 29 -22 6.8 +1.3
SDG iShares Sustainable MSCI Global Impact ETF 4.1 49 -42 7.2 +1.7
NTZG Nuveen Global Net Zero Transition ETF 4.1 55 -48 6.1 +0.6
IVRA Invesco Real Assets ESG ETF 4.1 59 -52 7.2 +1.7
KCE SPDR S&P Capital Markets ETF 4.1 35 -28 9.6 +4.2
SMMD iShares Russell 2500 ETF 4.1 15 -8 6.8 +1.3
ECOZ TrueMark ESG Active Opportunities ETF 4.1 58 -51 5.4 -0.1
FNCL Fidelity MSCI Financials Index ETF 4.1 8 -1 9.9 +4.4
IWFH iShares Virtual Work and Life Multisector ETF 4.1 47 -40 -1.3 -6.8
LVOL American Century Low Volatility ETF 4.1 29 -22 6.7 +1.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 4.1 28 -21 7.2 +1.7
NUDV Nuveen ESG Dividend ETF 4.0 25 -18 8.2 +2.7
HAP VanEck Natural Resources ETF 4.0 49 -42 9.4 +3.9
FPRO Fidelity Real Estate Investment ETF 4.0 59 -52 6.1 +0.6
SNPE Xtrackers S&P 500 ESG ETF 4.0 10 -3 6.9 +1.4
AQGX AI Quality Growth ETF 4.0 97 -90 5.4 -0.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 4.0 25 -18 8.2 +2.7
EVUS iShares ESG Aware MSCI USA Value ETF 4.0 18 -11 8.4 +2.9
TMFC Motley Fool 100 Index ETF 3.9 50 -43 5.4 -0.1
VALQ American Century STOXX U.S. Quality Value ETF 3.9 29 -22 11.0 +5.5
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 3.9 60 -53 11.2 +5.7
VOE Vanguard Mid-Cap Value Index Fund 3.9 7 0 9.2 +3.7
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.9 25 -18 8.3 +2.8
KONG Formidable Fortress ETF 3.9 89 -82 6.3 +0.8
EGIS 2nd Vote Society Defended ETF 3.9 75 -68 7.5 +2.0
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 -5 10.2 +4.7
CARZ First Trust NASDAQ Global Auto Index Fund 3.8 70 -63 6.6 +1.1
PAVE Global X U.S. Infrastructure Development ETF 3.8 47 -40 7.7 +2.2
PFM Invesco Dividend Achievers ETF 3.8 53 -46 7.0 +1.6
QVAL Alpha Architect U.S. Quantitative Value ETF 3.8 49 -42 14.8 +9.3
QDF FlexShares Quality Dividend Index Fund 3.8 37 -30 8.7 +3.3
IBBQ Invesco Nasdaq Biotechnology ETF 3.8 19 -12 1.1 -4.4
XBI SPDR S&P BIOTECH ETF 3.8 35 -28 0.0 -5.5
SPMV Invesco S&P 500 Minimum Variance ETF 3.8 10 -3 6.6 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 -18 6.9 +1.4
WDNA WisdomTree BioRevolution Fund 3.7 45 -38 -4.2 -9.7
GK AdvisorShares Gerber Kawasaki ETF 3.7 81 -74 5.4 -0.1
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 -18 6.8 +1.3
STXV Strive 1000 Value ETF 3.7 18 -11 9.3 +3.9
VLUE iShares MSCI USA Value Factor ETF 3.7 15 -8 12.4 +6.9
XRT SPDR S&P Retail ETF 3.7 35 -28 1.3 -4.2
HACK ETFMG Prime Cyber Security ETF 3.7 60 -53 4.9 -0.6
CIBR First Trust NASDAQ CEA Cybersecurity ETF 3.7 60 -53 5.1 -0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.6 39 -32 5.8 +0.3
IYZ iShares U.S. Telecommunications ETF 3.6 39 -32 10.8 +5.3
LRND IQ U.S. Large Cap R&D Leaders ETF 3.6 14 -7 6.8 +1.3
FSST Fidelity Sustainability U.S. Equity ETF 3.6 59 -52 6.3 +0.8
FLRG Fidelity U.S. Multifactor ETF 3.6 29 -22 8.5 +3.0
WCBR WisdomTree Cybersecurity Fund 3.6 45 -38 1.2 -4.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.6 70 -63 6.3 +0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.6 70 -63 4.0 -1.5
MOTG VanEck Morningstar Global Wide Moat ETF 3.5 52 -45 7.1 +1.6
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 -5 8.8 +3.3
FCPI Fidelity Stocks for Inflation ETF 3.5 29 -22 10.3 +4.8
MILN Global X Millennial Consumer ETF 3.5 50 -43 3.5 -2.0
MXI iShares Global Materials ETF 3.5 40 -33 8.3 +2.8
FMAT Fidelity MSCI Materials Index ETF 3.5 84 -77 7.1 +1.6
XLB Materials Select Sector SPDR Fund 3.5 10 -3 7.1 +1.6
VAW Vanguard Materials Index Fund 3.5 10 -3 7.8 +2.3
RTM Invesco S&P 500 Equal Weight Materials ETF 3.5 40 -33 9.1 +3.6
KOCG FIS Knights of Columbus Global Belief ETF 3.5 75 -68 8.0 +2.6
RYF Invesco S&P 500 Equal Weight Financials ETF 3.5 40 -33 10.3 +4.9
ROOF IQ US Real Estate Small Cap ETF 3.5 60 -53 7.2 +1.8
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 3.4 35 -28 3.5 -2.0
DRIV Global X Autonomous & Electric Vehicles ETF 3.4 68 -61 5.0 -0.5
PRNT The 3D Printing ETF 3.4 66 -59 -3.2 -8.7
ARKX ARK Space Exploration & Innovation ETF 3.4 75 -68 2.2 -3.3
VSDA VictoryShares Dividend Accelerator ETF 3.3 35 -28 7.2 +1.7
NULV Nuveen ESG Large-Cap Value ETF 3.3 25 -18 8.6 +3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -30 7.7 +2.2
GRZZ Grizzle Growth ETF 3.3 75 -68 7.9 +2.4
RNEW VanEck Green Infrastructure ETF 3.3 45 -38 1.1 -4.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 3.3 58 -51 -0.2 -5.7
SYNB Putnam BioRevolution ETF 3.3 70 -63 3.8 -1.7
GSFP Goldman Sachs Future Planet Equity ETF 3.3 75 -68 4.0 -1.5
WUGI AXS Esoterica NextG Economy ETF 3.3 75 -68 3.6 -1.9
IVSG Invesco Select Growth ETF 3.3 48 -41 5.1 -0.4
ZECP Zacks Earnings Consistent Portfolio ETF 3.2 55 -48 6.7 +1.2
GDIV Harbor Dividend Growth Leaders ETF 3.2 50 -43 8.2 +2.7
VNSE Natixis Vaughan Nelson Select ETF 3.2 80 -73 4.5 -1.0
ILCV iShares Morningstar Value ETF 3.2 4 3 8.4 +2.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.2 52 -45 8.8 +3.3
SOLR SmartETFs Sustainable Energy II Fund 3.2 79 -72 3.8 -1.7
FTXR First Trust Nasdaq Transportation ETF 3.2 60 -53 5.3 -0.2
YALL God Bless America ETF 3.2 65 -58 4.3 -1.2
DAT ProShares Big Data Refiners ETF 3.2 58 -51 0.6 -4.9
IPO Renaissance IPO ETF 3.1 60 -53 -49.6 -55.1
BNE Blue Horizon BNE ETF 3.1 87 -80 5.2 -0.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.1 39 -32 -1.2 -6.7
DHS WisdomTree U.S. High Dividend Fund 3.1 38 -31 10.3 +4.8
ARKQ Ark Autonomous Tech. & Robotics ETF 3.1 75 -68 2.0 -3.5
MEME Roundhill MEME ETF 3.1 69 -62 -4.1 -9.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.1 45 -38 0.1 -5.4
EQUL IQ Engender Equality ETF 3.1 45 -38 7.8 +2.3
ECLN First Trust EIP Carbon Impact ETF 3.1 95 -88 4.6 -0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 3.1 45 -38 5.6 +0.1
PPA Invesco Aerospace & Defense ETF 3.0 61 -54 4.5 -1.0
CIRC JPMorgan Sustainable Consumption ETF 3.0 49 -42 5.8 +0.3
XTL SPDR S&P Telecom ETF 3.0 35 -28 6.7 +1.2
IGN iShares North American Tech-Multimedia Networking ETF 3.0 40 -33 8.0 +2.5
PXI Invesco DWA Energy Momentum ETF 3.0 60 -53 6.5 +1.0
BLLD JPMorgan Sustainable Infrastructure ETF 3.0 49 -42 5.5 -0.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 3.0 63 -56 5.1 -0.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.0 96 -89 5.5 +0.0
ARKW ARK Web x.0 ETF 3.0 83 -76 -4.8 -10.3
MRAD SmartETFs Advertising & Marketing Technology ETF 3.0 68 -61 5.2 -0.3
BAD B.A.D. ETF 2.9 75 -68 3.2 -2.3
SRHQ SRH U.S. Quality ETF 2.9 35 -28 9.1 +3.6
JRE Janus Henderson U.S. Real Estate ETF 2.9 65 -58 5.6 +0.2
IVLC Invesco US Large Cap Core ESG ETF 2.9 48 -41 6.6 +1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.9 38 -31 7.5 +2.1
BBP BioShares Biotechnology Products Fund 2.9 79 -72 -3.2 -8.7
BWEB Bitwise Web3 ETF 2.9 85 -78 2.6 -2.9
PBW Invesco WilderHill Clean Energy ETF 2.9 61 -54 -7.9 -13.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 2.8 69 -62 8.2 +2.7
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 -13 11.0 +5.5
VTV Vanguard Value Index Fund 2.8 4 3 8.6 +3.1
MAKX ProShares S&P Kensho Smart Factories ETF 2.8 58 -51 3.8 -1.7
IBUY Amplify Online Retail ETF 2.8 65 -58 -4.6 -10.1
GENY Principal Millennials Index ETF 2.8 45 -38 6.7 +1.3
IYM iShares U.S. Basic Materials ETF 2.8 39 -32 8.2 +2.7
CLOU Global X Cloud Computing ETF 2.7 68 -61 2.3 -3.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.7 49 -42 7.3 +1.8
ARKF ARK Fintech Innovation ETF 2.7 75 -68 -2.3 -7.8
REZ iShares Residential Real Estate Capped ETF 2.7 48 -41 6.8 +1.3
PTH Invesco DWA Healthcare Momentum ETF 2.7 60 -53 -3.7 -9.1
FTCS First Trust Capital Strength ETF 2.7 55 -48 7.6 +2.1
ACSI American Customer Satisfaction Core Alpha ETF 2.7 65 -58 4.7 -0.8
PY Principal Shareholder Yield Index ETF 2.7 15 -8 8.5 +3.0
LRNZ TrueMark Technology, AI & Deep Learning ETF 2.7 68 -61 -1.4 -6.9
GLIF AGFiQ Global Infrastructure ETF 2.7 45 -38 6.2 +0.7
ORFN Constrained Capital ESG Orphans ETF 2.7 75 -68 6.6 +1.1
XLF Financial Select Sector SPDR Fund 2.6 10 -3 9.3 +3.8
RTH VanEck Retail ETF 2.6 35 -28 6.7 +1.2
FXZ First Trust Materials AlphaDEX Fund 2.6 64 -57 12.7 +7.2
AILV Alpha Intelligent - Large Cap Value ETF 2.6 85 -78 7.4 +1.9
BECO BlackRock Future Climate and Sustainable Economy ETF 2.6 70 -63 5.0 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 -68 6.4 +0.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.6 60 -53 11.5 +6.1
PXE Invesco Dynamic Energy Exploration & Production ETF 2.6 63 -56 16.6 +11.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.5 46 -39 10.0 +4.5
SYLD Cambria Shareholder Yield ETF 2.5 59 -52 13.6 +8.1
OCEN IQ Clean Oceans ETF 2.5 45 -38 6.8 +1.3
AHOY Newday Ocean Health ETF 2.5 75 -68 6.7 +1.2
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 2.5 85 -78 1.2 -4.3
GBUY Goldman Sachs Future Consumer Equity ETF 2.5 75 -68 3.2 -2.3
NDIV Amplify Natural Resources Dividend Income ETF 2.5 59 -52 15.8 +10.3
SPYD SPDR S&P 500 High Dividend ETF 2.5 7 0 11.3 +5.8
SANE Subversive Mental Health ETF 2.5 75 -68 6.3 +0.8
ENRG SoFi Smart Energy ETF 2.4 59 -52 -1.7 -7.2
LVHD Legg Mason Low Volatility High Dividend ETF 2.4 27 -20 8.4 +2.9
ARKK ARK Innovation ETF 2.4 75 -68 -7.8 -13.3
VFVA Vanguard U.S. Value Factor ETF 2.4 13 -6 13.0 +7.5
RITA ETFB Green SRI REITs ETF 2.4 50 -43 5.2 -0.3
MTVR Fount Metaverse ETF 2.4 70 -63 6.6 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.4 48 -41 7.8 +2.3
JRNY ALPS Global Travel Beneficiaries ETF 2.4 65 -58 0.8 -4.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.4 30 -23 6.6 +1.1
GFGF Guru Favorite Stocks ETF 2.4 65 -58 7.1 +1.6
SPVU Invesco S&P 500 Enhanced Value ETF 2.3 13 -6 13.2 +7.7
EBIZ Global X E-Commerce ETF 2.3 50 -43 0.8 -4.7
UVDV UVA Dividend Value ETF 2.3 80 -73 7.8 +2.4
VERS ProShares Metaverse ETF 2.3 58 -51 -5.6 -11.1
VR Global X Metaverse ETF 2.3 50 -43 6.7 +1.2
GGRW Gabelli Growth Innovators ETF 2.3 90 -83 3.9 -1.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.3 47 -40 5.6 +0.2
DGRO iShares Core Dividend Growth ETF 2.3 8 -1 8.0 +2.5
FSMD Fidelity Small-Mid Factor ETF 2.3 29 -22 8.6 +3.2
OND ProShares On-Demand ETF 2.3 58 -51 -5.5 -11.0
FDVV Fidelity Core Dividend ETF 2.3 29 -22 12.1 +6.6
BNGE First Trust S-Network Streaming and Gaming ETF 2.2 70 -63 0.7 -4.8
EMLP First Trust North American Energy Infrastructure Fund 2.2 95 -88 5.9 +0.4
SNSR Global X Internet of Things Thematic ETF 2.2 68 -61 5.0 -0.5
CLNR IQ Cleaner Transport ETF 2.2 45 -38 7.2 +1.7
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 -61 4.1 -1.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 2.2 70 -63 3.2 -2.3
BTEC Principal Healthcare Innovators Index ETF 2.2 42 -35 -3.7 -9.2
SDOG ALPS Sector Dividend Dogs ETF 2.2 40 -33 11.4 +5.9
NURE Nuveen Short-Term REIT ETF 2.1 35 -28 6.3 +0.8
PUNK Subversive Metaverse ETF 2.1 75 -68 2.7 -2.8
ACES ALPS Clean Energy ETF 2.1 55 -48 -2.4 -7.9
FNX First Trust Mid Cap Core AlphaDEX Fund 2.1 59 -52 9.6 +4.1
DBLV AdvisorShares DoubleLine Value Equity ETF 2.1 91 -84 13.1 +7.6
OAIE Optimize AI Smart Sentiment Event-Driven ETF 2.1 100 -93 4.8 -0.7
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.1 55 -48 7.3 +1.8
VBK Vanguard Small-Cap Growth Index Fund 2.1 7 0 1.8 -3.7
TEMP JPMorgan Climate Change Solutions ETF 2.1 49 -42 4.6 -0.9
RUFF Alpha Dog ETF 2.0 90 -83 6.3 +0.9
IFRA iShares U.S. Infrastructure ETF 2.0 30 -23 7.1 +1.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 2.0 42 -35 7.1 +1.6
BULD Pacer BlueStar Engineering the Future ETF 2.0 60 -53 0.1 -5.4
SUBS Fount Subscription Economy ETF 2.0 70 -63 5.4 -0.1
HAUS Home Appreciation U.S. REIT ETF 2.0 60 -53 6.8 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 7 6.6 +1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 0 6.2 +0.7
IHAK iShares Cybersecurity & Tech ETF 1.9 47 -40 4.1 -1.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.9 82 -75 6.7 +1.3
DIVB iShares Core Dividend 1.9 5 2 9.5 +4.0
DIP BTD Capital Fund 1.9 129 -122 7.1 +1.6
ITA iShares U.S. Aerospace & Defense ETF 1.9 39 -32 4.4 -1.1
GNR SPDR S&P Global Natural Resources ETF 1.9 40 -33 10.5 +5.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.8 30 -23 9.5 +4.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -42 6.6 +1.1
VCLN Virtus Duff & Phelps Clean Energy ETF 1.8 59 -52 4.0 -1.5
RNMC Mid Cap US Equity Select ETF 1.8 60 -53 10.0 +4.5
FEMA Procure Disaster Recovery Strategy ETF 1.8 75 -68 5.9 +0.4
FMET Fidelity Metaverse ETF 1.8 39 -32 5.7 +0.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.7 45 -38 4.8 -0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.7 35 -28 10.1 +4.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.7 35 -28 10.1 +4.7
VFMV Vanguard U.S. Minimum Volatility ETF 1.7 13 -6 6.9 +1.5
MOON Direxion Moonshot Innovators ETF 1.7 65 -58 -28.9 -34.4
JFWD Jacob Forward ETF 1.7 75 -68 -13.9 -19.3
ERTH Invesco MSCI Sustainable Future ETF 1.7 56 -49 4.4 -1.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -78 6.1 +0.6
IYT iShares Transportation Average ETF 1.7 39 -32 4.4 -1.1
XTN SPDR S&P Transportation ETF 1.7 35 -28 -1.2 -6.7
SHPP Pacer Industrials and Logistics ETF 1.7 60 -53 10.9 +5.4
DIVZ TrueShares Low Volatility Equity Income ETF 1.6 65 -58 10.3 +4.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 -2 7.0 +1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.6 60 -53 12.4 +6.9
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 -58 10.3 +4.8
TWEB SoFi Web 3 ETF 1.6 59 -52 -15.7 -21.2
IWTR iShares MSCI Water Management Multisector ETF 1.6 47 -40 5.4 -0.1
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 1.6 50 -43 19.5 +14.0
GAMR ETFMG Video Game Tech ETF 1.6 75 -68 7.0 +1.5
HERO Global X Video Games & Esports ETF 1.6 50 -43 10.4 +4.9
BFIT Global X Health & Wellness ETF 1.6 50 -43 6.0 +0.5
EDOC Global X Telemedicine & Digital Health ETF 1.6 68 -61 -6.0 -11.5
IXG iShares Global Financials ETF 1.6 40 -33 10.4 +4.9
SCHD Schwab U.S. Dividend Equity ETF 1.6 6 1 9.7 +4.2
WRND IQ Global Equity R&D Leaders ETF 1.6 18 -11 8.5 +3.0
EVX VanEck Environmental Services ETF 1.6 55 -48 3.9 -1.6
FVAL Fidelity Value Factor ETF 1.5 29 -22 10.1 +4.6
MISL First Trust Indxx Aerospace & Defense ETF 1.5 60 -53 4.5 -1.0
XAR SPDR S&P Aerospace & Defense ETF 1.5 35 -28 1.8 -3.7
ODDS Pacer BlueStar Digital Entertainment ETF 1.5 60 -53 6.0 +0.5
ESPO VanEck Video Gaming & eSports ETF 1.5 55 -48 7.2 +1.7
BKUS BNY Mellon Sustainable US Equity ETF 1.5 60 -53 5.9 +0.4
FVD First Trust Value Line Dividend Index Fund 1.5 67 -60 6.9 +1.4
BUG Global X Cybersecurity ETF 1.5 50 -43 2.4 -3.1
VB Vanguard Small-Cap ETF 1.5 5 2 6.4 +0.9
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 1.5 40 -33 9.5 +4.0
XLC Communication Services Select Sector SPDR Fund 1.5 10 -3 8.3 +2.8
PKB Invesco Dynamic Building & Construction ETF 1.5 60 -53 10.8 +5.3
JZRO Janus Henderson Net Zero Transition Resources ETF 1.5 60 -53 7.7 +2.2
VPN Global X Data Center REITs & Digital Infrastructure ETF 1.5 50 -43 5.8 +0.3
BYTE Roundhill IO Digital Infrastructure ETF 1.5 76 -69 5.3 -0.2
SRVR Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 1.5 60 -53 7.0 +1.6
WTRE WisdomTree New Economy Real Estate Fund 1.5 58 -51 5.3 -0.2
DTRE Alerian Disruptive Technology Real Estate ETF 1.5 60 -53 7.1 +1.6
PBE Invesco Dynamic Biotechnology & Genome ETF 1.5 59 -52 2.9 -2.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.5 68 -61 0.6 -4.9
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 59 -52 6.6 +1.1
SFYF SoFi 50 ETF 1.4 29 -22 -7.9 -13.4
ARKG ARK Genomic Revolution ETF 1.4 75 -68 -11.7 -17.2
GNOM Global X Genomics & Biotechnology ETF 1.4 50 -43 -5.3 -10.8
HDV iShares Core High Dividend ETF 1.4 8 -1 10.3 +4.8
RESI Kelly Residential & Apartment Real Estate ETF 1.4 68 -61 5.6 +0.1
ICAP InfraCap Equity Income Fund ETF 1.4 80 -73 11.2 +5.7
BIDS Amplify Digital & Online Trading ETF 1.4 59 -52 8.4 +2.9
SOCL Global X Social Media ETF 1.4 65 -58 -0.7 -6.2
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.4 45 -38 3.2 -2.3
FXO First Trust Financials AlphaDEX Fund 1.4 61 -54 13.8 +8.3
BLOK Amplify Transformational Data Sharing ETF 1.4 71 -64 3.2 -2.3
CWS AdvisorShares Focused Equity ETF 1.4 66 -59 6.6 +1.1
FDL First Trust Morningstar Dividend Leaders Index Fund 1.4 45 -38 10.8 +5.3
NETL NETLease Corporate Real Estate ETF 1.4 60 -53 8.8 +3.3
AESR Anfield U.S. Equity Sector Rotation ETF 1.4 112 -105 5.8 +0.3
FIW First Trust Water ETF 1.3 53 -46 4.5 -1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.3 60 -53 7.0 +1.6
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 1.3 40 -33 6.4 +0.9
IYK iShares U.S. Consumer Goods ETF 1.3 39 -32 6.5 +1.0
FSTA Fidelity MSCI Consumer Staples Index ETF 1.3 8 -1 6.1 +0.6
XLP Consumer Staples Select Sector SPDR Fund 1.3 10 -3 6.0 +0.5
VDC Vanguard Consumer Staples Index Fund 1.3 10 -3 6.1 +0.6
JIG JPMorgan International Growth ETF 1.3 55 -48 5.2 -0.3
DKRB Subversive Decarbonization ETF 1.3 75 -68 5.1 -0.4
CNRG SPDR S&P Kensho Clean Power ETF 1.3 45 -38 2.9 -2.6
GII SPDR S&P Global Infrastructure ETF 1.3 40 -33 4.8 -0.7
MLPX Global X MLP & Energy Infrastructure ETF 1.3 45 -38 5.4 -0.1
AMZA InfraCap MLP ETF 1.3 201 -194 3.5 -2.0
UMI USCF Midstream Energy Income Fund ETF 1.3 85 -78 3.4 -2.1
ENFR Alerian Energy Infrastructure ETF 1.3 35 -28 5.2 -0.3
EINC VanEck Energy Income ETF 1.3 46 -39 5.3 -0.2
TPYP Tortoise North American Pipeline Fund 1.3 40 -33 5.7 +0.2
IGF iShares Global Infrastructure ETF 1.3 40 -33 4.8 -0.7
USAI Pacer American Energy Independence ETF 1.3 75 -68 3.7 -1.8
VAMO Cambria Value & Momentum ETF 1.3 64 -57 12.8 +7.3
FDRR Fidelity Dividend ETF for Rising Rates 1.3 29 -22 9.8 +4.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.3 35 -28 8.7 +3.2
RAFE PIMCO RAFI ESG U.S. ETF 1.3 29 -22 8.9 +3.4
PHO Invesco Water Resources ETF 1.3 60 -53 5.0 -0.5
PIO Invesco Global Water ETF 1.3 75 -68 5.7 +0.2
PFI Invesco DWA Financial Momentum ETF 1.2 60 -53 8.6 +3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.2 47 -40 6.3 +0.8
GQRE FlexShares Global Quality Real Estate Index Fund 1.2 45 -38 7.7 +2.2
RIET Hoya Capital High Dividend Yield ETF 1.2 50 -43 12.7 +7.2
IVEG iShares Emergent Food and AgTech Multisector ETF 1.2 47 -40 9.0 +3.5
ONLN ProShares Online Retail ETF 1.2 58 -51 -11.3 -16.8
WKLY SoFi Weekly Dividend ETF 1.2 49 -42 9.4 +3.9
EATZ AdvisorShares Restaurant ETF 1.2 99 -92 -2.9 -8.4
SMOG VanEck Low Carbon Energy ETF 1.2 55 -48 3.4 -2.1
ICLN iShares Global Clean Energy ETF 1.2 40 -33 3.6 -1.9
CTEC Global X CleanTech ETF 1.2 50 -43 2.9 -2.6
FRNW Fidelity Clean Energy ETF 1.2 39 -32 2.0 -3.5
GERM ETFMG Treatments Testing and Advancements ETF 1.2 68 -61 -13.6 -19.1
PYZ Invesco DWA Basic Materials Momentum ETF 1.2 60 -53 9.2 +3.7
SUPL ProShares Supply Chain Logistics ETF 1.2 58 -51 16.3 +10.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -88 2.7 -2.8
FINX Global X FinTech Thematic ETF 1.2 68 -61 5.2 -0.3
PBD Invesco Global Clean Energy ETF 1.2 75 -68 -1.3 -6.8
UAV AdvisorShares Drone Technology ETF 1.1 99 -92 5.7 +0.2
BATT Amplify Lithium & Battery Technology ETF 1.1 59 -52 4.9 -0.6
BEDZ AdvisorShares Hotel ETF 1.1 99 -92 1.6 -3.9
KXI iShares Global Consumer Staples ETF 1.1 40 -33 5.7 +0.2
CRUZ Defiance Hotel Airline and Cruise ETF 1.1 45 -38 -7.3 -12.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.1 39 -32 13.9 +8.4
IXP iShares Global Comm Services ETF 1.1 40 -33 8.0 +2.5
BJK VanEck Gaming ETF 1.1 62 -55 1.4 -4.1
IBET iBET Sports Betting and Gaming ETF 1.1 79 -72 2.3 -3.2
PWV Invesco Dynamic Large Cap Value ETF 1.1 58 -51 9.3 +3.8
VYM Vanguard High Dividend Yield Index ETF 1.1 6 1 8.8 +3.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 -23 10.3 +4.9
EZM WisdomTree U.S. MidCap Earnings Fund 1.1 38 -31 12.2 +6.7
QDIV Global X S&P 500 Quality Dividend ETF 1.1 20 -13 9.7 +4.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.1 15 -8 8.2 +2.7
VEGI iShares MSCI Global Agriculture Producers ETF 1.0 39 -32 9.0 +3.5
IDRV iShares Self-driving EV & Tech ETF 1.0 47 -40 1.0 -4.5
DEW WisdomTree Global High Dividend Fund 1.0 58 -51 11.0 +5.5
IAI iShares U.S. Broker-Dealers ETF 1.0 39 -32 8.9 +3.5
FXG First Trust Consumer Staples AlphaDEX Fund 1.0 64 -57 7.9 +2.4
YUMY VanEck Future of Food ETF 1.0 69 -62 4.1 -1.4
SQEW LeaderShares Equity Skew ETF 1.0 75 -68 6.5 +1.0
XHB SPDR S&P Homebuilders ETF 1.0 45 -38 12.1 +6.6
ITB iShares U.S. Home Construction ETF 1.0 39 -32 14.5 +9.0
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -72 6.0 +0.5
PEJ Invesco Dynamic Leisure & Entertainment ETF 1.0 55 -48 3.9 -1.6
TAN Invesco Solar ETF 0.9 69 -62 4.7 -0.8
RAYS Global X Solar ETF 0.9 50 -43 4.8 -0.7
SCHA Schwab U.S. Small-Cap ETF 0.9 4 3 6.0 +0.5
THCX The Cannabis ETF 0.9 75 -68 -150.8 -156.2
LITP Sprott Lithium Miners ETF 0.9 65 -58 8.7 +3.2
GMET VanEck Green Metals ETF 0.9 59 -52 10.0 +4.5
DMAT Global X Disruptive Materials ETF 0.9 59 -52 9.5 +4.1
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.9 85 -78 9.0 +3.5
LIT Global X Lithium & Battery Tech ETF 0.9 75 -68 6.0 +0.5
ION ProShares S&P Global Core Battery Metals ETF 0.9 58 -51 10.1 +4.6
ZSB USCF Sustainable Battery Metals Strategy Fund 0.9 59 -52 5.0 -0.5
SETM Sprott Energy Transition Materials ETF 0.9 65 -58 5.4 -0.1
FTRI First Trust Indxx Global Natural Resources Income ETF 0.9 70 -63 21.2 +15.7
MBOX Freedom Day Dividend ETF 0.9 39 -32 9.1 +3.6
MGK Vanguard Mega Cap Growth ETF 0.9 7 0 5.6 +0.1
PJP Invesco Dynamic Pharmaceuticals ETF 0.9 58 -51 10.4 +4.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.9 4 3 6.5 +1.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 1 2.3 -3.2
ISMD Inspire Small/Mid Cap Impact ETF 0.9 48 -41 6.8 +1.3
HVAL ALPS Hillman Active Value ETF 0.9 55 -48 8.2 +2.7
TMDV ProShares Russell US Dividend Growers ETF 0.9 36 -29 6.6 +1.1
KBE SPDR S&P Bank ETF 0.9 35 -28 14.1 +8.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.8 39 -32 0.2 -5.3
HART IQ Healthy Hearts ETF 0.8 45 -38 6.2 +0.7
MSGR Direxion mRNA ETF 0.8 65 -58 -2.4 -7.9
PAWZ ProShares Pet Care ETF 0.8 50 -43 4.3 -1.2
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -63 6.8 +1.3
UFO Procure Space ETF 0.8 75 -68 1.2 -4.3
ISCB iShares Morningstar Small-Cap ETF 0.8 4 3 5.6 +0.1
BCDF Horizon Kinetics Blockchain Development ETF 0.8 85 -78 1.4 -4.1
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.8 61 -54 9.3 +3.8
PBS Invesco Dynamic Media ETF 0.8 63 -56 8.7 +3.2
MOO VanEck Agribusiness ETF 0.8 52 -45 9.0 +3.5
FTAG First Trust Indxx Global Agriculture ETF 0.8 70 -63 10.3 +4.8
ERSX ERShares NextGen Entrepreneurs ETF 0.8 75 -68 6.8 +1.4
BETZ Roundhill Sports Betting & iGaming ETF 0.8 75 -68 0.9 -4.6
CBSE Changebridge Capital Sustainable Equity ETF 0.7 85 -78 2.2 -3.3
INDS Pacer Benchmark Industrial Real Estate SCTR ETF 0.7 60 -53 5.5 +0.0
KCAL Subversive Food Security ETF 0.7 75 -68 10.2 +4.7
IPAY ETFMG Prime Mobile Payments ETF 0.7 75 -68 8.2 +2.8
HOTL Kelly Hotel & Lodging Sector ETF 0.6 78 -71 3.1 -2.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.6 30 -23 10.9 +5.4
AQWA Global X Clean Water ETF 0.6 50 -43 5.1 -0.4
CGW Invesco S&P Global Water Index ETF 0.6 57 -50 4.6 -0.9
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 -40 5.3 -0.2
EBLU Ecofin Global Water ESG Fund 0.6 40 -33 4.5 -1.0
BITQ Bitwise Crypto Industry Innovators ETF 0.6 85 -78 -21.4 -26.9
STCE Schwab Crypto Thematic ETF 0.6 30 -23 -3.9 -9.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.6 48 -41 8.2 +2.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -53 8.7 +3.2
UPWD JPMorgan Social Advancement ETF 0.6 49 -42 6.7 +1.3
TIME Clockwise Capital Innovation ETF 0.6 95 -88 3.4 -2.1
IHF iShares U.S. Healthcare Providers ETF 0.6 39 -32 6.7 +1.2
XHS SPDR S&P Health Care Services ETF 0.6 35 -28 1.3 -4.2
IWX iShares Russell Top 200 Value ETF 0.5 20 -13 8.0 +2.5
EDUT Global X Education ETF 0.5 50 -43 1.8 -3.7
FOVL iShares Focused Value Factor ETF 0.5 25 -18 13.2 +7.7
IAK iShares U.S. Insurance ETF 0.5 39 -32 8.4 +2.9
KIE SPDR S&P Insurance ETF 0.5 35 -28 9.0 +3.5
AWAY ETFMG Travel Tech ETF 0.5 75 -68 -3.7 -9.2
JETS US Global Jets ETF 0.5 60 -53 -16.0 -21.5
RDOG ALPS REIT Dividend Dogs ETF 0.5 35 -28 13.1 +7.6
WDIV SPDR Global Dividend ETF 0.5 40 -33 11.8 +6.3
CGDV Capital Group Dividend Value ETF 0.5 33 -26 6.9 +1.4
MGC Vanguard Mega Cap Index Fund 0.5 7 0 6.5 +1.0
OIH VanEck Oil Services ETF 0.4 35 -28 0.7 -4.8
PXJ Invesco Dynamic Oil & Gas Services ETF 0.4 63 -56 0.1 -5.4
IEZ iShares U.S. Oil Equipment & Services ETF 0.4 39 -32 1.6 -3.9
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.4 35 -28 -1.9 -7.4
ACTV LeaderShares Activist Leaders ETF 0.4 75 -68 12.1 +6.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 -8 14.3 +8.8
KOIN Innovation Shares NextGen Protocol ETF 0.4 75 -68 7.6 +2.1
BPAY BlackRock Future Financial and Technology ETF 0.4 70 -63 11.9 +6.4
ZIG The Acquirers Fund 0.4 89 -82 16.5 +11.1
XPH SPDR S&P Pharmaceuticals ETF 0.4 35 -28 3.1 -2.4
PPH VanEck Pharmaceutical ETF 0.4 35 -28 12.9 +7.4
IHE iShares U.S. Pharmaceuticals ETF 0.4 39 -32 8.8 +3.3
DSMC Distillate Small/Mid Cash Flow ETF 0.4 55 -48 13.5 +8.0
DFAT Dimensional U.S. Targeted Value ETF 0.4 29 -22 10.1 +4.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 -13 -8.3 -13.8
GFOF Grayscale Future of Finance ETF 0.3 70 -63 -2.5 -8.0
BKCH Global X Blockchain ETF 0.3 50 -43 -30.8 -36.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.3 60 -53 2.9 -2.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.3 60 -53 -26.0 -31.5
DAM VanEck Digital Assets Mining ETF 0.3 50 -43 -322.6 -328.1
IBLC iShares Blockchain and Tech ETF 0.3 47 -40 -29.5 -35.0
DAPP VanEck Digital Transformation ETF 0.3 50 -43 -89.3 -94.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.3 6 1 5.9 +0.4
JEMA JPMorgan Emerging Markets Equity Core ETF 0.3 39 -32 8.0 +2.5
AFK VanEck Africa Index ETF 0.3 77 -70 11.6 +6.1
DFNL Davis Select Financial ETF 0.3 62 -55 9.9 +4.4
DUSA Davis Select U.S. Equity ETF 0.3 61 -54 10.3 +4.8
SMDY Syntax Stratified MidCap ETF 0.3 35 -28 8.5 +3.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 -8 10.0 +4.5
IJH iShares Core S&P Mid-Cap ETF 0.3 5 2 8.7 +3.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 -17 9.3 +3.8
SPMD SPDR Portfolio Mid Cap ETF 0.3 5 2 8.7 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 -11 9.9 +4.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.3 60 -53 10.5 +5.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.3 17 -10 7.6 +2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.3 15 -8 15.1 +9.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 -5 8.5 +3.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 -8 9.0 +3.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 -3 17.4 +11.9
MDY SPDR S&P Midcap 400 ETF Trust 0.3 22 -15 8.5 +3.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.3 15 -8 19.9 +14.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.3 15 -8 7.6 +2.1
KROP Global X AgTech & Food Innovation ETF 0.3 50 -43 -2.1 -7.6
PSL Invesco DWA Consumer Staples Momentum ETF 0.3 60 -53 5.8 +0.3
EATV VegTech Plant-based Innovation & Climate ETF 0.3 75 -68 5.1 -0.4
FTXG First Trust Nasdaq Food & Beverage ETF 0.3 60 -53 6.4 +1.0
PBJ Invesco Dynamic Food & Beverage ETF 0.3 63 -56 6.2 +0.7
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.2 40 -33 8.5 +3.0
HJEN Direxion Hydrogen ETF 0.2 45 -38 -0.0 -5.5
HYDR Global X Hydrogen ETF 0.2 50 -43 -6.9 -12.4
HDRO Defiance Next Gen H2 ETF 0.2 30 -23 -6.7 -12.2
IWL iShares Russell Top 200 ETF 0.2 15 -8 6.5 +1.0
VBR Vanguard Small Cap Value Index Fund 0.2 7 0 9.6 +4.1
DURA VanEck Morningstar Durable Dividend ETF 0.2 29 -22 9.2 +3.7
OSCV Opus Small Cap Value Plus ETF 0.2 79 -72 7.1 +1.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 -32 11.1 +5.6
SPRE SP Funds S&P Global REIT Sharia ETF 0.2 69 -62 5.2 -0.3
PUI Invesco DWA Utilities Momentum ETF 0.2 60 -53 5.7 +0.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 -10 5.9 +0.4
IAT iShares U.S. Regional Banks ETF 0.2 39 -32 14.6 +9.1
KRE SPDR S&P Regional Banking ETF 0.2 35 -28 14.1 +8.6
DIHP Dimensional International High Profitability ETF 0.1 29 -22 9.0 +3.5
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.1 35 -28 9.4 +3.9
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.1 35 -28 9.5 +4.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.1 36 -29 9.4 +3.9
FTXO First Trust Nasdaq Bank ETF 0.1 60 -53 14.8 +9.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 -11 7.9 +2.4
QINT American Century Quality Diversified International ETF 0.1 39 -32 9.6 +4.1
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 1 9.0 +3.5
NVQ QRAFT AI-Enhanced US Next Value ETF 0.1 75 -68 13.4 +8.0
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 68 -61 2.7 -2.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 -32 9.0 +3.5
AVDE Avantis International Equity ETF 0.1 23 -16 9.3 +3.8
STXK Strive Small-Cap ETF 0.0 18 -11 6.4 +0.9
KBWB Invesco KBW Bank ETF 0.0 35 -28 14.3 +8.8
CNBS Amplify Seymour Cannabis ETF 0.0 75 -68 -39.9 -45.4
DFIC Dimensional International Core Equity 2 ETF 0.0 23 -16 8.4 +2.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 -24 8.9 +3.4
DFAS Dimensional U.S. Small Cap ETF 0.0 28 -21 7.5 +2.0

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  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

Content on this tab for subscribers only

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 Mid-Cap Growth Index Fund
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.5 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 7 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.49 CATEGORY
AVERAGE
1.52
 
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.