VictoryShares Dividend Accelerator ETF
ALTAR
Score™
4.5% info Recommen-
dation
NEUTRAL
2021E    2022E
P/E
ratio
23.6x P/Sales
ratio
2.7x
P/BV
ratio
4.7x Div.
yield
1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The VictoryShares Dividend Accelerator ETF tracks an index of dividend-paying US large- and midcap stocks with a high likelihood of future dividend growth.

FUND BASICS
Category US Equities
Fund Sponsor Victory Capital Management
Website www.vcm.com
Inception date Apr 18, 2017
Assets (mns) $348
Currency USD
Expense ratio 35 bp
Distributions Monthly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 75
Wgt avg mkt cap (mns) $121,506
Large cap (>$10bn) 92.7%
Mid cap ($2-10bn) 7.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
3M CO 3.2 %
MCDONALD'S CORP 3.0 %
XCEL ENERGY INC 2.8 %
RESMED INC 2.7 %
ALLIANT ENERGY CORP 2.5 %
AON PLC 2.3 %
CONSOLIDATED EDISON INC 2.2 %
DOLLAR GENERAL CORP 2.1 %
EMERSON ELECTRIC CO 2.0 %
NIKE INC -CL B 2.0 %
Total 24.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.8 %
IRELAND 2.5 %
BRITAIN 2.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
11.9% 35.3% -- -- 17.1%

Market Correlations
versus... Beta R-squared
S&P500 0.85 91%
MSCI EAFE 0.79 76%
MSCI Emg. Mkts. 0.59 50%

Technical Indicators
Recent close $45.55
30d moving avg. $44.42
Annualized volatility 16.6%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.4%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 19
Turnover 0.3%
Bid/Ask (% of price) 0.14%
ADV underlying (mns) $42,668

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the VictoryShares Dividend Accelerator ETF ETF based on the alternatives' overlap in portfolio holdings with VSDA. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VSDA Expense: 35 bp ALTAR Score™: 4.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VSDA
Ticker Fund
Name
Overlap1
vs VSDA
(%)
Expense
ratio
(bp)
Savings
vs VSDA
(bp)
ALTAR
Score™
(%)
ALTAR
vs VSDA
(%)
TMDV ProShares Russell US Dividend Growers ETF 43.5 36 -1 4.9 +0.4
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 41.9 75 -40 4.7 +0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 41.2 35 0 5.1 +0.6
VIG Vanguard Dividend Appreciation Index Fund 35.3 6 29 5.2 +0.7
SDY SPDR S&P Dividend ETF 34.4 35 0 5.8 +1.3
PFM Invesco Dividend Achievers ETF 32.2 53 -18 5.1 +0.6
SPLV Invesco S&P 500 Low Volatility ETF 31.7 25 10 5.2 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 31.6 60 -25 4.8 +0.3
OUSA O'Shares FTSE US Quality Dividend ETF 31.5 48 -13 5.5 +1.0
FTCS First Trust Capital Strength ETF 30.8 56 -21 5.0 +0.6
FLLV Franklin Liberty U.S. Low Volatility ETF 30.8 29 6 4.8 +0.3
LSLT Salt Low truBeta US Market ETF 29.1 60 -25 5.2 +0.7
LGLV SPDR Russell 1000 Low Volatility ETF 28.3 12 23 4.4 -0.1
QUAL iShares MSCI Usa Quality Factor ETF 28.1 15 20 4.5 +0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 27.7 70 -35 4.8 +0.4
USMV iShares Edge MSCI Min Vol USA ETF 27.6 15 20 4.8 +0.4
DGRO iShares Core Dividend Growth ETF 27.2 8 27 6.0 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 26.9 25 10 5.6 +1.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 26.7 28 7 6.0 +1.6
FLQL Franklin LibertyQ U.S. Equity ETF 26.5 15 20 6.0 +1.5
FDLO Fidelity Low Volatility Factor ETF 26.2 29 6 4.3 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 26.0 10 25 4.7 +0.3
JEPI JPMorgan Equity Premium Income ETF 25.3 35 0 4.6 +0.2
PSET Principal Price Setters Index ETF 24.3 15 20 4.7 +0.2
LVOL American Century Low Volatility ETF 23.8 29 6 4.5 +0.0
QUS SPDR MSCI USA StrategicFactors ETF 23.7 15 20 5.0 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 23.7 12 23 4.9 +0.4
CCOR Core Alternative ETF 23.7 109 -74 4.2 -0.3
EQWL Invesco Russell Top 200 Equal Weight ETF 23.4 25 10 5.4 +0.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 23.4 60 -25 5.7 +1.2
FQAL Fidelity Quality Factor ETF 23.4 29 6 4.7 +0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 23.2 28 7 6.0 +1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 22.6 10 25 4.7 +0.2
SUSL iShares ESG MSCI USA Leaders ETF 22.6 10 25 4.6 +0.2
GBLO Global Beta Low Beta ETF 22.4 29 6 7.4 +2.9
JMIN JPMorgan U.S. Minimum Volatility ETF 22.2 12 23 5.3 +0.8
DTD WisdomTree U.S.Total Dividend Fund 22.0 28 7 6.1 +1.6
RBUS Nationwide Risk-Based U.S. Equity ETF 22.0 30 5 4.8 +0.4
QLV FlexShares US Quality Low Volatility Index Fund 21.3 22 13 3.9 -0.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 21.3 35 0 6.5 +2.1
FVD First Trust Value Line Dividend Index Fund 21.1 70 -35 5.4 +0.9
SCHV Schwab U.S. Large-Cap Value ETF 21.1 4 31 5.9 +1.4
LEAD Siren DIVCON Leaders Dividend ETF 20.8 43 -8 5.1 +0.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 20.8 12 23 4.7 +0.2
ACIO Aptus Collared Income Opportunity ETF 20.7 79 -44 3.8 -0.7
FLRG Fidelity U.S. Multifactor ETF 20.6 29 6 5.5 +1.0
KRMA Global X Conscious Companies ETF 20.6 43 -8 4.8 +0.3
DFND Siren DIVCON Dividend Defender ETF 20.6 144 -109 3.9 -0.6
KLCD KFA Large Cap Quality Dividend Index ETF 20.5 42 -7 5.5 +1.1
MGV Vanguard Mega Cap Value ETF 20.5 7 28 6.4 +1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 20.5 37 -2 5.6 +1.1
DSI iShares MSCI KLD 400 Social ETF 20.4 25 10 4.4 -0.1
LVHD Legg Mason Low Volatility High Dividend ETF 20.4 27 8 6.5 +2.0
VYM Vanguard High Dividend Yield Index ETF 20.3 6 29 6.7 +2.2
DEF Invesco Defensive Equity ETF 20.3 53 -18 5.3 +0.8
IQSU IQ Candriam ESG US Equity ETF 20.2 9 26 4.4 -0.1
VFMV Vanguard U.S. Minimum Volatility ETF 20.1 13 22 4.2 -0.2
SIXA 6 Meridian Mega Cap Equity ETF 20.0 86 -51 5.3 +0.8
QDF FlexShares Quality Dividend Index Fund 20.0 37 -2 5.9 +1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 19.9 65 -30 5.5 +1.0
ACVF American Conservative Values ETF 19.8 75 -40 4.0 -0.4
YLDE ClearBridge Dividend Strategy ESG ETF 19.7 60 -25 4.4 -0.0
NULC Nuveen ESG Large-Cap ETF 19.7 20 15 4.5 +0.0
RAFE PIMCO RAFI ESG U.S. ETF 19.7 30 5 6.5 +2.0
FDRR Fidelity Dividend ETF for Rising Rates 19.7 29 6 6.3 +1.8
ILCV iShares Morningstar Value ETF 19.7 4 31 6.1 +1.7
MGC Vanguard Mega Cap Index Fund 19.4 7 28 4.5 +0.0
SPHQ Invesco S&P 500 Quality ETF 19.4 15 20 4.8 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 19.3 49 -14 3.6 -0.9
ACWV iShares MSCI Global Min Vol Factor ETF 19.3 20 15 5.1 +0.6
SPYV SPDR Portfolio S&P 500 Value ETF 19.2 4 31 6.1 +1.6
IVE iShares S&P 500 Value ETF 19.2 18 17 5.9 +1.4
VOOV Vanguard S&P 500 Value ETF 19.1 10 25 6.0 +1.5
FVL First Trust Value Line 100 ETF 19.1 70 -35 0.0 -4.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 19.1 15 20 4.6 +0.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 19.0 60 -25 6.0 +1.5
IWL iShares Russell Top 200 ETF 19.0 15 20 4.4 -0.1
DIVB iShares U.S. Dividend & Buyback ETF 18.9 25 10 5.7 +1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 18.9 20 15 4.5 +0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18.9 19 16 5.3 +0.8
EPS WisdomTree U.S. Earnings 500 Fund 18.9 8 27 5.9 +1.4
VFQY Vanguard U.S. Quality Factor ETF 18.9 13 22 5.0 +0.5
SPXN ProShares S&P 500 Ex-Financials ETF 18.8 27 8 4.2 -0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 18.8 75 -40 4.2 -0.3
DURA VanEck Vectors Morningstar Durable Dividend ETF 18.7 29 6 7.2 +2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 18.7 0 35 4.5 +0.1
EFIV SPDR S&P 500 ESG ETF 18.5 10 25 4.6 +0.1
USXF iShares ESG Advanced MSCI USA ETF 18.5 10 25 4.5 +0.0
SNPE Xtrackers S&P 500 ESG ETF 18.5 10 25 4.6 +0.1
OEF iShares S&P 100 ETF 18.4 20 15 4.3 -0.2
VTV Vanguard Value Index Fund 18.3 4 31 6.3 +1.8
ROUS Hartford Multifactor US Equity ETF 18.3 19 16 5.4 +1.0
ESG FlexShares STOXX US ESG Impact Index Fund 18.3 32 3 4.4 -0.1
IUSV iShares Core S&P U.S. Value ETF 18.2 4 31 6.1 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 18.2 27 8 4.7 +0.3
PBP Invesco S&P 500 BuyWrite ETF 18.1 49 -14 4.3 -0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 18.1 20 15 4.6 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 18.1 30 5 5.3 +0.8
TPHD Timothy Plan High Dividend Stock ETF 18.1 52 -17 5.5 +1.0
ESGU iShares MSCI USA ESG Optimized ETF 18.0 15 20 4.5 -0.0
PLC Principal U.S. Large-Cap Multi-Factor Core Index ETF 18.0 15 20 0.0 -4.5
SPXE ProShares S&P 500 Ex-Energy ETF 18.0 27 8 4.5 +0.0
XYLG Global X S&P 500 Covered Call & Growth ETF 17.9 60 -25 4.2 -0.3
VOO VANGUARD S&P 500 ETF 17.9 3 32 4.7 +0.2
IWX iShares Russell Top 200 Value ETF 17.9 20 15 5.9 +1.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 17.9 35 0 5.2 +0.7
CFA VictoryShares US 500 Volatility Weighted Index ETF 17.9 35 0 5.2 +0.7
SPY SPDR S&P 500 ETF Trust 17.8 9 26 4.6 +0.1
IVV iShares Core S&P 500 ETF 17.8 3 32 4.7 +0.2
SPLG SPDR Portfolio Large Cap ETF 17.8 3 32 4.7 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 17.7 49 -14 4.4 -0.1
XLG Invesco S&P 500 Top 50 ETF 17.7 20 15 3.9 -0.6
SUSA iShares MSCI USA ESG Select ETF 17.5 25 10 4.2 -0.3
GSPY Gotham Enhanced 500 ETF 17.4 50 -15 4.6 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 17.3 7 28 4.5 -0.0
VV Vanguard Large-Cap Index Fund 17.3 4 31 4.5 0.0
ECOZ TrueMark ESG Active Opportunities ETF 17.3 58 -23 3.3 -1.2
FLV American Century Focused Large Cap Value ETF 17.3 42 -7 5.7 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 17.1 30 5 5.2 +0.7
SCHD Schwab U.S. Dividend Equity ETF 17.1 6 29 7.1 +2.6
PQLC PGIM QMA Strategic Alpha Large-Cap Core ETF 17.1 17 18 5.5 +1.0
PBUS Invesco PureBeta MSCI USA ETF 17.1 4 31 4.5 +0.1
RNLC Large Cap US Equity Select ETF 17.0 60 -25 5.0 +0.5
TTAC TrimTabs US Free Cash Flow Quality ETF 16.9 59 -24 4.7 +0.3
CATH Global X S&P 500 Catholic Values Custom ETF 16.9 29 6 4.3 -0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.9 2 33 4.6 +0.1
DFUS Dimensional U.S. Equity ETF 16.9 11 24 4.5 -0.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 16.9 9 26 4.9 +0.4
IUS Invesco Strategic US ETF 16.8 19 16 5.7 +1.2
ADME Aptus Drawdown Managed Equity ETF 16.8 79 -44 3.4 -1.1
SPTM SPDR Portfolio Total Stock Market ETF 16.8 3 32 4.7 +0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 16.8 52 -17 4.7 +0.2
EDOW First Trust Dow 30 Equal Weight ETF 16.8 50 -15 5.2 +0.7
XVV iShares ESG Screened S&P 500 ETF 16.7 8 27 4.6 +0.1
SCHX Schwab U.S. Large-Cap ETF 16.7 3 32 4.5 +0.0
DIA SPDR Dow Jones Industrial Average ETF Trust 16.7 16 19 5.1 +0.7
FMK First Trust Mega Cap AlphaDEX Fund 16.6 70 -35 0.0 -4.5
DSTL Distillate US Fundamental Stability & Value ETF 16.6 39 -4 6.2 +1.7
ILCB iShares Morningstar U.S. Equity ETF 16.5 3 32 4.5 0.0
VONE Vanguard Russell 1000 ETF 16.5 8 27 4.5 +0.0
JHML John Hancock Multifactor Large Cap ETF 16.4 29 6 4.7 +0.2
RECS Columbia Research Enhanced Core ETF 16.3 15 20 5.0 +0.5
IWB iShares Russell 1000 ETF 16.3 15 20 4.4 -0.1
SCHK Schwab 1000 Index ETF 16.2 5 30 4.5 -0.0
IYY iShares Dow Jones U.S. ETF 16.2 20 15 4.4 -0.1
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 16.0 75 -40 7.6 +3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 15.9 27 8 4.2 -0.3
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 15.9 40 -5 5.8 +1.4
RWL Invesco S&P 500 Revenue ETF 15.9 39 -4 5.8 +1.3
JHMS John Hancock Multifactor Consumer Staples ETF 15.9 40 -5 5.3 +0.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 15.9 55 -20 4.3 -0.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 15.8 25 10 5.6 +1.2
RNDV US Equity Dividend Select ETF 15.8 50 -15 6.6 +2.1
DFAU Dimensional US Core Equity Market ETF 15.8 12 23 4.7 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15.7 30 5 5.5 +1.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 15.7 7 28 6.7 +2.2
FSTA Fidelity MSCI Consumer Staples Index ETF 15.7 8 27 5.1 +0.6
JHMI John Hancock Multifactor Industrials ETF 15.7 40 -5 4.9 +0.4
VDC Vanguard Consumer Staples Index Fund 15.7 10 25 5.1 +0.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 15.5 35 0 4.9 +0.4
VTI Vanguard Total Stock Market Index Fund 15.5 3 32 4.3 -0.2
FVAL Fidelity Value Factor ETF 15.5 29 6 6.4 +1.9
HLAL Wahed FTSE USA Shariah ETF 15.5 50 -15 4.1 -0.4
VOOG Vanguard S&P 500 Growth ETF 15.5 10 25 3.8 -0.7
VTHR Vanguard Russell 3000 Index Fund 15.5 10 25 4.4 -0.1
RFFC RiverFront Dynamic US Flex-Cap ETF 15.5 52 -17 4.3 -0.2
JDIV JPMorgan U.S. Dividend ETF 15.4 12 23 6.7 +2.2
IWV iShares Russell 3000 ETF 15.4 20 15 4.3 -0.2
HDV iShares Core High Dividend ETF 15.4 8 27 6.1 +1.6
SCHB Schwab U.S. Broad Market ETF 15.4 3 32 4.4 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 15.4 39 -4 5.7 +1.3
IWY iShares Russell Top 200 Growth ETF 15.3 20 15 3.7 -0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 15.3 3 32 4.3 -0.2
XLP Consumer Staples Select Sector SPDR Fund 15.3 12 23 5.1 +0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 15.3 4 31 3.8 -0.7
IVW iShares S&P 500 Growth ETF 15.2 18 17 3.7 -0.8
QLC FlexShares US Quality Large Cap Index Fund 15.2 32 3 4.6 +0.1
SFY SoFi Select 500 ETF 15.2 0 35 4.3 -0.2
IWD iShares Russell 1000 Value ETF 15.2 19 16 5.8 +1.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 15.1 37 -2 5.7 +1.2
VONV Vanguard Russell 1000 Value Index Fund 15.1 8 27 5.9 +1.4
ESGV Vanguard ESG U.S. Stock ETF 15.0 12 23 4.5 -0.0
IUSG iShares Core S&P US Growth ETF 14.9 4 31 3.8 -0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 14.8 18 17 5.8 +1.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 14.8 25 10 5.6 +1.1
AFLG First Trust Active Factor Large Cap ETF 14.8 55 -20 5.0 +0.6
REVS Columbia Research Enhanced Value ETF 14.7 19 16 6.6 +2.2
SPQQ Siren Large Cap Blend Index ETF 14.7 20 15 3.7 -0.8
IECS iShares Evolved U.S. Consumer Staples ETF 14.7 18 17 5.2 +0.7
VTRN Victory Portfolios II VictoryShares Top Veteran Employers ET 14.7 60 -25 6.1 +1.6
VALQ American Century STOXX U.S. Quality Value ETF 14.6 29 6 6.7 +2.2
AVDG AVDR US LargeCap ESG ETF 14.6 60 -25 4.6 +0.1
XLI Industrial Select Sector SPDR Fund 14.6 12 23 4.8 +0.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 14.6 18 17 3.5 -1.0
FDVV Fidelity Core Dividend ETF 14.6 29 6 6.1 +1.7
STLC iShares Factors US Blend Style ETF 14.5 25 10 5.3 +0.8
FIDU Fidelity MSCI Industrials Index ETF 14.4 8 27 4.9 +0.4
RESP WisdomTree US ESG Fund of Benef Interest 14.3 28 7 5.4 +0.9
VIS Vanguard Industrials Index Fund 14.3 10 25 4.5 -0.0
IVLC Invesco US Large Cap Core ESG ETF 14.3 48 -13 4.3 -0.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 14.1 60 -25 3.8 -0.7
VETS Pacer Military Times Best Employers ETF 14.1 60 -25 6.2 +1.7
VONG Vanguard Russell 1000 Growth Index Fund 14.1 8 27 3.7 -0.8
RDVY First Trust Rising Dividend Achievers ETF 14.1 50 -15 6.5 +2.1
AUSF Global X Adaptive U.S. Factor ETF 14.1 27 8 7.3 +2.8
CLRG IQ Chaikin U.S. Large Cap ETF 14.1 25 10 5.0 +0.5
VLU SPDR S&P 1500 Value Tilt ETF 14.1 12 23 6.2 +1.7
IYJ iShares U.S. Industrials ETF 14.0 42 -7 4.8 +0.3
IWF iShares Russell 1000 Growth ETF 13.9 19 16 3.6 -0.9
TPLC Timothy Plan US Large Cap Core ETF 13.9 52 -17 4.5 -0.0
RGI Invesco S&P 500 Equal Weight Industrials ETF 13.9 40 -5 3.8 -0.7
MAGA Point Bridge GOP Stock Tracker ETF 13.9 72 -37 4.6 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 13.7 19 16 4.9 +0.5
IOO iShares Global 100 ETF 13.7 40 -5 4.6 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 13.7 37 -2 7.1 +2.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 13.7 35 0 7.1 +2.6
AVUS Avantis U.S. Equity ETF 13.6 15 20 5.0 +0.5
BIBL Inspire ETF 13.6 35 0 4.2 -0.3
NULV Nuveen ESG Large-Cap Value ETF 13.6 35 0 6.0 +1.5
HKND Humankind US Stock ETF 13.5 209 -174 3.7 -0.8
IYK iShares U.S. Consumer Goods ETF 13.5 43 -8 4.5 +0.0
VIRS Pacer BioThreat Strategy ETF 13.2 70 -35 4.7 +0.3
STLV iShares Factors US Value Style ETF 13.1 25 10 6.7 +2.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.1 49 -14 4.4 -0.1
PZLG Puzzle Mature Growth 13.1 10 25 3.3 -1.2
MMLG First Trust Multi-Manager Large Growth ETF 13.0 85 -50 1.5 -2.9
RSP Invesco S&P 500 Equal Weight ETF 13.0 20 15 5.1 +0.6
TOK iShares MSCI Kokusai ETF 13.0 25 10 4.7 +0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 13.0 9 26 4.9 +0.4
MXDU Nationwide Maximum Diversification US Core Equity ETF 13.0 34 1 3.7 -0.8
JOET Virtus Terranova US Quality Momentum ETF 13.0 29 6 4.6 +0.1
MGK Vanguard Mega Cap Growth ETF 13.0 7 28 3.6 -0.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 12.9 40 -5 5.9 +1.4
KXI iShares Global Consumer Staples ETF 12.8 46 -11 5.0 +0.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 12.8 25 10 4.7 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 12.7 12 23 3.6 -0.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 12.7 9 26 4.7 +0.2
JVAL JPMorgan U.S. Value Factor ETF 12.7 12 23 6.8 +2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 12.6 20 15 5.9 +1.4
JHMH John Hancock Multifactor Healthcare ETF 12.5 40 -5 5.4 +0.9
PWV Invesco Dynamic Large Cap Value ETF 12.5 56 -21 6.7 +2.2
USMF WisdomTree U.S. Multifactor Fund 12.5 28 7 6.7 +2.2
VUG Vanguard Growth Index Fund 12.5 4 31 3.5 -1.0
NULG Nuveen ESG Large-Cap Growth ETF 12.2 35 0 2.9 -1.6
URTH iShares MSCI World ETF 12.2 24 11 4.8 +0.4
FUNL CornerCap Fundametrics Large-Cap ETF 11.9 50 -15 6.9 +2.4
SYE SPDR MFS Systematic Core Equity ETF 11.9 60 -25 0.0 -4.5
SPMO Invesco S&P 500 Momentum ETF 11.9 13 22 3.4 -1.1
SPGP Invesco S&P 500 GARP ETF 11.9 34 1 5.8 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 11.8 9 26 5.1 +0.7
SHE SPDR SSGA Gender Diversity Index ETF 11.8 20 15 3.9 -0.6
DTN WisdomTree U.S. Dividend ex-Financials Fund 11.7 38 -3 7.0 +2.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 11.7 12 23 4.4 -0.1
AMCA iShares Russell 1000 Pure U.S. Revenue ETF 11.5 15 20 5.8 +1.3
VNSE Natixis Vaughan Nelson Select ETF 11.5 80 -45 2.4 -2.1
QDIV Global X S&P 500 Quality Dividend ETF 11.5 20 15 6.6 +2.1
SYV SPDR MFS Systematic Value Equity ETF 11.4 60 -25 0.0 -4.5
XLV Health Care Select Sector SPDR Fund 11.2 12 23 6.7 +2.2
IYH iShares U.S. Healthcare ETF 11.2 43 -8 5.8 +1.3
LOWC SPDR MSCI ACWI Low Carbon Target ETF 11.1 20 15 5.2 +0.7
TMFC Motley Fool 100 Index ETF 11.0 50 -15 3.1 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 11.0 20 15 5.2 +0.8
LRGF iShares Edge MSCI Multifactor USA ETF 10.9 20 15 6.2 +1.7
ACWI iShares MSCI ACWI ETF 10.9 32 3 5.0 +0.6
FHLC Fidelity MSCI Health Care Index ETF 10.9 8 27 5.0 +0.5
VHT Vanguard Health Care Index Fund 10.9 10 25 5.1 +0.6
EUSA iShares MSCI USA Equal Weighted ETF 10.7 15 20 4.6 +0.2
FCPI Fidelity Stocks for Inflation ETF 10.7 29 6 5.3 +0.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 10.7 56 -21 5.6 +1.1
HIPR Direxion High Growth ETF 10.6 40 -5 3.4 -1.1
GDVD Principal Active Global Dividend Income ETF 10.5 58 -23 0.0 -4.5
FTA First Trust Large Cap Value AlphaDEX Fund 10.5 60 -25 7.4 +2.9
EXI iShares Global Industrials ETF 10.5 46 -11 4.7 +0.2
SIZE iShares MSCI USA Size Factor ETF 10.4 15 20 4.6 +0.2
JHMF John Hancock Multifactor Financials ETF 10.4 40 -5 6.3 +1.8
DIVS SmartETFs Dividend Builder ETF 10.4 65 -30 5.3 +0.8
IXJ iShares Global Healthcare ETF 10.3 46 -11 5.9 +1.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 10.3 29 6 6.0 +1.5
HLGE Hartford Longevity Economy ETF 10.2 44 -9 5.9 +1.4
RVRS Reverse Cap Weighted U.S. Large Cap ETF 10.2 29 6 5.3 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.2 75 -40 3.1 -1.4
FXU First Trust Utilities AlphaDEX Fund 10.2 62 -27 5.4 +0.9
BFOR Barron's 400 ETF 10.0 70 -35 5.8 +1.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 10.0 41 -6 5.2 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 10.0 59 -24 5.2 +0.7
GOAT VanEck Vectors Morningstar Global Wide Moat ETF 9.9 52 -17 4.9 +0.4
QSY WisdomTree U.S. LargeCap Value Fund 9.9 38 -3 6.6 +2.1
VT Vanguard Total World Stock ETF 9.8 8 27 5.3 +0.8
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 9.8 30 5 5.1 +0.6
IYC iShares U.S. Consumer Services ETF 9.8 43 -8 2.7 -1.8
VEGN US Vegan Climate ETF 9.8 60 -25 3.7 -0.8
VFLQ Vanguard U.S. Liquidity Factor ETF 9.8 13 22 3.1 -1.3
ILCG iShares Morningstar Growth ETF 9.8 4 31 3.0 -1.5
AVDR AVDR US LargeCap Leading ETF 9.7 60 -25 5.1 +0.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 9.7 68 -33 4.3 -0.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 9.6 17 18 6.1 +1.6
SIXL 6 Meridian Low Beta Equity Strategy ETF 9.5 88 -53 4.4 -0.1
QGRO American Century STOXX U.S. Quality Growth ETF 9.5 29 6 3.9 -0.6
ACWF iShares MSCI Global Multifactor ETF 9.5 35 0 7.3 +2.9
DVY iShares Select Dividend ETF 9.4 39 -4 7.6 +3.1
ACSI American Customer Satisfaction Core Alpha ETF 9.3 66 -31 4.5 +0.1
HART IQ Healthy Hearts ETF 9.3 45 -10 4.1 -0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.3 75 -40 5.5 +1.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 9.2 42 -7 4.6 +0.1
ANEW ProShares MSCI Transformational Changes ETF 9.1 45 -10 2.6 -1.9
AIEQ AI Powered Equity ETF 9.0 80 -45 -0.2 -4.6
MOAT VanEck Vectors Morningstar Wide Moat ETF 9.0 47 -12 5.3 +0.8
FXH First Trust Health Care AlphaDEX Fund 9.0 61 -26 5.3 +0.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 9.0 46 -11 4.4 -0.1
FXG First Trust Consumer Staples AlphaDEX Fund 9.0 63 -28 7.2 +2.7
XLY Consumer Discretionary Select Sector SPDR Fund 9.0 12 23 3.3 -1.2
JOYY Infusive Compounding Global Equities ETF 9.0 50 -15 3.8 -0.7
DGT SPDR Global Dow ETF 8.9 50 -15 6.4 +1.9
ONEY SPDR Russell 1000 Yield Focus ETF 8.8 20 15 7.4 +2.9
RYU Invesco S&P 500 Equal Weight Utilities ETF 8.8 40 -5 5.7 +1.2
STLG iShares Factors US Growth Style ETF 8.7 25 10 4.5 +0.1
VCR Vanguard Consumer Discretionary Index Fund 8.7 10 25 3.4 -1.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.7 8 27 3.5 -1.0
IEHS iShares Evolved U.S. Healthcare Staples ETF 8.5 18 17 4.7 +0.2
JHMC John Hancock Multifactor Consumer Discretionary ETF 8.4 40 -5 3.3 -1.2
IDU iShares U.S. Utilities ETF 8.3 43 -8 5.2 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 8.3 25 10 5.2 +0.7
VFMF Vanguard U.S. Multifactor ETF 8.3 19 16 7.0 +2.5
FUTY Fidelity MSCI Utilities Index ETF 8.3 8 27 5.5 +1.0
VPU Vanguard Utilities Index Fund 8.3 10 25 5.5 +1.0
ETHO Etho Climate Leadership U.S. ETF 8.3 48 -13 3.8 -0.7
JHMU John Hancock Multifactor Utilities ETF 8.2 40 -5 5.4 +0.9
RXI iShares Global Consumer Discretionary ETF 8.2 46 -11 3.8 -0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 8.0 52 -17 7.3 +2.8
PY Principal Shareholder Yield Index ETF 8.0 15 20 8.1 +3.6
FDMO Fidelity Momentum Factor ETF 7.9 29 6 3.8 -0.7
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 7.9 40 -5 3.9 -0.6
RYT Invesco S&P 500 Equal Weight Technology ETF 7.9 40 -5 4.8 +0.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.9 50 -15 3.0 -1.5
XLU Utilities Select Sector SPDR Fund 7.9 12 23 5.4 +0.9
IYF iShares U.S. Financials ETF 7.8 42 -7 5.7 +1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.8 60 -25 3.6 -0.9
SCHG Schwab U.S. Large-Cap Growth ETF 7.7 4 31 3.2 -1.3
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 7.7 45 -10 4.4 -0.1
JSTC Adasina Social Justice All Cap Global ETF 7.7 89 -54 4.6 +0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 7.7 58 -23 3.9 -0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 7.7 35 0 4.1 -0.4
FTXD First Trust Nasdaq Retail ETF 7.7 60 -25 4.9 +0.4
RTH VanEck Vectors Retail ETF 7.7 35 0 4.6 +0.1
PAVE Global X U.S. Infrastructure Development ETF 7.6 47 -12 4.7 +0.2
SDGA Impact Shares Sustainable Development Goals Global ETF 7.6 75 -40 5.3 +0.9
LSAT Leadershares Alphafactor Tactical Focused ETF 7.6 99 -64 7.1 +2.6
FTC First Trust Large Cap Growth AlphaDEX Fund 7.5 60 -25 2.6 -1.8
IHI iShares U.S. Medical Devices ETF 7.4 42 -7 3.0 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 7.4 20 15 5.0 +0.5
SYG SPDR MFS Systematic Growth Equity ETF 7.4 60 -25 0.0 -4.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -25 4.1 -0.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 7.3 24 11 5.5 +1.0
PUI Invesco DWA Utilities Momentum ETF 7.3 60 -25 4.9 +0.5
RYF Invesco S&P 500 Equal Weight Financials ETF 7.2 40 -5 7.1 +2.6
SPVU Invesco S&P 500 Enhanced Value ETF 7.1 13 22 8.5 +4.0
IEFN iShares Evolved U.S. Financials ETF 7.1 18 17 7.4 +2.9
FTLB First Trust Hedged BuyWrite Income ETF 7.1 85 -50 4.9 +0.5
FTHI First Trust High Income ETF 7.1 85 -50 5.0 +0.5
XLK Technology Select Sector SPDR Fund 7.0 12 23 4.2 -0.3
IWS iShares Russell Mid-Cap Value ETF 7.0 24 11 5.5 +1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.9 80 -45 4.9 +0.4
SFYF SoFi 50 ETF 6.9 29 6 -1.3 -5.8
VGT Vanguard Information Technology Index Fund 6.9 10 25 3.9 -0.6
FTEC Fidelity MSCI Information Technology Index ETF 6.8 8 27 3.9 -0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 6.8 20 15 6.2 +1.7
QYLD Global X NASDAQ 100 Covered Call ETF 6.8 60 -25 3.3 -1.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 6.8 64 -29 5.7 +1.2
NUSI Nationwide Risk-Managed Income ETF 6.8 68 -33 3.2 -1.3
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 6.8 60 -25 3.2 -1.3
QQQM Invesco NASDAQ 100 ETF 6.7 15 20 3.6 -0.9
QQQ Invesco QQQ Trust 6.7 20 15 3.6 -0.9
IXN iShares Global Tech ETF 6.7 46 -11 3.9 -0.5
DHS WisdomTree U.S. High Dividend Fund 6.7 38 -3 7.8 +3.3
XHE SPDR S&P Health Care Equipment ETF 6.7 35 0 -0.2 -4.7
UTES Virtus Reaves Utilities ETF 6.6 49 -14 4.6 +0.1
ECLN First Trust EIP Carbon Impact ETF 6.6 97 -62 3.3 -1.2
ESGS Columbia Sustainable U.S. Equity Income ETF 6.6 35 0 7.6 +3.2
CZA Invesco Zacks Mid-Cap ETF 6.6 69 -34 4.9 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 6.5 70 -35 7.5 +3.1
IGM iShares Expanded Tech Sector ETF 6.5 46 -11 3.3 -1.2
JXI iShares Global Utilities ETF 6.3 46 -11 5.4 +0.9
IFRA iShares U.S. Infrastructure ETF 6.3 40 -5 3.4 -1.1
IYG iShares US Financial Services ETF 6.3 42 -7 5.9 +1.4
IETC iShares Evolved U.S. Technology ETF 6.3 18 17 3.5 -1.0
JHMA John Hancock Multifactor Materials ETF 6.3 40 -5 5.7 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 6.3 6 29 6.2 +1.7
XLF Financial Select Sector SPDR Fund 6.3 12 23 6.7 +2.2
KOIN Innovation Shares NextGen Protocol ETF 6.2 95 -60 3.7 -0.8
IWR iShares Russell Midcap ETF 6.2 19 16 4.5 +0.0
SDOG ALPS Sector Dividend Dogs ETF 6.2 40 -5 8.0 +3.5
TECB iShares US Tech Breakthrough Multisector ETF 6.1 40 -5 3.3 -1.2
VFH Vanguard Financials Index Fund 6.1 10 25 7.0 +2.5
FNCL Fidelity MSCI Financials Index ETF 6.1 8 27 7.0 +2.5
FTXG First Trust Nasdaq Food & Beverage ETF 6.1 60 -25 6.4 +1.9
HOMZ Hoya Capital Housing ETF 6.1 30 5 6.8 +2.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.1 65 -30 8.0 +3.6
DBLV AdvisorShares DoubleLine Value Equity ETF 6.0 91 -56 5.6 +1.2
GCOW Pacer Global High Dividend ETF 5.9 60 -25 9.5 +5.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.9 4 31 4.6 +0.1
GBDV Global Beta Smart Income ETF 5.9 29 6 8.3 +3.8
IMCB iShares Morningstar Mid-Cap ETF 5.9 4 31 4.6 +0.1
SQEW LeaderShares Equity Skew ETF 5.8 75 -40 5.7 +1.2
TUSA First Trust Total US Market AlphaDEX ETF 5.8 70 -35 5.7 +1.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 5.8 21 14 2.9 -1.5
PJP Invesco Dynamic Pharmaceuticals ETF 5.7 56 -21 11.8 +7.3
GURU Global X Guru Index ETF 5.7 75 -40 2.7 -1.8
SDG iShares Sustainable MSCI Global Impact ETF 5.6 49 -14 6.4 +2.0
WLDR Affinity World Leaders Equity ETF 5.6 67 -32 7.7 +3.2
AMER Emles Made in America ETF 5.6 49 -14 7.0 +2.5
JHMM John Hancock Multifactor Mid Cap ETF 5.5 42 -7 4.6 +0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.4 6 29 3.0 -1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.4 47 -12 5.6 +1.1
XT iShares Exponential Technologies ETF 5.4 47 -12 4.6 +0.1
EQOP Natixis U.S. Equity Opportunities ETF 5.3 90 -55 4.0 -0.4
CACG ClearBridge All Cap Growth ETF 5.3 53 -18 3.7 -0.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 5.3 63 -28 5.4 +1.0
LRGE ClearBridge Large Cap Growth ESG ETF 5.3 59 -24 2.9 -1.5
EMLP First Trust North American Energy Infrastructure Fund 5.2 96 -61 4.6 +0.1
KIE SPDR S&P Insurance ETF 5.2 35 0 7.3 +2.8
PSL Invesco DWA Consumer Staples Momentum ETF 5.2 60 -25 4.8 +0.3
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 5.2 112 -77 3.2 -1.3
FDG American Century Focused Dynamic Growth ETF 5.1 45 -10 1.9 -2.6
LCG Sterling Capital Focus Equity ETF 5.1 59 -24 2.2 -2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.1 30 5 7.3 +2.8
VAW Vanguard Materials Index Fund 5.0 10 25 5.5 +1.0
FMAT Fidelity MSCI Materials Index ETF 5.0 8 27 5.5 +1.0
TPAY Tortoise Digital Payments Infrastructure Fund 5.0 40 -5 4.3 -0.2
EGIS 2nd Vote Society Defended ETF 4.9 75 -40 5.6 +1.1
FXO First Trust Financials AlphaDEX Fund 4.9 62 -27 8.5 +4.0
PWB Invesco Dynamic Large Cap Growth ETF 4.9 56 -21 3.1 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 4.9 45 -10 7.7 +3.2
EVX VanEck Vectors Environmental Services ETF 4.9 55 -20 3.0 -1.4
VOE Vanguard Mid-Cap Value Index Fund 4.9 7 28 6.1 +1.6
BLES Inspire Global Hope Large Cap ETF 4.8 52 -17 4.9 +0.4
GLIF AGFiQ Global Infrastructure ETF 4.7 45 -10 4.3 -0.2
KLDW Gavekal Knowledge Leaders Developed World ETF 4.7 75 -40 3.7 -0.7
IEIH iShares Evolved U.S. Innovative Healthcare ETF 4.7 18 17 4.0 -0.4
RPV Invesco S&P 500 Pure Value ETF 4.7 35 0 8.9 +4.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.6 63 -28 1.8 -2.7
RNMC Mid Cap US Equity Select ETF 4.6 60 -25 6.0 +1.5
GVIP Goldman Sachs Hedge Industry VIP ETF 4.6 45 -10 3.3 -1.2
VO Vanguard Mid-Cap Index Fund 4.6 4 31 4.3 -0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 4.6 12 23 5.6 +1.1
DIV Global X SuperDividend US ETF 4.6 45 -10 6.7 +2.3
INFR Legg Mason Global Infrastructure ETF 4.5 40 -5 5.4 +0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.5 15 20 4.3 -0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 4.5 17 18 4.3 -0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.5 15 20 4.3 -0.1
MILN Global X Millennial Consumer ETF 4.5 50 -15 2.1 -2.4
PWC Invesco Dynamic Market ETF 4.4 58 -23 5.7 +1.2
IWP iShares Russell Mid-Cap Growth ETF 4.4 24 11 2.8 -1.7
XRT SPDR S&P Retail ETF 4.4 35 0 4.5 +0.1
RPG Invesco S&P 500 Pure Growth ETF 4.4 35 0 3.0 -1.5
SPMD SPDR Portfolio Mid Cap ETF 4.4 5 30 5.5 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 4.4 10 25 5.6 +1.1
IJH iShares Core S&P Mid-Cap ETF 4.4 5 30 5.5 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 4.4 23 12 5.3 +0.9
BMED BlackRock Future Health ETF 4.3 85 -50 -0.8 -5.2
SPVM Invesco S&P 500 Value with Momentum ETF 4.3 39 -4 7.2 +2.7
PPH VanEck Vectors Pharmaceutical ETF 4.3 35 0 10.2 +5.7
IHE iShares U.S. Pharmaceuticals ETF 4.3 42 -7 6.2 +1.7
XPH SPDR S&P Pharmaceuticals ETF 4.3 35 0 1.9 -2.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.3 60 -25 -3.2 -7.7
AGNG Global X Aging Population ETF 4.3 50 -15 3.2 -1.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 4.2 69 -34 4.2 -0.2
PDP Invesco DWA Momentum ETF 4.2 62 -27 2.6 -1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.0 29 6 6.6 +2.2
BUZZ VanEck Vectors Social Sentiment ETF 4.0 75 -40 3.1 -1.4
CVY Invesco Zacks Multi-Asset Income ETF 3.9 94 -59 8.0 +3.5
STMB iShares Factors US Mid Blend Style ETF 3.9 30 5 5.4 +0.9
IYM iShares U.S. Basic Materials ETF 3.9 43 -8 4.8 +0.3
WWOW Direxion World Without Waste ETF 3.9 50 -15 1.0 -3.5
XMHQ Invesco S&P MidCap Quality ETF 3.9 25 10 5.9 +1.4
GRES IQ Global Resources ETF 3.9 78 -43 6.2 +1.7
VOT Vanguard Mid-Cap Growth Index Fund 3.9 7 28 2.7 -1.8
VFVA Vanguard U.S. Value Factor ETF 3.8 14 21 8.3 +3.8
IXG iShares Global Financials ETF 3.8 46 -11 8.1 +3.7
CWS AdvisorShares Focused Equity ETF 3.8 77 -42 4.3 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.8 15 20 5.8 +1.3
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 3.8 25 10 6.6 +2.2
LYFE 2nd Vote Life Neutral Plus ETF 3.7 75 -40 5.8 +1.3
PEXL Pacer US Export Leaders ETF 3.7 60 -25 3.7 -0.8
KCE SPDR S&P Capital Markets ETF 3.7 35 0 7.1 +2.6
DTEC ALPS Disruptive Technologies ETF 3.6 50 -15 2.8 -1.7
MXI iShares Global Materials ETF 3.6 45 -10 5.3 +0.8
RTM Invesco S&P 500 Equal Weight Materials ETF 3.6 40 -5 5.1 +0.6
XLB Materials Select Sector SPDR Fund 3.6 12 23 5.0 +0.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.6 15 20 6.7 +2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 3.5 18 17 6.5 +2.0
MDYV SPDR S&P 400 Mid Cap Value ETF 3.5 15 20 6.5 +2.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.5 75 -40 6.4 +2.0
PAWZ ProShares Pet Care ETF 3.5 50 -15 2.0 -2.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 3.4 50 -15 5.6 +1.1
SCHM Schwab U.S. Mid-Cap ETF 3.4 4 31 4.7 +0.2
ICLN iShares Global Clean Energy ETF 3.4 46 -11 4.9 +0.4
PRN Invesco DWA Industrials Momentum ETF 3.4 60 -25 2.1 -2.4
FSMD Fidelity Small-Mid Factor ETF 3.4 29 6 5.9 +1.4
VRAI Virtus Real Asset Income ETF 3.4 55 -20 6.6 +2.1
PBJ Invesco Dynamic Food & Beverage ETF 3.3 63 -28 5.4 +0.9
IAK iShares U.S. Insurance ETF 3.3 42 -7 7.5 +3.0
DON WisdomTree U.S. MidCap Dividend Fund 3.3 38 -3 6.5 +2.0
IPAY ETFMG Prime Mobile Payments ETF 3.2 75 -40 4.7 +0.2
LUXE Emles Luxury Goods ETF 3.1 60 -25 2.9 -1.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.1 75 -40 3.7 -0.8
FAN First Trust Global Wind Energy ETF 3.1 62 -27 5.9 +1.4
DEW WisdomTree Global High Dividend Fund 3.1 58 -23 8.3 +3.9
FNK First Trust Mid Cap Value AlphaDEX Fund 3.1 70 -35 7.5 +3.0
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.1 40 -5 5.4 +0.9
PEJ Invesco Dynamic Leisure & Entertainment ETF 3.0 63 -28 5.2 +0.7
VICE AdvisorShares Vice ETF 3.0 99 -64 3.7 -0.8
QVAL Alpha Architect U.S. Quantitative Value ETF 3.0 49 -14 8.0 +3.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.0 85 -50 3.5 -1.0
RWK Invesco S&P MidCap 400 Revenue ETF 2.9 39 -4 6.3 +1.8
FOVL iShares Focused Value Factor ETF 2.9 25 10 8.7 +4.2
XSW SPDR S&P Software & Services ETF 2.9 35 0 2.8 -1.7
JHMT John Hancock Multifactor Technology ETF 2.9 40 -5 4.0 -0.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.9 57 -22 3.7 -0.8
IYW iShares U.S. Technology ETF 2.9 43 -8 3.5 -1.0
XNTK SPDR NYSE Technology ETF 2.9 35 0 3.0 -1.5
QTUM Defiance Quantum ETF 2.8 40 -5 4.9 +0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.8 60 -25 4.9 +0.5
IHF iShares U.S. Healthcare Providers ETF 2.8 42 -7 6.6 +2.1
XHS SPDR S&P Health Care Services ETF 2.8 35 0 4.1 -0.4
CNRG SPDR S&P Kensho Clean Power ETF 2.8 45 -10 2.2 -2.3
GERM ETFMG Treatments Testing and Advancements ETF 2.8 68 -33 -4.7 -9.1
OSCV Opus Small Cap Value Plus ETF 2.8 79 -44 4.0 -0.4
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 2.8 48 -13 5.7 +1.2
LIV Emles (a)Home ETF 2.7 49 -14 2.4 -2.1
META Roundhill Ball Metaverse ETF 2.7 75 -40 2.5 -2.0
RYJ Invesco Raymond James SB-1 Equity ETF 2.7 76 -41 3.3 -1.2
IYT iShares Transportation Average ETF 2.6 42 -7 3.4 -1.1
FTXR First Trust Nasdaq Transportation ETF 2.6 60 -25 3.3 -1.1
XTN SPDR S&P Transportation ETF 2.6 35 0 2.3 -2.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.6 85 -50 3.4 -1.1
VUSE Vident Core US Equity Fund 2.6 48 -13 6.8 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 22 3.2 -1.3
COWZ Pacer US Cash Cows 100 ETF 2.6 49 -14 8.8 +4.3
IVRA Invesco Real Assets ESG ETF 2.6 59 -24 4.7 +0.2
SMDY Syntax Stratified MidCap ETF 2.5 35 0 5.0 +0.5
DIVZ TrueShares Low Volatility Equity Income ETF 2.5 65 -30 8.4 +3.9
PKW Invesco Buyback Achievers ETF 2.5 62 -27 7.2 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 28 3.8 -0.7
ITB iShares U.S. Home Construction ETF 2.5 42 -7 8.6 +4.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.5 47 -12 4.5 -0.0
KOMP SPDR Kensho New Economies Composite ETF 2.5 20 15 1.6 -2.9
BNE Blue Horizon BNE ETF 2.5 87 -52 3.0 -1.5
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 6 8.3 +3.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 20 2.4 -2.1
SHLD Victoryshares Protect America ETF 2.3 60 -25 6.6 +2.1
VLUE iShares MSCI USA Value Factor ETF 2.3 15 20 9.5 +5.0
VBR Vanguard Small Cap Value Index Fund 2.3 7 28 6.0 +1.5
VB Vanguard Small-Cap ETF 2.2 5 30 4.3 -0.2
PSM Principal U.S. Small-MidCap Multi-Factor Core Index ETF 2.2 20 15 0.0 -4.5
IGF iShares Global Infrastructure ETF 2.1 46 -11 4.0 -0.5
GII SPDR S&P Global Infrastructure ETF 2.1 40 -5 4.0 -0.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 2.1 20 15 7.1 +2.6
HAP VanEck Vectors Natural Resources ETF 2.1 50 -15 5.1 +0.6
VBK Vanguard Small-Cap Growth Index Fund 2.1 7 28 1.9 -2.6
SFYX Sofi Next 500 ETF 2.1 0 35 4.5 -0.0
AFMC First Trust Active Factor Mid Cap ETF 2.1 65 -30 6.0 +1.6
BFIT Global X Health & Wellness ETF 2.0 50 -15 3.7 -0.7
FXZ First Trust Materials AlphaDEX Fund 2.0 67 -32 7.3 +2.9
SNSR Global X Internet of Things Thematic ETF 2.0 68 -33 3.4 -1.1
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 20 4.2 -0.3
AIIQ AI Powered International Equity ETF 2.0 79 -44 2.5 -2.0
KSCD KFA Small Cap Quality Dividend Index ETF 2.0 51 -16 5.7 +1.2
KBWP Invesco KBW Property & Casualty Insurance ETF 2.0 35 0 6.1 +1.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -35 0.7 -3.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.9 20 15 3.6 -0.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.9 47 -12 1.2 -3.3
XDAT Franklin Exponential Data ETF 1.9 50 -15 1.7 -2.8
XHB SPDR S&P Homebuilders ETF 1.9 35 0 7.3 +2.8
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 1.8 60 -25 1.0 -3.5
SYLD Cambria Shareholder Yield ETF 1.8 59 -24 7.6 +3.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.8 68 -33 0.5 -4.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.8 60 -25 6.9 +2.4
SMMD iShares Russell 2500 ETF 1.7 15 20 4.8 +0.3
ALFA AlphaClone Alternative Alpha ETF 1.7 65 -30 1.0 -3.5
SPYD SPDR S&P 500 High Dividend ETF 1.7 7 28 8.0 +3.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.7 60 -25 8.1 +3.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -30 1.5 -3.0
IAI iShares U.S. Broker-Dealers ETF 1.6 42 -7 7.0 +2.5
NKEF Sample Portfolio 1.6 0 35 3.4 -1.1
BLOK Amplify Transformational Data Sharing ETF 1.6 70 -35 0.7 -3.8
BITQ Bitwise Crypto Industry Innovators ETF 1.6 85 -50 -0.8 -5.3
CNCR Loncar Cancer Immunotherapy ETF 1.6 79 -44 -1.8 -6.3
ABEQ Absolute Core Strategy ETF 1.6 88 -53 4.1 -0.4
PRNT The 3D Printing ETF 1.5 66 -31 1.8 -2.6
EZM WisdomTree U.S. MidCap Earnings Fund 1.5 38 -3 7.5 +3.0
FXL First Trust Technology AlphaDEX Fund 1.5 61 -26 4.3 -0.2
IUSS Invesco Strategic US Small Company ETF 1.5 23 12 4.4 -0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.5 40 -5 2.3 -2.2
PIO Invesco Global Water ETF 1.4 75 -40 3.6 -0.9
FIW First Trust Water ETF 1.4 54 -19 3.0 -1.5
PHO Invesco Water Resources ETF 1.4 60 -25 2.8 -1.6
BUL Pacer US Cash Cows Growth ETF 1.4 60 -25 5.0 +0.5
DRIV Global X Autonomous & Electric Vehicles ETF 1.4 68 -33 4.4 -0.1
WFH Direxion Work From Home ETF 1.4 45 -10 3.4 -1.1
AIQ Global X Future Analytics Tech ETF 1.4 68 -33 3.3 -1.2
CCON Direxion Connected Consumer ETF 1.4 45 -10 2.9 -1.6
PSJ Invesco Dynamic Software ETF 1.4 56 -21 2.8 -1.7
SKYY First Trust Cloud Computing ETF 1.4 60 -25 2.2 -2.2
IGV iShares Expanded Tech-Software ETF 1.4 46 -11 2.1 -2.4
THNQ ROBO Global Artificial Intelligence ETF 1.4 68 -33 1.6 -2.9
PLAT WisdomTree Modern Tech Platforms Fund 1.4 20 15 1.3 -3.2
OGIG O'Shares Global Internet Giants ETF 1.4 48 -13 1.1 -3.4
PTF Invesco DWA Technology Momentum ETF 1.4 60 -25 1.0 -3.5
CLOU Global X Cloud Computing ETF 1.4 68 -33 0.8 -3.7
WUGI Esoterica NextG Economy ETF 1.4 75 -40 0.7 -3.8
IWFH iShares Virtual Work and Life Multisector ETF 1.4 47 -12 0.5 -4.0
FTXL First Trust Nasdaq Semiconductor ETF 1.4 60 -25 5.3 +0.8
PSI Invesco Dynamic Semiconductors ETF 1.4 57 -22 5.1 +0.6
SOXX iShares PHLX Semiconductor ETF 1.4 46 -11 4.6 +0.1
SMH VanEck Vectors Semiconductor ETF 1.4 35 0 4.6 +0.1
XSD SPDR S&P Semiconductor ETF 1.4 35 0 3.4 -1.0
CUT Invesco MSCI Global Timber ETF 1.4 61 -26 7.2 +2.7
FTRI First Trust Indxx Global Natural Resources Income ETF 1.4 70 -35 11.0 +6.5
GNR SPDR S&P Global Natural Resources ETF 1.4 40 -5 6.1 +1.6
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.4 46 -11 5.9 +1.4
VEGI iShares MSCI Global Agriculture Producers ETF 1.4 39 -4 4.5 +0.0
MOO VanEck Vectors Agribusiness ETF 1.4 56 -21 4.3 -0.2
NANR SPDR S&P North American Natural Resources ETF 1.4 35 0 4.1 -0.4
VXF Vanguard Extended Market Index Fund 1.3 6 29 2.5 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 40 -5 6.3 +1.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.3 17 18 3.8 -0.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.3 85 -50 6.1 +1.6
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.3 6 29 3.9 -0.6
ROBO Robo Global Robotics & Automation Index ETF 1.2 95 -60 3.2 -1.3
VSL Volshares Large Capital ETF 1.2 65 -30 6.4 +1.9
GIGE SoFi Gig Economy ETF 1.2 59 -24 -0.8 -5.3
KBE SPDR S&P Bank ETF 1.2 35 0 8.7 +4.2
KRE SPDR S&P Regional Banking ETF 1.2 35 0 7.6 +3.2
IAT iShares U.S. Regional Banks ETF 1.2 42 -7 7.6 +3.2
KBWR Invesco KBW Regional Banking ETF 1.2 35 0 7.6 +3.1
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.2 60 -25 7.4 +2.9
GENY Principal Millennials Index ETF 1.2 45 -10 4.7 +0.2
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.2 103 -68 3.0 -1.5
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -7 4.8 +0.4
SMDV ProShares Russell 2000 Dividend Growers ETF 1.2 41 -6 5.7 +1.2
HJEN Direxion Hydrogen ETF 1.2 45 -10 0.6 -3.9
IQM Franklin Intelligent Machines ETF 1.2 50 -15 1.8 -2.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -25 6.1 +1.6
MGMT Ballast Small/Mid Cap ETF 1.1 110 -75 5.3 +0.8
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 -10 3.4 -1.1
BUYZ Franklin Disruptive Commerce ETF 1.1 50 -15 -0.2 -4.7
RFV Invesco S&P Midcap 400 Pure Value ETF 1.0 35 0 8.6 +4.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 -4 8.5 +4.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.0 78 -43 8.7 +4.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 5 5.1 +0.6
EQRR ProShares Equities for Rising Rates ETF 1.0 35 0 5.9 +1.4
FFTY Innovator IBD 50 ETF 1.0 80 -45 5.8 +1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 0 4.0 -0.5
GBGR Global Beta Momentum-Growth ETF 0.9 29 6 3.1 -1.4
SDEI Sound Equity Income ETF 0.9 45 -10 8.7 +4.2
BOSS Global X Founder-Run Companies ETF 0.9 45 -10 2.5 -1.9
AQWA Global X Clean Water ETF 0.9 50 -15 3.8 -0.7
EBLU Ecofin Global Water ESG Fund 0.9 40 -5 3.5 -1.0
GAMR ETFMG Video Game Tech ETF 0.8 75 -40 3.9 -0.5
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.8 25 10 4.8 +0.4
WBIY WBI Power Factor High Dividend ETF 0.8 70 -35 8.6 +4.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.8 30 5 6.2 +1.7
PFI Invesco DWA Financial Momentum ETF 0.8 60 -25 6.6 +2.1
PKB Invesco Dynamic Building & Construction ETF 0.7 59 -24 5.9 +1.4
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 29 5.3 +0.9
TPYP Tortoise North American Pipeline Fund 0.7 40 -5 4.9 +0.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 0.6 70 -35 3.1 -1.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.6 24 11 6.0 +1.6
SULR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.6 79 -44 4.7 +0.3
SMOG VanEck Vectors Low Carbon Energy ETF 0.6 62 -27 3.3 -1.1
NUSC Nuveen ESG Small-Cap ETF 0.6 40 -5 3.8 -0.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 31 4.1 -0.4
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 0.6 58 -23 4.2 -0.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.6 45 -10 3.2 -1.3
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.5 35 0 5.1 +0.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 23 5.5 +1.1
SDIV Global X SuperDividend ETF 0.5 59 -24 15.1 +10.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 59 -24 10.8 +6.3
TOKE Cambria Cannabis ETF 0.5 42 -7 -2.7 -7.2
MJ ETFMG Alternative Harvest ETF 0.5 75 -40 -7.9 -12.4
ISCB iShares Morningstar Small-Cap ETF 0.4 4 31 3.0 -1.4
DFAS Dimensional U.S. Small Cap ETF 0.4 34 1 4.7 +0.2
DFAT Dimensional U.S. Targeted Value ETF 0.4 34 1 6.1 +1.6
NIFE Direxion Fallen Knives ETF 0.4 50 -15 4.0 -0.5
IGE iShares North American Natural Resources ETF 0.4 46 -11 4.1 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.3 39 -4 8.3 +3.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 -4 3.5 -1.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 6 5.0 +0.5
SCHA Schwab U.S. Small-Cap ETF 0.3 4 31 3.5 -1.0
IWO iShares Russell 2000 Growth ETF 0.2 24 11 0.1 -4.4
VTWG Vanguard Russell 2000 Growth Index Fund 0.2 15 20 0.2 -4.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 29 0.5 -4.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -4 6.3 +1.8
PQSG PGIM QMA Strategic Alpha Small-Cap Growth ETF 0.2 29 6 0.8 -3.7
IWM iShares Russell 2000 ETF 0.1 19 16 2.6 -1.9
VTWO Vanguard Russell 2000 Index Fund 0.1 10 25 2.7 -1.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 15 4.2 -0.2
IWN iShares Russell 2000 Value ETF 0.0 24 11 4.7 +0.2
VTWV Vanguard Russell 2000 Value Index Fund 0.0 15 20 4.8 +0.3

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

  2016 2017 2018 2019 2020 2021E 2022E
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
  2020 2021E 2022E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
VictoryShares Dividend Accelerator ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 21.3 %
Divided by: Fwd. P/BV 4.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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

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

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

 

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