Volshares Large Capital ETF
ALTAR
Score™
6.0% info Recommen-
dation
NEUTRAL
2022E    2023E
P/E
ratio
14.7x P/Sales
ratio
1.6x
P/BV
ratio
2.0x Div.
yield
2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Volshares Large Cap ETF tracks an equal-weighted index of US large-cap equities determined to have the best probability of short-term appreciation. The fund is rebalanced weekly.

FUND BASICS
Category US Equities
Fund Sponsor Whitford Asset Management
Website www.volsharesetfs.com
Inception date Feb 22, 2018
Assets (mns) $4
Currency USD
Expense ratio 65 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 25
Wgt avg mkt cap (mns) $69,580
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
REALTY INCOME CORP 4.1 %
REGENERON PHARMACEUTICALS 4.1 %
ZEBRA TECHNOLOGIES CORP-CL A 4.0 %
CHARLES RIVER LABORATORIES 4.0 %
ULTA BEAUTY INC 4.0 %
TELEDYNE TECHNOLOGIES INC 4.0 %
SUN COMMUNITIES INC 4.0 %
SKYWORKS SOLUTIONS INC 4.0 %
UNION PACIFIC CORP 4.0 %
VMWARE INC-CLASS A 4.0 %
Total 40.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-13.8% -7.7% -- -- 13.6%

Market Correlations
versus... Beta R-squared
S&P500 1.11 84%
MSCI EAFE 1.06 74%
MSCI Emg. Mkts. 0.85 56%

Technical Indicators
Recent close $35.68
30d moving avg. $37.04
Annualized volatility 22.6%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.5%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 3
Turnover 2.4%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $10,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 713 potential alternatives to the Volshares Large Capital ETF ETF based on the alternatives' overlap in portfolio holdings with VSL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: VSL Expense: 65 bp ALTAR Score™: 6.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH VSL
Ticker Fund
Name
Overlap1
vs VSL
(%)
Expense
ratio
(bp)
Savings
vs VSL
(bp)
ALTAR
Score™
(%)
ALTAR
vs VSL
(%)
NURE Nuveen Short-Term REIT ETF 19.7 35 30 4.3 -1.7
RESI Kelly Residential & Apartment Real Estate ETF 19.7 68 -3 4.0 -2.1
REZ iShares Residential Real Estate Capped ETF 19.7 48 17 4.7 -1.3
EWRE Invesco S&P 500 Equal Weight Real Estate ETF 16.0 40 25 5.4 -0.7
ICF iShares Cohen & Steers REIT ETF 15.7 33 32 5.1 -0.9
RWR SPDR Dow Jones REIT ETF 14.2 25 40 5.8 -0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 12.8 11 54 5.8 -0.3
USRT iShares Core U.S. REIT ETF 12.7 8 57 5.9 -0.1
XLRE The Real Estate Select Sector SPDR Fund 12.5 10 55 5.4 -0.6
FRI First Trust S&P REIT Index Fund 12.5 50 15 5.2 -0.8
JRE Janus Henderson U.S. Real Estate ETF 11.9 65 0 4.6 -1.4
PPTY PPTY-U.S. Diversified Real Estate ETF 11.9 49 16 5.4 -0.6
DFAR Dimensional US Real Estate ETF 10.7 19 46 5.5 -0.5
IYR iShares U.S. Real Estate ETF 10.2 41 24 5.7 -0.4
SCHH Schwab U.S. REIT ETF 10.1 7 58 5.6 -0.4
MOO VanEck Agribusiness ETF 10.0 56 9 5.5 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 9.6 50 15 5.3 -0.7
FREL Fidelity MSCI Real Estate Index ETF 9.6 9 57 5.7 -0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.3 60 5 4.8 -1.3
REET iShares Global REIT ETF 9.2 14 51 5.6 -0.4
AVRE Avantis Real Estate ETF 9.1 17 48 5.5 -0.5
FPRO Fidelity Real Estate Investment ETF 9.0 59 6 4.8 -1.3
GQRE FlexShares Global Quality Real Estate Index Fund 9.0 45 20 6.2 +0.2
BECO BlackRock Future Climate and Sustainable Economy ETF 8.7 70 -5 4.9 -1.2
VNQ Vanguard REIT Index Fund 8.5 12 53 5.8 -0.3
HAP VanEck Natural Resources ETF 8.4 49 16 6.4 +0.3
MILN Global X Millennial Consumer ETF 8.3 50 15 3.2 -2.9
BIBL Inspire ETF 8.2 35 30 5.5 -0.6
FFR First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 7.9 60 5 5.6 -0.4
KONG Formidable Fortress ETF 7.9 89 -24 6.0 -0.0
HOMZ Hoya Capital Housing ETF 7.9 30 35 9.3 +3.2
NETZ Engine No 1 Transform Climate ETF 7.9 75 -10 6.2 +0.2
SPRE SP Funds S&P Global REIT Sharia ETF 7.8 69 -4 3.6 -2.4
XLI Industrial Select Sector SPDR Fund 7.8 10 55 5.8 -0.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 7.8 58 7 3.8 -2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.8 70 -5 5.2 -0.8
IVEG iShares Emergent Food and AgTech Multisector ETF 7.8 47 18 6.0 -0.0
FXG First Trust Consumer Staples AlphaDEX Fund 7.7 63 2 6.6 +0.5
PZLD Puzzle Divdend Leaders 7.4 10 55 7.0 +1.0
YUMY VanEck Future of Food ETF 7.3 69 -4 3.2 -2.8
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 7.3 40 25 8.1 +2.1
XLC The Communication Services Select Sector SPDR Fund 7.3 10 55 7.7 +1.7
IEME iShares Evolved U.S. Media & Entertainment ETF 7.3 18 47 5.4 -0.7
BBH VanEck Biotech ETF 7.2 35 30 6.0 -0.0
PYZ Invesco DWA Basic Materials Momentum ETF 7.2 60 5 9.2 +3.2
RDOG ALPS REIT Dividend Dogs ETF 7.1 35 30 8.4 +2.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 7.1 96 -31 4.7 -1.3
UGCE Uncommon Portfolio Design Core Equity ETF 7.0 65 0 6.4 +0.4
FIDU Fidelity MSCI Industrials Index ETF 7.0 8 57 6.1 +0.1
SPLV Invesco S&P 500 Low Volatility ETF 7.0 25 40 5.6 -0.4
VIS Vanguard Industrials Index Fund 7.0 10 55 5.7 -0.4
ALTL Pacer Lunt Large Cap Alternator ETF 7.0 60 5 5.2 -0.8
PSR Invesco Active U.S. Real Estate Fund 6.9 35 30 4.9 -1.1
PRN Invesco DWA Industrials Momentum ETF 6.9 60 5 6.4 +0.4
HELX Franklin Genomic Advancements ETF 6.9 50 15 4.3 -1.7
VOT Vanguard Mid-Cap Growth Index Fund 6.9 7 58 4.1 -1.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 6.6 65 0 6.4 +0.4
FBT First Trust NYSE Arca Biotechnology Index Fund 6.6 55 10 0.7 -5.4
RAYD Rayliant Quantitative Developed Market Equity ETF 6.6 80 -15 8.9 +2.9
DSTL Distillate US Fundamental Stability & Value ETF 6.5 39 26 6.9 +0.9
VRAI Virtus Real Asset Income ETF 6.5 55 10 6.2 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.4 25 40 6.1 +0.0
VEGI iShares MSCI Global Agriculture Producers ETF 6.4 39 26 5.8 -0.3
RTM Invesco S&P 500 Equal Weight Materials ETF 6.3 40 25 6.7 +0.7
FTAG First Trust Indxx Global Agriculture ETF 6.2 70 -5 6.7 +0.7
PAVE Global X U.S. Infrastructure Development ETF 6.1 47 18 7.2 +1.2
AVLV Avantis U.S. Large Cap Value ETF 6.1 15 50 8.4 +2.4
IYJ iShares U.S. Industrials ETF 6.1 42 23 6.1 +0.1
JHCS John Hancock Multifactor Media & Communications ETF 6.0 40 25 8.0 +1.9
IYM iShares U.S. Basic Materials ETF 6.0 43 22 8.7 +2.7
RHS Invesco S&P 500 Equal Weight Consumer Staples ETF 6.0 40 25 5.6 -0.5
UVDV UVA Dividend Value ETF 6.0 80 -15 6.7 +0.7
IVLC Invesco US Large Cap Core ESG ETF 6.0 48 17 5.7 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 5.9 25 40 4.7 -1.3
QQQN VictoryShares Nasdaq Next 50 ETF 5.6 18 47 6.1 +0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.5 60 5 5.6 -0.5
PSL Invesco DWA Consumer Staples Momentum ETF 5.5 60 5 5.8 -0.2
WGRO WisdomTree U.S. Growth & Momentum Fund 5.5 55 10 7.1 +1.1
EQOP Natixis U.S. Equity Opportunities ETF 5.5 90 -25 6.0 -0.0
RITA ETFB Green SRI REITs ETF 5.5 50 15 4.3 -1.8
SPGP Invesco S&P 500 GARP ETF 5.4 36 29 8.0 +2.0
AILV Alpha Intelligent - Large Cap Value ETF 5.4 85 -20 6.1 +0.1
JHMS John Hancock Multifactor Consumer Staples ETF 5.3 40 25 5.3 -0.7
FEVR Inspire Faithward Large Cap Momentum ESG ETF 5.3 85 -20 4.8 -1.2
IBB iShares NASDAQ Biotechnology ETF 5.3 45 20 0.2 -5.9
MDCP VictoryShares THB Mid Cap ESG ETF 5.3 55 10 6.0 -0.0
RBUS Nationwide Risk-Based U.S. Equity ETF 5.3 30 35 6.0 -0.0
FVAL Fidelity Value Factor ETF 5.3 29 36 8.9 +2.9
XLB Materials Select Sector SPDR Fund 5.3 10 55 6.1 +0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 5.2 6 59 4.5 -1.5
TPHD Timothy Plan High Dividend Stock ETF 5.2 52 13 6.1 +0.1
VO Vanguard Mid-Cap Index Fund 5.2 4 61 5.6 -0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.2 35 30 5.7 -0.4
QGRO American Century STOXX U.S. Quality Growth ETF 5.2 29 36 7.6 +1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.2 18 47 6.0 -0.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.1 20 45 5.1 -1.0
ARKQ Ark Autonomous Tech. & Robotics ETF 5.1 75 -10 -2.3 -8.4
SSPY Syntax Stratified LargeCap ETF 5.1 30 35 6.4 +0.3
JHMA John Hancock Multifactor Materials ETF 5.1 40 25 8.6 +2.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.1 52 13 5.9 -0.2
EXI iShares Global Industrials ETF 5.1 43 22 5.4 -0.6
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 5.0 69 -4 7.2 +1.2
MXDU Nationwide Maximum Diversification US Core Equity ETF 5.0 34 31 5.7 -0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.0 9 56 5.7 -0.3
FCPI Fidelity Stocks for Inflation ETF 5.0 29 36 8.7 +2.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 5.0 85 -20 4.8 -1.2
LRGF iShares Edge MSCI Multifactor USA ETF 5.0 20 45 8.2 +2.2
WDNA WisdomTree BioRevolution Fund 5.0 45 20 -4.1 -10.1
FTC First Trust Large Cap Growth AlphaDEX Fund 5.0 60 5 5.2 -0.8
ANEW ProShares MSCI Transformational Changes ETF 4.9 45 20 4.0 -2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.9 30 35 9.5 +3.5
JEPI JPMorgan Equity Premium Income ETF 4.9 35 30 5.5 -0.6
VAW Vanguard Materials Index Fund 4.9 10 55 7.0 +0.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.9 46 19 6.5 +0.5
FMAT Fidelity MSCI Materials Index ETF 4.9 8 57 7.0 +1.0
FTXL First Trust Nasdaq Semiconductor ETF 4.9 60 5 7.6 +1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 4.8 30 35 4.3 -1.8
PSET Principal Price Setters Index ETF 4.8 15 50 6.7 +0.7
RYT Invesco S&P 500 Equal Weight Technology ETF 4.8 40 25 6.5 +0.5
VEGN US Vegan Climate ETF 4.8 60 5 5.6 -0.4
RTH VanEck Retail ETF 4.8 35 30 6.1 +0.1
KOIN Innovation Shares NextGen Protocol ETF 4.8 75 -10 6.8 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.7 65 0 3.9 -2.1
USMV iShares Edge MSCI Min Vol USA ETF 4.7 15 50 5.8 -0.3
XSD SPDR S&P Semiconductor ETF 4.6 35 30 6.1 +0.0
REVS Columbia Research Enhanced Value ETF 4.6 19 46 8.2 +2.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 4.6 46 19 6.9 +0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.6 4 61 6.1 +0.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4.5 60 5 6.0 -0.0
TMFX Motley Fool Next Index ETF 4.5 50 15 3.7 -2.3
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4.5 75 -10 5.5 -0.5
RSP Invesco S&P 500 Equal Weight ETF 4.5 20 45 6.2 +0.2
IGV iShares Expanded Tech-Software ETF 4.5 43 22 3.9 -2.2
CZA Invesco Zacks Mid-Cap ETF 4.4 69 -4 6.3 +0.3
PWV Invesco Dynamic Large Cap Value ETF 4.4 58 7 7.3 +1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 30 5.9 -0.1
DUHP Dimensional US High Profitability ETF 4.4 22 43 7.7 +1.7
JHMI John Hancock Multifactor Industrials ETF 4.4 40 25 6.8 +0.8
IMCB iShares Morningstar Mid-Cap ETF 4.4 4 61 6.0 -0.0
QDIV Global X S&P 500 Quality Dividend ETF 4.4 20 45 8.0 +1.9
IEIH iShares Evolved U.S. Innovative Healthcare ETF 4.4 18 47 4.9 -1.2
FBCV Fidelity Blue Chip Value ETF 4.3 59 6 6.9 +0.9
IDAT iShares Cloud 5G and Tech ETF 4.3 47 18 6.4 +0.4
TPLC Timothy Plan US Large Cap Core ETF 4.3 52 13 5.9 -0.2
ENTR Entrepreneur 30 Fund 4.3 49 16 5.3 -0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.3 58 7 5.5 -0.6
PUNK Subversive Metaverse ETF 4.3 75 -10 2.4 -3.7
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 4.3 75 -10 3.1 -3.0
MTVR Fount Metaverse ETF 4.2 70 -5 5.9 -0.1
SIZE iShares MSCI USA Size Factor ETF 4.2 15 50 6.2 +0.2
QVAL Alpha Architect U.S. Quantitative Value ETF 4.2 49 16 13.0 +7.0
FXL First Trust Technology AlphaDEX Fund 4.2 61 4 6.6 +0.6
ARKX ARK Space Exploration & Innovation ETF 4.2 75 -10 2.9 -3.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.2 50 15 8.0 +2.0
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 6 7.5 +1.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 4.1 20 45 6.5 +0.5
EUSA iShares MSCI USA Equal Weighted ETF 4.1 9 56 6.0 -0.0
JOET Virtus Terranova US Quality Momentum ETF 4.1 29 36 6.4 +0.4
KLCD KFA Large Cap Quality Dividend Index ETF 4.1 42 23 6.2 +0.1
FXZ First Trust Materials AlphaDEX Fund 4.1 67 -2 11.9 +5.8
FLRG Fidelity U.S. Multifactor ETF 4.1 29 36 7.7 +1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.1 15 50 4.2 -1.9
HKND Humankind US Stock ETF 4.1 11 54 6.8 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.1 50 15 5.6 -0.4
SXQG 6 Meridian Quality Growth ETF 4.1 100 -35 5.2 -0.9
NETL NETLease Corporate Real Estate ETF 4.1 60 5 7.3 +1.3
ZECP Zacks Earnings Consistent Portfolio ETF 4.1 55 10 5.9 -0.1
BUL Pacer US Cash Cows Growth ETF 4.1 60 5 8.4 +2.4
APXH Apex Healthcare ETF 4.1 90 -25 8.4 +2.4
LYFE 2nd Vote Life Neutral Plus ETF 4.1 75 -10 7.3 +1.3
PBE Invesco Dynamic Biotechnology & Genome ETF 4.1 59 6 2.7 -3.4
IBBQ Invesco Nasdaq Biotechnology ETF 4.1 0 65 0.1 -6.0
CNCR Loncar Cancer Immunotherapy ETF 4.1 79 -14 -4.9 -10.9
IDNA iShares Genomics Immunology & Healthcare ETF 4.1 47 18 -5.8 -11.8
ONEY SPDR Russell 1000 Yield Focus ETF 4.1 20 45 8.4 +2.4
FQAL Fidelity Quality Factor ETF 4.1 29 36 6.7 +0.7
DEF Invesco Defensive Equity ETF 4.0 53 12 6.0 -0.0
TECB iShares US Tech Breakthrough Multisector ETF 4.0 40 25 5.5 -0.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.0 20 45 8.7 +2.7
GBGR Global Beta Momentum-Growth ETF 4.0 29 36 1.9 -4.1
SPHB Invesco S&P 500 High Beta ETF 4.0 25 40 5.3 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 4.0 43 22 7.7 +1.7
ECOZ TrueMark ESG Active Opportunities ETF 4.0 58 7 5.0 -1.1
GBUY Goldman Sachs Future Consumer Equity ETF 4.0 75 -10 2.9 -3.1
PFI Invesco DWA Financial Momentum ETF 4.0 60 5 5.6 -0.4
LOUP Innovator Loup Frontier Tech ETF 4.0 70 -5 5.8 -0.2
SNSR Global X Internet of Things Thematic ETF 4.0 68 -3 5.1 -1.0
MKEM Meakem Value and Inflation Screen 4.0 10 55 5.4 -0.6
FTXR First Trust Nasdaq Transportation ETF 4.0 60 5 5.6 -0.4
VNSE Natixis Vaughan Nelson Select ETF 4.0 80 -15 3.7 -2.4
IYT iShares Transportation Average ETF 4.0 42 23 2.9 -3.2
IHAK iShares Cybersecurity & Tech ETF 4.0 47 18 3.8 -2.2
LSLT Salt Low truBeta US Market ETF 3.9 60 5 0.0 -6.0
FEDX Emles Federal Contractors ETF 3.9 60 5 7.8 +1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.9 60 5 6.8 +0.8
HERO Global X Video Games & Esports ETF 3.9 50 15 5.4 -0.6
FMET Fidelity Metaverse ETF 3.9 39 26 5.4 -0.7
VICE AdvisorShares Vice ETF 3.9 99 -34 4.8 -1.2
ESPO VanEck Video Gaming & eSports ETF 3.9 55 10 4.4 -1.6
PSJ Invesco Dynamic Software ETF 3.9 56 9 3.7 -2.3
BNGE First Trust S-Network Streaming and Gaming ETF 3.9 70 -5 0.7 -5.3
IWFH iShares Virtual Work and Life Multisector ETF 3.9 47 18 -1.2 -7.2
OND ProShares On-Demand ETF 3.9 58 7 -5.5 -11.5
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 3.9 25 40 -13.0 -19.1
DAT ProShares Big Data Refiners ETF 3.9 58 7 0.5 -5.5
TEMP JPMorgan Climate Change Solutions ETF 3.9 49 16 4.6 -1.4
TIME Clockwise Capital Innovation ETF 3.9 95 -30 2.9 -3.1
PEJ Invesco Dynamic Leisure & Entertainment ETF 3.9 55 10 0.9 -5.2
IAI iShares U.S. Broker-Dealers ETF 3.9 41 24 9.6 +3.6
BLOK Amplify Transformational Data Sharing ETF 3.9 71 -6 5.3 -0.7
YPS Arrow Reverse Cap 500 ETF 3.9 29 36 6.1 +0.1
FTCS First Trust Capital Strength ETF 3.9 56 9 6.5 +0.5
AMER Emles Made in America ETF 3.8 49 16 8.4 +2.4
FTXG First Trust Nasdaq Food & Beverage ETF 3.8 60 5 5.5 -0.5
FTRI First Trust Indxx Global Natural Resources Income ETF 3.8 70 -5 16.5 +10.5
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 59 7.2 +1.2
ROKT SPDR S&P Kensho Final Frontiers ETF 3.8 45 20 3.8 -2.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.8 30 35 7.5 +1.4
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.8 16 49 3.0 -3.1
GK AdvisorShares Gerber Kawasaki ETF 3.8 81 -16 4.4 -1.6
VOE Vanguard Mid-Cap Value Index Fund 3.8 7 58 6.9 +0.9
COWZ Pacer US Cash Cows 100 ETF 3.8 49 16 10.8 +4.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 3.8 55 10 6.0 -0.0
VOX Vanguard Telecommunication Services Index Fund 3.8 10 55 6.5 +0.5
CGGR Capital Group Growth ETF 3.8 39 26 4.6 -1.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.8 45 20 2.4 -3.6
FXU First Trust Utilities AlphaDEX Fund 3.7 62 3 6.2 +0.1
FUTY Fidelity MSCI Utilities Index ETF 3.7 8 57 5.5 -0.6
VPU Vanguard Utilities Index Fund 3.7 10 55 5.4 -0.6
JHMU John Hancock Multifactor Utilities ETF 3.7 40 25 5.2 -0.9
XLU Utilities Select Sector SPDR Fund 3.7 10 55 5.2 -0.9
IDU iShares U.S. Utilities ETF 3.7 43 22 5.1 -0.9
UTES Virtus Reaves Utilities ETF 3.7 49 16 4.6 -1.4
SPDV AAM S&P 500 High Dividend Value ETF 3.7 29 36 8.9 +2.8
FCOM Fidelity MSCI Telecommunication Services Index ETF 3.7 8 57 6.7 +0.7
AFLG First Trust Active Factor Large Cap ETF 3.7 55 10 7.0 +1.0
XME SPDR S&P Metals & Mining ETF 3.7 35 30 7.5 +1.4
RING iShares MSCI Global Gold Miners ETF 3.7 39 26 5.7 -0.3
NANR SPDR S&P North American Natural Resources ETF 3.7 35 30 5.2 -0.9
SGDM Sprott Gold Miners ETF 3.7 50 15 5.0 -1.0
GDX VanEck Gold Miners ETF 3.7 52 13 4.8 -1.2
SLVP iShares MSCI Global Silver Miners ETF 3.7 39 26 3.9 -2.1
MGV Vanguard Mega Cap Value ETF 3.7 7 58 7.3 +1.3
IWS iShares Russell Mid-Cap Value ETF 3.7 23 42 6.7 +0.7
KRMA Global X Conscious Companies ETF 3.7 43 22 6.2 +0.1
CWS AdvisorShares Focused Equity ETF 3.6 66 -1 5.8 -0.2
SKYY First Trust Cloud Computing ETF 3.6 60 5 4.3 -1.7
SDY SPDR S&P Dividend ETF 3.6 35 30 6.3 +0.3
ISHP First Trust S-Network E-Commerce ETF 3.6 60 5 4.1 -2.0
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 60 5 9.4 +3.4
CCOR Core Alternative ETF 3.6 109 -44 5.2 -0.8
RYU Invesco S&P 500 Equal Weight Utilities ETF 3.6 40 25 5.5 -0.5
QDF FlexShares Quality Dividend Index Fund 3.6 37 28 7.1 +1.1
FFND Future Fund Active ETF 3.6 101 -36 2.2 -3.8
DFND Siren DIVCON Dividend Defender ETF 3.6 150 -85 6.6 +0.6
SOXX iShares PHLX Semiconductor ETF 3.6 43 22 7.5 +1.5
ACWV iShares MSCI Global Min Vol Factor ETF 3.5 20 45 5.7 -0.3
MAGA Point Bridge GOP Stock Tracker ETF 3.5 72 -7 5.5 -0.5
EGIS 2nd Vote Society Defended ETF 3.5 75 -10 6.8 +0.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 3.5 17 48 7.6 +1.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.5 35 30 6.5 +0.5
VOOV Vanguard S&P 500 Value ETF 3.5 10 55 6.6 +0.6
FDG American Century Focused Dynamic Growth ETF 3.5 45 20 3.2 -2.9
IVE iShares S&P 500 Value ETF 3.5 18 47 6.6 +0.5
XLP Consumer Staples Select Sector SPDR Fund 3.5 10 55 5.1 -0.9
RPG Invesco S&P 500 Pure Growth ETF 3.5 35 30 6.8 +0.8
SPYV SPDR Portfolio S&P 500 Value ETF 3.5 4 61 6.7 +0.7
PJP Invesco Dynamic Pharmaceuticals ETF 3.4 58 7 8.6 +2.5
DIVZ TrueShares Low Volatility Equity Income ETF 3.4 65 0 7.4 +1.4
SAMT Strategas Macro Thematic Opportunities ETF 3.4 65 0 3.3 -2.7
IYK iShares U.S. Consumer Goods ETF 3.4 43 22 5.2 -0.8
RECS Columbia Research Enhanced Core ETF 3.4 15 50 7.0 +0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.4 35 30 7.6 +1.6
GRES IQ Global Resources ETF 3.4 30 35 7.2 +1.2
VTV Vanguard Value Index Fund 3.4 4 61 7.3 +1.3
GBLO Global Beta Low Beta ETF 3.4 29 36 7.4 +1.4
BLES Inspire Global Hope Large Cap ETF 3.4 52 13 5.7 -0.3
ESGS Columbia Sustainable U.S. Equity Income ETF 3.4 35 30 8.7 +2.7
PBS Invesco Dynamic Media ETF 3.4 63 2 5.6 -0.4
SOCL Global X Social Media ETF 3.4 65 0 2.9 -3.2
MEME Roundhill MEME ETF 3.4 69 -4 -3.6 -9.6
ZGEN Generation Z ETF 3.4 60 5 -5.6 -11.6
VALQ American Century STOXX U.S. Quality Value ETF 3.3 29 36 8.9 +2.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 27 38 6.0 +0.0
IWR iShares Russell Midcap ETF 3.3 19 46 5.9 -0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.3 35 30 7.6 +1.6
JQUA JPMorgan U.S. Quality Factor ETF 3.3 12 53 6.6 +0.5
FITE SPDR Kensho Future Security ETF 3.3 45 20 3.5 -2.6
KCE SPDR S&P Capital Markets ETF 3.3 35 30 10.9 +4.9
IUSV iShares Core S&P U.S. Value ETF 3.3 4 61 6.8 +0.8
BUZZ VanEck Social Sentiment ETF 3.3 75 -10 0.5 -5.5
CLNR IQ Cleaner Transport ETF 3.3 45 20 6.9 +0.9
QUAL iShares MSCI Usa Quality Factor ETF 3.3 15 50 6.1 +0.1
VIRS Pacer BioThreat Strategy ETF 3.2 70 -5 7.0 +0.9
USXF iShares ESG Advanced MSCI USA ETF 3.2 10 55 5.9 -0.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 3.2 29 36 7.7 +1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 3.2 20 45 8.0 +2.0
JAVA JPMorgan Active Value ETF 3.2 44 21 6.6 +0.6
SDG iShares Sustainable MSCI Global Impact ETF 3.2 49 16 8.6 +2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.2 47 18 5.7 -0.3
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 61 7.1 +1.0
ILCV iShares Morningstar Value ETF 3.2 4 61 7.1 +1.1
NXTG First Trust Indxx NextG ETF 3.2 70 -5 6.3 +0.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 3.2 49 16 6.4 +0.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 3.2 37 28 7.6 +1.6
CLRG IQ Chaikin U.S. Large Cap ETF 3.2 25 40 6.1 +0.1
PY Principal Shareholder Yield Index ETF 3.2 15 50 10.4 +4.4
AGNG Global X Aging Population ETF 3.2 50 15 3.9 -2.2
DLN WisdomTree U.S. LargeCap Dividend Fund 3.1 28 37 6.7 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.1 9 56 6.3 +0.3
VONV Vanguard Russell 1000 Value Index Fund 3.1 8 57 7.1 +1.0
IWD iShares Russell 1000 Value ETF 3.1 19 46 6.9 +0.9
FIVG Defiance Next Gen Connectivity ETF 3.1 30 35 6.4 +0.4
GRZZ Grizzle Growth ETF 3.1 75 -10 6.5 +0.5
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.1 17 48 6.2 +0.2
FDLO Fidelity Low Volatility Factor ETF 3.1 29 36 5.5 -0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 28 6.7 +0.7
JHML John Hancock Multifactor Large Cap ETF 3.1 29 36 6.2 +0.2
CIBR First Trust NASDAQ CEA Cybersecurity ETF 3.1 60 5 3.2 -2.8
IECS iShares Evolved U.S. Consumer Staples ETF 3.1 18 47 5.3 -0.7
RYH Invesco S&P 500 Equal Weight Health Care ETF 3.1 40 25 6.9 +0.9
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.1 69 -4 6.5 +0.5
SHE SPDR SSGA Gender Diversity Index ETF 3.1 20 45 5.8 -0.3
FDN First Trust Dow Jones Internet Index Fund 3.1 51 14 3.9 -2.1
JHMM John Hancock Multifactor Mid Cap ETF 3.0 41 24 6.7 +0.7
GENY Principal Millennials Index ETF 3.0 45 20 7.5 +1.5
VIG Vanguard Dividend Appreciation Index Fund 3.0 6 59 6.3 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 3.0 10 55 5.9 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 3.0 10 55 6.0 -0.1
OALC OneAscent Large Cap Core ETF 3.0 76 -11 6.1 +0.1
NULC Nuveen ESG Large-Cap ETF 3.0 20 45 5.9 -0.1
ACVF American Conservative Values ETF 3.0 75 -10 5.2 -0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.0 20 45 7.1 +1.1
HTEC ROBO Global Healthcare Technology & Innovation ETF 3.0 68 -3 0.5 -5.5
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 3.0 35 30 7.0 +1.0
HLGE Hartford Longevity Economy ETF 3.0 44 21 8.0 +1.9
DSI iShares MSCI KLD 400 Social ETF 3.0 25 40 5.9 -0.1
SOXQ Invesco PHLX Semiconductor ETF 3.0 0 65 7.9 +1.9
JXI iShares Global Utilities ETF 2.9 43 22 5.1 -1.0
RYF Invesco S&P 500 Equal Weight Financials ETF 2.9 40 25 8.8 +2.8
ROBO Robo Global Robotics & Automation Index ETF 2.9 95 -30 3.5 -2.6
QUS SPDR MSCI USA StrategicFactors ETF 2.9 15 50 6.4 +0.3
FSTA Fidelity MSCI Consumer Staples Index ETF 2.9 8 57 5.2 -0.8
XVV iShares ESG Screened S&P 500 ETF 2.9 8 57 6.0 -0.0
AVUS Avantis U.S. Equity ETF 2.9 15 50 6.8 +0.8
EFIV SPDR S&P 500 ESG ETF 2.9 10 55 5.9 -0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 47 7.4 +1.4
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 2.9 25 40 9.7 +3.7
VDC Vanguard Consumer Staples Index Fund 2.9 10 55 5.2 -0.8
DTEC ALPS Disruptive Technologies ETF 2.9 50 15 4.2 -1.9
MOTE VanEck Morningstar ESG Moat ETF 2.8 49 16 6.0 +0.0
IWX iShares Russell Top 200 Value ETF 2.8 20 45 7.0 +1.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 36 5.7 -0.4
PEXL Pacer US Export Leaders ETF 2.8 60 5 6.2 +0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 2.8 27 38 5.6 -0.4
MXI iShares Global Materials ETF 2.8 43 22 7.1 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.8 27 38 5.9 -0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.7 20 45 5.9 -0.1
IQSU IQ Candriam ESG US Equity ETF 2.7 9 56 5.9 -0.2
EKAR Innovation Shares NextGen Vehicles & Technology ETF 2.7 65 0 5.7 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.7 11 54 6.3 +0.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.7 75 -10 6.2 +0.2
SNPE Xtrackers S&P 500 ESG ETF 2.7 10 55 5.9 -0.1
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 56 6.0 -0.0
XVOL Acruence Active Hedge U.S. Equity ETF 2.7 83 -18 5.2 -0.8
DIVS SmartETFs Dividend Builder ETF 2.7 65 0 5.8 -0.2
DTD WisdomTree U.S.Total Dividend Fund 2.7 28 37 6.9 +0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.7 12 53 5.5 -0.5
IXP iShares Global Comm Services ETF 2.7 43 22 7.2 +1.2
VV Vanguard Large-Cap Index Fund 2.7 4 61 5.8 -0.2
IUSA Amberwave Invest USA JSG Fund 2.6 67 -2 6.4 +0.3
RNDV US Equity Dividend Select ETF 2.6 50 15 8.1 +2.1
IVRA Invesco Real Assets ESG ETF 2.6 59 6 4.9 -1.1
IVV iShares Core S&P 500 ETF 2.6 3 62 6.0 -0.0
EPS WisdomTree U.S. Earnings 500 Fund 2.6 8 57 7.4 +1.3
RGI Invesco S&P 500 Equal Weight Industrials ETF 2.6 40 25 4.3 -1.7
PBP Invesco S&P 500 BuyWrite ETF 2.6 49 16 5.5 -0.5
SPY SPDR S&P 500 ETF Trust 2.6 9 56 5.9 -0.1
PBUS Invesco PureBeta MSCI USA ETF 2.6 4 61 5.9 -0.1
SCHD Schwab U.S. Dividend Equity ETF 2.6 6 59 8.5 +2.5
SPLG SPDR Portfolio S&P 500 ETF 2.6 3 62 6.0 -0.0
VOO VANGUARD S&P 500 ETF 2.6 3 62 6.0 -0.0
XYLG Global X S&P 500 Covered Call & Growth ETF 2.6 60 5 5.4 -0.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 45 6.2 +0.2
RNLC Large Cap US Equity Select ETF 2.6 60 5 6.8 +0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.6 29 36 8.1 +2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.6 2 63 5.9 -0.1
SMH VanEck Semiconductor ETF 2.6 35 30 7.2 +1.2
VOTE Engine No. 1 Transform 500 ETF 2.6 5 60 5.9 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.6 38 27 6.6 +0.6
XWEB SPDR S&P Internet ETF 2.6 35 30 -3.0 -9.0
QLV FlexShares US Quality Low Volatility Index Fund 2.6 22 43 5.5 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.6 20 45 7.2 +1.2
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 42 4.3 -1.7
TTAC TrimTabs US Free Cash Flow Quality ETF 2.6 59 6 6.7 +0.7
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.6 15 50 5.8 -0.2
SCHX Schwab U.S. Large-Cap ETF 2.6 3 62 5.9 -0.1
PBJ Invesco Dynamic Food & Beverage ETF 2.5 63 2 5.8 -0.2
ACIO Aptus Collared Income Opportunity ETF 2.5 79 -14 5.2 -0.8
ILCB iShares Morningstar U.S. Equity ETF 2.5 3 62 5.9 -0.1
PFM Invesco Dividend Achievers ETF 2.5 53 12 6.1 +0.1
RESP WisdomTree US ESG Fund of Benef Interest 2.5 28 37 7.2 +1.2
XTR Global X S&P 500 Tail Risk ETF 2.5 60 5 5.6 -0.4
VONE Vanguard Russell 1000 ETF 2.5 8 57 5.9 -0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 51 7.4 +1.4
IWB iShares Russell 1000 ETF 2.5 15 50 5.9 -0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 63 2 4.5 -1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.5 7 58 5.9 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 52 6.0 -0.0
IYG iShares US Financial Services ETF 2.5 42 23 8.3 +2.3
BFOR Barron's 400 ETF 2.5 70 -5 8.6 +2.6
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 2.5 60 5 6.2 +0.2
SFY SoFi Select 500 ETF 2.5 0 65 5.9 -0.1
SPYD SPDR S&P 500 High Dividend ETF 2.5 7 58 7.9 +1.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.5 28 37 6.8 +0.7
SCHK Schwab 1000 Index ETF 2.5 5 60 5.9 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 2.5 29 36 7.6 +1.6
WTV WisdomTree US Value Fund 2.5 12 53 8.9 +2.9
QLC FlexShares US Quality Large Cap Index Fund 2.5 32 33 6.6 +0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 50 6.0 -0.0
XRMI Global X S&P 500 Risk Managed Income ETF 2.5 60 5 5.4 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.5 15 50 6.1 +0.0
FCLD Fidelity Cloud Computing ETF 2.4 39 26 4.5 -1.6
IUS Invesco Strategic US ETF 2.4 19 46 6.8 +0.8
IYY iShares Dow Jones U.S. ETF 2.4 20 45 5.7 -0.3
GGRW Gabelli Growth Innovators ETF 2.4 90 -25 3.2 -2.8
DIVB iShares U.S. Dividend & Buyback ETF 2.4 25 40 7.3 +1.3
SPTM SPDR Portfolio Total Stock Market ETF 2.4 3 62 6.1 +0.1
XCLR Global X S&P 500 Collar 95-110 ETF 2.4 60 5 5.4 -0.6
JDIV JPMorgan U.S. Dividend ETF 2.4 12 53 7.7 +1.7
BBP BioShares Biotechnology Products Fund 2.4 79 -14 -5.8 -11.8
PTH Invesco DWA Healthcare Momentum ETF 2.4 60 5 2.2 -3.9
VDNI V-Shares US Leadership Diversity ETF 2.4 29 36 6.2 +0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.4 25 40 6.5 +0.5
IWV iShares Russell 3000 ETF 2.4 20 45 5.5 -0.5
BLDG Cambria Global Real Estate ETF 2.4 59 6 6.4 +0.4
VSLU Applied Finance Valuation Large Cap ETF 2.4 49 16 7.2 +1.2
SPXN ProShares S&P 500 Ex-Financials ETF 2.3 27 38 5.6 -0.4
VTHR Vanguard Russell 3000 Index Fund 2.3 10 55 5.6 -0.4
RPV Invesco S&P 500 Pure Value ETF 2.3 35 30 9.1 +3.1
PUI Invesco DWA Utilities Momentum ETF 2.3 60 5 5.1 -0.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 50 7.0 +1.0
SCHB Schwab U.S. Broad Market ETF 2.3 3 62 5.8 -0.2
FVD First Trust Value Line Dividend Index Fund 2.3 70 -5 5.9 -0.1
VTI Vanguard Total Stock Market Index Fund 2.3 3 62 5.5 -0.6
JHMH John Hancock Multifactor Healthcare ETF 2.3 40 25 6.9 +0.8
FXH First Trust Health Care AlphaDEX Fund 2.3 61 4 7.1 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 62 5.6 -0.4
JHMT John Hancock Multifactor Technology ETF 2.3 40 25 6.3 +0.2
QWLD SPDR MSCI World StrategicFactors ETF 2.3 30 35 6.2 +0.2
XLF Financial Select Sector SPDR Fund 2.3 10 55 8.5 +2.4
NACP Impact Shares NAACP Minority Empowerment ETF 2.3 49 16 5.9 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 2.3 39 26 7.2 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.3 30 35 7.0 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -10 6.0 -0.0
IYF iShares U.S. Financials ETF 2.3 42 23 8.3 +2.3
ESGU iShares MSCI USA ESG Optimized ETF 2.3 15 50 5.8 -0.2
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -14 4.8 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 30 35 8.1 +2.1
GAMR ETFMG Video Game Tech ETF 2.3 75 -10 6.5 +0.4
GSPY Gotham Enhanced 500 ETF 2.3 50 15 6.1 +0.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.2 57 8 5.5 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 51 5.9 -0.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 2.2 25 40 7.1 +1.1
CACG ClearBridge All Cap Growth ETF 2.2 53 12 4.3 -1.7
VLUE iShares MSCI USA Value Factor ETF 2.2 15 50 11.5 +5.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 49 16 7.3 +1.3
IWL iShares Russell Top 200 ETF 2.2 15 50 5.8 -0.2
IGE iShares North American Natural Resources ETF 2.2 43 22 4.8 -1.2
RWL Invesco S&P 500 Revenue ETF 2.2 39 26 6.7 +0.7
SPMV Invesco S&P 500 Minimum Variance ETF 2.2 10 55 5.6 -0.4
MOTO SmartETFs Smart Transportation & Technology ETF 2.2 68 -3 7.0 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 35 6.8 +0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 49 16 5.2 -0.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.2 64 1 8.5 +2.5
DVY iShares Select Dividend ETF 2.2 39 26 8.3 +2.3
VLU SPDR S&P 1500 Value Tilt ETF 2.1 12 53 7.8 +1.8
UBCB UBC Algorithmic Fundamentals ETF 2.1 75 -10 4.4 -1.6
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 19 46 6.6 +0.6
PWC Invesco Dynamic Market ETF 2.1 60 5 6.2 +0.2
MGC Vanguard Mega Cap Index Fund 2.1 7 58 5.9 -0.1
SPVM Invesco S&P 500 Value with Momentum ETF 2.1 39 26 8.7 +2.7
VFMF Vanguard U.S. Multifactor ETF 2.1 19 46 9.1 +3.1
DFUS Dimensional U.S. Equity ETF 2.1 11 54 5.9 -0.1
YLDE ClearBridge Dividend Strategy ESG ETF 2.1 60 5 5.8 -0.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.1 25 40 7.0 +1.0
PPA Invesco Aerospace & Defense ETF 2.1 61 4 5.0 -1.0
BITQ Bitwise Crypto Industry Innovators ETF 2.1 85 -20 -5.7 -11.7
DFAU Dimensional US Core Equity Market ETF 2.1 12 53 6.2 +0.1
XT iShares Exponential Technologies ETF 2.1 46 19 4.3 -1.8
UAV AdvisorShares Drone Technology ETF 2.1 99 -34 5.4 -0.6
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 53 8.8 +2.7
ROUS Hartford Multifactor US Equity ETF 2.0 19 46 7.3 +1.3
GNR SPDR S&P Global Natural Resources ETF 2.0 40 25 7.8 +1.8
EQWL Invesco Russell Top 200 Equal Weight ETF 2.0 25 40 7.0 +0.9
NULV Nuveen ESG Large-Cap Value ETF 2.0 25 40 7.1 +1.1
CVY Invesco Zacks Multi-Asset Income ETF 2.0 100 -35 9.5 +3.4
CTRU ARK Transparency ETF 2.0 55 10 2.8 -3.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.0 65 0 10.2 +4.2
TMFC Motley Fool 100 Index ETF 2.0 50 15 4.6 -1.4
XTN SPDR S&P Transportation ETF 2.0 35 30 1.1 -5.0
NVQ QRAFT AI-Enhanced US Next Value ETF 2.0 75 -10 10.7 +4.6
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 65 5.9 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 56 6.0 +0.0
SPMO Invesco S&P 500 Momentum ETF 2.0 13 52 5.7 -0.3
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 38 7.4 +1.4
LVHD Legg Mason Low Volatility High Dividend ETF 1.9 27 38 7.3 +1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -10 8.8 +2.8
VUG Vanguard Growth Index Fund 1.9 4 61 4.9 -1.1
TOK iShares MSCI Kokusai ETF 1.9 25 40 5.9 -0.2
INNO Harbor Disruptive Innovation ETF 1.9 75 -10 -3.5 -9.6
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 1.9 40 25 5.2 -0.8
VFMV Vanguard U.S. Minimum Volatility ETF 1.9 13 52 5.9 -0.2
DHS WisdomTree U.S. High Dividend Fund 1.9 38 27 7.6 +1.6
DGRO iShares Core Dividend Growth ETF 1.9 8 57 7.3 +1.3
DTOX Amplify Cleaner Living ETF 1.9 59 6 -0.9 -6.9
VFH Vanguard Financials Index Fund 1.9 10 55 8.9 +2.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.9 10 55 5.6 -0.5
JMIN JPMorgan U.S. Minimum Volatility ETF 1.9 12 53 5.9 -0.1
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.9 39 26 -1.1 -7.1
IGF iShares Global Infrastructure ETF 1.9 43 22 3.8 -2.2
KOMP SPDR Kensho New Economies Composite ETF 1.9 20 45 0.9 -5.2
FNCL Fidelity MSCI Financials Index ETF 1.9 8 57 8.9 +2.9
KXI iShares Global Consumer Staples ETF 1.9 43 22 4.8 -1.2
GII SPDR S&P Global Infrastructure ETF 1.9 40 25 3.9 -2.2
ACWF iShares MSCI Global Multifactor ETF 1.9 35 30 9.2 +3.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 70 -5 9.9 +3.8
ETHO Etho Climate Leadership U.S. ETF 1.9 48 17 4.6 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 1.8 45 20 8.4 +2.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.8 30 35 7.1 +1.1
VONG Vanguard Russell 1000 Growth Index Fund 1.8 8 57 5.5 -0.5
IWF iShares Russell 1000 Growth ETF 1.8 19 46 5.4 -0.6
DEW WisdomTree Global High Dividend Fund 1.8 58 7 8.2 +2.2
LGLV SPDR Russell 1000 Low Volatility ETF 1.8 12 53 5.5 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 45 5.9 -0.2
URTH iShares MSCI World ETF 1.8 24 41 5.9 -0.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.8 25 40 6.3 +0.3
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 52 8.0 +1.9
IYC iShares U.S. Consumer Services ETF 1.8 43 22 4.3 -1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.8 24 41 7.6 +1.6
OUSA O'Shares FTSE US Quality Dividend ETF 1.8 48 17 6.9 +0.9
LGBT LGBTQ + ESG100 ETF 1.8 75 -10 5.0 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.7 10 55 5.7 -0.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.7 85 -20 6.5 +0.5
SUBS Fount Subscription Economy ETF 1.7 70 -5 4.9 -1.1
ILCG iShares Morningstar Growth ETF 1.7 4 61 4.5 -1.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.7 63 2 8.5 +2.5
FDVV Fidelity Core Dividend ETF 1.7 29 36 7.2 +1.2
VOOG Vanguard S&P 500 Growth ETF 1.7 10 55 5.6 -0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 61 5.7 -0.4
IVW iShares S&P 500 Growth ETF 1.7 18 47 5.5 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 61 4.6 -1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -10 5.6 -0.5
IGM iShares Expanded Tech Sector ETF 1.7 43 22 5.3 -0.7
WKLY SoFi Weekly Dividend ETF 1.7 49 16 7.5 +1.5
IWY iShares Russell Top 200 Growth ETF 1.7 20 45 5.7 -0.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.7 64 1 7.4 +1.4
QYLD Global X NASDAQ 100 Covered Call ETF 1.7 60 5 5.1 -0.9
USMF WisdomTree U.S. Multifactor Fund 1.7 28 37 8.5 +2.5
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 1.7 60 5 5.1 -0.9
SDOG ALPS Sector Dividend Dogs ETF 1.7 40 25 8.7 +2.7
QQQM Invesco NASDAQ 100 ETF 1.7 15 50 5.6 -0.4
QQQ Invesco QQQ Trust 1.7 20 45 5.5 -0.5
VYM Vanguard High Dividend Yield Index ETF 1.7 6 59 7.6 +1.5
XLV Health Care Select Sector SPDR Fund 1.6 10 55 7.7 +1.7
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 1.6 96 -31 4.0 -2.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 1.6 75 -10 6.9 +0.9
JHMC John Hancock Multifactor Consumer Discretionary ETF 1.6 40 25 5.1 -1.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.6 50 15 3.1 -2.9
ITAN Sparkline Intangible Value ETF 1.6 50 15 7.0 +1.0
FLDZ RiverNorth Volition America Patriot ETF 1.6 70 -5 5.5 -0.5
HLAL Wahed FTSE USA Shariah ETF 1.6 50 15 5.3 -0.7
IUSG iShares Core S&P US Growth ETF 1.6 4 61 5.7 -0.3
USVT US Value ETF 1.6 49 16 11.2 +5.2
ACWI iShares MSCI ACWI ETF 1.6 32 33 6.1 +0.1
XDNA Strategic CRISPR & Gene Editing Technology ETF 1.6 78 -13 -5.3 -11.3
BAD B.A.D. ETF 1.6 75 -10 3.0 -3.1
QTR Global X NASDAQ 100 Tail Risk ETF 1.6 60 5 5.1 -0.9
TMDV ProShares Russell US Dividend Growers ETF 1.6 36 29 5.9 -0.2
METV Roundhill Ball Metaverse ETF 1.6 59 6 4.4 -1.7
MVPS Amplify Thematic All-Stars ETF 1.6 49 16 2.1 -3.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.6 21 44 3.9 -2.1
IYH iShares U.S. Healthcare ETF 1.6 43 22 6.8 +0.8
QRMI Global X NASDAQ 100 Risk Managed Income ETF 1.5 60 5 4.9 -1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 45 6.2 +0.2
QCLR Global X NASDAQ 100 Collar 95-110 ETF 1.5 60 5 4.9 -1.1
PNQI Invesco NASDAQ Internet ETF 1.5 60 5 3.3 -2.8
BTHM BlackRock Future U.S. Themes ETF 1.5 60 5 6.0 -0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 46 6.6 +0.6
NUSI Nationwide Risk-Managed Income ETF 1.5 68 -3 4.8 -1.2
DGT SPDR Global Dow ETF 1.5 50 15 7.5 +1.5
XITK SPDR FactSet Innovative Technology ETF 1.5 45 20 -3.2 -9.3
RIET Hoya Capital High Dividend Yield ETF 1.5 25 40 9.1 +3.1
IETC iShares Evolved U.S. Technology ETF 1.5 18 47 5.3 -0.8
VUSE Vident Core US Equity Fund 1.5 48 17 10.1 +4.1
XOUT GraniteShares XOUT U.S. Large Cap ETF 1.5 60 5 5.4 -0.7
DURA VanEck Morningstar Durable Dividend ETF 1.5 29 36 7.2 +1.2
ARKG ARK Genomic Revolution ETF 1.4 75 -10 -11.3 -17.3
RFFC RiverFront Dynamic US Flex-Cap ETF 1.4 52 13 5.6 -0.5
VHT Vanguard Health Care Index Fund 1.4 10 55 6.2 +0.2
IFRA iShares U.S. Infrastructure ETF 1.4 30 35 6.1 +0.1
FHLC Fidelity MSCI Health Care Index ETF 1.4 8 57 6.2 +0.1
OGIG O'Shares Global Internet Giants ETF 1.4 48 17 0.0 -6.0
VT Vanguard Total World Stock ETF 1.4 8 57 6.3 +0.3
AVDR AVDR US LargeCap Leading ETF 1.4 60 5 5.9 -0.1
FPAG FPA Global Equity ETF 1.3 49 16 6.6 +0.6
WRND IQ Global Equity R&D Leaders ETF 1.3 18 47 7.5 +1.5
AIQ Global X Future Analytics Tech ETF 1.3 68 -3 5.1 -0.9
NUDV Nuveen ESG Dividend ETF 1.3 25 40 7.2 +1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 56 6.1 +0.1
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 45 5.8 -0.2
PLAT WisdomTree Modern Tech Platforms Fund 1.3 20 45 2.0 -4.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 13 8.1 +2.0
EQUL IQ Engender Equality ETF 1.3 45 20 7.3 +1.3
IQM Franklin Intelligent Machines ETF 1.3 50 15 3.7 -2.3
OCEN IQ Clean Oceans ETF 1.3 45 20 6.5 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 53 5.8 -0.2
SPHQ Invesco S&P 500 Quality ETF 1.2 15 50 6.9 +0.9
FLV American Century Focused Large Cap Value ETF 1.2 42 23 6.8 +0.8
GLIF AGFiQ Global Infrastructure ETF 1.2 45 20 4.5 -1.6
JHMF John Hancock Multifactor Financials ETF 1.2 40 25 8.5 +2.5
IXG iShares Global Financials ETF 1.2 43 22 9.4 +3.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.2 47 18 0.1 -5.9
IXJ iShares Global Healthcare ETF 1.2 43 22 6.7 +0.6
PDP Invesco DWA Momentum ETF 1.2 62 3 5.0 -1.0
SUSA iShares MSCI USA ESG Select ETF 1.2 25 40 5.8 -0.2
CGDV Capital Group Dividend Value ETF 1.2 33 32 6.1 +0.1
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 61 6.4 +0.4
CVAR Cultivar ETF 1.2 87 -22 7.6 +1.6
ESG FlexShares STOXX US ESG Impact Index Fund 1.2 32 33 5.8 -0.2
XRT SPDR S&P Retail ETF 1.1 35 30 7.0 +1.0
AILG Alpha Intelligent - Large Cap Growth ETF 1.1 85 -20 4.1 -2.0
XBI SPDR S&P BIOTECH ETF 1.1 35 30 -7.2 -13.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.1 18 47 4.9 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -10 7.1 +1.1
CGGO Capital Group Global Growth Equity ETF 1.1 47 18 4.3 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 53 5.9 -0.2
XDAT Franklin Exponential Data ETF 1.1 50 15 3.1 -2.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.1 52 13 5.7 -0.4
VFVA Vanguard U.S. Value Factor ETF 1.1 14 51 11.0 +4.9
BOSS Global X Founder-Run Companies ETF 1.1 45 20 2.9 -3.1
STLV iShares Factors US Value Style ETF 1.1 25 40 8.8 +2.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.1 65 0 3.0 -3.0
GCOW Pacer Global High Dividend ETF 1.1 60 5 9.6 +3.6
IYW iShares U.S. Technology ETF 1.0 43 22 5.5 -0.5
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 0 9.0 +3.0
FTHI First Trust High Income ETF 1.0 85 -20 5.9 -0.1
XSW SPDR S&P Software & Services ETF 1.0 35 30 3.9 -2.1
LVOL American Century Low Volatility ETF 1.0 29 36 5.4 -0.6
RAFE PIMCO RAFI ESG U.S. ETF 1.0 30 35 8.2 +2.2
FDWM Fidelity Women's Leadership ETF 1.0 59 6 6.0 +0.0
CARZ First Trust NASDAQ Global Auto Index Fund 1.0 70 -5 5.3 -0.7
FSST Fidelity Sustainability U.S. Equity ETF 1.0 59 6 5.9 -0.2
FDMO Fidelity Momentum Factor ETF 1.0 29 36 5.1 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.0 59 6 4.3 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 0.9 13 52 10.1 +4.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.9 60 5 7.8 +1.8
GBDV Global Beta Smart Income ETF 0.9 29 36 8.7 +2.6
IEFN iShares Evolved U.S. Financials ETF 0.9 18 47 9.1 +3.1
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.9 108 -43 6.5 +0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.9 88 -23 5.8 -0.2
GERM ETFMG Treatments Testing and Advancements ETF 0.9 68 -3 -103.2 -109.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.9 35 30 6.4 +0.4
OEF iShares S&P 100 ETF 0.9 20 45 5.8 -0.3
AVDG AVDR US LargeCap ESG ETF 0.9 60 5 5.6 -0.4
MTUM iShares MSCI USA Momentum Factor ETF 0.8 15 50 5.4 -0.7
AIEQ AI Powered Equity ETF 0.8 80 -15 3.5 -2.6
IUSS Invesco Strategic US Small Company ETF 0.8 23 42 6.2 +0.2
VGT Vanguard Information Technology Index Fund 0.8 10 55 5.7 -0.4
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 57 5.7 -0.4
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.8 56 9 6.9 +0.9
XLG Invesco S&P 500 Top 50 ETF 0.8 20 45 5.4 -0.6
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 30 6.3 +0.3
SDGA Impact Shares Sustainable Development Goals Global ETF 0.8 75 -10 6.6 +0.6
MMLG First Trust Multi-Manager Large Growth ETF 0.8 85 -20 3.0 -3.0
XLK Technology Select Sector SPDR Fund 0.8 10 55 5.9 -0.1
EMLP First Trust North American Energy Infrastructure Fund 0.7 96 -31 4.8 -1.3
FLLV Franklin Liberty U.S. Low Volatility ETF 0.7 29 36 5.9 -0.1
NTZO Impact Shares MSCI Global Climate Select ETF 0.7 30 35 5.8 -0.2
HDV iShares Core High Dividend ETF 0.7 8 57 7.3 +1.3
XLY Consumer Discretionary Select Sector SPDR Fund 0.7 10 55 5.0 -1.0
KLDW Gavekal Knowledge Leaders Developed World ETF 0.7 75 -10 0.0 -6.0
MGK Vanguard Mega Cap Growth ETF 0.6 7 58 5.1 -0.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 30 7.5 +1.5
VXF Vanguard Extended Market Index Fund 0.6 6 59 2.6 -3.5
WLDR Affinity World Leaders Equity ETF 0.6 67 -2 9.0 +3.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.6 42 23 5.9 -0.2
FMIL Fidelity New Millennium ETF 0.6 59 6 6.7 +0.7
IXN iShares Global Tech ETF 0.6 43 22 5.3 -0.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.6 50 15 7.4 +1.4
RYJ Invesco Raymond James SB-1 Equity ETF 0.5 75 -10 3.6 -2.5
XPND First Trust Expanded Technology ETF 0.5 65 0 5.7 -0.3
VCR Vanguard Consumer Discretionary Index Fund 0.5 10 55 5.4 -0.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.5 8 57 5.5 -0.5
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 27 8.4 +2.3
JFWD Jacob Forward ETF 0.5 75 -10 -12.4 -18.4
SMMD iShares Russell 2500 ETF 0.5 15 50 6.4 +0.4
RXI iShares Global Consumer Discretionary ETF 0.4 43 22 5.3 -0.7
JOYY Infusive Compounding Global Equities ETF 0.4 51 14 4.1 -2.0
FBCG Fidelity Blue Chip Growth ETF 0.4 59 6 2.5 -3.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.4 39 26 9.1 +3.1
VFLQ Vanguard U.S. Liquidity Factor ETF 0.3 13 52 1.9 -4.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.3 45 20 3.4 -2.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.3 25 40 6.0 +0.0
VBK Vanguard Small-Cap Growth Index Fund 0.3 7 58 2.5 -3.5
SFYX Sofi Next 500 ETF 0.3 0 65 6.6 +0.6
SQEW LeaderShares Equity Skew ETF 0.3 75 -10 6.3 +0.3
ICAP InfraCap Equity Income Fund ETF 0.3 80 -15 8.5 +2.4
STLG iShares Factors US Growth Style ETF 0.2 25 40 7.9 +1.9
VB Vanguard Small-Cap ETF 0.1 5 60 6.1 +0.0
IEHS iShares Evolved U.S. Healthcare Staples ETF 0.1 18 47 5.9 -0.1
ARKF ARK Fintech Innovation ETF 0.0 75 -10 0.0 -6.0
DFAT Dimensional U.S. Targeted Value ETF 0.0 34 31 8.3 +2.3

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

  2017 2018 2019 2020 2021 2022E 2023E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
Volshares Large Capital 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 13.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.52 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.