WisdomTree US Value Fund of Benef Interest
ALTAR
Score™
9.2% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
14.0x P/Sales
ratio
1.1x
P/BV
ratio
2.6x Div.
yield
1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WTV is actively managed using a model-based selection process. It aims to identify US large- and midcap stocks that provide a high total shareholder yield with quality characteristics.

FUND BASICS
Category US Equities
Fund Sponsor WisdomTree
Website www.wisdomtree.com/etfs/equity/wtv
Inception date Feb 23, 2007
Assets (mns) $347
Currency USD
Expense ratio 12 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Proprietary
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 123
Wgt avg mkt cap (mns) $106,370
Large cap (>$10bn) 84.4%
Mid cap ($2-10bn) 15.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
META PLATFORMS INC 3.6 %
HCA HOLDINGS INC 2.4 %
BUILDERS FIRSTSOURCE INC 2.3 %
EMCOR GROUP INC 2.1 %
NRG ENERGY INC 2.1 %
CARDINAL HEALTH INC 1.9 %
MCKESSON CORP 1.8 %
MEDPACE HOLDINGS, INC. 1.8 %
PULTE HOMES INC 1.7 %
OWENS CORNING 1.7 %
Total 21.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 118.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
15.2% 24.2% 0.3% 4.0% 4.6%

Market Correlations
versus... Beta R-squared
S&P500 0.97 79%
MSCI EAFE 0.99 78%
MSCI Emg. Mkts. 0.72 40%

Technical Indicators
Recent close $77.96
30d moving avg. $76.27
Annualized volatility 19.6%
Short interest (ETF) 0.3%
Short interest (Underlying) 4.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 12
Turnover 0.3%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $23,310

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 962 potential alternatives to the WisdomTree US Value Fund of Benef Interest ETF based on the alternatives' overlap in portfolio holdings with WTV. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: WTV Expense: 12 bp ALTAR Score™: 9.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH WTV
Ticker Fund
Name
Overlap1
vs WTV
(%)
Expense
ratio
(bp)
Savings
vs WTV
(bp)
ALTAR
Score™
(%)
ALTAR
vs WTV
(%)
SURE AdvisorShares Insiders Advantage ETF 31.1 90 -78 10.1 +0.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 29.2 75 -63 7.0 -2.2
SMRI Bushido Capital US Equity ETF 28.9 71 -59 9.0 -0.2
SPVM Invesco S&P 500 Value with Momentum ETF 28.7 39 -27 8.2 -1.0
SYLD Cambria Shareholder Yield ETF 28.3 59 -47 11.4 +2.2
VFLO VictoryShares Free Cash Flow ETF 28.2 39 -27 9.4 +0.2
ROE Astoria US Quality Kings ETF 27.9 49 -37 7.7 -1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 26.2 15 -3 9.6 +0.4
COWZ Pacer US Cash Cows 100 ETF 25.0 49 -37 11.2 +2.0
PKW Invesco Buyback Achievers ETF 24.6 62 -50 6.9 -2.4
LYLD Cambria Large Cap Shareholder Yield ETF 24.5 59 -47 9.4 +0.2
AVLV Avantis U.S. Large Cap Value ETF 23.5 15 -3 7.4 -1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 23.0 30 -18 8.0 -1.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 22.9 25 -13 10.8 +1.6
BUL Pacer US Cash Cows Growth ETF 22.5 60 -48 7.9 -1.3
PY Principal Value ETF 22.1 15 -3 7.2 -2.0
SPGP Invesco S&P 500 GARP ETF 21.8 34 -22 8.2 -1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 21.7 60 -48 8.6 -0.6
AFLG First Trust Active Factor Large Cap ETF 21.6 55 -43 6.0 -3.2
JVAL JPMorgan U.S. Value Factor ETF 21.2 12 0 8.0 -1.3
DSTL Distillate US Fundamental Stability & Value ETF 21.0 39 -27 7.4 -1.9
VALQ American Century U.S. Quality Value ETF 20.8 29 -17 7.3 -1.9
USMF WisdomTree U.S. Multifactor Fund 20.7 28 -16 7.4 -1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 20.7 18 -6 7.2 -2.0
VFMF Vanguard U.S. Multifactor ETF 20.7 18 -6 8.7 -0.5
QLC FlexShares US Quality Large Cap Index Fund 20.5 25 -13 5.5 -3.7
FUNL CornerCap Fundametrics Large-Cap ETF 20.5 50 -38 6.9 -2.4
ONEO SPDR Russell 1000 Momentum Focus ETF 20.4 20 -8 7.0 -2.2
WLDR Affinity World Leaders Equity ETF 20.2 67 -55 8.4 -0.8
FTA First Trust Large Cap Value AlphaDEX Fund 20.1 59 -47 8.2 -1.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 20.0 60 -48 7.9 -1.4
DFLV Dimensional US Large Cap Value ETF 19.5 22 -10 7.8 -1.4
ECML Euclidean Fundamental Value ETF 19.4 95 -83 13.0 +3.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 19.2 24 -12 7.5 -1.7
IMCV iShares Morningstar Mid-Cap Value ETF 19.1 6 6 7.7 -1.5
DEUS Xtrackers Russell US Multifactor ETF 19.1 17 -5 7.0 -2.2
ULVM VictoryShares US Value Momentum ETF 19.0 20 -8 7.3 -1.9
AFMC First Trust Active Factor Mid Cap ETF 19.0 65 -53 7.1 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 18.6 19 -7 6.3 -3.0
ONEY SPDR Russell 1000 Yield Focus ETF 18.5 20 -8 9.4 +0.2
SPVU Invesco S&P 500 Enhanced Value ETF 18.4 13 -1 9.4 +0.2
RPV Invesco S&P 500 Pure Value ETF 18.1 35 -23 9.5 +0.3
SSPY Syntax Stratified LargeCap ETF 18.0 30 -18 6.4 -2.8
FVAL Fidelity Value Factor ETF 17.9 15 -3 7.2 -2.0
REVS Columbia Research Enhanced Value ETF 17.9 19 -7 7.6 -1.6
VFVA Vanguard U.S. Value Factor ETF 17.9 13 -1 10.4 +1.2
ROUS Hartford Multifactor US Equity ETF 17.8 19 -7 6.7 -2.5
RWL Invesco S&P 500 Revenue ETF 17.5 39 -27 6.5 -2.7
VAMO Cambria Value & Momentum ETF 17.5 61 -49 9.3 +0.1
JHMM John Hancock Multifactor Mid Cap ETF 17.3 42 -30 6.3 -2.9
IUS Invesco RAFI Strategic US ETF 17.3 19 -7 6.9 -2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17.2 29 -17 6.5 -2.7
SRHQ SRH U.S. Quality ETF 17.1 35 -23 7.7 -1.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 17.0 61 -49 6.1 -3.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 17.0 35 -23 7.8 -1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 17.0 38 -26 7.8 -1.4
RWK Invesco S&P MidCap 400 Revenue ETF 16.7 39 -27 8.5 -0.7
STXV Strive 1000 Value ETF 16.7 18 -6 7.5 -1.7
FNDX Schwab Fundamental US Large Co. Index ETF 16.7 25 -13 6.9 -2.3
EPS WisdomTree U.S. LargeCap Fund 16.5 8 4 6.1 -3.1
EQRR ProShares Equities for Rising Rates ETF 16.4 35 -23 8.4 -0.8
FCPI Fidelity Stocks for Inflation ETF 16.4 15 -3 8.5 -0.7
DON WisdomTree U.S. MidCap Dividend Fund 16.3 38 -26 8.1 -1.1
FLQL Franklin LibertyQ U.S. Equity ETF 16.3 15 -3 5.9 -3.3
FLRG Fidelity U.S. Multifactor ETF 16.1 15 -3 7.5 -1.8
VLUE iShares MSCI USA Value Factor ETF 16.1 15 -3 10.4 +1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 15.8 20 -8 7.6 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 15.8 25 -13 6.8 -2.4
CCMG CCM Global Equity ETF 15.8 34 -22 7.6 -1.7
VOE Vanguard Mid-Cap Value ETF 15.6 7 5 7.0 -2.2
FEX First Trust Large Cap Core AlphaDEX Fund 15.5 59 -47 5.7 -3.5
DFUV Dimensional US Marketwide Value ETF 15.5 22 -10 7.5 -1.7
LRGF iShares U.S. Equity Factor ETF 15.5 8 4 5.8 -3.4
RDVY First Trust Rising Dividend Achievers ETF 15.4 50 -38 9.5 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 15.4 12 0 6.9 -2.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 15.4 15 -3 7.0 -2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 15.3 49 -37 4.9 -4.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 15.3 15 -3 5.9 -3.3
SHRY First Trust Bloomberg Shareholder Yield ETF 15.2 60 -48 6.8 -2.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 15.1 60 -48 8.7 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 15.0 39 -27 7.0 -2.3
QDF FlexShares Quality Dividend Index Fund 15.0 37 -25 4.3 -4.9
KRMA Global X Conscious Companies ETF 14.9 43 -31 5.8 -3.5
MAGA Point Bridge America First ETF 14.9 72 -60 5.9 -3.4
TPHD Timothy Plan High Dividend Stock ETF 14.9 52 -40 6.1 -3.1
NUDV Nuveen ESG Dividend ETF 14.9 26 -14 7.1 -2.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 14.9 54 -42 6.1 -3.1
ITAN Sparkline Intangible Value ETF 14.9 50 -38 6.2 -3.0
FQAL Fidelity Quality Factor ETF 14.9 15 -3 5.8 -3.4
FMDE Fidelity Enhanced Mid Cap ETF 14.8 23 -11 6.3 -2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 14.8 29 -17 7.0 -2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 14.8 4 8 5.8 -3.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14.7 9 3 5.5 -3.7
DIVB iShares Core Dividend ETF 14.7 5 7 7.6 -1.6
CFA VictoryShares US 500 Volatility Wtd ETF 14.7 35 -23 5.8 -3.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 14.7 40 -28 5.7 -3.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 14.7 50 -38 7.6 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 14.7 67 -55 9.1 -0.1
QGRO American Century U.S. Quality Growth ETF 14.6 29 -17 4.7 -4.5
JQUA JPMorgan U.S. Quality Factor ETF 14.6 12 0 5.8 -3.4
AVUS Avantis U.S. Equity ETF 14.5 15 -3 5.8 -3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 14.5 37 -25 4.0 -5.2
FLDZ RiverNorth Patriot ETF 14.4 75 -63 5.5 -3.7
JHML John Hancock Multifactor Large Cap ETF 14.4 29 -17 5.4 -3.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 14.4 20 -8 5.8 -3.4
RPG Invesco S&P 500 Pure Growth ETF 14.4 35 -23 3.5 -5.7
VYM Vanguard High Dividend Yield Index ETF 14.3 6 6 7.0 -2.2
COWS Amplify Cash Flow Dividend Leaders ETF 14.3 0 12 11.4 +2.2
ILCV iShares Morningstar Value ETF 14.2 4 8 6.3 -3.0
FELV Fidelity Enhanced Large Cap Value ETF 14.1 18 -6 6.5 -2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.1 25 -13 5.2 -4.1
SPLV Invesco S&P 500 Low Volatility ETF 14.1 25 -13 5.1 -4.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 14.1 39 -27 3.4 -5.8
ALTL Pacer Lunt Large Cap Alternator ETF 14.0 60 -48 4.8 -4.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.0 15 -3 6.4 -2.8
VFQY Vanguard U.S. Quality Factor ETF 14.0 13 -1 7.4 -1.8
IWS iShares Russell Mid-Cap Value ETF 14.0 23 -11 6.5 -2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 14.0 15 -3 6.9 -2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 13.9 79 -67 5.5 -3.7
SCHM Schwab U.S. Mid-Cap ETF 13.9 4 8 6.1 -3.1
EVUS iShares ESG Aware MSCI USA Value ETF 13.8 18 -6 6.4 -2.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 13.8 60 -48 9.6 +0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.8 9 3 5.9 -3.3
VSLU Applied Finance Valuation Large Cap ETF 13.7 49 -37 5.6 -3.6
QDIV Global X S&P 500 Quality Dividend ETF 13.7 20 -8 7.6 -1.6
RSP Invesco S&P 500 Equal Weight ETF 13.7 20 -8 5.9 -3.3
SCHV Schwab U.S. Large-Cap Value ETF 13.6 4 8 6.4 -2.8
RAFE PIMCO RAFI ESG U.S. ETF 13.6 29 -17 7.2 -2.1
HLGE Hartford Longevity Economy ETF 13.6 44 -32 6.0 -3.2
EQWL Invesco S&P 100 Equal Weight ETF 13.6 25 -13 6.4 -2.8
GSPY Gotham Enhanced 500 ETF 13.5 50 -38 5.2 -4.0
HDUS Hartford Disciplined US Equity ETF 13.3 19 -7 6.0 -3.2
NUMV Nuveen ESG Mid-Cap Value ETF 13.3 31 -19 6.7 -2.5
DTD WisdomTree U.S. Total Dividend Fund 13.2 28 -16 6.1 -3.1
RECS Columbia Research Enhanced Core ETF 13.2 15 -3 5.6 -3.6
TTAC FCF US Quality ETF 13.2 59 -47 6.3 -2.9
GVLU Gotham 1000 Value ETF 13.0 50 -38 7.2 -2.0
EQAL Invesco Russell 1000 Equal Weight ETF 13.0 20 -8 6.4 -2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 13.0 12 0 6.6 -2.7
VTV Vanguard Value ETF 13.0 4 8 6.6 -2.7
MDY SPDR S&P Midcap 400 ETF Trust 12.9 23 -11 6.4 -2.8
IJH iShares Core S&P Mid-Cap ETF 12.9 5 7 6.6 -2.6
DLN WisdomTree U.S. LargeCap Dividend Fund 12.9 28 -16 5.9 -3.4
JMOM JPMorgan U.S. Momentum Factor ETF 12.8 12 0 4.7 -4.6
WOMN Impact Shares YWCA Women's Empowerment ETF 12.8 75 -63 4.8 -4.5
EUSA iShares MSCI USA Equal Weighted ETF 12.7 9 3 5.7 -3.5
SIZE iShares MSCI USA Size Factor ETF 12.7 15 -3 5.7 -3.5
PDP Invesco Dorsey Wright Momentum ETF 12.7 62 -50 3.8 -5.4
FDMO Fidelity Momentum Factor ETF 12.7 15 -3 4.2 -5.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 12.6 3 9 6.6 -2.6
APUE ActivePassive U.S. Equity ETF 12.6 45 -33 4.9 -4.3
IJK iShares S&P Mid-Cap 400 Growth ETF 12.6 17 -5 5.9 -3.3
FNK First Trust Mid Cap Value AlphaDEX Fund 12.5 70 -58 10.4 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 12.5 10 2 6.6 -2.7
EZM WisdomTree U.S. MidCap Fund 12.5 38 -26 7.8 -1.5
ITB iShares U.S. Home Construction ETF 12.5 40 -28 9.7 +0.5
SPXT ProShares S&P 500 Ex-Technology ETF 12.5 9 3 5.4 -3.8
SPDV AAM S&P 500 High Dividend Value ETF 12.5 29 -17 10.0 +0.8
CATH Global X S&P 500 Catholic Values Custom ETF 12.5 29 -17 5.0 -4.2
IWR iShares Russell Midcap ETF 12.4 19 -7 5.7 -3.6
IJJ iShares S&P Mid-Cap 400 Value ETF 12.4 18 -6 7.4 -1.8
DVY iShares Select Dividend ETF 12.4 38 -26 8.2 -1.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 12.4 52 -40 5.2 -4.0
IWD iShares Russell 1000 Value ETF 12.4 19 -7 6.3 -3.0
VONV Vanguard Russell 1000 Value ETF 12.4 8 4 6.4 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 12.4 15 -3 5.9 -3.3
ESGU iShares ESG Aware MSCI USA ETF 12.4 15 -3 5.1 -4.1
GVUS Marketbeta Russell 1000 Value Equity ETF 12.3 12 0 6.4 -2.9
DFSU Dimensional US Sustainability Core 1 ETF 12.3 18 -6 5.6 -3.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 12.3 58 -46 5.1 -4.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.3 75 -63 4.3 -4.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 12.3 15 -3 5.9 -3.3
IMCB iShares Morningstar Mid-Cap ETF 12.3 4 8 6.0 -3.3
SNPV Xtrackers S&P 500 Value ESG ETF 12.3 15 -3 6.5 -2.8
DFAC Dimensional U.S. Core Equity 2 ETF 12.2 17 -5 5.5 -3.7
VBR Vanguard Small Cap Value ETF 12.2 7 5 7.8 -1.4
MBOX Freedom Day Dividend ETF 12.2 39 -27 7.4 -1.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 12.2 60 -48 6.5 -2.7
PWV Invesco Large Cap Value ETF 12.1 55 -43 7.9 -1.3
JOET Virtus Terranova US Quality Momentum ETF 12.1 29 -17 5.0 -4.2
MDYV SPDR S&P 400 Mid Cap Value ETF 12.1 15 -3 7.5 -1.8
XHB SPDR S&P Homebuilders ETF 12.1 35 -23 9.7 +0.5
XMVM Invesco S&P MidCap Value with Momentum ETF 12.0 39 -27 10.6 +1.4
IUSV iShares Core S&P US Value ETF 12.0 4 8 6.5 -2.7
GRPM Invesco S&P MidCap 400 GARP ETF 12.0 35 -23 9.4 +0.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 12.0 60 -48 4.7 -4.5
HOMZ Hoya Capital Housing ETF 11.9 30 -18 6.6 -2.6
DCOR Dimensional US Core Equity 1 ETF 11.9 14 -2 5.5 -3.7
VOOV Vanguard S&P 500 Value ETF 11.9 10 2 6.4 -2.8
DGRO iShares Core Dividend Growth ETF 11.9 8 4 6.3 -2.9
IVE iShares S&P 500 Value ETF 11.9 18 -6 6.3 -2.9
DGRW WisdomTree US Quality Dividend Growth Fund 11.9 28 -16 5.9 -3.3
SPYV SPDR Portfolio S&P 500 Value ETF 11.8 4 8 6.4 -2.8
XMMO Invesco S&P MidCap Momentum ETF 11.8 34 -22 5.6 -3.6
NULV Nuveen ESG Large-Cap Value ETF 11.8 26 -14 6.7 -2.5
SMOT VanEck Morningstar SMID Moat ETF 11.8 49 -37 6.1 -3.1
FELC Fidelity Enhanced Large Cap Core ETF 11.8 18 -6 5.4 -3.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 11.8 15 -3 7.4 -1.8
MTUM iShares MSCI USA Momentum Factor ETF 11.7 15 -3 3.8 -5.4
KIE SPDR S&P Insurance ETF 11.7 35 -23 6.3 -2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 11.6 35 -23 5.7 -3.5
QUS SPDR MSCI USA StrategicFactors ETF 11.6 15 -3 5.7 -3.5
QVAL Alpha Architect US Quantitative Value ETF 11.6 39 -27 11.0 +1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 11.5 65 -53 5.0 -4.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 11.5 85 -73 7.4 -1.8
INEQ Columbia International Equity Income ETF 11.4 45 -33 6.6 -2.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 11.4 32 -20 4.9 -4.3
FXL First Trust Technology AlphaDEX Fund 11.4 61 -49 5.2 -4.0
IAK iShares U.S. Insurance ETF 11.4 40 -28 5.9 -3.3
SPHB Invesco S&P 500 High Beta ETF 11.3 25 -13 2.8 -6.4
JHDV John Hancock U.S. High Dividend ETF 11.3 34 -22 6.3 -2.9
RFV Invesco S&P Midcap 400 Pure Value ETF 11.3 35 -23 8.3 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 11.2 9 3 5.2 -4.1
MGV Vanguard Mega Cap Value ETF 11.2 7 5 6.4 -2.8
JAVA JPMorgan Active Value ETF 11.2 44 -32 6.0 -3.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 11.1 61 -49 6.4 -2.9
DFAU Dimensional US Core Equity Market ETF 11.1 12 0 5.2 -4.0
XMHQ Invesco S&P MidCap Quality ETF 11.0 25 -13 6.7 -2.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 11.0 52 -40 6.6 -2.7
SMDY Syntax Stratified MidCap ETF 11.0 35 -23 5.8 -3.4
CHGX AXS Change Finance ESG ETF 11.0 49 -37 5.3 -4.0
HKND Humankind US Stock ETF 11.0 11 1 7.0 -2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 11.0 11 1 4.9 -4.3
PAVE Global X U.S. Infrastructure Development ETF 10.9 47 -35 5.6 -3.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 10.9 60 -48 6.3 -2.9
VO Vanguard Mid-Cap ETF 10.9 4 8 5.7 -3.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 10.9 40 -28 6.6 -2.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 10.8 75 -63 3.5 -5.7
FNX First Trust Mid Cap Core AlphaDEX Fund 10.8 60 -48 7.1 -2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.7 11 1 5.1 -4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 10.7 9 3 4.9 -4.4
VOO Vanguard S&P 500 ETF 10.7 3 9 5.1 -4.1
IVV iShares Core S&P 500 ETF 10.7 3 9 5.1 -4.1
SPY SPDR S&P 500 ETF Trust 10.7 9 3 5.1 -4.2
SPLG SPDR Portfolio S&P 500 ETF 10.7 2 10 5.1 -4.1
SCHX Schwab U.S. Large-Cap ETF 10.7 3 9 5.1 -4.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 10.6 3 9 5.3 -4.0
HLAL Wahed FTSE USA Shariah ETF 10.6 50 -38 4.8 -4.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.6 7 5 5.1 -4.2
PBUS Invesco MSCI USA ETF 10.6 4 8 5.1 -4.1
LCF Touchstone US Large Cap Focused ETF 10.6 69 -57 4.2 -5.0
SCHK Schwab 1000 Index ETF 10.5 5 7 5.1 -4.1
IWB iShares Russell 1000 ETF 10.5 15 -3 5.0 -4.2
VONE Vanguard Russell 1000 ETF 10.5 8 4 5.1 -4.2
IYY iShares Dow Jones U.S. ETF 10.5 20 -8 4.9 -4.3
FFLC Fidelity Fundamental Large Cap Core ETF 10.5 38 -26 4.9 -4.3
VOTE TCW Transform 500 ETF 10.5 5 7 5.1 -4.2
BKLC BNY Mellon US Large Cap Core Equity ETF 10.5 0 12 5.1 -4.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 10.5 56 -44 6.1 -3.1
KRUZ Unusual Whales Subversive Republican Trading ETF 10.4 75 -63 5.7 -3.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 10.4 12 0 4.6 -4.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.4 2 10 5.1 -4.1
ILCB iShares Morningstar U.S. Equity ETF 10.4 3 9 5.1 -4.1
DFUS Dimensional U.S. Equity ETF 10.4 9 3 5.0 -4.2
HAPI Harbor Human Capital Factor US Large Cap ETF 10.4 36 -24 4.7 -4.5
MOTE VanEck Morningstar ESG Moat ETF 10.4 49 -37 5.1 -4.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 10.4 39 -27 4.2 -5.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 10.4 25 -13 5.4 -3.8
VV Vanguard Large-Cap ETF 10.3 4 8 5.1 -4.2
FMIL Fidelity New Millennium ETF 10.3 59 -47 4.8 -4.4
RAYD Rayliant Quantitative Developed Market Equity ETF 10.2 80 -68 4.0 -5.3
STRV Strive 500 ETF 10.2 5 7 5.1 -4.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 10.2 40 -28 5.6 -3.6
NULC Nuveen ESG Large-Cap ETF 10.2 21 -9 5.4 -3.8
VFMO Vanguard U.S. Momentum Factor ETF 10.2 13 -1 2.3 -6.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 10.1 7 5 5.6 -3.6
QUAL iShares MSCI USA Quality Factor ETF 10.1 15 -3 5.1 -4.1
SCHB Schwab U.S. Broad Market ETF 10.1 3 9 5.0 -4.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.1 3 9 5.0 -4.3
MGC Vanguard Mega Cap ETF 10.1 7 5 4.9 -4.3
IWX iShares Russell Top 200 Value ETF 10.1 20 -8 6.1 -3.1
FXO First Trust Financials AlphaDEX Fund 10.1 62 -50 8.0 -1.2
IWV iShares Russell 3000 ETF 10.1 20 -8 4.8 -4.4
VTI Vanguard Total Stock Market ETF 10.1 3 9 4.9 -4.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 10.1 45 -33 4.7 -4.5
VTHR Vanguard Russell 3000 ETF 10.0 10 2 4.9 -4.3
VSDA VictoryShares Dividend Accelerator ETF 10.0 35 -23 6.7 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.0 29 -17 4.3 -4.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.0 15 -3 4.8 -4.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 9.9 30 -18 4.9 -4.3
OALC OneAscent Large Cap Core ETF 9.9 86 -74 4.4 -4.8
ACVF American Conservative Values ETF 9.9 75 -63 4.3 -4.9
DUHP Dimensional US High Profitability ETF 9.9 21 -9 6.6 -2.6
OEF iShares S&P 100 ETF 9.8 20 -8 4.9 -4.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 9.8 7 5 5.1 -4.1
SUSA iShares MSCI USA ESG Select ETF 9.8 25 -13 5.1 -4.1
IWL iShares Russell Top 200 ETF 9.8 15 -3 4.8 -4.4
FELG Fidelity Enhanced Large Cap Growth ETF 9.8 18 -6 4.7 -4.5
DIVG Invesco S&P 500 High Dividend Growers ETF 9.8 39 -27 7.0 -2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 9.7 8 4 5.1 -4.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.7 15 -3 4.4 -4.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.7 40 -28 7.2 -2.0
PFM Invesco Dividend Achievers ETF 9.7 53 -41 5.3 -3.9
XVV iShares ESG Screened S&P 500 ETF 9.7 8 4 5.0 -4.2
SHE SPDR MSCI USA Gender Diversity ETF 9.7 20 -8 4.9 -4.3
RVRB Reverb ETF 9.6 30 -18 4.8 -4.4
FDRR Fidelity Dividend ETF for Rising Rates 9.6 15 -3 7.6 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 9.6 24 -12 7.3 -1.9
SCHD Schwab US Dividend Equity ETF 9.6 6 6 9.1 -0.1
XOP SPDR S&P Oil & Gas Exploration & Production ETF 9.6 35 -23 10.2 +1.0
CRTC Xtrackers US National Critical Technologies ETF 9.6 35 -23 5.2 -4.0
DUSA Davis Select U.S. Equity ETF 9.6 61 -49 7.5 -1.7
GLOF iShares Global Equity Factor ETF 9.5 20 -8 7.1 -2.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.5 10 2 5.3 -3.9
ESGV Vanguard ESG U.S. Stock ETF 9.5 9 3 4.9 -4.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 9.5 49 -37 9.6 +0.4
PWB Invesco Large Cap Growth ETF 9.4 56 -44 3.4 -5.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 9.4 15 -3 4.7 -4.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.4 20 -8 4.9 -4.3
AUSF Global X Adaptive U.S. Factor ETF 9.3 27 -15 8.6 -0.6
BTHM BlackRock Future U.S. Themes ETF 9.3 60 -48 4.2 -5.0
VUSE Vident U.S. Equity Strategy ETF 9.3 50 -38 3.3 -5.9
BIBL Inspire 100 ETF 9.3 35 -23 5.1 -4.2
NACP Impact Shares NAACP Minority Empowerment ETF 9.3 49 -37 5.2 -4.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.3 14 -2 5.1 -4.1
FXH First Trust Health Care AlphaDEX Fund 9.3 62 -50 6.8 -2.5
ADME Aptus Drawdown Managed Equity ETF 9.3 79 -67 4.2 -5.0
SPXE ProShares S&P 500 Ex-Energy ETF 9.3 9 3 5.0 -4.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.2 10 2 5.2 -4.0
QQQ Invesco QQQ Trust Series I 9.2 20 -8 4.6 -4.6
QQQM Invesco NASDAQ 100 ETF 9.2 15 -3 4.7 -4.6
FOVL iShares Focused Value Factor ETF 9.1 25 -13 9.3 +0.1
PTL Inspire 500 ETF 9.0 9 3 5.7 -3.5
DSMC Distillate Small/Mid Cash Flow ETF 9.0 55 -43 11.9 +2.7
SDOG ALPS Sector Dividend Dogs ETF 9.0 36 -24 8.9 -0.3
IGE iShares North American Natural Resources ETF 9.0 41 -29 7.0 -2.3
FVD First Trust Value Line Dividend Index Fund 9.0 65 -53 5.9 -3.3
PRAY FIS Christian Stock Fund 9.0 69 -57 5.9 -3.4
SNPE Xtrackers S&P 500 ESG ETF 9.0 10 2 5.2 -4.0
VFMV Vanguard U.S. Minimum Volatility ETF 9.0 13 -1 5.0 -4.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.9 20 -8 5.0 -4.3
SUSL iShares ESG MSCI USA Leaders ETF 8.9 10 2 5.2 -4.0
XPND First Trust Expanded Technology ETF 8.9 65 -53 4.1 -5.1
DEMZ Democratic Large Cap Core ETF 8.9 45 -33 4.2 -5.0
FXZ First Trust Materials AlphaDEX Fund 8.9 61 -49 10.8 +1.6
USXF iShares ESG Advanced MSCI USA ETF 8.8 10 2 5.1 -4.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 8.8 40 -28 4.0 -5.2
FMAT Fidelity MSCI Materials Index ETF 8.8 8 4 6.4 -2.8
BFOR ALPS Barron's 400 ETF 8.8 65 -53 6.4 -2.8
IYF iShares U.S. Financials ETF 8.8 40 -28 5.9 -3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 8.7 15 -3 5.2 -4.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.7 25 -13 5.6 -3.6
XHS SPDR S&P Health Care Services ETF 8.7 35 -23 5.9 -3.3
FXN First Trust Energy AlphaDEX Fund 8.7 62 -50 6.3 -2.9
VAW Vanguard Materials ETF 8.7 10 2 6.3 -2.9
INCE Franklin Income Equity Focus ETF 8.7 29 -17 5.7 -3.6
RFFC ALPS Active Equity Opportunity ETF 8.6 48 -36 4.1 -5.1
ISCV iShares Morningstar Small Cap Value ETF 8.6 6 6 7.6 -1.7
FENY Fidelity MSCI Energy Index ETF 8.6 8 4 7.3 -1.9
SFY SoFi Select 500 ETF 8.5 0 12 4.7 -4.6
DSI iShares MSCI KLD 400 Social ETF 8.5 25 -13 5.1 -4.1
DRLL Strive U.S. Energy ETF 8.5 41 -29 8.5 -0.7
QLTY GMO U.S. Quality ETF 8.5 50 -38 4.3 -4.9
IYM iShares U.S. Basic Materials ETF 8.5 40 -28 6.4 -2.8
SFYX SoFi Next 500 ETF 8.5 0 12 4.9 -4.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.5 38 -26 6.3 -2.9
CGUS Capital Group Core Equity ETF 8.5 33 -21 4.5 -4.7
FCOM Fidelity MSCI Communication Services Index ETF 8.5 8 4 4.8 -4.4
EMOT First Trust S&P 500 Economic Moat ETF 8.5 60 -48 6.9 -2.3
CGDV Capital Group Dividend Value ETF 8.5 33 -21 5.6 -3.7
DHS WisdomTree U.S. High Dividend Fund 8.5 38 -26 7.9 -1.3
VDE Vanguard Energy ETF 8.4 10 2 7.3 -1.9
IGM iShares Expanded Tech Sector ETF 8.4 41 -29 4.5 -4.7
IPDP Dividend Performers ETF 8.4 122 -110 5.2 -4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 8.4 9 3 5.3 -3.9
VIG Vanguard Dividend Appreciation ETF 8.4 6 6 5.6 -3.7
VOX Vanguard Communication Services ETF 8.3 10 2 4.7 -4.5
VB Vanguard Small-Cap ETF 8.3 5 7 5.2 -4.0
QWLD SPDR MSCI World StrategicFactors ETF 8.3 30 -18 5.8 -3.4
IEO iShares U.S. Oil & Gas Exploration & Production ETF 8.3 40 -28 10.2 +1.0
IYE iShares U.S. Energy ETF 8.2 40 -28 7.2 -2.0
VEGN US Vegan Climate ETF 8.2 60 -48 4.7 -4.6
LRND IQ U.S. Large Cap R&D Leaders ETF 8.2 14 -2 6.1 -3.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.2 35 -23 4.6 -4.6
FDN First Trust Dow Jones Internet Index Fund 8.2 52 -40 2.7 -6.5
FDND FT Vest Dow Jones Internet & Target Income ETF 8.2 75 -63 2.5 -6.7
TOK iShares MSCI Kokusai ETF 8.2 26 -14 5.1 -4.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 8.1 9 3 5.0 -4.2
EQUL IQ Engender Equality ETF 8.1 45 -33 5.7 -3.5
IFRA iShares U.S. Infrastructure ETF 8.1 30 -18 6.2 -3.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 8.1 40 -28 7.3 -1.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 8.1 48 -36 4.9 -4.3
IUSG iShares Core S&P U.S. Growth ETF 8.1 4 8 4.8 -4.5
FTC First Trust Large Cap Growth AlphaDEX Fund 8.1 59 -47 2.6 -6.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 8.1 18 -6 5.6 -3.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.0 58 -46 4.4 -4.8
JEPI JPMorgan Equity Premium Income ETF 8.0 35 -23 5.0 -4.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.0 35 -23 6.3 -2.9
FTDS First Trust Dividend Strength ETF 8.0 70 -58 8.1 -1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 8.0 18 -6 4.5 -4.7
SPMO Invesco S&P 500 Momentum ETF 8.0 13 -1 3.8 -5.4
RNMC First Trust Mid Cap US Equity Select ETF 8.0 60 -48 6.3 -2.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.9 30 -18 8.1 -1.1
PSET Principal Quality ETF 7.9 15 -3 5.3 -3.9
DWLD Davis Select Worldwide ETF 7.9 63 -51 7.3 -1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.9 20 -8 5.6 -3.7
PEXL Pacer US Export Leaders ETF 7.8 60 -48 5.4 -3.8
GURU Global X Guru Index ETF 7.8 75 -63 1.8 -7.4
ONEQ Fidelity Nasdaq Composite Index ETF 7.8 21 -9 4.0 -5.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.8 12 0 5.3 -4.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.8 80 -68 5.8 -3.4
TMFC Motley Fool 100 Index ETF 7.8 50 -38 3.8 -5.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.8 50 -38 4.3 -4.9
FSMD Fidelity Small-Mid Multifactor ETF 7.8 15 -3 7.1 -2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.8 65 -53 4.8 -4.4
URTH iShares MSCI World ETF 7.8 24 -12 5.3 -4.0
VOOG Vanguard S&P 500 Growth ETF 7.7 10 2 4.7 -4.5
SPYG SPDR Portfolio S&P 500 Growth ETF 7.7 4 8 4.8 -4.4
IVW iShares S&P 500 Growth ETF 7.7 18 -6 4.6 -4.6
FTXN First Trust Nasdaq Oil & Gas ETF 7.7 60 -48 8.3 -0.9
NANC Unusual Whales Subversive Democratic Trading ETF 7.7 75 -63 4.0 -5.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 7.7 60 -48 5.1 -4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.7 9 3 5.6 -3.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 7.7 60 -48 6.3 -3.0
DEW WisdomTree Global High Dividend Fund 7.6 58 -46 8.5 -0.7
DFAT Dimensional U.S. Targeted Value ETF 7.6 28 -16 8.4 -0.9
FILL iShares MSCI Global Energy Producers ETF 7.6 39 -27 10.5 +1.3
NUSC Nuveen ESG Small-Cap ETF 7.6 31 -19 5.2 -4.0
FBCV Fidelity Blue Chip Value ETF 7.6 59 -47 7.0 -2.2
YALL God Bless America ETF 7.6 65 -53 2.9 -6.4
RSPG Invesco S&P 500 Equal Weight Energy ETF 7.6 40 -28 8.5 -0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 7.6 42 -30 5.1 -4.1
XLE Energy Select Sector SPDR Fund 7.5 9 3 7.8 -1.4
RJMG FT Raymond James Multicap Growth Equity ETF 7.5 85 -73 2.8 -6.4
IYW iShares U.S. Technology ETF 7.5 40 -28 4.5 -4.7
FSCS First Trust SMID Capital Strength ETF 7.5 60 -48 6.5 -2.7
LEAD Siren DIVCON Leaders Dividend ETF 7.4 43 -31 5.0 -4.2
FDIV MarketDesk Focused U.S. Dividend ETF 7.4 35 -23 4.9 -4.3
USMV iShares MSCI USA Min Vol Factor ETF 7.4 15 -3 5.6 -3.7
HDV iShares Core High Dividend ETF 7.4 8 4 7.9 -1.4
DURA VanEck Durable High Dividend ETF 7.4 29 -17 6.8 -2.4
IWP iShares Russell Mid-Cap Growth ETF 7.4 23 -11 3.3 -5.9
XLG Invesco S&P 500 Top 50 ETF 7.3 20 -8 4.6 -4.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 7.3 35 -23 5.7 -3.6
PXI Invesco Dorsey Wright Energy Momentum ETF 7.3 60 -48 6.4 -2.8
FNCL Fidelity MSCI Financials Index ETF 7.3 8 4 6.1 -3.1
HAPY Harbor Human Capital Factor Unconstrained ETF 7.3 50 -38 4.6 -4.6
FDVV Fidelity High Dividend ETF 7.3 15 -3 8.9 -0.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 7.2 60 -48 3.9 -5.3
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 7.2 40 -28 6.8 -2.4
XLC Communication Services Select Sector SPDR Fund 7.2 9 3 6.1 -3.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 7.2 25 -13 7.6 -1.6
FDIS Fidelity MSCI Consumer Discretionary Index ETF 7.1 8 4 4.8 -4.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 7.1 7 5 8.8 -0.5
KLMT Invesco MSCI Global Climate 500 ETF 7.1 10 2 5.5 -3.7
VFH Vanguard Financials ETF 7.1 10 2 6.1 -3.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 7.1 60 -48 6.7 -2.5
FTGS First Trust Growth Strength ETF 7.1 60 -48 5.6 -3.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 7.1 15 -3 6.7 -2.6
VONG Vanguard Russell 1000 Growth ETF 7.1 8 4 4.7 -4.6
IWF iShares Russell 1000 Growth ETF 7.1 19 -7 4.5 -4.7
ACWI iShares MSCI ACWI ETF 7.0 32 -20 5.4 -3.8
VCR Vanguard Consumer Discretionary ETF 7.0 10 2 4.7 -4.6
CVY Invesco Zacks Multi-Asset Income ETF 7.0 106 -94 11.4 +2.2
KOCG FIS Knights of Columbus Global Belief ETF 7.0 75 -63 5.3 -3.9
GNR SPDR S&P Global Natural Resources ETF 7.0 40 -28 10.1 +0.8
JHSC John Hancock Multifactor Small Cap ETF 7.0 42 -30 6.8 -2.4
STXG Strive 1000 Growth ETF 6.9 18 -6 4.2 -5.0
XLV Health Care Select Sector SPDR Fund 6.9 9 3 6.7 -2.6
AIEQ AI Powered Equity ETF 6.9 75 -63 1.8 -7.4
SDY SPDR S&P Dividend ETF 6.9 35 -23 5.8 -3.4
SMMD iShares Russell 2500 ETF 6.8 15 -3 5.9 -3.4
QQMG Invesco ESG NASDAQ 100 ETF 6.8 20 -8 4.7 -4.5
XLF Financial Select Sector SPDR Fund 6.8 9 3 5.7 -3.5
FHLC Fidelity MSCI Health Care Index ETF 6.8 8 4 5.4 -3.8
PTF Invesco Dorsey Wright Technology Momentum ETF 6.8 60 -48 1.9 -7.3
IXC iShares Global Energy ETF 6.8 44 -32 9.5 +0.3
WRND IQ Global Equity R&D Leaders ETF 6.8 18 -6 7.5 -1.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 6.8 65 -53 1.9 -7.3
SNPG Xtrackers S&P 500 Growth ESG ETF 6.8 15 -3 4.7 -4.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 6.7 60 -48 7.0 -2.3
LCLG Logan Capital Broad Innovative Growth ETF 6.7 99 -87 4.8 -4.4
VHT Vanguard Health Care ETF 6.7 10 2 5.2 -4.0
QGRW WisdomTree U.S. Quality Growth Fund 6.7 28 -16 4.9 -4.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.7 10 2 4.6 -4.6
SPHQ Invesco S&P 500 Quality ETF 6.6 15 -3 5.5 -3.7
IYC iShares U.S. Consumer Discretionary ETF 6.6 40 -28 3.6 -5.6
RSPN Invesco S&P 500 Equal Weight Industrials ETF 6.6 40 -28 3.5 -5.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.6 10 2 4.5 -4.8
FDWM Fidelity Women's Leadership ETF 6.6 59 -47 4.7 -4.6
FBCG Fidelity Blue Chip Growth ETF 6.6 59 -47 2.9 -6.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.6 75 -63 6.1 -3.2
VT Vanguard Total World Stock ETF 6.6 7 5 5.6 -3.6
IWY iShares Russell Top 200 Growth ETF 6.6 20 -8 4.7 -4.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.5 15 -3 7.2 -2.0
MOAT VanEck Morningstar Wide Moat ETF 6.5 46 -34 5.8 -3.4
GVIP Goldman Sachs Hedge Industry VIP ETF 6.5 45 -33 5.1 -4.1
PNQI Invesco NASDAQ Internet ETF 6.4 60 -48 2.5 -6.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.4 15 -3 5.8 -3.4
GDIV Harbor Dividend Growth Leaders ETF 6.4 50 -38 5.6 -3.6
CGGR Capital Group Growth ETF 6.4 39 -27 3.4 -5.8
GGRW Gabelli Growth Innovators ETF 6.4 90 -78 2.6 -6.6
TMFX Motley Fool Next Index ETF 6.4 50 -38 3.0 -6.2
SAGP Strategas Global Policy Opportunities ETF 6.4 65 -53 5.2 -4.0
ETHO Etho Climate Leadership U.S. ETF 6.3 47 -35 3.5 -5.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.3 80 -68 6.1 -3.1
STXD Strive 1000 Dividend Growth ETF 6.3 35 -23 5.0 -4.3
BLES Inspire Global Hope ETF 6.3 61 -49 6.4 -2.9
SCHG Schwab U.S. Large-Cap Growth ETF 6.3 4 8 4.5 -4.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.3 20 -8 5.2 -4.0
IXP iShares Global Comm Services ETF 6.3 42 -30 5.2 -4.1
XNTK SPDR NYSE Technology ETF 6.3 35 -23 4.1 -5.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.2 70 -58 2.9 -6.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.2 48 -36 5.8 -3.4
DIVL Madison Dividend Value ETF 6.1 65 -53 5.6 -3.6
ISHP First Trust Nasdaq Retail ETF 6.1 60 -48 3.1 -6.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.0 12 0 4.8 -4.5
HAP VanEck Natural Resources ETF 6.0 50 -38 10.0 +0.7
JGRO JPMorgan Active Growth ETF 6.0 44 -32 3.6 -5.6
FSST Fidelity Sustainable U.S. Equity ETF 6.0 59 -47 2.6 -6.6
FDL First Trust Morningstar Dividend Leaders Index Fund 6.0 45 -33 8.8 -0.4
ANEW ProShares MSCI Transformational Changes ETF 6.0 45 -33 3.6 -5.6
XDAT Franklin Exponential Data ETF 6.0 50 -38 3.0 -6.3
KONG Formidable Fortress ETF 5.9 89 -77 5.6 -3.6
RSPM Invesco S&P 500 Equal Weight Materials ETF 5.9 40 -28 7.6 -1.7
XLB Materials Select Sector SPDR Fund 5.9 9 3 5.6 -3.6
IXJ iShares Global Healthcare ETF 5.9 42 -30 5.8 -3.4
VUG Vanguard Growth ETF 5.9 4 8 4.3 -4.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.9 70 -58 4.5 -4.7
XLY Consumer Discretionary Select Sector SPDR Fund 5.9 9 3 5.1 -4.2
FDLO Fidelity Low Volatility Factor ETF 5.9 15 -3 5.2 -4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.8 64 -52 2.1 -7.1
IYH iShares U.S. Healthcare ETF 5.8 40 -28 5.9 -3.3
MVAL VanEck Morningstar Wide Moat Value ETF 5.8 49 -37 6.8 -2.4
MGK Vanguard Mega Cap Growth ETF 5.8 7 5 4.4 -4.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.8 60 -48 4.6 -4.6
GDEF Goldman Sachs Defensive Equity ETF 5.8 55 -43 4.7 -4.5
ISCB iShares Morningstar Small-Cap ETF 5.8 4 8 5.0 -4.2
IYJ iShares U.S. Industrials ETF 5.8 40 -28 4.7 -4.5
RUNN Running Oak Efficient Growth ETF 5.7 58 -46 4.8 -4.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 5.7 69 -57 8.5 -0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.7 40 -28 4.0 -5.2
DGT SPDR Global Dow ETF 5.7 50 -38 6.6 -2.7
MVPS Amplify Thematic All-Stars ETF 5.6 49 -37 2.9 -6.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -48 5.8 -3.4
MBCC Monarch Blue Chips Core ETF 5.6 125 -113 3.4 -5.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.6 57 -45 4.3 -5.0
FPAG FPA Global Equity ETF 5.6 49 -37 5.6 -3.6
RND First Trust Bloomberg R&D Leaders ETF 5.5 60 -48 5.1 -4.1
AIQ Global X Artificial Intelligence & Technology ETF 5.5 68 -56 4.1 -5.1
IEDI iShares U.S. Consumer Focused ETF 5.5 18 -6 5.1 -4.1
JGLO JPMorgan Global Select Equity ETF 5.5 33 -21 4.5 -4.7
VXF Vanguard Extended Market ETF 5.5 6 6 4.0 -5.2
PEY Invesco High Yield Equity Dividend Achievers ETF 5.5 52 -40 9.1 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 5.4 10 2 5.3 -3.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.4 60 -48 8.1 -1.1
TRFM AAM Transformers ETF 5.4 49 -37 1.4 -7.9
TXS Texas Capital Texas Equity Index ETF 5.4 49 -37 5.2 -4.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.4 17 -5 5.1 -4.1
MILN Global X Millennial Consumer ETF 5.4 50 -38 2.9 -6.4
WFH Direxion Work From Home ETF 5.4 45 -33 6.4 -2.8
SAMT Strategas Macro Thematic Opportunities ETF 5.3 65 -53 4.6 -4.6
GINN Goldman Sachs Innovate Equity ETF 5.3 52 -40 2.9 -6.3
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -68 4.4 -4.8
DIVY Sound Equity Dividend Income ETF 5.3 45 -33 10.2 +1.0
XRT SPDR S&P Retail ETF 5.3 35 -23 9.7 +0.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.3 60 -48 5.1 -4.1
CCSO Carbon Collective Climate Solutions US Equity ETF 5.3 35 -23 2.2 -7.1
PKB Invesco Building & Construction ETF 5.2 62 -50 5.6 -3.6
OGIG ALPS O'Shares Global Internet Giants ETF 5.2 48 -36 0.6 -8.7
XME SPDR S&P Metals & Mining ETF 5.2 35 -23 8.9 -0.3
ZIG Acquirers Fund 5.2 84 -72 14.4 +5.2
CACG ClearBridge All Cap Growth ESG ETF 5.2 54 -42 3.7 -5.5
LRGE ClearBridge Large Cap Growth ESG ETF 5.2 59 -47 3.5 -5.7
DARP Grizzle Growth ETF 5.2 75 -63 3.4 -5.8
JPEF JPMorgan Equity Focus ETF 5.2 50 -38 4.1 -5.1
ILCG iShares Morningstar Growth ETF 5.1 4 8 4.0 -5.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.1 27 -15 6.9 -2.3
IHF iShares U.S. Healthcare Providers ETF 5.0 40 -28 5.9 -3.4
POWA Invesco Bloomberg Pricing Power ETF 5.0 40 -28 5.4 -3.8
RTH VanEck Retail ETF 5.0 35 -23 6.3 -2.9
XLK Technology Select Sector SPDR Fund 5.0 9 3 5.1 -4.1
PXE Invesco Energy Exploration & Production ETF 5.0 60 -48 14.0 +4.8
XMLV Invesco S&P MidCap Low Volatility ETF 5.0 25 -13 6.8 -2.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 5.0 47 -35 5.3 -4.0
CGDG Capital Group Dividend Growers ETF 5.0 47 -35 6.6 -2.6
QQQN VictoryShares Nasdaq Next 50 ETF 5.0 18 -6 4.9 -4.3
DVND Touchstone Dividend Select ETF 4.9 67 -55 5.8 -3.5
IMCG iShares Morningstar Mid-Cap Growth ETF 4.9 6 6 4.2 -5.0
DFSV Dimensional US Small Cap Value ETF 4.9 31 -19 8.9 -0.3
CHAT Roundhill Generative AI & Technology ETF 4.8 75 -63 3.6 -5.6
FCG First Trust Natural Gas ETF 4.8 60 -48 13.4 +4.2
UDI USCF Dividend Income Fund 4.8 65 -53 7.4 -1.9
FTEC Fidelity MSCI Information Technology Index ETF 4.8 8 4 4.8 -4.5
IETC iShares U.S. Tech Independence Focused ETF 4.8 18 -6 4.5 -4.7
FIDU Fidelity MSCI Industrial Index ETF 4.7 8 4 4.6 -4.6
QLV FlexShares US Quality Low Volatility Index Fund 4.7 22 -10 3.8 -5.4
CZA Invesco Zacks Mid-Cap ETF 4.7 72 -60 6.3 -2.9
VIS Vanguard Industrials ETF 4.7 10 2 4.3 -4.9
INNO Harbor Disruptive Innovation ETF 4.7 75 -63 1.7 -7.5
FDCF Fidelity Disruptive Communications ETF 4.6 50 -38 2.9 -6.3
SLX VanEck Steel ETF 4.6 56 -44 21.8 +12.6
VGT Vanguard Information Technology ETF 4.6 10 2 4.8 -4.5
VOT Vanguard Mid-Cap Growth ETF 4.6 7 5 3.9 -5.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 4.6 50 -38 5.2 -4.0
EDOW First Trust Dow 30 Equal Weight ETF 4.5 50 -38 5.7 -3.5
DFNV Donoghue Forlines Innovation ETF 4.4 69 -57 4.8 -4.4
CAML Congress Large Cap Growth ETF 4.4 66 -54 3.3 -5.9
PICK iShares MSCI Global Metals & Mining Producers ETF 4.4 39 -27 13.2 +4.0
NDIV Amplify Natural Resources Dividend Income ETF 4.4 59 -47 9.2 -0.0
VERS ProShares Metaverse ETF 4.4 58 -46 -16.3 -25.5
FDG American Century Focused Dynamic Growth ETF 4.4 45 -33 2.9 -6.3
MRAD SmartETFs Advertising & Marketing Technology ETF 4.4 68 -56 5.9 -3.3
FDTX Fidelity Disruptive Technology ETF 4.4 50 -38 3.1 -6.2
IGPT Invesco AI and Next Gen Software ETF 4.4 60 -48 4.1 -5.1
TIME Clockwise Core Equity & Innovation ETF 4.4 95 -83 2.4 -6.8
ACWV iShares MSCI Global Min Vol Factor ETF 4.3 20 -8 6.0 -3.2
XTN SPDR S&P Transportation ETF 4.3 35 -23 0.9 -8.3
DIA SPDR Dow Jones Industrial Average ETF Trust 4.3 16 -4 5.6 -3.6
FLV American Century Focused Large Cap Value ETF 4.3 42 -30 6.4 -2.9
DFAS Dimensional U.S. Small Cap ETF 4.3 26 -14 5.8 -3.4
ZECP Zacks Earnings Consistent Portfolio ETF 4.3 55 -43 4.6 -4.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.3 7 5 7.9 -1.4
FTCS First Trust Capital Strength ETF 4.3 55 -43 5.7 -3.6
RXI iShares Global Consumer Discretionary ETF 4.3 41 -29 5.7 -3.5
ACSI American Customer Satisfaction ETF 4.3 65 -53 4.5 -4.7
LUXX Roundhill S&P Global Luxury ETF 4.3 45 -33 3.1 -6.1
PFI Invesco Dorsey Wright Financial Momentum ETF 4.2 60 -48 6.9 -2.4
USMC Principal U.S. Mega-Cap ETF 4.2 12 0 4.6 -4.7
BWEB Bitwise Web3 ETF 4.2 85 -73 1.1 -8.1
SFYF SoFi Social 50 ETF 4.2 29 -17 -2.7 -11.9
MOTG VanEck Morningstar Global Wide Moat ETF 4.2 52 -40 5.5 -3.7
IXG iShares Global Financials ETF 4.2 42 -30 6.5 -2.7
MXI iShares Global Materials ETF 4.2 41 -29 6.8 -2.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.1 52 -40 5.8 -3.5
NANR SPDR S&P North American Natural Resources ETF 4.0 35 -23 7.6 -1.6
IYT iShares US Transportation ETF 4.0 40 -28 2.1 -7.1
TOLL Tema Monopolies and Oligopolies ETF 4.0 75 -63 2.7 -6.5
OSCV Opus Small Cap Value ETF 4.0 79 -67 6.0 -3.3
IVRS iShares Future Metaverse Tech and Communications ETF 4.0 47 -35 -4.0 -13.2
IXN iShares Global Tech ETF 4.0 41 -29 4.4 -4.8
XT iShares Exponential Technologies ETF 4.0 46 -34 4.7 -4.5
XITK SPDR FactSet Innovative Technology ETF 3.9 45 -33 2.7 -6.6
BKWO BNY Mellon Women's Opportunities ETF 3.9 50 -38 4.0 -5.2
IYZ iShares U.S. Telecommunications ETF 3.9 40 -28 7.8 -1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.9 60 -48 4.0 -5.2
GGME Invesco Next Gen Media and Gaming ETF 3.9 60 -48 3.9 -5.3
XSW SPDR S&P Software & Services ETF 3.9 35 -23 2.0 -7.2
ARKF ARK Fintech Innovation ETF 3.9 75 -63 -0.5 -9.7
XLI Industrial Select Sector SPDR Fund 3.9 9 3 4.2 -5.0
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -77 4.8 -4.5
SHPP Pacer Industrials and Logistics ETF 3.8 60 -48 9.9 +0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 3.7 31 -19 3.7 -5.5
BUZZ VanEck Social Sentiment ETF 3.7 75 -63 0.2 -9.0
WBIY WBI Power Factor High Dividend ETF 3.7 100 -88 10.4 +1.1
TMDV ProShares Russell US Dividend Growers ETF 3.7 35 -23 5.9 -3.3
IQM Franklin Intelligent Machines ETF 3.7 50 -38 3.5 -5.8
FTXL First Trust Nasdaq Semiconductor ETF 3.7 60 -48 6.3 -2.9
SOXQ Invesco PHLX Semiconductor ETF 3.7 19 -7 5.1 -4.1
SOXX iShares Semiconductor ETF 3.7 35 -23 5.7 -3.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 3.7 40 -28 4.8 -4.4
GBUY Goldman Sachs Future Consumer Equity ETF 3.6 75 -63 3.5 -5.7
WUGI AXS Esoterica NextG Economy ETF 3.6 75 -63 2.7 -6.5
FMET Fidelity Metaverse ETF 3.6 39 -27 5.5 -3.7
BDAIX Baron Durable Advantage 3.6 75 -63 3.8 -5.4
BFTHX Baron Fifth Avenue Growth Retail 3.6 75 -63 1.9 -7.3
BIOPX Baron Opportunity Retail 3.6 75 -63 1.2 -8.1
BTECX Baron Technology 3.6 75 -63 2.6 -6.6
ARKW ARK Next Generation Internet ETF 3.6 87 -75 -0.8 -10.0
SOCL Global X Social Media ETF 3.6 65 -53 -6.5 -15.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.6 65 -53 3.8 -5.4
METV Roundhill Ball Metaverse ETF 3.6 59 -47 3.5 -5.8
SKYY First Trust Cloud Computing ETF 3.6 60 -48 3.3 -5.9
NETZ TCW Transform Systems ETF 3.6 75 -63 3.7 -5.6
FXG First Trust Consumer Staples AlphaDEX Fund 3.6 63 -51 6.8 -2.4
KBWP Invesco KBW Property & Casualty Insurance ETF 3.6 35 -23 5.8 -3.4
BULD Pacer BlueStar Engineering the Future ETF 3.6 60 -48 1.4 -7.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.5 46 -34 9.4 +0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.5 30 -18 5.7 -3.5
SMH VanEck Semiconductor ETF 3.5 35 -23 4.9 -4.3
WCEO Hypatia Women CEO ETF 3.5 85 -73 4.6 -4.6
NULG Nuveen ESG Large-Cap Growth ETF 3.4 26 -14 4.2 -5.0
IBOT Vaneck Robotics ETF 3.4 47 -35 4.0 -5.2
AESR Anfield U.S. Equity Sector Rotation ETF 3.4 108 -96 4.3 -4.9
VRAI Virtus Real Asset Income ETF 3.4 55 -43 8.1 -1.1
FTXR First Trust Nasdaq Transportation ETF 3.4 60 -48 5.2 -4.0
QTUM Defiance Quantum ETF 3.4 40 -28 4.0 -5.2
GLRY Inspire Faithward Mid Cap Momentum ETF 3.4 80 -68 8.1 -1.2
ARVR First Trust Indxx Metaverse ETF 3.3 70 -58 0.7 -8.5
FCLD Fidelity Cloud Computing ETF 3.3 39 -27 3.5 -5.8
FTWO Strive FAANG 2.0 ETF 3.2 49 -37 5.0 -4.2
KNCT Invesco Next Gen Connectivity ETF 3.2 40 -28 5.7 -3.5
IBUY Amplify Online Retail ETF 3.2 65 -53 1.5 -7.7
BMED Future Health ETF 3.2 85 -73 -0.3 -9.5
WDNA WisdomTree BioRevolution Fund 3.2 45 -33 -3.5 -12.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 3.2 60 -48 -2.4 -11.6
VBK Vanguard Small-Cap Growth ETF 3.1 7 5 1.4 -7.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.1 20 -8 1.1 -8.1
SUPL ProShares Supply Chain Logistics ETF 3.1 58 -46 14.1 +4.8
MDCP VictoryShares THB Mid Cap ESG ETF 3.1 55 -43 5.6 -3.6
EXI iShares Global Industrials ETF 3.1 42 -30 4.6 -4.7
DIV Global X SuperDividend US ETF 3.1 45 -33 7.6 -1.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.1 45 -33 3.4 -5.8
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 6 2.4 -6.8
ARKK ARK Innovation ETF 3.1 75 -63 -3.6 -12.8
FFTY Innovator IBD 50 ETF 3.1 80 -68 -0.1 -9.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 3.0 45 -33 5.5 -3.7
IYK iShares U.S. Consumer Staples ETF 3.0 40 -28 6.3 -3.0
EBIZ Global X E-Commerce ETF 3.0 50 -38 2.3 -7.0
CGGO Capital Group Global Growth Equity ETF 2.9 47 -35 4.5 -4.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.9 65 -53 8.3 -0.9
GDVD R3 Global Dividend Growth ETF 2.9 88 -76 5.4 -3.8
CWS AdvisorShares Focused Equity ETF 2.9 84 -72 4.5 -4.7
STXK Strive Small-Cap ETF 2.9 18 -6 4.9 -4.4
BUYZ Franklin Disruptive Commerce ETF 2.9 50 -38 2.0 -7.2
FIVG Defiance Next Gen Connectivity ETF 2.8 30 -18 6.2 -3.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.8 41 -29 11.0 +1.8
SIXG Defiance Connective Technologies ETF 2.8 30 -18 6.3 -2.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.8 45 -33 -7.3 -16.5
TINY ProShares Nanotechnology ETF 2.8 58 -46 1.7 -7.5
PSI Invesco Semiconductors ETF 2.8 57 -45 4.8 -4.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.8 39 -27 8.8 -0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.8 20 -8 4.2 -5.0
IYG iShares US Financial Services ETF 2.8 40 -28 5.6 -3.7
IGV iShares Expanded Tech-Software Sector ETF 2.8 41 -29 2.8 -6.4
AFSM First Trust Active Factor Small Cap ETF 2.7 75 -63 6.6 -2.7
WISE Themes Generative Artificial Intelligence ETF 2.7 35 -23 2.2 -7.0
MDLV Morgan Dempsey Large Cap Value ETF 2.7 58 -46 7.8 -1.4
FXU First Trust Utilities AlphaDEX Fund 2.7 64 -52 5.4 -3.8
RSPU Invesco S&P 500 Equal Weight Utilities ETF 2.7 40 -28 5.5 -3.7
ISMD Inspire Small/Mid Cap ETF 2.7 54 -42 5.4 -3.8
BNE Blue Horizon BNE ETF 2.7 87 -75 4.8 -4.4
IOO iShares Global 100 ETF 2.6 41 -29 4.9 -4.3
CSMD Congress SMid Growth ETF 2.6 69 -57 4.2 -5.0
IBBQ Invesco Nasdaq Biotechnology ETF 2.6 19 -7 0.8 -8.4
AMZA InfraCap MLP ETF 2.6 164 -152 4.6 -4.6
CRAK VanEck Oil Refiners ETF 2.6 61 -49 14.4 +5.2
PPH VanEck Pharmaceutical ETF 2.6 36 -24 8.4 -0.9
TRFK Pacer Data and Digital Revolution ETF 2.6 60 -48 3.9 -5.3
KCE SPDR S&P Capital Markets ETF 2.6 35 -23 6.6 -2.6
SCAP InfraCap Small Cap Income ETF 2.6 135 -123 8.9 -0.3
ABEQ Absolute Select Value ETF 2.6 85 -73 4.3 -4.9
EIPX FT Energy Income Partners Strategy ETF 2.5 95 -83 6.9 -2.3
IVES Wedbush ETFMG Global Cloud Technology ETF 2.5 68 -56 0.8 -8.4
SCHA Schwab U.S. Small-Cap ETF 2.5 4 8 4.3 -4.9
HART IQ Healthy Hearts ETF 2.5 45 -33 4.6 -4.6
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.5 106 -94 3.4 -5.8
AVUV Avantis U.S. Small Cap Value ETF 2.4 25 -13 9.4 +0.1
DFND Siren DIVCON Dividend Defender ETF 2.4 189 -177 6.1 -3.2
IBB iShares Biotechnology ETF 2.4 45 -33 0.4 -8.8
ARB AltShares Merger Arbitrage ETF 2.4 77 -65 4.4 -4.8
LVOL American Century Low Volatility ETF 2.4 29 -17 4.8 -4.4
KNO AXS Knowledge Leaders ETF 2.3 78 -66 4.9 -4.4
GCOW Pacer Global Cash Cows Dividend ETF 2.3 60 -48 12.1 +2.8
BGIG Bahl & Gaynor Income Growth ETF 2.3 45 -33 4.9 -4.3
SXQG ETC 6 Meridian Quality Growth ETF 2.3 100 -88 4.0 -5.2
AGNG Global X Aging Population ETF 2.3 50 -38 3.8 -5.4
PJP Invesco Pharmaceuticals ETF 2.3 57 -45 7.6 -1.6
MEDX Horizon Kinetics Medical ETF 2.3 85 -73 -0.4 -9.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.3 65 -53 1.2 -8.0
SQEW LeaderShares Equity Skew ETF 2.2 81 -69 4.0 -5.2
SDEP SFP Core Equity Strategy 2.2 10 2 6.2 -3.0
ICAP InfraCap Equity Income Fund ETF 2.2 171 -159 6.2 -3.0
NVIR Horizon Kinetics Energy and Remediation ETF 2.2 85 -73 1.9 -7.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.2 60 -48 4.4 -4.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.2 68 -56 2.4 -6.9
BTEK Future Tech ETF 2.2 88 -76 2.3 -6.9
CLOD Themes Cloud Computing ETF 2.2 35 -23 2.9 -6.3
CBSE Clough Select Equity ETF 2.2 85 -73 -2.1 -11.3
NTZG Nuveen Global Net Zero Transition ETF 2.1 56 -44 4.8 -4.4
HELX Franklin Genomic Advancements ETF 2.1 50 -38 0.3 -8.9
AIRR First Trust RBA American Industrial Renaissance ETF 2.1 70 -58 5.2 -4.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.1 60 -48 5.7 -3.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.1 68 -56 -0.1 -9.3
FNDA Schwab Fundamental US Small Co. Index ETF 2.0 25 -13 6.3 -2.9
XLU Utilities Select Sector SPDR Fund 2.0 9 3 5.4 -3.9
BLLD JPMorgan Sustainable Infrastructure ETF 2.0 49 -37 5.3 -4.0
VPU Vanguard Utilities ETF 2.0 10 2 5.4 -3.8
FUTY Fidelity MSCI Utilities Index ETF 2.0 8 4 5.5 -3.8
CVAR Cultivar ETF 1.9 87 -75 6.6 -2.6
IDU iShares U.S. Utilities ETF 1.9 40 -28 4.9 -4.3
TEMP JPMorgan Climate Change Solutions ETF 1.9 49 -37 5.3 -4.0
DIVZ TrueShares Low Volatility Equity Income ETF 1.8 65 -53 7.3 -2.0
TMFG Motley Fool Global Opportunities ETF 1.8 85 -73 3.3 -5.9
BECO BlackRock Future Climate and Sustainable Economy ETF 1.8 70 -58 11.2 +2.0
IVEG iShares Emergent Food and AgTech Multisector ETF 1.8 47 -35 8.1 -1.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.8 55 -43 4.2 -5.0
BHCHX Baron Health Care Strategy 1.8 75 -63 -0.8 -10.0
AHOY Newday Ocean Health ETF 1.8 75 -63 5.7 -3.5
WCLD WisdomTree Cloud Computing Fund 1.8 45 -33 1.8 -7.4
CLOU Global X Cloud Computing ETF 1.8 68 -56 2.1 -7.1
SPRX Spear Alpha ETF 1.7 75 -63 2.1 -7.1
FAN First Trust Global Wind Energy ETF 1.7 60 -48 5.2 -4.0
SMOG VanEck Low Carbon Energy ETF 1.7 61 -49 2.6 -6.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -83 1.6 -7.6
BPAY BlackRock Future Financial and Technology ETF 1.7 70 -58 8.9 -0.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.7 56 -44 13.5 +4.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.6 35 -23 5.7 -3.5
MGRO VanEck Morningstar Wide Moat Growth ETF 1.6 49 -37 4.3 -4.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.6 75 -63 3.2 -6.0
MISL First Trust Indxx Aerospace & Defense ETF 1.6 60 -48 3.1 -6.1
ITA iShares U.S. Aerospace & Defense ETF 1.6 40 -28 2.2 -7.0
XAR SPDR S&P Aerospace & Defense ETF 1.6 35 -23 2.4 -6.8
KBE SPDR S&P Bank ETF 1.6 35 -23 9.2 0.0
JXI iShares Global Utilities ETF 1.6 43 -31 5.9 -3.4
DIVS SmartETFs Dividend Builder ETF 1.6 65 -53 4.9 -4.3
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.6 40 -28 5.1 -4.1
BARAX Baron Asset Retail 1.6 75 -63 3.5 -5.8
BFIIX Baron FinTech 1.6 75 -63 3.6 -5.7
PINK Simplify Health Care ETF 1.6 50 -38 2.9 -6.3
IYR iShares U.S. Real Estate ETF 1.5 40 -28 5.8 -3.4
BBP Virtus LifeSci Biotech Products ETF 1.5 79 -67 0.0 -9.2
GDOC Goldman Sachs Future Health Care Equity ETF 1.5 75 -63 3.2 -6.0
ARKG ARK Genomic Revolution ETF 1.5 75 -63 -5.0 -14.2
FBT First Trust NYSE Arca Biotechnology Index Fund 1.5 56 -44 2.7 -6.5
BBH VanEck Biotech ETF 1.5 35 -23 4.2 -5.1
PBE Invesco Biotechnology & Genome ETF 1.5 58 -46 -0.5 -9.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.5 49 -37 5.3 -3.9
XBI SPDR S&P BIOTECH ETF 1.5 35 -23 -3.3 -12.5
CANC Tema Oncology ETF 1.5 75 -63 -3.9 -13.1
OCEN IQ Clean Oceans ETF 1.5 45 -33 5.7 -3.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.4 35 -23 6.5 -2.7
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.4 42 -30 6.5 -2.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.4 61 -49 2.2 -7.0
FREL Fidelity MSCI Real Estate Index ETF 1.4 8 4 5.9 -3.3
FDHT Fidelity Digital Health ETF 1.4 39 -27 -2.2 -11.4
VNQ Vanguard Real Estate ETF 1.4 12 0 6.0 -3.2
IQRA IQ CBRE Real Assets ETF 1.3 65 -53 5.0 -4.2
VNSE Natixis Vaughan Nelson Select ETF 1.3 80 -68 3.2 -6.0
NXTG First Trust Indxx NextG ETF 1.3 70 -58 5.8 -3.4
XTL SPDR S&P Telecom ETF 1.3 35 -23 5.1 -4.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -48 7.5 -1.7
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 1.3 75 -63 5.2 -4.0
GERM ETFMG Treatments Testing and Advancements ETF 1.3 68 -56 -4.8 -14.1
EDOC Global X Telemedicine & Digital Health ETF Registered 1.3 68 -56 -4.0 -13.2
PTEC Global X PropTech ETF 1.3 50 -38 1.7 -7.6
JFWD Jacob Forward ETF 1.3 75 -63 0.0 -9.2
VIRS Pacer BioThreat Strategy ETF 1.3 70 -58 5.9 -3.3
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.3 85 -73 -4.9 -14.1
FPX First Trust US Equity Opportunities ETF 1.3 61 -49 2.1 -7.2
VDC Vanguard Consumer Staples ETF 1.2 10 2 5.8 -3.4
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 -40 6.9 -2.3
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.2 8 4 5.8 -3.4
MAKX ProShares S&P Kensho Smart Factories ETF 1.2 58 -46 1.0 -8.2
TINT ProShares Smart Materials ETF 1.2 58 -46 6.0 -3.2
CNRG SPDR S&P Kensho Clean Power ETF 1.2 45 -33 2.7 -6.5
EIPI FT Energy Income Partners Enhanced Income ETF 1.2 110 -98 5.6 -3.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 40 -28 6.4 -2.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.2 56 -44 1.3 -8.0
LNGG Roundhill Alerian LNG ETF 1.2 65 -53 9.2 -0.1
CUT Invesco MSCI Global Timber ETF 1.2 61 -49 8.3 -0.9
WOOD iShares Global Timber & Forestry ETF 1.2 42 -30 9.8 +0.6
AOTG AOT Growth and Innovation ETF 1.1 75 -63 3.4 -5.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.1 58 -46 -1.4 -10.6
TMFM Motley Fool Mid-Cap Growth ETF 1.1 85 -73 3.4 -5.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 8 5.0 -4.2
PPA Invesco Aerospace & Defense ETF 1.0 58 -46 3.0 -6.2
GK AdvisorShares Gerber Kawasaki ETF 1.0 75 -63 3.4 -5.9
UFO Procure Space ETF 1.0 75 -63 -1.1 -10.3
CGV Conductor Global Equity Value ETF 1.0 130 -118 10.9 +1.7
BEDZ AdvisorShares Hotel ETF 1.0 100 -88 2.0 -7.2
IBAT iShares Energy Storage & Materials ETF 1.0 47 -35 3.5 -5.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 0 7.7 -1.6
TOKE Cambria Cannabis ETF 1.0 42 -30 1.6 -7.6
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 1.0 40 -28 7.1 -2.1
KXI iShares Global Consumer Staples ETF 1.0 41 -29 5.4 -3.8
WDIV SPDR S&P Global Dividend ETF 1.0 40 -28 9.4 +0.2
XLP Consumer Staples Select Sector SPDR Fund 1.0 9 3 5.6 -3.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.9 78 -66 9.3 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 -27 4.3 -4.9
IVRA Invesco Real Assets ESG ETF 0.9 59 -47 5.5 -3.7
DFNL Davis Select Financial ETF 0.9 63 -51 7.1 -2.1
KBWD Invesco KBW High Dividend Yield Financial ETF 0.9 384 -372 9.1 -0.1
LUX Tema Luxury ETF 0.9 75 -63 4.1 -5.1
BFGFX Baron Focused Growth Retail 0.9 75 -63 3.3 -6.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 -23 10.5 +1.3
FTXG First Trust Nasdaq Food & Beverage ETF 0.9 60 -48 6.2 -3.0
ROBO ROBO Global Robotics & Automation Index ETF 0.8 95 -83 3.7 -5.5
FBOT Fidelity Disruptive Automation ETF 0.8 50 -38 3.9 -5.3
ARKQ ARK Autonomous Technology & Robotics ETF 0.8 75 -63 2.2 -7.0
ARKX ARK Space Exploration & Innovation ETF 0.8 75 -63 2.3 -6.9
SEA U.S. Global Sea to Sky Cargo ETF 0.8 60 -48 18.2 +9.0
MADE iShares U.S. Manufacturing ETF 0.8 40 -28 5.7 -3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 -27 8.5 -0.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.8 75 -63 5.3 -3.9
FFND Future Fund Active ETF 0.8 100 -88 -0.7 -9.9
DTEC ALPS Disruptive Technologies ETF 0.8 50 -38 3.1 -6.1
IHE iShares U.S. Pharmaceuticals ETF 0.8 40 -28 8.0 -1.2
XPH SPDR S&P Pharmaceuticals ETF 0.8 35 -23 5.1 -4.1
CNCR Range Cancer Therapeutics ETF 0.8 79 -67 0.0 -9.2
IBLC iShares Blockchain and Tech ETF 0.8 47 -35 -1.0 -10.2
RSHO Tema American Reshoring ETF 0.8 75 -63 3.6 -5.6
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 -13 6.9 -2.4
PEJ Invesco Leisure and Entertainment ETF 0.8 58 -46 0.3 -8.9
ONLN ProShares Online Retail ETF 0.7 58 -46 3.5 -5.7
PSCT Invesco S&P SmallCap Information Technology ETF 0.7 29 -17 5.5 -3.7
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -47 11.9 +2.7
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 -6 6.4 -2.8
MJ ETFMG Alternative Harvest 0.7 75 -63 -32.9 -42.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 -3 7.7 -1.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 -18 7.0 -2.2
ROSC Hartford Multifactor Small Cap ETF 0.7 34 -22 8.9 -0.3
SLYG SPDR S&P 600 Small Cap Growth ETF 0.7 15 -3 6.4 -2.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 15 -3 6.4 -2.8
IDAT iShares Future Cloud 5G and Tech ETF 0.7 47 -35 4.4 -4.8
LOUP Innovator Deepwater Frontier Tech ETF 0.7 70 -58 1.0 -8.2
FIXT Procure Disaster Recovery Strategy ETF 0.7 75 -63 5.9 -3.3
IJR iShares Core S&P Small Cap ETF 0.7 6 6 7.4 -1.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.7 75 -63 4.3 -4.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 9 7.5 -1.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 10 2 7.4 -1.8
CIBR First Trust NASDAQ Cybersecurity ETF 0.6 60 -48 4.3 -4.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.6 58 -46 4.6 -4.6
SNSR Global X Internet of Things ETF 0.6 68 -56 4.6 -4.6
FITE SPDR S&P Kensho Future Security ETF 0.6 45 -33 2.4 -6.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.6 60 -48 3.7 -5.5
FTAG First Trust Indxx Global Agriculture ETF 0.6 70 -58 9.2 +0.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.6 70 -58 9.7 +0.5
MOO VanEck Agribusiness ETF 0.6 53 -41 9.5 +0.2
VEGI iShares MSCI Agriculture Producers ETF 0.6 39 -27 9.4 +0.2
KBWB Invesco KBW Bank ETF 0.6 35 -23 8.7 -0.5
UTES Virtus Reaves Utilities ETF 0.6 49 -37 4.6 -4.6
ECLN First Trust EIP Carbon Impact ETF 0.6 96 -84 4.5 -4.7
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -83 5.0 -4.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.6 35 -23 4.7 -4.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 -23 6.6 -2.6
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 -6 8.4 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 15 -3 8.4 -0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.6 35 -23 6.9 -2.3
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.6 85 -73 9.1 -0.1
FESM Fidelity Enhanced Small Cap ETF 0.6 28 -16 1.8 -7.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.6 15 -3 8.4 -0.8
SSLY Syntax Stratified SmallCap ETF 0.6 40 -28 7.3 -2.0
HAIL SPDR S&P Kensho Smart Mobility ETF 0.6 45 -33 -3.0 -12.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 -8 -9.0 -18.2
VICE AdvisorShares Vice ETF 0.5 99 -87 5.4 -3.8
BJK VanEck Gaming ETF 0.5 65 -53 1.8 -7.4
BETZ Roundhill Sports Betting & iGaming ETF 0.5 75 -63 1.8 -7.4
EATZ AdvisorShares Restaurant ETF 0.5 101 -89 3.5 -5.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.5 45 -33 5.8 -3.4
JRE Janus Henderson U.S. Real Estate ETF 0.5 65 -53 5.4 -3.8
CRUZ Defiance Hotel Airline and Cruise ETF 0.5 45 -33 -5.1 -14.3
ACTV LeaderShares Activist Leaders ETF 0.5 75 -63 6.5 -2.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 -23 9.7 +0.5
PPTY US Diversified Real Estate ETF 0.4 53 -41 5.5 -3.7
SVAL iShares US Small Cap Value Factor ETF 0.4 20 -8 10.5 +1.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -26 7.1 -2.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -26 5.4 -3.8
BYRE Principal Real Estate Active Opportunities ETF 0.4 65 -53 4.9 -4.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 0 7.2 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -61 10.2 +1.0
IWO iShares Russell 2000 Growth ETF 0.3 24 -12 0.7 -8.6
VTWG Vanguard Russell 2000 Growth ETF 0.3 15 -3 0.7 -8.5
PSC Principal U.S. Small-Cap ETF 0.3 38 -26 6.2 -3.1
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -48 7.1 -2.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 -17 6.8 -2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.3 20 -8 4.8 -4.5
PRNT 3D Printing ETF 0.2 66 -54 -0.2 -9.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -49 5.8 -3.5
JRNY ALPS Global Travel Beneficiaries ETF 0.2 65 -53 -1.3 -10.5
RSSL Global X Russell 2000 ETF 0.2 8 4 2.8 -6.4
IWM iShares Russell 2000 ETF 0.2 19 -7 3.0 -6.3
VTWO Vanguard Russell 2000 ETF 0.2 10 2 3.1 -6.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 0 7.6 -1.6
TEQI T. Rowe Price Equity Income ETF 0.1 54 -42 3.9 -5.3
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -40 3.9 -5.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -45 3.5 -5.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.0 39 -27 6.2 -3.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -38 4.7 -4.5
IWN iShares Russell 2000 Value ETF 0.0 24 -12 5.0 -4.2
VTWV Vanguard Russell 2000 Value ETF 0.0 15 -3 5.1 -4.1
PSCE Invesco S&P SmallCap Energy ETF 0.0 29 -17 5.1 -4.1

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
WisdomTree US Value Fund of Benef Interest
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 22.0 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 12 bp
Equals: ALTAR Score 9.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.65 CATEGORY
AVERAGE
1.57
 
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.