WisdomTree US Value Fund of Benef Interest
ALTAR
Score™
8.7% info Recommen-
dation
SPECULATIVE
2024E    2025E
P/E
ratio
13.0x P/Sales
ratio
1.2x
P/BV
ratio
2.4x Div.
yield
2.0%


  • 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) $138
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) $56,756
Large cap (>$10bn) 82.1%
Mid cap ($2-10bn) 17.9%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
APPLOVIN CORP. CLASS A 1.2 %
VISTRA ENERGY CORP. 1.2 %
BUILDERS FIRSTSOURCE INC 1.1 %
MARATHON PETROLEUM 1.0 %
EVERCORE PARTNERS INC-CL A 1.0 %
WILLSCOT CORPORATION CLASS A 1.0 %
DISCOVER FINANCIAL SERVICES 1.0 %
SYNCHRONY FINANCIAL 1.0 %
VALERO ENERGY CORP 1.0 %
TRINET GROUP INC 0.9 %
Total 10.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.7% 31.8% -0.4% 4.4% 4.5%

Market Correlations
versus... Beta R-squared
S&P500 0.89 20%
MSCI EAFE 1.09 29%
MSCI Emg. Mkts. 0.60 9%

Technical Indicators
Recent close $72.16
30d moving avg. $63.85
Annualized volatility 35.0%
Short interest (ETF) 0.6%
Short interest (Underlying) 4.0%
Relative strength (RSI) 73

Liquidity measures
Avg. volume (thou.) 31
Turnover 1.6%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $49,227

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 971 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™: 8.7%


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
(%)
LSAF LeaderShares AlphaFactor US Core Equity ETF 38.6 75 -63 6.7 -2.0
USMF WisdomTree U.S. Multifactor Fund 34.3 28 -16 6.9 -1.7
PKW Invesco Buyback Achievers ETF 33.6 62 -50 7.1 -1.6
SYLD Cambria Shareholder Yield ETF 30.1 59 -47 11.5 +2.9
PY Principal Value ETF 30.0 15 -3 7.5 -1.1
SPVM Invesco S&P 500 Value with Momentum ETF 28.9 39 -27 8.4 -0.3
USVT US Value ETF 28.3 49 -37 11.3 +2.6
AVLV Avantis U.S. Large Cap Value ETF 28.1 15 -3 7.5 -1.2
DFLV Dimensional US Large Cap Value ETF 27.9 22 -10 7.8 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 27.5 18 -6 7.6 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 27.2 20 -8 7.1 -1.5
FTA First Trust Large Cap Value AlphaDEX Fund 27.2 59 -47 8.2 -0.5
DEUS Xtrackers Russell US Multifactor ETF 26.2 17 -5 7.1 -1.6
ONEY SPDR Russell 1000 Yield Focus ETF 26.0 20 -8 10.0 +1.3
DIVB iShares Core Dividend ETF 25.8 5 7 8.0 -0.6
AFLG First Trust Active Factor Large Cap ETF 25.7 55 -43 6.2 -2.5
STXV Strive 1000 Value ETF 25.4 18 -6 7.8 -0.8
VFVA Vanguard U.S. Value Factor ETF 25.4 13 -1 10.6 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 25.2 59 -47 5.6 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 25.1 29 -17 9.1 +0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 25.1 20 -8 8.0 -0.7
JVAL JPMorgan U.S. Value Factor ETF 24.5 12 0 8.4 -0.3
ROE Astoria US Quality Kings ETF 24.5 49 -37 8.1 -0.5
VFMF Vanguard U.S. Multifactor ETF 24.0 18 -6 8.7 0.0
REVS Columbia Research Enhanced Value ETF 23.8 19 -7 7.7 -0.9
SSPY Syntax Stratified LargeCap ETF 23.6 30 -18 6.5 -2.2
IUS Invesco RAFI Strategic US ETF 23.4 19 -7 7.3 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 23.3 35 -23 6.0 -2.7
DFUV Dimensional US Marketwide Value ETF 23.3 22 -10 7.6 -1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 23.3 40 -28 5.9 -2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 23.1 24 -12 8.0 -0.7
RWL Invesco S&P 500 Revenue ETF 23.1 39 -27 6.6 -2.0
QLC FlexShares US Quality Large Cap Index Fund 23.1 25 -13 5.6 -3.0
DBLV AdvisorShares DoubleLine Value Equity ETF 23.1 90 -78 7.5 -1.2
FUNL CornerCap Fundametrics Large-Cap ETF 23.0 50 -38 7.0 -1.7
FNDX Schwab Fundamental US Large Co. Index ETF 22.9 25 -13 7.1 -1.5
VTV Vanguard Value ETF 22.8 4 8 7.0 -1.6
VLU SPDR S&P 1500 Value Tilt ETF 22.8 12 0 7.1 -1.5
IMCV iShares Morningstar Mid-Cap Value ETF 22.7 6 6 7.9 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 22.6 39 -27 7.3 -1.4
RSP Invesco S&P 500 Equal Weight ETF 22.6 20 -8 6.2 -2.4
EVUS iShares ESG Aware MSCI USA Value ETF 22.6 18 -6 6.7 -2.0
DSTL Distillate US Fundamental Stability & Value ETF 22.5 39 -27 7.8 -0.8
ILCV iShares Morningstar Value ETF 22.5 4 8 6.7 -2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 22.3 20 -8 6.4 -2.3
COWZ Pacer US Cash Cows 100 ETF 22.1 49 -37 11.0 +2.3
VONV Vanguard Russell 1000 Value ETF 22.0 8 4 6.7 -1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 22.0 38 -26 8.3 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 22.0 35 -23 8.3 -0.3
IVE iShares S&P 500 Value ETF 21.9 18 -6 6.6 -2.1
SPYV SPDR Portfolio S&P 500 Value ETF 21.9 4 8 6.7 -1.9
IUSV iShares Core S&P US Value ETF 21.7 4 8 6.8 -1.8
FNDB Schwab Fundamental US Broad Market Index ETF 21.7 25 -13 7.1 -1.6
IWD iShares Russell 1000 Value ETF 21.5 19 -7 6.6 -2.1
ULVM VictoryShares US Value Momentum ETF 21.3 20 -8 7.4 -1.2
DTD WisdomTree U.S. Total Dividend Fund 21.3 28 -16 6.5 -2.1
KRMA Global X Conscious Companies ETF 21.3 43 -31 5.8 -2.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 21.2 60 -48 5.0 -3.6
EPS WisdomTree U.S. LargeCap Fund 21.1 8 4 6.3 -2.4
VOE Vanguard Mid-Cap Value ETF 21.1 7 5 7.4 -1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 21.1 19 -7 6.5 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 21.1 25 -13 11.1 +2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 21.0 9 3 6.0 -2.7
SCHV Schwab U.S. Large-Cap Value ETF 20.8 4 8 6.7 -2.0
EUSA iShares MSCI USA Equal Weighted ETF 20.6 9 3 6.1 -2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 20.6 28 -16 6.2 -2.4
MGV Vanguard Mega Cap Value ETF 20.6 7 5 6.8 -1.8
JHML John Hancock Multifactor Large Cap ETF 20.5 29 -17 5.6 -3.0
GVLU Gotham 1000 Value ETF 20.4 50 -38 7.4 -1.2
VYM Vanguard High Dividend Yield Index ETF 20.4 6 6 7.3 -1.3
SPGP Invesco S&P 500 GARP ETF 20.3 34 -22 8.5 -0.1
FVAL Fidelity Value Factor ETF 20.3 15 -3 7.5 -1.2
SIZE iShares MSCI USA Size Factor ETF 20.2 15 -3 6.0 -2.7
SPVU Invesco S&P 500 Enhanced Value ETF 20.1 13 -1 9.1 +0.5
JHMM John Hancock Multifactor Mid Cap ETF 20.1 42 -30 6.6 -2.1
DON WisdomTree U.S. MidCap Dividend Fund 20.1 38 -26 8.6 -0.1
MAGA Point Bridge America First ETF 20.0 72 -60 6.3 -2.3
ROUS Hartford Multifactor US Equity ETF 19.9 19 -7 6.4 -2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 19.8 29 -17 6.3 -2.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 19.8 50 -38 7.9 -0.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 19.7 30 -18 8.0 -0.7
QUS SPDR MSCI USA StrategicFactors ETF 19.6 15 -3 6.0 -2.6
LRGF iShares U.S. Equity Factor ETF 19.5 8 4 5.8 -2.8
NUDV Nuveen ESG Dividend ETF 19.4 26 -14 7.5 -1.2
JAVA JPMorgan Active Value ETF 19.4 44 -32 6.3 -2.3
AVUS Avantis U.S. Equity ETF 19.3 15 -3 6.0 -2.6
SMRI Bushido Capital US Equity ETF 19.2 71 -59 10.2 +1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 19.2 67 -55 9.2 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 19.1 25 -13 6.8 -1.9
AFMC First Trust Active Factor Mid Cap ETF 19.0 65 -53 7.5 -1.2
QDF FlexShares Quality Dividend Index Fund 19.0 37 -25 5.0 -3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 19.0 9 3 5.8 -2.8
VLUE iShares MSCI USA Value Factor ETF 18.9 15 -3 10.7 +2.1
IWX iShares Russell Top 200 Value ETF 18.8 20 -8 6.5 -2.2
QDIV Global X S&P 500 Quality Dividend ETF 18.7 20 -8 8.6 -0.0
SNPV Xtrackers S&P 500 Value ESG ETF 18.6 15 -3 6.8 -1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 18.5 15 -3 10.1 +1.5
IWS iShares Russell Mid-Cap Value ETF 18.5 23 -11 6.6 -2.1
VSLU Applied Finance Valuation Large Cap ETF 18.5 49 -37 6.0 -2.6
VALQ American Century U.S. Quality Value ETF 18.4 29 -17 7.4 -1.2
WLDR Affinity World Leaders Equity ETF 18.3 67 -55 8.5 -0.2
GSPY Gotham Enhanced 500 ETF 18.2 50 -38 5.3 -3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 18.2 37 -25 4.8 -3.8
DGRO iShares Core Dividend Growth ETF 18.1 8 4 6.5 -2.2
RPV Invesco S&P 500 Pure Value ETF 17.9 35 -23 9.9 +1.2
JQUA JPMorgan U.S. Quality Factor ETF 17.7 12 0 5.7 -2.9
ACVF American Conservative Values ETF 17.7 75 -63 4.4 -4.3
HLGE Hartford Longevity Economy ETF 17.7 44 -32 6.6 -2.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 17.7 4 8 6.1 -2.5
SPXT ProShares S&P 500 Ex-Technology ETF 17.5 9 3 5.7 -3.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 17.3 54 -42 6.2 -2.4
TPHD Timothy Plan High Dividend Stock ETF 17.3 52 -40 6.2 -2.4
IMCB iShares Morningstar Mid-Cap ETF 17.3 4 8 6.1 -2.5
FLRG Fidelity U.S. Multifactor ETF 17.2 15 -3 7.7 -0.9
SFY SoFi Select 500 ETF 17.2 0 12 5.2 -3.5
ESGS Columbia U.S. ESG Equity Income ETF 17.1 35 -23 6.3 -2.4
EQRR ProShares Equities for Rising Rates ETF 17.0 35 -23 7.8 -0.8
NULV Nuveen ESG Large-Cap Value ETF 16.9 26 -14 7.1 -1.5
TTAC FCF US Quality ETF 16.9 59 -47 6.5 -2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 16.9 60 -48 4.1 -4.6
DFAC Dimensional U.S. Core Equity 2 ETF 16.9 17 -5 5.7 -3.0
VO Vanguard Mid-Cap ETF 16.9 4 8 5.8 -2.8
JMOM JPMorgan U.S. Momentum Factor ETF 16.7 12 0 4.8 -3.8
USMV iShares MSCI USA Min Vol Factor ETF 16.6 15 -3 6.1 -2.6
EQAL Invesco Russell 1000 Equal Weight ETF 16.6 20 -8 6.0 -2.7
CATH Global X S&P 500 Catholic Values Custom ETF 16.5 29 -17 5.1 -3.5
IWR iShares Russell Midcap ETF 16.4 19 -7 5.7 -3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 16.4 58 -46 5.4 -3.3
HDUS Hartford Disciplined US Equity ETF 16.4 19 -7 6.2 -2.4
SCHM Schwab U.S. Mid-Cap ETF 16.3 4 8 6.3 -2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 16.3 52 -40 5.4 -3.2
RECS Columbia Research Enhanced Core ETF 16.3 15 -3 5.6 -3.0
ESGU iShares ESG Aware MSCI USA ETF 16.2 15 -3 5.2 -3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 16.2 20 -8 5.1 -3.6
DFAU Dimensional US Core Equity Market ETF 16.1 12 0 5.4 -3.3
DUHP Dimensional US High Profitability ETF 16.1 21 -9 7.0 -1.7
VOOV Vanguard S&P 500 Value ETF 16.0 10 2 5.5 -3.1
APUE ActivePassive U.S. Equity ETF 15.9 45 -33 5.0 -3.7
AUSF Global X Adaptive U.S. Factor ETF 15.9 27 -15 9.0 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 15.8 11 1 5.2 -3.5
PFM Invesco Dividend Achievers ETF 15.8 53 -41 5.7 -3.0
VOO Vanguard S&P 500 ETF 15.8 3 9 5.3 -3.3
FLDZ RiverNorth Patriot ETF 15.8 75 -63 5.8 -2.9
VFQY Vanguard U.S. Quality Factor ETF 15.7 13 -1 7.2 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 15.7 29 -17 7.2 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.7 11 1 5.2 -3.4
VONE Vanguard Russell 1000 ETF 15.7 8 4 5.2 -3.4
IVV iShares Core S&P 500 ETF 15.6 3 9 5.3 -3.4
SPY SPDR S&P 500 ETF Trust 15.6 9 3 5.2 -3.4
SPLG SPDR Portfolio S&P 500 ETF 15.6 2 10 5.3 -3.4
VV Vanguard Large-Cap ETF 15.6 4 8 5.2 -3.4
PBUS Invesco MSCI USA ETF 15.5 4 8 5.3 -3.4
FDRR Fidelity Dividend ETF for Rising Rates 15.5 15 -3 7.9 -0.7
FVD First Trust Value Line Dividend Index Fund 15.4 65 -53 6.0 -2.6
IWB iShares Russell 1000 ETF 15.4 15 -3 5.1 -3.5
ILCB iShares Morningstar U.S. Equity ETF 15.4 3 9 5.3 -3.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 15.4 3 9 5.4 -3.2
SCHX Schwab U.S. Large-Cap ETF 15.4 3 9 5.3 -3.4
HKND Humankind US Stock ETF 15.4 11 1 7.0 -1.7
SCHK Schwab 1000 Index ETF 15.4 5 7 5.3 -3.4
IYY iShares Dow Jones U.S. ETF 15.3 20 -8 5.1 -3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 15.3 15 -3 6.3 -2.4
COWS Amplify Cash Flow Dividend Leaders ETF 15.2 0 12 10.6 +2.0
KRUZ Unusual Whales Subversive Republican Trading ETF 15.2 75 -63 4.9 -3.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 15.2 35 -23 7.2 -1.5
PWV Invesco Large Cap Value ETF 15.2 55 -43 7.6 -1.1
ITAN Sparkline Intangible Value ETF 15.2 50 -38 6.2 -2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 15.1 65 -53 3.8 -4.8
VTHR Vanguard Russell 3000 ETF 15.1 10 2 5.1 -3.6
STRV Strive 500 ETF 15.1 5 7 5.2 -3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 15.0 7 5 5.2 -3.5
SPXV ProShares S&P 500 Ex-Health Care ETF 15.0 9 3 5.1 -3.5
DFUS Dimensional U.S. Equity ETF 15.0 9 3 5.1 -3.5
VTI Vanguard Total Stock Market ETF 15.0 3 9 5.1 -3.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 14.9 2 10 5.3 -3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 14.8 0 12 5.3 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 14.8 18 -6 5.7 -3.0
IWV iShares Russell 3000 ETF 14.8 20 -8 5.0 -3.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 14.8 60 -48 10.2 +1.5
SCHB Schwab U.S. Broad Market ETF 14.8 3 9 5.2 -3.4
VOTE TCW Transform 500 ETF 14.8 5 7 5.2 -3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 14.8 3 9 5.1 -3.5
DGRW WisdomTree US Quality Dividend Growth Fund 14.8 28 -16 6.2 -2.5
SPHQ Invesco S&P 500 Quality ETF 14.7 15 -3 5.4 -3.2
IVOO Vanguard S&P Mid-Cap 400 ETF 14.6 10 2 6.9 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 14.6 14 -2 5.4 -3.3
MGC Vanguard Mega Cap ETF 14.5 7 5 5.1 -3.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.5 18 -6 6.3 -2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 14.5 29 -17 8.1 -0.5
VIG Vanguard Dividend Appreciation ETF 14.5 6 6 5.8 -2.8
DVY iShares Select Dividend ETF 14.5 38 -26 9.1 +0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 14.5 25 -13 5.7 -3.0
SCHD Schwab US Dividend Equity ETF 14.4 6 6 9.6 +1.0
SNPE Xtrackers S&P 500 ESG ETF 14.2 10 2 5.3 -3.3
MDY SPDR S&P Midcap 400 ETF Trust 14.2 23 -11 6.8 -1.9
RVRB Reverb ETF 14.1 30 -18 5.0 -3.7
RWK Invesco S&P MidCap 400 Revenue ETF 14.1 39 -27 8.7 +0.0
FLQL Franklin LibertyQ U.S. Equity ETF 14.1 15 -3 6.0 -2.6
IWL iShares Russell Top 200 ETF 14.1 15 -3 5.0 -3.7
FCPI Fidelity Stocks for Inflation ETF 14.0 15 -3 8.6 -0.1
ECML Euclidean Fundamental Value ETF 14.0 95 -83 8.7 +0.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 13.9 15 -3 6.4 -2.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 13.9 40 -28 7.1 -1.5
IJH iShares Core S&P Mid-Cap ETF 13.9 5 7 6.9 -1.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 13.8 15 -3 6.9 -1.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 13.8 3 9 7.0 -1.7
USXF iShares ESG Advanced MSCI USA ETF 13.8 10 2 5.2 -3.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 13.8 15 -3 7.1 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 13.8 25 -13 6.1 -2.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 13.7 20 -8 5.1 -3.6
SPXN ProShares S&P 500 Ex-Financials ETF 13.7 9 3 5.3 -3.4
FXO First Trust Financials AlphaDEX Fund 13.6 62 -50 9.2 +0.6
SMOT VanEck Morningstar SMID Moat ETF 13.6 49 -37 6.3 -2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 13.6 12 0 5.5 -3.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 13.5 75 -63 4.7 -3.9
EZM WisdomTree U.S. MidCap Fund 13.5 38 -26 8.1 -0.5
DHS WisdomTree U.S. High Dividend Fund 13.5 38 -26 8.8 +0.1
VAMO Cambria Value & Momentum ETF 13.5 61 -49 9.6 +1.0
XVV iShares ESG Screened S&P 500 ETF 13.5 8 4 5.1 -3.5
SHRY First Trust Bloomberg Shareholder Yield ETF 13.5 60 -48 6.9 -1.7
QWLD SPDR MSCI World StrategicFactors ETF 13.4 30 -18 6.1 -2.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 13.4 7 5 5.2 -3.5
FTC First Trust Large Cap Growth AlphaDEX Fund 13.2 59 -47 2.8 -5.9
SPDV AAM S&P 500 High Dividend Value ETF 13.2 29 -17 10.5 +1.8
SPXE ProShares S&P 500 Ex-Energy ETF 13.2 9 3 5.3 -3.4
FDVV Fidelity High Dividend ETF 13.1 15 -3 8.9 +0.3
IYF iShares U.S. Financials ETF 13.1 40 -28 6.3 -2.4
XJH iShares ESG Screened S&P Mid-Cap ETF 13.0 12 0 6.8 -1.8
SDY SPDR S&P Dividend ETF 12.9 35 -23 6.3 -2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.8 10 2 5.4 -3.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 12.8 32 -20 5.2 -3.5
AIEQ AI Powered Equity ETF 12.7 75 -63 6.1 -2.6
DSI iShares MSCI KLD 400 Social ETF 12.7 25 -13 5.1 -3.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 12.7 25 -13 8.8 +0.2
FQAL Fidelity Quality Factor ETF 12.7 15 -3 5.9 -2.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 12.5 25 -13 5.8 -2.9
SPLV Invesco S&P 500 Low Volatility ETF 12.5 25 -13 5.7 -3.0
ALTL Pacer Lunt Large Cap Alternator ETF 12.5 60 -48 5.3 -3.3
ESGV Vanguard ESG U.S. Stock ETF 12.5 9 3 5.1 -3.6
DEW WisdomTree Global High Dividend Fund 12.5 58 -46 9.1 +0.5
RDVY First Trust Rising Dividend Achievers ETF 12.5 50 -38 9.6 +0.9
VFH Vanguard Financials ETF 12.4 10 2 6.4 -2.2
JEPI JPMorgan Equity Premium Income ETF 12.4 35 -23 5.3 -3.4
JHDV John Hancock U.S. High Dividend ETF 12.4 34 -22 6.5 -2.2
TOK iShares MSCI Kokusai ETF 12.4 26 -14 5.3 -3.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 12.4 49 -37 10.5 +1.8
RNMC First Trust Mid Cap US Equity Select ETF 12.3 60 -48 7.9 -0.8
SHE SPDR MSCI USA Gender Diversity ETF 12.3 20 -8 5.0 -3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.2 80 -68 5.7 -3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 12.2 9 3 5.0 -3.6
FNCL Fidelity MSCI Financials Index ETF 12.2 8 4 6.5 -2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 12.1 15 -3 4.9 -3.8
XMVM Invesco S&P MidCap Value with Momentum ETF 12.1 39 -27 10.8 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 12.1 10 2 5.1 -3.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 12.1 49 -37 4.8 -3.9
VEGN US Vegan Climate ETF 12.0 60 -48 4.7 -4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 12.0 9 3 5.5 -3.2
IJK iShares S&P Mid-Cap 400 Growth ETF 12.0 17 -5 5.8 -2.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 12.0 15 -3 5.8 -2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 12.0 75 -63 4.9 -3.8
BFOR ALPS Barron's 400 ETF 11.9 65 -53 6.6 -2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 11.9 10 2 5.2 -3.5
OEF iShares S&P 100 ETF 11.9 20 -8 5.0 -3.6
DURA VanEck Durable High Dividend ETF 11.8 29 -17 7.3 -1.4
URTH iShares MSCI World ETF 11.8 24 -12 5.4 -3.3
GLOF iShares Global Equity Factor ETF 11.7 20 -8 7.1 -1.6
SFYX SoFi Next 500 ETF 11.7 0 12 5.6 -3.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 11.7 61 -49 6.2 -2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 11.7 15 -3 7.4 -1.2
NULC Nuveen ESG Large-Cap ETF 11.6 21 -9 5.5 -3.1
DGT SPDR Global Dow ETF 11.6 50 -38 6.7 -2.0
VBR Vanguard Small Cap Value ETF 11.6 7 5 8.2 -0.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 11.6 56 -44 6.3 -2.4
VOOG Vanguard S&P 500 Growth ETF 11.6 10 2 5.5 -3.2
HAPI Harbor Human Capital Factor US Large Cap ETF 11.6 36 -24 4.8 -3.8
SUSA iShares MSCI USA ESG Select ETF 11.4 25 -13 5.4 -3.3
VFMV Vanguard U.S. Minimum Volatility ETF 11.4 13 -1 5.4 -3.3
JOET Virtus Terranova US Quality Momentum ETF 11.4 29 -17 5.2 -3.5
XLF Financial Select Sector SPDR Fund 11.4 9 3 6.0 -2.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 11.3 61 -49 5.0 -3.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 11.3 9 3 5.7 -2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 11.3 24 -12 7.8 -0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 11.3 15 -3 7.0 -1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.3 45 -33 4.7 -4.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 11.2 15 -3 7.6 -1.0
VUSE Vident U.S. Equity Strategy ETF 11.1 50 -38 3.6 -5.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 11.1 60 -48 9.5 +0.9
FLLV Franklin U.S. Low Volatility ETF 11.1 29 -17 5.9 -2.8
FBCV Fidelity Blue Chip Value ETF 11.1 59 -47 7.1 -1.6
FDLO Fidelity Low Volatility Factor ETF 11.0 15 -3 5.5 -3.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 11.0 60 -48 6.7 -2.0
NACP Impact Shares NAACP Minority Empowerment ETF 11.0 49 -37 5.0 -3.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 10.9 60 -48 5.7 -3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 10.9 80 -68 5.1 -3.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.9 48 -36 6.2 -2.5
SDOG ALPS Sector Dividend Dogs ETF 10.9 36 -24 9.5 +0.8
HLAL Wahed FTSE USA Shariah ETF 10.9 50 -38 5.0 -3.7
QGRO American Century U.S. Quality Growth ETF 10.9 29 -17 5.8 -2.8
CHGX AXS Change Finance ESG ETF 10.8 49 -37 5.1 -3.6
HDV iShares Core High Dividend ETF 10.7 8 4 8.1 -0.6
ACWI iShares MSCI ACWI ETF 10.7 32 -20 5.5 -3.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.6 60 -48 7.7 -1.0
DIVL Madison Dividend Value ETF 10.6 65 -53 6.1 -2.6
ADME Aptus Drawdown Managed Equity ETF 10.6 79 -67 4.3 -4.3
NUMV Nuveen ESG Mid-Cap Value ETF 10.5 31 -19 7.4 -1.3
EQUL IQ Engender Equality ETF 10.5 45 -33 6.8 -1.8
ACWV iShares MSCI Global Min Vol Factor ETF 10.5 20 -8 6.7 -2.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 10.5 60 -48 8.0 -0.6
IJJ iShares S&P Mid-Cap 400 Value ETF 10.5 18 -6 8.2 -0.4
MDYV SPDR S&P 400 Mid Cap Value ETF 10.5 15 -3 8.2 -0.4
RAYD Rayliant Quantitative Developed Market Equity ETF 10.5 80 -68 4.5 -4.2
IGE iShares North American Natural Resources ETF 10.4 41 -29 6.4 -2.3
SMDY Syntax Stratified MidCap ETF 10.4 35 -23 6.3 -2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 10.4 12 0 4.5 -4.2
FNK First Trust Mid Cap Value AlphaDEX Fund 10.4 70 -58 9.2 +0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.4 70 -58 5.0 -3.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 10.4 64 -52 2.1 -6.6
QVAL Alpha Architect US Quantitative Value ETF 10.2 39 -27 11.1 +2.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 10.2 80 -68 6.5 -2.1
CVY Invesco Zacks Multi-Asset Income ETF 10.2 106 -94 8.9 +0.2
GDEF Goldman Sachs Defensive Equity ETF 10.1 55 -43 4.4 -4.3
FNX First Trust Mid Cap Core AlphaDEX Fund 10.1 60 -48 6.0 -2.6
VT Vanguard Total World Stock ETF 10.1 7 5 5.8 -2.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 10.0 7 5 5.7 -2.9
DSMC Distillate Small/Mid Cash Flow ETF 9.9 55 -43 11.8 +3.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 9.9 65 -53 5.1 -3.5
BUL Pacer US Cash Cows Growth ETF 9.9 60 -48 7.5 -1.2
IYJ iShares U.S. Industrials ETF 9.9 40 -28 4.8 -3.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 9.9 48 -36 5.6 -3.1
SRHQ SRH U.S. Quality ETF 9.8 35 -23 8.0 -0.6
FDIV MarketDesk Focused U.S. Dividend ETF 9.8 35 -23 8.8 +0.1
DRLL Strive U.S. Energy ETF 9.8 41 -29 6.4 -2.2
FDWM Fidelity Women's Leadership ETF 9.7 59 -47 4.8 -3.9
FENY Fidelity MSCI Energy Index ETF 9.7 8 4 6.8 -1.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 9.6 7 5 9.4 +0.7
UDI USCF Dividend Income Fund 9.6 65 -53 7.4 -1.2
FSMD Fidelity Small-Mid Multifactor ETF 9.6 15 -3 7.6 -1.0
FMIL Fidelity New Millennium ETF 9.6 59 -47 4.3 -4.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 9.6 30 -18 9.1 +0.4
VSDA VictoryShares Dividend Accelerator ETF 9.5 35 -23 6.1 -2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 9.4 50 -38 4.8 -3.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 9.4 35 -23 6.0 -2.6
XOP SPDR S&P Oil & Gas Exploration & Production ETF 9.3 35 -23 10.0 +1.3
BTHM BlackRock Future U.S. Themes ETF 9.3 60 -48 4.3 -4.4
VDE Vanguard Energy ETF 9.3 10 2 6.8 -1.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 9.1 40 -28 3.8 -4.9
GNR SPDR S&P Global Natural Resources ETF 9.1 40 -28 9.2 +0.5
QLV FlexShares US Quality Low Volatility Index Fund 9.1 22 -10 5.2 -3.5
FTXN First Trust Nasdaq Oil & Gas ETF 9.1 60 -48 7.1 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 9.0 75 -63 3.8 -4.9
XMMO Invesco S&P MidCap Momentum ETF 8.9 34 -22 5.1 -3.6
IWP iShares Russell Mid-Cap Growth ETF 8.9 23 -11 3.8 -4.8
VB Vanguard Small-Cap ETF 8.9 5 7 5.4 -3.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 8.9 40 -28 7.2 -1.5
FXL First Trust Technology AlphaDEX Fund 8.9 61 -49 4.1 -4.6
SPHB Invesco S&P 500 High Beta ETF 8.9 25 -13 5.0 -3.7
STXD Strive 1000 Dividend Growth ETF 8.9 35 -23 5.5 -3.2
XLE Energy Select Sector SPDR Fund 8.9 9 3 6.9 -1.7
SMMD iShares Russell 2500 ETF 8.9 15 -3 6.0 -2.7
KIE SPDR S&P Insurance ETF 8.7 35 -23 6.7 -2.0
IYE iShares U.S. Energy ETF 8.7 40 -28 6.5 -2.1
FIDU Fidelity MSCI Industrial Index ETF 8.7 8 4 4.7 -3.9
FSST Fidelity Sustainable U.S. Equity ETF 8.7 59 -47 4.9 -3.7
IMCG iShares Morningstar Mid-Cap Growth ETF 8.7 6 6 4.3 -4.4
SQEW LeaderShares Equity Skew ETF 8.7 81 -69 6.1 -2.6
VIS Vanguard Industrials ETF 8.6 10 2 4.5 -4.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.6 35 -23 4.8 -3.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.6 58 -46 4.8 -3.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.6 60 -48 4.4 -4.3
PDP Invesco Dorsey Wright Momentum ETF 8.6 62 -50 3.7 -5.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.5 20 -8 5.6 -3.1
GDIV Harbor Dividend Growth Leaders ETF 8.5 50 -38 6.0 -2.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 8.5 30 -18 4.7 -4.0
QUAL iShares MSCI USA Quality Factor ETF 8.4 15 -3 5.5 -3.2
ETHO Etho Climate Leadership U.S. ETF 8.4 47 -35 4.1 -4.6
HAP VanEck Natural Resources ETF 8.4 50 -38 9.5 +0.8
PXI Invesco Dorsey Wright Energy Momentum ETF 8.3 60 -48 7.2 -1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 8.3 15 -3 4.7 -3.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.3 38 -26 6.7 -1.9
IAK iShares U.S. Insurance ETF 8.3 40 -28 6.3 -2.3
FDMO Fidelity Momentum Factor ETF 8.3 15 -3 3.7 -5.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 8.3 27 -15 8.4 -0.3
IXC iShares Global Energy ETF 8.3 44 -32 8.2 -0.4
IXG iShares Global Financials ETF 8.3 42 -30 6.8 -1.8
DVND Touchstone Dividend Select ETF 8.2 67 -55 6.4 -2.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 8.2 40 -28 4.3 -4.3
VCR Vanguard Consumer Discretionary ETF 8.2 10 2 4.7 -4.0
FXN First Trust Energy AlphaDEX Fund 8.2 62 -50 3.4 -5.2
FDIS Fidelity MSCI Consumer Discretionary Index ETF 8.1 8 4 4.9 -3.8
IYC iShares U.S. Consumer Discretionary ETF 8.1 40 -28 3.8 -4.9
ZECP Zacks Earnings Consistent Portfolio ETF 8.1 55 -43 5.0 -3.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.1 12 0 5.1 -3.6
PAVE Global X U.S. Infrastructure Development ETF 8.1 47 -35 5.7 -3.0
FDL First Trust Morningstar Dividend Leaders Index Fund 8.1 45 -33 9.7 +1.1
SMLF iShares U.S. SmallCap Equity Factor ETF 8.0 15 -3 5.8 -2.9
MBOX Freedom Day Dividend ETF 8.0 39 -27 7.7 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.0 10 2 4.9 -3.8
XMHQ Invesco S&P MidCap Quality ETF 7.9 25 -13 7.0 -1.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 7.9 35 -23 5.7 -3.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 7.8 52 -40 6.3 -2.3
TXS Texas Capital Texas Equity Index ETF 7.8 49 -37 5.6 -3.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.7 20 -8 5.4 -3.2
ONEQ Fidelity Nasdaq Composite Index ETF 7.7 21 -9 3.9 -4.8
BLES Inspire Global Hope ETF 7.7 61 -49 6.3 -2.3
QQQ Invesco QQQ Trust Series I 7.6 20 -8 4.6 -4.0
QQQM Invesco NASDAQ 100 ETF 7.6 15 -3 4.7 -4.0
ESGG FlexShares STOXX Global ESG Select Index Fund 7.6 42 -30 5.1 -3.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.6 10 2 4.8 -3.8
IEDI iShares U.S. Consumer Focused ETF 7.6 18 -6 5.0 -3.7
STXG Strive 1000 Growth ETF 7.6 18 -6 4.2 -4.4
FILL iShares MSCI Global Energy Producers ETF 7.6 39 -27 9.0 +0.3
IUSG iShares Core S&P U.S. Growth ETF 7.5 4 8 4.6 -4.0
IFRA iShares U.S. Infrastructure ETF 7.5 30 -18 6.3 -2.4
FTWO Strive FAANG 2.0 ETF 7.5 49 -37 4.7 -3.9
XLI Industrial Select Sector SPDR Fund 7.5 9 3 4.4 -4.3
HOMZ Hoya Capital Housing ETF 7.4 30 -18 8.1 -0.5
DFAT Dimensional U.S. Targeted Value ETF 7.3 28 -16 8.2 -0.4
MOAT VanEck Morningstar Wide Moat ETF 7.3 46 -34 6.3 -2.4
FMAT Fidelity MSCI Materials Index ETF 7.3 8 4 6.6 -2.1
IYG iShares US Financial Services ETF 7.2 40 -28 5.8 -2.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 7.2 40 -28 7.3 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 7.2 60 -48 5.4 -3.2
VAW Vanguard Materials ETF 7.2 10 2 6.5 -2.2
FXH First Trust Health Care AlphaDEX Fund 7.2 62 -50 7.1 -1.6
GRPM Invesco S&P MidCap 400 GARP ETF 7.1 35 -23 9.9 +1.3
GINN Goldman Sachs Innovate Equity ETF 7.1 52 -40 2.7 -6.0
VFMO Vanguard U.S. Momentum Factor ETF 7.1 13 -1 2.8 -5.9
POWA Invesco Bloomberg Pricing Power ETF 7.0 40 -28 5.1 -3.6
KCE SPDR S&P Capital Markets ETF 7.0 35 -23 7.2 -1.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.0 15 -3 7.3 -1.4
IVW iShares S&P 500 Growth ETF 7.0 18 -6 4.5 -4.2
SPYG SPDR Portfolio S&P 500 Growth ETF 7.0 4 8 4.6 -4.0
BGIG Bahl & Gaynor Income Growth ETF 7.0 45 -33 5.3 -3.4
MTUM iShares MSCI USA Momentum Factor ETF 7.0 15 -3 3.7 -4.9
IEO iShares U.S. Oil & Gas Exploration & Production ETF 7.0 40 -28 8.8 +0.2
NDIV Amplify Natural Resources Dividend Income ETF 7.0 59 -47 9.7 +1.0
CGUS Capital Group Core Equity ETF 7.0 33 -21 4.7 -4.0
RFV Invesco S&P Midcap 400 Pure Value ETF 6.9 35 -23 8.8 +0.2
PEXL Pacer US Export Leaders ETF 6.9 60 -48 5.1 -3.5
NUSC Nuveen ESG Small-Cap ETF 6.8 31 -19 5.2 -3.5
FOVL iShares Focused Value Factor ETF 6.8 25 -13 10.1 +1.5
VXF Vanguard Extended Market ETF 6.7 6 6 3.9 -4.7
GCOW Pacer Global Cash Cows Dividend ETF 6.7 60 -48 13.6 +5.0
FLV American Century Focused Large Cap Value ETF 6.6 42 -30 6.5 -2.2
ICAP InfraCap Equity Income Fund ETF 6.6 171 -159 6.8 -1.9
QQMG Invesco ESG NASDAQ 100 ETF 6.6 20 -8 4.7 -3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 6.6 65 -53 8.4 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.5 70 -58 1.8 -6.8
BIBL Inspire 100 ETF 6.5 35 -23 4.8 -3.8
VONG Vanguard Russell 1000 Growth ETF 6.5 8 4 4.8 -3.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.4 15 -3 5.4 -3.3
XLY Consumer Discretionary Select Sector SPDR Fund 6.4 9 3 5.1 -3.6
PZLD Puzzle Divdend Leaders 6.4 0 12 7.5 -1.1
LRND IQ U.S. Large Cap R&D Leaders ETF 6.4 14 -2 6.3 -2.4
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 6.4 69 -57 8.3 -0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 6.4 20 -8 2.1 -6.6
ISCV iShares Morningstar Small Cap Value ETF 6.4 6 6 8.1 -0.5
TMFX Motley Fool Next Index ETF 6.4 50 -38 3.4 -5.3
IWF iShares Russell 1000 Growth ETF 6.4 19 -7 4.7 -3.9
LCF Touchstone US Large Cap Focused ETF 6.3 69 -57 4.5 -4.1
TMDV ProShares Russell US Dividend Growers ETF 6.3 35 -23 6.5 -2.2
EXI iShares Global Industrials ETF 6.3 42 -30 4.7 -4.0
OALC OneAscent Large Cap Core ETF 6.3 86 -74 5.9 -2.8
XT iShares Exponential Technologies ETF 6.3 46 -34 3.9 -4.8
PXE Invesco Energy Exploration & Production ETF 6.2 60 -48 11.2 +2.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.2 60 -48 5.6 -3.1
DFNV Donoghue Forlines Innovation ETF 6.1 69 -57 5.0 -3.6
FTCS First Trust Capital Strength ETF 6.1 55 -43 5.6 -3.1
PEY Invesco High Yield Equity Dividend Achievers ETF 6.1 52 -40 9.4 +0.7
XHS SPDR S&P Health Care Services ETF 6.1 35 -23 5.8 -2.9
VHT Vanguard Health Care ETF 6.0 10 2 5.7 -3.0
NANR SPDR S&P North American Natural Resources ETF 6.0 35 -23 6.6 -2.0
SAGP Strategas Global Policy Opportunities ETF 6.0 65 -53 4.5 -4.1
SCHG Schwab U.S. Large-Cap Growth ETF 6.0 4 8 4.3 -4.3
FHLC Fidelity MSCI Health Care Index ETF 6.0 8 4 5.9 -2.8
RFFC ALPS Active Equity Opportunity ETF 6.0 48 -36 4.5 -4.1
MDLV Morgan Dempsey Large Cap Value ETF 5.9 58 -46 8.6 -0.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.9 40 -28 5.6 -3.1
XLV Health Care Select Sector SPDR Fund 5.9 9 3 7.1 -1.5
SPMV Invesco S&P 500 Minimum Variance ETF 5.9 10 2 5.6 -3.0
RXI iShares Global Consumer Discretionary ETF 5.9 41 -29 5.5 -3.1
JHSC John Hancock Multifactor Small Cap ETF 5.9 42 -30 6.2 -2.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.9 40 -28 6.0 -2.6
XLG Invesco S&P 500 Top 50 ETF 5.8 20 -8 4.7 -4.0
VOT Vanguard Mid-Cap Growth ETF 5.7 7 5 4.2 -4.5
NETZ TCW Transform Systems ETF 5.7 75 -63 3.4 -5.2
SNPG Xtrackers S&P 500 Growth ESG ETF 5.6 15 -3 4.8 -3.9
IPDP Dividend Performers ETF 5.6 122 -110 4.9 -3.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 5.6 17 -5 5.4 -3.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 5.6 85 -73 4.4 -4.2
ISCB iShares Morningstar Small-Cap ETF 5.6 4 8 5.3 -3.3
IYH iShares U.S. Healthcare ETF 5.6 40 -28 6.2 -2.4
IXJ iShares Global Healthcare ETF 5.4 42 -30 6.1 -2.5
MOTE VanEck Morningstar ESG Moat ETF 5.4 49 -37 5.2 -3.5
LVOL American Century Low Volatility ETF 5.4 29 -17 5.3 -3.4
XMLV Invesco S&P MidCap Low Volatility ETF 5.4 25 -13 6.8 -1.8
RUNN Running Oak Efficient Growth ETF 5.4 58 -46 4.8 -3.8
IWY iShares Russell Top 200 Growth ETF 5.3 20 -8 4.9 -3.8
DFND Siren DIVCON Dividend Defender ETF 5.3 189 -177 3.9 -4.7
LEAD Siren DIVCON Leaders Dividend ETF 5.3 43 -31 5.2 -3.5
PSET Principal Quality ETF 5.3 15 -3 5.7 -3.0
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.3 46 -34 8.8 +0.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.3 15 -3 5.6 -3.1
IOO iShares Global 100 ETF 5.2 41 -29 4.8 -3.8
SPMO Invesco S&P 500 Momentum ETF 5.2 13 -1 3.7 -4.9
IYM iShares U.S. Basic Materials ETF 5.2 40 -28 6.7 -1.9
USMC Principal U.S. Mega-Cap ETF 5.1 12 0 5.0 -3.7
QGRW WisdomTree U.S. Quality Growth Fund 5.1 28 -16 4.7 -4.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.1 50 -38 5.8 -2.8
DIVY Sound Equity Dividend Income ETF 5.1 45 -33 10.5 +1.8
WBIY WBI Power Factor High Dividend ETF 5.1 100 -88 11.0 +2.3
KOCG FIS Knights of Columbus Global Belief ETF 5.1 75 -63 5.3 -3.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.1 39 -27 4.9 -3.8
RSPM Invesco S&P 500 Equal Weight Materials ETF 5.1 40 -28 7.6 -1.1
XLB Materials Select Sector SPDR Fund 5.1 9 3 5.8 -2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.1 79 -67 6.2 -2.4
TMFC Motley Fool 100 Index ETF 5.0 50 -38 4.0 -4.7
VBK Vanguard Small-Cap Growth ETF 5.0 7 5 1.5 -7.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.0 40 -28 4.1 -4.5
WCEO Hypatia Women CEO ETF 5.0 85 -73 5.2 -3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.9 30 -18 7.6 -1.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.9 52 -40 7.0 -1.6
PRAY FIS Christian Stock Fund 4.9 69 -57 5.9 -2.8
MXI iShares Global Materials ETF 4.9 41 -29 6.6 -2.0
XHB SPDR S&P Homebuilders ETF 4.8 35 -23 8.6 -0.0
CVAR Cultivar ETF 4.8 87 -75 6.9 -1.7
XLC Communication Services Select Sector SPDR Fund 4.8 9 3 6.8 -1.8
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 4.8 40 -28 8.6 -0.1
ISCG iShares Morningstar Small-Cap Growth ETF 4.8 6 6 2.5 -6.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.7 60 -48 6.4 -2.2
PFI Invesco Dorsey Wright Financial Momentum ETF 4.7 60 -48 6.2 -2.4
VUG Vanguard Growth ETF 4.7 4 8 4.3 -4.4
FXZ First Trust Materials AlphaDEX Fund 4.6 61 -49 10.2 +1.6
JGRO JPMorgan Active Growth ETF 4.6 44 -32 3.4 -5.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.6 47 -35 5.9 -2.7
DEMZ Democratic Large Cap Core ETF 4.6 45 -33 4.2 -4.4
XRT SPDR S&P Retail ETF 4.6 35 -23 8.8 +0.2
BUZZ VanEck Social Sentiment ETF 4.6 75 -63 -0.7 -9.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.6 7 5 8.5 -0.1
EDOW First Trust Dow 30 Equal Weight ETF 4.6 50 -38 6.0 -2.7
DIA SPDR Dow Jones Industrial Average ETF Trust 4.6 16 -4 5.8 -2.8
RTH VanEck Retail ETF 4.6 35 -23 6.0 -2.6
BEDZ AdvisorShares Hotel ETF 4.5 100 -88 2.9 -5.8
QQQN VictoryShares Nasdaq Next 50 ETF 4.5 18 -6 4.5 -4.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.5 20 -8 4.5 -4.1
GVIP Goldman Sachs Hedge Industry VIP ETF 4.5 45 -33 4.6 -4.0
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 4.4 40 -28 5.5 -3.1
CZA Invesco Zacks Mid-Cap ETF 4.4 72 -60 6.3 -2.3
CGGR Capital Group Growth ETF 4.4 39 -27 3.5 -5.2
VGT Vanguard Information Technology ETF 4.4 10 2 4.7 -4.0
KNCT Invesco Next Gen Connectivity ETF 4.4 40 -28 5.9 -2.8
FCOM Fidelity MSCI Communication Services Index ETF 4.4 8 4 4.8 -3.8
WRND IQ Global Equity R&D Leaders ETF 4.4 18 -6 7.2 -1.5
BKWO BNY Mellon Women's Opportunities ETF 4.4 50 -38 3.8 -4.9
RPG Invesco S&P 500 Pure Growth ETF 4.4 35 -23 3.4 -5.2
MOTG VanEck Morningstar Global Wide Moat ETF 4.3 52 -40 5.8 -2.9
NTZG Nuveen Global Net Zero Transition ETF 4.3 56 -44 4.9 -3.7
SCHA Schwab U.S. Small-Cap ETF 4.3 4 8 4.9 -3.8
JRNY ALPS Global Travel Beneficiaries ETF 4.3 65 -53 0.0 -8.7
FIVG Defiance Next Gen Connectivity ETF 4.3 30 -18 6.7 -1.9
IHF iShares U.S. Healthcare Providers ETF 4.3 40 -28 6.0 -2.7
FTEC Fidelity MSCI Information Technology Index ETF 4.2 8 4 4.8 -3.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 4.2 60 -48 8.0 -0.7
IGM iShares Expanded Tech Sector ETF 4.2 41 -29 4.5 -4.2
MILN Global X Millennial Consumer ETF 4.2 50 -38 2.4 -6.3
VOX Vanguard Communication Services ETF 4.2 10 2 5.1 -3.5
DFAS Dimensional U.S. Small Cap ETF 4.2 26 -14 6.0 -2.7
YALL God Bless America ETF 4.1 65 -53 3.6 -5.1
CGDV Capital Group Dividend Value ETF 4.1 33 -21 5.8 -2.9
DUSA Davis Select U.S. Equity ETF 4.1 61 -49 7.2 -1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.1 50 -38 4.7 -3.9
FCG First Trust Natural Gas ETF 4.1 60 -48 9.2 +0.6
NULG Nuveen ESG Large-Cap Growth ETF 4.0 26 -14 4.4 -4.3
DIP BTD Capital Fund 4.0 129 -117 5.0 -3.7
RUFF Alpha Dog ETF 4.0 94 -82 4.8 -3.9
ILCG iShares Morningstar Growth ETF 4.0 4 8 4.1 -4.6
QTUM Defiance Quantum ETF 4.0 40 -28 3.9 -4.8
IYW iShares U.S. Technology ETF 3.9 40 -28 4.5 -4.2
MGK Vanguard Mega Cap Growth ETF 3.9 7 5 4.4 -4.3
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 -33 3.3 -5.3
XLK Technology Select Sector SPDR Fund 3.9 9 3 5.2 -3.4
SCAP InfraCap Small Cap Income ETF 3.8 135 -123 7.2 -1.4
HART IQ Healthy Hearts ETF 3.8 45 -33 5.3 -3.3
ITB iShares U.S. Home Construction ETF 3.8 40 -28 10.8 +2.2
IETC iShares U.S. Tech Independence Focused ETF 3.8 18 -6 4.4 -4.2
GLRY Inspire Faithward Mid Cap Momentum ETF 3.8 80 -68 8.0 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 3.8 18 -6 4.3 -4.3
SAMT Strategas Macro Thematic Opportunities ETF 3.7 65 -53 4.7 -3.9
ABEQ Absolute Select Value ETF 3.6 85 -73 4.7 -4.0
XTN SPDR S&P Transportation ETF 3.6 35 -23 1.0 -7.7
XPND First Trust Expanded Technology ETF 3.6 65 -53 3.9 -4.8
GURU Global X Guru Index ETF 3.5 75 -63 2.5 -6.1
ZIG Acquirers Fund 3.5 84 -72 14.1 +5.5
SKYY First Trust Cloud Computing ETF 3.5 60 -48 3.5 -5.2
NVIR Horizon Kinetics Energy and Remediation ETF 3.5 85 -73 1.9 -6.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.5 61 -49 -4.0 -12.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.5 40 -28 6.6 -2.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 3.4 68 -56 5.3 -3.4
PPA Invesco Aerospace & Defense ETF 3.4 58 -46 3.5 -5.1
IYT iShares US Transportation ETF 3.4 40 -28 2.1 -6.5
PPTY US Diversified Real Estate ETF 3.4 53 -41 6.7 -1.9
NXTG First Trust Indxx NextG ETF 3.4 70 -58 6.0 -2.7
IBUY Amplify Online Retail ETF 3.4 65 -53 1.8 -6.9
IXN iShares Global Tech ETF 3.4 41 -29 4.3 -4.3
KBE SPDR S&P Bank ETF 3.3 35 -23 11.2 +2.5
CGGO Capital Group Global Growth Equity ETF 3.3 47 -35 4.3 -4.4
IYK iShares U.S. Consumer Staples ETF 3.3 40 -28 6.4 -2.2
LCLG Logan Capital Broad Innovative Growth ETF 3.3 99 -87 4.9 -3.8
BNE Blue Horizon BNE ETF 3.3 87 -75 5.0 -3.7
LUXX Roundhill S&P Global Luxury ETF 3.2 45 -33 2.7 -5.9
KBWB Invesco KBW Bank ETF 3.2 35 -23 9.1 +0.5
DIVZ TrueShares Low Volatility Equity Income ETF 3.2 65 -53 8.6 -0.1
FTXR First Trust Nasdaq Transportation ETF 3.2 60 -48 5.1 -3.6
ISHP First Trust Nasdaq Retail ETF 3.2 60 -48 3.2 -5.5
VRAI Virtus Real Asset Income ETF 3.2 55 -43 8.6 -0.1
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -77 4.8 -3.9
IYZ iShares U.S. Telecommunications ETF 3.2 40 -28 8.3 -0.3
GK AdvisorShares Gerber Kawasaki ETF 3.1 75 -63 3.2 -5.4
ACSI American Customer Satisfaction ETF 3.1 65 -53 4.9 -3.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.1 58 -46 4.6 -4.1
OSCV Opus Small Cap Value ETF 3.1 79 -67 6.4 -2.3
SHPP Pacer Industrials and Logistics ETF 3.1 60 -48 8.9 +0.2
FTGS First Trust Growth Strength ETF 3.1 60 -48 6.5 -2.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 -27 10.6 +1.9
FITE SPDR S&P Kensho Future Security ETF 3.1 45 -33 3.0 -5.6
IDAT iShares Future Cloud 5G and Tech ETF 3.1 47 -35 4.5 -4.1
DIVS SmartETFs Dividend Builder ETF 3.0 65 -53 4.7 -4.0
IXP iShares Global Comm Services ETF 3.0 42 -30 5.3 -3.3
DIV Global X SuperDividend US ETF 3.0 45 -33 7.8 -0.8
CLOD Themes Cloud Computing ETF 3.0 35 -23 3.7 -5.0
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 3.0 40 -28 6.8 -1.8
DFNL Davis Select Financial ETF 3.0 63 -51 6.8 -1.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.0 56 -44 1.7 -7.0
BPAY BlackRock Future Financial and Technology ETF 2.9 70 -58 8.3 -0.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.9 45 -33 1.4 -7.3
CRAK VanEck Oil Refiners ETF 2.9 61 -49 13.1 +4.4
FDN First Trust Dow Jones Internet Index Fund 2.9 52 -40 1.5 -7.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.9 31 -19 3.7 -4.9
PEJ Invesco Leisure and Entertainment ETF 2.9 58 -46 0.4 -8.2
ISMD Inspire Small/Mid Cap ETF 2.9 54 -42 6.1 -2.6
PWB Invesco Large Cap Growth ETF 2.9 56 -44 3.1 -5.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.9 60 -48 5.1 -3.6
WDNA WisdomTree BioRevolution Fund 2.9 45 -33 -4.5 -13.2
GDVD R3 Global Dividend Growth ETF 2.9 88 -76 5.8 -2.8
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 2.8 47 -35 0.7 -8.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 2.8 45 -33 6.1 -2.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.8 60 -48 9.1 +0.5
BMED Future Health ETF 2.8 85 -73 0.2 -8.4
XNTK SPDR NYSE Technology ETF 2.8 35 -23 4.0 -4.7
FXG First Trust Consumer Staples AlphaDEX Fund 2.8 63 -51 6.5 -2.1
SNSR Global X Internet of Things ETF 2.8 68 -56 4.3 -4.4
VIRS Pacer BioThreat Strategy ETF 2.7 70 -58 6.0 -2.7
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 2.7 8 4 5.9 -2.7
CAML Congress Large Cap Growth ETF 2.7 66 -54 3.5 -5.2
XLP Consumer Staples Select Sector SPDR Fund 2.7 9 3 5.9 -2.8
VDC Vanguard Consumer Staples ETF 2.7 10 2 6.0 -2.7
PKB Invesco Building & Construction ETF 2.7 62 -50 7.7 -0.9
CCSO Carbon Collective Climate Solutions US Equity ETF 2.6 35 -23 2.3 -6.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 -48 6.7 -2.0
SUPL ProShares Supply Chain Logistics ETF 2.6 58 -46 13.1 +4.4
CRUZ Defiance Hotel Airline and Cruise ETF 2.6 45 -33 -4.9 -13.6
TRFK Pacer Data and Digital Revolution ETF 2.6 60 -48 4.0 -4.6
MVPS Amplify Thematic All-Stars ETF 2.6 49 -37 1.7 -7.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -63 3.2 -5.5
DTEC ALPS Disruptive Technologies ETF 2.5 50 -38 3.3 -5.4
MISL First Trust Indxx Aerospace & Defense ETF 2.5 60 -48 3.4 -5.2
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 2.5 41 -29 8.8 +0.1
IVEG iShares Emergent Food and AgTech Multisector ETF 2.5 47 -35 8.3 -0.4
KXI iShares Global Consumer Staples ETF 2.5 41 -29 5.6 -3.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.5 55 -43 4.0 -4.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.5 75 -63 2.1 -6.6
CACG ClearBridge All Cap Growth ESG ETF 2.4 54 -42 3.4 -5.2
TRFM AAM Transformers ETF 2.4 49 -37 1.2 -7.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.4 57 -45 3.8 -4.9
PINK Simplify Health Care ETF 2.4 50 -38 3.3 -5.3
PNQI Invesco NASDAQ Internet ETF 2.4 60 -48 2.6 -6.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -63 3.8 -4.9
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 2.4 40 -28 3.8 -4.9
DWLD Davis Select Worldwide ETF 2.3 63 -51 5.6 -3.0
KLDW Knowledge Leaders Developed World ETF 2.3 75 -63 4.9 -3.7
SOXX iShares Semiconductor ETF 2.3 35 -23 5.3 -3.4
FTXL First Trust Nasdaq Semiconductor ETF 2.3 60 -48 6.1 -2.6
SMH VanEck Semiconductor ETF 2.3 35 -23 4.2 -4.5
SOXQ Invesco PHLX Semiconductor ETF 2.3 19 -7 5.1 -3.6
IHAK iShares Cybersecurity & Tech ETF 2.3 47 -35 3.2 -5.5
LUX Tema Luxury ETF 2.3 75 -63 3.3 -5.4
IBOT Vaneck Robotics ETF 2.3 47 -35 3.7 -4.9
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.3 106 -94 2.9 -5.7
XSW SPDR S&P Software & Services ETF 2.2 35 -23 2.9 -5.8
FPAG FPA Global Equity ETF 2.2 49 -37 5.7 -3.0
EBIZ Global X E-Commerce ETF 2.2 50 -38 1.2 -7.5
DFSV Dimensional US Small Cap Value ETF 2.2 31 -19 8.9 +0.2
ROBO ROBO Global Robotics & Automation Index ETF 2.2 95 -83 2.8 -5.8
GGME Invesco Next Gen Media and Gaming ETF 2.1 60 -48 4.1 -4.6
KBWP Invesco KBW Property & Casualty Insurance ETF 2.1 35 -23 5.9 -2.7
FBCG Fidelity Blue Chip Growth ETF 2.1 59 -47 2.6 -6.1
FPX First Trust US Equity Opportunities ETF 2.1 61 -49 0.6 -8.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.1 45 -33 -3.3 -11.9
XTL SPDR S&P Telecom ETF 2.0 35 -23 6.6 -2.1
XITK SPDR FactSet Innovative Technology ETF 2.0 45 -33 2.7 -6.0
FNDA Schwab Fundamental US Small Co. Index ETF 2.0 25 -13 6.8 -1.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.0 75 -63 5.4 -3.3
IQM Franklin Intelligent Machines ETF 1.9 50 -38 3.1 -5.6
HAIL SPDR S&P Kensho Smart Mobility ETF 1.9 45 -33 -2.0 -10.7
PPH VanEck Pharmaceutical ETF 1.9 36 -24 8.8 +0.2
XME SPDR S&P Metals & Mining ETF 1.9 35 -23 7.2 -1.5
SLX VanEck Steel ETF 1.9 56 -44 20.6 +12.0
PICK iShares MSCI Global Metals & Mining Producers ETF 1.9 39 -27 11.0 +2.3
UFO Procure Space ETF 1.9 75 -63 -4.0 -12.7
GERM ETFMG Treatments Testing and Advancements ETF 1.9 68 -56 -6.6 -15.2
CARZ First Trust NASDAQ Global Auto Index Fund 1.9 70 -58 3.5 -5.2
XSD SPDR S&P Semiconductor ETF 1.9 35 -23 5.1 -3.6
VNQ Vanguard Real Estate ETF 1.9 12 0 7.3 -1.4
FREL Fidelity MSCI Real Estate Index ETF 1.9 8 4 7.3 -1.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 1.9 40 -28 7.1 -1.6
XLRE Real Estate Select Sector SPDR Fund 1.9 9 3 7.0 -1.7
IYR iShares U.S. Real Estate ETF 1.9 40 -28 7.2 -1.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.9 75 -63 1.6 -7.0
MBCC Monarch Blue Chips Core ETF 1.8 125 -113 3.4 -5.3
PZLG Puzzle Mature Growth 1.8 0 12 4.2 -4.5
ARKX ARK Space Exploration & Innovation ETF 1.8 75 -63 1.7 -6.9
CWS AdvisorShares Focused Equity ETF 1.8 84 -72 4.8 -3.9
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.7 60 -48 6.2 -2.5
FUTY Fidelity MSCI Utilities Index ETF 1.7 8 4 6.3 -2.4
FXU First Trust Utilities AlphaDEX Fund 1.7 64 -52 6.2 -2.4
VPU Vanguard Utilities ETF 1.7 10 2 6.2 -2.4
IDU iShares U.S. Utilities ETF 1.7 40 -28 5.5 -3.1
ACTV LeaderShares Activist Leaders ETF 1.7 75 -63 8.1 -0.6
OGIG ALPS O'Shares Global Internet Giants ETF 1.7 48 -36 0.5 -8.2
IQRA IQ CBRE Real Assets ETF 1.7 65 -53 5.9 -2.7
AGNG Global X Aging Population ETF 1.7 50 -38 4.1 -4.5
KONG Formidable Fortress ETF 1.7 89 -77 6.2 -2.5
PTF Invesco Dorsey Wright Technology Momentum ETF 1.7 60 -48 0.6 -8.1
VICE AdvisorShares Vice ETF 1.7 99 -87 7.5 -1.1
BETZ Roundhill Sports Betting & iGaming ETF 1.7 75 -63 1.9 -6.8
WFH Direxion Work From Home ETF 1.7 45 -33 0.0 -8.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -53 1.6 -7.0
CANC Tema Oncology ETF 1.6 75 -63 -4.4 -13.0
MOO VanEck Agribusiness ETF 1.6 53 -41 9.4 +0.7
VEGI iShares MSCI Agriculture Producers ETF 1.6 39 -27 9.2 +0.6
LNGG Roundhill Alerian LNG ETF 1.6 65 -53 8.5 -0.1
FTXO First Trust Nasdaq Bank ETF 1.6 60 -48 10.3 +1.6
ROKT SPDR S&P Kensho Final Frontiers ETF 1.6 45 -33 -0.6 -9.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.6 60 -48 3.9 -4.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.5 56 -44 13.9 +5.2
BUYZ Franklin Disruptive Commerce ETF 1.5 50 -38 2.1 -6.6
PSI Invesco Semiconductors ETF 1.5 57 -45 5.1 -3.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 1.5 75 -63 5.2 -3.4
FCLD Fidelity Cloud Computing ETF 1.5 39 -27 2.4 -6.3
DFGR Dimensional Global Real Estate ETF 1.5 22 -10 7.1 -1.6
REET iShares Global REIT ETF 1.5 14 -2 7.1 -1.5
FRI First Trust S&P REIT Index Fund 1.5 50 -38 7.1 -1.6
USRT iShares Core U.S. REIT ETF 1.5 8 4 7.5 -1.1
GQRE FlexShares Global Quality Real Estate Index Fund 1.5 45 -33 6.9 -1.8
RWO SPDR Dow Jones Global Real Estate ETF 1.5 50 -38 6.9 -1.7
SCHH Schwab U.S. REIT ETF 1.5 7 5 7.7 -1.0
RWR SPDR Dow Jones REIT ETF 1.5 25 -13 7.2 -1.5
ERET iShares Environmentally Aware Real Estate ETF 1.5 30 -18 7.3 -1.4
ICF iShares Cohen & Steers REIT ETF 1.5 33 -21 7.0 -1.7
AVRE Avantis Real Estate ETF 1.5 17 -5 6.6 -2.0
DFAR Dimensional US Real Estate ETF 1.5 19 -7 7.4 -1.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 1.5 11 1 7.5 -1.1
SXQG ETC 6 Meridian Quality Growth ETF 1.4 100 -88 4.4 -4.2
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -63 7.6 -1.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.4 45 -33 4.9 -3.8
AESR Anfield U.S. Equity Sector Rotation ETF 1.4 108 -96 4.4 -4.3
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -83 2.0 -6.7
ITA iShares U.S. Aerospace & Defense ETF 1.4 40 -28 2.8 -5.9
XAR SPDR S&P Aerospace & Defense ETF 1.4 35 -23 -1.2 -9.8
CIBR First Trust NASDAQ Cybersecurity ETF 1.4 60 -48 3.9 -4.7
HELX Franklin Genomic Advancements ETF 1.4 50 -38 1.7 -7.0
PSC Principal U.S. Small-Cap ETF 1.4 38 -26 6.6 -2.1
IWTR iShares MSCI Water Management Multisector ETF 1.4 47 -35 4.8 -3.8
GLIF AGF Global Infrastructure ETF 1.4 45 -33 5.5 -3.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.4 45 -33 6.2 -2.4
SEA U.S. Global Sea to Sky Cargo ETF 1.4 60 -48 24.1 +15.4
BLOK Amplify Transformational Data Sharing ETF 1.4 75 -63 1.1 -7.5
AGQI First Trust Active Global Quality Income ETF 1.4 85 -73 5.8 -2.8
INNO Harbor Disruptive Innovation ETF 1.3 75 -63 -3.5 -12.2
CSMD Congress SMid Growth ETF 1.3 69 -57 4.2 -4.5
MEDX Horizon Kinetics Medical ETF 1.3 85 -73 -0.2 -8.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 -27 4.5 -4.1
FTXG First Trust Nasdaq Food & Beverage ETF 1.3 60 -48 6.3 -2.3
IWFH iShares Virtual Work and Life Multisector ETF 1.3 47 -35 -3.5 -12.1
JETS U.S. Global Jets ETF 1.3 60 -48 -15.6 -24.3
IGV iShares Expanded Tech-Software Sector ETF 1.3 41 -29 3.3 -5.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.3 61 -49 -13.0 -21.6
VTWG Vanguard Russell 2000 Growth ETF 1.3 15 -3 1.7 -6.9
SYNB Putnam BioRevolution ETF 1.3 70 -58 2.9 -5.8
PRNT 3D Printing ETF 1.3 66 -54 -4.1 -12.7
BJK VanEck Gaming ETF 1.3 65 -53 1.8 -6.8
IGPT Invesco AI and Next Gen Software ETF 1.3 60 -48 3.8 -4.9
FTAG First Trust Indxx Global Agriculture ETF 1.3 70 -58 9.1 +0.5
XBI SPDR S&P BIOTECH ETF 1.3 35 -23 -1.4 -10.0
BLLD JPMorgan Sustainable Infrastructure ETF 1.2 49 -37 6.2 -2.5
ESPO VanEck Video Gaming and eSports ETF 1.2 56 -44 4.5 -4.2
IPO Renaissance IPO ETF 1.2 60 -48 -3.2 -11.9
NERD Roundhill Video Games ETF 1.2 50 -38 8.0 -0.6
HERO Global X Video Games & Esports ETF 1.2 50 -38 5.1 -3.6
ODDS Pacer BlueStar Digital Entertainment ETF 1.2 60 -48 3.0 -5.6
BWEB Bitwise Web3 ETF 1.2 85 -73 0.9 -7.7
CNCR Range Cancer Therapeutics ETF 1.2 79 -67 -32.7 -41.3
IWO iShares Russell 2000 Growth ETF 1.2 24 -12 1.4 -7.2
UTES Virtus Reaves Utilities ETF 1.2 49 -37 5.7 -3.0
XDAT Franklin Exponential Data ETF 1.2 50 -38 2.9 -5.8
CUT Invesco MSCI Global Timber ETF 1.2 61 -49 8.6 -0.1
PAWZ ProShares Pet Care ETF 1.2 50 -38 4.0 -4.7
MDCP VictoryShares THB Mid Cap ESG ETF 1.2 55 -43 5.3 -3.4
VTWO Vanguard Russell 2000 ETF 1.2 10 2 3.9 -4.8
IVES Wedbush ETFMG Global Cloud Technology ETF 1.2 68 -56 1.4 -7.2
AIQ Global X Artificial Intelligence & Technology ETF 1.2 68 -56 4.2 -4.5
FAN First Trust Global Wind Energy ETF 1.1 60 -48 5.5 -3.1
BECO BlackRock Future Climate and Sustainable Economy ETF 1.1 70 -58 13.7 +5.1
IWM iShares Russell 2000 ETF 1.1 19 -7 3.6 -5.1
BULD Pacer BlueStar Engineering the Future ETF 1.1 60 -48 1.2 -7.5
BCDF Horizon Kinetics Blockchain Development ETF 1.1 85 -73 -0.7 -9.4
ARVR First Trust Indxx Metaverse ETF 1.1 70 -58 2.5 -6.2
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.1 60 -48 4.7 -4.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 -23 7.5 -1.2
METV Roundhill Ball Metaverse ETF 1.1 59 -47 3.4 -5.3
CLOU Global X Cloud Computing ETF 1.1 68 -56 2.1 -6.6
FDHT Fidelity Digital Health ETF 1.1 39 -27 -2.4 -11.1
GBUY Goldman Sachs Future Consumer Equity ETF 1.1 75 -63 3.1 -5.5
KROP Global X AgTech & Food Innovation ETF 1.1 50 -38 4.7 -4.0
KCAL Subversive Food Security ETF 1.1 75 -63 0.0 -8.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.1 78 -66 8.8 +0.2
FIXT Procure Disaster Recovery Strategy ETF 1.1 75 -63 5.7 -3.0
PSR Invesco Active U.S. Real Estate Fund 1.0 35 -23 7.8 -0.8
CRED Columbia Research Enhanced Real Estate ETF 1.0 33 -21 7.7 -1.0
RDOG ALPS REIT Dividend Dogs ETF 1.0 35 -23 17.1 +8.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 -17 7.4 -1.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.0 60 -48 -3.6 -12.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.0 60 -48 3.8 -4.8
FINX Global X FinTech ETF 1.0 68 -56 3.2 -5.5
TOLL Tema Monopolies and Oligopolies ETF 1.0 75 -63 2.6 -6.1
AVUV Avantis U.S. Small Cap Value ETF 0.9 25 -13 10.0 +1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 -8 6.7 -1.9
OCEN IQ Clean Oceans ETF 0.9 45 -33 5.3 -3.4
IVRA Invesco Real Assets ESG ETF 0.9 59 -47 7.1 -1.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.9 70 -58 10.6 +2.0
LRGE ClearBridge Large Cap Growth ESG ETF 0.9 59 -47 3.4 -5.3
VNSE Natixis Vaughan Nelson Select ETF 0.9 80 -68 3.2 -5.5
NURE Nuveen Short-Term REIT ETF 0.9 35 -23 5.9 -2.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.9 85 -73 4.9 -3.8
SOCL Global X Social Media ETF 0.9 65 -53 -5.8 -14.4
PJP Invesco Pharmaceuticals ETF 0.9 57 -45 7.4 -1.2
BITQ Bitwise Crypto Industry Innovators ETF 0.9 85 -73 -4.7 -13.3
GDOC Goldman Sachs Future Health Care Equity ETF 0.9 75 -63 3.2 -5.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.9 68 -56 1.1 -7.5
XPH SPDR S&P Pharmaceuticals ETF 0.9 35 -23 5.1 -3.6
IHE iShares U.S. Pharmaceuticals ETF 0.9 40 -28 8.3 -0.4
WDIV SPDR S&P Global Dividend ETF 0.8 40 -28 10.2 +1.6
TOKE Cambria Cannabis ETF 0.8 42 -30 -6.2 -14.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.8 35 -23 5.4 -3.2
DRIV Global X Autonomous & Electric Vehicles ETF 0.8 68 -56 3.4 -5.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -83 1.7 -7.0
TMFM Motley Fool Mid-Cap Growth ETF 0.8 85 -73 3.3 -5.3
VERS ProShares Metaverse ETF 0.8 58 -46 -8.3 -17.0
TMFG Motley Fool Global Opportunities ETF 0.8 85 -73 3.3 -5.4
AMZA InfraCap MLP ETF 0.8 164 -152 3.3 -5.4
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 -7 0.9 -7.7
PBE Invesco Biotechnology & Genome ETF 0.8 58 -46 0.7 -8.0
IBB iShares Biotechnology ETF 0.8 45 -33 0.9 -7.8
BBP Virtus LifeSci Biotech Products ETF 0.8 79 -67 -4.8 -13.4
IDNA iShares Genomics Immunology and Healthcare ETF 0.8 47 -35 -5.2 -13.8
FBT First Trust NYSE Arca Biotechnology Index Fund 0.8 56 -44 0.1 -8.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 30 -18 7.8 -0.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 0.8 65 -53 3.8 -4.9
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 -27 -3.5 -12.2
MOTO SmartETFs Smart Transportation & Technology ETF 0.8 68 -56 6.6 -2.1
VTWV Vanguard Russell 2000 Value ETF 0.8 15 -3 5.8 -2.9
IWN iShares Russell 2000 Value ETF 0.8 24 -12 5.6 -3.1
FDG American Century Focused Dynamic Growth ETF 0.8 45 -33 2.7 -6.0
WCLD WisdomTree Cloud Computing Fund 0.8 45 -33 1.5 -7.1
ONLN ProShares Online Retail ETF 0.7 58 -46 3.1 -5.6
SHLD Global X Defense Tech ETF 0.7 50 -38 4.8 -3.8
STXK Strive Small-Cap ETF 0.7 18 -6 5.5 -3.1
SFYF SoFi Social 50 ETF 0.7 29 -17 -2.6 -11.3
KBWD Invesco KBW High Dividend Yield Financial ETF 0.7 384 -372 8.5 -0.2
BOUT Innovator IBD Breakout Opportunities ETF 0.7 81 -69 2.9 -5.8
TEMP JPMorgan Climate Change Solutions ETF 0.7 49 -37 4.7 -4.0
MAKX ProShares S&P Kensho Smart Factories ETF 0.7 58 -46 0.4 -8.2
RSHO Tema American Reshoring ETF 0.7 75 -63 3.6 -5.0
EDOC Global X Telemedicine & Digital Health ETF Registered 0.7 68 -56 -5.5 -14.1
FFND Future Fund Active ETF 0.7 100 -88 0.3 -8.4
AOTG AOT Growth and Innovation ETF 0.7 75 -63 3.0 -5.6
WOOD iShares Global Timber & Forestry ETF 0.7 42 -30 9.6 +1.0
WISE Themes Generative Artificial Intelligence ETF 0.7 35 -23 2.1 -6.5
EMLP First Trust North American Energy Infrastructure Fund 0.6 95 -83 5.4 -3.3
AWAY ETFMG Travel Tech ETF 0.6 76 -64 -4.1 -12.8
GGRW Gabelli Growth Innovators ETF 0.6 90 -78 2.3 -6.4
SMOG VanEck Low Carbon Energy ETF 0.6 61 -49 3.0 -5.6
MGMT Ballast Small/Mid Cap ETF 0.6 110 -98 7.8 -0.8
ECLN First Trust EIP Carbon Impact ETF 0.6 96 -84 5.3 -3.4
AHOY Newday Ocean Health ETF 0.6 75 -63 5.6 -3.0
PIO Invesco Global Water ETF 0.6 75 -63 4.9 -3.8
EFRA iShares Environmental Infrastructure and Industrials ETF 0.6 47 -35 5.2 -3.4
FIW First Trust Water ETF 0.6 53 -41 4.5 -4.2
EBLU Ecofin Global Water ESG Fund 0.6 40 -28 3.9 -4.7
AQWA Global X Clean Water ETF 0.6 50 -38 4.3 -4.4
CGW Invesco S&P Global Water Index ETF 0.6 57 -45 3.8 -4.9
ERTH Invesco MSCI Sustainable Future ETF 0.6 62 -50 3.7 -5.0
PHO Invesco Water Resources ETF 0.6 60 -48 4.3 -4.4
RIET Hoya Capital High Dividend Yield ETF 0.6 50 -38 14.5 +5.8
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 0.6 75 -63 -35.0 -43.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.6 58 -46 -0.3 -9.0
IAT iShares U.S. Regional Banks ETF 0.5 40 -28 10.7 +2.0
SPAM Themes Cybersecurity ETF 0.5 35 -23 2.0 -6.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 -18 9.3 +0.6
RSPU Invesco S&P 500 Equal Weight Utilities ETF 0.5 40 -28 6.5 -2.2
IGF iShares Global Infrastructure ETF 0.5 41 -29 5.0 -3.7
JXI iShares Global Utilities ETF 0.5 43 -31 6.7 -2.0
CNRG SPDR S&P Kensho Clean Power ETF 0.5 45 -33 -7.5 -16.1
GII SPDR S&P Global Infrastructure ETF 0.5 40 -28 5.0 -3.7
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.5 46 -34 5.6 -3.1
XLU Utilities Select Sector SPDR Fund 0.5 9 3 6.3 -2.4
BUG Global X Cybersecurity ETF 0.5 51 -39 2.4 -6.3
IBLC iShares Blockchain and Tech ETF 0.5 47 -35 -1.0 -9.6
KOIN Capital Link Global Fintech Leaders ETF 0.5 75 -63 4.6 -4.0
FFTY Innovator IBD 50 ETF 0.5 80 -68 0.1 -8.6
OIH VanEck Oil Services ETF 0.5 35 -23 2.1 -6.6
PXJ Invesco Oil & Gas Services ETF 0.5 63 -51 2.8 -5.8
IEZ iShares U.S. Oil Equipment & Services ETF 0.5 40 -28 2.3 -6.4
XES SPDR S&P Oil & Gas Equipment & Services ETF 0.5 35 -23 -0.9 -9.6
MEDI Harbor Health Care ETF 0.5 80 -68 0.9 -7.8
GREI Goldman Sachs Future Real Estate and Infrastructure Equity E 0.5 75 -63 4.9 -3.8
JPRE JPMorgan Realty Income ETF 0.5 50 -38 6.9 -1.8
BLDG Cambria Global Real Estate ETF 0.5 60 -48 9.4 +0.7
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 -8 -7.8 -16.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -48 1.2 -7.4
MINV Matthews Asia Innovators Active ETF 0.4 79 -67 2.8 -5.8
CBSE Clough Select Equity ETF 0.4 85 -73 -2.3 -10.9
TINY ProShares Nanotechnology ETF 0.4 58 -46 1.9 -6.8
REZ iShares Residential and Multisector Real Estate ETF 0.4 48 -36 6.3 -2.4
HAUS Residential REIT ETF 0.4 60 -48 6.0 -2.7
REAI Intelligent Real Estate ETF 0.4 59 -47 7.4 -1.3
ROOF IQ CBRE NextGen Real Estate ETF 0.4 60 -48 7.9 -0.7
ROYA Tema Global Royalties ETF 0.4 75 -63 4.6 -4.1
FMET Fidelity Metaverse ETF 0.4 39 -27 4.4 -4.3
ARKW ARK Next Generation Internet ETF 0.4 87 -75 -2.9 -11.6
SMCP AlphaMark Actively Managed Small Cap ETF 0.4 90 -78 6.8 -1.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.4 39 -27 -1.3 -10.0
FPRO Fidelity Real Estate Investment ETF 0.4 59 -47 6.1 -2.6
JRE Janus Henderson U.S. Real Estate ETF 0.4 65 -53 6.4 -2.3
BBH VanEck Biotech ETF 0.4 35 -23 5.2 -3.5
GNOM Global X Genomics & Biotechnology ETF 0.4 50 -38 -5.4 -14.1
ROSC Hartford Multifactor Small Cap ETF 0.4 34 -22 10.1 +1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 8 5.7 -2.9
CLNR IQ Cleaner Transport ETF 0.4 45 -33 8.3 -0.4
EATZ AdvisorShares Restaurant ETF 0.4 101 -89 2.7 -6.0
SVAL iShares US Small Cap Value Factor ETF 0.3 20 -8 11.4 +2.8
DIHP Dimensional International High Profitability ETF 0.3 29 -17 6.9 -1.8
DTCR Global X Data Center & Digital Infrastructure ETF 0.3 50 -38 2.7 -6.0
WCBR WisdomTree Cybersecurity Fund 0.3 45 -33 1.9 -6.8
ARKF ARK Fintech Innovation ETF 0.3 75 -63 -2.2 -10.9
JFWD Jacob Forward ETF 0.3 75 -63 0.0 -8.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.3 69 -57 -1.2 -9.9
DARP Grizzle Growth ETF 0.3 75 -63 3.2 -5.5
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.3 85 -73 -0.9 -9.5
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 -35 -5.3 -14.0
TEQI T. Rowe Price Equity Income ETF 0.2 54 -42 4.1 -4.6
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -40 7.6 -1.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.1 42 -30 7.5 -1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 -23 7.6 -1.1
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -38 4.9 -3.8
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -40 4.2 -4.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -45 3.6 -5.1
VEA Vanguard FTSE Developed Markets ETF 0.0 5 7 7.0 -1.7
VGK Vanguard FTSE Europe ETF 0.0 11 1 6.8 -1.8
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 -13 5.4 -3.2
ARB AltShares Merger Arbitrage ETF -6.8 77 -65 -0.2 -8.8

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 20.5 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 12 bp
Equals: ALTAR Score 8.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.63 CATEGORY
AVERAGE
1.55
 
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.