State Street SPDR S&P Biotech ETF
ALTAR
Score™		 -2.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -19.4x P/Sales
ratio		 8.0x
P/BV
ratio		 16.0x Div.
yield		 -0.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Biotech ETF seeks to replicate the performance of the S&P Biotechnology Select Industry Index, an equal-weighed index. The Index tracks all the US common stocks listed on the NYSE, Ame

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jan 31, 2006
Assets (mns) $7,198
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 137
Wgt avg mkt cap (mns) $19,132
Large cap (>$10bn) 34.2%
Mid cap ($2-10bn) 39.4%
Small cap (<$2bn) 25.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MODERNA, INC. 2.3 %
ROIVANT SCIENCES LTD. 1.8 %
ARCELLX, INC. 1.7 %
VAXCYTE, INC. 1.6 %
REVOLUTION MEDICINES, INC. 1.6 %
AMICUS THERAPEUTICS INC 1.6 %
GILEAD SCIENCES INC 1.5 %
CG ONCOLOGY, INC. 1.5 %
AMGEN INC 1.5 %
PRAXIS PRECISION MEDICINES I 1.5 %
Total 16.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.7 %
BRITAIN 1.8 %
IRELAND 1.4 %
SWITZERLAND 1.1 %
NETHERLANDS 0.6 %
CANADA 0.1 %





HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
4.5% 44.1% -2.8% 10.4% 11.1%

Market Correlations
versus... Beta R-squared
S&P500 0.87 36%
MSCI EAFE 0.95 31%
MSCI Emg. Mkts. 0.77 25%

Technical Indicators
Recent close $120.31
30d moving avg. $125.02
Annualized volatility 25.4%
Short interest (ETF) 112.5%
Short interest (Underlying) 11.3%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 9,913
Turnover 16.6%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $6,517

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 potential alternatives to the State Street SPDR S&P Biotech ETF ETF based on the alternatives' overlap in portfolio holdings with XBI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XBI Expense: 35 bp ALTAR Score™: -2.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XBI
Ticker Fund
Name		 Overlap1
vs XBI
(%)		 Expense
ratio
(bp)		 Savings
vs XBI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XBI
(%)
IBB iShares Biotechnology ETF 40.6 45 -10 -0.5 +2.0
IBBQ Invesco Nasdaq Biotechnology ETF 36.8 19 16 0.3 +2.8
WDNA WisdomTree BioRevolution Fund 33.9 45 -10 -2.4 +0.0
BBC Virtus LifeSci Biotech Clinical Trials ETF 32.6 79 -44 0.0 +2.5
SBIO ALPS Medical Breakthroughs ETF 27.8 50 -15 0.0 +2.5
CANC Tema Oncology ETF 25.2 75 -40 -2.6 -0.1
FBT First Trust NYSE Arca Biotechnology Index Fund 25.1 56 -21 2.9 +5.4
PBE Invesco Biotechnology & Genome ETF 23.7 58 -23 2.0 +4.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 23.4 60 -25 7.2 +9.7
BMED Future Health ETF 23.3 85 -50 1.3 +3.7
HELX Franklin Genomic Advancements ETF 21.6 50 -15 -1.5 +1.0
FXH First Trust Health Care AlphaDEX Fund 21.2 62 -27 5.2 +7.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 20.4 60 -25 -1.8 +0.7
IDNA iShares Genomics Immunology and Healthcare ETF 19.5 47 -12 -0.3 +2.2
BBH VanEck Biotech ETF 18.5 35 0 5.4 +7.9
HRTS Tema Heart & Health ETF 18.0 75 -40 3.0 +5.5
GNOM Global X Genomics & Biotechnology ETF 17.5 50 -15 -3.0 -0.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 14.6 68 -33 2.7 +5.1
VHT Vanguard Health Care ETF 14.3 9 26 5.3 +7.8
FHLC Fidelity MSCI Health Care Index ETF 14.1 8 27 5.6 +8.0
FMED Fidelity Disruptive Medicine ETF 13.7 50 -15 -1.2 +1.2
GURU Global X Guru Index ETF 13.0 75 -40 2.7 +5.2
AGNG Global X Aging Population ETF 12.5 50 -15 4.3 +6.8
GDOC Goldman Sachs Future Health Care Equity ETF 12.5 75 -40 1.0 +3.5
MEDI Harbor Health Care ETF 12.3 80 -45 -1.4 +1.1
IYH iShares U.S. Healthcare ETF 12.1 40 -5 6.0 +8.5
IBRN iShares Neuroscience and Healthcare ETF 12.0 47 -12 0.0 +2.5
PSCH Invesco S&P SmallCap Health Care ETF 11.7 29 6 2.8 +5.2
LFSC F/m Emerald Life Sciences Innovation ETF 11.7 79 -44 0.0 +2.5
MEDX Horizon Kinetics Medical ETF 11.6 85 -50 1.6 +4.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 11.4 49 -14 5.0 +7.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.3 40 -5 7.6 +10.1
PINK Simplify Health Care ETF 11.2 50 -15 1.0 +3.5
IWO iShares Russell 2000 Growth ETF 10.5 24 11 0.6 +3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 9.3 95 -60 -0.5 +2.0
PJP Invesco Pharmaceuticals ETF 9.3 57 -22 7.5 +10.0
AVIE Avantis  Inflation Focused Equity ETF 9.2 25 10 6.2 +8.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 9.1 70 -35 2.3 +4.8
VBK Vanguard Small-Cap Growth ETF 9.0 7 28 1.4 +3.9
IWC iShares Micro-Cap ETF 8.9 60 -25 -1.5 +1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 8.9 71 -36 -0.6 +1.9
JDOC JPMorgan Healthcare Leaders ETF 8.5 65 -30 3.7 +6.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 8.3 30 5 4.3 +6.8
VTWG Vanguard Russell 2000 Growth ETF 8.2 10 25 0.8 +3.2
ARKG ARK Genomic Revolution ETF 8.2 75 -40 -2.0 +0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 8.1 15 20 4.6 +7.0
XLV Health Care Select Sector SPDR 8.0 8 27 6.8 +9.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7.9 9 26 4.3 +6.7
JSML Janus Henderson Small Cap Growth Alpha ETF 7.7 30 5 3.2 +5.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.6 60 -25 4.2 +6.7
ISCG iShares Morningstar Small-Cap Growth ETF 7.6 6 29 3.0 +5.5
RSSL Global X Russell 2000 ETF 7.6 8 27 3.1 +5.6
TAX Cambria Tax Aware ETF 7.5 49 -14 4.6 +7.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 7.5 35 0 3.5 +6.0
IWM iShares Russell 2000 ETF 7.5 19 16 3.0 +5.5
THNR Amplify Weight Loss Drug & Treatment ETF 7.4 59 -24 5.9 +8.4
IXJ iShares Global Healthcare ETF 7.4 42 -7 6.4 +8.9
QQQS Invesco NASDAQ Future Gen 200 ETF 7.3 20 15 -4.5 -2.0
RNSC Furst Trust Small Cap US Equity Select ETF 7.1 60 -25 4.7 +7.1
ETHO Etho Climate Leadership U.S. ETF 7.0 47 -12 4.9 +7.4
ABOT Abacus FCF Innovation Leaders ETF 6.9 69 -34 4.1 +6.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 6.8 10 25 4.1 +6.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.7 20 15 4.4 +6.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.7 64 -29 1.5 +4.0
SMLF iShares U.S. SmallCap Equity Factor ETF 6.7 15 20 5.5 +8.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.7 58 -23 3.5 +6.0
OZEM Roundhill GLP-1 & Weight Loss ETF 6.6 59 -24 5.4 +7.9
STXK Strive Small-Cap ETF 6.6 18 17 5.7 +8.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 6.6 35 0 4.9 +7.4
LST Leuthold Select Industries ETF 6.5 91 -56 5.5 +8.0
VTWO Vanguard Russell 2000 ETF 6.5 7 28 3.2 +5.6
CALF Pacer US Small Cap Cash Cows 100 ETF 6.3 59 -24 9.9 +12.4
VXF Vanguard Extended Market ETF 6.3 5 30 4.2 +6.7
FESM Fidelity Enhanced Small Cap ETF 6.1 28 7 2.7 +5.2
ARKK ARK Innovation ETF 6.1 75 -40 -3.2 -0.7
TMFX Motley Fool Next Index ETF 6.1 50 -15 3.2 +5.7
HAPS Harbor Human Capital Factor US Small Cap ETF 6.1 60 -25 4.0 +6.4
BUL Pacer US Cash Cows Growth ETF 6.0 60 -25 3.6 +6.1
RND First Trust Bloomberg R&D Leaders ETF 5.9 60 -25 2.7 +5.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.9 35 0 3.9 +6.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 5.8 15 20 4.2 +6.7
IJT iShares S&P Small-Cap 600 Growth ETF 5.8 18 17 4.2 +6.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 5.7 15 20 5.6 +8.1
FSGS First Trust SMID Growth Strength ETF 5.7 60 -25 5.1 +7.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.7 49 -14 8.8 +11.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.7 49 -14 3.8 +6.3
ISCB iShares Morningstar Small-Cap ETF 5.7 4 31 6.0 +8.4
COWZ Pacer US Cash Cows 100 ETF 5.6 49 -14 7.8 +10.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 5.6 49 -14 7.8 +10.3
RNIN Bushido Capital US SMID Cap Equity ETF 5.6 70 -35 11.7 +14.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 5.6 20 15 4.6 +7.1
NIXT Research Affiliates Deletions ETF 5.5 9 26 7.6 +10.0
BKSE BNY Mellon US Small Cap Core Equity ETF 5.5 4 31 5.8 +8.3
TMAT Main Thematic Innovation ETF 5.5 164 -129 -2.0 +0.5
GINN Goldman Sachs Innovate Equity ETF 5.5 52 -17 4.2 +6.6
XT iShares Exponential Technologies ETF 5.4 46 -11 4.5 +7.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.4 20 15 5.9 +8.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 5.3 39 -4 2.6 +5.1
FFOX FundX Future Fund Opportunities ETF 5.2 100 -65 2.6 +5.1
MODL VictoryShares WestEnd U.S. Sector ETF 5.2 42 -7 4.4 +6.9
MFMO Motley Fool Momentum Factor ETF 5.2 50 -15 2.4 +4.9
NUSC Nuveen ESG Small-Cap ETF 5.2 31 4 5.5 +7.9
DFNV Donoghue Forlines Innovation ETF 5.1 69 -34 4.2 +6.7
SPIT F/m Emerald Special Situations ETF 5.1 105 -70 -0.6 +1.8
SCHA Schwab U.S. Small-Cap ETF 5.1 4 31 5.0 +7.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.1 60 -25 -1.0 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 5.0 13 22 1.9 +4.4
QGRO American Century U.S. Quality Growth ETF 5.0 29 6 4.1 +6.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 5.0 35 0 6.8 +9.3
PSC Principal U.S. Small-Cap ETF 5.0 38 -3 4.2 +6.6
STXM Strive Mid-Cap ETF 4.8 18 17 5.8 +8.3
SAGP Strategas Global Policy Opportunities ETF 4.8 65 -30 5.0 +7.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 4.8 60 -25 3.9 +6.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.8 40 -5 3.7 +6.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.8 17 18 5.5 +8.0
AFMC First Trust Active Factor Mid Cap ETF 4.7 65 -30 7.8 +10.3
IJK iShares S&P Mid-Cap 400 Growth ETF 4.7 17 18 4.5 +6.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.7 15 20 4.5 +7.0
VB Vanguard Small-Cap ETF 4.7 5 30 5.7 +8.2
AFSM First Trust Active Factor Small Cap ETF 4.7 75 -40 6.7 +9.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.7 49 -14 5.4 +7.9
FNX First Trust Mid Cap Core AlphaDEX Fund 4.7 60 -25 6.8 +9.3
SMOX Horizon Small/Mid Cap Core Equity ETF 4.7 75 -40 5.9 +8.4
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 20 5.3 +7.8
SDG iShares MSCI Global Sustainable Development Goals ETF 4.6 49 -14 5.0 +7.4
BRIF FIS Bright Portfolios Focused Equity ETF 4.6 65 -30 3.9 +6.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.6 20 15 0.9 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.6 7 28 5.9 +8.3
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 12 3.0 +5.4
MFIG Motley Fool Innovative Growth Factor ETF 4.6 50 -15 3.0 +5.5
LGCF Themes US Cash Flow Champions ETF 4.5 30 5 7.5 +10.0
SPMV Invesco S&P 500 Minimum Variance ETF 4.5 10 25 5.1 +7.6
FLRG Fidelity U.S. Multifactor ETF 4.5 15 20 6.3 +8.7
DSTL Distillate US Fundamental Stability & Value ETF 4.4 39 -4 7.9 +10.4
MFVL Motley Fool Value Factor ETF 4.4 50 -15 5.8 +8.3
IWN iShares Russell 2000 Value ETF 4.4 24 11 5.5 +7.9
VTWV Vanguard Russell 2000 Value ETF 4.4 10 25 5.6 +8.1
OPTZ Optimize Strategy Index ETF 4.4 50 -15 4.2 +6.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.3 20 15 4.5 +7.0
CRTC Xtrackers US National Critical Technologies ETF 4.3 35 0 4.4 +6.9
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 -24 2.1 +4.5
DIVN Horizon Dividend Income ETF 4.3 70 -35 6.7 +9.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.2 10 25 4.5 +7.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 4.2 59 -24 5.1 +7.6
FCPI Fidelity Stocks for Inflation ETF 4.2 15 20 6.3 +8.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.2 25 10 12.1 +14.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.2 29 6 6.1 +8.6
HYP Golden Eagle Dynamic Hypergrowth ETF 4.2 85 -50 -0.8 +1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 4.2 80 -45 3.8 +6.3
SMRI Bushido Capital US Equity ETF 4.1 71 -36 8.6 +11.1
ISMD Inspire Small/Mid Cap ETF 4.1 54 -19 6.0 +8.5
USCF Themes US Cash Flow Champions ETF 4.1 29 6 7.9 +10.4
KONG Formidable Fortress ETF 4.1 89 -54 5.4 +7.8
JGRO JPMorgan Active Growth ETF 4.1 44 -9 2.7 +5.1
DUHP Dimensional US High Profitability ETF 4.1 21 14 5.5 +7.9
WOMN Impact Shares YWCA Women's Empowerment ETF 4.1 75 -40 5.1 +7.6
FYX First Trust Small Cap Core AlphaDEX Fund 4.0 61 -26 6.2 +8.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 4.0 35 0 7.0 +9.5
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 4.0 75 -40 2.3 +4.8
BFOR ALPS Barron's 400 ETF 4.0 65 -30 5.4 +7.8
SCHM Schwab U.S. Mid-Cap ETF 4.0 4 31 6.5 +8.9
AVSC Avantis U.S Small Cap Equity ETF 4.0 25 10 5.3 +7.7
GRPM Invesco S&P MidCap 400 GARP ETF 4.0 35 0 7.3 +9.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 31 6.0 +8.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.9 49 -14 4.1 +6.6
VFLO VictoryShares Free Cash Flow ETF 3.9 39 -4 8.2 +10.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.9 49 -14 5.4 +7.9
ABFL Abacus FCF Leaders ETF 3.9 59 -24 4.1 +6.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.9 30 5 7.8 +10.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.8 18 17 5.3 +7.8
XMHQ Invesco S&P MidCap Quality ETF 3.8 25 10 6.3 +8.8
ISCV iShares Morningstar Small Cap Value ETF 3.8 6 29 8.6 +11.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.8 60 -25 7.1 +9.6
FTGS First Trust Growth Strength ETF 3.7 60 -25 3.8 +6.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 -25 10.2 +12.7
XSHQ Invesco S&P SmallCap Quality ETF 3.7 29 6 7.4 +9.9
SNPV Xtrackers S&P 500 Value ESG ETF 3.6 15 20 5.8 +8.3
DGRO iShares Core Dividend Growth ETF 3.6 8 27 5.9 +8.4
VFMF Vanguard U.S. Multifactor ETF 3.6 18 17 7.3 +9.7
MGV Vanguard Mega Cap Value ETF 3.6 7 28 5.8 +8.3
MNZL Manzil Russell Halal USA Broad MarketETF 3.6 40 -5 4.3 +6.8
VIOO Vanguard S&P Small-Cap 600 ETF 3.6 7 28 7.0 +9.5
SGLC SGI U.S. Large Cap Core ETF 3.6 85 -50 4.2 +6.6
PSIL AdvisorShares Psychedelics ETF 3.6 99 -64 -1.7 +0.8
FELG Fidelity Enhanced Large Cap Growth ETF 3.5 18 17 3.6 +6.1
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -65 3.0 +5.5
STXV Strive 1000 Value ETF 3.5 18 17 7.2 +9.7
TTAC FCF US Quality ETF 3.5 59 -24 5.3 +7.8
VSLU Applied Finance Valuation Large Cap ETF 3.5 49 -14 5.2 +7.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 3.4 40 -5 4.4 +6.9
VAMO Cambria Value & Momentum ETF 3.4 61 -26 5.3 +7.7
VFVA Vanguard U.S. Value Factor ETF 3.4 13 22 10.2 +12.6
JAVA JPMorgan Active Value ETF 3.4 44 -9 5.9 +8.4
GQQQ Astoria US Quality Growth Kings ETF 3.4 35 0 3.8 +6.3
CGDV Capital Group Dividend Value ETF 3.4 33 2 4.2 +6.7
VUSG Vanguard Wellington U.S. Growth Active ETF 3.4 35 0 2.7 +5.2
QLV FlexShares US Quality Low Volatility Index Fund 3.3 22 13 5.2 +7.7
PRXV Praxis Impact Large Cap Value ETF 3.3 36 -1 6.0 +8.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.3 35 0 7.2 +9.7
DGRW WisdomTree US Quality Dividend Growth Fund 3.3 28 7 5.3 +7.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.3 38 -3 7.2 +9.6
FDMO Fidelity Momentum Factor ETF 3.3 15 20 2.8 +5.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.3 60 -25 6.4 +8.9
PY Principal Value ETF 3.2 15 20 7.4 +9.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 23 3.8 +6.3
RAFE PIMCO RAFI ESG U.S. ETF 3.2 29 6 6.9 +9.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.2 35 0 6.6 +9.0
SIXL ETC 6 Meridian Low Beta Equity ETF 3.2 80 -45 6.0 +8.5
ILCV iShares Morningstar Value ETF 3.2 4 31 5.7 +8.2
VTV Vanguard Value ETF 3.2 4 31 6.2 +8.7
DLN WisdomTree U.S. LargeCap Dividend Fund 3.2 28 7 5.8 +8.2
XSMO Invesco S&P SmallCap Momentum ETF 3.2 39 -4 4.2 +6.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.2 79 -44 4.7 +7.2
SIXS ETC 6 Meridian Small Cap Equity ETF 3.2 89 -54 8.5 +11.0
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 -7 4.0 +6.5
FFND Future Fund Active ETF 3.1 100 -65 4.7 +7.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.1 3 32 7.2 +9.6
IJR iShares Core S&P Small Cap ETF 3.1 6 29 7.1 +9.6
XJR iShares ESG Screened S&P Small-Cap ETF 3.1 12 23 7.0 +9.5
MDY SPDR S&P Midcap 400 ETF Trust 3.1 23 12 6.5 +8.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 23 3.7 +6.2
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 10 5.8 +8.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.1 60 -25 7.4 +9.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.1 15 20 7.5 +9.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.1 65 -30 5.1 +7.6
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 -2 5.8 +8.2
XJH iShares ESG Screened S&P Mid-Cap ETF 3.0 12 23 6.5 +9.0
DSI iShares MSCI KLD 400 Social ETF 3.0 25 10 4.6 +7.1
DFAS Dimensional U.S. Small Cap ETF 3.0 26 9 6.2 +8.6
FDWM Fidelity Women's Leadership ETF 3.0 59 -24 3.7 +6.2
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -7 6.6 +9.1
DURA VanEck Durable High Dividend ETF 3.0 29 6 6.5 +8.9
QDIV Global X S&P 500 Quality Dividend ETF 3.0 20 15 8.1 +10.6
TBG TBG Dividend Focus ETF 3.0 59 -24 6.5 +9.0
USMF WisdomTree U.S. Multifactor Fund 3.0 28 7 6.7 +9.2
FFF Founders 100 ETF 3.0 75 -40 2.8 +5.3
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 -24 5.4 +7.9
DEW WisdomTree Global High Dividend Fund 3.0 58 -23 7.6 +10.1
VFQY Vanguard U.S. Quality Factor ETF 3.0 13 22 6.0 +8.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.0 39 -4 4.0 +6.5
CHGX AXS Change Finance ESG ETF 3.0 49 -14 5.0 +7.5
WSML iShares MSCI World Small-Cap ETF 3.0 15 20 6.0 +8.4
DTD WisdomTree U.S. Total Dividend Fund 3.0 28 7 6.1 +8.5
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 17 6.0 +8.5
VUSE Vident U.S. Equity Strategy ETF 2.9 50 -15 4.0 +6.5
ROSC Hartford Multifactor Small Cap ETF 2.9 34 1 7.9 +10.4
VYM Vanguard High Dividend Yield Index ETF 2.9 6 29 6.5 +8.9
ONEQ Fidelity Nasdaq Composite Index ETF 2.9 21 14 3.3 +5.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.9 25 10 8.7 +11.2
GVLU Gotham 1000 Value ETF 2.9 50 -15 8.7 +11.1
QTOP iShares Nasdaq Top 30 Stocks ETF 2.9 20 15 3.2 +5.7
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 31 6.1 +8.5
IWF iShares Russell 1000 Growth ETF 2.9 19 16 3.7 +6.2
VONG Vanguard Russell 1000 Growth ETF 2.9 7 28 3.8 +6.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.9 3 32 6.7 +9.1
IJH iShares Core S&P Mid-Cap ETF 2.9 5 30 6.6 +9.1
RFFC ALPS Active Equity Opportunity ETF 2.9 48 -13 4.0 +6.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.9 20 15 6.1 +8.6
TOLL Tema Durable Quality ETF 2.9 75 -40 4.4 +6.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.8 35 0 4.8 +7.2
KRMA Global X Conscious Companies ETF 2.8 43 -8 5.7 +8.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.8 20 15 5.0 +7.4
FELC Fidelity Enhanced Large Cap Core ETF 2.8 18 17 4.8 +7.3
ACWV iShares MSCI Global Min Vol Factor ETF 2.8 20 15 5.8 +8.3
CGGR Capital Group Growth ETF 2.8 39 -4 2.8 +5.2
ROE Astoria US Quality Kings ETF 2.8 49 -14 5.9 +8.4
SFY SoFi Select 500 ETF 2.8 0 35 4.2 +6.6
FDLS Inspire Fidelis Multi Factor ETF 2.8 76 -41 3.7 +6.1
JEPI JPMorgan Equity Premium Income ETF 2.8 35 0 4.9 +7.4
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 20 7.3 +9.7
HGRO Hedgeye Quality Growth ETF 2.8 70 -35 3.6 +6.1
FTCS First Trust Capital Strength ETF 2.8 55 -20 5.5 +8.0
HDV iShares Core High Dividend ETF 2.8 8 27 6.1 +8.5
NUDV Nuveen ESG Dividend ETF 2.8 26 9 6.4 +8.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.8 80 -45 5.9 +8.3
UDI USCF Dividend Income Fund 2.8 65 -30 7.0 +9.5
LOWV AB US Low Volatility Equity ETF 2.8 48 -13 4.6 +7.1
TMFC Motley Fool 100 Index ETF 2.7 50 -15 3.3 +5.8
SCHD Schwab US Dividend Equity ETF 2.7 6 29 8.4 +10.9
DIVL Madison Dividend Value ETF 2.7 65 -30 4.9 +7.4
FQAL Fidelity Quality Factor ETF 2.7 15 20 5.1 +7.6
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 23 5.4 +7.9
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 4.6 +7.1
GLRY Inspire Faithward Mid Cap Momentum ETF 2.7 80 -45 4.0 +6.5
QVAL Alpha Architect US Quantitative Value ETF 2.7 39 -4 10.1 +12.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.7 15 20 5.0 +7.5
FDLO Fidelity Low Volatility Factor ETF 2.7 15 20 5.1 +7.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.7 8 27 4.8 +7.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.7 24 11 6.6 +9.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 2.7 65 -30 0.6 +3.1
DFVX Dimensional US Large Cap Vector ETF 2.7 22 13 5.6 +8.1
AVSU Avantis Responsible U.S. Equity ETF 2.7 15 20 5.6 +8.0
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 -27 1.7 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 16 5.2 +7.6
PWV Invesco Large Cap Value ETF 2.6 55 -20 6.7 +9.2
HART IQ Healthy Hearts ETF 2.6 45 -10 5.7 +8.1
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 7 28 6.6 +9.1
OEI Optimized Equity Income ETF 2.6 75 -40 3.6 +6.1
QQQ Invesco QQQ Trust Series I 2.6 20 15 3.7 +6.2
FDG American Century Focused Dynamic Growth ETF 2.6 45 -10 2.0 +4.4
QQQM Invesco NASDAQ 100 ETF 2.6 15 20 3.7 +6.2
DBSC Deepwater Beachfront Small Cap ETF 2.6 85 -50 1.4 +3.8
VALQ American Century U.S. Quality Value ETF 2.6 29 6 7.3 +9.8
IWY iShares Russell Top 200 Growth ETF 2.6 20 15 3.9 +6.3
AZTD Aztlan Global Stock Selection DM SMID ETF 2.6 75 -40 4.6 +7.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.6 30 5 9.0 +11.5
QQMG Invesco ESG NASDAQ 100 ETF 2.6 20 15 3.7 +6.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.6 15 20 7.0 +9.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.6 29 6 7.3 +9.8
DIVE Dana Concentrated Dividend ETF 2.6 65 -30 7.3 +9.8
SPXT ProShares S&P 500 Ex-Technology ETF 2.6 9 26 5.1 +7.6
CHRI Global X S&P 500 Christian Values ETF 2.6 29 6 4.4 +6.8
WCEO Hypatia Women CEO ETF 2.5 85 -50 5.3 +7.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.2 +9.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.5 5 30 8.0 +10.5
CVAR Cultivar ETF 2.5 87 -52 7.3 +9.7
ENHU iShares Enhanced Large Cap Core Active ETF 2.5 22 13 4.5 +7.0
LRGF iShares U.S. Equity Factor ETF 2.5 8 27 5.1 +7.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 28 4.8 +7.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.7 +7.2
STXD Strive 1000 Dividend Growth ETF 2.4 35 0 4.7 +7.2
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 26 5.9 +8.4
GDIV Harbor Dividend Growth Leaders ETF 2.4 50 -15 4.4 +6.8
SUSA iShares MSCI USA ESG Select ETF 2.4 25 10 4.4 +6.9
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 9 5.6 +8.1
QDF FlexShares Quality Dividend Index Fund 2.4 37 -2 5.8 +8.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -14 8.4 +10.8
ROUS Hartford Multifactor US Equity ETF 2.4 19 16 5.8 +8.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 4.6 +7.0
CGGO Capital Group Global Growth Equity ETF 2.4 47 -12 4.7 +7.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.4 10 25 4.7 +7.2
CGUS Capital Group Core Equity ETF 2.4 33 2 3.9 +6.4
ASCE Allspring SMID Core ETF 2.4 38 -3 3.4 +5.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.4 15 20 5.3 +7.8
SIZE iShares MSCI USA Size Factor ETF 2.4 15 20 5.9 +8.4
QUVU Hartford Quality Value ETF 2.4 46 -11 6.0 +8.5
LGRO Level Four Large Cap Growth Active ETF 2.4 55 -20 4.1 +6.6
VTI Vanguard Total Stock Market ETF 2.4 3 32 4.5 +7.0
EZM WisdomTree U.S. MidCap Fund 2.4 38 -3 8.7 +11.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 -14 7.1 +9.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 32 4.6 +7.0
SAMM Strategas Macro Momentum ETF 2.3 66 -31 3.9 +6.4
FPX First Trust US Equity Opportunities ETF 2.3 61 -26 1.0 +3.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -21 7.5 +10.0
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 17 5.1 +7.6
INCE Franklin Income Equity Focus ETF 2.3 29 6 5.5 +7.9
IWV iShares Russell 3000 ETF 2.3 20 15 4.4 +6.9
SMOT VanEck Morningstar SMID Moat ETF 2.3 49 -14 6.9 +9.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 15 6.5 +8.9
VTHR Vanguard Russell 3000 ETF 2.3 7 28 4.5 +7.0
IWR iShares Russell Midcap ETF 2.3 19 16 5.8 +8.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.3 20 15 7.7 +10.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 10 5.4 +7.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.3 12 23 7.5 +10.0
SSPY Syntax Stratified LargeCap ETF 2.3 30 5 6.4 +8.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.3 30 5 4.5 +6.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 31 4 1.9 +4.4
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -7 5.9 +8.4
ECML Euclidean Fundamental Value ETF 2.2 95 -60 9.6 +12.1
DGT State Street SPDR Global Dow ETF 2.2 50 -15 6.2 +8.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.2 12 23 3.9 +6.4
SHRY First Trust Bloomberg Shareholder Yield ETF 2.2 60 -25 8.5 +11.0
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 17 4.8 +7.3
VOOV Vanguard S&P 500 Value ETF 2.2 7 28 6.0 +8.5
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 20 6.4 +8.8
IVE iShares S&P 500 Value ETF 2.2 18 17 5.9 +8.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 31 6.0 +8.5
AVMV Avantis U.S. Mid Cap Value ETF 2.2 20 15 7.8 +10.2
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 4.6 +7.1
TOPC iShares S&P 500 3% Capped ETF 2.2 15 20 4.8 +7.3
NULC Nuveen ESG Large-Cap ETF 2.2 21 14 4.4 +6.9
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 25 4.8 +7.2
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.6 +7.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 45 -10 4.0 +6.5
DIVB iShares Core Dividend ETF 2.2 5 30 7.8 +10.3
FLDZ RiverNorth Patriot ETF 2.2 75 -40 5.9 +8.4
VIG Vanguard Dividend Appreciation ETF 2.2 5 30 5.2 +7.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 17 18 5.1 +7.6
ITAN Sparkline Intangible Value ETF 2.2 50 -15 6.7 +9.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.2 75 -40 3.6 +6.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 39 -4 1.3 +3.8
DFUS Dimensional U.S. Equity ETF 2.1 9 26 4.5 +7.0
IUSV iShares Core S&P US Value ETF 2.1 4 31 6.2 +8.7
DCOR Dimensional US Core Equity 1 ETF 2.1 14 21 5.0 +7.5
AVUQ Avantis U.S. Quality ETF 2.1 15 20 3.9 +6.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.1 65 -30 5.4 +7.8
EBI Longview Advantage ETF 2.1 35 0 6.5 +9.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.1 15 20 6.7 +9.1
FNDX Schwab Fundamental US Large Co. Index ETF 2.1 25 10 6.8 +9.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 6 4.4 +6.9
DXUV Dimensional US Vector Equity ETF 2.1 28 7 5.7 +8.2
SFGV Sequoia Global Value ETF 2.1 23 12 7.6 +10.1
DFAU Dimensional US Core Equity Market ETF 2.1 12 23 4.7 +7.2
MGC Vanguard Mega Cap ETF 2.1 7 28 4.3 +6.8
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 -15 6.1 +8.6
DIVG Invesco S&P 500 High Dividend Growers ETF 2.1 39 -4 7.8 +10.3
VONE Vanguard Russell 1000 ETF 2.1 7 28 4.6 +7.1
IWB iShares Russell 1000 ETF 2.1 15 20 4.6 +7.0
PRF Invesco FTSE RAFI US 1000 ETF 2.1 34 1 6.2 +8.7
SMMD iShares Russell 2500 ETF 2.0 15 20 6.2 +8.7
SCHK Schwab 1000 Index ETF 2.0 5 30 4.7 +7.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.0 55 -20 3.5 +6.0
CFA VictoryShares US 500 Volatility Wtd ETF 2.0 35 0 5.6 +8.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.0 40 -5 5.5 +8.0
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.5 +7.0
STOX Horizon Core Equity ETF 2.0 70 -35 4.0 +6.4
MID American Century Mid Cap Growth Impact ETF 2.0 45 -10 3.1 +5.6
XVV iShares ESG Screened S&P 500 ETF 2.0 8 27 4.6 +7.0
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 10 6.8 +9.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.0 20 15 6.6 +9.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.0 15 20 7.4 +9.9
IWL iShares Russell Top 200 ETF 2.0 15 20 4.3 +6.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 17 4.3 +6.8
SCHX Schwab U.S. Large-Cap ETF 2.0 3 32 4.7 +7.1
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 17 6.5 +8.9
SUSL iShares ESG MSCI USA Leaders ETF 2.0 10 25 4.6 +7.1
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 29 7.5 +9.9
CGDG Capital Group Dividend Growers ETF 2.0 47 -12 5.4 +7.9
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 2.8 +5.3
SFTY Horizon Managed Risk ETF 2.0 77 -42 3.8 +6.3
STRV Strive 500 ETF 2.0 5 30 4.5 +7.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.0 9 26 4.4 +6.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 24 4.5 +7.0
TPSC Timothy Plan US Small Cap Core ETF 2.0 52 -17 7.2 +9.6
RECS Columbia Research Enhanced Core ETF 2.0 15 20 5.8 +8.2
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 32 4.5 +7.0
FMDE Fidelity Enhanced Mid Cap ETF 1.9 23 12 5.9 +8.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.9 9 26 5.6 +8.0
GXLC Global X U.S. 500 ETF 1.9 2 33 4.5 +7.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -40 6.7 +9.2
SNPG Xtrackers S&P 500 Growth ESG ETF 1.9 15 20 4.3 +6.8
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 18 6.9 +9.3
ULVM VictoryShares US Value Momentum ETF 1.9 20 15 6.7 +9.1
EPS WisdomTree U.S. LargeCap Fund 1.9 8 27 5.2 +7.7
AFLG First Trust Active Factor Large Cap ETF 1.9 55 -20 5.5 +8.0
OEF iShares S&P 100 ETF 1.9 20 15 4.2 +6.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 7.6 +10.1
EES WisdomTree U.S. SmallCap Fund 1.9 38 -3 8.8 +11.2
FVAL Fidelity Value Factor ETF 1.9 15 20 6.5 +9.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 32 4.8 +7.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.9 35 0 6.4 +8.9
VV Vanguard Large-Cap ETF 1.9 4 31 4.5 +7.0
AVLV Avantis U.S. Large Cap Value ETF 1.9 15 20 6.3 +8.8
PFM Invesco Dividend Achievers ETF 1.9 53 -18 5.0 +7.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.9 49 -14 4.3 +6.8
RAUS RACWI US ETF 1.9 15 20 4.6 +7.1
AVUS Avantis U.S. Equity ETF 1.9 15 20 5.2 +7.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 15 4.4 +6.9
VOTE TCW Transform 500 ETF 1.8 5 30 4.5 +7.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 -24 8.0 +10.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 4.6 +7.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.7 +7.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.8 43 -8 5.5 +7.9
ANEW ProShares MSCI Transformational Changes ETF 1.8 45 -10 4.8 +7.3
VOO Vanguard S&P 500 ETF 1.8 3 32 4.6 +7.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 33 4.6 +7.1
IVV iShares Core S&P 500 ETF 1.8 3 32 4.6 +7.1
SPY SPDR S&P 500 ETF 1.8 9 26 4.6 +7.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.8 48 -13 5.7 +8.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 33 4.6 +7.0
JHML John Hancock Multifactor Large Cap ETF 1.8 29 6 4.9 +7.4
PBUS Invesco MSCI USA ETF 1.8 4 31 4.6 +7.1
ACVF American Conservative Values ETF 1.8 75 -40 4.1 +6.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -25 8.9 +11.4
GOP Unusual Whales Subversive Republican Trading ETF 1.8 50 -15 4.8 +7.3
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 31 5.7 +8.2
APUE ActivePassive U.S. Equity ETF 1.8 45 -10 4.4 +6.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.5 +6.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.7 7 28 4.5 +7.0
GQI Natixis Gateway Quality Income ETF 1.7 34 1 4.6 +7.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 25 4.6 +7.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.7 10 25 4.1 +6.6
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -44 3.6 +6.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.7 50 -15 3.6 +6.1
ABLS Abacus FCF Small Cap Leaders ETF 1.7 59 -24 5.1 +7.6
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -50 1.4 +3.8
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.1 +8.6
RVRB Reverb ETF 1.7 30 5 4.3 +6.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 6 4.3 +6.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 26 4.7 +7.2
SPHQ Invesco S&P 500 Quality ETF 1.7 15 20 4.9 +7.4
RSP Invesco S&P 500 Equal Weight ETF 1.7 20 15 6.3 +8.7
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -24 3.3 +5.8
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 23 7.7 +10.2
KLMN Invesco MSCI North America Climate ETF 1.6 9 26 4.7 +7.2
USEW Cambria US EW ETF 1.6 30 5 4.5 +6.9
FELV Fidelity Enhanced Large Cap Value ETF 1.6 18 17 6.2 +8.6
MTUM iShares MSCI USA Momentum Factor ETF 1.6 15 20 2.9 +5.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 -1 4.5 +6.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -25 5.0 +7.5
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 31 3.5 +5.9
PKW Invesco Buyback Achievers ETF 1.6 62 -27 7.7 +10.1
RCGE RockCreek Global Equality ETF 1.6 95 -60 6.6 +9.0
VBR Vanguard Small Cap Value ETF 1.6 7 28 8.5 +11.0
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 25 4.4 +6.8
FBCG Fidelity Blue Chip Growth ETF 1.5 59 -24 2.5 +5.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.5 29 6 6.8 +9.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.5 15 20 6.2 +8.7
JPEF JPMorgan Equity Focus ETF 1.5 50 -15 4.1 +6.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 29 3.8 +6.2
XOEF iShares S&P 500 ex S&P 100 ETF 1.5 20 15 5.0 +7.5
HLAL Wahed FTSE USA Shariah ETF 1.5 50 -15 4.1 +6.6
GINX SGI Enhanced Global Income ETF 1.5 98 -63 7.2 +9.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.5 58 -23 4.9 +7.3
TOK iShares MSCI Kokusai ETF 1.5 26 9 4.7 +7.2
COPY Tweedy, Browne Insider + Value ETF 1.5 80 -45 16.5 +18.9
IWS iShares Russell Mid-Cap Value ETF 1.5 23 12 6.6 +9.1
STXG Strive 1000 Growth ETF 1.5 18 17 3.6 +6.0
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 19 5.1 +7.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.5 7 28 6.8 +9.2
EDOW First Trust Dow 30 Equal Weight ETF 1.5 50 -15 4.9 +7.4
MBCC Monarch Blue Chips Core ETF 1.5 125 -90 4.2 +6.6
MBOX Freedom Day Dividend ETF 1.5 39 -4 7.3 +9.8
MOAT VanEck Morningstar Wide Moat ETF 1.5 46 -11 5.7 +8.2
SPDV AAM S&P 500 High Dividend Value ETF 1.5 29 6 11.4 +13.8
YALL God Bless America ETF 1.5 65 -30 4.4 +6.8
SRHQ SRH U.S. Quality ETF 1.5 35 0 6.8 +9.3
GRNY Fundstrat Granny Shots US Large Cap ETF 1.5 75 -40 2.4 +4.9
MAVF Matrix Advisors Value ETF 1.5 75 -40 5.5 +8.0
DVGR DAC 3D Dividend Growth ETF 1.5 65 -30 5.0 +7.5
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 21 4.3 +6.8
WTV WisdomTree US Value Fund of Benef Interest 1.5 12 23 8.2 +10.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.5 69 -34 -0.8 +1.7
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 5 5.5 +7.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 10 5.8 +8.3
NULG Nuveen ESG Large-Cap Growth ETF 1.4 26 9 3.2 +5.7
VOOG Vanguard S&P 500 Growth ETF 1.4 7 28 3.4 +5.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.4 12 23 6.7 +9.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 31 3.4 +5.9
IVW iShares S&P 500 Growth ETF 1.4 18 17 3.3 +5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 26 4.8 +7.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.4 35 0 5.9 +8.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.4 +7.8
URTH iShares MSCI World ETF 1.4 24 11 4.8 +7.2
GLOF iShares Global Equity Factor ETF 1.4 20 15 6.2 +8.6
VOT Vanguard Mid-Cap Growth ETF 1.4 7 28 3.4 +5.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 26 4.8 +7.2
PTL Inspire 500 ETF 1.4 9 26 4.8 +7.3
SMAP Amplify Small-Mid Cap Equity ETF 1.4 60 -25 4.9 +7.4
EGUS iShares ESG Aware MSCI USA Growth ETF 1.4 18 17 3.4 +5.9
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 10 5.0 +7.5
FDVV Fidelity High Dividend ETF 1.4 15 20 7.3 +9.8
GSPY Gotham Enhanced 500 ETF 1.4 50 -15 4.9 +7.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 15 5.2 +7.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.3 59 -24 2.9 +5.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.3 15 20 3.3 +5.8
PSET Principal Quality ETF 1.3 15 20 5.1 +7.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 31 3.6 +6.1
VONV Vanguard Russell 1000 Value ETF 1.3 7 28 6.0 +8.4
IWD iShares Russell 1000 Value ETF 1.3 19 16 5.9 +8.4
VT Vanguard Total World Stock ETF 1.3 6 29 5.5 +8.0
MAGA Point Bridge America First ETF 1.3 72 -37 5.4 +7.9
USRD Themes US R&D Champions ETF 1.3 29 6 4.4 +6.9
AFOS ARS Focused Opportunities Strategy ETF 1.3 45 -10 2.3 +4.8
MDEV First Trust Indxx Medical Devices ETF 1.3 70 -35 5.1 +7.5
FMKT The Free Markets ETF 1.3 76 -41 4.4 +6.9
CSMD Congress SMid Growth ETF 1.3 69 -34 3.7 +6.2
CTEF Castellan Targeted Equity ETF 1.3 45 -10 3.2 +5.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -32 9.2 +11.7
LYLD Cambria Large Cap Shareholder Yield ETF 1.3 59 -24 8.8 +11.3
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.8 +8.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 20 8.8 +11.3
ACWI iShares MSCI ACWI ETF 1.3 32 3 5.2 +7.6
IWX iShares Russell Top 200 Value ETF 1.3 20 15 5.5 +8.0
DHS WisdomTree U.S. High Dividend Fund 1.2 38 -3 8.5 +10.9
DIVS SmartETFs Dividend Builder ETF 1.2 65 -30 4.8 +7.2
DIVZ TrueShares Low Volatility Equity Income ETF 1.2 65 -30 6.0 +8.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.2 35 0 5.6 +8.0
PPH VanEck Pharmaceutical ETF 1.2 36 -1 7.0 +9.5
DIVY Sound Equity Dividend Income ETF 1.2 45 -10 8.6 +11.1
SDOG ALPS Sector Dividend Dogs ETF 1.2 36 -1 8.8 +11.3
SDY State Street SPDR S&P Dividend ETF 1.2 35 0 6.3 +8.7
USMC Principal U.S. Mega-Cap ETF 1.2 12 23 3.9 +6.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.2 15 20 6.7 +9.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.2 15 20 4.6 +7.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.2 0 35 7.8 +10.3
BGIG Bahl & Gaynor Income Growth ETF 1.2 45 -10 4.7 +7.2
TOPT iShares Top 20 U.S. Stocks ETF 1.2 20 15 3.6 +6.0
CZAR Themes Natural Monopoly ETF 1.2 35 0 5.5 +8.0
SWP SWP Growth & Income ETF 1.2 99 -64 4.4 +6.9
BGDV Bahl & Gaynor Dividend ETF 1.2 45 -10 4.2 +6.7
RJDI RJ Eagle GCM Dividend Select Income ETF 1.2 55 -20 4.8 +7.3
DFUV Dimensional US Marketwide Value ETF 1.2 22 13 6.7 +9.2
REVS Columbia Research Enhanced Value ETF 1.2 19 16 7.3 +9.8
KNO AXS Knowledge Leaders ETF 1.2 78 -43 4.8 +7.2
HDUS Hartford Disciplined US Equity ETF 1.2 19 16 5.1 +7.6
GVUS Marketbeta Russell 1000 Value Equity ETF 1.2 12 23 5.9 +8.4
XMMO Invesco S&P MidCap Momentum ETF 1.2 34 1 3.8 +6.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.2 55 -20 4.4 +6.9
DAK Dakota Active Equity ETF 1.2 43 -8 4.1 +6.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 10 4.5 +7.0
JGLO JPMorgan Global Select Equity ETF 1.2 33 2 4.6 +7.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 -4 8.1 +10.5
FBCV Fidelity Blue Chip Value ETF 1.2 59 -24 6.3 +8.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 4.1 +6.6
BLES Inspire Global Hope ETF 1.2 61 -26 6.3 +8.7
XLG Invesco S&P 500 Top 50 ETF 1.2 20 15 3.9 +6.4
GPT Intelligent Alpha Atlas ETF 1.2 69 -34 6.7 +9.1
ABLG Abacus FCF International Leaders ETF 1.2 59 -24 6.8 +9.3
FFTY Innovator IBD 50 ETF 1.2 80 -45 0.0 +2.5
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 25 5.5 +8.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 6 7.1 +9.6
RVER Trenchless Fund ETF 1.1 65 -30 0.8 +3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 16 5.4 +7.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 10 6.8 +9.3
POWA Invesco Bloomberg Pricing Power ETF 1.1 40 -5 5.7 +8.2
SPMO Invesco S&P 500 Momentum ETF 1.1 13 22 3.7 +6.2
AVUV Avantis U.S. Small Cap Value ETF 1.1 25 10 8.9 +11.3
OALC OneAscent Large Cap Core ETF 1.1 86 -51 3.9 +6.4
CGV Conductor Global Equity Value ETF 1.1 130 -95 8.0 +10.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 23 4.9 +7.3
SVAL iShares US Small Cap Value Factor ETF 1.0 20 15 8.3 +10.7
DVY iShares Select Dividend ETF 1.0 38 -3 8.5 +11.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.0 31 4 6.1 +8.6
FFOG Franklin Focused Growth ETF 1.0 61 -26 1.8 +4.3
HEAL Global X HealthTech ETF 1.0 50 -15 -1.5 +1.0
LRGC AB US Large Cap Strategic Equities ETF 1.0 48 -13 4.2 +6.7
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -54 4.9 +7.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.0 32 3 4.4 +6.9
WLDR Affinity World Leaders Equity ETF 1.0 67 -32 6.8 +9.3
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.6 +9.1
CAML Congress Large Cap Growth ETF 1.0 66 -31 2.6 +5.1
SMCF Themes US Small Cap Cash Flow Champions ETF 1.0 29 6 10.7 +13.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.0 52 -17 5.1 +7.6
RWL Invesco S&P 500 Revenue ETF 1.0 39 -4 6.3 +8.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.9 60 -25 7.6 +10.1
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -90 5.3 +7.8
VO Vanguard Mid-Cap ETF 0.9 4 31 5.6 +8.1
ALIL Argent Focused Small Cap ETF 0.9 74 -39 6.3 +8.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 -3 4.3 +6.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.9 35 0 5.3 +7.8
GEW Cambria Global EW ETF 0.9 29 6 5.8 +8.3
PEXL Pacer US Export Leaders ETF 0.9 60 -25 3.6 +6.1
DFLV Dimensional US Large Cap Value ETF 0.9 22 13 6.6 +9.1
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 6 4.1 +6.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.9 15 20 8.6 +11.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 17 8.6 +11.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 25 8.7 +11.2
WSGE Warren Street Global Equity ETF 0.8 80 -45 3.2 +5.6
SPHB Invesco S&P 500 High Beta ETF 0.8 25 10 4.4 +6.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 -4 8.5 +11.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.8 50 -15 9.1 +11.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.8 11 24 4.8 +7.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.8 52 -17 5.7 +8.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.8 12 23 3.8 +6.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 10.3 +12.8
TINY ProShares Nanotechnology ETF 0.7 58 -23 1.8 +4.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -38 10.9 +13.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 -30 1.7 +4.1
WISE Themes Generative Artificial Intelligence ETF 0.7 35 0 -0.4 +2.1
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -40 3.3 +5.8
VUSV Vanguard Wellington U.S. Value Active ETF 0.7 30 5 6.1 +8.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -73 3.4 +5.9
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -1 3.4 +5.9
MGK Vanguard Mega Cap Growth ETF 0.7 7 28 3.7 +6.2
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 22 5.9 +8.4
VUG Vanguard Growth ETF 0.6 4 31 3.7 +6.2
LCF Touchstone US Large Cap Focused ETF 0.6 69 -34 4.0 +6.4
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 4.8 +7.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.6 55 -20 9.9 +12.3
RPV Invesco S&P 500 Pure Value ETF 0.5 35 0 9.4 +11.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 -4 8.8 +11.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.5 30 5 4.2 +6.7
BIBL Inspire 100 ETF 0.5 35 0 4.7 +7.2
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 8 8.3 +10.8
BUZZ VanEck Social Sentiment ETF 0.5 75 -40 -0.7 +1.8
AQLT iShares MSCI Global Quality Factor ETF 0.5 18 17 0.0 +2.5
TEXN iShares Texas Equity ETF 0.5 20 15 5.4 +7.8
VLUE iShares MSCI USA Value Factor ETF 0.5 15 20 8.1 +10.6
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.4 +5.9
VOE Vanguard Mid-Cap Value ETF 0.5 7 28 7.2 +9.7
DUNK Dana Unconstrained Equity ETF 0.5 75 -40 2.3 +4.8
VIDI Vident International Equity Strategy ETF 0.5 61 -26 9.1 +11.6
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 22 9.0 +11.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 20 10.0 +12.5
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 17 10.0 +12.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 25 10.0 +12.5
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 7 3.2 +5.7
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -55 3.6 +6.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -7 4.6 +7.1
DFSV Dimensional US Small Cap Value ETF 0.3 31 4 9.7 +12.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 8.7 +11.2
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 7 9.5 +12.0
WRND IQ Global Equity R&D Leaders ETF 0.3 18 17 4.5 +7.0
AIEQ AI Powered Equity ETF 0.2 75 -40 4.1 +6.6
AGIQ Sofi Agentic AI ETF 0.2 69 -34 7.7 +10.2
XDAT Franklin Exponential Data ETF 0.2 50 -15 1.3 +3.8
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.2 +7.7
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -14 6.5 +8.9
VEGN US Vegan Climate ETF 0.1 60 -25 4.3 +6.8
DEEP Roundhill Acquirers Deep Value ETF 0.0 80 -45 17.5 +19.9
DSMC Distillate Small/Mid Cash Flow ETF 0.0 55 -20 11.7 +14.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 -4 7.3 +9.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 -4 6.6 +9.1

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 State Street SPDR S&P Biotech ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -49.0 %
Divided by: Fwd. P/BV 23.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score -2.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.47 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.