SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2022E    2023E
P/E
ratio		 -1,255.2x P/Sales
ratio		 3.2x
P/BV
ratio		 3.3x Div.
yield		 0.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Health Care Equipment ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the performance of the S&P Health Care Equipment Select Industry Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jan 26, 2011
Assets (mns) $386
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 79
Wgt avg mkt cap (mns) $16,298
Large cap (>$10bn) 27.7%
Mid cap ($2-10bn) 32.2%
Small cap (<$2bn) 40.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LANTHEUS HOLDINGS INC 2.0 %
MERIDIAN BIOSCIENCE INC 2.0 %
HAEMONETICS CORP/MASS 2.0 %
SILK ROAD MEDICAL, INC. 1.8 %
SHOCKWAVE MEDICAL, INC. 1.7 %
QUIDELORTHO CORPORATION 1.7 %
STAAR SURGICAL CO 1.7 %
HOLOGIC INC 1.7 %
NUVASIVE INC 1.7 %
BECTON DICKINSON AND CO 1.6 %
Total 17.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.4 %
BRITAIN 2.7 %
IRELAND 2.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-27.7% -34.3% 6.9% 5.3% 6.0%

Market Correlations
versus... Beta R-squared
S&P500 0.94 62%
MSCI EAFE 0.85 51%
MSCI Emg. Mkts. 0.79 48%

Technical Indicators
Recent close $84.86
30d moving avg. $87.42
Annualized volatility 22.2%
Short interest (ETF) 12.8%
Short interest (Underlying) 5.3%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 38
Turnover 0.8%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $5,523

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 596 potential alternatives to the SPDR S&P Health Care Equipment ETF ETF based on the alternatives' overlap in portfolio holdings with XHE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHE Expense: 35 bp ALTAR Score™: -1.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHE
Ticker Fund
Name		 Overlap1
vs XHE
(%)		 Expense
ratio
(bp)		 Savings
vs XHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHE
(%)
IHI iShares U.S. Medical Devices ETF 32.1 41 -6 4.5 +5.9
MDEV First Trust Indxx Medical Devices ETF 31.3 70 -35 3.7 +5.1
HTEC ROBO Global Healthcare Technology & Innovation ETF 30.2 68 -33 0.5 +1.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 26.4 40 -5 7.4 +8.8
IEHS iShares Evolved U.S. Healthcare Staples ETF 20.2 18 17 6.2 +7.7
FXH First Trust Health Care AlphaDEX Fund 19.8 61 -26 7.5 +8.9
PSCH Invesco S&P SmallCap Health Care ETF 19.5 29 6 4.3 +5.8
PINK Simplify Health Care ETF 18.8 50 -15 4.9 +6.3
JHMH John Hancock Multifactor Healthcare ETF 17.7 40 -5 7.1 +8.6
BMED BlackRock Future Health ETF 17.1 85 -50 2.1 +3.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 16.8 65 -30 0.1 +1.5
FHLC Fidelity MSCI Health Care Index ETF 15.6 8 27 6.3 +7.7
IYH iShares U.S. Healthcare ETF 15.4 43 -8 7.0 +8.4
VHT Vanguard Health Care Index Fund 15.2 10 25 6.3 +7.8
FDHT Fidelity Digital Health ETF 15.0 39 -4 0.2 +1.7
GDOC Goldman Sachs Future Health Care Equity ETF 14.6 75 -40 1.8 +3.3
XLV Health Care Select Sector SPDR Fund 14.6 10 25 7.9 +9.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 14.3 60 -25 6.5 +7.9
AGNG Global X Aging Population ETF 14.3 50 -15 3.9 +5.4
IXJ iShares Global Healthcare ETF 11.6 43 -8 6.9 +8.3
BTEC Principal Healthcare Innovators Index ETF 11.4 42 -7 -6.2 -4.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.2 38 -3 7.2 +8.6
ANEW ProShares MSCI Transformational Changes ETF 8.2 45 -10 4.3 +5.8
PTH Invesco DWA Healthcare Momentum ETF 8.0 60 -25 2.3 +3.7
DTEC ALPS Disruptive Technologies ETF 7.5 50 -15 4.3 +5.8
SXQG 6 Meridian Quality Growth ETF 7.5 100 -65 5.7 +7.1
HART IQ Healthy Hearts ETF 6.8 45 -10 5.5 +6.9
CATH Global X S&P 500 Catholic Values Custom ETF 6.1 29 6 6.2 +7.7
IQM Franklin Intelligent Machines ETF 6.0 50 -15 4.0 +5.5
BKUS BNY Mellon Sustainable US Equity ETF 5.9 60 -25 5.5 +7.0
JMIN JPMorgan U.S. Minimum Volatility ETF 5.8 12 23 6.3 +7.7
VFLQ Vanguard U.S. Liquidity Factor ETF 5.7 13 22 2.0 +3.5
NUMG Nuveen ESG Mid-Cap Growth ETF 5.6 30 5 1.9 +3.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.6 49 -14 6.9 +8.4
ISCG iShares Morningstar Small-Cap Growth ETF 5.5 6 29 1.6 +3.0
BIBL Inspire ETF 5.5 35 0 6.0 +7.4
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 5.4 30 5 10.5 +11.9
HLAL Wahed FTSE USA Shariah ETF 5.4 50 -15 5.9 +7.3
EDOC Global X Telemedicine & Digital Health ETF 5.3 68 -33 -2.4 -1.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 5.1 25 10 8.9 +10.3
MMLG First Trust Multi-Manager Large Growth ETF 5.1 85 -50 2.9 +4.3
JOET Virtus Terranova US Quality Momentum ETF 5.1 29 6 6.9 +8.4
IWO iShares Russell 2000 Growth ETF 5.0 24 11 1.1 +2.5
VTWG Vanguard Russell 2000 Growth Index Fund 5.0 15 20 0.8 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.0 6 29 4.9 +6.4
AFSM First Trust Active Factor Small Cap ETF 5.0 77 -42 8.8 +10.2
NZRO Strategy Shares Halt Climate Change ETF 5.0 95 -60 1.9 +3.4
SQLV Legg Mason Small-Cap Quality Value 4.9 61 -26 10.4 +11.9
NIFE Direxion Fallen Knives ETF 4.9 50 -15 -5.6 -4.2
TMFS Motley Fool Small Cap Growth ETF 4.8 85 -50 3.1 +4.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.7 49 -14 5.7 +7.2
DEF Invesco Defensive Equity ETF 4.6 53 -18 6.4 +7.8
AILV Alpha Intelligent - Large Cap Value ETF 4.6 85 -50 6.5 +8.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.6 35 0 6.5 +8.0
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 12 4.7 +6.2
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4.6 75 -40 6.1 +7.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.6 60 -25 5.9 +7.3
LVOL American Century Low Volatility ETF 4.6 29 6 6.3 +7.7
HVAL ALPS Hillman Active Value ETF 4.5 55 -20 7.9 +9.3
FLV American Century Focused Large Cap Value ETF 4.5 42 -7 7.4 +8.8
CZA Invesco Zacks Mid-Cap ETF 4.5 69 -34 6.7 +8.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.5 10 25 5.9 +7.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.4 95 -60 2.6 +4.1
PSET Principal Price Setters Index ETF 4.4 15 20 7.2 +8.6
TMDV ProShares Russell US Dividend Growers ETF 4.4 36 -1 6.3 +7.8
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 4.4 96 -61 4.2 +5.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 4.3 50 -15 3.5 +4.9
VBK Vanguard Small-Cap Growth Index Fund 4.3 7 28 2.6 +4.1
RBUS Nationwide Risk-Based U.S. Equity ETF 4.2 30 5 6.0 +7.5
AILG Alpha Intelligent - Large Cap Growth ETF 4.1 85 -50 4.3 +5.7
VOT Vanguard Mid-Cap Growth Index Fund 4.1 7 28 4.5 +5.9
MXDU Nationwide Maximum Diversification US Core Equity ETF 4.1 34 1 5.7 +7.1
KOMP SPDR Kensho New Economies Composite ETF 4.1 20 15 1.3 +2.8
VIG Vanguard Dividend Appreciation Index Fund 4.0 6 29 6.7 +8.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.0 15 20 4.4 +5.9
MAGA Point Bridge GOP Stock Tracker ETF 4.0 72 -37 6.2 +7.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.9 58 -23 5.9 +7.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.9 9 26 6.8 +8.2
FYC First Trust Small Cap Growth AlphaDEX Fund 3.8 71 -36 3.6 +5.1
LRGE ClearBridge Large Cap Growth ESG ETF 3.8 59 -24 4.5 +6.0
SPHB Invesco S&P 500 High Beta ETF 3.8 25 10 4.7 +6.1
RNLC Large Cap US Equity Select ETF 3.8 60 -25 7.5 +9.0
VFQY Vanguard U.S. Quality Factor ETF 3.7 13 22 8.8 +10.2
TPLC Timothy Plan US Large Cap Core ETF 3.7 52 -17 6.4 +7.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.7 27 8 6.6 +8.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.7 20 15 8.0 +9.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.7 10 25 5.9 +7.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 10 6.0 +7.4
FDLO Fidelity Low Volatility Factor ETF 3.6 29 6 5.8 +7.2
FSMD Fidelity Small-Mid Factor ETF 3.6 29 6 9.2 +10.7
FLLV Franklin Liberty U.S. Low Volatility ETF 3.6 29 6 6.3 +7.7
ROBO Robo Global Robotics & Automation Index ETF 3.6 95 -60 3.8 +5.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.6 35 0 7.0 +8.4
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 0 7.0 +8.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.6 35 0 7.0 +8.5
PSC Principal U.S. Small Cap Index ETF 3.6 38 -3 8.0 +9.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 3.6 40 -5 7.9 +9.3
CVAR Cultivar ETF 3.6 87 -52 8.1 +9.6
FTC First Trust Large Cap Growth AlphaDEX Fund 3.6 60 -25 5.8 +7.2
IWC iShares Micro-Cap ETF 3.5 60 -25 -13.7 -12.3
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.5 60 -25 5.8 +7.3
APXH Apex Healthcare ETF 3.5 90 -55 8.7 +10.1
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -50 4.6 +6.0
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 6.9 +8.3
SIZE iShares MSCI USA Size Factor ETF 3.4 15 20 6.8 +8.3
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.6 +8.0
IWX iShares Russell Top 200 Value ETF 3.4 20 15 7.6 +9.0
HLGE Hartford Longevity Economy ETF 3.4 44 -9 8.8 +10.2
LGBT LGBTQ + ESG100 ETF 3.4 75 -40 0.0 +1.5
MGV Vanguard Mega Cap Value ETF 3.4 7 28 7.9 +9.3
TMFX Motley Fool Next Index ETF 3.4 50 -15 4.0 +5.4
LGLV SPDR Russell 1000 Low Volatility ETF 3.4 12 23 5.7 +7.2
ESG FlexShares STOXX US ESG Impact Index Fund 3.4 32 3 6.4 +7.8
XJR iShares ESG Screened S&P Small-Cap ETF 3.4 12 23 8.0 +9.4
VOOV Vanguard S&P 500 Value ETF 3.3 10 25 7.2 +8.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 3.3 88 -53 6.1 +7.6
IVE iShares S&P 500 Value ETF 3.3 18 17 7.2 +8.6
REVS Columbia Research Enhanced Value ETF 3.3 19 16 8.9 +10.3
SPYV SPDR Portfolio S&P 500 Value ETF 3.3 4 31 7.3 +8.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.3 24 11 8.9 +10.4
FTCS First Trust Capital Strength ETF 3.3 56 -21 7.0 +8.4
QQQN VictoryShares Nasdaq Next 50 ETF 3.3 18 17 6.7 +8.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.2 20 15 7.1 +8.5
GERM ETFMG Treatments Testing and Advancements ETF 3.2 68 -33 -10.5 -9.1
SAGP Strategas Global Policy Opportunities ETF 3.2 65 -30 7.5 +9.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.2 16 19 8.6 +10.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 63 -28 5.1 +6.6
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 17 8.4 +9.8
SLYG SPDR S&P 600 Small Cap Growth ETF 3.2 15 20 8.4 +9.8
IUSV iShares Core S&P U.S. Value ETF 3.2 4 31 7.4 +8.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.2 69 -34 6.9 +8.4
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 18 7.4 +8.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.2 15 20 7.5 +8.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.2 15 20 7.4 +8.9
PFM Invesco Dividend Achievers ETF 3.2 53 -18 6.6 +8.0
IJR iShares Core S&P Small Cap ETF 3.2 6 29 8.2 +9.7
ILCG iShares Morningstar Growth ETF 3.2 4 31 4.9 +6.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.1 5 30 8.3 +9.7
VIOO Vanguard S&P Small-Cap 600 ETF 3.1 10 25 8.2 +9.7
SLY SPDR S&P 600 Small Cap ETF 3.1 15 20 8.1 +9.6
JAVA JPMorgan Active Value ETF 3.1 44 -9 7.1 +8.6
SPXN ProShares S&P 500 Ex-Financials ETF 3.1 27 8 6.1 +7.6
QGRO American Century STOXX U.S. Quality Growth ETF 3.1 29 6 8.5 +9.9
ESGV Vanguard ESG U.S. Stock ETF 3.1 9 26 6.4 +7.9
KRMA Global X Conscious Companies ETF 3.1 43 -8 6.7 +8.2
LSLT Salt Low truBeta US Market ETF 3.0 60 -25 0.0 +1.5
IJS iShares S&P Small-cap 600 Value ETF 3.0 18 17 8.2 +9.7
XVV iShares ESG Screened S&P 500 ETF 3.0 8 27 6.5 +7.9
PEXL Pacer US Export Leaders ETF 3.0 60 -25 7.0 +8.5
SLYV SPDR S&P 600 Small Cap Value ETF 3.0 15 20 8.3 +9.7
FFTY Innovator IBD 50 ETF 3.0 80 -45 12.5 +13.9
BLES Inspire Global Hope Large Cap ETF 3.0 52 -17 6.4 +7.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.0 40 -5 7.9 +9.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.0 15 20 8.2 +9.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.0 24 11 8.4 +9.9
CGDV Capital Group Dividend Value ETF 3.0 33 2 6.7 +8.1
VO Vanguard Mid-Cap Index Fund 3.0 4 31 6.2 +7.7
IWM iShares Russell 2000 ETF 3.0 19 16 3.8 +5.3
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.0 30 5 7.8 +9.2
MOAT VanEck Morningstar Wide Moat ETF 2.9 47 -12 7.0 +8.4
VTV Vanguard Value Index Fund 2.9 4 31 7.9 +9.4
VTWO Vanguard Russell 2000 Index Fund 2.9 10 25 1.7 +3.1
CWS AdvisorShares Focused Equity ETF 2.9 66 -31 6.2 +7.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.9 35 0 6.1 +7.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.9 35 0 7.9 +9.4
TMFG Motley Fool Global Opportunities ETF 2.9 85 -50 4.5 +5.9
ADME Aptus Drawdown Managed Equity ETF 2.9 79 -44 5.3 +6.7
NULG Nuveen ESG Large-Cap Growth ETF 2.9 25 10 5.2 +6.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.9 15 20 8.7 +10.1
FPX First Trust US IPO Index Fund 2.9 57 -22 2.8 +4.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.9 9 26 5.4 +6.8
NULV Nuveen ESG Large-Cap Value ETF 2.9 25 10 8.0 +9.4
IWD iShares Russell 1000 Value ETF 2.9 19 16 7.6 +9.0
VONV Vanguard Russell 1000 Value Index Fund 2.9 8 27 7.7 +9.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.8 27 8 6.4 +7.8
XYLD Global X S&P 500 Covered Call ETF 2.8 60 -25 5.6 +7.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.8 29 6 8.5 +9.9
DFUV Dimensional US Marketwide Value ETF 2.8 0 35 0.0 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -14 6.4 +7.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.8 10 25 6.0 +7.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.8 11 24 6.9 +8.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.8 20 15 6.4 +7.8
ETHO Etho Climate Leadership U.S. ETF 2.8 48 -13 5.0 +6.5
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 31 7.7 +9.2
ISCB iShares Morningstar Small-Cap ETF 2.8 4 31 5.5 +7.0
MDCP VictoryShares THB Mid Cap ESG ETF 2.8 55 -20 6.5 +7.9
SFY SoFi Select 500 ETF 2.8 0 35 6.4 +7.8
DGRO iShares Core Dividend Growth ETF 2.8 8 27 7.8 +9.2
CSML IQ Chaikin U.S. Small Cap ETF 2.8 35 0 6.1 +7.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 2.8 35 0 7.5 +9.0
SSLY Syntax Stratified SmallCap ETF 2.7 40 -5 7.7 +9.1
XYLG Global X S&P 500 Covered Call & Growth ETF 2.7 60 -25 5.8 +7.2
XRMI Global X S&P 500 Risk Managed Income ETF 2.7 60 -25 5.6 +7.1
ACVF American Conservative Values ETF 2.7 75 -40 5.6 +7.1
DFAS Dimensional U.S. Small Cap ETF 2.7 34 1 7.2 +8.7
IMCB iShares Morningstar Mid-Cap ETF 2.7 4 31 6.6 +8.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 6 7.7 +9.1
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 10 5.9 +7.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.7 35 0 10.4 +11.8
LEAD Siren DIVCON Leaders Dividend ETF 2.7 43 -8 8.5 +10.0
YPS Arrow Reverse Cap 500 ETF 2.7 29 6 6.8 +8.2
SPY SPDR S&P 500 ETF Trust 2.7 9 26 6.4 +7.9
IVV iShares Core S&P 500 ETF 2.7 3 32 6.5 +8.0
PBP Invesco S&P 500 BuyWrite ETF 2.7 49 -14 5.7 +7.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 31 6.7 +8.1
DFUS Dimensional U.S. Equity ETF 2.7 11 24 6.5 +7.9
IVDG Invesco Focused Discovery Growth ETF 2.7 59 -24 5.0 +6.4
SMDY Syntax Stratified MidCap ETF 2.7 35 0 7.3 +8.7
ALTL Pacer Lunt Large Cap Alternator ETF 2.7 60 -25 5.5 +7.0
SPLG SPDR Portfolio S&P 500 ETF 2.7 3 32 6.5 +8.0
GGRW Gabelli Growth Innovators ETF 2.7 90 -55 3.6 +5.0
SCHA Schwab U.S. Small-Cap ETF 2.7 4 31 5.9 +7.4
VOTE Engine No. 1 Transform 500 ETF 2.7 5 30 6.3 +7.8
SPTM SPDR Portfolio Total Stock Market ETF 2.7 3 32 6.6 +8.1
XCLR Global X S&P 500 Collar 95-110 ETF 2.7 60 -25 5.4 +6.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.7 85 -50 7.0 +8.5
IWR iShares Russell Midcap ETF 2.7 19 16 6.5 +8.0
PBUS Invesco PureBeta MSCI USA ETF 2.6 4 31 6.4 +7.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.6 7 28 6.3 +7.8
XVOL Acruence Active Hedge U.S. Equity ETF 2.6 83 -48 5.7 +7.2
AVSC Avantis U.S Small Cap Equity ETF 2.6 25 10 5.6 +7.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.6 39 -4 4.7 +6.1
XTR Global X S&P 500 Tail Risk ETF 2.6 60 -25 5.7 +7.2
VOO VANGUARD S&P 500 ETF 2.6 3 32 6.5 +8.0
IWV iShares Russell 3000 ETF 2.6 20 15 6.1 +7.6
VV Vanguard Large-Cap Index Fund 2.6 4 31 6.3 +7.8
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 -40 6.5 +8.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.6 2 33 6.4 +7.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 31 6.3 +7.8
RESP WisdomTree US ESG Fund of Benef Interest 2.6 28 7 7.9 +9.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 7.4 +8.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.6 20 15 5.4 +6.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 32 6.2 +7.6
IYY iShares Dow Jones U.S. ETF 2.6 20 15 6.2 +7.6
SCHB Schwab U.S. Broad Market ETF 2.6 3 32 6.3 +7.8
SCHX Schwab U.S. Large-Cap ETF 2.6 3 32 6.4 +7.8
IWB iShares Russell 1000 ETF 2.6 15 20 6.3 +7.8
PAWZ ProShares Pet Care ETF 2.6 50 -15 3.6 +5.0
ILCB iShares Morningstar U.S. Equity ETF 2.6 3 32 6.4 +7.8
SCHK Schwab 1000 Index ETF 2.6 5 30 6.4 +7.8
IWL iShares Russell Top 200 ETF 2.6 15 20 6.3 +7.7
ROSC Hartford Multifactor Small Cap ETF 2.6 34 1 11.1 +12.5
XJH iShares ESG Screened S&P Mid-Cap ETF 2.6 12 23 8.4 +9.9
RECS Columbia Research Enhanced Core ETF 2.6 15 20 7.6 +9.1
AQGX AI Quality Growth ETF 2.6 97 -62 5.3 +6.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 15 20 6.3 +7.7
VTHR Vanguard Russell 3000 Index Fund 2.6 10 25 6.1 +7.5
VTI Vanguard Total Stock Market Index Fund 2.6 3 32 5.9 +7.3
BKLC BNY Mellon US Large Cap Core Equity ETF 2.6 0 35 6.4 +7.8
MGC Vanguard Mega Cap Index Fund 2.6 7 28 6.3 +7.8
MDY SPDR S&P Midcap 400 ETF Trust 2.5 23 12 8.0 +9.5
VONE Vanguard Russell 1000 ETF 2.5 8 27 6.4 +7.9
PDP Invesco DWA Momentum ETF 2.5 62 -27 5.7 +7.2
JHMM John Hancock Multifactor Mid Cap ETF 2.5 41 -6 7.4 +8.8
JHML John Hancock Multifactor Large Cap ETF 2.5 29 6 6.8 +8.2
OUSA O'Shares FTSE US Quality Dividend ETF 2.5 48 -13 7.3 +8.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.5 17 18 5.9 +7.4
IJH iShares Core S&P Mid-Cap ETF 2.5 5 30 8.2 +9.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.5 10 25 8.2 +9.6
ENTR Entrepreneur 30 Fund 2.5 49 -14 5.8 +7.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.5 17 18 6.7 +8.1
SPMD SPDR Portfolio Mid Cap ETF 2.5 5 30 8.2 +9.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 15 6.3 +7.8
NUSC Nuveen ESG Small-Cap ETF 2.5 30 5 6.2 +7.7
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 21 8.0 +9.4
HKND Humankind US Stock ETF 2.5 11 24 7.8 +9.3
SXUS Janus Henderson International Sustainable Equity ETF 2.5 60 -25 4.4 +5.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.5 14 21 6.4 +7.9
IQSU IQ Candriam ESG US Equity ETF 2.4 9 26 6.4 +7.8
EFIV SPDR S&P 500 ESG ETF 2.4 10 25 6.6 +8.0
NULC Nuveen ESG Large-Cap ETF 2.4 20 15 6.6 +8.0
SUSA iShares MSCI USA ESG Select ETF 2.4 25 10 6.3 +7.8
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 25 6.6 +8.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.4 65 -30 7.4 +8.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.4 9 26 6.8 +8.3
SCHG Schwab U.S. Large-Cap Growth ETF 2.4 4 31 5.0 +6.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.4 6 29 6.1 +7.5
FMIL Fidelity New Millennium ETF 2.4 59 -24 7.3 +8.7
SPHQ Invesco S&P 500 Quality ETF 2.4 15 20 7.6 +9.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.3 12 23 7.1 +8.5
VUG Vanguard Growth Index Fund 2.3 4 31 5.3 +6.7
CGGR Capital Group Growth ETF 2.3 39 -4 5.1 +6.5
IWF iShares Russell 1000 Growth ETF 2.3 19 16 5.9 +7.3
CGGO Capital Group Global Growth Equity ETF 2.3 47 -12 4.7 +6.1
IEIH iShares Evolved U.S. Innovative Healthcare ETF 2.3 18 17 4.8 +6.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.3 55 -20 4.8 +6.2
SDGA Impact Shares Sustainable Development Goals Global ETF 2.3 75 -40 7.2 +8.7
ESGU iShares MSCI USA ESG Optimized ETF 2.3 15 20 6.3 +7.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.3 50 -15 6.2 +7.6
USMV iShares Edge MSCI Min Vol USA ETF 2.3 15 20 6.0 +7.5
SFYX Sofi Next 500 ETF 2.3 0 35 6.3 +7.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -35 5.0 +6.5
VONG Vanguard Russell 1000 Growth Index Fund 2.2 8 27 6.0 +7.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.2 15 20 8.4 +9.8
ESIX SPDR S&P SmallCap 600 ESG ETF 2.2 12 23 8.5 +9.9
FTHI First Trust High Income ETF 2.2 85 -50 4.3 +5.8
USMF WisdomTree U.S. Multifactor Fund 2.2 28 7 9.3 +10.7
DFAU Dimensional US Core Equity Market ETF 2.2 12 23 6.7 +8.1
ILCV iShares Morningstar Value ETF 2.2 4 31 7.7 +9.2
PWC Invesco Dynamic Market ETF 2.2 60 -25 6.9 +8.4
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.2 85 -50 5.8 +7.2
BOSS Global X Founder-Run Companies ETF 2.2 45 -10 3.5 +4.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.1 30 5 10.5 +11.9
IUSG iShares Core S&P US Growth ETF 2.1 4 31 6.2 +7.6
INNO Harbor Disruptive Innovation ETF 2.1 75 -40 -3.7 -2.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 2.1 35 0 8.9 +10.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.1 15 20 8.9 +10.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -35 5.8 +7.3
DFND Siren DIVCON Dividend Defender ETF 2.1 150 -115 6.7 +8.1
IUSS Invesco Strategic US Small Company ETF 2.1 23 12 6.8 +8.2
IVW iShares S&P 500 Growth ETF 2.1 18 17 6.0 +7.4
SPYG SPDR Portfolio S&P 500 Growth ETF 2.1 4 31 6.1 +7.6
ITAN Sparkline Intangible Value ETF 2.1 50 -15 7.7 +9.2
QUS SPDR MSCI USA StrategicFactors ETF 2.1 15 20 6.8 +8.3
VXF Vanguard Extended Market Index Fund 2.1 6 29 2.7 +4.1
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -54 6.9 +8.3
JHSC John Hancock Multifactor Small Cap ETF 2.1 42 -7 7.1 +8.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.1 25 10 6.9 +8.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 23 6.3 +7.7
VOE Vanguard Mid-Cap Value Index Fund 2.0 7 28 7.7 +9.2
ERSX ERShares NextGen Entrepreneurs ETF 2.0 75 -40 6.4 +7.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 28 6.1 +7.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 6.2 +7.7
SPGP Invesco S&P 500 GARP ETF 2.0 36 -1 8.7 +10.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 15 6.9 +8.3
TPSC Timothy Plan US Small Cap Core ETF 2.0 52 -17 8.8 +10.2
VB Vanguard Small-Cap ETF 2.0 5 30 6.6 +8.1
RPG Invesco S&P 500 Pure Growth ETF 2.0 35 0 7.5 +9.0
SDY SPDR S&P Dividend ETF 2.0 35 0 6.9 +8.3
ZECP Zacks Earnings Consistent Portfolio ETF 2.0 55 -20 6.3 +7.8
EQWL Invesco Russell Top 200 Equal Weight ETF 2.0 25 10 7.6 +9.0
HEET Hartford Schroders ESG US Equity ETF 2.0 39 -4 7.2 +8.7
VOOG Vanguard S&P 500 Growth ETF 2.0 10 25 6.1 +7.5
TOK iShares MSCI Kokusai ETF 1.9 25 10 6.5 +8.0
KLDW Gavekal Knowledge Leaders Developed World ETF 1.9 75 -40 5.7 +7.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.9 42 -7 6.5 +8.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 26 6.6 +8.1
IUSA Amberwave Invest USA JSG Fund 1.9 67 -32 6.8 +8.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 20 6.5 +7.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.9 18 17 8.9 +10.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.9 15 20 8.9 +10.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -24 8.4 +9.9
MDYV SPDR S&P 400 Mid Cap Value ETF 1.9 15 20 8.9 +10.4
IWY iShares Russell Top 200 Growth ETF 1.9 20 15 6.2 +7.7
LRGF iShares Edge MSCI Multifactor USA ETF 1.9 20 15 9.0 +10.4
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -30 10.5 +11.9
ARKG ARK Genomic Revolution ETF 1.9 75 -40 -10.5 -9.0
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.8 16 19 3.2 +4.6
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 31 7.1 +8.5
RFFC RiverFront Dynamic US Flex-Cap ETF 1.8 52 -17 6.1 +7.5
XLG Invesco S&P 500 Top 50 ETF 1.8 20 15 5.8 +7.3
URTH iShares MSCI World ETF 1.8 24 11 6.5 +7.9
FDG American Century Focused Dynamic Growth ETF 1.8 45 -10 3.3 +4.8
ROUS Hartford Multifactor US Equity ETF 1.8 19 16 7.9 +9.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -4 7.9 +9.3
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 25 6.3 +7.7
DSI iShares MSCI KLD 400 Social ETF 1.8 25 10 6.4 +7.8
CLRG IQ Chaikin U.S. Large Cap ETF 1.8 25 10 6.7 +8.1
MGK Vanguard Mega Cap Growth ETF 1.8 7 28 5.5 +7.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.8 15 20 6.3 +7.7
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 7.5 +9.0
VDNI V-Shares US Leadership Diversity ETF 1.7 29 6 6.7 +8.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -30 3.4 +4.8
DGT SPDR Global Dow ETF 1.7 50 -15 8.5 +9.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 23 6.0 +7.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.7 15 20 8.7 +10.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 20 8.6 +10.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 63 -28 9.4 +10.8
RNMC Mid Cap US Equity Select ETF 1.7 60 -25 8.4 +9.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 19 16 7.3 +8.7
AVUS Avantis U.S. Equity ETF 1.7 15 20 7.5 +9.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.7 15 20 14.6 +16.0
ZIG The Acquirers Fund 1.7 89 -54 13.9 +15.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.7 35 0 8.4 +9.8
FDWM Fidelity Women's Leadership ETF 1.7 59 -24 6.5 +7.9
RNDV US Equity Dividend Select ETF 1.7 50 -15 9.0 +10.4
ACWF iShares MSCI Global Multifactor ETF 1.7 35 0 10.2 +11.7
ISMD Inspire Small/Mid Cap Impact ETF 1.7 57 -22 6.7 +8.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 17 8.2 +9.7
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 -4 10.0 +11.4
CACG ClearBridge All Cap Growth ETF 1.7 53 -18 4.6 +6.0
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 25 6.4 +7.8
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.7 20 15 5.0 +6.5
VIRS Pacer BioThreat Strategy ETF 1.7 70 -35 7.6 +9.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 25 6.4 +7.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 15 6.7 +8.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.7 17 18 8.2 +9.6
RAFE PIMCO RAFI ESG U.S. ETF 1.7 30 5 8.8 +10.3
EES WisdomTree SmallCap Earnings Fund 1.6 38 -3 11.0 +12.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.6 41 -6 6.7 +8.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 23 6.4 +7.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.6 80 -45 6.9 +8.3
ACWI iShares MSCI ACWI ETF 1.6 32 3 6.7 +8.1
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 6.3 +7.7
EPS WisdomTree U.S. Earnings 500 Fund 1.6 8 27 8.0 +9.4
SSPY Syntax Stratified LargeCap ETF 1.6 30 5 7.0 +8.4
MBOX Freedom Day Dividend ETF 1.6 39 -4 8.6 +10.0
PJP Invesco Dynamic Pharmaceuticals ETF 1.6 58 -23 8.5 +10.0
QDEF FlexShares Quality Dividend Defensive Index Fund 1.6 37 -2 7.3 +8.8
SDEP SFP Core Equity Strategy 1.6 0 35 7.2 +8.7
PZLD Puzzle Divdend Leaders 1.6 10 25 7.1 +8.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.6 12 23 6.8 +8.3
AVDR AVDR US LargeCap Leading ETF 1.6 60 -25 6.6 +8.0
CGUS Capital Group Core Equity ETF 1.6 33 2 6.5 +8.0
AVDG AVDR US LargeCap ESG ETF 1.6 60 -25 6.1 +7.6
VSL Volshares Large Capital ETF 1.6 65 -30 5.9 +7.3
ECOZ TrueMark ESG Active Opportunities ETF 1.6 58 -23 5.3 +6.8
MBCC Monarch Blue Chips Core ETF 1.6 125 -90 4.1 +5.5
IUS Invesco Strategic US ETF 1.6 19 16 7.5 +9.0
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 23 7.0 +8.5
RYLD Global X Russell 2000 Covered Call ETF 1.5 60 -25 1.1 +2.5
KLCD KFA Large Cap Quality Dividend Index ETF 1.5 42 -7 6.7 +8.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 30 5 8.6 +10.1
EVX VanEck Environmental Services ETF 1.5 55 -20 3.7 +5.1
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 -4 7.9 +9.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.5 20 15 7.7 +9.1
ITEQ BlueStar Israel Technology ETF 1.5 75 -40 1.9 +3.4
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 6.8 +8.2
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.5 19 16 8.5 +9.9
LOPX Direxion Low Priced Stock ETF 1.5 50 -15 -18.3 -16.9
VLU SPDR S&P 1500 Value Tilt ETF 1.5 12 23 8.6 +10.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 5 7.4 +8.9
VT Vanguard Total World Stock ETF 1.5 8 27 6.8 +8.3
MOO VanEck Agribusiness ETF 1.5 56 -21 6.6 +8.0
QDF FlexShares Quality Dividend Index Fund 1.5 37 -2 7.8 +9.3
TTAC TrimTabs US Free Cash Flow Quality ETF 1.5 59 -24 7.3 +8.8
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 6 8.3 +9.7
DURA VanEck Morningstar Durable Dividend ETF 1.5 29 6 7.7 +9.2
DBLV AdvisorShares DoubleLine Value Equity ETF 1.5 91 -56 6.9 +8.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.5 52 -17 6.9 +8.3
DIVS SmartETFs Dividend Builder ETF 1.5 65 -30 6.2 +7.7
ABEQ Absolute Core Strategy ETF 1.5 85 -50 4.9 +6.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.5 18 17 6.3 +7.8
TMFC Motley Fool 100 Index ETF 1.5 50 -15 5.0 +6.4
JVAL JPMorgan U.S. Value Factor ETF 1.5 12 23 9.6 +11.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.5 64 -29 8.2 +9.7
OEF iShares S&P 100 ETF 1.5 20 15 6.2 +7.7
COWZ Pacer US Cash Cows 100 ETF 1.4 49 -14 12.7 +14.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.4 75 -40 8.2 +9.6
FVD First Trust Value Line Dividend Index Fund 1.4 70 -35 6.2 +7.7
JDIV JPMorgan U.S. Dividend ETF 1.4 12 23 8.6 +10.0
QYLD Global X NASDAQ 100 Covered Call ETF 1.4 60 -25 5.3 +6.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 15 8.8 +10.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.4 21 14 4.3 +5.8
QRMI Global X NASDAQ 100 Risk Managed Income ETF 1.4 60 -25 5.3 +6.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 6.6 +8.0
WKLY SoFi Weekly Dividend ETF 1.4 49 -14 8.3 +9.7
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 1.4 60 -25 5.4 +6.9
KONG Formidable Fortress ETF 1.4 89 -54 6.2 +7.6
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -30 3.7 +5.1
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 5 6.7 +8.2
FITE SPDR Kensho Future Security ETF 1.4 45 -10 3.7 +5.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.4 25 10 7.9 +9.3
NUSI Nationwide Risk-Managed Income ETF 1.4 68 -33 6.0 +7.4
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 20 7.7 +9.2
QTR Global X NASDAQ 100 Tail Risk ETF 1.4 60 -25 5.2 +6.7
LYFE 2nd Vote Life Neutral Plus ETF 1.4 75 -40 8.1 +9.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.4 25 10 7.8 +9.2
EGIS 2nd Vote Society Defended ETF 1.4 75 -40 7.5 +8.9
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.4 45 -10 6.3 +7.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -25 8.1 +9.5
QQQM Invesco NASDAQ 100 ETF 1.4 15 20 6.2 +7.6
QQQ Invesco QQQ Trust 1.4 20 15 6.0 +7.5
FDM First Trust Dow Jones Select Microcap Index Fund 1.4 60 -25 8.6 +10.0
QCLR Global X NASDAQ 100 Collar 95-110 ETF 1.3 60 -25 5.0 +6.5
MOON Direxion Moonshot Innovators ETF 1.3 65 -30 -20.4 -18.9
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.3 25 10 11.2 +12.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.3 50 -15 8.7 +10.2
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 8.0 +9.4
DWAS Invesco DWA SmallCap Momentum ETF 1.3 60 -25 5.4 +6.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -25 8.5 +10.0
FBCG Fidelity Blue Chip Growth ETF 1.3 59 -24 2.9 +4.3
ISRA VanEck Israel ETF 1.3 62 -27 7.9 +9.3
WGRO WisdomTree U.S. Growth & Momentum Fund 1.3 55 -20 7.8 +9.3
RWL Invesco S&P 500 Revenue ETF 1.3 39 -4 7.5 +8.9
THNQ ROBO Global Artificial Intelligence ETF 1.2 68 -33 3.5 +5.0
IVLC Invesco US Large Cap Core ESG ETF 1.2 48 -13 6.2 +7.6
BFIT Global X Health & Wellness ETF 1.2 50 -15 6.2 +7.6
SNSR Global X Internet of Things Thematic ETF 1.2 68 -33 5.7 +7.1
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 1.2 58 -23 4.1 +5.6
IVSG Invesco Select Growth ETF 1.2 48 -13 5.3 +6.7
BOTZ Global X Robotics & Artificial Intelligence ETF 1.2 68 -33 3.3 +4.8
EZM WisdomTree U.S. MidCap Earnings Fund 1.2 38 -3 11.0 +12.5
IWN iShares Russell 2000 Value ETF 1.2 24 11 6.0 +7.5
DLN WisdomTree U.S. LargeCap Dividend Fund 1.2 28 7 7.2 +8.7
WRND IQ Global Equity R&D Leaders ETF 1.2 18 17 8.2 +9.6
VTWV Vanguard Russell 2000 Value Index Fund 1.2 15 20 2.8 +4.2
TYNE Direxion Nanotechnology ETF 1.2 65 -30 -72.3 -70.8
FTQI First Trust Nasdaq BuyWrite Income ETF 1.2 85 -50 4.1 +5.5
IPO Renaissance IPO ETF 1.2 60 -25 18.2 +19.6
SDG iShares Sustainable MSCI Global Impact ETF 1.2 49 -14 8.9 +10.3
BFOR Barron's 400 ETF 1.2 70 -35 9.7 +11.1
IOO iShares Global 100 ETF 1.1 40 -5 6.3 +7.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.1 25 10 6.6 +8.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -40 7.8 +9.3
LCG Sterling Capital Focus Equity ETF 1.1 59 -24 5.5 +6.9
PZLG Puzzle Mature Growth 1.1 10 25 4.9 +6.4
FIW First Trust Water ETF 1.1 54 -19 4.3 +5.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 0 11.0 +12.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 15 6.0 +7.5
SQEW LeaderShares Equity Skew ETF 1.1 75 -40 6.8 +8.2
MOTE VanEck Morningstar ESG Moat ETF 1.1 49 -14 6.4 +7.9
TECB iShares US Tech Breakthrough Multisector ETF 1.1 40 -5 6.0 +7.4
CBSE Changebridge Capital Sustainable Equity ETF 1.1 85 -50 0.0 +1.5
DTD WisdomTree U.S.Total Dividend Fund 1.1 28 7 7.5 +9.0
QUAL iShares MSCI Usa Quality Factor ETF 1.1 15 20 6.7 +8.2
DFSV Dimensional US Small Cap Value ETF 1.1 31 4 9.3 +10.7
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.1 108 -73 7.2 +8.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 52 -17 6.4 +7.9
TPHD Timothy Plan High Dividend Stock ETF 1.1 52 -17 6.7 +8.2
GBLO Global Beta Low Beta ETF 1.1 29 6 8.0 +9.4
JFWD Jacob Forward ETF 1.1 75 -40 -13.8 -12.3
DIVB iShares U.S. Dividend & Buyback ETF 1.1 25 10 8.0 +9.4
RYJ Invesco Raymond James SB-1 Equity ETF 1.0 75 -40 3.4 +4.9
VUSE Vident Core US Equity Fund 1.0 48 -13 11.6 +13.0
QQMG Invesco ESG NASDAQ 100 ETF 1.0 20 15 6.3 +7.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -40 7.4 +8.9
UGCE Uncommon Portfolio Design Core Equity ETF 1.0 65 -30 6.9 +8.4
OALC OneAscent Large Cap Core ETF 1.0 76 -41 6.6 +8.1
KNGS UPHOLDINGS Compound Kings ETF 1.0 60 -25 4.3 +5.7
FFND Future Fund Active ETF 1.0 101 -66 2.5 +3.9
PRNT The 3D Printing ETF 1.0 66 -31 -11.3 -9.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 29 8.0 +9.5
DEEP Roundhill Acquirers Deep Value ETF 1.0 80 -45 13.6 +15.1
NUDV Nuveen ESG Dividend ETF 1.0 25 10 7.9 +9.3
BFTR Future Innovators ETF 1.0 80 -45 1.4 +2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 10.1 +11.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 30 5 7.7 +9.2
XT iShares Exponential Technologies ETF 0.9 46 -11 4.5 +6.0
XDAT Franklin Exponential Data ETF 0.9 50 -15 3.2 +4.7
SIXS 6 Meridian Small Cap Equity ETF 0.9 100 -65 10.0 +11.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 6 9.0 +10.4
VYM Vanguard High Dividend Yield Index ETF 0.9 6 29 8.2 +9.7
UVDV UVA Dividend Value ETF 0.9 80 -45 7.3 +8.7
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 -4 13.4 +14.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.8 52 -17 5.9 +7.3
FDMO Fidelity Momentum Factor ETF 0.8 29 6 4.9 +6.3
IVEG iShares Emergent Food and AgTech Multisector ETF 0.8 47 -12 7.2 +8.6
DFAT Dimensional U.S. Targeted Value ETF 0.8 34 1 9.3 +10.7
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 -4 9.6 +11.1
ACIO Aptus Collared Income Opportunity ETF 0.8 79 -44 5.5 +7.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.8 47 -12 0.2 +1.6
ARKQ Ark Autonomous Tech. & Robotics ETF 0.8 75 -40 -2.6 -1.1
QLC FlexShares US Quality Large Cap Index Fund 0.8 32 3 7.2 +8.7
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 22 6.0 +7.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 7.0 +8.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 10 7.8 +9.3
IBB iShares NASDAQ Biotechnology ETF 0.7 45 -10 0.1 +1.6
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -40 7.8 +9.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 10.3 +11.8
ARKK ARK Innovation ETF 0.7 75 -40 -6.8 -5.3
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 29 8.8 +10.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.7 65 -30 7.0 +8.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.7 0 35 0.1 +1.5
KSCD KFA Small Cap Quality Dividend Index ETF 0.7 51 -16 6.7 +8.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.7 28 7 7.4 +8.8
FQAL Fidelity Quality Factor ETF 0.7 29 6 7.3 +8.8
MVPS Amplify Thematic All-Stars ETF 0.6 49 -14 2.3 +3.8
GURU Global X Guru Index ETF 0.6 75 -40 2.4 +3.8
DUHP Dimensional US High Profitability ETF 0.6 22 13 8.6 +10.1
SMMD iShares Russell 2500 ETF 0.6 15 20 7.0 +8.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 16 7.3 +8.7
AFLG First Trust Active Factor Large Cap ETF 0.6 55 -20 7.9 +9.3
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 5.8 +7.3
VFMF Vanguard U.S. Multifactor ETF 0.6 19 16 10.3 +11.8
WLDR Affinity World Leaders Equity ETF 0.5 67 -32 10.4 +11.8
VBR Vanguard Small Cap Value Index Fund 0.5 7 28 9.1 +10.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -35 10.6 +12.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.5 37 -2 8.6 +10.1
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.5 35 0 8.3 +9.8
STLV iShares Factors US Value Style ETF 0.5 25 10 9.7 +11.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.5 38 -3 10.0 +11.5
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 9.4 +10.9
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 60 -25 10.8 +12.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -24 14.1 +15.6
PY Principal Shareholder Yield Index ETF 0.4 15 20 11.5 +13.0
JEPI JPMorgan Equity Premium Income ETF 0.4 35 0 5.7 +7.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 70 -35 11.1 +12.6
WTV WisdomTree US Value Fund 0.4 12 23 9.9 +11.4
EQOP Natixis U.S. Equity Opportunities ETF 0.4 90 -55 6.8 +8.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 9.3 +10.8
VALQ American Century STOXX U.S. Quality Value ETF 0.3 29 6 10.1 +11.5
AIQ Global X Future Analytics Tech ETF 0.3 68 -33 5.5 +6.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -4 8.3 +9.7
STLG iShares Factors US Growth Style ETF 0.3 25 10 8.7 +10.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.3 30 5 10.3 +11.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 72 -37 13.1 +14.5
RNSC Small Cap US Equity Select ETF 0.2 60 -25 9.3 +10.8
AIEQ AI Powered Equity ETF 0.2 80 -45 6.5 +7.9
VFVA Vanguard U.S. Value Factor ETF 0.2 14 21 13.0 +14.5
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 8 6.3 +7.7
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 -3 9.2 +10.7
IECS iShares Evolved U.S. Consumer Staples ETF 0.1 18 17 5.7 +7.1
IETC iShares Evolved U.S. Technology ETF 0.1 18 17 5.7 +7.2
CSD Invesco S&P Spin-Off ETF 0.0 65 -30 6.0 +7.5
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 10 10.4 +11.8

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

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 SPDR S&P Health Care Equipment 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 -3.6 %
Divided by: Fwd. P/BV 3.3 x
Less: Expense ratio 35 bp
Equals: ALTAR Score -1.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.37 CATEGORY
AVERAGE		 1.49
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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