State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.5% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 28.2x P/Sales
ratio		 2.2x
P/BV
ratio		 2.1x Div.
yield		 0.7%


  • 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) $148
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 63
Wgt avg mkt cap (mns) $22,809
Large cap (>$10bn) 33.9%
Mid cap ($2-10bn) 26.6%
Small cap (<$2bn) 37.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NEOGEN CORP 2.9 %
ENVISTA HOLDINGS CORP. 2.4 %
INTEGER HOLDINGS CORPORATION 2.2 %
UFP TECHNOLOGIES INC 2.1 %
LANTHEUS HOLDINGS INC 2.1 %
ALIGN TECHNOLOGY INC 2.1 %
PENUMBRA, INC. 2.1 %
DENTSPLY SIRONA, INC. 2.1 %
AXOGEN, INC. 2.1 %
BAXTER INTERNATIONAL INC 2.0 %
Total 22.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.8 %
BRITAIN 3.5 %
IRELAND 3.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.9% -8.4% -6.1% 8.4% 9.5%

Market Correlations
versus... Beta R-squared
S&P500 0.89 53%
MSCI EAFE 0.92 41%
MSCI Emg. Mkts. 0.72 30%

Technical Indicators
Recent close $87.11
30d moving avg. $87.46
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.8%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the State Street 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™: 3.5%


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 38.2 40 -5 3.9 +0.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 31.3 68 -33 2.3 -1.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.3 40 -5 6.9 +3.4
PSCH Invesco S&P SmallCap Health Care ETF 21.6 29 6 2.5 -1.0
HEAL Global X HealthTech ETF 20.3 50 -15 -1.5 -4.9
FXH First Trust Health Care AlphaDEX Fund 18.6 62 -27 4.6 +1.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 18.4 65 -30 0.5 -2.9
FMED Fidelity Disruptive Medicine ETF 17.1 50 -15 -1.2 -4.7
FDHT Fidelity Digital Health ETF 16.6 39 -4 1.7 -1.8
VHT Vanguard Health Care ETF 16.1 9 26 4.8 +1.4
FHLC Fidelity MSCI Health Care Index ETF 15.9 8 27 5.0 +1.6
IYH iShares U.S. Healthcare ETF 15.7 40 -5 5.4 +2.0
XLV The Health Care Select Sector SPDR Fund 15.1 8 27 6.1 +2.7
AGNG Global X Aging Population ETF 13.5 50 -15 3.8 +0.3
BMED Future Health ETF 13.4 85 -50 1.1 -2.4
IXJ iShares Global Healthcare ETF 12.3 42 -7 5.7 +2.3
HRTS Tema Heart & Health ETF 11.4 75 -40 2.7 -0.8
LFSC F/m Emerald Life Sciences Innovation ETF 11.4 79 -44 0.0 -3.5
ANEW ProShares MSCI Transformational Changes ETF 11.1 45 -10 4.4 +0.9
DTEC ALPS Disruptive Technologies ETF 9.2 50 -15 3.8 +0.3
CSMD Congress SMid Growth ETF 9.1 69 -34 3.4 -0.1
QQQS Invesco NASDAQ Future Gen 200 ETF 8.9 20 15 -4.3 -7.7
HART IQ Healthy Hearts ETF 8.8 45 -10 5.6 +2.2
GDOC Goldman Sachs Future Health Care Equity ETF 8.8 75 -40 0.8 -2.6
PINK Simplify Health Care ETF 8.8 50 -15 0.9 -2.6
USRD Themes US R&D Champions ETF 8.7 29 6 4.3 +0.8
MEDI Harbor Health Care ETF 7.7 80 -45 -1.4 -4.8
TMFM Motley Fool Mid-Cap Growth ETF 7.1 85 -50 2.0 -1.5
RUNN Running Oak Efficient Growth ETF 7.0 58 -23 4.5 +1.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.7 49 -14 5.1 +1.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 -25 3.9 +0.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.3 60 -25 -1.8 -5.2
JDOC JPMorgan Healthcare Leaders ETF 6.3 65 -30 3.3 -0.2
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 -14 6.4 +3.0
MID American Century Mid Cap Growth Impact ETF 5.9 45 -10 2.9 -0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.8 38 -3 5.2 +1.7
SQLV Royce Quant Small-Cap Quality Value ETF 5.6 60 -25 8.4 +4.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.6 60 -25 3.9 +0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.6 40 -5 5.2 +1.7
CWS AdvisorShares Focused Equity ETF 5.5 84 -49 4.6 +1.1
BLCV iShares Large Cap Value Active ETF 5.5 53 -18 6.4 +2.9
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 6 3.8 +0.3
TMFS Motley Fool Small-Cap Growth ETF 5.4 85 -50 1.2 -2.3
PSET Principal Quality ETF 5.4 15 20 4.7 +1.3
FLV American Century Focused Large Cap Value ETF 5.3 42 -7 5.8 +2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.2 58 -23 3.5 -0.0
KNO AXS Knowledge Leaders ETF 5.2 78 -43 4.3 +0.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.1 15 20 3.1 -0.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.1 85 -50 4.0 +0.6
GGRW Gabelli Growth Innovators ETF 5.0 90 -55 2.0 -1.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 4.8 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 4.8 +1.3
VOT Vanguard Mid-Cap Growth ETF 4.9 7 28 3.2 -0.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 3.3 -0.2
DAK Dakota Active Equity ETF 4.7 43 -8 3.8 +0.4
CAML Congress Large Cap Growth ETF 4.7 66 -31 2.4 -1.1
SXQG ETC 6 Meridian Quality Growth ETF 4.6 100 -65 2.9 -0.6
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 5.9 +2.4
PCGG Polen Capital Global Growth ETF 4.5 85 -50 3.7 +0.3
GINN Goldman Sachs Innovate Equity ETF 4.5 52 -17 3.9 +0.4
AQEC AQE Core ETF 4.4 49 -14 4.9 +1.5
SPMV Invesco S&P 500 Minimum Variance ETF 4.4 10 25 5.1 +1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 0 5.0 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -23 4.8 +1.4
MNZL Manzil Russell Halal USA Broad MarketETF 4.2 40 -5 4.0 +0.5
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 0 4.2 +0.8
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 12 2.8 -0.7
QGRO American Century U.S. Quality Growth ETF 4.2 29 6 3.9 +0.5
DURA VanEck Durable High Dividend ETF 4.1 29 6 6.1 +2.7
ALTL Pacer Lunt Large Cap Alternator ETF 4.1 60 -25 4.7 +1.2
NIXT Research Affiliates Deletions ETF 4.1 9 26 7.2 +3.7
CATH Global X S&P 500 Catholic Values Custom ETF 4.1 29 6 4.1 +0.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 20 5.5 +2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -17 4.8 +1.3
PRNT 3D Printing ETF 4.0 66 -31 1.3 -2.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 -14 3.7 +0.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 3.9 12 23 6.9 +3.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 0 3.8 +0.3
ETHO Etho Climate Leadership U.S. ETF 3.9 47 -12 4.6 +1.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 15 4.4 +0.9
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 -25 4.4 +1.0
PWB Invesco Large Cap Growth ETF 3.9 56 -21 2.2 -1.3
FTGS First Trust Growth Strength ETF 3.8 60 -25 3.6 +0.1
SPIT F/m Emerald Special Situations ETF 3.7 105 -70 -0.7 -4.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -35 4.5 +1.1
MOAT VanEck Morningstar Wide Moat ETF 3.7 46 -11 5.2 +1.7
MVAL VanEck Morningstar Wide Moat Value ETF 3.7 49 -14 5.6 +2.2
HLAL Wahed FTSE USA Shariah ETF 3.7 50 -15 3.9 +0.4
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 -5 5.3 +1.8
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 6.0 +2.5
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 0 6.1 +2.6
JGRW Jensen Quality Growth ETF 3.6 57 -22 3.9 +0.5
ABEQ Absolute Select Value ETF 3.6 85 -50 4.1 +0.6
FTCS First Trust Capital Strength ETF 3.6 55 -20 5.2 +1.7
IBRN iShares Neuroscience and Healthcare ETF 3.6 47 -12 0.0 -3.5
BRIF FIS Bright Portfolios Focused Equity ETF 3.6 65 -30 3.8 +0.3
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 9.5 +6.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -35 2.1 -1.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.5 55 -20 3.2 -0.3
XOEF iShares S&P 500 ex S&P 100 ETF 3.5 20 15 4.7 +1.3
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 0 5.2 +1.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.5 59 -24 4.8 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.5 40 -5 5.2 +1.7
DBSC Deepwater Beachfront Small Cap ETF 3.5 85 -50 1.2 -2.3
NANC Unusual Whales Subversive Democratic Trading ETF 3.5 75 -40 3.1 -0.4
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 5.9 +2.4
DFLV Dimensional US Large Cap Value ETF 3.4 22 13 6.3 +2.8
DFUV Dimensional US Marketwide Value ETF 3.4 22 13 6.3 +2.9
LCF Touchstone US Large Cap Focused ETF 3.4 69 -34 3.7 +0.2
AVMC Avantis U.S. Mid Cap Equity ETF 3.4 18 17 6.0 +2.5
DVND Touchstone Dividend Select ETF 3.4 67 -32 5.2 +1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 3.4 30 5 2.8 -0.6
CHRI Global X S&P 500 Christian Values ETF 3.4 29 6 4.1 +0.6
XJR iShares ESG Screened S&P Small-Cap ETF 3.4 12 23 6.5 +3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -15 3.4 -0.1
QLTY GMO U.S. Quality ETF 3.3 50 -15 4.0 +0.6
CVAR Cultivar ETF 3.3 87 -52 6.7 +3.2
CGDV Capital Group Dividend Value ETF 3.3 33 2 3.9 +0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 29 3.6 +0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.6 +1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 20 6.1 +2.6
IWFG IQ Winslow Focused Large Cap Growth ETF 3.3 65 -30 2.2 -1.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.3 45 -10 3.7 +0.2
PRAY FIS Christian Stock Fund 3.3 69 -34 4.0 +0.5
FPX First Trust US Equity Opportunities ETF 3.2 61 -26 1.0 -2.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.2 55 -20 9.0 +5.5
PSC Principal U.S. Small-Cap ETF 3.2 38 -3 3.9 +0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 20 4.3 +0.8
TMFX Motley Fool Next Index ETF 3.2 50 -15 3.0 -0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 20 6.9 +3.5
JEPI JPMorgan Equity Premium Income ETF 3.2 35 0 4.6 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 5.7 +2.2
VO Vanguard Mid-Cap ETF 3.2 4 31 5.3 +1.8
IWO iShares Russell 2000 Growth ETF 3.2 24 11 0.5 -2.9
QDIV Global X S&P 500 Quality Dividend ETF 3.2 20 15 7.5 +4.0
FFOX FundX Future Fund Opportunities ETF 3.1 100 -65 2.3 -1.2
RND First Trust Bloomberg R&D Leaders ETF 3.1 60 -25 2.6 -0.9
JPSV JPMorgan Active Small Cap Value ETF 3.1 74 -39 7.7 +4.3
SIZE iShares MSCI USA Size Factor ETF 3.1 15 20 5.5 +2.1
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.2 +1.7
TMFG Motley Fool Global Opportunities ETF 3.1 85 -50 3.8 +0.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 26 4.8 +1.3
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 26 5.5 +2.1
IJS iShares S&P Small-Cap 600 Value ETF 3.1 18 17 9.3 +5.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -29 1.4 -2.1
PEXL Pacer US Export Leaders ETF 3.1 60 -25 3.3 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.1 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 23 3.7 +0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.1 20 15 0.9 -2.6
SDY State Street SPDR S&P Dividend ETF 3.1 35 0 5.8 +2.3
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.5 +2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 3.0 59 -24 1.9 -1.6
FSGS First Trust SMID Growth Strength ETF 3.0 60 -25 4.9 +1.4
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -20 4.1 +0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.5 +3.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.0 10 25 9.3 +5.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 4 5.6 +2.2
FFND Future Fund Active ETF 3.0 100 -65 4.3 +0.9
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.8 -0.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.0 39 -4 3.8 +0.3
IJR iShares Core S&P Small Cap ETF 3.0 6 29 6.6 +3.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 3.9 +0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 25 4.4 +1.0
ITAN Sparkline Intangible Value ETF 2.9 50 -15 6.4 +2.9
VIOO Vanguard S&P Small-Cap 600 ETF 2.9 7 28 6.5 +3.0
ROBO ROBO Global Robotics & Automation Index ETF 2.9 95 -60 2.5 -1.0
BFOR ALPS Barron's 400 ETF 2.9 65 -30 5.0 +1.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 26 5.3 +1.8
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -30 3.7 +0.2
CHGX AXS Change Finance ESG ETF 2.9 49 -14 4.8 +1.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.9 15 20 9.3 +5.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.9 18 17 3.8 +0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.8 20 15 4.3 +0.8
GVLU Gotham 1000 Value ETF 2.8 50 -15 8.1 +4.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.8 10 25 3.8 +0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.8 60 -25 3.7 +0.2
IWX iShares Russell Top 200 Value ETF 2.8 20 15 5.2 +1.7
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 9 3.0 -0.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.8 3 32 6.7 +3.2
FEGE First Eagle Global Equity ETF 2.8 79 -44 5.7 +2.2
VUSV Vanguard Wellington U.S. Value Active ETF 2.8 30 5 5.8 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 2.8 29 6 6.4 +3.0
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -40 6.2 +2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 23 5.6 +2.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 26 4.0 +0.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 22 5.6 +2.2
BOTZ Global X Robotics & Artificial Intelligence ETF 2.7 69 -34 1.7 -1.7
ISMD Inspire Small/Mid Cap ETF 2.7 54 -19 5.5 +2.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.7 75 -40 4.2 +0.7
AVSC Avantis U.S Small Cap Equity ETF 2.7 25 10 4.9 +1.5
TOLL Tema Durable Quality ETF 2.7 75 -40 4.0 +0.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.7 15 20 3.9 +0.4
TMAT Main Thematic Innovation ETF 2.7 164 -129 -2.0 -5.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 0 4.5 +1.0
ROSC Hartford Multifactor Small Cap ETF 2.7 34 1 7.4 +3.9
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 9 5.3 +1.8
DSTL Distillate US Fundamental Stability & Value ETF 2.6 39 -4 7.3 +3.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.6 12 23 3.6 +0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 6.1 +2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 26 4.5 +1.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.6 20 15 4.3 +0.8
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 4.9 +1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 5 7.3 +3.8
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 -7 5.4 +2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.6 71 -36 -0.6 -4.1
VTWG Vanguard Russell 2000 Growth ETF 2.6 10 25 0.7 -2.8
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 4.2 +0.7
PRXV Praxis Impact Large Cap Value ETF 2.6 36 -1 5.6 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -30 1.5 -1.9
VONV Vanguard Russell 1000 Value ETF 2.6 7 28 5.6 +2.2
VIG Vanguard Dividend Appreciation ETF 2.5 5 30 4.9 +1.4
IWD iShares Russell 1000 Value ETF 2.5 19 16 5.5 +2.1
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 31 5.7 +2.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.4 +1.9
CSD Invesco S&P Spin-Off ETF 2.5 65 -30 3.9 +0.4
ACVF American Conservative Values ETF 2.5 75 -40 3.8 +0.4
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 31 5.4 +1.9
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.6 +1.2
BOUT Innovator IBD Breakout Opportunities ETF 2.4 81 -46 3.1 -0.3
IWR iShares Russell Midcap ETF 2.4 19 16 5.5 +2.0
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 29 2.8 -0.7
DEUS Xtrackers Russell US Multifactor ETF 2.4 17 18 6.4 +2.9
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -24 3.2 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.4 +1.0
VOOV Vanguard S&P 500 Value ETF 2.4 7 28 5.6 +2.2
SVAL iShares US Small Cap Value Factor ETF 2.4 20 15 7.6 +4.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 17 6.8 +3.3
STXK Strive Small-Cap ETF 2.4 18 17 5.3 +1.8
DSPY Tema S&P 500 Historical Weight ETF 2.4 18 17 4.6 +1.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.4 95 -60 -0.5 -4.0
IVE iShares S&P 500 Value ETF 2.4 18 17 5.5 +2.1
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -15 5.2 +1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 31 5.7 +2.2
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 26 4.1 +0.7
VBK Vanguard Small-Cap Growth ETF 2.4 7 28 1.3 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.3 +0.8
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 6.7 +3.2
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 26 4.3 +0.9
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -30 4.6 +1.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 4.7 +1.2
PTL Inspire 500 ETF 2.3 9 26 4.6 +1.1
TOPC iShares S&P 500 3% Capped ETF 2.3 15 20 4.5 +1.0
OPTZ Optimize Strategy Index ETF 2.3 50 -15 3.9 +0.5
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -37 5.8 +2.4
IUSV iShares Core S&P US Value ETF 2.3 4 31 5.8 +2.3
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 22 5.6 +2.2
MGV Vanguard Mega Cap Value ETF 2.3 7 28 5.5 +2.0
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.5 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 11 6.1 +2.7
DGRO iShares Core Dividend Growth ETF 2.3 8 27 5.5 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.4 -1.1
VB Vanguard Small-Cap ETF 2.2 5 30 5.3 +1.8
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -20 3.9 +0.4
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -55 3.3 -0.2
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 4.9 +1.4
WCEO Hypatia Women CEO ETF 2.2 85 -50 5.0 +1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.2 17 18 4.2 +0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 -25 6.0 +2.5
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -44 3.4 -0.1
STXD Strive 1000 Dividend Growth ETF 2.2 35 0 4.4 +0.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 16 5.0 +1.5
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 5.7 +2.2
BIBL Inspire 100 ETF 2.2 35 0 4.4 +0.9
CGGR Capital Group Growth ETF 2.2 39 -4 2.6 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -14 4.1 +0.6
RSSL Global X Russell 2000 ETF 2.1 8 27 2.9 -0.6
SFYX SoFi Next 500 ETF 2.1 0 35 5.0 +1.5
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 -25 4.4 +1.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.1 +2.6
VBR Vanguard Small Cap Value ETF 2.1 7 28 7.9 +4.4
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 5.0 +1.5
IWM iShares Russell 2000 ETF 2.1 19 16 2.8 -0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 11 7.2 +3.7
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 -1 4.3 +0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 20 4.0 +0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.1 65 -30 5.1 +1.7
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 29 7.9 +4.4
IQM Franklin Intelligent Machines ETF 2.1 50 -15 1.3 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 26 4.2 +0.7
XVV iShares ESG Screened S&P 500 ETF 2.1 8 27 4.3 +0.8
VOE Vanguard Mid-Cap Value ETF 2.1 7 28 6.7 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -24 5.1 +1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 5.3 +1.8
CCFE Concourse Capital Focused Equity ETF 2.1 95 -60 2.4 -1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 10 25 4.2 +0.8
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.6 +1.2
OALC OneAscent Large Cap Core ETF 2.0 86 -51 3.7 +0.2
KRMA Global X Conscious Companies ETF 2.0 43 -8 5.4 +1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 10 4.3 +0.8
MAGA Point Bridge America First ETF 2.0 72 -37 5.0 +1.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 15 7.1 +3.7
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 5.9 +2.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 20 5.0 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 3 4.1 +0.6
MFIG Motley Fool Innovative Growth Factor ETF 2.0 50 -15 2.9 -0.6
ILCG iShares Morningstar Growth ETF 2.0 4 31 3.2 -0.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 4.2 +0.7
PBUS Invesco MSCI USA ETF 2.0 4 31 4.3 +0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.0 20 15 6.2 +2.7
DFAS Dimensional U.S. Small Cap ETF 2.0 26 9 5.7 +2.2
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -13 3.9 +0.4
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 17 5.8 +2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.1 +1.6
VTV Vanguard Value ETF 2.0 4 31 5.8 +2.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -25 6.2 +2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.0 25 10 8.1 +4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 24 4.3 +0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 4.9 +1.4
BUL Pacer US Cash Cows Growth ETF 2.0 60 -25 3.4 -0.1
SCHA Schwab U.S. Small-Cap ETF 2.0 4 31 4.7 +1.2
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 4.4 +1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 33 4.3 +0.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 15 4.1 +0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.9 70 -35 3.7 +0.3
DVGR DAC 3D Dividend Growth ETF 1.9 65 -30 4.7 +1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 35 4.3 +0.8
NULC Nuveen ESG Large-Cap ETF 1.9 21 14 4.2 +0.7
VOTE TCW Transform 500 ETF 1.9 5 30 4.3 +0.8
IWS iShares Russell Mid-Cap Value ETF 1.9 23 12 6.2 +2.7
SNSR Global X Internet of Things ETF 1.9 68 -33 4.0 +0.6
SMRI Bushido Capital US Equity ETF 1.9 71 -36 8.4 +4.9
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.0 +0.5
SEMG Suncoast Select Growth ETF 1.9 60 -25 3.7 +0.2
VDIG Vanguard Wellington Dividend Growth Active ETF 1.9 40 -5 4.3 +0.8
VTWO Vanguard Russell 2000 ETF 1.9 7 28 2.9 -0.5
VOO Vanguard S&P 500 ETF 1.9 3 32 4.4 +0.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -17 7.1 +3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 6 6.6 +3.2
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.5 +1.0
IVV iShares Core S&P 500 ETF 1.9 3 32 4.4 +0.9
SPYM State Street SPDR Portfolio S&P 500 ETF 1.9 2 33 4.4 +0.9
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.6 +0.1
SPY SPDR S&P 500 ETF 1.9 9 26 4.3 +0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 32 4.5 +1.0
STXV Strive 1000 Value ETF 1.9 18 17 6.8 +3.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.9 12 23 5.3 +1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 28 4.2 +0.8
STRV Strive 500 ETF 1.9 5 30 4.3 +0.8
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.3 +0.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 4.6 +1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 4.3 +0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 18 5.1 +1.6
VTHR Vanguard Russell 3000 ETF 1.9 7 28 4.3 +0.8
VONE Vanguard Russell 1000 ETF 1.9 7 28 4.4 +0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 4.5 +1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 -25 9.6 +6.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 15 4.4 +0.9
DFUS Dimensional U.S. Equity ETF 1.8 9 26 4.2 +0.8
STXG Strive 1000 Growth ETF 1.8 18 17 3.3 -0.1
IWV iShares Russell 3000 ETF 1.8 20 15 4.2 +0.7
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 8.3 +4.8
VUG Vanguard Growth ETF 1.8 4 31 3.5 0.0
ENHU iShares Enhanced Large Cap Core Active ETF 1.8 22 13 4.3 +0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.3 +0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.8 35 0 6.5 +3.0
DIVS SmartETFs Dividend Builder ETF 1.8 65 -30 4.2 +0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.8 27 8 6.2 +2.8
UDI USCF Dividend Income Fund 1.8 65 -30 6.6 +3.2
SAMM Strategas Macro Momentum ETF 1.8 66 -31 3.6 +0.1
BLCR iShares Large Cap Core Active ETF 1.8 36 -1 3.1 -0.4
MDLV Morgan Dempsey Large Cap Value ETF 1.8 58 -23 5.7 +2.2
DIVL Madison Dividend Value ETF 1.8 65 -30 4.5 +1.1
SWP SWP Growth & Income ETF 1.8 99 -64 4.0 +0.6
MAVF Matrix Advisors Value ETF 1.8 75 -40 5.0 +1.6
RJDI RJ Eagle GCM Dividend Select Income ETF 1.8 55 -20 4.4 +1.0
VFMF Vanguard U.S. Multifactor ETF 1.8 18 17 6.8 +3.3
PRXG Praxis Impact Large Cap Growth ETF 1.8 36 -1 3.2 -0.3
IWB iShares Russell 1000 ETF 1.8 15 20 4.3 +0.8
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -14 4.5 +1.0
VV Vanguard Large-Cap ETF 1.8 4 31 4.3 +0.8
GXLC Global X U.S. 500 ETF 1.8 2 33 4.2 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 4.4 +1.0
DSMC Distillate Small/Mid Cash Flow ETF 1.8 55 -20 11.3 +7.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 17 4.1 +0.6
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 4.3 +0.8
IYY iShares Dow Jones U.S. ETF 1.8 20 15 4.2 +0.8
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 3.6 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 17 4.7 +1.3
MFMO Motley Fool Momentum Factor ETF 1.8 50 -15 2.3 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -8 3.6 +0.1
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.0 +2.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 5 4.2 +0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 20 5.2 +1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.8 49 -14 8.7 +5.3
SFY SoFi Select 500 ETF 1.8 0 35 3.9 +0.5
DFSV Dimensional US Small Cap Value ETF 1.8 31 4 9.0 +5.5
SUSA iShares MSCI USA ESG Select ETF 1.8 25 10 4.1 +0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.4 +2.0
FESM Fidelity Enhanced Small Cap ETF 1.8 28 7 2.5 -1.0
AGQI First Trust Active Global Quality Income ETF 1.7 85 -50 6.2 +2.8
APUE ActivePassive U.S. Equity ETF 1.7 45 -10 4.1 +0.6
CZAR Themes Natural Monopoly ETF 1.7 35 0 5.3 +1.8
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 4.4 +0.9
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -40 2.4 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -24 7.6 +4.1
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 4.4 +0.9
SCHK Schwab 1000 Index ETF 1.7 5 30 4.4 +0.9
DFVX Dimensional US Large Cap Vector ETF 1.7 22 13 5.3 +1.9
DUSA Davis Select U.S. Equity ETF 1.7 61 -26 7.2 +3.8
DWLD Davis Select Worldwide ETF 1.7 63 -28 6.7 +3.2
VYM Vanguard High Dividend Yield Index ETF 1.7 6 29 6.0 +2.6
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 17 5.6 +2.2
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 7 3.0 -0.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 6 6.4 +2.9
PJP Invesco Pharmaceuticals ETF 1.7 57 -22 6.8 +3.3
FTDS First Trust Dividend Strength ETF 1.7 70 -35 6.8 +3.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 35 7.4 +4.0
BEEX BeeHive ETF 1.7 84 -49 3.8 +0.3
IUS Invesco RAFI Strategic US ETF 1.7 19 16 5.8 +2.4
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 3.5 +0.0
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.5 +1.1
XT iShares Exponential Technologies ETF 1.7 46 -11 4.2 +0.7
CGDG Capital Group Dividend Growers ETF 1.7 47 -12 5.0 +1.5
RVRB Reverb ETF 1.7 30 5 4.0 +0.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 15 5.5 +2.0
IMCV iShares Morningstar Mid-Cap Value ETF 1.7 6 29 7.0 +3.5
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 31 4 1.8 -1.6
PAWZ ProShares Pet Care ETF 1.7 50 -15 3.6 +0.1
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -25 7.5 +4.0
FIW First Trust Water ETF 1.7 53 -18 4.6 +1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 -4 1.1 -2.3
IWL iShares Russell Top 200 ETF 1.7 15 20 4.0 +0.5
OEI Optimized Equity Income ETF 1.7 75 -40 3.4 -0.1
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.4 +1.0
JAVA JPMorgan Active Value ETF 1.7 44 -9 5.5 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 23 5.2 +1.7
HDV iShares Core High Dividend ETF 1.7 8 27 5.7 +2.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 10 6.3 +2.8
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 20 4.3 +0.9
FPAG FPA Global Equity ETF 1.6 49 -14 5.7 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 4.9 +1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 23 6.0 +2.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -15 8.4 +4.9
ILCV iShares Morningstar Value ETF 1.6 4 31 5.4 +1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 31 5.6 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -15 6.1 +2.7
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 6.6 +3.1
DGT State Street SPDR Global Dow ETF 1.6 50 -15 5.7 +2.2
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -25 3.5 -0.0
FDG American Century Focused Dynamic Growth ETF 1.6 45 -10 1.8 -1.7
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -24 2.8 -0.7
NBDS Neuberger Berman Disrupters ETF 1.6 55 -20 0.9 -2.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -5 3.6 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.6 65 -30 3.6 +0.1
LOUP Innovator Deepwater Frontier Tech ETF 1.6 70 -35 1.1 -2.4
AGIQ Sofi Agentic AI ETF 1.6 69 -34 7.3 +3.8
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 25 4.1 +0.6
TMFC Motley Fool 100 Index ETF 1.6 50 -15 3.2 -0.3
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 31 6.0 +2.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 6.4 +2.9
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.4 +0.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.6 29 6 6.9 +3.4
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 0 3.6 +0.1
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 6.9 +3.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 7.9 +4.4
DXUV Dimensional US Vector Equity ETF 1.6 28 7 5.3 +1.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 15 4.7 +1.2
MGC Vanguard Mega Cap ETF 1.6 7 28 4.0 +0.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 18 4.8 +1.3
STOX Horizon Core Equity ETF 1.5 70 -35 3.7 +0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 -0.2
SFTY Horizon Managed Risk ETF 1.5 77 -42 3.6 +0.1
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.1 +0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 23 3.5 0.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 5 4.0 +0.5
ARKG ARK Genomic Revolution ETF 1.5 75 -40 -2.3 -5.7
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.4 +3.9
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 4.0 +0.5
BLES Inspire Global Hope ETF 1.5 61 -26 5.7 +2.3
RGEF Rockefeller Global Equity ETF 1.5 55 -20 3.9 +0.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -40 0.9 -2.6
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.1 +4.6
ROUS Hartford Multifactor US Equity ETF 1.5 19 16 5.5 +2.1
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 4.8 +1.3
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.2 +1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 26 4.5 +1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 3.7 +0.2
IWC iShares Micro-Cap ETF 1.5 60 -25 -1.5 -4.9
FDMO Fidelity Momentum Factor ETF 1.5 15 20 2.6 -0.9
FQAL Fidelity Quality Factor ETF 1.5 15 20 4.8 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 1.5 23 12 6.0 +2.5
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 6.1 +2.7
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 31 3.3 -0.2
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.5 +0.0
VOOG Vanguard S&P 500 Growth ETF 1.5 7 28 3.2 -0.3
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.6 +0.1
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.7 +1.2
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -19 9.3 +5.8
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 -30 7.2 +3.7
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.2 +0.7
RAUS RACWI US ETF 1.5 15 20 4.3 +0.9
MBOX Freedom Day Dividend ETF 1.4 39 -4 6.9 +3.4
VXF Vanguard Extended Market ETF 1.4 5 30 3.9 +0.5
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 8 7.9 +4.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 6.1 +2.6
IVW iShares S&P 500 Growth ETF 1.4 18 17 3.1 -0.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 31 3.2 -0.3
USEW Cambria US EW ETF 1.4 30 5 4.2 +0.7
AVMV Avantis U.S. Mid Cap Value ETF 1.4 20 15 7.2 +3.7
EPS WisdomTree U.S. LargeCap Fund 1.4 8 27 4.9 +1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 4.9 +1.5
SFGV Sequoia Global Value ETF 1.4 23 12 7.0 +3.5
AVUS Avantis U.S. Equity ETF 1.4 15 20 4.9 +1.4
MGK Vanguard Mega Cap Growth ETF 1.4 7 28 3.5 +0.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -50 5.1 +1.6
FFOG Franklin Focused Growth ETF 1.4 61 -26 1.7 -1.8
TOK iShares MSCI Kokusai ETF 1.4 26 9 4.4 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 5 5.1 +1.6
PRF Invesco FTSE RAFI US 1000 ETF 1.4 34 1 5.9 +2.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 6.8 +3.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -26 5.8 +2.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 32 6.1 +2.7
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -7 6.0 +2.5
USMV iShares MSCI USA Min Vol Factor ETF 1.4 15 20 5.1 +1.6
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 4.8 +1.3
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 15 3.1 -0.4
RCGE RockCreek Global Equality ETF 1.3 95 -60 5.9 +2.5
USMF WisdomTree U.S. Multifactor Fund 1.3 28 7 6.5 +3.0
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 20 4.4 +1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.5 +1.1
AIEQ AI Powered Equity ETF 1.3 75 -40 3.8 +0.3
GSPY Gotham Enhanced 500 ETF 1.3 50 -15 4.6 +1.1
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.1 +1.6
URTH iShares MSCI World ETF 1.3 24 11 4.4 +1.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -14 6.6 +3.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 5.5 +2.0
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 4.8 +1.4
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -40 1.6 -1.9
FBOT Fidelity Disruptive Automation ETF 1.3 50 -15 3.0 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -30 4.8 +1.3
BGRO iShares Large Cap Growth Active ETF 1.3 55 -20 2.1 -1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.2 +2.7
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.4 +1.9
AQLT iShares MSCI Global Quality Factor ETF 1.3 18 17 0.0 -3.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -7 4.3 +0.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 30 7.5 +4.0
GEW Cambria Global EW ETF 1.2 29 6 5.4 +1.9
ARB AltShares Merger Arbitrage ETF 1.2 77 -42 2.6 -0.9
VONG Vanguard Russell 1000 Growth ETF 1.2 7 28 3.6 +0.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 5.9 +2.4
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -50 3.8 +0.4
AVUQ Avantis U.S. Quality ETF 1.2 15 20 3.7 +0.2
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 8.7 +5.3
MFVL Motley Fool Value Factor ETF 1.2 50 -15 5.5 +2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.2 19 16 5.1 +1.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 31 3.4 -0.0
IWF iShares Russell 1000 Growth ETF 1.2 19 16 3.5 0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 -3 6.8 +3.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 0 6.8 +3.3
OEF iShares S&P 100 ETF 1.2 20 15 4.0 +0.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.3 +2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 23 4.5 +1.1
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.7 +2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 27 4.5 +1.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -14 7.5 +4.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 17 3.2 -0.3
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -14 7.5 +4.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.2 12 23 6.4 +2.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.1 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -32 8.6 +5.2
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 22 1.8 -1.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 14 3.1 -0.4
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.5 +0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.4 +3.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -25 6.9 +3.4
ACWI iShares MSCI ACWI ETF 1.2 32 3 4.8 +1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 3.9 +0.4
WSML iShares MSCI World Small-Cap ETF 1.1 15 20 5.4 +1.9
VALQ American Century U.S. Quality Value ETF 1.1 29 6 6.8 +3.3
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 10 4.7 +1.2
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.6 +1.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -14 7.8 +4.3
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.7 +0.2
VT Vanguard Total World Stock ETF 1.1 6 29 5.1 +1.6
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 4.3 +0.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 7.5 +4.1
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 5.2 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 26 5.0 +1.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -3 3.9 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 10 6.4 +2.9
ULVM VictoryShares US Value Momentum ETF 1.1 20 15 6.2 +2.8
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.2 +0.8
IWN iShares Russell 2000 Value ETF 1.1 24 11 5.0 +1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 7 5.4 +1.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -25 8.2 +4.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -40 6.3 +2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -44 4.4 +1.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 10 6.4 +2.9
DSI iShares MSCI KLD 400 Social ETF 1.0 25 10 4.3 +0.8
STXM Strive Mid-Cap ETF 1.0 18 17 5.4 +1.9
IBOT Vaneck Robotics ETF 1.0 47 -12 3.4 -0.1
ROE Astoria US Quality Kings ETF 1.0 49 -14 5.5 +2.0
TAX Cambria Tax Aware ETF 1.0 49 -14 4.2 +0.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 3.7 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 6 5.8 +2.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 9.9 +6.5
JGRO JPMorgan Active Growth ETF 1.0 44 -9 2.5 -1.0
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 3.6 +0.2
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -24 2.3 -1.2
GURU Global X Guru Index ETF 1.0 75 -40 2.5 -0.9
DARP Grizzle Growth ETF 0.9 75 -40 1.8 -1.7
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 7 5.7 +2.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.2 +1.7
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 3.6 +0.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.8 +3.4
CGUS Capital Group Core Equity ETF 0.9 33 2 3.7 +0.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 15 4.8 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 15 5.5 +2.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -25 4.8 +1.3
GLOF iShares Global Equity Factor ETF 0.9 20 15 5.7 +2.3
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -7 3.7 +0.3
EBI Longview Advantage ETF 0.9 35 0 6.1 +2.6
TTAC FCF US Quality ETF 0.9 59 -24 5.2 +1.8
FDLS Inspire Fidelis Multi Factor ETF 0.8 76 -41 3.3 -0.2
OSCV Opus Small Cap Value ETF 0.8 79 -44 5.7 +2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 9.5 +6.0
FDWM Fidelity Women's Leadership ETF 0.8 59 -24 3.6 +0.2
MTUM iShares MSCI USA Momentum Factor ETF 0.8 15 20 2.8 -0.7
YNOT Horizon Digital Frontier ETF 0.8 75 -40 2.8 -0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -14 4.8 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 25 8.0 +4.5
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -40 5.5 +2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 7.8 +4.4
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 23 7.2 +3.8
AFLG First Trust Active Factor Large Cap ETF 0.7 55 -20 5.1 +1.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -25 5.6 +2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 25 4.3 +0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.7 15 20 7.9 +4.4
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 25 4.3 +0.8
SIXS ETC 6 Meridian Small Cap Equity ETF 0.7 89 -54 8.0 +4.5
DEEP Roundhill Acquirers Deep Value ETF 0.7 80 -45 16.2 +12.7
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 -24 4.8 +1.4
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.5 +1.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.7 25 10 11.5 +8.0
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 12 5.5 +2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 8.0 +4.5
MGMT Ballast Small/Mid Cap ETF 0.7 110 -75 7.2 +3.7
DIVB iShares Core Dividend ETF 0.7 5 30 7.3 +3.9
REVS Columbia Research Enhanced Value ETF 0.7 19 16 6.9 +3.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 8.3 +4.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 9.5 +6.0
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.1 +3.7
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.3 -2.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -14 5.0 +1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 10 5.5 +2.0
DUHP Dimensional US High Profitability ETF 0.6 21 14 5.1 +1.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 25 3.9 +0.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.6 45 -10 1.3 -2.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 5.0 +1.5
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 4.1 +0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.0 +1.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 -4 5.9 +2.5
RECS Columbia Research Enhanced Core ETF 0.5 15 20 5.4 +1.9
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 10 8.3 +4.8
IOO iShares Global 100 ETF 0.5 41 -6 4.0 +0.5
SMMD iShares Russell 2500 ETF 0.5 15 20 5.8 +2.3
LQPE PEO AlphaQuest Thematic PE ETF 0.5 125 -90 5.4 +1.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -24 8.5 +5.0
MOO VanEck Agribusiness ETF 0.5 53 -18 8.3 +4.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 0 5.6 +2.1
VLUE iShares MSCI USA Value Factor ETF 0.5 15 20 7.7 +4.2
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.2 +2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.4 +1.9
QDF FlexShares Quality Dividend Index Fund 0.5 37 -2 5.4 +2.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 9.1 +5.6
WSGE Warren Street Global Equity ETF 0.4 80 -45 2.9 -0.6
VAMO Cambria Value & Momentum ETF 0.4 61 -26 5.1 +1.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 -12 8.2 +4.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 7.4 +3.9
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.4 -2.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 6.7 +3.2
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 3.4 -0.0
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 -15 4.6 +1.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 10.3 +6.8
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 8.8 +5.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 8.4 +4.9
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.6 +2.1
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 13 4.9 +1.4
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.8 +0.4
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.2 +3.7
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 20 6.0 +2.5
FFF Founders 100 ETF 0.3 75 -40 2.8 -0.7
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -45 15.0 +11.6
HELX Franklin Genomic Advancements ETF 0.3 50 -15 -1.4 -4.9
NUDV Nuveen ESG Dividend ETF 0.2 26 9 6.0 +2.5
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -15 3.8 +0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 21 4.0 +0.5
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 6.9 +3.4
PY Principal Value ETF 0.2 15 20 7.0 +3.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.0 +1.6
ISRA VanEck Israel ETF 0.2 59 -24 5.9 +2.4
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.3 -3.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 8.6 +5.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 3.4 -0.1
TEXN iShares Texas Equity ETF 0.1 20 15 5.3 +1.9
IBB iShares Biotechnology ETF 0.1 45 -10 -0.5 -4.0
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 7.9 +4.4
VEGN US Vegan Climate ETF 0.0 60 -25 4.2 +0.7

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 Health Care Equipment ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.0 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 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.