State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.2% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 32.3x P/Sales
ratio		 2.4x
P/BV
ratio		 2.3x Div.
yield		 0.6%


  • 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) $154
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 61
Wgt avg mkt cap (mns) $23,847
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
TANDEM DIABETES CARE INC 2.8 %
AXOGEN, INC. 2.7 %
INSPIRE MEDICAL SYSTEMS, INC. 2.6 %
GLOBUS MEDICAL INC - A 2.5 %
HAEMONETICS CORP/MASS 2.5 %
ALPHATEC HOLDINGS INC 2.4 %
TRANSMEDICS GROUP, INC. 2.2 %
INTUITIVE SURGICAL INC 2.1 %
GLAUKOS CORP 2.0 %
SOLVENTUM CORP 2.0 %
Total 23.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.5 %
IRELAND 3.7 %
BRITAIN 3.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.5% -5.2% -3.4% 7.3% 9.8%

Market Correlations
versus... Beta R-squared
S&P500 0.88 55%
MSCI EAFE 0.93 44%
MSCI Emg. Mkts. 0.76 33%

Technical Indicators
Recent close $89.39
30d moving avg. $82.41
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 24
Turnover 1.4%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 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™: 3.2%


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
(%)
MDEV First Trust Indxx Medical Devices ETF 37.6 70 -35 4.7 +1.5
IHI iShares U.S. Medical Devices ETF 36.4 40 -5 4.0 +0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 30.8 68 -33 1.9 -1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 27.9 40 -5 7.5 +4.3
PSCH Invesco S&P SmallCap Health Care ETF 21.4 29 6 3.6 +0.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 21.0 65 -30 0.7 -2.5
HEAL Global X HealthTech ETF 21.0 50 -15 -1.6 -4.8
FMED Fidelity Disruptive Medicine ETF 19.5 50 -15 -0.6 -3.8
FXH First Trust Health Care AlphaDEX Fund 18.6 62 -27 7.9 +4.7
BMED Future Health ETF 17.4 85 -50 0.2 -3.0
FHLC Fidelity MSCI Health Care Index ETF 16.7 8 27 5.8 +2.6
VHT Vanguard Health Care ETF 16.3 9 26 5.5 +2.3
IYH iShares U.S. Healthcare ETF 16.2 40 -5 6.3 +3.1
XLV The Health Care Select Sector SPDR Fund 15.7 8 27 7.1 +3.9
MEDI Harbor Health Care ETF 15.3 80 -45 -1.5 -4.7
AGNG Global X Aging Population ETF 13.8 50 -15 4.5 +1.3
FDHT Fidelity Digital Health ETF 13.7 39 -4 1.5 -1.7
IXJ iShares Global Healthcare ETF 13.6 42 -7 6.6 +3.4
LFSC F/m Emerald Life Sciences Innovation ETF 12.8 79 -44 0.0 -3.2
HRTS Tema Heart & Health ETF 11.7 75 -40 2.2 -1.0
ANEW ProShares MSCI Transformational Changes ETF 11.7 45 -10 5.3 +2.1
GDOC Goldman Sachs Future Health Care Equity ETF 11.1 75 -40 2.6 -0.6
DTEC ALPS Disruptive Technologies ETF 9.8 50 -15 3.7 +0.5
PINK Simplify Health Care ETF 9.7 50 -15 0.8 -2.4
JDOC JPMorgan Healthcare Leaders ETF 9.5 65 -30 3.8 +0.6
HART IQ Healthy Hearts ETF 9.0 45 -10 6.0 +2.9
CSMD Congress SMid Growth ETF 8.5 69 -34 4.0 +0.8
HKND Humankind US Stock ETF 8.5 11 24 7.1 +3.9
HAPY Harbor Human Capital Factor Unconstrained ETF 8.3 50 -15 5.8 +2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 7.4 20 15 -4.4 -7.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.1 60 -25 5.0 +1.8
USRD Themes US R&D Champions ETF 7.0 29 6 4.6 +1.4
RUNN Running Oak Efficient Growth ETF 6.6 58 -23 5.1 +1.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.2 60 -25 -1.0 -4.2
BOUT Innovator IBD Breakout Opportunities ETF 6.1 81 -46 5.2 +2.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.1 60 -25 4.2 +1.0
TMFS Motley Fool Small-Cap Growth ETF 6.0 85 -50 2.7 -0.5
MID American Century Mid Cap Growth Impact ETF 6.0 45 -10 3.5 +0.3
QGRO American Century U.S. Quality Growth ETF 5.9 29 6 3.8 +0.7
FFOX FundX Future Fund Opportunities ETF 5.8 100 -65 3.4 +0.2
SQLV Royce Quant Small-Cap Quality Value ETF 5.5 60 -25 9.5 +6.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.5 38 -3 6.4 +3.2
LVOL American Century Low Volatility ETF 5.5 29 6 5.1 +1.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.4 15 20 4.1 +0.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.4 85 -50 4.6 +1.4
VOT Vanguard Mid-Cap Growth ETF 5.3 7 28 3.5 +0.3
BIBL Inspire 100 ETF 5.3 35 0 5.1 +1.9
GGRW Gabelli Growth Innovators ETF 5.3 90 -55 2.4 -0.8
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 -14 6.7 +3.5
FLV American Century Focused Large Cap Value ETF 5.1 42 -7 6.8 +3.6
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -17 3.6 +0.4
REVS Columbia Research Enhanced Value ETF 5.0 19 16 7.7 +4.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 5.6 +2.4
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.6 +2.4
TMFM Motley Fool Mid-Cap Growth ETF 4.9 85 -50 2.9 -0.3
BLCV iShares Large Cap Value Active ETF 4.8 53 -18 7.4 +4.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 3.7 +0.5
AGRW Allspring LT Large Growth ETF 4.8 35 0 3.6 +0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.7 40 -5 6.1 +2.9
IJT iShares S&P Small-Cap 600 Growth ETF 4.7 18 17 5.4 +2.2
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 0 7.0 +3.8
CGDV Capital Group Dividend Value ETF 4.6 33 2 4.6 +1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.5 35 0 6.3 +3.1
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 12 3.3 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.5 35 0 4.1 +0.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.5 12 23 8.0 +4.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.4 10 25 5.5 +2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.4 10 25 5.2 +2.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 4.4 15 20 5.4 +2.2
JSML Janus Henderson Small Cap Growth Alpha ETF 4.4 30 5 8.1 +4.9
NIXT Research Affiliates Deletions ETF 4.4 9 26 8.0 +4.9
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 4.6 +1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.4 58 -23 4.5 +1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.4 6 29 4.2 +1.0
CATH Global X S&P 500 Catholic Values Custom ETF 4.3 29 6 4.6 +1.4
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 5.3 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.3 10 25 5.6 +2.4
SXQG ETC 6 Meridian Quality Growth ETF 4.3 100 -65 4.9 +1.7
HLAL Wahed FTSE USA Shariah ETF 4.3 50 -15 4.6 +1.4
BKWO BNY Mellon Women's Opportunities ETF 4.3 50 -15 3.9 +0.7
ETHO Etho Climate Leadership U.S. ETF 4.3 47 -12 5.3 +2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 4.2 20 15 3.0 -0.2
XOEF iShares S&P 500 ex S&P 100 ETF 4.2 20 15 5.6 +2.4
SMAP Amplify Small-Mid Cap Equity ETF 4.2 60 -25 5.5 +2.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.2 49 -14 4.1 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.2 70 -35 5.1 +1.9
SPIT F/m Emerald Special Situations ETF 4.1 105 -70 -0.9 -4.1
PSC Principal U.S. Small-Cap ETF 4.0 38 -3 6.8 +3.6
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 0 4.7 +1.6
PEXL Pacer US Export Leaders ETF 4.0 60 -25 4.5 +1.4
PSET Principal Quality ETF 4.0 15 20 5.5 +2.3
DFUV Dimensional US Marketwide Value ETF 4.0 22 13 7.4 +4.2
PRAY FIS Christian Stock Fund 3.9 69 -34 5.1 +1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 15 4.3 +1.1
GURU Global X Guru Index ETF 3.9 75 -40 2.7 -0.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.9 15 20 6.8 +3.6
PWB Invesco Large Cap Growth ETF 3.9 56 -21 2.6 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.8 50 -15 4.1 +0.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.8 52 -17 5.7 +2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.8 58 -23 5.7 +2.5
XJR iShares ESG Screened S&P Small-Cap ETF 3.8 12 23 7.5 +4.3
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -20 4.8 +1.6
FDWM Fidelity Women's Leadership ETF 3.7 59 -24 4.9 +1.7
TOLL Tema Durable Quality ETF 3.7 75 -40 5.1 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 3.7 65 -30 2.7 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.7 31 4 6.9 +3.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.7 45 -10 4.4 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 26 6.2 +3.0
PTL Inspire 500 ETF 3.7 9 26 5.3 +2.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 6.1 +2.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.7 40 -5 6.0 +2.8
IWFG IQ Winslow Focused Large Cap Growth ETF 3.7 65 -30 3.2 -0.0
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 -5 5.9 +2.7
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 6.8 +3.6
RND First Trust Bloomberg R&D Leaders ETF 3.7 60 -25 3.0 -0.2
CAML Congress Large Cap Growth ETF 3.7 66 -31 3.3 +0.1
CHRI Global X S&P 500 Christian Values ETF 3.7 29 6 4.6 +1.4
AVMC Avantis U.S. Mid Cap Equity ETF 3.6 18 17 6.8 +3.7
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 6 4.9 +1.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.6 59 -24 6.3 +3.1
TMFX Motley Fool Next Index ETF 3.6 50 -15 3.1 -0.1
DFLV Dimensional US Large Cap Value ETF 3.6 22 13 7.5 +4.3
ABEQ Absolute Select Value ETF 3.6 85 -50 4.7 +1.5
VALQ American Century U.S. Quality Value ETF 3.6 29 6 7.9 +4.7
TMFG Motley Fool Global Opportunities ETF 3.5 85 -50 4.0 +0.9
IWO iShares Russell 2000 Growth ETF 3.5 24 11 0.8 -2.4
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.3 +4.1
LCF Touchstone US Large Cap Focused ETF 3.5 69 -34 4.2 +1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 6.5 +3.3
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 25 0.9 -2.3
HAPS Harbor Human Capital Factor US Small Cap ETF 3.5 60 -25 3.8 +0.6
DURA VanEck Durable High Dividend ETF 3.5 29 6 7.4 +4.2
DIVL Madison Dividend Value ETF 3.5 65 -30 5.4 +2.2
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 6.7 +3.5
SIZE iShares MSCI USA Size Factor ETF 3.5 15 20 6.2 +3.1
JEPI JPMorgan Equity Premium Income ETF 3.5 35 0 5.7 +2.5
LRGE ClearBridge Large Cap Growth ESG ETF 3.5 59 -24 4.2 +1.0
DAK Dakota Active Equity ETF 3.5 43 -8 4.4 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.3 +3.1
ROBO ROBO Global Robotics & Automation Index ETF 3.4 95 -60 3.1 -0.1
FDMO Fidelity Momentum Factor ETF 3.4 15 20 3.6 +0.4
VSDA VictoryShares Dividend Accelerator ETF 3.4 35 0 7.4 +4.2
CGGR Capital Group Growth ETF 3.4 39 -4 3.4 +0.2
SWP SWP Growth & Income ETF 3.4 99 -64 4.1 +0.9
IJR iShares Core S&P Small Cap ETF 3.4 6 29 7.5 +4.4
BOTZ Global X Robotics & Artificial Intelligence ETF 3.4 69 -34 2.0 -1.2
IMCB iShares Morningstar Mid-Cap ETF 3.4 4 31 6.3 +3.1
QLTY GMO U.S. Quality ETF 3.4 50 -15 4.6 +1.4
IWX iShares Russell Top 200 Value ETF 3.4 20 15 6.0 +2.8
CVAR Cultivar ETF 3.4 87 -52 7.5 +4.3
IQM Franklin Intelligent Machines ETF 3.3 50 -15 2.0 -1.2
BUL Pacer US Cash Cows Growth ETF 3.3 60 -25 5.1 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 3.3 75 -40 3.4 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 26 5.5 +2.3
VO Vanguard Mid-Cap ETF 3.3 4 31 6.0 +2.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 5.3 +2.1
SDY State Street SPDR S&P Dividend ETF 3.3 35 0 6.9 +3.7
MOAT VanEck Morningstar Wide Moat ETF 3.3 46 -11 6.1 +2.9
MVAL VanEck Morningstar Wide Moat Value ETF 3.3 49 -14 6.9 +3.8
BFOR ALPS Barron's 400 ETF 3.3 65 -30 5.9 +2.7
DVND Touchstone Dividend Select ETF 3.3 67 -32 5.6 +2.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.3 55 -20 10.5 +7.3
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 5.9 +2.7
PRXV Praxis Impact Large Cap Value ETF 3.2 36 -1 6.6 +3.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 20 4.6 +1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 10 7.8 +4.6
CWS AdvisorShares Focused Equity ETF 3.2 84 -49 5.5 +2.3
JGRW Jensen Quality Growth ETF 3.2 57 -22 4.6 +1.4
BRIF FIS Bright Portfolios Focused Equity ETF 3.2 65 -30 4.7 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 20 7.8 +4.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.2 3 32 7.6 +4.4
HLGE Hartford Longevity Economy ETF 3.2 44 -9 6.3 +3.1
GLBL Pacer MSCI World Industry Advantage ETF 3.2 65 -30 4.1 +0.9
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 2.9 -0.3
FTCS First Trust Capital Strength ETF 3.2 55 -20 5.9 +2.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 6.4 +3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.2 30 5 8.2 +5.0
PRNT 3D Printing ETF 3.2 66 -31 1.8 -1.4
DUNK Dana Unconstrained Equity ETF 3.2 75 -40 2.3 -0.9
RJMG FT Raymond James Multicap Growth Equity ETF 3.2 85 -50 3.0 -0.2
MAVF Matrix Advisors Value ETF 3.2 75 -40 5.6 +2.4
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 7.4 +4.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.2 55 -20 4.3 +1.1
VIOO Vanguard S&P Small-Cap 600 ETF 3.1 7 28 7.5 +4.3
ITAN Sparkline Intangible Value ETF 3.1 50 -15 6.6 +3.4
ADME Aptus Drawdown Managed Equity ETF 3.1 79 -44 3.9 +0.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -30 4.9 +1.7
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.8 +2.7
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 0 5.1 +2.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.1 75 -40 4.7 +1.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.7 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 31 6.7 +3.5
AVMV Avantis U.S. Mid Cap Value ETF 3.0 20 15 8.8 +5.6
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 6.2 +3.0
FEGE First Eagle Global Equity ETF 3.0 79 -44 6.5 +3.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.0 39 -4 4.0 +0.8
IBRN iShares Neuroscience and Healthcare ETF 3.0 47 -12 0.0 -3.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 7.6 +4.4
CHGX AXS Change Finance ESG ETF 3.0 49 -14 5.2 +2.0
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.4 +0.2
OALC OneAscent Large Cap Core ETF 3.0 86 -51 4.1 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -30 1.9 -1.3
VONV Vanguard Russell 1000 Value ETF 2.9 7 28 6.5 +3.3
IWD iShares Russell 1000 Value ETF 2.9 19 16 6.4 +3.2
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 23 5.9 +2.7
FTGS First Trust Growth Strength ETF 2.9 60 -25 4.5 +1.3
GVLU Gotham 1000 Value ETF 2.9 50 -15 9.0 +5.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 -25 4.4 +1.2
RECS Columbia Research Enhanced Core ETF 2.9 15 20 5.7 +2.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 4.8 +1.6
VOOV Vanguard S&P 500 Value ETF 2.8 7 28 6.2 +3.0
IVE iShares S&P 500 Value ETF 2.8 18 17 6.1 +2.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.8 4 31 6.2 +3.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.8 12 23 7.4 +4.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 15 4.7 +1.5
CGUS Capital Group Core Equity ETF 2.8 33 2 4.4 +1.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 16 5.5 +2.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 20 4.6 +1.4
VIG Vanguard Dividend Appreciation ETF 2.8 5 30 5.5 +2.3
ACVF American Conservative Values ETF 2.8 75 -40 4.3 +1.1
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 17 5.1 +1.9
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 29 2.9 -0.3
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 21 4.9 +1.7
BGRO iShares Large Cap Growth Active ETF 2.7 55 -20 2.6 -0.6
IUSV iShares Core S&P US Value ETF 2.7 4 31 6.4 +3.2
FFTY Innovator IBD 50 ETF 2.7 80 -45 -1.9 -5.1
STXK Strive Small-Cap ETF 2.7 18 17 5.9 +2.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.7 25 10 4.9 +1.7
KNO AXS Knowledge Leaders ETF 2.7 78 -43 5.6 +2.4
VBK Vanguard Small-Cap Growth ETF 2.7 7 28 1.7 -1.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.7 60 -25 4.8 +1.6
IWR iShares Russell Midcap ETF 2.7 19 16 6.2 +3.0
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.0 +1.8
TOPC iShares S&P 500 3% Capped ETF 2.6 15 20 5.0 +1.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 26 4.8 +1.7
ILCG iShares Morningstar Growth ETF 2.6 4 31 3.7 +0.5
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -40 7.4 +4.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 7.3 +4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.5 20 15 5.4 +2.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.5 49 -14 6.1 +2.9
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 6.9 +3.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 11 7.4 +4.2
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 -25 10.6 +7.4
JGRO JPMorgan Active Growth ETF 2.5 44 -9 3.5 +0.3
DGRO iShares Core Dividend Growth ETF 2.5 8 27 6.5 +3.3
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 26 4.8 +1.6
MGV Vanguard Mega Cap Value ETF 2.5 7 28 6.5 +3.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.9 +1.7
CSD Invesco S&P Spin-Off ETF 2.5 65 -30 3.9 +0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.8 +4.6
ROSC Hartford Multifactor Small Cap ETF 2.4 34 1 9.0 +5.8
PFM Invesco Dividend Achievers ETF 2.4 53 -18 5.3 +2.1
OPTZ Optimize Strategy Index ETF 2.4 50 -15 4.8 +1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 3.9 +0.7
NULG Nuveen ESG Large-Cap Growth ETF 2.4 26 9 3.4 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 -24 2.0 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 20 6.0 +2.8
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 29 8.2 +5.0
RSSL Global X Russell 2000 ETF 2.4 8 27 3.5 +0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 4.8 +1.6
STXD Strive 1000 Dividend Growth ETF 2.4 35 0 5.0 +1.8
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -55 3.8 +0.6
VOTE TCW Transform 500 ETF 2.4 5 30 4.9 +1.7
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.3 +2.1
IWM iShares Russell 2000 ETF 2.4 19 16 3.5 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.9 +1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 4.9 +1.7
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 17 6.7 +3.5
FESM Fidelity Enhanced Small Cap ETF 2.4 28 7 3.2 -0.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 2.4 40 -5 4.7 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 24 4.9 +1.7
YOKE Yoke Core ETF 2.4 42 -7 5.0 +1.8
VB Vanguard Small-Cap ETF 2.4 5 30 6.0 +2.8
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.3 +3.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.3 12 23 6.1 +2.9
VTWO Vanguard Russell 2000 ETF 2.3 7 28 3.6 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 35 4.9 +1.7
VTV Vanguard Value ETF 2.3 4 31 6.8 +3.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.8 +1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 31 5.8 +2.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.3 15 20 5.7 +2.5
XVV iShares ESG Screened S&P 500 ETF 2.3 8 27 4.7 +1.6
FPX First Trust US Equity Opportunities ETF 2.3 61 -26 0.9 -2.3
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 6 6.9 +3.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 +1.8
SFYX SoFi Next 500 ETF 2.3 0 35 5.9 +2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.0 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 5.3 +2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -60 -0.4 -3.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.8 +1.6
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -37 7.5 +4.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 5.9 +2.7
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 5.5 +2.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 3.0 -0.2
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.1 +2.9
LQPE PEO AlphaQuest Thematic PE ETF 2.2 125 -90 6.9 +3.7
FSMD Fidelity Small-Mid Multifactor ETF 2.2 15 20 6.9 +3.7
STXV Strive 1000 Value ETF 2.2 18 17 8.1 +5.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.6 +1.4
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -20 4.1 +0.9
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 5.5 +2.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.2 59 -24 8.8 +5.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 15 4.6 +1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 20 4.6 +1.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.2 20 15 8.2 +5.0
VOO Vanguard S&P 500 ETF 2.1 3 32 4.9 +1.7
KRMA Global X Conscious Companies ETF 2.1 43 -8 6.0 +2.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 7.1 +3.9
SVAL iShares US Small Cap Value Factor ETF 2.1 20 15 8.7 +5.6
IVV iShares Core S&P 500 ETF 2.1 3 32 4.9 +1.7
VBR Vanguard Small Cap Value ETF 2.1 7 28 9.0 +5.8
SPY SPDR S&P 500 ETF 2.1 9 26 4.8 +1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 33 4.9 +1.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.1 3 32 5.0 +1.8
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -14 4.7 +1.5
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 32 4.8 +1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -29 1.2 -2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -36 -1.4 -4.6
QGRW WisdomTree U.S. Quality Growth Fund 2.1 28 7 4.2 +1.0
STRV Strive 500 ETF 2.1 5 30 4.8 +1.6
PRXG Praxis Impact Large Cap Growth ETF 2.1 36 -1 3.6 +0.4
NBDS Neuberger Berman Disrupters ETF 2.1 55 -20 0.8 -2.4
FBOT Fidelity Disruptive Automation ETF 2.1 50 -15 3.4 +0.2
FFOG Franklin Focused Growth ETF 2.1 61 -26 2.5 -0.7
IGPT Invesco AI and Next Gen Software ETF 2.1 60 -25 4.4 +1.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 -5 3.7 +0.5
LOUP Innovator Deepwater Frontier Tech ETF 2.1 70 -35 1.0 -2.2
AGIQ Sofi Agentic AI ETF 2.1 69 -34 1.8 -1.4
FDG American Century Focused Dynamic Growth ETF 2.1 45 -10 2.1 -1.1
GXLC Global X U.S. 500 ETF 2.1 2 33 4.8 +1.6
VUG Vanguard Growth ETF 2.1 4 31 4.2 +1.0
VTI Vanguard Total Stock Market ETF 2.1 3 32 4.8 +1.6
QUVU Hartford Quality Value ETF 2.1 46 -11 7.4 +4.2
JPSV JPMorgan Active Small Cap Value ETF 2.1 74 -39 8.4 +5.3
BLES Inspire Global Hope ETF 2.1 61 -26 6.8 +3.6
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 17 4.6 +1.4
DFUS Dimensional U.S. Equity ETF 2.1 9 26 4.8 +1.6
VTHR Vanguard Russell 3000 ETF 2.1 7 28 4.8 +1.6
SIXL ETC 6 Meridian Low Beta Equity ETF 2.1 80 -45 6.5 +3.3
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 7.1 +3.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 32 4.8 +1.6
VONE Vanguard Russell 1000 ETF 2.1 7 28 4.9 +1.7
IWV iShares Russell 3000 ETF 2.0 20 15 4.7 +1.5
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 17 9.8 +6.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.0 17 18 5.9 +2.8
VV Vanguard Large-Cap ETF 2.0 4 31 4.8 +1.6
IWB iShares Russell 1000 ETF 2.0 15 20 4.8 +1.6
DFVX Dimensional US Large Cap Vector ETF 2.0 22 13 6.2 +3.0
SFY SoFi Select 500 ETF 2.0 0 35 4.4 +1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -15 8.6 +5.4
STXG Strive 1000 Growth ETF 2.0 18 17 3.8 +0.6
MAGA Point Bridge America First ETF 2.0 72 -37 6.2 +3.0
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.7 +1.5
FSGS First Trust SMID Growth Strength ETF 2.0 60 -25 5.2 +2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 4.0 +0.8
JHSC John Hancock Multifactor Small Cap ETF 2.0 42 -7 6.7 +3.5
DFAS Dimensional U.S. Small Cap ETF 2.0 26 9 6.6 +3.4
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 6.8 +3.7
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 5.7 +2.6
OEI Optimized Equity Income ETF 2.0 75 -40 3.8 +0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -13 6.2 +3.0
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -14 5.1 +1.9
VYM Vanguard High Dividend Yield Index ETF 2.0 6 29 7.0 +3.8
PBUS Invesco MSCI USA ETF 2.0 4 31 4.8 +1.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -30 3.8 +0.6
SUSA iShares MSCI USA ESG Select ETF 2.0 25 10 4.6 +1.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.0 30 5 4.7 +1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.4 +2.2
DWLD Davis Select Worldwide ETF 2.0 63 -28 7.2 +4.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -24 5.8 +2.6
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.6 +1.4
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 4.9 +1.7
PAWZ ProShares Pet Care ETF 1.9 50 -15 3.8 +0.6
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -25 8.5 +5.3
FIW First Trust Water ETF 1.9 53 -18 5.0 +1.8
EPS WisdomTree U.S. LargeCap Fund 1.9 8 27 5.7 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 17 5.2 +2.1
SCHX Schwab U.S. Large-Cap ETF 1.9 3 32 4.9 +1.7
SCHK Schwab 1000 Index ETF 1.9 5 30 4.9 +1.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 10 25 5.9 +2.7
EVUS iShares ESG Aware MSCI USA Value ETF 1.9 18 17 6.4 +3.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 20 9.8 +6.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 20 5.9 +2.7
ISCB iShares Morningstar Small-Cap ETF 1.9 4 31 5.7 +2.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.9 15 20 5.8 +2.6
SSPY Syntax Stratified LargeCap ETF 1.9 30 5 6.7 +3.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.9 20 15 6.8 +3.6
NVIR Horizon Kinetics Energy and Remediation ETF 1.9 85 -50 6.5 +3.3
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 5.0 +1.8
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 4.8 +1.6
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 4.3 +1.1
VOE Vanguard Mid-Cap Value ETF 1.9 7 28 7.8 +4.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.9 65 -30 6.4 +3.2
IWL iShares Russell Top 200 ETF 1.9 15 20 4.5 +1.3
RVRB Reverb ETF 1.9 30 5 4.5 +1.3
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 5.9 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.2 +5.0
DIVS SmartETFs Dividend Builder ETF 1.9 65 -30 5.0 +1.8
UDI USCF Dividend Income Fund 1.9 65 -30 8.1 +4.9
ASLV Allspring Special Large Value ETF 1.9 35 0 6.5 +3.3
AGQI First Trust Active Global Quality Income ETF 1.9 85 -50 5.2 +2.0
HDV iShares Core High Dividend ETF 1.9 8 27 7.1 +3.9
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 -25 10.3 +7.1
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -23 7.2 +4.0
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -14 4.3 +1.1
RJDI RJ Eagle GCM Dividend Select Income ETF 1.9 55 -20 5.4 +2.2
DFAU Dimensional US Core Equity Market ETF 1.9 12 23 5.0 +1.8
HDUS Hartford Disciplined US Equity ETF 1.9 19 16 5.7 +2.5
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 15 9.0 +5.8
DGT State Street SPDR Global Dow ETF 1.9 50 -15 6.6 +3.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 5.1 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 9.7 +6.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -30 2.1 -1.1
MGK Vanguard Mega Cap Growth ETF 1.8 7 28 4.3 +1.1
SPXM Azoria 500 Meritocracy ETF 1.8 47 -12 4.5 +1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.8 +1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.8 +2.6
MGC Vanguard Mega Cap ETF 1.8 7 28 4.6 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.1 +1.9
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 10 5.1 +1.9
DSMC Distillate Small/Mid Cash Flow ETF 1.8 55 -20 12.9 +9.7
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 20 4.8 +1.6
FQAL Fidelity Quality Factor ETF 1.8 15 20 5.8 +2.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 6 7.9 +4.7
EVX VanEck Environmental Services ETF 1.8 55 -20 2.6 -0.6
DSTL Distillate US Fundamental Stability & Value ETF 1.8 39 -4 8.6 +5.4
STOX Horizon Core Equity ETF 1.8 70 -35 4.2 +1.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.8 25 10 12.1 +8.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.8 20 15 5.3 +2.1
RGEF Rockefeller Global Equity ETF 1.8 55 -20 4.6 +1.4
SFTY Horizon Managed Risk ETF 1.8 77 -42 4.1 +0.9
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -15 6.3 +3.1
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -24 2.8 -0.4
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.1 +1.9
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 25 4.7 +1.5
IBOT Vaneck Robotics ETF 1.7 47 -12 3.9 +0.7
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -34 3.1 -0.1
NUSC Nuveen ESG Small-Cap ETF 1.7 31 4 5.2 +2.0
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 7.2 +4.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.7 75 -40 5.2 +2.0
QVAL Alpha Architect US Quantitative Value ETF 1.7 39 -4 10.2 +7.0
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 10.3 +7.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 6.8 +3.6
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.8 +3.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 15 6.1 +2.9
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 23 7.1 +4.0
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 4.2 +1.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.7 49 -14 3.6 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 5.4 +2.3
VNSE Natixis Vaughan Nelson Select ETF 1.7 80 -45 4.8 +1.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 5.7 +2.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 4.6 +1.4
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 8.5 +5.3
RAUS RACWI US ETF 1.7 15 20 4.9 +1.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 5 4.4 +1.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 -10 2.5 -0.7
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.2 +2.0
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.3 +2.1
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 31 6.9 +3.7
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 5 5.7 +2.5
SAMM Strategas Macro Momentum ETF 1.6 66 -31 2.3 -0.9
PCGG Polen Capital Global Growth ETF 1.6 85 -50 4.2 +1.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.6 29 6 7.4 +4.3
PJP Invesco Pharmaceuticals ETF 1.6 57 -22 7.8 +4.6
BEEX BeeHive ETF 1.6 84 -49 4.2 +1.0
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 20 5.7 +2.5
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 9 6.2 +3.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.1 +1.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -25 10.1 +6.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 10 7.6 +4.4
QTOP iShares Nasdaq Top 30 Stocks ETF 1.6 20 15 3.7 +0.5
BELT iShares Long-Term U.S. Equity Active ETF 1.6 75 -40 2.9 -0.3
AIEQ AI Powered Equity ETF 1.6 75 -40 4.7 +1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -25 5.3 +2.1
LRGF iShares U.S. Equity Factor ETF 1.6 8 27 5.4 +2.3
TOK iShares MSCI Kokusai ETF 1.6 26 9 4.9 +1.7
DEMZ Democratic Large Cap Core ETF 1.6 45 -10 4.5 +1.3
GK AdvisorShares Gerber Kawasaki ETF 1.6 75 -40 2.6 -0.6
SEMG Suncoast Select Growth ETF 1.6 60 -25 4.3 +1.1
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 4 2.6 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -35 2.1 -1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 -10 3.2 -0.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 -3 4.5 +1.3
BLCR iShares Large Cap Core Active ETF 1.6 36 -1 3.7 +0.5
VOOG Vanguard S&P 500 Growth ETF 1.6 7 28 4.1 +0.9
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 31 4.1 +0.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 7.8 +4.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 9.7 +6.5
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -32 9.9 +6.7
IVW iShares S&P 500 Growth ETF 1.6 18 17 3.9 +0.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 31 4.0 +0.8
AVUS Avantis U.S. Equity ETF 1.6 15 20 5.7 +2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.5 60 -25 4.2 +1.0
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 20 5.2 +2.0
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.8 +2.6
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.6 +1.4
ILCV iShares Morningstar Value ETF 1.5 4 31 6.3 +3.1
DXUV Dimensional US Vector Equity ETF 1.5 28 7 6.0 +2.8
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.5 +1.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 8.6 +5.4
DUSA Davis Select U.S. Equity ETF 1.5 61 -26 7.4 +4.2
VFVA Vanguard U.S. Value Factor ETF 1.5 13 22 10.5 +7.4
URTH iShares MSCI World ETF 1.5 24 11 4.9 +1.7
MDY SPDR S&P Midcap 400 ETF Trust 1.5 24 11 7.0 +3.8
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 7.2 +4.0
AFLG First Trust Active Factor Large Cap ETF 1.5 55 -20 6.3 +3.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.5 59 -24 10.4 +7.2
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.5 +1.3
IWC iShares Micro-Cap ETF 1.5 60 -25 -1.3 -4.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.2 +2.1
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.6 +5.5
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.6 +3.4
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 5.1 +1.9
QQQ Invesco QQQ Trust Series I 1.5 20 15 4.1 +0.9
JAVA JPMorgan Active Value ETF 1.5 44 -9 6.3 +3.1
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 4.2 +1.0
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.7 +1.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -26 5.7 +2.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.4 29 6 6.9 +3.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 -4 4.9 +1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 20 9.0 +5.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 7.2 +4.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 32 7.2 +4.0
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 10 5.2 +2.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 6.1 +2.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 30 8.0 +4.8
VXF Vanguard Extended Market ETF 1.4 5 30 4.4 +1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 0 7.3 +4.1
CGDG Capital Group Dividend Growers ETF 1.4 47 -12 6.0 +2.8
GPT Intelligent Alpha Atlas ETF 1.4 69 -34 5.7 +2.5
ARKG ARK Genomic Revolution ETF 1.4 75 -40 0.0 -3.2
TMFC Motley Fool 100 Index ETF 1.4 50 -15 3.5 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 27 4.9 +1.7
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 -4 6.7 +3.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 23 4.9 +1.7
NULC Nuveen ESG Large-Cap ETF 1.4 21 14 4.7 +1.5
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 7 10.0 +6.8
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 -19 11.1 +7.9
ISMD Inspire Small/Mid Cap ETF 1.4 54 -19 5.3 +2.1
SNSR Global X Internet of Things ETF 1.4 68 -33 4.7 +1.5
XT iShares Exponential Technologies ETF 1.4 46 -11 4.5 +1.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.4 70 -35 5.0 +1.8
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 -17 7.1 +3.9
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 5.5 +2.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -40 1.2 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.4 +3.2
JPEF JPMorgan Equity Focus ETF 1.4 50 -15 4.4 +1.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 3.7 +0.5
ACWI iShares MSCI ACWI ETF 1.3 32 3 5.3 +2.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.3 12 23 7.3 +4.1
OEF iShares S&P 100 ETF 1.3 20 15 4.4 +1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.3 18 17 3.7 +0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.6 +2.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -14 9.1 +6.0
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 +1.1
WRND IQ Global Equity R&D Leaders ETF 1.3 18 17 7.5 +4.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 25 4.1 +0.9
VT Vanguard Total World Stock ETF 1.3 6 29 5.7 +2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.9 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 31 3.8 +0.6
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 5.9 +2.7
VONG Vanguard Russell 1000 Growth ETF 1.3 7 28 4.4 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -25 6.9 +3.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.8 +4.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.8 +4.6
IWF iShares Russell 1000 Growth ETF 1.3 19 16 4.1 +0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 7.3 +4.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 23 3.9 +0.8
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 6.3 +3.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 26 5.5 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.0 +2.8
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.8 +3.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.2 35 0 5.7 +2.6
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -41 4.8 +1.6
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.3 +3.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 7.4 +4.2
WCEO Hypatia Women CEO ETF 1.2 85 -50 3.2 +0.0
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 6.8 +3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 0 7.5 +4.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.2 49 -14 6.9 +3.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 10 7.2 +4.0
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.9 +0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 8.5 +5.3
MGMT Ballast Small/Mid Cap ETF 1.2 110 -75 8.4 +5.2
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 12 6.0 +2.8
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 5.0 +1.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 10 7.2 +4.0
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 5.6 +2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 25 5.0 +1.8
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 4.1 +0.9
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -54 9.8 +6.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 9.8 +6.6
STXM Strive Mid-Cap ETF 1.1 18 17 6.3 +3.2
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 29 8.4 +5.2
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.4 +2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -14 4.9 +1.7
IWN iShares Russell 2000 Value ETF 1.1 24 11 6.3 +3.1
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.9 +1.7
MTUM iShares MSCI USA Momentum Factor ETF 1.1 15 20 3.1 -0.1
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 6.4 +3.2
GEW Cambria Global EW ETF 1.1 29 6 5.9 +2.7
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 -5 7.7 +4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.3 +2.2
SGLC SGI U.S. Large Cap Core ETF 1.1 85 -50 4.1 +0.9
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 15 5.7 +2.5
VFMF Vanguard U.S. Multifactor ETF 1.0 18 17 7.7 +4.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -17 8.8 +5.6
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 4.4 +1.3
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 23 7.8 +4.6
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.7 +3.6
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 9.1 +5.9
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 7.1 +3.9
GLOF iShares Global Equity Factor ETF 1.0 20 15 6.6 +3.4
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -30 8.2 +5.1
TAX Cambria Tax Aware ETF 1.0 49 -14 6.0 +2.8
IWY iShares Russell Top 200 Growth ETF 1.0 20 15 4.2 +1.0
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 11.7 +8.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 17 8.6 +5.5
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.0 +3.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -35 10.7 +7.5
ROE Astoria US Quality Kings ETF 0.9 49 -14 6.9 +3.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -38 11.7 +8.5
FCPI Fidelity Stocks for Inflation ETF 0.9 15 20 7.9 +4.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.9 15 20 8.7 +5.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 25 8.7 +5.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 -20 4.5 +1.4
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 17 5.3 +2.1
OSCV Opus Small Cap Value ETF 0.9 79 -44 7.1 +3.9
AUSF Global X Adaptive U.S. Factor ETF 0.9 27 8 8.9 +5.7
TTAC FCF US Quality ETF 0.9 59 -24 6.2 +3.0
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -25 4.8 +1.7
EBI Longview Advantage ETF 0.8 35 0 6.7 +3.5
HGRO Hedgeye Quality Growth ETF 0.8 70 -35 3.6 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 25 4.9 +1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 20 8.0 +4.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.2 +3.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -45 4.5 +1.3
DIVB iShares Core Dividend ETF 0.7 5 30 8.2 +5.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 9.9 +6.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 6.0 +2.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.1
SFGV Sequoia Global Value ETF 0.7 23 12 8.2 +5.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -25 7.0 +3.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -40 5.6 +2.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.4 +3.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 -2 6.2 +3.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 9.5 +6.3
QDF FlexShares Quality Dividend Index Fund 0.7 37 -2 6.3 +3.1
DUHP Dimensional US High Profitability ETF 0.7 21 14 6.2 +3.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.7 49 -14 6.1 +2.9
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -25 5.1 +1.9
AVUQ Avantis U.S. Quality ETF 0.6 15 20 4.4 +1.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 25 4.2 +1.0
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.7 -1.5
SMMD iShares Russell 2500 ETF 0.6 15 20 6.7 +3.5
IOO iShares Global 100 ETF 0.6 41 -6 4.6 +1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.7 +2.5
VLUE iShares MSCI USA Value Factor ETF 0.6 15 20 9.3 +6.1
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 8.2 +5.0
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 13 5.8 +2.6
YNOT Horizon Digital Frontier ETF 0.5 75 -40 3.1 -0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 20 8.2 +5.0
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -15 5.3 +2.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -24 10.1 +6.9
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 -3 9.1 +6.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 8.9 +5.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 5.8 +2.6
FITE State Street SPDR S&P Kensho Future Security ETF 0.4 45 -10 1.6 -1.6
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 20 7.7 +4.6
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.4 -1.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 8.3 +5.2
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 -7 4.6 +1.4
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 3.6 +0.4
TMAT Main Thematic Innovation ETF 0.3 164 -129 -1.5 -4.7
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 10.3 +7.1
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -45 11.6 +8.5
FLDZ RiverNorth Patriot ETF 0.3 75 -40 6.3 +3.1
MOO VanEck Agribusiness ETF 0.3 53 -18 10.6 +7.4
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.5 +1.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 9.0 +5.8
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -30 5.5 +2.3
PKW Invesco Buyback Achievers ETF 0.3 62 -27 8.1 +4.9
VEGN US Vegan Climate ETF 0.3 60 -25 4.6 +1.4
ISRA VanEck Israel ETF 0.2 59 -24 6.9 +3.8
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 8.1 +4.9
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -15 4.3 +1.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.1 -3.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 4.7 +1.6
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.1 +4.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 10.2 +7.0
TXS Texas Capital Texas Equity Index ETF 0.1 49 -14 6.0 +2.8
IBB iShares Biotechnology ETF 0.1 45 -10 -0.3 -3.4
TEXN iShares Texas Equity ETF 0.1 20 15 6.1 +2.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 9.6 +6.4

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:

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 7.5 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
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.