State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 2.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 33.3x P/Sales
ratio		 2.5x
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) $161
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) $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
NEOGEN CORP 2.3 %
UFP TECHNOLOGIES INC 2.0 %
INTEGER HOLDINGS CORPORATION 2.0 %
OMNICELL INC 1.9 %
BAXTER INTERNATIONAL INC 1.9 %
QUIDELORTHO CORP 1.9 %
AXOGEN, INC. 1.9 %
LANTHEUS HOLDINGS INC 1.9 %
CONMED CORP 1.9 %
DENTSPLY SIRONA, INC. 1.9 %
Total 19.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.9 %
BRITAIN 3.5 %
IRELAND 3.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.2% -0.2% -4.9% 7.2% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.88 55%
MSCI EAFE 0.95 46%
MSCI Emg. Mkts. 0.76 33%

Technical Indicators
Recent close $92.24
30d moving avg. $89.38
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.8%
Bid/Ask (% of price) 0.22%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 681 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™: 2.9%


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 37.7 70 -35 4.1 +1.2
IHI iShares U.S. Medical Devices ETF 37.2 40 -5 3.5 +0.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 31.8 68 -33 1.7 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.3 40 -5 6.5 +3.6
PSCH Invesco S&P SmallCap Health Care ETF 21.5 29 6 3.3 +0.5
HEAL Global X HealthTech ETF 20.9 50 -15 -1.5 -4.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 20.1 65 -30 0.6 -2.3
FXH First Trust Health Care AlphaDEX Fund 18.9 62 -27 6.8 +3.9
FDHT Fidelity Digital Health ETF 17.7 39 -4 1.3 -1.6
FMED Fidelity Disruptive Medicine ETF 17.5 50 -15 -0.6 -3.5
VHT Vanguard Health Care ETF 16.4 9 26 4.8 +1.9
IYH iShares U.S. Healthcare ETF 16.2 40 -5 5.4 +2.5
FHLC Fidelity MSCI Health Care Index ETF 16.1 8 27 5.0 +2.1
XLV The Health Care Select Sector SPDR Fund 15.7 8 27 6.1 +3.2
AGNG Global X Aging Population ETF 14.0 50 -15 3.9 +1.1
BMED Future Health ETF 13.4 85 -50 0.2 -2.7
IXJ iShares Global Healthcare ETF 13.4 42 -7 5.7 +2.8
ANEW ProShares MSCI Transformational Changes ETF 11.7 45 -10 4.6 +1.7
HRTS Tema Heart & Health ETF 11.6 75 -40 1.9 -1.0
LFSC F/m Emerald Life Sciences Innovation ETF 11.6 79 -44 0.0 -2.9
GDOC Goldman Sachs Future Health Care Equity ETF 9.4 75 -40 2.2 -0.6
DTEC ALPS Disruptive Technologies ETF 9.0 50 -15 3.3 +0.4
HART IQ Healthy Hearts ETF 9.0 45 -10 5.4 +2.5
QQQS Invesco NASDAQ Future Gen 200 ETF 8.9 20 15 -4.6 -7.5
CSMD Congress SMid Growth ETF 8.8 69 -34 3.2 +0.4
PINK Simplify Health Care ETF 8.6 50 -15 0.6 -2.2
MEDI Harbor Health Care ETF 8.1 80 -45 -1.5 -4.4
USRD Themes US R&D Champions ETF 7.1 29 6 3.9 +1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.9 60 -25 4.4 +1.5
RUNN Running Oak Efficient Growth ETF 6.9 58 -23 4.4 +1.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.8 49 -14 5.7 +2.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -25 -1.7 -4.6
JDOC JPMorgan Healthcare Leaders ETF 6.3 65 -30 3.3 +0.4
SMOT VanEck Morningstar SMID Moat ETF 6.0 49 -14 5.8 +2.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.8 60 -25 3.4 +0.6
MID American Century Mid Cap Growth Impact ETF 5.7 45 -10 2.9 -0.0
TMFS Motley Fool Small-Cap Growth ETF 5.7 85 -50 2.3 -0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.7 38 -3 5.7 +2.8
SQLV Royce Quant Small-Cap Quality Value ETF 5.6 60 -25 8.4 +5.5
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 6 4.2 +1.3
PSET Principal Quality ETF 5.4 15 20 4.6 +1.7
BLCV iShares Large Cap Value Active ETF 5.3 53 -18 6.5 +3.6
KNO AXS Knowledge Leaders ETF 5.3 78 -43 5.0 +2.1
CAML Congress Large Cap Growth ETF 5.2 66 -31 2.5 -0.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 20 3.4 +0.6
TMFM Motley Fool Mid-Cap Growth ETF 5.2 85 -50 2.5 -0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.2 40 -5 5.3 +2.4
CWS AdvisorShares Focused Equity ETF 5.2 84 -49 4.6 +1.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.2 58 -23 3.9 +1.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.2 85 -50 3.6 +0.7
GGRW Gabelli Growth Innovators ETF 5.2 90 -55 1.8 -1.1
VOT Vanguard Mid-Cap Growth ETF 5.1 7 28 3.0 +0.1
FLV American Century Focused Large Cap Value ETF 5.0 42 -7 6.1 +3.2
FFOX FundX Future Fund Opportunities ETF 5.0 100 -65 2.7 -0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 5.2 +2.3
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.2 +2.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 3.1 +0.2
SXQG ETC 6 Meridian Quality Growth ETF 4.7 100 -65 3.8 +1.0
NIXT Research Affiliates Deletions ETF 4.7 9 26 7.4 +4.5
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 6.3 +3.4
PCGG Polen Capital Global Growth ETF 4.5 85 -50 3.4 +0.5
GINN Goldman Sachs Innovate Equity ETF 4.5 52 -17 3.2 +0.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.4 12 23 7.1 +4.3
SPMV Invesco S&P 500 Minimum Variance ETF 4.4 10 25 4.9 +2.1
CATH Global X S&P 500 Catholic Values Custom ETF 4.4 29 6 4.0 +1.1
ETHO Etho Climate Leadership U.S. ETF 4.3 47 -12 4.7 +1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 0 5.6 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.3 10 25 4.8 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -23 5.0 +2.2
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 0 4.1 +1.2
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 12 2.6 -0.3
QGRO American Century U.S. Quality Growth ETF 4.2 29 6 3.0 +0.1
DURA VanEck Durable High Dividend ETF 4.1 29 6 6.7 +3.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -35 4.6 +1.7
HLAL Wahed FTSE USA Shariah ETF 4.0 50 -15 3.9 +1.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.0 49 -14 3.4 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 20 6.1 +3.2
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 15 4.8 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -17 4.9 +2.1
BOUT Innovator IBD Breakout Opportunities ETF 3.9 81 -46 4.6 +1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 0 3.6 +0.7
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 -25 4.8 +1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 15 3.7 +0.8
PWB Invesco Large Cap Growth ETF 3.9 56 -21 2.0 -0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.8 70 -35 1.7 -1.2
DFLV Dimensional US Large Cap Value ETF 3.8 22 13 6.5 +3.6
DFUV Dimensional US Marketwide Value ETF 3.8 22 13 6.4 +3.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.8 59 -24 5.4 +2.5
JSML Janus Henderson Small Cap Growth Alpha ETF 3.8 30 5 7.0 +4.2
NANC Unusual Whales Subversive Democratic Trading ETF 3.7 75 -40 2.8 -0.1
XJR iShares ESG Screened S&P Small-Cap ETF 3.7 12 23 6.7 +3.8
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 6.0 +3.1
CHRI Global X S&P 500 Christian Values ETF 3.6 29 6 3.9 +1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.6 45 -10 3.6 +0.7
PRNT 3D Printing ETF 3.6 66 -31 1.6 -1.2
PRAY FIS Christian Stock Fund 3.6 69 -34 4.3 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.6 50 -15 3.3 +0.4
IBRN iShares Neuroscience and Healthcare ETF 3.6 47 -12 0.0 -2.9
RND First Trust Bloomberg R&D Leaders ETF 3.6 60 -25 2.3 -0.6
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 9.3 +6.5
IMCG iShares Morningstar Mid-Cap Growth ETF 3.5 6 29 3.6 +0.7
DUNK Dana Unconstrained Equity ETF 3.5 75 -40 1.9 -1.0
QLTY GMO U.S. Quality ETF 3.5 50 -15 3.8 +0.9
TMFG Motley Fool Global Opportunities ETF 3.5 85 -50 3.5 +0.6
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 0 5.3 +2.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.5 40 -5 5.2 +2.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.5 64 -29 0.9 -2.0
IJS iShares S&P Small-Cap 600 Value ETF 3.5 18 17 8.6 +5.8
TOLL Tema Durable Quality ETF 3.5 75 -40 4.1 +1.3
JGRW Jensen Quality Growth ETF 3.5 57 -22 3.6 +0.7
BRIF FIS Bright Portfolios Focused Equity ETF 3.5 65 -30 3.9 +1.1
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 5.9 +3.0
IWO iShares Russell 2000 Growth ETF 3.5 24 11 0.6 -2.2
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 0 6.6 +3.7
SPIT F/m Emerald Special Situations ETF 3.5 105 -70 -0.9 -3.8
IWFG IQ Winslow Focused Large Cap Growth ETF 3.4 65 -30 2.4 -0.5
FTCS First Trust Capital Strength ETF 3.4 55 -20 4.9 +2.1
MOAT VanEck Morningstar Wide Moat ETF 3.4 46 -11 5.3 +2.4
MVAL VanEck Morningstar Wide Moat Value ETF 3.4 49 -14 6.0 +3.1
AVMC Avantis U.S. Mid Cap Equity ETF 3.4 18 17 5.9 +3.1
POWA Invesco Bloomberg Pricing Power ETF 3.4 40 -5 5.0 +2.1
FTGS First Trust Growth Strength ETF 3.4 60 -25 3.6 +0.8
ABEQ Absolute Select Value ETF 3.4 85 -50 4.3 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.4 59 -24 1.6 -1.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.4 55 -20 9.1 +6.3
QDIV Global X S&P 500 Quality Dividend ETF 3.4 20 15 8.1 +5.2
FPX First Trust US Equity Opportunities ETF 3.4 61 -26 0.8 -2.1
SIZE iShares MSCI USA Size Factor ETF 3.4 15 20 5.5 +2.6
TMFX Motley Fool Next Index ETF 3.3 50 -15 2.7 -0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.3 20 15 2.6 -0.3
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 26 5.5 +2.6
IJR iShares Core S&P Small Cap ETF 3.3 6 29 6.7 +3.8
CGDV Capital Group Dividend Value ETF 3.3 33 2 4.0 +1.1
CVAR Cultivar ETF 3.3 87 -52 6.7 +3.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.4 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 20 7.0 +4.2
FYC First Trust Small Cap Growth AlphaDEX Fund 3.3 71 -36 -1.3 -4.2
DIVL Madison Dividend Value ETF 3.2 65 -30 4.8 +1.9
PSC Principal U.S. Small-Cap ETF 3.2 38 -3 5.9 +3.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 3.2 15 20 8.6 +5.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 20 3.9 +1.0
LCF Touchstone US Large Cap Focused ETF 3.2 69 -34 3.6 +0.7
VO Vanguard Mid-Cap ETF 3.2 4 31 5.3 +2.4
BOTZ Global X Robotics & Artificial Intelligence ETF 3.2 69 -34 1.7 -1.2
DVND Touchstone Dividend Select ETF 3.2 67 -32 4.9 +2.0
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 17 4.7 +1.8
JEPI JPMorgan Equity Premium Income ETF 3.2 35 0 4.9 +2.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.2 75 -40 3.9 +1.0
DAK Dakota Active Equity ETF 3.2 43 -8 3.7 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 5.6 +2.7
IWX iShares Russell Top 200 Value ETF 3.2 20 15 5.2 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 3.2 7 28 6.7 +3.8
BFOR ALPS Barron's 400 ETF 3.1 65 -30 4.9 +2.0
SDY State Street SPDR S&P Dividend ETF 3.1 35 0 6.2 +3.3
AFSM First Trust Active Factor Small Cap ETF 3.1 75 -40 6.5 +3.6
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.0 +2.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.1 3 32 6.7 +3.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 26 4.8 +2.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 3.8 +0.9
GLBL Pacer MSCI World Industry Advantage ETF 3.1 65 -30 3.4 +0.6
PEXL Pacer US Export Leaders ETF 3.1 60 -25 3.8 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 23 3.8 +1.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.1 39 -4 3.4 +0.5
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -60 2.7 -0.2
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.4 +2.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 20 6.3 +3.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.0 55 -20 3.5 +0.6
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -20 4.2 +1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.8 +3.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 4 6.1 +3.2
FFND Future Fund Active ETF 3.0 100 -65 3.1 +0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.0 15 20 4.7 +1.8
CHGX AXS Change Finance ESG ETF 3.0 49 -14 4.4 +1.5
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.6 -0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 5.8 +2.9
ADME Aptus Drawdown Managed Equity ETF 3.0 79 -44 3.3 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 0 4.5 +1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 25 4.5 +1.6
ITAN Sparkline Intangible Value ETF 2.9 50 -15 5.5 +2.7
PRXV Praxis Impact Large Cap Value ETF 2.9 36 -1 5.8 +3.0
JPSV JPMorgan Active Small Cap Value ETF 2.9 74 -39 7.6 +4.8
FEGE First Eagle Global Equity ETF 2.9 79 -44 5.6 +2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 26 5.4 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 31 5.9 +3.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.9 12 23 6.8 +3.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.8 20 15 4.8 +1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 2.8 60 -25 3.4 +0.5
IWD iShares Russell 1000 Value ETF 2.8 19 16 5.6 +2.7
VONV Vanguard Russell 1000 Value ETF 2.8 7 28 5.7 +2.8
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 9 2.7 -0.2
VTWG Vanguard Russell 2000 Growth ETF 2.8 10 25 0.8 -2.1
RAFE PIMCO RAFI ESG U.S. ETF 2.8 29 6 6.1 +3.2
GVLU Gotham 1000 Value ETF 2.8 50 -15 8.2 +5.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.8 65 -30 1.6 -1.3
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 23 5.7 +2.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 26 3.5 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 22 5.3 +2.4
DSTL Distillate US Fundamental Stability & Value ETF 2.7 39 -4 7.3 +4.4
SVAL iShares US Small Cap Value Factor ETF 2.7 20 15 7.9 +5.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 15 4.2 +1.3
ISMD Inspire Small/Mid Cap ETF 2.7 54 -19 4.7 +1.8
AVSC Avantis U.S Small Cap Equity ETF 2.7 25 10 4.6 +1.7
VOOV Vanguard S&P 500 Value ETF 2.7 7 28 5.5 +2.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.7 95 -60 -0.5 -3.3
TMAT Main Thematic Innovation ETF 2.7 164 -129 -1.5 -4.4
IMCB iShares Morningstar Mid-Cap ETF 2.7 4 31 5.5 +2.6
ROSC Hartford Multifactor Small Cap ETF 2.7 34 1 8.0 +5.1
VIG Vanguard Dividend Appreciation ETF 2.7 5 30 4.9 +2.0
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 17 4.4 +1.6
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 9 5.6 +2.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 6.5 +3.6
STXK Strive Small-Cap ETF 2.6 18 17 5.3 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 26 4.1 +1.2
VBK Vanguard Small-Cap Growth ETF 2.6 7 28 1.5 -1.4
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 4.9 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 5 7.0 +4.1
IWR iShares Russell Midcap ETF 2.6 19 16 5.4 +2.6
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 -7 5.4 +2.6
IVE iShares S&P 500 Value ETF 2.6 18 17 5.4 +2.5
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 3.9 +1.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 31 5.5 +2.7
CSD Invesco S&P Spin-Off ETF 2.6 65 -30 3.0 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.6 6 29 2.5 -0.4
RDVY First Trust Rising Dividend Achievers ETF 2.5 50 -15 5.2 +2.4
TOPC iShares S&P 500 3% Capped ETF 2.5 15 20 4.4 +1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.1 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 10 4.1 +1.3
IUSV iShares Core S&P US Value ETF 2.5 4 31 5.7 +2.8
FSST Fidelity Sustainable U.S. Equity ETF 2.5 59 -24 3.6 +0.8
DGRO iShares Core Dividend Growth ETF 2.5 8 27 5.8 +2.9
ACVF American Conservative Values ETF 2.5 75 -40 3.6 +0.8
AIEQ AI Powered Equity ETF 2.4 75 -40 4.0 +1.1
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.6 +1.8
DEUS Xtrackers Russell US Multifactor ETF 2.4 17 18 6.0 +3.2
RSSL Global X Russell 2000 ETF 2.4 8 27 3.2 +0.3
ISCB iShares Morningstar Small-Cap ETF 2.4 4 31 5.1 +2.2
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -55 3.0 +0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.2 +1.3
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 26 4.1 +1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 17 7.0 +4.1
OPTZ Optimize Strategy Index ETF 2.4 50 -15 4.2 +1.3
IWM iShares Russell 2000 ETF 2.4 19 16 3.2 +0.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 26 4.1 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.4 +1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -25 3.3 +0.4
VB Vanguard Small-Cap ETF 2.4 5 30 5.3 +2.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.3 19 16 4.8 +1.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.3 49 -14 4.0 +1.1
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 6.1 +3.2
CGGR Capital Group Growth ETF 2.3 39 -4 2.7 -0.2
MGV Vanguard Mega Cap Value ETF 2.3 7 28 5.7 +2.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.3 59 -24 5.1 +2.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 4.5 +1.7
PTL Inspire 500 ETF 2.3 9 26 4.7 +1.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.3 12 23 5.4 +2.5
STXD Strive 1000 Dividend Growth ETF 2.3 35 0 4.2 +1.3
ISCV iShares Morningstar Small Cap Value ETF 2.3 6 29 7.5 +4.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.3 60 -25 8.9 +6.1
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 22 5.3 +2.4
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -37 6.7 +3.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.3 15 20 4.9 +2.1
IQM Franklin Intelligent Machines ETF 2.3 50 -15 1.5 -1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 18 4.8 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 11 6.5 +3.6
XVV iShares ESG Screened S&P 500 ETF 2.2 8 27 4.1 +1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.7 -0.2
SFYX SoFi Next 500 ETF 2.2 0 35 5.0 +2.1
VTV Vanguard Value ETF 2.2 4 31 6.0 +3.2
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 4.8 +1.9
WCEO Hypatia Women CEO ETF 2.2 85 -50 2.8 -0.0
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -20 3.3 +0.4
ILCG iShares Morningstar Growth ETF 2.2 4 31 3.0 +0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 5.8 +2.9
VBR Vanguard Small Cap Value ETF 2.2 7 28 7.9 +5.0
BIBL Inspire 100 ETF 2.2 35 0 4.4 +1.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.2 20 15 5.8 +2.9
LQPE PEO AlphaQuest Thematic PE ETF 2.2 125 -90 6.0 +3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 60 -25 5.9 +3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -40 4.8 +1.9
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 4.9 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 -25 4.3 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.4 +3.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.1 20 15 7.2 +4.4
FSGS First Trust SMID Growth Strength ETF 2.1 60 -25 4.3 +1.5
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 4.5 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 11 7.4 +4.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 -1 4.2 +1.3
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 20 3.6 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 26 4.1 +1.2
VTWO Vanguard Russell 2000 ETF 2.1 7 28 3.3 +0.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 15 4.0 +1.1
STXV Strive 1000 Value ETF 2.1 18 17 7.2 +4.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 5.1 +2.3
DFAS Dimensional U.S. Small Cap ETF 2.1 26 9 5.8 +2.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.1 15 20 4.9 +2.0
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -30 4.6 +1.7
VOO Vanguard S&P 500 ETF 2.1 3 32 4.2 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.1 17 18 5.2 +2.3
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.6 +1.8
IVV iShares Core S&P 500 ETF 2.1 3 32 4.2 +1.4
SPY SPDR S&P 500 ETF 2.1 9 26 4.2 +1.3
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 33 4.3 +1.4
IWS iShares Russell Mid-Cap Value ETF 2.0 23 12 6.3 +3.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.0 3 32 4.4 +1.5
KRMA Global X Conscious Companies ETF 2.0 43 -8 5.2 +2.3
OALC OneAscent Large Cap Core ETF 2.0 86 -51 3.4 +0.5
STRV Strive 500 ETF 2.0 5 30 4.1 +1.2
VUG Vanguard Growth ETF 2.0 4 31 3.3 +0.4
BUL Pacer US Cash Cows Growth ETF 2.0 60 -25 4.0 +1.1
VTI Vanguard Total Stock Market ETF 2.0 3 32 4.2 +1.3
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 5.6 +2.7
DFUS Dimensional U.S. Equity ETF 2.0 9 26 4.1 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 3 4.3 +1.4
IWV iShares Russell 3000 ETF 2.0 20 15 4.0 +1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 32 4.2 +1.3
LEAD Siren DIVCON Leaders Dividend ETF 2.0 43 -8 3.6 +0.7
MAGA Point Bridge America First ETF 2.0 72 -37 5.7 +2.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 25 8.6 +5.7
VTHR Vanguard Russell 3000 ETF 2.0 7 28 4.2 +1.3
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -14 4.8 +1.9
PBUS Invesco MSCI USA ETF 2.0 4 31 4.2 +1.3
VONE Vanguard Russell 1000 ETF 2.0 7 28 4.2 +1.4
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -13 3.8 +0.9
GXLC Global X U.S. 500 ETF 2.0 2 33 4.1 +1.3
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 17 5.9 +3.0
IWB iShares Russell 1000 ETF 2.0 15 20 4.1 +1.3
STXG Strive 1000 Growth ETF 2.0 18 17 3.1 +0.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 4.7 +1.8
VV Vanguard Large-Cap ETF 2.0 4 31 4.1 +1.3
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 17 4.0 +1.1
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 32 4.1 +1.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.0 25 10 6.9 +4.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 24 4.2 +1.3
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.1 +1.2
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 4.3 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 33 4.3 +1.4
OEI Optimized Equity Income ETF 1.9 75 -40 3.2 +0.3
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -17 8.6 +5.8
DFVX Dimensional US Large Cap Vector ETF 1.9 22 13 5.3 +2.4
SFY SoFi Select 500 ETF 1.9 0 35 3.8 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 10 25 5.0 +2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 35 4.2 +1.4
NULC Nuveen ESG Large-Cap ETF 1.9 21 14 4.4 +1.5
VOTE TCW Transform 500 ETF 1.9 5 30 4.2 +1.3
VYM Vanguard High Dividend Yield Index ETF 1.9 6 29 6.3 +3.4
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 17 4.5 +1.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 6 7.0 +4.2
DFSV Dimensional US Small Cap Value ETF 1.9 31 4 9.2 +6.3
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.3 +1.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 29 7.2 +4.4
SUSA iShares MSCI USA ESG Select ETF 1.9 25 10 3.9 +1.1
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.7 +0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -15 7.6 +4.8
VOE Vanguard Mid-Cap Value ETF 1.9 7 28 6.9 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 28 4.2 +1.3
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 4.3 +1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 20 5.2 +2.4
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 4.2 +1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 4.2 +1.3
SCHK Schwab 1000 Index ETF 1.9 5 30 4.3 +1.4
SCHX Schwab U.S. Large-Cap ETF 1.9 3 32 4.2 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 4.4 +1.5
PRXG Praxis Impact Large Cap Growth ETF 1.9 36 -1 2.8 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 15 4.3 +1.4
XT iShares Exponential Technologies ETF 1.8 46 -11 4.2 +1.3
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 7.6 +4.7
ARKG ARK Genomic Revolution ETF 1.8 75 -40 -5.4 -8.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 17 5.6 +2.7
RVRB Reverb ETF 1.8 30 5 3.9 +1.1
VFMF Vanguard U.S. Multifactor ETF 1.8 18 17 6.7 +3.8
DFAU Dimensional US Core Equity Market ETF 1.8 12 23 4.3 +1.4
IWL iShares Russell Top 200 ETF 1.8 15 20 3.8 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 4.6 +1.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 -24 7.8 +4.9
MGK Vanguard Mega Cap Growth ETF 1.8 7 28 3.3 +0.5
DSMC Distillate Small/Mid Cash Flow ETF 1.8 55 -20 11.4 +8.5
DGT State Street SPDR Global Dow ETF 1.8 50 -15 6.0 +3.1
RGEF Rockefeller Global Equity ETF 1.8 55 -20 3.9 +1.1
IGPT Invesco AI and Next Gen Software ETF 1.8 60 -25 3.3 +0.4
FDG American Century Focused Dynamic Growth ETF 1.8 45 -10 1.6 -1.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -24 3.3 +0.5
NBDS Neuberger Berman Disrupters ETF 1.8 55 -20 0.5 -2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 -5 3.1 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -30 2.9 +0.1
LOUP Innovator Deepwater Frontier Tech ETF 1.8 70 -35 0.6 -2.2
AGIQ Sofi Agentic AI ETF 1.8 69 -34 1.5 -1.4
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 5.9 +3.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 5 4.0 +1.1
DUSA Davis Select U.S. Equity ETF 1.8 61 -26 6.4 +3.6
DWLD Davis Select Worldwide ETF 1.8 63 -28 6.3 +3.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.8 49 -14 9.7 +6.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.8 35 0 6.3 +3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.0 +2.1
FESM Fidelity Enhanced Small Cap ETF 1.8 28 7 2.8 -0.1
DEMZ Democratic Large Cap Core ETF 1.8 45 -10 3.8 +0.9
SEMG Suncoast Select Growth ETF 1.8 60 -25 3.3 +0.4
LOGO Alpha Brands Consumption Leaders ETF 1.8 69 -34 2.5 -0.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -26 5.0 +2.1
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 20 4.1 +1.3
ILCV iShares Morningstar Value ETF 1.7 4 31 5.6 +2.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 10 6.7 +3.8
TMFC Motley Fool 100 Index ETF 1.7 50 -15 2.9 -0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 15 5.4 +2.6
MGC Vanguard Mega Cap ETF 1.7 7 28 3.9 +1.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 6 6.4 +3.5
PJP Invesco Pharmaceuticals ETF 1.7 57 -22 6.7 +3.9
BEEX BeeHive ETF 1.7 84 -49 3.6 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 6.3 +3.4
FPAG FPA Global Equity ETF 1.7 49 -14 4.9 +2.1
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 5.0 +2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 31 4 2.2 -0.7
PAWZ ProShares Pet Care ETF 1.7 50 -15 3.5 +0.6
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -25 6.4 +3.6
FIW First Trust Water ETF 1.7 53 -18 4.4 +1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 -4 1.3 -1.6
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -50 6.1 +3.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.7 70 -35 4.2 +1.3
GQQQ Astoria US Quality Growth Kings ETF 1.7 35 0 3.6 +0.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.7 65 -30 4.2 +1.3
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 7 3.3 +0.4
APUE ActivePassive U.S. Equity ETF 1.7 45 -10 3.9 +1.0
SFTY Horizon Managed Risk ETF 1.7 77 -42 3.5 +0.6
STOX Horizon Core Equity ETF 1.7 70 -35 3.5 +0.7
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.0 +3.1
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 3.3 +0.4
CGDG Capital Group Dividend Growers ETF 1.7 47 -12 5.4 +2.5
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.1 +2.3
SNSR Global X Internet of Things ETF 1.7 68 -33 4.2 +1.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 35 10.3 +7.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 15 4.5 +1.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 6 5.9 +3.0
BELT iShares Long-Term U.S. Equity Active ETF 1.7 75 -40 2.2 -0.6
USXF iShares ESG Advanced MSCI USA ETF 1.7 10 25 3.9 +1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -25 8.7 +5.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 4.7 +1.8
IWC iShares Micro-Cap ETF 1.7 60 -25 -1.3 -4.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 23 6.2 +3.3
JAVA JPMorgan Active Value ETF 1.7 44 -9 5.5 +2.6
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 23 5.0 +2.2
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 31 6.0 +3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 31 5.1 +2.2
DIVS SmartETFs Dividend Builder ETF 1.6 65 -30 4.6 +1.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.6 27 8 6.7 +3.9
UDI USCF Dividend Income Fund 1.6 65 -30 7.2 +4.4
SAMM Strategas Macro Momentum ETF 1.6 66 -31 1.8 -1.0
AGQI First Trust Active Global Quality Income ETF 1.6 85 -50 4.6 +1.7
BLCR iShares Large Cap Core Active ETF 1.6 36 -1 3.0 +0.2
HDV iShares Core High Dividend ETF 1.6 8 27 6.5 +3.6
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 6.6 +3.7
BDIV AAM Brentview Dividend Growth ETF 1.6 49 -14 3.7 +0.8
SWP SWP Growth & Income ETF 1.6 99 -64 3.6 +0.8
MAVF Matrix Advisors Value ETF 1.6 75 -40 4.8 +2.0
RJDI RJ Eagle GCM Dividend Select Income ETF 1.6 55 -20 4.9 +2.0
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 6.2 +3.3
DXUV Dimensional US Vector Equity ETF 1.6 28 7 5.2 +2.3
RAUS RACWI US ETF 1.6 15 20 4.2 +1.3
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 31 3.3 +0.5
IVW iShares S&P 500 Growth ETF 1.6 18 17 3.1 +0.2
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 20 5.0 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 5 5.1 +2.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 31 3.3 +0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 6.8 +3.9
LRGF iShares U.S. Equity Factor ETF 1.6 8 27 4.7 +1.8
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.1 +1.3
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 4.6 +1.7
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 6.9 +4.0
BGRO iShares Large Cap Growth Active ETF 1.6 55 -20 2.0 -0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 8.4 +5.6
ARB AltShares Merger Arbitrage ETF 1.6 77 -42 3.7 +0.9
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 15 2.9 +0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 +0.4
VOOG Vanguard S&P 500 Growth ETF 1.5 7 28 3.3 +0.4
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 3.7 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 23 3.6 +0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 5 3.8 +1.0
TOK iShares MSCI Kokusai ETF 1.5 26 9 4.3 +1.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.5 60 -25 4.5 +1.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.5 60 -25 3.6 +0.7
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.0 +3.1
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 -30 7.0 +4.2
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.8 +4.9
MDY SPDR S&P Midcap 400 ETF Trust 1.5 24 11 6.1 +3.2
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 4.4 +1.6
BLES Inspire Global Hope ETF 1.5 61 -26 6.1 +3.2
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 6.3 +3.4
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 7.6 +4.7
ROUS Hartford Multifactor US Equity ETF 1.5 19 16 6.1 +3.2
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.0 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 26 4.5 +1.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 4.3 +1.5
FDMO Fidelity Momentum Factor ETF 1.5 15 20 3.0 +0.1
FQAL Fidelity Quality Factor ETF 1.5 15 20 4.8 +1.9
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.3 +0.5
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 4.4 +1.5
VXF Vanguard Extended Market ETF 1.5 5 30 3.9 +1.0
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.4 +0.5
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.0 +1.1
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 20 4.3 +1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 6.3 +3.4
URTH iShares MSCI World ETF 1.4 24 11 4.4 +1.5
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 7 8.8 +6.0
AVMV Avantis U.S. Mid Cap Value ETF 1.4 20 15 7.6 +4.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 32 6.3 +3.4
EPS WisdomTree U.S. LargeCap Fund 1.4 8 27 4.9 +2.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 5.2 +2.3
AVUS Avantis U.S. Equity ETF 1.4 15 20 4.9 +2.1
FFOG Franklin Focused Growth ETF 1.4 61 -26 1.9 -1.0
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 -4 5.9 +3.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 7.0 +4.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -40 0.8 -2.1
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -7 5.8 +2.9
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 4.8 +1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 27 4.2 +1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 23 4.3 +1.4
USMF WisdomTree U.S. Multifactor Fund 1.3 28 7 6.4 +3.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 30 7.2 +4.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.4 +1.5
IWF iShares Russell 1000 Growth ETF 1.3 19 16 3.2 +0.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 4.9 +2.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -14 5.8 +2.9
OEF iShares S&P 100 ETF 1.3 20 15 3.8 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.1 +3.3
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 4.7 +1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.3 18 17 2.9 +0.0
ACWI iShares MSCI ACWI ETF 1.3 32 3 4.7 +1.8
FBOT Fidelity Disruptive Automation ETF 1.3 50 -15 2.8 -0.1
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -40 2.0 -0.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.3 12 23 6.5 +3.6
VONG Vanguard Russell 1000 Growth ETF 1.3 7 28 3.4 +0.6
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.7 +2.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.3 +3.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 31 3.1 +0.2
IBOT Vaneck Robotics ETF 1.3 47 -12 3.3 +0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 25 3.6 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -7 4.7 +1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -32 8.7 +5.9
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 5.9 +3.0
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -50 3.2 +0.4
AVUQ Avantis U.S. Quality ETF 1.2 15 20 3.5 +0.6
VT Vanguard Total World Stock ETF 1.2 6 29 5.1 +2.2
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 -19 9.9 +7.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.2 19 16 5.3 +2.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 -3 7.2 +4.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 0 7.2 +4.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -14 2.9 +0.0
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -14 7.4 +4.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.5 +3.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 3.4 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 26 4.9 +2.0
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.6 +2.8
VTWV Vanguard Russell 2000 Value ETF 1.2 10 25 5.8 +3.0
GURU Global X Guru Index ETF 1.2 75 -40 2.4 -0.4
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 10 6.3 +3.5
IWN iShares Russell 2000 Value ETF 1.2 24 11 5.8 +2.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.2 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 22 2.5 -0.4
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 14 3.1 +0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 8.1 +5.3
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.4 +0.6
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.7 +4.9
VALQ American Century U.S. Quality Value ETF 1.1 29 6 6.7 +3.8
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 10 4.5 +1.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 10 6.4 +3.5
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.6 +1.7
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.5 +0.6
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 4.5 +1.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 8.7 +5.9
STXM Strive Mid-Cap ETF 1.1 18 17 5.5 +2.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -3 3.9 +1.0
ULVM VictoryShares US Value Momentum ETF 1.1 20 15 6.5 +3.7
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.3 +1.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 15 5.3 +2.5
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.1 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 7 5.3 +2.4
IWY iShares Russell Top 200 Growth ETF 1.0 20 15 3.2 +0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -40 6.4 +3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 15 4.8 +1.9
GEW Cambria Global EW ETF 1.0 29 6 5.3 +2.5
ROE Astoria US Quality Kings ETF 1.0 49 -14 5.6 +2.7
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 20 2.6 -0.2
TAX Cambria Tax Aware ETF 1.0 49 -14 5.1 +2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -44 4.8 +1.9
GLOF iShares Global Equity Factor ETF 1.0 20 15 5.9 +3.0
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -41 4.1 +1.2
YNOT Horizon Digital Frontier ETF 1.0 75 -40 2.5 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 6 5.6 +2.7
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.3 +7.4
JGRO JPMorgan Active Growth ETF 1.0 44 -9 2.8 -0.0
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 3.6 +0.8
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -24 2.2 -0.7
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 7 5.6 +2.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.3 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -35 9.3 +6.4
CGUS Capital Group Core Equity ETF 0.9 33 2 3.7 +0.9
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.0 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 25 7.8 +4.9
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -25 4.2 +1.3
EBI Longview Advantage ETF 0.9 35 0 5.7 +2.9
OSCV Opus Small Cap Value ETF 0.9 79 -44 6.3 +3.4
TTAC FCF US Quality ETF 0.9 59 -24 5.0 +2.1
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 8 7.9 +5.1
SIXS ETC 6 Meridian Small Cap Equity ETF 0.8 89 -54 8.6 +5.7
DEEP Roundhill Acquirers Deep Value ETF 0.8 80 -45 17.6 +14.7
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -24 5.2 +2.3
AFLG First Trust Active Factor Large Cap ETF 0.8 55 -20 5.4 +2.5
FDWM Fidelity Women's Leadership ETF 0.8 59 -24 4.2 +1.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -14 3.9 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 25 4.1 +1.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 -25 6.0 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 7.6 +4.7
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 23 6.9 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 -25 4.1 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 25 4.1 +1.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -3.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.7 15 20 7.6 +4.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 -30 1.7 -1.1
DIVB iShares Core Dividend ETF 0.7 5 30 7.3 +4.4
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.5 +1.6
ITEQ BlueStar Israel Technology ETF 0.7 75 -40 1.3 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 12 5.2 +2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 8.2 +5.3
SFGV Sequoia Global Value ETF 0.7 23 12 7.5 +4.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 8.2 +5.3
REVS Columbia Research Enhanced Value ETF 0.7 19 16 6.9 +4.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 9.1 +6.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 25 3.6 +0.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -14 4.7 +1.9
DUHP Dimensional US High Profitability ETF 0.6 21 14 5.0 +2.1
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.6 +4.8
MGMT Ballast Small/Mid Cap ETF 0.6 110 -75 6.8 +3.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.0 +2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 10 10.6 +7.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 10 5.4 +2.6
IOO iShares Global 100 ETF 0.6 41 -6 3.9 +1.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 5.0 +2.1
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 6.6 +3.7
SMMD iShares Russell 2500 ETF 0.6 15 20 5.8 +2.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 -4 5.8 +2.9
RECS Columbia Research Enhanced Core ETF 0.5 15 20 5.0 +2.2
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 10 8.6 +5.7
VLUE iShares MSCI USA Value Factor ETF 0.5 15 20 7.9 +5.0
FITE State Street SPDR S&P Kensho Future Security ETF 0.5 45 -10 1.3 -1.6
MOO VanEck Agribusiness ETF 0.5 53 -18 9.8 +6.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 0 5.0 +2.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -24 8.6 +5.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -12 8.2 +5.3
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -15 4.7 +1.8
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.0 +3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.3 +2.4
QDF FlexShares Quality Dividend Index Fund 0.5 37 -2 5.4 +2.6
VAMO Cambria Value & Momentum ETF 0.4 61 -26 5.4 +2.6
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.3 -1.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 8.8 +5.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 8.2 +5.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -38 10.3 +7.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 7.5 +4.7
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 2.9 +0.0
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 9.1 +6.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 7.7 +4.8
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.6 +2.8
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -45 10.3 +7.5
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 -7 3.9 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 13 5.1 +2.2
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.0 +1.1
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.0 +4.1
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 20 6.6 +3.7
HELX Franklin Genomic Advancements ETF 0.3 50 -15 -0.4 -3.2
ISRA VanEck Israel ETF 0.2 59 -24 5.7 +2.9
NUDV Nuveen ESG Dividend ETF 0.2 26 9 6.7 +3.8
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.3 +4.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 21 4.3 +1.4
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -15 3.5 +0.6
PY Principal Value ETF 0.2 15 20 6.5 +3.6
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.3 +2.4
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.1 -2.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 9.1 +6.3
IBB iShares Biotechnology ETF 0.1 45 -10 -0.3 -3.1
TEXN iShares Texas Equity ETF 0.1 20 15 5.5 +2.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 3.7 +0.9
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 7.3 +4.4
VEGN US Vegan Climate ETF 0.0 60 -25 3.8 +0.9

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 7.5 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 2.9 %
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.