State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.2% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 30.9x P/Sales
ratio		 2.3x
P/BV
ratio		 2.2x Div.
yield		 0.7%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jan 26, 2011
Assets (mns) $145
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 2.8 %
ENVISTA HOLDINGS CORP. 2.4 %
UFP TECHNOLOGIES INC 2.3 %
INTEGER HOLDINGS CORPORATION 2.2 %
BAXTER INTERNATIONAL INC 2.2 %
DENTSPLY SIRONA, INC. 2.1 %
AXOGEN, INC. 2.1 %
ALIGN TECHNOLOGY INC 2.1 %
PENUMBRA, INC. 2.0 %
RESMED INC 2.0 %
Total 22.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.4 %
IRELAND 3.6 %
BRITAIN 3.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


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

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

Technical Indicators
Recent close $85.52
30d moving avg. $88.64
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 15
Turnover 0.9%
Bid/Ask (% of price) 0.22%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 684 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
(%)
IHI iShares U.S. Medical Devices ETF 38.1 40 -5 3.9 +0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 31.1 68 -33 1.8 -1.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.3 40 -5 6.6 +3.5
PSCH Invesco S&P SmallCap Health Care ETF 21.7 29 6 3.5 +0.4
HEAL Global X HealthTech ETF 20.1 50 -15 -1.7 -4.9
FXH First Trust Health Care AlphaDEX Fund 18.5 62 -27 7.1 +4.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 18.4 65 -30 0.7 -2.4
FMED Fidelity Disruptive Medicine ETF 17.1 50 -15 -0.6 -3.8
FDHT Fidelity Digital Health ETF 16.4 39 -4 1.3 -1.8
VHT Vanguard Health Care ETF 15.9 9 26 4.9 +1.8
FHLC Fidelity MSCI Health Care Index ETF 15.8 8 27 5.1 +2.0
IYH iShares U.S. Healthcare ETF 15.7 40 -5 5.5 +2.4
XLV The Health Care Select Sector SPDR Fund 15.2 8 27 6.2 +3.0
AGNG Global X Aging Population ETF 13.5 50 -15 3.9 +0.8
BMED Future Health ETF 13.3 85 -50 0.2 -3.0
IXJ iShares Global Healthcare ETF 12.6 42 -7 5.7 +2.6
LFSC F/m Emerald Life Sciences Innovation ETF 11.5 79 -44 0.0 -3.2
ANEW ProShares MSCI Transformational Changes ETF 11.3 45 -10 4.8 +1.6
HRTS Tema Heart & Health ETF 11.0 75 -40 2.0 -1.2
DTEC ALPS Disruptive Technologies ETF 9.3 50 -15 3.6 +0.5
CSMD Congress SMid Growth ETF 9.1 69 -34 3.2 +0.0
QQQS Invesco NASDAQ Future Gen 200 ETF 8.9 20 15 -4.7 -7.8
HART IQ Healthy Hearts ETF 8.8 45 -10 5.4 +2.3
PINK Simplify Health Care ETF 8.7 50 -15 0.7 -2.5
GDOC Goldman Sachs Future Health Care Equity ETF 8.7 75 -40 2.4 -0.7
MEDI Harbor Health Care ETF 7.7 80 -45 -1.5 -4.7
RUNN Running Oak Efficient Growth ETF 7.2 58 -23 4.4 +1.2
TMFM Motley Fool Mid-Cap Growth ETF 6.9 85 -50 2.8 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.7 60 -25 4.5 +1.3
USRD Themes US R&D Champions ETF 6.6 29 6 4.1 +0.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.6 49 -14 5.5 +2.4
JDOC JPMorgan Healthcare Leaders ETF 6.3 65 -30 3.4 +0.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.3 60 -25 -1.6 -4.8
SMOT VanEck Morningstar SMID Moat ETF 6.0 49 -14 5.9 +2.7
BLCV iShares Large Cap Value Active ETF 5.9 53 -18 6.4 +3.2
MID American Century Mid Cap Growth Impact ETF 5.9 45 -10 3.0 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.8 38 -3 5.5 +2.4
SQLV Royce Quant Small-Cap Quality Value ETF 5.6 60 -25 8.2 +5.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.6 60 -25 4.1 +0.9
FLV American Century Focused Large Cap Value ETF 5.5 42 -7 5.8 +2.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.5 40 -5 5.2 +2.0
TMFS Motley Fool Small-Cap Growth ETF 5.5 85 -50 2.4 -0.8
CWS AdvisorShares Focused Equity ETF 5.4 84 -49 4.9 +1.7
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 6 4.2 +1.1
PSET Principal Quality ETF 5.4 15 20 4.8 +1.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.1 58 -23 4.3 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.1 15 20 3.4 +0.2
KNO AXS Knowledge Leaders ETF 5.0 78 -43 4.8 +1.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.0 85 -50 3.4 +0.3
VOT Vanguard Mid-Cap Growth ETF 4.9 7 28 3.1 -0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 5.0 +1.8
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.0 +1.9
GGRW Gabelli Growth Innovators ETF 4.9 90 -55 1.9 -1.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 2.9 -0.2
DAK Dakota Active Equity ETF 4.7 43 -8 3.8 +0.6
CAML Congress Large Cap Growth ETF 4.7 66 -31 2.6 -0.5
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 5.9 +2.8
SXQG ETC 6 Meridian Quality Growth ETF 4.5 100 -65 4.1 +0.9
GINN Goldman Sachs Innovate Equity ETF 4.5 52 -17 3.3 +0.2
PCGG Polen Capital Global Growth ETF 4.4 85 -50 3.8 +0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 0 5.3 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.3 10 25 5.0 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -23 5.1 +1.9
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 0 4.2 +1.0
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 12 2.7 -0.4
DURA VanEck Durable High Dividend ETF 4.2 29 6 6.2 +3.1
ALTL Pacer Lunt Large Cap Alternator ETF 4.2 60 -25 4.2 +1.0
QGRO American Century U.S. Quality Growth ETF 4.2 29 6 3.3 +0.1
NIXT Research Affiliates Deletions ETF 4.1 9 26 7.2 +4.1
CATH Global X S&P 500 Catholic Values Custom ETF 4.0 29 6 4.0 +0.9
PRNT 3D Printing ETF 4.0 66 -31 1.6 -1.6
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 20 6.1 +2.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.0 12 23 6.9 +3.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -17 4.8 +1.7
ETHO Etho Climate Leadership U.S. ETF 3.9 47 -12 4.6 +1.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 -14 3.6 +0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 0 3.7 +0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 15 3.8 +0.6
SMAP Amplify Small-Mid Cap Equity ETF 3.9 60 -25 4.7 +1.6
PWB Invesco Large Cap Growth ETF 3.9 56 -21 1.9 -1.2
FTGS First Trust Growth Strength ETF 3.8 60 -25 3.7 +0.6
SPIT F/m Emerald Special Situations ETF 3.7 105 -70 -0.9 -4.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -35 4.5 +1.4
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 0 6.2 +3.0
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 5.8 +2.6
XOEF iShares S&P 500 ex S&P 100 ETF 3.7 20 15 4.8 +1.6
HLAL Wahed FTSE USA Shariah ETF 3.6 50 -15 3.9 +0.7
POWA Invesco Bloomberg Pricing Power ETF 3.6 40 -5 5.0 +1.9
FTCS First Trust Capital Strength ETF 3.6 55 -20 4.8 +1.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.6 55 -20 3.3 +0.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.6 59 -24 5.2 +2.0
ABEQ Absolute Select Value ETF 3.6 85 -50 4.0 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 3.6 75 -40 3.0 -0.2
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 9.0 +5.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -35 1.7 -1.5
DFLV Dimensional US Large Cap Value ETF 3.5 22 13 6.3 +3.1
IBRN iShares Neuroscience and Healthcare ETF 3.5 47 -12 0.0 -3.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 0 5.2 +2.1
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 15 7.6 +4.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.5 40 -5 5.2 +2.0
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 5.8 +2.7
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -11 5.4 +2.3
MVAL VanEck Morningstar Wide Moat Value ETF 3.5 49 -14 5.9 +2.7
JGRW Jensen Quality Growth ETF 3.5 57 -22 3.8 +0.7
BRIF FIS Bright Portfolios Focused Equity ETF 3.5 65 -30 3.9 +0.8
LCF Touchstone US Large Cap Focused ETF 3.4 69 -34 3.7 +0.5
AVMC Avantis U.S. Mid Cap Equity ETF 3.4 18 17 5.8 +2.6
DVND Touchstone Dividend Select ETF 3.4 67 -32 4.7 +1.6
JSML Janus Henderson Small Cap Growth Alpha ETF 3.4 30 5 7.1 +3.9
XJR iShares ESG Screened S&P Small-Cap ETF 3.4 12 23 6.4 +3.3
DFUV Dimensional US Marketwide Value ETF 3.4 22 13 6.2 +3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 29 3.6 +0.5
CHRI Global X S&P 500 Christian Values ETF 3.4 29 6 4.0 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -15 3.4 +0.3
CVAR Cultivar ETF 3.3 87 -52 6.7 +3.5
CGDV Capital Group Dividend Value ETF 3.3 33 2 3.9 +0.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.3 +1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 20 6.7 +3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.3 45 -10 3.6 +0.5
VO Vanguard Mid-Cap ETF 3.3 4 31 5.3 +2.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 20 6.5 +3.3
DUNK Dana Unconstrained Equity ETF 3.3 75 -40 2.2 -0.9
SDY State Street SPDR S&P Dividend ETF 3.3 35 0 5.8 +2.7
PRAY FIS Christian Stock Fund 3.3 69 -34 4.2 +1.1
FPX First Trust US Equity Opportunities ETF 3.2 61 -26 0.8 -2.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 -4 3.6 +0.5
IWFG IQ Winslow Focused Large Cap Growth ETF 3.2 65 -30 2.7 -0.5
TMFX Motley Fool Next Index ETF 3.2 50 -15 2.8 -0.4
PSC Principal U.S. Small-Cap ETF 3.2 38 -3 5.9 +2.7
QLTY GMO U.S. Quality ETF 3.2 50 -15 3.9 +0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 20 3.9 +0.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.2 55 -20 8.9 +5.8
IWO iShares Russell 2000 Growth ETF 3.2 24 11 0.6 -2.5
SIZE iShares MSCI USA Size Factor ETF 3.2 15 20 5.5 +2.3
VTWG Vanguard Russell 2000 Growth ETF 3.2 10 25 0.8 -2.4
JEPI JPMorgan Equity Premium Income ETF 3.2 35 0 4.9 +1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 5.5 +2.4
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 26 5.5 +2.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -29 0.9 -2.3
IJS iShares S&P Small-Cap 600 Value ETF 3.1 18 17 8.3 +5.1
INCE Franklin Income Equity Focus ETF 3.1 29 6 4.8 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 26 4.8 +1.7
FEGE First Eagle Global Equity ETF 3.1 79 -44 5.4 +2.2
JPSV JPMorgan Active Small Cap Value ETF 3.1 74 -39 7.4 +4.2
ITAN Sparkline Intangible Value ETF 3.1 50 -15 5.6 +2.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.1 20 15 2.7 -0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 3.8 +0.7
RND First Trust Bloomberg R&D Leaders ETF 3.1 60 -25 2.5 -0.7
TMFG Motley Fool Global Opportunities ETF 3.1 85 -50 3.7 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 23 3.8 +0.7
PEXL Pacer US Export Leaders ETF 3.0 60 -25 3.9 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.0 59 -24 1.6 -1.6
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.4 +2.2
IJR iShares Core S&P Small Cap ETF 3.0 6 29 6.5 +3.3
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -20 4.1 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.5 +3.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 4 6.0 +2.9
FFND Future Fund Active ETF 3.0 100 -65 3.2 +0.0
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.6 -0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 5.7 +2.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.0 10 25 8.2 +5.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.9 18 17 4.5 +1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 25 4.6 +1.4
FFOX FundX Future Fund Opportunities ETF 2.9 100 -65 2.7 -0.5
BFOR ALPS Barron's 400 ETF 2.9 65 -30 4.8 +1.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.9 15 20 8.3 +5.2
FSGS First Trust SMID Growth Strength ETF 2.9 60 -25 4.5 +1.3
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -30 3.6 +0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 26 5.4 +2.2
CHGX AXS Change Finance ESG ETF 2.9 49 -14 4.4 +1.2
ROBO ROBO Global Robotics & Automation Index ETF 2.9 95 -60 2.6 -0.6
DSTL Distillate US Fundamental Stability & Value ETF 2.9 39 -4 7.2 +4.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.8 7 28 6.5 +3.3
IWX iShares Russell Top 200 Value ETF 2.8 20 15 5.1 +2.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.8 3 32 6.5 +3.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.8 20 15 4.7 +1.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.8 60 -25 3.3 +0.2
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 9 2.8 -0.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.8 15 20 4.5 +1.4
RAFE PIMCO RAFI ESG U.S. ETF 2.8 29 6 6.0 +2.8
BOTZ Global X Robotics & Artificial Intelligence ETF 2.8 69 -34 1.7 -1.5
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -40 6.4 +3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 23 5.6 +2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 26 3.4 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 22 5.2 +2.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.7 75 -40 3.9 +0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 10 25 4.7 +1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.7 71 -36 -1.3 -4.5
ISMD Inspire Small/Mid Cap ETF 2.7 54 -19 4.5 +1.3
AVSC Avantis U.S Small Cap Equity ETF 2.7 25 10 4.4 +1.2
TOLL Tema Durable Quality ETF 2.7 75 -40 4.3 +1.1
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 0 4.5 +1.3
TMAT Main Thematic Innovation ETF 2.7 164 -129 -1.5 -4.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.7 12 23 6.4 +3.3
ROSC Hartford Multifactor Small Cap ETF 2.7 34 1 7.7 +4.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 15 4.3 +1.2
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 9 5.4 +2.3
PRXV Praxis Impact Large Cap Value ETF 2.6 36 -1 5.6 +2.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 6.4 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 26 4.2 +1.1
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 5.0 +1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 5 7.0 +3.9
GVLU Gotham 1000 Value ETF 2.6 50 -15 8.0 +4.9
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 -7 5.3 +2.1
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 4.0 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -30 1.7 -1.4
IMCB iShares Morningstar Mid-Cap ETF 2.6 4 31 5.4 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 2.6 4 31 5.7 +2.5
IWD iShares Russell 1000 Value ETF 2.6 19 16 5.4 +2.3
VONV Vanguard Russell 1000 Value ETF 2.6 7 28 5.6 +2.4
VIG Vanguard Dividend Appreciation ETF 2.5 5 30 4.8 +1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.0 +1.9
IWR iShares Russell Midcap ETF 2.5 19 16 5.4 +2.2
CSD Invesco S&P Spin-Off ETF 2.5 65 -30 2.9 -0.2
SVAL iShares US Small Cap Value Factor ETF 2.5 20 15 7.5 +4.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 29 2.5 -0.7
ACVF American Conservative Values ETF 2.5 75 -40 3.7 +0.5
STXK Strive Small-Cap ETF 2.4 18 17 5.2 +2.0
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.5 +1.4
DEUS Xtrackers Russell US Multifactor ETF 2.4 17 18 5.8 +2.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.2 +1.1
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -24 3.7 +0.5
IVE iShares S&P 500 Value ETF 2.4 18 17 5.3 +2.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 17 6.7 +3.5
DSPY Tema S&P 500 Historical Weight ETF 2.4 18 17 4.4 +1.3
VOOV Vanguard S&P 500 Value ETF 2.4 7 28 5.4 +2.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 31 5.5 +2.3
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -15 5.3 +2.1
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 26 4.1 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.4 +1.3
OPTZ Optimize Strategy Index ETF 2.3 50 -15 4.1 +0.9
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 5.9 +2.8
BOUT Innovator IBD Breakout Opportunities ETF 2.3 81 -46 4.3 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -25 3.3 +0.1
TOPC iShares S&P 500 3% Capped ETF 2.3 15 20 4.4 +1.3
IUSV iShares Core S&P US Value ETF 2.3 4 31 5.6 +2.4
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.0 +1.8
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 4.5 +1.4
PTL Inspire 500 ETF 2.3 9 26 4.6 +1.5
VBK Vanguard Small-Cap Growth ETF 2.3 7 28 1.5 -1.7
DGRO iShares Core Dividend Growth ETF 2.3 8 27 5.6 +2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -60 -0.5 -3.6
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 22 5.3 +2.2
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 26 4.2 +1.0
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -30 4.6 +1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 11 6.3 +3.1
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -37 6.6 +3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.7 -0.5
MGV Vanguard Mega Cap Value ETF 2.2 7 28 5.5 +2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 16 5.0 +1.8
VB Vanguard Small-Cap ETF 2.2 5 30 5.2 +2.0
WCEO Hypatia Women CEO ETF 2.2 85 -50 2.8 -0.4
VOE Vanguard Mid-Cap Value ETF 2.2 7 28 6.7 +3.5
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -14 4.0 +0.8
ISCV iShares Morningstar Small Cap Value ETF 2.2 6 29 7.3 +4.2
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 5.6 +2.5
BIBL Inspire 100 ETF 2.2 35 0 4.2 +1.1
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -20 3.6 +0.4
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -44 3.3 +0.2
STXD Strive 1000 Dividend Growth ETF 2.2 35 0 4.3 +1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.2 17 18 4.7 +1.6
IWM iShares Russell 2000 ETF 2.2 19 16 3.1 -0.1
RSSL Global X Russell 2000 ETF 2.2 8 27 3.1 -0.1
SFYX SoFi Next 500 ETF 2.1 0 35 5.0 +1.8
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 -25 4.4 +1.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.2 +3.0
CCFE Concourse Capital Focused Equity ETF 2.1 95 -60 1.9 -1.3
VBR Vanguard Small Cap Value ETF 2.1 7 28 7.6 +4.5
VTWO Vanguard Russell 2000 ETF 2.1 7 28 3.2 +0.1
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 4.4 +1.3
CGGR Capital Group Growth ETF 2.1 39 -4 2.9 -0.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.1 28 7 4.7 +1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 11 7.0 +3.9
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 -1 4.3 +1.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 20 3.8 +0.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 26 4.2 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -24 4.9 +1.8
XVV iShares ESG Screened S&P 500 ETF 2.1 8 27 4.2 +1.0
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -55 3.1 -0.0
IQM Franklin Intelligent Machines ETF 2.1 50 -15 1.5 -1.7
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.6 +1.5
OALC OneAscent Large Cap Core ETF 2.0 86 -51 3.4 +0.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 10 4.2 +1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.0 20 15 5.6 +2.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 10 25 4.9 +1.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 15 7.1 +3.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.0 12 23 5.3 +2.1
KRMA Global X Conscious Companies ETF 2.0 43 -8 5.3 +2.1
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 5.6 +2.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 20 4.9 +1.8
DFAS Dimensional U.S. Small Cap ETF 2.0 26 9 5.6 +2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 3 4.3 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -13 5.1 +2.0
VTV Vanguard Value ETF 2.0 4 31 5.8 +2.6
PBUS Invesco MSCI USA ETF 2.0 4 31 4.2 +1.1
ILCG iShares Morningstar Growth ETF 2.0 4 31 3.1 -0.0
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -25 5.7 +2.6
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -13 3.9 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 17 5.8 +2.6
SCHA Schwab U.S. Small-Cap ETF 2.0 4 31 4.8 +1.6
MAGA Point Bridge America First ETF 2.0 72 -37 5.4 +2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 4.7 +1.5
STXV Strive 1000 Value ETF 2.0 18 17 6.8 +3.7
IWS iShares Russell Mid-Cap Value ETF 2.0 23 12 6.1 +2.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.0 25 10 6.6 +3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 24 4.2 +1.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 4.7 +1.6
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 4.3 +1.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.0 20 15 4.0 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 33 4.3 +1.2
BUL Pacer US Cash Cows Growth ETF 1.9 60 -25 4.1 +0.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -30 4.2 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 35 4.3 +1.1
NULC Nuveen ESG Large-Cap ETF 1.9 21 14 4.4 +1.3
VOTE TCW Transform 500 ETF 1.9 5 30 4.2 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -40 4.9 +1.7
FPAG FPA Global Equity ETF 1.9 49 -14 4.8 +1.7
YLDE ClearBridge Dividend Strategy ESG ETF 1.9 60 -25 4.9 +1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 6 6.8 +3.6
IVV iShares Core S&P 500 ETF 1.9 3 32 4.3 +1.1
SPY SPDR S&P 500 ETF 1.9 9 26 4.2 +1.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.9 2 33 4.3 +1.1
VOO Vanguard S&P 500 ETF 1.9 3 32 4.3 +1.1
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.4 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 18 5.1 +1.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 32 4.4 +1.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.9 70 -35 3.9 +0.7
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.6 +0.5
STRV Strive 500 ETF 1.9 5 30 4.2 +1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 28 4.2 +1.1
SNSR Global X Internet of Things ETF 1.9 68 -33 4.0 +0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.9 49 -14 4.7 +1.5
SMRI Bushido Capital US Equity ETF 1.9 71 -36 9.0 +5.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 4.2 +1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.9 35 0 6.0 +2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 4.4 +1.3
VTI Vanguard Total Stock Market ETF 1.9 3 32 4.2 +1.1
DFUS Dimensional U.S. Equity ETF 1.9 9 26 4.1 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 15 4.4 +1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.2 +1.0
IWV iShares Russell 3000 ETF 1.8 20 15 4.1 +0.9
DIVS SmartETFs Dividend Builder ETF 1.8 65 -30 4.3 +1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.8 27 8 6.3 +3.2
UDI USCF Dividend Income Fund 1.8 65 -30 6.8 +3.7
SAMM Strategas Macro Momentum ETF 1.8 66 -31 1.9 -1.3
BLCR iShares Large Cap Core Active ETF 1.8 36 -1 3.1 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 1.8 58 -23 6.1 +2.9
DIVL Madison Dividend Value ETF 1.8 65 -30 4.5 +1.3
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 3.7 +0.5
SWP SWP Growth & Income ETF 1.8 99 -64 3.6 +0.4
MAVF Matrix Advisors Value ETF 1.8 75 -40 4.8 +1.6
RJDI RJ Eagle GCM Dividend Select Income ETF 1.8 55 -20 4.5 +1.3
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.2 +1.1
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 7.4 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -17 8.7 +5.5
DEMZ Democratic Large Cap Core ETF 1.8 45 -10 3.9 +0.8
SEMG Suncoast Select Growth ETF 1.8 60 -25 3.6 +0.4
IWB iShares Russell 1000 ETF 1.8 15 20 4.2 +1.0
VFMF Vanguard U.S. Multifactor ETF 1.8 18 17 6.4 +3.3
GXLC Global X U.S. 500 ETF 1.8 2 33 4.2 +1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -25 9.1 +6.0
VONE Vanguard Russell 1000 ETF 1.8 7 28 4.3 +1.1
AGQI First Trust Active Global Quality Income ETF 1.8 85 -50 4.4 +1.2
STXG Strive 1000 Growth ETF 1.8 18 17 3.2 +0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 4.7 +1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 17 4.0 +0.9
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 4.2 +1.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.2 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 29 7.0 +3.9
IYY iShares Dow Jones U.S. ETF 1.8 20 15 4.1 +1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 20 5.2 +2.0
VV Vanguard Large-Cap ETF 1.8 4 31 4.2 +1.1
BELT iShares Long-Term U.S. Equity Active ETF 1.8 75 -40 2.4 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 17 4.6 +1.4
SUSA iShares MSCI USA ESG Select ETF 1.8 25 10 4.0 +0.8
VUG Vanguard Growth ETF 1.8 4 31 3.5 +0.3
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 5.8 +2.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 5 4.0 +0.9
CZAR Themes Natural Monopoly ETF 1.8 35 0 4.9 +1.7
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -8 3.5 +0.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.8 49 -14 9.8 +6.6
DFSV Dimensional US Small Cap Value ETF 1.8 31 4 8.6 +5.5
SFY SoFi Select 500 ETF 1.8 0 35 3.9 +0.7
DSMC Distillate Small/Mid Cash Flow ETF 1.8 55 -20 11.0 +7.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 4.9 +1.7
FESM Fidelity Enhanced Small Cap ETF 1.8 28 7 2.7 -0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.7 50 -15 7.4 +4.3
APUE ActivePassive U.S. Equity ETF 1.7 45 -10 3.9 +0.8
DFVX Dimensional US Large Cap Vector ETF 1.7 22 13 5.2 +2.1
VYM Vanguard High Dividend Yield Index ETF 1.7 6 29 6.0 +2.8
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 4.3 +1.1
HDV iShares Core High Dividend ETF 1.7 8 27 5.9 +2.8
MBOX Freedom Day Dividend ETF 1.7 39 -4 6.5 +3.4
DUSA Davis Select U.S. Equity ETF 1.7 61 -26 6.3 +3.1
DWLD Davis Select Worldwide ETF 1.7 63 -28 6.4 +3.2
SCHK Schwab 1000 Index ETF 1.7 5 30 4.3 +1.1
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 4.3 +1.2
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 7 3.4 +0.3
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.2 +1.0
IUS Invesco RAFI Strategic US ETF 1.7 19 16 5.9 +2.7
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 17 5.5 +2.3
DGT State Street SPDR Global Dow ETF 1.7 50 -15 5.7 +2.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 15 5.4 +2.2
PRXG Praxis Impact Large Cap Growth ETF 1.7 36 -1 3.0 -0.2
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 3.5 +0.3
RVRB Reverb ETF 1.7 30 5 4.0 +0.8
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -24 7.5 +4.3
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.3 +1.2
RGEF Rockefeller Global Equity ETF 1.7 55 -20 3.9 +0.8
IWL iShares Russell Top 200 ETF 1.7 15 20 3.9 +0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 31 4 2.5 -0.6
PAWZ ProShares Pet Care ETF 1.7 50 -15 3.5 +0.4
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -25 6.4 +3.3
FIW First Trust Water ETF 1.7 53 -18 4.4 +1.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 39 -4 1.3 -1.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 10 6.4 +3.3
JAVA JPMorgan Active Value ETF 1.7 44 -9 5.3 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 23 5.1 +2.0
XT iShares Exponential Technologies ETF 1.7 46 -11 4.2 +1.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 6 6.1 +2.9
ILCV iShares Morningstar Value ETF 1.7 4 31 5.5 +2.4
ARKG ARK Genomic Revolution ETF 1.6 75 -40 -10.1 -13.3
OEI Optimized Equity Income ETF 1.6 75 -40 3.3 +0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 31 5.0 +1.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -15 6.2 +3.0
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 20 4.2 +1.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.6 29 6 6.1 +3.0
PJP Invesco Pharmaceuticals ETF 1.6 57 -22 6.5 +3.4
CGDG Capital Group Dividend Growers ETF 1.6 47 -12 5.2 +2.1
FTDS First Trust Dividend Strength ETF 1.6 70 -35 6.9 +3.8
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 35 10.3 +7.2
BEEX BeeHive ETF 1.6 84 -49 3.8 +0.6
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 31 5.9 +2.7
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 5.9 +2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 23 6.0 +2.8
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 25 4.0 +0.8
TMFC Motley Fool 100 Index ETF 1.6 50 -15 3.0 -0.2
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 0 3.7 +0.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 6.9 +3.7
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -25 3.3 +0.2
FDG American Century Focused Dynamic Growth ETF 1.6 45 -10 1.7 -1.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -24 3.6 +0.4
NBDS Neuberger Berman Disrupters ETF 1.6 55 -20 0.7 -2.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -5 3.4 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.6 65 -30 3.2 +0.0
LOUP Innovator Deepwater Frontier Tech ETF 1.6 70 -35 0.7 -2.4
AGIQ Sofi Agentic AI ETF 1.6 69 -34 1.6 -1.5
DXUV Dimensional US Vector Equity ETF 1.6 28 7 5.1 +2.0
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.2 +1.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 15 4.6 +1.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 6.9 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 18 4.7 +1.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 8.1 +4.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 +0.2
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.3 +1.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 23 3.8 +0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 5 3.9 +0.7
STOX Horizon Core Equity ETF 1.5 70 -35 3.6 +0.4
SFTY Horizon Managed Risk ETF 1.5 77 -42 3.5 +0.4
IWC iShares Micro-Cap ETF 1.5 60 -25 -1.3 -4.4
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -19 9.3 +6.1
MGC Vanguard Mega Cap ETF 1.5 7 28 4.0 +0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.5 +4.3
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 4.2 +1.1
BLES Inspire Global Hope ETF 1.5 61 -26 5.8 +2.7
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 7.4 +4.2
ROUS Hartford Multifactor US Equity ETF 1.5 19 16 5.9 +2.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -40 0.9 -2.3
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 4.8 +1.6
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.0 +1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 26 4.5 +1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 4.2 +1.0
FDMO Fidelity Momentum Factor ETF 1.5 15 20 3.1 -0.1
FQAL Fidelity Quality Factor ETF 1.5 15 20 4.8 +1.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.5 85 -50 5.3 +2.2
MDY SPDR S&P Midcap 400 ETF Trust 1.5 24 11 5.9 +2.7
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.5 +0.3
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.6 +1.4
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 6.1 +2.9
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.5 +0.4
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 31 3.4 +0.3
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.0 +0.9
RAUS RACWI US ETF 1.5 15 20 4.2 +1.1
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 -30 6.8 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -26 4.8 +1.7
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 8 7.7 +4.5
SFGV Sequoia Global Value ETF 1.4 23 12 7.1 +3.9
AVMV Avantis U.S. Mid Cap Value ETF 1.4 20 15 7.3 +4.1
IVW iShares S&P 500 Growth ETF 1.4 18 17 3.2 +0.1
VOOG Vanguard S&P 500 Growth ETF 1.4 7 28 3.4 +0.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 31 3.4 +0.2
EPS WisdomTree U.S. LargeCap Fund 1.4 8 27 5.0 +1.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 4.9 +1.8
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 5 5.0 +1.8
RCGE RockCreek Global Equality ETF 1.4 95 -60 5.9 +2.7
AVUS Avantis U.S. Equity ETF 1.4 15 20 4.9 +1.7
TOK iShares MSCI Kokusai ETF 1.4 26 9 4.3 +1.2
VXF Vanguard Extended Market ETF 1.4 5 30 3.9 +0.8
FFOG Franklin Focused Growth ETF 1.4 61 -26 2.1 -1.1
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 -4 5.8 +2.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 6.7 +3.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 6.1 +2.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 32 6.1 +2.9
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -7 5.6 +2.4
USMV iShares MSCI USA Min Vol Factor ETF 1.4 15 20 5.0 +1.9
MGK Vanguard Mega Cap Growth ETF 1.4 7 28 3.6 +0.4
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 4.8 +1.6
GSPY Gotham Enhanced 500 ETF 1.3 50 -15 4.5 +1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -30 1.8 -1.4
USMF WisdomTree U.S. Multifactor Fund 1.3 28 7 6.5 +3.3
ARB AltShares Merger Arbitrage ETF 1.3 77 -42 3.7 +0.6
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 15 3.1 -0.1
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 20 4.4 +1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.5 +1.4
URTH iShares MSCI World ETF 1.3 24 11 4.4 +1.2
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 4.9 +1.7
AIEQ AI Powered Equity ETF 1.3 75 -40 4.0 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 5.8 +2.7
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 4.8 +1.6
GEW Cambria Global EW ETF 1.3 29 6 5.3 +2.1
BGRO iShares Large Cap Growth Active ETF 1.3 55 -20 2.1 -1.1
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -40 2.1 -1.1
FBOT Fidelity Disruptive Automation ETF 1.3 50 -15 2.7 -0.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 30 6.8 +3.6
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 7 8.3 +5.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.1 +3.0
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.5 +2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -7 4.6 +1.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -14 6.0 +2.9
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 5.8 +2.7
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -50 3.3 +0.1
AVUQ Avantis U.S. Quality ETF 1.2 15 20 3.6 +0.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 23 4.4 +1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.2 19 16 5.2 +2.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -14 2.8 -0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 -3 6.7 +3.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 0 6.7 +3.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 31 3.3 +0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 27 4.4 +1.2
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -14 7.2 +4.1
IWF iShares Russell 1000 Growth ETF 1.2 19 16 3.4 +0.2
VONG Vanguard Russell 1000 Growth ETF 1.2 7 28 3.6 +0.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.2 +3.0
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.7 +2.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.2 12 23 6.3 +3.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 17 3.1 -0.1
OEF iShares S&P 100 ETF 1.2 20 15 3.8 +0.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.1 +0.9
ACWI iShares MSCI ACWI ETF 1.2 32 3 4.7 +1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 7.6 +4.4
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 22 2.4 -0.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 14 3.2 +0.0
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.4 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.3 +4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 3.8 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -32 8.3 +5.2
VALQ American Century U.S. Quality Value ETF 1.1 29 6 6.6 +3.5
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 10 4.5 +1.4
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.5 +1.4
VT Vanguard Total World Stock ETF 1.1 6 29 5.0 +1.9
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.6 +0.4
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 4.7 +1.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -25 4.0 +0.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 8.2 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 26 4.8 +1.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 10 6.2 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -3 3.8 +0.7
IWN iShares Russell 2000 Value ETF 1.1 24 11 5.5 +2.4
ROE Astoria US Quality Kings ETF 1.1 49 -14 5.5 +2.4
ULVM VictoryShares US Value Momentum ETF 1.1 20 15 6.3 +3.1
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.3 +1.2
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 5.6 +2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 7 5.1 +2.0
DSI iShares MSCI KLD 400 Social ETF 1.0 25 10 4.1 +1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -40 6.3 +3.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 10 6.2 +3.0
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -25 8.8 +5.6
STXM Strive Mid-Cap ETF 1.0 18 17 5.3 +2.2
IBOT Vaneck Robotics ETF 1.0 47 -12 3.2 +0.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -44 4.9 +1.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 3.4 +0.2
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 3.6 +0.4
DARP Grizzle Growth ETF 1.0 75 -40 1.9 -1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 6 5.4 +2.2
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.0 +6.9
TAX Cambria Tax Aware ETF 1.0 49 -14 5.1 +1.9
GURU Global X Guru Index ETF 1.0 75 -40 2.5 -0.7
JGRO JPMorgan Active Growth ETF 1.0 44 -9 3.0 -0.2
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -24 2.3 -0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 15 4.7 +1.6
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 7 5.4 +2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.2 +2.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 15 5.2 +2.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -25 4.6 +1.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.6 +3.4
CGUS Capital Group Core Equity ETF 0.9 33 2 3.8 +0.6
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 3.4 +0.3
GLOF iShares Global Equity Factor ETF 0.9 20 15 5.8 +2.6
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -7 4.0 +0.8
TTAC FCF US Quality ETF 0.9 59 -24 5.1 +1.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 -14 4.1 +1.0
EBI Longview Advantage ETF 0.8 35 0 5.6 +2.4
OSCV Opus Small Cap Value ETF 0.8 79 -44 5.9 +2.7
FDLS Inspire Fidelis Multi Factor ETF 0.8 76 -41 3.9 +0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 9.0 +5.9
MTUM iShares MSCI USA Momentum Factor ETF 0.8 15 20 2.7 -0.5
FDWM Fidelity Women's Leadership ETF 0.8 59 -24 4.2 +1.1
YNOT Horizon Digital Frontier ETF 0.8 75 -40 2.6 -0.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 7.4 +4.2
AFLG First Trust Active Factor Large Cap ETF 0.8 55 -20 5.3 +2.2
SIXS ETC 6 Meridian Small Cap Equity ETF 0.8 89 -54 8.4 +5.2
DEEP Roundhill Acquirers Deep Value ETF 0.8 80 -45 17.3 +14.1
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -24 5.5 +2.4
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 23 6.8 +3.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.7 15 20 7.4 +4.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.7 60 -25 5.7 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 25 4.2 +1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 25 7.6 +4.4
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 25 4.2 +1.0
DIVB iShares Core Dividend ETF 0.7 5 30 7.0 +3.9
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.5 +1.4
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 12 5.2 +2.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 7.9 +4.8
REVS Columbia Research Enhanced Value ETF 0.7 19 16 6.7 +3.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 7.7 +4.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.6 25 10 10.7 +7.6
MGMT Ballast Small/Mid Cap ETF 0.6 110 -75 6.5 +3.4
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.0 +3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 9.0 +5.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -14 4.9 +1.7
DUHP Dimensional US High Profitability ETF 0.6 21 14 4.9 +1.8
FITE State Street SPDR S&P Kensho Future Security ETF 0.6 45 -10 1.3 -1.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 10 5.3 +2.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 4.9 +1.7
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 6.5 +3.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.0 +1.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 25 3.8 +0.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 -4 5.4 +2.3
SMMD iShares Russell 2500 ETF 0.5 15 20 5.7 +2.5
RECS Columbia Research Enhanced Core ETF 0.5 15 20 5.1 +1.9
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 10 8.0 +4.9
LQPE PEO AlphaQuest Thematic PE ETF 0.5 125 -90 6.3 +3.1
IOO iShares Global 100 ETF 0.5 41 -6 3.9 +0.7
VLUE iShares MSCI USA Value Factor ETF 0.5 15 20 7.6 +4.4
MOO VanEck Agribusiness ETF 0.5 53 -18 8.7 +5.6
ITEQ BlueStar Israel Technology ETF 0.5 75 -40 1.4 -1.8
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -24 8.7 +5.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 0 5.0 +1.8
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 5.8 +2.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.2 +2.0
QDF FlexShares Quality Dividend Index Fund 0.5 37 -2 5.4 +2.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 8.1 +5.0
VAMO Cambria Value & Momentum ETF 0.4 61 -26 5.3 +2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 7.6 +4.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 -12 7.6 +4.4
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.2 -1.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 6.9 +3.8
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 3.1 -0.1
GOP Unusual Whales Subversive Republican Trading ETF 0.4 50 -15 4.5 +1.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 9.7 +6.6
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 8.8 +5.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 7.6 +4.4
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.6 +2.5
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 13 5.0 +1.9
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.7 +0.5
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -45 9.7 +6.6
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.0 +3.8
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 20 6.3 +3.1
HELX Franklin Genomic Advancements ETF 0.3 50 -15 -0.4 -3.5
NUDV Nuveen ESG Dividend ETF 0.2 26 9 6.4 +3.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 21 4.4 +1.2
PY Principal Value ETF 0.2 15 20 6.5 +3.3
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.0 +1.9
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -15 3.6 +0.5
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.1 +3.9
ISRA VanEck Israel ETF 0.2 59 -24 5.7 +2.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.1 -3.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 8.7 +5.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 3.9 +0.8
TEXN iShares Texas Equity ETF 0.1 20 15 5.2 +2.1
IBB iShares Biotechnology ETF 0.1 45 -10 -0.3 -3.4
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 6.8 +3.7
VEGN US Vegan Climate ETF 0.0 60 -25 3.9 +0.8

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  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 2.2 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.