SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 2.5% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 32.5x P/Sales
ratio		 2.4x
P/BV
ratio		 2.4x 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) $189
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) $23,131
Large cap (>$10bn) 31.4%
Mid cap ($2-10bn) 41.8%
Small cap (<$2bn) 25.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MEDTRONIC PLC 2.3 %
IRHYTHM TECHNOLOGIES, INC. 2.3 %
BAXTER INTERNATIONAL INC 2.3 %
ABBOTT LABORATORIES 2.3 %
LANTHEUS HOLDINGS INC 2.3 %
STERIS PLC 2.2 %
PENUMBRA, INC. 2.2 %
BOSTON SCIENTIFIC CORP 2.2 %
SOLVENTUM CORP 2.2 %
ZIMMER HOLDINGS INC 2.1 %
Total 22.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.9 %
IRELAND 4.5 %
BRITAIN 2.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 4.7% 2.1% 7.5% 10.3%

Market Correlations
versus... Beta R-squared
S&P500 1.13 68%
MSCI EAFE 1.06 61%
MSCI Emg. Mkts. 0.76 32%

Technical Indicators
Recent close $83.97
30d moving avg. $89.56
Annualized volatility 23.4%
Short interest (ETF) 4.8%
Short interest (Underlying) 5.3%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 18
Turnover 0.8%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 640 potential alternatives to the SPDR S&P Health Care Equipment ETF ETF based on the alternatives' overlap in portfolio holdings with XHE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHE Expense: 35 bp ALTAR Score™: 2.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHE
Ticker Fund
Name		 Overlap1
vs XHE
(%)		 Expense
ratio
(bp)		 Savings
vs XHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHE
(%)
IHI iShares U.S. Medical Devices ETF 41.7 40 -5 3.9 +1.3
MDEV First Trust Indxx Medical Devices ETF 40.7 70 -35 4.3 +1.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 32.8 68 -33 2.6 +0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 30.7 40 -5 8.4 +5.9
FXH First Trust Health Care AlphaDEX Fund 23.1 62 -27 6.5 +4.0
FMED Fidelity Disruptive Medicine ETF 23.0 50 -15 -1.0 -3.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 20.6 65 -30 -1.0 -3.6
PSCH Invesco S&P SmallCap Health Care ETF 20.4 29 6 4.6 +2.1
BMED Future Health ETF 19.2 85 -50 0.1 -2.5
VHT Vanguard Health Care ETF 18.3 10 25 5.7 +3.1
FHLC Fidelity MSCI Health Care Index ETF 18.2 8 27 5.9 +3.4
IYH iShares U.S. Healthcare ETF 18.2 40 -5 6.6 +4.1
XLV Health Care Select Sector SPDR Fund 17.7 8 27 7.4 +4.8
FDHT Fidelity Digital Health ETF 16.3 39 -4 -2.2 -4.8
AGNG Global X Aging Population ETF 16.2 50 -15 4.0 +1.5
MEDI Harbor Health Care ETF 16.0 80 -45 -1.1 -3.7
IXJ iShares Global Healthcare ETF 14.6 42 -7 6.3 +3.8
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 13.2 75 -40 -1.2 -3.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.9 60 -25 -2.5 -5.0
ANEW ProShares MSCI Transformational Changes ETF 12.5 45 -10 3.8 +1.3
EDOC Global X Telemedicine & Digital Health ETF Registered 12.5 68 -33 -3.4 -6.0
LFSC F/m Emerald Life Sciences Innovation ETF 12.2 79 -44 -3.0 -5.5
GDOC Goldman Sachs Future Health Care Equity ETF 11.8 75 -40 3.1 +0.6
USRD Themes US R&D Champions ETF 11.6 29 6 7.2 +4.6
PINK Simplify Health Care ETF 10.3 50 -15 4.2 +1.6
HART IQ Healthy Hearts ETF 10.1 45 -10 6.2 +3.6
CSMD Congress SMid Growth ETF 9.2 69 -34 5.0 +2.4
HKND Humankind US Stock ETF 9.1 11 24 7.6 +5.0
DTEC ALPS Disruptive Technologies ETF 8.3 50 -15 3.5 +1.0
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 -15 4.7 +2.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 7.7 55 -20 4.7 +2.2
TMFS Motley Fool Small-Cap Growth ETF 7.4 85 -50 3.9 +1.3
QQQS Invesco NASDAQ Future Gen 200 ETF 7.3 20 15 -8.6 -11.2
RUNN Running Oak Efficient Growth ETF 7.3 58 -23 5.1 +2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.9 60 -25 4.8 +2.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.9 15 20 4.9 +2.4
QGRO American Century U.S. Quality Growth ETF 6.9 29 6 3.9 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.8 38 -3 5.8 +3.2
THRO iShares U.S. Thematic Rotation Active ETF 6.8 90 -55 4.2 +1.7
KOMP SPDR S&P Kensho New Economies Composite ETF 6.5 20 15 1.0 -1.5
FLV American Century Focused Large Cap Value ETF 6.5 42 -7 6.4 +3.9
GGRW Gabelli Growth Innovators ETF 6.1 90 -55 2.5 -0.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.9 35 0 2.9 +0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.8 60 -25 4.4 +1.8
POWA Invesco Bloomberg Pricing Power ETF 5.8 40 -5 5.6 +3.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.7 25 10 5.1 +2.5
SPLV Invesco S&P 500 Low Volatility ETF 5.7 25 10 5.0 +2.5
ALTL Pacer Lunt Large Cap Alternator ETF 5.6 60 -25 5.6 +3.0
REVS Columbia Research Enhanced Value ETF 5.6 19 16 7.6 +5.1
TMDV ProShares Russell US Dividend Growers ETF 5.5 35 0 6.4 +3.9
LVOL American Century Low Volatility ETF 5.5 29 6 5.0 +2.5
SMOT VanEck Morningstar SMID Moat ETF 5.4 49 -14 6.2 +3.7
SQLV Royce Quant Small-Cap Quality Value ETF 5.3 60 -25 8.7 +6.2
TMFM Motley Fool Mid-Cap Growth ETF 5.3 85 -50 4.8 +2.3
HLAL Wahed FTSE USA Shariah ETF 5.3 50 -15 5.2 +2.7
IJT iShares S&P Small-Cap 600 Growth ETF 5.3 18 17 5.4 +2.8
CATH Global X S&P 500 Catholic Values Custom ETF 5.2 29 6 5.2 +2.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.2 35 0 4.2 +1.7
VOT Vanguard Mid-Cap Growth ETF 5.1 7 28 3.7 +1.1
BKWO BNY Mellon Women's Opportunities ETF 5.1 50 -15 4.1 +1.6
GINN Goldman Sachs Innovate Equity ETF 5.1 52 -17 2.5 -0.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.0 70 -35 3.2 +0.7
SLYG SPDR S&P 600 Small Cap Growth ETF 5.0 15 20 5.4 +2.9
CGDV Capital Group Dividend Value ETF 5.0 33 2 5.1 +2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.0 15 20 6.6 +4.0
GURU Global X Guru Index ETF 5.0 75 -40 1.9 -0.6
NIXT Research Affiliates Deletions ETF 4.8 9 26 5.9 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.8 70 -35 4.3 +1.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.7 20 15 5.8 +3.3
BLCV iShares Large Cap Value Active ETF 4.6 53 -18 8.1 +5.6
PSC Principal U.S. Small-Cap ETF 4.6 38 -3 6.0 +3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.5 10 25 5.7 +3.1
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 5.0 +2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 6.2 +3.6
BIBL Inspire 100 ETF 4.4 35 0 5.6 +3.1
ABEQ Absolute Select Value ETF 4.4 85 -50 4.1 +1.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.3 65 -30 5.7 +3.2
CWS AdvisorShares Focused Equity ETF 4.3 84 -49 5.0 +2.4
IPDP Dividend Performers ETF 4.3 122 -87 5.0 +2.4
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 6.0 +3.5
VALQ American Century U.S. Quality Value ETF 4.2 29 6 7.3 +4.8
MOAT VanEck Morningstar Wide Moat ETF 4.2 46 -11 6.3 +3.7
MVAL VanEck Morningstar Wide Moat Value ETF 4.2 49 -14 6.8 +4.3
IWX iShares Russell Top 200 Value ETF 4.2 20 15 6.1 +3.6
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 12 3.5 +1.0
LCF Touchstone US Large Cap Focused ETF 4.2 69 -34 4.3 +1.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 0 4.9 +2.3
DANA Dana Unconstrained Equity ETF 4.1 50 -15 2.3 -0.2
RJMG FT Raymond James Multicap Growth Equity ETF 4.1 85 -50 2.5 -0.1
QLTY GMO U.S. Quality ETF 4.1 50 -15 5.1 +2.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.1 75 -40 3.9 +1.3
SWP SWP Growth & Income ETF 4.1 99 -64 4.4 +1.9
ETHO Etho Climate Leadership U.S. ETF 4.1 47 -12 3.8 +1.3
QDIV Global X S&P 500 Quality Dividend ETF 4.1 20 15 8.5 +5.9
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.6 +4.1
SAMT Strategas Macro Thematic Opportunities ETF 4.1 65 -30 3.7 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.1 15 20 4.7 +2.2
RND First Trust Bloomberg R&D Leaders ETF 4.0 60 -25 3.9 +1.4
CAML Congress Large Cap Growth ETF 4.0 66 -31 3.6 +1.1
JSML Janus Henderson Small Cap Growth Alpha ETF 4.0 30 5 8.7 +6.1
PSET Principal Quality ETF 4.0 15 20 6.0 +3.4
VSDA VictoryShares Dividend Accelerator ETF 4.0 35 0 7.3 +4.7
ROBO ROBO Global Robotics & Automation Index ETF 4.0 95 -60 3.5 +1.0
HAPS Harbor Human Capital Factor US Small Cap ETF 4.0 60 -25 3.3 +0.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -23 4.6 +2.1
JGRW Jensen Quality Growth ETF 4.0 57 -22 5.0 +2.5
DVND Touchstone Dividend Select ETF 4.0 67 -32 5.8 +3.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.9 75 -40 6.2 +3.6
RSP Invesco S&P 500 Equal Weight ETF 3.9 20 15 6.7 +4.1
CRTC Xtrackers US National Critical Technologies ETF 3.9 35 0 5.5 +2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.8 20 15 6.9 +4.4
BELT iShares Long-Term U.S. Equity Active ETF 3.8 75 -40 3.9 +1.4
RPG Invesco S&P 500 Pure Growth ETF 3.8 35 0 1.8 -0.7
BOTZ Global X Robotics & Artificial Intelligence ETF 3.8 69 -34 2.5 0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 29 4.1 +1.6
IWO iShares Russell 2000 Growth ETF 3.8 24 11 0.6 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 4 7.0 +4.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 45 -10 5.1 +2.6
VTWG Vanguard Russell 2000 Growth ETF 3.8 15 20 0.8 -1.8
DIVL Madison Dividend Value ETF 3.7 65 -30 5.9 +3.3
BGRO iShares Large Cap Growth Active ETF 3.7 55 -20 3.9 +1.4
GLBL Pacer MSCI World Industry Advantage ETF 3.7 65 -30 4.9 +2.3
ADME Aptus Drawdown Managed Equity ETF 3.7 79 -44 4.4 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.7 95 -60 0.9 -1.6
PRAY FIS Christian Stock Fund 3.7 69 -34 6.4 +3.8
CVAR Cultivar ETF 3.7 87 -52 6.8 +4.3
ESIX SPDR S&P SmallCap 600 ESG ETF 3.7 12 23 8.4 +5.8
PTL Inspire 500 ETF 3.7 9 26 6.1 +3.6
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 4.9 +2.4
DFUV Dimensional US Marketwide Value ETF 3.7 22 13 7.6 +5.0
SXQG ETC 6 Meridian Quality Growth ETF 3.7 100 -65 5.2 +2.6
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 5.9 +3.4
DFLV Dimensional US Large Cap Value ETF 3.6 22 13 7.7 +5.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.6 40 -5 5.9 +3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 26 6.2 +3.6
FTCS First Trust Capital Strength ETF 3.6 55 -20 6.0 +3.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -17 5.7 +3.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 5.6 +3.1
VO Vanguard Mid-Cap ETF 3.6 4 31 5.7 +3.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 23 6.4 +3.9
XJR iShares ESG Screened S&P Small-Cap ETF 3.6 12 23 7.2 +4.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.5 9 26 5.5 +2.9
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.6 +5.0
LRGE ClearBridge Large Cap Growth ESG ETF 3.5 59 -24 3.9 +1.4
IWD iShares Russell 1000 Value ETF 3.5 19 16 6.3 +3.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 10 7.9 +5.3
VONV Vanguard Russell 1000 Value ETF 3.5 8 27 6.5 +3.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 29 2.5 -0.1
FDWM Fidelity Women's Leadership ETF 3.5 59 -24 5.0 +2.5
TMFX Motley Fool Next Index ETF 3.4 50 -15 3.3 +0.8
SIZE iShares MSCI USA Size Factor ETF 3.4 15 20 6.4 +3.8
IJR iShares Core S&P Small Cap ETF 3.4 6 29 7.5 +5.0
JEPI JPMorgan Equity Premium Income ETF 3.4 35 0 5.5 +2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 20 7.2 +4.6
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.3 +3.8
MGRO VanEck Morningstar Wide Moat Growth ETF 3.3 49 -14 4.8 +2.3
FDMO Fidelity Momentum Factor ETF 3.3 15 20 4.4 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 22 5.5 +3.0
XMAG Defiance Large Cap ex-Mag 7 ETF 3.3 35 0 5.2 +2.7
VBK Vanguard Small-Cap Growth ETF 3.3 7 28 1.3 -1.3
VIOO Vanguard S&P Small-Cap 600 ETF 3.3 10 25 7.4 +4.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.3 3 32 7.6 +5.0
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 31 6.6 +4.1
SMAP Amplify Small-Mid Cap Equity ETF 3.2 60 -25 5.3 +2.8
VIG Vanguard Dividend Appreciation ETF 3.2 6 29 5.8 +3.2
STXD Strive 1000 Dividend Growth ETF 3.2 35 0 5.4 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 2.9 +0.4
NANC Unusual Whales Subversive Democratic Trading ETF 3.2 75 -40 4.3 +1.7
CGGR Capital Group Growth ETF 3.2 39 -4 2.9 +0.4
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 6.7 +4.1
HLGE Hartford Longevity Economy ETF 3.2 44 -9 6.4 +3.9
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 6 4.8 +2.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.2 59 -24 2.9 +0.3
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.8 +3.2
APUE ActivePassive U.S. Equity ETF 3.1 45 -10 5.0 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -29 2.2 -0.4
SDY SPDR S&P Dividend ETF 3.0 35 0 6.2 +3.7
CGUS Capital Group Core Equity ETF 3.0 33 2 4.6 +2.1
IQM Franklin Intelligent Machines ETF 3.0 50 -15 3.5 +1.0
VOOV Vanguard S&P 500 Value ETF 3.0 10 25 6.7 +4.1
IVE iShares S&P 500 Value ETF 3.0 18 17 6.2 +3.7
MTUM iShares MSCI USA Momentum Factor ETF 3.0 15 20 4.2 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.0 4 31 6.4 +3.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -15 4.7 +2.2
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 26 5.4 +2.9
RECS Columbia Research Enhanced Core ETF 3.0 15 20 6.2 +3.7
ITAN Sparkline Intangible Value ETF 2.9 50 -15 6.3 +3.8
PRNT 3D Printing ETF 2.9 66 -31 0.6 -1.9
MAGA Point Bridge America First ETF 2.9 72 -37 6.3 +3.8
IUSV iShares Core S&P US Value ETF 2.9 4 31 6.5 +4.0
CHGX AXS Change Finance ESG ETF 2.9 49 -14 5.7 +3.2
PWB Invesco Large Cap Growth ETF 2.9 56 -21 3.2 +0.7
IMCB iShares Morningstar Mid-Cap ETF 2.8 4 31 6.1 +3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 7.7 +5.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 5.3 +2.8
DGRO iShares Core Dividend Growth ETF 2.8 8 27 6.4 +3.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.8 15 20 8.6 +6.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.8 11 24 5.1 +2.5
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 26 5.2 +2.6
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 21 6.3 +3.8
ACVF American Conservative Values ETF 2.8 75 -40 4.5 +2.0
IBRN iShares Neuroscience and Healthcare ETF 2.8 47 -12 -5.4 -7.9
OALC OneAscent Large Cap Core ETF 2.8 86 -51 4.7 +2.1
IWR iShares Russell Midcap ETF 2.7 19 16 5.9 +3.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 6.6 +4.0
BUL Pacer US Cash Cows Growth ETF 2.7 60 -25 5.0 +2.5
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 -14 6.0 +3.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.7 20 15 5.0 +2.4
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 23 6.1 +3.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.7 59 -24 6.1 +3.5
PFM Invesco Dividend Achievers ETF 2.7 53 -18 5.5 +2.9
MGV Vanguard Mega Cap Value ETF 2.7 7 28 6.5 +3.9
JGRO JPMorgan Active Growth ETF 2.7 44 -9 4.1 +1.5
SPMV Invesco S&P 500 Minimum Variance ETF 2.7 10 25 5.5 +3.0
XVV iShares ESG Screened S&P 500 ETF 2.6 8 27 5.2 +2.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 20 5.0 +2.4
RSSL Global X Russell 2000 ETF 2.6 8 27 3.0 +0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -25 7.7 +5.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.6 20 15 5.0 +2.4
KNO AXS Knowledge Leaders ETF 2.6 78 -43 4.7 +2.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.6 30 5 6.8 +4.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.6 49 -14 5.0 +2.4
IWM iShares Russell 2000 ETF 2.6 19 16 3.2 +0.7
CSD Invesco S&P Spin-Off ETF 2.6 65 -30 11.4 +8.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 18 5.4 +2.8
VTV Vanguard Value ETF 2.6 4 31 6.7 +4.2
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.4 +2.9
KRMA Global X Conscious Companies ETF 2.6 43 -8 6.2 +3.7
VTWO Vanguard Russell 2000 ETF 2.6 10 25 3.3 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 26 5.2 +2.7
KOCG FIS Knights of Columbus Global Belief ETF 2.5 75 -40 4.8 +2.3
KLMN Invesco MSCI North America Climate ETF 2.5 9 26 -0.1 -2.6
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 17 6.6 +4.1
ILCV iShares Morningstar Value ETF 2.5 4 31 6.5 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.8 +3.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.9 +2.4
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 7.2 +4.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.5 30 5 8.3 +5.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.5 20 15 5.1 +2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.8 +5.3
RAFE PIMCO RAFI ESG U.S. ETF 2.5 29 6 7.8 +5.2
DSMC Distillate Small/Mid Cash Flow ETF 2.5 55 -20 13.7 +11.2
TOLL Tema Monopolies and Oligopolies ETF 2.5 75 -40 3.4 +0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.4 39 -4 4.8 +2.2
STXG Strive 1000 Growth ETF 2.4 18 17 4.4 +1.9
IVV iShares Core S&P 500 ETF 2.4 3 32 5.3 +2.8
VOO Vanguard S&P 500 ETF 2.4 3 32 5.3 +2.8
SPLG SPDR Portfolio S&P 500 ETF 2.4 2 33 5.3 +2.8
SPY SPDR S&P 500 ETF Trust 2.4 9 26 5.2 +2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 18 5.7 +3.1
AFSM First Trust Active Factor Small Cap ETF 2.4 75 -40 6.7 +4.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 3.8 +1.2
VOTE TCW Transform 500 ETF 2.4 5 30 5.2 +2.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 5.2 +2.7
DFUS Dimensional U.S. Equity ETF 2.4 9 26 5.2 +2.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.4 3 32 5.4 +2.9
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.6 +4.0
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.7 +3.1
VV Vanguard Large-Cap ETF 2.4 4 31 5.2 +2.7
ROSC Hartford Multifactor Small Cap ETF 2.4 34 1 9.2 +6.6
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -7 6.9 +4.4
PBUS Invesco MSCI USA ETF 2.4 4 31 5.2 +2.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 5.3 +2.7
STRV Strive 500 ETF 2.4 5 30 5.2 +2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 35 5.3 +2.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 5.2 +2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.2 +2.7
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 5.1 +2.5
VTHR Vanguard Russell 3000 ETF 2.3 10 25 5.1 +2.5
EQWL Invesco S&P 100 Equal Weight ETF 2.3 25 10 6.5 +4.0
IWV iShares Russell 3000 ETF 2.3 20 15 5.0 +2.4
VTI Vanguard Total Stock Market ETF 2.3 3 32 5.1 +2.5
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 7.0 +4.4
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.6 +3.1
IWB iShares Russell 1000 ETF 2.3 15 20 5.2 +2.6
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 32 5.2 +2.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 32 5.1 +2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.3 +3.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 20 5.7 +3.1
VOE Vanguard Mid-Cap Value ETF 2.3 7 28 7.4 +4.8
VONE Vanguard Russell 1000 ETF 2.3 8 27 5.2 +2.7
SUSA iShares MSCI USA ESG Select ETF 2.3 25 10 5.4 +2.9
DIVS SmartETFs Dividend Builder ETF 2.3 65 -30 4.8 +2.3
UDI USCF Dividend Income Fund 2.3 65 -30 7.5 +5.0
AGQI First Trust Active Global Quality Income ETF 2.3 85 -50 5.2 +2.6
MDLV Morgan Dempsey Large Cap Value ETF 2.3 58 -23 7.8 +5.3
FESM Fidelity Enhanced Small Cap ETF 2.3 28 7 1.6 -0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.3 15 20 6.6 +4.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 7 5.7 +3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 +2.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.3 48 -13 6.2 +3.6
IYY iShares Dow Jones U.S. ETF 2.3 20 15 5.1 +2.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.3 +2.7
DURA VanEck Durable High Dividend ETF 2.3 29 6 7.5 +5.0
PCGG Polen Capital Global Growth ETF 2.3 85 -50 3.7 +1.1
PJP Invesco Pharmaceuticals ETF 2.3 57 -22 7.0 +4.5
STXK Strive Small-Cap ETF 2.3 18 17 5.6 +3.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 15 7.1 +4.6
GRPM Invesco S&P MidCap 400 GARP ETF 2.3 35 0 8.6 +6.0
VUG Vanguard Growth ETF 2.3 4 31 4.5 +1.9
LRGF iShares U.S. Equity Factor ETF 2.3 8 27 5.9 +3.4
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 -24 2.9 +0.3
QUVU Hartford Quality Value ETF 2.3 46 -11 6.6 +4.1
IWS iShares Russell Mid-Cap Value ETF 2.3 23 12 6.8 +4.2
INRO iShares U.S. Industry Rotation Active ETF 2.3 42 -7 4.8 +2.3
SFY SoFi Select 500 ETF 2.2 0 35 4.9 +2.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 20 5.3 +2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 5.8 +3.3
GVLU Gotham 1000 Value ETF 2.2 50 -15 8.3 +5.7
DFAS Dimensional U.S. Small Cap ETF 2.2 26 9 6.3 +3.8
EVX VanEck Environmental Services ETF 2.2 55 -20 19.8 +17.3
BLCR iShares Large Cap Core Active ETF 2.2 36 -1 4.8 +2.2
IWL iShares Russell Top 200 ETF 2.2 15 20 5.0 +2.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -15 8.2 +5.6
SFYX SoFi Next 500 ETF 2.2 0 35 5.2 +2.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.7 +2.2
HDV iShares Core High Dividend ETF 2.2 8 27 6.8 +4.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.2 12 23 5.3 +2.8
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 5.2 +2.6
SCHK Schwab 1000 Index ETF 2.2 5 30 5.3 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 28 6.2 +3.7
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.3 +2.7
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -36 -0.4 -2.9
AUSF Global X Adaptive U.S. Factor ETF 2.2 27 8 9.2 +6.7
DWLD Davis Select Worldwide ETF 2.2 63 -28 6.5 +3.9
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -10 3.4 +0.9
ILCG iShares Morningstar Growth ETF 2.1 4 31 4.2 +1.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 6 7.8 +5.2
MGC Vanguard Mega Cap ETF 2.1 7 28 5.1 +2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 6 4.5 +2.0
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 15 7.0 +4.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 20 6.4 +3.8
VNSE Natixis Vaughan Nelson Select ETF 2.1 80 -45 3.5 +0.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.1 60 -25 5.0 +2.4
FPX First Trust US Equity Opportunities ETF 2.1 61 -26 0.3 -2.2
RVRB Reverb ETF 2.1 30 5 5.0 +2.4
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 5.7 +3.2
BFOR ALPS Barron's 400 ETF 2.1 65 -30 6.3 +3.7
MGK Vanguard Mega Cap Growth ETF 2.1 7 28 4.7 +2.2
LYLD Cambria Large Cap Shareholder Yield ETF 2.1 59 -24 9.5 +6.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 26 5.7 +3.2
BDIV AAM Brentview Dividend Growth ETF 2.1 49 -14 4.6 +2.0
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 22 6.9 +4.3
ISMD Inspire Small/Mid Cap ETF 2.1 54 -19 4.7 +2.2
ROE Astoria US Quality Kings ETF 2.1 49 -14 7.8 +5.2
STXV Strive 1000 Value ETF 2.1 18 17 7.8 +5.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.0 75 -40 5.1 +2.5
OCFS Otter Creek Focus Strategy ETF 2.0 85 -50 5.5 +3.0
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 20 4.7 +2.1
DFAU Dimensional US Core Equity Market ETF 2.0 12 23 5.4 +2.8
VB Vanguard Small-Cap ETF 2.0 5 30 5.5 +2.9
EVUS iShares ESG Aware MSCI USA Value ETF 2.0 18 17 6.6 +4.1
VYM Vanguard High Dividend Yield Index ETF 2.0 6 29 6.9 +4.3
DEMZ Democratic Large Cap Core ETF 2.0 45 -10 4.8 +2.3
GK AdvisorShares Gerber Kawasaki ETF 2.0 75 -40 3.4 +0.9
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 15 5.0 +2.4
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 25 5.4 +2.9
DFSU Dimensional US Sustainability Core 1 ETF 2.0 18 17 5.8 +3.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.0 10 25 4.7 +2.2
DFVX Dimensional US Large Cap Vector ETF 2.0 22 13 6.4 +3.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 15 8.0 +5.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.6 +3.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -30 2.5 -0.1
PAWZ ProShares Pet Care ETF 2.0 50 -15 5.0 +2.5
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -25 7.2 +4.7
FIW First Trust Water ETF 2.0 53 -18 4.8 +2.3
ZIG Acquirers Fund 2.0 84 -49 16.8 +14.2
BLES Inspire Global Hope ETF 2.0 61 -26 6.5 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 5.0 +2.5
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 5.9 +3.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.9 0 35 12.0 +9.5
QUS SPDR MSCI USA StrategicFactors ETF 1.9 15 20 5.9 +3.3
NUMG Nuveen ESG Mid-Cap Growth ETF 1.9 31 4 2.3 -0.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -30 4.8 +2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 23 4.8 +2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 23 6.9 +4.4
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 7 5.2 +2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 10 10.3 +7.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.2 +5.6
QQQ Invesco QQQ Trust Series I 1.9 20 15 4.7 +2.2
XSMO Invesco S&P SmallCap Momentum ETF 1.9 39 -4 8.0 +5.5
DCOR Dimensional US Core Equity 1 ETF 1.9 14 21 5.6 +3.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.9 60 -25 9.2 +6.7
DFND Siren DIVCON Dividend Defender ETF 1.9 189 -154 0.0 -2.5
DGT SPDR Global Dow ETF 1.9 50 -15 6.2 +3.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.9 39 -4 5.8 +3.3
USMV iShares MSCI USA Min Vol Factor ETF 1.9 15 20 5.5 +2.9
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 31 4.6 +2.0
BEEX BeeHive ETF 1.9 84 -49 4.5 +2.0
QQQM Invesco NASDAQ 100 ETF 1.8 15 20 4.8 +2.2
IVW iShares S&P 500 Growth ETF 1.8 18 17 4.4 +1.8
VOOG Vanguard S&P 500 Growth ETF 1.8 10 25 5.0 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 -24 8.8 +6.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.8 4 31 4.5 +2.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 -3 5.1 +2.6
IUS Invesco RAFI Strategic US ETF 1.8 19 16 7.1 +4.5
FDG American Century Focused Dynamic Growth ETF 1.8 45 -10 2.9 +0.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 -10 3.6 +1.0
NBDS Neuberger Berman Disrupters ETF 1.8 55 -20 1.5 -1.0
FBOT Fidelity Disruptive Automation ETF 1.8 50 -15 3.8 +1.3
FFOG Franklin Focused Growth ETF 1.8 61 -26 3.2 +0.7
IGPT Invesco AI and Next Gen Software ETF 1.8 60 -25 4.3 +1.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 -5 3.9 +1.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -30 3.9 +1.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.8 +3.2
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -54 4.5 +2.0
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.9 +4.4
HDUS Hartford Disciplined US Equity ETF 1.8 19 16 6.1 +3.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 29 8.0 +5.5
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -20 6.5 +3.9
FTGS First Trust Growth Strength ETF 1.8 60 -25 6.2 +3.7
SNSR Global X Internet of Things ETF 1.8 68 -33 4.7 +2.2
TMFG Motley Fool Global Opportunities ETF 1.8 85 -50 3.8 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.3 +2.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -30 6.5 +4.0
LIVR Intelligent Livermore ETF 1.8 69 -34 5.1 +2.6
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 10 5.5 +3.0
FVD First Trust Value Line Dividend Index Fund 1.8 65 -30 6.3 +3.8
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 9 4.2 +1.6
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 9.0 +6.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 5.1 +2.6
TOK iShares MSCI Kokusai ETF 1.8 26 9 5.1 +2.6
DSTL Distillate US Fundamental Stability & Value ETF 1.8 39 -4 8.7 +6.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 -4 4.1 +1.6
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 20 5.3 +2.7
SPHQ Invesco S&P 500 Quality ETF 1.8 15 20 5.7 +3.2
FCPI Fidelity Stocks for Inflation ETF 1.8 15 20 8.2 +5.7
BGDV Bahl & Gaynor Dividend ETF 1.7 45 -10 4.9 +2.4
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 25 5.4 +2.8
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 11 6.8 +4.2
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 31 6.5 +4.0
IJH iShares Core S&P Mid-Cap ETF 1.7 5 30 7.0 +4.4
VFVA Vanguard U.S. Value Factor ETF 1.7 13 22 10.4 +7.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.7 55 -20 4.4 +1.9
STXM Strive Mid-Cap ETF 1.7 18 17 6.7 +4.1
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -24 3.3 +0.7
IBOT Vaneck Robotics ETF 1.7 47 -12 4.2 +1.6
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 9.6 +7.1
URTH iShares MSCI World ETF 1.7 24 11 5.2 +2.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 32 7.0 +4.5
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.7 +3.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 10 25 7.0 +4.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 5.0 +2.5
PRF Invesco FTSE RAFI US 1000 ETF 1.7 39 -4 7.0 +4.5
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 6.0 +3.5
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 8.0 +5.4
QTOP iShares Nasdaq Top 30 Stocks ETF 1.6 20 15 5.0 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 10 6.6 +4.1
DUSA Davis Select U.S. Equity ETF 1.6 61 -26 7.9 +5.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 5.8 +3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 17 4.8 +2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.6 12 23 5.0 +2.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 5 4.9 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.6 15 20 8.9 +6.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -15 7.3 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.2 +2.7
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 6.0 +3.5
OPTZ Optimize Strategy Index ETF 1.6 50 -15 3.4 +0.9
PWV Invesco Large Cap Value ETF 1.6 55 -20 7.3 +4.7
FQAL Fidelity Quality Factor ETF 1.6 15 20 6.1 +3.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.6 49 -14 5.8 +3.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 27 5.2 +2.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.6 30 5 8.3 +5.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 26 5.4 +2.8
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 5.5 +3.0
VXF Vanguard Extended Market ETF 1.5 6 29 3.9 +1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.5 20 15 5.2 +2.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 25 4.7 +2.2
IJS iShares S&P Small-Cap 600 Value ETF 1.5 18 17 9.5 +7.0
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.9 +2.3
AVUS Avantis U.S. Equity ETF 1.5 15 20 6.0 +3.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.1 +2.5
ACWI iShares MSCI ACWI ETF 1.5 32 3 5.3 +2.7
JAVA JPMorgan Active Value ETF 1.5 44 -9 5.9 +3.4
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 9 6.5 +3.9
JPEF JPMorgan Equity Focus ETF 1.5 50 -15 4.2 +1.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 30 7.3 +4.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.5 60 -25 1.9 -0.7
VLU SPDR S&P 1500 Value Tilt ETF 1.5 12 23 6.9 +4.4
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 15 4.9 +2.4
FDLO Fidelity Low Volatility Factor ETF 1.5 15 20 5.4 +2.9
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -26 5.3 +2.8
DIVB iShares Core Dividend ETF 1.5 5 30 7.6 +5.0
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 6.6 +4.1
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -17 7.1 +4.6
CGDG Capital Group Dividend Growers ETF 1.5 47 -12 6.3 +3.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -32 9.3 +6.7
VT Vanguard Total World Stock ETF 1.4 7 28 5.6 +3.0
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 20 9.5 +7.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 -14 4.9 +2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 15 20 8.4 +5.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.4 60 -25 6.0 +3.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 31 4.6 +2.0
COWZ Pacer US Cash Cows 100 ETF 1.4 49 -14 12.1 +9.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -14 5.1 +2.5
TMFC Motley Fool 100 Index ETF 1.4 50 -15 4.0 +1.5
RWL Invesco S&P 500 Revenue ETF 1.4 39 -4 7.2 +4.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 4.3 +1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.6 +4.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.4 70 -35 5.4 +2.8
WRND IQ Global Equity R&D Leaders ETF 1.4 18 17 7.3 +4.7
RGEF Rockefeller Global Equity ETF 1.3 55 -20 4.5 +1.9
IWN iShares Russell 2000 Value ETF 1.3 24 11 5.5 +3.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.6 +4.1
VTWV Vanguard Russell 2000 Value ETF 1.3 15 20 5.6 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 10 7.2 +4.7
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 0 5.7 +3.1
FDLS Inspire Fidelis Multi Factor ETF 1.3 76 -41 6.4 +3.9
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -15 4.8 +2.2
GSPY Gotham Enhanced 500 ETF 1.3 50 -15 5.4 +2.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 5.9 +3.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 0 6.7 +4.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.3 42 -7 6.6 +4.1
WCEO Hypatia Women CEO ETF 1.3 85 -50 5.1 +2.5
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 10 7.2 +4.7
SHRY First Trust Bloomberg Shareholder Yield ETF 1.3 60 -25 7.3 +4.8
IWC iShares Micro-Cap ETF 1.3 60 -25 -5.2 -7.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.5 +5.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.5 +5.0
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 -25 5.9 +3.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.3 49 -14 5.1 +2.6
AFMC First Trust Active Factor Mid Cap ETF 1.3 65 -30 7.3 +4.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.3 35 0 11.6 +9.1
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 10 5.8 +3.2
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 8.6 +6.1
NULC Nuveen ESG Large-Cap ETF 1.3 21 14 5.2 +2.7
IWF iShares Russell 1000 Growth ETF 1.2 19 16 4.9 +2.4
VONG Vanguard Russell 1000 Growth ETF 1.2 8 27 5.0 +2.5
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.2 +3.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 20 7.4 +4.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -25 6.6 +4.1
VFMF Vanguard U.S. Multifactor ETF 1.2 18 17 9.0 +6.4
PEXL Pacer US Export Leaders ETF 1.2 60 -25 6.1 +3.5
DSI iShares MSCI KLD 400 Social ETF 1.2 25 10 5.5 +3.0
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -54 9.3 +6.7
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 8.8 +6.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -50 1.7 -0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.7 +5.2
JGLO JPMorgan Global Select Equity ETF 1.2 33 2 4.7 +2.1
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -13 4.7 +2.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -38 8.8 +6.3
VBR Vanguard Small Cap Value ETF 1.1 7 28 8.6 +6.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.1 35 0 11.0 +8.5
SPMO Invesco S&P 500 Momentum ETF 1.1 13 22 3.9 +1.4
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.2 +2.7
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 23 8.7 +6.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -40 2.9 +0.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 -4 8.8 +6.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.3 +2.7
VERS ProShares Metaverse ETF 1.1 58 -23 -11.2 -13.7
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -24 2.2 -0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.0 12 23 7.8 +5.3
XMHQ Invesco S&P MidCap Quality ETF 1.0 25 10 7.1 +4.5
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 17 8.3 +5.7
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 7.0 +4.5
OEF iShares S&P 100 ETF 1.0 20 15 5.0 +2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 25 5.6 +3.1
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 20 8.3 +5.8
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 5 6.0 +3.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 20 7.5 +5.0
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 25 5.6 +3.1
PDP Invesco Dorsey Wright Momentum ETF 1.0 62 -27 3.8 +1.2
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 12 6.0 +3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 20 7.8 +5.2
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.6 +4.1
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 17 5.6 +3.0
ITEQ BlueStar Israel Technology ETF 1.0 75 -40 0.9 -1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -35 11.1 +8.6
IVEG iShares Emergent Food and AgTech Multisector ETF 0.9 47 -12 8.3 +5.7
MOTG VanEck Morningstar Global Wide Moat ETF 0.9 52 -17 5.1 +2.6
FITE SPDR S&P Kensho Future Security ETF 0.9 45 -10 2.8 +0.2
FSCS First Trust SMID Capital Strength ETF 0.9 60 -25 6.4 +3.9
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 5.1 +2.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -45 4.4 +1.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 8.6 +6.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.0 +4.5
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.4 +4.9
SPGP Invesco S&P 500 GARP ETF 0.9 34 1 9.2 +6.7
TTAC FCF US Quality ETF 0.9 59 -24 5.9 +3.3
OSCV Opus Small Cap Value ETF 0.9 79 -44 6.6 +4.1
SPHB Invesco S&P 500 High Beta ETF 0.8 25 10 5.2 +2.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.5 +4.0
XLG Invesco S&P 500 Top 50 ETF 0.8 20 15 4.8 +2.3
IOO iShares Global 100 ETF 0.8 41 -6 4.9 +2.4
GLOF iShares Global Equity Factor ETF 0.8 20 15 6.7 +4.2
SMMD iShares Russell 2500 ETF 0.8 15 20 6.2 +3.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 -4 8.4 +5.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -40 5.2 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 5.7 +3.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.3 +3.8
FLDZ RiverNorth Patriot ETF 0.7 75 -40 5.8 +3.3
CCMG CCM Global Equity ETF 0.7 34 1 7.3 +4.8
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 8.6 +6.1
MGMT Ballast Small/Mid Cap ETF 0.7 110 -75 7.8 +5.3
CANC Tema Oncology ETF 0.7 75 -40 -3.6 -6.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 15 5.8 +3.3
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 5.7 +3.2
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 5.8 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 -2 6.2 +3.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 7.0 +4.4
KRUZ Unusual Whales Subversive Republican Trading ETF 0.6 75 -40 6.0 +3.4
QDF FlexShares Quality Dividend Index Fund 0.6 37 -2 6.4 +3.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 0 12.9 +10.3
ARKG ARK Genomic Revolution ETF 0.6 75 -40 -4.9 -7.5
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.9 +5.3
RPV Invesco S&P 500 Pure Value ETF 0.5 35 0 12.1 +9.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -25 7.6 +5.1
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 7.6 +5.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 17 5.6 +3.0
AIEQ AI Powered Equity ETF 0.5 75 -40 5.5 +3.0
AIQ Global X Artificial Intelligence & Technology ETF 0.5 68 -33 3.9 +1.3
TMAT Main Thematic Innovation ETF 0.5 164 -129 -1.3 -3.8
VIDI Vident International Equity Strategy ETF 0.5 61 -26 9.5 +7.0
FFTY Innovator IBD 50 ETF 0.5 80 -45 -0.2 -2.7
XT iShares Exponential Technologies ETF 0.5 46 -11 4.8 +2.3
MEDX Horizon Kinetics Medical ETF 0.5 85 -50 1.1 -1.5
ISRA VanEck Israel ETF 0.5 59 -24 7.2 +4.7
CZA Invesco Zacks Mid-Cap ETF 0.4 72 -37 5.9 +3.4
DUHP Dimensional US High Profitability ETF 0.4 21 14 6.8 +4.2
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.7 +3.2
MOO VanEck Agribusiness ETF 0.4 53 -18 9.6 +7.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 15 9.7 +7.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 10 8.9 +6.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.3 15 20 7.7 +5.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 9.4 +6.8
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 6 9.1 +6.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.3 60 -25 7.6 +5.1
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.8 +5.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 16 0.9 -1.7
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 10 9.8 +7.3
PKW Invesco Buyback Achievers ETF 0.2 62 -27 7.0 +4.4
IBB iShares Biotechnology ETF 0.2 45 -10 0.1 -2.5
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 10.6 +8.0
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.2 +2.7
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 7.6 +5.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 5.1 +2.6
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 4.3 +1.8
VEGN US Vegan Climate ETF 0.1 60 -25 4.8 +2.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 -14 10.1 +7.6
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 4.8 +2.3

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.4 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 2.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 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.