SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 33.4x P/Sales
ratio		 2.3x
P/BV
ratio		 2.4x Div.
yield		 0.8%


  • 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) $168
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 62
Wgt avg mkt cap (mns) $23,236
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
BOSTON SCIENTIFIC CORP 2.0 %
IRHYTHM TECHNOLOGIES, INC. 1.9 %
UFP TECHNOLOGIES INC 1.9 %
DEXCOM INC 1.9 %
NOVOCURE LIMITED 1.9 %
EDWARDS LIFESCIENCES CORP 1.9 %
INSULET CORP 1.9 %
STRYKER CORP 1.9 %
HAEMONETICS CORP/MASS 1.9 %
ENVISTA HOLDINGS CORP. 1.9 %
Total 19.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 88.2 %
BRITAIN 3.7 %
IRELAND 3.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.2% -3.8% -1.9% 6.4% 9.4%

Market Correlations
versus... Beta R-squared
S&P500 1.11 65%
MSCI EAFE 0.98 54%
MSCI Emg. Mkts. 0.65 25%

Technical Indicators
Recent close $81.72
30d moving avg. $81.26
Annualized volatility 22.1%
Short interest (ETF) 0.2%
Short interest (Underlying) 5.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 19
Turnover 0.9%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 682 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™: 3.0%


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 39.5 70 -35 4.3 +1.3
IHI iShares U.S. Medical Devices ETF 38.5 40 -5 3.8 +0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 33.3 68 -33 2.2 -0.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 30.2 40 -5 7.6 +4.6
PSCH Invesco S&P SmallCap Health Care ETF 23.0 29 6 4.5 +1.5
HEAL Global X HealthTech ETF 22.7 50 -15 -0.7 -3.7
FXH First Trust Health Care AlphaDEX Fund 22.6 62 -27 8.9 +5.9
FMED Fidelity Disruptive Medicine ETF 22.3 50 -15 -1.1 -4.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 21.5 65 -30 1.0 -2.0
BMED Future Health ETF 18.0 85 -50 0.5 -2.5
VHT Vanguard Health Care ETF 17.8 9 26 6.2 +3.2
IYH iShares U.S. Healthcare ETF 17.6 40 -5 7.0 +4.0
FHLC Fidelity MSCI Health Care Index ETF 17.2 8 27 6.4 +3.4
XLV Health Care Select Sector SPDR Fund 17.0 8 27 7.7 +4.7
FDHT Fidelity Digital Health ETF 16.4 39 -4 0.9 -2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 16.2 60 -25 7.0 +4.0
MEDI Harbor Health Care ETF 15.9 80 -45 -1.4 -4.4
AGNG Global X Aging Population ETF 15.4 50 -15 4.9 +1.9
IXJ iShares Global Healthcare ETF 14.5 42 -7 7.2 +4.2
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 12.2 75 -40 1.2 -1.8
LFSC F/m Emerald Life Sciences Innovation ETF 12.1 79 -44 0.0 -3.0
ANEW ProShares MSCI Transformational Changes ETF 11.8 45 -10 6.0 +3.0
GDOC Goldman Sachs Future Health Care Equity ETF 11.2 75 -40 2.8 -0.2
USRD Themes US R&D Champions ETF 10.6 29 6 4.5 +1.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 10.5 60 -25 -2.8 -5.7
PINK Simplify Health Care ETF 10.0 50 -15 1.0 -2.0
HKND Humankind US Stock ETF 9.1 11 24 7.2 +4.2
DTEC ALPS Disruptive Technologies ETF 9.0 50 -15 3.8 +0.8
HART IQ Healthy Hearts ETF 8.9 45 -10 6.6 +3.6
CSMD Congress SMid Growth ETF 8.7 69 -34 3.9 +0.9
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 -15 5.6 +2.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 7.6 55 -20 4.9 +1.9
QQQS Invesco NASDAQ Future Gen 200 ETF 7.4 20 15 -2.7 -5.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.3 60 -25 4.3 +1.3
TMFS Motley Fool Small-Cap Growth ETF 7.3 85 -50 3.4 +0.4
MNTL Tema Neuroscience and Mental Health ETF 7.2 75 -40 -0.9 -3.9
RUNN Running Oak Efficient Growth ETF 7.2 58 -23 4.8 +1.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.0 25 10 5.3 +2.4
SPLV Invesco S&P 500 Low Volatility ETF 7.0 25 10 5.3 +2.3
QGRO American Century U.S. Quality Growth ETF 6.6 29 6 3.6 +0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.5 15 20 4.3 +1.3
MID American Century Mid Cap Growth Impact ETF 6.3 45 -10 3.1 +0.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.1 35 0 4.2 +1.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.9 60 -25 4.0 +1.0
SMOT VanEck Morningstar SMID Moat ETF 5.8 49 -14 6.7 +3.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.8 38 -3 6.2 +3.2
THRO iShares U.S. Thematic Rotation Active ETF 5.8 90 -55 4.0 +1.0
GGRW Gabelli Growth Innovators ETF 5.7 90 -55 2.3 -0.7
XSMO Invesco S&P SmallCap Momentum ETF 5.7 39 -4 5.8 +2.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.6 65 -30 4.8 +1.8
FLV American Century Focused Large Cap Value ETF 5.4 42 -7 6.7 +3.7
BLCV iShares Large Cap Value Active ETF 5.4 53 -18 7.4 +4.4
TMDV ProShares Russell US Dividend Growers ETF 5.3 35 0 6.5 +3.5
LVOL American Century Low Volatility ETF 5.3 29 6 4.8 +1.8
SQLV Royce Quant Small-Cap Quality Value ETF 5.3 60 -25 9.8 +6.8
VOT Vanguard Mid-Cap Growth ETF 5.1 7 28 3.5 +0.6
IJT iShares S&P Small-Cap 600 Growth ETF 5.1 18 17 5.6 +2.6
REVS Columbia Research Enhanced Value ETF 5.1 19 16 7.7 +4.7
GINN Goldman Sachs Innovate Equity ETF 5.1 52 -17 3.7 +0.7
HLAL Wahed FTSE USA Shariah ETF 5.0 50 -15 4.9 +1.9
SPMV Invesco S&P 500 Minimum Variance ETF 4.9 10 25 5.3 +2.4
SLYG SPDR S&P 600 Small Cap Growth ETF 4.9 15 20 5.7 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.8 10 25 5.7 +2.7
CGDV Capital Group Dividend Value ETF 4.8 33 2 4.6 +1.6
BKWO BNY Mellon Women's Opportunities ETF 4.8 50 -15 3.7 +0.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.8 20 15 4.8 +1.8
NIXT Research Affiliates Deletions ETF 4.7 9 26 8.9 +5.9
KOMP SPDR S&P Kensho New Economies Composite ETF 4.7 20 15 2.8 -0.2
ESIX SPDR S&P SmallCap 600 ESG ETF 4.6 12 23 8.2 +5.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.6 60 -25 5.2 +2.2
RND First Trust Bloomberg R&D Leaders ETF 4.6 60 -25 3.7 +0.7
ETHO Etho Climate Leadership U.S. ETF 4.5 47 -12 5.4 +2.4
PSC Principal U.S. Small-Cap ETF 4.5 38 -3 6.9 +3.9
JSML Janus Henderson Small Cap Growth Alpha ETF 4.5 30 5 8.3 +5.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.5 10 25 5.3 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 4.4 29 6 4.8 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 4.6 +1.6
BIBL Inspire 100 ETF 4.4 35 0 5.2 +2.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 6.1 +3.1
TOLL Tema Monopolies and Oligopolies ETF 4.3 75 -40 3.9 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 5.5 +2.5
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 12 3.4 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 0 4.2 +1.2
IWX iShares Russell Top 200 Value ETF 4.1 20 15 6.3 +3.3
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.8 +3.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -23 3.9 +1.0
HAPS Harbor Human Capital Factor US Small Cap ETF 4.1 60 -25 4.2 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 4.1 6 29 4.1 +1.1
PSET Principal Quality ETF 4.0 15 20 5.3 +2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.0 35 0 5.5 +2.5
YOKE Yoke Core ETF 4.0 42 -7 4.5 +1.5
MTUM iShares MSCI USA Momentum Factor ETF 4.0 15 20 3.6 +0.6
ROBO ROBO Global Robotics & Automation Index ETF 4.0 95 -60 3.5 +0.6
XJR iShares ESG Screened S&P Small-Cap ETF 3.9 12 23 7.5 +4.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.9 15 20 4.6 +1.6
CRTC Xtrackers US National Critical Technologies ETF 3.9 35 0 4.9 +1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -35 4.8 +1.8
RJMG FT Raymond James Multicap Growth Equity ETF 3.9 85 -50 2.2 -0.8
DANA Dana Unconstrained Equity ETF 3.9 50 -15 3.0 -0.0
NANC Unusual Whales Subversive Democratic Trading ETF 3.9 75 -40 3.7 +0.7
CAML Congress Large Cap Growth ETF 3.8 66 -31 3.3 +0.3
FTGS First Trust Growth Strength ETF 3.8 60 -25 4.9 +1.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 4 7.1 +4.1
PRAY FIS Christian Stock Fund 3.8 69 -34 5.0 +2.1
TMFX Motley Fool Next Index ETF 3.8 50 -15 2.6 -0.4
IJR iShares Core S&P Small Cap ETF 3.7 6 29 7.9 +4.9
VALQ American Century U.S. Quality Value ETF 3.7 29 6 7.6 +4.6
BELT iShares Long-Term U.S. Equity Active ETF 3.7 75 -40 3.0 -0.0
BOTZ Global X Robotics & Artificial Intelligence ETF 3.7 69 -34 2.4 -0.6
CWS AdvisorShares Focused Equity ETF 3.7 84 -49 4.8 +1.9
FTCS First Trust Capital Strength ETF 3.7 55 -20 5.7 +2.8
IPDP Dividend Performers ETF 3.7 122 -87 5.1 +2.1
JGRW Jensen Quality Growth ETF 3.7 57 -22 4.6 +1.6
CVAR Cultivar ETF 3.7 87 -52 6.8 +3.8
SXQG ETC 6 Meridian Quality Growth ETF 3.7 100 -65 4.6 +1.6
PTL Inspire 500 ETF 3.7 9 26 5.4 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 3.7 65 -30 3.0 -0.0
QLTY GMO U.S. Quality ETF 3.7 50 -15 4.7 +1.7
GRNY Fundstrat Granny Shots US Large Cap ETF 3.7 75 -40 2.7 -0.3
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 4.8 +1.8
BUL Pacer US Cash Cows Growth ETF 3.7 60 -25 6.2 +3.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.7 75 -40 4.8 +1.8
FYC First Trust Small Cap Growth AlphaDEX Fund 3.7 71 -36 0.5 -2.5
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 5.9 +2.9
ABEQ Absolute Select Value ETF 3.6 85 -50 4.8 +1.8
MOAT VanEck Morningstar Wide Moat ETF 3.6 46 -11 5.6 +2.6
MOTE VanEck Morningstar ESG Moat ETF 3.6 49 -14 5.6 +2.6
MVAL VanEck Morningstar Wide Moat Value ETF 3.6 49 -14 6.3 +3.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.6 40 -5 5.8 +2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 26 6.1 +3.1
VTWG Vanguard Russell 2000 Growth ETF 3.6 10 25 1.5 -1.5
SWP SWP Growth & Income ETF 3.6 99 -64 4.3 +1.3
IWO iShares Russell 2000 Growth ETF 3.6 24 11 1.4 -1.6
AVMC Avantis U.S. Mid Cap Equity ETF 3.6 18 17 7.0 +4.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -17 5.5 +2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 5.4 +2.4
LCF Touchstone US Large Cap Focused ETF 3.6 69 -34 4.3 +1.3
POWA Invesco Bloomberg Pricing Power ETF 3.6 40 -5 5.7 +2.7
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 15 6.4 +3.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.6 45 -10 4.5 +1.5
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 23 6.6 +3.6
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -24 3.9 +0.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.5 49 -14 3.7 +0.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.5 9 26 5.6 +2.6
VIOO Vanguard S&P Small-Cap 600 ETF 3.5 7 28 7.8 +4.9
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.4 +4.4
ADME Aptus Drawdown Managed Equity ETF 3.5 79 -44 4.2 +1.2
GURU Global X Guru Index ETF 3.5 75 -40 3.5 +0.5
RPG Invesco S&P 500 Pure Growth ETF 3.5 35 0 3.2 +0.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.5 3 32 7.9 +4.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 10 8.1 +5.1
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 0 7.0 +4.0
DVND Touchstone Dividend Select ETF 3.5 67 -32 5.7 +2.7
FDWM Fidelity Women's Leadership ETF 3.5 59 -24 5.0 +2.0
SIZE iShares MSCI USA Size Factor ETF 3.5 15 20 5.8 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.1 +3.1
GLBL Pacer MSCI World Industry Advantage ETF 3.4 65 -30 4.2 +1.2
LQPE PEO AlphaQuest Thematic PE ETF 3.4 125 -90 5.3 +2.3
JEPI JPMorgan Equity Premium Income ETF 3.4 35 0 5.5 +2.5
TMFM Motley Fool Mid-Cap Growth ETF 3.4 85 -50 2.5 -0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.4 60 -25 4.8 +1.8
VONV Vanguard Russell 1000 Value ETF 3.4 7 28 6.6 +3.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.4 65 -30 3.5 +0.5
IWD iShares Russell 1000 Value ETF 3.4 19 16 6.5 +3.5
DFUV Dimensional US Marketwide Value ETF 3.4 22 13 7.6 +4.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 20 7.5 +4.5
PRNT 3D Printing ETF 3.4 66 -31 1.3 -1.7
VO Vanguard Mid-Cap ETF 3.3 4 31 5.8 +2.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 -4 3.7 +0.8
FDMO Fidelity Momentum Factor ETF 3.3 15 20 3.8 +0.9
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 22 5.7 +2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.3 70 -35 3.1 +0.1
PRXV Praxis Impact Large Cap Value ETF 3.3 36 -1 6.6 +3.6
DFLV Dimensional US Large Cap Value ETF 3.3 22 13 7.9 +4.9
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 31 6.0 +3.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -15 4.2 +1.2
DIVL Madison Dividend Value ETF 3.3 65 -30 6.0 +3.0
XMAG Defiance Large Cap ex-Mag 7 ETF 3.3 35 0 5.2 +2.2
PWB Invesco Large Cap Growth ETF 3.2 56 -21 2.8 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 6.3 +3.3
CGGR Capital Group Growth ETF 3.2 39 -4 3.3 +0.3
SMAP Amplify Small-Mid Cap Equity ETF 3.2 60 -25 5.4 +2.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.2 55 -20 10.3 +7.3
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 3.2 +0.2
MAVF Matrix Advisors Value ETF 3.2 75 -40 5.9 +2.9
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 6.9 +3.9
HLGE Hartford Longevity Economy ETF 3.2 44 -9 6.5 +3.5
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 6 4.7 +1.7
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 31 6.8 +3.8
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.5 +2.5
BRIF FIS Bright Portfolios Focused Equity ETF 3.1 65 -30 5.0 +2.0
GVLU Gotham 1000 Value ETF 3.1 50 -15 8.9 +5.9
FEGE First Eagle Global Equity ETF 3.1 79 -44 7.0 +4.0
IQM Franklin Intelligent Machines ETF 3.1 50 -15 2.2 -0.8
CGUS Capital Group Core Equity ETF 3.0 33 2 4.4 +1.4
VBK Vanguard Small-Cap Growth ETF 3.0 7 28 1.9 -1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.0 64 -29 2.4 -0.6
AVMV Avantis U.S. Mid Cap Value ETF 3.0 20 15 8.8 +5.9
CHGX AXS Change Finance ESG ETF 3.0 49 -14 4.8 +1.8
TMFG Motley Fool Global Opportunities ETF 3.0 85 -50 3.9 +0.9
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 26 5.0 +2.0
RECS Columbia Research Enhanced Core ETF 3.0 15 20 5.8 +2.9
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 6.0 +3.0
BGRO iShares Large Cap Growth Active ETF 2.9 55 -20 3.1 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.9 15 20 8.0 +5.0
VIG Vanguard Dividend Appreciation ETF 2.9 5 30 5.6 +2.6
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 17 5.2 +2.2
ITAN Sparkline Intangible Value ETF 2.9 50 -15 6.7 +3.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.9 6 29 2.9 -0.1
IVE iShares S&P 500 Value ETF 2.9 18 17 6.3 +3.3
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 31 6.4 +3.4
VOOV Vanguard S&P 500 Value ETF 2.9 7 28 6.4 +3.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -24 6.0 +3.0
PDP Invesco Dorsey Wright Momentum ETF 2.9 62 -27 4.1 +1.1
FFOX FundX Future Fund Opportunities ETF 2.9 100 -65 4.4 +1.4
IBRN iShares Neuroscience and Healthcare ETF 2.9 47 -12 0.0 -3.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 7.9 +4.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 5.0 +2.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.8 65 -30 2.2 -0.8
IUSV iShares Core S&P US Value ETF 2.8 4 31 6.5 +3.5
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 21 5.4 +2.4
ACVF American Conservative Values ETF 2.8 75 -40 4.4 +1.4
OALC OneAscent Large Cap Core ETF 2.8 86 -51 4.1 +1.1
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 23 5.9 +2.9
ILCG iShares Morningstar Growth ETF 2.7 4 31 3.8 +0.8
JGRO JPMorgan Active Growth ETF 2.7 44 -9 3.5 +0.5
MGV Vanguard Mega Cap Value ETF 2.7 7 28 6.6 +3.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 16 5.2 +2.2
BFOR ALPS Barron's 400 ETF 2.7 65 -30 6.0 +3.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 9.8 +6.8
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 4.8 +1.8
IWR iShares Russell Midcap ETF 2.7 19 16 5.9 +2.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.7 59 -24 6.4 +3.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 20 4.7 +1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.6 59 -24 2.8 -0.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 6.0 +3.0
KNO AXS Knowledge Leaders ETF 2.6 78 -43 6.0 +3.0
SDY SPDR S&P Dividend ETF 2.6 35 0 6.7 +3.7
RSSL Global X Russell 2000 ETF 2.6 8 27 4.5 +1.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.6 20 15 4.2 +1.2
KRMA Global X Conscious Companies ETF 2.6 43 -8 5.9 +2.9
FPX First Trust US Equity Opportunities ETF 2.6 61 -26 1.0 -2.0
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.2 +2.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 26 4.9 +1.9
STXD Strive 1000 Dividend Growth ETF 2.5 35 0 4.9 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 17 6.8 +3.8
VTV Vanguard Value ETF 2.5 4 31 6.9 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 6.2 +3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.5 30 5 6.8 +3.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.5 95 -60 0.6 -2.4
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.3 +2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.9 +1.9
XVV iShares ESG Screened S&P 500 ETF 2.5 8 27 4.9 +1.9
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 7.0 +4.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.5 30 5 8.3 +5.3
SPMO Invesco S&P 500 Momentum ETF 2.5 13 22 3.7 +0.7
DGRO iShares Core Dividend Growth ETF 2.5 8 27 6.4 +3.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.8 +4.8
RAFE PIMCO RAFI ESG U.S. ETF 2.5 29 6 7.2 +4.2
IMCV iShares Morningstar Mid-Cap Value ETF 2.5 6 29 8.2 +5.2
KOCG FIS Knights of Columbus Global Belief ETF 2.5 75 -40 5.1 +2.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.5 49 -14 4.9 +1.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.4 12 23 4.6 +1.6
BOUT Innovator IBD Breakout Opportunities ETF 2.4 81 -46 3.4 +0.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.4 35 0 7.2 +4.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.4 12 23 7.5 +4.5
CSD Invesco S&P Spin-Off ETF 2.4 65 -30 7.8 +4.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 4.5 +1.6
VOTE TCW Transform 500 ETF 2.4 5 30 5.0 +2.0
IWM iShares Russell 2000 ETF 2.4 19 16 4.6 +1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 4.9 +1.9
VTWO Vanguard Russell 2000 ETF 2.4 7 28 4.6 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.5 +3.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.4 25 10 5.4 +2.4
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.4 +2.4
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -7 6.8 +3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 5.0 +2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.4 48 -13 6.1 +3.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.4 12 23 5.7 +2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 35 5.0 +2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 5.0 +2.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 15 4.8 +1.8
STXG Strive 1000 Growth ETF 2.3 18 17 3.9 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.0 +2.0
QUS SPDR MSCI USA StrategicFactors ETF 2.3 15 20 5.7 +2.8
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 7.2 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 -4 6.6 +3.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.2 +3.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 7 5.5 +2.5
IVV iShares Core S&P 500 ETF 2.3 3 32 5.0 +2.1
SPY SPDR S&P 500 ETF Trust 2.3 9 26 5.0 +2.0
LIVR Intelligent Livermore ETF 2.3 69 -34 6.2 +3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 +2.0
VOO Vanguard S&P 500 ETF 2.3 3 32 5.1 +2.1
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 33 5.1 +2.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.1 +2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 32 5.2 +2.2
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 0 4.8 +1.8
QUVU Hartford Quality Value ETF 2.3 46 -11 7.2 +4.2
STRV Strive 500 ETF 2.3 5 30 4.9 +1.9
XMHQ Invesco S&P MidCap Quality ETF 2.3 25 10 7.3 +4.3
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 6.1 +3.1
SUSA iShares MSCI USA ESG Select ETF 2.2 25 10 4.9 +1.9
SFYX SoFi Next 500 ETF 2.2 0 35 6.0 +3.0
VV Vanguard Large-Cap ETF 2.2 4 31 4.9 +1.9
PBUS Invesco MSCI USA ETF 2.2 4 31 5.0 +2.0
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 5.0 +2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 2.2 18 17 4.8 +1.8
DFUS Dimensional U.S. Equity ETF 2.2 9 26 4.9 +1.9
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 10.2 +7.2
VTI Vanguard Total Stock Market ETF 2.2 3 32 5.0 +2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 5.0 +2.0
IWV iShares Russell 3000 ETF 2.2 20 15 4.9 +1.9
VTHR Vanguard Russell 3000 ETF 2.2 7 28 5.0 +2.0
IWB iShares Russell 1000 ETF 2.2 15 20 4.9 +2.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.5 +1.5
VONE Vanguard Russell 1000 ETF 2.2 7 28 5.0 +2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 24 5.1 +2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 28 6.2 +3.2
AFSM First Trust Active Factor Small Cap ETF 2.2 75 -40 7.7 +4.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.2 17 18 5.9 +2.9
FESM Fidelity Enhanced Small Cap ETF 2.2 28 7 7.8 +4.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 15 7.0 +4.0
IYY iShares Dow Jones U.S. ETF 2.2 20 15 4.9 +1.9
STXK Strive Small-Cap ETF 2.2 18 17 6.2 +3.2
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 6.3 +3.3
VUG Vanguard Growth ETF 2.2 4 31 4.1 +1.1
SFY SoFi Select 500 ETF 2.2 0 35 4.5 +1.6
FSCS First Trust SMID Capital Strength ETF 2.1 60 -25 7.0 +4.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 10.2 +7.2
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 8 8.8 +5.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 6 8.7 +5.7
SPHB Invesco S&P 500 High Beta ETF 2.1 25 10 4.7 +1.7
DSMC Distillate Small/Mid Cash Flow ETF 2.1 55 -20 12.7 +9.7
KLMN Invesco MSCI North America Climate ETF 2.1 9 26 5.1 +2.1
VB Vanguard Small-Cap ETF 2.1 5 30 6.2 +3.2
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -54 4.8 +1.8
DFVX Dimensional US Large Cap Vector ETF 2.1 22 13 6.2 +3.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.1 60 -25 4.3 +1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 20 6.1 +3.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 -15 8.3 +5.3
SCHB Schwab U.S. Broad Market ETF 2.1 3 32 5.1 +2.1
SCHK Schwab 1000 Index ETF 2.1 5 30 5.1 +2.1
SCHX Schwab U.S. Large-Cap ETF 2.1 3 32 5.1 +2.1
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 20 6.3 +3.3
VYM Vanguard High Dividend Yield Index ETF 2.1 6 29 7.2 +4.2
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 6.8 +3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 6 4.5 +1.5
IWL iShares Russell Top 200 ETF 2.1 15 20 4.7 +1.7
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 20 10.2 +7.2
PRXG Praxis Impact Large Cap Growth ETF 2.1 36 -1 4.1 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 26 5.3 +2.3
APUE ActivePassive U.S. Equity ETF 2.1 45 -10 4.7 +1.7
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 22 6.4 +3.4
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 20 4.5 +1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 6.0 +3.0
ONEO SPDR Russell 1000 Momentum Focus ETF 2.0 20 15 7.1 +4.1
ISCB iShares Morningstar Small-Cap ETF 2.0 4 31 6.2 +3.2
DFAS Dimensional U.S. Small Cap ETF 2.0 26 9 6.6 +3.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 59 -24 9.1 +6.1
NUSC Nuveen ESG Small-Cap ETF 2.0 31 4 5.5 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 2.0 18 17 5.5 +2.5
MGC Vanguard Mega Cap ETF 2.0 7 28 4.7 +1.8
ROE Astoria US Quality Kings ETF 2.0 49 -14 6.6 +3.6
RVRB Reverb ETF 2.0 30 5 4.7 +1.7
MAGA Point Bridge America First ETF 2.0 72 -37 6.1 +3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.8 +2.8
ROSC Hartford Multifactor Small Cap ETF 2.0 34 1 9.8 +6.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 10 25 6.0 +3.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 3.5 +0.5
BLCR iShares Large Cap Core Active ETF 2.0 36 -1 3.8 +0.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.0 20 15 6.0 +3.0
QQMG Invesco ESG NASDAQ 100 ETF 2.0 20 15 4.1 +1.1
BLES Inspire Global Hope ETF 2.0 61 -26 6.8 +3.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 4.1 +1.1
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 5.8 +2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.9 15 20 6.0 +3.1
DFAU Dimensional US Core Equity Market ETF 1.9 12 23 5.1 +2.2
PEXL Pacer US Export Leaders ETF 1.9 60 -25 4.6 +1.6
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 7 4.2 +1.2
SNSR Global X Internet of Things ETF 1.9 68 -33 4.4 +1.4
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 25 4.6 +1.6
NUMG Nuveen ESG Mid-Cap Growth ETF 1.9 31 4 2.5 -0.5
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.5 +1.5
GK AdvisorShares Gerber Kawasaki ETF 1.9 75 -40 2.5 -0.5
SEMG Suncoast Select Growth ETF 1.9 60 -25 4.1 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.2 +5.2
STXV Strive 1000 Value ETF 1.9 18 17 8.1 +5.1
FDG American Century Focused Dynamic Growth ETF 1.9 45 -10 2.1 -0.9
NBDS Neuberger Berman Disrupters ETF 1.9 55 -20 0.7 -2.3
FBOT Fidelity Disruptive Automation ETF 1.9 50 -15 3.7 +0.7
FFOG Franklin Focused Growth ETF 1.9 61 -26 2.4 -0.6
IGPT Invesco AI and Next Gen Software ETF 1.9 60 -25 4.2 +1.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -5 3.5 +0.6
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -60 2.7 -0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -30 3.8 +0.8
USMV iShares MSCI USA Min Vol Factor ETF 1.9 15 20 5.7 +2.7
SMRI Bushido Capital US Equity ETF 1.9 71 -36 9.3 +6.3
DWLD Davis Select Worldwide ETF 1.9 63 -28 7.5 +4.5
PAWZ ProShares Pet Care ETF 1.9 50 -15 3.7 +0.7
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -25 6.9 +3.9
FIW First Trust Water ETF 1.9 53 -18 4.7 +1.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 -5 6.2 +3.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.9 75 -40 5.5 +2.5
MGRO VanEck Morningstar Wide Moat Growth ETF 1.9 49 -14 4.3 +1.3
LRGF iShares U.S. Equity Factor ETF 1.9 8 27 5.6 +2.6
FMTM MarketDesk Focused U.S. Momentum ETF 1.9 45 -10 3.9 +0.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.8 35 0 9.1 +6.1
QVAL Alpha Architect US Quantitative Value ETF 1.8 39 -4 9.7 +6.7
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.8 +2.8
OCFS Otter Creek Focus Strategy ETF 1.8 85 -50 4.0 +1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 15 7.7 +4.7
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 -3 4.6 +1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 -10 2.9 -0.1
DCOR Dimensional US Core Equity 1 ETF 1.8 14 21 5.5 +2.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 -4 3.2 +0.2
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.7 +3.7
HDUS Hartford Disciplined US Equity ETF 1.8 19 16 5.8 +2.8
MGK Vanguard Mega Cap Growth ETF 1.8 7 28 4.1 +1.2
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 17 6.8 +3.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.6 +2.6
VOE Vanguard Mid-Cap Value ETF 1.8 7 28 7.8 +4.8
PCGG Polen Capital Global Growth ETF 1.8 85 -50 3.7 +0.7
FTDS First Trust Dividend Strength ETF 1.8 70 -35 7.8 +4.8
PJP Invesco Pharmaceuticals ETF 1.8 57 -22 8.4 +5.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.8 49 -14 4.6 +1.6
BEEX BeeHive ETF 1.8 84 -49 4.3 +1.3
HGRO Hedgeye Quality Growth ETF 1.8 70 -35 3.3 +0.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.8 70 -35 4.7 +1.7
EVX VanEck Environmental Services ETF 1.8 55 -20 2.2 -0.8
VNSE Natixis Vaughan Nelson Select ETF 1.8 80 -45 4.8 +1.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 -25 5.8 +2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.3 +2.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -30 6.4 +3.4
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -20 6.2 +3.2
IUS Invesco RAFI Strategic US ETF 1.8 19 16 6.8 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 23 5.2 +2.2
ISMD Inspire Small/Mid Cap ETF 1.8 54 -19 6.1 +3.1
DIVS SmartETFs Dividend Builder ETF 1.8 65 -30 4.9 +1.9
UDI USCF Dividend Income Fund 1.8 65 -30 8.2 +5.2
AGQI First Trust Active Global Quality Income ETF 1.8 85 -50 5.3 +2.3
MDLV Morgan Dempsey Large Cap Value ETF 1.8 58 -23 7.5 +4.5
QQQ Invesco QQQ Trust Series I 1.8 20 15 4.1 +1.1
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 9 3.3 +0.3
IUSG iShares Core S&P U.S. Growth ETF 1.8 4 31 4.3 +1.3
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 9.3 +6.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.9 +1.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.8 49 -14 4.3 +1.3
QQQM Invesco NASDAQ 100 ETF 1.8 15 20 4.1 +1.1
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 4.6 +1.6
GCOW Pacer Global Cash Cows Dividend ETF 1.8 60 -25 10.9 +7.9
IVW iShares S&P 500 Growth ETF 1.8 18 17 4.0 +1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 1.8 4 31 4.2 +1.2
VOOG Vanguard S&P 500 Growth ETF 1.8 7 28 4.2 +1.2
AIEQ AI Powered Equity ETF 1.8 75 -40 3.8 +0.8
IBOT Vaneck Robotics ETF 1.8 47 -12 4.1 +1.1
FCPI Fidelity Stocks for Inflation ETF 1.8 15 20 7.6 +4.6
HDV iShares Core High Dividend ETF 1.7 8 27 6.9 +3.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.7 25 10 11.6 +8.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -25 9.7 +6.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -26 6.4 +3.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 -4 6.1 +3.1
BGDV Bahl & Gaynor Dividend ETF 1.7 45 -10 4.8 +1.8
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 20 4.9 +1.9
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 10 6.0 +3.0
TOK iShares MSCI Kokusai ETF 1.7 26 9 5.2 +2.2
DGT SPDR Global Dow ETF 1.7 50 -15 7.2 +4.2
FVD First Trust Value Line Dividend Index Fund 1.7 65 -30 6.3 +3.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.7 55 -20 4.2 +1.2
FFTY Innovator IBD 50 ETF 1.7 80 -45 0.5 -2.5
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -24 2.9 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 10 8.0 +5.0
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.3 +2.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 4.6 +1.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 7.3 +4.3
VFVA Vanguard U.S. Value Factor ETF 1.7 13 22 11.2 +8.2
ILCV iShares Morningstar Value ETF 1.6 4 31 6.7 +3.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.6 35 0 10.6 +7.6
DUSA Davis Select U.S. Equity ETF 1.6 61 -26 7.3 +4.3
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 15 8.3 +5.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 23 7.2 +4.2
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 31 6.8 +3.8
URTH iShares MSCI World ETF 1.6 24 11 5.2 +2.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 5 4.5 +1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.6 15 20 9.2 +6.2
DXUV Dimensional US Vector Equity ETF 1.6 28 7 6.3 +3.4
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 17 4.2 +1.2
QTOP iShares Nasdaq Top 30 Stocks ETF 1.6 20 15 4.3 +1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.1 +2.1
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.6 +2.7
FQAL Fidelity Quality Factor ETF 1.6 15 20 5.7 +2.7
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.5 +4.5
GSPY Gotham Enhanced 500 ETF 1.6 50 -15 5.4 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -25 6.3 +3.3
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.5 +1.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -4 9.6 +6.6
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 -4 8.3 +5.3
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 9.1 +6.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 27 5.1 +2.1
MDY SPDR S&P Midcap 400 ETF Trust 1.5 24 11 7.3 +4.3
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.5 +1.5
AVUS Avantis U.S. Equity ETF 1.5 15 20 5.9 +2.9
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.4 +2.5
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 7.5 +4.5
STXM Strive Mid-Cap ETF 1.5 18 17 6.4 +3.4
JAVA JPMorgan Active Value ETF 1.5 44 -9 6.4 +3.4
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 9 6.3 +3.3
JPEF JPMorgan Equity Focus ETF 1.5 50 -15 4.3 +1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 30 8.0 +5.0
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 -4 6.9 +3.9
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 5 6.1 +3.1
FDLO Fidelity Low Volatility Factor ETF 1.5 15 20 5.4 +2.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.5 30 5 8.9 +5.9
VXF Vanguard Extended Market ETF 1.5 5 30 4.8 +1.8
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 15 5.0 +2.0
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 6.1 +3.1
NVIR Horizon Kinetics Energy and Remediation ETF 1.5 85 -50 6.6 +3.6
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -17 7.0 +4.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -25 7.7 +4.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.5 7 28 7.4 +4.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 32 7.5 +4.5
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 25 5.9 +2.9
CGDG Capital Group Dividend Growers ETF 1.5 47 -12 6.2 +3.2
ACWI iShares MSCI ACWI ETF 1.4 32 3 5.7 +2.7
OEF iShares S&P 100 ETF 1.4 20 15 4.6 +1.6
VBR Vanguard Small Cap Value ETF 1.4 7 28 9.2 +6.2
RGEF Rockefeller Global Equity ETF 1.4 55 -20 4.9 +1.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 6.3 +3.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -14 6.2 +3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.9 +2.9
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 23 7.6 +4.6
VT Vanguard Total World Stock ETF 1.4 6 29 6.0 +3.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 3.8 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.5 +3.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 31 4.0 +1.0
WRND IQ Global Equity R&D Leaders ETF 1.4 18 17 8.4 +5.4
XLG Invesco S&P 500 Top 50 ETF 1.3 20 15 4.5 +1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 -14 4.4 +1.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.7 +3.7
DFSV Dimensional US Small Cap Value ETF 1.3 31 4 10.4 +7.4
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -24 11.1 +8.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.3 0 35 12.0 +9.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.0 +3.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 0 7.8 +4.8
WCEO Hypatia Women CEO ETF 1.3 85 -50 4.4 +1.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 -25 6.1 +3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.7 +4.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.8 +4.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 10 7.2 +4.3
VONG Vanguard Russell 1000 Growth ETF 1.3 7 28 4.6 +1.6
IWF iShares Russell 1000 Growth ETF 1.3 19 16 4.4 +1.4
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 10 5.5 +2.5
NULC Nuveen ESG Large-Cap ETF 1.3 21 14 4.8 +1.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.2 29 6 6.3 +3.4
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.4 +3.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 10 7.2 +4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 20 7.5 +4.5
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.8 +3.8
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -7 4.7 +1.7
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -13 4.5 +1.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -54 10.2 +7.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.2 35 0 10.6 +7.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 4.4 +1.4
TMFC Motley Fool 100 Index ETF 1.2 50 -15 3.5 +0.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 9.2 +6.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 15 5.8 +2.8
JGLO JPMorgan Global Select Equity ETF 1.2 33 2 4.9 +1.9
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 9.5 +6.5
VFMF Vanguard U.S. Multifactor ETF 1.2 18 17 8.2 +5.2
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -20 3.8 +0.8
ALIL Argent Focused Small Cap ETF 1.1 74 -39 7.1 +4.1
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 29 9.4 +6.4
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -15 4.6 +1.6
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.9 +1.9
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.1 +2.2
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 23 8.3 +5.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 -4 8.5 +5.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 15 5.9 +2.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -14 9.3 +6.3
VERS ProShares Metaverse ETF 1.1 58 -23 -1.2 -4.2
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -24 4.3 +1.3
IWN iShares Russell 2000 Value ETF 1.1 24 11 7.8 +4.8
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 7.9 +4.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.1 67 -32 10.1 +7.1
IWC iShares Micro-Cap ETF 1.0 60 -25 -0.6 -3.6
SPHQ Invesco S&P 500 Quality ETF 1.0 15 20 5.2 +2.2
IWY iShares Russell Top 200 Growth ETF 1.0 20 15 4.6 +1.6
ABIG Argent Large Cap ETF 1.0 49 -14 7.5 +4.5
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -41 5.3 +2.3
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -17 6.7 +3.7
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.7 +3.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 25 5.1 +2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -25 2.1 -0.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -25 7.8 +4.8
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 12 5.8 +2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 20 8.1 +5.1
RNIN Bushido Capital US SMID Cap Equity ETF 1.0 70 -35 5.0 +2.0
RDVY First Trust Rising Dividend Achievers ETF 1.0 50 -15 7.4 +4.5
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.4 +3.4
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 17 5.3 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 17 8.9 +5.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 25 4.4 +1.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 20 8.9 +5.9
ITEQ BlueStar Israel Technology ETF 0.9 75 -40 1.8 -1.2
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -40 0.4 -2.6
XMMO Invesco S&P MidCap Momentum ETF 0.9 34 1 5.7 +2.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 25 8.9 +5.9
GLOF iShares Global Equity Factor ETF 0.9 20 15 6.7 +3.7
EBI Longview Advantage ETF 0.9 35 0 6.7 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -45 4.5 +1.5
OPTZ Optimize Strategy Index ETF 0.9 50 -15 5.0 +2.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 9.4 +6.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.4 +4.4
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.2 +4.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.9 75 -40 5.3 +2.3
TTAC FCF US Quality ETF 0.9 59 -24 6.0 +3.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.9 60 -25 7.0 +4.0
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 25 5.0 +2.0
OSCV Opus Small Cap Value ETF 0.8 79 -44 6.7 +3.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.4 +3.4
ARKG ARK Genomic Revolution ETF 0.8 75 -40 0.0 -3.0
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -30 8.9 +5.9
DIVB iShares Core Dividend ETF 0.8 5 30 7.6 +4.6
TAX Cambria Tax Aware ETF 0.8 49 -14 5.2 +2.2
IOO iShares Global 100 ETF 0.7 41 -6 5.0 +2.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 6.0 +3.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.7 +3.8
COWZ Pacer US Cash Cows 100 ETF 0.7 49 -14 9.3 +6.3
CCMG CCM Global Equity ETF 0.7 34 1 8.6 +5.6
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 8.9 +5.9
MGMT Ballast Small/Mid Cap ETF 0.7 110 -75 9.0 +6.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 9.6 +6.6
SMMD iShares Russell 2500 ETF 0.7 15 20 6.4 +3.4
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.9 +1.9
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 5.3 +2.3
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 5.7 +2.7
FITE SPDR S&P Kensho Future Security ETF 0.6 45 -10 2.2 -0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 -2 6.2 +3.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.6 60 -25 8.3 +5.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 10.1 +7.1
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 -15 5.8 +2.8
QDF FlexShares Quality Dividend Index Fund 0.6 37 -2 6.4 +3.4
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 8.7 +5.7
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 7.9 +4.9
RCGE RockCreek Global Equality ETF 0.5 95 -60 6.3 +3.3
DUHP Dimensional US High Profitability ETF 0.5 21 14 6.4 +3.4
TMAT Main Thematic Innovation ETF 0.5 164 -129 -1.4 -4.4
XT iShares Exponential Technologies ETF 0.5 46 -11 4.8 +1.8
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -37 6.5 +3.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 4.5 +1.5
MEDX Horizon Kinetics Medical ETF 0.5 85 -50 2.2 -0.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 0 10.6 +7.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 17 5.8 +2.8
VIDI Vident International Equity Strategy ETF 0.4 61 -26 11.4 +8.4
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.2 +2.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 -14 6.6 +3.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 9.6 +6.6
DURA VanEck Durable High Dividend ETF 0.4 29 6 8.6 +5.6
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 3.8 +0.8
ISRA VanEck Israel ETF 0.4 59 -24 6.9 +3.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.3 15 20 7.4 +4.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 15 9.6 +6.6
FLDZ RiverNorth Patriot ETF 0.3 75 -40 6.1 +3.1
ABFL Abacus FCF Leaders ETF 0.3 59 -24 5.5 +2.5
SBIO ALPS Medical Breakthroughs ETF 0.3 50 -15 0.0 -3.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 11.2 +8.2
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -45 11.7 +8.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 9.3 +6.3
MOO VanEck Agribusiness ETF 0.2 53 -18 10.2 +7.2
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 8.1 +5.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -10 8.9 +5.9
VEGN US Vegan Climate ETF 0.2 60 -25 4.5 +1.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 16 0.5 -2.5
IBB iShares Biotechnology ETF 0.2 45 -10 0.6 -2.4
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 9.7 +6.7
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.7 +2.7
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.2 +5.2
PKW Invesco Buyback Achievers ETF 0.1 62 -27 7.4 +4.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 4.8 +1.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 10.2 +7.2
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 4.2 +1.2
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 3.8 +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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.6 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.59
 
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.