SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 0.5% info Recommen-
dation		 AVOID
2023E    2024E
P/E
ratio		 127.0x P/Sales
ratio		 3.1x
P/BV
ratio		 3.2x Div.
yield		 0.5%


  • 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) $544
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 78
Wgt avg mkt cap (mns) $15,328
Large cap (>$10bn) 27.1%
Mid cap ($2-10bn) 35.9%
Small cap (<$2bn) 28.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SHOCKWAVE MEDICAL, INC. 2.1 %
HESKA CORP 1.9 %
UFP TECHNOLOGIES INC 1.9 %
FIGS, INC. CLASS A 1.9 %
OMNICELL INC 1.9 %
CONMED CORP 1.9 %
INTUITIVE SURGICAL INC 1.9 %
GLAUKOS CORP 1.8 %
INSPIRE MEDICAL SYSTEMS, INC. 1.8 %
ATRICURE INC 1.7 %
Total 18.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.4 %
BRITAIN 3.1 %
IRELAND 3.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.6% 2.4% 3.9% 12.5% 12.5%

Market Correlations
versus... Beta R-squared
S&P500 0.82 55%
MSCI EAFE 0.78 50%
MSCI Emg. Mkts. 0.64 33%

Technical Indicators
Recent close $95.49
30d moving avg. $96.10
Annualized volatility 20.1%
Short interest (ETF) 8.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 42

Liquidity measures
Avg. volume (thou.) 56
Turnover 1.0%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $2,891

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 605 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™: 0.5%


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 34.2 39 -4 4.6 +4.0
MDEV First Trust Indxx Medical Devices ETF 32.8 70 -35 3.4 +2.9
HTEC ROBO Global Healthcare Technology & Innovation ETF 32.0 68 -33 -0.9 -1.4
RYH Invesco S&P 500 Equal Weight Health Care ETF 29.0 40 -5 8.5 +8.0
BMED BlackRock Future Health ETF 24.9 85 -50 1.9 +1.4
FXH First Trust Health Care AlphaDEX Fund 18.9 61 -26 7.2 +6.6
PINK Simplify Health Care ETF 18.2 50 -15 5.1 +4.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 17.7 65 -30 -0.7 -1.3
VHT Vanguard Health Care Index Fund 17.7 10 25 6.8 +6.3
FHLC Fidelity MSCI Health Care Index ETF 17.6 8 27 6.7 +6.2
IYH iShares U.S. Healthcare ETF 17.2 39 -4 7.6 +7.1
PSCH Invesco S&P SmallCap Health Care ETF 17.1 29 6 3.1 +2.6
XLV Health Care Select Sector SPDR Fund 16.6 10 25 8.7 +8.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 16.1 60 -25 7.4 +6.9
PTH Invesco DWA Healthcare Momentum ETF 15.8 60 -25 -2.9 -3.5
GDOC Goldman Sachs Future Health Care Equity ETF 15.6 75 -40 1.6 +1.1
AGNG Global X Aging Population ETF 14.3 50 -15 4.1 +3.6
FDHT Fidelity Digital Health ETF 14.0 39 -4 0.2 -0.3
MEDI Harbor Health Care ETF 13.5 80 -45 1.2 +0.7
IXJ iShares Global Healthcare ETF 13.1 40 -5 7.7 +7.1
BTEC Principal Healthcare Innovators Index ETF 13.1 42 -7 -3.5 -4.0
ANEW ProShares MSCI Transformational Changes ETF 9.5 45 -10 5.5 +4.9
TMFS Motley Fool Small Cap Growth ETF 9.5 85 -50 2.9 +2.3
IQM Franklin Intelligent Machines ETF 8.3 50 -15 3.6 +3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 8.0 20 15 -8.5 -9.0
DTEC ALPS Disruptive Technologies ETF 7.9 50 -15 4.1 +3.6
HART IQ Healthy Hearts ETF 7.5 45 -10 6.2 +5.6
EDOC Global X Telemedicine & Digital Health ETF 7.3 68 -33 -6.8 -7.3
SANE Subversive Mental Health ETF 7.2 75 -40 5.8 +5.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.9 60 -25 6.2 +5.7
IWO iShares Russell 2000 Growth ETF 6.8 23 12 2.8 +2.3
VTWG Vanguard Russell 2000 Growth Index Fund 6.8 15 20 2.9 +2.4
PRAY FIS Biblically Responsible Risk Managed ETF 6.5 68 -33 6.1 +5.6
VFMO Vanguard U.S. Momentum Factor ETF 6.4 13 22 4.1 +3.5
CATH Global X S&P 500 Catholic Values Custom ETF 6.2 29 6 5.8 +5.3
HKND Humankind US Stock ETF 6.1 11 24 7.4 +6.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.0 60 -25 4.9 +4.4
ISCG iShares Morningstar Small-Cap Growth ETF 6.0 6 29 2.1 +1.5
BIBL Inspire ETF 5.9 35 0 5.7 +5.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.9 38 -3 7.4 +6.8
SPMV Invesco S&P 500 Minimum Variance ETF 5.8 10 25 6.1 +5.6
PSC Principal U.S. Small Cap Index ETF 5.8 38 -3 8.5 +8.0
ROBO Robo Global Robotics & Automation Index ETF 5.7 95 -60 3.3 +2.7
VBK Vanguard Small-Cap Growth Index Fund 5.7 7 28 1.7 +1.2
VOT Vanguard Mid-Cap Growth Index Fund 5.6 7 28 5.0 +4.5
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.6 49 -14 6.2 +5.6
KOMP SPDR Kensho New Economies Composite ETF 5.4 20 15 -1.1 -1.6
MTUM iShares MSCI USA Momentum Factor ETF 5.3 15 20 7.7 +7.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 5.2 95 -60 2.4 +1.9
IWP iShares Russell Mid-Cap Growth ETF 5.1 23 12 5.1 +4.6
SPGP Invesco S&P 500 GARP ETF 4.9 36 -1 9.3 +8.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.8 35 0 8.9 +8.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.7 25 10 6.9 +6.3
LRGE ClearBridge Large Cap Growth ESG ETF 4.7 59 -24 3.6 +3.1
SPLV Invesco S&P 500 Low Volatility ETF 4.7 25 10 6.8 +6.3
SMOT VanEck Morningstar SMID Moat ETF 4.7 49 -14 8.3 +7.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.7 65 -30 4.7 +4.2
SNPV Xtrackers S&P ESG Value ETF 4.6 15 20 6.7 +6.2
XMHQ Invesco S&P MidCap Quality ETF 4.6 25 10 9.4 +8.8
JOET Virtus Terranova US Quality Momentum ETF 4.6 29 6 6.6 +6.1
VO Vanguard Mid-Cap Index Fund 4.6 4 31 6.8 +6.2
ETHO Etho Climate Leadership U.S. ETF 4.6 47 -12 5.4 +4.9
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.6 108 -73 2.7 +2.1
CGDV Capital Group Dividend Value ETF 4.5 33 2 6.4 +5.8
BKUS BNY Mellon Sustainable US Equity ETF 4.5 60 -25 5.4 +4.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.5 49 -14 5.4 +4.9
AFMC First Trust Active Factor Mid Cap ETF 4.5 65 -30 9.8 +9.2
IMCG iShares Morningstar Mid-Cap Growth ETF 4.5 6 29 5.0 +4.5
SXQG 6 Meridian Quality Growth ETF 4.4 100 -65 5.2 +4.6
NZRO Strategy Shares Halt Climate Change ETF 4.4 95 -60 1.8 +1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 6.7 +6.2
TMDV ProShares Russell US Dividend Growers ETF 4.4 36 -1 6.4 +5.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.4 70 -35 6.2 +5.6
AFSM First Trust Active Factor Small Cap ETF 4.3 75 -40 10.1 +9.5
HVAL ALPS Hillman Active Value ETF 4.3 55 -20 7.6 +7.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.3 10 25 6.3 +5.7
FTGS First Trust Growth Strength ETF 4.3 60 -25 8.6 +8.0
TMFM Motley Fool Mid-Cap Growth ETF 4.3 85 -50 4.5 +3.9
VOOV Vanguard S&P 500 Value ETF 4.3 10 25 6.6 +6.1
IVE iShares S&P 500 Value ETF 4.3 18 17 6.5 +6.0
RSP Invesco S&P 500 Equal Weight ETF 4.2 20 15 7.0 +6.5
SPYV SPDR Portfolio S&P 500 Value ETF 4.2 4 31 6.7 +6.1
HLAL Wahed FTSE USA Shariah ETF 4.2 50 -15 5.6 +5.0
PWB Invesco Dynamic Large Cap Growth ETF 4.2 56 -21 5.1 +4.6
IUSV iShares Core S&P U.S. Value ETF 4.2 4 31 6.9 +6.3
NUMG Nuveen ESG Mid-Cap Growth ETF 4.2 30 5 4.5 +4.0
IWX iShares Russell Top 200 Value ETF 4.2 20 15 7.4 +6.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 4.1 40 -5 8.2 +7.6
SPXT ProShares S&P 500 Ex-Technology ETF 4.1 27 8 6.4 +5.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.1 15 20 4.3 +3.8
IWM iShares Russell 2000 ETF 4.1 19 16 4.5 +3.9
PSET Principal Price Setters Index ETF 4.0 15 20 6.7 +6.2
INNO Harbor Disruptive Innovation ETF 4.0 75 -40 -3.3 -3.9
LVOL American Century Low Volatility ETF 4.0 29 6 6.1 +5.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 57 -22 4.9 +4.3
VTWO Vanguard Russell 2000 Index Fund 4.0 10 25 4.4 +3.9
BFTR Future Innovators ETF 4.0 80 -45 2.4 +1.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 0 5.1 +4.5
XJH iShares ESG Screened S&P Mid-Cap ETF 4.0 12 23 8.3 +7.8
FLV American Century Focused Large Cap Value ETF 4.0 42 -7 6.9 +6.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.9 12 23 8.2 +7.6
IJK iShares S&P Mid-Cap 400 Growth ETF 3.9 17 18 7.2 +6.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.9 15 20 7.3 +6.7
FFTY Innovator IBD 50 ETF 3.9 80 -45 1.9 +1.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.9 15 20 7.2 +6.7
BOTZ Global X Robotics & Artificial Intelligence ETF 3.9 68 -33 2.9 +2.4
FLLV Franklin Liberty U.S. Low Volatility ETF 3.9 29 6 6.4 +5.8
IBRN iShares Neuroscience and Healthcare ETF 3.9 47 -12 -2.8 -3.3
SHE SPDR SSGA Gender Diversity Index ETF 3.9 20 15 6.0 +5.4
HLGE Hartford Longevity Economy ETF 3.9 44 -9 8.8 +8.2
GDEF Goldman Sachs Defensive Equity ETF 3.8 55 -20 5.2 +4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 3.8 4 31 6.1 +5.6
VSDA VictoryShares Dividend Accelerator ETF 3.8 35 0 7.0 +6.4
ENTR Entrepreneur 30 Fund 3.8 49 -14 2.4 +1.9
SFYX Sofi Next 500 ETF 3.8 0 35 6.2 +5.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.8 24 11 8.7 +8.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 3.8 50 -15 3.7 +3.2
SAGP Strategas Global Policy Opportunities ETF 3.8 65 -30 7.5 +6.9
HAPY Harbor Corporate Culture Leaders ETF 3.8 36 -1 4.8 +4.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.8 30 5 8.9 +8.4
RNLC Large Cap US Equity Select ETF 3.7 60 -25 7.6 +7.1
IMCB iShares Morningstar Mid-Cap ETF 3.7 4 31 6.9 +6.4
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.7 35 0 7.2 +6.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.7 20 15 7.7 +7.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.7 10 25 5.6 +5.0
VIG Vanguard Dividend Appreciation Index Fund 3.7 6 29 6.4 +5.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.7 15 20 8.9 +8.3
ISCB iShares Morningstar Small-Cap ETF 3.7 4 31 5.2 +4.7
MDY SPDR S&P Midcap 400 ETF Trust 3.7 22 13 8.2 +7.6
MAGA Point Bridge GOP Stock Tracker ETF 3.7 72 -37 6.8 +6.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.6 4 31 6.9 +6.4
WGRO WisdomTree U.S. Growth & Momentum Fund 3.6 55 -20 7.3 +6.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 26 6.9 +6.4
STXK Strive Small-Cap ETF 3.6 18 17 5.4 +4.9
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.6 60 -25 5.4 +4.9
IJH iShares Core S&P Mid-Cap ETF 3.6 5 30 8.4 +7.8
IVOO Vanguard S&P Mid-Cap 400 ETF 3.6 10 25 8.3 +7.8
SPMD SPDR Portfolio Mid Cap ETF 3.5 5 30 8.3 +7.8
FDMO Fidelity Momentum Factor ETF 3.5 29 6 5.1 +4.6
SLYV SPDR S&P 600 Small Cap Value ETF 3.5 15 20 9.2 +8.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 3.5 15 20 9.3 +8.7
IWD iShares Russell 1000 Value ETF 3.5 18 17 7.5 +6.9
VONV Vanguard Russell 1000 Value Index Fund 3.5 8 27 7.6 +7.0
IJS iShares S&P Small-cap 600 Value ETF 3.5 18 17 9.3 +8.7
CSML IQ Chaikin U.S. Small Cap ETF 3.5 35 0 6.6 +6.1
YPS Arrow Reverse Cap 500 ETF 3.5 29 6 6.9 +6.3
SSLY Syntax Stratified SmallCap ETF 3.5 35 0 7.2 +6.7
TPLC Timothy Plan US Large Cap Core ETF 3.4 52 -17 6.7 +6.2
SQLV Legg Mason Small-Cap Quality Value 3.4 61 -26 11.3 +10.8
VOE Vanguard Mid-Cap Value Index Fund 3.4 7 28 8.6 +8.1
RNSC Small Cap US Equity Select ETF 3.4 60 -25 9.0 +8.4
SPHB Invesco S&P 500 High Beta ETF 3.4 25 10 5.7 +5.2
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.9 +6.3
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -25 6.3 +5.8
SIZE iShares MSCI USA Size Factor ETF 3.4 15 20 6.7 +6.2
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.4 20 15 6.7 +6.2
DWAS Invesco DWA SmallCap Momentum ETF 3.4 60 -25 2.8 +2.3
UPWD JPMorgan Social Advancement ETF 3.3 49 -14 5.8 +5.2
PAWZ ProShares Pet Care ETF 3.3 50 -15 2.9 +2.4
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 27 8 5.9 +5.3
TMFX Motley Fool Next Index ETF 3.3 50 -15 3.7 +3.2
NUSC Nuveen ESG Small-Cap ETF 3.3 30 5 5.6 +5.0
VFQY Vanguard U.S. Quality Factor ETF 3.3 13 22 8.3 +7.7
SCHV Schwab U.S. Large-Cap Value ETF 3.3 4 31 7.6 +7.1
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -20 6.3 +5.8
STXG Strive 1000 Growth ETF 3.3 18 17 5.2 +4.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.3 60 -25 4.8 +4.3
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 3.3 17 18 5.7 +5.1
IWR iShares Russell Midcap ETF 3.3 18 17 6.5 +5.9
LGLV SPDR Russell 1000 Low Volatility ETF 3.3 12 23 6.0 +5.5
KRMA Global X Conscious Companies ETF 3.2 43 -8 6.4 +5.9
ESGV Vanguard ESG U.S. Stock ETF 3.2 9 26 5.8 +5.3
NULV Nuveen ESG Large-Cap Value ETF 3.2 25 10 8.5 +8.0
EQUL IQ Engender Equality ETF 3.2 45 -10 7.5 +6.9
JGRO JPMorgan Active Growth ETF 3.2 44 -9 4.2 +3.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.2 15 20 9.5 +8.9
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 70 -35 2.0 +1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 3.2 18 17 9.4 +8.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 15 7.9 +7.3
FSMD Fidelity Small-Mid Factor ETF 3.1 29 6 8.2 +7.7
MDYV SPDR S&P 400 Mid Cap Value ETF 3.1 15 20 9.5 +8.9
MGV Vanguard Mega Cap Value ETF 3.1 7 28 7.8 +7.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.1 15 20 6.2 +5.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 20 7.3 +6.8
SCHA Schwab U.S. Small-Cap ETF 3.1 4 31 5.6 +5.1
XMMO Invesco S&P MidCap Momentum ETF 3.1 33 2 6.7 +6.1
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 3.1 35 0 8.5 +7.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.1 7 28 5.9 +5.3
XVV iShares ESG Screened S&P 500 ETF 3.1 8 27 6.0 +5.4
PFM Invesco Dividend Achievers ETF 3.0 53 -18 6.4 +5.9
JHMM John Hancock Multifactor Mid Cap ETF 3.0 41 -6 7.7 +7.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.0 20 15 5.3 +4.7
FMIL Fidelity New Millennium ETF 3.0 59 -24 6.3 +5.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.0 14 21 6.1 +5.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.0 9 26 4.7 +4.1
VIOO Vanguard S&P Small-Cap 600 ETF 3.0 10 25 8.1 +7.6
VB Vanguard Small-Cap ETF 3.0 5 30 6.1 +5.5
IJR iShares Core S&P Small Cap ETF 3.0 6 29 8.1 +7.6
SLY SPDR S&P 600 Small Cap ETF 3.0 15 20 8.1 +7.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.0 5 30 8.2 +7.7
VDNI V-Shares US Leadership Diversity ETF 3.0 29 6 6.3 +5.8
ESG FlexShares STOXX US ESG Impact Index Fund 3.0 32 3 5.8 +5.3
XJR iShares ESG Screened S&P Small-Cap ETF 3.0 12 23 7.6 +7.0
BOSS Global X Founder-Run Companies ETF 3.0 45 -10 3.5 +2.9
SUSA iShares MSCI USA ESG Select ETF 3.0 25 10 6.2 +5.6
CGGO Capital Group Global Growth Equity ETF 2.9 47 -12 4.3 +3.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.9 59 -24 4.7 +4.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 24 6.5 +5.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 27 8 5.8 +5.3
JSML Janus Henderson Small Cap Growth Alpha ETF 2.9 30 5 8.9 +8.4
STXD Strive 1000 Dividend Growth ETF 2.9 35 0 6.3 +5.8
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.9 65 -30 7.2 +6.7
CGGR Capital Group Growth ETF 2.9 39 -4 4.0 +3.4
VTV Vanguard Value Index Fund 2.9 4 31 8.0 +7.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.9 55 -20 6.2 +5.7
DURA VanEck Morningstar Durable Dividend ETF 2.9 29 6 8.0 +7.5
SMDY Syntax Stratified MidCap ETF 2.9 35 0 8.1 +7.6
MOAT VanEck Morningstar Wide Moat ETF 2.9 47 -12 6.0 +5.4
ACVF American Conservative Values ETF 2.9 75 -40 5.3 +4.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 25 5.6 +5.1
CVAR Cultivar ETF 2.8 87 -52 8.6 +8.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.8 20 15 5.9 +5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 63 -28 3.6 +3.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.8 29 6 8.3 +7.8
CWS AdvisorShares Focused Equity ETF 2.8 66 -31 6.0 +5.4
IPDP Dividend Performers ETF 2.8 89 -54 6.0 +5.4
ESIX SPDR S&P SmallCap 600 ESG ETF 2.8 12 23 8.5 +7.9
NULG Nuveen ESG Large-Cap Growth ETF 2.8 25 10 4.9 +4.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.8 15 20 8.4 +7.8
TMFG Motley Fool Global Opportunities ETF 2.8 85 -50 4.2 +3.7
RPG Invesco S&P 500 Pure Growth ETF 2.8 35 0 8.6 +8.1
IVV iShares Core S&P 500 ETF 2.8 3 32 6.1 +5.6
VOO VANGUARD S&P 500 ETF 2.8 3 32 6.1 +5.6
SPY SPDR S&P 500 ETF Trust 2.8 9 26 6.1 +5.5
SPTM SPDR Portfolio Total Stock Market ETF 2.8 3 32 6.3 +5.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 2.8 75 -40 6.5 +5.9
SPLG SPDR Portfolio S&P 500 ETF 2.8 3 32 6.1 +5.6
IWC iShares Micro-Cap ETF 2.8 60 -25 -3.9 -4.4
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 30 5 9.4 +8.9
OALC OneAscent Large Cap Core ETF 2.8 76 -41 6.4 +5.9
FTCS First Trust Capital Strength ETF 2.8 55 -20 7.8 +7.2
RNDV US Equity Dividend Select ETF 2.8 50 -15 10.4 +9.8
IWV iShares Russell 3000 ETF 2.8 20 15 5.7 +5.2
VTI Vanguard Total Stock Market Index Fund 2.8 3 32 5.8 +5.3
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -54 6.3 +5.8
VTHR Vanguard Russell 3000 Index Fund 2.8 10 25 5.8 +5.3
DFUS Dimensional U.S. Equity ETF 2.8 11 24 6.0 +5.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.8 3 32 5.9 +5.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.8 64 -29 8.0 +7.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.7 85 -50 6.5 +6.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 20 8.4 +7.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.7 12 23 6.0 +5.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.7 20 15 5.8 +5.3
VV Vanguard Large-Cap Index Fund 2.7 4 31 6.0 +5.4
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 25 5.9 +5.3
FPX First Trust US IPO Index Fund 2.7 57 -22 1.1 +0.6
IYY iShares Dow Jones U.S. ETF 2.7 20 15 5.9 +5.3
PBUS Invesco PureBeta MSCI USA ETF 2.7 4 31 6.0 +5.5
STRV Strive 500 ETF 2.7 5 30 6.0 +5.4
QQQN VictoryShares Nasdaq Next 50 ETF 2.7 18 17 6.6 +6.1
DFAS Dimensional U.S. Small Cap ETF 2.7 28 7 6.9 +6.4
BOUT Innovator IBD Breakout Opportunities ETF 2.7 80 -45 2.7 +2.1
VONE Vanguard Russell 1000 ETF 2.7 8 27 6.0 +5.4
IWB iShares Russell 1000 ETF 2.7 15 20 5.9 +5.4
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 -14 6.3 +5.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.7 7 28 5.9 +5.4
SCHB Schwab U.S. Broad Market ETF 2.7 3 32 6.0 +5.4
ILCB iShares Morningstar U.S. Equity ETF 2.7 3 32 6.0 +5.5
ILCV iShares Morningstar Value ETF 2.7 4 31 7.7 +7.2
JHML John Hancock Multifactor Large Cap ETF 2.7 29 6 6.5 +6.0
DGRO iShares Core Dividend Growth ETF 2.7 8 27 7.3 +6.7
SCHK Schwab 1000 Index ETF 2.7 5 30 6.0 +5.5
VOTE Engine No. 1 Transform 500 ETF 2.6 5 30 6.0 +5.4
QGRO American Century STOXX U.S. Quality Growth ETF 2.6 29 6 5.9 +5.3
SCHX Schwab U.S. Large-Cap ETF 2.6 3 32 6.0 +5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.6 39 -4 4.1 +3.6
CSD Invesco S&P Spin-Off ETF 2.6 65 -30 6.4 +5.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.6 2 33 6.0 +5.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.6 39 -4 7.6 +7.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.6 18 17 8.0 +7.5
VUG Vanguard Growth Index Fund 2.6 4 31 4.8 +4.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 11 24 6.0 +5.5
ILCG iShares Morningstar Growth ETF 2.6 4 31 4.8 +4.3
CGUS Capital Group Core Equity ETF 2.5 33 2 5.8 +5.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 15 20 7.0 +6.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 17 7.0 +6.4
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 20 7.0 +6.5
NACP Impact Shares NAACP Minority Empowerment ETF 2.5 49 -14 5.8 +5.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 11 9.3 +8.8
NULC Nuveen ESG Large-Cap ETF 2.5 20 15 6.4 +5.9
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 21 6.2 +5.6
IWL iShares Russell Top 200 ETF 2.5 15 20 5.7 +5.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.5 52 -17 6.9 +6.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.5 70 -35 3.2 +2.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 15 7.0 +6.4
RVRB Reverb ETF 2.5 30 5 5.9 +5.4
ESGU iShares MSCI USA ESG Optimized ETF 2.5 15 20 6.0 +5.5
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 2.4 15 20 7.3 +6.8
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 35 5.9 +5.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.4 17 18 6.3 +5.8
FDG American Century Focused Dynamic Growth ETF 2.4 45 -10 3.0 +2.5
JAVA JPMorgan Active Value ETF 2.4 44 -9 7.0 +6.4
ISMD Inspire Small/Mid Cap Impact ETF 2.4 48 -13 5.8 +5.3
MGC Vanguard Mega Cap Index Fund 2.4 7 28 5.8 +5.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.4 25 10 6.6 +6.1
CACG ClearBridge All Cap Growth ETF 2.3 53 -18 3.9 +3.3
VXF Vanguard Extended Market Index Fund 2.3 6 29 4.3 +3.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.3 50 -15 5.6 +5.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.3 30 5 6.0 +5.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.3 20 15 8.5 +8.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.3 15 20 8.3 +7.8
SFY SoFi Select 500 ETF 2.3 0 35 5.8 +5.2
SDY SPDR S&P Dividend ETF 2.3 35 0 7.2 +6.7
HAPI Harbor Corporate Culture ETF 2.3 36 -1 5.6 +5.1
AFLG First Trust Active Factor Large Cap ETF 2.3 55 -20 7.5 +7.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 6.8 +6.3
VUSE Vident Core US Equity Fund 2.3 50 -15 7.4 +6.8
FDWM Fidelity Women's Leadership ETF 2.3 59 -24 5.9 +5.4
DFAU Dimensional US Core Equity Market ETF 2.2 12 23 6.2 +5.7
SCHM Schwab U.S. Mid-Cap ETF 2.2 4 31 6.5 +6.0
SNPE Xtrackers S&P 500 ESG ETF 2.2 10 25 6.1 +5.5
DFUV Dimensional US Marketwide Value ETF 2.2 23 12 8.9 +8.3
RESP WisdomTree US ESG Fund of Benef Interest 2.2 28 7 7.2 +6.7
DFLV Dimensional US Large Cap Value ETF 2.2 22 13 9.3 +8.8
CZA Invesco Zacks Mid-Cap ETF 2.2 69 -34 7.5 +6.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.2 75 -40 6.6 +6.1
DEF Invesco Defensive Equity ETF 2.2 55 -20 7.0 +6.4
LZRD Parabla Innovation ETF 2.2 69 -34 -8.0 -8.5
IWS iShares Russell Mid-Cap Value ETF 2.2 23 12 7.6 +7.0
DFSU Dimensional US Sustainability Core 1 ETF 2.1 18 17 6.8 +6.2
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -44 5.3 +4.7
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 2.1 30 5 8.9 +8.3
EGUS iShares ESG Aware MSCI USA Growth ETF 2.1 15 20 4.9 +4.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 29 9.1 +8.6
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.1 96 -61 5.5 +4.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 23 6.2 +5.7
RNMC Mid Cap US Equity Select ETF 2.1 60 -25 8.9 +8.4
CLRG IQ Chaikin U.S. Large Cap ETF 2.1 25 10 7.2 +6.7
SPHQ Invesco S&P 500 Quality ETF 2.1 15 20 6.2 +5.7
EQWL Invesco Russell Top 200 Equal Weight ETF 2.1 25 10 7.3 +6.8
WCEO Hypatia Women CEO ETF 2.0 85 -50 5.8 +5.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -30 2.4 +1.9
IBOT Vaneck Robotics ETF 2.0 47 -12 3.9 +3.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -24 7.4 +6.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.0 55 -20 4.2 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 2.0 40 -5 4.5 +3.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.0 25 10 9.9 +9.3
PEXL Pacer US Export Leaders ETF 2.0 60 -25 6.8 +6.3
QDF FlexShares Quality Dividend Index Fund 2.0 37 -2 8.0 +7.5
TOK iShares MSCI Kokusai ETF 2.0 25 10 6.3 +5.8
VONG Vanguard Russell 1000 Growth Index Fund 2.0 8 27 5.4 +4.9
IWF iShares Russell 1000 Growth ETF 2.0 18 17 5.3 +4.8
BLES Inspire Global Hope Large Cap ETF 2.0 49 -14 7.3 +6.7
CIRC JPMorgan Sustainable Consumption ETF 2.0 49 -14 5.6 +5.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 2.0 37 -2 8.7 +8.2
KOKU Xtrackers MSCI Kokusai Equity ETF 2.0 9 26 6.5 +6.0
ITAN Sparkline Intangible Value ETF 2.0 50 -15 7.1 +6.6
MGMT Ballast Small/Mid Cap ETF 1.9 110 -75 7.4 +6.9
IBUY Amplify Online Retail ETF 1.9 65 -30 -5.4 -5.9
ONLN ProShares Online Retail ETF 1.9 58 -23 -2.6 -3.2
IUS Invesco Strategic US ETF 1.9 19 16 7.5 +7.0
SDG iShares Sustainable MSCI Global Impact ETF 1.9 49 -14 6.7 +6.1
AVUS Avantis U.S. Equity ETF 1.9 15 20 7.1 +6.6
DSI iShares MSCI KLD 400 Social ETF 1.9 25 10 6.0 +5.5
SSPY Syntax Stratified LargeCap ETF 1.9 30 5 7.4 +6.8
URTH iShares MSCI World ETF 1.9 24 11 6.5 +5.9
RUFF Alpha Dog ETF 1.9 90 -55 5.6 +5.0
TIME Clockwise Capital Innovation ETF 1.9 95 -60 2.8 +2.3
GGRW Gabelli Growth Innovators ETF 1.9 90 -55 3.3 +2.8
GFGF Guru Favorite Stocks ETF 1.9 65 -30 6.5 +6.0
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.8 21 14 4.1 +3.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.8 48 -13 7.5 +6.9
SNSR Global X Internet of Things Thematic ETF 1.8 68 -33 4.5 +4.0
LRGF iShares Edge MSCI Multifactor USA ETF 1.8 8 27 7.1 +6.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.8 15 20 6.2 +5.6
PWC Invesco Dynamic Market ETF 1.8 60 -25 7.6 +7.1
GERM ETFMG Treatments Testing and Advancements ETF 1.8 68 -33 -9.2 -9.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 17 9.0 +8.4
MGK Vanguard Mega Cap Growth ETF 1.8 7 28 4.8 +4.3
HDUS Hartford Disciplined US Equity ETF 1.8 19 16 7.1 +6.6
VLU SPDR S&P 1500 Value Tilt ETF 1.8 12 23 8.5 +8.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 19 16 6.8 +6.3
REVS Columbia Research Enhanced Value ETF 1.7 19 16 9.1 +8.6
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 7 5.2 +4.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.7 49 -14 3.9 +3.4
FVD First Trust Value Line Dividend Index Fund 1.7 67 -32 6.7 +6.2
IUSG iShares Core S&P US Growth ETF 1.7 4 31 6.2 +5.6
BFOR Barron's 400 ETF 1.7 65 -30 9.1 +8.5
PRF Invesco FTSE RAFI US 1000 ETF 1.7 39 -4 7.8 +7.3
RAFE PIMCO RAFI ESG U.S. ETF 1.7 29 6 8.3 +7.7
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 23 6.7 +6.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.7 25 10 6.6 +6.0
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 -4 6.5 +5.9
FDLO Fidelity Low Volatility Factor ETF 1.7 29 6 5.9 +5.4
ARKG ARK Genomic Revolution ETF 1.7 75 -40 -10.7 -11.2
EES WisdomTree SmallCap Earnings Fund 1.7 38 -3 12.4 +11.8
ACWI iShares MSCI ACWI ETF 1.7 32 3 6.5 +6.0
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 -14 6.8 +6.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.6 15 20 8.4 +7.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.6 17 18 8.4 +7.9
ERSX ERShares NextGen Entrepreneurs ETF 1.6 75 -40 6.6 +6.1
FBCG Fidelity Blue Chip Growth ETF 1.6 59 -24 2.4 +1.8
TECB iShares US Tech Breakthrough Multisector ETF 1.6 40 -5 4.8 +4.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 15 6.8 +6.3
VT Vanguard Total World Stock ETF 1.6 7 28 6.7 +6.1
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.6 39 -4 6.2 +5.7
ARKQ Ark Autonomous Tech. & Robotics ETF 1.6 75 -40 1.9 +1.3
USMV iShares Edge MSCI Min Vol USA ETF 1.6 15 20 6.6 +6.0
VOOG Vanguard S&P 500 Growth ETF 1.6 10 25 6.1 +5.6
ISRA VanEck Israel ETF 1.6 59 -24 9.2 +8.7
ITEQ BlueStar Israel Technology ETF 1.6 75 -40 2.2 +1.7
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.6 35 0 8.6 +8.0
ROSC Hartford Multifactor Small Cap ETF 1.6 34 1 11.5 +11.0
IVW iShares S&P 500 Growth ETF 1.6 18 17 6.0 +5.5
EPS WisdomTree U.S. Earnings 500 Fund 1.6 8 27 7.5 +6.9
SPYG SPDR Portfolio S&P 500 Growth ETF 1.6 4 31 6.2 +5.6
KOCG FIS Knights of Columbus Global Belief ETF 1.6 75 -40 7.5 +7.0
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 8.7 +8.1
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -7 7.1 +6.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.6 25 10 7.7 +7.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.6 25 10 7.8 +7.3
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.6 42 -7 6.4 +5.9
VIRS Pacer BioThreat Strategy ETF 1.6 70 -35 6.9 +6.3
TMFC Motley Fool 100 Index ETF 1.6 50 -15 4.5 +4.0
TTAC TrimTabs US Free Cash Flow Quality ETF 1.6 59 -24 7.0 +6.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 59 -24 8.3 +7.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.6 75 -40 6.4 +5.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.6 69 -34 6.8 +6.3
EVX VanEck Environmental Services ETF 1.5 55 -20 3.5 +3.0
DGT SPDR Global Dow ETF 1.5 50 -15 7.8 +7.3
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.5 19 16 8.5 +7.9
QUS SPDR MSCI USA StrategicFactors ETF 1.5 15 20 6.7 +6.2
BFIT Global X Health & Wellness ETF 1.5 50 -15 5.6 +5.1
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 15 5.5 +4.9
QQQ Invesco QQQ Trust 1.5 20 15 5.1 +4.5
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 6.3 +5.8
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 5.4 +4.8
HEET Hartford Schroders ESG US Equity ETF 1.5 39 -4 7.0 +6.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 28 5.9 +5.3
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 25 6.1 +5.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 6.1 +5.5
DIP BTD Capital Fund 1.5 129 -94 4.6 +4.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 59 -24 5.9 +5.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -26 8.2 +7.6
XLG Invesco S&P 500 Top 50 ETF 1.5 20 15 5.2 +4.7
SDOG ALPS Sector Dividend Dogs ETF 1.5 40 -5 11.5 +10.9
DIVS SmartETFs Dividend Builder ETF 1.5 65 -30 5.3 +4.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.5 30 5 9.5 +8.9
DIVZ TrueShares Low Volatility Equity Income ETF 1.5 65 -30 8.9 +8.4
OAIE Optimize AI Smart Sentiment Event-Driven ETF 1.5 100 -65 6.0 +5.5
GDVD R3 Global Dividend Growth ETF 1.5 88 -53 7.1 +6.5
ABEQ Absolute Core Strategy ETF 1.5 85 -50 4.9 +4.4
DVND Touchstone Dividend Select ETF 1.5 67 -32 6.8 +6.2
LCF Touchstone US Large Cap Focused ETF 1.5 69 -34 5.0 +4.5
HDV iShares Core High Dividend ETF 1.5 8 27 9.6 +9.1
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 15 9.5 +9.0
STXV Strive 1000 Value ETF 1.5 18 17 8.7 +8.1
FEMA Procure Disaster Recovery Strategy ETF 1.5 75 -40 5.4 +4.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.4 80 -45 7.1 +6.5
NUDV Nuveen ESG Dividend ETF 1.4 25 10 8.2 +7.6
QDEF FlexShares Quality Dividend Defensive Index Fund 1.4 37 -2 7.5 +7.0
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 -15 10.2 +9.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.4 12 23 5.5 +5.0
PJP Invesco Dynamic Pharmaceuticals ETF 1.4 58 -23 7.5 +6.9
ECOZ TrueMark ESG Active Opportunities ETF 1.4 58 -23 4.9 +4.4
PWV Invesco Dynamic Large Cap Value ETF 1.4 58 -23 8.9 +8.4
JFWD Jacob Forward ETF 1.4 75 -40 -12.0 -12.6
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 13 6.1 +5.6
IVEG iShares Emergent Food and AgTech Multisector ETF 1.4 47 -12 8.9 +8.4
QUAL iShares MSCI Usa Quality Factor ETF 1.4 15 20 7.2 +6.7
DFSV Dimensional US Small Cap Value ETF 1.4 31 4 9.5 +8.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.4 15 20 5.7 +5.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 15 8.9 +8.4
LEAD Siren DIVCON Leaders Dividend ETF 1.4 43 -8 6.5 +5.9
LYFE 2nd Vote Life Neutral Plus ETF 1.4 75 -40 7.3 +6.8
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 1.4 45 -10 6.2 +5.6
EGIS 2nd Vote Society Defended ETF 1.4 75 -40 6.7 +6.1
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.4 48 -13 8.0 +7.4
XDAT Franklin Exponential Data ETF 1.4 50 -15 4.0 +3.5
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 0 11.7 +11.1
CBSE Changebridge Capital Sustainable Equity ETF 1.4 85 -50 3.3 +2.8
FIW First Trust Water ETF 1.4 53 -18 4.5 +4.0
PDP Invesco DWA Momentum ETF 1.4 62 -27 6.0 +5.4
TOLL Tema Monopolies and Oligopolies ETF 1.4 75 -40 4.0 +3.5
RWL Invesco S&P 500 Revenue ETF 1.4 39 -4 7.5 +6.9
EZM WisdomTree U.S. MidCap Earnings Fund 1.4 38 -3 11.3 +10.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 6.4 +5.9
BUL Pacer US Cash Cows Growth ETF 1.4 60 -25 11.4 +10.8
ZIG The Acquirers Fund 1.4 89 -54 17.9 +17.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 -14 7.5 +6.9
IWY iShares Russell Top 200 Growth ETF 1.3 20 15 5.4 +4.9
IQSU IQ Candriam ESG US Equity ETF 1.3 9 26 5.6 +5.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -40 4.9 +4.4
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.3 16 19 -0.8 -1.3
WRND IQ Global Equity R&D Leaders ETF 1.3 18 17 7.5 +7.0
DSTL Distillate US Fundamental Stability & Value ETF 1.3 39 -4 8.2 +7.7
PRNT The 3D Printing ETF 1.3 66 -31 -4.0 -4.5
DFAT Dimensional U.S. Targeted Value ETF 1.3 29 6 9.5 +9.0
DFND Siren DIVCON Dividend Defender ETF 1.3 150 -115 5.8 +5.2
FDRR Fidelity Dividend ETF for Rising Rates 1.3 29 6 9.1 +8.6
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 7.3 +6.7
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 23 9.7 +9.1
PY Principal Shareholder Yield Index ETF 1.2 15 20 8.2 +7.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.2 35 0 9.4 +8.9
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 5 7.1 +6.6
OEF iShares S&P 100 ETF 1.2 20 15 5.7 +5.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.2 59 -24 15.8 +15.3
BRNY Burney U.S. Factor Rotation ETF 1.2 79 -44 8.2 +7.7
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 29 8.5 +7.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 -15 8.7 +8.1
KRUZ Unusual Whales Subversive Republican Trading ETF 1.2 75 -40 6.3 +5.7
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 1.2 127 -92 2.1 +1.5
ROUS Hartford Multifactor US Equity ETF 1.2 19 16 8.6 +8.1
DTD WisdomTree U.S.Total Dividend Fund 1.2 28 7 7.6 +7.1
RFFC RiverFront Dynamic US Flex-Cap ETF 1.1 52 -17 7.4 +6.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 41 -6 6.7 +6.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 16 7.2 +6.6
FITE SPDR Kensho Future Security ETF 1.1 45 -10 3.3 +2.8
UVDV UVA Dividend Value ETF 1.1 80 -45 7.8 +7.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.1 45 -10 1.9 +1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 -4 10.5 +10.0
RYJ Invesco Raymond James SB-1 Equity ETF 1.1 81 -46 5.4 +4.8
XT iShares Exponential Technologies ETF 1.1 46 -11 3.5 +2.9
MOON Direxion Moonshot Innovators ETF 1.1 65 -30 -19.6 -20.1
JHDV John Hancock U.S. High Dividend ETF 1.1 34 1 8.3 +7.8
SMMD iShares Russell 2500 ETF 1.1 15 20 6.3 +5.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 6 6.1 +5.6
RECS Columbia Research Enhanced Core ETF 1.0 15 20 7.1 +6.6
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 20 5.7 +5.1
FLDZ RiverNorth Volition America Patriot ETF 1.0 70 -35 6.9 +6.3
VYM Vanguard High Dividend Yield Index ETF 1.0 6 29 8.4 +7.9
MOO VanEck Agribusiness ETF 1.0 52 -17 9.0 +8.5
IOO iShares Global 100 ETF 1.0 40 -5 6.3 +5.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 6 8.3 +7.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.0 18 17 6.5 +6.0
GVLU Gotham 1000 Value ETF 1.0 50 -15 10.8 +10.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 -4 10.0 +9.5
MVPS Amplify Thematic All-Stars ETF 0.9 49 -14 2.0 +1.5
VFMF Vanguard U.S. Multifactor ETF 0.9 18 17 10.1 +9.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.9 35 0 7.3 +6.8
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 10 5.3 +4.8
VBR Vanguard Small Cap Value Index Fund 0.9 7 28 9.2 +8.6
IWN iShares Russell 2000 Value ETF 0.9 23 12 6.3 +5.8
VTWV Vanguard Russell 2000 Value Index Fund 0.9 15 20 6.1 +5.6
LETB AdvisorShares Let Bob AI Powered Momentum ETF 0.9 107 -72 7.1 +6.6
AHOY Newday Ocean Health ETF 0.9 75 -40 6.3 +5.8
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 0.9 20 15 9.2 +8.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 23 6.7 +6.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 9.9 +9.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.9 47 -12 -0.8 -1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.9 52 -17 6.5 +6.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 112 -77 5.4 +4.9
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -14 11.8 +11.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 10 7.8 +7.2
WKLY SoFi Weekly Dividend ETF 0.8 49 -14 8.8 +8.2
DIVB iShares Core Dividend 0.8 5 30 8.9 +8.4
GLOF iShares Global Equity Factor ETF 0.8 20 15 8.7 +8.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.8 82 -47 6.7 +6.1
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 10 6.9 +6.3
AIEQ AI Powered Equity ETF 0.8 75 -40 6.8 +6.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 1.1 +0.6
IBB iShares NASDAQ Biotechnology ETF 0.8 44 -9 0.7 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -24 10.4 +9.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 20 7.8 +7.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 10 7.8 +7.2
DUHP Dimensional US High Profitability ETF 0.7 22 13 8.4 +7.9
FDVV Fidelity Core Dividend ETF 0.7 29 6 11.1 +10.5
IPO Renaissance IPO ETF 0.7 60 -25 -0.2 -0.7
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 9.8 +9.3
WLDR Affinity World Leaders Equity ETF 0.7 67 -32 9.6 +9.1
VFMV Vanguard U.S. Minimum Volatility ETF 0.7 13 22 6.5 +5.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 69 -34 11.4 +10.8
KLDW Gavekal Knowledge Leaders Developed World ETF 0.6 75 -40 5.7 +5.1
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 15 8.0 +7.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.6 28 7 6.6 +6.1
STLV iShares Factors US Value Style ETF 0.6 25 10 10.7 +10.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.5 60 -25 10.1 +9.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.5 20 15 6.3 +5.8
EQOP Natixis U.S. Equity Opportunities ETF 0.5 85 -50 5.7 +5.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 71 -36 11.8 +11.2
USMF WisdomTree U.S. Multifactor Fund 0.4 28 7 8.5 +8.0
ARKK ARK Innovation ETF 0.4 75 -40 -6.3 -6.9
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.4 36 -1 8.9 +8.3
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.4 38 -3 11.3 +10.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -35 12.9 +12.3
JEPI JPMorgan Equity Premium Income ETF 0.3 35 0 6.1 +5.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.3 35 0 9.6 +9.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -4 8.4 +7.8
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 7.5 +7.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 0 12.6 +12.0
VFVA Vanguard U.S. Value Factor ETF 0.3 13 22 12.0 +11.4
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 8 10.3 +9.8
VALQ American Century STOXX U.S. Quality Value ETF 0.2 29 6 10.0 +9.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 0 7.8 +7.2
FBCV Fidelity Blue Chip Value ETF 0.2 59 -24 7.6 +7.1
ESGS Columbia Sustainable U.S. Equity Income ETF 0.2 35 0 7.7 +7.1
SQEW LeaderShares Equity Skew ETF 0.2 75 -40 5.4 +4.8
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 10 11.2 +10.7
VERS ProShares Metaverse ETF 0.2 58 -23 -5.3 -5.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -40 5.7 +5.1
SFYF SoFi 50 ETF 0.1 29 6 -6.4 -7.0
VLUE iShares MSCI USA Value Factor ETF 0.1 15 20 12.0 +11.4
VEGN US Vegan Climate ETF 0.0 60 -25 5.5 +4.9
XLI Industrial Select Sector SPDR Fund 0.0 10 25 5.8 +5.3
ARB AltShares Merger Arbitrage ETF -0.0 67 -32 8.0 +7.5

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 2.8 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 0.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.42 CATEGORY
AVERAGE		 1.50
 
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.