State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.1x P/Sales
ratio		 2.2x
P/BV
ratio		 2.0x Div.
yield		 0.7%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jan 26, 2011
Assets (mns) $138
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 64
Wgt avg mkt cap (mns) $22,809
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
STAAR SURGICAL CO 2.6 %
GLAUKOS CORP 2.0 %
BUTTERFLY NETWORK, INC. CLASS A 1.9 %
MEDLINE INC-CL A 1.9 %
TELEFLEX INC 1.9 %
LEMAITRE VASCULAR INC 1.9 %
GLOBUS MEDICAL INC - A 1.8 %
CRYOLIFE INC 1.8 %
MASIMO CORPORATION 1.8 %
GE HEALTHCARE TECHNOLOGIES INC. 1.8 %
Total 19.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.6 %
IRELAND 3.5 %
BRITAIN 3.2 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-11.3% -4.7% -8.1% 6.4% 8.6%

Market Correlations
versus... Beta R-squared
S&P500 0.92 53%
MSCI EAFE 0.90 44%
MSCI Emg. Mkts. 0.67 32%

Technical Indicators
Recent close $83.81
30d moving avg. $80.72
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 20
Turnover 1.2%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 695 potential alternatives to the State Street SPDR S&P Health Care Equipment ETF ETF based on the alternatives' overlap in portfolio holdings with XHE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHE Expense: 35 bp ALTAR Score™: 3.7%


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 35.3 70 -35 4.7 +1.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 30.8 68 -33 2.4 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.6 40 -5 7.4 +3.8
FXH First Trust Health Care AlphaDEX Fund 22.5 62 -27 4.8 +1.1
PSCH Invesco S&P SmallCap Health Care ETF 21.6 29 6 2.5 -1.2
HEAL Global X HealthTech ETF 20.8 50 -15 -1.5 -5.1
FMED Fidelity Disruptive Medicine ETF 17.6 50 -15 -1.2 -4.8
FDHT Fidelity Digital Health ETF 16.8 39 -4 1.7 -2.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 16.6 65 -30 0.6 -3.1
FHLC Fidelity MSCI Health Care Index ETF 15.4 8 27 5.4 +1.8
IYH iShares U.S. Healthcare ETF 15.2 40 -5 5.9 +2.3
VHT Vanguard Health Care ETF 14.7 9 26 5.2 +1.5
XLV Health Care Select Sector SPDR 14.3 8 27 6.7 +3.1
AGNG Global X Aging Population ETF 13.0 50 -15 4.1 +0.4
BMED Future Health ETF 11.9 85 -50 1.2 -2.5
IXJ iShares Global Healthcare ETF 11.7 42 -7 6.2 +2.6
ANEW ProShares MSCI Transformational Changes ETF 10.9 45 -10 4.5 +0.9
HRTS Tema Heart & Health ETF 10.4 75 -40 2.9 -0.8
CSMD Congress SMid Growth ETF 9.6 69 -34 3.5 -0.1
LFSC F/m Emerald Life Sciences Innovation ETF 8.9 79 -44 0.0 -3.7
HART IQ Healthy Hearts ETF 8.7 45 -10 5.7 +2.1
GDOC Goldman Sachs Future Health Care Equity ETF 8.7 75 -40 0.9 -2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 8.6 20 15 -4.0 -7.6
PINK Simplify Health Care ETF 8.4 50 -15 0.9 -2.7
USRD Themes US R&D Champions ETF 8.1 29 6 4.2 +0.6
DTEC ALPS Disruptive Technologies ETF 8.1 50 -15 3.8 +0.1
MEDI Harbor Health Care ETF 7.7 80 -45 -1.4 -5.1
RUNN Running Oak Efficient Growth ETF 6.8 58 -23 4.7 +1.0
SMOT VanEck Morningstar SMID Moat ETF 6.8 49 -14 6.6 +2.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.7 60 -25 4.1 +0.4
TMFM Motley Fool Mid-Cap Growth ETF 6.6 85 -50 2.1 -1.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.5 49 -14 5.1 +1.5
JDOC JPMorgan Healthcare Leaders ETF 6.3 65 -30 3.5 -0.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.3 60 -25 -1.6 -5.2
SQLV Royce Quant Small-Cap Quality Value ETF 5.9 60 -25 8.2 +4.5
MID American Century Mid Cap Growth Impact ETF 5.7 45 -10 3.0 -0.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.6 60 -25 3.9 +0.2
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 6 3.9 +0.2
PSET Principal Quality ETF 5.4 15 20 4.8 +1.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.1 40 -5 5.5 +1.8
FLV American Century Focused Large Cap Value ETF 5.1 42 -7 6.1 +2.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.1 15 20 3.1 -0.6
KNO AXS Knowledge Leaders ETF 5.0 78 -43 4.4 +0.7
CWS AdvisorShares Focused Equity ETF 5.0 84 -49 4.7 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.9 58 -23 3.4 -0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 4.9 +1.2
TMFS Motley Fool Small-Cap Growth ETF 4.9 85 -50 1.2 -2.5
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.0 +1.3
GGRW Gabelli Growth Innovators ETF 4.9 90 -55 2.0 -1.7
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -50 4.1 +0.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 3.1 -0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.7 38 -3 5.3 +1.6
GINN Goldman Sachs Innovate Equity ETF 4.6 52 -17 3.8 +0.2
SMAP Amplify Small-Mid Cap Equity ETF 4.6 60 -25 4.5 +0.8
VOT Vanguard Mid-Cap Growth ETF 4.6 7 28 3.2 -0.5
SXQG ETC 6 Meridian Quality Growth ETF 4.5 100 -65 2.9 -0.8
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 6.3 +2.6
TMFX Motley Fool Next Index ETF 4.4 50 -15 3.1 -0.6
PCGG Polen Capital Global Growth ETF 4.4 85 -50 3.8 +0.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 0 5.4 +1.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.3 70 -35 4.7 +1.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.3 49 -14 3.5 -0.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.3 55 -20 9.2 +5.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -23 4.9 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 4.3 10 25 5.1 +1.5
DAK Dakota Active Equity ETF 4.3 43 -8 3.8 +0.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 4.2 55 -20 3.2 -0.4
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 0 4.2 +0.5
QGRO American Century U.S. Quality Growth ETF 4.2 29 6 3.9 +0.2
AQEC AQE Core ETF 4.1 49 -14 5.2 +1.5
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.1 12 23 6.9 +3.2
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 12 2.8 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 20 5.7 +2.0
DURA VanEck Durable High Dividend ETF 4.0 29 6 6.5 +2.8
MNZL Manzil Russell Halal USA Broad MarketETF 4.0 40 -5 4.0 +0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -17 4.9 +1.3
NIXT Research Affiliates Deletions ETF 4.0 9 26 6.8 +3.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 0 3.7 +0.1
PWB Invesco Large Cap Growth ETF 3.9 56 -21 2.1 -1.6
JSML Janus Henderson Small Cap Growth Alpha ETF 3.8 30 5 2.8 -0.9
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -12 4.4 +0.8
CATH Global X S&P 500 Catholic Values Custom ETF 3.7 29 6 4.1 +0.4
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 6.1 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 3.7 75 -40 3.0 -0.6
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 9.6 +6.0
FSGS First Trust SMID Growth Strength ETF 3.6 60 -25 4.8 +1.2
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 0 6.5 +2.9
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -11 5.5 +1.9
MVAL VanEck Morningstar Wide Moat Value ETF 3.5 49 -14 6.2 +2.5
ABEQ Absolute Select Value ETF 3.5 85 -50 4.3 +0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.5 50 -15 3.4 -0.3
POWA Invesco Bloomberg Pricing Power ETF 3.5 40 -5 5.6 +1.9
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -25 4.9 +1.2
AFSM First Trust Active Factor Small Cap ETF 3.4 75 -40 6.0 +2.4
BLCV iShares Large Cap Value Active ETF 3.4 53 -18 6.5 +2.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.4 59 -24 4.7 +1.0
FPX First Trust US Equity Opportunities ETF 3.4 61 -26 0.9 -2.8
FTGS First Trust Growth Strength ETF 3.4 60 -25 3.6 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 3.4 71 -36 -0.6 -4.3
DSTL Distillate US Fundamental Stability & Value ETF 3.3 39 -4 7.8 +4.1
DBSC Deepwater Beachfront Small Cap ETF 3.3 85 -50 1.2 -2.5
CGDV Capital Group Dividend Value ETF 3.3 33 2 4.0 +0.3
CVAR Cultivar ETF 3.3 87 -52 7.0 +3.4
JGRW Jensen Quality Growth ETF 3.3 57 -22 4.0 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.3 65 -30 3.7 +0.0
SPIT F/m Emerald Special Situations ETF 3.3 105 -70 -0.7 -4.4
LCF Touchstone US Large Cap Focused ETF 3.3 69 -34 3.7 -0.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.5 +0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 20 6.5 +2.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.3 35 0 5.3 +1.7
DVND Touchstone Dividend Select ETF 3.3 67 -32 5.4 +1.7
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 6.0 +2.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.3 40 -5 5.3 +1.6
XOEF iShares S&P 500 ex S&P 100 ETF 3.3 20 15 4.8 +1.1
BFOR ALPS Barron's 400 ETF 3.3 65 -30 5.0 +1.4
PSC Principal U.S. Small-Cap ETF 3.3 38 -3 3.8 +0.2
FTCS First Trust Capital Strength ETF 3.3 55 -20 5.5 +1.8
ROSC Hartford Multifactor Small Cap ETF 3.3 34 1 7.4 +3.7
IWFG IQ Winslow Focused Large Cap Growth ETF 3.2 65 -30 2.2 -1.5
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 17 6.1 +2.4
QLTY GMO U.S. Quality ETF 3.2 50 -15 4.0 +0.4
PRAY FIS Christian Stock Fund 3.2 69 -34 4.0 +0.3
JEPI JPMorgan Equity Premium Income ETF 3.2 35 0 4.9 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 5.8 +2.2
XJR iShares ESG Screened S&P Small-Cap ETF 3.1 12 23 6.4 +2.7
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.3 +1.7
CHRI Global X S&P 500 Christian Values ETF 3.1 29 6 4.1 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.1 +0.4
IWO iShares Russell 2000 Growth ETF 3.1 24 11 0.5 -3.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.1 12 23 5.5 +1.8
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 26 4.8 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.1 20 15 4.5 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 23 3.5 -0.1
DFLV Dimensional US Large Cap Value ETF 3.0 22 13 6.3 +2.7
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.6 +1.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -20 4.2 +0.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.4 +2.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.0 15 20 7.2 +3.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 4 5.8 +2.1
FFND Future Fund Active ETF 3.0 100 -65 4.3 +0.7
VO Vanguard Mid-Cap ETF 3.0 4 31 5.4 +1.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.0 39 -4 3.9 +0.2
RND First Trust Bloomberg R&D Leaders ETF 3.0 60 -25 2.5 -1.2
CAML Congress Large Cap Growth ETF 3.0 66 -31 2.4 -1.3
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.7 -0.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.0 20 15 0.8 -2.8
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 29 3.5 -0.2
JPSV JPMorgan Active Small Cap Value ETF 3.0 74 -39 7.7 +4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 3.8 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 25 4.4 +0.7
QDIV Global X S&P 500 Quality Dividend ETF 2.9 20 15 8.0 +4.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.9 12 23 3.5 -0.2
HLAL Wahed FTSE USA Shariah ETF 2.9 50 -15 3.8 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.9 10 25 9.3 +5.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.9 60 -25 3.5 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.9 45 -10 3.8 +0.1
SWP SWP Growth & Income ETF 2.9 99 -64 4.2 +0.5
ROBO ROBO Global Robotics & Automation Index ETF 2.9 95 -60 2.5 -1.1
FFOX FundX Future Fund Opportunities ETF 2.9 100 -65 2.4 -1.3
SDY State Street SPDR S&P Dividend ETF 2.8 35 0 6.2 +2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.8 20 15 4.2 +0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 26 3.9 +0.2
DFUV Dimensional US Marketwide Value ETF 2.8 22 13 6.4 +2.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.8 15 20 9.3 +5.6
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 9 3.0 -0.7
IJS iShares S&P Small-Cap 600 Value ETF 2.8 18 17 9.2 +5.5
TMFG Motley Fool Global Opportunities ETF 2.8 85 -50 3.7 +0.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.8 7 28 6.4 +2.7
CHGX AXS Change Finance ESG ETF 2.8 49 -14 4.7 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 26 5.6 +2.0
AVSC Avantis U.S Small Cap Equity ETF 2.8 25 10 4.8 +1.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 22 5.7 +2.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.7 3 32 6.6 +2.9
ISMD Inspire Small/Mid Cap ETF 2.7 54 -19 5.4 +1.7
PEXL Pacer US Export Leaders ETF 2.7 60 -25 3.3 -0.4
IBRN iShares Neuroscience and Healthcare ETF 2.7 47 -12 0.0 -3.7
IJR iShares Core S&P Small Cap ETF 2.7 6 29 6.5 +2.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.7 12 23 5.6 +2.0
GVLU Gotham 1000 Value ETF 2.7 50 -15 8.3 +4.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -24 7.7 +4.1
FEGE First Eagle Global Equity ETF 2.7 79 -44 6.0 +2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 5.3 +1.6
TMAT Main Thematic Innovation ETF 2.7 164 -129 -2.0 -5.6
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 9 5.4 +1.7
RAFE PIMCO RAFI ESG U.S. ETF 2.7 29 6 6.5 +2.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 20 3.8 +0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 25 3.8 +0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 6.1 +2.5
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 17 3.8 +0.1
TOLL Tema Durable Quality ETF 2.6 75 -40 4.0 +0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 26 4.4 +0.8
CSD Invesco S&P Spin-Off ETF 2.6 65 -30 3.8 +0.1
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 4.9 +1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 5 7.5 +3.9
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 -17 7.5 +3.8
SIZE iShares MSCI USA Size Factor ETF 2.5 15 20 5.6 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.5 42 -7 4.1 +0.5
IWX iShares Russell Top 200 Value ETF 2.5 20 15 5.2 +1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 -14 4.7 +1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.4 +1.7
ITAN Sparkline Intangible Value ETF 2.5 50 -15 6.3 +2.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -30 1.6 -2.1
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -30 3.5 -0.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 29 2.8 -0.9
VTWG Vanguard Russell 2000 Growth ETF 2.5 10 25 0.7 -3.0
FSST Fidelity Sustainable U.S. Equity ETF 2.5 59 -24 3.3 -0.3
SVAL iShares US Small Cap Value Factor ETF 2.5 20 15 7.6 +3.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 4.5 +0.8
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.8 +1.1
ACVF American Conservative Values ETF 2.4 75 -40 3.8 +0.2
MFVL Motley Fool Value Factor ETF 2.4 50 -15 5.8 +2.1
PRXV Praxis Impact Large Cap Value ETF 2.4 36 -1 5.8 +2.1
ARB AltShares Merger Arbitrage ETF 2.4 77 -42 2.6 -1.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.4 15 20 4.1 +0.5
VUSV Vanguard Wellington U.S. Value Active ETF 2.4 30 5 5.9 +2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.4 +0.7
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.4 +0.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 15 4.3 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 26 4.1 +0.5
DGRO iShares Core Dividend Growth ETF 2.3 8 27 5.6 +2.0
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 -7 5.5 +1.9
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 6.7 +3.0
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 4.7 +1.0
VIG Vanguard Dividend Appreciation ETF 2.3 5 30 5.0 +1.3
CZA Invesco Zacks Mid-Cap ETF 2.3 72 -37 5.9 +2.3
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 22 5.7 +2.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.3 49 -14 3.8 +0.2
IWD iShares Russell 1000 Value ETF 2.3 19 16 5.6 +1.9
IMCB iShares Morningstar Mid-Cap ETF 2.3 4 31 5.4 +1.8
OPTZ Optimize Strategy Index ETF 2.3 50 -15 3.8 +0.1
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 18 6.6 +2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 11 6.1 +2.5
BOTZ Global X Robotics & Artificial Intelligence ETF 2.3 69 -34 1.9 -1.8
IWR iShares Russell Midcap ETF 2.3 19 16 5.5 +1.8
SCHV Schwab U.S. Large-Cap Value ETF 2.3 4 31 5.8 +2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -35 2.1 -1.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.4 -1.3
ISCB iShares Morningstar Small-Cap ETF 2.2 4 31 5.5 +1.8
VONV Vanguard Russell 1000 Value ETF 2.2 7 28 5.7 +2.0
PTL Inspire 500 ETF 2.2 9 26 4.5 +0.8
SUSA iShares MSCI USA ESG Select ETF 2.2 25 10 4.2 +0.5
WCEO Hypatia Women CEO ETF 2.2 85 -50 4.9 +1.2
BIBL Inspire 100 ETF 2.2 35 0 4.4 +0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 2.2 17 18 4.1 +0.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.2 15 20 4.2 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.1 18 17 6.9 +3.2
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 -25 4.5 +0.9
CGGR Capital Group Growth ETF 2.1 39 -4 2.5 -1.1
VOOV Vanguard S&P 500 Value ETF 2.1 7 28 5.8 +2.1
IVE iShares S&P 500 Value ETF 2.1 18 17 5.7 +2.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.1 4 31 5.8 +2.1
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 5.0 +1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 -1 4.2 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 20 4.1 +0.4
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 17 4.5 +0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.1 35 0 6.4 +2.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.1 17 18 5.1 +1.4
RSSL Global X Russell 2000 ETF 2.1 8 27 2.8 -0.9
IQM Franklin Intelligent Machines ETF 2.1 50 -15 1.2 -2.5
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -30 4.7 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 26 4.2 +0.5
MGV Vanguard Mega Cap Value ETF 2.1 7 28 5.6 +2.0
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -20 3.8 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 10 25 4.2 +0.5
IUSV iShares Core S&P US Value ETF 2.1 4 31 5.9 +2.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 15 6.1 +2.5
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.3 +0.6
OALC OneAscent Large Cap Core ETF 2.0 86 -51 3.6 -0.1
IWM iShares Russell 2000 ETF 2.0 19 16 2.7 -0.9
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 29 7.9 +4.3
VBK Vanguard Small-Cap Growth ETF 2.0 7 28 1.3 -2.4
STXD Strive 1000 Dividend Growth ETF 2.0 35 0 4.4 +0.8
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -44 3.4 -0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 16 5.0 +1.3
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 5.9 +2.3
TOPC iShares S&P 500 3% Capped ETF 2.0 15 20 4.5 +0.8
VOE Vanguard Mid-Cap Value ETF 2.0 7 28 6.9 +3.2
BUL Pacer US Cash Cows Growth ETF 2.0 60 -25 3.4 -0.3
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -13 3.9 +0.2
JHML John Hancock Multifactor Large Cap ETF 2.0 29 6 4.6 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 17 5.8 +2.2
STXV Strive 1000 Value ETF 2.0 18 17 7.0 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.0 25 10 8.0 +4.4
PBUS Invesco MSCI USA ETF 2.0 4 31 4.3 +0.7
STXK Strive Small-Cap ETF 2.0 18 17 5.3 +1.6
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 4.5 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.0 +1.4
VFMF Vanguard U.S. Multifactor ETF 1.9 18 17 6.8 +3.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.9 48 -13 5.6 +1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 3 4.1 +0.5
NULC Nuveen ESG Large-Cap ETF 1.9 21 14 4.1 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 24 4.3 +0.6
SNSR Global X Internet of Things ETF 1.9 68 -33 3.9 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 33 4.3 +0.6
NACP Impact Shares NAACP Minority Empowerment ETF 1.9 49 -14 4.0 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.9 4 31 4.5 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 35 4.3 +0.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 6 6.5 +2.9
VOTE TCW Transform 500 ETF 1.9 5 30 4.2 +0.6
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.4 +0.8
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.4 -0.2
MAGA Point Bridge America First ETF 1.9 72 -37 5.2 +1.5
ARKG ARK Genomic Revolution ETF 1.9 75 -40 -1.6 -5.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 28 4.2 +0.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.9 49 -14 8.4 +4.7
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.2 +0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.9 70 -35 4.0 +0.3
DVGR DAC 3D Dividend Growth ETF 1.9 65 -30 4.7 +1.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.9 28 7 5.0 +1.4
KRMA Global X Conscious Companies ETF 1.9 43 -8 5.4 +1.7
DFAS Dimensional U.S. Small Cap ETF 1.8 26 9 5.7 +2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.8 64 -29 1.3 -2.3
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -15 5.2 +1.5
VTV Vanguard Value ETF 1.8 4 31 6.0 +2.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -44 4.2 +0.6
FESM Fidelity Enhanced Small Cap ETF 1.8 28 7 2.4 -1.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.8 15 20 5.1 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.5 +0.8
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 8.1 +4.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.3 +0.7
VTWO Vanguard Russell 2000 ETF 1.8 7 28 2.9 -0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -60 -0.5 -4.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.8 24 11 7.2 +3.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -14 4.5 +0.9
AUSF Global X Adaptive U.S. Factor ETF 1.8 27 8 8.1 +4.4
VB Vanguard Small-Cap ETF 1.8 5 30 5.3 +1.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 5 4.2 +0.5
QVAL Alpha Architect US Quantitative Value ETF 1.8 39 -4 9.6 +5.9
STXM Strive Mid-Cap ETF 1.8 18 17 5.7 +2.1
ILCG iShares Morningstar Growth ETF 1.8 4 31 3.1 -0.6
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 6.2 +2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.4 +1.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 10 6.3 +2.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.7 20 15 6.2 +2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 26 4.4 +0.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 15 4.1 +0.4
DEMZ Democratic Large Cap Core ETF 1.7 45 -10 3.9 +0.3
SEMG Suncoast Select Growth ETF 1.7 60 -25 3.7 +0.0
VDIG Vanguard Wellington Dividend Growth Active ETF 1.7 40 -5 4.5 +0.8
DIVS SmartETFs Dividend Builder ETF 1.7 65 -30 4.5 +0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 8 6.5 +2.8
UDI USCF Dividend Income Fund 1.7 65 -30 6.7 +3.1
SAMM Strategas Macro Momentum ETF 1.7 66 -31 3.7 0.0
BLCR iShares Large Cap Core Active ETF 1.7 36 -1 3.0 -0.7
MDLV Morgan Dempsey Large Cap Value ETF 1.7 58 -23 5.9 +2.3
DIVL Madison Dividend Value ETF 1.7 65 -30 4.8 +1.1
MAVF Matrix Advisors Value ETF 1.7 75 -40 5.1 +1.4
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 9.1 +5.4
ZIG Acquirers Fund 1.7 84 -49 20.0 +16.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.7 65 -30 5.1 +1.5
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -45 5.9 +2.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.7 75 -40 4.1 +0.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 -24 5.1 +1.5
DUSA Davis Select U.S. Equity ETF 1.7 61 -26 7.1 +3.5
DWLD Davis Select Worldwide ETF 1.7 63 -28 6.7 +3.1
HDV iShares Core High Dividend ETF 1.7 8 27 6.0 +2.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -32 8.8 +5.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -40 4.9 +1.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 4.5 +0.8
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 3.4 -0.3
VOO Vanguard S&P 500 ETF 1.7 3 32 4.3 +0.7
APUE ActivePassive U.S. Equity ETF 1.7 45 -10 4.0 +0.4
SSPY Syntax Stratified LargeCap ETF 1.7 30 5 6.2 +2.5
IWV iShares Russell 3000 ETF 1.7 20 15 4.1 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.2 +0.6
SPY SPDR S&P 500 ETF 1.7 9 26 4.3 +0.6
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.3 +0.7
IVV iShares Core S&P 500 ETF 1.7 3 32 4.3 +0.7
DFUS Dimensional U.S. Equity ETF 1.7 9 26 4.2 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 23 6.1 +2.4
VTI Vanguard Total Stock Market ETF 1.7 3 32 4.2 +0.6
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -46 3.0 -0.6
XT iShares Exponential Technologies ETF 1.7 46 -11 4.2 +0.5
JAVA JPMorgan Active Value ETF 1.7 44 -9 5.6 +2.0
IWB iShares Russell 1000 ETF 1.7 15 20 4.3 +0.6
FPAG FPA Global Equity ETF 1.7 49 -14 5.9 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 5.2 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 20 5.1 +1.4
IUS Invesco RAFI Strategic US ETF 1.7 19 16 5.9 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 10 4.2 +0.5
VV Vanguard Large-Cap ETF 1.6 4 31 4.2 +0.6
PRXG Praxis Impact Large Cap Growth ETF 1.6 36 -1 3.1 -0.5
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 4 1.9 -1.8
PAWZ ProShares Pet Care ETF 1.6 50 -15 3.8 +0.1
FIW First Trust Water ETF 1.6 53 -18 4.9 +1.2
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 17 4.7 +1.1
VTHR Vanguard Russell 3000 ETF 1.6 7 28 4.2 +0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 31 5.7 +2.0
GXLC Global X U.S. 500 ETF 1.6 2 33 4.2 +0.5
STRV Strive 500 ETF 1.6 5 30 4.2 +0.6
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 32 4.2 +0.6
IYY iShares Dow Jones U.S. ETF 1.6 20 15 4.2 +0.5
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 6.6 +3.0
VONE Vanguard Russell 1000 ETF 1.6 7 28 4.3 +0.7
VUG Vanguard Growth ETF 1.6 4 31 3.4 -0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 15 5.6 +2.0
PRNT 3D Printing ETF 1.6 66 -31 1.4 -2.3
CCFE Concourse Capital Focused Equity ETF 1.6 95 -60 2.8 -0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.0 +0.4
ENHU iShares Enhanced Large Cap Core Active ETF 1.6 22 13 4.2 +0.6
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -25 8.0 +4.3
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -25 3.2 -0.5
FDG American Century Focused Dynamic Growth ETF 1.6 45 -10 1.7 -1.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.6 59 -24 2.7 -1.0
NBDS Neuberger Berman Disrupters ETF 1.6 55 -20 0.8 -2.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -5 3.4 -0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.6 65 -30 3.6 -0.1
LOUP Innovator Deepwater Frontier Tech ETF 1.6 70 -35 1.0 -2.7
AGIQ Sofi Agentic AI ETF 1.6 69 -34 7.4 +3.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.6 29 6 6.6 +3.0
PJP Invesco Pharmaceuticals ETF 1.6 57 -22 7.1 +3.5
CGDG Capital Group Dividend Growers ETF 1.6 47 -12 5.1 +1.5
SCHD Schwab US Dividend Equity ETF 1.6 6 29 8.4 +4.7
BEEX BeeHive ETF 1.6 84 -49 3.8 +0.1
DIVN Horizon Dividend Income ETF 1.6 70 -35 6.6 +3.0
VBR Vanguard Small Cap Value ETF 1.6 7 28 8.0 +4.3
FTDS First Trust Dividend Strength ETF 1.6 70 -35 7.0 +3.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 6.5 +2.8
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -54 4.5 +0.9
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.5 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 -8 3.6 -0.1
RVRB Reverb ETF 1.6 30 5 4.0 +0.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 6.9 +3.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.6 20 15 7.4 +3.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 7.8 +4.1
CZAR Themes Natural Monopoly ETF 1.6 35 0 5.3 +1.6
SCHB Schwab U.S. Broad Market ETF 1.6 3 32 4.3 +0.7
SFY SoFi Select 500 ETF 1.6 0 35 3.9 +0.2
AGQI First Trust Active Global Quality Income ETF 1.5 85 -50 6.5 +2.8
STXG Strive 1000 Growth ETF 1.5 18 17 3.3 -0.4
SCHK Schwab 1000 Index ETF 1.5 5 30 4.4 +0.7
MDY SPDR S&P Midcap 400 ETF Trust 1.5 23 12 6.0 +2.3
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -55 3.3 -0.4
SCHX Schwab U.S. Large-Cap ETF 1.5 3 32 4.4 +0.7
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.4 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 23 3.5 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 5 3.9 +0.2
VYM Vanguard High Dividend Yield Index ETF 1.5 6 29 6.2 +2.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.5 50 -15 8.7 +5.0
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.1 +4.5
DFAU Dimensional US Core Equity Market ETF 1.5 12 23 4.4 +0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.5 +3.8
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 4.1 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -26 5.5 +1.9
OEI Optimized Equity Income ETF 1.5 75 -40 3.5 -0.2
ROUS Hartford Multifactor US Equity ETF 1.5 19 16 5.6 +1.9
IWL iShares Russell Top 200 ETF 1.5 15 20 4.0 +0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 3.6 -0.0
ABLS Abacus FCF Small Cap Leaders ETF 1.5 59 -24 4.8 +1.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.5 29 6 7.1 +3.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 -0.4
IWC iShares Micro-Cap ETF 1.5 60 -25 -1.4 -5.1
EVUS iShares ESG Aware MSCI USA Value ETF 1.5 18 17 5.8 +2.1
FDMO Fidelity Momentum Factor ETF 1.5 15 20 2.5 -1.1
QGRW WisdomTree U.S. Quality Growth Fund 1.5 28 7 2.9 -0.7
FQAL Fidelity Quality Factor ETF 1.5 15 20 4.9 +1.2
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 4.5 +0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 32 6.2 +2.5
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 6.2 +2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 26 4.5 +0.8
RAUS RACWI US ETF 1.5 15 20 4.3 +0.6
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.4 -0.3
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.1 +1.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.5 49 -14 6.7 +3.0
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.4 -0.2
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 3.5 -0.2
VXF Vanguard Extended Market ETF 1.5 5 30 3.9 +0.2
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.0 +0.3
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 23 5.2 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 21 4.3 +0.6
DGT State Street SPDR Global Dow ETF 1.4 50 -15 5.8 +2.1
ILCV iShares Morningstar Value ETF 1.4 4 31 5.5 +1.8
WTV WisdomTree US Value Fund of Benef Interest 1.4 12 23 8.0 +4.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 6.2 +2.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -40 0.9 -2.8
AVMV Avantis U.S. Mid Cap Value ETF 1.4 20 15 7.4 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 18 4.8 +1.1
DFVX Dimensional US Large Cap Vector ETF 1.4 22 13 5.3 +1.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 15 4.7 +1.0
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 25 4.0 +0.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 5.0 +1.3
DXUV Dimensional US Vector Equity ETF 1.4 28 7 5.4 +1.7
FFOG Franklin Focused Growth ETF 1.4 61 -26 1.6 -2.1
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 20 4.3 +0.6
MGC Vanguard Mega Cap ETF 1.4 7 28 4.0 +0.3
AVUS Avantis U.S. Equity ETF 1.4 15 20 4.9 +1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 6.9 +3.2
DCOR Dimensional US Core Equity 1 ETF 1.4 14 21 4.7 +1.0
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -7 6.1 +2.4
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 4.9 +1.2
RGEF Rockefeller Global Equity ETF 1.3 55 -20 3.9 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 1 5.9 +2.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.3 6 29 7.2 +3.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.5 +0.8
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 31 3.2 -0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.1 +1.4
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 31 6.0 +2.3
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -19 9.5 +5.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 5.7 +2.0
LRGF iShares U.S. Equity Factor ETF 1.3 8 27 4.8 +1.1
RNIN Bushido Capital US SMID Cap Equity ETF 1.3 70 -35 11.0 +7.3
VOOG Vanguard S&P 500 Growth ETF 1.3 7 28 3.1 -0.6
USEW Cambria US EW ETF 1.3 30 5 4.2 +0.6
MBOX Freedom Day Dividend ETF 1.3 39 -4 7.0 +3.4
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -40 1.5 -2.1
FBOT Fidelity Disruptive Automation ETF 1.3 50 -15 3.0 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -25 6.3 +2.7
USMV iShares MSCI USA Min Vol Factor ETF 1.3 15 20 5.3 +1.6
IVW iShares S&P 500 Growth ETF 1.3 18 17 3.0 -0.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.3 4 31 3.1 -0.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.2 +2.5
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 4.9 +1.2
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -50 3.8 +0.1
BLES Inspire Global Hope ETF 1.2 61 -26 5.8 +2.1
AVUQ Avantis U.S. Quality ETF 1.2 15 20 3.6 -0.1
EPS WisdomTree U.S. LargeCap Fund 1.2 8 27 4.9 +1.2
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.0 +2.3
MGK Vanguard Mega Cap Growth ETF 1.2 7 28 3.4 -0.3
WSML iShares MSCI World Small-Cap ETF 1.2 15 20 5.4 +1.8
QUAL iShares MSCI USA Quality Factor ETF 1.2 15 20 4.5 +0.8
FVD First Trust Value Line Dividend Index Fund 1.2 65 -30 5.7 +2.0
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.4 +0.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -50 5.1 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 -3 7.0 +3.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 0 7.0 +3.3
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 5 5.2 +1.5
SFGV Sequoia Global Value ETF 1.2 23 12 7.2 +3.5
TMFC Motley Fool 100 Index ETF 1.2 50 -15 3.0 -0.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.3 +2.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.8 +2.1
STOX Horizon Core Equity ETF 1.2 70 -35 3.7 +0.0
SFTY Horizon Managed Risk ETF 1.2 77 -42 3.6 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.2 42 -7 4.3 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.2 19 16 5.1 +1.5
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 8.9 +5.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.0 +0.3
OSCV Opus Small Cap Value ETF 1.2 79 -44 5.8 +2.1
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 22 1.7 -1.9
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.3 -0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.5 +3.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 7.9 +4.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 30 7.8 +4.1
AQLT iShares MSCI Global Quality Factor ETF 1.1 18 17 0.0 -3.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.1 60 -25 9.9 +6.2
VALQ American Century U.S. Quality Value ETF 1.1 29 6 7.3 +3.6
URTH iShares MSCI World ETF 1.1 24 11 4.4 +0.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.1 20 15 2.9 -0.7
GEW Cambria Global EW ETF 1.1 29 6 5.4 +1.8
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.7 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.1 21 14 3.0 -0.7
VONG Vanguard Russell 1000 Growth ETF 1.1 7 28 3.6 -0.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -15 6.2 +2.5
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.6 -0.0
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 4.3 +0.7
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -30 7.2 +3.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 7.5 +3.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 31 3.4 -0.3
IWF iShares Russell 1000 Growth ETF 1.1 19 16 3.4 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 10 6.4 +2.8
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -3 3.9 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 27 4.5 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 23 4.5 +0.8
ULVM VictoryShares US Value Momentum ETF 1.1 20 15 6.3 +2.6
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.3 +0.6
OEF iShares S&P 100 ETF 1.1 20 15 3.9 +0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 25 3.8 +0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -40 6.3 +2.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 10 6.5 +2.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.0 12 23 6.4 +2.7
TAX Cambria Tax Aware ETF 1.0 49 -14 4.2 +0.5
BGRO iShares Large Cap Growth Active ETF 1.0 55 -20 2.0 -1.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 -25 5.8 +2.1
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.8 +1.1
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -24 2.2 -1.5
MGMT Ballast Small/Mid Cap ETF 1.0 110 -75 7.6 +3.9
VT Vanguard Total World Stock ETF 1.0 6 29 5.1 +1.4
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 10 4.7 +1.0
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 5.1 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -24 1.9 -1.8
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -41 3.3 -0.4
IWN iShares Russell 2000 Value ETF 1.0 24 11 4.9 +1.3
ROE Astoria US Quality Kings ETF 1.0 49 -14 5.6 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -30 4.9 +1.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.2 +6.5
MFIG Motley Fool Innovative Growth Factor ETF 1.0 50 -15 2.8 -0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 4.9 +1.3
JGRO JPMorgan Active Growth ETF 1.0 44 -9 2.4 -1.2
SGRT SMART Earnings Growth 30 ETF 1.0 59 -24 2.6 -1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 0.9 60 -25 8.4 +4.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.2 +1.6
IBOT Vaneck Robotics ETF 0.9 47 -12 3.5 -0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 6 5.8 +2.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.9 49 -14 7.8 +4.1
COWZ Pacer US Cash Cows 100 ETF 0.9 49 -14 7.8 +4.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.9 +3.3
CGUS Capital Group Core Equity ETF 0.9 33 2 3.6 -0.0
GURU Global X Guru Index ETF 0.9 75 -40 2.4 -1.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -54 8.0 +4.3
RCGE RockCreek Global Equality ETF 0.9 95 -60 6.0 +2.4
USMF WisdomTree U.S. Multifactor Fund 0.9 28 7 6.6 +3.0
DSI iShares MSCI KLD 400 Social ETF 0.9 25 10 4.3 +0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -35 9.7 +6.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 23 3.6 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.9 28 7 5.5 +1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -25 4.8 +1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 17 3.1 -0.6
DARP Grizzle Growth ETF 0.8 75 -40 1.8 -1.9
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -40 5.4 +1.7
IWY iShares Russell Top 200 Growth ETF 0.8 20 15 3.6 -0.1
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 -7 3.7 +0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 15 4.8 +1.2
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -15 3.8 +0.1
FDWM Fidelity Women's Leadership ETF 0.8 59 -24 3.7 +0.1
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 7 5.8 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 -25 6.3 +2.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 8.0 +4.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 20 8.0 +4.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 25 8.1 +4.5
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 23 7.2 +3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.6
EBI Longview Advantage ETF 0.7 35 0 6.1 +2.4
VAMO Cambria Value & Momentum ETF 0.7 61 -26 5.2 +1.6
YNOT Horizon Digital Frontier ETF 0.7 75 -40 2.6 -1.0
DIVB iShares Core Dividend ETF 0.7 5 30 7.6 +3.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -24 8.6 +5.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 15 5.7 +2.0
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.5 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 25 4.3 +0.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 8.0 +4.3
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 12 5.5 +1.8
GLOF iShares Global Equity Factor ETF 0.6 20 15 5.7 +2.0
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 25 4.3 +0.7
SMMD iShares Russell 2500 ETF 0.6 15 20 5.7 +2.0
FITE State Street SPDR S&P Kensho Future Security ETF 0.6 45 -10 1.3 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 10 5.5 +1.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.2 +4.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 5.0 +1.3
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 4.1 +0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 9.5 +5.8
TTAC FCF US Quality ETF 0.6 59 -24 5.4 +1.7
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 10 8.2 +4.5
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.2 -2.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 -4 6.1 +2.4
DUHP Dimensional US High Profitability ETF 0.5 21 14 5.2 +1.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 25 3.8 +0.1
FFF Founders 100 ETF 0.5 75 -40 2.6 -1.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -14 5.1 +1.5
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.3 +3.6
AIEQ AI Powered Equity ETF 0.5 75 -40 3.8 +0.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -38 10.0 +6.4
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -20 5.1 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 0 5.8 +2.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 -3 9.1 +5.5
IOO iShares Global 100 ETF 0.5 41 -6 3.9 +0.3
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.2 +2.6
MOO VanEck Agribusiness ETF 0.5 53 -18 8.5 +4.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.5 +1.8
QDF FlexShares Quality Dividend Index Fund 0.5 37 -2 5.5 +1.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -25 6.9 +3.2
RECS Columbia Research Enhanced Core ETF 0.4 15 20 5.4 +1.8
REVS Columbia Research Enhanced Value ETF 0.4 19 16 6.9 +3.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 6.9 +3.2
VLUE iShares MSCI USA Value Factor ETF 0.4 15 20 7.6 +3.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 -12 8.0 +4.3
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.5 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 10 11.7 +8.0
WSGE Warren Street Global Equity ETF 0.3 80 -45 2.9 -0.8
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 9.2 +5.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 8.4 +4.8
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -33 3.2 -0.5
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.6 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 13 5.1 +1.4
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.7 +0.0
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 -15 4.4 +0.8
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.3 +3.6
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 20 6.0 +2.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 10 7.5 +3.8
HELX Franklin Genomic Advancements ETF 0.3 50 -15 -1.4 -5.0
NUDV Nuveen ESG Dividend ETF 0.2 26 9 6.2 +2.6
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -45 15.3 +11.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 21 4.0 +0.3
PY Principal Value ETF 0.2 15 20 7.1 +3.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.1 +1.4
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.2 +3.5
ISRA VanEck Israel ETF 0.2 59 -24 5.7 +2.0
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 2.6 -1.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.3 -3.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 8.9 +5.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 3.3 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 17 5.2 +1.5
MFMO Motley Fool Momentum Factor ETF 0.1 50 -15 2.2 -1.5
IBB iShares Biotechnology ETF 0.1 45 -10 -0.5 -4.1
TEXN iShares Texas Equity ETF 0.1 20 15 5.3 +1.6
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 8.3 +4.6
VEGN US Vegan Climate ETF 0.0 60 -25 4.0 +0.3

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

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.0 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.57
 
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.