State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 26.1x P/Sales
ratio		 2.1x
P/BV
ratio		 2.0x 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) $135
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 63
Wgt avg mkt cap (mns) $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
LANTHEUS HOLDINGS INC 2.6 %
NEOGEN CORP 2.6 %
LEMAITRE VASCULAR INC 2.5 %
MASIMO CORPORATION 2.5 %
INTEGER HOLDINGS CORPORATION 2.3 %
ENVISTA HOLDINGS CORP. 2.2 %
PENUMBRA, INC. 2.2 %
AXOGEN, INC. 2.1 %
BUTTERFLY NETWORK, INC. CLASS A 2.0 %
TANDEM DIABETES CARE INC 2.0 %
Total 22.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.1 %
BRITAIN 3.6 %
IRELAND 3.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
0.2% -0.1% -6.0% 8.4% 9.6%

Market Correlations
versus... Beta R-squared
S&P500 0.90 53%
MSCI EAFE 0.94 42%
MSCI Emg. Mkts. 0.73 31%

Technical Indicators
Recent close $80.52
30d moving avg. $85.27
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 17
Turnover 1.0%
Bid/Ask (% of price) 0.23%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 696 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™: 3.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHE
Ticker Fund
Name		 Overlap1
vs XHE
(%)		 Expense
ratio
(bp)		 Savings
vs XHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHE
(%)
IHI iShares U.S. Medical Devices ETF 38.2 40 -5 4.3 +0.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 31.4 68 -33 2.6 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.3 40 -5 7.4 +3.6
PSCH Invesco S&P SmallCap Health Care ETF 21.5 29 6 2.7 -1.1
HEAL Global X HealthTech ETF 20.9 50 -15 -1.5 -5.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 19.1 65 -30 0.6 -3.2
FXH First Trust Health Care AlphaDEX Fund 18.4 62 -27 5.0 +1.2
FMED Fidelity Disruptive Medicine ETF 17.5 50 -15 -1.2 -5.0
FDHT Fidelity Digital Health ETF 17.1 39 -4 1.7 -2.1
FHLC Fidelity MSCI Health Care Index ETF 15.8 8 27 5.3 +1.5
VHT Vanguard Health Care ETF 15.6 9 26 5.1 +1.3
IYH iShares U.S. Healthcare ETF 15.4 40 -5 5.8 +2.0
XLV Health Care Select Sector SPDR 14.8 8 27 6.5 +2.7
AGNG Global X Aging Population ETF 13.5 50 -15 4.1 +0.3
BMED Future Health ETF 13.5 85 -50 1.2 -2.6
IXJ iShares Global Healthcare ETF 12.2 42 -7 6.1 +2.3
ANEW ProShares MSCI Transformational Changes ETF 11.3 45 -10 4.6 +0.8
HRTS Tema Heart & Health ETF 10.9 75 -40 2.9 -0.9
LFSC F/m Emerald Life Sciences Innovation ETF 10.2 79 -44 0.0 -3.8
DTEC ALPS Disruptive Technologies ETF 8.9 50 -15 3.8 0.0
GDOC Goldman Sachs Future Health Care Equity ETF 8.8 75 -40 0.9 -2.9
QQQS Invesco NASDAQ Future Gen 200 ETF 8.8 20 15 -4.3 -8.1
HART IQ Healthy Hearts ETF 8.7 45 -10 5.7 +1.9
PINK Simplify Health Care ETF 8.7 50 -15 1.0 -2.8
CSMD Congress SMid Growth ETF 8.6 69 -34 3.6 -0.2
USRD Themes US R&D Champions ETF 8.5 29 6 4.3 +0.5
MEDI Harbor Health Care ETF 8.4 80 -45 -1.4 -5.2
TMFM Motley Fool Mid-Cap Growth ETF 6.9 85 -50 2.1 -1.7
RUNN Running Oak Efficient Growth ETF 6.8 58 -23 4.7 +0.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.5 49 -14 5.3 +1.5
JDOC JPMorgan Healthcare Leaders ETF 6.3 65 -30 3.5 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.3 60 -25 4.0 +0.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.0 60 -25 -1.7 -5.5
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 -14 6.8 +3.0
MID American Century Mid Cap Growth Impact ETF 5.9 45 -10 3.0 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.7 38 -3 5.3 +1.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.7 60 -25 3.8 -0.1
SQLV Royce Quant Small-Cap Quality Value ETF 5.6 60 -25 8.8 +5.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.4 40 -5 5.5 +1.7
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 6 4.0 +0.2
CWS AdvisorShares Focused Equity ETF 5.4 84 -49 4.7 +0.9
PSET Principal Quality ETF 5.4 15 20 5.0 +1.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.3 85 -50 4.3 +0.5
TMFS Motley Fool Small-Cap Growth ETF 5.2 85 -50 1.3 -2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.1 58 -23 3.5 -0.3
FLV American Century Focused Large Cap Value ETF 5.1 42 -7 6.2 +2.4
BLCV iShares Large Cap Value Active ETF 5.1 53 -18 6.7 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.0 15 20 3.3 -0.6
GGRW Gabelli Growth Innovators ETF 5.0 90 -55 2.1 -1.7
KNO AXS Knowledge Leaders ETF 5.0 78 -43 4.6 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 4.8 +1.0
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 4.8 +1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 3.4 -0.4
VOT Vanguard Mid-Cap Growth ETF 4.7 7 28 3.3 -0.6
SXQG ETC 6 Meridian Quality Growth ETF 4.6 100 -65 2.9 -0.9
CAML Congress Large Cap Growth ETF 4.6 66 -31 2.5 -1.3
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 6.3 +2.5
PCGG Polen Capital Global Growth ETF 4.5 85 -50 3.8 +0.0
DAK Dakota Active Equity ETF 4.5 43 -8 4.0 +0.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.5 49 -14 3.8 -0.0
GINN Goldman Sachs Innovate Equity ETF 4.5 52 -17 4.0 +0.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.4 10 25 5.1 +1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.3 70 -35 4.6 +0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 0 5.3 +1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -23 4.9 +1.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.2 55 -20 9.6 +5.8
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 0 4.3 +0.5
SMAP Amplify Small-Mid Cap Equity ETF 4.2 60 -25 4.8 +1.0
NIXT Research Affiliates Deletions ETF 4.2 9 26 7.5 +3.7
AQEC AQE Core ETF 4.2 49 -14 5.1 +1.3
QGRO American Century U.S. Quality Growth ETF 4.2 29 6 4.0 +0.2
MNZL Manzil Russell Halal USA Broad MarketETF 4.1 40 -5 4.2 +0.4
IWP iShares Russell Mid-Cap Growth ETF 4.1 23 12 2.9 -0.9
ETHO Etho Climate Leadership U.S. ETF 4.1 47 -12 4.8 +1.0
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 20 5.8 +2.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 4.0 12 23 7.3 +3.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -17 5.0 +1.2
DURA VanEck Durable High Dividend ETF 4.0 29 6 6.3 +2.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 0 3.8 +0.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.9 55 -20 3.5 -0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 15 4.4 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 3.9 29 6 4.3 +0.5
PWB Invesco Large Cap Growth ETF 3.9 56 -21 2.2 -1.6
PRNT 3D Printing ETF 3.7 66 -31 1.4 -2.4
FTGS First Trust Growth Strength ETF 3.7 60 -25 3.7 -0.1
SPIT F/m Emerald Special Situations ETF 3.6 105 -70 -0.7 -4.5
CSTK Invesco Comstock Contrarian Equity ETF 3.6 35 0 6.3 +2.5
MOAT VanEck Morningstar Wide Moat ETF 3.6 46 -11 5.6 +1.8
MVAL VanEck Morningstar Wide Moat Value ETF 3.6 49 -14 6.2 +2.4
JGRW Jensen Quality Growth ETF 3.6 57 -22 4.1 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.6 65 -30 3.8 -0.0
FSGS First Trust SMID Growth Strength ETF 3.6 60 -25 5.0 +1.2
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 10.0 +6.2
HLAL Wahed FTSE USA Shariah ETF 3.5 50 -15 4.0 +0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -35 2.3 -1.6
FTCS First Trust Capital Strength ETF 3.5 55 -20 5.4 +1.6
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 0 6.5 +2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 3.5 30 5 3.1 -0.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.5 59 -24 5.0 +1.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.5 35 0 5.4 +1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.5 40 -5 5.4 +1.6
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 6.1 +2.3
NANC Unusual Whales Subversive Democratic Trading ETF 3.4 75 -40 3.2 -0.6
AVMC Avantis U.S. Mid Cap Equity ETF 3.4 18 17 6.3 +2.5
AFSM First Trust Active Factor Small Cap ETF 3.4 75 -40 6.5 +2.7
QLTY GMO U.S. Quality ETF 3.4 50 -15 4.2 +0.4
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -25 4.8 +1.0
XOEF iShares S&P 500 ex S&P 100 ETF 3.4 20 15 4.9 +1.1
PRAY FIS Christian Stock Fund 3.4 69 -34 4.1 +0.3
ABEQ Absolute Select Value ETF 3.3 85 -50 4.2 +0.4
POWA Invesco Bloomberg Pricing Power ETF 3.3 40 -5 5.6 +1.8
CVAR Cultivar ETF 3.3 87 -52 7.1 +3.3
CGDV Capital Group Dividend Value ETF 3.3 33 2 4.1 +0.3
IWFG IQ Winslow Focused Large Cap Growth ETF 3.3 65 -30 2.3 -1.5
DFUV Dimensional US Marketwide Value ETF 3.3 22 13 6.6 +2.8
XJR iShares ESG Screened S&P Small-Cap ETF 3.3 12 23 6.9 +3.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.8 +1.0
IBRN iShares Neuroscience and Healthcare ETF 3.3 47 -12 0.0 -3.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 20 6.4 +2.6
LCF Touchstone US Large Cap Focused ETF 3.3 69 -34 3.8 +0.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -15 3.5 -0.4
DVND Touchstone Dividend Select ETF 3.3 67 -32 5.5 +1.7
CHRI Global X S&P 500 Christian Values ETF 3.3 29 6 4.2 +0.4
TMFX Motley Fool Next Index ETF 3.2 50 -15 3.1 -0.7
DFLV Dimensional US Large Cap Value ETF 3.2 22 13 6.5 +2.7
PSC Principal U.S. Small-Cap ETF 3.2 38 -3 4.1 +0.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 20 4.4 +0.6
IWO iShares Russell 2000 Growth ETF 3.2 24 11 0.6 -3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 29 3.7 -0.1
JEPI JPMorgan Equity Premium Income ETF 3.2 35 0 4.8 +1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 6.0 +2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.1 45 -10 3.9 +0.1
DBSC Deepwater Beachfront Small Cap ETF 3.1 85 -50 1.3 -2.5
RND First Trust Bloomberg R&D Leaders ETF 3.1 60 -25 2.6 -1.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.1 15 20 7.2 +3.4
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.3 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 3.1 9 26 4.9 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -29 1.4 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.2 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 23 3.7 -0.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.0 20 15 0.9 -2.9
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 26 5.7 +1.9
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.7 +1.9
TMFG Motley Fool Global Opportunities ETF 3.0 85 -50 3.9 +0.1
VO Vanguard Mid-Cap ETF 3.0 4 31 5.5 +1.7
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -20 4.3 +0.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.9 +3.1
JPSV JPMorgan Active Small Cap Value ETF 3.0 74 -39 8.1 +4.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 4 5.9 +2.1
FFND Future Fund Active ETF 3.0 100 -65 4.6 +0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.0 20 15 7.9 +4.1
FPX First Trust US Equity Opportunities ETF 3.0 61 -26 1.0 -2.8
PEXL Pacer US Export Leaders ETF 3.0 60 -25 3.5 -0.3
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.9 -0.9
BFOR ALPS Barron's 400 ETF 3.0 65 -30 5.2 +1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 4.2 +0.4
FFOX FundX Future Fund Opportunities ETF 3.0 100 -65 2.5 -1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.0 59 -24 2.0 -1.8
ROBO ROBO Global Robotics & Automation Index ETF 2.9 95 -60 2.8 -1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 25 4.6 +0.8
CHGX AXS Change Finance ESG ETF 2.9 49 -14 4.9 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.9 60 -25 7.3 +3.5
SWP SWP Growth & Income ETF 2.9 99 -64 4.3 +0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 -4 3.9 +0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.9 10 25 9.9 +6.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.9 15 20 9.9 +6.1
IJS iShares S&P Small-Cap 600 Value ETF 2.9 18 17 9.8 +6.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 26 5.4 +1.6
SDY State Street SPDR S&P Dividend ETF 2.9 35 0 6.0 +2.2
SIZE iShares MSCI USA Size Factor ETF 2.8 15 20 5.7 +1.9
GVLU Gotham 1000 Value ETF 2.8 50 -15 8.4 +4.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.8 20 15 4.5 +0.7
VIOO Vanguard S&P Small-Cap 600 ETF 2.8 7 28 6.9 +3.1
HAPS Harbor Human Capital Factor US Small Cap ETF 2.8 60 -25 3.9 +0.1
IJR iShares Core S&P Small Cap ETF 2.8 6 29 7.0 +3.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.8 3 32 7.0 +3.2
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 9 3.1 -0.7
RAFE PIMCO RAFI ESG U.S. ETF 2.8 29 6 6.7 +2.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 23 5.8 +2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 26 4.2 +0.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 22 5.7 +1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 10 25 4.0 +0.2
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -30 3.8 -0.0
ISMD Inspire Small/Mid Cap ETF 2.7 54 -19 5.9 +2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 2.7 71 -36 -0.6 -4.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.7 15 20 4.1 +0.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 17 4.0 +0.2
AVSC Avantis U.S Small Cap Equity ETF 2.7 25 10 5.2 +1.4
IWX iShares Russell Top 200 Value ETF 2.7 20 15 5.3 +1.5
TMAT Main Thematic Innovation ETF 2.7 164 -129 -2.0 -5.8
ROSC Hartford Multifactor Small Cap ETF 2.7 34 1 7.7 +3.9
ITAN Sparkline Intangible Value ETF 2.7 50 -15 6.5 +2.7
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 9 5.5 +1.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.6 12 23 3.7 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 6.4 +2.6
FEGE First Eagle Global Equity ETF 2.6 79 -44 6.1 +2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 26 4.6 +0.8
HDUS Hartford Disciplined US Equity ETF 2.6 19 16 5.0 +1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 5 7.6 +3.8
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 -7 5.7 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.6 42 -7 4.3 +0.5
TOLL Tema Durable Quality ETF 2.6 75 -40 4.3 +0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.6 35 0 4.6 +0.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.6 65 -30 5.3 +1.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -30 1.6 -2.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 29 3.0 -0.9
BOUT Innovator IBD Breakout Opportunities ETF 2.5 81 -46 3.4 -0.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.5 70 -35 4.1 +0.3
DVGR DAC 3D Dividend Growth ETF 2.5 65 -30 4.8 +1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.7 +1.9
PRXV Praxis Impact Large Cap Value ETF 2.5 36 -1 5.9 +2.1
VTWG Vanguard Russell 2000 Growth ETF 2.5 10 25 0.7 -3.1
VUSV Vanguard Wellington U.S. Value Active ETF 2.5 30 5 6.0 +2.2
DSTL Distillate US Fundamental Stability & Value ETF 2.5 39 -4 7.7 +3.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.5 79 -44 4.6 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 31 5.9 +2.1
ACVF American Conservative Values ETF 2.5 75 -40 3.9 +0.1
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.8 +1.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 15 4.4 +0.6
VONV Vanguard Russell 1000 Value ETF 2.4 7 28 5.8 +2.0
DEUS Xtrackers Russell US Multifactor ETF 2.4 17 18 6.7 +2.9
IWD iShares Russell 1000 Value ETF 2.4 19 16 5.7 +1.9
VIG Vanguard Dividend Appreciation ETF 2.4 5 30 5.1 +1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 20 4.6 +0.8
BOTZ Global X Robotics & Artificial Intelligence ETF 2.4 69 -34 2.0 -1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 17 7.0 +3.2
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -24 3.3 -0.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 26 4.2 +0.4
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 31 5.6 +1.8
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.3 +0.5
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -15 5.5 +1.7
IWR iShares Russell Midcap ETF 2.3 19 16 5.7 +1.9
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 7.1 +3.3
VBK Vanguard Small-Cap Growth ETF 2.3 7 28 1.4 -2.4
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 4.9 +1.1
PTL Inspire 500 ETF 2.3 9 26 4.7 +0.9
CSD Invesco S&P Spin-Off ETF 2.3 65 -30 4.2 +0.4
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.8 +2.0
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 4.7 +0.9
SVAL iShares US Small Cap Value Factor ETF 2.3 20 15 8.1 +4.3
VOOV Vanguard S&P 500 Value ETF 2.3 7 28 5.8 +2.0
IVE iShares S&P 500 Value ETF 2.3 18 17 5.7 +1.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.3 4 31 5.9 +2.1
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 22 5.8 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 11 6.5 +2.7
SUSA iShares MSCI USA ESG Select ETF 2.3 25 10 4.3 +0.5
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -30 4.8 +1.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.5 -1.3
OPTZ Optimize Strategy Index ETF 2.2 50 -15 4.2 +0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -60 -0.5 -4.3
IUSV iShares Core S&P US Value ETF 2.2 4 31 6.0 +2.2
TOPC iShares S&P 500 3% Capped ETF 2.2 15 20 4.6 +0.8
CGGR Capital Group Growth ETF 2.2 39 -4 2.6 -1.2
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.5 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 5.1 +1.3
WCEO Hypatia Women CEO ETF 2.2 85 -50 5.1 +1.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.2 35 0 6.8 +3.0
CZA Invesco Zacks Mid-Cap ETF 2.2 72 -37 6.2 +2.4
MGV Vanguard Mega Cap Value ETF 2.2 7 28 5.7 +1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 5.8 +2.0
BIBL Inspire 100 ETF 2.2 35 0 4.6 +0.8
RSSL Global X Russell 2000 ETF 2.2 8 27 3.0 -0.8
IQM Franklin Intelligent Machines ETF 2.2 50 -15 1.3 -2.5
VB Vanguard Small-Cap ETF 2.2 5 30 5.6 +1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.2 17 18 5.4 +1.6
STXD Strive 1000 Dividend Growth ETF 2.2 35 0 4.6 +0.8
IWM iShares Russell 2000 ETF 2.1 19 16 2.9 -0.9
DGRO iShares Core Dividend Growth ETF 2.1 8 27 5.7 +1.9
STXV Strive 1000 Value ETF 2.1 18 17 7.1 +3.3
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 -25 4.7 +0.9
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -20 4.0 +0.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.3 +2.5
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 5.3 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.1 24 11 7.5 +3.7
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 -1 4.3 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 20 4.2 +0.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.1 15 20 4.4 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 18 4.4 +0.6
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -44 3.5 -0.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 26 4.3 +0.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 10 25 4.4 +0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.1 60 -25 6.3 +2.5
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 29 8.3 +4.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 16 5.0 +1.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -14 4.2 +0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 5.5 +1.7
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.8 +1.0
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -55 3.4 -0.4
STXK Strive Small-Cap ETF 2.0 18 17 5.6 +1.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 10 4.4 +0.6
OALC OneAscent Large Cap Core ETF 2.0 86 -51 3.8 -0.0
VBR Vanguard Small Cap Value ETF 2.0 7 28 8.3 +4.5
XVV iShares ESG Screened S&P 500 ETF 2.0 8 27 4.4 +0.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -24 5.3 +1.5
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 6.2 +2.4
SCHA Schwab U.S. Small-Cap ETF 2.0 4 31 4.9 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 3 4.2 +0.4
KRMA Global X Conscious Companies ETF 2.0 43 -8 5.6 +1.8
PBUS Invesco MSCI USA ETF 2.0 4 31 4.5 +0.7
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -13 4.1 +0.3
FELV Fidelity Enhanced Large Cap Value ETF 2.0 18 17 6.0 +2.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -20 4.6 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.3 +1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.0 25 10 8.5 +4.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 15 7.5 +3.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 24 4.4 +0.6
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -14 4.7 +0.9
MAGA Point Bridge America First ETF 2.0 72 -37 5.2 +1.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 20 5.1 +1.3
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 4.6 +0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 33 4.4 +0.6
CCFE Concourse Capital Focused Equity ETF 1.9 95 -60 2.9 -1.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.9 20 15 6.4 +2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 35 4.4 +0.6
NULC Nuveen ESG Large-Cap ETF 1.9 21 14 4.3 +0.5
VOTE TCW Transform 500 ETF 1.9 5 30 4.4 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 -25 6.6 +2.8
BUL Pacer US Cash Cows Growth ETF 1.9 60 -25 3.5 -0.3
ILCG iShares Morningstar Growth ETF 1.9 4 31 3.3 -0.5
VOE Vanguard Mid-Cap Value ETF 1.9 7 28 7.0 +3.2
ARKG ARK Genomic Revolution ETF 1.9 75 -40 -2.0 -5.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -40 5.0 +1.2
VTV Vanguard Value ETF 1.9 4 31 6.1 +2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.9 29 6 6.9 +3.1
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.6 +0.8
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.7 -0.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -17 7.6 +3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 28 4.4 +0.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 15 4.2 +0.4
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.1 +0.3
SEMG Suncoast Select Growth ETF 1.9 60 -25 3.7 -0.1
VDIG Vanguard Wellington Dividend Growth Active ETF 1.9 40 -5 4.5 +0.7
SNSR Global X Internet of Things ETF 1.9 68 -33 4.3 +0.5
DFAS Dimensional U.S. Small Cap ETF 1.9 26 9 6.0 +2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 4.4 +0.6
MFIG Motley Fool Innovative Growth Factor ETF 1.9 50 -15 2.9 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 4.6 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 15 4.5 +0.7
VTWO Vanguard Russell 2000 ETF 1.8 7 28 3.1 -0.7
SMRI Bushido Capital US Equity ETF 1.8 71 -36 8.5 +4.7
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 8.7 +4.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -25 10.1 +6.3
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 6.5 +2.7
VFMF Vanguard U.S. Multifactor ETF 1.8 18 17 7.2 +3.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 32 4.6 +0.8
VOO Vanguard S&P 500 ETF 1.8 3 32 4.5 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 4.6 +0.8
MFMO Motley Fool Momentum Factor ETF 1.8 50 -15 2.3 -1.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 33 4.5 +0.7
IVV iShares Core S&P 500 ETF 1.8 3 32 4.5 +0.7
SPY SPDR S&P 500 ETF 1.8 9 26 4.4 +0.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.8 12 23 5.4 +1.6
VTI Vanguard Total Stock Market ETF 1.8 3 32 4.4 +0.6
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.3 +2.5
GXLC Global X U.S. 500 ETF 1.8 2 33 4.4 +0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 5 4.3 +0.5
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -8 3.8 -0.0
DFUS Dimensional U.S. Equity ETF 1.8 9 26 4.4 +0.6
IWV iShares Russell 3000 ETF 1.8 20 15 4.3 +0.5
STRV Strive 500 ETF 1.8 5 30 4.4 +0.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.8 49 -14 8.8 +5.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 4.4 +0.6
AIEQ AI Powered Equity ETF 1.8 75 -40 4.0 +0.2
VTHR Vanguard Russell 3000 ETF 1.8 7 28 4.4 +0.6
STXM Strive Mid-Cap ETF 1.8 18 17 5.7 +1.9
VONE Vanguard Russell 1000 ETF 1.8 7 28 4.5 +0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.7 +1.9
FESM Fidelity Enhanced Small Cap ETF 1.8 28 7 2.6 -1.2
IWB iShares Russell 1000 ETF 1.8 15 20 4.4 +0.6
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 17 4.9 +1.1
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 9.6 +5.8
XT iShares Exponential Technologies ETF 1.7 46 -11 4.3 +0.5
PRXG Praxis Impact Large Cap Growth ETF 1.7 36 -1 3.3 -0.5
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.3 +0.5
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 4.4 +0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 17 4.2 +0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 6 6.6 +2.8
PJP Invesco Pharmaceuticals ETF 1.7 57 -22 7.3 +3.5
FTDS First Trust Dividend Strength ETF 1.7 70 -35 7.1 +3.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 35 7.7 +3.9
BEEX BeeHive ETF 1.7 84 -49 4.0 +0.2
DIVN Horizon Dividend Income ETF 1.7 70 -35 6.5 +2.7
VV Vanguard Large-Cap ETF 1.7 4 31 4.4 +0.6
APUE ActivePassive U.S. Equity ETF 1.7 45 -10 4.2 +0.4
VUG Vanguard Growth ETF 1.7 4 31 3.6 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 23 6.4 +2.6
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 7 3.1 -0.7
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.0 +2.2
DIVS SmartETFs Dividend Builder ETF 1.7 65 -30 4.5 +0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 8 6.4 +2.6
UDI USCF Dividend Income Fund 1.7 65 -30 6.8 +3.0
SAMM Strategas Macro Momentum ETF 1.7 66 -31 3.8 +0.0
BLCR iShares Large Cap Core Active ETF 1.7 36 -1 3.2 -0.6
MDLV Morgan Dempsey Large Cap Value ETF 1.7 58 -23 5.8 +2.0
DIVL Madison Dividend Value ETF 1.7 65 -30 4.8 +1.0
MAVF Matrix Advisors Value ETF 1.7 75 -40 5.4 +1.6
ENHU iShares Enhanced Large Cap Core Active ETF 1.7 22 13 4.4 +0.6
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 3.5 -0.3
CGDG Capital Group Dividend Growers ETF 1.7 47 -12 5.2 +1.4
SFY SoFi Select 500 ETF 1.7 0 35 4.0 +0.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 10 6.7 +2.9
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 4.5 +0.7
IGPT Invesco AI and Next Gen Software ETF 1.7 60 -25 3.5 -0.3
FDG American Century Focused Dynamic Growth ETF 1.7 45 -10 1.9 -1.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -24 2.8 -1.0
NBDS Neuberger Berman Disrupters ETF 1.7 55 -20 0.9 -2.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.7 40 -5 3.6 -0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -30 3.7 -0.1
LOUP Innovator Deepwater Frontier Tech ETF 1.7 70 -35 1.1 -2.7
AGIQ Sofi Agentic AI ETF 1.7 69 -34 7.4 +3.6
JAVA JPMorgan Active Value ETF 1.7 44 -9 5.8 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 23 5.3 +1.5
SCHK Schwab 1000 Index ETF 1.7 5 30 4.5 +0.7
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 4.5 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 6.1 +2.3
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -24 7.9 +4.1
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.8 +1.0
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 31 6.3 +2.5
VYM Vanguard High Dividend Yield Index ETF 1.6 6 29 6.3 +2.5
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 17 5.8 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 5.4 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 31 5.9 +2.1
BDIV AAM Brentview Dividend Growth ETF 1.6 49 -14 3.7 -0.1
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 7.0 +3.2
STXG Strive 1000 Growth ETF 1.6 18 17 3.4 -0.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 29 7.3 +3.5
DFAU Dimensional US Core Equity Market ETF 1.6 12 23 4.6 +0.8
OEI Optimized Equity Income ETF 1.6 75 -40 3.5 -0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 15 5.6 +1.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.6 75 -40 4.5 +0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 4 1.9 -1.9
PAWZ ProShares Pet Care ETF 1.6 50 -15 3.8 0.0
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -25 7.9 +4.1
FIW First Trust Water ETF 1.6 53 -18 5.0 +1.2
IWL iShares Russell Top 200 ETF 1.6 15 20 4.1 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -15 8.9 +5.1
DUSA Davis Select U.S. Equity ETF 1.6 61 -26 7.5 +3.7
DWLD Davis Select Worldwide ETF 1.6 63 -28 6.9 +3.1
RVRB Reverb ETF 1.6 30 5 4.2 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 1.6 23 12 6.3 +2.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 6.4 +2.6
AGQI First Trust Active Global Quality Income ETF 1.6 85 -50 6.6 +2.8
CZAR Themes Natural Monopoly ETF 1.6 35 0 5.4 +1.6
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.5 +0.7
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 25 4.2 +0.4
FPAG FPA Global Equity ETF 1.6 49 -14 6.2 +2.4
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 5.1 +1.3
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 7.2 +3.4
ILCV iShares Morningstar Value ETF 1.6 4 31 5.6 +1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 8.4 +4.6
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 20 4.4 +0.6
TMFC Motley Fool 100 Index ETF 1.5 50 -15 3.2 -0.6
ARB AltShares Merger Arbitrage ETF 1.5 77 -42 2.6 -1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.5 -0.4
DGT State Street SPDR Global Dow ETF 1.5 50 -15 6.0 +2.2
DFVX Dimensional US Large Cap Vector ETF 1.5 22 13 5.5 +1.7
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.2 +0.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 23 3.6 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 5 4.1 +0.3
IWC iShares Micro-Cap ETF 1.5 60 -25 -1.5 -5.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 18 5.0 +1.2
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 3.7 -0.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 15 4.8 +1.0
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -40 1.0 -2.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.7 +3.9
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 4.2 +0.4
BLES Inspire Global Hope ETF 1.5 61 -26 6.0 +2.2
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.6 +4.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.5 29 6 7.1 +3.3
ROUS Hartford Multifactor US Equity ETF 1.5 19 16 5.7 +1.9
STOX Horizon Core Equity ETF 1.5 70 -35 3.8 0.0
IJH iShares Core S&P Mid-Cap ETF 1.5 5 30 6.5 +2.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 32 6.5 +2.7
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.4 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 26 4.7 +0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 3.9 +0.1
SFTY Horizon Managed Risk ETF 1.5 77 -42 3.7 -0.1
HDV iShares Core High Dividend ETF 1.5 8 27 5.9 +2.1
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.9 +1.1
DXUV Dimensional US Vector Equity ETF 1.5 28 7 5.6 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.5 7 28 6.5 +2.7
FDMO Fidelity Momentum Factor ETF 1.5 15 20 2.7 -1.1
FQAL Fidelity Quality Factor ETF 1.5 15 20 4.9 +1.1
MGC Vanguard Mega Cap ETF 1.5 7 28 4.1 +0.3
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.6 -0.3
RGEF Rockefeller Global Equity ETF 1.5 55 -20 4.1 +0.3
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.6 -0.2
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.3 +0.5
AVMV Avantis U.S. Mid Cap Value ETF 1.4 20 15 7.7 +3.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.4 49 -14 6.9 +3.1
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 31 3.3 -0.5
EPS WisdomTree U.S. LargeCap Fund 1.4 8 27 5.1 +1.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 5.3 +1.5
LRGF iShares U.S. Equity Factor ETF 1.4 8 27 4.9 +1.1
VXF Vanguard Extended Market ETF 1.4 5 30 4.1 +0.3
RAUS RACWI US ETF 1.4 15 20 4.4 +0.6
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 8 8.1 +4.3
AVUS Avantis U.S. Equity ETF 1.4 15 20 5.1 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -26 6.1 +2.3
SFGV Sequoia Global Value ETF 1.4 23 12 7.4 +3.6
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 5 5.3 +1.5
USEW Cambria US EW ETF 1.4 30 5 4.3 +0.5
FFOG Franklin Focused Growth ETF 1.4 61 -26 1.7 -2.1
VOOG Vanguard S&P 500 Growth ETF 1.4 7 28 3.3 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 1.4 34 1 6.1 +2.3
IVW iShares S&P 500 Growth ETF 1.4 18 17 3.2 -0.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 31 3.3 -0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 7.3 +3.5
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 -19 10.0 +6.2
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -7 6.4 +2.6
MBOX Freedom Day Dividend ETF 1.4 39 -4 7.1 +3.3
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 4.9 +1.1
USMV iShares MSCI USA Min Vol Factor ETF 1.3 15 20 5.1 +1.3
RCGE RockCreek Global Equality ETF 1.3 95 -60 6.3 +2.5
USMF WisdomTree U.S. Multifactor Fund 1.3 28 7 6.6 +2.8
MGK Vanguard Mega Cap Growth ETF 1.3 7 28 3.6 -0.3
TOK iShares MSCI Kokusai ETF 1.3 26 9 4.6 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.6 +0.8
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 15 3.1 -0.7
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.3 +1.5
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 20 4.6 +0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 5.7 +1.9
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 5.0 +1.2
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -40 1.6 -2.2
FBOT Fidelity Disruptive Automation ETF 1.3 50 -15 3.1 -0.7
GSPY Gotham Enhanced 500 ETF 1.3 50 -15 4.7 +0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.5 +2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -30 5.0 +1.2
WSML iShares MSCI World Small-Cap ETF 1.3 15 20 5.7 +1.9
MFVL Motley Fool Value Factor ETF 1.3 50 -15 5.7 +1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -7 4.5 +0.7
AQLT iShares MSCI Global Quality Factor ETF 1.2 18 17 0.0 -3.8
URTH iShares MSCI World ETF 1.2 24 11 4.6 +0.8
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.1 +2.3
SGLC SGI U.S. Large Cap Core ETF 1.2 85 -50 4.0 +0.2
AVUQ Avantis U.S. Quality ETF 1.2 15 20 3.8 -0.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -50 5.0 +1.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 30 7.8 +4.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.2 19 16 5.2 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 -3 7.0 +3.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 0 7.0 +3.2
GEW Cambria Global EW ETF 1.2 29 6 5.6 +1.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.7 +2.9
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 6.0 +2.2
FVD First Trust Value Line Dividend Index Fund 1.2 65 -30 5.6 +1.8
VONG Vanguard Russell 1000 Growth ETF 1.2 7 28 3.7 -0.1
IWF iShares Russell 1000 Growth ETF 1.2 19 16 3.6 -0.2
BGRO iShares Large Cap Growth Active ETF 1.2 55 -20 2.1 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 23 4.7 +0.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 31 3.5 -0.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.3 +0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 27 4.6 +0.8
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 9.3 +5.5
OEF iShares S&P 100 ETF 1.2 20 15 4.1 +0.3
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 22 1.9 -1.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 14 3.2 -0.7
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.6 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.7 +3.9
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -30 7.6 +3.8
VALQ American Century U.S. Quality Value ETF 1.1 29 6 7.1 +3.3
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 10 4.9 +1.1
COWZ Pacer US Cash Cows 100 ETF 1.1 49 -14 7.7 +3.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -14 7.7 +3.9
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.8 +1.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.1 67 -32 9.0 +5.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.1 12 23 6.6 +2.8
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.8 -0.0
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 4.4 +0.6
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.0 +1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 8.2 +4.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 25 3.9 +0.1
OSCV Opus Small Cap Value ETF 1.1 79 -44 6.0 +2.2
GURU Global X Guru Index ETF 1.1 75 -40 2.6 -1.2
VT Vanguard Total World Stock ETF 1.1 6 29 5.3 +1.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 -3 4.1 +0.3
ULVM VictoryShares US Value Momentum ETF 1.1 20 15 6.5 +2.7
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.4 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 7 5.6 +1.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 10 6.6 +2.8
IBOT Vaneck Robotics ETF 1.0 47 -12 3.7 -0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -40 6.6 +2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.2 +1.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -14 8.1 +4.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -14 4.0 +0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -25 8.4 +4.6
IWN iShares Russell 2000 Value ETF 1.0 24 11 5.3 +1.5
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 5.5 +1.7
TAX Cambria Tax Aware ETF 1.0 49 -14 4.5 +0.7
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 10 6.6 +2.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 -25 6.0 +2.2
DSI iShares MSCI KLD 400 Social ETF 1.0 25 10 4.4 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 29 6 5.9 +2.1
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.5 +6.7
JGRO JPMorgan Active Growth ETF 1.0 44 -9 2.5 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 15 5.6 +1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 3.8 0.0
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -24 2.4 -1.4
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 7 5.9 +2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.5 +1.7
ROE Astoria US Quality Kings ETF 0.9 49 -14 5.8 +2.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.2 +3.4
CGUS Capital Group Core Equity ETF 0.9 33 2 3.8 0.0
DARP Grizzle Growth ETF 0.9 75 -40 1.8 -2.0
RFFC ALPS Active Equity Opportunity ETF 0.9 48 -13 3.8 +0.0
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 3.7 -0.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 17 3.3 -0.6
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -7 3.8 +0.0
ABLS Abacus FCF Small Cap Leaders ETF 0.9 59 -24 5.0 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 15 5.0 +1.2
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -15 3.9 +0.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -25 4.9 +1.1
TTAC FCF US Quality ETF 0.9 59 -24 5.3 +1.5
GLOF iShares Global Equity Factor ETF 0.9 20 15 6.0 +2.2
FDWM Fidelity Women's Leadership ETF 0.8 59 -24 3.7 -0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 8.4 +4.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 20 8.4 +4.6
YNOT Horizon Digital Frontier ETF 0.8 75 -40 2.9 -1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 25 8.5 +4.7
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -40 5.7 +1.9
EBI Longview Advantage ETF 0.8 35 0 6.3 +2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 10.1 +6.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -14 4.9 +1.1
FDLS Inspire Fidelis Multi Factor ETF 0.8 76 -41 3.5 -0.3
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 23 7.5 +3.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 25 4.5 +0.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.7
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -24 9.9 +6.1
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 25 4.5 +0.7
MGMT Ballast Small/Mid Cap ETF 0.7 110 -75 7.9 +4.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.7 25 10 11.9 +8.1
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.7 +0.9
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 12 5.7 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 8.5 +4.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.7 89 -54 8.3 +4.5
DEEP Roundhill Acquirers Deep Value ETF 0.7 80 -45 17.3 +13.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 8.7 +4.9
REVS Columbia Research Enhanced Value ETF 0.7 19 16 7.1 +3.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.6 59 -24 8.9 +5.1
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.2 -2.6
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.4 +3.6
DIVB iShares Core Dividend ETF 0.6 5 30 7.6 +3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 10 5.8 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.1 +1.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 0 5.2 +1.4
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 4.3 +0.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 25 4.0 +0.2
SMMD iShares Russell 2500 ETF 0.6 15 20 6.1 +2.3
DUHP Dimensional US High Profitability ETF 0.6 21 14 5.3 +1.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -14 5.2 +1.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 -4 6.3 +2.5
RECS Columbia Research Enhanced Core ETF 0.5 15 20 5.6 +1.8
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 10 8.8 +5.0
IOO iShares Global 100 ETF 0.5 41 -6 4.2 +0.4
FFF Founders 100 ETF 0.5 75 -40 2.7 -1.1
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -20 5.3 +1.5
FITE State Street SPDR S&P Kensho Future Security ETF 0.5 45 -10 1.3 -2.5
LQPE PEO AlphaQuest Thematic PE ETF 0.5 125 -90 5.3 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 0 5.7 +1.9
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.5 +2.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 5.6 +1.8
QDF FlexShares Quality Dividend Index Fund 0.5 37 -2 5.7 +1.9
VAMO Cambria Value & Momentum ETF 0.4 61 -26 5.3 +1.5
MOO VanEck Agribusiness ETF 0.4 53 -18 8.5 +4.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 9.6 +5.8
VLUE iShares MSCI USA Value Factor ETF 0.4 15 20 7.9 +4.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 -12 8.6 +4.8
WSGE Warren Street Global Equity ETF 0.4 80 -45 3.0 -0.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 7.1 +3.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 10 7.9 +4.1
MEDX Horizon Kinetics Medical ETF 0.3 85 -50 1.5 -2.3
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 9.2 +5.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 8.6 +4.8
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -33 3.4 -0.4
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 -15 4.6 +0.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 10.8 +7.0
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.8 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 13 5.0 +1.2
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.0 +0.2
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.6 +3.8
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 20 6.2 +2.4
HELX Franklin Genomic Advancements ETF 0.3 50 -15 -1.4 -5.2
NUDV Nuveen ESG Dividend ETF 0.2 26 9 6.2 +2.4
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -45 15.9 +12.1
ISRA VanEck Israel ETF 0.2 59 -24 6.0 +2.2
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 21 4.2 +0.4
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.5 +3.7
PY Principal Value ETF 0.2 15 20 7.2 +3.4
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.1 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 20 2.8 -1.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.3 -3.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 9.0 +5.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 3.5 -0.3
IBB iShares Biotechnology ETF 0.1 45 -10 -0.5 -4.3
TEXN iShares Texas Equity ETF 0.1 20 15 5.3 +1.5
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 8.2 +4.4
VEGN US Vegan Climate ETF 0.0 60 -25 4.2 +0.4

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 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.8 %
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.