SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 28.0x P/Sales
ratio		 2.2x
P/BV
ratio		 2.1x Div.
yield		 1.0%


  • 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) $149
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 62
Wgt avg mkt cap (mns) $24,433
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 2.9 %
ALPHATEC HOLDINGS INC 2.4 %
IDEXX LABORATORIES INC 2.3 %
IRHYTHM TECHNOLOGIES, INC. 2.3 %
LIVANOVA PLC 2.2 %
INTEGRA LIFESCIENCES HOLDING 2.2 %
CRYOLIFE INC 2.2 %
INSULET CORP 2.1 %
LEMAITRE VASCULAR INC 2.1 %
ZIMMER HOLDINGS INC 2.0 %
Total 22.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.9 %
IRELAND 3.9 %
BRITAIN 3.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-7.2% -8.7% -3.2% 6.6% 9.4%

Market Correlations
versus... Beta R-squared
S&P500 1.11 60%
MSCI EAFE 0.85 41%
MSCI Emg. Mkts. 0.64 24%

Technical Indicators
Recent close $80.62
30d moving avg. $80.54
Annualized volatility 21.7%
Short interest (ETF) 0.2%
Short interest (Underlying) 5.3%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 15
Turnover 0.8%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 673 potential alternatives to the SPDR S&P Health Care Equipment ETF ETF based on the alternatives' overlap in portfolio holdings with XHE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

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


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
(%)
IHI iShares U.S. Medical Devices ETF 38.9 40 -5 4.0 +0.3
MDEV First Trust Indxx Medical Devices ETF 38.8 70 -35 4.5 +0.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 33.3 68 -33 2.4 -1.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 29.9 40 -5 8.3 +4.6
FXH First Trust Health Care AlphaDEX Fund 22.4 62 -27 8.5 +4.8
PSCH Invesco S&P SmallCap Health Care ETF 21.8 29 6 4.5 +0.8
FMED Fidelity Disruptive Medicine ETF 20.8 50 -15 -1.1 -4.8
HEAL Global X HealthTech ETF 20.5 50 -15 -0.6 -4.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 19.8 65 -30 1.1 -2.6
BMED Future Health ETF 18.1 85 -50 0.5 -3.2
VHT Vanguard Health Care ETF 17.4 9 26 6.1 +2.5
IYH iShares U.S. Healthcare ETF 17.2 40 -5 7.0 +3.3
FHLC Fidelity MSCI Health Care Index ETF 17.0 8 27 6.4 +2.7
XLV Health Care Select Sector SPDR Fund 16.8 8 27 7.7 +4.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 16.0 60 -25 7.6 +3.9
AGNG Global X Aging Population ETF 15.6 50 -15 4.9 +1.2
FDHT Fidelity Digital Health ETF 15.1 39 -4 0.8 -2.8
MEDI Harbor Health Care ETF 14.5 80 -45 -1.4 -5.1
IXJ iShares Global Healthcare ETF 14.2 42 -7 7.3 +3.6
LFSC F/m Emerald Life Sciences Innovation ETF 13.1 79 -44 0.0 -3.7
ANEW ProShares MSCI Transformational Changes ETF 12.4 45 -10 6.1 +2.4
HRTS Tema Heart & Health ETF 12.4 75 -40 1.3 -2.4
GDOC Goldman Sachs Future Health Care Equity ETF 11.7 75 -40 2.8 -0.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.0 60 -25 -2.6 -6.3
PINK Simplify Health Care ETF 9.8 50 -15 1.0 -2.7
HART IQ Healthy Hearts ETF 9.6 45 -10 6.7 +3.0
USRD Themes US R&D Champions ETF 9.0 29 6 4.5 +0.9
CSMD Congress SMid Growth ETF 8.8 69 -34 3.9 +0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 8.6 50 -15 5.6 +1.9
HKND Humankind US Stock ETF 8.5 11 24 7.1 +3.4
DTEC ALPS Disruptive Technologies ETF 8.1 50 -15 3.9 +0.3
RUNN Running Oak Efficient Growth ETF 7.2 58 -23 4.9 +1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.2 60 -25 4.6 +0.9
QGRO American Century U.S. Quality Growth ETF 7.0 29 6 3.5 -0.2
QQQS Invesco NASDAQ Future Gen 200 ETF 7.0 20 15 -4.1 -7.7
MID American Century Mid Cap Growth Impact ETF 6.7 45 -10 3.2 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.4 15 20 4.1 +0.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.1 65 -30 4.7 +1.0
FLV American Century Focused Large Cap Value ETF 6.0 42 -7 6.6 +2.9
TMFS Motley Fool Small-Cap Growth ETF 6.0 85 -50 3.8 +0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.8 38 -3 6.3 +2.6
SMOT VanEck Morningstar SMID Moat ETF 5.6 49 -14 6.5 +2.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.6 60 -25 3.9 +0.2
LVOL American Century Low Volatility ETF 5.5 29 6 4.9 +1.2
BLCV iShares Large Cap Value Active ETF 5.4 53 -18 7.3 +3.6
GGRW Gabelli Growth Innovators ETF 5.3 90 -55 2.3 -1.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.3 40 -5 5.4 +1.7
SPMV Invesco S&P 500 Minimum Variance ETF 5.1 10 25 5.3 +1.6
VOT Vanguard Mid-Cap Growth ETF 5.1 7 28 3.6 -0.1
SQLV Royce Quant Small-Cap Quality Value ETF 5.1 60 -25 9.3 +5.7
REVS Columbia Research Enhanced Value ETF 5.1 19 16 7.6 +3.9
JSML Janus Henderson Small Cap Growth Alpha ETF 5.0 30 5 7.7 +4.0
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -17 3.6 -0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.0 25 10 5.4 +1.7
SPLV Invesco S&P 500 Low Volatility ETF 5.0 25 10 5.3 +1.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.0 35 0 4.1 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 4.9 39 -4 5.6 +1.9
CGDV Capital Group Dividend Value ETF 4.8 33 2 4.5 +0.9
BIBL Inspire 100 ETF 4.8 35 0 5.1 +1.4
AGRW Allspring LT Large Growth ETF 4.8 35 0 3.5 -0.2
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 0 6.5 +2.8
BKWO BNY Mellon Women's Opportunities ETF 4.6 50 -15 3.6 -0.0
HLAL Wahed FTSE USA Shariah ETF 4.5 50 -15 4.7 +1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.5 35 0 6.1 +2.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.5 35 0 4.2 +0.6
THRO iShares U.S. Thematic Rotation Active ETF 4.4 90 -55 4.0 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.4 10 25 5.1 +1.4
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 4.5 +0.8
RND First Trust Bloomberg R&D Leaders ETF 4.3 60 -25 3.6 -0.1
NIXT Research Affiliates Deletions ETF 4.3 9 26 8.7 +5.0
IWP iShares Russell Mid-Cap Growth ETF 4.3 23 12 3.4 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 5.3 +1.6
PSET Principal Quality ETF 4.3 15 20 5.3 +1.6
CATH Global X S&P 500 Catholic Values Custom ETF 4.2 29 6 4.6 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 4.2 18 17 5.5 +1.8
NANC Unusual Whales Subversive Democratic Trading ETF 4.2 75 -40 3.7 -0.0
TOLL Tema Durable Quality ETF 4.2 75 -40 5.1 +1.5
PSC Principal U.S. Small-Cap ETF 4.1 38 -3 6.8 +3.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 4.1 55 -20 4.7 +1.0
IMCG iShares Morningstar Mid-Cap Growth ETF 4.1 6 29 4.0 +0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.1 10 25 5.6 +2.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.1 20 15 4.6 +0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 4.1 12 23 7.9 +4.2
PWB Invesco Large Cap Growth ETF 4.0 56 -21 3.1 -0.6
KOMP SPDR S&P Kensho New Economies Composite ETF 4.0 20 15 2.5 -1.2
SMAP Amplify Small-Mid Cap Equity ETF 4.0 60 -25 5.6 +1.9
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 0 4.8 +1.1
SLYG SPDR S&P 600 Small Cap Growth ETF 4.0 15 20 5.5 +1.9
RJMG FT Raymond James Multicap Growth Equity ETF 4.0 85 -50 2.0 -1.7
ETHO Etho Climate Leadership U.S. ETF 4.0 47 -12 5.3 +1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -23 4.2 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -35 4.8 +1.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.9 15 20 6.7 +3.0
MOAT VanEck Morningstar Wide Moat ETF 3.9 46 -11 5.8 +2.1
MOTE VanEck Morningstar ESG Moat ETF 3.9 49 -14 6.1 +2.4
MVAL VanEck Morningstar Wide Moat Value ETF 3.9 49 -14 6.6 +3.0
ABEQ Absolute Select Value ETF 3.9 85 -50 4.6 +1.0
CVAR Cultivar ETF 3.8 87 -52 6.8 +3.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.8 52 -17 5.6 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.8 58 -23 5.5 +1.8
FDWM Fidelity Women's Leadership ETF 3.8 59 -24 4.8 +1.2
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -20 4.8 +1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 3.8 71 -36 0.4 -3.2
SXQG ETC 6 Meridian Quality Growth ETF 3.8 100 -65 4.7 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 3.8 59 -24 2.7 -1.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 4 6.9 +3.3
VALQ American Century U.S. Quality Value ETF 3.8 29 6 7.7 +4.0
GURU Global X Guru Index ETF 3.8 75 -40 2.9 -0.8
DANA Dana Unconstrained Equity ETF 3.8 50 -15 2.9 -0.7
OCFS Otter Creek Focus Strategy ETF 3.8 85 -50 4.0 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 45 -10 4.4 +0.7
AIEQ AI Powered Equity ETF 3.7 75 -40 3.7 +0.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.7 60 -25 4.9 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 26 6.1 +2.4
PTL Inspire 500 ETF 3.7 9 26 5.1 +1.4
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 5.9 +2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.7 40 -5 5.8 +2.2
CWS AdvisorShares Focused Equity ETF 3.7 84 -49 5.1 +1.5
JGRW Jensen Quality Growth ETF 3.7 57 -22 4.5 +0.8
BRIF FIS Bright Portfolios Focused Equity ETF 3.7 65 -30 4.8 +1.1
AVMC Avantis U.S. Mid Cap Equity ETF 3.6 18 17 6.9 +3.2
LCF Touchstone US Large Cap Focused ETF 3.6 69 -34 4.2 +0.5
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 6 4.7 +1.0
POWA Invesco Bloomberg Pricing Power ETF 3.6 40 -5 5.3 +1.6
SWP SWP Growth & Income ETF 3.6 99 -64 4.0 +0.3
IBRN iShares Neuroscience and Healthcare ETF 3.6 47 -12 0.0 -3.7
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.2 +3.6
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 -24 5.8 +2.1
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 0 7.1 +3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 6.5 +2.8
CAML Congress Large Cap Growth ETF 3.5 66 -31 3.4 -0.2
XJR iShares ESG Screened S&P Small-Cap ETF 3.5 12 23 7.3 +3.6
IWX iShares Russell Top 200 Value ETF 3.5 20 15 6.2 +2.5
JEPI JPMorgan Equity Premium Income ETF 3.5 35 0 5.7 +2.0
ROBO ROBO Global Robotics & Automation Index ETF 3.4 95 -60 3.4 -0.3
IWFG IQ Winslow Focused Large Cap Growth ETF 3.4 65 -30 2.9 -0.8
FDMO Fidelity Momentum Factor ETF 3.4 15 20 3.6 -0.1
ADME Aptus Drawdown Managed Equity ETF 3.4 79 -44 4.1 +0.4
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.1 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 3.4 65 -30 2.7 -1.0
QLTY GMO U.S. Quality ETF 3.4 50 -15 4.7 +1.0
BUL Pacer US Cash Cows Growth ETF 3.4 60 -25 6.6 +2.9
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 15 6.6 +2.9
MAVF Matrix Advisors Value ETF 3.4 75 -40 5.6 +2.0
PRAY FIS Christian Stock Fund 3.4 69 -34 5.1 +1.5
DIVL Madison Dividend Value ETF 3.4 65 -30 5.8 +2.2
VO Vanguard Mid-Cap ETF 3.4 4 31 5.7 +2.0
DVND Touchstone Dividend Select ETF 3.4 67 -32 5.6 +1.9
HAPS Harbor Human Capital Factor US Small Cap ETF 3.4 60 -25 3.9 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 22 5.7 +2.0
FFOX FundX Future Fund Opportunities ETF 3.3 100 -65 4.2 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 3.3 59 -24 4.0 +0.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.3 15 20 4.6 +1.0
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 26 5.5 +1.8
DFUV Dimensional US Marketwide Value ETF 3.3 22 13 7.5 +3.8
VTWG Vanguard Russell 2000 Growth ETF 3.3 10 25 1.4 -2.2
DFLV Dimensional US Large Cap Value ETF 3.3 22 13 7.7 +4.1
IWO iShares Russell 2000 Growth ETF 3.3 24 11 1.3 -2.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.3 75 -40 5.0 +1.3
SIZE iShares MSCI USA Size Factor ETF 3.3 15 20 6.1 +2.4
FEGE First Eagle Global Equity ETF 3.3 79 -44 6.8 +3.1
IJR iShares Core S&P Small Cap ETF 3.3 6 29 7.6 +3.9
SDY SPDR S&P Dividend ETF 3.3 35 0 6.6 +2.9
GLBL Pacer MSCI World Industry Advantage ETF 3.2 65 -30 4.1 +0.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.2 35 0 5.3 +1.6
IMCB iShares Morningstar Mid-Cap ETF 3.2 4 31 6.0 +2.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 10 7.8 +4.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 20 7.5 +3.9
BELT iShares Long-Term U.S. Equity Active ETF 3.2 75 -40 3.0 -0.7
PRXV Praxis Impact Large Cap Value ETF 3.2 36 -1 6.5 +2.8
HLGE Hartford Longevity Economy ETF 3.2 44 -9 -0.4 -4.1
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 0 3.2 -0.5
TMFX Motley Fool Next Index ETF 3.2 50 -15 2.6 -1.1
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 2.9 -0.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 -4 3.6 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.2 30 5 8.2 +4.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.2 50 -15 4.2 +0.6
TMFM Motley Fool Mid-Cap Growth ETF 3.2 85 -50 2.7 -1.0
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 7.0 +3.3
TMFG Motley Fool Global Opportunities ETF 3.1 85 -50 3.9 +0.2
ITAN Sparkline Intangible Value ETF 3.1 50 -15 6.5 +2.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.5 +0.8
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.6 +2.0
VIOO Vanguard S&P Small-Cap 600 ETF 3.1 7 28 7.6 +3.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.1 64 -29 2.2 -1.5
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 0 5.1 +1.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.1 3 32 7.6 +4.0
BOTZ Global X Robotics & Artificial Intelligence ETF 3.1 69 -34 2.4 -1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.0 20 15 6.4 +2.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.0 55 -20 10.0 +6.3
AVMV Avantis U.S. Mid Cap Value ETF 3.0 20 15 8.6 +5.0
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 31 6.7 +3.0
IWD iShares Russell 1000 Value ETF 3.0 19 16 6.4 +2.7
VONV Vanguard Russell 1000 Value ETF 3.0 7 28 6.5 +2.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.0 49 -14 3.8 +0.1
OALC OneAscent Large Cap Core ETF 3.0 86 -51 4.0 +0.4
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 23 5.9 +2.2
CGGR Capital Group Growth ETF 2.9 39 -4 3.1 -0.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.9 59 -24 8.9 +5.2
RECS Columbia Research Enhanced Core ETF 2.9 15 20 5.6 +2.0
IQM Franklin Intelligent Machines ETF 2.8 50 -15 2.0 -1.7
VIG Vanguard Dividend Appreciation ETF 2.8 5 30 5.5 +1.8
VOOV Vanguard S&P 500 Value ETF 2.8 7 28 6.3 +2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 4.9 +1.2
IVE iShares S&P 500 Value ETF 2.8 18 17 6.2 +2.5
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 31 6.3 +2.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.8 60 -25 8.1 +4.4
EQWL Invesco S&P 100 Equal Weight ETF 2.8 25 10 6.2 +2.6
CGUS Capital Group Core Equity ETF 2.8 33 2 4.3 +0.6
CSD Invesco S&P Spin-Off ETF 2.8 65 -30 4.3 +0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 20 4.6 +0.9
ACVF American Conservative Values ETF 2.8 75 -40 4.3 +0.7
IUSV iShares Core S&P US Value ETF 2.7 4 31 6.4 +2.8
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 21 5.3 +1.6
MAGA Point Bridge America First ETF 2.7 72 -37 5.7 +2.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 15 4.4 +0.7
CZA Invesco Zacks Mid-Cap ETF 2.7 72 -37 6.5 +2.9
CHGX AXS Change Finance ESG ETF 2.7 49 -14 4.8 +1.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.7 15 20 7.8 +4.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 16 5.3 +1.6
KNO AXS Knowledge Leaders ETF 2.7 78 -43 6.0 +2.3
PRNT 3D Printing ETF 2.7 66 -31 1.3 -2.4
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.1 +1.4
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 26 4.9 +1.2
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 17 5.1 +1.4
IWR iShares Russell Midcap ETF 2.6 19 16 5.7 +2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 5.5 +1.9
LQPE PEO AlphaQuest Thematic PE ETF 2.5 125 -90 5.1 +1.5
BFOR ALPS Barron's 400 ETF 2.5 65 -30 5.9 +2.3
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 7.0 +3.3
STXK Strive Small-Cap ETF 2.5 18 17 5.8 +2.1
BGRO iShares Large Cap Growth Active ETF 2.5 55 -20 3.0 -0.6
GVLU Gotham 1000 Value ETF 2.5 50 -15 8.8 +5.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.5 59 -24 6.2 +2.5
MGV Vanguard Mega Cap Value ETF 2.5 7 28 6.6 +2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 11 7.7 +4.0
JGRO JPMorgan Active Growth ETF 2.5 44 -9 3.3 -0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.5 35 0 9.4 +5.7
KRMA Global X Conscious Companies ETF 2.5 43 -8 5.8 +2.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -30 2.1 -1.6
STXD Strive 1000 Dividend Growth ETF 2.5 35 0 4.7 +1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.8 +1.1
VBK Vanguard Small-Cap Growth ETF 2.5 7 28 1.9 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.6 +3.9
ILCG iShares Morningstar Growth ETF 2.5 4 31 3.6 -0.1
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 20 3.4 -0.3
DGRO iShares Core Dividend Growth ETF 2.4 8 27 6.5 +2.8
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 29 2.9 -0.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.4 12 23 7.3 +3.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 4.2 +0.5
NULG Nuveen ESG Large-Cap Growth ETF 2.4 26 9 3.3 -0.4
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 26 4.7 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 20 5.9 +2.3
PFM Invesco Dividend Achievers ETF 2.4 53 -18 5.2 +1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 4.7 +1.1
VTV Vanguard Value ETF 2.4 4 31 6.8 +3.2
VOTE TCW Transform 500 ETF 2.4 5 30 4.8 +1.1
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.3 +1.6
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 29 8.0 +4.4
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 5.2 +1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 4.9 +1.2
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 17 6.7 +3.0
FESM Fidelity Enhanced Small Cap ETF 2.4 28 7 7.2 +3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 24 4.8 +1.2
DSMC Distillate Small/Mid Cash Flow ETF 2.4 55 -20 11.9 +8.2
RSSL Global X Russell 2000 ETF 2.4 8 27 4.3 +0.7
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.3 +2.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 23 5.8 +2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 35 4.9 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.8 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 31 5.9 +2.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.3 49 -14 4.7 +1.0
FPX First Trust US Equity Opportunities ETF 2.3 61 -26 1.0 -2.7
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 6 7.0 +3.4
XVV iShares ESG Screened S&P 500 ETF 2.3 8 27 4.7 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 4.9 +1.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.3 12 23 4.5 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.0 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 5.1 +1.5
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -40 7.5 +3.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.7 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.3 48 -13 6.0 +2.4
PAWZ ProShares Pet Care ETF 2.3 50 -15 3.8 +0.2
EMOT First Trust S&P 500 Economic Moat ETF 2.3 60 -25 7.9 +4.2
FIW First Trust Water ETF 2.3 53 -18 4.7 +1.1
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 17 9.7 +6.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.1 +2.4
IWM iShares Russell 2000 ETF 2.2 19 16 4.3 +0.6
VTWO Vanguard Russell 2000 ETF 2.2 7 28 4.3 +0.6
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 5.4 +1.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.4 +0.8
STXV Strive 1000 Value ETF 2.2 18 17 7.9 +4.3
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.4 +2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 20 4.5 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 15 4.6 +1.0
QUS SPDR MSCI USA StrategicFactors ETF 2.1 15 20 5.7 +2.0
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -26 5.9 +2.2
VOO Vanguard S&P 500 ETF 2.1 3 32 4.9 +1.2
IVV iShares Core S&P 500 ETF 2.1 3 32 4.9 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 9.7 +6.0
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 33 4.9 +1.2
SPY SPDR S&P 500 ETF Trust 2.1 9 26 4.8 +1.2
ROSC Hartford Multifactor Small Cap ETF 2.1 34 1 9.2 +5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 5.3 +1.6
SUSA iShares MSCI USA ESG Select ETF 2.1 25 10 4.7 +1.0
SPMO Invesco S&P 500 Momentum ETF 2.1 13 22 3.5 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 2.1 15 20 7.0 +3.3
QGRW WisdomTree U.S. Quality Growth Fund 2.1 28 7 4.1 +0.5
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 20 9.7 +6.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -60 0.5 -3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 24 5.1 +1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 32 5.1 +1.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 4 2.6 -1.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.8 +3.1
QUVU Hartford Quality Value ETF 2.1 46 -11 7.2 +3.6
BLES Inspire Global Hope ETF 2.1 61 -26 6.8 +3.1
VOE Vanguard Mid-Cap Value ETF 2.1 7 28 7.6 +3.9
STRV Strive 500 ETF 2.1 5 30 4.8 +1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 2.1 80 -45 6.1 +2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 -30 3.5 -0.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.1 70 -35 4.6 +1.0
DFUS Dimensional U.S. Equity ETF 2.0 9 26 4.8 +1.1
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 32 4.8 +1.1
VB Vanguard Small-Cap ETF 2.0 5 30 6.1 +2.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 15 7.6 +3.9
PBUS Invesco MSCI USA ETF 2.0 4 31 4.8 +1.1
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 17 4.6 +0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 32 4.8 +1.2
VTI Vanguard Total Stock Market ETF 2.0 3 32 4.8 +1.2
VV Vanguard Large-Cap ETF 2.0 4 31 4.8 +1.1
VYM Vanguard High Dividend Yield Index ETF 2.0 6 29 6.9 +3.3
DFVX Dimensional US Large Cap Vector ETF 2.0 22 13 6.2 +2.5
IWV iShares Russell 3000 ETF 2.0 20 15 4.7 +1.0
VTHR Vanguard Russell 3000 ETF 2.0 7 28 4.8 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 4.0 +0.3
JHSC John Hancock Multifactor Small Cap ETF 2.0 42 -7 6.6 +2.9
IWB iShares Russell 1000 ETF 2.0 15 20 4.8 +1.1
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.7 +1.1
VONE Vanguard Russell 1000 ETF 2.0 7 28 4.9 +1.2
IWS iShares Russell Mid-Cap Value ETF 2.0 23 12 6.7 +3.0
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -54 4.8 +1.1
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -45 4.6 +0.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -25 5.7 +2.0
STXG Strive 1000 Growth ETF 2.0 18 17 3.8 +0.1
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 6.5 +2.8
ROE Astoria US Quality Kings ETF 2.0 49 -14 6.5 +2.8
DIVS SmartETFs Dividend Builder ETF 2.0 65 -30 5.0 +1.3
UDI USCF Dividend Income Fund 2.0 65 -30 8.1 +4.4
ASLV Allspring Special Large Value ETF 2.0 35 0 6.4 +2.8
AGQI First Trust Active Global Quality Income ETF 2.0 85 -50 4.8 +1.1
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 -23 7.4 +3.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.6 +1.9
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.9 +1.2
SFY SoFi Select 500 ETF 1.9 0 35 4.4 +0.7
SFYX SoFi Next 500 ETF 1.9 0 35 5.7 +2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -15 8.1 +4.4
EPS WisdomTree U.S. LargeCap Fund 1.9 8 27 5.6 +2.0
SCHX Schwab U.S. Large-Cap ETF 1.9 3 32 4.9 +1.2
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 5.0 +1.3
SCHK Schwab 1000 Index ETF 1.9 5 30 4.9 +1.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.9 75 -40 5.3 +1.7
QVAL Alpha Architect US Quantitative Value ETF 1.9 39 -4 9.6 +5.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.9 35 0 7.1 +3.5
EVX VanEck Environmental Services ETF 1.9 55 -20 2.3 -1.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -10 3.1 -0.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 -3 4.5 +0.8
BLCR iShares Large Cap Core Active ETF 1.9 36 -1 3.6 -0.1
MGRO VanEck Morningstar Wide Moat Growth ETF 1.9 49 -14 4.6 +0.9
SSPY Syntax Stratified LargeCap ETF 1.9 30 5 6.7 +3.0
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.6 +0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.9 49 -14 5.8 +2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.9 25 10 5.3 +1.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.9 65 -30 6.4 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.0 +4.4
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 17 5.3 +1.6
VUG Vanguard Growth ETF 1.9 4 31 4.0 +0.3
HDUS Hartford Disciplined US Equity ETF 1.9 19 16 5.6 +1.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.9 18 17 6.5 +2.8
IWL iShares Russell Top 200 ETF 1.9 15 20 4.6 +0.9
SCHA Schwab U.S. Small-Cap ETF 1.9 4 31 5.9 +2.2
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 -25 11.0 +7.4
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.5 +0.8
GK AdvisorShares Gerber Kawasaki ETF 1.9 75 -40 2.4 -1.3
SEMG Suncoast Select Growth ETF 1.9 60 -25 4.2 +0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -25 2.0 -1.7
RVRB Reverb ETF 1.8 30 5 4.5 +0.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.6 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.8 15 20 5.8 +2.1
SAMM Strategas Macro Momentum ETF 1.8 66 -31 2.3 -1.4
PCGG Polen Capital Global Growth ETF 1.8 85 -50 3.8 +0.1
FTCS First Trust Capital Strength ETF 1.8 55 -20 5.8 +2.2
PJP Invesco Pharmaceuticals ETF 1.8 57 -22 7.8 +4.2
BEEX BeeHive ETF 1.8 84 -49 4.2 +0.6
HDV iShares Core High Dividend ETF 1.8 8 27 7.2 +3.5
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 25 4.6 +0.9
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 4.5 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.8 +1.2
PRXG Praxis Impact Large Cap Growth ETF 1.8 36 -1 3.6 -0.0
DWLD Davis Select Worldwide ETF 1.8 63 -28 7.1 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 6.0 +2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 6 8.2 +4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.2 +1.5
DFAU Dimensional US Core Equity Market ETF 1.8 12 23 5.0 +1.3
FQAL Fidelity Quality Factor ETF 1.8 15 20 5.6 +1.9
DFAS Dimensional U.S. Small Cap ETF 1.8 26 9 6.4 +2.7
YOKE Yoke Core ETF 1.8 42 -7 4.3 +0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 15 6.9 +3.3
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.3 +1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 6 6.2 +2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 18 5.6 +2.0
ISCB iShares Morningstar Small-Cap ETF 1.8 4 31 6.2 +2.5
MGC Vanguard Mega Cap ETF 1.8 7 28 4.6 +0.9
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -24 2.8 -0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 15 6.2 +2.6
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.1 +1.4
PEXL Pacer US Export Leaders ETF 1.8 60 -25 4.5 +0.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -50 6.8 +3.2
NUSC Nuveen ESG Small-Cap ETF 1.7 31 4 5.3 +1.6
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.8 +3.2
VBR Vanguard Small Cap Value ETF 1.7 7 28 9.0 +5.4
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 10 5.6 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 18 5.8 +2.2
DCOR Dimensional US Core Equity 1 ETF 1.7 14 21 5.3 +1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 6.5 +2.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.7 67 -32 9.8 +6.1
SNSR Global X Internet of Things ETF 1.7 68 -33 4.5 +0.8
FTGS First Trust Growth Strength ETF 1.7 60 -25 4.9 +1.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 5.5 +1.8
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 4.1 +0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 4.4 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 23 5.1 +1.4
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 15 8.7 +5.1
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 20 4.7 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 5 4.3 +0.7
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.2 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 25 6.0 +2.3
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.5 +1.8
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 20 5.8 +2.1
RGEF Rockefeller Global Equity ETF 1.6 55 -20 4.7 +1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.6 15 20 5.9 +2.2
AUSF Global X Adaptive U.S. Factor ETF 1.6 27 8 8.7 +5.0
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 9 6.3 +2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.0 +1.4
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -15 7.2 +3.5
EES WisdomTree U.S. SmallCap Fund 1.6 38 -3 8.7 +5.0
FDG American Century Focused Dynamic Growth ETF 1.6 45 -10 1.9 -1.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.6 45 -10 2.6 -1.1
NBDS Neuberger Berman Disrupters ETF 1.6 55 -20 0.7 -3.0
FBOT Fidelity Disruptive Automation ETF 1.6 50 -15 3.7 0.0
FFOG Franklin Focused Growth ETF 1.6 61 -26 2.3 -1.3
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -25 4.2 +0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -5 3.7 +0.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.6 65 -30 3.6 -0.1
TOK iShares MSCI Kokusai ETF 1.6 26 9 5.0 +1.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.6 49 -14 3.7 +0.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 30 8.0 +4.3
ILCV iShares Morningstar Value ETF 1.6 4 31 6.4 +2.7
AFLG First Trust Active Factor Large Cap ETF 1.6 55 -20 6.3 +2.6
DGT SPDR Global Dow ETF 1.6 50 -15 6.9 +3.3
BGDV Bahl & Gaynor Dividend ETF 1.6 45 -10 4.6 +1.0
AVUS Avantis U.S. Equity ETF 1.6 15 20 5.7 +2.0
ISMD Inspire Small/Mid Cap ETF 1.5 54 -19 5.5 +1.8
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.9 +2.2
MGK Vanguard Mega Cap Growth ETF 1.5 7 28 4.1 +0.4
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.5 +0.8
QQQ Invesco QQQ Trust Series I 1.5 20 15 4.0 +0.4
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 31 4.1 +0.4
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 4.1 +0.4
VOOG Vanguard S&P 500 Growth ETF 1.5 7 28 4.0 +0.3
IVW iShares S&P 500 Growth ETF 1.5 18 17 3.9 +0.2
SPYG SPDR Portfolio S&P 500 Growth ETF 1.5 4 31 4.0 +0.4
DUSA Davis Select U.S. Equity ETF 1.5 61 -26 7.4 +3.7
VFVA Vanguard U.S. Value Factor ETF 1.5 13 22 10.8 +7.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -35 2.8 -0.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 8.2 +4.5
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 4.6 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.5 60 -25 4.2 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 5 5.9 +2.2
URTH iShares MSCI World ETF 1.5 24 11 5.0 +1.4
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.4 +0.7
DXUV Dimensional US Vector Equity ETF 1.5 28 7 6.2 +2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.4 +1.7
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 9.0 +5.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.4 +3.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 27 4.9 +1.3
JAVA JPMorgan Active Value ETF 1.5 44 -9 6.4 +2.7
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 31 6.6 +2.9
IBOT Vaneck Robotics ETF 1.5 47 -12 4.3 +0.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 20 8.8 +5.2
GSPY Gotham Enhanced 500 ETF 1.4 50 -15 5.2 +1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.4 12 23 7.0 +3.4
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 10 5.3 +1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 6.1 +2.4
GQQQ Astoria US Quality Growth Kings ETF 1.4 35 0 4.6 +0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -4 9.5 +5.9
FMKT The Free Markets ETF 1.4 76 -41 1.5 -2.2
CGDG Capital Group Dividend Growers ETF 1.4 47 -12 6.2 +2.5
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 -4 6.7 +3.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 -4 5.8 +2.1
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 15 5.0 +1.4
DFSV Dimensional US Small Cap Value ETF 1.4 31 4 10.0 +6.3
NULC Nuveen ESG Large-Cap ETF 1.4 21 14 4.7 +1.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.4 29 6 6.5 +2.8
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 -17 6.8 +3.1
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 5.3 +1.7
DSTL Distillate US Fundamental Stability & Value ETF 1.4 39 -4 8.2 +4.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 35 11.8 +8.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.3 +2.7
JPEF JPMorgan Equity Focus ETF 1.4 50 -15 4.3 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 3.7 -0.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.4 49 -14 4.6 +1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 -25 9.3 +5.6
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.7 +2.0
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 11 7.1 +3.4
ACWI iShares MSCI ACWI ETF 1.3 32 3 5.5 +1.8
IJH iShares Core S&P Mid-Cap ETF 1.3 5 30 7.3 +3.6
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 23 7.4 +3.7
VXF Vanguard Extended Market ETF 1.3 5 30 4.6 +1.0
SMRI Bushido Capital US Equity ETF 1.3 71 -36 9.5 +5.8
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 7 9.2 +5.5
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.3 +0.7
WRND IQ Global Equity R&D Leaders ETF 1.3 18 17 8.1 +4.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -25 3.9 +0.2
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 6.3 +2.6
IWC iShares Micro-Cap ETF 1.3 60 -25 -0.8 -4.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.7 +3.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 28 7.4 +3.7
OEF iShares S&P 100 ETF 1.3 20 15 4.5 +0.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 31 4.0 +0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.7 +4.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.8 +4.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 32 7.3 +3.6
VT Vanguard Total World Stock ETF 1.3 6 29 5.8 +2.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 26 5.6 +2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 5.9 +2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 10 10.9 +7.3
QTOP iShares Nasdaq Top 30 Stocks ETF 1.2 20 15 4.0 +0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 7.3 +3.6
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -41 5.0 +1.4
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.2 +2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 4.3 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 0 7.5 +3.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 9.4 +5.7
WCEO Hypatia Women CEO ETF 1.2 85 -50 3.7 +0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 0 7.7 +4.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 10 7.2 +3.5
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 6.5 +2.8
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.8 +3.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 10 7.1 +3.5
SPHQ Invesco S&P 500 Quality ETF 1.2 15 20 5.5 +1.8
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 12 5.7 +2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 17 3.9 +0.2
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 5.0 +1.3
PDP Invesco Dorsey Wright Momentum ETF 1.1 62 -27 3.8 +0.1
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 4.1 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 25 4.9 +1.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 -4 8.4 +4.7
IWF iShares Russell 1000 Growth ETF 1.1 19 16 4.3 +0.7
VONG Vanguard Russell 1000 Growth ETF 1.1 7 28 4.4 +0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 20 7.2 +3.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -54 9.7 +6.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 10.0 +6.4
IWN iShares Russell 2000 Value ETF 1.1 24 11 7.3 +3.6
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 29 9.2 +5.5
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 7.3 +3.6
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -13 4.4 +0.7
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.1 +1.4
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.8 +1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.6 +1.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 -5 7.4 +3.8
CCMG CCM Global Equity ETF 1.1 34 1 8.4 +4.7
SGLC SGI U.S. Large Cap Core ETF 1.1 85 -50 3.9 +0.3
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 -24 10.7 +7.0
VFMF Vanguard U.S. Multifactor ETF 1.0 18 17 7.8 +4.2
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 15 6.1 +2.5
TMFC Motley Fool 100 Index ETF 1.0 50 -15 3.4 -0.3
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 23 8.0 +4.4
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.5 +2.9
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 -38 10.5 +6.9
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -17 7.6 +3.9
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.5 +2.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -25 6.8 +3.1
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 12.2 +8.5
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -30 8.3 +4.6
OSCV Opus Small Cap Value ETF 0.9 79 -44 6.4 +2.8
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -20 3.7 -0.0
XMMO Invesco S&P MidCap Momentum ETF 0.9 34 1 5.5 +1.8
STXM Strive Mid-Cap ETF 0.9 18 17 6.1 +2.4
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.0 +3.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 17 8.7 +5.0
RNIN Bushido Capital US SMID Cap Equity ETF 0.9 70 -35 10.3 +6.6
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 -15 6.8 +3.1
FCPI Fidelity Stocks for Inflation ETF 0.9 15 20 7.4 +3.7
GLOF iShares Global Equity Factor ETF 0.9 20 15 6.4 +2.7
ALIL Argent Focused Small Cap ETF 0.9 74 -39 7.1 +3.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 25 8.8 +5.2
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 4.5 +0.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 20 8.7 +5.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 -20 4.3 +0.6
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 17 5.1 +1.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 9.2 +5.6
TTAC FCF US Quality ETF 0.9 59 -24 6.3 +2.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 25 4.3 +0.6
EBI Longview Advantage ETF 0.9 35 0 6.5 +2.8
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 25 4.9 +1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -40 5.4 +1.7
DIVB iShares Core Dividend ETF 0.8 5 30 8.1 +4.4
OPTZ Optimize Strategy Index ETF 0.8 50 -15 4.6 +1.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 20 7.8 +4.2
FITE SPDR S&P Kensho Future Security ETF 0.8 45 -10 1.6 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.3 +2.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -45 4.3 +0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 5.8 +2.2
COWZ Pacer US Cash Cows 100 ETF 0.7 49 -14 9.5 +5.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.6 +3.0
FSCS First Trust SMID Capital Strength ETF 0.7 60 -25 7.0 +3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 -2 5.9 +2.3
IOO iShares Global 100 ETF 0.7 41 -6 4.7 +1.0
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 20 5.4 +1.7
QDF FlexShares Quality Dividend Index Fund 0.7 37 -2 6.1 +2.5
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -25 6.0 +2.3
TAX Cambria Tax Aware ETF 0.7 49 -14 5.0 +1.3
ARKG ARK Genomic Revolution ETF 0.6 75 -40 -1.4 -5.1
AVUQ Avantis U.S. Quality ETF 0.6 15 20 4.3 +0.7
MGMT Ballast Small/Mid Cap ETF 0.6 110 -75 8.2 +4.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -25 7.3 +3.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.6 60 -25 7.4 +3.7
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.7 -2.0
DUHP Dimensional US High Profitability ETF 0.6 21 14 6.3 +2.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 -4 9.3 +5.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 9.8 +6.2
SMMD iShares Russell 2500 ETF 0.6 15 20 6.1 +2.4
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 8.3 +4.6
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 13 5.6 +1.9
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -15 5.5 +1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 20 7.6 +3.9
RCGE RockCreek Global Equality ETF 0.5 95 -60 6.7 +3.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 4.4 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 -3 8.8 +5.1
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 20 7.8 +4.1
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.9 -1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 17 5.8 +2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 9.5 +5.8
BUZZ VanEck Social Sentiment ETF 0.4 75 -40 -0.4 -4.1
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 11.8 +8.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 -14 5.8 +2.1
XT iShares Exponential Technologies ETF 0.4 46 -11 4.9 +1.2
WBIY WBI Power Factor High Dividend ETF 0.4 100 -65 14.7 +11.0
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 3.7 +0.0
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 10.3 +6.6
TMAT Main Thematic Innovation ETF 0.3 164 -129 -1.5 -5.1
FLDZ RiverNorth Patriot ETF 0.3 75 -40 6.1 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -35 10.9 +7.2
DURA VanEck Durable High Dividend ETF 0.3 29 6 8.6 +4.9
MOO VanEck Agribusiness ETF 0.3 53 -18 10.4 +6.7
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.1 +3.4
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -30 5.4 +1.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 8.9 +5.3
ISRA VanEck Israel ETF 0.2 59 -24 7.2 +3.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -10 8.7 +5.1
VEGN US Vegan Climate ETF 0.2 60 -25 4.4 +0.7
SBIO ALPS Medical Breakthroughs ETF 0.2 50 -15 0.0 -3.7
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 9.4 +5.7
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 8.6 +4.9
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -15 4.5 +0.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 15 9.5 +5.8
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.4 -3.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 4.6 +0.9
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.0 +4.4
IBB iShares Biotechnology ETF 0.1 45 -10 0.5 -3.2
TXS Texas Capital Texas Equity Index ETF 0.1 49 -14 5.6 +1.9
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 4.2 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 9.7 +6.0

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:		 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		 1.56 CATEGORY
AVERAGE		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.