State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 29.8x P/Sales
ratio		 2.2x
P/BV
ratio		 2.1x 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) $140
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 62
Wgt avg mkt cap (mns) $23,364
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
TRANSMEDICS GROUP, INC. 2.2 %
INTUITIVE SURGICAL INC 2.2 %
TANDEM DIABETES CARE INC 2.1 %
HOLOGIC INC 2.0 %
NOVOCURE LIMITED 2.0 %
NEOGEN CORP 2.0 %
COOPER COS INC/THE 1.9 %
QUIDELORTHO CORP 1.9 %
ENOVIS CORPORATION 1.9 %
ATRICURE INC 1.9 %
Total 20.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.6 %
BRITAIN 3.6 %
IRELAND 3.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-9.8% -8.8% -3.9% 6.7% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 1.27 60%
MSCI EAFE 0.87 37%
MSCI Emg. Mkts. 0.64 23%

Technical Indicators
Recent close $81.06
30d moving avg. $79.71
Annualized volatility 21.2%
Short interest (ETF) 7.1%
Short interest (Underlying) 5.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 34
Turnover 2.0%
Bid/Ask (% of price) 0.22%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 679 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™: 3.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHE
Ticker Fund
Name		 Overlap1
vs XHE
(%)		 Expense
ratio
(bp)		 Savings
vs XHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHE
(%)
MDEV First Trust Indxx Medical Devices ETF 39.3 70 -35 4.8 +1.3
IHI iShares U.S. Medical Devices ETF 37.2 40 -5 4.1 +0.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 31.2 68 -33 2.3 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.3 40 -5 8.1 +4.6
HEAL Global X HealthTech ETF 22.0 50 -15 -0.6 -4.1
PSCH Invesco S&P SmallCap Health Care ETF 21.2 29 6 3.9 +0.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 20.6 65 -30 0.8 -2.7
FMED Fidelity Disruptive Medicine ETF 20.3 50 -15 -0.7 -4.2
FXH First Trust Health Care AlphaDEX Fund 18.3 62 -27 8.1 +4.6
BMED Future Health ETF 17.7 85 -50 0.3 -3.2
FHLC Fidelity MSCI Health Care Index ETF 17.1 8 27 6.1 +2.6
VHT Vanguard Health Care ETF 16.9 9 26 5.8 +2.3
IYH iShares U.S. Healthcare ETF 16.8 40 -5 6.6 +3.1
XLV Health Care Select Sector SPDR Fund 16.3 8 27 7.4 +3.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 15.8 60 -25 7.8 +4.3
MEDI Harbor Health Care ETF 15.4 80 -45 -1.8 -5.3
FDHT Fidelity Digital Health ETF 14.6 39 -4 1.4 -2.1
AGNG Global X Aging Population ETF 14.5 50 -15 4.8 +1.3
IXJ iShares Global Healthcare ETF 14.0 42 -7 7.0 +3.5
HRTS Tema Heart & Health ETF 12.2 75 -40 2.3 -1.2
ANEW ProShares MSCI Transformational Changes ETF 12.1 45 -10 5.2 +1.7
LFSC F/m Emerald Life Sciences Innovation ETF 12.0 79 -44 0.0 -3.5
GDOC Goldman Sachs Future Health Care Equity ETF 11.6 75 -40 2.7 -0.8
PINK Simplify Health Care ETF 10.1 50 -15 0.9 -2.6
USRD Themes US R&D Champions ETF 9.4 29 6 4.6 +1.1
HART IQ Healthy Hearts ETF 9.2 45 -10 6.4 +2.9
DTEC ALPS Disruptive Technologies ETF 8.7 50 -15 3.6 +0.1
HAPY Harbor Human Capital Factor Unconstrained ETF 8.5 50 -15 5.8 +2.3
HKND Humankind US Stock ETF 8.5 11 24 7.3 +3.8
CSMD Congress SMid Growth ETF 8.3 69 -34 3.7 +0.2
QQQS Invesco NASDAQ Future Gen 200 ETF 7.5 20 15 -4.6 -8.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.3 60 -25 5.1 +1.6
RUNN Running Oak Efficient Growth ETF 7.0 58 -23 5.2 +1.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -25 -1.0 -4.5
QGRO American Century U.S. Quality Growth ETF 6.4 29 6 3.7 +0.2
MID American Century Mid Cap Growth Impact ETF 6.2 45 -10 3.4 -0.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.1 60 -25 4.1 +0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.9 15 20 4.1 +0.6
GGRW Gabelli Growth Innovators ETF 5.6 90 -55 2.4 -1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.6 38 -3 6.6 +3.1
SQLV Royce Quant Small-Cap Quality Value ETF 5.5 60 -25 9.6 +6.1
LVOL American Century Low Volatility ETF 5.4 29 6 5.0 +1.5
BIBL Inspire 100 ETF 5.4 35 0 5.2 +1.7
FLV American Century Focused Large Cap Value ETF 5.3 42 -7 7.0 +3.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.3 40 -5 6.2 +2.7
TMFS Motley Fool Small-Cap Growth ETF 5.3 85 -50 3.2 -0.3
BLCV iShares Large Cap Value Active ETF 5.3 53 -18 7.6 +4.1
SMOT VanEck Morningstar SMID Moat ETF 5.0 49 -14 6.9 +3.4
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -17 3.6 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 5.6 +2.1
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.6 +2.1
REVS Columbia Research Enhanced Value ETF 4.9 19 16 7.9 +4.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.8 35 0 3.8 +0.3
VOT Vanguard Mid-Cap Growth ETF 4.8 7 28 3.4 -0.1
AGRW Allspring LT Large Growth ETF 4.8 35 0 3.5 -0.0
CGDV Capital Group Dividend Value ETF 4.7 33 2 4.6 +1.1
JSML Janus Henderson Small Cap Growth Alpha ETF 4.6 30 5 8.3 +4.8
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 0 7.1 +3.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.5 35 0 6.4 +2.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.5 35 0 4.1 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.4 10 25 5.2 +1.7
SPMV Invesco S&P 500 Minimum Variance ETF 4.4 10 25 5.7 +2.2
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 4.6 +1.1
BKWO BNY Mellon Women's Opportunities ETF 4.4 50 -15 3.7 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 5.4 +1.9
SXQG ETC 6 Meridian Quality Growth ETF 4.3 100 -65 4.8 +1.3
PSC Principal U.S. Small-Cap ETF 4.2 38 -3 7.0 +3.5
HLAL Wahed FTSE USA Shariah ETF 4.2 50 -15 4.6 +1.1
NIXT Research Affiliates Deletions ETF 4.2 9 26 8.5 +5.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -23 4.5 +1.0
IWP iShares Russell Mid-Cap Growth ETF 4.1 23 12 3.3 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 4.1 29 6 4.6 +1.1
XOEF iShares S&P 500 ex S&P 100 ETF 4.1 20 15 5.7 +2.2
PSET Principal Quality ETF 4.1 15 20 5.3 +1.8
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 0 4.7 +1.2
ESIX SPDR S&P SmallCap 600 ESG ETF 4.0 12 23 8.3 +4.8
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 29 4.1 +0.6
BELT iShares Long-Term U.S. Equity Active ETF 4.0 75 -40 3.2 -0.3
IJT iShares S&P Small-Cap 600 Growth ETF 3.9 18 17 5.6 +2.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.9 15 20 7.0 +3.5
PRAY FIS Christian Stock Fund 3.9 69 -34 5.1 +1.6
IWFG IQ Winslow Focused Large Cap Growth ETF 3.9 65 -30 3.1 -0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -35 5.1 +1.6
SAMT Strategas Macro Thematic Opportunities ETF 3.9 65 -30 2.5 -1.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 15 4.5 +1.0
RND First Trust Bloomberg R&D Leaders ETF 3.9 60 -25 3.3 -0.2
CAML Congress Large Cap Growth ETF 3.9 66 -31 3.5 +0.0
PWB Invesco Large Cap Growth ETF 3.9 56 -21 2.5 -1.0
CVAR Cultivar ETF 3.8 87 -52 7.1 +3.6
SMAP Amplify Small-Mid Cap Equity ETF 3.8 60 -25 5.6 +2.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.8 52 -17 5.8 +2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.8 58 -23 5.7 +2.2
ETHO Etho Climate Leadership U.S. ETF 3.8 47 -12 5.7 +2.2
FDWM Fidelity Women's Leadership ETF 3.8 59 -24 4.9 +1.4
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -20 4.9 +1.4
PEXL Pacer US Export Leaders ETF 3.8 60 -25 4.7 +1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.8 10 25 5.7 +2.2
SLYG SPDR S&P 600 Small Cap Growth ETF 3.7 15 20 5.7 +2.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.7 50 -15 4.3 +0.8
KOMP SPDR S&P Kensho New Economies Composite ETF 3.7 20 15 2.8 -0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.7 9 26 6.3 +2.8
PTL Inspire 500 ETF 3.7 9 26 5.4 +1.9
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 6.1 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.7 40 -5 6.1 +2.6
VALQ American Century U.S. Quality Value ETF 3.7 29 6 8.1 +4.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.7 31 4 7.0 +3.5
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 7.1 +3.6
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 -5 6.0 +2.5
AVMC Avantis U.S. Mid Cap Equity ETF 3.6 18 17 7.0 +3.5
ABEQ Absolute Select Value ETF 3.6 85 -50 4.9 +1.4
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 6 4.9 +1.4
FFOX FundX Future Fund Opportunities ETF 3.6 100 -65 4.2 +0.7
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -24 4.0 +0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.6 45 -10 4.3 +0.8
MOAT VanEck Morningstar Wide Moat ETF 3.6 46 -11 6.3 +2.8
MVAL VanEck Morningstar Wide Moat Value ETF 3.6 49 -14 7.2 +3.7
AIEQ AI Powered Equity ETF 3.6 75 -40 4.8 +1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.6 59 -24 6.6 +3.1
DFUV Dimensional US Marketwide Value ETF 3.6 22 13 7.6 +4.1
DURA VanEck Durable High Dividend ETF 3.6 29 6 7.7 +4.2
DIVL Madison Dividend Value ETF 3.6 65 -30 6.1 +2.6
GURU Global X Guru Index ETF 3.5 75 -40 3.1 -0.4
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.4 +3.9
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 6.6 +3.1
CWS AdvisorShares Focused Equity ETF 3.5 84 -49 5.6 +2.1
JGRW Jensen Quality Growth ETF 3.5 57 -22 4.7 +1.2
BRIF FIS Bright Portfolios Focused Equity ETF 3.5 65 -30 4.6 +1.1
HAPS Harbor Human Capital Factor US Small Cap ETF 3.5 60 -25 3.9 +0.4
CHRI Global X S&P 500 Christian Values ETF 3.5 29 6 4.6 +1.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -30 4.4 +0.9
CGGR Capital Group Growth ETF 3.5 39 -4 3.3 -0.2
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 6.9 +3.4
QLTY GMO U.S. Quality ETF 3.5 50 -15 4.6 +1.1
LCF Touchstone US Large Cap Focused ETF 3.5 69 -34 4.2 +0.7
ADME Aptus Drawdown Managed Equity ETF 3.5 79 -44 4.0 +0.5
DANA Dana Unconstrained Equity ETF 3.5 50 -15 3.1 -0.4
TOLL Tema Durable Quality ETF 3.5 75 -40 5.2 +1.7
JEPI JPMorgan Equity Premium Income ETF 3.5 35 0 5.8 +2.3
FTCS First Trust Capital Strength ETF 3.5 55 -20 5.9 +2.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.5 75 -40 4.6 +1.1
SWP SWP Growth & Income ETF 3.4 99 -64 4.2 +0.7
ROBO ROBO Global Robotics & Automation Index ETF 3.4 95 -60 3.2 -0.4
FDMO Fidelity Momentum Factor ETF 3.4 15 20 3.6 +0.1
IQM Franklin Intelligent Machines ETF 3.4 50 -15 1.9 -1.6
PRNT 3D Printing ETF 3.4 66 -31 1.8 -1.7
XJR iShares ESG Screened S&P Small-Cap ETF 3.4 12 23 7.7 +4.2
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.3 +2.8
RJMG FT Raymond James Multicap Growth Equity ETF 3.4 85 -50 3.0 -0.5
NANC Unusual Whales Subversive Democratic Trading ETF 3.4 75 -40 3.5 +0.0
DFLV Dimensional US Large Cap Value ETF 3.4 22 13 7.8 +4.3
VSDA VictoryShares Dividend Accelerator ETF 3.4 35 0 7.5 +4.0
FTGS First Trust Growth Strength ETF 3.4 60 -25 4.5 +1.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 22 6.0 +2.5
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 26 5.6 +2.1
BOTZ Global X Robotics & Artificial Intelligence ETF 3.3 69 -34 2.0 -1.6
TMFM Motley Fool Mid-Cap Growth ETF 3.3 85 -50 3.1 -0.4
IWX iShares Russell Top 200 Value ETF 3.3 20 15 6.1 +2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 5.5 +2.0
SIZE iShares MSCI USA Size Factor ETF 3.3 15 20 6.2 +2.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.2 15 20 4.9 +1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 10 8.0 +4.5
SDY SPDR S&P Dividend ETF 3.2 35 0 7.0 +3.5
DVND Touchstone Dividend Select ETF 3.2 67 -32 5.7 +2.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 20 7.9 +4.4
HLGE Hartford Longevity Economy ETF 3.2 44 -9 6.2 +2.7
MAVF Matrix Advisors Value ETF 3.2 75 -40 5.9 +2.4
GLBL Pacer MSCI World Industry Advantage ETF 3.2 65 -30 4.1 +0.6
IMCB iShares Morningstar Mid-Cap ETF 3.2 4 31 6.3 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 3.0 -0.5
TMFG Motley Fool Global Opportunities ETF 3.2 85 -50 4.0 +0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 6.7 +3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.2 55 -20 4.2 +0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.2 30 5 8.3 +4.8
THRO iShares U.S. Thematic Rotation Active ETF 3.2 90 -55 4.2 +0.7
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 7.4 +3.9
TMFX Motley Fool Next Index ETF 3.1 50 -15 3.2 -0.3
IJR iShares Core S&P Small Cap ETF 3.1 6 29 7.8 +4.3
INCE Franklin Income Equity Focus ETF 3.1 29 6 6.0 +2.5
PRXV Praxis Impact Large Cap Value ETF 3.1 36 -1 6.8 +3.3
VO Vanguard Mid-Cap ETF 3.1 4 31 6.0 +2.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.1 39 -4 3.9 +0.4
IWO iShares Russell 2000 Growth ETF 3.1 24 11 0.8 -2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.6 +1.1
VTWG Vanguard Russell 2000 Growth ETF 3.1 10 25 1.0 -2.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.1 55 -20 10.4 +6.9
BUL Pacer US Cash Cows Growth ETF 3.1 60 -25 5.2 +1.7
AVMV Avantis U.S. Mid Cap Value ETF 3.0 20 15 9.2 +5.7
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 6.2 +2.7
BFOR ALPS Barron's 400 ETF 3.0 65 -30 6.1 +2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 0 5.2 +1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 7.9 +4.4
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 3.4 -0.2
OALC OneAscent Large Cap Core ETF 3.0 86 -51 4.1 +0.6
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 31 6.9 +3.4
FEGE First Eagle Global Equity ETF 3.0 79 -44 6.7 +3.2
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 23 6.0 +2.5
VIOO Vanguard S&P Small-Cap 600 ETF 2.9 7 28 7.8 +4.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.9 3 32 7.9 +4.4
VONV Vanguard Russell 1000 Value ETF 2.9 7 28 6.7 +3.2
IWD iShares Russell 1000 Value ETF 2.9 19 16 6.5 +3.0
IBRN iShares Neuroscience and Healthcare ETF 2.9 47 -12 0.0 -3.5
RECS Columbia Research Enhanced Core ETF 2.9 15 20 5.7 +2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 4.8 +1.3
CHGX AXS Change Finance ESG ETF 2.8 49 -14 5.2 +1.7
CGUS Capital Group Core Equity ETF 2.8 33 2 4.4 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 20 4.5 +1.0
ACVF American Conservative Values ETF 2.8 75 -40 4.3 +0.8
MAGA Point Bridge America First ETF 2.7 72 -37 6.5 +3.0
ITAN Sparkline Intangible Value ETF 2.7 50 -15 6.7 +3.2
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 21 5.0 +1.5
VIG Vanguard Dividend Appreciation ETF 2.7 5 30 5.6 +2.1
VOOV Vanguard S&P 500 Value ETF 2.7 7 28 6.3 +2.8
IVE iShares S&P 500 Value ETF 2.7 18 17 6.2 +2.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.7 4 31 6.3 +2.8
KNO AXS Knowledge Leaders ETF 2.7 78 -43 5.9 +2.4
CSD Invesco S&P Spin-Off ETF 2.7 65 -30 4.1 +0.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.7 12 23 7.6 +4.1
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 17 5.2 +1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 5.7 +2.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.6 19 16 5.4 +1.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.6 49 -14 3.6 +0.1
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.0 +1.5
IUSV iShares Core S&P US Value ETF 2.6 4 31 6.5 +3.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 9.9 +6.4
BGRO iShares Large Cap Growth Active ETF 2.6 55 -20 2.8 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 26 4.8 +1.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -30 1.9 -1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.6 20 15 4.7 +1.2
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 7.0 +3.5
IWR iShares Russell Midcap ETF 2.5 19 16 6.3 +2.8
TOPC iShares S&P 500 3% Capped ETF 2.5 15 20 5.1 +1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 11 7.7 +4.2
JGRO JPMorgan Active Growth ETF 2.5 44 -9 3.5 -0.0
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.9 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.9 +4.4
ILCG iShares Morningstar Growth ETF 2.5 4 31 3.7 +0.2
ROSC Hartford Multifactor Small Cap ETF 2.4 34 1 9.4 +5.9
PFM Invesco Dividend Achievers ETF 2.4 53 -18 5.4 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 4.0 +0.5
NULG Nuveen ESG Large-Cap Growth ETF 2.4 26 9 3.3 -0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 20 6.2 +2.7
STXD Strive 1000 Dividend Growth ETF 2.4 35 0 5.0 +1.5
DGRO iShares Core Dividend Growth ETF 2.4 8 27 6.7 +3.2
MGV Vanguard Mega Cap Value ETF 2.4 7 28 6.6 +3.1
KRMA Global X Conscious Companies ETF 2.4 43 -8 5.9 +2.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 4.8 +1.3
STXK Strive Small-Cap ETF 2.4 18 17 6.1 +2.6
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 29 8.3 +4.8
VOTE TCW Transform 500 ETF 2.4 5 30 4.8 +1.3
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.3 +1.8
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 26 4.7 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.8 +1.3
DSMC Distillate Small/Mid Cash Flow ETF 2.4 55 -20 13.0 +9.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 4.9 +1.4
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 17 6.8 +3.3
FESM Fidelity Enhanced Small Cap ETF 2.4 28 7 7.0 +3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 24 4.8 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 2.4 15 20 3.7 +0.1
CZA Invesco Zacks Mid-Cap ETF 2.4 72 -37 7.5 +4.0
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.4 +2.9
YOKE Yoke Core ETF 2.3 42 -7 5.0 +1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 35 4.9 +1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 21 4.8 +1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 31 6.0 +2.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 29 3.0 -0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 23 6.1 +2.6
VBK Vanguard Small-Cap Growth ETF 2.3 7 28 1.8 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 6 7.0 +3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.0 +1.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.3 25 10 5.2 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.0 +1.5
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -40 7.6 +4.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.3 60 -25 10.7 +7.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 26 5.3 +1.8
XVV iShares ESG Screened S&P 500 ETF 2.3 8 27 4.8 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.7 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.1 +2.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 4.4 +0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -24 2.0 -1.5
VTV Vanguard Value ETF 2.2 4 31 7.0 +3.5
GVLU Gotham 1000 Value ETF 2.2 50 -15 9.2 +5.7
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 5.6 +2.1
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 10.1 +6.6
VFQY Vanguard U.S. Quality Factor ETF 2.2 13 22 6.2 +2.7
FSMD Fidelity Small-Mid Multifactor ETF 2.2 15 20 7.1 +3.6
OPTZ Optimize Strategy Index ETF 2.2 50 -15 4.8 +1.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.6 +1.1
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -20 4.0 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.2 59 -24 9.2 +5.7
VB Vanguard Small-Cap ETF 2.2 5 30 6.2 +2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 20 4.5 +1.0
SFTY Horizon Managed Risk ETF 2.2 77 -42 4.0 +0.5
NBDS Neuberger Berman Disrupters ETF 2.2 55 -20 0.7 -2.8
FBOT Fidelity Disruptive Automation ETF 2.2 50 -15 3.3 -0.2
FFOG Franklin Focused Growth ETF 2.2 61 -26 2.4 -1.1
IGPT Invesco AI and Next Gen Software ETF 2.2 60 -25 4.2 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.2 40 -5 3.8 +0.3
STXV Strive 1000 Value ETF 2.2 18 17 8.4 +4.9
STOX Horizon Core Equity ETF 2.1 70 -35 4.1 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 7.3 +3.8
RSSL Global X Russell 2000 ETF 2.1 8 27 4.2 +0.7
IWM iShares Russell 2000 ETF 2.1 19 16 4.2 +0.7
VTWO Vanguard Russell 2000 ETF 2.1 7 28 4.3 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 15 4.6 +1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.1 20 15 8.3 +4.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 6.3 +2.8
QGRW WisdomTree U.S. Quality Growth Fund 2.1 28 7 4.1 +0.6
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -54 5.0 +1.5
LQPE PEO AlphaQuest Thematic PE ETF 2.1 125 -90 7.0 +3.5
QUS SPDR MSCI USA StrategicFactors ETF 2.1 15 20 5.7 +2.2
VBR Vanguard Small Cap Value ETF 2.1 7 28 9.3 +5.8
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -14 4.7 +1.2
FDG American Century Focused Dynamic Growth ETF 2.1 45 -10 2.0 -1.5
QUVU Hartford Quality Value ETF 2.1 46 -11 7.6 +4.1
BLES Inspire Global Hope ETF 2.1 61 -26 6.9 +3.4
IVV iShares Core S&P 500 ETF 2.1 3 32 4.9 +1.4
SPY SPDR S&P 500 ETF Trust 2.1 9 26 4.8 +1.3
VOO Vanguard S&P 500 ETF 2.1 3 32 4.9 +1.4
SIXL ETC 6 Meridian Low Beta Equity ETF 2.1 80 -45 6.4 +2.9
PRXG Praxis Impact Large Cap Growth ETF 2.1 36 -1 3.6 +0.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 32 5.1 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 25 10.0 +6.5
STRV Strive 500 ETF 2.0 5 30 4.7 +1.2
GXLC Global X U.S. 500 ETF 2.0 2 33 4.8 +1.3
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 20 10.1 +6.6
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 32 4.8 +1.3
SUSA iShares MSCI USA ESG Select ETF 2.0 25 10 4.6 +1.1
FPX First Trust US Equity Opportunities ETF 2.0 61 -26 1.0 -2.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -20 5.7 +2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 4.0 +0.5
JHSC John Hancock Multifactor Small Cap ETF 2.0 42 -7 6.9 +3.4
VUG Vanguard Growth ETF 2.0 4 31 4.0 +0.5
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 6.8 +3.3
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 17 4.6 +1.1
IWS iShares Russell Mid-Cap Value ETF 2.0 23 12 7.3 +3.8
FSGS First Trust SMID Growth Strength ETF 2.0 60 -25 5.2 +1.7
DFUS Dimensional U.S. Equity ETF 2.0 9 26 4.8 +1.3
VTI Vanguard Total Stock Market ETF 2.0 3 32 4.8 +1.3
PBUS Invesco MSCI USA ETF 2.0 4 31 4.8 +1.3
IWV iShares Russell 3000 ETF 2.0 20 15 4.7 +1.2
DFVX Dimensional US Large Cap Vector ETF 2.0 22 13 6.4 +2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 32 4.8 +1.3
VTHR Vanguard Russell 3000 ETF 2.0 7 28 4.8 +1.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.0 20 15 6.2 +2.7
IWB iShares Russell 1000 ETF 2.0 15 20 4.8 +1.3
VONE Vanguard Russell 1000 ETF 2.0 7 28 4.9 +1.4
VV Vanguard Large-Cap ETF 2.0 4 31 4.8 +1.3
SVAL iShares US Small Cap Value Factor ETF 2.0 20 15 9.2 +5.7
STXG Strive 1000 Growth ETF 2.0 18 17 3.8 +0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.5 +2.0
SCHA Schwab U.S. Small-Cap ETF 2.0 4 31 6.4 +2.9
VYM Vanguard High Dividend Yield Index ETF 2.0 6 29 7.2 +3.7
IYY iShares Dow Jones U.S. ETF 2.0 20 15 4.7 +1.2
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.7 +1.2
EPS WisdomTree U.S. LargeCap Fund 1.9 8 27 5.7 +2.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -30 3.7 +0.2
SFY SoFi Select 500 ETF 1.9 0 35 4.4 +0.8
SSPY Syntax Stratified LargeCap ETF 1.9 30 5 6.9 +3.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -15 8.9 +5.4
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.9 +1.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -24 5.9 +2.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -29 1.1 -2.4
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 4.3 +0.8
VOE Vanguard Mid-Cap Value ETF 1.9 7 28 8.0 +4.5
DGT SPDR Global Dow ETF 1.9 50 -15 6.6 +3.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.9 65 -30 6.5 +3.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -60 0.2 -3.3
SFYX SoFi Next 500 ETF 1.9 0 35 6.0 +2.5
SCHB Schwab U.S. Broad Market ETF 1.9 3 32 5.0 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.4 +4.9
SCHX Schwab U.S. Large-Cap ETF 1.9 3 32 4.9 +1.4
SCHK Schwab 1000 Index ETF 1.9 5 30 4.9 +1.4
HDUS Hartford Disciplined US Equity ETF 1.9 19 16 5.7 +2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 5.0 +1.5
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 17 5.3 +1.8
IWL iShares Russell Top 200 ETF 1.8 15 20 4.5 +1.0
RVRB Reverb ETF 1.8 30 5 4.5 +1.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.8 75 -40 5.0 +1.5
QVAL Alpha Architect US Quantitative Value ETF 1.8 39 -4 9.9 +6.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.8 +1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.9 +2.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 6 8.4 +4.9
DIVS SmartETFs Dividend Builder ETF 1.8 65 -30 5.1 +1.6
UDI USCF Dividend Income Fund 1.8 65 -30 8.5 +5.0
ASLV Allspring Special Large Value ETF 1.8 35 0 6.7 +3.2
AGQI First Trust Active Global Quality Income ETF 1.8 85 -50 4.6 +1.1
HDV iShares Core High Dividend ETF 1.8 8 27 7.3 +3.8
GCOW Pacer Global Cash Cows Dividend ETF 1.8 60 -25 10.7 +7.2
MDLV Morgan Dempsey Large Cap Value ETF 1.8 58 -23 7.5 +4.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.1 +1.6
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 10 5.4 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -30 2.3 -1.2
FQAL Fidelity Quality Factor ETF 1.8 15 20 5.7 +2.2
DFAS Dimensional U.S. Small Cap ETF 1.8 26 9 6.8 +3.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 17 6.6 +3.1
DFAU Dimensional US Core Equity Market ETF 1.8 12 23 5.0 +1.5
PAWZ ProShares Pet Care ETF 1.8 50 -15 3.7 +0.2
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 8.4 +4.9
FIW First Trust Water ETF 1.8 53 -18 4.9 +1.4
MGK Vanguard Mega Cap Growth ETF 1.8 7 28 4.2 +0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -36 -1.6 -5.1
DWLD Davis Select Worldwide ETF 1.8 63 -28 7.2 +3.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -14 5.0 +1.5
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -15 6.4 +2.9
DEMZ Democratic Large Cap Core ETF 1.8 45 -10 4.4 +0.9
GK AdvisorShares Gerber Kawasaki ETF 1.8 75 -40 2.5 -1.0
SEMG Suncoast Select Growth ETF 1.8 60 -25 4.4 +0.9
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 4.6 +1.1
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 25 4.7 +1.2
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -24 2.8 -0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 15 6.9 +3.4
EVX VanEck Environmental Services ETF 1.8 55 -20 2.7 -0.8
SPXM Azoria 500 Meritocracy ETF 1.8 47 -12 4.5 +1.0
GQI Natixis Gateway Quality Income ETF 1.8 34 1 5.0 +1.5
VNSE Natixis Vaughan Nelson Select ETF 1.8 80 -45 4.7 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 -25 5.8 +2.3
MGC Vanguard Mega Cap ETF 1.7 7 28 4.5 +1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 20 6.1 +2.6
SAMM Strategas Macro Momentum ETF 1.7 66 -31 2.2 -1.3
PCGG Polen Capital Global Growth ETF 1.7 85 -50 4.0 +0.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 6 7.5 +4.0
PJP Invesco Pharmaceuticals ETF 1.7 57 -22 8.3 +4.8
BEEX BeeHive ETF 1.7 84 -49 4.3 +0.8
NUSC Nuveen ESG Small-Cap ETF 1.7 31 4 5.3 +1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 5 6.9 +3.4
RGEF Rockefeller Global Equity ETF 1.7 55 -20 4.6 +1.1
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.9 +3.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.7 45 -10 3.2 -0.3
FFLC Fidelity Fundamental Large Cap Core ETF 1.7 38 -3 4.5 +1.0
BLCR iShares Large Cap Core Active ETF 1.7 36 -1 3.5 +0.0
SGRT SMART Earnings Growth 30 ETF 1.7 59 -24 1.4 -2.1
STRN SMART Trend 25 ETF 1.7 59 -24 2.2 -1.3
ISCB iShares Morningstar Small-Cap ETF 1.7 4 31 6.3 +2.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 18 6.0 +2.5
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 4.1 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 -4 8.8 +5.3
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 15 9.2 +5.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 31 4 2.6 -0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 18 6.0 +2.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 7.3 +3.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 4.5 +1.0
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 8.9 +5.4
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 10.7 +7.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -50 6.9 +3.4
RAUS RACWI US ETF 1.7 15 20 4.8 +1.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 5 4.4 +0.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 -10 2.4 -1.1
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.3 +1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.6 35 0 7.2 +3.7
IBOT Vaneck Robotics ETF 1.6 47 -12 4.0 +0.5
SNSR Global X Internet of Things ETF 1.6 68 -33 4.8 +1.3
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.6 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 23 5.0 +1.5
AUSF Global X Adaptive U.S. Factor ETF 1.6 27 8 9.2 +5.7
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 20 4.7 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 18 5.5 +2.0
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.4 +1.9
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 9 6.5 +3.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.0 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 25 6.0 +2.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.6 49 -14 3.7 +0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 -25 4.2 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.6 15 20 6.0 +2.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -25 5.3 +1.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.6 70 -35 4.9 +1.4
DAK Dakota Active Equity ETF 1.6 43 -8 4.4 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.6 60 -25 4.7 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 20 5.8 +2.3
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 7.9 +4.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -32 10.3 +6.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 10.1 +6.6
TOK iShares MSCI Kokusai ETF 1.6 26 9 4.9 +1.4
AVUS Avantis U.S. Equity ETF 1.6 15 20 5.7 +2.2
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 31 4.1 +0.6
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.7 +3.2
IVW iShares S&P 500 Growth ETF 1.5 18 17 3.9 +0.4
VOOG Vanguard S&P 500 Growth ETF 1.5 7 28 4.0 +0.5
ISMD Inspire Small/Mid Cap ETF 1.5 54 -19 5.6 +2.1
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 5.9 +2.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.5 4 31 4.1 +0.6
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 31 7.2 +3.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 15 3.9 +0.4
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.3 +0.8
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 5.4 +1.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 9.1 +5.6
ILCV iShares Morningstar Value ETF 1.5 4 31 6.4 +2.9
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 9.2 +5.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 30 8.2 +4.7
DUSA Davis Select U.S. Equity ETF 1.5 61 -26 7.6 +4.1
VFVA Vanguard U.S. Value Factor ETF 1.5 13 22 11.1 +7.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 10 12.7 +9.2
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.6 +1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 -25 10.5 +7.0
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.5 +1.0
AFLG First Trust Active Factor Large Cap ETF 1.5 55 -20 6.4 +2.9
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 5 5.9 +2.4
TMFC Motley Fool 100 Index ETF 1.5 50 -15 3.4 -0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.3 +1.8
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 9.0 +5.5
URTH iShares MSCI World ETF 1.5 24 11 5.0 +1.5
QQQ Invesco QQQ Trust Series I 1.5 20 15 4.0 +0.5
JAVA JPMorgan Active Value ETF 1.5 44 -9 6.5 +3.0
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 4.1 +0.6
DXUV Dimensional US Vector Equity ETF 1.5 28 7 6.2 +2.7
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 5.1 +1.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 23 7.4 +3.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 -4 5.8 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 20 9.2 +5.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -25 7.4 +3.9
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 10 5.3 +1.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 6.3 +2.8
FMKT The Free Markets ETF 1.4 76 -41 3.4 -0.1
CGDG Capital Group Dividend Growers ETF 1.4 47 -12 6.1 +2.6
CALF Pacer US Small Cap Cash Cows 100 ETF 1.4 59 -24 10.8 +7.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 27 5.0 +1.5
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 -4 6.8 +3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -35 2.2 -1.3
NULC Nuveen ESG Large-Cap ETF 1.4 21 14 4.7 +1.2
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 -17 7.2 +3.7
FDLO Fidelity Low Volatility Factor ETF 1.4 15 20 5.5 +2.0
GSPY Gotham Enhanced 500 ETF 1.4 50 -15 5.1 +1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.5 +3.0
JPEF JPMorgan Equity Focus ETF 1.4 50 -15 4.4 +0.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 3.7 +0.1
DFAT Dimensional U.S. Targeted Value ETF 1.3 28 7 10.3 +6.8
IWC iShares Micro-Cap ETF 1.3 60 -25 -1.6 -5.1
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.6 +2.1
ACWI iShares MSCI ACWI ETF 1.3 32 3 5.4 +1.9
SHE SPDR MSCI USA Gender Diversity ETF 1.3 20 15 5.1 +1.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 6 6.9 +3.4
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -24 4.2 +0.7
WRND IQ Global Equity R&D Leaders ETF 1.3 18 17 7.4 +3.9
XT iShares Exponential Technologies ETF 1.3 46 -11 4.6 +1.1
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 23 7.5 +4.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.9 +3.4
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 11 7.2 +3.7
IJH iShares Core S&P Mid-Cap ETF 1.3 5 30 7.4 +3.9
OEF iShares S&P 100 ETF 1.3 20 15 4.4 +0.9
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -26 5.9 +2.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.9 +4.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.9 +4.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 7.5 +4.0
VXF Vanguard Extended Market ETF 1.3 5 30 4.7 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.1 +2.6
VT Vanguard Total World Stock ETF 1.2 6 29 5.7 +2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -25 7.1 +3.6
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.9 +3.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 25 4.3 +0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 26 5.5 +2.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 7 28 7.4 +3.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 32 7.4 +3.9
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -41 4.7 +1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 3.9 +0.4
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.4 +2.9
IWF iShares Russell 1000 Growth ETF 1.2 19 16 4.2 +0.7
VONG Vanguard Russell 1000 Growth ETF 1.2 7 28 4.3 +0.8
FVD First Trust Value Line Dividend Index Fund 1.2 65 -30 6.4 +2.9
WCEO Hypatia Women CEO ETF 1.2 85 -50 3.1 -0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 7.6 +4.1
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 6.8 +3.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 9.4 +5.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -40 1.0 -2.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 0 7.6 +4.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 10 7.5 +4.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 31 3.8 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 17 3.9 +0.4
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.8 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 8.6 +5.1
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 12 6.0 +2.5
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 10 7.3 +3.8
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.9 +1.4
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 5.6 +2.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 25 4.9 +1.4
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 4.0 +0.5
MGMT Ballast Small/Mid Cap ETF 1.1 110 -75 8.7 +5.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.1 89 -54 9.9 +6.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 10.3 +6.8
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.3 +1.8
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 29 9.6 +6.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.5 +2.0
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 -5 8.0 +4.5
IWN iShares Russell 2000 Value ETF 1.1 24 11 7.9 +4.4
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 7.9 +4.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -14 4.7 +1.2
SGLC SGI U.S. Large Cap Core ETF 1.1 85 -50 4.1 +0.6
CCMG CCM Global Equity ETF 1.1 34 1 8.2 +4.7
ARKG ARK Genomic Revolution ETF 1.1 75 -40 0.0 -3.5
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 4.4 +0.9
VFMF Vanguard U.S. Multifactor ETF 1.0 18 17 8.0 +4.5
DSI iShares MSCI KLD 400 Social ETF 1.0 25 10 4.8 +1.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 15 6.0 +2.5
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 23 8.0 +4.5
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.8 +3.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 9.6 +6.1
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 7.1 +3.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -17 8.7 +5.2
GLOF iShares Global Equity Factor ETF 1.0 20 15 6.7 +3.2
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 12.0 +8.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -35 11.2 +7.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -25 6.7 +3.2
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -30 8.5 +5.0
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 4.3 +0.8
ROE Astoria US Quality Kings ETF 0.9 49 -14 6.9 +3.4
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.0 +3.5
OSCV Opus Small Cap Value ETF 0.9 79 -44 7.3 +3.8
STXM Strive Mid-Cap ETF 0.9 18 17 6.6 +3.1
FCPI Fidelity Stocks for Inflation ETF 0.9 15 20 7.8 +4.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -38 12.2 +8.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 25 4.3 +0.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.9 49 -14 6.9 +3.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.9 55 -20 4.3 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 17 5.2 +1.7
TTAC FCF US Quality ETF 0.9 59 -24 5.9 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 8.9 +5.4
EBI Longview Advantage ETF 0.8 35 0 6.8 +3.3
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 20 8.9 +5.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 25 9.0 +5.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 -25 7.2 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 25 4.9 +1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 20 8.2 +4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.3 +2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -45 4.4 +0.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 10.2 +6.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 6.0 +2.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -1.0 -4.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -40 5.6 +2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.4 +2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 -2 6.2 +2.7
DIVB iShares Core Dividend ETF 0.7 5 30 8.4 +4.9
TAX Cambria Tax Aware ETF 0.7 49 -14 6.2 +2.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 9.9 +6.4
QDF FlexShares Quality Dividend Index Fund 0.7 37 -2 6.3 +2.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -25 5.1 +1.6
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.6 -1.9
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 5.5 +2.0
AVUQ Avantis U.S. Quality ETF 0.6 15 20 4.3 +0.8
IOO iShares Global 100 ETF 0.6 41 -6 4.5 +1.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -14 6.1 +2.6
DUHP Dimensional US High Profitability ETF 0.6 21 14 6.3 +2.8
SMMD iShares Russell 2500 ETF 0.5 15 20 7.0 +3.5
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 8.5 +5.0
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 13 5.8 +2.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 20 8.2 +4.7
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -15 5.4 +1.9
FFTY Innovator IBD 50 ETF 0.5 80 -45 -2.4 -5.9
FITE SPDR S&P Kensho Future Security ETF 0.5 45 -10 1.5 -2.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.5 59 -24 10.0 +6.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 17 5.9 +2.4
INRO iShares U.S. Industry Rotation Active ETF 0.5 42 -7 4.4 +0.9
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 -3 9.4 +5.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 6.2 +2.7
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 20 8.0 +4.5
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 1.3 -2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 9.2 +5.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 8.5 +5.0
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 12.1 +8.6
TMAT Main Thematic Innovation ETF 0.3 164 -129 -1.5 -5.0
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 10.5 +7.0
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -33 3.5 -0.0
FLDZ RiverNorth Patriot ETF 0.3 75 -40 6.5 +3.0
MOO VanEck Agribusiness ETF 0.3 53 -18 11.0 +7.5
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.5 +1.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 9.5 +6.0
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -30 5.4 +1.9
PKW Invesco Buyback Achievers ETF 0.3 62 -27 8.3 +4.8
ISRA VanEck Israel ETF 0.3 59 -24 7.0 +3.5
VEGN US Vegan Climate ETF 0.2 60 -25 4.5 +1.0
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 9.1 +5.6
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 8.1 +4.6
VUSE Vident U.S. Equity Strategy ETF 0.2 50 -15 4.3 +0.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 15 10.4 +6.9
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.4 -3.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 4.6 +1.1
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.4 +4.9
IBB iShares Biotechnology ETF 0.1 45 -10 -0.0 -3.5
TXS Texas Capital Texas Equity Index ETF 0.1 49 -14 6.0 +2.5
TEXN iShares Texas Equity ETF 0.1 20 15 6.1 +2.6
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 3.9 +0.4
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 10.2 +6.7

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:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.5 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
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.