SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 2.9% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 32.2x P/Sales
ratio		 2.4x
P/BV
ratio		 2.4x 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) $178
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) $23,236
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. 3.0 %
IRHYTHM TECHNOLOGIES, INC. 2.4 %
ALPHATEC HOLDINGS INC 2.3 %
INSULET CORP 2.2 %
TANDEM DIABETES CARE INC 2.2 %
DEXCOM INC 2.1 %
IDEXX LABORATORIES INC 2.1 %
UFP TECHNOLOGIES INC 2.0 %
LIVANOVA PLC 2.0 %
PENUMBRA, INC. 2.0 %
Total 22.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 88.2 %
BRITAIN 3.5 %
IRELAND 3.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-10.7% -3.7% -1.1% 6.6% 9.3%

Market Correlations
versus... Beta R-squared
S&P500 1.08 65%
MSCI EAFE 0.99 58%
MSCI Emg. Mkts. 0.70 29%

Technical Indicators
Recent close $83.73
30d moving avg. $78.11
Annualized volatility 22.1%
Short interest (ETF) 0.8%
Short interest (Underlying) 5.3%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 13
Turnover 0.6%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 663 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™: 2.9%


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 39.4 70 -35 4.3 +1.4
IHI iShares U.S. Medical Devices ETF 38.3 40 -5 3.7 +0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 32.4 68 -33 2.6 -0.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 31.9 40 -5 7.8 +4.9
PSCH Invesco S&P SmallCap Health Care ETF 23.6 29 6 4.3 +1.4
HEAL Global X HealthTech ETF 23.4 50 -15 -0.7 -3.6
FXH First Trust Health Care AlphaDEX Fund 23.2 62 -27 8.7 +5.8
FMED Fidelity Disruptive Medicine ETF 22.7 50 -15 -1.1 -4.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 21.9 65 -30 1.0 -1.9
BMED Future Health ETF 17.9 85 -50 0.5 -2.4
VHT Vanguard Health Care ETF 17.6 10 25 6.3 +3.3
IYH iShares U.S. Healthcare ETF 17.4 40 -5 7.1 +4.2
FHLC Fidelity MSCI Health Care Index ETF 17.1 8 27 6.5 +3.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 16.9 60 -25 6.2 +3.2
XLV Health Care Select Sector SPDR Fund 16.7 8 27 7.8 +4.8
FDHT Fidelity Digital Health ETF 16.6 39 -4 0.9 -2.0
MEDI Harbor Health Care ETF 15.4 80 -45 -1.6 -4.6
AGNG Global X Aging Population ETF 15.4 50 -15 5.0 +2.0
IXJ iShares Global Healthcare ETF 14.4 42 -7 7.2 +4.3
LFSC F/m Emerald Life Sciences Innovation ETF 13.0 79 -44 0.0 -2.9
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 12.4 75 -40 1.0 -1.9
GDOC Goldman Sachs Future Health Care Equity ETF 11.7 75 -40 2.8 -0.1
ANEW ProShares MSCI Transformational Changes ETF 11.3 45 -10 6.2 +3.3
USRD Themes US R&D Champions ETF 10.8 29 6 5.0 +2.0
PINK Simplify Health Care ETF 10.2 50 -15 1.0 -1.9
CSMD Congress SMid Growth ETF 9.8 69 -34 4.0 +1.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.4 60 -25 -2.6 -5.5
HKND Humankind US Stock ETF 9.1 11 24 7.4 +4.5
DTEC ALPS Disruptive Technologies ETF 9.1 50 -15 3.8 +0.9
HART IQ Healthy Hearts ETF 8.7 45 -10 6.6 +3.7
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 -15 5.7 +2.8
TMFS Motley Fool Small-Cap Growth ETF 7.7 85 -50 3.4 +0.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.5 60 -25 4.2 +1.3
MNTL Tema Neuroscience and Mental Health ETF 7.4 75 -40 -0.9 -3.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 7.3 55 -20 4.7 +1.8
SMOT VanEck Morningstar SMID Moat ETF 6.7 49 -14 6.9 +4.0
RUNN Running Oak Efficient Growth ETF 6.7 58 -23 4.8 +1.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.6 15 20 4.4 +1.4
QGRO American Century U.S. Quality Growth ETF 6.6 29 6 3.5 +0.6
KOMP SPDR S&P Kensho New Economies Composite ETF 6.5 20 15 3.5 +0.5
QQQS Invesco NASDAQ Future Gen 200 ETF 6.4 20 15 -3.6 -6.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 6.2 35 0 4.3 +1.4
THRO iShares U.S. Thematic Rotation Active ETF 6.1 90 -55 4.1 +1.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.9 60 -25 4.1 +1.2
XSMO Invesco S&P SmallCap Momentum ETF 5.8 39 -4 5.8 +2.9
GGRW Gabelli Growth Innovators ETF 5.7 90 -55 2.5 -0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.7 38 -3 6.2 +3.3
VOT Vanguard Mid-Cap Growth ETF 5.4 7 28 3.6 +0.7
POWA Invesco Bloomberg Pricing Power ETF 5.4 40 -5 5.6 +2.7
TMFM Motley Fool Mid-Cap Growth ETF 5.4 85 -50 3.6 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.4 25 10 5.2 +2.3
SPLV Invesco S&P 500 Low Volatility ETF 5.3 25 10 5.2 +2.3
ALTL Pacer Lunt Large Cap Alternator ETF 5.3 60 -25 5.0 +2.1
SQLV Royce Quant Small-Cap Quality Value ETF 5.3 60 -25 10.0 +7.1
IJT iShares S&P Small-Cap 600 Growth ETF 5.3 18 17 5.7 +2.8
HLAL Wahed FTSE USA Shariah ETF 5.2 50 -15 5.0 +2.1
CATH Global X S&P 500 Catholic Values Custom ETF 5.2 29 6 4.9 +2.0
LVOL American Century Low Volatility ETF 5.1 29 6 4.9 +2.0
GURU Global X Guru Index ETF 5.1 75 -40 4.1 +1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 5.1 15 20 5.8 +2.9
GINN Goldman Sachs Innovate Equity ETF 5.1 52 -17 4.1 +1.2
SLYG SPDR S&P 600 Small Cap Growth ETF 5.0 15 20 5.7 +2.8
SPMV Invesco S&P 500 Minimum Variance ETF 5.0 10 25 5.3 +2.4
REVS Columbia Research Enhanced Value ETF 4.9 19 16 7.9 +5.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.9 20 15 5.0 +2.1
ESIX SPDR S&P SmallCap 600 ESG ETF 4.8 12 23 8.6 +5.7
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 0 6.4 +3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 4.8 30 5 8.1 +5.2
BKWO BNY Mellon Women's Opportunities ETF 4.8 50 -15 3.8 +0.8
ETHO Etho Climate Leadership U.S. ETF 4.7 47 -12 5.6 +2.7
RND First Trust Bloomberg R&D Leaders ETF 4.7 60 -25 3.8 +0.9
FLV American Century Focused Large Cap Value ETF 4.6 42 -7 6.8 +3.9
BLCV iShares Large Cap Value Active ETF 4.6 53 -18 7.5 +4.6
PSC Principal U.S. Small-Cap ETF 4.6 38 -3 7.0 +4.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.5 70 -35 4.6 +1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.5 10 25 5.4 +2.5
CGDV Capital Group Dividend Value ETF 4.5 33 2 4.8 +1.9
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 12 3.4 +0.5
BIBL Inspire 100 ETF 4.5 35 0 5.3 +2.4
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 4.7 +1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 6.0 +3.1
NIXT Research Affiliates Deletions ETF 4.3 9 26 5.8 +2.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 5.6 +2.7
NANC Unusual Whales Subversive Democratic Trading ETF 4.2 75 -40 3.9 +1.0
HAPS Harbor Human Capital Factor US Small Cap ETF 4.2 60 -25 4.3 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -23 4.0 +1.1
IWX iShares Russell Top 200 Value ETF 4.2 20 15 6.4 +3.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.2 15 20 5.4 +2.4
RJMG FT Raymond James Multicap Growth Equity ETF 4.2 85 -50 2.3 -0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 0 4.2 +1.3
YOKE Yoke Core ETF 4.1 42 -7 4.4 +1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.1 35 0 5.3 +2.4
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 7.0 +4.0
BOUT Innovator IBD Breakout Opportunities ETF 4.1 81 -46 3.1 +0.2
PSET Principal Quality ETF 4.0 15 20 5.4 +2.5
FTGS First Trust Growth Strength ETF 4.0 60 -25 5.0 +2.1
ROBO ROBO Global Robotics & Automation Index ETF 4.0 95 -60 3.8 +0.9
BOTZ Global X Robotics & Artificial Intelligence ETF 4.0 69 -34 2.5 -0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 29 4.1 +1.2
IJR iShares Core S&P Small Cap ETF 3.9 6 29 8.0 +5.1
CRTC Xtrackers US National Critical Technologies ETF 3.9 35 0 5.1 +2.2
PRAY FIS Christian Stock Fund 3.9 69 -34 5.4 +2.5
CAML Congress Large Cap Growth ETF 3.8 66 -31 3.2 +0.3
TMFX Motley Fool Next Index ETF 3.8 50 -15 2.8 -0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 3.8 71 -36 0.5 -2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 45 -10 4.7 +1.8
IWO iShares Russell 2000 Growth ETF 3.8 24 11 1.4 -1.5
DANA Dana Unconstrained Equity ETF 3.8 50 -15 3.1 +0.2
RPG Invesco S&P 500 Pure Growth ETF 3.8 35 0 3.3 +0.4
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 4 7.1 +4.1
SAMT Strategas Macro Thematic Opportunities ETF 3.8 65 -30 3.1 +0.2
GRNY Fundstrat Granny Shots US Large Cap ETF 3.8 75 -40 3.3 +0.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.8 65 -30 5.2 +2.2
VTWG Vanguard Russell 2000 Growth ETF 3.8 15 20 1.5 -1.4
SXQG ETC 6 Meridian Quality Growth ETF 3.8 100 -65 4.4 +1.5
QLTY GMO U.S. Quality ETF 3.8 50 -15 4.9 +2.0
TOLL Tema Monopolies and Oligopolies ETF 3.8 75 -40 3.7 +0.8
VIOO Vanguard S&P Small-Cap 600 ETF 3.8 10 25 8.0 +5.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.7 3 32 8.1 +5.2
VALQ American Century U.S. Quality Value ETF 3.7 29 6 7.7 +4.8
XJR iShares ESG Screened S&P Small-Cap ETF 3.7 12 23 7.6 +4.7
ADME Aptus Drawdown Managed Equity ETF 3.7 79 -44 4.2 +1.3
GLBL Pacer MSCI World Industry Advantage ETF 3.7 65 -30 4.5 +1.6
CWS AdvisorShares Focused Equity ETF 3.7 84 -49 4.8 +1.9
FTCS First Trust Capital Strength ETF 3.7 55 -20 5.6 +2.7
IPDP Dividend Performers ETF 3.7 122 -87 4.9 +2.0
JGRW Jensen Quality Growth ETF 3.7 57 -22 4.5 +1.6
PTL Inspire 500 ETF 3.7 9 26 5.5 +2.6
CVAR Cultivar ETF 3.7 87 -52 7.2 +4.3
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 5.0 +2.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 5.9 +3.0
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 15 6.5 +3.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.6 40 -5 5.9 +2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 26 6.2 +3.3
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -24 3.9 +1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.6 70 -35 2.9 -0.0
BELT iShares Long-Term U.S. Equity Active ETF 3.6 75 -40 3.3 +0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -17 5.5 +2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 5.4 +2.5
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 23 6.7 +3.8
SPXT ProShares S&P 500 Ex-Technology ETF 3.5 9 26 5.7 +2.8
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.4 +4.5
SWP SWP Growth & Income ETF 3.5 99 -64 4.5 +1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 10 8.2 +5.3
FDWM Fidelity Women's Leadership ETF 3.5 59 -24 5.2 +2.3
DFUV Dimensional US Marketwide Value ETF 3.5 22 13 8.0 +5.0
IWD iShares Russell 1000 Value ETF 3.5 19 16 6.6 +3.7
VONV Vanguard Russell 1000 Value ETF 3.5 8 27 6.7 +3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.5 65 -30 3.4 +0.5
SIZE iShares MSCI USA Size Factor ETF 3.5 15 20 5.9 +3.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.4 75 -40 4.9 +2.0
JEPI JPMorgan Equity Premium Income ETF 3.4 35 0 5.7 +2.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 29 2.9 0.0
VO Vanguard Mid-Cap ETF 3.4 4 31 5.9 +3.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 20 7.5 +4.6
PRNT 3D Printing ETF 3.4 66 -31 1.4 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.2 +3.3
TMFG Motley Fool Global Opportunities ETF 3.4 85 -50 3.8 +0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 -15 4.1 +1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 3.4 35 0 5.3 +2.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.4 60 -25 4.6 +1.7
VSDA VictoryShares Dividend Accelerator ETF 3.3 35 0 7.0 +4.1
FDMO Fidelity Momentum Factor ETF 3.3 15 20 3.9 +1.0
BGRO iShares Large Cap Growth Active ETF 3.3 55 -20 3.2 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 22 5.7 +2.7
MAVF Matrix Advisors Value ETF 3.3 75 -40 6.2 +3.2
CGGR Capital Group Growth ETF 3.3 39 -4 3.4 +0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 -29 2.3 -0.6
DFLV Dimensional US Large Cap Value ETF 3.3 22 13 8.2 +5.2
QDIV Global X S&P 500 Quality Dividend ETF 3.2 20 15 8.5 +5.6
SMAP Amplify Small-Mid Cap Equity ETF 3.2 60 -25 5.5 +2.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.2 55 -20 10.6 +7.7
VBK Vanguard Small-Cap Growth ETF 3.2 7 28 1.9 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 31 6.9 +4.0
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 3.2 +0.3
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 6.7 +3.7
HLGE Hartford Longevity Economy ETF 3.2 44 -9 6.4 +3.5
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 6 4.8 +1.9
BRIF FIS Bright Portfolios Focused Equity ETF 3.2 65 -30 4.6 +1.7
DIVL Madison Dividend Value ETF 3.2 65 -30 5.8 +2.9
MOAT VanEck Morningstar Wide Moat ETF 3.1 46 -11 5.9 +2.9
MVAL VanEck Morningstar Wide Moat Value ETF 3.1 49 -14 6.6 +3.7
ABEQ Absolute Select Value ETF 3.1 85 -50 4.8 +1.9
IQM Franklin Intelligent Machines ETF 3.1 50 -15 2.3 -0.7
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.7 +2.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.1 95 -60 0.6 -2.3
GVLU Gotham 1000 Value ETF 3.1 50 -15 9.1 +6.2
DSPY Tema S&P 500 Historical Weight ETF 3.1 18 17 5.3 +2.4
MTUM iShares MSCI USA Momentum Factor ETF 3.0 15 20 3.6 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.0 20 15 6.6 +3.7
VIG Vanguard Dividend Appreciation ETF 3.0 6 29 5.7 +2.8
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 -24 6.2 +3.3
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 6.2 +3.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.0 59 -24 6.3 +3.4
VOOV Vanguard S&P 500 Value ETF 3.0 10 25 6.5 +3.6
PDP Invesco Dorsey Wright Momentum ETF 3.0 62 -27 3.7 +0.8
IVE iShares S&P 500 Value ETF 3.0 18 17 6.4 +3.5
DVND Touchstone Dividend Select ETF 3.0 67 -32 6.0 +3.1
LCF Touchstone US Large Cap Focused ETF 3.0 69 -34 4.5 +1.6
SPYV SPDR Portfolio S&P 500 Value ETF 3.0 4 31 6.5 +3.6
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 26 5.2 +2.2
RECS Columbia Research Enhanced Core ETF 3.0 15 20 6.1 +3.1
ITAN Sparkline Intangible Value ETF 2.9 50 -15 6.5 +3.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.9 19 16 5.3 +2.4
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 31 6.1 +3.2
IUSV iShares Core S&P US Value ETF 2.9 4 31 6.7 +3.8
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 26 4.9 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 8.0 +5.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.8 65 -30 3.2 +0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 5.1 +2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.8 11 24 5.3 +2.3
CGUS Capital Group Core Equity ETF 2.8 33 2 4.6 +1.6
MAGA Point Bridge America First ETF 2.8 72 -37 6.0 +3.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.8 15 20 8.1 +5.2
PWB Invesco Large Cap Growth ETF 2.8 56 -21 2.9 -0.0
BFOR ALPS Barron's 400 ETF 2.8 65 -30 6.1 +3.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -24 2.9 -0.0
MGV Vanguard Mega Cap Value ETF 2.8 7 28 6.8 +3.9
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 21 5.9 +3.0
ROE Astoria US Quality Kings ETF 2.8 49 -14 6.7 +3.8
ACVF American Conservative Values ETF 2.8 75 -40 4.5 +1.5
OALC OneAscent Large Cap Core ETF 2.8 86 -51 4.3 +1.4
SPMO Invesco S&P 500 Momentum ETF 2.8 13 22 3.8 +0.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 9.8 +6.9
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 23 5.9 +3.0
IWR iShares Russell Midcap ETF 2.7 19 16 5.9 +3.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 15 4.2 +1.3
JGRO JPMorgan Active Growth ETF 2.7 44 -9 3.6 +0.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.7 20 15 6.1 +3.2
KRMA Global X Conscious Companies ETF 2.7 43 -8 5.9 +3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.7 60 -25 7.3 +4.4
XVV iShares ESG Screened S&P 500 ETF 2.7 8 27 5.1 +2.1
STXD Strive 1000 Dividend Growth ETF 2.7 35 0 5.0 +2.1
FEGE First Eagle Global Equity ETF 2.6 79 -44 7.2 +4.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 20 4.8 +1.9
KOCG FIS Knights of Columbus Global Belief ETF 2.6 75 -40 5.1 +2.2
KNO AXS Knowledge Leaders ETF 2.6 78 -43 6.1 +3.2
SDY SPDR S&P Dividend ETF 2.6 35 0 6.5 +3.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.6 12 23 4.7 +1.8
VTV Vanguard Value ETF 2.6 4 31 7.1 +4.1
INRO iShares U.S. Industry Rotation Active ETF 2.6 42 -7 4.9 +2.0
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.3 +2.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 10 5.3 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 26 5.0 +2.1
RSSL Global X Russell 2000 ETF 2.5 8 27 4.7 +1.8
STXG Strive 1000 Growth ETF 2.5 18 17 4.0 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.5 49 -14 5.0 +2.1
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.4 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 17 6.9 +4.0
IWM iShares Russell 2000 ETF 2.5 19 16 4.7 +1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 6.3 +3.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.5 20 15 4.9 +2.0
IJS iShares S&P Small-Cap 600 Value ETF 2.5 18 17 10.5 +7.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 5.0 +2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 18 6.1 +3.1
VTWO Vanguard Russell 2000 ETF 2.5 10 25 4.7 +1.8
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 0 4.9 +2.0
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 7.0 +4.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.5 30 5 8.2 +5.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.8 +4.8
ILCV iShares Morningstar Value ETF 2.5 4 31 6.8 +3.9
DGRO iShares Core Dividend Growth ETF 2.5 8 27 6.6 +3.7
RAFE PIMCO RAFI ESG U.S. ETF 2.5 29 6 7.5 +4.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.5 12 23 7.5 +4.6
IVV iShares Core S&P 500 ETF 2.5 3 32 5.2 +2.3
VOO Vanguard S&P 500 ETF 2.5 3 32 5.2 +2.3
KLMN Invesco MSCI North America Climate ETF 2.5 9 26 5.2 +2.3
SPLG SPDR Portfolio S&P 500 ETF 2.4 2 33 5.2 +2.3
SPY SPDR S&P 500 ETF Trust 2.4 9 26 5.1 +2.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.4 3 32 5.4 +2.5
STRV Strive 500 ETF 2.4 5 30 5.0 +2.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.4 48 -13 6.0 +3.1
MOTE VanEck Morningstar ESG Moat ETF 2.4 49 -14 5.8 +2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 4.7 +1.8
SFYX SoFi Next 500 ETF 2.4 0 35 5.9 +2.9
VOTE TCW Transform 500 ETF 2.4 5 30 5.1 +2.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 5.1 +2.1
DFUS Dimensional U.S. Equity ETF 2.4 9 26 5.1 +2.2
SUSA iShares MSCI USA ESG Select ETF 2.4 25 10 4.9 +2.0
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.5 +3.6
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.5 +2.6
VV Vanguard Large-Cap ETF 2.4 4 31 5.1 +2.1
ROSC Hartford Multifactor Small Cap ETF 2.4 34 1 10.1 +7.1
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -7 7.0 +4.1
SLYV SPDR S&P 600 Small Cap Value ETF 2.4 15 20 10.5 +7.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 5.2 +2.2
SFY SoFi Select 500 ETF 2.4 0 35 4.6 +1.7
VUG Vanguard Growth ETF 2.4 4 31 4.1 +1.2
IWV iShares Russell 3000 ETF 2.4 20 15 5.0 +2.1
ILCB iShares Morningstar U.S. Equity ETF 2.4 3 32 5.1 +2.2
VTI Vanguard Total Stock Market ETF 2.4 3 32 5.1 +2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 35 5.1 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 15 20 10.5 +7.6
VTHR Vanguard Russell 3000 ETF 2.4 10 25 5.1 +2.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 5.1 +2.2
DSMC Distillate Small/Mid Cash Flow ETF 2.3 55 -20 13.5 +10.6
IWB iShares Russell 1000 ETF 2.3 15 20 5.1 +2.2
PBUS Invesco MSCI USA ETF 2.3 4 31 5.1 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 32 5.1 +2.2
TOV JLens 500 Jewish Advocacy U.S. ETF 2.3 18 17 4.9 +2.0
VONE Vanguard Russell 1000 ETF 2.3 8 27 5.2 +2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.1 +2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 -4 6.7 +3.8
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 7.3 +4.3
APUE ActivePassive U.S. Equity ETF 2.3 45 -10 4.9 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.3 +3.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 23 5.6 +2.7
IYY iShares Dow Jones U.S. ETF 2.3 20 15 5.0 +2.1
FESM Fidelity Enhanced Small Cap ETF 2.3 28 7 8.1 +5.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 7 5.7 +2.8
STXK Strive Small-Cap ETF 2.3 18 17 6.4 +3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 5.1 +2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.3 +2.4
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 6.3 +3.4
QUVU Hartford Quality Value ETF 2.3 46 -11 7.3 +4.4
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 8 9.3 +6.4
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 6.5 +3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.3 15 20 6.5 +3.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 15 7.1 +4.1
ILCG iShares Morningstar Growth ETF 2.2 4 31 3.9 +1.0
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 31 4 2.5 -0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 39 -4 3.7 +0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 6.1 +3.2
IWL iShares Russell Top 200 ETF 2.2 15 20 4.9 +2.0
SCHK Schwab 1000 Index ETF 2.2 5 30 5.3 +2.3
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 5.2 +2.3
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.2 +2.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.2 35 0 7.1 +4.2
FPX First Trust US Equity Opportunities ETF 2.2 61 -26 1.1 -1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 5 6.8 +3.9
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.6 +1.7
VB Vanguard Small-Cap ETF 2.2 5 30 6.3 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 28 6.3 +3.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -15 8.3 +5.3
QQMG Invesco ESG NASDAQ 100 ETF 2.2 20 15 4.3 +1.4
VYM Vanguard High Dividend Yield Index ETF 2.2 6 29 7.4 +4.5
MGC Vanguard Mega Cap ETF 2.2 7 28 4.9 +2.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 6 4.4 +1.5
SNSR Global X Internet of Things ETF 2.1 68 -33 4.6 +1.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 18 6.0 +3.1
PAWZ ProShares Pet Care ETF 2.1 50 -15 3.7 +0.8
EMOT First Trust S&P 500 Economic Moat ETF 2.1 60 -25 6.9 +4.0
FIW First Trust Water ETF 2.1 53 -18 4.8 +1.9
CSD Invesco S&P Spin-Off ETF 2.1 65 -30 6.7 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 6 8.9 +6.0
RVRB Reverb ETF 2.1 30 5 4.8 +1.9
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 6.9 +4.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 20 6.1 +3.2
DFAS Dimensional U.S. Small Cap ETF 2.1 26 9 6.8 +3.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.1 10 25 4.5 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 20 6.0 +3.1
USXF iShares ESG Advanced MSCI USA ETF 2.1 10 25 4.8 +1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 26 5.4 +2.5
FSCS First Trust SMID Capital Strength ETF 2.1 60 -25 6.9 +4.0
DFAU Dimensional US Core Equity Market ETF 2.1 12 23 5.3 +2.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.1 18 17 6.9 +4.0
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 22 6.4 +3.5
DFSU Dimensional US Sustainability Core 1 ETF 2.1 18 17 5.6 +2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 15 7.1 +4.1
LRGF iShares U.S. Equity Factor ETF 2.1 8 27 5.7 +2.8
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -40 7.7 +4.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 6.0 +3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 20 4.6 +1.7
NUSC Nuveen ESG Small-Cap ETF 2.0 31 4 5.6 +2.7
FTA First Trust Large Cap Value AlphaDEX Fund 2.0 59 -24 9.3 +6.4
CHGX AXS Change Finance ESG ETF 2.0 49 -14 4.9 +2.0
MGK Vanguard Mega Cap Growth ETF 2.0 7 28 4.2 +1.3
DFVX Dimensional US Large Cap Vector ETF 2.0 22 13 6.5 +3.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 6.0 +3.1
QQQ Invesco QQQ Trust Series I 2.0 20 15 4.2 +1.3
QQQM Invesco NASDAQ 100 ETF 2.0 15 20 4.3 +1.4
IUSG iShares Core S&P U.S. Growth ETF 2.0 4 31 4.4 +1.4
IVW iShares S&P 500 Growth ETF 2.0 18 17 4.2 +1.2
VOOG Vanguard S&P 500 Growth ETF 2.0 10 25 4.2 +1.3
SPYG SPDR Portfolio S&P 500 Growth ETF 2.0 4 31 4.3 +1.4
BLES Inspire Global Hope ETF 2.0 61 -26 6.9 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 4.2 +1.3
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 6.0 +3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 23 5.3 +2.4
QUS SPDR MSCI USA StrategicFactors ETF 1.9 15 20 5.8 +2.9
FDG American Century Focused Dynamic Growth ETF 1.9 45 -10 2.1 -0.8
NBDS Neuberger Berman Disrupters ETF 1.9 55 -20 0.8 -2.1
FBOT Fidelity Disruptive Automation ETF 1.9 50 -15 3.8 +0.8
FFOG Franklin Focused Growth ETF 1.9 61 -26 2.5 -0.5
IGPT Invesco AI and Next Gen Software ETF 1.9 60 -25 4.8 +1.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -5 3.8 +0.9
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -60 2.8 -0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -30 3.7 +0.8
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 4.5 +1.6
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -10 3.4 +0.5
BLCR iShares Large Cap Core Active ETF 1.9 36 -1 4.0 +1.1
IBOT Vaneck Robotics ETF 1.9 47 -12 4.7 +1.8
DCOR Dimensional US Core Equity 1 ETF 1.9 14 21 5.6 +2.7
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 7 4.3 +1.4
STXV Strive 1000 Value ETF 1.9 18 17 8.3 +5.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.2 +5.3
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.6 +1.7
GK AdvisorShares Gerber Kawasaki ETF 1.9 75 -40 2.7 -0.2
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 20 5.0 +2.1
AFLG First Trust Active Factor Large Cap ETF 1.9 55 -20 6.2 +3.3
QTOP iShares Nasdaq Top 30 Stocks ETF 1.9 20 15 4.4 +1.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 -10 3.0 +0.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 -3 4.8 +1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.8 +2.9
PCGG Polen Capital Global Growth ETF 1.8 85 -50 3.7 +0.7
FTDS First Trust Dividend Strength ETF 1.8 70 -35 7.8 +4.9
PJP Invesco Pharmaceuticals ETF 1.8 57 -22 8.4 +5.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.8 49 -14 4.8 +1.9
BEEX BeeHive ETF 1.8 84 -49 4.7 +1.8
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.7 +3.8
HDUS Hartford Disciplined US Equity ETF 1.8 19 16 5.9 +3.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 15 7.6 +4.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.4 +2.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -30 6.4 +3.5
EVX VanEck Environmental Services ETF 1.8 55 -20 2.3 -0.6
LIVR Intelligent Livermore ETF 1.8 69 -34 6.5 +3.6
VOE Vanguard Mid-Cap Value ETF 1.8 7 28 7.8 +4.9
TOK iShares MSCI Kokusai ETF 1.8 26 9 5.3 +2.4
DGT SPDR Global Dow ETF 1.8 50 -15 7.5 +4.5
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 10 6.3 +3.4
ISMD Inspire Small/Mid Cap ETF 1.8 54 -19 6.1 +3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.8 18 17 4.2 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -26 6.6 +3.7
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 9 3.4 +0.5
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 9.4 +6.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 5.0 +2.0
IUS Invesco RAFI Strategic US ETF 1.8 19 16 6.9 +4.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.8 70 -35 4.8 +1.9
BGDV Bahl & Gaynor Dividend ETF 1.8 45 -10 4.9 +1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 -4 6.1 +3.2
USMV iShares MSCI USA Min Vol Factor ETF 1.8 15 20 5.5 +2.6
SPHQ Invesco S&P 500 Quality ETF 1.8 15 20 5.1 +2.2
FVD First Trust Value Line Dividend Index Fund 1.7 65 -30 6.2 +3.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 23 7.3 +4.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.7 25 10 11.8 +8.9
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 31 6.9 +4.0
DWLD Davis Select Worldwide ETF 1.7 63 -28 7.6 +4.7
VFVA Vanguard U.S. Value Factor ETF 1.7 13 22 11.5 +8.6
URTH iShares MSCI World ETF 1.7 24 11 5.4 +2.5
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -24 3.1 +0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 25 6.0 +3.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 10 8.2 +5.3
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.8 +2.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.7 6 29 8.4 +5.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.7 10 25 4.5 +1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 4.6 +1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -25 10.1 +7.2
GSPY Gotham Enhanced 500 ETF 1.7 50 -15 5.5 +2.6
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 9.3 +6.4
LYLD Cambria Large Cap Shareholder Yield ETF 1.6 59 -24 9.9 +6.9
DIVS SmartETFs Dividend Builder ETF 1.6 65 -30 5.0 +2.1
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 -15 5.3 +2.4
UDI USCF Dividend Income Fund 1.6 65 -30 8.4 +5.5
AGQI First Trust Active Global Quality Income ETF 1.6 85 -50 5.0 +2.1
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 7.6 +4.6
BDIV AAM Brentview Dividend Growth ETF 1.6 49 -14 4.7 +1.8
IBRN iShares Neuroscience and Healthcare ETF 1.6 47 -12 0.0 -2.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -15 7.5 +4.6
DUSA Davis Select U.S. Equity ETF 1.6 61 -26 7.7 +4.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 5 4.7 +1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.6 15 20 9.4 +6.5
SDG iShares MSCI Global Sustainable Development Goals ETF 1.6 49 -14 6.3 +3.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.8 +4.9
MDY SPDR S&P Midcap 400 ETF Trust 1.6 24 11 7.4 +4.5
VXF Vanguard Extended Market ETF 1.6 6 29 5.0 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -25 7.8 +4.9
IJH iShares Core S&P Mid-Cap ETF 1.6 5 30 7.6 +4.7
OEF iShares S&P 100 ETF 1.6 20 15 4.8 +1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 27 5.2 +2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.2 +2.3
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.8 +2.9
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 -4 7.1 +4.2
FQAL Fidelity Quality Factor ETF 1.6 15 20 5.7 +2.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 30 8.1 +5.2
STXM Strive Mid-Cap ETF 1.5 18 17 6.5 +3.5
HDV iShares Core High Dividend ETF 1.5 8 27 7.0 +4.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 31 4.1 +1.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.5 3 32 7.6 +4.7
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.4 +1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.5 10 25 7.6 +4.6
ACWI iShares MSCI ACWI ETF 1.5 32 3 5.8 +2.9
RGEF Rockefeller Global Equity ETF 1.5 55 -20 5.1 +2.2
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.8 +1.8
AVUS Avantis U.S. Equity ETF 1.5 15 20 6.1 +3.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.6 +2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 26 6.1 +3.1
JAVA JPMorgan Active Value ETF 1.5 44 -9 6.6 +3.6
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 9 6.4 +3.4
JPEF JPMorgan Equity Focus ETF 1.5 50 -15 4.5 +1.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 -4 10.0 +7.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.5 75 -40 5.8 +2.9
MGRO VanEck Morningstar Wide Moat Growth ETF 1.5 49 -14 4.4 +1.5
FDLO Fidelity Low Volatility Factor ETF 1.5 15 20 5.5 +2.6
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 15 5.1 +2.2
DFSV Dimensional US Small Cap Value ETF 1.5 31 4 10.8 +7.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.5 20 15 5.7 +2.8
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 6.3 +3.3
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -17 7.1 +4.2
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -41 5.1 +2.2
FCPI Fidelity Stocks for Inflation ETF 1.5 15 20 7.6 +4.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.5 55 -20 4.3 +1.3
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 0 9.4 +6.5
CGDG Capital Group Dividend Growers ETF 1.5 47 -12 6.3 +3.4
VT Vanguard Total World Stock ETF 1.4 7 28 6.2 +3.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.4 30 5 8.9 +6.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.4 49 -14 3.8 +0.9
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 23 7.8 +4.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -50 6.7 +3.8
VBR Vanguard Small Cap Value ETF 1.4 7 28 9.4 +6.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 6.3 +3.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.4 35 0 11.4 +8.5
IWF iShares Russell 1000 Growth ETF 1.4 19 16 4.5 +1.6
VONG Vanguard Russell 1000 Growth ETF 1.4 8 27 4.6 +1.7
PWV Invesco Large Cap Value ETF 1.4 55 -20 7.5 +4.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 4.0 +1.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.6 +3.7
WRND IQ Global Equity R&D Leaders ETF 1.4 18 17 8.9 +6.0
VNSE Natixis Vaughan Nelson Select ETF 1.3 80 -45 5.1 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 -25 5.9 +3.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 -25 2.1 -0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 7.0 +4.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.2 +3.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 0 8.1 +5.2
WCEO Hypatia Women CEO ETF 1.3 85 -50 4.8 +1.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 10 7.4 +4.5
TMFC Motley Fool 100 Index ETF 1.3 50 -15 3.7 +0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.9 +5.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.9 +5.0
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 -25 5.9 +3.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 10 7.4 +4.5
DIVB iShares Core Dividend ETF 1.3 5 30 7.9 +4.9
LGRO Level Four Large Cap Growth Active ETF 1.3 55 -20 3.9 +1.0
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.7 +1.7
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 10 5.7 +2.8
NULC Nuveen ESG Large-Cap ETF 1.3 21 14 4.9 +2.0
ARKG ARK Genomic Revolution ETF 1.2 75 -40 0.0 -2.9
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.5 +3.6
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 10.0 +7.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 10.7 +7.8
VFMF Vanguard U.S. Multifactor ETF 1.2 18 17 8.3 +5.4
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -30 8.7 +5.8
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -54 10.4 +7.5
DSI iShares MSCI KLD 400 Social ETF 1.2 25 10 5.1 +2.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.9 +4.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.2 29 6 6.5 +3.6
IWC iShares Micro-Cap ETF 1.2 60 -25 -0.7 -3.6
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 29 9.7 +6.8
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -15 4.5 +1.6
JGLO JPMorgan Global Select Equity ETF 1.2 33 2 5.1 +2.2
IWN iShares Russell 2000 Value ETF 1.2 24 11 8.1 +5.2
VTWV Vanguard Russell 2000 Value ETF 1.2 15 20 8.1 +5.2
IWY iShares Russell Top 200 Growth ETF 1.2 20 15 4.7 +1.8
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 -4 8.4 +5.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -40 0.5 -2.4
EBI Longview Advantage ETF 1.1 35 0 6.9 +3.9
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.2 +2.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.1 0 35 12.6 +9.7
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 23 8.6 +5.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.9 +3.0
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 -4 8.6 +5.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.1 67 -32 10.5 +7.5
VERS ProShares Metaverse ETF 1.1 58 -23 -0.3 -3.3
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -24 4.6 +1.7
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.9 +4.0
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 25 5.1 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 5 6.2 +3.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 25 5.1 +2.2
AIEQ AI Powered Equity ETF 1.0 75 -40 5.3 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 17 9.2 +6.3
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 12 5.9 +3.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 20 7.5 +4.6
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -25 7.9 +5.0
OPTZ Optimize Strategy Index ETF 1.0 50 -15 5.1 +2.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 20 8.2 +5.2
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -90 6.6 +3.7
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 20 9.2 +6.3
FFTY Innovator IBD 50 ETF 1.0 80 -45 -0.4 -3.3
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.2 +3.3
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 17 5.4 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 20 9.2 +6.3
XMMO Invesco S&P MidCap Momentum ETF 0.9 34 1 5.5 +2.6
SPGP Invesco S&P 500 GARP ETF 0.9 34 1 9.5 +6.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 -14 4.3 +1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -45 4.6 +1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.9 60 -25 6.9 +4.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 9.6 +6.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.5 +4.6
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.2 +4.3
SPHB Invesco S&P 500 High Beta ETF 0.9 25 10 4.9 +1.9
TTAC FCF US Quality ETF 0.9 59 -24 6.2 +3.3
ITEQ BlueStar Israel Technology ETF 0.9 75 -40 2.0 -0.9
OSCV Opus Small Cap Value ETF 0.8 79 -44 6.9 +4.0
GLOF iShares Global Equity Factor ETF 0.8 20 15 6.9 +4.0
XLG Invesco S&P 500 Top 50 ETF 0.8 20 15 4.7 +1.8
MOTG VanEck Morningstar Global Wide Moat ETF 0.8 52 -17 6.9 +4.0
XMHQ Invesco S&P MidCap Quality ETF 0.8 25 10 6.8 +3.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.5 +3.6
IOO iShares Global 100 ETF 0.8 41 -6 5.2 +2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -40 5.3 +2.4
TAX Cambria Tax Aware ETF 0.8 49 -14 5.2 +2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 6.0 +3.1
SMMD iShares Russell 2500 ETF 0.7 15 20 6.6 +3.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.9 +4.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -24 11.5 +8.6
CCMG CCM Global Equity ETF 0.7 34 1 8.8 +5.9
BUL Pacer US Cash Cows Growth ETF 0.7 60 -25 6.1 +3.2
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 8.9 +6.0
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 20 5.3 +2.4
MGMT Ballast Small/Mid Cap ETF 0.7 110 -75 9.4 +6.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 9.8 +6.9
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 5.7 +2.8
IVEG iShares Emergent Food and AgTech Multisector ETF 0.6 47 -12 9.0 +6.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 15 5.8 +2.9
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 -15 6.1 +3.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 -2 6.2 +3.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 10.5 +7.5
QDF FlexShares Quality Dividend Index Fund 0.6 37 -2 6.5 +3.6
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 8.8 +5.9
FITE SPDR S&P Kensho Future Security ETF 0.5 45 -10 2.3 -0.6
XT iShares Exponential Technologies ETF 0.5 46 -11 5.6 +2.7
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 8.0 +5.1
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 -15 7.6 +4.7
DUHP Dimensional US High Profitability ETF 0.5 21 14 6.4 +3.5
TMAT Main Thematic Innovation ETF 0.5 164 -129 -1.5 -4.5
RCGE RockCreek Global Equality ETF 0.5 95 -60 6.4 +3.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -25 10.1 +7.2
RPV Invesco S&P 500 Pure Value ETF 0.5 35 0 10.8 +7.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 17 5.6 +2.7
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -37 6.5 +3.5
MEDX Horizon Kinetics Medical ETF 0.5 85 -50 2.1 -0.8
FDM First Trust Dow Jones Select MicroCap Index Fund 0.4 60 -25 8.2 +5.3
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 4.2 +1.2
VIDI Vident International Equity Strategy ETF 0.4 61 -26 11.3 +8.4
DURA VanEck Durable High Dividend ETF 0.4 29 6 8.7 +5.8
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.4 +2.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 10.0 +7.1
ISRA VanEck Israel ETF 0.4 59 -24 7.4 +4.5
CANC Tema Oncology ETF 0.4 75 -40 -2.6 -5.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.4 60 -25 8.2 +5.3
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 12.6 +9.6
ABFL Abacus FCF Leaders ETF 0.3 59 -24 5.4 +2.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.3 15 20 7.3 +4.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 15 9.8 +6.8
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 6 8.3 +5.4
COWZ Pacer US Cash Cows 100 ETF 0.3 49 -14 9.5 +6.6
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.8 +2.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -38 11.6 +8.7
MOO VanEck Agribusiness ETF 0.3 53 -18 10.5 +7.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -12 9.8 +6.9
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 8.4 +5.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 16 0.8 -2.1
IBB iShares Biotechnology ETF 0.2 45 -10 0.9 -2.0
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 10 10.5 +7.6
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 10.2 +7.3
PKW Invesco Buyback Achievers ETF 0.2 62 -27 7.6 +4.7
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.8 +2.9
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.3 +5.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 4.9 +2.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -10 9.2 +6.3
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 3.9 +1.0
VEGN US Vegan Climate ETF 0.1 60 -25 4.6 +1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 -14 12.3 +9.4
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 3.9 +1.0

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:

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 7.7 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 2.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.50 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.