State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 4.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.3x P/Sales
ratio		 2.0x
P/BV
ratio		 1.9x Div.
yield		 0.8%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jan 26, 2011
Assets (mns) $125
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 64
Wgt avg mkt cap (mns) $22,809
Large cap (>$10bn) 33.9%
Mid cap ($2-10bn) 26.6%
Small cap (<$2bn) 37.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
STAAR SURGICAL CO 2.9 %
NOVOCURE LIMITED 2.4 %
INTEGRA LIFESCIENCES HOLDING 2.1 %
AXOGEN, INC. 2.1 %
AVANOS MEDICAL, INC. 2.1 %
LANTHEUS HOLDINGS INC 2.1 %
BUTTERFLY NETWORK, INC. CLASS A 2.1 %
LIVANOVA PLC 2.1 %
OMNICELL INC 2.1 %
TELEFLEX INC 2.0 %
Total 22.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.4 %
BRITAIN 4.4 %
IRELAND 3.1 %








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.
-9.0% 1.7% -8.5% 6.4% 8.8%

Market Correlations
versus... Beta R-squared
S&P500 1.13 42%
MSCI EAFE 0.92 37%
MSCI Emg. Mkts. 0.58 24%

Technical Indicators
Recent close $78.06
30d moving avg. $80.55
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 28
Turnover 1.8%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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™: 4.0%


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 34.5 40 -5 5.1 +1.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 29.6 68 -33 2.5 -1.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.8 40 -5 7.6 +3.6
PSCH Invesco S&P SmallCap Health Care ETF 20.9 29 6 2.4 -1.6
FXH First Trust Health Care AlphaDEX Fund 20.6 62 -27 4.8 +0.8
HEAL Global X HealthTech ETF 19.6 50 -15 -1.5 -5.5
FDHT Fidelity Digital Health ETF 16.8 39 -4 1.7 -2.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 14.5 65 -30 0.6 -3.4
FHLC Fidelity MSCI Health Care Index ETF 13.8 8 27 5.5 +1.6
VHT Vanguard Health Care ETF 13.8 9 26 5.3 +1.3
IYH iShares U.S. Healthcare ETF 13.6 40 -5 6.0 +2.0
XLV Health Care Select Sector SPDR 12.9 8 27 6.8 +2.9
AGNG Global X Aging Population ETF 12.4 50 -15 4.5 +0.5
FMED Fidelity Disruptive Medicine ETF 11.4 50 -15 -1.2 -5.2
IXJ iShares Global Healthcare ETF 10.5 42 -7 6.5 +2.6
ANEW ProShares MSCI Transformational Changes ETF 10.0 45 -10 4.3 +0.3
HRTS Tema Heart & Health ETF 9.8 75 -40 3.0 -1.0
QQQS Invesco NASDAQ Future Gen 200 ETF 8.8 20 15 -3.4 -7.4
BMED Future Health ETF 8.5 85 -50 1.3 -2.7
GDOC Goldman Sachs Future Health Care Equity ETF 8.4 75 -40 1.0 -3.0
LFSC F/m Emerald Life Sciences Innovation ETF 7.7 79 -44 0.0 -4.0
HART IQ Healthy Hearts ETF 7.3 45 -10 5.8 +1.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 -25 4.2 +0.2
DTEC ALPS Disruptive Technologies ETF 6.4 50 -15 3.4 -0.6
FTGS First Trust Growth Strength ETF 6.4 60 -25 3.6 -0.4
USRD Themes US R&D Champions ETF 6.2 29 6 3.6 -0.4
RUNN Running Oak Efficient Growth ETF 6.2 58 -23 4.9 +1.0
MEDI Harbor Health Care ETF 6.1 80 -45 -1.4 -5.4
TMFM Motley Fool Mid-Cap Growth ETF 6.0 85 -50 2.1 -1.9
PINK Simplify Health Care ETF 5.8 50 -15 0.9 -3.1
SMOT VanEck Morningstar SMID Moat ETF 5.8 49 -14 6.3 +2.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.6 60 -25 -1.6 -5.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.5 60 -25 3.5 -0.5
SQLV Royce Quant Small-Cap Quality Value ETF 5.4 60 -25 8.0 +4.0
PSET Principal Quality ETF 5.3 15 20 4.8 +0.9
NIXT Research Affiliates Deletions ETF 5.2 9 26 6.5 +2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.0 58 -23 2.9 -1.1
RNSC Furst Trust Small Cap US Equity Select ETF 4.9 60 -25 4.6 +0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 4.9 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.2 +1.2
QGRO American Century U.S. Quality Growth ETF 4.9 29 6 3.8 -0.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.8 40 -5 5.1 +1.1
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -50 4.2 +0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 4.8 49 -14 4.9 +0.9
ARB AltShares Merger Arbitrage ETF 4.6 77 -42 2.6 -1.4
TMFS Motley Fool Small-Cap Growth ETF 4.6 85 -50 1.3 -2.7
FSGS First Trust SMID Growth Strength ETF 4.6 60 -25 4.9 +0.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.6 35 0 3.1 -0.9
JDOC JPMorgan Healthcare Leaders ETF 4.5 65 -30 3.7 -0.3
FTCS First Trust Capital Strength ETF 4.4 55 -20 5.7 +1.7
CSMD Congress SMid Growth ETF 4.4 69 -34 3.3 -0.7
JGRW Jensen Quality Growth ETF 4.4 57 -22 4.0 0.0
CWS AdvisorShares Focused Equity ETF 4.3 84 -49 4.8 +0.8
KNO AXS Knowledge Leaders ETF 4.3 78 -43 3.8 -0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.2 35 0 11.3 +7.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 -3 5.1 +1.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.1 55 -20 8.9 +4.9
AQEC AQE Core ETF 4.1 49 -14 5.4 +1.4
FLV American Century Focused Large Cap Value ETF 4.1 42 -7 6.1 +2.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.1 52 -17 4.9 +0.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.1 49 -14 2.7 -1.3
TMDV ProShares Russell US Dividend Growers ETF 4.0 35 0 6.4 +2.4
SPMV Invesco S&P 500 Minimum Variance ETF 4.0 10 25 5.2 +1.2
GGRW Gabelli Growth Innovators ETF 4.0 90 -55 1.9 -2.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -35 4.8 +0.8
PWB Invesco Large Cap Growth ETF 3.8 56 -21 1.8 -2.2
TMFX Motley Fool Next Index ETF 3.8 50 -15 2.9 -1.1
SDY State Street SPDR S&P Dividend ETF 3.8 35 0 6.2 +2.2
GINN Goldman Sachs Innovate Equity ETF 3.7 52 -17 3.6 -0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 5.0 +1.0
CSTK Invesco Comstock Contrarian Equity ETF 3.6 35 0 5.8 +1.8
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 12 2.8 -1.2
MID American Century Mid Cap Growth Impact ETF 3.6 45 -10 2.8 -1.2
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -65 2.9 -1.1
IBRN iShares Neuroscience and Healthcare ETF 3.5 47 -12 0.0 -4.0
DURA VanEck Durable High Dividend ETF 3.4 29 6 6.4 +2.4
VOT Vanguard Mid-Cap Growth ETF 3.4 7 28 3.0 -1.0
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -12 4.2 +0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.4 35 0 3.2 -0.8
DAK Dakota Active Equity ETF 3.4 43 -8 3.6 -0.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.2 +0.2
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 5.8 +1.8
DBSC Deepwater Beachfront Small Cap ETF 3.3 85 -50 1.1 -2.9
BLCV iShares Large Cap Value Active ETF 3.3 53 -18 6.3 +2.3
NBDS Neuberger Berman Disrupters ETF 3.2 55 -20 0.6 -3.4
CRTC Xtrackers US National Critical Technologies ETF 3.2 35 0 4.0 +0.0
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 17 5.9 +1.9
VFVA Vanguard U.S. Value Factor ETF 3.2 13 22 9.4 +5.5
AGRW Allspring LT Large Growth ETF 3.2 35 0 3.2 -0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 5.5 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.2 50 -15 3.4 -0.6
POWA Invesco Bloomberg Pricing Power ETF 3.1 40 -5 5.8 +1.8
PSC Principal U.S. Small-Cap ETF 3.1 38 -3 3.6 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 3.9 -0.1
MNZL Manzil Russell Halal USA Broad MarketETF 3.1 40 -5 3.6 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.3 +1.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.1 55 -20 3.2 -0.8
IWFG IQ Winslow Focused Large Cap Growth ETF 3.0 65 -30 2.1 -1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 3.0 71 -36 -0.6 -4.6
MOAT VanEck Morningstar Wide Moat ETF 3.0 46 -11 5.6 +1.6
MVAL VanEck Morningstar Wide Moat Value ETF 3.0 49 -14 6.5 +2.5
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.3 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 20 5.5 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 3.0 29 6 3.9 -0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.3 +1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.2 +2.2
PRAY FIS Christian Stock Fund 3.0 69 -34 3.8 -0.2
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.4 -1.6
SPIT F/m Emerald Special Situations ETF 3.0 105 -70 -0.7 -4.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 3.6 -0.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.0 12 23 3.5 -0.5
JEPI JPMorgan Equity Premium Income ETF 2.9 35 0 5.2 +1.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 -4 3.7 -0.3
CVAR Cultivar ETF 2.9 87 -52 7.2 +3.2
DSTL Distillate US Fundamental Stability & Value ETF 2.9 39 -4 7.8 +3.8
FDLS Inspire Fidelis Multi Factor ETF 2.9 76 -41 3.2 -0.8
QLTY GMO U.S. Quality ETF 2.9 50 -15 3.9 -0.1
GVLU Gotham 1000 Value ETF 2.8 50 -15 8.3 +4.3
XOEF iShares S&P 500 ex S&P 100 ETF 2.8 20 15 4.6 +0.6
BFOR ALPS Barron's 400 ETF 2.8 65 -30 4.9 +1.0
ITAN Sparkline Intangible Value ETF 2.8 50 -15 5.7 +1.7
BEEX BeeHive ETF 2.8 84 -49 3.7 -0.3
PCGG Polen Capital Global Growth ETF 2.8 85 -50 3.8 -0.2
PRNT 3D Printing ETF 2.8 66 -31 1.1 -2.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.8 12 23 6.1 +2.2
CAML Congress Large Cap Growth ETF 2.8 66 -31 2.3 -1.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.8 15 20 8.9 +4.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.8 20 15 4.5 +0.5
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -60 2.1 -1.9
LCF Touchstone US Large Cap Focused ETF 2.7 69 -34 3.6 -0.4
IJS iShares S&P Small-Cap 600 Value ETF 2.7 18 17 8.8 +4.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.7 12 23 5.7 +1.7
AFSM First Trust Active Factor Small Cap ETF 2.7 75 -40 5.7 +1.7
DVND Touchstone Dividend Select ETF 2.7 67 -32 5.2 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.7 10 25 8.9 +4.9
TMAT Main Thematic Innovation ETF 2.7 164 -129 -1.9 -5.9
FPAG FPA Global Equity ETF 2.7 49 -14 5.8 +1.8
VSDA VictoryShares Dividend Accelerator ETF 2.7 35 0 6.7 +2.7
TMFG Motley Fool Global Opportunities ETF 2.7 85 -50 3.7 -0.3
IWO iShares Russell 2000 Growth ETF 2.7 24 11 0.5 -3.5
ROSC Hartford Multifactor Small Cap ETF 2.7 34 1 7.2 +3.2
FFOX FundX Future Fund Opportunities ETF 2.7 100 -65 2.5 -1.5
QDIV Global X S&P 500 Quality Dividend ETF 2.7 20 15 7.9 +3.9
RND First Trust Bloomberg R&D Leaders ETF 2.6 60 -25 2.4 -1.6
NANC Unusual Whales Subversive Democratic Trading ETF 2.6 75 -40 2.8 -1.2
FPX First Trust US Equity Opportunities ETF 2.6 61 -26 0.7 -3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 5.1 +1.2
VO Vanguard Mid-Cap ETF 2.6 4 31 20.7 +16.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 29 3.2 -0.8
AVSC Avantis U.S Small Cap Equity ETF 2.6 25 10 4.6 +0.7
DFLV Dimensional US Large Cap Value ETF 2.5 22 13 6.0 +2.0
MFVL Motley Fool Value Factor ETF 2.5 50 -15 5.8 +1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.5 15 20 7.2 +3.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.5 35 0 6.3 +2.3
SWP SWP Growth & Income ETF 2.5 99 -64 4.1 +0.1
CHRI Global X S&P 500 Christian Values ETF 2.5 29 6 3.8 -0.2
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.6 +0.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.4 20 15 0.7 -3.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 32 6.4 +2.4
FEGE First Eagle Global Equity ETF 2.4 79 -44 6.0 +2.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 7 28 6.2 +2.2
SVAL iShares US Small Cap Value Factor ETF 2.4 20 15 7.3 +3.3
IJR iShares Core S&P Small Cap ETF 2.4 6 29 6.3 +2.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.4 35 0 6.1 +2.1
JSML Janus Henderson Small Cap Growth Alpha ETF 2.4 30 5 2.6 -1.4
DFUV Dimensional US Marketwide Value ETF 2.4 22 13 6.0 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 26 5.4 +1.4
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.4 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -25 5.8 +1.8
ISMD Inspire Small/Mid Cap ETF 2.4 54 -19 5.0 +1.0
VALQ American Century U.S. Quality Value ETF 2.4 29 6 7.0 +3.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.4 12 23 3.6 -0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 15 4.0 -0.0
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -24 7.7 +3.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 20 6.4 +2.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 20 3.7 -0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 2.3 60 -25 8.7 +4.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 31 4 5.5 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 26 4.9 +0.9
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 6 3.7 -0.3
CGDV Capital Group Dividend Value ETF 2.3 33 2 3.8 -0.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.3 52 -17 7.9 +3.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 45 -10 3.4 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.3 -1.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.2 9 26 3.7 -0.3
SIZE iShares MSCI USA Size Factor ETF 2.2 15 20 5.4 +1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 5 7.6 +3.7
HLAL Wahed FTSE USA Shariah ETF 2.2 50 -15 3.4 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 4.1 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 29 2.7 -1.3
BOTZ Global X Robotics & Artificial Intelligence ETF 2.2 69 -34 1.7 -2.3
SNSR Global X Internet of Things ETF 2.2 68 -33 2.9 -1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 31 5.2 +1.2
VTWG Vanguard Russell 2000 Growth ETF 2.2 10 25 0.6 -3.4
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 9 5.1 +1.1
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 6 6.0 +2.0
ISCB iShares Morningstar Small-Cap ETF 2.1 4 31 5.3 +1.3
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 4.8 +0.8
JHMM John Hancock Multifactor Mid Cap ETF 2.1 42 -7 5.3 +1.3
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -30 4.9 +0.9
CHGX AXS Change Finance ESG ETF 2.1 49 -14 4.1 +0.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.1 59 -24 4.2 +0.2
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 8 8.2 +4.2
TOLL Tema Durable Quality ETF 2.1 75 -40 3.7 -0.3
ZIG Acquirers Fund 2.1 84 -49 20.5 +16.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 10 25 3.7 -0.3
PEXL Pacer US Export Leaders ETF 2.1 60 -25 2.8 -1.2
JAVA JPMorgan Active Value ETF 2.1 44 -9 5.5 +1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -14 4.3 +0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.1 15 20 3.7 -0.3
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 29 7.8 +3.8
JPSV JPMorgan Active Small Cap Value ETF 2.1 74 -39 7.5 +3.5
IJT iShares S&P Small-Cap 600 Growth ETF 2.1 18 17 3.7 -0.3
IWX iShares Russell Top 200 Value ETF 2.1 20 15 4.9 +0.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 15 6.0 +2.0
STXD Strive 1000 Dividend Growth ETF 2.0 35 0 4.3 +0.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 15 3.8 -0.2
PRXV Praxis Impact Large Cap Value ETF 2.0 36 -1 5.5 +1.5
CZA Invesco Zacks Mid-Cap ETF 2.0 72 -37 5.9 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 3.9 -0.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 5.7 +1.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 0 4.2 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 10 25 4.0 -0.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 4.0 -0.0
FVD First Trust Value Line Dividend Index Fund 2.0 65 -30 5.9 +1.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.0 12 23 5.3 +1.3
VFMF Vanguard U.S. Multifactor ETF 2.0 18 17 6.5 +2.5
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 5.8 +1.8
FMTM MarketDesk Focused U.S. Momentum ETF 2.0 45 -10 4.4 +0.4
CSD Invesco S&P Spin-Off ETF 2.0 65 -30 3.4 -0.6
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 5.1 +1.1
GLBL Pacer MSCI World Industry Advantage ETF 2.0 65 -30 3.2 -0.8
IWR iShares Russell Midcap ETF 2.0 19 16 5.3 +1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 -25 3.4 -0.6
MAGA Point Bridge America First ETF 2.0 72 -37 5.3 +1.3
PBUS Invesco MSCI USA ETF 2.0 4 31 4.1 +0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -30 1.2 -2.8
SUSA iShares MSCI USA ESG Select ETF 2.0 25 10 3.9 -0.1
DGRO iShares Core Dividend Growth ETF 2.0 8 27 5.5 +1.5
BLCR iShares Large Cap Core Active ETF 1.9 36 -1 2.7 -1.3
VIG Vanguard Dividend Appreciation ETF 1.9 5 30 4.9 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.9 17 18 4.8 +0.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -30 5.1 +1.1
VOE Vanguard Mid-Cap Value ETF 1.9 7 28 6.8 +2.8
WCEO Hypatia Women CEO ETF 1.9 85 -50 4.7 +0.7
RSSL Global X Russell 2000 ETF 1.9 8 27 2.6 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 11 5.9 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -7 4.0 -0.0
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.2 +0.2
STXK Strive Small-Cap ETF 1.9 18 17 5.2 +1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -40 6.1 +2.1
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.2 -0.8
IWD iShares Russell 1000 Value ETF 1.9 19 16 5.3 +1.3
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 31 5.5 +1.5
IWM iShares Russell 2000 ETF 1.9 19 16 2.6 -1.4
VBK Vanguard Small-Cap Growth ETF 1.9 7 28 1.2 -2.8
VONV Vanguard Russell 1000 Value ETF 1.9 7 28 5.4 +1.4
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -20 3.5 -0.5
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 18 6.4 +2.4
OPTZ Optimize Strategy Index ETF 1.9 50 -15 3.2 -0.8
FSMD Fidelity Small-Mid Multifactor ETF 1.9 15 20 6.4 +2.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.8 70 -35 2.0 -2.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -14 4.3 +0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.2 +0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 20 4.1 +0.1
BUL Pacer US Cash Cows Growth ETF 1.8 60 -25 3.3 -0.7
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 7.9 +3.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.8 4 31 5.6 +1.6
JGLO JPMorgan Global Select Equity ETF 1.8 33 2 4.2 +0.2
ACVF American Conservative Values ETF 1.8 75 -40 3.6 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 6 6.4 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.1 +0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.8 50 -15 7.8 +3.8
IVE iShares S&P 500 Value ETF 1.8 18 17 5.5 +1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 3 3.8 -0.2
VOOV Vanguard S&P 500 Value ETF 1.8 7 28 5.6 +1.6
DUSA Davis Select U.S. Equity ETF 1.8 61 -26 7.0 +3.0
STXM Strive Mid-Cap ETF 1.8 18 17 5.8 +1.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 10 6.0 +2.1
IUSV iShares Core S&P US Value ETF 1.7 4 31 5.8 +1.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 20 2.9 -1.1
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -13 3.8 -0.2
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 17 4.3 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.7 4 31 4.2 +0.2
VB Vanguard Small-Cap ETF 1.7 5 30 5.1 +1.1
DFAS Dimensional U.S. Small Cap ETF 1.7 26 9 5.5 +1.5
DFSV Dimensional US Small Cap Value ETF 1.7 31 4 8.8 +4.8
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 26 3.8 -0.2
KRMA Global X Conscious Companies ETF 1.7 43 -8 5.0 +1.0
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 15 7.2 +3.2
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 20 3.8 -0.2
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 2.9 -1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 15 5.8 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 28 5.1 +1.2
MGV Vanguard Mega Cap Value ETF 1.7 7 28 5.4 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -24 3.4 -0.6
PTL Inspire 500 ETF 1.7 9 26 4.2 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 31 5.5 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.7 24 11 7.1 +3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 17 6.8 +2.8
VUSV Vanguard Wellington U.S. Value Active ETF 1.7 30 5 5.7 +1.7
VTWO Vanguard Russell 2000 ETF 1.7 7 28 2.7 -1.3
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 26 4.0 +0.0
STXV Strive 1000 Value ETF 1.7 18 17 6.8 +2.8
TOPC iShares S&P 500 3% Capped ETF 1.7 15 20 4.2 +0.3
IUS Invesco RAFI Strategic US ETF 1.7 19 16 5.5 +1.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 16 4.7 +0.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.6 49 -14 8.0 +4.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 4 1.7 -2.3
PAWZ ProShares Pet Care ETF 1.6 50 -15 4.4 +0.4
FIW First Trust Water ETF 1.6 53 -18 5.1 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.6 48 -13 5.6 +1.6
JHML John Hancock Multifactor Large Cap ETF 1.6 29 6 4.4 +0.4
GSPY Gotham Enhanced 500 ETF 1.6 50 -15 4.3 +0.3
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -7 3.4 -0.6
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 22 5.5 +1.5
NULC Nuveen ESG Large-Cap ETF 1.6 21 14 3.8 -0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -29 1.2 -2.8
VBR Vanguard Small Cap Value ETF 1.6 7 28 7.8 +3.8
DWLD Davis Select Worldwide ETF 1.6 63 -28 6.5 +2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 23 5.8 +1.8
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.5 +0.5
FESM Fidelity Enhanced Small Cap ETF 1.6 28 7 2.2 -1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 10 4.8 +0.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 4.8 +0.9
RVRB Reverb ETF 1.6 30 5 4.0 0.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -60 -0.6 -4.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 5.3 +1.3
ARKG ARK Genomic Revolution ETF 1.6 75 -40 -1.3 -5.3
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 6.7 +2.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 7.4 +3.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 7 4.9 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.6 60 -25 4.3 +0.3
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -7 6.0 +2.0
VTV Vanguard Value ETF 1.5 4 31 5.8 +1.8
DEMZ Democratic Large Cap Core ETF 1.5 45 -10 3.7 -0.3
VDIG Vanguard Wellington Dividend Growth Active ETF 1.5 40 -5 4.4 +0.4
SEMG Suncoast Select Growth ETF 1.5 60 -25 3.7 -0.3
KAT Scharf ETF 1.5 87 -52 6.2 +2.2
GKAT Scharf Global Opportunity ETF 1.5 57 -22 5.6 +1.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.5 15 20 5.0 +1.0
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -17 6.7 +2.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 26 3.9 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -32 8.7 +4.7
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.3 +0.3
FELV Fidelity Enhanced Large Cap Value ETF 1.5 18 17 5.5 +1.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.5 20 15 5.8 +1.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.5 70 -35 4.0 +0.0
DVGR DAC 3D Dividend Growth ETF 1.5 65 -30 4.6 +0.6
SSPY Syntax Stratified LargeCap ETF 1.5 30 5 6.0 +2.0
IWS iShares Russell Mid-Cap Value ETF 1.5 23 12 6.0 +2.0
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.6 +3.6
IPO Renaissance IPO ETF 1.5 60 -25 1.5 -2.5
BIBL Inspire 100 ETF 1.5 35 0 4.0 +0.0
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 7.9 +3.9
IGPT Invesco AI and Next Gen Software ETF 1.5 60 -25 2.0 -2.0
FDG American Century Focused Dynamic Growth ETF 1.5 45 -10 1.7 -2.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 2.6 -1.4
MBCC Monarch Blue Chips Core ETF 1.5 125 -90 3.6 -0.4
CGGR Capital Group Growth ETF 1.5 39 -4 2.4 -1.6
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -35 0.7 -3.3
AGIQ Sofi Agentic AI ETF 1.5 69 -34 6.4 +2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 -5 2.8 -1.2
XVV iShares ESG Screened S&P 500 ETF 1.5 8 27 4.0 +0.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 3.5 -0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 3.9 -0.1
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 -15 5.1 +1.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 10 4.0 +0.0
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -25 7.8 +3.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.5 12 23 6.1 +2.2
MDY SPDR S&P Midcap 400 ETF Trust 1.5 23 12 5.8 +1.8
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.0 -1.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -30 3.5 -0.5
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.0 -1.0
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 3.4 -0.6
XT iShares Exponential Technologies ETF 1.5 46 -11 3.7 -0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 0 6.6 +2.6
HDUS Hartford Disciplined US Equity ETF 1.5 19 16 4.6 +0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 33 4.1 +0.1
ABEQ Absolute Select Value ETF 1.4 85 -50 4.5 +0.5
DIVS SmartETFs Dividend Builder ETF 1.4 65 -30 4.4 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.4 27 8 6.7 +2.7
UDI USCF Dividend Income Fund 1.4 65 -30 6.7 +2.7
ASLV Allspring Special Large Value ETF 1.4 35 0 5.2 +1.2
MDLV Morgan Dempsey Large Cap Value ETF 1.4 58 -23 5.8 +1.8
DIVL Madison Dividend Value ETF 1.4 65 -30 4.8 +0.8
MAVF Matrix Advisors Value ETF 1.4 75 -40 4.8 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -24 4.8 +0.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 6.6 +2.6
OALC OneAscent Large Cap Core ETF 1.4 86 -51 3.2 -0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 35 4.0 +0.0
VXF Vanguard Extended Market ETF 1.4 5 30 3.7 -0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 28 4.0 -0.0
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 17 4.6 +0.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -26 5.3 +1.3
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 25 4.3 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 24 4.0 +0.0
VOTE TCW Transform 500 ETF 1.4 5 30 4.0 -0.0
HDV iShares Core High Dividend ETF 1.4 8 27 30.2 +26.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 15 7.3 +3.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.4 49 -14 3.5 -0.5
IJH iShares Core S&P Mid-Cap ETF 1.4 5 30 6.0 +2.0
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -30 2.2 -1.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 32 6.0 +2.0
ILCG iShares Morningstar Growth ETF 1.4 4 31 2.9 -1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 5.9 +1.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 15 3.9 -0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 32 4.2 +0.3
APUE ActivePassive U.S. Equity ETF 1.4 45 -10 3.8 -0.2
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 7 8.6 +4.6
IWV iShares Russell 3000 ETF 1.4 20 15 3.9 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.4 80 -45 6.2 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 32 4.0 +0.0
VTI Vanguard Total Stock Market ETF 1.4 3 32 4.0 +0.0
VTHR Vanguard Russell 3000 ETF 1.4 7 28 4.0 +0.0
IVV iShares Core S&P 500 ETF 1.4 3 32 4.1 +0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 33 4.3 +0.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -20 4.1 +0.1
SPY SPDR S&P 500 ETF 1.4 9 26 4.0 +0.0
IWB iShares Russell 1000 ETF 1.4 15 20 4.0 +0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.4 29 6 6.7 +2.7
PJP Invesco Pharmaceuticals ETF 1.4 57 -22 7.2 +3.2
SCHD Schwab US Dividend Equity ETF 1.4 6 29 8.0 +4.0
DIVN Horizon Dividend Income ETF 1.4 70 -35 6.5 +2.5
VOO Vanguard S&P 500 ETF 1.4 3 32 4.1 +0.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.4 49 -14 6.1 +2.1
VONE Vanguard Russell 1000 ETF 1.4 7 28 4.1 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -40 4.8 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 1 5.5 +1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 26 4.2 +0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -1 4.0 +0.0
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 7 2.7 -1.3
LRND IQ U.S. Large Cap R&D Leaders ETF 1.3 14 21 3.7 -0.3
DFUS Dimensional U.S. Equity ETF 1.3 9 26 4.0 -0.0
IYY iShares Dow Jones U.S. ETF 1.3 20 15 4.0 -0.0
VV Vanguard Large-Cap ETF 1.3 4 31 4.0 -0.0
GXLC Global X U.S. 500 ETF 1.3 2 33 4.0 -0.0
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 32 4.0 -0.0
SMMD iShares Russell 2500 ETF 1.3 15 20 5.4 +1.4
IWC iShares Micro-Cap ETF 1.3 60 -25 -1.4 -5.3
STRV Strive 500 ETF 1.3 5 30 4.0 -0.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 6 7.1 +3.1
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 4.8 +0.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.3 18 17 5.5 +1.5
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -54 4.2 +0.2
CZAR Themes Natural Monopoly ETF 1.3 35 0 5.4 +1.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.3 17 18 4.6 +0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 23 3.3 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 17 3.8 -0.2
DXUV Dimensional US Vector Equity ETF 1.3 28 7 5.2 +1.2
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 -1 2.9 -1.1
SCHB Schwab U.S. Broad Market ETF 1.3 3 32 4.1 +0.1
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -8 3.4 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 15 4.1 +0.1
OEI Optimized Equity Income ETF 1.3 75 -40 3.5 -0.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.3 75 -40 4.0 +0.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.0 +2.0
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 13 4.0 +0.0
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 -30 3.2 -0.8
SCHK Schwab 1000 Index ETF 1.3 5 30 4.1 +0.1
STXG Strive 1000 Growth ETF 1.3 18 17 3.1 -0.9
VUG Vanguard Growth ETF 1.3 4 31 19.4 +15.4
DGT State Street SPDR Global Dow ETF 1.3 50 -15 5.5 +1.5
AVSU Avantis Responsible U.S. Equity ETF 1.3 15 20 4.8 +0.8
SCHX Schwab U.S. Large-Cap ETF 1.2 3 32 4.1 +0.2
AGQI First Trust Active Global Quality Income ETF 1.2 85 -50 6.3 +2.3
GPT Intelligent Alpha Atlas ETF 1.2 69 -34 6.0 +2.0
AIEQ AI Powered Equity ETF 1.2 75 -40 3.6 -0.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -50 5.0 +1.0
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 5.7 +1.7
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -30 6.8 +2.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.3 +2.3
IWL iShares Russell Top 200 ETF 1.2 15 20 3.8 -0.2
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.6 +1.7
RAUS RACWI US ETF 1.2 15 20 4.0 +0.0
VYM Vanguard High Dividend Yield Index ETF 1.2 6 29 6.0 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 23 4.8 +0.8
DFAU Dimensional US Core Equity Market ETF 1.2 12 23 4.2 +0.2
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 20 4.0 +0.0
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 9 2.7 -1.3
ILCV iShares Morningstar Value ETF 1.2 4 31 5.3 +1.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 29 7.0 +3.0
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 31 5.6 +1.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -25 6.1 +2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 10 7.7 +3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -45 5.5 +1.5
RGEF Rockefeller Global Equity ETF 1.2 55 -20 3.7 -0.3
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 25 3.6 -0.4
SFY SoFi Select 500 ETF 1.2 0 35 3.6 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.2 30 5 3.7 -0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 21 4.1 +0.1
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 2.8 -1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.5 +3.5
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -44 3.2 -0.8
WSML iShares MSCI World Small-Cap ETF 1.1 15 20 5.2 +1.3
BLES Inspire Global Hope ETF 1.1 61 -26 5.6 +1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 3.9 -0.1
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.4 +0.4
DCOR Dimensional US Core Equity 1 ETF 1.1 14 21 4.5 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -15 6.2 +2.3
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.5 -0.5
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -40 0.8 -3.2
USEW Cambria US EW ETF 1.1 30 5 4.1 +0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -14 6.9 +2.9
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 0 3.1 -0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 7.1 +3.1
SRHQ SRH U.S. Quality ETF 1.1 35 0 6.3 +2.3
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 -19 9.6 +5.6
AVUS Avantis U.S. Equity ETF 1.1 15 20 4.6 +0.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.1 20 15 4.1 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 26 4.3 +0.3
EPS WisdomTree U.S. LargeCap Fund 1.1 8 27 4.6 +0.6
MGC Vanguard Mega Cap ETF 1.1 7 28 3.8 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -14 8.0 +4.0
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 5 5.2 +1.2
IQM Franklin Intelligent Machines ETF 1.1 50 -15 0.9 -3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 -3 7.0 +3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 0 7.0 +3.0
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 31 3.0 -1.0
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 20 4.4 +0.4
DFVX Dimensional US Large Cap Vector ETF 1.0 22 13 5.2 +1.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -14 3.6 -0.4
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 20 5.3 +1.3
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -20 10.8 +6.8
VOOG Vanguard S&P 500 Growth ETF 1.0 7 28 17.7 +13.7
IVW iShares S&P 500 Growth ETF 1.0 18 17 2.8 -1.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 31 2.9 -1.1
TOK iShares MSCI Kokusai ETF 1.0 26 9 4.2 +0.2
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 10 7.9 +3.9
LRGF iShares U.S. Equity Factor ETF 1.0 8 27 4.5 +0.5
TMFC Motley Fool 100 Index ETF 1.0 50 -15 2.9 -1.1
IWN iShares Russell 2000 Value ETF 1.0 24 11 4.7 +0.7
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 4.9 +0.9
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.0 +3.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 14 2.7 -1.3
OSCV Opus Small Cap Value ETF 1.0 79 -44 6.0 +2.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 5 4.0 -0.0
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.1 +6.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 30 7.1 +3.1
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -35 9.8 +5.8
MGK Vanguard Mega Cap Growth ETF 1.0 7 28 16.2 +12.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 31 3.2 -0.8
AQLT iShares MSCI Global Quality Factor ETF 1.0 18 17 0.0 -4.0
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -14 4.8 +0.8
FNDB Schwab Fundamental US Broad Market Index ETF 0.9 25 10 6.1 +2.1
GEW Cambria Global EW ETF 0.9 29 6 5.3 +1.3
SFTY Horizon Managed Risk ETF 0.9 77 -42 3.4 -0.6
STOX Horizon Core Equity ETF 0.9 70 -35 3.5 -0.5
URTH iShares MSCI World ETF 0.9 24 11 4.2 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.9 7 28 4.3 +0.3
NUDV Nuveen ESG Dividend ETF 0.9 26 9 6.1 +2.1
ULVM VictoryShares US Value Momentum ETF 0.9 20 15 6.1 +2.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 4.4 +0.5
LOWV AB US Low Volatility Equity ETF 0.9 48 -13 4.3 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -24 1.7 -2.3
AVUQ Avantis U.S. Quality ETF 0.9 15 20 3.5 -0.5
FBOT Fidelity Disruptive Automation ETF 0.9 50 -15 2.7 -1.3
GURU Global X Guru Index ETF 0.9 75 -40 2.3 -1.7
IWF iShares Russell 1000 Growth ETF 0.9 19 16 13.7 +9.7
VONG Vanguard Russell 1000 Growth ETF 0.9 7 28 3.4 -0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.9 10 25 3.5 -0.5
RNIN Bushido Capital US SMID Cap Equity ETF 0.9 70 -35 10.6 +6.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.0 +1.0
FDLO Fidelity Low Volatility Factor ETF 0.9 15 20 4.8 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.9 12 23 4.3 +0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 16 5.0 +1.0
QTOP iShares Nasdaq Top 30 Stocks ETF 0.9 20 15 2.6 -1.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 10 6.1 +2.1
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 -3 3.8 -0.2
FFND Future Fund Active ETF 0.9 100 -65 4.3 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.9 8 27 4.3 +0.3
TAX Cambria Tax Aware ETF 0.9 49 -14 4.0 0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 10 5.5 +1.5
RCGE RockCreek Global Equality ETF 0.8 95 -60 6.1 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 -25 5.9 +1.9
ACWI iShares MSCI ACWI ETF 0.8 32 3 4.5 +0.5
VT Vanguard Total World Stock ETF 0.8 6 29 4.9 +0.9
OEF iShares S&P 100 ETF 0.8 20 15 3.7 -0.3
FFOG Franklin Focused Growth ETF 0.8 61 -26 1.4 -2.6
MFIG Motley Fool Innovative Growth Factor ETF 0.8 50 -15 2.6 -1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 26 4.7 +0.8
IBOT Vaneck Robotics ETF 0.8 47 -12 3.1 -0.9
VAMO Cambria Value & Momentum ETF 0.8 61 -26 5.3 +1.3
ITEQ BlueStar Israel Technology ETF 0.8 75 -40 1.0 -3.0
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -40 5.2 +1.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -25 4.3 +0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 7 5.4 +1.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 20 7.9 +3.9
DSI iShares MSCI KLD 400 Social ETF 0.8 25 10 4.0 +0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 7.9 +3.9
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -14 7.6 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 25 8.0 +4.0
CGDG Capital Group Dividend Growers ETF 0.7 47 -12 5.2 +1.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 -8 4.7 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 23 3.2 -0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 17 2.9 -1.1
ROE Astoria US Quality Kings ETF 0.7 49 -14 5.1 +1.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 6 5.4 +1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.6 +0.6
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 7 5.6 +1.7
ROUS Hartford Multifactor US Equity ETF 0.7 19 16 5.2 +1.2
DARP Grizzle Growth ETF 0.7 75 -40 1.5 -2.5
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -55 3.0 -1.0
EQL Alps Equal Sector Weight ETF 0.7 25 10 5.1 +1.1
YNOT Horizon Digital Frontier ETF 0.7 75 -40 2.3 -1.7
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -15 3.6 -0.4
JGRO JPMorgan Active Growth ETF 0.7 44 -9 2.3 -1.7
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 10 4.4 +0.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 7.7 +3.7
IWY iShares Russell Top 200 Growth ETF 0.7 20 15 3.4 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -40 3.0 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -45 3.6 -0.4
CGUS Capital Group Core Equity ETF 0.7 33 2 3.5 -0.5
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 -24 4.6 +0.6
PY Principal Value ETF 0.7 15 20 7.0 +3.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 -5 3.6 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 15 5.7 +1.7
FMDE Fidelity Enhanced Mid Cap ETF 0.6 23 12 5.3 +1.3
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -50 3.5 -0.5
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 23 6.5 +2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 25 4.1 +0.1
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 3.8 -0.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 8.9 +4.9
TTAC FCF US Quality ETF 0.6 59 -24 5.6 +1.6
FDMO Fidelity Momentum Factor ETF 0.6 15 20 2.3 -1.7
DIVB iShares Core Dividend ETF 0.6 5 30 6.8 +2.8
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 25 4.1 +0.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.6 59 -24 8.3 +4.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.2 +4.2
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 22 1.6 -2.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.5 45 -10 0.9 -3.1
EBI Longview Advantage ETF 0.5 35 0 5.8 +1.8
DUHP Dimensional US High Profitability ETF 0.5 21 14 5.1 +1.1
GLOF iShares Global Equity Factor ETF 0.5 20 15 5.4 +1.4
GK AdvisorShares Gerber Kawasaki ETF 0.5 75 -40 1.3 -2.7
FDWM Fidelity Women's Leadership ETF 0.5 59 -24 3.8 -0.2
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.3 +3.3
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 5.7 +1.7
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -24 2.0 -2.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -14 4.9 +0.9
SFGV Sequoia Global Value ETF 0.5 23 12 7.1 +3.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -38 10.1 +6.1
MOO VanEck Agribusiness ETF 0.5 53 -18 9.0 +5.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 -3 9.1 +5.1
FQAL Fidelity Quality Factor ETF 0.5 15 20 4.7 +0.7
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 17 4.2 +0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -25 6.4 +2.4
REVS Columbia Research Enhanced Value ETF 0.4 19 16 6.6 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 10 11.0 +7.0
JHDV John Hancock U.S. High Dividend ETF 0.4 34 1 5.7 +1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -25 9.2 +5.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 6.5 +2.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 -2 5.3 +1.3
RECS Columbia Research Enhanced Core ETF 0.4 15 20 5.2 +1.2
IOO iShares Global 100 ETF 0.4 41 -6 3.7 -0.3
QDF FlexShares Quality Dividend Index Fund 0.4 37 -2 5.2 +1.2
WTV WisdomTree US Value ETF 0.4 12 23 7.7 +3.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 0 4.8 +0.8
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 8.8 +4.8
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.7 +1.7
EQIN Columbia US Equity Income ETF 0.3 35 0 6.2 +2.2
VLUE iShares MSCI USA Value Factor ETF 0.3 15 20 5.8 +1.8
MEDX Horizon Kinetics Medical ETF 0.3 85 -50 1.5 -2.5
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.5 -0.5
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.4 +3.4
ISRA VanEck Israel ETF 0.3 59 -24 5.7 +1.7
FFF Founders 100 ETF 0.3 75 -40 2.3 -1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 7.6 +3.6
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.0 +3.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -12 7.7 +3.8
WSGE Warren Street Global Equity ETF 0.2 80 -45 2.8 -1.2
HELX Franklin Genomic Advancements ETF 0.2 50 -15 -1.4 -5.4
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -33 2.3 -1.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 10 7.1 +3.1
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 -15 4.1 +0.1
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -20 4.9 +0.9
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 4.9 +1.0
IBB iShares Biotechnology ETF 0.2 45 -10 -0.5 -4.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.3 -3.7
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 20 2.1 -1.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 8.5 +4.6
TEXN iShares Texas Equity ETF 0.1 20 15 4.8 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 17 5.0 +1.1
MFMO Motley Fool Momentum Factor ETF 0.1 50 -15 1.8 -2.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 17 3.2 -0.8
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 8.2 +4.3
MGMT Ballast Small/Mid Cap ETF 0.0 110 -75 7.4 +3.4
VEGN US Vegan Climate ETF 0.0 60 -25 3.1 -0.9

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.0 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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