SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 0.6% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 51.0x P/Sales
ratio		 2.3x
P/BV
ratio		 2.7x Div.
yield		 0.5%


  • 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) $264
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 68
Wgt avg mkt cap (mns) $19,485
Large cap (>$10bn) 31.3%
Mid cap ($2-10bn) 37.3%
Small cap (<$2bn) 31.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SHOCKWAVE MEDICAL, INC. 2.2 %
STAAR SURGICAL CO 2.2 %
INSPIRE MEDICAL SYSTEMS, INC. 2.0 %
GLAUKOS CORP 1.9 %
TANDEM DIABETES CARE INC 1.9 %
SILK ROAD MEDICAL, INC. 1.8 %
UFP TECHNOLOGIES INC 1.8 %
LANTHEUS HOLDINGS INC 1.7 %
HAEMONETICS CORP/MASS 1.7 %
PROCEPT BIOROBOTICS CORP. 1.7 %
Total 18.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.0 %
IRELAND 3.0 %
BRITAIN 2.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.4% -9.6% 1.1% 1.8% 5.1%

Market Correlations
versus... Beta R-squared
S&P500 1.05 59%
MSCI EAFE 1.09 59%
MSCI Emg. Mkts. 0.79 33%

Technical Indicators
Recent close $82.43
30d moving avg. $74.51
Annualized volatility 24.2%
Short interest (ETF) 7.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 72

Liquidity measures
Avg. volume (thou.) 24
Turnover 0.8%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $8,089

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 568 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™: 0.6%


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 37.8 40 -5 3.8 +3.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 30.4 68 -33 1.1 +0.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 29.6 40 -5 7.3 +6.7
FXH First Trust Health Care AlphaDEX Fund 23.1 62 -27 7.0 +6.4
PSCH Invesco S&P SmallCap Health Care ETF 20.2 29 6 5.8 +5.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 20.0 65 -30 -1.1 -1.8
PINK Simplify Health Care ETF 18.1 50 -15 3.3 +2.7
FDHT Fidelity Digital Health ETF 17.2 39 -4 -2.4 -3.0
BMED Future Health ETF 17.0 85 -50 0.2 -0.4
IYH iShares U.S. Healthcare ETF 16.8 40 -5 6.2 +5.6
FHLC Fidelity MSCI Health Care Index ETF 16.7 8 27 5.9 +5.2
VHT Vanguard Health Care ETF 16.7 10 25 5.7 +5.1
MEDI Harbor Health Care ETF 16.6 80 -45 0.9 +0.3
XLV Health Care Select Sector SPDR Fund 16.0 9 26 7.1 +6.5
GDOC Goldman Sachs Future Health Care Equity ETF 15.2 75 -40 3.2 +2.5
AGNG Global X Aging Population ETF 14.2 50 -15 4.1 +3.5
IXJ iShares Global Healthcare ETF 13.3 42 -7 6.1 +5.5
BTEC Principal Healthcare Innovators ETF 10.7 42 -7 -5.1 -5.8
ANEW ProShares MSCI Transformational Changes ETF 10.1 45 -10 3.3 +2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 9.5 20 15 -7.7 -8.4
HART IQ Healthy Hearts ETF 9.1 45 -10 5.3 +4.7
EDOC Global X Telemedicine & Digital Health ETF Registered 8.6 68 -33 -5.4 -6.1
TMFS Motley Fool Small-Cap Growth ETF 8.5 85 -50 3.5 +2.9
DTEC ALPS Disruptive Technologies ETF 7.9 50 -15 3.2 +2.6
RUNN Running Oak Efficient Growth ETF 7.9 58 -23 4.8 +4.2
CSMD Congress SMid Growth ETF 7.4 69 -34 4.2 +3.5
NBDS Neuberger Berman Disrupters ETF 6.9 55 -20 1.9 +1.3
SANE Subversive Mental Health ETF 6.7 75 -40 0.0 -0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.2 60 -25 5.6 +4.9
HKND Humankind US Stock ETF 6.1 11 24 6.9 +6.3
IWP iShares Russell Mid-Cap Growth ETF 5.9 23 12 3.8 +3.2
FFTY Innovator IBD 50 ETF 5.9 80 -45 0.1 -0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.9 15 20 4.7 +4.1
CATH Global X S&P 500 Catholic Values Custom ETF 5.9 29 6 5.1 +4.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.6 20 15 5.4 +4.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.6 60 -25 -3.5 -4.2
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.6 60 -25 3.8 +3.2
CHGX AXS Change Finance ESG ETF 5.6 49 -14 5.0 +4.4
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -65 4.4 +3.7
TMFM Motley Fool Mid-Cap Growth ETF 5.3 85 -50 3.3 +2.7
SNPV Xtrackers S&P 500 Value ESG ETF 5.1 15 20 6.8 +6.2
BIBL Inspire 100 ETF 5.1 35 0 4.8 +4.2
ROBO ROBO Global Robotics & Automation Index ETF 5.0 95 -60 2.8 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 4.9 6 29 4.2 +3.6
CAML Congress Large Cap Growth ETF 4.9 66 -31 3.4 +2.8
DIP BTD Capital Fund 4.9 129 -94 4.9 +4.3
IQM Franklin Intelligent Machines ETF 4.8 50 -15 3.0 +2.4
GINN Goldman Sachs Innovate Equity ETF 4.7 52 -17 2.7 +2.0
ISCG iShares Morningstar Small-Cap Growth ETF 4.6 6 29 2.4 +1.8
PRAY FIS Christian Stock Fund 4.6 69 -34 5.9 +5.2
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 6.5 +5.9
FLV American Century Focused Large Cap Value ETF 4.5 42 -7 6.5 +5.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.5 95 -60 1.7 +1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.5 38 -3 6.7 +6.1
VOT Vanguard Mid-Cap Growth ETF 4.5 7 28 4.1 +3.5
SPMV Invesco S&P 500 Minimum Variance ETF 4.4 10 25 5.6 +5.0
QQQN VictoryShares Nasdaq Next 50 ETF 4.4 18 17 4.5 +3.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 6.0 +5.4
HLGE Hartford Longevity Economy ETF 4.3 44 -9 6.5 +5.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.3 10 25 5.4 +4.8
PSC Principal U.S. Small-Cap ETF 4.3 38 -3 6.5 +5.9
IWX iShares Russell Top 200 Value ETF 4.3 20 15 6.5 +5.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 0 4.8 +4.1
ETHO Etho Climate Leadership U.S. ETF 4.2 47 -12 4.0 +3.4
HLAL Wahed FTSE USA Shariah ETF 4.2 50 -15 4.9 +4.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.2 45 -10 4.6 +4.0
BKWO BNY Mellon Women's Opportunities ETF 4.1 50 -15 3.8 +3.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -23 4.8 +4.1
CGDV Capital Group Dividend Value ETF 4.0 33 2 5.7 +5.1
JOET Virtus Terranova US Quality Momentum ETF 3.9 29 6 5.2 +4.5
PSET Principal Quality ETF 3.9 15 20 5.6 +5.0
IBRN iShares Neuroscience and Healthcare ETF 3.9 47 -12 -4.9 -5.5
VBK Vanguard Small-Cap Growth ETF 3.8 7 28 1.4 +0.8
BTHM BlackRock Future U.S. Themes ETF 3.8 60 -25 4.2 +3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.8 20 15 6.4 +5.7
IVE iShares S&P 500 Value ETF 3.8 18 17 6.6 +6.0
VO Vanguard Mid-Cap ETF 3.8 4 31 5.8 +5.2
SPYV SPDR Portfolio S&P 500 Value ETF 3.8 4 31 6.7 +6.1
VTWG Vanguard Russell 2000 Growth ETF 3.8 15 20 1.7 +1.1
IWO iShares Russell 2000 Growth ETF 3.7 24 11 1.4 +0.8
VOOV Vanguard S&P 500 Value ETF 3.7 10 25 5.6 +4.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 5.0 +4.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.7 58 -23 5.4 +4.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.7 52 -17 5.4 +4.8
IUSV iShares Core S&P US Value ETF 3.7 4 31 6.8 +6.2
ULVM VictoryShares US Value Momentum ETF 3.7 20 15 7.4 +6.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 6.0 +5.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.7 40 -5 5.9 +5.3
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 0 6.1 +5.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.7 9 26 5.6 +5.0
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 15 6.2 +5.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 10 5.8 +5.2
SPLV Invesco S&P 500 Low Volatility ETF 3.6 25 10 5.7 +5.1
SLYG SPDR S&P 600 Small Cap Growth ETF 3.6 15 20 7.0 +6.4
SMCP AlphaMark Actively Managed Small Cap ETF 3.6 90 -55 6.8 +6.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.6 60 -25 5.4 +4.7
IJT iShares S&P Small-Cap 600 Growth ETF 3.6 18 17 7.0 +6.3
SPHQ Invesco S&P 500 Quality ETF 3.6 15 20 5.3 +4.7
IMCB iShares Morningstar Mid-Cap ETF 3.5 4 31 6.1 +5.5
XSMO Invesco S&P SmallCap Momentum ETF 3.5 39 -4 7.7 +7.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.5 9 26 6.0 +5.3
BOTZ Global X Robotics & Artificial Intelligence ETF 3.5 69 -34 2.3 +1.6
SMOT VanEck Morningstar SMID Moat ETF 3.5 49 -14 6.3 +5.7
VIG Vanguard Dividend Appreciation ETF 3.4 6 29 5.8 +5.2
SQLV Royce Quant Small-Cap Quality Value ETF 3.4 60 -25 9.0 +8.3
IWD iShares Russell 1000 Value ETF 3.4 19 16 6.6 +5.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.3 10 25 4.8 +4.1
JAVA JPMorgan Active Value ETF 3.3 44 -9 6.3 +5.7
FLLV Franklin U.S. Low Volatility ETF 3.3 29 6 5.9 +5.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.3 30 5 7.6 +7.0
VONV Vanguard Russell 1000 Value ETF 3.3 8 27 6.7 +6.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.3 35 0 7.1 +6.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.2 70 -35 1.8 +1.2
CBSE Clough Select Equity ETF 3.2 85 -50 -2.3 -2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 20 7.0 +6.4
VOE Vanguard Mid-Cap Value ETF 3.2 7 28 7.4 +6.8
JSML Janus Henderson Small Cap Growth Alpha ETF 3.2 30 5 9.2 +8.6
MOAT VanEck Morningstar Wide Moat ETF 3.2 46 -11 6.2 +5.6
MOTG VanEck Morningstar Global Wide Moat ETF 3.2 52 -17 5.7 +5.1
KOMP SPDR S&P Kensho New Economies Composite ETF 3.2 20 15 2.1 +1.4
GDEF Goldman Sachs Defensive Equity ETF 3.2 55 -20 4.4 +3.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.2 65 -30 3.7 +3.1
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.2 106 -71 2.9 +2.3
OALC OneAscent Large Cap Core ETF 3.2 86 -51 5.8 +5.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -24 2.8 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.2 14 21 5.3 +4.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 64 -29 2.0 +1.4
PRNT 3D Printing ETF 3.2 66 -31 -4.0 -4.6
DFLV Dimensional US Large Cap Value ETF 3.2 22 13 7.8 +7.2
SSLY Syntax Stratified SmallCap ETF 3.2 40 -5 7.4 +6.8
INNO Harbor Disruptive Innovation ETF 3.1 75 -40 -3.5 -4.1
CGUS Capital Group Core Equity ETF 3.1 33 2 4.6 +4.0
SIZE iShares MSCI USA Size Factor ETF 3.1 15 20 6.0 +5.3
LRGE ClearBridge Large Cap Growth ESG ETF 3.1 59 -24 3.3 +2.7
CZA Invesco Zacks Mid-Cap ETF 3.1 72 -37 6.3 +5.7
ROSC Hartford Multifactor Small Cap ETF 3.1 34 1 10.1 +9.5
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 31 6.7 +6.1
LVOL American Century Low Volatility ETF 3.1 29 6 5.2 +4.6
PZLD Puzzle Divdend Leaders 3.1 0 35 7.5 +6.9
DIVL Madison Dividend Value ETF 3.1 65 -30 6.1 +5.5
KRMA Global X Conscious Companies ETF 3.1 43 -8 5.7 +5.1
STXK Strive Small-Cap ETF 3.1 18 17 5.5 +4.8
BKSE BNY Mellon US Small Cap Core Equity ETF 3.1 4 31 5.7 +5.1
IPDP Dividend Performers ETF 3.0 122 -87 4.8 +4.2
CWS AdvisorShares Focused Equity ETF 3.0 84 -49 4.8 +4.2
SPHB Invesco S&P 500 High Beta ETF 3.0 25 10 4.9 +4.3
FTCS First Trust Capital Strength ETF 3.0 55 -20 5.6 +5.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 26 5.2 +4.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.0 71 -36 0.9 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 26 6.1 +5.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.0 17 18 5.4 +4.8
IWR iShares Russell Midcap ETF 3.0 19 16 5.7 +5.0
STXD Strive 1000 Dividend Growth ETF 3.0 35 0 5.5 +4.8
ISCB iShares Morningstar Small-Cap ETF 2.9 4 31 5.3 +4.7
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 26 5.0 +4.4
SFYX SoFi Next 500 ETF 2.8 0 35 5.6 +4.9
TMFX Motley Fool Next Index ETF 2.8 50 -15 3.4 +2.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.8 32 3 5.2 +4.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.8 12 23 7.7 +7.1
FDWM Fidelity Women's Leadership ETF 2.8 59 -24 4.7 +4.1
STXG Strive 1000 Growth ETF 2.8 18 17 4.2 +3.5
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -54 4.8 +4.1
MOTE VanEck Morningstar ESG Moat ETF 2.8 49 -14 5.1 +4.5
MGV Vanguard Mega Cap Value ETF 2.8 7 28 6.8 +6.2
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 20 3.7 +3.1
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 22 7.2 +6.6
IJR iShares Core S&P Small Cap ETF 2.8 6 29 8.1 +7.5
XVV iShares ESG Screened S&P 500 ETF 2.8 8 27 5.1 +4.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.8 3 32 8.2 +7.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 -15 4.7 +4.0
SMDY Syntax Stratified MidCap ETF 2.7 35 0 6.3 +5.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.7 15 20 6.4 +5.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 15 20 6.9 +6.3
ACVF American Conservative Values ETF 2.7 75 -40 4.4 +3.7
SHE SPDR MSCI USA Gender Diversity ETF 2.7 20 15 4.9 +4.3
SDY SPDR S&P Dividend ETF 2.7 35 0 6.3 +5.6
MAGA Point Bridge America First ETF 2.7 72 -37 6.3 +5.7
SPXE ProShares S&P 500 Ex-Energy ETF 2.7 9 26 5.2 +4.6
ILCV iShares Morningstar Value ETF 2.7 4 31 6.7 +6.0
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 21 6.2 +5.6
RECS Columbia Research Enhanced Core ETF 2.6 15 20 5.6 +4.9
PFM Invesco Dividend Achievers ETF 2.6 53 -18 5.7 +5.1
NUSC Nuveen ESG Small-Cap ETF 2.6 31 4 5.1 +4.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 20 7.4 +6.8
ITAN Sparkline Intangible Value ETF 2.6 50 -15 6.1 +5.5
ESIX SPDR S&P SmallCap 600 ESG ETF 2.6 12 23 7.7 +7.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.6 10 25 4.8 +4.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.6 20 15 5.0 +4.4
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 25 5.1 +4.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.6 50 -15 7.9 +7.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.6 20 15 5.0 +4.4
DFUV Dimensional US Marketwide Value ETF 2.6 22 13 7.6 +7.0
FUNL CornerCap Fundametrics Large-Cap ETF 2.6 50 -15 6.9 +6.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 25 7.7 +7.1
VTV Vanguard Value ETF 2.5 4 31 7.0 +6.4
REVS Columbia Research Enhanced Value ETF 2.5 19 16 7.7 +7.1
IVV iShares Core S&P 500 ETF 2.5 3 32 5.2 +4.6
SPY SPDR S&P 500 ETF Trust 2.5 9 26 5.2 +4.5
VOO Vanguard S&P 500 ETF 2.5 3 32 5.3 +4.6
SIXL ETC 6 Meridian Low Beta Equity ETF 2.5 80 -45 5.1 +4.5
SPLG SPDR Portfolio S&P 500 ETF 2.5 2 33 5.2 +4.6
BFOR ALPS Barron's 400 ETF 2.5 65 -30 6.5 +5.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.5 15 20 6.3 +5.6
VOTE TCW Transform 500 ETF 2.5 5 30 5.2 +4.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.5 11 24 5.1 +4.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.7 +4.1
AFSM First Trust Active Factor Small Cap ETF 2.5 75 -40 7.6 +6.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5 3 32 5.4 +4.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.5 60 -25 1.2 +0.5
IWM iShares Russell 2000 ETF 2.5 19 16 3.6 +2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.5 7 28 5.2 +4.5
QGRW WisdomTree U.S. Quality Growth Fund 2.5 28 7 4.6 +3.9
BKLC BNY Mellon US Large Cap Core Equity ETF 2.5 0 35 5.2 +4.6
VTWO Vanguard Russell 2000 ETF 2.5 10 25 3.8 +3.2
JHML John Hancock Multifactor Large Cap ETF 2.5 29 6 5.6 +4.9
STRV Strive 500 ETF 2.4 5 30 5.1 +4.5
VV Vanguard Large-Cap ETF 2.4 4 31 5.2 +4.5
SCHA Schwab U.S. Small-Cap ETF 2.4 4 31 4.9 +4.2
IWV iShares Russell 3000 ETF 2.4 20 15 5.0 +4.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 5.2 +4.6
RNMC First Trust Mid Cap US Equity Select ETF 2.4 60 -25 7.8 +7.2
IWB iShares Russell 1000 ETF 2.4 15 20 5.1 +4.5
DFUS Dimensional U.S. Equity ETF 2.4 9 26 5.1 +4.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.4 3 32 5.1 +4.5
DGRO iShares Core Dividend Growth ETF 2.4 8 27 6.5 +5.9
MDY SPDR S&P Midcap 400 ETF Trust 2.4 23 12 6.7 +6.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.4 15 20 7.5 +6.9
ADME Aptus Drawdown Managed Equity ETF 2.4 79 -44 4.3 +3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 15 20 8.6 +8.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.4 39 -4 4.5 +3.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 15 6.0 +5.3
IYY iShares Dow Jones U.S. ETF 2.4 20 15 5.0 +4.4
VTI Vanguard Total Stock Market ETF 2.4 3 32 5.0 +4.4
PBUS Invesco MSCI USA ETF 2.4 4 31 5.2 +4.6
VTHR Vanguard Russell 3000 ETF 2.4 10 25 5.0 +4.4
VONE Vanguard Russell 1000 ETF 2.4 8 27 5.2 +4.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 18 5.8 +5.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.4 15 20 5.8 +5.2
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 23 6.8 +6.2
FSMD Fidelity Small-Mid Multifactor ETF 2.4 15 20 7.6 +7.0
VUG Vanguard Growth ETF 2.4 4 31 4.2 +3.6
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.6 +6.0
ILCB iShares Morningstar U.S. Equity ETF 2.4 3 32 5.2 +4.6
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -7 6.2 +5.5
IJH iShares Core S&P Mid-Cap ETF 2.4 5 30 6.9 +6.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.4 3 32 6.9 +6.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -30 3.8 +3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 2.3 18 17 8.2 +7.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.3 15 20 8.2 +7.6
SCHB Schwab U.S. Broad Market ETF 2.3 3 32 5.2 +4.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 28 5.7 +5.1
SCHX Schwab U.S. Large-Cap ETF 2.3 3 32 5.2 +4.6
SMLF iShares U.S. SmallCap Equity Factor ETF 2.3 15 20 5.8 +5.1
SCHK Schwab 1000 Index ETF 2.3 5 30 5.2 +4.6
IVOO Vanguard S&P Mid-Cap 400 ETF 2.3 10 25 6.9 +6.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.3 9 26 3.9 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.3 25 10 8.8 +8.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.2 +4.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.6 +4.0
IWL iShares Russell Top 200 ETF 2.3 15 20 5.0 +4.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 6.0 +5.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.3 35 0 5.4 +4.8
SUSA iShares MSCI USA ESG Select ETF 2.2 25 10 5.3 +4.7
FVD First Trust Value Line Dividend Index Fund 2.2 65 -30 6.0 +5.4
GRPM Invesco S&P MidCap 400 GARP ETF 2.2 35 0 9.9 +9.3
TMFG Motley Fool Global Opportunities ETF 2.2 85 -50 3.2 +2.6
NULG Nuveen ESG Large-Cap Growth ETF 2.2 26 9 4.3 +3.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 20 4.9 +4.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -14 4.9 +4.3
RVRB Reverb ETF 2.2 30 5 4.9 +4.3
MGC Vanguard Mega Cap ETF 2.2 7 28 5.0 +4.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.2 12 23 5.5 +4.9
NULC Nuveen ESG Large-Cap ETF 2.2 21 14 5.5 +4.8
IWC iShares Micro-Cap ETF 2.2 60 -25 -4.3 -4.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 29 8.0 +7.3
NUMV Nuveen ESG Mid-Cap Value ETF 2.1 31 4 7.4 +6.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 20 8.2 +7.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 20 5.4 +4.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 6.2 +5.5
CGGR Capital Group Growth ETF 2.1 39 -4 3.4 +2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 6 7.3 +6.7
DFAS Dimensional U.S. Small Cap ETF 2.1 26 9 6.0 +5.3
ILCG iShares Morningstar Growth ETF 2.1 4 31 4.0 +3.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 5 8.0 +7.4
RNSC Furst Trust Small Cap US Equity Select ETF 2.1 60 -25 8.4 +7.7
EGUS iShares ESG Aware MSCI USA Growth ETF 2.1 18 17 4.3 +3.6
SFY SoFi Select 500 ETF 2.1 0 35 5.1 +4.5
CSD Invesco S&P Spin-Off ETF 2.1 65 -30 7.9 +7.2
VB Vanguard Small-Cap ETF 2.0 5 30 5.4 +4.7
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 25 5.2 +4.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.0 18 17 7.6 +7.0
DFAU Dimensional US Core Equity Market ETF 2.0 12 23 5.3 +4.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.6 +5.0
KLDW Knowledge Leaders Developed World ETF 2.0 75 -40 4.9 +4.2
NULV Nuveen ESG Large-Cap Value ETF 2.0 26 9 7.2 +6.5
FDMO Fidelity Momentum Factor ETF 2.0 15 20 3.7 +3.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -30 1.6 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -24 5.6 +4.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 11 7.8 +7.1
QQQM Invesco NASDAQ 100 ETF 2.0 15 20 4.6 +4.0
QQQ Invesco QQQ Trust Series I 2.0 20 15 4.6 +3.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 7.4 +6.8
CACG ClearBridge All Cap Growth ESG ETF 2.0 54 -19 3.4 +2.7
NANC Unusual Whales Subversive Democratic Trading ETF 2.0 75 -40 3.7 +3.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 23 5.0 +4.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 20 7.1 +6.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 26 5.8 +5.2
PDP Invesco Dorsey Wright Momentum ETF 1.9 62 -27 3.6 +3.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.9 20 15 6.7 +6.0
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 20 5.2 +4.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.9 60 -25 6.7 +6.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 -26 7.1 +6.5
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 17 5.6 +5.0
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.9 +4.3
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -30 4.5 +3.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.9 35 0 5.7 +5.0
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 17 9.3 +8.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.9 15 20 9.3 +8.7
LRGF iShares U.S. Equity Factor ETF 1.9 8 27 5.8 +5.1
DGT SPDR Global Dow ETF 1.9 50 -15 6.6 +6.0
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.7 +6.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.9 42 -7 5.1 +4.4
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.5 +5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.4 +4.8
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 15 4.7 +4.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.6 +5.0
TOK iShares MSCI Kokusai ETF 1.8 26 9 5.2 +4.6
SPMO Invesco S&P 500 Momentum ETF 1.8 13 22 3.7 +3.1
RAFE PIMCO RAFI ESG U.S. ETF 1.8 29 6 7.2 +6.5
DEUS Xtrackers Russell US Multifactor ETF 1.8 17 18 7.1 +6.4
BLES Inspire Global Hope ETF 1.8 61 -26 6.3 +5.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 7 6.2 +5.5
ROUS Hartford Multifactor US Equity ETF 1.8 19 16 6.4 +5.8
FPX First Trust US Equity Opportunities ETF 1.8 61 -26 0.6 -0.0
PY Principal Value ETF 1.8 15 20 7.5 +6.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 15 20 7.6 +7.0
IWS iShares Russell Mid-Cap Value ETF 1.7 23 12 6.6 +6.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 23 4.4 +3.8
FDLO Fidelity Low Volatility Factor ETF 1.7 15 20 5.5 +4.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -35 5.0 +4.4
MGK Vanguard Mega Cap Growth ETF 1.7 7 28 4.3 +3.7
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 17 6.7 +6.0
VXF Vanguard Extended Market ETF 1.7 6 29 3.9 +3.3
URTH iShares MSCI World ETF 1.7 24 11 5.3 +4.7
GVIP Goldman Sachs Hedge Industry VIP ETF 1.7 45 -10 4.6 +4.0
AIEQ AI Powered Equity ETF 1.7 75 -40 6.1 +5.4
ARB AltShares Merger Arbitrage ETF 1.7 77 -42 -0.2 -0.8
TPSC Timothy Plan US Small Cap Core ETF 1.7 52 -17 7.6 +7.0
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -46 2.8 +2.2
JFWD Jacob Forward ETF 1.7 75 -40 0.0 -0.6
CVAR Cultivar ETF 1.7 87 -52 6.9 +6.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.7 24 11 8.0 +7.3
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.3 +4.6
IWF iShares Russell 1000 Growth ETF 1.7 19 16 4.6 +4.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 5.4 +4.8
GERM ETFMG Treatments Testing and Advancements ETF 1.7 68 -33 -6.4 -7.1
QGRO American Century U.S. Quality Growth ETF 1.6 29 6 5.8 +5.1
VONG Vanguard Russell 1000 Growth ETF 1.6 8 27 4.8 +4.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.6 75 -40 3.7 +3.1
FTGS First Trust Growth Strength ETF 1.6 60 -25 6.4 +5.8
SNSR Global X Internet of Things ETF 1.6 68 -33 4.3 +3.7
VNSE Natixis Vaughan Nelson Select ETF 1.6 80 -45 3.2 +2.6
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 -4 7.3 +6.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 31 6.1 +5.5
JGRO JPMorgan Active Growth ETF 1.6 44 -9 3.4 +2.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.6 40 -5 6.0 +5.3
VIRS Pacer BioThreat Strategy ETF 1.6 70 -35 5.9 +5.3
PZLG Puzzle Mature Growth 1.6 0 35 4.2 +3.5
FDG American Century Focused Dynamic Growth ETF 1.6 45 -10 2.6 +2.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.6 40 -5 4.1 +3.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.6 75 -40 1.6 +0.9
IBOT Vaneck Robotics ETF 1.6 47 -12 3.6 +3.0
GGRW Gabelli Growth Innovators ETF 1.6 90 -55 2.2 +1.6
IGPT Invesco AI and Next Gen Software ETF 1.6 60 -25 3.7 +3.1
LOUP Innovator Deepwater Frontier Tech ETF 1.6 70 -35 2.3 +1.6
HDUS Hartford Disciplined US Equity ETF 1.6 19 16 6.2 +5.5
ABEQ Absolute Select Value ETF 1.6 85 -50 4.7 +4.0
LCF Touchstone US Large Cap Focused ETF 1.6 69 -34 4.5 +3.8
DURA VanEck Durable High Dividend ETF 1.6 29 6 7.3 +6.7
UDI USCF Dividend Income Fund 1.6 65 -30 7.4 +6.8
DIVZ TrueShares Low Volatility Equity Income ETF 1.6 65 -30 8.5 +7.9
DIVS SmartETFs Dividend Builder ETF 1.6 65 -30 4.7 +4.0
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 8.6 +8.0
GDVD R3 Global Dividend Growth ETF 1.6 88 -53 5.8 +5.1
HDV iShares Core High Dividend ETF 1.6 8 27 8.1 +7.5
AGQI First Trust Active Global Quality Income ETF 1.6 85 -50 5.8 +5.1
DVND Touchstone Dividend Select ETF 1.6 67 -32 6.4 +5.7
SMDV ProShares Russell 2000 Dividend Growers ETF 1.6 40 -5 7.2 +6.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.6 29 6 6.3 +5.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 15 7.1 +6.5
IUS Invesco RAFI Strategic US ETF 1.6 19 16 7.2 +6.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 31 4.2 +3.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -13 5.6 +4.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 15 5.5 +4.9
EZM WisdomTree U.S. MidCap Fund 1.6 38 -3 8.1 +7.5
AFMC First Trust Active Factor Mid Cap ETF 1.6 65 -30 7.5 +6.8
VLU SPDR S&P 1500 Value Tilt ETF 1.6 12 23 7.1 +6.5
DSI iShares MSCI KLD 400 Social ETF 1.5 25 10 5.1 +4.4
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 14 3.8 +3.2
DEMZ Democratic Large Cap Core ETF 1.5 45 -10 4.2 +3.5
ISMD Inspire Small/Mid Cap ETF 1.5 54 -19 6.0 +5.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 16 6.5 +5.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.5 42 -7 7.5 +6.9
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 15 8.7 +8.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 0 7.6 +6.9
NTZG Nuveen Global Net Zero Transition ETF 1.5 56 -21 4.9 +4.2
ACWI iShares MSCI ACWI ETF 1.5 32 3 5.4 +4.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 26 5.7 +5.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.5 31 4 3.7 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 26 5.0 +4.3
EQUL IQ Engender Equality ETF 1.5 45 -10 6.8 +6.2
CANC Tema Oncology ETF 1.5 75 -40 -4.3 -5.0
USMC Principal U.S. Mega-Cap ETF 1.5 12 23 4.9 +4.3
FDIV MarketDesk Focused U.S. Dividend ETF 1.5 35 0 8.8 +8.2
PJP Invesco Pharmaceuticals ETF 1.5 57 -22 7.4 +6.7
PWV Invesco Large Cap Value ETF 1.5 55 -20 7.6 +7.0
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 23 5.7 +5.1
VT Vanguard Total World Stock ETF 1.5 7 28 5.8 +5.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -25 6.0 +5.4
AVUS Avantis U.S. Equity ETF 1.5 15 20 6.0 +5.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -15 4.7 +4.1
VOOG Vanguard S&P 500 Growth ETF 1.5 10 25 5.4 +4.7
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 31 4.6 +3.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -25 7.0 +6.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.5 49 -14 4.7 +4.1
EVX VanEck Environmental Services ETF 1.4 55 -20 3.0 +2.3
FIW First Trust Water ETF 1.4 53 -18 4.5 +3.8
PAWZ ProShares Pet Care ETF 1.4 50 -15 3.9 +3.3
TOLL Tema Monopolies and Oligopolies ETF 1.4 75 -40 2.6 +1.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 10 7.1 +6.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.4 25 10 7.1 +6.5
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 31 6.3 +5.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -50 1.9 +1.3
GURU Global X Guru Index ETF 1.4 75 -40 2.5 +1.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -14 5.7 +5.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.4 55 -20 3.9 +3.3
STXV Strive 1000 Value ETF 1.4 18 17 7.8 +7.2
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 0 8.8 +8.1
EPS WisdomTree U.S. LargeCap Fund 1.4 8 27 6.2 +5.6
WRND IQ Global Equity R&D Leaders ETF 1.4 18 17 7.1 +6.5
IVW iShares S&P 500 Growth ETF 1.4 18 17 4.4 +3.8
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 31 4.5 +3.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 10 6.8 +6.2
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -14 6.0 +5.3
TMFC Motley Fool 100 Index ETF 1.4 50 -15 3.9 +3.3
DFSV Dimensional US Small Cap Value ETF 1.4 31 4 8.8 +8.2
JHDV John Hancock U.S. High Dividend ETF 1.3 34 1 6.5 +5.8
FBCG Fidelity Blue Chip Growth ETF 1.3 59 -24 2.5 +1.8
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.5 +3.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 5.1 +4.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.3 15 20 7.3 +6.6
QUS SPDR MSCI USA StrategicFactors ETF 1.3 15 20 6.0 +5.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.3 30 5 9.1 +8.5
FMIL Fidelity New Millennium ETF 1.3 59 -24 4.3 +3.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.2 45 -10 1.3 +0.7
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -40 5.2 +4.6
IWN iShares Russell 2000 Value ETF 1.2 24 11 5.6 +4.9
VTWV Vanguard Russell 2000 Value ETF 1.2 15 20 5.8 +5.1
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 13 5.2 +4.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -45 5.7 +5.0
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 5.1 +4.4
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -15 3.6 +2.9
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.6 +6.0
KRUZ Unusual Whales Subversive Republican Trading ETF 1.2 75 -40 4.9 +4.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 23 7.3 +6.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 25 5.1 +4.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.2 28 7 6.2 +5.6
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 29 8.1 +7.5
MGMT Ballast Small/Mid Cap ETF 1.2 110 -75 7.7 +7.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -25 4.0 +3.4
EES WisdomTree U.S. SmallCap Fund 1.1 38 -3 10.2 +9.6
USMV iShares MSCI USA Min Vol Factor ETF 1.1 15 20 6.1 +5.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 23 4.8 +4.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 -12 0.6 -0.0
FITE SPDR S&P Kensho Future Security ETF 1.1 45 -10 3.0 +2.3
XDAT Franklin Exponential Data ETF 1.1 50 -15 2.8 +2.2
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 7 8.2 +7.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 6.2 +5.5
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 7 6.5 +5.9
GVLU Gotham 1000 Value ETF 1.1 50 -15 7.4 +6.8
GSPY Gotham Enhanced 500 ETF 1.1 50 -15 5.2 +4.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -24 8.4 +7.8
SIXS ETC 6 Meridian Small Cap Equity ETF 1.0 89 -54 9.0 +8.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 -3 8.4 +7.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 0 8.4 +7.7
IWY iShares Russell Top 200 Growth ETF 1.0 20 15 4.8 +4.1
OEF iShares S&P 100 ETF 1.0 20 15 4.9 +4.3
WCEO Hypatia Women CEO ETF 1.0 85 -50 5.1 +4.5
PEXL Pacer US Export Leaders ETF 1.0 60 -25 5.1 +4.4
JEPI JPMorgan Equity Premium Income ETF 1.0 35 0 5.2 +4.6
SMMD iShares Russell 2500 ETF 1.0 15 20 6.0 +5.3
ROE Astoria US Quality Kings ETF 1.0 49 -14 8.1 +7.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 9.4 +8.7
AUSF Global X Adaptive U.S. Factor ETF 0.9 27 8 9.0 +8.3
VERS ProShares Metaverse ETF 0.9 58 -23 -8.1 -8.8
AFLG First Trust Active Factor Large Cap ETF 0.9 55 -20 6.1 +5.5
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 5 6.0 +5.4
IVEG iShares Emergent Food and AgTech Multisector ETF 0.9 47 -12 8.2 +7.6
FQAL Fidelity Quality Factor ETF 0.9 15 20 5.9 +5.2
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 10 5.4 +4.8
VYM Vanguard High Dividend Yield Index ETF 0.9 6 29 7.4 +6.7
BGIG Bahl & Gaynor Income Growth ETF 0.9 45 -10 5.3 +4.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.9 80 -45 6.5 +5.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 -24 11.0 +10.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 73 -38 11.7 +11.1
MVPS Amplify Thematic All-Stars ETF 0.8 49 -14 1.6 +1.0
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 23 8.3 +7.7
QLC FlexShares US Quality Large Cap Index Fund 0.8 25 10 5.5 +4.9
SQEW LeaderShares Equity Skew ETF 0.8 81 -46 6.0 +5.4
GLOF iShares Global Equity Factor ETF 0.8 20 15 7.0 +6.4
XLG Invesco S&P 500 Top 50 ETF 0.8 20 15 4.6 +4.0
IOO iShares Global 100 ETF 0.8 41 -6 4.7 +4.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 10 6.0 +5.4
SPGP Invesco S&P 500 GARP ETF 0.8 34 1 8.5 +7.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 15 8.0 +7.3
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 -4 7.8 +7.2
VBR Vanguard Small Cap Value ETF 0.7 7 28 8.2 +7.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 8.6 +8.0
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.7 75 -40 1.5 +0.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 6.7 +6.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -24 8.2 +7.6
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 22 2.7 +2.1
AIQ Global X Artificial Intelligence & Technology ETF 0.7 68 -33 4.1 +3.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 -25 7.9 +7.2
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 5.4 +4.8
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -32 9.2 +8.6
MOO VanEck Agribusiness ETF 0.6 53 -18 9.4 +8.7
XT iShares Exponential Technologies ETF 0.6 46 -11 3.8 +3.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -12 9.7 +9.1
DIVB iShares Core Dividend ETF 0.6 5 30 8.0 +7.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 6.4 +5.7
BUL Pacer US Cash Cows Growth ETF 0.5 60 -25 7.4 +6.8
DUHP Dimensional US High Profitability ETF 0.5 21 14 7.0 +6.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 -4 8.9 +8.2
MEDX Horizon Kinetics Medical ETF 0.5 85 -50 -0.2 -0.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 -3 8.1 +7.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 15 6.7 +6.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 22 9.2 +8.5
FLDZ RiverNorth Patriot ETF 0.4 75 -40 5.8 +5.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.4 36 -1 11.0 +10.4
USMF WisdomTree U.S. Multifactor Fund 0.4 28 7 7.0 +6.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -35 9.2 +8.5
VFVA Vanguard U.S. Value Factor ETF 0.4 13 22 10.6 +9.9
VFMF Vanguard U.S. Multifactor ETF 0.4 18 17 8.6 +8.0
CGGO Capital Group Global Growth Equity ETF 0.4 47 -12 4.2 +3.6
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 -3 8.6 +8.0
ISRA VanEck Israel ETF 0.3 59 -24 8.8 +8.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 0 10.4 +9.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 6 9.1 +8.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 15 4.5 +3.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.2 15 20 4.7 +4.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -4 7.6 +6.9
VALQ American Century U.S. Quality Value ETF 0.2 29 6 7.4 +6.8
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.9 +0.3
TXS Texas Capital Texas Equity Index ETF 0.1 49 -14 5.5 +4.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 10.0 +9.4
IBB iShares Biotechnology ETF 0.1 45 -10 0.9 +0.2
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 20 7.5 +6.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -40 4.9 +4.2
PKW Invesco Buyback Achievers ETF 0.1 62 -27 7.1 +6.5
TTAC FCF US Quality ETF 0.1 59 -24 6.5 +5.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 -19 4.1 +3.4
VEGN US Vegan Climate ETF 0.0 60 -25 4.6 +4.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.9 +4.3
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 4.1 +3.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.5 +2.9
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 4.4 +3.7
FDVV Fidelity High Dividend ETF 0.0 15 20 8.9 +8.3

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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

Content on this tab for subscribers only

VALUATION METRICS
  2023 2024E 2025E
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 2.6 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 0.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.45 CATEGORY
AVERAGE		 1.55
 
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.