SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 1.8% info Recommen-
dation		 AVOID
2024E    2025E
P/E
ratio		 36.1x P/Sales
ratio		 2.6x
P/BV
ratio		 2.6x 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) $215
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) $23,284
Large cap (>$10bn) 32.3%
Mid cap ($2-10bn) 43.6%
Small cap (<$2bn) 22.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MASIMO CORPORATION 2.6 %
INTEGRA LIFESCIENCES HOLDING 2.4 %
ALPHATEC HOLDINGS INC 2.3 %
PENUMBRA, INC. 2.3 %
ATRICURE INC 2.2 %
HAEMONETICS CORP/MASS 2.1 %
GLOBUS MEDICAL INC - A 2.1 %
INSULET CORP 2.0 %
PROCEPT BIOROBOTICS CORP. 2.0 %
GLAUKOS CORP 2.0 %
Total 21.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.9 %
BRITAIN 3.5 %
IRELAND 3.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.1% 23.7% 1.3% 1.2% 4.9%

Market Correlations
versus... Beta R-squared
S&P500 1.09 61%
MSCI EAFE 1.10 65%
MSCI Emg. Mkts. 0.81 34%

Technical Indicators
Recent close $89.64
30d moving avg. $87.99
Annualized volatility 24.1%
Short interest (ETF) 4.3%
Short interest (Underlying) 5.3%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.3%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $8,772

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 650 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™: 1.8%


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 39.3 40 -5 3.9 +2.0
MDEV First Trust Indxx Medical Devices ETF 38.3 70 -35 4.3 +2.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 31.7 40 -5 8.0 +6.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 27.9 68 -33 -0.1 -2.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 22.1 65 -30 -1.0 -2.8
PSCH Invesco S&P SmallCap Health Care ETF 22.1 29 6 4.0 +2.2
FXH First Trust Health Care AlphaDEX Fund 21.9 62 -27 6.3 +4.4
FMED Fidelity Disruptive Medicine ETF 19.8 50 -15 -0.4 -2.2
FDHT Fidelity Digital Health ETF 17.8 39 -4 -2.3 -4.1
VHT Vanguard Health Care ETF 17.7 10 25 5.7 +3.9
IYH iShares U.S. Healthcare ETF 17.3 40 -5 6.6 +4.8
XLV Health Care Select Sector SPDR Fund 16.8 9 26 7.4 +5.6
FHLC Fidelity MSCI Health Care Index ETF 16.6 8 27 6.0 +4.2
GDOC Goldman Sachs Future Health Care Equity ETF 16.6 75 -40 3.7 +1.8
AGNG Global X Aging Population ETF 15.7 50 -15 4.2 +2.4
BHCHX Baron Health Care Strategy 15.6 75 -40 -0.8 -2.6
BMED Future Health ETF 14.6 85 -50 -0.2 -2.1
IXJ iShares Global Healthcare ETF 14.5 42 -7 6.5 +4.7
MEDI Harbor Health Care ETF 14.4 80 -45 1.4 -0.4
EDOC Global X Telemedicine & Digital Health ETF Registered 13.1 68 -33 -4.1 -5.9
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 12.9 75 -40 -1.6 -3.5
USRD Themes US R&D Champions ETF 12.4 29 6 7.0 +5.1
ANEW ProShares MSCI Transformational Changes ETF 10.2 45 -10 3.6 +1.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 10.1 60 -25 -2.3 -4.1
DTEC ALPS Disruptive Technologies ETF 9.0 50 -15 3.7 +1.8
HKND Humankind US Stock ETF 8.8 11 24 7.1 +5.3
HART IQ Healthy Hearts ETF 8.8 45 -10 5.0 +3.1
LFSC F/m Emerald Life Sciences Innovation ETF 8.6 79 -44 -2.9 -4.7
QQQS Invesco NASDAQ Future Gen 200 ETF 8.1 20 15 -10.7 -12.6
CSMD Congress SMid Growth ETF 8.1 69 -34 4.3 +2.5
TMFS Motley Fool Small-Cap Growth ETF 8.0 85 -50 2.6 +0.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 7.3 55 -20 4.3 +2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 7.0 20 15 1.0 -0.8
RUNN Running Oak Efficient Growth ETF 6.9 58 -23 4.5 +2.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.7 60 -25 4.6 +2.8
BDFIX Baron Discovery 6.6 75 -40 0.2 -1.7
PINK Simplify Health Care ETF 6.5 50 -15 3.3 +1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.9 38 -3 5.7 +3.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.9 60 -25 3.9 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.7 25 10 5.2 +3.3
TMFM Motley Fool Mid-Cap Growth ETF 5.7 85 -50 3.0 +1.2
FLV American Century Focused Large Cap Value ETF 5.4 42 -7 6.4 +4.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 5.3 59 -24 3.9 +2.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.3 20 15 5.6 +3.7
CATH Global X S&P 500 Catholic Values Custom ETF 5.3 29 6 4.9 +3.1
SWP SWP Growth & Income ETF 5.2 99 -64 4.1 +2.3
BKWO BNY Mellon Women's Opportunities ETF 5.1 50 -15 3.9 +2.1
NIXT Research Affiliates Deletions ETF 5.0 9 26 5.2 +3.4
HLAL Wahed FTSE USA Shariah ETF 5.0 50 -15 4.9 +3.1
QQQN VictoryShares Nasdaq Next 50 ETF 5.0 18 17 4.9 +3.1
JSML Janus Henderson Small Cap Growth Alpha ETF 5.0 30 5 6.5 +4.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.0 15 20 4.5 +2.7
POWA Invesco Bloomberg Pricing Power ETF 4.9 40 -5 5.6 +3.8
IJT iShares S&P Small-Cap 600 Growth ETF 4.9 18 17 5.8 +3.9
PSC Principal U.S. Small-Cap ETF 4.9 38 -3 5.9 +4.1
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.1 +3.3
BOTZ Global X Robotics & Artificial Intelligence ETF 4.8 69 -34 2.4 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 4.8 60 -25 4.8 +3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.7 15 20 5.8 +4.0
NBDS Neuberger Berman Disrupters ETF 4.7 55 -20 1.5 -0.3
SLYG SPDR S&P 600 Small Cap Growth ETF 4.7 15 20 5.8 +3.9
BIBL Inspire 100 ETF 4.7 35 0 5.1 +3.2
IBRN iShares Neuroscience and Healthcare ETF 4.6 47 -12 -4.8 -6.6
IQM Franklin Intelligent Machines ETF 4.6 50 -15 3.2 +1.4
BELT iShares Long-Term U.S. Equity Active ETF 4.5 75 -40 3.5 +1.7
GINN Goldman Sachs Innovate Equity ETF 4.5 52 -17 2.8 +0.9
ROBO ROBO Global Robotics & Automation Index ETF 4.5 95 -60 3.5 +1.6
VOT Vanguard Mid-Cap Growth ETF 4.5 7 28 3.4 +1.5
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 0 5.9 +4.1
AIEQ AI Powered Equity ETF 4.5 75 -40 3.9 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.4 70 -35 4.4 +2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 5.8 +4.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.3 65 -30 2.7 +0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 4.3 80 -45 4.2 +2.4
SXQG ETC 6 Meridian Quality Growth ETF 4.2 100 -65 4.0 +2.2
IWO iShares Russell 2000 Growth ETF 4.1 24 11 0.6 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.1 6 29 4.0 +2.1
VTWG Vanguard Russell 2000 Growth ETF 4.1 15 20 0.7 -1.2
SQLV Royce Quant Small-Cap Quality Value ETF 4.1 60 -25 7.1 +5.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.1 70 -35 2.7 +0.9
CGDV Capital Group Dividend Value ETF 4.1 33 2 5.6 +3.8
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 12 3.1 +1.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 4.0 75 -40 5.4 +3.6
BARAX Baron Asset Retail 4.0 75 -40 3.4 +1.6
NULG Nuveen ESG Large-Cap Growth ETF 4.0 26 9 4.1 +2.3
ETHO Etho Climate Leadership U.S. ETF 4.0 47 -12 3.4 +1.6
BSCFX Baron Small Cap Retail 3.9 75 -40 3.5 +1.6
LVOL American Century Low Volatility ETF 3.9 29 6 4.9 +3.1
ESIX SPDR S&P SmallCap 600 ESG ETF 3.9 12 23 7.4 +5.6
IWX iShares Russell Top 200 Value ETF 3.9 20 15 6.0 +4.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.9 10 25 5.3 +3.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.8 50 -15 4.2 +2.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.8 58 -23 5.0 +3.2
GGRW Gabelli Growth Innovators ETF 3.8 90 -55 2.5 +0.7
TMFX Motley Fool Next Index ETF 3.8 50 -15 2.8 +0.9
BOUT Innovator IBD Breakout Opportunities ETF 3.8 81 -46 3.6 +1.8
RND First Trust Bloomberg R&D Leaders ETF 3.8 60 -25 3.5 +1.7
CAML Congress Large Cap Growth ETF 3.8 66 -31 3.2 +1.3
MODL VictoryShares WestEnd U.S. Sector ETF 3.8 42 -7 4.7 +2.9
BGRO iShares Large Cap Growth Active ETF 3.8 55 -20 3.6 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.8 15 20 4.1 +2.2
PRAY FIS Christian Stock Fund 3.8 69 -34 5.9 +4.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.7 95 -60 0.9 -0.9
VOOV Vanguard S&P 500 Value ETF 3.7 10 25 6.3 +4.5
QLTY GMO U.S. Quality ETF 3.7 50 -15 4.4 +2.6
IVE iShares S&P 500 Value ETF 3.7 18 17 6.3 +4.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 3.7 60 -25 1.4 -0.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.7 65 -30 3.7 +1.9
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 31 6.4 +4.6
CWS AdvisorShares Focused Equity ETF 3.7 84 -49 4.6 +2.8
IPDP Dividend Performers ETF 3.7 122 -87 5.2 +3.3
ADME Aptus Drawdown Managed Equity ETF 3.7 79 -44 4.0 +2.2
GLBL Pacer MSCI World Industry Advantage ETF 3.7 65 -30 4.7 +2.9
PTL Inspire 500 ETF 3.6 9 26 5.6 +3.8
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 0 5.1 +3.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.6 45 -10 4.7 +2.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.6 65 -30 3.9 +2.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.6 35 0 4.6 +2.7
IUSV iShares Core S&P US Value ETF 3.6 4 31 6.4 +4.6
IJR iShares Core S&P Small Cap ETF 3.6 6 29 6.6 +4.8
FDWM Fidelity Women's Leadership ETF 3.6 59 -24 4.7 +2.8
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 6.1 +4.2
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 29 2.3 +0.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 20 6.4 +4.6
RNSC Furst Trust Small Cap US Equity Select ETF 3.5 60 -25 6.8 +5.0
VIOO Vanguard S&P Small-Cap 600 ETF 3.5 10 25 6.6 +4.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 6.2 +4.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.4 3 32 6.7 +4.8
STXK Strive Small-Cap ETF 3.4 18 17 5.0 +3.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.4 75 -40 6.1 +4.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 26 5.8 +3.9
DFUV Dimensional US Marketwide Value ETF 3.4 22 13 7.2 +5.3
CVAR Cultivar ETF 3.4 87 -52 6.7 +4.9
PSET Principal Quality ETF 3.4 15 20 5.3 +3.5
BKSE BNY Mellon US Small Cap Core Equity ETF 3.4 4 31 4.8 +2.9
AFSM First Trust Active Factor Small Cap ETF 3.4 75 -40 6.3 +4.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.4 35 0 5.9 +4.1
LRGE ClearBridge Large Cap Growth ESG ETF 3.3 59 -24 3.5 +1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 20 6.9 +5.1
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 26 5.3 +3.4
XJR iShares ESG Screened S&P Small-Cap ETF 3.3 12 23 7.0 +5.1
DFLV Dimensional US Large Cap Value ETF 3.3 22 13 7.4 +5.6
VSDA VictoryShares Dividend Accelerator ETF 3.3 35 0 6.7 +4.9
IWD iShares Russell 1000 Value ETF 3.3 19 16 6.1 +4.3
VBK Vanguard Small-Cap Growth ETF 3.3 7 28 1.1 -0.7
VONV Vanguard Russell 1000 Value ETF 3.3 8 27 6.3 +4.4
VO Vanguard Mid-Cap ETF 3.3 4 31 5.3 +3.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -20 4.7 +2.9
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 26 5.7 +3.9
GDEF Goldman Sachs Defensive Equity ETF 3.2 55 -20 4.7 +2.9
DVND Touchstone Dividend Select ETF 3.2 67 -32 5.8 +3.9
SHRY First Trust Bloomberg Shareholder Yield ETF 3.2 60 -25 6.9 +5.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.2 9 26 3.3 +1.5
ROSC Hartford Multifactor Small Cap ETF 3.2 34 1 8.6 +6.8
BLCV iShares Large Cap Value Active ETF 3.2 53 -18 8.1 +6.3
SDY SPDR S&P Dividend ETF 3.2 35 0 5.9 +4.1
LCF Touchstone US Large Cap Focused ETF 3.2 69 -34 4.1 +2.3
HLGE Hartford Longevity Economy ETF 3.2 44 -9 6.0 +4.1
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 0 5.1 +3.3
SIZE iShares MSCI USA Size Factor ETF 3.1 15 20 5.6 +3.7
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.7 +3.8
QUVU Hartford Quality Value ETF 3.1 46 -11 6.6 +4.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 15 6.4 +4.5
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 31 6.4 +4.6
MTUM iShares MSCI USA Momentum Factor ETF 3.1 15 20 4.1 +2.3
SMAP Amplify Small-Mid Cap Equity ETF 3.1 60 -25 4.6 +2.8
NANC Unusual Whales Subversive Democratic Trading ETF 3.1 75 -40 3.9 +2.1
MOAT VanEck Morningstar Wide Moat ETF 3.1 46 -11 5.6 +3.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.6 +3.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 5.6 +3.7
FLQL Franklin LibertyQ U.S. Equity ETF 3.0 15 20 5.9 +4.1
MVAL VanEck Morningstar Wide Moat Value ETF 3.0 49 -14 6.4 +4.6
VIG Vanguard Dividend Appreciation ETF 3.0 6 29 5.6 +3.8
DIVL Madison Dividend Value ETF 3.0 65 -30 5.5 +3.7
CGGR Capital Group Growth ETF 3.0 39 -4 3.2 +1.4
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 3.0 61 -26 2.8 +1.0
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 17 6.4 +4.6
STXD Strive 1000 Dividend Growth ETF 2.9 35 0 5.2 +3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 2.9 36 -1 4.6 +2.7
PRNT 3D Printing ETF 2.9 66 -31 0.7 -1.2
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 31 5.7 +3.9
CHGX AXS Change Finance ESG ETF 2.9 49 -14 5.3 +3.4
MGRO VanEck Morningstar Wide Moat Growth ETF 2.9 49 -14 4.7 +2.9
SSLY Syntax Stratified SmallCap ETF 2.9 40 -5 7.4 +5.6
CACG ClearBridge All Cap Growth ESG ETF 2.9 54 -19 3.7 +1.9
SMDY Syntax Stratified MidCap ETF 2.9 35 0 5.8 +3.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 15 5.2 +3.4
IWM iShares Russell 2000 ETF 2.8 19 16 2.8 +1.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 4.9 +3.1
VTWO Vanguard Russell 2000 ETF 2.8 10 25 2.9 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -29 1.8 -0.0
ITAN Sparkline Intangible Value ETF 2.7 50 -15 5.9 +4.1
MAGA Point Bridge America First ETF 2.7 72 -37 5.6 +3.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 26 5.1 +3.2
IWR iShares Russell Midcap ETF 2.7 19 16 5.4 +3.6
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 6 4.7 +2.9
EQUL IQ Engender Equality ETF 2.7 45 -10 5.7 +3.9
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 4.8 +2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.7 52 -17 5.1 +3.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.7 58 -23 5.0 +3.2
KRMA Global X Conscious Companies ETF 2.7 43 -8 5.7 +3.9
SCHA Schwab U.S. Small-Cap ETF 2.6 4 31 4.4 +2.6
RSSL Global X Russell 2000 ETF 2.6 8 27 2.6 +0.8
SPHB Invesco S&P 500 High Beta ETF 2.6 25 10 3.5 +1.7
FESM Fidelity Enhanced Small Cap ETF 2.6 28 7 1.7 -0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 21 5.0 +3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 4.6 +2.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.6 10 25 4.4 +2.6
BTHM BlackRock Future U.S. Themes ETF 2.6 60 -25 4.2 +2.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 -14 4.4 +2.6
AUSF Global X Adaptive U.S. Factor ETF 2.6 27 8 8.6 +6.7
FDIV MarketDesk Focused U.S. Dividend ETF 2.6 35 0 5.1 +3.3
MGV Vanguard Mega Cap Value ETF 2.6 7 28 6.4 +4.6
KOCG FIS Knights of Columbus Global Belief ETF 2.6 75 -40 5.0 +3.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.5 71 -36 -0.5 -2.3
JEPI JPMorgan Equity Premium Income ETF 2.5 35 0 5.1 +3.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.5 15 20 7.5 +5.6
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.3 +3.5
XVV iShares ESG Screened S&P 500 ETF 2.5 8 27 4.9 +3.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -25 4.0 +2.1
FSMD Fidelity Small-Mid Multifactor ETF 2.5 15 20 6.8 +5.0
HDUS Hartford Disciplined US Equity ETF 2.5 19 16 5.9 +4.1
VUG Vanguard Growth ETF 2.5 4 31 4.0 +2.2
SMCP AlphaMark Actively Managed Small Cap ETF 2.5 90 -55 3.9 +2.1
TOLL Tema Monopolies and Oligopolies ETF 2.5 75 -40 3.3 +1.5
ACVF American Conservative Values ETF 2.5 75 -40 4.2 +2.4
FPX First Trust US Equity Opportunities ETF 2.5 61 -26 1.5 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 21 6.1 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.4 39 -4 4.1 +2.2
DGRO iShares Core Dividend Growth ETF 2.4 8 27 6.3 +4.5
VFQY Vanguard U.S. Quality Factor ETF 2.4 13 22 7.5 +5.7
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -55 3.9 +2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.4 50 -15 7.6 +5.8
ISCB iShares Morningstar Small-Cap ETF 2.4 4 31 4.8 +2.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 15 4.8 +3.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 20 4.7 +2.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.4 9 26 4.9 +3.1
OALC OneAscent Large Cap Core ETF 2.4 86 -51 4.3 +2.5
ILCV iShares Morningstar Value ETF 2.4 4 31 6.2 +4.4
STXG Strive 1000 Growth ETF 2.4 18 17 4.1 +2.2
SMOT VanEck Morningstar SMID Moat ETF 2.4 49 -14 5.8 +4.0
JFWD Jacob Forward ETF 2.3 75 -40 0.0 -1.8
IVV iShares Core S&P 500 ETF 2.3 3 32 5.0 +3.2
VOO Vanguard S&P 500 ETF 2.3 3 32 5.0 +3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -40 4.3 +2.4
VIRS Pacer BioThreat Strategy ETF 2.3 70 -35 6.1 +4.3
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 33 5.0 +3.2
SPY SPDR S&P 500 ETF Trust 2.3 9 26 5.0 +3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 24 4.8 +3.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 25 4.5 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 17 7.4 +5.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.3 35 0 6.6 +4.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 4.9 +3.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 32 5.1 +3.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.3 17 18 4.7 +2.8
DFUS Dimensional U.S. Equity ETF 2.3 9 26 4.9 +3.0
CSD Invesco S&P Spin-Off ETF 2.3 65 -30 10.0 +8.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 4.8 +3.0
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 25 5.1 +3.3
VV Vanguard Large-Cap ETF 2.3 4 31 4.9 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.3 15 20 7.4 +5.6
STRV Strive 500 ETF 2.3 5 30 4.9 +3.1
VOE Vanguard Mid-Cap Value ETF 2.3 7 28 6.9 +5.1
DSTL Distillate US Fundamental Stability & Value ETF 2.3 39 -4 7.6 +5.7
IWS iShares Russell Mid-Cap Value ETF 2.3 23 12 6.2 +4.4
VTI Vanguard Total Stock Market ETF 2.3 3 32 4.7 +2.9
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 20 7.4 +5.6
IWV iShares Russell 3000 ETF 2.2 20 15 4.7 +2.8
VTHR Vanguard Russell 3000 ETF 2.2 10 25 4.7 +2.9
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -54 4.9 +3.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 4.8 +3.0
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 4.9 +3.1
KNO AXS Knowledge Leaders ETF 2.2 78 -43 4.9 +3.1
PBUS Invesco MSCI USA ETF 2.2 4 31 5.0 +3.1
VTV Vanguard Value ETF 2.2 4 31 6.6 +4.7
VONE Vanguard Russell 1000 ETF 2.2 8 27 4.9 +3.1
IWB iShares Russell 1000 ETF 2.2 15 20 4.8 +3.0
MOTE VanEck Morningstar ESG Moat ETF 2.2 49 -14 5.2 +3.4
JHSC John Hancock Multifactor Small Cap ETF 2.2 42 -7 6.6 +4.7
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -7 6.1 +4.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 33 5.0 +3.2
VOTE TCW Transform 500 ETF 2.2 5 30 4.9 +3.1
GVLU Gotham 1000 Value ETF 2.2 50 -15 7.4 +5.6
JHML John Hancock Multifactor Large Cap ETF 2.2 29 6 5.3 +3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.2 30 5 5.4 +3.6
IYY iShares Dow Jones U.S. ETF 2.2 20 15 4.8 +3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 28 4.9 +3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 60 -25 6.8 +5.0
SPMV Invesco S&P 500 Minimum Variance ETF 2.2 10 25 5.5 +3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.9 +3.1
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 4.9 +3.0
MGK Vanguard Mega Cap Growth ETF 2.1 7 28 4.3 +2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 5.0 +3.2
SCHK Schwab 1000 Index ETF 2.1 5 30 5.0 +3.2
SCHX Schwab U.S. Large-Cap ETF 2.1 3 32 5.0 +3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 20 4.6 +2.8
VB Vanguard Small-Cap ETF 2.1 5 30 4.9 +3.1
ILCG iShares Morningstar Growth ETF 2.1 4 31 3.9 +2.1
SFY SoFi Select 500 ETF 2.1 0 35 4.5 +2.6
FDMO Fidelity Momentum Factor ETF 2.1 15 20 4.0 +2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.1 12 23 4.5 +2.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.3 +4.4
DFAS Dimensional U.S. Small Cap ETF 2.1 26 9 5.5 +3.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -13 5.9 +4.1
CGUS Capital Group Core Equity ETF 2.1 33 2 4.4 +2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 11 7.0 +5.2
IWL iShares Russell Top 200 ETF 2.1 15 20 4.7 +2.9
REVS Columbia Research Enhanced Value ETF 2.1 19 16 7.4 +5.5
JGRO JPMorgan Active Growth ETF 2.1 44 -9 3.5 +1.6
USXF iShares ESG Advanced MSCI USA ETF 2.1 10 25 5.0 +3.2
MGC Vanguard Mega Cap ETF 2.1 7 28 4.8 +3.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.1 12 23 5.3 +3.4
RVRB Reverb ETF 2.1 30 5 4.7 +2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 -24 2.4 +0.6
BFOR ALPS Barron's 400 ETF 2.1 65 -30 5.6 +3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.0 29 6 6.5 +4.7
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 6 7.2 +5.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 23 4.5 +2.7
TPSC Timothy Plan US Small Cap Core ETF 2.0 52 -17 6.5 +4.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.0 30 5 7.9 +6.1
APUE ActivePassive U.S. Equity ETF 2.0 45 -10 4.8 +3.0
LRGF iShares U.S. Equity Factor ETF 2.0 8 27 5.6 +3.8
XSMO Invesco S&P SmallCap Momentum ETF 2.0 39 -4 6.8 +5.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 15 7.6 +5.7
SFYX SoFi Next 500 ETF 2.0 0 35 4.7 +2.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 0 6.2 +4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 2.0 18 17 6.9 +5.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.0 49 -14 5.0 +3.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.0 35 0 5.1 +3.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.0 42 -7 6.1 +4.3
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -45 3.2 +1.4
FTGS First Trust Growth Strength ETF 2.0 60 -25 5.4 +3.6
SNSR Global X Internet of Things ETF 2.0 68 -33 4.6 +2.8
TMFG Motley Fool Global Opportunities ETF 2.0 85 -50 3.2 +1.4
BLES Inspire Global Hope ETF 2.0 61 -26 6.4 +4.6
CBSE Clough Select Equity ETF 1.9 85 -50 0.4 -1.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 23 6.5 +4.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 10 5.2 +3.4
FDG American Century Focused Dynamic Growth ETF 1.9 45 -10 2.6 +0.8
SAMT Strategas Macro Thematic Opportunities ETF 1.9 65 -30 4.1 +2.3
FBOT Fidelity Disruptive Automation ETF 1.9 50 -15 3.6 +1.8
BFTHX Baron Fifth Avenue Growth Retail 1.9 75 -40 1.7 -0.2
IBOT Vaneck Robotics ETF 1.9 47 -12 4.1 +2.3
IGPT Invesco AI and Next Gen Software ETF 1.9 60 -25 3.8 +2.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -5 3.8 +2.0
LOUP Innovator Deepwater Frontier Tech ETF 1.9 70 -35 1.3 -0.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 -4 3.4 +1.6
DFAU Dimensional US Core Equity Market ETF 1.9 12 23 5.0 +3.2
NUSC Nuveen ESG Small-Cap ETF 1.9 31 4 5.0 +3.2
NULV Nuveen ESG Large-Cap Value ETF 1.9 26 9 6.7 +4.9
MDYV SPDR S&P 400 Mid Cap Value ETF 1.9 15 20 7.0 +5.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 23 4.8 +3.0
FMDE Fidelity Enhanced Mid Cap ETF 1.9 23 12 6.0 +4.2
QGRO American Century U.S. Quality Growth ETF 1.9 29 6 4.4 +2.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.9 15 20 7.0 +5.2
SUSA iShares MSCI USA ESG Select ETF 1.9 25 10 5.0 +3.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -30 0.2 -1.6
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.2 +2.4
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.9 106 -71 3.5 +1.7
FTCS First Trust Capital Strength ETF 1.9 55 -20 5.7 +3.9
JGRW Jensen Quality Growth ETF 1.9 57 -22 4.8 +3.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -24 5.6 +3.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.9 60 -25 6.4 +4.5
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.3 +4.5
RJMG FT Raymond James Multicap Growth Equity ETF 1.9 85 -50 2.3 +0.4
JAVA JPMorgan Active Value ETF 1.9 44 -9 5.7 +3.9
QQQ Invesco QQQ Trust Series I 1.9 20 15 4.5 +2.7
QQQM Invesco NASDAQ 100 ETF 1.9 15 20 4.6 +2.8
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 17 5.4 +3.6
ARB AltShares Merger Arbitrage ETF 1.8 77 -42 4.4 +2.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -26 4.6 +2.7
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -13 4.6 +2.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 17 7.2 +5.4
NULC Nuveen ESG Large-Cap ETF 1.8 21 14 5.3 +3.5
DCOR Dimensional US Core Equity 1 ETF 1.8 14 21 5.3 +3.5
VYM Vanguard High Dividend Yield Index ETF 1.8 6 29 6.8 +5.0
DGT SPDR Global Dow ETF 1.8 50 -15 6.8 +5.0
ROE Astoria US Quality Kings ETF 1.8 49 -14 7.2 +5.4
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 15 4.7 +2.9
DURA VanEck Durable High Dividend ETF 1.8 29 6 7.4 +5.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -25 8.7 +6.9
PCGG Polen Capital Global Growth ETF 1.8 85 -50 3.5 +1.7
PJP Invesco Pharmaceuticals ETF 1.8 57 -22 10.3 +8.5
PWV Invesco Large Cap Value ETF 1.8 55 -20 6.9 +5.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 28 5.3 +3.5
FFND Future Fund Active ETF 1.8 100 -65 -0.7 -2.6
BEEZ Honeytree U.S. Equity ETF 1.8 64 -29 4.7 +2.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.3 +3.5
STXV Strive 1000 Value ETF 1.8 18 17 7.5 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 5.4 +3.6
MDY SPDR S&P Midcap 400 ETF Trust 1.8 24 11 6.2 +4.3
IJH iShares Core S&P Mid-Cap ETF 1.8 5 30 6.4 +4.5
FVD First Trust Value Line Dividend Index Fund 1.8 65 -30 6.3 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.8 31 4 6.6 +4.8
TOK iShares MSCI Kokusai ETF 1.7 26 9 5.0 +3.2
ABEQ Absolute Select Value ETF 1.7 85 -50 4.3 +2.5
DIVS SmartETFs Dividend Builder ETF 1.7 65 -30 5.0 +3.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 8 7.1 +5.3
GDVD R3 Global Dividend Growth ETF 1.7 88 -53 5.5 +3.7
UDI USCF Dividend Income Fund 1.7 65 -30 7.3 +5.4
AGQI First Trust Active Global Quality Income ETF 1.7 85 -50 5.9 +4.0
HDV iShares Core High Dividend ETF 1.7 8 27 7.1 +5.3
DIVZ TrueShares Low Volatility Equity Income ETF 1.7 65 -30 7.2 +5.4
MDLV Morgan Dempsey Large Cap Value ETF 1.7 58 -23 7.8 +6.0
BDIV AAM Brentview Dividend Growth ETF 1.7 49 -14 4.4 +2.6
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 15 4.6 +2.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.5 +3.7
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 4.9 +3.1
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.7 35 0 4.6 +2.7
DWLD Davis Select Worldwide ETF 1.7 63 -28 6.7 +4.9
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 31 6.0 +4.1
LIVR Intelligent Livermore ETF 1.7 69 -34 6.0 +4.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 -4 5.8 +4.0
IUS Invesco RAFI Strategic US ETF 1.7 19 16 6.8 +5.0
DFVX Dimensional US Large Cap Vector ETF 1.7 22 13 6.1 +4.3
RECS Columbia Research Enhanced Core ETF 1.7 15 20 5.5 +3.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 6.7 +4.9
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 23 5.8 +3.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 32 6.4 +4.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 10 25 6.4 +4.6
OCFS Otter Creek Focus Strategy ETF 1.7 85 -50 4.5 +2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 31 5.6 +3.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 17 6.4 +4.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.2 +3.4
SSPY Syntax Stratified LargeCap ETF 1.7 30 5 6.3 +4.5
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 17 5.3 +3.5
MGMT Ballast Small/Mid Cap ETF 1.7 110 -75 7.1 +5.3
URTH iShares MSCI World ETF 1.7 24 11 5.2 +3.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 30 7.3 +5.5
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -37 5.6 +3.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 23 4.5 +2.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 29 7.5 +5.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 4 3.4 +1.6
USSE Segall Bryant & Hamill Select Equity ETF 1.6 65 -30 3.7 +1.8
EVX VanEck Environmental Services ETF 1.6 55 -20 3.3 +1.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.6 75 -40 3.4 +1.5
VUSE Vident U.S. Equity Strategy ETF 1.6 50 -15 4.4 +2.5
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 25 5.4 +3.6
BIOPX Baron Opportunity Retail 1.6 75 -40 1.0 -0.8
QGRW WisdomTree U.S. Quality Growth Fund 1.6 28 7 4.7 +2.9
ESGG FlexShares STOXX Global ESG Select Index Fund 1.6 42 -7 5.1 +3.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -54 8.2 +6.4
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 20 5.0 +3.2
ISMD Inspire Small/Mid Cap ETF 1.6 54 -19 5.3 +3.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 17 4.5 +2.6
VXF Vanguard Extended Market ETF 1.6 6 29 3.5 +1.7
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 6.8 +5.0
INNO Harbor Disruptive Innovation ETF 1.6 75 -40 1.6 -0.3
FDLO Fidelity Low Volatility Factor ETF 1.6 15 20 5.3 +3.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 10 6.0 +4.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.6 30 5 8.2 +6.4
USMF WisdomTree U.S. Multifactor Fund 1.6 28 7 7.1 +5.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.5 15 20 6.7 +4.9
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 -4 6.8 +4.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.5 17 18 5.7 +3.9
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 6.1 +4.2
PAWZ ProShares Pet Care ETF 1.5 50 -15 3.8 +1.9
BPTRX Baron Partners Retail 1.5 75 -40 3.6 +1.8
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -25 6.8 +4.9
FIW First Trust Water ETF 1.5 53 -18 4.5 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.5 24 11 7.3 +5.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 26 5.4 +3.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.5 15 20 5.7 +3.9
DFSV Dimensional US Small Cap Value ETF 1.5 31 4 8.3 +6.4
ACWI iShares MSCI ACWI ETF 1.5 32 3 5.3 +3.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.5 15 20 5.7 +3.9
AZTD Aztlan Global Stock Selection DM SMID ETF 1.5 75 -40 7.8 +5.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 31 4.2 +2.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 -10 3.1 +1.3
OPTZ Optimize Strategy Index ETF 1.5 50 -15 2.9 +1.1
PY Principal Value ETF 1.5 15 20 7.0 +5.2
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 18 6.9 +5.1
PWB Invesco Large Cap Growth ETF 1.5 56 -21 3.2 +1.4
QDIV Global X S&P 500 Quality Dividend ETF 1.4 20 15 7.5 +5.7
VT Vanguard Total World Stock ETF 1.4 7 28 5.5 +3.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.4 28 7 6.0 +4.2
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -13 4.5 +2.7
NTZG Nuveen Global Net Zero Transition ETF 1.4 56 -21 4.7 +2.9
RGEF Rockefeller Global Equity ETF 1.4 55 -20 5.0 +3.1
IWN iShares Russell 2000 Value ETF 1.4 24 11 4.8 +3.0
VTWV Vanguard Russell 2000 Value ETF 1.4 15 20 4.9 +3.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 3.8 +2.0
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 10 4.7 +2.9
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 23 6.7 +4.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 20 5.8 +3.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.4 40 -5 6.3 +4.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 20 4.7 +2.8
JPEF JPMorgan Equity Focus ETF 1.4 50 -15 4.0 +2.1
DUSA Davis Select U.S. Equity ETF 1.4 61 -26 7.1 +5.3
SPHQ Invesco S&P 500 Quality ETF 1.4 15 20 5.7 +3.9
EZM WisdomTree U.S. MidCap Fund 1.4 38 -3 7.4 +5.5
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -14 5.6 +3.8
AFMC First Trust Active Factor Mid Cap ETF 1.4 65 -30 6.9 +5.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.4 49 -14 5.3 +3.5
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -24 2.8 +1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 10 7.2 +5.4
AVUS Avantis U.S. Equity ETF 1.3 15 20 5.6 +3.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 5.8 +3.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 15 5.2 +3.3
SHE SPDR MSCI USA Gender Diversity ETF 1.3 20 15 4.9 +3.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 10 6.8 +4.9
WRND IQ Global Equity R&D Leaders ETF 1.3 18 17 7.5 +5.7
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 10 6.8 +5.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 -3 4.8 +2.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.3 35 0 9.0 +7.2
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 31 4.7 +2.8
VOOG Vanguard S&P 500 Growth ETF 1.3 10 25 4.6 +2.7
TMFC Motley Fool 100 Index ETF 1.3 50 -15 3.7 +1.9
IVW iShares S&P 500 Growth ETF 1.3 18 17 4.5 +2.7
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 31 4.6 +2.8
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 -15 4.4 +2.6
FMIL Fidelity New Millennium ETF 1.3 59 -24 4.8 +2.9
DFNV Donoghue Forlines Innovation ETF 1.3 69 -34 4.7 +2.8
QUS SPDR MSCI USA StrategicFactors ETF 1.3 15 20 5.7 +3.9
IWF iShares Russell 1000 Growth ETF 1.3 19 16 4.5 +2.6
VONG Vanguard Russell 1000 Growth ETF 1.3 8 27 4.6 +2.7
EPS WisdomTree U.S. LargeCap Fund 1.3 8 27 5.9 +4.0
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 29 7.2 +5.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.2 15 20 6.8 +4.9
CGDG Capital Group Dividend Growers ETF 1.2 47 -12 6.6 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 28 5.0 +3.1
CANC Tema Oncology ETF 1.2 75 -40 -3.6 -5.4
VBR Vanguard Small Cap Value ETF 1.2 7 28 7.8 +6.0
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -20 5.8 +4.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 27 5.0 +3.1
BFGFX Baron Focused Growth Retail 1.2 75 -40 3.1 +1.3
DSI iShares MSCI KLD 400 Social ETF 1.2 25 10 5.0 +3.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -40 2.4 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -38 7.8 +6.0
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -14 5.6 +3.7
VERS ProShares Metaverse ETF 1.2 58 -23 -16.0 -17.9
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 108 -73 4.3 +2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.2 12 23 7.2 +5.3
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.7 +4.9
RFV Invesco S&P Midcap 400 Pure Value ETF 1.2 35 0 8.0 +6.2
EES WisdomTree U.S. SmallCap Fund 1.2 38 -3 9.1 +7.2
DIVB iShares Core Dividend ETF 1.2 5 30 7.5 +5.6
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.2 27 8 0.0 -1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 15 6.8 +5.0
JHDV John Hancock U.S. High Dividend ETF 1.2 34 1 6.2 +4.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.2 55 -20 4.3 +2.4
STXM Strive Mid-Cap ETF 1.1 18 17 6.1 +4.2
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 7 7.8 +5.9
IWC iShares Micro-Cap ETF 1.1 60 -25 -4.9 -6.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.1 85 -50 1.5 -0.3
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 10 5.4 +3.5
GSPY Gotham Enhanced 500 ETF 1.1 50 -15 5.2 +3.4
JGLO JPMorgan Global Select Equity ETF 1.1 33 2 4.5 +2.6
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -24 8.2 +6.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 25 5.1 +3.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 -4 7.5 +5.7
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 23 7.8 +5.9
MVPS Amplify Thematic All-Stars ETF 1.0 49 -14 2.7 +0.8
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 13 3.8 +2.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 0 7.6 +5.8
IVEG iShares Emergent Food and AgTech Multisector ETF 1.0 47 -12 8.0 +6.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 7.5 +5.7
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 25 5.1 +3.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 -3 7.6 +5.8
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -20 12.2 +10.4
FITE SPDR S&P Kensho Future Security ETF 1.0 45 -10 2.2 +0.4
ITEQ BlueStar Israel Technology ETF 1.0 75 -40 1.2 -0.7
ULVM VictoryShares US Value Momentum ETF 1.0 20 15 7.0 +5.2
SPMO Invesco S&P 500 Momentum ETF 1.0 13 22 3.8 +2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.0 28 7 5.7 +3.9
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 20 5.6 +3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 6 4.3 +2.5
PDP Invesco Dorsey Wright Momentum ETF 0.9 62 -27 3.2 +1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -32 8.6 +6.7
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 4.6 +2.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.4 +4.6
OEF iShares S&P 100 ETF 0.9 20 15 4.8 +2.9
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 10 6.9 +5.0
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 7 6.0 +4.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 6 6.4 +4.5
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 6.5 +4.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 26 4.9 +3.1
QWLD SPDR MSCI World StrategicFactors ETF 0.8 30 5 5.9 +4.1
XT iShares Exponential Technologies ETF 0.8 46 -11 4.8 +2.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 -4 6.9 +5.1
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 20 5.3 +3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.2 +4.4
SMMD iShares Russell 2500 ETF 0.7 15 20 5.5 +3.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.7 49 -14 5.0 +3.2
MOO VanEck Agribusiness ETF 0.7 53 -18 9.7 +7.9
XDAT Franklin Exponential Data ETF 0.7 50 -15 2.8 +1.0
IOO iShares Global 100 ETF 0.7 41 -6 4.8 +3.0
GLOF iShares Global Equity Factor ETF 0.7 20 15 7.0 +5.2
TTAC FCF US Quality ETF 0.7 59 -24 6.3 +4.4
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 22 2.1 +0.3
BUL Pacer US Cash Cows Growth ETF 0.7 60 -25 7.7 +5.9
XLG Invesco S&P 500 Top 50 ETF 0.7 20 15 4.5 +2.7
FQAL Fidelity Quality Factor ETF 0.7 15 20 5.8 +4.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 5.6 +3.8
CCMG CCM Global Equity ETF 0.7 34 1 7.6 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.6 +3.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 5.1 +3.2
VIDI Vident International Equity Strategy ETF 0.6 61 -26 10.2 +8.4
FLDZ RiverNorth Patriot ETF 0.6 75 -40 5.2 +3.3
AIQ Global X Artificial Intelligence & Technology ETF 0.6 68 -33 4.0 +2.2
WCEO Hypatia Women CEO ETF 0.6 85 -50 4.2 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -35 10.0 +8.2
FFTY Innovator IBD 50 ETF 0.5 80 -45 -0.6 -2.4
VFVA Vanguard U.S. Value Factor ETF 0.5 13 22 10.0 +8.2
ISRA VanEck Israel ETF 0.5 59 -24 8.0 +6.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 -2 3.9 +2.1
MEDX Horizon Kinetics Medical ETF 0.5 85 -50 -0.3 -2.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 -3 4.9 +3.1
KRUZ Unusual Whales Subversive Republican Trading ETF 0.5 75 -40 5.4 +3.6
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 0 6.3 +4.5
DUHP Dimensional US High Profitability ETF 0.5 21 14 6.5 +4.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.4 60 -25 6.8 +5.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 15 6.3 +4.5
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 6 8.3 +6.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 22 8.9 +7.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 6.8 +5.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 15 9.3 +7.4
SQEW LeaderShares Equity Skew ETF 0.3 81 -46 3.9 +2.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 8.0 +6.1
COWZ Pacer US Cash Cows 100 ETF 0.3 49 -14 9.9 +8.1
DON WisdomTree U.S. MidCap Dividend Fund 0.3 38 -3 7.7 +5.9
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -30 5.3 +3.4
WBIY WBI Power Factor High Dividend ETF 0.3 100 -65 11.2 +9.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -4 7.5 +5.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 10 9.6 +7.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 0 8.1 +6.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 10 9.9 +8.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 15 4.0 +2.1
VALQ American Century U.S. Quality Value ETF 0.2 29 6 7.4 +5.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 17 4.6 +2.8
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 16 0.9 -0.9
NUDV Nuveen ESG Dividend ETF 0.2 26 9 7.0 +5.2
IBB iShares Biotechnology ETF 0.2 45 -10 0.3 -1.6
QDF FlexShares Quality Dividend Index Fund 0.2 37 -2 4.2 +2.3
VLUE iShares MSCI USA Value Factor ETF 0.1 15 20 10.2 +8.4
TXS Texas Capital Texas Equity Index ETF 0.1 49 -14 4.7 +2.9
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 8.8 +7.0
VFMF Vanguard U.S. Multifactor ETF 0.1 18 17 8.5 +6.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 20 9.3 +7.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.1 49 -14 10.2 +8.3
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 20 7.1 +5.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -40 4.7 +2.8
PKW Invesco Buyback Achievers ETF 0.1 62 -27 6.4 +4.6
VEGN US Vegan Climate ETF 0.0 60 -25 4.5 +2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.0 15 20 6.4 +4.6
TEQI T. Rowe Price Equity Income ETF 0.0 54 -19 3.8 +2.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.8 +2.9
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 3.7 +1.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.4 +1.5
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 17 4.5 +2.7

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

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RESULTS & ESTIMATES

  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

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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 5.4 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.47 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.