State Street SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 26.2x P/Sales
ratio		 2.1x
P/BV
ratio		 2.0x 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) $145
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 2.3 %
AXOGEN, INC. 2.3 %
INTEGRA LIFESCIENCES HOLDING 2.2 %
LANTHEUS HOLDINGS INC 2.1 %
AVANOS MEDICAL, INC. 2.1 %
GLAUKOS CORP 2.1 %
SOLVENTUM CORP 2.1 %
BUTTERFLY NETWORK, INC. CLASS A 2.0 %
HAEMONETICS CORP/MASS 2.0 %
Total 22.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.8 %
BRITAIN 4.3 %
IRELAND 3.2 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-9.9% -2.0% -8.0% 6.1% 8.7%

Market Correlations
versus... Beta R-squared
S&P500 1.06 34%
MSCI EAFE 0.82 33%
MSCI Emg. Mkts. 0.47 19%

Technical Indicators
Recent close $80.82
30d moving avg. $79.87
Annualized volatility 21.2%
Short interest (ETF) 27.4%
Short interest (Underlying) 5.3%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 31
Turnover 1.7%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 690 potential alternatives to the State Street SPDR S&P Health Care Equipment ETF ETF based on the alternatives' overlap in portfolio holdings with XHE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHE Expense: 35 bp ALTAR Score™: 3.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHE
Ticker Fund
Name		 Overlap1
vs XHE
(%)		 Expense
ratio
(bp)		 Savings
vs XHE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHE
(%)
IHI iShares U.S. Medical Devices ETF 34.7 40 -5 4.9 +1.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 29.8 68 -33 2.5 -1.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 25.2 40 -5 7.4 +3.5
PSCH Invesco S&P SmallCap Health Care ETF 21.2 29 6 2.4 -1.5
FXH First Trust Health Care AlphaDEX Fund 20.8 62 -27 4.7 +0.9
HEAL Global X HealthTech ETF 19.6 50 -15 -1.5 -5.4
FDHT Fidelity Digital Health ETF 16.8 39 -4 1.7 -2.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 14.3 65 -30 0.6 -3.3
FHLC Fidelity MSCI Health Care Index ETF 13.9 8 27 5.4 +1.5
VHT Vanguard Health Care ETF 13.9 9 26 5.2 +1.3
IYH iShares U.S. Healthcare ETF 13.8 40 -5 5.8 +2.0
XLV Health Care Select Sector SPDR 12.9 8 27 6.6 +2.8
AGNG Global X Aging Population ETF 12.6 50 -15 4.4 +0.5
FMED Fidelity Disruptive Medicine ETF 11.3 50 -15 -1.2 -5.1
IXJ iShares Global Healthcare ETF 10.8 42 -7 6.3 +2.5
ANEW ProShares MSCI Transformational Changes ETF 10.0 45 -10 4.4 +0.6
HRTS Tema Heart & Health ETF 9.9 75 -40 2.9 -0.9
QQQS Invesco NASDAQ Future Gen 200 ETF 8.9 20 15 -3.6 -7.5
BMED Future Health ETF 8.4 85 -50 1.3 -2.6
GDOC Goldman Sachs Future Health Care Equity ETF 8.3 75 -40 1.0 -2.9
LFSC F/m Emerald Life Sciences Innovation ETF 7.7 79 -44 0.0 -3.9
HART IQ Healthy Hearts ETF 7.5 45 -10 5.8 +2.0
DTEC ALPS Disruptive Technologies ETF 6.7 50 -15 3.6 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.5 60 -25 4.2 +0.4
FTGS First Trust Growth Strength ETF 6.3 60 -25 3.6 -0.2
RUNN Running Oak Efficient Growth ETF 6.2 58 -23 4.9 +1.1
TMFM Motley Fool Mid-Cap Growth ETF 6.1 85 -50 2.1 -1.7
USRD Themes US R&D Champions ETF 6.1 29 6 3.8 -0.1
MEDI Harbor Health Care ETF 6.0 80 -45 -1.4 -5.2
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 -14 6.4 +2.5
PINK Simplify Health Care ETF 5.7 50 -15 0.9 -3.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 5.6 60 -25 -1.6 -5.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.5 60 -25 3.6 -0.3
SQLV Royce Quant Small-Cap Quality Value ETF 5.4 60 -25 8.0 +4.1
PSET Principal Quality ETF 5.3 15 20 4.9 +1.0
NIXT Research Affiliates Deletions ETF 5.3 9 26 6.6 +2.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.0 40 -5 5.2 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.0 58 -23 3.1 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 4.9 60 -25 4.6 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 10 4.9 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 10 5.1 +1.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 4.9 49 -14 4.9 +1.1
QGRO American Century U.S. Quality Growth ETF 4.8 29 6 3.9 +0.1
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -50 4.2 +0.3
ARB AltShares Merger Arbitrage ETF 4.6 77 -42 2.6 -1.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.6 35 0 3.1 -0.8
TMFS Motley Fool Small-Cap Growth ETF 4.6 85 -50 1.3 -2.5
FSGS First Trust SMID Growth Strength ETF 4.5 60 -25 4.9 +1.1
AQEC AQE Core ETF 4.5 49 -14 5.3 +1.5
JDOC JPMorgan Healthcare Leaders ETF 4.5 65 -30 3.5 -0.3
JGRW Jensen Quality Growth ETF 4.4 57 -22 4.1 +0.2
CSMD Congress SMid Growth ETF 4.4 69 -34 3.5 -0.4
FTCS First Trust Capital Strength ETF 4.4 55 -20 5.6 +1.8
CWS AdvisorShares Focused Equity ETF 4.3 84 -49 4.8 +1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 -3 5.2 +1.3
FLV American Century Focused Large Cap Value ETF 4.3 42 -7 6.0 +2.1
KNO AXS Knowledge Leaders ETF 4.2 78 -43 4.0 +0.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.2 55 -20 8.8 +5.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.2 35 0 11.1 +7.3
SPMV Invesco S&P 500 Minimum Variance ETF 4.1 10 25 5.2 +1.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.1 52 -17 4.9 +1.1
TMDV ProShares Russell US Dividend Growers ETF 4.0 35 0 6.3 +2.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -35 4.7 +0.9
SDY State Street SPDR S&P Dividend ETF 4.0 35 0 6.1 +2.2
GGRW Gabelli Growth Innovators ETF 3.9 90 -55 2.0 -1.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 -14 2.9 -0.9
IBRN iShares Neuroscience and Healthcare ETF 3.8 47 -12 0.0 -3.9
PWB Invesco Large Cap Growth ETF 3.8 56 -21 2.0 -1.9
TMFX Motley Fool Next Index ETF 3.8 50 -15 3.0 -0.9
GINN Goldman Sachs Innovate Equity ETF 3.7 52 -17 3.7 -0.1
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 0 5.8 +1.9
DURA VanEck Durable High Dividend ETF 3.6 29 6 6.4 +2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 5.0 +1.2
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 12 2.9 -1.0
MID American Century Mid Cap Growth Impact ETF 3.6 45 -10 2.9 -0.9
DAK Dakota Active Equity ETF 3.6 43 -8 3.7 -0.2
NBDS Neuberger Berman Disrupters ETF 3.5 55 -20 0.7 -3.1
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -65 2.9 -0.9
VOT Vanguard Mid-Cap Growth ETF 3.5 7 28 3.1 -0.8
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -12 4.2 +0.4
BLCV iShares Large Cap Value Active ETF 3.4 53 -18 6.3 +2.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.4 35 0 3.4 -0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 4.4 +0.5
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 5.9 +2.0
DBSC Deepwater Beachfront Small Cap ETF 3.3 85 -50 1.1 -2.7
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 71 -36 -0.6 -4.5
CRTC Xtrackers US National Critical Technologies ETF 3.2 35 0 4.2 +0.3
POWA Invesco Bloomberg Pricing Power ETF 3.2 40 -5 5.8 +2.0
CATH Global X S&P 500 Catholic Values Custom ETF 3.2 29 6 4.0 +0.2
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 17 6.0 +2.2
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 3.3 -0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 5.5 +1.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.2 50 -15 3.5 -0.4
ITAN Sparkline Intangible Value ETF 3.1 50 -15 5.8 +1.9
MNZL Manzil Russell Halal USA Broad MarketETF 3.1 40 -5 3.7 -0.1
MOAT VanEck Morningstar Wide Moat ETF 3.1 46 -11 5.6 +1.7
MVAL VanEck Morningstar Wide Moat Value ETF 3.1 49 -14 6.4 +2.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.1 55 -20 3.2 -0.7
PSC Principal U.S. Small-Cap ETF 3.1 38 -3 3.7 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.0 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.3 +1.5
GVLU Gotham 1000 Value ETF 3.0 50 -15 8.3 +4.4
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 10 5.4 +1.6
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 20 5.5 +1.7
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 3.0 12 23 3.4 -0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.3 +1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.0 15 20 6.2 +2.4
SIZE iShares MSCI USA Size Factor ETF 3.0 15 20 5.4 +1.6
IWFG IQ Winslow Focused Large Cap Growth ETF 3.0 65 -30 2.2 -1.7
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 2.5 -1.3
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 26 5.5 +1.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 5 3.7 -0.2
PRAY FIS Christian Stock Fund 3.0 69 -34 3.9 +0.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 -4 3.9 +0.0
SPIT F/m Emerald Special Situations ETF 2.9 105 -70 -0.7 -4.6
XJR iShares ESG Screened S&P Small-Cap ETF 2.9 12 23 6.2 +2.3
JEPI JPMorgan Equity Premium Income ETF 2.9 35 0 5.1 +1.3
DSTL Distillate US Fundamental Stability & Value ETF 2.9 39 -4 7.8 +4.0
QLTY GMO U.S. Quality ETF 2.9 50 -15 3.9 +0.1
BFOR ALPS Barron's 400 ETF 2.9 65 -30 5.0 +1.1
BEEX BeeHive ETF 2.9 84 -49 3.7 -0.2
FDLS Inspire Fidelis Multi Factor ETF 2.9 76 -41 3.3 -0.6
CVAR Cultivar ETF 2.9 87 -52 7.2 +3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.8 60 -25 6.0 +2.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.8 15 20 9.0 +5.1
DVND Touchstone Dividend Select ETF 2.8 67 -32 5.2 +1.4
XOEF iShares S&P 500 ex S&P 100 ETF 2.8 20 15 4.7 +0.8
LCF Touchstone US Large Cap Focused ETF 2.8 69 -34 3.6 -0.2
QDIV Global X S&P 500 Quality Dividend ETF 2.8 20 15 7.9 +4.0
VSDA VictoryShares Dividend Accelerator ETF 2.8 35 0 6.5 +2.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.8 12 23 5.6 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.8 10 25 9.0 +5.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.8 20 15 4.5 +0.7
PCGG Polen Capital Global Growth ETF 2.8 85 -50 3.9 +0.1
IJS iShares S&P Small-Cap 600 Value ETF 2.8 18 17 8.9 +5.0
IWO iShares Russell 2000 Growth ETF 2.8 24 11 0.5 -3.4
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -40 5.8 +1.9
BLCR iShares Large Cap Core Active ETF 2.8 36 -1 2.8 -1.0
TMAT Main Thematic Innovation ETF 2.8 164 -129 -1.9 -5.8
PRNT 3D Printing ETF 2.7 66 -31 1.2 -2.6
CAML Congress Large Cap Growth ETF 2.7 66 -31 2.4 -1.5
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -60 2.3 -1.6
FPAG FPA Global Equity ETF 2.7 49 -14 5.8 +2.0
CHRI Global X S&P 500 Christian Values ETF 2.7 29 6 3.9 +0.1
RND First Trust Bloomberg R&D Leaders ETF 2.7 60 -25 2.5 -1.4
ROSC Hartford Multifactor Small Cap ETF 2.7 34 1 7.2 +3.3
VO Vanguard Mid-Cap ETF 2.7 4 31 21.0 +17.2
SWP SWP Growth & Income ETF 2.7 99 -64 4.2 +0.3
NANC Unusual Whales Subversive Democratic Trading ETF 2.6 75 -40 2.9 -0.9
TMFG Motley Fool Global Opportunities ETF 2.6 85 -50 3.7 -0.1
DFLV Dimensional US Large Cap Value ETF 2.6 22 13 6.1 +2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 5.2 +1.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.6 20 15 0.8 -3.1
AVSC Avantis U.S Small Cap Equity ETF 2.6 25 10 4.7 +0.8
FPX First Trust US Equity Opportunities ETF 2.6 61 -26 0.8 -3.1
MFVL Motley Fool Value Factor ETF 2.6 50 -15 5.8 +1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.6 6 29 3.3 -0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.5 15 20 7.2 +3.4
FFOX FundX Future Fund Opportunities ETF 2.5 100 -65 2.5 -1.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.5 3 32 6.4 +2.5
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 -25 8.6 +4.8
VIOO Vanguard S&P Small-Cap 600 ETF 2.5 7 28 6.2 +2.4
FEGE First Eagle Global Equity ETF 2.5 79 -44 6.1 +2.2
DFUV Dimensional US Marketwide Value ETF 2.5 22 13 6.1 +2.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.5 35 0 6.4 +2.5
IJR iShares Core S&P Small Cap ETF 2.5 6 29 6.3 +2.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.5 12 23 3.6 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.5 59 -24 7.6 +3.8
PFM Invesco Dividend Achievers ETF 2.4 53 -18 4.7 +0.8
VALQ American Century U.S. Quality Value ETF 2.4 29 6 7.1 +3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -14 7.9 +4.1
SVAL iShares US Small Cap Value Factor ETF 2.4 20 15 7.3 +3.4
CGDV Capital Group Dividend Value ETF 2.4 33 2 3.8 -0.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.4 35 0 6.1 +2.3
JSML Janus Henderson Small Cap Growth Alpha ETF 2.4 30 5 2.6 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 4.4 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.4 52 -17 8.0 +4.1
ISMD Inspire Small/Mid Cap ETF 2.4 54 -19 5.0 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.4 15 20 3.9 0.0
VTWG Vanguard Russell 2000 Growth ETF 2.3 10 25 0.6 -3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 15 4.0 +0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 20 6.3 +2.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 31 4 5.5 +1.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.3 45 -10 3.5 -0.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 26 4.9 +1.0
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 6 3.8 -0.1
HLAL Wahed FTSE USA Shariah ETF 2.3 50 -15 3.6 -0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 2.3 -1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.2 9 26 3.7 -0.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.2 10 25 3.7 -0.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 29 2.7 -1.1
PEXL Pacer US Export Leaders ETF 2.2 60 -25 3.0 -0.9
AUSF Global X Adaptive U.S. Factor ETF 2.2 27 8 8.1 +4.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.2 15 20 3.7 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 5 7.6 +3.8
BOTZ Global X Robotics & Artificial Intelligence ETF 2.2 69 -34 1.8 -2.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 4.2 +0.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 31 5.2 +1.4
SNSR Global X Internet of Things ETF 2.2 68 -33 3.2 -0.6
IJT iShares S&P Small-Cap 600 Growth ETF 2.2 18 17 3.7 -0.2
ISCB iShares Morningstar Small-Cap ETF 2.2 4 31 5.4 +1.6
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 9 5.1 +1.3
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 6 6.1 +2.3
NUSC Nuveen ESG Small-Cap ETF 2.1 31 4 4.9 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 2.1 42 -7 5.4 +1.6
IWX iShares Russell Top 200 Value ETF 2.1 20 15 5.0 +1.1
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -30 4.9 +1.1
CHGX AXS Change Finance ESG ETF 2.1 49 -14 4.2 +0.4
PRXV Praxis Impact Large Cap Value ETF 2.1 36 -1 5.6 +1.7
MAGA Point Bridge America First ETF 2.1 72 -37 5.2 +1.4
ZIG Acquirers Fund 2.1 84 -49 20.7 +16.9
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 29 7.8 +3.9
STXD Strive 1000 Dividend Growth ETF 2.1 35 0 4.4 +0.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.1 59 -24 4.3 +0.5
JAVA JPMorgan Active Value ETF 2.1 44 -9 5.5 +1.7
FVD First Trust Value Line Dividend Index Fund 2.1 65 -30 5.8 +1.9
TOLL Tema Durable Quality ETF 2.1 75 -40 3.8 -0.0
JPSV JPMorgan Active Small Cap Value ETF 2.1 74 -39 7.5 +3.7
CZA Invesco Zacks Mid-Cap ETF 2.1 72 -37 5.9 +2.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.1 65 -30 5.2 +1.3
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -30 3.4 -0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 -30 1.4 -2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.1 17 18 4.9 +1.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -14 4.5 +0.7
VIG Vanguard Dividend Appreciation ETF 2.0 5 30 4.9 +1.1
DGRO iShares Core Dividend Growth ETF 2.0 8 27 5.5 +1.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 0 4.3 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 15 6.1 +2.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.0 10 25 4.1 +0.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 4.1 +0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.0 20 15 5.8 +1.9
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 22 5.7 +1.8
CSD Invesco S&P Spin-Off ETF 2.0 65 -30 3.5 -0.4
IWR iShares Russell Midcap ETF 2.0 19 16 5.4 +1.5
GVUS Marketbeta Russell 1000 Value Equity ETF 2.0 12 23 5.4 +1.5
VFMF Vanguard U.S. Multifactor ETF 2.0 18 17 6.6 +2.7
XMHQ Invesco S&P MidCap Quality ETF 2.0 25 10 5.9 +2.1
RSSL Global X Russell 2000 ETF 2.0 8 27 2.7 -1.2
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -14 4.5 +0.6
VBK Vanguard Small-Cap Growth ETF 2.0 7 28 1.3 -2.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 -25 3.4 -0.4
FMTM MarketDesk Focused U.S. Momentum ETF 2.0 45 -10 4.6 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 18 4.0 +0.2
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 5.2 +1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -35 2.1 -1.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 15 4.0 +0.1
PBUS Invesco MSCI USA ETF 2.0 4 31 4.2 +0.3
VOE Vanguard Mid-Cap Value ETF 2.0 7 28 6.8 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.0 4 31 5.6 +1.7
VONV Vanguard Russell 1000 Value ETF 1.9 7 28 5.5 +1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -15 8.0 +4.1
IWD iShares Russell 1000 Value ETF 1.9 19 16 5.4 +1.5
IWM iShares Russell 2000 ETF 1.9 19 16 2.6 -1.2
SUSA iShares MSCI USA ESG Select ETF 1.9 25 10 4.0 +0.1
WCEO Hypatia Women CEO ETF 1.9 85 -50 4.7 +0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 11 5.9 +2.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -7 4.0 +0.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.9 4 31 5.7 +1.8
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -20 3.6 -0.2
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.3 +0.4
STXK Strive Small-Cap ETF 1.9 18 17 5.2 +1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.9 75 -40 6.1 +2.2
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.3 -0.5
VOOV Vanguard S&P 500 Value ETF 1.9 7 28 5.6 +1.8
IVE iShares S&P 500 Value ETF 1.9 18 17 5.5 +1.7
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 18 6.4 +2.6
FSMD Fidelity Small-Mid Multifactor ETF 1.9 15 20 6.5 +2.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 10 6.1 +2.3
OPTZ Optimize Strategy Index ETF 1.8 50 -15 3.4 -0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.3 +0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 20 4.2 +0.3
DFSV Dimensional US Small Cap Value ETF 1.8 31 4 8.8 +5.0
IUSV iShares Core S&P US Value ETF 1.8 4 31 5.8 +1.9
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 7.9 +4.0
VB Vanguard Small-Cap ETF 1.8 5 30 5.2 +1.4
JGLO JPMorgan Global Select Equity ETF 1.8 33 2 4.3 +0.5
ACVF American Conservative Values ETF 1.8 75 -40 3.7 -0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.8 29 6 6.4 +2.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.2 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.8 4 31 4.4 +0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 3 3.9 +0.1
VUSV Vanguard Wellington U.S. Value Active ETF 1.8 30 5 5.7 +1.9
MGV Vanguard Mega Cap Value ETF 1.8 7 28 5.4 +1.5
KRMA Global X Conscious Companies ETF 1.8 43 -8 5.1 +1.2
DUSA Davis Select U.S. Equity ETF 1.8 61 -26 7.0 +3.1
STXM Strive Mid-Cap ETF 1.8 18 17 5.8 +2.0
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 17 4.4 +0.5
VTWO Vanguard Russell 2000 ETF 1.8 7 28 2.8 -1.1
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 26 4.1 +0.3
STXV Strive 1000 Value ETF 1.7 18 17 6.8 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 20 3.0 -0.9
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -13 3.8 -0.0
BUL Pacer US Cash Cows Growth ETF 1.7 60 -25 3.4 -0.5
DFAS Dimensional U.S. Small Cap ETF 1.7 26 9 5.6 +1.7
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -34 3.7 -0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.7 48 -13 5.6 +1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.7 19 16 4.7 +0.9
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 26 4.0 +0.1
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 15 7.3 +3.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -60 -0.5 -4.4
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 20 3.9 +0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 -29 1.3 -2.6
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 -7 3.5 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 15 3.1 -0.8
GSPY Gotham Enhanced 500 ETF 1.7 50 -15 4.4 +0.5
TOPC iShares S&P 500 3% Capped ETF 1.7 15 20 4.4 +0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 28 5.3 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -24 3.4 -0.4
PTL Inspire 500 ETF 1.7 9 26 4.4 +0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.7 4 31 5.6 +1.8
VBR Vanguard Small Cap Value ETF 1.7 7 28 7.9 +4.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.7 24 11 7.1 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 17 6.9 +3.0
IUS Invesco RAFI Strategic US ETF 1.7 19 16 5.6 +1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.6 49 -14 8.0 +4.2
JHML John Hancock Multifactor Large Cap ETF 1.6 29 6 4.5 +0.6
VTV Vanguard Value ETF 1.6 4 31 5.8 +2.0
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 22 5.5 +1.7
NULC Nuveen ESG Large-Cap ETF 1.6 21 14 3.9 +0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -32 8.7 +4.8
ARKG ARK Genomic Revolution ETF 1.6 75 -40 -1.3 -5.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.6 31 4 1.8 -2.1
PAWZ ProShares Pet Care ETF 1.6 50 -15 4.4 +0.5
FIW First Trust Water ETF 1.6 53 -18 5.1 +1.3
DWLD Davis Select Worldwide ETF 1.6 63 -28 6.7 +2.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 4.9 +1.1
YLDE ClearBridge Dividend Strategy ESG ETF 1.6 60 -25 5.2 +1.4
GQI Natixis Gateway Quality Income ETF 1.6 34 1 4.6 +0.7
FESM Fidelity Enhanced Small Cap ETF 1.6 28 7 2.3 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 10 4.9 +1.0
ABEQ Absolute Select Value ETF 1.6 85 -50 4.5 +0.6
DIVS SmartETFs Dividend Builder ETF 1.6 65 -30 4.5 +0.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.6 27 8 6.5 +2.7
UDI USCF Dividend Income Fund 1.6 65 -30 6.6 +2.8
ASLV Allspring Special Large Value ETF 1.6 35 0 5.2 +1.4
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -23 5.8 +1.9
DIVL Madison Dividend Value ETF 1.6 65 -30 4.8 +1.0
MAVF Matrix Advisors Value ETF 1.6 75 -40 4.8 +1.0
RVRB Reverb ETF 1.6 30 5 3.8 -0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 23 5.9 +2.1
HDV iShares Core High Dividend ETF 1.6 8 27 29.9 +26.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 15 6.0 +2.1
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 6.8 +2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 -4 7.4 +3.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 7 4.9 +1.1
IWS iShares Russell Mid-Cap Value ETF 1.6 23 12 6.0 +2.2
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -7 6.0 +2.2
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 -15 5.1 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.5 59 -24 4.9 +1.1
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -17 6.6 +2.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 26 4.0 +0.2
XVV iShares ESG Screened S&P 500 ETF 1.5 8 27 4.1 +0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.5 12 23 6.2 +2.3
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 3.6 -0.3
FELV Fidelity Enhanced Large Cap Value ETF 1.5 18 17 5.6 +1.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.5 15 20 5.0 +1.2
SSPY Syntax Stratified LargeCap ETF 1.5 30 5 6.0 +2.2
DEMZ Democratic Large Cap Core ETF 1.5 45 -10 3.8 -0.0
SEMG Suncoast Select Growth ETF 1.5 60 -25 3.8 -0.1
KAT Scharf ETF 1.5 87 -52 6.2 +2.4
GKAT Scharf Global Opportunity ETF 1.5 57 -22 5.8 +1.9
VDIG Vanguard Wellington Dividend Growth Active ETF 1.5 40 -5 4.5 +0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 10 7.4 +3.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.5 60 -25 4.6 +0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 10 4.1 +0.3
BIBL Inspire 100 ETF 1.5 35 0 4.2 +0.3
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.0 +4.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 3.5 -0.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.5 70 -35 4.0 +0.2
DVGR DAC 3D Dividend Growth ETF 1.5 65 -30 4.7 +0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 4.0 +0.2
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 17 4.6 +0.8
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -25 7.9 +4.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -26 5.4 +1.5
MDY SPDR S&P Midcap 400 ETF Trust 1.5 23 12 5.9 +2.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 15 4.0 +0.1
VXF Vanguard Extended Market ETF 1.5 5 30 3.7 -0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.5 3 32 4.3 +0.5
IGPT Invesco AI and Next Gen Software ETF 1.5 60 -25 2.4 -1.5
FDG American Century Focused Dynamic Growth ETF 1.5 45 -10 1.7 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 2.7 -1.2
MBCC Monarch Blue Chips Core ETF 1.5 125 -90 3.6 -0.2
CGGR Capital Group Growth ETF 1.5 39 -4 2.6 -1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 -5 3.0 -0.9
LOUP Innovator Deepwater Frontier Tech ETF 1.5 70 -35 0.8 -3.1
AGIQ Sofi Agentic AI ETF 1.5 69 -34 6.8 +3.0
QQQ Invesco QQQ Trust Series I 1.5 20 15 3.2 -0.7
EVUS iShares ESG Aware MSCI USA Value ETF 1.5 18 17 5.6 +1.7
QQQM Invesco NASDAQ 100 ETF 1.5 15 20 3.2 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -14 3.6 -0.2
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 7 8.6 +4.8
SPHB Invesco S&P 500 High Beta ETF 1.5 25 10 3.6 -0.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.5 20 15 7.3 +3.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 0 6.6 +2.7
HDUS Hartford Disciplined US Equity ETF 1.5 19 16 4.7 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 33 4.1 +0.3
APUE ActivePassive U.S. Equity ETF 1.4 45 -10 3.9 +0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.4 65 -30 3.5 -0.3
VTI Vanguard Total Stock Market ETF 1.4 3 32 4.1 +0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 6.7 +2.8
OALC OneAscent Large Cap Core ETF 1.4 86 -51 3.4 -0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 35 4.1 +0.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 33 4.2 +0.3
VTHR Vanguard Russell 3000 ETF 1.4 7 28 4.1 +0.3
SPY SPDR S&P 500 ETF 1.4 9 26 4.1 +0.3
CZAR Themes Natural Monopoly ETF 1.4 35 0 5.4 +1.6
VOO Vanguard S&P 500 ETF 1.4 3 32 4.2 +0.3
XT iShares Exponential Technologies ETF 1.4 46 -11 3.8 -0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 28 4.1 +0.2
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 25 4.3 +0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 24 4.1 +0.3
VOTE TCW Transform 500 ETF 1.4 5 30 4.1 +0.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 32 6.1 +2.2
VONE Vanguard Russell 1000 ETF 1.4 7 28 4.2 +0.4
IWV iShares Russell 3000 ETF 1.4 20 15 4.0 +0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.4 29 6 6.7 +2.8
PJP Invesco Pharmaceuticals ETF 1.4 57 -22 7.0 +3.1
SCHD Schwab US Dividend Equity ETF 1.4 6 29 8.0 +4.2
DIVN Horizon Dividend Income ETF 1.4 70 -35 6.6 +2.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 28 6.0 +2.2
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -30 2.3 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 32 4.1 +0.3
ILCG iShares Morningstar Growth ETF 1.4 4 31 3.0 -0.8
IVV iShares Core S&P 500 ETF 1.4 3 32 4.2 +0.4
IJH iShares Core S&P Mid-Cap ETF 1.4 5 30 6.1 +2.2
VV Vanguard Large-Cap ETF 1.4 4 31 4.1 +0.2
DFUS Dimensional U.S. Equity ETF 1.4 9 26 4.1 +0.2
IWB iShares Russell 1000 ETF 1.4 15 20 4.1 +0.3
IWC iShares Micro-Cap ETF 1.4 60 -25 -1.4 -5.2
GXLC Global X U.S. 500 ETF 1.4 2 33 4.1 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.4 80 -45 6.0 +2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -40 4.8 +0.9
AGQI First Trust Active Global Quality Income ETF 1.4 85 -50 6.5 +2.6
EQL Alps Equal Sector Weight ETF 1.4 25 10 5.1 +1.2
IYY iShares Dow Jones U.S. ETF 1.4 20 15 4.1 +0.2
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -20 4.1 +0.2
IPO Renaissance IPO ETF 1.4 60 -25 1.6 -2.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 18 4.7 +0.8
DGT State Street SPDR Global Dow ETF 1.4 50 -15 5.7 +1.8
SCHB Schwab U.S. Broad Market ETF 1.3 3 32 4.2 +0.4
STRV Strive 500 ETF 1.3 5 30 4.1 +0.2
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 32 4.1 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 1 5.6 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 26 4.3 +0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 -1 4.1 +0.2
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 7 2.8 -1.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.3 14 21 3.9 0.0
DXUV Dimensional US Vector Equity ETF 1.3 28 7 5.2 +1.4
SMMD iShares Russell 2500 ETF 1.3 15 20 5.5 +1.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 6 7.1 +3.2
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 17 3.9 +0.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -14 6.3 +2.5
SCHK Schwab 1000 Index ETF 1.3 5 30 4.2 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -8 3.6 -0.3
SCHX Schwab U.S. Large-Cap ETF 1.3 3 32 4.2 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.0 +1.1
VUG Vanguard Growth ETF 1.3 4 31 20.2 +16.3
OEI Optimized Equity Income ETF 1.3 75 -40 3.6 -0.3
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -54 4.3 +0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 23 3.4 -0.5
VYM Vanguard High Dividend Yield Index ETF 1.3 6 29 6.0 +2.2
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 -1 3.1 -0.8
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 13 4.1 +0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.3 75 -40 4.0 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 15 4.2 +0.3
WSML iShares MSCI World Small-Cap ETF 1.3 15 20 5.4 +1.5
STXG Strive 1000 Growth ETF 1.3 18 17 3.2 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 6.1 +2.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -25 6.2 +2.4
AIEQ AI Powered Equity ETF 1.3 75 -40 3.6 -0.2
DFAU Dimensional US Core Equity Market ETF 1.3 12 23 4.3 +0.4
AVSU Avantis Responsible U.S. Equity ETF 1.3 15 20 4.9 +1.0
ILCV iShares Morningstar Value ETF 1.2 4 31 5.3 +1.5
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 -30 3.4 -0.5
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 20 4.1 +0.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 15 4.2 +0.4
IWL iShares Russell Top 200 ETF 1.2 15 20 3.9 0.0
RAUS RACWI US ETF 1.2 15 20 4.1 +0.3
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 25 3.8 -0.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 5.7 +1.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -40 0.9 -3.0
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 29 7.0 +3.1
GPT Intelligent Alpha Atlas ETF 1.2 69 -34 6.1 +2.3
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -30 7.0 +3.1
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 -19 9.7 +5.9
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 31 5.8 +1.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.2 35 0 6.2 +2.4
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.7 +1.9
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 23 4.9 +1.1
DCOR Dimensional US Core Equity 1 ETF 1.2 14 21 4.6 +0.7
SFY SoFi Select 500 ETF 1.2 0 35 3.7 -0.1
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 9 2.8 -1.0
RGEF Rockefeller Global Equity ETF 1.2 55 -20 3.8 -0.0
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -50 5.2 +1.4
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -44 3.3 -0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 10 7.7 +3.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -45 5.5 +1.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.2 30 5 3.8 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.2 14 21 4.1 +0.3
SPMO Invesco S&P 500 Momentum ETF 1.2 13 22 3.0 -0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -4 7.4 +3.5
BLES Inspire Global Hope ETF 1.1 61 -26 5.7 +1.9
MGC Vanguard Mega Cap ETF 1.1 7 28 3.9 +0.0
USEW Cambria US EW ETF 1.1 30 5 4.1 +0.3
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 4.5 +0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 27 4.4 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -15 6.3 +2.4
XLG Invesco S&P 500 Top 50 ETF 1.1 20 15 3.6 -0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 4.1 +0.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -14 7.3 +3.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 7.2 +3.3
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 0 3.3 -0.6
SRHQ SRH U.S. Quality ETF 1.1 35 0 6.2 +2.4
AVUS Avantis U.S. Equity ETF 1.1 15 20 4.7 +0.9
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 17 3.0 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 26 4.4 +0.5
USMV iShares MSCI USA Min Vol Factor ETF 1.1 15 20 5.3 +1.5
EPS WisdomTree U.S. LargeCap Fund 1.1 8 27 4.7 +0.8
DFVX Dimensional US Large Cap Vector ETF 1.1 22 13 5.3 +1.4
IQM Franklin Intelligent Machines ETF 1.1 50 -15 1.1 -2.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 -3 6.9 +3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 0 6.9 +3.1
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 31 3.1 -0.8
VOOG Vanguard S&P 500 Growth ETF 1.1 7 28 18.4 +14.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 30 7.2 +3.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 31 3.0 -0.8
TOK iShares MSCI Kokusai ETF 1.0 26 9 4.3 +0.4
LRGF iShares U.S. Equity Factor ETF 1.0 8 27 4.6 +0.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -14 3.7 -0.2
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -20 10.9 +7.0
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -35 9.7 +5.9
IVW iShares S&P 500 Growth ETF 1.0 18 17 2.9 -1.0
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 5.0 +1.1
MGK Vanguard Mega Cap Growth ETF 1.0 7 28 16.8 +13.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 31 3.3 -0.5
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 10 8.0 +4.1
TMFC Motley Fool 100 Index ETF 1.0 50 -15 3.0 -0.9
IWN iShares Russell 2000 Value ETF 1.0 24 11 4.8 +0.9
URTH iShares MSCI World ETF 1.0 24 11 4.3 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 10 6.1 +2.3
GEW Cambria Global EW ETF 1.0 29 6 5.4 +1.6
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 6.9 +3.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 14 2.9 -1.0
STOX Horizon Core Equity ETF 1.0 70 -35 3.6 -0.3
SFTY Horizon Managed Risk ETF 1.0 77 -42 3.5 -0.4
OSCV Opus Small Cap Value ETF 1.0 79 -44 5.9 +2.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 5 4.0 +0.2
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.0 +6.2
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -14 4.8 +1.0
GURU Global X Guru Index ETF 1.0 75 -40 2.4 -1.4
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 5 5.2 +1.4
VONG Vanguard Russell 1000 Growth ETF 0.9 7 28 3.5 -0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -24 1.8 -2.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.9 7 28 4.4 +0.5
NUDV Nuveen ESG Dividend ETF 0.9 26 9 6.1 +2.2
ULVM VictoryShares US Value Momentum ETF 0.9 20 15 6.1 +2.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 20 4.6 +0.7
LOWV AB US Low Volatility Equity ETF 0.9 48 -13 4.3 +0.5
AVUQ Avantis U.S. Quality ETF 0.9 15 20 3.6 -0.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 10 6.2 +2.3
IWF iShares Russell 1000 Growth ETF 0.9 19 16 14.2 +10.4
FBOT Fidelity Disruptive Automation ETF 0.9 50 -15 2.9 -1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 20 5.1 +1.2
FDLO Fidelity Low Volatility Factor ETF 0.9 15 20 4.8 +1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 16 5.0 +1.2
RNIN Bushido Capital US SMID Cap Equity ETF 0.9 70 -35 10.6 +6.8
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 -3 3.9 0.0
FFND Future Fund Active ETF 0.9 100 -65 4.3 +0.5
QTOP iShares Nasdaq Top 30 Stocks ETF 0.9 20 15 2.7 -1.1
VT Vanguard Total World Stock ETF 0.9 6 29 5.0 +1.2
RCGE RockCreek Global Equality ETF 0.9 95 -60 6.2 +2.3
OEF iShares S&P 100 ETF 0.9 20 15 3.8 -0.1
ACWI iShares MSCI ACWI ETF 0.9 32 3 4.6 +0.8
AQLT iShares MSCI Global Quality Factor ETF 0.9 18 17 0.0 -3.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 10 5.5 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 26 4.9 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.8 60 -25 5.9 +2.0
TAX Cambria Tax Aware ETF 0.8 49 -14 4.1 +0.2
FFOG Franklin Focused Growth ETF 0.8 61 -26 1.6 -2.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -25 4.4 +0.6
IBOT Vaneck Robotics ETF 0.8 47 -12 3.2 -0.6
MFIG Motley Fool Innovative Growth Factor ETF 0.8 50 -15 2.7 -1.1
VAMO Cambria Value & Momentum ETF 0.8 61 -26 5.3 +1.4
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -14 7.7 +3.9
ITEQ BlueStar Israel Technology ETF 0.8 75 -40 1.1 -2.8
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 25 4.2 +0.3
DSI iShares MSCI KLD 400 Social ETF 0.8 25 10 4.1 +0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 7 5.4 +1.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 20 7.9 +4.1
SMOX Horizon Small/Mid Cap Core Equity ETF 0.8 75 -40 5.3 +1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 17 7.9 +4.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 25 8.0 +4.2
CGDG Capital Group Dividend Growers ETF 0.7 47 -12 5.2 +1.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -25 -0.9 -4.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.7 +0.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 -8 4.9 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 23 3.3 -0.5
ROE Astoria US Quality Kings ETF 0.7 49 -14 5.3 +1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 6 5.6 +1.7
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 7 5.7 +1.8
ROUS Hartford Multifactor US Equity ETF 0.7 19 16 5.3 +1.5
JGRO JPMorgan Active Growth ETF 0.7 44 -9 2.4 -1.4
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 10 4.5 +0.7
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -15 3.7 -0.2
YNOT Horizon Digital Frontier ETF 0.7 75 -40 2.5 -1.3
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -55 3.1 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 -4 7.8 +3.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -40 3.1 -0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -45 3.6 -0.2
DARP Grizzle Growth ETF 0.7 75 -40 1.6 -2.2
CGUS Capital Group Core Equity ETF 0.7 33 2 3.6 -0.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 15 5.7 +1.9
IWY iShares Russell Top 200 Growth ETF 0.7 20 15 3.5 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 25 3.6 -0.2
PY Principal Value ETF 0.7 15 20 7.0 +3.2
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 20 4.4 +0.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 -5 3.7 -0.2
FMDE Fidelity Enhanced Mid Cap ETF 0.6 23 12 5.4 +1.5
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -50 3.6 -0.2
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 23 6.7 +2.9
DIVB iShares Core Dividend ETF 0.6 5 30 6.9 +3.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 25 4.2 +0.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 9.0 +5.2
WRND IQ Global Equity R&D Leaders ETF 0.6 18 17 4.0 +0.2
TTAC FCF US Quality ETF 0.6 59 -24 5.6 +1.7
FDMO Fidelity Momentum Factor ETF 0.6 15 20 2.5 -1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 23 4.4 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 8.1 +4.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.6 59 -24 8.5 +4.6
EBI Longview Advantage ETF 0.6 35 0 5.9 +2.1
VLUE iShares MSCI USA Value Factor ETF 0.6 15 20 6.2 +2.3
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 22 1.7 -2.2
DUHP Dimensional US High Profitability ETF 0.5 21 14 5.2 +1.3
GLOF iShares Global Equity Factor ETF 0.5 20 15 5.6 +1.7
FITE State Street SPDR S&P Kensho Future Security ETF 0.5 45 -10 1.0 -2.8
GK AdvisorShares Gerber Kawasaki ETF 0.5 75 -40 1.4 -2.5
SFGV Sequoia Global Value ETF 0.5 23 12 7.1 +3.3
FDWM Fidelity Women's Leadership ETF 0.5 59 -24 3.8 -0.0
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.2 +3.4
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 5.7 +1.9
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -24 2.1 -1.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -14 5.0 +1.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -38 9.9 +6.1
MOO VanEck Agribusiness ETF 0.5 53 -18 9.2 +5.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 -3 9.1 +5.3
FQAL Fidelity Quality Factor ETF 0.5 15 20 4.8 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 17 4.3 +0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -25 6.6 +2.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -25 9.3 +5.5
REVS Columbia Research Enhanced Value ETF 0.4 19 16 6.6 +2.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.4 25 10 11.1 +7.3
IOO iShares Global 100 ETF 0.4 41 -6 3.8 -0.1
JHDV John Hancock U.S. High Dividend ETF 0.4 34 1 5.9 +2.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -10 6.8 +2.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 -2 5.4 +1.5
RECS Columbia Research Enhanced Core ETF 0.4 15 20 5.3 +1.4
QDF FlexShares Quality Dividend Index Fund 0.4 37 -2 5.3 +1.5
WTV WisdomTree US Value ETF 0.4 12 23 7.7 +3.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 0 4.9 +1.0
RPV Invesco S&P 500 Pure Value ETF 0.3 35 0 8.8 +4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -30 4.5 +0.7
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.6 +1.8
EQIN Columbia US Equity Income ETF 0.3 35 0 6.1 +2.3
MEDX Horizon Kinetics Medical ETF 0.3 85 -50 1.5 -2.4
ISRA VanEck Israel ETF 0.3 59 -24 5.9 +2.0
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.6 -0.3
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.4 +3.5
FFF Founders 100 ETF 0.3 75 -40 2.4 -1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.3 15 20 7.7 +3.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 10 7.4 +3.5
WSGE Warren Street Global Equity ETF 0.2 80 -45 2.9 -1.0
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 7.1 +3.2
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -33 2.7 -1.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 -12 7.7 +3.9
HELX Franklin Genomic Advancements ETF 0.2 50 -15 -1.4 -5.2
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -20 5.0 +1.1
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 -15 4.3 +0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 17 5.1 +1.3
ABLS Abacus FCF Small Cap Leaders ETF 0.2 59 -24 4.5 +0.7
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.0 +1.2
IBB iShares Biotechnology ETF 0.2 45 -10 -0.5 -4.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.3 -3.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 8.6 +4.7
TEXN iShares Texas Equity ETF 0.1 20 15 4.9 +1.1
MFMO Motley Fool Momentum Factor ETF 0.1 50 -15 2.0 -1.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 17 3.3 -0.6
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 8.1 +4.3
MGMT Ballast Small/Mid Cap ETF 0.0 110 -75 7.5 +3.6
VEGN US Vegan Climate ETF 0.0 60 -25 3.3 -0.6

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 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.9 %
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.