SPDR S&P Health Care Equipment ETF
ALTAR
Score™		 3.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 28.4x P/Sales
ratio		 2.2x
P/BV
ratio		 2.1x Div.
yield		 0.9%


  • 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) $158
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 62
Wgt avg mkt cap (mns) $24,433
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 3.0 %
ALPHATEC HOLDINGS INC 2.4 %
IDEXX LABORATORIES INC 2.4 %
CRYOLIFE INC 2.2 %
RESMED INC 2.2 %
BECTON DICKINSON AND CO 2.1 %
LEMAITRE VASCULAR INC 2.1 %
IRHYTHM TECHNOLOGIES, INC. 2.1 %
ATRICURE INC 2.0 %
HOLOGIC INC 2.0 %
Total 22.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.2 %
IRELAND 3.7 %
BRITAIN 3.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-13.9% -10.6% -4.3% 5.3% 8.8%

Market Correlations
versus... Beta R-squared
S&P500 1.07 60%
MSCI EAFE 0.91 49%
MSCI Emg. Mkts. 0.67 28%

Technical Indicators
Recent close $81.88
30d moving avg. $78.91
Annualized volatility 21.2%
Short interest (ETF) 2.3%
Short interest (Underlying) 5.3%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 14
Turnover 0.7%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $4,516

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 680 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™: 3.6%


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
(%)
MDEV First Trust Indxx Medical Devices ETF 39.6 70 -35 4.5 +0.9
IHI iShares U.S. Medical Devices ETF 39.4 40 -5 3.9 +0.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 33.6 68 -33 2.4 -1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 31.3 40 -5 8.2 +4.6
FXH First Trust Health Care AlphaDEX Fund 23.6 62 -27 8.6 +5.0
PSCH Invesco S&P SmallCap Health Care ETF 22.3 29 6 4.4 +0.8
FMED Fidelity Disruptive Medicine ETF 21.2 50 -15 -1.1 -4.7
HEAL Global X HealthTech ETF 20.5 50 -15 -0.7 -4.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 20.3 65 -30 1.1 -2.5
VHT Vanguard Health Care ETF 18.2 9 26 6.2 +2.6
BMED Future Health ETF 18.2 85 -50 0.5 -3.1
IYH iShares U.S. Healthcare ETF 18.1 40 -5 7.1 +3.5
XLV Health Care Select Sector SPDR Fund 17.7 8 27 7.8 +4.2
FHLC Fidelity MSCI Health Care Index ETF 17.3 8 27 6.4 +2.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 16.0 60 -25 7.4 +3.8
FDHT Fidelity Digital Health ETF 15.8 39 -4 0.9 -2.7
AGNG Global X Aging Population ETF 15.7 50 -15 4.9 +1.3
IXJ iShares Global Healthcare ETF 15.0 42 -7 7.3 +3.7
MEDI Harbor Health Care ETF 14.8 80 -45 -1.4 -5.0
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 12.8 75 -40 1.4 -2.2
LFSC F/m Emerald Life Sciences Innovation ETF 12.7 79 -44 0.0 -3.6
ANEW ProShares MSCI Transformational Changes ETF 11.8 45 -10 6.1 +2.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.4 60 -25 -2.6 -6.2
GDOC Goldman Sachs Future Health Care Equity ETF 11.3 75 -40 2.8 -0.8
PINK Simplify Health Care ETF 10.2 50 -15 1.0 -2.6
USRD Themes US R&D Champions ETF 9.8 29 6 4.5 +0.9
HART IQ Healthy Hearts ETF 9.2 45 -10 6.6 +3.0
HKND Humankind US Stock ETF 9.1 11 24 7.1 +3.5
CSMD Congress SMid Growth ETF 8.7 69 -34 3.9 +0.3
DTEC ALPS Disruptive Technologies ETF 8.5 50 -15 3.9 +0.3
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 -15 5.6 +2.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.3 60 -25 4.6 +1.0
RUNN Running Oak Efficient Growth ETF 7.2 58 -23 4.9 +1.3
QQQS Invesco NASDAQ Future Gen 200 ETF 7.1 20 15 -4.2 -7.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.1 25 10 5.4 +1.8
SPLV Invesco S&P 500 Low Volatility ETF 7.1 25 10 5.3 +1.7
MNTL Tema Neuroscience and Mental Health ETF 7.1 75 -40 -1.0 -4.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.8 15 20 4.2 +0.6
MID American Century Mid Cap Growth Impact ETF 6.8 45 -10 3.1 -0.5
QGRO American Century U.S. Quality Growth ETF 6.6 29 6 3.5 -0.1
FLV American Century Focused Large Cap Value ETF 6.1 42 -7 6.5 +2.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.1 38 -3 6.2 +2.6
TMFS Motley Fool Small-Cap Growth ETF 5.9 85 -50 3.6 +0.0
SMOT VanEck Morningstar SMID Moat ETF 5.8 49 -14 6.4 +2.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.7 60 -25 3.9 +0.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.7 55 -20 4.6 +1.0
GGRW Gabelli Growth Innovators ETF 5.6 90 -55 2.3 -1.3
BLCV iShares Large Cap Value Active ETF 5.6 53 -18 7.3 +3.7
LVOL American Century Low Volatility ETF 5.5 29 6 4.9 +1.3
TMDV ProShares Russell US Dividend Growers ETF 5.4 35 0 6.4 +2.8
SPMV Invesco S&P 500 Minimum Variance ETF 5.3 10 25 5.4 +1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 5.3 35 0 4.0 +0.5
REVS Columbia Research Enhanced Value ETF 5.3 19 16 7.5 +4.0
SQLV Royce Quant Small-Cap Quality Value ETF 5.3 60 -25 9.2 +5.6
VOT Vanguard Mid-Cap Growth ETF 5.2 7 28 3.5 -0.1
XSMO Invesco S&P SmallCap Momentum ETF 5.2 39 -4 5.5 +1.9
AGRW Allspring LT Large Growth ETF 5.1 35 0 3.5 -0.1
GINN Goldman Sachs Innovate Equity ETF 5.1 52 -17 3.7 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 5.0 90 -55 4.0 +0.4
CGDV Capital Group Dividend Value ETF 4.8 33 2 4.5 +0.9
BKWO BNY Mellon Women's Opportunities ETF 4.8 50 -15 3.6 -0.0
HLAL Wahed FTSE USA Shariah ETF 4.7 50 -15 4.7 +1.1
RND First Trust Bloomberg R&D Leaders ETF 4.6 60 -25 3.6 +0.0
PSC Principal U.S. Small-Cap ETF 4.5 38 -3 6.8 +3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 4.5 30 5 7.8 +4.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.5 10 25 5.1 +1.5
NANC Unusual Whales Subversive Democratic Trading ETF 4.4 75 -40 3.7 +0.1
IWP iShares Russell Mid-Cap Growth ETF 4.4 23 12 3.4 -0.2
IJT iShares S&P Small-Cap 600 Growth ETF 4.4 18 17 5.4 +1.8
TOLL Tema Monopolies and Oligopolies ETF 4.4 75 -40 5.1 +1.5
MODL VictoryShares WestEnd U.S. Sector ETF 4.4 42 -7 4.6 +1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 0 6.1 +2.5
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 20 5.3 +1.7
NIXT Research Affiliates Deletions ETF 4.3 9 26 8.7 +5.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.3 20 15 4.6 +1.0
ETHO Etho Climate Leadership U.S. ETF 4.3 47 -12 5.3 +1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 4.2 6 29 3.9 +0.4
BIBL Inspire 100 ETF 4.2 35 0 5.1 +1.5
SLYG SPDR S&P 600 Small Cap Growth ETF 4.2 15 20 5.5 +1.9
KOMP SPDR S&P Kensho New Economies Composite ETF 4.2 20 15 2.5 -1.1
CATH Global X S&P 500 Catholic Values Custom ETF 4.2 29 6 4.6 +1.0
ESIX SPDR S&P SmallCap 600 ESG ETF 4.2 12 23 7.9 +4.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.2 10 25 5.6 +2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 0 4.2 +0.6
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 20 6.7 +3.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -23 4.2 +0.6
PSET Principal Quality ETF 4.0 15 20 5.3 +1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 4.0 71 -36 0.5 -3.1
LCF Touchstone US Large Cap Focused ETF 4.0 69 -34 4.2 +0.6
ROBO ROBO Global Robotics & Automation Index ETF 4.0 95 -60 3.4 -0.2
RJMG FT Raymond James Multicap Growth Equity ETF 3.9 85 -50 2.0 -1.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.9 45 -10 4.4 +0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.9 70 -35 4.7 +1.2
OCFS Otter Creek Focus Strategy ETF 3.9 85 -50 4.0 +0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.9 60 -25 4.8 +1.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 -14 3.8 +0.2
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 -5 5.3 +1.7
ABEQ Absolute Select Value ETF 3.9 85 -50 4.7 +1.1
MOAT VanEck Morningstar Wide Moat ETF 3.9 46 -11 5.7 +2.1
MOTE VanEck Morningstar ESG Moat ETF 3.9 49 -14 6.0 +2.4
MVAL VanEck Morningstar Wide Moat Value ETF 3.9 49 -14 6.5 +2.9
CRTC Xtrackers US National Critical Technologies ETF 3.9 35 0 4.8 +1.2
DANA Dana Unconstrained Equity ETF 3.9 50 -15 2.9 -0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -24 2.7 -0.9
VALQ American Century U.S. Quality Value ETF 3.8 29 6 7.7 +4.1
CWS AdvisorShares Focused Equity ETF 3.8 84 -49 5.1 +1.5
IPDP Dividend Performers ETF 3.8 122 -87 5.1 +1.5
JGRW Jensen Quality Growth ETF 3.8 57 -22 4.5 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 4 6.9 +3.3
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 0 7.0 +3.4
CVAR Cultivar ETF 3.7 87 -52 6.8 +3.2
DVND Touchstone Dividend Select ETF 3.7 67 -32 5.6 +2.0
BUL Pacer US Cash Cows Growth ETF 3.7 60 -25 6.6 +3.0
SWP SWP Growth & Income ETF 3.7 99 -64 4.1 +0.5
CAML Congress Large Cap Growth ETF 3.7 66 -31 3.4 -0.2
PTL Inspire 500 ETF 3.7 9 26 5.2 +1.6
MTUM iShares MSCI USA Momentum Factor ETF 3.7 15 20 3.5 -0.1
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 4.8 +1.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.7 59 -24 5.8 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.7 35 0 5.9 +2.3
HAPS Harbor Human Capital Factor US Small Cap ETF 3.6 60 -25 3.9 +0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.6 40 -5 5.8 +2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.6 9 26 6.1 +2.5
SAMT Strategas Macro Thematic Opportunities ETF 3.6 65 -30 2.8 -0.8
QLTY GMO U.S. Quality ETF 3.6 50 -15 4.7 +1.1
GRNY Fundstrat Granny Shots US Large Cap ETF 3.6 75 -40 2.6 -1.0
IWFG IQ Winslow Focused Large Cap Growth ETF 3.6 65 -30 2.9 -0.7
AVMC Avantis U.S. Mid Cap Equity ETF 3.6 18 17 6.8 +3.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -17 5.5 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -23 5.4 +1.9
IWX iShares Russell Top 200 Value ETF 3.6 20 15 6.2 +2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 3.6 12 23 6.5 +2.9
XJR iShares ESG Screened S&P Small-Cap ETF 3.6 12 23 7.3 +3.7
PRAY FIS Christian Stock Fund 3.6 69 -34 5.1 +1.5
GURU Global X Guru Index ETF 3.6 75 -40 3.0 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.5 9 26 5.5 +1.9
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -65 4.6 +1.0
ULVM VictoryShares US Value Momentum ETF 3.5 20 15 7.3 +3.7
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 15 6.5 +3.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.5 15 20 4.7 +1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 10 7.8 +4.2
DFUV Dimensional US Marketwide Value ETF 3.5 22 13 7.5 +3.9
IWO iShares Russell 2000 Growth ETF 3.5 24 11 1.3 -2.3
FDWM Fidelity Women's Leadership ETF 3.5 59 -24 4.8 +1.2
VO Vanguard Mid-Cap ETF 3.5 4 31 5.7 +2.1
FEGE First Eagle Global Equity ETF 3.5 79 -44 7.0 +3.4
DIVL Madison Dividend Value ETF 3.5 65 -30 5.8 +2.2
MAVF Matrix Advisors Value ETF 3.4 75 -40 5.7 +2.1
DFLV Dimensional US Large Cap Value ETF 3.4 22 13 7.7 +4.1
VTWG Vanguard Russell 2000 Growth ETF 3.4 10 25 1.4 -2.2
JEPI JPMorgan Equity Premium Income ETF 3.4 35 0 5.6 +2.0
LRGE ClearBridge Large Cap Growth ESG ETF 3.4 59 -24 3.9 +0.3
SIZE iShares MSCI USA Size Factor ETF 3.4 15 20 6.0 +2.4
SMAP Amplify Small-Mid Cap Equity ETF 3.4 60 -25 5.5 +1.9
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 26 6.1 +2.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 20 7.5 +3.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.4 75 -40 4.9 +1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.4 35 0 5.3 +1.7
IJR iShares Core S&P Small Cap ETF 3.4 6 29 7.6 +4.0
IMCB iShares Morningstar Mid-Cap ETF 3.4 4 31 6.0 +2.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.4 39 -4 3.6 +0.0
BELT iShares Long-Term U.S. Equity Active ETF 3.4 75 -40 3.0 -0.6
TMFM Motley Fool Mid-Cap Growth ETF 3.4 85 -50 2.6 -1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 -15 4.2 +0.7
FDMO Fidelity Momentum Factor ETF 3.3 15 20 3.6 +0.1
SDY SPDR S&P Dividend ETF 3.3 35 0 6.6 +3.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 22 5.7 +2.1
PRXV Praxis Impact Large Cap Value ETF 3.3 36 -1 6.5 +2.9
IBRN iShares Neuroscience and Healthcare ETF 3.3 47 -12 0.0 -3.6
GLBL Pacer MSCI World Industry Advantage ETF 3.3 65 -30 4.1 +0.6
RPG Invesco S&P 500 Pure Growth ETF 3.3 35 0 3.2 -0.4
TMFX Motley Fool Next Index ETF 3.3 50 -15 2.6 -1.0
ADME Aptus Drawdown Managed Equity ETF 3.2 79 -44 4.1 +0.5
TMFG Motley Fool Global Opportunities ETF 3.2 85 -50 3.9 +0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 0 5.1 +1.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.2 29 6 4.4 +0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.2 64 -29 2.2 -1.4
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 22 3.0 -0.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.2 3 32 7.6 +4.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 15 6.4 +2.8
USMF WisdomTree U.S. Multifactor Fund 3.2 28 7 7.0 +3.4
HLGE Hartford Longevity Economy ETF 3.2 44 -9 -0.4 -4.0
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 6 4.7 +1.1
BRIF FIS Bright Portfolios Focused Equity ETF 3.1 65 -30 4.9 +1.3
BOTZ Global X Robotics & Artificial Intelligence ETF 3.1 69 -34 2.4 -1.2
VIOO Vanguard S&P Small-Cap 600 ETF 3.1 7 28 7.6 +4.0
INCE Franklin Income Equity Focus ETF 3.1 29 6 5.5 +1.9
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 31 6.7 +3.1
IWD iShares Russell 1000 Value ETF 3.1 19 16 6.4 +2.8
CGGR Capital Group Growth ETF 3.1 39 -4 3.1 -0.5
CGUS Capital Group Core Equity ETF 3.0 33 2 4.3 +0.7
AVMV Avantis U.S. Mid Cap Value ETF 3.0 20 15 8.6 +5.0
FFOX FundX Future Fund Opportunities ETF 3.0 100 -65 4.2 +0.6
PWB Invesco Large Cap Growth ETF 3.0 56 -21 3.1 -0.5
FTA First Trust Large Cap Value AlphaDEX Fund 3.0 59 -24 8.9 +5.3
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 26 4.9 +1.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.0 55 -20 9.9 +6.3
RECS Columbia Research Enhanced Core ETF 3.0 15 20 5.6 +2.1
VIG Vanguard Dividend Appreciation ETF 3.0 5 30 5.6 +2.0
VONV Vanguard Russell 1000 Value ETF 2.9 7 28 6.5 +2.9
VOOV Vanguard S&P 500 Value ETF 2.9 7 28 6.3 +2.7
IVE iShares S&P 500 Value ETF 2.9 18 17 6.1 +2.5
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 10 6.2 +2.6
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 31 6.3 +2.7
IQM Franklin Intelligent Machines ETF 2.9 50 -15 2.0 -1.6
ITAN Sparkline Intangible Value ETF 2.9 50 -15 6.6 +3.0
SHRY First Trust Bloomberg Shareholder Yield ETF 2.8 60 -25 8.0 +4.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 7.7 +4.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 4.9 +1.3
IUSV iShares Core S&P US Value ETF 2.8 4 31 6.4 +2.8
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 17 5.1 +1.5
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 21 5.4 +1.8
PRNT 3D Printing ETF 2.8 66 -31 1.3 -2.3
ACVF American Conservative Values ETF 2.8 75 -40 4.3 +0.7
MAGA Point Bridge America First ETF 2.8 72 -37 5.7 +2.1
CHGX AXS Change Finance ESG ETF 2.8 49 -14 4.8 +1.2
OALC OneAscent Large Cap Core ETF 2.8 86 -51 4.1 +0.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 15 4.4 +0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.8 15 20 7.7 +4.2
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 23 5.8 +2.3
JGRO JPMorgan Active Growth ETF 2.7 44 -9 3.4 -0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 16 5.3 +1.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.7 35 0 9.3 +5.7
LQPE PEO AlphaQuest Thematic PE ETF 2.7 125 -90 5.3 +1.7
BFOR ALPS Barron's 400 ETF 2.7 65 -30 5.9 +2.3
IWR iShares Russell Midcap ETF 2.7 19 16 5.7 +2.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 20 4.6 +1.0
CZA Invesco Zacks Mid-Cap ETF 2.6 72 -37 6.5 +2.9
BGRO iShares Large Cap Growth Active ETF 2.6 55 -20 3.0 -0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 5.5 +1.9
KNO AXS Knowledge Leaders ETF 2.6 78 -43 6.0 +2.4
MGV Vanguard Mega Cap Value ETF 2.6 7 28 6.6 +3.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.6 59 -24 6.1 +2.5
STXD Strive 1000 Dividend Growth ETF 2.6 35 0 4.8 +1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -30 2.1 -1.5
CSD Invesco S&P Spin-Off ETF 2.6 65 -30 4.4 +0.9
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.1 +1.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 26 4.8 +1.2
ILCG iShares Morningstar Growth ETF 2.5 4 31 3.6 +0.0
KRMA Global X Conscious Companies ETF 2.5 43 -8 5.8 +2.2
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 17 6.7 +3.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 29 2.9 -0.7
VBK Vanguard Small-Cap Growth ETF 2.5 7 28 1.9 -1.7
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.3 +1.7
DGRO iShares Core Dividend Growth ETF 2.5 8 27 6.5 +2.9
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 26 4.7 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -25 3.9 +0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 31 5.9 +2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 -1 4.8 +1.2
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 18 7.0 +3.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.5 30 5 8.2 +4.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 17 7.7 +4.1
VTV Vanguard Value ETF 2.5 4 31 6.9 +3.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.5 6 29 8.0 +4.4
RAFE PIMCO RAFI ESG U.S. ETF 2.5 29 6 7.1 +3.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.4 35 0 7.1 +3.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 -14 4.8 +1.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.4 12 23 5.7 +2.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.4 12 23 7.2 +3.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 4.2 +0.6
PAWZ ProShares Pet Care ETF 2.4 50 -15 3.7 +0.1
EMOT First Trust S&P 500 Economic Moat ETF 2.4 60 -25 7.9 +4.4
FIW First Trust Water ETF 2.4 53 -18 4.6 +1.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.4 40 -5 5.4 +1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.4 65 -30 4.6 +1.0
VOTE TCW Transform 500 ETF 2.4 5 30 4.8 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 28 4.8 +1.2
XVV iShares ESG Screened S&P 500 ETF 2.4 8 27 4.8 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 6.3 +2.7
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.3 +1.7
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -40 5.2 +1.6
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -7 6.6 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 33 4.9 +1.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.4 12 23 4.5 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 35 4.9 +1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 21 4.8 +1.3
RSSL Global X Russell 2000 ETF 2.3 8 27 4.4 +0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 4.9 +1.3
QUS SPDR MSCI USA StrategicFactors ETF 2.3 15 20 5.7 +2.1
IWM iShares Russell 2000 ETF 2.3 19 16 4.3 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 7.0 +3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 31 6.1 +2.5
FPX First Trust US Equity Opportunities ETF 2.3 61 -26 1.0 -2.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.3 48 -13 6.0 +2.4
SUSA iShares MSCI USA ESG Select ETF 2.3 25 10 4.7 +1.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 7 5.4 +1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 3 4.9 +1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 15 5.0 +1.4
VTWO Vanguard Russell 2000 ETF 2.3 7 28 4.3 +0.7
QUVU Hartford Quality Value ETF 2.3 46 -11 7.3 +3.7
GVLU Gotham 1000 Value ETF 2.2 50 -15 8.9 +5.3
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -45 6.1 +2.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 15 4.7 +1.1
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -26 5.9 +2.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -60 0.5 -3.1
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 9.7 +6.1
SPMO Invesco S&P 500 Momentum ETF 2.2 13 22 3.6 -0.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 23 4.5 +0.9
VOO Vanguard S&P 500 ETF 2.2 3 32 5.0 +1.4
IVV iShares Core S&P 500 ETF 2.2 3 32 4.9 +1.3
SPY SPDR S&P 500 ETF Trust 2.2 9 26 4.9 +1.3
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 33 4.9 +1.4
STXG Strive 1000 Growth ETF 2.2 18 17 3.8 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 28 6.0 +2.4
FESM Fidelity Enhanced Small Cap ETF 2.2 28 7 7.2 +3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.2 25 10 5.3 +1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.2 3 32 5.1 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 24 5.1 +1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -30 3.5 -0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 -4 5.3 +1.7
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -46 2.7 -0.9
STRV Strive 500 ETF 2.2 5 30 4.8 +1.2
VNSE Natixis Vaughan Nelson Select ETF 2.1 80 -45 4.6 +1.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.1 60 -25 5.7 +2.1
PBUS Invesco MSCI USA ETF 2.1 4 31 4.8 +1.2
DFUS Dimensional U.S. Equity ETF 2.1 9 26 4.8 +1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 6 8.2 +4.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.8 +3.2
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 32 4.8 +1.2
AIEQ AI Powered Equity ETF 2.1 75 -40 3.7 +0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.1 70 -35 4.5 +0.9
VB Vanguard Small-Cap ETF 2.1 5 30 6.1 +2.5
VYM Vanguard High Dividend Yield Index ETF 2.1 6 29 7.0 +3.4
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 17 4.6 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 20 6.0 +2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 32 4.9 +1.3
VTI Vanguard Total Stock Market ETF 2.1 3 32 4.9 +1.3
VV Vanguard Large-Cap ETF 2.1 4 31 4.8 +1.2
VOE Vanguard Mid-Cap Value ETF 2.1 7 28 7.6 +4.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.1 20 15 7.6 +4.0
IWV iShares Russell 3000 ETF 2.1 20 15 4.7 +1.1
VTHR Vanguard Russell 3000 ETF 2.1 7 28 4.8 +1.3
SLYV SPDR S&P 600 Small Cap Value ETF 2.1 15 20 9.7 +6.1
IWB iShares Russell 1000 ETF 2.1 15 20 4.8 +1.2
VONE Vanguard Russell 1000 ETF 2.1 7 28 4.9 +1.3
IYY iShares Dow Jones U.S. ETF 2.1 20 15 4.8 +1.2
DFVX Dimensional US Large Cap Vector ETF 2.1 22 13 6.2 +2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 26 5.2 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 25 9.7 +6.2
APUE ActivePassive U.S. Equity ETF 2.1 45 -10 4.6 +1.0
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 6.7 +3.1
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -54 4.8 +1.2
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 22 6.3 +2.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -15 8.1 +4.5
ROE Astoria US Quality Kings ETF 2.0 49 -14 6.5 +3.0
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 20 4.5 +0.9
KLMN Invesco MSCI North America Climate ETF 2.0 9 26 4.9 +1.4
SFY SoFi Select 500 ETF 2.0 0 35 4.4 +0.8
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -20 5.6 +2.0
NUSC Nuveen ESG Small-Cap ETF 2.0 31 4 5.3 +1.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 5 6.6 +3.0
DIVS SmartETFs Dividend Builder ETF 2.0 65 -30 5.0 +1.5
UDI USCF Dividend Income Fund 2.0 65 -30 8.1 +4.5
ASLV Allspring Special Large Value ETF 2.0 35 0 6.4 +2.8
AGQI First Trust Active Global Quality Income ETF 2.0 85 -50 4.9 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 -23 7.4 +3.8
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -40 7.6 +4.0
SCHX Schwab U.S. Large-Cap ETF 2.0 3 32 4.9 +1.3
SCHK Schwab 1000 Index ETF 2.0 5 30 5.0 +1.4
LIVR Intelligent Livermore ETF 2.0 69 -34 5.4 +1.8
SCHB Schwab U.S. Broad Market ETF 2.0 3 32 5.0 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.0 17 18 5.7 +2.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 3.3 -0.3
BLCR iShares Large Cap Core Active ETF 2.0 36 -1 3.7 +0.1
SFYX SoFi Next 500 ETF 2.0 0 35 5.7 +2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.6 +2.0
ROSC Hartford Multifactor Small Cap ETF 2.0 34 1 9.2 +5.6
BLES Inspire Global Hope ETF 2.0 61 -26 6.8 +3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -40 4.0 +0.4
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 5.7 +2.1
VUG Vanguard Growth ETF 1.9 4 31 4.0 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 17 5.3 +1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.9 31 4 2.5 -1.1
STXV Strive 1000 Value ETF 1.9 18 17 8.0 +4.4
USMV iShares MSCI USA Min Vol Factor ETF 1.9 15 20 5.8 +2.2
IWL iShares Russell Top 200 ETF 1.9 15 20 4.6 +1.0
RVRB Reverb ETF 1.9 30 5 4.5 +0.9
SCHA Schwab U.S. Small-Cap ETF 1.9 4 31 5.9 +2.3
EVX VanEck Environmental Services ETF 1.9 55 -20 2.2 -1.4
XMHQ Invesco S&P MidCap Quality ETF 1.9 25 10 6.5 +2.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -25 2.0 -1.6
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 7 4.2 +0.6
PCGG Polen Capital Global Growth ETF 1.9 85 -50 3.8 +0.2
SAMM Strategas Macro Momentum ETF 1.9 66 -31 2.4 -1.2
FTCS First Trust Capital Strength ETF 1.9 55 -20 5.8 +2.2
PJP Invesco Pharmaceuticals ETF 1.9 57 -22 7.9 +4.3
BEEX BeeHive ETF 1.9 84 -49 4.3 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 8.1 +4.5
PRXG Praxis Impact Large Cap Growth ETF 1.9 36 -1 3.6 +0.1
DEMZ Democratic Large Cap Core ETF 1.9 45 -10 4.5 +0.9
GK AdvisorShares Gerber Kawasaki ETF 1.9 75 -40 2.4 -1.2
SEMG Suncoast Select Growth ETF 1.9 60 -25 4.2 +0.6
DWLD Davis Select Worldwide ETF 1.9 63 -28 7.2 +3.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 20 5.9 +2.3
PEXL Pacer US Export Leaders ETF 1.9 60 -25 4.5 +1.0
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 -25 10.9 +7.3
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -14 4.6 +1.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.9 75 -40 5.3 +1.7
DFAU Dimensional US Core Equity Market ETF 1.8 12 23 5.0 +1.4
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 25 4.5 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 -3 4.5 +0.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 17 6.5 +2.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -50 6.8 +3.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 15 6.2 +2.6
MGC Vanguard Mega Cap ETF 1.8 7 28 4.6 +1.0
HDV iShares Core High Dividend ETF 1.8 8 27 7.2 +3.6
SSPY Syntax Stratified LargeCap ETF 1.8 30 5 6.7 +3.1
HDUS Hartford Disciplined US Equity ETF 1.8 19 16 5.7 +2.1
STXK Strive Small-Cap ETF 1.8 18 17 5.8 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 15 6.9 +3.3
YOKE Yoke Core ETF 1.8 42 -7 4.4 +0.8
MGRO VanEck Morningstar Wide Moat Growth ETF 1.8 49 -14 4.5 +0.9
VBR Vanguard Small Cap Value ETF 1.8 7 28 9.1 +5.5
IUS Invesco RAFI Strategic US ETF 1.8 19 16 6.9 +3.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 26 5.2 +1.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -30 6.4 +2.8
FTGS First Trust Growth Strength ETF 1.8 60 -25 5.0 +1.4
SNSR Global X Internet of Things ETF 1.8 68 -33 4.4 +0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 6 6.2 +2.6
ISCB iShares Morningstar Small-Cap ETF 1.8 4 31 6.2 +2.6
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.4 +1.8
ISMD Inspire Small/Mid Cap ETF 1.8 54 -19 5.5 +1.9
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 9 3.3 -0.3
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 9.0 +5.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 26 4.9 +1.3
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 15 4.1 +0.6
DFAS Dimensional U.S. Small Cap ETF 1.8 26 9 6.3 +2.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -32 9.8 +6.2
DCOR Dimensional US Core Equity 1 ETF 1.8 14 21 5.3 +1.8
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -20 6.3 +2.7
SPHB Invesco S&P 500 High Beta ETF 1.8 25 10 4.6 +1.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.5 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 18 5.8 +2.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 -25 4.2 +0.6
FVD First Trust Value Line Dividend Index Fund 1.7 65 -30 6.2 +2.6
RGEF Rockefeller Global Equity ETF 1.7 55 -20 4.8 +1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 23 5.2 +1.6
FDG American Century Focused Dynamic Growth ETF 1.7 45 -10 1.9 -1.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 -10 2.7 -0.9
NBDS Neuberger Berman Disrupters ETF 1.7 55 -20 0.7 -2.9
FBOT Fidelity Disruptive Automation ETF 1.7 50 -15 3.6 +0.1
FFOG Franklin Focused Growth ETF 1.7 61 -26 2.4 -1.2
IGPT Invesco AI and Next Gen Software ETF 1.7 60 -25 4.3 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.7 40 -5 3.7 +0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -30 3.6 -0.0
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 15 8.6 +5.1
DSMC Distillate Small/Mid Cash Flow ETF 1.7 55 -20 11.7 +8.1
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 10 5.5 +2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 10 25 6.0 +2.4
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -24 2.8 -0.8
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.2 +1.6
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 8 8.7 +5.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.7 12 23 4.5 +0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 20 5.8 +2.3
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 20 4.7 +1.1
VFVA Vanguard U.S. Value Factor ETF 1.7 13 22 10.8 +7.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -15 7.2 +3.6
ILCV iShares Morningstar Value ETF 1.6 4 31 6.4 +2.9
TOK iShares MSCI Kokusai ETF 1.6 26 9 5.0 +1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 30 7.9 +4.3
DUSA Davis Select U.S. Equity ETF 1.6 61 -26 7.3 +3.7
QQQ Invesco QQQ Trust Series I 1.6 20 15 4.1 +0.5
BGDV Bahl & Gaynor Dividend ETF 1.6 45 -10 4.7 +1.2
DGT SPDR Global Dow ETF 1.6 50 -15 7.0 +3.4
QQQM Invesco NASDAQ 100 ETF 1.6 15 20 4.1 +0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 5 4.4 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.6 15 20 8.9 +5.3
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 31 4.2 +0.6
MGK Vanguard Mega Cap Growth ETF 1.6 7 28 4.1 +0.5
VOOG Vanguard S&P 500 Growth ETF 1.6 7 28 4.1 +0.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.6 49 -14 3.8 +0.2
IVW iShares S&P 500 Growth ETF 1.6 18 17 4.0 +0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.6 4 31 4.1 +0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 17 3.9 +0.3
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 15 5.0 +1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 28 5.1 +1.5
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -14 5.6 +2.0
IBOT Vaneck Robotics ETF 1.6 47 -12 4.3 +0.7
FQAL Fidelity Quality Factor ETF 1.6 15 20 5.6 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -35 2.8 -0.8
URTH iShares MSCI World ETF 1.5 24 11 5.1 +1.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 8.2 +4.6
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 0 4.6 +1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 -25 9.4 +5.8
DFNV Donoghue Forlines Innovation ETF 1.5 69 -34 4.6 +1.0
DXUV Dimensional US Vector Equity ETF 1.5 28 7 6.2 +2.6
EES WisdomTree U.S. SmallCap Fund 1.5 38 -3 8.6 +5.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 27 4.9 +1.4
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -13 4.4 +0.8
AVUS Avantis U.S. Equity ETF 1.5 15 20 5.7 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -7 5.4 +1.8
JAVA JPMorgan Active Value ETF 1.5 44 -9 6.4 +2.8
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 9 6.3 +2.7
JPEF JPMorgan Equity Focus ETF 1.5 50 -15 4.3 +0.7
FDLO Fidelity Low Volatility Factor ETF 1.5 15 20 5.4 +1.8
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 -4 8.2 +4.6
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 -4 6.8 +3.2
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 5.2 +1.7
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 5 5.9 +2.4
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 20 6.0 +2.4
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -17 6.7 +3.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 5.8 +2.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.5 49 -14 4.7 +1.1
CGDG Capital Group Dividend Growers ETF 1.5 47 -12 6.3 +2.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.4 29 6 6.6 +3.0
SMRI Bushido Capital US Equity ETF 1.4 71 -36 9.5 +6.0
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 31 6.6 +3.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 -4 9.6 +6.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.4 12 23 7.0 +3.4
GQI Natixis Gateway Quality Income ETF 1.4 34 1 5.0 +1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -8 6.1 +2.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 10 7.4 +3.8
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 25 5.7 +2.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 35 11.8 +8.2
ACWI iShares MSCI ACWI ETF 1.4 32 3 5.5 +2.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 14 3.7 +0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.4 +2.8
VLU SPDR S&P 1500 Value Tilt ETF 1.4 12 23 7.4 +3.8
WRND IQ Global Equity R&D Leaders ETF 1.4 18 17 8.2 +4.7
FCPI Fidelity Stocks for Inflation ETF 1.3 15 20 7.5 +4.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.3 55 -20 4.2 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.3 35 0 7.5 +3.9
QVAL Alpha Architect US Quantitative Value ETF 1.3 39 -4 9.7 +6.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.3 35 0 7.1 +3.5
DFSV Dimensional US Small Cap Value ETF 1.3 31 4 9.9 +6.3
STXM Strive Mid-Cap ETF 1.3 18 17 6.1 +2.6
OEF iShares S&P 100 ETF 1.3 20 15 4.5 +0.9
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 11 7.1 +3.5
IJH iShares Core S&P Mid-Cap ETF 1.3 5 30 7.3 +3.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.3 49 -14 5.8 +2.2
IWC iShares Micro-Cap ETF 1.3 60 -25 -0.8 -4.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 6.7 +3.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 31 4.0 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 26 5.7 +2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 5.9 +2.3
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 15 4.1 +0.5
VT Vanguard Total World Stock ETF 1.3 6 29 5.9 +2.3
SPGP Invesco S&P 500 GARP ETF 1.3 34 1 6.4 +2.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 0 7.7 +4.1
WCEO Hypatia Women CEO ETF 1.3 85 -50 3.7 +0.2
VXF Vanguard Extended Market ETF 1.3 5 30 4.7 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 -25 5.3 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.7 +4.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.7 +4.1
RNSC Furst Trust Small Cap US Equity Select ETF 1.3 60 -25 5.8 +2.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 10 11.1 +7.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 28 7.4 +3.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 32 7.3 +3.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 25 4.3 +0.7
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 10 5.4 +1.8
NULC Nuveen ESG Large-Cap ETF 1.3 21 14 4.6 +1.0
RWL Invesco S&P 500 Revenue ETF 1.2 39 -4 6.8 +3.2
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 7 6.3 +2.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 10 7.2 +3.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 9.4 +5.8
XLG Invesco S&P 500 Top 50 ETF 1.2 20 15 4.1 +0.5
SPHQ Invesco S&P 500 Quality ETF 1.2 15 20 5.5 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 10 7.2 +3.6
PDP Invesco Dorsey Wright Momentum ETF 1.2 62 -27 3.9 +0.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -54 9.6 +6.0
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 7 9.2 +5.6
JGLO JPMorgan Global Select Equity ETF 1.2 33 2 4.9 +1.3
IWF iShares Russell 1000 Growth ETF 1.2 19 16 4.4 +0.8
VONG Vanguard Russell 1000 Growth ETF 1.2 7 28 4.4 +0.9
VFMF Vanguard U.S. Multifactor ETF 1.2 18 17 7.9 +4.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 -4 8.3 +4.8
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -13 4.4 +0.8
DSI iShares MSCI KLD 400 Social ETF 1.1 25 10 4.8 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 15 5.6 +2.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.1 59 -24 10.7 +7.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 15 6.2 +2.6
CCMG CCM Global Equity ETF 1.1 34 1 8.4 +4.8
LOWV AB US Low Volatility Equity ETF 1.1 48 -13 5.2 +1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 20 7.2 +3.6
TMFC Motley Fool 100 Index ETF 1.1 50 -15 3.5 -0.1
JVAL JPMorgan U.S. Value Factor ETF 1.1 12 23 8.1 +4.5
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 29 9.2 +5.6
IWN iShares Russell 2000 Value ETF 1.1 24 11 7.3 +3.7
VERS ProShares Metaverse ETF 1.1 58 -23 -1.1 -4.7
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -24 4.3 +0.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1 35 0 10.0 +6.4
SGLC SGI U.S. Large Cap Core ETF 1.1 85 -50 4.0 +0.4
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 7.3 +3.7
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -41 5.1 +1.5
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.6 +3.0
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -20 3.7 +0.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 -38 10.5 +6.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 25 4.9 +1.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -25 6.8 +3.2
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 12 5.7 +2.1
VUSE Vident U.S. Equity Strategy ETF 1.0 50 -15 4.5 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 20 7.9 +4.3
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -17 7.7 +4.1
OSCV Opus Small Cap Value ETF 1.0 79 -44 6.4 +2.8
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.4 +2.8
FELC Fidelity Enhanced Large Cap Core ETF 1.0 18 17 5.2 +1.6
RNIN Bushido Capital US SMID Cap Equity ETF 1.0 70 -35 10.3 +6.7
ALIL Argent Focused Small Cap ETF 0.9 74 -39 6.9 +3.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -44 4.5 +0.9
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 -15 6.8 +3.2
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -7 4.2 +0.7
IWY iShares Russell Top 200 Growth ETF 0.9 20 15 4.5 +0.9
XMMO Invesco S&P MidCap Momentum ETF 0.9 34 1 5.6 +2.0
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -40 0.5 -3.1
GLOF iShares Global Equity Factor ETF 0.9 20 15 6.5 +2.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 25 4.3 +0.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -45 4.4 +0.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 17 8.6 +5.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 9.2 +5.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.3 +3.7
ROUS Hartford Multifactor US Equity ETF 0.9 19 16 7.0 +3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 20 8.7 +5.1
TTAC FCF US Quality ETF 0.9 59 -24 6.2 +2.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 10 25 8.8 +5.2
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 25 4.9 +1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -40 5.3 +1.7
EBI Longview Advantage ETF 0.8 35 0 6.5 +2.9
DIVB iShares Core Dividend ETF 0.8 5 30 8.0 +4.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 16 6.3 +2.7
OPTZ Optimize Strategy Index ETF 0.8 50 -15 4.6 +1.0
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -30 8.4 +4.8
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -14 9.3 +5.7
FSCS First Trust SMID Capital Strength ETF 0.8 60 -25 7.0 +3.4
TAX Cambria Tax Aware ETF 0.7 49 -14 5.0 +1.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 10 5.9 +2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -4 6.7 +3.1
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 20 5.4 +1.8
IOO iShares Global 100 ETF 0.7 41 -6 4.8 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 8.7 +5.1
FITE SPDR S&P Kensho Future Security ETF 0.7 45 -10 1.6 -2.0
MGMT Ballast Small/Mid Cap ETF 0.7 110 -75 8.1 +4.5
AVUQ Avantis U.S. Quality ETF 0.7 15 20 4.4 +0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.6 60 -25 7.4 +3.8
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 5.6 +2.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -25 7.3 +3.7
ITEQ BlueStar Israel Technology ETF 0.6 75 -40 1.7 -1.9
DUHP Dimensional US High Profitability ETF 0.6 21 14 6.3 +2.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 -4 9.3 +5.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 -2 6.0 +2.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 -3 9.7 +6.1
ARKG ARK Genomic Revolution ETF 0.6 75 -40 -1.5 -5.1
SMMD iShares Russell 2500 ETF 0.6 15 20 6.1 +2.5
QDF FlexShares Quality Dividend Index Fund 0.6 37 -2 6.2 +2.6
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 8.4 +4.8
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -15 5.5 +1.9
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 7.7 +4.1
TMAT Main Thematic Innovation ETF 0.5 164 -129 -1.5 -5.0
RCGE RockCreek Global Equality ETF 0.5 95 -60 6.7 +3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 17 5.8 +2.2
MEDX Horizon Kinetics Medical ETF 0.4 85 -50 2.0 -1.6
XT iShares Exponential Technologies ETF 0.4 46 -11 4.9 +1.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 -14 5.8 +2.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 10 9.6 +6.0
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.4 +1.8
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -33 3.8 +0.3
RPV Invesco S&P 500 Pure Value ETF 0.4 35 0 10.4 +6.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.3 15 20 7.5 +4.0
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -45 11.8 +8.2
FLDZ RiverNorth Patriot ETF 0.3 75 -40 6.1 +2.5
WBIY WBI Power Factor High Dividend ETF 0.3 100 -65 14.7 +11.1
DURA VanEck Durable High Dividend ETF 0.3 29 6 8.5 +4.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -35 10.8 +7.2
PKW Invesco Buyback Achievers ETF 0.3 62 -27 7.1 +3.5
MOO VanEck Agribusiness ETF 0.3 53 -18 10.3 +6.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 8.9 +5.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -10 8.8 +5.3
ISRA VanEck Israel ETF 0.2 59 -24 7.2 +3.6
VEGN US Vegan Climate ETF 0.2 60 -25 4.5 +0.9
ABFL Abacus FCF Leaders ETF 0.2 59 -24 5.3 +1.7
SBIO ALPS Medical Breakthroughs ETF 0.2 50 -15 0.0 -3.6
VLUE iShares MSCI USA Value Factor ETF 0.2 15 20 9.5 +5.9
DTAN Sparkline International Intangible Value ETF 0.2 55 -20 8.5 +4.9
TXS Texas Capital Texas Equity Index ETF 0.2 49 -14 5.6 +2.0
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.0 +4.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 15 9.4 +5.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 4.6 +1.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 16 0.4 -3.2
IBB iShares Biotechnology ETF 0.1 45 -10 0.5 -3.1
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 9.7 +6.1
ARB AltShares Merger Arbitrage ETF 0.1 77 -42 4.2 +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:		 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 2.0 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.59
 
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.