SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 27.3x P/Sales
ratio		 0.6x
P/BV
ratio		 2.1x Div.
yield		 0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Health Care Services 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 Services Select Industry Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Sep 28, 2011
Assets (mns) $77
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 59
Wgt avg mkt cap (mns) $21,149
Large cap (>$10bn) 34.9%
Mid cap ($2-10bn) 36.4%
Small cap (<$2bn) 26.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GUARDANT HEALTH, INC. 2.4 %
NEOGENOMICS INC 2.4 %
CLOVER HEALTH INVESTMENTS CORP CLA 2.4 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.2 %
RADNET INC 2.2 %
BROOKDALE SENIOR LIVING INC 2.2 %
U.S. PHYSICAL THERAPY INC 2.1 %
SELECT MEDICAL HOLDINGS CORP 2.1 %
PRIVIA HEALTH GROUP, INC. 2.1 %
MCKESSON CORP 2.1 %
Total 22.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.8 %










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.
14.0% 11.3% 5.8% 6.6% 11.5%

Market Correlations
versus... Beta R-squared
S&P500 0.96 38%
MSCI EAFE 0.61 20%
MSCI Emg. Mkts. 0.32 7%

Technical Indicators
Recent close $102.68
30d moving avg. $102.30
Annualized volatility 19.9%
Short interest (ETF) 13.9%
Short interest (Underlying) 4.4%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.9%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 672 potential alternatives to the SPDR S&P Health Care Services ETF ETF based on the alternatives' overlap in portfolio holdings with XHS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHS Expense: 35 bp ALTAR Score™: 3.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHS
Ticker Fund
Name		 Overlap1
vs XHS
(%)		 Expense
ratio
(bp)		 Savings
vs XHS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHS
(%)
IHF iShares U.S. Healthcare Providers ETF 40.9 40 -5 8.4 +5.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.8 40 -5 8.1 +5.1
FXH First Trust Health Care AlphaDEX Fund 22.4 62 -27 8.4 +5.4
PSCH Invesco S&P SmallCap Health Care ETF 16.7 29 6 4.4 +1.3
VHT Vanguard Health Care ETF 14.9 9 26 5.9 +2.9
RWL Invesco S&P 500 Revenue ETF 14.7 39 -4 6.7 +3.7
VFLO VictoryShares Free Cash Flow ETF 14.6 39 -4 10.4 +7.4
XLV Health Care Select Sector SPDR Fund 14.5 8 27 7.6 +4.5
RPV Invesco S&P 500 Pure Value ETF 14.3 35 0 10.4 +7.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.1 60 -25 -2.3 -5.3
FHLC Fidelity MSCI Health Care Index ETF 14.0 8 27 6.2 +3.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.9 60 -25 7.7 +4.6
SPVU Invesco S&P 500 Enhanced Value ETF 12.9 13 22 10.2 +7.2
IXJ iShares Global Healthcare ETF 10.8 42 -7 7.1 +4.1
IYH iShares U.S. Healthcare ETF 9.9 40 -5 6.8 +3.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 9.9 60 -25 4.0 +1.0
HEAL Global X HealthTech ETF 9.5 50 -15 -0.6 -3.6
HKND Humankind US Stock ETF 9.5 11 24 7.0 +4.0
PINK Simplify Health Care ETF 9.4 50 -15 0.9 -2.1
MEDI Harbor Health Care ETF 9.3 80 -45 -1.4 -4.4
SRHQ SRH U.S. Quality ETF 9.2 35 0 7.7 +4.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.1 35 0 5.9 +2.9
WTV WisdomTree US Value Fund of Benef Interest 9.0 12 23 9.1 +6.1
LST Leuthold Select Industries ETF 8.9 91 -56 5.0 +2.0
FDHT Fidelity Digital Health ETF 8.4 39 -4 0.9 -2.1
DSTL Distillate US Fundamental Stability & Value ETF 8.3 39 -4 8.5 +5.5
RTH VanEck Retail ETF 8.3 35 0 5.5 +2.5
SMRI Bushido Capital US Equity ETF 8.0 71 -36 9.5 +6.5
DUSA Davis Select U.S. Equity ETF 7.8 61 -26 7.5 +4.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.6 20 15 7.9 +4.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.6 15 20 8.8 +5.7
FTDS First Trust Dividend Strength ETF 7.6 70 -35 8.0 +4.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.5 +4.4
AVIE Avantis  Inflation Focused Equity ETF 7.4 25 10 7.4 +4.4
FLDZ RiverNorth Patriot ETF 7.3 75 -40 6.4 +3.3
LQPE PEO AlphaQuest Thematic PE ETF 7.2 125 -90 5.5 +2.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.1 20 15 6.5 +3.5
DEUS Xtrackers Russell US Multifactor ETF 7.0 17 18 7.3 +4.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.0 18 17 6.0 +3.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 6.8 70 -35 4.8 +1.8
ECML Euclidean Fundamental Value ETF 6.8 95 -60 11.8 +8.7
QLTY GMO U.S. Quality ETF 6.7 50 -15 4.5 +1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.7 15 20 6.8 +3.8
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.7 65 -30 1.0 -2.0
HART IQ Healthy Hearts ETF 6.5 45 -10 6.8 +3.8
COWZ Pacer US Cash Cows 100 ETF 6.3 49 -14 9.5 +6.5
DWLD Davis Select Worldwide ETF 6.3 63 -28 7.1 +4.1
IYK iShares U.S. Consumer Staples ETF 6.3 40 -5 6.8 +3.8
IUS Invesco RAFI Strategic US ETF 6.2 19 16 6.8 +3.8
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 7.6 +4.6
BLCV iShares Large Cap Value Active ETF 6.2 53 -18 7.4 +4.4
STXV Strive 1000 Value ETF 6.1 18 17 8.0 +5.0
FMKT The Free Markets ETF 6.1 76 -41 1.5 -1.5
POWA Invesco Bloomberg Pricing Power ETF 6.1 40 -5 5.4 +2.3
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.2 +3.2
JAVA JPMorgan Active Value ETF 6.0 44 -9 6.4 +3.4
FBCV Fidelity Blue Chip Value ETF 6.0 59 -24 7.4 +4.3
PSC Principal U.S. Small-Cap ETF 6.0 38 -3 6.9 +3.8
BLCR iShares Large Cap Core Active ETF 5.9 36 -1 3.5 +0.4
QVAL Alpha Architect US Quantitative Value ETF 5.9 39 -4 9.8 +6.8
TXS Texas Capital Texas Equity Index ETF 5.9 49 -14 5.7 +2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 5.8 80 -45 6.5 +3.4
PKW Invesco Buyback Achievers ETF 5.8 62 -27 7.4 +4.4
OSCV Opus Small Cap Value ETF 5.8 79 -44 6.8 +3.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.7 19 16 6.3 +3.3
JSML Janus Henderson Small Cap Growth Alpha ETF 5.7 30 5 7.9 +4.8
FMED Fidelity Disruptive Medicine ETF 5.6 50 -15 -1.1 -4.1
SYLD Cambria Shareholder Yield ETF 5.6 59 -24 12.2 +9.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.6 30 5 6.7 +3.7
USMV iShares MSCI USA Min Vol Factor ETF 5.4 15 20 6.0 +3.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 6.4 +3.4
ROSC Hartford Multifactor Small Cap ETF 5.2 34 1 9.6 +6.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.1 55 -20 4.8 +1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.1 18 17 7.9 +4.9
FEGE First Eagle Global Equity ETF 5.1 79 -44 6.8 +3.8
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 22 5.9 +2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 11 8.3 +5.3
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 20 6.6 +3.5
VLU SPDR S&P 1500 Value Tilt ETF 5.0 12 23 7.4 +4.4
FDLS Inspire Fidelis Multi Factor ETF 4.9 76 -41 5.1 +2.1
LFSC F/m Emerald Life Sciences Innovation ETF 4.9 79 -44 0.0 -3.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.9 59 -24 9.0 +6.0
FNDX Schwab Fundamental US Large Co. Index ETF 4.8 25 10 7.1 +4.1
GNOM Global X Genomics & Biotechnology ETF 4.8 50 -15 -1.0 -4.0
RNIN Bushido Capital US SMID Cap Equity ETF 4.8 70 -35 10.6 +7.6
ONEO SPDR Russell 1000 Momentum Focus ETF 4.8 20 15 7.2 +4.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.8 25 10 8.0 +5.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.7 55 -20 10.3 +7.3
LYLD Cambria Large Cap Shareholder Yield ETF 4.7 59 -24 9.8 +6.7
RAFE PIMCO RAFI ESG U.S. ETF 4.7 29 6 6.9 +3.9
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.8 +3.8
SVAL iShares US Small Cap Value Factor ETF 4.6 20 15 10.6 +7.6
ACWV iShares MSCI Global Min Vol Factor ETF 4.6 20 15 6.3 +3.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.6 65 -30 6.5 +3.5
AUSF Global X Adaptive U.S. Factor ETF 4.6 27 8 9.0 +6.0
FNDB Schwab Fundamental US Broad Market Index ETF 4.6 25 10 7.1 +4.1
IWO iShares Russell 2000 Growth ETF 4.6 24 11 1.2 -1.8
GVLU Gotham 1000 Value ETF 4.6 50 -15 9.2 +6.1
VTWG Vanguard Russell 2000 Growth ETF 4.6 10 25 1.4 -1.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.6 55 -20 10.3 +7.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 6.5 +3.5
PWV Invesco Large Cap Value ETF 4.5 55 -20 7.1 +4.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.5 48 -13 8.6 +5.6
HELX Franklin Genomic Advancements ETF 4.4 50 -15 -0.3 -3.3
LCF Touchstone US Large Cap Focused ETF 4.4 69 -34 4.1 +1.1
HLGE Hartford Longevity Economy ETF 4.4 44 -9 -0.4 -3.4
ITAN Sparkline Intangible Value ETF 4.4 50 -15 6.3 +3.3
DFUV Dimensional US Marketwide Value ETF 4.4 22 13 7.5 +4.5
VFMF Vanguard U.S. Multifactor ETF 4.4 18 17 8.0 +5.0
FYC First Trust Small Cap Growth AlphaDEX Fund 4.3 71 -36 0.4 -2.7
DFLV Dimensional US Large Cap Value ETF 4.3 22 13 7.8 +4.8
QUS SPDR MSCI USA StrategicFactors ETF 4.3 15 20 5.7 +2.6
ROUS Hartford Multifactor US Equity ETF 4.2 19 16 7.0 +4.0
MGV Vanguard Mega Cap Value ETF 4.2 7 28 6.6 +3.6
PPH VanEck Pharmaceutical ETF 4.2 36 -1 8.6 +5.6
WCEO Hypatia Women CEO ETF 4.2 85 -50 3.8 +0.8
FXG First Trust Consumer Staples AlphaDEX Fund 4.2 63 -28 9.0 +6.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.2 52 -17 6.5 +3.5
GQI Natixis Gateway Quality Income ETF 4.1 34 1 5.0 +2.0
CCFE Concourse Capital Focused Equity ETF 4.1 95 -60 1.8 -1.2
VFVA Vanguard U.S. Value Factor ETF 4.1 13 22 11.2 +8.1
ROE Astoria US Quality Kings ETF 4.1 49 -14 6.5 +3.4
VTV Vanguard Value ETF 4.1 4 31 6.9 +3.9
ULVM VictoryShares US Value Momentum ETF 4.1 20 15 7.3 +4.3
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 -30 4.2 +1.2
BDIV AAM Brentview Dividend Growth ETF 4.1 49 -14 4.5 +1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.1 15 20 4.1 +1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.0 60 -25 6.4 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 6.7 +3.7
EVUS iShares ESG Aware MSCI USA Value ETF 4.0 18 17 6.5 +3.5
KRMA Global X Conscious Companies ETF 4.0 43 -8 5.7 +2.7
VLUE iShares MSCI USA Value Factor ETF 4.0 15 20 8.9 +5.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.0 65 -30 4.8 +1.8
ACSI American Customer Satisfaction ETF 3.9 65 -30 4.8 +1.8
HRTS Tema Heart & Health ETF 3.9 75 -40 1.2 -1.8
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 23 8.0 +5.0
EQRR ProShares Equities for Rising Rates ETF 3.9 35 0 8.2 +5.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.9 40 -5 7.5 +4.5
CWS AdvisorShares Focused Equity ETF 3.9 84 -49 5.4 +2.4
BOUT Innovator IBD Breakout Opportunities ETF 3.9 81 -46 2.9 -0.1
PRAY FIS Christian Stock Fund 3.8 69 -34 5.2 +2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 3.8 67 -32 10.2 +7.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 5 8.7 +5.7
USMF WisdomTree U.S. Multifactor Fund 3.8 28 7 7.3 +4.3
QLC FlexShares US Quality Large Cap Index Fund 3.8 25 10 5.2 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -15 7.2 +4.2
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 6.7 +3.6
ASLV Allspring Special Large Value ETF 3.8 35 0 6.6 +3.5
ALIL Argent Focused Small Cap ETF 3.8 74 -39 7.5 +4.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.7 31 4 7.0 +4.0
VAMO Cambria Value & Momentum ETF 3.7 61 -26 5.9 +2.9
GLRY Inspire Faithward Mid Cap Momentum ETF 3.7 80 -45 5.9 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 10 6.0 +2.9
VOE Vanguard Mid-Cap Value ETF 3.6 7 28 7.7 +4.7
BGDV Bahl & Gaynor Dividend ETF 3.6 45 -10 4.8 +1.8
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 7.4 +4.4
VOOV Vanguard S&P 500 Value ETF 3.6 7 28 6.2 +3.2
IVE iShares S&P 500 Value ETF 3.6 18 17 6.1 +3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 6.5 +3.4
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 31 6.2 +3.2
NUDV Nuveen ESG Dividend ETF 3.6 26 9 7.7 +4.7
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 3.7 +0.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.6 50 -15 8.3 +5.3
TAX Cambria Tax Aware ETF 3.5 49 -14 4.9 +1.9
FCPI Fidelity Stocks for Inflation ETF 3.5 15 20 7.5 +4.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.5 55 -20 4.8 +1.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.5 29 6 6.7 +3.7
IUSV iShares Core S&P US Value ETF 3.5 4 31 6.4 +3.4
LGCF Themes US Cash Flow Champions ETF 3.5 30 5 8.4 +5.4
GSPY Gotham Enhanced 500 ETF 3.5 50 -15 5.1 +2.1
FESM Fidelity Enhanced Small Cap ETF 3.5 28 7 7.0 +4.0
REVS Columbia Research Enhanced Value ETF 3.4 19 16 7.6 +4.6
JPEF JPMorgan Equity Focus ETF 3.4 50 -15 4.2 +1.2
ARKG ARK Genomic Revolution ETF 3.4 75 -40 -1.2 -4.2
MODL VictoryShares WestEnd U.S. Sector ETF 3.4 42 -7 4.4 +1.4
FYX First Trust Small Cap Core AlphaDEX Fund 3.4 61 -26 5.9 +2.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 29 2.9 -0.2
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 6.7 +3.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 -4 5.9 +2.9
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 18 6.0 +3.0
SAGP Strategas Global Policy Opportunities ETF 3.3 65 -30 5.5 +2.4
IWX iShares Russell Top 200 Value ETF 3.3 20 15 6.2 +3.2
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -7 6.5 +3.4
AFLG First Trust Active Factor Large Cap ETF 3.3 55 -20 6.2 +3.2
BUZZ VanEck Social Sentiment ETF 3.2 75 -40 -0.4 -3.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.2 70 -35 2.7 -0.3
QUVU Hartford Quality Value ETF 3.2 46 -11 7.2 +4.1
SQLV Royce Quant Small-Cap Quality Value ETF 3.2 60 -25 9.8 +6.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 23 4.5 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 5 5.9 +2.9
CVAR Cultivar ETF 3.2 87 -52 6.8 +3.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.2 10 25 6.1 +3.1
LOWV AB US Low Volatility Equity ETF 3.2 48 -13 5.2 +2.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.1 35 0 5.4 +2.3
FSST Fidelity Sustainable U.S. Equity ETF 3.1 59 -24 4.2 +1.2
VYM Vanguard High Dividend Yield Index ETF 3.1 6 29 7.1 +4.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.1 15 20 6.0 +3.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.1 9 26 4.1 +1.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 6.0 +3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 23 6.5 +3.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 6.0 +3.0
FFOX FundX Future Fund Opportunities ETF 3.1 100 -65 4.3 +1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 10.3 +7.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 6.1 +3.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.1 68 -33 2.2 -0.9
FSCS First Trust SMID Capital Strength ETF 3.1 60 -25 7.6 +4.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.1 70 -35 5.1 +2.0
IWM iShares Russell 2000 ETF 3.1 19 16 4.2 +1.1
RECS Columbia Research Enhanced Core ETF 3.1 15 20 5.5 +2.5
RSSL Global X Russell 2000 ETF 3.1 8 27 4.2 +1.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.0 59 -24 5.9 +2.8
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 26 6.2 +3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 15 5.6 +2.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.0 52 -17 5.7 +2.7
VTWO Vanguard Russell 2000 ETF 3.0 7 28 4.2 +1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.0 58 -23 5.5 +2.5
DIVB iShares Core Dividend ETF 3.0 5 30 8.2 +5.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.0 60 -25 7.1 +4.1
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 17 6.7 +3.7
VIG Vanguard Dividend Appreciation ETF 3.0 5 30 5.6 +2.5
PRXV Praxis Impact Large Cap Value ETF 3.0 36 -1 6.6 +3.5
ILCV iShares Morningstar Value ETF 3.0 4 31 6.3 +3.3
DVND Touchstone Dividend Select ETF 3.0 67 -32 5.7 +2.6
DGRO iShares Core Dividend Growth ETF 3.0 8 27 6.5 +3.5
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -30 8.6 +5.6
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 -25 7.4 +4.4
FSMD Fidelity Small-Mid Multifactor ETF 3.0 15 20 7.3 +4.3
VEGN US Vegan Climate ETF 2.9 60 -25 4.3 +1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 5.7 +2.7
NUSC Nuveen ESG Small-Cap ETF 2.9 31 4 5.3 +2.3
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.6 +2.6
AFSM First Trust Active Factor Small Cap ETF 2.9 75 -40 7.9 +4.8
CGDV Capital Group Dividend Value ETF 2.9 33 2 4.5 +1.5
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 12 3.6 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.9 73 -38 11.1 +8.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.9 35 0 7.4 +4.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 8.3 +5.3
ABLS Abacus FCF Small Cap Leaders ETF 2.8 59 -24 6.5 +3.4
NULC Nuveen ESG Large-Cap ETF 2.8 21 14 4.6 +1.6
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 5.3 +2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -45 4.4 +1.4
VONV Vanguard Russell 1000 Value ETF 2.8 7 28 6.5 +3.5
IWD iShares Russell 1000 Value ETF 2.8 19 16 6.4 +3.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.8 89 -54 10.3 +7.3
EQIN Columbia US Equity Income ETF 2.8 35 0 6.9 +3.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.8 5 30 8.1 +5.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 16 5.3 +2.3
BMED Future Health ETF 2.8 85 -50 0.4 -2.7
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 31 6.7 +3.7
DSMC Distillate Small/Mid Cash Flow ETF 2.7 55 -20 12.7 +9.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.7 79 -44 4.4 +1.3
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 5.5 +2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 18 5.7 +2.7
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -35 11.6 +8.5
VSLU Applied Finance Valuation Large Cap ETF 2.7 49 -14 5.5 +2.5
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 23 7.2 +4.2
ONEY SPDR Russell 1000 Yield Focus ETF 2.7 20 15 9.9 +6.9
NIXT Research Affiliates Deletions ETF 2.6 9 26 8.9 +5.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.6 59 -24 6.4 +3.4
OPTZ Optimize Strategy Index ETF 2.6 50 -15 4.6 +1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 9.9 +6.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 6.2 +3.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 6 4.5 +1.5
GLBL Pacer MSCI World Industry Advantage ETF 2.6 65 -30 4.0 +1.0
FVAL Fidelity Value Factor ETF 2.6 15 20 6.7 +3.7
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 10 6.8 +3.8
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -13 4.4 +1.3
SIZE iShares MSCI USA Size Factor ETF 2.6 15 20 6.1 +3.1
FFLC Fidelity Fundamental Large Cap Core ETF 2.6 38 -3 4.5 +1.4
SURE AdvisorShares Insiders Advantage ETF 2.6 90 -55 9.8 +6.8
DSPY Tema S&P 500 Historical Weight ETF 2.5 18 17 5.0 +2.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.5 60 -25 10.1 +7.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 5.6 +2.5
EZM WisdomTree U.S. MidCap Fund 2.5 38 -3 9.4 +6.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 10 5.3 +2.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 20 8.1 +5.1
DFAS Dimensional U.S. Small Cap ETF 2.5 26 9 6.5 +3.5
DFSU Dimensional US Sustainability Core 1 ETF 2.5 18 17 5.3 +2.2
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 12.9 +9.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 -15 4.3 +1.3
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.3 +2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 5.1 +2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 -30 3.4 +0.4
IJS iShares S&P Small-Cap 600 Value ETF 2.5 18 17 9.8 +6.8
FLV American Century Focused Large Cap Value ETF 2.4 42 -7 6.7 +3.7
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 10 5.6 +2.6
IJR iShares Core S&P Small Cap ETF 2.4 6 29 7.7 +4.7
XSHQ Invesco S&P SmallCap Quality ETF 2.4 29 6 7.8 +4.8
STXM Strive Mid-Cap ETF 2.4 18 17 6.2 +3.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 17 5.6 +2.6
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.3 +2.2
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -1.3 -4.3
AGNG Global X Aging Population ETF 2.4 50 -15 4.9 +1.9
XSLV Invesco S&P SmallCap Low Volatility ETF 2.4 25 10 7.9 +4.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 7.4 +4.4
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 22 2.8 -0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 31 6.2 +3.2
MDY SPDR S&P Midcap 400 ETF Trust 2.4 24 11 7.3 +4.3
IJH iShares Core S&P Mid-Cap ETF 2.4 5 30 7.5 +4.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.3 60 -25 5.6 +2.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.3 30 5 14.2 +11.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 5.2 +2.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 -4 9.8 +6.8
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -40 5.4 +2.4
SFYX SoFi Next 500 ETF 2.3 0 35 5.8 +2.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.3 80 -45 8.3 +5.3
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 6.2 +3.2
ISMD Inspire Small/Mid Cap ETF 2.3 54 -19 5.7 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 28 6.1 +3.1
SLYG SPDR S&P 600 Small Cap Growth ETF 2.3 15 20 5.7 +2.7
VBK Vanguard Small-Cap Growth ETF 2.3 7 28 1.9 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 20 6.1 +3.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 32 7.8 +4.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.3 7 28 7.6 +4.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.3 3 32 7.5 +4.5
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -25 7.0 +4.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 -29 2.2 -0.9
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 17 7.0 +4.0
SLYV SPDR S&P 600 Small Cap Value ETF 2.2 15 20 9.8 +6.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 23 7.6 +4.6
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -17 7.1 +4.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 0 7.9 +4.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 7.9 +4.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.2 75 -40 5.3 +2.2
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 5.8 +2.8
VB Vanguard Small-Cap ETF 2.2 5 30 6.2 +3.2
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 20 6.8 +3.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.8 +4.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 5.0 +2.0
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 0 4.5 +1.5
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -55 3.9 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 29 8.2 +5.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 10 25 5.8 +2.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.1 47 -12 9.2 +6.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.1 85 -50 9.6 +6.6
SEMG Suncoast Select Growth ETF 2.1 60 -25 4.3 +1.3
YALL God Bless America ETF 2.1 65 -30 3.6 +0.6
ABIG Argent Large Cap ETF 2.1 49 -14 5.1 +2.1
IWR iShares Russell Midcap ETF 2.1 19 16 5.9 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 5.3 +2.3
EES WisdomTree U.S. SmallCap Fund 2.1 38 -3 9.0 +6.0
VO Vanguard Mid-Cap ETF 2.1 4 31 5.8 +2.8
VBR Vanguard Small Cap Value ETF 2.1 7 28 9.3 +6.3
PAWZ ProShares Pet Care ETF 2.1 50 -15 4.1 +1.1
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -30 2.6 -0.4
SWP SWP Growth & Income ETF 2.1 99 -64 4.0 +1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -25 5.0 +2.0
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 20 4.6 +1.6
MID American Century Mid Cap Growth Impact ETF 2.1 45 -10 3.3 +0.3
EMOT First Trust S&P 500 Economic Moat ETF 2.1 60 -25 8.2 +5.2
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 4.9 +1.9
FMDE Fidelity Enhanced Mid Cap ETF 2.1 23 12 5.9 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 31 6.8 +3.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.1 39 -4 11.7 +8.7
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 -1 9.7 +6.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -10 10.9 +7.9
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 6 10.8 +7.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.9 +3.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 20 4.6 +1.6
STXK Strive Small-Cap ETF 2.1 18 17 5.9 +2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 15 4.9 +1.9
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.6 +1.6
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.2 +3.1
STXD Strive 1000 Dividend Growth ETF 2.0 35 0 4.8 +1.8
ACVF American Conservative Values ETF 2.0 75 -40 4.4 +1.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 7 5.5 +2.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -25 5.9 +2.9
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 28 7.7 +4.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 20 5.9 +2.9
COPY Tweedy, Browne Insider + Value ETF 2.0 80 -45 11.9 +8.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.5 +2.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 11.7 +8.7
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 5.9 +2.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -25 7.7 +4.7
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -50 3.0 -0.0
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -50 4.0 +0.9
FNDA Schwab Fundamental US Small Co. Index ETF 2.0 25 10 8.5 +5.5
CGGR Capital Group Growth ETF 2.0 39 -4 3.1 +0.1
SPXN ProShares S&P 500 Ex-Financials ETF 2.0 9 26 4.7 +1.7
FPX First Trust US Equity Opportunities ETF 2.0 61 -26 0.9 -2.1
DIVZ TrueShares Low Volatility Equity Income ETF 1.9 65 -30 6.9 +3.9
GDOC Goldman Sachs Future Health Care Equity ETF 1.9 75 -40 2.7 -0.4
USMC Principal U.S. Mega-Cap ETF 1.9 12 23 4.3 +1.2
CGUS Capital Group Core Equity ETF 1.9 33 2 4.3 +1.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 7.4 +4.4
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -20 3.6 +0.5
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 5.3 +2.3
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9 16 19 5.4 +2.3
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -60 2.8 -0.2
SFYF SoFi Social 50 ETF 1.9 29 6 0.3 -2.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.9 15 20 5.5 +2.4
TBG TBG Dividend Focus ETF 1.9 59 -24 8.2 +5.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 9.8 +6.8
IBUY Amplify Online Retail ETF 1.9 65 -30 0.9 -2.1
THNR Amplify Weight Loss Drug & Treatment ETF 1.9 59 -24 6.8 +3.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 3 4.9 +1.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.9 35 0 7.7 +4.7
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.6 +1.6
BGIG Bahl & Gaynor Income Growth ETF 1.9 45 -10 5.3 +2.2
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.5 +1.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 11.1 +8.1
PY Principal Value ETF 1.9 15 20 7.4 +4.3
DIVL Madison Dividend Value ETF 1.9 65 -30 6.1 +3.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 20 8.0 +5.0
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -50 3.9 +0.9
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.7 +2.7
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 5.2 +2.2
IMCB iShares Morningstar Mid-Cap ETF 1.9 4 31 6.1 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 9.7 +6.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -40 3.9 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 24 4.8 +1.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 5.0 +2.0
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 6.8 +3.8
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -14 6.2 +3.2
PTL Inspire 500 ETF 1.8 9 26 5.1 +2.1
BKWO BNY Mellon Women's Opportunities ETF 1.8 50 -15 3.7 +0.7
EPS WisdomTree U.S. LargeCap Fund 1.8 8 27 5.6 +2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -12 5.9 +2.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 5.1 +2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 28 4.7 +1.6
MBOX Freedom Day Dividend ETF 1.8 39 -4 7.6 +4.5
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 4.8 +1.7
KONG Formidable Fortress ETF 1.8 89 -54 6.2 +3.2
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.8 +2.7
VOTE TCW Transform 500 ETF 1.8 5 30 4.7 +1.7
EBI Longview Advantage ETF 1.8 35 0 6.5 +3.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.8 12 23 6.0 +3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 33 4.8 +1.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.8 75 -40 7.8 +4.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.6 +1.5
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.8 +3.7
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.0 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 28 10.4 +7.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 32 5.0 +2.0
LRGF iShares U.S. Equity Factor ETF 1.7 8 27 5.3 +2.3
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.9 +1.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 7.7 +4.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 5.5 +2.4
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 4.8 +1.8
CCMG CCM Global Equity ETF 1.7 34 1 8.4 +5.4
VTI Vanguard Total Stock Market ETF 1.7 3 32 4.8 +1.7
IWV iShares Russell 3000 ETF 1.7 20 15 4.6 +1.6
VTHR Vanguard Russell 3000 ETF 1.7 7 28 4.7 +1.7
IVV iShares Core S&P 500 ETF 1.7 3 32 4.8 +1.8
SPY SPDR S&P 500 ETF Trust 1.7 9 26 4.8 +1.7
SPLG SPDR Portfolio S&P 500 ETF 1.7 2 33 4.8 +1.8
VOO Vanguard S&P 500 ETF 1.7 3 32 4.8 +1.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -14 4.5 +1.5
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.7 +1.6
DFUS Dimensional U.S. Equity ETF 1.7 9 26 4.7 +1.7
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.9 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.8 +1.7
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 -7 4.1 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.6 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 21 4.7 +1.7
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 4.9 +1.9
SCHK Schwab 1000 Index ETF 1.7 5 30 4.9 +1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -30 3.6 +0.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 23 7.7 +4.7
DFVX Dimensional US Large Cap Vector ETF 1.7 22 13 6.3 +3.2
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 -25 8.5 +5.5
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 15 9.0 +5.9
STRV Strive 500 ETF 1.7 5 30 4.7 +1.7
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -15 6.8 +3.8
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 4.8 +1.8
VV Vanguard Large-Cap ETF 1.7 4 31 4.7 +1.7
DXUV Dimensional US Vector Equity ETF 1.7 28 7 6.2 +3.2
PBUS Invesco MSCI USA ETF 1.7 4 31 4.7 +1.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.7 35 0 9.6 +6.6
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 4.7 +1.7
IWB iShares Russell 1000 ETF 1.7 15 20 4.7 +1.7
VONE Vanguard Russell 1000 ETF 1.7 7 28 4.8 +1.8
VXF Vanguard Extended Market ETF 1.7 5 30 4.6 +1.6
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 7 9.6 +6.6
CGGO Capital Group Global Growth Equity ETF 1.6 47 -12 4.5 +1.5
WDIV SPDR S&P Global Dividend ETF 1.6 40 -5 9.4 +6.4
AVSU Avantis Responsible U.S. Equity ETF 1.6 15 20 5.9 +2.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 8.6 +5.6
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.3 +2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.4 +1.4
CALF Pacer US Small Cap Cash Cows 100 ETF 1.6 59 -24 10.9 +7.9
BFOR ALPS Barron's 400 ETF 1.6 65 -30 6.2 +3.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 29 4.1 +1.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 31 3.8 +0.8
MGC Vanguard Mega Cap ETF 1.6 7 28 4.5 +1.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.8 +1.7
FINX Global X FinTech ETF 1.6 68 -33 2.3 -0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -60 0.4 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.6 +1.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 35 12.2 +9.1
DVY iShares Select Dividend ETF 1.6 38 -3 9.3 +6.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 1.9 -1.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.5 49 -14 5.9 +2.9
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 17 5.1 +2.0
AIEQ AI Powered Equity ETF 1.5 75 -40 3.7 +0.6
RVRB Reverb ETF 1.5 30 5 4.4 +1.4
DEEP Roundhill Acquirers Deep Value ETF 1.5 80 -45 17.9 +14.9
IWL iShares Russell Top 200 ETF 1.5 15 20 4.5 +1.4
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 5.3 +2.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 3.8 +0.8
FDWM Fidelity Women's Leadership ETF 1.5 59 -24 4.7 +1.7
SUSA iShares MSCI USA ESG Select ETF 1.5 25 10 4.6 +1.6
TOLL Tema Durable Quality ETF 1.5 75 -40 5.2 +2.1
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 0 7.4 +4.4
QTUM Defiance Quantum ETF 1.5 40 -5 4.7 +1.7
TMFX Motley Fool Next Index ETF 1.5 50 -15 2.6 -0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 4.8 +1.8
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -17 7.3 +4.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -19 7.1 +4.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 27 4.8 +1.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 3.7 +0.7
GURU Global X Guru Index ETF 1.4 75 -40 2.9 -0.1
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.6 +1.6
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 20 5.4 +2.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 26 5.1 +2.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 4.2 +1.2
DGT SPDR Global Dow ETF 1.4 50 -15 6.8 +3.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 6.4 +3.3
FFND Future Fund Active ETF 1.4 100 -65 4.2 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -3 9.3 +6.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -25 9.6 +6.6
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 7 6.3 +3.3
VALQ American Century U.S. Quality Value ETF 1.4 29 6 7.8 +4.8
HDUS Hartford Disciplined US Equity ETF 1.4 19 16 5.6 +2.6
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 -10 6.2 +3.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.3 15 20 7.8 +4.8
SFY SoFi Select 500 ETF 1.3 0 35 4.2 +1.2
IWN iShares Russell 2000 Value ETF 1.3 24 11 7.3 +4.2
VTWV Vanguard Russell 2000 Value ETF 1.3 10 25 7.3 +4.2
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 -14 6.8 +3.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 17 9.0 +6.0
KOMP SPDR S&P Kensho New Economies Composite ETF 1.3 20 15 2.3 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.0 +2.9
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 4.3 +1.2
TOK iShares MSCI Kokusai ETF 1.3 26 9 4.9 +1.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 5.0 +1.9
TMFC Motley Fool 100 Index ETF 1.3 50 -15 3.3 +0.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -40 3.6 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 25 4.8 +1.7
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 20 9.0 +6.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 10 25 9.1 +6.1
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 9.4 +6.4
BEEX BeeHive ETF 1.3 84 -49 4.2 +1.2
DFSV Dimensional US Small Cap Value ETF 1.2 31 4 10.4 +7.4
CGV Conductor Global Equity Value ETF 1.2 130 -95 8.4 +5.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -25 6.3 +3.3
URTH iShares MSCI World ETF 1.2 24 11 4.9 +1.9
GINX SGI Enhanced Global Income ETF 1.2 98 -63 7.0 +4.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 4.4 +1.4
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 +2.5
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 -30 4.7 +1.7
GLOF iShares Global Equity Factor ETF 1.2 20 15 6.3 +3.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 9.6 +6.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 4.7 +1.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 9.9 +6.9
MTUM iShares MSCI USA Momentum Factor ETF 1.1 15 20 3.5 +0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 -2 6.0 +3.0
SHE SPDR MSCI USA Gender Diversity ETF 1.1 20 15 4.9 +1.9
HGRO Hedgeye Quality Growth ETF 1.1 70 -35 3.3 +0.2
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.4 +2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 -3 9.8 +6.8
USCF Themes US Cash Flow Champions ETF 1.1 29 6 8.8 +5.7
VT Vanguard Total World Stock ETF 1.1 6 29 5.7 +2.7
CHGX AXS Change Finance ESG ETF 1.1 49 -14 4.7 +1.7
ABFL Abacus FCF Leaders ETF 1.0 59 -24 5.4 +2.4
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -15 5.4 +2.4
AVUS Avantis U.S. Equity ETF 1.0 15 20 5.6 +2.6
KNO AXS Knowledge Leaders ETF 1.0 78 -43 6.1 +3.0
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 25 4.5 +1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.8 +4.8
OEF iShares S&P 100 ETF 1.0 20 15 4.3 +1.3
BUL Pacer US Cash Cows Growth ETF 1.0 60 -25 6.8 +3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.5 +2.5
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -17 3.5 +0.5
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.9 +0.9
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.5 +0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 23 8.3 +5.3
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 6 4.7 +1.7
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -44 4.0 +1.0
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.3 +1.3
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 5.0 +1.9
JEPI JPMorgan Equity Premium Income ETF 0.9 35 0 5.8 +2.8
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 3.9 +0.9
AGRW Allspring LT Large Growth ETF 0.9 35 0 3.4 +0.4
SMMD iShares Russell 2500 ETF 0.9 15 20 6.2 +3.1
TMAT Main Thematic Innovation ETF 0.9 164 -129 -1.5 -4.5
FQAL Fidelity Quality Factor ETF 0.9 15 20 5.7 +2.6
CGDG Capital Group Dividend Growers ETF 0.9 47 -12 6.2 +3.2
SDY SPDR S&P Dividend ETF 0.9 35 0 6.9 +3.8
FLRG Fidelity U.S. Multifactor ETF 0.9 15 20 7.0 +4.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 4.0 +1.0
JGRO JPMorgan Active Growth ETF 0.9 44 -9 3.3 +0.3
CANC Tema Oncology ETF 0.9 75 -40 -2.5 -5.5
DUHP Dimensional US High Profitability ETF 0.9 21 14 6.4 +3.4
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 13 5.7 +2.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 -3 7.9 +4.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 0 7.9 +4.9
WISE Themes Generative Artificial Intelligence ETF 0.9 35 0 0.3 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 23 6.0 +2.9
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 4.5 +1.5
FDVV Fidelity High Dividend ETF 0.9 15 20 7.6 +4.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 15 5.5 +2.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.4 +1.4
FVD First Trust Value Line Dividend Index Fund 0.8 65 -30 6.5 +3.5
MAGA Point Bridge America First ETF 0.8 72 -37 6.0 +2.9
FDLO Fidelity Low Volatility Factor ETF 0.8 15 20 5.4 +2.4
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.4 -2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -24 2.7 -0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -13 6.2 +3.2
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -12 5.2 +2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -10 4.2 +1.2
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 22 6.5 +3.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 10.3 +7.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 -21 6.2 +3.2
IWF iShares Russell 1000 Growth ETF 0.6 19 16 4.3 +1.2
VONG Vanguard Russell 1000 Growth ETF 0.6 7 28 4.3 +1.3
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 6.7 +3.7
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.4 +2.4
IWC iShares Micro-Cap ETF 0.6 60 -25 -0.8 -3.8
MILN Global X Millennial Consumer ETF 0.6 50 -15 4.0 +1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 25 4.2 +1.2
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 10 10.0 +7.0
BLES Inspire Global Hope ETF 0.6 61 -26 6.8 +3.8
JHDV John Hancock U.S. High Dividend ETF 0.6 34 1 6.5 +3.5
CZAR Themes Natural Monopoly ETF 0.5 35 0 5.8 +2.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 25 4.2 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -7 5.2 +2.2
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 3.3 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 23 5.0 +2.0
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.6 +0.5
ARKK ARK Innovation ETF 0.5 75 -40 -2.3 -5.3
AVUQ Avantis U.S. Quality ETF 0.5 15 20 4.3 +1.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 15 -3.6 -6.6
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.4 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.5 +3.4
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 4.8 +1.8
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 4.2 +1.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 17 4.5 +1.5
PPTY US Diversified Real Estate ETF 0.4 53 -18 8.3 +5.3
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 5.8 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 3.7 +0.7
SBIO ALPS Medical Breakthroughs ETF 0.3 50 -15 0.0 -3.0
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.5 +0.5
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.6 +0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.5 +0.5
YOKE Yoke Core ETF 0.3 42 -7 4.5 +1.4
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.1 +1.0
BIBL Inspire 100 ETF 0.3 35 0 5.0 +2.0
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 0 4.6 +1.6
QDF FlexShares Quality Dividend Index Fund 0.2 37 -2 6.1 +3.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 7.8 +4.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 5 4.2 +1.2
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.7 -0.3
IBB iShares Biotechnology ETF 0.2 45 -10 0.4 -2.6
STXG Strive 1000 Growth ETF 0.2 18 17 3.7 +0.7
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 3.7 +0.6
IVW iShares S&P 500 Growth ETF 0.2 18 17 3.8 +0.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.0 +1.0
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 3.9 +0.9
ISRA VanEck Israel ETF 0.2 59 -24 7.0 +4.0
IEDI iShares U.S. Consumer Focused ETF 0.1 18 17 5.8 +2.7
TTAC FCF US Quality ETF 0.1 59 -24 6.5 +3.5
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.4 +5.3
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 8.5 +5.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.7 +1.7
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.5 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.5 +1.4
LVOL American Century Low Volatility ETF 0.1 29 6 5.0 +2.0
VOT Vanguard Mid-Cap Growth ETF 0.1 7 28 3.6 +0.6
QGRW WisdomTree U.S. Quality Growth Fund 0.0 28 7 4.0 +1.0
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.0 70 -35 4.7 +1.6
XT iShares Exponential Technologies ETF 0.0 46 -11 4.6 +1.5

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 Services 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 6.7 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.