State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 23.9x P/Sales
ratio		 0.6x
P/BV
ratio		 2.1x Div.
yield		 1.0%


  • 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) $80
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) $22,899
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. 3.2 %
CARDINAL HEALTH INC 2.7 %
BROOKDALE SENIOR LIVING INC 2.6 %
NEOGENOMICS INC 2.4 %
CENCORA INC 2.4 %
UNIVERSAL HEALTH SERVICES-B 2.3 %
HCA HOLDINGS INC 2.3 %
MCKESSON CORP 2.3 %
CENTENE CORP 2.3 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.2 %
Total 24.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.2 %










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 $101.39
30d moving avg. $103.11
Annualized volatility 19.9%
Short interest (ETF) 13.9%
Short interest (Underlying) 4.4%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 10
Turnover 1.3%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the State Street 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™: 4.3%


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 41.4 40 -5 8.1 +3.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.6 40 -5 8.0 +3.7
FXH First Trust Health Care AlphaDEX Fund 21.8 62 -27 8.1 +3.8
PSCH Invesco S&P SmallCap Health Care ETF 16.6 29 6 3.9 -0.4
VHT Vanguard Health Care ETF 14.6 9 26 5.6 +1.3
RWL Invesco S&P 500 Revenue ETF 14.5 39 -4 6.9 +2.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.4 60 -25 -1.0 -5.2
VFLO VictoryShares Free Cash Flow ETF 14.4 39 -4 10.2 +5.9
RPV Invesco S&P 500 Pure Value ETF 14.2 35 0 10.3 +6.1
FHLC Fidelity MSCI Health Care Index ETF 13.9 8 27 5.9 +1.6
XLV The Health Care Select Sector SPDR Fund 13.9 8 27 7.1 +2.9
SPVU Invesco S&P 500 Enhanced Value ETF 12.6 13 22 10.1 +5.8
IXJ iShares Global Healthcare ETF 10.4 42 -7 6.7 +2.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.1 35 0 6.2 +1.9
WTV WisdomTree US Value Fund of Benef Interest 9.9 12 23 9.1 +4.8
PINK Simplify Health Care ETF 9.8 50 -15 0.8 -3.5
MEDI Harbor Health Care ETF 9.6 80 -45 -1.8 -6.1
LST Leuthold Select Industries ETF 9.6 91 -56 5.3 +1.1
HKND Humankind US Stock ETF 9.5 11 24 7.2 +3.0
RTH VanEck Retail ETF 9.4 35 0 5.6 +1.3
IYH iShares U.S. Healthcare ETF 9.4 40 -5 6.3 +2.1
SRHQ SRH U.S. Quality ETF 9.3 35 0 7.7 +3.4
FMKT The Free Markets ETF 9.2 76 -41 3.6 -0.7
DSTL Distillate US Fundamental Stability & Value ETF 8.8 39 -4 8.7 +4.5
JDOC JPMorgan Healthcare Leaders ETF 8.4 65 -30 3.9 -0.4
SMRI Bushido Capital US Equity ETF 8.4 71 -36 10.1 +5.8
HEAL Global X HealthTech ETF 8.2 50 -15 -0.6 -4.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.9 20 15 8.3 +4.0
GKAT Scharf Global Opportunity ETF 7.9 57 -22 6.2 +1.9
FDHT Fidelity Digital Health ETF 7.8 39 -4 1.5 -2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.7 15 20 9.1 +4.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.5 15 20 6.6 +2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.8 +3.5
DUSA Davis Select U.S. Equity ETF 7.5 61 -26 7.6 +3.4
FLDZ RiverNorth Patriot ETF 7.3 75 -40 6.5 +2.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.3 65 -30 0.8 -3.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.3 18 17 5.9 +1.6
AVIE Avantis  Inflation Focused Equity ETF 7.3 25 10 7.1 +2.9
FTDS First Trust Dividend Strength ETF 7.2 70 -35 8.7 +4.4
DEUS Xtrackers Russell US Multifactor ETF 7.0 17 18 6.9 +2.7
ECML Euclidean Fundamental Value ETF 7.0 95 -60 10.8 +6.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.0 20 15 6.2 +1.9
LQPE PEO AlphaQuest Thematic PE ETF 6.8 125 -90 7.0 +2.7
COWZ Pacer US Cash Cows 100 ETF 6.7 49 -14 8.6 +4.4
IYK iShares U.S. Consumer Staples ETF 6.7 40 -5 6.6 +2.4
HART IQ Healthy Hearts ETF 6.7 45 -10 6.4 +2.1
QLTY GMO U.S. Quality ETF 6.5 50 -15 4.6 +0.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 6.4 70 -35 5.0 +0.7
KAT Scharf ETF 6.4 87 -52 6.0 +1.7
IUS Invesco RAFI Strategic US ETF 6.2 19 16 6.8 +2.6
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 7.6 +3.3
BLCR iShares Large Cap Core Active ETF 6.2 36 -1 3.6 -0.7
POWA Invesco Bloomberg Pricing Power ETF 6.1 40 -5 6.0 +1.7
DWLD Davis Select Worldwide ETF 6.0 63 -28 7.2 +3.0
TXS Texas Capital Texas Equity Index ETF 6.0 49 -14 6.1 +1.8
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.4 +2.1
JAVA JPMorgan Active Value ETF 6.0 44 -9 6.4 +2.2
STXV Strive 1000 Value ETF 5.9 18 17 8.2 +3.9
JSML Janus Henderson Small Cap Growth Alpha ETF 5.9 30 5 8.4 +4.1
PKW Invesco Buyback Achievers ETF 5.9 62 -27 8.3 +4.0
SIXL ETC 6 Meridian Low Beta Equity ETF 5.8 80 -45 6.3 +2.0
FBCV Fidelity Blue Chip Value ETF 5.8 59 -24 7.5 +3.2
CSTK Invesco Comstock Contrarian Equity ETF 5.8 35 0 7.0 +2.7
GNOM Global X Genomics & Biotechnology ETF 5.8 50 -15 -2.8 -7.1
BLCV iShares Large Cap Value Active ETF 5.7 53 -18 7.6 +3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.7 19 16 6.4 +2.1
OSCV Opus Small Cap Value ETF 5.7 79 -44 7.3 +3.1
FEGE First Eagle Global Equity ETF 5.6 79 -44 6.6 +2.3
FMED Fidelity Disruptive Medicine ETF 5.6 50 -15 -0.7 -4.9
USMV iShares MSCI USA Min Vol Factor ETF 5.6 15 20 5.8 +1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.6 30 5 7.1 +2.8
PSC Principal U.S. Small-Cap ETF 5.6 38 -3 7.1 +2.8
SYLD Cambria Shareholder Yield ETF 5.5 59 -24 12.9 +8.6
LFSC F/m Emerald Life Sciences Innovation ETF 5.5 79 -44 0.0 -4.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 7.5 +3.2
QVAL Alpha Architect US Quantitative Value ETF 5.3 39 -4 9.8 +5.5
ROSC Hartford Multifactor Small Cap ETF 5.2 34 1 9.3 +5.0
SFGV Sequoia Global Value ETF 5.2 23 12 0.0 -4.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.2 20 15 6.9 +2.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.1 18 17 7.9 +3.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.1 55 -20 4.3 +0.0
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 22 5.9 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 11 8.3 +4.1
SVAL iShares US Small Cap Value Factor ETF 5.0 20 15 9.2 +4.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.0 39 -4 2.9 -1.4
FFOX FundX Future Fund Opportunities ETF 4.9 100 -65 4.2 -0.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.9 12 23 7.5 +3.2
FDLS Inspire Fidelis Multi Factor ETF 4.9 76 -41 4.7 +0.5
RNIN Bushido Capital US SMID Cap Equity ETF 4.9 70 -35 12.9 +8.6
SNPV Xtrackers S&P 500 Value ESG ETF 4.9 15 20 6.9 +2.6
IWO iShares Russell 2000 Growth ETF 4.8 24 11 0.9 -3.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.8 25 10 8.0 +3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.8 55 -20 4.1 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.7 20 15 5.9 +1.6
HELX Franklin Genomic Advancements ETF 4.7 50 -15 -0.4 -4.7
PPH VanEck Pharmaceutical ETF 4.7 36 -1 8.0 +3.7
RAFE PIMCO RAFI ESG U.S. ETF 4.7 29 6 7.0 +2.7
LCF Touchstone US Large Cap Focused ETF 4.7 69 -34 4.3 -0.0
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.8 +2.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.6 65 -30 6.5 +2.2
FNDX Schwab Fundamental US Large Co. Index ETF 4.6 25 10 7.3 +3.0
ITAN Sparkline Intangible Value ETF 4.6 50 -15 6.7 +2.4
FYC First Trust Small Cap Growth AlphaDEX Fund 4.5 71 -36 -1.6 -5.9
FTA First Trust Large Cap Value AlphaDEX Fund 4.5 59 -24 9.0 +4.7
ROE Astoria US Quality Kings ETF 4.5 49 -14 7.0 +2.7
VTWG Vanguard Russell 2000 Growth ETF 4.5 10 25 1.0 -3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 6.6 +2.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.5 48 -13 9.2 +4.9
LYLD Cambria Large Cap Shareholder Yield ETF 4.5 59 -24 9.9 +5.6
PWV Invesco Large Cap Value ETF 4.5 55 -20 7.5 +3.2
HLGE Hartford Longevity Economy ETF 4.4 44 -9 6.3 +2.0
ARKG ARK Genomic Revolution ETF 4.4 75 -40 0.0 -4.3
CWS AdvisorShares Focused Equity ETF 4.4 84 -49 5.6 +1.3
VAMO Cambria Value & Momentum ETF 4.4 61 -26 6.6 +2.3
FNDB Schwab Fundamental US Broad Market Index ETF 4.4 25 10 7.4 +3.2
VFMF Vanguard U.S. Multifactor ETF 4.4 18 17 7.9 +3.6
FXG First Trust Consumer Staples AlphaDEX Fund 4.4 63 -28 8.8 +4.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.3 15 20 4.2 -0.1
FSGS First Trust SMID Growth Strength ETF 4.3 60 -25 5.2 +1.0
ROUS Hartford Multifactor US Equity ETF 4.2 19 16 7.0 +2.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.2 52 -17 6.2 +2.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.2 15 20 5.7 +1.4
WCEO Hypatia Women CEO ETF 4.2 85 -50 3.2 -1.1
GQI Natixis Gateway Quality Income ETF 4.1 34 1 5.1 +0.8
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 -30 4.3 +0.0
BDIV AAM Brentview Dividend Growth ETF 4.1 49 -14 4.6 +0.3
VFVA Vanguard U.S. Value Factor ETF 4.1 13 22 11.0 +6.7
AUSF Global X Adaptive U.S. Factor ETF 4.1 27 8 9.2 +4.9
ULVM VictoryShares US Value Momentum ETF 4.1 20 15 7.4 +3.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 4.1 68 -33 2.3 -2.0
EVUS iShares ESG Aware MSCI USA Value ETF 4.0 18 17 6.6 +2.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.0 65 -30 4.7 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 6.8 +2.5
FFTY Innovator IBD 50 ETF 4.0 80 -45 -2.6 -6.9
GVLU Gotham 1000 Value ETF 4.0 50 -15 9.0 +4.8
DFUV Dimensional US Marketwide Value ETF 4.0 22 13 7.5 +3.2
BOUT Innovator IBD Breakout Opportunities ETF 4.0 81 -46 0.8 -3.5
MGV Vanguard Mega Cap Value ETF 4.0 7 28 6.5 +2.2
NUMV Nuveen ESG Mid-Cap Value ETF 4.0 31 4 7.0 +2.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.9 40 -5 7.6 +3.4
VTV Vanguard Value ETF 3.9 4 31 6.9 +2.6
DFLV Dimensional US Large Cap Value ETF 3.9 22 13 7.7 +3.4
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 23 8.0 +3.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.9 55 -20 10.5 +6.2
EQRR ProShares Equities for Rising Rates ETF 3.9 35 0 8.0 +3.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 5 8.3 +4.0
USMF WisdomTree U.S. Multifactor Fund 3.8 28 7 7.4 +3.1
VOE Vanguard Mid-Cap Value ETF 3.8 7 28 7.9 +3.6
QLC FlexShares US Quality Large Cap Index Fund 3.8 25 10 5.3 +1.0
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 6.9 +2.6
HRTS Tema Heart & Health ETF 3.7 75 -40 2.1 -2.2
ABLS Abacus FCF Small Cap Leaders ETF 3.7 59 -24 5.1 +0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.7 60 -25 6.5 +2.2
VLUE iShares MSCI USA Value Factor ETF 3.7 15 20 9.0 +4.7
FAB First Trust Multi Cap Value AlphaDEX Fund 3.7 67 -32 10.2 +5.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 10 5.9 +1.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.7 50 -15 7.2 +3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 3.6 80 -45 6.3 +2.1
XOEF iShares S&P 500 ex S&P 100 ETF 3.6 20 15 5.7 +1.4
JPEF JPMorgan Equity Focus ETF 3.6 50 -15 4.4 +0.1
ASLV Allspring Special Large Value ETF 3.6 35 0 6.7 +2.4
ALIL Argent Focused Small Cap ETF 3.6 74 -39 6.8 +2.6
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 7.2 +3.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 6.5 +2.3
LGCF Themes US Cash Flow Champions ETF 3.6 30 5 8.2 +3.9
NUDV Nuveen ESG Dividend ETF 3.6 26 9 7.6 +3.4
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 2.1 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -35 2.3 -2.0
TAX Cambria Tax Aware ETF 3.5 49 -14 6.2 +1.9
GPT Intelligent Alpha Atlas ETF 3.5 69 -34 5.7 +1.4
CVAR Cultivar ETF 3.5 87 -52 7.0 +2.7
ZECP Zacks Earnings Consistent Portfolio ETF 3.5 55 -20 4.8 +0.6
ACSI American Customer Satisfaction ETF 3.5 65 -30 5.5 +1.3
IVE iShares S&P 500 Value ETF 3.5 18 17 6.1 +1.9
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -20 6.4 +2.1
VOOV Vanguard S&P 500 Value ETF 3.5 7 28 6.2 +2.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.5 4 31 6.3 +2.0
FESM Fidelity Enhanced Small Cap ETF 3.5 28 7 7.0 +2.8
REVS Columbia Research Enhanced Value ETF 3.4 19 16 7.9 +3.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.4 29 6 6.9 +2.6
CCFE Concourse Capital Focused Equity ETF 3.4 95 -60 3.5 -0.8
FCPI Fidelity Stocks for Inflation ETF 3.4 15 20 7.8 +3.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 29 3.0 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.4 61 -26 6.0 +1.7
IWP iShares Russell Mid-Cap Growth ETF 3.4 23 12 3.4 -0.9
MODL VictoryShares WestEnd U.S. Sector ETF 3.4 42 -7 4.6 +0.4
IUSV iShares Core S&P US Value ETF 3.3 4 31 6.4 +2.1
GSPY Gotham Enhanced 500 ETF 3.3 50 -15 5.1 +0.8
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 6.9 +2.6
BGDV Bahl & Gaynor Dividend ETF 3.3 45 -10 4.8 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 -4 6.0 +1.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.3 60 -25 8.5 +4.2
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -7 6.4 +2.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.3 35 0 5.9 +1.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.3 35 0 7.2 +3.0
SAGP Strategas Global Policy Opportunities ETF 3.2 65 -30 5.5 +1.2
SPIT F/m Emerald Special Situations ETF 3.2 105 -70 -1.0 -5.3
SQLV Royce Quant Small-Cap Quality Value ETF 3.2 60 -25 9.7 +5.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 23 4.6 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 3.2 60 -25 7.2 +2.9
LOWV AB US Low Volatility Equity ETF 3.2 48 -13 5.3 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 5 5.8 +1.5
IWM iShares Russell 2000 ETF 3.1 19 16 4.3 +0.0
FSST Fidelity Sustainable U.S. Equity ETF 3.1 59 -24 4.2 -0.1
RSSL Global X Russell 2000 ETF 3.1 8 27 4.2 -0.0
AKAF The Frontier Economic Fund 3.1 20 15 6.4 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.1 9 26 4.1 -0.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 6.1 +1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 23 6.6 +2.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 6.1 +1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 3.1 17 18 6.0 +1.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 10.3 +6.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 6.3 +2.0
QUVU Hartford Quality Value ETF 3.1 46 -11 7.5 +3.3
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 26 6.4 +2.1
AFMC First Trust Active Factor Mid Cap ETF 3.1 65 -30 8.5 +4.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.1 79 -44 6.2 +1.9
RECS Columbia Research Enhanced Core ETF 3.1 15 20 5.8 +1.5
IWX iShares Russell Top 200 Value ETF 3.0 20 15 6.1 +1.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 15 5.7 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.0 52 -17 5.8 +1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.0 58 -23 5.7 +1.4
PRXV Praxis Impact Large Cap Value ETF 3.0 36 -1 6.7 +2.4
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 17 6.8 +2.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.0 50 -15 8.9 +4.7
DVND Touchstone Dividend Select ETF 3.0 67 -32 5.6 +1.4
FSCS First Trust SMID Capital Strength ETF 3.0 60 -25 7.3 +3.0
VTWO Vanguard Russell 2000 ETF 3.0 7 28 4.4 +0.1
FSMD Fidelity Small-Mid Multifactor ETF 3.0 15 20 7.1 +2.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.9 15 20 6.1 +1.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 5.6 +1.3
NUSC Nuveen ESG Small-Cap ETF 2.9 31 4 5.4 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.6 +1.3
BUZZ VanEck Social Sentiment ETF 2.9 75 -40 -1.0 -5.3
VYM Vanguard High Dividend Yield Index ETF 2.9 6 29 7.1 +2.8
VIG Vanguard Dividend Appreciation ETF 2.9 5 30 5.6 +1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.9 59 -24 6.6 +2.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.9 10 25 6.1 +1.9
DSMC Distillate Small/Mid Cash Flow ETF 2.9 55 -20 13.1 +8.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 -25 6.4 +2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 8.4 +4.2
AFSM First Trust Active Factor Small Cap ETF 2.9 75 -40 7.7 +3.4
FYT First Trust Small Cap Value AlphaDEX Fund 2.8 73 -38 12.2 +7.9
DGRO iShares Core Dividend Growth ETF 2.8 8 27 6.6 +2.3
NULC Nuveen ESG Large-Cap ETF 2.8 21 14 4.7 +0.4
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.8 +0.6
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 31 7.2 +3.0
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -45 4.4 +0.1
PRAY FIS Christian Stock Fund 2.8 69 -34 5.1 +0.9
SIXS ETC 6 Meridian Small Cap Equity ETF 2.8 89 -54 9.7 +5.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -24 6.0 +1.7
ILCV iShares Morningstar Value ETF 2.8 4 31 6.4 +2.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -35 11.1 +6.9
BMED Future Health ETF 2.8 85 -50 0.3 -4.0
VEGN US Vegan Climate ETF 2.8 60 -25 4.6 +0.3
DIVB iShares Core Dividend ETF 2.8 5 30 8.3 +4.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.8 17 18 6.1 +1.8
CGDV Capital Group Dividend Value ETF 2.8 33 2 4.6 +0.3
TEXN iShares Texas Equity ETF 2.8 20 15 6.2 +1.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.7 35 0 5.5 +1.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 16 5.5 +1.2
OPTZ Optimize Strategy Index ETF 2.7 50 -15 4.8 +0.6
EQIN Columbia US Equity Income ETF 2.7 35 0 6.8 +2.5
IWD iShares Russell 1000 Value ETF 2.7 19 16 6.5 +2.2
FLV American Century Focused Large Cap Value ETF 2.7 42 -7 6.9 +2.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.6 20 15 10.3 +6.1
VONV Vanguard Russell 1000 Value ETF 2.6 7 28 6.6 +2.3
THRO iShares U.S. Thematic Rotation Active ETF 2.6 90 -55 4.2 -0.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 10.0 +5.7
SIZE iShares MSCI USA Size Factor ETF 2.6 15 20 6.2 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 6.3 +2.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 -14 6.2 +1.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 6 4.7 +0.4
FVAL Fidelity Value Factor ETF 2.6 15 20 6.8 +2.5
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -13 4.5 +0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 -15 4.4 +0.2
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 17 5.2 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 2.6 38 -3 4.6 +0.3
SURE AdvisorShares Insiders Advantage ETF 2.6 90 -55 9.9 +5.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.5 12 23 7.4 +3.1
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -30 4.2 -0.1
XMMO Invesco S&P MidCap Momentum ETF 2.5 34 1 4.3 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 5.6 +1.3
EZM WisdomTree U.S. MidCap Fund 2.5 38 -3 8.9 +4.7
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -50 -1.7 -5.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.5 60 -25 6.9 +2.6
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -39 8.8 +4.5
DFAS Dimensional U.S. Small Cap ETF 2.5 26 9 6.8 +2.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 20 8.2 +4.0
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 10 6.9 +2.7
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 11.9 +7.6
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.4 +1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 2.5 25 10 9.1 +4.8
VSLU Applied Finance Valuation Large Cap ETF 2.5 49 -14 5.7 +1.4
NIXT Research Affiliates Deletions ETF 2.4 9 26 8.6 +4.3
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 10 5.4 +1.1
XSHQ Invesco S&P SmallCap Quality ETF 2.4 29 6 7.9 +3.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 0 5.2 +0.9
SFYX SoFi Next 500 ETF 2.4 0 35 6.1 +1.9
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.4 +1.1
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -2.3 -6.6
IJS iShares S&P Small-Cap 600 Value ETF 2.4 18 17 10.0 +5.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 7.5 +3.2
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 22 3.1 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 31 6.1 +1.9
COPY Tweedy, Browne Insider + Value ETF 2.4 80 -45 11.9 +7.6
SAMT Strategas Macro Thematic Opportunities ETF 2.4 65 -30 2.6 -1.7
SWP SWP Growth & Income ETF 2.4 99 -64 4.2 -0.1
FMTM MarketDesk Focused U.S. Momentum ETF 2.4 45 -10 3.1 -1.2
IJR iShares Core S&P Small Cap ETF 2.4 6 29 7.8 +3.6
ISCB iShares Morningstar Small-Cap ETF 2.4 4 31 6.4 +2.1
STXM Strive Mid-Cap ETF 2.4 18 17 6.6 +2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.3 30 5 17.5 +13.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 5.4 +1.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 17 5.7 +1.4
YALL God Bless America ETF 2.3 65 -30 4.6 +0.3
ABIG Argent Large Cap ETF 2.3 49 -14 5.3 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 -4 10.1 +5.9
SEMG Suncoast Select Growth ETF 2.3 60 -25 4.5 +0.2
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 17 5.4 +1.1
AGNG Global X Aging Population ETF 2.3 50 -15 4.6 +0.3
ISMD Inspire Small/Mid Cap ETF 2.3 54 -19 5.7 +1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 28 6.0 +1.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -29 1.2 -3.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 20 6.2 +1.9
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 -14 7.0 +2.8
VBK Vanguard Small-Cap Growth ETF 2.3 7 28 1.8 -2.4
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -25 7.0 +2.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.2 25 10 5.2 +1.0
IJH iShares Core S&P Mid-Cap ETF 2.2 5 30 7.5 +3.2
MDY SPDR S&P Midcap 400 ETF Trust 2.2 24 11 7.3 +3.0
EMOT First Trust S&P 500 Economic Moat ETF 2.2 60 -25 8.5 +4.3
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 17 7.0 +2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -30 2.4 -1.9
IWR iShares Russell Midcap ETF 2.2 19 16 6.3 +2.1
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 6.4 +2.2
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 0 4.7 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 23 7.8 +3.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.2 15 20 5.7 +1.4
VO Vanguard Mid-Cap ETF 2.2 4 31 6.0 +1.8
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -40 5.6 +1.3
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -17 7.2 +3.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 0 7.6 +3.3
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 7.3 +3.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.2 3 32 7.9 +3.6
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 20 6.9 +2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.7 +3.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -45 8.2 +3.9
STXK Strive Small-Cap ETF 2.2 18 17 6.2 +1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 5.2 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 2.2 85 -50 3.1 -1.1
TMFS Motley Fool Small-Cap Growth ETF 2.2 85 -50 3.2 -1.1
AIEQ AI Powered Equity ETF 2.2 75 -40 4.9 +0.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.2 15 20 10.0 +5.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 32 7.5 +3.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.1 59 -24 10.0 +5.8
PAWZ ProShares Pet Care ETF 2.1 50 -15 3.8 -0.5
VB Vanguard Small-Cap ETF 2.1 5 30 6.3 +2.0
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 20 4.7 +0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 4.4 +0.1
EES WisdomTree U.S. SmallCap Fund 2.1 38 -3 8.9 +4.6
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 29 8.3 +4.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 -25 7.2 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 31 6.8 +2.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 7 28 7.5 +3.2
MID American Century Mid Cap Growth Impact ETF 2.1 45 -10 3.5 -0.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 20 6.1 +1.9
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 5.0 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 2.1 23 12 6.0 +1.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 7.2 +3.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 20 4.6 +0.3
BEEX BeeHive ETF 2.1 84 -49 4.3 +0.1
DIVE Dana Concentrated Dividend ETF 2.1 65 -30 8.4 +4.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -25 4.2 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 15 5.0 +0.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.0 75 -40 4.6 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 11.7 +7.4
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -1 9.7 +5.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 10.8 +6.5
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 6 12.1 +7.8
TOPC iShares S&P 500 3% Capped ETF 2.0 15 20 5.1 +0.9
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.2 +1.9
ACVF American Conservative Values ETF 2.0 75 -40 4.3 +0.0
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 7 5.6 +1.3
VBR Vanguard Small Cap Value ETF 2.0 7 28 9.3 +5.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 11.1 +6.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -25 5.7 +1.5
DIVL Madison Dividend Value ETF 2.0 65 -30 6.0 +1.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.6 +1.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -60 0.3 -4.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 6.0 +1.7
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.8 +0.5
CGGR Capital Group Growth ETF 2.0 39 -4 3.4 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.0 9 26 4.9 +0.6
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 6.3 +2.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 25 5.8 +1.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 30 8.1 +3.9
FINX Global X FinTech ETF 1.9 68 -33 3.1 -1.2
FPX First Trust US Equity Opportunities ETF 1.9 61 -26 1.1 -3.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 10 9.1 +4.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 3 5.0 +0.7
STOX Horizon Core Equity ETF 1.9 70 -35 4.1 -0.1
SFTY Horizon Managed Risk ETF 1.9 77 -42 4.1 -0.2
PY Principal Value ETF 1.9 15 20 7.3 +3.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 11.1 +6.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 20 7.9 +3.6
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 5.7 +1.5
KONG Formidable Fortress ETF 1.9 89 -54 6.3 +2.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 28 7.8 +3.5
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -50 4.1 -0.1
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 5.1 +0.8
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.9 +1.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.9 47 -12 9.4 +5.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 10.0 +5.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -40 4.0 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 24 4.9 +0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 5.0 +0.8
STXD Strive 1000 Dividend Growth ETF 1.8 35 0 5.0 +0.7
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 7.3 +3.0
XVV iShares ESG Screened S&P 500 ETF 1.8 8 27 4.8 +0.6
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -14 5.9 +1.7
PTL Inspire 500 ETF 1.8 9 26 5.4 +1.2
BKWO BNY Mellon Women's Opportunities ETF 1.8 50 -15 3.7 -0.6
EPS WisdomTree U.S. LargeCap Fund 1.8 8 27 5.7 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -12 5.7 +1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 5.3 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 28 4.8 +0.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.8 12 23 6.1 +1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 29 4.2 -0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 4.9 +0.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 25 10.0 +5.7
APUE ActivePassive U.S. Equity ETF 1.8 45 -10 4.7 +0.4
VOTE TCW Transform 500 ETF 1.8 5 30 4.9 +0.6
DIVZ TrueShares Low Volatility Equity Income ETF 1.8 65 -30 6.5 +2.3
GDOC Goldman Sachs Future Health Care Equity ETF 1.8 75 -40 2.6 -1.7
USMC Principal U.S. Mega-Cap ETF 1.8 12 23 4.4 +0.2
CGUS Capital Group Core Equity ETF 1.8 33 2 4.4 +0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 7.6 +3.3
LGRO Level Four Large Cap Growth Active ETF 1.8 55 -20 4.2 -0.1
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 5.4 +1.1
DIA SPDR Dow Jones Industrial Average ETF 1.8 16 19 5.5 +1.2
SFYF SoFi Social 50 ETF 1.8 29 6 1.0 -3.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.8 15 20 4.9 +0.6
TBG TBG Dividend Focus ETF 1.8 59 -24 7.8 +3.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 33 5.0 +0.7
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.9 +2.6
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 -0.2
TMFX Motley Fool Next Index ETF 1.7 50 -15 3.4 -0.9
ABFL Abacus FCF Leaders ETF 1.7 59 -24 5.0 +0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.7 49 -14 6.2 +1.9
RAUS RACWI US ETF 1.7 15 20 4.7 +0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 7.6 +3.4
RUNN Running Oak Efficient Growth ETF 1.7 58 -23 5.2 +1.0
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 5.0 +0.7
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 28 11.1 +6.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 5.6 +1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 15 4.7 +0.4
LRGF iShares U.S. Equity Factor ETF 1.7 8 27 5.5 +1.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.8 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 21 4.9 +0.6
DXUV Dimensional US Vector Equity ETF 1.7 28 7 6.2 +1.9
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 5.1 +0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 5.1 +0.8
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -10 5.2 +0.9
IWV iShares Russell 3000 ETF 1.7 20 15 4.8 +0.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 35 12.4 +8.1
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 15 9.1 +4.9
IVV iShares Core S&P 500 ETF 1.7 3 32 4.9 +0.7
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.9 +0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.9 +0.6
SPY SPDR S&P 500 ETF 1.7 9 26 4.9 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -35 5.0 +0.7
VTI Vanguard Total Stock Market ETF 1.7 3 32 4.9 +0.6
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.8 +0.5
PBUS Invesco MSCI USA ETF 1.7 4 31 4.9 +0.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.7 35 0 9.5 +5.2
DFUS Dimensional U.S. Equity ETF 1.7 9 26 4.8 +0.5
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 5.0 +0.7
VTHR Vanguard Russell 3000 ETF 1.7 7 28 4.9 +0.6
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -15 6.4 +2.2
SCHK Schwab 1000 Index ETF 1.7 5 30 5.0 +0.7
CHRI Global X S&P 500 Christian Values ETF 1.7 29 6 4.6 +0.4
VOO Vanguard S&P 500 ETF 1.6 3 32 4.9 +0.7
CALF Pacer US Small Cap Cash Cows 100 ETF 1.6 59 -24 10.7 +6.4
MBOX Freedom Day Dividend ETF 1.6 39 -4 7.8 +3.5
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 32 4.9 +0.6
CGGO Capital Group Global Growth Equity ETF 1.6 47 -12 4.2 -0.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 23 7.6 +3.3
STRV Strive 500 ETF 1.6 5 30 4.8 +0.5
SCHX Schwab U.S. Large-Cap ETF 1.6 3 32 5.0 +0.7
AVSU Avantis Responsible U.S. Equity ETF 1.6 15 20 5.9 +1.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 8.5 +4.3
KRMA Global X Conscious Companies ETF 1.6 43 -8 6.0 +1.7
IWB iShares Russell 1000 ETF 1.6 15 20 4.9 +0.6
VV Vanguard Large-Cap ETF 1.6 4 31 4.8 +0.5
GXLC Global X U.S. 500 ETF 1.6 2 33 4.9 +0.6
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 7 10.2 +6.0
VONE Vanguard Russell 1000 ETF 1.6 7 28 4.9 +0.7
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.4 +1.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.9 +0.6
VXF Vanguard Extended Market ETF 1.6 5 30 4.8 +0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.7 +0.4
BFOR ALPS Barron's 400 ETF 1.6 65 -30 6.1 +1.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.6 49 -14 4.7 +0.5
EBI Longview Advantage ETF 1.6 35 0 6.7 +2.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -1.0 -5.2
DFVX Dimensional US Large Cap Vector ETF 1.5 22 13 6.4 +2.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 17 4.7 +0.4
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 17 5.3 +1.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 31 4.0 -0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -25 10.6 +6.4
WDIV SPDR S&P Global Dividend ETF 1.5 40 -5 8.8 +4.6
SPXM Azoria 500 Meritocracy ETF 1.5 47 -12 4.5 +0.3
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 5.3 +1.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -30 3.8 -0.5
DVY iShares Select Dividend ETF 1.5 38 -3 9.2 +4.9
RVRB Reverb ETF 1.5 30 5 4.6 +0.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 4.2 -0.1
FDWM Fidelity Women's Leadership ETF 1.5 59 -24 4.8 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 0 8.0 +3.8
IBUY Amplify Online Retail ETF 1.5 65 -30 2.7 -1.6
THNR Amplify Weight Loss Drug & Treatment ETF 1.5 59 -24 7.1 +2.8
SUSA iShares MSCI USA ESG Select ETF 1.5 25 10 4.7 +0.4
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 0 7.5 +3.2
MGC Vanguard Mega Cap ETF 1.5 7 28 4.6 +0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 5.0 +0.7
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -17 7.3 +3.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -19 7.3 +3.0
IWL iShares Russell Top 200 ETF 1.5 15 20 4.5 +0.3
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.9 +0.6
TOLL Tema Durable Quality ETF 1.4 75 -40 5.2 +0.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 4.0 -0.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.4 20 15 2.9 -1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 26 5.1 +0.8
QTUM Defiance Quantum ETF 1.4 40 -5 5.4 +1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.9 -0.4
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -13 4.5 +0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 27 5.0 +0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 6.3 +2.0
FFND Future Fund Active ETF 1.4 100 -65 3.8 -0.5
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -3 9.3 +5.0
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 7 6.3 +2.1
VALQ American Century U.S. Quality Value ETF 1.4 29 6 8.0 +3.7
HDUS Hartford Disciplined US Equity ETF 1.4 19 16 5.7 +1.5
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 -10 5.3 +1.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.3 15 20 7.8 +3.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 -25 10.5 +6.2
IWN iShares Russell 2000 Value ETF 1.3 24 11 7.9 +3.6
SFY SoFi Select 500 ETF 1.3 0 35 4.4 +0.2
TMFC Motley Fool 100 Index ETF 1.3 50 -15 3.4 -0.8
GURU Global X Guru Index ETF 1.3 75 -40 3.1 -1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.0 +1.7
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 9.5 +5.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 17 8.9 +4.6
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 20 3.7 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.3 30 5 4.7 +0.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 5.1 +0.8
VTWV Vanguard Russell 2000 Value ETF 1.3 10 25 8.0 +3.7
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 20 5.5 +1.2
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.6 +2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -14 9.1 +4.8
RJDI RJ Eagle GCM Dividend Select Income ETF 1.3 55 -20 5.6 +1.3
DEEP Roundhill Acquirers Deep Value ETF 1.3 80 -45 19.1 +14.9
TOK iShares MSCI Kokusai ETF 1.3 26 9 5.0 +0.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 4.0 -0.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 3.6 -0.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.2 15 20 8.9 +4.6
DFSV Dimensional US Small Cap Value ETF 1.2 31 4 10.6 +6.4
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 4.9 +0.7
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 -14 6.9 +2.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -25 5.2 +0.9
CGV Conductor Global Equity Value ETF 1.2 130 -95 7.9 +3.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.9 +0.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.2 10 25 9.0 +4.8
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 +1.3
GLOF iShares Global Equity Factor ETF 1.2 20 15 6.7 +2.4
URTH iShares MSCI World ETF 1.2 24 11 5.0 +0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 4.9 +0.6
CHGX AXS Change Finance ESG ETF 1.2 49 -14 5.3 +1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 9.9 +5.7
DTEC ALPS Disruptive Technologies ETF 1.1 50 -15 3.7 -0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.1 20 15 5.1 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 -2 6.2 +1.9
SDY State Street SPDR S&P Dividend ETF 1.1 35 0 6.9 +2.6
HGRO Hedgeye Quality Growth ETF 1.1 70 -35 3.4 -0.9
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 -30 4.6 +0.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 -3 9.5 +5.3
USCF Themes US Cash Flow Champions ETF 1.1 29 6 8.7 +4.4
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -44 4.0 -0.2
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -7 4.4 +0.2
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.4 +1.1
GINX SGI Enhanced Global Income ETF 1.0 98 -63 8.0 +3.7
AVUS Avantis U.S. Equity ETF 1.0 15 20 5.8 +1.5
KNO AXS Knowledge Leaders ETF 1.0 78 -43 5.7 +1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 8.0 +3.7
VT Vanguard Total World Stock ETF 1.0 6 29 5.7 +1.5
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 25 4.8 +0.5
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -15 5.5 +1.2
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -17 3.7 -0.6
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.7 -0.6
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 6 4.9 +0.7
DUHP Dimensional US High Profitability ETF 1.0 21 14 6.3 +2.1
BUL Pacer US Cash Cows Growth ETF 1.0 60 -25 5.2 +1.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.0 12 23 8.4 +4.1
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 -25 5.7 +1.4
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.5 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.5 +1.3
WISE Themes Generative Artificial Intelligence ETF 1.0 35 0 -0.4 -4.7
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 5.0 +0.7
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 4.7 +0.4
OEF iShares S&P 100 ETF 0.9 20 15 4.4 +0.2
JEPI JPMorgan Equity Premium Income ETF 0.9 35 0 5.8 +1.5
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 4.1 -0.2
AGRW Allspring LT Large Growth ETF 0.9 35 0 3.6 -0.7
SMMD iShares Russell 2500 ETF 0.9 15 20 7.1 +2.8
TMAT Main Thematic Innovation ETF 0.9 164 -129 -1.5 -5.8
FQAL Fidelity Quality Factor ETF 0.9 15 20 5.8 +1.5
CGDG Capital Group Dividend Growers ETF 0.9 47 -12 6.0 +1.8
FLRG Fidelity U.S. Multifactor ETF 0.9 15 20 7.0 +2.7
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 3.9 -0.3
JGRO JPMorgan Active Growth ETF 0.9 44 -9 3.6 -0.7
OEI Optimized Equity Income ETF 0.9 75 -40 0.0 -4.3
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 13 5.7 +1.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 -3 7.8 +3.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 0 7.8 +3.5
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 23 6.0 +1.7
FDVV Fidelity High Dividend ETF 0.9 15 20 7.6 +3.4
FVD First Trust Value Line Dividend Index Fund 0.8 65 -30 6.3 +2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.7 +0.4
FDLO Fidelity Low Volatility Factor ETF 0.8 15 20 5.5 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 15 5.5 +1.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.3 -4.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 -10 4.4 +0.1
IWC iShares Micro-Cap ETF 0.7 60 -25 -1.6 -5.9
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -12 5.7 +1.4
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.3 +0.0
VONG Vanguard Russell 1000 Growth ETF 0.7 7 28 4.4 +0.1
MAGA Point Bridge America First ETF 0.7 72 -37 6.4 +2.2
CANC Tema Oncology ETF 0.7 75 -40 -2.5 -6.8
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 22 6.3 +2.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 10.3 +6.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -13 6.3 +2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 -21 6.3 +2.0
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 7.5 +3.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.6 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -24 2.1 -2.2
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 10 10.1 +5.8
CZAR Themes Natural Monopoly ETF 0.6 35 0 5.6 +1.3
BLES Inspire Global Hope ETF 0.6 61 -26 6.9 +2.6
ARKK ARK Innovation ETF 0.6 75 -40 -2.5 -6.8
JHDV John Hancock U.S. High Dividend ETF 0.6 34 1 6.7 +2.5
ILCG iShares Morningstar Growth ETF 0.6 4 31 3.8 -0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -7 5.3 +1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 25 4.4 +0.1
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 3.4 -0.8
MILN Global X Millennial Consumer ETF 0.5 50 -15 4.3 -0.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 25 4.3 +0.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -25 5.3 +1.0
AVUQ Avantis U.S. Quality ETF 0.5 15 20 4.5 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 23 5.1 +0.8
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.5 +0.2
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 4.9 +0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.5 +2.2
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 4.1 -0.2
GEW Cambria Global EW ETF 0.4 29 6 0.0 -4.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -4.7 -9.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 17 4.7 +0.5
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 0.0 -4.3
TCV Towle Value ETF 0.4 85 -50 11.7 +7.4
PPTY US Diversified Real Estate ETF 0.4 53 -18 8.5 +4.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 4.0 -0.3
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.6 +0.3
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.9 -0.4
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.8 -0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.8 -0.5
YOKE Yoke Core ETF 0.3 42 -7 5.1 +0.8
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.2 -0.0
BIBL Inspire 100 ETF 0.3 35 0 5.3 +1.0
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 0 4.8 +0.5
DAK Dakota Active Equity ETF 0.2 43 -8 4.5 +0.2
QDF FlexShares Quality Dividend Index Fund 0.2 37 -2 6.3 +2.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 7.9 +3.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 5 4.4 +0.2
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 3.0 -1.3
IBB iShares Biotechnology ETF 0.2 45 -10 -0.0 -4.3
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.9 +1.6
IVW iShares S&P 500 Growth ETF 0.2 18 17 4.0 -0.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.2 -0.1
STXG Strive 1000 Growth ETF 0.2 18 17 3.9 -0.4
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 4.1 -0.1
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 4.3 +0.0
TTAC FCF US Quality ETF 0.1 59 -24 6.0 +1.7
ISRA VanEck Israel ETF 0.1 59 -24 6.7 +2.4
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.2 +3.9
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 8.3 +4.0
DIVN Horizon Dividend Income ETF 0.1 70 -35 7.9 +3.6
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.7 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.9 +0.6
LVOL American Century Low Volatility ETF 0.1 29 6 5.1 +0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.6 +0.3
VOT Vanguard Mid-Cap Growth ETF 0.0 7 28 3.5 -0.8
QGRW WisdomTree U.S. Quality Growth Fund 0.0 28 7 4.2 -0.1
XT iShares Exponential Technologies ETF 0.0 46 -11 4.6 +0.4

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 Services 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 8.9 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
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.