SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.5% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 24.7x P/Sales
ratio		 0.6x
P/BV
ratio		 2.2x Div.
yield		 0.9%


  • 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) $88
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 60
Wgt avg mkt cap (mns) $28,135
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
AGILON HEALTH INC 2.9 %
OPTION CARE HEALTH INC 2.7 %
ALIGNMENT HEALTHCARE, INC. 2.6 %
GENEDX HOLDINGS CORP. CLASS A 2.6 %
PROGYNY, INC. 2.6 %
CVS CAREMARK CORP 2.5 %
GUARDANT HEALTH, INC. 2.3 %
CLOVER HEALTH INVESTMENTS CORP CLA 2.3 %
MCKESSON CORP 2.2 %
PRIVIA HEALTH GROUP, INC. 2.2 %
Total 24.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
8.3% 8.4% 8.0% 5.5% 11.7%

Market Correlations
versus... Beta R-squared
S&P500 1.00 57%
MSCI EAFE 0.87 45%
MSCI Emg. Mkts. 0.47 13%

Technical Indicators
Recent close $98.22
30d moving avg. $97.72
Annualized volatility 22.6%
Short interest (ETF) 12.5%
Short interest (Underlying) 4.4%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.7%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 641 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™: 3.5%


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 39.6 40 -5 7.0 +3.5
FXH First Trust Health Care AlphaDEX Fund 28.5 62 -27 7.9 +4.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.0 40 -5 7.5 +4.1
PSCH Invesco S&P SmallCap Health Care ETF 18.5 29 6 4.2 +0.7
RPV Invesco S&P 500 Pure Value ETF 15.5 35 0 10.7 +7.2
RWL Invesco S&P 500 Revenue ETF 15.2 39 -4 7.0 +3.5
VFLO VictoryShares Free Cash Flow ETF 15.1 39 -4 10.7 +7.3
VHT Vanguard Health Care ETF 14.0 10 25 5.7 +2.3
FHLC Fidelity MSCI Health Care Index ETF 13.7 8 27 5.9 +2.4
XLV Health Care Select Sector SPDR Fund 13.6 8 27 7.0 +3.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 13.2 60 -25 -2.9 -6.3
SPVU Invesco S&P 500 Enhanced Value ETF 12.9 13 22 10.5 +7.0
SMRI Bushido Capital US Equity ETF 12.0 71 -36 9.9 +6.4
IXJ iShares Global Healthcare ETF 10.3 42 -7 6.6 +3.1
IYH iShares U.S. Healthcare ETF 10.1 40 -5 6.4 +2.9
BLCV iShares Large Cap Value Active ETF 9.8 53 -18 7.6 +4.1
PINK Simplify Health Care ETF 9.5 50 -15 0.9 -2.6
HKND Humankind US Stock ETF 9.5 11 24 7.5 +4.0
DSTL Distillate US Fundamental Stability & Value ETF 9.4 39 -4 8.3 +4.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.4 35 0 6.1 +2.6
MEDI Harbor Health Care ETF 9.3 80 -45 -1.6 -5.1
SRHQ SRH U.S. Quality ETF 9.3 35 0 7.6 +4.1
FFTY Innovator IBD 50 ETF 9.0 80 -45 -2.5 -6.0
WTV WisdomTree US Value Fund of Benef Interest 8.8 12 23 9.5 +6.0
RTH VanEck Retail ETF 8.7 35 0 5.3 +1.8
LQPE PEO AlphaQuest Thematic PE ETF 8.6 125 -90 6.9 +3.4
LST Leuthold Select Industries ETF 8.5 91 -56 6.1 +2.6
DUSA Davis Select U.S. Equity ETF 8.4 61 -26 8.2 +4.8
FDHT Fidelity Digital Health ETF 8.3 39 -4 1.9 -1.5
IPDP Dividend Performers ETF 8.2 122 -87 5.0 +1.5
FMED Fidelity Disruptive Medicine ETF 7.4 50 -15 -1.1 -4.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.3 65 -30 2.3 -1.2
FBCV Fidelity Blue Chip Value ETF 7.2 59 -24 7.5 +4.1
SPVM Invesco S&P 500 Value with Momentum ETF 7.0 39 -4 8.5 +5.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.0 20 15 7.4 +3.9
SIXL ETC 6 Meridian Low Beta Equity ETF 6.9 80 -45 5.7 +2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.9 20 15 5.3 +1.8
IUS Invesco RAFI Strategic US ETF 6.7 19 16 7.1 +3.6
HART IQ Healthy Hearts ETF 6.7 45 -10 6.6 +3.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.7 15 20 6.4 +3.0
FLDZ RiverNorth Patriot ETF 6.7 75 -40 5.9 +2.5
QLTY GMO U.S. Quality ETF 6.6 50 -15 5.0 +1.5
IYK iShares U.S. Consumer Staples ETF 6.6 40 -5 5.9 +2.4
DWLD Davis Select Worldwide ETF 6.5 63 -28 7.8 +4.3
DEUS Xtrackers Russell US Multifactor ETF 6.5 17 18 6.9 +3.4
POWA Invesco Bloomberg Pricing Power ETF 6.5 40 -5 5.3 +1.9
VLUE iShares MSCI USA Value Factor ETF 6.4 15 20 10.2 +6.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.4 15 20 10.0 +6.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.4 75 -40 7.6 +4.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.3 29 6 6.8 +3.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.2 48 -13 8.3 +4.9
ROSC Hartford Multifactor Small Cap ETF 6.2 34 1 9.0 +5.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.2 18 17 4.9 +1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.1 19 16 6.5 +3.0
JAVA JPMorgan Active Value ETF 6.1 44 -9 6.3 +2.8
BLCR iShares Large Cap Core Active ETF 6.0 36 -1 4.3 +0.8
LFSC F/m Emerald Life Sciences Innovation ETF 5.8 79 -44 -3.6 -7.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 5.8 35 0 10.9 +7.4
TXS Texas Capital Texas Equity Index ETF 5.8 49 -14 5.1 +1.6
OSCV Opus Small Cap Value ETF 5.7 79 -44 6.7 +3.3
EVUS iShares ESG Aware MSCI USA Value ETF 5.5 18 17 6.0 +2.5
PSC Principal U.S. Small-Cap ETF 5.5 38 -3 6.9 +3.5
QVAL Alpha Architect US Quantitative Value ETF 5.5 39 -4 10.3 +6.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.4 30 5 7.0 +3.5
XSHQ Invesco S&P SmallCap Quality ETF 5.4 29 6 8.4 +5.0
NULV Nuveen ESG Large-Cap Value ETF 5.4 26 9 6.2 +2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 5.3 20 15 6.8 +3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.3 70 -35 2.8 -0.7
HLGE Hartford Longevity Economy ETF 5.3 44 -9 5.5 +2.1
STXV Strive 1000 Value ETF 5.2 18 17 7.5 +4.0
LYLD Cambria Large Cap Shareholder Yield ETF 5.1 59 -24 9.8 +6.3
DFUV Dimensional US Marketwide Value ETF 5.1 22 13 8.1 +4.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.0 60 -25 1.2 -2.3
JSML Janus Henderson Small Cap Growth Alpha ETF 5.0 30 5 8.6 +5.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.0 20 15 7.8 +4.3
FTA First Trust Large Cap Value AlphaDEX Fund 5.0 59 -24 9.4 +6.0
SNPV Xtrackers S&P 500 Value ESG ETF 4.9 15 20 5.4 +1.9
PRAY FIS Christian Stock Fund 4.9 69 -34 5.5 +2.0
VFMV Vanguard U.S. Minimum Volatility ETF 4.9 13 22 5.5 +2.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 4.8 70 -35 5.2 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 7.6 +4.1
DFLV Dimensional US Large Cap Value ETF 4.8 22 13 8.2 +4.7
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.6 +3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 17 7.2 +3.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.7 65 -30 5.4 +1.9
EQRR ProShares Equities for Rising Rates ETF 4.7 35 0 8.0 +4.5
FXG First Trust Consumer Staples AlphaDEX Fund 4.7 63 -28 7.7 +4.2
RAFE PIMCO RAFI ESG U.S. ETF 4.6 29 6 7.3 +3.8
PPH VanEck Pharmaceutical ETF 4.6 36 -1 9.8 +6.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.6 55 -20 4.2 +0.8
VLU SPDR S&P 1500 Value Tilt ETF 4.6 12 23 7.2 +3.7
PWV Invesco Large Cap Value ETF 4.6 55 -20 7.6 +4.1
VTV Vanguard Value ETF 4.5 4 31 6.9 +3.5
QUS SPDR MSCI USA StrategicFactors ETF 4.5 15 20 5.8 +2.3
WCEO Hypatia Women CEO ETF 4.5 85 -50 -1.3 -4.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.5 50 -15 4.3 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 4.5 15 20 5.5 +2.0
PRF Invesco FTSE RAFI US 1000 ETF 4.4 39 -4 7.0 +3.5
LCF Touchstone US Large Cap Focused ETF 4.4 69 -34 4.6 +1.2
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 7.2 +3.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.4 50 -15 8.3 +4.9
FNDX Schwab Fundamental US Large Co. Index ETF 4.4 25 10 7.4 +3.9
ITAN Sparkline Intangible Value ETF 4.3 50 -15 6.5 +3.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.3 79 -44 5.2 +1.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.3 25 10 7.8 +4.3
ACWV iShares MSCI Global Min Vol Factor ETF 4.3 20 15 5.9 +2.4
VOOV Vanguard S&P 500 Value ETF 4.3 10 25 6.3 +2.8
SHRY First Trust Bloomberg Shareholder Yield ETF 4.3 60 -25 7.9 +4.5
IVE iShares S&P 500 Value ETF 4.3 18 17 6.2 +2.8
IWO iShares Russell 2000 Growth ETF 4.3 24 11 1.5 -2.0
SPYV SPDR Portfolio S&P 500 Value ETF 4.2 4 31 6.4 +2.9
FTDS First Trust Dividend Strength ETF 4.2 70 -35 7.8 +4.4
COWZ Pacer US Cash Cows 100 ETF 4.2 49 -14 9.5 +6.0
JVAL JPMorgan U.S. Value Factor ETF 4.2 12 23 8.5 +5.1
MGV Vanguard Mega Cap Value ETF 4.2 7 28 6.7 +3.3
FNDB Schwab Fundamental US Broad Market Index ETF 4.2 25 10 7.3 +3.8
IUSV iShares Core S&P US Value ETF 4.2 4 31 6.5 +3.0
VTWG Vanguard Russell 2000 Growth ETF 4.2 15 20 1.5 -1.9
ROE Astoria US Quality Kings ETF 4.2 49 -14 7.0 +3.5
DIVL Madison Dividend Value ETF 4.2 65 -30 5.4 +1.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 4.2 59 -24 6.1 +2.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.1 50 -15 7.3 +3.9
ILCV iShares Morningstar Value ETF 4.1 4 31 6.7 +3.2
GVLU Gotham 1000 Value ETF 4.1 50 -15 9.1 +5.6
VFVA Vanguard U.S. Value Factor ETF 4.0 13 22 11.7 +8.2
AUSF Global X Adaptive U.S. Factor ETF 4.0 27 8 9.2 +5.7
USSE Segall Bryant & Hamill Select Equity ETF 4.0 65 -30 4.4 +0.9
BDIV AAM Brentview Dividend Growth ETF 4.0 49 -14 4.3 +0.9
CHGX AXS Change Finance ESG ETF 4.0 49 -14 5.3 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 4.0 42 -7 5.0 +1.5
GLRY Inspire Faithward Mid Cap Momentum ETF 4.0 80 -45 6.6 +3.1
CWS AdvisorShares Focused Equity ETF 3.9 84 -49 4.9 +1.4
AFSM First Trust Active Factor Small Cap ETF 3.9 75 -40 7.0 +3.5
COWS Amplify Cash Flow Dividend Leaders ETF 3.9 0 35 12.7 +9.3
KRMA Global X Conscious Companies ETF 3.9 43 -8 6.1 +2.7
IWX iShares Russell Top 200 Value ETF 3.9 20 15 6.4 +3.0
FDLS Inspire Fidelis Multi Factor ETF 3.8 76 -41 5.8 +2.3
VFMF Vanguard U.S. Multifactor ETF 3.8 18 17 8.5 +5.0
ULVM VictoryShares US Value Momentum ETF 3.8 20 15 7.2 +3.8
MBOX Freedom Day Dividend ETF 3.8 39 -4 7.4 +3.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.8 55 -20 5.2 +1.7
IWD iShares Russell 1000 Value ETF 3.8 19 16 6.5 +3.0
VONV Vanguard Russell 1000 Value ETF 3.8 8 27 6.6 +3.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.7 40 -5 7.0 +3.6
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 6.8 +3.3
NUDV Nuveen ESG Dividend ETF 3.7 26 9 6.7 +3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 23 6.5 +3.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.7 15 20 4.7 +1.2
XMLV Invesco S&P MidCap Low Volatility ETF 3.7 25 10 6.0 +2.6
SWP SWP Growth & Income ETF 3.6 99 -64 4.6 +1.1
AFMC First Trust Active Factor Mid Cap ETF 3.6 65 -30 8.2 +4.7
VOE Vanguard Mid-Cap Value ETF 3.6 7 28 7.2 +3.8
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 10 5.9 +2.4
VEGN US Vegan Climate ETF 3.6 60 -25 4.6 +1.1
JPEF JPMorgan Equity Focus ETF 3.6 50 -15 4.5 +1.0
LOWV AB US Low Volatility Equity ETF 3.6 48 -13 5.3 +1.9
FVAL Fidelity Value Factor ETF 3.6 15 20 7.3 +3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 10 6.0 +2.6
CALF Pacer US Small Cap Cash Cows 100 ETF 3.6 59 -24 12.0 +8.5
FNX First Trust Mid Cap Core AlphaDEX Fund 3.6 60 -25 8.2 +4.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.6 35 0 3.7 +0.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 4 6.4 +2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.6 39 -4 9.8 +6.3
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 8.3 +4.9
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 15 6.3 +2.9
VIG Vanguard Dividend Appreciation ETF 3.6 6 29 6.0 +2.5
FAB First Trust Multi Cap Value AlphaDEX Fund 3.6 67 -32 10.1 +6.6
ACSI American Customer Satisfaction ETF 3.5 65 -30 5.2 +1.8
HELX Franklin Genomic Advancements ETF 3.5 50 -15 0.1 -3.4
ZECP Zacks Earnings Consistent Portfolio ETF 3.5 55 -20 4.9 +1.4
FESM Fidelity Enhanced Small Cap ETF 3.5 28 7 3.8 +0.4
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 3.5 75 -40 0.9 -2.6
QUVU Hartford Quality Value ETF 3.5 46 -11 7.0 +3.5
ECML Euclidean Fundamental Value ETF 3.4 95 -60 13.1 +9.7
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 17 5.8 +2.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.4 52 -17 6.9 +3.4
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 -24 4.4 +0.9
GLBL Pacer MSCI World Industry Advantage ETF 3.4 65 -30 5.0 +1.5
DVND Touchstone Dividend Select ETF 3.4 67 -32 5.7 +2.2
USMF WisdomTree U.S. Multifactor Fund 3.4 28 7 6.7 +3.2
SAGP Strategas Global Policy Opportunities ETF 3.4 65 -30 5.3 +1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.3 30 5 7.9 +4.5
CCMG CCM Global Equity ETF 3.3 34 1 8.5 +5.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 23 4.8 +1.3
NIXT Research Affiliates Deletions ETF 3.3 9 26 3.8 +0.3
PFM Invesco Dividend Achievers ETF 3.3 53 -18 5.3 +1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 6 6.4 +3.0
IMCV iShares Morningstar Mid-Cap Value ETF 3.3 6 29 7.9 +4.4
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 5 5.9 +2.5
XMMO Invesco S&P MidCap Momentum ETF 3.2 34 1 5.6 +2.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.2 60 -25 7.1 +3.6
AIEQ AI Powered Equity ETF 3.2 75 -40 4.1 +0.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.2 6 29 2.7 -0.7
XMHQ Invesco S&P MidCap Quality ETF 3.2 25 10 7.1 +3.7
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 -3 4.9 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 3.2 29 6 5.1 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.6 +2.1
AFLG First Trust Active Factor Large Cap ETF 3.2 55 -20 6.2 +2.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.2 35 0 3.1 -0.3
FEX First Trust Large Cap Core AlphaDEX Fund 3.2 59 -24 6.5 +3.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.1 60 -25 5.7 +2.2
IJT iShares S&P Small-Cap 600 Growth ETF 3.1 18 17 5.1 +1.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 6 4.8 +1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.1 39 -4 5.4 +2.0
SYLD Cambria Shareholder Yield ETF 3.1 59 -24 11.9 +8.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 18 5.7 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 6.1 +2.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.1 60 -25 6.4 +3.0
JHMM John Hancock Multifactor Mid Cap ETF 3.1 42 -7 6.5 +3.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 6.0 +2.5
SQLV Royce Quant Small-Cap Quality Value ETF 3.1 60 -25 9.6 +6.2
WBIY WBI Power Factor High Dividend ETF 3.1 100 -65 13.4 +9.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.1 9 26 4.0 +0.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 15 5.5 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 3.0 12 23 6.6 +3.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.0 75 -40 5.1 +1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 0 4.6 +1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 3.0 75 -40 5.2 +1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.0 60 -25 4.0 +0.6
KOCG FIS Knights of Columbus Global Belief ETF 3.0 75 -40 5.4 +1.9
VAMO Cambria Value & Momentum ETF 3.0 61 -26 6.8 +3.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.0 29 6 7.4 +3.9
SLYG SPDR S&P 600 Small Cap Growth ETF 3.0 15 20 5.1 +1.6
QVML Invesco S&P 500 QVM Multi-factor ETF 3.0 11 24 5.4 +1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.0 15 20 5.3 +1.9
REVS Columbia Research Enhanced Value ETF 2.9 19 16 7.6 +4.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.9 35 0 6.9 +3.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.9 5 30 7.1 +3.7
RAYD Rayliant Quantitative Developed Market Equity ETF 2.9 80 -45 4.7 +1.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.9 15 20 7.3 +3.8
PKW Invesco Buyback Achievers ETF 2.9 62 -27 8.0 +4.5
IWM iShares Russell 2000 ETF 2.9 19 16 3.6 +0.2
DGRO iShares Core Dividend Growth ETF 2.9 8 27 6.6 +3.1
RSSL Global X Russell 2000 ETF 2.9 8 27 3.6 +0.1
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 26 6.0 +2.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 2.9 38 -3 10.1 +6.7
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 15 9.1 +5.6
FLV American Century Focused Large Cap Value ETF 2.8 42 -7 6.7 +3.2
IWP iShares Russell Mid-Cap Growth ETF 2.8 23 12 3.7 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -14 4.9 +1.5
VTWO Vanguard Russell 2000 ETF 2.8 10 25 3.8 +0.3
VSLU Applied Finance Valuation Large Cap ETF 2.8 49 -14 5.9 +2.4
TMFC Motley Fool 100 Index ETF 2.8 50 -15 4.1 +0.7
STXD Strive 1000 Dividend Growth ETF 2.8 35 0 5.0 +1.5
BGDV Bahl & Gaynor Dividend ETF 2.8 45 -10 5.0 +1.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.8 39 -4 4.0 +0.6
ESGU iShares ESG Aware MSCI USA ETF 2.8 15 20 5.1 +1.7
IJR iShares Core S&P Small Cap ETF 2.8 6 29 7.3 +3.8
ISMD Inspire Small/Mid Cap ETF 2.8 54 -19 4.7 +1.2
NUSC Nuveen ESG Small-Cap ETF 2.8 31 4 5.3 +1.8
CVAR Cultivar ETF 2.8 87 -52 6.1 +2.6
SCHG Schwab U.S. Large-Cap Growth ETF 2.7 4 31 4.4 +0.9
SIZE iShares MSCI USA Size Factor ETF 2.7 15 20 5.8 +2.3
EES WisdomTree U.S. SmallCap Fund 2.7 38 -3 9.1 +5.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.7 49 -14 8.7 +5.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.7 30 5 7.6 +4.1
AGNG Global X Aging Population ETF 2.7 50 -15 4.2 +0.7
FSMD Fidelity Small-Mid Multifactor ETF 2.7 15 20 7.0 +3.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 6.1 +2.7
BUZZ VanEck Social Sentiment ETF 2.7 75 -40 -1.3 -4.7
FCPI Fidelity Stocks for Inflation ETF 2.7 15 20 7.8 +4.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 26 5.0 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.6 3 32 7.4 +3.9
CGDV Capital Group Dividend Value ETF 2.6 33 2 4.9 +1.4
DFAS Dimensional U.S. Small Cap ETF 2.6 26 9 6.9 +3.5
RECS Columbia Research Enhanced Core ETF 2.6 15 20 6.2 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 25 7.2 +3.8
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -13 4.8 +1.3
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 26 5.0 +1.5
JHML John Hancock Multifactor Large Cap ETF 2.6 29 6 5.6 +2.1
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 20 7.6 +4.1
AVSC Avantis U.S Small Cap Equity ETF 2.6 25 10 6.6 +3.1
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.4 +1.9
LRGF iShares U.S. Equity Factor ETF 2.6 8 27 5.8 +2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.6 12 23 5.0 +1.6
RFFC ALPS Active Equity Opportunity ETF 2.6 48 -13 4.5 +1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.6 52 -17 5.6 +2.2
EQIN Columbia US Equity Income ETF 2.6 35 0 6.8 +3.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 58 -23 5.6 +2.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.5 47 -12 9.8 +6.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -29 2.4 -1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.5 71 -36 1.1 -2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 2.5 17 18 6.0 +2.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.5 80 -45 6.0 +2.6
FYX First Trust Small Cap Core AlphaDEX Fund 2.5 61 -26 5.9 +2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 25 5.4 +1.9
XVV iShares ESG Screened S&P 500 ETF 2.5 8 27 5.1 +1.7
XSMO Invesco S&P SmallCap Momentum ETF 2.5 39 -4 5.3 +1.8
CZA Invesco Zacks Mid-Cap ETF 2.5 72 -37 5.9 +2.4
SDOG ALPS Sector Dividend Dogs ETF 2.5 36 -1 9.3 +5.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.5 45 -10 9.2 +5.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.5 39 -4 10.3 +6.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.5 35 0 9.2 +5.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.4 68 -33 2.5 -1.0
IJS iShares S&P Small-Cap 600 Value ETF 2.4 18 17 9.4 +6.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.4 15 20 6.0 +2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 20 4.3 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.4 15 20 6.0 +2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -25 4.7 +1.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.4 20 15 6.6 +3.1
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 5.0 +1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 15 5.3 +1.8
VBK Vanguard Small-Cap Growth ETF 2.4 7 28 1.7 -1.7
TPSC Timothy Plan US Small Cap Core ETF 2.4 52 -17 7.2 +3.7
CGGO Capital Group Global Growth Equity ETF 2.4 47 -12 5.0 +1.5
SHE SPDR MSCI USA Gender Diversity ETF 2.4 20 15 5.2 +1.7
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -25 5.4 +2.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 18 6.0 +2.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 20 5.7 +2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 23 7.0 +3.5
DFVX Dimensional US Large Cap Vector ETF 2.4 22 13 6.6 +3.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.4 28 7 5.7 +2.3
ARKG ARK Genomic Revolution ETF 2.3 75 -40 -10.8 -14.3
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 20 9.5 +6.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.3 35 0 4.7 +1.2
WDNA WisdomTree BioRevolution Fund 2.3 45 -10 0.0 -3.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 15 5.0 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.3 15 20 9.3 +5.8
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.6 +2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 10 5.9 +2.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.3 42 -7 5.5 +2.0
STXM Strive Mid-Cap ETF 2.3 18 17 3.6 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 2.3 25 10 6.2 +2.7
FNDA Schwab Fundamental US Small Co. Index ETF 2.3 25 10 6.6 +3.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.7 +1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.3 15 20 7.3 +3.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.3 15 20 4.3 +0.8
IWR iShares Russell Midcap ETF 2.3 19 16 5.8 +2.3
KLMN Invesco MSCI North America Climate ETF 2.3 9 26 5.3 +1.8
IVV iShares Core S&P 500 ETF 2.3 3 32 5.3 +1.8
VOO Vanguard S&P 500 ETF 2.3 3 32 5.3 +1.8
CGGR Capital Group Growth ETF 2.3 39 -4 3.7 +0.2
SPY SPDR S&P 500 ETF Trust 2.2 9 26 5.2 +1.8
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 33 5.3 +1.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.2 3 32 5.5 +2.0
DCOR Dimensional US Core Equity 1 ETF 2.2 14 21 5.8 +2.4
PBUS Invesco MSCI USA ETF 2.2 4 31 5.2 +1.7
EZM WisdomTree U.S. MidCap Fund 2.2 38 -3 9.3 +5.9
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -25 7.0 +3.5
VO Vanguard Mid-Cap ETF 2.2 4 31 5.6 +2.2
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 5.3 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.6 +4.2
DFUS Dimensional U.S. Equity ETF 2.2 9 26 5.3 +1.9
VV Vanguard Large-Cap ETF 2.2 4 31 5.2 +1.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.2 20 15 3.7 +0.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.2 85 -50 8.7 +5.2
EMOT First Trust S&P 500 Economic Moat ETF 2.2 60 -25 6.5 +3.1
IWV iShares Russell 3000 ETF 2.2 20 15 5.0 +1.6
MGC Vanguard Mega Cap ETF 2.2 7 28 5.1 +1.7
KRUZ Unusual Whales Subversive Republican Trading ETF 2.2 75 -40 6.0 +2.6
VTI Vanguard Total Stock Market ETF 2.2 3 32 5.2 +1.7
FSCS First Trust SMID Capital Strength ETF 2.2 60 -25 6.4 +2.9
STRV Strive 500 ETF 2.2 5 30 5.2 +1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 5.2 +1.7
VTHR Vanguard Russell 3000 ETF 2.2 10 25 5.2 +1.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.2 32 3 5.2 +1.7
IYY iShares Dow Jones U.S. ETF 2.2 20 15 5.1 +1.7
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 5.3 +1.8
DFAU Dimensional US Core Equity Market ETF 2.2 12 23 5.5 +2.1
VB Vanguard Small-Cap ETF 2.2 5 30 5.7 +2.3
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 5.2 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.2 75 -40 3.7 +0.3
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.3 +1.9
SCHK Schwab 1000 Index ETF 2.2 5 30 5.3 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -30 3.5 +0.1
PAWZ ProShares Pet Care ETF 2.2 50 -15 3.9 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 5.2 +1.7
IWB iShares Russell 1000 ETF 2.2 15 20 5.2 +1.7
RWK Invesco S&P MidCap 400 Revenue ETF 2.2 39 -4 10.2 +6.7
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.6 +2.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.2 15 20 5.8 +2.4
VONE Vanguard Russell 1000 ETF 2.1 8 27 5.3 +1.8
OPTZ Optimize Strategy Index ETF 2.1 50 -15 5.3 +1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 31 6.1 +2.7
GLOF iShares Global Equity Factor ETF 2.1 20 15 6.8 +3.3
IBUY Amplify Online Retail ETF 2.1 65 -30 3.7 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 5.3 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 28 6.2 +2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 5.2 +1.7
MDY SPDR S&P Midcap 400 ETF Trust 2.1 24 11 7.2 +3.7
IWL iShares Russell Top 200 ETF 2.1 15 20 5.1 +1.6
KONG Formidable Fortress ETF 2.1 89 -54 5.7 +2.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 -20 5.6 +2.1
RDVY First Trust Rising Dividend Achievers ETF 2.1 50 -15 7.8 +4.3
BEEX BeeHive ETF 2.1 84 -49 4.7 +1.2
VOTE TCW Transform 500 ETF 2.1 5 30 5.2 +1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 5.3 +1.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.1 60 -25 10.1 +6.6
IJH iShares Core S&P Mid-Cap ETF 2.1 5 30 7.4 +3.9
SFYX SoFi Next 500 ETF 2.1 0 35 3.6 +0.1
GSPY Gotham Enhanced 500 ETF 2.1 50 -15 5.5 +2.0
EPS WisdomTree U.S. LargeCap Fund 2.1 8 27 6.1 +2.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.1 73 -38 9.9 +6.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 31 5.9 +2.4
APUE ActivePassive U.S. Equity ETF 2.1 45 -10 4.9 +1.5
BMED Future Health ETF 2.1 85 -50 2.4 -1.0
IMCB iShares Morningstar Mid-Cap ETF 2.1 4 31 6.0 +2.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 32 7.4 +3.9
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 6.5 +3.1
SUSA iShares MSCI USA ESG Select ETF 2.1 25 10 5.0 +1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 10 25 7.3 +3.8
ACVF American Conservative Values ETF 2.0 75 -40 4.5 +1.0
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -55 10.0 +6.5
SIXS ETC 6 Meridian Small Cap Equity ETF 2.0 89 -54 9.4 +6.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 26 5.6 +2.1
BKWO BNY Mellon Women's Opportunities ETF 2.0 50 -15 4.0 +0.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 12.7 +9.2
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 12 5.8 +2.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 20 5.1 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 22 3.4 -0.1
DIVB iShares Core Dividend ETF 2.0 5 30 7.7 +4.2
VBR Vanguard Small Cap Value ETF 2.0 7 28 8.5 +5.0
MVPA Miller Value Partners Appreciation ETF 2.0 60 -25 8.4 +4.9
RVRB Reverb ETF 2.0 30 5 3.7 +0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -35 12.3 +8.8
YALL God Bless America ETF 2.0 65 -30 4.3 +0.9
FINX Global X FinTech ETF 1.9 68 -33 2.6 -0.8
TMFM Motley Fool Mid-Cap Growth ETF 1.9 85 -50 3.7 +0.2
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -50 3.1 -0.4
STXK Strive Small-Cap ETF 1.9 18 17 5.5 +2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 5.2 +1.8
PTL Inspire 500 ETF 1.9 9 26 5.4 +1.9
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 31 6.7 +3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 10 9.9 +6.4
DIVG Invesco S&P 500 High Dividend Growers ETF 1.9 39 -4 5.3 +1.8
DEEP Roundhill Acquirers Deep Value ETF 1.9 80 -45 19.9 +16.4
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.9 +1.4
TMFX Motley Fool Next Index ETF 1.9 50 -15 3.2 -0.3
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.6 +2.1
QUAL iShares MSCI USA Quality Factor ETF 1.9 15 20 5.3 +1.9
AVSU Avantis Responsible U.S. Equity ETF 1.9 15 20 6.4 +2.9
ADME Aptus Drawdown Managed Equity ETF 1.8 79 -44 4.3 +0.8
SFY SoFi Select 500 ETF 1.8 0 35 4.8 +1.4
PY Principal Value ETF 1.8 15 20 7.1 +3.7
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.9 +3.4
SDEP SFP Core Equity Strategy 1.8 10 25 2.8 -0.7
GDOC Goldman Sachs Future Health Care Equity ETF 1.8 75 -40 2.7 -0.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -24 4.0 +0.5
USMC Principal U.S. Mega-Cap ETF 1.8 12 23 5.0 +1.5
CGUS Capital Group Core Equity ETF 1.8 33 2 4.6 +1.2
GDIV Harbor Dividend Growth Leaders ETF 1.8 50 -15 5.2 +1.8
LGRO Level Four Large Cap Growth Active ETF 1.8 55 -20 4.1 +0.6
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 5.3 +1.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 7.4 +4.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.8 39 -4 4.1 +0.6
TOPT iShares Top 20 U.S. Stocks ETF 1.8 20 15 4.7 +1.2
DIA SPDR Dow Jones Industrial Average ETF Trust 1.8 16 19 5.7 +2.2
DIVZ TrueShares Low Volatility Equity Income ETF 1.8 65 -30 6.6 +3.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -30 4.0 +0.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.8 15 20 6.4 +2.9
JGRW Jensen Quality Growth ETF 1.8 57 -22 4.6 +1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.8 48 -13 6.0 +2.5
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.6 +1.1
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 31 6.8 +3.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.8 60 -25 6.3 +2.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 27 5.3 +1.8
FLRG Fidelity U.S. Multifactor ETF 1.7 15 20 7.1 +3.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 20 6.0 +2.5
DSI iShares MSCI KLD 400 Social ETF 1.7 25 10 5.2 +1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 17 8.6 +5.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 28 5.2 +1.8
FPX First Trust US Equity Opportunities ETF 1.7 61 -26 1.3 -2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.7 15 20 8.7 +5.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.7 15 20 8.7 +5.2
AZTD Aztlan Global Stock Selection DM SMID ETF 1.7 75 -40 8.4 +5.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.5 +2.0
TOK iShares MSCI Kokusai ETF 1.7 26 9 5.2 +1.7
TAX Cambria Tax Aware ETF 1.6 49 -14 5.4 +1.9
XLG Invesco S&P 500 Top 50 ETF 1.6 20 15 5.1 +1.6
VXF Vanguard Extended Market ETF 1.6 6 29 4.5 +1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.6 28 7 5.9 +2.4
DTD WisdomTree U.S. Total Dividend Fund 1.6 28 7 6.2 +2.8
OEF iShares S&P 100 ETF 1.6 20 15 5.1 +1.6
FDWM Fidelity Women's Leadership ETF 1.6 59 -24 3.2 -0.3
URTH iShares MSCI World ETF 1.6 24 11 5.5 +2.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.6 38 -3 8.7 +5.2
ESIX SPDR S&P SmallCap 600 ESG ETF 1.6 12 23 5.9 +2.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.6 7 28 8.2 +4.7
FDMO Fidelity Momentum Factor ETF 1.6 15 20 4.1 +0.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.5 39 -4 9.7 +6.2
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 25 6.1 +2.6
HDUS Hartford Disciplined US Equity ETF 1.5 19 16 5.9 +2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 25 5.3 +1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 5.3 +1.8
PDP Invesco Dorsey Wright Momentum ETF 1.5 62 -27 3.6 +0.1
JGLO JPMorgan Global Select Equity ETF 1.5 33 2 5.1 +1.7
VALQ American Century U.S. Quality Value ETF 1.5 29 6 7.6 +4.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 -12 5.7 +2.2
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 -7 4.1 +0.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.4 49 -14 4.3 +0.9
ISCV iShares Morningstar Small Cap Value ETF 1.4 6 29 8.4 +4.9
FFND Future Fund Active ETF 1.4 100 -65 4.7 +1.2
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -14 4.8 +1.3
BUL Pacer US Cash Cows Growth ETF 1.4 60 -25 6.7 +3.3
IWN iShares Russell 2000 Value ETF 1.4 24 11 5.8 +2.3
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 7 10.0 +6.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.4 25 10 5.4 +1.9
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 15 -9.4 -12.9
RGEF Rockefeller Global Equity ETF 1.4 55 -20 5.2 +1.8
CGDG Capital Group Dividend Growers ETF 1.4 47 -12 6.3 +2.9
JEPI JPMorgan Equity Premium Income ETF 1.4 35 0 5.4 +2.0
VTWV Vanguard Russell 2000 Value ETF 1.4 15 20 5.9 +2.5
FQAL Fidelity Quality Factor ETF 1.4 15 20 5.9 +2.4
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -10 7.0 +3.6
ACWI iShares MSCI ACWI ETF 1.4 32 3 6.0 +2.5
THNR Amplify Weight Loss Drug & Treatment ETF 1.4 59 -24 5.8 +2.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 5.7 +2.3
FVD First Trust Value Line Dividend Index Fund 1.4 65 -30 6.1 +2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.4 35 0 5.8 +2.3
WDIV SPDR S&P Global Dividend ETF 1.4 40 -5 9.6 +6.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.4 60 -25 2.1 -1.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -40 4.2 +0.7
VT Vanguard Total World Stock ETF 1.3 7 28 6.3 +2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 26 6.1 +2.6
THRO iShares U.S. Thematic Rotation Active ETF 1.3 90 -55 4.4 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -60 0.7 -2.8
SMOT VanEck Morningstar SMID Moat ETF 1.3 49 -14 7.1 +3.6
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 0 7.0 +3.5
VYM Vanguard High Dividend Yield Index ETF 1.3 6 29 7.3 +3.8
SPGP Invesco S&P 500 GARP ETF 1.3 34 1 9.6 +6.1
COPY Tweedy, Browne Insider + Value ETF 1.3 80 -45 12.6 +9.2
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 -3 8.3 +4.8
SPMO Invesco S&P 500 Momentum ETF 1.3 13 22 4.2 +0.7
FDLO Fidelity Low Volatility Factor ETF 1.3 15 20 5.4 +1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -2 5.9 +2.5
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 -17 6.9 +3.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 -19 6.9 +3.4
DGT SPDR Global Dow ETF 1.2 50 -15 7.5 +4.0
AVUS Avantis U.S. Equity ETF 1.2 15 20 6.3 +2.8
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 25 4.9 +1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 5.0 +1.5
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 -30 4.9 +1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 15 6.0 +2.6
GURU Global X Guru Index ETF 1.2 75 -40 4.2 +0.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.2 36 -1 10.3 +6.8
SPHQ Invesco S&P 500 Quality ETF 1.2 15 20 5.3 +1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 20 5.9 +2.5
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -25 6.7 +3.2
SDY SPDR S&P Dividend ETF 1.1 35 0 6.2 +2.7
DTEC ALPS Disruptive Technologies ETF 1.1 50 -15 4.0 +0.6
USCF Themes US Cash Flow Champions ETF 1.1 29 6 6.6 +3.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 25 3.3 -0.2
BFOR ALPS Barron's 400 ETF 1.1 65 -30 6.2 +2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -30 3.0 -0.5
SMMD iShares Russell 2500 ETF 1.1 15 20 6.2 +2.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 -25 5.7 +2.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.9 +7.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 10 4.9 +1.4
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 10 4.8 +1.4
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.6 +1.1
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 13 5.8 +2.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 -25 4.6 +1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -21 6.3 +2.8
FDVV Fidelity High Dividend ETF 1.0 15 20 7.5 +4.0
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.0 +3.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 25 4.2 +0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 23 5.1 +1.7
STXG Strive 1000 Growth ETF 1.0 18 17 4.2 +0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -24 2.8 -0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 29 4.1 +0.7
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 5.2 +1.7
KNO AXS Knowledge Leaders ETF 0.9 78 -43 6.1 +2.6
IWC iShares Micro-Cap ETF 0.9 60 -25 -1.1 -4.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 4.4 +0.9
GINN Goldman Sachs Innovate Equity ETF 0.9 52 -17 4.4 +0.9
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 -20 13.5 +10.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 4.8 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 23 6.0 +2.5
CGV Conductor Global Equity Value ETF 0.9 130 -95 9.2 +5.7
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 6 5.0 +1.5
QTUM Defiance Quantum ETF 0.8 40 -5 7.7 +4.3
JGRO JPMorgan Active Growth ETF 0.8 44 -9 3.9 +0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.8 12 23 4.5 +1.0
OZEM Roundhill GLP-1 & Weight Loss ETF 0.8 59 -24 1.1 -2.4
DFSV Dimensional US Small Cap Value ETF 0.8 31 4 10.9 +7.4
DUHP Dimensional US High Profitability ETF 0.8 21 14 6.6 +3.1
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 22 6.6 +3.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 -3 7.7 +4.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 0 7.7 +4.3
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 0 3.6 +0.2
BLES Inspire Global Hope ETF 0.8 61 -26 6.8 +3.4
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 25 4.9 +1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.7 70 -35 4.4 +0.9
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 0 14.1 +10.6
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 10 10.8 +7.3
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.8 +1.3
VONG Vanguard Russell 1000 Growth ETF 0.7 8 27 4.9 +1.4
SVAL iShares US Small Cap Value Factor ETF 0.7 20 15 11.0 +7.5
GQQQ Astoria US Quality Growth Kings ETF 0.7 35 0 5.6 +2.2
CANC Tema Oncology ETF 0.7 75 -40 -2.0 -5.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 17 5.2 +1.8
FDM First Trust Dow Jones Select MicroCap Index Fund 0.6 60 -25 8.4 +5.0
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -54 4.5 +1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 -10 4.9 +1.5
ABFL Abacus FCF Leaders ETF 0.6 59 -24 5.8 +2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -7 5.4 +2.0
MILN Global X Millennial Consumer ETF 0.6 50 -15 3.1 -0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.6 12 23 8.1 +4.6
TMAT Main Thematic Innovation ETF 0.6 164 -129 -1.5 -5.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.6 19 16 2.1 -1.3
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -15 4.8 +1.4
WISE Themes Generative Artificial Intelligence ETF 0.5 35 0 0.6 -2.9
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.3 +2.8
BIBL Inspire 100 ETF 0.5 35 0 4.7 +1.2
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -65 4.6 +1.1
VOT Vanguard Mid-Cap Growth ETF 0.5 7 28 3.7 +0.2
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -46 4.8 +1.3
CZAR Themes Natural Monopoly ETF 0.5 35 0 2.8 -0.7
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -12 5.5 +2.0
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.9 +1.4
ICAP InfraCap Equity Income Fund ETF 0.4 171 -136 5.2 +1.8
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 7.2 +3.7
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 -1.9 -5.4
GNOM Global X Genomics & Biotechnology ETF 0.4 50 -15 -3.0 -6.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.2 +2.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 4.3 +0.8
QDF FlexShares Quality Dividend Index Fund 0.3 37 -2 6.2 +2.7
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.8 +0.4
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.7 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 5 5.0 +1.6
ILCG iShares Morningstar Growth ETF 0.3 4 31 4.1 +0.7
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 3.4 -0.1
PPTY US Diversified Real Estate ETF 0.3 53 -18 1.9 -1.5
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 5.3 +1.8
DURA VanEck Durable High Dividend ETF 0.2 29 6 8.5 +5.0
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 7.8 +4.3
ISRA VanEck Israel ETF 0.2 59 -24 7.8 +4.3
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.3 +1.8
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 8.1 +4.7
IVW iShares S&P 500 Growth ETF 0.2 18 17 4.5 +1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.7 +1.2
VOOG Vanguard S&P 500 Growth ETF 0.2 10 25 4.6 +1.1
IBB iShares Biotechnology ETF 0.1 45 -10 0.8 -2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 5.1 +1.7
TTAC FCF US Quality ETF 0.1 59 -24 6.1 +2.6
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 4.9 +1.4
LVOL American Century Low Volatility ETF 0.1 29 6 4.4 +1.0
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.7 +1.2
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 7.7 +4.3
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.5 +1.0
MTUM iShares MSCI USA Momentum Factor ETF 0.0 15 20 3.9 +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:		 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 8.2 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.