SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 25.4x P/Sales
ratio		 0.6x
P/BV
ratio		 2.2x Div.
yield		 0.7%


  • 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) $86
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) $22,894
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
GENEDX HOLDINGS CORP. CLASS A 2.5 %
ADAPTHEALTH CORP. CLASS A 2.1 %
CARDINAL HEALTH INC 2.1 %
TENET HEALTHCARE CORP 2.1 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.1 %
CIGNA CORPORATION 2.0 %
CENCORA INC 2.0 %
HUMANA INC 2.0 %
CVS CAREMARK CORP 2.0 %
GUARDANT HEALTH, INC. 2.0 %
Total 20.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.2 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
10.4% 11.0% 8.1% 4.8% 11.6%

Market Correlations
versus... Beta R-squared
S&P500 0.89 48%
MSCI EAFE 0.80 40%
MSCI Emg. Mkts. 0.38 9%

Technical Indicators
Recent close $99.71
30d moving avg. $97.59
Annualized volatility 20.8%
Short interest (ETF) 13.2%
Short interest (Underlying) 4.4%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 11
Turnover 1.3%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 674 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™: 3.6%


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 40.2 40 -5 7.7 +4.1
FXH First Trust Health Care AlphaDEX Fund 28.8 62 -27 8.8 +5.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 27.2 40 -5 7.5 +3.9
PSCH Invesco S&P SmallCap Health Care ETF 16.0 29 6 4.5 +0.9
VHT Vanguard Health Care ETF 15.6 9 26 6.2 +2.6
RPV Invesco S&P 500 Pure Value ETF 15.4 35 0 10.5 +6.9
XLV Health Care Select Sector SPDR Fund 15.2 8 27 7.6 +4.0
VFLO VictoryShares Free Cash Flow ETF 14.9 39 -4 10.6 +7.0
RWL Invesco S&P 500 Revenue ETF 14.0 39 -4 6.7 +3.1
FHLC Fidelity MSCI Health Care Index ETF 13.8 8 27 6.3 +2.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.8 60 -25 7.0 +3.4
SPVU Invesco S&P 500 Enhanced Value ETF 13.7 13 22 10.0 +6.4
SMRI Bushido Capital US Equity ETF 13.7 71 -36 9.1 +5.5
QVAL Alpha Architect US Quantitative Value ETF 11.5 39 -4 9.7 +6.1
IYH iShares U.S. Healthcare ETF 11.3 40 -5 6.9 +3.3
IXJ iShares Global Healthcare ETF 11.2 42 -7 7.1 +3.5
FMTM MarketDesk Focused U.S. Momentum ETF 10.0 45 -10 3.9 +0.3
PINK Simplify Health Care ETF 9.6 50 -15 1.0 -2.6
DSTL Distillate US Fundamental Stability & Value ETF 9.5 39 -4 8.3 +4.7
HKND Humankind US Stock ETF 9.5 11 24 7.2 +3.6
LST Leuthold Select Industries ETF 9.3 91 -56 5.5 +1.9
SRHQ SRH U.S. Quality ETF 9.3 35 0 7.6 +4.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.9 35 0 6.1 +2.5
WTV WisdomTree US Value Fund of Benef Interest 8.8 12 23 9.3 +5.7
MEDI Harbor Health Care ETF 8.7 80 -45 -1.4 -5.0
HEAL Global X HealthTech ETF 8.4 50 -15 -0.7 -4.3
FDHT Fidelity Digital Health ETF 8.1 39 -4 0.8 -2.8
RTH VanEck Retail ETF 8.0 35 0 5.3 +1.7
IPDP Dividend Performers ETF 8.0 122 -87 5.1 +1.5
DUSA Davis Select U.S. Equity ETF 7.9 61 -26 7.3 +3.7
FMKT The Free Markets ETF 7.9 76 -41 2.1 -1.5
AVIE Avantis  Inflation Focused Equity ETF 7.9 25 10 7.3 +3.7
FOVL iShares Focused Value Factor ETF 7.9 25 10 10.0 +6.4
BLCV iShares Large Cap Value Active ETF 7.8 53 -18 7.5 +3.9
ECML Euclidean Fundamental Value ETF 7.5 95 -60 12.3 +8.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.4 20 15 7.7 +4.1
FLDZ RiverNorth Patriot ETF 7.3 75 -40 6.1 +2.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.2 20 15 6.0 +2.4
FBCV Fidelity Blue Chip Value ETF 7.2 59 -24 7.4 +3.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.1 18 17 5.7 +2.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.9 60 -25 -2.8 -6.4
SPVM Invesco S&P 500 Value with Momentum ETF 6.7 39 -4 8.3 +4.7
FMED Fidelity Disruptive Medicine ETF 6.7 50 -15 -1.1 -4.7
DEUS Xtrackers Russell US Multifactor ETF 6.5 17 18 7.0 +3.4
QLTY GMO U.S. Quality ETF 6.5 50 -15 4.7 +1.1
HART IQ Healthy Hearts ETF 6.5 45 -10 6.5 +2.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.5 48 -13 8.3 +4.7
IUS Invesco RAFI Strategic US ETF 6.5 19 16 6.8 +3.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.4 15 20 6.4 +2.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.4 15 20 9.2 +5.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.4 75 -40 7.2 +3.6
DWLD Davis Select Worldwide ETF 6.3 63 -28 7.4 +3.8
SIXL ETC 6 Meridian Low Beta Equity ETF 6.3 80 -45 6.1 +2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.3 19 16 6.4 +2.8
JAVA JPMorgan Active Value ETF 6.2 44 -9 6.4 +2.8
POWA Invesco Bloomberg Pricing Power ETF 6.0 40 -5 5.7 +2.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.0 29 6 6.2 +2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 6.0 30 5 8.3 +4.7
IYK iShares U.S. Consumer Staples ETF 5.9 40 -5 6.2 +2.6
OSCV Opus Small Cap Value ETF 5.9 79 -44 6.7 +3.1
TXS Texas Capital Texas Equity Index ETF 5.9 49 -14 5.7 +2.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 5.8 65 -30 1.0 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.8 30 5 6.9 +3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.7 70 -35 3.1 -0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 5.6 20 15 7.1 +3.5
LYLD Cambria Large Cap Shareholder Yield ETF 5.6 59 -24 9.7 +6.1
SYLD Cambria Shareholder Yield ETF 5.5 59 -24 11.8 +8.2
PSC Principal U.S. Small-Cap ETF 5.5 38 -3 6.9 +3.3
USMV iShares MSCI USA Min Vol Factor ETF 5.5 15 20 5.6 +2.0
NULV Nuveen ESG Large-Cap Value ETF 5.4 26 9 6.3 +2.7
BLCR iShares Large Cap Core Active ETF 5.3 36 -1 3.8 +0.2
FEGE First Eagle Global Equity ETF 5.2 79 -44 7.0 +3.4
VLU SPDR S&P 1500 Value Tilt ETF 5.1 12 23 7.6 +4.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.1 70 -35 4.7 +1.1
DFUV Dimensional US Marketwide Value ETF 5.1 22 13 7.7 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 5.1 15 20 6.8 +3.2
HLGE Hartford Longevity Economy ETF 5.0 44 -9 6.5 +2.9
GNOM Global X Genomics & Biotechnology ETF 5.0 50 -15 -3.7 -7.3
STXV Strive 1000 Value ETF 5.0 18 17 8.1 +4.5
LQPE PEO AlphaQuest Thematic PE ETF 4.9 125 -90 5.3 +1.7
VFMV Vanguard U.S. Minimum Volatility ETF 4.9 13 22 5.7 +2.1
GVLU Gotham 1000 Value ETF 4.8 50 -15 9.0 +5.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 4.8 55 -20 4.9 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 8.3 +4.7
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.7 +3.1
DFLV Dimensional US Large Cap Value ETF 4.7 22 13 7.9 +4.3
ROSC Hartford Multifactor Small Cap ETF 4.7 34 1 9.9 +6.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 17 7.8 +4.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.7 65 -30 6.4 +2.8
ACWV iShares MSCI Global Min Vol Factor ETF 4.6 20 15 5.9 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 4.6 29 6 7.2 +3.6
SPGP Invesco S&P 500 GARP ETF 4.6 34 1 9.2 +5.6
ITAN Sparkline Intangible Value ETF 4.6 50 -15 6.7 +3.1
LCF Touchstone US Large Cap Focused ETF 4.5 69 -34 4.3 +0.7
COWZ Pacer US Cash Cows 100 ETF 4.5 49 -14 9.4 +5.8
VLUE iShares MSCI USA Value Factor ETF 4.5 15 20 9.8 +6.2
WCEO Hypatia Women CEO ETF 4.5 85 -50 4.4 +0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.5 55 -20 4.2 +0.6
FNDX Schwab Fundamental US Large Co. Index ETF 4.4 25 10 7.2 +3.6
IWO iShares Russell 2000 Growth ETF 4.4 24 11 1.4 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 15 6.3 +2.7
VTWG Vanguard Russell 2000 Growth ETF 4.4 10 25 1.5 -2.1
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 7.2 +3.6
PWV Invesco Large Cap Value ETF 4.3 55 -20 7.4 +3.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.3 25 10 8.1 +4.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.3 55 -20 10.4 +6.8
FNDB Schwab Fundamental US Broad Market Index ETF 4.3 25 10 7.3 +3.7
QUS SPDR MSCI USA StrategicFactors ETF 4.3 15 20 5.7 +2.1
JVAL JPMorgan U.S. Value Factor ETF 4.2 12 23 8.3 +4.7
FNX First Trust Mid Cap Core AlphaDEX Fund 4.2 60 -25 7.8 +4.2
EVUS iShares ESG Aware MSCI USA Value ETF 4.2 18 17 6.8 +3.2
MGV Vanguard Mega Cap Value ETF 4.1 7 28 6.6 +3.0
VTV Vanguard Value ETF 4.1 4 31 6.9 +3.3
VAMO Cambria Value & Momentum ETF 4.1 61 -26 6.4 +2.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.1 60 -25 7.7 +4.1
VOE Vanguard Mid-Cap Value ETF 4.1 7 28 7.8 +4.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.1 60 -25 4.7 +1.1
PRAY FIS Christian Stock Fund 4.0 69 -34 5.1 +1.5
CCMG CCM Global Equity ETF 4.0 34 1 8.6 +5.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.0 60 -25 3.9 +0.3
AUSF Global X Adaptive U.S. Factor ETF 4.0 27 8 8.9 +5.3
VFVA Vanguard U.S. Value Factor ETF 4.0 13 22 11.3 +7.7
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 6.9 +3.3
ROE Astoria US Quality Kings ETF 4.0 49 -14 6.6 +3.0
CWS AdvisorShares Focused Equity ETF 4.0 84 -49 4.8 +1.2
MODL VictoryShares WestEnd U.S. Sector ETF 4.0 42 -7 4.6 +1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.9 79 -44 4.5 +0.9
PPH VanEck Pharmaceutical ETF 3.9 36 -1 10.3 +6.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.9 52 -17 6.3 +2.7
EQRR ProShares Equities for Rising Rates ETF 3.9 35 0 8.4 +4.8
FXG First Trust Consumer Staples AlphaDEX Fund 3.9 63 -28 8.5 +4.9
GLRY Inspire Faithward Mid Cap Momentum ETF 3.9 80 -45 6.4 +2.8
ACSI American Customer Satisfaction ETF 3.9 65 -30 4.8 +1.2
LFSC F/m Emerald Life Sciences Innovation ETF 3.9 79 -44 0.0 -3.6
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -30 8.9 +5.3
DIVL Madison Dividend Value ETF 3.8 65 -30 6.0 +2.4
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -30 4.3 +0.7
BDIV AAM Brentview Dividend Growth ETF 3.8 49 -14 4.6 +1.0
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 3.8 75 -40 1.2 -2.4
FDLS Inspire Fidelis Multi Factor ETF 3.8 76 -41 5.4 +1.8
VFMF Vanguard U.S. Multifactor ETF 3.8 18 17 8.2 +4.6
ULVM VictoryShares US Value Momentum ETF 3.8 20 15 7.4 +3.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -15 7.3 +3.7
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 6.8 +3.2
NUDV Nuveen ESG Dividend ETF 3.7 26 9 7.6 +4.0
JPEF JPMorgan Equity Focus ETF 3.7 50 -15 4.3 +0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 23 6.6 +3.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.7 40 -5 7.3 +3.7
ALIL Argent Focused Small Cap ETF 3.7 74 -39 7.2 +3.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.7 35 0 10.8 +7.2
VOOV Vanguard S&P 500 Value ETF 3.7 7 28 6.4 +2.8
TAX Cambria Tax Aware ETF 3.6 49 -14 5.3 +1.7
IWX iShares Russell Top 200 Value ETF 3.6 20 15 6.3 +2.7
ZECP Zacks Earnings Consistent Portfolio ETF 3.6 55 -20 4.8 +1.2
IVE iShares S&P 500 Value ETF 3.6 18 17 6.3 +2.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 31 6.4 +2.8
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 10 5.5 +1.9
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -24 9.1 +5.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.6 6 29 3.0 -0.6
FVAL Fidelity Value Factor ETF 3.6 15 20 7.1 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 10 5.9 +2.3
GSPY Gotham Enhanced 500 ETF 3.6 50 -15 5.4 +1.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 4 7.1 +3.5
QUVU Hartford Quality Value ETF 3.6 46 -11 7.2 +3.6
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 7.7 +4.1
LOWV AB US Low Volatility Equity ETF 3.6 48 -13 5.1 +1.5
BUZZ VanEck Social Sentiment ETF 3.6 75 -40 0.1 -3.5
SAGP Strategas Global Policy Opportunities ETF 3.5 65 -30 5.2 +1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.5 15 20 4.3 +0.7
IUSV iShares Core S&P US Value ETF 3.5 4 31 6.5 +2.9
HELX Franklin Genomic Advancements ETF 3.5 50 -15 -0.3 -3.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.5 50 -15 8.4 +4.8
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 18 6.1 +2.5
XMLV Invesco S&P MidCap Low Volatility ETF 3.4 25 10 7.6 +4.0
AFSM First Trust Active Factor Small Cap ETF 3.4 75 -40 7.8 +4.2
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 -24 4.3 +0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.4 25 10 5.4 +1.8
DVND Touchstone Dividend Select ETF 3.4 67 -32 5.7 +2.1
USMF WisdomTree U.S. Multifactor Fund 3.4 28 7 6.8 +3.2
ABLS Abacus FCF Small Cap Leaders ETF 3.4 59 -24 6.4 +2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 10 25 6.0 +2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.3 29 6 6.3 +2.7
ONEY SPDR Russell 1000 Yield Focus ETF 3.3 20 15 9.7 +6.1
XMMO Invesco S&P MidCap Momentum ETF 3.3 34 1 5.7 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.3 30 5 8.3 +4.7
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 23 4.5 +0.9
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.3 15 20 6.1 +2.5
NIXT Research Affiliates Deletions ETF 3.3 9 26 9.0 +5.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.2 39 -4 6.2 +2.6
BOUT Innovator IBD Breakout Opportunities ETF 3.2 81 -46 3.4 -0.2
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 15 6.4 +2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 6 6.5 +2.9
KRMA Global X Conscious Companies ETF 3.2 43 -8 5.9 +2.3
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 -3 4.7 +1.1
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.6 +2.0
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 5 6.1 +2.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.2 49 -14 9.4 +5.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.1 75 -40 4.8 +1.2
BGDV Bahl & Gaynor Dividend ETF 3.1 45 -10 4.8 +1.2
RSSL Global X Russell 2000 ETF 3.1 8 27 4.6 +1.0
VONV Vanguard Russell 1000 Value ETF 3.1 7 28 6.6 +3.0
AFLG First Trust Active Factor Large Cap ETF 3.1 55 -20 6.2 +2.6
VYM Vanguard High Dividend Yield Index ETF 3.1 6 29 7.2 +3.6
IWD iShares Russell 1000 Value ETF 3.1 19 16 6.5 +2.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.1 60 -25 6.1 +2.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.1 59 -24 11.3 +7.7
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.9 +2.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 6.4 +2.8
FESM Fidelity Enhanced Small Cap ETF 3.1 28 7 7.9 +4.3
JHMM John Hancock Multifactor Mid Cap ETF 3.1 42 -7 6.5 +2.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.1 59 -24 6.4 +2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 5.8 +2.2
SQLV Royce Quant Small-Cap Quality Value ETF 3.1 60 -25 9.9 +6.3
ILCV iShares Morningstar Value ETF 3.1 4 31 6.7 +3.1
VEGN US Vegan Climate ETF 3.0 60 -25 4.5 +0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.0 60 -25 6.3 +2.7
FLV American Century Focused Large Cap Value ETF 3.0 42 -7 6.8 +3.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 10 5.3 +1.7
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 10 5.2 +1.6
PRXV Praxis Impact Large Cap Value ETF 3.0 36 -1 6.6 +3.0
FSCS First Trust SMID Capital Strength ETF 3.0 60 -25 7.0 +3.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.0 35 0 5.6 +2.0
PKW Invesco Buyback Achievers ETF 3.0 62 -27 7.4 +3.8
DIVB iShares Core Dividend ETF 3.0 5 30 7.6 +4.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.0 30 5 13.1 +9.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -15 4.1 +0.5
VIG Vanguard Dividend Appreciation ETF 3.0 5 30 5.6 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.9 70 -35 4.7 +1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.9 35 0 7.3 +3.7
KOCG FIS Knights of Columbus Global Belief ETF 2.9 75 -40 5.1 +1.5
REVS Columbia Research Enhanced Value ETF 2.9 19 16 7.7 +4.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 8.8 +5.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.9 80 -45 4.4 +0.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.9 39 -4 9.8 +6.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.9 20 15 6.0 +2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.9 9 26 4.6 +1.0
AIEQ AI Powered Equity ETF 2.9 75 -40 3.8 +0.2
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 12 3.4 -0.2
IWM iShares Russell 2000 ETF 2.9 19 16 4.7 +1.1
VTWO Vanguard Russell 2000 ETF 2.8 7 28 4.7 +1.1
DFSU Dimensional US Sustainability Core 1 ETF 2.8 18 17 5.5 +1.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.8 68 -33 2.2 -1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 2.8 12 23 7.3 +3.7
VSLU Applied Finance Valuation Large Cap ETF 2.8 49 -14 5.7 +2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.8 67 -32 10.2 +6.6
DGRO iShares Core Dividend Growth ETF 2.8 8 27 6.5 +2.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.8 60 -25 9.8 +6.2
MNTL Tema Neuroscience and Mental Health ETF 2.8 75 -40 -0.9 -4.5
ISMD Inspire Small/Mid Cap ETF 2.8 54 -19 6.1 +2.5
CGDV Capital Group Dividend Value ETF 2.8 33 2 4.6 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.8 17 18 6.0 +2.4
XSHQ Invesco S&P SmallCap Quality ETF 2.8 29 6 8.3 +4.7
XMHQ Invesco S&P MidCap Quality ETF 2.8 25 10 7.3 +3.7
LRGC AB US Large Cap Strategic Equities ETF 2.8 48 -13 4.6 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.8 15 20 7.6 +4.0
CVAR Cultivar ETF 2.8 87 -52 6.9 +3.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 16 5.2 +1.6
SIZE iShares MSCI USA Size Factor ETF 2.7 15 20 5.8 +2.2
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 26 6.1 +2.5
FSMD Fidelity Small-Mid Multifactor ETF 2.7 15 20 7.3 +3.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 6.1 +2.5
EQIN Columbia US Equity Income ETF 2.7 35 0 6.9 +3.3
NUSC Nuveen ESG Small-Cap ETF 2.7 31 4 5.5 +1.9
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -30 4.3 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 6 4.9 +1.3
FCPI Fidelity Stocks for Inflation ETF 2.7 15 20 7.6 +4.0
AGNG Global X Aging Population ETF 2.7 50 -15 4.9 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 2.7 24 11 7.4 +3.8
IJH iShares Core S&P Mid-Cap ETF 2.7 5 30 7.6 +4.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 26 5.0 +1.4
RECS Columbia Research Enhanced Core ETF 2.6 15 20 5.9 +2.3
JHML John Hancock Multifactor Large Cap ETF 2.6 29 6 5.4 +1.8
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 20 7.3 +3.7
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.2 +1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 7 28 7.5 +3.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.6 29 6 4.4 +0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.6 3 32 7.6 +4.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.6 52 -17 5.5 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 58 -23 5.4 +1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.5 39 -4 6.7 +3.1
STXM Strive Mid-Cap ETF 2.5 18 17 6.5 +2.9
FFTY Innovator IBD 50 ETF 2.5 80 -45 0.5 -3.1
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 5.2 +1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.5 35 0 9.8 +6.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 25 5.3 +1.7
DGRW WisdomTree US Quality Dividend Growth Fund 2.5 28 7 5.6 +2.0
ISCB iShares Morningstar Small-Cap ETF 2.5 4 31 6.3 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 2.5 75 -40 5.3 +1.7
DFAS Dimensional U.S. Small Cap ETF 2.5 26 9 6.7 +3.1
PFM Invesco Dividend Achievers ETF 2.4 53 -18 5.3 +1.7
GQQQ Astoria US Quality Growth Kings ETF 2.4 35 0 4.8 +1.2
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -1.3 -4.9
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 71 -36 0.5 -3.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 30 8.0 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 20 4.7 +1.1
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.8 +1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 15 5.1 +1.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.4 47 -12 9.5 +5.9
CGGO Capital Group Global Growth Equity ETF 2.4 47 -12 4.7 +1.1
VBK Vanguard Small-Cap Growth ETF 2.4 7 28 2.0 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -25 5.8 +2.2
CZA Invesco Zacks Mid-Cap ETF 2.4 72 -37 6.5 +2.9
FNK First Trust Mid Cap Value AlphaDEX Fund 2.4 70 -35 11.3 +7.7
VO Vanguard Mid-Cap ETF 2.4 4 31 5.8 +2.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 20 5.5 +1.9
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 17 7.0 +3.4
GOP Unusual Whales Subversive Republican Trading ETF 2.4 50 -15 5.9 +2.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -45 8.2 +4.6
SFYX SoFi Next 500 ETF 2.4 0 35 6.0 +2.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.3 6 29 8.2 +4.6
LGCF Themes US Cash Flow Champions ETF 2.3 30 5 8.4 +4.8
EES WisdomTree U.S. SmallCap Fund 2.3 38 -3 9.2 +5.6
IWR iShares Russell Midcap ETF 2.3 19 16 5.9 +2.3
AVMV Avantis U.S. Mid Cap Value ETF 2.3 20 15 8.9 +5.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.9 +1.3
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 10 6.1 +2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.3 15 20 8.2 +4.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 10 5.9 +2.3
CGGR Capital Group Growth ETF 2.3 39 -4 3.3 -0.3
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.9 +1.3
RDVY First Trust Rising Dividend Achievers ETF 2.2 50 -15 7.5 +3.9
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 17 5.3 +1.7
EZM WisdomTree U.S. MidCap Fund 2.2 38 -3 9.3 +5.7
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -25 6.5 +2.9
VB Vanguard Small-Cap ETF 2.2 5 30 6.3 +2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 8.0 +4.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.2 35 0 10.7 +7.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 24 5.1 +1.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.2 36 -1 12.1 +8.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.2 32 3 5.0 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.2 75 -40 4.1 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 -29 2.4 -1.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 5.0 +1.4
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 26 4.8 +1.2
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 6.3 +2.7
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.3 +1.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 15 7.0 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.2 15 20 6.2 +2.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 31 6.3 +2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 5.0 +1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 28 6.3 +2.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.9 +1.3
VOTE TCW Transform 500 ETF 2.1 5 30 5.0 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 5.0 +1.4
EPS WisdomTree U.S. LargeCap Fund 2.1 8 27 5.8 +2.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -26 6.5 +2.9
FFOX FundX Future Fund Opportunities ETF 2.1 100 -65 4.4 +0.8
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 10 8.1 +4.5
XSLV Invesco S&P SmallCap Low Volatility ETF 2.1 25 10 7.5 +3.9
IWS iShares Russell Mid-Cap Value ETF 2.1 23 12 6.9 +3.3
BMED Future Health ETF 2.1 85 -50 0.5 -3.1
TPSC Timothy Plan US Small Cap Core ETF 2.1 52 -17 7.0 +3.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 -25 8.4 +4.8
CCFE Concourse Capital Focused Equity ETF 2.1 95 -60 1.8 -1.8
VBR Vanguard Small Cap Value ETF 2.1 7 28 9.3 +5.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 -4 3.2 -0.4
ACVF American Conservative Values ETF 2.0 75 -40 4.4 +0.8
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -55 10.2 +6.6
SIXS ETC 6 Meridian Small Cap Equity ETF 2.0 89 -54 10.3 +6.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 26 5.3 +1.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -24 6.0 +2.4
BKWO BNY Mellon Women's Opportunities ETF 2.0 50 -15 3.7 +0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 0 7.8 +4.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 12.1 +8.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 23 7.6 +4.0
MBOX Freedom Day Dividend ETF 2.0 39 -4 7.6 +4.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 -30 3.5 -0.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.0 +2.4
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 12 5.8 +2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 20 5.0 +1.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 17 5.7 +2.1
PAWZ ProShares Pet Care ETF 2.0 50 -15 3.7 +0.1
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -30 3.0 -0.6
MID American Century Mid Cap Growth Impact ETF 2.0 45 -10 3.1 -0.5
SWP SWP Growth & Income ETF 2.0 99 -64 4.3 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 22 3.2 -0.4
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -1 9.4 +5.8
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 9.5 +5.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 12.2 +8.6
RWK Invesco S&P MidCap 400 Revenue ETF 2.0 39 -4 9.7 +6.1
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 31 6.9 +3.3
ARKG ARK Genomic Revolution ETF 2.0 75 -40 0.0 -3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.0 60 -25 2.1 -1.5
YALL God Bless America ETF 2.0 65 -30 3.7 +0.1
ABIG Argent Large Cap ETF 2.0 49 -14 7.5 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 6.3 +2.7
SHRY First Trust Bloomberg Shareholder Yield ETF 2.0 60 -25 7.8 +4.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 20 8.1 +4.5
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 6.1 +2.5
KONG Formidable Fortress ETF 2.0 89 -54 6.0 +2.4
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -20 5.8 +2.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 20 6.4 +2.8
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.9 +1.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 1.9 85 -50 8.6 +5.0
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -25 6.9 +3.3
SEMG Suncoast Select Growth ETF 1.9 60 -25 4.1 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 5.0 +1.4
PTL Inspire 500 ETF 1.9 9 26 5.4 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 18 5.7 +2.1
FTDS First Trust Dividend Strength ETF 1.9 70 -35 7.8 +4.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -30 4.7 +1.1
TMFX Motley Fool Next Index ETF 1.9 50 -15 2.6 -1.0
TMFM Motley Fool Mid-Cap Growth ETF 1.9 85 -50 2.5 -1.1
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -50 3.4 -0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.9 15 20 5.7 +2.1
IJR iShares Core S&P Small Cap ETF 1.9 6 29 8.0 +4.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 25 5.8 +2.2
SDEP SFP Core Equity Strategy 1.9 10 25 6.4 +2.8
GDOC Goldman Sachs Future Health Care Equity ETF 1.9 75 -40 2.8 -0.9
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -24 3.9 +0.3
USMC Principal U.S. Mega-Cap ETF 1.9 12 23 4.6 +1.0
CGUS Capital Group Core Equity ETF 1.9 33 2 4.4 +0.8
GDIV Harbor Dividend Growth Leaders ETF 1.9 50 -15 5.3 +1.7
DIVZ TrueShares Low Volatility Equity Income ETF 1.9 65 -30 6.5 +2.9
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 5.1 +1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 7.4 +3.8
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9 16 19 5.5 +1.9
LRGF iShares U.S. Equity Factor ETF 1.9 8 27 5.6 +2.0
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.8 +1.2
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -55 4.0 +0.4
FINX Global X FinTech ETF 1.9 68 -33 2.2 -1.4
SHE SPDR MSCI USA Gender Diversity ETF 1.9 20 15 5.0 +1.4
BEEX BeeHive ETF 1.9 84 -49 4.3 +0.7
MVPA Miller Value Partners Appreciation ETF 1.9 60 -25 9.4 +5.8
DCOR Dimensional US Core Equity 1 ETF 1.9 14 21 5.5 +1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -60 0.6 -3.0
SUSA iShares MSCI USA ESG Select ETF 1.9 25 10 4.9 +1.3
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.5 +1.9
XSMO Invesco S&P SmallCap Momentum ETF 1.9 39 -4 5.8 +2.2
AVSU Avantis Responsible U.S. Equity ETF 1.8 15 20 6.1 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 31 6.8 +3.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.8 3 32 5.3 +1.7
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -14 4.9 +1.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 28 7.9 +4.3
APUE ActivePassive U.S. Equity ETF 1.8 45 -10 4.8 +1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.8 18 17 9.0 +5.4
PY Principal Value ETF 1.8 15 20 7.4 +3.8
IJS iShares S&P Small-Cap 600 Value ETF 1.8 18 17 10.3 +6.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.8 +1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 32 8.0 +4.4
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.9 +3.3
DFAU Dimensional US Core Equity Market ETF 1.8 12 23 5.2 +1.6
DFVX Dimensional US Large Cap Vector ETF 1.8 22 13 6.3 +2.7
STXD Strive 1000 Dividend Growth ETF 1.8 35 0 4.9 +1.3
VOO Vanguard S&P 500 ETF 1.8 3 32 5.1 +1.5
VTHR Vanguard Russell 3000 ETF 1.8 7 28 5.0 +1.4
EBI Longview Advantage ETF 1.8 35 0 6.7 +3.1
VTI Vanguard Total Stock Market ETF 1.8 3 32 5.0 +1.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.8 15 20 9.0 +5.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 10 25 9.0 +5.4
IWV iShares Russell 3000 ETF 1.8 20 15 4.9 +1.3
KLMN Invesco MSCI North America Climate ETF 1.8 9 26 5.1 +1.5
DFUS Dimensional U.S. Equity ETF 1.8 9 26 4.9 +1.3
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 +0.5
IVV iShares Core S&P 500 ETF 1.8 3 32 5.1 +1.5
SPY SPDR S&P 500 ETF Trust 1.8 9 26 5.0 +1.4
SPLG SPDR Portfolio S&P 500 ETF 1.8 2 33 5.1 +1.5
AZTD Aztlan Global Stock Selection DM SMID ETF 1.8 75 -40 7.6 +4.0
STXK Strive Small-Cap ETF 1.8 18 17 6.3 +2.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.8 4 31 4.1 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 32 5.0 +1.4
SCHB Schwab U.S. Broad Market ETF 1.8 3 32 5.1 +1.5
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -27 4.1 +0.5
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -10 5.4 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 25 10.4 +6.8
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.9 +1.3
VONE Vanguard Russell 1000 ETF 1.7 7 28 5.1 +1.5
VV Vanguard Large-Cap ETF 1.7 4 31 4.9 +1.3
FLRG Fidelity U.S. Multifactor ETF 1.7 15 20 7.0 +3.4
IWB iShares Russell 1000 ETF 1.7 15 20 5.0 +1.4
PBUS Invesco MSCI USA ETF 1.7 4 31 5.0 +1.4
SCHK Schwab 1000 Index ETF 1.7 5 30 5.1 +1.5
STRV Strive 500 ETF 1.7 5 30 4.9 +1.3
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 5.1 +1.5
SLYV SPDR S&P 600 Small Cap Value ETF 1.7 15 20 10.3 +6.7
TOLL Tema Monopolies and Oligopolies ETF 1.7 75 -40 3.9 +0.3
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.8 +1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 28 5.1 +1.5
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 5.0 +1.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 28 10.1 +6.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.7 12 23 5.7 +2.1
VXF Vanguard Extended Market ETF 1.7 5 30 4.9 +1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.3 +1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.8 +1.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 0 9.2 +5.6
IBUY Amplify Online Retail ETF 1.6 65 -30 1.2 -2.4
THNR Amplify Weight Loss Drug & Treatment ETF 1.6 59 -24 5.8 +2.2
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 7 9.7 +6.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 23 7.6 +4.0
DXUV Dimensional US Vector Equity ETF 1.6 28 7 6.4 +2.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.6 28 7 6.1 +2.5
MGC Vanguard Mega Cap ETF 1.6 7 28 4.8 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 29 4.1 +0.5
DSI iShares MSCI KLD 400 Social ETF 1.6 25 10 5.0 +1.4
RVRB Reverb ETF 1.6 30 5 4.7 +1.1
IWL iShares Russell Top 200 ETF 1.6 15 20 4.7 +1.1
DTD WisdomTree U.S. Total Dividend Fund 1.6 28 7 6.4 +2.8
FDWM Fidelity Women's Leadership ETF 1.6 59 -24 5.0 +1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.6 39 -4 3.7 +0.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.6 15 20 5.9 +2.3
FDMO Fidelity Momentum Factor ETF 1.6 15 20 3.9 +0.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 0 4.3 +0.7
HDUS Hartford Disciplined US Equity ETF 1.5 19 16 5.9 +2.3
COPY Tweedy, Browne Insider + Value ETF 1.5 80 -45 11.8 +8.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.5 39 -4 8.5 +4.9
BFOR ALPS Barron's 400 ETF 1.5 65 -30 6.1 +2.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -30 3.8 +0.2
KOMP SPDR S&P Kensho New Economies Composite ETF 1.5 20 15 2.8 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 5.1 +1.5
JGLO JPMorgan Global Select Equity ETF 1.5 33 2 5.0 +1.4
VALQ American Century U.S. Quality Value ETF 1.5 29 6 7.6 +4.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 -12 5.7 +2.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -38 11.4 +7.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -25 5.2 +1.6
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -44 4.2 +0.6
FFND Future Fund Active ETF 1.4 100 -65 4.4 +0.8
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -14 6.1 +2.5
DEEP Roundhill Acquirers Deep Value ETF 1.4 80 -45 17.8 +14.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 27 5.1 +1.5
OPTZ Optimize Strategy Index ETF 1.4 50 -15 5.1 +1.5
CGDG Capital Group Dividend Growers ETF 1.4 47 -12 6.2 +2.6
JEPI JPMorgan Equity Premium Income ETF 1.4 35 0 5.5 +1.9
BUL Pacer US Cash Cows Growth ETF 1.4 60 -25 6.2 +2.6
FQAL Fidelity Quality Factor ETF 1.4 15 20 5.7 +2.1
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -10 6.0 +2.4
SFY SoFi Select 500 ETF 1.4 0 35 4.6 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 25 5.0 +1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 6.1 +2.5
DVY iShares Select Dividend ETF 1.4 38 -3 9.3 +5.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.4 12 23 4.6 +1.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.4 60 -25 11.3 +7.7
PWB Invesco Large Cap Growth ETF 1.4 56 -21 2.8 -0.8
WDIV SPDR S&P Global Dividend ETF 1.3 40 -5 9.6 +6.0
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 20 5.3 +1.7
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 9.5 +5.9
TOK iShares MSCI Kokusai ETF 1.3 26 9 5.2 +1.6
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 -30 5.0 +1.4
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 0 7.0 +3.4
GURU Global X Guru Index ETF 1.3 75 -40 3.5 -0.1
GLOF iShares Global Equity Factor ETF 1.3 20 15 6.7 +3.1
LGRO Level Four Large Cap Growth Active ETF 1.3 55 -20 3.8 +0.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 10 11.7 +8.1
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 -3 8.9 +5.3
URTH iShares MSCI World ETF 1.3 24 11 5.3 +1.7
HGRO Hedgeye Quality Growth ETF 1.3 70 -35 3.3 -0.3
FDLO Fidelity Low Volatility Factor ETF 1.3 15 20 5.4 +1.8
FPX First Trust US Equity Opportunities ETF 1.2 61 -26 1.0 -2.6
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 -17 7.1 +3.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 -19 7.0 +3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -2 6.2 +2.6
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.9 +2.3
QTUM Defiance Quantum ETF 1.2 40 -5 5.5 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 3.7 +0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 5.0 +1.4
AVUS Avantis U.S. Equity ETF 1.2 15 20 5.9 +2.3
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -13 4.5 +0.9
IWN iShares Russell 2000 Value ETF 1.2 24 11 7.9 +4.3
VTWV Vanguard Russell 2000 Value ETF 1.2 10 25 8.0 +4.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.4 +5.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.2 48 -13 6.1 +2.5
ABFL Abacus FCF Leaders ETF 1.2 59 -24 5.5 +1.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 20 7.5 +3.9
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -25 6.1 +2.5
SMMD iShares Russell 2500 ETF 1.1 15 20 6.5 +2.9
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.7 +2.1
VT Vanguard Total World Stock ETF 1.1 6 29 6.0 +2.4
GINX SGI Enhanced Global Income ETF 1.1 98 -63 6.9 +3.3
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 25 4.7 +1.1
MTUM iShares MSCI USA Momentum Factor ETF 1.1 15 20 3.6 -0.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 9.7 +6.1
USCF Themes US Cash Flow Champions ETF 1.1 29 6 9.1 +5.5
SDY SPDR S&P Dividend ETF 1.1 35 0 6.7 +3.1
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.6 +1.0
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 13 5.7 +2.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.9 +2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -21 6.4 +2.8
FDVV Fidelity High Dividend ETF 1.0 15 20 7.9 +4.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 12.0 +8.4
DGT SPDR Global Dow ETF 1.0 50 -15 7.3 +3.7
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.8 +0.2
OEF iShares S&P 100 ETF 1.0 20 15 4.7 +1.1
ARKK ARK Innovation ETF 1.0 75 -40 -2.5 -6.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.5 +3.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.0 12 23 8.3 +4.7
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 9.5 +5.9
CHGX AXS Change Finance ESG ETF 1.0 49 -14 4.8 +1.2
TMFC Motley Fool 100 Index ETF 0.9 50 -15 3.6 -0.0
KNO AXS Knowledge Leaders ETF 0.9 78 -43 6.0 +2.4
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 5.0 +1.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 10.3 +6.7
RGEF Rockefeller Global Equity ETF 0.9 55 -20 4.9 +1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 4.3 +0.7
GINN Goldman Sachs Innovate Equity ETF 0.9 52 -17 3.7 +0.1
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 4.6 +1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 4.6 +1.0
DFSV Dimensional US Small Cap Value ETF 0.9 31 4 10.6 +7.0
DUHP Dimensional US High Profitability ETF 0.9 21 14 6.4 +2.8
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 23 5.9 +2.3
CGV Conductor Global Equity Value ETF 0.9 130 -95 8.6 +5.0
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 6 4.7 +1.1
FVD First Trust Value Line Dividend Index Fund 0.8 65 -30 6.4 +2.8
IWC iShares Micro-Cap ETF 0.8 60 -25 -0.6 -4.2
JGRO JPMorgan Active Growth ETF 0.8 44 -9 3.5 -0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 15 5.8 +2.2
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 22 6.4 +2.8
CANC Tema Oncology ETF 0.8 75 -40 -2.7 -6.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 -3 7.8 +4.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 0 7.8 +4.2
BLES Inspire Global Hope ETF 0.8 61 -26 6.8 +3.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.5 -3.1
SVAL iShares US Small Cap Value Factor ETF 0.7 20 15 10.9 +7.3
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -12 5.4 +1.8
YOKE Yoke Core ETF 0.7 42 -7 4.4 +0.8
MAGA Point Bridge America First ETF 0.7 72 -37 6.1 +2.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.7 49 -14 6.6 +3.0
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 -14 6.7 +3.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 17 4.8 +1.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -10 4.6 +1.0
IWF iShares Russell 1000 Growth ETF 0.6 19 16 4.5 +0.9
VONG Vanguard Russell 1000 Growth ETF 0.6 7 28 4.6 +1.0
MILN Global X Millennial Consumer ETF 0.6 50 -15 3.6 +0.0
RPG Invesco S&P 500 Pure Growth ETF 0.6 35 0 3.2 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -7 5.5 +1.9
STXG Strive 1000 Growth ETF 0.6 18 17 4.0 +0.4
TMAT Main Thematic Innovation ETF 0.6 164 -129 -1.4 -5.0
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -15 4.6 +1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 25 4.5 +0.9
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 0 13.4 +9.8
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.8 +0.2
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.7 +3.1
BIBL Inspire 100 ETF 0.5 35 0 5.2 +1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 25 4.5 +0.9
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -65 4.6 +1.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.5 60 -25 7.7 +4.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 23 5.3 +1.7
AVUQ Avantis U.S. Quality ETF 0.5 15 20 4.9 +1.3
CZAR Themes Natural Monopoly ETF 0.5 35 0 5.4 +1.8
WISE Themes Generative Artificial Intelligence ETF 0.5 35 0 0.4 -3.2
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 10 10.4 +6.8
DSMC Distillate Small/Mid Cash Flow ETF 0.4 55 -20 12.9 +9.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -2.7 -6.3
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.6 +1.0
VOT Vanguard Mid-Cap Growth ETF 0.4 7 28 3.6 -0.1
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 0.0 -3.6
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 7.9 +4.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.2 +2.6
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 -7 4.7 +1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 4.2 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.9 +0.3
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.3 +0.7
PPTY US Diversified Real Estate ETF 0.3 53 -18 7.9 +4.3
QDF FlexShares Quality Dividend Index Fund 0.3 37 -2 6.4 +2.8
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.6 -0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 5 4.5 +0.9
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 3.0 -0.7
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 4.9 +1.3
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.2 +1.6
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 7.9 +4.3
IBB iShares Biotechnology ETF 0.2 45 -10 0.7 -3.0
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 4.2 +0.6
IVW iShares S&P 500 Growth ETF 0.2 18 17 4.1 +0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.2 +0.6
ISRA VanEck Israel ETF 0.1 59 -24 7.0 +3.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.9 +1.3
TTAC FCF US Quality ETF 0.1 59 -24 6.0 +2.4
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 4.2 +0.6
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.2 +4.6
LVOL American Century Low Volatility ETF 0.1 29 6 4.8 +1.2
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.2 +0.6
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 8.7 +5.1
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 4.2 +0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.5 +0.9
SPMO Invesco S&P 500 Momentum ETF 0.0 13 22 3.7 +0.1
RNIN Bushido Capital US SMID Cap Equity ETF 0.0 70 -35 5.0 +1.4

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:

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 8.3 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.