SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 26.2x P/Sales
ratio		 0.6x
P/BV
ratio		 2.0x Div.
yield		 0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Health Care Services ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the performance of the S&P Health Care Services Select Industry Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Sep 28, 2011
Assets (mns) $76
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 58
Wgt avg mkt cap (mns) $21,149
Large cap (>$10bn) 34.9%
Mid cap ($2-10bn) 36.4%
Small cap (<$2bn) 26.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GENEDX HOLDINGS CORP. CLASS A 3.1 %
HUMANA INC 2.4 %
GUARDANT HEALTH, INC. 2.3 %
ENSIGN GROUP INC/THE 2.2 %
PROGYNY, INC. 2.2 %
ADAPTHEALTH CORP. CLASS A 2.2 %
AMEDISYS INC 2.2 %
HCA HOLDINGS INC 2.2 %
BROOKDALE SENIOR LIVING INC 2.2 %
PREMIER INC-CLASS A 2.2 %
Total 23.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.4% -9.0% 3.7% 3.7% 10.6%

Market Correlations
versus... Beta R-squared
S&P500 0.80 40%
MSCI EAFE 0.71 35%
MSCI Emg. Mkts. 0.41 12%

Technical Indicators
Recent close $98.38
30d moving avg. $92.53
Annualized volatility 19.4%
Short interest (ETF) 12.7%
Short interest (Underlying) 4.4%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.7%
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™: 3.1%


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 40.4 40 -5 8.6 +5.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 25.1 40 -5 8.2 +5.1
FXH First Trust Health Care AlphaDEX Fund 22.2 62 -27 8.6 +5.5
PSCH Invesco S&P SmallCap Health Care ETF 16.0 29 6 4.4 +1.3
VHT Vanguard Health Care ETF 14.4 9 26 6.2 +3.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.2 60 -25 -2.6 -5.7
XLV Health Care Select Sector SPDR Fund 13.9 8 27 7.8 +4.7
FHLC Fidelity MSCI Health Care Index ETF 13.6 8 27 6.4 +3.3
RPV Invesco S&P 500 Pure Value ETF 13.5 35 0 10.4 +7.2
SMRI Bushido Capital US Equity ETF 13.3 71 -36 9.5 +6.4
VFLO VictoryShares Free Cash Flow ETF 13.2 39 -4 10.4 +7.3
RWL Invesco S&P 500 Revenue ETF 12.7 39 -4 6.8 +3.7
SPVU Invesco S&P 500 Enhanced Value ETF 12.4 13 22 10.0 +6.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.1 60 -25 7.4 +4.3
IXJ iShares Global Healthcare ETF 10.3 42 -7 7.3 +4.2
IYH iShares U.S. Healthcare ETF 9.8 40 -5 7.1 +3.9
HKND Humankind US Stock ETF 9.5 11 24 7.1 +4.0
SRHQ SRH U.S. Quality ETF 9.3 35 0 7.6 +4.5
PINK Simplify Health Care ETF 9.2 50 -15 1.0 -2.1
WTV WisdomTree US Value Fund of Benef Interest 9.0 12 23 8.9 +5.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.9 35 0 5.9 +2.8
LST Leuthold Select Industries ETF 8.7 91 -56 5.1 +2.0
DSTL Distillate US Fundamental Stability & Value ETF 8.7 39 -4 8.2 +5.1
HEAL Global X HealthTech ETF 8.4 50 -15 -0.7 -3.9
DUSA Davis Select U.S. Equity ETF 8.4 61 -26 7.3 +4.2
MEDI Harbor Health Care ETF 8.4 80 -45 -1.4 -4.6
FDHT Fidelity Digital Health ETF 8.2 39 -4 0.9 -2.3
RTH VanEck Retail ETF 8.2 35 0 5.4 +2.2
AVIE Avantis  Inflation Focused Equity ETF 7.7 25 10 7.3 +4.2
FLDZ RiverNorth Patriot ETF 7.3 75 -40 6.1 +2.9
FTDS First Trust Dividend Strength ETF 7.2 70 -35 7.5 +4.4
IPDP Dividend Performers ETF 7.2 122 -87 5.1 +2.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.1 20 15 7.6 +4.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.9 20 15 6.2 +3.1
BLCV iShares Large Cap Value Active ETF 6.7 53 -18 7.3 +4.1
DWLD Davis Select Worldwide ETF 6.6 63 -28 7.2 +4.0
DEUS Xtrackers Russell US Multifactor ETF 6.5 17 18 7.0 +3.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.5 15 20 6.6 +3.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.5 65 -30 4.6 +1.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.5 48 -13 8.1 +5.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.4 15 20 8.9 +5.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.4 75 -40 7.2 +4.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.4 18 17 5.8 +2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 6.3 80 -45 6.1 +3.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.3 65 -30 1.1 -2.1
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 7.6 +4.4
HART IQ Healthy Hearts ETF 6.2 45 -10 6.6 +3.5
IYK iShares U.S. Consumer Staples ETF 6.1 40 -5 6.4 +3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.0 19 16 6.3 +3.2
JAVA JPMorgan Active Value ETF 6.0 44 -9 6.4 +3.3
QLTY GMO U.S. Quality ETF 6.0 50 -15 4.7 +1.6
OSCV Opus Small Cap Value ETF 6.0 79 -44 6.4 +3.3
TXS Texas Capital Texas Equity Index ETF 5.9 49 -14 5.6 +2.5
GNOM Global X Genomics & Biotechnology ETF 5.9 50 -15 -3.0 -6.1
FBCV Fidelity Blue Chip Value ETF 5.9 59 -24 7.4 +4.2
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 5 7.8 +4.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.8 30 5 6.6 +3.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.8 60 -25 7.6 +4.5
LQPE PEO AlphaQuest Thematic PE ETF 5.6 125 -90 5.3 +2.1
ECML Euclidean Fundamental Value ETF 5.6 95 -60 11.1 +8.0
POWA Invesco Bloomberg Pricing Power ETF 5.6 40 -5 5.3 +2.2
IUS Invesco RAFI Strategic US ETF 5.6 19 16 6.9 +3.8
PKW Invesco Buyback Achievers ETF 5.6 62 -27 7.1 +4.0
PSC Principal U.S. Small-Cap ETF 5.5 38 -3 6.8 +3.7
FMED Fidelity Disruptive Medicine ETF 5.4 50 -15 -1.1 -4.2
NULV Nuveen ESG Large-Cap Value ETF 5.4 26 9 6.3 +3.1
GVLU Gotham 1000 Value ETF 5.4 50 -15 8.9 +5.7
BLCR iShares Large Cap Core Active ETF 5.4 36 -1 3.7 +0.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.3 70 -35 4.5 +1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.1 29 6 6.2 +3.0
FSCS First Trust SMID Capital Strength ETF 5.1 60 -25 7.0 +3.9
HLGE Hartford Longevity Economy ETF 5.0 44 -9 -0.4 -3.5
QVAL Alpha Architect US Quantitative Value ETF 5.0 39 -4 9.7 +6.6
VFMV Vanguard U.S. Minimum Volatility ETF 4.9 13 22 5.7 +2.6
FEGE First Eagle Global Equity ETF 4.9 79 -44 7.0 +3.9
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 20 6.7 +3.6
USMV iShares MSCI USA Min Vol Factor ETF 4.8 15 20 5.8 +2.7
SYLD Cambria Shareholder Yield ETF 4.8 59 -24 11.6 +8.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 8.1 +4.9
ROSC Hartford Multifactor Small Cap ETF 4.8 34 1 9.2 +6.1
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.7 +3.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 17 7.7 +4.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.7 65 -30 6.4 +3.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.7 70 -35 2.8 -0.3
RAFE PIMCO RAFI ESG U.S. ETF 4.6 29 6 7.1 +4.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.6 55 -20 4.2 +1.1
IWO iShares Russell 2000 Growth ETF 4.5 24 11 1.3 -1.8
LCF Touchstone US Large Cap Focused ETF 4.5 69 -34 4.2 +1.1
WCEO Hypatia Women CEO ETF 4.5 85 -50 3.7 +0.6
VLU SPDR S&P 1500 Value Tilt ETF 4.5 12 23 7.4 +4.3
ONEO SPDR Russell 1000 Momentum Focus ETF 4.5 20 15 6.9 +3.8
FTA First Trust Large Cap Value AlphaDEX Fund 4.4 59 -24 8.9 +5.7
VTWG Vanguard Russell 2000 Growth ETF 4.4 10 25 1.4 -1.7
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 7.0 +3.9
STXV Strive 1000 Value ETF 4.4 18 17 8.0 +4.8
LYLD Cambria Large Cap Shareholder Yield ETF 4.4 59 -24 9.4 +6.3
ITAN Sparkline Intangible Value ETF 4.3 50 -15 6.6 +3.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.3 25 10 7.8 +4.7
JVAL JPMorgan U.S. Value Factor ETF 4.2 12 23 8.1 +5.0
LFSC F/m Emerald Life Sciences Innovation ETF 4.2 79 -44 0.0 -3.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.2 52 -17 6.2 +3.1
GQI Natixis Gateway Quality Income ETF 4.2 34 1 5.0 +1.9
COWZ Pacer US Cash Cows 100 ETF 4.2 49 -14 9.3 +6.2
ACSI American Customer Satisfaction ETF 4.1 65 -30 4.7 +1.6
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.1 60 -25 3.8 +0.7
PWV Invesco Large Cap Value ETF 4.1 55 -20 7.0 +3.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.0 55 -20 9.9 +6.8
EQRR ProShares Equities for Rising Rates ETF 4.0 35 0 8.0 +4.8
FXG First Trust Consumer Staples AlphaDEX Fund 4.0 63 -28 8.5 +5.3
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 15 6.2 +3.1
PPH VanEck Pharmaceutical ETF 4.0 36 -1 8.7 +5.6
CWS AdvisorShares Focused Equity ETF 4.0 84 -49 5.1 +2.0
VFVA Vanguard U.S. Value Factor ETF 4.0 13 22 10.8 +7.7
ASLV Allspring Special Large Value ETF 4.0 35 0 6.4 +3.3
MODL VictoryShares WestEnd U.S. Sector ETF 4.0 42 -7 4.6 +1.4
DFUV Dimensional US Marketwide Value ETF 4.0 22 13 7.5 +4.3
AUSF Global X Adaptive U.S. Factor ETF 4.0 27 8 8.7 +5.6
DFLV Dimensional US Large Cap Value ETF 3.9 22 13 7.7 +4.6
VAMO Cambria Value & Momentum ETF 3.8 61 -26 5.8 +2.7
FDLS Inspire Fidelis Multi Factor ETF 3.8 76 -41 5.1 +2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.8 20 15 6.4 +3.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 10 7.2 +4.1
VFMF Vanguard U.S. Multifactor ETF 3.8 18 17 7.9 +4.8
ULVM VictoryShares US Value Momentum ETF 3.8 20 15 7.3 +4.1
VLUE iShares MSCI USA Value Factor ETF 3.8 15 20 9.5 +6.4
LGCF Themes US Cash Flow Champions ETF 3.8 30 5 8.2 +5.1
NUDV Nuveen ESG Dividend ETF 3.7 26 9 7.6 +4.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.7 55 -20 4.6 +1.5
PDP Invesco Dorsey Wright Momentum ETF 3.7 62 -27 3.9 +0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.7 12 23 6.5 +3.4
GLRY Inspire Faithward Mid Cap Momentum ETF 3.7 80 -45 6.1 +2.9
FNDB Schwab Fundamental US Broad Market Index ETF 3.7 25 10 7.2 +4.1
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 17 6.7 +3.6
PRAY FIS Christian Stock Fund 3.7 69 -34 5.1 +2.0
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 -30 4.3 +1.1
QUS SPDR MSCI USA StrategicFactors ETF 3.6 15 20 5.7 +2.6
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 10 5.4 +2.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.6 18 17 6.5 +3.3
FVAL Fidelity Value Factor ETF 3.6 15 20 6.8 +3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 10 5.9 +2.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.6 15 20 4.2 +1.1
VOE Vanguard Mid-Cap Value ETF 3.6 7 28 7.6 +4.4
BDIV AAM Brentview Dividend Growth ETF 3.6 49 -14 4.6 +1.5
ROE Astoria US Quality Kings ETF 3.6 49 -14 6.5 +3.4
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 4 6.9 +3.8
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 3.6 75 -40 1.4 -1.8
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 7.5 +4.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.6 60 -25 4.8 +1.7
BUZZ VanEck Social Sentiment ETF 3.6 75 -40 -0.4 -3.5
LOWV AB US Low Volatility Equity ETF 3.6 48 -13 5.2 +2.0
ALIL Argent Focused Small Cap ETF 3.5 74 -39 6.9 +3.8
FMKT The Free Markets ETF 3.5 76 -41 1.6 -1.6
SAGP Strategas Global Policy Opportunities ETF 3.5 65 -30 5.4 +2.3
VTV Vanguard Value ETF 3.5 4 31 6.9 +3.7
KRMA Global X Conscious Companies ETF 3.5 43 -8 5.8 +2.7
HELX Franklin Genomic Advancements ETF 3.5 50 -15 -0.2 -3.4
JPEF JPMorgan Equity Focus ETF 3.5 50 -15 4.3 +1.1
MGV Vanguard Mega Cap Value ETF 3.5 7 28 6.6 +3.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.5 60 -25 5.9 +2.8
PRF Invesco FTSE RAFI US 1000 ETF 3.5 39 -4 6.8 +3.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.4 40 -5 7.0 +3.9
SHRY First Trust Bloomberg Shareholder Yield ETF 3.4 60 -25 8.0 +4.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.4 59 -24 6.1 +3.0
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 29 2.9 -0.2
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 -24 4.3 +1.2
ZECP Zacks Earnings Consistent Portfolio ETF 3.4 55 -20 4.8 +1.7
DVND Touchstone Dividend Select ETF 3.4 67 -32 5.6 +2.5
USMF WisdomTree U.S. Multifactor Fund 3.4 28 7 7.0 +3.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.4 79 -44 4.5 +1.4
FNX First Trust Mid Cap Core AlphaDEX Fund 3.4 60 -25 7.3 +4.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.4 75 -40 4.9 +1.7
AFMC First Trust Active Factor Mid Cap ETF 3.4 65 -30 8.4 +5.3
TAX Cambria Tax Aware ETF 3.4 49 -14 5.0 +1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 -4 5.8 +2.7
BGDV Bahl & Gaynor Dividend ETF 3.3 45 -10 4.7 +1.6
QUVU Hartford Quality Value ETF 3.3 46 -11 7.3 +4.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.3 50 -15 7.2 +4.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.3 30 5 8.2 +5.1
AFSM First Trust Active Factor Small Cap ETF 3.3 75 -40 7.6 +4.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 23 4.5 +1.4
ABLS Abacus FCF Small Cap Leaders ETF 3.3 59 -24 6.0 +2.9
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 18 5.8 +2.7
FAB First Trust Multi Cap Value AlphaDEX Fund 3.2 67 -32 9.8 +6.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 6 6.4 +3.3
SPGP Invesco S&P 500 GARP ETF 3.2 34 1 6.4 +3.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 26 5.5 +2.4
XMLV Invesco S&P MidCap Low Volatility ETF 3.2 25 10 7.5 +4.4
FFLC Fidelity Fundamental Large Cap Core ETF 3.1 38 -3 4.5 +1.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 10 25 6.0 +2.9
XMMO Invesco S&P MidCap Momentum ETF 3.1 34 1 5.6 +2.4
GSPY Gotham Enhanced 500 ETF 3.1 50 -15 5.2 +2.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.1 35 0 5.3 +2.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.1 50 -15 8.1 +5.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.1 15 20 5.8 +2.7
NIXT Research Affiliates Deletions ETF 3.1 9 26 8.7 +5.5
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.9 +2.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 6.1 +2.9
FESM Fidelity Enhanced Small Cap ETF 3.1 28 7 7.2 +4.1
JHMM John Hancock Multifactor Mid Cap ETF 3.1 42 -7 6.3 +3.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 5.8 +2.7
VOOV Vanguard S&P 500 Value ETF 3.1 7 28 6.3 +3.1
SQLV Royce Quant Small-Cap Quality Value ETF 3.1 60 -25 9.2 +6.1
IVE iShares S&P 500 Value ETF 3.1 18 17 6.1 +3.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 10.0 +6.8
SPYV SPDR Portfolio S&P 500 Value ETF 3.1 4 31 6.3 +3.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.0 68 -33 2.4 -0.7
FLV American Century Focused Large Cap Value ETF 3.0 42 -7 6.5 +3.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.0 29 6 6.6 +3.5
IUSV iShares Core S&P US Value ETF 3.0 4 31 6.4 +3.3
IWM iShares Russell 2000 ETF 3.0 19 16 4.3 +1.2
RSSL Global X Russell 2000 ETF 2.9 8 27 4.4 +1.2
CALF Pacer US Small Cap Cash Cows 100 ETF 2.9 59 -24 10.7 +7.6
REVS Columbia Research Enhanced Value ETF 2.9 19 16 7.5 +4.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 8.2 +5.1
RAYD Rayliant Quantitative Developed Market Equity ETF 2.9 80 -45 4.4 +1.3
VTWO Vanguard Russell 2000 ETF 2.9 7 28 4.3 +1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.9 20 15 5.5 +2.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.9 9 26 4.2 +1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 5.4 +2.3
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.3 +2.2
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 5.2 +2.1
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 15 6.5 +3.4
VSLU Applied Finance Valuation Large Cap ETF 2.8 49 -14 5.6 +2.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.8 70 -35 4.7 +1.6
ISMD Inspire Small/Mid Cap ETF 2.8 54 -19 5.5 +2.4
CVAR Cultivar ETF 2.8 87 -52 6.8 +3.7
IWP iShares Russell Mid-Cap Growth ETF 2.7 23 12 3.4 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 2.7 30 5 5.9 +2.8
FSMD Fidelity Small-Mid Multifactor ETF 2.7 15 20 7.0 +3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 6.1 +3.0
IWX iShares Russell Top 200 Value ETF 2.7 20 15 6.2 +3.1
NUSC Nuveen ESG Small-Cap ETF 2.7 31 4 5.3 +2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 2.7 12 23 7.0 +3.9
FCPI Fidelity Stocks for Inflation ETF 2.7 15 20 7.5 +4.4
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 26 4.9 +1.8
RECS Columbia Research Enhanced Core ETF 2.6 15 20 5.6 +2.5
VEGN US Vegan Climate ETF 2.6 60 -25 4.5 +1.3
PRXV Praxis Impact Large Cap Value ETF 2.6 36 -1 6.5 +3.4
AFLG First Trust Active Factor Large Cap ETF 2.6 55 -20 6.3 +3.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 18 5.7 +2.6
JHML John Hancock Multifactor Large Cap ETF 2.6 29 6 5.3 +2.2
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 20 7.0 +3.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.6 60 -25 9.4 +6.3
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 25 5.1 +2.0
CZA Invesco Zacks Mid-Cap ETF 2.6 72 -37 6.5 +3.4
ILCV iShares Morningstar Value ETF 2.6 4 31 6.4 +3.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 20 7.2 +4.1
VYM Vanguard High Dividend Yield Index ETF 2.6 6 29 7.0 +3.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.6 52 -17 5.5 +2.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 58 -23 5.4 +2.3
CGDV Capital Group Dividend Value ETF 2.5 33 2 4.5 +1.4
AGNG Global X Aging Population ETF 2.5 50 -15 4.9 +1.8
LRGC AB US Large Cap Strategic Equities ETF 2.5 48 -13 4.4 +1.3
DIVB iShares Core Dividend ETF 2.5 5 30 8.0 +4.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.5 39 -4 9.6 +6.4
XSHQ Invesco S&P SmallCap Quality ETF 2.5 29 6 7.1 +3.9
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 10 6.5 +3.3
MDY SPDR S&P Midcap 400 ETF Trust 2.5 24 11 7.1 +4.0
IJH iShares Core S&P Mid-Cap ETF 2.5 5 30 7.3 +4.1
MNTL Tema Neuroscience and Mental Health ETF 2.5 75 -40 -1.0 -4.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.5 35 0 9.3 +6.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 25 5.1 +2.0
EQIN Columbia US Equity Income ETF 2.5 35 0 6.9 +3.8
VIG Vanguard Dividend Appreciation ETF 2.5 5 30 5.6 +2.5
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -1.4 -4.5
DFAS Dimensional U.S. Small Cap ETF 2.4 26 9 6.3 +3.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 20 4.6 +1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -14 9.4 +6.2
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.6 +1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 15 5.0 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 7 28 7.4 +4.2
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 15 9.4 +6.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.4 3 32 7.3 +4.2
CGGO Capital Group Global Growth Equity ETF 2.4 47 -12 4.7 +1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -25 5.7 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 -24 5.8 +2.7
IWD iShares Russell 1000 Value ETF 2.4 19 16 6.4 +3.3
FFOX FundX Future Fund Opportunities ETF 2.4 100 -65 4.2 +1.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.4 15 20 5.3 +2.2
AVMC Avantis U.S. Mid Cap Equity ETF 2.4 18 17 6.8 +3.7
SIZE iShares MSCI USA Size Factor ETF 2.4 15 20 6.0 +2.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.4 39 -4 5.3 +2.2
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 26 6.1 +2.9
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 17 5.3 +2.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.3 71 -36 0.5 -2.7
STXM Strive Mid-Cap ETF 2.3 18 17 6.1 +3.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 6 4.6 +1.5
DGRO iShares Core Dividend Growth ETF 2.3 8 27 6.5 +3.4
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 6.2 +3.1
ARKG ARK Genomic Revolution ETF 2.3 75 -40 -1.5 -4.6
EES WisdomTree U.S. SmallCap Fund 2.3 38 -3 8.6 +5.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 26 4.8 +1.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.3 19 16 5.3 +2.2
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 10 5.5 +2.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.3 61 -26 5.9 +2.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.3 5 30 7.9 +4.8
VONV Vanguard Russell 1000 Value ETF 2.3 7 28 6.5 +3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.3 15 20 7.9 +4.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 10 5.6 +2.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 7 5.4 +2.3
CGGR Capital Group Growth ETF 2.3 39 -4 3.1 +0.0
SFYX SoFi Next 500 ETF 2.2 0 35 5.7 +2.6
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -30 4.1 +1.0
VBK Vanguard Small-Cap Growth ETF 2.2 7 28 1.9 -1.2
EZM WisdomTree U.S. MidCap Fund 2.2 38 -3 9.0 +5.8
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -25 6.4 +3.3
AVMV Avantis U.S. Mid Cap Value ETF 2.2 20 15 8.6 +5.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.7 +4.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.2 47 -12 8.9 +5.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.2 32 3 4.9 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.2 75 -40 4.0 +0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.2 35 0 7.1 +4.0
YALL God Bless America ETF 2.2 65 -30 3.6 +0.5
ABIG Argent Large Cap ETF 2.2 49 -14 5.1 +1.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -45 7.7 +4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 24 4.9 +1.7
XSLV Invesco S&P SmallCap Low Volatility ETF 2.2 25 10 7.4 +4.3
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 17 5.2 +2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.2 15 20 6.0 +2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 0 5.1 +2.0
CCFE Concourse Capital Focused Equity ETF 2.1 95 -60 1.6 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 31 6.1 +3.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 35 4.9 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 28 6.0 +2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 28 4.8 +1.7
FYT First Trust Small Cap Value AlphaDEX Fund 2.1 73 -38 10.5 +7.4
VOTE TCW Transform 500 ETF 2.1 5 30 4.8 +1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 33 4.9 +1.8
EPS WisdomTree U.S. LargeCap Fund 2.1 8 27 5.7 +2.5
VO Vanguard Mid-Cap ETF 2.1 4 31 5.7 +2.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.1 50 -15 4.2 +1.1
DIVL Madison Dividend Value ETF 2.1 65 -30 5.8 +2.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.1 30 5 13.0 +9.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -10 10.4 +7.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.1 39 -4 11.6 +8.5
FOVL iShares Focused Value Factor ETF 2.1 25 10 10.7 +7.6
BMED Future Health ETF 2.1 85 -50 0.5 -2.7
TPSC Timothy Plan US Small Cap Core ETF 2.1 52 -17 6.7 +3.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 2.1 35 0 7.1 +4.0
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -30 2.8 -0.4
MID American Century Mid Cap Growth Impact ETF 2.1 45 -10 3.1 +0.0
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 6 10.5 +7.3
PFM Invesco Dividend Achievers ETF 2.1 53 -18 5.3 +2.2
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 5.9 +2.8
PAWZ ProShares Pet Care ETF 2.1 50 -15 3.7 +0.6
ACVF American Conservative Values ETF 2.0 75 -40 4.3 +1.2
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -55 9.5 +6.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.0 89 -54 9.6 +6.5
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 29 8.0 +4.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 -4 3.4 +0.2
IWR iShares Russell Midcap ETF 2.0 19 16 5.7 +2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 26 5.2 +2.1
BKWO BNY Mellon Women's Opportunities ETF 2.0 50 -15 3.6 +0.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.0 35 0 7.7 +4.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 11.2 +8.1
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -55 4.0 +0.8
SWP SWP Growth & Income ETF 2.0 99 -64 4.1 +0.9
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 12 5.7 +2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.0 15 20 4.9 +1.8
AIEQ AI Powered Equity ETF 2.0 75 -40 3.7 +0.6
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 22 3.0 -0.2
FFTY Innovator IBD 50 ETF 2.0 80 -45 -2.4 -5.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 10 5.3 +2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 5.3 +2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -35 10.8 +7.7
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 5.9 +2.8
VB Vanguard Small-Cap ETF 2.0 5 30 6.1 +3.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 1.9 85 -50 8.6 +5.5
SEMG Suncoast Select Growth ETF 1.9 60 -25 4.2 +1.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 10.4 +7.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 4.8 +1.7
PTL Inspire 500 ETF 1.9 9 26 5.2 +2.1
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.4 +6.2
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 20 4.7 +1.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 23 7.3 +4.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 17 5.4 +2.3
DFAT Dimensional U.S. Targeted Value ETF 1.9 28 7 9.2 +6.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 10 8.2 +5.1
GRPM Invesco S&P MidCap 400 GARP ETF 1.9 35 0 7.5 +4.4
IBUY Amplify Online Retail ETF 1.9 65 -30 0.9 -2.3
THNR Amplify Weight Loss Drug & Treatment ETF 1.9 59 -24 6.8 +3.7
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 9.3 +6.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -29 2.2 -0.9
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.5 +2.4
TMFM Motley Fool Mid-Cap Growth ETF 1.9 85 -50 2.6 -0.6
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -50 3.6 +0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 24 5.1 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 20 5.9 +2.7
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.9 +1.7
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 17 5.1 +2.0
AVSU Avantis Responsible U.S. Equity ETF 1.8 15 20 6.0 +2.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.8 60 -25 7.4 +4.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 15 6.8 +3.6
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 31 6.6 +3.5
AZTD Aztlan Global Stock Selection DM SMID ETF 1.8 75 -40 7.4 +4.3
SLYG SPDR S&P 600 Small Cap Growth ETF 1.8 15 20 5.5 +2.3
PY Principal Value ETF 1.8 15 20 7.1 +4.0
TMFX Motley Fool Next Index ETF 1.8 50 -15 2.6 -0.5
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.6 +3.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 7.7 +4.6
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 6.7 +3.6
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 7.9 +4.8
IJR iShares Core S&P Small Cap ETF 1.8 6 29 7.6 +4.4
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 26 4.7 +1.6
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 +1.0
GQQQ Astoria US Quality Growth Kings ETF 1.8 35 0 4.6 +1.5
EQWL Invesco S&P 100 Equal Weight ETF 1.8 25 10 6.2 +3.1
VBR Vanguard Small Cap Value ETF 1.8 7 28 9.1 +5.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.8 10 25 5.6 +2.4
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -15 6.8 +3.7
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 31 6.0 +2.9
FLRG Fidelity U.S. Multifactor ETF 1.7 15 20 6.9 +3.8
SGLC SGI U.S. Large Cap Core ETF 1.7 85 -50 4.0 +0.9
MBOX Freedom Day Dividend ETF 1.7 39 -4 7.4 +4.3
FINX Global X FinTech ETF 1.7 68 -33 2.2 -1.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -60 0.5 -2.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 28 5.1 +1.9
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 32 7.6 +4.5
GDOC Goldman Sachs Future Health Care Equity ETF 1.7 75 -40 2.8 -0.3
LRGE ClearBridge Large Cap Growth ESG ETF 1.7 59 -24 3.9 +0.8
USMC Principal U.S. Mega-Cap ETF 1.7 12 23 4.4 +1.3
CGUS Capital Group Core Equity ETF 1.7 33 2 4.3 +1.2
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -15 5.2 +2.1
DIVZ TrueShares Low Volatility Equity Income ETF 1.7 65 -30 6.6 +3.5
EDOW First Trust Dow 30 Equal Weight ETF 1.7 50 -15 5.3 +2.2
FTGS First Trust Growth Strength ETF 1.7 60 -25 5.0 +1.9
DIA SPDR Dow Jones Industrial Average ETF Trust 1.7 16 19 5.4 +2.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.7 15 20 5.7 +2.6
IJS iShares S&P Small-Cap 600 Value ETF 1.7 18 17 9.7 +6.6
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 -4 5.5 +2.4
COPY Tweedy, Browne Insider + Value ETF 1.7 80 -45 11.8 +8.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 28 7.6 +4.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 17 8.6 +5.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.2 +2.1
KONG Formidable Fortress ETF 1.7 89 -54 6.0 +2.9
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -20 5.6 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 31 6.7 +3.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 18 5.5 +2.4
STXK Strive Small-Cap ETF 1.6 18 17 5.8 +2.7
MDYV SPDR S&P 400 Mid Cap Value ETF 1.6 15 20 8.7 +5.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 23 7.2 +4.1
EBI Longview Advantage ETF 1.6 35 0 6.5 +3.4
XVV iShares ESG Screened S&P 500 ETF 1.6 8 27 4.8 +1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 1.6 28 7 5.9 +2.8
SUSA iShares MSCI USA ESG Select ETF 1.6 25 10 4.7 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.6 10 25 8.8 +5.7
APUE ActivePassive U.S. Equity ETF 1.6 45 -10 4.6 +1.5
CCMG CCM Global Equity ETF 1.6 34 1 8.4 +5.3
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.3 +2.2
LRGF iShares U.S. Equity Factor ETF 1.6 8 27 5.4 +2.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.6 7 28 7.4 +4.3
SHE SPDR MSCI USA Gender Diversity ETF 1.6 20 15 5.0 +1.9
DTD WisdomTree U.S. Total Dividend Fund 1.6 28 7 6.3 +3.1
FDWM Fidelity Women's Leadership ETF 1.6 59 -24 4.8 +1.7
SLYV SPDR S&P 600 Small Cap Value ETF 1.6 15 20 9.7 +6.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 10 25 9.7 +6.6
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -54 4.8 +1.7
DFAU Dimensional US Core Equity Market ETF 1.6 12 23 5.0 +1.9
FDMO Fidelity Momentum Factor ETF 1.6 15 20 3.6 +0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 32 5.1 +2.0
VXF Vanguard Extended Market ETF 1.5 5 30 4.7 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -14 4.8 +1.7
KLMN Invesco MSCI North America Climate ETF 1.5 9 26 4.9 +1.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 15 4.7 +1.6
HDUS Hartford Disciplined US Equity ETF 1.5 19 16 5.7 +2.6
DFUS Dimensional U.S. Equity ETF 1.5 9 26 4.8 +1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 6 4.4 +1.3
IWV iShares Russell 3000 ETF 1.5 20 15 4.7 +1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 32 4.9 +1.7
VTI Vanguard Total Stock Market ETF 1.5 3 32 4.9 +1.7
VTHR Vanguard Russell 3000 ETF 1.5 7 28 4.8 +1.7
SCHB Schwab U.S. Broad Market ETF 1.5 3 32 5.0 +1.9
DXUV Dimensional US Vector Equity ETF 1.5 28 7 6.2 +3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.5 25 10 11.1 +8.0
VOO Vanguard S&P 500 ETF 1.5 3 32 5.0 +1.8
STXD Strive 1000 Dividend Growth ETF 1.5 35 0 4.8 +1.7
SPY SPDR S&P 500 ETF Trust 1.5 9 26 4.9 +1.8
IVV iShares Core S&P 500 ETF 1.5 3 32 4.9 +1.8
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 33 4.9 +1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 4.9 +1.8
JGLO JPMorgan Global Select Equity ETF 1.5 33 2 4.9 +1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.5 12 23 5.7 +2.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 31 4.0 +0.9
IYY iShares Dow Jones U.S. ETF 1.5 20 15 4.8 +1.6
DFVX Dimensional US Large Cap Vector ETF 1.5 22 13 6.2 +3.1
VALQ American Century U.S. Quality Value ETF 1.5 29 6 7.7 +4.6
PBUS Invesco MSCI USA ETF 1.5 4 31 4.8 +1.7
SCHK Schwab 1000 Index ETF 1.5 5 30 5.0 +1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 29 3.9 +0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 -12 5.8 +2.7
SCHX Schwab U.S. Large-Cap ETF 1.5 3 32 4.9 +1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.5 35 0 4.0 +0.9
VV Vanguard Large-Cap ETF 1.4 4 31 4.8 +1.7
STRV Strive 500 ETF 1.4 5 30 4.8 +1.7
VONE Vanguard Russell 1000 ETF 1.4 7 28 4.9 +1.8
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -14 6.1 +3.0
FFND Future Fund Active ETF 1.4 100 -65 4.2 +1.1
IWB iShares Russell 1000 ETF 1.4 15 20 4.8 +1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -25 3.9 +0.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.4 7 28 9.8 +6.6
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 32 4.8 +1.7
CGDG Capital Group Dividend Growers ETF 1.4 47 -12 6.3 +3.1
JEPI JPMorgan Equity Premium Income ETF 1.4 35 0 5.6 +2.5
FQAL Fidelity Quality Factor ETF 1.4 15 20 5.6 +2.5
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -10 6.1 +3.0
BGIG Bahl & Gaynor Income Growth ETF 1.4 45 -10 5.2 +2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 6.1 +2.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.4 39 -4 8.3 +5.2
BFOR ALPS Barron's 400 ETF 1.4 65 -30 5.9 +2.8
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 15 2.5 -0.6
FVD First Trust Value Line Dividend Index Fund 1.4 65 -30 6.2 +3.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.4 18 17 4.6 +1.5
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.8 +1.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 1.4 60 -25 10.8 +7.6
TOLL Tema Monopolies and Oligopolies ETF 1.3 75 -40 5.1 +2.0
MGC Vanguard Mega Cap ETF 1.3 7 28 4.6 +1.5
DVY iShares Select Dividend ETF 1.3 38 -3 9.0 +5.9
DEEP Roundhill Acquirers Deep Value ETF 1.3 80 -45 17.0 +13.9
RVRB Reverb ETF 1.3 30 5 4.5 +1.4
IWL iShares Russell Top 200 ETF 1.3 15 20 4.6 +1.5
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 0 7.0 +3.9
WDIV SPDR S&P Global Dividend ETF 1.3 40 -5 9.2 +6.1
BUL Pacer US Cash Cows Growth ETF 1.3 60 -25 6.6 +3.5
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 -3 8.7 +5.6
FDLO Fidelity Low Volatility Factor ETF 1.3 15 20 5.4 +2.2
IWN iShares Russell 2000 Value ETF 1.2 24 11 7.3 +4.2
OPTZ Optimize Strategy Index ETF 1.2 50 -15 4.6 +1.4
TPHD Timothy Plan High Dividend Stock ETF 1.2 52 -17 7.0 +3.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 -19 7.0 +3.9
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -2 6.0 +2.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.2 39 -4 3.6 +0.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.2 65 -30 3.6 +0.5
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 29 9.2 +6.1
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 4.9 +1.8
PWB Invesco Large Cap Growth ETF 1.2 56 -21 3.1 +0.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 4.9 +1.7
AVUS Avantis U.S. Equity ETF 1.2 15 20 5.7 +2.6
SVAL iShares US Small Cap Value Factor ETF 1.2 20 15 10.2 +7.1
GURU Global X Guru Index ETF 1.2 75 -40 3.0 -0.1
VTWV Vanguard Russell 2000 Value ETF 1.2 10 25 7.3 +4.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 27 4.9 +1.8
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -13 4.4 +1.3
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 -30 4.9 +1.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.2 35 0 9.0 +5.9
SFY SoFi Select 500 ETF 1.2 0 35 4.4 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.1 15 20 7.5 +4.4
QTUM Defiance Quantum ETF 1.1 40 -5 5.5 +2.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -25 5.8 +2.7
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -40 3.7 +0.5
TOK iShares MSCI Kokusai ETF 1.1 26 9 5.0 +1.9
BEEX BeeHive ETF 1.1 84 -49 4.3 +1.2
FPX First Trust US Equity Opportunities ETF 1.1 61 -26 1.0 -2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 -25 2.0 -1.1
USCF Themes US Cash Flow Champions ETF 1.1 29 6 8.6 +5.5
URTH iShares MSCI World ETF 1.1 24 11 5.1 +2.0
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 25 5.7 +2.6
GLOF iShares Global Equity Factor ETF 1.0 20 15 6.5 +3.3
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 20 5.4 +2.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 -4 9.6 +6.5
HGRO Hedgeye Quality Growth ETF 1.0 70 -35 3.4 +0.2
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.5 +1.3
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 13 5.6 +2.5
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -15 5.5 +2.4
DFSV Dimensional US Small Cap Value ETF 1.0 31 4 9.9 +6.8
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -20 3.7 +0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -21 6.1 +3.0
FDVV Fidelity High Dividend ETF 1.0 15 20 7.6 +4.4
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 20 3.5 +0.4
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.3 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 9.2 +6.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 23 4.5 +1.4
SMMD iShares Russell 2500 ETF 0.9 15 20 6.1 +3.0
ACWI iShares MSCI ACWI ETF 0.9 32 3 5.5 +2.4
KNO AXS Knowledge Leaders ETF 0.9 78 -43 6.0 +2.9
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 25 4.5 +1.4
VT Vanguard Total World Stock ETF 0.9 6 29 5.9 +2.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 -3 9.7 +6.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 23 7.9 +4.7
GINX SGI Enhanced Global Income ETF 0.9 98 -63 7.1 +3.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.9 48 -13 6.0 +2.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 3.9 +0.8
GINN Goldman Sachs Innovate Equity ETF 0.9 52 -17 3.7 +0.6
DGT SPDR Global Dow ETF 0.9 50 -15 7.0 +3.9
DTEC ALPS Disruptive Technologies ETF 0.9 50 -15 3.9 +0.8
TMFC Motley Fool 100 Index ETF 0.9 50 -15 3.5 +0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 4.5 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 23 5.8 +2.7
CGV Conductor Global Equity Value ETF 0.9 130 -95 8.3 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 5.7 +2.6
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -71 12.2 +9.1
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 6 4.7 +1.5
AGRW Allspring LT Large Growth ETF 0.9 35 0 3.5 +0.4
HLAL Wahed FTSE USA Shariah ETF 0.8 50 -15 4.7 +1.6
JGRO JPMorgan Active Growth ETF 0.8 44 -9 3.4 +0.3
SDY SPDR S&P Dividend ETF 0.8 35 0 6.6 +3.4
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 22 6.3 +3.2
DUHP Dimensional US High Profitability ETF 0.8 21 14 6.3 +3.2
OEF iShares S&P 100 ETF 0.8 20 15 4.5 +1.4
CANC Tema Oncology ETF 0.8 75 -40 -2.8 -5.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 -3 7.7 +4.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 0 7.7 +4.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.4 -2.7
BLES Inspire Global Hope ETF 0.8 61 -26 6.8 +3.7
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -44 4.1 +1.0
CHGX AXS Change Finance ESG ETF 0.8 49 -14 4.8 +1.6
ABFL Abacus FCF Leaders ETF 0.7 59 -24 5.3 +2.1
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -12 5.3 +2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 5.6 +2.5
MAGA Point Bridge America First ETF 0.7 72 -37 5.7 +2.6
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 -7 4.2 +1.1
XLG Invesco S&P 500 Top 50 ETF 0.7 20 15 4.1 +1.0
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 -14 6.4 +3.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -10 4.4 +1.3
MILN Global X Millennial Consumer ETF 0.7 50 -15 3.6 +0.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 17 4.6 +1.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -14 5.8 +2.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -7 5.4 +2.3
TMAT Main Thematic Innovation ETF 0.6 164 -129 -1.5 -4.6
VONG Vanguard Russell 1000 Growth ETF 0.6 7 28 4.4 +1.3
IWF iShares Russell 1000 Growth ETF 0.6 19 16 4.4 +1.2
IWC iShares Micro-Cap ETF 0.6 60 -25 -0.8 -3.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -25 5.3 +2.2
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 3.2 +0.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.5 60 -25 7.4 +4.3
CZAR Themes Natural Monopoly ETF 0.5 35 0 5.7 +2.6
VUSE Vident U.S. Equity Strategy ETF 0.5 50 -15 4.5 +1.4
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.6 +3.4
BIBL Inspire 100 ETF 0.5 35 0 5.1 +2.0
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -65 4.6 +1.4
AVUQ Avantis U.S. Quality ETF 0.5 15 20 4.4 +1.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 0 12.9 +9.8
STXG Strive 1000 Growth ETF 0.5 18 17 3.8 +0.7
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -20 11.7 +8.6
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.6 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 10 9.7 +6.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 25 4.3 +1.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 25 4.3 +1.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -4.2 -7.3
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.5 +1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 23 5.2 +2.0
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 0.0 -3.1
WISE Themes Generative Artificial Intelligence ETF 0.4 35 0 0.4 -2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.2 +3.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.7 +0.6
CSD Invesco S&P Spin-Off ETF 0.3 65 -30 4.4 +1.3
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -46 2.7 -0.4
PPTY US Diversified Real Estate ETF 0.3 53 -18 7.9 +4.8
QDF FlexShares Quality Dividend Index Fund 0.3 37 -2 6.2 +3.0
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.5 +0.4
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.2 +1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 17 3.9 +0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 5 4.4 +1.2
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -24 2.8 -0.3
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 4.8 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -30 3.5 +0.4
VOT Vanguard Mid-Cap Growth ETF 0.2 7 28 3.5 +0.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 7.7 +4.6
IBB iShares Biotechnology ETF 0.2 45 -10 0.5 -2.6
IVW iShares S&P 500 Growth ETF 0.2 18 17 4.0 +0.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.1 +1.0
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 4.1 +0.9
IEDI iShares U.S. Consumer Focused ETF 0.1 18 17 5.3 +2.1
ISRA VanEck Israel ETF 0.1 59 -24 7.2 +4.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.8 +1.6
TTAC FCF US Quality ETF 0.1 59 -24 6.2 +3.1
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 4.3 +1.1
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.0 +4.9
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 8.4 +5.3
LVOL American Century Low Volatility ETF 0.1 29 6 4.9 +1.7
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.2 +1.0
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.6 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.5 +1.4
SPMO Invesco S&P 500 Momentum ETF 0.0 13 22 3.6 +0.4
RNIN Bushido Capital US SMID Cap Equity ETF 0.0 70 -35 10.3 +7.1

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 SPDR S&P Health Care Services ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 6.7 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.1 %
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.