SPDR S&P Health Care Services ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 22.1x P/Sales
ratio		 0.5x
P/BV
ratio		 2.3x 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) $79
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 62
Wgt avg mkt cap (mns) $29,223
Large cap (>$10bn) 34.7%
Mid cap ($2-10bn) 41.0%
Small cap (<$2bn) 22.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HIMS & HERS HEALTH, INC. CLASS A 2.7 %
GENEDX HOLDINGS CORP. CLASS A 2.3 %
HEALTHEQUITY INC 2.2 %
SURGERY PARTNERS, INC. 2.1 %
CHEMED CORP 2.1 %
HCA HOLDINGS INC 2.1 %
ENCOMPASS HEALTH CORPORATION 2.1 %
CVS CAREMARK CORP 2.1 %
HENRY SCHEIN INC 2.1 %
UNIVERSAL HEALTH SERVICES-B 2.0 %
Total 21.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
9.2% 16.9% 10.0% 0.1% 6.2%

Market Correlations
versus... Beta R-squared
S&P500 0.97 57%
MSCI EAFE 0.91 49%
MSCI Emg. Mkts. 0.52 15%

Technical Indicators
Recent close $94.64
30d moving avg. $96.86
Annualized volatility 23.0%
Short interest (ETF) 12.9%
Short interest (Underlying) 4.4%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.6%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $10,143

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 632 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™: 5.9%


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 39.8 40 -5 6.5 +0.6
FXH First Trust Health Care AlphaDEX Fund 28.4 62 -27 7.1 +1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.9 40 -5 7.7 +1.8
PSCH Invesco S&P SmallCap Health Care ETF 22.0 29 6 4.2 -1.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 17.1 60 -25 -2.4 -8.3
FHLC Fidelity MSCI Health Care Index ETF 14.1 8 27 5.6 -0.3
VHT Vanguard Health Care ETF 13.5 10 25 5.4 -0.6
XLV Health Care Select Sector SPDR Fund 12.9 9 26 7.0 +1.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.8 60 -25 7.6 +1.7
RWL Invesco S&P 500 Revenue ETF 12.6 39 -4 6.9 +1.0
QVAL Alpha Architect US Quantitative Value ETF 12.6 39 -4 10.1 +4.2
SMRI Bushido Capital US Equity ETF 12.6 71 -36 8.3 +2.4
EDOC Global X Telemedicine & Digital Health ETF Registered 11.3 68 -33 -4.1 -10.0
RPV Invesco S&P 500 Pure Value ETF 10.8 35 0 10.2 +4.3
VFLO VictoryShares Free Cash Flow ETF 10.5 39 -4 9.3 +3.4
IYH iShares U.S. Healthcare ETF 10.2 40 -5 6.2 +0.3
IXJ iShares Global Healthcare ETF 10.0 42 -7 6.1 +0.2
SRHQ SRH U.S. Quality ETF 9.6 35 0 7.5 +1.6
BMED Future Health ETF 9.6 85 -50 -0.3 -6.2
FDHT Fidelity Digital Health ETF 9.4 39 -4 -2.2 -8.1
HKND Humankind US Stock ETF 9.2 11 24 7.0 +1.1
FMED Fidelity Disruptive Medicine ETF 9.1 50 -15 -0.4 -6.3
IPDP Dividend Performers ETF 9.0 122 -87 5.3 -0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.8 29 6 6.9 +1.0
HART IQ Healthy Hearts ETF 8.8 45 -10 4.8 -1.2
WTV WisdomTree US Value Fund of Benef Interest 8.5 12 23 8.9 +3.0
SPVM Invesco S&P 500 Value with Momentum ETF 8.4 39 -4 8.1 +2.2
ULVM VictoryShares US Value Momentum ETF 8.4 20 15 7.2 +1.3
SPVU Invesco S&P 500 Enhanced Value ETF 8.2 13 22 9.3 +3.4
FBCV Fidelity Blue Chip Value ETF 8.2 59 -24 7.0 +1.1
HLGE Hartford Longevity Economy ETF 8.1 44 -9 5.9 -0.0
SIXL ETC 6 Meridian Low Beta Equity ETF 8.0 80 -45 4.3 -1.6
BHCHX Baron Health Care Strategy 8.0 75 -40 -0.8 -6.7
PINK Simplify Health Care ETF 7.8 50 -15 3.1 -2.8
RTH VanEck Retail ETF 7.6 35 0 6.3 +0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.6 20 15 4.1 -1.8
LYLD Cambria Large Cap Shareholder Yield ETF 7.4 59 -24 9.2 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 7.3 39 -4 7.4 +1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.2 60 -25 7.6 +1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.1 60 -25 8.6 +2.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.9 48 -13 5.3 -0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.8 15 20 6.4 +0.5
DEUS Xtrackers Russell US Multifactor ETF 6.8 17 18 6.9 +1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 6.8 19 16 6.2 +0.3
SAGP Strategas Global Policy Opportunities ETF 6.7 65 -30 5.3 -0.6
PKW Invesco Buyback Achievers ETF 6.7 62 -27 6.6 +0.7
NULV Nuveen ESG Large-Cap Value ETF 6.5 26 9 6.7 +0.7
RNSC Furst Trust Small Cap US Equity Select ETF 6.4 60 -25 7.1 +1.2
IUS Invesco RAFI Strategic US ETF 6.4 19 16 6.9 +1.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.3 20 15 7.6 +1.7
WLDR Affinity World Leaders Equity ETF 6.3 67 -32 8.2 +2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.2 75 -40 6.9 +1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.1 15 20 9.4 +3.5
QLTY GMO U.S. Quality ETF 6.1 50 -15 4.4 -1.5
TXS Texas Capital Texas Equity Index ETF 6.0 49 -14 5.1 -0.8
EQRR ProShares Equities for Rising Rates ETF 6.0 35 0 8.2 +2.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 5.9 75 -40 6.1 +0.2
ROUS Hartford Multifactor US Equity ETF 5.9 19 16 6.6 +0.7
IYK iShares U.S. Consumer Staples ETF 5.9 40 -5 6.5 +0.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 5.8 65 -30 -1.0 -6.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.8 40 -5 6.3 +0.4
FVAL Fidelity Value Factor ETF 5.8 15 20 7.0 +1.1
OSCV Opus Small Cap Value ETF 5.8 79 -44 6.2 +0.3
FCPI Fidelity Stocks for Inflation ETF 5.8 15 20 8.2 +2.3
FLDZ RiverNorth Patriot ETF 5.7 75 -40 5.5 -0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.7 55 -20 4.2 -1.8
POWA Invesco Bloomberg Pricing Power ETF 5.7 40 -5 5.4 -0.5
SHRY First Trust Bloomberg Shareholder Yield ETF 5.5 60 -25 6.8 +0.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.5 52 -17 7.1 +1.2
VFMV Vanguard U.S. Minimum Volatility ETF 5.5 13 22 5.0 -0.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.5 25 10 10.6 +4.7
MEDI Harbor Health Care ETF 5.5 80 -45 1.2 -4.7
VLUE iShares MSCI USA Value Factor ETF 5.5 15 20 10.2 +4.3
DUSA Davis Select U.S. Equity ETF 5.4 61 -26 7.4 +1.5
WCEO Hypatia Women CEO ETF 5.4 85 -50 4.2 -1.7
USMF WisdomTree U.S. Multifactor Fund 5.4 28 7 7.2 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 5.3 15 20 6.4 +0.5
RNMC First Trust Mid Cap US Equity Select ETF 5.3 60 -25 6.4 +0.5
ROSC Hartford Multifactor Small Cap ETF 5.3 34 1 9.0 +3.0
JAVA JPMorgan Active Value ETF 5.3 44 -9 5.9 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.2 18 17 5.6 -0.3
EVUS iShares ESG Aware MSCI USA Value ETF 5.2 18 17 6.4 +0.5
JVAL JPMorgan U.S. Value Factor ETF 5.2 12 23 7.8 +1.9
FSCS First Trust SMID Capital Strength ETF 5.0 60 -25 6.6 +0.7
FMIL Fidelity New Millennium ETF 5.0 59 -24 4.7 -1.2
JSML Janus Henderson Small Cap Growth Alpha ETF 4.9 30 5 6.9 +1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.9 50 -15 4.4 -1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 17 7.2 +1.3
FLV American Century Focused Large Cap Value ETF 4.8 42 -7 6.4 +0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.7 30 5 5.8 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 4.7 29 6 7.1 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.7 24 11 7.5 +1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.7 25 10 7.4 +1.5
LCF Touchstone US Large Cap Focused ETF 4.6 69 -34 4.1 -1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.6 35 0 6.3 +0.4
VTV Vanguard Value ETF 4.6 4 31 6.5 +0.6
VLU SPDR S&P 1500 Value Tilt ETF 4.6 12 23 6.8 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 20 5.5 -0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 4.5 20 15 6.9 +1.0
DFLV Dimensional US Large Cap Value ETF 4.5 22 13 7.5 +1.6
VFVA Vanguard U.S. Value Factor ETF 4.5 13 22 10.3 +4.4
FDWM Fidelity Women's Leadership ETF 4.5 59 -24 4.6 -1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 20 4.3 -1.6
QLC FlexShares US Quality Large Cap Index Fund 4.5 25 10 5.4 -0.6
MGV Vanguard Mega Cap Value ETF 4.4 7 28 6.3 +0.4
FELV Fidelity Enhanced Large Cap Value ETF 4.4 18 17 6.5 +0.5
VALQ American Century U.S. Quality Value ETF 4.4 29 6 7.3 +1.4
SSPY Syntax Stratified LargeCap ETF 4.4 30 5 6.3 +0.4
FFLC Fidelity Fundamental Large Cap Core ETF 4.4 38 -3 4.7 -1.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.4 20 15 6.7 +0.8
QUS SPDR MSCI USA StrategicFactors ETF 4.4 15 20 5.7 -0.2
STXV Strive 1000 Value ETF 4.3 18 17 7.6 +1.7
AFMC First Trust Active Factor Mid Cap ETF 4.3 65 -30 7.1 +1.2
DWLD Davis Select Worldwide ETF 4.3 63 -28 6.6 +0.7
ZECP Zacks Earnings Consistent Portfolio ETF 4.3 55 -20 4.7 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.3 70 -35 2.9 -3.0
PRF Invesco FTSE RAFI US 1000 ETF 4.3 39 -4 6.9 +1.0
NUDV Nuveen ESG Dividend ETF 4.3 26 9 7.0 +1.0
AFSM First Trust Active Factor Small Cap ETF 4.3 75 -40 6.5 +0.6
VOOV Vanguard S&P 500 Value ETF 4.2 10 25 6.3 +0.4
IVE iShares S&P 500 Value ETF 4.2 18 17 6.3 +0.3
BOUT Innovator IBD Breakout Opportunities ETF 4.2 81 -46 6.4 +0.5
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 23 6.2 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 4.2 4 31 6.4 +0.5
GLRY Inspire Faithward Mid Cap Momentum ETF 4.2 80 -45 7.8 +1.9
SIXS ETC 6 Meridian Small Cap Equity ETF 4.2 89 -54 8.6 +2.6
LRGC AB US Large Cap Strategic Equities ETF 4.2 48 -13 4.6 -1.3
PPH VanEck Pharmaceutical ETF 4.2 36 -1 8.9 +3.0
FSST Fidelity Sustainable U.S. Equity ETF 4.1 59 -24 2.5 -3.4
FNDX Schwab Fundamental US Large Co. Index ETF 4.1 25 10 6.9 +1.0
IUSV iShares Core S&P US Value ETF 4.1 4 31 6.5 +0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.1 25 10 5.2 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 4.1 25 10 5.2 -0.8
ALTL Pacer Lunt Large Cap Alternator ETF 4.1 60 -25 4.9 -1.0
AHOY Newday Ocean Health ETF 4.0 75 -40 6.4 +0.5
RJMG FT Raymond James Multicap Growth Equity ETF 4.0 85 -50 2.7 -3.2
RFFC ALPS Active Equity Opportunity ETF 4.0 48 -13 4.0 -1.9
ROE Astoria US Quality Kings ETF 4.0 49 -14 7.2 +1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.0 25 10 5.6 -0.3
VFMF Vanguard U.S. Multifactor ETF 4.0 18 17 8.6 +2.7
FNDB Schwab Fundamental US Broad Market Index ETF 4.0 25 10 6.9 +1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 -4 4.5 -1.4
IWX iShares Russell Top 200 Value ETF 4.0 20 15 6.0 +0.1
CHGX AXS Change Finance ESG ETF 4.0 49 -14 5.2 -0.7
MODL VictoryShares WestEnd U.S. Sector ETF 4.0 42 -7 4.7 -1.2
VONV Vanguard Russell 1000 Value ETF 3.9 8 27 6.3 +0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.9 50 -15 7.5 +1.6
IWD iShares Russell 1000 Value ETF 3.9 19 16 6.2 +0.3
COWZ Pacer US Cash Cows 100 ETF 3.9 49 -14 10.2 +4.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.9 20 15 6.3 +0.4
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -20 5.9 +0.0
SSLY Syntax Stratified SmallCap ETF 3.9 40 -5 7.2 +1.3
USSE Segall Bryant & Hamill Select Equity ETF 3.9 65 -30 3.7 -2.2
KRMA Global X Conscious Companies ETF 3.9 43 -8 5.7 -0.3
PRAY FIS Christian Stock Fund 3.9 69 -34 5.7 -0.2
INEQ Columbia International Equity Income ETF 3.9 45 -10 6.5 +0.6
ILCV iShares Morningstar Value ETF 3.9 4 31 6.2 +0.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 26 5.4 -0.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.8 30 5 10.4 +4.5
RAYD Rayliant Quantitative Developed Market Equity ETF 3.8 80 -45 3.9 -2.0
IWO iShares Russell 2000 Growth ETF 3.8 24 11 0.6 -5.3
VTWG Vanguard Russell 2000 Growth ETF 3.8 15 20 0.7 -5.2
MBOX Freedom Day Dividend ETF 3.8 39 -4 7.4 +1.5
VEGN US Vegan Climate ETF 3.8 60 -25 4.5 -1.4
CGDV Capital Group Dividend Value ETF 3.8 33 2 5.4 -0.5
ITAN Sparkline Intangible Value ETF 3.8 50 -15 5.9 +0.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.7 39 -4 6.1 +0.2
BKWO BNY Mellon Women's Opportunities ETF 3.6 50 -15 3.9 -2.0
AUSF Global X Adaptive U.S. Factor ETF 3.6 27 8 8.5 +2.6
ACSI American Customer Satisfaction ETF 3.6 65 -30 4.4 -1.5
EMOT First Trust S&P 500 Economic Moat ETF 3.6 60 -25 6.8 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 3.5 18 17 5.5 -0.5
DFUV Dimensional US Marketwide Value ETF 3.5 22 13 7.3 +1.4
VIG Vanguard Dividend Appreciation ETF 3.5 6 29 5.5 -0.4
GVLU Gotham 1000 Value ETF 3.5 50 -15 7.4 +1.5
DGRW WisdomTree US Quality Dividend Growth Fund 3.5 28 7 5.9 -0.0
JMOM JPMorgan U.S. Momentum Factor ETF 3.5 12 23 4.5 -1.4
QUVU Hartford Quality Value ETF 3.5 46 -11 6.6 +0.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.5 65 -30 3.7 -2.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.5 35 0 8.3 +2.4
PWV Invesco Large Cap Value ETF 3.5 55 -20 6.9 +1.0
CCMG CCM Global Equity ETF 3.5 34 1 7.7 +1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.5 60 -25 4.1 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.4 37 -2 3.9 -2.0
XMHQ Invesco S&P MidCap Quality ETF 3.4 25 10 6.7 +0.8
DVND Touchstone Dividend Select ETF 3.4 67 -32 5.6 -0.3
REVS Columbia Research Enhanced Value ETF 3.4 19 16 7.4 +1.5
PSC Principal U.S. Small-Cap ETF 3.4 38 -3 6.1 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.4 29 6 6.7 +0.7
GSPY Gotham Enhanced 500 ETF 3.4 50 -15 5.1 -0.8
FSMD Fidelity Small-Mid Multifactor ETF 3.3 15 20 7.0 +1.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.3 60 -25 6.3 +0.4
XMMO Invesco S&P MidCap Momentum ETF 3.3 34 1 5.7 -0.2
VIRS Pacer BioThreat Strategy ETF 3.3 70 -35 5.9 -0.0
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -7 6.2 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 5 6.1 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 3.3 6 29 7.6 +1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 71 -36 0.3 -5.6
FUNL CornerCap Fundametrics Large-Cap ETF 3.2 50 -15 6.7 +0.8
PFM Invesco Dividend Achievers ETF 3.2 53 -18 5.3 -0.7
EZM WisdomTree U.S. MidCap Fund 3.2 38 -3 7.6 +1.7
ISMD Inspire Small/Mid Cap ETF 3.2 54 -19 5.5 -0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.2 9 26 5.4 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.2 9 26 5.0 -0.9
SQLV Royce Quant Small-Cap Quality Value ETF 3.2 60 -25 7.5 +1.6
ISCG iShares Morningstar Small-Cap Growth ETF 3.2 6 29 2.3 -3.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 6 6.4 +0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.2 30 5 8.0 +2.1
FTA First Trust Large Cap Value AlphaDEX Fund 3.1 59 -24 8.1 +2.2
NULC Nuveen ESG Large-Cap ETF 3.1 21 14 5.3 -0.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.1 38 -3 5.2 -0.7
EPS WisdomTree U.S. LargeCap Fund 3.1 8 27 5.9 +0.0
RUNN Running Oak Efficient Growth ETF 3.1 58 -23 4.8 -1.2
SPXN ProShares S&P 500 Ex-Financials ETF 3.1 9 26 5.0 -0.9
CGGO Capital Group Global Growth Equity ETF 3.1 47 -12 4.5 -1.4
CATH Global X S&P 500 Catholic Values Custom ETF 3.1 29 6 4.9 -1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.0 39 -4 7.8 +1.9
SNPE Xtrackers S&P 500 ESG ETF 3.0 10 25 5.1 -0.9
CFA VictoryShares US 500 Volatility Wtd ETF 3.0 35 0 5.7 -0.2
SHE SPDR MSCI USA Gender Diversity ETF 3.0 20 15 5.0 -1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.6 -0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.0 15 20 4.7 -1.2
XSLV Invesco S&P SmallCap Low Volatility ETF 3.0 25 10 6.9 +1.0
VOE Vanguard Mid-Cap Value ETF 3.0 7 28 6.9 +1.0
JHML John Hancock Multifactor Large Cap ETF 3.0 29 6 5.3 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 25 5.2 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -45 5.9 -0.0
GURU Global X Guru Index ETF 2.9 75 -40 1.7 -4.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.9 32 3 4.9 -1.1
RSP Invesco S&P 500 Equal Weight ETF 2.9 20 15 6.1 +0.2
VSLU Applied Finance Valuation Large Cap ETF 2.9 49 -14 5.5 -0.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -24 5.7 -0.3
DFVX Dimensional US Large Cap Vector ETF 2.9 22 13 6.1 +0.2
PAWZ ProShares Pet Care ETF 2.9 50 -15 3.7 -2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.9 20 15 4.9 -1.1
AGNG Global X Aging Population ETF 2.9 50 -15 4.0 -1.9
TMFC Motley Fool 100 Index ETF 2.9 50 -15 3.7 -2.2
STXD Strive 1000 Dividend Growth ETF 2.9 35 0 5.0 -0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 2.9 75 -40 4.7 -1.3
XSHQ Invesco S&P SmallCap Quality ETF 2.9 29 6 8.7 +2.8
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 20 5.0 -0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 7.2 +1.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.8 35 0 6.2 +0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.8 39 -4 4.3 -1.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -29 2.1 -3.8
FELC Fidelity Enhanced Large Cap Core ETF 2.8 18 17 5.3 -0.6
KRUZ Unusual Whales Subversive Republican Trading ETF 2.8 75 -40 5.5 -0.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 17 6.0 +0.1
DFAS Dimensional U.S. Small Cap ETF 2.8 26 9 5.7 -0.2
IJR iShares Core S&P Small Cap ETF 2.8 6 29 6.8 +0.9
IJS iShares S&P Small-Cap 600 Value ETF 2.7 18 17 7.6 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.7 28 7 5.7 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 5.8 -0.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.7 9 26 4.9 -1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 18 4.9 -1.0
SMDY Syntax Stratified MidCap ETF 2.7 35 0 5.7 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -14 5.0 -1.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.7 35 0 5.5 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.7 29 6 4.3 -1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 31 5.8 -0.1
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 22 2.2 -3.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 31 4 3.6 -2.3
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 10 6.7 +0.8
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 26 4.8 -1.1
NTZG Nuveen Global Net Zero Transition ETF 2.7 56 -21 4.8 -1.1
FFTY Innovator IBD 50 ETF 2.7 80 -45 -0.4 -6.3
IBUY Amplify Online Retail ETF 2.7 65 -30 1.4 -4.5
CGGR Capital Group Growth ETF 2.7 39 -4 3.3 -2.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.7 49 -14 10.1 +4.2
SLYV SPDR S&P 600 Small Cap Value ETF 2.7 15 20 7.7 +1.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.7 12 23 7.2 +1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.7 20 15 4.8 -1.2
TPSC Timothy Plan US Small Cap Core ETF 2.7 52 -17 6.9 +1.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.7 3 32 6.9 +1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 15 20 6.4 +0.5
SLYG SPDR S&P 600 Small Cap Growth ETF 2.7 15 20 6.0 +0.1
IWM iShares Russell 2000 ETF 2.6 19 16 2.9 -3.0
RSSL Global X Russell 2000 ETF 2.6 8 27 2.7 -3.2
SCHG Schwab U.S. Large-Cap Growth ETF 2.6 4 31 4.4 -1.5
VTWO Vanguard Russell 2000 ETF 2.6 10 25 3.0 -2.9
FDMO Fidelity Momentum Factor ETF 2.6 15 20 4.1 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 20 7.3 +1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 26 3.5 -2.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.6 60 -25 5.7 -0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -25 7.1 +1.1
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 12 3.4 -2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.6 25 10 5.3 -0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.6 15 20 7.7 +1.8
XSMO Invesco S&P SmallCap Momentum ETF 2.6 39 -4 7.2 +1.3
LRGF iShares U.S. Equity Factor ETF 2.6 8 27 5.7 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.6 17 18 5.4 -0.5
PDP Invesco Dorsey Wright Momentum ETF 2.6 62 -27 4.1 -1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -25 6.9 +1.0
SIZE iShares MSCI USA Size Factor ETF 2.6 15 20 5.7 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 11 24 5.0 -1.0
XVV iShares ESG Screened S&P 500 ETF 2.6 8 27 4.9 -1.0
DTD WisdomTree U.S. Total Dividend Fund 2.6 28 7 6.0 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.5 7 28 4.9 -1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.5 0 35 5.1 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.5 11 24 4.8 -1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.5 35 0 6.5 +0.6
RECS Columbia Research Enhanced Core ETF 2.5 15 20 5.5 -0.4
DGRO iShares Core Dividend Growth ETF 2.5 8 27 6.3 +0.4
VOTE TCW Transform 500 ETF 2.5 5 30 4.9 -1.0
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.5 42 -7 6.4 +0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.5 2 33 5.0 -0.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 20 5.8 -0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 20 6.9 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 26 5.8 -0.1
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -55 9.4 +3.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.4 61 -26 5.7 -0.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.4 35 0 6.9 +1.0
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 15 9.4 +3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 28 5.5 -0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.4 12 23 5.2 -0.7
DCOR Dimensional US Core Equity 1 ETF 2.4 14 21 5.4 -0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 15 4.8 -1.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 25 7.4 +1.5
MGC Vanguard Mega Cap ETF 2.4 7 28 4.8 -1.1
ACVF American Conservative Values ETF 2.4 75 -40 4.2 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.4 79 -44 5.2 -0.8
IVV iShares Core S&P 500 ETF 2.3 3 32 5.0 -0.9
DFAU Dimensional US Core Equity Market ETF 2.3 12 23 5.1 -0.8
SPY SPDR S&P 500 ETF Trust 2.3 9 26 5.0 -1.0
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 33 5.0 -0.9
VOO Vanguard S&P 500 ETF 2.3 3 32 5.0 -0.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 32 5.1 -0.8
IJJ iShares S&P Mid-Cap 400 Value ETF 2.3 18 17 7.3 +1.4
FDLO Fidelity Low Volatility Factor ETF 2.3 15 20 5.2 -0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 20 4.9 -1.0
DFUS Dimensional U.S. Equity ETF 2.3 9 26 4.9 -1.0
APUE ActivePassive U.S. Equity ETF 2.3 45 -10 4.8 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 67 -32 9.1 +3.2
PBUS Invesco MSCI USA ETF 2.3 4 31 5.0 -0.9
VV Vanguard Large-Cap ETF 2.3 4 31 4.9 -1.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.3 7 28 5.0 -0.9
VTI Vanguard Total Stock Market ETF 2.3 3 32 4.8 -1.1
STRV Strive 500 ETF 2.3 5 30 4.9 -1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.3 15 20 7.3 +1.4
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 5.0 -0.9
IWL iShares Russell Top 200 ETF 2.2 15 20 4.7 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 2.2 85 -50 3.2 -2.7
TMFS Motley Fool Small-Cap Growth ETF 2.2 85 -50 2.9 -3.1
VTHR Vanguard Russell 3000 ETF 2.2 10 25 4.8 -1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 2.2 15 20 7.3 +1.4
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.1 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 4.8 -1.1
IWV iShares Russell 3000 ETF 2.2 20 15 4.7 -1.2
IYY iShares Dow Jones U.S. ETF 2.2 20 15 4.8 -1.1
SFYX SoFi Next 500 ETF 2.2 0 35 4.9 -1.1
SCHK Schwab 1000 Index ETF 2.2 5 30 5.1 -0.8
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 5.0 -0.9
VBR Vanguard Small Cap Value ETF 2.2 7 28 7.7 +1.8
IWB iShares Russell 1000 ETF 2.2 15 20 4.9 -1.0
VONE Vanguard Russell 1000 ETF 2.2 8 27 4.9 -1.0
SYLD Cambria Shareholder Yield ETF 2.2 59 -24 11.0 +5.1
MDY SPDR S&P Midcap 400 ETF Trust 2.2 24 11 6.4 +0.5
IJH iShares Core S&P Mid-Cap ETF 2.2 5 30 6.6 +0.7
GDEF Goldman Sachs Defensive Equity ETF 2.2 55 -20 4.7 -1.2
VB Vanguard Small-Cap ETF 2.2 5 30 5.0 -0.9
AVSC Avantis U.S Small Cap Equity ETF 2.2 25 10 4.9 -1.0
ISCB iShares Morningstar Small-Cap ETF 2.2 4 31 4.9 -1.0
ARKG ARK Genomic Revolution ETF 2.2 75 -40 -4.7 -10.6
FLRG Fidelity U.S. Multifactor ETF 2.2 15 20 7.3 +1.4
GLOF iShares Global Equity Factor ETF 2.2 20 15 7.1 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 31 4.9 -1.0
VBK Vanguard Small-Cap Growth ETF 2.2 7 28 1.3 -4.6
NUSC Nuveen ESG Small-Cap ETF 2.2 31 4 5.1 -0.8
PY Principal Value ETF 2.2 15 20 7.1 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 15 20 8.4 +2.5
IWR iShares Russell Midcap ETF 2.2 19 16 5.6 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.2 10 25 6.5 +0.6
AVSU Avantis Responsible U.S. Equity ETF 2.1 15 20 6.1 +0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 32 6.6 +0.7
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 -20 5.6 -0.4
KONG Formidable Fortress ETF 2.1 89 -54 5.5 -0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 2.1 12 23 6.6 +0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 18 5.9 +0.0
YALL God Bless America ETF 2.1 65 -30 3.6 -2.3
SMCP AlphaMark Actively Managed Small Cap ETF 2.1 90 -55 4.2 -1.7
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 10 6.2 +0.3
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 4.6 -1.3
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -10 9.0 +3.1
FXG First Trust Consumer Staples AlphaDEX Fund 2.1 63 -28 6.9 +1.0
WDNA WisdomTree BioRevolution Fund 2.1 45 -10 -3.6 -9.5
WBIY WBI Power Factor High Dividend ETF 2.1 100 -65 10.3 +4.4
PTL Inspire 500 ETF 2.1 9 26 5.7 -0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 20 5.9 -0.0
RVRB Reverb ETF 2.1 30 5 4.7 -1.3
STXK Strive Small-Cap ETF 2.0 18 17 5.1 -0.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -33 -0.1 -6.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 20 5.9 +0.0
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 31 6.1 +0.2
IWS iShares Russell Mid-Cap Value ETF 2.0 23 12 6.4 +0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.0 15 20 5.9 -0.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 4.8 -1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 2.0 35 0 8.3 +2.4
QUAL iShares MSCI USA Quality Factor ETF 2.0 15 20 5.2 -0.7
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -40 5.3 -0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.0 8 27 5.0 -0.9
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 5.9 -0.0
SUSA iShares MSCI USA ESG Select ETF 2.0 25 10 5.1 -0.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.0 60 -25 9.2 +3.3
CWS AdvisorShares Focused Equity ETF 2.0 84 -49 4.5 -1.4
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -30 4.5 -1.5
EES WisdomTree U.S. SmallCap Fund 2.0 38 -3 9.5 +3.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 -17 5.2 -0.8
OALC OneAscent Large Cap Core ETF 2.0 86 -51 4.3 -1.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.0 85 -50 7.9 +2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -13 5.8 -0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 -23 5.1 -0.8
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -44 4.1 -1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 20 6.8 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 2.0 42 -7 5.1 -0.8
DIVY Sound Equity Dividend Income ETF 2.0 45 -10 10.3 +4.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -38 10.3 +4.4
DEEP Roundhill Acquirers Deep Value ETF 1.9 80 -45 21.4 +15.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 15 6.5 +0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.9 30 5 4.7 -1.2
FINX Global X FinTech ETF 1.9 68 -33 3.0 -3.0
SDEP SFP Core Equity Strategy 1.9 10 25 6.3 +0.4
CACG ClearBridge All Cap Growth ESG ETF 1.9 54 -19 3.7 -2.2
LRGE ClearBridge Large Cap Growth ESG ETF 1.9 59 -24 3.4 -2.5
USMC Principal U.S. Mega-Cap ETF 1.9 12 23 4.5 -1.4
CGUS Capital Group Core Equity ETF 1.9 33 2 4.4 -1.5
JGLO JPMorgan Global Select Equity ETF 1.9 33 2 4.4 -1.5
BDAIX Baron Durable Advantage 1.9 75 -40 3.7 -2.2
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 4.0 -1.9
EDOW First Trust Dow 30 Equal Weight ETF 1.9 50 -15 5.6 -0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.9 7 28 7.6 +1.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.9 39 -4 4.2 -1.7
DIA SPDR Dow Jones Industrial Average ETF Trust 1.9 16 19 5.5 -0.4
DIVZ TrueShares Low Volatility Equity Income ETF 1.9 65 -30 7.3 +1.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.9 15 20 5.7 -0.2
DIVL Madison Dividend Value ETF 1.9 65 -30 5.5 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.3 +0.4
FTDS First Trust Dividend Strength ETF 1.9 70 -35 8.0 +2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -12 5.4 -0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 26 5.2 -0.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -25 1.7 -4.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.9 47 -12 8.3 +2.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 21 5.0 -0.9
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.5 -0.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.9 35 0 10.6 +4.7
JEPI JPMorgan Equity Premium Income ETF 1.8 35 0 5.1 -0.9
VO Vanguard Mid-Cap ETF 1.8 4 31 5.5 -0.4
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -24 2.8 -3.1
XLG Invesco S&P 500 Top 50 ETF 1.8 20 15 4.5 -1.4
DIVB iShares Core Dividend ETF 1.8 5 30 7.5 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 31 6.5 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 25 5.1 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.8 31 4 6.7 +0.8
SMOT VanEck Morningstar SMID Moat ETF 1.8 49 -14 5.9 -0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 -24 2.7 -3.2
OEF iShares S&P 100 ETF 1.8 20 15 4.8 -1.2
AVUS Avantis U.S. Equity ETF 1.8 15 20 5.7 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.7 39 -4 7.1 +1.1
DSI iShares MSCI KLD 400 Social ETF 1.7 25 10 5.1 -0.9
TOK iShares MSCI Kokusai ETF 1.7 26 9 5.0 -0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.7 12 23 7.7 +1.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.7 40 -5 6.3 +0.4
CGDG Capital Group Dividend Growers ETF 1.7 47 -12 6.6 +0.6
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 6 9.7 +3.8
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 15 1.1 -4.8
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 5.0 -1.0
CSMD Congress SMid Growth ETF 1.7 69 -34 4.2 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 1.7 23 12 6.2 +0.3
SFY SoFi Select 500 ETF 1.7 0 35 4.5 -1.4
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 9 4.2 -1.7
GDOC Goldman Sachs Future Health Care Equity ETF 1.7 75 -40 3.4 -2.5
AIEQ AI Powered Equity ETF 1.7 75 -40 5.4 -0.5
URTH iShares MSCI World ETF 1.7 24 11 5.3 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.7 39 -4 7.1 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 5.0 -0.9
VAMO Cambria Value & Momentum ETF 1.6 61 -26 8.6 +2.7
VXF Vanguard Extended Market ETF 1.6 6 29 3.8 -2.1
DES WisdomTree U.S. SmallCap Dividend Fund 1.6 38 -3 7.1 +1.2
GCOW Pacer Global Cash Cows Dividend ETF 1.6 60 -25 13.3 +7.4
QTUM Defiance Quantum ETF 1.6 40 -5 3.6 -2.3
FTCS First Trust Capital Strength ETF 1.6 55 -20 5.6 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 25 5.2 -0.8
FPX First Trust US Equity Opportunities ETF 1.6 61 -26 1.6 -4.3
ARB AltShares Merger Arbitrage ETF 1.6 77 -42 4.4 -1.5
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 25 5.4 -0.5
TMFX Motley Fool Next Index ETF 1.6 50 -15 3.0 -3.0
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 -15 9.2 +3.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -45 5.7 -0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.5 12 23 4.5 -1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.5 10 25 4.5 -1.4
BSCFX Baron Small Cap Retail 1.5 75 -40 3.3 -2.6
JHSC John Hancock Multifactor Small Cap ETF 1.5 42 -7 6.8 +0.9
ACWI iShares MSCI ACWI ETF 1.5 32 3 5.4 -0.5
VTWV Vanguard Russell 2000 Value ETF 1.5 15 20 5.1 -0.8
IWN iShares Russell 2000 Value ETF 1.5 24 11 5.0 -0.9
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 20 4.7 -1.2
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 13 3.7 -2.2
FVD First Trust Value Line Dividend Index Fund 1.4 65 -30 6.2 +0.3
STXG Strive 1000 Growth ETF 1.4 18 17 4.0 -1.9
VT Vanguard Total World Stock ETF 1.4 7 28 5.6 -0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 5.7 -0.2
VSDA VictoryShares Dividend Accelerator ETF 1.4 35 0 6.6 +0.7
CANC Tema Oncology ETF 1.4 75 -40 -3.6 -9.5
AZTD Aztlan Global Stock Selection DM SMID ETF 1.4 75 -40 4.1 -1.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.4 39 -4 10.4 +4.5
EQUL IQ Engender Equality ETF 1.4 45 -10 5.7 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.5 -0.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 -30 2.9 -3.0
FESM Fidelity Enhanced Small Cap ETF 1.4 28 7 1.8 -4.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -40 3.9 -2.0
UDI USCF Dividend Income Fund 1.4 65 -30 7.3 +1.4
FDVV Fidelity High Dividend ETF 1.3 15 20 8.7 +2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 25 4.4 -1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 15 5.3 -0.6
ECML Euclidean Fundamental Value ETF 1.3 95 -60 13.2 +7.2
DGT SPDR Global Dow ETF 1.3 50 -15 7.0 +1.1
USXF iShares ESG Advanced MSCI USA ETF 1.3 10 25 5.0 -1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -24 5.5 -0.4
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.3 35 0 4.5 -1.4
JGRO JPMorgan Active Growth ETF 1.3 44 -9 3.5 -2.4
BLLD JPMorgan Sustainable Infrastructure ETF 1.3 49 -14 5.4 -0.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -60 1.4 -4.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.2 0 35 11.0 +5.1
VYM Vanguard High Dividend Yield Index ETF 1.2 6 29 6.8 +0.9
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 29 7.5 +1.6
CZA Invesco Zacks Mid-Cap ETF 1.2 72 -37 6.2 +0.3
SMMD iShares Russell 2500 ETF 1.2 15 20 5.8 -0.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 28 8.8 +2.9
CVAR Cultivar ETF 1.1 87 -52 6.6 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -40 4.2 -1.7
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 7 8.3 +2.4
BFOR ALPS Barron's 400 ETF 1.1 65 -30 5.9 -0.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 0 5.6 -0.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -40 3.5 -2.5
DEMZ Democratic Large Cap Core ETF 1.1 45 -10 4.1 -1.8
DTEC ALPS Disruptive Technologies ETF 1.1 50 -15 3.8 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 23 4.8 -1.2
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 23 5.8 -0.2
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 22 7.5 +1.6
SPMO Invesco S&P 500 Momentum ETF 1.0 13 22 3.9 -2.1
IWC iShares Micro-Cap ETF 1.0 60 -25 -5.1 -11.0
SPHQ Invesco S&P 500 Quality ETF 1.0 15 20 5.6 -0.3
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -71 10.2 +4.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.0 60 -25 4.7 -1.2
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -35 10.4 +4.5
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 -10 3.5 -2.4
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 6.8 +0.9
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 6.1 +0.2
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -20 12.6 +6.7
SDY SPDR S&P Dividend ETF 1.0 35 0 5.8 -0.1
SPGP Invesco S&P 500 GARP ETF 1.0 34 1 8.2 +2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 17 4.6 -1.4
HDUS Hartford Disciplined US Equity ETF 1.0 19 16 6.0 +0.0
FDIV MarketDesk Focused U.S. Dividend ETF 1.0 35 0 5.1 -0.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.0 36 -1 11.8 +5.9
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 31 4.7 -1.3
BUZZ VanEck Social Sentiment ETF 0.9 75 -40 0.8 -5.1
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 -17 6.0 +0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 -19 6.0 +0.1
CGV Conductor Global Equity Value ETF 0.9 130 -95 11.0 +5.1
HELX Franklin Genomic Advancements ETF 0.9 50 -15 0.3 -5.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 4.5 -1.4
VOOG Vanguard S&P 500 Growth ETF 0.9 10 25 4.6 -1.3
IVW iShares S&P 500 Growth ETF 0.9 18 17 4.5 -1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 31 4.6 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.9 15 20 6.7 +0.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -24 4.1 -1.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 15 5.6 -0.3
DUHP Dimensional US High Profitability ETF 0.8 21 14 6.5 +0.6
AVLV Avantis U.S. Large Cap Value ETF 0.8 15 20 7.3 +1.4
DFSV Dimensional US Small Cap Value ETF 0.8 31 4 9.0 +3.1
HLAL Wahed FTSE USA Shariah ETF 0.8 50 -15 4.8 -1.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 23 7.7 +1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 29 4.2 -1.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.7 60 -25 7.3 +1.3
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 6 4.9 -1.0
SPMV Invesco S&P 500 Minimum Variance ETF 0.7 10 25 5.3 -0.6
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -17 2.8 -3.1
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 10 9.3 +3.4
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.5 -1.4
VONG Vanguard Russell 1000 Growth ETF 0.7 8 27 4.6 -1.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 0 7.7 +1.8
QDF FlexShares Quality Dividend Index Fund 0.7 37 -2 4.2 -1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.6 38 -3 7.7 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 -10 4.6 -1.3
SVAL iShares US Small Cap Value Factor ETF 0.6 20 15 10.6 +4.7
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 -3 8.0 +2.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.6 15 20 4.6 -1.3
BIBL Inspire 100 ETF 0.6 35 0 5.1 -0.8
PBE Invesco Biotechnology & Genome ETF 0.6 58 -23 -2.4 -8.3
ILCG iShares Morningstar Growth ETF 0.5 4 31 4.0 -1.9
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -12 3.5 -2.4
MILN Global X Millennial Consumer ETF 0.5 50 -15 2.7 -3.2
BLES Inspire Global Hope ETF 0.5 61 -26 6.4 +0.5
CBSE Clough Select Equity ETF 0.5 85 -50 1.4 -4.6
BTHM BlackRock Future U.S. Themes ETF 0.5 60 -25 4.1 -1.8
GNOM Global X Genomics & Biotechnology ETF 0.4 50 -15 -5.3 -11.2
VOT Vanguard Mid-Cap Growth ETF 0.4 7 28 3.7 -2.2
QGRO American Century U.S. Quality Growth ETF 0.4 29 6 4.7 -1.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 16 0.8 -5.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -10.7 -16.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 5.9 -0.1
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.6 -1.3
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 -2.0 -7.9
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 4.0 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 5.9 -0.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.8 -2.1
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -54 5.2 -0.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.3 52 -17 5.6 -0.3
CSD Invesco S&P Spin-Off ETF 0.3 65 -30 8.7 +2.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 17 4.6 -1.3
PPTY US Diversified Real Estate ETF 0.3 53 -18 5.6 -0.3
MTUM iShares MSCI USA Momentum Factor ETF 0.3 15 20 4.0 -1.9
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 5.1 -0.8
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 7.8 +1.9
WISE Themes Generative Artificial Intelligence ETF 0.2 35 0 0.5 -5.4
SQEW LeaderShares Equity Skew ETF 0.2 81 -46 4.0 -1.9
ICAP InfraCap Equity Income Fund ETF 0.2 171 -136 6.1 +0.2
ISRA VanEck Israel ETF 0.2 59 -24 8.1 +2.2
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.3 -0.6
TTAC FCF US Quality ETF 0.2 59 -24 6.3 +0.3
DURA VanEck Durable High Dividend ETF 0.2 29 6 7.3 +1.4
IBB iShares Biotechnology ETF 0.2 45 -10 0.2 -5.7
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 3.8 -2.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.6 -1.4
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.8 -1.2
LVOL American Century Low Volatility ETF 0.1 29 6 4.8 -1.1
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 3.8 -2.2
TEQI T. Rowe Price Equity Income ETF 0.0 54 -19 3.9 -2.0
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.4 -2.5
DEW WisdomTree Global High Dividend Fund 0.0 58 -23 8.6 +2.6
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.7 -1.2
TIME Clockwise Core Equity & Innovation ETF -0.1 95 -60 1.9 -4.0

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%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.1 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.57
 
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.