State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 4.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 23.9x P/Sales
ratio		 0.5x
P/BV
ratio		 2.2x Div.
yield		 1.5%


  • 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) $96
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) $22,977
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
BROOKDALE SENIOR LIVING INC 3.1 %
DAVITA INC 2.5 %
ENSIGN GROUP INC/THE 2.4 %
ACADIA HEALTHCARE CO INC 2.4 %
TENET HEALTHCARE CORP 2.3 %
HCA HOLDINGS INC 2.3 %
QUEST DIAGNOSTICS 2.3 %
MCKESSON CORP 2.3 %
CARDINAL HEALTH INC 2.2 %
CHEMED CORP 2.2 %
Total 24.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 5.0% 0.9% 7.9% 11.6%

Market Correlations
versus... Beta R-squared
S&P500 0.58 32%
MSCI EAFE 0.61 27%
MSCI Emg. Mkts. 0.45 17%

Technical Indicators
Recent close $107.86
30d moving avg. $108.58
Annualized volatility 19.9%
Short interest (ETF) 19.4%
Short interest (Underlying) 4.4%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.8%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the State Street SPDR S&P Health Care Services ETF ETF based on the alternatives' overlap in portfolio holdings with XHS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHS Expense: 35 bp ALTAR Score™: 4.0%


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
(%)
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.5 40 -5 6.9 +2.9
FXH First Trust Health Care AlphaDEX Fund 24.1 62 -27 4.6 +0.7
PSCH Invesco S&P SmallCap Health Care ETF 14.9 29 6 2.5 -1.5
RWL Invesco S&P 500 Revenue ETF 14.4 39 -4 5.8 +1.9
VHT Vanguard Health Care ETF 14.3 9 26 4.9 +0.9
XLV The Health Care Select Sector SPDR Fund 14.0 8 27 6.2 +2.3
RPV Invesco S&P 500 Pure Value ETF 13.8 35 0 8.7 +4.7
FHLC Fidelity MSCI Health Care Index ETF 13.6 8 27 5.1 +1.1
SPVU Invesco S&P 500 Enhanced Value ETF 12.9 13 22 8.7 +4.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.7 60 -25 -1.8 -5.7
LST Leuthold Select Industries ETF 11.8 91 -56 4.9 +0.9
DBSC Deepwater Beachfront Small Cap ETF 11.5 85 -50 1.1 -2.9
SRHQ SRH U.S. Quality ETF 11.3 35 0 6.5 +2.5
IXJ iShares Global Healthcare ETF 10.3 42 -7 5.7 +1.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.3 60 -25 6.3 +2.4
SMRI Bushido Capital US Equity ETF 9.8 71 -36 8.2 +4.2
IYH iShares U.S. Healthcare ETF 9.5 40 -5 5.5 +1.5
WTV WisdomTree US Value Fund of Benef Interest 9.4 12 23 7.6 +3.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.2 60 -25 4.1 +0.1
HART IQ Healthy Hearts ETF 8.8 45 -10 5.6 +1.7
RTH VanEck Retail ETF 8.5 35 0 4.5 +0.5
FMKT The Free Markets ETF 8.3 76 -41 4.0 +0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 8.0 49 -14 7.4 +3.5
COWZ Pacer US Cash Cows 100 ETF 8.0 49 -14 7.4 +3.5
HEAL Global X HealthTech ETF 7.9 50 -15 -1.4 -5.4
DSTL Distillate US Fundamental Stability & Value ETF 7.7 39 -4 7.3 +3.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 7.6 70 -35 3.7 -0.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.6 20 15 7.1 +3.1
AVIE Avantis  Inflation Focused Equity ETF 7.5 25 10 6.0 +2.0
GKAT Scharf Global Opportunity ETF 7.5 57 -22 5.6 +1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.5 20 15 5.5 +1.5
FLDZ RiverNorth Patriot ETF 7.3 75 -40 5.5 +1.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.3 49 -14 5.0 +1.1
ULVM VictoryShares US Value Momentum ETF 7.2 20 15 6.2 +2.2
VFLO VictoryShares Free Cash Flow ETF 7.1 39 -4 7.9 +4.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.0 15 20 6.0 +2.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.9 15 20 8.2 +4.3
MEDI Harbor Health Care ETF 6.9 80 -45 -1.4 -5.3
COWS Amplify Cash Flow Dividend Leaders ETF 6.8 0 35 7.3 +3.4
RAFE PIMCO RAFI ESG U.S. ETF 6.8 29 6 6.4 +2.4
FDHT Fidelity Digital Health ETF 6.8 39 -4 1.7 -2.3
PINK Simplify Health Care ETF 6.7 50 -15 0.9 -3.1
CTEF Castellan Targeted Equity ETF 6.7 45 -10 2.8 -1.1
CWS AdvisorShares Focused Equity ETF 6.4 84 -49 4.5 +0.6
IYK iShares U.S. Consumer Staples ETF 6.3 40 -5 5.5 +1.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 6.3 55 -20 3.1 -0.8
PKW Invesco Buyback Achievers ETF 6.2 62 -27 7.0 +3.1
IUS Invesco RAFI Strategic US ETF 6.2 19 16 5.8 +1.8
GDOC Goldman Sachs Future Health Care Equity ETF 6.2 75 -40 0.9 -3.1
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 6.3 +2.3
OSCV Opus Small Cap Value ETF 6.2 79 -44 5.6 +1.6
ECML Euclidean Fundamental Value ETF 6.1 95 -60 8.9 +4.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.1 18 17 5.0 +1.0
POWA Invesco Bloomberg Pricing Power ETF 6.1 40 -5 5.2 +1.2
LYLD Cambria Large Cap Shareholder Yield ETF 6.0 59 -24 8.0 +4.1
KAT Scharf ETF 6.0 87 -52 5.8 +1.9
LQPE PEO AlphaQuest Thematic PE ETF 6.0 125 -90 5.3 +1.3
TXS Texas Capital Texas Equity Index ETF 6.0 49 -14 5.0 +1.0
QLTY GMO U.S. Quality ETF 5.9 50 -15 4.0 +0.0
FFOX FundX Future Fund Opportunities ETF 5.9 100 -65 2.3 -1.7
FMED Fidelity Disruptive Medicine ETF 5.8 50 -15 -1.2 -5.1
PY Principal Value ETF 5.7 15 20 6.9 +2.9
CSTK Invesco Comstock Contrarian Equity ETF 5.7 35 0 5.9 +1.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 5.6 65 -30 0.5 -3.4
JDOC JPMorgan Healthcare Leaders ETF 5.6 65 -30 3.3 -0.7
DEUS Xtrackers Russell US Multifactor ETF 5.5 17 18 6.3 +2.4
DUSA Davis Select U.S. Equity ETF 5.5 61 -26 7.0 +3.1
JAVA JPMorgan Active Value ETF 5.5 44 -9 5.4 +1.4
QVAL Alpha Architect US Quantitative Value ETF 5.4 39 -4 9.4 +5.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.4 19 16 5.0 +1.1
VFVA Vanguard U.S. Value Factor ETF 5.4 13 22 9.3 +5.3
STXV Strive 1000 Value ETF 5.4 18 17 6.7 +2.8
BUL Pacer US Cash Cows Growth ETF 5.3 60 -25 3.3 -0.6
FEGE First Eagle Global Equity ETF 5.3 79 -44 5.6 +1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 6.3 +2.3
TAX Cambria Tax Aware ETF 5.2 49 -14 4.1 +0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.2 48 -13 7.6 +3.7
PSC Principal U.S. Small-Cap ETF 5.1 38 -3 3.8 -0.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.1 29 6 6.8 +2.9
RNIN Bushido Capital US SMID Cap Equity ETF 5.1 70 -35 11.3 +7.3
BLCV iShares Large Cap Value Active ETF 5.1 53 -18 6.3 +2.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 20 3.1 -0.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.9 52 -17 4.8 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.9 60 -25 5.9 +1.9
ITAN Sparkline Intangible Value ETF 4.7 50 -15 6.2 +2.3
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.0 +2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 4.7 71 -36 -0.6 -4.6
BLCR iShares Large Cap Core Active ETF 4.7 36 -1 3.1 -0.9
SIXL ETC 6 Meridian Low Beta Equity ETF 4.7 80 -45 5.7 +1.7
ACWV iShares MSCI Global Min Vol Factor ETF 4.6 20 15 5.5 +1.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.6 12 23 6.3 +2.4
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 20 5.1 +1.1
SAMM Strategas Macro Momentum ETF 4.6 66 -31 3.6 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 17 6.7 +2.8
FUNL CornerCap Fundametrics Large-Cap ETF 4.5 50 -15 6.0 +2.1
VFMV Vanguard U.S. Minimum Volatility ETF 4.5 13 22 5.6 +1.7
REVS Columbia Research Enhanced Value ETF 4.5 19 16 6.8 +2.8
LFSC F/m Emerald Life Sciences Innovation ETF 4.5 79 -44 0.0 -4.0
ROUS Hartford Multifactor US Equity ETF 4.5 19 16 5.5 +1.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.5 25 10 6.3 +2.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 5.6 +1.7
PWV Invesco Large Cap Value ETF 4.5 55 -20 6.4 +2.5
IWO iShares Russell 2000 Growth ETF 4.4 24 11 0.5 -3.4
SAMT Strategas Macro Thematic Opportunities ETF 4.4 65 -30 2.5 -1.5
PPH VanEck Pharmaceutical ETF 4.4 36 -1 6.3 +2.4
FNDB Schwab Fundamental US Broad Market Index ETF 4.3 25 10 6.3 +2.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.2 20 15 6.1 +2.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.2 35 0 5.6 +1.7
ROE Astoria US Quality Kings ETF 4.2 49 -14 5.4 +1.5
MFMO Motley Fool Momentum Factor ETF 4.2 50 -15 2.2 -1.7
VFMF Vanguard U.S. Multifactor ETF 4.1 18 17 6.7 +2.7
QUVU Hartford Quality Value ETF 4.1 46 -11 5.5 +1.6
EQIN Columbia US Equity Income ETF 4.1 35 0 6.0 +2.0
SVAL iShares US Small Cap Value Factor ETF 4.1 20 15 7.4 +3.5
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -25 4.4 +0.5
FESM Fidelity Enhanced Small Cap ETF 4.1 28 7 2.4 -1.5
PRF Invesco FTSE RAFI US 1000 ETF 4.0 34 1 5.8 +1.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.0 39 -4 1.1 -2.8
SYLD Cambria Shareholder Yield ETF 4.0 59 -24 10.3 +6.3
AUSF Global X Adaptive U.S. Factor ETF 3.9 27 8 7.8 +3.9
GDIV Harbor Dividend Growth Leaders ETF 3.9 50 -15 3.9 -0.0
FTA First Trust Large Cap Value AlphaDEX Fund 3.9 59 -24 7.5 +3.6
IJK iShares S&P Mid-Cap 400 Growth ETF 3.9 17 18 4.1 +0.1
RECS Columbia Research Enhanced Core ETF 3.9 15 20 5.3 +1.4
NUDV Nuveen ESG Dividend ETF 3.9 26 9 5.9 +2.0
ZECP Zacks Earnings Consistent Portfolio ETF 3.9 55 -20 4.0 +0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.9 75 -40 6.2 +2.2
HRTS Tema Heart & Health ETF 3.8 75 -40 2.7 -1.3
ALIL Argent Focused Small Cap ETF 3.8 74 -39 5.4 +1.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.8 15 20 5.0 +1.0
JPSV JPMorgan Active Small Cap Value ETF 3.8 74 -39 7.6 +3.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.8 65 -30 3.5 -0.5
USMF WisdomTree U.S. Multifactor Fund 3.8 28 7 6.4 +2.4
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 5.6 +1.6
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 29 6.9 +2.9
FTDS First Trust Dividend Strength ETF 3.7 70 -35 6.7 +2.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.7 40 -5 6.4 +2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 3.7 89 -54 7.8 +3.9
VALQ American Century U.S. Quality Value ETF 3.6 29 6 6.7 +2.8
THRO iShares U.S. Thematic Rotation Active ETF 3.6 90 -55 3.3 -0.7
FCPI Fidelity Stocks for Inflation ETF 3.6 15 20 5.8 +1.9
BGDV Bahl & Gaynor Dividend ETF 3.6 45 -10 3.9 -0.1
DFLV Dimensional US Large Cap Value ETF 3.6 22 13 6.2 +2.2
VTV Vanguard Value ETF 3.6 4 31 5.8 +1.8
MGV Vanguard Mega Cap Value ETF 3.6 7 28 5.4 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 11 7.1 +3.2
WCEO Hypatia Women CEO ETF 3.6 85 -50 4.9 +0.9
GNOM Global X Genomics & Biotechnology ETF 3.6 50 -15 -2.8 -6.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.5 15 20 4.1 +0.2
DFUV Dimensional US Marketwide Value ETF 3.5 22 13 6.2 +2.3
FYX First Trust Small Cap Core AlphaDEX Fund 3.5 61 -26 5.6 +1.7
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -20 5.1 +1.1
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 25 0.7 -3.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.5 18 17 5.6 +1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.5 10 25 4.1 +0.2
ABLS Abacus FCF Small Cap Leaders ETF 3.5 59 -24 4.7 +0.7
XOEF iShares S&P 500 ex S&P 100 ETF 3.5 20 15 4.7 +0.7
NULV Nuveen ESG Large-Cap Value ETF 3.4 26 9 5.2 +1.3
VOE Vanguard Mid-Cap Value ETF 3.4 7 28 6.7 +2.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.4 55 -20 8.7 +4.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 10 5.5 +1.5
VLUE iShares MSCI USA Value Factor ETF 3.4 15 20 7.6 +3.6
IWP iShares Russell Mid-Cap Growth ETF 3.3 23 12 2.7 -1.2
LCF Touchstone US Large Cap Focused ETF 3.3 69 -34 3.6 -0.3
BMED Future Health ETF 3.3 85 -50 1.1 -2.9
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 5.8 +1.8
MBOX Freedom Day Dividend ETF 3.3 39 -4 6.8 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 6 5.7 +1.8
JVAL JPMorgan U.S. Value Factor ETF 3.3 12 23 7.1 +3.2
DWLD Davis Select Worldwide ETF 3.2 63 -28 6.5 +2.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.2 29 6 6.5 +2.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 10 7.9 +4.0
GSPY Gotham Enhanced 500 ETF 3.2 50 -15 4.5 +0.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 4 5.6 +1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 15 4.2 +0.2
ACSI American Customer Satisfaction ETF 3.2 65 -30 4.8 +0.8
PRXV Praxis Impact Large Cap Value ETF 3.2 36 -1 5.6 +1.6
HELX Franklin Genomic Advancements ETF 3.2 50 -15 -1.4 -5.3
ARKG ARK Genomic Revolution ETF 3.2 75 -40 -2.3 -6.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.1 39 -4 3.6 -0.4
EQRR ProShares Equities for Rising Rates ETF 3.1 35 0 6.3 +2.4
IVE iShares S&P 500 Value ETF 3.1 18 17 5.5 +1.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 31 5.6 +1.7
VOOV Vanguard S&P 500 Value ETF 3.1 7 28 5.6 +1.6
GVLU Gotham 1000 Value ETF 3.1 50 -15 7.9 +4.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 7.3 +3.3
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 22 1.8 -2.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 4.9 +0.9
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.2 +1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.1 +1.2
CVAR Cultivar ETF 3.0 87 -52 6.7 +2.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.0 30 5 7.1 +3.2
ISCG iShares Morningstar Small-Cap Growth ETF 3.0 6 29 2.8 -1.2
GURU Global X Guru Index ETF 3.0 75 -40 2.5 -1.5
ROSC Hartford Multifactor Small Cap ETF 3.0 34 1 7.3 +3.3
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 -14 6.3 +2.4
AKAF The Frontier Economic Fund 3.0 20 15 5.0 +1.0
QLC FlexShares US Quality Large Cap Index Fund 3.0 25 10 4.6 +0.7
PDP Invesco Dorsey Wright Momentum ETF 3.0 62 -27 1.5 -2.5
AFSM First Trust Active Factor Small Cap ETF 3.0 75 -40 6.0 +2.1
IUSV iShares Core S&P US Value ETF 3.0 4 31 5.8 +1.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 4.8 +0.8
FDLS Inspire Fidelis Multi Factor ETF 2.9 76 -41 3.3 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 4.8 +0.8
FSCS First Trust SMID Capital Strength ETF 2.9 60 -25 6.5 +2.5
FDMO Fidelity Momentum Factor ETF 2.9 15 20 2.6 -1.4
DGRO iShares Core Dividend Growth ETF 2.9 8 27 5.5 +1.5
DVND Touchstone Dividend Select ETF 2.9 67 -32 5.1 +1.2
FSGS First Trust SMID Growth Strength ETF 2.9 60 -25 4.7 +0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 67 -32 8.5 +4.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 20 5.1 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 5 5.1 +1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 -30 4.7 +0.8
AFMC First Trust Active Factor Mid Cap ETF 2.9 65 -30 7.1 +3.1
FLV American Century Focused Large Cap Value ETF 2.9 42 -7 5.8 +1.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.8 50 -15 3.3 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.3 +0.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.8 59 -24 4.8 +0.8
RSSL Global X Russell 2000 ETF 2.8 8 27 2.8 -1.1
VEGN US Vegan Climate ETF 2.8 60 -25 4.0 +0.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.8 60 -25 6.7 +2.8
PRAY FIS Christian Stock Fund 2.8 69 -34 3.9 -0.0
LOWV AB US Low Volatility Equity ETF 2.8 48 -13 4.3 +0.3
IWM iShares Russell 2000 ETF 2.8 19 16 2.7 -1.2
MFIG Motley Fool Innovative Growth Factor ETF 2.8 50 -15 2.8 -1.1
TEXN iShares Texas Equity ETF 2.8 20 15 5.3 +1.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 6 4.1 +0.1
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 20 6.6 +2.6
FPX First Trust US Equity Opportunities ETF 2.8 61 -26 0.9 -3.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -35 2.0 -1.9
VIG Vanguard Dividend Appreciation ETF 2.8 5 30 4.8 +0.9
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -25 4.7 +0.7
AGNG Global X Aging Population ETF 2.8 50 -15 3.8 -0.1
VAMO Cambria Value & Momentum ETF 2.8 61 -26 5.0 +1.1
IWX iShares Russell Top 200 Value ETF 2.7 20 15 5.1 +1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 31 5.5 +1.5
IMCB iShares Morningstar Mid-Cap ETF 2.7 4 31 5.3 +1.4
RNMC First Trust Mid Cap US Equity Select ETF 2.7 60 -25 6.2 +2.2
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 -7 5.3 +1.4
SURE AdvisorShares Insiders Advantage ETF 2.7 90 -55 8.0 +4.0
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 31 5.9 +2.0
VYM Vanguard High Dividend Yield Index ETF 2.6 6 29 6.0 +2.0
DIVB iShares Core Dividend ETF 2.6 5 30 7.2 +3.3
GQI Natixis Gateway Quality Income ETF 2.6 34 1 4.3 +0.4
FBCV Fidelity Blue Chip Value ETF 2.6 59 -24 5.8 +1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 23 5.5 +1.6
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 17 3.8 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 5.2 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 18 5.0 +1.1
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -30 4.5 +0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 2.5 30 5 2.8 -1.2
OPTZ Optimize Strategy Index ETF 2.5 50 -15 3.9 -0.1
ILCV iShares Morningstar Value ETF 2.5 4 31 5.3 +1.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 10 4.2 +0.3
SNPV Xtrackers S&P 500 Value ESG ETF 2.5 15 20 5.5 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 4.7 +0.8
AZTD Aztlan Global Stock Selection DM SMID ETF 2.5 75 -40 4.1 +0.1
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -30 3.6 -0.4
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 9.8 +5.8
PFM Invesco Dividend Achievers ETF 2.5 53 -18 4.6 +0.7
NUSC Nuveen ESG Small-Cap ETF 2.5 31 4 4.9 +0.9
VUSV Vanguard Wellington U.S. Value Active ETF 2.5 30 5 5.7 +1.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.5 59 -24 5.0 +1.1
FVAL Fidelity Value Factor ETF 2.5 15 20 6.0 +2.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.5 19 16 4.9 +0.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 25 3.8 -0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.4 50 -15 8.3 +4.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.4 15 20 3.8 -0.2
VTWO Vanguard Russell 2000 ETF 2.4 7 28 2.9 -1.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.4 35 0 6.3 +2.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 28 5.4 +1.4
VSLU Applied Finance Valuation Large Cap ETF 2.4 49 -14 4.8 +0.8
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 17 5.7 +1.8
IWD iShares Russell 1000 Value ETF 2.4 19 16 5.5 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 23 3.6 -0.4
TMAT Main Thematic Innovation ETF 2.4 164 -129 -2.0 -5.9
COPY Tweedy, Browne Insider + Value ETF 2.4 80 -45 14.8 +10.8
VONV Vanguard Russell 1000 Value ETF 2.4 7 28 5.6 +1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 6.1 +2.1
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 26 5.5 +1.5
SIZE iShares MSCI USA Size Factor ETF 2.4 15 20 5.4 +1.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -25 4.8 +0.9
MFVL Motley Fool Value Factor ETF 2.4 50 -15 5.4 +1.5
DSPY Tema S&P 500 Historical Weight ETF 2.4 18 17 4.5 +0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 20 6.7 +2.7
FYT First Trust Small Cap Value AlphaDEX Fund 2.4 73 -38 10.0 +6.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -40 2.0 -1.9
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 5.4 +1.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.3 65 -30 5.1 +1.1
CCFE Concourse Capital Focused Equity ETF 2.3 95 -60 2.3 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 17 4.7 +0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 23 5.9 +1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 0 4.4 +0.5
JPEF JPMorgan Equity Focus ETF 2.3 50 -15 3.8 -0.2
YALL God Bless America ETF 2.3 65 -30 4.0 +0.0
ABIG Argent Large Cap ETF 2.3 49 -14 4.3 +0.4
USSE Segall Bryant & Hamill Select Equity ETF 2.3 65 -30 3.1 -0.9
FXG First Trust Consumer Staples AlphaDEX Fund 2.3 63 -28 7.4 +3.5
BGRO iShares Large Cap Growth Active ETF 2.3 55 -20 2.0 -1.9
BDIV AAM Brentview Dividend Growth ETF 2.3 49 -14 3.6 -0.4
SEMG Suncoast Select Growth ETF 2.3 60 -25 3.6 -0.4
DFAS Dimensional U.S. Small Cap ETF 2.3 26 9 5.6 +1.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.3 20 15 8.5 +4.6
LRGC AB US Large Cap Strategic Equities ETF 2.3 48 -13 3.9 -0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 7.6 +3.7
SFGV Sequoia Global Value ETF 2.2 23 12 6.9 +3.0
SFYX SoFi Next 500 ETF 2.2 0 35 5.0 +1.0
QGRO American Century U.S. Quality Growth ETF 2.2 29 6 3.8 -0.1
EMOT First Trust S&P 500 Economic Moat ETF 2.2 60 -25 7.4 +3.5
ISCB iShares Morningstar Small-Cap ETF 2.2 4 31 5.4 +1.4
KONG Formidable Fortress ETF 2.2 89 -54 5.0 +1.1
MDCP VictoryShares THB Mid Cap ESG ETF 2.2 55 -20 4.6 +0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.2 60 -25 8.1 +4.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -45 6.5 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.2 25 10 11.3 +7.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.2 79 -44 4.3 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 7 4.9 +0.9
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 6.6 +2.6
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 12 5.4 +1.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.2 49 -14 6.4 +2.4
AIEQ AI Powered Equity ETF 2.2 75 -40 3.7 -0.2
DTD WisdomTree U.S. Total Dividend Fund 2.2 28 7 5.6 +1.7
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 -25 8.2 +4.2
KNO AXS Knowledge Leaders ETF 2.1 78 -43 4.2 +0.3
VBK Vanguard Small-Cap Growth ETF 2.1 7 28 1.3 -2.7
STXM Strive Mid-Cap ETF 2.1 18 17 5.3 +1.3
IWR iShares Russell Midcap ETF 2.1 19 16 5.4 +1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 58 -23 4.8 +0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 26 3.9 -0.0
STXK Strive Small-Cap ETF 2.1 18 17 5.2 +1.2
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.6 +0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.1 35 0 4.5 +0.5
PAWZ ProShares Pet Care ETF 2.1 50 -15 3.5 -0.5
MID American Century Mid Cap Growth Impact ETF 2.1 45 -10 2.8 -1.2
SWP SWP Growth & Income ETF 2.1 99 -64 3.9 -0.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -17 4.7 +0.8
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 17 5.9 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 2.4 -1.6
WLDR Affinity World Leaders Equity ETF 2.1 67 -32 6.3 +2.4
VO Vanguard Mid-Cap ETF 2.1 4 31 5.2 +1.3
SMOX Horizon Small/Mid Cap Core Equity ETF 2.1 75 -40 5.4 +1.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.1 +2.1
VB Vanguard Small-Cap ETF 2.1 5 30 5.2 +1.3
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -45 3.7 -0.3
MDY SPDR S&P Midcap 400 ETF Trust 2.0 23 12 5.8 +1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -40 4.8 +0.8
IJH iShares Core S&P Mid-Cap ETF 2.0 5 30 6.0 +2.1
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -65 2.8 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -7 4.1 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.4 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 20 5.0 +1.1
SPIT F/m Emerald Special Situations ETF 2.0 105 -70 -0.7 -4.6
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.3 +0.3
BEEX BeeHive ETF 2.0 84 -49 3.8 -0.2
DIVE Dana Concentrated Dividend ETF 2.0 65 -30 6.6 +2.7
SCHV Schwab U.S. Large-Cap Value ETF 2.0 4 31 5.6 +1.7
TOPC iShares S&P 500 3% Capped ETF 2.0 15 20 4.4 +0.5
VBR Vanguard Small Cap Value ETF 2.0 7 28 7.7 +3.8
IJR iShares Core S&P Small Cap ETF 2.0 6 29 6.5 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -25 6.1 +2.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -33 2.3 -1.6
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 4.9 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 2.0 43 -8 3.6 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 9.6 +5.6
QLV FlexShares US Quality Low Volatility Index Fund 2.0 22 13 4.9 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 26 4.4 +0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 1.9 45 -10 8.7 +4.8
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 -25 4.3 +0.4
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 26 4.1 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -29 1.3 -2.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.9 12 23 6.3 +2.4
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 5.8 +1.9
ISMD Inspire Small/Mid Cap ETF 1.9 54 -19 5.4 +1.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 32 6.0 +2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 3.7 -0.3
SCHA Schwab U.S. Small-Cap ETF 1.9 4 31 4.6 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 10 5.0 +1.0
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 20 4.3 +0.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 8.6 +4.6
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.0 +0.1
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.5 +0.5
SFTY Horizon Managed Risk ETF 1.9 77 -42 3.5 -0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.9 60 -25 4.9 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 7 28 6.0 +2.1
FBT First Trust NYSE Arca Biotechnology Index Fund 1.9 56 -21 2.6 -1.4
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 1 3.5 -0.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 28 6.4 +2.4
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 4.4 +0.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 6.0 +2.0
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 15 7.5 +3.5
HYP Golden Eagle Dynamic Hypergrowth ETF 1.9 85 -50 -0.8 -4.7
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 -3 3.9 -0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.9 10 25 4.4 +0.4
TMFX Motley Fool Next Index ETF 1.9 50 -15 2.9 -1.0
STOX Horizon Core Equity ETF 1.9 70 -35 3.6 -0.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 32 6.5 +2.6
IPO Renaissance IPO ETF 1.9 60 -25 2.0 -2.0
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.1 +1.2
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.2 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 7.8 +3.8
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.4 +0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.8 20 15 4.6 +0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.8 35 0 5.0 +1.1
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 7.9 +3.9
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 25 4.4 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.3 +0.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.8 49 -14 5.0 +1.0
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 10 5.8 +1.8
SGRT SMART Earnings Growth 30 ETF 1.8 59 -24 2.7 -1.3
ABFL Abacus FCF Leaders ETF 1.8 59 -24 3.8 -0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.8 60 -25 5.5 +1.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.8 75 -40 4.1 +0.1
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 -1 8.2 +4.3
BUZZ VanEck Social Sentiment ETF 1.8 75 -40 -0.7 -4.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.8 70 -35 4.5 +0.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.8 22 13 4.2 +0.3
DIVZ TrueShares Low Volatility Equity Income ETF 1.8 65 -30 5.6 +1.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.8 7 28 6.4 +2.4
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -10 2.5 -1.5
LGRO Level Four Large Cap Growth Active ETF 1.8 55 -20 3.8 -0.2
EDOW First Trust Dow 30 Equal Weight ETF 1.8 50 -15 4.5 +0.6
DIA SPDR Dow Jones Industrial Average ETF 1.8 16 19 4.7 +0.7
SFYF SoFi Social 50 ETF 1.8 29 6 0.9 -3.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.8 15 20 4.4 +0.4
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -10 4.4 +0.5
TBG TBG Dividend Focus ETF 1.8 59 -24 6.1 +2.2
DVGR DAC 3D Dividend Growth ETF 1.8 65 -30 4.6 +0.7
CHRI Global X S&P 500 Christian Values ETF 1.8 29 6 4.0 +0.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.7 5 30 7.3 +3.4
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -7 5.9 +1.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.7 15 20 6.0 +2.1
IWS iShares Russell Mid-Cap Value ETF 1.7 23 12 6.1 +2.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 6.2 +2.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.7 47 -12 7.9 +4.0
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 4.4 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 4.7 +0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 6.4 +2.4
RAUS RACWI US ETF 1.7 15 20 4.3 +0.3
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 6 10.6 +6.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.7 24 11 6.0 +2.1
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.4 +0.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.1 +0.2
TMFC Motley Fool 100 Index ETF 1.7 50 -15 3.1 -0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 15 4.1 +0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.7 12 23 5.2 +1.3
CGGR Capital Group Growth ETF 1.7 39 -4 2.5 -1.5
TPHD Timothy Plan High Dividend Stock ETF 1.7 52 -17 5.8 +1.8
TCV Towle Value ETF 1.7 85 -50 9.8 +5.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -12 4.8 +0.9
DXUV Dimensional US Vector Equity ETF 1.7 28 7 5.2 +1.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 4.5 +0.5
TOLL Tema Durable Quality ETF 1.7 75 -40 3.9 -0.0
PBUS Invesco MSCI USA ETF 1.7 4 31 4.3 +0.3
IWV iShares Russell 3000 ETF 1.7 20 15 4.1 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -14 4.0 +0.1
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.2 +0.2
GQQQ Astoria US Quality Growth Kings ETF 1.7 35 0 3.5 -0.5
IVV iShares Core S&P 500 ETF 1.7 3 32 4.3 +0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.2 +0.3
SPY SPDR S&P 500 ETF 1.6 9 26 4.2 +0.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 33 4.3 +0.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.3 +3.4
VTI Vanguard Total Stock Market ETF 1.6 3 32 4.2 +0.3
SCHB Schwab U.S. Broad Market ETF 1.6 3 32 4.3 +0.4
ANEW ProShares MSCI Transformational Changes ETF 1.6 45 -10 4.3 +0.4
SCHK Schwab 1000 Index ETF 1.6 5 30 4.3 +0.4
DFUS Dimensional U.S. Equity ETF 1.6 9 26 4.2 +0.2
VOO Vanguard S&P 500 ETF 1.6 3 32 4.3 +0.4
VTHR Vanguard Russell 3000 ETF 1.6 7 28 4.2 +0.3
DHS WisdomTree U.S. High Dividend Fund 1.6 38 -3 7.9 +3.9
SCHX Schwab U.S. Large-Cap ETF 1.6 3 32 4.4 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.2 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 7.3 +3.4
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 6 6.8 +2.8
VXF Vanguard Extended Market ETF 1.6 5 30 3.9 -0.1
STXD Strive 1000 Dividend Growth ETF 1.6 35 0 4.3 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 21 4.2 +0.3
GXLC Global X U.S. 500 ETF 1.6 2 33 4.2 +0.2
STRV Strive 500 ETF 1.6 5 30 4.2 +0.3
EBI Longview Advantage ETF 1.6 35 0 6.0 +2.0
IWB iShares Russell 1000 ETF 1.6 15 20 4.2 +0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 28 4.2 +0.2
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 6.4 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 29 3.5 -0.5
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 32 4.2 +0.3
VV Vanguard Large-Cap ETF 1.6 4 31 4.2 +0.3
EES WisdomTree U.S. SmallCap Fund 1.6 38 -3 8.0 +4.1
VONE Vanguard Russell 1000 ETF 1.6 7 28 4.3 +0.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 31 3.4 -0.6
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 4.6 +0.7
BFOR ALPS Barron's 400 ETF 1.6 65 -30 4.9 +0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.0 +0.1
KRMA Global X Conscious Companies ETF 1.6 43 -8 5.3 +1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.0 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 33 4.3 +0.3
LRGF iShares U.S. Equity Factor ETF 1.6 8 27 4.7 +0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -0.9 -4.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.4 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 35 4.3 +0.3
VOTE TCW Transform 500 ETF 1.6 5 30 4.2 +0.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 6.1 +2.2
FINX Global X FinTech ETF 1.5 68 -33 3.1 -0.9
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -50 1.9 -2.0
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -50 1.1 -2.8
RVRB Reverb ETF 1.5 30 5 4.0 +0.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 5 3.8 -0.2
MGC Vanguard Mega Cap ETF 1.5 7 28 4.0 +0.0
DEEP Roundhill Acquirers Deep Value ETF 1.5 80 -45 15.7 +11.8
DSI iShares MSCI KLD 400 Social ETF 1.5 25 10 4.2 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 -0.7
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 4.2 +0.3
DFVX Dimensional US Large Cap Vector ETF 1.5 22 13 5.2 +1.3
ISCV iShares Morningstar Small Cap Value ETF 1.5 6 29 7.7 +3.8
IWL iShares Russell Top 200 ETF 1.5 15 20 4.0 +0.0
RFFC ALPS Active Equity Opportunity ETF 1.5 48 -13 3.6 -0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 26 4.4 +0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.5 70 -35 9.3 +5.3
NIXT Research Affiliates Deletions ETF 1.4 9 26 7.0 +3.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 3.7 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 20 4.6 +0.7
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 7 8.5 +4.6
ACVF American Conservative Values ETF 1.4 75 -40 3.8 -0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.4 95 -60 -0.5 -4.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.4 35 0 4.9 +1.0
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 20 5.1 +1.1
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 17 9.0 +5.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.4 35 0 6.4 +2.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.2 -0.8
WSML iShares MSCI World Small-Cap ETF 1.4 15 20 5.3 +1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.1 +0.1
DVY iShares Select Dividend ETF 1.4 38 -3 7.8 +3.9
GLOF iShares Global Equity Factor ETF 1.3 20 15 5.7 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 6.7 +2.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 6.8 +2.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 23 3.6 -0.3
SFY SoFi Select 500 ETF 1.3 0 35 3.9 -0.1
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 0 6.1 +2.1
HDUS Hartford Disciplined US Equity ETF 1.3 19 16 4.8 +0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 -25 9.4 +5.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.3 40 -5 3.9 -0.0
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 10 4.8 +0.9
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 20 2.7 -1.3
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.4 +1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 10 25 9.1 +5.1
LGCF Themes US Cash Flow Champions ETF 1.3 30 5 7.5 +3.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -14 7.8 +3.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.3 15 20 9.1 +5.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 27 4.5 +0.5
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -15 5.1 +1.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.5 +0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 31 5.3 +1.4
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -44 3.4 -0.6
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 15 7.1 +3.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 3.0 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 26 4.5 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 4.2 +0.3
SUSA iShares MSCI USA ESG Select ETF 1.2 25 10 4.1 +0.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.2 30 5 4.1 +0.2
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.3 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.0 +1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -2 5.3 +1.4
VDIG Vanguard Wellington Dividend Growth Active ETF 1.2 40 -5 4.2 +0.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.2 12 23 3.5 -0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 25 4.3 +0.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 7.3 +3.4
URTH iShares MSCI World ETF 1.1 24 11 4.4 +0.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 28 9.8 +5.9
DGT State Street SPDR Global Dow ETF 1.1 50 -15 5.7 +1.7
IWN iShares Russell 2000 Value ETF 1.1 24 11 4.9 +1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 54 -19 5.7 +1.8
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 5.1 +1.1
CGDG Capital Group Dividend Growers ETF 1.1 47 -12 5.0 +1.0
USCF Themes US Cash Flow Champions ETF 1.1 29 6 7.5 +3.6
QTUM Defiance Quantum ETF 1.1 40 -5 4.6 +0.6
FDWM Fidelity Women's Leadership ETF 1.1 59 -24 3.6 -0.3
FDLO Fidelity Low Volatility Factor ETF 1.1 15 20 4.7 +0.8
CGV Conductor Global Equity Value ETF 1.0 130 -95 7.0 +3.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -25 3.6 -0.4
INRO iShares U.S. Industry Rotation Active ETF 1.0 42 -7 3.7 -0.3
DFSV Dimensional US Small Cap Value ETF 1.0 31 4 8.8 +4.8
ARKK ARK Innovation ETF 1.0 75 -40 -3.1 -7.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -25 4.6 +0.7
RJDI RJ Eagle GCM Dividend Select Income ETF 1.0 55 -20 4.4 +0.5
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.7 +0.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.0 49 -14 8.5 +4.6
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 4.2 +0.2
AVUS Avantis U.S. Equity ETF 1.0 15 20 4.8 +0.9
VT Vanguard Total World Stock ETF 1.0 6 29 5.1 +1.1
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 3.9 -0.1
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -15 3.8 -0.1
USEW Cambria US EW ETF 1.0 30 5 4.1 +0.2
GOP Unusual Whales Subversive Republican Trading ETF 0.9 50 -15 4.6 +0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.7 +2.8
CHGX AXS Change Finance ESG ETF 0.9 49 -14 4.7 +0.8
SGLC SGI U.S. Large Cap Core ETF 0.9 85 -50 3.8 -0.2
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 3.7 -0.3
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 25 4.0 +0.1
NULC Nuveen ESG Large-Cap ETF 0.9 21 14 4.1 +0.1
OEF iShares S&P 100 ETF 0.9 20 15 3.9 -0.0
DUHP Dimensional US High Profitability ETF 0.9 21 14 5.0 +1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 4.9 +1.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.9 59 -24 8.4 +4.4
CGUS Capital Group Core Equity ETF 0.9 33 2 3.6 -0.3
FFND Future Fund Active ETF 0.9 100 -65 4.3 +0.3
GRPM Invesco S&P MidCap 400 GARP ETF 0.9 35 0 6.7 +2.8
IBUY Amplify Online Retail ETF 0.9 65 -30 2.2 -1.7
THNR Amplify Weight Loss Drug & Treatment ETF 0.9 59 -24 5.1 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 3.4 -0.5
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 20 4.4 +0.4
SMMD iShares Russell 2500 ETF 0.8 15 20 5.7 +1.7
DTEC ALPS Disruptive Technologies ETF 0.8 50 -15 3.7 -0.3
IWF iShares Russell 1000 Growth ETF 0.8 19 16 3.4 -0.5
VONG Vanguard Russell 1000 Growth ETF 0.8 7 28 3.5 -0.4
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 3.8 -0.2
FLRG Fidelity U.S. Multifactor ETF 0.8 15 20 5.9 +1.9
OEI Optimized Equity Income ETF 0.8 75 -40 3.4 -0.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 -24 9.3 +5.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 -10 3.7 -0.3
FDVV Fidelity High Dividend ETF 0.8 15 20 6.6 +2.7
AQLT iShares MSCI Global Quality Factor ETF 0.8 18 17 0.0 -4.0
JGRO JPMorgan Active Growth ETF 0.8 44 -9 2.4 -1.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.3 -3.7
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 0.8 75 -40 2.0 -2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -25 6.7 +2.8
PTL Inspire 500 ETF 0.8 9 26 4.5 +0.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.7 12 23 6.7 +2.8
GINX SGI Enhanced Global Income ETF 0.7 98 -63 6.5 +2.6
WISE Themes Generative Artificial Intelligence ETF 0.7 35 0 -0.4 -4.4
SDY State Street SPDR S&P Dividend ETF 0.7 35 0 5.7 +1.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 5 13.4 +9.5
MAGA Point Bridge America First ETF 0.7 72 -37 5.0 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.5 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 8.1 +4.2
GEW Cambria Global EW ETF 0.7 29 6 5.3 +1.4
IWC iShares Micro-Cap ETF 0.7 60 -25 -1.5 -5.4
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 7.8 +3.8
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -24 2.3 -1.7
CANC Tema Oncology ETF 0.7 75 -40 -2.5 -6.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.8 +0.8
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 5.8 +1.8
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.0 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.6 48 -13 5.2 +1.3
JEPI JPMorgan Equity Premium Income ETF 0.6 35 0 4.6 +0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -21 6.8 +2.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -25 4.7 +0.7
CGDV Capital Group Dividend Value ETF 0.6 33 2 3.9 -0.1
CZAR Themes Natural Monopoly ETF 0.6 35 0 5.2 +1.2
ILCG iShares Morningstar Growth ETF 0.6 4 31 3.1 -0.8
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.1 +3.2
IWY iShares Russell Top 200 Growth ETF 0.6 20 15 3.5 -0.4
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 22 5.5 +1.5
ARB AltShares Merger Arbitrage ETF 0.5 77 -42 2.6 -1.4
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 2.8 -1.2
OALC OneAscent Large Cap Core ETF 0.5 86 -51 3.6 -0.4
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -17 3.8 -0.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 -5 4.0 +0.1
SMCF Themes US Small Cap Cash Flow Champions ETF 0.5 29 6 10.1 +6.1
SBIO ALPS Medical Breakthroughs ETF 0.5 50 -15 0.0 -4.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 17 3.1 -0.8
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 5.9 +1.9
FFF Founders 100 ETF 0.5 75 -40 2.6 -1.3
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 31 3.2 -0.7
BLES Inspire Global Hope ETF 0.5 61 -26 5.7 +1.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 0.9 -3.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 8.8 +4.9
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 3.9 -0.1
DSMC Distillate Small/Mid Cash Flow ETF 0.4 55 -20 11.0 +7.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -4.2 -8.2
TINY ProShares Nanotechnology ETF 0.4 58 -23 1.6 -2.3
PPTY US Diversified Real Estate ETF 0.4 53 -18 7.6 +3.7
AVUQ Avantis U.S. Quality ETF 0.4 15 20 3.6 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -7 4.2 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 23 4.5 +0.5
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 -24 3.2 -0.7
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.8 -0.2
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.5 -0.5
JHDV John Hancock U.S. High Dividend ETF 0.3 34 1 6.2 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 23 5.1 +1.2
IVW iShares S&P 500 Growth ETF 0.3 18 17 3.0 -0.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 31 3.2 -0.8
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -12 4.4 +0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.0 -0.9
VOOG Vanguard S&P 500 Growth ETF 0.3 7 28 3.1 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -24 1.9 -2.1
MILN Global X Millennial Consumer ETF 0.2 50 -15 3.9 -0.1
BIBL Inspire 100 ETF 0.2 35 0 4.3 +0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 17 7.7 +3.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 20 7.7 +3.7
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 4.2 +0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 -3 5.1 +1.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 25 7.8 +3.8
DAK Dakota Active Equity ETF 0.2 43 -8 3.8 -0.2
STXG Strive 1000 Growth ETF 0.2 18 17 3.3 -0.7
IBB iShares Biotechnology ETF 0.2 45 -10 -0.5 -4.4
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 4.6 +0.7
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 3.4 -0.6
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 8.1 +4.1
ISRA VanEck Israel ETF 0.1 59 -24 5.8 +1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 5 3.9 -0.1
TTAC FCF US Quality ETF 0.1 59 -24 5.2 +1.3
WSGE Warren Street Global Equity ETF 0.1 80 -45 2.8 -1.1
DIVN Horizon Dividend Income ETF 0.1 70 -35 6.2 +2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.2 +0.3
XT iShares Exponential Technologies ETF 0.1 46 -11 4.1 +0.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 17 3.3 -0.6

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.2 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.