State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.8x P/Sales
ratio		 0.6x
P/BV
ratio		 2.2x Div.
yield		 0.9%


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

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Sep 28, 2011
Assets (mns) $87
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) $22,899
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
GUARDANT HEALTH, INC. 3.5 %
BROOKDALE SENIOR LIVING INC 2.6 %
NEOGENOMICS INC 2.6 %
CARDINAL HEALTH INC 2.6 %
GENEDX HOLDINGS CORP. CLASS A 2.5 %
UNIVERSAL HEALTH SERVICES-B 2.4 %
HCA HOLDINGS INC 2.3 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.3 %
CENTENE CORP 2.3 %
MCKESSON CORP 2.3 %
Total 25.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
23.1% 13.5% 4.6% 7.2% 12.0%

Market Correlations
versus... Beta R-squared
S&P500 0.59 35%
MSCI EAFE 0.66 31%
MSCI Emg. Mkts. 0.49 20%

Technical Indicators
Recent close $109.50
30d moving avg. $104.44
Annualized volatility 19.9%
Short interest (ETF) 19.4%
Short interest (Underlying) 4.4%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 9
Turnover 1.1%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 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™: 3.9%


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 41.4 40 -5 8.0 +4.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.6 40 -5 7.8 +3.8
FXH First Trust Health Care AlphaDEX Fund 21.7 62 -27 7.8 +3.8
PSCH Invesco S&P SmallCap Health Care ETF 15.2 29 6 3.7 -0.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.5 60 -25 -0.9 -4.9
RWL Invesco S&P 500 Revenue ETF 14.4 39 -4 6.8 +2.8
VFLO VictoryShares Free Cash Flow ETF 14.3 39 -4 10.1 +6.2
VHT Vanguard Health Care ETF 14.1 9 26 5.5 +1.5
RPV Invesco S&P 500 Pure Value ETF 14.0 35 0 10.2 +6.2
XLV The Health Care Select Sector SPDR Fund 13.8 8 27 7.0 +3.1
FHLC Fidelity MSCI Health Care Index ETF 13.8 8 27 5.7 +1.8
SPVU Invesco S&P 500 Enhanced Value ETF 12.4 13 22 10.0 +6.1
IXJ iShares Global Healthcare ETF 10.4 42 -7 6.6 +2.7
LST Leuthold Select Industries ETF 10.0 91 -56 5.4 +1.4
WTV WisdomTree US Value Fund of Benef Interest 9.8 12 23 9.0 +5.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.7 35 0 6.2 +2.2
MEDI Harbor Health Care ETF 9.6 80 -45 -1.8 -5.7
PINK Simplify Health Care ETF 9.5 50 -15 0.7 -3.2
HKND Humankind US Stock ETF 9.5 11 24 7.3 +3.3
IYH iShares U.S. Healthcare ETF 9.3 40 -5 6.2 +2.3
FMKT The Free Markets ETF 9.3 76 -41 3.6 -0.4
SRHQ SRH U.S. Quality ETF 9.2 35 0 7.6 +3.7
RTH VanEck Retail ETF 9.0 35 0 5.5 +1.6
DSTL Distillate US Fundamental Stability & Value ETF 8.9 39 -4 8.6 +4.7
JDOC JPMorgan Healthcare Leaders ETF 8.3 65 -30 3.8 -0.1
SMRI Bushido Capital US Equity ETF 8.3 71 -36 10.0 +6.0
HEAL Global X HealthTech ETF 8.2 50 -15 -0.6 -4.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 8.2 +4.3
GKAT Scharf Global Opportunity ETF 8.0 57 -22 6.1 +2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.7 15 20 9.0 +5.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.7 +3.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.5 65 -30 0.8 -3.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.4 15 20 6.6 +2.6
FLDZ RiverNorth Patriot ETF 7.3 75 -40 6.3 +2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.2 20 15 6.1 +2.2
AVIE Avantis  Inflation Focused Equity ETF 7.2 25 10 7.1 +3.1
DUSA Davis Select U.S. Equity ETF 7.1 61 -26 7.3 +3.4
FTDS First Trust Dividend Strength ETF 7.1 70 -35 8.6 +4.6
ECML Euclidean Fundamental Value ETF 7.1 95 -60 10.5 +6.6
DEUS Xtrackers Russell US Multifactor ETF 7.0 17 18 6.9 +2.9
FMTM MarketDesk Focused U.S. Momentum ETF 7.0 45 -10 3.0 -0.9
COWZ Pacer US Cash Cows 100 ETF 6.9 49 -14 8.5 +4.6
HART IQ Healthy Hearts ETF 6.6 45 -10 6.4 +2.5
LQPE PEO AlphaQuest Thematic PE ETF 6.6 125 -90 6.8 +2.9
GNOM Global X Genomics & Biotechnology ETF 6.5 50 -15 -2.7 -6.6
IYK iShares U.S. Consumer Staples ETF 6.5 40 -5 6.6 +2.6
QLTY GMO U.S. Quality ETF 6.4 50 -15 4.5 +0.6
KAT Scharf ETF 6.3 87 -52 6.0 +2.1
IUS Invesco RAFI Strategic US ETF 6.2 19 16 6.7 +2.8
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 7.5 +3.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 6.2 70 -35 5.0 +1.0
POWA Invesco Bloomberg Pricing Power ETF 6.1 40 -5 5.9 +2.0
BLCR iShares Large Cap Core Active ETF 6.1 36 -1 3.5 -0.4
TXS Texas Capital Texas Equity Index ETF 6.0 49 -14 6.0 +2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.0 18 17 5.9 +1.9
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.3 +2.4
JAVA JPMorgan Active Value ETF 6.0 44 -9 6.4 +2.4
STXV Strive 1000 Value ETF 5.9 18 17 8.1 +4.2
FFOX FundX Future Fund Opportunities ETF 5.9 100 -65 4.1 +0.1
LFSC F/m Emerald Life Sciences Innovation ETF 5.9 79 -44 0.0 -3.9
FDHT Fidelity Digital Health ETF 5.9 39 -4 1.5 -2.4
FFTY Innovator IBD 50 ETF 5.9 80 -45 -2.6 -6.5
DWLD Davis Select Worldwide ETF 5.9 63 -28 7.1 +3.2
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 5 8.3 +4.4
FBCV Fidelity Blue Chip Value ETF 5.8 59 -24 7.3 +3.4
FEGE First Eagle Global Equity ETF 5.8 79 -44 6.5 +2.5
PKW Invesco Buyback Achievers ETF 5.7 62 -27 8.1 +4.2
CSTK Invesco Comstock Contrarian Equity ETF 5.7 35 0 6.9 +2.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.7 19 16 6.3 +2.3
BLCV iShares Large Cap Value Active ETF 5.7 53 -18 7.5 +3.5
PSC Principal U.S. Small-Cap ETF 5.6 38 -3 6.9 +3.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.5 30 5 7.0 +3.1
FMED Fidelity Disruptive Medicine ETF 5.5 50 -15 -0.6 -4.6
OSCV Opus Small Cap Value ETF 5.5 79 -44 7.2 +3.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.4 55 -20 4.3 +0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.3 39 -4 2.9 -1.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.3 52 -17 6.2 +2.2
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -45 6.3 +2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 7.4 +3.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.3 20 15 6.8 +2.9
QVAL Alpha Architect US Quantitative Value ETF 5.2 39 -4 9.5 +5.5
ARKG ARK Genomic Revolution ETF 5.1 75 -40 0.0 -3.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.1 18 17 7.7 +3.8
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 22 5.9 +2.0
IWO iShares Russell 2000 Growth ETF 5.0 24 11 0.8 -3.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 5.0 12 23 7.4 +3.4
VTWG Vanguard Russell 2000 Growth ETF 5.0 10 25 1.0 -3.0
RNIN Bushido Capital US SMID Cap Equity ETF 4.9 70 -35 12.6 +8.6
FDLS Inspire Fidelis Multi Factor ETF 4.9 76 -41 4.6 +0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 4.8 71 -36 -1.6 -5.5
SVAL iShares US Small Cap Value Factor ETF 4.8 20 15 8.9 +4.9
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 20 6.9 +2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 11 8.2 +4.2
HELX Franklin Genomic Advancements ETF 4.7 50 -15 -0.4 -4.3
RAFE PIMCO RAFI ESG U.S. ETF 4.7 29 6 6.9 +3.0
LCF Touchstone US Large Cap Focused ETF 4.7 69 -34 4.2 +0.3
ITAN Sparkline Intangible Value ETF 4.7 50 -15 6.6 +2.6
FNDX Schwab Fundamental US Large Co. Index ETF 4.7 25 10 7.2 +3.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.7 20 15 5.9 +2.0
LYLD Cambria Large Cap Shareholder Yield ETF 4.7 59 -24 9.8 +5.8
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.8 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.6 55 -20 4.4 +0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.6 65 -30 6.4 +2.5
ROE Astoria US Quality Kings ETF 4.6 49 -14 6.9 +3.0
FTA First Trust Large Cap Value AlphaDEX Fund 4.6 59 -24 8.8 +4.9
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 20 5.8 +1.9
SYLD Cambria Shareholder Yield ETF 4.6 59 -24 12.5 +8.6
PPH VanEck Pharmaceutical ETF 4.5 36 -1 7.8 +3.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 6.6 +2.6
PWV Invesco Large Cap Value ETF 4.5 55 -20 7.5 +3.5
FNDB Schwab Fundamental US Broad Market Index ETF 4.4 25 10 7.3 +3.4
HLGE Hartford Longevity Economy ETF 4.4 44 -9 6.3 +2.4
FSGS First Trust SMID Growth Strength ETF 4.3 60 -25 5.2 +1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.3 48 -13 9.1 +5.2
CWS AdvisorShares Focused Equity ETF 4.3 84 -49 5.5 +1.6
ROUS Hartford Multifactor US Equity ETF 4.2 19 16 7.0 +3.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 10 7.8 +3.9
FXG First Trust Consumer Staples AlphaDEX Fund 4.2 63 -28 8.7 +4.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 20 4.2 +0.2
WCEO Hypatia Women CEO ETF 4.2 85 -50 3.1 -0.9
AUSF Global X Adaptive U.S. Factor ETF 4.2 27 8 9.1 +5.2
VFMF Vanguard U.S. Multifactor ETF 4.1 18 17 7.7 +3.8
GQI Natixis Gateway Quality Income ETF 4.1 34 1 5.0 +1.1
MGV Vanguard Mega Cap Value ETF 4.1 7 28 6.5 +2.5
VFVA Vanguard U.S. Value Factor ETF 4.1 13 22 10.6 +6.7
ULVM VictoryShares US Value Momentum ETF 4.1 20 15 7.3 +3.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.1 65 -30 4.6 +0.7
DFUV Dimensional US Marketwide Value ETF 4.1 22 13 7.4 +3.5
VTV Vanguard Value ETF 4.0 4 31 6.8 +2.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 4.0 68 -33 2.1 -1.8
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 6.7 +2.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.0 15 20 5.7 +1.7
USSE Segall Bryant & Hamill Select Equity ETF 4.0 65 -30 4.3 +0.3
BDIV AAM Brentview Dividend Growth ETF 4.0 49 -14 4.6 +0.6
NUMV Nuveen ESG Mid-Cap Value ETF 4.0 31 4 6.9 +3.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.9 55 -20 10.2 +6.2
GVLU Gotham 1000 Value ETF 3.9 50 -15 8.8 +4.9
ROSC Hartford Multifactor Small Cap ETF 3.9 34 1 9.1 +5.1
ABLS Abacus FCF Small Cap Leaders ETF 3.9 59 -24 5.1 +1.2
VOE Vanguard Mid-Cap Value ETF 3.8 7 28 7.8 +3.8
VLUE iShares MSCI USA Value Factor ETF 3.8 15 20 8.8 +4.9
DFLV Dimensional US Large Cap Value ETF 3.8 22 13 7.6 +3.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 5 8.2 +4.2
USMF WisdomTree U.S. Multifactor Fund 3.8 28 7 7.4 +3.4
EQRR ProShares Equities for Rising Rates ETF 3.8 35 0 7.9 +3.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.8 40 -5 7.5 +3.6
QLC FlexShares US Quality Large Cap Index Fund 3.8 25 10 5.2 +1.3
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 6.8 +2.9
JVAL JPMorgan U.S. Value Factor ETF 3.8 12 23 7.9 +3.9
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -15 7.2 +3.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.7 18 17 6.5 +2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 3.7 67 -32 9.9 +6.0
ALIL Argent Focused Small Cap ETF 3.7 74 -39 6.7 +2.8
XOEF iShares S&P 500 ex S&P 100 ETF 3.7 20 15 5.7 +1.7
TAX Cambria Tax Aware ETF 3.7 49 -14 6.1 +2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 10 5.9 +2.0
HRTS Tema Heart & Health ETF 3.7 75 -40 2.0 -1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.6 70 -35 2.2 -1.7
LGCF Themes US Cash Flow Champions ETF 3.6 30 5 8.2 +4.2
JPEF JPMorgan Equity Focus ETF 3.6 50 -15 4.4 +0.4
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 7.2 +3.2
NUDV Nuveen ESG Dividend ETF 3.6 26 9 7.6 +3.6
AFLG First Trust Active Factor Large Cap ETF 3.6 55 -20 6.3 +2.4
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 2.1 -1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 6.5 +2.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.5 60 -25 6.5 +2.6
VOOV Vanguard S&P 500 Value ETF 3.5 7 28 6.2 +2.3
SFGV Sequoia Global Value ETF 3.5 23 12 8.2 +4.3
IVE iShares S&P 500 Value ETF 3.5 18 17 6.1 +2.2
GPT Intelligent Alpha Atlas ETF 3.5 69 -34 5.6 +1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.5 4 31 6.3 +2.3
CCFE Concourse Capital Focused Equity ETF 3.5 95 -60 3.3 -0.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 29 3.0 -1.0
CVAR Cultivar ETF 3.5 87 -52 6.9 +2.9
VAMO Cambria Value & Momentum ETF 3.5 61 -26 6.4 +2.5
FCPI Fidelity Stocks for Inflation ETF 3.5 15 20 7.8 +3.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.5 55 -20 4.8 +0.8
SPIT F/m Emerald Special Situations ETF 3.5 105 -70 -1.0 -5.0
FESM Fidelity Enhanced Small Cap ETF 3.5 28 7 6.8 +2.9
GLRY Inspire Faithward Mid Cap Momentum ETF 3.4 80 -45 6.3 +2.3
ASLV Allspring Special Large Value ETF 3.4 35 0 6.5 +2.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.4 29 6 6.9 +3.0
IWP iShares Russell Mid-Cap Growth ETF 3.4 23 12 3.4 -0.6
IUSV iShares Core S&P US Value ETF 3.4 4 31 6.4 +2.4
GSPY Gotham Enhanced 500 ETF 3.4 50 -15 5.1 +1.1
FYX First Trust Small Cap Core AlphaDEX Fund 3.4 61 -26 5.7 +1.8
MODL VictoryShares WestEnd U.S. Sector ETF 3.4 42 -7 4.6 +0.6
REVS Columbia Research Enhanced Value ETF 3.4 19 16 7.7 +3.8
ACSI American Customer Satisfaction ETF 3.3 65 -30 5.4 +1.5
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 6.8 +2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 3.3 60 -25 6.9 +3.0
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -7 6.3 +2.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.3 35 0 5.8 +1.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.3 79 -44 6.1 +2.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.2 60 -25 8.2 +4.3
RSSL Global X Russell 2000 ETF 3.2 8 27 4.1 +0.2
BUZZ VanEck Social Sentiment ETF 3.2 75 -40 -1.0 -4.9
BGDV Bahl & Gaynor Dividend ETF 3.2 45 -10 4.7 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 23 4.6 +0.7
AKAF The Frontier Economic Fund 3.2 20 15 6.3 +2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 18 6.0 +2.0
AFMC First Trust Active Factor Mid Cap ETF 3.2 65 -30 8.3 +4.4
IWM iShares Russell 2000 ETF 3.2 19 16 4.2 +0.2
LOWV AB US Low Volatility Equity ETF 3.2 48 -13 5.3 +1.3
VTWO Vanguard Russell 2000 ETF 3.1 7 28 4.3 +0.3
FSST Fidelity Sustainable U.S. Equity ETF 3.1 59 -24 4.2 +0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.1 39 -4 5.7 +1.8
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 6.1 +2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 6.0 +2.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 23 6.5 +2.6
SAGP Strategas Global Policy Opportunities ETF 3.1 65 -30 5.5 +1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.1 50 -15 8.8 +4.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 10.0 +6.0
AFSM First Trust Active Factor Small Cap ETF 3.1 75 -40 7.5 +3.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 6.1 +2.1
IWX iShares Russell Top 200 Value ETF 3.1 20 15 6.0 +2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.1 10 25 6.0 +2.1
PRXV Praxis Impact Large Cap Value ETF 3.1 36 -1 6.7 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 15 5.6 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.0 52 -17 5.7 +1.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.0 15 20 6.0 +2.0
RECS Columbia Research Enhanced Core ETF 3.0 15 20 5.7 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.0 58 -23 5.7 +1.8
QWLD SPDR MSCI World StrategicFactors ETF 3.0 30 5 5.8 +1.9
QUVU Hartford Quality Value ETF 3.0 46 -11 7.4 +3.5
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 17 6.7 +2.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.0 60 -25 6.2 +2.3
DVND Touchstone Dividend Select ETF 3.0 67 -32 5.6 +1.6
FSCS First Trust SMID Capital Strength ETF 3.0 60 -25 7.2 +3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.0 9 26 4.0 +0.0
VIG Vanguard Dividend Appreciation ETF 2.9 5 30 5.5 +1.6
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 31 7.1 +3.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 5.6 +1.6
NUSC Nuveen ESG Small-Cap ETF 2.9 31 4 5.2 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.6 +1.6
VYM Vanguard High Dividend Yield Index ETF 2.9 6 29 7.0 +3.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.9 70 -35 10.8 +6.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 8.3 +4.3
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -24 5.9 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 18 5.9 +2.0
PRAY FIS Christian Stock Fund 2.8 69 -34 5.2 +1.2
NULC Nuveen ESG Large-Cap ETF 2.8 21 14 4.7 +0.8
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.9 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -45 4.4 +0.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 16 5.5 +1.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.8 35 0 7.0 +3.1
TEXN iShares Texas Equity ETF 2.8 20 15 6.2 +2.2
ILCV iShares Morningstar Value ETF 2.8 4 31 6.3 +2.3
DIVB iShares Core Dividend ETF 2.8 5 30 8.3 +4.3
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 20 6.9 +3.0
OPTZ Optimize Strategy Index ETF 2.8 50 -15 4.7 +0.8
DGRO iShares Core Dividend Growth ETF 2.8 8 27 6.6 +2.6
BMED Future Health ETF 2.8 85 -50 0.3 -3.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.8 35 0 5.4 +1.5
VEGN US Vegan Climate ETF 2.7 60 -25 4.6 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.7 73 -38 11.7 +7.8
IWD iShares Russell 1000 Value ETF 2.7 19 16 6.4 +2.5
VONV Vanguard Russell 1000 Value ETF 2.7 7 28 6.5 +2.6
THRO iShares U.S. Thematic Rotation Active ETF 2.7 90 -55 4.2 +0.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 15 10.2 +6.2
CGDV Capital Group Dividend Value ETF 2.7 33 2 4.6 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 6 4.6 +0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 -15 4.4 +0.5
FLV American Century Focused Large Cap Value ETF 2.7 42 -7 6.7 +2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.6 12 23 7.2 +3.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 9.8 +5.9
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 17 5.2 +1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -25 6.6 +2.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 6.2 +2.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 -14 6.1 +2.2
EQIN Columbia US Equity Income ETF 2.6 35 0 6.8 +2.8
FVAL Fidelity Value Factor ETF 2.6 15 20 6.8 +2.8
BOUT Innovator IBD Breakout Opportunities ETF 2.6 81 -46 0.8 -3.2
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -13 4.5 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 2.6 38 -3 4.5 +0.6
SURE AdvisorShares Insiders Advantage ETF 2.6 90 -55 9.7 +5.7
XMMO Invesco S&P MidCap Momentum ETF 2.5 34 1 4.2 +0.3
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -50 -1.6 -5.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 5.5 +1.6
EZM WisdomTree U.S. MidCap Fund 2.5 38 -3 8.7 +4.7
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -39 8.5 +4.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 20 8.0 +4.1
SFYX SoFi Next 500 ETF 2.5 0 35 6.0 +2.0
DFAS Dimensional U.S. Small Cap ETF 2.5 26 9 6.6 +2.7
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 26 6.3 +2.4
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 10 6.9 +2.9
SIZE iShares MSCI USA Size Factor ETF 2.5 15 20 6.1 +2.2
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 11.8 +7.8
GLBL Pacer MSCI World Industry Advantage ETF 2.5 65 -30 4.2 +0.2
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.3 +1.4
VSLU Applied Finance Valuation Large Cap ETF 2.5 49 -14 5.6 +1.7
SQLV Royce Quant Small-Cap Quality Value ETF 2.5 60 -25 9.4 +5.5
VBK Vanguard Small-Cap Growth ETF 2.4 7 28 1.8 -2.2
COPY Tweedy, Browne Insider + Value ETF 2.4 80 -45 11.7 +7.7
STXM Strive Mid-Cap ETF 2.4 18 17 6.5 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -29 1.2 -2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 0 5.1 +1.2
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.3 +1.4
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -2.2 -6.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 7.3 +3.4
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 22 3.1 -0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 31 6.0 +2.1
ISCB iShares Morningstar Small-Cap ETF 2.4 4 31 6.2 +2.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 17 5.5 +1.6
DFSU Dimensional US Sustainability Core 1 ETF 2.3 18 17 5.3 +1.4
YALL God Bless America ETF 2.3 65 -30 4.6 +0.6
ABIG Argent Large Cap ETF 2.3 49 -14 5.3 +1.3
AGNG Global X Aging Population ETF 2.3 50 -15 4.5 +0.5
MDY SPDR S&P Midcap 400 ETF Trust 2.3 24 11 7.1 +3.2
IJH iShares Core S&P Mid-Cap ETF 2.3 5 30 7.3 +3.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.3 25 10 5.2 +1.3
STXK Strive Small-Cap ETF 2.3 18 17 6.0 +2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -30 2.4 -1.6
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 0 4.7 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 28 5.8 +1.9
VO Vanguard Mid-Cap ETF 2.3 4 31 6.0 +2.0
IJR iShares Core S&P Small Cap ETF 2.3 6 29 7.6 +3.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 20 6.1 +2.1
EMOT First Trust S&P 500 Economic Moat ETF 2.3 60 -25 8.5 +4.5
SEMG Suncoast Select Growth ETF 2.3 60 -25 4.5 +0.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 25 5.6 +1.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 20 5.6 +1.6
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -30 2.6 -1.4
SWP SWP Growth & Income ETF 2.3 99 -64 4.1 +0.2
IWR iShares Russell Midcap ETF 2.3 19 16 6.3 +2.3
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -25 7.0 +3.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.2 49 -14 6.9 +3.0
VB Vanguard Small-Cap ETF 2.2 5 30 6.2 +2.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 9.8 +5.9
SCHA Schwab U.S. Small-Cap ETF 2.2 4 31 6.2 +2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -40 5.6 +1.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 17 6.9 +3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 20 6.0 +2.0
FLQL Franklin LibertyQ U.S. Equity ETF 2.2 15 20 5.4 +1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 2.2 7 28 7.3 +3.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.2 3 32 7.3 +3.3
AIEQ AI Powered Equity ETF 2.2 75 -40 4.9 +1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -45 8.2 +4.2
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 7.3 +3.3
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 20 6.8 +2.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.6 +3.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 5.2 +1.3
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 17 9.8 +5.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -60 0.3 -3.7
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 29 8.2 +4.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 32 7.7 +3.7
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 31 6.7 +2.8
PAWZ ProShares Pet Care ETF 2.1 50 -15 3.7 -0.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 -25 7.1 +3.2
VBR Vanguard Small Cap Value ETF 2.1 7 28 9.1 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 4.3 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 28 7.6 +3.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.1 75 -40 4.6 +0.7
FPX First Trust US Equity Opportunities ETF 2.1 61 -26 1.0 -2.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 23 7.6 +3.6
MID American Century Mid Cap Growth Impact ETF 2.1 45 -10 3.5 -0.5
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 10 5.2 +1.3
TMFM Motley Fool Mid-Cap Growth ETF 2.1 85 -50 3.1 -0.8
TMFS Motley Fool Small-Cap Growth ETF 2.1 85 -50 3.1 -0.8
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 5.0 +1.0
FMDE Fidelity Enhanced Mid Cap ETF 2.1 23 12 5.9 +2.0
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 5.1 +1.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 7.1 +3.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 20 4.6 +0.7
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.7 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.0 20 15 5.0 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.2 +2.2
FINX Global X FinTech ETF 2.0 68 -33 3.1 -0.8
ISMD Inspire Small/Mid Cap ETF 2.0 54 -19 5.5 +1.6
ACVF American Conservative Values ETF 2.0 75 -40 4.3 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 7 5.5 +1.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -25 4.2 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -25 5.7 +1.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 20 9.8 +5.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.0 20 15 5.2 +1.2
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 6.3 +2.3
BEEX BeeHive ETF 2.0 84 -49 4.3 +0.4
DIVE Dana Concentrated Dividend ETF 2.0 65 -30 8.2 +4.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 5.8 +1.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 10.9 +6.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.5 +1.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.0 5 30 8.1 +4.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 11.6 +7.6
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -1 9.6 +5.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 10.7 +6.7
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 6 12.0 +8.1
CGGR Capital Group Growth ETF 2.0 39 -4 3.4 -0.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.0 9 26 4.8 +0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 9.7 +5.8
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 20 4.7 +0.8
SFTY Horizon Managed Risk ETF 1.9 77 -42 4.0 +0.1
STOX Horizon Core Equity ETF 1.9 70 -35 4.1 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 3 5.0 +1.1
DIVL Madison Dividend Value ETF 1.9 65 -30 6.0 +2.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 10.7 +6.8
PY Principal Value ETF 1.9 15 20 7.3 +3.4
IWS iShares Russell Mid-Cap Value ETF 1.9 23 12 7.2 +3.2
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.8 +0.9
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -50 4.1 +0.2
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 5.1 +1.1
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.9 +1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 29 4.2 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 9.7 +5.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -40 4.0 +0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 24 4.9 +0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 5.0 +1.1
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -14 6.0 +2.0
PTL Inspire 500 ETF 1.8 9 26 5.3 +1.4
BKWO BNY Mellon Women's Opportunities ETF 1.8 50 -15 3.8 -0.2
EPS WisdomTree U.S. LargeCap Fund 1.8 8 27 5.7 +1.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.8 47 -12 5.7 +1.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.8 12 23 6.0 +2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 5.3 +1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 28 4.8 +0.9
APUE ActivePassive U.S. Equity ETF 1.8 45 -10 4.7 +0.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.8 35 0 7.6 +3.7
STXD Strive 1000 Dividend Growth ETF 1.8 35 0 5.0 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 4.9 +0.9
TMFX Motley Fool Next Index ETF 1.8 50 -15 3.3 -0.7
VOTE TCW Transform 500 ETF 1.8 5 30 4.8 +0.9
TPSC Timothy Plan US Small Cap Core ETF 1.8 52 -17 7.1 +3.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 33 4.9 +1.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 35 12.2 +8.2
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.8 7 28 10.9 +7.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.8 +1.8
KONG Formidable Fortress ETF 1.8 89 -54 6.3 +2.4
RAUS RACWI US ETF 1.8 15 20 4.7 +0.7
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.5 +1.5
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.7 +2.8
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.1 +0.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.8 49 -14 6.1 +2.2
ABFL Abacus FCF Leaders ETF 1.7 59 -24 5.0 +1.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 5.5 +1.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 15 4.6 +0.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 7.5 +3.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 5.1 +1.1
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 5.0 +1.0
VTI Vanguard Total Stock Market ETF 1.7 3 32 4.8 +0.9
DIVZ TrueShares Low Volatility Equity Income ETF 1.7 65 -30 6.5 +2.5
GDOC Goldman Sachs Future Health Care Equity ETF 1.7 75 -40 2.5 -1.4
USMC Principal U.S. Mega-Cap ETF 1.7 12 23 4.4 +0.5
CGUS Capital Group Core Equity ETF 1.7 33 2 4.4 +0.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.7 7 28 7.6 +3.6
LGRO Level Four Large Cap Growth Active ETF 1.7 55 -20 4.2 +0.2
EDOW First Trust Dow 30 Equal Weight ETF 1.7 50 -15 5.4 +1.5
DIA SPDR Dow Jones Industrial Average ETF 1.7 16 19 5.5 +1.5
SFYF SoFi Social 50 ETF 1.7 29 6 1.0 -3.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.7 15 20 4.9 +1.0
TBG TBG Dividend Focus ETF 1.7 59 -24 7.7 +3.8
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 5.0 +1.1
VTHR Vanguard Russell 3000 ETF 1.7 7 28 4.8 +0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 7.7 +3.8
DXUV Dimensional US Vector Equity ETF 1.7 28 7 6.1 +2.2
VOO Vanguard S&P 500 ETF 1.7 3 32 4.9 +1.0
IWV iShares Russell 3000 ETF 1.7 20 15 4.7 +0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.8 +0.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.8 +0.8
CHRI Global X S&P 500 Christian Values ETF 1.7 29 6 4.6 +0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 21 4.9 +0.9
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.7 +0.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.7 47 -12 9.1 +5.1
IVV iShares Core S&P 500 ETF 1.7 3 32 4.9 +1.0
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 5.0 +1.0
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 4.9 +1.0
VXF Vanguard Extended Market ETF 1.7 5 30 4.7 +0.8
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 8.7 +4.7
DFUS Dimensional U.S. Equity ETF 1.7 9 26 4.8 +0.8
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -10 5.2 +1.2
SPY SPDR S&P 500 ETF 1.7 9 26 4.8 +0.9
SCHK Schwab 1000 Index ETF 1.7 5 30 5.0 +1.0
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -15 6.4 +2.4
NIXT Research Affiliates Deletions ETF 1.7 9 26 8.2 +4.2
KRMA Global X Conscious Companies ETF 1.7 43 -8 6.0 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -35 5.0 +1.1
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 15 8.9 +5.0
PBUS Invesco MSCI USA ETF 1.7 4 31 4.8 +0.9
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 4.8 +0.9
RUNN Running Oak Efficient Growth ETF 1.7 58 -23 5.2 +1.3
VV Vanguard Large-Cap ETF 1.7 4 31 4.8 +0.8
MBOX Freedom Day Dividend ETF 1.7 39 -4 7.7 +3.8
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 4.9 +1.0
GXLC Global X U.S. 500 ETF 1.7 2 33 4.8 +0.9
STRV Strive 500 ETF 1.6 5 30 4.8 +0.8
VONE Vanguard Russell 1000 ETF 1.6 7 28 4.9 +1.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 10 8.8 +4.9
IWB iShares Russell 1000 ETF 1.6 15 20 4.8 +0.9
CGGO Capital Group Global Growth Equity ETF 1.6 47 -12 4.2 +0.3
BFOR ALPS Barron's 400 ETF 1.6 65 -30 6.0 +2.0
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 8.5 +4.5
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 6 7.8 +3.8
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.4 +1.4
AVSU Avantis Responsible U.S. Equity ETF 1.6 15 20 5.8 +1.9
NACP Impact Shares NAACP Minority Empowerment ETF 1.6 49 -14 4.7 +0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 8.9 +5.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 31 4.0 +0.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.8 +0.9
DFVX Dimensional US Large Cap Vector ETF 1.6 22 13 6.3 +2.4
EBI Longview Advantage ETF 1.6 35 0 6.6 +2.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.6 +0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.7 +0.7
WDIV SPDR S&P Global Dividend ETF 1.6 40 -5 8.8 +4.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.6 60 -25 10.7 +6.7
DFAT Dimensional U.S. Targeted Value ETF 1.6 28 7 9.9 +5.9
SPXM Azoria 500 Meritocracy ETF 1.6 47 -12 4.5 +0.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -0.9 -4.9
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 17 5.2 +1.3
MGC Vanguard Mega Cap ETF 1.5 7 28 4.6 +0.6
DVY iShares Select Dividend ETF 1.5 38 -3 9.1 +5.2
RVRB Reverb ETF 1.5 30 5 4.5 +0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -30 3.7 -0.2
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 5.2 +1.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 0 7.8 +3.9
IBUY Amplify Online Retail ETF 1.5 65 -30 2.7 -1.3
THNR Amplify Weight Loss Drug & Treatment ETF 1.5 59 -24 7.0 +3.0
QTUM Defiance Quantum ETF 1.5 40 -5 5.3 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 4.2 +0.3
FDWM Fidelity Women's Leadership ETF 1.5 59 -24 4.9 +0.9
TIME Clockwise Core Equity & Innovation ETF 1.5 95 -60 3.9 -0.1
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 0 7.3 +3.4
IWL iShares Russell Top 200 ETF 1.5 15 20 4.5 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 5.0 +1.0
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -17 7.2 +3.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -19 7.3 +3.4
DSI iShares MSCI KLD 400 Social ETF 1.5 25 10 4.9 +0.9
TOLL Tema Durable Quality ETF 1.5 75 -40 5.2 +1.2
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -13 4.4 +0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 4.1 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 26 5.1 +1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.8 -0.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 6.2 +2.3
FFND Future Fund Active ETF 1.4 100 -65 3.8 -0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -25 10.4 +6.4
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -3 9.1 +5.2
VALQ American Century U.S. Quality Value ETF 1.4 29 6 7.9 +4.0
HDUS Hartford Disciplined US Equity ETF 1.4 19 16 5.7 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 17 8.6 +4.7
SFY SoFi Select 500 ETF 1.3 0 35 4.4 +0.5
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 -10 5.2 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.3 15 20 7.7 +3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -54 9.6 +5.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.3 20 15 2.9 -1.0
DTD WisdomTree U.S. Total Dividend Fund 1.3 28 7 6.3 +2.4
GURU Global X Guru Index ETF 1.3 75 -40 3.0 -0.9
CALF Pacer US Small Cap Cash Cows 100 ETF 1.3 59 -24 10.5 +6.5
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.0 +2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 27 5.0 +1.1
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.6 +2.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.3 15 20 8.7 +4.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -14 9.0 +5.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.3 30 5 4.7 +0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 10 25 8.8 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 5.1 +1.2
TMFC Motley Fool 100 Index ETF 1.3 50 -15 3.4 -0.5
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 20 3.7 -0.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 23 4.0 +0.0
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 9.2 +5.3
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.9 +1.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.2 59 -24 10.0 +6.1
RJDI RJ Eagle GCM Dividend Select Income ETF 1.2 55 -20 5.4 +1.5
CHGX AXS Change Finance ESG ETF 1.2 49 -14 5.3 +1.4
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 -14 6.8 +2.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -25 5.1 +1.2
GLOF iShares Global Equity Factor ETF 1.2 20 15 6.7 +2.7
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -45 18.5 +14.5
IWN iShares Russell 2000 Value ETF 1.2 24 11 7.6 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 4.9 +1.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.7 +0.8
VTWV Vanguard Russell 2000 Value ETF 1.2 10 25 7.7 +3.8
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.6 +1.7
URTH iShares MSCI World ETF 1.2 24 11 5.0 +1.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 3.6 -0.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.2 12 23 7.4 +3.5
DTEC ALPS Disruptive Technologies ETF 1.2 50 -15 3.8 -0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 4.8 +0.9
SUSA iShares MSCI USA ESG Select ETF 1.2 25 10 4.6 +0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 9.6 +5.6
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 -2 6.1 +2.2
SDY State Street SPDR S&P Dividend ETF 1.1 35 0 6.8 +2.9
DFSV Dimensional US Small Cap Value ETF 1.1 31 4 10.2 +6.3
HGRO Hedgeye Quality Growth ETF 1.1 70 -35 3.3 -0.6
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -44 4.0 +0.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 -30 4.7 +0.7
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -7 4.4 +0.5
USCF Themes US Cash Flow Champions ETF 1.1 29 6 8.7 +4.7
VT Vanguard Total World Stock ETF 1.1 6 29 5.7 +1.8
GINX SGI Enhanced Global Income ETF 1.1 98 -63 7.9 +4.0
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.4 +1.4
KNO AXS Knowledge Leaders ETF 1.0 78 -43 5.7 +1.8
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -15 5.5 +1.5
AVUS Avantis U.S. Equity ETF 1.0 15 20 5.7 +1.8
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.8 +3.9
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -17 3.7 -0.3
DUHP Dimensional US High Profitability ETF 1.0 21 14 6.4 +2.4
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.6 -0.3
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 6 5.0 +1.0
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 -25 5.6 +1.6
WISE Themes Generative Artificial Intelligence ETF 1.0 35 0 -0.4 -4.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -24 6.6 +2.7
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.4 +0.5
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 20 5.5 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.6 +1.6
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 5.0 +1.0
BUL Pacer US Cash Cows Growth ETF 0.9 60 -25 5.2 +1.2
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 4.6 +0.6
OEF iShares S&P 100 ETF 0.9 20 15 4.4 +0.5
SMMD iShares Russell 2500 ETF 0.9 15 20 6.9 +2.9
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 25 4.8 +0.9
JEPI JPMorgan Equity Premium Income ETF 0.9 35 0 5.7 +1.8
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 4.1 +0.2
AGRW Allspring LT Large Growth ETF 0.9 35 0 3.6 -0.4
TMAT Main Thematic Innovation ETF 0.9 164 -129 -1.5 -5.4
OEI Optimized Equity Income ETF 0.9 75 -40 0.0 -3.9
FQAL Fidelity Quality Factor ETF 0.9 15 20 5.7 +1.8
CGDG Capital Group Dividend Growers ETF 0.9 47 -12 6.0 +2.1
FLRG Fidelity U.S. Multifactor ETF 0.9 15 20 7.0 +3.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 3.9 -0.1
JGRO JPMorgan Active Growth ETF 0.9 44 -9 3.6 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 13 5.7 +1.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 -3 7.7 +3.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 0 7.8 +3.8
FDVV Fidelity High Dividend ETF 0.9 15 20 7.6 +3.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.7 +0.7
FVD First Trust Value Line Dividend Index Fund 0.8 65 -30 6.3 +2.3
FDLO Fidelity Low Volatility Factor ETF 0.8 15 20 5.4 +1.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 -10 4.4 +0.5
JQUA JPMorgan U.S. Quality Factor ETF 0.8 12 23 5.9 +2.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.8 12 23 8.2 +4.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.3 -3.6
IWC iShares Micro-Cap ETF 0.8 60 -25 -1.6 -5.5
ARKK ARK Innovation ETF 0.7 75 -40 -2.5 -6.5
VONG Vanguard Russell 1000 Growth ETF 0.7 7 28 4.4 +0.5
CANC Tema Oncology ETF 0.7 75 -40 -2.4 -6.4
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.3 +0.4
MAGA Point Bridge America First ETF 0.7 72 -37 6.3 +2.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 5 17.3 +13.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 5.5 +1.6
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 22 6.2 +2.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 10.1 +6.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -13 6.2 +2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 -21 6.3 +2.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 7.4 +3.4
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.6 +1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -24 2.1 -1.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 -3 9.3 +5.4
CZAR Themes Natural Monopoly ETF 0.6 35 0 5.6 +1.7
BLES Inspire Global Hope ETF 0.6 61 -26 6.8 +2.9
ILCG iShares Morningstar Growth ETF 0.6 4 31 3.8 -0.1
JHDV John Hancock U.S. High Dividend ETF 0.6 34 1 6.8 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -7 5.3 +1.3
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 3.5 -0.5
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -20 12.7 +8.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -25 5.3 +1.3
MILN Global X Millennial Consumer ETF 0.5 50 -15 4.2 +0.3
AVUQ Avantis U.S. Quality ETF 0.5 15 20 4.4 +0.5
IWY iShares Russell Top 200 Growth ETF 0.5 20 15 4.5 +0.5
GEW Cambria Global EW ETF 0.4 29 6 0.0 -3.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 4.0 +0.1
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 5.0 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 23 5.1 +1.2
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 4.0 +0.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 17 4.8 +0.8
PPTY US Diversified Real Estate ETF 0.4 53 -18 8.4 +4.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -4.5 -8.4
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 0.0 -3.9
TCV Towle Value ETF 0.4 85 -50 11.4 +7.4
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.5 +0.6
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.9 -0.0
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.8 -0.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.7 -0.2
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.2 +0.3
YOKE Yoke Core ETF 0.3 42 -7 5.1 +1.1
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -12 5.6 +1.6
BIBL Inspire 100 ETF 0.3 35 0 5.2 +1.3
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 0 4.8 +0.9
DAK Dakota Active Equity ETF 0.2 43 -8 4.4 +0.5
QDF FlexShares Quality Dividend Index Fund 0.2 37 -2 6.3 +2.3
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 7.8 +3.8
IBB iShares Biotechnology ETF 0.2 45 -10 -0.1 -4.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 5 4.4 +0.5
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 2.9 -1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 -3 6.5 +2.5
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 4.1 +0.2
IVW iShares S&P 500 Growth ETF 0.2 18 17 4.0 +0.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.2 +0.2
STXG Strive 1000 Growth ETF 0.2 18 17 3.9 -0.1
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.8 +1.8
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 10 9.8 +5.8
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 4.4 +0.4
ISRA VanEck Israel ETF 0.1 59 -24 6.8 +2.9
TTAC FCF US Quality ETF 0.1 59 -24 6.1 +2.1
DIVN Horizon Dividend Income ETF 0.1 70 -35 7.8 +3.9
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.7 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.9 +0.9
LVOL American Century Low Volatility ETF 0.1 29 6 5.1 +1.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.6 +0.6
VOT Vanguard Mid-Cap Growth ETF 0.1 7 28 3.5 -0.4
XT iShares Exponential Technologies ETF 0.0 46 -11 4.6 +0.7
QGRW WisdomTree U.S. Quality Growth Fund 0.0 28 7 4.2 +0.3

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 8.9 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.