State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 24.3x 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) $98
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 57
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
ALIGNMENT HEALTHCARE, INC. 2.2 %
HUMANA INC 2.2 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.2 %
ACADIA HEALTHCARE CO INC 2.1 %
MEDNAX INC 2.1 %
ELEVANCE HEALTH INC 2.1 %
UNITEDHEALTH GROUP INC 2.1 %
ENCOMPASS HEALTH CORPORATION 2.1 %
CVS CAREMARK CORP 2.1 %
CENTENE CORP 2.0 %
Total 21.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
2.9% 14.9% 0.2% 7.1% 11.6%

Market Correlations
versus... Beta R-squared
S&P500 0.70 24%
MSCI EAFE 0.52 18%
MSCI Emg. Mkts. 0.32 11%

Technical Indicators
Recent close $109.63
30d moving avg. $104.79
Annualized volatility 19.9%
Short interest (ETF) 19.4%
Short interest (Underlying) 4.4%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 5
Turnover 0.6%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 700 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
(%)
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.9 40 -5 7.6 +3.6
FXH First Trust Health Care AlphaDEX Fund 26.1 62 -27 4.7 +0.8
PSCH Invesco S&P SmallCap Health Care ETF 15.1 29 6 2.4 -1.6
RWL Invesco S&P 500 Revenue ETF 14.5 39 -4 5.8 +1.9
RPV Invesco S&P 500 Pure Value ETF 14.3 35 0 8.9 +5.0
FHLC Fidelity MSCI Health Care Index ETF 14.1 8 27 5.5 +1.6
XLV Health Care Select Sector SPDR 14.0 8 27 6.9 +2.9
VHT Vanguard Health Care ETF 13.8 9 26 5.3 +1.4
SPVU Invesco S&P 500 Enhanced Value ETF 13.3 13 22 8.5 +4.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.4 60 -25 -1.5 -5.5
SRHQ SRH U.S. Quality ETF 11.0 35 0 6.3 +2.3
IXJ iShares Global Healthcare ETF 10.6 42 -7 6.4 +2.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 10.2 49 -14 7.4 +3.4
COWZ Pacer US Cash Cows 100 ETF 10.2 49 -14 7.7 +3.8
HEAL Global X HealthTech ETF 9.9 50 -15 -1.5 -5.5
IYH iShares U.S. Healthcare ETF 9.8 40 -5 6.0 +2.1
SMRI Bushido Capital US Equity ETF 9.8 71 -36 7.8 +3.9
DBSC Deepwater Beachfront Small Cap ETF 9.4 85 -50 1.1 -2.8
HART IQ Healthy Hearts ETF 8.8 45 -10 5.8 +1.8
LST Leuthold Select Industries ETF 8.6 91 -56 4.8 +0.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.5 60 -25 6.3 +2.3
ECML Euclidean Fundamental Value ETF 8.1 95 -60 8.8 +4.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 8.1 49 -14 4.9 +1.0
AVIE Avantis  Inflation Focused Equity ETF 7.9 25 10 6.1 +2.1
FDHT Fidelity Digital Health ETF 7.8 39 -4 1.7 -2.2
RTH VanEck Retail ETF 7.7 35 0 4.6 +0.6
FMKT The Free Markets ETF 7.7 76 -41 4.0 +0.0
MEDI Harbor Health Care ETF 7.6 80 -45 -1.4 -5.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.5 60 -25 4.2 +0.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.4 20 15 7.3 +3.4
GKAT Scharf Global Opportunity ETF 7.4 57 -22 5.7 +1.8
FLDZ RiverNorth Patriot ETF 7.3 75 -40 5.5 +1.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 7.3 70 -35 3.9 -0.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.3 65 -30 0.6 -3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.2 60 -25 6.1 +2.1
ULVM VictoryShares US Value Momentum ETF 7.2 20 15 6.1 +2.2
RAFE PIMCO RAFI ESG U.S. ETF 7.1 29 6 6.3 +2.3
PINK Simplify Health Care ETF 7.1 50 -15 0.9 -3.0
VFLO VictoryShares Free Cash Flow ETF 7.0 39 -4 7.6 +3.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 20 8.1 +4.1
DSTL Distillate US Fundamental Stability & Value ETF 6.5 39 -4 7.8 +3.8
QLTY GMO U.S. Quality ETF 6.4 50 -15 3.9 -0.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.3 15 20 6.3 +2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.2 18 17 5.2 +1.2
IUS Invesco RAFI Strategic US ETF 6.2 19 16 5.6 +1.6
FMED Fidelity Disruptive Medicine ETF 6.2 50 -15 -1.2 -5.1
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 6.5 +2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.0 65 -30 4.7 +0.7
TAX Cambria Tax Aware ETF 5.9 49 -14 4.0 +0.1
CSTK Invesco Comstock Contrarian Equity ETF 5.8 35 0 5.8 +1.9
PY Principal Value ETF 5.7 15 20 7.0 +3.1
FFOX FundX Future Fund Opportunities ETF 5.7 100 -65 2.4 -1.6
DUSA Davis Select U.S. Equity ETF 5.7 61 -26 6.8 +2.9
IYK iShares U.S. Consumer Staples ETF 5.7 40 -5 5.9 +2.0
GDOC Goldman Sachs Future Health Care Equity ETF 5.6 75 -40 1.0 -2.9
KAT Scharf ETF 5.6 87 -52 6.1 +2.2
JDOC JPMorgan Healthcare Leaders ETF 5.6 65 -30 3.6 -0.4
PKW Invesco Buyback Achievers ETF 5.6 62 -27 7.2 +3.3
POWA Invesco Bloomberg Pricing Power ETF 5.6 40 -5 5.6 +1.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 15 5.6 +1.7
CWS AdvisorShares Focused Equity ETF 5.6 84 -49 4.7 +0.8
DEUS Xtrackers Russell US Multifactor ETF 5.5 17 18 6.4 +2.5
JAVA JPMorgan Active Value ETF 5.5 44 -9 5.5 +1.5
OSCV Opus Small Cap Value ETF 5.5 79 -44 5.8 +1.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.4 25 10 11.4 +7.5
TXS Texas Capital Texas Equity Index ETF 5.4 49 -14 5.0 +1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.4 19 16 5.0 +1.0
CTEF Castellan Targeted Equity ETF 5.4 45 -10 2.8 -1.2
VFVA Vanguard U.S. Value Factor ETF 5.4 13 22 9.4 +5.4
STXV Strive 1000 Value ETF 5.4 18 17 6.9 +2.9
BLCV iShares Large Cap Value Active ETF 5.3 53 -18 6.3 +2.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.3 55 -20 3.1 -0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 6.7 +2.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.1 48 -13 7.9 +3.9
PSC Principal U.S. Small-Cap ETF 5.1 38 -3 3.6 -0.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.1 29 6 7.1 +3.1
LYLD Cambria Large Cap Shareholder Yield ETF 5.1 59 -24 8.4 +4.4
ALIL Argent Focused Small Cap ETF 4.9 74 -39 5.5 +1.6
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.1 +2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 4.7 80 -45 5.9 +1.9
LFSC F/m Emerald Life Sciences Innovation ETF 4.6 79 -44 0.0 -3.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 17 6.8 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 20 2.9 -1.0
VFMV Vanguard U.S. Minimum Volatility ETF 4.5 13 22 5.7 +1.7
BLCR iShares Large Cap Core Active ETF 4.5 36 -1 2.8 -1.2
REVS Columbia Research Enhanced Value ETF 4.5 19 16 6.7 +2.7
ROUS Hartford Multifactor US Equity ETF 4.5 19 16 5.4 +1.4
MFVL Motley Fool Value Factor ETF 4.5 50 -15 5.8 +1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 5.6 +1.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.5 50 -15 6.2 +2.3
FEGE First Eagle Global Equity ETF 4.5 79 -44 5.9 +2.0
PWV Invesco Large Cap Value ETF 4.5 55 -20 6.3 +2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.5 12 23 6.2 +2.3
FNDX Schwab Fundamental US Large Co. Index ETF 4.4 25 10 6.2 +2.2
QUVU Hartford Quality Value ETF 4.4 46 -11 5.6 +1.6
EQIN Columbia US Equity Income ETF 4.4 35 0 6.2 +2.3
JPSV JPMorgan Active Small Cap Value ETF 4.4 74 -39 7.6 +3.6
ITAN Sparkline Intangible Value ETF 4.4 50 -15 5.9 +2.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.4 35 0 5.7 +1.7
IWO iShares Russell 2000 Growth ETF 4.4 24 11 0.5 -3.5
FESM Fidelity Enhanced Small Cap ETF 4.4 28 7 2.2 -1.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.2 52 -17 4.9 +1.0
ABLS Abacus FCF Small Cap Leaders ETF 4.2 59 -24 4.5 +0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.2 65 -30 3.5 -0.5
FNDB Schwab Fundamental US Broad Market Index ETF 4.2 25 10 6.2 +2.2
VFMF Vanguard U.S. Multifactor ETF 4.1 18 17 6.6 +2.6
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -25 4.6 +0.6
WTV WisdomTree US Value Fund of Benef Interest 4.1 12 23 7.8 +3.9
BUL Pacer US Cash Cows Growth ETF 4.0 60 -25 3.3 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.0 70 -35 1.9 -2.0
PRF Invesco FTSE RAFI US 1000 ETF 4.0 34 1 5.6 +1.7
FTA First Trust Large Cap Value AlphaDEX Fund 4.0 59 -24 7.7 +3.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.9 20 15 6.0 +2.1
COWS Amplify Cash Flow Dividend Leaders ETF 3.9 0 35 7.4 +3.4
HRTS Tema Heart & Health ETF 3.9 75 -40 2.9 -1.0
DVGR DAC 3D Dividend Growth ETF 3.9 65 -30 4.6 +0.7
ROE Astoria US Quality Kings ETF 3.9 49 -14 5.3 +1.4
GDIV Harbor Dividend Growth Leaders ETF 3.9 50 -15 3.9 -0.0
USMF WisdomTree U.S. Multifactor Fund 3.9 28 7 6.5 +2.6
RECS Columbia Research Enhanced Core ETF 3.9 15 20 5.3 +1.3
SYLD Cambria Shareholder Yield ETF 3.9 59 -24 10.2 +6.3
NUDV Nuveen ESG Dividend ETF 3.9 26 9 6.1 +2.1
ACSI American Customer Satisfaction ETF 3.9 65 -30 4.6 +0.7
SVAL iShares US Small Cap Value Factor ETF 3.9 20 15 7.3 +3.3
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 6.1 +2.2
USMV iShares MSCI USA Min Vol Factor ETF 3.8 15 20 5.3 +1.4
BGDV Bahl & Gaynor Dividend ETF 3.8 45 -10 3.8 -0.1
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 5.7 +1.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.8 55 -20 9.0 +5.0
SIXS ETC 6 Meridian Small Cap Equity ETF 3.7 89 -54 7.9 +4.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.7 40 -5 6.7 +2.7
ACWV iShares MSCI Global Min Vol Factor ETF 3.7 20 15 5.7 +1.8
FTDS First Trust Dividend Strength ETF 3.7 70 -35 7.0 +3.1
VALQ American Century U.S. Quality Value ETF 3.6 29 6 7.2 +3.2
QVAL Alpha Architect US Quantitative Value ETF 3.6 39 -4 9.5 +5.5
FXG First Trust Consumer Staples AlphaDEX Fund 3.6 63 -28 8.3 +4.3
PPH VanEck Pharmaceutical ETF 3.6 36 -1 7.1 +3.1
AUSF Global X Adaptive U.S. Factor ETF 3.6 27 8 8.2 +4.2
FCPI Fidelity Stocks for Inflation ETF 3.6 15 20 5.7 +1.8
SAMT Strategas Macro Thematic Opportunities ETF 3.6 65 -30 2.2 -1.7
MGV Vanguard Mega Cap Value ETF 3.6 7 28 5.5 +1.5
IMCV iShares Morningstar Mid-Cap Value ETF 3.6 6 29 7.0 +3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 11 7.0 +3.1
WCEO Hypatia Women CEO ETF 3.6 85 -50 4.7 +0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 3.6 30 5 2.6 -1.4
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 1.4 -2.6
HELX Franklin Genomic Advancements ETF 3.6 50 -15 -1.4 -5.3
VTV Vanguard Value ETF 3.6 4 31 5.9 +1.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.5 15 20 5.0 +1.1
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 25 0.6 -3.3
DFLV Dimensional US Large Cap Value ETF 3.5 22 13 6.2 +2.2
SAMM Strategas Macro Momentum ETF 3.5 66 -31 3.6 -0.4
NULV Nuveen ESG Large-Cap Value ETF 3.4 26 9 5.1 +1.2
ABFL Abacus FCF Leaders ETF 3.4 59 -24 3.6 -0.3
DIVB iShares Core Dividend ETF 3.4 5 30 7.2 +3.3
GNOM Global X Genomics & Biotechnology ETF 3.4 50 -15 -2.7 -6.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.4 15 20 4.0 +0.0
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 18 3.9 0.0
AFLG First Trust Active Factor Large Cap ETF 3.4 55 -20 4.9 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 10 5.5 +1.5
XOEF iShares S&P 500 ex S&P 100 ETF 3.3 20 15 4.7 +0.7
DWLD Davis Select Worldwide ETF 3.3 63 -28 6.5 +2.5
LCF Touchstone US Large Cap Focused ETF 3.3 69 -34 3.6 -0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 3.3 71 -36 -0.6 -4.6
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 5.9 +2.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 -24 4.9 +1.0
MBOX Freedom Day Dividend ETF 3.3 39 -4 6.9 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 6 5.6 +1.6
DGRO iShares Core Dividend Growth ETF 3.3 8 27 5.6 +1.6
JVAL JPMorgan U.S. Value Factor ETF 3.3 12 23 6.8 +2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 10 25 4.0 +0.1
ROSC Hartford Multifactor Small Cap ETF 3.3 34 1 7.1 +3.2
DFUV Dimensional US Marketwide Value ETF 3.2 22 13 6.1 +2.2
VOE Vanguard Mid-Cap Value ETF 3.2 7 28 6.8 +2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 10 7.7 +3.7
AFSM First Trust Active Factor Small Cap ETF 3.2 75 -40 5.6 +1.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.2 29 6 6.2 +2.3
SMOT VanEck Morningstar SMID Moat ETF 3.2 49 -14 6.4 +2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 15 3.9 0.0
VLUE iShares MSCI USA Value Factor ETF 3.2 15 20 6.6 +2.7
ARKG ARK Genomic Revolution ETF 3.1 75 -40 -1.5 -5.4
GVLU Gotham 1000 Value ETF 3.1 50 -15 8.2 +4.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.1 39 -4 3.4 -0.5
EQRR ProShares Equities for Rising Rates ETF 3.1 35 0 5.8 +1.9
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 17 5.6 +1.6
VOOV Vanguard S&P 500 Value ETF 3.1 7 28 5.6 +1.7
AFMC First Trust Active Factor Mid Cap ETF 3.1 65 -30 6.9 +2.9
VEGN US Vegan Climate ETF 3.1 60 -25 3.5 -0.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 7.2 +3.3
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 22 1.6 -2.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 4.7 +0.7
IWP iShares Russell Mid-Cap Growth ETF 3.1 23 12 2.8 -1.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.1 31 4 5.6 +1.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 31 5.6 +1.7
BMED Future Health ETF 3.1 85 -50 1.3 -2.7
IVE iShares S&P 500 Value ETF 3.1 18 17 5.5 +1.6
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.3 +1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.2 +1.3
CVAR Cultivar ETF 3.0 87 -52 7.1 +3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.0 30 5 7.6 +3.6
FPX First Trust US Equity Opportunities ETF 3.0 61 -26 0.8 -3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.0 64 -29 1.2 -2.7
QLC FlexShares US Quality Large Cap Index Fund 3.0 25 10 4.5 +0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 4.9 +0.9
FDLS Inspire Fidelis Multi Factor ETF 2.9 76 -41 3.1 -0.8
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.0 +1.1
FDMO Fidelity Momentum Factor ETF 2.9 15 20 2.4 -1.5
DVND Touchstone Dividend Select ETF 2.9 67 -32 5.3 +1.3
IUSV iShares Core S&P US Value ETF 2.9 4 31 5.8 +1.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 20 5.0 +1.1
FLV American Century Focused Large Cap Value ETF 2.9 42 -7 6.0 +2.1
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 20 5.5 +1.5
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 20 6.4 +2.4
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.4 +0.5
FSCS First Trust SMID Capital Strength ETF 2.8 60 -25 6.9 +2.9
SMOX Horizon Small/Mid Cap Core Equity ETF 2.8 75 -40 5.2 +1.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 29 2.7 -1.3
PRXV Praxis Impact Large Cap Value ETF 2.8 36 -1 5.6 +1.7
VIG Vanguard Dividend Appreciation ETF 2.8 5 30 4.9 +1.0
THRO iShares U.S. Thematic Rotation Active ETF 2.8 90 -55 3.1 -0.9
AGNG Global X Aging Population ETF 2.8 50 -15 4.3 +0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 31 5.5 +1.6
IWX iShares Russell Top 200 Value ETF 2.7 20 15 5.0 +1.1
RNMC First Trust Mid Cap US Equity Select ETF 2.7 60 -25 6.5 +2.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.7 35 0 4.3 +0.3
IWM iShares Russell 2000 ETF 2.7 19 16 2.6 -1.4
RSSL Global X Russell 2000 ETF 2.7 8 27 2.6 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 2.7 60 -25 6.1 +2.1
FSGS First Trust SMID Growth Strength ETF 2.7 60 -25 4.8 +0.9
FAB First Trust Multi Cap Value AlphaDEX Fund 2.7 67 -32 8.6 +4.7
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 -7 5.3 +1.4
AKAF The Frontier Economic Fund 2.7 20 15 5.1 +1.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 6 3.9 0.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.7 25 10 4.1 +0.1
VYM Vanguard High Dividend Yield Index ETF 2.6 6 29 6.0 +2.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 20 3.6 -0.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 17 3.6 -0.4
VAMO Cambria Value & Momentum ETF 2.6 61 -26 5.2 +1.2
FBCV Fidelity Blue Chip Value ETF 2.6 59 -24 5.8 +1.9
GQI Natixis Gateway Quality Income ETF 2.6 34 1 4.5 +0.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 23 5.4 +1.5
LOWV AB US Low Volatility Equity ETF 2.6 48 -13 4.3 +0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 5.2 +1.2
IMCB iShares Morningstar Mid-Cap ETF 2.6 4 31 5.2 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 2.6 30 5 5.1 +1.2
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.5 3 32 6.3 +2.4
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -30 4.8 +0.8
IJR iShares Core S&P Small Cap ETF 2.5 6 29 6.2 +2.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 10 25 3.6 -0.4
NUSC Nuveen ESG Small-Cap ETF 2.5 31 4 4.9 +0.9
GSPY Gotham Enhanced 500 ETF 2.5 50 -15 4.4 +0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 -15 8.2 +4.3
ILCV iShares Morningstar Value ETF 2.5 4 31 5.3 +1.4
XMMO Invesco S&P MidCap Momentum ETF 2.5 34 1 3.2 -0.8
HYP Golden Eagle Dynamic Hypergrowth ETF 2.5 85 -50 -0.8 -4.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 4.8 +0.8
VUSV Vanguard Wellington U.S. Value Active ETF 2.5 30 5 5.7 +1.8
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 10.0 +6.1
PFM Invesco Dividend Achievers ETF 2.5 53 -18 4.7 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 2.5 60 -25 4.7 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 18 4.9 +0.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.5 15 20 8.9 +5.0
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 10 5.8 +1.8
FVAL Fidelity Value Factor ETF 2.5 15 20 5.9 +1.9
AIEQ AI Powered Equity ETF 2.4 75 -40 3.6 -0.3
IJS iShares S&P Small-Cap 600 Value ETF 2.4 18 17 8.8 +4.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 28 5.2 +1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -45 6.7 +2.8
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 5.6 +1.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.4 60 -25 7.0 +3.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 23 3.3 -0.6
TMAT Main Thematic Innovation ETF 2.4 164 -129 -2.0 -5.9
SCHM Schwab U.S. Mid-Cap ETF 2.4 4 31 5.7 +1.8
STXM Strive Mid-Cap ETF 2.4 18 17 5.8 +1.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.4 19 16 4.8 +0.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 5.9 +2.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -25 5.1 +1.2
VTWO Vanguard Russell 2000 ETF 2.4 7 28 2.7 -1.3
IWD iShares Russell 1000 Value ETF 2.4 19 16 5.4 +1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 20 6.6 +2.7
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -55 7.9 +3.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.4 9 26 3.7 -0.3
VONV Vanguard Russell 1000 Value ETF 2.4 7 28 5.5 +1.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.4 20 15 8.7 +4.7
LGCF Themes US Cash Flow Champions ETF 2.3 30 5 7.3 +3.3
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 26 5.5 +1.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -40 1.9 -2.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 7 4.9 +1.0
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -30 3.3 -0.6
TEXN iShares Texas Equity ETF 2.3 20 15 5.0 +1.0
PRAY FIS Christian Stock Fund 2.3 69 -34 3.8 -0.1
SMAP Amplify Small-Mid Cap Equity ETF 2.3 60 -25 4.4 +0.4
SIZE iShares MSCI USA Size Factor ETF 2.3 15 20 5.4 +1.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.3 61 -26 5.3 +1.3
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 0 4.3 +0.4
LRGC AB US Large Cap Strategic Equities ETF 2.3 48 -13 3.7 -0.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 7.4 +3.5
GURU Global X Guru Index ETF 2.2 75 -40 2.4 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -24 1.7 -2.2
COPY Tweedy, Browne Insider + Value ETF 2.2 80 -45 14.8 +10.8
QGRO American Century U.S. Quality Growth ETF 2.2 29 6 3.9 -0.1
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 6.8 +2.8
DFAS Dimensional U.S. Small Cap ETF 2.2 26 9 5.5 +1.5
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 12 5.4 +1.4
BUZZ VanEck Social Sentiment ETF 2.2 75 -40 -0.7 -4.6
SFGV Sequoia Global Value ETF 2.2 23 12 7.1 +3.1
DFSU Dimensional US Sustainability Core 1 ETF 2.2 18 17 4.6 +0.7
ISCB iShares Morningstar Small-Cap ETF 2.2 4 31 5.3 +1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 0 6.0 +2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 58 -23 5.0 +1.0
BEEX BeeHive ETF 2.1 84 -49 3.6 -0.3
DIVE Dana Concentrated Dividend ETF 2.1 65 -30 6.7 +2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -40 4.8 +0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.1 30 5 3.6 -0.3
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.4 +0.5
DIVZ TrueShares Low Volatility Equity Income ETF 2.1 65 -30 6.0 +2.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.1 7 28 6.7 +2.8
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -20 3.7 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 2.1 50 -15 4.7 +0.8
SCHD Schwab US Dividend Equity ETF 2.1 6 29 8.2 +4.2
DIA SPDR Dow Jones Industrial Average ETF 2.1 16 19 4.8 +0.8
SFYF SoFi Social 50 ETF 2.1 29 6 0.8 -3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.1 15 20 4.2 +0.3
BGIG Bahl & Gaynor Income Growth ETF 2.1 45 -10 4.5 +0.5
TBG TBG Dividend Focus ETF 2.1 59 -24 6.3 +2.4
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -45 3.6 -0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -17 4.9 +0.9
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 17 5.9 +2.0
WLDR Affinity World Leaders Equity ETF 2.1 67 -32 6.0 +2.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.1 39 -4 9.7 +5.8
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -10 9.0 +5.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 28 6.1 +2.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.0 +2.1
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 -1 8.4 +4.4
XJH iShares ESG Screened S&P Mid-Cap ETF 2.1 12 23 5.8 +1.9
SHRY First Trust Bloomberg Shareholder Yield ETF 2.0 60 -25 8.5 +4.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 39 -4 2.2 -1.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.0 49 -14 6.3 +2.4
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -65 2.9 -1.0
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -7 4.0 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.4 +1.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 2.3 -1.7
EZM WisdomTree U.S. MidCap Fund 2.0 38 -3 7.9 +4.0
DSPY Tema S&P 500 Historical Weight ETF 2.0 18 17 4.4 +0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 -25 3.4 -0.6
IWR iShares Russell Midcap ETF 2.0 19 16 5.3 +1.4
VBR Vanguard Small Cap Value ETF 2.0 7 28 7.8 +3.8
VO Vanguard Mid-Cap ETF 2.0 4 31 20.9 +17.0
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -25 7.9 +4.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 0 6.2 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 2.0 28 7 5.4 +1.5
TCV Towle Value ETF 2.0 85 -50 9.5 +5.5
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.1 +0.2
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -50 2.2 -1.7
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -50 1.2 -2.7
QLV FlexShares US Quality Low Volatility Index Fund 2.0 22 13 5.0 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 26 4.3 +0.4
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 26 3.9 -0.0
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 5.1 +1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 3.6 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 10 4.9 +0.9
AZTD Aztlan Global Stock Selection DM SMID ETF 1.9 75 -40 3.9 -0.1
KNO AXS Knowledge Leaders ETF 1.9 78 -43 4.2 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 31 5.6 +1.7
VB Vanguard Small-Cap ETF 1.9 5 30 5.1 +1.2
MDY SPDR S&P Midcap 400 ETF Trust 1.9 23 12 5.8 +1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 8.3 +4.3
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.8 +0.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.9 60 -25 5.0 +1.1
KONG Formidable Fortress ETF 1.9 89 -54 5.1 +1.2
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 4.7 +0.8
TOPC iShares S&P 500 3% Capped ETF 1.9 15 20 4.3 +0.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.9 20 15 4.3 +0.3
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 -3 3.8 -0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.9 10 25 4.3 +0.3
IPO Renaissance IPO ETF 1.9 60 -25 1.6 -2.3
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.3 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 1.9 15 20 2.4 -1.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 7.7 +3.8
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 15 7.9 +4.0
TPSC Timothy Plan US Small Cap Core ETF 1.9 52 -17 6.5 +2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.3 +0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.8 35 0 5.4 +1.5
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 25 4.3 +0.3
OPTZ Optimize Strategy Index ETF 1.8 50 -15 3.5 -0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.2 +0.2
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 6 10.9 +7.0
DTD WisdomTree U.S. Total Dividend Fund 1.8 28 7 5.7 +1.7
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 5.9 +2.0
USSE Segall Bryant & Hamill Select Equity ETF 1.8 65 -30 3.0 -1.0
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 7.8 +3.9
BGRO iShares Large Cap Growth Active ETF 1.8 55 -20 1.9 -2.1
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -14 3.6 -0.3
SEMG Suncoast Select Growth ETF 1.8 60 -25 3.7 -0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.8 50 -15 3.4 -0.6
EPS WisdomTree U.S. LargeCap Fund 1.8 8 27 4.7 +0.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.8 3 32 6.0 +2.0
JPEF JPMorgan Equity Focus ETF 1.8 50 -15 3.7 -0.3
YALL God Bless America ETF 1.8 65 -30 4.2 +0.2
ABIG Argent Large Cap ETF 1.8 49 -14 4.2 +0.3
IJH iShares Core S&P Mid-Cap ETF 1.8 5 30 5.9 +2.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.8 5 30 7.5 +3.5
MFMO Motley Fool Momentum Factor ETF 1.8 50 -15 1.9 -2.0
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -8 3.5 -0.5
PAWZ ProShares Pet Care ETF 1.8 50 -15 4.0 +0.1
MID American Century Mid Cap Growth Impact ETF 1.8 45 -10 2.9 -1.1
SWP SWP Growth & Income ETF 1.8 99 -64 4.1 +0.2
EBI Longview Advantage ETF 1.8 35 0 5.9 +1.9
VBK Vanguard Small-Cap Growth ETF 1.8 7 28 1.2 -2.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.8 75 -40 3.9 -0.1
STOX Horizon Core Equity ETF 1.8 70 -35 3.5 -0.4
FBT First Trust NYSE Arca Biotechnology Index Fund 1.8 56 -21 2.6 -1.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 6.1 +2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.8 7 28 5.9 +2.0
SFTY Horizon Managed Risk ETF 1.8 77 -42 3.4 -0.5
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 20 4.1 +0.2
EES WisdomTree U.S. SmallCap Fund 1.8 38 -3 7.8 +3.8
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -54 4.3 +0.4
XVV iShares ESG Screened S&P 500 ETF 1.8 8 27 4.1 +0.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.8 68 -33 2.5 -1.5
SPIT F/m Emerald Special Situations ETF 1.8 105 -70 -0.7 -4.7
TMFX Motley Fool Next Index ETF 1.8 50 -15 3.0 -0.9
SCHA Schwab U.S. Small-Cap ETF 1.7 4 31 4.3 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.7 15 20 6.4 +2.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 6.0 +2.0
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 4.2 +0.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.7 49 -14 5.0 +1.1
CHRI Global X S&P 500 Christian Values ETF 1.7 29 6 3.9 -0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 6.1 +2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.7 24 11 5.9 +1.9
DXUV Dimensional US Vector Equity ETF 1.7 28 7 5.2 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.0 +0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.7 60 -25 5.7 +1.7
STXD Strive 1000 Dividend Growth ETF 1.7 35 0 4.4 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 4.6 +0.7
CGGR Capital Group Growth ETF 1.7 39 -4 2.5 -1.5
TPHD Timothy Plan High Dividend Stock ETF 1.7 52 -17 6.0 +2.0
ENHU iShares Enhanced Large Cap Core Active ETF 1.7 22 13 4.1 +0.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -14 3.7 -0.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -12 4.9 +0.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 20 4.8 +0.9
PBUS Invesco MSCI USA ETF 1.7 4 31 4.1 +0.2
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.2 +0.3
STXK Strive Small-Cap ETF 1.7 18 17 5.1 +1.2
RAUS RACWI US ETF 1.7 15 20 4.1 +0.2
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.4 +3.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.6 39 -4 1.0 -2.9
CCFE Concourse Capital Focused Equity ETF 1.6 95 -60 2.7 -1.3
ANEW ProShares MSCI Transformational Changes ETF 1.6 45 -10 4.4 +0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.6 70 -35 9.6 +5.7
IWS iShares Russell Mid-Cap Value ETF 1.6 23 12 6.0 +2.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 15 3.9 -0.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.1 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 7.4 +3.5
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 6 6.6 +2.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 10 6.0 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 21 4.1 +0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 0 6.5 +2.6
BFOR ALPS Barron's 400 ETF 1.6 65 -30 4.9 +0.9
IWV iShares Russell 3000 ETF 1.6 20 15 4.0 +0.0
VTI Vanguard Total Stock Market ETF 1.6 3 32 4.1 +0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 32 4.3 +0.4
VOO Vanguard S&P 500 ETF 1.6 3 32 4.2 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 28 4.0 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 32 4.1 +0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 10 25 8.9 +5.0
VTHR Vanguard Russell 3000 ETF 1.6 7 28 4.1 +0.1
IYY iShares Dow Jones U.S. ETF 1.6 20 15 4.0 +0.1
SCHB Schwab U.S. Broad Market ETF 1.6 3 32 4.2 +0.2
SCHK Schwab 1000 Index ETF 1.6 5 30 4.2 +0.3
SPY SPDR S&P 500 ETF 1.6 9 26 4.1 +0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 33 4.2 +0.3
IVV iShares Core S&P 500 ETF 1.6 3 32 4.2 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 3.9 -0.0
VV Vanguard Large-Cap ETF 1.6 4 31 4.1 +0.1
SCHX Schwab U.S. Large-Cap ETF 1.6 3 32 4.2 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 33 4.1 +0.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 31 3.2 -0.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -0.9 -4.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.2 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 35 4.1 +0.2
VOTE TCW Transform 500 ETF 1.6 5 30 4.1 +0.1
DFUS Dimensional U.S. Equity ETF 1.6 9 26 4.0 +0.1
KRMA Global X Conscious Companies ETF 1.6 43 -8 5.1 +1.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.5 12 23 3.4 -0.5
ISCV iShares Morningstar Small Cap Value ETF 1.5 6 29 7.7 +3.8
IWB iShares Russell 1000 ETF 1.5 15 20 4.1 +0.2
APUE ActivePassive U.S. Equity ETF 1.5 45 -10 3.9 -0.1
VONE Vanguard Russell 1000 ETF 1.5 7 28 4.2 +0.2
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 32 4.1 +0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 17 3.9 -0.1
GXLC Global X U.S. 500 ETF 1.5 2 33 4.0 +0.1
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 10 4.6 +0.7
STRV Strive 500 ETF 1.5 5 30 4.1 +0.1
TOLL Tema Durable Quality ETF 1.5 75 -40 3.8 -0.1
VXF Vanguard Extended Market ETF 1.5 5 30 3.7 -0.2
MGC Vanguard Mega Cap ETF 1.5 7 28 3.8 -0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.1 -0.8
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 4.0 +0.0
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 4.6 +0.7
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 0 6.7 +2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 26 4.2 +0.2
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.5 +0.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 3.9 -0.0
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 20 4.5 +0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 29 3.3 -0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 31 5.2 +1.2
ACVF American Conservative Values ETF 1.4 75 -40 3.7 -0.2
IWL iShares Russell Top 200 ETF 1.4 15 20 3.8 -0.1
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 20 4.9 +1.0
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 7 8.5 +4.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.4 35 0 4.8 +0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -25 9.6 +5.7
NIXT Research Affiliates Deletions ETF 1.4 9 26 6.5 +2.6
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.1 +0.1
TMFC Motley Fool 100 Index ETF 1.4 50 -15 2.9 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.0 -1.0
WSML iShares MSCI World Small-Cap ETF 1.4 15 20 5.2 +1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.0 +0.0
RVRB Reverb ETF 1.4 30 5 4.1 +0.2
DHS WisdomTree U.S. High Dividend Fund 1.4 38 -3 8.1 +4.2
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.4 75 -40 1.8 -2.2
GQQQ Astoria US Quality Growth Kings ETF 1.4 35 0 3.2 -0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 6.9 +3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 6.9 +3.0
FINX Global X FinTech ETF 1.3 68 -33 2.8 -1.1
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 0 6.5 +2.6
HDUS Hartford Disciplined US Equity ETF 1.3 19 16 4.7 +0.8
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -15 5.0 +1.1
DFVX Dimensional US Large Cap Vector ETF 1.3 22 13 5.2 +1.3
SFY SoFi Select 500 ETF 1.3 0 35 3.7 -0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.3 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 27 4.3 +0.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 7.8 +3.9
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 15 7.1 +3.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 3.6 -0.4
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -44 3.3 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 26 4.3 +0.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.2 73 -38 9.7 +5.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.2 47 -12 7.6 +3.6
DFSV Dimensional US Small Cap Value ETF 1.2 31 4 8.7 +4.8
IBUY Amplify Online Retail ETF 1.2 65 -30 2.2 -1.7
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 2.9 -1.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.2 30 5 4.0 +0.1
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -7 3.5 -0.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 28 10.2 +6.2
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 4.9 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -2 5.4 +1.4
DVY iShares Select Dividend ETF 1.2 38 -3 8.1 +4.2
GLOF iShares Global Equity Factor ETF 1.2 20 15 5.5 +1.5
MNZL Manzil Russell Halal USA Broad MarketETF 1.2 40 -5 3.8 -0.1
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.2 +0.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 25 4.1 +0.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 3.7 -0.3
DGT State Street SPDR Global Dow ETF 1.2 50 -15 5.6 +1.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 7.4 +3.5
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 25 4.1 +0.2
RNIN Bushido Capital US SMID Cap Equity ETF 1.1 70 -35 10.6 +6.7
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -13 3.6 -0.4
VDIG Vanguard Wellington Dividend Growth Active ETF 1.1 40 -5 4.4 +0.5
URTH iShares MSCI World ETF 1.1 24 11 4.3 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 54 -19 5.8 +1.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.1 12 23 5.6 +1.6
CGDG Capital Group Dividend Growers ETF 1.1 47 -12 5.1 +1.1
USCF Themes US Cash Flow Champions ETF 1.1 29 6 7.7 +3.8
DTEC ALPS Disruptive Technologies ETF 1.1 50 -15 3.7 -0.2
CHGX AXS Change Finance ESG ETF 1.1 49 -14 4.4 +0.4
FDLO Fidelity Low Volatility Factor ETF 1.1 15 20 4.8 +0.8
FDWM Fidelity Women's Leadership ETF 1.1 59 -24 3.8 -0.2
RJDI RJ Eagle GCM Dividend Select Income ETF 1.0 55 -20 4.3 +0.4
CGV Conductor Global Equity Value ETF 1.0 130 -95 7.1 +3.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.0 59 -24 8.4 +4.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -60 -0.6 -4.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -25 4.5 +0.6
VTWV Vanguard Russell 2000 Value ETF 1.0 10 25 4.9 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 -35 4.7 +0.8
SUSA iShares MSCI USA ESG Select ETF 1.0 25 10 4.0 +0.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.0 49 -14 8.0 +4.1
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 4.2 +0.3
IWN iShares Russell 2000 Value ETF 1.0 24 11 4.7 +0.8
AVUS Avantis U.S. Equity ETF 1.0 15 20 4.7 +0.7
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 3.8 -0.1
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.6 +0.6
VT Vanguard Total World Stock ETF 1.0 6 29 4.9 +1.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 8.0 +4.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 6.9 +2.9
SGLC SGI U.S. Large Cap Core ETF 0.9 85 -50 3.6 -0.3
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 3.5 -0.5
ETHO Etho Climate Leadership U.S. ETF 0.9 47 -12 4.2 +0.3
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -45 15.4 +11.5
NULC Nuveen ESG Large-Cap ETF 0.9 21 14 3.9 -0.1
USEW Cambria US EW ETF 0.9 30 5 4.1 +0.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -44 4.0 +0.1
OEF iShares S&P 100 ETF 0.9 20 15 3.7 -0.2
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 20 4.4 +0.5
GOP Unusual Whales Subversive Republican Trading ETF 0.9 50 -15 4.1 +0.1
CGUS Capital Group Core Equity ETF 0.9 33 2 3.5 -0.4
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 3.6 -0.4
FFND Future Fund Active ETF 0.9 100 -65 4.3 +0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 4.8 +0.8
OEI Optimized Equity Income ETF 0.9 75 -40 3.5 -0.5
QTUM Defiance Quantum ETF 0.9 40 -5 3.8 -0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 3.4 -0.6
AQLT iShares MSCI Global Quality Factor ETF 0.8 18 17 0.0 -3.9
ARKK ARK Innovation ETF 0.8 75 -40 -2.8 -6.8
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 25 3.8 -0.2
DUHP Dimensional US High Profitability ETF 0.8 21 14 5.2 +1.2
FLRG Fidelity U.S. Multifactor ETF 0.8 15 20 5.7 +1.8
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 3.8 -0.1
FVD First Trust Value Line Dividend Index Fund 0.8 65 -30 5.7 +1.8
SMMD iShares Russell 2500 ETF 0.8 15 20 5.4 +1.4
FDVV Fidelity High Dividend ETF 0.8 15 20 6.7 +2.8
JGRO JPMorgan Active Growth ETF 0.8 44 -9 2.3 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.8 7 28 3.5 -0.5
GINX SGI Enhanced Global Income ETF 0.8 98 -63 6.6 +2.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.3 -3.6
HGRO Hedgeye Quality Growth ETF 0.8 70 -35 3.2 -0.7
PTL Inspire 500 ETF 0.8 9 26 4.3 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 -3 5.2 +1.2
IWF iShares Russell 1000 Growth ETF 0.7 19 16 13.9 +10.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.7 12 23 6.5 +2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -10 3.5 -0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 -24 9.2 +5.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 5 13.5 +9.6
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.3 +0.4
SDY State Street SPDR S&P Dividend ETF 0.7 35 0 6.1 +2.1
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -24 2.1 -1.9
GEW Cambria Global EW ETF 0.7 29 6 5.3 +1.4
MAGA Point Bridge America First ETF 0.7 72 -37 5.2 +1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -13 5.6 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 8.0 +4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.6 +0.7
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 5.8 +1.9
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.2 +1.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -25 4.6 +0.6
CANC Tema Oncology ETF 0.6 75 -40 -2.4 -6.3
JEPI JPMorgan Equity Premium Income ETF 0.6 35 0 5.0 +1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -21 6.9 +2.9
CGDV Capital Group Dividend Value ETF 0.6 33 2 3.8 -0.1
BRIF FIS Bright Portfolios Focused Equity ETF 0.6 65 -30 3.5 -0.5
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -20 10.8 +6.9
CZAR Themes Natural Monopoly ETF 0.6 35 0 5.3 +1.3
TINY ProShares Nanotechnology ETF 0.6 58 -23 1.3 -2.7
IWC iShares Micro-Cap ETF 0.5 60 -25 -1.4 -5.3
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 22 5.5 +1.6
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.0 -1.0
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 2.5 -1.4
OALC OneAscent Large Cap Core ETF 0.5 86 -51 3.3 -0.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 15 -3.5 -7.5
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -17 3.7 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 17 2.9 -1.0
IWY iShares Russell Top 200 Growth ETF 0.5 20 15 3.5 -0.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.5 20 15 0.8 -3.2
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 5.8 +1.8
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.2 +3.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 -3 8.9 +4.9
BLES Inspire Global Hope ETF 0.5 61 -26 5.6 +1.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.4 59 -24 4.2 +0.3
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 3.5 -0.5
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 31 3.0 -0.9
FFF Founders 100 ETF 0.4 75 -40 2.5 -1.4
AVUQ Avantis U.S. Quality ETF 0.4 15 20 3.5 -0.5
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 6 9.6 +5.6
PPTY US Diversified Real Estate ETF 0.4 53 -18 7.5 +3.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -7 4.1 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 23 4.3 +0.4
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 -24 3.4 -0.6
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.5 -0.5
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.0 -0.9
JHDV John Hancock U.S. High Dividend ETF 0.3 34 1 6.0 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 23 5.0 +1.1
MILN Global X Millennial Consumer ETF 0.3 50 -15 3.9 -0.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 2.8 -1.2
SBIO ALPS Medical Breakthroughs ETF 0.3 50 -15 0.0 -3.9
VOOG Vanguard S&P 500 Growth ETF 0.3 7 28 18.1 +14.2
IVW iShares S&P 500 Growth ETF 0.3 18 17 2.9 -1.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 31 3.0 -1.0
BIBL Inspire 100 ETF 0.2 35 0 4.1 +0.2
STXG Strive 1000 Growth ETF 0.2 18 17 3.1 -0.8
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 4.1 +0.2
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 10 7.9 +3.9
DAK Dakota Active Equity ETF 0.2 43 -8 3.7 -0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 17 7.8 +3.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 20 7.8 +3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 25 7.9 +4.0
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 2.4 -1.5
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 4.9 +1.0
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -15 2.8 -1.2
DIVN Horizon Dividend Income ETF 0.1 70 -35 6.6 +2.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 5 3.7 -0.2
IBB iShares Biotechnology ETF 0.1 45 -10 -0.5 -4.4
ISRA VanEck Israel ETF 0.1 59 -24 5.4 +1.5
TTAC FCF US Quality ETF 0.1 59 -24 5.5 +1.5
WSGE Warren Street Global Equity ETF 0.1 80 -45 2.8 -1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.1 +0.1
XT iShares Exponential Technologies ETF 0.1 46 -11 3.9 -0.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 17 3.2 -0.7

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 3.9 %
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.