State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 4.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.0x 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) $84
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 59
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 %
CARDINAL HEALTH INC 2.6 %
NEOGENOMICS INC 2.5 %
UNIVERSAL HEALTH SERVICES-B 2.3 %
HCA HOLDINGS INC 2.3 %
CENCORA INC 2.3 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.3 %
MCKESSON CORP 2.3 %
GENEDX HOLDINGS CORP. CLASS A 2.2 %
Total 24.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
14.0% 11.3% 5.8% 6.6% 11.5%

Market Correlations
versus... Beta R-squared
S&P500 0.96 38%
MSCI EAFE 0.61 20%
MSCI Emg. Mkts. 0.32 7%

Technical Indicators
Recent close $106.23
30d moving avg. $103.11
Annualized volatility 19.9%
Short interest (ETF) 13.9%
Short interest (Underlying) 4.4%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 11
Turnover 1.4%
Bid/Ask (% of price) 0.24%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 704 potential alternatives to the State Street SPDR S&P Health Care Services ETF ETF based on the alternatives' overlap in portfolio holdings with XHS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHS Expense: 35 bp ALTAR Score™: 4.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHS
Ticker Fund
Name		 Overlap1
vs XHS
(%)		 Expense
ratio
(bp)		 Savings
vs XHS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHS
(%)
IHF iShares U.S. Healthcare Providers ETF 41.2 40 -5 8.1 +4.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.5 40 -5 7.8 +3.8
FXH First Trust Health Care AlphaDEX Fund 21.5 62 -27 8.0 +3.9
PSCH Invesco S&P SmallCap Health Care ETF 16.5 29 6 3.8 -0.2
RWL Invesco S&P 500 Revenue ETF 14.3 39 -4 6.9 +2.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.2 60 -25 -0.9 -5.0
VFLO VictoryShares Free Cash Flow ETF 14.1 39 -4 10.4 +6.4
VHT Vanguard Health Care ETF 14.1 9 26 5.5 +1.4
RPV Invesco S&P 500 Pure Value ETF 13.9 35 0 10.5 +6.4
FHLC Fidelity MSCI Health Care Index ETF 13.8 8 27 5.8 +1.7
XLV The Health Care Select Sector SPDR Fund 13.7 8 27 7.0 +3.0
SPVU Invesco S&P 500 Enhanced Value ETF 12.4 13 22 10.2 +6.2
IXJ iShares Global Healthcare ETF 10.3 42 -7 6.6 +2.6
LST Leuthold Select Industries ETF 10.1 91 -56 5.5 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 9.9 35 0 6.3 +2.2
WTV WisdomTree US Value Fund of Benef Interest 9.8 12 23 9.2 +5.1
PINK Simplify Health Care ETF 9.6 50 -15 0.7 -3.3
MEDI Harbor Health Care ETF 9.5 80 -45 -1.8 -5.8
HKND Humankind US Stock ETF 9.5 11 24 7.2 +3.2
FMKT The Free Markets ETF 9.4 76 -41 3.7 -0.4
IYH iShares U.S. Healthcare ETF 9.2 40 -5 6.2 +2.2
SRHQ SRH U.S. Quality ETF 9.2 35 0 7.8 +3.7
RTH VanEck Retail ETF 9.1 35 0 5.7 +1.6
DSTL Distillate US Fundamental Stability & Value ETF 8.9 39 -4 8.7 +4.7
JDOC JPMorgan Healthcare Leaders ETF 8.3 65 -30 3.8 -0.3
SMRI Bushido Capital US Equity ETF 8.1 71 -36 10.3 +6.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.0 20 15 8.3 +4.2
GKAT Scharf Global Opportunity ETF 7.8 57 -22 6.3 +2.2
HEAL Global X HealthTech ETF 7.8 50 -15 -0.6 -4.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.7 15 20 9.2 +5.2
FDHT Fidelity Digital Health ETF 7.6 39 -4 1.5 -2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -40 7.9 +3.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.4 15 20 6.6 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.4 18 17 5.9 +1.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.3 65 -30 0.8 -3.3
FLDZ RiverNorth Patriot ETF 7.3 75 -40 6.5 +2.5
FTDS First Trust Dividend Strength ETF 7.2 70 -35 8.7 +4.6
DUSA Davis Select U.S. Equity ETF 7.2 61 -26 7.7 +3.6
AVIE Avantis  Inflation Focused Equity ETF 7.2 25 10 7.2 +3.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.1 20 15 6.2 +2.1
DEUS Xtrackers Russell US Multifactor ETF 7.0 17 18 7.0 +2.9
ECML Euclidean Fundamental Value ETF 6.9 95 -60 10.9 +6.8
COWZ Pacer US Cash Cows 100 ETF 6.9 49 -14 8.8 +4.7
LQPE PEO AlphaQuest Thematic PE ETF 6.7 125 -90 7.0 +2.9
HART IQ Healthy Hearts ETF 6.6 45 -10 6.4 +2.3
IYK iShares U.S. Consumer Staples ETF 6.5 40 -5 6.6 +2.5
QLTY GMO U.S. Quality ETF 6.3 50 -15 4.7 +0.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 6.3 70 -35 5.0 +1.0
GNOM Global X Genomics & Biotechnology ETF 6.2 50 -15 -2.8 -6.8
IUS Invesco RAFI Strategic US ETF 6.2 19 16 6.9 +2.9
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 7.7 +3.6
KAT Scharf ETF 6.1 87 -52 6.1 +2.0
BLCR iShares Large Cap Core Active ETF 6.1 36 -1 3.7 -0.4
POWA Invesco Bloomberg Pricing Power ETF 6.1 40 -5 6.0 +2.0
NULV Nuveen ESG Large-Cap Value ETF 6.0 26 9 6.5 +2.4
JAVA JPMorgan Active Value ETF 6.0 44 -9 6.5 +2.5
LFSC F/m Emerald Life Sciences Innovation ETF 6.0 79 -44 0.0 -4.1
STXV Strive 1000 Value ETF 5.9 18 17 8.3 +4.2
PKW Invesco Buyback Achievers ETF 5.9 62 -27 8.4 +4.3
SIXL ETC 6 Meridian Low Beta Equity ETF 5.8 80 -45 6.3 +2.2
TXS Texas Capital Texas Equity Index ETF 5.8 49 -14 6.2 +2.1
FBCV Fidelity Blue Chip Value ETF 5.8 59 -24 7.5 +3.4
JSML Janus Henderson Small Cap Growth Alpha ETF 5.8 30 5 8.6 +4.5
DWLD Davis Select Worldwide ETF 5.8 63 -28 7.5 +3.4
CSTK Invesco Comstock Contrarian Equity ETF 5.7 35 0 7.0 +3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.7 19 16 6.4 +2.4
FEGE First Eagle Global Equity ETF 5.7 79 -44 6.7 +2.6
USMV iShares MSCI USA Min Vol Factor ETF 5.7 15 20 5.8 +1.8
BLCV iShares Large Cap Value Active ETF 5.7 53 -18 7.7 +3.6
SYLD Cambria Shareholder Yield ETF 5.6 59 -24 13.0 +8.9
OSCV Opus Small Cap Value ETF 5.6 79 -44 7.3 +3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.5 30 5 7.3 +3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.5 55 -20 4.4 +0.3
FMED Fidelity Disruptive Medicine ETF 5.5 50 -15 -0.7 -4.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.5 39 -4 3.0 -1.0
FFTY Innovator IBD 50 ETF 5.4 80 -45 -2.7 -6.8
FFOX FundX Future Fund Opportunities ETF 5.4 100 -65 4.2 +0.2
PSC Principal U.S. Small-Cap ETF 5.4 38 -3 7.2 +3.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.3 20 15 7.0 +2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 7.5 +3.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.3 52 -17 6.3 +2.3
SVAL iShares US Small Cap Value Factor ETF 5.2 20 15 9.2 +5.1
QVAL Alpha Architect US Quantitative Value ETF 5.1 39 -4 9.8 +5.7
ROSC Hartford Multifactor Small Cap ETF 5.1 34 1 9.3 +5.2
IWO iShares Russell 2000 Growth ETF 5.1 24 11 0.9 -3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.1 18 17 7.9 +3.8
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 22 6.0 +1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 5.0 12 23 7.6 +3.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.0 24 11 8.4 +4.3
VTWG Vanguard Russell 2000 Growth ETF 5.0 10 25 1.0 -3.0
RNIN Bushido Capital US SMID Cap Equity ETF 5.0 70 -35 13.1 +9.0
FDLS Inspire Fidelis Multi Factor ETF 4.9 76 -41 4.8 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 4.8 20 15 5.9 +1.9
ARKG ARK Genomic Revolution ETF 4.8 75 -40 0.0 -4.1
FYC First Trust Small Cap Growth AlphaDEX Fund 4.8 71 -36 -1.6 -5.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.8 25 10 8.1 +4.0
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 20 7.0 +3.0
HELX Franklin Genomic Advancements ETF 4.7 50 -15 -0.4 -4.5
ITAN Sparkline Intangible Value ETF 4.7 50 -15 6.8 +2.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.7 55 -20 3.7 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 4.7 29 6 7.1 +3.0
FNDX Schwab Fundamental US Large Co. Index ETF 4.7 25 10 7.4 +3.3
ROE Astoria US Quality Kings ETF 4.7 49 -14 7.2 +3.1
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.9 +2.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 4.6 65 -30 6.6 +2.5
LCF Touchstone US Large Cap Focused ETF 4.6 69 -34 4.4 +0.3
PPH VanEck Pharmaceutical ETF 4.6 36 -1 7.9 +3.8
FTA First Trust Large Cap Value AlphaDEX Fund 4.5 59 -24 9.0 +5.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 6.7 +2.6
FNDB Schwab Fundamental US Broad Market Index ETF 4.5 25 10 7.5 +3.5
PWV Invesco Large Cap Value ETF 4.5 55 -20 7.6 +3.5
LYLD Cambria Large Cap Shareholder Yield ETF 4.5 59 -24 10.0 +5.9
VAMO Cambria Value & Momentum ETF 4.4 61 -26 6.6 +2.5
HLGE Hartford Longevity Economy ETF 4.4 44 -9 6.3 +2.2
FSGS First Trust SMID Growth Strength ETF 4.4 60 -25 5.3 +1.3
VFMF Vanguard U.S. Multifactor ETF 4.4 18 17 8.0 +3.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.3 48 -13 9.2 +5.2
CWS AdvisorShares Focused Equity ETF 4.3 84 -49 5.6 +1.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.3 15 20 5.7 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 20 4.3 +0.3
ROUS Hartford Multifactor US Equity ETF 4.2 19 16 7.2 +3.1
FXG First Trust Consumer Staples AlphaDEX Fund 4.2 63 -28 8.8 +4.7
WCEO Hypatia Women CEO ETF 4.2 85 -50 3.2 -0.9
AUSF Global X Adaptive U.S. Factor ETF 4.2 27 8 9.2 +5.2
GQI Natixis Gateway Quality Income ETF 4.1 34 1 5.2 +1.1
VFVA Vanguard U.S. Value Factor ETF 4.1 13 22 11.0 +7.0
EVUS iShares ESG Aware MSCI USA Value ETF 4.1 18 17 6.7 +2.6
MGV Vanguard Mega Cap Value ETF 4.1 7 28 6.6 +2.5
ULVM VictoryShares US Value Momentum ETF 4.1 20 15 7.5 +3.4
GVLU Gotham 1000 Value ETF 4.1 50 -15 9.1 +5.0
DFUV Dimensional US Marketwide Value ETF 4.0 22 13 7.6 +3.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 4.0 68 -33 2.2 -1.9
VTV Vanguard Value ETF 4.0 4 31 7.0 +2.9
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 6.9 +2.8
USSE Segall Bryant & Hamill Select Equity ETF 4.0 65 -30 4.4 +0.4
BDIV AAM Brentview Dividend Growth ETF 4.0 49 -14 4.7 +0.6
NUMV Nuveen ESG Mid-Cap Value ETF 4.0 31 4 7.1 +3.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.9 65 -30 4.8 +0.7
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 23 8.1 +4.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.9 40 -5 7.6 +3.6
VOE Vanguard Mid-Cap Value ETF 3.9 7 28 7.9 +3.9
ABLS Abacus FCF Small Cap Leaders ETF 3.9 59 -24 5.2 +1.1
VLUE iShares MSCI USA Value Factor ETF 3.8 15 20 9.2 +5.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.8 55 -20 10.5 +6.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.8 70 -35 2.3 -1.7
DFLV Dimensional US Large Cap Value ETF 3.8 22 13 7.8 +3.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.8 30 5 8.3 +4.3
USMF WisdomTree U.S. Multifactor Fund 3.8 28 7 7.5 +3.4
EQRR ProShares Equities for Rising Rates ETF 3.8 35 0 8.2 +4.1
QLC FlexShares US Quality Large Cap Index Fund 3.8 25 10 5.4 +1.3
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 7.0 +3.0
XOEF iShares S&P 500 ex S&P 100 ETF 3.8 20 15 5.8 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.7 50 -15 7.3 +3.3
LGCF Themes US Cash Flow Champions ETF 3.7 30 5 8.3 +4.3
HRTS Tema Heart & Health ETF 3.7 75 -40 2.1 -2.0
GPT Intelligent Alpha Atlas ETF 3.7 69 -34 5.9 +1.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 10 6.0 +1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 3.7 67 -32 10.2 +6.2
ALIL Argent Focused Small Cap ETF 3.7 74 -39 6.9 +2.8
WLDR Affinity World Leaders Equity ETF 3.6 67 -32 7.5 +3.4
TAX Cambria Tax Aware ETF 3.6 49 -14 6.3 +2.3
JPEF JPMorgan Equity Focus ETF 3.6 50 -15 4.5 +0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.6 60 -25 6.5 +2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 6.6 +2.6
NUDV Nuveen ESG Dividend ETF 3.6 26 9 7.7 +3.6
AFLG First Trust Active Factor Large Cap ETF 3.6 55 -20 6.5 +2.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.6 6 29 3.1 -1.0
SFGV Sequoia Global Value ETF 3.6 23 12 8.4 +4.3
VOOV Vanguard S&P 500 Value ETF 3.6 7 28 6.4 +2.3
IVE iShares S&P 500 Value ETF 3.5 18 17 6.3 +2.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.5 4 31 6.4 +2.3
GLRY Inspire Faithward Mid Cap Momentum ETF 3.5 80 -45 6.5 +2.4
CVAR Cultivar ETF 3.5 87 -52 7.1 +3.1
ASLV Allspring Special Large Value ETF 3.5 35 0 6.7 +2.7
ZECP Zacks Earnings Consistent Portfolio ETF 3.5 55 -20 4.9 +0.8
IWP iShares Russell Mid-Cap Growth ETF 3.5 23 12 3.5 -0.6
SPIT F/m Emerald Special Situations ETF 3.5 105 -70 -1.0 -5.1
FESM Fidelity Enhanced Small Cap ETF 3.5 28 7 7.1 +3.1
PDP Invesco Dorsey Wright Momentum ETF 3.5 62 -27 2.2 -1.9
REVS Columbia Research Enhanced Value ETF 3.4 19 16 8.0 +3.9
IUSV iShares Core S&P US Value ETF 3.4 4 31 6.5 +2.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.4 29 6 7.0 +3.0
MODL VictoryShares WestEnd U.S. Sector ETF 3.4 42 -7 4.7 +0.6
GSPY Gotham Enhanced 500 ETF 3.4 50 -15 5.2 +1.2
FYX First Trust Small Cap Core AlphaDEX Fund 3.4 61 -26 6.0 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 3.3 60 -25 7.2 +3.2
RSSL Global X Russell 2000 ETF 3.3 8 27 4.3 +0.2
FCPI Fidelity Stocks for Inflation ETF 3.3 15 20 8.0 +4.0
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 6.9 +2.9
IWM iShares Russell 2000 ETF 3.3 19 16 4.4 +0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 -4 6.0 +2.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.3 60 -25 8.3 +4.2
AKAF The Frontier Economic Fund 3.3 20 15 6.6 +2.6
JHMM John Hancock Multifactor Mid Cap ETF 3.3 42 -7 6.5 +2.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.3 35 0 6.0 +1.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.3 35 0 7.3 +3.2
ACSI American Customer Satisfaction ETF 3.2 65 -30 5.6 +1.6
VTWO Vanguard Russell 2000 ETF 3.2 7 28 4.4 +0.4
BGDV Bahl & Gaynor Dividend ETF 3.2 45 -10 4.8 +0.8
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 5 5.9 +1.8
SQLV Royce Quant Small-Cap Quality Value ETF 3.2 60 -25 9.7 +5.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.2 79 -44 6.4 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 23 4.7 +0.7
CCFE Concourse Capital Focused Equity ETF 3.2 95 -60 3.5 -0.6
AFMC First Trust Active Factor Mid Cap ETF 3.2 65 -30 8.6 +4.5
LOWV AB US Low Volatility Equity ETF 3.2 48 -13 5.4 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 26 6.5 +2.4
SAGP Strategas Global Policy Opportunities ETF 3.1 65 -30 5.6 +1.6
FSST Fidelity Sustainable U.S. Equity ETF 3.1 59 -24 4.2 +0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 3.1 17 18 6.1 +2.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.1 9 26 4.2 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 6.2 +2.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.1 12 23 6.7 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 -5 6.1 +2.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 10.5 +6.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 6.3 +2.3
IWX iShares Russell Top 200 Value ETF 3.1 20 15 6.2 +2.1
BUZZ VanEck Social Sentiment ETF 3.1 75 -40 -1.0 -5.1
PRXV Praxis Impact Large Cap Value ETF 3.1 36 -1 6.8 +2.7
RECS Columbia Research Enhanced Core ETF 3.1 15 20 5.9 +1.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.0 50 -15 9.1 +5.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 15 5.8 +1.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.0 52 -17 5.9 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.0 58 -23 5.7 +1.6
AFSM First Trust Active Factor Small Cap ETF 3.0 75 -40 7.7 +3.6
FSCS First Trust SMID Capital Strength ETF 3.0 60 -25 7.3 +3.3
FELV Fidelity Enhanced Large Cap Value ETF 3.0 18 17 6.9 +2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.0 10 25 6.2 +2.2
QUVU Hartford Quality Value ETF 3.0 46 -11 7.6 +3.5
DVND Touchstone Dividend Select ETF 3.0 67 -32 5.7 +1.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.0 15 20 6.2 +2.1
VIG Vanguard Dividend Appreciation ETF 3.0 5 30 5.7 +1.6
DSMC Distillate Small/Mid Cash Flow ETF 3.0 55 -20 13.2 +9.1
VYM Vanguard High Dividend Yield Index ETF 3.0 6 29 7.2 +3.1
FSMD Fidelity Small-Mid Multifactor ETF 3.0 15 20 7.1 +3.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 5.5 +1.5
NUSC Nuveen ESG Small-Cap ETF 2.9 31 4 5.4 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.5 +1.5
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 31 7.3 +3.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.9 59 -24 6.7 +2.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 18 6.1 +2.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 6 8.5 +4.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.9 70 -35 11.2 +7.1
PRAY FIS Christian Stock Fund 2.8 69 -34 5.3 +1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -25 6.5 +2.4
NULC Nuveen ESG Large-Cap ETF 2.8 21 14 4.8 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -24 6.1 +2.0
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.9 +0.8
OPTZ Optimize Strategy Index ETF 2.8 50 -15 4.9 +0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -45 4.7 +0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 16 5.6 +1.6
ILCV iShares Morningstar Value ETF 2.8 4 31 6.4 +2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.8 89 -54 9.8 +5.7
DIVB iShares Core Dividend ETF 2.8 5 30 8.4 +4.4
TEXN iShares Texas Equity ETF 2.8 20 15 6.4 +2.3
BMED Future Health ETF 2.8 85 -50 0.3 -3.8
DGRO iShares Core Dividend Growth ETF 2.8 8 27 6.7 +2.6
VEGN US Vegan Climate ETF 2.7 60 -25 4.7 +0.7
THRO iShares U.S. Thematic Rotation Active ETF 2.7 90 -55 4.4 +0.3
IWD iShares Russell 1000 Value ETF 2.7 19 16 6.6 +2.5
VONV Vanguard Russell 1000 Value ETF 2.7 7 28 6.7 +2.6
SIZE iShares MSCI USA Size Factor ETF 2.7 15 20 6.3 +2.2
CGDV Capital Group Dividend Value ETF 2.7 33 2 4.7 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 6 4.8 +0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 -15 4.6 +0.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 15 10.4 +6.4
FLV American Century Focused Large Cap Value ETF 2.7 42 -7 6.9 +2.8
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 17 5.3 +1.2
FYT First Trust Small Cap Value AlphaDEX Fund 2.6 73 -38 12.2 +8.2
GLBL Pacer MSCI World Industry Advantage ETF 2.6 65 -30 4.3 +0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.6 35 0 10.1 +6.0
BOUT Innovator IBD Breakout Opportunities ETF 2.6 81 -46 0.8 -3.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 0 5.6 +1.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 6.4 +2.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 -14 6.3 +2.2
FVAL Fidelity Value Factor ETF 2.6 15 20 7.0 +2.9
DFAS Dimensional U.S. Small Cap ETF 2.6 26 9 6.9 +2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.6 12 23 7.5 +3.4
EQIN Columbia US Equity Income ETF 2.6 35 0 6.9 +2.9
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -13 4.6 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 2.6 38 -3 4.7 +0.6
SURE AdvisorShares Insiders Advantage ETF 2.6 90 -55 10.0 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 5.7 +1.6
EZM WisdomTree U.S. MidCap Fund 2.5 38 -3 9.0 +4.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.5 60 -25 7.0 +3.0
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -39 8.7 +4.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.5 15 20 8.3 +4.2
IJS iShares S&P Small-Cap 600 Value ETF 2.5 18 17 10.2 +6.1
SFYX SoFi Next 500 ETF 2.5 0 35 6.2 +2.2
NIXT Research Affiliates Deletions ETF 2.5 9 26 8.7 +4.6
IJR iShares Core S&P Small Cap ETF 2.5 6 29 7.9 +3.9
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 12.1 +8.0
PFM Invesco Dividend Achievers ETF 2.5 53 -18 5.4 +1.4
VSLU Applied Finance Valuation Large Cap ETF 2.5 49 -14 5.8 +1.7
VBK Vanguard Small-Cap Growth ETF 2.5 7 28 1.9 -2.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 17 5.7 +1.6
ISCB iShares Morningstar Small-Cap ETF 2.5 4 31 6.4 +2.4
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 0 5.3 +1.3
COPY Tweedy, Browne Insider + Value ETF 2.4 80 -45 12.1 +8.0
XSLV Invesco S&P SmallCap Low Volatility ETF 2.4 25 10 9.0 +5.0
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 10 5.4 +1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 64 -29 1.2 -2.8
XSHQ Invesco S&P SmallCap Quality ETF 2.4 29 6 8.0 +3.9
JHML John Hancock Multifactor Large Cap ETF 2.4 29 6 5.5 +1.4
WDNA WisdomTree BioRevolution Fund 2.4 45 -10 -2.3 -6.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 7.6 +3.5
STXM Strive Mid-Cap ETF 2.4 18 17 6.7 +2.6
VFMO Vanguard U.S. Momentum Factor ETF 2.4 13 22 3.3 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 31 6.2 +2.1
DFSU Dimensional US Sustainability Core 1 ETF 2.4 18 17 5.5 +1.4
XMMO Invesco S&P MidCap Momentum ETF 2.4 34 1 4.4 +0.4
HYP Golden Eagle Dynamic Hypergrowth ETF 2.4 85 -50 -1.7 -5.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.3 30 5 17.6 +13.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.3 25 10 5.4 +1.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 20 5.5 +1.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 20 5.7 +1.7
XMHQ Invesco S&P MidCap Quality ETF 2.3 25 10 7.0 +3.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 -4 10.3 +6.2
AGNG Global X Aging Population ETF 2.3 50 -15 4.5 +0.5
STXK Strive Small-Cap ETF 2.3 18 17 6.3 +2.2
SCHA Schwab U.S. Small-Cap ETF 2.3 4 31 6.5 +2.4
YALL God Bless America ETF 2.3 65 -30 4.7 +0.7
ABIG Argent Large Cap ETF 2.3 49 -14 5.4 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 25 5.8 +1.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 -14 7.2 +3.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 23 7.8 +3.8
VO Vanguard Mid-Cap ETF 2.3 4 31 6.1 +2.1
ISMD Inspire Small/Mid Cap ETF 2.3 54 -19 5.7 +1.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 32 8.0 +3.9
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -30 2.6 -1.4
SWP SWP Growth & Income ETF 2.3 99 -64 4.2 +0.2
FMTM MarketDesk Focused U.S. Momentum ETF 2.3 45 -10 3.2 -0.8
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 0 4.9 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 28 6.0 +2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -30 2.5 -1.5
EMOT First Trust S&P 500 Economic Moat ETF 2.3 60 -25 8.6 +4.6
SEMG Suncoast Select Growth ETF 2.3 60 -25 4.5 +0.5
VIOO Vanguard S&P Small-Cap 600 ETF 2.3 7 28 7.9 +3.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 20 6.3 +2.2
IWR iShares Russell Midcap ETF 2.3 19 16 6.4 +2.4
MDY SPDR S&P Midcap 400 ETF Trust 2.3 24 11 7.3 +3.3
IJH iShares Core S&P Mid-Cap ETF 2.3 5 30 7.5 +3.5
VB Vanguard Small-Cap ETF 2.3 5 30 6.4 +2.3
AIEQ AI Powered Equity ETF 2.3 75 -40 5.1 +1.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.3 15 20 10.2 +6.2
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -25 7.2 +3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 10 25 10.2 +6.1
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 17 7.1 +3.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -40 5.7 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -45 8.2 +4.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -60 0.3 -3.8
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -17 7.3 +3.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 0 7.6 +3.6
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 20 4.8 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 7.3 +3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 20 6.2 +2.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 2.2 59 -24 10.2 +6.2
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 20 7.0 +2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.8 +3.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.2 60 -25 7.3 +3.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.2 3 32 7.5 +3.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 25 5.4 +1.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.2 7 28 7.5 +3.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.2 75 -40 4.7 +0.7
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 31 6.9 +2.8
PAWZ ProShares Pet Care ETF 2.1 50 -15 3.8 -0.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 29 8.4 +4.3
VBR Vanguard Small Cap Value ETF 2.1 7 28 9.4 +5.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 4.5 +0.4
EES WisdomTree U.S. SmallCap Fund 2.1 38 -3 9.0 +4.9
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 5.2 +1.2
MID American Century Mid Cap Growth Impact ETF 2.1 45 -10 3.6 -0.5
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 26 4.9 +0.8
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 5.1 +1.0
FMDE Fidelity Enhanced Mid Cap ETF 2.1 23 12 6.1 +2.0
TMFM Motley Fool Mid-Cap Growth ETF 2.1 85 -50 3.2 -0.9
TMFS Motley Fool Small-Cap Growth ETF 2.1 85 -50 3.2 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -25 4.3 +0.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 7.3 +3.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 20 4.6 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 15 5.2 +1.1
FPX First Trust US Equity Opportunities ETF 2.0 61 -26 1.1 -2.9
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 6.3 +2.2
FINX Global X FinTech ETF 2.0 68 -33 3.3 -0.8
ACVF American Conservative Values ETF 2.0 75 -40 4.4 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 7 5.6 +1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -25 5.8 +1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.0 49 -14 11.3 +7.2
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 31 6.4 +2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 10 5.7 +1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 6.0 +2.0
DIVL Madison Dividend Value ETF 2.0 65 -30 6.1 +2.0
CGGR Capital Group Growth ETF 2.0 39 -4 3.5 -0.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.0 9 26 5.0 +0.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.0 5 30 8.2 +4.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 11.8 +7.7
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -1 9.8 +5.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 10.8 +6.8
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 6 12.3 +8.2
STOX Horizon Core Equity ETF 2.0 70 -35 4.2 +0.2
SFTY Horizon Managed Risk ETF 1.9 77 -42 4.2 +0.1
BEEX BeeHive ETF 1.9 84 -49 4.5 +0.4
DIVE Dana Concentrated Dividend ETF 1.9 65 -30 8.4 +4.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 10 9.2 +5.1
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -54 5.2 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 3 5.1 +1.1
XVV iShares ESG Screened S&P 500 ETF 1.9 8 27 4.9 +0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 29 4.3 +0.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 11.1 +7.0
PY Principal Value ETF 1.9 15 20 7.4 +3.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 20 8.0 +3.9
TMFX Motley Fool Next Index ETF 1.9 50 -15 3.4 -0.7
IWS iShares Russell Mid-Cap Value ETF 1.9 23 12 7.4 +3.3
SGLC SGI U.S. Large Cap Core ETF 1.9 85 -50 4.3 +0.2
INCE Franklin Income Equity Focus ETF 1.9 29 6 6.0 +1.9
APUE ActivePassive U.S. Equity ETF 1.9 45 -10 4.8 +0.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 10.1 +6.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -40 4.2 +0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 24 5.0 +1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 5.2 +1.1
BLLD JPMorgan Sustainable Infrastructure ETF 1.8 49 -14 5.9 +1.9
PTL Inspire 500 ETF 1.8 9 26 5.6 +1.5
BKWO BNY Mellon Women's Opportunities ETF 1.8 50 -15 3.7 -0.3
EPS WisdomTree U.S. LargeCap Fund 1.8 8 27 5.8 +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 6.1 +2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 26 5.4 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 28 5.0 +0.9
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 -20 5.8 +1.7
KONG Formidable Fortress ETF 1.8 89 -54 6.4 +2.3
ABFL Abacus FCF Leaders ETF 1.8 59 -24 5.2 +1.2
STXD Strive 1000 Dividend Growth ETF 1.8 35 0 5.1 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 35 5.0 +1.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.8 47 -12 9.5 +5.4
VOTE TCW Transform 500 ETF 1.8 5 30 5.0 +0.9
RAUS RACWI US ETF 1.8 15 20 4.8 +0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.8 49 -14 6.3 +2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 33 5.1 +1.0
LRGF iShares U.S. Equity Factor ETF 1.8 8 27 5.6 +1.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 18 5.7 +1.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.8 +0.7
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 35 12.7 +8.6
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 7.0 +2.9
OALC OneAscent Large Cap Core ETF 1.8 86 -51 4.3 +0.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 5.2 +1.2
DXUV Dimensional US Vector Equity ETF 1.7 28 7 6.3 +2.2
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 5.2 +1.1
VTI Vanguard Total Stock Market ETF 1.7 3 32 5.0 +0.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 28 11.1 +7.1
VTHR Vanguard Russell 3000 ETF 1.7 7 28 5.0 +0.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 7.7 +3.6
VOO Vanguard S&P 500 ETF 1.7 3 32 5.0 +1.0
IWV iShares Russell 3000 ETF 1.7 20 15 4.9 +0.8
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 5.1 +1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 5.0 +0.9
IVV iShares Core S&P 500 ETF 1.7 3 32 5.0 +1.0
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.9 +0.8
SPYM State Street SPDR Portfolio S&P 500 ETF 1.7 2 33 5.0 +1.0
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 5.1 +1.1
DFUS Dimensional U.S. Equity ETF 1.7 9 26 4.9 +0.9
SPY SPDR S&P 500 ETF 1.7 9 26 5.0 +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 -1.5
USMC Principal U.S. Mega-Cap ETF 1.7 12 23 4.5 +0.5
CGUS Capital Group Core Equity ETF 1.7 33 2 4.5 +0.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.7 7 28 7.7 +3.6
LGRO Level Four Large Cap Growth Active ETF 1.7 55 -20 4.3 +0.3
EDOW First Trust Dow 30 Equal Weight ETF 1.7 50 -15 5.5 +1.4
DIA SPDR Dow Jones Industrial Average ETF 1.7 16 19 5.6 +1.5
SFYF SoFi Social 50 ETF 1.7 29 6 1.1 -3.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.7 15 20 5.0 +1.0
TBG TBG Dividend Focus ETF 1.7 59 -24 7.8 +3.8
VXF Vanguard Extended Market ETF 1.7 5 30 4.9 +0.9
RUNN Running Oak Efficient Growth ETF 1.7 58 -23 5.3 +1.2
MBOX Freedom Day Dividend ETF 1.7 39 -4 7.9 +3.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.9 +0.8
CHRI Global X S&P 500 Christian Values ETF 1.7 29 6 4.7 +0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 21 5.0 +1.0
SCHK Schwab 1000 Index ETF 1.7 5 30 5.1 +1.1
CALF Pacer US Small Cap Cash Cows 100 ETF 1.7 59 -24 10.8 +6.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -35 5.0 +1.0
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 32 5.0 +0.9
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -10 5.2 +1.2
KRMA Global X Conscious Companies ETF 1.7 43 -8 6.1 +2.1
VV Vanguard Large-Cap ETF 1.7 4 31 4.9 +0.9
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 15 9.2 +5.1
SCHX Schwab U.S. Large-Cap ETF 1.7 3 32 5.1 +1.0
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -15 6.5 +2.5
STRV Strive 500 ETF 1.7 5 30 4.9 +0.9
VONE Vanguard Russell 1000 ETF 1.7 7 28 5.1 +1.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.7 12 23 7.6 +3.5
PBUS Invesco MSCI USA ETF 1.7 4 31 5.0 +0.9
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.7 35 0 9.6 +5.5
IWB iShares Russell 1000 ETF 1.7 15 20 5.0 +0.9
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 7 10.3 +6.2
GXLC Global X U.S. 500 ETF 1.7 2 33 5.0 +0.9
DCOR Dimensional US Core Equity 1 ETF 1.6 14 21 5.5 +1.5
CGGO Capital Group Global Growth Equity ETF 1.6 47 -12 4.3 +0.3
AVSU Avantis Responsible U.S. Equity ETF 1.6 15 20 6.0 +2.0
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 8.6 +4.5
BFOR ALPS Barron's 400 ETF 1.6 65 -30 6.2 +2.1
QTUM Defiance Quantum ETF 1.6 40 -5 5.7 +1.6
NACP Impact Shares NAACP Minority Empowerment ETF 1.6 49 -14 4.9 +0.8
DFVX Dimensional US Large Cap Vector ETF 1.6 22 13 6.5 +2.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.8 +0.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 31 4.1 +0.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 5.0 +0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.8 +0.8
SPXM Azoria 500 Meritocracy ETF 1.6 47 -12 4.7 +0.6
MGC Vanguard Mega Cap ETF 1.6 7 28 4.7 +0.7
WDIV SPDR S&P Global Dividend ETF 1.6 40 -5 9.0 +4.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -1.0 -5.0
RVRB Reverb ETF 1.5 30 5 4.7 +0.6
EBI Longview Advantage ETF 1.5 35 0 6.9 +2.8
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 17 5.4 +1.4
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -25 10.8 +6.7
SUSA iShares MSCI USA ESG Select ETF 1.5 25 10 4.8 +0.7
DVY iShares Select Dividend ETF 1.5 38 -3 9.3 +5.2
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -15 5.3 +1.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -30 3.8 -0.3
IWL iShares Russell Top 200 ETF 1.5 15 20 4.7 +0.6
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -24 4.4 +0.3
FDWM Fidelity Women's Leadership ETF 1.5 59 -24 4.8 +0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 15 3.1 -1.0
DSI iShares MSCI KLD 400 Social ETF 1.5 25 10 5.0 +0.9
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 0 7.5 +3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 25 5.1 +1.0
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 -17 7.3 +3.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.5 54 -19 7.3 +3.3
TIME Clockwise Core Equity & Innovation ETF 1.5 95 -60 4.1 0.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 4.1 +0.1
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -13 4.5 +0.5
TOLL Tema Durable Quality ETF 1.4 75 -40 5.3 +1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 26 5.2 +1.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 27 5.1 +1.1
IWN iShares Russell 2000 Value ETF 1.4 24 11 7.9 +3.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.9 -0.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 6.3 +2.2
FFND Future Fund Active ETF 1.4 100 -65 3.9 -0.2
SFY SoFi Select 500 ETF 1.4 0 35 4.6 +0.5
VTWV Vanguard Russell 2000 Value ETF 1.4 10 25 8.0 +4.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -25 10.6 +6.6
MTUM iShares MSCI USA Momentum Factor ETF 1.4 15 20 3.9 -0.2
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -3 9.4 +5.3
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 7 6.4 +2.3
VALQ American Century U.S. Quality Value ETF 1.4 29 6 8.1 +4.0
HDUS Hartford Disciplined US Equity ETF 1.4 19 16 5.9 +1.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.3 35 0 8.1 +4.1
IBUY Amplify Online Retail ETF 1.3 65 -30 2.8 -1.3
THNR Amplify Weight Loss Drug & Treatment ETF 1.3 59 -24 7.0 +2.9
ANEW ProShares MSCI Transformational Changes ETF 1.3 45 -10 5.4 +1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.3 15 20 7.8 +3.8
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 9.6 +5.5
GURU Global X Guru Index ETF 1.3 75 -40 3.2 -0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 7 6.1 +2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 17 8.9 +4.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -14 9.2 +5.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 23 4.1 +0.1
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.7 +2.6
TMFC Motley Fool 100 Index ETF 1.3 50 -15 3.6 -0.5
TOK iShares MSCI Kokusai ETF 1.3 26 9 5.1 +1.0
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 20 5.6 +1.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.3 30 5 4.8 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 5.2 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 25 5.0 +1.0
DEEP Roundhill Acquirers Deep Value ETF 1.3 80 -45 19.1 +15.1
DFSV Dimensional US Small Cap Value ETF 1.3 31 4 10.7 +6.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.3 15 20 9.0 +4.9
RJDI RJ Eagle GCM Dividend Select Income ETF 1.3 55 -20 5.6 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.2 10 25 9.1 +5.0
GLOF iShares Global Equity Factor ETF 1.2 20 15 6.9 +2.8
CHGX AXS Change Finance ESG ETF 1.2 49 -14 5.4 +1.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -25 5.4 +1.3
CGV Conductor Global Equity Value ETF 1.2 130 -95 8.1 +4.0
URTH iShares MSCI World ETF 1.2 24 11 5.1 +1.1
SMOT VanEck Morningstar SMID Moat ETF 1.2 49 -14 6.9 +2.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.2 40 -5 4.9 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 3.7 -0.3
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.7 +1.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 15 5.3 +1.2
DTEC ALPS Disruptive Technologies ETF 1.2 50 -15 3.9 -0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 26 5.0 +0.9
HGRO Hedgeye Quality Growth ETF 1.1 70 -35 3.4 -0.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 9.9 +5.8
SDY State Street SPDR S&P Dividend ETF 1.1 35 0 6.9 +2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.1 37 -2 6.3 +2.2
BRIF FIS Bright Portfolios Focused Equity ETF 1.1 65 -30 4.8 +0.7
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -7 4.6 +0.5
ACWI iShares MSCI ACWI ETF 1.1 32 3 5.5 +1.5
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -44 4.1 +0.1
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 -3 9.6 +5.5
USCF Themes US Cash Flow Champions ETF 1.1 29 6 9.0 +4.9
VT Vanguard Total World Stock ETF 1.1 6 29 5.9 +1.8
USXF iShares ESG Advanced MSCI USA ETF 1.1 10 25 5.0 +0.9
GINX SGI Enhanced Global Income ETF 1.1 98 -63 8.1 +4.1
AVUS Avantis U.S. Equity ETF 1.0 15 20 5.9 +1.8
KNO AXS Knowledge Leaders ETF 1.0 78 -43 5.9 +1.8
WISE Themes Generative Artificial Intelligence ETF 1.0 35 0 -0.5 -4.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 8.0 +3.9
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -15 5.6 +1.6
GINN Goldman Sachs Innovate Equity ETF 1.0 52 -17 3.8 -0.3
DUHP Dimensional US High Profitability ETF 1.0 21 14 6.5 +2.4
SMAP Amplify Small-Mid Cap Equity ETF 1.0 60 -25 5.7 +1.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.0 12 23 8.4 +4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 5.7 +1.6
FDMO Fidelity Momentum Factor ETF 1.0 15 20 3.8 -0.3
BUL Pacer US Cash Cows Growth ETF 1.0 60 -25 5.4 +1.3
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 6 5.1 +1.0
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -15 4.7 +0.7
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 4.6 +0.5
OEF iShares S&P 100 ETF 1.0 20 15 4.6 +0.5
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 5.1 +1.0
SMMD iShares Russell 2500 ETF 0.9 15 20 7.2 +3.1
JEPI JPMorgan Equity Premium Income ETF 0.9 35 0 5.8 +1.7
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 4.2 +0.2
AGRW Allspring LT Large Growth ETF 0.9 35 0 3.7 -0.3
TMAT Main Thematic Innovation ETF 0.9 164 -129 -1.5 -5.5
OEI Optimized Equity Income ETF 0.9 75 -40 0.0 -4.1
FQAL Fidelity Quality Factor ETF 0.9 15 20 5.8 +1.8
CGDG Capital Group Dividend Growers ETF 0.9 47 -12 6.1 +2.1
FLRG Fidelity U.S. Multifactor ETF 0.9 15 20 7.1 +3.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -25 4.0 -0.1
JGRO JPMorgan Active Growth ETF 0.9 44 -9 3.7 -0.3
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 13 5.8 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.9 38 -3 7.8 +3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.9 35 0 7.8 +3.8
JQUA JPMorgan U.S. Quality Factor ETF 0.9 12 23 6.1 +2.0
FVD First Trust Value Line Dividend Index Fund 0.9 65 -30 6.3 +2.2
FDVV Fidelity High Dividend ETF 0.9 15 20 7.7 +3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 4.8 +0.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 15 5.7 +1.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 -10 4.5 +0.5
FDLO Fidelity Low Volatility Factor ETF 0.8 15 20 5.6 +1.5
IWC iShares Micro-Cap ETF 0.8 60 -25 -1.6 -5.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.3 -3.8
VONG Vanguard Russell 1000 Growth ETF 0.8 7 28 4.6 +0.5
IWF iShares Russell 1000 Growth ETF 0.7 19 16 4.5 +0.4
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -12 5.8 +1.7
CANC Tema Oncology ETF 0.7 75 -40 -2.5 -6.5
MAGA Point Bridge America First ETF 0.7 72 -37 6.5 +2.4
ARKK ARK Innovation ETF 0.7 75 -40 -2.6 -6.7
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 22 6.3 +2.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 -3 10.4 +6.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -13 6.3 +2.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.7 56 -21 6.4 +2.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 7.5 +3.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.7 +1.7
CZAR Themes Natural Monopoly ETF 0.6 35 0 5.7 +1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -24 2.2 -1.9
ILCG iShares Morningstar Growth ETF 0.6 4 31 4.0 -0.1
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 10 10.2 +6.1
BLES Inspire Global Hope ETF 0.6 61 -26 7.0 +2.9
JHDV John Hancock U.S. High Dividend ETF 0.6 34 1 6.9 +2.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 25 4.5 +0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -7 5.4 +1.4
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 3.6 -0.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 25 4.4 +0.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -25 5.4 +1.4
MILN Global X Millennial Consumer ETF 0.5 50 -15 4.4 +0.3
IWY iShares Russell Top 200 Growth ETF 0.5 20 15 4.6 +0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 23 5.2 +1.1
AVUQ Avantis U.S. Quality ETF 0.5 15 20 4.6 +0.5
GEW Cambria Global EW ETF 0.4 29 6 0.0 -4.1
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 5.0 +1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.6 +2.5
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 4.2 +0.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 17 4.9 +0.9
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 0.0 -4.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -4.7 -8.8
PPTY US Diversified Real Estate ETF 0.4 53 -18 8.5 +4.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 4.2 +0.1
TCV Towle Value ETF 0.4 85 -50 12.0 +7.9
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.7 +0.6
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 4.1 -0.0
QGRO American Century U.S. Quality Growth ETF 0.3 29 6 3.9 -0.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.9 -0.2
YOKE Yoke Core ETF 0.3 42 -7 5.2 +1.1
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 4.4 +0.3
BIBL Inspire 100 ETF 0.3 35 0 5.4 +1.3
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 0 4.9 +0.9
DAK Dakota Active Equity ETF 0.2 43 -8 4.6 +0.5
QDF FlexShares Quality Dividend Index Fund 0.2 37 -2 6.4 +2.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 20 8.0 +4.0
IBB iShares Biotechnology ETF 0.2 45 -10 -0.1 -4.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 5 4.6 +0.5
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -24 3.1 -1.0
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 4.3 +0.2
IVW iShares S&P 500 Growth ETF 0.2 18 17 4.2 +0.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 4.3 +0.2
STXG Strive 1000 Growth ETF 0.2 18 17 4.0 -0.1
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.9 +1.9
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 4.6 +0.6
ISRA VanEck Israel ETF 0.1 59 -24 7.1 +3.0
TTAC FCF US Quality ETF 0.1 59 -24 6.0 +2.0
DHS WisdomTree U.S. High Dividend Fund 0.1 38 -3 8.2 +4.1
DEW WisdomTree Global High Dividend Fund 0.1 58 -23 8.3 +4.3
DIVN Horizon Dividend Income ETF 0.1 70 -35 7.9 +3.9
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 -1 3.9 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 5.0 +0.9
LVOL American Century Low Volatility ETF 0.1 29 6 5.1 +1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 20 4.7 +0.6
VOT Vanguard Mid-Cap Growth ETF 0.1 7 28 3.6 -0.4
XT iShares Exponential Technologies ETF 0.0 46 -11 4.8 +0.8
QGRW WisdomTree U.S. Quality Growth Fund 0.0 28 7 4.4 +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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 2.0 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.1 %
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.