State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 26.9x P/Sales
ratio		 0.7x
P/BV
ratio		 2.3x Div.
yield		 1.1%


  • 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) $93
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 58
Wgt avg mkt cap (mns) $23,146
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
MOLINA HEALTHCARE INC 2.2 %
CENTENE CORP 2.1 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.1 %
CIGNA CORPORATION 2.1 %
ALIGNMENT HEALTHCARE, INC. 2.1 %
CARDINAL HEALTH INC 2.1 %
ACADIA HEALTHCARE CO INC 2.1 %
BROOKDALE SENIOR LIVING INC 2.1 %
ELEVANCE HEALTH INC 2.1 %
PROGYNY, INC. 2.0 %
Total 21.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.8 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
18.8% 18.8% 2.3% 6.9% 11.7%

Market Correlations
versus... Beta R-squared
S&P500 0.57 33%
MSCI EAFE 0.66 32%
MSCI Emg. Mkts. 0.48 19%

Technical Indicators
Recent close $110.66
30d moving avg. $107.84
Annualized volatility 19.9%
Short interest (ETF) 19.4%
Short interest (Underlying) 4.4%
Relative strength (RSI) 55

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

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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™: 3.6%


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 41.0 40 -5 7.2 +3.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.9 40 -5 6.4 +2.9
FXH First Trust Health Care AlphaDEX Fund 21.6 62 -27 6.7 +3.2
PSCH Invesco S&P SmallCap Health Care ETF 15.1 29 6 3.3 -0.3
RWL Invesco S&P 500 Revenue ETF 14.6 39 -4 6.0 +2.4
RPV Invesco S&P 500 Pure Value ETF 14.3 35 0 9.3 +5.7
VHT Vanguard Health Care ETF 14.0 9 26 4.7 +1.2
FHLC Fidelity MSCI Health Care Index ETF 13.9 8 27 4.9 +1.4
XLV The Health Care Select Sector SPDR Fund 13.9 8 27 6.0 +2.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 13.4 60 -25 -1.7 -5.3
SPVU Invesco S&P 500 Enhanced Value ETF 13.2 13 22 9.0 +5.5
LST Leuthold Select Industries ETF 12.2 91 -56 4.8 +1.3
SRHQ SRH U.S. Quality ETF 11.2 35 0 6.3 +2.8
IXJ iShares Global Healthcare ETF 10.5 42 -7 5.6 +2.0
IYH iShares U.S. Healthcare ETF 9.5 40 -5 5.3 +1.7
HEAL Global X HealthTech ETF 8.9 50 -15 -1.5 -5.1
HART IQ Healthy Hearts ETF 8.9 45 -10 5.4 +1.8
WTV WisdomTree US Value Fund of Benef Interest 8.7 12 23 7.8 +4.2
SMRI Bushido Capital US Equity ETF 8.2 71 -36 8.8 +5.2
RTH VanEck Retail ETF 8.1 35 0 4.6 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.0 60 -25 3.4 -0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 8.0 49 -14 5.8 +2.3
FDHT Fidelity Digital Health ETF 7.8 39 -4 1.3 -2.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.8 20 15 7.4 +3.8
GKAT Scharf Global Opportunity ETF 7.8 57 -22 5.5 +1.9
AVIE Avantis  Inflation Focused Equity ETF 7.8 25 10 6.4 +2.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.6 39 -4 1.3 -2.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 7.6 49 -14 2.9 -0.6
COWZ Pacer US Cash Cows 100 ETF 7.6 49 -14 7.5 +3.9
MEDI Harbor Health Care ETF 7.5 80 -45 -1.5 -5.1
FLDZ RiverNorth Patriot ETF 7.3 75 -40 5.7 +2.2
ECML Euclidean Fundamental Value ETF 7.3 95 -60 9.1 +5.5
DSTL Distillate US Fundamental Stability & Value ETF 7.2 39 -4 7.4 +3.8
LQPE PEO AlphaQuest Thematic PE ETF 7.2 125 -90 6.0 +2.5
ULVM VictoryShares US Value Momentum ETF 7.2 20 15 6.6 +3.0
FTDS First Trust Dividend Strength ETF 7.2 70 -35 7.5 +3.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.1 20 15 5.5 +1.9
VFLO VictoryShares Free Cash Flow ETF 7.1 39 -4 8.7 +5.1
RAFE PIMCO RAFI ESG U.S. ETF 7.0 29 6 6.1 +2.5
PINK Simplify Health Care ETF 7.0 50 -15 0.6 -2.9
FMKT The Free Markets ETF 6.9 76 -41 3.9 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.8 15 20 7.7 +4.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.6 15 20 5.8 +2.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 6.4 70 -35 4.3 +0.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.3 65 -30 0.6 -3.0
QLTY GMO U.S. Quality ETF 6.2 50 -15 3.8 +0.3
IUS Invesco RAFI Strategic US ETF 6.2 19 16 6.1 +2.5
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 6.7 +3.2
KAT Scharf ETF 6.2 87 -52 4.6 +1.1
GDOC Goldman Sachs Future Health Care Equity ETF 6.1 75 -40 2.2 -1.4
QVAL Alpha Architect US Quantitative Value ETF 6.1 39 -4 8.7 +5.2
IYK iShares U.S. Consumer Staples ETF 6.0 40 -5 6.3 +2.8
CWS AdvisorShares Focused Equity ETF 6.0 84 -49 4.7 +1.1
POWA Invesco Bloomberg Pricing Power ETF 6.0 40 -5 5.1 +1.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.0 65 -30 4.2 +0.6
LYLD Cambria Large Cap Shareholder Yield ETF 6.0 59 -24 8.8 +5.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 5.9 55 -20 3.5 -0.1
STXV Strive 1000 Value ETF 5.9 18 17 7.3 +3.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.9 18 17 5.0 +1.5
PKW Invesco Buyback Achievers ETF 5.8 62 -27 7.1 +3.5
FMED Fidelity Disruptive Medicine ETF 5.8 50 -15 -0.6 -4.2
OSCV Opus Small Cap Value ETF 5.8 79 -44 6.4 +2.9
FFOX FundX Future Fund Opportunities ETF 5.8 100 -65 2.7 -0.9
CSTK Invesco Comstock Contrarian Equity ETF 5.8 35 0 6.1 +2.5
PY Principal Value ETF 5.7 15 20 6.6 +3.0
DUSA Davis Select U.S. Equity ETF 5.6 61 -26 6.5 +3.0
JDOC JPMorgan Healthcare Leaders ETF 5.6 65 -30 3.3 -0.3
BLCR iShares Large Cap Core Active ETF 5.6 36 -1 3.0 -0.5
DEUS Xtrackers Russell US Multifactor ETF 5.5 17 18 6.1 +2.6
TXS Texas Capital Texas Equity Index ETF 5.5 49 -14 5.4 +1.8
JAVA JPMorgan Active Value ETF 5.5 44 -9 5.5 +2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.4 19 16 5.4 +1.8
VFVA Vanguard U.S. Value Factor ETF 5.4 13 22 9.5 +5.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 6 6.5 +2.9
FEGE First Eagle Global Equity ETF 5.2 79 -44 5.7 +2.2
PSC Principal U.S. Small-Cap ETF 5.1 38 -3 6.0 +2.4
RNIN Bushido Capital US SMID Cap Equity ETF 5.1 70 -35 11.3 +7.8
BLCV iShares Large Cap Value Active ETF 5.0 53 -18 6.6 +3.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.0 29 6 6.0 +2.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 4.9 48 -13 7.9 +4.4
FNDX Schwab Fundamental US Large Co. Index ETF 4.9 25 10 6.5 +2.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.8 52 -17 5.2 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.8 15 20 3.4 -0.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.8 12 23 6.6 +3.0
SSPY Syntax Stratified LargeCap ETF 4.7 30 5 6.0 +2.5
ITAN Sparkline Intangible Value ETF 4.7 50 -15 5.6 +2.0
IWO iShares Russell 2000 Growth ETF 4.7 24 11 0.7 -2.9
SIXL ETC 6 Meridian Low Beta Equity ETF 4.7 80 -45 5.8 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.7 65 -30 1.8 -1.8
BUL Pacer US Cash Cows Growth ETF 4.7 60 -25 4.0 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 4.6 71 -36 -1.3 -4.9
FNDB Schwab Fundamental US Broad Market Index ETF 4.6 25 10 6.4 +2.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.6 18 17 7.1 +3.5
SVAL iShares US Small Cap Value Factor ETF 4.6 20 15 8.1 +4.5
ACWV iShares MSCI Global Min Vol Factor ETF 4.6 20 15 5.4 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 4.5 13 22 5.3 +1.8
REVS Columbia Research Enhanced Value ETF 4.5 19 16 7.0 +3.4
ROUS Hartford Multifactor US Equity ETF 4.5 19 16 6.1 +2.5
LFSC F/m Emerald Life Sciences Innovation ETF 4.5 79 -44 0.0 -3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 5.7 +2.1
FTA First Trust Large Cap Value AlphaDEX Fund 4.5 59 -24 8.0 +4.4
PWV Invesco Large Cap Value ETF 4.5 55 -20 6.8 +3.2
USMV iShares MSCI USA Min Vol Factor ETF 4.5 15 20 5.1 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.4 35 0 5.1 +1.5
QUVU Hartford Quality Value ETF 4.4 46 -11 6.7 +3.1
EQIN Columbia US Equity Income ETF 4.4 35 0 6.3 +2.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.3 20 15 5.8 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 4.3 50 -15 6.4 +2.9
VFMF Vanguard U.S. Multifactor ETF 4.1 18 17 6.8 +3.2
FSGS First Trust SMID Growth Strength ETF 4.1 60 -25 4.4 +0.8
GNOM Global X Genomics & Biotechnology ETF 4.1 50 -15 -3.7 -7.3
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -25 4.3 +0.8
FESM Fidelity Enhanced Small Cap ETF 4.1 28 7 2.8 -0.7
AUSF Global X Adaptive U.S. Factor ETF 4.1 27 8 8.1 +4.5
FXG First Trust Consumer Staples AlphaDEX Fund 4.0 63 -28 8.6 +5.0
BDIV AAM Brentview Dividend Growth ETF 4.0 49 -14 3.8 +0.2
ROE Astoria US Quality Kings ETF 4.0 49 -14 5.6 +2.1
ACSI American Customer Satisfaction ETF 4.0 65 -30 4.8 +1.2
SAMM Strategas Macro Momentum ETF 4.0 66 -31 1.8 -1.7
PPH VanEck Pharmaceutical ETF 4.0 36 -1 6.3 +2.8
IMCV iShares Morningstar Mid-Cap Value ETF 4.0 6 29 7.4 +3.8
IJK iShares S&P Mid-Cap 400 Growth ETF 4.0 17 18 4.9 +1.3
MGV Vanguard Mega Cap Value ETF 4.0 7 28 5.8 +2.2
SAMT Strategas Macro Thematic Opportunities ETF 4.0 65 -30 2.1 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 4.0 39 -4 6.0 +2.4
SYLD Cambria Shareholder Yield ETF 4.0 59 -24 11.3 +7.7
GVLU Gotham 1000 Value ETF 4.0 50 -15 8.3 +4.8
DFUV Dimensional US Marketwide Value ETF 3.9 22 13 6.5 +2.9
VTV Vanguard Value ETF 3.9 4 31 6.1 +2.5
GDIV Harbor Dividend Growth Leaders ETF 3.9 50 -15 4.5 +0.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.9 15 20 5.0 +1.4
RECS Columbia Research Enhanced Core ETF 3.9 15 20 5.0 +1.5
NUDV Nuveen ESG Dividend ETF 3.9 26 9 6.8 +3.2
DFLV Dimensional US Large Cap Value ETF 3.9 22 13 6.6 +3.0
ZECP Zacks Earnings Consistent Portfolio ETF 3.9 55 -20 4.2 +0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.9 75 -40 6.4 +2.9
HRTS Tema Heart & Health ETF 3.8 75 -40 1.9 -1.7
CCFE Concourse Capital Focused Equity ETF 3.8 95 -60 2.2 -1.4
ABLS Abacus FCF Small Cap Leaders ETF 3.8 59 -24 5.1 +1.6
USMF WisdomTree U.S. Multifactor Fund 3.8 28 7 6.4 +2.9
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 5.7 +2.1
JPSV JPMorgan Active Small Cap Value ETF 3.8 74 -39 7.8 +4.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.8 55 -20 9.3 +5.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.7 15 20 4.9 +1.3
GSPY Gotham Enhanced 500 ETF 3.7 50 -15 4.4 +0.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.7 40 -5 6.9 +3.3
VLUE iShares MSCI USA Value Factor ETF 3.7 15 20 8.0 +4.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.7 18 17 5.7 +2.1
SIXS ETC 6 Meridian Small Cap Equity ETF 3.7 89 -54 8.7 +5.1
VOE Vanguard Mid-Cap Value ETF 3.7 7 28 7.0 +3.5
VTWG Vanguard Russell 2000 Growth ETF 3.7 10 25 0.8 -2.8
ARKG ARK Genomic Revolution ETF 3.6 75 -40 -5.0 -8.6
HELX Franklin Genomic Advancements ETF 3.6 50 -15 -0.4 -3.9
VALQ American Century U.S. Quality Value ETF 3.6 29 6 6.8 +3.2
FAB First Trust Multi Cap Value AlphaDEX Fund 3.6 67 -32 8.9 +5.4
FCPI Fidelity Stocks for Inflation ETF 3.6 15 20 6.9 +3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 11 7.5 +3.9
WCEO Hypatia Women CEO ETF 3.6 85 -50 2.9 -0.7
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 1.5 -2.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.6 60 -25 5.7 +2.2
SFGV Sequoia Global Value ETF 3.5 23 12 7.6 +4.1
ALIL Argent Focused Small Cap ETF 3.5 74 -39 5.7 +2.2
XOEF iShares S&P 500 ex S&P 100 ETF 3.5 20 15 4.9 +1.3
VOOV Vanguard S&P 500 Value ETF 3.5 7 28 5.6 +2.0
LGCF Themes US Cash Flow Champions ETF 3.5 30 5 7.3 +3.7
NULV Nuveen ESG Large-Cap Value ETF 3.4 26 9 5.6 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.4 70 -35 1.7 -1.9
BGDV Bahl & Gaynor Dividend ETF 3.4 45 -10 4.0 +0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 10 5.5 +1.9
TAX Cambria Tax Aware ETF 3.4 49 -14 5.1 +1.5
AFLG First Trust Active Factor Large Cap ETF 3.4 55 -20 5.4 +1.9
GPT Intelligent Alpha Atlas ETF 3.4 69 -34 4.9 +1.4
LCF Touchstone US Large Cap Focused ETF 3.3 69 -34 3.6 +0.0
IVE iShares S&P 500 Value ETF 3.3 18 17 5.5 +1.9
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 6.0 +2.4
BMED Future Health ETF 3.3 85 -50 0.2 -3.4
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 -14 5.9 +2.3
DWLD Davis Select Worldwide ETF 3.3 63 -28 6.3 +2.7
DGRO iShares Core Dividend Growth ETF 3.3 8 27 5.9 +2.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.3 4 31 5.6 +2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 6 5.7 +2.1
JVAL JPMorgan U.S. Value Factor ETF 3.3 12 23 7.0 +3.4
PRXV Praxis Impact Large Cap Value ETF 3.2 36 -1 5.9 +2.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.2 29 6 7.2 +3.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 10 7.0 +3.5
FYX First Trust Small Cap Core AlphaDEX Fund 3.2 61 -26 5.1 +1.6
FNX First Trust Mid Cap Core AlphaDEX Fund 3.2 60 -25 6.0 +2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 15 4.8 +1.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 4 6.2 +2.6
ISCG iShares Morningstar Small-Cap Growth ETF 3.2 6 29 2.5 -1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.1 39 -4 4.4 +0.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.1 59 -24 5.5 +1.9
IWP iShares Russell Mid-Cap Growth ETF 3.1 23 12 2.6 -1.0
IUSV iShares Core S&P US Value ETF 3.1 4 31 5.7 +2.2
EQRR ProShares Equities for Rising Rates ETF 3.1 35 0 6.8 +3.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 9.1 +5.5
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 22 2.5 -1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.1 43 -8 5.2 +1.7
RSSL Global X Russell 2000 ETF 3.1 8 27 3.2 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 0 5.4 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.0 40 -5 5.3 +1.7
CVAR Cultivar ETF 3.0 87 -52 6.8 +3.2
IWX iShares Russell Top 200 Value ETF 3.0 20 15 5.3 +1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.0 30 5 7.1 +3.5
VEGN US Vegan Climate ETF 3.0 60 -25 3.8 +0.2
AFMC First Trust Active Factor Mid Cap ETF 3.0 65 -30 7.1 +3.6
AKAF The Frontier Economic Fund 3.0 20 15 5.6 +2.1
IWM iShares Russell 2000 ETF 3.0 19 16 3.2 -0.3
ROSC Hartford Multifactor Small Cap ETF 3.0 34 1 8.1 +4.5
THRO iShares U.S. Thematic Rotation Active ETF 3.0 90 -55 3.0 -0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.0 50 -15 7.8 +4.2
BUZZ VanEck Social Sentiment ETF 3.0 75 -40 -0.8 -4.3
QLC FlexShares US Quality Large Cap Index Fund 3.0 25 10 4.5 +1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.0 35 0 4.4 +0.9
VYM Vanguard High Dividend Yield Index ETF 2.9 6 29 6.4 +2.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 5.2 +1.7
FDLS Inspire Fidelis Multi Factor ETF 2.9 76 -41 4.1 +0.6
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.2 +1.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.9 35 0 6.4 +2.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.9 70 -35 9.6 +6.0
DIVB iShares Core Dividend ETF 2.9 5 30 7.4 +3.8
FDMO Fidelity Momentum Factor ETF 2.9 15 20 3.0 -0.6
VIG Vanguard Dividend Appreciation ETF 2.9 5 30 4.9 +1.3
DVND Touchstone Dividend Select ETF 2.9 67 -32 5.0 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 5 5.2 +1.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 -25 5.3 +1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.9 15 20 5.3 +1.8
FLV American Century Focused Large Cap Value ETF 2.9 42 -7 6.2 +2.6
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.4 +0.8
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -40 6.6 +3.0
IMCB iShares Morningstar Mid-Cap ETF 2.8 4 31 5.6 +2.0
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 31 6.1 +2.5
LOWV AB US Low Volatility Equity ETF 2.8 48 -13 4.6 +1.0
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 20 6.2 +2.6
FSCS First Trust SMID Capital Strength ETF 2.8 60 -25 6.2 +2.7
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 20 6.1 +2.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -24 5.1 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.8 10 25 5.1 +1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 31 5.2 +1.6
HYP Golden Eagle Dynamic Hypergrowth ETF 2.7 85 -50 -1.1 -4.7
RNMC First Trust Mid Cap US Equity Select ETF 2.7 60 -25 6.0 +2.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 17 4.7 +1.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.7 60 -25 6.8 +3.2
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.7 +0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 18 5.3 +1.8
VAMO Cambria Value & Momentum ETF 2.7 61 -26 5.5 +1.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 15 9.3 +5.8
JHMM John Hancock Multifactor Mid Cap ETF 2.7 42 -7 5.5 +1.9
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 6 4.0 +0.4
ILCV iShares Morningstar Value ETF 2.7 4 31 5.6 +2.1
IWD iShares Russell 1000 Value ETF 2.6 19 16 5.7 +2.1
VONV Vanguard Russell 1000 Value ETF 2.6 7 28 5.8 +2.2
GURU Global X Guru Index ETF 2.6 75 -40 2.4 -1.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 20 4.8 +1.2
FBCV Fidelity Blue Chip Value ETF 2.6 59 -24 6.6 +3.0
GQI Natixis Gateway Quality Income ETF 2.6 34 1 4.2 +0.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 23 5.8 +2.2
ALTL Pacer Lunt Large Cap Alternator ETF 2.6 60 -25 4.2 +0.6
VTWO Vanguard Russell 2000 ETF 2.6 7 28 3.3 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 26 5.5 +1.9
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 10 5.6 +2.1
OPTZ Optimize Strategy Index ETF 2.6 50 -15 4.2 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.5 73 -38 10.7 +7.1
SURE AdvisorShares Insiders Advantage ETF 2.5 90 -55 8.4 +4.9
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -30 4.7 +1.1
TEXN iShares Texas Equity ETF 2.5 20 15 5.7 +2.1
JSML Janus Henderson Small Cap Growth Alpha ETF 2.5 30 5 7.1 +3.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 -15 3.3 -0.3
FPX First Trust US Equity Opportunities ETF 2.5 61 -26 0.8 -2.8
SPXT ProShares S&P 500 Ex-Technology ETF 2.5 9 26 4.9 +1.3
PRAY FIS Christian Stock Fund 2.5 69 -34 4.4 +0.8
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 10.5 +7.0
PFM Invesco Dividend Achievers ETF 2.5 53 -18 4.7 +1.1
NUSC Nuveen ESG Small-Cap ETF 2.5 31 4 4.6 +1.1
FVAL Fidelity Value Factor ETF 2.5 15 20 5.8 +2.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.4 28 7 4.9 +1.3
GLBL Pacer MSCI World Industry Advantage ETF 2.4 65 -30 3.5 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 28 5.1 +1.5
VSLU Applied Finance Valuation Large Cap ETF 2.4 49 -14 4.7 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 17 6.0 +2.4
DSPY Tema S&P 500 Historical Weight ETF 2.4 18 17 4.5 +0.9
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 26 5.6 +2.0
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 23 3.8 +0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.4 19 16 4.8 +1.2
TMAT Main Thematic Innovation ETF 2.4 164 -129 -1.5 -5.1
SIZE iShares MSCI USA Size Factor ETF 2.4 15 20 5.5 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 6.4 +2.8
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -25 5.1 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 20 7.0 +3.5
COPY Tweedy, Browne Insider + Value ETF 2.4 80 -45 10.5 +6.9
DFAS Dimensional U.S. Small Cap ETF 2.4 26 9 5.9 +2.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -40 2.2 -1.3
VBK Vanguard Small-Cap Growth ETF 2.3 7 28 1.5 -2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.3 25 10 4.2 +0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 23 6.2 +2.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 5.4 +1.8
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.2 +1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 0 4.5 +1.0
STXM Strive Mid-Cap ETF 2.3 18 17 5.5 +2.0
SFYX SoFi Next 500 ETF 2.3 0 35 5.1 +1.5
LRGC AB US Large Cap Strategic Equities ETF 2.3 48 -13 3.8 +0.2
STXK Strive Small-Cap ETF 2.2 18 17 5.4 +1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 8.7 +5.1
DFSU Dimensional US Sustainability Core 1 ETF 2.2 18 17 4.5 +1.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.2 49 -14 5.9 +2.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.2 64 -29 0.9 -2.7
AGNG Global X Aging Population ETF 2.2 50 -15 3.9 +0.3
QGRO American Century U.S. Quality Growth ETF 2.2 29 6 3.0 -0.6
VO Vanguard Mid-Cap ETF 2.2 4 31 5.3 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 6.9 +3.3
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 12 5.2 +1.6
TIME Clockwise Core Equity & Innovation ETF 2.2 95 -60 3.2 -0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.2 79 -44 4.8 +1.2
IWR iShares Russell Midcap ETF 2.2 19 16 5.5 +1.9
DTD WisdomTree U.S. Total Dividend Fund 2.2 28 7 5.7 +2.1
VB Vanguard Small-Cap ETF 2.1 5 30 5.3 +1.8
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 -25 8.5 +5.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 10 25 4.9 +1.3
IJR iShares Core S&P Small Cap ETF 2.1 6 29 6.8 +3.3
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -40 4.8 +1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 58 -23 5.0 +1.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 26 3.5 -0.0
MDY SPDR S&P Midcap 400 ETF Trust 2.1 24 11 6.1 +2.6
JHML John Hancock Multifactor Large Cap ETF 2.1 29 6 4.7 +1.1
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 0 3.7 +0.1
IJH iShares Core S&P Mid-Cap ETF 2.1 5 30 6.3 +2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.1 52 -17 5.0 +1.5
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 17 6.0 +2.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.1 39 -4 2.8 -0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.1 80 -45 6.9 +3.3
SCHA Schwab U.S. Small-Cap ETF 2.1 4 31 5.0 +1.4
WLDR Affinity World Leaders Equity ETF 2.1 67 -32 6.5 +2.9
FMTM MarketDesk Focused U.S. Momentum ETF 2.1 45 -10 3.3 -0.3
BEEX BeeHive ETF 2.1 84 -49 3.6 +0.1
DIVE Dana Concentrated Dividend ETF 2.1 65 -30 6.8 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.5 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 31 6.0 +2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.1 25 10 10.8 +7.3
TOPC iShares S&P 500 3% Capped ETF 2.1 15 20 4.4 +0.9
SXQG ETC 6 Meridian Quality Growth ETF 2.0 100 -65 3.8 +0.3
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -7 3.9 +0.4
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.5 +1.9
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 28 6.9 +3.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 32 6.9 +3.3
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -25 6.6 +3.0
SEMG Suncoast Select Growth ETF 2.0 60 -25 3.3 -0.3
USSE Segall Bryant & Hamill Select Equity ETF 2.0 65 -30 3.3 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 7 28 6.4 +2.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 23 6.8 +3.2
KONG Formidable Fortress ETF 2.0 89 -54 5.0 +1.4
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -20 5.1 +1.6
DIVZ TrueShares Low Volatility Equity Income ETF 2.0 65 -30 6.1 +2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 28 6.9 +3.3
LGRO Level Four Large Cap Growth Active ETF 2.0 55 -20 3.3 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 2.0 50 -15 4.6 +1.1
DIA SPDR Dow Jones Industrial Average ETF 2.0 16 19 4.7 +1.1
SFYF SoFi Social 50 ETF 2.0 29 6 0.9 -2.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.0 15 20 4.4 +0.8
TBG TBG Dividend Focus ETF 2.0 59 -24 7.3 +3.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 2.6 -0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -4 11.0 +7.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -10 9.9 +6.4
RJMG FT Raymond James Multicap Growth Equity ETF 2.0 85 -50 2.2 -1.3
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 6 10.8 +7.3
VBR Vanguard Small Cap Value ETF 2.0 7 28 8.1 +4.5
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 -1 8.9 +5.3
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -45 5.2 +1.7
YALL God Bless America ETF 2.0 65 -30 4.0 +0.4
ABIG Argent Large Cap ETF 2.0 49 -14 4.1 +0.5
JPEF JPMorgan Equity Focus ETF 2.0 50 -15 3.8 +0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.0 3 32 6.4 +2.8
FFTY Innovator IBD 50 ETF 2.0 80 -45 -1.8 -5.3
SPIT F/m Emerald Special Situations ETF 2.0 105 -70 -0.9 -4.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -25 3.6 +0.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -33 1.7 -1.9
SWP SWP Growth & Income ETF 2.0 99 -64 3.7 +0.1
PAWZ ProShares Pet Care ETF 2.0 50 -15 3.5 -0.0
MID American Century Mid Cap Growth Impact ETF 2.0 45 -10 2.9 -0.7
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 4.1 +0.5
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 5.0 +1.4
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 15 8.3 +4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -60 -0.4 -4.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.0 20 15 4.6 +1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -25 4.2 +0.6
QLV FlexShares US Quality Low Volatility Index Fund 2.0 22 13 5.1 +1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 26 4.6 +1.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 30 7.3 +3.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 26 4.1 +0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 20 5.3 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 8.8 +5.2
KNO AXS Knowledge Leaders ETF 1.9 78 -43 5.1 +1.5
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 20 6.1 +2.6
ISMD Inspire Small/Mid Cap ETF 1.9 54 -19 4.8 +1.2
TMFM Motley Fool Mid-Cap Growth ETF 1.9 85 -50 2.5 -1.1
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -50 2.3 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 4.4 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 10 4.7 +1.2
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 20 4.1 +0.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 9.7 +6.1
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.4 +0.9
SFTY Horizon Managed Risk ETF 1.9 77 -42 3.5 -0.1
STOX Horizon Core Equity ETF 1.9 70 -35 3.6 -0.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 6.6 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 -3 3.9 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.9 10 25 4.5 +0.9
IPO Renaissance IPO ETF 1.9 60 -25 2.7 -0.9
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.1 +1.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.9 75 -40 4.0 +0.4
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 8.4 +4.8
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.4 +0.9
XVV iShares ESG Screened S&P 500 ETF 1.8 8 27 4.1 +0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.8 35 0 5.7 +2.2
EZM WisdomTree U.S. MidCap Fund 1.8 38 -3 7.7 +4.2
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 25 4.3 +0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.3 +0.8
STXD Strive 1000 Dividend Growth ETF 1.8 35 0 4.3 +0.7
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -8 3.6 +0.1
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 6.4 +2.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -14 4.0 +0.4
FINX Global X FinTech ETF 1.8 68 -33 2.5 -1.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.8 7 28 10.3 +6.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.8 12 23 5.5 +1.9
RAUS RACWI US ETF 1.7 15 20 4.2 +0.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.7 47 -12 8.4 +4.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.7 60 -25 6.1 +2.6
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -7 5.9 +2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.7 15 20 7.2 +3.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 6.6 +3.1
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -54 4.2 +0.7
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -10 4.7 +1.1
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 4.3 +0.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.7 35 0 6.9 +3.4
IBUY Amplify Online Retail ETF 1.7 65 -30 1.3 -2.3
THNR Amplify Weight Loss Drug & Treatment ETF 1.7 59 -24 5.7 +2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 6.9 +3.4
ABFL Abacus FCF Leaders ETF 1.7 59 -24 3.8 +0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.7 24 11 6.6 +3.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.1 +0.5
CHRI Global X S&P 500 Christian Values ETF 1.7 29 6 3.9 +0.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 15 4.0 +0.4
APUE ActivePassive U.S. Equity ETF 1.7 45 -10 3.9 +0.4
TMFX Motley Fool Next Index ETF 1.7 50 -15 2.7 -0.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 4.7 +1.2
CGGR Capital Group Growth ETF 1.7 39 -4 2.7 -0.9
TPHD Timothy Plan High Dividend Stock ETF 1.7 52 -17 6.6 +3.0
IWV iShares Russell 3000 ETF 1.7 20 15 4.1 +0.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 4.4 +0.8
VTI Vanguard Total Stock Market ETF 1.7 3 32 4.2 +0.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -12 5.8 +2.2
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.1 +0.5
IVV iShares Core S&P 500 ETF 1.7 3 32 4.2 +0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.2 +0.6
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.3 +0.8
VOO Vanguard S&P 500 ETF 1.7 3 32 4.3 +0.7
PBUS Invesco MSCI USA ETF 1.7 4 31 4.2 +0.6
VTHR Vanguard Russell 3000 ETF 1.7 7 28 4.2 +0.6
SPY SPDR S&P 500 ETF 1.7 9 26 4.2 +0.6
MBOX Freedom Day Dividend ETF 1.7 39 -4 6.9 +3.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.9 +4.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 33 4.3 +0.7
ANEW ProShares MSCI Transformational Changes ETF 1.6 45 -10 4.5 +1.0
DFUS Dimensional U.S. Equity ETF 1.6 9 26 4.1 +0.6
SCHB Schwab U.S. Broad Market ETF 1.6 3 32 4.3 +0.7
SCHK Schwab 1000 Index ETF 1.6 5 30 4.3 +0.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.6 49 -14 4.7 +1.2
DHS WisdomTree U.S. High Dividend Fund 1.6 38 -3 7.4 +3.9
KRMA Global X Conscious Companies ETF 1.6 43 -8 5.2 +1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.2 +0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 7.9 +4.3
DXUV Dimensional US Vector Equity ETF 1.6 28 7 5.3 +1.7
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 6 6.8 +3.2
VV Vanguard Large-Cap ETF 1.6 4 31 4.2 +0.6
SCHX Schwab U.S. Large-Cap ETF 1.6 3 32 4.3 +0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 21 4.2 +0.6
IWB iShares Russell 1000 ETF 1.6 15 20 4.2 +0.6
VXF Vanguard Extended Market ETF 1.6 5 30 3.9 +0.4
STRV Strive 500 ETF 1.6 5 30 4.1 +0.6
VONE Vanguard Russell 1000 ETF 1.6 7 28 4.3 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 28 4.2 +0.6
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 6.3 +2.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.6 70 -35 4.6 +1.1
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 32 4.2 +0.6
GXLC Global X U.S. 500 ETF 1.6 2 33 4.1 +0.6
EES WisdomTree U.S. SmallCap Fund 1.6 38 -3 7.7 +4.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 3.8 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 33 4.3 +0.7
DFVX Dimensional US Large Cap Vector ETF 1.6 22 13 5.4 +1.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -0.9 -4.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.2 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 35 4.3 +0.7
VOTE TCW Transform 500 ETF 1.6 5 30 4.2 +0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 17 4.0 +0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -25 9.1 +5.5
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.7 +1.1
WDIV SPDR S&P Global Dividend ETF 1.5 40 -5 8.4 +4.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 31 3.0 -0.5
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 7 9.0 +5.5
DEEP Roundhill Acquirers Deep Value ETF 1.5 80 -45 18.0 +14.4
DVY iShares Select Dividend ETF 1.5 38 -3 8.5 +4.9
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 29 3.6 +0.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 6.8 +3.3
IJS iShares S&P Small-Cap 600 Value ETF 1.5 18 17 8.9 +5.3
TOLL Tema Durable Quality ETF 1.5 75 -40 4.2 +0.6
AIEQ AI Powered Equity ETF 1.5 75 -40 4.0 +0.5
MGC Vanguard Mega Cap ETF 1.5 7 28 3.9 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 5 5.8 +2.2
LRGF iShares U.S. Equity Factor ETF 1.5 8 27 4.7 +1.2
RVRB Reverb ETF 1.5 30 5 4.0 +0.4
ISCV iShares Morningstar Small Cap Value ETF 1.5 6 29 7.7 +4.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -30 2.9 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -40 3.3 -0.3
CGGO Capital Group Global Growth Equity ETF 1.5 47 -12 3.8 +0.2
TMFC Motley Fool 100 Index ETF 1.5 50 -15 2.9 -0.7
IWL iShares Russell Top 200 ETF 1.5 15 20 3.9 +0.3
BFOR ALPS Barron's 400 ETF 1.5 65 -30 5.0 +1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 26 4.2 +0.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 3.4 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.4 15 20 4.6 +1.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.4 15 20 8.9 +5.3
ACVF American Conservative Values ETF 1.4 75 -40 3.6 +0.1
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.1 +0.5
NIXT Research Affiliates Deletions ETF 1.4 9 26 7.5 +3.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.4 35 0 5.0 +1.4
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 20 5.0 +1.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.4 35 0 6.8 +3.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.1 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.3 +0.8
EBI Longview Advantage ETF 1.4 35 0 5.8 +2.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 -3 7.3 +3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 0 7.3 +3.7
VSDA VictoryShares Dividend Accelerator ETF 1.3 35 0 6.7 +3.2
HDUS Hartford Disciplined US Equity ETF 1.3 19 16 5.0 +1.4
SFY SoFi Select 500 ETF 1.3 0 35 3.8 +0.2
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -13 3.7 +0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 27 4.3 +0.7
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 10 4.7 +1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.3 60 -25 8.8 +5.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 28 4.4 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 31 5.2 +1.6
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -15 5.3 +1.7
DGT State Street SPDR Global Dow ETF 1.3 50 -15 6.0 +2.5
FVD First Trust Value Line Dividend Index Fund 1.3 65 -30 5.8 +2.2
RJDI RJ Eagle GCM Dividend Select Income ETF 1.3 55 -20 4.9 +1.3
GLOF iShares Global Equity Factor ETF 1.3 20 15 5.9 +2.4
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 15 7.7 +4.1
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.3 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 26 4.5 +1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.2 10 25 7.9 +4.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.2 30 5 4.0 +0.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 23 3.4 -0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.0 +1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 -2 5.3 +1.7
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 20 2.7 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 4.1 +0.5
QTUM Defiance Quantum ETF 1.2 40 -5 4.3 +0.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.2 59 -24 8.7 +5.2
URTH iShares MSCI World ETF 1.2 24 11 4.4 +0.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 2.8 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 25 4.2 +0.6
SUSA iShares MSCI USA ESG Select ETF 1.1 25 10 3.9 +0.4
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 8.5 +5.0
VTWV Vanguard Russell 2000 Value ETF 1.1 10 25 6.0 +2.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.1 12 23 6.9 +3.3
IWN iShares Russell 2000 Value ETF 1.1 24 11 5.9 +2.3
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -44 3.3 -0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 54 -19 6.5 +3.0
SDY State Street SPDR S&P Dividend ETF 1.1 35 0 6.3 +2.8
CGDG Capital Group Dividend Growers ETF 1.1 47 -12 5.4 +1.9
USCF Themes US Cash Flow Champions ETF 1.1 29 6 7.7 +4.2
GOP Unusual Whales Subversive Republican Trading ETF 1.1 50 -15 4.7 +1.1
FDWM Fidelity Women's Leadership ETF 1.1 59 -24 4.2 +0.6
FDLO Fidelity Low Volatility Factor ETF 1.1 15 20 4.8 +1.3
DFSV Dimensional US Small Cap Value ETF 1.0 31 4 9.4 +5.9
CGV Conductor Global Equity Value ETF 1.0 130 -95 7.0 +3.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -25 3.4 -0.1
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.7 +1.2
VT Vanguard Total World Stock ETF 1.0 6 29 5.1 +1.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.0 49 -14 9.8 +6.3
JGLO JPMorgan Global Select Equity ETF 1.0 33 2 4.3 +0.8
CHGX AXS Change Finance ESG ETF 1.0 49 -14 4.4 +0.8
AVUS Avantis U.S. Equity ETF 1.0 15 20 5.0 +1.4
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 20 4.4 +0.8
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.3 -0.3
OEF iShares S&P 100 ETF 1.0 20 15 3.8 +0.2
BGRO iShares Large Cap Growth Active ETF 1.0 55 -20 2.0 -1.6
DEMZ Democratic Large Cap Core ETF 1.0 45 -10 3.8 +0.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.1 +3.6
SGLC SGI U.S. Large Cap Core ETF 0.9 85 -50 3.3 -0.3
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -25 4.9 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 4.9 +1.3
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 3.5 -0.1
WISE Themes Generative Artificial Intelligence ETF 0.9 35 0 -0.4 -4.0
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 25 3.9 +0.4
NULC Nuveen ESG Large-Cap ETF 0.9 21 14 4.4 +0.9
OEI Optimized Equity Income ETF 0.9 75 -40 3.2 -0.4
CGUS Capital Group Core Equity ETF 0.9 33 2 3.8 +0.2
HLAL Wahed FTSE USA Shariah ETF 0.9 50 -15 3.9 +0.3
GINX SGI Enhanced Global Income ETF 0.9 98 -63 7.1 +3.6
FFND Future Fund Active ETF 0.9 100 -65 3.2 -0.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 23 3.6 +0.0
DUHP Dimensional US High Profitability ETF 0.8 21 14 5.0 +1.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 -24 9.2 +5.7
FLRG Fidelity U.S. Multifactor ETF 0.8 15 20 6.0 +2.5
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 4.2 +0.6
SMMD iShares Russell 2500 ETF 0.8 15 20 5.9 +2.3
FDVV Fidelity High Dividend ETF 0.8 15 20 7.1 +3.5
JGRO JPMorgan Active Growth ETF 0.8 44 -9 2.8 -0.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.1 -3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 -10 3.6 0.0
PTL Inspire 500 ETF 0.8 9 26 4.8 +1.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.7 12 23 7.3 +3.7
IWC iShares Micro-Cap ETF 0.7 60 -25 -1.3 -4.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 5 16.1 +12.6
IWF iShares Russell 1000 Growth ETF 0.7 19 16 3.2 -0.4
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 17 4.5 +0.9
CANC Tema Oncology ETF 0.7 75 -40 -2.5 -6.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 8.4 +4.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -13 5.2 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 -3 8.3 +4.8
FBCG Fidelity Blue Chip Growth ETF 0.7 59 -24 2.2 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.8 +1.2
VONG Vanguard Russell 1000 Growth ETF 0.7 7 28 3.4 -0.1
MAGA Point Bridge America First ETF 0.7 72 -37 5.8 +2.2
ARKK ARK Innovation ETF 0.7 75 -40 -2.8 -6.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 6.8 +3.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.0 +1.4
JEPI JPMorgan Equity Premium Income ETF 0.6 35 0 5.0 +1.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -21 5.9 +2.3
CGDV Capital Group Dividend Value ETF 0.6 33 2 4.0 +0.5
DEW WisdomTree Global High Dividend Fund 0.6 58 -23 7.7 +4.2
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 22 5.3 +1.8
ARB AltShares Merger Arbitrage ETF 0.5 77 -42 3.7 +0.2
CZAR Themes Natural Monopoly ETF 0.5 35 0 4.9 +1.3
SBIO ALPS Medical Breakthroughs ETF 0.5 50 -15 0.0 -3.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.5 59 -24 1.6 -2.0
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 2.6 -1.0
OALC OneAscent Large Cap Core ETF 0.5 86 -51 3.4 -0.2
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.0 -0.6
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -17 3.2 -0.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 -5 4.3 +0.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.5 60 -25 4.5 +0.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.5 20 15 2.7 -0.9
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 6.7 +3.1
IWY iShares Russell Top 200 Growth ETF 0.5 20 15 3.2 -0.3
BLES Inspire Global Hope ETF 0.5 61 -26 6.2 +2.6
DSMC Distillate Small/Mid Cash Flow ETF 0.4 55 -20 11.7 +8.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 9.0 +5.5
MILN Global X Millennial Consumer ETF 0.4 50 -15 3.4 -0.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 15 -4.7 -8.2
TINY ProShares Nanotechnology ETF 0.4 58 -23 2.9 -0.7
PPTY US Diversified Real Estate ETF 0.4 53 -18 7.9 +4.3
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 31 3.3 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 23 4.3 +0.8
GEW Cambria Global EW ETF 0.4 29 6 5.4 +1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 2.9 -0.7
AVUQ Avantis U.S. Quality ETF 0.4 15 20 3.5 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -7 4.7 +1.2
CSD Invesco S&P Spin-Off ETF 0.4 65 -30 3.1 -0.4
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 -24 3.6 +0.1
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 -7 3.9 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 4.0 +0.5
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.4 -0.1
JHDV John Hancock U.S. High Dividend ETF 0.3 34 1 6.1 +2.5
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 23 5.1 +1.5
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -12 4.8 +1.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.1 -0.5
IVW iShares S&P 500 Growth ETF 0.2 18 17 3.1 -0.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 3.2 -0.3
BIBL Inspire 100 ETF 0.2 35 0 4.5 +0.9
DAK Dakota Active Equity ETF 0.2 43 -8 3.7 +0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 17 7.8 +4.2
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 4.1 +0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 -3 5.7 +2.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 20 7.8 +4.2
IBB iShares Biotechnology ETF 0.2 45 -10 -0.3 -3.8
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 4.6 +1.1
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 3.3 -0.3
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 3.3 -0.3
STXG Strive 1000 Growth ETF 0.2 18 17 3.1 -0.4
ISRA VanEck Israel ETF 0.1 59 -24 5.8 +2.2
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 10 8.8 +5.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 5 3.8 +0.3
TTAC FCF US Quality ETF 0.1 59 -24 4.9 +1.4
DIVN Horizon Dividend Income ETF 0.1 70 -35 6.9 +3.3
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.2 +0.7
XT iShares Exponential Technologies ETF 0.1 46 -11 4.2 +0.6
VOT Vanguard Mid-Cap Growth ETF 0.1 7 28 3.0 -0.6
PRXG Praxis Impact Large Cap Growth ETF 0.0 36 -1 2.8 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 17 3.7 +0.1

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.9 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.