SPDR S&P Health Care Services ETF
ALTAR
Score™
6.2% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
21.0x P/Sales
ratio
0.5x
P/BV
ratio
2.3x Div.
yield
0.7%


  • 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) $82
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) $29,918
Large cap (>$10bn) 35.3%
Mid cap ($2-10bn) 39.1%
Small cap (<$2bn) 24.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SELECT MEDICAL HOLDINGS CORP 2.4 %
ENSIGN GROUP INC/THE 2.4 %
AMEDISYS INC 2.3 %
PROGYNY, INC. 2.3 %
PATTERSON COS INC 2.3 %
HUMANA INC 2.3 %
LABCORP HOLDINGS 2.3 %
RADNET INC 2.3 %
QUEST DIAGNOSTICS 2.3 %
ENCOMPASS HEALTH CORPORATION 2.2 %
Total 23.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.6 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
1.2% -3.8% 6.9% -0.5% 5.7%

Market Correlations
versus... Beta R-squared
S&P500 0.96 61%
MSCI EAFE 0.91 51%
MSCI Emg. Mkts. 0.51 16%

Technical Indicators
Recent close $90.91
30d moving avg. $91.00
Annualized volatility 22.2%
Short interest (ETF) 10.7%
Short interest (Underlying) 4.4%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 7
Turnover 0.8%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $24,138

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 607 potential alternatives to the 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™: 6.2%


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 42.4 40 -5 6.2 +0.0
FXH First Trust Health Care AlphaDEX Fund 28.3 62 -27 6.8 +0.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 25.3 40 -5 7.6 +1.4
PSCH Invesco S&P SmallCap Health Care ETF 22.5 29 6 5.3 -0.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 20.4 60 -25 -2.9 -9.1
VFLO VictoryShares Free Cash Flow ETF 17.8 39 -4 8.8 +2.6
FHLC Fidelity MSCI Health Care Index ETF 14.4 8 27 5.6 -0.7
VHT Vanguard Health Care ETF 14.2 10 25 5.4 -0.9
XLV Health Care Select Sector SPDR Fund 14.1 9 26 6.9 +0.6
RWL Invesco S&P 500 Revenue ETF 13.3 39 -4 6.7 +0.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 12.9 60 -25 7.3 +1.1
EDOC Global X Telemedicine & Digital Health ETF Registered 11.8 68 -33 -4.3 -10.5
SMRI Bushido Capital US Equity ETF 11.7 71 -36 9.6 +3.4
RPV Invesco S&P 500 Pure Value ETF 11.3 35 0 10.0 +3.8
IYH iShares U.S. Healthcare ETF 11.1 40 -5 6.0 -0.3
IXJ iShares Global Healthcare ETF 10.7 42 -7 5.9 -0.4
IPDP Dividend Performers ETF 10.1 122 -87 5.3 -1.0
HART IQ Healthy Hearts ETF 9.7 45 -10 5.2 -1.0
FMED Fidelity Disruptive Medicine ETF 9.5 50 -15 -0.1 -6.4
FBCV Fidelity Blue Chip Value ETF 9.1 59 -24 7.4 +1.2
SPVU Invesco S&P 500 Enhanced Value ETF 9.1 13 22 9.5 +3.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.0 29 6 8.3 +2.1
SPVM Invesco S&P 500 Value with Momentum ETF 8.9 39 -4 8.5 +2.3
PINK Simplify Health Care ETF 8.6 50 -15 1.2 -5.0
BMED Future Health ETF 8.5 85 -50 -0.3 -6.5
SRHQ SRH U.S. Quality ETF 8.4 35 0 7.9 +1.7
WTV WisdomTree US Value Fund of Benef Interest 8.4 12 23 9.4 +3.2
HKND Humankind US Stock ETF 8.2 11 24 7.1 +0.9
FDHT Fidelity Digital Health ETF 8.1 39 -4 -1.9 -8.1
QVAL Alpha Architect US Quantitative Value ETF 7.9 39 -4 11.5 +5.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.8 20 15 4.4 -1.8
RTH VanEck Retail ETF 7.8 35 0 6.2 -0.0
SIXL ETC 6 Meridian Low Beta Equity ETF 7.6 80 -45 4.8 -1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.6 60 -25 10.6 +4.4
ULVM VictoryShares US Value Momentum ETF 7.3 20 15 7.4 +1.2
HLGE Hartford Longevity Economy ETF 7.2 44 -9 5.9 -0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 20 6.6 +0.4
DSTL Distillate US Fundamental Stability & Value ETF 7.1 39 -4 7.7 +1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.1 15 20 9.7 +3.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.1 20 15 8.0 +1.8
PKW Invesco Buyback Achievers ETF 7.1 62 -27 7.2 +1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.0 60 -25 4.3 -1.9
QLTY GMO U.S. Quality ETF 6.9 50 -15 4.2 -2.0
ROE Astoria US Quality Kings ETF 6.8 49 -14 7.7 +1.4
TXS Texas Capital Texas Equity Index ETF 6.8 49 -14 5.2 -1.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.7 55 -20 3.9 -2.3
DUSA Davis Select U.S. Equity ETF 6.7 61 -26 7.1 +0.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.6 65 -30 -1.1 -7.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.6 75 -40 7.4 +1.1
IUS Invesco RAFI Strategic US ETF 6.6 19 16 7.1 +0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.4 48 -13 5.2 -1.0
EQRR ProShares Equities for Rising Rates ETF 6.4 35 0 8.2 +2.0
MEDI Harbor Health Care ETF 6.4 80 -45 1.4 -4.8
WLDR Affinity World Leaders Equity ETF 6.3 67 -32 8.2 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 6.3 60 -25 7.4 +1.2
OSCV Opus Small Cap Value ETF 6.2 79 -44 6.3 +0.0
POWA Invesco Bloomberg Pricing Power ETF 6.2 40 -5 5.6 -0.7
NULV Nuveen ESG Large-Cap Value ETF 6.2 26 9 7.0 +0.8
IYK iShares U.S. Consumer Staples ETF 6.0 40 -5 6.7 +0.5
GERM ETFMG Treatments Testing and Advancements ETF 6.0 68 -33 -5.0 -11.2
VLUE iShares MSCI USA Value Factor ETF 5.9 15 20 10.5 +4.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.9 18 17 5.8 -0.4
JSML Janus Henderson Small Cap Growth Alpha ETF 5.7 30 5 7.4 +1.2
FVAL Fidelity Value Factor ETF 5.6 15 20 7.2 +1.0
PWV Invesco Large Cap Value ETF 5.6 55 -20 8.1 +1.9
FCPI Fidelity Stocks for Inflation ETF 5.6 15 20 8.3 +2.1
ROUS Hartford Multifactor US Equity ETF 5.6 19 16 6.9 +0.7
FLDZ RiverNorth Patriot ETF 5.5 75 -40 5.7 -0.6
SNPV Xtrackers S&P 500 Value ESG ETF 5.5 15 20 6.7 +0.4
EVUS iShares ESG Aware MSCI USA Value ETF 5.5 18 17 6.7 +0.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.5 52 -17 6.9 +0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.5 25 10 7.7 +1.5
DEUS Xtrackers Russell US Multifactor ETF 5.4 17 18 7.1 +0.9
USMF WisdomTree U.S. Multifactor Fund 5.3 28 7 7.6 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 22 5.2 -1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.3 19 16 6.4 +0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.3 30 5 6.8 +0.6
VALQ American Century U.S. Quality Value ETF 5.3 29 6 7.5 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 5.2 15 20 5.8 -0.4
VTV Vanguard Value ETF 5.2 4 31 6.8 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 5.1 29 6 7.0 +0.8
MGV Vanguard Mega Cap Value ETF 5.1 7 28 6.7 +0.4
SAGP Strategas Global Policy Opportunities ETF 5.0 65 -30 5.3 -0.9
JAVA JPMorgan Active Value ETF 5.0 44 -9 6.1 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.0 35 0 6.3 +0.1
LCF Touchstone US Large Cap Focused ETF 5.0 69 -34 4.2 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.0 20 15 6.2 -0.0
FFLC Fidelity Fundamental Large Cap Core ETF 5.0 38 -3 4.9 -1.4
DWLD Davis Select Worldwide ETF 5.0 63 -28 6.7 +0.4
JVAL JPMorgan U.S. Value Factor ETF 4.9 12 23 8.2 +2.0
ROSC Hartford Multifactor Small Cap ETF 4.9 34 1 9.1 +2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 4.9 20 15 7.2 +0.9
DFLV Dimensional US Large Cap Value ETF 4.8 22 13 7.8 +1.6
VLU SPDR S&P 1500 Value Tilt ETF 4.8 12 23 7.1 +0.9
FMIL Fidelity New Millennium ETF 4.7 59 -24 4.5 -1.7
QUS SPDR MSCI USA StrategicFactors ETF 4.7 15 20 5.8 -0.4
DVND Touchstone Dividend Select ETF 4.7 67 -32 6.0 -0.3
STXV Strive 1000 Value ETF 4.6 18 17 7.8 +1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.6 15 20 4.7 -1.6
XSMO Invesco S&P SmallCap Momentum ETF 4.6 39 -4 7.5 +1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 4.6 50 -15 4.3 -2.0
PPH VanEck Pharmaceutical ETF 4.6 36 -1 8.3 +2.1
WCEO Hypatia Women CEO ETF 4.6 85 -50 4.9 -1.4
FDWM Fidelity Women's Leadership ETF 4.5 59 -24 4.9 -1.4
IVE iShares S&P 500 Value ETF 4.5 18 17 6.6 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 4.5 4 31 6.7 +0.5
IWX iShares Russell Top 200 Value ETF 4.5 20 15 6.5 +0.2
NUDV Nuveen ESG Dividend ETF 4.5 26 9 7.4 +1.2
PRF Invesco FTSE RAFI US 1000 ETF 4.5 39 -4 7.1 +0.9
VOOV Vanguard S&P 500 Value ETF 4.5 10 25 6.6 +0.4
GLRY Inspire Faithward Mid Cap Momentum ETF 4.5 80 -45 8.1 +1.9
ACSI American Customer Satisfaction ETF 4.4 65 -30 4.3 -1.9
RNMC First Trust Mid Cap US Equity Select ETF 4.4 60 -25 7.1 +0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.4 24 11 7.8 +1.6
FLV American Century Focused Large Cap Value ETF 4.4 42 -7 6.7 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.4 18 17 7.5 +1.3
VFVA Vanguard U.S. Value Factor ETF 4.4 13 22 10.7 +4.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.4 75 -40 7.3 +1.1
AFMC First Trust Active Factor Mid Cap ETF 4.4 65 -30 7.3 +1.1
IUSV iShares Core S&P US Value ETF 4.4 4 31 6.8 +0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 15 6.0 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.3 50 -15 7.0 +0.8
FXG First Trust Consumer Staples AlphaDEX Fund 4.3 63 -28 6.7 +0.5
AHOY Newday Ocean Health ETF 4.3 75 -40 5.5 -0.8
FSST Fidelity Sustainable U.S. Equity ETF 4.3 59 -24 2.8 -3.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.3 35 0 10.3 +4.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.2 60 -25 6.9 +0.7
VEGN US Vegan Climate ETF 4.2 60 -25 4.6 -1.6
FNDX Schwab Fundamental US Large Co. Index ETF 4.1 25 10 7.0 +0.8
VIG Vanguard Dividend Appreciation ETF 4.1 6 29 5.7 -0.5
INEQ Columbia International Equity Income ETF 4.1 45 -10 6.3 +0.1
IWD iShares Russell 1000 Value ETF 4.1 19 16 6.5 +0.3
DFUV Dimensional US Marketwide Value ETF 4.1 22 13 7.7 +1.4
AFLG First Trust Active Factor Large Cap ETF 4.0 55 -20 6.1 -0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.0 25 10 5.5 -0.7
IWO iShares Russell 2000 Growth ETF 4.0 24 11 1.5 -4.7
SPLV Invesco S&P 500 Low Volatility ETF 4.0 25 10 5.4 -0.8
AFSM First Trust Active Factor Small Cap ETF 4.0 75 -40 7.0 +0.8
FNDB Schwab Fundamental US Broad Market Index ETF 4.0 25 10 6.9 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 4.0 60 -25 5.0 -1.2
KRMA Global X Conscious Companies ETF 4.0 43 -8 5.6 -0.6
ILCV iShares Morningstar Value ETF 4.0 4 31 6.4 +0.2
QLC FlexShares US Quality Large Cap Index Fund 4.0 25 10 5.4 -0.8
REVS Columbia Research Enhanced Value ETF 3.9 19 16 7.7 +1.5
FELV Fidelity Enhanced Large Cap Value ETF 3.9 18 17 6.5 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.9 50 -15 7.7 +1.5
VFMF Vanguard U.S. Multifactor ETF 3.9 18 17 8.7 +2.5
ITAN Sparkline Intangible Value ETF 3.9 50 -15 6.4 +0.2
VTWG Vanguard Russell 2000 Growth ETF 3.9 15 20 1.5 -4.7
SSPY Syntax Stratified LargeCap ETF 3.9 30 5 6.5 +0.3
GVLU Gotham 1000 Value ETF 3.9 50 -15 7.7 +1.5
RFFC ALPS Active Equity Opportunity ETF 3.9 48 -13 4.2 -2.0
FLQL Franklin LibertyQ U.S. Equity ETF 3.9 15 20 5.6 -0.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.8 40 -5 7.6 +1.3
IJT iShares S&P Small-Cap 600 Growth ETF 3.8 18 17 6.5 +0.3
FTCS First Trust Capital Strength ETF 3.8 55 -20 5.6 -0.7
RUFF Alpha Dog ETF 3.8 94 -59 4.4 -1.8
SIXS ETC 6 Meridian Small Cap Equity ETF 3.8 89 -54 8.8 +2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 10 5.7 -0.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 4.6 -1.6
IMCV iShares Morningstar Mid-Cap Value ETF 3.7 6 29 8.2 +1.9
PFM Invesco Dividend Achievers ETF 3.7 53 -18 5.5 -0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.7 15 20 6.7 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.7 29 6 9.4 +3.2
KRUZ Unusual Whales Subversive Republican Trading ETF 3.7 75 -40 5.5 -0.7
SLYG SPDR S&P 600 Small Cap Growth ETF 3.7 15 20 6.5 +0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 3.6 60 -25 6.9 +0.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.6 9 26 5.5 -0.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.6 68 -33 0.3 -5.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.6 39 -4 9.4 +3.1
MBOX Freedom Day Dividend ETF 3.6 39 -4 7.7 +1.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.6 59 -24 12.4 +6.1
BKWO BNY Mellon Women's Opportunities ETF 3.6 50 -15 3.8 -2.4
XJR iShares ESG Screened S&P Small-Cap ETF 3.6 12 23 7.5 +1.3
XSLV Invesco S&P SmallCap Low Volatility ETF 3.6 25 10 7.1 +0.8
DFSU Dimensional US Sustainability Core 1 ETF 3.5 18 17 5.5 -0.7
PRAY FIS Christian Stock Fund 3.5 69 -34 5.9 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 3.5 59 -24 8.5 +2.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.4 15 20 8.0 +1.8
STXD Strive 1000 Dividend Growth ETF 3.4 35 0 5.0 -1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.4 29 6 7.1 +0.9
CATH Global X S&P 500 Catholic Values Custom ETF 3.4 29 6 4.9 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.3 80 -45 4.3 -2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -2 4.3 -2.0
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 5 5.8 -0.5
DGRW WisdomTree US Quality Dividend Growth Fund 3.3 28 7 6.0 -0.3
RUNN Running Oak Efficient Growth ETF 3.3 58 -23 5.0 -1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 3.3 75 -40 4.8 -1.4
XMHQ Invesco S&P MidCap Quality ETF 3.3 25 10 6.4 +0.2
VIRS Pacer BioThreat Strategy ETF 3.3 70 -35 6.2 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.3 70 -35 2.2 -4.0
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 23 4.7 -1.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 29 2.5 -3.8
PSC Principal U.S. Small-Cap ETF 3.3 38 -3 6.3 +0.0
FSMD Fidelity Small-Mid Multifactor ETF 3.3 15 20 7.4 +1.1
SSLY Syntax Stratified SmallCap ETF 3.2 40 -5 7.3 +1.1
IJR iShares Core S&P Small Cap ETF 3.2 6 29 7.7 +1.5
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 8 8.9 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 3.2 10 25 7.7 +1.5
EZM WisdomTree U.S. MidCap Fund 3.2 38 -3 8.0 +1.8
ISMD Inspire Small/Mid Cap ETF 3.2 54 -19 5.9 -0.3
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 71 -36 1.0 -5.2
COWS Amplify Cash Flow Dividend Leaders ETF 3.2 0 35 11.4 +5.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.1 48 -13 5.9 -0.3
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 15 6.2 -0.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.1 3 32 7.7 +1.5
SQLV Royce Quant Small-Cap Quality Value ETF 3.1 60 -25 8.2 +2.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.0 25 10 11.6 +5.3
SCHG Schwab U.S. Large-Cap Growth ETF 3.0 4 31 4.2 -2.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 3.0 30 5 11.9 +5.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 3.0 38 -3 5.8 -0.4
AGNG Global X Aging Population ETF 3.0 50 -15 3.9 -2.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.0 30 5 4.6 -1.6
TMFC Motley Fool 100 Index ETF 3.0 50 -15 3.6 -2.6
ESGU iShares ESG Aware MSCI USA ETF 3.0 15 20 5.1 -1.2
EPS WisdomTree U.S. LargeCap Fund 3.0 8 27 6.0 -0.2
NULC Nuveen ESG Large-Cap ETF 3.0 21 14 5.5 -0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.9 15 20 4.8 -1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.9 32 3 4.9 -1.4
FELC Fidelity Enhanced Large Cap Core ETF 2.9 18 17 5.4 -0.8
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 -14 4.9 -1.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.9 29 6 6.1 -0.2
XSHQ Invesco S&P SmallCap Quality ETF 2.9 29 6 8.9 +2.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 18 5.3 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 2.9 42 -7 6.5 +0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.9 9 26 5.5 -0.7
LRGF iShares U.S. Equity Factor ETF 2.9 8 27 5.7 -0.5
GSPY Gotham Enhanced 500 ETF 2.8 50 -15 5.1 -1.1
SPXN ProShares S&P 500 Ex-Financials ETF 2.8 9 26 5.0 -1.2
VOE Vanguard Mid-Cap Value ETF 2.8 7 28 7.4 +1.2
ESIX SPDR S&P SmallCap 600 ESG ETF 2.8 12 23 7.9 +1.7
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 26 4.9 -1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 11 7.4 +1.2
VSLU Applied Finance Valuation Large Cap ETF 2.8 49 -14 5.5 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.8 52 -17 5.5 -0.7
DFAS Dimensional U.S. Small Cap ETF 2.8 26 9 5.9 -0.3
SMOT VanEck Morningstar SMID Moat ETF 2.8 49 -14 6.3 +0.1
VONV Vanguard Russell 1000 Value ETF 2.8 8 27 6.6 +0.4
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 25 5.1 -1.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -25 6.1 -0.1
SHE SPDR MSCI USA Gender Diversity ETF 2.7 20 15 4.9 -1.4
IWM iShares Russell 2000 ETF 2.7 19 16 3.5 -2.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 26 4.7 -1.5
SMDY Syntax Stratified MidCap ETF 2.7 35 0 5.7 -0.6
RSSL Global X Russell 2000 ETF 2.7 8 27 3.1 -3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.7 15 20 8.9 +2.7
DEEP Roundhill Acquirers Deep Value ETF 2.7 80 -45 15.1 +8.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.7 35 0 6.7 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.7 20 15 4.9 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 0 5.9 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 -5 5.9 -0.4
JHML John Hancock Multifactor Large Cap ETF 2.7 29 6 5.4 -0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 31 4 3.8 -2.4
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 26 6.0 -0.2
SIZE iShares MSCI USA Size Factor ETF 2.7 15 20 5.9 -0.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.7 39 -4 8.9 +2.7
CGGR Capital Group Growth ETF 2.6 39 -4 3.4 -2.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 25 5.2 -1.0
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 12 3.9 -2.3
CGGO Capital Group Global Growth Equity ETF 2.6 47 -12 4.4 -1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.6 12 23 5.6 -0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.6 65 -30 5.1 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.6 15 20 6.2 0.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.6 79 -44 5.7 -0.6
CHGX AXS Change Finance ESG ETF 2.6 49 -14 4.9 -1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 24 4.8 -1.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.6 25 10 6.8 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.6 28 7 6.0 -0.2
XMMO Invesco S&P MidCap Momentum ETF 2.6 34 1 5.4 -0.8
IJS iShares S&P Small-Cap 600 Value ETF 2.6 18 17 8.8 +2.6
NTZG Nuveen Global Net Zero Transition ETF 2.6 56 -21 4.6 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 2.6 67 -32 9.5 +3.3
DGRO iShares Core Dividend Growth ETF 2.6 8 27 6.5 +0.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.6 49 -14 10.8 +4.6
XVV iShares ESG Screened S&P 500 ETF 2.5 8 27 4.9 -1.3
VFMO Vanguard U.S. Momentum Factor ETF 2.5 13 22 2.3 -4.0
APUE ActivePassive U.S. Equity ETF 2.5 45 -10 4.8 -1.4
SLYV SPDR S&P 600 Small Cap Value ETF 2.5 15 20 8.8 +2.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.5 39 -4 4.5 -1.7
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 26 4.9 -1.3
MGC Vanguard Mega Cap ETF 2.5 7 28 4.9 -1.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.5 35 0 6.3 +0.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.5 4 31 6.0 -0.3
VOO Vanguard S&P 500 ETF 2.5 3 32 5.2 -1.1
TPSC Timothy Plan US Small Cap Core ETF 2.5 52 -17 7.1 +0.9
FDMO Fidelity Momentum Factor ETF 2.5 15 20 4.0 -2.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.5 17 18 5.5 -0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 10 5.5 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 26 6.0 -0.2
SCHA Schwab U.S. Small-Cap ETF 2.4 4 31 4.7 -1.6
VTWO Vanguard Russell 2000 ETF 2.4 10 25 3.5 -2.8
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 15 10.0 +3.8
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 35 5.1 -1.1
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 7 6.3 +0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 15 4.8 -1.4
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 20 7.5 +1.3
IWR iShares Russell Midcap ETF 2.4 19 16 5.7 -0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 28 5.6 -0.6
GLOF iShares Global Equity Factor ETF 2.4 20 15 6.9 +0.7
VV Vanguard Large-Cap ETF 2.4 4 31 5.1 -1.2
VTHR Vanguard Russell 3000 ETF 2.4 10 25 4.9 -1.3
VONE Vanguard Russell 1000 ETF 2.4 8 27 5.1 -1.1
VTI Vanguard Total Stock Market ETF 2.4 3 32 4.9 -1.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.4 3 32 5.2 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 24 5.0 -1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.3 35 0 6.8 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 28 5.0 -1.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.3 42 -7 6.8 +0.5
AZTD Aztlan Global Stock Selection DM SMID ETF 2.3 75 -40 4.3 -1.9
SPY SPDR S&P 500 ETF Trust 2.3 9 26 5.0 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.3 61 -26 6.2 -0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.3 80 -45 6.4 +0.2
IVV iShares Core S&P 500 ETF 2.3 3 32 5.1 -1.2
DIVY Sound Equity Dividend Income ETF 2.3 45 -10 10.9 +4.7
IJJ iShares S&P Mid-Cap 400 Value ETF 2.3 18 17 7.7 +1.5
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 33 5.1 -1.2
DFAU Dimensional US Core Equity Market ETF 2.3 12 23 5.2 -1.1
IWS iShares Russell Mid-Cap Value ETF 2.3 23 12 6.5 +0.3
ISCB iShares Morningstar Small-Cap ETF 2.3 4 31 5.2 -1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.3 15 20 7.8 +1.6
VBR Vanguard Small Cap Value ETF 2.3 7 28 8.0 +1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.3 15 20 7.0 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.3 59 -24 5.9 -0.3
VOTE TCW Transform 500 ETF 2.3 5 30 5.0 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 33 5.1 -1.2
SURE AdvisorShares Insiders Advantage ETF 2.3 90 -55 10.0 +3.8
DFUS Dimensional U.S. Equity ETF 2.3 9 26 5.0 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 23 6.7 +0.5
PAWZ ProShares Pet Care ETF 2.3 50 -15 3.5 -2.7
GDOC Goldman Sachs Future Health Care Equity ETF 2.3 75 -40 3.3 -3.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.3 106 -71 3.6 -2.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.3 15 20 7.8 +1.6
QUAL iShares MSCI USA Quality Factor ETF 2.3 15 20 5.1 -1.2
STRV Strive 500 ETF 2.3 5 30 5.0 -1.2
PBUS Invesco MSCI USA ETF 2.3 4 31 5.0 -1.2
SCHK Schwab 1000 Index ETF 2.3 5 30 5.1 -1.2
ACVF American Conservative Values ETF 2.2 75 -40 4.3 -1.9
IYY iShares Dow Jones U.S. ETF 2.2 20 15 4.9 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 32 4.9 -1.3
SCHB Schwab U.S. Broad Market ETF 2.2 3 32 5.0 -1.2
IWV iShares Russell 3000 ETF 2.2 20 15 4.8 -1.4
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 32 5.0 -1.2
SFYX SoFi Next 500 ETF 2.2 0 35 5.1 -1.2
VB Vanguard Small-Cap ETF 2.2 5 30 5.3 -1.0
SCHX Schwab U.S. Large-Cap ETF 2.2 3 32 5.1 -1.2
IMCB iShares Morningstar Mid-Cap ETF 2.2 4 31 6.2 -0.0
IWB iShares Russell 1000 ETF 2.2 15 20 4.9 -1.3
TMFM Motley Fool Mid-Cap Growth ETF 2.2 85 -50 3.2 -3.0
TMFS Motley Fool Small-Cap Growth ETF 2.2 85 -50 2.9 -3.4
KONG Formidable Fortress ETF 2.2 89 -54 5.8 -0.4
MDCP VictoryShares THB Mid Cap ESG ETF 2.2 55 -20 5.8 -0.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.2 60 -25 4.5 -1.8
PY Principal Value ETF 2.2 15 20 7.4 +1.2
FTDS First Trust Dividend Strength ETF 2.2 70 -35 9.0 +2.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.2 65 -30 3.6 -2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.2 9 26 4.0 -2.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.2 59 -24 6.8 +0.5
PDP Invesco Dorsey Wright Momentum ETF 2.2 62 -27 3.4 -2.8
CACG ClearBridge All Cap Growth ESG ETF 2.2 54 -19 3.6 -2.6
CGDV Capital Group Dividend Value ETF 2.2 33 2 5.8 -0.5
LRGE ClearBridge Large Cap Growth ESG ETF 2.2 59 -24 3.5 -2.7
USMC Principal U.S. Mega-Cap ETF 2.2 12 23 4.8 -1.4
EDOW First Trust Dow 30 Equal Weight ETF 2.2 50 -15 5.9 -0.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.2 7 28 8.4 +2.1
DIA SPDR Dow Jones Industrial Average ETF Trust 2.2 16 19 5.8 -0.5
DIVZ TrueShares Low Volatility Equity Income ETF 2.2 65 -30 8.5 +2.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.2 15 20 5.7 -0.5
IWL iShares Russell Top 200 ETF 2.2 15 20 4.8 -1.4
SUSA iShares MSCI USA ESG Select ETF 2.2 25 10 5.1 -1.1
FDLO Fidelity Low Volatility Factor ETF 2.1 15 20 5.3 -0.9
VBK Vanguard Small-Cap Growth ETF 2.1 7 28 1.4 -4.8
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 10 6.5 +0.3
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 31 6.3 +0.0
FLRG Fidelity U.S. Multifactor ETF 2.1 15 20 7.5 +1.3
CWS AdvisorShares Focused Equity ETF 2.1 84 -49 4.9 -1.4
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -30 4.5 -1.7
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.1 60 -25 8.3 +2.1
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -44 4.1 -2.1
YALL God Bless America ETF 2.1 65 -30 3.8 -2.5
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 10 4.9 -1.3
FINX Global X FinTech ETF 2.1 68 -33 3.4 -2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 2.1 60 -25 7.0 +0.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -10 5.0 -1.2
IJH iShares Core S&P Mid-Cap ETF 2.1 5 30 6.7 +0.5
MDY SPDR S&P Midcap 400 ETF Trust 2.1 23 12 6.5 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 5.8 -0.4
PTL Inspire 500 ETF 2.1 9 26 5.6 -0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 10 25 6.7 +0.5
JGLO JPMorgan Global Select Equity ETF 2.1 33 2 4.3 -2.0
VONG Vanguard Russell 1000 Growth ETF 2.0 8 27 4.7 -1.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.0 35 0 8.7 +2.4
FVD First Trust Value Line Dividend Index Fund 2.0 65 -30 6.3 +0.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.0 3 32 6.7 +0.5
AIEQ AI Powered Equity ETF 2.0 75 -40 3.1 -3.1
VAMO Cambria Value & Momentum ETF 2.0 61 -26 9.6 +3.4
RVRB Reverb ETF 2.0 30 5 4.8 -1.4
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -15 9.5 +3.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 20 7.0 +0.8
RECS Columbia Research Enhanced Core ETF 2.0 15 20 5.5 -0.8
SMCP AlphaMark Actively Managed Small Cap ETF 2.0 90 -55 6.9 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 2.0 73 -38 10.7 +4.4
CANC Tema Oncology ETF 2.0 75 -40 -4.2 -10.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.0 20 15 6.4 +0.2
EES WisdomTree U.S. SmallCap Fund 2.0 38 -3 9.9 +3.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 28 5.0 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.0 30 5 8.1 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.0 52 -17 5.4 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 -23 5.3 -0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -25 0.0 -6.2
NUSC Nuveen ESG Small-Cap ETF 1.9 31 4 5.3 -0.9
STXK Strive Small-Cap ETF 1.9 18 17 5.1 -1.1
IWFH iShares Virtual Work and Life Multisector ETF 1.9 47 -12 -4.2 -10.4
FFTY Innovator IBD 50 ETF 1.9 80 -45 1.2 -5.0
IBUY Amplify Online Retail ETF 1.9 65 -30 1.5 -4.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.9 8 27 5.0 -1.2
FMDE Fidelity Enhanced Mid Cap ETF 1.9 23 12 6.3 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 25 5.5 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.9 4 31 5.2 -1.0
OALC OneAscent Large Cap Core ETF 1.9 86 -51 4.4 -1.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -12 5.6 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -40 5.2 -1.1
COWZ Pacer US Cash Cows 100 ETF 1.9 49 -14 11.5 +5.3
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 10 6.6 +0.4
GDEF Goldman Sachs Defensive Equity ETF 1.9 55 -20 4.8 -1.4
JEPI JPMorgan Equity Premium Income ETF 1.9 35 0 5.3 -0.9
INCE Franklin Income Equity Focus ETF 1.9 29 6 5.7 -0.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 8.7 +2.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.8 40 -5 6.7 +0.5
DIVB iShares Core Dividend ETF 1.8 5 30 7.9 +1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 18 5.7 -0.5
FPX First Trust US Equity Opportunities ETF 1.8 61 -26 1.6 -4.6
DSI iShares MSCI KLD 400 Social ETF 1.8 25 10 5.0 -1.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 20 5.8 -0.4
FTGS First Trust Growth Strength ETF 1.8 60 -25 5.6 -0.7
CGUS Capital Group Core Equity ETF 1.8 33 2 4.5 -1.7
VUSE Vident U.S. Equity Strategy ETF 1.8 50 -15 3.4 -2.9
TMFX Motley Fool Next Index ETF 1.8 50 -15 3.0 -3.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.8 15 20 5.7 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 1.8 31 4 7.1 +0.9
VO Vanguard Mid-Cap ETF 1.8 4 31 5.9 -0.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.7 47 -12 9.4 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 26 5.3 -1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 1.7 20 15 1.1 -5.1
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -24 2.6 -3.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 21 5.0 -1.2
TOK iShares MSCI Kokusai ETF 1.7 26 9 5.1 -1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 20 5.5 -0.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 0 7.2 +0.9
SFY SoFi Select 500 ETF 1.7 0 35 4.5 -1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 1.7 45 -10 9.5 +3.2
GURU Global X Guru Index ETF 1.7 75 -40 1.7 -4.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.7 42 -7 5.0 -1.2
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 9 4.3 -1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 25 5.1 -1.2
AVUS Avantis U.S. Equity ETF 1.6 15 20 5.8 -0.4
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 25 5.1 -1.2
URTH iShares MSCI World ETF 1.6 24 11 5.2 -1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.6 12 23 4.6 -1.7
VXF Vanguard Extended Market ETF 1.6 6 29 4.0 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -29 2.1 -4.1
OEF iShares S&P 100 ETF 1.6 20 15 4.8 -1.5
XLG Invesco S&P 500 Top 50 ETF 1.6 20 15 4.4 -1.8
GCOW Pacer Global Cash Cows Dividend ETF 1.6 60 -25 12.2 +5.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.5 85 -50 3.6 -2.6
CSMD Congress SMid Growth ETF 1.5 69 -34 4.0 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.5 38 -3 7.7 +1.5
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -25 5.2 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.5 10 25 4.5 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 0 6.1 -0.1
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 7 8.3 +2.0
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 25 5.1 -1.1
ACWI iShares MSCI ACWI ETF 1.5 32 3 5.3 -1.0
ARKG ARK Genomic Revolution ETF 1.4 75 -40 -6.8 -13.0
VT Vanguard Total World Stock ETF 1.4 7 28 5.6 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 1.4 29 6 10.3 +4.1
UDI USCF Dividend Income Fund 1.4 65 -30 7.7 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 1.4 22 13 3.9 -2.3
VSDA VictoryShares Dividend Accelerator ETF 1.4 35 0 6.8 +0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.4 95 -60 1.6 -4.7
IWN iShares Russell 2000 Value ETF 1.4 24 11 5.4 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 26 5.5 -0.8
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -7 7.0 +0.8
QTUM Defiance Quantum ETF 1.4 40 -5 4.0 -2.2
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 23 5.9 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.4 70 -35 10.8 +4.6
ARB AltShares Merger Arbitrage ETF 1.3 77 -42 3.2 -3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -35 4.8 -1.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -45 5.9 -0.3
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 29 7.9 +1.7
EQUL IQ Engender Equality ETF 1.3 45 -10 6.8 +0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 25 4.4 -1.8
VYM Vanguard High Dividend Yield Index ETF 1.3 6 29 7.2 +1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 0 5.3 -0.9
BLLD JPMorgan Sustainable Infrastructure ETF 1.3 49 -14 5.6 -0.7
STXG Strive 1000 Growth ETF 1.3 18 17 4.1 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 15 5.1 -1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.3 39 -4 10.9 +4.6
FDVV Fidelity High Dividend ETF 1.2 15 20 8.9 +2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 1.2 15 20 4.5 -1.8
SCHV Schwab U.S. Large-Cap Value ETF 1.2 4 31 6.6 +0.4
WISE Themes Generative Artificial Intelligence ETF 1.2 35 0 2.1 -4.1
JGRO JPMorgan Active Growth ETF 1.2 44 -9 3.3 -2.9
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.2 35 0 5.0 -1.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 3.7 -2.5
SMMD iShares Russell 2500 ETF 1.2 15 20 5.9 -0.3
ECML Euclidean Fundamental Value ETF 1.1 95 -60 13.5 +7.3
CVAR Cultivar ETF 1.1 87 -52 7.3 +1.1
MTUM iShares MSCI USA Momentum Factor ETF 1.1 15 20 3.7 -2.5
DTEC ALPS Disruptive Technologies ETF 1.1 50 -15 3.1 -3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 23 4.7 -1.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 17 4.2 -2.0
SYLD Cambria Shareholder Yield ETF 1.1 59 -24 11.4 +5.2
SPHQ Invesco S&P 500 Quality ETF 1.1 15 20 5.6 -0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -40 3.2 -3.0
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -71 11.5 +5.3
SPGP Invesco S&P 500 GARP ETF 1.1 34 1 8.1 +1.8
DGT SPDR Global Dow ETF 1.1 50 -15 6.5 +0.3
DEMZ Democratic Large Cap Core ETF 1.1 45 -10 4.1 -2.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -25 6.9 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -40 4.1 -2.2
BFOR ALPS Barron's 400 ETF 1.0 65 -30 6.5 +0.3
WDNA WisdomTree BioRevolution Fund 1.0 45 -10 -3.8 -10.0
TPHD Timothy Plan High Dividend Stock ETF 1.0 52 -17 6.3 +0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 54 -19 6.3 +0.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 7.0 +0.8
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 22 7.4 +1.1
VTWV Vanguard Russell 2000 Value ETF 1.0 15 20 5.3 -0.9
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 -10 3.5 -2.8
PBE Invesco Biotechnology & Genome ETF 0.9 58 -23 -0.5 -6.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.9 15 20 7.0 +0.8
HDUS Hartford Disciplined US Equity ETF 0.9 19 16 6.0 -0.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.9 36 -1 11.6 +5.4
VOOG Vanguard S&P 500 Growth ETF 0.9 10 25 4.4 -1.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.9 12 23 8.3 +2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 -25 4.0 -2.3
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 31 4.5 -1.8
BOUT Innovator IBD Breakout Opportunities ETF 0.8 81 -46 2.8 -3.4
IVW iShares S&P 500 Growth ETF 0.8 18 17 4.3 -1.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 31 4.4 -1.8
HLAL Wahed FTSE USA Shariah ETF 0.8 50 -15 4.6 -1.6
CGV Conductor Global Equity Value ETF 0.8 130 -95 10.3 +4.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 15 5.4 -0.8
AVLV Avantis U.S. Large Cap Value ETF 0.8 15 20 7.4 +1.1
SDY SPDR S&P Dividend ETF 0.8 35 0 6.2 -0.0
IWC iShares Micro-Cap ETF 0.8 60 -25 -3.8 -10.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 17 4.6 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 29 4.3 -1.9
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 5.0 -1.2
DFSV Dimensional US Small Cap Value ETF 0.7 31 4 8.9 +2.6
IPO Renaissance IPO ETF 0.7 60 -25 -1.9 -8.1
DUHP Dimensional US High Profitability ETF 0.7 21 14 6.6 +0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 -3 8.3 +2.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 0 8.4 +2.1
SPMO Invesco S&P 500 Momentum ETF 0.7 13 22 3.6 -2.6
IWF iShares Russell 1000 Growth ETF 0.6 19 16 4.5 -1.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.6 60 -25 7.9 +1.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 -10 4.4 -1.8
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 10 9.5 +3.2
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 -3 8.4 +2.2
QDF FlexShares Quality Dividend Index Fund 0.6 37 -2 4.4 -1.8
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -12 3.6 -2.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.6 15 20 4.6 -1.7
MILN Global X Millennial Consumer ETF 0.5 50 -15 2.9 -3.3
GNOM Global X Genomics & Biotechnology ETF 0.5 50 -15 -5.4 -11.6
BIBL Inspire 100 ETF 0.5 35 0 5.0 -1.2
JHDV John Hancock U.S. High Dividend ETF 0.5 34 1 6.3 +0.1
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -20 11.6 +5.4
VOT Vanguard Mid-Cap Growth ETF 0.5 7 28 4.1 -2.1
ILCG iShares Morningstar Growth ETF 0.5 4 31 3.8 -2.4
SVAL iShares US Small Cap Value Factor ETF 0.5 20 15 11.0 +4.8
IBBQ Invesco Nasdaq Biotechnology ETF 0.5 19 16 0.8 -5.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 15 -9.3 -15.5
BLES Inspire Global Hope ETF 0.5 61 -26 6.3 +0.0
BTHM BlackRock Future U.S. Themes ETF 0.4 60 -25 4.0 -2.2
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 -3.3 -9.5
BUZZ VanEck Social Sentiment ETF 0.4 75 -40 0.1 -6.1
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -17 2.6 -3.6
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 4.7 -1.6
QGRO American Century U.S. Quality Growth ETF 0.4 29 6 4.6 -1.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.4 38 -3 6.8 +0.6
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -54 4.9 -1.4
PPTY US Diversified Real Estate ETF 0.4 53 -18 6.2 -0.1
BUL Pacer US Cash Cows Growth ETF 0.4 60 -25 7.8 +1.6
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -65 3.9 -2.3
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -37 6.5 +0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -21 6.1 -0.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.7 -2.5
CSD Invesco S&P Spin-Off ETF 0.3 65 -30 9.4 +3.2
SQEW LeaderShares Equity Skew ETF 0.3 81 -46 3.8 -2.5
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.0 -1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.2 60 -25 5.4 -0.8
DURA VanEck Durable High Dividend ETF 0.2 29 6 7.3 +1.1
DHS WisdomTree U.S. High Dividend Fund 0.2 38 -3 8.4 +2.2
TTAC FCF US Quality ETF 0.2 59 -24 6.2 -0.1
ISRA VanEck Israel ETF 0.2 59 -24 8.1 +1.9
IBB iShares Biotechnology ETF 0.1 45 -10 0.5 -5.7
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 3.7 -2.5
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 0 5.2 -1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 -1 4.6 -1.7
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 7 4.5 -1.7
LVOL American Century Low Volatility ETF 0.1 29 6 4.9 -1.3
DEW WisdomTree Global High Dividend Fund 0.0 58 -23 8.8 +2.5
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 3.7 -2.6
TEQI T. Rowe Price Equity Income ETF 0.0 54 -19 4.0 -2.2
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.2 -3.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.7 -1.5
ICAP InfraCap Equity Income Fund ETF 0.0 171 -136 6.6 +0.3

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.0 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.2 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 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.