The Communication Services Select Sector SPDR Fund
ALTAR
Score™		 5.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.2x P/Sales
ratio		 2.1x
P/BV
ratio		 2.8x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Communication Services Select Sector SPDR Fund tracks a market-cap-weighted index of US telecommunication and media & entertainment components of the S&P 500 index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA
Website www.sectorspdr.com
Inception date Jun 18, 2018
Assets (mns) $25,874
Currency USD
Expense ratio 8 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 24
Wgt avg mkt cap (mns) $906,783
Large cap (>$10bn) 96.2%
Mid cap ($2-10bn) 2.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
META PLATFORMS INC 12.6 %
ALPHABET INC. CLASS A 11.1 %
ALPHABET INC. CLASS C 8.9 %
WARNER BROS. DISCOVERY, INC. SERIE 6.1 %
NETFLIX INC 5.3 %
ELECTRONIC ARTS INC 4.7 %
VERIZON COMMUNICATIONS INC 4.5 %
AT&T INC 4.4 %
WALT DISNEY CO/THE 4.3 %
TAKE-TWO INTERACTIVE SOFTWRE 4.3 %
Total 66.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.0 %










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.
19.7% 26.2% 15.3% -- 13.0%

Market Correlations
versus... Beta R-squared
S&P500 1.07 75%
MSCI EAFE 0.57 28%
MSCI Emg. Mkts. 0.46 21%

Technical Indicators
Recent close $114.46
30d moving avg. $113.87
Annualized volatility 15.9%
Short interest (ETF) 2.2%
Short interest (Underlying) 2.6%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 6,028
Turnover 2.7%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $14,729

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the The Communication Services Select Sector SPDR Fund ETF based on the alternatives' overlap in portfolio holdings with XLC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLC Expense: 8 bp ALTAR Score™: 5.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLC
Ticker Fund
Name		 Overlap1
vs XLC
(%)		 Expense
ratio
(bp)		 Savings
vs XLC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLC
(%)
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 73.1 40 -32 5.9 +0.3
FCOM Fidelity MSCI Communication Services Index ETF 72.8 8 -0 4.6 -1.0
VOX Vanguard Communication Services ETF 64.7 9 -1 4.8 -0.8
IXP iShares Global Comm Services ETF 58.2 42 -34 5.8 +0.2
GXPC Global X PureCap MSCI Communication Services ETF 54.4 25 -17 4.6 -1.0
FDN First Trust Dow Jones Internet Index Fund 27.8 52 -44 3.4 -2.2
FDND FT Vest Dow Jones Internet & Target Income ETF 27.7 75 -67 3.3 -2.4
PNQI Invesco NASDAQ Internet ETF 24.9 60 -52 3.7 -1.9
BNGE First Trust S-Network Streaming and Gaming ETF 23.7 70 -62 2.8 -2.8
CGGR Capital Group Growth ETF 23.4 39 -31 3.4 -2.2
SNPG Xtrackers S&P 500 Growth ESG ETF 22.9 15 -7 4.5 -1.1
XDAT Franklin Exponential Data ETF 22.6 50 -42 2.5 -3.1
FPAG FPA Global Equity ETF 21.9 49 -41 5.7 +0.1
ACSI American Customer Satisfaction ETF 21.2 65 -57 5.4 -0.2
XPND First Trust Expanded Technology ETF 21.2 65 -57 3.8 -1.8
LRND IQ U.S. Large Cap R&D Leaders ETF 20.7 14 -6 5.0 -0.6
FDCF Fidelity Disruptive Communications ETF 20.3 50 -42 4.3 -1.3
FFOG Franklin Focused Growth ETF 20.1 61 -53 2.5 -3.1
GGRW Gabelli Growth Innovators ETF 19.3 90 -82 2.4 -3.2
FDG American Century Focused Dynamic Growth ETF 19.1 45 -37 2.1 -3.5
LCF Touchstone US Large Cap Focused ETF 18.8 69 -61 4.2 -1.4
DEMZ Democratic Large Cap Core ETF 18.7 45 -37 4.4 -1.2
IYZ iShares U.S. Telecommunications ETF 18.7 40 -32 6.8 +1.2
HLAL Wahed FTSE USA Shariah ETF 18.6 50 -42 4.6 -1.1
XLSR State Street US Sector Rotation ETF 18.6 70 -62 4.9 -0.7
GGME Invesco Next Gen Media and Gaming ETF 18.6 60 -52 4.9 -0.7
AVUQ Avantis U.S. Quality ETF 18.5 15 -7 4.4 -1.2
ONEQ Fidelity Nasdaq Composite Index ETF 18.5 21 -13 3.7 -1.9
STRN SMART Trend 25 ETF 18.1 59 -51 2.2 -3.4
FELG Fidelity Enhanced Large Cap Growth ETF 18.0 18 -10 4.7 -0.9
BWEB Bitwise Web3 ETF 17.9 85 -77 0.0 -5.6
FBCG Fidelity Blue Chip Growth ETF 17.9 59 -51 2.9 -2.7
JGRO JPMorgan Active Growth ETF 17.6 44 -36 3.6 -2.1
IGM iShares Expanded Tech Sector ETF 17.6 41 -33 3.8 -1.8
HAPI Harbor Human Capital Factor US Large Cap ETF 17.6 36 -28 4.9 -0.8
OGIG ALPS O'Shares Global Internet Giants ETF 17.4 48 -40 2.4 -3.3
QGRW WisdomTree U.S. Quality Growth Fund 17.2 28 -20 4.2 -1.4
WUGI AXS Esoterica NextG Economy ETF 17.2 75 -67 2.3 -3.3
VNSE Natixis Vaughan Nelson Select ETF 17.2 80 -72 4.7 -0.9
DUSA Davis Select U.S. Equity ETF 17.0 61 -53 7.4 +1.7
LCLG Logan Capital Broad Innovative Growth ETF 16.9 99 -91 4.1 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 16.7 30 -22 4.4 -1.2
CRTC Xtrackers US National Critical Technologies ETF 16.7 35 -27 4.8 -0.8
RND First Trust Bloomberg R&D Leaders ETF 16.7 60 -52 3.4 -2.2
IGPT Invesco AI and Next Gen Software ETF 16.4 60 -52 4.4 -1.2
SOCL Global X Social Media ETF 16.4 65 -57 11.1 +5.5
IVW iShares S&P 500 Growth ETF 16.3 18 -10 4.0 -1.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 16.3 4 4 4.1 -1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 16.3 15 -7 6.5 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 16.3 80 -72 6.8 +1.2
EPS WisdomTree U.S. LargeCap Fund 16.3 8 0 5.7 +0.0
SFYF SoFi Social 50 ETF 16.2 29 -21 1.0 -4.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 16.2 65 -57 3.7 -1.9
RVER Trenchless Fund ETF 16.1 65 -57 3.0 -2.6
SPXT ProShares S&P 500 Ex-Technology ETF 16.0 9 -1 5.5 -0.1
TMFC Motley Fool 100 Index ETF 15.9 50 -42 3.4 -2.2
GK AdvisorShares Gerber Kawasaki ETF 15.9 75 -67 2.6 -3.0
SPMO Invesco S&P 500 Momentum ETF 15.7 13 -5 3.9 -1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 15.7 19 -11 6.3 +0.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 15.7 49 -41 3.8 -1.8
METV Roundhill Ball Metaverse ETF 15.6 59 -51 9.3 +3.7
USMC Principal U.S. Mega-Cap ETF 15.5 12 -4 4.4 -1.2
IUSG iShares Core S&P U.S. Growth ETF 15.5 4 4 4.2 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 15.4 7 1 5.1 -0.5
MAVF Matrix Advisors Value ETF 15.3 75 -67 5.8 +0.2
FFLC Fidelity Fundamental Large Cap Core ETF 15.3 38 -30 4.5 -1.1
VOOG Vanguard S&P 500 Growth ETF 15.2 7 1 4.1 -1.5
MILN Global X Millennial Consumer ETF 15.2 50 -42 4.2 -1.4
YNOT Horizon Digital Frontier ETF 15.2 75 -67 3.1 -2.5
QTOP iShares Nasdaq Top 30 Stocks ETF 15.1 20 -12 4.0 -1.6
QQQ Invesco QQQ Trust Series I 15.1 20 -12 4.1 -1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 15.1 15 -7 9.0 +3.4
AGRW Allspring LT Large Growth ETF 15.1 35 -27 3.6 -2.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 15.0 75 -67 2.9 -2.7
QQQM Invesco NASDAQ 100 ETF 15.0 15 -7 4.2 -1.4
LRGC AB US Large Cap Strategic Equities ETF 15.0 48 -40 4.5 -1.1
DFVX Dimensional US Large Cap Vector ETF 15.0 22 -14 6.3 +0.7
GLBL Pacer MSCI World Industry Advantage ETF 15.0 65 -57 4.1 -1.5
TOGA Tremblant Global ETF 14.9 69 -61 2.3 -3.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 14.9 50 -42 4.4 -1.2
NULG Nuveen ESG Large-Cap Growth ETF 14.8 26 -18 3.4 -2.2
XLG Invesco S&P 500 Top 50 ETF 14.7 20 -12 4.1 -1.5
IVRS iShares Future Metaverse Tech and Communications ETF 14.5 47 -39 3.2 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 14.4 8 0 5.0 -0.6
SEMG Suncoast Select Growth ETF 14.4 60 -52 4.4 -1.2
PEJ Invesco Leisure and Entertainment ETF 14.4 58 -50 1.1 -4.6
VERS ProShares Metaverse ETF 14.4 58 -50 0.2 -5.4
FSST Fidelity Sustainable U.S. Equity ETF 14.3 59 -51 4.2 -1.4
INRO iShares U.S. Industry Rotation Active ETF 14.2 42 -34 4.4 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 14.2 4 4 3.9 -1.7
QLC FlexShares US Quality Large Cap Index Fund 14.2 25 -17 5.2 -0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 14.2 12 -4 4.0 -1.6
DARP Grizzle Growth ETF 14.1 75 -67 2.8 -2.9
FDTX Fidelity Disruptive Technology ETF 14.1 50 -42 2.6 -3.0
PRXG Praxis Impact Large Cap Growth ETF 14.1 36 -28 3.7 -1.9
MGK Vanguard Mega Cap Growth ETF 14.1 7 1 4.3 -1.3
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 14.0 75 -67 3.5 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 14.0 59 -51 4.3 -1.4
DANA Dana Unconstrained Equity ETF 14.0 50 -42 3.2 -2.4
SXQG ETC 6 Meridian Quality Growth ETF 14.0 100 -92 4.9 -0.7
ITAN Sparkline Intangible Value ETF 13.9 50 -42 6.6 +0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 13.8 15 -7 4.2 -1.5
OEF iShares S&P 100 ETF 13.7 20 -12 4.4 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.7 15 -7 4.9 -0.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.5 60 -52 5.0 -0.6
CGUS Capital Group Core Equity ETF 13.4 33 -25 4.4 -1.2
ILCV iShares Morningstar Value ETF 13.4 4 4 6.3 +0.7
FELC Fidelity Enhanced Large Cap Core ETF 13.4 18 -10 5.2 -0.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 13.3 12 -4 4.7 -1.0
VSLU Applied Finance Valuation Large Cap ETF 13.2 49 -41 5.6 0.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 13.0 10 -2 5.2 -0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 13.0 60 -52 4.2 -1.5
VUG Vanguard Growth ETF 13.0 4 4 4.2 -1.5
IUS Invesco RAFI Strategic US ETF 12.9 19 -11 6.7 +1.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 12.9 56 -48 2.8 -2.8
SGLC SGI U.S. Large Cap Core ETF 12.9 85 -77 4.1 -1.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 12.9 40 -32 3.9 -1.7
FMET Fidelity Metaverse ETF 12.9 39 -31 4.8 -0.8
BUYZ Franklin Disruptive Commerce ETF 12.9 50 -42 2.6 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 12.6 10 -2 4.9 -0.7
TOPT iShares Top 20 U.S. Stocks ETF 12.6 20 -12 4.0 -1.6
AVLV Avantis U.S. Large Cap Value ETF 12.6 15 -7 7.8 +2.2
HDUS Hartford Disciplined US Equity ETF 12.6 19 -11 5.7 +0.1
OND ProShares On-Demand ETF 12.5 58 -50 -0.5 -6.1
NANC Unusual Whales Subversive Democratic Trading ETF 12.5 75 -67 3.6 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 12.4 9 -1 4.8 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 12.4 10 -2 4.9 -0.7
QQMG Invesco ESG NASDAQ 100 ETF 12.4 20 -12 4.2 -1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 12.4 20 -12 5.0 -0.6
NACP Impact Shares NAACP Minority Empowerment ETF 12.3 49 -41 4.7 -0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 12.3 56 -48 6.3 +0.6
VEGN US Vegan Climate ETF 12.2 60 -52 4.5 -1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 12.2 15 -7 8.2 +2.6
THRO iShares U.S. Thematic Rotation Active ETF 12.1 90 -82 4.2 -1.4
DSI iShares MSCI KLD 400 Social ETF 12.1 25 -17 4.8 -0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 12.0 7 1 4.8 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 12.0 15 -7 5.4 -0.3
AIEQ AI Powered Equity ETF 12.0 75 -67 4.9 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 11.9 0 8 4.9 -0.7
LGRO Level Four Large Cap Growth Active ETF 11.8 55 -47 4.2 -1.4
MODL VictoryShares WestEnd U.S. Sector ETF 11.8 42 -34 4.5 -1.1
GSPY Gotham Enhanced 500 ETF 11.7 50 -42 5.1 -0.6
VOTE TCW Transform 500 ETF 11.7 5 3 4.8 -0.8
STXG Strive 1000 Growth ETF 11.7 18 -10 3.9 -1.8
GQQQ Astoria US Quality Growth Kings ETF 11.6 35 -27 4.7 -0.9
IWL iShares Russell Top 200 ETF 11.6 15 -7 4.5 -1.1
AVSU Avantis Responsible U.S. Equity ETF 11.6 15 -7 5.8 +0.2
XVV iShares ESG Screened S&P 500 ETF 11.6 8 0 4.8 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.6 2 6 4.9 -0.7
IYC iShares U.S. Consumer Discretionary ETF 11.6 40 -32 4.0 -1.6
BEEX BeeHive ETF 11.5 84 -76 4.3 -1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 11.5 9 -1 4.6 -1.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 11.4 29 -21 4.7 -0.9
FDMO Fidelity Momentum Factor ETF 11.4 15 -7 3.6 -2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 11.4 48 -40 6.2 +0.6
IWFG IQ Winslow Focused Large Cap Growth ETF 11.4 65 -57 3.2 -2.5
SPXM Azoria 500 Meritocracy ETF 11.3 47 -39 4.5 -1.1
CAML Congress Large Cap Growth ETF 11.2 66 -58 3.7 -2.0
ARVR First Trust Indxx Metaverse ETF 11.2 70 -62 4.2 -1.4
DWLD Davis Select Worldwide ETF 11.2 63 -55 7.2 +1.6
QLTY GMO U.S. Quality ETF 11.2 50 -42 4.5 -1.1
FLRG Fidelity U.S. Multifactor ETF 11.2 15 -7 6.9 +1.3
IWF iShares Russell 1000 Growth ETF 11.2 19 -11 4.3 -1.3
MGC Vanguard Mega Cap ETF 11.2 7 1 4.6 -1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.1 14 -6 4.9 -0.7
WRND IQ Global Equity R&D Leaders ETF 11.1 18 -10 7.5 +1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11.0 11 -3 4.9 -0.8
RECS Columbia Research Enhanced Core ETF 11.0 15 -7 5.7 +0.1
CHAT Roundhill Generative AI & Technology ETF 11.0 75 -67 7.8 +2.2
FDLO Fidelity Low Volatility Factor ETF 11.0 15 -7 5.4 -0.2
AVUS Avantis U.S. Equity ETF 11.0 15 -7 5.7 +0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 11.0 49 -41 4.3 -1.3
EGUS iShares ESG Aware MSCI USA Growth ETF 11.0 18 -10 4.0 -1.6
FQAL Fidelity Quality Factor ETF 10.9 15 -7 5.7 +0.1
RVRB Reverb ETF 10.9 30 -22 4.5 -1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 10.9 39 -31 2.9 -2.8
MTUM iShares MSCI USA Momentum Factor ETF 10.9 15 -7 3.7 -1.9
TIME Clockwise Core Equity & Innovation ETF 10.9 95 -87 3.9 -1.7
ABIG Argent Large Cap ETF 10.9 49 -41 5.2 -0.4
BLCR iShares Large Cap Core Active ETF 10.8 36 -28 3.5 -2.1
SPXE ProShares S&P 500 Ex-Energy ETF 10.8 9 -1 4.7 -0.9
FVAL Fidelity Value Factor ETF 10.8 15 -7 6.8 +1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.8 35 -27 4.2 -1.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 10.8 49 -41 6.1 +0.5
ESGV Vanguard ESG U.S. Stock ETF 10.8 9 -1 4.7 -0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.7 20 -12 4.6 -1.0
RAUS RACWI US ETF 10.7 15 -7 4.7 -1.0
YLDE ClearBridge Dividend Strategy ESG ETF 10.7 60 -52 5.7 +0.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 10.7 49 -41 3.7 -1.9
QBIG Invesco Top QQQ ETF 10.7 29 -21 0.0 -5.6
GQI Natixis Gateway Quality Income ETF 10.6 34 -26 5.0 -0.6
IWX iShares Russell Top 200 Value ETF 10.6 20 -12 6.0 +0.4
CATH Global X S&P 500 Catholic Values Custom ETF 10.6 29 -21 4.6 -1.0
OEI Optimized Equity Income ETF 10.6 75 -67 0.0 -5.6
CHRI Global X S&P 500 Christian Values ETF 10.6 29 -21 4.6 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 10.6 11 -3 5.0 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.5 75 -67 4.0 -1.6
BELT iShares Long-Term U.S. Equity Active ETF 10.5 75 -67 3.3 -2.4
GXLC Global X U.S. 500 ETF 10.5 2 6 4.8 -0.8
JGRW Jensen Quality Growth ETF 10.5 57 -49 4.7 -0.9
IVV iShares Core S&P 500 ETF 10.5 3 5 4.9 -0.7
DUNK Dana Unconstrained Equity ETF 10.5 75 -67 2.6 -3.0
SPYM State Street SPDR Portfolio S&P 500 ETF 10.5 2 6 4.9 -0.7
SPY SPDR S&P 500 ETF 10.5 9 -1 4.8 -0.8
AOTG AOT Growth and Innovation ETF 10.5 75 -67 2.1 -3.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.5 15 -7 4.6 -1.0
TOV JLens 500 Jewish Advocacy U.S. ETF 10.4 18 -10 4.6 -1.0
IWY iShares Russell Top 200 Growth ETF 10.4 20 -12 4.5 -1.1
STRV Strive 500 ETF 10.4 5 3 4.8 -0.8
STOX Horizon Core Equity ETF 10.3 70 -62 4.1 -1.5
QGRO American Century U.S. Quality Growth ETF 10.3 29 -21 3.8 -1.8
FDRR Fidelity Dividend ETF for Rising Rates 10.3 15 -7 6.8 +1.2
SFTY Horizon Managed Risk ETF 10.3 77 -69 4.0 -1.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 10.2 15 -7 5.6 +0.0
QUAL iShares MSCI USA Quality Factor ETF 10.2 15 -7 5.5 -0.1
VFMV Vanguard U.S. Minimum Volatility ETF 10.2 13 -5 5.9 +0.3
COWZ Pacer US Cash Cows 100 ETF 10.1 49 -41 8.6 +2.9
MBCC Monarch Blue Chips Core ETF 10.1 125 -117 4.4 -1.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.1 47 -39 5.6 +0.0
ADME Aptus Drawdown Managed Equity ETF 10.1 79 -71 4.0 -1.6
VONG Vanguard Russell 1000 Growth ETF 10.0 7 1 4.4 -1.2
VOO Vanguard S&P 500 ETF 9.8 3 5 4.9 -0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.8 79 -71 6.1 +0.5
OALC OneAscent Large Cap Core ETF 9.8 86 -78 4.1 -1.5
QVAL Alpha Architect US Quantitative Value ETF 9.8 39 -31 9.4 +3.8
LOGO Alpha Brands Consumption Leaders ETF 9.8 69 -61 3.2 -2.4
KNCT Invesco Next Gen Connectivity ETF 9.8 40 -32 4.6 -1.1
VV Vanguard Large-Cap ETF 9.8 4 4 4.8 -0.8
PBUS Invesco MSCI USA ETF 9.8 4 4 4.8 -0.8
IWB iShares Russell 1000 ETF 9.8 15 -7 4.8 -0.8
ILCB iShares Morningstar U.S. Equity ETF 9.8 3 5 4.8 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 9.8 18 -10 5.3 -0.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.8 58 -50 4.6 -1.1
APUE ActivePassive U.S. Equity ETF 9.7 45 -37 4.6 -1.0
SCHX Schwab U.S. Large-Cap ETF 9.7 3 5 4.9 -0.7
LYLD Cambria Large Cap Shareholder Yield ETF 9.7 59 -51 9.8 +4.1
CGDV Capital Group Dividend Value ETF 9.7 33 -25 4.5 -1.1
DFUS Dimensional U.S. Equity ETF 9.7 9 -1 4.8 -0.8
PWB Invesco Large Cap Growth ETF 9.7 56 -48 2.7 -3.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 9.7 25 -17 5.2 -0.4
IYY iShares Dow Jones U.S. ETF 9.7 20 -12 4.7 -0.9
FNDX Schwab Fundamental US Large Co. Index ETF 9.7 25 -17 7.2 +1.6
COWS Amplify Cash Flow Dividend Leaders ETF 9.7 0 8 12.2 +6.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 9.6 3 5 5.1 -0.6
SNPE Xtrackers S&P 500 ESG ETF 9.6 10 -2 5.0 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 9.6 55 -47 4.7 -0.9
AIQ Global X Artificial Intelligence & Technology ETF 9.5 68 -60 3.7 -1.9
SCHK Schwab 1000 Index ETF 9.5 5 3 5.0 -0.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 9.5 30 -22 4.7 -1.0
KONG Formidable Fortress ETF 9.4 89 -81 6.3 +0.7
SFY SoFi Select 500 ETF 9.4 0 8 4.4 -1.2
KRMA Global X Conscious Companies ETF 9.4 43 -35 5.9 +0.3
DFAU Dimensional US Core Equity Market ETF 9.4 12 -4 5.0 -0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 9.4 25 -17 12.4 +6.8
WTV WisdomTree US Value Fund of Benef Interest 9.4 12 -4 8.9 +3.3
IWV iShares Russell 3000 ETF 9.4 20 -12 4.7 -0.9
AFLG First Trust Active Factor Large Cap ETF 9.4 55 -47 6.3 +0.7
YOKE Yoke Core ETF 9.3 42 -34 5.0 -0.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.3 50 -42 8.9 +3.2
TOPC iShares S&P 500 3% Capped ETF 9.3 15 -7 5.1 -0.6
KLMN Invesco MSCI North America Climate ETF 9.3 9 -1 4.9 -0.7
LST Leuthold Select Industries ETF 9.3 91 -83 5.3 -0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.3 3 5 4.8 -0.8
XTL State Street SPDR S&P Telecom ETF 9.2 35 -27 1.6 -4.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.2 9 -1 5.3 -0.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 9.2 12 -4 7.3 +1.7
ISHP First Trust Nasdaq Retail ETF 9.2 60 -52 5.7 +0.0
RGEF Rockefeller Global Equity ETF 9.2 55 -47 4.5 -1.1
PRF Invesco FTSE RAFI US 1000 ETF 9.2 39 -31 6.7 +1.1
VONE Vanguard Russell 1000 ETF 9.2 7 1 4.9 -0.7
SCHB Schwab U.S. Broad Market ETF 9.2 3 5 5.0 -0.6
SDOG ALPS Sector Dividend Dogs ETF 9.1 36 -28 9.6 +4.0
RFFC ALPS Active Equity Opportunity ETF 9.1 48 -40 4.4 -1.2
HGRO Hedgeye Quality Growth ETF 9.1 70 -62 3.3 -2.3
WFH Direxion Work From Home ETF 9.1 45 -37 3.7 -1.9
BGRO iShares Large Cap Growth Active ETF 9.1 55 -47 2.9 -2.7
QLV FlexShares US Quality Low Volatility Index Fund 9.1 22 -14 5.7 +0.1
UDI USCF Dividend Income Fund 9.1 65 -57 8.2 +2.6
QDEF FlexShares Quality Dividend Defensive Index Fund 9.1 37 -29 6.1 +0.5
ESPO VanEck Video Gaming and eSports ETF 9.1 56 -48 5.3 -0.4
HERO Global X Video Games & Esports ETF 9.1 50 -42 4.5 -1.1
NERD Roundhill Video Games ETF 9.1 50 -42 6.5 +0.9
ESGU iShares ESG Aware MSCI USA ETF 9.0 15 -7 4.7 -0.9
FFND Future Fund Active ETF 9.0 100 -92 3.8 -1.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 9.0 20 -12 5.2 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 9.0 9 -1 4.8 -0.8
NULC Nuveen ESG Large-Cap ETF 9.0 21 -13 4.7 -0.9
ABOT Abacus FCF Innovation Leaders ETF 9.0 69 -61 5.2 -0.4
FNDB Schwab Fundamental US Broad Market Index ETF 9.0 25 -17 7.3 +1.7
NUMG Nuveen ESG Mid-Cap Growth ETF 9.0 31 -23 2.7 -2.9
SHRY First Trust Bloomberg Shareholder Yield ETF 9.0 60 -52 10.7 +5.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 9.0 10 -2 4.3 -1.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 8.9 39 -31 4.0 -1.6
DIVZ TrueShares Low Volatility Equity Income ETF 8.9 65 -57 6.5 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.9 10 -2 4.4 -1.3
HKND Humankind US Stock ETF 8.9 11 -3 7.2 +1.6
IOO iShares Global 100 ETF 8.9 41 -33 4.5 -1.1
USSE Segall Bryant & Hamill Select Equity ETF 8.9 65 -57 4.3 -1.4
DFAC Dimensional U.S. Core Equity 2 ETF 8.9 17 -9 5.5 -0.1
JVAL JPMorgan U.S. Value Factor ETF 8.9 12 -4 7.9 +2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.8 30 -22 10.3 +4.7
JHML John Hancock Multifactor Large Cap ETF 8.8 29 -21 5.3 -0.3
PWV Invesco Large Cap Value ETF 8.8 55 -47 7.5 +1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 8.8 9 -1 5.1 -0.6
VTHR Vanguard Russell 3000 ETF 8.8 7 1 4.8 -0.8
VTI Vanguard Total Stock Market ETF 8.7 3 5 4.8 -0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 8.7 15 -7 4.8 -0.8
DCOR Dimensional US Core Equity 1 ETF 8.7 14 -6 5.4 -0.3
LOWV AB US Low Volatility Equity ETF 8.6 48 -40 5.3 -0.4
XNTK State Street SPDR NYSE Technology ETF 8.6 35 -27 3.7 -1.9
IYW iShares U.S. Technology ETF 8.5 40 -32 4.0 -1.7
ROE Astoria US Quality Kings ETF 8.5 49 -41 6.9 +1.3
JPEF JPMorgan Equity Focus ETF 8.5 50 -42 4.3 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.5 25 -17 5.5 -0.1
DIVN Horizon Dividend Income ETF 8.4 70 -62 7.8 +2.2
SPDV AAM S&P 500 High Dividend Value ETF 8.3 29 -21 12.0 +6.4
FDWM Fidelity Women's Leadership ETF 8.3 59 -51 4.8 -0.8
FEGE First Eagle Global Equity ETF 8.3 79 -71 6.5 +0.9
BUZZ VanEck Social Sentiment ETF 8.3 75 -67 -1.0 -6.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.3 75 -67 5.1 -0.6
USMF WisdomTree U.S. Multifactor Fund 8.2 28 -20 7.3 +1.7
VALQ American Century U.S. Quality Value ETF 8.2 29 -21 7.9 +2.3
EQIN Columbia US Equity Income ETF 8.2 35 -27 6.8 +1.2
PSET Principal Quality ETF 8.2 15 -7 5.3 -0.3
CSTK Invesco Comstock Contrarian Equity ETF 8.1 35 -27 6.9 +1.3
USRD Themes US R&D Champions ETF 8.1 29 -21 4.8 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 8.1 30 -22 5.8 +0.2
GRNY Fundstrat Granny Shots US Large Cap ETF 8.0 75 -67 2.7 -2.9
IWD iShares Russell 1000 Value ETF 8.0 19 -11 6.4 +0.8
VONV Vanguard Russell 1000 Value ETF 8.0 7 1 6.5 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 8.0 45 -37 3.2 -2.4
TOK iShares MSCI Kokusai ETF 7.9 26 -18 5.0 -0.7
YALL God Bless America ETF 7.9 65 -57 4.6 -1.1
DGRW WisdomTree US Quality Dividend Growth Fund 7.9 28 -20 5.5 -0.1
KOCG FIS Knights of Columbus Global Belief ETF 7.8 75 -67 4.9 -0.8
EBI Longview Advantage ETF 7.8 35 -27 6.6 +1.0
BLCV iShares Large Cap Value Active ETF 7.8 53 -45 7.5 +1.9
HLGE Hartford Longevity Economy ETF 7.8 44 -36 6.3 +0.7
ROUS Hartford Multifactor US Equity ETF 7.8 19 -11 7.0 +1.3
VLUE iShares MSCI USA Value Factor ETF 7.8 15 -7 8.9 +3.3
FDL First Trust Morningstar Dividend Leaders Index Fund 7.8 45 -37 10.7 +5.1
DSPY Tema S&P 500 Historical Weight ETF 7.7 18 -10 5.2 -0.5
SUSA iShares MSCI USA ESG Select ETF 7.7 25 -17 4.6 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 7.7 12 -4 4.6 -1.0
PCGG Polen Capital Global Growth ETF 7.7 85 -77 4.1 -1.5
DIVY Sound Equity Dividend Income ETF 7.7 45 -37 10.0 +4.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.7 32 -24 5.0 -0.6
SWP SWP Growth & Income ETF 7.7 99 -91 4.1 -1.5
QDF FlexShares Quality Dividend Index Fund 7.7 37 -29 6.2 +0.6
DVND Touchstone Dividend Select ETF 7.6 67 -59 5.5 -0.1
ILCG iShares Morningstar Growth ETF 7.6 4 4 3.8 -1.8
IETC iShares U.S. Tech Independence Focused ETF 7.6 18 -10 3.8 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 -5 10.0 +4.4
JGLO JPMorgan Global Select Equity ETF 7.5 33 -25 5.0 -0.6
URTH iShares MSCI World ETF 7.5 24 -16 5.0 -0.7
EQWL Invesco S&P 100 Equal Weight ETF 7.5 25 -17 6.2 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 -21 6.9 +1.3
WLDR Affinity World Leaders Equity ETF 7.4 67 -59 7.2 +1.6
AUSF Global X Adaptive U.S. Factor ETF 7.4 27 -19 9.1 +3.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.4 29 -21 6.4 +0.8
EVUS iShares ESG Aware MSCI USA Value ETF 7.3 18 -10 6.5 +0.9
RWL Invesco S&P 500 Revenue ETF 7.3 39 -31 6.8 +1.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.2 45 -37 2.6 -3.0
DLN WisdomTree U.S. LargeCap Dividend Fund 7.2 28 -20 6.0 +0.4
ULVM VictoryShares US Value Momentum ETF 7.2 20 -12 7.3 +1.6
GINN Goldman Sachs Innovate Equity ETF 7.2 52 -44 3.7 -2.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.1 49 -41 6.1 +0.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 7.1 20 -12 4.8 -0.8
SPMV Invesco S&P 500 Minimum Variance ETF 7.1 10 -2 5.6 -0.0
ANEW ProShares MSCI Transformational Changes ETF 7.1 45 -37 5.2 -0.4
LRGF iShares U.S. Equity Factor ETF 7.0 8 0 5.4 -0.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.0 20 -12 5.5 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 7.0 75 -67 5.6 -0.0
SSPY Syntax Stratified LargeCap ETF 7.0 30 -22 6.7 +1.1
TMFG Motley Fool Global Opportunities ETF 7.0 85 -77 4.0 -1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.0 12 -4 5.1 -0.5
DXUV Dimensional US Vector Equity ETF 7.0 28 -20 6.1 +0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 7.0 65 -57 6.4 +0.8
ARKW ARK Next Generation Internet ETF 6.9 87 -79 0.8 -4.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 6.9 50 -42 5.6 +0.0
AESR Anfield U.S. Equity Sector Rotation ETF 6.9 108 -100 3.7 -1.9
DIVE Dana Concentrated Dividend ETF 6.9 65 -57 8.2 +2.6
BKWO BNY Mellon Women's Opportunities ETF 6.9 50 -42 3.7 -1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 6.8 60 -52 5.3 -0.3
HART IQ Healthy Hearts ETF 6.8 45 -37 6.4 +0.8
RDVY First Trust Rising Dividend Achievers ETF 6.8 50 -42 6.3 +0.7
DAK Dakota Active Equity ETF 6.7 43 -35 4.4 -1.2
ACWI iShares MSCI ACWI ETF 6.7 32 -24 5.4 -0.3
EMOT First Trust S&P 500 Economic Moat ETF 6.7 60 -52 8.4 +2.8
VUSE Vident U.S. Equity Strategy ETF 6.6 50 -42 4.3 -1.3
ESGG FlexShares STOXX Global ESG Select Index Fund 6.6 42 -34 5.3 -0.3
RPG Invesco S&P 500 Pure Growth ETF 6.6 35 -27 3.4 -2.2
DTD WisdomTree U.S. Total Dividend Fund 6.6 28 -20 6.3 +0.7
VFMF Vanguard U.S. Multifactor ETF 6.5 18 -10 7.7 +2.1
KLMT Invesco MSCI Global Climate 500 ETF 6.4 10 -2 5.6 -0.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.4 25 -17 5.9 +0.3
JQUA JPMorgan U.S. Quality Factor ETF 6.4 12 -4 5.9 +0.3
MDLV Morgan Dempsey Large Cap Value ETF 6.3 58 -50 7.2 +1.6
ODDS Pacer BlueStar Digital Entertainment ETF 6.3 60 -52 2.8 -2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 6.3 80 -72 4.5 -1.2
CLOD Themes Cloud Computing ETF 6.2 35 -27 3.7 -1.9
OPTZ Optimize Strategy Index ETF 6.2 50 -42 4.7 -0.9
EQRR ProShares Equities for Rising Rates ETF 6.1 35 -27 8.0 +2.4
WBIY WBI Power Factor High Dividend ETF 6.1 100 -92 13.6 +8.0
CALF Pacer US Small Cap Cash Cows 100 ETF 6.1 59 -51 10.5 +4.9
GURU Global X Guru Index ETF 6.1 75 -67 3.0 -2.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.1 39 -31 11.6 +6.0
GLOF iShares Global Equity Factor ETF 6.1 20 -12 6.6 +1.0
EDOW First Trust Dow 30 Equal Weight ETF 6.0 50 -42 5.4 -0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.0 7 1 7.5 +1.9
SKYY First Trust Cloud Computing ETF 6.0 60 -52 3.2 -2.5
DFLV Dimensional US Large Cap Value ETF 5.9 22 -14 7.6 +2.0
FUNL CornerCap Fundametrics Large-Cap ETF 5.9 50 -42 7.2 +1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.9 9 -1 5.6 -0.1
CARZ First Trust NASDAQ Global Auto Index Fund 5.9 70 -62 4.2 -1.4
MVPA Miller Value Partners Appreciation ETF 5.8 60 -52 8.9 +3.3
CHGX AXS Change Finance ESG ETF 5.8 49 -41 5.3 -0.3
ARTY iShares Future AI & Tech ETF 5.7 47 -39 3.7 -1.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 5.7 61 -53 7.4 +1.8
MOTO SmartETFs Smart Transportation & Technology ETF 5.7 68 -60 6.6 +0.9
LVOL American Century Low Volatility ETF 5.6 29 -21 5.1 -0.5
BGDV Bahl & Gaynor Dividend ETF 5.6 45 -37 4.7 -0.9
CGGO Capital Group Global Growth Equity ETF 5.6 47 -39 4.2 -1.4
DFUV Dimensional US Marketwide Value ETF 5.6 22 -14 7.4 +1.8
AFOS ARS Focused Opportunities Strategy ETF 5.6 45 -37 3.1 -2.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.6 45 -37 4.4 -1.2
VT Vanguard Total World Stock ETF 5.5 6 2 5.7 +0.1
ASLV Allspring Special Large Value ETF 5.5 35 -27 6.5 +0.9
SPVM Invesco S&P 500 Value with Momentum ETF 5.5 39 -31 7.5 +1.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.5 29 -21 7.4 +1.8
DUHP Dimensional US High Profitability ETF 5.5 21 -13 6.3 +0.7
NULV Nuveen ESG Large-Cap Value ETF 5.4 26 -18 6.3 +0.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.4 60 -52 10.4 +4.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.4 35 -27 7.7 +2.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.4 38 -30 7.7 +2.1
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -57 2.5 -3.1
TAX Cambria Tax Aware ETF 5.3 49 -41 6.1 +0.5
USMV iShares MSCI USA Min Vol Factor ETF 5.3 15 -7 5.8 +0.2
FTGS First Trust Growth Strength ETF 5.2 60 -52 4.7 -1.0
BDIV AAM Brentview Dividend Growth ETF 5.2 49 -41 4.5 -1.1
SYNB Putnam BioRevolution ETF 5.2 70 -62 2.5 -3.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 5.2 65 -57 0.1 -5.5
QUVU Hartford Quality Value ETF 5.2 46 -38 7.4 +1.8
SNPV Xtrackers S&P 500 Value ESG ETF 5.2 15 -7 6.9 +1.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 5.1 60 -52 1.5 -4.1
HUMN Roundhill Humanoid Robotics ETF 5.1 75 -67 2.0 -3.7
DVY iShares Select Dividend ETF 5.0 38 -30 9.1 +3.4
TMAT Main Thematic Innovation ETF 5.0 164 -156 -1.5 -7.1
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -77 3.0 -2.6
JEPI JPMorgan Equity Premium Income ETF 5.0 35 -27 5.7 +0.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 5.0 5 3 8.1 +2.5
FCPI Fidelity Stocks for Inflation ETF 5.0 15 -7 7.8 +2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.9 52 -44 6.3 +0.7
GCOW Pacer Global Cash Cows Dividend ETF 4.9 60 -52 10.3 +4.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.8 18 -10 5.8 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.8 65 -57 2.4 -3.2
FBCV Fidelity Blue Chip Value ETF 4.8 59 -51 7.3 +1.7
VFMO Vanguard U.S. Momentum Factor ETF 4.7 13 -5 3.1 -2.6
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 -10 6.7 +1.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.6 57 -49 4.1 -1.5
REVS Columbia Research Enhanced Value ETF 4.6 19 -11 7.7 +2.1
JHDV John Hancock U.S. High Dividend ETF 4.6 34 -26 6.7 +1.1
RPV Invesco S&P 500 Pure Value ETF 4.6 35 -27 10.2 +4.6
DURA VanEck Durable High Dividend ETF 4.5 29 -21 7.4 +1.7
QDIV Global X S&P 500 Quality Dividend ETF 4.5 20 -12 9.0 +3.4
CZAR Themes Natural Monopoly ETF 4.5 35 -27 5.6 -0.0
DSTL Distillate US Fundamental Stability & Value ETF 4.5 39 -31 8.6 +2.9
JOET Virtus Terranova US Quality Momentum ETF 4.4 29 -21 4.9 -0.7
BOUT Innovator IBD Breakout Opportunities ETF 4.4 81 -73 0.8 -4.8
KAT Scharf ETF 4.4 87 -79 6.0 +0.3
GOP Unusual Whales Subversive Republican Trading ETF 4.4 50 -42 5.4 -0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 4.3 59 -51 2.1 -3.6
DRIV Global X Autonomous & Electric Vehicles ETF 4.3 68 -60 4.7 -0.9
DIV Global X SuperDividend US ETF 4.3 45 -37 10.6 +5.0
GVUS Marketbeta Russell 1000 Value Equity ETF 4.3 12 -4 6.5 +0.9
JAVA JPMorgan Active Value ETF 4.3 44 -36 6.3 +0.7
STXV Strive 1000 Value ETF 4.3 18 -10 8.1 +2.5
ACVF American Conservative Values ETF 4.3 75 -67 4.3 -1.3
PRXV Praxis Impact Large Cap Value ETF 4.2 36 -28 6.6 +1.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.2 19 -11 5.5 -0.1
SCHD Schwab US Dividend Equity ETF 4.2 6 2 10.0 +4.4
SYLD Cambria Shareholder Yield ETF 4.2 59 -51 12.5 +6.9
TEXN iShares Texas Equity ETF 4.2 20 -12 6.2 +0.6
AGQI First Trust Active Global Quality Income ETF 4.2 85 -77 4.5 -1.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.2 65 -57 4.6 -1.0
TBG TBG Dividend Focus ETF 4.1 59 -51 7.7 +2.1
SAMM Strategas Macro Momentum ETF 4.1 66 -58 2.2 -3.4
INCE Franklin Income Equity Focus ETF 4.1 29 -21 5.8 +0.2
CLNR IQ Cleaner Transport ETF 4.1 45 -37 5.0 -0.6
VFVA Vanguard U.S. Value Factor ETF 4.1 13 -5 10.7 +5.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.0 60 -52 6.2 +0.6
SIXG Defiance Connective Technologies ETF 4.0 30 -22 4.0 -1.6
DIVB iShares Core Dividend ETF 4.0 5 3 8.3 +2.7
WISE Themes Generative Artificial Intelligence ETF 4.0 35 -27 -0.4 -6.1
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 -12 6.8 +1.2
DHS WisdomTree U.S. High Dividend Fund 4.0 38 -30 8.1 +2.5
RW Rainwater Equity ETF 4.0 125 -117 3.6 -2.0
CFA VictoryShares US 500 Volatility Wtd ETF 4.0 35 -27 6.0 +0.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.0 40 -32 6.0 +0.4
LIVR Intelligent Livermore ETF 3.9 69 -61 3.4 -2.2
ECML Euclidean Fundamental Value ETF 3.9 95 -87 10.5 +4.9
XITK State Street SPDR FactSet Innovative Technology ETF 3.9 45 -37 -0.0 -5.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.9 12 -4 6.0 +0.4
FTA First Trust Large Cap Value AlphaDEX Fund 3.8 59 -51 8.8 +3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.8 20 -12 4.5 -1.1
RJDI RJ Eagle GCM Dividend Select Income ETF 3.8 55 -47 5.4 -0.2
PEXL Pacer US Export Leaders ETF 3.7 60 -52 4.6 -1.0
XMAG Defiance Large Cap ex-Mag 7 ETF 3.7 35 -27 5.1 -0.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 3.7 7 1 10.9 +5.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.7 20 -12 6.5 +0.9
SRHQ SRH U.S. Quality ETF 3.7 35 -27 7.6 +2.0
DGT State Street SPDR Global Dow ETF 3.7 50 -42 6.5 +0.9
NUDV Nuveen ESG Dividend ETF 3.7 26 -18 7.5 +1.9
GKAT Scharf Global Opportunity ETF 3.6 57 -49 6.1 +0.5
MGV Vanguard Mega Cap Value ETF 3.6 7 1 6.5 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 3.6 59 -51 5.9 +0.3
HDV iShares Core High Dividend ETF 3.5 8 0 7.0 +1.4
VOOV Vanguard S&P 500 Value ETF 3.5 7 1 6.2 +0.6
IVE iShares S&P 500 Value ETF 3.5 18 -10 6.1 +0.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.5 4 4 6.3 +0.6
SAGP Strategas Global Policy Opportunities ETF 3.5 65 -57 5.5 -0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 3.5 50 -42 5.8 +0.2
MVAL VanEck Morningstar Wide Moat Value ETF 3.5 49 -41 7.0 +1.4
ICAP InfraCap Equity Income Fund ETF 3.4 171 -163 4.7 -0.9
VTV Vanguard Value ETF 3.4 4 4 6.8 +1.2
GDIV Harbor Dividend Growth Leaders ETF 3.4 50 -42 5.1 -0.5
JSTC Adasina Social Justice All Cap Global ETF 3.4 89 -81 5.0 -0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -47 4.3 -1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.4 38 -30 6.4 +0.8
LOUP Innovator Deepwater Frontier Tech ETF 3.4 70 -62 1.3 -4.3
MOTG VanEck Morningstar Global Wide Moat ETF 3.4 52 -44 8.9 +3.3
SPGP Invesco S&P 500 GARP ETF 3.3 34 -26 6.8 +1.2
IUSV iShares Core S&P US Value ETF 3.3 4 4 6.4 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 3.3 20 -12 5.9 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 -7 7.7 +2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 -1 6.2 +0.6
DEUS Xtrackers Russell US Multifactor ETF 3.3 17 -9 6.8 +1.2
EQAL Invesco Russell 1000 Equal Weight ETF 3.2 20 -12 7.1 +1.5
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 -1 6.3 +0.7
FXL First Trust Technology AlphaDEX Fund 3.1 61 -53 6.0 +0.4
ALTL Pacer Lunt Large Cap Alternator ETF 3.1 60 -52 4.7 -0.9
SIZE iShares MSCI USA Size Factor ETF 3.1 15 -7 6.1 +0.5
IGV iShares Expanded Tech-Software Sector ETF 3.0 41 -33 3.3 -2.3
MOAT VanEck Morningstar Wide Moat ETF 3.0 46 -38 6.2 +0.6
PDP Invesco Dorsey Wright Momentum ETF 3.0 62 -54 2.0 -3.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 31 -23 6.9 +1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.0 18 -10 7.7 +2.1
GVLU Gotham 1000 Value ETF 3.0 50 -42 8.8 +3.2
IVES Wedbush ETFMG Global Cloud Technology ETF 3.0 68 -60 6.2 +0.6
FBOT Fidelity Disruptive Automation ETF 3.0 50 -42 3.5 -2.2
SDY State Street SPDR S&P Dividend ETF 3.0 35 -27 6.8 +1.2
VAMO Cambria Value & Momentum ETF 2.9 61 -53 6.4 +0.8
ABEQ Absolute Select Value ETF 2.9 85 -77 4.6 -1.0
DEW WisdomTree Global High Dividend Fund 2.9 58 -50 8.2 +2.6
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.9 60 -52 4.0 -1.7
VOE Vanguard Mid-Cap Value ETF 2.9 7 1 7.8 +2.1
FDVV Fidelity High Dividend ETF 2.9 15 -7 7.6 +1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.9 35 -27 6.2 +0.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.8 59 -51 5.9 +0.2
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -52 4.7 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 -17 5.5 -0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.7 25 -17 5.5 -0.1
SPHB Invesco S&P 500 High Beta ETF 2.7 25 -17 5.1 -0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.7 29 -21 6.9 +1.3
GEW Cambria Global EW ETF 2.7 29 -21 0.0 -5.6
RNIN Bushido Capital US SMID Cap Equity ETF 2.7 70 -62 12.6 +7.0
DFNV Donoghue Forlines Innovation ETF 2.7 69 -61 4.5 -1.2
VO Vanguard Mid-Cap ETF 2.6 4 4 6.0 +0.4
PTF Invesco Dorsey Wright Technology Momentum ETF 2.6 60 -52 -1.1 -6.7
XT iShares Exponential Technologies ETF 2.6 46 -38 4.6 -1.0
ARB AltShares Merger Arbitrage ETF 2.6 77 -69 4.0 -1.7
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -44 10.3 +4.6
FPX First Trust US Equity Opportunities ETF 2.5 61 -53 1.0 -4.6
ARKX ARK Space Exploration & Innovation ETF 2.5 75 -67 0.3 -5.4
SPIT F/m Emerald Special Situations ETF 2.5 105 -97 -1.0 -6.6
PKW Invesco Buyback Achievers ETF 2.5 62 -54 8.1 +2.5
VFLO VictoryShares Free Cash Flow ETF 2.5 39 -31 10.2 +4.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.4 20 -12 6.8 +1.2
IWS iShares Russell Mid-Cap Value ETF 2.4 23 -15 7.2 +1.5
VYM Vanguard High Dividend Yield Index ETF 2.4 6 2 7.0 +1.4
TRFM AAM Transformers ETF 2.4 49 -41 1.3 -4.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 2 4.2 -1.4
DIVG Invesco S&P 500 High Dividend Growers ETF 2.4 39 -31 8.5 +2.8
IWR iShares Russell Midcap ETF 2.3 19 -11 6.2 +0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.3 75 -67 7.6 +2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -56 1.2 -4.5
AKAF The Frontier Economic Fund 2.3 20 -12 6.4 +0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 -7 4.8 -0.8
FMDE Fidelity Enhanced Mid Cap ETF 2.3 23 -15 5.9 +0.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 -22 8.1 +2.5
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 -10 6.9 +1.3
EZM WisdomTree U.S. MidCap Fund 2.2 38 -30 8.6 +3.0
IMCB iShares Morningstar Mid-Cap ETF 2.2 4 4 6.3 +0.6
VOT Vanguard Mid-Cap Growth ETF 2.2 7 1 3.5 -2.1
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 4 6.7 +1.1
ARKQ ARK Autonomous Technology & Robotics ETF 2.2 75 -67 1.2 -4.5
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -72 6.2 +0.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -57 2.0 -3.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 -52 7.4 +1.8
ARKK ARK Innovation ETF 2.2 75 -67 -2.5 -8.1
SMRI Bushido Capital US Equity ETF 2.2 71 -63 10.0 +4.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -41 4.9 -0.7
ARKF ARK Fintech Innovation ETF 2.1 75 -67 0.2 -5.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 2 8.2 +2.5
SFYX SoFi Next 500 ETF 2.1 0 8 6.0 +0.4
FMKT The Free Markets ETF 2.1 76 -68 3.6 -2.1
FLDZ RiverNorth Patriot ETF 2.1 75 -67 6.3 +0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 -32 6.1 +0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 67 -59 9.9 +4.3
CLOU Global X Cloud Computing ETF 2.0 68 -60 2.4 -3.2
IWP iShares Russell Mid-Cap Growth ETF 2.0 23 -15 3.4 -2.3
JHMM John Hancock Multifactor Mid Cap ETF 2.0 42 -34 6.3 +0.7
PY Principal Value ETF 2.0 15 -7 7.3 +1.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.0 20 -12 2.9 -2.7
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 -5 6.1 +0.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.0 70 -62 5.0 -0.7
BFOR ALPS Barron's 400 ETF 1.9 65 -57 5.9 +0.3
DIA SPDR Dow Jones Industrial Average ETF 1.9 16 -8 5.5 -0.1
QTUM Defiance Quantum ETF 1.9 40 -32 5.4 -0.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.9 35 -27 5.8 +0.2
TMFX Motley Fool Next Index ETF 1.9 50 -42 3.3 -2.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.9 65 -57 8.1 +2.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 -12 8.1 +2.5
XOEF iShares S&P 500 ex S&P 100 ETF 1.8 20 -12 5.6 +0.0
GPT Intelligent Alpha Atlas ETF 1.8 69 -61 5.6 -0.0
ETHO Etho Climate Leadership U.S. ETF 1.8 47 -39 5.5 -0.1
RUNN Running Oak Efficient Growth ETF 1.7 58 -50 5.2 -0.4
USXF iShares ESG Advanced MSCI USA ETF 1.7 10 -2 4.8 -0.8
XSW State Street SPDR S&P Software & Services ETF 1.7 35 -27 3.1 -2.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.7 27 -19 7.2 +1.6
FTCS First Trust Capital Strength ETF 1.7 55 -47 5.9 +0.2
IEDI iShares U.S. Consumer Focused ETF 1.7 18 -10 5.8 +0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.7 48 -40 9.1 +3.4
FVD First Trust Value Line Dividend Index Fund 1.7 65 -57 6.2 +0.6
UFO Procure Space ETF 1.6 75 -67 0.2 -5.4
TXS Texas Capital Texas Equity Index ETF 1.6 49 -41 6.0 +0.4
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -72 6.2 +0.6
FLV American Century Focused Large Cap Value ETF 1.6 42 -34 6.7 +1.1
SFGV Sequoia Global Value ETF 1.6 23 -15 8.2 +2.6
FSMD Fidelity Small-Mid Multifactor ETF 1.4 15 -7 6.9 +1.3
NXTG First Trust Indxx NextG ETF 1.4 70 -62 5.0 -0.6
ACTV LeaderShares Activist Leaders ETF 1.4 75 -67 5.6 +0.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.4 49 -41 10.9 +5.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.4 60 -52 5.1 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 -7 6.1 +0.4
CZA Invesco Zacks Mid-Cap ETF 1.3 72 -64 7.3 +1.7
WDIV SPDR S&P Global Dividend ETF 1.3 40 -32 8.8 +3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -41 9.0 +3.4
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -52 7.0 +1.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.2 60 -52 4.2 -1.5
NBDS Neuberger Berman Disrupters ETF 1.2 55 -47 0.8 -4.8
PFM Invesco Dividend Achievers ETF 1.2 53 -45 5.3 -0.4
CGDG Capital Group Dividend Growers ETF 1.2 47 -39 6.0 +0.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 -12 10.2 +4.6
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 -30 9.1 +3.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -47 10.1 +4.5
FFTY Innovator IBD 50 ETF 1.0 80 -72 -2.6 -8.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 6.0 +0.4
DGRO iShares Core Dividend Growth ETF 1.0 8 0 6.5 +0.9
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 -12 8.9 +3.3
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 4 7.1 +1.4
SMOT VanEck Morningstar SMID Moat ETF 1.0 49 -41 6.8 +1.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 -53 2.2 -3.4
RCGE RockCreek Global Equality ETF 1.0 95 -87 6.6 +1.0
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.0 75 -67 2.9 -2.7
DTEC ALPS Disruptive Technologies ETF 0.9 50 -42 3.8 -1.8
TTAC FCF US Quality ETF 0.9 59 -51 6.0 +0.4
SURE AdvisorShares Insiders Advantage ETF 0.9 90 -82 9.7 +4.1
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 -47 12.7 +7.1
STXM Strive Mid-Cap ETF 0.8 18 -10 6.4 +0.8
GINX SGI Enhanced Global Income ETF 0.8 98 -90 7.9 +2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 -12 6.1 +0.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -48 10.2 +4.6
VBK Vanguard Small-Cap Growth ETF 0.7 7 1 1.8 -3.8
CVAR Cultivar ETF 0.7 87 -79 6.9 +1.3
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -57 8.3 +2.6
VB Vanguard Small-Cap ETF 0.6 5 3 6.1 +0.5
LQPE PEO AlphaQuest Thematic PE ETF 0.6 125 -117 6.8 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 1 5.8 +0.2
VBR Vanguard Small Cap Value ETF 0.6 7 1 9.1 +3.5
NIXT Research Affiliates Deletions ETF 0.6 9 -1 8.2 +2.6
USCF Themes US Cash Flow Champions ETF 0.6 29 -21 9.0 +3.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.6 52 -44 5.7 +0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.6 58 -50 5.7 +0.1
PTL Inspire 500 ETF 0.6 9 -1 5.3 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -62 2.2 -3.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 -9 5.9 +0.3
SPHQ Invesco S&P 500 Quality ETF 0.5 15 -7 5.6 0.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 -16 8.1 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -52 6.9 +1.3
VIG Vanguard Dividend Appreciation ETF 0.5 5 3 5.5 -0.1
SMMD iShares Russell 2500 ETF 0.5 15 -7 6.8 +1.2
PRAY FIS Christian Stock Fund 0.5 69 -61 5.1 -0.5
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 2 9.2 +3.6
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 -20 9.9 +4.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 -16 7.5 +1.9
ISCB iShares Morningstar Small-Cap ETF 0.3 4 4 6.1 +0.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 2 2.9 -2.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 -17 8.8 +3.2
LGCF Themes US Cash Flow Champions ETF 0.3 30 -22 8.2 +2.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -62 10.8 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -31 4.2 -1.4
DFAS Dimensional U.S. Small Cap ETF 0.2 26 -18 6.6 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -52 7.1 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 -7 6.0 +0.3

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 The Communication Services Select Sector SPDR Fund
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 14.4 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 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.