Communication Services Select Sector SPDR Fund
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 27.6x P/Sales
ratio		 2.1x
P/BV
ratio		 2.6x Div.
yield		 1.0%


  • 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) $20,689
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 22
Wgt avg mkt cap (mns) $887,434
Large cap (>$10bn) 99.0%
Mid cap ($2-10bn) 1.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
META PLATFORMS INC 19.3 %
ALPHABET INC. CLASS A 9.4 %
ALPHABET INC. CLASS C 7.7 %
NETFLIX INC 7.0 %
AT&T INC 5.4 %
T-MOBILE US, INC. 5.2 %
TAKE-TWO INTERACTIVE SOFTWRE 5.1 %
VERIZON COMMUNICATIONS INC 4.9 %
CHARTER COMMUNICATIONS, INC. CLASS 4.4 %
COMCAST CORP-CL A 4.2 %
Total 72.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
5.4% 29.6% 16.0% -- 12.2%

Market Correlations
versus... Beta R-squared
S&P500 1.03 76%
MSCI EAFE 0.89 58%
MSCI Emg. Mkts. 0.82 50%

Technical Indicators
Recent close $97.27
30d moving avg. $101.56
Annualized volatility 20.2%
Short interest (ETF) 2.4%
Short interest (Underlying) 2.6%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 4,881
Turnover 2.3%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $14,729

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 630 potential alternatives to 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™: 5.9%


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
(%)
FCOM Fidelity MSCI Communication Services Index ETF 73.9 8 -0 4.6 -1.3
VOX Vanguard Communication Services ETF 73.7 10 -2 4.5 -1.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 69.6 40 -32 6.9 +1.0
IXP iShares Global Comm Services ETF 65.8 42 -34 5.0 -0.9
FDN First Trust Dow Jones Internet Index Fund 27.5 52 -44 3.9 -2.0
FDND FT Vest Dow Jones Internet & Target Income ETF 27.4 75 -67 3.7 -2.2
PNQI Invesco NASDAQ Internet ETF 25.0 60 -52 2.4 -3.5
IYZ iShares U.S. Telecommunications ETF 22.9 40 -32 7.8 +1.8
ACSI American Customer Satisfaction ETF 22.2 65 -57 4.7 -1.2
IGM iShares Expanded Tech Sector ETF 21.1 41 -33 4.7 -1.2
BNGE First Trust S-Network Streaming and Gaming ETF 20.8 70 -62 -3.3 -9.2
CGGR Capital Group Growth ETF 20.4 39 -31 2.9 -3.0
GGME Invesco Next Gen Media and Gaming ETF 19.5 60 -52 3.8 -2.2
XPND First Trust Expanded Technology ETF 19.5 65 -57 4.8 -1.1
FPAG FPA Global Equity ETF 19.3 49 -41 5.4 -0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 18.1 15 -7 4.7 -1.2
FDCF Fidelity Disruptive Communications ETF 17.8 50 -42 3.4 -2.6
IGPT Invesco AI and Next Gen Software ETF 17.8 60 -52 4.3 -1.6
QTOP iShares Nasdaq Top 30 Stocks ETF 17.6 20 -12 5.0 -0.9
DARP Grizzle Growth ETF 17.5 75 -67 4.1 -1.8
XDAT Franklin Exponential Data ETF 17.5 50 -42 3.9 -2.0
BELT iShares Long-Term U.S. Equity Active ETF 17.4 75 -67 3.9 -2.0
BWEB Bitwise Web3 ETF 17.2 85 -77 0.9 -5.0
RND First Trust Bloomberg R&D Leaders ETF 16.4 60 -52 3.9 -2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 16.4 80 -72 6.6 +0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 16.2 14 -6 6.3 +0.4
VERS ProShares Metaverse ETF 16.2 58 -50 -11.2 -17.1
WUGI AXS Esoterica NextG Economy ETF 16.1 75 -67 2.3 -3.7
QQQ Invesco QQQ Trust Series I 15.8 20 -12 4.7 -1.2
FFOG Franklin Focused Growth ETF 15.8 61 -53 3.2 -2.7
GGRW Gabelli Growth Innovators ETF 15.8 90 -82 2.5 -3.5
QQQM Invesco NASDAQ 100 ETF 15.5 15 -7 4.8 -1.1
OGIG ALPS O'Shares Global Internet Giants ETF 15.5 48 -40 2.1 -3.8
LCLG Logan Capital Broad Innovative Growth ETF 15.2 99 -91 5.3 -0.7
LCF Touchstone US Large Cap Focused ETF 15.2 69 -61 4.3 -1.6
HLAL Wahed FTSE USA Shariah ETF 15.1 50 -42 5.2 -0.7
SOCL Global X Social Media ETF 15.0 65 -57 -8.0 -14.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 15.0 15 -7 6.4 +0.5
DEMZ Democratic Large Cap Core ETF 15.0 45 -37 4.8 -1.1
XTL SPDR S&P Telecom ETF 14.9 35 -27 4.4 -1.5
DANA Dana Unconstrained Equity ETF 14.9 50 -42 2.3 -3.6
IVW iShares S&P 500 Growth ETF 14.8 18 -10 4.4 -1.6
VOOG Vanguard S&P 500 Growth ETF 14.8 10 -2 5.0 -1.0
IVRS iShares Future Metaverse Tech and Communications ETF 14.8 47 -39 -5.6 -11.5
SPYG SPDR Portfolio S&P 500 Growth ETF 14.8 4 4 4.5 -1.4
GK AdvisorShares Gerber Kawasaki ETF 14.8 75 -67 3.4 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 14.7 21 -13 4.3 -1.6
METV Roundhill Ball Metaverse ETF 14.7 59 -51 3.8 -2.1
FDG American Century Focused Dynamic Growth ETF 14.7 45 -37 2.9 -3.0
SFYF SoFi Social 50 ETF 14.6 29 -21 -2.1 -8.0
IWY iShares Russell Top 200 Growth ETF 14.5 20 -12 5.1 -0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 14.5 50 -42 4.7 -1.2
XLG Invesco S&P 500 Top 50 ETF 14.5 20 -12 4.8 -1.1
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 14.4 75 -67 4.7 -1.3
GQQQ Astoria US Quality Growth Kings ETF 14.3 35 -27 5.7 -0.2
RVER Trenchless Fund ETF 14.1 65 -57 0.2 -5.7
VNSE Natixis Vaughan Nelson Select ETF 14.1 80 -72 3.5 -2.5
CRTC Xtrackers US National Critical Technologies ETF 14.1 35 -27 5.5 -0.5
TMFC Motley Fool 100 Index ETF 14.0 50 -42 4.0 -1.9
IUSG iShares Core S&P U.S. Growth ETF 14.0 4 4 4.6 -1.4
FELG Fidelity Enhanced Large Cap Growth ETF 13.9 18 -10 5.1 -0.8
BGRO iShares Large Cap Growth Active ETF 13.8 55 -47 3.9 -2.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.7 15 -7 5.9 -0.1
SPXT ProShares S&P 500 Ex-Technology ETF 13.7 9 -1 5.5 -0.5
DUSA Davis Select U.S. Equity ETF 13.7 61 -53 7.9 +2.0
FBCG Fidelity Blue Chip Growth ETF 13.6 59 -51 3.3 -2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 13.6 36 -28 4.9 -1.0
DFVX Dimensional US Large Cap Vector ETF 13.6 22 -14 6.4 +0.5
JGRO JPMorgan Active Growth ETF 13.6 44 -36 4.1 -1.9
GSPY Gotham Enhanced 500 ETF 13.6 50 -42 5.4 -0.5
KNCT Invesco Next Gen Connectivity ETF 13.6 40 -32 4.8 -1.1
ITAN Sparkline Intangible Value ETF 13.5 50 -42 6.3 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 13.5 15 -7 8.9 +3.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 13.5 30 -22 4.9 -1.0
OND ProShares On-Demand ETF 13.3 58 -50 -2.4 -8.3
EPS WisdomTree U.S. LargeCap Fund 13.2 8 0 5.9 -0.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 13.2 40 -32 3.9 -2.0
QGRW WisdomTree U.S. Quality Growth Fund 13.1 28 -20 5.2 -0.7
IWF iShares Russell 1000 Growth ETF 13.1 19 -11 4.9 -1.0
VONG Vanguard Russell 1000 Growth ETF 13.1 8 0 5.0 -0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13.0 19 -11 6.5 +0.6
OEF iShares S&P 100 ETF 13.0 20 -12 5.0 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 13.0 65 -57 4.9 -1.1
VSLU Applied Finance Valuation Large Cap ETF 12.9 49 -41 6.0 +0.1
FMET Fidelity Metaverse ETF 12.9 39 -31 5.4 -0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 12.8 60 -52 4.8 -1.1
INRO iShares U.S. Industry Rotation Active ETF 12.8 42 -34 4.8 -1.1
QQMG Invesco ESG NASDAQ 100 ETF 12.8 20 -12 5.0 -0.9
MILN Global X Millennial Consumer ETF 12.7 50 -42 2.8 -3.1
IUS Invesco RAFI Strategic US ETF 12.7 19 -11 7.1 +1.2
LRGC AB US Large Cap Strategic Equities ETF 12.7 48 -40 4.9 -1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 12.6 18 -10 4.8 -1.1
MGK Vanguard Mega Cap Growth ETF 12.6 7 1 4.7 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 12.5 4 4 4.6 -1.4
VUG Vanguard Growth ETF 12.5 4 4 4.5 -1.5
SDEP SFP Core Equity Strategy 12.5 10 -2 6.5 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 12.4 38 -30 5.1 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.4 7 1 5.2 -0.7
ARVR First Trust Indxx Metaverse ETF 12.4 70 -62 0.7 -5.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 12.4 8 0 5.2 -0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 12.3 29 -21 4.5 -1.4
USMC Principal U.S. Mega-Cap ETF 12.2 12 -4 4.7 -1.2
FDTX Fidelity Disruptive Technology ETF 12.2 50 -42 3.2 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 12.1 75 -67 4.3 -1.7
LGRO Level Four Large Cap Growth Active ETF 11.9 55 -47 4.5 -1.4
WBIY WBI Power Factor High Dividend ETF 11.8 100 -92 11.5 +5.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 11.8 75 -67 3.3 -2.6
ILCG iShares Morningstar Growth ETF 11.8 4 4 4.2 -1.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 11.7 60 -52 4.4 -1.6
BEEX BeeHive ETF 11.7 84 -76 4.5 -1.4
SPXN ProShares S&P 500 Ex-Financials ETF 11.4 9 -1 5.4 -0.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 11.4 56 -48 1.3 -4.6
TOPT iShares Top 20 U.S. Stocks ETF 11.4 20 -12 4.3 -1.6
AVLV Avantis U.S. Large Cap Value ETF 11.2 15 -7 7.6 +1.7
QLC FlexShares US Quality Large Cap Index Fund 11.2 25 -17 5.8 -0.2
SPVU Invesco S&P 500 Enhanced Value ETF 11.2 13 -5 9.8 +3.8
IYC iShares U.S. Consumer Discretionary ETF 11.1 40 -32 3.8 -2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 11.1 12 -4 5.0 -0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 11.1 15 -7 4.9 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 11.1 59 -51 2.2 -3.7
COWS Amplify Cash Flow Dividend Leaders ETF 11.0 0 8 12.0 +6.1
SXQG ETC 6 Meridian Quality Growth ETF 11.0 100 -92 5.2 -0.7
CHAT Roundhill Generative AI & Technology ETF 10.9 75 -67 3.9 -2.0
FELC Fidelity Enhanced Large Cap Core ETF 10.9 18 -10 5.6 -0.3
LRGE ClearBridge Large Cap Growth ESG ETF 10.9 59 -51 3.9 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 10.8 26 -18 4.2 -1.8
MGC Vanguard Mega Cap ETF 10.8 7 1 5.1 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 10.8 9 -1 5.0 -0.9
IWL iShares Russell Top 200 ETF 10.7 15 -7 5.0 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 10.6 15 -7 4.2 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 10.6 49 -41 5.0 -1.0
VLUE iShares MSCI USA Value Factor ETF 10.6 15 -7 10.6 +4.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.6 10 -2 5.7 -0.2
CGUS Capital Group Core Equity ETF 10.5 33 -25 4.6 -1.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.5 48 -40 6.2 +0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 10.5 56 -48 6.7 +0.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.4 47 -39 5.5 -0.4
TIME Clockwise Core Equity & Innovation ETF 10.4 95 -87 -0.4 -6.3
HDUS Hartford Disciplined US Equity ETF 10.4 19 -11 6.1 +0.2
XVV iShares ESG Screened S&P 500 ETF 10.4 8 0 5.2 -0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 10.3 45 -37 5.1 -0.8
LYLD Cambria Large Cap Shareholder Yield ETF 10.3 59 -51 9.5 +3.6
PWB Invesco Large Cap Growth ETF 10.3 56 -48 3.2 -2.7
QVML Invesco S&P 500 QVM Multi-factor ETF 10.3 11 -3 5.1 -0.9
STXG Strive 1000 Growth ETF 10.3 18 -10 4.4 -1.5
SDOG ALPS Sector Dividend Dogs ETF 10.2 36 -28 8.9 +3.0
SPHQ Invesco S&P 500 Quality ETF 10.2 15 -7 5.7 -0.2
ESGV Vanguard ESG U.S. Stock ETF 10.2 9 -1 5.2 -0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 10.2 12 -4 5.0 -0.9
FLQL Franklin LibertyQ U.S. Equity ETF 10.2 15 -7 6.0 +0.1
YLDE ClearBridge Dividend Strategy ESG ETF 10.1 60 -52 5.0 -0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.0 20 -12 5.3 -0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.9 10 -2 5.6 -0.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 9.9 85 -77 9.1 +3.2
SPXE ProShares S&P 500 Ex-Energy ETF 9.9 9 -1 5.2 -0.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 9.8 49 -41 5.1 -0.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 9.8 15 -7 7.7 +1.8
QUAL iShares MSCI USA Quality Factor ETF 9.7 15 -7 5.8 -0.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.7 20 -12 5.1 -0.8
AVSU Avantis Responsible U.S. Equity ETF 9.7 15 -7 6.6 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.7 7 1 5.2 -0.7
VLU SPDR S&P 1500 Value Tilt ETF 9.7 12 -4 6.9 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 9.6 10 -2 5.6 -0.3
UDI USCF Dividend Income Fund 9.6 65 -57 7.5 +1.6
SPDV AAM S&P 500 High Dividend Value ETF 9.6 29 -21 10.2 +4.3
SPMO Invesco S&P 500 Momentum ETF 9.6 13 -5 3.9 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 9.6 29 -21 5.2 -0.7
FNDX Schwab Fundamental US Large Co. Index ETF 9.5 25 -17 7.2 +1.3
FDLO Fidelity Low Volatility Factor ETF 9.5 15 -7 5.4 -0.5
MODL VictoryShares WestEnd U.S. Sector ETF 9.5 42 -34 5.0 -0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 9.5 0 8 5.3 -0.7
SHE SPDR MSCI USA Gender Diversity ETF 9.5 20 -12 4.9 -1.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 9.5 35 -27 4.9 -1.1
VOTE TCW Transform 500 ETF 9.4 5 3 5.2 -0.7
VOO Vanguard S&P 500 ETF 9.4 3 5 5.3 -0.6
IVV iShares Core S&P 500 ETF 9.4 3 5 5.3 -0.6
SPLG SPDR Portfolio S&P 500 ETF 9.4 2 6 5.3 -0.6
PBUS Invesco MSCI USA ETF 9.4 4 4 5.2 -0.7
SPY SPDR S&P 500 ETF Trust 9.4 9 -1 5.2 -0.7
ADME Aptus Drawdown Managed Equity ETF 9.4 79 -71 4.4 -1.6
RVRB Reverb ETF 9.4 30 -22 5.0 -0.9
QVAL Alpha Architect US Quantitative Value ETF 9.4 39 -31 10.7 +4.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.3 2 6 5.3 -0.7
VV Vanguard Large-Cap ETF 9.3 4 4 5.2 -0.7
BUYZ Franklin Disruptive Commerce ETF 9.3 50 -42 2.1 -3.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.3 79 -71 5.0 -0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.3 58 -50 4.6 -1.3
BUZZ VanEck Social Sentiment ETF 9.3 75 -67 1.1 -4.9
QUS SPDR MSCI USA StrategicFactors ETF 9.3 15 -7 5.9 -0.0
STRV Strive 500 ETF 9.3 5 3 5.2 -0.7
BLCR iShares Large Cap Core Active ETF 9.3 36 -28 4.8 -1.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 9.3 39 -31 4.5 -1.5
KLMN Invesco MSCI North America Climate ETF 9.2 9 -1 -0.1 -6.0
DIVZ TrueShares Low Volatility Equity Income ETF 9.2 65 -57 7.5 +1.5
FVAL Fidelity Value Factor ETF 9.2 15 -7 7.2 +1.3
ROE Astoria US Quality Kings ETF 9.2 49 -41 7.8 +1.9
ILCB iShares Morningstar U.S. Equity ETF 9.2 3 5 5.2 -0.7
EQWL Invesco S&P 100 Equal Weight ETF 9.1 25 -17 6.5 +0.6
HERO Global X Video Games & Esports ETF 9.1 50 -42 3.9 -2.0
NERD Roundhill Video Games ETF 9.1 50 -42 6.9 +1.0
FLRG Fidelity U.S. Multifactor ETF 9.1 15 -7 8.3 +2.4
AVUS Avantis U.S. Equity ETF 9.1 15 -7 6.0 +0.1
DWLD Davis Select Worldwide ETF 9.1 63 -55 6.5 +0.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.0 50 -42 8.2 +2.3
APUE ActivePassive U.S. Equity ETF 9.0 45 -37 5.0 -0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.0 14 -6 5.2 -0.7
AUSF Global X Adaptive U.S. Factor ETF 9.0 27 -19 9.2 +3.3
CAML Congress Large Cap Growth ETF 9.0 66 -58 3.6 -2.3
RGEF Rockefeller Global Equity ETF 8.9 55 -47 4.5 -1.4
FDMO Fidelity Momentum Factor ETF 8.9 15 -7 4.4 -1.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 8.9 25 -17 10.3 +4.4
FNDB Schwab Fundamental US Broad Market Index ETF 8.9 25 -17 7.2 +1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.9 11 -3 5.2 -0.7
TOGA Tremblant Global ETF 8.9 69 -61 1.9 -4.1
AIQ Global X Artificial Intelligence & Technology ETF 8.8 68 -60 3.9 -2.1
AIEQ AI Powered Equity ETF 8.8 75 -67 5.5 -0.4
IWB iShares Russell 1000 ETF 8.8 15 -7 5.2 -0.8
SCHX Schwab U.S. Large-Cap ETF 8.8 3 5 5.3 -0.7
RECS Columbia Research Enhanced Core ETF 8.8 15 -7 6.2 +0.3
QLTY GMO U.S. Quality ETF 8.8 50 -42 5.1 -0.8
VONE Vanguard Russell 1000 ETF 8.8 8 0 5.2 -0.7
DSI iShares MSCI KLD 400 Social ETF 8.7 25 -17 5.5 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -52 7.3 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.7 75 -67 5.0 -0.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.7 49 -41 5.8 -0.1
WTV WisdomTree US Value Fund of Benef Interest 8.7 12 -4 9.7 +3.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.7 3 5 5.4 -0.5
ESPO VanEck Video Gaming and eSports ETF 8.7 56 -48 3.7 -2.3
DFUS Dimensional U.S. Equity ETF 8.7 9 -1 5.2 -0.7
XNTK SPDR NYSE Technology ETF 8.7 35 -27 4.0 -1.9
DFSU Dimensional US Sustainability Core 1 ETF 8.7 18 -10 5.8 -0.1
WRND IQ Global Equity R&D Leaders ETF 8.7 18 -10 7.3 +1.4
IYY iShares Dow Jones U.S. ETF 8.6 20 -12 5.1 -0.8
FDRR Fidelity Dividend ETF for Rising Rates 8.6 15 -7 7.6 +1.7
FQAL Fidelity Quality Factor ETF 8.6 15 -7 6.1 +0.2
SCHK Schwab 1000 Index ETF 8.6 5 3 5.3 -0.7
GRNY Fundstrat Granny Shots US Large Cap ETF 8.5 75 -67 3.9 -2.0
IYW iShares U.S. Technology ETF 8.5 40 -32 4.9 -1.0
PRF Invesco FTSE RAFI US 1000 ETF 8.5 39 -31 7.0 +1.1
RFFC ALPS Active Equity Opportunity ETF 8.4 48 -40 4.7 -1.3
IWV iShares Russell 3000 ETF 8.4 20 -12 5.0 -0.9
VTHR Vanguard Russell 3000 ETF 8.4 10 -2 5.1 -0.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.4 50 -42 6.0 +0.1
ESGU iShares ESG Aware MSCI USA ETF 8.3 15 -7 5.3 -0.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.3 10 -2 4.7 -1.2
DFAU Dimensional US Core Equity Market ETF 8.3 12 -4 5.4 -0.5
OALC OneAscent Large Cap Core ETF 8.3 86 -78 4.7 -1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.3 15 -7 5.0 -0.9
VTI Vanguard Total Stock Market ETF 8.3 3 5 5.1 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.3 3 5 5.1 -0.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.2 75 -67 5.1 -0.8
EQIN Columbia US Equity Income ETF 8.2 35 -27 8.4 +2.5
SCHB Schwab U.S. Broad Market ETF 8.2 3 5 5.2 -0.7
YALL God Bless America ETF 8.2 65 -57 3.8 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 8.2 22 -14 5.7 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.2 10 -2 4.7 -1.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.1 65 -57 3.9 -2.0
VFMV Vanguard U.S. Minimum Volatility ETF 8.0 13 -5 5.5 -0.4
QGRO American Century U.S. Quality Growth ETF 8.0 29 -21 3.9 -2.0
VEGN US Vegan Climate ETF 8.0 60 -52 4.8 -1.1
KRMA Global X Conscious Companies ETF 7.9 43 -35 6.2 +0.3
DCOR Dimensional US Core Equity 1 ETF 7.9 14 -6 5.6 -0.3
MBCC Monarch Blue Chips Core ETF 7.9 125 -117 3.9 -2.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.8 60 -52 9.2 +3.3
USMF WisdomTree U.S. Multifactor Fund 7.8 28 -20 6.7 +0.8
CGDV Capital Group Dividend Value ETF 7.8 33 -25 5.1 -0.8
WFH Direxion Work From Home ETF 7.8 45 -37 5.9 -0.1
THRO iShares U.S. Thematic Rotation Active ETF 7.8 90 -82 4.2 -1.7
KOCG FIS Knights of Columbus Global Belief ETF 7.7 75 -67 4.8 -1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.7 9 -1 5.7 -0.2
SNPE Xtrackers S&P 500 ESG ETF 7.7 10 -2 5.4 -0.5
JVAL JPMorgan U.S. Value Factor ETF 7.7 12 -4 8.7 +2.8
NUMG Nuveen ESG Mid-Cap Growth ETF 7.7 31 -23 2.3 -3.6
SFY SoFi Select 500 ETF 7.6 0 8 4.9 -1.0
QDEF FlexShares Quality Dividend Defensive Index Fund 7.6 37 -29 6.2 +0.3
VALQ American Century U.S. Quality Value ETF 7.6 29 -21 7.3 +1.4
HKND Humankind US Stock ETF 7.5 11 -3 7.6 +1.7
AFLG First Trust Active Factor Large Cap ETF 7.5 55 -47 6.5 +0.5
RWL Invesco S&P 500 Revenue ETF 7.4 39 -31 7.2 +1.3
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 -21 7.8 +1.8
USSE Segall Bryant & Hamill Select Equity ETF 7.4 65 -57 4.2 -1.7
DFLV Dimensional US Large Cap Value ETF 7.4 22 -14 7.7 +1.8
DVND Touchstone Dividend Select ETF 7.3 67 -59 5.8 -0.2
ISHP First Trust Nasdaq Retail ETF 7.3 60 -52 2.8 -3.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.3 30 -22 8.3 +2.4
FUNL CornerCap Fundametrics Large-Cap ETF 7.3 50 -42 7.3 +1.4
JHML John Hancock Multifactor Large Cap ETF 7.2 29 -21 5.7 -0.2
FFND Future Fund Active ETF 7.2 100 -92 1.1 -4.9
NULC Nuveen ESG Large-Cap ETF 7.2 21 -13 5.2 -0.7
ANEW ProShares MSCI Transformational Changes ETF 7.2 45 -37 3.8 -2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.1 9 -1 5.1 -0.8
LOWV AB US Low Volatility Equity ETF 7.1 48 -40 5.2 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 7.1 9 -1 5.3 -0.7
DFAC Dimensional U.S. Core Equity 2 ETF 7.1 17 -9 5.8 -0.1
AOTG AOT Growth and Innovation ETF 7.0 75 -67 3.5 -2.4
ZECP Zacks Earnings Consistent Portfolio ETF 7.0 55 -47 4.9 -1.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 7.0 60 -52 8.0 +2.1
ROUS Hartford Multifactor US Equity ETF 7.0 19 -11 7.4 +1.5
WLDR Affinity World Leaders Equity ETF 7.0 67 -59 7.9 +2.0
TOK iShares MSCI Kokusai ETF 7.0 26 -18 5.1 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 7.0 30 -22 6.0 +0.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 7.0 15 -7 5.3 -0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.0 25 -17 5.6 -0.3
KONG Formidable Fortress ETF 6.9 89 -81 5.9 -0.0
MDLV Morgan Dempsey Large Cap Value ETF 6.9 58 -50 7.8 +1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 6.9 75 -67 5.2 -0.8
JPEF JPMorgan Equity Focus ETF 6.8 50 -42 4.2 -1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.8 7 1 7.4 +1.5
SSPY Syntax Stratified LargeCap ETF 6.8 30 -22 6.9 +1.0
HLGE Hartford Longevity Economy ETF 6.8 44 -36 6.4 +0.5
VUSE Vident U.S. Equity Strategy ETF 6.8 50 -42 4.8 -1.1
SUSA iShares MSCI USA ESG Select ETF 6.7 25 -17 5.4 -0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.7 65 -57 6.5 +0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.7 29 -21 6.6 +0.7
URTH iShares MSCI World ETF 6.6 24 -16 5.2 -0.7
DFUV Dimensional US Marketwide Value ETF 6.6 22 -14 7.6 +1.7
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 -42 5.3 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.6 32 -24 5.0 -1.0
DGRW WisdomTree US Quality Dividend Growth Fund 6.5 28 -20 5.7 -0.2
FDWM Fidelity Women's Leadership ETF 6.5 59 -51 5.0 -0.9
FTGS First Trust Growth Strength ETF 6.5 60 -52 6.2 +0.3
ULVM VictoryShares US Value Momentum ETF 6.4 20 -12 7.6 +1.7
ILCV iShares Morningstar Value ETF 6.4 4 4 6.5 +0.6
LRGF iShares U.S. Equity Factor ETF 6.4 8 0 5.9 +0.0
WISE Themes Generative Artificial Intelligence ETF 6.4 35 -27 0.4 -5.5
JGLO JPMorgan Global Select Equity ETF 6.4 33 -25 4.7 -1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 6.4 28 -20 5.9 -0.0
KLMT Invesco MSCI Global Climate 500 ETF 6.3 10 -2 5.4 -0.6
SYLD Cambria Shareholder Yield ETF 6.3 59 -51 11.9 +6.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.3 20 -12 5.3 -0.7
IOO iShares Global 100 ETF 6.3 41 -33 4.9 -1.0
USRD Themes US R&D Champions ETF 6.2 29 -21 7.2 +1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.1 12 -4 4.8 -1.2
BLCV iShares Large Cap Value Active ETF 6.1 53 -45 8.1 +2.2
QDF FlexShares Quality Dividend Index Fund 6.1 37 -29 6.4 +0.5
PSET Principal Quality ETF 6.1 15 -7 6.0 +0.1
GVIP Goldman Sachs Hedge Industry VIP ETF 6.1 45 -37 3.4 -2.5
DVY iShares Select Dividend ETF 6.1 38 -30 8.4 +2.5
JMOM JPMorgan U.S. Momentum Factor ETF 6.1 12 -4 4.7 -1.2
SPMV Invesco S&P 500 Minimum Variance ETF 6.0 10 -2 5.5 -0.4
DSTL Distillate US Fundamental Stability & Value ETF 6.0 39 -31 8.7 +2.8
AESR Anfield U.S. Equity Sector Rotation ETF 6.0 108 -100 4.7 -1.2
MOTE VanEck Morningstar ESG Moat ETF 6.0 49 -41 6.0 +0.1
IETC iShares U.S. Tech Independence Focused ETF 5.9 18 -10 4.8 -1.1
ACWI iShares MSCI ACWI ETF 5.9 32 -24 5.3 -0.7
COWZ Pacer US Cash Cows 100 ETF 5.9 49 -41 12.1 +6.2
BKWO BNY Mellon Women's Opportunities ETF 5.8 50 -42 4.1 -1.8
DTD WisdomTree U.S. Total Dividend Fund 5.8 28 -20 6.2 +0.2
VFMF Vanguard U.S. Multifactor ETF 5.8 18 -10 9.0 +3.1
PCGG Polen Capital Global Growth ETF 5.8 85 -77 3.7 -2.2
PEJ Invesco Leisure and Entertainment ETF 5.7 58 -50 -0.6 -6.5
CHGX AXS Change Finance ESG ETF 5.7 49 -41 5.7 -0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 5.7 45 -37 3.6 -2.4
GINN Goldman Sachs Innovate Equity ETF 5.6 52 -44 2.5 -3.4
KRUZ Unusual Whales Subversive Republican Trading ETF 5.6 75 -67 6.0 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 5.6 42 -34 5.1 -0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.6 25 -17 5.7 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.5 35 -27 7.5 +1.6
SPVM Invesco S&P 500 Value with Momentum ETF 5.5 39 -31 8.0 +2.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.5 29 -21 6.7 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.5 38 -30 7.5 +1.6
ARTY iShares Future AI & Tech ETF 5.4 47 -39 4.7 -1.2
USMV iShares MSCI USA Min Vol Factor ETF 5.4 15 -7 5.5 -0.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.4 5 3 7.3 +1.4
OPTZ Optimize Strategy Index ETF 5.3 50 -42 3.4 -2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 -1 5.4 -0.6
VT Vanguard Total World Stock ETF 5.2 7 1 5.6 -0.4
JQUA JPMorgan U.S. Quality Factor ETF 5.2 12 -4 6.1 +0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 5.2 45 -37 8.9 +3.0
JGRW Jensen Quality Growth ETF 5.2 57 -49 5.0 -0.9
AGQI First Trust Active Global Quality Income ETF 5.2 85 -77 5.2 -0.7
MOAT VanEck Morningstar Wide Moat ETF 5.2 46 -38 6.3 +0.4
NULV Nuveen ESG Large-Cap Value ETF 5.2 26 -18 6.5 +0.6
TMFX Motley Fool Next Index ETF 5.1 50 -42 3.3 -2.6
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 -41 6.8 +0.9
PKW Invesco Buyback Achievers ETF 5.1 62 -54 7.0 +1.0
ARKW ARK Next Generation Internet ETF 5.1 87 -79 -0.6 -6.5
SIXG Defiance Connective Technologies ETF 5.0 30 -22 5.4 -0.5
HART IQ Healthy Hearts ETF 5.0 45 -37 6.2 +0.3
IWX iShares Russell Top 200 Value ETF 5.0 20 -12 6.1 +0.2
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -77 2.5 -3.5
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 -7 6.6 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 5.0 59 -51 2.9 -3.1
JHDV John Hancock U.S. High Dividend ETF 4.9 34 -26 7.0 +1.1
STXV Strive 1000 Value ETF 4.9 18 -10 7.8 +1.9
GLOF iShares Global Equity Factor ETF 4.9 20 -12 6.7 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.9 60 -52 7.6 +1.7
RPV Invesco S&P 500 Pure Value ETF 4.9 35 -27 12.1 +6.1
RAYD Rayliant Quantitative Developed Market Equity ETF 4.8 80 -72 4.4 -1.5
LVOL American Century Low Volatility ETF 4.8 29 -21 5.0 -0.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.8 61 -53 6.9 +1.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.7 60 -52 9.9 +4.0
BOUT Innovator IBD Breakout Opportunities ETF 4.7 81 -73 4.5 -1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 4.7 52 -44 10.7 +4.8
SCHD Schwab US Dividend Equity ETF 4.7 6 2 9.6 +3.7
FIVG Defiance Next Gen Connectivity ETF 4.7 30 -22 5.3 -0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.6 18 -10 5.6 -0.4
QUVU Hartford Quality Value ETF 4.6 46 -38 6.6 +0.7
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 4.6 57 -49 4.4 -1.5
FOVL iShares Focused Value Factor ETF 4.6 25 -17 8.9 +3.0
FBCV Fidelity Blue Chip Value ETF 4.5 59 -51 7.4 +1.5
ODDS Pacer BlueStar Digital Entertainment ETF 4.5 60 -52 2.3 -3.6
TBG TBG Dividend Focus ETF 4.5 59 -51 6.9 +1.0
FELV Fidelity Enhanced Large Cap Value ETF 4.5 18 -10 6.6 +0.7
REVS Columbia Research Enhanced Value ETF 4.5 19 -11 7.6 +1.7
CGGO Capital Group Global Growth Equity ETF 4.4 47 -39 4.6 -1.3
MGRO VanEck Morningstar Wide Moat Growth ETF 4.3 49 -41 4.8 -1.1
JEPI JPMorgan Equity Premium Income ETF 4.3 35 -27 5.5 -0.4
SKYY First Trust Cloud Computing ETF 4.3 60 -52 3.9 -2.0
ACVF American Conservative Values ETF 4.3 75 -67 4.5 -1.4
DGT SPDR Global Dow ETF 4.3 50 -42 6.2 +0.3
SAMT Strategas Macro Thematic Opportunities ETF 4.2 65 -57 3.7 -2.2
MOTO SmartETFs Smart Transportation & Technology ETF 4.2 68 -60 7.0 +1.1
DIV Global X SuperDividend US ETF 4.2 45 -37 7.8 +1.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 -4 6.4 +0.5
TMFG Motley Fool Global Opportunities ETF 4.2 85 -77 3.8 -2.2
IEDI iShares U.S. Consumer Focused ETF 4.2 18 -10 5.4 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 4.2 35 -27 5.2 -0.7
JAVA JPMorgan Active Value ETF 4.1 44 -36 5.9 +0.0
RPG Invesco S&P 500 Pure Growth ETF 4.1 35 -27 1.8 -4.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.1 7 1 9.1 +3.2
IWD iShares Russell 1000 Value ETF 4.1 19 -11 6.3 +0.4
FEX First Trust Large Cap Core AlphaDEX Fund 4.1 59 -51 6.1 +0.1
VONV Vanguard Russell 1000 Value ETF 4.1 8 0 6.5 +0.6
INCE Franklin Income Equity Focus ETF 4.1 29 -21 5.8 -0.1
PEXL Pacer US Export Leaders ETF 4.1 60 -52 6.1 +0.2
SWP SWP Growth & Income ETF 4.1 99 -91 4.4 -1.5
MGV Vanguard Mega Cap Value ETF 4.1 7 1 6.5 +0.6
CARZ First Trust NASDAQ Global Auto Index Fund 4.1 70 -62 3.7 -2.2
CLOD Themes Cloud Computing ETF 4.1 35 -27 2.8 -3.1
GCOW Pacer Global Cash Cows Dividend ETF 4.0 60 -52 12.6 +6.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.0 20 -12 5.8 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.0 20 -12 6.9 +1.0
RSP Invesco S&P 500 Equal Weight ETF 4.0 20 -12 6.7 +0.7
FCPI Fidelity Stocks for Inflation ETF 4.0 15 -7 8.2 +2.3
VFVA Vanguard U.S. Value Factor ETF 4.0 13 -5 10.4 +4.4
TMAT Main Thematic Innovation ETF 4.0 164 -156 -1.3 -7.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 -12 5.8 -0.1
VOOV Vanguard S&P 500 Value ETF 3.9 10 -2 6.7 +0.8
IVE iShares S&P 500 Value ETF 3.9 18 -10 6.2 +0.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.9 12 -4 5.3 -0.6
NUDV Nuveen ESG Dividend ETF 3.9 26 -18 7.5 +1.6
SPYV SPDR Portfolio S&P 500 Value ETF 3.9 4 4 6.4 +0.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.9 20 -12 5.0 -0.9
SYNB Putnam BioRevolution ETF 3.9 70 -62 2.8 -3.1
EQAL Invesco Russell 1000 Equal Weight ETF 3.8 20 -12 7.1 +1.2
VFMO Vanguard U.S. Momentum Factor ETF 3.8 13 -5 2.9 -3.0
EMOT First Trust S&P 500 Economic Moat ETF 3.7 60 -52 7.2 +1.3
VTV Vanguard Value ETF 3.7 4 4 6.7 +0.8
IUSV iShares Core S&P US Value ETF 3.7 4 4 6.5 +0.6
ARB AltShares Merger Arbitrage ETF 3.7 77 -69 4.3 -1.6
DHS WisdomTree U.S. High Dividend Fund 3.7 38 -30 7.6 +1.7
CFA VictoryShares US 500 Volatility Wtd ETF 3.6 35 -27 5.9 0.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 -30 5.8 -0.1
DIVB iShares Core Dividend ETF 3.6 5 3 7.6 +1.7
MOTG VanEck Morningstar Global Wide Moat ETF 3.6 52 -44 5.1 -0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.6 40 -32 5.9 -0.0
MVPA Miller Value Partners Appreciation ETF 3.6 60 -52 11.5 +5.5
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -51 8.8 +2.9
LOUP Innovator Deepwater Frontier Tech ETF 3.6 70 -62 2.5 -3.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -47 4.4 -1.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.5 60 -52 5.6 -0.4
RDVY First Trust Rising Dividend Achievers ETF 3.5 50 -42 10.0 +4.1
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -39 3.8 -2.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 -7 7.2 +1.3
PDP Invesco Dorsey Wright Momentum ETF 3.4 62 -54 3.8 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 4 6.6 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.3 60 -52 4.0 -1.9
SRHQ SRH U.S. Quality ETF 3.3 35 -27 8.2 +2.3
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 -41 6.2 +0.3
ABEQ Absolute Select Value ETF 3.2 85 -77 4.1 -1.8
XITK SPDR FactSet Innovative Technology ETF 3.2 45 -37 -5.5 -11.4
QDIV Global X S&P 500 Quality Dividend ETF 3.2 20 -12 8.5 +2.6
PTF Invesco Dorsey Wright Technology Momentum ETF 3.2 60 -52 2.0 -3.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.2 52 -44 5.6 -0.3
SAGP Strategas Global Policy Opportunities ETF 3.2 65 -57 5.7 -0.2
VYM Vanguard High Dividend Yield Index ETF 3.2 6 2 6.9 +1.0
JOET Virtus Terranova US Quality Momentum ETF 3.1 29 -21 4.8 -1.1
SDY SPDR S&P Dividend ETF 3.1 35 -27 6.2 +0.3
BDIV AAM Brentview Dividend Growth ETF 3.1 49 -41 4.6 -1.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.0 65 -57 2.5 -3.4
DEUS Xtrackers Russell US Multifactor ETF 3.0 17 -9 7.2 +1.3
SIZE iShares MSCI USA Size Factor ETF 3.0 15 -7 6.4 +0.5
CLNR IQ Cleaner Transport ETF 3.0 45 -37 6.3 +0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 61 -53 1.9 -4.0
BGDV Bahl & Gaynor Dividend ETF 3.0 45 -37 4.9 -1.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 -10 6.6 +0.7
PWV Invesco Large Cap Value ETF 3.0 55 -47 7.3 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 -1 6.3 +0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.0 18 -10 7.8 +1.9
ARKF ARK Fintech Innovation ETF 2.9 75 -67 -0.2 -6.1
ARKK ARK Innovation ETF 2.9 75 -67 -3.5 -9.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 -1 6.2 +0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 2.9 39 -31 7.7 +1.8
GDIV Harbor Dividend Growth Leaders ETF 2.9 50 -42 5.7 -0.2
VAMO Cambria Value & Momentum ETF 2.8 61 -53 6.4 +0.4
DEW WisdomTree Global High Dividend Fund 2.8 58 -50 7.9 +2.0
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 -23 7.0 +1.1
DRIV Global X Autonomous & Electric Vehicles ETF 2.7 68 -60 5.5 -0.4
EZM WisdomTree U.S. MidCap Fund 2.7 38 -30 9.0 +3.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.7 20 -12 8.0 +2.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 -7 4.7 -1.2
DURA VanEck Durable High Dividend ETF 2.6 29 -21 7.5 +1.6
SPHB Invesco S&P 500 High Beta ETF 2.6 25 -17 5.2 -0.7
JSTC Adasina Social Justice All Cap Global ETF 2.6 89 -81 4.5 -1.4
TRFM AAM Transformers ETF 2.6 49 -41 1.2 -4.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -56 2.2 -3.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -42 4.7 -1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 -41 4.9 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 2.5 20 -12 7.0 +1.1
FXL First Trust Technology AlphaDEX Fund 2.4 61 -53 5.3 -0.6
IGV iShares Expanded Tech-Software Sector ETF 2.4 41 -33 2.7 -3.2
IWS iShares Russell Mid-Cap Value ETF 2.4 23 -15 6.8 +0.8
FDVV Fidelity High Dividend ETF 2.4 15 -7 8.9 +3.0
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 -2 5.4 -0.5
GVLU Gotham 1000 Value ETF 2.4 50 -42 8.3 +2.4
VOE Vanguard Mid-Cap Value ETF 2.4 7 1 7.4 +1.5
GURU Global X Guru Index ETF 2.3 75 -67 1.9 -4.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.3 56 -48 12.2 +6.3
CCMG CCM Global Equity ETF 2.3 34 -26 7.3 +1.4
BFOR ALPS Barron's 400 ETF 2.2 65 -57 6.3 +0.4
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 -60 5.4 -0.5
FBOT Fidelity Disruptive Automation ETF 2.2 50 -42 3.8 -2.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.2 35 -27 6.2 +0.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.2 40 -32 8.7 +2.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -57 7.5 +1.6
SPGP Invesco S&P 500 GARP ETF 2.2 34 -26 9.2 +3.3
AIVC Amplify Bloomberg AI Value Chain ETF 2.1 59 -51 5.3 -0.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.1 75 -67 7.3 +1.4
DIA SPDR Dow Jones Industrial Average ETF Trust 2.1 16 -8 5.5 -0.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 -22 8.3 +2.4
UFO Procure Space ETF 2.1 75 -67 -0.9 -6.8
DUHP Dimensional US High Profitability ETF 2.1 21 -13 6.8 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.1 60 -52 10.8 +4.9
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 2 8.0 +2.1
DSMC Distillate Small/Mid Cash Flow ETF 2.0 55 -47 13.7 +7.8
PY Principal Value ETF 2.0 15 -7 7.3 +1.4
ARKX ARK Space Exploration & Innovation ETF 2.0 75 -67 2.9 -3.0
VO Vanguard Mid-Cap ETF 2.0 4 4 5.7 -0.2
IWR iShares Russell Midcap ETF 2.0 19 -11 5.9 -0.0
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 -15 6.0 +0.0
EQRR ProShares Equities for Rising Rates ETF 1.9 35 -27 8.2 +2.3
VFLO VictoryShares Free Cash Flow ETF 1.9 39 -31 10.4 +4.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 -31 4.1 -1.8
ECML Euclidean Fundamental Value ETF 1.9 95 -87 14.1 +8.2
SMRI Bushido Capital US Equity ETF 1.9 71 -63 10.6 +4.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 -17 5.1 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 -17 5.0 -0.9
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -52 5.6 -0.4
POWA Invesco Bloomberg Pricing Power ETF 1.8 40 -32 5.6 -0.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.8 75 -67 2.9 -3.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -59 9.3 +3.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.8 27 -19 6.5 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 1.8 42 -34 6.6 +0.7
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 4 6.1 +0.1
FVD First Trust Value Line Dividend Index Fund 1.8 65 -57 6.3 +0.4
NXTG First Trust Indxx NextG ETF 1.8 70 -62 6.3 +0.4
RUNN Running Oak Efficient Growth ETF 1.8 58 -50 5.1 -0.9
ICAP InfraCap Equity Income Fund ETF 1.8 171 -163 5.9 -0.1
FLDZ RiverNorth Patriot ETF 1.8 75 -67 5.8 -0.1
XSW SPDR S&P Software & Services ETF 1.7 35 -27 2.6 -3.3
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 -5 6.9 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 -7 6.4 +0.4
CVAR Cultivar ETF 1.7 87 -79 6.8 +0.9
FLV American Century Focused Large Cap Value ETF 1.7 42 -34 6.4 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.6 65 -57 5.7 -0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.6 39 -31 9.3 +3.4
GINX SGI Enhanced Global Income ETF 1.6 98 -90 7.2 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 2 4.1 -1.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -72 5.8 -0.1
ONEY SPDR Russell 1000 Yield Focus ETF 1.5 20 -12 9.7 +3.8
DFNV Donoghue Forlines Innovation ETF 1.5 69 -61 5.5 -0.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.5 20 -12 1.0 -4.9
TXS Texas Capital Texas Equity Index ETF 1.5 49 -41 5.2 -0.7
VOT Vanguard Mid-Cap Growth ETF 1.5 7 1 3.7 -2.3
PFM Invesco Dividend Achievers ETF 1.5 53 -45 5.5 -0.5
CLOU Global X Cloud Computing ETF 1.5 68 -60 2.0 -3.9
NIXT Research Affiliates Deletions ETF 1.5 9 -1 5.9 +0.0
WDIV SPDR S&P Global Dividend ETF 1.4 40 -32 8.9 +3.0
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -30 8.6 +2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.4 70 -62 4.3 -1.7
ACTV LeaderShares Activist Leaders ETF 1.3 75 -67 6.4 +0.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -41 9.8 +3.9
QTUM Defiance Quantum ETF 1.2 40 -32 5.5 -0.4
CGDG Capital Group Dividend Growers ETF 1.2 47 -39 6.3 +0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 4 6.3 +0.4
DGRO iShares Core Dividend Growth ETF 1.2 8 0 6.4 +0.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.2 61 -53 -3.7 -9.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -41 10.1 +4.2
STXM Strive Mid-Cap ETF 1.1 18 -10 6.7 +0.8
CZAR Themes Natural Monopoly ETF 1.1 35 -27 6.1 +0.2
FPX First Trust US Equity Opportunities ETF 1.1 61 -53 0.3 -5.6
CZA Invesco Zacks Mid-Cap ETF 1.1 72 -64 5.9 +0.0
DTEC ALPS Disruptive Technologies ETF 1.1 50 -42 3.5 -2.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -52 5.9 0.0
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -98 9.2 +3.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -52 6.6 +0.7
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -52 6.6 +0.7
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -82 10.6 +4.7
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 -7 7.0 +1.1
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 4 6.5 +0.6
SFYX SoFi Next 500 ETF 0.9 0 8 5.2 -0.7
FSCS First Trust SMID Capital Strength ETF 0.9 60 -52 6.4 +0.5
TTAC FCF US Quality ETF 0.9 59 -51 5.9 -0.0
MAGA Point Bridge America First ETF 0.8 72 -64 6.3 +0.4
VIG Vanguard Dividend Appreciation ETF 0.7 6 2 5.8 -0.1
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 2 8.6 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.7 24 -16 8.2 +2.3
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 -15 3.5 -2.4
SMMD iShares Russell 2500 ETF 0.7 15 -7 6.2 +0.3
USCF Themes US Cash Flow Champions ETF 0.6 29 -21 7.7 +1.8
ISCB iShares Morningstar Small-Cap ETF 0.6 4 4 5.6 -0.3
VBR Vanguard Small Cap Value ETF 0.5 7 1 8.6 +2.7
XT iShares Exponential Technologies ETF 0.4 46 -38 4.8 -1.1
VB Vanguard Small-Cap ETF 0.4 5 3 5.5 -0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 1 6.2 +0.3
IBLC iShares Blockchain and Tech ETF 0.4 47 -39 -1.3 -7.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -44 5.7 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.4 58 -50 5.6 -0.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 2 2.5 -3.5
VBK Vanguard Small-Cap Growth ETF 0.3 7 1 1.3 -4.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.3 17 -9 5.4 -0.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 -17 6.6 +0.7
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 -20 8.8 +2.9
DFAS Dimensional U.S. Small Cap ETF 0.2 26 -18 6.3 +0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 -7 5.3 -0.7
PTL Inspire 500 ETF 0.1 9 -1 6.1 +0.2
NUSC Nuveen ESG Small-Cap ETF 0.1 31 -23 5.7 -0.2
DFSV Dimensional US Small Cap Value ETF 0.0 31 -23 9.6 +3.7
DFND Siren DIVCON Dividend Defender ETF -1.4 189 -181 0.0 -5.9

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:		 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 14.0 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.9 %
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.