Communication Services Select Sector SPDR
ALTAR
Score™		 5.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.0x P/Sales
ratio		 2.0x
P/BV
ratio		 2.7x Div.
yield		 1.8%


  • 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) $22,415
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) $1,125,090
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 18.0 %
ALPHABET INC. CLASS A 10.2 %
ALPHABET INC. CLASS C 8.2 %
AT&T INC 5.2 %
VERIZON COMMUNICATIONS INC 5.0 %
COMCAST CORP-CL A 4.8 %
WALT DISNEY CO/THE 4.7 %
NETFLIX INC 4.7 %
T-MOBILE US, INC. 4.6 %
WARNER BROS. DISCOVERY, INC. SERIE 4.6 %
Total 70.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.8 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.8% 1.3% 6.5% -- 11.3%

Market Correlations
versus... Beta R-squared
S&P500 0.67 32%
MSCI EAFE 0.39 16%
MSCI Emg. Mkts. 0.15 6%

Technical Indicators
Recent close $110.83
30d moving avg. $110.38
Annualized volatility 15.9%
Short interest (ETF) 2.6%
Short interest (Underlying) 2.6%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 4,039
Turnover 2.0%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $14,729

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the Communication Services Select Sector SPDR 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™: 5.7%


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
(%)
VOX Vanguard Communication Services ETF 73.2 9 -1 4.7 -1.1
IXP iShares Global Comm Services ETF 65.7 42 -34 5.9 +0.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 61.8 40 -32 6.1 +0.3
GXPC Global X PureCap MSCI Communication Services ETF 57.4 25 -17 4.2 -1.5
FDCF Fidelity Disruptive Communications ETF 32.5 50 -42 1.8 -3.9
IYZ iShares U.S. Telecommunications ETF 23.3 40 -32 5.9 +0.2
PNQI Invesco NASDAQ Internet ETF 23.2 60 -52 3.8 -1.9
ACSI American Customer Satisfaction ETF 22.8 65 -57 4.4 -1.3
FDN First Trust Dow Jones Internet Index Fund 22.3 52 -44 2.6 -3.1
FDND FT Vest Dow Jones Internet & Target Income ETF 22.2 75 -67 2.6 -3.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 22.1 49 -41 4.7 -1.0
XDAT Franklin Exponential Data ETF 22.0 50 -42 1.1 -4.6
BNGE First Trust S-Network Streaming and Gaming ETF 17.8 70 -62 3.0 -2.7
SPXT ProShares S&P 500 Ex-Technology ETF 16.7 9 -1 4.9 -0.8
XLG Invesco S&P 500 Top 50 ETF 16.5 20 -12 3.7 -2.0
QGRW WisdomTree U.S. Quality Growth Fund 16.4 28 -20 3.0 -2.8
IWY iShares Russell Top 200 Growth ETF 16.4 20 -12 3.8 -1.9
CGGR Capital Group Growth ETF 16.4 39 -31 2.6 -3.1
WBIY WBI Power Factor High Dividend ETF 16.4 100 -92 11.6 +5.9
FBCG Fidelity Blue Chip Growth ETF 16.2 59 -51 2.3 -3.4
AIEQ AI Powered Equity ETF 16.0 75 -67 3.7 -2.0
MGK Vanguard Mega Cap Growth ETF 15.9 7 1 17.8 +12.0
MODL VictoryShares WestEnd U.S. Sector ETF 15.8 42 -34 4.0 -1.7
GK AdvisorShares Gerber Kawasaki ETF 15.8 75 -67 1.5 -4.2
QTOP iShares Nasdaq Top 30 Stocks ETF 15.7 20 -12 2.9 -2.8
MAVF Matrix Advisors Value ETF 15.6 75 -67 4.9 -0.9
VONG Vanguard Russell 1000 Growth ETF 15.6 7 1 3.8 -1.9
LCF Touchstone US Large Cap Focused ETF 15.6 69 -61 3.6 -2.1
TOPT iShares Top 20 U.S. Stocks ETF 15.5 20 -12 3.3 -2.4
OGIG ALPS O'Shares Global Internet Giants ETF 15.5 48 -40 2.5 -3.3
IWF iShares Russell 1000 Growth ETF 15.5 19 -11 15.3 +9.6
SOCL Global X Social Media ETF 15.2 65 -57 13.9 +8.1
VOOG Vanguard S&P 500 Growth ETF 15.0 7 1 18.9 +13.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 15.0 4 4 3.1 -2.6
IVW iShares S&P 500 Growth ETF 14.9 18 -10 3.0 -2.7
HAPI Harbor Human Capital Factor US Large Cap ETF 14.8 36 -28 4.1 -1.6
VUG Vanguard Growth ETF 14.7 4 4 21.3 +15.6
MFIG Motley Fool Innovative Growth Factor ETF 14.5 50 -42 2.8 -2.9
FFOG Franklin Focused Growth ETF 14.5 61 -53 1.7 -4.1
IGM iShares Expanded Tech Sector ETF 14.4 41 -33 2.7 -3.0
IYW iShares U.S. Technology ETF 14.4 40 -32 3.0 -2.8
PRXG Praxis Impact Large Cap Growth ETF 14.4 36 -28 3.2 -2.5
XTL State Street SPDR S&P Telecom ETF 14.3 35 -27 1.8 -3.9
ONEQ Fidelity Nasdaq Composite Index ETF 14.3 21 -13 3.0 -2.8
IUSG iShares Core S&P U.S. Growth ETF 14.2 4 4 3.2 -2.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 14.1 75 -67 3.2 -2.5
LCLG Logan Capital Broad Innovative Growth ETF 14.0 99 -91 3.1 -2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.9 15 -7 4.1 -1.6
PEXL Pacer US Export Leaders ETF 13.9 60 -52 3.1 -2.6
STRN SMART Trend 25 ETF 13.9 59 -51 2.5 -3.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 13.8 50 -42 3.6 -2.2
SHRY First Trust Bloomberg Shareholder Yield ETF 13.6 60 -52 8.4 +2.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13.6 19 -11 5.0 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 13.6 9 -1 4.2 -1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 13.5 10 -2 4.2 -1.5
SEMG Suncoast Select Growth ETF 13.5 60 -52 3.9 -1.8
LRND IQ U.S. Large Cap R&D Leaders ETF 13.4 14 -6 4.0 -1.7
TMFC Motley Fool 100 Index ETF 13.4 50 -42 3.0 -2.7
QQQ Invesco QQQ Trust Series I 13.4 20 -12 3.3 -2.4
QQQM Invesco NASDAQ 100 ETF 13.4 15 -7 3.3 -2.4
CRTC Xtrackers US National Critical Technologies ETF 13.3 35 -27 4.1 -1.6
USMC Principal U.S. Mega-Cap ETF 13.3 12 -4 3.5 -2.2
IUS Invesco RAFI Strategic US ETF 13.3 19 -11 5.4 -0.3
GLBL Pacer MSCI World Industry Advantage ETF 13.2 65 -57 3.4 -2.3
VSLU Applied Finance Valuation Large Cap ETF 13.1 49 -41 4.9 -0.8
LRGE ClearBridge Large Cap Growth ESG ETF 13.1 59 -51 2.7 -3.0
HLAL Wahed FTSE USA Shariah ETF 13.0 50 -42 3.6 -2.1
XLSR State Street US Sector Rotation ETF 13.0 70 -62 4.4 -1.4
VUSG Vanguard Wellington U.S. Growth Active ETF 12.9 35 -27 2.6 -3.1
BWEB Bitwise Web3 ETF 12.9 85 -77 -0.1 -5.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 12.9 60 -52 3.5 -2.2
SCHG Schwab U.S. Large-Cap Growth ETF 12.8 4 4 3.4 -2.3
FPAG FPA Global Equity ETF 12.8 49 -41 5.6 -0.1
BUYZ Franklin Disruptive Commerce ETF 12.8 50 -42 2.6 -3.1
EPS WisdomTree U.S. LargeCap Fund 12.6 8 0 4.7 -1.0
AVUQ Avantis U.S. Quality ETF 12.4 15 -7 3.7 -2.0
LOGO Alpha Brands Consumption Leaders ETF 12.4 69 -61 2.7 -3.0
QQMG Invesco ESG NASDAQ 100 ETF 12.4 20 -12 3.3 -2.5
SNPE Xtrackers S&P 500 ESG ETF 12.4 10 -2 4.3 -1.4
OEF iShares S&P 100 ETF 12.4 20 -12 3.8 -1.9
LRGC AB US Large Cap Strategic Equities ETF 12.3 48 -40 3.8 -1.9
JGRO JPMorgan Active Growth ETF 12.3 44 -36 2.6 -3.1
FELG Fidelity Enhanced Large Cap Growth ETF 12.3 18 -10 3.5 -2.3
GGRW Gabelli Growth Innovators ETF 12.3 90 -82 2.2 -3.6
DFVX Dimensional US Large Cap Vector ETF 12.2 22 -14 5.3 -0.5
METV Roundhill Ball Metaverse ETF 12.2 59 -51 7.5 +1.8
SXQG ETC 6 Meridian Quality Growth ETF 12.2 100 -92 3.1 -2.6
FDG American Century Focused Dynamic Growth ETF 12.2 45 -37 1.9 -3.8
SUSL iShares ESG MSCI USA Leaders ETF 12.1 10 -2 4.2 -1.5
IGPT Invesco AI and Next Gen Software ETF 12.0 60 -52 2.4 -3.4
SPXN ProShares S&P 500 Ex-Financials ETF 12.0 9 -1 4.1 -1.7
DEMZ Democratic Large Cap Core ETF 12.0 45 -37 3.8 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.0 10 -2 4.2 -1.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.0 7 1 4.4 -1.3
QGRO American Century U.S. Quality Growth ETF 12.0 29 -21 4.1 -1.6
QLTY GMO U.S. Quality ETF 11.8 50 -42 3.9 -1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 11.8 15 -7 4.1 -1.6
QLC FlexShares US Quality Large Cap Index Fund 11.7 25 -17 4.5 -1.2
DGRW WisdomTree US Quality Dividend Growth Fund 11.7 28 -20 5.0 -0.7
IWFG IQ Winslow Focused Large Cap Growth ETF 11.6 65 -57 2.3 -3.4
RND First Trust Bloomberg R&D Leaders ETF 11.6 60 -52 2.6 -3.1
DARP Grizzle Growth ETF 11.5 75 -67 1.8 -4.0
SPXV ProShares S&P 500 Ex-Health Care ETF 11.3 9 -1 3.9 -1.8
AGRW Allspring LT Large Growth ETF 11.3 35 -27 3.5 -2.2
NANC Unusual Whales Subversive Democratic Trading ETF 11.3 75 -67 2.9 -2.8
FFLC Fidelity Fundamental Large Cap Core ETF 11.2 38 -30 3.9 -1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.2 15 -7 6.2 +0.5
DUSA Davis Select U.S. Equity ETF 11.2 61 -53 6.9 +1.2
MGC Vanguard Mega Cap ETF 11.1 7 1 3.9 -1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 11.1 18 -10 3.2 -2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 11.1 80 -72 5.5 -0.3
DSI iShares MSCI KLD 400 Social ETF 11.1 25 -17 4.1 -1.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.1 8 0 4.4 -1.3
GSPY Gotham Enhanced 500 ETF 11.0 50 -42 4.3 -1.4
AQEC AQE Core ETF 11.0 49 -41 5.2 -0.5
VERS ProShares Metaverse ETF 11.0 58 -50 0.4 -5.3
JPEF JPMorgan Equity Focus ETF 10.9 50 -42 3.8 -1.9
MILN Global X Millennial Consumer ETF 10.9 50 -42 4.2 -1.5
BUZZ VanEck Social Sentiment ETF 10.9 75 -67 -0.7 -6.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.8 40 -32 2.8 -2.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 10.8 85 -77 4.2 -1.5
SGLC SGI U.S. Large Cap Core ETF 10.8 85 -77 3.6 -2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.8 60 -52 6.2 +0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 10.7 11 -3 4.3 -1.4
IYC iShares U.S. Consumer Discretionary ETF 10.7 40 -32 3.9 -1.8
OEI Optimized Equity Income ETF 10.7 75 -67 3.6 -2.1
QBIG Invesco Top QQQ ETF 10.7 29 -21 0.0 -5.7
SPXE ProShares S&P 500 Ex-Energy ETF 10.7 9 -1 4.1 -1.6
GQQQ Astoria US Quality Growth Kings ETF 10.7 35 -27 3.4 -2.3
FDLO Fidelity Low Volatility Factor ETF 10.7 15 -7 4.9 -0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.6 7 1 4.1 -1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 10.6 79 -71 4.1 -1.6
FELC Fidelity Enhanced Large Cap Core ETF 10.6 18 -10 4.3 -1.4
ABIG Argent Large Cap ETF 10.6 49 -41 4.4 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 10.6 15 -7 4.6 -1.1
WRND IQ Global Equity R&D Leaders ETF 10.6 18 -10 4.1 -1.6
STXG Strive 1000 Growth ETF 10.6 18 -10 3.3 -2.4
XVV iShares ESG Screened S&P 500 ETF 10.6 8 0 4.1 -1.6
ESGV Vanguard ESG U.S. Stock ETF 10.6 9 -1 4.1 -1.6
USSE Segall Bryant & Hamill Select Equity ETF 10.6 65 -57 3.0 -2.7
IWL iShares Russell Top 200 ETF 10.6 15 -7 3.9 -1.8
ROE Astoria US Quality Kings ETF 10.5 49 -41 5.3 -0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.5 9 -1 4.4 -1.4
FMET Fidelity Metaverse ETF 10.5 39 -31 4.3 -1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 10.4 80 -72 3.6 -2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 10.4 0 8 12.5 +6.7
TIME Clockwise Core Equity & Innovation ETF 10.4 95 -87 2.1 -3.6
GGME Invesco Next Gen Media and Gaming ETF 10.4 60 -52 4.4 -1.3
HDUS Hartford Disciplined US Equity ETF 10.4 19 -11 4.7 -1.0
VOTE TCW Transform 500 ETF 10.4 5 3 4.1 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 10.3 30 -22 3.7 -2.0
AOTG AOT Growth and Innovation ETF 10.3 75 -67 1.2 -4.6
EQRR ProShares Equities for Rising Rates ETF 10.3 35 -27 5.3 -0.4
XPND First Trust Expanded Technology ETF 10.3 65 -57 3.0 -2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.3 29 -21 4.1 -1.7
PBUS Invesco MSCI USA ETF 10.2 4 4 4.2 -1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.2 2 6 4.2 -1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 10.1 12 -4 3.9 -1.8
SDOG ALPS Sector Dividend Dogs ETF 10.1 36 -28 7.9 +2.2
RVRB Reverb ETF 10.0 30 -22 3.7 -2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.0 48 -40 5.7 -0.1
QUAL iShares MSCI USA Quality Factor ETF 10.0 15 -7 4.5 -1.2
KLMN Invesco MSCI North America Climate ETF 10.0 9 -1 4.3 -1.4
CGUS Capital Group Core Equity ETF 9.9 33 -25 3.6 -2.1
AQLT iShares MSCI Global Quality Factor ETF 9.9 18 -10 0.0 -5.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.9 20 -12 4.0 -1.7
VLUE iShares MSCI USA Value Factor ETF 9.9 15 -7 6.0 +0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 9.9 45 -37 2.5 -3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 9.9 25 -17 4.2 -1.5
FQAL Fidelity Quality Factor ETF 9.8 15 -7 4.9 -0.8
YLDE ClearBridge Dividend Strategy ESG ETF 9.8 60 -52 5.3 -0.4
ZECP Zacks Earnings Consistent Portfolio ETF 9.8 55 -47 4.2 -1.5
SFYF SoFi Social 50 ETF 9.7 29 -21 0.8 -5.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.7 11 -3 4.1 -1.6
FVAL Fidelity Value Factor ETF 9.7 15 -7 5.8 +0.1
AVSU Avantis Responsible U.S. Equity ETF 9.7 15 -7 4.9 -0.8
GXLC Global X U.S. 500 ETF 9.7 2 6 4.1 -1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 9.6 12 -4 3.7 -2.1
CATH Global X S&P 500 Catholic Values Custom ETF 9.6 29 -21 4.0 -1.7
VV Vanguard Large-Cap ETF 9.6 4 4 4.1 -1.6
RGEF Rockefeller Global Equity ETF 9.6 55 -47 3.8 -1.9
CHRI Global X S&P 500 Christian Values ETF 9.6 29 -21 4.0 -1.8
AIQ Global X Artificial Intelligence & Technology ETF 9.6 68 -60 2.7 -3.0
VOO Vanguard S&P 500 ETF 9.6 3 5 4.2 -1.5
FDRR Fidelity Dividend ETF for Rising Rates 9.6 15 -7 5.5 -0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 9.6 2 6 4.2 -1.5
SPY SPDR S&P 500 ETF 9.6 9 -1 4.2 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.5 50 -42 8.0 +2.3
IVV iShares Core S&P 500 ETF 9.5 3 5 4.2 -1.5
RAUS RACWI US ETF 9.5 15 -7 4.1 -1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.5 15 -7 3.1 -2.6
TOV JLens 500 Jewish Advocacy U.S. ETF 9.5 18 -10 3.9 -1.8
DIVZ TrueShares Low Volatility Equity Income ETF 9.4 65 -57 6.0 +0.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 9.4 20 -12 4.2 -1.5
ILCV iShares Morningstar Value ETF 9.4 4 4 5.2 -0.6
ILCB iShares Morningstar U.S. Equity ETF 9.3 3 5 4.1 -1.6
ADME Aptus Drawdown Managed Equity ETF 9.3 79 -71 3.4 -2.3
GQI Natixis Gateway Quality Income ETF 9.3 34 -26 4.7 -1.1
ILCG iShares Morningstar Growth ETF 9.3 4 4 3.2 -2.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 9.3 49 -41 3.8 -1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.3 14 -6 4.1 -1.6
SPDV AAM S&P 500 High Dividend Value ETF 9.2 29 -21 10.5 +4.8
ITAN Sparkline Intangible Value ETF 9.2 50 -42 5.7 -0.1
YOKE Yoke Core ETF 9.2 42 -34 3.8 -1.9
FLRG Fidelity U.S. Multifactor ETF 9.2 15 -7 5.9 +0.2
FBCV Fidelity Blue Chip Value ETF 9.1 59 -51 5.4 -0.3
OALC OneAscent Large Cap Core ETF 9.1 86 -78 3.4 -2.3
FFF Founders 100 ETF 9.1 75 -67 2.3 -3.4
SPVU Invesco S&P 500 Enhanced Value ETF 9.1 13 -5 8.5 +2.8
NACP Impact Shares NAACP Minority Empowerment ETF 9.1 49 -41 3.6 -2.1
IVES Wedbush ETFMG Global Cloud Technology ETF 9.1 68 -60 3.5 -2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 9.0 60 -52 4.3 -1.4
LRGF iShares U.S. Equity Factor ETF 9.0 8 0 4.6 -1.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 9.0 49 -41 5.1 -0.6
CGDV Capital Group Dividend Value ETF 9.0 33 -25 3.8 -1.9
BLCR iShares Large Cap Core Active ETF 9.0 36 -28 2.9 -2.8
SCHX Schwab U.S. Large-Cap ETF 9.0 3 5 4.3 -1.5
VONE Vanguard Russell 1000 ETF 8.9 7 1 4.2 -1.5
PRF Invesco FTSE RAFI US 1000 ETF 8.9 34 -26 5.5 -0.3
ENHU iShares Enhanced Large Cap Core Active ETF 8.9 22 -14 4.1 -1.6
FDMO Fidelity Momentum Factor ETF 8.9 15 -7 2.5 -3.2
IWB iShares Russell 1000 ETF 8.9 15 -7 4.2 -1.6
DFUS Dimensional U.S. Equity ETF 8.9 9 -1 4.1 -1.6
IYY iShares Dow Jones U.S. ETF 8.9 20 -12 4.1 -1.6
VNSE Natixis Vaughan Nelson Select ETF 8.9 80 -72 3.5 -2.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.9 65 -57 3.6 -2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 8.8 75 -67 4.7 -1.0
ESGU iShares ESG Aware MSCI USA ETF 8.8 15 -7 4.2 -1.6
ARVR First Trust Indxx Metaverse ETF 8.8 70 -62 3.6 -2.2
PCGG Polen Capital Global Growth ETF 8.8 85 -77 3.9 -1.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 8.8 3 5 4.4 -1.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.8 50 -42 4.8 -0.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.8 5 3 7.5 +1.7
WUGI AXS Esoterica NextG Economy ETF 8.8 75 -67 1.5 -4.2
LGRO Level Four Large Cap Growth Active ETF 8.8 55 -47 3.6 -2.2
DURA VanEck Durable High Dividend ETF 8.8 29 -21 6.2 +0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 8.7 45 -37 8.8 +3.1
SCHK Schwab 1000 Index ETF 8.7 5 3 4.3 -1.5
APUE ActivePassive U.S. Equity ETF 8.6 45 -37 3.9 -1.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 8.6 49 -41 7.4 +1.7
COWZ Pacer US Cash Cows 100 ETF 8.6 49 -41 7.3 +1.6
BGRO iShares Large Cap Growth Active ETF 8.6 55 -47 1.9 -3.8
VTI Vanguard Total Stock Market ETF 8.5 3 5 4.1 -1.6
MFVL Motley Fool Value Factor ETF 8.5 50 -42 5.5 -0.2
VTHR Vanguard Russell 3000 ETF 8.5 7 1 4.1 -1.6
IWV iShares Russell 3000 ETF 8.5 20 -12 4.0 -1.7
AVUS Avantis U.S. Equity ETF 8.5 15 -7 4.7 -1.0
IOO iShares Global 100 ETF 8.5 41 -33 3.8 -1.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 8.5 15 -7 5.0 -0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 8.5 15 -7 7.6 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.5 3 5 4.1 -1.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.5 58 -50 3.2 -2.5
LOWV AB US Low Volatility Equity ETF 8.4 48 -40 4.4 -1.3
EQL Alps Equal Sector Weight ETF 8.4 25 -17 5.1 -0.6
GKAT Scharf Global Opportunity ETF 8.4 57 -49 5.8 +0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 8.4 20 -12 4.2 -1.5
SCHB Schwab U.S. Broad Market ETF 8.4 3 5 4.2 -1.5
AGIX KraneShares Artificial Intelligence and Technology ETF 8.4 99 -91 1.1 -4.6
DFSU Dimensional US Sustainability Core 1 ETF 8.4 18 -10 4.6 -1.1
DFAU Dimensional US Core Equity Market ETF 8.3 12 -4 4.3 -1.4
DVND Touchstone Dividend Select ETF 8.3 67 -59 5.2 -0.5
LYLD Cambria Large Cap Shareholder Yield ETF 8.3 59 -51 7.7 +2.0
VEGN US Vegan Climate ETF 8.3 60 -52 3.4 -2.3
INRO iShares U.S. Industry Rotation Active ETF 8.2 42 -34 3.6 -2.2
SFTY Horizon Managed Risk ETF 8.2 77 -69 3.5 -2.3
STOX Horizon Core Equity ETF 8.2 70 -62 3.6 -2.2
SPMO Invesco S&P 500 Momentum ETF 8.2 13 -5 3.0 -2.7
CAML Congress Large Cap Growth ETF 8.2 66 -58 2.6 -3.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 8.2 15 -7 4.2 -1.5
DIVY Sound Equity Dividend Income ETF 8.1 45 -37 7.7 +2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 8.1 28 -20 5.3 -0.4
FNDX Schwab Fundamental US Large Co. Index ETF 8.1 25 -17 6.0 +0.3
OND ProShares On-Demand ETF 8.1 58 -50 0.6 -5.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 8.1 30 -22 4.0 -1.7
FSST Fidelity Sustainable U.S. Equity ETF 8.1 59 -51 3.7 -2.1
USMF WisdomTree U.S. Multifactor Fund 8.0 28 -20 6.8 +1.1
KAT Scharf ETF 8.0 87 -79 6.1 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.0 39 -31 9.2 +3.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.0 75 -67 3.2 -2.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 8.0 39 -31 3.8 -1.9
TMFG Motley Fool Global Opportunities ETF 8.0 85 -77 3.9 -1.9
SFY SoFi Select 500 ETF 7.9 0 8 3.7 -2.0
QUVU Hartford Quality Value ETF 7.9 46 -38 5.4 -0.4
SWP SWP Growth & Income ETF 7.9 99 -91 4.4 -1.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 7.9 12 -4 6.1 +0.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.9 30 -22 8.8 +3.1
IETC iShares U.S. Tech Independence Focused ETF 7.8 18 -10 3.1 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 7.8 75 -67 4.6 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.8 25 -17 5.5 -0.2
KONG Formidable Fortress ETF 7.8 89 -81 5.1 -0.6
AFLG First Trust Active Factor Large Cap ETF 7.8 55 -47 5.0 -0.7
JGLO JPMorgan Global Select Equity ETF 7.8 33 -25 4.3 -1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.8 10 -2 3.7 -2.0
WLDR Affinity World Leaders Equity ETF 7.7 67 -59 5.4 -0.3
TOPC iShares S&P 500 3% Capped ETF 7.7 15 -7 4.4 -1.4
VUSE Vident U.S. Equity Strategy ETF 7.7 50 -42 3.8 -1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 7.7 9 -1 4.4 -1.4
DWLD Davis Select Worldwide ETF 7.7 63 -55 7.0 +1.3
THRO iShares U.S. Thematic Rotation Active ETF 7.7 90 -82 3.1 -2.6
RECS Columbia Research Enhanced Core ETF 7.7 15 -7 5.2 -0.5
NULV Nuveen ESG Large-Cap Value ETF 7.7 26 -18 5.0 -0.7
REVS Columbia Research Enhanced Value ETF 7.6 19 -11 6.4 +0.7
ANEW ProShares MSCI Transformational Changes ETF 7.6 45 -37 4.3 -1.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.6 7 1 6.5 +0.8
RFFC ALPS Active Equity Opportunity ETF 7.6 48 -40 3.6 -2.1
DCOR Dimensional US Core Equity 1 ETF 7.6 14 -6 4.6 -1.2
FNDB Schwab Fundamental US Broad Market Index ETF 7.6 25 -17 6.0 +0.3
CHAT Roundhill Generative AI & Technology ETF 7.5 75 -67 4.2 -1.5
VFMV Vanguard U.S. Minimum Volatility ETF 7.5 13 -5 5.7 +0.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.5 47 -39 5.0 -0.7
DHS WisdomTree U.S. High Dividend Fund 7.5 38 -30 8.0 +2.2
JHML John Hancock Multifactor Large Cap ETF 7.4 29 -21 4.5 -1.2
FEGE First Eagle Global Equity ETF 7.4 79 -71 5.8 +0.1
RPG Invesco S&P 500 Pure Growth ETF 7.4 35 -27 2.8 -3.0
DTD WisdomTree U.S. Total Dividend Fund 7.4 28 -20 5.6 -0.1
PWB Invesco Large Cap Growth ETF 7.4 56 -48 2.1 -3.6
XNTK State Street SPDR NYSE Technology ETF 7.4 35 -27 2.5 -3.2
FELV Fidelity Enhanced Large Cap Value ETF 7.3 18 -10 5.3 -0.4
ARKW ARK Next Generation Internet ETF 7.3 87 -79 0.6 -5.2
CSTK Invesco Comstock Contrarian Equity ETF 7.3 35 -27 5.7 -0.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.3 25 -17 4.8 -0.9
TOK iShares MSCI Kokusai ETF 7.2 26 -18 4.3 -1.5
AVLV Avantis U.S. Large Cap Value ETF 7.2 15 -7 5.7 +0.0
AUSF Global X Adaptive U.S. Factor ETF 7.2 27 -19 8.0 +2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 7.2 12 -4 5.2 -0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.2 15 -7 7.6 +1.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 7.1 65 -57 5.2 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 7.0 22 -14 5.0 -0.7
JAVA JPMorgan Active Value ETF 7.0 44 -36 5.3 -0.4
DAK Dakota Active Equity ETF 7.0 43 -35 3.8 -1.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.9 35 -27 3.5 -2.3
EBI Longview Advantage ETF 6.8 35 -27 5.8 +0.1
RWL Invesco S&P 500 Revenue ETF 6.8 39 -31 5.6 -0.1
URTH iShares MSCI World ETF 6.8 24 -16 4.3 -1.4
DSPY Tema S&P 500 Historical Weight ETF 6.8 18 -10 4.4 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 6.7 10 -2 4.9 -0.8
EQWL Invesco S&P 100 Equal Weight ETF 6.7 25 -17 5.3 -0.4
MFMO Motley Fool Momentum Factor ETF 6.5 50 -42 2.2 -3.6
SUSA iShares MSCI USA ESG Select ETF 6.5 25 -17 4.0 -1.7
GURU Global X Guru Index ETF 6.5 75 -67 2.4 -3.4
PSET Principal Quality ETF 6.4 15 -7 5.0 -0.7
VALQ American Century U.S. Quality Value ETF 6.4 29 -21 7.1 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 6.4 30 -22 5.1 -0.6
RVER Trenchless Fund ETF 6.4 65 -57 0.6 -5.2
EDOW First Trust Dow 30 Equal Weight ETF 6.4 50 -42 4.6 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.4 52 -44 5.0 -0.8
JGRW Jensen Quality Growth ETF 6.4 57 -49 4.3 -1.5
SCHD Schwab US Dividend Equity ETF 6.3 6 2 7.8 +2.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.3 45 -37 1.9 -3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.3 12 -4 4.4 -1.3
GCOW Pacer Global Cash Cows Dividend ETF 6.3 60 -52 9.2 +3.5
NULC Nuveen ESG Large-Cap ETF 6.2 21 -13 3.9 -1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.2 20 -12 4.7 -1.0
TOGA Tremblant Global ETF 6.2 69 -61 -0.1 -5.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 6.2 60 -52 9.1 +3.3
DFAC Dimensional U.S. Core Equity 2 ETF 6.2 17 -9 4.6 -1.1
EVUS iShares ESG Aware MSCI USA Value ETF 6.1 18 -10 5.4 -0.3
SPVM Invesco S&P 500 Value with Momentum ETF 6.0 39 -31 6.2 +0.4
ACWI iShares MSCI ACWI ETF 6.0 32 -24 4.6 -1.1
SPGP Invesco S&P 500 GARP ETF 6.0 34 -26 5.8 +0.1
FDWM Fidelity Women's Leadership ETF 5.9 59 -51 4.0 -1.7
DFLV Dimensional US Large Cap Value ETF 5.9 22 -14 5.8 +0.1
FFND Future Fund Active ETF 5.9 100 -92 4.4 -1.3
EQIN Columbia US Equity Income ETF 5.9 35 -27 6.0 +0.3
JEPI JPMorgan Equity Premium Income ETF 5.9 35 -27 5.2 -0.5
DSTL Distillate US Fundamental Stability & Value ETF 5.8 39 -31 7.2 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 5.8 12 -4 3.3 -2.4
TAX Cambria Tax Aware ETF 5.8 49 -41 4.1 -1.6
HART IQ Healthy Hearts ETF 5.8 45 -37 6.0 +0.3
BEEX BeeHive ETF 5.8 84 -76 3.7 -2.0
FTA First Trust Large Cap Value AlphaDEX Fund 5.8 59 -51 7.4 +1.7
FDTX Fidelity Disruptive Technology ETF 5.8 50 -42 1.6 -4.1
MDLV Morgan Dempsey Large Cap Value ETF 5.7 58 -50 5.8 +0.1
CHGX AXS Change Finance ESG ETF 5.7 49 -41 4.3 -1.4
SIXG Defiance Connective Technologies ETF 5.7 30 -22 2.8 -2.9
DFUV Dimensional US Marketwide Value ETF 5.7 22 -14 5.8 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 5.6 29 -21 5.9 +0.2
GINN Goldman Sachs Innovate Equity ETF 5.6 52 -44 3.7 -2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 5.6 37 -29 5.4 -0.3
GLOF iShares Global Equity Factor ETF 5.6 20 -12 5.5 -0.3
AGIQ Sofi Agentic AI ETF 5.6 69 -61 6.8 +1.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.5 7 1 10.1 +4.4
ROUS Hartford Multifactor US Equity ETF 5.5 19 -11 5.4 -0.3
JVAL JPMorgan U.S. Value Factor ETF 5.5 12 -4 6.6 +0.9
KNCT Invesco Next Gen Connectivity ETF 5.5 40 -32 2.9 -2.8
TBG TBG Dividend Focus ETF 5.4 59 -51 6.1 +0.4
VUSV Vanguard Wellington U.S. Value Active ETF 5.4 30 -22 5.6 -0.1
FTGS First Trust Growth Strength ETF 5.4 60 -52 3.7 -2.0
BDIV AAM Brentview Dividend Growth ETF 5.4 49 -41 3.7 -2.0
WTV WisdomTree US Value ETF 5.4 12 -4 7.6 +1.9
DVY iShares Select Dividend ETF 5.4 38 -30 7.9 +2.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.4 57 -49 2.5 -3.3
VT Vanguard Total World Stock ETF 5.4 6 2 4.9 -0.8
CGGO Capital Group Global Growth Equity ETF 5.4 47 -39 4.1 -1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 -1 4.8 -0.9
MVPA Miller Value Partners Appreciation ETF 5.3 60 -52 9.4 +3.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.3 19 -11 4.7 -1.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.2 29 -21 7.4 +1.6
QDF FlexShares Quality Dividend Index Fund 5.2 37 -29 5.3 -0.4
DUHP Dimensional US High Profitability ETF 5.2 21 -13 5.3 -0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.2 45 -37 3.7 -2.1
BLCV iShares Large Cap Value Active ETF 5.1 53 -45 6.0 +0.3
SSPY Syntax Stratified LargeCap ETF 5.1 30 -22 6.0 +0.3
CLOD Themes Cloud Computing ETF 5.1 35 -27 3.0 -2.7
HDV iShares Core High Dividend ETF 5.0 8 0 28.9 +23.2
DXUV Dimensional US Vector Equity ETF 5.0 28 -20 5.1 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 5.0 50 -42 6.4 +0.7
MTUM iShares MSCI USA Momentum Factor ETF 5.0 15 -7 2.4 -3.3
DIA SPDR Dow Jones Industrial Average ETF 4.9 16 -8 4.8 -1.0
FCPI Fidelity Stocks for Inflation ETF 4.9 15 -7 5.7 +0.0
DIVE Dana Concentrated Dividend ETF 4.9 65 -57 6.5 +0.8
PY Principal Value ETF 4.9 15 -7 6.9 +1.2
ARKQ ARK Autonomous Technology & Robotics ETF 4.8 75 -67 1.0 -4.7
RPV Invesco S&P 500 Pure Value ETF 4.8 35 -27 8.4 +2.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 -7 5.4 -0.3
DIVB iShares Core Dividend ETF 4.8 5 3 6.4 +0.7
FPX First Trust US Equity Opportunities ETF 4.7 61 -53 0.8 -4.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.7 35 -27 5.9 +0.2
BGDV Bahl & Gaynor Dividend ETF 4.7 45 -37 4.0 -1.7
UDI USCF Dividend Income Fund 4.7 65 -57 6.4 +0.7
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 4.6 79 -71 3.5 -2.3
ASLV Allspring Special Large Value ETF 4.6 35 -27 5.1 -0.6
GRNY Fundstrat Granny Shots US Large Cap ETF 4.6 75 -67 2.2 -3.5
USRD Themes US R&D Champions ETF 4.5 29 -21 4.0 -1.7
JQUA JPMorgan U.S. Quality Factor ETF 4.5 12 -4 4.9 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 4.5 15 -7 5.3 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.4 56 -48 6.8 +1.1
CARZ First Trust NASDAQ Global Auto Index Fund 4.4 70 -62 2.4 -3.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.4 25 -17 10.2 +4.5
AFOS ARS Focused Opportunities Strategy ETF 4.3 45 -37 1.9 -3.8
WISE Themes Generative Artificial Intelligence ETF 4.2 35 -27 -0.4 -6.1
PEJ Invesco Leisure and Entertainment ETF 4.2 58 -50 0.9 -4.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.2 18 -10 5.1 -0.7
JHDV John Hancock U.S. High Dividend ETF 4.2 34 -26 5.9 +0.2
ISHP First Trust Nasdaq Retail ETF 4.2 60 -52 5.5 -0.2
SYLD Cambria Shareholder Yield ETF 4.2 59 -51 9.7 +4.0
BJK VanEck Gaming ETF 4.1 65 -57 4.6 -1.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.1 60 -52 4.7 -1.1
SKYY First Trust Cloud Computing ETF 4.1 60 -52 2.4 -3.3
HGRO Hedgeye Quality Growth ETF 4.1 70 -62 3.6 -2.1
VFLO VictoryShares Free Cash Flow ETF 4.0 39 -31 6.3 +0.6
MOTO SmartETFs Smart Transportation & Technology ETF 4.0 68 -60 5.7 -0.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.0 61 -53 8.3 +2.6
EMOT First Trust S&P 500 Economic Moat ETF 4.0 60 -52 8.4 +2.7
LIVR Intelligent Livermore ETF 3.9 69 -61 3.1 -2.6
USEW Cambria US EW ETF 3.9 30 -22 4.1 -1.6
ABEQ Absolute Select Value ETF 3.9 85 -77 4.4 -1.3
MBOX Freedom Day Dividend ETF 3.9 39 -31 6.6 +0.9
CZAR Themes Natural Monopoly ETF 3.9 35 -27 5.3 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 29 -21 5.6 -0.2
QVAL Alpha Architect US Quantitative Value ETF 3.9 39 -31 8.8 +3.1
YNOT Horizon Digital Frontier ETF 3.9 75 -67 2.5 -3.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.9 59 -51 5.0 -0.7
STXV Strive 1000 Value ETF 3.8 18 -10 6.6 +0.9
NERD Roundhill Video Games ETF 3.8 50 -42 7.5 +1.8
HERO Global X Video Games & Esports ETF 3.8 50 -42 5.7 -0.0
ESPO VanEck Video Gaming and eSports ETF 3.8 56 -48 6.4 +0.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.8 20 -12 4.2 -1.5
DIV Global X SuperDividend US ETF 3.8 45 -37 9.5 +3.8
SURE AdvisorShares Insiders Advantage ETF 3.7 90 -82 7.7 +2.0
XT iShares Exponential Technologies ETF 3.7 46 -38 4.0 -1.8
AGQI First Trust Active Global Quality Income ETF 3.7 85 -77 6.3 +0.6
RJDI RJ Eagle Dividend Select Income ETF 3.6 55 -47 4.5 -1.2
MBCC Monarch Blue Chips Core ETF 3.6 125 -117 3.8 -1.9
IWX iShares Russell Top 200 Value ETF 3.6 20 -12 4.7 -1.0
NUDV Nuveen ESG Dividend ETF 3.6 26 -18 6.0 +0.3
RDVY First Trust Rising Dividend Achievers ETF 3.6 50 -42 4.9 -0.8
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 -21 3.9 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 -1 5.4 -0.3
LST Leuthold Select Industries ETF 3.5 91 -83 4.7 -1.0
XITK State Street SPDR FactSet Innovative Technology ETF 3.5 45 -37 0.1 -5.6
PRXV Praxis Impact Large Cap Value ETF 3.5 36 -28 5.4 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.5 9 -1 5.2 -0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.5 20 -12 5.5 -0.3
SMRI Bushido Capital US Equity ETF 3.5 71 -63 6.6 +0.9
ARKK ARK Innovation ETF 3.5 75 -67 -2.6 -8.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 -21 6.7 +1.0
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 -12 5.8 +0.1
FLV American Century Focused Large Cap Value ETF 3.4 42 -34 5.8 +0.1
UFO Procure Space ETF 3.4 75 -67 0.1 -5.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.4 12 -4 5.7 -0.0
FDVV Fidelity High Dividend ETF 3.4 15 -7 6.6 +0.9
GOP Unusual Whales Subversive Republican Trading ETF 3.3 50 -42 4.2 -1.5
MGV Vanguard Mega Cap Value ETF 3.3 7 1 5.3 -0.5
INCE Franklin Income Equity Focus ETF 3.3 29 -21 5.4 -0.3
SDY State Street SPDR S&P Dividend ETF 3.3 35 -27 6.1 +0.4
NULG Nuveen ESG Large-Cap Growth ETF 3.2 26 -18 3.0 -2.7
PRAY FIS Christian Stock Fund 3.2 69 -61 4.1 -1.7
VYM Vanguard High Dividend Yield Index ETF 3.2 6 2 6.0 +0.3
ULVM VictoryShares US Value Momentum ETF 3.2 20 -12 6.0 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 -7 6.3 +0.6
RW Rainwater Equity ETF 3.2 125 -117 3.4 -2.3
DGT State Street SPDR Global Dow ETF 3.2 50 -42 5.5 -0.2
YALL God Bless America ETF 3.2 65 -57 4.5 -1.2
VFVA Vanguard U.S. Value Factor ETF 3.1 13 -5 8.8 +3.1
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 -27 4.3 -1.5
SIZE iShares MSCI USA Size Factor ETF 3.1 15 -7 5.4 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.1 35 -27 6.9 +1.1
FBOT Fidelity Disruptive Automation ETF 3.1 50 -42 2.9 -2.8
PWV Invesco Large Cap Value ETF 3.1 55 -47 5.8 +0.1
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -62 1.0 -4.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.1 38 -30 6.8 +1.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 4 5.6 -0.1
IVE iShares S&P 500 Value ETF 3.1 18 -10 5.5 -0.2
VONV Vanguard Russell 1000 Value ETF 3.1 7 1 5.2 -0.5
VOOV Vanguard S&P 500 Value ETF 3.1 7 1 5.6 -0.1
TRFM AAM Transformers ETF 3.0 49 -41 1.0 -4.7
IWD iShares Russell 1000 Value ETF 3.0 19 -11 5.1 -0.6
PEY Invesco High Yield Equity Dividend Achievers ETF 3.0 52 -44 8.5 +2.8
DIVN Horizon Dividend Income ETF 3.0 70 -62 6.5 +0.8
CLNR IQ Cleaner Transport ETF 3.0 45 -37 4.0 -1.7
VTV Vanguard Value ETF 2.9 4 4 5.6 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 2.9 39 -31 7.2 +1.5
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.9 60 -52 0.9 -4.8
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -44 8.0 +2.3
ODDS Pacer BlueStar Digital Entertainment ETF 2.9 60 -52 4.6 -1.1
IUSV iShares Core S&P US Value ETF 2.9 4 4 5.8 +0.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.9 60 -52 3.5 -2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 2.9 67 -59 8.3 +2.6
TEXN iShares Texas Equity ETF 2.9 20 -12 4.9 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 -23 5.5 -0.2
QQLV Invesco QQQ Low Volatility ETF 2.8 25 -17 4.3 -1.4
DRIV Global X Autonomous & Electric Vehicles ETF 2.8 68 -60 3.4 -2.3
BAI iShares AI Innovation and Tech Active ETF 2.8 55 -47 1.0 -4.7
ACVF American Conservative Values ETF 2.8 75 -67 3.7 -2.0
IWP iShares Russell Mid-Cap Growth ETF 2.7 23 -15 3.1 -2.7
ARKX ARK Space Exploration & Innovation ETF 2.7 75 -67 0.0 -5.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 -12 6.1 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 2.7 20 -12 5.6 -0.1
GEW Cambria Global EW ETF 2.6 29 -21 5.3 -0.4
GVLU Gotham 1000 Value ETF 2.6 50 -42 7.9 +2.2
IGV iShares Expanded Tech-Software Sector ETF 2.6 41 -33 3.2 -2.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.6 20 -12 8.6 +2.8
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 19 -11 6.9 +1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.6 15 -7 3.9 -1.8
ACEP ARS Core Equity ETF 2.5 45 -37 4.0 -1.8
DUNK Dana Unconstrained Equity ETF 2.5 75 -67 1.8 -3.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.5 60 -52 4.6 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 -27 5.4 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.5 40 -32 5.3 -0.4
SPIT F/m Emerald Special Situations ETF 2.5 105 -97 -0.7 -6.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.5 31 -23 1.9 -3.8
FCLD Fidelity Cloud Computing ETF 2.5 39 -31 2.7 -3.1
DFNV Donoghue Forlines Innovation ETF 2.5 69 -61 3.9 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.4 27 -19 6.6 +0.8
VDIG Vanguard Wellington Dividend Growth Active ETF 2.4 40 -32 4.6 -1.1
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 -38 5.4 -0.3
ARKF ARK Fintech Innovation ETF 2.3 75 -67 0.2 -5.5
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -57 2.6 -3.1
BOTZ Global X Robotics & Artificial Intelligence ETF 2.3 69 -61 2.1 -3.6
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 -2 3.8 -1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -51 1.9 -3.8
ICAP InfraCap Equity Income Fund ETF 2.2 171 -163 4.5 -1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -41 4.6 -1.1
AKAF The Frontier Economic Fund 2.1 20 -12 5.3 -0.5
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 -9 6.4 +0.7
ECML Euclidean Fundamental Value ETF 2.1 95 -87 8.4 +2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 -57 1.4 -4.4
FLDZ RiverNorth Patriot ETF 2.1 75 -67 6.1 +0.4
AIVC Amplify Bloomberg AI Value Chain ETF 2.1 59 -51 3.5 -2.2
CDIG City Different Investments Global Equity ETF 2.0 75 -67 -1.6 -7.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.0 38 -30 5.0 -0.7
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.0 75 -67 2.0 -3.7
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 2 6.8 +1.0
FXL First Trust Technology AlphaDEX Fund 2.0 61 -53 5.0 -0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 -57 4.7 -1.0
SPHB Invesco S&P 500 High Beta ETF 2.0 25 -17 3.6 -2.1
USCF Themes US Cash Flow Champions ETF 2.0 29 -21 7.5 +1.8
PDP Invesco Dorsey Wright Momentum ETF 2.0 62 -54 1.7 -4.1
XOEF iShares S&P 500 ex S&P 100 ETF 1.9 20 -12 4.7 -1.0
LGCF Themes US Cash Flow Champions ETF 1.9 30 -22 6.8 +1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.9 20 -12 6.0 +0.3
CALF Pacer US Small Cap Cash Cows 100 ETF 1.9 59 -51 8.3 +2.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 -12 7.3 +1.6
IWR iShares Russell Midcap ETF 1.9 19 -11 5.3 -0.4
VFMF Vanguard U.S. Multifactor ETF 1.9 18 -10 6.3 +0.6
VOT Vanguard Mid-Cap Growth ETF 1.9 7 1 3.2 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.9 18 -10 6.8 +1.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 1.8 60 -52 4.7 -1.0
AVMC Avantis U.S. Mid Cap Equity ETF 1.8 18 -10 6.1 +0.4
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 -5 1.7 -4.0
VO Vanguard Mid-Cap ETF 1.8 4 4 21.0 +15.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.8 65 -57 7.1 +1.4
SCHV Schwab U.S. Large-Cap Value ETF 1.7 4 4 5.6 -0.2
RUNN Running Oak Efficient Growth ETF 1.7 58 -50 5.0 -0.8
PTF Invesco Dorsey Wright Technology Momentum ETF 1.7 60 -52 -1.0 -6.7
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 4 5.1 -0.6
DEW WisdomTree Global High Dividend Fund 1.7 58 -50 7.0 +1.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.7 49 -41 3.0 -2.7
CIBR First Trust NASDAQ Cybersecurity ETF 1.7 60 -52 3.4 -2.4
JHMM John Hancock Multifactor Mid Cap ETF 1.7 42 -34 5.5 -0.2
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 -41 6.4 +0.7
NXTG First Trust Indxx NextG ETF 1.6 70 -62 3.5 -2.3
ARB AltShares Merger Arbitrage ETF 1.6 77 -69 2.7 -3.1
DON WisdomTree U.S. MidCap Dividend Fund 1.6 38 -30 8.1 +2.4
WDIV SPDR S&P Global Dividend ETF 1.6 40 -32 8.8 +3.1
BFOR ALPS Barron's 400 ETF 1.5 65 -57 21.6 +15.9
VOE Vanguard Mid-Cap Value ETF 1.5 7 1 6.6 +0.9
SAGP Strategas Global Policy Opportunities ETF 1.5 65 -57 4.8 -0.9
IWS iShares Russell Mid-Cap Value ETF 1.5 23 -15 5.9 +0.2
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 -5 5.4 -0.3
TMFM Motley Fool Mid-Cap Growth ETF 1.4 85 -77 2.2 -3.5
BGIG Bahl & Gaynor Income Growth ETF 1.4 45 -37 4.5 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 2 3.4 -2.4
TTAC FCF US Quality ETF 1.4 59 -51 5.9 +0.2
SPHQ Invesco S&P 500 Quality ETF 1.4 15 -7 4.8 -1.0
CTEF Castellan Targeted Equity ETF 1.4 45 -37 2.8 -2.9
GLRY Inspire Faithward Mid Cap Momentum ETF 1.4 80 -72 4.2 -1.5
MVAL VanEck Morningstar Wide Moat Value ETF 1.3 49 -41 6.3 +0.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 -22 7.6 +1.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -41 7.8 +2.1
CLOU Global X Cloud Computing ETF 1.3 68 -60 2.2 -3.6
FVD First Trust Value Line Dividend Index Fund 1.3 65 -57 5.7 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 1 5.3 -0.4
TXS Texas Capital Texas Equity Index ETF 1.2 49 -41 4.8 -0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.2 70 -62 4.8 -1.0
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 -15 5.3 -0.4
VBR Vanguard Small Cap Value ETF 1.2 7 1 7.8 +2.1
SFGV Sequoia Global Value ETF 1.2 23 -15 7.0 +1.2
ABFL Abacus FCF Leaders ETF 1.2 59 -51 4.0 -1.7
QTUM Defiance Quantum ETF 1.1 40 -32 3.8 -1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -56 1.3 -4.4
IQM Franklin Intelligent Machines ETF 1.1 50 -42 1.2 -4.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -67 1.9 -3.8
XSW State Street SPDR S&P Software & Services ETF 1.0 35 -27 2.5 -3.2
SRHQ SRH U.S. Quality ETF 1.0 35 -27 5.9 +0.2
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -39 4.1 -1.6
PTL Inspire 500 ETF 1.0 9 -1 4.5 -1.2
PFM Invesco Dividend Achievers ETF 1.0 53 -45 4.7 -1.0
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 -32 3.9 -1.9
CGDG Capital Group Dividend Growers ETF 1.0 47 -39 5.1 -0.6
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.9 45 -37 -1.5 -7.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 -12 0.8 -4.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 0.9 40 -32 5.4 -0.4
VB Vanguard Small-Cap ETF 0.9 5 3 5.2 -0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -48 9.2 +3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 -24 3.9 -1.9
DTEC ALPS Disruptive Technologies ETF 0.9 50 -42 3.5 -2.2
AVMV Avantis U.S. Mid Cap Value ETF 0.9 20 -12 7.4 +1.7
RNIN Bushido Capital US SMID Cap Equity ETF 0.8 70 -62 9.4 +3.7
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -52 4.6 -1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.8 75 -67 5.8 +0.1
GINX SGI Enhanced Global Income ETF 0.8 98 -90 6.3 +0.6
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.8 40 -32 3.7 -2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 4 17.2 +11.5
SPLV Invesco S&P 500 Low Volatility ETF 0.8 25 -17 5.1 -0.6
FSGS First Trust SMID Growth Strength ETF 0.7 60 -52 4.8 -0.9
SCHM Schwab U.S. Mid-Cap ETF 0.7 4 4 5.8 +0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.7 80 -72 6.0 +0.2
OPTZ Optimize Strategy Index ETF 0.7 50 -42 3.4 -2.3
ALRG Allspring LT Large Core ETF 0.7 28 -20 3.5 -2.2
NIXT Research Affiliates Deletions ETF 0.7 9 -1 6.2 +0.5
PKW Invesco Buyback Achievers ETF 0.7 62 -54 6.9 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 -7 4.9 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.6 24 -16 7.1 +1.4
CVAR Cultivar ETF 0.5 87 -79 6.7 +1.0
STXM Strive Mid-Cap ETF 0.5 18 -10 6.0 +0.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -52 -0.9 -6.6
VBK Vanguard Small-Cap Growth ETF 0.5 7 1 1.3 -4.4
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 -7 6.6 +0.8
RCGE RockCreek Global Equality ETF 0.5 95 -87 5.9 +0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 -7 5.0 -0.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 -17 6.1 +0.4
FTEC Fidelity MSCI Information Technology Index ETF 0.5 8 -0 3.0 -2.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.5 35 -27 4.9 -0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 -31 2.2 -3.5
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 -12 -3.4 -9.1
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 2 7.6 +1.8
TMFX Motley Fool Next Index ETF 0.4 50 -42 2.9 -2.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.3 55 -47 8.7 +2.9
CBSE Clough Select Equity ETF 0.3 85 -77 0.4 -5.3
ABOT Abacus FCF Innovation Leaders ETF 0.3 69 -61 3.6 -2.1
IPO Renaissance IPO ETF 0.3 60 -52 1.7 -4.0
NBDS Neuberger Berman Disrupters ETF 0.3 55 -47 0.7 -5.0
JSTC Adasina Social Justice All Cap Global ETF 0.3 89 -81 4.3 -1.4
SMMD iShares Russell 2500 ETF 0.3 15 -7 5.5 -0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 -21 6.4 +0.6
SCHA Schwab U.S. Small-Cap ETF 0.3 4 4 4.3 -1.4
ISCB iShares Morningstar Small-Cap ETF 0.2 4 4 5.3 -0.4
VXF Vanguard Extended Market ETF 0.2 5 3 3.7 -2.0
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 -20 8.4 +2.7
EZM WisdomTree U.S. MidCap Fund 0.2 38 -30 8.0 +2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 -12 3.9 -1.8
STXK Strive Small-Cap ETF 0.2 18 -10 5.2 -0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -50 5.2 -0.5
WSML iShares MSCI World Small-Cap ETF 0.2 15 -7 5.3 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.2 17 -9 4.9 -0.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -44 5.0 -0.7
WSGE Warren Street Global Equity ETF 0.2 80 -72 2.9 -2.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 -12 5.6 -0.1
SPRX Spear Alpha ETF 0.1 75 -67 -0.8 -6.5
DFSV Dimensional US Small Cap Value ETF 0.1 31 -23 8.5 +2.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 2 2.8 -3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -34 3.9 -1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 -52 6.2 +0.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.1 39 -31 3.5 -2.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 -32 3.6 -2.1
DGRO iShares Core Dividend Growth ETF 0.0 8 0 5.5 -0.3
FESM Fidelity Enhanced Small Cap ETF 0.0 28 -20 2.2 -3.5
DFAS Dimensional U.S. Small Cap ETF 0.0 26 -18 5.5 -0.2
TRUT VanEck Technology TruSector ETF 0.0 13 -5 3.8 -1.9

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

  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:		 Communication Services Select Sector SPDR
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 14.3 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 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.