Communication Services Select Sector SPDR Fund
ALTAR
Score™
6.6% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
17.2x P/Sales
ratio
2.1x
P/BV
ratio
2.4x 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) $17,895
Currency USD
Expense ratio 9 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) $886,272
Large cap (>$10bn) 99.2%
Mid cap ($2-10bn) 0.8%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
META PLATFORMS INC 24.3 %
ALPHABET INC. CLASS A 12.5 %
ALPHABET INC. CLASS C 10.6 %
NETFLIX INC 4.6 %
VERIZON COMMUNICATIONS INC 4.5 %
T-MOBILE US, INC. 4.4 %
AT&T INC 4.4 %
ELECTRONIC ARTS INC 4.4 %
WALT DISNEY CO/THE 4.4 %
COMCAST CORP-CL A 4.2 %
Total 78.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
12.7% 42.5% 12.8% -- 10.1%

Market Correlations
versus... Beta R-squared
S&P500 1.01 72%
MSCI EAFE 1.00 66%
MSCI Emg. Mkts. 0.88 54%

Technical Indicators
Recent close $80.03
30d moving avg. $69.64
Annualized volatility 21.1%
Short interest (ETF) 1.6%
Short interest (Underlying) 2.6%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 5,283
Turnover 2.4%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $16,259

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 563 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: 9 bp ALTAR Score™: 6.6%


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
(%)
VOX Vanguard Communication Services ETF 77.7 10 -1 5.0 -1.6
FCOM Fidelity MSCI Communication Services Index ETF 77.4 8 1 4.7 -1.9
IXP iShares Global Comm Services ETF 72.4 42 -33 5.2 -1.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 62.1 40 -31 8.6 +1.9
PNQI Invesco NASDAQ Internet ETF 25.3 60 -51 2.5 -4.1
FDN First Trust Dow Jones Internet Index Fund 24.0 52 -43 1.4 -5.2
GBUY Goldman Sachs Future Consumer Equity ETF 22.9 75 -66 3.1 -3.5
FPAG FPA Global Equity ETF 21.8 49 -40 5.7 -1.0
IGM iShares Expanded Tech Sector ETF 21.4 41 -32 4.4 -2.3
IYZ iShares U.S. Telecommunications ETF 20.9 40 -31 8.3 +1.7
IGPT Invesco AI and Next Gen Software ETF 19.3 60 -51 3.6 -3.0
BNGE First Trust S-Network Streaming and Gaming ETF 18.9 70 -61 -1.1 -7.7
XPND First Trust Expanded Technology ETF 18.2 65 -56 3.8 -2.9
CGGR Capital Group Growth ETF 18.2 39 -30 3.4 -3.2
GGRW Gabelli Growth Innovators ETF 17.5 90 -81 2.2 -4.5
MILN Global X Millennial Consumer ETF 17.0 50 -41 2.4 -4.2
DUSA Davis Select U.S. Equity ETF 16.6 61 -52 7.2 +0.6
SOCL Global X Social Media ETF 16.6 65 -56 -5.9 -12.5
METV Roundhill Ball Metaverse ETF 16.3 59 -50 3.3 -3.3
MGK Vanguard Mega Cap Growth ETF 16.3 7 2 4.3 -2.4
SFYF SoFi Social 50 ETF 16.2 29 -20 -2.6 -9.2
LRND IQ U.S. Large Cap R&D Leaders ETF 15.9 14 -5 6.2 -0.5
GGME Invesco Next Gen Media and Gaming ETF 15.9 60 -51 4.0 -2.7
ACSI American Customer Satisfaction ETF 15.9 65 -56 5.0 -1.6
QQQ Invesco QQQ Trust Series I 15.7 20 -11 4.5 -2.1
QQQM Invesco NASDAQ 100 ETF 15.7 15 -6 4.6 -2.0
TMFC Motley Fool 100 Index ETF 15.6 50 -41 3.9 -2.7
IVRS iShares Future Metaverse Tech and Communications ETF 15.6 47 -38 -5.3 -11.9
LCF Touchstone US Large Cap Focused ETF 14.6 69 -60 4.5 -2.2
XLG Invesco S&P 500 Top 50 ETF 14.6 20 -11 4.6 -2.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.6 15 -6 5.6 -1.0
FBCG Fidelity Blue Chip Growth ETF 14.5 59 -50 2.5 -4.2
OGIG ALPS O'Shares Global Internet Giants ETF 14.5 48 -39 0.5 -6.2
LCLG Logan Capital Broad Innovative Growth ETF 14.3 99 -90 4.8 -1.9
BWEB Bitwise Web3 ETF 14.2 85 -76 1.0 -5.7
GK AdvisorShares Gerber Kawasaki ETF 14.2 75 -66 3.1 -3.5
FMET Fidelity Metaverse ETF 14.1 39 -30 4.3 -2.3
VUG Vanguard Growth ETF 14.1 4 5 4.2 -2.5
ITAN Sparkline Intangible Value ETF 14.0 50 -41 6.1 -0.5
HLAL Wahed FTSE USA Shariah ETF 14.0 50 -41 4.9 -1.8
IWY iShares Russell Top 200 Growth ETF 13.8 20 -11 4.7 -1.9
FDG American Century Focused Dynamic Growth ETF 13.5 45 -36 2.6 -4.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 13.4 15 -6 10.2 +3.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 13.3 40 -31 4.0 -2.6
ONEQ Fidelity Nasdaq Composite Index ETF 13.3 21 -12 3.8 -2.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 13.3 50 -41 4.6 -2.0
DEMZ Democratic Large Cap Core ETF 13.3 45 -36 4.2 -2.5
QGRW WisdomTree U.S. Quality Growth Fund 13.2 28 -19 4.5 -2.1
ARVR First Trust Indxx Metaverse ETF 13.2 70 -61 2.5 -4.2
IVW iShares S&P 500 Growth ETF 13.1 18 -9 4.4 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 13.1 4 5 4.5 -2.1
OEF iShares S&P 100 ETF 13.1 20 -11 5.0 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 13.0 4 5 4.2 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 12.7 9 0 5.7 -1.0
GSPY Gotham Enhanced 500 ETF 12.6 50 -41 5.3 -1.4
VSLU Applied Finance Valuation Large Cap ETF 12.6 49 -40 6.0 -0.7
IUS Invesco RAFI Strategic US ETF 12.5 19 -10 7.2 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.4 19 -10 6.5 -0.2
IUSG iShares Core S&P U.S. Growth ETF 12.4 4 5 4.5 -2.1
EPS WisdomTree U.S. LargeCap Fund 12.3 8 1 6.3 -0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 12.2 18 -9 4.2 -2.4
OND ProShares On-Demand ETF 12.1 58 -49 -2.4 -9.1
IWF iShares Russell 1000 Growth ETF 12.1 19 -10 4.6 -2.0
VONG Vanguard Russell 1000 Growth ETF 12.1 8 1 4.7 -1.9
JGRO JPMorgan Active Growth ETF 12.0 44 -35 3.3 -3.3
VOOV Vanguard S&P 500 Value ETF 11.7 10 -1 5.7 -1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 11.7 60 -51 3.8 -2.8
KNCT Invesco Next Gen Connectivity ETF 11.5 40 -31 5.8 -0.8
XTL SPDR S&P Telecom ETF 11.5 35 -26 6.6 -0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 11.5 60 -51 5.6 -1.0
QQMG Invesco ESG NASDAQ 100 ETF 11.4 20 -11 4.6 -2.0
NACP Impact Shares NAACP Minority Empowerment ETF 11.4 49 -40 4.9 -1.7
DARP Grizzle Growth ETF 11.4 75 -66 3.1 -3.6
FFND Future Fund Active ETF 11.3 100 -91 0.3 -6.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.2 7 2 5.2 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 11.1 12 -3 4.4 -2.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 11.1 65 -56 3.7 -2.9
RUFF Alpha Dog ETF 11.0 94 -85 4.7 -1.9
NANC Unusual Whales Subversive Democratic Trading ETF 11.0 75 -66 3.7 -2.9
SPMO Invesco S&P 500 Momentum ETF 10.9 13 -4 3.6 -3.0
IYC iShares U.S. Consumer Discretionary ETF 10.9 40 -31 3.7 -2.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 10.9 45 -36 4.6 -2.0
XDAT Franklin Exponential Data ETF 10.8 50 -41 2.8 -3.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.7 15 -6 7.0 +0.3
DWLD Davis Select Worldwide ETF 10.7 63 -54 5.8 -0.8
IWL iShares Russell Top 200 ETF 10.7 15 -6 5.0 -1.7
MRAD SmartETFs Advertising & Marketing Technology ETF 10.6 68 -59 4.2 -2.5
MGC Vanguard Mega Cap ETF 10.6 7 2 5.1 -1.6
FMIL Fidelity New Millennium ETF 10.6 59 -50 4.3 -2.4
QLC FlexShares US Quality Large Cap Index Fund 10.5 25 -16 5.6 -1.1
PWB Invesco Large Cap Growth ETF 10.5 56 -47 3.0 -3.6
WRND IQ Global Equity R&D Leaders ETF 10.5 18 -9 7.1 +0.5
SPXN ProShares S&P 500 Ex-Financials ETF 10.4 9 0 10.5 +3.9
NULG Nuveen ESG Large-Cap Growth ETF 10.4 26 -17 4.4 -2.3
BUZZ VanEck Social Sentiment ETF 10.4 75 -66 -0.7 -7.3
AIQ Global X Artificial Intelligence & Technology ETF 10.4 68 -59 4.1 -2.6
CHAT Roundhill Generative AI & Technology ETF 10.2 75 -66 4.1 -2.6
XVV iShares ESG Screened S&P 500 ETF 10.1 8 1 5.1 -1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 10.1 9 0 10.0 +3.4
XNTK SPDR NYSE Technology ETF 10.1 35 -26 3.8 -2.8
AVLV Avantis U.S. Large Cap Value ETF 10.1 15 -6 7.5 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 10.1 10 -1 5.1 -1.5
QUAL iShares MSCI USA Quality Factor ETF 10.0 15 -6 5.4 -1.2
STXG Strive 1000 Growth ETF 10.0 18 -9 4.1 -2.5
TIME Clockwise Core Equity & Innovation ETF 10.0 95 -86 1.9 -4.7
QVML Invesco S&P 500 QVM Multi-factor ETF 9.9 11 -2 5.2 -1.5
ESGV Vanguard ESG U.S. Stock ETF 9.9 9 0 5.0 -1.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.9 47 -38 6.1 -0.6
CGUS Capital Group Core Equity ETF 9.8 33 -24 4.7 -2.0
SDOG ALPS Sector Dividend Dogs ETF 9.7 36 -27 9.7 +3.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 9.7 56 -47 1.7 -5.0
VERS ProShares Metaverse ETF 9.6 58 -49 -8.2 -14.9
RAFE PIMCO RAFI ESG U.S. ETF 9.6 29 -20 7.2 +0.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.6 80 -71 5.7 -0.9
USMC Principal U.S. Mega-Cap ETF 9.6 12 -3 4.9 -1.7
CACG ClearBridge All Cap Growth ESG ETF 9.6 54 -45 3.3 -3.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.5 20 -11 5.0 -1.6
VLU SPDR S&P 1500 Value Tilt ETF 9.4 12 -3 7.2 +0.6
IYW iShares U.S. Technology ETF 9.4 40 -31 4.3 -2.3
VOO Vanguard S&P 500 ETF 9.4 3 6 5.3 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.4 10 -1 5.1 -1.5
ILCG iShares Morningstar Growth ETF 9.3 4 5 4.0 -2.6
SHE SPDR MSCI USA Gender Diversity ETF 9.3 20 -11 4.9 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 9.3 29 -20 5.1 -1.5
IVV iShares Core S&P 500 ETF 9.3 3 6 5.3 -1.4
DFNV Donoghue Forlines Innovation ETF 9.3 69 -60 4.9 -1.7
SPY SPDR S&P 500 ETF Trust 9.3 9 -0 5.2 -1.4
SPLG SPDR Portfolio S&P 500 ETF 9.2 2 7 5.3 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 9.2 9 0 10.3 +3.7
VV Vanguard Large-Cap ETF 9.2 4 5 5.2 -1.4
FNDX Schwab Fundamental US Large Co. Index ETF 9.2 25 -16 7.2 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 9.1 25 -16 6.8 +0.2
FSST Fidelity Sustainable U.S. Equity ETF 9.1 59 -50 4.9 -1.7
ADME Aptus Drawdown Managed Equity ETF 9.1 79 -70 4.3 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.1 10 -1 5.4 -1.2
STRV Strive 500 ETF 9.1 5 4 5.2 -1.5
PBUS Invesco MSCI USA ETF 9.0 4 5 5.2 -1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.0 58 -49 4.8 -1.8
RVRB Reverb ETF 9.0 30 -21 4.9 -1.7
APUE ActivePassive U.S. Equity ETF 8.9 45 -36 5.0 -1.7
PKW Invesco Buyback Achievers ETF 8.9 62 -53 7.1 +0.5
ILCB iShares Morningstar U.S. Equity ETF 8.9 3 6 5.2 -1.4
DSI iShares MSCI KLD 400 Social ETF 8.9 25 -16 5.1 -1.5
ANEW ProShares MSCI Transformational Changes ETF 8.9 45 -36 3.3 -3.3
SPDV AAM S&P 500 High Dividend Value ETF 8.9 29 -20 10.6 +4.0
ROE Astoria US Quality Kings ETF 8.9 49 -40 8.1 +1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 8.8 79 -70 6.2 -0.4
LRGE ClearBridge Large Cap Growth ESG ETF 8.7 59 -50 3.3 -3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.7 7 2 5.2 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.7 75 -66 4.6 -2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.7 35 -26 4.8 -1.9
DFSU Dimensional US Sustainability Core 1 ETF 8.7 18 -9 5.7 -1.0
QUS SPDR MSCI USA StrategicFactors ETF 8.6 15 -6 6.1 -0.6
SCHX Schwab U.S. Large-Cap ETF 8.6 3 6 5.3 -1.4
VONE Vanguard Russell 1000 ETF 8.6 8 1 5.2 -1.4
HKND Humankind US Stock ETF 8.6 11 -2 7.0 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 8.6 0 9 5.2 -1.4
VOTE TCW Transform 500 ETF 8.6 5 4 5.2 -1.4
VNSE Natixis Vaughan Nelson Select ETF 8.6 80 -71 3.2 -3.5
MTUM iShares MSCI USA Momentum Factor ETF 8.5 15 -6 3.6 -3.0
IWB iShares Russell 1000 ETF 8.5 15 -6 5.1 -1.5
FNDB Schwab Fundamental US Broad Market Index ETF 8.5 25 -16 7.2 +0.5
WFH Direxion Work From Home ETF 8.5 45 -36 0.0 -6.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.5 3 6 5.4 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.5 2 7 5.2 -1.4
ESGU iShares ESG Aware MSCI USA ETF 8.5 15 -6 5.2 -1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 8.5 80 -71 4.5 -2.1
ILCV iShares Morningstar Value ETF 8.4 4 5 6.8 +0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.4 15 -6 7.2 +0.6
FVAL Fidelity Value Factor ETF 8.4 15 -6 7.5 +0.9
IYY iShares Dow Jones U.S. ETF 8.4 20 -11 5.1 -1.6
DFUS Dimensional U.S. Equity ETF 8.4 9 0 5.1 -1.5
SCHK Schwab 1000 Index ETF 8.4 5 4 5.3 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 8.4 50 -41 8.0 +1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.3 48 -39 6.2 -0.4
RECS Columbia Research Enhanced Core ETF 8.3 15 -6 5.6 -1.1
RFFC ALPS Active Equity Opportunity ETF 8.2 48 -39 4.5 -2.1
HDUS Hartford Disciplined US Equity ETF 8.2 19 -10 6.2 -0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 8.2 32 -23 5.2 -1.5
VTHR Vanguard Russell 3000 ETF 8.1 10 -1 5.1 -1.6
VTI Vanguard Total Stock Market ETF 8.1 3 6 5.1 -1.6
IWV iShares Russell 3000 ETF 8.1 20 -11 5.0 -1.7
FLRG Fidelity U.S. Multifactor ETF 8.1 15 -6 7.7 +1.1
SNPE Xtrackers S&P 500 ESG ETF 8.1 10 -1 5.3 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.0 3 6 5.1 -1.5
SCHB Schwab U.S. Broad Market ETF 8.0 3 6 5.2 -1.4
AUSF Global X Adaptive U.S. Factor ETF 8.0 27 -18 9.1 +2.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 8.0 15 -6 4.9 -1.8
DIVY Sound Equity Dividend Income ETF 7.9 45 -36 10.7 +4.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.9 30 -21 4.6 -2.0
MOTE VanEck Morningstar ESG Moat ETF 7.9 49 -40 5.2 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.9 9 0 5.8 -0.8
ABEQ Absolute Select Value ETF 7.9 85 -76 4.8 -1.8
FDLO Fidelity Low Volatility Factor ETF 7.9 15 -6 5.5 -1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.8 60 -51 4.0 -2.6
VEGN US Vegan Climate ETF 7.8 60 -51 4.6 -2.0
SNPG Xtrackers S&P 500 Growth ESG ETF 7.8 15 -6 4.7 -2.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.8 10 -1 4.8 -1.8
ESPO VanEck Video Gaming and eSports ETF 7.8 56 -47 4.6 -2.1
HERO Global X Video Games & Esports ETF 7.8 50 -41 5.1 -1.5
NERD Roundhill Video Games ETF 7.8 50 -41 8.0 +1.3
FQAL Fidelity Quality Factor ETF 7.8 15 -6 5.9 -0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.7 10 -1 4.8 -1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.7 14 -5 5.4 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 7.7 39 -30 7.4 +0.8
DFAU Dimensional US Core Equity Market ETF 7.6 12 -3 5.4 -1.3
FDMO Fidelity Momentum Factor ETF 7.6 15 -6 3.7 -3.0
SNPV Xtrackers S&P 500 Value ESG ETF 7.6 15 -6 6.9 +0.3
QVAL Alpha Architect US Quantitative Value ETF 7.6 39 -30 11.2 +4.6
GDEF Goldman Sachs Defensive Equity ETF 7.6 55 -46 4.4 -2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 7.6 75 -66 4.9 -1.8
RWL Invesco S&P 500 Revenue ETF 7.5 39 -30 6.7 +0.1
KRMA Global X Conscious Companies ETF 7.5 43 -34 5.8 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 7.5 15 -6 6.0 -0.7
VOOG Vanguard S&P 500 Growth ETF 7.5 10 -1 5.4 -1.3
WLDR Affinity World Leaders Equity ETF 7.5 67 -58 8.5 +1.8
VLUE iShares MSCI USA Value Factor ETF 7.4 15 -6 10.8 +4.2
IWFH iShares Virtual Work and Life Multisector ETF 7.4 47 -38 -3.5 -10.2
RPG Invesco S&P 500 Pure Growth ETF 7.4 35 -26 3.4 -3.3
DSTL Distillate US Fundamental Stability & Value ETF 7.4 39 -30 7.8 +1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 7.4 36 -27 4.8 -1.9
NULC Nuveen ESG Large-Cap ETF 7.4 21 -12 5.5 -1.1
AFLG First Trust Active Factor Large Cap ETF 7.3 55 -46 6.1 -0.5
UDI USCF Dividend Income Fund 7.3 65 -56 7.6 +1.0
ZECP Zacks Earnings Consistent Portfolio ETF 7.2 55 -46 5.0 -1.6
AVUS Avantis U.S. Equity ETF 7.2 15 -6 6.1 -0.6
SAMT Strategas Macro Thematic Opportunities ETF 7.2 65 -56 4.7 -2.0
TTAC FCF US Quality ETF 7.2 59 -50 6.5 -0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 7.2 75 -66 3.7 -3.0
JVAL JPMorgan U.S. Value Factor ETF 7.1 12 -3 8.4 +1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.1 30 -21 9.4 +2.7
EDOW First Trust Dow 30 Equal Weight ETF 7.1 50 -41 6.0 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 7.1 75 -66 5.3 -1.3
AOTG AOT Growth and Innovation ETF 7.0 75 -66 2.9 -3.7
YALL God Bless America ETF 7.0 65 -56 3.6 -3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 7.0 42 -33 5.1 -1.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 6.9 75 -66 5.3 -1.4
SFY SoFi Select 500 ETF 6.9 0 9 5.2 -1.5
TOK iShares MSCI Kokusai ETF 6.8 26 -17 5.3 -1.3
COWS Amplify Cash Flow Dividend Leaders ETF 6.8 0 9 10.5 +3.9
HDV iShares Core High Dividend ETF 6.8 8 1 8.3 +1.7
FTGS First Trust Growth Strength ETF 6.7 60 -51 6.4 -0.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.6 9 0 5.0 -1.6
IOO iShares Global 100 ETF 6.6 41 -32 4.8 -1.8
MOAT VanEck Morningstar Wide Moat ETF 6.6 46 -37 6.3 -0.3
BTHM BlackRock Future U.S. Themes ETF 6.6 60 -51 4.2 -2.4
PEJ Invesco Leisure and Entertainment ETF 6.5 58 -49 0.4 -6.2
JHML John Hancock Multifactor Large Cap ETF 6.5 29 -20 5.6 -1.0
USMF WisdomTree U.S. Multifactor Fund 6.5 28 -19 7.0 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 6.5 60 -51 5.6 -1.1
IETC iShares U.S. Tech Independence Focused ETF 6.5 18 -9 4.3 -2.3
MVPS Amplify Thematic All-Stars ETF 6.4 49 -40 1.6 -5.0
KOKU Xtrackers MSCI Kokusai Equity ETF 6.4 9 0 5.5 -1.1
URTH iShares MSCI World ETF 6.4 24 -15 5.4 -1.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.3 20 -11 5.1 -1.6
LRGF iShares U.S. Equity Factor ETF 6.3 8 1 5.8 -0.8
SPHQ Invesco S&P 500 Quality ETF 6.3 15 -6 5.4 -1.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.3 29 -20 6.3 -0.4
MDLV Morgan Dempsey Large Cap Value ETF 6.2 58 -49 8.8 +2.2
PWV Invesco Large Cap Value ETF 6.2 55 -46 7.7 +1.1
DVND Touchstone Dividend Select ETF 6.2 67 -58 6.4 -0.2
CLOU Global X Cloud Computing ETF 6.1 68 -59 2.1 -4.6
FFTY Innovator IBD 50 ETF 6.1 80 -71 0.1 -6.6
SUSA iShares MSCI USA ESG Select ETF 6.1 25 -16 5.3 -1.3
QWLD SPDR MSCI World StrategicFactors ETF 6.1 30 -21 6.1 -0.6
QGRO American Century U.S. Quality Growth ETF 6.1 29 -20 5.7 -0.9
WISE Themes Generative Artificial Intelligence ETF 6.1 35 -26 2.1 -4.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.0 25 -16 5.7 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 6.0 22 -13 5.2 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 6.0 12 -3 5.7 -0.9
SSPY Syntax Stratified LargeCap ETF 6.0 30 -21 6.6 -0.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 6.0 50 -41 5.8 -0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 6.0 45 -36 4.6 -2.0
SPMV Invesco S&P 500 Minimum Variance ETF 5.9 10 -1 5.7 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.9 20 -11 5.6 -1.0
GINN Goldman Sachs Innovate Equity ETF 5.9 52 -43 2.7 -3.9
CAML Congress Large Cap Growth ETF 5.8 66 -57 3.4 -3.2
DVY iShares Select Dividend ETF 5.8 38 -29 9.4 +2.8
FDWM Fidelity Women's Leadership ETF 5.8 59 -50 4.8 -1.9
DFUV Dimensional US Marketwide Value ETF 5.8 22 -13 7.7 +1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.8 7 2 8.6 +2.0
DFLV Dimensional US Large Cap Value ETF 5.8 22 -13 7.9 +1.3
DFAC Dimensional U.S. Core Equity 2 ETF 5.7 17 -8 5.7 -1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.7 12 -3 5.1 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 5.7 39 -30 8.5 +1.8
ACWI iShares MSCI ACWI ETF 5.6 32 -23 5.5 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.6 13 -4 5.4 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 5.6 15 -6 8.0 +1.4
IWX iShares Russell Top 200 Value ETF 5.6 20 -11 6.6 0.0
ESGS Columbia U.S. ESG Equity Income ETF 5.5 35 -26 6.4 -0.3
CGDV Capital Group Dividend Value ETF 5.4 33 -24 5.8 -0.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.4 52 -43 6.4 -0.2
BUL Pacer US Cash Cows Growth ETF 5.4 60 -51 7.4 +0.8
MOTG VanEck Morningstar Global Wide Moat ETF 5.4 52 -43 5.8 -0.8
SMOT VanEck Morningstar SMID Moat ETF 5.4 49 -40 6.4 -0.2
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 5.3 57 -48 3.7 -2.9
EQUL IQ Engender Equality ETF 5.2 45 -36 7.0 +0.3
TMFG Motley Fool Global Opportunities ETF 5.2 85 -76 3.3 -3.4
SYNB Putnam BioRevolution ETF 5.2 70 -61 2.9 -3.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 5.2 61 -52 5.0 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.1 11 -2 5.2 -1.4
VT Vanguard Total World Stock ETF 5.1 7 2 5.8 -0.8
PEXL Pacer US Export Leaders ETF 5.1 60 -51 5.1 -1.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.1 29 -20 8.2 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.0 9 0 5.7 -0.9
ROUS Hartford Multifactor US Equity ETF 5.0 19 -10 6.5 -0.2
STXV Strive 1000 Value ETF 5.0 18 -9 8.0 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 5.0 15 -6 6.1 -0.5
FBCV Fidelity Blue Chip Value ETF 5.0 59 -50 7.2 +0.6
NULV Nuveen ESG Large-Cap Value ETF 5.0 26 -17 7.3 +0.6
BKWO BNY Mellon Women's Opportunities ETF 4.9 50 -41 3.7 -2.9
FUNL CornerCap Fundametrics Large-Cap ETF 4.9 50 -41 7.0 +0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.9 56 -47 6.3 -0.3
ODDS Pacer BlueStar Digital Entertainment ETF 4.9 60 -51 3.0 -3.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 -6 5.3 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.8 75 -66 6.6 +0.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 4.8 60 -51 6.5 -0.1
DGT SPDR Global Dow ETF 4.8 50 -41 6.8 +0.1
WTV WisdomTree US Value Fund of Benef Interest 4.8 12 -3 8.7 +2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.8 25 -16 11.1 +4.5
SPHB Invesco S&P 500 High Beta ETF 4.8 25 -16 5.0 -1.6
BUYZ Franklin Disruptive Commerce ETF 4.8 50 -41 2.0 -4.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.7 49 -40 4.7 -1.9
FTA First Trust Large Cap Value AlphaDEX Fund 4.7 59 -50 8.4 +1.7
HART IQ Healthy Hearts ETF 4.7 45 -36 5.4 -1.2
FIVG Defiance Next Gen Connectivity ETF 4.7 30 -21 6.7 +0.0
WUGI AXS Esoterica NextG Economy ETF 4.7 75 -66 2.1 -4.6
SMRI Bushido Capital US Equity ETF 4.7 71 -62 10.3 +3.6
CLOD Themes Cloud Computing ETF 4.6 35 -26 3.6 -3.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.6 27 -18 8.7 +2.1
MBCC Monarch Blue Chips Core ETF 4.6 125 -116 3.4 -3.3
VIRS Pacer BioThreat Strategy ETF 4.6 70 -61 5.9 -0.7
HLGE Hartford Longevity Economy ETF 4.6 44 -35 6.6 -0.0
RPV Invesco S&P 500 Pure Value ETF 4.6 35 -26 10.2 +3.5
IVE iShares S&P 500 Value ETF 4.6 18 -9 6.7 +0.1
CARZ First Trust NASDAQ Global Auto Index Fund 4.6 70 -61 3.4 -3.2
SCHD Schwab US Dividend Equity ETF 4.6 6 3 9.8 +3.2
SPYV SPDR Portfolio S&P 500 Value ETF 4.6 4 5 6.8 +0.2
DIVB iShares Core Dividend ETF 4.5 5 4 8.1 +1.5
CVAR Cultivar ETF 4.5 87 -78 7.1 +0.5
JAVA JPMorgan Active Value ETF 4.5 44 -35 6.5 -0.2
DIVZ TrueShares Low Volatility Equity Income ETF 4.5 65 -56 8.8 +2.1
WBIY WBI Power Factor High Dividend ETF 4.5 100 -91 11.2 +4.6
FDL First Trust Morningstar Dividend Leaders Index Fund 4.5 45 -36 10.1 +3.4
VUSE Vident U.S. Equity Strategy ETF 4.5 50 -41 3.6 -3.0
QDIV Global X S&P 500 Quality Dividend ETF 4.4 20 -11 8.7 +2.1
REVS Columbia Research Enhanced Value ETF 4.4 19 -10 7.9 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 -11 6.5 -0.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 4.4 47 -38 0.7 -6.0
GLOF iShares Global Equity Factor ETF 4.4 20 -11 7.1 +0.4
JRNY ALPS Global Travel Beneficiaries ETF 4.4 65 -56 0.0 -6.6
VONV Vanguard Russell 1000 Value ETF 4.3 8 1 6.8 +0.2
KRUZ Unusual Whales Subversive Republican Trading ETF 4.3 75 -66 5.0 -1.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.3 35 -26 7.2 +0.5
IUSV iShares Core S&P US Value ETF 4.3 4 5 6.9 +0.3
IWD iShares Russell 1000 Value ETF 4.2 19 -10 6.7 +0.0
SXQG ETC 6 Meridian Quality Growth ETF 4.2 100 -91 4.3 -2.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.2 45 -36 1.3 -5.3
PEY Invesco High Yield Equity Dividend Achievers ETF 4.2 52 -43 9.7 +3.1
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -50 5.6 -1.0
JEPI JPMorgan Equity Premium Income ETF 4.1 35 -26 5.3 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 4.1 12 -3 4.8 -1.8
SKYY First Trust Cloud Computing ETF 4.1 60 -51 3.5 -3.2
SPVU Invesco S&P 500 Enhanced Value ETF 4.1 13 -4 9.4 +2.8
NUDV Nuveen ESG Dividend ETF 4.1 26 -17 7.6 +1.0
VALQ American Century U.S. Quality Value ETF 4.1 29 -20 7.4 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.1 25 -16 6.1 -0.6
GCOW Pacer Global Cash Cows Dividend ETF 4.0 60 -51 13.9 +7.3
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 -4 2.7 -3.9
DIV Global X SuperDividend US ETF 4.0 45 -36 8.1 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.0 18 -9 6.4 -0.2
SYLD Cambria Shareholder Yield ETF 3.9 59 -50 11.6 +5.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.9 40 -31 6.1 -0.5
FLLV Franklin U.S. Low Volatility ETF 3.9 29 -20 6.0 -0.7
VICE AdvisorShares Vice ETF 3.9 99 -90 7.5 +0.9
VFVA Vanguard U.S. Value Factor ETF 3.9 13 -4 10.8 +4.2
RSP Invesco S&P 500 Equal Weight ETF 3.8 20 -11 6.3 -0.3
NTZG Nuveen Global Net Zero Transition ETF 3.8 56 -47 4.9 -1.7
JHDV John Hancock U.S. High Dividend ETF 3.8 34 -25 6.5 -0.1
ISHP First Trust Nasdaq Retail ETF 3.8 60 -51 3.2 -3.4
BOUT Innovator IBD Breakout Opportunities ETF 3.7 81 -72 2.9 -3.8
LVOL American Century Low Volatility ETF 3.7 29 -20 5.3 -1.4
CGGO Capital Group Global Growth Equity ETF 3.7 47 -38 4.3 -2.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.7 12 -3 5.6 -1.0
RDVY First Trust Rising Dividend Achievers ETF 3.7 50 -41 9.7 +3.1
XITK SPDR FactSet Innovative Technology ETF 3.7 45 -36 2.7 -4.0
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 5 6.8 +0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.5 55 -46 4.0 -2.7
TMFX Motley Fool Next Index ETF 3.5 50 -41 3.4 -3.2
EQAL Invesco Russell 1000 Equal Weight ETF 3.5 20 -11 6.1 -0.6
GURU Global X Guru Index ETF 3.5 75 -66 2.5 -4.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.4 38 -29 6.8 +0.2
VYM Vanguard High Dividend Yield Index ETF 3.4 6 3 7.5 +0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.4 20 -11 5.4 -1.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.4 59 -50 2.8 -3.9
EVUS iShares ESG Aware MSCI USA Value ETF 3.3 18 -9 6.8 +0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 -28 4.9 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 31 -22 7.5 +0.9
COWZ Pacer US Cash Cows 100 ETF 3.3 49 -40 11.0 +4.3
FCPI Fidelity Stocks for Inflation ETF 3.3 15 -6 8.6 +2.0
MOTO SmartETFs Smart Transportation & Technology ETF 3.3 68 -59 6.6 +0.0
VFMF Vanguard U.S. Multifactor ETF 3.3 18 -9 8.7 +2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.3 65 -56 3.9 -2.7
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 -20 5.2 -1.5
LOUP Innovator Deepwater Frontier Tech ETF 3.2 70 -61 2.2 -4.4
FLV American Century Focused Large Cap Value ETF 3.2 42 -33 6.7 +0.0
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -38 4.1 -2.6
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.1 106 -97 2.9 -3.7
DRIV Global X Autonomous & Electric Vehicles ETF 3.1 68 -59 3.3 -3.3
MGV Vanguard Mega Cap Value ETF 3.0 7 2 7.0 +0.3
AGQI First Trust Active Global Quality Income ETF 3.0 85 -76 5.9 -0.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 61 -52 -4.2 -10.8
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 0 6.2 -0.4
ULVM VictoryShares US Value Momentum ETF 3.0 20 -11 7.5 +0.9
ARKW ARK Next Generation Internet ETF 3.0 87 -78 -2.9 -9.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 0 6.0 -0.6
CHGX AXS Change Finance ESG ETF 2.9 49 -40 5.0 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.9 18 -9 7.7 +1.1
ACVF American Conservative Values ETF 2.9 75 -66 4.4 -2.3
ACWV iShares MSCI Global Min Vol Factor ETF 2.8 20 -11 6.8 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.8 31 -22 3.7 -2.9
SIZE iShares MSCI USA Size Factor ETF 2.8 15 -6 6.1 -0.6
VTV Vanguard Value ETF 2.8 4 5 7.1 +0.5
USVT US Value ETF 2.8 49 -40 11.3 +4.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.8 38 -29 8.6 +2.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.8 35 -26 8.6 +2.0
CLNR IQ Cleaner Transport ETF 2.8 45 -36 8.3 +1.7
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.8 60 -51 6.8 +0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.7 70 -61 5.1 -1.5
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.7 68 -59 5.2 -1.4
DIA SPDR Dow Jones Industrial Average ETF Trust 2.7 16 -7 5.9 -0.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.7 35 -26 6.1 -0.6
QDF FlexShares Quality Dividend Index Fund 2.7 37 -28 5.0 -1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.7 40 -31 6.0 -0.6
FXL First Trust Technology AlphaDEX Fund 2.6 61 -52 4.0 -2.6
INNO Harbor Disruptive Innovation ETF 2.6 75 -66 -3.5 -10.1
SRHQ SRH U.S. Quality ETF 2.6 35 -26 8.0 +1.3
TRFM AAM Transformers ETF 2.6 49 -40 1.2 -5.4
KOMP SPDR S&P Kensho New Economies Composite ETF 2.6 20 -11 2.1 -4.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 2 9.7 +3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.5 15 -6 4.7 -1.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.5 75 -66 3.1 -3.5
IBUY Amplify Online Retail ETF 2.5 65 -56 1.8 -4.8
GVLU Gotham 1000 Value ETF 2.5 50 -41 7.5 +0.9
DBLV AdvisorShares DoubleLine Value Equity ETF 2.5 90 -81 7.4 +0.8
UFO Procure Space ETF 2.5 75 -66 -4.0 -10.6
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 -1 5.2 -1.5
DEUS Xtrackers Russell US Multifactor ETF 2.5 17 -8 7.1 +0.5
DIVL Madison Dividend Value ETF 2.4 65 -56 6.2 -0.5
FOVL iShares Focused Value Factor ETF 2.4 25 -16 10.3 +3.7
VOE Vanguard Mid-Cap Value ETF 2.4 7 2 7.6 +0.9
IGV iShares Expanded Tech-Software Sector ETF 2.4 41 -32 3.3 -3.3
FAB First Trust Multi Cap Value AlphaDEX Fund 2.4 67 -58 9.5 +2.8
MINV Matthews Asia Innovators Active ETF 2.3 79 -70 2.9 -3.7
ARKX ARK Space Exploration & Innovation ETF 2.2 75 -66 1.8 -4.9
ICAP InfraCap Equity Income Fund ETF 2.2 171 -162 7.2 +0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -56 8.5 +1.9
ARKF ARK Fintech Innovation ETF 2.2 75 -66 -2.2 -8.8
POWA Invesco Bloomberg Pricing Power ETF 2.2 40 -31 5.1 -1.6
QQQN VictoryShares Nasdaq Next 50 ETF 2.1 18 -9 4.5 -2.2
PY Principal Value ETF 2.1 15 -6 7.6 +1.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.1 49 -40 10.6 +4.0
SHRY First Trust Bloomberg Shareholder Yield ETF 2.0 60 -51 7.0 +0.4
VO Vanguard Mid-Cap ETF 2.0 4 5 5.9 -0.7
PSET Principal Quality ETF 2.0 15 -6 5.6 -1.0
ARKQ ARK Autonomous Technology & Robotics ETF 2.0 75 -66 1.7 -5.0
PDP Invesco Dorsey Wright Momentum ETF 1.9 62 -53 3.6 -3.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 -19 6.3 -0.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.9 20 -11 7.1 +0.5
IWS iShares Russell Mid-Cap Value ETF 1.9 23 -14 6.7 +0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.9 56 -47 14.4 +7.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.9 80 -71 5.2 -1.4
ARKK ARK Innovation ETF 1.9 75 -66 -4.9 -11.6
FDIV MarketDesk Focused U.S. Dividend ETF 1.9 35 -26 9.0 +2.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.9 60 -51 9.7 +3.1
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -80 4.8 -1.9
DTD WisdomTree U.S. Total Dividend Fund 1.8 28 -19 6.6 -0.0
RUNN Running Oak Efficient Growth ETF 1.8 58 -49 4.9 -1.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.8 25 -16 5.9 -0.7
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 -16 5.8 -0.8
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -51 5.5 -1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 -55 2.1 -4.6
PFM Invesco Dividend Achievers ETF 1.7 53 -44 5.8 -0.9
FLDZ RiverNorth Patriot ETF 1.7 75 -66 5.9 -0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 -6 6.3 -0.3
IEDI iShares U.S. Consumer Focused ETF 1.6 18 -9 5.0 -1.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.6 30 -21 8.0 +1.4
NXTG First Trust Indxx NextG ETF 1.6 70 -61 6.0 -0.6
AESR Anfield U.S. Equity Sector Rotation ETF 1.6 108 -99 4.3 -2.3
WDIV SPDR S&P Global Dividend ETF 1.6 40 -31 10.5 +3.9
XSW SPDR S&P Software & Services ETF 1.5 35 -26 2.9 -3.7
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 -33 6.7 +0.0
VOT Vanguard Mid-Cap Growth ETF 1.5 7 2 4.2 -2.5
BFOR ALPS Barron's 400 ETF 1.5 65 -56 6.6 0.0
SQEW LeaderShares Equity Skew ETF 1.5 81 -72 6.1 -0.6
IWR iShares Russell Midcap ETF 1.5 19 -10 5.8 -0.9
QTUM Defiance Quantum ETF 1.4 40 -31 3.9 -2.8
TXS Texas Capital Texas Equity Index ETF 1.4 49 -40 5.6 -1.0
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.4 85 -76 -0.9 -7.5
BTEK Future Tech ETF 1.4 88 -79 2.0 -4.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 -11 8.0 +1.4
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -29 8.7 +2.1
SPGP Invesco S&P 500 GARP ETF 1.4 34 -25 8.5 +1.9
IMCV iShares Morningstar Mid-Cap Value ETF 1.3 6 3 8.1 +1.5
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 5 6.2 -0.4
DSMC Distillate Small/Mid Cash Flow ETF 1.3 55 -46 11.9 +5.3
DGRO iShares Core Dividend Growth ETF 1.3 8 1 6.6 -0.0
SAGP Strategas Global Policy Opportunities ETF 1.3 65 -56 4.5 -2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.3 6 3 4.3 -2.4
DFND Siren DIVCON Dividend Defender ETF 1.3 189 -180 4.2 -2.5
HAPY Harbor Human Capital Factor Unconstrained ETF 1.2 50 -41 4.8 -1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 5 6.2 -0.5
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 -34 5.2 -1.5
DTEC ALPS Disruptive Technologies ETF 1.2 50 -41 3.3 -3.3
FDVV Fidelity High Dividend ETF 1.2 15 -6 9.1 +2.5
AIEQ AI Powered Equity ETF 1.1 75 -66 6.1 -0.5
FVD First Trust Value Line Dividend Index Fund 1.1 65 -56 6.2 -0.5
VIG Vanguard Dividend Appreciation ETF 1.1 6 3 5.9 -0.8
ECML Euclidean Fundamental Value ETF 1.0 95 -86 8.8 +2.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.0 61 -52 -14.5 -21.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 -19 6.2 -0.5
DUHP Dimensional US High Profitability ETF 1.0 21 -12 6.9 +0.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.0 20 -11 10.1 +3.5
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 5 6.4 -0.3
EQRR ProShares Equities for Rising Rates ETF 0.9 35 -26 7.9 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 -20 9.3 +2.6
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 -4 7.3 +0.6
KLDW Knowledge Leaders Developed World ETF 0.9 75 -66 4.9 -1.7
GDIV Harbor Dividend Growth Leaders ETF 0.9 50 -41 6.1 -0.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.9 65 -56 1.6 -5.0
ACTV LeaderShares Activist Leaders ETF 0.8 75 -66 8.1 +1.5
XT iShares Exponential Technologies ETF 0.6 46 -37 3.8 -2.8
CGRO CoreValues Alpha Greater China Growth ETF 0.6 75 -66 2.7 -4.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.5 24 -15 8.1 +1.5
SFYX SoFi Next 500 ETF 0.5 0 9 5.6 -1.0
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 -6 7.7 +1.1
RNMC First Trust Mid Cap US Equity Select ETF 0.5 60 -51 8.0 +1.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 -16 8.9 +2.3
MAGA Point Bridge America First ETF 0.5 72 -63 6.4 -0.2
GLIF AGF Global Infrastructure ETF 0.5 45 -36 5.5 -1.2
IBLC iShares Blockchain and Tech ETF 0.4 47 -38 -1.0 -7.6
SMMD iShares Russell 2500 ETF 0.4 15 -6 6.0 -0.6
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 -14 3.8 -2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 -51 6.6 -0.1
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 3 8.3 +1.7
DHS WisdomTree U.S. High Dividend Fund 0.3 38 -29 9.0 +2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -43 5.5 -1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -49 5.4 -1.2
EZM WisdomTree U.S. MidCap Fund 0.3 38 -29 8.3 +1.6
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 -19 8.4 +1.8
DEW WisdomTree Global High Dividend Fund 0.2 58 -49 9.4 +2.7
VBR Vanguard Small Cap Value ETF 0.2 7 2 8.3 +1.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 2 5.8 -0.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.1 25 -16 6.9 +0.3
ISCB iShares Morningstar Small-Cap ETF 0.1 4 5 5.4 -1.2
VB Vanguard Small-Cap ETF 0.1 5 4 5.4 -1.2
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -43 4.1 -2.6
STXD Strive 1000 Dividend Growth ETF 0.1 35 -26 5.5 -1.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -48 3.5 -3.2
TEQI T. Rowe Price Equity Income ETF 0.0 54 -45 4.2 -2.5
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -41 5.0 -1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.0 15 -6 5.9 -0.8
DFAS Dimensional U.S. Small Cap ETF 0.0 26 -17 6.1 -0.5

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

Content on this tab for subscribers only

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:

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 15.8 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 9 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 CATEGORY
AVERAGE
1.55
 
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.