Financial Select Sector SPDR Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Financial sector. Component industries include diversified financial services, insurance, banks, capital markets, consumer finance, thrifts and mortgage finance, and mortgage REITs. The fund seeks investment results that, before expenses, generally correspond to the price and yield performance of the benchmark index. |
Category | US Equities |
Fund Sponsor | State Street Global Advisors |
Website | www.sectorspdrs.com |
Inception date | Dec 16, 1998 |
Assets (mns) | $33,529 |
Currency | USD |
Expense ratio | 10 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 67 |
Wgt avg mkt cap (mns) | $223,755 |
Large cap (>$10bn) | 98.8% |
Mid cap ($2-10bn) | 1.2% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
BERKSHIRE HATHAWAY INC-CL B | 14.4 % |
JPMORGAN CHASE & CO | 10.2 % |
BANK OF AMERICA CORP | 6.1 % |
WELLS FARGO & CO | 4.3 % |
MORGAN STANLEY | 3.3 % |
S&P GLOBAL, INC. | 3.2 % |
SCHWAB (CHARLES) CORP | 3.0 % |
GOLDMAN SACHS GROUP INC | 3.0 % |
BLACKROCK INC | 2.9 % |
CITIGROUP INC | 2.6 % | Total | 52.9 % |
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UNITED STATES | 94.0 % |
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SWITZERLAND | 2.4 % |
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IRELAND | 1.7 % |
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BERMUDA | 0.9 % |
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BRITAIN | 0.7 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-10.6% | -10.6% | 6.3% | 12.0% | 4.5% |
versus... | Beta | R-squared |
S&P500 | 1.08 | 78% |
MSCI EAFE | 1.12 | 81% |
MSCI Emg. Mkts. | 0.85 | 51% |
Recent close | $36.25 |
30d moving avg. | $34.84 |
Annualized volatility | 25.9% |
Short interest (ETF) | 13.1% |
Short interest (Underlying) | 1.4% |
Relative strength (RSI) | 57 |
Avg. volume (thou.) | 42,418 |
Turnover | 4.6% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $19,929 |
FINDING ALTERNATIVE FUNDS
Below is a list of 526 potential alternatives to the Financial Select Sector SPDR Fund ETF based on the alternatives' overlap in portfolio holdings with XLF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | XLF | Expense: | 10 bp | ALTAR Score™: | 8.0% |
Ticker | Fund Name |
Overlap1 vs XLF (%) |
Expense ratio (bp) |
Savings vs XLF (bp) |
ALTAR Score™ (%) |
ALTAR vs XLF (%) |
IYF | iShares U.S. Financials ETF | 86.4 | 39 | -29 | 7.8 | -0.2 |
VFH | Vanguard Financials Index Fund | 80.1 | 10 | 0 | 8.5 | +0.4 |
FNCL | Fidelity MSCI Financials Index ETF | 79.7 | 8 | 2 | 8.5 | +0.4 |
IYG | iShares US Financial Services ETF | 64.9 | 39 | -29 | 7.9 | -0.2 |
RYF | Invesco S&P 500 Equal Weight Financials ETF | 58.0 | 40 | -30 | 8.3 | +0.3 |
IXG | iShares Global Financials ETF | 50.4 | 40 | -30 | 9.1 | +1.1 |
DFNL | Davis Select Financial ETF | 35.9 | 62 | -52 | 8.8 | +0.8 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 34.8 | 13 | -3 | 11.6 | +3.6 |
KBWB | Invesco KBW Bank ETF | 34.1 | 35 | -25 | 10.7 | +2.7 |
FTXO | First Trust Nasdaq Bank ETF | 29.4 | 60 | -50 | 10.7 | +2.7 |
FXO | First Trust Financials AlphaDEX Fund | 28.6 | 61 | -51 | 10.7 | +2.7 |
DUSA | Davis Select U.S. Equity ETF | 24.2 | 61 | -51 | 10.2 | +2.2 |
GFGF | Guru Favorite Stocks ETF | 24.2 | 65 | -55 | 6.7 | -1.3 |
IWX | iShares Russell Top 200 Value ETF | 21.2 | 20 | -10 | 7.4 | -0.6 |
PWV | Invesco Dynamic Large Cap Value ETF | 20.8 | 58 | -48 | 8.1 | +0.1 |
VOOV | Vanguard S&P 500 Value ETF | 20.3 | 10 | 0 | 6.8 | -1.2 |
IVE | iShares S&P 500 Value ETF | 20.3 | 18 | -8 | 6.7 | -1.3 |
KIE | SPDR S&P Insurance ETF | 20.3 | 35 | -25 | 7.5 | -0.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 20.2 | 4 | 6 | 6.9 | -1.1 |
JAVA | JPMorgan Active Value ETF | 20.1 | 44 | -34 | 6.7 | -1.3 |
KCE | SPDR S&P Capital Markets ETF | 19.9 | 35 | -25 | 9.1 | +1.1 |
VTV | Vanguard Value Index Fund | 19.8 | 4 | 6 | 7.7 | -0.3 |
MGV | Vanguard Mega Cap Value ETF | 19.6 | 7 | 3 | 7.7 | -0.4 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 19.5 | 35 | -25 | 7.6 | -0.4 |
IUSV | iShares Core S&P U.S. Value ETF | 19.0 | 4 | 6 | 7.0 | -1.1 |
EQRR | ProShares Equities for Rising Rates ETF | 18.5 | 35 | -25 | 8.2 | +0.2 |
RDVY | First Trust Rising Dividend Achievers ETF | 18.5 | 50 | -40 | 9.0 | +1.0 |
PFI | Invesco DWA Financial Momentum ETF | 18.3 | 60 | -50 | 7.0 | -1.1 |
SNPV | Xtrackers S&P ESG Value ETF | 18.1 | 15 | -5 | 7.3 | -0.8 |
VONV | Vanguard Russell 1000 Value Index Fund | 18.1 | 8 | 2 | 7.4 | -0.6 |
IWD | iShares Russell 1000 Value ETF | 18.1 | 18 | -8 | 7.3 | -0.7 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 18.0 | 59 | -49 | 9.6 | +1.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 17.7 | 12 | -2 | 8.2 | +0.2 |
DFUV | Dimensional US Marketwide Value ETF | 17.5 | 23 | -13 | 8.4 | +0.4 |
SCHV | Schwab U.S. Large-Cap Value ETF | 17.5 | 4 | 6 | 7.5 | -0.6 |
FBCV | Fidelity Blue Chip Value ETF | 17.5 | 59 | -49 | 7.3 | -0.8 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 17.3 | 65 | -55 | 5.4 | -2.6 |
ILCV | iShares Morningstar Value ETF | 17.1 | 4 | 6 | 7.6 | -0.4 |
REVS | Columbia Research Enhanced Value ETF | 17.1 | 19 | -9 | 9.1 | +1.1 |
FLV | American Century Focused Large Cap Value ETF | 17.0 | 42 | -32 | 7.3 | -0.7 |
VYM | Vanguard High Dividend Yield Index ETF | 16.8 | 6 | 4 | 8.0 | 0.0 |
DIVB | iShares Core Dividend | 16.7 | 5 | 5 | 8.1 | +0.1 |
KBE | SPDR S&P Bank ETF | 16.6 | 35 | -25 | 10.7 | +2.7 |
DGRO | iShares Core Dividend Growth ETF | 16.3 | 8 | 2 | 7.7 | -0.3 |
AILV | Alpha Intelligent - Large Cap Value ETF | 16.1 | 85 | -75 | 6.6 | -1.4 |
PRF | Invesco FTSE RAFI US 1000 ETF | 16.1 | 39 | -29 | 7.6 | -0.4 |
NULV | Nuveen ESG Large-Cap Value ETF | 15.9 | 25 | -15 | 8.1 | +0.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 15.7 | 27 | -17 | 6.5 | -1.6 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 15.6 | 25 | -15 | 7.7 | -0.3 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 15.6 | 35 | -25 | 9.6 | +1.6 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 15.6 | 35 | -25 | 9.6 | +1.6 |
IAK | iShares U.S. Insurance ETF | 15.4 | 39 | -29 | 7.1 | -1.0 |
VOE | Vanguard Mid-Cap Value Index Fund | 15.3 | 7 | 3 | 8.0 | -0.0 |
RPV | Invesco S&P 500 Pure Value ETF | 15.3 | 35 | -25 | 9.7 | +1.6 |
RAFE | PIMCO RAFI ESG U.S. ETF | 15.1 | 29 | -19 | 8.8 | +0.8 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 15.1 | 25 | -15 | 7.3 | -0.7 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 15.0 | 50 | -40 | 8.3 | +0.3 |
NUDV | Nuveen ESG Dividend ETF | 14.9 | 25 | -15 | 7.7 | -0.4 |
EQUL | IQ Engender Equality ETF | 14.7 | 45 | -35 | 7.3 | -0.8 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 14.4 | 25 | -15 | 7.6 | -0.4 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 14.4 | 32 | -22 | 6.2 | -1.8 |
AVLV | Avantis U.S. Large Cap Value ETF | 14.4 | 15 | -5 | 8.7 | +0.7 |
IAI | iShares U.S. Broker-Dealers ETF | 14.2 | 39 | -29 | 9.2 | +1.2 |
EQOP | Natixis U.S. Equity Opportunities ETF | 14.2 | 85 | -75 | 6.0 | -2.0 |
EPS | WisdomTree U.S. Earnings 500 Fund | 14.2 | 8 | 2 | 7.7 | -0.3 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 14.1 | 75 | -65 | 7.0 | -1.0 |
VIG | Vanguard Dividend Appreciation Index Fund | 14.1 | 6 | 4 | 6.6 | -1.4 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 13.8 | 39 | -29 | 9.1 | +1.1 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 13.7 | 20 | -10 | 7.5 | -0.6 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 13.7 | 28 | -18 | 7.2 | -0.8 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 13.7 | 27 | -17 | 5.9 | -2.1 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 13.6 | 35 | -25 | 7.0 | -1.1 |
MKEM | Meakem Value and Inflation Screen | 13.6 | 10 | 0 | 5.7 | -2.3 |
MOTE | VanEck Morningstar ESG Moat ETF | 13.5 | 49 | -39 | 6.4 | -1.6 |
RSP | Invesco S&P 500 Equal Weight ETF | 13.4 | 20 | -10 | 6.6 | -1.4 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 13.4 | 49 | -39 | 6.7 | -1.4 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 13.3 | 10 | 0 | 6.3 | -1.7 |
QLC | FlexShares US Quality Large Cap Index Fund | 13.0 | 25 | -15 | 7.2 | -0.8 |
VEGN | US Vegan Climate ETF | 13.0 | 60 | -50 | 6.0 | -2.0 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 12.9 | 30 | -20 | 6.2 | -1.9 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 12.9 | 59 | -49 | 7.4 | -0.6 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 12.9 | 6 | 4 | 8.1 | +0.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 12.8 | 11 | -1 | 6.6 | -1.4 |
LVOL | American Century Low Volatility ETF | 12.6 | 29 | -19 | 5.7 | -2.3 |
WKLY | SoFi Weekly Dividend ETF | 12.6 | 49 | -39 | 8.4 | +0.4 |
DEF | Invesco Defensive Equity ETF | 12.6 | 55 | -45 | 6.3 | -1.8 |
FDVV | Fidelity Core Dividend ETF | 12.5 | 29 | -19 | 7.2 | -0.8 |
XVV | iShares ESG Screened S&P 500 ETF | 12.5 | 8 | 2 | 6.4 | -1.6 |
SIXA | 6 Meridian Mega Cap Equity ETF | 12.5 | 82 | -72 | 8.1 | +0.1 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 12.5 | 17 | -7 | 6.7 | -1.3 |
SCHD | Schwab U.S. Dividend Equity ETF | 12.5 | 6 | 4 | 9.1 | +1.1 |
PKW | Invesco Buyback Achievers ETF | 12.4 | 64 | -54 | 8.5 | +0.5 |
FMIL | Fidelity New Millennium ETF | 12.3 | 59 | -49 | 6.7 | -1.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 12.3 | 29 | -19 | 6.8 | -1.3 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 12.3 | 27 | -17 | 6.3 | -1.8 |
JHML | John Hancock Multifactor Large Cap ETF | 12.2 | 29 | -19 | 6.6 | -1.4 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 12.1 | 20 | -10 | 19.2 | +11.2 |
SPYD | SPDR S&P 500 High Dividend ETF | 12.0 | 7 | 3 | 10.8 | +2.8 |
DTD | WisdomTree U.S.Total Dividend Fund | 12.0 | 28 | -18 | 7.4 | -0.6 |
USVT | US Value ETF | 12.0 | 49 | -39 | 11.2 | +3.2 |
PFM | Invesco Dividend Achievers ETF | 11.9 | 53 | -43 | 6.4 | -1.6 |
IWS | iShares Russell Mid-Cap Value ETF | 11.9 | 23 | -13 | 7.0 | -1.0 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 11.9 | 25 | -15 | 6.4 | -1.6 |
DHS | WisdomTree U.S. High Dividend Fund | 11.8 | 38 | -28 | 8.3 | +0.3 |
ADME | Aptus Drawdown Managed Equity ETF | 11.8 | 79 | -69 | 5.6 | -2.4 |
RWL | Invesco S&P 500 Revenue ETF | 11.8 | 39 | -29 | 7.3 | -0.7 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 11.8 | 15 | -5 | 6.5 | -1.6 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 11.7 | 55 | -45 | 6.5 | -1.5 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 11.7 | 29 | -19 | 6.1 | -1.9 |
IVV | iShares Core S&P 500 ETF | 11.6 | 3 | 7 | 6.4 | -1.6 |
OALC | OneAscent Large Cap Core ETF | 11.6 | 76 | -66 | 6.5 | -1.6 |
SPY | SPDR S&P 500 ETF Trust | 11.6 | 9 | 1 | 6.4 | -1.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 11.6 | 3 | 7 | 6.4 | -1.6 |
VOO | VANGUARD S&P 500 ETF | 11.6 | 3 | 7 | 6.4 | -1.6 |
NULC | Nuveen ESG Large-Cap ETF | 11.5 | 20 | -10 | 6.2 | -1.9 |
SNPE | Xtrackers S&P 500 ESG ETF | 11.5 | 10 | 0 | 6.5 | -1.5 |
USXF | iShares ESG Advanced MSCI USA ETF | 11.5 | 10 | 0 | 6.2 | -1.8 |
ACVF | American Conservative Values ETF | 11.5 | 75 | -65 | 5.5 | -2.5 |
ECOZ | TrueMark ESG Active Opportunities ETF | 11.5 | 58 | -48 | 5.3 | -2.7 |
KRMA | Global X Conscious Companies ETF | 11.4 | 43 | -33 | 6.5 | -1.5 |
FVAL | Fidelity Value Factor ETF | 11.4 | 29 | -19 | 9.8 | +1.8 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 11.4 | 15 | -5 | 6.0 | -2.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 11.3 | 10 | 0 | 6.4 | -1.7 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 11.3 | 20 | -10 | 8.0 | -0.0 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 11.3 | 10 | 0 | 6.3 | -1.7 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 11.3 | 9 | 1 | 6.5 | -1.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 11.2 | 75 | -65 | 6.7 | -1.4 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 11.2 | 20 | -10 | 6.1 | -1.9 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 11.2 | 20 | -10 | 7.1 | -1.0 |
VO | Vanguard Mid-Cap Index Fund | 11.2 | 4 | 6 | 6.3 | -1.7 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 11.1 | 45 | -35 | 9.5 | +1.5 |
VOTE | Engine No. 1 Transform 500 ETF | 11.1 | 5 | 5 | 6.3 | -1.7 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 11.1 | 29 | -19 | 6.4 | -1.7 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 11.1 | 12 | -2 | 5.8 | -2.2 |
IWL | iShares Russell Top 200 ETF | 11.0 | 15 | -5 | 6.2 | -1.8 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 11.0 | 0 | 10 | 6.3 | -1.7 |
SHE | SPDR SSGA Gender Diversity Index ETF | 11.0 | 20 | -10 | 6.5 | -1.5 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 11.0 | 2 | 8 | 6.3 | -1.7 |
VV | Vanguard Large-Cap Index Fund | 11.0 | 4 | 6 | 6.3 | -1.7 |
PY | Principal Shareholder Yield Index ETF | 11.0 | 15 | -5 | 7.7 | -0.3 |
AVUS | Avantis U.S. Equity ETF | 10.9 | 15 | -5 | 7.0 | -1.0 |
QUS | SPDR MSCI USA StrategicFactors ETF | 10.9 | 15 | -5 | 6.9 | -1.1 |
MGC | Vanguard Mega Cap Index Fund | 10.8 | 7 | 3 | 6.3 | -1.8 |
ILCB | iShares Morningstar U.S. Equity ETF | 10.8 | 3 | 7 | 6.3 | -1.7 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 10.8 | 28 | -18 | 7.3 | -0.7 |
SCHX | Schwab U.S. Large-Cap ETF | 10.8 | 3 | 7 | 6.3 | -1.8 |
VLUE | iShares MSCI USA Value Factor ETF | 10.7 | 15 | -5 | 12.5 | +4.5 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 10.7 | 10 | 0 | 5.9 | -2.1 |
SPTM | SPDR Portfolio Total Stock Market ETF | 10.7 | 3 | 7 | 6.5 | -1.5 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 10.7 | 65 | -55 | 7.2 | -0.9 |
ESGU | iShares MSCI USA ESG Optimized ETF | 10.7 | 15 | -5 | 6.3 | -1.8 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 10.6 | 7 | 3 | 6.3 | -1.8 |
STRV | Strive 500 ETF | 10.6 | 5 | 5 | 6.3 | -1.8 |
ITAN | Sparkline Intangible Value ETF | 10.6 | 50 | -40 | 7.6 | -0.4 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 10.6 | 14 | -4 | 6.4 | -1.6 |
PBUS | Invesco PureBeta MSCI USA ETF | 10.6 | 4 | 6 | 6.3 | -1.7 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 10.5 | 60 | -50 | 5.8 | -2.2 |
HLGE | Hartford Longevity Economy ETF | 10.5 | 44 | -34 | 8.2 | +0.2 |
MAGA | Point Bridge GOP Stock Tracker ETF | 10.5 | 72 | -62 | 6.3 | -1.7 |
DFUS | Dimensional U.S. Equity ETF | 10.5 | 11 | -1 | 6.3 | -1.8 |
OEF | iShares S&P 100 ETF | 10.5 | 20 | -10 | 6.3 | -1.8 |
IWB | iShares Russell 1000 ETF | 10.5 | 15 | -5 | 6.1 | -1.9 |
VONE | Vanguard Russell 1000 ETF | 10.5 | 8 | 2 | 6.2 | -1.8 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 10.5 | 7 | 3 | 10.0 | +2.0 |
SCHK | Schwab 1000 Index ETF | 10.4 | 5 | 5 | 6.2 | -1.8 |
EUSA | iShares MSCI USA Equal Weighted ETF | 10.4 | 9 | 1 | 6.2 | -1.9 |
IYY | iShares Dow Jones U.S. ETF | 10.4 | 20 | -10 | 6.1 | -1.9 |
SIZE | iShares MSCI USA Size Factor ETF | 10.3 | 15 | -5 | 5.9 | -2.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 10.3 | 69 | -59 | 10.7 | +2.7 |
IUSA | Amberwave Invest USA JSG Fund | 10.3 | 67 | -57 | 6.8 | -1.2 |
RECS | Columbia Research Enhanced Core ETF | 10.2 | 15 | -5 | 7.3 | -0.7 |
JEPI | JPMorgan Equity Premium Income ETF | 10.1 | 35 | -25 | 5.9 | -2.2 |
SUSA | iShares MSCI USA ESG Select ETF | 10.0 | 25 | -15 | 6.0 | -2.0 |
YPS | Arrow Reverse Cap 500 ETF | 10.0 | 29 | -19 | 6.4 | -1.6 |
KBWP | Invesco KBW Property & Casualty Insurance ETF | 10.0 | 35 | -25 | 5.9 | -2.1 |
IMCB | iShares Morningstar Mid-Cap ETF | 10.0 | 4 | 6 | 6.4 | -1.6 |
ESGV | Vanguard ESG U.S. Stock ETF | 9.9 | 9 | 1 | 6.2 | -1.8 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 9.9 | 29 | -19 | 7.7 | -0.3 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 9.9 | 4 | 6 | 6.4 | -1.6 |
IAT | iShares U.S. Regional Banks ETF | 9.9 | 39 | -29 | 10.1 | +2.1 |
RNLC | Large Cap US Equity Select ETF | 9.9 | 60 | -50 | 7.2 | -0.9 |
FDLO | Fidelity Low Volatility Factor ETF | 9.9 | 29 | -19 | 6.1 | -1.9 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 9.9 | 11 | -1 | 6.2 | -1.8 |
BKUS | BNY Mellon Sustainable US Equity ETF | 9.9 | 60 | -50 | 5.7 | -2.3 |
SCHB | Schwab U.S. Broad Market ETF | 9.9 | 3 | 7 | 6.1 | -1.9 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 9.8 | 3 | 7 | 6.0 | -2.0 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 9.8 | 55 | -45 | 6.9 | -1.1 |
IWV | iShares Russell 3000 ETF | 9.8 | 20 | -10 | 5.9 | -2.1 |
RNDV | US Equity Dividend Select ETF | 9.8 | 50 | -40 | 9.1 | +1.1 |
EDOW | First Trust Dow 30 Equal Weight ETF | 9.8 | 50 | -40 | 7.2 | -0.9 |
VTHR | Vanguard Russell 3000 Index Fund | 9.8 | 10 | 0 | 6.0 | -2.0 |
DFAU | Dimensional US Core Equity Market ETF | 9.8 | 12 | -2 | 6.4 | -1.6 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 9.8 | 60 | -50 | 5.1 | -2.9 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 9.8 | 70 | -60 | 5.6 | -2.5 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 9.7 | 10 | 0 | 6.0 | -2.0 |
JQUA | JPMorgan U.S. Quality Factor ETF | 9.7 | 12 | -2 | 6.9 | -1.1 |
DSI | iShares MSCI KLD 400 Social ETF | 9.7 | 25 | -15 | 6.4 | -1.6 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 9.7 | 52 | -42 | 6.8 | -1.2 |
SSPY | Syntax Stratified LargeCap ETF | 9.7 | 30 | -20 | 7.1 | -1.0 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 9.7 | 45 | -35 | 5.0 | -3.0 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 9.7 | 25 | -15 | 6.0 | -2.0 |
VTI | Vanguard Total Stock Market Index Fund | 9.7 | 3 | 7 | 6.0 | -2.0 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 9.6 | 59 | -49 | 6.4 | -1.6 |
RESP | WisdomTree US ESG Fund of Benef Interest | 9.6 | 28 | -18 | 7.5 | -0.6 |
AFLG | First Trust Active Factor Large Cap ETF | 9.6 | 55 | -45 | 7.4 | -0.6 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 9.5 | 9 | 1 | 7.0 | -1.0 |
DWLD | Davis Select Worldwide ETF | 9.4 | 62 | -52 | 8.7 | +0.7 |
WTV | WisdomTree US Value Fund | 9.4 | 12 | -2 | 9.0 | +1.0 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 9.4 | 8 | 2 | 7.2 | -0.8 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 9.3 | 10 | 0 | 6.6 | -1.5 |
SPMO | Invesco S&P 500 Momentum ETF | 9.3 | 13 | -3 | 6.4 | -1.7 |
TMFC | Motley Fool 100 Index ETF | 9.2 | 50 | -40 | 5.2 | -2.8 |
FSST | Fidelity Sustainability U.S. Equity ETF | 9.2 | 59 | -49 | 6.1 | -1.9 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 9.2 | 48 | -38 | 7.4 | -0.6 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 9.2 | 40 | -30 | 7.4 | -0.6 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 9.2 | 35 | -25 | 7.8 | -0.2 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 9.2 | 19 | -9 | 6.8 | -1.2 |
FDMO | Fidelity Momentum Factor ETF | 9.1 | 29 | -19 | 6.0 | -2.0 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 9.1 | 16 | -6 | 6.7 | -1.3 |
VSLU | Applied Finance Valuation Large Cap ETF | 9.1 | 49 | -39 | 7.7 | -0.3 |
FDRR | Fidelity Dividend ETF for Rising Rates | 9.1 | 29 | -19 | 8.0 | +0.0 |
SPGP | Invesco S&P 500 GARP ETF | 9.1 | 36 | -26 | 8.9 | +0.9 |
VFVA | Vanguard U.S. Value Factor ETF | 9.1 | 13 | -3 | 11.7 | +3.7 |
DEW | WisdomTree Global High Dividend Fund | 9.0 | 58 | -48 | 9.7 | +1.6 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 9.0 | 12 | -2 | 6.5 | -1.6 |
SPLV | Invesco S&P 500 Low Volatility ETF | 8.9 | 25 | -15 | 6.1 | -2.0 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 8.9 | 60 | -50 | 5.7 | -2.3 |
IVLC | Invesco US Large Cap Core ESG ETF | 8.9 | 48 | -38 | 6.0 | -2.0 |
IWR | iShares Russell Midcap ETF | 8.9 | 18 | -8 | 6.1 | -2.0 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 8.8 | 12 | -2 | 6.5 | -1.5 |
PZLD | Puzzle Divdend Leaders | 8.8 | 10 | 0 | 6.8 | -1.2 |
GSPY | Gotham Enhanced 500 ETF | 8.7 | 50 | -40 | 7.0 | -1.0 |
IQSU | IQ Candriam ESG US Equity ETF | 8.6 | 9 | 1 | 6.0 | -2.0 |
JHMM | John Hancock Multifactor Mid Cap ETF | 8.6 | 41 | -31 | 7.3 | -0.8 |
FPAG | FPA Global Equity ETF | 8.6 | 49 | -39 | 6.4 | -1.6 |
MOAT | VanEck Morningstar Wide Moat ETF | 8.5 | 47 | -37 | 6.1 | -1.9 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 8.5 | 25 | -15 | 6.5 | -1.5 |
SFY | SoFi Select 500 ETF | 8.5 | 0 | 10 | 6.4 | -1.6 |
HEET | Hartford Schroders ESG US Equity ETF | 8.5 | 39 | -29 | 7.4 | -0.6 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 8.3 | 49 | -39 | 6.4 | -1.7 |
KRE | SPDR S&P Regional Banking ETF | 8.3 | 35 | -25 | 10.1 | +2.1 |
USMV | iShares Edge MSCI Min Vol USA ETF | 8.3 | 15 | -5 | 6.3 | -1.8 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 8.3 | 17 | -7 | 8.0 | +0.0 |
VDNI | V-Shares US Leadership Diversity ETF | 8.2 | 29 | -19 | 6.8 | -1.2 |
SDGA | Impact Shares Sustainable Development Goals Global ETF | 8.2 | 75 | -65 | 7.4 | -0.6 |
PSET | Principal Price Setters Index ETF | 8.2 | 15 | -5 | 6.8 | -1.2 |
QUAL | iShares MSCI Usa Quality Factor ETF | 8.1 | 15 | -5 | 7.4 | -0.6 |
DVY | iShares Select Dividend ETF | 8.1 | 39 | -29 | 9.0 | +1.0 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 8.1 | 38 | -28 | 7.0 | -1.0 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 8.1 | 29 | -19 | 7.8 | -0.2 |
RUFF | Alpha Dog ETF | 8.0 | 90 | -80 | 6.0 | -2.0 |
XLG | Invesco S&P 500 Top 50 ETF | 8.0 | 20 | -10 | 6.0 | -2.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 7.9 | 12 | -2 | 6.3 | -1.7 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 7.9 | 60 | -50 | 2.9 | -5.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 7.9 | 19 | -9 | 7.3 | -0.7 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 7.8 | 75 | -65 | 9.3 | +1.3 |
FDWM | Fidelity Women's Leadership ETF | 7.8 | 59 | -49 | 6.1 | -1.9 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 7.7 | 39 | -29 | 11.3 | +3.3 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 7.7 | 65 | -55 | 10.6 | +2.5 |
ICAP | InfraCap Equity Income Fund ETF | 7.7 | 80 | -70 | 9.2 | +1.2 |
TOK | iShares MSCI Kokusai ETF | 7.6 | 25 | -15 | 6.5 | -1.6 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 7.6 | 9 | 1 | 6.6 | -1.4 |
AIEQ | AI Powered Equity ETF | 7.6 | 75 | -65 | -1.8 | -9.8 |
SUBS | Fount Subscription Economy ETF | 7.5 | 70 | -60 | 5.2 | -2.8 |
ROUS | Hartford Multifactor US Equity ETF | 7.5 | 19 | -9 | 8.1 | +0.1 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 7.5 | 20 | -10 | 8.0 | -0.1 |
MTUM | iShares MSCI USA Momentum Factor ETF | 7.4 | 15 | -5 | 6.5 | -1.5 |
DURA | VanEck Morningstar Durable Dividend ETF | 7.4 | 29 | -19 | 8.6 | +0.6 |
FLDZ | RiverNorth Volition America Patriot ETF | 7.3 | 70 | -60 | 5.6 | -2.4 |
ACWF | iShares MSCI Global Multifactor ETF | 7.2 | 35 | -25 | 9.4 | +1.4 |
BPAY | BlackRock Future Financial and Technology ETF | 7.1 | 70 | -60 | 9.7 | +1.7 |
URTH | iShares MSCI World ETF | 7.1 | 24 | -14 | 6.6 | -1.5 |
TPLC | Timothy Plan US Large Cap Core ETF | 7.0 | 52 | -42 | 6.4 | -1.6 |
IUS | Invesco Strategic US ETF | 7.0 | 19 | -9 | 7.7 | -0.3 |
CGUS | Capital Group Core Equity ETF | 7.0 | 33 | -23 | 6.3 | -1.7 |
FOVL | iShares Focused Value Factor ETF | 7.0 | 25 | -15 | 11.0 | +3.0 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 7.0 | 6 | 4 | 4.7 | -3.3 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 6.9 | 65 | -55 | 9.4 | +1.4 |
SPHB | Invesco S&P 500 High Beta ETF | 6.8 | 25 | -15 | 4.2 | -3.8 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 6.8 | 12 | -2 | 6.4 | -1.6 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 6.8 | 42 | -32 | 6.6 | -1.4 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 6.8 | 68 | -58 | -0.9 | -8.9 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 6.8 | 20 | -10 | 10.1 | +2.0 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 6.8 | 18 | -8 | 8.3 | +0.3 |
SDGS | Newday Sustainable Development Equity ETF | 6.7 | 75 | -65 | 6.0 | -2.0 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 6.6 | 30 | -20 | 9.3 | +1.3 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 6.6 | 60 | -50 | 7.8 | -0.2 |
GDIV | Harbor Dividend Growth Leaders ETF | 6.6 | 50 | -40 | 7.3 | -0.7 |
JVAL | JPMorgan U.S. Value Factor ETF | 6.6 | 12 | -2 | 9.2 | +1.2 |
SYLD | Cambria Shareholder Yield ETF | 6.6 | 59 | -49 | 11.0 | +3.0 |
DIVS | SmartETFs Dividend Builder ETF | 6.6 | 65 | -55 | 5.9 | -2.2 |
EGIS | 2nd Vote Society Defended ETF | 6.6 | 75 | -65 | 7.3 | -0.7 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 6.6 | 20 | -10 | 8.4 | +0.4 |
HVAL | ALPS Hillman Active Value ETF | 6.5 | 55 | -45 | 7.7 | -0.3 |
MBOX | Freedom Day Dividend ETF | 6.5 | 39 | -29 | 8.5 | +0.4 |
CVY | Invesco Zacks Multi-Asset Income ETF | 6.5 | 100 | -90 | 10.2 | +2.2 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 6.5 | 52 | -42 | 6.2 | -1.8 |
ACSI | American Customer Satisfaction Core Alpha ETF | 6.4 | 65 | -55 | 4.7 | -3.3 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 6.4 | 37 | -27 | 8.8 | +0.8 |
FVD | First Trust Value Line Dividend Index Fund | 6.4 | 67 | -57 | 6.4 | -1.6 |
JSTC | Adasina Social Justice All Cap Global ETF | 6.3 | 89 | -79 | 6.2 | -1.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 6.3 | 9 | 1 | 6.3 | -1.7 |
ACWI | iShares MSCI ACWI ETF | 6.3 | 32 | -22 | 6.6 | -1.4 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 6.3 | 20 | -10 | 6.8 | -1.2 |
QWLD | SPDR MSCI World StrategicFactors ETF | 6.3 | 30 | -20 | 7.0 | -1.0 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 6.3 | 25 | -15 | 7.3 | -0.7 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 6.1 | 18 | -8 | 6.4 | -1.6 |
YALL | God Bless America ETF | 6.1 | 65 | -55 | 4.5 | -3.5 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 6.1 | 35 | -25 | 6.5 | -1.5 |
BFOR | Barron's 400 ETF | 6.0 | 65 | -55 | 8.9 | +0.8 |
AUSF | Global X Adaptive U.S. Factor ETF | 6.0 | 27 | -17 | 6.8 | -1.2 |
FLRG | Fidelity U.S. Multifactor ETF | 6.0 | 29 | -19 | 8.3 | +0.2 |
HOMZ | Hoya Capital Housing ETF | 6.0 | 30 | -20 | 9.9 | +1.9 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.9 | 37 | -27 | 7.7 | -0.4 |
QDF | FlexShares Quality Dividend Index Fund | 5.9 | 37 | -27 | 8.0 | -0.0 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 5.9 | 55 | -45 | 4.4 | -3.6 |
SXUS | Janus Henderson International Sustainable Equity ETF | 5.9 | 60 | -50 | 4.2 | -3.8 |
VFQY | Vanguard U.S. Quality Factor ETF | 5.9 | 13 | -3 | 8.3 | +0.3 |
QLV | FlexShares US Quality Low Volatility Index Fund | 5.8 | 22 | -12 | 6.2 | -1.9 |
VFMF | Vanguard U.S. Multifactor ETF | 5.8 | 18 | -8 | 9.4 | +1.4 |
DGT | SPDR Global Dow ETF | 5.7 | 50 | -40 | 7.4 | -0.6 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 5.7 | 60 | -50 | 9.3 | +1.3 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 5.6 | 29 | -19 | 5.7 | -2.3 |
VT | Vanguard Total World Stock ETF | 5.6 | 7 | 3 | 6.7 | -1.4 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 5.6 | 75 | -65 | 7.8 | -0.2 |
KOCG | FIS Knights of Columbus Global Belief ETF | 5.6 | 75 | -65 | 7.8 | -0.2 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 5.6 | 27 | -17 | 8.0 | -0.0 |
STLV | iShares Factors US Value Style ETF | 5.6 | 25 | -15 | 9.7 | +1.7 |
KNGS | UPHOLDINGS Compound Kings ETF | 5.5 | 60 | -50 | 5.0 | -3.1 |
BUZZ | VanEck Social Sentiment ETF | 5.5 | 75 | -65 | 1.6 | -6.4 |
FQAL | Fidelity Quality Factor ETF | 5.5 | 29 | -19 | 7.5 | -0.6 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 5.5 | 30 | -20 | 8.9 | +0.9 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 5.4 | 24 | -14 | 8.4 | +0.4 |
VNSE | Natixis Vaughan Nelson Select ETF | 5.4 | 80 | -70 | 4.0 | -4.1 |
IOO | iShares Global 100 ETF | 5.4 | 40 | -30 | 6.8 | -1.2 |
STCE | Schwab Crypto Thematic ETF | 5.3 | 30 | -20 | 0.4 | -7.6 |
SDEI | Sound Equity Income ETF | 5.3 | 45 | -35 | 9.9 | +1.8 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 5.3 | 15 | -5 | 7.8 | -0.2 |
BTHM | BlackRock Future U.S. Themes ETF | 5.2 | 60 | -50 | 6.5 | -1.6 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 5.1 | 85 | -75 | 4.8 | -3.2 |
ETHO | Etho Climate Leadership U.S. ETF | 5.1 | 47 | -37 | 4.6 | -3.5 |
LEAD | Siren DIVCON Leaders Dividend ETF | 5.1 | 43 | -33 | 8.0 | -0.0 |
SDOG | ALPS Sector Dividend Dogs ETF | 5.1 | 40 | -30 | 9.6 | +1.6 |
HKND | Humankind US Stock ETF | 5.0 | 11 | -1 | 7.8 | -0.2 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 5.0 | 45 | -35 | 6.1 | -1.9 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 4.9 | 85 | -75 | 6.9 | -1.1 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 4.9 | 59 | -49 | 4.2 | -3.8 |
QDIV | Global X S&P 500 Quality Dividend ETF | 4.9 | 20 | -10 | 9.0 | +1.0 |
DSTL | Distillate US Fundamental Stability & Value ETF | 4.9 | 39 | -29 | 7.8 | -0.3 |
AQGX | AI Quality Growth ETF | 4.8 | 97 | -87 | 5.4 | -2.6 |
DFND | Siren DIVCON Dividend Defender ETF | 4.8 | 150 | -140 | 7.0 | -1.0 |
VSDA | VictoryShares Dividend Accelerator ETF | 4.6 | 35 | -25 | 6.8 | -1.2 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 4.6 | 59 | -49 | 7.3 | -0.7 |
VUSE | Vident Core US Equity Fund | 4.6 | 50 | -40 | 10.4 | +2.4 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 4.5 | 108 | -98 | 4.2 | -3.8 |
XDAT | Franklin Exponential Data ETF | 4.5 | 50 | -40 | 4.0 | -4.0 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 4.5 | 15 | -5 | 6.8 | -1.2 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 4.4 | 81 | -71 | 3.6 | -4.5 |
WBIY | WBI Power Factor High Dividend ETF | 4.3 | 70 | -60 | 11.8 | +3.8 |
CWS | AdvisorShares Focused Equity ETF | 4.3 | 66 | -56 | 5.5 | -2.6 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 4.3 | 20 | -10 | 6.4 | -1.6 |
PDP | Invesco DWA Momentum ETF | 4.3 | 62 | -52 | 5.1 | -2.9 |
DUHP | Dimensional US High Profitability ETF | 4.2 | 22 | -12 | 8.3 | +0.2 |
SPDV | AAM S&P 500 High Dividend Value ETF | 4.2 | 29 | -19 | 11.3 | +3.3 |
PWC | Invesco Dynamic Market ETF | 4.2 | 60 | -50 | 7.4 | -0.6 |
ILCG | iShares Morningstar Growth ETF | 4.2 | 4 | 6 | 5.1 | -2.9 |
CGGR | Capital Group Growth ETF | 4.1 | 39 | -29 | 4.6 | -3.4 |
VAMO | Cambria Value & Momentum ETF | 4.1 | 64 | -54 | 9.7 | +1.7 |
FDG | American Century Focused Dynamic Growth ETF | 4.1 | 45 | -35 | 3.2 | -4.8 |
WGRO | WisdomTree U.S. Growth & Momentum Fund | 4.1 | 55 | -45 | 7.5 | -0.5 |
CZA | Invesco Zacks Mid-Cap ETF | 4.1 | 69 | -59 | 6.5 | -1.6 |
USMF | WisdomTree U.S. Multifactor Fund | 4.1 | 28 | -18 | 8.3 | +0.3 |
BCDF | Horizon Kinetics Blockchain Development ETF | 4.1 | 85 | -75 | 1.1 | -6.9 |
PWB | Invesco Dynamic Large Cap Growth ETF | 4.1 | 56 | -46 | 4.3 | -3.7 |
TMDV | ProShares Russell US Dividend Growers ETF | 4.0 | 36 | -26 | 6.2 | -1.8 |
SDY | SPDR S&P Dividend ETF | 4.0 | 35 | -25 | 6.9 | -1.1 |
WLDR | Affinity World Leaders Equity ETF | 4.0 | 67 | -57 | 9.2 | +1.2 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 4.0 | 30 | -20 | 8.2 | +0.2 |
BOSS | Global X Founder-Run Companies ETF | 4.0 | 45 | -35 | 2.7 | -5.3 |
SRHQ | SRH U.S. Quality ETF | 3.9 | 35 | -25 | 8.2 | +0.2 |
GURU | Global X Guru Index ETF | 3.9 | 75 | -65 | 3.8 | -4.3 |
LYFE | 2nd Vote Life Neutral Plus ETF | 3.9 | 75 | -65 | 8.0 | +0.0 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 3.8 | 80 | -70 | 9.2 | +1.2 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 3.8 | 15 | -5 | 8.1 | +0.1 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 3.7 | 15 | -5 | 6.1 | -1.9 |
IVW | iShares S&P 500 Growth ETF | 3.6 | 18 | -8 | 6.3 | -1.7 |
VOOG | Vanguard S&P 500 Growth ETF | 3.6 | 10 | 0 | 6.4 | -1.7 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 3.6 | 4 | 6 | 6.4 | -1.6 |
NTZG | Nuveen Global Net Zero Transition ETF | 3.6 | 55 | -45 | 5.6 | -2.4 |
NULG | Nuveen ESG Large-Cap Growth ETF | 3.6 | 25 | -15 | 5.1 | -2.9 |
GVLU | Gotham 1000 Value ETF | 3.5 | 50 | -40 | 10.1 | +2.1 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.5 | 4 | 6 | 6.1 | -2.0 |
IETC | iShares Evolved U.S. Technology ETF | 3.5 | 18 | -8 | 5.8 | -2.2 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 3.5 | 75 | -65 | 10.7 | +2.7 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 3.5 | 15 | -5 | 13.8 | +5.8 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 3.4 | 35 | -25 | 7.4 | -0.6 |
IUSG | iShares Core S&P US Growth ETF | 3.4 | 4 | 6 | 6.4 | -1.6 |
KOIN | Innovation Shares NextGen Protocol ETF | 3.4 | 75 | -65 | 8.9 | +0.9 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 3.4 | 20 | -10 | 7.0 | -1.0 |
BIDS | Amplify Digital & Online Trading ETF | 3.4 | 59 | -49 | 7.7 | -0.3 |
FCPI | Fidelity Stocks for Inflation ETF | 3.3 | 29 | -19 | 9.3 | +1.2 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 3.3 | 59 | -49 | 5.1 | -2.9 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 3.3 | 60 | -50 | 10.9 | +2.9 |
VFMO | Vanguard U.S. Momentum Factor ETF | 3.2 | 13 | -3 | 3.0 | -5.0 |
AHOY | Newday Ocean Health ETF | 3.2 | 75 | -65 | 5.9 | -2.1 |
SFYF | SoFi 50 ETF | 3.2 | 29 | -19 | -3.7 | -11.7 |
SMOT | VanEck Morningstar SMID Moat ETF | 3.2 | 49 | -39 | 7.8 | -0.2 |
IWP | iShares Russell Mid-Cap Growth ETF | 3.2 | 23 | -13 | 4.7 | -3.3 |
SDEP | SFP Core Equity Strategy | 3.2 | 0 | 10 | 7.3 | -0.7 |
PZLG | Puzzle Mature Growth | 3.2 | 10 | 0 | 5.8 | -2.3 |
TIME | Clockwise Capital Innovation ETF | 3.2 | 95 | -85 | 3.7 | -4.4 |
RPG | Invesco S&P 500 Pure Growth ETF | 3.1 | 35 | -25 | 7.7 | -0.3 |
VALQ | American Century STOXX U.S. Quality Value ETF | 3.1 | 29 | -19 | 10.3 | +2.2 |
DTEC | ALPS Disruptive Technologies ETF | 3.1 | 50 | -40 | 4.1 | -3.9 |
IPAY | ETFMG Prime Mobile Payments ETF | 3.1 | 75 | -65 | 8.6 | +0.6 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 3.0 | 50 | -40 | 2.7 | -5.4 |
IYJ | iShares U.S. Industrials ETF | 3.0 | 39 | -29 | 6.0 | -2.0 |
CVAR | Cultivar ETF | 3.0 | 87 | -77 | 8.1 | +0.1 |
BLES | Inspire Global Hope Large Cap ETF | 3.0 | 49 | -39 | 6.4 | -1.6 |
SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 2.9 | 15 | -5 | 8.8 | +0.8 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 2.9 | 52 | -42 | 6.8 | -1.2 |
TPHD | Timothy Plan High Dividend Stock ETF | 2.9 | 52 | -42 | 6.8 | -1.2 |
VOT | Vanguard Mid-Cap Growth Index Fund | 2.8 | 7 | 3 | 4.6 | -3.4 |
PLAT | WisdomTree Modern Tech Platforms Fund | 2.8 | 20 | -10 | -0.1 | -8.1 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 2.7 | 60 | -50 | -25.2 | -33.2 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.7 | 52 | -42 | 7.9 | -0.1 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 2.6 | 29 | -19 | 6.2 | -1.9 |
CACG | ClearBridge All Cap Growth ETF | 2.6 | 53 | -43 | 4.7 | -3.4 |
UVDV | UVA Dividend Value ETF | 2.5 | 80 | -70 | 7.6 | -0.4 |
CGDV | Capital Group Dividend Value ETF | 2.5 | 33 | -23 | 6.6 | -1.4 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 2.5 | 64 | -54 | 7.5 | -0.5 |
FTCS | First Trust Capital Strength ETF | 2.5 | 55 | -45 | 6.7 | -1.3 |
VONG | Vanguard Russell 1000 Growth Index Fund | 2.4 | 8 | 2 | 5.9 | -2.2 |
IWF | iShares Russell 1000 Growth ETF | 2.4 | 18 | -8 | 5.8 | -2.3 |
TMFG | Motley Fool Global Opportunities ETF | 2.4 | 85 | -75 | 4.3 | -3.7 |
IVSG | Invesco Select Growth ETF | 2.4 | 48 | -38 | 4.2 | -3.8 |
AILG | Alpha Intelligent - Large Cap Growth ETF | 2.4 | 85 | -75 | 4.5 | -3.5 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 2.4 | 60 | -50 | 5.5 | -2.5 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2.3 | 40 | -30 | 4.8 | -3.2 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.3 | 65 | -55 | 0.7 | -7.3 |
FSMD | Fidelity Small-Mid Factor ETF | 2.3 | 29 | -19 | 8.3 | +0.3 |
KONG | Formidable Fortress ETF | 2.3 | 89 | -79 | 6.1 | -2.0 |
SMMD | iShares Russell 2500 ETF | 2.2 | 15 | -5 | 5.8 | -2.2 |
IWY | iShares Russell Top 200 Growth ETF | 2.2 | 20 | -10 | 6.0 | -2.0 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 2.2 | 53 | -43 | 8.7 | +0.7 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 2.2 | 61 | -51 | 7.8 | -0.2 |
BOUT | Innovator IBD Breakout Opportunities ETF | 2.2 | 80 | -70 | 5.4 | -2.6 |
TMFX | Motley Fool Next Index ETF | 2.1 | 50 | -40 | 3.7 | -4.3 |
UPWD | JPMorgan Social Advancement ETF | 2.0 | 49 | -39 | 6.5 | -1.5 |
BIBL | Inspire ETF | 2.0 | 35 | -25 | 5.4 | -2.6 |
DON | WisdomTree U.S. MidCap Dividend Fund | 2.0 | 38 | -28 | 8.5 | +0.5 |
SPHQ | Invesco S&P 500 Quality ETF | 2.0 | 15 | -5 | 6.1 | -2.0 |
VUG | Vanguard Growth Index Fund | 2.0 | 4 | 6 | 5.4 | -2.6 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 2.0 | 52 | -42 | 6.2 | -1.9 |
IVDG | Invesco Focused Discovery Growth ETF | 1.8 | 59 | -49 | 4.5 | -3.5 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.8 | 63 | -53 | 3.6 | -4.4 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 1.8 | 21 | -11 | 4.5 | -3.5 |
HAPY | Harbor Corporate Culture Leaders ETF | 1.8 | 36 | -26 | 2.8 | -5.3 |
SAGP | Strategas Global Policy Opportunities ETF | 1.7 | 65 | -55 | 7.4 | -0.6 |
MGK | Vanguard Mega Cap Growth ETF | 1.7 | 7 | 3 | 5.6 | -2.4 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.7 | 60 | -50 | 8.3 | +0.3 |
BLOK | Amplify Transformational Data Sharing ETF | 1.6 | 71 | -61 | 1.7 | -6.3 |
VBR | Vanguard Small Cap Value Index Fund | 1.6 | 7 | 3 | 8.2 | +0.2 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 1.6 | 82 | -72 | 6.3 | -1.7 |
RNMC | Mid Cap US Equity Select ETF | 1.6 | 60 | -50 | 8.6 | +0.6 |
BITQ | Bitwise Crypto Industry Innovators ETF | 1.6 | 85 | -75 | -3.4 | -11.4 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.5 | 65 | -55 | 3.9 | -4.1 |
UBCB | UBC Algorithmic Fundamentals ETF | 1.4 | 75 | -65 | 5.6 | -2.4 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 1.4 | 15 | -5 | 6.8 | -1.2 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 1.4 | 13 | -3 | 6.8 | -1.2 |
DFNV | TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 1.4 | 69 | -59 | 7.4 | -0.6 |
DFAT | Dimensional U.S. Targeted Value ETF | 1.3 | 29 | -19 | 8.5 | +0.4 |
SXQG | 6 Meridian Quality Growth ETF | 1.3 | 100 | -90 | 5.6 | -2.4 |
VB | Vanguard Small-Cap ETF | 1.2 | 5 | 5 | 5.6 | -2.5 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 1.2 | 35 | -25 | 7.9 | -0.1 |
INNO | Harbor Disruptive Innovation ETF | 1.2 | 75 | -65 | -3.6 | -11.6 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 1.1 | 30 | -20 | 2.2 | -5.8 |
ARKF | ARK Fintech Innovation ETF | 1.1 | 75 | -65 | -1.3 | -9.3 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 1.0 | 78 | -68 | 9.5 | +1.5 |
HDV | iShares Core High Dividend ETF | 1.0 | 8 | 2 | 8.7 | +0.6 |
PEXL | Pacer US Export Leaders ETF | 1.0 | 60 | -50 | 6.6 | -1.5 |
SFYX | Sofi Next 500 ETF | 1.0 | 0 | 10 | 6.0 | -2.0 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 1.0 | 59 | -49 | 8.1 | +0.0 |
MBCC | Monarch Blue Chips Core ETF | 0.9 | 125 | -115 | 4.0 | -4.0 |
FBCG | Fidelity Blue Chip Growth ETF | 0.8 | 59 | -49 | 3.0 | -5.1 |
TMFM | Motley Fool Mid-Cap Growth ETF | 0.8 | 85 | -75 | 4.5 | -3.5 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 0.8 | 38 | -28 | 10.0 | +2.0 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.8 | 31 | -21 | 8.5 | +0.5 |
GENY | Principal Millennials Index ETF | 0.7 | 45 | -35 | 4.4 | -3.7 |
XT | iShares Exponential Technologies ETF | 0.7 | 46 | -36 | 4.1 | -3.9 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.7 | 70 | -60 | 11.8 | +3.8 |
PID | Invesco International Dividend Achievers ETF | 0.7 | 56 | -46 | 8.3 | +0.3 |
ZIG | The Acquirers Fund | 0.7 | 89 | -79 | 16.6 | +8.6 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 0.7 | 57 | -47 | 12.7 | +4.6 |
CRPT | First Trust SkyBridge Crypto Industry and Digital Economy ET | 0.7 | 85 | -75 | 1.2 | -6.9 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.6 | 48 | -38 | 6.3 | -1.8 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.6 | 70 | -60 | 5.8 | -2.2 |
FPXI | First Trust International Equity Opportunities ETF | 0.6 | 70 | -60 | 0.9 | -7.1 |
CGGO | Capital Group Global Growth Equity ETF | 0.6 | 47 | -37 | 4.3 | -3.7 |
VIDI | Vident International Equity Fund | 0.6 | 61 | -51 | 12.1 | +4.1 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.6 | 65 | -55 | 9.0 | +0.9 |
LOUP | Innovator Loup Frontier Tech ETF | 0.5 | 70 | -60 | 6.9 | -1.1 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.4 | 17 | -7 | 5.3 | -2.7 |
SQEW | LeaderShares Equity Skew ETF | 0.4 | 75 | -65 | 5.4 | -2.6 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 0.4 | 91 | -81 | 11.2 | +3.2 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 0.4 | 6 | 4 | 5.4 | -2.6 |
IUSS | Invesco Strategic US Small Company ETF | 0.4 | 23 | -13 | 6.5 | -1.6 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 0.3 | 50 | -40 | 6.5 | -1.6 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 0.3 | 25 | -15 | 6.4 | -1.6 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.3 | 30 | -20 | 8.9 | +0.9 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.3 | 95 | -85 | 2.5 | -5.5 |
BFTR | Future Innovators ETF | 0.3 | 80 | -70 | 1.9 | -6.1 |
ACTV | LeaderShares Activist Leaders ETF | 0.2 | 75 | -65 | 9.9 | +1.9 |
OUSM | ALPS O'Shares Russell Small Cap Quality Dividend ETF | 0.2 | 48 | -38 | 7.6 | -0.4 |
GFOF | Grayscale Future of Finance ETF | 0.2 | 70 | -60 | -2.3 | -10.3 |
NUSC | Nuveen ESG Small-Cap ETF | 0.2 | 30 | -20 | 5.7 | -2.4 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.2 | 7 | 3 | 5.7 | -2.3 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.2 | 70 | -60 | 2.5 | -5.6 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.1 | 39 | -29 | 4.8 | -3.3 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 0.1 | 124 | -114 | 11.4 | +3.3 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 0.1 | 25 | -15 | 9.6 | +1.6 |
TECB | iShares US Tech Breakthrough Multisector ETF | 0.1 | 40 | -30 | 5.9 | -2.1 |
KOMP | SPDR Kensho New Economies Composite ETF | 0.1 | 20 | -10 | 0.7 | -7.3 |
DFSV | Dimensional US Small Cap Value ETF | 0.0 | 31 | -21 | 8.3 | +0.3 |
DFAS | Dimensional U.S. Small Cap ETF | 0.0 | 28 | -18 | 6.5 | -1.5 |
ARB | AltShares Merger Arbitrage ETF | -1.2 | 67 | -57 | 7.8 | -0.3 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2021 | 2022E | 2023E | |
---|---|---|---|
Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Financial 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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