Financial Select Sector SPDR
ALTAR
Score™		 5.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.4x P/Sales
ratio		 3.4x
P/BV
ratio		 2.1x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium 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.

FUND BASICS
Category US Equities
Fund Sponsor State Street Global Advisors
Website www.sectorspdrs.com
Inception date Dec 16, 1998
Assets (mns) $48,748
Currency USD
Expense ratio 8 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 76
Wgt avg mkt cap (mns) $403,311
Large cap (>$10bn) 99.7%
Mid cap ($2-10bn) 0.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 11.8 %
JPMORGAN CHASE & CO 11.0 %
VISA INC. CLASS A 7.5 %
MASTERCARD INCORPORATED CLASS A 5.5 %
BANK OF AMERICA CORP 4.7 %
GOLDMAN SACHS GROUP INC 4.2 %
MORGAN STANLEY 3.4 %
WELLS FARGO & CO 3.3 %
CITIGROUP INC 3.0 %
AMERICAN EXPRESS CO 2.3 %
Total 56.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.4 %
SWITZERLAND 1.5 %
IRELAND 0.9 %
BERMUDA 0.6 %
BRITAIN 0.3 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.3% 8.6% 9.4% 12.7% 5.8%

Market Correlations
versus... Beta R-squared
S&P500 0.83 50%
MSCI EAFE 0.53 27%
MSCI Emg. Mkts. 0.31 15%

Technical Indicators
Recent close $50.87
30d moving avg. $51.69
Annualized volatility 16.6%
Short interest (ETF) 5.5%
Short interest (Underlying) 1.4%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 34,682
Turnover 3.6%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 potential alternatives to the Financial Select Sector SPDR 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: 8 bp ALTAR Score™: 5.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLF
Ticker Fund
Name		 Overlap1
vs XLF
(%)		 Expense
ratio
(bp)		 Savings
vs XLF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLF
(%)
IYG iShares US Financial Services ETF 84.4 40 -32 5.5 -0.5
VFH Vanguard Financials ETF 82.7 9 -1 6.4 +0.5
IYF iShares U.S. Financials ETF 78.7 40 -32 5.9 -0.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 53.0 40 -32 6.7 +0.7
IXG iShares Global Financials ETF 50.8 42 -34 6.3 +0.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 38.5 49 -41 4.9 -1.1
KBWB Invesco KBW Bank ETF 36.3 35 -27 6.8 +0.9
DFNL Davis Select Financial ETF 29.1 63 -55 7.8 +1.9
PWV Invesco Large Cap Value ETF 28.8 55 -47 6.3 +0.3
SPVU Invesco S&P 500 Enhanced Value ETF 28.7 13 -5 8.5 +2.6
USCF Themes US Cash Flow Champions ETF 28.4 29 -21 7.8 +1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 28.0 60 -52 4.9 -1.1
LGCF Themes US Cash Flow Champions ETF 27.8 30 -22 7.3 +1.4
EQIN Columbia US Equity Income ETF 27.3 35 -27 6.2 +0.2
FTXO First Trust Nasdaq Bank ETF 24.3 60 -52 7.9 +1.9
STXD Strive 1000 Dividend Growth ETF 22.7 35 -27 4.3 -1.6
GSIB Themes Global Systemically Important Banks ETF 22.0 35 -27 8.4 +2.4
FXO First Trust Financials AlphaDEX Fund 21.9 62 -54 8.6 +2.6
KCE State Street SPDR S&P Capital Markets ETF 21.7 35 -27 6.1 +0.2
MGV Vanguard Mega Cap Value ETF 21.6 7 1 5.4 -0.6
PRXV Praxis Impact Large Cap Value ETF 21.2 36 -28 5.5 -0.4
RDVY First Trust Rising Dividend Achievers ETF 21.1 50 -42 5.1 -0.9
SPVM Invesco S&P 500 Value with Momentum ETF 21.1 39 -31 6.4 +0.4
VTV Vanguard Value ETF 20.7 4 4 5.8 -0.2
IWX iShares Russell Top 200 Value ETF 20.5 20 -12 4.9 -1.0
DFLV Dimensional US Large Cap Value ETF 20.2 22 -14 6.0 +0.0
SPMO Invesco S&P 500 Momentum ETF 19.8 13 -5 2.8 -3.2
USMC Principal U.S. Mega-Cap ETF 19.5 12 -4 3.5 -2.5
STXV Strive 1000 Value ETF 19.1 18 -10 6.8 +0.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 19.0 40 -32 4.0 -1.9
JAVA JPMorgan Active Value ETF 18.9 44 -36 5.5 -0.5
DGRO iShares Core Dividend Growth ETF 18.9 8 0 5.5 -0.4
PFM Invesco Dividend Achievers ETF 18.9 53 -45 4.6 -1.3
VDIG Vanguard Wellington Dividend Growth Active ETF 18.7 40 -32 4.4 -1.5
VIG Vanguard Dividend Appreciation ETF 18.6 5 3 4.9 -1.1
MODL VictoryShares WestEnd U.S. Sector ETF 18.4 42 -34 4.0 -2.0
SPXT ProShares S&P 500 Ex-Technology ETF 18.4 9 -1 4.9 -1.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.4 75 -67 6.6 +0.6
MAVF Matrix Advisors Value ETF 18.4 75 -67 4.8 -1.2
IYJ iShares U.S. Industrials ETF 18.3 40 -32 4.1 -1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 18.3 32 -24 3.8 -2.2
NUDV Nuveen ESG Dividend ETF 18.3 26 -18 6.1 +0.1
EVUS iShares ESG Aware MSCI USA Value ETF 18.1 18 -10 5.5 -0.4
FELV Fidelity Enhanced Large Cap Value ETF 18.1 18 -10 5.5 -0.5
DLN WisdomTree U.S. LargeCap Dividend Fund 18.0 28 -20 5.4 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 18.0 4 4 5.5 -0.5
AOTS AOT Software Platform ETF 17.9 49 -41 4.5 -1.4
SPMV Invesco S&P 500 Minimum Variance ETF 17.7 10 -2 5.2 -0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 17.6 12 -4 5.3 -0.6
REVS Columbia Research Enhanced Value ETF 17.6 19 -11 6.6 +0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 17.5 60 -52 5.8 -0.2
NULV Nuveen ESG Large-Cap Value ETF 17.4 26 -18 5.1 -0.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 17.3 65 -57 3.5 -2.4
DFUV Dimensional US Marketwide Value ETF 17.3 22 -14 6.0 +0.0
IWD iShares Russell 1000 Value ETF 17.0 19 -11 5.3 -0.7
VYM Vanguard High Dividend Yield Index ETF 17.0 6 2 6.0 +0.0
FBCV Fidelity Blue Chip Value ETF 16.6 59 -51 5.8 -0.2
VONV Vanguard Russell 1000 Value ETF 16.6 7 1 5.4 -0.6
EQWL Invesco S&P 100 Equal Weight ETF 16.6 25 -17 5.3 -0.6
ILCV iShares Morningstar Value ETF 16.5 4 4 5.3 -0.6
FDFF Fidelity Disruptive Finance ETF 16.4 50 -42 5.6 -0.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 16.3 49 -41 4.9 -1.0
PRF Invesco FTSE RAFI US 1000 ETF 16.3 34 -26 5.5 -0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 16.2 35 -27 4.2 -1.8
DTD WisdomTree U.S. Total Dividend Fund 16.2 28 -20 5.6 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 16.1 15 -7 5.5 -0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 16.0 48 -40 5.6 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 16.0 50 -42 6.2 +0.3
FTA First Trust Large Cap Value AlphaDEX Fund 15.9 59 -51 7.7 +1.8
ULVM VictoryShares US Value Momentum ETF 15.8 20 -12 6.1 +0.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 15.7 12 -4 6.1 +0.2
CFA VictoryShares US 500 Volatility Wtd ETF 15.7 35 -27 5.3 -0.6
RWL Invesco S&P 500 Revenue ETF 15.5 39 -31 5.7 -0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 15.4 40 -32 5.3 -0.7
DIVB iShares Core Dividend ETF 15.4 5 3 6.8 +0.9
EPS WisdomTree U.S. LargeCap Fund 15.4 8 0 4.6 -1.3
IMCV iShares Morningstar Mid-Cap Value ETF 15.3 6 2 7.0 +1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 15.2 29 -21 3.9 -2.1
SGLC SGI U.S. Large Cap Core ETF 15.1 85 -77 3.5 -2.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 15.0 4 4 5.6 -0.3
IVE iShares S&P 500 Value ETF 15.0 18 -10 5.5 -0.4
XOEF iShares S&P 500 ex S&P 100 ETF 15.0 20 -12 4.6 -1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 14.9 11 -3 4.2 -1.8
DIA SPDR Dow Jones Industrial Average ETF 14.9 16 -8 4.7 -1.2
VOOV Vanguard S&P 500 Value ETF 14.7 7 1 5.6 -0.3
ASLV Allspring Special Large Value ETF 14.6 35 -27 5.2 -0.8
BPAY BlackRock Future Financial and Technology ETF 14.6 70 -62 5.7 -0.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.5 15 -7 4.1 -1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 14.5 30 -22 3.7 -2.3
SEMG Suncoast Select Growth ETF 14.3 60 -52 3.7 -2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 14.2 75 -67 4.8 -1.2
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 14.2 85 -77 0.0 -5.9
IUSV iShares Core S&P US Value ETF 14.2 4 4 5.8 -0.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 14.0 12 -4 3.6 -2.4
SWP SWP Growth & Income ETF 14.0 99 -91 4.1 -1.8
RSP Invesco S&P 500 Equal Weight ETF 14.0 20 -12 5.8 -0.1
AKRE Akre Focus ETF 13.9 106 -98 4.4 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.9 20 -12 5.5 -0.5
AVSU Avantis Responsible U.S. Equity ETF 13.8 15 -7 4.8 -1.2
USXF iShares ESG Advanced MSCI USA ETF 13.8 10 -2 3.6 -2.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 13.7 15 -7 5.0 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 13.7 50 -42 4.7 -1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 13.7 19 -11 4.7 -1.3
TOPC iShares S&P 500 3% Capped ETF 13.6 15 -7 4.2 -1.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 13.6 7 1 4.3 -1.7
QLC FlexShares US Quality Large Cap Index Fund 13.6 25 -17 4.4 -1.5
PY Principal Value ETF 13.5 15 -7 7.0 +1.1
DSPY Tema S&P 500 Historical Weight ETF 13.5 18 -10 4.3 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 13.4 29 -21 6.0 +0.1
DVND Touchstone Dividend Select ETF 13.4 67 -59 5.2 -0.8
VOE Vanguard Mid-Cap Value ETF 13.4 7 1 6.8 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 13.4 59 -51 4.8 -1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.3 9 -1 5.1 -0.8
BDIV AAM Brentview Dividend Growth ETF 13.3 49 -41 3.7 -2.3
VEGN US Vegan Climate ETF 13.2 60 -52 3.1 -2.9
GPT Intelligent Alpha Atlas ETF 13.2 69 -61 6.0 +0.0
NULC Nuveen ESG Large-Cap ETF 13.2 21 -13 3.8 -2.1
SPHQ Invesco S&P 500 Quality ETF 13.2 15 -7 4.4 -1.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 13.1 8 0 4.3 -1.7
FLV American Century Focused Large Cap Value ETF 13.0 42 -34 6.1 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 13.0 9 -1 3.8 -2.2
KIE State Street SPDR S&P Insurance ETF 12.8 35 -27 7.3 +1.3
JHML John Hancock Multifactor Large Cap ETF 12.8 29 -21 4.4 -1.6
LRGC AB US Large Cap Strategic Equities ETF 12.7 48 -40 3.8 -2.2
PBUS Invesco MSCI USA ETF 12.7 4 4 4.1 -1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 12.6 15 -7 3.8 -2.2
XVV iShares ESG Screened S&P 500 ETF 12.6 8 0 4.0 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 12.6 9 -1 5.4 -0.5
UDI USCF Dividend Income Fund 12.5 65 -57 6.7 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 12.4 25 -17 6.1 +0.2
QUVU Hartford Quality Value ETF 12.4 46 -38 5.6 -0.3
DVGR DAC 3D Dividend Growth ETF 12.4 65 -57 4.6 -1.3
OALC OneAscent Large Cap Core ETF 12.4 86 -78 3.2 -2.7
FELC Fidelity Enhanced Large Cap Core ETF 12.4 18 -10 4.2 -1.7
SPXE ProShares S&P 500 Ex-Energy ETF 12.3 9 -1 3.9 -2.0
FDLO Fidelity Low Volatility Factor ETF 12.3 15 -7 4.8 -1.2
AVIE Avantis  Inflation Focused Equity ETF 12.3 25 -17 6.1 +0.1
OEI Optimized Equity Income ETF 12.3 75 -67 3.5 -2.4
PWB Invesco Large Cap Growth ETF 12.2 56 -48 1.8 -4.1
ZECP Zacks Earnings Consistent Portfolio ETF 12.1 55 -47 4.1 -1.9
VO Vanguard Mid-Cap ETF 12.1 4 4 20.7 +14.8
SNPE Xtrackers S&P 500 ESG ETF 12.1 10 -2 4.3 -1.7
TMFC Motley Fool 100 Index ETF 12.1 50 -42 2.9 -3.1
AVLV Avantis U.S. Large Cap Value ETF 12.0 15 -7 5.7 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 12.0 42 -34 3.9 -2.0
LEAD Siren DIVCON Leaders Dividend ETF 11.9 43 -35 3.4 -2.5
DFSU Dimensional US Sustainability Core 1 ETF 11.9 18 -10 4.6 -1.4
RVRB Reverb ETF 11.9 30 -22 4.0 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.9 20 -12 4.1 -1.9
KLMN Invesco MSCI North America Climate ETF 11.9 9 -1 4.2 -1.8
GSPY Gotham Enhanced 500 ETF 11.8 50 -42 4.3 -1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.8 9 -1 4.2 -1.7
SIZE iShares MSCI USA Size Factor ETF 11.8 15 -7 5.4 -0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.8 65 -57 7.0 +1.1
DFVX Dimensional US Large Cap Vector ETF 11.7 22 -14 5.2 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 11.7 15 -7 5.3 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 11.7 9 -1 4.1 -1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.7 7 1 4.0 -2.0
JGLO JPMorgan Global Select Equity ETF 11.6 33 -25 4.2 -1.7
IMCB iShares Morningstar Mid-Cap ETF 11.6 4 4 5.1 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.6 2 6 4.1 -1.9
CSTK Invesco Comstock Contrarian Equity ETF 11.6 35 -27 5.8 -0.2
KBE State Street SPDR S&P Bank ETF 11.6 35 -27 9.0 +3.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 11.6 20 -12 3.9 -2.1
WTV WisdomTree US Value ETF 11.6 12 -4 7.7 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 11.6 45 -37 2.3 -3.7
LOWV AB US Low Volatility Equity ETF 11.6 48 -40 4.3 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 11.6 25 -17 6.1 +0.1
ACVF American Conservative Values ETF 11.6 75 -67 3.6 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 11.6 15 -7 4.1 -1.9
AVUS Avantis U.S. Equity ETF 11.6 15 -7 4.6 -1.3
VOTE TCW Transform 500 ETF 11.6 5 3 4.0 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 11.5 29 -21 3.9 -2.0
HAPI Harbor Human Capital Factor US Large Cap ETF 11.5 36 -28 4.0 -1.9
CHGX AXS Change Finance ESG ETF 11.4 49 -41 4.1 -1.9
CHRI Global X S&P 500 Christian Values ETF 11.4 29 -21 3.8 -2.1
RECS Columbia Research Enhanced Core ETF 11.4 15 -7 5.2 -0.7
ESGU iShares ESG Aware MSCI USA ETF 11.4 15 -7 4.0 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 11.4 0 8 4.0 -1.9
TOPT iShares Top 20 U.S. Stocks ETF 11.4 20 -12 3.1 -2.9
SPLV Invesco S&P 500 Low Volatility ETF 11.3 25 -17 5.2 -0.8
MBOX Freedom Day Dividend ETF 11.3 39 -31 6.7 +0.7
PCGG Polen Capital Global Growth ETF 11.3 85 -77 3.8 -2.1
IVV iShares Core S&P 500 ETF 11.3 3 5 4.1 -1.8
SPYM State Street SPDR Portfolio S&P 500 ETF 11.3 2 6 4.3 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.3 14 -6 4.1 -1.9
SPY SPDR S&P 500 ETF 11.3 9 -1 4.0 -1.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.2 25 -17 4.9 -1.0
DIVN Horizon Dividend Income ETF 11.2 70 -62 6.5 +0.6
FDVV Fidelity High Dividend ETF 11.2 15 -7 6.6 +0.7
ENHU iShares Enhanced Large Cap Core Active ETF 11.1 22 -14 4.0 -1.9
SFTY Horizon Managed Risk ETF 11.1 77 -69 3.4 -2.6
STOX Horizon Core Equity ETF 11.1 70 -62 3.5 -2.5
IWL iShares Russell Top 200 ETF 11.1 15 -7 3.8 -2.2
VOO Vanguard S&P 500 ETF 11.1 3 5 4.1 -1.9
TOV JLens 500 Jewish Advocacy U.S. ETF 11.1 18 -10 3.8 -2.2
RAUS RACWI US ETF 11.1 15 -7 4.0 -1.9
FDWM Fidelity Women's Leadership ETF 11.1 59 -51 3.8 -2.1
YLDE ClearBridge Dividend Strategy ESG ETF 11.1 60 -52 5.3 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 11.0 12 -4 4.8 -1.2
ADME Aptus Drawdown Managed Equity ETF 11.0 79 -71 3.2 -2.7
DIVG Invesco S&P 500 High Dividend Growers ETF 11.0 39 -31 7.5 +1.5
VNSE Natixis Vaughan Nelson Select ETF 11.0 80 -72 3.2 -2.7
FCTE SMI 3Fourteen Full-Cycle Trend ETF 11.0 85 -77 4.2 -1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 11.0 67 -59 8.7 +2.8
ABEQ Absolute Select Value ETF 11.0 85 -77 4.5 -1.5
VV Vanguard Large-Cap ETF 10.9 4 4 4.0 -2.0
CGUS Capital Group Core Equity ETF 10.9 33 -25 3.5 -2.5
ILCB iShares Morningstar U.S. Equity ETF 10.9 3 5 4.0 -2.0
QUAL iShares MSCI USA Quality Factor ETF 10.9 15 -7 4.4 -1.6
LRGF iShares U.S. Equity Factor ETF 10.8 8 0 4.5 -1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 10.8 60 -52 4.3 -1.7
MGC Vanguard Mega Cap ETF 10.8 7 1 3.8 -2.2
VFVA Vanguard U.S. Value Factor ETF 10.8 13 -5 9.4 +3.5
RAYD Rayliant Quantitative Developed Market Equity ETF 10.7 80 -72 3.6 -2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.7 11 -3 4.0 -1.9
GXLC Global X U.S. 500 ETF 10.7 2 6 4.0 -2.0
STRV Strive 500 ETF 10.7 5 3 4.0 -2.0
RPV Invesco S&P 500 Pure Value ETF 10.7 35 -27 8.8 +2.9
PKW Invesco Buyback Achievers ETF 10.6 62 -54 7.4 +1.4
RFFC ALPS Active Equity Opportunity ETF 10.6 48 -40 3.6 -2.3
USEW Cambria US EW ETF 10.6 30 -22 4.1 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.6 10 -2 4.1 -1.9
IWB iShares Russell 1000 ETF 10.6 15 -7 4.0 -1.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 10.6 20 -12 4.1 -1.8
TOLL Tema Durable Quality ETF 10.6 75 -67 3.7 -2.3
THRO iShares U.S. Thematic Rotation Active ETF 10.6 90 -82 3.0 -3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 10.5 35 -27 7.0 +1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10.5 38 -30 7.0 +1.1
IYY iShares Dow Jones U.S. ETF 10.5 20 -12 4.0 -2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.5 60 -52 4.6 -1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.5 75 -67 3.0 -2.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 10.5 3 5 4.2 -1.7
SCHX Schwab U.S. Large-Cap ETF 10.4 3 5 4.1 -1.8
LCF Touchstone US Large Cap Focused ETF 10.4 69 -61 3.6 -2.4
GRNY Fundstrat Granny Shots US Large Cap ETF 10.4 75 -67 2.1 -3.9
XLG Invesco S&P 500 Top 50 ETF 10.4 20 -12 3.5 -2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.4 10 -2 4.1 -1.8
FFLC Fidelity Fundamental Large Cap Core ETF 10.4 38 -30 3.8 -2.2
VONE Vanguard Russell 1000 ETF 10.4 7 1 4.1 -1.8
FVAL Fidelity Value Factor ETF 10.4 15 -7 5.7 -0.2
DCOR Dimensional US Core Equity 1 ETF 10.3 14 -6 4.5 -1.5
DFUS Dimensional U.S. Equity ETF 10.3 9 -1 4.0 -2.0
DIVL Madison Dividend Value ETF 10.3 65 -57 4.8 -1.1
KRMA Global X Conscious Companies ETF 10.3 43 -35 5.0 -1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.3 29 -21 5.4 -0.5
BLCV iShares Large Cap Value Active ETF 10.3 53 -45 6.3 +0.3
ICAP InfraCap Equity Income Fund ETF 10.3 171 -163 4.4 -1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.3 10 -2 3.5 -2.5
FDMO Fidelity Momentum Factor ETF 10.3 15 -7 2.3 -3.6
SXQG ETC 6 Meridian Quality Growth ETF 10.2 100 -92 2.9 -3.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.2 25 -17 4.0 -1.9
FSST Fidelity Sustainable U.S. Equity ETF 10.2 59 -51 3.4 -2.5
DFAU Dimensional US Core Equity Market ETF 10.1 12 -4 4.2 -1.8
SCHK Schwab 1000 Index ETF 10.1 5 3 4.1 -1.8
JOET Virtus Terranova US Quality Momentum ETF 10.1 29 -21 3.7 -2.2
SUSA iShares MSCI USA ESG Select ETF 10.1 25 -17 3.9 -2.1
IWV iShares Russell 3000 ETF 10.1 20 -12 3.9 -2.0
DUSA Davis Select U.S. Equity ETF 10.1 61 -53 7.0 +1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.1 70 -62 4.8 -1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.1 60 -52 6.1 +0.2
AIEQ AI Powered Equity ETF 10.0 75 -67 3.6 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.0 3 5 4.0 -1.9
OEF iShares S&P 100 ETF 10.0 20 -12 3.7 -2.3
KBWP Invesco KBW Property & Casualty Insurance ETF 10.0 35 -27 7.7 +1.8
SUSL iShares ESG MSCI USA Leaders ETF 10.0 10 -2 4.1 -1.8
SPHB Invesco S&P 500 High Beta ETF 10.0 25 -17 3.4 -2.6
ESGV Vanguard ESG U.S. Stock ETF 9.9 9 -1 4.0 -1.9
MAGA Point Bridge America First ETF 9.9 72 -64 5.3 -0.7
APUE ActivePassive U.S. Equity ETF 9.9 45 -37 3.8 -2.1
VTHR Vanguard Russell 3000 ETF 9.8 7 1 4.0 -1.9
ALTL Pacer Lunt Large Cap Alternator ETF 9.8 60 -52 4.3 -1.7
VTI Vanguard Total Stock Market ETF 9.8 3 5 4.0 -1.9
VFMF Vanguard U.S. Multifactor ETF 9.8 18 -10 6.5 +0.6
AVMC Avantis U.S. Mid Cap Equity ETF 9.8 18 -10 5.9 -0.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 9.8 52 -44 5.0 -0.9
SCHB Schwab U.S. Broad Market ETF 9.8 3 5 4.1 -1.8
DSI iShares MSCI KLD 400 Social ETF 9.7 25 -17 4.0 -1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.7 25 -17 4.8 -1.2
SPGP Invesco S&P 500 GARP ETF 9.7 34 -26 5.6 -0.3
KOCG FIS Knights of Columbus Global Belief ETF 9.7 75 -67 4.4 -1.5
MBCC Monarch Blue Chips Core ETF 9.6 125 -117 3.6 -2.3
IWS iShares Russell Mid-Cap Value ETF 9.6 23 -15 6.0 +0.0
AQEC AQE Core ETF 9.6 49 -41 5.4 -0.5
FVD First Trust Value Line Dividend Index Fund 9.6 65 -57 5.9 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 9.5 18 -10 5.0 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 9.5 65 -57 3.2 -2.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.5 7 1 6.5 +0.6
MTUM iShares MSCI USA Momentum Factor ETF 9.5 15 -7 2.1 -3.8
LOGO Alpha Brands Consumption Leaders ETF 9.5 69 -61 2.6 -3.3
CZAR Themes Natural Monopoly ETF 9.5 35 -27 5.4 -0.6
DFAC Dimensional U.S. Core Equity 2 ETF 9.5 17 -9 4.6 -1.4
HDUS Hartford Disciplined US Equity ETF 9.5 19 -11 4.6 -1.3
IAK iShares U.S. Insurance ETF 9.4 40 -32 7.3 +1.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.4 38 -30 5.1 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 9.4 49 -41 3.5 -2.5
SSPY Syntax Stratified LargeCap ETF 9.4 30 -22 6.0 +0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.3 19 -11 5.0 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 9.3 22 -14 5.0 -1.0
FTCS First Trust Capital Strength ETF 9.3 55 -47 5.7 -0.2
VSLU Applied Finance Valuation Large Cap ETF 9.2 49 -41 4.8 -1.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.1 50 -42 3.4 -2.5
DIVE Dana Concentrated Dividend ETF 9.0 65 -57 6.9 +1.0
GINN Goldman Sachs Innovate Equity ETF 9.0 52 -44 3.6 -2.3
AUSF Global X Adaptive U.S. Factor ETF 8.9 27 -19 8.2 +2.3
VLUE iShares MSCI USA Value Factor ETF 8.9 15 -7 5.8 -0.1
PSET Principal Quality ETF 8.9 15 -7 4.8 -1.1
DUHP Dimensional US High Profitability ETF 8.8 21 -13 5.1 -0.9
MFIG Motley Fool Innovative Growth Factor ETF 8.8 50 -42 2.6 -3.3
USSE Segall Bryant & Hamill Select Equity ETF 8.7 65 -57 2.8 -3.1
KOKU Xtrackers MSCI Kokusai Equity ETF 8.7 9 -1 4.3 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 8.7 15 -7 5.6 -0.3
EBI Longview Advantage ETF 8.7 35 -27 5.8 -0.1
JEPI JPMorgan Equity Premium Income ETF 8.7 35 -27 5.2 -0.8
GOP Unusual Whales Subversive Republican Trading ETF 8.6 50 -42 4.1 -1.8
EQRR ProShares Equities for Rising Rates ETF 8.6 35 -27 5.4 -0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.6 60 -52 4.4 -1.5
DHS WisdomTree U.S. High Dividend Fund 8.6 38 -30 8.2 +2.3
ACSI American Customer Satisfaction ETF 8.6 65 -57 4.5 -1.4
GQI Natixis Gateway Quality Income ETF 8.6 34 -26 4.5 -1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 8.6 60 -52 8.7 +2.7
FQAL Fidelity Quality Factor ETF 8.5 15 -7 4.7 -1.2
IWR iShares Russell Midcap ETF 8.5 19 -11 5.3 -0.7
JHDV John Hancock U.S. High Dividend ETF 8.5 34 -26 5.7 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 8.5 30 -22 5.2 -0.8
FMKT The Free Markets ETF 8.5 76 -68 4.1 -1.9
VUSE Vident U.S. Equity Strategy ETF 8.5 50 -42 3.6 -2.4
AFLG First Trust Active Factor Large Cap ETF 8.5 55 -47 4.9 -1.1
BEEZ Honeytree U.S. Equity ETF 8.4 64 -56 3.7 -2.2
FLQL Franklin LibertyQ U.S. Equity ETF 8.4 15 -7 4.4 -1.5
FFND Future Fund Active ETF 8.4 100 -92 4.3 -1.7
INRO iShares U.S. Industry Rotation Active ETF 8.4 42 -34 3.4 -2.5
DXUV Dimensional US Vector Equity ETF 8.3 28 -20 5.2 -0.8
VFQY Vanguard U.S. Quality Factor ETF 8.3 13 -5 5.5 -0.5
AVMV Avantis U.S. Mid Cap Value ETF 8.3 20 -12 7.2 +1.3
TOK iShares MSCI Kokusai ETF 8.3 26 -18 4.2 -1.8
IVW iShares S&P 500 Growth ETF 8.3 18 -10 2.8 -3.2
ROUS Hartford Multifactor US Equity ETF 8.3 19 -11 5.2 -0.7
SFY SoFi Select 500 ETF 8.3 0 8 3.6 -2.4
KAT Scharf ETF 8.3 87 -79 6.2 +0.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 8.3 4 4 2.9 -3.0
DAK Dakota Active Equity ETF 8.2 43 -35 3.6 -2.3
ABIG Argent Large Cap ETF 8.2 49 -41 4.2 -1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.2 25 -17 5.5 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 8.2 10 -2 4.8 -1.1
DGRW WisdomTree US Quality Dividend Growth Fund 8.2 28 -20 4.9 -1.1
VOOG Vanguard S&P 500 Growth ETF 8.2 7 1 17.7 +11.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 8.2 61 -53 1.5 -4.4
BELT iShares Long-Term U.S. Equity Active ETF 8.2 75 -67 2.1 -3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.2 65 -57 4.4 -1.6
FFF Founders 100 ETF 8.2 75 -67 2.3 -3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.1 12 -4 4.3 -1.6
TTAC FCF US Quality ETF 8.1 59 -51 5.6 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.1 15 -7 6.3 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 8.1 12 -4 3.2 -2.8
BITQ Bitwise Crypto Industry Innovators ETF 8.1 85 -77 -2.0 -8.0
RJDI RJ Eagle Dividend Select Income ETF 8.0 55 -47 4.4 -1.6
DURA VanEck Durable High Dividend ETF 8.0 29 -21 6.4 +0.4
HGRO Hedgeye Quality Growth ETF 8.0 70 -62 3.2 -2.8
DEUS Xtrackers Russell US Multifactor ETF 8.0 17 -9 6.4 +0.4
FTGS First Trust Growth Strength ETF 7.9 60 -52 3.6 -2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 7.9 6 2 3.2 -2.8
IUSG iShares Core S&P U.S. Growth ETF 7.9 4 4 3.0 -3.0
ROE Astoria US Quality Kings ETF 7.9 49 -41 5.1 -0.9
XPND First Trust Expanded Technology ETF 7.9 65 -57 2.6 -3.4
JSTC Adasina Social Justice All Cap Global ETF 7.9 89 -81 4.2 -1.7
URTH iShares MSCI World ETF 7.8 24 -16 4.2 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 7.8 23 -15 5.3 -0.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.8 80 -72 5.5 -0.4
GEW Cambria Global EW ETF 7.8 29 -21 5.3 -0.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 7.8 5 3 7.1 +1.2
JPEF JPMorgan Equity Focus ETF 7.6 50 -42 3.7 -2.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 7.6 12 -4 5.7 -0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.6 60 -52 9.2 +3.2
IUS Invesco RAFI Strategic US ETF 7.6 19 -11 5.5 -0.5
DIVZ TrueShares Low Volatility Equity Income ETF 7.6 65 -57 6.0 +0.1
JHMM John Hancock Multifactor Mid Cap ETF 7.5 42 -34 5.3 -0.6
BGIG Bahl & Gaynor Income Growth ETF 7.5 45 -37 4.5 -1.5
LCDS JPMorgan Fundamental Data Science Large Core ETF 7.5 30 -22 4.0 -2.0
DUNK Dana Unconstrained Equity ETF 7.4 75 -67 1.8 -4.1
BLCR iShares Large Cap Core Active ETF 7.3 36 -28 2.7 -3.2
MDLV Morgan Dempsey Large Cap Value ETF 7.3 58 -50 5.8 -0.2
BLOK Amplify Transformational Data Sharing ETF 7.3 75 -67 -0.2 -6.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.3 9 -1 4.7 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.3 20 -12 4.6 -1.4
STXG Strive 1000 Growth ETF 7.2 18 -10 3.1 -2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.2 79 -71 3.9 -2.0
QDF FlexShares Quality Dividend Index Fund 7.2 37 -29 5.2 -0.7
DTEC ALPS Disruptive Technologies ETF 7.2 50 -42 3.4 -2.5
ACEP ARS Core Equity ETF 7.2 45 -37 3.9 -2.1
VUSV Vanguard Wellington U.S. Value Active ETF 7.1 30 -22 5.7 -0.2
LST Leuthold Select Industries ETF 7.1 91 -83 4.6 -1.3
BJK VanEck Gaming ETF 7.0 65 -57 4.3 -1.7
VFMV Vanguard U.S. Minimum Volatility ETF 7.0 13 -5 5.7 -0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.0 56 -48 6.7 +0.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.0 75 -67 6.1 +0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.9 15 -7 7.2 +1.2
NANC Unusual Whales Subversive Democratic Trading ETF 6.9 75 -67 2.8 -3.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.9 58 -50 5.0 -0.9
GVLU Gotham 1000 Value ETF 6.9 50 -42 8.3 +2.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.9 50 -42 7.8 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.9 52 -44 4.9 -1.1
ACWI iShares MSCI ACWI ETF 6.9 32 -24 4.5 -1.4
CGDG Capital Group Dividend Growers ETF 6.8 47 -39 5.2 -0.8
ACWV iShares MSCI Global Min Vol Factor ETF 6.8 20 -12 5.7 -0.2
FLRG Fidelity U.S. Multifactor ETF 6.6 15 -7 5.7 -0.2
RPG Invesco S&P 500 Pure Growth ETF 6.6 35 -27 2.4 -3.6
FDL First Trust Morningstar Dividend Leaders Index Fund 6.6 45 -37 9.1 +3.1
LRGE ClearBridge Large Cap Growth ESG ETF 6.6 59 -51 2.6 -3.4
YOKE Yoke Core ETF 6.5 42 -34 3.5 -2.4
LYLD Cambria Large Cap Shareholder Yield ETF 6.5 59 -51 8.4 +2.4
CAML Congress Large Cap Growth ETF 6.4 66 -58 2.3 -3.6
NULG Nuveen ESG Large-Cap Growth ETF 6.4 26 -18 2.7 -3.3
JVAL JPMorgan U.S. Value Factor ETF 6.4 12 -4 6.5 +0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.3 12 -4 3.3 -2.6
DVY iShares Select Dividend ETF 6.3 38 -30 8.2 +2.2
PDP Invesco Dorsey Wright Momentum ETF 6.3 62 -54 1.4 -4.6
BEEX BeeHive ETF 6.3 84 -76 3.7 -2.3
BOUT Innovator IBD Breakout Opportunities ETF 6.3 81 -73 2.7 -3.2
CGDV Capital Group Dividend Value ETF 6.3 33 -25 3.8 -2.2
DGT State Street SPDR Global Dow ETF 6.3 50 -42 5.5 -0.4
CGGR Capital Group Growth ETF 6.3 39 -31 2.4 -3.5
QDEF FlexShares Quality Dividend Defensive Index Fund 6.2 37 -29 5.3 -0.6
HDV iShares Core High Dividend ETF 6.2 8 0 30.2 +24.3
VT Vanguard Total World Stock ETF 6.1 6 2 4.9 -1.1
SYLD Cambria Shareholder Yield ETF 6.1 59 -51 10.4 +4.4
BGDV Bahl & Gaynor Dividend ETF 6.1 45 -37 3.9 -2.1
GDIV Harbor Dividend Growth Leaders ETF 6.1 50 -42 3.9 -2.0
FLDZ RiverNorth Patriot ETF 6.0 75 -67 5.7 -0.3
BUYZ Franklin Disruptive Commerce ETF 6.0 50 -42 2.4 -3.5
SURE AdvisorShares Insiders Advantage ETF 6.0 90 -82 7.7 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.0 75 -67 1.7 -4.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.0 40 -32 2.8 -3.1
LGRO Level Four Large Cap Growth Active ETF 5.9 55 -47 3.5 -2.4
FPAG FPA Global Equity ETF 5.8 49 -41 5.8 -0.2
SFYF SoFi Social 50 ETF 5.8 29 -21 0.7 -5.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.8 29 -21 7.1 +1.2
GURU Global X Guru Index ETF 5.8 75 -67 2.3 -3.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 5.7 49 -41 8.0 +2.0
IAT iShares U.S. Regional Banks ETF 5.7 40 -32 8.6 +2.6
NUMV Nuveen ESG Mid-Cap Value ETF 5.7 31 -23 5.5 -0.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 5.7 20 -12 7.3 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 5.7 59 -51 1.7 -4.3
JGRW Jensen Quality Growth ETF 5.6 57 -49 4.0 -2.0
INCE Franklin Income Equity Focus ETF 5.6 29 -21 5.3 -0.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.6 20 -12 5.8 -0.1
COWS Amplify Cash Flow Dividend Leaders ETF 5.6 0 8 7.3 +1.3
SCHG Schwab U.S. Large-Cap Growth ETF 5.5 4 4 3.2 -2.7
USMF WisdomTree U.S. Multifactor Fund 5.5 28 -20 6.4 +0.4
RUNN Running Oak Efficient Growth ETF 5.5 58 -50 4.9 -1.0
VSDA VictoryShares Dividend Accelerator ETF 5.4 35 -27 6.7 +0.7
AGQI First Trust Active Global Quality Income ETF 5.4 85 -77 6.3 +0.3
GINX SGI Enhanced Global Income ETF 5.4 98 -90 6.6 +0.7
ILCG iShares Morningstar Growth ETF 5.3 4 4 2.9 -3.1
GLOF iShares Global Equity Factor ETF 5.3 20 -12 5.4 -0.5
LBO WHITEWOLF Publicly Listed Private Equity ETF 5.3 70 -62 9.1 +3.1
AAUM Tema Alternative Asset Managers ETF 5.3 99 -91 5.4 -0.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.3 45 -37 4.5 -1.4
JGRO JPMorgan Active Growth ETF 5.2 44 -36 2.3 -3.6
QLTY GMO U.S. Quality ETF 5.2 50 -42 3.9 -2.1
RW Rainwater Equity ETF 5.2 125 -117 2.9 -3.0
IOO iShares Global 100 ETF 5.2 41 -33 3.7 -2.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.2 49 -41 3.6 -2.4
TBG TBG Dividend Focus ETF 5.1 59 -51 6.3 +0.3
IBLC iShares Blockchain and Tech ETF 5.1 47 -39 -1.2 -7.1
TPHD Timothy Plan High Dividend Stock ETF 5.1 52 -44 6.1 +0.2
EMOT First Trust S&P 500 Economic Moat ETF 5.1 60 -52 7.8 +1.8
BRIF FIS Bright Portfolios Focused Equity ETF 5.0 65 -57 3.2 -2.7
TIME Clockwise Core Equity & Innovation ETF 5.0 95 -87 2.0 -4.0
GGRW Gabelli Growth Innovators ETF 5.0 90 -82 1.9 -4.0
IWY iShares Russell Top 200 Growth ETF 5.0 20 -12 3.4 -2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.9 30 -22 7.6 +1.7
SAMM Strategas Macro Momentum ETF 4.9 66 -58 3.5 -2.5
LCLG Logan Capital Broad Innovative Growth ETF 4.9 99 -91 2.6 -3.3
AGRW Allspring LT Large Growth ETF 4.9 35 -27 3.2 -2.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.9 7 1 10.2 +4.2
IWFG IQ Winslow Focused Large Cap Growth ETF 4.8 65 -57 2.1 -3.9
RGEF Rockefeller Global Equity ETF 4.8 55 -47 3.7 -2.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.8 60 -52 5.9 -0.0
DIVS SmartETFs Dividend Builder ETF 4.8 65 -57 4.4 -1.5
ETHO Etho Climate Leadership U.S. ETF 4.8 47 -39 4.2 -1.8
AQLT iShares MSCI Global Quality Factor ETF 4.8 18 -10 0.0 -5.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.8 35 -27 11.3 +5.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 -7 2.9 -3.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.7 55 -47 8.9 +2.9
DWLD Davis Select Worldwide ETF 4.7 63 -55 6.5 +0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 -10 6.8 +0.9
SFGV Sequoia Global Value ETF 4.7 23 -15 7.1 +1.1
RCGE RockCreek Global Equality ETF 4.7 95 -87 6.1 +0.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.7 61 -53 -0.7 -6.7
IWF iShares Russell 1000 Growth ETF 4.7 19 -11 13.7 +7.8
AVUQ Avantis U.S. Quality ETF 4.7 15 -7 3.5 -2.5
WLDR Affinity World Leaders Equity ETF 4.6 67 -59 5.5 -0.4
SDY State Street SPDR S&P Dividend ETF 4.6 35 -27 6.2 +0.2
TMFG Motley Fool Global Opportunities ETF 4.6 85 -77 3.7 -2.2
VOT Vanguard Mid-Cap Growth ETF 4.6 7 1 3.0 -3.0
EQL Alps Equal Sector Weight ETF 4.6 25 -17 5.1 -0.9
VONG Vanguard Russell 1000 Growth ETF 4.6 7 1 3.4 -2.5
PTL Inspire 500 ETF 4.6 9 -1 4.2 -1.8
MVAL VanEck Morningstar Wide Moat Value ETF 4.6 49 -41 6.5 +0.6
QGRW WisdomTree U.S. Quality Growth Fund 4.5 28 -20 2.7 -3.3
QGRO American Century U.S. Quality Growth ETF 4.5 29 -21 3.8 -2.1
EQAL Invesco Russell 1000 Equal Weight ETF 4.4 20 -12 6.0 +0.1
AFOS ARS Focused Opportunities Strategy ETF 4.4 45 -37 1.9 -4.1
STCE Schwab Crypto Thematic ETF 4.4 30 -22 2.1 -3.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.4 39 -31 3.7 -2.2
FELG Fidelity Enhanced Large Cap Growth ETF 4.4 18 -10 3.2 -2.8
OPTZ Optimize Strategy Index ETF 4.4 50 -42 3.2 -2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.3 29 -21 6.7 +0.8
FEGE First Eagle Global Equity ETF 4.3 79 -71 6.0 +0.0
WCEO Hypatia Women CEO ETF 4.3 85 -77 4.7 -1.3
FDG American Century Focused Dynamic Growth ETF 4.3 45 -37 1.7 -4.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.2 54 -46 5.9 -0.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.2 39 -31 -1.1 -7.1
DSTL Distillate US Fundamental Stability & Value ETF 4.2 39 -31 7.8 +1.8
DIVY Sound Equity Dividend Income ETF 4.2 45 -37 8.2 +2.2
MGK Vanguard Mega Cap Growth ETF 4.1 7 1 16.2 +10.2
ITAN Sparkline Intangible Value ETF 4.1 50 -42 5.7 -0.3
GQQQ Astoria US Quality Growth Kings ETF 4.1 35 -27 3.1 -2.9
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 -5 1.6 -4.3
HOMZ Hoya Capital Housing ETF 4.0 30 -22 10.5 +4.6
FCPI Fidelity Stocks for Inflation ETF 4.0 15 -7 5.7 -0.2
PRXG Praxis Impact Large Cap Growth ETF 4.0 36 -28 2.9 -3.0
VUG Vanguard Growth ETF 4.0 4 4 19.4 +13.5
CGGO Capital Group Global Growth Equity ETF 3.9 47 -39 3.8 -2.1
GKAT Scharf Global Opportunity ETF 3.9 57 -49 5.6 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 3.8 18 -10 2.9 -3.1
FINX Global X FinTech ETF 3.8 68 -60 3.0 -2.9
FTDS First Trust Dividend Strength ETF 3.7 70 -62 7.2 +1.3
CZA Invesco Zacks Mid-Cap ETF 3.7 72 -64 5.9 -0.0
DEW WisdomTree Global High Dividend Fund 3.6 58 -50 7.3 +1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 -16 7.1 +1.1
DXIV Dimensional International Vector Equity ETF 3.6 34 -26 6.5 +0.5
BWEB Bitwise Web3 ETF 3.6 85 -77 -0.1 -6.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.5 85 -77 2.7 -3.2
BCDF Horizon Kinetics Blockchain Development ETF 3.5 85 -77 3.8 -2.1
SMOT VanEck Morningstar SMID Moat ETF 3.5 49 -41 6.3 +0.3
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -38 5.6 -0.4
SCHD Schwab US Dividend Equity ETF 3.5 6 2 8.0 +2.1
ARKF ARK Fintech Innovation ETF 3.5 75 -67 0.3 -5.7
VAMO Cambria Value & Momentum ETF 3.4 61 -53 5.3 -0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.4 64 -56 1.2 -4.8
STRN SMART Trend 25 ETF 3.4 59 -51 2.1 -3.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.4 30 -22 9.0 +3.1
CVY Invesco Zacks Multi-Asset Income ETF 3.4 106 -98 10.1 +4.2
PRAY FIS Christian Stock Fund 3.4 69 -61 3.8 -2.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.3 35 -27 4.8 -1.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.3 39 -31 9.6 +3.7
GPZ VanEck Alternative Asset Manager ETF 3.3 40 -32 5.4 -0.6
SRHQ SRH U.S. Quality ETF 3.2 35 -27 6.3 +0.3
IWP iShares Russell Mid-Cap Growth ETF 3.2 23 -15 2.8 -3.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.1 20 -12 8.5 +2.6
VUSG Vanguard Wellington U.S. Growth Active ETF 3.1 35 -27 2.4 -3.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.1 61 -53 6.0 +0.0
SDOG ALPS Sector Dividend Dogs ETF 3.0 36 -28 8.2 +2.3
MFMO Motley Fool Momentum Factor ETF 3.0 50 -42 1.8 -4.1
IETC iShares U.S. Tech Independence Focused ETF 3.0 18 -10 2.7 -3.2
VALQ American Century U.S. Quality Value ETF 3.0 29 -21 7.0 +1.0
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 -27 6.4 +0.5
BLES Inspire Global Hope ETF 2.9 61 -53 5.6 -0.3
BIBL Inspire 100 ETF 2.9 35 -27 4.0 -1.9
YALL God Bless America ETF 2.9 65 -57 4.3 -1.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.9 15 -7 7.6 +1.6
FFOG Franklin Focused Growth ETF 2.8 61 -53 1.4 -4.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.8 15 -7 6.4 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 -19 6.7 +0.7
ABFL Abacus FCF Leaders ETF 2.6 59 -51 3.6 -2.4
SPDV AAM S&P 500 High Dividend Value ETF 2.5 29 -21 10.7 +4.8
KONG Formidable Fortress ETF 2.5 89 -81 5.1 -0.8
IEDI iShares U.S. Consumer Focused ETF 2.4 18 -10 5.3 -0.7
KRE State Street SPDR S&P Regional Banking ETF 2.4 35 -27 8.9 +2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 2.4 52 -44 9.0 +3.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.4 35 -27 5.6 -0.3
XT iShares Exponential Technologies ETF 2.3 46 -38 3.7 -2.3
AOTG AOT Growth and Innovation ETF 2.3 75 -67 1.1 -4.9
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -37 4.3 -1.6
XDAT Franklin Exponential Data ETF 2.2 50 -42 1.1 -4.9
CWS AdvisorShares Focused Equity ETF 2.2 84 -76 4.8 -1.1
GK AdvisorShares Gerber Kawasaki ETF 2.2 75 -67 1.3 -4.7
ARKK ARK Innovation ETF 2.2 75 -67 -2.9 -8.8
ARKW ARK Next Generation Internet ETF 2.2 87 -79 0.6 -5.4
TXS Texas Capital Texas Equity Index ETF 2.2 49 -41 4.9 -1.0
TEXN iShares Texas Equity ETF 2.2 20 -12 4.8 -1.2
BUZZ VanEck Social Sentiment ETF 2.1 75 -67 -0.7 -6.6
QDIV Global X S&P 500 Quality Dividend ETF 2.1 20 -12 7.9 +2.0
PSP Invesco Global Listed Private Equity ETF 2.1 106 -98 6.9 +1.0
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -44 7.9 +1.9
RNMC First Trust Mid Cap US Equity Select ETF 2.1 60 -52 6.6 +0.7
FSCS First Trust SMID Capital Strength ETF 2.1 60 -52 7.2 +1.3
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -57 2.2 -3.8
DIHP Dimensional International High Profitability ETF 2.0 29 -21 5.7 -0.3
DEMZ Democratic Large Cap Core ETF 2.0 45 -37 3.7 -2.2
AKAF The Frontier Economic Fund 1.9 20 -12 5.1 -0.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 -22 6.2 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.9 80 -72 6.2 +0.2
ISHP First Trust Nasdaq Retail ETF 1.9 60 -52 5.4 -0.5
FBCG Fidelity Blue Chip Growth ETF 1.9 59 -51 2.0 -3.9
BFOR ALPS Barron's 400 ETF 1.8 65 -57 4.9 -1.0
TAX Cambria Tax Aware ETF 1.7 49 -41 4.0 -2.0
WBIY WBI Power Factor High Dividend ETF 1.7 100 -92 12.2 +6.3
WSGE Warren Street Global Equity ETF 1.7 80 -72 2.8 -3.2
CDIG City Different Investments Global Equity ETF 1.6 75 -67 -1.6 -7.5
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 4 5.6 -0.3
FFTY Innovator IBD 50 ETF 1.6 80 -72 -0.1 -6.0
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -46 9.6 +3.7
MILN Global X Millennial Consumer ETF 1.5 50 -42 4.2 -1.8
COPY Tweedy, Browne Insider + Value ETF 1.5 80 -72 14.7 +8.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.5 60 -52 4.6 -1.3
FSGS First Trust SMID Growth Strength ETF 1.5 60 -52 4.9 -1.0
TOGA Tremblant Global ETF 1.5 69 -61 -0.2 -6.1
TRFM AAM Transformers ETF 1.5 49 -41 0.9 -5.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 -13 2.7 -3.2
STXM Strive Mid-Cap ETF 1.3 18 -10 5.8 -0.1
TMFX Motley Fool Next Index ETF 1.3 50 -42 2.9 -3.0
MFVL Motley Fool Value Factor ETF 1.2 50 -42 5.8 -0.2
YNOT Horizon Digital Frontier ETF 1.2 75 -67 2.3 -3.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 1 5.1 -0.8
LIVR Intelligent Livermore ETF 1.1 69 -61 3.0 -3.0
DAPP VanEck Digital Transformation ETF 1.1 50 -42 0.0 -5.9
METV Roundhill Ball Metaverse ETF 1.1 59 -51 7.6 +1.6
BCOR Grayscale Bitcoin Adopters ETF 1.1 59 -51 1.8 -4.2
PNQI Invesco NASDAQ Internet ETF 1.1 60 -52 3.8 -2.2
ISCB iShares Morningstar Small-Cap ETF 1.1 4 4 5.3 -0.6
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 2 7.8 +1.8
CVAR Cultivar ETF 1.1 87 -79 7.2 +1.2
VB Vanguard Small-Cap ETF 1.1 5 3 5.1 -0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.0 20 -12 0.7 -5.2
HYP Golden Eagle Dynamic Hypergrowth ETF 1.0 85 -77 -0.8 -6.7
WUGI AXS Esoterica NextG Economy ETF 1.0 75 -67 1.2 -4.7
NBDS Neuberger Berman Disrupters ETF 1.0 55 -47 0.6 -5.3
IVRS iShares Future Metaverse Tech and Communications ETF 1.0 47 -39 5.0 -1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 5.5 -0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.0 60 -52 5.1 -0.9
SMMD iShares Russell 2500 ETF 1.0 15 -7 5.4 -0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -52 6.1 +0.2
RND First Trust Bloomberg R&D Leaders ETF 0.9 60 -52 2.4 -3.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -48 9.6 +3.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.9 65 -57 5.1 -0.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 -7 4.8 -1.1
NUMG Nuveen ESG Mid-Cap Growth ETF 0.9 31 -23 1.7 -4.2
ALRG Allspring LT Large Core ETF 0.9 28 -20 3.4 -2.6
VBR Vanguard Small Cap Value ETF 0.8 7 1 7.8 +1.9
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -30 8.2 +2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -62 9.8 +3.8
EZM WisdomTree U.S. MidCap Fund 0.8 38 -30 7.9 +2.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 -9 4.8 -1.1
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 -7 6.4 +0.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 -7 5.0 -1.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -70 9.3 +3.4
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 -20 8.6 +2.7
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 4.8 -1.2
POWA Invesco Bloomberg Pricing Power ETF 0.6 40 -32 5.8 -0.2
MID American Century Mid Cap Growth Impact ETF 0.6 45 -37 2.8 -3.1
DFAS Dimensional U.S. Small Cap ETF 0.6 26 -18 5.5 -0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -67 1.6 -4.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -35 4.7 -1.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.6 384 -376 17.6 +11.7
NUSC Nuveen ESG Small-Cap ETF 0.6 31 -23 4.8 -1.1
CBSE Clough Select Equity ETF 0.6 85 -77 0.2 -5.7
BKCH Global X Blockchain ETF 0.6 50 -42 -2.5 -8.5
MNRS Grayscale Bitcoin Miners ETF 0.6 59 -51 -1.8 -7.8
DFNV Donoghue Forlines Innovation ETF 0.6 69 -61 4.3 -1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 -27 3.2 -2.7
FDN First Trust Dow Jones Internet Index Fund 0.6 52 -44 2.6 -3.4
FDND FT Vest Dow Jones Internet & Target Income ETF 0.6 75 -67 2.5 -3.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.6 60 -52 4.2 -1.7
IBUY Amplify Online Retail ETF 0.6 65 -57 2.3 -3.6
RNIN Bushido Capital US SMID Cap Equity ETF 0.6 70 -62 10.6 +4.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.6 20 -12 3.8 -2.1
WGMI Valkyrie Bitcoin Miners ETF 0.6 75 -67 -2.3 -8.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 -17 6.0 +0.1
WSML iShares MSCI World Small-Cap ETF 0.5 15 -7 5.2 -0.7
VIDI Vident International Equity Strategy ETF 0.5 61 -53 7.7 +1.8
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 -27 4.0 -1.9
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 -12 2.9 -3.0
QQQ Invesco QQQ Trust Series I 0.4 20 -12 3.0 -3.0
QQQM Invesco NASDAQ 100 ETF 0.4 15 -7 3.0 -2.9
FPX First Trust US Equity Opportunities ETF 0.3 61 -53 0.7 -5.2
ZIG Acquirers Fund 0.3 84 -76 20.5 +14.5
VBK Vanguard Small-Cap Growth ETF 0.3 7 1 1.2 -4.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 2 2.7 -3.3
NIXT Research Affiliates Deletions ETF 0.3 9 -1 6.5 +0.6
FEOE First Eagle Overseas Equity ETF 0.3 79 -71 6.0 +0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 -17 7.7 +1.8
DFSV Dimensional US Small Cap Value ETF 0.3 31 -23 8.8 +2.9
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -47 10.8 +4.9
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -57 6.8 +0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -62 2.0 -4.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 -31 2.3 -3.7
AESR Anfield U.S. Equity Sector Rotation ETF 0.2 108 -100 2.7 -3.3
APIE ActivePassive International Equity ETF 0.2 45 -37 6.3 +0.4
TMFM Motley Fool Mid-Cap Growth ETF 0.2 85 -77 2.1 -3.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.2 49 -41 6.9 +1.0
SMRI Bushido Capital US Equity ETF 0.2 71 -63 7.1 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 -12 4.5 -1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.1 15 -7 3.7 -2.2
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -68 3.2 -2.7
FMTM MarketDesk Focused U.S. Momentum ETF 0.1 45 -37 4.4 -1.6
FESM Fidelity Enhanced Small Cap ETF 0.1 28 -20 2.2 -3.7
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -42 3.4 -2.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.0 68 -60 0.5 -5.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -57 0.0 -5.9

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

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RESULTS & ESTIMATES

  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:		 Financial 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 12.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.57
 
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.