Financial Select Sector SPDR Fund
|
- 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) | $36,973 |
Currency | USD |
Expense ratio | 9 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 | 72 |
Wgt avg mkt cap (mns) | $302,447 |
Large cap (>$10bn) | 99.5% |
Mid cap ($2-10bn) | 0.5% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
BERKSHIRE HATHAWAY INC-CL B | 13.2 % |
JPMORGAN CHASE & CO | 9.8 % |
VISA INC. CLASS A | 8.0 % |
MASTERCARD INCORPORATED CLASS A | 7.0 % |
BANK OF AMERICA CORP | 4.3 % |
WELLS FARGO & CO | 3.7 % |
S&P GLOBAL, INC. | 2.4 % |
GOLDMAN SACHS GROUP INC | 2.2 % |
AMERICAN EXPRESS CO | 2.2 % |
PROGRESSIVE CORP | 2.1 % | Total | 55.1 % |
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UNITED STATES | 95.3 % | |
SWITZERLAND | 1.9 % | |
IRELAND | 1.1 % | |
BERMUDA | 0.9 % | |
BRITAIN | 0.5 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 7.8% | 9.6% | 10.0% | 4.8% |
versus... | Beta | R-squared |
S&P500 | 0.96 | 69% |
MSCI EAFE | 1.01 | 70% |
MSCI Emg. Mkts. | 0.69 | 35% |
Recent close | $40.87 |
30d moving avg. | $35.30 |
Annualized volatility | 20.7% |
Short interest (ETF) | 11.6% |
Short interest (Underlying) | 1.4% |
Relative strength (RSI) | 82 |
Avg. volume (thou.) | 46,348 |
Turnover | 5.1% |
Bid/Ask (% of price) | 0.03% |
ADV underlying (mns) | $32,791 |
FINDING ALTERNATIVE FUNDS
Below is a list of 567 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: | 9 bp | ALTAR Score™: | 5.9% |
Ticker | Fund Name |
Overlap1 vs XLF (%) |
Expense ratio (bp) |
Savings vs XLF (bp) |
ALTAR Score™ (%) |
ALTAR vs XLF (%) |
FNCL | Fidelity MSCI Financials Index ETF | 82.6 | 8 | 1 | 6.4 | +0.5 |
VFH | Vanguard Financials ETF | 82.5 | 10 | -1 | 6.4 | +0.4 |
IYG | iShares US Financial Services ETF | 78.3 | 40 | -31 | 18.1 | +12.2 |
IYF | iShares U.S. Financials ETF | 76.5 | 40 | -31 | 6.2 | +0.3 |
IXG | iShares Global Financials ETF | 56.9 | 42 | -33 | 6.7 | +0.8 |
RSPF | Invesco S&P 500 Equal Weight Financials ETF | 55.9 | 40 | -31 | 7.1 | +1.1 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 34.7 | 13 | -4 | 9.3 | +3.4 |
DFNL | Davis Select Financial ETF | 31.8 | 63 | -54 | 7.0 | +1.0 |
KBWB | Invesco KBW Bank ETF | 30.3 | 35 | -26 | 9.5 | +3.5 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 26.1 | 15 | -6 | 6.5 | +0.5 |
IWX | iShares Russell Top 200 Value ETF | 24.9 | 20 | -11 | 6.4 | +0.5 |
FXO | First Trust Financials AlphaDEX Fund | 24.8 | 62 | -53 | 9.3 | +3.4 |
IVE | iShares S&P 500 Value ETF | 22.5 | 18 | -9 | 6.5 | +0.6 |
FTXO | First Trust Nasdaq Bank ETF | 22.5 | 60 | -51 | 10.4 | +4.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 22.4 | 4 | 5 | 6.7 | +0.7 |
DFLV | Dimensional US Large Cap Value ETF | 22.4 | 22 | -13 | 7.8 | +1.9 |
MGV | Vanguard Mega Cap Value ETF | 22.0 | 7 | 2 | 6.7 | +0.8 |
JAVA | JPMorgan Active Value ETF | 21.9 | 44 | -35 | 6.5 | +0.6 |
VTV | Vanguard Value ETF | 21.8 | 4 | 5 | 6.9 | +1.0 |
IYJ | iShares U.S. Industrials ETF | 21.6 | 40 | -31 | 4.6 | -1.3 |
IUSV | iShares Core S&P US Value ETF | 21.2 | 4 | 5 | 6.7 | +0.8 |
DUSA | Davis Select U.S. Equity ETF | 20.5 | 61 | -52 | 7.0 | +1.1 |
FBCV | Fidelity Blue Chip Value ETF | 20.4 | 59 | -50 | 7.0 | +1.1 |
VONV | Vanguard Russell 1000 Value ETF | 20.0 | 8 | 1 | 6.6 | +0.7 |
VOOV | Vanguard S&P 500 Value ETF | 19.9 | 10 | -1 | 5.5 | -0.5 |
VLU | SPDR S&P 1500 Value Tilt ETF | 19.9 | 12 | -3 | 7.1 | +1.2 |
RPV | Invesco S&P 500 Pure Value ETF | 19.8 | 35 | -26 | 10.0 | +4.1 |
IWD | iShares Russell 1000 Value ETF | 19.8 | 19 | -10 | 6.5 | +0.5 |
STXV | Strive 1000 Value ETF | 19.7 | 18 | -9 | 7.8 | +1.9 |
NUDV | Nuveen ESG Dividend ETF | 19.5 | 26 | -17 | 7.4 | +1.5 |
VYM | Vanguard High Dividend Yield Index ETF | 19.2 | 6 | 3 | 7.3 | +1.4 |
DFUV | Dimensional US Marketwide Value ETF | 19.2 | 22 | -13 | 7.4 | +1.5 |
PWV | Invesco Large Cap Value ETF | 19.1 | 55 | -46 | 7.9 | +2.0 |
IPAY | ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund | 18.9 | 75 | -66 | 6.1 | +0.1 |
KCE | SPDR S&P Capital Markets ETF | 18.8 | 35 | -26 | 6.8 | +0.9 |
SCHV | Schwab U.S. Large-Cap Value ETF | 18.8 | 4 | 5 | 6.6 | +0.6 |
ILCV | iShares Morningstar Value ETF | 18.7 | 4 | 5 | 6.6 | +0.7 |
REVS | Columbia Research Enhanced Value ETF | 18.5 | 19 | -10 | 7.6 | +1.7 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 18.4 | 9 | 0 | 5.5 | -0.4 |
VIG | Vanguard Dividend Appreciation ETF | 18.3 | 6 | 3 | 5.6 | -0.3 |
USXF | iShares ESG Advanced MSCI USA ETF | 18.2 | 10 | -1 | 4.7 | -1.2 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 18.1 | 60 | -51 | 6.2 | +0.2 |
VEGN | US Vegan Climate ETF | 18.0 | 60 | -51 | 4.4 | -1.5 |
GFGF | Guru Favorite Stocks ETF Guru Favorite Stocks Fund | 17.9 | 65 | -56 | 3.6 | -2.3 |
EQWL | Invesco S&P 100 Equal Weight ETF | 17.9 | 25 | -16 | 6.5 | +0.5 |
PRF | Invesco FTSE RAFI US 1000 ETF | 17.9 | 39 | -30 | 6.5 | +0.6 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 17.8 | 25 | -16 | 6.8 | +0.9 |
BBLU | EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF | 17.7 | 15 | -6 | 5.4 | -0.5 |
CHGX | AXS Change Finance ESG ETF | 17.6 | 49 | -40 | 4.8 | -1.1 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 17.5 | 18 | -9 | 6.6 | +0.7 |
DIVB | iShares Core Dividend ETF | 17.1 | 5 | 4 | 7.8 | +1.9 |
PFM | Invesco Dividend Achievers ETF | 17.0 | 53 | -44 | 5.6 | -0.3 |
DGRO | iShares Core Dividend Growth ETF | 17.0 | 8 | 1 | 6.4 | +0.5 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 16.8 | 48 | -39 | 5.9 | +0.0 |
KIE | SPDR S&P Insurance ETF | 16.7 | 35 | -26 | 6.3 | +0.4 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 16.5 | 25 | -16 | 6.8 | +0.9 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 16.4 | 59 | -50 | 8.2 | +2.2 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 16.4 | 28 | -19 | 6.1 | +0.2 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 16.2 | 32 | -23 | 5.0 | -0.9 |
PY | Principal Value ETF | 16.1 | 15 | -6 | 7.4 | +1.5 |
EPS | WisdomTree U.S. LargeCap Fund | 16.0 | 8 | 1 | 6.1 | +0.2 |
RDVY | First Trust Rising Dividend Achievers ETF | 16.0 | 50 | -41 | 8.8 | +2.9 |
RAFE | PIMCO RAFI ESG U.S. ETF | 15.8 | 29 | -20 | 6.9 | +1.0 |
RWL | Invesco S&P 500 Revenue ETF | 15.6 | 39 | -30 | 6.5 | +0.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 15.3 | 15 | -6 | 5.9 | -0.1 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 15.3 | 38 | -29 | 8.4 | +2.5 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 15.2 | 35 | -26 | 8.4 | +2.5 |
EQUL | IQ Engender Equality ETF | 15.2 | 45 | -36 | 6.6 | +0.7 |
LVOL | American Century Low Volatility ETF | 15.2 | 29 | -20 | 5.1 | -0.9 |
NULV | Nuveen ESG Large-Cap Value ETF | 15.0 | 26 | -17 | 7.1 | +1.1 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 14.8 | 68 | -59 | 3.7 | -2.2 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 14.7 | 9 | 0 | 4.8 | -1.1 |
IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 14.6 | 40 | -31 | 5.4 | -0.5 |
DTD | WisdomTree U.S. Total Dividend Fund | 14.6 | 28 | -19 | 6.4 | +0.5 |
NULC | Nuveen ESG Large-Cap ETF | 14.6 | 21 | -12 | 5.3 | -0.6 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 14.3 | 50 | -41 | 6.7 | +0.7 |
KBE | SPDR S&P Bank ETF | 14.2 | 35 | -26 | 11.4 | +5.5 |
RSP | Invesco S&P 500 Equal Weight ETF | 14.2 | 20 | -11 | 6.0 | +0.1 |
EQRR | ProShares Equities for Rising Rates ETF | 14.1 | 35 | -26 | 7.9 | +2.0 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 14.0 | 10 | -1 | 5.6 | -0.4 |
FMIL | Fidelity New Millennium ETF | 14.0 | 59 | -50 | 4.0 | -1.9 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 14.0 | 6 | 3 | 7.9 | +1.9 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 13.8 | 12 | -3 | 5.4 | -0.6 |
XVV | iShares ESG Screened S&P 500 ETF | 13.8 | 8 | 1 | 4.9 | -1.0 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 13.8 | 59 | -50 | 5.4 | -0.5 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 13.8 | 60 | -51 | 4.2 | -1.7 |
SPLV | Invesco S&P 500 Low Volatility ETF | 13.7 | 25 | -16 | 5.8 | -0.1 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 13.7 | 60 | -51 | 4.4 | -1.5 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 13.7 | 20 | -11 | 6.2 | +0.3 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 13.6 | 70 | -61 | 4.9 | -1.0 |
DIVL | Madison Dividend Value ETF | 13.6 | 65 | -56 | 5.8 | -0.1 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 13.5 | 30 | -21 | 4.4 | -1.5 |
ICAP | InfraCap Equity Income Fund ETF | 13.5 | 171 | -162 | 6.8 | +0.8 |
VOE | Vanguard Mid-Cap Value ETF | 13.5 | 7 | 2 | 7.3 | +1.4 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 13.5 | 20 | -11 | 4.9 | -1.0 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 13.4 | 45 | -36 | 4.5 | -1.4 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 13.4 | 16 | -7 | 5.8 | -0.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 13.3 | 9 | 0 | 5.0 | -1.0 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 13.3 | 11 | -2 | 5.0 | -0.9 |
USVT | US Value ETF | 13.3 | 49 | -40 | 11.2 | +5.2 |
FLV | American Century Focused Large Cap Value ETF | 13.2 | 42 | -33 | 6.5 | +0.5 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 13.2 | 75 | -66 | 4.6 | -1.3 |
VOO | Vanguard S&P 500 ETF | 13.1 | 3 | 6 | 5.1 | -0.8 |
USMV | iShares MSCI USA Min Vol Factor ETF | 13.1 | 15 | -6 | 5.9 | -0.0 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 13.1 | 29 | -20 | 5.0 | -1.0 |
ADME | Aptus Drawdown Managed Equity ETF | 13.1 | 79 | -70 | 4.3 | -1.7 |
SPY | SPDR S&P 500 ETF Trust | 13.1 | 9 | -0 | 5.1 | -0.9 |
IVV | iShares Core S&P 500 ETF | 13.1 | 3 | 6 | 5.1 | -0.8 |
ACVF | American Conservative Values ETF | 13.1 | 75 | -66 | 4.2 | -1.7 |
USMC | Principal U.S. Mega-Cap ETF | 13.0 | 12 | -3 | 4.7 | -1.2 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 13.0 | 35 | -26 | 5.8 | -0.1 |
VSLU | Applied Finance Valuation Large Cap ETF | 13.0 | 49 | -40 | 5.8 | -0.1 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 13.0 | 40 | -31 | 5.8 | -0.2 |
SPLG | SPDR Portfolio S&P 500 ETF | 13.0 | 2 | 7 | 5.1 | -0.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 13.0 | 9 | 0 | 5.7 | -0.2 |
GSPY | Gotham Enhanced 500 ETF | 13.0 | 50 | -41 | 5.2 | -0.7 |
LCF | Touchstone US Large Cap Focused ETF | 13.0 | 69 | -60 | 4.3 | -1.6 |
VLUE | iShares MSCI USA Value Factor ETF | 12.9 | 15 | -6 | 10.4 | +4.5 |
LEAD | Siren DIVCON Leaders Dividend ETF | 12.9 | 43 | -34 | 4.9 | -1.1 |
IWL | iShares Russell Top 200 ETF | 12.9 | 15 | -6 | 4.8 | -1.1 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 12.9 | 25 | -16 | 5.9 | +0.0 |
JHML | John Hancock Multifactor Large Cap ETF | 12.9 | 29 | -20 | 5.4 | -0.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 12.9 | 20 | -11 | 4.9 | -1.0 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 12.9 | 15 | -6 | 4.7 | -1.2 |
MGC | Vanguard Mega Cap ETF | 12.8 | 7 | 2 | 4.9 | -1.1 |
SHE | SPDR MSCI USA Gender Diversity ETF | 12.8 | 20 | -11 | 4.7 | -1.2 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 12.8 | 55 | -46 | 4.9 | -1.1 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 12.7 | 36 | -27 | 4.5 | -1.4 |
DVND | Touchstone Dividend Select ETF | 12.7 | 67 | -58 | 6.2 | +0.2 |
VFVA | Vanguard U.S. Value Factor ETF | 12.6 | 13 | -4 | 10.6 | +4.7 |
VV | Vanguard Large-Cap ETF | 12.6 | 4 | 5 | 5.0 | -0.9 |
FDRR | Fidelity Dividend ETF for Rising Rates | 12.6 | 15 | -6 | 7.0 | +1.1 |
SNPE | Xtrackers S&P 500 ESG ETF | 12.5 | 10 | -1 | 5.1 | -0.8 |
FVAL | Fidelity Value Factor ETF | 12.5 | 15 | -6 | 6.9 | +1.0 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 12.4 | 10 | -1 | 4.6 | -1.4 |
BPAY | BlackRock Future Financial and Technology ETF | 12.4 | 70 | -61 | 7.9 | +1.9 |
ABEQ | Absolute Select Value ETF | 12.4 | 85 | -76 | 4.8 | -1.1 |
FLLV | Franklin U.S. Low Volatility ETF | 12.4 | 29 | -20 | 5.7 | -0.2 |
JQUA | JPMorgan U.S. Quality Factor ETF | 12.3 | 12 | -3 | 5.5 | -0.5 |
OEF | iShares S&P 100 ETF | 12.3 | 20 | -11 | 4.8 | -1.1 |
QLC | FlexShares US Quality Large Cap Index Fund | 12.3 | 25 | -16 | 5.4 | -0.5 |
ILCB | iShares Morningstar U.S. Equity ETF | 12.3 | 3 | 6 | 5.1 | -0.9 |
RECS | Columbia Research Enhanced Core ETF | 12.3 | 15 | -6 | 5.4 | -0.5 |
VOTE | TCW Transform 500 ETF | 12.3 | 5 | 4 | 5.0 | -0.9 |
AVLV | Avantis U.S. Large Cap Value ETF | 12.3 | 15 | -6 | 7.4 | +1.5 |
DFND | Siren DIVCON Dividend Defender ETF | 12.2 | 189 | -180 | 3.9 | -2.1 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 12.2 | 9 | 0 | 4.9 | -1.1 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 12.2 | 2 | 7 | 5.1 | -0.9 |
SCHX | Schwab U.S. Large-Cap ETF | 12.2 | 3 | 6 | 5.1 | -0.9 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 12.1 | 7 | 2 | 5.0 | -0.9 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 12.1 | 7 | 2 | 5.0 | -0.9 |
MOAT | VanEck Morningstar Wide Moat ETF | 12.1 | 46 | -37 | 5.7 | -0.3 |
STRV | Strive 500 ETF | 12.1 | 5 | 4 | 5.0 | -0.9 |
EDOW | First Trust Dow 30 Equal Weight ETF | 12.1 | 50 | -41 | 6.4 | +0.4 |
PBUS | Invesco MSCI USA ETF | 12.1 | 4 | 5 | 5.1 | -0.8 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 12.1 | 39 | -30 | 8.3 | +2.4 |
VONE | Vanguard Russell 1000 ETF | 12.0 | 8 | 1 | 5.0 | -0.9 |
TMFC | Motley Fool 100 Index ETF | 12.0 | 50 | -41 | 3.7 | -2.2 |
DURA | VanEck Durable High Dividend ETF | 12.0 | 29 | -20 | 7.6 | +1.6 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 12.0 | 0 | 9 | 5.1 | -0.9 |
STXD | Strive 1000 Dividend Growth ETF | 12.0 | 35 | -26 | 5.3 | -0.6 |
ESGU | iShares ESG Aware MSCI USA ETF | 12.0 | 15 | -6 | 5.0 | -1.0 |
IWB | iShares Russell 1000 ETF | 12.0 | 15 | -6 | 4.9 | -1.0 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 12.0 | 3 | 6 | 5.2 | -0.7 |
RVRB | Reverb ETF | 11.9 | 30 | -21 | 4.8 | -1.1 |
SUSL | iShares ESG MSCI USA Leaders ETF | 11.9 | 10 | -1 | 4.9 | -1.1 |
QUAL | iShares MSCI USA Quality Factor ETF | 11.9 | 15 | -6 | 5.2 | -0.8 |
TOLL | Tema Monopolies and Oligopolies ETF | 11.9 | 75 | -66 | 2.3 | -3.7 |
SCHK | Schwab 1000 Index ETF | 11.8 | 5 | 4 | 5.1 | -0.8 |
IYY | iShares Dow Jones U.S. ETF | 11.8 | 20 | -11 | 4.9 | -1.1 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 11.8 | 10 | -1 | 4.9 | -1.0 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 11.8 | 65 | -56 | 7.8 | +1.9 |
DSI | iShares MSCI KLD 400 Social ETF | 11.8 | 25 | -16 | 4.9 | -1.0 |
KRMA | Global X Conscious Companies ETF | 11.8 | 43 | -34 | 5.5 | -0.4 |
DFUS | Dimensional U.S. Equity ETF | 11.7 | 9 | 0 | 5.0 | -1.0 |
JEPI | JPMorgan Equity Premium Income ETF | 11.6 | 35 | -26 | 5.3 | -0.7 |
IAK | iShares U.S. Insurance ETF | 11.6 | 40 | -31 | 6.1 | +0.1 |
VO | Vanguard Mid-Cap ETF | 11.6 | 4 | 5 | 5.7 | -0.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 11.5 | 10 | -1 | 5.3 | -0.7 |
UDI | USCF Dividend Income Fund | 11.5 | 65 | -56 | 7.2 | +1.2 |
EUSA | iShares MSCI USA Equal Weighted ETF | 11.5 | 9 | 0 | 5.9 | -0.1 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 11.5 | 60 | -51 | 5.4 | -0.6 |
ESGV | Vanguard ESG U.S. Stock ETF | 11.4 | 9 | 0 | 4.8 | -1.1 |
SFY | SoFi Select 500 ETF | 11.4 | 0 | 9 | 5.0 | -0.9 |
VTHR | Vanguard Russell 3000 ETF | 11.4 | 10 | -1 | 4.9 | -1.0 |
AVUS | Avantis U.S. Equity ETF | 11.4 | 15 | -6 | 5.9 | -0.0 |
SIZE | iShares MSCI USA Size Factor ETF | 11.4 | 15 | -6 | 5.8 | -0.1 |
IWV | iShares Russell 3000 ETF | 11.4 | 20 | -11 | 4.8 | -1.1 |
AUSF | Global X Adaptive U.S. Factor ETF | 11.3 | 27 | -18 | 7.6 | +1.7 |
SCHB | Schwab U.S. Broad Market ETF | 11.3 | 3 | 6 | 5.0 | -0.9 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 11.3 | 3 | 6 | 5.0 | -1.0 |
WTV | WisdomTree US Value Fund of Benef Interest | 11.3 | 12 | -3 | 8.5 | +2.5 |
VTI | Vanguard Total Stock Market ETF | 11.3 | 3 | 6 | 4.9 | -1.0 |
SPHB | Invesco S&P 500 High Beta ETF | 11.3 | 25 | -16 | 4.7 | -1.3 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 11.3 | 10 | -1 | 4.6 | -1.4 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 11.3 | 14 | -5 | 5.2 | -0.8 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 11.2 | 75 | -66 | 3.0 | -3.0 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 11.2 | 11 | -2 | 5.0 | -0.9 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 11.1 | 7 | 2 | 9.6 | +3.7 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 11.1 | 29 | -20 | 6.0 | +0.1 |
DFAU | Dimensional US Core Equity Market ETF | 11.0 | 12 | -3 | 5.2 | -0.7 |
RFFC | ALPS Active Equity Opportunity ETF | 11.0 | 48 | -39 | 4.4 | -1.5 |
XPND | First Trust Expanded Technology ETF | 11.0 | 65 | -56 | 3.9 | -2.0 |
APUE | ActivePassive U.S. Equity ETF | 10.9 | 45 | -36 | 4.9 | -1.1 |
IWS | iShares Russell Mid-Cap Value ETF | 10.8 | 23 | -14 | 6.5 | +0.5 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 10.8 | 67 | -58 | 9.3 | +3.4 |
ACSI | American Customer Satisfaction ETF | 10.8 | 65 | -56 | 5.0 | -0.9 |
DHS | WisdomTree U.S. High Dividend Fund | 10.6 | 38 | -29 | 8.8 | +2.9 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 10.6 | 38 | -29 | 6.7 | +0.8 |
FQAL | Fidelity Quality Factor ETF | 10.5 | 15 | -6 | 5.6 | -0.3 |
XLG | Invesco S&P 500 Top 50 ETF | 10.5 | 20 | -11 | 4.5 | -1.5 |
DFSU | Dimensional US Sustainability Core 1 ETF | 10.4 | 18 | -9 | 5.5 | -0.4 |
FDLO | Fidelity Low Volatility Factor ETF | 10.4 | 15 | -6 | 5.4 | -0.5 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 10.3 | 49 | -40 | 4.8 | -1.1 |
ULVM | VictoryShares US Value Momentum ETF | 10.3 | 20 | -11 | 7.2 | +1.3 |
CGUS | Capital Group Core Equity ETF | 10.2 | 33 | -24 | 4.6 | -1.3 |
IMCB | iShares Morningstar Mid-Cap ETF | 10.2 | 4 | 5 | 5.9 | +0.0 |
SPHQ | Invesco S&P 500 Quality ETF | 10.2 | 15 | -6 | 5.2 | -0.7 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 10.2 | 28 | -19 | 6.0 | +0.1 |
LRGF | iShares U.S. Equity Factor ETF | 10.1 | 8 | 1 | 5.7 | -0.2 |
KOIN | Capital Link Global Fintech Leaders ETF | 10.0 | 75 | -66 | 4.8 | -1.2 |
MAGA | Point Bridge America First ETF | 10.0 | 72 | -63 | 6.2 | +0.3 |
DUHP | Dimensional US High Profitability ETF | 9.9 | 21 | -12 | 6.8 | +0.9 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 9.9 | 25 | -16 | 5.5 | -0.4 |
JSTC | Adasina Social Justice All Cap Global ETF | 9.9 | 89 | -80 | 4.5 | -1.4 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 9.9 | 9 | 0 | 5.6 | -0.3 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 9.8 | 50 | -41 | 4.4 | -1.6 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 9.8 | 17 | -8 | 5.5 | -0.4 |
FDWM | Fidelity Women's Leadership ETF | 9.8 | 59 | -50 | 4.7 | -1.2 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 9.6 | 45 | -36 | 9.7 | +3.8 |
BKWO | BNY Mellon Women's Opportunities ETF | 9.6 | 50 | -41 | 3.5 | -2.4 |
AFLG | First Trust Active Factor Large Cap ETF | 9.5 | 55 | -46 | 6.0 | +0.1 |
SUSA | iShares MSCI USA ESG Select ETF | 9.4 | 25 | -16 | 5.0 | -0.9 |
ETHO | Etho Climate Leadership U.S. ETF | 9.4 | 47 | -38 | 3.9 | -2.1 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 9.4 | 75 | -66 | 4.7 | -1.3 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 9.3 | 55 | -46 | 4.0 | -1.9 |
FDMO | Fidelity Momentum Factor ETF | 9.3 | 15 | -6 | 3.4 | -2.6 |
DWLD | Davis Select Worldwide ETF | 9.3 | 63 | -54 | 5.7 | -0.3 |
DTEC | ALPS Disruptive Technologies ETF | 9.3 | 50 | -41 | 3.5 | -2.4 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 9.3 | 61 | -52 | -0.3 | -6.3 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 9.3 | 7 | 2 | 9.6 | +3.7 |
SSPY | Syntax Stratified LargeCap ETF | 9.2 | 30 | -21 | 6.4 | +0.4 |
KOCG | FIS Knights of Columbus Global Belief ETF | 9.2 | 75 | -66 | 5.0 | -0.9 |
SXQG | ETC 6 Meridian Quality Growth ETF | 9.2 | 100 | -91 | 4.0 | -1.9 |
VNSE | Natixis Vaughan Nelson Select ETF | 9.2 | 80 | -71 | 3.2 | -2.7 |
HDUS | Hartford Disciplined US Equity ETF | 9.1 | 19 | -10 | 6.1 | +0.1 |
ESGS | Columbia U.S. ESG Equity Income ETF | 9.1 | 35 | -26 | 6.2 | +0.3 |
TOK | iShares MSCI Kokusai ETF | 9.1 | 26 | -17 | 5.1 | -0.8 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 9.0 | 65 | -56 | 4.1 | -1.8 |
PWB | Invesco Large Cap Growth ETF | 9.0 | 56 | -47 | 3.0 | -3.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 9.0 | 12 | -3 | 4.9 | -1.0 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 9.0 | 59 | -50 | 3.1 | -2.8 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 9.0 | 18 | -9 | 6.1 | +0.2 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 8.9 | 9 | 0 | 5.3 | -0.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 8.9 | 30 | -21 | 5.9 | -0.1 |
KBWP | Invesco KBW Property & Casualty Insurance ETF | 8.8 | 35 | -26 | 5.7 | -0.2 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 8.8 | 12 | -3 | 4.3 | -1.7 |
IWR | iShares Russell Midcap ETF | 8.8 | 19 | -10 | 5.5 | -0.4 |
FSST | Fidelity Sustainable U.S. Equity ETF | 8.6 | 59 | -50 | 4.7 | -1.2 |
MOTE | VanEck Morningstar ESG Moat ETF | 8.6 | 49 | -40 | 4.9 | -1.0 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 8.5 | 60 | -51 | 5.8 | -0.1 |
URTH | iShares MSCI World ETF | 8.5 | 24 | -15 | 5.2 | -0.7 |
ROUS | Hartford Multifactor US Equity ETF | 8.4 | 19 | -10 | 6.2 | +0.3 |
DSTL | Distillate US Fundamental Stability & Value ETF | 8.4 | 39 | -30 | 7.5 | +1.6 |
JOET | Virtus Terranova US Quality Momentum ETF | 8.3 | 29 | -20 | 4.9 | -1.1 |
DEW | WisdomTree Global High Dividend Fund | 8.3 | 58 | -49 | 9.0 | +3.0 |
MBOX | Freedom Day Dividend ETF | 8.3 | 39 | -30 | 7.6 | +1.7 |
SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 8.3 | 15 | -6 | 6.9 | +0.9 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 8.2 | 25 | -16 | 5.9 | -0.1 |
SCHD | Schwab US Dividend Equity ETF | 8.2 | 6 | 3 | 8.1 | +2.2 |
MBCC | Monarch Blue Chips Core ETF | 8.2 | 125 | -116 | 3.1 | -2.9 |
GDEF | Goldman Sachs Defensive Equity ETF | 8.2 | 55 | -46 | 4.3 | -1.6 |
DGT | SPDR Global Dow ETF | 8.1 | 50 | -41 | 6.6 | +0.6 |
FTCS | First Trust Capital Strength ETF | 8.1 | 55 | -46 | 5.3 | -0.6 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 8.0 | 42 | -33 | 4.9 | -1.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 8.0 | 15 | -6 | 5.7 | -0.2 |
RUNN | Running Oak Efficient Growth ETF | 7.9 | 58 | -49 | 4.6 | -1.3 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 7.9 | 20 | -11 | 5.3 | -0.6 |
PSET | Principal Quality ETF | 7.9 | 15 | -6 | 5.4 | -0.5 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 7.9 | 9 | 0 | 5.5 | -0.5 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 7.9 | 19 | -10 | 6.3 | +0.4 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 7.8 | 15 | -6 | 4.7 | -1.2 |
QGRW | WisdomTree U.S. Quality Growth Fund | 7.8 | 28 | -19 | 4.3 | -1.6 |
VUSE | Vident U.S. Equity Strategy ETF | 7.8 | 50 | -41 | 4.5 | -1.4 |
NULG | Nuveen ESG Large-Cap Growth ETF | 7.7 | 26 | -17 | 4.1 | -1.8 |
ACWI | iShares MSCI ACWI ETF | 7.7 | 32 | -23 | 5.3 | -0.6 |
PKW | Invesco Buyback Achievers ETF | 7.6 | 62 | -53 | 7.8 | +1.9 |
VOOG | Vanguard S&P 500 Growth ETF | 7.6 | 10 | -1 | 5.1 | -0.8 |
SPMO | Invesco S&P 500 Momentum ETF | 7.6 | 13 | -4 | 3.9 | -2.0 |
STXG | Strive 1000 Growth ETF | 7.6 | 18 | -9 | 4.0 | -1.9 |
PDP | Invesco Dorsey Wright Momentum ETF | 7.6 | 62 | -53 | 3.4 | -2.5 |
BGIG | Bahl & Gaynor Income Growth ETF | 7.5 | 45 | -36 | 5.3 | -0.7 |
JHMM | John Hancock Multifactor Mid Cap ETF | 7.4 | 42 | -33 | 6.4 | +0.5 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 7.2 | 40 | -31 | 3.8 | -2.1 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 7.2 | 50 | -41 | 8.1 | +2.2 |
BUYZ | Franklin Disruptive Commerce ETF | 7.1 | 50 | -41 | 1.8 | -4.1 |
GDVD | R3 Global Dividend Growth ETF | 7.0 | 88 | -79 | 5.7 | -0.2 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 7.0 | 52 | -43 | 5.7 | -0.2 |
SQEW | LeaderShares Equity Skew ETF | 7.0 | 81 | -72 | 6.0 | +0.1 |
VT | Vanguard Total World Stock ETF | 7.0 | 7 | 2 | 5.0 | -1.0 |
BTHM | BlackRock Future U.S. Themes ETF | 6.9 | 60 | -51 | 4.5 | -1.4 |
FTGS | First Trust Growth Strength ETF | 6.9 | 60 | -51 | 6.1 | +0.2 |
FDG | American Century Focused Dynamic Growth ETF | 6.9 | 45 | -36 | 2.5 | -3.5 |
FLRG | Fidelity U.S. Multifactor ETF | 6.8 | 15 | -6 | 6.8 | +0.9 |
NTZG | Nuveen Global Net Zero Transition ETF | 6.8 | 56 | -47 | 4.9 | -1.1 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 6.7 | 75 | -66 | 3.6 | -2.3 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 6.7 | 20 | -11 | 6.6 | +0.6 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 6.7 | 60 | -51 | 7.6 | +1.7 |
TMFG | Motley Fool Global Opportunities ETF | 6.7 | 85 | -76 | 3.2 | -2.7 |
HDV | iShares Core High Dividend ETF | 6.6 | 8 | 1 | 8.4 | +2.5 |
HKND | Humankind US Stock ETF | 6.6 | 11 | -2 | 6.7 | +0.7 |
DVY | iShares Select Dividend ETF | 6.6 | 38 | -29 | 8.8 | +2.9 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 6.6 | 75 | -66 | 6.4 | +0.4 |
TIME | Clockwise Core Equity & Innovation ETF | 6.6 | 100 | -91 | 2.0 | -3.9 |
BLOK | Amplify Transformational Data Sharing ETF | 6.5 | 75 | -66 | 1.1 | -4.8 |
FPAG | FPA Global Equity ETF | 6.5 | 49 | -40 | 5.5 | -0.4 |
GLOF | iShares Global Equity Factor ETF | 6.5 | 20 | -11 | 7.1 | +1.2 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 6.5 | 59 | -50 | 2.6 | -3.3 |
DEUS | Xtrackers Russell US Multifactor ETF | 6.5 | 17 | -8 | 6.9 | +1.0 |
FDVV | Fidelity High Dividend ETF | 6.4 | 15 | -6 | 8.5 | +2.6 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 6.3 | 39 | -30 | 10.8 | +4.9 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 6.3 | 75 | -66 | 4.6 | -1.4 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 6.3 | 12 | -3 | 4.6 | -1.3 |
QLV | FlexShares US Quality Low Volatility Index Fund | 6.3 | 22 | -13 | 5.0 | -0.9 |
JHDV | John Hancock U.S. High Dividend ETF | 6.3 | 34 | -25 | 6.3 | +0.4 |
ILCG | iShares Morningstar Growth ETF | 6.3 | 4 | 5 | 3.8 | -2.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 6.3 | 4 | 5 | 4.0 | -1.9 |
GDIV | Harbor Dividend Growth Leaders ETF | 6.3 | 50 | -41 | 6.0 | +0.1 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 6.3 | 50 | -41 | 3.3 | -2.6 |
TTAC | FCF US Quality ETF | 6.2 | 59 | -50 | 6.3 | +0.4 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 6.2 | 80 | -71 | 5.6 | -0.4 |
CAML | Congress Large Cap Growth ETF | 6.2 | 66 | -57 | 3.4 | -2.6 |
MGK | Vanguard Mega Cap Growth ETF | 6.2 | 7 | 2 | 4.1 | -1.9 |
USMF | WisdomTree U.S. Multifactor Fund | 6.2 | 28 | -19 | 6.7 | +0.8 |
HLGE | Hartford Longevity Economy ETF | 6.1 | 44 | -35 | 6.3 | +0.4 |
QDF | FlexShares Quality Dividend Index Fund | 6.0 | 37 | -28 | 4.9 | -1.0 |
FLDZ | RiverNorth Patriot ETF | 6.0 | 75 | -66 | 5.8 | -0.1 |
IOO | iShares Global 100 ETF | 6.0 | 41 | -32 | 4.7 | -1.3 |
TDV | ProShares S&P Technology Dividend Aristocrats ETF | 6.0 | 45 | -36 | 6.0 | +0.1 |
GINN | Goldman Sachs Innovate Equity ETF | 5.9 | 52 | -43 | 2.8 | -3.2 |
WLDR | Affinity World Leaders Equity ETF | 5.9 | 67 | -58 | 8.2 | +2.3 |
FVD | First Trust Value Line Dividend Index Fund | 5.9 | 65 | -56 | 5.9 | -0.1 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 5.9 | 18 | -9 | 7.5 | +1.6 |
HOMZ | Hoya Capital Housing ETF | 5.8 | 30 | -21 | 7.9 | +2.0 |
IWY | iShares Russell Top 200 Growth ETF | 5.8 | 20 | -11 | 4.5 | -1.4 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.8 | 37 | -28 | 4.7 | -1.2 |
VFQY | Vanguard U.S. Quality Factor ETF | 5.8 | 13 | -4 | 6.8 | +0.9 |
BFOR | ALPS Barron's 400 ETF | 5.8 | 65 | -56 | 7.2 | +1.3 |
WBIY | WBI Power Factor High Dividend ETF | 5.8 | 100 | -91 | 11.0 | +5.1 |
JVAL | JPMorgan U.S. Value Factor ETF | 5.8 | 12 | -3 | 8.2 | +2.2 |
IUS | Invesco RAFI Strategic US ETF | 5.7 | 19 | -10 | 7.1 | +1.1 |
CACG | ClearBridge All Cap Growth ESG ETF | 5.7 | 54 | -45 | 3.1 | -2.8 |
VUG | Vanguard Growth ETF | 5.7 | 4 | 5 | 4.0 | -2.0 |
IETC | iShares U.S. Tech Independence Focused ETF | 5.6 | 18 | -9 | 4.0 | -1.9 |
VONG | Vanguard Russell 1000 Growth ETF | 5.6 | 8 | 1 | 4.5 | -1.4 |
FCPI | Fidelity Stocks for Inflation ETF | 5.6 | 15 | -6 | 8.7 | +2.7 |
IWF | iShares Russell 1000 Growth ETF | 5.6 | 19 | -10 | 4.4 | -1.5 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 5.6 | 20 | -11 | 10.0 | +4.0 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 5.5 | 29 | -20 | 9.1 | +3.1 |
CGGR | Capital Group Growth ETF | 5.5 | 39 | -30 | 3.3 | -2.7 |
BITQ | Bitwise Crypto Industry Innovators ETF | 5.5 | 85 | -76 | -4.6 | -10.5 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 5.4 | 15 | -6 | 6.7 | +0.8 |
VFMF | Vanguard U.S. Multifactor ETF | 5.4 | 18 | -9 | 8.5 | +2.5 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 5.3 | 58 | -49 | 5.2 | -0.7 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 5.3 | 52 | -43 | 5.3 | -0.7 |
JGRO | JPMorgan Active Growth ETF | 5.3 | 44 | -35 | 3.2 | -2.7 |
IAT | iShares U.S. Regional Banks ETF | 5.3 | 40 | -31 | 11.1 | +5.2 |
CVAR | Cultivar ETF | 5.2 | 87 | -78 | 7.1 | +1.1 |
IVW | iShares S&P 500 Growth ETF | 5.2 | 18 | -9 | 4.2 | -1.7 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 5.2 | 4 | 5 | 4.3 | -1.6 |
FOVL | iShares Focused Value Factor ETF | 5.2 | 25 | -16 | 10.0 | +4.1 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 5.2 | 20 | -11 | 6.9 | +1.0 |
CWS | AdvisorShares Focused Equity ETF | 5.2 | 84 | -75 | 4.6 | -1.3 |
BUZZ | VanEck Social Sentiment ETF | 5.2 | 75 | -66 | 0.1 | -5.8 |
DIVS | SmartETFs Dividend Builder ETF | 5.2 | 65 | -56 | 4.5 | -1.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 5.1 | 6 | 3 | 4.1 | -1.9 |
ROE | Astoria US Quality Kings ETF | 5.0 | 49 | -40 | 7.7 | +1.7 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 5.0 | 61 | -52 | 6.0 | +0.1 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 5.0 | 49 | -40 | 10.5 | +4.6 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 4.9 | 18 | -9 | 4.1 | -1.9 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 4.9 | 35 | -26 | 6.1 | +0.2 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 4.9 | 52 | -43 | 8.5 | +2.5 |
IUSG | iShares Core S&P U.S. Growth ETF | 4.9 | 4 | 5 | 4.4 | -1.6 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 4.9 | 56 | -47 | 4.9 | -1.0 |
GURU | Global X Guru Index ETF | 4.9 | 75 | -66 | 3.8 | -2.2 |
LCLG | Logan Capital Broad Innovative Growth ETF | 4.9 | 99 | -90 | 4.4 | -1.5 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 4.8 | 30 | -21 | 7.6 | +1.7 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 4.8 | 90 | -81 | 8.0 | +2.1 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 4.7 | 20 | -11 | 6.0 | +0.1 |
ITAN | Sparkline Intangible Value ETF | 4.7 | 50 | -41 | 5.8 | -0.1 |
RUFF | Alpha Dog ETF | 4.7 | 94 | -85 | 4.6 | -1.3 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 4.7 | 15 | -6 | 10.0 | +4.1 |
BOUT | Innovator IBD Breakout Opportunities ETF | 4.6 | 81 | -72 | 4.2 | -1.8 |
FDIG | Fidelity Crypto Industry and Digital Payments ETF | 4.6 | 39 | -30 | -1.4 | -7.3 |
INFL | Horizon Kinetics Inflation Beneficiaries ETF | 4.6 | 85 | -76 | 5.6 | -0.4 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 4.6 | 75 | -66 | 2.9 | -3.0 |
SFYF | SoFi Social 50 ETF | 4.5 | 29 | -20 | -1.2 | -7.1 |
ISHP | First Trust Nasdaq Retail ETF | 4.5 | 60 | -51 | 3.0 | -2.9 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 4.4 | 24 | -15 | 7.9 | +1.9 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 4.4 | 80 | -71 | 4.4 | -1.5 |
FINX | Global X FinTech ETF | 4.3 | 68 | -59 | 2.8 | -3.1 |
SRHQ | SRH U.S. Quality ETF | 4.3 | 35 | -26 | 7.7 | +1.8 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 4.3 | 29 | -20 | 7.9 | +2.0 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 4.3 | 75 | -66 | 2.9 | -3.0 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 4.3 | 52 | -43 | 6.5 | +0.5 |
BIBL | Inspire 100 ETF | 4.3 | 35 | -26 | 4.6 | -1.3 |
BLES | Inspire Global Hope ETF | 4.2 | 61 | -52 | 6.2 | +0.2 |
SPGP | Invesco S&P 500 GARP ETF | 4.1 | 34 | -25 | 8.4 | +2.5 |
STCE | Schwab Crypto Thematic ETF | 4.1 | 30 | -21 | -5.0 | -10.9 |
GGRW | Gabelli Growth Innovators ETF | 4.0 | 90 | -81 | 2.0 | -3.9 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 4.0 | 31 | -22 | 7.3 | +1.4 |
AOTG | AOT Growth and Innovation ETF | 4.0 | 75 | -66 | 2.9 | -3.1 |
QDIV | Global X S&P 500 Quality Dividend ETF | 3.9 | 20 | -11 | 8.6 | +2.7 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 3.9 | 65 | -56 | 9.3 | +3.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 3.9 | 106 | -97 | 10.3 | +4.4 |
MDLV | Morgan Dempsey Large Cap Value ETF | 3.8 | 58 | -49 | 8.6 | +2.7 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 3.8 | 20 | -11 | 7.7 | +1.8 |
GVLU | Gotham 1000 Value ETF | 3.8 | 50 | -41 | 7.4 | +1.5 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 3.8 | 64 | -55 | 1.9 | -4.0 |
SDY | SPDR S&P Dividend ETF | 3.8 | 35 | -26 | 6.4 | +0.5 |
CGDV | Capital Group Dividend Value ETF | 3.8 | 33 | -24 | 5.7 | -0.3 |
SYLD | Cambria Shareholder Yield ETF | 3.8 | 59 | -50 | 11.4 | +5.5 |
INNO | Harbor Disruptive Innovation ETF | 3.7 | 75 | -66 | -3.6 | -9.5 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 3.6 | 80 | -71 | 5.0 | -0.9 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 3.6 | 60 | -51 | 9.8 | +3.9 |
BCDF | Horizon Kinetics Blockchain Development ETF | 3.6 | 85 | -76 | -0.6 | -6.6 |
OALC | OneAscent Large Cap Core ETF | 3.5 | 86 | -77 | 5.8 | -0.2 |
WCEO | Hypatia Women CEO ETF | 3.4 | 85 | -76 | 5.7 | -0.2 |
IPDP | Dividend Performers ETF | 3.4 | 122 | -113 | 4.6 | -1.3 |
XDAT | Franklin Exponential Data ETF | 3.4 | 50 | -41 | 2.6 | -3.3 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 3.4 | 15 | -6 | 6.6 | +0.7 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 3.3 | 13 | -4 | 5.2 | -0.7 |
CGGO | Capital Group Global Growth Equity ETF | 3.3 | 47 | -38 | 4.0 | -1.9 |
TMDV | ProShares Russell US Dividend Growers ETF | 3.3 | 35 | -26 | 6.4 | +0.5 |
MTUM | iShares MSCI USA Momentum Factor ETF | 3.2 | 15 | -6 | 3.4 | -2.5 |
SATO | Invesco Alerian Galaxy Crypto Economy ETF | 3.1 | 61 | -52 | -7.2 | -13.1 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 3.1 | 106 | -97 | 2.8 | -3.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 3.0 | 23 | -14 | 3.6 | -2.3 |
BWEB | Bitwise Web3 ETF | 3.0 | 85 | -76 | 0.8 | -5.1 |
SMOT | VanEck Morningstar SMID Moat ETF | 2.9 | 49 | -40 | 7.0 | +1.1 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 2.9 | 85 | -76 | 5.1 | -0.8 |
YALL | God Bless America ETF | 2.8 | 65 | -56 | 3.5 | -2.4 |
SPDV | AAM S&P 500 High Dividend Value ETF | 2.8 | 29 | -20 | 10.3 | +4.4 |
DIVY | Sound Equity Dividend Income ETF | 2.8 | 45 | -36 | 11.0 | +5.1 |
SCHM | Schwab U.S. Mid-Cap ETF | 2.8 | 4 | 5 | 6.1 | +0.2 |
KONG | Formidable Fortress ETF | 2.8 | 89 | -80 | 5.9 | 0.0 |
MILN | Global X Millennial Consumer ETF | 2.8 | 50 | -41 | 2.3 | -3.6 |
PRAY | FIS Christian Stock Fund | 2.8 | 69 | -60 | 5.7 | -0.2 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 2.6 | 60 | -51 | 9.8 | +3.9 |
CZA | Invesco Zacks Mid-Cap ETF | 2.6 | 72 | -63 | 6.2 | +0.2 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 2.6 | 15 | -6 | 5.0 | -0.9 |
ANEW | ProShares MSCI Transformational Changes ETF | 2.5 | 45 | -36 | 3.2 | -2.7 |
SDOG | ALPS Sector Dividend Dogs ETF | 2.5 | 36 | -27 | 9.3 | +3.4 |
KOMP | SPDR S&P Kensho New Economies Composite ETF | 2.5 | 20 | -11 | 2.0 | -3.9 |
DEMZ | Democratic Large Cap Core ETF | 2.4 | 45 | -36 | 3.9 | -2.0 |
VSDA | VictoryShares Dividend Accelerator ETF | 2.4 | 35 | -26 | 5.9 | -0.0 |
AIEQ | AI Powered Equity ETF | 2.3 | 75 | -66 | 5.4 | -0.5 |
KRE | SPDR S&P Regional Banking ETF | 2.3 | 35 | -26 | 11.8 | +5.9 |
TPHD | Timothy Plan High Dividend Stock ETF | 2.2 | 52 | -43 | 6.3 | +0.4 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 2.2 | 54 | -45 | 6.3 | +0.4 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.2 | 65 | -56 | 0.5 | -5.4 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 2.1 | 108 | -99 | 4.0 | -1.9 |
CBSE | Clough Select Equity ETF | 2.1 | 85 | -76 | -1.3 | -7.2 |
TXS | Texas Capital Texas Equity Index ETF | 2.1 | 49 | -40 | 5.5 | -0.5 |
VOT | Vanguard Mid-Cap Growth ETF | 2.1 | 7 | 2 | 4.0 | -1.9 |
VFMO | Vanguard U.S. Momentum Factor ETF | 2.0 | 13 | -4 | 2.7 | -3.2 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 2.0 | 60 | -51 | 6.7 | +0.8 |
SMMD | iShares Russell 2500 ETF | 1.9 | 15 | -6 | 5.9 | -0.1 |
FBCG | Fidelity Blue Chip Growth ETF | 1.9 | 59 | -50 | 2.3 | -3.6 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.8 | 65 | -56 | 4.0 | -2.0 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 1.8 | 79 | -70 | 6.1 | +0.2 |
QGRO | American Century U.S. Quality Growth ETF | 1.7 | 29 | -20 | 4.9 | -1.0 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 1.7 | 35 | -26 | 6.9 | +1.0 |
TRFM | AAM Transformers ETF | 1.7 | 49 | -40 | 1.4 | -4.5 |
PRN | Invesco Dorsey Wright Industrials Momentum ETF | 1.6 | 60 | -51 | 4.9 | -1.0 |
GK | AdvisorShares Gerber Kawasaki ETF | 1.6 | 75 | -66 | 2.9 | -3.0 |
PSP | Invesco Global Listed Private Equity ETF | 1.6 | 106 | -97 | 9.5 | +3.6 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 1.5 | 21 | -12 | 3.7 | -2.3 |
FFND | Future Fund Active ETF | 1.4 | 100 | -91 | 0.2 | -5.8 |
VALQ | American Century U.S. Quality Value ETF | 1.4 | 29 | -20 | 7.1 | +1.2 |
DON | WisdomTree U.S. MidCap Dividend Fund | 1.4 | 38 | -29 | 8.6 | +2.7 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 1.3 | 31 | -22 | 3.4 | -2.6 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.3 | 4 | 5 | 6.0 | +0.1 |
RNMC | First Trust Mid Cap US Equity Select ETF | 1.2 | 60 | -51 | 7.7 | +1.8 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 1.2 | 30 | -21 | 7.6 | +1.7 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.2 | 60 | -51 | 6.8 | +0.9 |
IBLC | iShares Blockchain and Tech ETF | 1.2 | 47 | -38 | -1.4 | -7.4 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 1.2 | 60 | -51 | 5.1 | -0.8 |
GFOF | Grayscale Future of Finance ETF | 1.2 | 70 | -61 | -4.1 | -10.0 |
BKCH | Global X Blockchain ETF | 1.2 | 50 | -41 | -5.2 | -11.2 |
WCLD | WisdomTree Cloud Computing Fund | 1.2 | 45 | -36 | 1.1 | -4.8 |
IBUY | Amplify Online Retail ETF | 1.2 | 65 | -56 | 1.6 | -4.4 |
PNQI | Invesco NASDAQ Internet ETF | 1.2 | 60 | -51 | 2.2 | -3.7 |
FDN | First Trust Dow Jones Internet Index Fund | 1.2 | 52 | -43 | 1.6 | -4.3 |
TMFM | Motley Fool Mid-Cap Growth ETF | 1.1 | 85 | -76 | 3.0 | -2.9 |
IEDI | iShares U.S. Consumer Focused ETF | 1.1 | 18 | -9 | 4.5 | -1.4 |
VAMO | Cambria Value & Momentum ETF | 1.1 | 61 | -52 | 10.2 | +4.2 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 1.1 | 27 | -18 | 8.5 | +2.6 |
TMFX | Motley Fool Next Index ETF | 1.0 | 50 | -41 | 3.2 | -2.7 |
DARP | Grizzle Growth ETF | 1.0 | 75 | -66 | 4.9 | -1.1 |
VBR | Vanguard Small Cap Value ETF | 1.0 | 7 | 2 | 8.1 | +2.2 |
TTAI | FCF International Quality ETF | 1.0 | 59 | -50 | 6.7 | +0.8 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 1.0 | 58 | -49 | 4.4 | -1.6 |
VB | Vanguard Small-Cap ETF | 1.0 | 5 | 4 | 5.3 | -0.7 |
RPG | Invesco S&P 500 Pure Growth ETF | 1.0 | 35 | -26 | 3.3 | -2.7 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 1.0 | 384 | -375 | 9.1 | +3.2 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 0.9 | 75 | -66 | 3.1 | -2.8 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 0.9 | 35 | -26 | 4.6 | -1.3 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.9 | 60 | -51 | 6.0 | +0.1 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.9 | 70 | -61 | 9.4 | +3.5 |
COWS | Amplify Cash Flow Dividend Leaders ETF | 0.9 | 0 | 9 | 12.1 | +6.1 |
ADIV | SmartETFs Asia Pacific Dividend Builder ETF | 0.8 | 78 | -69 | 8.7 | +2.8 |
FDIV | MarketDesk Focused U.S. Dividend ETF | 0.8 | 35 | -26 | 8.5 | +2.6 |
ARKF | ARK Fintech Innovation ETF | 0.8 | 75 | -66 | -2.3 | -8.2 |
NBCC | Neuberger Berman Next Generation Connected Consumer ETF | 0.8 | 56 | -47 | 0.0 | -5.9 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 0.7 | 30 | -21 | 9.7 | +3.8 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 0.7 | 15 | -6 | 6.0 | +0.1 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 0.7 | 56 | -47 | 13.8 | +7.9 |
FSMD | Fidelity Small-Mid Multifactor ETF | 0.7 | 15 | -6 | 7.2 | +1.3 |
MVPS | Amplify Thematic All-Stars ETF | 0.6 | 49 | -40 | 1.5 | -4.4 |
ISMD | Inspire Small/Mid Cap ETF | 0.6 | 54 | -45 | 6.0 | +0.1 |
KLDW | Knowledge Leaders Developed World ETF | 0.6 | 75 | -66 | 4.7 | -1.2 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.6 | 28 | -19 | 8.2 | +2.3 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 0.6 | 14 | -5 | 6.0 | +0.0 |
QQMG | Invesco ESG NASDAQ 100 ETF | 0.5 | 20 | -11 | 4.5 | -1.4 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.5 | 65 | -56 | 7.5 | +1.6 |
VIDI | Vident International Equity Strategy ETF | 0.5 | 61 | -52 | 11.3 | +5.4 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.5 | 6 | 3 | 8.1 | +2.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.5 | 7 | 2 | 5.6 | -0.3 |
QQQ | Invesco QQQ Trust Series I | 0.5 | 20 | -11 | 4.5 | -1.5 |
ISCB | iShares Morningstar Small-Cap ETF | 0.5 | 4 | 5 | 5.2 | -0.7 |
QQQM | Invesco NASDAQ 100 ETF | 0.5 | 15 | -6 | 4.5 | -1.4 |
PID | Invesco International Dividend Achievers ETF | 0.5 | 53 | -44 | 7.4 | +1.5 |
EZM | WisdomTree U.S. MidCap Fund | 0.5 | 38 | -29 | 8.2 | +2.2 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.5 | 15 | -6 | 5.9 | -0.0 |
SFYX | SoFi Next 500 ETF | 0.5 | 0 | 9 | 5.5 | -0.5 |
XT | iShares Exponential Technologies ETF | 0.5 | 46 | -37 | 3.7 | -2.2 |
HLAL | Wahed FTSE USA Shariah ETF | 0.4 | 50 | -41 | 4.8 | -1.1 |
SCAP | InfraCap Small Cap Income ETF | 0.4 | 135 | -126 | 0.0 | -5.9 |
VBK | Vanguard Small-Cap Growth ETF | 0.4 | 7 | 2 | 1.4 | -4.5 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.3 | 17 | -8 | 5.4 | -0.5 |
DIHP | Dimensional International High Profitability ETF | 0.3 | 29 | -20 | 6.9 | +0.9 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 0.3 | 75 | -66 | 5.1 | -0.8 |
WRND | IQ Global Equity R&D Leaders ETF | 0.3 | 18 | -9 | 6.9 | +1.0 |
CRPT | First Trust SkyBridge Crypto Industry & Digital Economy ETF | 0.3 | 85 | -76 | -1.2 | -7.1 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.3 | 25 | -16 | 6.6 | +0.7 |
DFAS | Dimensional U.S. Small Cap ETF | 0.3 | 26 | -17 | 5.9 | -0.0 |
DFSV | Dimensional US Small Cap Value ETF | 0.2 | 31 | -22 | 8.8 | +2.9 |
WDIV | SPDR S&P Global Dividend ETF | 0.2 | 40 | -31 | 9.6 | +3.7 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.2 | 15 | -6 | 4.5 | -1.4 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 0.2 | 20 | -11 | 5.0 | -1.0 |
JHSC | John Hancock Multifactor Small Cap ETF | 0.2 | 42 | -33 | 6.1 | +0.1 |
DIP | BTD Capital Fund | 0.2 | 129 | -120 | 6.6 | +0.7 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.2 | 6 | 3 | 2.4 | -3.6 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.1 | 95 | -86 | 1.5 | -4.4 |
OUSM | ALPS O'Shares US Small-Cap Quality Dividend ETF | 0.1 | 48 | -39 | 5.4 | -0.5 |
TEQI | T. Rowe Price Equity Income ETF | 0.1 | 54 | -45 | 4.1 | -1.9 |
ACTV | LeaderShares Activist Leaders ETF | 0.1 | 75 | -66 | 7.9 | +2.0 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.1 | 25 | -16 | 8.7 | +2.8 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.1 | 25 | -16 | 10.1 | +4.2 |
NUSC | Nuveen ESG Small-Cap ETF | 0.1 | 31 | -22 | 5.0 | -0.9 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.1 | 70 | -61 | 1.7 | -4.2 |
TGRW | T. Rowe Price Growth Stock ETF | 0.1 | 52 | -43 | 4.0 | -2.0 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.1 | 39 | -30 | 4.1 | -1.8 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.1 | 50 | -41 | 4.8 | -1.2 |
TCHP | T. Rowe Price Blue Chip Growth ETF | 0.1 | 57 | -48 | 3.4 | -2.6 |
ARB | AltShares Merger Arbitrage ETF | -1.6 | 77 | -68 | 0.6 | -5.4 |
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 | ** | ** | ** | ** | ** | ** | ** |
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
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: |
Financial Select Sector SPDR Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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