Financial Select Sector SPDR Fund
ALTAR
Score™		 6.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.0x P/Sales
ratio		 3.3x
P/BV
ratio		 2.0x 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) $52,339
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 73
Wgt avg mkt cap (mns) $417,863
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 13.8 %
JPMORGAN CHASE & CO 9.6 %
VISA INC. CLASS A 8.4 %
MASTERCARD INCORPORATED CLASS A 6.3 %
BANK OF AMERICA CORP 4.0 %
WELLS FARGO & CO 3.5 %
GOLDMAN SACHS GROUP INC 2.5 %
PROGRESSIVE CORP 2.4 %
S&P GLOBAL, INC. 2.3 %
AMERICAN EXPRESS CO 2.2 %
Total 55.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.4 %
SWITZERLAND 1.6 %
IRELAND 1.2 %
BERMUDA 0.7 %
BRITAIN 0.5 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
8.0% 31.4% 16.7% 14.8% 7.2%

Market Correlations
versus... Beta R-squared
S&P500 0.99 68%
MSCI EAFE 0.92 60%
MSCI Emg. Mkts. 0.60 25%

Technical Indicators
Recent close $50.16
30d moving avg. $50.03
Annualized volatility 20.6%
Short interest (ETF) 7.2%
Short interest (Underlying) 1.4%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 52,438
Turnover 5.0%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 626 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: 8 bp ALTAR Score™: 6.0%


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
(%)
FNCL Fidelity MSCI Financials Index ETF 83.4 8 -0 6.6 +0.6
VFH Vanguard Financials ETF 82.2 10 -2 6.6 +0.7
IYG iShares US Financial Services ETF 79.2 40 -32 6.2 +0.2
IYF iShares U.S. Financials ETF 76.7 40 -32 6.6 +0.6
IXG iShares Global Financials ETF 56.8 42 -34 7.2 +1.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 55.3 40 -32 6.9 +1.0
KBWB Invesco KBW Bank ETF 30.0 35 -27 9.1 +3.1
DFNL Davis Select Financial ETF 29.9 63 -55 8.4 +2.4
USCF Themes US Cash Flow Champions ETF 29.5 29 -21 6.6 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 27.1 13 -5 10.5 +4.5
FXO First Trust Financials AlphaDEX Fund 26.5 62 -54 8.1 +2.1
IWX iShares Russell Top 200 Value ETF 25.5 20 -12 6.4 +0.5
MTUM iShares MSCI USA Momentum Factor ETF 25.3 15 -7 3.9 -2.1
SPMO Invesco S&P 500 Momentum ETF 24.9 13 -5 4.2 -1.8
PWV Invesco Large Cap Value ETF 24.7 55 -47 7.6 +1.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 24.2 65 -57 4.0 -1.9
USMC Principal U.S. Mega-Cap ETF 24.1 12 -4 5.0 -1.0
MGV Vanguard Mega Cap Value ETF 23.9 7 1 6.7 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 23.1 60 -52 4.7 -1.3
VTV Vanguard Value ETF 22.8 4 4 6.9 +1.0
DFLV Dimensional US Large Cap Value ETF 22.7 22 -14 8.2 +2.2
PFI Invesco Dorsey Wright Financial Momentum ETF 22.4 60 -52 4.6 -1.4
IYJ iShares U.S. Industrials ETF 22.1 40 -32 4.8 -1.2
SPVM Invesco S&P 500 Value with Momentum ETF 21.7 39 -31 8.5 +2.5
FTXO First Trust Nasdaq Bank ETF 21.7 60 -52 9.6 +3.7
JOET Virtus Terranova US Quality Momentum ETF 21.2 29 -21 5.0 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 21.1 4 4 6.8 +0.9
SNPV Xtrackers S&P 500 Value ESG ETF 20.9 15 -7 5.4 -0.6
FELV Fidelity Enhanced Large Cap Value ETF 20.9 18 -10 6.8 +0.8
DFUV Dimensional US Marketwide Value ETF 20.9 22 -14 8.1 +2.1
REVS Columbia Research Enhanced Value ETF 20.7 19 -11 7.6 +1.7
IWD iShares Russell 1000 Value ETF 20.7 19 -11 6.5 +0.5
VONV Vanguard Russell 1000 Value ETF 20.7 8 0 6.6 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 20.7 18 -10 6.0 +0.0
VIG Vanguard Dividend Appreciation ETF 20.6 6 2 6.0 -0.0
KCE SPDR S&P Capital Markets ETF 20.5 35 -27 6.4 +0.4
JAVA JPMorgan Active Value ETF 20.4 44 -36 6.3 +0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 20.3 12 -4 6.5 +0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 20.2 32 -24 5.2 -0.8
SPXT ProShares S&P 500 Ex-Technology ETF 20.1 9 -1 5.6 -0.4
FDFF Fidelity Disruptive Finance ETF 20.0 50 -42 4.1 -1.9
USXF iShares ESG Advanced MSCI USA ETF 19.8 10 -2 4.9 -1.1
PFM Invesco Dividend Achievers ETF 19.6 53 -45 5.3 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 19.5 39 -31 7.0 +1.0
NULV Nuveen ESG Large-Cap Value ETF 19.2 26 -18 6.2 +0.2
QUVU Hartford Quality Value ETF 19.2 46 -38 7.0 +1.0
NUDV Nuveen ESG Dividend ETF 19.1 26 -18 6.7 +0.7
VEGN US Vegan Climate ETF 19.1 60 -52 4.6 -1.4
VLU SPDR S&P 1500 Value Tilt ETF 19.0 12 -4 7.2 +1.2
FBCV Fidelity Blue Chip Value ETF 18.9 59 -51 7.5 +1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 18.9 35 -27 4.6 -1.3
VYM Vanguard High Dividend Yield Index ETF 18.9 6 2 7.3 +1.3
ILCV iShares Morningstar Value ETF 18.8 4 4 6.7 +0.7
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.7 75 -67 4.5 -1.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 18.5 75 -67 -0.5 -6.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 18.5 15 -7 6.4 +0.4
MODL VictoryShares WestEnd U.S. Sector ETF 18.2 42 -34 5.0 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 18.0 28 -20 5.9 -0.1
STXV Strive 1000 Value ETF 17.9 18 -10 7.5 +1.5
PWB Invesco Large Cap Growth ETF 17.6 56 -48 3.2 -2.8
DGRO iShares Core Dividend Growth ETF 17.5 8 0 6.6 +0.6
FNDX Schwab Fundamental US Large Co. Index ETF 17.2 25 -17 7.4 +1.4
EQWL Invesco S&P 100 Equal Weight ETF 16.9 25 -17 6.2 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 16.8 11 -3 5.4 -0.6
GSIB Themes Global Systemically Important Banks ETF 16.8 35 -27 12.4 +6.4
DIVB iShares Core Dividend ETF 16.7 5 3 7.7 +1.7
DUSA Davis Select U.S. Equity ETF 16.6 61 -53 8.2 +2.3
QUS SPDR MSCI USA StrategicFactors ETF 16.5 15 -7 5.8 -0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 16.5 59 -51 2.8 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 16.3 29 -21 4.8 -1.2
EPS WisdomTree U.S. LargeCap Fund 16.3 8 0 6.1 +0.1
LVOL American Century Low Volatility ETF 16.3 29 -21 4.4 -1.5
RWL Invesco S&P 500 Revenue ETF 16.2 39 -31 7.0 +1.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 16.1 75 -67 3.5 -2.5
KIE SPDR S&P Insurance ETF 16.1 35 -27 6.3 +0.3
DTD WisdomTree U.S. Total Dividend Fund 16.1 28 -20 6.2 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 16.1 25 -17 7.3 +1.3
NULC Nuveen ESG Large-Cap ETF 16.0 21 -13 5.0 -0.9
FUNL CornerCap Fundametrics Large-Cap ETF 16.0 50 -42 7.3 +1.4
SPHQ Invesco S&P 500 Quality ETF 16.0 15 -7 5.3 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 16.0 75 -67 5.2 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 16.0 48 -40 6.0 -0.0
ALTL Pacer Lunt Large Cap Alternator ETF 15.9 60 -52 4.6 -1.4
TOPT iShares Top 20 U.S. Stocks ETF 15.8 20 -12 4.7 -1.3
AVLV Avantis U.S. Large Cap Value ETF 15.8 15 -7 8.1 +2.2
SPXV ProShares S&P 500 Ex-Health Care ETF 15.7 9 -1 4.4 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 15.7 30 -22 5.0 -1.0
STXD Strive 1000 Dividend Growth ETF 15.7 35 -27 5.0 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 15.7 9 -1 5.0 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 15.6 59 -51 6.5 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 15.6 25 -17 4.8 -1.2
LST Leuthold Select Industries ETF 15.6 91 -83 6.1 +0.1
TMFC Motley Fool 100 Index ETF 15.5 50 -42 4.1 -1.9
XVV iShares ESG Screened S&P 500 ETF 15.5 8 0 5.1 -0.8
VOOV Vanguard S&P 500 Value ETF 15.5 10 -2 6.3 +0.3
FFLC Fidelity Fundamental Large Cap Core ETF 15.5 38 -30 4.9 -1.1
IVE iShares S&P 500 Value ETF 15.5 18 -10 6.2 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 15.4 4 4 6.4 +0.4
CFA VictoryShares US 500 Volatility Wtd ETF 15.4 35 -27 6.1 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 15.4 60 -52 4.0 -1.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 15.3 40 -32 6.0 +0.0
RDVY First Trust Rising Dividend Achievers ETF 15.3 50 -42 7.8 +1.8
SNPE Xtrackers S&P 500 ESG ETF 15.2 10 -2 5.4 -0.6
ULVM VictoryShares US Value Momentum ETF 15.1 20 -12 7.2 +1.3
USMV iShares MSCI USA Min Vol Factor ETF 15.1 15 -7 5.5 -0.5
CHGX AXS Change Finance ESG ETF 15.0 49 -41 5.3 -0.6
FTCS First Trust Capital Strength ETF 14.9 55 -47 5.2 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 14.8 36 -28 5.1 -0.8
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 14.8 40 -32 4.7 -1.3
OALC OneAscent Large Cap Core ETF 14.8 86 -78 4.6 -1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 14.8 10 -2 3.3 -2.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 14.7 15 -7 4.3 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.7 29 -21 6.4 +0.5
AVSU Avantis Responsible U.S. Equity ETF 14.7 15 -7 6.4 +0.4
IUSV iShares Core S&P US Value ETF 14.6 4 4 6.5 +0.5
JHML John Hancock Multifactor Large Cap ETF 14.6 29 -21 5.6 -0.4
GSPY Gotham Enhanced 500 ETF 14.5 50 -42 5.5 -0.5
LRGC AB US Large Cap Strategic Equities ETF 14.5 48 -40 4.8 -1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.5 20 -12 5.0 -0.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 14.5 12 -4 4.5 -1.5
SPXE ProShares S&P 500 Ex-Energy ETF 14.4 9 -1 4.7 -1.3
ADME Aptus Drawdown Managed Equity ETF 14.4 79 -71 4.3 -1.7
QLC FlexShares US Quality Large Cap Index Fund 14.4 25 -17 5.9 -0.1
PY Principal Value ETF 14.4 15 -7 7.1 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14.4 9 -1 5.6 -0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 14.3 8 0 5.3 -0.7
RAFE PIMCO RAFI ESG U.S. ETF 14.3 29 -21 7.3 +1.3
ABEQ Absolute Select Value ETF 14.3 85 -77 4.9 -1.1
VSLU Applied Finance Valuation Large Cap ETF 14.3 49 -41 5.9 -0.1
QUAL iShares MSCI USA Quality Factor ETF 14.3 15 -7 5.3 -0.6
IVV iShares Core S&P 500 ETF 14.2 3 5 5.3 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 14.2 55 -47 4.9 -1.1
MGC Vanguard Mega Cap ETF 14.2 7 1 5.1 -0.8
SPLG SPDR Portfolio S&P 500 ETF 14.2 2 6 5.3 -0.6
SPY SPDR S&P 500 ETF Trust 14.2 9 -1 5.2 -0.7
VOO Vanguard S&P 500 ETF 14.2 3 5 5.3 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 14.1 7 1 5.2 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 14.1 20 -12 5.3 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 14.1 75 -67 3.7 -2.2
RSP Invesco S&P 500 Equal Weight ETF 14.1 20 -12 6.3 +0.4
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 14.0 68 -60 2.7 -3.3
GRNY Fundstrat Granny Shots US Large Cap ETF 14.0 75 -67 3.7 -2.3
FELC Fidelity Enhanced Large Cap Core ETF 14.0 18 -10 5.6 -0.4
IWL iShares Russell Top 200 ETF 14.0 15 -7 5.1 -0.9
CATH Global X S&P 500 Catholic Values Custom ETF 14.0 29 -21 5.1 -0.9
LOWV AB US Low Volatility Equity ETF 13.9 48 -40 5.3 -0.7
DIA SPDR Dow Jones Industrial Average ETF Trust 13.9 16 -8 5.7 -0.3
TOLL Tema Monopolies and Oligopolies ETF 13.9 75 -67 3.8 -2.2
VV Vanguard Large-Cap ETF 13.9 4 4 5.2 -0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 13.8 10 -2 4.2 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 13.8 12 -4 6.0 -0.0
UDI USCF Dividend Income Fund 13.8 65 -57 6.5 +0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.8 20 -12 7.8 +1.8
RECS Columbia Research Enhanced Core ETF 13.8 15 -7 6.2 +0.2
FLV American Century Focused Large Cap Value ETF 13.7 42 -34 6.7 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13.7 25 -17 4.9 -1.1
DFVX Dimensional US Large Cap Vector ETF 13.6 22 -14 6.6 +0.6
RFFC ALPS Active Equity Opportunity ETF 13.6 48 -40 4.5 -1.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 13.6 12 -4 5.0 -0.9
SNPG Xtrackers S&P 500 Growth ESG ETF 13.6 15 -7 4.5 -1.5
ESGU iShares ESG Aware MSCI USA ETF 13.6 15 -7 5.1 -0.9
IMCV iShares Morningstar Mid-Cap Value ETF 13.6 6 2 7.9 +1.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 13.5 60 -52 7.1 +1.1
ILCB iShares Morningstar U.S. Equity ETF 13.5 3 5 5.2 -0.7
VOTE TCW Transform 500 ETF 13.4 5 3 5.2 -0.7
PBUS Invesco MSCI USA ETF 13.4 4 4 5.2 -0.8
SUSL iShares ESG MSCI USA Leaders ETF 13.4 10 -2 5.3 -0.7
ACVF American Conservative Values ETF 13.4 75 -67 4.5 -1.5
AVUS Avantis U.S. Equity ETF 13.4 15 -7 6.3 +0.3
BDIV AAM Brentview Dividend Growth ETF 13.3 49 -41 4.3 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 13.3 7 1 5.2 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 13.3 2 6 5.3 -0.7
STRV Strive 500 ETF 13.3 5 3 5.2 -0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 13.3 15 -7 5.1 -0.9
SHE SPDR MSCI USA Gender Diversity ETF 13.3 20 -12 5.2 -0.8
SPMV Invesco S&P 500 Minimum Variance ETF 13.3 10 -2 4.9 -1.1
INRO iShares U.S. Industry Rotation Active ETF 13.3 42 -34 4.1 -1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 13.3 10 -2 5.3 -0.7
DSI iShares MSCI KLD 400 Social ETF 13.3 25 -17 5.2 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.2 9 -1 6.1 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 13.2 0 8 5.3 -0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 13.2 3 5 5.5 -0.5
FDLO Fidelity Low Volatility Factor ETF 13.1 15 -7 5.4 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 13.1 70 -62 4.4 -1.6
FDVV Fidelity High Dividend ETF 13.1 15 -7 7.5 +1.5
IVW iShares S&P 500 Growth ETF 13.1 18 -10 4.5 -1.5
VOOG Vanguard S&P 500 Growth ETF 13.1 10 -2 4.6 -1.4
IWB iShares Russell 1000 ETF 13.1 15 -7 5.2 -0.8
SPYG SPDR Portfolio S&P 500 Growth ETF 13.0 4 4 4.7 -1.3
IYY iShares Dow Jones U.S. ETF 13.0 20 -12 5.1 -0.8
OEF iShares S&P 100 ETF 13.0 20 -12 5.1 -0.9
VONE Vanguard Russell 1000 ETF 13.0 8 0 5.3 -0.7
DFUS Dimensional U.S. Equity ETF 13.0 9 -1 5.3 -0.7
SCHX Schwab U.S. Large-Cap ETF 13.0 3 5 5.3 -0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 12.9 38 -30 6.2 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 12.9 18 -10 5.8 -0.2
VFMF Vanguard U.S. Multifactor ETF 12.9 18 -10 8.5 +2.5
SXQG ETC 6 Meridian Quality Growth ETF 12.9 100 -92 4.6 -1.4
LCF Touchstone US Large Cap Focused ETF 12.9 69 -61 4.6 -1.3
VLUE iShares MSCI USA Value Factor ETF 12.8 15 -7 10.2 +4.2
INCE Franklin Income Equity Focus ETF 12.6 29 -21 5.6 -0.4
LEAD Siren DIVCON Leaders Dividend ETF 12.6 43 -35 4.6 -1.4
SCHK Schwab 1000 Index ETF 12.6 5 3 5.3 -0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 12.5 3 5 5.2 -0.8
VOE Vanguard Mid-Cap Value ETF 12.5 7 1 7.2 +1.3
EDOW First Trust Dow 30 Equal Weight ETF 12.5 50 -42 5.3 -0.7
IWV iShares Russell 3000 ETF 12.5 20 -12 5.0 -0.9
RVRB Reverb ETF 12.5 30 -22 3.7 -2.2
BLCR iShares Large Cap Core Active ETF 12.5 36 -28 4.3 -1.7
VTHR Vanguard Russell 3000 ETF 12.4 10 -2 5.2 -0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.4 19 -11 6.5 +0.5
IMCB iShares Morningstar Mid-Cap ETF 12.4 4 4 6.0 +0.0
VTI Vanguard Total Stock Market ETF 12.4 3 5 5.2 -0.8
IUSG iShares Core S&P U.S. Growth ETF 12.4 4 4 4.7 -1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 12.4 11 -3 5.2 -0.8
EUSA iShares MSCI USA Equal Weighted ETF 12.4 9 -1 6.0 0.0
JEPI JPMorgan Equity Premium Income ETF 12.3 35 -27 5.4 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 12.3 14 -6 5.2 -0.8
ESGV Vanguard ESG U.S. Stock ETF 12.3 9 -1 5.0 -1.0
SFY SoFi Select 500 ETF 12.3 0 8 4.8 -1.1
KLMN Invesco MSCI North America Climate ETF 12.3 9 -1 5.3 -0.7
DVND Touchstone Dividend Select ETF 12.3 67 -59 5.7 -0.3
GLBL Pacer MSCI World Industry Advantage ETF 12.3 65 -57 5.0 -1.0
FVAL Fidelity Value Factor ETF 12.3 15 -7 7.3 +1.3
DFAU Dimensional US Core Equity Market ETF 12.2 12 -4 5.5 -0.4
DCOR Dimensional US Core Equity 1 ETF 12.2 14 -6 5.8 -0.1
SCHB Schwab U.S. Broad Market ETF 12.1 3 5 5.3 -0.7
VO Vanguard Mid-Cap ETF 12.1 4 4 5.6 -0.3
FQAL Fidelity Quality Factor ETF 12.1 15 -7 5.9 -0.1
DIVL Madison Dividend Value ETF 12.1 65 -57 5.4 -0.6
VFVA Vanguard U.S. Value Factor ETF 12.0 13 -5 11.7 +5.7
SIZE iShares MSCI USA Size Factor ETF 12.0 15 -7 5.8 -0.2
PCGG Polen Capital Global Growth ETF 12.0 85 -77 3.8 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 12.0 65 -57 3.0 -3.0
SUSA iShares MSCI USA ESG Select ETF 11.9 25 -17 5.0 -1.0
VFMO Vanguard U.S. Momentum Factor ETF 11.9 13 -5 3.4 -2.6
BPAY BlackRock Future Financial and Technology ETF 11.8 70 -62 7.5 +1.5
KRMA Global X Conscious Companies ETF 11.8 43 -35 6.1 +0.2
XPND First Trust Expanded Technology ETF 11.8 65 -57 4.3 -1.7
AUSF Global X Adaptive U.S. Factor ETF 11.7 27 -19 9.2 +3.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.6 65 -57 8.6 +2.6
IWS iShares Russell Mid-Cap Value ETF 11.5 23 -15 6.5 +0.6
USSE Segall Bryant & Hamill Select Equity ETF 11.5 65 -57 4.4 -1.6
SAMT Strategas Macro Thematic Opportunities ETF 11.5 65 -57 3.5 -2.5
KBE SPDR S&P Bank ETF 11.5 35 -27 10.1 +4.1
NACP Impact Shares NAACP Minority Empowerment ETF 11.5 49 -41 4.9 -1.0
EQIN Columbia US Equity Income ETF 11.5 35 -27 6.8 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11.4 10 -2 5.4 -0.6
VUSE Vident U.S. Equity Strategy ETF 11.4 50 -42 4.8 -1.1
APUE ActivePassive U.S. Equity ETF 11.3 45 -37 4.9 -1.1
XLG Invesco S&P 500 Top 50 ETF 11.3 20 -12 5.1 -0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.3 25 -17 6.0 +0.1
BEEX BeeHive ETF 11.2 84 -76 4.7 -1.3
DFAC Dimensional U.S. Core Equity 2 ETF 11.2 17 -9 6.0 +0.0
LRGF iShares U.S. Equity Factor ETF 11.1 8 0 5.8 -0.2
IAK iShares U.S. Insurance ETF 11.1 40 -32 6.3 +0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.1 25 -17 5.9 -0.1
AFLG First Trust Active Factor Large Cap ETF 11.1 55 -47 6.2 +0.2
KRUZ Unusual Whales Subversive Republican Trading ETF 11.1 75 -67 6.0 +0.0
FDMO Fidelity Momentum Factor ETF 11.0 15 -7 4.1 -1.9
BKWO BNY Mellon Women's Opportunities ETF 11.0 50 -42 4.0 -2.0
DIVG Invesco S&P 500 High Dividend Growers ETF 10.9 39 -31 5.3 -0.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.9 80 -72 6.9 +0.9
FFND Future Fund Active ETF 10.9 100 -92 4.7 -1.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.9 7 1 7.4 +1.5
DUHP Dimensional US High Profitability ETF 10.9 21 -13 6.6 +0.6
ICAP InfraCap Equity Income Fund ETF 10.9 171 -163 5.2 -0.7
SPGP Invesco S&P 500 GARP ETF 10.8 34 -26 9.6 +3.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.7 50 -42 4.3 -1.6
SWP SWP Growth & Income ETF 10.7 99 -91 4.6 -1.4
MAGA Point Bridge America First ETF 10.7 72 -64 6.5 +0.5
CGUS Capital Group Core Equity ETF 10.6 33 -25 4.6 -1.3
FDWM Fidelity Women's Leadership ETF 10.6 59 -51 3.2 -2.8
YLDE ClearBridge Dividend Strategy ESG ETF 10.5 60 -52 5.4 -0.5
PDP Invesco Dorsey Wright Momentum ETF 10.5 62 -54 3.6 -2.4
SHRY First Trust Bloomberg Shareholder Yield ETF 10.4 60 -52 7.9 +2.0
ROE Astoria US Quality Kings ETF 10.4 49 -41 7.0 +1.0
SSPX Janus Henderson U.S. Sustainable Equity ETF 10.4 55 -47 4.2 -1.8
STXG Strive 1000 Growth ETF 10.3 18 -10 4.2 -1.8
FTA First Trust Large Cap Value AlphaDEX Fund 10.3 59 -51 9.4 +3.5
JSTC Adasina Social Justice All Cap Global ETF 10.3 89 -81 4.5 -1.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 10.2 5 3 7.1 +1.2
MBCC Monarch Blue Chips Core ETF 10.1 125 -117 3.5 -2.5
BITQ Bitwise Crypto Industry Innovators ETF 10.1 85 -77 -2.8 -8.8
VNSE Natixis Vaughan Nelson Select ETF 10.1 80 -72 5.3 -0.6
TOK iShares MSCI Kokusai ETF 10.1 26 -18 5.2 -0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 10.0 12 -4 5.1 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 10.0 30 -22 5.9 -0.0
RPV Invesco S&P 500 Pure Value ETF 9.9 35 -27 10.7 +4.7
FSST Fidelity Sustainable U.S. Equity ETF 9.9 59 -51 4.4 -1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 9.9 18 -10 4.9 -1.1
BLCV iShares Large Cap Value Active ETF 9.9 53 -45 7.6 +1.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.9 60 -52 5.7 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 9.9 9 -1 5.5 -0.5
JPEF JPMorgan Equity Focus ETF 9.8 50 -42 4.5 -1.5
KOCG FIS Knights of Columbus Global Belief ETF 9.8 75 -67 5.4 -0.6
IWR iShares Russell Midcap ETF 9.7 19 -11 5.8 -0.2
LRGE ClearBridge Large Cap Growth ESG ETF 9.7 59 -51 4.0 -2.0
GVIP Goldman Sachs Hedge Industry VIP ETF 9.7 45 -37 3.8 -2.2
RJMG FT Raymond James Multicap Growth Equity ETF 9.6 85 -77 2.6 -3.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 9.5 35 -27 7.7 +1.8
URTH iShares MSCI World ETF 9.5 24 -16 5.5 -0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 9.5 38 -30 7.7 +1.7
LGRO Level Four Large Cap Growth Active ETF 9.5 55 -47 4.1 -1.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 9.4 79 -71 5.2 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 9.4 20 -12 5.9 -0.1
HLGE Hartford Longevity Economy ETF 9.3 44 -36 5.5 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 9.3 22 -14 5.8 -0.2
SSPY Syntax Stratified LargeCap ETF 9.3 30 -22 6.6 +0.6
FTGS First Trust Growth Strength ETF 9.3 60 -52 5.6 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 9.3 64 -56 2.4 -3.5
NULG Nuveen ESG Large-Cap Growth ETF 9.3 26 -18 3.7 -2.2
TTAC FCF US Quality ETF 9.3 59 -51 6.1 +0.1
JGRO JPMorgan Active Growth ETF 9.3 44 -36 3.9 -2.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 9.2 65 -57 5.4 -0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.2 61 -53 1.4 -4.6
JMOM JPMorgan U.S. Momentum Factor ETF 9.2 12 -4 4.8 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 9.1 15 -7 7.6 +1.6
USMF WisdomTree U.S. Multifactor Fund 9.1 28 -20 6.7 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 9.0 28 -20 5.7 -0.3
RPG Invesco S&P 500 Pure Growth ETF 9.0 35 -27 3.6 -2.4
FMDE Fidelity Enhanced Mid Cap ETF 8.9 23 -15 5.8 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 8.9 9 -1 6.1 +0.1
IUS Invesco RAFI Strategic US ETF 8.9 19 -11 7.1 +1.1
JGLO JPMorgan Global Select Equity ETF 8.9 33 -25 5.1 -0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.9 20 -12 6.0 +0.0
DEUS Xtrackers Russell US Multifactor ETF 8.7 17 -9 6.9 +0.9
BELT iShares Long-Term U.S. Equity Active ETF 8.6 75 -67 3.5 -2.4
PKW Invesco Buyback Achievers ETF 8.6 62 -54 8.0 +2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.6 29 -21 6.8 +0.8
RUNN Running Oak Efficient Growth ETF 8.5 58 -50 4.9 -1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.5 75 -67 7.6 +1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 8.5 42 -34 5.4 -0.5
ACWI iShares MSCI ACWI ETF 8.5 32 -24 6.0 0.0
KBWP Invesco KBW Property & Casualty Insurance ETF 8.5 35 -27 6.2 +0.2
DTEC ALPS Disruptive Technologies ETF 8.5 50 -42 4.0 -1.9
BEEZ Honeytree U.S. Equity ETF 8.5 64 -56 3.5 -2.5
ROUS Hartford Multifactor US Equity ETF 8.4 19 -11 7.2 +1.3
ILCG iShares Morningstar Growth ETF 8.4 4 4 4.1 -1.9
DHS WisdomTree U.S. High Dividend Fund 8.4 38 -30 7.8 +1.8
KLMT Invesco MSCI Global Climate 500 ETF 8.4 10 -2 6.1 +0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.3 15 -7 7.3 +1.4
FLRG Fidelity U.S. Multifactor ETF 8.2 15 -7 7.1 +1.1
DANA Dana Unconstrained Equity ETF 8.2 50 -42 2.8 -3.2
FLQL Franklin LibertyQ U.S. Equity ETF 8.1 15 -7 5.7 -0.2
MBOX Freedom Day Dividend ETF 8.1 39 -31 7.4 +1.4
BGIG Bahl & Gaynor Income Growth ETF 8.0 45 -37 5.4 -0.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.0 40 -32 4.0 -2.0
BFOR ALPS Barron's 400 ETF 7.9 65 -57 6.2 +0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.9 12 -4 4.8 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 7.9 42 -34 6.5 +0.5
SDEP SFP Core Equity Strategy 7.8 10 -2 2.8 -3.2
DGT SPDR Global Dow ETF 7.8 50 -42 7.5 +1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 7.8 6 2 4.1 -1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 7.7 65 -57 5.0 -1.0
CAML Congress Large Cap Growth ETF 7.7 66 -58 3.4 -2.6
QGRW WisdomTree U.S. Quality Growth Fund 7.7 28 -20 4.7 -1.3
LYLD Cambria Large Cap Shareholder Yield ETF 7.7 59 -51 9.8 +3.8
BGDV Bahl & Gaynor Dividend ETF 7.7 45 -37 5.0 -1.0
GGRW Gabelli Growth Innovators ETF 7.7 90 -82 2.6 -3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 7.7 20 -12 6.8 +0.8
CGGR Capital Group Growth ETF 7.6 39 -31 3.7 -2.3
NANC Unusual Whales Subversive Democratic Trading ETF 7.6 75 -67 4.2 -1.8
VT Vanguard Total World Stock ETF 7.6 7 1 6.3 +0.3
FOVL iShares Focused Value Factor ETF 7.5 25 -17 10.1 +4.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.4 49 -41 4.3 -1.6
RGEF Rockefeller Global Equity ETF 7.4 55 -47 5.2 -0.7
IBLC iShares Blockchain and Tech ETF 7.4 47 -39 -4.1 -10.0
HDUS Hartford Disciplined US Equity ETF 7.3 19 -11 5.9 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 7.0 67 -59 10.1 +4.1
QDF FlexShares Quality Dividend Index Fund 7.0 37 -29 6.2 +0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.0 60 -52 1.2 -4.8
GINN Goldman Sachs Innovate Equity ETF 7.0 52 -44 4.4 -1.6
EQRR ProShares Equities for Rising Rates ETF 6.9 35 -27 8.0 +2.0
BGRO iShares Large Cap Growth Active ETF 6.9 55 -47 3.3 -2.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.9 15 -7 4.7 -1.3
SPHB Invesco S&P 500 High Beta ETF 6.8 25 -17 5.3 -0.7
OPTZ Optimize Strategy Index ETF 6.7 50 -42 5.3 -0.7
HKND Humankind US Stock ETF 6.7 11 -3 7.5 +1.5
BLOK Amplify Transformational Data Sharing ETF 6.6 75 -67 0.4 -5.6
MGK Vanguard Mega Cap Growth ETF 6.6 7 1 4.5 -1.5
MOTE VanEck Morningstar ESG Moat ETF 6.6 49 -41 4.9 -1.1
SCHG Schwab U.S. Large-Cap Growth ETF 6.6 4 4 4.4 -1.6
ACSI American Customer Satisfaction ETF 6.6 65 -57 5.2 -0.7
WTV WisdomTree US Value Fund of Benef Interest 6.5 12 -4 9.5 +3.5
QLTY GMO U.S. Quality ETF 6.5 50 -42 5.0 -1.0
GLOF iShares Global Equity Factor ETF 6.4 20 -12 6.8 +0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.4 50 -42 8.3 +2.4
AOTG AOT Growth and Innovation ETF 6.4 75 -67 2.4 -3.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.3 15 -7 6.4 +0.5
EMOT First Trust S&P 500 Economic Moat ETF 6.3 60 -52 6.5 +0.5
IWY iShares Russell Top 200 Growth ETF 6.3 20 -12 4.9 -1.1
JVAL JPMorgan U.S. Value Factor ETF 6.2 12 -4 8.5 +2.6
TOGA Tremblant Global ETF 6.2 69 -61 2.5 -3.5
GURU Global X Guru Index ETF 6.2 75 -67 4.2 -1.8
CGGO Capital Group Global Growth Equity ETF 6.2 47 -39 5.0 -1.0
IOO iShares Global 100 ETF 6.1 41 -33 5.4 -0.6
FCPI Fidelity Stocks for Inflation ETF 6.1 15 -7 7.8 +1.8
VUG Vanguard Growth ETF 6.1 4 4 4.3 -1.6
IWF iShares Russell 1000 Growth ETF 6.1 19 -11 4.8 -1.2
VONG Vanguard Russell 1000 Growth ETF 6.1 8 0 4.9 -1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 6.0 50 -42 3.4 -2.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.0 56 -48 6.3 +0.3
JGRW Jensen Quality Growth ETF 6.0 57 -49 4.6 -1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.9 20 -12 7.4 +1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.9 39 -31 4.1 -1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 5.9 18 -10 4.5 -1.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.9 45 -37 5.9 -0.1
GVLU Gotham 1000 Value ETF 5.9 50 -42 9.1 +3.1
VSDA VictoryShares Dividend Accelerator ETF 5.9 35 -27 7.0 +1.0
GDIV Harbor Dividend Growth Leaders ETF 5.9 50 -42 5.2 -0.7
LQPE PEO AlphaQuest Thematic PE ETF 5.8 125 -117 6.9 +0.9
DIVZ TrueShares Low Volatility Equity Income ETF 5.8 65 -57 6.6 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 5.8 13 -5 5.5 -0.5
TBG TBG Dividend Focus ETF 5.8 59 -51 7.3 +1.3
VALQ American Century U.S. Quality Value ETF 5.7 29 -21 7.6 +1.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.7 61 -53 7.1 +1.1
FELG Fidelity Enhanced Large Cap Growth ETF 5.6 18 -10 5.2 -0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.6 52 -44 5.6 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.6 58 -50 5.6 -0.4
WLDR Affinity World Leaders Equity ETF 5.6 67 -59 8.3 +2.4
TMFG Motley Fool Global Opportunities ETF 5.6 85 -77 3.5 -2.4
JHDV John Hancock U.S. High Dividend ETF 5.6 34 -26 6.3 +0.3
SFYF SoFi Social 50 ETF 5.6 29 -21 0.0 -5.9
FDL First Trust Morningstar Dividend Leaders Index Fund 5.6 45 -37 9.2 +3.3
DVY iShares Select Dividend ETF 5.6 38 -30 9.2 +3.3
FPAG FPA Global Equity ETF 5.5 49 -41 6.3 +0.3
LCLG Logan Capital Broad Innovative Growth ETF 5.5 99 -91 4.6 -1.4
THRO iShares U.S. Thematic Rotation Active ETF 5.4 90 -82 4.4 -1.6
LBO WHITEWOLF Publicly Listed Private Equity ETF 5.4 70 -62 8.0 +2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.4 18 -10 7.2 +1.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.4 15 -7 10.0 +4.0
DIVS SmartETFs Dividend Builder ETF 5.3 65 -57 4.9 -1.0
FLDZ RiverNorth Patriot ETF 5.3 75 -67 5.9 -0.0
QDEF FlexShares Quality Dividend Defensive Index Fund 5.3 37 -29 5.9 -0.0
IPDP Dividend Performers ETF 5.3 122 -114 5.0 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.2 35 -27 5.7 -0.2
CZAR Themes Natural Monopoly ETF 5.2 35 -27 2.8 -3.2
BUYZ Franklin Disruptive Commerce ETF 5.1 50 -42 2.6 -3.4
FVD First Trust Value Line Dividend Index Fund 5.1 65 -57 6.1 +0.1
VFQY Vanguard U.S. Quality Factor ETF 5.1 13 -5 6.6 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 5.1 39 -31 8.3 +2.3
TAX Cambria Tax Aware ETF 5.0 49 -41 5.4 -0.6
ITAN Sparkline Intangible Value ETF 4.7 50 -42 6.5 +0.5
PTL Inspire 500 ETF 4.7 9 -1 5.4 -0.6
IAT iShares U.S. Regional Banks ETF 4.7 40 -32 10.1 +4.1
ETHO Etho Climate Leadership U.S. ETF 4.7 47 -39 5.5 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 4.6 20 -12 6.6 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 4.6 58 -50 7.0 +1.0
FDG American Century Focused Dynamic Growth ETF 4.6 45 -37 2.4 -3.6
FFOG Franklin Focused Growth ETF 4.6 61 -53 2.8 -3.2
SIXL ETC 6 Meridian Low Beta Equity ETF 4.6 80 -72 5.7 -0.2
QGRO American Century U.S. Quality Growth ETF 4.5 29 -21 3.8 -2.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.5 7 1 8.2 +2.2
DURA VanEck Durable High Dividend ETF 4.5 29 -21 8.5 +2.5
HOMZ Hoya Capital Housing ETF 4.5 30 -22 6.3 +0.3
CWS AdvisorShares Focused Equity ETF 4.5 84 -76 4.9 -1.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.4 49 -41 8.7 +2.7
DWLD Davis Select Worldwide ETF 4.4 63 -55 7.8 +1.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.4 61 -53 -1.1 -7.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.4 30 -22 7.9 +2.0
PRAY FIS Christian Stock Fund 4.3 69 -61 5.5 -0.5
PSET Principal Quality ETF 4.3 15 -7 5.7 -0.3
PEY Invesco High Yield Equity Dividend Achievers ETF 4.2 52 -44 9.9 +3.9
NUMV Nuveen ESG Mid-Cap Value ETF 4.2 31 -23 6.4 +0.4
CGDG Capital Group Dividend Growers ETF 4.2 47 -39 6.3 +0.4
CVY Invesco Zacks Multi-Asset Income ETF 4.2 106 -98 10.9 +5.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 -16 7.6 +1.6
STCE Schwab Crypto Thematic ETF 4.1 30 -22 1.8 -4.2
AGQI First Trust Active Global Quality Income ETF 4.1 85 -77 6.6 +0.6
IETC iShares U.S. Tech Independence Focused ETF 4.1 18 -10 4.7 -1.3
ABFL Abacus FCF Leaders ETF 4.0 59 -51 5.8 -0.1
DEW WisdomTree Global High Dividend Fund 4.0 58 -50 7.7 +1.8
FINX Global X FinTech ETF 3.9 68 -60 2.6 -3.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.8 39 -31 10.3 +4.3
VAMO Cambria Value & Momentum ETF 3.8 61 -53 6.8 +0.9
SYLD Cambria Shareholder Yield ETF 3.7 59 -51 11.9 +5.9
FFTY Innovator IBD 50 ETF 3.7 80 -72 -2.5 -8.5
ISHP First Trust Nasdaq Retail ETF 3.7 60 -52 5.5 -0.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.7 39 -31 -0.5 -6.5
BCDF Horizon Kinetics Blockchain Development ETF 3.7 85 -77 4.5 -1.5
SDY SPDR S&P Dividend ETF 3.7 35 -27 6.2 +0.2
BOUT Innovator IBD Breakout Opportunities ETF 3.6 81 -73 4.8 -1.2
WCEO Hypatia Women CEO ETF 3.5 85 -77 -1.3 -7.3
CGDV Capital Group Dividend Value ETF 3.4 33 -25 4.9 -1.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.4 80 -72 4.7 -1.3
BIBL Inspire 100 ETF 3.3 35 -27 4.7 -1.3
SMOT VanEck Morningstar SMID Moat ETF 3.2 49 -41 7.1 +1.1
SCHD Schwab US Dividend Equity ETF 3.2 6 2 9.4 +3.5
GINX SGI Enhanced Global Income ETF 3.2 98 -90 7.3 +1.3
FBCG Fidelity Blue Chip Growth ETF 3.2 59 -51 3.4 -2.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.1 85 -77 3.9 -2.0
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 -27 4.6 -1.3
KOMP SPDR S&P Kensho New Economies Composite ETF 3.1 20 -12 3.7 -2.3
GQQQ Astoria US Quality Growth Kings ETF 3.1 35 -27 5.6 -0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.0 52 -44 6.5 +0.5
MVAL VanEck Morningstar Wide Moat Value ETF 3.0 49 -41 6.8 +0.8
FTDS First Trust Dividend Strength ETF 2.9 70 -62 7.8 +1.9
TMAT Main Thematic Innovation ETF 2.9 164 -156 -1.5 -7.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.9 30 -22 7.4 +1.4
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 -15 3.7 -2.3
SDOG ALPS Sector Dividend Dogs ETF 2.9 36 -28 9.3 +3.4
GK AdvisorShares Gerber Kawasaki ETF 2.8 75 -67 2.9 -3.1
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 -12 9.1 +3.1
MILN Global X Millennial Consumer ETF 2.8 50 -42 3.1 -2.9
CZA Invesco Zacks Mid-Cap ETF 2.8 72 -64 5.9 -0.1
KONG Formidable Fortress ETF 2.7 89 -81 5.7 -0.3
MOAT VanEck Morningstar Wide Moat ETF 2.7 46 -38 6.0 +0.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 -7 5.9 -0.0
PSP Invesco Global Listed Private Equity ETF 2.6 106 -98 5.7 -0.3
BLES Inspire Global Hope ETF 2.6 61 -53 6.8 +0.9
OCFS Otter Creek Focus Strategy ETF 2.6 85 -77 4.6 -1.3
RNMC First Trust Mid Cap US Equity Select ETF 2.6 60 -52 7.0 +1.0
FSCS First Trust SMID Capital Strength ETF 2.6 60 -52 6.4 +0.4
BUZZ VanEck Social Sentiment ETF 2.5 75 -67 -1.3 -7.2
AIEQ AI Powered Equity ETF 2.5 75 -67 4.1 -1.8
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -82 10.0 +4.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.4 35 -27 6.1 +0.1
VOT Vanguard Mid-Cap Growth ETF 2.4 7 1 3.7 -2.3
QDIV Global X S&P 500 Quality Dividend ETF 2.2 20 -12 8.2 +2.2
YALL God Bless America ETF 2.2 65 -57 4.3 -1.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.2 60 -52 8.5 +2.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 39 -31 3.8 -2.2
ARKF ARK Fintech Innovation ETF 2.2 75 -67 -0.3 -6.2
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 -44 6.9 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.2 54 -46 6.9 +0.9
SRHQ SRH U.S. Quality ETF 2.1 35 -27 7.6 +1.6
DEMZ Democratic Large Cap Core ETF 2.1 45 -37 4.6 -1.4
TXS Texas Capital Texas Equity Index ETF 2.1 49 -41 5.1 -0.9
KRE SPDR S&P Regional Banking ETF 2.1 35 -27 10.5 +4.6
ANEW ProShares MSCI Transformational Changes ETF 2.1 45 -37 7.0 +1.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -44 6.7 +0.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.0 27 -19 6.1 +0.2
XDAT Franklin Exponential Data ETF 1.9 50 -42 2.1 -3.9
DIHP Dimensional International High Profitability ETF 1.8 29 -21 7.4 +1.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.8 60 -52 3.2 -2.8
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 4 6.7 +0.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.7 60 -52 6.4 +0.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.6 30 -22 8.6 +2.6
HDV iShares Core High Dividend ETF 1.6 8 0 6.7 +0.8
SPDV AAM S&P 500 High Dividend Value ETF 1.5 29 -21 9.8 +3.9
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -68 5.8 -0.2
BWEB Bitwise Web3 ETF 1.4 85 -77 0.1 -5.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 -13 4.3 -1.7
IEDI iShares U.S. Consumer Focused ETF 1.3 18 -10 5.3 -0.7
BRIF FIS Bright Portfolios Focused Equity ETF 1.3 65 -57 4.9 -1.1
STXM Strive Mid-Cap ETF 1.3 18 -10 3.6 -2.4
TRFM AAM Transformers ETF 1.3 49 -41 1.9 -4.1
SMRI Bushido Capital US Equity ETF 1.2 71 -63 9.9 +3.9
SMMD iShares Russell 2500 ETF 1.2 15 -7 6.2 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 -30 8.3 +2.3
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -72 12.6 +6.7
CVAR Cultivar ETF 1.1 87 -79 6.1 +0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 6.1 +0.1
DFNV Donoghue Forlines Innovation ETF 1.0 69 -61 5.1 -0.9
WCLD WisdomTree Cloud Computing Fund 1.0 45 -37 1.6 -4.4
FDN First Trust Dow Jones Internet Index Fund 1.0 52 -44 3.5 -2.5
FDND FT Vest Dow Jones Internet & Target Income ETF 1.0 75 -67 3.2 -2.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.0 60 -52 4.4 -1.6
PNQI Invesco NASDAQ Internet ETF 1.0 60 -52 3.8 -2.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.0 40 -32 6.2 +0.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.0 20 -12 4.5 -1.5
IBUY Amplify Online Retail ETF 1.0 65 -57 3.7 -2.3
MVPA Miller Value Partners Appreciation ETF 1.0 60 -52 8.4 +2.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -52 6.7 +0.7
VB Vanguard Small-Cap ETF 1.0 5 3 5.7 -0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 -7 5.8 -0.1
WBIY WBI Power Factor High Dividend ETF 0.9 100 -92 13.4 +7.4
TIME Clockwise Core Equity & Innovation ETF 0.9 95 -87 8.1 +2.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.8 60 -52 5.7 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 -27 4.5 -1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.8 58 -50 4.3 -1.7
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.8 56 -48 2.6 -3.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.8 78 -70 9.6 +3.6
TMFX Motley Fool Next Index ETF 0.8 50 -42 3.2 -2.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.7 75 -67 3.5 -2.5
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 5.6 -0.4
KNO AXS Knowledge Leaders ETF 0.7 78 -70 6.1 +0.1
EZM WisdomTree U.S. MidCap Fund 0.7 38 -30 9.3 +3.4
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 -7 7.0 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 1 6.2 +0.3
KBWD Invesco KBW High Dividend Yield Financial ETF 0.7 384 -376 9.8 +3.8
RND First Trust Bloomberg R&D Leaders ETF 0.6 60 -52 3.0 -3.0
POWA Invesco Bloomberg Pricing Power ETF 0.6 40 -32 5.3 -0.6
ISCB iShares Morningstar Small-Cap ETF 0.6 4 4 5.6 -0.3
ARB AltShares Merger Arbitrage ETF 0.6 77 -69 4.0 -2.0
QQMG Invesco ESG NASDAQ 100 ETF 0.6 20 -12 4.6 -1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -48 12.6 +6.7
XT iShares Exponential Technologies ETF 0.6 46 -38 5.5 -0.5
SFYX SoFi Next 500 ETF 0.5 0 8 3.6 -2.4
VIDI Vident International Equity Strategy ETF 0.5 61 -53 12.0 +6.0
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 2 8.4 +2.4
VBR Vanguard Small Cap Value ETF 0.5 7 1 8.5 +2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -62 12.3 +6.3
QQQ Invesco QQQ Trust Series I 0.5 20 -12 4.6 -1.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -52 8.2 +2.2
QQQM Invesco NASDAQ 100 ETF 0.5 15 -7 4.6 -1.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 -6 6.7 +0.7
VBK Vanguard Small-Cap Growth ETF 0.5 7 1 1.7 -4.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 -17 6.6 +0.6
DFAS Dimensional U.S. Small Cap ETF 0.4 26 -18 6.9 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 0.4 85 -77 3.7 -2.3
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 -20 10.0 +4.1
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 -27 5.3 -0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 -9 5.7 -0.3
APIE ActivePassive International Equity ETF 0.3 45 -37 7.7 +1.7
NIXT Research Affiliates Deletions ETF 0.3 9 -1 3.8 -2.2
ZIG Acquirers Fund 0.3 84 -76 20.3 +14.3
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -57 8.2 +2.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.3 48 -40 8.3 +2.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 -7 6.0 -0.0
NUMG Nuveen ESG Mid-Cap Growth ETF 0.2 31 -23 2.6 -3.4
WRND IQ Global Equity R&D Leaders ETF 0.2 18 -10 7.9 +1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -62 2.8 -3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.2 20 -12 4.5 -1.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.2 15 -7 5.7 -0.3
SMAP Amplify Small-Mid Cap Equity ETF 0.2 60 -52 1.3 -4.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 -22 7.0 +1.0
DFSV Dimensional US Small Cap Value ETF 0.1 31 -23 10.9 +4.9
MGRO VanEck Morningstar Wide Moat Growth ETF 0.1 49 -41 4.7 -1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.1 39 -31 4.0 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 2 2.7 -3.2
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 -34 6.9 +0.9
NUSC Nuveen ESG Small-Cap ETF 0.1 31 -23 5.3 -0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.1 25 -17 7.8 +1.8
COWS Amplify Cash Flow Dividend Leaders ETF 0.1 0 8 12.7 +6.8

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 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™


Calculation of ALTAR Score™
Avg. Return on Equity 12.0 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.