Financial Select Sector SPDR Fund
ALTAR
Score™		 5.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.6x P/Sales
ratio		 3.4x
P/BV
ratio		 2.1x Div.
yield		 1.5%


  • 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) $51,280
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) $384,702
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 13.5 %
JPMORGAN CHASE & CO 10.1 %
VISA INC. CLASS A 8.7 %
MASTERCARD INCORPORATED CLASS A 6.6 %
BANK OF AMERICA CORP 4.0 %
WELLS FARGO & CO 3.4 %
GOLDMAN SACHS GROUP INC 2.5 %
PROGRESSIVE CORP 2.4 %
S&P GLOBAL, INC. 2.3 %
AMERICAN EXPRESS CO 2.3 %
Total 55.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.6 %
SWITZERLAND 1.5 %
IRELAND 1.1 %
BERMUDA 0.7 %
BRITAIN 0.4 %






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.
1.3% 22.7% 18.6% 14.1% 6.9%

Market Correlations
versus... Beta R-squared
S&P500 0.98 67%
MSCI EAFE 0.88 57%
MSCI Emg. Mkts. 0.54 21%

Technical Indicators
Recent close $51.59
30d moving avg. $47.83
Annualized volatility 19.9%
Short interest (ETF) 8.0%
Short interest (Underlying) 1.4%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 36,314
Turnover 3.7%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 641 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™: 5.8%


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 83.3 8 -0 6.4 +0.6
VFH Vanguard Financials ETF 82.2 10 -2 6.5 +0.6
IYG iShares US Financial Services ETF 80.2 40 -32 5.5 -0.4
IYF iShares U.S. Financials ETF 75.7 40 -32 6.1 +0.2
IXG iShares Global Financials ETF 56.3 42 -34 6.8 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 54.0 40 -32 6.8 +1.0
PFI Invesco Dorsey Wright Financial Momentum ETF 31.8 60 -52 6.4 +0.6
DFNL Davis Select Financial ETF 29.8 63 -55 7.8 +2.0
KBWB Invesco KBW Bank ETF 29.4 35 -27 8.6 +2.8
USCF Themes US Cash Flow Champions ETF 29.2 29 -21 9.1 +3.3
LGCF Themes US Cash Flow Champions ETF 28.6 30 -22 8.5 +2.7
SPVU Invesco S&P 500 Enhanced Value ETF 26.7 13 -5 10.2 +4.4
IWX iShares Russell Top 200 Value ETF 26.4 20 -12 6.4 +0.6
MGV Vanguard Mega Cap Value ETF 26.2 7 1 6.8 +1.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 25.6 65 -57 3.7 -2.1
FXO First Trust Financials AlphaDEX Fund 25.4 62 -54 8.5 +2.7
PWV Invesco Large Cap Value ETF 25.0 55 -47 7.5 +1.7
STXD Strive 1000 Dividend Growth ETF 24.5 35 -27 5.0 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 24.4 15 -7 3.6 -2.2
USMC Principal U.S. Mega-Cap ETF 24.1 12 -4 4.7 -1.2
VTV Vanguard Value ETF 24.1 4 4 7.1 +1.2
DFLV Dimensional US Large Cap Value ETF 23.2 22 -14 8.2 +2.3
IYJ iShares U.S. Industrials ETF 22.8 40 -32 4.5 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 21.8 4 4 6.9 +1.1
VIG Vanguard Dividend Appreciation ETF 21.6 6 2 5.7 -0.1
EVUS iShares ESG Aware MSCI USA Value ETF 21.6 18 -10 6.9 +1.1
FTXO First Trust Nasdaq Bank ETF 21.4 60 -52 9.3 +3.5
SPVM Invesco S&P 500 Value with Momentum ETF 21.4 39 -31 8.5 +2.6
VONV Vanguard Russell 1000 Value ETF 21.3 8 0 6.7 +0.9
IWD iShares Russell 1000 Value ETF 21.3 19 -11 6.6 +0.8
JOET Virtus Terranova US Quality Momentum ETF 21.1 29 -21 4.8 -1.1
SNPV Xtrackers S&P 500 Value ESG ETF 20.9 15 -7 7.0 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 20.9 18 -10 6.9 +1.1
REVS Columbia Research Enhanced Value ETF 20.7 19 -11 7.9 +2.1
DFUV Dimensional US Marketwide Value ETF 20.5 22 -14 8.0 +2.1
JAVA JPMorgan Active Value ETF 20.4 44 -36 6.6 +0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 20.3 12 -4 6.7 +0.9
SPMO Invesco S&P 500 Momentum ETF 20.2 13 -5 3.8 -2.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 20.2 32 -24 5.1 -0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 20.1 60 -52 7.3 +1.5
SPXT ProShares S&P 500 Ex-Technology ETF 20.1 9 -1 5.7 -0.2
USXF iShares ESG Advanced MSCI USA ETF 20.0 10 -2 4.8 -1.0
KCE SPDR S&P Capital Markets ETF 20.0 35 -27 5.9 +0.0
FDFF Fidelity Disruptive Finance ETF 19.7 50 -42 4.0 -1.8
ILCV iShares Morningstar Value ETF 19.7 4 4 6.8 +1.0
DGRO iShares Core Dividend Growth ETF 19.7 8 0 6.6 +0.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 19.7 15 -7 6.2 +0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 19.6 35 -27 5.3 -0.5
VEGN US Vegan Climate ETF 19.6 60 -52 4.6 -1.2
PFM Invesco Dividend Achievers ETF 19.1 53 -45 5.4 -0.4
QUVU Hartford Quality Value ETF 19.1 46 -38 7.3 +1.5
NULV Nuveen ESG Large-Cap Value ETF 19.0 26 -18 6.4 +0.5
NUDV Nuveen ESG Dividend ETF 18.9 26 -18 7.5 +1.7
STXV Strive 1000 Value ETF 18.9 18 -10 8.3 +2.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.9 75 -67 4.4 -1.4
FBCV Fidelity Blue Chip Value ETF 18.8 59 -51 7.5 +1.7
DIVB iShares Core Dividend ETF 18.7 5 3 7.9 +2.0
FMTM MarketDesk Focused U.S. Momentum ETF 18.7 45 -37 5.1 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 18.7 39 -31 7.1 +1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 18.5 75 -67 5.8 0.0
GSIB Themes Global Systemically Important Banks ETF 18.5 35 -27 10.3 +4.4
RDVY First Trust Rising Dividend Achievers ETF 18.3 50 -42 7.6 +1.7
VYM Vanguard High Dividend Yield Index ETF 18.2 6 2 7.4 +1.5
MODL VictoryShares WestEnd U.S. Sector ETF 18.2 42 -34 4.7 -1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 18.0 28 -20 6.2 +0.3
EQWL Invesco S&P 100 Equal Weight ETF 17.9 25 -17 6.2 +0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 17.6 12 -4 4.7 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 17.6 11 -3 5.3 -0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 17.2 75 -67 5.3 -0.5
QUS SPDR MSCI USA StrategicFactors ETF 17.0 15 -7 5.8 -0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 17.0 19 -11 5.3 -0.5
PWB Invesco Large Cap Growth ETF 17.0 56 -48 2.9 -3.0
MAVF Matrix Advisors Value ETF 16.9 75 -67 6.2 +0.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 16.9 60 -52 4.6 -1.3
DUSA Davis Select U.S. Equity ETF 16.6 61 -53 7.7 +1.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 16.6 60 -52 7.8 +1.9
DSPY Tema S&P 500 Historical Weight ETF 16.5 18 -10 5.3 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 16.4 12 -4 7.8 +1.9
FNDX Schwab Fundamental US Large Co. Index ETF 16.3 25 -17 7.4 +1.6
EPS WisdomTree U.S. LargeCap Fund 16.3 8 0 6.0 +0.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 16.3 75 -67 3.1 -2.7
LST Leuthold Select Industries ETF 16.3 91 -83 5.6 -0.2
SPHQ Invesco S&P 500 Quality ETF 16.2 15 -7 5.1 -0.7
LVOL American Century Low Volatility ETF 16.2 29 -21 4.9 -1.0
FUNL CornerCap Fundametrics Large-Cap ETF 16.2 50 -42 7.5 +1.6
RWL Invesco S&P 500 Revenue ETF 16.2 39 -31 6.9 +1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 16.1 29 -21 4.4 -1.4
DTD WisdomTree U.S. Total Dividend Fund 16.1 28 -20 6.5 +0.7
VOOV Vanguard S&P 500 Value ETF 16.1 10 -2 6.5 +0.6
IVE iShares S&P 500 Value ETF 16.0 18 -10 6.4 +0.5
SPYV SPDR Portfolio S&P 500 Value ETF 16.0 4 4 6.5 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 16.0 60 -52 5.0 -0.9
NULC Nuveen ESG Large-Cap ETF 15.9 21 -13 4.9 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 15.9 59 -51 6.2 +0.3
XVV iShares ESG Screened S&P 500 ETF 15.9 8 0 5.1 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 15.9 48 -40 6.0 +0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 15.7 9 -1 4.9 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 15.7 30 -22 4.7 -1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 15.7 9 -1 5.0 -0.9
AVLV Avantis U.S. Large Cap Value ETF 15.7 15 -7 8.0 +2.2
CHGX AXS Change Finance ESG ETF 15.6 49 -41 4.9 -0.9
SPLV Invesco S&P 500 Low Volatility ETF 15.6 25 -17 5.2 -0.6
CFA VictoryShares US 500 Volatility Wtd ETF 15.3 35 -27 5.9 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 15.3 40 -32 5.9 +0.0
FNDB Schwab Fundamental US Broad Market Index ETF 15.3 25 -17 7.4 +1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 15.3 10 -2 4.5 -1.4
SNPE Xtrackers S&P 500 ESG ETF 15.2 10 -2 5.3 -0.5
KIE SPDR S&P Insurance ETF 15.2 35 -27 6.5 +0.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 15.2 40 -32 4.3 -1.6
FFLC Fidelity Fundamental Large Cap Core ETF 15.2 38 -30 4.8 -1.0
IUSV iShares Core S&P US Value ETF 15.2 4 4 6.7 +0.8
USMV iShares MSCI USA Min Vol Factor ETF 15.1 15 -7 5.5 -0.3
ULVM VictoryShares US Value Momentum ETF 15.1 20 -12 7.4 +1.6
QUAL iShares MSCI USA Quality Factor ETF 15.0 15 -7 5.3 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 14.9 8 0 5.2 -0.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.9 20 -12 4.9 -0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 14.8 36 -28 5.0 -0.9
OALC OneAscent Large Cap Core ETF 14.8 86 -78 4.3 -1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 14.7 15 -7 4.8 -1.0
TOPT iShares Top 20 U.S. Stocks ETF 14.7 20 -12 4.2 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.7 29 -21 6.6 +0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 14.7 16 -8 5.7 -0.2
GSPY Gotham Enhanced 500 ETF 14.7 50 -42 5.5 -0.4
AVSU Avantis Responsible U.S. Equity ETF 14.7 15 -7 6.3 +0.4
MGC Vanguard Mega Cap ETF 14.7 7 1 4.9 -1.0
JHML John Hancock Multifactor Large Cap ETF 14.6 29 -21 5.5 -0.3
IVV iShares Core S&P 500 ETF 14.5 3 5 5.2 -0.6
SPLG SPDR Portfolio S&P 500 ETF 14.5 2 6 5.2 -0.6
LRGC AB US Large Cap Strategic Equities ETF 14.5 48 -40 4.8 -1.1
SPY SPDR S&P 500 ETF Trust 14.5 9 -1 5.1 -0.7
TMFC Motley Fool 100 Index ETF 14.5 50 -42 3.7 -2.2
VOO Vanguard S&P 500 ETF 14.5 3 5 5.2 -0.7
IWL iShares Russell Top 200 ETF 14.4 15 -7 4.9 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 14.4 9 -1 5.0 -0.8
TOLL Tema Monopolies and Oligopolies ETF 14.4 75 -67 3.7 -2.1
QLC FlexShares US Quality Large Cap Index Fund 14.4 25 -17 5.7 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14.4 9 -1 5.4 -0.4
ADME Aptus Drawdown Managed Equity ETF 14.3 79 -71 4.2 -1.6
RAFE PIMCO RAFI ESG U.S. ETF 14.3 29 -21 7.5 +1.6
DFVX Dimensional US Large Cap Vector ETF 14.3 22 -14 6.5 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 14.3 59 -51 9.3 +3.5
PY Principal Value ETF 14.3 15 -7 7.4 +1.6
RFFC ALPS Active Equity Opportunity ETF 14.3 48 -40 4.7 -1.2
ABEQ Absolute Select Value ETF 14.3 85 -77 4.8 -1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 14.3 65 -57 3.4 -2.4
VSLU Applied Finance Valuation Large Cap ETF 14.3 49 -41 5.8 -0.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 14.2 10 -2 4.5 -1.4
TOV JLens 500 Jewish Advocacy U.S. ETF 14.2 18 -10 4.9 -1.0
CATH Global X S&P 500 Catholic Values Custom ETF 14.2 29 -21 4.9 -0.9
VV Vanguard Large-Cap ETF 14.2 4 4 5.1 -0.8
GRNY Fundstrat Granny Shots US Large Cap ETF 14.2 75 -67 3.3 -2.6
ZECP Zacks Earnings Consistent Portfolio ETF 14.1 55 -47 5.0 -0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 14.1 7 1 5.2 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 14.1 20 -12 5.3 -0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 14.1 75 -67 4.2 -1.6
ESGU iShares ESG Aware MSCI USA ETF 14.1 15 -7 5.0 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 14.0 18 -10 5.4 -0.4
ICAP InfraCap Equity Income Fund ETF 14.0 171 -163 7.0 +1.2
RSP Invesco S&P 500 Equal Weight ETF 14.0 20 -12 6.5 +0.7
UDI USCF Dividend Income Fund 14.0 65 -57 8.4 +2.6
JQUA JPMorgan U.S. Quality Factor ETF 13.8 12 -4 5.9 +0.0
ILCB iShares Morningstar U.S. Equity ETF 13.8 3 5 5.1 -0.7
RECS Columbia Research Enhanced Core ETF 13.8 15 -7 6.1 +0.2
BDIV AAM Brentview Dividend Growth ETF 13.7 49 -41 4.7 -1.1
FLV American Century Focused Large Cap Value ETF 13.7 42 -34 6.8 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 13.7 10 -2 5.1 -0.7
DSI iShares MSCI KLD 400 Social ETF 13.7 25 -17 5.1 -0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 13.7 25 -17 5.2 -0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 13.6 15 -7 4.6 -1.3
STRV Strive 500 ETF 13.6 5 3 5.0 -0.8
LOWV AB US Low Volatility Equity ETF 13.6 48 -40 5.2 -0.6
SHE SPDR MSCI USA Gender Diversity ETF 13.6 20 -12 5.1 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 13.5 18 -10 5.6 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 13.5 10 -2 5.3 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.5 20 -12 6.6 +0.8
VOTE TCW Transform 500 ETF 13.4 5 3 5.1 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 13.4 6 2 8.4 +2.5
PBUS Invesco MSCI USA ETF 13.4 4 4 5.1 -0.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 13.4 3 5 5.4 -0.5
PDP Invesco Dorsey Wright Momentum ETF 13.4 62 -54 3.7 -2.1
IWB iShares Russell 1000 ETF 13.4 15 -7 5.1 -0.8
OEF iShares S&P 100 ETF 13.4 20 -12 4.8 -1.0
VONE Vanguard Russell 1000 ETF 13.4 8 0 5.2 -0.7
ACVF American Conservative Values ETF 13.4 75 -67 4.5 -1.4
AVUS Avantis U.S. Equity ETF 13.4 15 -7 6.1 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 13.3 7 1 5.1 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 13.3 2 6 5.2 -0.7
IYY iShares Dow Jones U.S. ETF 13.3 20 -12 5.0 -0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 13.3 15 -7 5.1 -0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 13.3 10 -2 5.1 -0.7
SCHX Schwab U.S. Large-Cap ETF 13.2 3 5 5.2 -0.6
DFUS Dimensional U.S. Equity ETF 13.2 9 -1 5.1 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.2 9 -1 6.2 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 13.2 70 -62 4.6 -1.2
FDLO Fidelity Low Volatility Factor ETF 13.2 15 -7 5.5 -0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 13.2 0 8 5.1 -0.7
FDVV Fidelity High Dividend ETF 13.2 15 -7 8.1 +2.2
VLUE iShares MSCI USA Value Factor ETF 13.1 15 -7 10.2 +4.3
IVW iShares S&P 500 Growth ETF 13.1 18 -10 4.2 -1.7
VOOG Vanguard S&P 500 Growth ETF 13.1 10 -2 4.2 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 13.1 4 4 4.3 -1.6
INRO iShares U.S. Industry Rotation Active ETF 13.1 42 -34 4.9 -1.0
EDOW First Trust Dow 30 Equal Weight ETF 12.9 50 -42 5.3 -0.6
SCHK Schwab 1000 Index ETF 12.9 5 3 5.3 -0.6
VFMF Vanguard U.S. Multifactor ETF 12.9 18 -10 8.3 +2.4
LCF Touchstone US Large Cap Focused ETF 12.9 69 -61 4.5 -1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 12.9 38 -30 6.2 +0.4
ESGV Vanguard ESG U.S. Stock ETF 12.8 9 -1 4.9 -0.9
LEAD Siren DIVCON Leaders Dividend ETF 12.8 43 -35 4.3 -1.5
IWV iShares Russell 3000 ETF 12.8 20 -12 5.0 -0.9
SXQG ETC 6 Meridian Quality Growth ETF 12.8 100 -92 4.4 -1.4
VTHR Vanguard Russell 3000 ETF 12.8 10 -2 5.1 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 12.8 3 5 5.1 -0.7
RVRB Reverb ETF 12.8 30 -22 4.8 -1.0
DFAU Dimensional US Core Equity Market ETF 12.7 12 -4 5.3 -0.5
VTI Vanguard Total Stock Market ETF 12.7 3 5 5.1 -0.7
INCE Franklin Income Equity Focus ETF 12.6 29 -21 5.7 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 12.6 49 -41 5.0 -0.9
DCOR Dimensional US Core Equity 1 ETF 12.5 14 -6 5.6 -0.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 12.5 5 3 8.1 +2.3
GLBL Pacer MSCI World Industry Advantage ETF 12.5 65 -57 4.5 -1.4
SFY SoFi Select 500 ETF 12.5 0 8 4.6 -1.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.4 19 -11 6.5 +0.7
IUSG iShares Core S&P U.S. Growth ETF 12.4 4 4 4.4 -1.5
SCHB Schwab U.S. Broad Market ETF 12.4 3 5 5.2 -0.6
DIVL Madison Dividend Value ETF 12.4 65 -57 5.8 0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 12.4 59 -51 2.9 -3.0
VOE Vanguard Mid-Cap Value ETF 12.4 7 1 7.8 +1.9
KLMN Invesco MSCI North America Climate ETF 12.4 9 -1 5.2 -0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 12.4 11 -3 5.1 -0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 12.4 14 -6 5.1 -0.7
EUSA iShares MSCI USA Equal Weighted ETF 12.3 9 -1 6.2 +0.3
SUSA iShares MSCI USA ESG Select ETF 12.3 25 -17 4.9 -0.9
JEPI JPMorgan Equity Premium Income ETF 12.3 35 -27 5.7 -0.2
IMCB iShares Morningstar Mid-Cap ETF 12.3 4 4 6.1 +0.3
DVND Touchstone Dividend Select ETF 12.2 67 -59 6.0 +0.2
BLCR iShares Large Cap Core Active ETF 12.2 36 -28 4.0 -1.9
KRMA Global X Conscious Companies ETF 12.2 43 -35 5.9 +0.1
FVAL Fidelity Value Factor ETF 12.1 15 -7 7.2 +1.3
SIZE iShares MSCI USA Size Factor ETF 12.1 15 -7 5.9 +0.1
EBI Longview Advantage ETF 12.1 35 -27 6.9 +1.0
FQAL Fidelity Quality Factor ETF 12.1 15 -7 5.7 -0.1
AUSF Global X Adaptive U.S. Factor ETF 12.0 27 -19 9.3 +3.5
VFVA Vanguard U.S. Value Factor ETF 12.0 13 -5 11.5 +5.7
VO Vanguard Mid-Cap ETF 11.9 4 4 5.9 +0.1
VFMO Vanguard U.S. Momentum Factor ETF 11.9 13 -5 3.2 -2.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 11.9 25 -17 5.3 -0.6
LRGF iShares U.S. Equity Factor ETF 11.8 8 0 5.7 -0.1
PCGG Polen Capital Global Growth ETF 11.8 85 -77 3.7 -2.2
XPND First Trust Expanded Technology ETF 11.8 65 -57 4.1 -1.8
BPAY BlackRock Future Financial and Technology ETF 11.8 70 -62 7.3 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.7 65 -57 8.2 +2.4
IWS iShares Russell Mid-Cap Value ETF 11.7 23 -15 6.9 +1.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 11.7 68 -60 0.3 -5.5
FTGS First Trust Growth Strength ETF 11.6 60 -52 5.0 -0.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 11.5 12 -4 5.6 -0.2
XLG Invesco S&P 500 Top 50 ETF 11.5 20 -12 4.7 -1.2
USSE Segall Bryant & Hamill Select Equity ETF 11.5 65 -57 4.2 -1.7
DUHP Dimensional US High Profitability ETF 11.5 21 -13 6.4 +0.6
APUE ActivePassive U.S. Equity ETF 11.5 45 -37 4.9 -1.0
SAMT Strategas Macro Thematic Opportunities ETF 11.5 65 -57 3.1 -2.7
GOP Unusual Whales Subversive Republican Trading ETF 11.4 50 -42 6.1 +0.2
VUSE Vident U.S. Equity Strategy ETF 11.4 50 -42 4.5 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11.4 10 -2 5.4 -0.4
EQIN Columbia US Equity Income ETF 11.4 35 -27 7.0 +1.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.3 29 -21 6.5 +0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.3 25 -17 6.0 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 11.2 17 -9 5.8 -0.1
FTCS First Trust Capital Strength ETF 11.2 55 -47 5.6 -0.2
SWP SWP Growth & Income ETF 11.2 99 -91 4.5 -1.4
AFLG First Trust Active Factor Large Cap ETF 11.2 55 -47 6.2 +0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.1 25 -17 6.0 +0.2
SPGP Invesco S&P 500 GARP ETF 11.1 34 -26 9.5 +3.6
FDMO Fidelity Momentum Factor ETF 11.0 15 -7 3.9 -1.9
BLCV iShares Large Cap Value Active ETF 11.0 53 -45 7.5 +1.7
KBE SPDR S&P Bank ETF 11.0 35 -27 9.9 +4.0
FFND Future Fund Active ETF 10.9 100 -92 4.6 -1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.9 80 -72 7.0 +1.1
BKWO BNY Mellon Women's Opportunities ETF 10.8 50 -42 3.8 -2.1
MAGA Point Bridge America First ETF 10.8 72 -64 6.0 +0.2
IAK iShares U.S. Insurance ETF 10.7 40 -32 6.5 +0.6
FDWM Fidelity Women's Leadership ETF 10.7 59 -51 5.2 -0.7
CGUS Capital Group Core Equity ETF 10.7 33 -25 4.6 -1.3
BEEX BeeHive ETF 10.5 84 -76 4.7 -1.2
STXG Strive 1000 Growth ETF 10.5 18 -10 4.0 -1.8
YLDE ClearBridge Dividend Strategy ESG ETF 10.4 60 -52 5.9 +0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.4 50 -42 4.1 -1.7
JSTC Adasina Social Justice All Cap Global ETF 10.4 89 -81 4.5 -1.4
YOKE Yoke Core ETF 10.4 42 -34 4.4 -1.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.4 60 -52 6.9 +1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.3 7 1 7.6 +1.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 10.3 55 -47 4.3 -1.6
TOK iShares MSCI Kokusai ETF 10.2 26 -18 5.3 -0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 10.1 18 -10 5.6 -0.2
BITQ Bitwise Crypto Industry Innovators ETF 10.1 85 -77 -2.6 -8.4
VNSE Natixis Vaughan Nelson Select ETF 10.1 80 -72 5.1 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 10.1 30 -22 6.2 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 10.1 12 -4 5.3 -0.5
ROE Astoria US Quality Kings ETF 10.1 49 -41 6.7 +0.9
MBCC Monarch Blue Chips Core ETF 10.1 125 -117 4.1 -1.7
FSST Fidelity Sustainable U.S. Equity ETF 9.9 59 -51 4.6 -1.2
JPEF JPMorgan Equity Focus ETF 9.9 50 -42 4.5 -1.4
KOCG FIS Knights of Columbus Global Belief ETF 9.9 75 -67 5.1 -0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 9.9 9 -1 5.4 -0.5
RPV Invesco S&P 500 Pure Value ETF 9.8 35 -27 10.8 +5.0
GVIP Goldman Sachs Hedge Industry VIP ETF 9.8 45 -37 3.4 -2.4
IWR iShares Russell Midcap ETF 9.7 19 -11 5.9 +0.1
RJMG FT Raymond James Multicap Growth Equity ETF 9.7 85 -77 2.3 -3.6
URTH iShares MSCI World ETF 9.7 24 -16 5.4 -0.5
LRGE ClearBridge Large Cap Growth ESG ETF 9.6 59 -51 3.9 -1.9
DIVG Invesco S&P 500 High Dividend Growers ETF 9.5 39 -31 8.6 +2.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 9.4 35 -27 7.9 +2.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 9.4 38 -30 7.9 +2.1
SHRY First Trust Bloomberg Shareholder Yield ETF 9.4 60 -52 7.9 +2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 9.4 67 -59 10.5 +4.6
HLGE Hartford Longevity Economy ETF 9.3 44 -36 6.4 +0.6
QLV FlexShares US Quality Low Volatility Index Fund 9.3 22 -14 5.7 -0.2
SSPY Syntax Stratified LargeCap ETF 9.3 30 -22 6.7 +0.9
NULG Nuveen ESG Large-Cap Growth ETF 9.3 26 -18 3.4 -2.5
TTAC FCF US Quality ETF 9.3 59 -51 6.2 +0.4
JGRO JPMorgan Active Growth ETF 9.3 44 -36 3.6 -2.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 9.3 65 -57 6.4 +0.6
ACWV iShares MSCI Global Min Vol Factor ETF 9.2 20 -12 5.8 -0.0
JMOM JPMorgan U.S. Momentum Factor ETF 9.2 12 -4 4.6 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 9.1 9 -1 6.1 +0.2
FDRR Fidelity Dividend ETF for Rising Rates 9.1 15 -7 7.6 +1.8
USMF WisdomTree U.S. Multifactor Fund 9.1 28 -20 6.7 +0.8
DGRW WisdomTree US Quality Dividend Growth Fund 9.0 28 -20 5.7 -0.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 9.0 20 -12 5.9 +0.1
IUS Invesco RAFI Strategic US ETF 8.9 19 -11 6.9 +1.1
FMDE Fidelity Enhanced Mid Cap ETF 8.9 23 -15 5.9 +0.1
BELT iShares Long-Term U.S. Equity Active ETF 8.9 75 -67 3.3 -2.6
JGLO JPMorgan Global Select Equity ETF 8.8 33 -25 5.1 -0.8
DEUS Xtrackers Russell US Multifactor ETF 8.7 17 -9 7.0 +1.2
ACWI iShares MSCI ACWI ETF 8.6 32 -24 5.8 -0.0
BGIG Bahl & Gaynor Income Growth ETF 8.5 45 -37 5.5 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 8.5 42 -34 5.6 -0.2
KLMT Invesco MSCI Global Climate 500 ETF 8.5 10 -2 6.0 +0.2
ILCG iShares Morningstar Growth ETF 8.4 4 4 3.9 -2.0
PKW Invesco Buyback Achievers ETF 8.4 62 -54 7.6 +1.8
ROUS Hartford Multifactor US Equity ETF 8.4 19 -11 7.2 +1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.4 75 -67 7.3 +1.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 8.4 61 -53 1.4 -4.5
LGRO Level Four Large Cap Growth Active ETF 8.4 55 -47 3.9 -1.9
MBOX Freedom Day Dividend ETF 8.4 39 -31 7.6 +1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.3 15 -7 7.3 +1.5
RPG Invesco S&P 500 Pure Growth ETF 8.3 35 -27 3.3 -2.5
DHS WisdomTree U.S. High Dividend Fund 8.3 38 -30 8.3 +2.5
DTEC ALPS Disruptive Technologies ETF 8.3 50 -42 3.8 -2.0
KBWP Invesco KBW Property & Casualty Insurance ETF 8.3 35 -27 6.3 +0.5
FLRG Fidelity U.S. Multifactor ETF 8.3 15 -7 7.0 +1.1
BEEZ Honeytree U.S. Equity ETF 8.3 64 -56 3.6 -2.3
RUNN Running Oak Efficient Growth ETF 8.2 58 -50 4.8 -1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 8.2 60 -52 10.1 +4.3
DANA Dana Unconstrained Equity ETF 8.2 50 -42 3.1 -2.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.2 40 -32 3.8 -2.1
FLQL Franklin LibertyQ U.S. Equity ETF 8.1 15 -7 5.6 -0.2
DGT SPDR Global Dow ETF 8.1 50 -42 7.5 +1.6
IWY iShares Russell Top 200 Growth ETF 7.9 20 -12 4.7 -1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.9 12 -4 4.6 -1.2
CAML Congress Large Cap Growth ETF 7.9 66 -58 3.2 -2.6
RGEF Rockefeller Global Equity ETF 7.9 55 -47 5.1 -0.8
SDEP SFP Core Equity Strategy 7.8 10 -2 6.5 +0.7
JHMM John Hancock Multifactor Mid Cap ETF 7.8 42 -34 6.5 +0.7
BGDV Bahl & Gaynor Dividend ETF 7.8 45 -37 4.9 -1.0
VT Vanguard Total World Stock ETF 7.8 7 1 6.2 +0.3
GGRW Gabelli Growth Innovators ETF 7.8 90 -82 2.5 -3.4
NANC Unusual Whales Subversive Democratic Trading ETF 7.7 75 -67 3.9 -2.0
QGRW WisdomTree U.S. Quality Growth Fund 7.7 28 -20 4.3 -1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 7.7 6 2 4.1 -1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 7.6 20 -12 7.1 +1.2
CGGR Capital Group Growth ETF 7.6 39 -31 3.4 -2.5
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 7.5 65 -57 -1.5 -7.3
FOVL iShares Focused Value Factor ETF 7.4 25 -17 10.1 +4.2
HDUS Hartford Disciplined US Equity ETF 7.3 19 -11 5.9 +0.1
ACSI American Customer Satisfaction ETF 7.1 65 -57 4.9 -0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.1 64 -56 2.3 -3.5
BGRO iShares Large Cap Growth Active ETF 7.1 55 -47 3.2 -2.6
GINN Goldman Sachs Innovate Equity ETF 7.0 52 -44 4.1 -1.7
QDF FlexShares Quality Dividend Index Fund 7.0 37 -29 6.5 +0.7
GLOF iShares Global Equity Factor ETF 6.9 20 -12 6.9 +1.0
MOTE VanEck Morningstar ESG Moat ETF 6.9 49 -41 5.8 -0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.8 15 -7 4.4 -1.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.8 49 -41 4.8 -1.1
EQRR ProShares Equities for Rising Rates ETF 6.8 35 -27 8.3 +2.5
HKND Humankind US Stock ETF 6.7 11 -3 7.4 +1.5
SPHB Invesco S&P 500 High Beta ETF 6.7 25 -17 4.9 -1.0
SCHG Schwab U.S. Large-Cap Growth ETF 6.6 4 4 4.1 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 6.6 79 -71 5.1 -0.8
IWF iShares Russell 1000 Growth ETF 6.6 19 -11 4.5 -1.3
VONG Vanguard Russell 1000 Growth ETF 6.6 8 0 4.6 -1.2
BLOK Amplify Transformational Data Sharing ETF 6.6 75 -67 0.3 -5.5
LYLD Cambria Large Cap Shareholder Yield ETF 6.5 59 -51 9.9 +4.0
EMOT First Trust S&P 500 Economic Moat ETF 6.4 60 -52 6.9 +1.0
AOTG AOT Growth and Innovation ETF 6.4 75 -67 2.0 -3.8
IOO iShares Global 100 ETF 6.4 41 -33 5.2 -0.7
QLTY GMO U.S. Quality ETF 6.4 50 -42 4.9 -1.0
MGK Vanguard Mega Cap Growth ETF 6.4 7 1 4.2 -1.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.4 15 -7 6.4 +0.6
WTV WisdomTree US Value Fund of Benef Interest 6.4 12 -4 9.3 +3.5
GURU Global X Guru Index ETF 6.3 75 -67 4.1 -1.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.3 50 -42 8.3 +2.4
JGRW Jensen Quality Growth ETF 6.2 57 -49 4.5 -1.3
VUG Vanguard Growth ETF 6.2 4 4 4.1 -1.7
JVAL JPMorgan U.S. Value Factor ETF 6.2 12 -4 8.6 +2.8
FCPI Fidelity Stocks for Inflation ETF 6.1 15 -7 7.6 +1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 6.1 18 -10 4.2 -1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.1 29 -21 6.1 +0.3
OPTZ Optimize Strategy Index ETF 6.1 50 -42 5.1 -0.8
TBG TBG Dividend Focus ETF 6.1 59 -51 8.0 +2.1
HAPY Harbor Human Capital Factor Unconstrained ETF 6.1 50 -42 5.7 -0.2
TOGA Tremblant Global ETF 6.1 69 -61 1.7 -4.1
FTDS First Trust Dividend Strength ETF 6.0 70 -62 7.8 +2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.0 56 -48 6.4 +0.6
DIVZ TrueShares Low Volatility Equity Income ETF 5.9 65 -57 6.6 +0.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.9 39 -31 3.8 -2.0
THRO iShares U.S. Thematic Rotation Active ETF 5.9 90 -82 4.1 -1.7
LQPE PEO AlphaQuest Thematic PE ETF 5.9 125 -117 6.6 +0.8
VFMV Vanguard U.S. Minimum Volatility ETF 5.9 13 -5 5.7 -0.2
GDIV Harbor Dividend Growth Leaders ETF 5.9 50 -42 5.3 -0.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.9 20 -12 7.6 +1.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.9 45 -37 5.5 -0.4
RCGE RockCreek Global Equality ETF 5.8 95 -87 6.4 +0.6
VSDA VictoryShares Dividend Accelerator ETF 5.8 35 -27 7.0 +1.2
CGGO Capital Group Global Growth Equity ETF 5.7 47 -39 4.9 -1.0
LCLG Logan Capital Broad Innovative Growth ETF 5.7 99 -91 4.2 -1.6
WLDR Affinity World Leaders Equity ETF 5.7 67 -59 7.9 +2.1
VALQ American Century U.S. Quality Value ETF 5.7 29 -21 7.7 +1.9
SFYF SoFi Social 50 ETF 5.6 29 -21 0.2 -5.7
FELG Fidelity Enhanced Large Cap Growth ETF 5.6 18 -10 4.9 -0.9
JHDV John Hancock U.S. High Dividend ETF 5.6 34 -26 6.9 +1.1
TMFG Motley Fool Global Opportunities ETF 5.6 85 -77 3.8 -2.1
HDV iShares Core High Dividend ETF 5.6 8 0 7.0 +1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.6 52 -44 5.5 -0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.6 58 -50 5.4 -0.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.6 61 -53 6.8 +1.0
FLDZ RiverNorth Patriot ETF 5.5 75 -67 5.8 -0.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 5.5 55 -47 10.6 +4.8
FVD First Trust Value Line Dividend Index Fund 5.4 65 -57 6.2 +0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.4 18 -10 7.8 +1.9
LBO WHITEWOLF Publicly Listed Private Equity ETF 5.4 70 -62 8.4 +2.5
DIVS SmartETFs Dividend Builder ETF 5.4 65 -57 5.0 -0.9
FPAG FPA Global Equity ETF 5.4 49 -41 6.1 +0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 5.3 45 -37 9.5 +3.7
DVY iShares Select Dividend ETF 5.3 38 -30 9.4 +3.5
QDEF FlexShares Quality Dividend Defensive Index Fund 5.3 37 -29 6.2 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.3 15 -7 9.4 +3.6
AIEQ AI Powered Equity ETF 5.3 75 -67 5.3 -0.6
CZAR Themes Natural Monopoly ETF 5.2 35 -27 5.6 -0.2
GQQQ Astoria US Quality Growth Kings ETF 5.2 35 -27 4.9 -1.0
IBLC iShares Blockchain and Tech ETF 5.2 47 -39 -3.4 -9.3
BUYZ Franklin Disruptive Commerce ETF 5.1 50 -42 2.3 -3.6
IPDP Dividend Performers ETF 5.1 122 -114 4.9 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.1 35 -27 6.0 +0.2
VFQY Vanguard U.S. Quality Factor ETF 5.1 13 -5 6.4 +0.6
TIME Clockwise Core Equity & Innovation ETF 4.8 95 -87 2.8 -3.1
ITAN Sparkline Intangible Value ETF 4.8 50 -42 6.5 +0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.8 49 -41 9.7 +3.9
MDLV Morgan Dempsey Large Cap Value ETF 4.7 58 -50 7.6 +1.7
BOUT Innovator IBD Breakout Opportunities ETF 4.7 81 -73 3.1 -2.8
HOMZ Hoya Capital Housing ETF 4.7 30 -22 8.8 +3.0
PTL Inspire 500 ETF 4.6 9 -1 5.5 -0.3
FDG American Century Focused Dynamic Growth ETF 4.6 45 -37 2.1 -3.7
SIXL ETC 6 Meridian Low Beta Equity ETF 4.6 80 -72 6.1 +0.3
FFOG Franklin Focused Growth ETF 4.6 61 -53 2.5 -3.4
GVLU Gotham 1000 Value ETF 4.5 50 -42 9.1 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 4.5 20 -12 7.1 +1.2
QGRO American Century U.S. Quality Growth ETF 4.5 29 -21 3.5 -2.4
DWLD Davis Select Worldwide ETF 4.5 63 -55 7.6 +1.8
BUZZ VanEck Social Sentiment ETF 4.5 75 -67 -0.3 -6.1
IAT iShares U.S. Regional Banks ETF 4.5 40 -32 9.9 +4.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.3 7 1 9.9 +4.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.3 30 -22 8.2 +2.3
ABFL Abacus FCF Leaders ETF 4.3 59 -51 5.4 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 -23 7.1 +1.2
VAMO Cambria Value & Momentum ETF 4.3 61 -53 6.7 +0.9
CWS AdvisorShares Focused Equity ETF 4.3 84 -76 4.8 -1.1
PRAY FIS Christian Stock Fund 4.3 69 -61 5.4 -0.5
CVY Invesco Zacks Multi-Asset Income ETF 4.2 106 -98 12.3 +6.5
AGQI First Trust Active Global Quality Income ETF 4.2 85 -77 5.0 -0.9
CGDG Capital Group Dividend Growers ETF 4.1 47 -39 6.3 +0.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 -16 8.2 +2.4
FEGE First Eagle Global Equity ETF 4.1 79 -71 7.2 +1.3
DEW WisdomTree Global High Dividend Fund 4.0 58 -50 8.8 +3.0
PSET Principal Quality ETF 4.0 15 -7 5.4 -0.4
DSTL Distillate US Fundamental Stability & Value ETF 3.9 39 -31 8.4 +2.6
BCDF Horizon Kinetics Blockchain Development ETF 3.9 85 -77 4.0 -1.9
STCE Schwab Crypto Thematic ETF 3.7 30 -22 1.4 -4.4
ETHO Etho Climate Leadership U.S. ETF 3.7 47 -39 5.6 -0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.6 39 -31 10.8 +5.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.6 39 -31 -1.0 -6.8
SYLD Cambria Shareholder Yield ETF 3.6 59 -51 11.8 +6.0
WCEO Hypatia Women CEO ETF 3.6 85 -77 4.8 -1.1
IETC iShares U.S. Tech Independence Focused ETF 3.6 18 -10 3.9 -1.9
FINX Global X FinTech ETF 3.6 68 -60 2.5 -3.4
SMOT VanEck Morningstar SMID Moat ETF 3.5 49 -41 6.9 +1.0
CGDV Capital Group Dividend Value ETF 3.4 33 -25 4.8 -1.0
BRIF FIS Bright Portfolios Focused Equity ETF 3.4 65 -57 4.6 -1.2
SDY SPDR S&P Dividend ETF 3.4 35 -27 6.5 +0.7
ISHP First Trust Nasdaq Retail ETF 3.4 60 -52 5.8 -0.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.4 61 -53 -2.2 -8.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.3 60 -52 8.2 +2.4
RAYD Rayliant Quantitative Developed Market Equity ETF 3.3 80 -72 4.6 -1.2
DURA VanEck Durable High Dividend ETF 3.3 29 -21 8.7 +2.9
BIBL Inspire 100 ETF 3.2 35 -27 5.3 -0.5
FBCG Fidelity Blue Chip Growth ETF 3.2 59 -51 3.1 -2.7
TAX Cambria Tax Aware ETF 3.2 49 -41 5.2 -0.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.1 52 -44 7.0 +1.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.1 85 -77 3.9 -2.0
KOMP SPDR S&P Kensho New Economies Composite ETF 3.0 20 -12 3.5 -2.4
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 -27 6.4 +0.6
MVAL VanEck Morningstar Wide Moat Value ETF 3.0 49 -41 6.6 +0.8
TMAT Main Thematic Innovation ETF 2.9 164 -156 -1.5 -7.4
GK AdvisorShares Gerber Kawasaki ETF 2.8 75 -67 2.7 -3.2
ONEY SPDR Russell 1000 Yield Focus ETF 2.8 20 -12 9.8 +3.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.8 30 -22 8.9 +3.1
BFOR ALPS Barron's 400 ETF 2.8 65 -57 6.1 +0.2
IWP iShares Russell Mid-Cap Growth ETF 2.8 23 -15 3.4 -2.4
GINX SGI Enhanced Global Income ETF 2.7 98 -90 7.4 +1.5
KONG Formidable Fortress ETF 2.7 89 -81 5.9 +0.0
SDOG ALPS Sector Dividend Dogs ETF 2.7 36 -28 9.5 +3.7
OCFS Otter Creek Focus Strategy ETF 2.6 85 -77 3.7 -2.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 -7 7.5 +1.7
PSP Invesco Global Listed Private Equity ETF 2.6 106 -98 5.8 0.0
BLES Inspire Global Hope ETF 2.6 61 -53 6.9 +1.1
RNMC First Trust Mid Cap US Equity Select ETF 2.6 60 -52 6.2 +0.4
CZA Invesco Zacks Mid-Cap ETF 2.5 72 -64 6.5 +0.6
SURE AdvisorShares Insiders Advantage ETF 2.5 90 -82 9.9 +4.1
MILN Global X Millennial Consumer ETF 2.5 50 -42 3.7 -2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.5 39 -31 3.7 -2.1
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -38 5.9 +0.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.3 35 -27 6.1 +0.3
YALL God Bless America ETF 2.3 65 -57 3.7 -2.1
QDIV Global X S&P 500 Quality Dividend ETF 2.3 20 -12 8.5 +2.6
VOT Vanguard Mid-Cap Growth ETF 2.3 7 1 3.6 -2.2
TXS Texas Capital Texas Equity Index ETF 2.2 49 -41 5.8 -0.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.2 52 -44 6.9 +1.0
SMRI Bushido Capital US Equity ETF 2.1 71 -63 9.5 +3.7
SRHQ SRH U.S. Quality ETF 2.1 35 -27 7.5 +1.6
TPHD Timothy Plan High Dividend Stock ETF 2.1 52 -44 7.0 +1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.1 54 -46 7.3 +1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 2.1 52 -44 10.2 +4.4
ARKF ARK Fintech Innovation ETF 2.1 75 -67 -0.4 -6.2
DEMZ Democratic Large Cap Core ETF 2.1 45 -37 4.6 -1.2
ANEW ProShares MSCI Transformational Changes ETF 2.1 45 -37 6.2 +0.4
KRE SPDR S&P Regional Banking ETF 2.0 35 -27 10.2 +4.4
FSCS First Trust SMID Capital Strength ETF 2.0 60 -52 6.9 +1.0
XDAT Franklin Exponential Data ETF 1.9 50 -42 2.0 -3.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.9 27 -19 7.0 +1.2
TRFM AAM Transformers ETF 1.8 49 -41 1.7 -4.1
DIHP Dimensional International High Profitability ETF 1.8 29 -21 7.3 +1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.7 43 -35 6.3 +0.4
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 4 6.9 +1.0
WBIY WBI Power Factor High Dividend ETF 1.6 100 -92 17.1 +11.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.6 30 -22 8.4 +2.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.5 60 -52 3.7 -2.2
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -68 5.1 -0.8
BWEB Bitwise Web3 ETF 1.4 85 -77 0.2 -5.7
SPDV AAM S&P 500 High Dividend Value ETF 1.4 29 -21 10.9 +5.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 -13 4.0 -1.8
IEDI iShares U.S. Consumer Focused ETF 1.3 18 -10 5.2 -0.7
SCHD Schwab US Dividend Equity ETF 1.3 6 2 9.9 +4.1
STXM Strive Mid-Cap ETF 1.2 18 -10 6.5 +0.6
SMMD iShares Russell 2500 ETF 1.2 15 -7 6.6 +0.7
RND First Trust Bloomberg R&D Leaders ETF 1.1 60 -52 3.8 -2.0
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 -30 8.9 +3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 6.3 +0.5
DFNV Donoghue Forlines Innovation ETF 1.0 69 -61 4.4 -1.5
WCLD WisdomTree Cloud Computing Fund 1.0 45 -37 1.4 -4.5
FDN First Trust Dow Jones Internet Index Fund 1.0 52 -44 3.2 -2.7
FDND FT Vest Dow Jones Internet & Target Income ETF 1.0 75 -67 3.0 -2.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.0 60 -52 4.2 -1.6
PNQI Invesco NASDAQ Internet ETF 1.0 60 -52 3.5 -2.4
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 4.2 -1.6
IBUY Amplify Online Retail ETF 1.0 65 -57 3.0 -2.9
MVPA Miller Value Partners Appreciation ETF 1.0 60 -52 8.5 +2.7
ABOT Abacus FCF Innovation Leaders ETF 1.0 69 -61 4.4 -1.5
CVAR Cultivar ETF 1.0 87 -79 7.2 +1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.0 58 -50 4.0 -1.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -52 5.9 +0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 -7 6.1 +0.3
VB Vanguard Small-Cap ETF 0.9 5 3 6.3 +0.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.9 60 -52 5.9 +0.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 -27 4.2 -1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.8 75 -67 3.2 -2.7
TMFX Motley Fool Next Index ETF 0.8 50 -42 2.8 -3.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.8 56 -48 2.6 -3.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.8 78 -70 9.9 +4.1
SFYX SoFi Next 500 ETF 0.7 0 8 5.9 +0.0
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 5.8 0.0
KNO AXS Knowledge Leaders ETF 0.7 78 -70 6.1 +0.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -52 7.8 +2.0
EZM WisdomTree U.S. MidCap Fund 0.7 38 -30 9.4 +3.6
ARB AltShares Merger Arbitrage ETF 0.7 77 -69 3.9 -1.9
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 -7 7.3 +1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 1 6.3 +0.5
COPY Tweedy, Browne Insider + Value ETF 0.6 80 -72 12.6 +6.7
POWA Invesco Bloomberg Pricing Power ETF 0.6 40 -32 5.6 -0.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.6 384 -376 13.5 +7.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -48 12.3 +6.5
ISCB iShares Morningstar Small-Cap ETF 0.6 4 4 6.3 +0.5
XT iShares Exponential Technologies ETF 0.6 46 -38 5.6 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 0.6 20 -12 4.3 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 -17 8.2 +2.3
VIDI Vident International Equity Strategy ETF 0.5 61 -53 11.3 +5.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -62 11.7 +5.8
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 2 9.7 +3.8
VBR Vanguard Small Cap Value ETF 0.5 7 1 9.4 +3.6
QQQ Invesco QQQ Trust Series I 0.5 20 -12 4.2 -1.6
QQQM Invesco NASDAQ 100 ETF 0.5 15 -7 4.3 -1.6
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 -6 5.9 +0.0
FEOE First Eagle Overseas Equity ETF 0.4 79 -71 8.4 +2.5
VBK Vanguard Small-Cap Growth ETF 0.4 7 1 1.9 -3.9
DFAS Dimensional U.S. Small Cap ETF 0.4 26 -18 6.8 +0.9
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 -27 5.1 -0.8
COWS Amplify Cash Flow Dividend Leaders ETF 0.4 0 8 12.6 +6.8
TMFM Motley Fool Mid-Cap Growth ETF 0.4 85 -77 3.6 -2.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.4 65 -57 5.2 -0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 -9 6.1 +0.2
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 -20 10.0 +4.1
APIE ActivePassive International Equity ETF 0.3 45 -37 7.6 +1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -62 2.9 -3.0
NIXT Research Affiliates Deletions ETF 0.3 9 -1 5.8 -0.1
ZIG Acquirers Fund 0.3 84 -76 20.5 +14.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.3 48 -40 8.3 +2.4
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -57 8.7 +2.9
NUMG Nuveen ESG Mid-Cap Growth ETF 0.2 31 -23 2.5 -3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.2 15 -7 6.5 +0.7
WRND IQ Global Equity R&D Leaders ETF 0.2 18 -10 8.9 +3.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.2 20 -12 5.0 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.2 15 -7 5.4 -0.5
SMAP Amplify Small-Mid Cap Equity ETF 0.2 60 -52 5.5 -0.3
DFSV Dimensional US Small Cap Value ETF 0.2 31 -23 10.8 +5.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -31 6.7 +0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 -22 6.8 +1.0
MGRO VanEck Morningstar Wide Moat Growth ETF 0.1 49 -41 4.4 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 2 2.9 -2.9
JHSC John Hancock Multifactor Small Cap ETF 0.1 42 -34 7.0 +1.1
NUSC Nuveen ESG Small-Cap ETF 0.1 31 -23 5.6 -0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.1 25 -17 8.2 +2.4

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

  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 11.9 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.8 %
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.