Financial Select Sector SPDR
ALTAR
Score™		 5.4% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.2x P/Sales
ratio		 3.7x
P/BV
ratio		 2.3x Div.
yield		 1.4%


  • 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) $56,308
Currency USD
Expense ratio 8 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


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

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 11.5 %
JPMORGAN CHASE & CO 11.4 %
VISA INC. CLASS A 7.4 %
MASTERCARD INCORPORATED CLASS A 5.4 %
BANK OF AMERICA CORP 4.9 %
GOLDMAN SACHS GROUP INC 4.0 %
WELLS FARGO & CO 3.4 %
MORGAN STANLEY 3.4 %
CITIGROUP INC 3.0 %
AMERICAN EXPRESS CO 2.4 %
Total 56.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.3 %
SWITZERLAND 1.6 %
IRELAND 1.0 %
BERMUDA 0.6 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.3% 4.0% 9.8% 13.3% 5.9%

Market Correlations
versus... Beta R-squared
S&P500 0.67 32%
MSCI EAFE 0.43 21%
MSCI Emg. Mkts. 0.14 5%

Technical Indicators
Recent close $56.26
30d moving avg. $54.23
Annualized volatility 16.6%
Short interest (ETF) 5.5%
Short interest (Underlying) 1.4%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 34,823
Turnover 3.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the Financial Select Sector SPDR ETF based on the alternatives' overlap in portfolio holdings with XLF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLF Expense: 8 bp ALTAR Score™: 5.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLF
Ticker Fund
Name		 Overlap1
vs XLF
(%)		 Expense
ratio
(bp)		 Savings
vs XLF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLF
(%)
IYG iShares US Financial Services ETF 84.2 40 -32 5.0 -0.4
VFH Vanguard Financials ETF 83.1 9 -1 5.8 +0.4
IYF iShares U.S. Financials ETF 80.1 40 -32 5.4 0.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 52.5 40 -32 6.0 +0.6
IXG iShares Global Financials ETF 50.8 42 -34 5.9 +0.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 38.7 49 -41 4.7 -0.7
KBWB Invesco KBW Bank ETF 36.7 35 -27 6.2 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 29.3 13 -5 8.1 +2.7
DFNL Davis Select Financial ETF 29.2 63 -55 7.0 +1.5
PWV Invesco Large Cap Value ETF 28.8 55 -47 5.9 +0.5
USCF Themes US Cash Flow Champions ETF 28.6 29 -21 7.5 +2.1
LGCF Themes US Cash Flow Champions ETF 28.0 30 -22 7.0 +1.6
PFI Invesco Dorsey Wright Financial Momentum ETF 27.4 60 -52 4.5 -0.9
EQIN Columbia US Equity Income ETF 27.2 35 -27 6.1 +0.6
FTXO First Trust Nasdaq Bank ETF 25.1 60 -52 7.0 +1.6
STXD Strive 1000 Dividend Growth ETF 22.7 35 -27 4.4 -1.0
FXO First Trust Financials AlphaDEX Fund 22.4 62 -54 7.6 +2.2
GSIB Themes Global Systemically Important Banks ETF 22.3 35 -27 7.8 +2.4
MGV Vanguard Mega Cap Value ETF 22.2 7 1 5.3 -0.1
RDVY First Trust Rising Dividend Achievers ETF 21.5 50 -42 4.9 -0.6
PRXV Praxis Impact Large Cap Value ETF 21.4 36 -28 5.4 -0.0
SPVM Invesco S&P 500 Value with Momentum ETF 21.3 39 -31 6.1 +0.7
KCE State Street SPDR S&P Capital Markets ETF 21.2 35 -27 5.8 +0.3
VTV Vanguard Value ETF 21.2 4 4 5.7 +0.3
DFLV Dimensional US Large Cap Value ETF 20.9 22 -14 6.0 +0.6
IWX iShares Russell Top 200 Value ETF 20.8 20 -12 4.8 -0.6
SPMO Invesco S&P 500 Momentum ETF 19.8 13 -5 3.0 -2.4
USMC Principal U.S. Mega-Cap ETF 19.5 12 -4 3.6 -1.9
STXV Strive 1000 Value ETF 19.4 18 -10 6.7 +1.3
DGRO iShares Core Dividend Growth ETF 19.1 8 0 5.4 +0.0
VIG Vanguard Dividend Appreciation ETF 19.1 5 3 4.9 -0.6
VDIG Vanguard Wellington Dividend Growth Active ETF 19.0 40 -32 4.4 -1.0
JAVA JPMorgan Active Value ETF 19.0 44 -36 5.4 -0.1
PFM Invesco Dividend Achievers ETF 18.9 53 -45 4.6 -0.8
MAVF Matrix Advisors Value ETF 18.7 75 -67 4.8 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 18.5 4 4 5.6 +0.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 18.4 40 -32 3.9 -1.6
MODL VictoryShares WestEnd U.S. Sector ETF 18.4 42 -34 4.0 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 18.4 9 -1 4.8 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 18.3 32 -24 3.9 -1.5
NUDV Nuveen ESG Dividend ETF 18.1 26 -18 6.1 +0.6
FELV Fidelity Enhanced Large Cap Value ETF 18.1 18 -10 5.3 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 18.0 28 -20 5.4 -0.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.0 75 -67 5.9 +0.4
DFUV Dimensional US Marketwide Value ETF 17.9 22 -14 6.0 +0.6
IYJ iShares U.S. Industrials ETF 17.9 40 -32 4.0 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 17.8 18 -10 5.5 +0.1
AOTS AOT Software Platform ETF 17.8 49 -41 4.7 -0.7
SPMV Invesco S&P 500 Minimum Variance ETF 17.7 10 -2 5.3 -0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 17.6 12 -4 5.2 -0.2
VYM Vanguard High Dividend Yield Index ETF 17.5 6 2 6.0 +0.6
REVS Columbia Research Enhanced Value ETF 17.5 19 -11 6.4 +1.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 17.3 65 -57 3.6 -1.9
NULV Nuveen ESG Large-Cap Value ETF 17.3 26 -18 5.1 -0.3
IWD iShares Russell 1000 Value ETF 17.1 19 -11 5.2 -0.3
VONV Vanguard Russell 1000 Value ETF 17.0 7 1 5.3 -0.2
ILCV iShares Morningstar Value ETF 16.9 4 4 5.2 -0.2
FBCV Fidelity Blue Chip Value ETF 16.7 59 -51 5.6 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 16.5 25 -17 5.3 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 16.3 34 -26 5.5 +0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 16.3 35 -27 4.3 -1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 16.2 12 -4 6.1 +0.7
DTD WisdomTree U.S. Total Dividend Fund 16.2 28 -20 5.6 +0.2
FTA First Trust Large Cap Value AlphaDEX Fund 16.1 59 -51 7.4 +2.0
SNPV Xtrackers S&P 500 Value ESG ETF 16.1 15 -7 5.3 -0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 16.1 48 -40 5.5 +0.1
FUNL CornerCap Fundametrics Large-Cap ETF 16.0 50 -42 6.3 +0.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 16.0 49 -41 5.0 -0.5
FDFF Fidelity Disruptive Finance ETF 15.9 50 -42 5.2 -0.2
ULVM VictoryShares US Value Momentum ETF 15.8 20 -12 5.9 +0.5
CFA VictoryShares US 500 Volatility Wtd ETF 15.7 35 -27 5.3 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 15.5 6 2 6.8 +1.3
RWL Invesco S&P 500 Revenue ETF 15.5 39 -31 5.6 +0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 15.5 40 -32 5.2 -0.2
DIVB iShares Core Dividend ETF 15.4 5 3 6.7 +1.2
EPS WisdomTree U.S. LargeCap Fund 15.4 8 0 4.7 -0.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 15.3 4 4 5.6 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 15.2 29 -21 4.0 -1.5
IVE iShares S&P 500 Value ETF 15.1 18 -10 5.5 +0.0
SGLC SGI U.S. Large Cap Core ETF 15.1 85 -77 3.7 -1.8
VOOV Vanguard S&P 500 Value ETF 15.0 7 1 5.6 +0.2
DIA SPDR Dow Jones Industrial Average ETF 15.0 16 -8 4.7 -0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 14.9 11 -3 4.3 -1.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 14.9 15 -7 4.2 -1.2
XOEF iShares S&P 500 ex S&P 100 ETF 14.8 20 -12 4.6 -0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 14.5 30 -22 3.8 -1.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 14.5 12 -4 3.8 -1.6
ASLV Allspring Special Large Value ETF 14.4 35 -27 5.1 -0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 14.4 75 -67 4.9 -0.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 14.4 15 -7 5.0 -0.4
SEMG Suncoast Select Growth ETF 14.4 60 -52 3.8 -1.6
IUSV iShares Core S&P US Value ETF 14.3 4 4 5.7 +0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 14.3 19 -11 4.8 -0.6
USXF iShares ESG Advanced MSCI USA ETF 14.3 10 -2 3.8 -1.6
SWP SWP Growth & Income ETF 14.2 99 -91 4.4 -1.0
BPAY BlackRock Future Financial and Technology ETF 14.1 70 -62 5.1 -0.3
RSP Invesco S&P 500 Equal Weight ETF 14.0 20 -12 5.8 +0.3
EDOW First Trust Dow 30 Equal Weight ETF 13.9 50 -42 4.6 -0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.8 20 -12 5.4 -0.0
AVSU Avantis Responsible U.S. Equity ETF 13.8 15 -7 4.9 -0.6
AKRE Akre Focus ETF 13.7 106 -98 4.3 -1.2
TOPC iShares S&P 500 3% Capped ETF 13.7 15 -7 4.4 -1.1
FEX First Trust Large Cap Core AlphaDEX Fund 13.7 59 -51 4.9 -0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 13.6 7 1 4.4 -1.1
DSPY Tema S&P 500 Historical Weight ETF 13.6 18 -10 4.4 -1.1
PY Principal Value ETF 13.6 15 -7 6.9 +1.5
QLC FlexShares US Quality Large Cap Index Fund 13.6 25 -17 4.5 -0.9
RAFE PIMCO RAFI ESG U.S. ETF 13.4 29 -21 6.0 +0.6
VOE Vanguard Mid-Cap Value ETF 13.4 7 1 6.6 +1.2
DVND Touchstone Dividend Select ETF 13.4 67 -59 5.3 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.3 9 -1 5.1 -0.3
KIE State Street SPDR S&P Insurance ETF 13.3 35 -27 6.2 +0.7
GPT Intelligent Alpha Atlas ETF 13.2 69 -61 6.2 +0.8
SPHQ Invesco S&P 500 Quality ETF 13.2 15 -7 4.6 -0.8
NULC Nuveen ESG Large-Cap ETF 13.2 21 -13 4.0 -1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 13.0 9 -1 3.9 -1.5
FLV American Century Focused Large Cap Value ETF 12.9 42 -34 5.8 +0.4
EUSA iShares MSCI USA Equal Weighted ETF 12.8 9 -1 5.4 -0.0
BDIV AAM Brentview Dividend Growth ETF 12.8 49 -41 3.7 -1.8
FNDX Schwab Fundamental US Large Co. Index ETF 12.8 25 -17 6.1 +0.7
JHML John Hancock Multifactor Large Cap ETF 12.8 29 -21 4.5 -1.0
XVV iShares ESG Screened S&P 500 ETF 12.7 8 0 4.1 -1.3
LRGC AB US Large Cap Strategic Equities ETF 12.7 48 -40 3.8 -1.6
SIZE iShares MSCI USA Size Factor ETF 12.7 15 -7 5.4 -0.0
PBUS Invesco MSCI USA ETF 12.7 4 4 4.2 -1.2
SNPG Xtrackers S&P 500 Growth ESG ETF 12.6 15 -7 4.0 -1.4
OEI Optimized Equity Income ETF 12.5 75 -67 3.6 -1.8
UDI USCF Dividend Income Fund 12.5 65 -57 6.4 +1.0
DVGR DAC 3D Dividend Growth ETF 12.4 65 -57 4.8 -0.7
QUVU Hartford Quality Value ETF 12.4 46 -38 5.3 -0.1
OALC OneAscent Large Cap Core ETF 12.4 86 -78 3.4 -2.0
FELC Fidelity Enhanced Large Cap Core ETF 12.4 18 -10 4.3 -1.1
SPXE ProShares S&P 500 Ex-Energy ETF 12.3 9 -1 4.1 -1.4
TMFC Motley Fool 100 Index ETF 12.3 50 -42 3.0 -2.5
AVIE Avantis  Inflation Focused Equity ETF 12.3 25 -17 5.9 +0.5
FDLO Fidelity Low Volatility Factor ETF 12.3 15 -7 4.9 -0.6
DFSU Dimensional US Sustainability Core 1 ETF 12.3 18 -10 4.6 -0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 12.2 65 -57 7.4 +2.0
DFVX Dimensional US Large Cap Vector ETF 12.1 22 -14 5.3 -0.2
VO Vanguard Mid-Cap ETF 12.1 4 4 20.9 +15.4
SNPE Xtrackers S&P 500 ESG ETF 12.1 10 -2 4.4 -1.1
AVLV Avantis U.S. Large Cap Value ETF 12.1 15 -7 5.7 +0.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.1 20 -12 4.0 -1.4
CATH Global X S&P 500 Catholic Values Custom ETF 12.1 29 -21 4.1 -1.4
ZECP Zacks Earnings Consistent Portfolio ETF 12.1 55 -47 4.1 -1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 12.0 42 -34 4.1 -1.4
FNDB Schwab Fundamental US Broad Market Index ETF 12.0 25 -17 6.1 +0.6
GSPY Gotham Enhanced 500 ETF 11.9 50 -42 4.4 -1.1
RVRB Reverb ETF 11.9 30 -22 3.8 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.9 20 -12 4.2 -1.2
KLMN Invesco MSCI North America Climate ETF 11.9 9 -1 4.3 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 11.9 43 -35 3.6 -1.8
PWB Invesco Large Cap Growth ETF 11.8 56 -48 2.0 -3.4
KBE State Street SPDR S&P Bank ETF 11.8 35 -27 8.0 +2.5
CHRI Global X S&P 500 Christian Values ETF 11.8 29 -21 4.0 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.8 9 -1 4.4 -1.1
CSTK Invesco Comstock Contrarian Equity ETF 11.7 35 -27 5.7 +0.3
VEGN US Vegan Climate ETF 11.7 60 -52 3.4 -2.0
SPYM State Street SPDR Portfolio S&P 500 ETF 11.7 2 6 4.2 -1.2
SPY SPDR S&P 500 ETF 11.7 9 -1 4.2 -1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 11.7 9 -1 4.2 -1.3
TOPT iShares Top 20 U.S. Stocks ETF 11.7 20 -12 3.3 -2.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.7 7 1 4.1 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.6 2 6 4.2 -1.2
JGLO JPMorgan Global Select Equity ETF 11.6 33 -25 4.3 -1.1
WTV WisdomTree US Value ETF 11.6 12 -4 7.6 +2.2
ACVF American Conservative Values ETF 11.6 75 -67 3.7 -1.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 11.6 15 -7 4.2 -1.2
AVUS Avantis U.S. Equity ETF 11.6 15 -7 4.7 -0.7
VOTE TCW Transform 500 ETF 11.6 5 3 4.1 -1.3
LOWV AB US Low Volatility Equity ETF 11.5 48 -40 4.4 -1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 11.5 45 -37 2.4 -3.0
IMCB iShares Morningstar Mid-Cap ETF 11.5 4 4 5.1 -0.4
VOO Vanguard S&P 500 ETF 11.5 3 5 4.2 -1.2
MBOX Freedom Day Dividend ETF 11.5 39 -31 6.6 +1.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 11.5 20 -12 4.3 -1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 11.5 36 -28 4.1 -1.3
CHGX AXS Change Finance ESG ETF 11.4 49 -41 4.3 -1.1
IVV iShares Core S&P 500 ETF 11.4 3 5 4.2 -1.2
RECS Columbia Research Enhanced Core ETF 11.4 15 -7 5.2 -0.2
DIVN Horizon Dividend Income ETF 11.4 70 -62 6.5 +1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 11.4 0 8 4.2 -1.3
VV Vanguard Large-Cap ETF 11.4 4 4 4.1 -1.3
SFTY Horizon Managed Risk ETF 11.4 77 -69 3.5 -2.0
SPLV Invesco S&P 500 Low Volatility ETF 11.4 25 -17 4.9 -0.5
STOX Horizon Core Equity ETF 11.4 70 -62 3.6 -1.9
PCGG Polen Capital Global Growth ETF 11.3 85 -77 4.0 -1.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.3 25 -17 5.0 -0.5
MGC Vanguard Mega Cap ETF 11.3 7 1 3.9 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.3 14 -6 4.2 -1.3
IWL iShares Russell Top 200 ETF 11.2 15 -7 3.9 -1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 11.2 18 -10 3.9 -1.5
ENHU iShares Enhanced Large Cap Core Active ETF 11.2 22 -14 4.1 -1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 11.2 60 -52 4.6 -0.8
RAUS RACWI US ETF 11.2 15 -7 4.1 -1.3
ESGU iShares ESG Aware MSCI USA ETF 11.2 15 -7 4.2 -1.3
FDVV Fidelity High Dividend ETF 11.2 15 -7 6.5 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 11.2 67 -59 8.3 +2.9
ADME Aptus Drawdown Managed Equity ETF 11.1 79 -71 3.4 -2.1
GXLC Global X U.S. 500 ETF 11.1 2 6 4.1 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 11.1 60 -52 5.1 -0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 11.1 39 -31 7.1 +1.7
FDWM Fidelity Women's Leadership ETF 11.0 59 -51 3.9 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 11.0 12 -4 4.9 -0.5
ILCB iShares Morningstar U.S. Equity ETF 11.0 3 5 4.1 -1.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 11.0 85 -77 4.0 -1.4
ABEQ Absolute Select Value ETF 11.0 85 -77 4.5 -1.0
RFFC ALPS Active Equity Opportunity ETF 11.0 48 -40 3.7 -1.8
VNSE Natixis Vaughan Nelson Select ETF 11.0 80 -72 3.4 -2.1
DIVL Madison Dividend Value ETF 10.9 65 -57 4.8 -0.6
CGUS Capital Group Core Equity ETF 10.9 33 -25 3.6 -1.9
LRGF iShares U.S. Equity Factor ETF 10.9 8 0 4.6 -0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 10.9 3 5 4.4 -1.1
SCHX Schwab U.S. Large-Cap ETF 10.9 3 5 4.3 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 10.8 80 -72 3.4 -2.0
VONE Vanguard Russell 1000 ETF 10.8 7 1 4.2 -1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.8 60 -52 4.4 -1.0
DFUS Dimensional U.S. Equity ETF 10.7 9 -1 4.1 -1.4
QUAL iShares MSCI USA Quality Factor ETF 10.7 15 -7 4.4 -1.0
VFVA Vanguard U.S. Value Factor ETF 10.7 13 -5 8.9 +3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.7 11 -3 4.2 -1.3
RPV Invesco S&P 500 Pure Value ETF 10.7 35 -27 8.5 +3.1
PKW Invesco Buyback Achievers ETF 10.7 62 -54 7.1 +1.7
THRO iShares U.S. Thematic Rotation Active ETF 10.7 90 -82 3.2 -2.3
DCOR Dimensional US Core Equity 1 ETF 10.7 14 -6 4.6 -0.9
IWB iShares Russell 1000 ETF 10.7 15 -7 4.2 -1.3
USEW Cambria US EW ETF 10.7 30 -22 4.1 -1.3
IYY iShares Dow Jones U.S. ETF 10.6 20 -12 4.1 -1.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.6 60 -52 6.0 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.6 10 -2 4.2 -1.2
KRMA Global X Conscious Companies ETF 10.6 43 -35 5.2 -0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 10.6 35 -27 6.7 +1.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10.6 38 -30 6.7 +1.2
SCHK Schwab 1000 Index ETF 10.5 5 3 4.3 -1.2
USMV iShares MSCI USA Min Vol Factor ETF 10.5 15 -7 5.3 -0.1
DFAU Dimensional US Core Equity Market ETF 10.5 12 -4 4.3 -1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.5 75 -67 3.1 -2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.5 65 -57 4.8 -0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.4 25 -17 4.2 -1.3
LCF Touchstone US Large Cap Focused ETF 10.4 69 -61 3.7 -1.8
BLCV iShares Large Cap Value Active ETF 10.4 53 -45 6.0 +0.6
XLG Invesco S&P 500 Top 50 ETF 10.4 20 -12 3.7 -1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.4 10 -2 4.2 -1.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 10.4 52 -44 5.0 -0.4
TOLL Tema Durable Quality ETF 10.4 75 -67 3.8 -1.6
ESGV Vanguard ESG U.S. Stock ETF 10.4 9 -1 4.1 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 10.4 38 -30 3.9 -1.6
GRNY Fundstrat Granny Shots US Large Cap ETF 10.4 75 -67 2.2 -3.3
SUSA iShares MSCI USA ESG Select ETF 10.4 25 -17 4.0 -1.5
SXQG ETC 6 Meridian Quality Growth ETF 10.3 100 -92 3.1 -2.4
FVAL Fidelity Value Factor ETF 10.3 15 -7 5.9 +0.5
KBWP Invesco KBW Property & Casualty Insurance ETF 10.3 35 -27 6.7 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 10.3 10 -2 4.2 -1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.3 29 -21 5.6 +0.2
FDMO Fidelity Momentum Factor ETF 10.3 15 -7 2.5 -2.9
FSST Fidelity Sustainable U.S. Equity ETF 10.3 59 -51 3.5 -1.9
VTHR Vanguard Russell 3000 ETF 10.2 7 1 4.1 -1.3
OEF iShares S&P 100 ETF 10.2 20 -12 3.8 -1.6
IWV iShares Russell 3000 ETF 10.2 20 -12 4.0 -1.4
VTI Vanguard Total Stock Market ETF 10.2 3 5 4.1 -1.3
JOET Virtus Terranova US Quality Momentum ETF 10.2 29 -21 3.8 -1.6
SCHB Schwab U.S. Broad Market ETF 10.1 3 5 4.2 -1.2
AIEQ AI Powered Equity ETF 10.1 75 -67 3.6 -1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.1 3 5 4.1 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.0 70 -62 4.6 -0.8
VLUE iShares MSCI USA Value Factor ETF 10.0 15 -7 6.3 +0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 10.0 18 -10 5.1 -0.3
DUSA Davis Select U.S. Equity ETF 10.0 61 -53 6.7 +1.3
APUE ActivePassive U.S. Equity ETF 10.0 45 -37 3.9 -1.5
DSI iShares MSCI KLD 400 Social ETF 9.9 25 -17 4.2 -1.3
MAGA Point Bridge America First ETF 9.8 72 -64 5.1 -0.4
DFAC Dimensional U.S. Core Equity 2 ETF 9.8 17 -9 4.7 -0.8
AVMC Avantis U.S. Mid Cap Equity ETF 9.8 18 -10 6.0 +0.6
VFMF Vanguard U.S. Multifactor ETF 9.8 18 -10 6.3 +0.9
IAK iShares U.S. Insurance ETF 9.7 40 -32 6.5 +1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.7 25 -17 4.8 -0.6
SPGP Invesco S&P 500 GARP ETF 9.7 34 -26 5.6 +0.2
KOCG FIS Knights of Columbus Global Belief ETF 9.7 75 -67 4.5 -0.9
FVD First Trust Value Line Dividend Index Fund 9.7 65 -57 5.6 +0.1
SPHB Invesco S&P 500 High Beta ETF 9.7 25 -17 3.7 -1.7
MBCC Monarch Blue Chips Core ETF 9.6 125 -117 3.7 -1.7
AQEC AQE Core ETF 9.5 49 -41 5.2 -0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.5 7 1 6.5 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 9.5 49 -41 3.7 -1.8
GLBL Pacer MSCI World Industry Advantage ETF 9.5 65 -57 3.4 -2.0
HDUS Hartford Disciplined US Equity ETF 9.5 19 -11 4.7 -0.7
IWS iShares Russell Mid-Cap Value ETF 9.4 23 -15 5.9 +0.4
SSPY Syntax Stratified LargeCap ETF 9.4 30 -22 6.0 +0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.3 19 -11 5.0 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 9.3 22 -14 5.0 -0.4
CZAR Themes Natural Monopoly ETF 9.3 35 -27 5.4 -0.0
ICAP InfraCap Equity Income Fund ETF 9.3 171 -163 4.5 -1.0
ALTL Pacer Lunt Large Cap Alternator ETF 9.3 60 -52 4.7 -0.7
XPND First Trust Expanded Technology ETF 9.2 65 -57 3.0 -2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.2 38 -30 5.0 -0.5
FTCS First Trust Capital Strength ETF 9.2 55 -47 5.5 +0.1
VSLU Applied Finance Valuation Large Cap ETF 9.2 49 -41 4.9 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.1 50 -42 3.4 -2.0
DIVE Dana Concentrated Dividend ETF 9.1 65 -57 6.7 +1.2
EQL Alps Equal Sector Weight ETF 9.0 25 -17 5.1 -0.4
DUHP Dimensional US High Profitability ETF 9.0 21 -13 5.2 -0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 8.9 8 0 4.4 -1.0
GINN Goldman Sachs Innovate Equity ETF 8.9 52 -44 3.7 -1.7
ACSI American Customer Satisfaction ETF 8.9 65 -57 4.4 -1.1
QWLD SPDR MSCI World StrategicFactors ETF 8.9 30 -22 5.2 -0.3
EBI Longview Advantage ETF 8.8 35 -27 5.9 +0.4
MFIG Motley Fool Innovative Growth Factor ETF 8.8 50 -42 2.7 -2.7
GOP Unusual Whales Subversive Republican Trading ETF 8.8 50 -42 4.2 -1.2
AUSF Global X Adaptive U.S. Factor ETF 8.8 27 -19 8.0 +2.5
USSE Segall Bryant & Hamill Select Equity ETF 8.7 65 -57 3.0 -2.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.7 60 -52 4.2 -1.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 8.7 4 4 3.1 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 8.7 15 -7 5.7 +0.3
LOGO Alpha Brands Consumption Leaders ETF 8.7 69 -61 2.7 -2.8
KOKU Xtrackers MSCI Kokusai Equity ETF 8.7 9 -1 4.4 -1.0
PSET Principal Quality ETF 8.7 15 -7 4.9 -0.6
JEPI JPMorgan Equity Premium Income ETF 8.7 35 -27 5.1 -0.3
VOOG Vanguard S&P 500 Growth ETF 8.7 7 1 19.0 +13.5
DHS WisdomTree U.S. High Dividend Fund 8.6 38 -30 7.9 +2.5
EQRR ProShares Equities for Rising Rates ETF 8.6 35 -27 5.6 +0.1
JHDV John Hancock U.S. High Dividend ETF 8.6 34 -26 5.9 +0.4
DXUV Dimensional US Vector Equity ETF 8.6 28 -20 5.1 -0.3
AFLG First Trust Active Factor Large Cap ETF 8.6 55 -47 5.0 -0.4
GQI Natixis Gateway Quality Income ETF 8.6 34 -26 4.6 -0.9
FQAL Fidelity Quality Factor ETF 8.5 15 -7 4.8 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.5 12 -4 4.5 -1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 8.5 60 -52 8.5 +3.1
FLQL Franklin LibertyQ U.S. Equity ETF 8.4 15 -7 4.6 -0.9
INRO iShares U.S. Industry Rotation Active ETF 8.4 42 -34 3.6 -1.9
VUSE Vident U.S. Equity Strategy ETF 8.4 50 -42 3.7 -1.7
AVMV Avantis U.S. Mid Cap Value ETF 8.4 20 -12 7.2 +1.7
IVW iShares S&P 500 Growth ETF 8.4 18 -10 3.0 -2.4
FFND Future Fund Active ETF 8.4 100 -92 4.3 -1.1
TOK iShares MSCI Kokusai ETF 8.4 26 -18 4.3 -1.1
IWR iShares Russell Midcap ETF 8.3 19 -11 5.3 -0.2
VFQY Vanguard U.S. Quality Factor ETF 8.3 13 -5 5.3 -0.1
DAK Dakota Active Equity ETF 8.3 43 -35 3.8 -1.7
SFY SoFi Select 500 ETF 8.3 0 8 3.8 -1.7
ABIG Argent Large Cap ETF 8.3 49 -41 4.3 -1.1
BEEZ Honeytree U.S. Equity ETF 8.3 64 -56 3.7 -1.7
KAT Scharf ETF 8.3 87 -79 6.2 +0.8
ROUS Hartford Multifactor US Equity ETF 8.2 19 -11 5.4 -0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.2 25 -17 5.3 -0.1
KLMT Invesco MSCI Global Climate 500 ETF 8.2 10 -2 4.9 -0.5
DGRW WisdomTree US Quality Dividend Growth Fund 8.2 28 -20 5.0 -0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.2 15 -7 6.2 +0.8
DURA VanEck Durable High Dividend ETF 8.2 29 -21 6.4 +0.9
RJDI RJ Eagle Dividend Select Income ETF 8.2 55 -47 4.5 -1.0
BELT iShares Long-Term U.S. Equity Active ETF 8.1 75 -67 2.3 -3.2
FMKT The Free Markets ETF 8.1 76 -68 4.2 -1.2
JMOM JPMorgan U.S. Momentum Factor ETF 8.1 12 -4 3.3 -2.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.0 5 3 7.5 +2.0
TTAC FCF US Quality ETF 8.0 59 -51 5.7 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.0 60 -52 6.2 +0.7
FTGS First Trust Growth Strength ETF 8.0 60 -52 3.6 -1.8
ROE Astoria US Quality Kings ETF 8.0 49 -41 5.3 -0.1
IUSG iShares Core S&P U.S. Growth ETF 8.0 4 4 3.2 -2.3
DEUS Xtrackers Russell US Multifactor ETF 7.9 17 -9 6.3 +0.9
GEW Cambria Global EW ETF 7.9 29 -21 5.4 -0.1
URTH iShares MSCI World ETF 7.9 24 -16 4.3 -1.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.9 61 -53 1.5 -3.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.8 80 -72 5.5 +0.1
BITQ Bitwise Crypto Industry Innovators ETF 7.8 85 -77 -2.3 -7.8
FMDE Fidelity Enhanced Mid Cap ETF 7.8 23 -15 5.3 -0.1
JSTC Adasina Social Justice All Cap Global ETF 7.7 89 -81 4.3 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.7 9 -1 4.9 -0.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.7 60 -52 9.5 +4.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 7.7 12 -4 5.5 +0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 7.6 6 2 3.3 -2.2
DIVZ TrueShares Low Volatility Equity Income ETF 7.6 65 -57 5.8 +0.4
IUS Invesco RAFI Strategic US ETF 7.6 19 -11 5.5 +0.0
FFF Founders 100 ETF 7.6 75 -67 2.5 -2.9
JPEF JPMorgan Equity Focus ETF 7.6 50 -42 3.8 -1.6
JHMM John Hancock Multifactor Mid Cap ETF 7.5 42 -34 5.4 -0.0
BGIG Bahl & Gaynor Income Growth ETF 7.5 45 -37 4.4 -1.0
MDLV Morgan Dempsey Large Cap Value ETF 7.5 58 -50 5.8 +0.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 7.5 30 -22 4.1 -1.4
DUNK Dana Unconstrained Equity ETF 7.5 75 -67 1.9 -3.6
LST Leuthold Select Industries ETF 7.3 91 -83 4.8 -0.6
STXG Strive 1000 Growth ETF 7.3 18 -10 3.3 -2.2
VUSV Vanguard Wellington U.S. Value Active ETF 7.3 30 -22 5.6 +0.2
GVLU Gotham 1000 Value ETF 7.2 50 -42 8.1 +2.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.2 79 -71 4.0 -1.4
ACEP ARS Core Equity ETF 7.2 45 -37 4.1 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.1 20 -12 4.8 -0.7
QDF FlexShares Quality Dividend Index Fund 7.1 37 -29 5.3 -0.2
DTEC ALPS Disruptive Technologies ETF 7.1 50 -42 3.6 -1.8
VFMV Vanguard U.S. Minimum Volatility ETF 7.0 13 -5 5.7 +0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.0 56 -48 6.7 +1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.0 50 -42 8.1 +2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.0 75 -67 5.8 +0.4
ACWI iShares MSCI ACWI ETF 6.9 32 -24 4.7 -0.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.9 15 -7 7.3 +1.9
CGDG Capital Group Dividend Growers ETF 6.8 47 -39 5.1 -0.3
NANC Unusual Whales Subversive Democratic Trading ETF 6.8 75 -67 2.9 -2.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.8 58 -50 5.1 -0.4
BLOK Amplify Transformational Data Sharing ETF 6.8 75 -67 -0.1 -5.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.8 52 -44 4.9 -0.6
ACWV iShares MSCI Global Min Vol Factor ETF 6.7 20 -12 5.7 +0.3
FLRG Fidelity U.S. Multifactor ETF 6.7 15 -7 5.9 +0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 6.7 45 -37 8.9 +3.5
HGRO Hedgeye Quality Growth ETF 6.6 70 -62 3.4 -2.0
LRGE ClearBridge Large Cap Growth ESG ETF 6.6 59 -51 2.7 -2.7
RPG Invesco S&P 500 Pure Growth ETF 6.6 35 -27 2.7 -2.7
YOKE Yoke Core ETF 6.5 42 -34 3.7 -1.7
LYLD Cambria Large Cap Shareholder Yield ETF 6.5 59 -51 8.1 +2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.5 10 -2 3.8 -1.7
BJK VanEck Gaming ETF 6.5 65 -57 4.5 -0.9
DGT State Street SPDR Global Dow ETF 6.5 50 -42 5.7 +0.3
BEEX BeeHive ETF 6.4 84 -76 3.8 -1.7
DVY iShares Select Dividend ETF 6.4 38 -30 7.8 +2.4
NULG Nuveen ESG Large-Cap Growth ETF 6.4 26 -18 2.9 -2.6
JVAL JPMorgan U.S. Value Factor ETF 6.4 12 -4 6.7 +1.3
CAML Congress Large Cap Growth ETF 6.3 66 -58 2.5 -3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.3 12 -4 3.6 -1.8
VT Vanguard Total World Stock ETF 6.3 6 2 5.0 -0.4
HDV iShares Core High Dividend ETF 6.3 8 0 29.4 +24.0
CGDV Capital Group Dividend Value ETF 6.3 33 -25 3.8 -1.6
CGGR Capital Group Growth ETF 6.3 39 -31 2.6 -2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 6.2 37 -29 5.4 -0.1
BOUT Innovator IBD Breakout Opportunities ETF 6.2 81 -73 2.9 -2.6
PDP Invesco Dorsey Wright Momentum ETF 6.2 62 -54 1.6 -3.8
SYLD Cambria Shareholder Yield ETF 6.1 59 -51 9.9 +4.4
GDIV Harbor Dividend Growth Leaders ETF 6.1 50 -42 3.9 -1.5
FLDZ RiverNorth Patriot ETF 6.0 75 -67 6.0 +0.5
BUYZ Franklin Disruptive Commerce ETF 6.0 50 -42 2.4 -3.0
BGDV Bahl & Gaynor Dividend ETF 6.0 45 -37 3.9 -1.6
SURE AdvisorShares Insiders Advantage ETF 6.0 90 -82 7.5 +2.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.0 75 -67 2.0 -3.4
GURU Global X Guru Index ETF 6.0 75 -67 2.4 -3.1
LGRO Level Four Large Cap Growth Active ETF 5.9 55 -47 3.6 -1.8
FPAG FPA Global Equity ETF 5.9 49 -41 5.7 +0.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 5.9 49 -41 7.7 +2.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.8 29 -21 7.2 +1.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.7 40 -32 3.0 -2.4
IAT iShares U.S. Regional Banks ETF 5.7 40 -32 7.5 +2.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 5.7 20 -12 5.9 +0.5
SCHG Schwab U.S. Large-Cap Growth ETF 5.7 4 4 3.4 -2.1
FTC First Trust Large Cap Growth AlphaDEX Fund 5.7 59 -51 1.8 -3.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 5.7 20 -12 7.2 +1.7
SFYF SoFi Social 50 ETF 5.7 29 -21 0.8 -4.6
INCE Franklin Income Equity Focus ETF 5.6 29 -21 5.4 -0.1
NUMV Nuveen ESG Mid-Cap Value ETF 5.6 31 -23 5.4 -0.1
COWS Amplify Cash Flow Dividend Leaders ETF 5.6 19 -11 7.0 +1.6
GINX SGI Enhanced Global Income ETF 5.6 98 -90 6.6 +1.1
VSDA VictoryShares Dividend Accelerator ETF 5.5 35 -27 6.3 +0.8
RUNN Running Oak Efficient Growth ETF 5.4 58 -50 4.9 -0.6
USMF WisdomTree U.S. Multifactor Fund 5.4 28 -20 6.6 +1.1
AGQI First Trust Active Global Quality Income ETF 5.4 85 -77 6.5 +1.0
BLCR iShares Large Cap Core Active ETF 5.4 36 -28 2.9 -2.5
RW Rainwater Equity ETF 5.3 125 -117 3.1 -2.4
GLOF iShares Global Equity Factor ETF 5.3 20 -12 5.6 +0.2
IOO iShares Global 100 ETF 5.3 41 -33 3.9 -1.5
ILCG iShares Morningstar Growth ETF 5.3 4 4 3.2 -2.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.3 45 -37 5.1 -0.4
AQLT iShares MSCI Global Quality Factor ETF 5.2 18 -10 0.0 -5.4
JGRO JPMorgan Active Growth ETF 5.2 44 -36 2.6 -2.9
TBG TBG Dividend Focus ETF 5.2 59 -51 6.1 +0.7
QLTY GMO U.S. Quality ETF 5.2 50 -42 4.0 -1.5
EMOT First Trust S&P 500 Economic Moat ETF 5.2 60 -52 7.9 +2.5
JGRW Jensen Quality Growth ETF 5.1 57 -49 4.1 -1.4
BRIF FIS Bright Portfolios Focused Equity ETF 5.1 65 -57 3.3 -2.1
LBO WHITEWOLF Publicly Listed Private Equity ETF 5.1 70 -62 8.8 +3.4
TPHD Timothy Plan High Dividend Stock ETF 5.0 52 -44 5.9 +0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 -22 7.4 +2.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.0 49 -41 3.7 -1.7
IWY iShares Russell Top 200 Growth ETF 5.0 20 -12 3.8 -1.7
GGRW Gabelli Growth Innovators ETF 4.9 90 -82 2.1 -3.4
IBLC iShares Blockchain and Tech ETF 4.9 47 -39 -1.4 -6.8
SAMM Strategas Macro Momentum ETF 4.9 66 -58 3.9 -1.5
RGEF Rockefeller Global Equity ETF 4.9 55 -47 3.8 -1.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.9 7 1 9.8 +4.4
AGRW Allspring LT Large Growth ETF 4.9 35 -27 3.4 -2.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.8 35 -27 10.8 +5.3
SFGV Sequoia Global Value ETF 4.8 23 -15 7.1 +1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.8 60 -52 5.7 +0.2
RCGE RockCreek Global Equality ETF 4.8 95 -87 5.8 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 4.8 15 -7 2.4 -3.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.7 55 -47 8.5 +3.1
IWFG IQ Winslow Focused Large Cap Growth ETF 4.7 65 -57 2.2 -3.2
SDY State Street SPDR S&P Dividend ETF 4.7 35 -27 6.0 +0.5
ETHO Etho Climate Leadership U.S. ETF 4.7 47 -39 4.1 -1.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 -7 3.0 -2.4
VONG Vanguard Russell 1000 Growth ETF 4.7 7 1 3.8 -1.7
LCLG Logan Capital Broad Innovative Growth ETF 4.7 99 -91 2.9 -2.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 -10 6.7 +1.3
IWF iShares Russell 1000 Growth ETF 4.7 19 -11 15.1 +9.7
DIVS SmartETFs Dividend Builder ETF 4.7 65 -57 4.4 -1.0
AVUQ Avantis U.S. Quality ETF 4.7 15 -7 3.7 -1.8
DWLD Davis Select Worldwide ETF 4.6 63 -55 6.8 +1.3
MVAL VanEck Morningstar Wide Moat Value ETF 4.6 49 -41 6.3 +0.8
TMFG Motley Fool Global Opportunities ETF 4.6 85 -77 3.8 -1.7
WLDR Affinity World Leaders Equity ETF 4.6 67 -59 5.9 +0.4
PTL Inspire 500 ETF 4.5 9 -1 4.5 -1.0
QGRW WisdomTree U.S. Quality Growth Fund 4.5 28 -20 2.9 -2.5
QGRO American Century U.S. Quality Growth ETF 4.5 29 -21 4.0 -1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.4 29 -21 6.7 +1.2
EQAL Invesco Russell 1000 Equal Weight ETF 4.4 20 -12 6.1 +0.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.4 39 -31 3.9 -1.5
FELG Fidelity Enhanced Large Cap Growth ETF 4.4 18 -10 3.4 -2.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.4 61 -53 -0.7 -6.2
AFOS ARS Focused Opportunities Strategy ETF 4.3 45 -37 2.0 -3.4
FEGE First Eagle Global Equity ETF 4.3 79 -71 6.1 +0.7
DIVY Sound Equity Dividend Income ETF 4.3 45 -37 7.8 +2.3
OPTZ Optimize Strategy Index ETF 4.3 50 -42 3.4 -2.0
MGK Vanguard Mega Cap Growth ETF 4.3 7 1 17.5 +12.1
VOT Vanguard Mid-Cap Growth ETF 4.3 7 1 3.1 -2.3
FDG American Century Focused Dynamic Growth ETF 4.3 45 -37 1.9 -3.6
WCEO Hypatia Women CEO ETF 4.2 85 -77 4.4 -1.0
DXIV Dimensional International Vector Equity ETF 4.2 34 -26 6.7 +1.2
GQQQ Astoria US Quality Growth Kings ETF 4.2 35 -27 3.4 -2.1
DSTL Distillate US Fundamental Stability & Value ETF 4.2 39 -31 7.5 +2.1
ITAN Sparkline Intangible Value ETF 4.1 50 -42 5.9 +0.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.1 54 -46 5.9 +0.5
VUG Vanguard Growth ETF 4.0 4 4 21.0 +15.5
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 -5 1.7 -3.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.0 39 -31 -1.3 -6.7
FCPI Fidelity Stocks for Inflation ETF 4.0 15 -7 5.9 +0.5
GKAT Scharf Global Opportunity ETF 4.0 57 -49 5.9 +0.5
CGGO Capital Group Global Growth Equity ETF 3.9 47 -39 4.1 -1.3
STCE Schwab Crypto Thematic ETF 3.9 30 -22 2.8 -2.6
PRXG Praxis Impact Large Cap Growth ETF 3.9 36 -28 3.2 -2.3
FTDS First Trust Dividend Strength ETF 3.9 70 -62 6.9 +1.5
CZA Invesco Zacks Mid-Cap ETF 3.7 72 -64 5.6 +0.2
HOMZ Hoya Capital Housing ETF 3.7 30 -22 9.9 +4.4
EGUS iShares ESG Aware MSCI USA Growth ETF 3.7 18 -10 3.0 -2.4
DEW WisdomTree Global High Dividend Fund 3.6 58 -50 7.0 +1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 -16 7.0 +1.6
MOAT VanEck Morningstar Wide Moat ETF 3.5 46 -38 5.4 +0.0
SCHD Schwab US Dividend Equity ETF 3.5 6 2 8.0 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.4 64 -56 1.3 -4.2
SMOT VanEck Morningstar SMID Moat ETF 3.4 49 -41 6.3 +0.8
VAMO Cambria Value & Momentum ETF 3.4 61 -53 5.1 -0.3
CVY Invesco Zacks Multi-Asset Income ETF 3.4 106 -98 9.8 +4.3
STRN SMART Trend 25 ETF 3.4 59 -51 2.5 -2.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.4 30 -22 8.4 +3.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.4 85 -77 2.9 -2.6
PRAY FIS Christian Stock Fund 3.4 69 -61 4.0 -1.4
FINX Global X FinTech ETF 3.4 68 -60 3.0 -2.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.4 35 -27 4.8 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.3 39 -31 9.1 +3.6
VUSG Vanguard Wellington U.S. Growth Active ETF 3.2 35 -27 2.6 -2.8
BCDF Horizon Kinetics Blockchain Development ETF 3.2 85 -77 3.9 -1.6
BWEB Bitwise Web3 ETF 3.2 85 -77 -0.1 -5.5
GPZ VanEck Alternative Asset Manager ETF 3.2 40 -32 5.2 -0.3
ARKF ARK Fintech Innovation ETF 3.2 75 -67 0.3 -5.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.1 20 -12 8.5 +3.0
SDOG ALPS Sector Dividend Dogs ETF 3.1 36 -28 7.9 +2.5
IWP iShares Russell Mid-Cap Growth ETF 3.0 23 -15 3.0 -2.5
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 -27 6.0 +0.6
SRHQ SRH U.S. Quality ETF 3.0 35 -27 5.9 +0.5
VALQ American Century U.S. Quality Value ETF 3.0 29 -21 7.1 +1.7
MFMO Motley Fool Momentum Factor ETF 3.0 50 -42 2.1 -3.4
BIBL Inspire 100 ETF 3.0 35 -27 4.1 -1.3
BLES Inspire Global Hope ETF 2.9 61 -53 5.7 +0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.9 15 -7 7.8 +2.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.9 61 -53 5.9 +0.5
YALL God Bless America ETF 2.8 65 -57 4.6 -0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.8 15 -7 6.1 +0.6
IETC iShares U.S. Tech Independence Focused ETF 2.8 18 -10 3.2 -2.2
FFOG Franklin Focused Growth ETF 2.8 61 -53 1.7 -3.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 -19 6.3 +0.8
SPDV AAM S&P 500 High Dividend Value ETF 2.5 29 -21 10.6 +5.1
ABFL Abacus FCF Leaders ETF 2.5 59 -51 3.8 -1.6
KONG Formidable Fortress ETF 2.5 89 -81 5.2 -0.2
KRE State Street SPDR S&P Regional Banking ETF 2.4 35 -27 7.9 +2.5
PEY Invesco High Yield Equity Dividend Achievers ETF 2.4 52 -44 8.2 +2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.3 35 -27 5.7 +0.3
IEDI iShares U.S. Consumer Focused ETF 2.3 18 -10 5.3 -0.2
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -37 4.4 -1.1
GK AdvisorShares Gerber Kawasaki ETF 2.2 75 -67 1.5 -4.0
TXS Texas Capital Texas Equity Index ETF 2.2 49 -41 5.0 -0.5
TEXN iShares Texas Equity ETF 2.2 20 -12 5.1 -0.3
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -87 2.1 -3.3
CWS AdvisorShares Focused Equity ETF 2.1 84 -76 4.8 -0.6
XT iShares Exponential Technologies ETF 2.1 46 -38 3.9 -1.5
XDAT Franklin Exponential Data ETF 2.1 50 -42 1.2 -4.3
AOTG AOT Growth and Innovation ETF 2.1 75 -67 1.3 -4.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -44 7.9 +2.5
QDIV Global X S&P 500 Quality Dividend ETF 2.1 20 -12 7.7 +2.3
DIHP Dimensional International High Profitability ETF 2.1 29 -21 5.8 +0.4
RNMC First Trust Mid Cap US Equity Select ETF 2.0 60 -52 6.6 +1.2
FSCS First Trust SMID Capital Strength ETF 2.0 60 -52 6.9 +1.5
PSP Invesco Global Listed Private Equity ETF 2.0 106 -98 6.9 +1.5
AKAF The Frontier Economic Fund 2.0 20 -12 5.4 -0.1
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -57 2.4 -3.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.0 30 -22 6.5 +1.1
DEMZ Democratic Large Cap Core ETF 2.0 45 -37 3.8 -1.7
FBCG Fidelity Blue Chip Growth ETF 1.9 59 -51 2.3 -3.2
BUZZ VanEck Social Sentiment ETF 1.8 75 -67 -0.7 -6.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 -72 5.7 +0.3
ARKK ARK Innovation ETF 1.8 75 -67 -2.9 -8.3
ARKW ARK Next Generation Internet ETF 1.8 87 -79 0.7 -4.8
BFOR ALPS Barron's 400 ETF 1.8 65 -57 21.4 +16.0
WBIY WBI Power Factor High Dividend ETF 1.8 100 -92 11.6 +6.1
COPY Tweedy, Browne Insider + Value ETF 1.7 80 -72 14.5 +9.0
ISHP First Trust Nasdaq Retail ETF 1.7 60 -52 5.4 -0.1
TAX Cambria Tax Aware ETF 1.7 49 -41 4.1 -1.4
WSGE Warren Street Global Equity ETF 1.7 80 -72 2.9 -2.6
TOGA Tremblant Global ETF 1.6 69 -61 -0.2 -5.6
TIIV AAM Todd International Intrinsic Value ETF 1.6 54 -46 9.6 +4.2
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 4 5.8 +0.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.5 60 -52 4.5 -1.0
FSGS First Trust SMID Growth Strength ETF 1.5 60 -52 4.8 -0.6
CDIG City Different Investments Global Equity ETF 1.5 75 -67 -1.6 -7.1
FFTY Innovator IBD 50 ETF 1.5 80 -72 -0.0 -5.4
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 -13 3.0 -2.5
MILN Global X Millennial Consumer ETF 1.4 50 -42 4.0 -1.5
TRFM AAM Transformers ETF 1.4 49 -41 1.0 -4.4
STXM Strive Mid-Cap ETF 1.3 18 -10 5.9 +0.5
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.3 85 -77 0.0 -5.4
TMFX Motley Fool Next Index ETF 1.2 50 -42 2.9 -2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 1 5.2 -0.2
MFVL Motley Fool Value Factor ETF 1.1 50 -42 5.6 +0.2
ISCB iShares Morningstar Small-Cap ETF 1.1 4 4 5.2 -0.2
YNOT Horizon Digital Frontier ETF 1.1 75 -67 2.7 -2.7
VB Vanguard Small-Cap ETF 1.1 5 3 5.1 -0.3
LIVR Intelligent Livermore ETF 1.1 69 -61 3.0 -2.4
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 2 7.4 +2.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.0 20 -12 0.8 -4.6
CVAR Cultivar ETF 1.0 87 -79 7.0 +1.6
PNQI Invesco NASDAQ Internet ETF 1.0 60 -52 3.8 -1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 5.6 +0.2
SMMD iShares Russell 2500 ETF 1.0 15 -7 5.4 -0.1
DAPP VanEck Digital Transformation ETF 1.0 50 -42 0.0 -5.4
METV Roundhill Ball Metaverse ETF 1.0 59 -51 7.9 +2.5
BCOR Grayscale Bitcoin Adopters ETF 1.0 59 -51 2.2 -3.3
RND First Trust Bloomberg R&D Leaders ETF 0.9 60 -52 2.6 -2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -52 6.1 +0.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -48 9.6 +4.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.9 60 -52 4.8 -0.6
HYP Golden Eagle Dynamic Hypergrowth ETF 0.9 85 -77 -0.8 -6.2
WUGI AXS Esoterica NextG Economy ETF 0.9 75 -67 1.6 -3.9
NBDS Neuberger Berman Disrupters ETF 0.9 55 -47 0.7 -4.7
IVRS iShares Future Metaverse Tech and Communications ETF 0.9 47 -39 5.3 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 -7 4.8 -0.6
ALRG Allspring LT Large Core ETF 0.9 28 -20 3.5 -1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 0.9 31 -23 1.8 -3.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.8 65 -57 5.1 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 -9 4.8 -0.6
VBR Vanguard Small Cap Value ETF 0.8 7 1 7.6 +2.2
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -30 7.9 +2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -62 9.3 +3.9
EZM WisdomTree U.S. MidCap Fund 0.8 38 -30 7.8 +2.4
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 -7 6.4 +1.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -70 9.6 +4.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 -7 5.0 -0.5
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 -20 8.3 +2.9
DFAS Dimensional U.S. Small Cap ETF 0.6 26 -18 5.4 -0.0
MDCP VictoryShares THB Mid Cap ESG ETF 0.6 55 -47 4.9 -0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -35 4.8 -0.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -67 1.9 -3.5
KBWD Invesco KBW High Dividend Yield Financial ETF 0.6 384 -376 17.2 +11.7
POWA Invesco Bloomberg Pricing Power ETF 0.6 40 -32 5.8 +0.4
MID American Century Mid Cap Growth Impact ETF 0.6 45 -37 3.0 -2.5
NUSC Nuveen ESG Small-Cap ETF 0.6 31 -23 4.8 -0.6
WSML iShares MSCI World Small-Cap ETF 0.6 15 -7 5.3 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 -17 5.9 +0.4
DFNV Donoghue Forlines Innovation ETF 0.5 69 -61 3.8 -1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.5 35 -27 3.4 -2.0
FDN First Trust Dow Jones Internet Index Fund 0.5 52 -44 2.7 -2.7
FDND FT Vest Dow Jones Internet & Target Income ETF 0.5 75 -67 2.7 -2.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.5 60 -52 4.2 -1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.5 20 -12 4.1 -1.3
IBUY Amplify Online Retail ETF 0.5 65 -57 2.2 -3.3
RNIN Bushido Capital US SMID Cap Equity ETF 0.5 70 -62 10.0 +4.5
MNRS Grayscale Bitcoin Miners ETF 0.5 59 -51 -2.5 -7.9
VIDI Vident International Equity Strategy ETF 0.5 61 -53 8.3 +2.9
WGMI Valkyrie Bitcoin Miners ETF 0.5 75 -67 -3.0 -8.5
CBSE Clough Select Equity ETF 0.5 85 -77 0.3 -5.1
BKCH Global X Blockchain ETF 0.5 50 -42 -3.4 -8.8
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 -27 4.2 -1.2
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 -12 3.2 -2.2
QQQ Invesco QQQ Trust Series I 0.4 20 -12 3.3 -2.2
QQQM Invesco NASDAQ 100 ETF 0.4 15 -7 3.3 -2.1
FEOE First Eagle Overseas Equity ETF 0.3 79 -71 6.1 +0.7
NIXT Research Affiliates Deletions ETF 0.3 9 -1 6.1 +0.7
ZIG Acquirers Fund 0.3 84 -76 20.7 +15.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.3 6 2 2.7 -2.7
VBK Vanguard Small-Cap Growth ETF 0.3 7 1 1.3 -4.2
FPX First Trust US Equity Opportunities ETF 0.3 61 -53 0.8 -4.6
DFSV Dimensional US Small Cap Value ETF 0.3 31 -23 8.5 +3.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -57 6.9 +1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 -17 7.4 +1.9
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -47 10.4 +5.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -62 2.1 -3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 -31 2.1 -3.3
AESR Anfield U.S. Equity Sector Rotation ETF 0.2 108 -100 2.9 -2.6
APIE ActivePassive International Equity ETF 0.2 45 -37 6.4 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 0.2 85 -77 2.1 -3.3
SMRI Bushido Capital US Equity ETF 0.2 71 -63 7.3 +1.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.2 49 -41 7.5 +2.1
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -68 3.1 -2.3
FMTM MarketDesk Focused U.S. Momentum ETF 0.1 45 -37 5.0 -0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.1 20 -12 4.6 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.1 15 -7 3.9 -1.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 -12 5.5 +0.1
FESM Fidelity Enhanced Small Cap ETF 0.1 28 -20 2.1 -3.3
HLAL Wahed FTSE USA Shariah ETF 0.0 50 -42 3.6 -1.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.0 68 -60 0.7 -4.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -57 0.0 -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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 Financial Select Sector SPDR
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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 12.1 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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