Financial Select Sector SPDR Fund
ALTAR
Score™		 6.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.9x P/Sales
ratio		 3.5x
P/BV
ratio		 2.1x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Financial sector. Component industries include diversified financial services, insurance, banks, capital markets, consumer finance, thrifts and mortgage finance, and mortgage REITs. The fund seeks investment results that, before expenses, generally correspond to the price and yield performance of the benchmark index.

FUND BASICS
Category US Equities
Fund Sponsor State Street Global Advisors
Website www.sectorspdrs.com
Inception date Dec 16, 1998
Assets (mns) $52,191
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 75
Wgt avg mkt cap (mns) $375,455
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 11.9 %
JPMORGAN CHASE & CO 11.2 %
VISA INC. CLASS A 7.6 %
MASTERCARD INCORPORATED CLASS A 6.2 %
BANK OF AMERICA CORP 4.3 %
WELLS FARGO & CO 3.5 %
GOLDMAN SACHS GROUP INC 3.1 %
MORGAN STANLEY 2.5 %
CITIGROUP INC 2.4 %
AMERICAN EXPRESS CO 2.4 %
Total 55.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.5 %
SWITZERLAND 1.4 %
IRELAND 1.0 %
BERMUDA 0.6 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
12.6% 20.6% 19.6% 13.5% 6.0%

Market Correlations
versus... Beta R-squared
S&P500 0.98 57%
MSCI EAFE 0.70 36%
MSCI Emg. Mkts. 0.35 10%

Technical Indicators
Recent close $52.16
30d moving avg. $53.54
Annualized volatility 17.5%
Short interest (ETF) 7.1%
Short interest (Underlying) 1.4%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 33,499
Turnover 3.4%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 677 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 90.9 8 -0 6.6 +0.6
VFH Vanguard Financials ETF 82.5 9 -1 6.6 +0.6
IYG iShares US Financial Services ETF 82.3 40 -32 5.5 -0.5
IYF iShares U.S. Financials ETF 76.7 40 -32 6.0 +0.0
IXG iShares Global Financials ETF 55.2 42 -34 6.8 +0.8
RSPF Invesco S&P 500 Equal Weight Financials ETF 53.6 40 -32 6.9 +0.9
DFNL Davis Select Financial ETF 33.0 63 -55 7.8 +1.9
KBWB Invesco KBW Bank ETF 32.2 35 -27 8.2 +2.2
USCF Themes US Cash Flow Champions ETF 28.3 29 -21 8.7 +2.7
PWV Invesco Large Cap Value ETF 27.9 55 -47 7.2 +1.2
LGCF Themes US Cash Flow Champions ETF 27.7 30 -22 8.5 +2.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 27.2 60 -52 4.1 -1.9
SPVU Invesco S&P 500 Enhanced Value ETF 26.8 13 -5 10.5 +4.5
MGV Vanguard Mega Cap Value ETF 26.8 7 1 6.7 +0.7
USMC Principal U.S. Mega-Cap ETF 26.0 12 -4 4.4 -1.6
IWX iShares Russell Top 200 Value ETF 25.3 20 -12 6.3 +0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 24.8 60 -52 6.9 +1.0
PRXV Praxis Impact Large Cap Value ETF 24.5 36 -28 6.6 +0.6
STXD Strive 1000 Dividend Growth ETF 24.3 35 -27 4.9 -1.1
VTV Vanguard Value ETF 24.0 4 4 7.0 +1.0
SNPV Xtrackers S&P 500 Value ESG ETF 23.9 15 -7 6.8 +0.8
REVS Columbia Research Enhanced Value ETF 23.6 19 -11 7.8 +1.8
DFLV Dimensional US Large Cap Value ETF 23.4 22 -14 7.9 +2.0
FELV Fidelity Enhanced Large Cap Value ETF 23.3 18 -10 6.9 +0.9
FTXO First Trust Nasdaq Bank ETF 22.9 60 -52 9.1 +3.1
JOET Virtus Terranova US Quality Momentum ETF 22.5 29 -21 4.8 -1.2
JAVA JPMorgan Active Value ETF 22.2 44 -36 6.6 +0.6
GVUS Marketbeta Russell 1000 Value Equity ETF 22.2 12 -4 6.7 +0.7
FXO First Trust Financials AlphaDEX Fund 22.0 62 -54 8.6 +2.6
IYJ iShares U.S. Industrials ETF 21.9 40 -32 4.8 -1.2
SCHV Schwab U.S. Large-Cap Value ETF 21.9 4 4 6.8 +0.9
FDFF Fidelity Disruptive Finance ETF 21.8 50 -42 4.6 -1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 21.7 32 -24 5.0 -1.0
KCE SPDR S&P Capital Markets ETF 21.2 35 -27 5.9 -0.1
QUVU Hartford Quality Value ETF 21.1 46 -38 7.3 +1.3
VIG Vanguard Dividend Appreciation ETF 20.8 5 3 5.6 -0.4
FBCV Fidelity Blue Chip Value ETF 20.7 59 -51 7.6 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 20.7 9 -1 5.7 -0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 20.6 65 -57 3.7 -2.3
IWD iShares Russell 1000 Value ETF 20.4 19 -11 6.5 +0.6
VONV Vanguard Russell 1000 Value ETF 20.4 7 1 6.7 +0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 20.4 28 -20 6.0 +0.0
EVUS iShares ESG Aware MSCI USA Value ETF 20.3 18 -10 6.6 +0.6
SPVM Invesco S&P 500 Value with Momentum ETF 20.2 39 -31 7.8 +1.8
DFUV Dimensional US Marketwide Value ETF 20.1 22 -14 7.7 +1.7
NULV Nuveen ESG Large-Cap Value ETF 20.1 26 -18 6.4 +0.4
MODL VictoryShares WestEnd U.S. Sector ETF 19.9 42 -34 4.6 -1.4
NUDV Nuveen ESG Dividend ETF 19.7 26 -18 7.8 +1.8
GSIB Themes Global Systemically Important Banks ETF 19.7 35 -27 9.5 +3.5
XMAG Defiance Large Cap ex-Mag 7 ETF 19.4 35 -27 5.2 -0.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 19.2 75 -67 5.4 -0.6
SPMO Invesco S&P 500 Momentum ETF 19.2 13 -5 3.6 -2.4
ILCV iShares Morningstar Value ETF 19.1 4 4 6.5 +0.5
PFM Invesco Dividend Achievers ETF 19.0 53 -45 5.3 -0.7
DIVB iShares Core Dividend ETF 18.7 5 3 8.3 +2.4
STXV Strive 1000 Value ETF 18.7 18 -10 8.2 +2.2
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.5 75 -67 4.9 -1.1
VYM Vanguard High Dividend Yield Index ETF 18.5 6 2 7.2 +1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 18.3 75 -67 2.8 -3.2
RDVY First Trust Rising Dividend Achievers ETF 18.2 50 -42 7.0 +1.0
DUSA Davis Select U.S. Equity ETF 18.2 61 -53 7.7 +1.7
DGRO iShares Core Dividend Growth ETF 18.2 8 0 6.6 +0.6
DTD WisdomTree U.S. Total Dividend Fund 18.2 28 -20 6.4 +0.4
MAVF Matrix Advisors Value ETF 18.1 75 -67 5.8 -0.2
EPS WisdomTree U.S. LargeCap Fund 17.8 8 0 5.8 -0.2
VEGN US Vegan Climate ETF 17.8 60 -52 4.5 -1.5
EQWL Invesco S&P 100 Equal Weight ETF 17.7 25 -17 6.3 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 17.7 39 -31 6.9 +0.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 17.5 19 -11 5.4 -0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 17.4 75 -67 5.5 -0.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 17.3 29 -21 6.7 +0.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 17.2 15 -7 5.7 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 17.2 50 -42 7.4 +1.4
NULC Nuveen ESG Large-Cap ETF 17.1 21 -13 4.7 -1.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 17.0 30 -22 4.4 -1.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 16.9 40 -32 4.1 -1.9
VOOV Vanguard S&P 500 Value ETF 16.8 7 1 6.4 +0.4
IVE iShares S&P 500 Value ETF 16.8 18 -10 6.3 +0.3
SPYV SPDR Portfolio S&P 500 Value ETF 16.7 4 4 6.4 +0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 16.7 9 -1 4.9 -1.1
SNPE Xtrackers S&P 500 ESG ETF 16.6 10 -2 5.1 -0.9
USXF iShares ESG Advanced MSCI USA ETF 16.6 10 -2 4.7 -1.3
VLU SPDR S&P 1500 Value Tilt ETF 16.5 12 -4 7.6 +1.6
CFA VictoryShares US 500 Volatility Wtd ETF 16.5 35 -27 6.1 +0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 16.5 40 -32 6.0 +0.0
HAPI Harbor Human Capital Factor US Large Cap ETF 16.5 36 -28 4.9 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 16.4 11 -3 5.2 -0.8
UDI USCF Dividend Income Fund 16.3 65 -57 8.3 +2.3
RAFE PIMCO RAFI ESG U.S. ETF 16.3 29 -21 7.1 +1.1
ULVM VictoryShares US Value Momentum ETF 16.2 20 -12 7.4 +1.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 16.2 49 -41 6.0 +0.0
AVIE Avantis  Inflation Focused Equity ETF 16.2 25 -17 7.4 +1.4
AVSU Avantis Responsible U.S. Equity ETF 16.1 15 -7 6.1 +0.1
QLC FlexShares US Quality Large Cap Index Fund 16.1 25 -17 5.4 -0.6
AVLV Avantis U.S. Large Cap Value ETF 16.1 15 -7 8.0 +2.1
MTUM iShares MSCI USA Momentum Factor ETF 16.1 15 -7 3.5 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15.9 29 -21 6.6 +0.6
OALC OneAscent Large Cap Core ETF 15.9 86 -78 4.2 -1.8
IUSV iShares Core S&P US Value ETF 15.8 4 4 6.5 +0.6
RWL Invesco S&P 500 Revenue ETF 15.8 39 -31 6.9 +0.9
LVOL American Century Low Volatility ETF 15.8 29 -21 5.0 -1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 15.7 15 -7 4.6 -1.4
FFLC Fidelity Fundamental Large Cap Core ETF 15.7 38 -30 4.6 -1.4
JHML John Hancock Multifactor Large Cap ETF 15.6 29 -21 5.4 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 15.6 25 -17 7.3 +1.3
TOLL Tema Durable Quality ETF 15.4 75 -67 5.3 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 15.4 20 -12 5.1 -0.9
QUS SPDR MSCI USA StrategicFactors ETF 15.4 15 -7 5.7 -0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 15.4 7 1 5.1 -0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 15.3 9 -1 5.3 -0.7
RECS Columbia Research Enhanced Core ETF 15.3 15 -7 5.7 -0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 15.3 29 -21 4.6 -1.4
LRGC AB US Large Cap Strategic Equities ETF 15.2 48 -40 4.5 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 15.2 12 -4 4.6 -1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 15.1 75 -67 4.1 -1.9
DIA SPDR Dow Jones Industrial Average ETF Trust 15.0 16 -8 5.6 -0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 14.9 9 -1 4.7 -1.3
IMCV iShares Morningstar Mid-Cap Value ETF 14.8 6 2 8.3 +2.3
FELC Fidelity Enhanced Large Cap Core ETF 14.8 18 -10 5.2 -0.7
DSPY Tema S&P 500 Historical Weight ETF 14.8 18 -10 5.2 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 14.7 48 -40 6.2 +0.3
FDVV Fidelity High Dividend ETF 14.7 15 -7 7.7 +1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 14.7 60 -52 5.0 -1.0
FLV American Century Focused Large Cap Value ETF 14.7 42 -34 6.8 +0.8
AVUS Avantis U.S. Equity ETF 14.7 15 -7 5.8 -0.1
VOTE TCW Transform 500 ETF 14.7 5 3 4.9 -1.1
XVV iShares ESG Screened S&P 500 ETF 14.6 8 0 4.8 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14.6 9 -1 6.3 +0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 14.6 7 1 4.8 -1.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 14.5 15 -7 5.0 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 14.5 25 -17 7.4 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 14.5 2 6 5.0 -1.0
DIVL Madison Dividend Value ETF 14.5 65 -57 6.1 +0.1
GSPY Gotham Enhanced 500 ETF 14.5 50 -42 5.3 -0.7
RFFC ALPS Active Equity Opportunity ETF 14.4 48 -40 4.5 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 14.4 59 -51 6.0 +0.0
LCF Touchstone US Large Cap Focused ETF 14.4 69 -61 4.3 -1.7
INRO iShares U.S. Industry Rotation Active ETF 14.4 42 -34 4.3 -1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 14.4 0 8 4.9 -1.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 14.3 10 -2 4.3 -1.7
ZECP Zacks Earnings Consistent Portfolio ETF 14.3 55 -47 4.9 -1.1
RSP Invesco S&P 500 Equal Weight ETF 14.2 20 -12 6.8 +0.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 14.2 8 0 5.0 -1.0
VSLU Applied Finance Valuation Large Cap ETF 14.2 49 -41 5.6 -0.3
DVND Touchstone Dividend Select ETF 14.2 67 -59 5.8 -0.2
PY Principal Value ETF 14.2 15 -7 7.5 +1.5
VLUE iShares MSCI USA Value Factor ETF 14.2 15 -7 9.4 +3.5
ABEQ Absolute Select Value ETF 14.2 85 -77 4.8 -1.2
SNPG Xtrackers S&P 500 Growth ESG ETF 14.1 15 -7 4.6 -1.4
LST Leuthold Select Industries ETF 14.1 91 -83 5.1 -0.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 14.1 68 -60 2.4 -3.6
SGLC SGI U.S. Large Cap Core ETF 14.1 85 -77 4.0 -1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 14.0 14 -6 4.9 -1.1
CATH Global X S&P 500 Catholic Values Custom ETF 14.0 29 -21 4.7 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 14.0 9 -1 4.8 -1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 13.9 38 -30 6.5 +0.5
SPHQ Invesco S&P 500 Quality ETF 13.9 15 -7 5.6 -0.4
JQUA JPMorgan U.S. Quality Factor ETF 13.9 12 -4 6.0 +0.0
CHGX AXS Change Finance ESG ETF 13.9 49 -41 4.8 -1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 13.8 10 -2 5.0 -1.0
KIE SPDR S&P Insurance ETF 13.8 35 -27 7.0 +1.0
SEMG Suncoast Select Growth ETF 13.7 60 -52 4.4 -1.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 13.7 20 -12 4.7 -1.3
IVV iShares Core S&P 500 ETF 13.6 3 5 5.0 -1.0
SPLG SPDR Portfolio S&P 500 ETF 13.6 2 6 5.0 -1.0
SPY SPDR S&P 500 ETF Trust 13.6 9 -1 4.9 -1.1
ACVF American Conservative Values ETF 13.6 75 -67 4.4 -1.6
BDIV AAM Brentview Dividend Growth ETF 13.6 49 -41 4.5 -1.5
MGC Vanguard Mega Cap ETF 13.6 7 1 4.7 -1.3
FFND Future Fund Active ETF 13.6 100 -92 4.4 -1.6
BPAY BlackRock Future Financial and Technology ETF 13.5 70 -62 8.0 +2.0
ICAP InfraCap Equity Income Fund ETF 13.5 171 -163 6.6 +0.6
SHE SPDR MSCI USA Gender Diversity ETF 13.5 20 -12 5.1 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 13.5 15 -7 5.9 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 13.5 11 -3 4.9 -1.1
IWL iShares Russell Top 200 ETF 13.5 15 -7 4.6 -1.3
ASLV Allspring Special Large Value ETF 13.5 35 -27 6.7 +0.7
ADME Aptus Drawdown Managed Equity ETF 13.5 79 -71 4.1 -1.9
LOWV AB US Low Volatility Equity ETF 13.4 48 -40 5.2 -0.7
VOO Vanguard S&P 500 ETF 13.4 3 5 5.0 -1.0
VFMF Vanguard U.S. Multifactor ETF 13.4 18 -10 8.2 +2.2
VFVA Vanguard U.S. Value Factor ETF 13.4 13 -5 11.4 +5.4
VV Vanguard Large-Cap ETF 13.3 4 4 4.9 -1.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.3 20 -12 6.6 +0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 13.3 18 -10 4.6 -1.3
ESGU iShares ESG Aware MSCI USA ETF 13.3 15 -7 4.8 -1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 13.3 10 -2 4.4 -1.6
DFVX Dimensional US Large Cap Vector ETF 13.2 22 -14 6.4 +0.4
TOPT iShares Top 20 U.S. Stocks ETF 13.1 20 -12 3.9 -2.1
VFMO Vanguard U.S. Momentum Factor ETF 13.1 13 -5 2.9 -3.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 13.1 60 -52 7.3 +1.3
ILCB iShares Morningstar U.S. Equity ETF 13.1 3 5 4.9 -1.1
IMCB iShares Morningstar Mid-Cap ETF 13.0 4 4 6.2 +0.3
EUSA iShares MSCI USA Equal Weighted ETF 13.0 9 -1 6.3 +0.3
FDLO Fidelity Low Volatility Factor ETF 13.0 15 -7 5.5 -0.5
FTA First Trust Large Cap Value AlphaDEX Fund 12.9 59 -51 9.2 +3.2
DFSU Dimensional US Sustainability Core 1 ETF 12.9 18 -10 5.5 -0.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.9 80 -72 6.9 +1.0
FDMO Fidelity Momentum Factor ETF 12.9 15 -7 3.7 -2.3
SWP SWP Growth & Income ETF 12.8 99 -91 4.2 -1.8
EDOW First Trust Dow 30 Equal Weight ETF 12.8 50 -42 5.5 -0.5
STRV Strive 500 ETF 12.8 5 3 4.8 -1.1
PBUS Invesco MSCI USA ETF 12.7 4 4 4.9 -1.1
QUAL iShares MSCI USA Quality Factor ETF 12.7 15 -7 5.5 -0.5
SIZE iShares MSCI USA Size Factor ETF 12.7 15 -7 6.3 +0.3
ABIG Argent Large Cap ETF 12.7 49 -41 5.3 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 12.6 10 -2 5.2 -0.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 12.6 3 5 5.2 -0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.6 19 -11 6.5 +0.5
FQAL Fidelity Quality Factor ETF 12.6 15 -7 5.8 -0.2
SXQG ETC 6 Meridian Quality Growth ETF 12.6 100 -92 4.8 -1.2
FVAL Fidelity Value Factor ETF 12.6 15 -7 7.0 +1.0
HGRO Hedgeye Quality Growth ETF 12.6 70 -62 3.4 -2.6
IYY iShares Dow Jones U.S. ETF 12.5 20 -12 4.8 -1.2
IWB iShares Russell 1000 ETF 12.5 15 -7 4.9 -1.1
VONE Vanguard Russell 1000 ETF 12.5 7 1 5.0 -1.0
DFUS Dimensional U.S. Equity ETF 12.5 9 -1 4.9 -1.1
SCHX Schwab U.S. Large-Cap ETF 12.4 3 5 5.0 -1.0
USSE Segall Bryant & Hamill Select Equity ETF 12.4 65 -57 4.4 -1.6
RVRB Reverb ETF 12.4 30 -22 4.6 -1.4
OEF iShares S&P 100 ETF 12.4 20 -12 4.5 -1.5
SUSL iShares ESG MSCI USA Leaders ETF 12.3 10 -2 5.0 -1.0
TMFC Motley Fool 100 Index ETF 12.3 50 -42 3.5 -2.5
VO Vanguard Mid-Cap ETF 12.3 4 4 5.9 -0.1
SAMT Strategas Macro Thematic Opportunities ETF 12.2 65 -57 2.6 -3.4
INCE Franklin Income Equity Focus ETF 12.2 29 -21 5.8 -0.2
BKWO BNY Mellon Women's Opportunities ETF 12.2 50 -42 3.7 -2.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 12.1 5 3 8.3 +2.3
SCHK Schwab 1000 Index ETF 12.1 5 3 5.0 -1.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 12.1 25 -17 5.4 -0.6
ESGV Vanguard ESG U.S. Stock ETF 12.1 9 -1 4.8 -1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 12.1 25 -17 5.7 -0.3
PCGG Polen Capital Global Growth ETF 12.0 85 -77 3.9 -2.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 12.0 3 5 4.9 -1.1
JEPI JPMorgan Equity Premium Income ETF 12.0 35 -27 5.8 -0.2
IWV iShares Russell 3000 ETF 12.0 20 -12 4.8 -1.2
VTHR Vanguard Russell 3000 ETF 11.9 7 1 4.9 -1.1
DSI iShares MSCI KLD 400 Social ETF 11.9 25 -17 4.8 -1.2
YLDE ClearBridge Dividend Strategy ESG ETF 11.9 60 -52 5.8 -0.2
CGUS Capital Group Core Equity ETF 11.9 33 -25 4.4 -1.6
DFAU Dimensional US Core Equity Market ETF 11.9 12 -4 5.1 -0.9
KLMN Invesco MSCI North America Climate ETF 11.8 9 -1 5.0 -1.0
VTI Vanguard Total Stock Market ETF 11.8 3 5 4.9 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.8 25 -17 6.0 +0.0
SPMV Invesco S&P 500 Minimum Variance ETF 11.8 10 -2 5.5 -0.5
CZAR Themes Natural Monopoly ETF 11.8 35 -27 5.8 -0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 11.7 65 -57 8.0 +2.0
PWB Invesco Large Cap Growth ETF 11.7 56 -48 3.1 -2.9
GLBL Pacer MSCI World Industry Advantage ETF 11.7 65 -57 4.2 -1.8
SFY SoFi Select 500 ETF 11.7 0 8 4.4 -1.6
NACP Impact Shares NAACP Minority Empowerment ETF 11.7 49 -41 4.7 -1.3
DCOR Dimensional US Core Equity 1 ETF 11.7 14 -6 5.5 -0.5
SCHB Schwab U.S. Broad Market ETF 11.7 3 5 5.0 -0.9
BITQ Bitwise Crypto Industry Innovators ETF 11.5 85 -77 -2.1 -8.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.5 25 -17 5.5 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 11.5 25 -17 5.5 -0.5
SAMM Strategas Macro Momentum ETF 11.5 66 -58 2.4 -3.6
BLCV iShares Large Cap Value Active ETF 11.4 53 -45 7.6 +1.6
KBE SPDR S&P Bank ETF 11.4 35 -27 9.9 +3.9
JPEF JPMorgan Equity Focus ETF 11.4 50 -42 4.4 -1.6
FDWM Fidelity Women's Leadership ETF 11.4 59 -51 4.9 -1.1
LRGF iShares U.S. Equity Factor ETF 11.3 8 0 5.5 -0.5
KRMA Global X Conscious Companies ETF 11.3 43 -35 5.9 -0.1
VOE Vanguard Mid-Cap Value ETF 11.3 7 1 7.8 +1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.3 7 1 7.6 +1.6
LEAD Siren DIVCON Leaders Dividend ETF 11.2 43 -35 4.3 -1.6
SUSA iShares MSCI USA ESG Select ETF 11.2 25 -17 4.8 -1.2
GRNY Fundstrat Granny Shots US Large Cap ETF 11.2 75 -67 2.5 -3.5
EQIN Columbia US Equity Income ETF 11.2 35 -27 7.1 +1.1
IVW iShares S&P 500 Growth ETF 11.0 18 -10 4.0 -2.0
GOP Unusual Whales Subversive Republican Trading ETF 11.0 50 -42 5.5 -0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 11.0 4 4 4.1 -1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 11.0 65 -57 3.6 -2.4
VOOG Vanguard S&P 500 Growth ETF 10.9 7 1 4.1 -1.9
VNSE Natixis Vaughan Nelson Select ETF 10.8 80 -72 4.7 -1.3
PKW Invesco Buyback Achievers ETF 10.8 62 -54 7.4 +1.4
ALTL Pacer Lunt Large Cap Alternator ETF 10.8 60 -52 4.3 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 10.8 9 -1 5.2 -0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 10.8 60 -52 8.3 +2.3
FTGS First Trust Growth Strength ETF 10.8 60 -52 5.1 -0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 10.8 18 -10 6.0 -0.0
DFAC Dimensional U.S. Core Equity 2 ETF 10.7 17 -9 5.6 -0.4
FSST Fidelity Sustainable U.S. Equity ETF 10.7 59 -51 4.4 -1.6
HLGE Hartford Longevity Economy ETF 10.7 44 -36 -0.4 -6.4
APUE ActivePassive U.S. Equity ETF 10.7 45 -37 4.7 -1.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 10.7 12 -4 5.9 -0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 10.6 79 -71 4.5 -1.5
AUSF Global X Adaptive U.S. Factor ETF 10.6 27 -19 9.0 +3.1
DIVG Invesco S&P 500 High Dividend Growers ETF 10.6 39 -31 8.6 +2.6
SPHB Invesco S&P 500 High Beta ETF 10.6 25 -17 4.6 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 10.6 15 -7 7.1 +1.1
MBCC Monarch Blue Chips Core ETF 10.5 125 -117 4.3 -1.7
XLG Invesco S&P 500 Top 50 ETF 10.5 20 -12 4.1 -1.9
IUSG iShares Core S&P U.S. Growth ETF 10.5 4 4 4.2 -1.8
IWS iShares Russell Mid-Cap Value ETF 10.4 23 -15 6.9 +1.0
GQI Natixis Gateway Quality Income ETF 10.4 34 -26 5.2 -0.8
VUSE Vident U.S. Equity Strategy ETF 10.3 50 -42 4.7 -1.3
BELT iShares Long-Term U.S. Equity Active ETF 10.3 75 -67 3.1 -2.9
RPV Invesco S&P 500 Pure Value ETF 10.3 35 -27 10.7 +4.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 10.2 35 -27 7.9 +1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10.2 38 -30 7.9 +1.9
THRO iShares U.S. Thematic Rotation Active ETF 10.2 90 -82 4.1 -1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 10.2 59 -51 2.8 -3.2
YOKE Yoke Core ETF 10.2 42 -34 4.5 -1.5
BLCR iShares Large Cap Core Active ETF 10.2 36 -28 3.7 -2.3
JGRO JPMorgan Active Growth ETF 10.1 44 -36 3.4 -2.6
SPGP Invesco S&P 500 GARP ETF 10.1 34 -26 6.7 +0.7
DGRW WisdomTree US Quality Dividend Growth Fund 10.1 28 -20 5.6 -0.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.0 60 -52 7.0 +1.0
DUHP Dimensional US High Profitability ETF 10.0 21 -13 6.5 +0.5
GVIP Goldman Sachs Hedge Industry VIP ETF 9.9 45 -37 3.2 -2.8
TOK iShares MSCI Kokusai ETF 9.8 26 -18 5.0 -0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 9.8 42 -34 5.4 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.8 50 -42 4.4 -1.6
STXG Strive 1000 Growth ETF 9.8 18 -10 3.9 -2.1
KOCG FIS Knights of Columbus Global Belief ETF 9.7 75 -67 5.3 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 9.6 55 -47 4.2 -1.8
AFLG First Trust Active Factor Large Cap ETF 9.6 55 -47 6.4 +0.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 9.6 12 -4 5.2 -0.8
IAK iShares U.S. Insurance ETF 9.6 40 -32 7.1 +1.1
EBI Longview Advantage ETF 9.6 35 -27 6.7 +0.7
NULG Nuveen ESG Large-Cap Growth ETF 9.6 26 -18 3.4 -2.6
FMDE Fidelity Enhanced Mid Cap ETF 9.5 23 -15 6.0 +0.0
XPND First Trust Expanded Technology ETF 9.5 65 -57 3.9 -2.1
SSPY Syntax Stratified LargeCap ETF 9.4 30 -22 6.8 +0.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 9.4 65 -57 6.5 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 9.4 12 -4 4.6 -1.4
LRGE ClearBridge Large Cap Growth ESG ETF 9.3 59 -51 4.0 -2.0
URTH iShares MSCI World ETF 9.3 24 -16 5.1 -0.9
QLV FlexShares US Quality Low Volatility Index Fund 9.3 22 -14 5.6 -0.4
FTCS First Trust Capital Strength ETF 9.3 55 -47 6.0 -0.0
QWLD SPDR MSCI World StrategicFactors ETF 9.2 30 -22 6.0 +0.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 9.2 39 -31 3.5 -2.5
FLQL Franklin LibertyQ U.S. Equity ETF 9.2 15 -7 5.4 -0.6
JGLO JPMorgan Global Select Equity ETF 9.2 33 -25 5.1 -0.9
ROUS Hartford Multifactor US Equity ETF 9.2 19 -11 7.1 +1.1
DXUV Dimensional US Vector Equity ETF 9.1 28 -20 6.4 +0.4
BGIG Bahl & Gaynor Income Growth ETF 9.1 45 -37 5.2 -0.8
USMF WisdomTree U.S. Multifactor Fund 9.1 28 -20 7.3 +1.3
DHS WisdomTree U.S. High Dividend Fund 9.0 38 -30 8.2 +2.2
BEEX BeeHive ETF 8.9 84 -76 4.3 -1.7
MAGA Point Bridge America First ETF 8.8 72 -64 6.0 -0.0
IWR iShares Russell Midcap ETF 8.7 19 -11 6.0 -0.0
LOGO Alpha Brands Consumption Leaders ETF 8.7 69 -61 3.3 -2.7
DEUS Xtrackers Russell US Multifactor ETF 8.7 17 -9 7.3 +1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.7 70 -62 4.9 -1.1
ROE Astoria US Quality Kings ETF 8.7 49 -41 6.7 +0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 8.6 67 -59 10.3 +4.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 8.6 9 -1 5.7 -0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.5 75 -67 7.6 +1.6
MBOX Freedom Day Dividend ETF 8.5 39 -31 7.6 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.5 20 -12 5.7 -0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.4 15 -7 7.9 +1.9
QGRW WisdomTree U.S. Quality Growth Fund 8.4 28 -20 4.2 -1.8
TTAC FCF US Quality ETF 8.4 59 -51 6.4 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 8.4 60 -52 10.0 +4.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 8.4 12 -4 4.6 -1.4
GINN Goldman Sachs Innovate Equity ETF 8.3 52 -44 3.6 -2.4
DTEC ALPS Disruptive Technologies ETF 8.3 50 -42 3.9 -2.1
BEEZ Honeytree U.S. Equity ETF 8.3 64 -56 3.9 -2.1
ACWI iShares MSCI ACWI ETF 8.3 32 -24 5.6 -0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 8.3 61 -53 1.2 -4.8
AVMC Avantis U.S. Mid Cap Equity ETF 8.3 18 -10 7.2 +1.2
LGRO Level Four Large Cap Growth Active ETF 8.2 55 -47 3.7 -2.2
DANA Dana Unconstrained Equity ETF 8.2 50 -42 3.0 -3.0
KLMT Invesco MSCI Global Climate 500 ETF 8.2 10 -2 5.8 -0.2
FVD First Trust Value Line Dividend Index Fund 8.2 65 -57 6.4 +0.5
JHMM John Hancock Multifactor Mid Cap ETF 8.1 42 -34 6.6 +0.6
BLOK Amplify Transformational Data Sharing ETF 8.1 75 -67 -0.4 -6.4
HDUS Hartford Disciplined US Equity ETF 8.0 19 -11 5.8 -0.2
GGRW Gabelli Growth Innovators ETF 7.9 90 -82 2.4 -3.6
DGT SPDR Global Dow ETF 7.9 50 -42 7.0 +1.0
ILCG iShares Morningstar Growth ETF 7.8 4 4 3.7 -2.3
CAML Congress Large Cap Growth ETF 7.7 66 -58 3.5 -2.4
IUS Invesco RAFI Strategic US ETF 7.7 19 -11 7.0 +1.0
QDF FlexShares Quality Dividend Index Fund 7.7 37 -29 6.3 +0.3
FLRG Fidelity U.S. Multifactor ETF 7.7 15 -7 7.1 +1.1
CGGR Capital Group Growth ETF 7.6 39 -31 3.2 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 7.6 75 -67 3.7 -2.3
ACWV iShares MSCI Global Min Vol Factor ETF 7.6 20 -12 6.3 +0.3
JSTC Adasina Social Justice All Cap Global ETF 7.5 89 -81 5.0 -1.0
BGDV Bahl & Gaynor Dividend ETF 7.5 45 -37 4.8 -1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 7.5 15 -7 4.2 -1.8
VT Vanguard Total World Stock ETF 7.5 6 2 5.9 -0.1
HKND Humankind US Stock ETF 7.5 11 -3 7.2 +1.2
RGEF Rockefeller Global Equity ETF 7.4 55 -47 4.8 -1.2
ONEO SPDR Russell 1000 Momentum Focus ETF 7.4 20 -12 7.2 +1.3
KBWP Invesco KBW Property & Casualty Insurance ETF 7.3 35 -27 6.8 +0.8
MDLV Morgan Dempsey Large Cap Value ETF 7.3 58 -50 7.6 +1.6
JVAL JPMorgan U.S. Value Factor ETF 7.2 12 -4 8.3 +2.3
IMCG iShares Morningstar Mid-Cap Growth ETF 7.1 6 2 4.1 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.0 56 -48 6.3 +0.3
RPG Invesco S&P 500 Pure Growth ETF 6.9 35 -27 3.4 -2.6
RUNN Running Oak Efficient Growth ETF 6.9 58 -50 5.1 -0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.8 40 -32 3.7 -2.3
DIVZ TrueShares Low Volatility Equity Income ETF 6.8 65 -57 6.7 +0.7
PDP Invesco Dorsey Wright Momentum ETF 6.8 62 -54 3.9 -2.1
ACSI American Customer Satisfaction ETF 6.7 65 -57 4.9 -1.1
QLTY GMO U.S. Quality ETF 6.7 50 -42 4.7 -1.3
EQRR ProShares Equities for Rising Rates ETF 6.7 35 -27 8.4 +2.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.5 49 -41 4.5 -1.5
GLOF iShares Global Equity Factor ETF 6.5 20 -12 6.6 +0.6
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 6.5 65 -57 -1.4 -7.4
LYLD Cambria Large Cap Shareholder Yield ETF 6.4 59 -51 9.9 +3.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.4 50 -42 8.4 +2.5
BGRO iShares Large Cap Growth Active ETF 6.3 55 -47 3.2 -2.8
IWY iShares Russell Top 200 Growth ETF 6.3 20 -12 4.6 -1.4
BUYZ Franklin Disruptive Commerce ETF 6.3 50 -42 2.3 -3.6
FELG Fidelity Enhanced Large Cap Growth ETF 6.2 18 -10 4.7 -1.3
IOO iShares Global 100 ETF 6.2 41 -33 4.7 -1.3
HAPY Harbor Human Capital Factor Unconstrained ETF 6.2 50 -42 5.7 -0.3
TBG TBG Dividend Focus ETF 6.2 59 -51 8.2 +2.2
RJMG FT Raymond James Multicap Growth Equity ETF 6.2 85 -77 2.0 -4.0
RCGE RockCreek Global Equality ETF 6.1 95 -87 6.9 +0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.1 15 -7 6.7 +0.7
FPAG FPA Global Equity ETF 6.1 49 -41 6.0 0.0
FCPI Fidelity Stocks for Inflation ETF 6.0 15 -7 7.6 +1.6
SCHG Schwab U.S. Large-Cap Growth ETF 6.0 4 4 4.0 -2.0
RW Rainwater Equity ETF 6.0 125 -117 3.1 -2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.0 52 -44 5.8 -0.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.0 58 -50 5.5 -0.5
LBO WHITEWOLF Publicly Listed Private Equity ETF 6.0 70 -62 9.6 +3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 5.9 18 -10 3.9 -2.0
AGRW Allspring LT Large Growth ETF 5.9 35 -27 3.6 -2.4
GDIV Harbor Dividend Growth Leaders ETF 5.9 50 -42 5.4 -0.6
JHDV John Hancock U.S. High Dividend ETF 5.8 34 -26 6.7 +0.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.8 20 -12 7.9 +1.9
QDEF FlexShares Quality Dividend Defensive Index Fund 5.8 37 -29 6.1 +0.2
OPTZ Optimize Strategy Index ETF 5.8 50 -42 4.7 -1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.8 64 -56 2.2 -3.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.7 15 -7 9.1 +3.2
IWFG IQ Winslow Focused Large Cap Growth ETF 5.7 65 -57 3.0 -3.0
LCLG Logan Capital Broad Innovative Growth ETF 5.7 99 -91 4.0 -2.0
SFYF SoFi Social 50 ETF 5.7 29 -21 0.4 -5.6
LQPE PEO AlphaQuest Thematic PE ETF 5.7 125 -117 5.4 -0.6
FDL First Trust Morningstar Dividend Leaders Index Fund 5.7 45 -37 11.0 +5.0
CGGO Capital Group Global Growth Equity ETF 5.6 47 -39 4.7 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.6 18 -10 7.9 +1.9
PRXG Praxis Impact Large Cap Growth ETF 5.6 36 -28 3.7 -2.3
WTV WisdomTree US Value Fund of Benef Interest 5.6 12 -4 9.3 +3.3
VSDA VictoryShares Dividend Accelerator ETF 5.6 35 -27 7.3 +1.4
VUG Vanguard Growth ETF 5.6 4 4 4.1 -1.9
DVY iShares Select Dividend ETF 5.6 38 -30 9.3 +3.3
GVLU Gotham 1000 Value ETF 5.5 50 -42 9.2 +3.2
ITAN Sparkline Intangible Value ETF 5.5 50 -42 6.7 +0.7
JGRW Jensen Quality Growth ETF 5.5 57 -49 4.7 -1.3
FLDZ RiverNorth Patriot ETF 5.5 75 -67 6.3 +0.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.5 45 -37 5.6 -0.4
AOTG AOT Growth and Innovation ETF 5.4 75 -67 1.7 -4.3
GURU Global X Guru Index ETF 5.4 75 -67 3.1 -2.9
TMFG Motley Fool Global Opportunities ETF 5.4 85 -77 4.1 -1.9
VFQY Vanguard U.S. Quality Factor ETF 5.4 13 -5 6.6 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 5.4 13 -5 5.9 -0.1
VALQ American Century U.S. Quality Value ETF 5.4 29 -21 8.0 +2.0
MGK Vanguard Mega Cap Growth ETF 5.4 7 1 4.1 -1.8
DWLD Davis Select Worldwide ETF 5.4 63 -55 7.4 +1.4
IWF iShares Russell 1000 Growth ETF 5.4 19 -11 4.4 -1.6
FDG American Century Focused Dynamic Growth ETF 5.4 45 -37 1.9 -4.1
BRIF FIS Bright Portfolios Focused Equity ETF 5.3 65 -57 4.8 -1.2
AIEQ AI Powered Equity ETF 5.3 75 -67 3.8 -2.2
AVMV Avantis U.S. Mid Cap Value ETF 5.3 20 -12 9.1 +3.2
VONG Vanguard Russell 1000 Growth ETF 5.3 7 1 4.5 -1.5
PTL Inspire 500 ETF 5.2 9 -1 5.3 -0.7
TOGA Tremblant Global ETF 5.1 69 -61 2.0 -4.0
GQQQ Astoria US Quality Growth Kings ETF 5.1 35 -27 4.7 -1.3
DIVS SmartETFs Dividend Builder ETF 5.1 65 -57 5.1 -0.9
IBLC iShares Blockchain and Tech ETF 5.0 47 -39 -2.4 -8.4
AVUQ Avantis U.S. Quality ETF 5.0 15 -7 4.4 -1.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.9 35 -27 6.3 +0.4
FFOG Franklin Focused Growth ETF 4.9 61 -53 2.4 -3.5
WLDR Affinity World Leaders Equity ETF 4.9 67 -59 7.5 +1.6
IAT iShares U.S. Regional Banks ETF 4.8 40 -32 10.0 +4.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.8 55 -47 10.6 +4.6
CGDG Capital Group Dividend Growers ETF 4.8 47 -39 6.4 +0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.7 29 -21 6.4 +0.4
DEW WisdomTree Global High Dividend Fund 4.7 58 -50 8.6 +2.6
DSTL Distillate US Fundamental Stability & Value ETF 4.7 39 -31 8.4 +2.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.6 7 1 10.3 +4.3
QGRO American Century U.S. Quality Growth ETF 4.5 29 -21 3.7 -2.3
EQAL Invesco Russell 1000 Equal Weight ETF 4.5 20 -12 6.9 +1.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.5 39 -31 -1.2 -7.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.4 39 -31 3.8 -2.2
SIXL ETC 6 Meridian Low Beta Equity ETF 4.4 80 -72 6.3 +0.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.2 30 -22 8.6 +2.7
FBCG Fidelity Blue Chip Growth ETF 4.2 59 -51 2.9 -3.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.2 61 -53 -1.7 -7.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.2 49 -41 9.7 +3.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 -16 8.4 +2.4
FINX Global X FinTech ETF 4.1 68 -60 2.2 -3.8
AGQI First Trust Active Global Quality Income ETF 4.1 85 -77 4.9 -1.0
CGDV Capital Group Dividend Value ETF 4.0 33 -25 4.6 -1.3
HDV iShares Core High Dividend ETF 4.0 8 0 7.4 +1.4
VOT Vanguard Mid-Cap Growth ETF 3.9 7 1 3.7 -2.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.9 85 -77 4.0 -2.0
FEGE First Eagle Global Equity ETF 3.8 79 -71 6.9 +0.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.8 31 -23 7.1 +1.1
FMKT The Free Markets ETF 3.8 76 -68 1.5 -4.5
SMOT VanEck Morningstar SMID Moat ETF 3.8 49 -41 6.9 +0.9
WCEO Hypatia Women CEO ETF 3.7 85 -77 4.0 -2.0
PRAY FIS Christian Stock Fund 3.7 69 -61 5.4 -0.6
EMOT First Trust S&P 500 Economic Moat ETF 3.6 60 -52 8.3 +2.3
STCE Schwab Crypto Thematic ETF 3.6 30 -22 0.6 -5.4
ABFL Abacus FCF Leaders ETF 3.5 59 -51 5.5 -0.5
CWS AdvisorShares Focused Equity ETF 3.5 84 -76 5.4 -0.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.5 61 -53 6.9 +0.9
DIVY Sound Equity Dividend Income ETF 3.5 45 -37 10.0 +4.0
DURA VanEck Durable High Dividend ETF 3.5 29 -21 8.8 +2.8
BCDF Horizon Kinetics Blockchain Development ETF 3.5 85 -77 4.1 -1.9
HOMZ Hoya Capital Housing ETF 3.4 30 -22 10.1 +4.2
VAMO Cambria Value & Momentum ETF 3.4 61 -53 5.8 -0.2
GK AdvisorShares Gerber Kawasaki ETF 3.4 75 -67 2.5 -3.5
SYLD Cambria Shareholder Yield ETF 3.4 59 -51 12.4 +6.4
SDY SPDR S&P Dividend ETF 3.4 35 -27 6.8 +0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.3 60 -52 7.9 +1.9
CVY Invesco Zacks Multi-Asset Income ETF 3.3 106 -98 13.0 +7.1
IETC iShares U.S. Tech Independence Focused ETF 3.3 18 -10 3.8 -2.2
BFOR ALPS Barron's 400 ETF 3.2 65 -57 6.3 +0.3
PSET Principal Quality ETF 3.2 15 -7 5.5 -0.5
DXIV Dimensional International Vector Equity ETF 3.1 34 -26 8.0 +2.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.1 30 -22 9.2 +3.2
MVAL VanEck Morningstar Wide Moat Value ETF 3.1 49 -41 6.7 +0.7
BIBL Inspire 100 ETF 3.1 35 -27 5.1 -0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 -31 12.1 +6.1
PSP Invesco Global Listed Private Equity ETF 3.0 106 -98 6.3 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -72 4.4 -1.6
OCFS Otter Creek Focus Strategy ETF 3.0 85 -77 4.0 -2.0
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 -27 6.8 +0.8
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -39 5.5 -0.5
ARKF ARK Fintech Innovation ETF 3.0 75 -67 -0.4 -6.4
KONG Formidable Fortress ETF 3.0 89 -81 6.2 +0.2
TMAT Main Thematic Innovation ETF 3.0 164 -156 -1.5 -7.4
BLES Inspire Global Hope ETF 2.9 61 -53 6.9 +1.0
ONEY SPDR Russell 1000 Yield Focus ETF 2.9 20 -12 10.0 +4.0
BOUT Innovator IBD Breakout Opportunities ETF 2.9 81 -73 2.9 -3.1
BWEB Bitwise Web3 ETF 2.8 85 -77 -0.2 -6.2
SDOG ALPS Sector Dividend Dogs ETF 2.8 36 -28 9.8 +3.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.8 52 -44 6.4 +0.4
RNMC First Trust Mid Cap US Equity Select ETF 2.7 60 -52 6.7 +0.7
TAX Cambria Tax Aware ETF 2.6 49 -41 5.1 -0.9
ISHP First Trust Nasdaq Retail ETF 2.6 60 -52 5.7 -0.3
CZA Invesco Zacks Mid-Cap ETF 2.5 72 -64 6.8 +0.8
IWP iShares Russell Mid-Cap Growth ETF 2.5 23 -15 3.6 -2.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.5 65 -57 4.9 -1.1
BUZZ VanEck Social Sentiment ETF 2.5 75 -67 -0.4 -6.4
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -38 5.8 -0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.5 15 -7 7.8 +1.9
QDIV Global X S&P 500 Quality Dividend ETF 2.4 20 -12 9.1 +3.1
FMTM MarketDesk Focused U.S. Momentum ETF 2.4 45 -37 3.8 -2.2
YALL God Bless America ETF 2.4 65 -57 3.7 -2.3
ANEW ProShares MSCI Transformational Changes ETF 2.4 45 -37 6.3 +0.3
MILN Global X Millennial Consumer ETF 2.4 50 -42 3.9 -2.1
FTDS First Trust Dividend Strength ETF 2.3 70 -62 8.0 +2.0
TXS Texas Capital Texas Equity Index ETF 2.2 49 -41 5.8 -0.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.2 52 -44 10.7 +4.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.2 52 -44 7.8 +1.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.2 35 -27 5.9 -0.1
KRE SPDR S&P Regional Banking ETF 2.1 35 -27 10.4 +4.4
IEDI iShares U.S. Consumer Focused ETF 2.1 18 -10 5.7 -0.3
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 -21 11.0 +5.0
SMRI Bushido Capital US Equity ETF 2.1 71 -63 9.8 +3.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.1 27 -19 7.1 +1.1
DEMZ Democratic Large Cap Core ETF 2.0 45 -37 4.5 -1.5
RNIN Bushido Capital US SMID Cap Equity ETF 2.0 70 -62 10.8 +4.8
TRFM AAM Transformers ETF 2.0 49 -41 1.3 -4.7
DIHP Dimensional International High Profitability ETF 2.0 29 -21 7.2 +1.3
GINX SGI Enhanced Global Income ETF 2.0 98 -90 7.2 +1.2
SCHM Schwab U.S. Mid-Cap ETF 2.0 4 4 6.8 +0.9
SRHQ SRH U.S. Quality ETF 2.0 35 -27 7.9 +1.9
TIME Clockwise Core Equity & Innovation ETF 1.9 95 -87 2.8 -3.1
TPHD Timothy Plan High Dividend Stock ETF 1.9 52 -44 7.3 +1.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.9 54 -46 7.0 +1.0
SURE AdvisorShares Insiders Advantage ETF 1.9 90 -82 10.0 +4.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 -22 8.0 +2.0
XDAT Franklin Exponential Data ETF 1.8 50 -42 2.2 -3.8
KOMP SPDR S&P Kensho New Economies Composite ETF 1.8 20 -12 2.4 -3.6
FSCS First Trust SMID Capital Strength ETF 1.8 60 -52 7.4 +1.5
PNQI Invesco NASDAQ Internet ETF 1.7 60 -52 3.5 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.7 21 -13 3.7 -2.3
ARKK ARK Innovation ETF 1.4 75 -67 -2.3 -8.3
ARKW ARK Next Generation Internet ETF 1.4 87 -79 -0.4 -6.3
DAPP VanEck Digital Transformation ETF 1.4 50 -42 0.0 -6.0
METV Roundhill Ball Metaverse ETF 1.4 59 -51 7.7 +1.7
BCOR Grayscale Bitcoin Adopters ETF 1.4 59 -51 2.3 -3.7
SCHD Schwab US Dividend Equity ETF 1.3 6 2 10.2 +4.2
FDLS Inspire Fidelis Multi Factor ETF 1.3 76 -68 5.3 -0.7
LIVR Intelligent Livermore ETF 1.3 69 -61 5.2 -0.7
MOTE VanEck Morningstar ESG Moat ETF 1.2 49 -41 6.2 +0.2
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -52 6.1 +0.1
STXM Strive Mid-Cap ETF 1.2 18 -10 6.3 +0.3
SMMD iShares Russell 2500 ETF 1.1 15 -7 6.3 +0.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.1 43 -35 6.4 +0.4
XT iShares Exponential Technologies ETF 1.1 46 -38 4.8 -1.2
RND First Trust Bloomberg R&D Leaders ETF 1.1 60 -52 3.7 -2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 6.3 +0.4
TMFX Motley Fool Next Index ETF 1.0 50 -42 2.7 -3.3
VB Vanguard Small-Cap ETF 1.0 5 3 6.3 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 0.9 38 -30 9.3 +3.3
CVAR Cultivar ETF 0.9 87 -79 6.9 +0.9
WBIY WBI Power Factor High Dividend ETF 0.9 100 -92 15.9 +9.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.9 14 -6 5.3 -0.7
CBSE Clough Select Equity ETF 0.9 85 -77 0.9 -5.1
BKCH Global X Blockchain ETF 0.9 50 -42 -2.9 -8.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.9 85 -77 0.0 -6.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 -7 6.2 +0.3
DFNV Donoghue Forlines Innovation ETF 0.9 69 -61 4.5 -1.5
WCLD WisdomTree Cloud Computing Fund 0.9 45 -37 1.7 -4.3
FDN First Trust Dow Jones Internet Index Fund 0.9 52 -44 3.2 -2.8
FDND FT Vest Dow Jones Internet & Target Income ETF 0.9 75 -67 3.1 -2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.9 58 -50 4.2 -1.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.9 60 -52 4.7 -1.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.9 20 -12 4.4 -1.6
IBUY Amplify Online Retail ETF 0.9 65 -57 0.9 -5.1
MVPA Miller Value Partners Appreciation ETF 0.9 60 -52 10.0 +4.1
RVER Trenchless Fund ETF 0.9 65 -57 4.5 -1.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.8 60 -52 6.3 +0.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.8 52 -44 6.7 +0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 1 6.2 +0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 -27 4.2 -1.8
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 -7 7.4 +1.4
SFYX SoFi Next 500 ETF 0.7 0 8 5.9 -0.1
VBR Vanguard Small Cap Value ETF 0.7 7 1 9.5 +3.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -70 9.7 +3.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 0.7 56 -48 0.3 -5.7
KNO AXS Knowledge Leaders ETF 0.7 78 -70 6.2 +0.2
EZM WisdomTree U.S. MidCap Fund 0.7 38 -30 9.5 +3.6
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -72 12.1 +6.1
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 5.7 -0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 -7 6.1 +0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 -9 5.8 -0.2
ISCB iShares Morningstar Small-Cap ETF 0.6 4 4 6.4 +0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -67 3.0 -2.9
CRTC Xtrackers US National Critical Technologies ETF 0.6 35 -27 4.8 -1.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.6 384 -376 14.5 +8.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -48 11.2 +5.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 -17 8.7 +2.7
MID American Century Mid Cap Growth Impact ETF 0.6 45 -37 3.4 -2.6
POWA Invesco Bloomberg Pricing Power ETF 0.6 40 -32 5.5 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -52 7.5 +1.6
NUMG Nuveen ESG Mid-Cap Growth ETF 0.5 31 -23 2.7 -3.3
FDTX Fidelity Disruptive Technology ETF 0.5 50 -42 2.7 -3.3
WGMI Valkyrie Bitcoin Miners ETF 0.5 75 -67 -3.5 -9.5
SPYA Twin Oak Endure ETF 0.5 80 -72 -2.1 -8.1
DFAS Dimensional U.S. Small Cap ETF 0.5 26 -18 6.7 +0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -62 11.6 +5.6
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 2 9.7 +3.7
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 -20 9.8 +3.8
VIDI Vident International Equity Strategy ETF 0.5 61 -53 11.1 +5.1
WRND IQ Global Equity R&D Leaders ETF 0.4 18 -10 8.1 +2.2
FEOE First Eagle Overseas Equity ETF 0.4 79 -71 7.9 +1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 -31 5.5 -0.5
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 -12 4.2 -1.8
ZIG Acquirers Fund 0.4 84 -76 19.9 +14.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 10 -2 6.3 +0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 7 1 7.7 +1.8
VXF Vanguard Extended Market ETF 0.4 5 3 4.8 -1.2
QQQ Invesco QQQ Trust Series I 0.4 20 -12 4.1 -1.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.4 49 -41 3.8 -2.2
QQQM Invesco NASDAQ 100 ETF 0.4 15 -7 4.1 -1.9
VBK Vanguard Small-Cap Growth ETF 0.4 7 1 2.0 -4.0
NIXT Research Affiliates Deletions ETF 0.3 9 -1 9.0 +3.1
TMFM Motley Fool Mid-Cap Growth ETF 0.3 85 -77 2.9 -3.1
APIE ActivePassive International Equity ETF 0.3 45 -37 7.5 +1.5
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -57 8.7 +2.8
COWS Amplify Cash Flow Dividend Leaders ETF 0.3 0 8 12.5 +6.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.2 48 -40 8.7 +2.7
DFSV Dimensional US Small Cap Value ETF 0.2 31 -23 10.6 +4.6
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 4.7 -1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.2 15 -7 4.8 -1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.1 24 -16 8.0 +2.0
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 5.5 -0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.1 25 -17 8.1 +2.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 -22 7.0 +1.0
MGRO VanEck Morningstar Wide Moat Growth ETF 0.1 49 -41 4.6 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 2 2.9 -3.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 -12 6.4 +0.4

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 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		 1.58 CATEGORY
AVERAGE		 1.59
 
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.