Consumer Staples Select Sector SPDR Fund
ALTAR
Score™		 6.3% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 19.7x P/Sales
ratio		 1.3x
P/BV
ratio		 4.0x Div.
yield		 2.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Consumer Staples sector. Component industries include Food & Staples Retailing, Food, Beverage & Tobacco producers, and Household and Personal Products companies. 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) $16,010
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 37
Wgt avg mkt cap (mns) $226,821
Large cap (>$10bn) 99.0%
Mid cap ($2-10bn) 1.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WAL-MART STORES INC 10.9 %
COSTCO WHOLESALE CORP 9.6 %
PROCTER & GAMBLE CO/THE 8.2 %
COCA-COLA CO/THE 6.1 %
PHILIP MORRIS INTERNATIONAL 5.7 %
PEPSICO INC 4.8 %
MONDELEZ INTERNATIONAL INC-A 4.5 %
ALTRIA GROUP INC 4.4 %
COLGATE-PALMOLIVE CO 4.2 %
MONSTER BEVERAGE CORPORATION 3.3 %
Total 61.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.9 %










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.
1.6% -3.0% 6.9% 8.0% 6.6%

Market Correlations
versus... Beta R-squared
S&P500 0.55 38%
MSCI EAFE 0.52 41%
MSCI Emg. Mkts. 0.33 19%

Technical Indicators
Recent close $79.09
30d moving avg. $78.68
Annualized volatility 12.1%
Short interest (ETF) 22.9%
Short interest (Underlying) 1.4%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 11,750
Turnover 5.8%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $10,353

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 603 potential alternatives to the Consumer Staples Select Sector SPDR Fund ETF based on the alternatives' overlap in portfolio holdings with XLP. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLP Expense: 8 bp ALTAR Score™: 6.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLP
Ticker Fund
Name		 Overlap1
vs XLP
(%)		 Expense
ratio
(bp)		 Savings
vs XLP
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLP
(%)
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 76.3 8 -0 5.9 -0.3
VDC Vanguard Consumer Staples ETF 75.8 9 -1 5.9 -0.3
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 64.2 40 -32 7.3 +1.0
KXI iShares Global Consumer Staples ETF 60.0 41 -33 5.6 -0.7
IYK iShares U.S. Consumer Staples ETF 59.9 40 -32 6.5 +0.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 40.6 60 -52 7.4 +1.2
FTXG First Trust Nasdaq Food & Beverage ETF 30.2 60 -52 7.7 +1.5
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 29.6 60 -52 7.0 +0.7
RTH VanEck Retail ETF 26.3 35 -27 5.5 -0.7
HDV iShares Core High Dividend ETF 25.2 8 0 7.3 +1.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 24.2 80 -72 6.8 +0.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 24.1 27 -19 7.0 +0.8
DURA VanEck Durable High Dividend ETF 23.7 29 -21 8.7 +2.5
VSDA VictoryShares Dividend Accelerator ETF 23.1 35 -27 7.3 +1.0
FXG First Trust Consumer Staples AlphaDEX Fund 22.9 63 -55 8.7 +2.4
IEDI iShares U.S. Consumer Focused ETF 21.0 18 -10 5.6 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 19.4 35 -27 6.2 -0.0
PBJ Invesco Food & Beverage ETF 19.3 57 -49 7.6 +1.3
SCHD Schwab US Dividend Equity ETF 19.1 6 2 10.0 +3.8
QDIV Global X S&P 500 Quality Dividend ETF 18.8 20 -12 8.9 +2.6
DHS WisdomTree U.S. High Dividend Fund 18.8 38 -30 8.1 +1.9
SPHQ Invesco S&P 500 Quality ETF 17.7 15 -7 5.5 -0.8
DIVZ TrueShares Low Volatility Equity Income ETF 16.8 65 -57 6.7 +0.5
TMDV ProShares Russell US Dividend Growers ETF 16.6 35 -27 6.7 +0.4
SDY SPDR S&P Dividend ETF 16.4 35 -27 6.7 +0.5
SAMT Strategas Macro Thematic Opportunities ETF 16.1 65 -57 2.6 -3.7
AVIE Avantis  Inflation Focused Equity ETF 16.0 25 -17 7.3 +1.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.9 15 -7 7.8 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 14.9 15 -7 7.7 +1.4
SPLV Invesco S&P 500 Low Volatility ETF 14.9 25 -17 5.5 -0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.9 25 -17 5.5 -0.7
EMOT First Trust S&P 500 Economic Moat ETF 14.8 60 -52 8.1 +1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 14.4 45 -37 10.8 +4.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 14.4 35 -27 7.8 +1.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 14.3 38 -30 7.8 +1.5
FTCS First Trust Capital Strength ETF 14.0 55 -47 5.9 -0.3
FDVV Fidelity High Dividend ETF 13.6 15 -7 7.5 +1.3
SPYD SPDR Portfolio S&P 500 High Dividend ETF 13.3 7 1 10.0 +3.8
DGRW WisdomTree US Quality Dividend Growth Fund 13.0 28 -20 5.4 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 12.8 28 -20 5.9 -0.4
TBG TBG Dividend Focus ETF 12.7 59 -51 8.1 +1.9
ONEY SPDR Russell 1000 Yield Focus ETF 12.6 20 -12 9.7 +3.4
SSPY Syntax Stratified LargeCap ETF 12.5 30 -22 6.7 +0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 12.4 65 -57 6.4 +0.1
MVAL VanEck Morningstar Wide Moat Value ETF 12.4 49 -41 6.4 +0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.0 29 -21 6.4 +0.1
HKND Humankind US Stock ETF 12.0 11 -3 6.9 +0.7
POWA Invesco Bloomberg Pricing Power ETF 12.0 40 -32 5.3 -1.0
DTD WisdomTree U.S. Total Dividend Fund 11.8 28 -20 6.3 -0.0
EQRR ProShares Equities for Rising Rates ETF 11.7 35 -27 8.1 +1.9
DGRO iShares Core Dividend Growth ETF 11.6 8 0 6.5 +0.2
FCPI Fidelity Stocks for Inflation ETF 11.6 15 -7 7.5 +1.2
RPV Invesco S&P 500 Pure Value ETF 11.3 35 -27 10.2 +3.9
VYM Vanguard High Dividend Yield Index ETF 11.3 6 2 7.0 +0.7
PFM Invesco Dividend Achievers ETF 11.2 53 -45 5.2 -1.1
SNPV Xtrackers S&P 500 Value ESG ETF 11.2 15 -7 6.5 +0.3
EQIN Columbia US Equity Income ETF 11.2 35 -27 6.9 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.2 19 -11 6.3 +0.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 11.1 50 -42 4.3 -2.0
ICAP InfraCap Equity Income Fund ETF 11.1 171 -163 6.3 +0.0
MOAT VanEck Morningstar Wide Moat ETF 11.1 46 -38 5.6 -0.7
MGV Vanguard Mega Cap Value ETF 11.1 7 1 6.5 +0.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 11.1 35 -27 5.8 -0.5
RWL Invesco S&P 500 Revenue ETF 11.1 39 -31 6.7 +0.4
DIVS SmartETFs Dividend Builder ETF 11.0 65 -57 5.0 -1.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.9 15 -7 6.7 +0.4
VFQY Vanguard U.S. Quality Factor ETF 10.9 13 -5 6.4 +0.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.8 7 1 7.4 +1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 10.7 30 -22 9.1 +2.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 10.7 56 -48 0.3 -6.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.6 60 -52 4.6 -1.7
IYC iShares U.S. Consumer Discretionary ETF 10.4 40 -32 3.8 -2.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 10.3 29 -21 6.6 +0.4
VICE AdvisorShares Vice ETF 10.2 99 -91 6.6 +0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.2 29 -21 4.5 -1.8
VALQ American Century U.S. Quality Value ETF 10.2 29 -21 7.8 +1.5
MODL VictoryShares WestEnd U.S. Sector ETF 10.1 42 -34 4.4 -1.8
PRXV Praxis Impact Large Cap Value ETF 10.1 36 -28 6.5 +0.2
EDOW First Trust Dow 30 Equal Weight ETF 10.0 50 -42 5.3 -0.9
COWZ Pacer US Cash Cows 100 ETF 9.9 49 -41 9.5 +3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 9.9 15 -7 5.5 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 9.9 15 -7 5.9 -0.4
VTV Vanguard Value ETF 9.8 4 4 6.8 +0.5
NULV Nuveen ESG Large-Cap Value ETF 9.8 26 -18 6.2 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 9.8 10 -2 5.4 -0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 9.7 18 -10 5.9 -0.4
VIG Vanguard Dividend Appreciation ETF 9.7 5 3 5.5 -0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 9.7 60 -52 8.2 +2.0
DIVB iShares Core Dividend ETF 9.7 5 3 8.1 +1.8
LOGO Alpha Brands Consumption Leaders ETF 9.6 69 -61 3.2 -3.1
USMC Principal U.S. Mega-Cap ETF 9.6 12 -4 4.3 -2.0
EQWL Invesco S&P 100 Equal Weight ETF 9.5 25 -17 6.1 -0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.5 18 -10 7.7 +1.5
YALL God Bless America ETF 9.5 65 -57 3.6 -2.7
ULVM VictoryShares US Value Momentum ETF 9.4 20 -12 7.2 +0.9
BGIG Bahl & Gaynor Income Growth ETF 9.4 45 -37 5.2 -1.1
VOE Vanguard Mid-Cap Value ETF 9.4 7 1 7.6 +1.3
WBIY WBI Power Factor High Dividend ETF 9.3 100 -92 15.2 +8.9
DVY iShares Select Dividend ETF 9.2 38 -30 9.0 +2.8
FVD First Trust Value Line Dividend Index Fund 9.2 65 -57 6.4 +0.1
CVAR Cultivar ETF 9.2 87 -79 6.6 +0.3
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 -31 8.4 +2.1
ZECP Zacks Earnings Consistent Portfolio ETF 9.1 55 -47 4.7 -1.5
SDOG ALPS Sector Dividend Dogs ETF 9.0 36 -28 9.5 +3.2
DUHP Dimensional US High Profitability ETF 9.0 21 -13 6.3 +0.1
NUDV Nuveen ESG Dividend ETF 8.9 26 -18 7.6 +1.4
SCHV Schwab U.S. Large-Cap Value ETF 8.8 4 4 6.7 +0.4
ACWV iShares MSCI Global Min Vol Factor ETF 8.8 20 -12 6.2 -0.1
LIVR Intelligent Livermore ETF 8.8 69 -61 5.1 -1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 8.7 32 -24 4.9 -1.4
IWX iShares Russell Top 200 Value ETF 8.5 20 -12 6.1 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 8.5 58 -50 7.4 +1.2
VFMV Vanguard U.S. Minimum Volatility ETF 8.4 13 -5 5.8 -0.5
QLTY GMO U.S. Quality ETF 8.4 50 -42 4.5 -1.8
XRT SPDR S&P Retail ETF 8.3 35 -27 8.6 +2.3
DVND Touchstone Dividend Select ETF 8.3 67 -59 5.6 -0.7
ACSI American Customer Satisfaction ETF 8.3 65 -57 4.7 -1.5
JEPI JPMorgan Equity Premium Income ETF 8.3 35 -27 5.7 -0.6
AUSF Global X Adaptive U.S. Factor ETF 8.2 27 -19 8.9 +2.6
FLV American Century Focused Large Cap Value ETF 8.2 42 -34 6.6 +0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 8.2 37 -29 6.0 -0.3
LVOL American Century Low Volatility ETF 8.1 29 -21 5.0 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.1 70 -62 4.9 -1.3
PY Principal Value ETF 8.1 15 -7 7.3 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 8.1 18 -10 6.4 +0.2
STXV Strive 1000 Value ETF 8.1 18 -10 7.9 +1.7
GVLU Gotham 1000 Value ETF 8.1 50 -42 9.0 +2.7
TOKE Cambria Cannabis ETF 8.0 42 -34 1.1 -5.2
MTUM iShares MSCI USA Momentum Factor ETF 8.0 15 -7 3.4 -2.8
DSTL Distillate US Fundamental Stability & Value ETF 8.0 39 -31 8.3 +2.0
SPXT ProShares S&P 500 Ex-Technology ETF 7.9 9 -1 5.5 -0.7
PWB Invesco Large Cap Growth ETF 7.9 56 -48 3.0 -3.2
QUS SPDR MSCI USA StrategicFactors ETF 7.9 15 -7 5.6 -0.7
QLV FlexShares US Quality Low Volatility Index Fund 7.8 22 -14 5.6 -0.7
QUVU Hartford Quality Value ETF 7.8 46 -38 7.1 +0.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.8 38 -30 6.3 +0.1
LEAD Siren DIVCON Leaders Dividend ETF 7.8 43 -35 4.2 -2.1
BDIV AAM Brentview Dividend Growth ETF 7.7 49 -41 4.4 -1.8
IMCV iShares Morningstar Mid-Cap Value ETF 7.7 6 2 8.1 +1.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 7.7 49 -41 9.5 +3.2
DFVX Dimensional US Large Cap Vector ETF 7.6 22 -14 6.2 -0.1
REVS Columbia Research Enhanced Value ETF 7.6 19 -11 7.5 +1.3
GVUS Marketbeta Russell 1000 Value Equity ETF 7.5 12 -4 6.5 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 7.4 75 -67 3.6 -2.7
ILCV iShares Morningstar Value ETF 7.4 4 4 6.3 +0.0
DEMZ Democratic Large Cap Core ETF 7.4 45 -37 4.3 -2.0
XMAG Defiance Large Cap ex-Mag 7 ETF 7.4 35 -27 5.0 -1.2
FTA First Trust Large Cap Value AlphaDEX Fund 7.3 59 -51 8.9 +2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.3 25 -17 5.9 -0.4
ACVF American Conservative Values ETF 7.3 75 -67 4.3 -1.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 7.3 25 -17 11.1 +4.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.3 20 -12 7.8 +1.5
VOOV Vanguard S&P 500 Value ETF 7.3 7 1 6.2 -0.1
IVE iShares S&P 500 Value ETF 7.3 18 -10 6.1 -0.2
MAGA Point Bridge America First ETF 7.2 72 -64 5.8 -0.4
JHDV John Hancock U.S. High Dividend ETF 7.2 34 -26 6.5 +0.2
SPYV SPDR Portfolio S&P 500 Value ETF 7.2 4 4 6.2 -0.1
VONV Vanguard Russell 1000 Value ETF 7.2 7 1 6.5 +0.2
IWD iShares Russell 1000 Value ETF 7.2 19 -11 6.3 +0.1
FUNL CornerCap Fundametrics Large-Cap ETF 7.2 50 -42 7.2 +0.9
GQI Natixis Gateway Quality Income ETF 7.2 34 -26 5.1 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.2 9 -1 5.1 -1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.2 48 -40 6.2 -0.1
DEW WisdomTree Global High Dividend Fund 7.2 58 -50 8.4 +2.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.2 20 -12 6.4 +0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 7.1 80 -72 6.2 -0.0
GDIV Harbor Dividend Growth Leaders ETF 7.1 50 -42 5.2 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 7.1 35 -27 5.9 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.1 40 -32 5.9 -0.4
FNDX Schwab Fundamental US Large Co. Index ETF 7.0 25 -17 7.0 +0.8
RSP Invesco S&P 500 Equal Weight ETF 6.9 20 -12 6.6 +0.3
IUS Invesco RAFI Strategic US ETF 6.9 19 -11 6.7 +0.5
IUSV iShares Core S&P US Value ETF 6.9 4 4 6.3 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 6.8 52 -44 10.3 +4.1
DEUS Xtrackers Russell US Multifactor ETF 6.8 17 -9 7.1 +0.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.8 29 -21 6.4 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 6.8 29 -21 6.9 +0.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 6.8 49 -41 5.8 -0.4
QDF FlexShares Quality Dividend Index Fund 6.8 37 -29 6.1 -0.2
STXD Strive 1000 Dividend Growth ETF 6.8 35 -27 4.8 -1.5
MBOX Freedom Day Dividend ETF 6.8 39 -31 7.4 +1.2
ROUS Hartford Multifactor US Equity ETF 6.7 19 -11 7.0 +0.7
FLQL Franklin LibertyQ U.S. Equity ETF 6.7 15 -7 5.3 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 6.6 75 -67 3.9 -2.3
SNPE Xtrackers S&P 500 ESG ETF 6.6 10 -2 4.9 -1.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.6 30 -22 4.3 -2.0
VUSE Vident U.S. Equity Strategy ETF 6.6 50 -42 4.5 -1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.6 15 -7 8.8 +2.5
QWLD SPDR MSCI World StrategicFactors ETF 6.5 30 -22 5.9 -0.4
DSPY Tema S&P 500 Historical Weight ETF 6.5 18 -10 5.0 -1.2
VLU SPDR S&P 1500 Value Tilt ETF 6.5 12 -4 7.3 +1.1
FNDB Schwab Fundamental US Broad Market Index ETF 6.5 25 -17 7.1 +0.8
AIEQ AI Powered Equity ETF 6.5 75 -67 3.6 -2.6
DIV Global X SuperDividend US ETF 6.5 45 -37 12.2 +5.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 6.5 56 -48 6.1 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.4 30 -22 8.5 +2.3
SGLC SGI U.S. Large Cap Core ETF 6.4 85 -77 3.9 -2.3
AGQI First Trust Active Global Quality Income ETF 6.3 85 -77 4.8 -1.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.3 9 -1 6.1 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 6.3 7 1 5.0 -1.3
HDUS Hartford Disciplined US Equity ETF 6.2 19 -11 5.6 -0.6
SFYF SoFi Social 50 ETF 6.2 29 -21 0.4 -5.9
TPHD Timothy Plan High Dividend Stock ETF 6.2 52 -44 7.2 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.1 54 -46 7.1 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 6.1 9 -1 4.8 -1.5
NUMV Nuveen ESG Mid-Cap Value ETF 6.1 31 -23 6.9 +0.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.1 58 -50 4.1 -2.2
LRGF iShares U.S. Equity Factor ETF 6.1 8 0 5.3 -1.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.1 35 -27 4.1 -2.2
SPDV AAM S&P 500 High Dividend Value ETF 6.0 29 -21 10.5 +4.3
EPS WisdomTree U.S. LargeCap Fund 6.0 8 0 5.6 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.0 20 -12 4.9 -1.3
FTGS First Trust Growth Strength ETF 6.0 60 -52 5.0 -1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 6.0 75 -67 5.3 -0.9
INCE Franklin Income Equity Focus ETF 6.0 29 -21 5.6 -0.7
PWV Invesco Large Cap Value ETF 5.9 55 -47 7.0 +0.7
PRF Invesco FTSE RAFI US 1000 ETF 5.9 39 -31 6.6 +0.4
SPMO Invesco S&P 500 Momentum ETF 5.9 13 -5 3.5 -2.8
FQAL Fidelity Quality Factor ETF 5.8 15 -7 5.7 -0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 5.8 7 1 4.7 -1.6
FLRG Fidelity U.S. Multifactor ETF 5.8 15 -7 6.9 +0.7
EUSA iShares MSCI USA Equal Weighted ETF 5.8 9 -1 6.1 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 -28 4.7 -1.5
CCMG CCM Global Equity ETF 5.7 34 -26 8.3 +2.1
VFMF Vanguard U.S. Multifactor ETF 5.7 18 -10 7.9 +1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 5.7 9 -1 4.5 -1.7
VOTE TCW Transform 500 ETF 5.7 5 3 4.8 -1.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 5.7 75 -67 2.7 -3.6
BKLC BNY Mellon US Large Cap Core Equity ETF 5.7 0 8 4.8 -1.5
GINX SGI Enhanced Global Income ETF 5.7 98 -90 7.1 +0.8
LOWV AB US Low Volatility Equity ETF 5.7 48 -40 5.1 -1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 5.7 2 6 4.8 -1.5
BGDV Bahl & Gaynor Dividend ETF 5.6 45 -37 4.7 -1.5
VO Vanguard Mid-Cap ETF 5.6 4 4 5.7 -0.5
SMOT VanEck Morningstar SMID Moat ETF 5.6 49 -41 6.6 +0.3
CGDV Capital Group Dividend Value ETF 5.6 33 -25 4.5 -1.8
VSLU Applied Finance Valuation Large Cap ETF 5.6 49 -41 5.5 -0.8
SIZE iShares MSCI USA Size Factor ETF 5.6 15 -7 6.1 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 5.6 15 -7 4.8 -1.5
FELV Fidelity Enhanced Large Cap Value ETF 5.6 18 -10 6.6 +0.4
FBCV Fidelity Blue Chip Value ETF 5.6 59 -51 7.3 +1.1
OALC OneAscent Large Cap Core ETF 5.6 86 -78 4.0 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 5.5 12 -4 4.4 -1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.5 14 -6 4.7 -1.5
FDLO Fidelity Low Volatility Factor ETF 5.5 15 -7 5.4 -0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 5.5 80 -72 4.4 -1.9
OEF iShares S&P 100 ETF 5.5 20 -12 4.4 -1.9
JHML John Hancock Multifactor Large Cap ETF 5.5 29 -21 5.2 -1.0
NULC Nuveen ESG Large-Cap ETF 5.5 21 -13 4.6 -1.7
HLGE Hartford Longevity Economy ETF 5.4 44 -36 -0.4 -6.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.4 11 -3 4.8 -1.5
RECS Columbia Research Enhanced Core ETF 5.4 15 -7 5.6 -0.7
TMFC Motley Fool 100 Index ETF 5.4 50 -42 3.4 -2.9
XLG Invesco S&P 500 Top 50 ETF 5.4 20 -12 4.0 -2.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.4 10 -2 4.8 -1.4
LRGC AB US Large Cap Strategic Equities ETF 5.4 48 -40 4.3 -1.9
QVML Invesco S&P 500 QVM Multi-factor ETF 5.3 11 -3 5.0 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 5.3 9 -1 4.7 -1.6
TIME Clockwise Core Equity & Innovation ETF 5.3 95 -87 2.8 -3.4
GSPY Gotham Enhanced 500 ETF 5.3 50 -42 5.1 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 5.3 15 -7 6.8 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 -12 6.7 +0.5
SXQG ETC 6 Meridian Quality Growth ETF 5.2 100 -92 4.7 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 5.2 12 -4 5.9 -0.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.2 40 -32 5.4 -0.8
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.2 5 3 8.0 +1.8
DGT SPDR Global Dow ETF 5.2 50 -42 6.7 +0.5
GCOW Pacer Global Cash Cows Dividend ETF 5.2 60 -52 10.9 +4.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.2 24 -16 8.2 +1.9
YOKE Yoke Core ETF 5.2 42 -34 4.4 -1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.2 12 -4 5.9 -0.4
JAVA JPMorgan Active Value ETF 5.2 44 -36 6.3 +0.1
FDMO Fidelity Momentum Factor ETF 5.1 15 -7 3.6 -2.7
RVRB Reverb ETF 5.1 30 -22 4.4 -1.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.1 19 -11 5.3 -1.0
BLCV iShares Large Cap Value Active ETF 5.1 53 -45 7.3 +1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 5.1 20 -12 4.6 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 5.1 29 -21 4.5 -1.7
QUAL iShares MSCI USA Quality Factor ETF 5.1 15 -7 5.4 -0.9
ROE Astoria US Quality Kings ETF 5.1 49 -41 6.5 +0.2
FVAL Fidelity Value Factor ETF 5.1 15 -7 6.7 +0.5
IMCB iShares Morningstar Mid-Cap ETF 5.0 4 4 6.1 -0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.0 60 -52 9.5 +3.2
QTOP iShares Nasdaq Top 30 Stocks ETF 5.0 20 -12 3.9 -2.3
QLC FlexShares US Quality Large Cap Index Fund 5.0 25 -17 5.2 -1.1
IVV iShares Core S&P 500 ETF 5.0 3 5 4.8 -1.4
SPY SPDR S&P 500 ETF Trust 5.0 9 -1 4.8 -1.5
SPLG SPDR Portfolio S&P 500 ETF 5.0 2 6 4.8 -1.4
VOO Vanguard S&P 500 ETF 5.0 3 5 4.9 -1.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.0 20 -12 4.2 -2.1
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -77 1.9 -4.3
AVSU Avantis Responsible U.S. Equity ETF 5.0 15 -7 5.9 -0.4
ASLV Allspring Special Large Value ETF 4.9 35 -27 6.4 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 4.9 42 -34 5.2 -1.0
GRNY Fundstrat Granny Shots US Large Cap ETF 4.9 75 -67 2.4 -3.9
ADME Aptus Drawdown Managed Equity ETF 4.9 79 -71 4.0 -2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.9 9 -1 4.7 -1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 4.9 18 -10 4.5 -1.8
IWL iShares Russell Top 200 ETF 4.9 15 -7 4.5 -1.8
VV Vanguard Large-Cap ETF 4.9 4 4 4.7 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 4.9 59 -51 5.8 -0.5
SUSA iShares MSCI USA ESG Select ETF 4.9 25 -17 4.6 -1.6
STRV Strive 500 ETF 4.8 5 3 4.7 -1.6
SHE SPDR MSCI USA Gender Diversity ETF 4.8 20 -12 4.9 -1.4
ILCB iShares Morningstar U.S. Equity ETF 4.8 3 5 4.7 -1.6
KRMA Global X Conscious Companies ETF 4.8 43 -35 5.7 -0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.8 60 -52 3.9 -2.3
IOO iShares Global 100 ETF 4.7 41 -33 4.6 -1.7
MGC Vanguard Mega Cap ETF 4.7 7 1 4.5 -1.7
PBUS Invesco MSCI USA ETF 4.7 4 4 4.7 -1.5
GQQQ Astoria US Quality Growth Kings ETF 4.7 35 -27 4.5 -1.8
AFLG First Trust Active Factor Large Cap ETF 4.7 55 -47 6.2 -0.1
ESGU iShares ESG Aware MSCI USA ETF 4.6 15 -7 4.6 -1.7
SCHX Schwab U.S. Large-Cap ETF 4.6 3 5 4.9 -1.4
AVUQ Avantis U.S. Quality ETF 4.6 15 -7 4.3 -2.0
VONE Vanguard Russell 1000 ETF 4.6 7 1 4.8 -1.5
IWB iShares Russell 1000 ETF 4.6 15 -7 4.7 -1.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.6 3 5 5.0 -1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.6 50 -42 8.2 +1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.6 8 0 4.9 -1.4
IYY iShares Dow Jones U.S. ETF 4.6 20 -12 4.7 -1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.6 10 -2 5.0 -1.2
AVMV Avantis U.S. Mid Cap Value ETF 4.6 20 -12 8.8 +2.6
AVMC Avantis U.S. Mid Cap Equity ETF 4.6 18 -10 6.9 +0.7
TOPT iShares Top 20 U.S. Stocks ETF 4.6 20 -12 3.8 -2.5
DFUS Dimensional U.S. Equity ETF 4.6 9 -1 4.7 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 4.5 67 -59 10.0 +3.7
IWS iShares Russell Mid-Cap Value ETF 4.5 23 -15 6.7 +0.5
DSI iShares MSCI KLD 400 Social ETF 4.5 25 -17 4.7 -1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.5 12 -4 4.4 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 4.5 13 -5 10.0 +3.8
SCHK Schwab 1000 Index ETF 4.5 5 3 4.9 -1.4
DFAU Dimensional US Core Equity Market ETF 4.5 12 -4 4.9 -1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.5 12 -4 4.4 -1.8
LCF Touchstone US Large Cap Focused ETF 4.5 69 -61 4.1 -2.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.5 49 -41 3.6 -2.6
DCOR Dimensional US Core Equity 1 ETF 4.5 14 -6 5.3 -1.0
SUSL iShares ESG MSCI USA Leaders ETF 4.5 10 -2 4.8 -1.4
ABFL Abacus FCF Leaders ETF 4.5 59 -51 5.4 -0.9
BUYZ Franklin Disruptive Commerce ETF 4.5 50 -42 2.3 -4.0
FFOG Franklin Focused Growth ETF 4.4 61 -53 2.4 -3.9
IWV iShares Russell 3000 ETF 4.4 20 -12 4.6 -1.6
VTHR Vanguard Russell 3000 ETF 4.4 7 1 4.8 -1.5
VTI Vanguard Total Stock Market ETF 4.4 3 5 4.8 -1.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.4 25 -17 5.3 -1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.4 3 5 4.8 -1.5
DIA SPDR Dow Jones Industrial Average ETF Trust 4.4 16 -8 5.4 -0.9
SCHB Schwab U.S. Broad Market ETF 4.4 3 5 4.9 -1.4
KONG Formidable Fortress ETF 4.3 89 -81 6.1 -0.1
QQQ Invesco QQQ Trust Series I 4.3 20 -12 3.9 -2.3
QQQM Invesco NASDAQ 100 ETF 4.3 15 -7 4.0 -2.3
DXUV Dimensional US Vector Equity ETF 4.3 28 -20 6.1 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 4.3 9 -1 5.1 -1.2
PAWZ ProShares Pet Care ETF 4.3 50 -42 3.9 -2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.3 25 -17 5.5 -0.7
DFAC Dimensional U.S. Core Equity 2 ETF 4.3 17 -9 5.4 -0.8
GK AdvisorShares Gerber Kawasaki ETF 4.2 75 -67 2.4 -3.8
KLMN Invesco MSCI North America Climate ETF 4.2 9 -1 4.9 -1.4
CGDG Capital Group Dividend Growers ETF 4.2 47 -39 6.2 -0.1
PKW Invesco Buyback Achievers ETF 4.2 62 -54 7.1 +0.9
AVUS Avantis U.S. Equity ETF 4.2 15 -7 5.6 -0.6
VLUE iShares MSCI USA Value Factor ETF 4.1 15 -7 8.9 +2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 4.1 15 -7 4.5 -1.8
DIVY Sound Equity Dividend Income ETF 4.1 45 -37 9.7 +3.5
APUE ActivePassive U.S. Equity ETF 4.0 45 -37 4.5 -1.8
JPEF JPMorgan Equity Focus ETF 4.0 50 -42 4.2 -2.0
BKWO BNY Mellon Women's Opportunities ETF 4.0 50 -42 3.7 -2.6
LYLD Cambria Large Cap Shareholder Yield ETF 4.0 59 -51 9.6 +3.4
RCGE RockCreek Global Equality ETF 4.0 95 -87 6.7 +0.4
MBCC Monarch Blue Chips Core ETF 3.9 125 -117 4.2 -2.0
CZAR Themes Natural Monopoly ETF 3.9 35 -27 5.7 -0.6
XVV iShares ESG Screened S&P 500 ETF 3.8 8 0 4.7 -1.6
MAVF Matrix Advisors Value ETF 3.8 75 -67 5.5 -0.7
BEEZ Honeytree U.S. Equity ETF 3.8 64 -56 3.8 -2.5
SPVM Invesco S&P 500 Value with Momentum ETF 3.8 39 -31 7.6 +1.3
ESGV Vanguard ESG U.S. Stock ETF 3.8 9 -1 4.6 -1.7
TOK iShares MSCI Kokusai ETF 3.7 26 -18 4.9 -1.4
DFSU Dimensional US Sustainability Core 1 ETF 3.7 18 -10 5.3 -1.0
DIVL Madison Dividend Value ETF 3.7 65 -57 6.0 -0.3
USMF WisdomTree U.S. Multifactor Fund 3.7 28 -20 7.2 +0.9
VFVA Vanguard U.S. Value Factor ETF 3.7 13 -5 10.9 +4.6
FELC Fidelity Enhanced Large Cap Core ETF 3.7 18 -10 5.1 -1.2
JVAL JPMorgan U.S. Value Factor ETF 3.6 12 -4 7.9 +1.7
GLOF iShares Global Equity Factor ETF 3.6 20 -12 6.3 +0.1
IWR iShares Russell Midcap ETF 3.6 19 -11 5.8 -0.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 3.6 61 -53 7.5 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 -42 5.4 -0.9
URTH iShares MSCI World ETF 3.5 24 -16 5.0 -1.3
WLDR Affinity World Leaders Equity ETF 3.5 67 -59 7.4 +1.1
YLDE ClearBridge Dividend Strategy ESG ETF 3.5 60 -52 5.7 -0.5
TMFG Motley Fool Global Opportunities ETF 3.5 85 -77 4.0 -2.3
ZIG Acquirers Fund 3.5 84 -76 19.3 +13.1
KROP Global X AgTech & Food Innovation ETF 3.5 50 -42 1.9 -4.3
DFLV Dimensional US Large Cap Value ETF 3.4 22 -14 7.7 +1.5
USCF Themes US Cash Flow Champions ETF 3.4 29 -21 8.9 +2.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.4 15 -7 4.1 -2.2
STXG Strive 1000 Growth ETF 3.4 18 -10 3.8 -2.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -44 5.6 -0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.4 58 -50 5.5 -0.8
THRO iShares U.S. Thematic Rotation Active ETF 3.4 90 -82 4.0 -2.3
ONEO SPDR Russell 1000 Momentum Focus ETF 3.4 20 -12 7.0 +0.8
FFLC Fidelity Fundamental Large Cap Core ETF 3.4 38 -30 4.5 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.3 9 -1 5.5 -0.8
SFY SoFi Select 500 ETF 3.3 0 8 4.3 -2.0
NACP Impact Shares NAACP Minority Empowerment ETF 3.3 49 -41 4.5 -1.7
QQMG Invesco ESG NASDAQ 100 ETF 3.3 20 -12 4.0 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.3 20 -12 5.5 -0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.2 45 -37 4.3 -2.0
PSET Principal Quality ETF 3.2 15 -7 5.3 -0.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.2 49 -41 3.7 -2.6
AESR Anfield U.S. Equity Sector Rotation ETF 3.2 108 -100 3.0 -3.3
RFFC ALPS Active Equity Opportunity ETF 3.1 48 -40 4.3 -2.0
ACWI iShares MSCI ACWI ETF 3.1 32 -24 5.4 -0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 3.1 49 -41 5.7 -0.6
IVW iShares S&P 500 Growth ETF 3.1 18 -10 3.9 -2.4
VOOG Vanguard S&P 500 Growth ETF 3.1 7 1 4.0 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 3.1 4 4 4.0 -2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.1 15 -7 4.6 -1.7
UDI USCF Dividend Income Fund 3.1 65 -57 8.2 +2.0
FEGE First Eagle Global Equity ETF 3.1 79 -71 6.7 +0.5
BEEX BeeHive ETF 3.0 84 -76 4.2 -2.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.0 60 -52 5.0 -1.3
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.0 46 -38 9.7 +3.5
MOO VanEck Agribusiness ETF 3.0 53 -45 10.6 +4.3
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -72 4.6 -1.7
IUSG iShares Core S&P U.S. Growth ETF 3.0 4 4 4.1 -2.2
USRD Themes US R&D Champions ETF 3.0 29 -21 4.4 -1.9
KLMT Invesco MSCI Global Climate 500 ETF 2.9 10 -2 5.6 -0.7
ONEQ Fidelity Nasdaq Composite Index ETF 2.9 21 -13 3.6 -2.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.9 49 -41 4.4 -1.9
ITAN Sparkline Intangible Value ETF 2.9 50 -42 6.3 +0.1
CHGX AXS Change Finance ESG ETF 2.9 49 -41 4.7 -1.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -44 7.6 +1.4
GLBL Pacer MSCI World Industry Advantage ETF 2.9 65 -57 4.0 -2.3
QGRO American Century U.S. Quality Growth ETF 2.9 29 -21 3.5 -2.7
NULG Nuveen ESG Large-Cap Growth ETF 2.9 26 -18 3.3 -2.9
JGRW Jensen Quality Growth ETF 2.8 57 -49 4.6 -1.7
LGCF Themes US Cash Flow Champions ETF 2.8 30 -22 8.3 +2.1
VT Vanguard Total World Stock ETF 2.8 6 2 5.7 -0.6
HAPY Harbor Human Capital Factor Unconstrained ETF 2.8 50 -42 5.7 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 2.8 13 -5 2.8 -3.5
HLAL Wahed FTSE USA Shariah ETF 2.7 50 -42 4.5 -1.8
DON WisdomTree U.S. MidCap Dividend Fund 2.7 38 -30 9.1 +2.8
TTAC FCF US Quality ETF 2.7 59 -51 6.5 +0.2
IWY iShares Russell Top 200 Growth ETF 2.7 20 -12 4.4 -1.8
TMFX Motley Fool Next Index ETF 2.7 50 -42 2.6 -3.7
ECML Euclidean Fundamental Value ETF 2.7 95 -87 11.5 +5.2
DFUV Dimensional US Marketwide Value ETF 2.6 22 -14 7.5 +1.2
TXS Texas Capital Texas Equity Index ETF 2.6 49 -41 5.5 -0.7
VEGI iShares MSCI Agriculture Producers ETF 2.6 39 -31 8.9 +2.6
SAGP Strategas Global Policy Opportunities ETF 2.6 65 -57 5.4 -0.9
FFND Future Fund Active ETF 2.6 100 -92 4.2 -2.1
JOET Virtus Terranova US Quality Momentum ETF 2.6 29 -21 4.7 -1.6
EBI Longview Advantage ETF 2.6 35 -27 6.5 +0.2
HAP VanEck Natural Resources ETF 2.5 50 -42 9.1 +2.8
ILCG iShares Morningstar Growth ETF 2.5 4 4 3.6 -2.7
EATZ AdvisorShares Restaurant ETF 2.5 101 -93 7.8 +1.6
PEJ Invesco Leisure and Entertainment ETF 2.5 58 -50 3.7 -2.6
SPGP Invesco S&P 500 GARP ETF 2.5 34 -26 6.5 +0.3
FSST Fidelity Sustainable U.S. Equity ETF 2.5 59 -51 4.2 -2.0
SWP SWP Growth & Income ETF 2.5 99 -91 4.0 -2.2
MILN Global X Millennial Consumer ETF 2.5 50 -42 3.8 -2.5
CCNR ALPS CoreCommodity Natural Resources ETF 2.4 39 -31 10.0 +3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.4 65 -57 3.4 -2.8
CAML Congress Large Cap Growth ETF 2.4 66 -58 3.4 -2.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.4 49 -41 4.7 -1.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.4 65 -57 3.6 -2.7
IWF iShares Russell 1000 Growth ETF 2.4 19 -11 4.3 -2.0
VONG Vanguard Russell 1000 Growth ETF 2.4 7 1 4.4 -1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 2 4.0 -2.3
LRGE ClearBridge Large Cap Growth ESG ETF 2.4 59 -51 3.9 -2.4
FLDZ RiverNorth Patriot ETF 2.3 75 -67 6.2 -0.1
AVLV Avantis U.S. Large Cap Value ETF 2.3 15 -7 7.8 +1.5
CGGO Capital Group Global Growth Equity ETF 2.2 47 -39 4.5 -1.8
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -52 6.7 +0.5
JHMM John Hancock Multifactor Mid Cap ETF 2.1 42 -34 6.4 +0.1
PTL Inspire 500 ETF 2.1 9 -1 5.1 -1.2
WDNA WisdomTree BioRevolution Fund 2.1 45 -37 -1.2 -7.5
JGRO JPMorgan Active Growth ETF 2.0 44 -36 3.3 -2.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 -51 2.7 -3.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -44 6.2 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -62 11.2 +5.0
ABLD Abacus FCF Real Assets Leaders ETF 2.0 69 -61 6.9 +0.6
FSCS First Trust SMID Capital Strength ETF 2.0 60 -52 7.3 +1.1
NANR SPDR S&P North American Natural Resources ETF 1.9 35 -27 7.6 +1.4
IPO Renaissance IPO ETF 1.9 60 -52 3.6 -2.7
ABEQ Absolute Select Value ETF 1.8 85 -77 4.8 -1.5
OPTZ Optimize Strategy Index ETF 1.8 50 -42 4.5 -1.7
WDIV SPDR S&P Global Dividend ETF 1.8 40 -32 9.2 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 1.8 75 -67 5.3 -1.0
EZM WisdomTree U.S. MidCap Fund 1.8 38 -30 9.2 +2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -71 4.4 -1.9
BLES Inspire Global Hope ETF 1.8 61 -53 6.7 +0.4
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 -20 9.4 +3.1
CGUS Capital Group Core Equity ETF 1.7 33 -25 4.3 -2.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.6 20 -12 4.5 -1.7
PRAY FIS Christian Stock Fund 1.6 69 -61 5.2 -1.1
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -64 6.5 +0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -52 6.8 +0.6
TOGA Tremblant Global ETF 1.6 69 -61 1.9 -4.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -57 7.6 +1.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 4 3.9 -2.4
VBR Vanguard Small Cap Value ETF 1.5 7 1 9.2 +2.9
XLSR SPDR SSGA U.S. Sector Rotation ETF 1.5 70 -62 4.7 -1.6
ARB AltShares Merger Arbitrage ETF 1.5 77 -69 4.2 -2.1
GVIP Goldman Sachs Hedge Industry VIP ETF 1.5 45 -37 3.1 -3.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.5 48 -40 8.4 +2.2
VUG Vanguard Growth ETF 1.5 4 4 3.9 -2.3
GNR SPDR S&P Global Natural Resources ETF 1.5 40 -32 10.8 +4.5
FDWM Fidelity Women's Leadership ETF 1.5 59 -51 4.7 -1.5
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 4 6.6 +0.3
MID American Century Mid Cap Growth Impact ETF 1.4 45 -37 3.2 -3.1
TOLL Tema Durable Quality ETF 1.4 75 -67 5.1 -1.2
SRHQ SRH U.S. Quality ETF 1.4 35 -27 7.6 +1.3
NIXT Research Affiliates Deletions ETF 1.4 9 -1 8.5 +2.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.4 15 -7 4.6 -1.7
FELG Fidelity Enhanced Large Cap Growth ETF 1.4 18 -10 4.6 -1.7
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 -2 4.5 -1.7
FDG American Century Focused Dynamic Growth ETF 1.3 45 -37 1.9 -4.4
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 -28 3.6 -2.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -52 7.3 +1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.3 75 -67 7.3 +1.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.3 39 -31 3.7 -2.6
SYLD Cambria Shareholder Yield ETF 1.3 59 -51 11.9 +5.7
WTV WisdomTree US Value Fund of Benef Interest 1.3 12 -4 8.9 +2.6
LQPE PEO AlphaQuest Thematic PE ETF 1.2 125 -117 5.3 -1.0
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 -15 5.8 -0.5
STXM Strive Mid-Cap ETF 1.2 18 -10 6.1 -0.2
MGK Vanguard Mega Cap Growth ETF 1.2 7 1 4.0 -2.3
GURU Global X Guru Index ETF 1.2 75 -67 2.9 -3.4
ANEW ProShares MSCI Transformational Changes ETF 1.1 45 -37 6.1 -0.2
ISHP First Trust Nasdaq Retail ETF 1.1 60 -52 5.5 -0.8
WCEO Hypatia Women CEO ETF 1.1 85 -77 3.8 -2.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.1 56 -48 10.7 +4.5
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -81 4.8 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 4 6.1 -0.1
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -72 11.7 +5.5
BUZZ VanEck Social Sentiment ETF 1.1 75 -67 -0.4 -6.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 -7 6.0 -0.3
IBUY Amplify Online Retail ETF 1.0 65 -57 0.9 -5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -56 2.1 -4.1
PEXL Pacer US Export Leaders ETF 1.0 60 -52 4.3 -1.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 1.0 61 -53 1.2 -5.1
DUSA Davis Select U.S. Equity ETF 1.0 61 -53 7.3 +1.1
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -91 3.8 -2.5
INRO iShares U.S. Industry Rotation Active ETF 1.0 42 -34 4.2 -2.1
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -68 5.0 -1.2
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -98 12.7 +6.5
AGRW Allspring LT Large Growth ETF 0.9 35 -27 3.5 -2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 -10 3.8 -2.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.9 55 -47 10.1 +3.9
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 -42 6.7 +0.5
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -51 2.8 -3.5
VB Vanguard Small-Cap ETF 0.9 5 3 6.1 -0.2
FEOE First Eagle Overseas Equity ETF 0.9 79 -71 7.6 +1.4
DWLD Davis Select Worldwide ETF 0.9 63 -55 7.1 +0.8
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -52 4.0 -2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.9 20 -12 6.3 +0.1
DFSV Dimensional US Small Cap Value ETF 0.9 31 -23 10.1 +3.9
GGRW Gabelli Growth Innovators ETF 0.8 90 -82 2.3 -4.0
HART IQ Healthy Hearts ETF 0.8 45 -37 6.8 +0.5
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 -15 3.5 -2.8
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -39 5.2 -1.1
BFOR ALPS Barron's 400 ETF 0.8 65 -57 6.0 -0.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.8 55 -47 10.0 +3.8
SPHB Invesco S&P 500 High Beta ETF 0.8 25 -17 4.4 -1.9
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 2 9.2 +3.0
IVRA Invesco Real Assets ESG ETF 0.7 59 -51 6.3 +0.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.7 68 -60 2.3 -3.9
CGGR Capital Group Growth ETF 0.7 39 -31 3.1 -3.2
JGLO JPMorgan Global Select Equity ETF 0.7 33 -25 4.9 -1.4
DFAS Dimensional U.S. Small Cap ETF 0.6 26 -18 6.4 +0.1
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -44 3.5 -2.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 -9 5.6 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 -2 4.2 -2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 -4 5.0 -1.3
ACTV LeaderShares Activist Leaders ETF 0.6 75 -67 5.6 -0.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 -2 4.2 -2.1
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 -7 7.1 +0.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -51 10.7 +4.5
VOT Vanguard Mid-Cap Growth ETF 0.6 7 1 3.6 -2.7
BRIF FIS Bright Portfolios Focused Equity ETF 0.6 65 -57 4.7 -1.5
RNIN Bushido Capital US SMID Cap Equity ETF 0.6 70 -62 10.4 +4.1
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 -20 4.1 -2.2
COWS Amplify Cash Flow Dividend Leaders ETF 0.5 0 8 12.0 +5.7
SFYX SoFi Next 500 ETF 0.5 0 8 5.7 -0.6
FPX First Trust US Equity Opportunities ETF 0.5 61 -53 0.9 -5.4
BIBL Inspire 100 ETF 0.5 35 -27 5.0 -1.3
LGRO Level Four Large Cap Growth Active ETF 0.5 55 -47 3.6 -2.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 -17 7.8 +1.5
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -57 8.4 +2.2
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 -27 3.3 -3.0
ISCB iShares Morningstar Small-Cap ETF 0.4 4 4 6.1 -0.2
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 -6 5.2 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 -22 6.6 +0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.2 20 -12 2.3 -4.0
WRND IQ Global Equity R&D Leaders ETF 0.2 18 -10 7.8 +1.6
VBK Vanguard Small-Cap Growth ETF 0.2 7 1 1.9 -4.4
SMMD iShares Russell 2500 ETF 0.1 15 -7 6.1 -0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 -7 5.8 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 2 2.8 -3.4
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 -10 3.7 -2.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.0 43 -35 6.0 -0.2

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:		 Consumer Staples 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 23.1 %
Divided by: Fwd. P/BV 3.6 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 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.