Real Estate Select Sector SPDR Fund
ALTAR
Score™		 7.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.7x P/Sales
ratio		 5.9x
P/BV
ratio		 2.6x Div.
yield		 3.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Real Estate sector. Component industries Real Estate Investment Trusts, excluding 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 Oct 07, 2015
Assets (mns) $7,390
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 31
Wgt avg mkt cap (mns) $58,785
Large cap (>$10bn) 99.3%
Mid cap ($2-10bn) 0.7%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WELLTOWER, INC. 10.0 %
PROLOGIS INC 9.3 %
AMERICAN TOWER CORP-CL A 6.4 %
EQUINIX INC 5.9 %
SIMON PROPERTY GROUP INC 4.7 %
CBRE GROUP, INC. CLASS A 4.6 %
REALTY INCOME CORP 4.4 %
DIGITAL REALTY TRUST INC 4.3 %
PUBLIC STORAGE 4.3 %
CROWN CASTLE INTL CORP 4.2 %
Total 58.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.6% 2.6% 5.5% 6.2% 6.5%

Market Correlations
versus... Beta R-squared
S&P500 0.53 37%
MSCI EAFE 0.70 46%
MSCI Emg. Mkts. 0.49 26%

Technical Indicators
Recent close $40.38
30d moving avg. $40.41
Annualized volatility 17.9%
Short interest (ETF) 4.7%
Short interest (Underlying) 2.1%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 7,189
Turnover 3.9%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,145

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 441 potential alternatives to the Real Estate Select Sector SPDR Fund ETF based on the alternatives' overlap in portfolio holdings with XLRE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLRE Expense: 8 bp ALTAR Score™: 7.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLRE
Ticker Fund
Name		 Overlap1
vs XLRE
(%)		 Expense
ratio
(bp)		 Savings
vs XLRE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLRE
(%)
SCHH Schwab U.S. REIT ETF 73.3 7 1 7.9 +0.4
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 73.1 40 -32 7.9 +0.4
VNQ Vanguard Real Estate ETF 72.7 13 -5 7.2 -0.3
DFAR Dimensional US Real Estate ETF 72.1 19 -11 7.9 +0.4
FREL Fidelity MSCI Real Estate Index ETF 71.7 8 -0 7.4 -0.2
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 68.8 11 -3 7.7 +0.2
RWR State Street SPDR Dow Jones REIT ETF 68.3 25 -17 7.3 -0.2
FRI First Trust S&P REIT Index Fund 67.5 50 -42 7.3 -0.2
JPRE JPMorgan Realty Income ETF 63.9 50 -42 7.7 +0.2
FPRO Fidelity Real Estate Investment ETF 62.4 59 -51 6.2 -1.3
VGSR Vert Global Sustainable Real Estate ETF 55.8 47 -39 7.2 -0.3
DFGR Dimensional Global Real Estate ETF 54.3 22 -14 7.5 -0.0
PSR Invesco Active U.S. Real Estate Fund 53.6 35 -27 7.6 +0.1
AVRE Avantis Real Estate ETF 53.3 17 -9 7.0 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 50.7 50 -42 6.8 -0.8
BYRE Principal Real Estate Active Opportunities ETF 50.1 65 -57 6.5 -1.1
JRE Janus Henderson U.S. Real Estate ETF 45.7 65 -57 7.7 +0.2
IVRA Invesco Real Assets ESG ETF 41.6 59 -51 6.2 -1.3
RITA ETFB Green SRI REITs ETF 41.4 50 -42 5.6 -2.0
GQRE FlexShares Global Quality Real Estate Index Fund 40.9 45 -37 7.7 +0.2
PPTY US Diversified Real Estate ETF 39.6 53 -45 7.9 +0.4
REAI Intelligent Real Estate ETF 37.2 59 -51 14.7 +7.2
IRET iREIT - MarketVector Quality REIT Index ETF 33.2 60 -52 6.7 -0.8
SPRE SP Funds S&P Global REIT Sharia ETF 32.9 55 -47 5.7 -1.8
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 30.2 60 -52 5.4 -2.1
HAUS Residential REIT ETF 28.3 60 -52 3.9 -3.6
SRVR Pacer Data & Infrastructure Real Estate ETF 25.8 55 -47 4.3 -3.2
DTCR Global X Data Center & Digital Infrastructure ETF 23.1 50 -42 3.3 -4.2
IQRA IQ CBRE Real Assets ETF 21.8 65 -57 5.4 -2.1
NURE Nuveen Short-Term REIT ETF 21.6 35 -27 8.1 +0.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 20.6 7 1 10.3 +2.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 18.7 49 -41 5.9 -1.7
RDOG ALPS REIT Dividend Dogs ETF 17.5 35 -27 10.3 +2.8
HOMZ Hoya Capital Housing ETF 17.2 30 -22 9.0 +1.5
INDS Pacer Industrial Real Estate ETF 16.6 55 -47 6.5 -1.0
DESK VanEck Office and Commercial REIT ETF 16.6 50 -42 14.8 +7.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 15.7 30 -22 9.8 +2.2
BIBL Inspire 100 ETF 14.3 35 -27 4.5 -3.0
TXS Texas Capital Texas Equity Index ETF 12.8 49 -41 5.4 -2.2
ALTL Pacer Lunt Large Cap Alternator ETF 11.7 60 -52 4.3 -3.2
VRAI Virtus Real Asset Income ETF 10.8 55 -47 9.9 +2.4
DIVG Invesco S&P 500 High Dividend Growers ETF 10.5 39 -31 7.8 +0.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 9.8 10 -2 3.6 -3.9
SPLV Invesco S&P 500 Low Volatility ETF 9.7 25 -17 5.2 -2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.7 25 -17 5.2 -2.3
BLDG Cambria Global Real Estate ETF 8.5 60 -52 11.2 +3.7
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.1 60 -52 7.0 -0.5
MBCC Monarch Blue Chips Core ETF 8.0 125 -117 3.5 -4.0
NETL NETLease Corporate Real Estate ETF 7.7 60 -52 8.1 +0.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 7.5 46 -38 5.4 -2.1
TBG TBG Dividend Focus ETF 7.2 59 -51 7.3 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.1 70 -62 4.6 -2.9
MAGA Point Bridge America First ETF 7.1 72 -64 5.8 -1.7
PFI Invesco Dorsey Wright Financial Momentum ETF 7.1 60 -52 4.3 -3.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.1 60 -52 3.6 -3.9
NUMV Nuveen ESG Mid-Cap Value ETF 7.0 31 -23 6.2 -1.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 6.9 12 -4 5.5 -2.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.9 27 -19 6.8 -0.7
FCLD Fidelity Cloud Computing ETF 6.9 39 -31 2.9 -4.6
ABLD Abacus FCF Real Assets Leaders ETF 6.9 69 -61 6.5 -1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.9 20 -12 5.7 -1.8
ULVM VictoryShares US Value Momentum ETF 6.7 20 -12 6.6 -0.9
FDVV Fidelity High Dividend ETF 6.7 15 -7 7.0 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.7 60 -52 5.2 -2.3
VOE Vanguard Mid-Cap Value ETF 6.6 7 1 7.1 -0.4
CZA Invesco Zacks Mid-Cap ETF 6.6 72 -64 6.8 -0.7
SPDV AAM S&P 500 High Dividend Value ETF 6.5 29 -21 10.9 +3.3
NXTG First Trust Indxx NextG ETF 6.3 70 -62 4.5 -3.1
RSP Invesco S&P 500 Equal Weight ETF 6.0 20 -12 6.0 -1.5
TMFG Motley Fool Global Opportunities ETF 6.0 85 -77 3.6 -3.9
BWEB Bitwise Web3 ETF 5.9 85 -77 -0.1 -7.6
VO Vanguard Mid-Cap ETF 5.8 4 4 5.4 -2.1
AGNG Global X Aging Population ETF 5.7 50 -42 4.0 -3.5
MILN Global X Millennial Consumer ETF 5.6 50 -42 3.5 -4.0
FMET Fidelity Metaverse ETF 5.5 39 -31 4.2 -3.3
RJDI RJ Eagle GCM Dividend Select Income ETF 5.4 55 -47 4.9 -2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 -21 6.5 -1.0
NUDV Nuveen ESG Dividend ETF 5.2 26 -18 6.8 -0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.1 56 -48 5.9 -1.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 5.0 20 -12 9.4 +1.9
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -52 5.1 -2.4
RIET Hoya Capital High Dividend Yield ETF 4.9 50 -42 16.7 +9.1
DEW WisdomTree Global High Dividend Fund 4.9 58 -50 7.7 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 4.9 31 -23 2.3 -5.2
CVY Invesco Zacks Multi-Asset Income ETF 4.9 106 -98 10.6 +3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.8 15 -7 7.2 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 4.8 23 -15 5.3 -2.3
PTL Inspire 500 ETF 4.8 9 -1 4.8 -2.7
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.8 65 -57 4.4 -3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 -10 7.1 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.7 9 -1 5.5 -2.0
VOT Vanguard Mid-Cap Growth ETF 4.7 7 1 3.0 -4.5
FVD First Trust Value Line Dividend Index Fund 4.7 65 -57 5.8 -1.8
BLES Inspire Global Hope ETF 4.6 61 -53 6.2 -1.3
KNCT Invesco Next Gen Connectivity ETF 4.6 40 -32 4.0 -3.5
BEDZ AdvisorShares Hotel ETF 4.5 100 -92 6.1 -1.4
EQAL Invesco Russell 1000 Equal Weight ETF 4.4 20 -12 6.5 -1.0
FCPI Fidelity Stocks for Inflation ETF 4.4 15 -7 6.9 -0.6
ERTH Invesco MSCI Sustainable Future ETF 4.3 62 -54 3.1 -4.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.1 24 -16 7.5 -0.0
QUVU Hartford Quality Value ETF 4.1 46 -38 6.7 -0.8
ICAP InfraCap Equity Income Fund ETF 4.0 171 -163 3.9 -3.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.0 39 -31 10.9 +3.4
SIXG Defiance Connective Technologies ETF 3.9 30 -22 3.5 -4.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.9 80 -72 6.2 -1.3
UDI USCF Dividend Income Fund 3.8 65 -57 7.3 -0.2
FLDZ RiverNorth Patriot ETF 3.8 75 -67 5.8 -1.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.8 47 -39 5.7 -1.8
CLOU Global X Cloud Computing ETF 3.8 68 -60 2.5 -5.0
BEEZ Honeytree U.S. Equity ETF 3.8 64 -56 3.4 -4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 3.7 28 -20 5.4 -2.2
IGPT Invesco AI and Next Gen Software ETF 3.7 60 -52 3.4 -4.1
DTD WisdomTree U.S. Total Dividend Fund 3.7 28 -20 5.7 -1.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.6 15 -7 5.4 -2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 -27 5.8 -1.8
SWP SWP Growth & Income ETF 3.6 99 -91 3.7 -3.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 -29 5.3 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 4 6.0 -1.5
VEGN US Vegan Climate ETF 3.6 60 -52 3.8 -3.7
JHDV John Hancock U.S. High Dividend ETF 3.5 34 -26 6.1 -1.5
DON WisdomTree U.S. MidCap Dividend Fund 3.5 38 -30 8.4 +0.9
SDY State Street SPDR S&P Dividend ETF 3.5 35 -27 6.3 -1.2
BGIG Bahl & Gaynor Income Growth ETF 3.4 45 -37 4.7 -2.9
SSPY Syntax Stratified LargeCap ETF 3.4 30 -22 6.1 -1.4
QDF FlexShares Quality Dividend Index Fund 3.4 37 -29 5.5 -2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.3 12 -4 4.4 -3.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.3 4 4 5.7 -1.9
BJK VanEck Gaming ETF 3.3 65 -57 3.7 -3.9
VICE AdvisorShares Vice ETF 3.3 99 -91 6.0 -1.5
VONV Vanguard Russell 1000 Value ETF 3.2 7 1 5.9 -1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.2 12 -4 5.9 -1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.2 10 -2 4.5 -3.0
BDIV AAM Brentview Dividend Growth ETF 3.2 49 -41 3.8 -3.8
SRET Global X SuperDividend REIT ETF 3.2 59 -51 11.5 +3.9
TOGA Tremblant Global ETF 3.1 69 -61 1.3 -6.3
AKRE Akre Focus ETF 3.1 106 -98 3.2 -4.3
EBIZ Global X E-Commerce ETF 3.1 50 -42 3.4 -4.1
WCEO Hypatia Women CEO ETF 3.0 85 -77 3.0 -4.6
JHMM John Hancock Multifactor Mid Cap ETF 3.0 42 -34 5.6 -2.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 -11 4.9 -2.6
BEEX BeeHive ETF 2.8 84 -76 3.7 -3.8
FELV Fidelity Enhanced Large Cap Value ETF 2.8 18 -10 6.0 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 -1 4.9 -2.6
VOOV Vanguard S&P 500 Value ETF 2.8 7 1 5.6 -1.9
JEPI JPMorgan Equity Premium Income ETF 2.7 35 -27 5.0 -2.5
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 -31 6.8 -0.8
SMOT VanEck Morningstar SMID Moat ETF 2.7 49 -41 6.0 -1.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.7 9 -1 4.2 -3.3
KLMN Invesco MSCI North America Climate ETF 2.6 9 -1 4.4 -3.2
GLBL Pacer MSCI World Industry Advantage ETF 2.6 65 -57 3.5 -4.0
PY Principal Value ETF 2.6 15 -7 6.6 -1.0
KONG Formidable Fortress ETF 2.6 89 -81 5.1 -2.5
VTV Vanguard Value ETF 2.6 4 4 6.1 -1.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.5 35 -27 5.1 -2.4
SGLC SGI U.S. Large Cap Core ETF 2.5 85 -77 3.3 -4.2
REVS Columbia Research Enhanced Value ETF 2.5 19 -11 7.0 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 -27 4.6 -3.0
DEMZ Democratic Large Cap Core ETF 2.5 45 -37 3.9 -3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 -17 4.2 -3.3
JAVA JPMorgan Active Value ETF 2.5 44 -36 5.6 -1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.5 32 -24 4.4 -3.2
PRXV Praxis Impact Large Cap Value ETF 2.4 36 -28 6.0 -1.6
AIEQ AI Powered Equity ETF 2.4 75 -67 4.1 -3.5
DSPY Tema S&P 500 Historical Weight ETF 2.4 18 -10 4.5 -3.0
NULV Nuveen ESG Large-Cap Value ETF 2.4 26 -18 5.7 -1.8
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -77 2.3 -5.3
FDWM Fidelity Women's Leadership ETF 2.4 59 -51 4.2 -3.4
GURU Global X Guru Index ETF 2.3 75 -67 2.4 -5.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.3 20 -12 7.4 -0.1
AIPO Defiance AI & Power Infrastructure ETF 2.3 69 -61 1.0 -6.6
JPEF JPMorgan Equity Focus ETF 2.3 50 -42 3.9 -3.7
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 -9 6.2 -1.4
TMFM Motley Fool Mid-Cap Growth ETF 2.3 85 -77 2.6 -4.9
CGDG Capital Group Dividend Growers ETF 2.3 47 -39 5.4 -2.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.3 4 4 5.3 -2.2
POWA Invesco Bloomberg Pricing Power ETF 2.3 40 -32 5.1 -2.4
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 -21 6.2 -1.4
QLC FlexShares US Quality Large Cap Index Fund 2.3 25 -17 4.6 -3.0
DVND Touchstone Dividend Select ETF 2.3 67 -59 5.0 -2.5
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -47 5.5 -2.1
CAML Congress Large Cap Growth ETF 2.2 66 -58 2.5 -5.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 -7 4.2 -3.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 -6 4.2 -3.3
PCGG Polen Capital Global Growth ETF 2.2 85 -77 3.4 -4.1
NULC Nuveen ESG Large-Cap ETF 2.2 21 -13 4.5 -3.0
MDLV Morgan Dempsey Large Cap Value ETF 2.2 58 -50 6.6 -0.9
STXM Strive Mid-Cap ETF 2.1 18 -10 5.7 -1.9
SPGP Invesco S&P 500 GARP ETF 2.1 34 -26 5.8 -1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 -50 4.0 -3.5
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 4 6.2 -1.3
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.0 35 -27 6.2 -1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 1 4.5 -3.0
LOGO Alpha Brands Consumption Leaders ETF 2.0 69 -61 2.5 -5.0
USRD Themes US R&D Champions ETF 2.0 29 -21 4.0 -3.5
JHML John Hancock Multifactor Large Cap ETF 2.0 29 -21 4.7 -2.8
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 -2 4.3 -3.2
CHGX AXS Change Finance ESG ETF 2.0 49 -41 4.5 -3.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 -1 4.1 -3.5
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 -17 5.5 -2.0
FEGE First Eagle Global Equity ETF 2.0 79 -71 5.8 -1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.0 10 -2 4.2 -3.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.9 60 -52 4.6 -3.0
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 -1 4.1 -3.4
HGRO Hedgeye Quality Growth ETF 1.9 70 -62 3.0 -4.5
FQAL Fidelity Quality Factor ETF 1.9 15 -7 4.9 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 -1 4.1 -3.4
TCAI Tortoise AI Infrastructure ETF 1.9 65 -57 2.0 -5.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 -12 4.0 -3.5
PRF Invesco FTSE RAFI US 1000 ETF 1.9 39 -31 6.0 -1.5
CUT Invesco MSCI Global Timber ETF 1.9 61 -53 10.0 +2.5
FTRI First Trust Indxx Global Natural Resources Income ETF 1.9 70 -62 6.9 -0.6
YALL God Bless America ETF 1.9 65 -57 4.0 -3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 -12 4.4 -3.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -42 7.9 +0.4
PBUS Invesco MSCI USA ETF 1.9 4 4 4.2 -3.3
DIVL Madison Dividend Value ETF 1.9 65 -57 4.9 -2.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -67 4.9 -2.6
CHRI Global X S&P 500 Christian Values ETF 1.8 29 -21 4.0 -3.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 -21 4.0 -3.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 1.8 60 -52 4.5 -3.0
XDAT Franklin Exponential Data ETF 1.8 50 -42 1.9 -5.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 1 5.2 -2.4
SPY SPDR S&P 500 ETF 1.8 9 -1 4.2 -3.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 6 4.3 -3.2
STXD Strive 1000 Dividend Growth ETF 1.8 35 -27 4.3 -3.2
VOO Vanguard S&P 500 ETF 1.8 3 5 4.3 -3.2
KLMT Invesco MSCI Global Climate 500 ETF 1.8 10 -2 5.0 -2.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.8 36 -28 4.3 -3.3
SPXM Azoria 500 Meritocracy ETF 1.8 47 -39 3.9 -3.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.8 59 -51 1.6 -5.9
INCE Franklin Income Equity Focus ETF 1.8 29 -21 5.1 -2.4
STXV Strive 1000 Value ETF 1.8 18 -10 7.3 -0.2
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 -27 2.7 -4.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 -22 3.9 -3.7
VBR Vanguard Small Cap Value ETF 1.7 7 1 8.2 +0.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 -12 4.6 -2.9
SCHX Schwab U.S. Large-Cap ETF 1.7 3 5 4.3 -3.2
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -71 3.3 -4.2
FLV American Century Focused Large Cap Value ETF 1.7 42 -34 6.2 -1.3
VONE Vanguard Russell 1000 ETF 1.7 7 1 4.3 -3.2
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 -4 5.1 -2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -52 8.9 +1.4
RAUS RACWI US ETF 1.7 15 -7 4.2 -3.3
FDRR Fidelity Dividend ETF for Rising Rates 1.7 15 -7 6.1 -1.4
FTCS First Trust Capital Strength ETF 1.7 55 -47 5.1 -2.5
VV Vanguard Large-Cap ETF 1.7 4 4 4.2 -3.3
CGDV Capital Group Dividend Value ETF 1.7 33 -25 4.0 -3.5
FDMO Fidelity Momentum Factor ETF 1.7 15 -7 3.1 -4.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 -3 4.3 -3.3
SCHK Schwab 1000 Index ETF 1.7 5 3 4.3 -3.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 8 4.3 -3.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.7 2 6 4.3 -3.2
STXG Strive 1000 Growth ETF 1.7 18 -10 3.2 -4.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 5 4.4 -3.1
STRV Strive 500 ETF 1.7 5 3 4.2 -3.4
GXLC Global X U.S. 500 ETF 1.7 2 6 4.2 -3.3
APUE ActivePassive U.S. Equity ETF 1.6 45 -37 4.0 -3.6
VTI Vanguard Total Stock Market ETF 1.6 3 5 4.2 -3.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 1 4.2 -3.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 -12 5.9 -1.6
VTHR Vanguard Russell 3000 ETF 1.6 7 1 4.2 -3.3
SCHB Schwab U.S. Broad Market ETF 1.6 3 5 4.3 -3.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.6 12 -4 6.6 -0.9
VOTE TCW Transform 500 ETF 1.6 5 3 4.3 -3.3
KRMA Global X Conscious Companies ETF 1.6 43 -35 5.3 -2.3
FDLO Fidelity Low Volatility Factor ETF 1.6 15 -7 4.8 -2.7
FPX First Trust US Equity Opportunities ETF 1.6 61 -53 0.8 -6.7
FVAL Fidelity Value Factor ETF 1.6 15 -7 5.9 -1.6
ACVF American Conservative Values ETF 1.6 75 -67 3.7 -3.8
ISHP First Trust Nasdaq Retail ETF 1.6 60 -52 5.1 -2.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 -4 3.9 -3.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 -3 4.4 -3.1
GSPY Gotham Enhanced 500 ETF 1.6 50 -42 4.5 -3.0
CVAR Cultivar ETF 1.6 87 -79 7.0 -0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 -10 4.0 -3.5
YOKE Yoke Core ETF 1.6 42 -34 4.1 -3.4
SFY SoFi Select 500 ETF 1.5 0 8 3.8 -3.7
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 -10 4.5 -3.0
RVRB Reverb ETF 1.5 30 -22 4.0 -3.5
FMKT The Free Markets ETF 1.5 76 -68 4.0 -3.6
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 -21 4.3 -3.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.5 75 -67 2.3 -5.3
STOX Horizon Core Equity ETF 1.5 70 -62 3.6 -3.9
CGUS Capital Group Core Equity ETF 1.5 33 -25 3.8 -3.7
SFTY Horizon Managed Risk ETF 1.5 77 -69 3.5 -4.0
RECS Columbia Research Enhanced Core ETF 1.5 15 -7 5.1 -2.5
VB Vanguard Small-Cap ETF 1.5 5 3 5.5 -2.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.5 25 -17 6.5 -1.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 -30 3.9 -3.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -51 5.2 -2.4
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -42 4.7 -2.8
MBOX Freedom Day Dividend ETF 1.4 39 -31 6.9 -0.6
SPMO Invesco S&P 500 Momentum ETF 1.4 13 -5 3.4 -4.1
ETHO Etho Climate Leadership U.S. ETF 1.4 47 -39 4.9 -2.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -47 4.2 -3.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 -17 6.5 -1.0
DGT State Street SPDR Global Dow ETF 1.4 50 -42 6.1 -1.5
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 -22 4.1 -3.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 -17 4.8 -2.7
MGK Vanguard Mega Cap Growth ETF 1.3 7 1 3.3 -4.2
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 59 -51 8.0 +0.5
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -40 3.9 -3.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -67 3.3 -4.2
NIXT Research Affiliates Deletions ETF 1.3 9 -1 7.7 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 -1 4.6 -3.0
VFMV Vanguard U.S. Minimum Volatility ETF 1.3 13 -5 5.4 -2.2
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -40 3.7 -3.8
PFM Invesco Dividend Achievers ETF 1.3 53 -45 4.7 -2.8
VUG Vanguard Growth ETF 1.3 4 4 3.3 -4.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 3 7.3 -0.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -37 3.6 -3.9
FUNL CornerCap Fundametrics Large-Cap ETF 1.2 50 -42 6.5 -1.1
FLRG Fidelity U.S. Multifactor ETF 1.2 15 -7 6.1 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -51 3.6 -3.9
SFYX SoFi Next 500 ETF 1.2 0 8 5.2 -2.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -41 4.1 -3.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.2 60 -52 5.3 -2.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.2 15 -7 4.6 -2.9
TMFC Motley Fool 100 Index ETF 1.1 50 -42 2.9 -4.6
VBK Vanguard Small-Cap Growth ETF 1.1 7 1 1.5 -6.0
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 -18 2.7 -4.8
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 -40 1.8 -5.7
SFYF SoFi Social 50 ETF 1.1 29 -21 0.9 -6.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -41 8.3 +0.8
OPTZ Optimize Strategy Index ETF 1.1 50 -42 4.3 -3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -47 9.4 +1.9
HDUS Hartford Disciplined US Equity ETF 1.1 19 -11 5.0 -2.5
GEW Cambria Global EW ETF 1.1 29 -21 5.4 -2.1
VOOG Vanguard S&P 500 Growth ETF 1.1 7 1 3.3 -4.2
SNPV Xtrackers S&P 500 Value ESG ETF 1.1 15 -7 6.1 -1.4
DTEC ALPS Disruptive Technologies ETF 1.0 50 -42 3.4 -4.1
VT Vanguard Total World Stock ETF 1.0 6 2 5.2 -2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 1.0 42 -34 4.7 -2.8
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 -7 6.3 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -57 1.8 -5.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.0 35 -27 3.7 -3.8
ROE Astoria US Quality Kings ETF 1.0 49 -41 5.7 -1.9
NANR SPDR S&P North American Natural Resources ETF 1.0 35 -27 7.2 -0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.0 15 -7 3.6 -3.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -67 6.5 -1.0
RPV Invesco S&P 500 Pure Value ETF 1.0 35 -27 9.3 +1.8
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -42 3.9 -3.6
XITK State Street SPDR FactSet Innovative Technology ETF 1.0 45 -37 0.7 -6.8
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 -28 2.8 -4.7
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -62 9.7 +2.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.0 9 -1 4.6 -2.9
WLDR Affinity World Leaders Equity ETF 1.0 67 -59 6.6 -1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -44 5.6 -1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -59 9.0 +1.5
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 -4 7.1 -0.5
NUSC Nuveen ESG Small-Cap ETF 0.9 31 -23 4.7 -2.8
MGC Vanguard Mega Cap ETF 0.9 7 1 4.0 -3.6
RWL Invesco S&P 500 Revenue ETF 0.9 39 -31 6.1 -1.5
MGV Vanguard Mega Cap Value ETF 0.9 7 1 5.8 -1.7
GNR SPDR S&P Global Natural Resources ETF 0.9 40 -32 9.4 +1.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.9 15 -7 5.0 -2.5
PRAY FIS Christian Stock Fund 0.9 69 -61 4.5 -3.1
ROUS Hartford Multifactor US Equity ETF 0.9 19 -11 6.1 -1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 -21 3.9 -3.7
FFND Future Fund Active ETF 0.9 100 -92 3.2 -4.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -56 0.9 -6.6
TMDV ProShares Russell US Dividend Growers ETF 0.9 35 -27 6.5 -1.0
LOWV AB US Low Volatility Equity ETF 0.9 48 -40 4.6 -2.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 -4 3.4 -4.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 -35 5.3 -2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.8 25 -17 10.9 +3.4
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -67 4.4 -3.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -37 2.1 -5.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 -1 4.9 -2.6
PNQI Invesco NASDAQ Internet ETF 0.8 60 -52 3.0 -4.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.8 46 -38 8.6 +1.1
TMFX Motley Fool Next Index ETF 0.8 50 -42 2.7 -4.8
EZM WisdomTree U.S. MidCap Fund 0.8 38 -30 7.8 +0.3
EPS WisdomTree U.S. LargeCap Fund 0.8 8 0 5.0 -2.5
BUYZ Franklin Disruptive Commerce ETF 0.8 50 -42 2.0 -5.5
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -42 3.5 -4.0
SIXL ETC 6 Meridian Low Beta Equity ETF 0.7 80 -72 5.9 -1.7
JGLO JPMorgan Global Select Equity ETF 0.7 33 -25 4.4 -3.2
AUSF Global X Adaptive U.S. Factor ETF 0.7 27 -19 8.1 +0.6
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -41 4.8 -2.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 -10 6.1 -1.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -52 6.2 -1.4
TMAT Main Thematic Innovation ETF 0.6 164 -156 -1.5 -9.0
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -44 3.3 -4.2
OALC OneAscent Large Cap Core ETF 0.6 86 -78 3.4 -4.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 -21 5.7 -1.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 -11 5.5 -2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.6 30 -22 7.2 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.5 13 -5 9.1 +1.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 4 3.3 -4.2
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 -22 5.2 -2.3
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 -27 3.7 -3.8
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -57 7.2 -0.3
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 -54 1.5 -6.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -71 4.9 -2.7
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -51 2.2 -5.3
HAP VanEck Natural Resources ETF 0.4 50 -42 8.1 +0.6
IUS Invesco RAFI Strategic US ETF 0.4 19 -11 6.1 -1.4
FESM Fidelity Enhanced Small Cap ETF 0.4 28 -20 2.9 -4.6
RCGE RockCreek Global Equality ETF 0.4 95 -87 6.1 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 -4 3.6 -3.9
DAK Dakota Active Equity ETF 0.4 43 -35 3.8 -3.8
USMF WisdomTree U.S. Multifactor Fund 0.4 28 -20 6.5 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 -17 7.0 -0.5
DFLV Dimensional US Large Cap Value ETF 0.4 22 -14 6.7 -0.9
DFUV Dimensional US Marketwide Value ETF 0.4 22 -14 6.6 -1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 -13 3.1 -4.4
VONG Vanguard Russell 1000 Growth ETF 0.4 7 1 3.5 -4.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 4 3.1 -4.4
CFA VictoryShares US 500 Volatility Wtd ETF 0.3 35 -27 5.4 -2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.3 40 -32 5.3 -2.2
GQI Natixis Gateway Quality Income ETF 0.3 34 -26 4.2 -3.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -44 5.1 -2.5
JGRO JPMorgan Active Growth ETF 0.3 44 -36 2.9 -4.7
AVIE Avantis  Inflation Focused Equity ETF 0.3 25 -17 6.4 -1.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 -17 7.2 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -52 3.4 -4.1
CGGR Capital Group Growth ETF 0.3 39 -31 2.7 -4.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -50 5.0 -2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 -17 5.5 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.2 15 -7 3.5 -4.1
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 -12 3.4 -4.2
QQQ Invesco QQQ Trust Series I 0.2 20 -12 3.4 -4.1
QQQM Invesco NASDAQ 100 ETF 0.2 15 -7 3.4 -4.1
DFVX Dimensional US Large Cap Vector ETF 0.2 22 -14 5.4 -2.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 -10 3.7 -3.8
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 -7 5.1 -2.4
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 -27 4.2 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 -10 4.6 -2.9
DFAU Dimensional US Core Equity Market ETF 0.1 12 -4 4.4 -3.1
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 -5 2.6 -4.9
DCOR Dimensional US Core Equity 1 ETF 0.1 14 -6 4.7 -2.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.1 17 -9 4.8 -2.7
DFUS Dimensional U.S. Equity ETF 0.1 9 -1 4.2 -3.4
EBI Longview Advantage ETF 0.1 35 -27 5.9 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.1 80 -72 4.5 -3.1
QGRO American Century U.S. Quality Growth ETF 0.1 29 -21 3.1 -4.5
DXUV Dimensional US Vector Equity ETF 0.1 28 -20 5.4 -2.2
AVUS Avantis U.S. Equity ETF 0.1 15 -7 5.0 -2.5
VALQ American Century U.S. Quality Value ETF 0.1 29 -21 6.9 -0.6
AVUQ Avantis U.S. Quality ETF 0.0 15 -7 3.6 -4.0

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:		 Real Estate Select Sector SPDR Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.6 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 7.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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