Health Care Select Sector SPDR Fund
ALTAR
Score™		 7.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.0x P/Sales
ratio		 1.4x
P/BV
ratio		 3.6x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Health Care sector. Component industries include Health Care Equipment & Services; and Pharmaceutical & Biotechnology. 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) $33,346
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 60
Wgt avg mkt cap (mns) $226,587
Large cap (>$10bn) 99.3%
Mid cap ($2-10bn) 0.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ELI LILLY & CO 10.4 %
JOHNSON & JOHNSON 8.8 %
ABBVIE INC 7.4 %
ABBOTT LABORATORIES 4.9 %
UNITEDHEALTH GROUP INC 4.8 %
MERCK & CO. INC. 4.3 %
THERMO FISHER SCIENTIFIC INC 3.7 %
INTUITIVE SURGICAL INC 3.6 %
AMGEN INC 3.3 %
BOSTON SCIENTIFIC CORP 3.2 %
Total 54.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.0 %
IRELAND 2.9 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.4% -11.3% 6.0% 7.2% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.57 38%
MSCI EAFE 0.63 54%
MSCI Emg. Mkts. 0.34 16%

Technical Indicators
Recent close $136.43
30d moving avg. $133.68
Annualized volatility 14.0%
Short interest (ETF) 5.8%
Short interest (Underlying) 1.1%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 14,293
Turnover 5.9%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $17,580

Distributions


FINDING ALTERNATIVE FUNDS

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

Benchmark ticker: XLV Expense: 8 bp ALTAR Score™: 7.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLV
Ticker Fund
Name		 Overlap1
vs XLV
(%)		 Expense
ratio
(bp)		 Savings
vs XLV
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLV
(%)
IYH iShares U.S. Healthcare ETF 91.4 40 -32 7.1 -0.7
FHLC Fidelity MSCI Health Care Index ETF 83.7 8 -0 6.4 -1.3
VHT Vanguard Health Care ETF 83.2 9 -1 6.2 -1.6
IXJ iShares Global Healthcare ETF 69.9 42 -34 7.3 -0.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 55.6 40 -32 8.2 +0.4
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 49.2 75 -67 1.4 -6.4
PINK Simplify Health Care ETF 47.9 50 -42 1.0 -6.8
GDOC Goldman Sachs Future Health Care Equity ETF 41.1 75 -67 2.8 -5.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 38.8 60 -52 10.8 +3.0
PPH VanEck Pharmaceutical ETF 38.0 36 -28 8.7 +0.9
FXH First Trust Health Care AlphaDEX Fund 37.7 62 -54 8.6 +0.8
MEDX Horizon Kinetics Medical ETF 36.8 85 -77 2.0 -5.8
PJP Invesco Pharmaceuticals ETF 36.8 57 -49 7.9 +0.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 35.6 60 -52 7.4 -0.4
BMED Future Health ETF 33.4 85 -77 0.5 -7.3
THNR Amplify Weight Loss Drug & Treatment ETF 30.9 59 -51 6.8 -1.0
HKND Humankind US Stock ETF 30.5 11 -3 7.1 -0.7
HART IQ Healthy Hearts ETF 30.5 45 -37 6.6 -1.2
IHE iShares U.S. Pharmaceuticals ETF 30.1 40 -32 8.6 +0.8
AGNG Global X Aging Population ETF 28.4 50 -42 4.9 -2.9
LRND IQ U.S. Large Cap R&D Leaders ETF 25.4 14 -6 5.4 -2.4
FMED Fidelity Disruptive Medicine ETF 24.9 50 -42 -1.1 -8.9
IHI iShares U.S. Medical Devices ETF 24.5 40 -32 3.9 -3.9
MEDI Harbor Health Care ETF 23.8 80 -72 -1.4 -9.2
QLTY GMO U.S. Quality ETF 23.4 50 -42 4.7 -3.0
AVIE Avantis  Inflation Focused Equity ETF 23.2 25 -17 7.3 -0.5
MDEV First Trust Indxx Medical Devices ETF 23.0 70 -62 4.5 -3.2
HDV iShares Core High Dividend ETF 22.8 8 0 7.2 -0.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 22.6 68 -60 2.4 -5.3
SNPV Xtrackers S&P 500 Value ESG ETF 21.6 15 -7 6.7 -1.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 21.1 29 -21 6.6 -1.2
VFLO VictoryShares Free Cash Flow ETF 20.9 39 -31 10.4 +2.6
RAFE PIMCO RAFI ESG U.S. ETF 20.8 29 -21 7.1 -0.7
DHS WisdomTree U.S. High Dividend Fund 20.5 38 -30 8.0 +0.2
MODL VictoryShares WestEnd U.S. Sector ETF 20.5 42 -34 4.6 -3.2
SYNB Putnam BioRevolution ETF 20.2 70 -62 2.9 -4.9
OZEM Roundhill GLP-1 & Weight Loss ETF 20.2 59 -51 0.5 -7.3
WDNA WisdomTree BioRevolution Fund 19.5 45 -37 -1.4 -9.2
DSTL Distillate US Fundamental Stability & Value ETF 19.0 39 -31 8.2 +0.4
COWZ Pacer US Cash Cows 100 ETF 18.6 49 -41 9.3 +1.6
LGCF Themes US Cash Flow Champions ETF 18.3 30 -22 8.2 +0.4
UDI USCF Dividend Income Fund 17.9 65 -57 8.1 +0.3
XHE SPDR S&P Health Care Equipment ETF 17.7 35 -27 3.6 -4.2
ANEW ProShares MSCI Transformational Changes ETF 17.3 45 -37 6.1 -1.7
MGV Vanguard Mega Cap Value ETF 17.1 7 1 6.6 -1.2
CGDV Capital Group Dividend Value ETF 17.0 33 -25 4.5 -3.2
XPH SPDR S&P Pharmaceuticals ETF 17.0 35 -27 6.1 -1.7
DGRO iShares Core Dividend Growth ETF 16.3 8 0 6.5 -1.3
CANC Tema Oncology ETF 16.1 75 -67 -2.8 -10.6
MOTE VanEck Morningstar ESG Moat ETF 16.0 49 -41 6.0 -1.8
SPXT ProShares S&P 500 Ex-Technology ETF 16.0 9 -1 5.5 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 15.8 10 -2 5.1 -2.6
NUDV Nuveen ESG Dividend ETF 15.8 26 -18 7.6 -0.2
NULV Nuveen ESG Large-Cap Value ETF 15.7 26 -18 6.3 -1.5
PRXV Praxis Impact Large Cap Value ETF 15.7 36 -28 6.5 -1.3
VALQ American Century U.S. Quality Value ETF 15.7 29 -21 7.7 -0.1
RWL Invesco S&P 500 Revenue ETF 15.6 39 -31 6.8 -1.0
MVAL VanEck Morningstar Wide Moat Value ETF 15.5 49 -41 6.5 -1.3
BGIG Bahl & Gaynor Income Growth ETF 15.4 45 -37 5.2 -2.6
ZECP Zacks Earnings Consistent Portfolio ETF 15.3 55 -47 4.8 -3.0
IPDP Dividend Performers ETF 15.2 122 -114 5.1 -2.7
HELX Franklin Genomic Advancements ETF 15.2 50 -42 -0.2 -8.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 15.2 35 -27 5.9 -1.8
SPMV Invesco S&P 500 Minimum Variance ETF 15.1 10 -2 5.4 -2.4
RND First Trust Bloomberg R&D Leaders ETF 15.0 60 -52 3.6 -4.1
USCF Themes US Cash Flow Champions ETF 15.0 29 -21 8.6 +0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 15.0 29 -21 6.4 -1.4
VTV Vanguard Value ETF 14.8 4 4 6.9 -0.9
FLV American Century Focused Large Cap Value ETF 14.8 42 -34 6.5 -1.3
CRTC Xtrackers US National Critical Technologies ETF 14.8 35 -27 4.8 -3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.7 7 1 7.4 -0.4
JAVA JPMorgan Active Value ETF 14.7 44 -36 6.4 -1.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 14.6 60 -52 3.9 -3.8
EQWL Invesco S&P 100 Equal Weight ETF 14.6 25 -17 6.2 -1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 14.3 48 -40 6.0 -1.7
VIG Vanguard Dividend Appreciation ETF 14.2 5 3 5.6 -2.2
VSLU Applied Finance Valuation Large Cap ETF 14.2 49 -41 5.6 -2.2
FELV Fidelity Enhanced Large Cap Value ETF 14.1 18 -10 6.7 -1.1
STXD Strive 1000 Dividend Growth ETF 14.1 35 -27 4.8 -3.0
DUHP Dimensional US High Profitability ETF 14.1 21 -13 6.3 -1.5
HLGE Hartford Longevity Economy ETF 14.1 44 -36 -0.4 -8.2
GVUS Marketbeta Russell 1000 Value Equity ETF 14.0 12 -4 6.5 -1.3
STXV Strive 1000 Value ETF 14.0 18 -10 8.0 +0.2
XHS SPDR S&P Health Care Services ETF 13.9 35 -27 3.1 -4.7
DFNV Donoghue Forlines Innovation ETF 13.9 69 -61 4.6 -3.2
DFLV Dimensional US Large Cap Value ETF 13.9 22 -14 7.7 -0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 13.8 28 -20 5.9 -1.9
SPVU Invesco S&P 500 Enhanced Value ETF 13.8 13 -5 10.0 +2.3
CGUS Capital Group Core Equity ETF 13.7 33 -25 4.3 -3.5
GCOW Pacer Global Cash Cows Dividend ETF 13.7 60 -52 10.9 +3.1
MBCC Monarch Blue Chips Core ETF 13.7 125 -117 4.1 -3.7
MNTL Tema Neuroscience and Mental Health ETF 13.6 75 -67 -1.0 -8.7
VOOV Vanguard S&P 500 Value ETF 13.6 7 1 6.3 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 13.6 37 -29 6.0 -1.8
IVE iShares S&P 500 Value ETF 13.6 18 -10 6.1 -1.6
SPYV SPDR Portfolio S&P 500 Value ETF 13.5 4 4 6.3 -1.5
PFM Invesco Dividend Achievers ETF 13.5 53 -45 5.3 -2.5
IWX iShares Russell Top 200 Value ETF 13.5 20 -12 6.2 -1.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 13.4 15 -7 6.6 -1.2
SCHD Schwab US Dividend Equity ETF 13.4 6 2 9.6 +1.8
IHF iShares U.S. Healthcare Providers ETF 13.3 40 -32 8.6 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 13.3 9 -1 4.9 -2.9
EVUS iShares ESG Aware MSCI USA Value ETF 13.3 18 -10 6.5 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 13.2 15 -7 5.3 -2.5
USMV iShares MSCI USA Min Vol Factor ETF 13.2 15 -7 5.8 -2.0
QUS SPDR MSCI USA StrategicFactors ETF 13.2 15 -7 5.7 -2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.1 18 -10 5.8 -2.0
BRIF FIS Bright Portfolios Focused Equity ETF 13.1 65 -57 4.9 -2.9
JEPI JPMorgan Equity Premium Income ETF 13.1 35 -27 5.6 -2.2
KRMA Global X Conscious Companies ETF 13.0 43 -35 5.8 -2.0
IUS Invesco RAFI Strategic US ETF 12.9 19 -11 6.9 -0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 12.9 35 -27 5.1 -2.7
IUSV iShares Core S&P US Value ETF 12.8 4 4 6.4 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 12.8 13 -5 5.7 -2.1
LOWV AB US Low Volatility Equity ETF 12.8 48 -40 5.2 -2.6
QUVU Hartford Quality Value ETF 12.7 46 -38 7.3 -0.5
TBG TBG Dividend Focus ETF 12.7 59 -51 7.8 +0.1
GGRW Gabelli Growth Innovators ETF 12.6 90 -82 2.3 -5.5
EDOW First Trust Dow 30 Equal Weight ETF 12.6 50 -42 5.3 -2.4
WRND IQ Global Equity R&D Leaders ETF 12.5 18 -10 8.2 +0.5
DFUV Dimensional US Marketwide Value ETF 12.5 22 -14 7.5 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 12.5 19 -11 6.3 -1.5
DTD WisdomTree U.S. Total Dividend Fund 12.5 28 -20 6.3 -1.5
CWS AdvisorShares Focused Equity ETF 12.4 84 -76 5.1 -2.7
FUNL CornerCap Fundametrics Large-Cap ETF 12.4 50 -42 7.2 -0.6
DURA VanEck Durable High Dividend ETF 12.4 29 -21 8.5 +0.7
IBB iShares Biotechnology ETF 12.4 45 -37 0.5 -7.3
TTAC FCF US Quality ETF 12.4 59 -51 6.2 -1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 12.3 50 -42 4.2 -3.5
ITAN Sparkline Intangible Value ETF 12.3 50 -42 6.6 -1.2
VYM Vanguard High Dividend Yield Index ETF 12.2 6 2 7.0 -0.8
REVS Columbia Research Enhanced Value ETF 12.2 19 -11 7.5 -0.2
SMRI Bushido Capital US Equity ETF 12.2 71 -63 9.5 +1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 12.2 7 1 5.1 -2.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 12.1 19 -11 5.3 -2.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 12.0 15 -7 5.7 -2.0
ILCV iShares Morningstar Value ETF 12.0 4 4 6.4 -1.3
DIVZ TrueShares Low Volatility Equity Income ETF 11.9 65 -57 6.6 -1.2
EPS WisdomTree U.S. LargeCap Fund 11.9 8 0 5.7 -2.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 11.9 32 -24 4.9 -2.8
USMC Principal U.S. Mega-Cap ETF 11.9 12 -4 4.4 -3.4
SSPY Syntax Stratified LargeCap ETF 11.8 30 -22 6.7 -1.1
SHUS Syntax Stratified U.S. Total Market Hedged ETF 11.8 65 -57 6.4 -1.4
ABFL Abacus FCF Leaders ETF 11.7 59 -51 5.3 -2.5
ROUS Hartford Multifactor US Equity ETF 11.7 19 -11 7.0 -0.7
DVND Touchstone Dividend Select ETF 11.7 67 -59 5.6 -2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 11.7 45 -37 4.4 -3.4
XBI SPDR S&P BIOTECH ETF 11.7 35 -27 -2.6 -10.4
FTA First Trust Large Cap Value AlphaDEX Fund 11.7 59 -51 8.9 +1.1
MOAT VanEck Morningstar Wide Moat ETF 11.6 46 -38 5.7 -2.1
CGGR Capital Group Growth ETF 11.6 39 -31 3.1 -4.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 11.6 49 -41 5.8 -1.9
SNPE Xtrackers S&P 500 ESG ETF 11.6 10 -2 5.1 -2.7
FFND Future Fund Active ETF 11.5 100 -92 4.2 -3.5
SPXE ProShares S&P 500 Ex-Energy ETF 11.5 9 -1 4.8 -3.0
INCE Franklin Income Equity Focus ETF 11.5 29 -21 5.5 -2.3
LCF Touchstone US Large Cap Focused ETF 11.5 69 -61 4.2 -3.6
BBH VanEck Biotech ETF 11.5 35 -27 5.7 -2.1
DIVL Madison Dividend Value ETF 11.5 65 -57 5.8 -2.0
DGRW WisdomTree US Quality Dividend Growth Fund 11.5 28 -20 5.4 -2.3
FBT First Trust NYSE Arca Biotechnology Index Fund 11.4 56 -48 5.3 -2.5
GINN Goldman Sachs Innovate Equity ETF 11.3 52 -44 3.7 -4.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.3 20 -12 5.0 -2.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 11.3 15 -7 4.6 -3.2
QDF FlexShares Quality Dividend Index Fund 11.2 37 -29 6.2 -1.6
FDRR Fidelity Dividend ETF for Rising Rates 11.2 15 -7 7.0 -0.8
PWV Invesco Large Cap Value ETF 11.2 55 -47 7.0 -0.8
OALC OneAscent Large Cap Core ETF 11.2 86 -78 4.1 -3.7
HLAL Wahed FTSE USA Shariah ETF 11.1 50 -42 4.7 -3.0
RSP Invesco S&P 500 Equal Weight ETF 11.1 20 -12 6.5 -1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.0 7 1 4.8 -3.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 11.0 15 -7 4.9 -2.9
FDL First Trust Morningstar Dividend Leaders Index Fund 11.0 45 -37 10.4 +2.6
HAPI Harbor Human Capital Factor US Large Cap ETF 11.0 36 -28 4.8 -3.0
ABOT Abacus FCF Innovation Leaders ETF 11.0 69 -61 4.7 -3.1
DANA Dana Unconstrained Equity ETF 11.0 50 -42 2.9 -4.9
BKWO BNY Mellon Women's Opportunities ETF 11.0 50 -42 3.6 -4.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 11.0 75 -67 4.0 -3.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.0 30 -22 8.9 +1.2
QLV FlexShares US Quality Low Volatility Index Fund 10.9 22 -14 5.6 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 10.9 4 4 6.7 -1.1
DSPY Tema S&P 500 Historical Weight ETF 10.9 18 -10 5.1 -2.6
LRGE ClearBridge Large Cap Growth ESG ETF 10.9 59 -51 3.9 -3.9
ACVF American Conservative Values ETF 10.9 75 -67 4.3 -3.5
BKLC BNY Mellon US Large Cap Core Equity ETF 10.9 0 8 4.9 -2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.9 10 -2 4.9 -2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10.8 9 -1 6.1 -1.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 10.8 60 -52 4.6 -3.2
IWD iShares Russell 1000 Value ETF 10.8 19 -11 6.4 -1.4
VOTE TCW Transform 500 ETF 10.8 5 3 4.8 -2.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 10.8 56 -48 6.1 -1.7
USRD Themes US R&D Champions ETF 10.8 29 -21 4.5 -3.3
IBBQ Invesco Nasdaq Biotechnology ETF 10.8 19 -11 0.4 -7.3
FDLO Fidelity Low Volatility Factor ETF 10.8 15 -7 5.4 -2.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.7 20 -12 6.4 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.7 2 6 4.9 -2.9
HDUS Hartford Disciplined US Equity ETF 10.7 19 -11 5.7 -2.1
JGLO JPMorgan Global Select Equity ETF 10.5 33 -25 4.9 -2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 10.5 75 -67 5.3 -2.5
NULC Nuveen ESG Large-Cap ETF 10.5 21 -13 4.6 -3.2
FNDX Schwab Fundamental US Large Co. Index ETF 10.5 25 -17 7.2 -0.6
JMOM JPMorgan U.S. Momentum Factor ETF 10.5 12 -4 4.5 -3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.4 18 -10 7.7 -0.1
JHML John Hancock Multifactor Large Cap ETF 10.4 29 -21 5.3 -2.5
LRGC AB US Large Cap Strategic Equities ETF 10.4 48 -40 4.4 -3.4
QLC FlexShares US Quality Large Cap Index Fund 10.3 25 -17 5.4 -2.4
ASLV Allspring Special Large Value ETF 10.3 35 -27 6.4 -1.4
PRF Invesco FTSE RAFI US 1000 ETF 10.3 39 -31 6.8 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.3 11 -3 4.9 -2.9
VONV Vanguard Russell 1000 Value ETF 10.3 7 1 6.5 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 10.3 16 -8 5.4 -2.3
RECS Columbia Research Enhanced Core ETF 10.2 15 -7 5.6 -2.1
GDIV Harbor Dividend Growth Leaders ETF 10.2 50 -42 5.2 -2.5
VSDA VictoryShares Dividend Accelerator ETF 10.1 35 -27 7.0 -0.8
TOLL Tema Monopolies and Oligopolies ETF 10.1 75 -67 5.1 -2.7
JGRW Jensen Quality Growth ETF 10.1 57 -49 4.5 -3.3
DFVX Dimensional US Large Cap Vector ETF 10.0 22 -14 6.2 -1.6
BGDV Bahl & Gaynor Dividend ETF 10.0 45 -37 4.7 -3.0
JVAL JPMorgan U.S. Value Factor ETF 10.0 12 -4 8.1 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 9.9 8 0 4.9 -2.8
QDIV Global X S&P 500 Quality Dividend ETF 9.9 20 -12 8.6 +0.9
JQUA JPMorgan U.S. Quality Factor ETF 9.9 12 -4 5.8 -1.9
FELC Fidelity Enhanced Large Cap Core ETF 9.9 18 -10 5.2 -2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.9 14 -6 4.8 -2.9
CFA VictoryShares US 500 Volatility Wtd ETF 9.9 35 -27 5.9 -1.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 9.8 40 -32 5.8 -2.0
FNDB Schwab Fundamental US Broad Market Index ETF 9.8 25 -17 7.2 -0.6
DEUS Xtrackers Russell US Multifactor ETF 9.8 17 -9 7.0 -0.8
ACWV iShares MSCI Global Min Vol Factor ETF 9.7 20 -12 6.2 -1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.7 20 -12 7.6 -0.2
FVAL Fidelity Value Factor ETF 9.7 15 -7 6.8 -0.9
SFY SoFi Select 500 ETF 9.7 0 8 4.4 -3.4
RPV Invesco S&P 500 Pure Value ETF 9.7 35 -27 10.4 +2.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 9.6 15 -7 4.2 -3.6
EUSA iShares MSCI USA Equal Weighted ETF 9.5 9 -1 6.1 -1.7
SIZE iShares MSCI USA Size Factor ETF 9.5 15 -7 6.0 -1.7
GSPY Gotham Enhanced 500 ETF 9.5 50 -42 5.2 -2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.4 10 -2 4.3 -3.5
FFLC Fidelity Fundamental Large Cap Core ETF 9.4 38 -30 4.5 -3.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 9.4 5 3 7.9 +0.1
CVAR Cultivar ETF 9.4 87 -79 6.8 -1.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.4 50 -42 8.1 +0.3
JPEF JPMorgan Equity Focus ETF 9.4 50 -42 4.3 -3.5
NACP Impact Shares NAACP Minority Empowerment ETF 9.3 49 -41 4.8 -3.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 9.3 49 -41 9.4 +1.6
AIEQ AI Powered Equity ETF 9.3 75 -67 3.7 -4.1
VLU SPDR S&P 1500 Value Tilt ETF 9.3 12 -4 7.4 -0.4
BDIV AAM Brentview Dividend Growth ETF 9.3 49 -41 4.6 -3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.3 9 -1 5.2 -2.6
QGRO American Century U.S. Quality Growth ETF 9.3 29 -21 3.5 -4.2
SNPG Xtrackers S&P 500 Growth ESG ETF 9.3 15 -7 4.5 -3.3
FEX First Trust Large Cap Core AlphaDEX Fund 9.2 59 -51 5.8 -2.0
CHGX AXS Change Finance ESG ETF 9.2 49 -41 4.8 -3.0
FBCV Fidelity Blue Chip Value ETF 9.2 59 -51 7.4 -0.4
FQAL Fidelity Quality Factor ETF 9.2 15 -7 5.6 -2.1
DIVB iShares Core Dividend ETF 9.2 5 3 8.0 +0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.2 25 -17 5.4 -2.4
SPLV Invesco S&P 500 Low Volatility ETF 9.2 25 -17 5.3 -2.5
BLCV iShares Large Cap Value Active ETF 9.2 53 -45 7.3 -0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 -31 8.3 +0.6
SHE SPDR MSCI USA Gender Diversity ETF 9.1 20 -12 5.0 -2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.1 29 -21 6.2 -1.6
CGGO Capital Group Global Growth Equity ETF 9.1 47 -39 4.7 -3.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.0 10 -2 4.3 -3.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 9.0 12 -4 4.5 -3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 9.0 11 -3 5.1 -2.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.0 60 -52 -2.6 -10.4
SHRY First Trust Bloomberg Shareholder Yield ETF 8.9 60 -52 8.0 +0.2
RFFC ALPS Active Equity Opportunity ETF 8.9 48 -40 4.4 -3.4
SUSA iShares MSCI USA ESG Select ETF 8.9 25 -17 4.7 -3.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 8.9 20 -12 4.7 -3.1
SUSL iShares ESG MSCI USA Leaders ETF 8.9 10 -2 4.9 -2.9
AVSU Avantis Responsible U.S. Equity ETF 8.8 15 -7 6.0 -1.8
MGC Vanguard Mega Cap ETF 8.8 7 1 4.6 -3.1
DFSU Dimensional US Sustainability Core 1 ETF 8.8 18 -10 5.3 -2.5
KLMN Invesco MSCI North America Climate ETF 8.8 9 -1 4.9 -2.8
QWLD SPDR MSCI World StrategicFactors ETF 8.8 30 -22 5.9 -1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 8.7 35 -27 6.1 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 8.7 29 -21 4.6 -3.2
PCGG Polen Capital Global Growth ETF 8.7 85 -77 3.8 -4.0
VOO Vanguard S&P 500 ETF 8.7 3 5 5.0 -2.8
IVV iShares Core S&P 500 ETF 8.7 3 5 4.9 -2.8
SPY SPDR S&P 500 ETF Trust 8.7 9 -1 4.9 -2.9
SPLG SPDR Portfolio S&P 500 ETF 8.7 2 6 4.9 -2.8
PBE Invesco Biotechnology & Genome ETF 8.7 58 -50 1.3 -6.5
MDLV Morgan Dempsey Large Cap Value ETF 8.7 58 -50 7.4 -0.4
XVV iShares ESG Screened S&P 500 ETF 8.7 8 0 4.8 -3.0
IWFG IQ Winslow Focused Large Cap Growth ETF 8.6 65 -57 2.9 -4.9
IWL iShares Russell Top 200 ETF 8.6 15 -7 4.6 -3.2
SWP SWP Growth & Income ETF 8.6 99 -91 4.1 -3.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.6 35 -27 4.2 -3.6
ESGU iShares ESG Aware MSCI USA ETF 8.6 15 -7 4.7 -3.1
STRV Strive 500 ETF 8.6 5 3 4.8 -3.0
USMF WisdomTree U.S. Multifactor Fund 8.6 28 -20 7.0 -0.8
ESGV Vanguard ESG U.S. Stock ETF 8.6 9 -1 4.7 -3.1
THRO iShares U.S. Thematic Rotation Active ETF 8.6 90 -82 4.0 -3.8
DIVS SmartETFs Dividend Builder ETF 8.6 65 -57 5.0 -2.7
ULVM VictoryShares US Value Momentum ETF 8.5 20 -12 7.3 -0.5
VV Vanguard Large-Cap ETF 8.5 4 4 4.8 -3.0
FSST Fidelity Sustainable U.S. Equity ETF 8.5 59 -51 4.3 -3.5
QUAL iShares MSCI USA Quality Factor ETF 8.5 15 -7 5.4 -2.4
LVOL American Century Low Volatility ETF 8.5 29 -21 4.9 -2.9
PBUS Invesco MSCI USA ETF 8.5 4 4 4.8 -2.9
TOV JLens 500 Jewish Advocacy U.S. ETF 8.5 18 -10 4.6 -3.2
GNOM Global X Genomics & Biotechnology ETF 8.4 50 -42 -3.0 -10.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.4 38 -30 6.2 -1.6
LRGF iShares U.S. Equity Factor ETF 8.4 8 0 5.4 -2.4
AGRW Allspring LT Large Growth ETF 8.4 35 -27 3.5 -4.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.4 25 -17 5.6 -2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 8.3 25 -17 5.3 -2.4
ILCB iShares Morningstar U.S. Equity ETF 8.3 3 5 4.8 -3.0
VLUE iShares MSCI USA Value Factor ETF 8.3 15 -7 9.5 +1.7
PSET Principal Quality ETF 8.3 15 -7 5.3 -2.5
KOKU Xtrackers MSCI Kokusai Equity ETF 8.2 9 -1 5.2 -2.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.2 25 -17 5.9 -1.9
PRAY FIS Christian Stock Fund 8.2 69 -61 5.1 -2.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 8.2 52 -44 5.5 -2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.2 58 -50 5.4 -2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 8.2 42 -34 5.4 -2.4
ADME Aptus Drawdown Managed Equity ETF 8.1 79 -71 4.1 -3.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 8.1 3 5 5.1 -2.7
WTV WisdomTree US Value Fund of Benef Interest 8.1 12 -4 8.9 +1.1
SCHX Schwab U.S. Large-Cap ETF 8.1 3 5 4.9 -2.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.1 80 -72 6.7 -1.1
POWA Invesco Bloomberg Pricing Power ETF 8.1 40 -32 5.3 -2.5
OEF iShares S&P 100 ETF 8.0 20 -12 4.5 -3.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 8.0 49 -41 3.8 -4.0
IWB iShares Russell 1000 ETF 8.0 15 -7 4.8 -3.0
VONE Vanguard Russell 1000 ETF 8.0 7 1 4.9 -2.9
CGDG Capital Group Dividend Growers ETF 8.0 47 -39 6.3 -1.5
IYY iShares Dow Jones U.S. ETF 8.0 20 -12 4.8 -3.0
AUSF Global X Adaptive U.S. Factor ETF 7.9 27 -19 8.7 +0.9
BIBL Inspire 100 ETF 7.9 35 -27 5.1 -2.7
RAYD Rayliant Quantitative Developed Market Equity ETF 7.9 80 -72 4.4 -3.4
BBP Virtus LifeSci Biotech Products ETF 7.9 79 -71 -2.3 -10.0
DFUS Dimensional U.S. Equity ETF 7.9 9 -1 4.8 -3.0
SCHK Schwab 1000 Index ETF 7.9 5 3 5.0 -2.8
NULG Nuveen ESG Large-Cap Growth ETF 7.9 26 -18 3.3 -4.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.9 15 -7 8.9 +1.2
SDOG ALPS Sector Dividend Dogs ETF 7.8 36 -28 9.4 +1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 7.8 40 -32 3.7 -4.1
PAWZ ProShares Pet Care ETF 7.8 50 -42 3.7 -4.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 7.8 49 -41 4.5 -3.3
FTCS First Trust Capital Strength ETF 7.8 55 -47 5.8 -2.0
RVRB Reverb ETF 7.8 30 -22 4.5 -3.2
VTI Vanguard Total Stock Market ETF 7.8 3 5 4.9 -2.9
APUE ActivePassive U.S. Equity ETF 7.8 45 -37 4.6 -3.2
FDHT Fidelity Digital Health ETF 7.7 39 -31 0.9 -6.9
IWV iShares Russell 3000 ETF 7.7 20 -12 4.7 -3.1
VTHR Vanguard Russell 3000 ETF 7.7 7 1 4.8 -2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 7.7 58 -50 4.2 -3.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.7 3 5 4.9 -2.9
BEEX BeeHive ETF 7.7 84 -76 4.3 -3.5
FLRG Fidelity U.S. Multifactor ETF 7.7 15 -7 6.9 -0.9
HAPY Harbor Human Capital Factor Unconstrained ETF 7.6 50 -42 5.6 -2.2
SCHB Schwab U.S. Broad Market ETF 7.6 3 5 5.0 -2.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.6 29 -21 4.4 -3.3
VFVA Vanguard U.S. Value Factor ETF 7.5 13 -5 10.8 +3.0
JGRO JPMorgan Active Growth ETF 7.5 44 -36 3.4 -4.4
CAML Congress Large Cap Growth ETF 7.4 66 -58 3.4 -4.4
FDWM Fidelity Women's Leadership ETF 7.4 59 -51 4.8 -3.0
SDY SPDR S&P Dividend ETF 7.4 35 -27 6.6 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 7.3 29 -21 10.5 +2.7
DFAU Dimensional US Core Equity Market ETF 7.3 12 -4 5.0 -2.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.3 70 -62 4.7 -3.0
TINT ProShares Smart Materials ETF 7.2 58 -50 7.1 -0.7
DSI iShares MSCI KLD 400 Social ETF 7.2 25 -17 4.8 -3.0
VO Vanguard Mid-Cap ETF 7.2 4 4 5.7 -2.1
GVLU Gotham 1000 Value ETF 7.2 50 -42 8.9 +1.1
MAVF Matrix Advisors Value ETF 7.2 75 -67 5.7 -2.1
AFLG First Trust Active Factor Large Cap ETF 7.2 55 -47 6.3 -1.5
FTDS First Trust Dividend Strength ETF 7.2 70 -62 7.5 -0.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.2 55 -47 4.2 -3.6
ROE Astoria US Quality Kings ETF 7.2 49 -41 6.5 -1.2
SEMG Suncoast Select Growth ETF 7.2 60 -52 4.2 -3.6
CCMG CCM Global Equity ETF 7.1 34 -26 8.4 +0.6
SPHQ Invesco S&P 500 Quality ETF 7.1 15 -7 5.5 -2.3
YALL God Bless America ETF 7.1 65 -57 3.6 -4.2
VUSE Vident U.S. Equity Strategy ETF 7.1 50 -42 4.5 -3.2
AVUS Avantis U.S. Equity ETF 7.0 15 -7 5.7 -2.1
FFOG Franklin Focused Growth ETF 7.0 61 -53 2.4 -5.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.0 49 -41 4.7 -3.1
GVIP Goldman Sachs Hedge Industry VIP ETF 7.0 45 -37 3.3 -4.5
NANC Unusual Whales Subversive Democratic Trading ETF 6.9 75 -67 3.7 -4.1
VOT Vanguard Mid-Cap Growth ETF 6.9 7 1 3.5 -4.2
SAMM Strategas Macro Momentum ETF 6.9 66 -58 2.4 -5.4
HEAL Global X HealthTech ETF 6.9 50 -42 -0.7 -8.5
YLDE ClearBridge Dividend Strategy ESG ETF 6.9 60 -52 5.7 -2.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 6.8 35 -27 7.7 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 6.8 6 2 3.9 -3.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 6.8 38 -30 7.7 -0.1
AVMC Avantis U.S. Mid Cap Equity ETF 6.8 18 -10 6.8 -0.9
TMDV ProShares Russell US Dividend Growers ETF 6.8 35 -27 6.4 -1.4
GQI Natixis Gateway Quality Income ETF 6.8 34 -26 5.0 -2.7
DCOR Dimensional US Core Equity 1 ETF 6.7 14 -6 5.3 -2.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 6.7 65 -57 1.1 -6.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.7 25 -17 11.1 +3.3
DEW WisdomTree Global High Dividend Fund 6.7 58 -50 8.4 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 6.7 4 4 4.0 -3.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 6.7 7 1 9.8 +2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 6.7 67 -59 9.8 +2.0
PEXL Pacer US Export Leaders ETF 6.7 60 -52 4.5 -3.2
HGRO Hedgeye Quality Growth ETF 6.6 70 -62 3.4 -4.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.6 15 -7 7.5 -0.3
JSTC Adasina Social Justice All Cap Global ETF 6.5 89 -81 4.8 -3.0
DFAC Dimensional U.S. Core Equity 2 ETF 6.5 17 -9 5.5 -2.3
JHDV John Hancock U.S. High Dividend ETF 6.5 34 -26 6.6 -1.2
BLCR iShares Large Cap Core Active ETF 6.5 36 -28 3.7 -4.1
RUNN Running Oak Efficient Growth ETF 6.5 58 -50 4.9 -2.9
KONG Formidable Fortress ETF 6.5 89 -81 6.0 -1.8
SAMT Strategas Macro Thematic Opportunities ETF 6.5 65 -57 2.8 -5.0
TOK iShares MSCI Kokusai ETF 6.5 26 -18 5.0 -2.8
PTL Inspire 500 ETF 6.4 9 -1 5.2 -2.6
IMCB iShares Morningstar Mid-Cap ETF 6.4 4 4 6.0 -1.8
RVER Trenchless Fund ETF 6.4 65 -57 4.3 -3.5
GK AdvisorShares Gerber Kawasaki ETF 6.4 75 -67 2.4 -5.3
FELG Fidelity Enhanced Large Cap Growth ETF 6.4 18 -10 4.6 -3.1
VOE Vanguard Mid-Cap Value ETF 6.4 7 1 7.6 -0.2
QGRW WisdomTree U.S. Quality Growth Fund 6.3 28 -20 4.2 -3.6
EMOT First Trust S&P 500 Economic Moat ETF 6.3 60 -52 7.9 +0.2
XLG Invesco S&P 500 Top 50 ETF 6.3 20 -12 4.1 -3.7
SGLC SGI U.S. Large Cap Core ETF 6.3 85 -77 4.0 -3.8
GINX SGI Enhanced Global Income ETF 6.3 98 -90 7.1 -0.7
FCPI Fidelity Stocks for Inflation ETF 6.3 15 -7 7.5 -0.2
DGT SPDR Global Dow ETF 6.2 50 -42 7.0 -0.8
SXQG ETC 6 Meridian Quality Growth ETF 6.2 100 -92 4.6 -3.2
ONEO SPDR Russell 1000 Momentum Focus ETF 6.2 20 -12 6.9 -0.8
USSE Segall Bryant & Hamill Select Equity ETF 6.2 65 -57 4.3 -3.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.2 12 -4 5.7 -2.0
IWY iShares Russell Top 200 Growth ETF 6.1 20 -12 4.5 -3.3
VFMF Vanguard U.S. Multifactor ETF 6.1 18 -10 7.9 +0.1
URTH iShares MSCI World ETF 6.1 24 -16 5.1 -2.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.1 20 -12 4.4 -3.4
STXG Strive 1000 Growth ETF 6.1 18 -10 3.8 -3.9
FDMO Fidelity Momentum Factor ETF 6.1 15 -7 3.6 -4.1
KLMT Invesco MSCI Global Climate 500 ETF 6.1 10 -2 5.7 -2.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 6.0 60 -52 9.4 +1.6
IMCV iShares Morningstar Mid-Cap Value ETF 6.0 6 2 8.0 +0.2
FVD First Trust Value Line Dividend Index Fund 6.0 65 -57 6.2 -1.5
IDNA iShares Genomics Immunology and Healthcare ETF 6.0 47 -39 -2.2 -9.9
VFQY Vanguard U.S. Quality Factor ETF 5.9 13 -5 6.3 -1.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 5.8 12 -4 5.2 -2.6
SRHQ SRH U.S. Quality ETF 5.8 35 -27 7.6 -0.2
BEEZ Honeytree U.S. Equity ETF 5.8 64 -56 3.7 -4.1
MTUM iShares MSCI USA Momentum Factor ETF 5.8 15 -7 3.5 -4.3
IWR iShares Russell Midcap ETF 5.7 19 -11 5.7 -2.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.7 60 -52 4.8 -2.9
LST Leuthold Select Industries ETF 5.7 91 -83 5.1 -2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 5.7 80 -72 6.1 -1.7
BGRO iShares Large Cap Growth Active ETF 5.7 55 -47 3.0 -4.7
DXUV Dimensional US Vector Equity ETF 5.7 28 -20 6.2 -1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 5.7 15 -7 7.5 -0.2
EGUS iShares ESG Aware MSCI USA Growth ETF 5.6 18 -10 3.9 -3.9
GLOF iShares Global Equity Factor ETF 5.6 20 -12 6.5 -1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.6 24 -16 8.1 +0.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.5 39 -31 3.6 -4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.5 20 -12 5.6 -2.1
GLBL Pacer MSCI World Industry Advantage ETF 5.5 65 -57 4.1 -3.6
KNO AXS Knowledge Leaders ETF 5.5 78 -70 6.0 -1.8
FEGE First Eagle Global Equity ETF 5.5 79 -71 7.0 -0.8
VONG Vanguard Russell 1000 Growth ETF 5.5 7 1 4.4 -3.3
IWF iShares Russell 1000 Growth ETF 5.5 19 -11 4.4 -3.4
AGQI First Trust Active Global Quality Income ETF 5.5 85 -77 4.9 -2.9
ACWI iShares MSCI ACWI ETF 5.5 32 -24 5.5 -2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 5.4 9 -1 4.9 -2.9
JHMM John Hancock Multifactor Mid Cap ETF 5.4 42 -34 6.3 -1.4
DIVY Sound Equity Dividend Income ETF 5.4 45 -37 9.5 +1.7
FBCG Fidelity Blue Chip Growth ETF 5.4 59 -51 2.8 -5.0
EBI Longview Advantage ETF 5.4 35 -27 6.5 -1.3
RTH VanEck Retail ETF 5.4 35 -27 5.4 -2.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.4 30 -22 4.4 -3.4
IWS iShares Russell Mid-Cap Value ETF 5.4 23 -15 6.7 -1.1
IOO iShares Global 100 ETF 5.3 41 -33 4.8 -3.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.3 65 -57 3.6 -4.2
EQIN Columbia US Equity Income ETF 5.3 35 -27 6.9 -0.9
ILCG iShares Morningstar Growth ETF 5.2 4 4 3.6 -4.2
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 -12 6.8 -1.0
DVY iShares Select Dividend ETF 5.2 38 -30 9.0 +1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.2 9 -1 5.7 -2.1
USXF iShares ESG Advanced MSCI USA ETF 5.2 10 -2 4.5 -3.2
MID American Century Mid Cap Growth Impact ETF 5.1 45 -37 3.1 -4.6
MBOX Freedom Day Dividend ETF 5.1 39 -31 7.4 -0.4
PWB Invesco Large Cap Growth ETF 5.1 56 -48 3.1 -4.6
TMFC Motley Fool 100 Index ETF 5.1 50 -42 3.5 -4.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.0 79 -71 4.5 -3.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 -22 8.2 +0.4
ICAP InfraCap Equity Income Fund ETF 5.0 171 -163 6.2 -1.6
LQPE PEO AlphaQuest Thematic PE ETF 5.0 125 -117 5.3 -2.5
IWP iShares Russell Mid-Cap Growth ETF 4.9 23 -15 3.4 -4.4
JOET Virtus Terranova US Quality Momentum ETF 4.9 29 -21 4.7 -3.1
VT Vanguard Total World Stock ETF 4.9 6 2 5.9 -1.9
DUSA Davis Select U.S. Equity ETF 4.9 61 -53 7.3 -0.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.8 12 -4 4.5 -3.3
PEY Invesco High Yield Equity Dividend Achievers ETF 4.8 52 -44 10.1 +2.3
DWLD Davis Select Worldwide ETF 4.8 63 -55 7.2 -0.6
DEMZ Democratic Large Cap Core ETF 4.8 45 -37 4.5 -3.3
SMOT VanEck Morningstar SMID Moat ETF 4.8 49 -41 6.4 -1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.8 65 -57 3.5 -4.3
WLDR Affinity World Leaders Equity ETF 4.7 67 -59 7.5 -0.2
GQQQ Astoria US Quality Growth Kings ETF 4.7 35 -27 4.6 -3.1
SAGP Strategas Global Policy Opportunities ETF 4.7 65 -57 5.4 -2.4
INRO iShares U.S. Industry Rotation Active ETF 4.6 42 -34 4.2 -3.5
WBIY WBI Power Factor High Dividend ETF 4.6 100 -92 14.7 +7.0
IQM Franklin Intelligent Machines ETF 4.6 50 -42 2.0 -5.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.6 60 -52 3.9 -3.9
VOOG Vanguard S&P 500 Growth ETF 4.6 7 1 4.1 -3.7
IYK iShares U.S. Consumer Staples ETF 4.6 40 -32 6.4 -1.4
IVW iShares S&P 500 Growth ETF 4.6 18 -10 4.0 -3.8
SPYG SPDR Portfolio S&P 500 Growth ETF 4.6 4 4 4.1 -3.7
BFOR ALPS Barron's 400 ETF 4.5 65 -57 5.9 -1.9
TOPT iShares Top 20 U.S. Stocks ETF 4.5 20 -12 3.9 -3.9
KOCG FIS Knights of Columbus Global Belief ETF 4.5 75 -67 5.2 -2.6
DTEC ALPS Disruptive Technologies ETF 4.5 50 -42 3.9 -3.9
XT iShares Exponential Technologies ETF 4.4 46 -38 4.9 -2.8
PRXG Praxis Impact Large Cap Growth ETF 4.4 36 -28 3.6 -4.1
VUG Vanguard Growth ETF 4.4 4 4 4.0 -3.8
QQMG Invesco ESG NASDAQ 100 ETF 4.4 20 -12 4.1 -3.6
IUSG iShares Core S&P U.S. Growth ETF 4.3 4 4 4.2 -3.6
QQQ Invesco QQQ Trust Series I 4.3 20 -12 4.1 -3.7
QQQM Invesco NASDAQ 100 ETF 4.3 15 -7 4.1 -3.7
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 -23 6.9 -0.9
GRNY Fundstrat Granny Shots US Large Cap ETF 4.3 75 -67 2.6 -5.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.3 49 -41 3.8 -4.0
MGK Vanguard Mega Cap Growth ETF 4.2 7 1 4.1 -3.7
MAGA Point Bridge America First ETF 4.2 72 -64 5.7 -2.1
CZAR Themes Natural Monopoly ETF 4.1 35 -27 5.7 -2.1
YOKE Yoke Core ETF 4.1 42 -34 4.4 -3.4
ABIG Argent Large Cap ETF 4.1 49 -41 5.1 -2.7
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 -15 5.7 -2.1
FLDZ RiverNorth Patriot ETF 4.1 75 -67 6.1 -1.7
FDVV Fidelity High Dividend ETF 4.0 15 -7 7.6 -0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 4.0 49 -41 5.8 -2.0
SPVM Invesco S&P 500 Value with Momentum ETF 4.0 39 -31 7.6 -0.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.9 75 -67 7.2 -0.6
LIVR Intelligent Livermore ETF 3.9 69 -61 5.4 -2.4
AVUQ Avantis U.S. Quality ETF 3.8 15 -7 4.4 -3.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.8 59 -51 2.7 -5.1
PKW Invesco Buyback Achievers ETF 3.8 62 -54 7.1 -0.7
RGEF Rockefeller Global Equity ETF 3.7 55 -47 4.8 -3.0
LYLD Cambria Large Cap Shareholder Yield ETF 3.7 59 -51 9.4 +1.6
QTOP iShares Nasdaq Top 30 Stocks ETF 3.7 20 -12 4.1 -3.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.6 69 -61 -0.6 -8.4
NBDS Neuberger Berman Disrupters ETF 3.6 55 -47 0.7 -7.1
BOTZ Global X Robotics & Artificial Intelligence ETF 3.6 69 -61 2.4 -5.4
IGPT Invesco AI and Next Gen Software ETF 3.6 60 -52 4.3 -3.5
BELT iShares Long-Term U.S. Equity Active ETF 3.6 75 -67 3.0 -4.8
FDG American Century Focused Dynamic Growth ETF 3.5 45 -37 1.9 -5.8
EQRR ProShares Equities for Rising Rates ETF 3.5 35 -27 8.0 +0.2
FXG First Trust Consumer Staples AlphaDEX Fund 3.5 63 -55 8.5 +0.7
SPGP Invesco S&P 500 GARP ETF 3.5 34 -26 6.4 -1.4
LGRO Level Four Large Cap Growth Active ETF 3.5 55 -47 3.7 -4.1
ARKG ARK Genomic Revolution ETF 3.3 75 -67 -1.5 -9.2
BUZZ VanEck Social Sentiment ETF 3.3 75 -67 -0.4 -8.1
VEGN US Vegan Climate ETF 3.2 60 -52 4.5 -3.3
BLES Inspire Global Hope ETF 3.2 61 -53 6.8 -1.0
AVMV Avantis U.S. Mid Cap Value ETF 3.2 20 -12 8.6 +0.8
ABEQ Absolute Select Value ETF 3.2 85 -77 4.7 -3.1
RDVY First Trust Rising Dividend Achievers ETF 3.2 50 -42 6.8 -1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 3.2 20 -12 2.5 -5.3
GOP Unusual Whales Subversive Republican Trading ETF 3.2 50 -42 5.5 -2.3
ONEQ Fidelity Nasdaq Composite Index ETF 3.2 21 -13 3.7 -4.1
AVLV Avantis U.S. Large Cap Value ETF 3.2 15 -7 7.7 -0.1
MOTG VanEck Morningstar Global Wide Moat ETF 3.2 52 -44 7.7 -0.0
TAX Cambria Tax Aware ETF 3.1 49 -41 5.0 -2.8
RPG Invesco S&P 500 Pure Growth ETF 3.1 35 -27 3.2 -4.6
RCGE RockCreek Global Equality ETF 3.1 95 -87 6.7 -1.1
PY Principal Value ETF 3.0 15 -7 7.1 -0.6
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -39 5.3 -2.4
RJMG FT Raymond James Multicap Growth Equity ETF 2.9 85 -77 2.0 -5.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.9 39 -31 3.4 -4.4
GURU Global X Guru Index ETF 2.8 75 -67 3.0 -4.8
VFMO Vanguard U.S. Momentum Factor ETF 2.8 13 -5 3.0 -4.8
PDP Invesco Dorsey Wright Momentum ETF 2.8 62 -54 3.9 -3.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 -19 7.0 -0.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.7 40 -32 5.4 -2.4
IRET iREIT - MarketVector Quality REIT Index ETF 2.7 60 -52 7.0 -0.8
ACSI American Customer Satisfaction ETF 2.7 65 -57 4.7 -3.1
LOGO Alpha Brands Consumption Leaders ETF 2.7 69 -61 3.1 -4.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -57 2.1 -5.7
SYLD Cambria Shareholder Yield ETF 2.6 59 -51 11.6 +3.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -52 7.6 -0.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.6 60 -52 3.8 -3.9
VNSE Natixis Vaughan Nelson Select ETF 2.6 80 -72 4.6 -3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.5 55 -47 9.9 +2.2
FBOT Fidelity Disruptive Automation ETF 2.5 50 -42 3.6 -4.1
LEAD Siren DIVCON Leaders Dividend ETF 2.5 43 -35 4.2 -3.6
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 -12 9.4 +1.6
FTGS First Trust Growth Strength ETF 2.4 60 -52 5.0 -2.8
CZA Invesco Zacks Mid-Cap ETF 2.4 72 -64 6.5 -1.3
WDIV SPDR S&P Global Dividend ETF 2.3 40 -32 9.2 +1.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.3 85 -77 8.6 +0.8
SPMO Invesco S&P 500 Momentum ETF 2.3 13 -5 3.6 -4.2
VBR Vanguard Small Cap Value ETF 2.2 7 1 9.1 +1.3
RNIN Bushido Capital US SMID Cap Equity ETF 2.2 70 -62 10.3 +2.5
FIW First Trust Water ETF 2.2 53 -45 4.6 -3.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 31 -23 2.5 -5.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -56 2.2 -5.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.1 20 -12 4.6 -3.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 -7 4.7 -3.1
SMAP Amplify Small-Mid Cap Equity ETF 2.1 60 -52 5.5 -2.3
VB Vanguard Small-Cap ETF 2.1 5 3 6.1 -1.7
DIV Global X SuperDividend US ETF 2.1 45 -37 11.7 +4.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 -44 6.2 -1.6
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -91 3.9 -3.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.0 39 -31 11.6 +3.8
WCEO Hypatia Women CEO ETF 2.0 85 -77 3.7 -4.0
SURE AdvisorShares Insiders Advantage ETF 1.9 90 -82 9.5 +1.7
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -72 11.8 +4.0
OPTZ Optimize Strategy Index ETF 1.9 50 -42 4.6 -3.2
TMFX Motley Fool Next Index ETF 1.9 50 -42 2.6 -5.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 -37 2.7 -5.1
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 4 6.6 -1.2
TXS Texas Capital Texas Equity Index ETF 1.8 49 -41 5.6 -2.2
FMKT The Free Markets ETF 1.8 76 -68 1.6 -6.2
SPHB Invesco S&P 500 High Beta ETF 1.8 25 -17 4.6 -3.2
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -52 4.2 -3.5
MGRO VanEck Morningstar Wide Moat Growth ETF 1.8 49 -41 4.5 -3.3
FOVL iShares Focused Value Factor ETF 1.8 25 -17 10.7 +2.9
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -87 3.4 -4.4
ECML Euclidean Fundamental Value ETF 1.7 95 -87 11.1 +3.3
TMFM Motley Fool Mid-Cap Growth ETF 1.7 85 -77 2.6 -5.2
SFYF SoFi Social 50 ETF 1.7 29 -21 0.4 -7.4
IBOT Vaneck Robotics ETF 1.6 47 -39 4.3 -3.5
VAMO Cambria Value & Momentum ETF 1.6 61 -53 5.8 -2.0
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.5 65 -57 4.6 -3.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 4 6.1 -1.7
DON WisdomTree U.S. MidCap Dividend Fund 1.4 38 -30 8.7 +1.0
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -41 6.1 -1.7
MOO VanEck Agribusiness ETF 1.4 53 -45 10.3 +2.5
STXM Strive Mid-Cap ETF 1.3 18 -10 6.1 -1.6
CSMD Congress SMid Growth ETF 1.3 69 -61 3.9 -3.9
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -57 8.4 +0.6
ISCB iShares Morningstar Small-Cap ETF 1.1 4 4 6.2 -1.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -57 8.1 +0.3
NVIR Horizon Kinetics Energy and Remediation ETF 1.1 85 -77 6.8 -1.0
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -98 12.2 +4.4
FDLS Inspire Fidelis Multi Factor ETF 1.1 76 -68 5.1 -2.7
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 2 9.2 +1.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 -7 6.0 -1.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.1 47 -39 5.8 -2.0
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -87 2.9 -4.9
OCFS Otter Creek Focus Strategy ETF 1.0 85 -77 4.0 -3.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -52 6.8 -1.0
NIXT Research Affiliates Deletions ETF 1.0 9 -1 8.7 +0.9
TMFG Motley Fool Global Opportunities ETF 1.0 85 -77 3.9 -3.9
BUL Pacer US Cash Cows Growth ETF 1.0 60 -52 6.6 -1.2
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 -7 7.0 -0.8
SFYX SoFi Next 500 ETF 1.0 0 8 5.7 -2.1
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -67 0.5 -7.3
FPX First Trust US Equity Opportunities ETF 0.9 61 -53 1.0 -6.8
BOUT Innovator IBD Breakout Opportunities ETF 0.9 81 -73 2.7 -5.0
EZM WisdomTree U.S. MidCap Fund 0.9 38 -30 9.0 +1.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 -35 6.1 -1.7
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 -20 9.2 +1.4
VBK Vanguard Small-Cap Growth ETF 0.8 7 1 1.9 -5.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 -9 5.7 -2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 -17 7.8 +0.1
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -44 7.0 -0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -46 7.0 -0.8
SMMD iShares Russell 2500 ETF 0.8 15 -7 6.1 -1.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 -17 8.2 +0.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 -31 6.7 -1.1
DFAS Dimensional U.S. Small Cap ETF 0.7 26 -18 6.3 -1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.7 75 -67 5.3 -2.5
CSD Invesco S&P Spin-Off ETF 0.7 65 -57 4.4 -3.3
TINY ProShares Nanotechnology ETF 0.7 58 -50 5.1 -2.7
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 5.6 -2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.7 52 -44 6.3 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.7 7 1 6.0 -1.8
SNSR Global X Internet of Things ETF 0.7 68 -60 4.4 -3.3
DFSV Dimensional US Small Cap Value ETF 0.6 31 -23 9.9 +2.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 -52 7.4 -0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -52 7.3 -0.5
EVX VanEck Environmental Services ETF 0.5 55 -47 2.2 -5.6
QVAL Alpha Architect US Quantitative Value ETF 0.5 39 -31 9.7 +2.0
TMAT Main Thematic Innovation ETF 0.5 164 -156 -1.5 -9.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 -22 6.6 -1.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.4 60 -52 5.9 -1.9
COWS Amplify Cash Flow Dividend Leaders ETF 0.4 0 8 11.8 +4.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 2 2.9 -4.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 -17 9.6 +1.8
IBRN iShares Neuroscience and Healthcare ETF 0.4 47 -39 0.0 -7.8
IYJ iShares U.S. Industrials ETF 0.4 40 -32 4.6 -3.2
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -60 3.8 -3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -51 10.7 +2.9
PHO Invesco Water Resources ETF 0.4 60 -52 4.3 -3.5
PIO Invesco Global Water ETF 0.4 75 -67 4.2 -3.6
IVEG iShares Emergent Food and AgTech Multisector ETF 0.4 47 -39 9.2 +1.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -62 10.8 +3.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 -12 6.2 -1.6
RNMC First Trust Mid Cap US Equity Select ETF 0.3 60 -52 6.4 -1.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 -31 5.3 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.3 15 -7 5.9 -1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -87 0.5 -7.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -37 8.8 +1.1
MVPA Miller Value Partners Appreciation ETF 0.2 60 -52 9.3 +1.5
PRNT 3D Printing ETF 0.2 66 -58 1.3 -6.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 -10 3.7 -4.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.1 70 -62 2.8 -4.9
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -67 7.4 -0.4
IEDI iShares U.S. Consumer Focused ETF 0.1 18 -10 5.3 -2.5

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

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 25.3 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 7.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.56 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.