Consumer Discretionary Select Sector SPDR Fund
ALTAR
Score™		 4.4% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 29.1x P/Sales
ratio		 2.8x
P/BV
ratio		 8.0x Div.
yield		 0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Consumer Discretionary sector. Component industries include Autos & Components; Durables & Apparel; Consumer Services and Retailing. 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) $24,561
Currency USD
Expense ratio 9 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 50
Wgt avg mkt cap (mns) $748,902
Large cap (>$10bn) 98.2%
Mid cap ($2-10bn) 1.8%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
AMAZON.COM INC 22.2 %
TESLA MOTORS INC 17.5 %
HOME DEPOT INC 7.8 %
BOOKING HOLDINGS INC. 4.4 %
MCDONALD'S CORP 3.9 %
LOWE'S COS INC 3.9 %
TJX COMPANIES INC 3.5 %
STARBUCKS CORP 2.9 %
NIKE INC -CL B 2.4 %
CHIPOTLE MEXICAN GRILL-CL A 2.1 %
Total 70.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.7 %
SWITZERLAND 0.8 %
IRELAND 0.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
25.1% 32.8% 13.7% 13.3% 9.9%

Market Correlations
versus... Beta R-squared
S&P500 1.26 74%
MSCI EAFE 0.96 42%
MSCI Emg. Mkts. 0.78 28%

Technical Indicators
Recent close $232.80
30d moving avg. $198.45
Annualized volatility 25.8%
Short interest (ETF) 3.9%
Short interest (Underlying) 2.4%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 3,057
Turnover 2.9%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $38,942

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 716 potential alternatives to the Consumer Discretionary Select Sector SPDR Fund ETF based on the alternatives' overlap in portfolio holdings with XLY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLY Expense: 9 bp ALTAR Score™: 4.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLY
Ticker Fund
Name		 Overlap1
vs XLY
(%)		 Expense
ratio
(bp)		 Savings
vs XLY
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLY
(%)
VCR Vanguard Consumer Discretionary ETF 79.1 10 -1 4.1 -0.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 78.0 8 1 4.2 -0.2
RXI iShares Global Consumer Discretionary ETF 62.6 41 -32 5.0 +0.6
IYC iShares U.S. Consumer Discretionary ETF 60.6 40 -31 3.2 -1.2
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 49.0 40 -31 3.7 -0.7
IEDI iShares U.S. Consumer Focused ETF 44.2 18 -9 4.7 +0.3
RTH VanEck Retail ETF 42.5 35 -26 5.8 +1.4
MILN Global X Millennial Consumer ETF 23.3 50 -41 2.5 -1.9
ONLN ProShares Online Retail ETF 23.0 58 -49 3.2 -1.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 22.1 60 -51 5.0 +0.7
FXD First Trust Consumer Discretionary AlphaDEX Fund 20.6 61 -52 5.8 +1.4
SFYF SoFi Social 50 ETF 20.2 29 -20 -2.1 -6.5
EMOT First Trust S&P 500 Economic Moat ETF 19.4 60 -51 6.6 +2.2
RPG Invesco S&P 500 Pure Growth ETF 17.9 35 -26 3.3 -1.0
BPTRX Baron Partners Retail 17.5 75 -66 3.1 -1.2
FDG American Century Focused Dynamic Growth ETF 16.9 45 -36 2.5 -1.8
MGK Vanguard Mega Cap Growth ETF 16.9 7 2 4.1 -0.2
BUYZ Franklin Disruptive Commerce ETF 16.7 50 -41 1.8 -2.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 16.6 56 -47 1.1 -3.3
ARKQ ARK Autonomous Technology & Robotics ETF 16.6 75 -66 2.3 -2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 16.6 60 -51 4.8 +0.5
ARKK ARK Innovation ETF 16.1 75 -66 -3.0 -7.3
RND First Trust Bloomberg R&D Leaders ETF 16.0 60 -51 3.4 -1.0
FDN First Trust Dow Jones Internet Index Fund 15.9 52 -43 3.0 -1.4
BTHM BlackRock Future U.S. Themes ETF 15.8 60 -51 4.1 -0.3
FDND FT Vest Dow Jones Internet & Target Income ETF 15.8 75 -66 2.7 -1.6
PNQI Invesco NASDAQ Internet ETF 15.3 60 -51 2.1 -2.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 15.2 60 -51 4.4 +0.0
IWY iShares Russell Top 200 Growth ETF 15.2 20 -11 4.5 +0.1
FBCG Fidelity Blue Chip Growth ETF 15.0 59 -50 2.7 -1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 14.9 49 -40 5.3 +0.9
VOOG Vanguard S&P 500 Growth ETF 14.9 10 -1 4.4 +0.1
IVW iShares S&P 500 Growth ETF 14.9 18 -9 4.4 -0.0
SPYG SPDR Portfolio S&P 500 Growth ETF 14.9 4 5 4.5 +0.1
VUG Vanguard Growth ETF 14.8 4 5 3.9 -0.5
FTXR First Trust Nasdaq Transportation ETF 14.7 60 -51 6.6 +2.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14.5 19 -10 6.1 +1.7
ILCG iShares Morningstar Growth ETF 14.5 4 5 3.8 -0.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 14.5 48 -39 5.8 +1.5
IWF iShares Russell 1000 Growth ETF 14.3 19 -10 4.3 -0.1
VONG Vanguard Russell 1000 Growth ETF 14.3 8 1 4.4 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 14.3 9 0 5.2 +0.8
QGRW WisdomTree U.S. Quality Growth Fund 14.2 28 -19 4.5 +0.2
IUSG iShares Core S&P U.S. Growth ETF 14.1 4 5 4.5 +0.1
TMFC Motley Fool 100 Index ETF 14.0 50 -41 3.5 -0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 13.9 45 -36 4.5 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 13.7 32 -23 4.7 +0.3
DIA SPDR Dow Jones Industrial Average ETF Trust 13.7 16 -7 5.1 +0.8
VIRS Pacer BioThreat Strategy ETF 13.7 70 -61 5.9 +1.5
BGRO iShares Large Cap Growth Active ETF 13.4 55 -46 3.4 -1.0
NULG Nuveen ESG Large-Cap Growth ETF 13.3 26 -17 4.0 -0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 13.3 14 -5 5.8 +1.5
QQQ Invesco QQQ Trust Series I 13.2 20 -11 4.4 -0.0
QQQM Invesco NASDAQ 100 ETF 13.2 15 -6 4.4 +0.0
ACSI American Customer Satisfaction ETF 13.2 65 -56 4.3 -0.1
JGRO JPMorgan Active Growth ETF 13.1 44 -35 3.4 -1.0
GBUY Goldman Sachs Future Consumer Equity ETF 12.9 75 -66 3.2 -1.2
LGRO Level Four Large Cap Growth Active ETF 12.9 55 -46 3.9 -0.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 12.7 58 -49 -2.9 -7.3
ITB iShares U.S. Home Construction ETF 12.7 40 -31 10.6 +6.2
BTECX Baron Technology 12.7 75 -66 2.3 -2.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 12.6 60 -51 6.1 +1.8
SPMO Invesco S&P 500 Momentum ETF 12.5 13 -4 3.7 -0.7
LUXX Roundhill S&P Global Luxury ETF 12.4 45 -36 2.4 -2.0
QTOP iShares Nasdaq Top 30 Stocks ETF 12.4 20 -11 4.5 +0.1
SMOG VanEck Low Carbon Energy ETF 12.4 61 -52 2.2 -2.2
RWL Invesco S&P 500 Revenue ETF 12.3 39 -30 6.7 +2.3
EDOW First Trust Dow 30 Equal Weight ETF 12.3 50 -41 4.8 +0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 12.3 12 -3 4.3 -0.1
FELG Fidelity Enhanced Large Cap Growth ETF 12.3 18 -9 4.4 +0.0
SSPY Syntax Stratified LargeCap ETF 12.3 30 -21 6.2 +1.8
PKW Invesco Buyback Achievers ETF 12.2 62 -53 6.3 +1.9
SCHG Schwab U.S. Large-Cap Growth ETF 12.2 4 5 3.9 -0.4
GQQQ Astoria US Quality Growth Kings ETF 12.2 35 -26 5.1 +0.7
VUSE Vident U.S. Equity Strategy ETF 12.2 50 -41 4.3 -0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 12.1 8 1 4.8 +0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 12.1 18 -9 4.3 -0.1
JPEF JPMorgan Equity Focus ETF 12.1 50 -41 3.9 -0.5
TOPT iShares Top 20 U.S. Stocks ETF 12.0 20 -11 4.1 -0.2
BFTHX Baron Fifth Avenue Growth Retail 12.0 75 -66 1.5 -2.9
XLG Invesco S&P 500 Top 50 ETF 11.9 20 -11 4.4 -0.0
OEF iShares S&P 100 ETF 11.9 20 -11 4.6 +0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 11.9 50 -41 4.1 -0.3
XVV iShares ESG Screened S&P 500 ETF 11.8 8 1 4.8 +0.4
THRO iShares U.S. Thematic Rotation Active ETF 11.7 90 -81 3.8 -0.6
CAML Congress Large Cap Growth ETF 11.6 66 -57 2.9 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 11.6 9 0 4.9 +0.6
STXG Strive 1000 Growth ETF 11.6 18 -9 3.9 -0.5
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 11.6 61 -52 2.7 -1.7
GSPY Gotham Enhanced 500 ETF 11.5 50 -41 5.0 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 11.4 21 -12 3.7 -0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 11.4 30 -21 4.6 +0.3
GLBL Pacer MSCI World Industry Advantage ETF 11.3 65 -56 4.5 +0.1
BEDZ AdvisorShares Hotel ETF 11.3 100 -91 1.6 -2.8
ARKW ARK Next Generation Internet ETF 11.2 87 -78 -0.7 -5.0
MGC Vanguard Mega Cap ETF 11.2 7 2 4.7 +0.4
SPXV ProShares S&P 500 Ex-Health Care ETF 11.2 9 0 4.6 +0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 11.1 75 -66 3.1 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 11.1 15 -6 5.6 +1.2
IBUY Amplify Online Retail ETF 11.1 65 -56 1.3 -3.0
XNTK SPDR NYSE Technology ETF 11.1 35 -26 4.0 -0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 11.0 20 -11 4.7 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.0 9 0 5.3 +0.9
ESGV Vanguard ESG U.S. Stock ETF 11.0 9 0 4.7 +0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.9 7 2 4.8 +0.5
IWL iShares Russell Top 200 ETF 10.9 15 -6 4.6 +0.2
HOMZ Hoya Capital Housing ETF 10.9 30 -21 6.9 +2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.9 7 2 7.4 +3.0
XHB SPDR S&P Homebuilders ETF 10.8 35 -26 9.8 +5.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.8 10 -1 4.6 +0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 10.8 15 -6 4.6 +0.2
QUAL iShares MSCI USA Quality Factor ETF 10.8 15 -6 5.2 +0.8
VOO Vanguard S&P 500 ETF 10.7 3 6 4.9 +0.5
IVV iShares Core S&P 500 ETF 10.7 3 6 4.9 +0.6
SPLG SPDR Portfolio S&P 500 ETF 10.7 2 7 4.9 +0.6
SPY SPDR S&P 500 ETF Trust 10.7 9 -0 4.8 +0.5
CATH Global X S&P 500 Catholic Values Custom ETF 10.7 29 -20 4.8 +0.4
PCGG Polen Capital Global Growth ETF 10.7 85 -76 3.3 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.7 29 -20 4.2 -0.2
EQWL Invesco S&P 100 Equal Weight ETF 10.7 25 -16 6.2 +1.8
ADME Aptus Drawdown Managed Equity ETF 10.6 79 -70 4.0 -0.4
OALC OneAscent Large Cap Core ETF 10.6 86 -77 4.2 -0.2
BUZZ VanEck Social Sentiment ETF 10.5 75 -66 1.1 -3.3
BIOPX Baron Opportunity Retail 10.5 75 -66 1.0 -3.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.5 20 -11 6.2 +1.9
VV Vanguard Large-Cap ETF 10.5 4 5 4.8 +0.4
MBCC Monarch Blue Chips Core ETF 10.5 125 -116 3.3 -1.1
STRV Strive 500 ETF 10.4 5 4 4.8 +0.4
AVLV Avantis U.S. Large Cap Value ETF 10.4 15 -6 7.0 +2.7
RVRB Reverb ETF 10.3 30 -21 4.5 +0.2
VSLU Applied Finance Valuation Large Cap ETF 10.3 49 -40 5.4 +1.1
PBUS Invesco MSCI USA ETF 10.3 4 5 4.8 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 10.3 10 -1 5.1 +0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 10.3 10 -1 4.3 -0.1
FDLO Fidelity Low Volatility Factor ETF 10.3 15 -6 5.2 +0.8
IUS Invesco RAFI Strategic US ETF 10.2 19 -10 6.7 +2.3
MODL VictoryShares WestEnd U.S. Sector ETF 10.2 42 -33 4.6 +0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 10.2 75 -66 4.5 +0.1
ILCB iShares Morningstar U.S. Equity ETF 10.2 3 6 4.8 +0.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 10.2 5 4 7.2 +2.8
SPXE ProShares S&P 500 Ex-Energy ETF 10.2 9 0 4.8 +0.4
RSP Invesco S&P 500 Equal Weight ETF 10.1 20 -11 6.0 +1.6
QQMG Invesco ESG NASDAQ 100 ETF 10.1 20 -11 4.6 +0.2
TIME Clockwise Core Equity & Innovation ETF 10.1 95 -86 2.4 -1.9
SHE SPDR MSCI USA Gender Diversity ETF 10.1 20 -11 4.9 +0.5
ACVF American Conservative Values ETF 10.1 75 -66 4.1 -0.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 10.1 20 -11 5.1 +0.7
YALL God Bless America ETF 10.0 65 -56 3.2 -1.2
SCHX Schwab U.S. Large-Cap ETF 10.0 3 6 4.8 +0.5
CGGR Capital Group Growth ETF 10.0 39 -30 3.1 -1.2
TTAC FCF US Quality ETF 10.0 59 -50 5.7 +1.4
MVPS Amplify Thematic All-Stars ETF 10.0 49 -40 2.7 -1.6
JGLO JPMorgan Global Select Equity ETF 9.9 33 -24 4.4 +0.0
DFVX Dimensional US Large Cap Vector ETF 9.9 22 -13 6.0 +1.7
VONE Vanguard Russell 1000 ETF 9.8 8 1 4.8 +0.4
IWB iShares Russell 1000 ETF 9.8 15 -6 4.7 +0.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.8 3 6 5.0 +0.6
ISHP First Trust Nasdaq Retail ETF 9.8 60 -51 2.8 -1.6
DFUS Dimensional U.S. Equity ETF 9.8 9 0 4.7 +0.4
SCHK Schwab 1000 Index ETF 9.8 5 4 4.9 +0.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.8 75 -66 6.5 +2.2
LRGF iShares U.S. Equity Factor ETF 9.7 8 1 5.5 +1.1
IYY iShares Dow Jones U.S. ETF 9.7 20 -11 4.7 +0.3
RNEW VanEck Green Infrastructure ETF 9.7 45 -36 -1.5 -5.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 9.7 15 -6 4.6 +0.2
DUHP Dimensional US High Profitability ETF 9.7 21 -12 6.3 +1.9
NACP Impact Shares NAACP Minority Empowerment ETF 9.7 49 -40 4.9 +0.5
INCE Franklin Income Equity Focus ETF 9.6 29 -20 5.6 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 9.6 58 -49 4.3 -0.0
VOTE TCW Transform 500 ETF 9.6 5 4 4.8 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.6 7 2 4.8 +0.4
SPHB Invesco S&P 500 High Beta ETF 9.6 25 -16 4.6 +0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 9.5 12 -3 4.4 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.5 2 7 4.9 +0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 9.5 15 -6 4.8 +0.4
ESGU iShares ESG Aware MSCI USA ETF 9.4 15 -6 4.9 +0.6
AVSU Avantis Responsible U.S. Equity ETF 9.4 15 -6 5.9 +1.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.4 30 -21 7.9 +3.5
BKLC BNY Mellon US Large Cap Core Equity ETF 9.4 0 9 4.9 +0.5
VTI Vanguard Total Stock Market ETF 9.4 3 6 4.6 +0.3
EBIZ Global X E-Commerce ETF 9.4 50 -41 1.9 -2.5
XRT SPDR S&P Retail ETF 9.4 35 -26 9.7 +5.3
FSST Fidelity Sustainable U.S. Equity ETF 9.4 59 -50 2.3 -2.1
IWV iShares Russell 3000 ETF 9.3 20 -11 4.5 +0.2
SCHB Schwab U.S. Broad Market ETF 9.3 3 6 4.8 +0.4
VTHR Vanguard Russell 3000 ETF 9.3 10 -1 4.6 +0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 9.3 36 -27 4.5 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.3 20 -11 4.8 +0.4
DSI iShares MSCI KLD 400 Social ETF 9.3 25 -16 5.0 +0.6
DFAU Dimensional US Core Equity Market ETF 9.3 12 -3 4.9 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.3 3 6 4.7 +0.3
SPGP Invesco S&P 500 GARP ETF 9.2 34 -25 7.8 +3.5
NANC Unusual Whales Subversive Democratic Trading ETF 9.2 75 -66 3.7 -0.6
USMC Principal U.S. Mega-Cap ETF 9.2 12 -3 4.3 -0.0
FVAL Fidelity Value Factor ETF 9.1 15 -6 6.9 +2.5
GGRW Gabelli Growth Innovators ETF 9.1 90 -81 2.5 -1.9
LCLG Logan Capital Broad Innovative Growth ETF 9.1 99 -90 4.2 -0.2
BFGFX Baron Focused Growth Retail 9.1 75 -66 2.9 -1.5
RFFC ALPS Active Equity Opportunity ETF 9.1 48 -39 4.2 -0.1
ROE Astoria US Quality Kings ETF 9.1 49 -40 7.1 +2.7
FLQL Franklin LibertyQ U.S. Equity ETF 9.1 15 -6 5.7 +1.4
EV Mast Global Battery Recycling & Production ETF 9.0 65 -56 12.1 +7.7
DFSU Dimensional US Sustainability Core 1 ETF 9.0 18 -9 5.3 +0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.0 10 -1 5.0 +0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.0 11 -2 4.8 +0.4
SFY SoFi Select 500 ETF 9.0 0 9 4.4 +0.1
ITAN Sparkline Intangible Value ETF 8.9 50 -41 5.8 +1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.9 35 -26 4.4 +0.0
CARZ First Trust NASDAQ Global Auto Index Fund 8.9 70 -61 3.7 -0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 8.9 20 -11 6.7 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 8.9 14 -5 4.9 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 8.8 59 -50 2.4 -2.0
JQUA JPMorgan U.S. Quality Factor ETF 8.8 12 -3 5.6 +1.3
JHML John Hancock Multifactor Large Cap ETF 8.8 29 -20 5.2 +0.8
FDWM Fidelity Women's Leadership ETF 8.8 59 -50 4.5 +0.1
KRMA Global X Conscious Companies ETF 8.8 43 -34 5.6 +1.2
EQUL IQ Engender Equality ETF 8.8 45 -36 5.5 +1.2
NTZG Nuveen Global Net Zero Transition ETF 8.7 56 -47 4.6 +0.3
IETC iShares U.S. Tech Independence Focused ETF 8.7 18 -9 4.3 -0.1
WRND IQ Global Equity R&D Leaders ETF 8.7 18 -9 7.2 +2.9
APUE ActivePassive U.S. Equity ETF 8.7 45 -36 4.5 +0.2
HLGE Hartford Longevity Economy ETF 8.6 44 -35 5.8 +1.4
AVUS Avantis U.S. Equity ETF 8.6 15 -6 5.5 +1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.6 15 -6 7.2 +2.9
FEX First Trust Large Cap Core AlphaDEX Fund 8.5 59 -50 5.5 +1.1
VOT Vanguard Mid-Cap Growth ETF 8.5 7 2 3.3 -1.1
IDRV iShares Self-driving EV & Tech ETF 8.5 47 -38 -0.5 -4.9
EPS WisdomTree U.S. LargeCap Fund 8.5 8 1 5.7 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 8.4 59 -50 3.4 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.4 75 -66 4.2 -0.2
GLOF iShares Global Equity Factor ETF 8.2 20 -11 5.8 +1.5
BUL Pacer US Cash Cows Growth ETF 8.2 60 -51 7.3 +2.9
DEUS Xtrackers Russell US Multifactor ETF 8.2 17 -8 6.8 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 8.2 6 3 3.9 -0.5
DARP Grizzle Growth ETF 8.2 75 -66 3.3 -1.1
FQAL Fidelity Quality Factor ETF 8.2 15 -6 5.8 +1.4
CACG ClearBridge All Cap Growth ESG ETF 8.1 54 -45 3.6 -0.7
FDMO Fidelity Momentum Factor ETF 8.1 15 -6 3.9 -0.5
QLTY GMO U.S. Quality ETF 8.1 50 -41 4.3 -0.0
VEGN US Vegan Climate ETF 8.1 60 -51 4.4 0.0
TOK iShares MSCI Kokusai ETF 8.1 26 -17 4.9 +0.5
JEPI JPMorgan Equity Premium Income ETF 8.0 35 -26 5.1 +0.7
IOO iShares Global 100 ETF 7.9 41 -32 4.7 +0.3
PEJ Invesco Leisure and Entertainment ETF 7.9 58 -49 0.9 -3.5
DGRW WisdomTree US Quality Dividend Growth Fund 7.9 28 -19 6.0 +1.6
JOET Virtus Terranova US Quality Momentum ETF 7.9 29 -20 4.6 +0.2
QLC FlexShares US Quality Large Cap Index Fund 7.9 25 -16 5.3 +0.9
DCOR Dimensional US Core Equity 1 ETF 7.9 14 -5 5.2 +0.8
AFLG First Trust Active Factor Large Cap ETF 7.9 55 -46 5.7 +1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 7.9 9 0 4.8 +0.4
USXF iShares ESG Advanced MSCI USA ETF 7.8 10 -1 4.9 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 7.8 39 -30 7.5 +3.1
CFA VictoryShares US 500 Volatility Wtd ETF 7.8 35 -26 5.5 +1.2
IMCB iShares Morningstar Mid-Cap ETF 7.8 4 5 5.6 +1.2
ACES ALPS Clean Energy ETF 7.8 55 -46 -4.3 -8.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.8 40 -31 5.5 +1.1
VNSE Natixis Vaughan Nelson Select ETF 7.7 80 -71 3.1 -1.2
FTGS First Trust Growth Strength ETF 7.7 60 -51 5.3 +1.0
SDEP SFP Core Equity Strategy 7.7 10 -1 6.2 +1.9
SURE AdvisorShares Insiders Advantage ETF 7.7 90 -81 9.2 +4.8
FNDX Schwab Fundamental US Large Co. Index ETF 7.7 25 -16 6.7 +2.4
VFQY Vanguard U.S. Quality Factor ETF 7.7 13 -4 7.2 +2.9
URTH iShares MSCI World ETF 7.6 24 -15 5.0 +0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 7.6 11 -2 4.7 +0.4
FLRG Fidelity U.S. Multifactor ETF 7.6 15 -6 7.3 +2.9
FDRR Fidelity Dividend ETF for Rising Rates 7.6 15 -6 7.3 +2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.6 9 0 5.7 +1.3
FELC Fidelity Enhanced Large Cap Core ETF 7.6 18 -9 5.2 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.6 25 -16 5.5 +1.1
QGRO American Century U.S. Quality Growth ETF 7.5 29 -20 4.3 -0.0
CHGX AXS Change Finance ESG ETF 7.5 49 -40 5.1 +0.8
MAGA Point Bridge America First ETF 7.5 72 -63 5.9 +1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 7.5 42 -33 4.9 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 7.4 59 -50 8.2 +3.9
AOTG AOT Growth and Innovation ETF 7.4 75 -66 3.0 -1.3
STXD Strive 1000 Dividend Growth ETF 7.4 35 -26 5.1 +0.8
AIQ Global X Artificial Intelligence & Technology ETF 7.4 68 -59 3.6 -0.7
DRIV Global X Autonomous & Electric Vehicles ETF 7.4 68 -59 5.3 +1.0
SCHV Schwab U.S. Large-Cap Value ETF 7.4 4 5 6.4 +2.0
EATZ AdvisorShares Restaurant ETF 7.4 101 -92 3.1 -1.2
IMCV iShares Morningstar Mid-Cap Value ETF 7.4 6 3 7.5 +3.2
EUSA iShares MSCI USA Equal Weighted ETF 7.3 9 0 5.6 +1.2
LVOL American Century Low Volatility ETF 7.3 29 -20 4.8 +0.5
SIZE iShares MSCI USA Size Factor ETF 7.3 15 -6 5.5 +1.1
PSET Principal Quality ETF 7.3 15 -6 5.2 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 7.3 9 0 5.1 +0.7
SMRI Bushido Capital US Equity ETF 7.2 71 -62 7.7 +3.3
VLU SPDR S&P 1500 Value Tilt ETF 7.2 12 -3 6.6 +2.2
DIVL Madison Dividend Value ETF 7.2 65 -56 5.7 +1.3
KLMT Invesco MSCI Global Climate 500 ETF 7.2 10 -1 5.3 +0.9
RECS Columbia Research Enhanced Core ETF 7.2 15 -6 5.3 +1.0
FNDB Schwab Fundamental US Broad Market Index ETF 7.2 25 -16 6.7 +2.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 7.2 39 -30 -1.6 -6.0
BKWO BNY Mellon Women's Opportunities ETF 7.1 50 -41 3.9 -0.5
LRGC AB US Large Cap Strategic Equities ETF 7.1 48 -39 4.5 +0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.1 25 -16 5.1 +0.7
TMFG Motley Fool Global Opportunities ETF 7.1 85 -76 3.2 -1.2
SNPE Xtrackers S&P 500 ESG ETF 7.1 10 -1 5.0 +0.6
SPRX Spear Alpha ETF 7.1 75 -66 0.1 -4.3
RAFE PIMCO RAFI ESG U.S. ETF 7.1 29 -20 7.0 +2.7
VLUE iShares MSCI USA Value Factor ETF 7.0 15 -6 10.1 +5.7
PRF Invesco FTSE RAFI US 1000 ETF 7.0 39 -30 6.7 +2.3
SUSA iShares MSCI USA ESG Select ETF 7.0 25 -16 5.0 +0.6
LCF Touchstone US Large Cap Focused ETF 7.0 69 -60 4.0 -0.4
OGIG ALPS O'Shares Global Internet Giants ETF 7.0 48 -39 1.8 -2.6
INRO iShares U.S. Industry Rotation Active ETF 7.0 42 -33 4.5 +0.2
BGIG Bahl & Gaynor Income Growth ETF 7.0 45 -36 4.9 +0.6
DUSA Davis Select U.S. Equity ETF 7.0 61 -52 6.9 +2.6
HLAL Wahed FTSE USA Shariah ETF 6.9 50 -41 4.7 +0.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 6.9 106 -97 3.5 -0.9
BDAIX Baron Durable Advantage 6.9 75 -66 3.7 -0.7
VO Vanguard Mid-Cap ETF 6.9 4 5 5.2 +0.9
IWP iShares Russell Mid-Cap Growth ETF 6.9 23 -14 3.0 -1.4
ACWI iShares MSCI ACWI ETF 6.9 32 -23 5.1 +0.8
NULC Nuveen ESG Large-Cap ETF 6.9 21 -12 5.2 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.9 12 -3 4.7 +0.3
CCSO Carbon Collective Climate Solutions US Equity ETF 6.9 35 -26 1.8 -2.6
PWB Invesco Large Cap Growth ETF 6.9 56 -47 3.1 -1.2
SCHD Schwab US Dividend Equity ETF 6.8 6 3 9.3 +4.9
GDEF Goldman Sachs Defensive Equity ETF 6.8 55 -46 4.6 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.8 29 -20 6.2 +1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.8 20 -11 5.0 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 6.8 12 -3 4.4 +0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 6.7 35 -26 5.0 +0.6
PTL Inspire 500 ETF 6.6 9 0 5.5 +1.1
SPVU Invesco S&P 500 Enhanced Value ETF 6.6 13 -4 8.9 +4.6
MGRO VanEck Morningstar Wide Moat Growth ETF 6.6 49 -40 4.5 +0.1
HDUS Hartford Disciplined US Equity ETF 6.6 19 -10 5.8 +1.5
SXQG ETC 6 Meridian Quality Growth ETF 6.6 100 -91 3.9 -0.4
SPVM Invesco S&P 500 Value with Momentum ETF 6.6 39 -30 7.8 +3.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.6 80 -71 5.6 +1.3
DGT SPDR Global Dow ETF 6.5 50 -41 6.6 +2.2
OPTZ Optimize Strategy Index ETF 6.5 50 -41 2.7 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.5 9 0 5.2 +0.9
HAIL SPDR S&P Kensho Smart Mobility ETF 6.5 45 -36 -1.8 -6.1
RAYD Rayliant Quantitative Developed Market Equity ETF 6.5 80 -71 3.7 -0.6
DFAC Dimensional U.S. Core Equity 2 ETF 6.4 17 -8 5.2 +0.9
AWAY ETFMG Travel Tech ETF 6.4 76 -67 -4.9 -9.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.4 20 -11 7.5 +3.1
CCMG CCM Global Equity ETF 6.3 34 -25 7.5 +3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.3 65 -56 2.6 -1.8
ULVM VictoryShares US Value Momentum ETF 6.3 20 -11 7.0 +2.6
VYM Vanguard High Dividend Yield Index ETF 6.3 6 3 6.7 +2.4
SWP SWP Growth & Income ETF 6.3 99 -90 4.1 -0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.3 50 -41 7.7 +3.3
CGUS Capital Group Core Equity ETF 6.2 33 -24 4.3 -0.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 6.2 45 -36 5.5 +1.2
IWR iShares Russell Midcap ETF 6.2 19 -10 5.3 +0.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.2 52 -43 5.0 +0.7
ETEC iShares Breakthrough Environmental Solutions ETF 6.1 47 -38 7.9 +3.5
JHMM John Hancock Multifactor Mid Cap ETF 6.1 42 -33 6.0 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.1 58 -49 5.0 +0.6
VT Vanguard Total World Stock ETF 6.1 7 2 5.4 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 6.1 75 -66 4.8 +0.4
DVND Touchstone Dividend Select ETF 6.1 67 -58 5.6 +1.3
ILCV iShares Morningstar Value ETF 6.1 4 5 6.1 +1.8
DGRO iShares Core Dividend Growth ETF 6.0 8 1 6.3 +1.9
GK AdvisorShares Gerber Kawasaki ETF 6.0 75 -66 3.2 -1.2
SPMV Invesco S&P 500 Minimum Variance ETF 6.0 10 -1 5.4 +1.0
BATT Amplify Lithium & Battery Technology ETF 5.9 59 -50 -0.3 -4.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.9 56 -47 5.8 +1.4
LIT Global X Lithium & Battery Tech ETF 5.9 75 -66 9.4 +5.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.9 12 -3 5.3 +0.9
BLCR iShares Large Cap Core Active ETF 5.9 36 -27 4.3 -0.0
INEQ Columbia International Equity Income ETF 5.9 45 -36 9.8 +5.4
VIG Vanguard Dividend Appreciation ETF 5.8 6 3 5.5 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 5.8 28 -19 5.7 +1.3
QDF FlexShares Quality Dividend Index Fund 5.8 37 -28 4.1 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 5.8 23 -14 5.8 +1.4
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 5.7 72 -63 1.0 -3.4
DIVB iShares Core Dividend ETF 5.7 5 4 7.4 +3.1
WISE Themes Generative Artificial Intelligence ETF 5.7 35 -26 0.4 -4.0
MVAL VanEck Morningstar Wide Moat Value ETF 5.7 49 -40 6.4 +2.0
JAVA JPMorgan Active Value ETF 5.7 44 -35 5.7 +1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.7 70 -61 4.3 -0.0
PY Principal Value ETF 5.7 15 -6 7.0 +2.6
WTV WisdomTree US Value Fund of Benef Interest 5.7 12 -3 8.8 +4.5
QUS SPDR MSCI USA StrategicFactors ETF 5.7 15 -6 5.7 +1.3
IWS iShares Russell Mid-Cap Value ETF 5.7 23 -14 6.2 +1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 -20 5.2 +0.8
ROUS Hartford Multifactor US Equity ETF 5.6 19 -10 6.5 +2.1
TXS Texas Capital Texas Equity Index ETF 5.6 49 -40 4.7 +0.4
CRUZ Defiance Hotel Airline and Cruise ETF 5.6 45 -36 -4.3 -8.7
JGRW Jensen Quality Growth ETF 5.6 57 -48 4.7 +0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 5.6 37 -28 3.8 -0.6
SPHQ Invesco S&P 500 Quality ETF 5.6 15 -6 5.6 +1.2
EQRR ProShares Equities for Rising Rates ETF 5.6 35 -26 8.0 +3.6
SRHQ SRH U.S. Quality ETF 5.6 35 -26 7.5 +3.1
POWA Invesco Bloomberg Pricing Power ETF 5.5 40 -31 4.5 +0.2
AIEQ AI Powered Equity ETF 5.5 75 -66 4.4 +0.0
STXV Strive 1000 Value ETF 5.5 18 -9 7.5 +3.2
SNPV Xtrackers S&P 500 Value ESG ETF 5.5 15 -6 6.3 +2.0
RVER Trenchless Fund ETF 5.5 65 -56 1.2 -3.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.5 52 -43 5.1 +0.8
EVUS iShares ESG Aware MSCI USA Value ETF 5.5 18 -9 6.4 +2.1
JVAL JPMorgan U.S. Value Factor ETF 5.4 12 -3 7.6 +3.2
CRTC Xtrackers US National Critical Technologies ETF 5.4 35 -26 5.0 +0.6
FPAG FPA Global Equity ETF 5.4 49 -40 5.3 +0.9
FTCS First Trust Capital Strength ETF 5.4 55 -46 5.7 +1.4
GURU Global X Guru Index ETF 5.4 75 -66 1.6 -2.8
VALQ American Century U.S. Quality Value ETF 5.4 29 -20 7.3 +2.9
BDIV AAM Brentview Dividend Growth ETF 5.4 49 -40 4.3 -0.0
VOE Vanguard Mid-Cap Value ETF 5.4 7 2 6.9 +2.5
USMV iShares MSCI USA Min Vol Factor ETF 5.4 15 -6 5.6 +1.2
FDCF Fidelity Disruptive Communications ETF 5.3 50 -41 2.4 -1.9
LUX Tema Luxury ETF 5.3 75 -66 3.0 -1.4
DTD WisdomTree U.S. Total Dividend Fund 5.3 28 -19 5.9 +1.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.3 49 -40 4.4 +0.1
ERTH Invesco MSCI Sustainable Future ETF 5.2 62 -53 3.4 -1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.2 64 -55 1.8 -2.6
NUDV Nuveen ESG Dividend ETF 5.2 26 -17 7.0 +2.6
VOOV Vanguard S&P 500 Value ETF 5.2 10 -1 6.3 +1.9
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 -13 3.7 -0.7
IVE iShares S&P 500 Value ETF 5.2 18 -9 6.2 +1.9
SPYV SPDR Portfolio S&P 500 Value ETF 5.2 4 5 6.4 +2.0
VFMF Vanguard U.S. Multifactor ETF 5.2 18 -9 8.4 +4.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.2 18 -9 5.6 +1.2
GINN Goldman Sachs Innovate Equity ETF 5.2 52 -43 2.6 -1.7
CGDV Capital Group Dividend Value ETF 5.1 33 -24 5.5 +1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.1 10 -1 5.2 +0.8
FFND Future Fund Active ETF 5.0 100 -91 -0.7 -5.1
FFLC Fidelity Fundamental Large Cap Core ETF 5.0 38 -29 4.7 +0.3
BEEZ Honeytree U.S. Equity ETF 5.0 64 -55 4.6 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 -4 4.9 +0.6
ICAP InfraCap Equity Income Fund ETF 5.0 171 -162 5.7 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.0 18 -9 7.2 +2.8
FMIL Fidelity New Millennium ETF 5.0 59 -50 4.7 +0.3
BLCV iShares Large Cap Value Active ETF 4.9 53 -44 7.8 +3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 4.9 12 -3 6.2 +1.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 4.9 69 -60 -0.7 -5.0
VONV Vanguard Russell 1000 Value ETF 4.9 8 1 6.2 +1.8
IWD iShares Russell 1000 Value ETF 4.9 19 -10 6.1 +1.7
VFMO Vanguard U.S. Momentum Factor ETF 4.9 13 -4 2.1 -2.3
IUSV iShares Core S&P US Value ETF 4.8 4 5 6.4 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.8 25 -16 5.1 +0.7
ZECP Zacks Earnings Consistent Portfolio ETF 4.8 55 -46 4.7 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 4.8 25 -16 5.0 +0.7
ALTL Pacer Lunt Large Cap Alternator ETF 4.8 60 -51 4.8 +0.4
FIXT Procure Disaster Recovery Strategy ETF 4.8 75 -66 5.8 +1.4
FLDZ RiverNorth Patriot ETF 4.8 75 -66 5.1 +0.8
RGEF Rockefeller Global Equity ETF 4.8 55 -46 4.7 +0.4
RDVY First Trust Rising Dividend Achievers ETF 4.8 50 -41 9.1 +4.8
MOAT VanEck Morningstar Wide Moat ETF 4.8 46 -37 5.5 +1.1
VTV Vanguard Value ETF 4.7 4 5 6.5 +2.2
FDTX Fidelity Disruptive Technology ETF 4.7 50 -41 2.5 -1.8
MTUM iShares MSCI USA Momentum Factor ETF 4.7 15 -6 4.0 -0.3
PFM Invesco Dividend Achievers ETF 4.7 53 -44 5.2 +0.9
ARKX ARK Space Exploration & Innovation ETF 4.6 75 -66 2.4 -1.9
SDOG ALPS Sector Dividend Dogs ETF 4.6 36 -27 9.2 +4.9
ONEY SPDR Russell 1000 Yield Focus ETF 4.6 20 -11 9.2 +4.9
REVS Columbia Research Enhanced Value ETF 4.6 19 -10 7.3 +2.9
NBDS Neuberger Berman Disrupters ETF 4.6 55 -46 1.5 -2.9
ANEW ProShares MSCI Transformational Changes ETF 4.5 45 -36 3.4 -1.0
VFLO VictoryShares Free Cash Flow ETF 4.5 39 -30 9.1 +4.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 -6 4.0 -0.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.5 40 -31 3.7 -0.7
CGGO Capital Group Global Growth Equity ETF 4.5 47 -38 4.4 +0.0
CLOD Themes Cloud Computing ETF 4.5 35 -26 2.4 -2.0
WLDR Affinity World Leaders Equity ETF 4.4 67 -58 7.5 +3.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.4 60 -51 8.6 +4.2
IWX iShares Russell Top 200 Value ETF 4.4 20 -11 6.0 +1.7
BDGS Bridges Capital Tactical ETF 4.4 78 -69 0.0 -4.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.4 24 -15 7.3 +2.9
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -41 6.8 +2.5
INNO Harbor Disruptive Innovation ETF 4.3 75 -66 1.5 -2.9
MRAD SmartETFs Advertising & Marketing Technology ETF 4.3 68 -59 5.3 +0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.3 60 -51 3.9 -0.5
FAB First Trust Multi Cap Value AlphaDEX Fund 4.3 67 -58 8.5 +4.1
WUGI AXS Esoterica NextG Economy ETF 4.3 75 -66 2.4 -2.0
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 -26 6.7 +2.3
CLNR IQ Cleaner Transport ETF 4.2 45 -36 6.6 +2.2
VERS ProShares Metaverse ETF 4.1 58 -49 -14.4 -18.7
FDIV MarketDesk Focused U.S. Dividend ETF 4.1 35 -26 5.8 +1.4
DFLV Dimensional US Large Cap Value ETF 4.1 22 -13 7.4 +3.0
MGV Vanguard Mega Cap Value ETF 4.1 7 2 6.4 +2.0
LYLD Cambria Large Cap Shareholder Yield ETF 4.1 59 -50 9.2 +4.8
MOTE VanEck Morningstar ESG Moat ETF 4.1 49 -40 5.0 +0.7
CNRG SPDR S&P Kensho Clean Power ETF 4.0 45 -36 2.4 -1.9
FVD First Trust Value Line Dividend Index Fund 4.0 65 -56 6.2 +1.9
RPV Invesco S&P 500 Pure Value ETF 4.0 35 -26 9.7 +5.3
EATV VegTech Plant-based Innovation & Climate ETF 4.0 75 -66 2.1 -2.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.0 65 -56 7.8 +3.5
BFOR ALPS Barron's 400 ETF 4.0 65 -56 5.6 +1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.0 15 -6 9.0 +4.7
PDP Invesco Dorsey Wright Momentum ETF 3.9 62 -53 3.1 -1.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.9 25 -16 9.5 +5.1
COWZ Pacer US Cash Cows 100 ETF 3.9 49 -40 9.8 +5.4
VAMO Cambria Value & Momentum ETF 3.9 61 -52 8.1 +3.7
KRUZ Unusual Whales Subversive Republican Trading ETF 3.9 75 -66 5.4 +1.0
PKB Invesco Building & Construction ETF 3.9 62 -53 6.3 +1.9
LEAD Siren DIVCON Leaders Dividend ETF 3.9 43 -34 5.0 +0.7
USMF WisdomTree U.S. Multifactor Fund 3.9 28 -19 7.0 +2.6
DEMZ Democratic Large Cap Core ETF 3.8 45 -36 4.0 -0.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 3.8 45 -36 2.9 -1.5
RUNN Running Oak Efficient Growth ETF 3.8 58 -49 4.5 +0.2
MBOX Freedom Day Dividend ETF 3.8 39 -30 7.2 +2.9
PEXL Pacer US Export Leaders ETF 3.8 60 -51 5.5 +1.2
PWV Invesco Large Cap Value ETF 3.8 55 -46 6.9 +2.6
HART IQ Healthy Hearts ETF 3.8 45 -36 4.9 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 3.7 30 -21 5.8 +1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.6 15 -6 4.4 +0.1
SDY SPDR S&P Dividend ETF 3.6 35 -26 6.0 +1.7
SKYY First Trust Cloud Computing ETF 3.6 60 -51 2.5 -1.9
DURA VanEck Durable High Dividend ETF 3.6 29 -20 7.5 +3.1
MDCP VictoryShares THB Mid Cap ESG ETF 3.6 55 -46 5.6 +1.2
SQEW LeaderShares Equity Skew ETF 3.6 81 -72 4.0 -0.4
MOTO SmartETFs Smart Transportation & Technology ETF 3.6 68 -59 7.0 +2.7
USSE Segall Bryant & Hamill Select Equity ETF 3.5 65 -56 3.5 -0.8
VFVA Vanguard U.S. Value Factor ETF 3.5 13 -4 9.9 +5.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 3.5 58 -49 4.4 0.0
TMDV ProShares Russell US Dividend Growers ETF 3.5 35 -26 5.9 +1.5
AGQI First Trust Active Global Quality Income ETF 3.5 85 -76 5.7 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 3.5 58 -49 7.9 +3.6
GVLU Gotham 1000 Value ETF 3.4 50 -41 7.6 +3.3
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 -11 6.2 +1.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 -6 6.8 +2.5
DWLD Davis Select Worldwide ETF 3.4 63 -54 6.6 +2.2
USCF Themes US Cash Flow Champions ETF 3.3 29 -20 7.8 +3.5
TOGA Tremblant Global ETF 3.3 69 -60 1.7 -2.7
RJMG FT Raymond James Multicap Growth Equity ETF 3.3 85 -76 2.0 -2.3
FBOT Fidelity Disruptive Automation ETF 3.3 50 -41 3.5 -0.9
TPHD Timothy Plan High Dividend Stock ETF 3.3 52 -43 6.0 +1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.3 54 -45 6.0 +1.6
BGAIX Baron Global Advantage 3.3 75 -66 0.5 -3.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.3 35 -26 5.8 +1.4
DVY iShares Select Dividend ETF 3.3 38 -29 8.0 +3.7
PPTY US Diversified Real Estate ETF 3.2 53 -44 5.7 +1.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -51 4.8 +0.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.2 39 -30 4.0 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 3.2 60 -51 5.9 +1.5
IQM Franklin Intelligent Machines ETF 3.2 50 -41 3.1 -1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.2 20 -11 5.6 +1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.2 60 -51 8.7 +4.4
METV Roundhill Ball Metaverse ETF 3.2 59 -50 3.1 -1.3
BLES Inspire Global Hope ETF 3.1 61 -52 6.2 +1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.1 65 -56 3.6 -0.7
FDLS Inspire Fidelis Multi Factor ETF 3.1 76 -67 3.5 -0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.0 27 -18 7.0 +2.7
ECML Euclidean Fundamental Value ETF 3.0 95 -86 12.4 +8.0
DFUV Dimensional US Marketwide Value ETF 3.0 22 -13 7.1 +2.8
ARTY iShares Future AI & Tech ETF 2.9 47 -38 3.3 -1.1
QQQN VictoryShares Nasdaq Next 50 ETF 2.9 18 -9 4.6 +0.2
TMFX Motley Fool Next Index ETF 2.9 50 -41 2.6 -1.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.9 50 -41 4.4 0.0
TBG TBG Dividend Focus ETF 2.9 59 -50 6.8 +2.4
SAGP Strategas Global Policy Opportunities ETF 2.9 65 -56 5.2 +0.8
STXM Strive Mid-Cap ETF 2.8 18 -9 5.9 +1.5
JHDV John Hancock U.S. High Dividend ETF 2.8 34 -25 6.1 +1.8
FDVV Fidelity High Dividend ETF 2.8 15 -6 8.7 +4.3
SMOT VanEck Morningstar SMID Moat ETF 2.8 49 -40 5.6 +1.3
KNO AXS Knowledge Leaders ETF 2.8 78 -69 4.9 +0.6
TRFM AAM Transformers ETF 2.8 49 -40 1.6 -2.7
ETHO Etho Climate Leadership U.S. ETF 2.8 47 -38 3.3 -1.1
GDIV Harbor Dividend Growth Leaders ETF 2.8 50 -41 5.7 +1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.8 4 5 5.5 +1.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.8 39 -30 3.9 -0.4
EQAL Invesco Russell 1000 Equal Weight ETF 2.7 20 -11 6.2 +1.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.7 61 -52 1.8 -2.6
WFH Direxion Work From Home ETF 2.7 45 -36 5.5 +1.1
JETS U.S. Global Jets ETF 2.7 60 -51 -15.1 -19.5
AUSF Global X Adaptive U.S. Factor ETF 2.7 27 -18 9.0 +4.6
MADE iShares U.S. Manufacturing ETF 2.6 40 -31 5.4 +1.0
NULV Nuveen ESG Large-Cap Value ETF 2.6 26 -17 6.7 +2.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.6 85 -76 7.7 +3.4
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 5 5.9 +1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 -40 4.3 -0.1
CGDG Capital Group Dividend Growers ETF 2.6 47 -38 6.5 +2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.5 15 -6 6.3 +2.0
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 -9 6.3 +2.0
CHAT Roundhill Generative AI & Technology ETF 2.5 75 -66 3.2 -1.2
HKND Humankind US Stock ETF 2.5 11 -2 7.0 +2.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.4 55 -46 4.2 -0.2
OCEN IQ Clean Oceans ETF 2.4 45 -36 5.9 +1.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.4 59 -50 4.4 +0.1
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 -20 9.5 +5.2
WCEO Hypatia Women CEO ETF 2.3 85 -76 4.0 -0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.3 60 -51 6.1 +1.7
PRAY FIS Christian Stock Fund 2.2 69 -60 5.8 +1.4
FCPI Fidelity Stocks for Inflation ETF 2.2 15 -6 8.0 +3.7
DTEC ALPS Disruptive Technologies ETF 2.2 50 -41 3.2 -1.2
USRD Themes US R&D Champions ETF 2.1 29 -20 6.1 +1.8
VB Vanguard Small-Cap ETF 2.1 5 4 4.8 +0.4
BELT iShares Long-Term U.S. Equity Active ETF 2.1 75 -66 3.4 -1.0
PBW Invesco WilderHill Clean Energy ETF 2.1 66 -57 -12.8 -17.1
IVES Wedbush ETFMG Global Cloud Technology ETF 2.1 68 -59 4.4 -0.0
VBR Vanguard Small Cap Value ETF 2.0 7 2 7.6 +3.3
TOLL Tema Monopolies and Oligopolies ETF 2.0 75 -66 3.3 -1.1
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 -30 9.3 +4.9
FBCV Fidelity Blue Chip Value ETF 2.0 59 -50 6.9 +2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -36 4.4 +0.1
SYLD Cambria Shareholder Yield ETF 1.9 59 -50 10.8 +6.4
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -56 6.7 +2.4
CLOU Global X Cloud Computing ETF 1.9 68 -59 1.6 -2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.9 15 -6 5.6 +1.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 -31 6.2 +1.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.7 60 -51 8.9 +4.6
FDL First Trust Morningstar Dividend Leaders Index Fund 1.7 45 -36 8.9 +4.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.7 39 -30 8.9 +4.6
QUVU Hartford Quality Value ETF 1.7 46 -37 6.6 +2.3
RNMC First Trust Mid Cap US Equity Select ETF 1.7 60 -51 6.2 +1.9
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 -11 7.5 +3.2
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 -22 6.5 +2.2
BTEK Future Tech ETF 1.7 88 -79 2.2 -2.1
IWTR iShares MSCI Water Management Multisector ETF 1.7 47 -38 4.8 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.7 35 -26 6.2 +1.9
XT iShares Exponential Technologies ETF 1.7 46 -37 4.5 +0.2
DON WisdomTree U.S. MidCap Dividend Fund 1.6 38 -29 7.7 +3.3
VBK Vanguard Small-Cap Growth ETF 1.6 7 2 1.0 -3.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -56 1.8 -2.6
SFYX SoFi Next 500 ETF 1.6 0 9 4.6 +0.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.6 7 2 8.8 +4.4
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 9 10.4 +6.0
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.5 27 -18 0.0 -4.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 -29 7.6 +3.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 -26 7.7 +3.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.5 79 -70 4.3 -0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 -6 4.5 +0.1
WTRE WisdomTree New Economy Real Estate Fund 1.5 58 -49 0.3 -4.0
FPX First Trust US Equity Opportunities ETF 1.5 61 -52 1.4 -3.0
PTEC Global X PropTech ETF 1.5 50 -41 1.5 -2.8
MVPA Miller Value Partners Appreciation ETF 1.5 60 -51 10.0 +5.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -51 6.7 +2.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.5 49 -40 10.5 +6.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 2 5.2 +0.9
ZIG Acquirers Fund 1.4 84 -75 13.4 +9.0
BOUT Innovator IBD Breakout Opportunities ETF 1.4 81 -72 2.4 -2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.4 80 -71 4.2 -0.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.4 60 -51 5.9 +1.5
SMMD iShares Russell 2500 ETF 1.3 15 -6 5.4 +1.1
ISCB iShares Morningstar Small-Cap ETF 1.3 4 5 4.6 +0.3
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -80 4.7 +0.4
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 3 7.0 +2.7
CVAR Cultivar ETF 1.3 87 -78 6.5 +2.2
FTDS First Trust Dividend Strength ETF 1.3 70 -61 8.2 +3.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.2 52 -43 6.7 +2.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 -30 7.5 +3.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 -8 4.5 +0.2
BNE Blue Horizon BNE ETF 1.2 87 -78 4.6 +0.3
CSMD Congress SMid Growth ETF 1.1 69 -60 4.0 -0.3
BJK VanEck Gaming ETF 1.1 65 -56 1.3 -3.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.1 31 -22 3.3 -1.1
AFK VanEck Africa Index ETF 1.1 98 -89 8.6 +4.2
DFND Siren DIVCON Dividend Defender ETF 1.1 189 -180 6.4 +2.1
WBIY WBI Power Factor High Dividend ETF 1.1 100 -91 11.1 +6.8
SMAP Amplify Small-Mid Cap Equity ETF 1.1 60 -51 4.6 +0.2
KOMP SPDR S&P Kensho New Economies Composite ETF 1.1 20 -11 1.0 -3.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 1.0 75 -66 4.2 -0.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -43 5.4 +1.0
DFNV Donoghue Forlines Innovation ETF 1.0 69 -60 4.4 +0.1
SYNB Putnam BioRevolution ETF 0.9 70 -61 3.0 -1.4
TTAI FCF International Quality ETF 0.9 59 -50 5.2 +0.9
GINX SGI Enhanced Global Income ETF 0.9 98 -89 6.4 +2.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.8 61 -52 -1.9 -6.3
SNSR Global X Internet of Things ETF 0.8 68 -59 4.5 +0.1
IVRS iShares Future Metaverse Tech and Communications ETF 0.8 47 -38 -4.5 -8.8
UFO Procure Space ETF 0.8 75 -66 -1.2 -5.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.8 65 -56 3.8 -0.6
CZAR Themes Natural Monopoly ETF 0.8 35 -26 6.1 +1.7
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -46 12.1 +7.7
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 -6 6.7 +2.4
EZM WisdomTree U.S. MidCap Fund 0.8 38 -29 7.2 +2.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.8 48 -39 5.1 +0.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 3 2.2 -2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -61 9.9 +5.6
NIXT Research Affiliates Deletions ETF 0.8 9 0 5.0 +0.7
PAWZ ProShares Pet Care ETF 0.8 50 -41 3.8 -0.6
TMFM Motley Fool Mid-Cap Growth ETF 0.8 85 -76 3.2 -1.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 -16 5.8 +1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -61 2.7 -1.7
ACTV LeaderShares Activist Leaders ETF 0.7 75 -66 6.3 +1.9
HDV iShares Core High Dividend ETF 0.7 8 1 7.2 +2.8
DHS WisdomTree U.S. High Dividend Fund 0.7 38 -29 7.6 +3.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.7 75 -66 5.9 +1.5
BIBL Inspire 100 ETF 0.7 35 -26 5.0 +0.6
DFAS Dimensional U.S. Small Cap ETF 0.6 26 -17 5.4 +1.0
CBSE Clough Select Equity ETF 0.6 85 -76 -1.8 -6.2
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 -19 7.6 +3.3
DEW WisdomTree Global High Dividend Fund 0.6 58 -49 8.4 +4.1
WWJD Inspire International ETF 0.5 80 -71 7.0 +2.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.5 30 -21 8.2 +3.8
JIG JPMorgan International Growth ETF 0.5 55 -46 4.4 +0.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.5 60 -51 5.5 +1.1
DFSV Dimensional US Small Cap Value ETF 0.4 31 -22 8.3 +3.9
PEY Invesco High Yield Equity Dividend Achievers ETF 0.4 52 -43 10.1 +5.7
FSCS First Trust SMID Capital Strength ETF 0.4 60 -51 5.8 +1.5
DIVZ TrueShares Low Volatility Equity Income ETF 0.4 65 -56 7.3 +2.9
BETZ Roundhill Sports Betting & iGaming ETF 0.4 75 -66 1.0 -3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 -16 7.0 +2.7
GSFP Goldman Sachs Future Planet Equity ETF 0.4 75 -66 4.0 -0.3
ROBO ROBO Global Robotics & Automation Index ETF 0.4 95 -86 3.3 -1.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.4 79 -70 4.9 +0.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.4 45 -36 -0.6 -4.9
IFRA iShares U.S. Infrastructure ETF 0.4 30 -21 6.0 +1.6
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 0.4 69 -60 8.2 +3.8
HWAY Themes US Infrastructure ETF 0.4 29 -20 6.0 +1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -40 9.9 +5.6
SCAP InfraCap Small Cap Income ETF 0.4 135 -126 8.3 +3.9
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -30 7.3 +2.9
NUSC Nuveen ESG Small-Cap ETF 0.3 31 -22 4.8 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 -29 5.6 +1.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.2 75 -66 5.1 +0.7
SCHA Schwab U.S. Small-Cap ETF 0.2 4 5 4.4 0.0
VICE AdvisorShares Vice ETF 0.2 99 -90 5.0 +0.6
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -61 -3.2 -7.6
DIVY Sound Equity Dividend Income ETF 0.2 45 -36 10.3 +5.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 -21 5.2 +0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -30 4.1 -0.3
BARAX Baron Asset Retail 0.2 75 -66 3.3 -1.1
MGMT Ballast Small/Mid Cap ETF 0.2 110 -101 6.7 +2.4
ERNZ TrueShares Active Yield ETF 0.1 75 -66 10.8 +6.5
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -43 3.5 -0.8
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 -16 9.6 +5.3
IYJ iShares U.S. Industrials ETF 0.1 40 -31 4.5 +0.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.1 57 -48 3.3 -1.1
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -41 4.7 +0.4
TEQI T. Rowe Price Equity Income ETF 0.0 54 -45 3.8 -0.5

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 29.1 %
Divided by: Fwd. P/BV 6.5 x
Less: Expense ratio 9 bp
Equals: ALTAR Score 4.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.