Consumer Discretionary Select Sector SPDR Fund
ALTAR
Score™		 5.1% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 24.0x P/Sales
ratio		 2.1x
P/BV
ratio		 6.0x Div.
yield		 0.9%


  • 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) $20,189
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 51
Wgt avg mkt cap (mns) $655,652
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 21.3 %
TESLA MOTORS INC 12.7 %
HOME DEPOT INC 6.4 %
MCDONALD'S CORP 5.5 %
BOOKING HOLDINGS INC. 4.6 %
TJX COMPANIES INC 4.0 %
LOWE'S COS INC 4.0 %
STARBUCKS CORP 3.5 %
NIKE INC -CL B 2.7 %
O'REILLY AUTOMOTIVE INC 2.4 %
Total 67.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.6 %
SWITZERLAND 0.9 %
IRELAND 0.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.7% 17.9% 14.2% 12.3% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 1.26 72%
MSCI EAFE 0.89 37%
MSCI Emg. Mkts. 0.74 26%

Technical Indicators
Recent close $203.31
30d moving avg. $207.36
Annualized volatility 25.4%
Short interest (ETF) 6.0%
Short interest (Underlying) 2.4%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 4,766
Turnover 4.8%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $53,174

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 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: 8 bp ALTAR Score™: 5.1%


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
(%)
FDIS Fidelity MSCI Consumer Discretionary Index ETF 77.3 8 -0 4.9 -0.3
VCR Vanguard Consumer Discretionary ETF 76.7 10 -2 4.9 -0.2
IYC iShares U.S. Consumer Discretionary ETF 60.3 40 -32 4.1 -1.1
RXI iShares Global Consumer Discretionary ETF 53.8 41 -33 9.2 +4.1
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 51.5 40 -32 5.7 +0.6
IEDI iShares U.S. Consumer Focused ETF 45.4 18 -10 5.3 +0.2
RTH VanEck Retail ETF 41.4 35 -27 5.3 +0.2
MILN Global X Millennial Consumer ETF 23.5 50 -42 3.1 -2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 22.7 60 -52 5.3 +0.2
ONLN ProShares Online Retail ETF 22.3 58 -50 2.6 -2.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 22.0 61 -53 7.8 +2.7
NBCC Neuberger Berman Next Generation Connected Consumer ETF 17.7 56 -48 2.6 -2.6
SFYF SoFi Social 50 ETF 17.4 29 -21 0.0 -5.1
EMOT First Trust S&P 500 Economic Moat ETF 17.1 60 -52 6.5 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 17.0 60 -52 4.7 -0.5
FDN First Trust Dow Jones Internet Index Fund 16.7 52 -44 3.5 -1.6
FDND FT Vest Dow Jones Internet & Target Income ETF 16.6 75 -67 3.2 -1.9
FDG American Century Focused Dynamic Growth ETF 16.5 45 -37 2.4 -2.7
MGK Vanguard Mega Cap Growth ETF 15.8 7 1 4.5 -0.7
JGRO JPMorgan Active Growth ETF 15.4 44 -36 3.9 -1.2
BUYZ Franklin Disruptive Commerce ETF 15.2 50 -42 2.6 -2.6
PNQI Invesco NASDAQ Internet ETF 15.1 60 -52 3.8 -1.3
SPXT ProShares S&P 500 Ex-Technology ETF 14.7 9 -1 5.6 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 14.7 19 -11 6.5 +1.4
QGRW WisdomTree U.S. Quality Growth Fund 14.6 28 -20 4.7 -0.4
VUG Vanguard Growth ETF 14.5 4 4 4.3 -0.8
IWY iShares Russell Top 200 Growth ETF 14.4 20 -12 4.9 -0.2
ACSI American Customer Satisfaction ETF 14.3 65 -57 5.2 +0.1
ARKQ ARK Autonomous Technology & Robotics ETF 14.1 75 -67 0.2 -4.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 14.1 9 -1 5.0 -0.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 13.9 60 -52 1.9 -3.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 13.9 48 -40 6.0 +0.8
FTXR First Trust Nasdaq Transportation ETF 13.8 60 -52 10.4 +5.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.8 60 -52 4.4 -0.8
BGRO iShares Large Cap Growth Active ETF 13.7 55 -47 3.3 -1.8
IWF iShares Russell 1000 Growth ETF 13.7 19 -11 4.8 -0.4
VONG Vanguard Russell 1000 Growth ETF 13.7 8 0 4.9 -0.2
QTOP iShares Nasdaq Top 30 Stocks ETF 13.6 20 -12 4.8 -0.4
DIA SPDR Dow Jones Industrial Average ETF Trust 13.6 16 -8 5.7 +0.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 13.6 49 -41 4.3 -0.8
JPEF JPMorgan Equity Focus ETF 13.5 50 -42 4.5 -0.6
ILCG iShares Morningstar Growth ETF 13.5 4 4 4.1 -1.0
FFOG Franklin Focused Growth ETF 13.5 61 -53 2.8 -2.3
FELG Fidelity Enhanced Large Cap Growth ETF 13.4 18 -10 5.2 +0.1
AVLV Avantis U.S. Large Cap Value ETF 13.3 15 -7 8.1 +3.0
ARKK ARK Innovation ETF 13.2 75 -67 -3.3 -8.4
FBCG Fidelity Blue Chip Growth ETF 13.1 59 -51 3.4 -1.8
LRND IQ U.S. Large Cap R&D Leaders ETF 13.0 14 -6 6.7 +1.6
PKW Invesco Buyback Achievers ETF 12.9 62 -54 8.0 +2.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 12.8 45 -37 4.9 -0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 12.8 32 -24 5.2 +0.1
RND First Trust Bloomberg R&D Leaders ETF 12.7 60 -52 3.0 -2.1
SSPY Syntax Stratified LargeCap ETF 12.7 30 -22 6.6 +1.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 12.7 65 -57 5.4 +0.2
LGRO Level Four Large Cap Growth Active ETF 12.6 55 -47 4.1 -1.0
RPG Invesco S&P 500 Pure Growth ETF 12.5 35 -27 3.6 -1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 12.4 12 -4 4.8 -0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 12.4 15 -7 7.3 +2.2
ONEQ Fidelity Nasdaq Composite Index ETF 12.3 21 -13 4.3 -0.9
ITB iShares U.S. Home Construction ETF 12.2 40 -32 12.2 +7.0
SPMO Invesco S&P 500 Momentum ETF 12.2 13 -5 4.2 -0.9
QQQ Invesco QQQ Trust Series I 12.1 20 -12 4.6 -0.6
SPXN ProShares S&P 500 Ex-Financials ETF 12.1 9 -1 5.0 -0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.1 75 -67 3.7 -1.4
EDOW First Trust Dow 30 Equal Weight ETF 12.1 50 -42 5.3 +0.2
TMFC Motley Fool 100 Index ETF 12.0 50 -42 4.1 -1.0
CAML Congress Large Cap Growth ETF 11.9 66 -58 3.4 -1.8
IBUY Amplify Online Retail ETF 11.9 65 -57 3.7 -1.5
QQQM Invesco NASDAQ 100 ETF 11.9 15 -7 4.6 -0.5
TTAC FCF US Quality ETF 11.8 59 -51 6.1 +1.0
IVW iShares S&P 500 Growth ETF 11.8 18 -10 4.5 -0.6
VOOG Vanguard S&P 500 Growth ETF 11.8 10 -2 4.6 -0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 11.8 4 4 4.7 -0.5
VSLU Applied Finance Valuation Large Cap ETF 11.6 49 -41 5.9 +0.7
VUSE Vident U.S. Equity Strategy ETF 11.5 50 -42 4.8 -0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 11.5 50 -42 4.3 -0.8
GQQQ Astoria US Quality Growth Kings ETF 11.5 35 -27 5.6 +0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.5 7 1 5.2 +0.1
SCHG Schwab U.S. Large-Cap Growth ETF 11.5 4 4 4.4 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 11.5 9 -1 4.4 -0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.4 8 0 5.3 +0.1
CGGR Capital Group Growth ETF 11.4 39 -31 3.7 -1.5
THRO iShares U.S. Thematic Rotation Active ETF 11.4 90 -82 4.4 -0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 11.3 18 -10 4.5 -0.7
XLG Invesco S&P 500 Top 50 ETF 11.3 20 -12 5.1 -0.1
ISHP First Trust Nasdaq Retail ETF 11.3 60 -52 5.5 +0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 11.3 12 -4 4.5 -0.6
BEDZ AdvisorShares Hotel ETF 11.2 100 -92 2.5 -2.6
STXG Strive 1000 Growth ETF 11.2 18 -10 4.2 -0.9
USSE Segall Bryant & Hamill Select Equity ETF 11.2 65 -57 4.4 -0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 11.2 75 -67 5.2 +0.0
OALC OneAscent Large Cap Core ETF 11.2 86 -78 4.6 -0.5
IUSG iShares Core S&P U.S. Growth ETF 11.1 4 4 4.7 -0.4
JGLO JPMorgan Global Select Equity ETF 11.1 33 -25 5.1 -0.0
XVV iShares ESG Screened S&P 500 ETF 11.1 8 0 5.1 +0.0
OEF iShares S&P 100 ETF 11.1 20 -12 5.1 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 11.1 59 -51 4.0 -1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 11.0 59 -51 2.8 -2.3
RWL Invesco S&P 500 Revenue ETF 10.9 39 -31 7.0 +1.9
XRT SPDR S&P Retail ETF 10.8 35 -27 9.6 +4.5
FLQL Franklin LibertyQ U.S. Equity ETF 10.8 15 -7 5.7 +0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.7 9 -1 5.6 +0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.7 7 1 7.4 +2.3
GLBL Pacer MSCI World Industry Advantage ETF 10.7 65 -57 5.0 -0.2
FDLO Fidelity Low Volatility Factor ETF 10.7 15 -7 5.4 +0.2
POWA Invesco Bloomberg Pricing Power ETF 10.6 40 -32 5.3 +0.2
PCGG Polen Capital Global Growth ETF 10.6 85 -77 3.8 -1.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 10.6 5 3 7.1 +2.0
FSST Fidelity Sustainable U.S. Equity ETF 10.6 59 -51 4.4 -0.8
SPXE ProShares S&P 500 Ex-Energy ETF 10.6 9 -1 4.7 -0.4
ESGV Vanguard ESG U.S. Stock ETF 10.5 9 -1 5.0 -0.1
INRO iShares U.S. Industry Rotation Active ETF 10.5 42 -34 4.1 -1.0
QGRO American Century U.S. Quality Growth ETF 10.5 29 -21 3.8 -1.3
GSPY Gotham Enhanced 500 ETF 10.5 50 -42 5.5 +0.4
SMRI Bushido Capital US Equity ETF 10.4 71 -63 9.9 +4.8
JQUA JPMorgan U.S. Quality Factor ETF 10.4 12 -4 6.0 +0.8
MGC Vanguard Mega Cap ETF 10.4 7 1 5.1 +0.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.4 20 -12 5.0 -0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.4 29 -21 4.8 -0.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.3 10 -2 3.3 -1.9
IWL iShares Russell Top 200 ETF 10.3 15 -7 5.1 -0.1
ACVF American Conservative Values ETF 10.2 75 -67 4.5 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.2 15 -7 4.3 -0.9
XHB SPDR S&P Homebuilders ETF 10.1 35 -27 11.8 +6.7
VOO Vanguard S&P 500 ETF 10.1 3 5 5.3 +0.2
IVV iShares Core S&P 500 ETF 10.1 3 5 5.3 +0.2
SPLG SPDR Portfolio S&P 500 ETF 10.1 2 6 5.3 +0.2
SPY SPDR S&P 500 ETF Trust 10.1 9 -1 5.2 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.1 7 1 5.2 +0.1
ADME Aptus Drawdown Managed Equity ETF 10.1 79 -71 4.3 -0.8
RVRB Reverb ETF 10.0 30 -22 3.7 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 10.0 75 -67 3.5 -1.7
QUAL iShares MSCI USA Quality Factor ETF 10.0 15 -7 5.3 +0.2
PBUS Invesco MSCI USA ETF 9.9 4 4 5.2 +0.1
EPS WisdomTree U.S. LargeCap Fund 9.9 8 0 6.1 +1.0
VOTE TCW Transform 500 ETF 9.9 5 3 5.2 +0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 9.9 0 8 5.3 +0.1
ARKW ARK Next Generation Internet ETF 9.9 87 -79 -1.3 -6.5
CATH Global X S&P 500 Catholic Values Custom ETF 9.9 29 -21 5.1 -0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.8 10 -2 4.2 -1.0
STRV Strive 500 ETF 9.8 5 3 5.2 +0.0
VV Vanguard Large-Cap ETF 9.8 4 4 5.2 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.8 2 6 5.3 +0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 9.8 15 -7 5.1 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.7 10 -2 5.3 +0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.7 30 -22 7.9 +2.8
INCE Franklin Income Equity Focus ETF 9.7 29 -21 5.6 +0.5
KLMN Invesco MSCI North America Climate ETF 9.7 9 -1 5.3 +0.1
IUS Invesco RAFI Strategic US ETF 9.7 19 -11 7.1 +1.9
AVUS Avantis U.S. Equity ETF 9.7 15 -7 6.3 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.7 20 -12 7.8 +2.6
ILCB iShares Morningstar U.S. Equity ETF 9.6 3 5 5.2 +0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 9.6 36 -28 5.1 +0.0
LRGF iShares U.S. Equity Factor ETF 9.6 8 0 5.8 +0.7
FQAL Fidelity Quality Factor ETF 9.6 15 -7 5.9 +0.8
SHE SPDR MSCI USA Gender Diversity ETF 9.5 20 -12 5.2 +0.1
AVSU Avantis Responsible U.S. Equity ETF 9.5 15 -7 6.4 +1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.5 14 -6 5.2 +0.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 9.5 15 -7 6.4 +1.2
FVAL Fidelity Value Factor ETF 9.5 15 -7 7.3 +2.2
NANC Unusual Whales Subversive Democratic Trading ETF 9.4 75 -67 4.2 -1.0
SCHX Schwab U.S. Large-Cap ETF 9.4 3 5 5.3 +0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 9.4 30 -22 5.0 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.4 11 -3 5.2 +0.1
MODL VictoryShares WestEnd U.S. Sector ETF 9.4 42 -34 5.0 -0.2
RSP Invesco S&P 500 Equal Weight ETF 9.4 20 -12 6.3 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 9.4 10 -2 5.3 +0.2
IWB iShares Russell 1000 ETF 9.4 15 -7 5.2 +0.1
VOT Vanguard Mid-Cap Growth ETF 9.4 7 1 3.7 -1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 9.4 6 2 4.1 -1.0
EQRR ProShares Equities for Rising Rates ETF 9.4 35 -27 8.0 +2.9
TOPT iShares Top 20 U.S. Stocks ETF 9.3 20 -12 4.7 -0.4
VONE Vanguard Russell 1000 ETF 9.3 8 0 5.3 +0.1
BUZZ VanEck Social Sentiment ETF 9.3 75 -67 -1.3 -6.4
DFUS Dimensional U.S. Equity ETF 9.3 9 -1 5.3 +0.2
PWB Invesco Large Cap Growth ETF 9.3 56 -48 3.2 -1.9
QQMG Invesco ESG NASDAQ 100 ETF 9.3 20 -12 4.6 -0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.3 3 5 5.5 +0.3
HOMZ Hoya Capital Housing ETF 9.3 30 -22 6.3 +1.2
IYY iShares Dow Jones U.S. ETF 9.3 20 -12 5.1 0.0
LCLG Logan Capital Broad Innovative Growth ETF 9.2 99 -91 4.6 -0.5
SCHK Schwab 1000 Index ETF 9.2 5 3 5.3 +0.2
FELC Fidelity Enhanced Large Cap Core ETF 9.2 18 -10 5.6 +0.5
RFFC ALPS Active Equity Opportunity ETF 9.2 48 -40 4.5 -0.6
KRMA Global X Conscious Companies ETF 9.1 43 -35 6.1 +1.0
EQWL Invesco S&P 100 Equal Weight ETF 9.1 25 -17 6.2 +1.1
ITAN Sparkline Intangible Value ETF 9.1 50 -42 6.5 +1.4
SPGP Invesco S&P 500 GARP ETF 9.1 34 -26 9.6 +4.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.1 75 -67 7.6 +2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.1 20 -12 5.3 +0.2
BUL Pacer US Cash Cows Growth ETF 9.0 60 -52 6.7 +1.6
JHML John Hancock Multifactor Large Cap ETF 9.0 29 -21 5.6 +0.5
USMC Principal U.S. Mega-Cap ETF 9.0 12 -4 5.0 -0.2
DFVX Dimensional US Large Cap Vector ETF 9.0 22 -14 6.6 +1.4
SNPG Xtrackers S&P 500 Growth ESG ETF 9.0 15 -7 4.5 -0.6
IWV iShares Russell 3000 ETF 8.9 20 -12 5.0 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 8.9 59 -51 6.5 +1.4
VTHR Vanguard Russell 3000 ETF 8.9 10 -2 5.2 +0.0
VTI Vanguard Total Stock Market ETF 8.9 3 5 5.2 +0.0
ESGU iShares ESG Aware MSCI USA ETF 8.9 15 -7 5.1 -0.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.9 3 5 5.2 +0.1
SCHB Schwab U.S. Broad Market ETF 8.9 3 5 5.3 +0.2
DFAU Dimensional US Core Equity Market ETF 8.8 12 -4 5.5 +0.4
VNSE Natixis Vaughan Nelson Select ETF 8.8 80 -72 5.3 +0.2
PKB Invesco Building & Construction ETF 8.8 62 -54 5.3 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 8.8 28 -20 5.7 +0.6
EBIZ Global X E-Commerce ETF 8.8 50 -42 4.3 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 8.7 18 -10 5.8 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 8.7 49 -41 4.9 -0.2
JEPI JPMorgan Equity Premium Income ETF 8.7 35 -27 5.4 +0.3
ONEO SPDR Russell 1000 Momentum Focus ETF 8.7 20 -12 6.8 +1.6
DUHP Dimensional US High Profitability ETF 8.7 21 -13 6.6 +1.4
ROE Astoria US Quality Kings ETF 8.7 49 -41 7.0 +1.9
FTGS First Trust Growth Strength ETF 8.6 60 -52 5.6 +0.5
SFY SoFi Select 500 ETF 8.6 0 8 4.8 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 8.6 35 -27 4.5 -0.6
LVOL American Century Low Volatility ETF 8.5 29 -21 4.4 -0.7
MBCC Monarch Blue Chips Core ETF 8.5 125 -117 3.5 -1.7
VALQ American Century U.S. Quality Value ETF 8.5 29 -21 7.6 +2.5
IETC iShares U.S. Tech Independence Focused ETF 8.4 18 -10 4.7 -0.5
VOOV Vanguard S&P 500 Value ETF 8.4 10 -2 6.3 +1.2
IVE iShares S&P 500 Value ETF 8.4 18 -10 6.2 +1.1
SPYV SPDR Portfolio S&P 500 Value ETF 8.4 4 4 6.4 +1.2
HDUS Hartford Disciplined US Equity ETF 8.4 19 -11 5.9 +0.7
DSI iShares MSCI KLD 400 Social ETF 8.4 25 -17 5.2 +0.1
VFLO VictoryShares Free Cash Flow ETF 8.4 39 -31 10.7 +5.6
WUGI AXS Esoterica NextG Economy ETF 8.3 75 -67 2.9 -2.2
GLOF iShares Global Equity Factor ETF 8.3 20 -12 6.8 +1.7
APUE ActivePassive U.S. Equity ETF 8.2 45 -37 4.9 -0.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 8.2 58 -50 4.3 -0.8
GK AdvisorShares Gerber Kawasaki ETF 8.2 75 -67 2.9 -2.2
SDEP SFP Core Equity Strategy 8.2 10 -2 2.8 -2.3
FDMO Fidelity Momentum Factor ETF 8.1 15 -7 4.1 -1.1
EQIN Columbia US Equity Income ETF 8.1 35 -27 6.8 +1.7
DARP Grizzle Growth ETF 8.0 75 -67 4.7 -0.4
ABFL Abacus FCF Leaders ETF 8.0 59 -51 5.8 +0.7
BRIF FIS Bright Portfolios Focused Equity ETF 8.0 65 -57 4.9 -0.3
QLC FlexShares US Quality Large Cap Index Fund 8.0 25 -17 5.9 +0.7
IUSV iShares Core S&P US Value ETF 7.9 4 4 6.5 +1.4
FDRR Fidelity Dividend ETF for Rising Rates 7.9 15 -7 7.6 +2.4
WRND IQ Global Equity R&D Leaders ETF 7.9 18 -10 7.9 +2.7
LRGC AB US Large Cap Strategic Equities ETF 7.9 48 -40 4.8 -0.3
LOWV AB US Low Volatility Equity ETF 7.9 48 -40 5.3 +0.2
RECS Columbia Research Enhanced Core ETF 7.9 15 -7 6.2 +1.0
VFQY Vanguard U.S. Quality Factor ETF 7.8 13 -5 6.6 +1.5
USMF WisdomTree U.S. Multifactor Fund 7.8 28 -20 6.7 +1.6
IMCB iShares Morningstar Mid-Cap ETF 7.8 4 4 6.0 +0.9
MAGA Point Bridge America First ETF 7.8 72 -64 6.5 +1.4
IOO iShares Global 100 ETF 7.8 41 -33 5.4 +0.2
HLGE Hartford Longevity Economy ETF 7.8 44 -36 5.5 +0.4
SURE AdvisorShares Insiders Advantage ETF 7.8 90 -82 10.0 +4.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 7.7 25 -17 5.9 +0.8
BLCR iShares Large Cap Core Active ETF 7.7 36 -28 4.3 -0.9
SNPE Xtrackers S&P 500 ESG ETF 7.7 10 -2 5.4 +0.2
DEUS Xtrackers Russell US Multifactor ETF 7.7 17 -9 6.9 +1.8
AFLG First Trust Active Factor Large Cap ETF 7.7 55 -47 6.2 +1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 7.6 11 -3 5.4 +0.2
DCOR Dimensional US Core Equity 1 ETF 7.6 14 -6 5.8 +0.7
LCF Touchstone US Large Cap Focused ETF 7.6 69 -61 4.6 -0.5
ZECP Zacks Earnings Consistent Portfolio ETF 7.5 55 -47 4.9 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 7.5 9 -1 5.5 +0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7.5 9 -1 6.1 +1.0
PSET Principal Quality ETF 7.5 15 -7 5.7 +0.6
TOK iShares MSCI Kokusai ETF 7.4 26 -18 5.2 +0.0
USXF iShares ESG Advanced MSCI USA ETF 7.4 10 -2 4.9 -0.2
CFA VictoryShares US 500 Volatility Wtd ETF 7.4 35 -27 6.1 +0.9
DVND Touchstone Dividend Select ETF 7.4 67 -59 5.7 +0.6
SIZE iShares MSCI USA Size Factor ETF 7.3 15 -7 5.8 +0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 7.3 40 -32 6.0 +0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.3 56 -48 6.3 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 7.3 9 -1 6.0 +0.8
CGUS Capital Group Core Equity ETF 7.3 33 -25 4.6 -0.5
SNPV Xtrackers S&P 500 Value ESG ETF 7.3 15 -7 5.4 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 7.3 25 -17 7.4 +2.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 7.3 20 -12 4.5 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.2 25 -17 6.0 +0.9
AOTG AOT Growth and Innovation ETF 7.2 75 -67 2.4 -2.7
GGRW Gabelli Growth Innovators ETF 7.2 90 -82 2.6 -2.6
STXD Strive 1000 Dividend Growth ETF 7.1 35 -27 5.0 -0.2
IWP iShares Russell Mid-Cap Growth ETF 7.1 23 -15 3.7 -1.5
NULG Nuveen ESG Large-Cap Growth ETF 7.1 26 -18 3.7 -1.4
IQM Franklin Intelligent Machines ETF 7.1 50 -42 2.6 -2.5
RAFE PIMCO RAFI ESG U.S. ETF 7.1 29 -21 7.3 +2.2
CHGX AXS Change Finance ESG ETF 7.1 49 -41 5.3 +0.2
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 7.1 58 -50 -3.5 -8.7
URTH iShares MSCI World ETF 7.0 24 -16 5.5 +0.4
VLUE iShares MSCI USA Value Factor ETF 7.0 15 -7 10.2 +5.0
OGIG ALPS O'Shares Global Internet Giants ETF 7.0 48 -40 1.9 -3.3
SPVM Invesco S&P 500 Value with Momentum ETF 7.0 39 -31 8.5 +3.4
RAYD Rayliant Quantitative Developed Market Equity ETF 7.0 80 -72 4.7 -0.4
XNTK SPDR NYSE Technology ETF 7.0 35 -27 4.4 -0.8
VO Vanguard Mid-Cap ETF 6.9 4 4 5.6 +0.5
BKWO BNY Mellon Women's Opportunities ETF 6.9 50 -42 4.0 -1.2
SCHV Schwab U.S. Large-Cap Value ETF 6.9 4 4 6.8 +1.7
FDWM Fidelity Women's Leadership ETF 6.9 59 -51 3.2 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 6.9 15 -7 3.9 -1.2
PY Principal Value ETF 6.8 15 -7 7.1 +2.0
VLU SPDR S&P 1500 Value Tilt ETF 6.8 12 -4 7.2 +2.0
FNDB Schwab Fundamental US Broad Market Index ETF 6.8 25 -17 7.3 +2.1
ESGG FlexShares STOXX Global ESG Select Index Fund 6.8 42 -34 5.4 +0.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.8 20 -12 7.4 +2.3
PRF Invesco FTSE RAFI US 1000 ETF 6.8 39 -31 7.0 +1.8
DANA Dana Unconstrained Equity ETF 6.7 50 -42 2.8 -2.4
FLRG Fidelity U.S. Multifactor ETF 6.7 15 -7 7.1 +2.0
FTA First Trust Large Cap Value AlphaDEX Fund 6.7 59 -51 9.4 +4.3
OPTZ Optimize Strategy Index ETF 6.7 50 -42 5.3 +0.2
SPVU Invesco S&P 500 Enhanced Value ETF 6.7 13 -5 10.5 +5.4
NBDS Neuberger Berman Disrupters ETF 6.7 55 -47 1.0 -4.2
RPV Invesco S&P 500 Pure Value ETF 6.6 35 -27 10.7 +5.6
KLMT Invesco MSCI Global Climate 500 ETF 6.6 10 -2 6.1 +0.9
PTL Inspire 500 ETF 6.6 9 -1 5.4 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.6 50 -42 8.3 +3.2
DSTL Distillate US Fundamental Stability & Value ETF 6.5 39 -31 8.3 +3.2
AWAY ETFMG Travel Tech ETF 6.5 76 -68 0.0 -5.1
SRHQ SRH U.S. Quality ETF 6.4 35 -27 7.6 +2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.4 12 -4 5.1 +0.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.4 65 -57 3.0 -2.1
JMOM JPMorgan U.S. Momentum Factor ETF 6.4 12 -4 4.8 -0.4
NULC Nuveen ESG Large-Cap ETF 6.4 21 -13 5.0 -0.1
FFLC Fidelity Fundamental Large Cap Core ETF 6.4 38 -30 4.9 -0.2
SPHB Invesco S&P 500 High Beta ETF 6.3 25 -17 5.3 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.3 64 -56 2.4 -2.7
EATZ AdvisorShares Restaurant ETF 6.3 101 -93 5.7 +0.6
ACWI iShares MSCI ACWI ETF 6.3 32 -24 6.0 +0.8
DIVL Madison Dividend Value ETF 6.3 65 -57 5.4 +0.3
DFAC Dimensional U.S. Core Equity 2 ETF 6.3 17 -9 6.0 +0.9
YALL God Bless America ETF 6.3 65 -57 4.3 -0.8
SCHD Schwab US Dividend Equity ETF 6.3 6 2 9.4 +4.3
SPRX Spear Alpha ETF 6.3 75 -67 -0.0 -5.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.2 20 -12 6.0 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 6.2 35 -27 4.6 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.2 29 -21 6.4 +1.3
JOET Virtus Terranova US Quality Momentum ETF 6.2 29 -21 5.0 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 2 7.9 +2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 6.2 37 -29 5.9 +0.8
SUSA iShares MSCI USA ESG Select ETF 6.2 25 -17 5.0 -0.1
DUSA Davis Select U.S. Equity ETF 6.2 61 -53 8.2 +3.1
PWV Invesco Large Cap Value ETF 6.1 55 -47 7.6 +2.5
CRUZ Defiance Hotel Airline and Cruise ETF 6.1 45 -37 3.1 -2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.0 70 -62 4.4 -0.8
WTV WisdomTree US Value Fund of Benef Interest 6.0 12 -4 9.5 +4.3
IWR iShares Russell Midcap ETF 6.0 19 -11 5.8 +0.6
BELT iShares Long-Term U.S. Equity Active ETF 6.0 75 -67 3.5 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.0 9 -1 6.1 +0.9
VYM Vanguard High Dividend Yield Index ETF 6.0 6 2 7.3 +2.2
AIEQ AI Powered Equity ETF 6.0 75 -67 4.1 -1.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.9 12 -4 5.0 -0.1
ROUS Hartford Multifactor US Equity ETF 5.9 19 -11 7.2 +2.1
CGGO Capital Group Global Growth Equity ETF 5.9 47 -39 5.0 -0.1
FFND Future Fund Active ETF 5.9 100 -92 4.7 -0.5
JVAL JPMorgan U.S. Value Factor ETF 5.9 12 -4 8.5 +3.4
GRNY Fundstrat Granny Shots US Large Cap ETF 5.9 75 -67 3.7 -1.4
NULV Nuveen ESG Large-Cap Value ETF 5.8 26 -18 6.2 +1.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.8 27 -19 6.1 +1.0
DGT SPDR Global Dow ETF 5.8 50 -42 7.5 +2.3
KOCG FIS Knights of Columbus Global Belief ETF 5.8 75 -67 5.4 +0.2
HLAL Wahed FTSE USA Shariah ETF 5.8 50 -42 5.2 +0.0
BGDV Bahl & Gaynor Dividend ETF 5.8 45 -37 5.0 -0.2
TMFG Motley Fool Global Opportunities ETF 5.7 85 -77 3.5 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 5.7 23 -15 5.8 +0.7
USMV iShares MSCI USA Min Vol Factor ETF 5.7 15 -7 5.5 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.7 52 -44 6.5 +1.4
VEGN US Vegan Climate ETF 5.7 60 -52 4.6 -0.5
LUX Tema Luxury ETF 5.7 75 -67 2.6 -2.5
CCMG CCM Global Equity ETF 5.6 34 -26 8.5 +3.4
PEJ Invesco Leisure and Entertainment ETF 5.6 58 -50 1.2 -3.9
FTCS First Trust Capital Strength ETF 5.6 55 -47 5.2 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 5.6 10 -2 4.9 -0.3
VT Vanguard Total World Stock ETF 5.6 7 1 6.3 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 5.6 42 -34 6.5 +1.3
JAVA JPMorgan Active Value ETF 5.5 44 -36 6.3 +1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.5 10 -2 5.4 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 5.5 15 -7 5.8 +0.7
BGIG Bahl & Gaynor Income Growth ETF 5.5 45 -37 5.4 +0.3
ILCV iShares Morningstar Value ETF 5.5 4 4 6.7 +1.5
QDF FlexShares Quality Dividend Index Fund 5.5 37 -29 6.2 +1.1
IWS iShares Russell Mid-Cap Value ETF 5.5 23 -15 6.5 +1.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.5 69 -61 0.0 -5.1
VIG Vanguard Dividend Appreciation ETF 5.4 6 2 6.0 +0.8
GDIV Harbor Dividend Growth Leaders ETF 5.4 50 -42 5.2 +0.1
GINN Goldman Sachs Innovate Equity ETF 5.4 52 -44 4.4 -0.8
LST Leuthold Select Industries ETF 5.4 91 -83 6.1 +1.0
SPHQ Invesco S&P 500 Quality ETF 5.4 15 -7 5.3 +0.2
QLTY GMO U.S. Quality ETF 5.3 50 -42 5.0 -0.2
TXS Texas Capital Texas Equity Index ETF 5.3 49 -41 5.1 -0.0
FDCF Fidelity Disruptive Communications ETF 5.3 50 -42 3.3 -1.8
DIVB iShares Core Dividend ETF 5.3 5 3 7.7 +2.5
EVUS iShares ESG Aware MSCI USA Value ETF 5.2 18 -10 6.0 +0.9
ONEY SPDR Russell 1000 Yield Focus ETF 5.2 20 -12 9.1 +3.9
ARKX ARK Space Exploration & Innovation ETF 5.2 75 -67 -0.3 -5.5
FPAG FPA Global Equity ETF 5.2 49 -41 6.3 +1.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.2 29 -21 6.8 +1.7
NUDV Nuveen ESG Dividend ETF 5.1 26 -18 6.7 +1.5
DGRO iShares Core Dividend Growth ETF 5.1 8 0 6.6 +1.5
GURU Global X Guru Index ETF 5.1 75 -67 4.2 -1.0
SWP SWP Growth & Income ETF 5.0 99 -91 4.6 -0.5
RDVY First Trust Rising Dividend Achievers ETF 5.0 50 -42 7.8 +2.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.0 18 -10 4.9 -0.2
CARZ First Trust NASDAQ Global Auto Index Fund 4.9 70 -62 6.0 +0.9
BDIV AAM Brentview Dividend Growth ETF 4.9 49 -41 4.3 -0.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.9 52 -44 5.6 +0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.9 58 -50 5.6 +0.5
LIT Global X Lithium & Battery Tech ETF 4.9 75 -67 5.9 +0.8
JGRW Jensen Quality Growth ETF 4.9 57 -49 4.6 -0.5
SDOG ALPS Sector Dividend Dogs ETF 4.9 36 -28 9.3 +4.2
RGEF Rockefeller Global Equity ETF 4.9 55 -47 5.2 +0.1
CRTC Xtrackers US National Critical Technologies ETF 4.9 35 -27 5.3 +0.2
PEXL Pacer US Export Leaders ETF 4.9 60 -52 5.4 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.8 25 -17 4.9 -0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 4.8 12 -4 6.5 +1.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 -10 7.2 +2.1
SPLV Invesco S&P 500 Low Volatility ETF 4.8 25 -17 4.8 -0.3
VOE Vanguard Mid-Cap Value ETF 4.8 7 1 7.2 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 4.8 60 -52 4.6 -0.5
STXV Strive 1000 Value ETF 4.7 18 -10 7.5 +2.3
DRIV Global X Autonomous & Electric Vehicles ETF 4.7 68 -60 6.8 +1.7
SMOG VanEck Low Carbon Energy ETF 4.7 61 -53 1.5 -3.6
COWZ Pacer US Cash Cows 100 ETF 4.7 49 -41 9.5 +4.3
BLCV iShares Large Cap Value Active ETF 4.7 53 -45 7.6 +2.5
ICAP InfraCap Equity Income Fund ETF 4.7 171 -163 5.2 +0.1
AIQ Global X Artificial Intelligence & Technology ETF 4.7 68 -60 4.7 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 -7 4.7 -0.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.7 60 -52 1.2 -3.9
AESR Anfield U.S. Equity Sector Rotation ETF 4.7 108 -100 3.7 -1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.7 25 -17 9.9 +4.7
JHDV John Hancock U.S. High Dividend ETF 4.7 34 -26 6.3 +1.2
HART IQ Healthy Hearts ETF 4.7 45 -37 6.6 +1.5
IWD iShares Russell 1000 Value ETF 4.6 19 -11 6.5 +1.3
VONV Vanguard Russell 1000 Value ETF 4.6 8 0 6.6 +1.5
REVS Columbia Research Enhanced Value ETF 4.6 19 -11 7.6 +2.5
FDTX Fidelity Disruptive Technology ETF 4.6 50 -42 3.0 -2.1
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 -42 7.3 +2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.5 15 -7 10.0 +4.8
HAIL SPDR S&P Kensho Smart Mobility ETF 4.5 45 -37 2.0 -3.1
QLV FlexShares US Quality Low Volatility Index Fund 4.5 22 -14 5.8 +0.6
ULVM VictoryShares US Value Momentum ETF 4.5 20 -12 7.2 +2.1
BEEZ Honeytree U.S. Equity ETF 4.5 64 -56 3.5 -1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.5 24 -16 7.6 +2.5
FLDZ RiverNorth Patriot ETF 4.5 75 -67 5.9 +0.8
VTV Vanguard Value ETF 4.4 4 4 6.9 +1.8
DLN WisdomTree U.S. LargeCap Dividend Fund 4.4 28 -20 5.9 +0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.4 60 -52 4.0 -1.1
MGRO VanEck Morningstar Wide Moat Growth ETF 4.4 49 -41 4.7 -0.4
PFM Invesco Dividend Achievers ETF 4.4 53 -45 5.3 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 4.4 13 -5 5.5 +0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 4.4 60 -52 7.9 +2.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 4.3 40 -32 4.0 -1.2
CGDV Capital Group Dividend Value ETF 4.3 33 -25 4.9 -0.2
SXQG ETC 6 Meridian Quality Growth ETF 4.3 100 -92 4.6 -0.5
WISE Themes Generative Artificial Intelligence ETF 4.3 35 -27 0.6 -4.6
EV Mast Global Battery Recycling & Production ETF 4.3 65 -57 11.6 +6.5
FAB First Trust Multi Cap Value AlphaDEX Fund 4.3 67 -59 10.1 +5.0
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 -37 7.0 +1.9
VERS ProShares Metaverse ETF 4.3 58 -50 0.1 -5.0
CLOD Themes Cloud Computing ETF 4.2 35 -27 2.1 -3.0
DTD WisdomTree U.S. Total Dividend Fund 4.2 28 -20 6.2 +1.1
LYLD Cambria Large Cap Shareholder Yield ETF 4.2 59 -51 9.8 +4.7
SKYY First Trust Cloud Computing ETF 4.2 60 -52 3.3 -1.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.2 45 -37 3.5 -1.7
IWX iShares Russell Top 200 Value ETF 4.2 20 -12 6.4 +1.3
VSDA VictoryShares Dividend Accelerator ETF 4.2 35 -27 7.0 +1.9
RVER Trenchless Fund ETF 4.1 65 -57 4.8 -0.4
LEAD Siren DIVCON Leaders Dividend ETF 4.1 43 -35 4.6 -0.5
ACES ALPS Clean Energy ETF 4.1 55 -47 -4.2 -9.3
MOTO SmartETFs Smart Transportation & Technology ETF 4.1 68 -60 7.8 +2.6
PDP Invesco Dorsey Wright Momentum ETF 4.0 62 -54 3.6 -1.6
KRUZ Unusual Whales Subversive Republican Trading ETF 4.0 75 -67 6.0 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 4.0 45 -37 3.8 -1.3
FTDS First Trust Dividend Strength ETF 3.9 70 -62 7.8 +2.7
BFOR ALPS Barron's 400 ETF 3.9 65 -57 6.2 +1.1
MOTE VanEck Morningstar ESG Moat ETF 3.9 49 -41 4.9 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.9 4 4 6.1 +1.0
DURA VanEck Durable High Dividend ETF 3.9 29 -21 8.5 +3.3
RUNN Running Oak Efficient Growth ETF 3.8 58 -50 4.9 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 3.8 40 -32 6.2 +1.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.8 49 -41 2.2 -2.9
MBOX Freedom Day Dividend ETF 3.8 39 -31 7.4 +2.3
MGV Vanguard Mega Cap Value ETF 3.8 7 1 6.7 +1.6
MOAT VanEck Morningstar Wide Moat ETF 3.8 46 -38 6.0 +0.9
DFLV Dimensional US Large Cap Value ETF 3.8 22 -14 8.2 +3.1
TMDV ProShares Russell US Dividend Growers ETF 3.7 35 -27 4.6 -0.5
CCSO Carbon Collective Climate Solutions US Equity ETF 3.7 35 -27 1.9 -3.3
ERTH Invesco MSCI Sustainable Future ETF 3.7 62 -54 2.5 -2.7
PRAY FIS Christian Stock Fund 3.7 69 -61 5.5 +0.3
FDRV Fidelity Electric Vehicles and Future Transportation ETF 3.7 39 -31 -1.1 -6.3
VFMF Vanguard U.S. Multifactor ETF 3.6 18 -10 8.5 +3.4
BATT Amplify Lithium & Battery Technology ETF 3.6 59 -51 3.8 -1.3
SMOT VanEck Morningstar SMID Moat ETF 3.6 49 -41 7.1 +1.9
ACWV iShares MSCI Global Min Vol Factor ETF 3.6 20 -12 5.9 +0.7
RNEW VanEck Green Infrastructure ETF 3.6 45 -37 -2.0 -7.1
FDVV Fidelity High Dividend ETF 3.5 15 -7 7.5 +2.4
SDY SPDR S&P Dividend ETF 3.5 35 -27 6.2 +1.0
FELV Fidelity Enhanced Large Cap Value ETF 3.5 18 -10 6.8 +1.7
DVY iShares Select Dividend ETF 3.5 38 -30 9.2 +4.1
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 -22 5.9 +0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.4 35 -27 5.7 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 3.4 58 -50 7.0 +1.9
OCFS Otter Creek Focus Strategy ETF 3.4 85 -77 4.6 -0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.4 20 -12 4.5 -0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.4 15 -7 5.7 +0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.4 15 -7 6.4 +1.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.3 65 -57 8.6 +3.4
PPTY US Diversified Real Estate ETF 3.3 53 -45 1.9 -3.2
GVLU Gotham 1000 Value ETF 3.3 50 -42 9.1 +3.9
VFVA Vanguard U.S. Value Factor ETF 3.3 13 -5 11.7 +6.5
QUVU Hartford Quality Value ETF 3.2 46 -38 7.0 +1.8
TMFX Motley Fool Next Index ETF 3.2 50 -42 3.2 -1.9
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 -5 3.4 -1.8
BEEX BeeHive ETF 3.2 84 -76 4.7 -0.4
STXM Strive Mid-Cap ETF 3.2 18 -10 3.6 -1.5
DEMZ Democratic Large Cap Core ETF 3.2 45 -37 4.6 -0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.1 65 -57 4.0 -1.1
TOGA Tremblant Global ETF 3.1 69 -61 2.5 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 3.1 31 -23 6.4 +1.2
TIME Clockwise Core Equity & Innovation ETF 3.1 95 -87 8.1 +3.0
RJMG FT Raymond James Multicap Growth Equity ETF 3.1 85 -77 2.6 -2.6
HDV iShares Core High Dividend ETF 3.0 8 0 6.7 +1.6
METV Roundhill Ball Metaverse ETF 3.0 59 -51 8.2 +3.1
IDRV iShares Self-driving EV & Tech ETF 3.0 47 -39 2.5 -2.6
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.0 72 -64 -1.2 -6.3
FBOT Fidelity Disruptive Automation ETF 3.0 50 -42 4.0 -1.2
GINX SGI Enhanced Global Income ETF 3.0 98 -90 7.3 +2.2
TBG TBG Dividend Focus ETF 2.9 59 -51 7.3 +2.2
FVD First Trust Value Line Dividend Index Fund 2.9 65 -57 6.1 +1.0
CLNR IQ Cleaner Transport ETF 2.9 45 -37 7.3 +2.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.9 79 -71 5.2 +0.1
ARTY iShares Future AI & Tech ETF 2.9 47 -39 4.1 -1.1
AUSF Global X Adaptive U.S. Factor ETF 2.9 27 -19 9.2 +4.0
FBCV Fidelity Blue Chip Value ETF 2.9 59 -51 7.5 +2.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.9 55 -47 4.2 -0.9
MADE iShares U.S. Manufacturing ETF 2.9 40 -32 5.8 +0.7
AGQI First Trust Active Global Quality Income ETF 2.9 85 -77 6.6 +1.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.8 39 -31 4.1 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.8 15 -7 5.8 +0.7
USCF Themes US Cash Flow Champions ETF 2.7 29 -21 6.6 +1.5
SPDV AAM S&P 500 High Dividend Value ETF 2.7 29 -21 9.8 +4.7
ECML Euclidean Fundamental Value ETF 2.7 95 -87 13.1 +8.0
OCEN IQ Clean Oceans ETF 2.7 45 -37 5.7 +0.6
MVAL VanEck Morningstar Wide Moat Value ETF 2.7 49 -41 6.8 +1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.7 80 -72 6.9 +1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.7 39 -31 3.8 -1.4
DWLD Davis Select Worldwide ETF 2.7 63 -55 7.8 +2.7
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 4 6.7 +1.6
ARKF ARK Fintech Innovation ETF 2.6 75 -67 -0.3 -5.4
JETS U.S. Global Jets ETF 2.6 60 -52 4.2 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.6 20 -12 6.6 +1.4
WFH Direxion Work From Home ETF 2.6 45 -37 4.8 -0.4
ETHO Etho Climate Leadership U.S. ETF 2.6 47 -39 5.5 +0.4
BLES Inspire Global Hope ETF 2.6 61 -53 6.8 +1.7
VBR Vanguard Small Cap Value ETF 2.6 7 1 8.5 +3.4
CGDG Capital Group Dividend Growers ETF 2.6 47 -39 6.3 +1.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.6 85 -77 8.7 +3.6
DFUV Dimensional US Marketwide Value ETF 2.5 22 -14 8.1 +3.0
CHAT Roundhill Generative AI & Technology ETF 2.5 75 -67 14.8 +9.7
USRD Themes US R&D Champions ETF 2.5 29 -21 5.6 +0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 -41 4.7 -0.4
TPHD Timothy Plan High Dividend Stock ETF 2.4 52 -44 6.9 +1.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.4 54 -46 6.9 +1.7
VAMO Cambria Value & Momentum ETF 2.4 61 -53 6.8 +1.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.4 61 -53 1.4 -3.8
WLDR Affinity World Leaders Equity ETF 2.4 67 -59 8.3 +3.2
TOLL Tema Monopolies and Oligopolies ETF 2.4 75 -67 3.8 -1.3
EZM WisdomTree U.S. MidCap Fund 2.3 38 -30 9.3 +4.2
HKND Humankind US Stock ETF 2.3 11 -3 7.5 +2.3
WCEO Hypatia Women CEO ETF 2.3 85 -77 -1.3 -6.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.2 55 -47 5.6 +0.5
VB Vanguard Small-Cap ETF 2.2 5 3 5.7 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.2 7 1 6.2 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 2.2 38 -30 8.3 +3.2
IVES Wedbush ETFMG Global Cloud Technology ETF 2.2 68 -60 9.3 +4.1
AIVC Amplify Bloomberg AI Value Chain ETF 2.2 59 -51 8.6 +3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.2 38 -30 7.7 +2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.2 35 -27 7.7 +2.6
ISCV iShares Morningstar Small Cap Value ETF 2.2 6 2 8.4 +3.3
FCPI Fidelity Stocks for Inflation ETF 2.2 15 -7 7.8 +2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.1 15 -7 5.9 +0.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.1 45 -37 0.0 -5.1
LQPE PEO AlphaQuest Thematic PE ETF 2.1 125 -117 6.9 +1.8
QDIV Global X S&P 500 Quality Dividend ETF 2.1 20 -12 8.2 +3.0
TRFM AAM Transformers ETF 2.1 49 -41 1.9 -3.3
FCLD Fidelity Cloud Computing ETF 2.0 39 -31 3.0 -2.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.0 58 -50 5.5 +0.4
CLOU Global X Cloud Computing ETF 2.0 68 -60 1.9 -3.3
SAMT Strategas Macro Thematic Opportunities ETF 2.0 65 -57 3.5 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -52 5.4 +0.3
KNO AXS Knowledge Leaders ETF 2.0 78 -70 6.1 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -52 8.5 +3.3
CVAR Cultivar ETF 2.0 87 -79 6.1 +1.0
ISCB iShares Morningstar Small-Cap ETF 1.9 4 4 5.6 +0.5
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -57 8.2 +3.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.9 39 -31 10.3 +5.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.9 7 1 8.2 +3.1
ETEC iShares Breakthrough Environmental Solutions ETF 1.9 47 -39 5.8 +0.6
FDL First Trust Morningstar Dividend Leaders Index Fund 1.9 45 -37 9.2 +4.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.8 50 -42 3.4 -1.8
SAGP Strategas Global Policy Opportunities ETF 1.8 65 -57 5.3 +0.1
ZIG Acquirers Fund 1.8 84 -76 20.3 +15.2
IWTR iShares MSCI Water Management Multisector ETF 1.8 47 -39 6.5 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -52 8.2 +3.1
EATV VegTech Plant-based Innovation & Climate ETF 1.7 75 -67 5.4 +0.3
SYLD Cambria Shareholder Yield ETF 1.7 59 -51 11.9 +6.7
WTRE WisdomTree New Economy Real Estate Fund 1.7 58 -50 9.6 +4.4
PTEC Global X PropTech ETF 1.7 50 -42 2.5 -2.6
MVPA Miller Value Partners Appreciation ETF 1.7 60 -52 8.4 +3.2
SFYX SoFi Next 500 ETF 1.7 0 8 3.6 -1.6
DTEC ALPS Disruptive Technologies ETF 1.7 50 -42 4.0 -1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -52 5.7 +0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 -7 6.0 +0.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -57 3.5 -1.7
DFNV Donoghue Forlines Innovation ETF 1.5 69 -61 5.1 -0.0
VBK Vanguard Small-Cap Growth ETF 1.4 7 1 1.7 -3.4
CNRG SPDR S&P Kensho Clean Power ETF 1.4 45 -37 -0.1 -5.2
SMMD iShares Russell 2500 ETF 1.4 15 -7 6.2 +1.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 -41 8.7 +3.6
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -52 7.0 +1.8
FSCS First Trust SMID Capital Strength ETF 1.3 60 -52 6.4 +1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.3 39 -31 5.3 +0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 -9 5.7 +0.6
XT iShares Exponential Technologies ETF 1.3 46 -38 5.5 +0.4
TAX Cambria Tax Aware ETF 1.3 49 -41 5.4 +0.3
CSMD Congress SMid Growth ETF 1.3 69 -61 4.2 -0.9
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 -7 7.0 +1.9
WBIY WBI Power Factor High Dividend ETF 1.2 100 -92 13.4 +8.3
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -81 4.5 -0.7
QVAL Alpha Architect US Quantitative Value ETF 1.2 39 -31 10.3 +5.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.2 52 -44 6.9 +1.7
BJK VanEck Gaming ETF 1.1 65 -57 3.9 -1.2
TTAI FCF International Quality ETF 1.1 59 -51 6.9 +1.8
PBW Invesco WilderHill Clean Energy ETF 1.1 66 -58 -6.0 -11.1
SMAP Amplify Small-Mid Cap Equity ETF 1.1 60 -52 1.3 -3.8
DHS WisdomTree U.S. High Dividend Fund 1.1 38 -30 7.8 +2.6
SNSR Global X Internet of Things ETF 1.0 68 -60 5.0 -0.1
IVRS iShares Future Metaverse Tech and Communications ETF 1.0 47 -39 2.8 -2.3
UFO Procure Space ETF 1.0 75 -67 -0.5 -5.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.0 48 -40 8.3 +3.2
PSR Invesco Active U.S. Real Estate Fund 1.0 35 -27 2.2 -3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -62 12.3 +7.2
MOTG VanEck Morningstar Global Wide Moat ETF 0.9 52 -44 6.7 +1.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.9 61 -53 -1.1 -6.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 2 2.7 -2.4
PAWZ ProShares Pet Care ETF 0.9 50 -42 3.9 -1.3
TMFM Motley Fool Mid-Cap Growth ETF 0.9 85 -77 3.7 -1.4
NIXT Research Affiliates Deletions ETF 0.9 9 -1 3.8 -1.3
DFAS Dimensional U.S. Small Cap ETF 0.8 26 -18 6.9 +1.8
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 -20 10.0 +4.9
DEW WisdomTree Global High Dividend Fund 0.8 58 -50 7.7 +2.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -62 2.8 -2.4
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -72 12.6 +7.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 -12 3.7 -1.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.8 60 -52 7.1 +2.0
NUSC Nuveen ESG Small-Cap ETF 0.8 31 -23 5.3 +0.2
AFK VanEck Africa Index ETF 0.8 98 -90 12.6 +7.5
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -47 13.5 +8.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 -17 6.6 +1.4
IQRA IQ CBRE Real Assets ETF 0.7 65 -57 2.7 -2.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 -27 6.1 +0.9
KONG Formidable Fortress ETF 0.7 89 -81 5.7 +0.5
FDLS Inspire Fidelis Multi Factor ETF 0.7 76 -68 5.8 +0.6
DFSV Dimensional US Small Cap Value ETF 0.7 31 -23 10.9 +5.8
NUMG Nuveen ESG Mid-Cap Growth ETF 0.6 31 -23 2.6 -2.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.6 60 -52 6.7 +1.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.6 65 -57 5.0 -0.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 -41 12.7 +7.5
DIVZ TrueShares Low Volatility Equity Income ETF 0.5 65 -57 6.6 +1.4
COWS Amplify Cash Flow Dividend Leaders ETF 0.5 0 8 12.7 +7.6
WWJD Inspire International ETF 0.5 80 -72 7.6 +2.4
BIBL Inspire 100 ETF 0.5 35 -27 4.7 -0.5
CGXU Capital Group International Focus Equity ETF 0.5 54 -46 5.9 +0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -72 5.7 +0.6
GSFP Goldman Sachs Future Planet Equity ETF 0.5 75 -67 4.8 -0.3
ROBO ROBO Global Robotics & Automation Index ETF 0.5 95 -87 4.0 -1.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.5 79 -71 5.9 +0.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.5 75 -67 -0.5 -5.6
DTAN Sparkline International Intangible Value ETF 0.5 55 -47 7.2 +2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 -17 7.8 +2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.5 60 -52 5.7 +0.5
PEY Invesco High Yield Equity Dividend Achievers ETF 0.4 52 -44 9.9 +4.7
BETZ Roundhill Sports Betting & iGaming ETF 0.4 75 -67 2.1 -3.1
IFRA iShares U.S. Infrastructure ETF 0.4 30 -22 6.8 +1.7
ABLD Abacus FCF Real Assets Leaders ETF 0.4 69 -61 5.7 +0.5
HWAY Themes US Infrastructure ETF 0.4 29 -21 4.3 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 -30 6.2 +1.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -31 7.0 +1.8
CZAR Themes Natural Monopoly ETF 0.3 35 -27 2.8 -2.3
VIDI Vident International Equity Strategy ETF 0.3 61 -53 12.0 +6.9
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.3 75 -67 5.1 -0.0
SCHA Schwab U.S. Small-Cap ETF 0.3 4 4 5.3 +0.2
BNGE First Trust S-Network Streaming and Gaming ETF 0.2 70 -62 3.6 -1.5
MGMT Ballast Small/Mid Cap ETF 0.2 110 -102 8.6 +3.5
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.2 61 -53 7.1 +1.9
CZA Invesco Zacks Mid-Cap ETF 0.2 72 -64 5.9 +0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 -22 7.0 +1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -31 4.0 -1.1
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 -34 6.9 +1.7
APIE ActivePassive International Equity ETF 0.2 45 -37 7.7 +2.5
IYJ iShares U.S. Industrials ETF 0.1 40 -32 4.8 -0.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 -17 10.1 +5.0

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 29.9 %
Divided by: Fwd. P/BV 5.7 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 5.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.