Invesco S&P MidCap Quality ETF
ALTAR
Score™		 6.3% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 19.6x P/Sales
ratio		 2.3x
P/BV
ratio		 4.5x Div.
yield		 0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Invesco Dynamic Mid Cap Portfolio seeks investment results that correspond to the price and yield of the Dynamic Mid Cap Intellidex, which evaluates companies by analyzing numerous financial

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Dec 01, 2006
Assets (mns) $6,361
Currency USD
Expense ratio 25 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Tiered
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 78
Wgt avg mkt cap (mns) $11,939
Large cap (>$10bn) 61.7%
Mid cap ($2-10bn) 38.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WILLIAMS-SONOMA INC 4.8 %
EMCOR GROUP INC 3.9 %
MANHATTAN ASSOCIATES INC 3.8 %
CARLISLE COS INC 3.8 %
DOCUSIGN, INC. 3.6 %
COMFORT SYSTEMS USA INC 2.6 %
RENAISSANCERE HOLDINGS LTD 2.5 %
PURE STORAGE, INC. CLASS A 2.4 %
RPM INTERNATIONAL INC 2.2 %
TENET HEALTHCARE CORP 1.9 %
Total 31.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.5 %
BERMUDA 3.2 %
BRITAIN 1.2 %
SWITZERLAND 0.8 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.6% 11.6% 14.2% -- 11.6%

Market Correlations
versus... Beta R-squared
S&P500 1.09 70%
MSCI EAFE 1.06 65%
MSCI Emg. Mkts. 0.66 25%

Technical Indicators
Recent close $103.88
30d moving avg. $104.37
Annualized volatility 22.9%
Short interest (ETF) 0.2%
Short interest (Underlying) 3.2%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 465
Turnover 0.8%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $4,365

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the Invesco S&P MidCap Quality ETF ETF based on the alternatives' overlap in portfolio holdings with XMHQ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XMHQ Expense: 25 bp ALTAR Score™: 6.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XMHQ
Ticker Fund
Name		 Overlap1
vs XMHQ
(%)		 Expense
ratio
(bp)		 Savings
vs XMHQ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XMHQ
(%)
XMMO Invesco S&P MidCap Momentum ETF 35.9 34 -9 5.7 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 34.1 35 -10 3.6 -2.7
IJK iShares S&P Mid-Cap 400 Growth ETF 33.9 17 8 5.0 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 32.9 15 10 5.8 -0.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 32.5 15 10 5.0 -1.3
GRPM Invesco S&P MidCap 400 GARP ETF 30.1 35 -10 7.7 +1.4
BUL Pacer US Cash Cows Growth ETF 24.8 60 -35 4.5 -1.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 24.4 15 10 6.7 +0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 23.2 12 13 6.3 -0.0
AFMC First Trust Active Factor Mid Cap ETF 22.7 65 -40 6.7 +0.4
IJH iShares Core S&P Mid-Cap ETF 22.7 5 20 6.3 +0.0
RNSC Furst Trust Small Cap US Equity Select ETF 22.4 60 -35 5.0 -1.3
IVOO Vanguard S&P Mid-Cap 400 ETF 22.0 10 15 6.3 +0.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 22.0 3 22 6.4 +0.1
MDY SPDR S&P Midcap 400 ETF Trust 21.9 24 1 6.1 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 20.5 15 10 7.0 +0.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 20.3 48 -23 5.3 -1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 20.2 40 -15 6.6 +0.3
FSCS First Trust SMID Capital Strength ETF 19.0 60 -35 6.1 -0.2
RNMC First Trust Mid Cap US Equity Select ETF 18.8 60 -35 6.1 -0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 17.5 30 -5 6.1 -0.2
MDCP VictoryShares THB Mid Cap ESG ETF 17.3 55 -30 5.5 -0.8
XMLV Invesco S&P MidCap Low Volatility ETF 16.8 25 0 6.9 +0.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 16.4 80 -55 6.1 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 15.9 24 1 6.8 +0.5
STXM Strive Mid-Cap ETF 15.7 18 7 6.0 -0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 15.5 7 18 5.6 -0.7
RWK Invesco S&P MidCap 400 Revenue ETF 15.3 39 -14 7.6 +1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 15.0 60 -35 9.5 +3.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 14.7 15 10 5.8 -0.5
CSMD Congress SMid Growth ETF 14.5 69 -44 4.3 -2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 14.1 70 -45 2.8 -3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 13.6 15 10 4.7 -1.6
FSMD Fidelity Small-Mid Multifactor ETF 13.5 15 10 6.4 +0.1
GLRY Inspire Faithward Mid Cap Momentum ETF 13.4 80 -55 5.9 -0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 13.3 20 5 5.1 -1.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 13.2 4 21 5.7 -0.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 13.0 60 -35 6.0 -0.4
PDP Invesco Dorsey Wright Momentum ETF 13.0 62 -37 3.2 -3.1
SFYX SoFi Next 500 ETF 12.9 0 25 4.7 -1.6
EZM WisdomTree U.S. MidCap Fund 12.8 38 -13 8.3 +2.0
ISCG iShares Morningstar Small-Cap Growth ETF 12.6 6 19 2.2 -4.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 12.4 75 -50 6.7 +0.4
VBK Vanguard Small-Cap Growth ETF 12.4 7 18 1.1 -5.2
SCHM Schwab U.S. Mid-Cap ETF 12.3 4 21 5.9 -0.4
PKB Invesco Building & Construction ETF 12.1 62 -37 4.9 -1.4
XHB SPDR S&P Homebuilders ETF 12.1 35 -10 11.0 +4.7
HWAY Themes US Infrastructure ETF 11.7 29 -4 6.2 -0.1
OSCV Opus Small Cap Value ETF 11.7 79 -54 6.0 -0.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 11.6 60 -35 5.7 -0.6
QVAL Alpha Architect US Quantitative Value ETF 11.5 39 -14 9.9 +3.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 11.4 60 -35 9.0 +2.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 11.3 61 -36 6.2 -0.1
SMAP Amplify Small-Mid Cap Equity ETF 11.3 60 -35 4.9 -1.4
IJJ iShares S&P Mid-Cap 400 Value ETF 11.2 18 7 7.7 +1.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 11.1 55 -30 4.2 -2.1
TMFX Motley Fool Next Index ETF 11.1 50 -25 2.9 -3.4
AIRR First Trust RBA American Industrial Renaissance ETF 11.0 70 -45 4.9 -1.4
SURE AdvisorShares Insiders Advantage ETF 11.0 90 -65 9.8 +3.5
MDYV SPDR S&P 400 Mid Cap Value ETF 10.9 15 10 7.8 +1.5
JHSC John Hancock Multifactor Small Cap ETF 10.8 42 -17 6.2 -0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 10.7 15 10 7.1 +0.7
VB Vanguard Small-Cap ETF 10.4 5 20 4.9 -1.4
VFQY Vanguard U.S. Quality Factor ETF 10.3 13 12 6.3 +0.0
XMVM Invesco S&P MidCap Value with Momentum ETF 10.2 39 -14 8.6 +2.3
SMCF Themes US Small Cap Cash Flow Champions ETF 9.9 29 -4 10.7 +4.4
DON WisdomTree U.S. MidCap Dividend Fund 9.9 38 -13 8.1 +1.8
PAVE Global X U.S. Infrastructure Development ETF 9.8 47 -22 5.2 -1.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 9.7 60 -35 2.9 -3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 9.6 60 -35 6.9 +0.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 9.5 52 -27 6.8 +0.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 9.4 49 -24 9.0 +2.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.3 30 -5 7.8 +1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.2 24 1 7.7 +1.4
BFOR ALPS Barron's 400 ETF 9.1 65 -40 5.7 -0.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 9.1 61 -36 6.0 -0.3
QGRO American Century U.S. Quality Growth ETF 9.1 29 -4 3.5 -2.8
AFSM First Trust Active Factor Small Cap ETF 9.0 75 -50 6.0 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 8.8 23 2 5.5 -0.8
GVLU Gotham 1000 Value ETF 8.6 50 -25 7.9 +1.6
VXF Vanguard Extended Market ETF 8.5 6 19 3.4 -2.9
SRHQ SRH U.S. Quality ETF 8.5 35 -10 7.5 +1.2
VBR Vanguard Small Cap Value ETF 8.4 7 18 7.9 +1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 8.4 17 8 4.8 -1.5
ISCB iShares Morningstar Small-Cap ETF 8.4 4 21 5.1 -1.2
FCPI Fidelity Stocks for Inflation ETF 8.3 15 10 7.7 +1.4
ITB iShares U.S. Home Construction ETF 8.1 40 -15 11.8 +5.5
DSTL Distillate US Fundamental Stability & Value ETF 8.1 39 -14 8.4 +2.1
ONEO SPDR Russell 1000 Momentum Focus ETF 8.1 20 5 6.6 +0.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 8.0 70 -45 4.8 -1.5
SIXL ETC 6 Meridian Low Beta Equity ETF 7.9 80 -55 5.8 -0.5
JHMM John Hancock Multifactor Mid Cap ETF 7.9 42 -17 6.0 -0.3
NUSC Nuveen ESG Small-Cap ETF 7.8 31 -6 5.1 -1.2
FLDZ RiverNorth Patriot ETF 7.7 75 -50 5.5 -0.9
DFAS Dimensional U.S. Small Cap ETF 7.5 26 -1 5.6 -0.7
THRO iShares U.S. Thematic Rotation Active ETF 7.5 90 -65 3.7 -2.6
FDLS Inspire Fidelis Multi Factor ETF 7.4 76 -51 5.8 -0.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 7.3 35 -10 6.0 -0.3
SMMD iShares Russell 2500 ETF 7.3 15 10 5.6 -0.8
PSC Principal U.S. Small-Cap ETF 7.3 38 -13 5.4 -0.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 7.2 25 0 9.9 +3.6
BTHM BlackRock Future U.S. Themes ETF 7.2 60 -35 4.2 -2.1
TTAC FCF US Quality ETF 7.2 59 -34 5.9 -0.4
VAMO Cambria Value & Momentum ETF 7.2 61 -36 5.9 -0.4
WTV WisdomTree US Value Fund of Benef Interest 7.1 12 13 9.2 +2.9
FXH First Trust Health Care AlphaDEX Fund 7.1 62 -37 6.3 -0.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 7.1 39 -14 5.4 -0.9
MBOX Freedom Day Dividend ETF 7.0 39 -14 7.6 +1.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.0 20 5 7.8 +1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.0 39 -14 3.5 -2.8
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 6.9 69 -44 8.6 +2.3
VSDA VictoryShares Dividend Accelerator ETF 6.8 35 -10 7.3 +1.0
XRT SPDR S&P Retail ETF 6.8 35 -10 10.1 +3.8
RUNN Running Oak Efficient Growth ETF 6.7 58 -33 4.8 -1.5
IWP iShares Russell Mid-Cap Growth ETF 6.6 23 2 3.1 -3.2
DEUS Xtrackers Russell US Multifactor ETF 6.6 17 8 6.9 +0.6
CCSO Carbon Collective Climate Solutions US Equity ETF 6.6 35 -10 1.9 -4.4
HOMZ Hoya Capital Housing ETF 6.6 30 -5 7.7 +1.4
DSMC Distillate Small/Mid Cash Flow ETF 6.6 55 -30 12.1 +5.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 6.5 95 -70 0.6 -5.7
COWS Amplify Cash Flow Dividend Leaders ETF 6.5 0 25 11.2 +4.9
SCHA Schwab U.S. Small-Cap ETF 6.5 4 21 4.5 -1.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 6.5 75 -50 5.3 -1.0
VTWG Vanguard Russell 2000 Growth ETF 6.5 15 10 0.7 -5.6
IWO iShares Russell 2000 Growth ETF 6.4 24 1 0.5 -5.8
VFMF Vanguard U.S. Multifactor ETF 6.4 18 7 8.4 +2.1
ECML Euclidean Fundamental Value ETF 6.3 95 -70 13.0 +6.7
PEXL Pacer US Export Leaders ETF 6.3 60 -35 5.5 -0.8
COWZ Pacer US Cash Cows 100 ETF 6.2 49 -24 11.4 +5.1
ROUS Hartford Multifactor US Equity ETF 6.2 19 6 7.1 +0.8
FNDA Schwab Fundamental US Small Co. Index ETF 6.2 25 0 6.0 -0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 6.2 49 -24 4.5 -1.8
FCLD Fidelity Cloud Computing ETF 6.1 39 -14 1.7 -4.7
VALQ American Century U.S. Quality Value ETF 6.1 29 -4 7.1 +0.8
FESM Fidelity Enhanced Small Cap ETF 6.0 28 -3 1.4 -4.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.0 64 -39 1.9 -4.4
FNK First Trust Mid Cap Value AlphaDEX Fund 6.0 70 -45 10.1 +3.8
GSFP Goldman Sachs Future Planet Equity ETF 5.9 75 -50 3.8 -2.5
AVLV Avantis U.S. Large Cap Value ETF 5.8 15 10 7.1 +0.8
SYLD Cambria Shareholder Yield ETF 5.8 59 -34 10.9 +4.6
KIE SPDR S&P Insurance ETF 5.8 35 -10 6.0 -0.3
USMF WisdomTree U.S. Multifactor Fund 5.8 28 -3 6.5 +0.2
VFMO Vanguard U.S. Momentum Factor ETF 5.6 13 12 2.6 -3.7
LCLG Logan Capital Broad Innovative Growth ETF 5.6 99 -74 4.5 -1.8
AZTD Aztlan Global Stock Selection DM SMID ETF 5.5 75 -50 6.5 +0.2
VUSE Vident U.S. Equity Strategy ETF 5.5 50 -25 4.4 -1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 5.5 20 5 5.3 -1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 5.4 25 0 7.1 +0.8
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 5.3 60 -35 5.4 -0.9
IPDP Dividend Performers ETF 5.3 122 -97 4.7 -1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 5.3 52 -27 5.3 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.3 18 7 7.6 +1.3
KONG Formidable Fortress ETF 5.3 89 -64 5.6 -0.7
TPSC Timothy Plan US Small Cap Core ETF 5.3 52 -27 6.5 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 5.2 12 13 5.9 -0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.2 58 -33 5.2 -1.1
TMDV ProShares Russell US Dividend Growers ETF 5.2 35 -10 6.5 +0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 5.2 80 -55 4.4 -1.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 5.2 42 -17 6.0 -0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 5.2 35 -10 6.1 -0.2
SDY SPDR S&P Dividend ETF 5.1 35 -10 6.3 +0.0
FXO First Trust Financials AlphaDEX Fund 5.0 62 -37 7.5 +1.2
IFRA iShares U.S. Infrastructure ETF 5.0 30 -5 6.7 +0.4
VNSE Natixis Vaughan Nelson Select ETF 4.9 80 -55 3.0 -3.3
KBWP Invesco KBW Property & Casualty Insurance ETF 4.9 35 -10 6.3 -0.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.9 15 10 4.4 -2.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 4.8 60 -35 6.7 +0.4
XITK SPDR FactSet Innovative Technology ETF 4.8 45 -20 -5.1 -11.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.7 65 -40 4.8 -1.5
ROE Astoria US Quality Kings ETF 4.7 49 -24 7.2 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 4.7 4 21 5.3 -1.0
PFI Invesco Dorsey Wright Financial Momentum ETF 4.7 60 -35 5.2 -1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.7 60 -35 4.0 -2.3
NUMG Nuveen ESG Mid-Cap Growth ETF 4.7 31 -6 2.0 -4.3
LYLD Cambria Large Cap Shareholder Yield ETF 4.7 59 -34 9.3 +3.0
FLRG Fidelity U.S. Multifactor ETF 4.5 15 10 7.7 +1.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 10 4.4 -1.9
LRGF iShares U.S. Equity Factor ETF 4.5 8 17 5.6 -0.8
IWR iShares Russell Midcap ETF 4.4 19 6 5.5 -0.8
EBIZ Global X E-Commerce ETF 4.4 50 -25 2.0 -4.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.4 15 10 7.3 +1.0
BSCFX Baron Small Cap Retail 4.4 75 -50 3.5 -2.8
VFMV Vanguard U.S. Minimum Volatility ETF 4.4 13 12 5.7 -0.6
PRAY FIS Christian Stock Fund 4.4 69 -44 6.1 -0.2
CZA Invesco Zacks Mid-Cap ETF 4.4 72 -47 5.7 -0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.4 65 -40 4.3 -2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.3 60 -35 6.2 -0.2
RDVY First Trust Rising Dividend Achievers ETF 4.3 50 -25 9.4 +3.1
JSTC Adasina Social Justice All Cap Global ETF 4.3 89 -64 4.4 -1.9
SKYY First Trust Cloud Computing ETF 4.3 60 -35 3.3 -3.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.3 60 -35 10.1 +3.8
ISCV iShares Morningstar Small Cap Value ETF 4.2 6 19 7.9 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 4.2 20 5 6.8 +0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 4.2 39 -14 4.2 -2.1
KRUZ Unusual Whales Subversive Republican Trading ETF 4.2 75 -50 5.6 -0.7
HAPY Harbor Human Capital Factor Unconstrained ETF 4.1 50 -25 4.3 -2.0
SXQG ETC 6 Meridian Quality Growth ETF 4.1 100 -75 4.7 -1.6
WLDR Affinity World Leaders Equity ETF 4.1 67 -42 7.5 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.0 55 -30 4.3 -2.0
WCLD WisdomTree Cloud Computing Fund 4.0 45 -20 1.4 -4.9
IHF iShares U.S. Healthcare Providers ETF 4.0 40 -15 7.2 +0.9
KCE SPDR S&P Capital Markets ETF 4.0 35 -10 6.0 -0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.0 60 -35 5.6 -0.7
ETHO Etho Climate Leadership U.S. ETF 3.9 47 -22 3.4 -2.9
STXK Strive Small-Cap ETF 3.9 18 7 5.1 -1.2
FIDU Fidelity MSCI Industrial Index ETF 3.9 8 17 4.4 -1.9
ISMD Inspire Small/Mid Cap ETF 3.9 54 -29 4.2 -2.1
FDIV MarketDesk Focused U.S. Dividend ETF 3.9 35 -10 10.4 +4.1
VIS Vanguard Industrials ETF 3.9 10 15 4.2 -2.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.9 20 5 4.5 -1.8
IWM iShares Russell 2000 ETF 3.9 19 6 2.9 -3.4
RSSL Global X Russell 2000 ETF 3.9 8 17 2.7 -3.6
VTWO Vanguard Russell 2000 ETF 3.9 10 15 3.0 -3.3
OPTZ Optimize Strategy Index ETF 3.9 50 -25 3.0 -3.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.8 12 13 4.3 -2.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.8 79 -54 4.6 -1.8
MADE iShares U.S. Manufacturing ETF 3.8 40 -15 5.3 -1.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.8 60 -35 8.7 +2.4
IBUY Amplify Online Retail ETF 3.8 65 -40 1.4 -4.9
FIW First Trust Water ETF 3.7 53 -28 4.6 -1.7
PHO Invesco Water Resources ETF 3.7 60 -35 4.6 -1.7
SMRI Bushido Capital US Equity ETF 3.7 71 -46 10.1 +3.8
HLGE Hartford Longevity Economy ETF 3.7 44 -19 6.0 -0.3
IWS iShares Russell Mid-Cap Value ETF 3.7 23 2 6.4 +0.1
BBP Virtus LifeSci Biotech Products ETF 3.7 79 -54 0.0 -6.3
WCEO Hypatia Women CEO ETF 3.7 85 -60 4.6 -1.7
LUX Tema Luxury ETF 3.6 75 -50 2.8 -3.5
PTF Invesco Dorsey Wright Technology Momentum ETF 3.6 60 -35 1.6 -4.7
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 3 5.7 -0.6
DFNV Donoghue Forlines Innovation ETF 3.6 69 -44 5.1 -1.2
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 0 8.6 +2.3
FVD First Trust Value Line Dividend Index Fund 3.6 65 -40 6.5 +0.2
XBI SPDR S&P BIOTECH ETF 3.6 35 -10 -3.5 -9.8
PTL Inspire 500 ETF 3.5 9 16 5.7 -0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 -12 6.1 -0.2
RJMG FT Raymond James Multicap Growth Equity ETF 3.5 85 -60 2.1 -4.2
FTDS First Trust Dividend Strength ETF 3.5 70 -45 8.5 +2.2
IBBQ Invesco Nasdaq Biotechnology ETF 3.5 19 6 0.9 -5.4
VOLT Tema Electrification ETF 3.4 75 -50 3.1 -3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.4 15 10 8.4 +2.1
FTGS First Trust Growth Strength ETF 3.4 60 -35 5.6 -0.7
CFA VictoryShares US 500 Volatility Wtd ETF 3.4 35 -10 5.7 -0.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.4 29 -4 7.1 +0.8
PKW Invesco Buyback Achievers ETF 3.4 62 -37 6.6 +0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.4 40 -15 5.6 -0.7
WFH Direxion Work From Home ETF 3.4 45 -20 5.3 -1.0
FQAL Fidelity Quality Factor ETF 3.3 15 10 5.9 -0.5
BUYZ Franklin Disruptive Commerce ETF 3.3 50 -25 1.9 -4.5
FDG American Century Focused Dynamic Growth ETF 3.3 45 -20 2.4 -3.9
FMAT Fidelity MSCI Materials Index ETF 3.2 8 17 6.6 +0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 19 3.7 -2.6
OCEN IQ Clean Oceans ETF 3.2 45 -20 6.8 +0.5
HDUS Hartford Disciplined US Equity ETF 3.2 19 6 5.7 -0.6
VFLO VictoryShares Free Cash Flow ETF 3.2 39 -14 10.0 +3.7
FXL First Trust Technology AlphaDEX Fund 3.2 61 -36 4.6 -1.7
IAK iShares U.S. Insurance ETF 3.2 40 -15 6.3 -0.0
ONEY SPDR Russell 1000 Yield Focus ETF 3.1 20 5 9.5 +3.2
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 -34 2.6 -3.7
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 10 6.1 -0.2
IYJ iShares U.S. Industrials ETF 3.1 40 -15 4.5 -1.8
TMFS Motley Fool Small-Cap Growth ETF 3.1 85 -60 3.2 -3.1
FOVL iShares Focused Value Factor ETF 3.1 25 0 8.5 +2.2
VAW Vanguard Materials ETF 3.1 10 15 6.7 +0.4
NIXT Research Affiliates Deletions ETF 3.0 9 16 5.3 -1.0
MGMT Ballast Small/Mid Cap ETF 3.0 110 -85 6.9 +0.6
AVUS Avantis U.S. Equity ETF 3.0 15 10 5.6 -0.7
GDIV Harbor Dividend Growth Leaders ETF 3.0 50 -25 5.3 -1.0
XHS SPDR S&P Health Care Services ETF 3.0 35 -10 6.9 +0.6
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 2.9 60 -35 4.9 -1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 -40 5.1 -1.2
TXS Texas Capital Texas Equity Index ETF 2.9 49 -24 4.7 -1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.9 29 -4 6.5 +0.2
TMAT Main Thematic Innovation ETF 2.9 164 -139 -1.3 -7.6
TEMP JPMorgan Climate Change Solutions ETF 2.9 49 -24 5.7 -0.6
BDFIX Baron Discovery 2.9 75 -50 0.2 -6.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 8 5.4 -1.0
IBB iShares Biotechnology ETF 2.8 45 -20 0.1 -6.2
ERTH Invesco MSCI Sustainable Future ETF 2.8 62 -37 3.6 -2.7
FPX First Trust US Equity Opportunities ETF 2.8 61 -36 0.2 -6.1
SWP SWP Growth & Income ETF 2.7 99 -74 4.2 -2.1
JVAL JPMorgan U.S. Value Factor ETF 2.7 12 13 8.1 +1.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.7 12 13 5.5 -0.8
XSW SPDR S&P Software & Services ETF 2.7 35 -10 2.3 -4.0
VCR Vanguard Consumer Discretionary ETF 2.7 10 15 4.2 -2.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 2.7 58 -33 -3.3 -9.6
FDWM Fidelity Women's Leadership ETF 2.7 59 -34 4.6 -1.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.7 8 17 4.3 -2.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.7 39 -14 4.0 -2.3
DFAT Dimensional U.S. Targeted Value ETF 2.6 28 -3 7.9 +1.6
IEDI iShares U.S. Consumer Focused ETF 2.6 18 7 5.0 -1.3
LGRO Level Four Large Cap Growth Active ETF 2.6 55 -30 4.0 -2.3
TIME Clockwise Core Equity & Innovation ETF 2.6 95 -70 -0.5 -6.8
DFSU Dimensional US Sustainability Core 1 ETF 2.6 18 7 5.4 -0.9
EATV VegTech Plant-based Innovation & Climate ETF 2.6 75 -50 3.4 -2.9
AIS VistaShares Artificial Intelligence Supercycle ETF 2.5 75 -50 3.7 -2.6
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 10 5.6 -0.7
FDMO Fidelity Momentum Factor ETF 2.5 15 10 3.9 -2.4
ZIG Acquirers Fund 2.5 84 -59 15.0 +8.7
BGDV Bahl & Gaynor Dividend ETF 2.4 45 -20 4.7 -1.6
XT iShares Exponential Technologies ETF 2.4 46 -21 4.7 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.4 67 -42 8.7 +2.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.4 45 -20 -7.4 -13.7
SMDV ProShares Russell 2000 Dividend Growers ETF 2.4 40 -15 6.9 +0.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.4 60 -35 3.0 -3.4
FXG First Trust Consumer Staples AlphaDEX Fund 2.4 63 -38 7.7 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 2.4 47 -22 3.8 -2.5
FTXG First Trust Nasdaq Food & Beverage ETF 2.4 60 -35 7.3 +1.0
FBT First Trust NYSE Arca Biotechnology Index Fund 2.3 56 -31 2.8 -3.5
PBE Invesco Biotechnology & Genome ETF 2.3 58 -33 1.8 -4.5
DCOR Dimensional US Core Equity 1 ETF 2.3 14 11 5.2 -1.1
TPHD Timothy Plan High Dividend Stock ETF 2.3 52 -27 6.6 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.3 54 -29 6.5 +0.2
SIZE iShares MSCI USA Size Factor ETF 2.3 15 10 6.0 -0.3
EBLU Ecofin Global Water ESG Fund 2.3 40 -15 4.8 -1.5
AQWA Global X Clean Water ETF 2.3 50 -25 4.4 -1.9
CGW Invesco S&P Global Water Index ETF 2.3 57 -32 4.6 -1.7
PIO Invesco Global Water ETF 2.3 75 -50 5.1 -1.3
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 7 6.4 +0.1
BFIIX Baron FinTech 2.2 75 -50 3.3 -3.0
HELX Franklin Genomic Advancements ETF 2.2 50 -25 0.5 -5.8
WCBR WisdomTree Cybersecurity Fund 2.2 45 -20 1.6 -4.7
REVS Columbia Research Enhanced Value ETF 2.2 19 6 7.4 +1.1
CANC Tema Oncology ETF 2.2 75 -50 -3.6 -9.9
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 16 6.1 -0.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.2 35 -10 5.4 -0.9
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 -10 5.1 -1.2
CBSE Clough Select Equity ETF 2.2 85 -60 2.2 -4.1
ULVM VictoryShares US Value Momentum ETF 2.2 20 5 7.2 +0.9
IMCB iShares Morningstar Mid-Cap ETF 2.1 4 21 5.7 -0.6
BLES Inspire Global Hope ETF 2.1 61 -36 6.5 +0.2
DFNL Davis Select Financial ETF 2.1 63 -38 6.6 +0.3
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 -2 9.1 +2.8
FFND Future Fund Active ETF 2.1 100 -75 1.0 -5.3
SVAL iShares US Small Cap Value Factor ETF 2.1 20 5 10.2 +3.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.1 15 10 7.6 +1.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.1 75 -50 2.5 -3.8
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 -24 5.8 -0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 2.0 35 -10 11.8 +5.5
BMED Future Health ETF 2.0 85 -60 0.0 -6.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 0 5.2 -1.1
AFLG First Trust Active Factor Large Cap ETF 2.0 55 -30 6.1 -0.2
VFVA Vanguard U.S. Value Factor ETF 2.0 13 12 9.8 +3.5
JHDV John Hancock U.S. High Dividend ETF 1.9 34 -9 6.7 +0.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.9 38 -13 8.0 +1.7
FTCS First Trust Capital Strength ETF 1.9 55 -30 6.0 -0.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -35 1.5 -4.8
BLCR iShares Large Cap Core Active ETF 1.9 36 -11 4.3 -2.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.9 60 -35 -2.4 -8.7
SMOG VanEck Low Carbon Energy ETF 1.9 61 -36 2.6 -3.7
IYC iShares U.S. Consumer Discretionary ETF 1.8 40 -15 3.4 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -34 5.7 -0.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.8 38 -13 6.3 -0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.8 19 6 6.3 -0.0
IUSG iShares Core S&P U.S. Growth ETF 1.8 4 21 4.1 -2.2
ITAN Sparkline Intangible Value ETF 1.7 50 -25 5.9 -0.4
FXZ First Trust Materials AlphaDEX Fund 1.7 61 -36 12.0 +5.7
IYM iShares U.S. Basic Materials ETF 1.7 40 -15 7.0 +0.7
AOTG AOT Growth and Innovation ETF 1.7 75 -50 3.0 -3.4
FELC Fidelity Enhanced Large Cap Core ETF 1.7 18 7 5.2 -1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.7 35 -10 6.0 -0.3
MISL First Trust Indxx Aerospace & Defense ETF 1.7 60 -35 2.6 -3.7
ITA iShares U.S. Aerospace & Defense ETF 1.7 40 -15 1.6 -4.7
XAR SPDR S&P Aerospace & Defense ETF 1.7 35 -10 2.4 -3.9
NATO Themes Transatlantic Defense ETF 1.7 35 -10 3.1 -3.2
DFSV Dimensional US Small Cap Value ETF 1.6 31 -6 8.6 +2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 1.6 20 5 0.9 -5.4
BOTT Themes Robotics & Automation ETF 1.6 35 -10 4.2 -2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.6 50 -25 4.4 -1.9
CGGO Capital Group Global Growth Equity ETF 1.6 47 -22 4.4 -1.9
CCNR ALPS CoreCommodity Natural Resources ETF 1.6 39 -14 9.9 +3.6
IGV iShares Expanded Tech-Software Sector ETF 1.5 41 -16 2.4 -3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.5 9 16 5.9 -0.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 -43 2.4 -3.9
KBE SPDR S&P Bank ETF 1.5 35 -10 8.7 +2.4
CGV Conductor Global Equity Value ETF 1.5 130 -105 8.9 +2.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.5 15 10 6.5 +0.2
IEZ iShares U.S. Oil Equipment & Services ETF 1.5 40 -15 2.0 -4.3
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.5 35 -10 -0.2 -6.5
FELG Fidelity Enhanced Large Cap Growth ETF 1.5 18 7 4.5 -1.8
DFUV Dimensional US Marketwide Value ETF 1.5 22 3 7.3 +1.0
BIBL Inspire 100 ETF 1.5 35 -10 5.2 -1.1
DFAU Dimensional US Core Equity Market ETF 1.5 12 13 5.0 -1.3
OGIG ALPS O'Shares Global Internet Giants ETF 1.5 48 -23 2.0 -4.3
HKND Humankind US Stock ETF 1.5 11 14 7.4 +1.1
QDF FlexShares Quality Dividend Index Fund 1.5 37 -12 6.1 -0.2
DVY iShares Select Dividend ETF 1.5 38 -13 8.4 +2.1
DRIV Global X Autonomous & Electric Vehicles ETF 1.5 68 -43 5.2 -1.1
PPA Invesco Aerospace & Defense ETF 1.4 58 -33 2.4 -3.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.4 28 -3 5.5 -0.8
FTWO Strive FAANG 2.0 ETF 1.4 49 -24 4.4 -1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 -46 -0.4 -6.7
AGNG Global X Aging Population ETF 1.4 50 -25 4.1 -2.2
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -34 1.9 -4.4
MVPS Amplify Thematic All-Stars ETF 1.4 49 -24 2.8 -3.5
DAT ProShares Big Data Refiners ETF 1.4 58 -33 1.2 -5.1
HAP VanEck Natural Resources ETF 1.4 50 -25 10.1 +3.8
NANR SPDR S&P North American Natural Resources ETF 1.4 35 -10 7.7 +1.4
RECS Columbia Research Enhanced Core ETF 1.4 15 10 5.8 -0.5
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -34 2.7 -3.6
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 10 5.5 -0.8
FBOT Fidelity Disruptive Automation ETF 1.4 50 -25 3.5 -2.8
TRFK Pacer Data and Digital Revolution ETF 1.4 60 -35 3.6 -2.8
IDNA iShares Genomics Immunology and Healthcare ETF 1.4 47 -22 -4.9 -11.2
CNCR Range Cancer Therapeutics ETF 1.4 79 -54 0.0 -6.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.4 9 16 5.3 -1.0
IETC iShares U.S. Tech Independence Focused ETF 1.4 18 7 4.2 -2.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -36 4.6 -1.7
VERS ProShares Metaverse ETF 1.3 58 -33 -10.1 -16.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.3 12 13 4.5 -1.8
VONV Vanguard Russell 1000 Value ETF 1.3 8 17 6.3 +0.0
CVY Invesco Zacks Multi-Asset Income ETF 1.3 106 -81 9.0 +2.7
GVUS Marketbeta Russell 1000 Value Equity ETF 1.3 12 13 6.3 -0.0
IWD iShares Russell 1000 Value ETF 1.3 19 6 6.2 -0.1
JHML John Hancock Multifactor Large Cap ETF 1.3 29 -4 5.3 -1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.3 56 -31 6.4 +0.1
EVX VanEck Environmental Services ETF 1.3 55 -30 3.4 -2.9
RNEW VanEck Green Infrastructure ETF 1.3 45 -20 -0.9 -7.2
TOLL Tema Monopolies and Oligopolies ETF 1.3 75 -50 3.3 -3.0
GURU Global X Guru Index ETF 1.3 75 -50 1.8 -4.5
FDCF Fidelity Disruptive Communications ETF 1.3 50 -25 3.2 -3.1
SAMT Strategas Macro Thematic Opportunities ETF 1.3 65 -40 3.5 -2.9
PRNT 3D Printing ETF 1.3 66 -41 0.6 -5.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.3 15 10 4.9 -1.4
VDC Vanguard Consumer Staples ETF 1.3 10 15 6.1 -0.2
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -70 3.2 -3.1
VLU SPDR S&P 1500 Value Tilt ETF 1.2 12 13 6.7 +0.4
EES WisdomTree U.S. SmallCap Fund 1.2 38 -13 7.2 +0.9
PBJ Invesco Food & Beverage ETF 1.2 57 -32 5.9 -0.4
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 0 6.9 +0.6
STXD Strive 1000 Dividend Growth ETF 1.2 35 -10 5.2 -1.1
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.2 8 17 6.0 -0.3
APUE ActivePassive U.S. Equity ETF 1.2 45 -20 4.6 -1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.2 3 22 5.1 -1.2
SYNB Putnam BioRevolution ETF 1.2 70 -45 2.6 -3.7
CCMG CCM Global Equity ETF 1.2 34 -9 7.5 +1.2
MAKX ProShares S&P Kensho Smart Factories ETF 1.2 58 -33 0.1 -6.2
RSHO Tema American Reshoring ETF 1.2 75 -50 3.5 -2.8
IYK iShares U.S. Consumer Staples ETF 1.2 40 -15 7.1 +0.7
VTWV Vanguard Russell 2000 Value ETF 1.2 15 10 5.1 -1.2
DFUS Dimensional U.S. Equity ETF 1.2 9 16 4.8 -1.5
VIG Vanguard Dividend Appreciation ETF 1.1 6 19 5.6 -0.7
IWN iShares Russell 2000 Value ETF 1.1 24 1 5.1 -1.2
IWTR iShares MSCI Water Management Multisector ETF 1.1 47 -22 5.6 -0.7
VEGI iShares MSCI Agriculture Producers ETF 1.1 39 -14 8.7 +2.4
DFVX Dimensional US Large Cap Vector ETF 1.1 22 3 6.1 -0.2
SGDM Sprott Gold Miners ETF 1.1 50 -25 4.7 -1.6
GDX VanEck Gold Miners ETF 1.1 51 -26 4.4 -1.9
XME SPDR S&P Metals & Mining ETF 1.1 35 -10 9.2 +2.9
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF 1.1 60 -35 3.3 -3.0
SILJ ETFMG Prime Junior Silver Miners ETF 1.1 69 -44 1.2 -5.2
VTI Vanguard Total Stock Market ETF 1.1 3 22 4.7 -1.6
IBOT Vaneck Robotics ETF 1.1 47 -22 3.9 -2.4
BUZZ VanEck Social Sentiment ETF 1.1 75 -50 0.9 -5.4
PBD Invesco Global Clean Energy ETF 1.1 75 -50 -4.6 -10.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.1 3 22 4.8 -1.5
EFRA iShares Environmental Infrastructure and Industrials ETF 1.1 47 -22 5.1 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 1.1 85 -60 4.4 -1.9
VTHR Vanguard Russell 3000 ETF 1.1 10 15 4.7 -1.6
IWV iShares Russell 3000 ETF 1.1 20 5 4.6 -1.7
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 16 4.7 -1.6
STXG Strive 1000 Growth ETF 1.1 18 7 4.0 -2.3
LBO WHITEWOLF Publicly Listed Private Equity ETF 1.1 70 -45 8.6 +2.3
PSP Invesco Global Listed Private Equity ETF 1.1 106 -81 7.5 +1.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.1 40 -15 4.3 -2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.1 11 14 4.9 -1.5
IYY iShares Dow Jones U.S. ETF 1.1 20 5 4.7 -1.6
SCHB Schwab U.S. Broad Market ETF 1.1 3 22 4.8 -1.5
CLOD Themes Cloud Computing ETF 1.1 35 -10 2.5 -3.8
IYF iShares U.S. Financials ETF 1.1 40 -15 5.4 -0.9
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 -20 -1.7 -8.0
ISHP First Trust Nasdaq Retail ETF 1.1 60 -35 2.9 -3.4
ONLN ProShares Online Retail ETF 1.1 58 -33 2.9 -3.4
PAWZ ProShares Pet Care ETF 1.1 50 -25 4.8 -1.5
PINK Simplify Health Care ETF 1.1 50 -25 4.1 -2.2
SCHK Schwab 1000 Index ETF 1.1 5 20 4.9 -1.4
STXV Strive 1000 Value ETF 1.0 18 7 7.8 +1.5
IGE iShares North American Natural Resources ETF 1.0 41 -16 6.4 +0.1
HART IQ Healthy Hearts ETF 1.0 45 -20 6.2 -0.1
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 0 5.4 -0.9
VFH Vanguard Financials ETF 1.0 10 15 5.6 -0.7
IGPT Invesco AI and Next Gen Software ETF 1.0 60 -35 3.7 -2.6
FHLC Fidelity MSCI Health Care Index ETF 1.0 8 17 6.0 -0.3
BEDZ AdvisorShares Hotel ETF 1.0 100 -75 0.2 -6.1
PEJ Invesco Leisure and Entertainment ETF 1.0 58 -33 -0.6 -6.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.0 12 13 7.5 +1.2
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 -4 4.4 -1.9
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 -20 3.7 -2.6
DTD WisdomTree U.S. Total Dividend Fund 1.0 28 -3 6.1 -0.2
VHT Vanguard Health Care ETF 1.0 10 15 5.8 -0.5
SCHD Schwab US Dividend Equity ETF 1.0 6 19 9.6 +3.3
MVPA Miller Value Partners Appreciation ETF 1.0 60 -35 9.8 +3.5
FNCL Fidelity MSCI Financials Index ETF 1.0 8 17 5.5 -0.8
SCAP InfraCap Small Cap Income ETF 1.0 135 -110 8.2 +1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -27 5.2 -1.1
PNQI Invesco NASDAQ Internet ETF 1.0 60 -35 2.3 -4.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.0 73 -48 7.9 +1.6
PFM Invesco Dividend Achievers ETF 1.0 53 -28 5.3 -1.0
VONE Vanguard Russell 1000 ETF 1.0 8 17 4.9 -1.4
DRLL Strive U.S. Energy ETF 1.0 41 -16 7.3 +1.0
IWB iShares Russell 1000 ETF 1.0 15 10 4.8 -1.5
FRNW Fidelity Clean Energy ETF 1.0 39 -14 3.7 -2.6
IPO Renaissance IPO ETF 1.0 60 -35 5.6 -0.7
VCLN Virtus Duff & Phelps Clean Energy ETF 1.0 59 -34 4.7 -1.6
ACES ALPS Clean Energy ETF 1.0 55 -30 -5.4 -11.7
CTEC Global X CleanTech ETF 1.0 50 -25 2.6 -3.7
RAYS Global X Solar ETF 1.0 51 -26 7.0 +0.7
ICLN iShares Global Clean Energy ETF 1.0 41 -16 6.2 -0.2
CNRG SPDR S&P Kensho Clean Power ETF 1.0 45 -20 -1.9 -8.2
PBW Invesco WilderHill Clean Energy ETF 1.0 66 -41 -13.2 -19.5
TAN Invesco Solar ETF 1.0 67 -42 10.0 +3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 -4 4.3 -2.0
DHS WisdomTree U.S. High Dividend Fund 1.0 38 -13 8.0 +1.7
FDHT Fidelity Digital Health ETF 1.0 39 -14 -2.2 -8.5
FMED Fidelity Disruptive Medicine ETF 1.0 50 -25 -1.0 -7.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.0 65 -40 -1.0 -7.3
EDOC Global X Telemedicine & Digital Health ETF Registered 1.0 68 -43 -3.3 -9.6
FFTY Innovator IBD 50 ETF 1.0 80 -55 -0.2 -6.5
SUPL ProShares Supply Chain Logistics ETF 1.0 58 -33 13.5 +7.2
IYT iShares US Transportation ETF 1.0 40 -15 2.7 -3.6
XTN SPDR S&P Transportation ETF 1.0 35 -10 3.1 -3.2
CRUZ Defiance Hotel Airline and Cruise ETF 1.0 45 -20 -4.5 -10.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.9 70 -45 10.1 +3.8
IYH iShares U.S. Healthcare ETF 0.9 40 -15 6.8 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 19 7.8 +1.5
MILN Global X Millennial Consumer ETF 0.9 50 -25 2.6 -3.7
PRF Invesco FTSE RAFI US 1000 ETF 0.9 39 -14 6.8 +0.5
DIV Global X SuperDividend US ETF 0.9 45 -20 8.0 +1.7
TRFM AAM Transformers ETF 0.9 49 -24 1.0 -5.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 13 4.5 -1.8
MEDI Harbor Health Care ETF 0.9 80 -55 -1.1 -7.4
XHE SPDR S&P Health Care Equipment ETF 0.9 35 -10 2.2 -4.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.8 25 0 7.0 +0.7
DGRO iShares Core Dividend Growth ETF 0.8 8 17 6.4 +0.1
DUHP Dimensional US High Profitability ETF 0.8 21 4 6.5 +0.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.8 46 -21 9.2 +2.9
FDN First Trust Dow Jones Internet Index Fund 0.8 52 -27 3.4 -2.9
FDND FT Vest Dow Jones Internet & Target Income ETF 0.8 75 -50 3.2 -3.1
DTEC ALPS Disruptive Technologies ETF 0.8 50 -25 3.3 -3.0
CIBR First Trust NASDAQ Cybersecurity ETF 0.8 60 -35 3.9 -2.4
BUG Global X Cybersecurity ETF 0.8 51 -26 2.6 -3.7
CLOU Global X Cloud Computing ETF 0.8 68 -43 1.7 -4.6
IHAK iShares Cybersecurity & Tech ETF 0.8 47 -22 3.2 -3.1
FITE SPDR S&P Kensho Future Security ETF 0.8 45 -20 2.5 -3.8
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.8 60 -35 3.5 -2.8
SPAM Themes Cybersecurity ETF 0.8 35 -10 1.8 -4.5
AIEQ AI Powered Equity ETF 0.8 75 -50 4.9 -1.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -35 7.6 +1.3
CGDV Capital Group Dividend Value ETF 0.8 33 -8 5.1 -1.2
SAGP Strategas Global Policy Opportunities ETF 0.8 65 -40 6.0 -0.4
VGT Vanguard Information Technology ETF 0.8 10 15 4.4 -1.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.8 40 -15 3.6 -2.8
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 17 4.4 -1.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.8 38 -13 5.8 -0.5
IUS Invesco RAFI Strategic US ETF 0.8 19 6 6.8 +0.5
PXI Invesco Dorsey Wright Energy Momentum ETF 0.8 60 -35 6.1 -0.2
PXJ Invesco Oil & Gas Services ETF 0.8 63 -38 3.0 -3.3
FTXR First Trust Nasdaq Transportation ETF 0.8 60 -35 6.7 +0.4
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 15 4.9 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.8 59 -34 8.5 +2.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 4 3.8 -2.5
SCHV Schwab U.S. Large-Cap Value ETF 0.7 4 21 6.5 +0.2
VT Vanguard Total World Stock ETF 0.7 7 18 5.4 -0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.7 27 -2 6.9 +0.6
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -27 2.4 -3.9
ARB AltShares Merger Arbitrage ETF 0.7 77 -52 4.3 -2.0
OIH VanEck Oil Services ETF 0.7 35 -10 1.7 -4.6
INCE Franklin Income Equity Focus ETF 0.7 29 -4 5.7 -0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.7 15 10 4.6 -1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 -5 7.5 +1.2
PPTY US Diversified Real Estate ETF 0.7 53 -28 6.0 -0.3
VYM Vanguard High Dividend Yield Index ETF 0.7 6 19 6.8 +0.5
BHCHX Baron Health Care Strategy 0.7 75 -50 -0.8 -7.1
VONG Vanguard Russell 1000 Growth ETF 0.7 8 17 4.5 -1.8
IWF iShares Russell 1000 Growth ETF 0.7 19 6 4.4 -1.9
SCHX Schwab U.S. Large-Cap ETF 0.7 3 22 4.9 -1.4
TINT ProShares Smart Materials ETF 0.7 58 -33 7.2 +0.9
ARKW ARK Next Generation Internet ETF 0.7 87 -62 -0.6 -6.9
ILCG iShares Morningstar Growth ETF 0.7 4 21 3.8 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.7 9 16 3.3 -3.0
TOGA Tremblant Global ETF 0.7 69 -44 1.7 -4.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 21 4.0 -2.3
IVEG iShares Emergent Food and AgTech Multisector ETF 0.6 47 -22 8.2 +1.9
MAGA Point Bridge America First ETF 0.6 72 -47 6.1 -0.2
GDOC Goldman Sachs Future Health Care Equity ETF 0.6 75 -50 3.0 -3.3
IUSV iShares Core S&P US Value ETF 0.6 4 21 6.3 +0.0
SUSA iShares MSCI USA ESG Select ETF 0.6 25 0 5.0 -1.3
KRMA Global X Conscious Companies ETF 0.6 43 -18 5.7 -0.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.6 31 -6 6.6 +0.3
FENY Fidelity MSCI Energy Index ETF 0.6 8 17 6.4 +0.1
IYG iShares US Financial Services ETF 0.6 40 -15 4.9 -1.5
VDE Vanguard Energy ETF 0.6 10 15 6.4 +0.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.6 5 20 7.1 +0.8
IGM iShares Expanded Tech Sector ETF 0.5 41 -16 4.1 -2.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 15 4.3 -2.0
CVAR Cultivar ETF 0.5 87 -62 7.0 +0.7
KBWD Invesco KBW High Dividend Yield Financial ETF 0.5 384 -359 8.6 +2.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 -31 13.4 +7.1
WDIV SPDR S&P Global Dividend ETF 0.5 40 -15 9.6 +3.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.5 75 -50 5.0 -1.3
WBIY WBI Power Factor High Dividend ETF 0.5 100 -75 11.4 +5.1
FVAL Fidelity Value Factor ETF 0.5 15 10 6.8 +0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 0.5 45 -20 9.5 +3.2
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 -13 4.7 -1.6
QUS SPDR MSCI USA StrategicFactors ETF 0.5 15 10 5.8 -0.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 0.5 75 -50 4.9 -1.4
KNCT Invesco Next Gen Connectivity ETF 0.5 40 -15 4.5 -1.8
DFLV Dimensional US Large Cap Value ETF 0.5 22 3 7.5 +1.2
BULD Pacer BlueStar Engineering the Future ETF 0.5 60 -35 1.6 -4.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.5 49 -24 10.6 +4.3
NUDV Nuveen ESG Dividend ETF 0.5 26 -1 7.4 +1.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 5 -7.4 -13.7
VEGN US Vegan Climate ETF 0.5 60 -35 4.3 -2.0
FMIL Fidelity New Millennium ETF 0.5 59 -34 4.9 -1.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.5 45 -20 -4.4 -10.7
LIT Global X Lithium & Battery Tech ETF 0.5 75 -50 9.8 +3.5
ZAP Global X U.S. Electrification ETF 0.5 50 -25 3.9 -2.4
IBAT iShares Energy Storage & Materials ETF 0.5 47 -22 3.3 -3.1
BATT Amplify Lithium & Battery Technology ETF 0.5 59 -34 -0.3 -6.6
EV Mast Global Battery Recycling & Production ETF 0.5 65 -40 12.2 +5.9
GNR SPDR S&P Global Natural Resources ETF 0.5 40 -15 9.9 +3.6
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 22 4.8 -1.5
INEQ Columbia International Equity Income ETF 0.5 45 -20 6.5 +0.2
IYW iShares U.S. Technology ETF 0.5 40 -15 4.3 -2.0
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -43 3.6 -2.7
DSI iShares MSCI KLD 400 Social ETF 0.4 25 0 5.0 -1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 -50 4.8 -1.6
DEW WisdomTree Global High Dividend Fund 0.4 58 -33 8.4 +2.1
EPS WisdomTree U.S. LargeCap Fund 0.4 8 17 5.5 -0.8
SHE SPDR MSCI USA Gender Diversity ETF 0.4 20 5 4.8 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 11 4.9 -1.5
FBCV Fidelity Blue Chip Value ETF 0.4 59 -34 7.4 +1.1
DIVB iShares Core Dividend ETF 0.4 5 20 7.5 +1.2
SUSL iShares ESG MSCI USA Leaders ETF 0.4 10 15 5.1 -1.2
LVOL American Century Low Volatility ETF 0.4 29 -4 4.8 -1.5
GLBL Pacer MSCI World Industry Advantage ETF 0.4 65 -40 4.5 -1.8
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 10 3.9 -2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 15 5.1 -1.2
GLOF iShares Global Equity Factor ETF 0.4 20 5 6.6 +0.3
SHPP Pacer Industrials and Logistics ETF 0.4 60 -35 9.0 +2.7
ACTV LeaderShares Activist Leaders ETF 0.4 75 -50 6.2 -0.1
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 -17 4.4 -1.9
LRGC AB US Large Cap Strategic Equities ETF 0.4 48 -23 4.5 -1.8
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 0 4.9 -1.4
TOKE Cambria Cannabis ETF 0.4 42 -17 -1.6 -7.9
VICE AdvisorShares Vice ETF 0.4 99 -74 5.3 -1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.4 10 15 4.3 -2.0
PBUS Invesco MSCI USA ETF 0.4 4 21 4.9 -1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 5 4.9 -1.4
FTXN First Trust Nasdaq Oil & Gas ETF 0.4 60 -35 8.1 +1.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.3 39 -14 -1.7 -8.0
IDRV iShares Self-driving EV & Tech ETF 0.3 47 -22 3.5 -2.8
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 7 6.5 +0.2
CLNR IQ Cleaner Transport ETF 0.3 45 -20 6.4 +0.1
SFY SoFi Select 500 ETF 0.3 0 25 4.5 -1.8
FDVV Fidelity High Dividend ETF 0.3 15 10 8.7 +2.4
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 -5 6.1 -0.2
XDAT Franklin Exponential Data ETF 0.3 50 -25 3.4 -2.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -22 8.4 +2.1
IYE iShares U.S. Energy ETF 0.3 40 -15 6.4 +0.1
TOK iShares MSCI Kokusai ETF 0.3 26 -1 4.9 -1.4
ESGU iShares ESG Aware MSCI USA ETF 0.3 15 10 4.9 -1.4
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 10 5.6 -0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 0.3 35 -10 5.0 -1.3
URTH iShares MSCI World ETF 0.3 24 1 5.0 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 5 5.1 -1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 16 5.1 -1.2
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 -1 3.7 -2.6
DURA VanEck Durable High Dividend ETF 0.3 29 -4 7.8 +1.5
ACWI iShares MSCI ACWI ETF 0.2 32 -7 5.1 -1.2
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 11 5.9 -0.4
JGRO JPMorgan Active Growth ETF 0.2 44 -19 3.6 -2.8
XPND First Trust Expanded Technology ETF 0.2 65 -40 4.4 -1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 17 4.9 -1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -50 5.0 -1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 18 4.9 -1.4
ILCV iShares Morningstar Value ETF 0.2 4 21 6.3 +0.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.2 47 -22 5.8 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 -7 4.7 -1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.2 28 -3 4.6 -1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -17 5.1 -1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 25 4.9 -1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.2 48 -23 6.1 -0.3
ACVF American Conservative Values ETF 0.2 75 -50 4.3 -2.0
VOTE TCW Transform 500 ETF 0.2 5 20 4.8 -1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 16 5.2 -1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 -5 4.5 -1.8
OALC OneAscent Large Cap Core ETF 0.1 86 -61 4.3 -2.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 7 4.2 -2.1
HDV iShares Core High Dividend ETF 0.1 8 17 7.2 +0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 13 4.6 -1.7
RAFE PIMCO RAFI ESG U.S. ETF 0.1 29 -4 7.6 +1.3
MODL VictoryShares WestEnd U.S. Sector ETF 0.1 42 -17 4.7 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 -3 5.8 -0.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.1 75 -50 3.8 -2.5
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -25 4.8 -1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 23 4.9 -1.4
RVRB Reverb ETF 0.0 30 -5 4.6 -1.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -33 4.5 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.0 49 -24 4.7 -1.6

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:		 Invesco S&P MidCap Quality ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 24.5 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 25 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 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.