Invesco S&P MidCap Momentum ETF
ALTAR
Score™
6.8% info Recommen-
dation
NEUTRAL
2023E    2024E
P/E
ratio
15.2x P/Sales
ratio
1.3x
P/BV
ratio
3.3x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco S&P MidCap Momentum ETF tracks the S&P Midcap 400 Momentum Index which holds 80 securities in the S&P Midcap 400 Index that have the highest momentum scores.

FUND BASICS
Category US Equities
Fund Sponsor Invesco PowerShares
Website www.powershares.com
Inception date Mar 03, 2005
Assets (mns) $1,066
Currency USD
Expense ratio 33 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 72
Wgt avg mkt cap (mns) $9,780
Large cap (>$10bn) 42.7%
Mid cap ($2-10bn) 56.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
JABIL CIRCUIT INC 5.1 %
BUILDERS FIRSTSOURCE INC 4.5 %
SUPER MICRO COMPUTER, INC. 3.9 %
DECKERS OUTDOOR CORP 3.9 %
RELIANCE STEEL & ALUMINUM 3.4 %
EMCOR GROUP INC 3.0 %
BELLRING BRANDS INC 2.5 %
PENUMBRA, INC. 2.5 %
LENNOX INTERNATIONAL INC 2.4 %
LINCOLN ELECTRIC HOLDINGS 2.2 %
Total 33.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.0 %
BERMUDA 1.7 %
BRITAIN 1.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
11.0% 3.8% 12.0% 12.1% 11.8%

Market Correlations
versus... Beta R-squared
S&P500 0.98 75%
MSCI EAFE 0.89 58%
MSCI Emg. Mkts. 0.58 26%

Technical Indicators
Recent close $82.80
30d moving avg. $78.46
Annualized volatility 20.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 5.0%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 63
Turnover 0.5%
Bid/Ask (% of price) 0.30%
ADV underlying (mns) $2,066

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 626 potential alternatives to the Invesco S&P MidCap Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with XMMO. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XMMO Expense: 33 bp ALTAR Score™: 6.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XMMO
Ticker Fund
Name
Overlap1
vs XMMO
(%)
Expense
ratio
(bp)
Savings
vs XMMO
(bp)
ALTAR
Score™
(%)
ALTAR
vs XMMO
(%)
XMHQ Invesco S&P MidCap Quality ETF 31.0 25 8 8.6 +1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 26.7 17 16 6.9 +0.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 26.6 15 18 6.9 +0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 26.4 15 18 6.9 +0.1
AFMC First Trust Active Factor Mid Cap ETF 26.2 65 -32 9.1 +2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 25.5 15 18 7.9 +1.1
XJH iShares ESG Screened S&P Mid-Cap ETF 24.8 12 21 7.9 +1.0
GRPM Invesco S&P MidCap 400 GARP ETF 24.2 40 -7 11.5 +4.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 23.8 15 18 8.3 +1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 23.4 39 -6 5.5 -1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 23.4 60 -27 7.6 +0.7
MDY SPDR S&P Midcap 400 ETF Trust 23.1 23 10 7.6 +0.8
SPMD SPDR Portfolio Mid Cap ETF 22.8 3 30 7.8 +1.0
IJH iShares Core S&P Mid-Cap ETF 22.5 5 28 7.8 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 22.4 10 23 7.8 +0.9
RWK Invesco S&P MidCap 400 Revenue ETF 21.8 39 -6 9.3 +2.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 21.3 35 -2 7.9 +1.1
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 20.3 48 -15 8.3 +1.4
XMVM Invesco S&P MidCap Value with Momentum ETF 19.7 39 -6 10.2 +3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 18.8 70 -37 2.4 -4.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 18.8 80 -47 7.0 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 18.1 24 9 8.5 +1.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 18.0 15 18 8.7 +1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 17.9 15 18 8.8 +1.9
IJJ iShares S&P Mid-Cap 400 Value ETF 17.9 18 15 8.8 +1.9
SMDY Syntax Stratified MidCap ETF 17.6 35 -2 7.5 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 17.2 25 8 7.1 +0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 16.8 30 3 9.5 +2.7
EZM WisdomTree U.S. MidCap Earnings Fund 16.4 38 -5 10.5 +3.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 15.7 60 -27 7.4 +0.5
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 15.3 25 8 9.3 +2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 14.9 7 26 6.1 -0.7
VAMO Cambria Value & Momentum ETF 14.8 61 -28 11.5 +4.7
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 14.7 80 -47 7.2 +0.4
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 14.6 15 18 6.8 -0.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 13.9 60 -27 11.7 +4.9
FSMD Fidelity Small-Mid Factor ETF 13.8 29 4 7.9 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 13.6 60 -27 11.0 +4.2
RFV Invesco S&P Midcap 400 Pure Value ETF 13.6 35 -2 10.6 +3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 13.6 29 4 6.8 -0.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 13.2 75 -42 7.5 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 13.1 59 -26 8.0 +1.1
ITB iShares U.S. Home Construction ETF 12.6 40 -7 12.2 +5.4
SFYX Sofi Next 500 ETF 12.5 0 33 6.1 -0.8
PRN Invesco DWA Industrials Momentum ETF 12.4 60 -27 5.4 -1.5
XHB SPDR S&P Homebuilders ETF 12.3 35 -2 9.8 +3.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 12.2 61 -28 7.4 +0.5
PKB Invesco Dynamic Building & Construction ETF 12.0 60 -27 11.3 +4.5
RNMC Mid Cap US Equity Select ETF 11.9 60 -27 8.9 +2.0
DON WisdomTree U.S. MidCap Dividend Fund 11.9 38 -5 9.1 +2.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 11.8 15 18 6.0 -0.9
ONEO SPDR Russell 1000 Momentum Focus ETF 11.7 20 13 7.4 +0.6
OSCV Opus Small Cap Value Plus ETF 11.5 79 -46 6.5 -0.3
SCHM Schwab U.S. Mid-Cap ETF 11.3 4 29 6.8 -0.0
VBR Vanguard Small Cap Value Index Fund 11.0 7 26 9.1 +2.2
VB Vanguard Small-Cap ETF 10.8 5 28 5.8 -1.0
PSC Principal U.S. Small Cap Index ETF 10.7 38 -5 8.6 +1.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 10.7 17 16 7.5 +0.6
USMF WisdomTree U.S. Multifactor Fund 10.7 28 5 7.4 +0.6
HOMZ Hoya Capital Housing ETF 10.4 30 3 8.7 +1.8
VBK Vanguard Small-Cap Growth Index Fund 10.4 7 26 1.3 -5.6
PAVE Global X U.S. Infrastructure Development ETF 10.2 47 -14 6.4 -0.4
JHSC John Hancock Multifactor Small Cap ETF 9.8 42 -9 6.4 -0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 9.8 4 29 6.2 -0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 9.7 40 -7 7.1 +0.2
KIE SPDR S&P Insurance ETF 9.5 35 -2 5.2 -1.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 9.5 20 13 5.5 -1.4
GVLU Gotham 1000 Value ETF 9.5 50 -17 9.1 +2.3
WTV WisdomTree US Value Fund 9.3 12 21 9.2 +2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.3 24 9 8.7 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 9.2 13 20 2.7 -4.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 9.2 30 3 8.4 +1.6
FOVL iShares Focused Value Factor ETF 9.1 25 8 11.2 +4.3
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 9.1 17 16 5.8 -1.0
VALQ American Century STOXX U.S. Quality Value ETF 8.9 29 4 8.1 +1.2
COWS Amplify Cash Flow Dividend Leaders ETF 8.9 0 33 12.3 +5.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.8 75 -42 4.3 -2.5
VFMF Vanguard U.S. Multifactor ETF 8.8 18 15 9.1 +2.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.8 20 13 8.3 +1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.7 15 18 5.9 -0.9
VXF Vanguard Extended Market Index Fund 8.5 6 27 4.0 -2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.5 63 -30 2.7 -4.2
SRHQ SRH U.S. Quality ETF 8.3 35 -2 8.4 +1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 8.2 70 -37 12.0 +5.1
ISCG iShares Morningstar Small-Cap Growth ETF 8.1 6 27 2.0 -4.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 8.0 95 -62 1.8 -5.0
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 7.9 60 -27 6.8 -0.1
SMMD iShares Russell 2500 ETF 7.9 15 18 6.4 -0.5
QVAL Alpha Architect U.S. Quantitative Value ETF 7.9 39 -6 11.6 +4.8
JHMM John Hancock Multifactor Mid Cap ETF 7.8 42 -9 7.2 +0.4
RUNN Running Oak Efficient Growth ETF 7.7 58 -25 5.5 -1.3
PEXL Pacer US Export Leaders ETF 7.7 60 -27 5.3 -1.6
BRNY Burney U.S. Factor Rotation ETF 7.6 79 -46 6.3 -0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 7.6 80 -47 5.6 -1.2
SYLD Cambria Shareholder Yield ETF 7.5 59 -26 11.8 +5.0
DBLV AdvisorShares DoubleLine Value Equity ETF 7.5 90 -57 8.6 +1.8
ISCB iShares Morningstar Small-Cap ETF 7.5 4 29 5.3 -1.5
KONG Formidable Fortress ETF 7.5 89 -56 6.7 -0.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 7.4 61 -28 5.6 -1.2
NUSC Nuveen ESG Small-Cap ETF 7.3 31 2 5.7 -1.1
FXO First Trust Financials AlphaDEX Fund 7.3 62 -29 10.0 +3.1
BFOR Barron's 400 ETF 7.2 65 -32 8.0 +1.1
FLDZ RiverNorth Volition America Patriot ETF 7.1 75 -42 6.1 -0.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 7.0 65 -32 5.3 -1.6
NVQ QRAFT AI-Enhanced US Next Value ETF 7.0 81 -48 9.9 +3.1
JMOM JPMorgan U.S. Momentum Factor ETF 7.0 12 21 5.4 -1.4
ISCV iShares Morningstar Small Cap Value ETF 7.0 6 27 8.5 +1.7
PDP Invesco DWA Momentum ETF 7.0 62 -29 3.9 -2.9
QGRO American Century STOXX U.S. Quality Growth ETF 6.9 29 4 5.9 -1.0
DFAS Dimensional U.S. Small Cap ETF 6.8 26 7 6.4 -0.4
ROUS Hartford Multifactor US Equity ETF 6.8 19 14 6.6 -0.2
ECML Euclidean Fundamental Value ETF 6.8 95 -62 15.0 +8.2
IAK iShares U.S. Insurance ETF 6.7 39 -6 5.3 -1.5
ISMD Inspire Small/Mid Cap Impact ETF 6.7 54 -21 6.3 -0.5
AFSM First Trust Active Factor Small Cap ETF 6.7 77 -44 9.4 +2.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.7 15 18 11.0 +4.1
MGMT Ballast Small/Mid Cap ETF 6.5 110 -77 7.6 +0.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.4 60 -27 7.8 +1.0
VFQY Vanguard U.S. Quality Factor ETF 6.4 13 20 7.4 +0.6
ETHO Etho Climate Leadership U.S. ETF 6.2 47 -14 5.0 -1.8
TPLC Timothy Plan US Large Cap Core ETF 6.2 52 -19 6.1 -0.8
TMFX Motley Fool Next Index ETF 6.2 50 -17 3.3 -3.6
BUL Pacer US Cash Cows Growth ETF 6.2 60 -27 10.1 +3.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.2 25 8 12.1 +5.3
DSMC Distillate Small/Mid Cash Flow ETF 6.2 55 -22 12.5 +5.7
PSL Invesco DWA Consumer Staples Momentum ETF 6.1 60 -27 5.4 -1.5
DFAT Dimensional U.S. Targeted Value ETF 5.9 28 5 8.8 +2.0
COWZ Pacer US Cash Cows 100 ETF 5.9 49 -16 11.4 +4.5
PYZ Invesco DWA Basic Materials Momentum ETF 5.9 60 -27 8.0 +1.2
IFRA iShares U.S. Infrastructure ETF 5.8 30 3 6.5 -0.3
LCLG Logan Capital Broad Innovative Growth ETF 5.8 99 -66 5.5 -1.4
BTHM BlackRock Future U.S. Themes ETF 5.7 60 -27 5.0 -1.8
AMID Argent Mid Cap ETF 5.7 52 -19 8.1 +1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 5.7 59 -26 3.6 -3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.7 18 15 8.2 +1.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.7 60 -27 4.7 -2.1
XTN SPDR S&P Transportation ETF 5.6 35 -2 0.7 -6.2
RSHO Tema American Reshoring ETF 5.6 75 -42 3.1 -3.8
FXZ First Trust Materials AlphaDEX Fund 5.5 61 -28 10.7 +3.9
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 5.5 35 -2 8.6 +1.8
FDMO Fidelity Momentum Factor ETF 5.5 29 4 4.1 -2.7
AIRR First Trust RBA American Industrial Renaissance ETF 5.5 70 -37 5.9 -1.0
IWO iShares Russell 2000 Growth ETF 5.5 24 9 1.2 -5.6
AVLV Avantis U.S. Large Cap Value ETF 5.4 15 18 8.2 +1.4
VTWG Vanguard Russell 2000 Growth Index Fund 5.4 15 18 1.3 -5.6
IYT iShares Transportation Average ETF 5.4 40 -7 2.4 -4.5
GRNR Global X Green Building ETF 5.3 45 -12 7.2 +0.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.3 20 13 7.5 +0.7
AVUV Avantis U.S. Small Cap Value ETF 5.2 25 8 10.4 +3.5
MBOX Freedom Day Dividend ETF 5.2 39 -6 8.5 +1.7
XRT SPDR S&P Retail ETF 5.2 35 -2 10.0 +3.1
SCHA Schwab U.S. Small-Cap ETF 5.1 4 29 5.2 -1.6
FCPI Fidelity Stocks for Inflation ETF 5.0 29 4 9.4 +2.6
TMFS Motley Fool Small Cap Growth ETF 5.0 85 -52 2.7 -4.2
SUPL ProShares Supply Chain Logistics ETF 5.0 58 -25 12.9 +6.0
FCLD Fidelity Cloud Computing ETF 5.0 39 -6 2.5 -4.4
USVT US Value ETF 5.0 49 -16 12.1 +5.2
ROE Astoria US Quality Kings ETF 5.0 49 -16 8.3 +1.5
PKW Invesco Buyback Achievers ETF 4.9 64 -31 8.0 +1.1
FFTY Innovator IBD 50 ETF 4.9 80 -47 3.8 -3.1
FXG First Trust Consumer Staples AlphaDEX Fund 4.9 63 -30 7.1 +0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 4.8 15 18 7.0 +0.1
HDUS Hartford Disciplined US Equity ETF 4.8 19 14 6.5 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 4.8 20 13 10.8 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.7 75 -42 6.5 -0.4
FIDU Fidelity MSCI Industrials Index ETF 4.7 8 25 5.2 -1.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.6 35 -2 7.1 +0.3
VIS Vanguard Industrials Index Fund 4.6 10 23 4.9 -1.9
WCEO Hypatia Women CEO ETF 4.6 85 -52 6.3 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.6 65 -32 4.4 -2.5
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 10 3.9 -2.9
HLGE Hartford Longevity Economy ETF 4.5 44 -11 7.0 +0.1
EQAL Invesco Russell 1000 Equal Weight ETF 4.5 20 13 6.9 +0.0
XME SPDR S&P Metals & Mining ETF 4.5 35 -2 7.1 +0.2
SLX VanEck Steel ETF 4.5 56 -23 22.6 +15.8
DSTL Distillate US Fundamental Stability & Value ETF 4.5 39 -6 7.6 +0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 4.5 31 2 3.7 -3.1
STXK Strive Small-Cap ETF 4.4 18 15 5.7 -1.1
IWR iShares Russell Midcap ETF 4.4 18 15 6.2 -0.7
IVES Wedbush ETFMG Global Cloud Technology ETF 4.4 68 -35 1.8 -5.0
TPSC Timothy Plan US Small Cap Core ETF 4.4 52 -19 8.4 +1.5
AUSF Global X Adaptive U.S. Factor ETF 4.4 27 6 5.9 -1.0
IWS iShares Russell Mid-Cap Value ETF 4.4 23 10 7.3 +0.4
TRFK Pacer Data and Digital Revolution ETF 4.4 60 -27 4.5 -2.4
WLDR Affinity World Leaders Equity ETF 4.3 67 -34 8.7 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.3 29 4 8.6 +1.7
IYM iShares U.S. Basic Materials ETF 4.3 40 -7 7.1 +0.2
PFI Invesco DWA Financial Momentum ETF 4.2 60 -27 8.6 +1.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 4.2 25 8 7.0 +0.2
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 4.2 35 -2 8.1 +1.2
ZIG The Acquirers Fund 4.2 84 -51 18.3 +11.4
CSMD Congress SMid Growth ETF 4.1 69 -36 4.5 -2.3
FIXT Procure Disaster Recovery Strategy ETF 4.1 75 -42 5.2 -1.7
RESP WisdomTree US ESG Fund of Benef Interest 4.1 28 5 6.2 -0.7
DVY iShares Select Dividend ETF 4.0 38 -5 9.4 +2.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.0 35 -2 6.3 -0.6
MEME Roundhill MEME ETF 3.9 69 -36 -7.6 -14.4
GDIV Harbor Dividend Growth Leaders ETF 3.9 50 -17 6.2 -0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.9 39 -6 4.3 -2.6
SMCP AlphaMark Actively Managed Small Cap ETF 3.8 90 -57 0.0 -6.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.8 20 13 7.3 +0.4
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.8 60 -27 9.5 +2.6
XITK SPDR FactSet Innovative Technology ETF 3.8 45 -12 0.1 -6.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.8 29 4 7.1 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.8 60 -27 7.4 +0.6
BFIT Global X Health & Wellness ETF 3.8 50 -17 5.6 -1.2
JVAL JPMorgan U.S. Value Factor ETF 3.8 12 21 8.9 +2.1
FEX First Trust Large Cap Core AlphaDEX Fund 3.8 59 -26 6.1 -0.7
IWM iShares Russell 2000 ETF 3.7 19 14 3.9 -2.9
VTWO Vanguard Russell 2000 Index Fund 3.7 10 23 4.0 -2.8
FXL First Trust Technology AlphaDEX Fund 3.7 61 -28 5.3 -1.6
RYJ Invesco Raymond James SB-1 Equity ETF 3.7 81 -48 3.9 -2.9
FAB First Trust Multi Cap Value AlphaDEX Fund 3.6 67 -34 11.2 +4.3
FLRG Fidelity U.S. Multifactor ETF 3.6 29 4 7.9 +1.0
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 3.5 35 -2 2.4 -4.4
BTEK BlackRock Future Tech ETF 3.5 88 -55 1.8 -5.0
FDWM Fidelity Women's Leadership ETF 3.5 59 -26 5.7 -1.1
IMCG iShares Morningstar Mid-Cap Growth ETF 3.5 6 27 4.5 -2.3
DFUV Dimensional US Marketwide Value ETF 3.5 22 11 8.2 +1.4
DFSV Dimensional US Small Cap Value ETF 3.4 31 2 9.3 +2.4
PRAY FIS Biblically Responsible Risk Managed ETF 3.4 69 -36 6.1 -0.8
CSML IQ Chaikin U.S. Small Cap ETF 3.4 35 -2 5.8 -1.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.4 85 -52 5.4 -1.4
LGLV SPDR Russell 1000 Low Volatility ETF 3.4 12 21 5.6 -1.3
KBWP Invesco KBW Property & Casualty Insurance ETF 3.4 35 -2 5.2 -1.6
VUSE Vident Core US Equity Fund 3.3 50 -17 5.9 -1.0
VAW Vanguard Materials Index Fund 3.3 10 23 6.6 -0.2
FDIV MarketDesk Focused U.S. Dividend ETF 3.3 35 -2 9.8 +2.9
FMAT Fidelity MSCI Materials Index ETF 3.3 8 25 6.8 -0.0
IYJ iShares U.S. Industrials ETF 3.2 40 -7 5.3 -1.5
FVD First Trust Value Line Dividend Index Fund 3.2 65 -32 6.2 -0.7
SMOT VanEck Morningstar SMID Moat ETF 3.2 49 -16 7.8 +0.9
VSDA VictoryShares Dividend Accelerator ETF 3.1 35 -2 6.6 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 3.1 17 16 6.0 -0.8
TTAC TrimTabs US Free Cash Flow Quality ETF 3.1 59 -26 6.2 -0.6
LUXX Roundhill S&P Global Luxury ETF 3.1 45 -12 2.5 -4.3
FLQL Franklin LibertyQ U.S. Equity ETF 3.1 15 18 6.7 -0.1
LRGF iShares Edge MSCI Multifactor USA ETF 3.1 8 25 6.1 -0.7
NUMV Nuveen ESG Mid-Cap Value ETF 3.1 31 2 8.1 +1.3
AVUS Avantis U.S. Equity ETF 3.0 15 18 6.4 -0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.0 4 29 6.3 -0.5
REVS Columbia Research Enhanced Value ETF 3.0 19 14 8.1 +1.3
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 29 6.3 -0.5
DAT ProShares Big Data Refiners ETF 2.9 58 -25 0.8 -6.0
FTXG First Trust Nasdaq Food & Beverage ETF 2.9 60 -27 5.9 -0.9
BIBL Inspire ETF 2.9 35 -2 5.4 -1.5
AFLG First Trust Active Factor Large Cap ETF 2.9 55 -22 6.5 -0.3
IEDI iShares Evolved U.S. Discretionary Spending ETF 2.9 18 15 5.2 -1.7
DES WisdomTree U.S. SmallCap Dividend Fund 2.8 38 -5 10.0 +3.2
VFVA Vanguard U.S. Value Factor ETF 2.8 13 20 11.1 +4.3
DFSU Dimensional US Sustainability Core 1 ETF 2.8 18 15 6.0 -0.8
EFRA iShares Environmental Infrastructure and Industrials ETF 2.7 47 -14 5.9 -1.0
SMOG VanEck Low Carbon Energy ETF 2.7 61 -28 3.0 -3.8
FAN First Trust Global Wind Energy ETF 2.7 60 -27 6.6 -0.2
EQRR ProShares Equities for Rising Rates ETF 2.7 35 -2 8.3 +1.4
CHAT Roundhill Generative AI & Technology ETF 2.6 75 -42 2.4 -4.5
SHPP Pacer Industrials and Logistics ETF 2.6 60 -27 9.4 +2.5
JSTC Adasina Social Justice All Cap Global ETF 2.6 89 -56 4.6 -2.2
FTXR First Trust Nasdaq Transportation ETF 2.6 60 -27 6.8 -0.1
JQUA JPMorgan U.S. Quality Factor ETF 2.6 12 21 6.0 -0.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.5 55 -22 4.7 -2.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.5 15 18 5.7 -1.2
EATZ AdvisorShares Restaurant ETF 2.5 101 -68 1.2 -5.6
IMCV iShares Morningstar Mid-Cap Value ETF 2.5 6 27 8.3 +1.4
TMDV ProShares Russell US Dividend Growers ETF 2.5 35 -2 6.7 -0.1
SDY SPDR S&P Dividend ETF 2.5 35 -2 6.9 +0.1
CZA Invesco Zacks Mid-Cap ETF 2.5 69 -36 6.7 -0.2
JHDV John Hancock U.S. High Dividend ETF 2.4 34 -1 6.9 +0.1
DWAS Invesco DWA SmallCap Momentum ETF 2.4 60 -27 1.1 -5.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.3 12 21 8.2 +1.3
FTGS First Trust Growth Strength ETF 2.3 60 -27 6.4 -0.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.3 25 8 6.2 -0.7
SIZE iShares MSCI USA Size Factor ETF 2.3 15 18 6.4 -0.5
PHO Invesco Water Resources ETF 2.2 60 -27 4.8 -2.0
FIW First Trust Water ETF 2.2 53 -20 4.8 -2.0
MISL First Trust Indxx Aerospace & Defense ETF 2.2 60 -27 3.9 -2.9
PPA Invesco Aerospace & Defense ETF 2.2 61 -28 4.2 -2.6
PICK iShares MSCI Global Metals & Mining Producers ETF 2.2 39 -6 10.2 +3.3
FMIL Fidelity New Millennium ETF 2.2 59 -26 4.4 -2.5
KRUZ Unusual Whales Subversive Republican Trading ETF 2.2 75 -42 4.1 -2.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.2 39 -6 6.3 -0.5
IAI iShares U.S. Broker-Dealers ETF 2.2 40 -7 6.5 -0.4
MDEV First Trust Indxx Medical Devices ETF 2.1 70 -37 4.1 -2.7
IWN iShares Russell 2000 Value ETF 2.1 24 9 6.2 -0.6
KCE SPDR S&P Capital Markets ETF 2.1 35 -2 7.9 +1.1
DUSA Davis Select U.S. Equity ETF 2.1 61 -28 8.3 +1.5
VTWV Vanguard Russell 2000 Value Index Fund 2.1 15 18 6.4 -0.5
FSTA Fidelity MSCI Consumer Staples Index ETF 2.1 8 25 6.3 -0.6
VDC Vanguard Consumer Staples Index Fund 2.1 10 23 6.3 -0.5
KOCG FIS Knights of Columbus Global Belief ETF 2.1 75 -42 5.2 -1.6
RDVY First Trust Rising Dividend Achievers ETF 2.1 50 -17 9.6 +2.7
HART IQ Healthy Hearts ETF 2.1 45 -12 5.7 -1.2
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 24 6.5 -0.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.0 65 -32 4.9 -1.9
VPN Global X Data Center REITs & Digital Infrastructure ETF 2.0 50 -17 1.7 -5.1
XSW SPDR S&P Software & Services ETF 2.0 35 -2 1.9 -5.0
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -47 4.2 -2.7
EATV VegTech Plant-based Innovation & Climate ETF 2.0 75 -42 1.9 -5.0
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 3 10.4 +3.5
TMFG Motley Fool Global Opportunities ETF 2.0 85 -52 3.4 -3.4
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -52 3.2 -3.6
IPDP Dividend Performers ETF 2.0 106 -73 5.1 -1.7
PBJ Invesco Dynamic Food & Beverage ETF 2.0 63 -30 6.0 -0.8
VLU SPDR S&P 1500 Value Tilt ETF 2.0 12 21 7.7 +0.9
CVY Invesco Zacks Multi-Asset Income ETF 2.0 100 -67 11.8 +4.9
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 2.0 38 -5 10.7 +3.8
AHOY Newday Ocean Health ETF 2.0 75 -42 5.6 -1.2
EVX VanEck Environmental Services ETF 2.0 55 -22 3.5 -3.3
RNEW VanEck Green Infrastructure ETF 2.0 45 -12 0.0 -6.8
BMVP Invesco Bloomberg MVP Multi-Factor ETF 1.9 60 -27 8.8 +1.9
XHE SPDR S&P Health Care Equipment ETF 1.9 35 -2 0.9 -6.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.9 68 -35 4.5 -2.4
BNE Blue Horizon BNE ETF 1.9 87 -54 4.2 -2.7
SVAL iShares US Small Cap Value Factor ETF 1.9 20 13 12.0 +5.1
QLV FlexShares US Quality Low Volatility Index Fund 1.8 22 11 5.2 -1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.8 19 14 6.8 -0.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 21 4.9 -1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -19 8.3 +1.4
UDI USCF Dividend Income Fund 1.8 0 33 0.0 -6.8
POWA Invesco Bloomberg Pricing Power ETF 1.8 55 -22 5.6 -1.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.8 20 13 6.1 -0.7
QQQN VictoryShares Nasdaq Next 50 ETF 1.8 18 15 3.6 -3.2
ERSX ERShares NextGen Entrepreneurs ETF 1.7 75 -42 5.9 -0.9
DFRA Donoghue Forlines Yield Enhanced Real Asset ETF 1.7 69 -36 9.2 +2.4
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -48 5.3 -1.6
HTEC ROBO Global Healthcare Technology & Innovation ETF 1.7 68 -35 1.6 -5.3
BLES Inspire Global Hope Large Cap ETF 1.7 61 -28 6.4 -0.4
VCR Vanguard Consumer Discretionary Index Fund 1.7 10 23 4.7 -2.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.7 58 -25 4.9 -2.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 1.7 8 25 4.8 -2.1
SXQG 6 Meridian Quality Growth ETF 1.7 100 -67 4.7 -2.2
IYK iShares U.S. Consumer Goods ETF 1.7 40 -7 6.7 -0.2
SQLV Legg Mason Small-Cap Quality Value 1.7 60 -27 9.9 +3.1
SMDV ProShares Russell 2000 Dividend Growers ETF 1.7 40 -7 7.9 +1.0
PRNT The 3D Printing ETF 1.7 66 -33 -3.2 -10.0
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 7 4.4 -2.4
DFAU Dimensional US Core Equity Market ETF 1.7 12 21 5.7 -1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -32 2.4 -4.4
BOTZ Global X Robotics & Artificial Intelligence ETF 1.7 69 -36 2.1 -4.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.7 75 -42 3.6 -3.2
RECS Columbia Research Enhanced Core ETF 1.7 15 18 6.2 -0.7
FQAL Fidelity Quality Factor ETF 1.6 29 4 5.8 -1.1
OALC OneAscent Large Cap Core ETF 1.6 82 -49 6.6 -0.2
DTEC ALPS Disruptive Technologies ETF 1.6 50 -17 3.7 -3.1
BKUS BNY Mellon Sustainable US Equity ETF 1.6 50 -17 4.6 -2.3
FPXI First Trust International Equity Opportunities ETF 1.6 70 -37 3.8 -3.1
FLV American Century Focused Large Cap Value ETF 1.6 42 -9 6.5 -0.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.6 70 -37 4.3 -2.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.6 25 8 7.2 +0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 -25 6.4 -0.4
FIVG Defiance Next Gen Connectivity ETF 1.6 30 3 6.8 -0.0
IWD iShares Russell 1000 Value ETF 1.6 19 14 7.1 +0.3
VONV Vanguard Russell 1000 Value Index Fund 1.6 8 25 7.2 +0.3
TXS Texas Capital Texas Equity Index ETF 1.6 49 -16 5.6 -1.2
KVLE KFA Value Liner Dynamic Core Equity Index ETF 1.5 56 -23 5.7 -1.2
QDEF FlexShares Quality Dividend Defensive Index Fund 1.5 37 -4 6.1 -0.7
HAPY Harbor Corporate Culture Leaders ETF 1.5 50 -17 3.8 -3.1
ROSC Hartford Multifactor Small Cap ETF 1.5 34 -1 10.7 +3.8
MILN Global X Millennial Consumer ETF 1.5 50 -17 2.3 -4.5
IBOT Vaneck Robotics ETF 1.5 47 -14 3.4 -3.5
IYC iShares U.S. Consumer Services ETF 1.5 40 -7 4.1 -2.7
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -26 8.9 +2.0
IUSG iShares Core S&P US Growth ETF 1.5 4 29 5.7 -1.2
HKND Humankind US Stock ETF 1.5 11 22 6.8 -0.1
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 -6 7.1 +0.2
FVAL Fidelity Value Factor ETF 1.5 29 4 7.7 +0.9
PIO Invesco Global Water ETF 1.5 75 -42 5.1 -1.7
BECO BlackRock Future Climate and Sustainable Economy ETF 1.5 70 -37 18.9 +12.1
STCE Schwab Crypto Thematic ETF 1.5 30 3 -2.5 -9.4
BUZZ VanEck Social Sentiment ETF 1.5 75 -42 1.9 -4.9
IYF iShares U.S. Financials ETF 1.5 40 -7 6.7 -0.2
DFLV Dimensional US Large Cap Value ETF 1.5 22 11 8.6 +1.8
HACK ETFMG Prime Cyber Security ETF 1.4 60 -27 3.9 -2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 24 6.6 -0.2
AZTD Aztlan Global Stock Selection DM SMID ETF 1.4 75 -42 6.6 -0.3
KCAL Subversive Food Security ETF 1.4 75 -42 9.0 +2.2
PEJ Invesco Dynamic Leisure & Entertainment ETF 1.4 55 -22 -2.7 -9.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.4 25 8 7.2 +0.4
STXV Strive 1000 Value ETF 1.4 18 15 8.5 +1.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.4 15 18 7.1 +0.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -12 1.1 -5.8
RNLC Large Cap US Equity Select ETF 1.4 60 -27 6.6 -0.3
JHML John Hancock Multifactor Large Cap ETF 1.3 29 4 6.0 -0.9
ITAN Sparkline Intangible Value ETF 1.3 50 -17 6.5 -0.3
DTD WisdomTree U.S.Total Dividend Fund 1.3 28 5 7.2 +0.3
NETZ Engine No 1 Transform Climate ETF 1.3 75 -42 3.8 -3.0
FNCL Fidelity MSCI Financials Index ETF 1.3 8 25 6.9 +0.0
FSST Fidelity Sustainability U.S. Equity ETF 1.3 59 -26 5.5 -1.4
BMED BlackRock Future Health ETF 1.3 85 -52 0.7 -6.2
ITA iShares U.S. Aerospace & Defense ETF 1.3 40 -7 3.0 -3.9
XAR SPDR S&P Aerospace & Defense ETF 1.3 35 -2 -0.2 -7.1
FMET Fidelity Metaverse ETF 1.3 39 -6 4.2 -2.7
IUS Invesco Strategic US ETF 1.3 19 14 7.7 +0.8
SPTM SPDR Portfolio Total Stock Market ETF 1.3 3 30 5.8 -1.1
BITQ Bitwise Crypto Industry Innovators ETF 1.3 85 -52 -10.1 -17.0
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.3 69 -36 5.6 -1.3
VFH Vanguard Financials Index Fund 1.2 10 23 6.9 +0.1
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 18 4.9 -2.0
DFUS Dimensional U.S. Equity ETF 1.2 9 24 5.5 -1.4
AIEQ AI Powered Equity ETF 1.2 75 -42 4.1 -2.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 24 6.3 -0.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.2 58 -25 -1.4 -8.2
DWLD Davis Select Worldwide ETF 1.2 62 -29 6.9 +0.1
IHI iShares U.S. Medical Devices ETF 1.2 40 -7 4.3 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 30 5.4 -1.4
IWV iShares Russell 3000 ETF 1.2 20 13 5.3 -1.6
VTI Vanguard Total Stock Market Index Fund 1.2 3 30 5.3 -1.5
VTHR Vanguard Russell 3000 Index Fund 1.2 10 23 5.4 -1.5
QLC FlexShares US Quality Large Cap Index Fund 1.2 25 8 5.8 -1.1
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -17 1.7 -5.1
SCHB Schwab U.S. Broad Market ETF 1.2 3 30 5.5 -1.4
SCHK Schwab 1000 Index ETF 1.1 5 28 5.5 -1.3
FDVV Fidelity Core Dividend ETF 1.1 29 4 9.1 +2.3
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 -12 -5.0 -11.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 24 4.1 -2.7
DHS WisdomTree U.S. High Dividend Fund 1.1 38 -5 9.8 +3.0
QDF FlexShares Quality Dividend Index Fund 1.1 37 -4 6.2 -0.6
CIRC JPMorgan Sustainable Consumption ETF 1.1 49 -16 5.2 -1.7
IYY iShares Dow Jones U.S. ETF 1.1 20 13 5.3 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 -5 7.8 +0.9
ESGV Vanguard ESG U.S. Stock ETF 1.1 9 24 5.3 -1.5
GDEF Goldman Sachs Defensive Equity ETF 1.1 55 -22 5.2 -1.6
GNR SPDR S&P Global Natural Resources ETF 1.1 40 -7 8.9 +2.1
ACSI American Customer Satisfaction Core Alpha ETF 1.1 65 -32 5.5 -1.4
IUSV iShares Core S&P U.S. Value ETF 1.1 4 29 6.3 -0.6
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 -12 0.7 -6.2
CVAR Cultivar ETF 1.1 87 -54 7.7 +0.9
YUMY VanEck Future of Food ETF 1.1 69 -36 5.5 -1.3
IVEG iShares Emergent Food and AgTech Multisector ETF 1.1 47 -14 8.2 +1.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 1.1 20 13 6.2 -0.6
IEZ iShares U.S. Oil Equipment & Services ETF 1.0 40 -7 0.5 -6.4
XES SPDR S&P Oil & Gas Equipment & Services ETF 1.0 35 -2 -2.4 -9.3
OIH VanEck Oil Services ETF 1.0 35 -2 0.9 -5.9
PXI Invesco DWA Energy Momentum ETF 1.0 60 -27 5.9 -1.0
PXJ Invesco Dynamic Oil & Gas Services ETF 1.0 63 -30 -0.5 -7.3
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 1.0 42 -9 8.5 +1.7
IWB iShares Russell 1000 ETF 1.0 15 18 5.4 -1.4
QUAL iShares MSCI Usa Quality Factor ETF 1.0 15 18 6.1 -0.7
FPX First Trust US IPO Index Fund 1.0 61 -28 -0.6 -7.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.0 36 -3 6.7 -0.2
VONE Vanguard Russell 1000 ETF 1.0 8 25 5.5 -1.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.0 49 -16 5.2 -1.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 15 18 4.7 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 1.0 4 29 7.1 +0.2
STXG Strive 1000 Growth ETF 1.0 18 15 4.4 -2.4
FBCV Fidelity Blue Chip Value ETF 1.0 59 -26 7.1 +0.2
CGUS Capital Group Core Equity ETF 1.0 33 0 5.2 -1.6
DGRO iShares Core Dividend Growth ETF 1.0 8 25 7.0 +0.2
FFND Future Fund Active ETF 1.0 100 -67 0.3 -6.5
SPRX Spear Alpha ETF 1.0 75 -42 -1.5 -8.3
MDCP VictoryShares THB Mid Cap ESG ETF 0.9 55 -22 6.2 -0.6
IHAK iShares Cybersecurity & Tech ETF 0.9 47 -14 3.1 -3.7
BCDF Horizon Kinetics Blockchain Development ETF 0.9 85 -52 0.1 -6.7
CWS AdvisorShares Focused Equity ETF 0.9 84 -51 5.0 -1.8
CIBR First Trust NASDAQ CEA Cybersecurity ETF 0.9 60 -27 3.9 -3.0
KOMP SPDR Kensho New Economies Composite ETF 0.9 20 13 -0.5 -7.4
IGV iShares Expanded Tech-Software ETF 0.9 41 -8 3.4 -3.4
CLNR IQ Cleaner Transport ETF 0.9 45 -12 6.4 -0.4
PSI Invesco Dynamic Semiconductors ETF 0.9 56 -23 6.4 -0.5
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 -19 6.4 -0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 22 5.5 -1.3
IHF iShares U.S. Healthcare Providers ETF 0.9 39 -6 6.3 -0.6
XHS SPDR S&P Health Care Services ETF 0.9 35 -2 6.8 -0.0
FXH First Trust Health Care AlphaDEX Fund 0.9 61 -28 8.6 +1.7
CSD Invesco S&P Spin-Off ETF 0.9 65 -32 7.5 +0.7
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -26 2.4 -4.4
LVHD Legg Mason Low Volatility High Dividend ETF 0.9 27 6 9.4 +2.6
PFM Invesco Dividend Achievers ETF 0.9 53 -20 5.9 -1.0
NULV Nuveen ESG Large-Cap Value ETF 0.9 26 7 7.4 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 19 5.6 -1.2
VGT Vanguard Information Technology Index Fund 0.9 10 23 5.0 -1.9
VIG Vanguard Dividend Appreciation Index Fund 0.9 6 27 5.9 -0.9
SCHX Schwab U.S. Large-Cap ETF 0.9 3 30 5.5 -1.3
SCHD Schwab U.S. Dividend Equity ETF 0.9 6 27 8.9 +2.1
FDRR Fidelity Dividend ETF for Rising Rates 0.9 29 4 8.1 +1.3
JGRO JPMorgan Active Growth ETF 0.8 44 -11 3.7 -3.1
TRFM AAM Transformers ETF 0.8 49 -16 1.4 -5.5
ACTV LeaderShares Activist Leaders ETF 0.8 75 -42 9.2 +2.4
FTXL First Trust Nasdaq Semiconductor ETF 0.8 60 -27 7.4 +0.5
RNSC Small Cap US Equity Select ETF 0.8 60 -27 8.8 +1.9
FXU First Trust Utilities AlphaDEX Fund 0.8 64 -31 6.5 -0.4
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.8 28 5 6.1 -0.8
FTRI First Trust Indxx Global Natural Resources Income ETF 0.8 70 -37 9.1 +2.3
AQWA Global X Clean Water ETF 0.8 50 -17 4.8 -2.1
CGW Invesco S&P Global Water Index ETF 0.8 57 -24 4.6 -2.3
IWTR iShares MSCI Water Management Multisector ETF 0.8 47 -14 5.6 -1.2
EBLU Ecofin Global Water ESG Fund 0.8 40 -7 4.2 -2.6
NVIR Horizon Kinetics Energy and Remediation ETF 0.8 85 -52 0.4 -6.5
IDAT iShares Cloud 5G and Tech ETF 0.8 47 -14 5.1 -1.7
QTUM Defiance Quantum ETF 0.8 40 -7 4.3 -2.5
IDU iShares U.S. Utilities ETF 0.8 40 -7 6.2 -0.7
FTEC Fidelity MSCI Information Technology Index ETF 0.8 8 25 5.0 -1.8
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 4 6.1 -0.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 29 4.5 -2.3
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 23 5.4 -1.4
VEGI iShares MSCI Global Agriculture Producers ETF 0.7 39 -6 9.0 +2.2
OGIG O'Shares Global Internet Giants ETF 0.7 48 -15 0.1 -6.8
ENRG SoFi Smart Energy ETF 0.7 59 -26 -2.5 -9.4
LIT Global X Lithium & Battery Tech ETF 0.7 75 -42 5.0 -1.9
BATT Amplify Lithium & Battery Technology ETF 0.7 59 -26 1.8 -5.0
VYM Vanguard High Dividend Yield Index ETF 0.7 6 27 7.8 +0.9
VFMV Vanguard U.S. Minimum Volatility ETF 0.7 13 20 5.9 -1.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.7 35 -2 10.0 +3.1
DIVY Sound Equity Income ETF 0.7 45 -12 11.0 +4.2
ILCG iShares Morningstar Growth ETF 0.7 4 29 4.3 -2.5
STXD Strive 1000 Dividend Growth ETF 0.7 35 -2 5.7 -1.1
VDNI V-Shares US Leadership Diversity ETF 0.7 29 4 5.7 -1.1
HAP VanEck Natural Resources ETF 0.7 50 -17 8.1 +1.3
VLUE iShares MSCI USA Value Factor ETF 0.7 15 18 11.4 +4.5
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 5 5.4 -1.5
ESGS Columbia Sustainable U.S. Equity Income ETF 0.6 35 -2 6.7 -0.2
DIVB iShares Core Dividend 0.6 5 28 8.4 +1.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.6 18 15 7.2 +0.4
VT Vanguard Total World Stock ETF 0.6 7 26 5.1 -1.7
ILCB iShares Morningstar U.S. Equity ETF 0.6 3 30 5.5 -1.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.6 50 -17 3.2 -3.6
DIVD Altrius Global Dividend ETF 0.6 49 -16 10.2 +3.4
BULD Pacer BlueStar Engineering the Future ETF 0.6 60 -27 -0.6 -7.5
HDV iShares Core High Dividend ETF 0.6 8 25 8.8 +2.0
KROP Global X AgTech & Food Innovation ETF 0.6 50 -17 0.0 -6.8
SUSA iShares MSCI USA ESG Select ETF 0.6 25 8 5.5 -1.3
ERTH Invesco MSCI Sustainable Future ETF 0.6 56 -23 3.8 -3.0
IWF iShares Russell 1000 Growth ETF 0.6 19 14 4.9 -2.0
IGM iShares Expanded Tech Sector ETF 0.6 41 -8 4.9 -1.9
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 8 5.6 -1.3
MEDI Harbor Health Care ETF 0.6 80 -47 -0.8 -7.6
PTH Invesco DWA Healthcare Momentum ETF 0.6 60 -27 -3.0 -9.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.6 21 12 4.0 -2.8
AIQ Global X Future Analytics Tech ETF 0.6 68 -35 4.0 -2.9
IBUY Amplify Online Retail ETF 0.6 65 -32 0.6 -6.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.6 61 -28 8.8 +2.0
ILCV iShares Morningstar Value ETF 0.6 4 29 7.3 +0.5
VONG Vanguard Russell 1000 Growth Index Fund 0.6 8 25 5.0 -1.8
NULC Nuveen ESG Large-Cap ETF 0.5 21 12 5.5 -1.4
XPND First Trust Expanded Technology ETF 0.5 65 -32 4.7 -2.1
SNSR Global X Internet of Things Thematic ETF 0.5 68 -35 4.2 -2.7
FTWO Strive FAANG 2.0 ETF 0.5 49 -16 5.2 -1.6
DSI iShares MSCI KLD 400 Social ETF 0.5 25 8 5.5 -1.3
ANEW ProShares MSCI Transformational Changes ETF 0.5 45 -12 4.8 -2.1
IGE iShares North American Natural Resources ETF 0.5 41 -8 6.5 -0.4
XSD SPDR S&P Semiconductor ETF 0.5 35 -2 6.1 -0.7
IPO Renaissance IPO ETF 0.5 60 -27 -8.7 -15.5
MAKX ProShares S&P Kensho Smart Factories ETF 0.5 58 -25 3.1 -3.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.5 39 -6 -0.1 -6.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.5 15 18 5.1 -1.7
KRMA Global X Conscious Companies ETF 0.5 43 -10 5.8 -1.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -42 4.3 -2.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -40 15.1 +8.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 13 -12.8 -19.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.5 47 -14 -1.9 -8.7
DUHP Dimensional US High Profitability ETF 0.5 21 12 7.6 +0.7
CARZ First Trust NASDAQ Global Auto Index Fund 0.5 70 -37 4.6 -2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 21 5.4 -1.4
IYW iShares U.S. Technology ETF 0.5 40 -7 4.9 -1.9
XT iShares Exponential Technologies ETF 0.4 46 -13 3.5 -3.4
INNO Harbor Disruptive Innovation ETF 0.4 75 -42 -6.0 -12.8
EPS WisdomTree U.S. Earnings 500 Fund 0.4 8 25 6.8 -0.0
IGPT Invesco AI and Next Gen Software ETF 0.4 56 -23 4.7 -2.1
ESGU iShares MSCI USA ESG Optimized ETF 0.4 15 18 5.4 -1.4
FTXN First Trust Nasdaq Oil & Gas ETF 0.4 60 -27 7.1 +0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 13 5.3 -1.5
SOXQ Invesco PHLX Semiconductor ETF 0.4 19 14 6.6 -0.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.4 45 -12 6.4 -0.4
PBUS Invesco PureBeta MSCI USA ETF 0.4 4 29 5.5 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 -17 7.3 +0.5
VOX Vanguard Telecommunication Services Index Fund 0.4 10 23 6.2 -0.6
SHE SPDR SSGA Gender Diversity Index ETF 0.4 20 13 5.6 -1.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -38 1.1 -5.8
TECB iShares US Tech Breakthrough Multisector ETF 0.4 40 -7 4.5 -2.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.4 50 -17 5.1 -1.7
GLOF iShares Global Equity Factor ETF 0.4 20 13 7.2 +0.4
VHT Vanguard Health Care Index Fund 0.3 10 23 6.1 -0.7
QUS SPDR MSCI USA StrategicFactors ETF 0.3 15 18 6.3 -0.6
FHLC Fidelity MSCI Health Care Index ETF 0.3 8 25 6.2 -0.7
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 23 5.4 -1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 23 5.4 -1.4
VEGN US Vegan Climate ETF 0.3 60 -27 4.8 -2.0
ESG FlexShares STOXX US ESG Impact Index Fund 0.3 32 1 5.3 -1.6
MVPS Amplify Thematic All-Stars ETF 0.3 49 -16 2.0 -4.9
VDE Vanguard Energy Index Fund 0.3 10 23 6.8 -0.1
KNCT Invesco Next Gen Connectivity ETF 0.3 63 -30 5.8 -1.1
FENY Fidelity MSCI Energy Index ETF 0.3 8 25 6.9 +0.0
IYH iShares U.S. Healthcare ETF 0.3 40 -7 6.7 -0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.3 46 -13 8.6 +1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 24 5.7 -1.2
VOT Vanguard Mid-Cap Growth Index Fund 0.3 7 26 4.7 -2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.3 47 -14 5.8 -1.1
TOK iShares MSCI Kokusai ETF 0.3 25 8 5.4 -1.4
DEW WisdomTree Global High Dividend Fund 0.3 58 -25 9.2 +2.3
URTH iShares MSCI World ETF 0.3 24 9 5.5 -1.3
CGGR Capital Group Growth ETF 0.2 39 -6 3.7 -3.2
VERS ProShares Metaverse ETF 0.2 58 -25 -9.7 -16.5
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 4 7.5 +0.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.2 50 -17 6.3 -0.6
RVRB Reverb ETF 0.2 30 3 5.3 -1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.2 54 -21 6.7 -0.1
ACWI iShares MSCI ACWI ETF 0.2 32 1 5.6 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 26 5.6 -1.3
IYG iShares US Financial Services ETF 0.2 40 -7 6.5 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 -16 5.4 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.2 75 -42 5.2 -1.7
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 0.2 85 -52 -11.1 -17.9
QWLD SPDR MSCI World StrategicFactors ETF 0.2 30 3 6.1 -0.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.2 45 -12 5.9 -1.0
DURA VanEck Morningstar Durable Dividend ETF 0.2 29 4 7.7 +0.9
VO Vanguard Mid-Cap Index Fund 0.2 4 29 6.4 -0.4
APUE ActivePassive U.S. Equity ETF 0.2 33 0 5.4 -1.4
STRV Strive 500 ETF 0.1 5 28 5.5 -1.4
VOTE Engine No. 1 Transform 500 ETF 0.1 5 28 5.4 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.1 20 13 5.8 -1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.1 2 31 5.5 -1.4
IETC iShares Evolved U.S. Technology ETF 0.1 18 15 4.8 -2.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.1 42 -9 5.4 -1.5
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -17 5.1 -1.7
JAVA JPMorgan Active Value ETF 0.1 44 -11 6.7 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 24 5.7 -1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.1 48 -15 6.5 -0.4
SFY SoFi Select 500 ETF 0.1 0 33 5.4 -1.4
VOE Vanguard Mid-Cap Value Index Fund 0.1 7 26 8.1 +1.3
PINK Simplify Health Care ETF 0.1 50 -17 5.9 -1.0
VTV Vanguard Value Index Fund 0.0 4 29 7.4 +0.6
VV Vanguard Large-Cap Index Fund 0.0 4 29 5.5 -1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.0 10 23 5.9 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 26 5.5 -1.4
VUG Vanguard Growth Index Fund 0.0 4 29 4.5 -2.4
TEQI T. Rowe Price Equity Income ETF 0.0 54 -21 4.8 -2.0

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 Momentum ETF
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 19.4 %
Divided by: Fwd. P/BV 2.7 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.45 CATEGORY
AVERAGE
1.49
 
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.