Invesco S&P MidCap Value with Momentum ETF
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- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
The Invesco Fundamental Pure Mid Value Portfolio is based on the RAFIŽ Fundamental Mid Value Index. The Index is comprised of common stocks of "mid value" U.S. companies, including real estate investment trusts (REITs), from a universe comprised of the 2,500 largest U.S. companies. |
Category | US Equities |
Fund Sponsor | Invesco PowerShares |
Website | www.powershares.com |
Inception date | Mar 03, 2005 |
Assets (mns) | $209 |
Currency | USD |
Expense ratio | 39 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Bank of New York Mellon |
Weighting | Multi-Factor |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 78 |
Wgt avg mkt cap (mns) | $7,357 |
Large cap (>$10bn) | 20.5% |
Mid cap ($2-10bn) | 79.5% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PBF ENERGY INC-CLASS A | 3.6 % |
HF SINCLAIR CORPORATION | 2.5 % |
AVNET INC | 2.4 % |
AUTONATION INC | 2.2 % |
ARROW ELECTRONICS INC | 2.2 % |
LITHIA MOTORS INC-CL A | 2.1 % |
TAYLOR MORRISON HOME CORP-A | 2.0 % |
SYNNEX CORP | 2.0 % |
UNITED STATES STEEL CORP | 1.9 % |
UNUM GROUP | 1.9 % | Total | 22.8 % |
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UNITED STATES | 94.0 % | |
BERMUDA | 3.2 % | |
IRELAND | 1.6 % | |
BRITAIN | 1.2 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 8.4% | 12.0% | 9.2% | 11.1% |
versus... | Beta | R-squared |
S&P500 | 1.08 | 71% |
MSCI EAFE | 1.08 | 66% |
MSCI Emg. Mkts. | 0.69 | 28% |
Recent close | $51.34 |
30d moving avg. | $46.39 |
Annualized volatility | 22.9% |
Short interest (ETF) | 0.1% |
Short interest (Underlying) | 4.5% |
Relative strength (RSI) | 67 |
Avg. volume (thou.) | 13 |
Turnover | 0.3% |
Bid/Ask (% of price) | 0.41% |
ADV underlying (mns) | $6,407 |
FINDING ALTERNATIVE FUNDS
Below is a list of 567 potential alternatives to the Invesco S&P MidCap Value with Momentum ETF ETF based on the alternatives' overlap in portfolio holdings with XMVM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | XMVM | Expense: | 39 bp | ALTAR Score™: | 11.0% |
Ticker | Fund Name |
Overlap1 vs XMVM (%) |
Expense ratio (bp) |
Savings vs XMVM (bp) |
ALTAR Score™ (%) |
ALTAR vs XMVM (%) |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 51.9 | 35 | 4 | 9.2 | -1.8 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 42.2 | 39 | 0 | 8.3 | -2.7 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 32.4 | 35 | 4 | 9.5 | -1.6 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 27.7 | 15 | 24 | 8.3 | -2.7 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 27.6 | 18 | 21 | 8.2 | -2.8 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 27.5 | 15 | 24 | 7.6 | -3.4 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 27.1 | 70 | -31 | 9.4 | -1.6 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 21.7 | 15 | 24 | 6.8 | -4.2 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 21.0 | 15 | 24 | 7.3 | -3.7 |
AFMC | First Trust Active Factor Mid Cap ETF | 20.5 | 65 | -26 | 7.5 | -3.5 |
MDY | SPDR S&P Midcap 400 ETF Trust | 20.0 | 23 | 16 | 6.6 | -4.5 |
SYLD | Cambria Shareholder Yield ETF | 19.8 | 59 | -20 | 11.4 | +0.4 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 19.8 | 10 | 29 | 6.8 | -4.3 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 19.3 | 3 | 36 | 6.8 | -4.2 |
IJH | iShares Core S&P Mid-Cap ETF | 19.3 | 5 | 34 | 33.9 | +22.9 |
EZM | WisdomTree U.S. MidCap Fund | 19.2 | 38 | 1 | 8.2 | -2.9 |
QVAL | Alpha Architect US Quantitative Value ETF | 18.4 | 39 | 0 | 9.8 | -1.2 |
DFAT | Dimensional U.S. Targeted Value ETF | 18.4 | 28 | 11 | 8.2 | -2.9 |
XMHQ | Invesco S&P MidCap Quality ETF | 18.3 | 25 | 14 | 6.2 | -4.9 |
USVT | US Value ETF | 18.1 | 49 | -10 | 11.2 | +0.1 |
XMMO | Invesco S&P MidCap Momentum ETF | 18.0 | 34 | 5 | 5.0 | -6.0 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 18.0 | 12 | 27 | 6.6 | -4.5 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 17.9 | 60 | -21 | 9.8 | -1.2 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 17.7 | 60 | -21 | 9.8 | -1.2 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 17.7 | 35 | 4 | 5.3 | -5.8 |
ECML | Euclidean Fundamental Value ETF | 17.5 | 95 | -56 | 8.9 | -2.1 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 17.2 | 25 | 14 | 6.8 | -4.2 |
SMDY | Syntax Stratified MidCap ETF | 17.2 | 35 | 4 | 6.1 | -4.9 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 17.1 | 60 | -21 | 5.2 | -5.9 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 16.7 | 25 | 14 | 8.7 | -2.3 |
VAMO | Cambria Value & Momentum ETF | 16.5 | 61 | -22 | 10.2 | -0.9 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 16.4 | 80 | -41 | 6.4 | -4.6 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 16.4 | 24 | 15 | 7.7 | -3.3 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 16.3 | 60 | -21 | 6.0 | -5.0 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 16.1 | 75 | -36 | 6.4 | -4.7 |
COWS | Amplify Cash Flow Dividend Leaders ETF | 16.0 | 0 | 39 | 12.1 | +1.0 |
VBR | Vanguard Small Cap Value ETF | 15.9 | 7 | 32 | 8.1 | -2.9 |
XOP | SPDR S&P Oil & Gas Exploration & Production ETF | 15.8 | 35 | 4 | 11.6 | +0.5 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 15.2 | 90 | -51 | 0.0 | -11.0 |
RNMC | First Trust Mid Cap US Equity Select ETF | 14.9 | 60 | -21 | 7.7 | -3.3 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 14.8 | 29 | 10 | 9.1 | -2.0 |
DFSV | Dimensional US Small Cap Value ETF | 14.8 | 31 | 8 | 8.8 | -2.2 |
FOVL | iShares Focused Value Factor ETF | 14.1 | 25 | 14 | 10.0 | -1.0 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 12.8 | 15 | 24 | 6.2 | -4.9 |
PXE | Invesco Energy Exploration & Production ETF | 12.8 | 60 | -21 | 14.7 | +3.6 |
ISCV | iShares Morningstar Small Cap Value ETF | 12.7 | 6 | 33 | 8.1 | -2.9 |
SFYX | SoFi Next 500 ETF | 12.7 | 0 | 39 | 5.5 | -5.6 |
GVLU | Gotham 1000 Value ETF | 12.6 | 50 | -11 | 7.4 | -3.6 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 12.6 | 90 | -51 | 8.0 | -3.0 |
DON | WisdomTree U.S. MidCap Dividend Fund | 12.2 | 38 | 1 | 8.6 | -2.4 |
WTV | WisdomTree US Value Fund of Benef Interest | 12.1 | 12 | 27 | 8.5 | -2.6 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 12.0 | 7 | 32 | 5.6 | -5.5 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 11.9 | 4 | 35 | 6.0 | -5.0 |
JHSC | John Hancock Multifactor Small Cap ETF | 11.8 | 42 | -3 | 6.1 | -5.0 |
DSMC | Distillate Small/Mid Cash Flow ETF | 11.7 | 55 | -16 | 11.5 | +0.5 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 11.5 | 15 | 24 | 6.0 | -5.0 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 11.4 | 17 | 22 | 5.5 | -5.5 |
OUSM | ALPS O'Shares US Small-Cap Quality Dividend ETF | 11.4 | 48 | -9 | 5.4 | -5.6 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 11.4 | 15 | 24 | 5.5 | -5.5 |
FXO | First Trust Financials AlphaDEX Fund | 10.8 | 62 | -23 | 9.3 | -1.8 |
FXD | First Trust Consumer Discretionary AlphaDEX Fund | 10.7 | 61 | -22 | 4.7 | -6.3 |
AVUV | Avantis U.S. Small Cap Value ETF | 10.6 | 25 | 14 | 10.1 | -0.9 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 10.5 | 15 | 24 | 10.0 | -1.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 10.3 | 4 | 35 | 6.1 | -4.9 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 10.2 | 60 | -21 | 6.7 | -4.3 |
IEO | iShares U.S. Oil & Gas Exploration & Production ETF | 10.2 | 40 | -1 | 9.7 | -1.4 |
COWZ | Pacer US Cash Cows 100 ETF | 10.0 | 49 | -10 | 10.5 | -0.6 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 9.9 | 24 | 15 | 7.9 | -3.2 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 9.9 | 17 | 22 | 5.4 | -5.6 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 9.8 | 67 | -28 | 9.3 | -1.7 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 9.5 | 80 | -41 | 8.0 | -3.1 |
VB | Vanguard Small-Cap ETF | 9.4 | 5 | 34 | 5.3 | -5.8 |
FSMD | Fidelity Small-Mid Multifactor ETF | 9.3 | 15 | 24 | 7.2 | -3.9 |
BUL | Pacer US Cash Cows Growth ETF | 9.1 | 60 | -21 | 6.2 | -4.8 |
FCG | First Trust Natural Gas ETF | 9.1 | 60 | -21 | 10.9 | -0.1 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.0 | 20 | 19 | 4.5 | -6.6 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 8.9 | 60 | -21 | 8.2 | -2.9 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 8.8 | 25 | 14 | 10.8 | -0.2 |
FXR | First Trust Industrials/Producer Durables AlphaDEX Fund | 8.7 | 61 | -22 | 6.0 | -5.1 |
FLDZ | RiverNorth Patriot ETF | 8.7 | 75 | -36 | 5.8 | -5.2 |
VFMF | Vanguard U.S. Multifactor ETF | 8.6 | 18 | 21 | 8.5 | -2.6 |
IWN | iShares Russell 2000 Value ETF | 8.4 | 24 | 15 | 5.7 | -5.3 |
DFAS | Dimensional U.S. Small Cap ETF | 8.4 | 26 | 13 | 5.9 | -5.1 |
VFVA | Vanguard U.S. Value Factor ETF | 8.3 | 13 | 26 | 10.6 | -0.4 |
PXI | Invesco Dorsey Wright Energy Momentum ETF | 8.2 | 60 | -21 | 7.8 | -3.2 |
ISCB | iShares Morningstar Small-Cap ETF | 8.2 | 4 | 35 | 5.2 | -5.8 |
ZIG | Acquirers Fund | 8.2 | 84 | -45 | 13.4 | +2.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 8.1 | 20 | 19 | 6.9 | -4.1 |
IFRA | iShares U.S. Infrastructure ETF | 8.1 | 30 | 9 | 6.3 | -4.7 |
VTWV | Vanguard Russell 2000 Value ETF | 8.1 | 15 | 24 | 5.8 | -5.2 |
NUSC | Nuveen ESG Small-Cap ETF | 7.9 | 31 | 8 | 5.0 | -6.0 |
SCHA | Schwab U.S. Small-Cap ETF | 7.9 | 4 | 35 | 4.8 | -6.3 |
HOMZ | Hoya Capital Housing ETF | 7.6 | 30 | 9 | 7.9 | -3.1 |
FCPI | Fidelity Stocks for Inflation ETF | 7.6 | 15 | 24 | 8.7 | -2.4 |
JHMM | John Hancock Multifactor Mid Cap ETF | 7.6 | 42 | -3 | 6.4 | -4.6 |
OSCV | Opus Small Cap Value ETF | 7.5 | 79 | -40 | 6.1 | -5.0 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 7.5 | 15 | 24 | 5.9 | -5.1 |
VXF | Vanguard Extended Market ETF | 7.4 | 6 | 33 | 3.8 | -7.2 |
SVAL | iShares US Small Cap Value Factor ETF | 7.3 | 20 | 19 | 11.5 | +0.5 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 7.3 | 40 | -1 | 6.6 | -4.4 |
FXZ | First Trust Materials AlphaDEX Fund | 7.2 | 61 | -22 | 10.0 | -1.0 |
SCAP | InfraCap Small Cap Income ETF | 7.0 | 135 | -96 | 0.0 | -11.0 |
KIE | SPDR S&P Insurance ETF | 7.0 | 35 | 4 | 6.3 | -4.7 |
CVY | Invesco Zacks Multi-Asset Income ETF | 6.9 | 106 | -67 | 10.3 | -0.7 |
ISMD | Inspire Small/Mid Cap ETF | 6.9 | 54 | -15 | 6.0 | -5.0 |
ITB | iShares U.S. Home Construction ETF | 6.9 | 40 | -1 | 10.2 | -0.8 |
USMF | WisdomTree U.S. Multifactor Fund | 6.9 | 28 | 11 | 6.7 | -4.3 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 6.8 | 20 | 19 | 7.7 | -3.3 |
PSC | Principal U.S. Small-Cap ETF | 6.8 | 38 | 1 | 7.8 | -3.2 |
ETHO | Etho Climate Leadership U.S. ETF | 6.7 | 47 | -8 | 3.9 | -7.2 |
JVAL | JPMorgan U.S. Value Factor ETF | 6.6 | 12 | 27 | 8.2 | -2.9 |
AFSM | First Trust Active Factor Small Cap ETF | 6.5 | 75 | -36 | 7.8 | -3.3 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 6.4 | 18 | 21 | 7.5 | -3.5 |
SMMD | iShares Russell 2500 ETF | 6.4 | 15 | 24 | 5.9 | -5.2 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 6.3 | 35 | 4 | 7.3 | -3.7 |
FTXN | First Trust Nasdaq Oil & Gas ETF | 6.2 | 60 | -21 | 7.7 | -3.4 |
XRT | SPDR S&P Retail ETF | 6.1 | 35 | 4 | 8.4 | -2.7 |
PYZ | Invesco Dorsey Wright Basic Materials Momentum ETF | 6.1 | 60 | -21 | 7.7 | -3.4 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 6.1 | 20 | 19 | 10.0 | -1.1 |
CRAK | VanEck Oil Refiners ETF | 6.1 | 61 | -22 | 14.8 | +3.7 |
SMOT | VanEck Morningstar SMID Moat ETF | 6.1 | 49 | -10 | 7.0 | -4.1 |
XME | SPDR S&P Metals & Mining ETF | 6.1 | 35 | 4 | 7.9 | -3.2 |
SLX | VanEck Steel ETF | 6.1 | 56 | -17 | 20.5 | +9.5 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 5.9 | 4 | 35 | 5.5 | -5.5 |
PEZ | Invesco Dorsey Wright Consumer Cyclicals Momentum ETF | 5.9 | 60 | -21 | 6.3 | -4.8 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 5.9 | 80 | -41 | 5.0 | -6.0 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 5.9 | 85 | -46 | 5.1 | -5.9 |
IYM | iShares U.S. Basic Materials ETF | 5.9 | 40 | -1 | 6.6 | -4.5 |
AUSF | Global X Adaptive U.S. Factor ETF | 5.9 | 27 | 12 | 7.6 | -3.4 |
PKW | Invesco Buyback Achievers ETF | 5.8 | 62 | -23 | 7.8 | -3.2 |
PKB | Invesco Building & Construction ETF | 5.7 | 62 | -23 | 7.3 | -3.8 |
DEUS | Xtrackers Russell US Multifactor ETF | 5.7 | 17 | 22 | 6.9 | -4.2 |
STXK | Strive Small-Cap ETF | 5.7 | 18 | 21 | 5.1 | -5.9 |
AVLV | Avantis U.S. Large Cap Value ETF | 5.6 | 15 | 24 | 7.4 | -3.6 |
FDIV | MarketDesk Focused U.S. Dividend ETF | 5.6 | 35 | 4 | 8.5 | -2.5 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 5.6 | 20 | 19 | 6.0 | -5.0 |
FLRG | Fidelity U.S. Multifactor ETF | 5.5 | 15 | 24 | 6.8 | -4.2 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 5.5 | 30 | 9 | 7.5 | -3.6 |
FXL | First Trust Technology AlphaDEX Fund | 5.4 | 61 | -22 | 3.9 | -7.2 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 5.4 | 60 | -21 | 7.6 | -3.5 |
FXN | First Trust Energy AlphaDEX Fund | 5.3 | 62 | -23 | 3.9 | -7.1 |
FXG | First Trust Consumer Staples AlphaDEX Fund | 5.0 | 63 | -24 | 6.9 | -4.1 |
KBE | SPDR S&P Bank ETF | 5.0 | 35 | 4 | 11.4 | +0.4 |
KCE | SPDR S&P Capital Markets ETF | 5.0 | 35 | 4 | 6.8 | -4.2 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 5.0 | 29 | 10 | 7.3 | -3.7 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 4.8 | 30 | 9 | 7.6 | -3.4 |
PEXL | Pacer US Export Leaders ETF | 4.8 | 60 | -21 | 5.2 | -5.8 |
IWM | iShares Russell 2000 ETF | 4.8 | 19 | 20 | 3.6 | -7.4 |
BFOR | ALPS Barron's 400 ETF | 4.8 | 65 | -26 | 7.2 | -3.9 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd ETF | 4.7 | 35 | 4 | 9.2 | -1.9 |
NDIV | Amplify Natural Resources Dividend Income ETF | 4.7 | 59 | -20 | 10.2 | -0.8 |
IWS | iShares Russell Mid-Cap Value ETF | 4.7 | 23 | 16 | 6.5 | -4.6 |
TPSC | Timothy Plan US Small Cap Core ETF | 4.7 | 52 | -13 | 7.5 | -3.6 |
VTWO | Vanguard Russell 2000 ETF | 4.7 | 10 | 29 | 3.8 | -7.3 |
ROUS | Hartford Multifactor US Equity ETF | 4.6 | 19 | 20 | 6.2 | -4.8 |
PAVE | Global X U.S. Infrastructure Development ETF | 4.6 | 47 | -8 | 5.3 | -5.7 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 4.5 | 20 | 19 | 6.6 | -4.4 |
VALQ | American Century U.S. Quality Value ETF | 4.4 | 29 | 10 | 7.1 | -3.9 |
CSF | VictoryShares US Discovery Enhanced Volatility Wtd ETF | 4.4 | 42 | -3 | 7.4 | -3.6 |
CSA | VictoryShares US Small Cap Volatility Wtd ETF | 4.3 | 35 | 4 | 7.5 | -3.5 |
DFUV | Dimensional US Marketwide Value ETF | 4.3 | 22 | 17 | 7.4 | -3.6 |
SQLV | Royce Quant Small-Cap Quality Value ETF | 4.2 | 60 | -21 | 8.9 | -2.1 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 4.2 | 12 | 27 | 4.6 | -6.4 |
DGRS | WisdomTree US Smallcap Quality Dividend Growth Fund | 4.2 | 38 | 1 | 6.9 | -4.2 |
WCEO | Hypatia Women CEO ETF | 4.2 | 85 | -46 | 5.7 | -5.3 |
CZA | Invesco Zacks Mid-Cap ETF | 4.2 | 72 | -33 | 6.2 | -4.9 |
FMAT | Fidelity MSCI Materials Index ETF | 4.2 | 8 | 31 | 6.5 | -4.5 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 4.1 | 70 | -31 | 1.7 | -9.3 |
XHB | SPDR S&P Homebuilders ETF | 4.1 | 35 | 4 | 8.0 | -3.1 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 4.1 | 25 | 14 | 5.5 | -5.5 |
PSL | Invesco Dorsey Wright Consumer Staples Momentum ETF | 4.1 | 60 | -21 | 4.3 | -6.7 |
FTXR | First Trust Nasdaq Transportation ETF | 3.9 | 60 | -21 | 5.6 | -5.4 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 3.9 | 39 | 0 | 4.2 | -6.8 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 3.9 | 6 | 33 | 2.4 | -8.7 |
KCAL | Subversive Food Security ETF | 3.9 | 75 | -36 | 7.0 | -4.1 |
SMRI | Bushido Capital US Equity ETF | 3.9 | 71 | -32 | 10.2 | -0.8 |
ROE | Astoria US Quality Kings ETF | 3.9 | 49 | -10 | 7.7 | -3.4 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 3.8 | 65 | -26 | 5.0 | -6.0 |
XTN | SPDR S&P Transportation ETF | 3.8 | 35 | 4 | 1.9 | -9.1 |
VAW | Vanguard Materials ETF | 3.8 | 10 | 29 | 6.4 | -4.7 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 3.8 | 75 | -36 | 4.7 | -6.4 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 3.8 | 73 | -34 | 11.7 | +0.7 |
PRAY | FIS Christian Stock Fund | 3.7 | 69 | -30 | 5.7 | -5.4 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 3.7 | 75 | -36 | 2.9 | -8.1 |
ROSC | Hartford Multifactor Small Cap ETF | 3.6 | 34 | 5 | 10.0 | -1.0 |
IWR | iShares Russell Midcap ETF | 3.5 | 19 | 20 | 5.5 | -5.5 |
REVS | Columbia Research Enhanced Value ETF | 3.4 | 19 | 20 | 7.6 | -3.4 |
DRLL | Strive U.S. Energy ETF | 3.4 | 41 | -2 | 6.9 | -4.1 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 3.4 | 29 | 10 | 6.0 | -5.0 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 3.3 | 35 | 4 | 6.9 | -4.2 |
TXS | Texas Capital Texas Equity Index ETF | 3.3 | 49 | -10 | 5.5 | -5.6 |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 3.3 | 39 | 0 | 11.2 | +0.2 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 3.2 | 79 | -40 | 6.1 | -4.9 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 3.2 | 38 | 1 | 8.1 | -2.9 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 3.2 | 60 | -21 | 6.8 | -4.3 |
VDE | Vanguard Energy ETF | 3.2 | 10 | 29 | 7.2 | -3.8 |
IAK | iShares U.S. Insurance ETF | 3.1 | 40 | -1 | 6.1 | -5.0 |
DVY | iShares Select Dividend ETF | 3.1 | 38 | 1 | 8.8 | -2.2 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 3.1 | 60 | -21 | 4.2 | -6.9 |
IUS | Invesco RAFI Strategic US ETF | 3.1 | 19 | 20 | 7.1 | -4.0 |
RSHO | Tema American Reshoring ETF | 3.1 | 75 | -36 | 3.2 | -7.8 |
PBJ | Invesco Food & Beverage ETF | 3.1 | 57 | -18 | 5.2 | -5.8 |
AVUS | Avantis U.S. Equity ETF | 3.1 | 15 | 24 | 5.9 | -5.1 |
QDF | FlexShares Quality Dividend Index Fund | 3.0 | 37 | 2 | 4.9 | -6.1 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 3.0 | 17 | 22 | 5.5 | -5.5 |
PDP | Invesco Dorsey Wright Momentum ETF | 3.0 | 62 | -23 | 3.4 | -7.6 |
IGE | iShares North American Natural Resources ETF | 3.0 | 41 | -2 | 6.8 | -4.3 |
VLU | SPDR S&P 1500 Value Tilt ETF | 3.0 | 12 | 27 | 7.1 | -4.0 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 3.0 | 25 | 14 | 6.6 | -4.4 |
GURU | Global X Guru Index ETF | 2.9 | 75 | -36 | 3.8 | -7.3 |
DIVY | Sound Equity Dividend Income ETF | 2.9 | 45 | -6 | 11.0 | -0.0 |
IYT | iShares US Transportation ETF | 2.9 | 40 | -1 | 9.3 | -1.7 |
FDRV | Fidelity Electric Vehicles and Future Transportation ETF | 2.9 | 39 | 0 | -3.2 | -14.2 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 2.9 | 58 | -19 | 5.2 | -5.8 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 2.9 | 52 | -13 | 5.3 | -5.8 |
FENY | Fidelity MSCI Energy Index ETF | 2.8 | 8 | 31 | 7.3 | -3.7 |
LRGF | iShares U.S. Equity Factor ETF | 2.8 | 8 | 31 | 5.7 | -5.3 |
EATZ | AdvisorShares Restaurant ETF | 2.8 | 101 | -62 | 2.6 | -8.4 |
FIXT | Procure Disaster Recovery Strategy ETF | 2.8 | 75 | -36 | 3.8 | -7.2 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 2.6 | 69 | -30 | 8.3 | -2.7 |
CSML | IndexIQ ETF Trust IQ U.S. Small Cap ETF | 2.6 | 35 | 4 | 5.3 | -5.8 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.6 | 39 | 0 | 6.5 | -4.6 |
FTXL | First Trust Nasdaq Semiconductor ETF | 2.6 | 60 | -21 | 5.6 | -5.4 |
ACTV | LeaderShares Activist Leaders ETF | 2.6 | 75 | -36 | 7.9 | -3.1 |
VEGI | iShares MSCI Agriculture Producers ETF | 2.5 | 39 | 0 | 9.1 | -1.9 |
HDUS | Hartford Disciplined US Equity ETF | 2.5 | 19 | 20 | 6.1 | -5.0 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 2.5 | 6 | 33 | 7.9 | -3.2 |
DSTL | Distillate US Fundamental Stability & Value ETF | 2.5 | 39 | 0 | 7.5 | -3.5 |
HAIL | SPDR S&P Kensho Smart Mobility ETF | 2.5 | 45 | -6 | -4.3 | -15.3 |
TDV | ProShares S&P Technology Dividend Aristocrats ETF | 2.4 | 45 | -6 | 6.0 | -5.0 |
FTXG | First Trust Nasdaq Food & Beverage ETF | 2.4 | 60 | -21 | 5.9 | -5.1 |
AFLG | First Trust Active Factor Large Cap ETF | 2.4 | 55 | -16 | 6.0 | -5.0 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 2.4 | 25 | 14 | 6.8 | -4.3 |
FVAL | Fidelity Value Factor ETF | 2.4 | 15 | 24 | 6.9 | -4.1 |
FDWM | Fidelity Women's Leadership ETF | 2.4 | 59 | -20 | 4.7 | -6.3 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 2.4 | 60 | -21 | 6.2 | -4.9 |
STXV | Strive 1000 Value ETF | 2.4 | 18 | 21 | 7.8 | -3.3 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 2.4 | 25 | 14 | 6.8 | -4.2 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 2.4 | 30 | 9 | 9.1 | -2.0 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 2.4 | 37 | 2 | 4.7 | -6.3 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 2.4 | 15 | 24 | 6.7 | -4.3 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 2.4 | 61 | -22 | 7.1 | -3.9 |
FILL | iShares MSCI Global Energy Producers ETF | 2.3 | 39 | 0 | 9.5 | -1.5 |
RDVY | First Trust Rising Dividend Achievers ETF | 2.3 | 50 | -11 | 8.8 | -2.3 |
DFSU | Dimensional US Sustainability Core 1 ETF | 2.3 | 18 | 21 | 5.5 | -5.5 |
UDI | USCF Dividend Income Fund | 2.3 | 65 | -26 | 7.2 | -3.9 |
DARP | Grizzle Growth ETF | 2.3 | 75 | -36 | 4.9 | -6.2 |
QGRO | American Century U.S. Quality Growth ETF | 2.3 | 29 | 10 | 4.9 | -6.1 |
MGMT | Ballast Small/Mid Cap ETF | 2.3 | 110 | -71 | 7.8 | -3.3 |
HAP | VanEck Natural Resources ETF | 2.3 | 50 | -11 | 8.6 | -2.5 |
VSDA | VictoryShares Dividend Accelerator ETF | 2.2 | 35 | 4 | 5.9 | -5.1 |
SRHQ | SRH U.S. Quality ETF | 2.2 | 35 | 4 | 7.7 | -3.3 |
FDIS | Fidelity MSCI Consumer Discretionary Index ETF | 2.2 | 8 | 31 | 4.6 | -6.4 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 2.2 | 12 | 27 | 7.4 | -3.6 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 2.2 | 35 | 4 | 5.8 | -5.2 |
VCR | Vanguard Consumer Discretionary ETF | 2.2 | 10 | 29 | 4.4 | -6.6 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 2.2 | 40 | -1 | 5.8 | -5.3 |
IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 2.2 | 40 | -1 | 5.4 | -5.6 |
KROP | Global X AgTech & Food Innovation ETF | 2.2 | 50 | -11 | 4.6 | -6.4 |
HKND | Humankind US Stock ETF | 2.2 | 11 | 28 | 6.7 | -4.4 |
MBOX | Freedom Day Dividend ETF | 2.1 | 39 | 0 | 7.6 | -3.4 |
HLGE | Hartford Longevity Economy ETF | 2.1 | 44 | -5 | 6.3 | -4.7 |
OALC | OneAscent Large Cap Core ETF | 2.1 | 86 | -47 | 5.8 | -5.3 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 2.0 | 13 | 26 | 5.2 | -5.9 |
WLDR | Affinity World Leaders Equity ETF | 2.0 | 67 | -28 | 8.2 | -2.9 |
VFMO | Vanguard U.S. Momentum Factor ETF | 2.0 | 13 | 26 | 2.7 | -8.3 |
DIV | Global X SuperDividend US ETF | 2.0 | 45 | -6 | 9.0 | -2.1 |
KBWR | Invesco KBW Regional Banking ETF | 2.0 | 35 | 4 | 11.1 | +0.0 |
WFH | Direxion Work From Home ETF | 2.0 | 45 | -6 | 0.0 | -11.0 |
KRE | SPDR S&P Regional Banking ETF | 1.9 | 35 | 4 | 11.8 | +0.8 |
FBCV | Fidelity Blue Chip Value ETF | 1.9 | 59 | -20 | 7.0 | -4.1 |
EQRR | ProShares Equities for Rising Rates ETF | 1.9 | 35 | 4 | 7.9 | -3.1 |
RUFF | Alpha Dog ETF | 1.9 | 94 | -55 | 4.6 | -6.4 |
DRIV | Global X Autonomous & Electric Vehicles ETF | 1.9 | 68 | -29 | 5.0 | -6.1 |
FUTY | Fidelity MSCI Utilities Index ETF | 1.9 | 8 | 31 | 6.6 | -4.5 |
VPU | Vanguard Utilities ETF | 1.9 | 10 | 29 | 6.5 | -4.5 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.9 | 59 | -20 | 8.2 | -2.9 |
IDAT | iShares Future Cloud 5G and Tech ETF | 1.9 | 47 | -8 | 4.1 | -6.9 |
CGV | Conductor Global Equity Value ETF | 1.9 | 130 | -91 | 10.2 | -0.8 |
CSMD | Congress SMid Growth ETF | 1.8 | 69 | -30 | 3.8 | -7.2 |
DFLV | Dimensional US Large Cap Value ETF | 1.8 | 22 | 17 | 7.8 | -3.3 |
YUMY | VanEck Future of Food ETF | 1.8 | 69 | -30 | 4.9 | -6.2 |
LUXX | Roundhill S&P Global Luxury ETF | 1.8 | 45 | -6 | 2.5 | -8.6 |
IYF | iShares U.S. Financials ETF | 1.8 | 40 | -1 | 6.2 | -4.8 |
VIS | Vanguard Industrials ETF | 1.8 | 10 | 29 | 4.3 | -6.7 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.8 | 15 | 24 | 5.7 | -5.3 |
VONV | Vanguard Russell 1000 Value ETF | 1.8 | 8 | 31 | 6.6 | -4.4 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 1.8 | 15 | 24 | 5.0 | -6.0 |
FVD | First Trust Value Line Dividend Index Fund | 1.7 | 65 | -26 | 5.9 | -5.2 |
FAN | First Trust Global Wind Energy ETF | 1.7 | 60 | -21 | 5.6 | -5.4 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 1.7 | 384 | -345 | 9.1 | -1.9 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 1.7 | 19 | 20 | 6.3 | -4.7 |
IWD | iShares Russell 1000 Value ETF | 1.7 | 19 | 20 | 6.5 | -4.6 |
ARB | AltShares Merger Arbitrage ETF | 1.7 | 77 | -38 | 0.6 | -10.5 |
CCSO | Carbon Collective Climate Solutions US Equity ETF | 1.7 | 35 | 4 | 2.2 | -8.8 |
FIDU | Fidelity MSCI Industrial Index ETF | 1.7 | 8 | 31 | 4.6 | -6.4 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.7 | 40 | -1 | 7.2 | -3.8 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 1.7 | 52 | -13 | 8.5 | -2.6 |
IUSV | iShares Core S&P US Value ETF | 1.7 | 4 | 35 | 6.7 | -4.3 |
MOO | VanEck Agribusiness ETF | 1.7 | 53 | -14 | 9.2 | -1.9 |
DWLD | Davis Select Worldwide ETF | 1.7 | 63 | -24 | 5.7 | -5.4 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.7 | 4 | 35 | 5.9 | -5.1 |
GNR | SPDR S&P Global Natural Resources ETF | 1.6 | 40 | -1 | 9.5 | -1.5 |
FQAL | Fidelity Quality Factor ETF | 1.6 | 15 | 24 | 5.6 | -5.4 |
VDC | Vanguard Consumer Staples ETF | 1.6 | 10 | 29 | 5.8 | -5.2 |
DUSA | Davis Select U.S. Equity ETF | 1.6 | 61 | -22 | 7.0 | -4.0 |
SMOG | VanEck Low Carbon Energy ETF | 1.6 | 61 | -22 | 3.2 | -7.9 |
SUPL | ProShares Supply Chain Logistics ETF | 1.6 | 58 | -19 | 12.3 | +1.3 |
RECS | Columbia Research Enhanced Core ETF | 1.6 | 15 | 24 | 5.4 | -5.6 |
IYK | iShares U.S. Consumer Staples ETF | 1.5 | 40 | -1 | 19.9 | +8.9 |
LCLG | Logan Capital Broad Innovative Growth ETF | 1.5 | 99 | -60 | 4.4 | -6.6 |
VFH | Vanguard Financials ETF | 1.5 | 10 | 29 | 6.4 | -4.7 |
DFAU | Dimensional US Core Equity Market ETF | 1.5 | 12 | 27 | 5.2 | -5.9 |
EMLP | First Trust North American Energy Infrastructure Fund | 1.5 | 95 | -56 | 5.5 | -5.6 |
FNCL | Fidelity MSCI Financials Index ETF | 1.5 | 8 | 31 | 6.4 | -4.6 |
DHS | WisdomTree U.S. High Dividend Fund | 1.5 | 38 | 1 | 8.8 | -2.2 |
FSTA | FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF | 1.5 | 8 | 31 | 5.9 | -5.1 |
ECLN | First Trust EIP Carbon Impact ETF | 1.5 | 96 | -57 | 5.5 | -5.5 |
ULVM | VictoryShares US Value Momentum ETF | 1.5 | 20 | 19 | 7.2 | -3.8 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.5 | 38 | 1 | 6.7 | -4.3 |
IDRV | iShares Self-driving EV & Tech ETF | 1.5 | 47 | -8 | -0.4 | -11.4 |
PEJ | Invesco Leisure and Entertainment ETF | 1.5 | 58 | -19 | -0.4 | -11.4 |
IEDI | iShares U.S. Consumer Focused ETF | 1.5 | 18 | 21 | 4.5 | -6.5 |
SIZE | iShares MSCI USA Size Factor ETF | 1.5 | 15 | 24 | 5.8 | -5.2 |
DTD | WisdomTree U.S. Total Dividend Fund | 1.4 | 28 | 11 | 6.4 | -4.7 |
IHF | iShares U.S. Healthcare Providers ETF | 1.4 | 40 | -1 | 31.1 | +20.0 |
XHS | SPDR S&P Health Care Services ETF | 1.4 | 35 | 4 | 6.4 | -4.6 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 1.4 | 75 | -36 | 4.2 | -6.9 |
FXH | First Trust Health Care AlphaDEX Fund | 1.4 | 62 | -23 | 6.4 | -4.6 |
PTH | Invesco Dorsey Wright Healthcare Momentum ETF | 1.4 | 60 | -21 | -3.4 | -14.4 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 1.4 | 45 | -6 | 4.5 | -6.5 |
SHPP | Pacer Industrials and Logistics ETF | 1.4 | 60 | -21 | 8.4 | -2.6 |
AIRR | First Trust RBA American Industrial Renaissance ETF | 1.4 | 70 | -31 | 5.2 | -5.8 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.4 | 9 | 30 | 3.9 | -7.1 |
BTHM | BlackRock Future U.S. Themes ETF | 1.4 | 60 | -21 | 4.5 | -6.5 |
FLV | American Century Focused Large Cap Value ETF | 1.4 | 42 | -3 | 6.5 | -4.6 |
IPDP | Dividend Performers ETF | 1.4 | 122 | -83 | 4.6 | -6.5 |
EUSA | iShares MSCI USA Equal Weighted ETF | 1.4 | 9 | 30 | 5.9 | -5.2 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.4 | 64 | -25 | 1.9 | -9.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 1.3 | 39 | 0 | 4.1 | -6.9 |
FSST | Fidelity Sustainable U.S. Equity ETF | 1.3 | 59 | -20 | 4.7 | -6.3 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 1.3 | 50 | -11 | 3.3 | -7.8 |
VLUE | iShares MSCI USA Value Factor ETF | 1.3 | 15 | 24 | 10.4 | -0.6 |
ERTH | Invesco MSCI Sustainable Future ETF | 1.3 | 62 | -23 | 3.5 | -7.6 |
IYE | iShares U.S. Energy ETF | 1.3 | 40 | -1 | 6.9 | -4.1 |
IWO | iShares Russell 2000 Growth ETF | 1.3 | 24 | 15 | 1.4 | -9.6 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 1.3 | 20 | 19 | -7.1 | -18.1 |
VTWG | Vanguard Russell 2000 Growth ETF | 1.3 | 15 | 24 | 1.6 | -9.4 |
QABA | First Trust NASDAQ ABA Community Bank Index Fund | 1.3 | 60 | -21 | 9.8 | -1.2 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 1.3 | 80 | -41 | 4.4 | -6.6 |
DIVB | iShares Core Dividend ETF | 1.3 | 5 | 34 | 7.8 | -3.2 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 1.3 | 60 | -21 | 8.2 | -2.9 |
NETZ | TCW Transform Systems ETF | 1.3 | 75 | -36 | 3.4 | -7.7 |
FXU | First Trust Utilities AlphaDEX Fund | 1.3 | 64 | -25 | 6.5 | -4.5 |
PUI | Invesco Dorsey Wright Utilities Momentum ETF | 1.3 | 60 | -21 | 6.5 | -4.5 |
UTES | Virtus Reaves Utilities ETF | 1.3 | 49 | -10 | 6.0 | -5.1 |
IDU | iShares U.S. Utilities ETF | 1.3 | 40 | -1 | 5.8 | -5.3 |
VUSE | Vident U.S. Equity Strategy ETF | 1.3 | 50 | -11 | 4.5 | -6.6 |
KBWP | Invesco KBW Property & Casualty Insurance ETF | 1.2 | 35 | 4 | 5.7 | -5.3 |
WBAT | WisdomTree Battery Value Chain and Innovation Fund | 1.2 | 45 | -6 | 4.6 | -6.4 |
FTWO | Strive FAANG 2.0 ETF | 1.2 | 49 | -10 | 5.0 | -6.0 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 1.2 | 52 | -13 | 6.5 | -4.6 |
IYC | iShares U.S. Consumer Discretionary ETF | 1.2 | 40 | -1 | 3.6 | -7.5 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 1.2 | 49 | -10 | 10.5 | -0.5 |
IVEG | iShares Emergent Food and AgTech Multisector ETF | 1.2 | 47 | -8 | 7.9 | -3.2 |
JHDV | John Hancock U.S. High Dividend ETF | 1.2 | 34 | 5 | 6.3 | -4.8 |
FTAG | First Trust Indxx Global Agriculture ETF | 1.2 | 70 | -31 | 10.1 | -0.9 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 1.2 | 70 | -31 | 12.9 | +1.8 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 1.2 | 95 | -56 | 1.5 | -9.5 |
VYM | Vanguard High Dividend Yield Index ETF | 1.2 | 6 | 33 | 7.3 | -3.8 |
PPA | Invesco Aerospace & Defense ETF | 1.2 | 58 | -19 | 3.6 | -7.4 |
FFTY | Innovator IBD 50 ETF | 1.1 | 80 | -41 | -0.5 | -11.5 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 1.1 | 54 | -15 | 6.3 | -4.7 |
TPHD | Timothy Plan High Dividend Stock ETF | 1.1 | 52 | -13 | 6.3 | -4.7 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 1.1 | 75 | -36 | 3.6 | -7.5 |
VFQY | Vanguard U.S. Quality Factor ETF | 1.1 | 13 | 26 | 6.8 | -4.2 |
DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 1.1 | 60 | -21 | 1.0 | -10.1 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 1.1 | 3 | 36 | 5.2 | -5.8 |
VBK | Vanguard Small-Cap Growth ETF | 1.1 | 7 | 32 | 1.4 | -9.6 |
ANEW | ProShares MSCI Transformational Changes ETF | 1.1 | 45 | -6 | 3.2 | -7.9 |
ITAN | Sparkline Intangible Value ETF | 1.1 | 50 | -11 | 5.8 | -5.2 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 1.1 | 27 | 12 | 8.5 | -2.6 |
IYJ | iShares U.S. Industrials ETF | 1.1 | 40 | -1 | 4.6 | -6.4 |
JAVA | JPMorgan Active Value ETF | 1.1 | 44 | -5 | 6.5 | -4.6 |
TTAC | FCF US Quality ETF | 1.1 | 59 | -20 | 6.3 | -4.7 |
JHML | John Hancock Multifactor Large Cap ETF | 1.1 | 29 | 10 | 5.4 | -5.6 |
SIXS | ETC 6 Meridian Small Cap Equity ETF | 1.1 | 89 | -50 | 8.9 | -2.1 |
DFUS | Dimensional U.S. Equity ETF | 1.1 | 9 | 30 | 5.0 | -6.1 |
DGRO | iShares Core Dividend Growth ETF | 1.1 | 8 | 31 | 6.4 | -4.6 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.0 | 3 | 36 | 5.0 | -6.1 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | -4 | 5.5 | -5.5 |
VTHR | Vanguard Russell 3000 ETF | 1.0 | 10 | 29 | 4.9 | -6.1 |
SCHB | Schwab U.S. Broad Market ETF | 1.0 | 3 | 36 | 5.0 | -6.0 |
IWV | iShares Russell 3000 ETF | 1.0 | 20 | 19 | 4.8 | -6.2 |
TMDV | ProShares Russell US Dividend Growers ETF | 1.0 | 35 | 4 | 6.4 | -4.6 |
VTI | Vanguard Total Stock Market ETF | 1.0 | 3 | 36 | 4.9 | -6.1 |
FMIL | Fidelity New Millennium ETF | 1.0 | 59 | -20 | 4.0 | -7.1 |
FPX | First Trust US Equity Opportunities ETF | 1.0 | 61 | -22 | 0.6 | -10.5 |
SDIV | Global X Superdividend ETF | 1.0 | 58 | -19 | 16.4 | +5.4 |
CGGR | Capital Group Growth ETF | 1.0 | 39 | 0 | 3.3 | -7.8 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.0 | 12 | 27 | 4.3 | -6.8 |
SNSR | Global X Internet of Things ETF | 1.0 | 68 | -29 | 3.6 | -7.4 |
SAMT | Strategas Macro Thematic Opportunities ETF | 1.0 | 65 | -26 | 4.0 | -7.1 |
AMID | Argent Mid Cap ETF Argent Mid Cap ETF | 1.0 | 52 | -13 | 6.9 | -4.2 |
EATV | VegTech Plant-based Innovation & Climate ETF | 1.0 | 75 | -36 | 0.9 | -10.1 |
CVAR | Cultivar ETF | 1.0 | 87 | -48 | 7.1 | -4.0 |
SCHK | Schwab 1000 Index ETF | 1.0 | 5 | 34 | 5.1 | -5.9 |
FDMO | Fidelity Momentum Factor ETF | 1.0 | 15 | 24 | 3.4 | -7.7 |
TEMP | JPMorgan Climate Change Solutions ETF | 1.0 | 49 | -10 | 4.8 | -6.2 |
IYG | iShares US Financial Services ETF | 1.0 | 40 | -1 | 18.1 | +7.1 |
KONG | Formidable Fortress ETF | 1.0 | 89 | -50 | 5.9 | -5.1 |
IYY | iShares Dow Jones U.S. ETF | 0.9 | 20 | 19 | 4.9 | -6.2 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 0.9 | 45 | -6 | 9.7 | -1.3 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 0.9 | 59 | -20 | 5.4 | -5.6 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.9 | 6 | 33 | 4.1 | -7.0 |
NVIR | Horizon Kinetics Energy and Remediation ETF | 0.9 | 85 | -46 | 2.2 | -8.9 |
IVES | Wedbush ETFMG Global Cloud Technology ETF | 0.9 | 68 | -29 | 1.2 | -9.9 |
CSD | Invesco S&P Spin-Off ETF | 0.9 | 65 | -26 | 7.6 | -3.4 |
XITK | SPDR FactSet Innovative Technology ETF | 0.9 | 45 | -6 | 2.5 | -8.6 |
FIVG | Defiance Next Gen Connectivity ETF | 0.9 | 30 | 9 | 6.1 | -4.9 |
CNRG | SPDR S&P Kensho Clean Power ETF | 0.9 | 45 | -6 | -7.1 | -18.1 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 0.9 | 56 | -17 | 4.9 | -6.1 |
KOMP | SPDR S&P Kensho New Economies Composite ETF | 0.9 | 20 | 19 | 2.0 | -9.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 0.9 | 4 | 35 | 6.6 | -4.5 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 0.9 | 31 | 8 | 7.3 | -3.7 |
TMFX | Motley Fool Next Index ETF | 0.9 | 50 | -11 | 3.2 | -7.9 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.8 | 9 | 30 | 4.8 | -6.2 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 0.8 | 39 | 0 | 10.8 | -0.2 |
WDIV | SPDR S&P Global Dividend ETF | 0.8 | 40 | -1 | 9.6 | -1.4 |
VONE | Vanguard Russell 1000 ETF | 0.8 | 8 | 31 | 5.0 | -6.0 |
QLV | FlexShares US Quality Low Volatility Index Fund | 0.8 | 22 | 17 | 5.0 | -6.1 |
IWB | iShares Russell 1000 ETF | 0.8 | 15 | 24 | 4.9 | -6.1 |
SDY | SPDR S&P Dividend ETF | 0.8 | 35 | 4 | 6.4 | -4.6 |
PSI | Invesco Semiconductors ETF | 0.8 | 57 | -18 | 4.9 | -6.1 |
MILN | Global X Millennial Consumer ETF | 0.8 | 50 | -11 | 2.3 | -8.7 |
XSW | SPDR S&P Software & Services ETF | 0.8 | 35 | 4 | 2.8 | -8.2 |
FTRI | First Trust Indxx Global Natural Resources Income ETF | 0.8 | 70 | -31 | 9.9 | -1.1 |
PRN | Invesco Dorsey Wright Industrials Momentum ETF | 0.8 | 60 | -21 | 4.9 | -6.1 |
RNEW | VanEck Green Infrastructure ETF | 0.8 | 45 | -6 | -0.4 | -11.4 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.8 | 11 | 28 | 5.0 | -6.0 |
CIBR | First Trust NASDAQ Cybersecurity ETF | 0.8 | 60 | -21 | 3.6 | -7.4 |
MISL | First Trust Indxx Aerospace & Defense ETF | 0.8 | 60 | -21 | 3.5 | -7.6 |
IHAK | iShares Cybersecurity & Tech ETF | 0.8 | 47 | -8 | 2.9 | -8.1 |
BCDF | Horizon Kinetics Blockchain Development ETF | 0.8 | 85 | -46 | -0.6 | -11.7 |
CWS | AdvisorShares Focused Equity ETF | 0.8 | 84 | -45 | 4.6 | -6.4 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.8 | 25 | 14 | 5.3 | -5.8 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 0.8 | 28 | 11 | 6.0 | -5.1 |
BOUT | Innovator IBD Breakout Opportunities ETF | 0.8 | 81 | -42 | 4.2 | -6.9 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.8 | 23 | 16 | 3.6 | -7.5 |
MAGA | Point Bridge America First ETF | 0.8 | 72 | -33 | 6.2 | -4.8 |
LIT | Global X Lithium & Battery Tech ETF | 0.7 | 75 | -36 | 9.9 | -1.1 |
BNE | Blue Horizon BNE ETF | 0.7 | 87 | -48 | 4.1 | -7.0 |
EV | Mast Global Battery Recycling & Production ETF | 0.7 | 65 | -26 | 13.8 | +2.7 |
QCLN | First Trust Nasdaq Clean Edge Green Energy Index Fund | 0.7 | 58 | -19 | -1.3 | -12.4 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 0.7 | 12 | 27 | 5.4 | -5.7 |
PFM | Invesco Dividend Achievers ETF | 0.7 | 53 | -14 | 5.6 | -5.4 |
TDIV | First Trust NASDAQ Technology Dividend Index Fund | 0.7 | 50 | -11 | 5.6 | -5.4 |
BATT | Amplify Lithium & Battery Technology ETF | 0.7 | 59 | -20 | 3.6 | -7.4 |
AIEQ | AI Powered Equity ETF | 0.7 | 75 | -36 | 5.4 | -5.6 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.7 | 29 | 10 | 6.9 | -4.1 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.7 | 4 | 35 | 4.4 | -6.7 |
FTXO | First Trust Nasdaq Bank ETF | 0.7 | 60 | -21 | 10.4 | -0.6 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 0.7 | 56 | -17 | 13.8 | +2.8 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.7 | 89 | -50 | 4.5 | -6.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 0.7 | 14 | 25 | 5.2 | -5.9 |
SCHD | Schwab US Dividend Equity ETF | 0.7 | 6 | 33 | 8.1 | -2.9 |
HDV | iShares Core High Dividend ETF | 0.7 | 8 | 31 | 8.4 | -2.7 |
VT | Vanguard Total World Stock ETF | 0.7 | 7 | 32 | 5.0 | -6.1 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.7 | 71 | -32 | 0.9 | -10.2 |
IAT | iShares U.S. Regional Banks ETF | 0.7 | 40 | -1 | 11.1 | +0.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.7 | 12 | 27 | 5.5 | -5.6 |
HART | IQ Healthy Hearts ETF | 0.6 | 45 | -6 | 5.3 | -5.8 |
VIG | Vanguard Dividend Appreciation ETF | 0.6 | 6 | 33 | 5.6 | -5.4 |
BTEK | Future Tech ETF | 0.6 | 88 | -49 | 2.2 | -8.8 |
DEW | WisdomTree Global High Dividend Fund | 0.6 | 58 | -19 | 9.0 | -2.1 |
SXQG | ETC 6 Meridian Quality Growth ETF | 0.6 | 100 | -61 | 4.0 | -7.0 |
ILCV | iShares Morningstar Value ETF | 0.5 | 4 | 35 | 6.6 | -4.5 |
QLC | FlexShares US Quality Large Cap Index Fund | 0.5 | 25 | 14 | 5.4 | -5.6 |
SCHX | Schwab U.S. Large-Cap ETF | 0.5 | 3 | 36 | 5.1 | -6.0 |
SOXQ | Invesco PHLX Semiconductor ETF | 0.5 | 19 | 20 | 4.9 | -6.1 |
BLES | Inspire Global Hope ETF | 0.5 | 61 | -22 | 6.2 | -4.9 |
VIDI | Vident International Equity Strategy ETF | 0.5 | 61 | -22 | 11.3 | +0.3 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 0.5 | 20 | 19 | 4.9 | -6.2 |
EES | WisdomTree U.S. SmallCap Fund | 0.5 | 38 | 1 | 10.1 | -0.9 |
CARZ | First Trust NASDAQ Global Auto Index Fund | 0.5 | 70 | -31 | 3.4 | -7.7 |
VGT | Vanguard Information Technology ETF | 0.5 | 10 | 29 | 4.4 | -6.6 |
FTEC | Fidelity MSCI Information Technology Index ETF | 0.4 | 8 | 31 | 4.5 | -6.6 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.4 | 75 | -36 | 4.6 | -6.5 |
SAGP | Strategas Global Policy Opportunities ETF | 0.4 | 65 | -26 | 4.3 | -6.7 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.4 | 15 | 24 | 3.4 | -7.6 |
VOE | Vanguard Mid-Cap Value ETF | 0.4 | 7 | 32 | 7.3 | -3.8 |
DSI | iShares MSCI KLD 400 Social ETF | 0.4 | 25 | 14 | 4.9 | -6.1 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.4 | 3 | 36 | 5.1 | -6.0 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.4 | 10 | 29 | 4.7 | -6.3 |
EPS | WisdomTree U.S. LargeCap Fund | 0.3 | 8 | 31 | 6.1 | -4.9 |
IQRA | IQ CBRE Real Assets ETF | 0.3 | 65 | -26 | 5.8 | -5.3 |
GINN | Goldman Sachs Innovate Equity ETF | 0.3 | 52 | -13 | 2.8 | -8.3 |
PINK | Simplify Health Care ETF | 0.3 | 50 | -11 | 3.7 | -7.3 |
SUSA | iShares MSCI USA ESG Select ETF | 0.3 | 25 | 14 | 5.0 | -6.0 |
NUDV | Nuveen ESG Dividend ETF | 0.3 | 26 | 13 | 7.4 | -3.7 |
NULV | Nuveen ESG Large-Cap Value ETF | 0.3 | 26 | 13 | 7.1 | -4.0 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.3 | 15 | 24 | 4.7 | -6.3 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.3 | 65 | -26 | 4.1 | -6.9 |
IYW | iShares U.S. Technology ETF | 0.3 | 40 | -1 | 4.3 | -6.8 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 0.3 | 46 | -7 | 9.3 | -1.7 |
IGM | iShares Expanded Tech Sector ETF | 0.3 | 41 | -2 | 26.0 | +15.0 |
FPXE | First Trust IPOX Europe Equity Opportunities ETF | 0.2 | 70 | -31 | 3.7 | -7.3 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.2 | 15 | 24 | 7.0 | -4.0 |
QUAL | iShares MSCI USA Quality Factor ETF | 0.2 | 15 | 24 | 5.2 | -5.9 |
GDEF | Goldman Sachs Defensive Equity ETF | 0.2 | 55 | -16 | 4.3 | -6.7 |
DUHP | Dimensional US High Profitability ETF | 0.2 | 21 | 18 | 6.8 | -4.2 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.2 | 4 | 35 | 4.0 | -7.0 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 0.2 | 40 | -1 | 3.8 | -7.2 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 0.2 | 18 | 21 | 6.6 | -4.4 |
OCEN | IQ Clean Oceans ETF | 0.2 | 45 | -6 | 5.1 | -5.9 |
ESGS | Columbia U.S. ESG Equity Income ETF | 0.2 | 35 | 4 | 6.2 | -4.8 |
PBUS | Invesco MSCI USA ETF | 0.2 | 4 | 35 | 5.1 | -6.0 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 0.2 | 45 | -6 | 6.2 | -4.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 0.2 | 9 | 30 | 5.7 | -5.3 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.2 | 21 | 18 | 3.7 | -7.4 |
ILCG | iShares Morningstar Growth ETF | 0.2 | 4 | 35 | 3.8 | -7.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 19 | 5.3 | -5.7 |
VO | Vanguard Mid-Cap ETF | 0.2 | 4 | 35 | 5.7 | -5.3 |
FBCG | Fidelity Blue Chip Growth ETF | 0.2 | 59 | -20 | 2.3 | -8.7 |
STXG | Strive 1000 Growth ETF | 0.2 | 18 | 21 | 4.0 | -7.0 |
TRFK | Pacer Data and Digital Revolution ETF | 0.2 | 60 | -21 | 3.3 | -7.7 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 0.2 | 46 | -7 | 5.5 | -5.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.2 | 15 | 24 | 5.9 | -5.2 |
IYH | iShares U.S. Healthcare ETF | 0.2 | 40 | -1 | 31.1 | +20.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 0.2 | 10 | 29 | 4.9 | -6.2 |
VEGN | US Vegan Climate ETF | 0.2 | 60 | -21 | 4.4 | -6.6 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 0.2 | 47 | -8 | 5.7 | -5.4 |
APUE | ActivePassive U.S. Equity ETF | 0.2 | 45 | -6 | 4.9 | -6.2 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 0.2 | 75 | -36 | 4.6 | -6.4 |
TOK | iShares MSCI Kokusai ETF | 0.2 | 26 | 13 | 5.1 | -5.9 |
ACVF | American Conservative Values ETF | 0.2 | 75 | -36 | 4.2 | -6.8 |
URTH | iShares MSCI World ETF | 0.1 | 24 | 15 | 5.2 | -5.8 |
VHT | Vanguard Health Care ETF | 0.1 | 10 | 29 | 5.4 | -5.6 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.1 | 49 | -10 | 4.8 | -6.3 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.1 | 30 | 9 | 5.9 | -5.2 |
ACWI | iShares MSCI ACWI ETF | 0.1 | 32 | 7 | 5.3 | -5.7 |
FHLC | Fidelity MSCI Health Care Index ETF | 0.1 | 8 | 31 | 5.6 | -5.4 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.1 | 20 | 19 | 4.7 | -6.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 0.1 | 10 | 29 | 4.9 | -6.1 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.1 | 9 | 30 | 5.3 | -5.7 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.1 | 2 | 37 | 5.1 | -6.0 |
GLOF | iShares Global Equity Factor ETF | 0.1 | 20 | 19 | 7.1 | -4.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.1 | 9 | 30 | 5.6 | -5.4 |
ESGU | iShares ESG Aware MSCI USA ETF | 0.1 | 15 | 24 | 5.0 | -6.1 |
VONG | Vanguard Russell 1000 Growth ETF | 0.1 | 8 | 31 | 4.5 | -6.5 |
IWF | iShares Russell 1000 Growth ETF | 0.1 | 19 | 20 | 4.4 | -6.6 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.1 | 12 | 27 | 4.9 | -6.1 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 0.1 | 28 | 11 | 6.1 | -4.9 |
SFY | SoFi Select 500 ETF | 0.1 | 0 | 39 | 5.0 | -6.0 |
STXD | Strive 1000 Dividend Growth ETF | 0.1 | 35 | 4 | 5.3 | -5.8 |
RVRB | Reverb ETF | 0.1 | 30 | 9 | 4.8 | -6.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.1 | 9 | 30 | 5.5 | -5.6 |
VTV | Vanguard Value ETF | 0.1 | 4 | 35 | 6.9 | -4.1 |
IETC | iShares U.S. Tech Independence Focused ETF | 0.1 | 18 | 21 | 4.0 | -7.0 |
HLAL | Wahed FTSE USA Shariah ETF | 0.1 | 50 | -11 | 4.8 | -6.3 |
VOTE | TCW Transform 500 ETF | 0.1 | 5 | 34 | 5.0 | -6.0 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 0.1 | 58 | -19 | 4.4 | -6.6 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.0 | 7 | 32 | 5.0 | -6.0 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.0 | 32 | 7 | 5.0 | -6.1 |
VV | Vanguard Large-Cap ETF | 0.0 | 4 | 35 | 5.0 | -6.0 |
STRV | Strive 500 ETF | 0.0 | 5 | 34 | 5.0 | -6.0 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.0 | 0 | 39 | 5.1 | -6.0 |
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
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share | ** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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 Value with Momentum ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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