State Street SPDR S&P Pharmaceuticals ETF
ALTAR
Score™		 0.9% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 32.8x P/Sales
ratio		 2.9x
P/BV
ratio		 3.6x Div.
yield		 1.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR Pharmaceuticals ETF objective is to replicate as closely as possible the performance of the S&P Pharmaceuticals Select Industry Index, an equal-weighted index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jun 19, 2006
Assets (mns) $234
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 55
Wgt avg mkt cap (mns) $60,694
Large cap (>$10bn) 33.5%
Mid cap ($2-10bn) 26.0%
Small cap (<$2bn) 40.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MIND MEDICINE MINDMED INC 2.2 %
XERIS BIOPHARMA HOLDINGS INC 2.2 %
AXSOME THERAPEUTICS, INC. 2.1 %
MERCK & CO. INC. 2.1 %
LIGAND PHARMACEUTICALS-CL B 2.1 %
ORGANON & CO. 2.1 %
PERRIGO CO 2.1 %
CRINETICS PHARMACEUTICALS INC 2.1 %
SUPERNUS PHARMACEUTICALS INC 2.1 %
ELANCO ANIMAL HEALTH, INC. 2.1 %
Total 21.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.4 %
IRELAND 4.0 %
SINGAPORE 1.3 %
CAYMAN ISLANDS 0.9 %







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.
31.6% 31.6% 2.8% 1.9% 8.6%

Market Correlations
versus... Beta R-squared
S&P500 0.74 38%
MSCI EAFE 0.83 35%
MSCI Emg. Mkts. 0.65 25%

Technical Indicators
Recent close $56.48
30d moving avg. $56.00
Annualized volatility 19.3%
Short interest (ETF) 14.0%
Short interest (Underlying) 5.8%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 133
Turnover 3.2%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $5,327

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 697 potential alternatives to the State Street SPDR S&P Pharmaceuticals ETF ETF based on the alternatives' overlap in portfolio holdings with XPH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XPH Expense: 35 bp ALTAR Score™: 0.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XPH
Ticker Fund
Name		 Overlap1
vs XPH
(%)		 Expense
ratio
(bp)		 Savings
vs XPH
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XPH
(%)
IHE iShares U.S. Pharmaceuticals ETF 38.7 40 -5 5.7 +4.8
PJP Invesco Pharmaceuticals ETF 38.6 57 -22 6.8 +5.9
FTXH First Trust Nasdaq Pharmaceuticals ETF 19.6 60 -25 7.0 +6.1
BBP Virtus LifeSci Biotech Products ETF 14.5 79 -44 -2.8 -3.7
PPH VanEck Pharmaceutical ETF 14.5 36 -1 6.5 +5.5
PSCH Invesco S&P SmallCap Health Care ETF 13.1 29 6 3.4 +2.5
FXH First Trust Health Care AlphaDEX Fund 13.1 62 -27 6.9 +6.0
FHLC Fidelity MSCI Health Care Index ETF 12.0 8 27 5.1 +4.2
VHT Vanguard Health Care ETF 11.9 9 26 4.9 +4.0
IYH iShares U.S. Healthcare ETF 11.7 40 -5 5.5 +4.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 -5 6.6 +5.7
XLV The Health Care Select Sector SPDR Fund 11.1 8 27 6.2 +5.3
CANC Tema Oncology ETF 10.5 75 -40 -2.5 -3.4
BBC Virtus LifeSci Biotech Clinical Trials ETF 10.3 79 -44 0.0 -0.9
MEDX Horizon Kinetics Medical ETF 10.1 85 -50 1.3 +0.4
IXJ iShares Global Healthcare ETF 10.1 42 -7 5.8 +4.8
SBIO ALPS Medical Breakthroughs ETF 9.7 50 -15 0.0 -0.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.5 60 -25 -1.7 -2.6
BMED Future Health ETF 8.9 85 -50 0.2 -0.7
HRTS Tema Heart & Health ETF 8.8 75 -40 2.0 +1.0
AGNG Global X Aging Population ETF 8.6 50 -15 4.0 +3.1
WDNA WisdomTree BioRevolution Fund 8.2 45 -10 -1.9 -2.9
JDOC JPMorgan Healthcare Leaders ETF 8.0 65 -30 3.4 +2.4
SPDV AAM S&P 500 High Dividend Value ETF 8.0 29 6 10.6 +9.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 7.9 49 -14 5.8 +4.9
AVIE Avantis  Inflation Focused Equity ETF 7.8 25 10 6.3 +5.4
HART IQ Healthy Hearts ETF 7.8 45 -10 5.4 +4.5
PINK Simplify Health Care ETF 7.6 50 -15 0.7 -0.3
IBBQ Invesco Nasdaq Biotechnology ETF 7.5 19 16 0.1 -0.8
LFSC F/m Emerald Life Sciences Innovation ETF 7.5 79 -44 0.0 -0.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.2 30 5 9.6 +8.7
DIVN Horizon Dividend Income ETF 7.1 70 -35 6.8 +5.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 7.0 29 6 6.1 +5.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.0 29 6 5.6 +4.7
XT iShares Exponential Technologies ETF 6.9 46 -11 4.3 +3.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 6.8 59 -24 5.4 +4.5
DSTL Distillate US Fundamental Stability & Value ETF 6.7 39 -4 7.4 +6.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.6 80 -45 6.2 +5.2
DFNV Donoghue Forlines Innovation ETF 6.5 69 -34 3.8 +2.9
DUHP Dimensional US High Profitability ETF 6.4 21 14 5.1 +4.2
DHS WisdomTree U.S. High Dividend Fund 6.4 38 -3 7.3 +6.4
GDIV Harbor Dividend Growth Leaders ETF 6.4 50 -15 4.5 +3.6
IBRN iShares Neuroscience and Healthcare ETF 6.2 47 -12 0.0 -0.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 6.1 7 28 10.1 +9.2
SDOG ALPS Sector Dividend Dogs ETF 6.0 36 -1 8.7 +7.8
FDL First Trust Morningstar Dividend Leaders Index Fund 6.0 45 -10 9.7 +8.7
COWZ Pacer US Cash Cows 100 ETF 6.0 49 -14 7.5 +6.6
GCOW Pacer Global Cash Cows Dividend ETF 6.0 60 -25 9.7 +8.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 6.0 49 -14 3.0 +2.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.0 15 20 4.5 +3.6
THNR Amplify Weight Loss Drug & Treatment ETF 6.0 59 -24 5.8 +4.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 6.0 15 20 5.1 +4.1
DLN WisdomTree U.S. LargeCap Dividend Fund 6.0 28 7 5.4 +4.5
PFM Invesco Dividend Achievers ETF 5.9 53 -18 4.7 +3.8
RAFE PIMCO RAFI ESG U.S. ETF 5.9 29 6 6.2 +5.3
PEY Invesco High Yield Equity Dividend Achievers ETF 5.8 52 -17 9.0 +8.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.8 15 20 5.8 +4.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 5.8 49 -14 10.0 +9.1
QQQS Invesco NASDAQ Future Gen 200 ETF 5.7 20 15 -4.7 -5.6
USRD Themes US R&D Champions ETF 5.7 29 6 4.1 +3.2
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 15 8.1 +7.2
HELX Franklin Genomic Advancements ETF 5.6 50 -15 -0.4 -1.3
QLTY GMO U.S. Quality ETF 5.6 50 -15 3.9 +3.0
FDRR Fidelity Dividend ETF for Rising Rates 5.6 15 20 6.3 +5.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.6 60 -25 -0.9 -1.8
FVAL Fidelity Value Factor ETF 5.6 15 20 6.0 +5.1
JHDV John Hancock U.S. High Dividend ETF 5.5 34 1 6.1 +5.2
TTAC FCF US Quality ETF 5.5 59 -24 5.0 +4.1
FUNL CornerCap Fundametrics Large-Cap ETF 5.5 50 -15 6.4 +5.5
DTD WisdomTree U.S. Total Dividend Fund 5.4 28 7 5.7 +4.8
QLV FlexShares US Quality Low Volatility Index Fund 5.4 22 13 5.2 +4.2
PY Principal Value ETF 5.4 15 20 6.7 +5.8
STXV Strive 1000 Value ETF 5.4 18 17 7.2 +6.3
VIG Vanguard Dividend Appreciation ETF 5.4 5 30 4.9 +4.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 5.3 59 -24 8.9 +7.9
GNOM Global X Genomics & Biotechnology ETF 5.3 50 -15 -3.7 -4.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.3 56 -21 5.9 +5.0
HLAL Wahed FTSE USA Shariah ETF 5.3 50 -15 4.0 +3.1
DGRO iShares Core Dividend Growth ETF 5.3 8 27 5.9 +5.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 5.3 48 -13 5.2 +4.3
SQLV Royce Quant Small-Cap Quality Value ETF 5.3 60 -25 8.5 +7.6
HAPI Harbor Human Capital Factor US Large Cap ETF 5.3 36 -1 4.4 +3.4
AUSF Global X Adaptive U.S. Factor ETF 5.3 27 8 8.0 +7.1
ZECP Zacks Earnings Consistent Portfolio ETF 5.2 55 -20 4.2 +3.3
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 10 5.5 +4.6
ITAN Sparkline Intangible Value ETF 5.1 50 -15 5.7 +4.8
QDF FlexShares Quality Dividend Index Fund 5.1 37 -2 5.6 +4.6
QUAL iShares MSCI USA Quality Factor ETF 5.1 15 20 4.5 +3.5
QDEF FlexShares Quality Dividend Defensive Index Fund 5.0 37 -2 5.4 +4.5
SUSL iShares ESG MSCI USA Leaders ETF 5.0 10 25 4.2 +3.3
NUDV Nuveen ESG Dividend ETF 5.0 26 9 6.7 +5.8
ESGG FlexShares STOXX Global ESG Select Index Fund 5.0 42 -7 4.8 +3.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.0 10 25 4.3 +3.4
MVAL VanEck Morningstar Wide Moat Value ETF 5.0 49 -14 6.0 +5.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 5.0 32 3 4.4 +3.5
ROSC Hartford Multifactor Small Cap ETF 5.0 34 1 8.0 +7.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.9 60 -25 3.4 +2.4
CSTK Invesco Comstock Contrarian Equity ETF 4.9 35 0 6.1 +5.2
DVND Touchstone Dividend Select ETF 4.9 67 -32 5.0 +4.0
IWC iShares Micro-Cap ETF 4.9 60 -25 -1.3 -2.2
VFVA Vanguard U.S. Value Factor ETF 4.9 13 22 9.5 +8.6
MOAT VanEck Morningstar Wide Moat ETF 4.9 46 -11 5.4 +4.5
FDLS Inspire Fidelis Multi Factor ETF 4.9 76 -41 4.1 +3.1
MGV Vanguard Mega Cap Value ETF 4.8 7 28 5.8 +4.8
SPXT ProShares S&P 500 Ex-Technology ETF 4.8 9 26 4.9 +4.0
VLUE iShares MSCI USA Value Factor ETF 4.8 15 20 8.0 +7.1
FQAL Fidelity Quality Factor ETF 4.8 15 20 4.9 +4.0
FMED Fidelity Disruptive Medicine ETF 4.8 50 -15 -0.6 -1.5
PBE Invesco Biotechnology & Genome ETF 4.8 58 -23 1.7 +0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.8 35 0 7.1 +6.2
IOO iShares Global 100 ETF 4.8 41 -6 4.0 +3.1
XMAG Defiance Large Cap ex-Mag 7 ETF 4.8 35 0 4.6 +3.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.8 8 27 4.4 +3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.8 38 -3 7.1 +6.1
USMV iShares MSCI USA Min Vol Factor ETF 4.7 15 20 5.1 +4.2
OEI Optimized Equity Income ETF 4.7 75 -40 3.3 +2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.7 7 28 4.6 +3.7
VFQY Vanguard U.S. Quality Factor ETF 4.7 13 22 5.4 +4.5
VALQ American Century U.S. Quality Value ETF 4.7 29 6 6.8 +5.9
QLC FlexShares US Quality Large Cap Index Fund 4.7 25 10 4.7 +3.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.7 19 16 4.9 +4.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.6 95 -60 -0.5 -1.4
OZEM Roundhill GLP-1 & Weight Loss ETF 4.6 59 -24 3.9 +3.0
DGRW WisdomTree US Quality Dividend Growth Fund 4.6 28 7 4.9 +4.0
PAWZ ProShares Pet Care ETF 4.6 50 -15 3.5 +2.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.5 18 17 5.1 +4.2
JEPI JPMorgan Equity Premium Income ETF 4.5 35 0 5.0 +4.1
VYM Vanguard High Dividend Yield Index ETF 4.5 6 29 6.3 +5.4
VUSE Vident U.S. Equity Strategy ETF 4.4 50 -15 3.6 +2.7
SFGV Sequoia Global Value ETF 4.4 23 12 7.5 +6.6
DFVX Dimensional US Large Cap Vector ETF 4.4 22 13 5.4 +4.5
OEF iShares S&P 100 ETF 4.4 20 15 3.9 +3.0
IWX iShares Russell Top 200 Value ETF 4.4 20 15 5.3 +4.4
FYC First Trust Small Cap Growth AlphaDEX Fund 4.4 71 -36 -1.3 -2.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.3 45 -10 3.7 +2.8
DIVG Invesco S&P 500 High Dividend Growers ETF 4.3 39 -4 7.8 +6.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.3 49 -14 4.0 +3.1
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -7 4.1 +3.2
FDLO Fidelity Low Volatility Factor ETF 4.3 15 20 4.9 +4.0
RNIN Bushido Capital US SMID Cap Equity ETF 4.3 70 -35 11.3 +10.4
EPS WisdomTree U.S. LargeCap Fund 4.2 8 27 5.1 +4.2
LRND IQ U.S. Large Cap R&D Leaders ETF 4.2 14 21 4.5 +3.5
LOWV AB US Low Volatility Equity ETF 4.2 48 -13 4.7 +3.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -40 3.4 +2.5
DFLV Dimensional US Large Cap Value ETF 4.2 22 13 6.6 +5.7
DEW WisdomTree Global High Dividend Fund 4.2 58 -23 7.6 +6.7
LGCF Themes US Cash Flow Champions ETF 4.2 30 5 7.5 +6.6
INCE Franklin Income Equity Focus ETF 4.2 29 6 5.0 +4.1
SCHD Schwab US Dividend Equity ETF 4.2 6 29 8.8 +7.9
USCF Themes US Cash Flow Champions ETF 4.2 29 6 7.8 +6.8
VFLO VictoryShares Free Cash Flow ETF 4.1 39 -4 9.0 +8.1
SMRI Bushido Capital US Equity ETF 4.1 71 -36 9.0 +8.1
JSML Janus Henderson Small Cap Growth Alpha ETF 4.1 30 5 7.0 +6.1
MOO VanEck Agribusiness ETF 4.1 53 -18 9.5 +8.6
RFFC ALPS Active Equity Opportunity ETF 4.1 48 -13 3.7 +2.8
FFTY Innovator IBD 50 ETF 4.1 80 -45 -1.7 -2.7
VFMF Vanguard U.S. Multifactor ETF 4.1 18 17 6.8 +5.9
VTV Vanguard Value ETF 4.1 4 31 6.1 +5.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 25 4.6 +3.7
IDNA iShares Genomics Immunology and Healthcare ETF 4.0 47 -12 -2.9 -3.8
MGC Vanguard Mega Cap ETF 4.0 7 28 4.1 +3.1
PCGG Polen Capital Global Growth ETF 4.0 85 -50 3.6 +2.7
EMOT First Trust S&P 500 Economic Moat ETF 4.0 60 -25 6.5 +5.6
VOOV Vanguard S&P 500 Value ETF 4.0 7 28 5.6 +4.7
SIXS ETC 6 Meridian Small Cap Equity ETF 4.0 89 -54 8.6 +7.7
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 31 5.9 +5.0
TOPC iShares S&P 500 3% Capped ETF 4.0 15 20 4.5 +3.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.0 49 -14 5.0 +4.0
JVAL JPMorgan U.S. Value Factor ETF 4.0 12 23 7.0 +6.1
FCPI Fidelity Stocks for Inflation ETF 4.0 15 20 7.0 +6.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.0 10 25 3.7 +2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.0 35 0 5.1 +4.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.0 7 28 6.8 +5.9
EDOW First Trust Dow 30 Equal Weight ETF 4.0 50 -15 4.7 +3.8
ICAP InfraCap Equity Income Fund ETF 4.0 171 -136 3.9 +2.9
MDLV Morgan Dempsey Large Cap Value ETF 4.0 58 -23 6.5 +5.6
TBG TBG Dividend Focus ETF 4.0 59 -24 7.1 +6.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 4.0 10 25 3.8 +2.9
DIVY Sound Equity Dividend Income ETF 3.9 45 -10 9.2 +8.3
PSIL AdvisorShares Psychedelics ETF 3.9 99 -64 0.0 -0.9
LRGF iShares U.S. Equity Factor ETF 3.9 8 27 4.9 +4.0
REVS Columbia Research Enhanced Value ETF 3.9 19 16 7.0 +6.1
DIVB iShares Core Dividend ETF 3.9 5 30 7.4 +6.5
WBIY WBI Power Factor High Dividend ETF 3.9 100 -65 12.5 +11.6
SIXL ETC 6 Meridian Low Beta Equity ETF 3.9 80 -45 5.7 +4.8
FLRG Fidelity U.S. Multifactor ETF 3.9 15 20 6.2 +5.3
SFY SoFi Select 500 ETF 3.9 0 35 3.9 +3.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.9 9 26 4.2 +3.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.9 50 -15 7.8 +6.9
STXD Strive 1000 Dividend Growth ETF 3.9 35 0 4.3 +3.4
RJDI RJ Eagle GCM Dividend Select Income ETF 3.9 55 -20 4.9 +4.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.9 25 10 6.9 +6.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.9 60 -25 9.1 +8.2
SFTY Horizon Managed Risk ETF 3.9 77 -42 3.6 +2.7
GDOC Goldman Sachs Future Health Care Equity ETF 3.9 75 -40 2.3 +1.4
USMC Principal U.S. Mega-Cap ETF 3.9 12 23 4.1 +3.2
TOPT iShares Top 20 U.S. Stocks ETF 3.9 20 15 3.4 +2.5
BGIG Bahl & Gaynor Income Growth ETF 3.9 45 -10 4.6 +3.7
BDIV AAM Brentview Dividend Growth ETF 3.9 49 -14 3.8 +2.9
FMKT The Free Markets ETF 3.9 76 -41 3.9 +3.0
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 25 5.1 +4.2
STOX Horizon Core Equity ETF 3.9 70 -35 3.6 +2.7
DFUV Dimensional US Marketwide Value ETF 3.9 22 13 6.5 +5.6
QVAL Alpha Architect US Quantitative Value ETF 3.8 39 -4 8.6 +7.7
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 5 5.2 +4.3
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 23 5.2 +4.3
PRXV Praxis Impact Large Cap Value ETF 3.8 36 -1 5.9 +5.0
NANC Unusual Whales Subversive Democratic Trading ETF 3.8 75 -40 2.9 +2.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -14 8.2 +7.3
IWL iShares Russell Top 200 ETF 3.8 15 20 4.0 +3.1
XLG Invesco S&P 500 Top 50 ETF 3.8 20 15 3.6 +2.7
DSPY Tema S&P 500 Historical Weight ETF 3.8 18 17 4.5 +3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.8 25 10 4.3 +3.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 20 6.1 +5.2
QUVU Hartford Quality Value ETF 3.8 46 -11 6.7 +5.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.7 35 0 3.0 +2.1
HDUS Hartford Disciplined US Equity ETF 3.7 19 16 5.1 +4.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.7 25 10 6.5 +5.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.7 19 16 5.4 +4.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.6 55 -20 3.4 +2.5
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 -4 6.0 +5.1
ABLS Abacus FCF Small Cap Leaders ETF 3.6 59 -24 5.3 +4.4
FTCS First Trust Capital Strength ETF 3.6 55 -20 5.0 +4.0
FLQL Franklin LibertyQ U.S. Equity ETF 3.6 15 20 4.7 +3.7
GINX SGI Enhanced Global Income ETF 3.5 98 -63 7.0 +6.1
AFSM First Trust Active Factor Small Cap ETF 3.5 75 -40 6.5 +5.6
VSLU Applied Finance Valuation Large Cap ETF 3.5 49 -14 4.9 +4.0
ECML Euclidean Fundamental Value ETF 3.5 95 -60 8.8 +7.9
RAUS RACWI US ETF 3.5 15 20 4.3 +3.4
FELC Fidelity Enhanced Large Cap Core ETF 3.5 18 17 4.6 +3.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 23 5.8 +4.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.5 20 15 4.5 +3.5
HGRO Hedgeye Quality Growth ETF 3.5 70 -35 3.0 +2.1
IWD iShares Russell 1000 Value ETF 3.5 19 16 5.6 +4.7
VONV Vanguard Russell 1000 Value ETF 3.5 7 28 5.8 +4.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.5 7 28 4.3 +3.4
OALC OneAscent Large Cap Core ETF 3.4 86 -51 3.5 +2.6
FDWM Fidelity Women's Leadership ETF 3.4 59 -24 4.2 +3.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 17 5.7 +4.8
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 10 6.4 +5.5
ILCV iShares Morningstar Value ETF 3.4 4 31 5.7 +4.8
SPXE ProShares S&P 500 Ex-Energy ETF 3.4 9 26 4.2 +3.3
VV Vanguard Large-Cap ETF 3.4 4 31 4.3 +3.4
JAVA JPMorgan Active Value ETF 3.4 44 -9 5.6 +4.7
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 17 4.1 +3.2
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 17 6.0 +5.1
STRV Strive 500 ETF 3.4 5 30 4.2 +3.3
DIVZ TrueShares Low Volatility Equity Income ETF 3.3 65 -30 5.9 +5.0
BKLC BNY Mellon US Large Cap Core Equity ETF 3.3 0 35 4.4 +3.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.3 20 15 4.1 +3.2
WRND IQ Global Equity R&D Leaders ETF 3.3 18 17 6.7 +5.8
GXLC Global X U.S. 500 ETF 3.3 2 33 4.2 +3.3
GINN Goldman Sachs Innovate Equity ETF 3.3 52 -17 3.3 +2.4
VOO Vanguard S&P 500 ETF 3.3 3 32 4.4 +3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.3 2 33 4.4 +3.5
IVV iShares Core S&P 500 ETF 3.3 3 32 4.3 +3.4
SPY SPDR S&P 500 ETF 3.3 9 26 4.3 +3.4
SPYM State Street SPDR Portfolio S&P 500 ETF 3.3 2 33 4.3 +3.3
DCOR Dimensional US Core Equity 1 ETF 3.3 14 21 4.7 +3.8
AIEQ AI Powered Equity ETF 3.3 75 -40 4.1 +3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.3 15 20 7.9 +7.0
GSPY Gotham Enhanced 500 ETF 3.2 50 -15 4.6 +3.6
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 17 4.6 +3.7
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 24 4.5 +3.6
APUE ActivePassive U.S. Equity ETF 3.2 45 -10 4.0 +3.1
DIA SPDR Dow Jones Industrial Average ETF 3.2 16 19 4.7 +3.8
IUS Invesco RAFI Strategic US ETF 3.2 19 16 6.1 +5.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 15 4.8 +3.9
VOTE TCW Transform 500 ETF 3.2 5 30 4.3 +3.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 30 7.3 +6.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.2 49 -14 3.6 +2.7
PWV Invesco Large Cap Value ETF 3.2 55 -20 6.9 +6.0
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 32 4.3 +3.3
CHGX AXS Change Finance ESG ETF 3.2 49 -14 4.5 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 3.2 61 -26 5.0 +4.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.2 11 24 4.3 +3.4
EES WisdomTree U.S. SmallCap Fund 3.2 38 -3 7.7 +6.8
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 22 5.3 +4.4
NACP Impact Shares NAACP Minority Empowerment ETF 3.2 49 -14 4.1 +3.2
VTI Vanguard Total Stock Market ETF 3.1 3 32 4.3 +3.4
SCHX Schwab U.S. Large-Cap ETF 3.1 3 32 4.4 +3.5
DXUV Dimensional US Vector Equity ETF 3.1 28 7 5.3 +4.4
IWB iShares Russell 1000 ETF 3.1 15 20 4.3 +3.3
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 25 4.4 +3.5
VONE Vanguard Russell 1000 ETF 3.1 7 28 4.4 +3.4
DVY iShares Select Dividend ETF 3.1 38 -3 8.3 +7.4
RVRB Reverb ETF 3.1 30 5 4.1 +3.1
DFUS Dimensional U.S. Equity ETF 3.1 9 26 4.2 +3.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.1 3 32 4.5 +3.6
IYY iShares Dow Jones U.S. ETF 3.1 20 15 4.2 +3.3
IWV iShares Russell 3000 ETF 3.1 20 15 4.1 +3.2
DAK Dakota Active Equity ETF 3.1 43 -8 3.8 +2.9
EBI Longview Advantage ETF 3.1 35 0 5.9 +5.0
INRO iShares U.S. Industry Rotation Active ETF 3.1 42 -7 4.1 +3.1
SCHK Schwab 1000 Index ETF 3.1 5 30 4.4 +3.5
SFYF SoFi Social 50 ETF 3.1 29 6 0.9 -0.0
VTHR Vanguard Russell 3000 ETF 3.1 7 28 4.3 +3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 32 4.3 +3.4
CVAR Cultivar ETF 3.0 87 -52 6.7 +5.8
DEEP Roundhill Acquirers Deep Value ETF 3.0 80 -45 17.6 +16.6
SPHQ Invesco S&P 500 Quality ETF 3.0 15 20 4.7 +3.8
DSMC Distillate Small/Mid Cash Flow ETF 3.0 55 -20 11.5 +10.6
GQI Natixis Gateway Quality Income ETF 3.0 34 1 4.2 +3.3
JGLO JPMorgan Global Select Equity ETF 3.0 33 2 4.4 +3.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.0 12 23 5.4 +4.5
DGT State Street SPDR Global Dow ETF 3.0 50 -15 6.0 +5.1
KLMN Invesco MSCI North America Climate ETF 3.0 9 26 4.4 +3.5
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 4.8 +3.9
SCHB Schwab U.S. Broad Market ETF 3.0 3 32 4.4 +3.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.0 35 0 6.5 +5.6
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 20 5.1 +4.2
MEDI Harbor Health Care ETF 3.0 80 -45 -1.5 -2.4
DFAU Dimensional US Core Equity Market ETF 3.0 12 23 4.4 +3.5
ESGU iShares ESG Aware MSCI USA ETF 3.0 15 20 4.3 +3.3
KRMA Global X Conscious Companies ETF 3.0 43 -8 5.4 +4.5
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 20 6.7 +5.8
IUSG iShares Core S&P U.S. Growth ETF 2.9 4 31 3.4 +2.5
IVW iShares S&P 500 Growth ETF 2.9 18 17 3.2 +2.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.9 4 31 3.4 +2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.9 80 -45 4.5 +3.6
IVE iShares S&P 500 Value ETF 2.9 18 17 5.5 +4.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 31 5.7 +4.7
PBUS Invesco MSCI USA ETF 2.9 4 31 4.3 +3.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.9 30 5 4.0 +3.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 10 4.8 +3.9
LCF Touchstone US Large Cap Focused ETF 2.8 69 -34 3.7 +2.8
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 26 4.2 +3.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 20 4.3 +3.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 5 4.1 +3.2
ADME Aptus Drawdown Managed Equity ETF 2.8 79 -44 3.4 +2.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 23 4.4 +3.5
IBB iShares Biotechnology ETF 2.8 45 -10 -0.3 -1.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.8 60 -25 4.6 +3.7
ACVF American Conservative Values ETF 2.7 75 -40 3.7 +2.8
IUSV iShares Core S&P US Value ETF 2.7 4 31 5.8 +4.9
RND First Trust Bloomberg R&D Leaders ETF 2.7 60 -25 2.4 +1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 5 5.7 +4.8
JHML John Hancock Multifactor Large Cap ETF 2.7 29 6 4.7 +3.8
ROUS Hartford Multifactor US Equity ETF 2.7 19 16 6.1 +5.2
CALF Pacer US Small Cap Cash Cows 100 ETF 2.7 59 -24 9.4 +8.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 26 4.7 +3.8
AVUS Avantis U.S. Equity ETF 2.7 15 20 5.0 +4.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 23 6.6 +5.6
XVV iShares ESG Screened S&P 500 ETF 2.7 8 27 4.2 +3.3
SUSA iShares MSCI USA ESG Select ETF 2.7 25 10 4.0 +3.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 21 4.3 +3.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.6 39 -4 10.9 +10.0
FELG Fidelity Enhanced Large Cap Growth ETF 2.6 18 17 3.9 +3.0
LST Leuthold Select Industries ETF 2.6 91 -56 4.8 +3.9
VSDA VictoryShares Dividend Accelerator ETF 2.6 35 0 6.5 +5.6
SGLC SGI U.S. Large Cap Core ETF 2.6 85 -50 3.4 +2.5
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 9.3 +8.4
JGRO JPMorgan Active Growth ETF 2.6 44 -9 3.0 +2.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.6 60 -25 9.1 +8.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 15 4.9 +4.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.5 15 20 6.5 +5.6
ABOT Abacus FCF Innovation Leaders ETF 2.5 69 -34 4.6 +3.7
GLOF iShares Global Equity Factor ETF 2.5 20 15 6.0 +5.1
FTA First Trust Large Cap Value AlphaDEX Fund 2.5 59 -24 7.9 +7.0
IWO iShares Russell 2000 Growth ETF 2.5 24 11 0.6 -0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 2.5 9 26 4.6 +3.7
FFLC Fidelity Fundamental Large Cap Core ETF 2.5 38 -3 4.0 +3.0
TOK iShares MSCI Kokusai ETF 2.5 26 9 4.4 +3.5
RECS Columbia Research Enhanced Core ETF 2.5 15 20 5.2 +4.3
FFOG Franklin Focused Growth ETF 2.5 61 -26 2.0 +1.1
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 15 5.4 +4.5
FBCV Fidelity Blue Chip Value ETF 2.4 59 -24 6.6 +5.6
WLDR Affinity World Leaders Equity ETF 2.4 67 -32 6.5 +5.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.4 35 0 11.9 +11.0
QGRO American Century U.S. Quality Growth ETF 2.4 29 6 3.2 +2.2
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 10 4.6 +3.7
BFOR ALPS Barron's 400 ETF 2.3 65 -30 5.0 +4.1
URTH iShares MSCI World ETF 2.3 24 11 4.5 +3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -40 5.0 +4.1
DURA VanEck Durable High Dividend ETF 2.3 29 6 6.7 +5.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 17 7.0 +6.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.3 20 15 5.4 +4.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.3 12 23 6.7 +5.8
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 17 4.6 +3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 2.3 12 23 3.8 +2.9
IWY iShares Russell Top 200 Growth ETF 2.3 20 15 3.4 +2.5
IWF iShares Russell 1000 Growth ETF 2.2 19 16 3.3 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 2.2 13 22 2.5 +1.6
ABFL Abacus FCF Leaders ETF 2.2 59 -24 3.9 +3.0
VONG Vanguard Russell 1000 Growth ETF 2.2 7 28 3.6 +2.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.2 20 15 4.7 +3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.2 25 10 5.5 +4.6
MGK Vanguard Mega Cap Growth ETF 2.2 7 28 3.5 +2.6
STXG Strive 1000 Growth ETF 2.2 18 17 3.2 +2.3
VUG Vanguard Growth ETF 2.2 4 31 3.4 +2.5
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -20 5.5 +4.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.2 40 -5 3.3 +2.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.2 15 20 4.7 +3.7
ILCG iShares Morningstar Growth ETF 2.1 4 31 3.1 +2.2
FVD First Trust Value Line Dividend Index Fund 2.1 65 -30 5.7 +4.8
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -30 2.1 +1.2
TINT ProShares Smart Materials ETF 2.1 58 -23 5.0 +4.1
FTDS First Trust Dividend Strength ETF 2.1 70 -35 7.4 +6.5
PEXL Pacer US Export Leaders ETF 2.1 60 -25 3.9 +3.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.1 0 35 10.7 +9.8
SPIT F/m Emerald Special Situations ETF 2.1 105 -70 -0.9 -1.8
MBOX Freedom Day Dividend ETF 2.1 39 -4 6.8 +5.9
ULVM VictoryShares US Value Momentum ETF 2.1 20 15 6.6 +5.6
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 25 5.1 +4.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.1 29 6 7.0 +6.1
DUSA Davis Select U.S. Equity ETF 2.1 61 -26 6.6 +5.7
DWLD Davis Select Worldwide ETF 2.1 63 -28 6.5 +5.6
ACWI iShares MSCI ACWI ETF 2.1 32 3 4.8 +3.9
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 29 7.6 +6.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -17 8.8 +7.9
RSSL Global X Russell 2000 ETF 2.0 8 27 3.1 +2.2
HDV iShares Core High Dividend ETF 2.0 8 27 6.4 +5.5
BEEZ Honeytree U.S. Equity ETF 2.0 64 -29 3.3 +2.4
KAT Scharf ETF 2.0 87 -52 4.7 +3.8
GKAT Scharf Global Opportunity ETF 2.0 57 -22 5.6 +4.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 26 3.5 +2.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 -25 3.4 +2.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 10 11.0 +10.1
LRNZ TrueShares Technology, AI & Deep Learning ETF 2.0 69 -34 -0.7 -1.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.0 75 -40 2.3 +1.3
ANEW ProShares MSCI Transformational Changes ETF 2.0 45 -10 4.7 +3.8
FBCG Fidelity Blue Chip Growth ETF 2.0 59 -24 2.3 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -24 3.6 +2.7
GGRW Gabelli Growth Innovators ETF 2.0 90 -55 1.9 +1.0
GK AdvisorShares Gerber Kawasaki ETF 2.0 75 -40 2.0 +1.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -10 2.7 +1.8
MBCC Monarch Blue Chips Core ETF 2.0 125 -90 3.6 +2.7
NULG Nuveen ESG Large-Cap Growth ETF 2.0 26 9 2.8 +1.9
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -45 4.2 +3.3
CGUS Capital Group Core Equity ETF 2.0 33 2 3.9 +2.9
CGDV Capital Group Dividend Value ETF 2.0 33 2 4.1 +3.2
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 20 3.8 +2.9
QGRW WisdomTree U.S. Quality Growth Fund 2.0 28 7 3.4 +2.5
IWFG IQ Winslow Focused Large Cap Growth ETF 2.0 65 -30 2.6 +1.7
SAMM Strategas Macro Momentum ETF 2.0 66 -31 1.9 +1.0
AGRW Allspring LT Large Growth ETF 2.0 35 0 3.1 +2.1
FTGS First Trust Growth Strength ETF 2.0 60 -25 3.7 +2.8
SCHG Schwab U.S. Large-Cap Growth ETF 2.0 4 31 3.2 +2.3
BGRO iShares Large Cap Growth Active ETF 2.0 55 -20 2.1 +1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 2.0 18 17 3.0 +2.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -30 3.0 +2.1
JGRW Jensen Quality Growth ETF 2.0 57 -22 3.8 +2.9
SWP SWP Growth & Income ETF 2.0 99 -64 3.7 +2.8
BGDV Bahl & Gaynor Dividend ETF 2.0 45 -10 4.0 +3.1
BRIF FIS Bright Portfolios Focused Equity ETF 2.0 65 -30 4.0 +3.1
PRXG Praxis Impact Large Cap Growth ETF 2.0 36 -1 2.9 +2.0
SEMG Suncoast Select Growth ETF 2.0 60 -25 3.5 +2.6
AFOS ARS Focused Opportunities Strategy ETF 2.0 45 -10 2.3 +1.4
SGRT SMART Earnings Growth 30 ETF 2.0 59 -24 1.7 +0.8
STRN SMART Trend 25 ETF 2.0 59 -24 2.7 +1.8
DUNK Dana Unconstrained Equity ETF 2.0 75 -40 2.0 +1.1
VOOG Vanguard S&P 500 Growth ETF 2.0 7 28 3.4 +2.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 10 25 4.8 +3.9
IWM iShares Russell 2000 ETF 2.0 19 16 3.1 +2.2
SYLD Cambria Shareholder Yield ETF 2.0 59 -24 11.2 +10.3
SSPY Syntax Stratified LargeCap ETF 2.0 30 5 6.0 +5.1
CGGR Capital Group Growth ETF 2.0 39 -4 2.8 +1.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.0 48 -13 7.9 +6.9
VTWG Vanguard Russell 2000 Growth ETF 2.0 10 25 0.8 -0.1
RWL Invesco S&P 500 Revenue ETF 2.0 39 -4 6.0 +5.1
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -71 10.4 +9.5
CGDG Capital Group Dividend Growers ETF 2.0 47 -12 5.4 +4.5
ROE Astoria US Quality Kings ETF 1.9 49 -14 5.7 +4.7
GURU Global X Guru Index ETF 1.9 75 -40 2.5 +1.6
EZM WisdomTree U.S. MidCap Fund 1.9 38 -3 7.7 +6.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.9 12 23 7.2 +6.3
VT Vanguard Total World Stock ETF 1.9 6 29 5.2 +4.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 20 6.7 +5.8
DFAT Dimensional U.S. Targeted Value ETF 1.9 28 7 8.9 +8.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 26 5.0 +4.0
CSMD Congress SMid Growth ETF 1.9 69 -34 3.2 +2.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.9 73 -38 10.4 +9.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.9 60 -25 3.7 +2.8
DIVS SmartETFs Dividend Builder ETF 1.9 65 -30 4.6 +3.7
FLV American Century Focused Large Cap Value ETF 1.9 42 -7 6.1 +5.2
KONG Formidable Fortress ETF 1.9 89 -54 5.1 +4.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.9 27 8 6.6 +5.7
UDI USCF Dividend Income Fund 1.9 65 -30 7.3 +6.4
JPEF JPMorgan Equity Focus ETF 1.9 50 -15 4.0 +3.1
AGQI First Trust Active Global Quality Income ETF 1.9 85 -50 4.6 +3.7
DIVL Madison Dividend Value ETF 1.9 65 -30 4.8 +3.9
CZAR Themes Natural Monopoly ETF 1.9 35 0 5.0 +4.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -30 4.3 +3.4
YOKE Yoke Core ETF 1.9 42 -7 4.1 +3.2
DIV Global X SuperDividend US ETF 1.9 45 -10 10.6 +9.7
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -24 8.7 +7.8
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 -5 5.0 +4.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 6.7 +5.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -24 5.1 +4.2
GVLU Gotham 1000 Value ETF 1.8 50 -15 8.3 +7.4
TOKE Cambria Cannabis ETF 1.8 42 -7 1.9 +1.0
ABLG Abacus FCF International Leaders ETF 1.8 59 -24 5.8 +4.9
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 10 7.7 +6.8
IJR iShares Core S&P Small Cap ETF 1.8 6 29 6.7 +5.8
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -32 8.8 +7.9
YOLO AdvisorShares Pure Cannabis ETF 1.8 103 -68 -3.7 -4.6
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -8 3.6 +2.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.8 79 -44 5.0 +4.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 6 6.4 +5.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.8 60 -25 5.6 +4.7
MGMT Ballast Small/Mid Cap ETF 1.7 110 -75 6.7 +5.8
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -13 3.9 +3.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 -14 5.9 +5.0
TAX Cambria Tax Aware ETF 1.7 49 -14 5.1 +4.2
VTWO Vanguard Russell 2000 ETF 1.7 7 28 3.3 +2.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 -29 0.9 -0.0
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 9 5.6 +4.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 32 6.7 +5.8
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -34 2.6 +1.7
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 -4 3.9 +3.0
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -25 5.1 +4.2
DIVE Dana Concentrated Dividend ETF 1.6 65 -30 6.8 +5.9
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 0 4.2 +3.3
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 20 6.1 +5.2
ISCB iShares Morningstar Small-Cap ETF 1.6 4 31 5.1 +4.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 5.3 +4.3
DFAS Dimensional U.S. Small Cap ETF 1.6 26 9 5.8 +4.9
NULC Nuveen ESG Large-Cap ETF 1.6 21 14 4.5 +3.6
FDMO Fidelity Momentum Factor ETF 1.6 15 20 3.1 +2.1
FFND Future Fund Active ETF 1.6 100 -65 3.2 +2.3
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 0 6.3 +5.3
AVUQ Avantis U.S. Quality ETF 1.6 15 20 3.6 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 28 6.7 +5.8
MAGA Point Bridge America First ETF 1.6 72 -37 5.7 +4.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 11 7.3 +6.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 0 5.6 +4.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 6 3.9 +3.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.5 68 -33 1.7 +0.8
RGEF Rockefeller Global Equity ETF 1.5 55 -20 4.0 +3.1
USMF WisdomTree U.S. Multifactor Fund 1.5 28 7 6.5 +5.6
KNO AXS Knowledge Leaders ETF 1.5 78 -43 5.1 +4.2
RCGE RockCreek Global Equality ETF 1.5 95 -60 6.1 +5.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 -4 2.7 +1.8
CFA VictoryShares US 500 Volatility Wtd ETF 1.5 35 0 5.4 +4.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.5 40 -5 5.3 +4.4
GEW Cambria Global EW ETF 1.5 29 6 5.4 +4.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 25 7.9 +7.0
FDVV Fidelity High Dividend ETF 1.5 15 20 7.1 +6.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 20 3.9 +3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.5 50 -15 3.4 +2.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -35 4.6 +3.7
FESM Fidelity Enhanced Small Cap ETF 1.5 28 7 2.8 +1.9
OPTZ Optimize Strategy Index ETF 1.4 50 -15 4.2 +3.3
IWN iShares Russell 2000 Value ETF 1.4 24 11 5.7 +4.8
FSGS First Trust SMID Growth Strength ETF 1.4 60 -25 4.4 +3.5
RNSC Furst Trust Small Cap US Equity Select ETF 1.4 60 -25 4.3 +3.3
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 -14 5.9 +5.0
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 15 6.0 +5.1
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.2 +3.3
SDY State Street SPDR S&P Dividend ETF 1.4 35 0 6.1 +5.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 26 5.5 +4.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 0 6.4 +5.5
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 18 6.1 +5.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.4 35 0 6.5 +5.6
VTWV Vanguard Russell 2000 Value ETF 1.4 10 25 5.8 +4.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 18 4.8 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 31 5.1 +4.2
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 26 5.6 +4.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 18 5.2 +4.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -35 1.7 +0.8
VXF Vanguard Extended Market ETF 1.3 5 30 3.9 +3.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 23 3.5 +2.5
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -15 4.7 +3.8
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 17 8.7 +7.8
VBR Vanguard Small Cap Value ETF 1.3 7 28 7.9 +7.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.3 70 -35 4.1 +3.2
SIZE iShares MSCI USA Size Factor ETF 1.3 15 20 5.6 +4.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -45 6.8 +5.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.3 15 20 4.8 +3.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 5 7.1 +6.2
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 5.9 +4.9
CGGO Capital Group Global Growth Equity ETF 1.2 47 -12 3.8 +2.9
ASCE Allspring SMID Core ETF 1.2 38 -3 7.8 +6.9
BUL Pacer US Cash Cows Growth ETF 1.2 60 -25 4.1 +3.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.2 15 20 8.7 +7.8
PSC Principal U.S. Small-Cap ETF 1.2 38 -3 5.9 +5.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 15 6.4 +5.5
SVAL iShares US Small Cap Value Factor ETF 1.2 20 15 7.9 +7.0
BLCV iShares Large Cap Value Active ETF 1.2 53 -18 6.6 +5.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 29 2.5 +1.6
STXK Strive Small-Cap ETF 1.2 18 17 5.3 +4.4
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 23 3.9 +3.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.2 15 20 5.3 +4.4
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 10 5.1 +4.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 10 5.1 +4.2
SCHA Schwab U.S. Small-Cap ETF 1.2 4 31 4.9 +4.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.2 20 15 5.8 +4.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.2 20 15 9.1 +8.2
WCEO Hypatia Women CEO ETF 1.1 85 -50 2.9 +2.0
JPSV JPMorgan Active Small Cap Value ETF 1.1 74 -39 7.7 +6.7
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 31 6.0 +5.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 25 8.6 +7.7
RPV Invesco S&P 500 Pure Value ETF 1.1 35 0 9.2 +8.3
WDIV SPDR S&P Global Dividend ETF 1.1 40 -5 8.4 +7.5
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -54 4.3 +3.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -20 9.3 +8.4
DON WisdomTree U.S. MidCap Dividend Fund 1.1 38 -3 8.2 +7.3
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 0 3.8 +2.8
NUSC Nuveen ESG Small-Cap ETF 1.1 31 4 4.6 +3.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.0 65 -30 7.3 +6.3
GPT Intelligent Alpha Atlas ETF 1.0 69 -34 4.9 +4.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 31 5.1 +4.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 8.5 +7.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -25 5.9 +5.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 28 5.0 +4.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 -4 4.3 +3.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 15 3.8 +2.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -50 2.9 +2.0
STXM Strive Mid-Cap ETF 1.0 18 17 5.5 +4.5
HYP Golden Eagle Dynamic Hypergrowth ETF 1.0 85 -50 -1.1 -2.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 15 7.3 +6.4
FFOX FundX Future Fund Opportunities ETF 1.0 100 -65 2.7 +1.8
VB Vanguard Small-Cap ETF 1.0 5 30 5.3 +4.4
AVMV Avantis U.S. Mid Cap Value ETF 1.0 20 15 7.7 +6.7
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -17 6.2 +5.3
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 -17 6.4 +5.5
BUZZ VanEck Social Sentiment ETF 0.9 75 -40 -0.8 -1.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -24 1.6 +0.7
PSET Principal Quality ETF 0.9 15 20 4.8 +3.9
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -7 5.5 +4.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 0 6.8 +5.9
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 12 5.3 +4.3
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 17 6.0 +5.1
WTV WisdomTree US Value Fund of Benef Interest 0.8 12 23 7.8 +6.9
PRAY FIS Christian Stock Fund 0.8 69 -34 4.4 +3.4
FBT First Trust NYSE Arca Biotechnology Index Fund 0.8 56 -21 1.9 +0.9
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -55 3.1 +2.2
BLCR iShares Large Cap Core Active ETF 0.8 36 -1 3.1 +2.2
NIXT Research Affiliates Deletions ETF 0.8 9 26 7.6 +6.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -12 8.2 +7.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 20 6.3 +5.4
FLDZ RiverNorth Patriot ETF 0.8 75 -40 5.7 +4.8
SFYX SoFi Next 500 ETF 0.8 0 35 5.0 +4.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 23 6.2 +5.3
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -40 4.4 +3.5
VIDI Vident International Equity Strategy ETF 0.7 61 -26 9.2 +8.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 28 6.3 +5.4
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -7 5.8 +4.9
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 10 8.7 +7.7
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 11 6.1 +5.2
IJH iShares Core S&P Mid-Cap ETF 0.7 5 30 6.3 +5.4
LQPE PEO AlphaQuest Thematic PE ETF 0.6 125 -90 6.5 +5.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.6 3 32 6.3 +5.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -35 9.4 +8.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -8 5.1 +4.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.6 9 26 4.2 +3.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 -4 8.3 +7.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 10 6.7 +5.8
MVPA Miller Value Partners Appreciation ETF 0.6 60 -25 7.9 +7.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 -5 4.1 +3.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 15 2.6 +1.7
VBK Vanguard Small-Cap Growth ETF 0.6 7 28 1.5 +0.6
IWS iShares Russell Mid-Cap Value ETF 0.6 23 12 6.3 +5.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 15 5.7 +4.8
SMMD iShares Russell 2500 ETF 0.6 15 20 5.8 +4.9
IMCG iShares Morningstar Mid-Cap Growth ETF 0.5 6 29 3.7 +2.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -25 4.2 +3.3
TMFC Motley Fool 100 Index ETF 0.5 50 -15 3.0 +2.1
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 -15 5.4 +4.4
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 31 5.6 +4.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 11 6.5 +5.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 29 7.3 +6.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 20 7.0 +6.1
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -45 10.3 +9.4
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -12 4.8 +3.9
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -30 7.1 +6.1
IWR iShares Russell Midcap ETF 0.5 19 16 5.5 +4.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 0 8.5 +7.6
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 0 2.6 +1.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 15 4.9 +3.9
ISMD Inspire Small/Mid Cap ETF 0.4 54 -19 4.7 +3.7
TMFX Motley Fool Next Index ETF 0.4 50 -15 2.7 +1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.4 52 -17 5.0 +4.1
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 4.7 +3.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -30 1.7 +0.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 0 8.8 +7.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 0 5.0 +4.1
FPX First Trust US Equity Opportunities ETF 0.3 61 -26 0.8 -0.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.2 +2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -23 5.1 +4.1
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 25 4.1 +3.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 -3 8.2 +7.3
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 6 6.7 +5.8
CATH Global X S&P 500 Catholic Values Custom ETF 0.3 29 6 4.1 +3.2
ALRG Allspring LT Large Core ETF 0.3 28 7 3.9 +3.0
BLES Inspire Global Hope ETF 0.3 61 -26 6.1 +5.2
PTL Inspire 500 ETF 0.2 9 26 4.7 +3.8
CHRI Global X S&P 500 Christian Values ETF 0.2 29 6 4.0 +3.1
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -65 4.0 +3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -30 1.8 +0.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 -3 8.8 +7.8
EQIN Columbia US Equity Income ETF 0.1 35 0 6.3 +5.4
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 12 2.7 +1.8
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 20 2.7 +1.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -10 7.5 +6.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 10 8.2 +7.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 -4 5.8 +4.9

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 State Street SPDR S&P Pharmaceuticals ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 4.5 %
Divided by: Fwd. P/BV 3.6 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 0.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 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.