State Street SPDR S&P Pharmaceuticals ETF
ALTAR
Score™		 1.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 31.7x P/Sales
ratio		 2.8x
P/BV
ratio		 3.4x Div.
yield		 1.4%


  • 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) $209
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 47
Wgt avg mkt cap (mns) $49,289
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
TARSUS PHARMACEUTICALS, INC. 3.5 %
ELI LILLY & CO 3.3 %
JAZZ PHARMACEUTICALS PLC 3.3 %
NUVATION BIO INC CLASS A 3.1 %
CRINETICS PHARMACEUTICALS INC 2.9 %
ELANCO ANIMAL HEALTH, INC. 2.9 %
AXSOME THERAPEUTICS, INC. 2.9 %
LIGAND PHARMACEUTICALS-CL B 2.8 %
MERCK & CO. INC. 2.8 %
AVADEL PHARMACEUTICALS 2.7 %
Total 30.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.8 %
IRELAND 4.7 %
SINGAPORE 1.3 %
CAYMAN ISLANDS 0.4 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
16.2% 9.0% 3.7% 1.8% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.86 33%
MSCI EAFE 0.57 19%
MSCI Emg. Mkts. 0.37 10%

Technical Indicators
Recent close $54.21
30d moving avg. $49.49
Annualized volatility 19.3%
Short interest (ETF) 15.0%
Short interest (Underlying) 5.8%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 46
Turnover 1.2%
Bid/Ask (% of price) 0.18%
ADV underlying (mns) $5,327

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 694 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™: 1.4%


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
(%)
PJP Invesco Pharmaceuticals ETF 47.8 57 -22 7.6 +6.2
IHE iShares U.S. Pharmaceuticals ETF 45.6 40 -5 6.5 +5.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 24.5 60 -25 8.0 +6.6
PPH VanEck Pharmaceutical ETF 18.0 36 -1 7.7 +6.3
FHLC Fidelity MSCI Health Care Index ETF 15.2 8 27 5.6 +4.2
VHT Vanguard Health Care ETF 14.9 9 26 5.3 +4.0
PSCH Invesco S&P SmallCap Health Care ETF 14.8 29 6 3.6 +2.2
IYH iShares U.S. Healthcare ETF 14.8 40 -5 6.1 +4.7
XLV The Health Care Select Sector SPDR Fund 14.1 8 27 6.8 +5.5
MEDX Horizon Kinetics Medical ETF 13.8 85 -50 1.2 -0.2
IXJ iShares Global Healthcare ETF 12.7 42 -7 6.5 +5.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 12.7 59 -24 6.5 +5.2
HRTS Tema Heart & Health ETF 11.9 75 -40 2.0 +0.6
CANC Tema Oncology ETF 11.8 75 -40 -2.4 -3.8
FXH First Trust Health Care AlphaDEX Fund 11.7 62 -27 7.6 +6.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 -5 7.6 +6.2
AGNG Global X Aging Population ETF 11.3 50 -15 4.4 +3.0
BBP Virtus LifeSci Biotech Products ETF 11.1 79 -44 -1.6 -2.9
LRND IQ U.S. Large Cap R&D Leaders ETF 10.9 14 21 5.1 +3.7
HART IQ Healthy Hearts ETF 10.8 45 -10 6.4 +5.0
SBIO ALPS Medical Breakthroughs ETF 10.6 50 -15 0.0 -1.4
JDOC JPMorgan Healthcare Leaders ETF 10.3 65 -30 3.7 +2.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 10.2 79 -44 0.0 -1.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.5 60 -25 -0.9 -2.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 9.4 49 -14 11.0 +9.6
PINK Simplify Health Care ETF 9.3 50 -15 0.7 -0.7
LFSC F/m Emerald Life Sciences Innovation ETF 9.1 79 -44 0.0 -1.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.0 29 6 6.9 +5.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.8 15 20 4.9 +3.5
FFTY Innovator IBD 50 ETF 8.6 80 -45 -2.6 -4.0
AVIE Avantis  Inflation Focused Equity ETF 8.6 25 10 7.1 +5.7
THNR Amplify Weight Loss Drug & Treatment ETF 8.5 59 -24 6.8 +5.4
GCOW Pacer Global Cash Cows Dividend ETF 8.4 60 -25 10.3 +8.9
DIVN Horizon Dividend Income ETF 8.4 70 -35 7.9 +6.5
OZEM Roundhill GLP-1 & Weight Loss ETF 8.2 59 -24 3.2 +1.9
RAFE PIMCO RAFI ESG U.S. ETF 8.1 29 6 6.9 +5.6
WDNA WisdomTree BioRevolution Fund 8.0 45 -10 -2.2 -3.6
DUHP Dimensional US High Profitability ETF 7.9 21 14 6.4 +5.0
ABLS Abacus FCF Small Cap Leaders ETF 7.9 59 -24 5.0 +3.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.8 30 5 10.4 +9.0
SPDV AAM S&P 500 High Dividend Value ETF 7.7 29 6 12.1 +10.7
DFNV Donoghue Forlines Innovation ETF 7.6 69 -34 4.6 +3.3
FDL First Trust Morningstar Dividend Leaders Index Fund 7.5 45 -10 10.8 +9.4
IBBQ Invesco Nasdaq Biotechnology ETF 7.4 19 16 0.3 -1.1
HKND Humankind US Stock ETF 7.3 11 24 7.2 +5.8
MVAL VanEck Morningstar Wide Moat Value ETF 7.2 49 -14 7.0 +5.6
DHS WisdomTree U.S. High Dividend Fund 7.2 38 -3 8.1 +6.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 7.1 59 -24 9.9 +8.5
QDIV Global X S&P 500 Quality Dividend ETF 7.1 20 15 9.0 +7.6
IBRN iShares Neuroscience and Healthcare ETF 7.1 47 -12 0.0 -1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.1 10 25 4.4 +3.0
FCPI Fidelity Stocks for Inflation ETF 7.1 15 20 7.8 +6.5
XT iShares Exponential Technologies ETF 7.0 46 -11 4.7 +3.3
VIG Vanguard Dividend Appreciation ETF 7.0 5 30 5.5 +4.2
PFM Invesco Dividend Achievers ETF 7.0 53 -18 5.3 +3.9
QUAL iShares MSCI USA Quality Factor ETF 6.9 15 20 5.5 +4.1
QLV FlexShares US Quality Low Volatility Index Fund 6.9 22 13 5.7 +4.3
USRD Themes US R&D Champions ETF 6.8 29 6 4.8 +3.4
DGRO iShares Core Dividend Growth ETF 6.7 8 27 6.6 +5.2
MDLV Morgan Dempsey Large Cap Value ETF 6.7 58 -23 7.3 +5.9
DSTL Distillate US Fundamental Stability & Value ETF 6.5 39 -4 8.6 +7.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.5 48 -13 6.2 +4.8
SQLV Royce Quant Small-Cap Quality Value ETF 6.4 60 -25 9.4 +8.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 6.4 10 25 4.3 +3.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 6.3 15 20 5.7 +4.3
SDOG ALPS Sector Dividend Dogs ETF 6.3 36 -1 9.7 +8.3
MOAT VanEck Morningstar Wide Moat ETF 6.3 46 -11 6.2 +4.9
QLTY GMO U.S. Quality ETF 6.3 50 -15 4.5 +3.1
VALQ American Century U.S. Quality Value ETF 6.2 29 6 7.9 +6.6
WRND IQ Global Equity R&D Leaders ETF 6.2 18 17 7.6 +6.2
COWZ Pacer US Cash Cows 100 ETF 6.2 49 -14 8.6 +7.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.1 15 20 6.5 +5.1
CSTK Invesco Comstock Contrarian Equity ETF 6.1 35 0 6.9 +5.5
NUDV Nuveen ESG Dividend ETF 6.1 26 9 7.6 +6.2
GDOC Goldman Sachs Future Health Care Equity ETF 6.1 75 -40 2.5 +1.1
BGIG Bahl & Gaynor Income Growth ETF 6.1 45 -10 5.1 +3.8
JSML Janus Henderson Small Cap Growth Alpha ETF 6.0 30 5 8.3 +6.9
MODL VictoryShares WestEnd U.S. Sector ETF 6.0 42 -7 4.6 +3.2
STXV Strive 1000 Value ETF 6.0 18 17 8.2 +6.8
TTAC FCF US Quality ETF 6.0 59 -24 6.0 +4.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 3 5.0 +3.7
ROSC Hartford Multifactor Small Cap ETF 5.9 34 1 9.0 +7.7
PEY Invesco High Yield Equity Dividend Achievers ETF 5.9 52 -17 10.3 +9.0
TOPT iShares Top 20 U.S. Stocks ETF 5.8 20 15 4.0 +2.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.8 29 6 6.5 +5.1
BDIV AAM Brentview Dividend Growth ETF 5.8 49 -14 4.6 +3.2
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -15 7.2 +5.8
VUSE Vident U.S. Equity Strategy ETF 5.8 50 -15 4.4 +3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.8 25 10 12.4 +11.0
SUSL iShares ESG MSCI USA Leaders ETF 5.8 10 25 4.9 +3.6
UDI USCF Dividend Income Fund 5.7 65 -30 8.2 +6.8
PBE Invesco Biotechnology & Genome ETF 5.7 58 -23 1.5 +0.2
DURA VanEck Durable High Dividend ETF 5.7 29 6 7.4 +6.0
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 -1 4.9 +3.5
HELX Franklin Genomic Advancements ETF 5.7 50 -15 -0.4 -1.8
HDV iShares Core High Dividend ETF 5.7 8 27 7.1 +5.7
GNOM Global X Genomics & Biotechnology ETF 5.6 50 -15 -2.7 -4.0
MGV Vanguard Mega Cap Value ETF 5.6 7 28 6.5 +5.1
QDEF FlexShares Quality Dividend Defensive Index Fund 5.6 37 -2 6.1 +4.8
SIXS ETC 6 Meridian Small Cap Equity ETF 5.5 89 -54 9.6 +8.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.5 7 28 7.6 +6.2
EDOW First Trust Dow 30 Equal Weight ETF 5.5 50 -15 5.4 +4.0
TBG TBG Dividend Focus ETF 5.5 59 -24 7.7 +6.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.5 7 28 11.0 +9.6
FDRR Fidelity Dividend ETF for Rising Rates 5.5 15 20 6.8 +5.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.4 19 16 5.5 +4.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.4 10 25 5.0 +3.6
AUSF Global X Adaptive U.S. Factor ETF 5.3 27 8 9.1 +7.7
DLN WisdomTree U.S. LargeCap Dividend Fund 5.3 28 7 6.0 +4.6
ITAN Sparkline Intangible Value ETF 5.3 50 -15 6.6 +5.2
GDIV Harbor Dividend Growth Leaders ETF 5.3 50 -15 5.2 +3.8
SYNB Putnam BioRevolution ETF 5.3 70 -35 2.5 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 10 6.2 +4.8
XMAG Defiance Large Cap ex-Mag 7 ETF 5.2 35 0 5.2 +3.8
ESGG FlexShares STOXX Global ESG Select Index Fund 5.2 42 -7 5.3 +3.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 0 6.2 +4.8
VFLO VictoryShares Free Cash Flow ETF 5.2 39 -4 10.2 +8.8
IOO iShares Global 100 ETF 5.1 41 -6 4.5 +3.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.1 60 -25 -0.9 -2.3
STXD Strive 1000 Dividend Growth ETF 5.1 35 0 5.0 +3.6
SCHD Schwab US Dividend Equity ETF 5.1 6 29 10.0 +8.7
DTD WisdomTree U.S. Total Dividend Fund 5.1 28 7 6.3 +4.9
SMRI Bushido Capital US Equity ETF 5.1 71 -36 10.0 +8.7
PAWZ ProShares Pet Care ETF 5.0 50 -15 3.7 +2.3
FLRG Fidelity U.S. Multifactor ETF 5.0 15 20 7.0 +5.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.0 45 -10 4.4 +3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 5.0 8 27 5.0 +3.6
USCF Themes US Cash Flow Champions ETF 5.0 29 6 9.0 +7.6
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 22 5.9 +4.5
FVAL Fidelity Value Factor ETF 4.9 15 20 6.8 +5.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.9 60 -25 7.5 +6.1
USMC Principal U.S. Mega-Cap ETF 4.9 12 23 4.4 +3.1
IWX iShares Russell Top 200 Value ETF 4.9 20 15 6.0 +4.7
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -20 4.7 +3.4
VYM Vanguard High Dividend Yield Index ETF 4.9 6 29 7.0 +5.6
DFLV Dimensional US Large Cap Value ETF 4.9 22 13 7.6 +6.3
HGRO Hedgeye Quality Growth ETF 4.8 70 -35 3.3 +1.9
ABOT Abacus FCF Innovation Leaders ETF 4.8 69 -34 5.2 +3.8
OEI Optimized Equity Income ETF 4.8 75 -40 0.0 -1.4
DVND Touchstone Dividend Select ETF 4.8 67 -32 5.6 +4.2
DIVG Invesco S&P 500 High Dividend Growers ETF 4.8 39 -4 8.5 +7.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.8 56 -21 6.3 +4.9
WBIY WBI Power Factor High Dividend ETF 4.7 100 -65 13.8 +12.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 4.7 20 15 5.2 +3.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.7 35 0 3.8 +2.4
FFND Future Fund Active ETF 4.7 100 -65 3.8 +2.4
QDF FlexShares Quality Dividend Index Fund 4.7 37 -2 6.3 +4.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.7 49 -14 6.1 +4.7
DFUV Dimensional US Marketwide Value ETF 4.7 22 13 7.5 +6.1
DFVX Dimensional US Large Cap Vector ETF 4.6 22 13 6.3 +4.9
LGCF Themes US Cash Flow Champions ETF 4.6 30 5 8.2 +6.8
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 20 5.8 +4.4
FYC First Trust Small Cap Growth AlphaDEX Fund 4.5 71 -36 -1.6 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 4.5 75 -40 3.6 +2.2
RJDI RJ Eagle GCM Dividend Select Income ETF 4.5 55 -20 5.4 +4.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.5 49 -14 4.4 +3.0
RFFC ALPS Active Equity Opportunity ETF 4.5 48 -13 4.4 +3.0
CVAR Cultivar ETF 4.5 87 -52 6.9 +5.6
JHDV John Hancock U.S. High Dividend ETF 4.5 34 1 6.8 +5.4
OEF iShares S&P 100 ETF 4.4 20 15 4.4 +3.1
PRXV Praxis Impact Large Cap Value ETF 4.4 36 -1 6.7 +5.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.4 7 28 5.1 +3.7
FMKT The Free Markets ETF 4.4 76 -41 3.6 +2.2
EPS WisdomTree U.S. LargeCap Fund 4.3 8 27 5.7 +4.3
MOO VanEck Agribusiness ETF 4.3 53 -18 10.7 +9.3
SFGV Sequoia Global Value ETF 4.3 23 12 8.3 +6.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.3 18 17 5.9 +4.5
QVAL Alpha Architect US Quantitative Value ETF 4.3 39 -4 9.5 +8.1
IWC iShares Micro-Cap ETF 4.2 60 -25 -1.6 -3.0
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 -10 3.3 +1.9
SPXT ProShares S&P 500 Ex-Technology ETF 4.2 9 26 5.5 +4.1
VTV Vanguard Value ETF 4.2 4 31 6.9 +5.5
DIVZ TrueShares Low Volatility Equity Income ETF 4.2 65 -30 6.5 +5.1
SFY SoFi Select 500 ETF 4.2 0 35 4.4 +3.1
INCE Franklin Income Equity Focus ETF 4.2 29 6 5.9 +4.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 10 7.8 +6.4
DIVB iShares Core Dividend ETF 4.2 5 30 8.3 +7.0
DSPY Tema S&P 500 Historical Weight ETF 4.2 18 17 5.2 +3.8
VLUE iShares MSCI USA Value Factor ETF 4.2 15 20 9.0 +7.6
MGC Vanguard Mega Cap ETF 4.1 7 28 4.6 +3.2
QGRO American Century U.S. Quality Growth ETF 4.1 29 6 3.8 +2.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 25 5.2 +3.8
TOPC iShares S&P 500 3% Capped ETF 4.1 15 20 5.1 +3.7
PWV Invesco Large Cap Value ETF 4.1 55 -20 7.5 +6.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.1 19 16 6.3 +4.9
QLC FlexShares US Quality Large Cap Index Fund 4.1 25 10 5.2 +3.9
SCHV Schwab U.S. Large-Cap Value ETF 4.1 4 31 6.8 +5.4
VOOV Vanguard S&P 500 Value ETF 4.0 7 28 6.3 +4.9
IVE iShares S&P 500 Value ETF 4.0 18 17 6.2 +4.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.0 60 -25 5.3 +3.9
RND First Trust Bloomberg R&D Leaders ETF 4.0 60 -25 3.4 +2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.0 95 -60 0.2 -1.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 4.0 4 31 6.3 +4.9
DIA SPDR Dow Jones Industrial Average ETF 4.0 16 19 5.5 +4.1
HLGE Hartford Longevity Economy ETF 4.0 44 -9 6.3 +4.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.0 12 23 4.7 +3.3
DGRW WisdomTree US Quality Dividend Growth Fund 4.0 28 7 5.6 +4.2
YOKE Yoke Core ETF 3.9 42 -7 5.1 +3.7
STOX Horizon Core Equity ETF 3.9 70 -35 4.1 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 3.9 75 -40 5.6 +4.2
SFTY Horizon Managed Risk ETF 3.9 77 -42 4.0 +2.6
EMOT First Trust S&P 500 Economic Moat ETF 3.9 60 -25 8.5 +7.1
IUSV iShares Core S&P US Value ETF 3.9 4 31 6.4 +5.1
HDUS Hartford Disciplined US Equity ETF 3.9 19 16 5.7 +4.4
IWL iShares Russell Top 200 ETF 3.9 15 20 4.5 +3.2
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 23 7.9 +6.5
FTCS First Trust Capital Strength ETF 3.9 55 -20 5.9 +4.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.9 49 -14 9.1 +7.7
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 25 5.6 +4.2
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 5 5.8 +4.5
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 23 6.0 +4.6
QQQS Invesco NASDAQ Future Gen 200 ETF 3.8 20 15 -4.5 -5.9
FELC Fidelity Enhanced Large Cap Core ETF 3.8 18 17 5.3 +3.9
NULG Nuveen ESG Large-Cap Growth ETF 3.8 26 9 3.4 +2.1
XLG Invesco S&P 500 Top 50 ETF 3.8 20 15 4.1 +2.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.8 80 -45 6.8 +5.4
LRGF iShares U.S. Equity Factor ETF 3.8 8 27 5.5 +4.1
WLDR Affinity World Leaders Equity ETF 3.8 67 -32 7.3 +5.9
DIVY Sound Equity Dividend Income ETF 3.8 45 -10 10.0 +8.6
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 17 6.7 +5.3
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 0 7.4 +6.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.7 18 17 6.5 +5.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.7 49 -14 5.0 +3.6
SPXM Azoria 500 Meritocracy ETF 3.7 47 -12 4.5 +3.2
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 10.7 +9.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 10 7.2 +5.9
ILCV iShares Morningstar Value ETF 3.6 4 31 6.3 +4.9
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -45 6.2 +4.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.6 35 0 7.4 +6.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.6 20 15 5.6 +4.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.6 50 -15 8.9 +7.5
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 -4 6.7 +5.4
INRO iShares U.S. Industry Rotation Active ETF 3.6 42 -7 4.4 +3.1
FDLO Fidelity Low Volatility Factor ETF 3.6 15 20 5.4 +4.0
RAUS RACWI US ETF 3.6 15 20 4.7 +3.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.6 60 -25 10.4 +9.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.5 25 10 5.2 +3.9
MGK Vanguard Mega Cap Growth ETF 3.5 7 28 4.3 +3.0
IWD iShares Russell 1000 Value ETF 3.5 19 16 6.4 +5.0
VONV Vanguard Russell 1000 Value ETF 3.5 7 28 6.6 +5.2
FLQL Franklin LibertyQ U.S. Equity ETF 3.5 15 20 5.4 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 -40 4.1 +2.7
IWY iShares Russell Top 200 Growth ETF 3.5 20 15 4.5 +3.1
LCF Touchstone US Large Cap Focused ETF 3.5 69 -34 4.2 +2.9
VV Vanguard Large-Cap ETF 3.5 4 31 4.8 +3.4
SFYF SoFi Social 50 ETF 3.5 29 6 1.0 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 17 4.7 +3.3
STRV Strive 500 ETF 3.4 5 30 4.8 +3.4
HLAL Wahed FTSE USA Shariah ETF 3.4 50 -15 4.6 +3.2
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 10 7.3 +6.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.4 20 15 4.7 +3.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.4 30 5 4.4 +3.1
GXLC Global X U.S. 500 ETF 3.4 2 33 4.9 +3.5
GINX SGI Enhanced Global Income ETF 3.4 98 -63 8.0 +6.6
JGRW Jensen Quality Growth ETF 3.4 57 -22 4.7 +3.3
VOO Vanguard S&P 500 ETF 3.4 3 32 4.9 +3.5
AFSM First Trust Active Factor Small Cap ETF 3.3 75 -40 7.4 +6.0
IVV iShares Core S&P 500 ETF 3.3 3 32 4.9 +3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 15 5.0 +3.7
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -26 5.8 +4.4
SPYM State Street SPDR Portfolio S&P 500 ETF 3.3 2 33 4.9 +3.5
SPY SPDR S&P 500 ETF 3.3 9 26 4.9 +3.5
DANA Dana Unconstrained Equity ETF 3.3 50 -15 3.2 +1.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.3 69 -34 -0.8 -2.1
GGRW Gabelli Growth Innovators ETF 3.3 90 -55 2.5 +1.1
MBCC Monarch Blue Chips Core ETF 3.3 125 -90 4.4 +3.0
SNPG Xtrackers S&P 500 Growth ESG ETF 3.3 15 20 4.6 +3.2
MEDI Harbor Health Care ETF 3.3 80 -45 -1.8 -3.1
IWFG IQ Winslow Focused Large Cap Growth ETF 3.3 65 -30 3.2 +1.8
BGRO iShares Large Cap Growth Active ETF 3.3 55 -20 2.9 +1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.3 65 -30 3.7 +2.3
RVER Trenchless Fund ETF 3.3 65 -30 3.0 +1.7
BGDV Bahl & Gaynor Dividend ETF 3.3 45 -10 4.7 +3.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.3 65 -30 4.7 +3.3
SEMG Suncoast Select Growth ETF 3.3 60 -25 4.4 +3.0
DUNK Dana Unconstrained Equity ETF 3.3 75 -40 2.6 +1.2
DEEP Roundhill Acquirers Deep Value ETF 3.3 80 -45 18.6 +17.2
OALC OneAscent Large Cap Core ETF 3.3 86 -51 4.1 +2.8
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 9 26 4.9 +3.5
YOLO AdvisorShares Pure Cannabis ETF 3.3 103 -68 -4.9 -6.3
TOKE Cambria Cannabis ETF 3.3 42 -7 2.3 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 3.3 18 17 5.3 +3.9
ECML Euclidean Fundamental Value ETF 3.3 95 -60 10.6 +9.2
SPHQ Invesco S&P 500 Quality ETF 3.3 15 20 5.6 +4.3
DSMC Distillate Small/Mid Cash Flow ETF 3.3 55 -20 12.8 +11.4
ILCB iShares Morningstar U.S. Equity ETF 3.3 3 32 4.9 +3.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.3 7 28 4.8 +3.4
APUE ActivePassive U.S. Equity ETF 3.3 45 -10 4.7 +3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 24 5.1 +3.7
SHRY First Trust Bloomberg Shareholder Yield ETF 3.2 60 -25 10.7 +9.3
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 -40 2.6 +1.2
VTI Vanguard Total Stock Market ETF 3.2 3 32 4.9 +3.5
IUS Invesco RAFI Strategic US ETF 3.2 19 16 6.8 +5.4
RVRB Reverb ETF 3.2 30 5 4.6 +3.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 30 8.1 +6.7
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 35 4.9 +3.5
ESGU iShares ESG Aware MSCI USA ETF 3.2 15 20 4.7 +3.3
DXUV Dimensional US Vector Equity ETF 3.2 28 7 6.1 +4.8
VONE Vanguard Russell 1000 ETF 3.2 7 28 4.9 +3.5
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -25 5.7 +4.3
BMED Future Health ETF 3.2 85 -50 0.2 -1.1
SCHX Schwab U.S. Large-Cap ETF 3.2 3 32 5.0 +3.6
DCOR Dimensional US Core Equity 1 ETF 3.2 14 21 5.4 +4.0
IWB iShares Russell 1000 ETF 3.2 15 20 4.9 +3.5
VSLU Applied Finance Valuation Large Cap ETF 3.2 49 -14 5.6 +4.3
AFOS ARS Focused Opportunities Strategy ETF 3.2 45 -10 3.1 +1.8
ROUS Hartford Multifactor US Equity ETF 3.2 19 16 7.0 +5.6
FDWM Fidelity Women's Leadership ETF 3.2 59 -24 4.8 +3.5
CALF Pacer US Small Cap Cash Cows 100 ETF 3.2 59 -24 10.5 +9.1
DEW WisdomTree Global High Dividend Fund 3.2 58 -23 8.3 +6.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.2 3 32 5.1 +3.7
VTHR Vanguard Russell 3000 ETF 3.2 7 28 4.9 +3.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.2 49 -14 6.1 +4.8
IYY iShares Dow Jones U.S. ETF 3.1 20 15 4.8 +3.4
IWV iShares Russell 3000 ETF 3.1 20 15 4.7 +3.4
SCHK Schwab 1000 Index ETF 3.1 5 30 5.0 +3.6
DFUS Dimensional U.S. Equity ETF 3.1 9 26 4.8 +3.4
DAK Dakota Active Equity ETF 3.1 43 -8 4.5 +3.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.1 3 32 4.9 +3.5
VOTE TCW Transform 500 ETF 3.1 5 30 4.9 +3.5
DGT State Street SPDR Global Dow ETF 3.1 50 -15 6.6 +5.2
DFAC Dimensional U.S. Core Equity 2 ETF 3.1 17 18 5.5 +4.2
SCHG Schwab U.S. Large-Cap Growth ETF 3.1 4 31 4.0 +2.6
DVY iShares Select Dividend ETF 3.1 38 -3 9.1 +7.7
SCHB Schwab U.S. Broad Market ETF 3.1 3 32 5.0 +3.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 33 4.9 +3.6
JGLO JPMorgan Global Select Equity ETF 3.1 33 2 5.0 +3.6
GURU Global X Guru Index ETF 3.1 75 -40 3.0 +1.7
VONG Vanguard Russell 1000 Growth ETF 3.1 7 28 4.4 +3.1
FELG Fidelity Enhanced Large Cap Growth ETF 3.1 18 17 4.8 +3.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 11 24 4.9 +3.5
VUG Vanguard Growth ETF 3.0 4 31 4.2 +2.8
IDNA iShares Genomics Immunology and Healthcare ETF 3.0 47 -12 -2.1 -3.5
DFAU Dimensional US Core Equity Market ETF 3.0 12 23 5.0 +3.7
KLMN Invesco MSCI North America Climate ETF 3.0 9 26 5.0 +3.6
IWF iShares Russell 1000 Growth ETF 3.0 19 16 4.3 +2.9
LOWV AB US Low Volatility Equity ETF 3.0 48 -13 5.3 +3.9
VFMF Vanguard U.S. Multifactor ETF 3.0 18 17 7.8 +6.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.0 39 -4 11.7 +10.3
FQAL Fidelity Quality Factor ETF 3.0 15 20 5.7 +4.3
PRXG Praxis Impact Large Cap Growth ETF 2.9 36 -1 3.8 +2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.9 40 -5 4.0 +2.6
GINN Goldman Sachs Innovate Equity ETF 2.9 52 -17 3.7 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.9 14 21 4.9 +3.5
ILCG iShares Morningstar Growth ETF 2.9 4 31 3.9 +2.5
EGUS iShares ESG Aware MSCI USA Growth ETF 2.9 18 17 4.0 +2.7
JEPI JPMorgan Equity Premium Income ETF 2.9 35 0 5.7 +4.3
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 23 6.5 +5.2
KRMA Global X Conscious Companies ETF 2.9 43 -8 6.0 +4.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.9 12 23 6.0 +4.6
QGRW WisdomTree U.S. Quality Growth Fund 2.9 28 7 4.2 +2.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 9 26 4.8 +3.4
PBUS Invesco MSCI USA ETF 2.9 4 31 4.9 +3.5
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 26 4.8 +3.4
SWP SWP Growth & Income ETF 2.9 99 -64 4.1 +2.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.9 59 -24 4.3 +2.9
ACWV iShares MSCI Global Min Vol Factor ETF 2.8 20 15 5.9 +4.5
DFSV Dimensional US Small Cap Value ETF 2.8 31 4 10.3 +8.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 23 5.2 +3.8
EBI Longview Advantage ETF 2.8 35 0 6.7 +5.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -14 4.8 +3.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 5 4.7 +3.3
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 20 6.9 +5.5
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.8 +6.4
QUVU Hartford Quality Value ETF 2.8 46 -11 7.5 +6.1
ABLG Abacus FCF International Leaders ETF 2.8 59 -24 6.6 +5.2
VOOG Vanguard S&P 500 Growth ETF 2.8 7 28 4.1 +2.7
AVSU Avantis Responsible U.S. Equity ETF 2.8 15 20 5.9 +4.5
RECS Columbia Research Enhanced Core ETF 2.8 15 20 5.8 +4.4
ADME Aptus Drawdown Managed Equity ETF 2.8 79 -44 4.0 +2.7
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 25 5.0 +3.6
FTGS First Trust Growth Strength ETF 2.8 60 -25 4.7 +3.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 10 5.5 +4.1
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 9 6.3 +5.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 17 5.5 +4.1
NULC Nuveen ESG Large-Cap ETF 2.8 21 14 4.7 +3.3
IVW iShares S&P 500 Growth ETF 2.8 18 17 4.0 +2.6
TINT ProShares Smart Materials ETF 2.8 58 -23 5.9 +4.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.8 4 31 4.2 +2.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.7 60 -25 4.1 +2.8
DIVS SmartETFs Dividend Builder ETF 2.7 65 -30 5.0 +3.6
FLV American Century Focused Large Cap Value ETF 2.7 42 -7 6.8 +5.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 8 7.2 +5.8
LVOL American Century Low Volatility ETF 2.7 29 6 5.1 +3.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.7 15 20 8.2 +6.8
KONG Formidable Fortress ETF 2.7 89 -54 6.3 +4.9
AGQI First Trust Active Global Quality Income ETF 2.7 85 -50 4.5 +3.2
DIVL Madison Dividend Value ETF 2.7 65 -30 6.0 +4.6
JGRO JPMorgan Active Growth ETF 2.7 44 -9 3.6 +2.2
ABFL Abacus FCF Leaders ETF 2.7 59 -24 5.1 +3.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 23 7.4 +6.0
CGDG Capital Group Dividend Growers ETF 2.7 47 -12 6.0 +4.6
XVV iShares ESG Screened S&P 500 ETF 2.7 8 27 4.8 +3.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 5 7.0 +5.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 6 8.3 +6.9
FFLC Fidelity Fundamental Large Cap Core ETF 2.7 38 -3 4.5 +3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 26 5.3 +3.9
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -24 8.9 +7.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.7 20 15 5.5 +4.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 20 5.5 +4.2
IUSG iShares Core S&P U.S. Growth ETF 2.6 4 31 4.2 +2.8
GSPY Gotham Enhanced 500 ETF 2.6 50 -15 5.1 +3.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 20 4.8 +3.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 25 5.6 +4.2
FFOG Franklin Focused Growth ETF 2.6 61 -26 2.6 +1.2
CGGO Capital Group Global Growth Equity ETF 2.6 47 -12 4.2 +2.9
LST Leuthold Select Industries ETF 2.6 91 -56 5.4 +4.0
ROE Astoria US Quality Kings ETF 2.6 49 -14 7.0 +5.6
FBT First Trust NYSE Arca Biotechnology Index Fund 2.6 56 -21 2.8 +1.4
TOK iShares MSCI Kokusai ETF 2.5 26 9 5.0 +3.6
LEAD Siren DIVCON Leaders Dividend ETF 2.5 43 -8 4.4 +3.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 20 4.6 +3.2
IWO iShares Russell 2000 Growth ETF 2.5 24 11 0.8 -0.6
JHML John Hancock Multifactor Large Cap ETF 2.5 29 6 5.3 +4.0
FDMO Fidelity Momentum Factor ETF 2.5 15 20 3.7 +2.3
AVSC Avantis U.S Small Cap Equity ETF 2.5 25 10 5.2 +3.9
EES WisdomTree U.S. SmallCap Fund 2.5 38 -3 8.7 +7.3
VTWG Vanguard Russell 2000 Growth ETF 2.5 10 25 1.0 -0.4
AVUS Avantis U.S. Equity ETF 2.5 15 20 5.7 +4.3
JAVA JPMorgan Active Value ETF 2.5 44 -9 6.4 +5.0
FMED Fidelity Disruptive Medicine ETF 2.5 50 -15 -0.6 -2.0
FDLS Inspire Fidelis Multi Factor ETF 2.4 76 -41 4.6 +3.2
XSMO Invesco S&P SmallCap Momentum ETF 2.4 39 -4 4.5 +3.1
ACVF American Conservative Values ETF 2.4 75 -40 4.3 +3.0
DUSA Davis Select U.S. Equity ETF 2.4 61 -26 7.4 +6.0
SUSA iShares MSCI USA ESG Select ETF 2.4 25 10 4.7 +3.3
GLOF iShares Global Equity Factor ETF 2.4 20 15 6.7 +5.3
BFOR ALPS Barron's 400 ETF 2.4 65 -30 6.0 +4.6
RFV Invesco S&P Midcap 400 Pure Value ETF 2.4 35 0 13.1 +11.7
URTH iShares MSCI World ETF 2.4 24 11 5.0 +3.6
AVUQ Avantis U.S. Quality ETF 2.4 15 20 4.5 +3.1
PEXL Pacer US Export Leaders ETF 2.3 60 -25 4.7 +3.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.3 12 23 7.4 +6.0
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 26 5.1 +3.7
WCEO Hypatia Women CEO ETF 2.3 85 -50 3.1 +1.7
STXG Strive 1000 Growth ETF 2.3 18 17 3.9 +2.5
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 -24 4.2 +2.8
FTDS First Trust Dividend Strength ETF 2.3 70 -35 8.6 +7.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.2 48 -13 9.1 +7.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 23 7.5 +6.2
IBB iShares Biotechnology ETF 2.2 45 -10 -0.1 -1.4
CHGX AXS Change Finance ESG ETF 2.2 49 -14 5.3 +3.9
PSC Principal U.S. Small-Cap ETF 2.2 38 -3 6.9 +5.5
CZAR Themes Natural Monopoly ETF 2.2 35 0 5.6 +4.2
ISCV iShares Morningstar Small Cap Value ETF 2.2 6 29 9.3 +7.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.2 55 -20 4.2 +2.8
DWLD Davis Select Worldwide ETF 2.2 63 -28 7.2 +5.9
ASLV Allspring Special Large Value ETF 2.2 35 0 6.6 +5.2
FBCG Fidelity Blue Chip Growth ETF 2.2 59 -24 3.0 +1.6
FVD First Trust Value Line Dividend Index Fund 2.1 65 -30 6.2 +4.9
ACWI iShares MSCI ACWI ETF 2.1 32 3 5.4 +4.0
DIV Global X SuperDividend US ETF 2.1 45 -10 10.6 +9.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 10 5.9 +4.5
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 25 5.6 +4.3
USMF WisdomTree U.S. Multifactor Fund 2.1 28 7 7.3 +6.0
DFAT Dimensional U.S. Targeted Value ETF 2.1 28 7 10.0 +8.6
ICAP InfraCap Equity Income Fund ETF 2.1 171 -136 4.7 +3.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.1 20 15 6.1 +4.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 9.8 +8.4
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 22 6.2 +4.8
IJR iShares Core S&P Small Cap ETF 2.0 6 29 7.6 +6.3
MBOX Freedom Day Dividend ETF 2.0 39 -4 7.8 +6.4
RWL Invesco S&P 500 Revenue ETF 2.0 39 -4 6.8 +5.4
VT Vanguard Total World Stock ETF 2.0 6 29 5.7 +4.4
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -71 11.9 +10.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.0 67 -32 10.0 +8.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -17 8.9 +7.5
RSSL Global X Russell 2000 ETF 2.0 8 27 4.1 +2.7
TAX Cambria Tax Aware ETF 1.9 49 -14 6.1 +4.7
CGDV Capital Group Dividend Value ETF 1.9 33 2 4.6 +3.2
VNSE Natixis Vaughan Nelson Select ETF 1.9 80 -45 4.7 +3.3
BEEZ Honeytree U.S. Equity ETF 1.9 64 -29 4.0 +2.6
KAT Scharf ETF 1.9 87 -52 6.0 +4.6
GKAT Scharf Global Opportunity ETF 1.9 57 -22 6.1 +4.7
CGUS Capital Group Core Equity ETF 1.9 33 2 4.4 +3.0
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 0 4.8 +3.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 26 5.6 +4.2
HAPS Harbor Human Capital Factor US Small Cap ETF 1.9 60 -25 3.8 +2.5
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -13 4.5 +3.1
BOUT Innovator IBD Breakout Opportunities ETF 1.9 81 -46 0.8 -0.6
IWM iShares Russell 2000 ETF 1.9 19 16 4.2 +2.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 20 7.7 +6.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.9 49 -14 7.0 +5.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.9 12 23 8.1 +6.8
VTWO Vanguard Russell 2000 ETF 1.9 7 28 4.3 +2.9
SYLD Cambria Shareholder Yield ETF 1.9 59 -24 12.6 +11.2
GVLU Gotham 1000 Value ETF 1.9 50 -15 8.9 +7.5
ANEW ProShares MSCI Transformational Changes ETF 1.9 45 -10 5.2 +3.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 32 7.7 +6.3
LYLD Cambria Large Cap Shareholder Yield ETF 1.9 59 -24 9.8 +8.4
CSMD Congress SMid Growth ETF 1.9 69 -34 3.8 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 28 7.6 +6.2
SSPY Syntax Stratified LargeCap ETF 1.9 30 5 6.8 +5.4
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 -5 5.9 +4.5
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 22 3.1 +1.7
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 10 8.9 +7.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -30 6.4 +5.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -38 11.8 +10.4
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 20 6.9 +5.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 6 7.4 +6.0
LOGO Alpha Brands Consumption Leaders ETF 1.8 69 -34 3.2 +1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 26 4.0 +2.6
RCGE RockCreek Global Equality ETF 1.7 95 -60 6.7 +5.3
DFAS Dimensional U.S. Small Cap ETF 1.7 26 9 6.6 +5.3
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 17 8.7 +7.3
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 0 6.9 +5.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 17 7.8 +6.4
ISCB iShares Morningstar Small-Cap ETF 1.6 4 31 6.2 +4.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 6.0 +4.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -35 2.2 +0.8
FBCV Fidelity Blue Chip Value ETF 1.6 59 -24 7.3 +6.0
PCGG Polen Capital Global Growth ETF 1.6 85 -50 4.1 +2.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.6 15 20 8.7 +7.3
FESM Fidelity Enhanced Small Cap ETF 1.6 28 7 6.8 +5.4
JPEF JPMorgan Equity Focus ETF 1.6 50 -15 4.4 +3.0
DIVE Dana Concentrated Dividend ETF 1.6 65 -30 8.2 +6.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.6 10 25 8.8 +7.4
RGEF Rockefeller Global Equity ETF 1.6 55 -20 4.6 +3.2
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 23 4.6 +3.2
GQI Natixis Gateway Quality Income ETF 1.6 34 1 5.0 +3.6
AGRW Allspring LT Large Growth ETF 1.6 35 0 3.6 +2.2
RNIN Bushido Capital US SMID Cap Equity ETF 1.6 70 -35 12.7 +11.3
CGV Conductor Global Equity Value ETF 1.6 130 -95 7.9 +6.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -24 5.9 +4.5
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 -14 6.8 +5.4
GEW Cambria Global EW ETF 1.5 29 6 0.0 -1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 0 6.2 +4.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 6 4.7 +3.3
ULVM VictoryShares US Value Momentum ETF 1.5 20 15 7.3 +5.9
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -54 5.1 +3.7
OPTZ Optimize Strategy Index ETF 1.5 50 -15 4.7 +3.4
AFLG First Trust Active Factor Large Cap ETF 1.5 55 -20 6.4 +5.0
BKWO BNY Mellon Women's Opportunities ETF 1.5 50 -15 3.7 +2.4
MAGA Point Bridge America First ETF 1.5 72 -37 6.4 +5.0
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.7 +7.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 -3 7.7 +6.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 0 7.8 +6.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 -4 4.3 +2.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.5 55 -20 4.2 +2.9
FDVV Fidelity High Dividend ETF 1.5 15 20 7.6 +6.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 20 4.8 +3.5
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -15 5.8 +4.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -35 5.0 +3.6
CGGR Capital Group Growth ETF 1.5 39 -4 3.4 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 26 6.3 +5.0
SDY State Street SPDR S&P Dividend ETF 1.4 35 0 6.8 +5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -29 1.2 -0.2
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 15 6.8 +5.4
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -50 4.1 +2.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.4 12 23 4.0 +2.6
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -15 5.5 +4.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 0 7.0 +5.6
FSGS First Trust SMID Growth Strength ETF 1.4 60 -25 5.2 +3.8
SIZE iShares MSCI USA Size Factor ETF 1.4 15 20 6.1 +4.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.4 40 -5 7.5 +6.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.4 60 -25 6.5 +5.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 20 4.2 +2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 26 6.3 +4.9
AIEQ AI Powered Equity ETF 1.3 75 -40 4.9 +3.6
VXF Vanguard Extended Market ETF 1.3 5 30 4.8 +3.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 11 8.2 +6.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 18 5.9 +4.5
VBR Vanguard Small Cap Value ETF 1.3 7 28 9.1 +7.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 31 5.8 +4.4
DSI iShares MSCI KLD 400 Social ETF 1.3 25 10 4.9 +3.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 0 7.6 +6.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -45 4.5 +3.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -45 8.1 +6.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.3 55 -20 10.2 +8.8
SCHA Schwab U.S. Small-Cap ETF 1.3 4 31 6.2 +4.9
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 31 7.1 +5.7
IWN iShares Russell 2000 Value ETF 1.3 24 11 7.6 +6.3
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.5 -2.9
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 -17 7.1 +5.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 20 9.0 +7.7
VTWV Vanguard Russell 2000 Value ETF 1.2 10 25 7.7 +6.4
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 17 9.8 +8.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 5 8.2 +6.8
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 15 9.0 +7.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 6.9 +5.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.2 50 -15 4.4 +3.1
SVAL iShares US Small Cap Value Factor ETF 1.2 20 15 8.9 +7.5
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 20 7.8 +6.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 15 7.2 +5.8
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -7 6.7 +5.3
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 10 5.5 +4.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 10 5.5 +4.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -25 7.0 +5.6
STXM Strive Mid-Cap ETF 1.2 18 17 6.5 +5.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.1 70 -35 4.9 +3.6
STXK Strive Small-Cap ETF 1.1 18 17 6.0 +4.7
WDIV SPDR S&P Global Dividend ETF 1.1 40 -5 8.9 +7.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.1 15 20 9.8 +8.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 25 9.8 +8.4
RPV Invesco S&P 500 Pure Value ETF 1.1 35 0 10.3 +8.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 15 10.3 +8.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.1 65 -30 8.2 +6.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 -33 2.1 +0.7
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 29 3.0 +1.6
BUZZ VanEck Social Sentiment ETF 1.1 75 -40 -1.0 -2.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.1 85 -50 3.8 +2.4
PSET Principal Quality ETF 1.0 15 20 5.4 +4.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 9.9 +8.5
VB Vanguard Small-Cap ETF 1.0 5 30 6.2 +4.8
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -25 5.3 +3.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 -4 5.8 +4.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 15 8.2 +6.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 15 4.6 +3.2
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -30 8.3 +6.9
HYP Golden Eagle Dynamic Hypergrowth ETF 1.0 85 -50 -1.7 -3.0
BLCV iShares Large Cap Value Active ETF 1.0 53 -18 7.5 +6.1
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 18 6.9 +5.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 9.4 +8.0
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 0 4.7 +3.3
SFYX SoFi Next 500 ETF 1.0 0 35 6.0 +4.6
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 10 9.9 +8.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 15 6.8 +5.5
PY Principal Value ETF 0.9 15 20 7.3 +6.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 10 8.8 +7.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 -30 2.4 +1.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 10.9 +9.5
VIDI Vident International Equity Strategy ETF 0.8 61 -26 10.5 +9.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 28 5.8 +4.4
BLCR iShares Large Cap Core Active ETF 0.8 36 -1 3.5 +2.2
PRAY FIS Christian Stock Fund 0.8 69 -34 5.1 +3.8
NUSC Nuveen ESG Small-Cap ETF 0.8 31 4 5.2 +3.8
IJH iShares Core S&P Mid-Cap ETF 0.8 5 30 7.3 +5.9
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 11 7.1 +5.7
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -55 4.2 +2.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 -5 4.7 +3.4
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -3 9.2 +7.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 20 7.4 +6.0
SPIT F/m Emerald Special Situations ETF 0.8 105 -70 -1.0 -2.4
FLDZ RiverNorth Patriot ETF 0.8 75 -40 6.4 +5.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 26 4.9 +3.5
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 5.0 +3.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 32 7.3 +5.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 28 7.3 +6.0
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 0 6.1 +4.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 -5 6.0 +4.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -40 4.9 +3.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 17 6.9 +5.5
WTV WisdomTree US Value Fund of Benef Interest 0.7 12 23 9.0 +7.6
NIXT Research Affiliates Deletions ETF 0.7 9 26 8.3 +6.9
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -39 8.5 +7.1
SMMD iShares Russell 2500 ETF 0.7 15 20 6.9 +5.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 0 5.8 +4.4
VBK Vanguard Small-Cap Growth ETF 0.7 7 28 1.8 +0.4
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -90 6.8 +5.4
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -7 6.3 +4.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 15 2.9 +1.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -8 6.1 +4.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 -4 9.8 +8.4
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -15 6.4 +5.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 12 7.2 +5.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 11 7.6 +6.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 15 6.6 +5.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -25 6.7 +5.3
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -12 5.6 +4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -12 9.1 +7.8
MVPA Miller Value Partners Appreciation ETF 0.5 60 -25 9.0 +7.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 6.2 +4.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 31 6.0 +4.7
IWR iShares Russell Midcap ETF 0.5 19 16 6.3 +4.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -30 2.0 +0.6
ISMD Inspire Small/Mid Cap ETF 0.5 54 -19 5.5 +4.2
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 12 5.9 +4.6
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.5 +4.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 20 8.0 +6.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 15 5.7 +4.3
COPY Tweedy, Browne Insider + Value ETF 0.4 80 -45 11.8 +10.5
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 0 3.5 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 23 7.2 +5.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 20 6.1 +4.7
TMFC Motley Fool 100 Index ETF 0.4 50 -15 3.4 +2.1
TMFX Motley Fool Next Index ETF 0.4 50 -15 3.3 +1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 0 10.0 +8.6
BLES Inspire Global Hope ETF 0.3 61 -26 6.9 +5.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 0 9.3 +8.0
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 25 4.8 +3.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.8 +2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -17 5.7 +4.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -23 5.7 +4.3
PTL Inspire 500 ETF 0.3 9 26 5.4 +4.0
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 6 7.8 +6.4
CATH Global X S&P 500 Catholic Values Custom ETF 0.3 29 6 4.7 +3.3
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 12 3.4 +2.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 29 8.2 +6.8
CHRI Global X S&P 500 Christian Values ETF 0.2 29 6 4.6 +3.2
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 31 6.3 +4.9
FPX First Trust US Equity Opportunities ETF 0.1 61 -26 1.1 -0.3
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 20 3.8 +2.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -10 8.4 +7.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 10 9.0 +7.7

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 5.4 %
Divided by: Fwd. P/BV 3.1 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 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.