State Street SPDR S&P Pharmaceuticals ETF
ALTAR
Score™		 1.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 32.2x P/Sales
ratio		 2.9x
P/BV
ratio		 3.5x 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) $219
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) $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
TERNS PHARMACEUTICALS, INC. 3.8 %
NUVATION BIO INC CLASS A 3.4 %
TARSUS PHARMACEUTICALS, INC. 3.3 %
CRINETICS PHARMACEUTICALS INC 3.2 %
ELI LILLY & CO 3.0 %
JAZZ PHARMACEUTICALS PLC 2.9 %
WAVE LIFE SCIENCES LTD. 2.8 %
CORCEPT THERAPEUTICS INC 2.7 %
LIQUIDIA TECHNOLOGIES, INC. 2.7 %
HARMONY BIOSCIENCES HOLDINGS, INC. 2.7 %
Total 30.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.1 %
IRELAND 4.2 %
SINGAPORE 2.8 %
CAYMAN ISLANDS 0.4 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
28.2% 19.7% 4.0% 1.7% 8.5%

Market Correlations
versus... Beta R-squared
S&P500 0.73 41%
MSCI EAFE 0.82 37%
MSCI Emg. Mkts. 0.64 26%

Technical Indicators
Recent close $55.35
30d moving avg. $52.44
Annualized volatility 19.3%
Short interest (ETF) 14.0%
Short interest (Underlying) 5.8%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 57
Turnover 1.4%
Bid/Ask (% of price) 0.17%
ADV underlying (mns) $5,327

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 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™: 1.1%


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 46.8 57 -22 7.8 +6.7
IHE iShares U.S. Pharmaceuticals ETF 44.9 40 -5 6.7 +5.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 23.6 60 -25 8.3 +7.2
PPH VanEck Pharmaceutical ETF 17.3 36 -1 7.9 +6.9
PSCH Invesco S&P SmallCap Health Care ETF 14.9 29 6 3.6 +2.6
FHLC Fidelity MSCI Health Care Index ETF 14.6 8 27 5.8 +4.8
VHT Vanguard Health Care ETF 14.6 9 26 5.6 +4.5
IYH iShares U.S. Healthcare ETF 14.4 40 -5 6.4 +5.3
CANC Tema Oncology ETF 13.9 75 -40 -2.4 -3.5
XLV The Health Care Select Sector SPDR Fund 13.7 8 27 7.1 +6.0
MEDX Horizon Kinetics Medical ETF 13.2 85 -50 1.4 +0.3
BBC Virtus LifeSci Biotech Clinical Trials ETF 12.9 79 -44 0.0 -1.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 12.8 59 -24 6.4 +5.4
IXJ iShares Global Healthcare ETF 12.3 42 -7 6.7 +5.7
HRTS Tema Heart & Health ETF 12.0 75 -40 2.3 +1.2
FXH First Trust Health Care AlphaDEX Fund 12.0 62 -27 8.1 +7.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 11.6 40 -5 7.5 +6.4
SBIO ALPS Medical Breakthroughs ETF 11.2 50 -15 0.0 -1.1
BBP Virtus LifeSci Biotech Products ETF 11.0 79 -44 -1.9 -2.9
AGNG Global X Aging Population ETF 11.0 50 -15 4.6 +3.5
LRND IQ U.S. Large Cap R&D Leaders ETF 10.6 14 21 5.1 +4.0
LFSC F/m Emerald Life Sciences Innovation ETF 10.6 79 -44 0.0 -1.1
HART IQ Healthy Hearts ETF 10.4 45 -10 6.1 +5.0
JDOC JPMorgan Healthcare Leaders ETF 9.7 65 -30 3.9 +2.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.5 60 -25 -1.0 -2.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 9.1 49 -14 11.4 +10.3
PINK Simplify Health Care ETF 8.9 50 -15 0.8 -0.2
GCOW Pacer Global Cash Cows Dividend ETF 8.7 60 -25 10.4 +9.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 8.5 29 6 7.0 +5.9
DIVN Horizon Dividend Income ETF 8.3 70 -35 7.7 +6.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 8.3 15 20 5.0 +4.0
AVIE Avantis  Inflation Focused Equity ETF 8.2 25 10 7.2 +6.1
SPDV AAM S&P 500 High Dividend Value ETF 8.1 29 6 11.9 +10.8
RAFE PIMCO RAFI ESG U.S. ETF 8.0 29 6 6.9 +5.8
WDNA WisdomTree BioRevolution Fund 8.0 45 -10 -1.9 -3.0
THNR Amplify Weight Loss Drug & Treatment ETF 7.9 59 -24 7.2 +6.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.7 30 5 10.3 +9.3
DFNV Donoghue Forlines Innovation ETF 7.5 69 -34 4.6 +3.5
FDL First Trust Morningstar Dividend Leaders Index Fund 7.4 45 -10 10.7 +9.6
IBBQ Invesco Nasdaq Biotechnology ETF 7.4 19 16 0.1 -1.0
DUHP Dimensional US High Profitability ETF 7.4 21 14 6.4 +5.3
QDIV Global X S&P 500 Quality Dividend ETF 7.4 20 15 9.0 +7.9
HKND Humankind US Stock ETF 7.3 11 24 7.1 +6.0
MVAL VanEck Morningstar Wide Moat Value ETF 7.2 49 -14 7.0 +5.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 7.2 59 -24 10.0 +8.9
DHS WisdomTree U.S. High Dividend Fund 7.1 38 -3 8.1 +7.0
FCPI Fidelity Stocks for Inflation ETF 7.1 15 20 8.1 +7.0
PFM Invesco Dividend Achievers ETF 6.9 53 -18 5.4 +4.3
QLV FlexShares US Quality Low Volatility Index Fund 6.8 22 13 5.8 +4.7
IBRN iShares Neuroscience and Healthcare ETF 6.7 47 -12 0.0 -1.1
XT iShares Exponential Technologies ETF 6.7 46 -11 5.0 +3.9
VIG Vanguard Dividend Appreciation ETF 6.7 5 30 5.6 +4.6
MDLV Morgan Dempsey Large Cap Value ETF 6.7 58 -23 7.1 +6.1
SDOG ALPS Sector Dividend Dogs ETF 6.6 36 -1 9.5 +8.4
DGRO iShares Core Dividend Growth ETF 6.5 8 27 6.6 +5.5
GNOM Global X Genomics & Biotechnology ETF 6.5 50 -15 -3.2 -4.3
USRD Themes US R&D Champions ETF 6.5 29 6 4.8 +3.8
SQLV Royce Quant Small-Cap Quality Value ETF 6.4 60 -25 9.3 +8.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.4 48 -13 6.2 +5.1
MOAT VanEck Morningstar Wide Moat ETF 6.3 46 -11 6.2 +5.1
COWZ Pacer US Cash Cows 100 ETF 6.2 49 -14 8.4 +7.4
DSTL Distillate US Fundamental Stability & Value ETF 6.2 39 -4 8.6 +7.5
QLTY GMO U.S. Quality ETF 6.2 50 -15 4.7 +3.6
WRND IQ Global Equity R&D Leaders ETF 6.2 18 17 7.8 +6.8
VALQ American Century U.S. Quality Value ETF 6.1 29 6 8.0 +6.9
QUAL iShares MSCI USA Quality Factor ETF 6.1 15 20 5.3 +4.2
NUDV Nuveen ESG Dividend ETF 6.1 26 9 7.6 +6.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.0 15 20 6.6 +5.5
JSML Janus Henderson Small Cap Growth Alpha ETF 6.0 30 5 8.3 +7.2
STXV Strive 1000 Value ETF 6.0 18 17 8.2 +7.1
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 -4 10.1 +9.0
MODL VictoryShares WestEnd U.S. Sector ETF 6.0 42 -7 4.7 +3.6
CSTK Invesco Comstock Contrarian Equity ETF 6.0 35 0 6.8 +5.7
TTAC FCF US Quality ETF 6.0 59 -24 6.2 +5.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 3 5.0 +3.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.9 15 20 5.8 +4.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.9 25 10 12.0 +10.9
ROSC Hartford Multifactor Small Cap ETF 5.9 34 1 8.8 +7.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.8 29 6 6.5 +5.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.8 7 28 10.9 +9.8
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -15 7.1 +6.1
PEY Invesco High Yield Equity Dividend Achievers ETF 5.7 52 -17 9.7 +8.6
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 -1 5.0 +3.9
HELX Franklin Genomic Advancements ETF 5.7 50 -15 -0.4 -1.4
SUSL iShares ESG MSCI USA Leaders ETF 5.7 10 25 5.0 +4.0
UDI USCF Dividend Income Fund 5.6 65 -30 8.0 +6.9
PBE Invesco Biotechnology & Genome ETF 5.6 58 -23 2.2 +1.1
BGIG Bahl & Gaynor Income Growth ETF 5.6 45 -10 5.2 +4.2
GDOC Goldman Sachs Future Health Care Equity ETF 5.6 75 -40 2.7 +1.6
VUSE Vident U.S. Equity Strategy ETF 5.6 50 -15 4.4 +3.3
BDIV AAM Brentview Dividend Growth ETF 5.6 49 -14 4.4 +3.3
TOPT iShares Top 20 U.S. Stocks ETF 5.5 20 15 4.0 +3.0
MGV Vanguard Mega Cap Value ETF 5.5 7 28 6.5 +5.4
FDRR Fidelity Dividend ETF for Rising Rates 5.5 15 20 6.9 +5.8
DURA VanEck Durable High Dividend ETF 5.5 29 6 7.4 +6.3
QDEF FlexShares Quality Dividend Defensive Index Fund 5.5 37 -2 6.3 +5.2
HDV iShares Core High Dividend ETF 5.4 8 27 7.2 +6.1
AUSF Global X Adaptive U.S. Factor ETF 5.4 27 8 8.8 +7.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.4 10 25 5.1 +4.0
SIXS ETC 6 Meridian Small Cap Equity ETF 5.3 89 -54 9.5 +8.4
OZEM Roundhill GLP-1 & Weight Loss ETF 5.3 59 -24 5.3 +4.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.3 7 28 7.6 +6.5
EDOW First Trust Dow 30 Equal Weight ETF 5.3 50 -15 5.4 +4.3
TBG TBG Dividend Focus ETF 5.3 59 -24 7.9 +6.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.3 19 16 5.6 +4.5
EQWL Invesco S&P 100 Equal Weight ETF 5.2 25 10 6.2 +5.1
DLN WisdomTree U.S. LargeCap Dividend Fund 5.2 28 7 6.1 +5.0
GDIV Harbor Dividend Growth Leaders ETF 5.2 50 -15 5.3 +4.2
ESGG FlexShares STOXX Global ESG Select Index Fund 5.2 42 -7 5.3 +4.2
ITAN Sparkline Intangible Value ETF 5.1 50 -15 6.6 +5.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 5.1 60 -25 -0.9 -2.0
SCHD Schwab US Dividend Equity ETF 5.1 6 29 10.0 +9.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.1 35 0 6.1 +5.0
XMAG Defiance Large Cap ex-Mag 7 ETF 5.0 35 0 5.2 +4.2
FLRG Fidelity U.S. Multifactor ETF 5.0 15 20 7.1 +6.0
IOO iShares Global 100 ETF 5.0 41 -6 4.7 +3.7
USCF Themes US Cash Flow Champions ETF 5.0 29 6 8.5 +7.4
VFMV Vanguard U.S. Minimum Volatility ETF 5.0 13 22 6.0 +4.9
DTD WisdomTree U.S. Total Dividend Fund 5.0 28 7 6.4 +5.3
FVAL Fidelity Value Factor ETF 4.9 15 20 6.8 +5.7
VFLO VictoryShares Free Cash Flow ETF 4.9 39 -4 10.0 +8.9
IWX iShares Russell Top 200 Value ETF 4.9 20 15 6.1 +5.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -20 4.9 +3.9
VYM Vanguard High Dividend Yield Index ETF 4.9 6 29 7.1 +6.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.9 8 27 5.0 +3.9
VLUE iShares MSCI USA Value Factor ETF 4.9 15 20 9.4 +8.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.9 45 -10 4.6 +3.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 4.9 10 25 4.3 +3.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.8 10 25 4.3 +3.2
SMRI Bushido Capital US Equity ETF 4.8 71 -36 10.0 +8.9
DFLV Dimensional US Large Cap Value ETF 4.8 22 13 7.5 +6.4
USMC Principal U.S. Mega-Cap ETF 4.8 12 23 4.6 +3.5
DVND Touchstone Dividend Select ETF 4.8 67 -32 5.6 +4.5
DIVG Invesco S&P 500 High Dividend Growers ETF 4.8 39 -4 8.5 +7.4
WBIY WBI Power Factor High Dividend ETF 4.8 100 -65 13.2 +12.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.8 56 -21 6.3 +5.2
SYNB Putnam BioRevolution ETF 4.7 70 -35 2.6 +1.5
STXD Strive 1000 Dividend Growth ETF 4.7 35 0 5.1 +4.0
PAWZ ProShares Pet Care ETF 4.7 50 -15 3.8 +2.8
OEI Optimized Equity Income ETF 4.7 75 -40 4.0 +2.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 4.7 35 0 3.7 +2.6
FFND Future Fund Active ETF 4.7 100 -65 3.9 +2.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.6 49 -14 6.2 +5.2
LGCF Themes US Cash Flow Champions ETF 4.6 30 5 8.1 +7.1
ASCE Allspring SMID Core ETF 4.6 38 -3 9.3 +8.2
DFUV Dimensional US Marketwide Value ETF 4.6 22 13 7.4 +6.3
USMV iShares MSCI USA Min Vol Factor ETF 4.6 15 20 5.8 +4.7
IWC iShares Micro-Cap ETF 4.6 60 -25 -1.3 -2.4
QDF FlexShares Quality Dividend Index Fund 4.6 37 -2 6.4 +5.3
DFVX Dimensional US Large Cap Vector ETF 4.6 22 13 6.4 +5.3
FFTY Innovator IBD 50 ETF 4.5 80 -45 -2.0 -3.0
RJDI RJ Eagle GCM Dividend Select Income ETF 4.5 55 -20 5.5 +4.4
CVAR Cultivar ETF 4.5 87 -52 7.4 +6.3
JHDV John Hancock U.S. High Dividend ETF 4.5 34 1 6.9 +5.8
FYC First Trust Small Cap Growth AlphaDEX Fund 4.4 71 -36 -1.4 -2.5
PRXV Praxis Impact Large Cap Value ETF 4.4 36 -1 6.7 +5.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.4 7 28 5.2 +4.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.4 18 17 5.8 +4.7
SFGV Sequoia Global Value ETF 4.4 23 12 8.2 +7.2
NANC Unusual Whales Subversive Democratic Trading ETF 4.4 75 -40 3.6 +2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.3 95 -60 -0.4 -1.4
OEF iShares S&P 100 ETF 4.3 20 15 4.5 +3.5
EPS WisdomTree U.S. LargeCap Fund 4.3 8 27 5.8 +4.7
RFFC ALPS Active Equity Opportunity ETF 4.3 48 -13 4.6 +3.5
HGRO Hedgeye Quality Growth ETF 4.3 70 -35 3.7 +2.6
FMKT The Free Markets ETF 4.3 76 -41 4.3 +3.3
VTV Vanguard Value ETF 4.3 4 31 6.8 +5.7
GVIP Goldman Sachs Hedge Industry VIP ETF 4.2 45 -10 3.3 +2.2
SPXT ProShares S&P 500 Ex-Technology ETF 4.2 9 26 5.6 +4.5
ABLS Abacus FCF Small Cap Leaders ETF 4.2 59 -24 5.2 +4.1
INCE Franklin Income Equity Focus ETF 4.2 29 6 5.8 +4.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 10 7.8 +6.7
DIVB iShares Core Dividend ETF 4.2 5 30 8.2 +7.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.1 65 -30 6.5 +5.4
QGRO American Century U.S. Quality Growth ETF 4.1 29 6 3.9 +2.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.1 49 -14 4.3 +3.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.1 10 25 5.3 +4.3
SFY SoFi Select 500 ETF 4.1 0 35 4.6 +3.5
QLC FlexShares US Quality Large Cap Index Fund 4.1 25 10 5.3 +4.3
VOOV Vanguard S&P 500 Value ETF 4.1 7 28 6.3 +5.2
DSPY Tema S&P 500 Historical Weight ETF 4.0 18 17 5.2 +4.1
SCHV Schwab U.S. Large-Cap Value ETF 4.0 4 31 6.8 +5.7
IVE iShares S&P 500 Value ETF 4.0 18 17 6.2 +5.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 4.0 4 31 6.3 +5.2
MGC Vanguard Mega Cap ETF 4.0 7 28 4.7 +3.7
HLGE Hartford Longevity Economy ETF 4.0 44 -9 6.4 +5.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.0 12 23 4.8 +3.8
DGRW WisdomTree US Quality Dividend Growth Fund 4.0 28 7 5.7 +4.6
PWV Invesco Large Cap Value ETF 4.0 55 -20 7.6 +6.5
TOPC iShares S&P 500 3% Capped ETF 4.0 15 20 5.1 +4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.0 19 16 6.3 +5.2
AFSM First Trust Active Factor Small Cap ETF 4.0 75 -40 7.5 +6.4
WOMN Impact Shares YWCA Women's Empowerment ETF 3.9 75 -40 5.6 +4.6
MOO VanEck Agribusiness ETF 3.9 53 -18 10.5 +9.4
DIA SPDR Dow Jones Industrial Average ETF 3.9 16 19 5.5 +4.4
IUSV iShares Core S&P US Value ETF 3.9 4 31 6.4 +5.4
HDUS Hartford Disciplined US Equity ETF 3.9 19 16 5.9 +4.8
JVAL JPMorgan U.S. Value Factor ETF 3.9 12 23 7.9 +6.8
SFTY Horizon Managed Risk ETF 3.9 77 -42 4.3 +3.2
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 25 5.7 +4.6
STOX Horizon Core Equity ETF 3.8 70 -35 4.3 +3.3
JQUA JPMorgan U.S. Quality Factor ETF 3.8 12 23 6.0 +4.9
FELC Fidelity Enhanced Large Cap Core ETF 3.8 18 17 5.4 +4.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 3.8 49 -14 9.1 +8.0
QWLD SPDR MSCI World StrategicFactors ETF 3.8 30 5 5.8 +4.7
FTCS First Trust Capital Strength ETF 3.8 55 -20 5.9 +4.9
XLG Invesco S&P 500 Top 50 ETF 3.8 20 15 4.3 +3.2
QQQS Invesco NASDAQ Future Gen 200 ETF 3.8 20 15 -4.5 -5.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 3.8 80 -45 7.0 +5.9
IWL iShares Russell Top 200 ETF 3.8 15 20 4.6 +3.6
WLDR Affinity World Leaders Equity ETF 3.8 67 -32 7.7 +6.6
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 17 6.8 +5.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.8 50 -15 8.7 +7.6
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 0 7.4 +6.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.7 60 -25 5.4 +4.3
LRGF iShares U.S. Equity Factor ETF 3.7 8 27 5.6 +4.5
EMOT First Trust S&P 500 Economic Moat ETF 3.7 60 -25 8.7 +7.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.7 49 -14 5.0 +4.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 -25 10.0 +8.9
RND First Trust Bloomberg R&D Leaders ETF 3.7 60 -25 3.2 +2.1
NULG Nuveen ESG Large-Cap Growth ETF 3.7 26 9 3.6 +2.5
ILCV iShares Morningstar Value ETF 3.6 4 31 6.4 +5.3
VFVA Vanguard U.S. Value Factor ETF 3.6 13 22 10.4 +9.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 10 7.3 +6.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.6 80 -45 6.4 +5.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.6 35 0 7.3 +6.3
DIVY Sound Equity Dividend Income ETF 3.6 45 -10 9.9 +8.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.6 20 15 5.4 +4.3
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 -4 6.8 +5.7
FDLO Fidelity Low Volatility Factor ETF 3.6 15 20 5.6 +4.5
ECML Euclidean Fundamental Value ETF 3.6 95 -60 10.1 +9.0
ABOT Abacus FCF Innovation Leaders ETF 3.6 69 -34 5.5 +4.4
VONV Vanguard Russell 1000 Value ETF 3.5 7 28 6.5 +5.5
SPXM Azoria 500 Meritocracy ETF 3.5 47 -12 4.6 +3.5
IWD iShares Russell 1000 Value ETF 3.5 19 16 6.4 +5.4
INRO iShares U.S. Industry Rotation Active ETF 3.5 42 -7 4.8 +3.7
FLQL Franklin LibertyQ U.S. Equity ETF 3.5 15 20 5.5 +4.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.5 75 -40 4.2 +3.1
RAUS RACWI US ETF 3.5 15 20 5.0 +3.9
LCF Touchstone US Large Cap Focused ETF 3.5 69 -34 4.3 +3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.5 25 10 5.0 +3.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.4 30 5 4.6 +3.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 17 6.5 +5.4
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 10 7.3 +6.2
HLAL Wahed FTSE USA Shariah ETF 3.4 50 -15 4.7 +3.6
VV Vanguard Large-Cap ETF 3.4 4 31 4.9 +3.8
GINX SGI Enhanced Global Income ETF 3.4 98 -63 7.9 +6.8
TOV JLens 500 Jewish Advocacy U.S. ETF 3.4 18 17 4.7 +3.7
STRV Strive 500 ETF 3.3 5 30 4.9 +3.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.3 20 15 4.7 +3.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.3 20 15 5.2 +4.1
GXLC Global X U.S. 500 ETF 3.3 2 33 4.9 +3.8
OALC OneAscent Large Cap Core ETF 3.3 86 -51 4.2 +3.2
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 9 26 5.0 +3.9
SPHQ Invesco S&P 500 Quality ETF 3.3 15 20 5.7 +4.6
VOO Vanguard S&P 500 ETF 3.3 3 32 5.0 +4.0
FYX First Trust Small Cap Core AlphaDEX Fund 3.3 61 -26 5.7 +4.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.3 7 28 4.9 +3.9
IVV iShares Core S&P 500 ETF 3.3 3 32 5.0 +3.9
SPYM State Street SPDR Portfolio S&P 500 ETF 3.3 2 33 5.0 +3.9
SPY SPDR S&P 500 ETF 3.2 9 26 4.9 +3.9
QVML Invesco S&P 500 QVM Multi-factor ETF 3.2 11 24 5.2 +4.1
DCOR Dimensional US Core Equity 1 ETF 3.2 14 21 5.4 +4.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 30 8.0 +6.9
IWY iShares Russell Top 200 Growth ETF 3.2 20 15 4.4 +3.3
IUS Invesco RAFI Strategic US ETF 3.2 19 16 6.9 +5.8
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 35 5.0 +3.9
DEEP Roundhill Acquirers Deep Value ETF 3.2 80 -45 19.3 +18.3
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 17 5.4 +4.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -25 5.7 +4.7
BMED Future Health ETF 3.2 85 -50 0.3 -0.8
VSLU Applied Finance Valuation Large Cap ETF 3.2 49 -14 6.0 +5.0
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 32 4.9 +3.9
MGK Vanguard Mega Cap Growth ETF 3.2 7 28 4.5 +3.5
ROUS Hartford Multifactor US Equity ETF 3.2 19 16 7.0 +6.0
APUE ActivePassive U.S. Equity ETF 3.2 45 -10 4.7 +3.6
FDWM Fidelity Women's Leadership ETF 3.2 59 -24 4.9 +3.8
DSMC Distillate Small/Mid Cash Flow ETF 3.2 55 -20 12.8 +11.7
DEW WisdomTree Global High Dividend Fund 3.2 58 -23 8.1 +7.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.2 49 -14 6.6 +5.6
VTI Vanguard Total Stock Market ETF 3.1 3 32 4.9 +3.9
RVRB Reverb ETF 3.1 30 5 4.6 +3.6
VONE Vanguard Russell 1000 ETF 3.1 7 28 5.0 +4.0
DVY iShares Select Dividend ETF 3.1 38 -3 9.1 +8.1
SCHX Schwab U.S. Large-Cap ETF 3.1 3 32 5.0 +4.0
IWB iShares Russell 1000 ETF 3.1 15 20 4.9 +3.9
SHRY First Trust Bloomberg Shareholder Yield ETF 3.1 60 -25 10.6 +9.5
VOTE TCW Transform 500 ETF 3.1 5 30 5.0 +3.9
DXUV Dimensional US Vector Equity ETF 3.1 28 7 6.1 +5.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.1 2 33 5.0 +4.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.1 3 32 5.2 +4.1
DAK Dakota Active Equity ETF 3.1 43 -8 4.5 +3.5
VTHR Vanguard Russell 3000 ETF 3.1 7 28 4.9 +3.8
JGLO JPMorgan Global Select Equity ETF 3.1 33 2 5.1 +4.1
IWV iShares Russell 3000 ETF 3.1 20 15 4.8 +3.7
IYY iShares Dow Jones U.S. ETF 3.1 20 15 4.8 +3.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 -4 11.6 +10.5
SCHK Schwab 1000 Index ETF 3.1 5 30 5.1 +4.0
FELG Fidelity Enhanced Large Cap Growth ETF 3.1 18 17 5.0 +3.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 11 24 5.0 +3.9
DFUS Dimensional U.S. Equity ETF 3.0 9 26 4.9 +3.8
CALF Pacer US Small Cap Cash Cows 100 ETF 3.0 59 -24 10.4 +9.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.0 3 32 4.9 +3.8
KLMN Invesco MSCI North America Climate ETF 3.0 9 26 5.1 +4.0
DGT State Street SPDR Global Dow ETF 3.0 50 -15 6.6 +5.5
LOWV AB US Low Volatility Equity ETF 3.0 48 -13 5.5 +4.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.0 12 23 6.1 +5.0
SCHB Schwab U.S. Broad Market ETF 3.0 3 32 5.0 +4.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.0 69 -34 -0.8 -1.8
GGRW Gabelli Growth Innovators ETF 3.0 90 -55 2.6 +1.5
GK AdvisorShares Gerber Kawasaki ETF 3.0 75 -40 2.8 +1.7
MBCC Monarch Blue Chips Core ETF 3.0 125 -90 4.5 +3.5
SNPG Xtrackers S&P 500 Growth ESG ETF 3.0 15 20 4.7 +3.7
MEDI Harbor Health Care ETF 3.0 80 -45 -1.5 -2.6
IWFG IQ Winslow Focused Large Cap Growth ETF 3.0 65 -30 3.3 +2.3
BGRO iShares Large Cap Growth Active ETF 3.0 55 -20 2.8 +1.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 3.0 65 -30 3.8 +2.8
JGRW Jensen Quality Growth ETF 3.0 57 -22 4.7 +3.7
RVER Trenchless Fund ETF 3.0 65 -30 3.2 +2.1
BGDV Bahl & Gaynor Dividend ETF 3.0 45 -10 4.8 +3.7
BRIF FIS Bright Portfolios Focused Equity ETF 3.0 65 -30 4.9 +3.9
FMTM MarketDesk Focused U.S. Momentum ETF 3.0 45 -10 4.3 +3.3
SEMG Suncoast Select Growth ETF 3.0 60 -25 4.5 +3.4
STRN SMART Trend 25 ETF 3.0 59 -24 3.5 +2.5
DUNK Dana Unconstrained Equity ETF 3.0 75 -40 2.5 +1.4
VFMF Vanguard U.S. Multifactor ETF 3.0 18 17 7.7 +6.6
DFAC Dimensional U.S. Core Equity 2 ETF 3.0 17 18 5.5 +4.5
FQAL Fidelity Quality Factor ETF 3.0 15 20 5.9 +4.9
DFAU Dimensional US Core Equity Market ETF 2.9 12 23 5.1 +4.1
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 4 31 3.9 +2.9
GINN Goldman Sachs Innovate Equity ETF 2.9 52 -17 3.7 +2.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.9 14 21 5.0 +3.9
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 20 4.9 +3.9
JEPI JPMorgan Equity Premium Income ETF 2.9 35 0 5.8 +4.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 23 6.5 +5.5
YOLO AdvisorShares Pure Cannabis ETF 2.9 103 -68 -2.9 -4.0
TOKE Cambria Cannabis ETF 2.9 42 -7 1.6 +0.6
ABFL Abacus FCF Leaders ETF 2.9 59 -24 5.1 +4.0
IDNA iShares Genomics Immunology and Healthcare ETF 2.9 47 -12 -2.7 -3.7
VONG Vanguard Russell 1000 Growth ETF 2.9 7 28 4.7 +3.6
QGRW WisdomTree U.S. Quality Growth Fund 2.9 28 7 4.5 +3.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.9 9 26 4.9 +3.8
AFOS ARS Focused Opportunities Strategy ETF 2.9 45 -10 3.2 +2.1
PBUS Invesco MSCI USA ETF 2.9 4 31 5.0 +3.9
KRMA Global X Conscious Companies ETF 2.9 43 -8 6.1 +5.0
IWF iShares Russell 1000 Growth ETF 2.9 19 16 4.3 +3.2
LRGE ClearBridge Large Cap Growth ESG ETF 2.9 59 -24 4.4 +3.3
VUG Vanguard Growth ETF 2.8 4 31 4.4 +3.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 5 4.8 +3.8
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -14 4.8 +3.8
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 20 6.8 +5.8
REVS Columbia Research Enhanced Value ETF 2.8 19 16 7.7 +6.7
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 -8 4.5 +3.4
EBI Longview Advantage ETF 2.8 35 0 6.8 +5.7
QUVU Hartford Quality Value ETF 2.8 46 -11 7.4 +6.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.8 40 -5 3.9 +2.8
AVSU Avantis Responsible U.S. Equity ETF 2.8 15 20 5.9 +4.9
RECS Columbia Research Enhanced Core ETF 2.8 15 20 5.8 +4.8
SFYF SoFi Social 50 ETF 2.8 29 6 1.0 -0.1
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 25 5.1 +4.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.8 12 23 5.0 +3.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.8 25 10 5.5 +4.4
NULV Nuveen ESG Large-Cap Value ETF 2.8 26 9 6.3 +5.2
PRXG Praxis Impact Large Cap Growth ETF 2.8 36 -1 3.8 +2.7
NULC Nuveen ESG Large-Cap ETF 2.8 21 14 4.8 +3.7
ICAP InfraCap Equity Income Fund ETF 2.8 171 -136 4.3 +3.3
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 26 4.9 +3.8
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 17 5.4 +4.3
ILCG iShares Morningstar Growth ETF 2.7 4 31 3.9 +2.8
JGRO JPMorgan Active Growth ETF 2.7 44 -9 3.7 +2.6
CGDG Capital Group Dividend Growers ETF 2.7 47 -12 6.0 +5.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.7 30 5 7.0 +5.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 6 7.9 +6.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.7 12 23 7.4 +6.3
ADME Aptus Drawdown Managed Equity ETF 2.7 79 -44 4.0 +3.0
GSPY Gotham Enhanced 500 ETF 2.7 50 -15 5.3 +4.3
FBT First Trust NYSE Arca Biotechnology Index Fund 2.7 56 -21 2.1 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -24 8.8 +7.8
FFLC Fidelity Fundamental Large Cap Core ETF 2.7 38 -3 4.6 +3.6
GURU Global X Guru Index ETF 2.7 75 -40 2.8 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 26 5.4 +4.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 2.6 60 -25 4.4 +3.3
DIVS SmartETFs Dividend Builder ETF 2.6 65 -30 5.2 +4.1
FLV American Century Focused Large Cap Value ETF 2.6 42 -7 6.8 +5.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 8 7.2 +6.1
LVOL American Century Low Volatility ETF 2.6 29 6 5.1 +4.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 20 8.3 +7.2
KONG Formidable Fortress ETF 2.6 89 -54 5.9 +4.8
AGQI First Trust Active Global Quality Income ETF 2.6 85 -50 5.2 +4.1
DIVL Madison Dividend Value ETF 2.6 65 -30 5.4 +4.3
YOKE Yoke Core ETF 2.6 42 -7 5.1 +4.0
XVV iShares ESG Screened S&P 500 ETF 2.6 8 27 4.9 +3.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 20 5.4 +4.4
TINT ProShares Smart Materials ETF 2.6 58 -23 5.9 +4.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 25 5.6 +4.5
VOOG Vanguard S&P 500 Growth ETF 2.6 7 28 4.3 +3.2
DFSV Dimensional US Small Cap Value ETF 2.6 31 4 10.3 +9.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 20 5.0 +3.9
LST Leuthold Select Industries ETF 2.6 91 -56 5.8 +4.7
IVW iShares S&P 500 Growth ETF 2.6 18 17 4.1 +3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.6 4 31 4.2 +3.1
SUSA iShares MSCI USA ESG Select ETF 2.6 25 10 4.8 +3.7
FFOG Franklin Focused Growth ETF 2.6 61 -26 2.7 +1.6
CGGO Capital Group Global Growth Equity ETF 2.6 47 -12 4.5 +3.4
FTGS First Trust Growth Strength ETF 2.6 60 -25 4.6 +3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.6 20 15 5.5 +4.5
ABLG Abacus FCF International Leaders ETF 2.6 59 -24 6.7 +5.6
IWO iShares Russell 2000 Growth ETF 2.5 24 11 0.8 -0.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 20 4.7 +3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 2.5 18 17 3.9 +2.8
VTWG Vanguard Russell 2000 Growth ETF 2.5 10 25 1.0 -0.1
JHML John Hancock Multifactor Large Cap ETF 2.5 29 6 5.4 +4.4
FDMO Fidelity Momentum Factor ETF 2.5 15 20 3.8 +2.7
AVSC Avantis U.S Small Cap Equity ETF 2.5 25 10 5.1 +4.0
DUSA Davis Select U.S. Equity ETF 2.5 61 -26 7.4 +6.3
EES WisdomTree U.S. SmallCap Fund 2.5 38 -3 8.5 +7.4
IBB iShares Biotechnology ETF 2.5 45 -10 -0.3 -1.3
AVUS Avantis U.S. Equity ETF 2.5 15 20 5.8 +4.7
IUSG iShares Core S&P U.S. Growth ETF 2.5 4 31 4.3 +3.2
TOK iShares MSCI Kokusai ETF 2.5 26 9 5.0 +4.0
JAVA JPMorgan Active Value ETF 2.5 44 -9 6.4 +5.3
FMED Fidelity Disruptive Medicine ETF 2.5 50 -15 -0.6 -1.7
XSMO Invesco S&P SmallCap Momentum ETF 2.4 39 -4 4.6 +3.5
ACVF American Conservative Values ETF 2.4 75 -40 4.4 +3.3
ROE Astoria US Quality Kings ETF 2.4 49 -14 7.1 +6.0
RFV Invesco S&P Midcap 400 Pure Value ETF 2.4 35 0 12.9 +11.8
BFOR ALPS Barron's 400 ETF 2.4 65 -30 5.9 +4.9
AVUQ Avantis U.S. Quality ETF 2.4 15 20 4.6 +3.5
GLOF iShares Global Equity Factor ETF 2.4 20 15 6.8 +5.7
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 26 5.2 +4.1
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -41 4.9 +3.8
URTH iShares MSCI World ETF 2.3 24 11 5.1 +4.0
CHGX AXS Change Finance ESG ETF 2.3 49 -14 5.4 +4.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.3 20 15 6.0 +4.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.3 12 23 7.3 +6.2
FSST Fidelity Sustainable U.S. Equity ETF 2.3 59 -24 4.3 +3.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.3 20 15 5.4 +4.3
PSIL AdvisorShares Psychedelics ETF 2.2 99 -64 0.0 -1.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 23 7.5 +6.4
FTDS First Trust Dividend Strength ETF 2.2 70 -35 8.5 +7.4
CZAR Themes Natural Monopoly ETF 2.2 35 0 5.6 +4.5
PSC Principal U.S. Small-Cap ETF 2.2 38 -3 6.9 +5.8
WCEO Hypatia Women CEO ETF 2.2 85 -50 3.2 +2.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.2 48 -13 8.8 +7.8
PEXL Pacer US Export Leaders ETF 2.2 60 -25 4.7 +3.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.2 55 -20 4.3 +3.2
DIV Global X SuperDividend US ETF 2.2 45 -10 11.2 +10.1
STXG Strive 1000 Growth ETF 2.2 18 17 3.9 +2.9
DWLD Davis Select Worldwide ETF 2.2 63 -28 7.2 +6.1
ASLV Allspring Special Large Value ETF 2.2 35 0 6.6 +5.5
FBCG Fidelity Blue Chip Growth ETF 2.2 59 -24 3.0 +1.9
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -20 6.5 +5.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -17 8.9 +7.8
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 29 8.4 +7.4
FVD First Trust Value Line Dividend Index Fund 2.1 65 -30 6.3 +5.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.1 55 -20 4.3 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 10 6.0 +5.0
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 25 5.7 +4.6
USMF WisdomTree U.S. Multifactor Fund 2.1 28 7 7.4 +6.3
ACWI iShares MSCI ACWI ETF 2.1 32 3 5.5 +4.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.0 35 0 7.2 +6.2
VFQY Vanguard U.S. Quality Factor ETF 2.0 13 22 6.1 +5.0
IJR iShares Core S&P Small Cap ETF 2.0 6 29 7.6 +6.5
RWL Invesco S&P 500 Revenue ETF 2.0 39 -4 6.8 +5.8
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -71 11.7 +10.6
MBOX Freedom Day Dividend ETF 2.0 39 -4 7.8 +6.7
SWP SWP Growth & Income ETF 2.0 99 -64 4.2 +3.2
IWM iShares Russell 2000 ETF 2.0 19 16 3.6 +2.5
RSSL Global X Russell 2000 ETF 2.0 8 27 3.6 +2.5
CGDV Capital Group Dividend Value ETF 1.9 33 2 4.7 +3.6
VTWO Vanguard Russell 2000 ETF 1.9 7 28 3.7 +2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -32 9.9 +8.8
CGUS Capital Group Core Equity ETF 1.9 33 2 4.5 +3.4
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 0 4.9 +3.8
HAPS Harbor Human Capital Factor US Small Cap ETF 1.9 60 -25 3.8 +2.7
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -13 4.6 +3.6
VT Vanguard Total World Stock ETF 1.9 6 29 5.8 +4.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 20 7.6 +6.5
SYLD Cambria Shareholder Yield ETF 1.9 59 -24 12.4 +11.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 26 5.6 +4.5
BOUT Innovator IBD Breakout Opportunities ETF 1.9 81 -46 5.4 +4.3
CSMD Congress SMid Growth ETF 1.9 69 -34 4.1 +3.1
ANEW ProShares MSCI Transformational Changes ETF 1.9 45 -10 5.5 +4.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 32 7.6 +6.5
SSPY Syntax Stratified LargeCap ETF 1.9 30 5 6.8 +5.7
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 22 3.1 +2.0
GVLU Gotham 1000 Value ETF 1.8 50 -15 9.5 +8.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 28 7.5 +6.4
LYLD Cambria Large Cap Shareholder Yield ETF 1.8 59 -24 9.6 +8.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.8 25 10 8.3 +7.2
DFAT Dimensional U.S. Targeted Value ETF 1.8 28 7 9.9 +8.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.8 12 23 8.0 +6.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.8 65 -30 6.4 +5.3
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 20 6.9 +5.9
TAX Cambria Tax Aware ETF 1.8 49 -14 6.1 +5.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 6 7.5 +6.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -38 11.6 +10.5
RCGE RockCreek Global Equality ETF 1.8 95 -60 6.5 +5.5
VNSE Natixis Vaughan Nelson Select ETF 1.7 80 -45 5.0 +3.9
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 -5 6.0 +4.9
BEEZ Honeytree U.S. Equity ETF 1.7 64 -29 4.0 +2.9
KAT Scharf ETF 1.7 87 -52 5.3 +4.3
GKAT Scharf Global Opportunity ETF 1.7 57 -22 6.4 +5.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 -14 7.2 +6.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 26 3.9 +2.9
SPIT F/m Emerald Special Situations ETF 1.7 105 -70 -0.9 -2.0
TMDV ProShares Russell US Dividend Growers ETF 1.7 35 0 6.9 +5.8
DFAS Dimensional U.S. Small Cap ETF 1.7 26 9 6.6 +5.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -25 4.4 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 17 7.9 +6.8
LOGO Alpha Brands Consumption Leaders ETF 1.6 69 -34 3.2 +2.1
FBCV Fidelity Blue Chip Value ETF 1.6 59 -24 7.3 +6.2
PCGG Polen Capital Global Growth ETF 1.6 85 -50 4.4 +3.3
ISCB iShares Morningstar Small-Cap ETF 1.6 4 31 5.8 +4.8
FESM Fidelity Enhanced Small Cap ETF 1.6 28 7 3.2 +2.2
JPEF JPMorgan Equity Focus ETF 1.6 50 -15 4.5 +3.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 23 4.7 +3.6
GQI Natixis Gateway Quality Income ETF 1.6 34 1 5.1 +4.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 6.0 +5.0
AGRW Allspring LT Large Growth ETF 1.6 35 0 3.8 +2.7
CGV Conductor Global Equity Value ETF 1.6 130 -95 7.7 +6.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -24 5.9 +4.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -35 2.2 +1.1
FSGS First Trust SMID Growth Strength ETF 1.5 60 -25 5.3 +4.2
DIVE Dana Concentrated Dividend ETF 1.5 65 -30 7.7 +6.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 17 8.7 +7.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 0 6.2 +5.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 6 4.8 +3.7
ULVM VictoryShares US Value Momentum ETF 1.5 20 15 7.4 +6.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.5 70 -35 5.1 +4.0
MAGA Point Bridge America First ETF 1.5 72 -37 6.3 +5.2
RGEF Rockefeller Global Equity ETF 1.5 55 -20 4.7 +3.6
BKWO BNY Mellon Women's Opportunities ETF 1.5 50 -15 3.9 +2.8
GEW Cambria Global EW ETF 1.5 29 6 6.0 +4.9
OPTZ Optimize Strategy Index ETF 1.5 50 -15 4.9 +3.8
EZM WisdomTree U.S. MidCap Fund 1.5 38 -3 8.6 +7.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 -3 7.8 +6.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 0 7.8 +6.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 -4 3.0 +2.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 20 8.7 +7.6
FDVV Fidelity High Dividend ETF 1.5 15 20 7.7 +6.6
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 -14 6.7 +5.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.5 15 20 4.6 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 25 8.7 +7.6
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -15 5.9 +4.8
SDY State Street SPDR S&P Dividend ETF 1.5 35 0 6.8 +5.7
CGGR Capital Group Growth ETF 1.5 39 -4 3.5 +2.5
RSP Invesco S&P 500 Equal Weight ETF 1.4 20 15 6.7 +5.7
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -50 4.2 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -29 1.2 +0.2
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -35 12.5 +11.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 18 6.0 +4.9
GOP Unusual Whales Subversive Republican Trading ETF 1.4 50 -15 5.5 +4.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 0 7.3 +6.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.4 12 23 4.1 +3.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.4 15 20 4.2 +3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 26 6.2 +5.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.3 50 -15 4.1 +3.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 11 8.3 +7.2
VXF Vanguard Extended Market ETF 1.3 5 30 4.5 +3.4
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 26 6.3 +5.3
DSI iShares MSCI KLD 400 Social ETF 1.3 25 10 5.0 +3.9
IWN iShares Russell 2000 Value ETF 1.3 24 11 6.4 +5.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 31 5.8 +4.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.3 35 0 7.5 +6.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 -5 7.4 +6.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.3 60 -25 6.4 +5.3
VTWV Vanguard Russell 2000 Value ETF 1.3 10 25 6.4 +5.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -45 4.4 +3.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -45 7.5 +6.4
SIZE iShares MSCI USA Size Factor ETF 1.3 15 20 6.3 +5.2
VBR Vanguard Small Cap Value ETF 1.3 7 28 9.0 +7.9
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.5 -2.6
SCHA Schwab U.S. Small-Cap ETF 1.2 4 31 5.6 +4.5
TPSC Timothy Plan US Small Cap Core ETF 1.2 52 -17 7.0 +6.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 20 9.0 +7.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.2 30 5 8.2 +7.1
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 15 8.8 +7.7
SPGP Invesco S&P 500 GARP ETF 1.2 34 1 6.9 +5.8
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 31 7.0 +5.9
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 20 7.8 +6.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 15 7.2 +6.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.2 60 -25 4.8 +3.8
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -7 6.7 +5.6
SPLV Invesco S&P 500 Low Volatility ETF 1.2 25 10 5.6 +4.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.2 25 10 5.6 +4.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.2 70 -35 5.0 +3.9
SVAL iShares US Small Cap Value Factor ETF 1.2 20 15 8.7 +7.6
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 17 9.7 +8.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.2 55 -20 10.3 +9.3
WDIV SPDR S&P Global Dividend ETF 1.1 40 -5 8.9 +7.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 29 3.0 +1.9
STXM Strive Mid-Cap ETF 1.1 18 17 6.5 +5.4
RPV Invesco S&P 500 Pure Value ETF 1.1 35 0 10.1 +9.1
STXK Strive Small-Cap ETF 1.1 18 17 6.0 +5.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.1 15 20 9.7 +8.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.1 20 15 10.1 +9.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 1.1 68 -33 2.0 +0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -25 6.9 +5.9
BLCV iShares Large Cap Value Active ETF 1.1 53 -18 7.4 +6.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -44 5.8 +4.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.1 10 25 9.6 +8.5
PSET Principal Quality ETF 1.0 15 20 5.6 +4.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 -4 9.7 +8.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -25 5.1 +4.1
VB Vanguard Small-Cap ETF 1.0 5 30 6.1 +5.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 -4 5.0 +3.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.0 65 -30 8.0 +7.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 15 4.4 +3.3
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -54 4.9 +3.8
HYP Golden Eagle Dynamic Hypergrowth ETF 1.0 85 -50 -1.2 -2.3
ALRG Allspring LT Large Core ETF 1.0 28 7 4.5 +3.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.0 20 15 8.2 +7.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -50 3.5 +2.4
BUZZ VanEck Social Sentiment ETF 1.0 75 -40 -0.8 -1.9
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 18 7.0 +5.9
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 -3 9.0 +7.9
AVUV Avantis U.S. Small Cap Value ETF 1.0 25 10 9.6 +8.5
FFOX FundX Future Fund Opportunities ETF 0.9 100 -65 3.5 +2.5
SFYX SoFi Next 500 ETF 0.9 0 35 6.0 +4.9
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 0 4.8 +3.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 15 6.8 +5.8
PY Principal Value ETF 0.9 15 20 7.3 +6.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 28 5.8 +4.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 10 7.7 +6.6
BLCR iShares Large Cap Core Active ETF 0.8 36 -1 3.8 +2.8
NUSC Nuveen ESG Small-Cap ETF 0.8 31 4 5.2 +4.1
PRAY FIS Christian Stock Fund 0.8 69 -34 5.2 +4.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 -5 4.8 +3.7
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -3 9.1 +8.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 20 7.3 +6.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -35 10.6 +9.6
FLDZ RiverNorth Patriot ETF 0.8 75 -40 6.3 +5.2
VIDI Vident International Equity Strategy ETF 0.8 61 -26 10.6 +9.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 26 4.9 +3.8
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 5.0 +3.9
CFA VictoryShares US 500 Volatility Wtd ETF 0.8 35 0 6.1 +5.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.8 40 -5 6.1 +5.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -40 4.9 +3.9
THRO iShares U.S. Thematic Rotation Active ETF 0.7 90 -55 3.9 +2.9
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 17 6.9 +5.8
NIXT Research Affiliates Deletions ETF 0.7 9 26 8.1 +7.0
IJH iShares Core S&P Mid-Cap ETF 0.7 5 30 7.3 +6.2
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 11 7.1 +6.0
WTV WisdomTree US Value Fund of Benef Interest 0.7 12 23 8.8 +7.7
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -39 8.5 +7.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 7 28 7.3 +6.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 32 7.3 +6.2
VBK Vanguard Small-Cap Growth ETF 0.7 7 28 1.8 +0.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 15 3.2 +2.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 0 5.8 +4.7
SMMD iShares Russell 2500 ETF 0.7 15 20 6.8 +5.7
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -90 6.9 +5.8
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -7 6.3 +5.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -12 9.0 +7.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -8 6.1 +5.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 -4 9.5 +8.4
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -15 6.4 +5.3
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -30 8.3 +7.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 11 7.5 +6.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 15 6.4 +5.3
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -12 5.3 +4.3
IWS iShares Russell Mid-Cap Value ETF 0.5 23 12 7.2 +6.1
MVPA Miller Value Partners Appreciation ETF 0.5 60 -25 8.9 +7.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 31 6.0 +4.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -25 4.9 +3.8
IWR iShares Russell Midcap ETF 0.5 19 16 6.3 +5.2
ISMD Inspire Small/Mid Cap ETF 0.5 54 -19 5.3 +4.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -30 2.0 +0.9
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 12 6.1 +5.0
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -45 11.5 +10.4
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.5 +4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 20 8.0 +7.0
RPG Invesco S&P 500 Pure Growth ETF 0.4 35 0 3.5 +2.5
TMFC Motley Fool 100 Index ETF 0.4 50 -15 3.6 +2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 20 6.1 +5.0
XOEF iShares S&P 500 ex S&P 100 ETF 0.4 20 15 5.7 +4.6
XJH iShares ESG Screened S&P Mid-Cap ETF 0.4 12 23 7.2 +6.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 0 9.8 +8.7
TMFX Motley Fool Next Index ETF 0.4 50 -15 3.1 +2.1
BLES Inspire Global Hope ETF 0.3 61 -26 6.9 +5.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 0 9.1 +8.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 14 3.9 +2.8
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 25 4.9 +3.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -17 5.8 +4.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -23 5.7 +4.6
PTL Inspire 500 ETF 0.3 9 26 5.5 +4.4
XSHQ Invesco S&P SmallCap Quality ETF 0.3 29 6 7.7 +6.7
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 12 3.4 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.2 29 6 4.7 +3.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 29 8.2 +7.1
CHRI Global X S&P 500 Christian Values ETF 0.2 29 6 4.7 +3.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -30 2.2 +1.1
IMCB iShares Morningstar Mid-Cap ETF 0.1 4 31 6.3 +5.3
AIEQ AI Powered Equity ETF 0.1 75 -40 4.8 +3.8
FPX First Trust US Equity Opportunities ETF 0.1 61 -26 1.0 -0.1
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 20 3.3 +2.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -10 8.3 +7.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 10 9.1 +8.1

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 3.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.1 %
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.