First Trust Expanded Technology ETF
ALTAR
Score™		 4.2% info Recommen-
dation		 UNDERWEIGHT
2024E    2025E
P/E
ratio		 26.7x P/Sales
ratio		 5.3x
P/BV
ratio		 6.3x Div.
yield		 0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
XPND actively invests in US stocks whose businesses are derived from or dependent on technology.

FUND BASICS
Category US Equities
Fund Sponsor First Trust
Website www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=XPND
Inception date Jun 14, 2021
Assets (mns) $116
Currency USD
Expense ratio 65 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 306
Wgt avg mkt cap (mns) $676,260
Large cap (>$10bn) 99.8%
Mid cap ($2-10bn) 0.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ORACLE CORP 5.3 %
APPLE INC 5.2 %
NVIDIA CORP 4.8 %
MICROSOFT CORP 4.7 %
T-MOBILE US, INC. 4.7 %
ALPHABET INC. CLASS A 4.6 %
META PLATFORMS INC 4.6 %
MASTERCARD INCORPORATED CLASS A 4.4 %
VISA INC. CLASS A 4.4 %
INTUIT INC 4.3 %
Total 46.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
19.8% 34.5% -- -- 9.9%

Market Correlations
versus... Beta R-squared
S&P500 1.24 86%
MSCI EAFE 1.01 56%
MSCI Emg. Mkts. 0.86 40%

Technical Indicators
Recent close $26.49
30d moving avg. $28.33
Annualized volatility 24.6%
Short interest (ETF) 0.5%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.1%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $130,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 725 potential alternatives to the First Trust Expanded Technology ETF ETF based on the alternatives' overlap in portfolio holdings with XPND. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XPND Expense: 65 bp ALTAR Score™: 4.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XPND
Ticker Fund
Name		 Overlap1
vs XPND
(%)		 Expense
ratio
(bp)		 Savings
vs XPND
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XPND
(%)
IGM iShares Expanded Tech Sector ETF 44.8 41 24 4.6 +0.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 43.2 40 25 4.3 +0.1
PWB Invesco Large Cap Growth ETF 41.5 56 9 3.5 -0.8
SXQG ETC 6 Meridian Quality Growth ETF 41.5 100 -35 4.2 -0.1
IYW iShares U.S. Technology ETF 41.4 40 25 4.7 +0.5
XNTK SPDR NYSE Technology ETF 40.9 35 30 4.1 -0.1
QGRW WisdomTree U.S. Quality Growth Fund 38.8 28 37 4.9 +0.7
VSLU Applied Finance Valuation Large Cap ETF 38.0 49 16 5.7 +1.5
XLK Technology Select Sector SPDR Fund 37.7 9 56 5.1 +0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 37.6 60 5 4.0 -0.3
DEMZ Democratic Large Cap Core ETF 36.6 45 20 4.3 +0.0
VEGN US Vegan Climate ETF 36.5 60 5 4.8 +0.6
QUAL iShares MSCI USA Quality Factor ETF 35.8 15 50 5.3 +1.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 35.7 57 8 4.2 -0.1
IETC iShares U.S. Tech Independence Focused ETF 35.7 18 47 4.7 +0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 35.6 50 15 4.4 +0.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 35.3 50 15 5.4 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 35.2 30 35 4.8 +0.6
IWY iShares Russell Top 200 Growth ETF 35.0 20 45 5.1 +0.8
DFNV Donoghue Forlines Innovation ETF 34.7 69 -4 4.9 +0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 34.6 60 5 4.2 +0.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 34.4 45 20 5.5 +1.3
FLQL Franklin LibertyQ U.S. Equity ETF 34.4 15 50 5.9 +1.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 34.1 29 36 9.9 +5.6
IWF iShares Russell 1000 Growth ETF 34.0 19 46 4.9 +0.7
QQQ Invesco QQQ Trust Series I 33.6 20 45 4.7 +0.5
QQQM Invesco NASDAQ 100 ETF 33.6 15 50 4.8 +0.5
FELG Fidelity Enhanced Large Cap Growth ETF 33.2 18 47 5.0 +0.7
GSPY Gotham Enhanced 500 ETF 33.2 50 15 5.3 +1.1
IVW iShares S&P 500 Growth ETF 33.2 18 47 4.6 +0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 33.2 4 61 4.8 +0.6
AIQ Global X Artificial Intelligence & Technology ETF 33.0 68 -3 4.0 -0.2
LRND IQ U.S. Large Cap R&D Leaders ETF 33.0 14 51 6.0 +1.8
FTEC Fidelity MSCI Information Technology Index ETF 32.8 8 57 4.7 +0.5
PSET Principal Quality ETF 32.6 15 50 5.5 +1.3
SPHQ Invesco S&P 500 Quality ETF 32.6 15 50 5.7 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 32.5 49 16 5.2 +0.9
MVPS Amplify Thematic All-Stars ETF 32.3 49 16 3.1 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 32.2 4 61 4.5 +0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 32.2 65 0 3.8 -0.5
CHAT Roundhill Generative AI & Technology ETF 32.0 75 -10 4.1 -0.2
IUSG iShares Core S&P U.S. Growth ETF 31.9 4 61 4.8 +0.6
QQMG Invesco ESG NASDAQ 100 ETF 31.9 20 45 4.8 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 31.9 18 47 4.6 +0.4
QLTY GMO U.S. Quality ETF 31.8 50 15 4.4 +0.2
CLOD Themes Cloud Computing ETF 31.4 35 30 3.7 -0.5
VGT Vanguard Information Technology ETF 31.3 10 55 4.7 +0.5
MGK Vanguard Mega Cap Growth ETF 31.3 7 58 4.4 +0.2
EPS WisdomTree U.S. LargeCap Fund 31.3 8 57 6.2 +2.0
DUHP Dimensional US High Profitability ETF 31.2 21 44 6.7 +2.5
FTGS First Trust Growth Strength ETF 31.0 60 5 5.8 +1.6
STXG Strive 1000 Growth ETF 30.9 18 47 4.3 +0.1
CACG ClearBridge All Cap Growth ESG ETF 30.9 54 11 3.6 -0.6
VUG Vanguard Growth ETF 30.8 4 61 4.3 +0.1
TMFC Motley Fool 100 Index ETF 30.7 50 15 3.9 -0.4
USMC Principal U.S. Mega-Cap ETF 30.7 12 53 5.0 +0.8
JGRO JPMorgan Active Growth ETF 30.6 44 21 3.6 -0.6
ILCG iShares Morningstar Growth ETF 30.5 4 61 4.1 -0.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 30.5 15 50 6.0 +1.7
SNPG Xtrackers S&P 500 Growth ESG ETF 30.4 15 50 4.8 +0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 30.4 15 50 5.0 +0.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 30.3 40 25 5.6 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 30.3 59 6 3.7 -0.5
RVRB Reverb ETF 30.3 30 35 5.0 +0.8
IXN iShares Global Tech ETF 30.2 41 24 4.3 +0.1
FLRG Fidelity U.S. Multifactor ETF 30.2 15 50 7.7 +3.4
VOOG Vanguard S&P 500 Growth ETF 30.2 10 55 4.7 +0.5
FQAL Fidelity Quality Factor ETF 30.2 15 50 5.9 +1.7
MBCC Monarch Blue Chips Core ETF 30.2 125 -60 3.6 -0.7
VONG Vanguard Russell 1000 Growth ETF 30.1 8 57 5.0 +0.8
ONEQ Fidelity Nasdaq Composite Index ETF 29.9 21 44 4.0 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 29.8 9 56 5.0 +0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 29.7 7 58 5.2 +1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 29.7 10 55 5.5 +1.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 29.7 75 -10 4.3 +0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 29.6 36 29 4.8 +0.6
SHE SPDR MSCI USA Gender Diversity ETF 29.5 20 45 5.0 +0.8
XLG Invesco S&P 500 Top 50 ETF 29.4 20 45 4.7 +0.4
QLC FlexShares US Quality Large Cap Index Fund 29.4 25 40 5.6 +1.4
IWL iShares Russell Top 200 ETF 29.3 15 50 5.0 +0.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 29.3 8 57 5.2 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 29.0 9 56 5.7 +1.5
XVV iShares ESG Screened S&P 500 ETF 28.8 8 57 5.1 +0.9
FMET Fidelity Metaverse ETF 28.7 39 26 5.1 +0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 28.7 10 55 4.7 +0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 28.6 10 55 4.6 +0.4
SPXE ProShares S&P 500 Ex-Energy ETF 28.6 9 56 5.1 +0.9
OEF iShares S&P 100 ETF 28.4 20 45 5.0 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 28.4 7 58 5.2 +1.0
VOTE TCW Transform 500 ETF 28.4 5 60 5.2 +1.0
FDMO Fidelity Momentum Factor ETF 28.4 15 50 4.3 +0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 28.3 15 50 4.9 +0.7
RPG Invesco S&P 500 Pure Growth ETF 28.3 35 30 3.6 -0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 28.1 2 63 5.2 +1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 28.1 20 45 5.0 +0.8
SPMO Invesco S&P 500 Momentum ETF 28.1 13 52 3.9 -0.3
IGV iShares Expanded Tech-Software Sector ETF 28.0 41 24 3.3 -0.9
STRV Strive 500 ETF 28.0 5 60 5.2 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 28.0 12 53 6.0 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 28.0 45 20 4.7 +0.5
BTHM BlackRock Future U.S. Themes ETF 27.9 60 5 4.3 +0.0
CAML Congress Large Cap Growth ETF 27.9 66 -1 3.3 -0.9
IVV iShares Core S&P 500 ETF 27.9 3 62 5.3 +1.0
SPY SPDR S&P 500 ETF Trust 27.9 9 56 5.2 +1.0
SPLG SPDR Portfolio S&P 500 ETF 27.9 2 63 5.3 +1.1
CATH Global X S&P 500 Catholic Values Custom ETF 27.8 29 36 5.1 +0.9
PBUS Invesco MSCI USA ETF 27.8 4 61 5.2 +1.0
XDAT Franklin Exponential Data ETF 27.8 50 15 3.0 -1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 27.8 12 53 4.8 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 27.7 11 54 5.2 +1.0
FFLC Fidelity Fundamental Large Cap Core ETF 27.7 38 27 5.1 +0.9
ILCB iShares Morningstar U.S. Equity ETF 27.7 3 62 5.2 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 27.7 9 56 5.3 +1.1
HDUS Hartford Disciplined US Equity ETF 27.7 19 46 6.2 +1.9
QDF FlexShares Quality Dividend Index Fund 27.6 37 28 4.5 +0.3
SCHX Schwab U.S. Large-Cap ETF 27.6 3 62 5.3 +1.0
KRMA Global X Conscious Companies ETF 27.4 43 22 5.9 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 27.4 14 51 5.2 +1.0
FMIL Fidelity New Millennium ETF 27.3 59 6 4.6 +0.4
SCHK Schwab 1000 Index ETF 27.3 5 60 5.3 +1.0
ADME Aptus Drawdown Managed Equity ETF 27.2 79 -14 4.3 +0.1
ESGU iShares ESG Aware MSCI USA ETF 27.2 15 50 5.3 +1.0
IYY iShares Dow Jones U.S. ETF 27.2 20 45 5.0 +0.8
IWB iShares Russell 1000 ETF 27.2 15 50 5.1 +0.9
DFUS Dimensional U.S. Equity ETF 27.1 9 56 5.1 +0.9
SUSA iShares MSCI USA ESG Select ETF 27.0 25 40 5.3 +1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 27.0 3 62 5.4 +1.2
GGRW Gabelli Growth Innovators ETF 27.0 90 -25 2.7 -1.6
VERS ProShares Metaverse ETF 26.9 58 7 -16.0 -20.2
APUE ActivePassive U.S. Equity ETF 26.8 45 20 4.9 +0.7
RUFF Alpha Dog ETF 26.8 94 -29 4.7 +0.4
SCHB Schwab U.S. Broad Market ETF 26.7 3 62 5.2 +0.9
SFYF SoFi Social 50 ETF 26.7 29 36 -3.4 -7.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 26.7 3 62 5.1 +0.9
FELC Fidelity Enhanced Large Cap Core ETF 26.7 18 47 5.6 +1.4
IWV iShares Russell 3000 ETF 26.7 20 45 5.0 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 26.6 37 28 4.3 +0.1
METV Roundhill Ball Metaverse ETF 26.5 59 6 3.4 -0.8
RECS Columbia Research Enhanced Core ETF 26.3 15 50 5.6 +1.4
CRTC Xtrackers US National Critical Technologies ETF 26.3 35 30 5.4 +1.1
SFY SoFi Select 500 ETF 26.1 0 65 4.8 +0.6
FBCG Fidelity Blue Chip Growth ETF 26.0 59 6 2.8 -1.4
DFAU Dimensional US Core Equity Market ETF 25.9 12 53 5.3 +1.1
WFH Direxion Work From Home ETF 25.9 45 20 6.5 +2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 25.9 11 54 5.0 +0.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 25.9 75 -10 3.6 -0.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 25.9 49 16 5.1 +0.9
LCF Touchstone US Large Cap Focused ETF 25.6 69 -4 4.4 +0.1
FIVG Defiance Next Gen Connectivity ETF 25.6 30 35 6.1 +1.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 25.5 15 50 7.4 +3.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 25.5 20 45 5.1 +0.9
DGRW WisdomTree US Quality Dividend Growth Fund 25.5 28 37 6.1 +1.9
DARP Grizzle Growth ETF 25.5 75 -10 3.9 -0.3
JHDV John Hancock U.S. High Dividend ETF 25.4 34 31 6.4 +2.2
JMOM JPMorgan U.S. Momentum Factor ETF 25.3 12 53 4.9 +0.6
SDEP SFP Core Equity Strategy 25.2 10 55 6.3 +2.0
RFFC ALPS Active Equity Opportunity ETF 25.2 48 17 4.4 +0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 25.1 19 46 6.5 +2.3
GDEF Goldman Sachs Defensive Equity ETF 25.1 55 10 4.8 +0.6
FCPI Fidelity Stocks for Inflation ETF 25.0 15 50 8.6 +4.4
MGC Vanguard Mega Cap ETF 25.0 7 58 5.1 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 24.9 18 47 5.6 +1.4
LRGF iShares U.S. Equity Factor ETF 24.9 8 57 5.9 +1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 24.9 9 56 5.4 +1.2
FDCF Fidelity Disruptive Communications ETF 24.8 50 15 2.7 -1.5
TTAC FCF US Quality ETF 24.8 59 6 6.3 +2.1
HLAL Wahed FTSE USA Shariah ETF 24.8 50 15 4.9 +0.6
SKYY First Trust Cloud Computing ETF 24.8 60 5 3.6 -0.7
RAFE PIMCO RAFI ESG U.S. ETF 24.7 29 36 7.2 +3.0
TOK iShares MSCI Kokusai ETF 24.7 26 39 5.2 +1.0
FDTX Fidelity Disruptive Technology ETF 24.7 50 15 3.0 -1.2
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 24.7 40 25 4.7 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 24.7 0 65 5.3 +1.1
QUS SPDR MSCI USA StrategicFactors ETF 24.6 15 50 5.9 +1.7
SMH VanEck Semiconductor ETF 24.6 35 30 4.7 +0.5
MTUM iShares MSCI USA Momentum Factor ETF 24.6 15 50 4.0 -0.2
PTF Invesco Dorsey Wright Technology Momentum ETF 24.5 60 5 0.7 -3.5
KNCT Invesco Next Gen Connectivity ETF 24.5 40 25 5.7 +1.4
LVOL American Century Low Volatility ETF 24.4 29 36 5.0 +0.8
JHML John Hancock Multifactor Large Cap ETF 24.4 29 36 5.6 +1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 24.3 32 33 5.0 +0.8
SNPE Xtrackers S&P 500 ESG ETF 24.3 10 55 5.3 +1.1
IGPT Invesco AI and Next Gen Software ETF 24.2 60 5 4.3 +0.1
AFLG First Trust Active Factor Large Cap ETF 24.2 55 10 6.2 +2.0
QGRO American Century U.S. Quality Growth ETF 24.1 29 36 4.8 +0.6
KOCG FIS Knights of Columbus Global Belief ETF 24.1 75 -10 5.4 +1.2
OALC OneAscent Large Cap Core ETF 24.1 86 -21 4.6 +0.4
ESGV Vanguard ESG U.S. Stock ETF 23.9 9 56 5.1 +0.9
CARZ First Trust NASDAQ Global Auto Index Fund 23.9 70 -5 2.9 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 23.8 25 40 5.6 +1.3
LCLG Logan Capital Broad Innovative Growth ETF 23.8 99 -34 4.8 +0.6
WOMN Impact Shares YWCA Women's Empowerment ETF 23.5 75 -10 4.9 +0.7
URTH iShares MSCI World ETF 23.5 24 41 5.4 +1.1
VV Vanguard Large-Cap ETF 23.4 4 61 5.3 +1.1
IQM Franklin Intelligent Machines ETF 23.4 50 15 3.5 -0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 23.4 45 20 3.2 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 23.3 17 48 5.6 +1.4
VOO Vanguard S&P 500 ETF 23.3 3 62 5.4 +1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 23.2 9 56 4.9 +0.7
ACVF American Conservative Values ETF 23.1 75 -10 4.4 +0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 23.1 80 -15 4.5 +0.3
STXD Strive 1000 Dividend Growth ETF 23.1 35 30 5.1 +0.9
AVUS Avantis U.S. Equity ETF 23.0 15 50 5.9 +1.7
FTXL First Trust Nasdaq Semiconductor ETF 23.0 60 5 6.0 +1.8
SOXX iShares Semiconductor ETF 23.0 35 30 5.5 +1.3
TIME Clockwise Core Equity & Innovation ETF 23.0 95 -30 1.4 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 23.0 10 55 5.3 +1.1
FXL First Trust Technology AlphaDEX Fund 23.0 61 4 5.2 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 22.9 10 55 5.3 +1.1
FVAL Fidelity Value Factor ETF 22.9 15 50 7.3 +3.1
DSI iShares MSCI KLD 400 Social ETF 22.9 25 40 5.3 +1.1
WRND IQ Global Equity R&D Leaders ETF 22.8 18 47 7.1 +2.9
JGLO JPMorgan Global Select Equity ETF 22.7 33 32 4.5 +0.3
VONE Vanguard Russell 1000 ETF 22.6 8 57 5.3 +1.1
QLV FlexShares US Quality Low Volatility Index Fund 22.6 22 43 4.0 -0.2
GK AdvisorShares Gerber Kawasaki ETF 22.6 75 -10 3.5 -0.7
GBUY Goldman Sachs Future Consumer Equity ETF 22.5 75 -10 3.7 -0.6
CGGR Capital Group Growth ETF 22.5 39 26 3.6 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 22.5 12 53 4.8 +0.6
OGIG ALPS O'Shares Global Internet Giants ETF 22.4 48 17 0.6 -3.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 22.4 79 -14 5.9 +1.7
FDLO Fidelity Low Volatility Factor ETF 22.3 15 50 5.4 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 22.2 55 10 4.2 -0.1
SOXQ Invesco PHLX Semiconductor ETF 22.2 19 46 4.9 +0.6
VTI Vanguard Total Stock Market ETF 22.0 3 62 5.1 +0.9
VTHR Vanguard Russell 3000 ETF 22.0 10 55 5.1 +0.9
IOO iShares Global 100 ETF 21.8 41 24 4.9 +0.6
NANC Unusual Whales Subversive Democratic Trading ETF 21.8 75 -10 3.9 -0.3
AOTG AOT Growth and Innovation ETF 21.8 75 -10 3.5 -0.8
TRFK Pacer Data and Digital Revolution ETF 21.7 60 5 4.6 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 21.7 35 30 5.1 +0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 21.6 20 45 5.3 +1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 21.6 48 17 6.1 +1.9
CGUS Capital Group Core Equity ETF 21.6 33 32 4.6 +0.4
BKWO BNY Mellon Women's Opportunities ETF 21.4 50 15 4.1 -0.2
INNO Harbor Disruptive Innovation ETF 21.1 75 -10 -1.5 -5.8
ACWI iShares MSCI ACWI ETF 21.0 32 33 5.5 +1.2
GLOF iShares Global Equity Factor ETF 20.9 20 45 7.2 +3.0
IUS Invesco RAFI Strategic US ETF 20.9 19 46 7.2 +3.0
USXF iShares ESG Advanced MSCI USA ETF 20.9 10 55 5.4 +1.2
NULC Nuveen ESG Large-Cap ETF 20.9 21 44 5.7 +1.5
SPMV Invesco S&P 500 Minimum Variance ETF 20.6 10 55 5.6 +1.4
PSI Invesco Semiconductors ETF 20.5 57 8 4.5 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 20.5 42 23 5.2 +1.0
VUSE Vident U.S. Equity Strategy ETF 20.5 50 15 3.5 -0.8
PDP Invesco Dorsey Wright Momentum ETF 20.5 62 3 3.6 -0.6
JVAL JPMorgan U.S. Value Factor ETF 20.4 12 53 8.2 +4.0
GGME Invesco Next Gen Media and Gaming ETF 20.2 60 5 3.9 -0.3
VIG Vanguard Dividend Appreciation ETF 20.2 6 59 5.7 +1.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 20.1 29 36 6.1 +1.9
VNSE Natixis Vaughan Nelson Select ETF 20.1 80 -15 3.3 -1.0
FCLD Fidelity Cloud Computing ETF 19.9 39 26 3.3 -0.9
IVRS iShares Future Metaverse Tech and Communications ETF 19.8 47 18 -3.9 -8.1
WISE Themes Generative Artificial Intelligence ETF 19.8 35 30 2.3 -2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 19.8 28 37 6.1 +1.8
SQEW LeaderShares Equity Skew ETF 19.8 81 -16 4.0 -0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 19.6 52 13 5.6 +1.4
PNQI Invesco NASDAQ Internet ETF 19.5 60 5 2.6 -1.6
FDVV Fidelity High Dividend ETF 19.5 15 50 9.0 +4.8
ROE Astoria US Quality Kings ETF 19.5 49 16 7.8 +3.6
FDRR Fidelity Dividend ETF for Rising Rates 19.5 15 50 7.7 +3.5
FSST Fidelity Sustainable U.S. Equity ETF 19.5 59 6 2.8 -1.4
PFM Invesco Dividend Achievers ETF 19.4 53 12 5.5 +1.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 19.3 68 -3 4.2 -0.0
ZECP Zacks Earnings Consistent Portfolio ETF 19.3 55 10 4.7 +0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 19.2 15 50 9.9 +5.6
BUZZ VanEck Social Sentiment ETF 19.2 75 -10 0.2 -4.0
MILN Global X Millennial Consumer ETF 19.1 50 15 3.1 -1.1
SAMT Strategas Macro Thematic Opportunities ETF 19.0 65 0 4.7 +0.5
JOET Virtus Terranova US Quality Momentum ETF 18.9 29 36 5.2 +1.0
SPHB Invesco S&P 500 High Beta ETF 18.9 25 40 4.0 -0.2
ARVR First Trust Indxx Metaverse ETF 18.7 70 -5 1.7 -2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 18.6 45 20 5.3 +1.1
DRIV Global X Autonomous & Electric Vehicles ETF 18.6 68 -3 5.7 +1.4
DVND Touchstone Dividend Select ETF 18.6 67 -2 6.0 +1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 18.6 58 7 5.0 +0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 18.5 9 56 5.7 +1.4
CGGO Capital Group Global Growth Equity ETF 18.4 47 18 4.8 +0.5
XLC Communication Services Select Sector SPDR Fund 18.4 9 56 6.9 +2.6
TRFM AAM Transformers ETF 18.3 49 16 1.5 -2.7
GURU Global X Guru Index ETF 18.3 75 -10 1.8 -2.4
NBDS Neuberger Berman Disrupters ETF 18.3 55 10 1.5 -2.7
GINN Goldman Sachs Innovate Equity ETF 18.0 52 13 2.7 -1.5
ANEW ProShares MSCI Transformational Changes ETF 18.0 45 20 3.6 -0.6
LEAD Siren DIVCON Leaders Dividend ETF 17.8 43 22 5.2 +1.0
DTD WisdomTree U.S. Total Dividend Fund 17.7 28 37 6.3 +2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 17.5 56 9 6.2 +2.0
DIA SPDR Dow Jones Industrial Average ETF Trust 17.2 16 49 5.8 +1.5
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 17.2 106 -41 4.0 -0.3
FDG American Century Focused Dynamic Growth ETF 17.1 45 20 2.7 -1.5
VOX Vanguard Communication Services ETF 17.0 10 55 5.1 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 17.0 30 35 5.9 +1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 16.9 25 40 5.7 +1.5
NULG Nuveen ESG Large-Cap Growth ETF 16.8 26 39 4.7 +0.5
FCOM Fidelity MSCI Communication Services Index ETF 16.8 8 57 5.2 +1.0
ACSI American Customer Satisfaction ETF 16.7 65 0 4.5 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 16.7 60 5 5.3 +1.1
CHGX AXS Change Finance ESG ETF 16.6 49 16 5.1 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 16.5 15 50 5.8 +1.6
EDOW First Trust Dow 30 Equal Weight ETF 16.4 50 15 5.9 +1.7
IXP iShares Global Comm Services ETF 16.3 42 23 5.4 +1.2
GDIV Harbor Dividend Growth Leaders ETF 16.1 50 15 5.7 +1.5
MOTE VanEck Morningstar ESG Moat ETF 15.9 49 16 5.3 +1.1
CGDV Capital Group Dividend Value ETF 15.9 33 32 5.7 +1.5
FNDX Schwab Fundamental US Large Co. Index ETF 15.8 25 40 7.1 +2.9
ITAN Sparkline Intangible Value ETF 15.8 50 15 6.6 +2.4
INCE Franklin Income Equity Focus ETF 15.8 29 36 5.7 +1.5
ROUS Hartford Multifactor US Equity ETF 15.7 19 46 6.9 +2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 15.7 15 50 6.7 +2.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 15.6 40 25 8.0 +3.8
FTC First Trust Large Cap Growth AlphaDEX Fund 15.6 59 6 2.9 -1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.4 80 -15 6.0 +1.7
ILCV iShares Morningstar Value ETF 15.4 4 61 6.4 +2.2
RDVY First Trust Rising Dividend Achievers ETF 15.1 50 15 9.4 +5.2
QTUM Defiance Quantum ETF 15.1 40 25 4.4 +0.2
VFQY Vanguard U.S. Quality Factor ETF 14.8 13 52 7.4 +3.2
FNDB Schwab Fundamental US Broad Market Index ETF 14.8 25 40 7.0 +2.8
VT Vanguard Total World Stock ETF 14.8 7 58 5.8 +1.6
PEXL Pacer US Export Leaders ETF 14.6 60 5 5.3 +1.1
FDN First Trust Dow Jones Internet Index Fund 14.6 52 13 2.4 -1.9
FDND FT Vest Dow Jones Internet & Target Income ETF 14.6 75 -10 2.3 -2.0
TINY ProShares Nanotechnology ETF 14.6 58 7 1.4 -2.9
WUGI AXS Esoterica NextG Economy ETF 14.5 75 -10 2.8 -1.4
HLGE Hartford Longevity Economy ETF 14.5 44 21 6.1 +1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 14.3 18 47 5.8 +1.6
AIEQ AI Powered Equity ETF 14.2 75 -10 3.4 -0.9
JEPI JPMorgan Equity Premium Income ETF 14.1 35 30 5.4 +1.2
FDWM Fidelity Women's Leadership ETF 13.9 59 6 5.0 +0.8
EQWL Invesco S&P 100 Equal Weight ETF 13.8 25 40 6.7 +2.5
SPGP Invesco S&P 500 GARP ETF 13.8 34 31 8.2 +4.0
HAPY Harbor Human Capital Factor Unconstrained ETF 13.7 50 15 4.7 +0.5
VFMO Vanguard U.S. Momentum Factor ETF 13.7 13 52 2.3 -1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 13.6 60 5 4.4 +0.1
NTZG Nuveen Global Net Zero Transition ETF 13.6 56 9 4.8 +0.6
AVLV Avantis U.S. Large Cap Value ETF 13.5 15 50 7.5 +3.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 13.4 35 30 6.3 +2.1
TOLL Tema Monopolies and Oligopolies ETF 13.4 75 -10 2.8 -1.5
KRUZ Unusual Whales Subversive Republican Trading ETF 13.4 75 -10 5.7 +1.4
IDAT iShares Future Cloud 5G and Tech ETF 13.3 47 18 4.4 +0.1
BWEB Bitwise Web3 ETF 13.1 85 -20 0.9 -3.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 13.1 70 -5 4.8 +0.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 13.1 75 -10 3.1 -1.1
DGRO iShares Core Dividend Growth ETF 13.0 8 57 6.5 +2.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 12.8 61 4 2.7 -1.5
IBOT Vaneck Robotics ETF 12.8 47 18 3.7 -0.5
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 12.8 75 -10 5.7 +1.5
PY Principal Value ETF 12.6 15 50 7.4 +3.2
VALQ American Century U.S. Quality Value ETF 12.6 29 36 7.5 +3.3
XT iShares Exponential Technologies ETF 12.6 46 19 4.7 +0.5
FFND Future Fund Active ETF 12.6 100 -35 -0.2 -4.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 12.3 65 0 1.3 -3.0
HKND Humankind US Stock ETF 12.2 11 54 7.1 +2.9
IYJ iShares U.S. Industrials ETF 11.8 40 25 4.9 +0.7
BULD Pacer BlueStar Engineering the Future ETF 11.8 60 5 1.2 -3.0
XLF Financial Select Sector SPDR Fund 11.7 9 56 5.9 +1.7
IBLC iShares Blockchain and Tech ETF 11.6 47 18 -0.9 -5.1
FTCS First Trust Capital Strength ETF 11.5 55 10 5.6 +1.3
BUYZ Franklin Disruptive Commerce ETF 11.4 50 15 2.2 -2.1
BLOK Amplify Transformational Data Sharing ETF 11.4 75 -10 0.9 -3.3
FNCL Fidelity MSCI Financials Index ETF 11.3 8 57 6.3 +2.0
SPRX Spear Alpha ETF 11.3 75 -10 2.5 -1.7
VFH Vanguard Financials ETF 11.3 10 55 6.3 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 11.1 9 56 5.6 +1.4
DTEC ALPS Disruptive Technologies ETF 11.1 50 15 3.2 -1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 11.1 65 0 5.4 +1.2
NXTG First Trust Indxx NextG ETF 11.1 70 -5 5.9 +1.7
IPDP Dividend Performers ETF 10.8 122 -57 5.3 +1.0
PRF Invesco FTSE RAFI US 1000 ETF 10.8 39 26 7.1 +2.9
SURE AdvisorShares Insiders Advantage ETF 10.8 90 -25 10.1 +5.9
VLU SPDR S&P 1500 Value Tilt ETF 10.7 12 53 7.1 +2.9
FPAG FPA Global Equity ETF 10.5 49 16 5.5 +1.2
FDFF Fidelity Disruptive Finance ETF 10.4 50 15 4.6 +0.4
PRAY FIS Christian Stock Fund 10.3 69 -4 6.0 +1.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 10.3 69 -4 -0.0 -4.2
BTEK Future Tech ETF 10.3 88 -23 2.3 -2.0
WLDR Affinity World Leaders Equity ETF 10.1 67 -2 8.4 +4.2
BIBL Inspire 100 ETF 9.9 35 30 5.1 +0.9
ISHP First Trust Nasdaq Retail ETF 9.9 60 5 3.2 -1.0
ROBO ROBO Global Robotics & Automation Index ETF 9.8 95 -30 3.3 -1.0
HART IQ Healthy Hearts ETF 9.8 45 20 5.2 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.8 65 0 8.3 +4.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.8 50 15 7.7 +3.5
RWL Invesco S&P 500 Revenue ETF 9.7 39 26 6.8 +2.5
DEUS Xtrackers Russell US Multifactor ETF 9.7 17 48 7.1 +2.9
XSD SPDR S&P Semiconductor ETF 9.6 35 30 4.7 +0.5
SHRY First Trust Bloomberg Shareholder Yield ETF 9.6 60 5 7.0 +2.7
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 9.4 41 24 11.8 +7.6
KONG Formidable Fortress ETF 9.4 89 -24 5.8 +1.6
GDVD R3 Global Dividend Growth ETF 9.3 88 -23 5.6 +1.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 9.3 47 18 1.9 -2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.3 9 56 6.1 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 9.2 50 15 7.0 +2.8
IXG iShares Global Financials ETF 9.2 42 23 6.6 +2.4
SOCL Global X Social Media ETF 9.2 65 0 -6.1 -10.3
SSPY Syntax Stratified LargeCap ETF 9.1 30 35 6.6 +2.3
MRAD SmartETFs Advertising & Marketing Technology ETF 9.1 68 -3 5.7 +1.4
CBSE Clough Select Equity ETF 9.1 85 -20 -1.5 -5.7
FEX First Trust Large Cap Core AlphaDEX Fund 8.9 59 6 6.0 +1.8
CFA VictoryShares US 500 Volatility Wtd ETF 8.9 35 30 5.9 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.9 40 25 5.9 +1.7
NETZ TCW Transform Systems ETF 8.9 75 -10 3.8 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.8 64 1 2.2 -2.1
IYG iShares US Financial Services ETF 8.8 40 25 5.6 +1.4
DGT SPDR Global Dow ETF 8.8 50 15 6.6 +2.4
DUSA Davis Select U.S. Equity ETF 8.7 61 4 7.2 +3.0
PTL Inspire 500 ETF 8.7 9 56 5.8 +1.5
POWA Invesco Bloomberg Pricing Power ETF 8.7 40 25 5.6 +1.4
XSW SPDR S&P Software & Services ETF 8.6 35 30 2.3 -1.9
PKW Invesco Buyback Achievers ETF 8.6 62 3 7.1 +2.9
ETHO Etho Climate Leadership U.S. ETF 8.6 47 18 3.5 -0.7
BNGE First Trust S-Network Streaming and Gaming ETF 8.6 70 -5 -2.1 -6.4
LOUP Innovator Deepwater Frontier Tech ETF 8.5 70 -5 1.9 -2.3
FBOT Fidelity Disruptive Automation ETF 8.5 50 15 3.8 -0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 8.4 20 45 6.1 +1.9
ARKF ARK Fintech Innovation ETF 8.4 75 -10 -0.3 -4.5
XTL SPDR S&P Telecom ETF 8.4 35 30 6.1 +1.9
IYZ iShares U.S. Telecommunications ETF 8.1 40 25 7.8 +3.6
VFMV Vanguard U.S. Minimum Volatility ETF 8.1 13 52 5.1 +0.9
MOAT VanEck Morningstar Wide Moat ETF 8.1 46 19 6.1 +1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.1 7 58 8.3 +4.1
WTV WisdomTree US Value Fund of Benef Interest 8.0 12 53 9.3 +5.1
VFMF Vanguard U.S. Multifactor ETF 8.0 18 47 8.5 +4.3
EUSA iShares MSCI USA Equal Weighted ETF 8.0 9 56 6.0 +1.8
PFI Invesco Dorsey Wright Financial Momentum ETF 8.0 60 5 5.5 +1.3
FINX Global X FinTech ETF 8.0 68 -3 3.4 -0.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.9 25 40 5.4 +1.2
VOT Vanguard Mid-Cap Growth ETF 7.8 7 58 4.2 -0.0
ARKW ARK Next Generation Internet ETF 7.7 87 -22 -0.9 -5.1
CWS AdvisorShares Focused Equity ETF 7.7 84 -19 4.8 +0.6
SIZE iShares MSCI USA Size Factor ETF 7.7 15 50 6.0 +1.7
DWLD Davis Select Worldwide ETF 7.6 63 2 7.0 +2.7
ALTL Pacer Lunt Large Cap Alternator ETF 7.6 60 5 5.0 +0.8
SPLV Invesco S&P 500 Low Volatility ETF 7.6 25 40 5.4 +1.1
USMF WisdomTree U.S. Multifactor Fund 7.6 28 37 7.6 +3.4
DIVZ TrueShares Low Volatility Equity Income ETF 7.6 65 0 8.4 +4.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.6 29 36 8.3 +4.0
EQUL IQ Engender Equality ETF 7.5 45 20 6.8 +2.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.5 18 47 7.4 +3.2
SYNB Putnam BioRevolution ETF 7.4 70 -5 2.9 -1.3
INEQ Columbia International Equity Income ETF 7.4 45 20 6.4 +2.2
SNPV Xtrackers S&P 500 Value ESG ETF 7.4 15 50 6.6 +2.4
VLUE iShares MSCI USA Value Factor ETF 7.3 15 50 10.6 +6.4
NULV Nuveen ESG Large-Cap Value ETF 7.3 26 39 6.9 +2.7
RSP Invesco S&P 500 Equal Weight ETF 7.3 20 45 6.2 +2.0
ACWV iShares MSCI Global Min Vol Factor ETF 7.3 20 45 6.2 +2.0
CLNR IQ Cleaner Transport ETF 7.2 45 20 6.3 +2.1
KLDW Knowledge Leaders Developed World ETF 7.1 75 -10 4.8 +0.6
BFOR ALPS Barron's 400 ETF 7.1 65 0 6.4 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 7.1 20 45 7.2 +3.0
AGQI First Trust Active Global Quality Income ETF 7.1 85 -20 5.4 +1.2
ULVM VictoryShares US Value Momentum ETF 6.8 20 45 7.5 +3.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 6.8 58 7 4.7 +0.5
MOTO SmartETFs Smart Transportation & Technology ETF 6.7 68 -3 7.1 +2.9
XITK SPDR FactSet Innovative Technology ETF 6.6 45 20 2.7 -1.5
FFTY Innovator IBD 50 ETF 6.5 80 -15 1.3 -2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.5 52 13 5.4 +1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.5 58 7 5.3 +1.1
BOUT Innovator IBD Breakout Opportunities ETF 6.5 81 -16 2.9 -1.3
MBOX Freedom Day Dividend ETF 6.4 39 26 7.7 +3.5
WCLD WisdomTree Cloud Computing Fund 6.2 45 20 1.7 -2.6
YALL God Bless America ETF 6.1 65 0 3.8 -0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.1 75 -10 7.4 +3.2
BPAY BlackRock Future Financial and Technology ETF 6.0 70 -5 8.9 +4.7
CIBR First Trust NASDAQ Cybersecurity ETF 5.9 60 5 4.2 +0.0
MAKX ProShares S&P Kensho Smart Factories ETF 5.9 58 7 1.1 -3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.9 6 59 4.4 +0.2
FITE SPDR S&P Kensho Future Security ETF 5.9 45 20 2.4 -1.8
CLOU Global X Cloud Computing ETF 5.9 68 -3 2.1 -2.1
SCHV Schwab U.S. Large-Cap Value ETF 5.8 4 61 6.6 +2.4
EVUS iShares ESG Aware MSCI USA Value ETF 5.7 18 47 6.6 +2.4
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 5.7 60 5 3.8 -0.5
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 13 5.7 +1.5
DSTL Distillate US Fundamental Stability & Value ETF 5.6 39 26 7.6 +3.3
IVE iShares S&P 500 Value ETF 5.6 18 47 6.5 +2.3
SPYV SPDR Portfolio S&P 500 Value ETF 5.6 4 61 6.7 +2.4
VO Vanguard Mid-Cap ETF 5.6 4 61 5.9 +1.7
VOOV Vanguard S&P 500 Value ETF 5.5 10 55 6.6 +2.4
JSTC Adasina Social Justice All Cap Global ETF 5.5 89 -24 4.9 +0.6
RUNN Running Oak Efficient Growth ETF 5.4 58 7 5.0 +0.8
MGV Vanguard Mega Cap Value ETF 5.3 7 58 6.6 +2.4
IUSV iShares Core S&P US Value ETF 5.3 4 61 6.7 +2.5
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.3 40 25 6.8 +2.6
VTV Vanguard Value ETF 5.2 4 61 6.8 +2.6
DTCR Global X Data Center & Digital Infrastructure ETF 5.2 50 15 2.7 -1.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 5.2 75 -10 5.0 +0.8
DIVB iShares Core Dividend ETF 5.2 5 60 7.8 +3.6
KOMP SPDR S&P Kensho New Economies Composite ETF 5.2 20 45 1.1 -3.1
OCEN IQ Clean Oceans ETF 5.1 45 20 5.6 +1.4
AUSF Global X Adaptive U.S. Factor ETF 5.1 27 38 8.7 +4.5
BGIG Bahl & Gaynor Income Growth ETF 4.9 45 20 5.2 +1.0
OND ProShares On-Demand ETF 4.8 58 7 -2.2 -6.4
VICE AdvisorShares Vice ETF 4.8 99 -34 5.4 +1.2
BOTZ Global X Robotics & Artificial Intelligence ETF 4.8 69 -4 2.5 -1.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.7 15 50 6.9 +2.7
IMCB iShares Morningstar Mid-Cap ETF 4.6 4 61 6.2 +2.0
VIRS Pacer BioThreat Strategy ETF 4.6 70 -5 6.1 +1.9
BUL Pacer US Cash Cows Growth ETF 4.6 60 5 7.9 +3.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 4.6 78 -13 9.3 +5.1
IWX iShares Russell Top 200 Value ETF 4.5 20 45 6.4 +2.2
DIP BTD Capital Fund 4.5 129 -64 6.2 +2.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.5 39 26 -0.7 -4.9
REVS Columbia Research Enhanced Value ETF 4.5 19 46 7.6 +3.4
DIVS SmartETFs Dividend Builder ETF 4.4 65 0 5.1 +0.8
SNSR Global X Internet of Things ETF 4.4 68 -3 4.3 +0.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.4 12 53 5.6 +1.3
ROYA Tema Global Royalties ETF 4.4 75 -10 4.4 +0.2
WCBR WisdomTree Cybersecurity Fund 4.3 45 20 2.0 -2.2
BUG Global X Cybersecurity ETF 4.3 51 14 2.2 -2.0
IHAK iShares Cybersecurity & Tech ETF 4.3 47 18 3.2 -1.0
SPAM Themes Cybersecurity ETF 4.3 35 30 2.0 -2.2
JAVA JPMorgan Active Value ETF 4.3 44 21 6.1 +1.9
BLES Inspire Global Hope ETF 4.3 61 4 6.4 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 4.3 20 45 5.8 +1.6
FELV Fidelity Enhanced Large Cap Value ETF 4.2 18 47 6.5 +2.2
TXS Texas Capital Texas Equity Index ETF 4.2 49 16 5.3 +1.1
TINT ProShares Smart Materials ETF 4.2 58 7 5.6 +1.4
ARKQ ARK Autonomous Technology & Robotics ETF 4.2 75 -10 2.4 -1.9
VONV Vanguard Russell 1000 Value ETF 4.2 8 57 6.6 +2.4
JRNY ALPS Global Travel Beneficiaries ETF 4.1 65 0 -1.2 -5.5
DHS WisdomTree U.S. High Dividend Fund 4.0 38 27 8.1 +3.9
FDL First Trust Morningstar Dividend Leaders Index Fund 4.0 45 20 9.2 +4.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.0 39 26 8.6 +4.4
NUDV Nuveen ESG Dividend ETF 4.0 26 39 7.3 +3.1
DIVY Sound Equity Dividend Income ETF 3.8 45 20 10.6 +6.4
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 23 6.5 +2.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.8 39 26 3.9 -0.4
VFLO VictoryShares Free Cash Flow ETF 3.8 39 26 8.6 +4.4
MDLV Morgan Dempsey Large Cap Value ETF 3.8 58 7 8.2 +4.0
VXF Vanguard Extended Market ETF 3.8 6 59 4.0 -0.3
BITQ Bitwise Crypto Industry Innovators ETF 3.8 85 -20 -1.5 -5.8
CGRO CoreValues Alpha Greater China Growth ETF 3.7 75 -10 0.0 -4.2
IYC iShares U.S. Consumer Discretionary ETF 3.7 40 25 3.9 -0.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.6 61 4 -1.0 -5.3
SRHQ SRH U.S. Quality ETF 3.6 35 30 7.8 +3.5
IWD iShares Russell 1000 Value ETF 3.6 19 46 6.5 +2.2
PWV Invesco Large Cap Value ETF 3.5 55 10 8.0 +3.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.5 56 9 1.3 -2.9
SDY SPDR S&P Dividend ETF 3.5 35 30 6.1 +1.9
IWR iShares Russell Midcap ETF 3.4 19 46 5.6 +1.4
AESR Anfield U.S. Equity Sector Rotation ETF 3.4 108 -43 4.4 +0.1
FMDE Fidelity Enhanced Mid Cap ETF 3.4 23 42 6.3 +2.1
TMFG Motley Fool Global Opportunities ETF 3.3 85 -20 3.4 -0.8
IWP iShares Russell Mid-Cap Growth ETF 3.3 23 42 4.0 -0.2
WCEO Hypatia Women CEO ETF 3.3 85 -20 4.7 +0.5
HAIL SPDR S&P Kensho Smart Mobility ETF 3.3 45 20 -2.8 -7.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.2 60 5 5.5 +1.3
TEMP JPMorgan Climate Change Solutions ETF 3.2 49 16 5.3 +1.1
VYM Vanguard High Dividend Yield Index ETF 3.2 6 59 7.1 +2.9
WGMI Valkyrie Bitcoin Miners ETF 3.1 75 -10 -7.0 -11.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.1 24 41 7.7 +3.5
IEDI iShares U.S. Consumer Focused ETF 3.0 18 47 5.2 +0.9
FTDS First Trust Dividend Strength ETF 3.0 70 -5 8.8 +4.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.9 85 -20 3.6 -0.6
STCE Schwab Crypto Thematic ETF 2.9 30 35 2.1 -2.2
SMOT VanEck Morningstar SMID Moat ETF 2.9 49 16 6.3 +2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 5 6.9 +2.7
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 65 11.4 +7.2
STXV Strive 1000 Value ETF 2.7 18 47 7.7 +3.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.7 49 16 10.7 +6.5
FBCV Fidelity Blue Chip Value ETF 2.6 59 6 7.3 +3.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.5 20 45 5.6 +1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.5 15 50 4.7 +0.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.5 27 38 7.5 +3.2
CVAR Cultivar ETF 2.5 87 -22 7.2 +3.0
BNE Blue Horizon BNE ETF 2.5 87 -22 5.2 +1.0
MDCP VictoryShares THB Mid Cap ESG ETF 2.4 55 10 5.8 +1.6
VSDA VictoryShares Dividend Accelerator ETF 2.3 35 30 6.7 +2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 35 8.0 +3.8
SDOG ALPS Sector Dividend Dogs ETF 2.3 36 29 9.3 +5.1
DFUV Dimensional US Marketwide Value ETF 2.3 22 43 7.6 +3.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.3 61 4 6.5 +2.3
FPX First Trust US Equity Opportunities ETF 2.3 61 4 1.7 -2.5
DFLV Dimensional US Large Cap Value ETF 2.2 22 43 7.8 +3.6
QQQN VictoryShares Nasdaq Next 50 ETF 2.2 18 47 4.4 +0.1
ARKK ARK Innovation ETF 2.2 75 -10 -4.3 -8.5
SCHM Schwab U.S. Mid-Cap ETF 2.2 4 61 6.3 +2.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.2 85 -20 -1.0 -5.2
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.2 60 5 4.8 +0.5
IBUY Amplify Online Retail ETF 2.2 65 0 1.5 -2.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.2 52 13 6.8 +2.6
GCOW Pacer Global Cash Cows Dividend ETF 2.1 60 5 12.1 +7.9
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 36 10.1 +5.9
IWFH iShares Virtual Work and Life Multisector ETF 2.1 47 18 -4.2 -8.4
CNRG SPDR S&P Kensho Clean Power ETF 2.1 45 20 2.4 -1.9
FIXT Procure Disaster Recovery Strategy ETF 2.1 75 -10 5.9 +1.7
PPA Invesco Aerospace & Defense ETF 2.1 58 7 3.1 -1.1
ROKT SPDR S&P Kensho Final Frontiers ETF 2.1 45 20 2.7 -1.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.1 40 25 7.5 +3.3
BKCH Global X Blockchain ETF 2.0 50 15 -3.7 -7.9
GVLU Gotham 1000 Value ETF 2.0 50 15 7.6 +3.4
SMRI Bushido Capital US Equity ETF 2.0 71 -6 9.5 +5.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 59 8.1 +3.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.9 30 35 8.5 +4.3
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 13 6.3 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.8 54 11 6.3 +2.0
HELX Franklin Genomic Advancements ETF 1.8 50 15 0.1 -4.2
DIV Global X SuperDividend US ETF 1.8 45 20 7.8 +3.6
IWS iShares Russell Mid-Cap Value ETF 1.8 23 42 6.5 +2.3
VFVA Vanguard U.S. Value Factor ETF 1.8 13 52 10.3 +6.1
DEW WisdomTree Global High Dividend Fund 1.7 58 7 8.7 +4.5
MAGA Point Bridge America First ETF 1.7 72 -7 6.4 +2.1
PEY Invesco High Yield Equity Dividend Achievers ETF 1.7 52 13 9.4 +5.2
ICAP InfraCap Equity Income Fund ETF 1.6 171 -106 6.5 +2.3
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 20 -0.5 -4.7
PRNT 3D Printing ETF 1.6 66 -1 -1.2 -5.5
MINV Matthews Asia Innovators Active ETF 1.6 79 -14 1.0 -3.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 50 5.4 +1.1
UDI USCF Dividend Income Fund 1.6 65 0 7.4 +3.2
VB Vanguard Small-Cap ETF 1.5 5 60 5.2 +1.0
BECO BlackRock Future Climate and Sustainable Economy ETF 1.5 70 -5 12.8 +8.6
GFOF Grayscale Future of Finance ETF 1.5 70 -5 0.2 -4.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 6 8.4 +4.2
VBK Vanguard Small-Cap Growth ETF 1.4 7 58 1.4 -2.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 30 6.0 +1.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.3 47 18 5.7 +1.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 58 8.8 +4.5
SFYX SoFi Next 500 ETF 1.3 0 65 5.0 +0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 30 8.1 +3.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 27 8.1 +3.9
DVY iShares Select Dividend ETF 1.2 38 27 8.6 +4.3
FDIV MarketDesk Focused U.S. Dividend ETF 1.1 35 30 4.6 +0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 45 7.9 +3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 58 5.6 +1.4
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 0 7.2 +3.0
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 50 7.1 +2.9
SMMD iShares Russell 2500 ETF 1.0 15 50 5.8 +1.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.0 25 40 6.2 +2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.0 67 -2 9.2 +5.0
FVD First Trust Value Line Dividend Index Fund 1.0 65 0 6.2 +2.0
VOE Vanguard Mid-Cap Value ETF 1.0 7 58 7.3 +3.1
CSMD Congress SMid Growth ETF 1.0 69 -4 4.1 -0.2
DIVL Madison Dividend Value ETF 1.0 65 0 5.7 +1.4
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 34 3.9 -0.3
SYLD Cambria Shareholder Yield ETF 1.0 59 6 11.2 +7.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 26 4.3 +0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 48 5.8 +1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 50 5.8 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 0.9 38 27 8.3 +4.1
IJH iShares Core S&P Mid-Cap ETF 0.9 5 60 6.6 +2.4
MDY SPDR S&P Midcap 400 ETF Trust 0.9 23 42 6.5 +2.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 62 6.7 +2.4
FLV American Century Focused Large Cap Value ETF 0.9 42 23 6.6 +2.4
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 5 6.8 +2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 61 5.9 +1.7
SMDY Syntax Stratified MidCap ETF 0.7 35 30 5.6 +1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 53 6.6 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 50 6.9 +2.7
TMFX Motley Fool Next Index ETF 0.7 50 15 3.0 -1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 55 6.6 +2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 15 50 5.8 +1.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.7 80 -15 4.6 +0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -30 1.6 -2.6
DURA VanEck Durable High Dividend ETF 0.5 29 36 7.1 +2.9
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -7 6.4 +2.1
ARKX ARK Space Exploration & Innovation ETF 0.5 75 -10 2.2 -2.0
IVES Wedbush ETFMG Global Cloud Technology ETF 0.5 68 -3 1.6 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 34 7.0 +2.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.5 60 5 9.2 +5.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 45 9.9 +5.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 50 6.2 +2.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.5 61 4 4.9 +0.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 41 7.3 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 50 6.9 +2.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 30 5.5 +1.3
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 40 6.4 +2.2
XMMO Invesco S&P MidCap Momentum ETF 0.5 34 31 5.4 +1.2
FLDZ RiverNorth Patriot ETF 0.5 75 -10 5.6 +1.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 8.6 +4.4
SPVM Invesco S&P 500 Value with Momentum ETF 0.5 39 26 8.4 +4.2
QVAL Alpha Architect US Quantitative Value ETF 0.5 39 26 11.4 +7.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 40 7.5 +3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -5 2.2 -2.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 47 7.6 +3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3 15 50 7.6 +3.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 5 6.9 +2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 5 6.0 +1.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -5 3.8 -0.4
FPXI First Trust International Equity Opportunities ETF 0.3 70 -5 4.0 -0.2
RPV Invesco S&P 500 Pure Value ETF 0.3 35 30 9.8 +5.6
IPO Renaissance IPO ETF 0.2 60 5 -2.0 -6.2
ESPO VanEck Video Gaming and eSports ETF 0.2 56 9 4.2 -0.1
HERO Global X Video Games & Esports ETF 0.2 50 15 4.3 +0.1
NERD Roundhill Video Games ETF 0.2 50 15 7.0 +2.7
ODDS Pacer BlueStar Digital Entertainment ETF 0.2 60 5 2.3 -1.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.2 35 30 9.2 +5.0
QDIV Global X S&P 500 Quality Dividend ETF 0.2 20 45 7.8 +3.6
TGRW T. Rowe Price Growth Stock ETF 0.2 52 13 4.0 -0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.2 30 35 6.7 +2.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.2 13 52 9.4 +5.2
VBR Vanguard Small Cap Value ETF 0.2 7 58 7.8 +3.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.2 45 20 -6.9 -11.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 30 6.5 +2.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 23 6.4 +2.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 15 50 7.7 +3.4
FRNW Fidelity Clean Energy ETF 0.2 39 26 3.7 -0.5
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.2 45 20 5.8 +1.6
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -14 4.9 +0.7
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 6 3.4 -0.8
ACES ALPS Clean Energy ETF 0.2 55 10 -3.3 -7.5
FXN First Trust Energy AlphaDEX Fund 0.2 62 3 1.1 -3.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 7 0.1 -4.2
RNEW VanEck Green Infrastructure ETF 0.2 45 20 -1.5 -5.7
SMOG VanEck Low Carbon Energy ETF 0.2 61 4 2.7 -1.5
CTEC Global X CleanTech ETF 0.2 50 15 2.5 -1.7
RAYS Global X Solar ETF 0.2 51 14 7.1 +2.9
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 3 3.2 -1.0
PBD Invesco Global Clean Energy ETF 0.2 75 -10 -7.0 -11.2
PBW Invesco WilderHill Clean Energy ETF 0.2 66 -1 -11.5 -15.7
TAN Invesco Solar ETF 0.2 67 -2 3.2 -1.0
ETEC iShares Breakthrough Environmental Solutions ETF 0.2 47 18 8.0 +3.8
ICLN iShares Global Clean Energy ETF 0.2 41 24 4.8 +0.6
IYE iShares U.S. Energy ETF 0.2 40 25 6.9 +2.6
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 16 5.6 +1.4
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 30 2.5 -1.7
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.2 35 30 5.0 +0.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 59 2.4 -1.8
ISMD Inspire Small/Mid Cap ETF 0.2 54 11 5.6 +1.4
EZM WisdomTree U.S. MidCap Fund 0.2 38 27 7.8 +3.6
TCHP T. Rowe Price Blue Chip Growth ETF 0.2 57 8 3.5 -0.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.2 60 5 10.3 +6.1
SCHA Schwab U.S. Small-Cap ETF 0.1 4 61 4.5 +0.3
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 15 4.8 +0.6
ISCB iShares Morningstar Small-Cap ETF 0.1 4 61 5.1 +0.9
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 37 7.9 +3.7
TEQI T. Rowe Price Equity Income ETF 0.1 54 11 4.0 -0.2

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share 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
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 First Trust Expanded Technology ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 27.3 %
Divided by: Fwd. P/BV 5.6 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 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.