First Trust Expanded Technology ETF
ALTAR
Score™		 6.5% info Recommen-
dation		 NEUTRAL
2022E    2023E
P/E
ratio		 21.6x P/Sales
ratio		 5.8x
P/BV
ratio		 6.2x Div.
yield		 0.9%


  • 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) $6
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 51
Wgt avg mkt cap (mns) $503,342
Large cap (>$10bn) 100.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
META PLATFORMS INC 4.6 %
ALPHABET INC. CLASS A 4.6 %
NVIDIA CORP 4.6 %
MICROSOFT CORP 4.6 %
APPLE INC 4.5 %
VISA INC-CLASS A SHARES 4.5 %
MASTERCARD INC-CLASS A 4.5 %
BROADCOM INC. 3.8 %
CISCO SYSTEMS INC 3.3 %
SALESFORCE.COM INC 3.2 %
Total 42.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.8 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
7.0% -12.1% -- -- -10.5%

Market Correlations
versus... Beta R-squared
S&P500 1.26 92%
MSCI EAFE 1.15 74%
MSCI Emg. Mkts. 0.83 39%

Technical Indicators
Recent close $17.57
30d moving avg. $17.51
Annualized volatility 28.5%
Short interest (ETF) 0.1%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 12
Turnover 3.4%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $77,090

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 710 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™: 6.5%


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 53.0 40 25 5.7 -0.8
TECB iShares US Tech Breakthrough Multisector ETF 52.9 40 25 5.4 -1.1
XNTK SPDR NYSE Technology ETF 52.7 35 30 5.3 -1.2
IYW iShares U.S. Technology ETF 48.7 39 26 6.1 -0.4
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 48.6 56 9 6.0 -0.5
XLK Technology Select Sector SPDR Fund 46.1 10 55 6.3 -0.2
FTEC Fidelity MSCI Information Technology Index ETF 43.5 8 57 6.1 -0.5
VGT Vanguard Information Technology Index Fund 43.3 10 55 6.1 -0.5
RYT Invesco S&P 500 Equal Weight Technology ETF 42.9 40 25 7.0 +0.4
QQMG Invesco ESG NASDAQ 100 ETF 39.8 20 45 6.3 -0.2
RUFF Alpha Dog ETF 39.4 90 -25 6.3 -0.2
QQQ Invesco QQQ Trust 39.1 20 45 5.9 -0.7
QQQM Invesco NASDAQ 100 ETF 39.1 15 50 6.2 -0.3
SPHQ Invesco S&P 500 Quality ETF 37.8 15 50 7.0 +0.4
AIQ Global X Future Analytics Tech ETF 37.5 68 -3 5.3 -1.3
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 37.2 12 53 6.8 +0.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 36.4 46 19 7.6 +1.1
IXN iShares Global Tech ETF 36.2 40 25 5.9 -0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 36.0 50 15 6.4 -0.1
VEGN US Vegan Climate ETF 35.5 60 5 6.2 -0.3
GRZZ Grizzle Growth ETF 34.6 75 -10 7.9 +1.4
LRND IQ U.S. Large Cap R&D Leaders ETF 34.4 14 51 6.8 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 34.3 60 5 6.4 -0.2
BBLU EA Bridgeway Blue Chip ETF 34.2 15 50 7.1 +0.6
ARVR First Trust Indxx Metaverse ETF 34.0 70 -5 4.7 -1.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 33.9 50 15 7.7 +1.2
SCHG Schwab U.S. Large-Cap Growth ETF 33.8 40 25 5.2 -1.4
MGK Vanguard Mega Cap Growth ETF 33.6 7 58 5.6 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 33.6 30 35 6.6 +0.1
QUAL iShares MSCI Usa Quality Factor ETF 33.4 15 50 7.9 +1.4
SMH VanEck Semiconductor ETF 33.2 35 30 6.9 +0.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 32.9 60 5 6.2 -0.3
IETC iShares Evolved U.S. Technology ETF 32.8 18 47 6.0 -0.6
SUBS Fount Subscription Economy ETF 32.5 70 -5 5.4 -1.2
METV Roundhill Ball Metaverse ETF 32.2 59 6 4.8 -1.8
VUG Vanguard Growth Index Fund 32.1 4 61 5.5 -1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 31.7 15 50 5.5 -1.0
KNGS UPHOLDINGS Compound Kings ETF 31.4 60 5 5.3 -1.2
PWB Invesco Dynamic Large Cap Growth ETF 31.3 56 9 5.4 -1.1
IWY iShares Russell Top 200 Growth ETF 31.3 20 45 6.3 -0.3
TIME Clockwise Capital Innovation ETF 31.2 95 -30 3.4 -3.1
CACG ClearBridge All Cap Growth ETF 31.0 53 12 4.4 -2.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 31.0 21 44 4.7 -1.8
VERS ProShares Metaverse ETF 30.9 58 7 -5.6 -12.1
LRGE ClearBridge Large Cap Growth ESG ETF 30.8 59 6 4.2 -2.3
VSLU Applied Finance Valuation Large Cap ETF 30.7 49 16 8.0 +1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 30.7 15 50 7.1 +0.5
XLG Invesco S&P 500 Top 50 ETF 30.5 20 45 6.2 -0.3
FBCG Fidelity Blue Chip Growth ETF 30.3 59 6 2.9 -3.7
FTGS First Trust Growth Strength ETF 30.2 60 5 8.1 +1.6
CARZ First Trust NASDAQ Global Auto Index Fund 30.1 70 -5 6.6 +0.1
IVSG Invesco Select Growth ETF 30.1 48 17 5.1 -1.4
VONG Vanguard Russell 1000 Growth Index Fund 29.8 8 57 6.3 -0.3
IWF iShares Russell 1000 Growth ETF 29.7 18 47 6.1 -0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 29.7 49 16 6.3 -0.3
SHOC Strive U.S. Semiconductor ETF 29.6 40 25 7.4 +0.8
SOXX iShares PHLX Semiconductor ETF 29.6 40 25 7.4 +0.8
SOXQ Invesco PHLX Semiconductor ETF 29.6 19 46 7.5 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 29.3 45 20 5.6 -1.0
USXF iShares ESG Advanced MSCI USA ETF 29.2 10 55 6.4 -0.2
SPHB Invesco S&P 500 High Beta ETF 29.1 25 40 5.2 -1.4
ALTL Pacer Lunt Large Cap Alternator ETF 29.1 60 5 4.8 -1.7
AILG Alpha Intelligent - Large Cap Growth ETF 28.8 85 -20 4.5 -2.0
ITAN Sparkline Intangible Value ETF 28.7 50 15 7.8 +1.2
VOOG Vanguard S&P 500 Growth ETF 28.2 10 55 7.0 +0.4
PLAT WisdomTree Modern Tech Platforms Fund 28.2 20 45 1.2 -5.3
EPS WisdomTree U.S. Earnings 500 Fund 28.2 8 57 8.3 +1.8
ILCG iShares Morningstar Growth ETF 28.2 4 61 5.5 -1.1
TMFC Motley Fool 100 Index ETF 28.2 50 15 5.4 -1.2
IVW iShares S&P 500 Growth ETF 28.2 18 47 6.9 +0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 28.1 4 61 7.0 +0.5
NULG Nuveen ESG Large-Cap Growth ETF 28.1 25 40 5.3 -1.2
GSPY Gotham Enhanced 500 ETF 27.9 50 15 7.1 +0.6
VDNI V-Shares US Leadership Diversity ETF 27.8 29 36 6.8 +0.3
STXG Strive 1000 Growth ETF 27.8 18 47 5.8 -0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 27.6 15 50 6.4 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 27.6 27 38 6.3 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 27.6 15 50 8.4 +1.9
IQM Franklin Intelligent Machines ETF 27.5 50 15 4.1 -2.5
OEF iShares S&P 100 ETF 27.4 20 45 6.5 -0.0
QLC FlexShares US Quality Large Cap Index Fund 27.4 25 40 7.6 +1.1
IQSU IQ Candriam ESG US Equity ETF 27.3 9 56 6.3 -0.2
AOTG AOT Growth and Innovation ETF 27.2 75 -10 3.7 -2.9
JQUA JPMorgan U.S. Quality Factor ETF 27.2 12 53 7.3 +0.8
IUSG iShares Core S&P US Growth ETF 27.2 4 61 7.0 +0.5
IVLC Invesco US Large Cap Core ESG ETF 27.1 48 17 6.6 +0.1
BKUS BNY Mellon Sustainable US Equity ETF 26.9 60 5 5.9 -0.7
FQAL Fidelity Quality Factor ETF 26.8 29 36 7.8 +1.3
LCLG Logan Capital Broad Innovative Growth ETF 26.8 99 -34 7.1 +0.6
XVV iShares ESG Screened S&P 500 ETF 26.7 8 57 6.7 +0.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 26.6 69 -4 8.0 +1.5
FTXL First Trust Nasdaq Semiconductor ETF 26.6 60 5 7.7 +1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 26.6 0 65 6.6 +0.1
PSI Invesco Dynamic Semiconductors ETF 26.5 56 9 7.4 +0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 26.5 10 55 7.0 +0.4
SFYF SoFi 50 ETF 26.5 29 36 -7.9 -14.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 26.4 10 55 6.3 -0.3
DSTL Distillate US Fundamental Stability & Value ETF 26.3 39 26 8.6 +2.1
NZRO Strategy Shares Halt Climate Change ETF 26.2 95 -30 2.0 -4.5
IWL iShares Russell Top 200 ETF 26.2 15 50 6.5 -0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 26.0 10 55 6.3 -0.2
VUSE Vident Core US Equity Fund 26.0 50 15 9.2 +2.7
SUSA iShares MSCI USA ESG Select ETF 25.8 25 40 6.5 -0.0
MGC Vanguard Mega Cap Index Fund 25.8 7 58 6.5 -0.0
EQOP Natixis U.S. Equity Opportunities ETF 25.8 85 -20 6.5 -0.0
SHE SPDR SSGA Gender Diversity Index ETF 25.8 20 45 6.9 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 25.8 35 30 5.6 -0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 25.7 57 8 5.4 -1.2
SPXE ProShares S&P 500 Ex-Energy ETF 25.6 27 38 6.5 -0.0
SXQG 6 Meridian Quality Growth ETF 25.6 100 -35 5.6 -0.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 25.6 20 45 7.2 +0.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 25.5 20 45 6.6 +0.1
RVRB Reverb ETF 25.5 30 35 6.7 +0.2
IGV iShares Expanded Tech-Software ETF 25.4 40 25 4.6 -2.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 25.2 19 46 7.9 +1.3
ADME Aptus Drawdown Managed Equity ETF 25.2 79 -14 6.0 -0.5
FXL First Trust Technology AlphaDEX Fund 25.2 61 4 7.5 +0.9
ESGV Vanguard ESG U.S. Stock ETF 25.2 9 56 6.5 -0.0
SPXN ProShares S&P 500 Ex-Financials ETF 25.2 27 38 6.5 -0.0
CATH Global X S&P 500 Catholic Values Custom ETF 25.0 29 36 6.5 0.0
FSST Fidelity Sustainability U.S. Equity ETF 24.9 59 6 6.3 -0.2
VOO VANGUARD S&P 500 ETF 24.9 3 62 6.9 +0.3
SPY SPDR S&P 500 ETF Trust 24.9 9 56 6.8 +0.3
IVV iShares Core S&P 500 ETF 24.9 3 62 6.9 +0.3
HLAL Wahed FTSE USA Shariah ETF 24.9 50 15 6.4 -0.1
DUHP Dimensional US High Profitability ETF 24.9 22 43 9.0 +2.4
ROCI ROC ETF 24.9 49 16 5.5 -1.0
SPLG SPDR Portfolio S&P 500 ETF 24.9 3 62 6.9 +0.3
KRMA Global X Conscious Companies ETF 24.9 43 22 6.9 +0.4
ANEW ProShares MSCI Transformational Changes ETF 24.8 45 20 6.0 -0.6
VOTE Engine No. 1 Transform 500 ETF 24.7 5 60 6.5 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 24.7 75 -10 6.4 -0.1
PSET Principal Price Setters Index ETF 24.6 15 50 7.4 +0.8
LEAD Siren DIVCON Leaders Dividend ETF 24.6 43 22 7.1 +0.6
STRV Strive 500 ETF 24.5 5 60 6.6 +0.1
VV Vanguard Large-Cap Index Fund 24.5 4 61 6.7 +0.2
DSI iShares MSCI KLD 400 Social ETF 24.5 25 40 6.7 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 24.5 15 50 7.2 +0.7
GGRW Gabelli Growth Innovators ETF 24.4 90 -25 3.9 -2.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 24.4 7 58 6.7 +0.1
BUZZ VanEck Social Sentiment ETF 24.4 75 -10 1.5 -5.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 24.4 2 63 6.7 +0.2
SNPE Xtrackers S&P 500 ESG ETF 24.4 10 55 6.9 +0.4
ACVF American Conservative Values ETF 24.4 75 -10 5.9 -0.6
MOAT VanEck Morningstar Wide Moat ETF 24.4 47 18 6.2 -0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 24.4 55 10 4.5 -2.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 24.3 15 50 9.4 +2.9
ESGU iShares MSCI USA ESG Optimized ETF 24.3 15 50 6.7 +0.1
PBUS Invesco PureBeta MSCI USA ETF 24.3 4 61 6.8 +0.3
QDF FlexShares Quality Dividend Index Fund 24.3 37 28 8.7 +2.2
QGRO American Century STOXX U.S. Quality Growth ETF 24.2 29 36 7.2 +0.6
NACP Impact Shares NAACP Minority Empowerment ETF 24.2 49 16 6.6 +0.1
WFH Direxion Work From Home ETF 24.2 45 20 0.0 -6.5
ILCB iShares Morningstar U.S. Equity ETF 24.1 3 62 6.8 +0.2
WRND IQ Global Equity R&D Leaders ETF 24.0 18 47 8.5 +1.9
SCHX Schwab U.S. Large-Cap ETF 24.0 3 62 6.7 +0.2
SFY SoFi Select 500 ETF 24.0 0 65 6.9 +0.4
ESG FlexShares STOXX US ESG Impact Index Fund 24.0 32 33 6.6 +0.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 23.8 45 20 2.2 -4.3
PEXL Pacer US Export Leaders ETF 23.7 60 5 7.3 +0.8
SPTM SPDR Portfolio Total Stock Market ETF 23.7 3 62 7.0 +0.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 23.7 9 56 7.4 +0.8
SCHK Schwab 1000 Index ETF 23.6 5 60 6.7 +0.2
VONE Vanguard Russell 1000 ETF 23.6 8 57 6.7 +0.1
IWB iShares Russell 1000 ETF 23.6 15 50 6.6 +0.1
IYY iShares Dow Jones U.S. ETF 23.5 20 45 6.5 -0.0
MVPS Amplify Thematic All-Stars ETF 23.5 49 16 2.1 -4.4
ECOZ TrueMark ESG Active Opportunities ETF 23.5 58 7 5.4 -1.2
RESP WisdomTree US ESG Fund of Benef Interest 23.4 28 37 7.9 +1.4
DFUS Dimensional U.S. Equity ETF 23.4 11 54 6.7 +0.2
BTHM BlackRock Future U.S. Themes ETF 23.4 60 5 6.6 +0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 23.4 14 51 6.6 +0.0
MBCC Monarch Blue Chips Core ETF 23.3 125 -60 4.1 -2.4
STXD Strive 1000 Dividend Growth ETF 23.3 35 30 6.8 +0.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 23.2 37 28 9.4 +2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 23.1 10 55 6.8 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 23.1 10 55 6.8 +0.2
RFFC RiverFront Dynamic US Flex-Cap ETF 23.1 52 13 7.1 +0.6
CGGR Capital Group Growth ETF 23.0 39 26 5.0 -1.6
AQGX AI Quality Growth ETF 23.0 97 -32 5.4 -1.2
HEET Hartford Schroders ESG US Equity ETF 22.9 39 26 7.6 +1.1
SCHB Schwab U.S. Broad Market ETF 22.9 3 62 6.6 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 22.8 20 45 6.6 +0.0
RECS Columbia Research Enhanced Core ETF 22.8 15 50 7.8 +1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 22.8 3 62 6.5 -0.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 22.8 17 48 6.9 +0.3
VTHR Vanguard Russell 3000 Index Fund 22.8 10 55 6.5 -0.0
IWV iShares Russell 3000 ETF 22.7 20 45 6.4 -0.1
VTI Vanguard Total Stock Market Index Fund 22.7 3 62 6.5 -0.0
FLRG Fidelity U.S. Multifactor ETF 22.7 29 36 8.5 +1.9
RAFE PIMCO RAFI ESG U.S. ETF 22.5 29 36 8.9 +2.3
TTAC TrimTabs US Free Cash Flow Quality ETF 22.5 59 6 8.2 +1.6
SXUS Janus Henderson International Sustainable Equity ETF 22.4 60 5 4.4 -2.1
PUNK Subversive Metaverse ETF 22.3 75 -10 2.7 -3.8
FMIL Fidelity New Millennium ETF 22.3 59 6 6.9 +0.4
OALC OneAscent Large Cap Core ETF 22.1 76 -11 6.6 +0.1
DFAU Dimensional US Core Equity Market ETF 22.0 12 53 6.9 +0.4
AFLG First Trust Active Factor Large Cap ETF 22.0 55 10 8.2 +1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 22.0 11 54 6.7 +0.1
FLLV Franklin Liberty U.S. Low Volatility ETF 21.9 29 36 6.6 +0.1
ENTR Entrepreneur 30 Fund 21.9 49 16 2.6 -4.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 21.9 28 37 7.2 +0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 21.9 49 16 8.1 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 21.8 37 28 7.7 +1.2
QTUM Defiance Quantum ETF 21.8 40 25 4.7 -1.8
IUS Invesco Strategic US ETF 21.8 19 46 8.1 +1.6
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 21.7 15 50 6.6 +0.1
SKYY First Trust Cloud Computing ETF 21.7 60 5 3.7 -2.9
FVAL Fidelity Value Factor ETF 21.6 29 36 10.1 +3.6
TRFM AAM Transformers ETF 21.6 49 16 2.0 -4.5
JHML John Hancock Multifactor Large Cap ETF 21.5 29 36 7.1 +0.6
MOTE VanEck Morningstar ESG Moat ETF 21.5 49 16 6.7 +0.1
GFGF Guru Favorite Stocks ETF 21.4 65 0 7.1 +0.6
LRGF iShares Edge MSCI Multifactor USA ETF 21.4 8 57 7.9 +1.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 21.3 49 16 6.6 +0.0
ZECP Zacks Earnings Consistent Portfolio ETF 21.2 55 10 6.7 +0.2
PFM Invesco Dividend Achievers ETF 21.2 53 12 7.0 +0.5
FMET Fidelity Metaverse ETF 21.1 39 26 5.7 -0.8
KVLE KFA Value Liner Dynamic Core Equity Index ETF 21.0 55 10 7.3 +0.8
PTF Invesco DWA Technology Momentum ETF 21.0 60 5 4.6 -2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 21.0 80 -15 9.5 +3.0
FDLO Fidelity Low Volatility Factor ETF 20.9 29 36 6.5 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 20.9 11 54 7.1 +0.6
XSD SPDR S&P Semiconductor ETF 20.9 35 30 6.8 +0.2
FDN First Trust Dow Jones Internet Index Fund 20.7 51 14 3.1 -3.4
VIG Vanguard Dividend Appreciation Index Fund 20.7 6 59 7.1 +0.5
CGUS Capital Group Core Equity ETF 20.6 33 32 6.7 +0.2
INNO Harbor Disruptive Innovation ETF 20.6 75 -10 -3.6 -10.2
JVAL JPMorgan U.S. Value Factor ETF 20.5 12 53 10.2 +3.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 20.4 48 17 7.8 +1.2
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 20.2 45 20 6.8 +0.2
FDMO Fidelity Momentum Factor ETF 20.1 29 36 6.7 +0.1
DFND Siren DIVCON Dividend Defender ETF 20.0 150 -85 6.3 -0.3
YLDE ClearBridge Dividend Strategy ESG ETF 19.9 59 6 6.6 +0.0
FDRR Fidelity Dividend ETF for Rising Rates 19.8 29 36 9.8 +3.3
GDIV Harbor Dividend Growth Leaders ETF 19.7 50 15 8.2 +1.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 19.7 25 40 7.4 +0.8
TOK iShares MSCI Kokusai ETF 19.7 25 40 7.0 +0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 19.6 9 56 7.2 +0.7
FPAG FPA Global Equity ETF 19.3 49 16 6.8 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 19.3 75 -10 8.0 +1.5
CLNR IQ Cleaner Transport ETF 19.2 45 20 7.2 +0.6
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 19.2 50 15 3.7 -2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 19.1 75 -10 7.7 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 19.0 19 46 7.5 +1.0
TRFK Pacer Data and Digital Revolution ETF 18.9 60 5 5.8 -0.7
JMOM JPMorgan U.S. Momentum Factor ETF 18.9 12 53 7.5 +0.9
HVAL ALPS Hillman Active Value ETF 18.9 55 10 8.2 +1.6
FCPI Fidelity Stocks for Inflation ETF 18.9 29 36 10.3 +3.7
WUGI AXS Esoterica NextG Economy ETF 18.8 75 -10 3.6 -3.0
VR Global X Metaverse ETF 18.8 50 15 6.7 +0.1
URTH iShares MSCI World ETF 18.7 24 41 7.1 +0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 18.7 29 36 10.6 +4.0
PNQI Invesco NASDAQ Internet ETF 18.5 60 5 3.4 -3.1
AVUS Avantis U.S. Equity ETF 18.5 15 50 7.8 +1.3
GK AdvisorShares Gerber Kawasaki ETF 18.5 81 -16 5.4 -1.2
PDP Invesco DWA Momentum ETF 18.3 62 3 5.9 -0.6
FDG American Century Focused Dynamic Growth ETF 18.3 45 20 3.4 -3.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 18.2 12 53 6.7 +0.2
DRIV Global X Autonomous & Electric Vehicles ETF 18.1 68 -3 5.0 -1.5
NULC Nuveen ESG Large-Cap ETF 18.1 20 45 6.4 -0.1
XDAT Franklin Exponential Data ETF 18.0 50 15 4.5 -2.1
FDWM Fidelity Women's Leadership ETF 17.9 59 6 6.4 -0.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 17.8 52 13 8.8 +2.2
MILN Global X Millennial Consumer ETF 17.8 50 15 3.5 -3.0
EQWL Invesco Russell Top 200 Equal Weight ETF 17.8 25 40 7.7 +1.2
FDVV Fidelity Core Dividend ETF 17.8 29 36 12.1 +5.6
OGIG O'Shares Global Internet Giants ETF 17.7 48 17 0.5 -6.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 17.4 20 45 7.5 +1.0
XLC Communication Services Select Sector SPDR Fund 17.3 10 55 8.3 +1.7
SPGP Invesco S&P 500 GARP ETF 17.2 36 29 10.5 +3.9
EDOW First Trust Dow 30 Equal Weight ETF 17.1 50 15 7.5 +1.0
FCOM Fidelity MSCI Telecommunication Services Index ETF 17.0 8 57 6.4 -0.2
VOX Vanguard Telecommunication Services Index Fund 17.0 10 55 6.4 -0.2
ACWI iShares MSCI ACWI ETF 17.0 32 33 7.2 +0.6
FIVG Defiance Next Gen Connectivity ETF 16.9 30 35 8.0 +1.5
BWEB Bitwise Web3 ETF 16.8 85 -20 2.6 -3.9
DGRO iShares Core Dividend Growth ETF 16.8 8 57 8.0 +1.4
CGDV Capital Group Dividend Value ETF 16.8 33 32 6.9 +0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 16.8 28 37 7.9 +1.4
VOOV Vanguard S&P 500 Value ETF 16.8 10 55 7.3 +0.7
IVE iShares S&P 500 Value ETF 16.7 18 47 7.2 +0.6
SPYV SPDR Portfolio S&P 500 Value ETF 16.7 4 61 7.3 +0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 16.6 16 49 7.2 +0.6
BIBL Inspire ETF 16.5 35 30 6.3 -0.3
AIEQ AI Powered Equity ETF 16.5 75 -10 -6.1 -12.6
FNDX Schwab Fundamental U.S. Large Co. Index ETF 16.4 25 40 8.3 +1.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 16.4 60 5 2.9 -3.7
QWLD SPDR MSCI World StrategicFactors ETF 16.4 30 35 7.6 +1.0
IXP iShares Global Comm Services ETF 16.4 40 25 8.0 +1.4
ACWF iShares MSCI Global Multifactor ETF 16.3 35 30 9.8 +3.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 16.2 15 50 7.6 +1.0
XT iShares Exponential Technologies ETF 16.1 46 19 3.8 -2.8
TWEB SoFi Web 3 ETF 16.1 59 6 -15.7 -22.3
KOIN Innovation Shares NextGen Protocol ETF 16.0 75 -10 7.6 +1.1
IUSV iShares Core S&P U.S. Value ETF 16.0 4 61 7.5 +0.9
ESGG FlexShares STOXX Global ESG Impact Index Fund 15.9 42 23 7.1 +0.6
CLRG IQ Chaikin U.S. Large Cap ETF 15.8 25 40 6.9 +0.4
HAPY Harbor Corporate Culture Leaders ETF 15.8 36 29 4.9 -1.6
MTVR Fount Metaverse ETF 15.7 70 -5 6.6 +0.1
UPWD JPMorgan Social Advancement ETF 15.6 49 16 6.7 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 15.4 9 56 7.0 +0.5
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 15.4 40 25 9.5 +3.0
FNDB Schwab Fundamental U.S. Broad Market Index ETF 15.3 25 40 8.2 +1.7
JOET Virtus Terranova US Quality Momentum ETF 15.3 29 36 7.2 +0.6
MRAD SmartETFs Advertising & Marketing Technology ETF 15.2 68 -3 5.2 -1.4
VT Vanguard Total World Stock ETF 15.0 7 58 7.3 +0.7
GBUY Goldman Sachs Future Consumer Equity ETF 15.0 75 -10 3.2 -3.4
VNSE Natixis Vaughan Nelson Select ETF 14.9 80 -15 4.5 -2.0
DTD WisdomTree U.S.Total Dividend Fund 14.8 28 37 8.3 +1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 14.7 12 53 7.3 +0.7
RNLC Large Cap US Equity Select ETF 14.6 60 5 7.7 +1.2
LVOL American Century Low Volatility ETF 14.6 29 36 6.7 +0.2
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 14.6 47 18 -0.9 -7.4
DEIF Sterling Capital Diverse Multi-Manager Active ETF 14.6 65 0 7.7 +1.2
HKND Humankind US Stock ETF 14.2 11 54 8.4 +1.9
JEPI JPMorgan Equity Premium Income ETF 14.1 35 30 6.4 -0.1
AVLV Avantis U.S. Large Cap Value ETF 14.0 15 50 9.4 +2.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 14.0 65 0 2.4 -4.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 14.0 68 -3 0.6 -5.9
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 13.9 39 26 6.8 +0.3
NXTG First Trust Indxx NextG ETF 13.9 70 -5 6.9 +0.3
QLV FlexShares US Quality Low Volatility Index Fund 13.8 22 43 6.7 +0.2
IOO iShares Global 100 ETF 13.8 40 25 7.2 +0.7
SPMV Invesco S&P 500 Minimum Variance ETF 13.7 10 55 6.6 +0.1
TINY ProShares Nanotechnology ETF 13.5 58 7 1.8 -4.8
PXQ Invesco Dynamic Networking ETF 13.5 63 2 5.2 -1.4
ETHO Etho Climate Leadership U.S. ETF 13.1 47 18 5.3 -1.2
BRNY Burney U.S. Factor Rotation ETF 13.1 79 -14 9.3 +2.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.0 60 5 6.2 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 12.9 50 15 9.0 +2.4
CGGO Capital Group Global Growth Equity ETF 12.8 47 18 4.9 -1.6
ROUS Hartford Multifactor US Equity ETF 12.7 19 46 8.7 +2.2
RDVY First Trust Rising Dividend Achievers ETF 12.6 50 15 9.9 +3.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.6 15 50 8.2 +1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.6 20 45 8.0 +1.5
DTEC ALPS Disruptive Technologies ETF 12.5 50 15 4.5 -2.0
AHOY Newday Ocean Health ETF 12.5 75 -10 6.7 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 12.5 39 26 8.3 +1.7
DIVB iShares Core Dividend 12.5 5 60 9.5 +3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 12.4 35 30 8.7 +2.2
HDV iShares Core High Dividend ETF 12.4 8 57 10.3 +3.7
VSDA VictoryShares Dividend Accelerator ETF 12.4 35 30 7.2 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 12.2 25 40 7.8 +1.3
DIVS SmartETFs Dividend Builder ETF 12.2 65 0 5.9 -0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 12.1 59 6 6.7 +0.1
LYFE 2nd Vote Life Neutral Plus ETF 12.0 75 -10 7.7 +1.2
EQUL IQ Engender Equality ETF 11.8 45 20 7.8 +1.2
ESGS Columbia Sustainable U.S. Equity Income ETF 11.8 35 30 8.5 +1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.8 18 47 6.6 +0.1
IYJ iShares U.S. Industrials ETF 11.5 39 26 6.4 -0.2
IPDP Dividend Performers ETF 11.4 89 -24 7.2 +0.7
FFND Future Fund Active ETF 11.4 101 -36 2.7 -3.9
REVS Columbia Research Enhanced Value ETF 11.3 19 46 9.6 +3.1
IPAY ETFMG Prime Mobile Payments ETF 11.3 75 -10 8.2 +1.7
VLU SPDR S&P 1500 Value Tilt ETF 11.2 12 53 8.8 +2.3
SSPY Syntax Stratified LargeCap ETF 11.2 30 35 7.7 +1.2
SPRX Spear Alpha ETF 11.1 75 -10 2.0 -4.5
RWL Invesco S&P 500 Revenue ETF 11.0 39 26 7.9 +1.4
IWP iShares Russell Mid-Cap Growth ETF 10.9 23 42 5.6 -0.9
VOT Vanguard Mid-Cap Growth Index Fund 10.9 7 58 5.5 -1.1
XLF Financial Select Sector SPDR Fund 10.9 10 55 9.3 +2.8
CLOU Global X Cloud Computing ETF 10.9 68 -3 2.3 -4.2
EGIS 2nd Vote Society Defended ETF 10.8 75 -10 7.5 +1.0
ILCV iShares Morningstar Value ETF 10.7 4 61 8.4 +1.8
HLGE Hartford Longevity Economy ETF 10.6 44 21 8.6 +2.0
MOTO SmartETFs Smart Transportation & Technology ETF 10.6 68 -3 7.7 +1.2
BTEK BlackRock Future Tech ETF 10.5 88 -23 0.8 -5.8
IWX iShares Russell Top 200 Value ETF 10.5 20 45 8.0 +1.4
USMV iShares Edge MSCI Min Vol USA ETF 10.5 15 50 6.8 +0.3
PY Principal Shareholder Yield Index ETF 10.5 15 50 8.5 +2.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 10.5 15 50 14.3 +7.8
YALL God Bless America ETF 10.3 65 0 4.3 -2.2
BNGE First Trust S-Network Streaming and Gaming ETF 10.3 70 -5 0.7 -5.9
CVAR Cultivar ETF 10.3 87 -22 8.7 +2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 10.3 9 56 7.1 +0.6
BULD Pacer BlueStar Engineering the Future ETF 10.3 60 5 0.1 -6.5
SCHD Schwab U.S. Dividend Equity ETF 10.3 6 59 9.7 +3.1
BOUT Innovator IBD Breakout Opportunities ETF 10.1 80 -15 7.0 +0.4
IDAT iShares Cloud 5G and Tech ETF 10.1 47 18 6.5 -0.1
DURA VanEck Morningstar Durable Dividend ETF 10.0 29 36 9.2 +2.7
IYZ iShares U.S. Telecommunications ETF 9.9 39 26 10.8 +4.2
RSP Invesco S&P 500 Equal Weight ETF 9.8 20 45 7.4 +0.9
FFTY Innovator IBD 50 ETF 9.8 80 -15 2.3 -4.2
BFOR Barron's 400 ETF 9.8 65 0 10.7 +4.1
LRNZ TrueMark Technology, AI & Deep Learning ETF 9.7 68 -3 -1.4 -8.0
MRND IQ U.S. Mid Cap R&D Leaders ETF 9.5 16 49 0.2 -6.4
MAKX ProShares S&P Kensho Smart Factories ETF 9.5 58 7 3.8 -2.7
SNPV Xtrackers S&P ESG Value ETF 9.4 15 50 8.0 +1.5
IXG iShares Global Financials ETF 9.4 40 25 10.4 +3.9
CIBR First Trust NASDAQ CEA Cybersecurity ETF 9.3 60 5 5.1 -1.5
VFQY Vanguard U.S. Quality Factor ETF 9.3 13 52 9.1 +2.6
ACSI American Customer Satisfaction Core Alpha ETF 9.2 65 0 4.7 -1.9
HART IQ Healthy Hearts ETF 9.2 45 20 6.2 -0.4
RNDV US Equity Dividend Select ETF 9.1 50 15 10.0 +3.4
FEX First Trust Large Cap Core AlphaDEX Fund 9.1 59 6 8.3 +1.8
DIVZ TrueShares Low Volatility Equity Income ETF 9.1 65 0 10.3 +3.8
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.0 35 30 7.7 +1.2
VALQ American Century STOXX U.S. Quality Value ETF 9.0 29 36 11.0 +4.5
IYG iShares US Financial Services ETF 9.0 39 26 9.2 +2.6
NTZG Nuveen Global Net Zero Transition ETF 9.0 55 10 6.1 -0.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 9.0 35 30 7.7 +1.1
SOCL Global X Social Media ETF 8.9 65 0 -0.7 -7.2
VPN Global X Data Center REITs & Digital Infrastructure ETF 8.8 50 15 5.8 -0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.8 65 0 9.0 +2.4
SYNB Putnam BioRevolution ETF 8.8 70 -5 3.8 -2.7
TMFG Motley Fool Global Opportunities ETF 8.7 85 -20 4.5 -2.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 8.6 75 -10 4.2 -2.4
SIZE iShares MSCI USA Size Factor ETF 8.6 15 50 7.2 +0.7
PFI Invesco DWA Financial Momentum ETF 8.5 60 5 8.6 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 8.5 9 56 7.3 +0.7
PRAY FIS Biblically Responsible Risk Managed ETF 8.4 68 -3 7.3 +0.7
ROBO Robo Global Robotics & Automation Index ETF 8.4 95 -30 3.4 -3.1
VLUE iShares MSCI USA Value Factor ETF 8.3 15 50 12.4 +5.9
JAVA JPMorgan Active Value ETF 8.3 44 21 7.2 +0.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 8.2 63 2 5.1 -1.4
PRNT The 3D Printing ETF 8.2 66 -1 -3.2 -9.8
DEF Invesco Defensive Equity ETF 8.1 55 10 6.8 +0.3
RPG Invesco S&P 500 Pure Growth ETF 8.1 35 30 9.5 +2.9
VO Vanguard Mid-Cap Index Fund 8.1 4 61 7.3 +0.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.1 60 5 5.3 -1.3
HAIL SPDR S&P Kensho Smart Mobility ETF 8.1 45 20 -5.4 -12.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 8.0 18 47 9.1 +2.6
MGV Vanguard Mega Cap Value ETF 8.0 7 58 8.4 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.0 52 13 6.6 +0.1
TPLC Timothy Plan US Large Cap Core ETF 8.0 52 13 7.2 +0.6
PBS Invesco Dynamic Media ETF 8.0 63 2 8.7 +2.1
VIRS Pacer BioThreat Strategy ETF 7.9 70 -5 7.5 +1.0
VONV Vanguard Russell 1000 Value Index Fund 7.9 8 57 8.1 +1.6
QDIV Global X S&P 500 Quality Dividend ETF 7.9 20 45 9.7 +3.2
IWD iShares Russell 1000 Value ETF 7.9 18 47 8.0 +1.5
FTCS First Trust Capital Strength ETF 7.8 55 10 7.6 +1.1
GURU Global X Guru Index ETF 7.7 75 -10 5.0 -1.5
WTV WisdomTree US Value Fund 7.7 12 53 9.9 +3.4
SQEW LeaderShares Equity Skew ETF 7.6 75 -10 6.5 -0.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.6 29 36 8.8 +2.3
XSW SPDR S&P Software & Services ETF 7.6 35 30 3.2 -3.4
XITK SPDR FactSet Innovative Technology ETF 7.6 45 20 0.2 -6.3
LOUP Innovator Loup Frontier Tech ETF 7.5 70 -5 2.1 -4.5
BUYZ Franklin Disruptive Commerce ETF 7.5 50 15 2.6 -4.0
ESPO VanEck Video Gaming & eSports ETF 7.5 55 10 7.2 +0.6
OND ProShares On-Demand ETF 7.4 58 7 -5.5 -12.0
VYM Vanguard High Dividend Yield Index ETF 7.4 6 59 8.8 +2.2
FBCV Fidelity Blue Chip Value ETF 7.2 59 6 7.8 +1.3
SIXA 6 Meridian Mega Cap Equity ETF 7.2 82 -17 8.6 +2.0
IBLC iShares Blockchain and Tech ETF 7.2 47 18 -29.5 -36.0
KOMP SPDR Kensho New Economies Composite ETF 7.2 20 45 -1.3 -7.8
EVUS iShares ESG Aware MSCI USA Value ETF 7.1 18 47 8.4 +1.9
FITE SPDR Kensho Future Security ETF 7.1 45 20 3.5 -3.1
VTV Vanguard Value Index Fund 7.0 4 61 8.6 +2.0
DGT SPDR Global Dow ETF 7.0 50 15 8.4 +1.8
KLDW Gavekal Knowledge Leaders Developed World ETF 7.0 75 -10 5.3 -1.3
SNSR Global X Internet of Things Thematic ETF 7.0 68 -3 5.0 -1.5
ARKQ Ark Autonomous Tech. & Robotics ETF 6.9 75 -10 2.0 -4.6
DUSA Davis Select U.S. Equity ETF 6.9 61 4 10.3 +3.7
BOSS Global X Founder-Run Companies ETF 6.9 45 20 3.6 -2.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.9 7 58 10.5 +3.9
WKLY SoFi Weekly Dividend ETF 6.8 49 16 9.4 +2.9
DWLD Davis Select Worldwide ETF 6.7 62 3 9.2 +2.6
ONEO SPDR Russell 1000 Momentum Focus ETF 6.7 20 45 9.3 +2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 6.7 63 2 5.3 -1.2
USMF WisdomTree U.S. Multifactor Fund 6.6 28 37 9.4 +2.8
PKW Invesco Buyback Achievers ETF 6.6 64 1 10.3 +3.8
MOTG VanEck Morningstar Global Wide Moat ETF 6.6 52 13 7.1 +0.6
ISHP First Trust S-Network E-Commerce ETF 6.6 60 5 4.5 -2.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 6.6 17 48 8.7 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 6.5 6 59 5.5 -1.1
IWR iShares Russell Midcap ETF 6.5 18 47 6.9 +0.3
PWV Invesco Dynamic Large Cap Value ETF 6.4 58 7 9.3 +2.7
ZIG The Acquirers Fund 6.3 89 -24 16.5 +10.0
SPXT ProShares S&P 500 Ex-Technology ETF 6.2 27 38 7.1 +0.6
MBOX Freedom Day Dividend ETF 6.2 39 26 9.1 +2.5
ODDS Pacer BlueStar Digital Entertainment ETF 6.1 60 5 6.0 -0.5
OCEN IQ Clean Oceans ETF 6.1 45 20 6.8 +0.2
ABEQ Absolute Core Strategy ETF 6.1 85 -20 5.3 -1.2
NUDV Nuveen ESG Dividend ETF 6.0 25 40 8.2 +1.7
SCHV Schwab U.S. Large-Cap Value ETF 6.0 4 61 8.1 +1.6
MDCP VictoryShares THB Mid Cap ESG ETF 5.9 55 10 6.5 -0.1
FTA First Trust Large Cap Value AlphaDEX Fund 5.7 59 6 10.2 +3.6
NUMG Nuveen ESG Mid-Cap Growth ETF 5.7 30 35 5.4 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 5.7 13 52 6.9 +0.4
BLOK Amplify Transformational Data Sharing ETF 5.7 71 -6 3.2 -3.4
DFUV Dimensional US Marketwide Value ETF 5.7 23 42 9.5 +3.0
LGLV SPDR Russell 1000 Low Volatility ETF 5.7 12 53 6.2 -0.3
FCLD Fidelity Cloud Computing ETF 5.6 39 26 4.9 -1.6
OAIE Optimize AI Smart Sentiment Event-Driven ETF 5.6 100 -35 4.8 -1.7
STXV Strive 1000 Value ETF 5.6 18 47 9.3 +2.8
GAMR ETFMG Video Game Tech ETF 5.5 75 -10 7.0 +0.4
HACK ETFMG Prime Cyber Security ETF 5.5 60 5 4.9 -1.6
NULV Nuveen ESG Large-Cap Value ETF 5.5 25 40 8.6 +2.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 5.5 30 35 9.3 +2.7
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 5.5 85 -20 1.2 -5.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.4 65 0 5.9 -0.7
FDIG Fidelity Crypto Industry and Digital Payments ETF 5.4 39 26 0.2 -6.3
IMCB iShares Morningstar Mid-Cap ETF 5.3 4 61 7.4 +0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.3 4 61 7.4 +0.8
WLDR Affinity World Leaders Equity ETF 5.2 67 -2 10.6 +4.1
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 45 7.2 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.2 24 41 9.6 +3.1
IGN iShares North American Tech-Multimedia Networking ETF 5.2 40 25 8.0 +1.5
XTL SPDR S&P Telecom ETF 5.2 35 30 6.7 +0.1
EQRR ProShares Equities for Rising Rates ETF 5.1 35 30 10.4 +3.9
BLES Inspire Global Hope Large Cap ETF 5.1 49 16 7.2 +0.7
FLV American Century Focused Large Cap Value ETF 5.0 42 23 7.4 +0.9
WCLD WisdomTree Cloud Computing Fund 5.0 45 20 -0.1 -6.7
JSTC Adasina Social Justice All Cap Global ETF 5.0 89 -24 6.7 +0.2
GENY Principal Millennials Index ETF 5.0 45 20 6.7 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 5.0 41 24 8.3 +1.8
YPS Arrow Reverse Cap 500 ETF 5.0 29 36 7.1 +0.6
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.9 20 45 8.8 +2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.8 38 27 7.5 +1.0
RYF Invesco S&P 500 Equal Weight Financials ETF 4.7 40 25 10.3 +3.8
BYTE Roundhill IO Digital Infrastructure ETF 4.7 76 -11 5.3 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 4.7 29 36 12.2 +5.7
CWS AdvisorShares Focused Equity ETF 4.6 66 -1 6.6 +0.0
FINX Global X FinTech Thematic ETF 4.6 68 -3 5.2 -1.4
BOTZ Global X Robotics & Artificial Intelligence ETF 4.6 68 -3 2.7 -3.8
FDRV Fidelity Electric Vehicles and Future Transportation ETF 4.5 39 26 -1.2 -7.7
WGMI Valkyrie Bitcoin Miners ETF 4.5 75 -10 -129.2 -135.7
BKCH Global X Blockchain ETF 4.4 50 15 -30.8 -37.3
ROKT SPDR S&P Kensho Final Frontiers ETF 4.4 45 20 1.8 -4.8
VFMF Vanguard U.S. Multifactor ETF 4.3 18 47 10.8 +4.3
UVDV UVA Dividend Value ETF 4.3 80 -15 7.8 +1.3
IVDG Invesco Focused Discovery Growth ETF 4.3 59 6 4.8 -1.8
IWFH iShares Virtual Work and Life Multisector ETF 4.3 47 18 -1.3 -7.8
XWEB SPDR S&P Internet ETF 4.3 35 30 -10.7 -17.2
DEW WisdomTree Global High Dividend Fund 4.2 58 7 11.0 +4.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.2 75 -10 8.0 +1.5
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.1 108 -43 4.0 -2.6
PSJ Invesco Dynamic Software ETF 4.1 56 9 4.4 -2.1
ARKF ARK Fintech Innovation ETF 4.1 75 -10 -2.3 -8.8
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 45 8.3 +1.8
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.0 60 5 -26.0 -32.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.0 35 30 10.1 +3.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 4.0 35 30 10.1 +3.6
SMOT VanEck Morningstar SMID Moat ETF 3.9 49 16 9.4 +2.9
ARKW ARK Web x.0 ETF 3.9 83 -18 -4.8 -11.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.9 78 -13 10.5 +4.0
FDL First Trust Morningstar Dividend Leaders Index Fund 3.8 45 20 10.8 +4.2
DHS WisdomTree U.S. High Dividend Fund 3.8 38 27 10.3 +3.8
SAGP Strategas Global Policy Opportunities ETF 3.7 65 0 7.7 +1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.7 60 5 11.8 +5.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.6 20 45 5.5 -1.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.6 15 50 4.5 -2.1
DBLV AdvisorShares DoubleLine Value Equity ETF 3.6 91 -26 13.1 +6.6
SAMT Strategas Macro Thematic Opportunities ETF 3.6 65 0 4.2 -2.4
SDEI Sound Equity Income ETF 3.5 45 20 10.6 +4.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.4 47 18 6.3 -0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 3.4 69 -4 11.9 +5.3
IYC iShares U.S. Consumer Services ETF 3.3 39 26 4.4 -2.2
KONG Formidable Fortress ETF 3.3 89 -24 6.3 -0.2
CIRC JPMorgan Sustainable Consumption ETF 3.3 49 16 5.8 -0.7
SANE Subversive Mental Health ETF 3.3 75 -10 6.3 -0.3
BPAY BlackRock Future Financial and Technology ETF 3.2 70 -5 11.9 +5.4
LVHD Legg Mason Low Volatility High Dividend ETF 3.2 27 38 8.4 +1.8
QQQN VictoryShares Nasdaq Next 50 ETF 3.1 18 47 6.8 +0.3
ARKX ARK Space Exploration & Innovation ETF 3.0 75 -10 2.2 -4.3
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 52 4.4 -2.1
STCE Schwab Crypto Thematic ETF 3.0 30 35 -3.9 -10.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.9 20 45 8.7 +2.2
STLV iShares Factors US Value Style ETF 2.9 25 40 10.7 +4.1
IWTR iShares MSCI Water Management Multisector ETF 2.9 47 18 5.4 -1.1
RYJ Invesco Raymond James SB-1 Equity ETF 2.8 81 -16 5.9 -0.6
IBUY Amplify Online Retail ETF 2.8 65 0 -4.6 -11.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.8 70 -5 6.3 -0.2
BITQ Bitwise Crypto Industry Innovators ETF 2.8 85 -20 -21.4 -27.9
BECO BlackRock Future Climate and Sustainable Economy ETF 2.8 70 -5 5.0 -1.5
VOE Vanguard Mid-Cap Value Index Fund 2.7 7 58 9.2 +2.6
IMCV iShares Morningstar Mid-Cap Value ETF 2.7 6 59 9.5 +3.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.7 52 13 7.3 +0.7
TPHD Timothy Plan High Dividend Stock ETF 2.7 52 13 7.7 +1.2
VFVA Vanguard U.S. Value Factor ETF 2.7 13 52 13.0 +6.4
MINV Matthews Asia Innovators Active ETF 2.7 79 -14 -0.6 -7.2
GVLU Gotham 1000 Value ETF 2.6 50 15 12.1 +5.6
DIVD Altrius Global Dividend ETF 2.6 49 16 12.1 +5.6
UFO Procure Space ETF 2.6 75 -10 1.2 -5.3
ENRG SoFi Smart Energy ETF 2.5 59 6 -1.7 -8.2
CNRG SPDR S&P Kensho Clean Power ETF 2.5 45 20 2.9 -3.6
COWZ Pacer US Cash Cows 100 ETF 2.5 49 16 13.1 +6.6
ARKG ARK Genomic Revolution ETF 2.4 75 -10 -11.7 -18.3
IWS iShares Russell Mid-Cap Value ETF 2.4 23 42 7.9 +1.4
FEMA Procure Disaster Recovery Strategy ETF 2.3 75 -10 5.9 -0.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.3 30 35 9.5 +2.9
NETZ Engine No 1 Transform Climate ETF 2.3 75 -10 6.8 +0.3
TINT ProShares Smart Materials ETF 2.3 58 7 6.6 +0.0
UAV AdvisorShares Drone Technology ETF 2.3 99 -34 5.7 -0.8
IHAK iShares Cybersecurity & Tech ETF 2.2 47 18 4.1 -2.4
WCBR WisdomTree Cybersecurity Fund 2.2 45 20 1.2 -5.3
SHPP Pacer Industrials and Logistics ETF 2.2 60 5 10.9 +4.3
TMFX Motley Fool Next Index ETF 2.1 50 15 4.0 -2.5
SDOG ALPS Sector Dividend Dogs ETF 2.1 40 25 11.4 +4.9
ONEY SPDR Russell 1000 Yield Focus ETF 2.1 20 45 11.0 +4.5
PRN Invesco DWA Industrials Momentum ETF 2.1 60 5 6.1 -0.5
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 38 8.0 +1.5
TEMP JPMorgan Climate Change Solutions ETF 2.0 49 16 4.6 -2.0
PWC Invesco Dynamic Market ETF 2.0 60 5 8.1 +1.5
BYOB SoFi Be Your Own Boss ETF 2.0 59 6 -3.2 -9.8
BUG Global X Cybersecurity ETF 1.9 50 15 2.4 -4.1
SOLR SmartETFs Sustainable Energy II Fund 1.9 79 -14 3.8 -2.7
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.9 58 7 -0.2 -6.8
FPX First Trust US IPO Index Fund 1.9 57 8 3.2 -3.4
SRHQ SRH U.S. Quality ETF 1.9 35 30 9.1 +2.5
FVD First Trust Value Line Dividend Index Fund 1.8 67 -2 6.9 +0.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.8 85 -20 7.8 +1.2
DKRB Subversive Decarbonization ETF 1.7 75 -10 5.1 -1.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.7 45 20 0.1 -6.4
MAGA Point Bridge GOP Stock Tracker ETF 1.6 72 -7 7.1 +0.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.6 18 47 6.4 -0.1
MEM Matthews Emerging Markets Equity Active ETF 1.6 79 -14 6.8 +0.2
MTUM iShares MSCI USA Momentum Factor ETF 1.6 15 50 8.2 +1.6
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.6 45 20 4.8 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 30 35 10.4 +3.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.4 64 1 8.2 +1.7
TMFM Motley Fool Mid-Cap Growth ETF 1.4 85 -20 4.9 -1.7
VXF Vanguard Extended Market Index Fund 1.4 6 59 4.5 -2.0
HELX Franklin Genomic Advancements ETF 1.3 50 15 2.3 -4.2
JIG JPMorgan International Growth ETF 1.3 55 10 5.2 -1.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.3 61 4 8.5 +2.0
BNE Blue Horizon BNE ETF 1.3 87 -22 5.2 -1.3
USVT US Value ETF 1.3 49 16 12.8 +6.3
FLDZ RiverNorth Volition America Patriot ETF 1.3 70 -5 7.3 +0.8
SPMO Invesco S&P 500 Momentum ETF 1.2 13 52 7.8 +1.2
SFYX Sofi Next 500 ETF 1.2 0 65 7.3 +0.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.2 60 5 12.4 +5.9
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 61 7.0 +0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.2 15 50 7.7 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 1.2 38 27 10.3 +3.7
WGRO WisdomTree U.S. Growth & Momentum Fund 1.2 55 10 7.7 +1.2
PPA Invesco Aerospace & Defense ETF 1.1 61 4 4.5 -2.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.1 61 4 8.4 +1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -10 11.2 +4.6
ICAP InfraCap Equity Income Fund ETF 1.0 80 -15 11.2 +4.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 0.9 96 -31 5.5 -1.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.9 45 20 3.2 -3.3
SMMD iShares Russell 2500 ETF 0.9 15 50 6.8 +0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 26 5.8 -0.7
CZA Invesco Zacks Mid-Cap ETF 0.7 69 -4 7.8 +1.3
SDY SPDR S&P Dividend ETF 0.7 35 30 7.4 +0.9
VB Vanguard Small-Cap ETF 0.7 5 60 6.4 -0.1
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 0 10.3 +3.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.6 25 40 7.4 +0.9
GLIF AGFiQ Global Infrastructure ETF 0.6 45 20 6.2 -0.3
RNMC Mid Cap US Equity Select ETF 0.5 60 5 10.0 +3.4
VBK Vanguard Small-Cap Growth Index Fund 0.5 7 58 1.8 -4.7
SPVM Invesco S&P 500 Value with Momentum ETF 0.5 39 26 10.1 +3.6
DVY iShares Select Dividend ETF 0.5 39 26 9.7 +3.2
SPYD SPDR S&P 500 High Dividend ETF 0.5 7 58 11.3 +4.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 35 10.3 +3.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -5 4.0 -2.5
FSMD Fidelity Small-Mid Factor ETF 0.5 29 36 8.6 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 59 6 9.6 +3.1
BFTR Future Innovators ETF 0.5 80 -15 2.8 -3.7
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.4 30 35 10.9 +4.4
SMOG VanEck Low Carbon Energy ETF 0.3 55 10 3.4 -3.2
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 6 4.0 -2.5
ICLN iShares Global Clean Energy ETF 0.3 40 25 3.6 -3.0
CTEC Global X CleanTech ETF 0.3 50 15 2.9 -3.7
BLLD JPMorgan Sustainable Infrastructure ETF 0.3 49 16 5.5 -1.1
IYE iShares U.S. Energy ETF 0.3 39 26 8.0 +1.5
RAYS Global X Solar ETF 0.3 50 15 4.8 -1.7
ECLN First Trust EIP Carbon Impact ETF 0.3 95 -30 4.6 -1.9
SDG iShares Sustainable MSCI Global Impact ETF 0.3 49 16 7.2 +0.6
ERTH Invesco MSCI Sustainable Future ETF 0.3 56 9 4.4 -2.2
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 0.3 35 30 3.5 -3.1
ACES ALPS Clean Energy ETF 0.3 55 10 -2.4 -9.0
PBD Invesco Global Clean Energy ETF 0.3 75 -10 -1.3 -7.8
FXN First Trust Energy AlphaDEX Fund 0.3 64 1 6.5 -0.1
AESR Anfield U.S. Equity Sector Rotation ETF 0.3 112 -47 5.8 -0.8
PBW Invesco WilderHill Clean Energy ETF 0.3 61 4 -7.9 -14.4
RNEW VanEck Green Infrastructure ETF 0.3 45 20 1.1 -5.4
FRNW Fidelity Clean Energy ETF 0.3 39 26 2.0 -4.6
TAN Invesco Solar ETF 0.3 69 -4 4.7 -1.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 0.3 65 0 6.1 -0.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.2 48 17 8.2 +1.7
VBR Vanguard Small Cap Value Index Fund 0.2 7 58 9.6 +3.0
PEZ Invesco DWA Consumer Cyclicals Momentum ETF 0.2 60 5 11.2 +4.7
IPO Renaissance IPO ETF 0.2 60 5 -49.6 -56.2
AMID Argent Mid Cap ETF 0.2 52 13 10.7 +4.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.2 39 26 13.9 +7.4
XMHQ Invesco S&P MidCap Quality ETF 0.2 25 40 10.0 +3.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.2 10 55 17.4 +10.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -30 2.7 -3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 53 8.5 +2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 61 6.5 -0.0
SCHA Schwab U.S. Small-Cap ETF 0.2 4 61 6.0 -0.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 0.2 40 25 8.5 +2.0
MDY SPDR S&P Midcap 400 ETF Trust 0.2 22 43 8.5 +2.0
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.2 80 -15 8.6 +2.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.2 17 48 5.9 -0.6
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.2 6 59 5.9 -0.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 50 7.6 +1.1
ISMD Inspire Small/Mid Cap Impact ETF 0.2 48 17 6.8 +0.3
IJH iShares Core S&P Mid-Cap ETF 0.2 5 60 8.7 +2.2
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 45 -8.3 -14.8
SPMD SPDR Portfolio Mid Cap ETF 0.2 5 60 8.7 +2.2
SMDY Syntax Stratified MidCap ETF 0.2 35 30 8.5 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 48 7.6 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 50 9.0 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.2 60 5 10.5 +3.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 41 9.3 +2.7
ISCB iShares Morningstar Small-Cap ETF 0.2 4 61 5.6 -0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 58 6.2 -0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 50 15.1 +8.6
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -10 10.1 +3.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 59 2.3 -4.3
IVES Wedbush ETFMG Global Cloud Technology ETF 0.2 68 -3 4.1 -2.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.2 60 5 8.7 +2.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -5 13.7 +7.2
EMLP First Trust North American Energy Infrastructure Fund 0.1 95 -30 5.9 -0.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 26 11.1 +4.6

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 35.0 %
Divided by: Fwd. P/BV 4.9 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 6.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.37 CATEGORY
AVERAGE		 1.52
 
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.