First Trust Expanded Technology ETF
ALTAR
Score™
3.7% info Recommen-
dation
UNDERWEIGHT
2024E    2025E
P/E
ratio
28.6x P/Sales
ratio
6.6x
P/BV
ratio
6.4x Div.
yield
0.6%


  • 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) $19
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) $704,747
Large cap (>$10bn) 99.8%
Mid cap ($2-10bn) 0.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ALPHABET INC. CLASS A 5.3 %
META PLATFORMS INC 4.7 %
MICROSOFT CORP 4.6 %
NVIDIA CORP 4.6 %
MASTERCARD INCORPORATED CLASS A 4.6 %
VISA INC. CLASS A 4.6 %
BROADCOM INC. 4.4 %
APPLE INC 4.4 %
WALT DISNEY CO/THE 4.3 %
SALESFORCE.COM INC 4.2 %
Total 45.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.9% 38.8% -- -- 5.7%

Market Correlations
versus... Beta R-squared
S&P500 1.24 87%
MSCI EAFE 1.06 62%
MSCI Emg. Mkts. 0.84 39%

Technical Indicators
Recent close $26.91
30d moving avg. $22.23
Annualized volatility 24.9%
Short interest (ETF) 0.8%
Relative strength (RSI) 79

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $90,971

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 716 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™: 3.7%


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 51.2 41 24 4.2 +0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 48.3 40 25 3.9 +0.2
PZLG Puzzle Mature Growth 48.2 0 65 4.2 +0.6
IYW iShares U.S. Technology ETF 47.6 40 25 4.1 +0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 46.9 60 5 3.7 +0.0
XNTK SPDR NYSE Technology ETF 46.8 35 30 3.7 +0.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 46.5 75 -10 3.6 -0.1
QGRW WisdomTree U.S. Quality Growth Fund 46.4 28 37 4.4 +0.7
XLK Technology Select Sector SPDR Fund 45.0 9 56 4.9 +1.2
PWB Invesco Large Cap Growth ETF 44.1 56 9 3.0 -0.7
VEGN US Vegan Climate ETF 41.5 60 5 4.5 +0.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 41.2 57 8 3.7 +0.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 40.9 50 15 4.5 +0.8
FTEC Fidelity MSCI Information Technology Index ETF 40.6 8 57 4.4 +0.7
IETC iShares U.S. Tech Independence Focused ETF 40.4 18 47 4.2 +0.6
QQQ Invesco QQQ Trust Series I 40.0 20 45 4.4 +0.7
QQQM Invesco NASDAQ 100 ETF 40.0 15 50 4.4 +0.7
QQMG Invesco ESG NASDAQ 100 ETF 39.7 20 45 4.4 +0.8
CHAT Roundhill Generative AI & Technology ETF 39.7 75 -10 3.7 +0.0
MTUM iShares MSCI USA Momentum Factor ETF 39.6 15 50 3.5 -0.1
DEMZ Democratic Large Cap Core ETF 39.6 45 20 4.0 +0.3
VGT Vanguard Information Technology ETF 39.3 10 55 4.3 +0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 39.2 30 35 4.5 +0.8
QUAL iShares MSCI USA Quality Factor ETF 39.1 15 50 5.2 +1.6
USMC Principal U.S. Mega-Cap ETF 38.8 12 53 4.8 +1.1
VSLU Applied Finance Valuation Large Cap ETF 38.3 49 16 5.9 +2.2
DFNV Donoghue Forlines Innovation ETF 37.6 69 -4 4.9 +1.3
MGK Vanguard Mega Cap Growth ETF 37.5 7 58 4.1 +0.4
AIQ Global X Artificial Intelligence & Technology ETF 37.2 68 -3 3.7 +0.0
IWY iShares Russell Top 200 Growth ETF 36.8 20 45 4.6 +0.9
SCHG Schwab U.S. Large-Cap Growth ETF 36.4 4 61 4.1 +0.4
IVW iShares S&P 500 Growth ETF 36.4 18 47 4.2 +0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 36.3 4 61 4.4 +0.7
VUG Vanguard Growth ETF 36.2 4 61 4.0 +0.4
SPMO Invesco S&P 500 Momentum ETF 35.9 13 52 3.5 -0.2
IWF iShares Russell 1000 Growth ETF 35.5 19 46 4.5 +0.8
IXN iShares Global Tech ETF 35.3 41 24 6.1 +2.4
VONG Vanguard Russell 1000 Growth ETF 35.3 8 57 4.6 +0.9
IUSG iShares Core S&P U.S. Growth ETF 35.2 4 61 4.4 +0.7
SNPG Xtrackers S&P 500 Growth ESG ETF 34.8 15 50 4.5 +0.8
JGRO JPMorgan Active Growth ETF 34.5 44 21 3.2 -0.5
LRND IQ U.S. Large Cap R&D Leaders ETF 34.4 14 51 6.2 +2.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 34.1 40 25 5.3 +1.6
SPHQ Invesco S&P 500 Quality ETF 33.8 15 50 5.2 +1.6
FLQL Franklin LibertyQ U.S. Equity ETF 33.6 15 50 5.8 +2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 33.5 18 47 4.1 +0.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 33.4 65 0 3.5 -0.2
CACG ClearBridge All Cap Growth ESG ETF 33.3 54 11 3.3 -0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 33.1 12 53 4.3 +0.6
IGPT Invesco AI and Next Gen Software ETF 33.1 60 5 3.5 -0.2
PSET Principal Quality ETF 32.9 15 50 5.5 +1.8
TMFC Motley Fool 100 Index ETF 32.9 50 15 3.7 +0.1
STXG Strive 1000 Growth ETF 32.9 18 47 4.0 +0.3
METV Roundhill Ball Metaverse ETF 32.8 59 6 3.2 -0.5
CLOD Themes Cloud Computing ETF 32.5 35 30 3.6 -0.1
FMET Fidelity Metaverse ETF 32.4 39 26 4.7 +1.0
CAML Congress Large Cap Growth ETF 32.4 66 -1 3.3 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 32.4 100 -35 4.2 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 32.2 21 44 3.7 -0.0
XLG Invesco S&P 500 Top 50 ETF 32.1 20 45 4.4 +0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 32.0 45 20 4.5 +0.8
ILCG iShares Morningstar Growth ETF 31.8 4 61 3.9 +0.2
BTHM BlackRock Future U.S. Themes ETF 31.7 60 5 4.0 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 31.7 75 -10 4.4 +0.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 31.5 15 50 4.7 +1.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 31.1 45 20 5.8 +2.1
SPXV ProShares S&P 500 Ex-Health Care ETF 31.1 9 56 4.8 +1.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 31.1 7 58 5.0 +1.3
GGRW Gabelli Growth Innovators ETF 30.9 90 -25 2.1 -1.6
FLRG Fidelity U.S. Multifactor ETF 30.9 15 50 7.5 +3.8
NACP Impact Shares NAACP Minority Empowerment ETF 30.8 49 16 4.8 +1.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 30.8 49 16 4.6 +0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 30.8 10 55 5.2 +1.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 30.7 50 15 5.4 +1.7
GSPY Gotham Enhanced 500 ETF 30.6 50 15 5.2 +1.6
FQAL Fidelity Quality Factor ETF 30.5 15 50 5.7 +2.0
OEF iShares S&P 100 ETF 30.5 20 45 4.8 +1.1
JQUA JPMorgan U.S. Quality Factor ETF 30.4 12 53 5.7 +2.0
SFYF SoFi Social 50 ETF 30.4 29 36 -0.3 -4.0
VOOG Vanguard S&P 500 Growth ETF 30.3 10 55 5.1 +1.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 30.3 15 50 5.7 +2.0
IWL iShares Russell Top 200 ETF 30.2 15 50 4.8 +1.1
LRGE ClearBridge Large Cap Growth ESG ETF 30.0 59 6 3.3 -0.4
DUHP Dimensional US High Profitability ETF 29.9 21 44 6.7 +3.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 29.9 10 55 4.8 +1.1
XVV iShares ESG Screened S&P 500 ETF 29.9 8 57 4.9 +1.2
MGC Vanguard Mega Cap ETF 29.9 7 58 4.9 +1.2
RUFF Alpha Dog ETF 29.8 94 -29 4.6 +0.9
RPG Invesco S&P 500 Pure Growth ETF 29.7 35 30 3.3 -0.4
SMH VanEck Semiconductor ETF 29.6 35 30 3.7 -0.0
SPXE ProShares S&P 500 Ex-Energy ETF 29.5 9 56 5.0 +1.3
MVPS Amplify Thematic All-Stars ETF 29.5 49 16 2.7 -1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 29.5 10 55 4.7 +1.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 29.4 40 25 3.3 -0.4
RVRB Reverb ETF 29.3 30 35 4.8 +1.1
FBCG Fidelity Blue Chip Growth ETF 29.1 59 6 2.5 -1.2
IGV iShares Expanded Tech-Software Sector ETF 29.1 41 24 3.3 -0.4
SPXN ProShares S&P 500 Ex-Financials ETF 29.0 9 56 5.0 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 29.0 0 65 5.1 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 29.0 7 58 5.0 +1.3
ESGV Vanguard ESG U.S. Stock ETF 29.0 9 56 4.9 +1.2
EPS WisdomTree U.S. LargeCap Fund 28.9 8 57 6.2 +2.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 28.9 20 45 4.9 +1.2
VOTE TCW Transform 500 ETF 28.9 5 60 5.0 +1.3
FTGS First Trust Growth Strength ETF 28.8 60 5 5.4 +1.7
NULC Nuveen ESG Large-Cap ETF 28.8 21 44 5.4 +1.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 28.8 15 50 7.1 +3.5
AOTG AOT Growth and Innovation ETF 28.8 75 -10 2.9 -0.8
FDMO Fidelity Momentum Factor ETF 28.7 15 50 3.5 -0.2
TTAC FCF US Quality ETF 28.7 59 6 6.5 +2.8
CATH Global X S&P 500 Catholic Values Custom ETF 28.5 29 36 5.0 +1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 28.5 80 -15 4.2 +0.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 28.5 2 63 5.1 +1.4
SUSA iShares MSCI USA ESG Select ETF 28.4 25 40 5.2 +1.5
STRV Strive 500 ETF 28.4 5 60 5.0 +1.4
VOO Vanguard S&P 500 ETF 28.4 3 62 5.1 +1.5
IVV iShares Core S&P 500 ETF 28.3 3 62 5.1 +1.4
SPY SPDR S&P 500 ETF Trust 28.3 9 56 5.0 +1.3
SPLG SPDR Portfolio S&P 500 ETF 28.2 2 63 5.1 +1.4
VERS ProShares Metaverse ETF 28.2 58 7 -7.7 -11.4
HAPI Harbor Human Capital Factor US Large Cap ETF 28.2 36 29 4.6 +0.9
QLC FlexShares US Quality Large Cap Index Fund 28.1 25 40 5.4 +1.7
VV Vanguard Large-Cap ETF 28.0 4 61 5.0 +1.4
ADME Aptus Drawdown Managed Equity ETF 28.0 79 -14 4.2 +0.5
PBUS Invesco MSCI USA ETF 28.0 4 61 5.1 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 28.0 60 5 5.4 +1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 27.9 9 56 5.6 +2.0
RFFC ALPS Active Equity Opportunity ETF 27.9 48 17 4.4 +0.7
WFH Direxion Work From Home ETF 27.9 45 20 0.0 -3.7
WOMN Impact Shares YWCA Women's Empowerment ETF 27.9 75 -10 4.9 +1.2
FSST Fidelity Sustainable U.S. Equity ETF 27.8 59 6 4.8 +1.1
SFY SoFi Select 500 ETF 27.8 0 65 4.9 +1.2
HLAL Wahed FTSE USA Shariah ETF 27.8 50 15 4.8 +1.1
ILCB iShares Morningstar U.S. Equity ETF 27.8 3 62 5.1 +1.4
FMIL Fidelity New Millennium ETF 27.7 59 6 4.6 +0.9
DARP Grizzle Growth ETF 27.6 75 -10 2.9 -0.8
SCHX Schwab U.S. Large-Cap ETF 27.5 3 62 5.1 +1.4
RECS Columbia Research Enhanced Core ETF 27.2 15 50 5.4 +1.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 27.2 14 51 5.2 +1.5
SHE SPDR MSCI USA Gender Diversity ETF 27.2 20 45 4.8 +1.1
SCHK Schwab 1000 Index ETF 27.0 5 60 5.1 +1.4
ESGU iShares ESG Aware MSCI USA ETF 27.0 15 50 5.1 +1.4
IYY iShares Dow Jones U.S. ETF 27.0 20 45 4.9 +1.2
IWB iShares Russell 1000 ETF 27.0 15 50 5.0 +1.3
VONE Vanguard Russell 1000 ETF 27.0 8 57 5.0 +1.4
NANC Unusual Whales Subversive Democratic Trading ETF 26.8 75 -10 3.6 -0.1
GGME Invesco Next Gen Media and Gaming ETF 26.8 60 5 6.1 +2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 26.8 20 45 4.9 +1.2
XDAT Franklin Exponential Data ETF 26.8 50 15 2.8 -0.9
DFUS Dimensional U.S. Equity ETF 26.7 9 56 5.0 +1.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 26.7 3 62 5.2 +1.6
APUE ActivePassive U.S. Equity ETF 26.6 45 20 4.8 +1.2
SOXX iShares Semiconductor ETF 26.6 35 30 4.7 +1.0
SOXQ Invesco PHLX Semiconductor ETF 26.6 19 46 4.5 +0.9
FIVG Defiance Next Gen Connectivity ETF 26.5 30 35 6.3 +2.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 26.3 32 33 5.1 +1.4
CARZ First Trust NASDAQ Global Auto Index Fund 26.3 70 -5 2.9 -0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 26.3 79 -14 5.2 +1.5
SCHB Schwab U.S. Broad Market ETF 26.2 3 62 5.0 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 26.2 11 54 5.0 +1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 26.2 3 62 5.0 +1.3
HDUS Hartford Disciplined US Equity ETF 26.2 19 46 6.0 +2.3
IQM Franklin Intelligent Machines ETF 26.2 50 15 2.8 -0.9
WISE Themes Generative Artificial Intelligence ETF 26.2 35 30 2.0 -1.7
PTF Invesco Dorsey Wright Technology Momentum ETF 26.2 60 5 0.4 -3.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 26.1 15 50 5.2 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 26.1 11 54 5.1 +1.4
VTI Vanguard Total Stock Market ETF 26.1 3 62 4.9 +1.2
IWV iShares Russell 3000 ETF 26.1 20 45 4.8 +1.2
TIME Clockwise Core Equity & Innovation ETF 26.0 95 -30 1.9 -1.8
VTHR Vanguard Russell 3000 ETF 26.0 10 55 4.9 +1.2
KNCT Invesco Next Gen Connectivity ETF 26.0 40 25 8.9 +5.3
JMOM JPMorgan U.S. Momentum Factor ETF 26.0 12 53 4.8 +1.1
QGRO American Century U.S. Quality Growth ETF 25.9 29 36 5.6 +1.9
USXF iShares ESG Advanced MSCI USA ETF 25.9 10 55 5.0 +1.3
INNO Harbor Disruptive Innovation ETF 25.7 75 -10 -3.5 -7.1
DSI iShares MSCI KLD 400 Social ETF 25.6 25 40 5.0 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 25.5 10 55 5.0 +1.3
LCLG Logan Capital Broad Innovative Growth ETF 25.4 99 -34 4.6 +0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 25.4 10 55 5.0 +1.3
QUS SPDR MSCI USA StrategicFactors ETF 25.3 15 50 5.9 +2.2
SNPE Xtrackers S&P 500 ESG ETF 25.3 10 55 5.1 +1.4
JHDV John Hancock U.S. High Dividend ETF 25.3 34 31 6.2 +2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 25.3 9 56 4.9 +1.2
AFLG First Trust Active Factor Large Cap ETF 25.2 55 10 5.9 +2.2
KRMA Global X Conscious Companies ETF 25.2 43 22 5.6 +2.0
ACVF American Conservative Values ETF 25.2 75 -10 4.3 +0.6
FDG American Century Focused Dynamic Growth ETF 25.2 45 20 2.5 -1.2
FXL First Trust Technology AlphaDEX Fund 25.1 61 4 4.9 +1.3
LRGF iShares U.S. Equity Factor ETF 25.0 8 57 5.6 +1.9
FTXL First Trust Nasdaq Semiconductor ETF 25.0 60 5 5.4 +1.8
PNQI Invesco NASDAQ Internet ETF 24.9 60 5 2.5 -1.2
DFAU Dimensional US Core Equity Market ETF 24.9 12 53 5.2 +1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 24.9 19 46 6.4 +2.8
CGGR Capital Group Growth ETF 24.8 39 26 3.3 -0.4
DFSU Dimensional US Sustainability Core 1 ETF 24.8 18 47 5.5 +1.8
VUSE Vident U.S. Equity Strategy ETF 24.7 50 15 3.5 -0.2
FCPI Fidelity Stocks for Inflation ETF 24.6 15 50 8.3 +4.6
RAFE PIMCO RAFI ESG U.S. ETF 24.5 29 36 7.1 +3.4
OGIG ALPS O'Shares Global Internet Giants ETF 24.3 48 17 0.4 -3.3
MBCC Monarch Blue Chips Core ETF 24.3 125 -60 3.3 -0.4
CGUS Capital Group Core Equity ETF 24.3 33 32 4.5 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 24.1 45 20 4.5 +0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 24.0 42 23 5.0 +1.3
ARVR First Trust Indxx Metaverse ETF 23.9 70 -5 3.0 -0.7
SAMT Strategas Macro Thematic Opportunities ETF 23.9 65 0 4.6 +0.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 23.8 35 30 4.7 +1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 23.7 9 56 5.3 +1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 23.6 80 -15 5.7 +2.0
STXD Strive 1000 Dividend Growth ETF 23.6 35 30 5.1 +1.4
BUZZ VanEck Social Sentiment ETF 23.6 75 -10 1.5 -2.2
JHML John Hancock Multifactor Large Cap ETF 23.6 29 36 5.5 +1.8
QDF FlexShares Quality Dividend Index Fund 23.5 37 28 4.8 +1.2
WRND IQ Global Equity R&D Leaders ETF 23.2 18 47 10.2 +6.5
TOK iShares MSCI Kokusai ETF 23.2 26 39 5.1 +1.4
DGRW WisdomTree US Quality Dividend Growth Fund 23.2 28 37 6.0 +2.3
PSI Invesco Semiconductors ETF 23.0 57 8 4.6 +0.9
KOCG FIS Knights of Columbus Global Belief ETF 22.9 75 -10 8.0 +4.3
FVAL Fidelity Value Factor ETF 22.9 15 50 7.4 +3.7
GDEF Goldman Sachs Defensive Equity ETF 22.8 55 10 4.3 +0.6
GBUY Goldman Sachs Future Consumer Equity ETF 22.8 75 -10 3.0 -0.7
OALC OneAscent Large Cap Core ETF 22.8 86 -21 5.8 +2.1
NBDS Neuberger Berman Disrupters ETF 22.6 55 10 1.8 -1.9
NULG Nuveen ESG Large-Cap Growth ETF 22.4 26 39 4.2 +0.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 22.2 48 17 6.1 +2.4
IUS Invesco RAFI Strategic US ETF 22.2 19 46 7.2 +3.5
BKWO BNY Mellon Women's Opportunities ETF 22.1 50 15 3.8 +0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 22.1 25 40 5.5 +1.8
URTH iShares MSCI World ETF 22.0 24 41 5.2 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 22.0 37 28 4.6 +0.9
IOO iShares Global 100 ETF 21.8 41 24 4.5 +0.9
SKYY First Trust Cloud Computing ETF 21.7 60 5 3.5 -0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 21.7 45 20 1.3 -2.4
DFAC Dimensional U.S. Core Equity 2 ETF 21.6 17 48 5.5 +1.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 21.5 12 53 4.7 +1.1
FDWM Fidelity Women's Leadership ETF 21.5 59 6 4.7 +1.0
AVUS Avantis U.S. Equity ETF 21.5 15 50 5.9 +2.2
IVRS iShares Future Metaverse Tech and Communications ETF 21.5 47 18 -5.2 -8.9
VNSE Natixis Vaughan Nelson Select ETF 21.4 80 -15 3.2 -0.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 21.4 58 7 4.7 +1.0
DIA SPDR Dow Jones Industrial Average ETF Trust 21.3 16 49 5.7 +2.0
JVAL JPMorgan U.S. Value Factor ETF 21.2 12 53 8.2 +4.5
LCF Touchstone US Large Cap Focused ETF 21.2 69 -4 4.4 +0.7
TRFM AAM Transformers ETF 21.1 49 16 1.3 -2.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 21.0 55 10 3.7 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 20.8 10 55 5.4 +1.8
VIG Vanguard Dividend Appreciation ETF 20.7 6 59 5.7 +2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 20.5 20 45 5.3 +1.7
GK AdvisorShares Gerber Kawasaki ETF 20.5 75 -10 3.0 -0.7
QTUM Defiance Quantum ETF 20.0 40 25 3.7 +0.1
LVOL American Century Low Volatility ETF 20.0 29 36 5.2 +1.5
TRFK Pacer Data and Digital Revolution ETF 19.9 60 5 3.7 +0.1
FDRR Fidelity Dividend ETF for Rising Rates 19.9 15 50 7.6 +3.9
PDP Invesco Dorsey Wright Momentum ETF 19.9 62 3 3.3 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 19.8 22 43 5.0 +1.3
ACWI iShares MSCI ACWI ETF 19.8 32 33 6.7 +3.1
JOET Virtus Terranova US Quality Momentum ETF 19.7 29 36 5.1 +1.4
CHGX AXS Change Finance ESG ETF 19.7 49 16 4.9 +1.2
EDOW First Trust Dow 30 Equal Weight ETF 19.5 50 15 5.9 +2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 19.4 29 36 6.1 +2.4
FDLO Fidelity Low Volatility Factor ETF 19.3 15 50 5.4 +1.7
WUGI AXS Esoterica NextG Economy ETF 19.3 75 -10 1.9 -1.8
GLOF iShares Global Equity Factor ETF 19.1 20 45 6.7 +3.0
XLC Communication Services Select Sector SPDR Fund 18.9 9 56 6.6 +2.9
ANEW ProShares MSCI Transformational Changes ETF 18.9 45 20 3.2 -0.5
VFMO Vanguard U.S. Momentum Factor ETF 18.8 13 52 2.7 -1.0
ZECP Zacks Earnings Consistent Portfolio ETF 18.7 55 10 4.8 +1.1
FDVV Fidelity High Dividend ETF 18.7 15 50 8.5 +4.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 18.6 52 13 6.0 +2.3
PFM Invesco Dividend Achievers ETF 18.5 53 12 5.6 +1.9
KOIN Capital Link Global Fintech Leaders ETF 18.5 75 -10 4.4 +0.7
CGGO Capital Group Global Growth Equity ETF 18.3 47 18 4.1 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 18.1 43 22 5.1 +1.4
GDIV Harbor Dividend Growth Leaders ETF 18.1 50 15 5.9 +2.2
VOX Vanguard Communication Services ETF 18.1 10 55 4.9 +1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 18.1 28 37 6.2 +2.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 18.0 56 9 6.1 +2.4
FCOM Fidelity MSCI Communication Services Index ETF 17.8 8 57 4.7 +1.0
VT Vanguard Total World Stock ETF 17.8 7 58 6.6 +3.0
GINN Goldman Sachs Innovate Equity ETF 17.5 52 13 2.6 -1.1
MOTE VanEck Morningstar ESG Moat ETF 17.4 49 16 5.1 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 17.2 9 56 6.5 +2.9
DVND Touchstone Dividend Select ETF 17.2 67 -2 6.3 +2.6
QWLD SPDR MSCI World StrategicFactors ETF 17.1 30 35 5.8 +2.1
IXP iShares Global Comm Services ETF 17.0 42 23 5.1 +1.4
ROUS Hartford Multifactor US Equity ETF 17.0 19 46 6.3 +2.6
MILN Global X Millennial Consumer ETF 16.8 50 15 3.0 -0.7
MRAD SmartETFs Advertising & Marketing Technology ETF 16.8 68 -3 4.2 +0.5
ROE Astoria US Quality Kings ETF 16.7 49 16 7.9 +4.3
DRIV Global X Autonomous & Electric Vehicles ETF 16.7 68 -3 3.0 -0.7
FDN First Trust Dow Jones Internet Index Fund 16.7 52 13 1.5 -2.2
PEXL Pacer US Export Leaders ETF 16.4 60 5 4.9 +1.2
VOOV Vanguard S&P 500 Value ETF 16.4 10 55 5.6 +1.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 16.4 68 -3 4.5 +0.8
SPHB Invesco S&P 500 High Beta ETF 16.3 25 40 4.8 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 16.3 59 6 2.8 -0.9
FCLD Fidelity Cloud Computing ETF 16.2 39 26 2.3 -1.4
FLLV Franklin U.S. Low Volatility ETF 16.2 29 36 5.9 +2.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 16.2 40 25 8.3 +4.6
YLDE ClearBridge Dividend Strategy ESG ETF 16.2 60 5 5.4 +1.7
VFQY Vanguard U.S. Quality Factor ETF 16.0 13 52 7.1 +3.4
DTD WisdomTree U.S. Total Dividend Fund 15.8 28 37 6.4 +2.7
CGDV Capital Group Dividend Value ETF 15.8 33 32 5.6 +1.9
IBLC iShares Blockchain and Tech ETF 15.8 47 18 -1.0 -4.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 15.7 25 40 5.9 +2.2
RDVY First Trust Rising Dividend Achievers ETF 15.6 50 15 9.5 +5.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 15.4 15 50 9.9 +6.2
BUL Pacer US Cash Cows Growth ETF 15.4 60 5 7.3 +3.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 15.4 75 -10 2.0 -1.7
BWEB Bitwise Web3 ETF 15.1 85 -20 1.0 -2.7
FFND Future Fund Active ETF 15.1 100 -35 1.1 -2.6
ESGS Columbia U.S. ESG Equity Income ETF 15.0 35 30 6.3 +2.6
HKND Humankind US Stock ETF 14.8 11 54 6.8 +3.1
SPGP Invesco S&P 500 GARP ETF 14.8 34 31 8.4 +4.7
DIP BTD Capital Fund 14.8 129 -64 4.3 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 14.8 25 40 6.7 +3.0
NXTG First Trust Indxx NextG ETF 14.7 70 -5 9.8 +6.1
FNDX Schwab Fundamental US Large Co. Index ETF 14.6 25 40 7.0 +3.3
ITAN Sparkline Intangible Value ETF 14.6 50 15 6.5 +2.9
HAPY Harbor Human Capital Factor Unconstrained ETF 14.4 50 15 4.7 +1.0
IDAT iShares Future Cloud 5G and Tech ETF 14.1 47 18 4.2 +0.5
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 13.8 106 -41 3.0 -0.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 13.7 61 4 -2.9 -6.6
DFND Siren DIVCON Dividend Defender ETF 13.7 189 -124 4.0 +0.4
JEPI JPMorgan Equity Premium Income ETF 13.7 35 30 5.3 +1.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 13.6 69 -4 -1.2 -4.9
USMV iShares MSCI USA Min Vol Factor ETF 13.6 15 50 6.0 +2.3
FNDB Schwab Fundamental US Broad Market Index ETF 13.6 25 40 7.0 +3.3
XT iShares Exponential Technologies ETF 13.5 46 19 3.8 +0.1
GURU Global X Guru Index ETF 13.4 75 -10 2.7 -1.0
XSD SPDR S&P Semiconductor ETF 13.3 35 30 4.6 +0.9
DGRO iShares Core Dividend Growth ETF 13.2 8 57 6.4 +2.8
CBSE Clough Select Equity ETF 13.0 85 -20 0.6 -3.1
BIBL Inspire 100 ETF 12.9 35 30 4.7 +1.0
AVLV Avantis U.S. Large Cap Value ETF 12.8 15 50 7.4 +3.8
IBOT Vaneck Robotics ETF 12.8 47 18 3.4 -0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 12.8 60 5 4.3 +0.6
BTEK Future Tech ETF 12.8 88 -23 1.9 -1.8
NTZG Nuveen Global Net Zero Transition ETF 12.8 56 9 4.8 +1.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 12.7 75 -10 2.9 -0.7
ACSI American Customer Satisfaction ETF 12.7 65 0 4.4 +0.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 12.7 70 -5 5.0 +1.3
PY Principal Value ETF 12.7 15 50 7.5 +3.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.7 18 47 6.3 +2.6
SPRX Spear Alpha ETF 12.7 75 -10 3.0 -0.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 12.6 65 0 1.5 -2.2
VLU SPDR S&P 1500 Value Tilt ETF 12.6 12 53 7.0 +3.4
TINY ProShares Nanotechnology ETF 12.3 58 7 1.7 -2.0
FUNL CornerCap Fundametrics Large-Cap ETF 12.3 50 15 7.0 +3.3
FPAG FPA Global Equity ETF 12.3 49 16 5.4 +1.7
TOLL Tema Monopolies and Oligopolies ETF 12.3 75 -10 2.6 -1.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 12.1 47 18 1.1 -2.6
DTEC ALPS Disruptive Technologies ETF 12.0 50 15 3.1 -0.6
POWA Invesco Bloomberg Pricing Power ETF 11.9 40 25 5.0 +1.3
HLGE Hartford Longevity Economy ETF 11.8 44 21 6.4 +2.7
KRUZ Unusual Whales Subversive Republican Trading ETF 11.4 75 -10 5.0 +1.3
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 11.3 75 -10 5.5 +1.8
XLF Financial Select Sector SPDR Fund 11.0 9 56 5.9 +2.3
MINV Matthews Asia Innovators Active ETF 11.0 79 -14 2.7 -1.0
IYJ iShares U.S. Industrials ETF 10.9 40 25 4.8 +1.1
ILCV iShares Morningstar Value ETF 10.9 4 61 6.6 +3.0
VFH Vanguard Financials ETF 10.8 10 55 6.4 +2.7
FNCL Fidelity MSCI Financials Index ETF 10.8 8 57 6.4 +2.7
XSW SPDR S&P Software & Services ETF 10.8 35 30 2.8 -0.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.7 35 30 7.0 +3.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.7 15 50 6.9 +3.2
SPXT ProShares S&P 500 Ex-Technology ETF 10.7 9 56 5.6 +1.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.7 60 5 5.0 +1.3
DIVB iShares Core Dividend ETF 10.6 5 60 7.9 +4.2
BUYZ Franklin Disruptive Commerce ETF 10.5 50 15 2.1 -1.6
FTCS First Trust Capital Strength ETF 10.5 55 10 5.5 +1.8
IPDP Dividend Performers ETF 10.5 122 -57 4.7 +1.0
USMF WisdomTree U.S. Multifactor Fund 10.4 28 37 6.9 +3.2
WLDR Affinity World Leaders Equity ETF 10.2 67 -2 8.3 +4.6
PRF Invesco FTSE RAFI US 1000 ETF 10.2 39 26 7.2 +3.5
LOUP Innovator Deepwater Frontier Tech ETF 10.1 70 -5 1.9 -1.7
SSPY Syntax Stratified LargeCap ETF 10.1 30 35 6.4 +2.7
VALQ American Century U.S. Quality Value ETF 10.0 29 36 7.3 +3.7
MOAT VanEck Morningstar Wide Moat ETF 10.0 46 19 6.2 +2.5
SOCL Global X Social Media ETF 9.9 65 0 -7.1 -10.8
PRAY FIS Christian Stock Fund 9.8 69 -4 5.9 +2.2
VFMF Vanguard U.S. Multifactor ETF 9.8 18 47 8.5 +4.8
SYNB Putnam BioRevolution ETF 9.8 70 -5 2.7 -0.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.8 50 15 7.8 +4.1
BLOK Amplify Transformational Data Sharing ETF 9.8 75 -10 0.7 -3.0
DEUS Xtrackers Russell US Multifactor ETF 9.7 17 48 7.0 +3.3
RWL Invesco S&P 500 Revenue ETF 9.6 39 26 6.6 +2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.5 9 56 6.0 +2.3
IXG iShares Global Financials ETF 9.5 42 23 6.7 +3.0
CLNR IQ Cleaner Transport ETF 9.5 45 20 12.9 +9.2
JSTC Adasina Social Justice All Cap Global ETF 9.3 89 -24 4.6 +0.9
YALL God Bless America ETF 9.3 65 0 3.8 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 9.2 64 1 2.1 -1.6
IYG iShares US Financial Services ETF 9.1 40 25 5.7 +2.0
ARKW ARK Next Generation Internet ETF 9.1 87 -22 -3.0 -6.7
HART IQ Healthy Hearts ETF 9.1 45 20 5.2 +1.5
ETHO Etho Climate Leadership U.S. ETF 9.0 47 18 3.6 -0.1
BULD Pacer BlueStar Engineering the Future ETF 9.0 60 5 1.1 -2.6
ROBO ROBO Global Robotics & Automation Index ETF 8.9 95 -30 2.6 -1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 8.8 20 45 7.1 +3.4
CFA VictoryShares US 500 Volatility Wtd ETF 8.8 35 30 5.9 +2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.8 40 25 5.8 +2.2
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 5 6.8 +3.2
VOT Vanguard Mid-Cap Growth ETF 8.6 7 58 4.1 +0.4
EQUL IQ Engender Equality ETF 8.6 45 20 6.9 +3.2
FEX First Trust Large Cap Core AlphaDEX Fund 8.5 59 6 5.9 +2.2
OCEN IQ Clean Oceans ETF 8.5 45 20 4.9 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 8.5 20 45 6.3 +2.6
XITK SPDR FactSet Innovative Technology ETF 8.5 45 20 2.5 -1.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.4 65 0 8.1 +4.5
GDVD R3 Global Dividend Growth ETF 8.4 88 -23 5.5 +1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.2 7 58 8.3 +4.7
CLOU Global X Cloud Computing ETF 8.2 68 -3 2.2 -1.5
MAKX ProShares S&P Kensho Smart Factories ETF 8.2 58 7 0.3 -3.3
DIVZ TrueShares Low Volatility Equity Income ETF 8.1 65 0 8.3 +4.6
PFI Invesco Dorsey Wright Financial Momentum ETF 8.1 60 5 5.5 +1.8
DGT SPDR Global Dow ETF 8.0 50 15 6.4 +2.7
ADIV SmartETFs Asia Pacific Dividend Builder ETF 8.0 78 -13 8.6 +4.9
CIBR First Trust NASDAQ Cybersecurity ETF 8.0 60 5 3.9 +0.2
NULV Nuveen ESG Large-Cap Value ETF 8.0 26 39 7.1 +3.4
DUSA Davis Select U.S. Equity ETF 8.0 61 4 7.1 +3.4
DSTL Distillate US Fundamental Stability & Value ETF 8.0 39 26 8.3 +4.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 7.9 41 24 8.6 +4.9
NETZ TCW Transform Systems ETF 7.9 75 -10 3.3 -0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.9 29 36 8.2 +4.5
FITE SPDR S&P Kensho Future Security ETF 7.8 45 20 2.9 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 7.8 13 52 5.2 +1.6
BGIG Bahl & Gaynor Income Growth ETF 7.8 45 20 5.2 +1.5
SIZE iShares MSCI USA Size Factor ETF 7.8 15 50 6.0 +2.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.7 60 5 3.9 +0.2
KOMP SPDR S&P Kensho New Economies Composite ETF 7.7 20 45 2.0 -1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.7 18 47 7.5 +3.8
DWLD Davis Select Worldwide ETF 7.7 63 2 5.5 +1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 7.6 6 59 4.2 +0.5
RSP Invesco S&P 500 Equal Weight ETF 7.5 20 45 6.1 +2.4
EUSA iShares MSCI USA Equal Weighted ETF 7.5 9 56 6.1 +2.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.5 25 40 5.8 +2.1
SPLV Invesco S&P 500 Low Volatility ETF 7.5 25 40 5.7 +2.0
ALTL Pacer Lunt Large Cap Alternator ETF 7.5 60 5 5.3 +1.7
VLUE iShares MSCI USA Value Factor ETF 7.4 15 50 10.7 +7.1
AIEQ AI Powered Equity ETF 7.4 75 -10 3.3 -0.4
ARKF ARK Fintech Innovation ETF 7.4 75 -10 -2.5 -6.2
TMFG Motley Fool Global Opportunities ETF 7.3 85 -20 3.3 -0.4
BFOR ALPS Barron's 400 ETF 7.2 65 0 6.4 +2.7
IWP iShares Russell Mid-Cap Growth ETF 7.1 23 42 3.8 +0.1
DIVS SmartETFs Dividend Builder ETF 7.0 65 0 4.5 +0.8
WCLD WisdomTree Cloud Computing Fund 6.9 45 20 1.6 -2.1
MBOX Freedom Day Dividend ETF 6.9 39 26 7.5 +3.9
IYZ iShares U.S. Telecommunications ETF 6.9 40 25 8.1 +4.4
VO Vanguard Mid-Cap ETF 6.8 4 61 5.8 +2.1
CWS AdvisorShares Focused Equity ETF 6.8 84 -19 4.7 +1.0
ARKQ ARK Autonomous Technology & Robotics ETF 6.8 75 -10 2.0 -1.7
KLDW Knowledge Leaders Developed World ETF 6.8 75 -10 4.6 +1.0
ULVM VictoryShares US Value Momentum ETF 6.8 20 45 7.3 +3.6
EVUS iShares ESG Aware MSCI USA Value ETF 6.7 18 47 6.7 +3.0
XTL SPDR S&P Telecom ETF 6.7 35 30 6.0 +2.3
DTCR Global X Data Center & Digital Infrastructure ETF 6.5 50 15 2.6 -1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 6.3 58 7 5.3 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.3 52 13 5.3 +1.6
MOTO SmartETFs Smart Transportation & Technology ETF 6.2 68 -3 6.1 +2.4
PKW Invesco Buyback Achievers ETF 6.2 62 3 7.1 +3.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 6.2 75 -10 4.6 +0.9
JAVA JPMorgan Active Value ETF 6.1 44 21 6.2 +2.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.0 75 -10 6.5 +2.8
MGV Vanguard Mega Cap Value ETF 6.0 7 58 6.8 +3.1
VYM Vanguard High Dividend Yield Index ETF 5.9 6 59 7.3 +3.6
ISHP First Trust Nasdaq Retail ETF 5.8 60 5 3.0 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.8 20 45 9.3 +5.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 5.7 56 9 1.6 -2.1
IWX iShares Russell Top 200 Value ETF 5.6 20 45 6.5 +2.8
IVE iShares S&P 500 Value ETF 5.5 18 47 6.5 +2.9
BLES Inspire Global Hope ETF 5.5 61 4 6.1 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 5.5 4 61 6.7 +3.0
FINX Global X FinTech ETF 5.4 68 -3 3.2 -0.5
PZLD Puzzle Divdend Leaders 5.4 0 65 7.7 +4.0
IMCB iShares Morningstar Mid-Cap ETF 5.4 4 61 6.0 +2.3
VSDA VictoryShares Dividend Accelerator ETF 5.3 35 30 6.0 +2.3
VTV Vanguard Value ETF 5.3 4 61 7.0 +3.3
COWS Amplify Cash Flow Dividend Leaders ETF 5.2 0 65 10.5 +6.8
IWR iShares Russell Midcap ETF 5.2 19 46 5.6 +2.0
WGMI Valkyrie Bitcoin Miners ETF 5.1 75 -10 -9.2 -12.9
IUSV iShares Core S&P US Value ETF 5.1 4 61 6.8 +3.1
AUSF Global X Adaptive U.S. Factor ETF 5.1 27 38 9.0 +5.3
RUNN Running Oak Efficient Growth ETF 5.0 58 7 4.7 +1.1
SCHV Schwab U.S. Large-Cap Value ETF 4.9 4 61 6.6 +3.0
AESR Anfield U.S. Equity Sector Rotation ETF 4.9 108 -43 4.1 +0.4
HAIL SPDR S&P Kensho Smart Mobility ETF 4.9 45 20 -1.7 -5.3
VICE AdvisorShares Vice ETF 4.8 99 -34 7.4 +3.7
OND ProShares On-Demand ETF 4.8 58 7 -2.4 -6.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 4.7 58 7 4.2 +0.5
UDI USCF Dividend Income Fund 4.7 65 0 7.3 +3.6
VONV Vanguard Russell 1000 Value ETF 4.7 8 57 6.7 +3.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.7 39 26 4.0 +0.3
SNSR Global X Internet of Things ETF 4.7 68 -3 4.0 +0.4
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.6 61 4 -6.8 -10.5
IWD iShares Russell 1000 Value ETF 4.6 19 46 6.5 +2.8
AGQI First Trust Active Global Quality Income ETF 4.6 85 -20 5.4 +1.7
BOTZ Global X Robotics & Artificial Intelligence ETF 4.6 69 -4 2.1 -1.6
VIRS Pacer BioThreat Strategy ETF 4.6 70 -5 5.7 +2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.6 65 0 6.1 +2.4
MOTG VanEck Morningstar Global Wide Moat ETF 4.5 52 13 5.6 +1.9
EQAL Invesco Russell 1000 Equal Weight ETF 4.5 20 45 5.9 +2.2
IYC iShares U.S. Consumer Discretionary ETF 4.4 40 25 3.9 +0.2
BPAY BlackRock Future Financial and Technology ETF 4.4 70 -5 8.2 +4.6
JRNY ALPS Global Travel Beneficiaries ETF 4.3 65 0 -0.0 -3.7
ESPO VanEck Video Gaming and eSports ETF 4.2 56 9 4.1 +0.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 4.2 40 25 7.1 +3.4
WCBR WisdomTree Cybersecurity Fund 4.2 45 20 2.0 -1.7
SANE Subversive Mental Health ETF 4.1 75 -10 0.0 -3.7
DFUV Dimensional US Marketwide Value ETF 4.1 22 43 7.6 +3.9
FFTY Innovator IBD 50 ETF 4.1 80 -15 1.2 -2.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.1 15 50 7.0 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 4.0 81 -16 2.3 -1.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.0 12 53 5.7 +2.0
ROYA Tema Global Royalties ETF 4.0 75 -10 4.3 +0.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.9 39 26 -0.8 -4.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.9 60 5 6.9 +3.2
REVS Columbia Research Enhanced Value ETF 3.9 19 46 7.7 +4.0
DIVY Sound Equity Dividend Income ETF 3.8 45 20 10.4 +6.8
DFLV Dimensional US Large Cap Value ETF 3.6 22 43 7.8 +4.1
WTV WisdomTree US Value Fund of Benef Interest 3.6 12 53 8.6 +4.9
SRHQ SRH U.S. Quality ETF 3.5 35 30 8.0 +4.3
MDLV Morgan Dempsey Large Cap Value ETF 3.5 58 7 8.6 +4.9
FDL First Trust Morningstar Dividend Leaders Index Fund 3.5 45 20 9.6 +6.0
DHS WisdomTree U.S. High Dividend Fund 3.5 38 27 8.8 +5.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.4 15 50 6.8 +3.1
WCEO Hypatia Women CEO ETF 3.4 85 -20 5.1 +1.4
VXF Vanguard Extended Market ETF 3.4 6 59 3.9 +0.2
SDY SPDR S&P Dividend ETF 3.3 35 30 6.2 +2.5
TINT ProShares Smart Materials ETF 3.3 58 7 5.3 +1.6
BUG Global X Cybersecurity ETF 3.3 51 14 2.4 -1.3
IHAK iShares Cybersecurity & Tech ETF 3.3 47 18 3.1 -0.5
SPAM Themes Cybersecurity ETF 3.3 35 30 2.0 -1.7
JHMM John Hancock Multifactor Mid Cap ETF 3.2 42 23 6.5 +2.8
PWV Invesco Large Cap Value ETF 3.1 55 10 7.7 +4.0
CNRG SPDR S&P Kensho Clean Power ETF 3.1 45 20 -6.8 -10.5
HDV iShares Core High Dividend ETF 3.1 8 57 8.2 +4.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.0 27 38 8.5 +4.8
STXV Strive 1000 Value ETF 2.9 18 47 7.8 +4.2
ODDS Pacer BlueStar Digital Entertainment ETF 2.8 60 5 2.8 -0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.8 20 45 7.9 +4.2
IWS iShares Russell Mid-Cap Value ETF 2.7 23 42 6.5 +2.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.7 24 41 7.8 +4.1
IEDI iShares U.S. Consumer Focused ETF 2.6 18 47 5.0 +1.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.6 49 16 10.3 +6.7
ICAP InfraCap Equity Income Fund ETF 2.6 171 -106 6.6 +2.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 2.5 85 -20 -0.9 -4.6
BITQ Bitwise Crypto Industry Innovators ETF 2.5 85 -20 -3.9 -7.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.5 85 -20 4.4 +0.7
IWFH iShares Virtual Work and Life Multisector ETF 2.5 47 18 -3.5 -7.1
STCE Schwab Crypto Thematic ETF 2.5 30 35 -7.6 -11.3
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 36 10.5 +6.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.4 54 11 6.2 +2.5
TPHD Timothy Plan High Dividend Stock ETF 2.4 52 13 6.2 +2.5
NUDV Nuveen ESG Dividend ETF 2.3 26 39 7.4 +3.7
QDIV Global X S&P 500 Quality Dividend ETF 2.3 20 45 8.7 +5.0
TEMP JPMorgan Climate Change Solutions ETF 2.3 49 16 4.3 +0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.3 15 50 5.2 +1.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 45 5.5 +1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.3 30 35 7.9 +4.2
BNE Blue Horizon BNE ETF 2.2 87 -22 4.6 +0.9
MEM Matthews Emerging Markets Equity Active ETF 2.2 79 -14 5.5 +1.8
GCOW Pacer Global Cash Cows Dividend ETF 2.2 60 5 13.5 +9.8
CGRO CoreValues Alpha Greater China Growth ETF 2.2 75 -10 1.1 -2.5
SDOG ALPS Sector Dividend Dogs ETF 2.2 36 29 9.3 +5.6
SMRI Bushido Capital US Equity ETF 2.2 71 -6 10.4 +6.7
BKCH Global X Blockchain ETF 2.2 50 15 -4.6 -8.3
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 16 6.3 +2.6
CVAR Cultivar ETF 2.1 87 -22 6.9 +3.2
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.1 45 20 -3.2 -6.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.0 30 35 8.9 +5.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.0 61 4 6.4 +2.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.0 60 5 5.4 +1.7
FBCV Fidelity Blue Chip Value ETF 2.0 59 6 7.1 +3.4
ARKK ARK Innovation ETF 2.0 75 -10 -4.9 -8.6
FIXT Procure Disaster Recovery Strategy ETF 1.9 75 -10 5.6 +2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.9 38 27 8.2 +4.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.9 35 30 8.3 +4.6
SAGP Strategas Global Policy Opportunities ETF 1.9 65 0 4.3 +0.7
DIV Global X SuperDividend US ETF 1.9 45 20 7.8 +4.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.9 52 13 6.6 +2.9
DIVL Madison Dividend Value ETF 1.9 65 0 6.3 +2.6
DEW WisdomTree Global High Dividend Fund 1.9 58 7 8.9 +5.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.8 60 5 4.5 +0.8
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 61 6.2 +2.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 59 7.9 +4.3
QQQN VictoryShares Nasdaq Next 50 ETF 1.8 18 47 5.2 +1.5
GVLU Gotham 1000 Value ETF 1.7 50 15 7.4 +3.7
SQEW LeaderShares Equity Skew ETF 1.7 81 -16 5.9 +2.2
FPX First Trust US Equity Opportunities ETF 1.7 61 4 0.9 -2.7
MDCP VictoryShares THB Mid Cap ESG ETF 1.6 55 10 5.2 +1.5
HELX Franklin Genomic Advancements ETF 1.6 50 15 1.6 -2.1
VFVA Vanguard U.S. Value Factor ETF 1.6 13 52 10.5 +6.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.5 35 30 6.0 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.4 47 18 5.8 +2.1
TXS Texas Capital Texas Equity Index ETF 1.4 49 16 5.3 +1.7
ARKX ARK Space Exploration & Innovation ETF 1.4 75 -10 2.1 -1.6
PPA Invesco Aerospace & Defense ETF 1.4 58 7 3.2 -0.5
ROKT SPDR S&P Kensho Final Frontiers ETF 1.4 45 20 -0.6 -4.3
SMMD iShares Russell 2500 ETF 1.4 15 50 5.9 +2.2
PRNT 3D Printing ETF 1.3 66 -1 -4.0 -7.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 58 9.3 +5.6
SFYX SoFi Next 500 ETF 1.3 0 65 5.9 +2.2
JIG JPMorgan International Growth ETF 1.3 55 10 4.1 +0.4
DVY iShares Select Dividend ETF 1.3 38 27 8.8 +5.1
FLV American Century Focused Large Cap Value ETF 1.3 42 23 6.5 +2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.2 80 -15 5.0 +1.3
GLIF AGF Global Infrastructure ETF 1.2 45 20 5.4 +1.7
VB Vanguard Small-Cap ETF 1.2 5 60 5.3 +1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 1.2 15 50 5.7 +2.0
FDIV MarketDesk Focused U.S. Dividend ETF 1.2 35 30 5.2 +1.5
FVD First Trust Value Line Dividend Index Fund 1.1 65 0 6.0 +2.3
IVES Wedbush ETFMG Global Cloud Technology ETF 1.1 68 -3 1.3 -2.4
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.1 45 20 4.4 +0.7
VOE Vanguard Mid-Cap Value ETF 1.1 7 58 7.5 +3.8
VBK Vanguard Small-Cap Growth ETF 1.0 7 58 1.4 -2.3
BECO BlackRock Future Climate and Sustainable Economy ETF 1.0 70 -5 13.2 +9.6
FTA First Trust Large Cap Value AlphaDEX Fund 1.0 59 6 8.5 +4.8
MAGA Point Bridge America First ETF 0.9 72 -7 6.3 +2.7
TMFX Motley Fool Next Index ETF 0.9 50 15 3.1 -0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 26 4.3 +0.7
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 0 7.4 +3.7
DAT ProShares Big Data Refiners ETF 0.8 58 7 1.1 -2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 58 5.6 +1.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.8 20 45 9.9 +6.3
ACTV LeaderShares Activist Leaders ETF 0.8 75 -10 8.0 +4.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 40 6.7 +3.0
CSMD Congress SMid Growth ETF 0.8 69 -4 4.0 +0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 0.7 31 34 3.7 -0.0
DURA VanEck Durable High Dividend ETF 0.7 29 36 7.4 +3.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -2 9.6 +5.9
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 50 7.4 +3.7
FLDZ RiverNorth Patriot ETF 0.6 75 -10 5.9 +2.2
USVT US Value ETF 0.6 49 16 12.0 +8.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.6 60 5 9.2 +5.6
HERO Global X Video Games & Esports ETF 0.5 50 15 4.5 +0.8
NERD Roundhill Video Games ETF 0.5 50 15 7.3 +3.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.5 4 61 6.0 +2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.5 25 40 11.2 +7.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.5 39 26 8.4 +4.8
COWZ Pacer US Cash Cows 100 ETF 0.5 49 16 11.2 +7.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.5 61 4 4.6 +1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 40 8.6 +4.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 50 6.2 +2.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -5 2.1 -1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 10 55 6.8 +3.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 15 50 7.5 +3.8
IBUY Amplify Online Retail ETF 0.4 65 0 1.7 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 27 8.4 +4.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 5 6.9 +3.2
IPO Renaissance IPO ETF 0.3 60 5 -2.0 -5.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 5 6.1 +2.4
QVAL Alpha Architect US Quantitative Value ETF 0.3 39 26 11.7 +8.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.3 31 34 7.2 +3.6
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.3 70 -5 4.1 +0.4
TGRW T. Rowe Price Growth Stock ETF 0.3 52 13 3.9 +0.2
RNMC First Trust Mid Cap US Equity Select ETF 0.3 60 5 7.7 +4.0
CZA Invesco Zacks Mid-Cap ETF 0.3 72 -7 6.3 +2.7
PEJ Invesco Leisure and Entertainment ETF 0.3 58 7 0.4 -3.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.2 39 26 -2.1 -5.8
SCHD Schwab US Dividend Equity ETF 0.2 6 59 9.7 +6.0
DSMC Distillate Small/Mid Cash Flow ETF 0.2 55 10 11.7 +8.1
IJH iShares Core S&P Mid-Cap ETF 0.2 5 60 6.8 +3.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -30 1.7 -2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.2 15 50 6.3 +2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.2 17 48 5.7 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.2 15 50 6.9 +3.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 53 6.7 +3.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.2 35 30 5.5 +1.8
MDY SPDR S&P Midcap 400 ETF Trust 0.2 23 42 6.6 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 50 7.3 +3.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.2 15 50 5.7 +2.0
XMHQ Invesco S&P MidCap Quality ETF 0.2 25 40 6.9 +3.2
SMDY Syntax Stratified MidCap ETF 0.2 35 30 6.1 +2.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.2 3 62 6.8 +3.1
XMMO Invesco S&P MidCap Momentum ETF 0.2 34 31 4.9 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.2 24 41 7.6 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.2 60 5 5.4 +1.8
ISMD Inspire Small/Mid Cap ETF 0.2 54 11 5.9 +2.2
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 6 3.0 -0.7
ETEC iShares Breakthrough Environmental Solutions ETF 0.2 47 18 4.5 +0.8
CTEC Global X CleanTech ETF 0.2 50 15 1.0 -2.7
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 0.2 45 20 5.9 +2.2
ICLN iShares Global Clean Energy ETF 0.2 41 24 3.5 -0.2
RAYS Global X Solar ETF 0.2 51 14 4.5 +0.8
ACES ALPS Clean Energy ETF 0.2 55 10 -2.2 -5.9
IYE iShares U.S. Energy ETF 0.2 40 25 7.0 +3.3
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 3 4.5 +0.8
FXN First Trust Energy AlphaDEX Fund 0.2 62 3 1.1 -2.6
SDG iShares MSCI Global Sustainable Development Goals ETF 0.2 49 16 5.4 +1.7
PBD Invesco Global Clean Energy ETF 0.2 75 -10 -3.3 -7.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 7 2.2 -1.4
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 30 3.0 -0.7
FRNW Fidelity Clean Energy ETF 0.2 39 26 3.2 -0.5
PBW Invesco WilderHill Clean Energy ETF 0.2 66 -1 -16.1 -19.7
RNEW VanEck Green Infrastructure ETF 0.2 45 20 1.1 -2.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -14 4.5 +0.9
TAN Invesco Solar ETF 0.2 67 -2 4.6 +0.9
SMOG VanEck Low Carbon Energy ETF 0.2 61 4 3.7 -0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.2 29 36 8.9 +5.3
VAMO Cambria Value & Momentum ETF 0.2 61 4 9.9 +6.2
VBR Vanguard Small Cap Value ETF 0.2 7 58 8.0 +4.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 59 2.4 -1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.2 80 -15 6.4 +2.7
EZM WisdomTree U.S. MidCap Fund 0.2 38 27 8.0 +4.4
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 32 9.0 +5.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.2 57 8 3.3 -0.3
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 13 7.4 +3.8
SCHA Schwab U.S. Small-Cap ETF 0.1 4 61 4.7 +1.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.1 42 23 7.4 +3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 30 7.4 +3.8
ISCB iShares Morningstar Small-Cap ETF 0.1 4 61 5.2 +1.5
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 15 4.8 +1.1
TEQI T. Rowe Price Equity Income ETF 0.1 54 11 4.0 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.0 39 26 8.4 +4.7
ARB AltShares Merger Arbitrage ETF -2.1 77 -12 -0.1 -3.8

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  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

Content on this tab for subscribers only

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 25.6 %
Divided by: Fwd. P/BV 5.9 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.47 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.