First Trust Expanded Technology ETF
ALTAR
Score™		 5.7% info Recommen-
dation		 NEUTRAL
2022E    2023E
P/E
ratio		 20.9x P/Sales
ratio		 5.6x
P/BV
ratio		 6.0x 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) $15
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
MASTERCARD INC-CLASS A 4.9 %
VISA INC-CLASS A SHARES 4.9 %
META PLATFORMS INC 4.9 %
MICROSOFT CORP 4.5 %
APPLE INC 4.4 %
ALPHABET INC. CLASS A 4.3 %
BROADCOM INC. 4.1 %
NVIDIA CORP 3.6 %
ADOBE SYSTEMS INC 3.6 %
TEXAS INSTRUMENTS INC 3.6 %
Total 42.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.7 %










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.
-23.3% -- -- -- -18.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $16.98
30d moving avg. $17.84
Annualized volatility 0.0%
Short interest (ETF) 0.5%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.15%
ADV underlying (mns) $77,090

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™: 5.7%


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
(%)
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 52.6 57 8 5.5 -0.2
IGM iShares Expanded Tech Sector ETF 49.9 43 22 5.4 -0.3
XNTK SPDR NYSE Technology ETF 46.1 35 30 5.7 -0.1
IYW iShares U.S. Technology ETF 45.6 43 22 5.6 -0.1
XLK Technology Select Sector SPDR Fund 45.4 10 55 6.0 +0.3
JHMT John Hancock Multifactor Technology ETF 44.5 40 25 6.3 +0.6
TECB iShares US Tech Breakthrough Multisector ETF 42.6 40 25 5.5 -0.2
IETC iShares Evolved U.S. Technology ETF 42.6 18 47 5.3 -0.4
SPQQ Siren Large Cap Blend Index ETF 42.3 20 45 0.0 -5.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 42.3 50 15 5.6 -0.1
PZLG Puzzle Mature Growth 41.7 10 55 4.7 -1.0
FTEC Fidelity MSCI Information Technology Index ETF 41.5 8 57 5.7 -0.0
VGT Vanguard Information Technology Index Fund 41.4 10 55 5.7 -0.0
PWB Invesco Dynamic Large Cap Growth ETF 41.2 56 9 4.7 -1.1
QQMG Invesco ESG NASDAQ 100 ETF 39.9 20 45 5.9 +0.2
QYLD Global X NASDAQ 100 Covered Call ETF 38.6 60 5 5.4 -0.4
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 38.0 60 5 5.3 -0.4
QRMI Global X NASDAQ 100 Risk Managed Income ETF 37.9 60 5 5.1 -0.7
IXN iShares Global Tech ETF 37.7 43 22 5.3 -0.4
QQQ Invesco QQQ Trust 37.5 20 45 5.6 -0.1
QQQM Invesco NASDAQ 100 ETF 37.5 15 50 5.8 +0.0
NUSI Nationwide Risk-Managed Income ETF 37.3 68 -3 4.9 -0.9
RYT Invesco S&P 500 Equal Weight Technology ETF 36.7 40 25 6.5 +0.7
QTR Global X NASDAQ 100 Tail Risk ETF 35.4 60 5 5.2 -0.5
MBCC Monarch Blue Chips Core ETF 34.7 125 -60 3.8 -1.9
SMH VanEck Semiconductor ETF 34.2 35 30 7.2 +1.4
QCLR Global X NASDAQ 100 Collar 95-110 ETF 34.2 60 5 5.0 -0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 33.9 35 30 5.7 0.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 33.7 46 19 6.6 +0.9
SPHQ Invesco S&P 500 Quality ETF 33.7 15 50 6.9 +1.2
IWY iShares Russell Top 200 Growth ETF 32.8 20 45 5.8 +0.1
SXQG 6 Meridian Quality Growth ETF 32.2 100 -35 5.3 -0.4
MGK Vanguard Mega Cap Growth ETF 32.0 7 58 5.2 -0.5
VUG Vanguard Growth Index Fund 31.8 4 61 4.9 -0.8
VSLU Applied Finance Valuation Large Cap ETF 31.4 49 16 7.4 +1.6
ARVR First Trust Indxx Metaverse ETF 31.3 70 -5 5.9 +0.2
SCHG Schwab U.S. Large-Cap Growth ETF 31.3 4 61 4.7 -1.0
VEGN US Vegan Climate ETF 31.2 60 5 5.7 -0.1
IWF iShares Russell 1000 Growth ETF 31.1 19 46 5.5 -0.2
VONG Vanguard Russell 1000 Growth Index Fund 31.1 8 57 5.6 -0.1
MMLG First Trust Multi-Manager Large Growth ETF 31.0 85 -20 3.0 -2.7
QUAL iShares MSCI Usa Quality Factor ETF 30.9 15 50 6.3 +0.5
RUFF Alpha Dog ETF 30.5 90 -25 4.9 -0.9
IVW iShares S&P 500 Growth ETF 30.5 18 47 5.6 -0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 30.4 4 61 5.8 +0.0
VOOG Vanguard S&P 500 Growth ETF 30.4 10 55 5.7 -0.0
LRND IQ U.S. Large Cap R&D Leaders ETF 30.0 14 51 7.5 +1.8
ILCG iShares Morningstar Growth ETF 29.7 4 61 4.6 -1.2
SOXQ Invesco PHLX Semiconductor ETF 29.7 0 65 8.1 +2.3
SOXX iShares PHLX Semiconductor ETF 29.7 43 22 7.6 +1.9
AIQ Global X Future Analytics Tech ETF 29.7 68 -3 5.2 -0.6
IUSG iShares Core S&P US Growth ETF 29.2 4 61 5.8 +0.1
KNGS UPHOLDINGS Compound Kings ETF 29.1 60 5 4.4 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 28.7 80 -15 8.9 +3.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 28.3 21 44 4.0 -1.7
QGRO American Century STOXX U.S. Quality Growth ETF 28.3 29 36 7.7 +2.0
ITAN Sparkline Intangible Value ETF 28.1 50 15 7.1 +1.4
XOUT GraniteShares XOUT U.S. Large Cap ETF 27.7 60 5 5.5 -0.2
LIV Emles (a)Home ETF 27.3 49 16 5.3 -0.4
FQAL Fidelity Quality Factor ETF 27.2 29 36 6.8 +1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 27.0 49 16 5.3 -0.4
FTXL First Trust Nasdaq Semiconductor ETF 26.8 60 5 7.7 +2.0
FBCG Fidelity Blue Chip Growth ETF 26.8 59 6 2.6 -3.2
CARZ First Trust NASDAQ Global Auto Index Fund 26.6 70 -5 5.2 -0.5
JQUA JPMorgan U.S. Quality Factor ETF 26.4 12 53 6.6 +0.9
LRGE ClearBridge Large Cap Growth ESG ETF 26.4 59 6 4.3 -1.4
RPG Invesco S&P 500 Pure Growth ETF 26.4 35 30 6.8 +1.1
VDNI V-Shares US Leadership Diversity ETF 26.3 29 36 6.2 +0.5
METV Roundhill Ball Metaverse ETF 26.3 59 6 4.4 -1.4
TMFC Motley Fool 100 Index ETF 26.2 50 15 4.7 -1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 26.2 58 7 5.5 -0.2
IVSG Invesco Select Growth ETF 26.1 48 17 4.8 -1.0
SDEP SFP Core Equity Strategy 25.9 0 65 7.2 +1.5
GSPY Gotham Enhanced 500 ETF 25.9 50 15 6.3 +0.5
DUHP Dimensional US High Profitability ETF 25.6 22 43 8.0 +2.3
XLG Invesco S&P 500 Top 50 ETF 25.5 20 45 5.5 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 25.5 25 40 4.7 -1.0
CACG ClearBridge All Cap Growth ETF 25.5 53 12 4.3 -1.4
IGV iShares Expanded Tech-Software ETF 25.4 43 22 3.8 -1.9
GGRW Gabelli Growth Innovators ETF 25.4 90 -25 3.2 -2.5
NACP Impact Shares NAACP Minority Empowerment ETF 25.3 49 16 6.0 +0.3
SUSA iShares MSCI USA ESG Select ETF 25.2 25 40 5.9 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 25.1 15 50 6.1 +0.3
STLG iShares Factors US Growth Style ETF 25.1 25 40 8.1 +2.4
IQM Franklin Intelligent Machines ETF 25.0 50 15 3.7 -2.1
PSI Invesco Dynamic Semiconductors ETF 24.8 56 9 6.5 +0.7
QLC FlexShares US Quality Large Cap Index Fund 24.6 32 33 6.7 +1.0
WFH Direxion Work From Home ETF 24.5 45 20 0.0 -5.7
BUL Pacer US Cash Cows Growth ETF 24.5 60 5 8.6 +2.9
SPXV ProShares S&P 500 Ex-Health Care ETF 24.5 27 38 5.7 -0.0
AQGX AI Quality Growth ETF 24.4 97 -32 4.9 -0.9
SPXN ProShares S&P 500 Ex-Financials ETF 24.2 27 38 5.7 -0.0
IQSU IQ Candriam ESG US Equity ETF 24.2 9 56 5.9 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 24.1 10 55 5.6 -0.1
FDMO Fidelity Momentum Factor ETF 24.1 29 36 5.1 -0.6
UBCB UBC Algorithmic Fundamentals ETF 24.0 75 -10 4.6 -1.2
RECS Columbia Research Enhanced Core ETF 24.0 15 50 7.0 +1.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 24.0 50 15 7.5 +1.8
FLRG Fidelity U.S. Multifactor ETF 23.9 29 36 7.7 +2.0
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 23.9 20 45 6.6 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 23.8 0 65 6.0 +0.3
XVV iShares ESG Screened S&P 500 ETF 23.7 8 57 6.1 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 23.7 15 50 5.4 -0.3
USXF iShares ESG Advanced MSCI USA ETF 23.6 10 55 5.9 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 23.5 15 50 7.2 +1.5
RESP WisdomTree US ESG Fund of Benef Interest 23.5 28 37 7.3 +1.6
RDVY First Trust Rising Dividend Achievers ETF 23.4 50 15 9.0 +3.2
IWL iShares Russell Top 200 ETF 23.4 15 50 5.9 +0.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 23.3 58 7 3.9 -1.8
OEF iShares S&P 100 ETF 23.2 20 45 5.8 +0.1
MGC Vanguard Mega Cap Index Fund 23.2 7 58 5.9 +0.2
BTHM BlackRock Future U.S. Themes ETF 23.1 60 5 6.1 +0.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 23.1 69 -4 6.5 +0.8
IUSA Amberwave Invest USA JSG Fund 23.0 67 -2 6.4 +0.7
SUBS Fount Subscription Economy ETF 22.8 70 -5 4.8 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 22.8 27 38 6.0 +0.2
ESGV Vanguard ESG U.S. Stock ETF 22.8 9 56 6.0 +0.3
SFYF SoFi 50 ETF 22.8 29 36 -2.4 -8.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 22.8 10 55 5.7 0.0
EPS WisdomTree U.S. Earnings 500 Fund 22.7 8 57 7.4 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 22.7 45 20 5.8 +0.1
VOTE Engine No. 1 Transform 500 ETF 22.7 5 60 5.9 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 22.6 20 45 6.0 +0.3
PBP Invesco S&P 500 BuyWrite ETF 22.6 49 16 5.7 -0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 22.5 30 35 6.9 +1.2
XRMI Global X S&P 500 Risk Managed Income ETF 22.4 60 5 5.5 -0.2
SXUS Janus Henderson International Sustainable Equity ETF 22.4 60 5 4.0 -1.7
JOYY Infusive Compounding Global Equities ETF 22.4 51 14 4.1 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 22.3 29 36 5.7 0.0
ESG FlexShares STOXX US ESG Impact Index Fund 22.3 32 33 5.9 +0.2
XYLG Global X S&P 500 Covered Call & Growth ETF 22.3 60 5 5.6 -0.2
XVOL Acruence Active Hedge U.S. Equity ETF 22.3 83 -18 5.3 -0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 22.3 7 58 5.9 +0.2
TTAC TrimTabs US Free Cash Flow Quality ETF 22.3 59 6 6.8 +1.1
BKUS BNY Mellon Sustainable US Equity ETF 22.2 60 5 5.2 -0.5
IVV iShares Core S&P 500 ETF 22.1 3 62 6.1 +0.3
SPY SPDR S&P 500 ETF Trust 22.1 9 56 6.0 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 22.1 9 56 6.4 +0.7
SPLG SPDR Portfolio S&P 500 ETF 22.1 3 62 6.1 +0.3
ZECP Zacks Earnings Consistent Portfolio ETF 22.1 55 10 6.0 +0.3
VOO VANGUARD S&P 500 ETF 22.1 3 62 6.1 +0.3
VV Vanguard Large-Cap Index Fund 22.0 4 61 5.9 +0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 22.0 19 46 6.7 +1.0
SPHB Invesco S&P 500 High Beta ETF 22.0 25 40 5.4 -0.4
ESGU iShares MSCI USA ESG Optimized ETF 22.0 15 50 5.9 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 22.0 15 50 6.4 +0.7
PBUS Invesco PureBeta MSCI USA ETF 22.0 4 61 6.0 +0.2
RFFC RiverFront Dynamic US Flex-Cap ETF 21.9 52 13 5.6 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 21.9 2 63 6.0 +0.3
EFIV SPDR S&P 500 ESG ETF 21.9 10 55 6.0 +0.2
MVPS Amplify Thematic All-Stars ETF 21.8 49 16 2.1 -3.7
DSI iShares MSCI KLD 400 Social ETF 21.7 25 40 6.0 +0.3
ECOZ TrueMark ESG Active Opportunities ETF 21.7 58 7 5.0 -0.7
XTR Global X S&P 500 Tail Risk ETF 21.6 60 5 5.7 -0.1
SCHX Schwab U.S. Large-Cap ETF 21.6 3 62 5.9 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 21.6 20 45 5.9 +0.2
ILCB iShares Morningstar U.S. Equity ETF 21.5 3 62 5.9 +0.2
FXL First Trust Technology AlphaDEX Fund 21.5 61 4 6.6 +0.9
ACVF American Conservative Values ETF 21.4 75 -10 5.2 -0.5
PXQ Invesco Dynamic Networking ETF 21.4 63 2 4.2 -1.5
KRMA Global X Conscious Companies ETF 21.3 43 22 6.3 +0.5
PTF Invesco DWA Technology Momentum ETF 21.3 60 5 4.7 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 21.3 11 54 6.3 +0.6
DFUS Dimensional U.S. Equity ETF 21.3 11 54 6.0 +0.3
VONE Vanguard Russell 1000 ETF 21.2 8 57 6.0 +0.2
IWB iShares Russell 1000 ETF 21.2 15 50 5.9 +0.2
SCHK Schwab 1000 Index ETF 21.2 5 60 5.9 +0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 21.2 15 50 6.1 +0.4
ENTR Entrepreneur 30 Fund 21.2 49 16 5.3 -0.4
SNPE Xtrackers S&P 500 ESG ETF 21.2 10 55 6.0 +0.3
SFY SoFi Select 500 ETF 21.2 0 65 6.0 +0.3
XCLR Global X S&P 500 Collar 95-110 ETF 21.1 60 5 5.5 -0.3
PUNK Subversive Metaverse ETF 21.1 75 -10 2.4 -3.3
IYY iShares Dow Jones U.S. ETF 21.1 20 45 5.8 +0.0
SPTM SPDR Portfolio Total Stock Market ETF 21.0 3 62 6.2 +0.5
GRZZ Grizzle Growth ETF 20.9 75 -10 6.2 +0.5
NZRO Strategy Shares Halt Climate Change ETF 20.9 95 -30 1.8 -3.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 20.9 55 10 4.4 -1.3
FMET Fidelity Metaverse ETF 20.8 39 26 5.2 -0.6
LGBT LGBTQ + ESG100 ETF 20.8 75 -10 5.0 -0.7
HEET Hartford Schroders ESG US Equity ETF 20.7 39 26 6.8 +1.0
IVLC Invesco US Large Cap Core ESG ETF 20.7 48 17 5.8 +0.1
ACIO Aptus Collared Income Opportunity ETF 20.7 79 -14 5.3 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 20.6 14 51 6.0 +0.3
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 20.6 12 53 6.3 +0.6
IWV iShares Russell 3000 ETF 20.5 20 45 5.6 -0.2
SCHB Schwab U.S. Broad Market ETF 20.5 3 62 5.9 +0.2
SUSL iShares ESG MSCI USA Leaders ETF 20.5 10 55 6.0 +0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 20.5 3 62 5.6 -0.1
VTHR Vanguard Russell 3000 Index Fund 20.4 10 55 5.7 -0.0
DIVB iShares U.S. Dividend & Buyback ETF 20.4 25 40 7.3 +1.6
CGUS Capital Group Core Equity ETF 20.4 33 32 6.1 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 20.4 10 55 6.0 +0.3
VTI Vanguard Total Stock Market Index Fund 20.4 3 62 5.5 -0.2
MOTE VanEck Morningstar ESG Moat ETF 20.3 49 16 6.1 +0.4
INNO Harbor Disruptive Innovation ETF 20.3 75 -10 -3.5 -9.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 20.3 12 53 5.6 -0.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 20.1 49 16 6.5 +0.8
FCPI Fidelity Stocks for Inflation ETF 20.1 29 36 8.8 +3.0
AFLG First Trust Active Factor Large Cap ETF 20.0 55 10 7.1 +1.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 19.9 37 28 7.7 +2.0
DFAU Dimensional US Core Equity Market ETF 19.9 12 53 6.2 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 19.9 12 53 5.9 +0.2
OALC OneAscent Large Cap Core ETF 19.7 76 -11 6.2 +0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 19.5 75 -10 6.0 +0.3
LVOL American Century Low Volatility ETF 19.4 29 36 5.5 -0.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 19.3 17 48 6.2 +0.5
VR Global X Metaverse ETF 19.3 50 15 4.7 -1.0
WRND IQ Global Equity R&D Leaders ETF 19.2 18 47 7.4 +1.7
TIME Clockwise Capital Innovation ETF 19.1 95 -30 3.0 -2.7
ADME Aptus Drawdown Managed Equity ETF 19.1 79 -14 4.9 -0.8
QTUM Defiance Quantum ETF 18.9 40 25 6.3 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 18.8 35 30 7.8 +2.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 18.8 45 20 5.9 +0.2
BUZZ VanEck Social Sentiment ETF 18.7 75 -10 0.5 -5.2
LEAD Siren DIVCON Leaders Dividend ETF 18.6 43 22 7.9 +2.2
JHML John Hancock Multifactor Large Cap ETF 18.6 29 36 6.3 +0.5
CGGR Capital Group Growth ETF 18.6 39 26 4.6 -1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 18.6 37 28 6.9 +1.2
WUGI Esoterica NextG Economy ETF 18.5 75 -10 2.3 -3.4
AVUS Avantis U.S. Equity ETF 18.0 15 50 6.9 +1.2
QDF FlexShares Quality Dividend Index Fund 17.9 37 28 7.2 +1.5
RAFE PIMCO RAFI ESG U.S. ETF 17.8 30 35 8.3 +2.5
LRGF iShares Edge MSCI Multifactor USA ETF 17.8 20 45 8.3 +2.6
VIG Vanguard Dividend Appreciation Index Fund 17.8 6 59 6.4 +0.7
ANEW ProShares MSCI Transformational Changes ETF 17.8 45 20 4.0 -1.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 17.8 68 -3 4.0 -1.7
XDAT Franklin Exponential Data ETF 17.7 50 15 3.1 -2.6
SKYY First Trust Cloud Computing ETF 17.7 60 5 4.3 -1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 17.6 9 56 6.0 +0.3
TOK iShares MSCI Kokusai ETF 17.6 25 40 5.9 +0.1
FVAL Fidelity Value Factor ETF 17.6 29 36 9.0 +3.3
EQOP Natixis U.S. Equity Opportunities ETF 17.5 90 -25 6.0 +0.2
JVAL JPMorgan U.S. Value Factor ETF 17.5 12 53 8.9 +3.2
GFGF Guru Favorite Stocks ETF 17.5 65 0 6.5 +0.7
THNQ ROBO Global Artificial Intelligence ETF 17.5 68 -3 3.3 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 17.4 29 36 7.7 +2.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 17.4 42 23 5.8 +0.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 17.3 28 37 6.9 +1.2
GCIG Genuine Investors ETF 17.3 100 -35 5.7 -0.0
PLAT WisdomTree Modern Tech Platforms Fund 17.2 20 45 2.0 -3.8
PEXL Pacer US Export Leaders ETF 17.2 60 5 6.2 +0.5
XSD SPDR S&P Semiconductor ETF 17.1 35 30 6.0 +0.3
DFAC Dimensional U.S. Core Equity 2 ETF 17.0 19 46 6.7 +1.0
NTZO Impact Shares MSCI Global Climate Select ETF 17.0 30 35 5.8 +0.1
IUS Invesco Strategic US ETF 16.9 19 46 6.9 +1.2
AVDG AVDR US LargeCap ESG ETF 16.8 60 5 5.8 +0.1
KOCG FIS Knights of Columbus Global Belief ETF 16.8 75 -10 7.2 +1.4
URTH iShares MSCI World ETF 16.8 24 41 5.9 +0.2
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 16.8 50 15 3.1 -2.6
FDN First Trust Dow Jones Internet Index Fund 16.7 51 14 4.0 -1.7
FDLO Fidelity Low Volatility Factor ETF 16.6 29 36 5.6 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 16.5 22 43 5.6 -0.1
OGIG O'Shares Global Internet Giants ETF 16.5 48 17 0.0 -5.7
FLLV Franklin Liberty U.S. Low Volatility ETF 16.3 29 36 5.9 +0.2
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 16.3 25 40 6.4 +0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 16.3 45 20 2.1 -3.7
JOET Virtus Terranova US Quality Momentum ETF 16.2 29 36 6.5 +0.7
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 16.2 55 10 6.1 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 16.1 60 5 5.8 +0.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 16.1 12 53 5.8 +0.1
AILV Alpha Intelligent - Large Cap Value ETF 15.5 85 -20 6.2 +0.4
HLAL Wahed FTSE USA Shariah ETF 15.5 50 15 5.4 -0.3
FIVG Defiance Next Gen Connectivity ETF 15.4 30 35 6.4 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 15.3 20 45 6.2 +0.4
SCHD Schwab U.S. Dividend Equity ETF 15.1 6 59 8.6 +2.9
UGCE Uncommon Portfolio Design Core Equity ETF 15.1 65 0 6.5 +0.8
SPGP Invesco S&P 500 GARP ETF 15.0 36 29 8.2 +2.4
LYFE 2nd Vote Life Neutral Plus ETF 15.0 75 -10 7.4 +1.6
NULC Nuveen ESG Large-Cap ETF 14.9 20 45 6.0 +0.3
CGGO Capital Group Global Growth Equity ETF 14.9 47 18 4.3 -1.4
FDVV Fidelity Core Dividend ETF 14.9 29 36 7.2 +1.5
ACWI iShares MSCI ACWI ETF 14.8 32 33 6.1 +0.4
QWLD SPDR MSCI World StrategicFactors ETF 14.8 30 35 6.2 +0.5
IDRV iShares Self-driving EV & Tech ETF 14.7 47 18 7.1 +1.4
DFND Siren DIVCON Dividend Defender ETF 14.7 150 -85 6.8 +1.0
CCOR Core Alternative ETF 14.7 109 -44 5.2 -0.6
FSST Fidelity Sustainability U.S. Equity ETF 14.7 59 6 5.9 +0.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 14.7 60 5 2.1 -3.7
PFM Invesco Dividend Achievers ETF 14.6 53 12 6.2 +0.5
AVDR AVDR US LargeCap Leading ETF 14.6 60 5 6.1 +0.3
OUSA O'Shares FTSE US Quality Dividend ETF 14.6 48 17 7.1 +1.3
RNLC Large Cap US Equity Select ETF 14.5 60 5 6.9 +1.1
CGDV Capital Group Dividend Value ETF 14.5 33 32 6.1 +0.4
FPAG FPA Global Equity ETF 14.3 49 16 6.5 +0.8
PNQI Invesco NASDAQ Internet ETF 14.3 60 5 3.3 -2.5
DGRO iShares Core Dividend Growth ETF 14.1 8 57 7.4 +1.6
FDG American Century Focused Dynamic Growth ETF 14.1 45 20 3.2 -2.5
SPMV Invesco S&P 500 Minimum Variance ETF 14.0 10 55 5.6 -0.1
FDWM Fidelity Women's Leadership ETF 13.9 59 6 6.1 +0.4
DRIV Global X Autonomous & Electric Vehicles ETF 13.9 68 -3 4.3 -1.4
CLRG IQ Chaikin U.S. Large Cap ETF 13.8 25 40 6.2 +0.5
MTVR Fount Metaverse ETF 13.8 70 -5 5.7 -0.0
IOO iShares Global 100 ETF 13.8 40 25 5.8 +0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 13.8 60 5 5.3 -0.4
PDP Invesco DWA Momentum ETF 13.7 62 3 5.0 -0.7
DIVS SmartETFs Dividend Builder ETF 13.7 65 0 5.9 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 13.6 9 56 6.1 +0.4
FTHI First Trust High Income ETF 13.6 85 -20 5.9 +0.2
AVLV Avantis U.S. Large Cap Value ETF 13.4 15 50 8.5 +2.8
IYJ iShares U.S. Industrials ETF 13.3 42 23 6.1 +0.4
ROUS Hartford Multifactor US Equity ETF 13.3 19 46 7.4 +1.7
EGIS 2nd Vote Society Defended ETF 13.3 75 -10 6.9 +1.2
WWOW Direxion World Without Waste ETF 13.0 50 15 0.6 -5.1
VT Vanguard Total World Stock ETF 13.0 8 57 6.2 +0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 12.9 75 -10 5.6 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 12.8 18 47 6.1 +0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 12.8 28 37 6.8 +1.0
HVAL ALPS Hillman Active Value ETF 12.8 55 10 7.3 +1.6
VFQY Vanguard U.S. Quality Factor ETF 12.7 13 52 8.1 +2.3
MOAT VanEck Morningstar Wide Moat ETF 12.7 47 18 6.5 +0.8
XT iShares Exponential Technologies ETF 12.7 46 19 4.2 -1.5
DJIA Global X Dow 30 Covered Call ETF 12.6 60 5 6.3 +0.6
IDAT iShares Cloud 5G and Tech ETF 12.6 47 18 6.4 +0.7
EDOW First Trust Dow 30 Equal Weight ETF 12.6 50 15 6.9 +1.2
GK AdvisorShares Gerber Kawasaki ETF 12.5 81 -16 4.5 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 12.5 16 49 6.7 +1.0
USMV iShares Edge MSCI Min Vol USA ETF 12.4 15 50 5.9 +0.1
VOX Vanguard Telecommunication Services Index Fund 12.4 10 55 6.5 +0.8
ACWF iShares MSCI Global Multifactor ETF 12.4 35 30 9.2 +3.5
MILN Global X Millennial Consumer ETF 12.3 50 15 3.2 -2.5
WGRO WisdomTree U.S. Growth & Momentum Fund 12.3 55 10 7.2 +1.5
KOIN Innovation Shares NextGen Protocol ETF 12.2 75 -10 6.6 +0.9
EQWL Invesco Russell Top 200 Equal Weight ETF 12.2 25 40 7.1 +1.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 12.1 52 13 8.2 +2.5
FCOM Fidelity MSCI Telecommunication Services Index ETF 12.1 8 57 6.7 +1.0
XLC The Communication Services Select Sector SPDR Fund 12.0 10 55 7.7 +1.9
KVLE KFA Value Liner Dynamic Core Equity Index ETF 12.0 56 9 7.0 +1.2
MRAD SmartETFs Advertising & Marketing Technology ETF 11.8 68 -3 3.6 -2.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 11.8 25 40 7.2 +1.5
LCG Sterling Capital Focus Equity ETF 11.8 59 6 5.3 -0.4
DTD WisdomTree U.S.Total Dividend Fund 11.6 28 37 7.0 +1.3
PWC Invesco Dynamic Market ETF 11.6 60 5 6.3 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.5 25 40 6.6 +0.8
IXP iShares Global Comm Services ETF 11.3 43 22 7.2 +1.5
SIXA 6 Meridian Mega Cap Equity ETF 11.2 86 -21 7.5 +1.8
NXTG First Trust Indxx NextG ETF 11.2 70 -5 6.2 +0.5
DSTL Distillate US Fundamental Stability & Value ETF 11.2 39 26 7.0 +1.3
ETHO Etho Climate Leadership U.S. ETF 11.2 48 17 4.6 -1.1
EQUL IQ Engender Equality ETF 11.1 45 20 7.4 +1.7
BIBL Inspire ETF 11.1 35 30 5.5 -0.3
FNDB Schwab Fundamental U.S. Broad Market Index ETF 11.0 25 40 7.1 +1.4
HLGE Hartford Longevity Economy ETF 11.0 44 21 8.1 +2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 10.8 65 0 2.9 -2.8
HKND Humankind US Stock ETF 10.8 11 54 6.8 +1.1
JHCS John Hancock Multifactor Media & Communications ETF 10.7 40 25 7.8 +2.1
VNSE Natixis Vaughan Nelson Select ETF 10.7 80 -15 3.8 -2.0
IWP iShares Russell Mid-Cap Growth ETF 10.6 23 42 4.4 -1.4
TINY ProShares Nanotechnology ETF 10.6 58 7 1.7 -4.1
VOT Vanguard Mid-Cap Growth Index Fund 10.5 7 58 4.1 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.5 20 45 7.3 +1.6
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 10.5 87 -22 7.2 +1.4
ILCV iShares Morningstar Value ETF 10.5 4 61 7.2 +1.5
AILG Alpha Intelligent - Large Cap Growth ETF 10.5 85 -20 4.1 -1.7
FFND Future Fund Active ETF 10.5 101 -36 2.2 -3.5
VSDA VictoryShares Dividend Accelerator ETF 10.4 35 30 6.6 +0.8
PBS Invesco Dynamic Media ETF 10.1 63 2 5.6 -0.1
SPMO Invesco S&P 500 Momentum ETF 10.1 13 52 5.8 +0.1
SHE SPDR SSGA Gender Diversity Index ETF 10.0 20 45 5.8 +0.1
SPRX Spear Alpha ETF 9.9 75 -10 1.6 -4.1
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 9.9 40 25 8.0 +2.3
TPAY Tortoise Digital Payments Infrastructure Fund 9.8 40 25 12.7 +7.0
IYG iShares US Financial Services ETF 9.8 42 23 8.0 +2.3
IPAY ETFMG Prime Mobile Payments ETF 9.8 75 -10 7.1 +1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.7 9 56 5.8 +0.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 9.7 47 18 0.1 -5.6
JEPI JPMorgan Equity Premium Income ETF 9.7 35 30 5.5 -0.2
FEVR Inspire Faithward Large Cap Momentum ESG ETF 9.7 85 -20 4.8 -1.0
FTCS First Trust Capital Strength ETF 9.6 56 9 6.6 +0.9
SQEW LeaderShares Equity Skew ETF 9.5 75 -10 6.3 +0.6
DTEC ALPS Disruptive Technologies ETF 9.5 50 15 4.0 -1.7
MRND IQ U.S. Mid Cap R&D Leaders ETF 9.5 16 49 2.9 -2.8
PSJ Invesco Dynamic Software ETF 9.5 56 9 3.7 -2.1
DURA VanEck Morningstar Durable Dividend ETF 9.4 29 36 7.3 +1.6
VLU SPDR S&P 1500 Value Tilt ETF 9.3 12 53 7.9 +2.2
AIEQ AI Powered Equity ETF 9.3 80 -15 3.4 -2.3
GBUY Goldman Sachs Future Consumer Equity ETF 9.3 75 -10 2.9 -2.9
RWL Invesco S&P 500 Revenue ETF 9.2 39 26 6.9 +1.2
SOCL Global X Social Media ETF 9.1 65 0 2.8 -2.9
JSTC Adasina Social Justice All Cap Global ETF 9.1 89 -24 6.3 +0.6
FUNL CornerCap Fundametrics Large-Cap ETF 9.0 50 15 8.0 +2.3
SSPY Syntax Stratified LargeCap ETF 9.0 30 35 6.5 +0.7
LRNZ TrueMark Technology, AI & Deep Learning ETF 9.0 68 -3 -1.9 -7.6
CLNR IQ Cleaner Transport ETF 8.9 45 20 6.8 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 8.9 65 0 10.0 +4.3
SDGA Impact Shares Sustainable Development Goals Global ETF 8.9 75 -10 6.6 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 8.9 39 26 7.2 +1.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 8.8 75 -10 3.4 -2.3
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 8.8 17 48 7.6 +1.9
MOTG VanEck Morningstar Global Wide Moat ETF 8.7 52 13 6.4 +0.7
BFOR Barron's 400 ETF 8.7 70 -5 8.7 +2.9
OCEN IQ Clean Oceans ETF 8.7 45 20 6.4 +0.7
ONEO SPDR Russell 1000 Momentum Focus ETF 8.6 20 45 8.1 +2.4
ACSI American Customer Satisfaction Core Alpha ETF 8.6 66 -1 5.0 -0.7
HART IQ Healthy Hearts ETF 8.5 45 20 5.1 -0.6
CTRU ARK Transparency ETF 8.3 55 10 2.8 -2.9
XSW SPDR S&P Software & Services ETF 8.3 35 30 3.8 -1.9
VLUE iShares MSCI USA Value Factor ETF 8.3 15 50 11.6 +5.9
RSP Invesco S&P 500 Equal Weight ETF 8.2 20 45 6.3 +0.6
FITE SPDR Kensho Future Security ETF 8.2 45 20 3.4 -2.3
LOUP Innovator Loup Frontier Tech ETF 8.1 70 -5 5.7 -0.0
MBOX Freedom Day Dividend ETF 8.1 39 26 8.0 +2.3
MKEM Meakem Value and Inflation Screen 8.0 10 55 5.4 -0.3
BTEK BlackRock Future Tech ETF 7.9 88 -23 0.5 -5.2
HACK ETFMG Prime Cyber Security ETF 7.8 60 5 3.6 -2.1
CIBR First Trust NASDAQ CEA Cybersecurity ETF 7.8 60 5 3.2 -2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.8 63 2 4.5 -1.2
HDV iShares Core High Dividend ETF 7.7 8 57 7.4 +1.6
PSET Principal Price Setters Index ETF 7.7 15 50 6.8 +1.1
IYZ iShares U.S. Telecommunications ETF 7.7 42 23 9.3 +3.6
KOMP SPDR Kensho New Economies Composite ETF 7.7 20 45 0.8 -4.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 7.6 35 30 6.6 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 7.5 59 6 7.5 +1.8
VO Vanguard Mid-Cap Index Fund 7.4 4 61 5.7 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 7.4 9 56 6.0 +0.3
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 7.4 108 -43 6.6 +0.9
GURU Global X Guru Index ETF 7.4 75 -10 1.4 -4.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 7.4 30 35 7.3 +1.5
MAKX ProShares S&P Kensho Smart Factories ETF 7.3 58 7 3.8 -1.9
DBLV AdvisorShares DoubleLine Value Equity ETF 7.2 91 -26 6.4 +0.6
BUYZ Franklin Disruptive Commerce ETF 7.2 50 15 0.0 -5.7
JHMF John Hancock Multifactor Financials ETF 7.1 40 25 8.3 +2.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.0 60 5 4.9 -0.8
SIZE iShares MSCI USA Size Factor ETF 6.9 15 50 6.3 +0.5
RNDV US Equity Dividend Select ETF 6.9 50 15 8.3 +2.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.9 70 -5 5.3 -0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 6.9 30 35 7.1 +1.4
PZLD Puzzle Divdend Leaders 6.9 10 55 7.1 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 6.8 29 36 8.2 +2.5
DUSA Davis Select U.S. Equity ETF 6.8 62 3 8.4 +2.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.8 18 47 7.5 +1.8
IVDG Invesco Focused Discovery Growth ETF 6.7 59 6 4.6 -1.2
ESPO VanEck Video Gaming & eSports ETF 6.7 55 10 4.2 -1.5
IBLC iShares Blockchain and Tech ETF 6.7 47 18 2.0 -3.7
BNGE First Trust S-Network Streaming and Gaming ETF 6.7 70 -5 0.7 -5.1
WGMI Valkyrie Bitcoin Miners ETF 6.7 75 -10 -30.0 -35.7
RIGZ Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF 6.7 90 -25 -32.7 -38.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 6.6 39 26 -1.1 -6.8
ROBO Robo Global Robotics & Automation Index ETF 6.6 95 -30 3.4 -2.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 5 5.6 -0.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 6.6 20 45 7.2 +1.5
TPLC Timothy Plan US Large Cap Core ETF 6.5 52 13 5.9 +0.2
EPRE First Trust TCW ESG Premier Equity ETF 6.5 85 -20 4.8 -1.0
VFMV Vanguard U.S. Minimum Volatility ETF 6.4 13 52 5.9 +0.2
UAV AdvisorShares Drone Technology ETF 6.4 99 -34 5.4 -0.3
VYM Vanguard High Dividend Yield Index ETF 6.4 6 59 7.6 +1.9
BLOK Amplify Transformational Data Sharing ETF 6.4 71 -6 5.3 -0.5
VBB Valkyrie Balance Sheet Opportunities ETF 6.3 75 -10 -2.1 -7.8
BOSS Global X Founder-Run Companies ETF 6.3 45 20 2.9 -2.9
KONG Formidable Fortress ETF 6.2 89 -24 6.0 +0.3
IWR iShares Russell Midcap ETF 6.2 19 46 5.9 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.2 65 0 4.0 -1.8
VFMF Vanguard U.S. Multifactor ETF 6.2 19 46 9.2 +3.5
VFMO Vanguard U.S. Momentum Factor ETF 6.2 13 52 6.0 +0.3
DWLD Davis Select Worldwide ETF 6.1 63 2 7.2 +1.4
KLCD KFA Large Cap Quality Dividend Index ETF 6.1 42 23 6.3 +0.5
AUSF Global X Adaptive U.S. Factor ETF 5.9 27 38 7.5 +1.8
ZGEN Generation Z ETF 5.9 60 5 -5.5 -11.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.9 7 58 8.8 +3.1
UVDV UVA Dividend Value ETF 5.9 80 -15 6.8 +1.1
CBTG Cabot Growth ETF 5.8 75 -10 0.0 -5.7
VOOV Vanguard S&P 500 Value ETF 5.8 10 55 6.7 +1.0
IVE iShares S&P 500 Value ETF 5.7 18 47 6.6 +0.9
PRNT The 3D Printing ETF 5.7 66 -1 -10.6 -16.3
SPYV SPDR Portfolio S&P 500 Value ETF 5.7 4 61 6.8 +1.0
XITK SPDR FactSet Innovative Technology ETF 5.7 45 20 -3.2 -8.9
WKLY SoFi Weekly Dividend ETF 5.7 49 16 7.4 +1.7
NUDV Nuveen ESG Dividend ETF 5.6 25 40 7.3 +1.5
WLDR Affinity World Leaders Equity ETF 5.6 67 -2 8.9 +3.2
KLDW Gavekal Knowledge Leaders Developed World ETF 5.6 75 -10 0.0 -5.7
CLOU Global X Cloud Computing ETF 5.6 68 -3 2.1 -3.6
MXDU Nationwide Maximum Diversification US Core Equity ETF 5.5 34 31 5.7 -0.1
SLT Pacer Salt High truBeta US Market ETF 5.4 60 5 0.0 -5.7
SCHV Schwab U.S. Large-Cap Value ETF 5.4 4 61 7.1 +1.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.4 24 41 7.6 +1.9
IUSV iShares Core S&P U.S. Value ETF 5.4 4 61 6.8 +1.1
ISHP First Trust S-Network E-Commerce ETF 5.4 60 5 4.1 -1.6
LGLV SPDR Russell 1000 Low Volatility ETF 5.3 12 53 5.5 -0.2
IGN iShares North American Tech-Multimedia Networking ETF 5.3 43 22 7.0 +1.2
MDCP VictoryShares THB Mid Cap ESG ETF 5.3 55 10 6.0 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 45 5.8 +0.0
REVS Columbia Research Enhanced Value ETF 5.2 19 46 8.2 +2.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 5.2 39 26 6.0 +0.3
MOTO SmartETFs Smart Transportation & Technology ETF 5.1 68 -3 6.9 +1.2
NULV Nuveen ESG Large-Cap Value ETF 5.1 25 40 7.2 +1.4
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.1 20 45 8.8 +3.1
FBCV Fidelity Blue Chip Value ETF 5.1 59 6 6.9 +1.2
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 5.1 29 36 7.8 +2.1
EKAR Innovation Shares NextGen Vehicles & Technology ETF 5.0 65 0 5.4 -0.3
USMF WisdomTree U.S. Multifactor Fund 5.0 28 37 8.6 +2.9
BLES Inspire Global Hope Large Cap ETF 5.0 52 13 5.6 -0.1
VALQ American Century STOXX U.S. Quality Value ETF 5.0 29 36 9.1 +3.3
SPXT ProShares S&P 500 Ex-Technology ETF 4.9 27 38 6.1 +0.4
TMFG Motley Fool Global Opportunities ETF 4.9 85 -20 4.2 -1.5
IEME iShares Evolved U.S. Media & Entertainment ETF 4.9 18 47 5.2 -0.5
VIRS Pacer BioThreat Strategy ETF 4.9 70 -5 7.0 +1.3
VPN Global X Data Center REITs & Digital Infrastructure ETF 4.8 50 15 4.8 -0.9
TYNE Direxion Nanotechnology ETF 4.8 65 0 -72.7 -78.4
JDIV JPMorgan U.S. Dividend ETF 4.8 12 53 7.8 +2.1
SAMT Strategas Macro Thematic Opportunities ETF 4.7 65 0 3.4 -2.4
MGV Vanguard Mega Cap Value ETF 4.7 7 58 7.4 +1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 4.7 45 20 8.5 +2.7
WCLD WisdomTree Cloud Computing Fund 4.6 45 20 -1.7 -7.5
FMIL Fidelity New Millennium ETF 4.6 59 6 6.6 +0.9
XTL SPDR S&P Telecom ETF 4.5 35 30 5.6 -0.1
WTV WisdomTree US Value Fund 4.5 12 53 9.0 +3.3
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 4.5 15 50 5.9 +0.2
FCLD Fidelity Cloud Computing ETF 4.5 39 26 4.4 -1.3
IHAK iShares Cybersecurity & Tech ETF 4.4 47 18 3.7 -2.0
WCBR WisdomTree Cybersecurity Fund 4.4 45 20 0.0 -5.7
SNSR Global X Internet of Things Thematic ETF 4.4 68 -3 5.0 -0.8
LUXE Emles Luxury Goods ETF 4.4 60 5 4.2 -1.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.4 60 5 -15.2 -20.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 4.3 65 0 6.5 +0.7
JHMM John Hancock Multifactor Mid Cap ETF 4.2 41 24 6.7 +1.0
FLV American Century Focused Large Cap Value ETF 4.2 42 23 6.8 +1.1
DGT SPDR Global Dow ETF 4.2 50 15 7.4 +1.7
BUG Global X Cybersecurity ETF 4.2 50 15 1.8 -3.9
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 4.2 85 -20 0.3 -5.5
QDIV Global X S&P 500 Quality Dividend ETF 4.2 20 45 8.1 +2.4
HAIL SPDR S&P Kensho Smart Mobility ETF 4.1 45 20 3.2 -2.6
RBUS Nationwide Risk-Based U.S. Equity ETF 4.0 30 35 5.9 +0.2
VFLQ Vanguard U.S. Liquidity Factor ETF 4.0 13 52 1.9 -3.8
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 59 4.5 -1.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 3.9 35 30 7.0 +1.3
ALFA AlphaClone Alternative Alpha ETF 3.9 65 0 4.0 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 3.9 20 45 6.2 +0.5
IMCB iShares Morningstar Mid-Cap ETF 3.9 4 61 6.0 +0.3
IWFH iShares Virtual Work and Life Multisector ETF 3.9 47 18 -1.2 -6.9
FPX First Trust US IPO Index Fund 3.9 57 8 2.5 -3.2
YPS Arrow Reverse Cap 500 ETF 3.8 29 36 6.2 +0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.8 4 61 6.1 +0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.8 25 40 6.2 +0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.7 35 30 7.7 +2.0
GAMR ETFMG Video Game Tech ETF 3.7 75 -10 6.1 +0.4
ZIG The Acquirers Fund 3.7 89 -24 12.6 +6.9
VICE AdvisorShares Vice ETF 3.6 99 -34 5.0 -0.7
BOTZ Global X Robotics & Artificial Intelligence ETF 3.6 68 -3 2.8 -2.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 3.6 35 30 7.7 +2.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 3.6 75 -10 7.2 +1.4
IWX iShares Russell Top 200 Value ETF 3.6 20 45 7.1 +1.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 3.5 70 -5 4.0 -1.8
DEW WisdomTree Global High Dividend Fund 3.4 58 7 8.2 +2.5
NUMG Nuveen ESG Mid-Cap Growth ETF 3.4 30 35 4.3 -1.5
SAGP Strategas Global Policy Opportunities ETF 3.4 65 0 7.0 +1.3
VONV Vanguard Russell 1000 Value Index Fund 3.4 8 57 7.1 +1.4
IWD iShares Russell 1000 Value ETF 3.4 19 46 7.0 +1.2
VTV Vanguard Value Index Fund 3.4 4 61 7.4 +1.6
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 3.3 25 40 9.8 +4.1
GBGR Global Beta Momentum-Growth ETF 3.2 29 36 1.9 -3.8
BITQ Bitwise Crypto Industry Innovators ETF 3.1 85 -20 -5.7 -11.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.0 78 -13 10.1 +4.3
VUSE Vident Core US Equity Fund 3.0 48 17 10.2 +4.5
PKW Invesco Buyback Achievers ETF 3.0 64 1 9.1 +3.4
JHMI John Hancock Multifactor Industrials ETF 2.9 40 25 6.9 +1.2
IWS iShares Russell Mid-Cap Value ETF 2.9 23 42 6.7 +1.0
XWEB SPDR S&P Internet ETF 2.9 35 30 -3.0 -8.7
TMFX Motley Fool Next Index ETF 2.9 50 15 3.7 -2.0
BKCH Global X Blockchain ETF 2.9 50 15 -38.1 -43.8
FINX Global X FinTech Thematic ETF 2.8 68 -3 5.6 -0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.8 75 -10 9.0 +3.3
TINT ProShares Smart Materials ETF 2.8 58 7 5.4 -0.3
CVAR Cultivar ETF 2.7 87 -22 7.6 +1.9
PRN Invesco DWA Industrials Momentum ETF 2.7 60 5 6.5 +0.8
QQQN VictoryShares Nasdaq Next 50 ETF 2.7 18 47 6.1 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.7 20 45 5.0 -0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.7 15 50 4.1 -1.6
PWV Invesco Dynamic Large Cap Value ETF 2.7 58 7 7.4 +1.7
DEF Invesco Defensive Equity ETF 2.6 53 12 6.1 +0.4
JMIN JPMorgan U.S. Minimum Volatility ETF 2.6 12 53 5.9 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 2.6 25 40 5.7 +0.0
ALTL Pacer Lunt Large Cap Alternator ETF 2.6 60 5 5.4 -0.4
VFVA Vanguard U.S. Value Factor ETF 2.6 14 51 11.0 +5.3
ONEY SPDR Russell 1000 Yield Focus ETF 2.6 20 45 8.5 +2.8
VXF Vanguard Extended Market Index Fund 2.5 6 59 2.6 -3.2
COWZ Pacer US Cash Cows 100 ETF 2.5 49 16 10.9 +5.2
ROKT SPDR S&P Kensho Final Frontiers ETF 2.5 45 20 3.8 -1.9
DHS WisdomTree U.S. High Dividend Fund 2.5 38 27 7.6 +1.9
TEMP JPMorgan Climate Change Solutions ETF 2.4 49 16 4.5 -1.2
FTA First Trust Large Cap Value AlphaDEX Fund 2.4 60 5 9.4 +3.7
BYTE Roundhill IO Digital Infrastructure ETF 2.4 75 -10 3.4 -2.4
SDOG ALPS Sector Dividend Dogs ETF 2.4 40 25 8.9 +3.2
ABEQ Absolute Core Strategy ETF 2.4 85 -20 4.6 -1.2
PY Principal Shareholder Yield Index ETF 2.3 15 50 10.5 +4.7
IEFN iShares Evolved U.S. Financials ETF 2.3 18 47 8.9 +3.2
SDEI Sound Equity Income ETF 2.3 45 20 9.6 +3.8
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.3 45 20 3.8 -2.0
RYJ Invesco Raymond James SB-1 Equity ETF 2.3 75 -10 3.5 -2.2
STLV iShares Factors US Value Style ETF 2.2 25 40 8.9 +3.2
LVHD Legg Mason Low Volatility High Dividend ETF 2.2 27 38 7.4 +1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.2 49 16 7.3 +1.6
IEDI iShares Evolved U.S. Discretionary Spending ETF 2.2 18 47 5.3 -0.4
JAVA JPMorgan Active Value ETF 2.1 44 21 6.6 +0.9
TPHD Timothy Plan High Dividend Stock ETF 2.1 52 13 6.1 +0.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.1 52 13 5.9 +0.2
ARKQ Ark Autonomous Tech. & Robotics ETF 1.9 75 -10 -2.3 -8.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.9 35 30 6.4 +0.7
NERD Roundhill BITKRAFT Esports & Digital Entertainment ETF 1.8 25 40 -12.6 -18.3
FVD First Trust Value Line Dividend Index Fund 1.8 70 -5 6.0 +0.3
CLMA iClima Global Decarbonization Transition Leaders ETF 1.8 65 0 2.0 -3.7
IPO Renaissance IPO ETF 1.8 60 5 6.6 +0.9
CNRG SPDR S&P Kensho Clean Power ETF 1.8 45 20 1.7 -4.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.8 64 1 8.6 +2.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 52 13 5.7 -0.0
ARKX ARK Space Exploration & Innovation ETF 1.7 75 -10 2.8 -2.9
GENY Principal Millennials Index ETF 1.7 45 20 7.5 +1.8
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 1.6 75 -10 5.7 -0.1
TMDV ProShares Russell US Dividend Growers ETF 1.6 36 29 6.0 +0.3
DIVZ TrueShares Low Volatility Equity Income ETF 1.6 65 0 7.4 +1.7
EDUT Global X Education ETF 1.6 50 15 1.4 -4.3
ARKK ARK Innovation ETF 1.6 75 -10 -6.9 -12.6
ARKW ARK Web x.0 ETF 1.6 83 -18 -16.5 -22.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.6 35 30 6.1 +0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.6 60 5 6.9 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 59 7.3 +1.5
BECO BlackRock Future Climate and Sustainable Economy ETF 1.5 70 -5 4.8 -1.0
VOE Vanguard Mid-Cap Value Index Fund 1.5 7 58 7.0 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 70 -5 10.0 +4.2
FLDZ RiverNorth Volition America Patriot ETF 1.4 70 -5 5.6 -0.1
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 1.4 45 20 3.1 -2.6
GIGE SoFi Gig Economy ETF 1.4 59 6 -6.5 -12.2
JIG JPMorgan International Growth ETF 1.3 55 10 3.9 -1.8
ESGS Columbia Sustainable U.S. Equity Income ETF 1.3 35 30 8.8 +3.1
ARKF ARK Fintech Innovation ETF 1.3 75 -10 0.0 -5.7
LSLT Salt Low truBeta US Market ETF 1.2 60 5 0.0 -5.7
GBLO Global Beta Low Beta ETF 1.2 29 36 7.6 +1.8
SPVM Invesco S&P 500 Value with Momentum ETF 1.1 39 26 8.7 +3.0
SMMD iShares Russell 2500 ETF 1.0 15 50 6.4 +0.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.0 85 -20 6.4 +0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.0 38 27 6.7 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 5 10.9 +5.2
HELX Franklin Genomic Advancements ETF 1.0 50 15 4.2 -1.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.0 64 1 7.5 +1.7
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 61 6.4 +0.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 26 4.3 -1.4
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.9 25 40 6.0 +0.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.9 47 18 5.6 -0.1
USVT US Value ETF 0.8 49 16 11.2 +5.5
IUSS Invesco Strategic US Small Company ETF 0.8 23 42 6.2 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 30 35 8.2 +2.5
SPDV AAM S&P 500 High Dividend Value ETF 0.8 29 36 9.0 +3.3
SPYD SPDR S&P 500 High Dividend ETF 0.8 7 58 8.0 +2.2
GLIF AGFiQ Global Infrastructure ETF 0.8 45 20 4.3 -1.4
SFYX Sofi Next 500 ETF 0.8 0 65 6.6 +0.9
SDY SPDR S&P Dividend ETF 0.7 35 30 6.4 +0.7
BFTR Future Innovators ETF 0.7 80 -15 -3.3 -9.0
IYC iShares U.S. Consumer Services ETF 0.7 43 22 4.6 -1.2
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 0 9.1 +3.4
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 27 8.4 +2.7
CZA Invesco Zacks Mid-Cap ETF 0.5 69 -4 6.3 +0.6
LSAT Leadershares Alphafactor Tactical Focused ETF 0.5 99 -34 10.5 +4.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 30 9.1 +3.4
PPA Invesco Aerospace & Defense ETF 0.5 61 4 5.1 -0.7
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 0.5 48 17 7.6 +1.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.5 63 2 8.9 +3.2
DVY iShares Select Dividend ETF 0.5 39 26 8.3 +2.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.4 146 -81 4.6 -1.1
VB Vanguard Small-Cap ETF 0.4 5 60 6.1 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.3 7 58 5.6 -0.1
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.3 88 -23 5.9 +0.2
SCHA Schwab U.S. Small-Cap ETF 0.3 4 61 5.5 -0.2
SDG iShares Sustainable MSCI Global Impact ETF 0.3 49 16 8.4 +2.7
FXN First Trust Energy AlphaDEX Fund 0.3 64 1 6.6 +0.9
IYE iShares U.S. Energy ETF 0.3 42 23 4.2 -1.5
ERTH Invesco MSCI Sustainable Future ETF 0.3 55 10 4.0 -1.7
SOLR SmartETFs Sustainable Energy II Fund 0.3 79 -14 4.0 -1.8
ECLN First Trust EIP Carbon Impact ETF 0.3 97 -32 3.3 -2.5
RAYS Global X Solar ETF 0.3 50 15 2.0 -3.7
TAN Invesco Solar ETF 0.3 69 -4 2.0 -3.7
BNE Blue Horizon BNE ETF 0.3 87 -22 1.9 -3.8
ICLN iShares Global Clean Energy ETF 0.3 42 23 1.9 -3.8
FRNW Fidelity Clean Energy ETF 0.3 39 26 1.8 -3.9
SMOG VanEck Low Carbon Energy ETF 0.3 62 3 1.8 -3.9
CTEC Global X CleanTech ETF 0.3 50 15 1.4 -4.3
ACES ALPS Clean Energy ETF 0.3 55 10 -0.6 -6.4
PBD Invesco Global Clean Energy ETF 0.3 75 -10 -0.7 -6.4
DTOX Amplify Cleaner Living ETF 0.3 59 6 -0.9 -6.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.3 60 5 -1.1 -6.8
SHFT iClima Distributed Renewable Energy Transition Leaders ETF 0.3 65 0 -1.6 -7.4
PBW Invesco WilderHill Clean Energy ETF 0.3 61 4 -7.6 -13.3
VCLN Virtus Duff & Phelps Clean Energy ETF 0.3 59 6 0.0 -5.7
FEDX Emles Federal Contractors ETF 0.3 60 5 7.8 +2.1
SIMS SPDR S&P Kensho Intelligent Structures ETF 0.3 45 20 2.4 -3.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.3 75 -10 6.5 +0.8
FOVL iShares Focused Value Factor ETF 0.3 25 40 11.8 +6.1
WBIY WBI Power Factor High Dividend ETF 0.3 70 -5 10.5 +4.8
SPVU Invesco S&P 500 Enhanced Value ETF 0.3 13 52 10.0 +4.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.3 39 26 9.2 +3.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.3 30 35 7.6 +1.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 5 8.1 +2.4
IVES Wedbush ETFMG Global Cloud Technology ETF 0.3 68 -3 3.7 -2.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.2 60 5 8.0 +2.2
EQRR ProShares Equities for Rising Rates ETF 0.2 35 30 6.8 +1.1
RNMC Mid Cap US Equity Select ETF 0.2 60 5 7.8 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -5 4.4 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 59 1.5 -4.3
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.2 55 10 0.9 -4.9
VBK Vanguard Small-Cap Growth Index Fund 0.2 7 58 2.5 -3.2
DAT ProShares Big Data Refiners ETF 0.2 58 7 0.5 -5.2
VBR Vanguard Small Cap Value Index Fund 0.2 7 58 8.2 +2.5
EMLP First Trust North American Energy Infrastructure Fund 0.2 96 -31 4.7 -1.0
EZM WisdomTree U.S. MidCap Earnings Fund 0.2 38 27 9.9 +4.2
XRT SPDR S&P Retail ETF 0.1 35 30 7.7 +2.0
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.1 8 57 5.8 +0.1
VCR Vanguard Consumer Discretionary Index Fund 0.1 10 55 5.7 -0.0
RCD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.1 40 25 5.6 -0.2
RXI iShares Global Consumer Discretionary ETF 0.1 43 22 5.5 -0.3
JHMC John Hancock Multifactor Consumer Discretionary ETF 0.1 40 25 5.5 -0.3
XLY Consumer Discretionary Select Sector SPDR Fund 0.1 10 55 5.3 -0.5
EBIZ Global X E-Commerce ETF 0.1 50 15 3.7 -2.0
ONLN ProShares Online Retail ETF 0.1 58 7 -1.1 -6.8
MEME Roundhill MEME ETF 0.1 69 -4 -3.6 -9.3
IBUY Amplify Online Retail ETF 0.1 65 0 -5.1 -10.8
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 61 5.8 +0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.1 60 5 7.7 +1.9
ISCB iShares Morningstar Small-Cap ETF 0.1 4 61 5.1 -0.6

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 5.5 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 5.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.37 CATEGORY
AVERAGE		 1.49
 
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.