SPDR S&P Semiconductor ETF
ALTAR
Score™
4.7% info Recommen-
dation
UNDERWEIGHT
2024E    2025E
P/E
ratio
40.5x P/Sales
ratio
4.8x
P/BV
ratio
3.4x Div.
yield
0.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The SPDR S&P Semiconductors ETF seeks to closely match the returns and characteristics of the S&P Semiconductor Select Industry Index, before expenses.

FUND BASICS
Category US Equities
Fund Sponsor State Street Global Advisors
Website www.ssgafunds.com
Inception date Jan 31, 2006
Assets (mns) $1,474
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $70,820
Large cap (>$10bn) 48.7%
Mid cap ($2-10bn) 40.1%
Small cap (<$2bn) 11.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
IMPINJ, INC. 3.6 %
CIRRUS LOGIC INC 3.4 %
SKYWORKS SOLUTIONS INC 3.4 %
UNIVERSAL DISPLAY CORP 3.4 %
QORVO INC 3.4 %
INTEL CORP 3.4 %
SEMTECH CORP 3.3 %
ALLEGRO MICROSYSTEMS, INC. 3.2 %
TEXAS INSTRUMENTS INC 3.2 %
CREDO TECHNOLOGY GROUP HOLDING LTD 3.2 %
Total 33.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.8 %
NETHERLANDS 3.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
10.2% 12.2% 24.5% 13.1% 9.4%

Market Correlations
versus... Beta R-squared
S&P500 1.60 63%
MSCI EAFE 1.52 53%
MSCI Emg. Mkts. 1.37 44%

Technical Indicators
Recent close $236.86
30d moving avg. $255.55
Annualized volatility 36.4%
Short interest (ETF) 0.9%
Short interest (Underlying) 5.6%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 73
Turnover 1.2%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $79,688

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 703 potential alternatives to the SPDR S&P Semiconductor ETF ETF based on the alternatives' overlap in portfolio holdings with XSD. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XSD Expense: 35 bp ALTAR Score™: 4.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XSD
Ticker Fund
Name
Overlap1
vs XSD
(%)
Expense
ratio
(bp)
Savings
vs XSD
(bp)
ALTAR
Score™
(%)
ALTAR
vs XSD
(%)
FTXL First Trust Nasdaq Semiconductor ETF 43.6 60 -25 6.0 +1.3
SOXX iShares Semiconductor ETF 43.6 35 0 5.5 +0.8
SOXQ Invesco PHLX Semiconductor ETF 42.7 19 16 4.9 +0.2
PSI Invesco Semiconductors ETF 36.9 57 -22 4.5 -0.2
SMH VanEck Semiconductor ETF 32.2 35 0 4.7 +0.0
FIVG Defiance Next Gen Connectivity ETF 29.2 30 5 6.1 +1.5
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 28.3 40 -5 4.7 0.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 27.9 57 -22 4.2 -0.5
CARZ First Trust NASDAQ Global Auto Index Fund 26.4 70 -35 2.9 -1.8
IDAT iShares Future Cloud 5G and Tech ETF 26.0 47 -12 4.4 -0.3
SNSR Global X Internet of Things ETF 22.0 68 -33 4.3 -0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 21.5 40 -5 5.6 +0.9
XNTK SPDR NYSE Technology ETF 21.3 35 0 4.1 -0.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 20.8 45 -10 3.2 -1.5
FDRV Fidelity Electric Vehicles and Future Transportation ETF 20.4 39 -4 -2.7 -7.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 19.8 45 -10 5.5 +0.8
QTUM Defiance Quantum ETF 19.4 40 -5 4.4 -0.3
ARVR First Trust Indxx Metaverse ETF 19.2 70 -35 1.7 -3.0
PTF Invesco Dorsey Wright Technology Momentum ETF 18.8 60 -25 0.7 -4.0
XLK Technology Select Sector SPDR Fund 18.7 9 26 5.1 +0.4
SPHB Invesco S&P 500 High Beta ETF 17.7 25 10 4.0 -0.7
IGM iShares Expanded Tech Sector ETF 17.4 41 -6 4.6 -0.1
IGPT Invesco AI and Next Gen Software ETF 17.3 60 -25 4.3 -0.4
IYW iShares U.S. Technology ETF 17.1 40 -5 4.7 -0.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 16.3 50 -15 5.4 +0.7
MOTO SmartETFs Smart Transportation & Technology ETF 16.3 68 -33 7.1 +2.4
FTEC Fidelity MSCI Information Technology Index ETF 16.3 8 27 4.7 +0.0
CHAT Roundhill Generative AI & Technology ETF 16.1 75 -40 4.1 -0.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 15.6 40 -5 4.3 -0.4
VERS ProShares Metaverse ETF 15.5 58 -23 -16.0 -20.6
MVPS Amplify Thematic All-Stars ETF 15.3 49 -14 3.1 -1.6
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 15.1 58 -23 0.1 -4.6
TRFK Pacer Data and Digital Revolution ETF 15.0 60 -25 4.6 -0.1
WISE Themes Generative Artificial Intelligence ETF 14.8 35 0 2.3 -2.4
VGT Vanguard Information Technology ETF 14.8 10 25 4.7 -0.0
FMET Fidelity Metaverse ETF 14.2 39 -4 5.1 +0.4
DRIV Global X Autonomous & Electric Vehicles ETF 14.1 68 -33 5.7 +1.0
VEGN US Vegan Climate ETF 14.0 60 -25 4.8 +0.1
QQMG Invesco ESG NASDAQ 100 ETF 14.0 20 15 4.8 +0.1
IXN iShares Global Tech ETF 14.0 41 -6 4.3 -0.4
NXTG First Trust Indxx NextG ETF 13.9 70 -35 5.9 +1.2
QQQ Invesco QQQ Trust Series I 13.9 20 15 4.7 +0.0
QQQM Invesco NASDAQ 100 ETF 13.9 15 20 4.8 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 13.5 35 0 5.1 +0.4
AIQ Global X Artificial Intelligence & Technology ETF 13.5 68 -33 4.0 -0.7
FXL First Trust Technology AlphaDEX Fund 13.4 61 -26 5.2 +0.5
BUZZ VanEck Social Sentiment ETF 13.3 75 -40 0.2 -4.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 13.2 49 -14 5.1 +0.4
KNCT Invesco Next Gen Connectivity ETF 13.1 40 -5 5.7 +1.0
IQM Franklin Intelligent Machines ETF 12.7 50 -15 3.5 -1.2
USXF iShares ESG Advanced MSCI USA ETF 12.5 10 25 5.4 +0.7
WUGI AXS Esoterica NextG Economy ETF 12.4 75 -40 2.8 -1.9
CLNR IQ Cleaner Transport ETF 12.2 45 -10 6.3 +1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 12.1 60 -25 4.0 -0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 11.8 14 21 6.0 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 11.7 15 20 4.0 -0.7
HAIL SPDR S&P Kensho Smart Mobility ETF 11.5 45 -10 -2.8 -7.5
FFND Future Fund Active ETF 11.4 100 -65 -0.2 -4.9
PSET Principal Quality ETF 11.2 15 20 5.5 +0.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 11.1 58 -23 5.0 +0.3
XT iShares Exponential Technologies ETF 10.9 46 -11 4.7 +0.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 10.8 15 20 6.0 +1.3
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 10.7 106 -71 4.0 -0.7
ONEQ Fidelity Nasdaq Composite Index ETF 10.7 21 14 4.0 -0.7
HLGE Hartford Longevity Economy ETF 10.6 44 -9 6.1 +1.4
PEXL Pacer US Export Leaders ETF 10.5 60 -25 5.3 +0.7
DTCR Global X Data Center & Digital Infrastructure ETF 10.5 50 -15 2.7 -2.0
TRFM AAM Transformers ETF 10.4 49 -14 1.5 -3.2
QGRW WisdomTree U.S. Quality Growth Fund 10.3 28 7 4.9 +0.2
DVND Touchstone Dividend Select ETF 10.2 67 -32 6.0 +1.3
METV Roundhill Ball Metaverse ETF 10.2 59 -24 3.4 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 9.9 15 20 5.9 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 9.8 50 -15 7.7 +3.1
OCEN IQ Clean Oceans ETF 9.8 45 -10 5.6 +0.9
IETC iShares U.S. Tech Independence Focused ETF 9.8 18 17 4.7 -0.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 9.7 47 -12 1.9 -2.8
NACP Impact Shares NAACP Minority Empowerment ETF 9.7 49 -14 5.2 +0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 9.7 75 -40 3.6 -1.1
CHGX AXS Change Finance ESG ETF 9.7 49 -14 5.1 +0.4
XPND First Trust Expanded Technology ETF 9.6 65 -30 4.2 -0.5
DGRW WisdomTree US Quality Dividend Growth Fund 9.6 28 7 6.1 +1.4
IBOT Vaneck Robotics ETF 9.5 47 -12 3.7 -1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 9.4 45 -10 5.3 +0.6
FDTX Fidelity Disruptive Technology ETF 9.1 50 -15 3.0 -1.7
BNGE First Trust S-Network Streaming and Gaming ETF 9.1 70 -35 -2.1 -6.8
VNSE Natixis Vaughan Nelson Select ETF 9.0 80 -45 3.3 -1.4
SPRX Spear Alpha ETF 8.9 75 -40 2.5 -2.2
OALC OneAscent Large Cap Core ETF 8.9 86 -51 4.6 -0.1
ACVF American Conservative Values ETF 8.9 75 -40 4.4 -0.3
NBDS Neuberger Berman Disrupters ETF 8.9 55 -20 1.5 -3.2
LEAD Siren DIVCON Leaders Dividend ETF 8.8 43 -8 5.2 +0.5
XITK SPDR FactSet Innovative Technology ETF 8.8 45 -10 2.7 -2.0
RPG Invesco S&P 500 Pure Growth ETF 8.8 35 0 3.6 -1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 8.8 45 -10 4.7 +0.0
BTEK Future Tech ETF 8.8 88 -53 2.3 -2.4
ROE Astoria US Quality Kings ETF 8.8 49 -14 7.8 +3.1
RAFE PIMCO RAFI ESG U.S. ETF 8.7 29 6 7.2 +2.5
GGME Invesco Next Gen Media and Gaming ETF 8.6 60 -25 3.9 -0.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.6 10 25 4.7 -0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.6 10 25 4.6 -0.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 8.5 12 23 4.8 +0.1
INEQ Columbia International Equity Income ETF 8.5 45 -10 6.4 +1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 8.4 10 25 5.5 +0.8
FPAG FPA Global Equity ETF 8.4 49 -14 5.5 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.3 60 -25 4.2 -0.5
INNO Harbor Disruptive Innovation ETF 8.3 75 -40 -1.5 -6.2
SDEP SFP Core Equity Strategy 8.3 10 25 6.3 +1.6
JQUA JPMorgan U.S. Quality Factor ETF 8.2 12 23 6.0 +1.3
PY Principal Value ETF 8.2 15 20 7.4 +2.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 8.2 68 -33 4.2 -0.5
CGUS Capital Group Core Equity ETF 8.1 33 2 4.6 -0.1
DFNV Donoghue Forlines Innovation ETF 8.1 69 -34 4.9 +0.2
SPXN ProShares S&P 500 Ex-Financials ETF 8.1 9 26 5.3 +0.6
JVAL JPMorgan U.S. Value Factor ETF 8.1 12 23 8.2 +3.6
LOUP Innovator Deepwater Frontier Tech ETF 8.1 70 -35 1.9 -2.8
BGIG Bahl & Gaynor Income Growth ETF 8.0 45 -10 5.2 +0.5
IVW iShares S&P 500 Growth ETF 8.0 18 17 4.6 -0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 8.0 4 31 4.8 +0.1
JHDV John Hancock U.S. High Dividend ETF 8.0 34 1 6.4 +1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 7.9 9 26 5.0 +0.3
BOUT Innovator IBD Breakout Opportunities ETF 7.9 81 -46 2.9 -1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 7.9 7 28 5.2 +0.5
GDIV Harbor Dividend Growth Leaders ETF 7.9 50 -15 5.7 +1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 7.9 28 7 6.1 +1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.9 29 6 6.1 +1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.7 30 5 4.8 +0.1
SPMO Invesco S&P 500 Momentum ETF 7.7 13 22 3.9 -0.8
FDVV Fidelity High Dividend ETF 7.7 15 20 9.0 +4.3
STXG Strive 1000 Growth ETF 7.7 18 17 4.3 -0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 7.7 75 -40 3.1 -1.6
IUSG iShares Core S&P U.S. Growth ETF 7.6 4 31 4.8 +0.1
PSCT Invesco S&P SmallCap Information Technology ETF 7.6 29 6 5.3 +0.6
XLG Invesco S&P 500 Top 50 ETF 7.6 20 15 4.7 -0.0
FBCG Fidelity Blue Chip Growth ETF 7.5 59 -24 2.8 -1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 7.5 20 15 5.6 +0.9
SPXE ProShares S&P 500 Ex-Energy ETF 7.5 9 26 5.1 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 7.5 8 27 5.2 +0.5
BTHM BlackRock Future U.S. Themes ETF 7.5 60 -25 4.3 -0.4
VOTE TCW Transform 500 ETF 7.5 5 30 5.2 +0.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 7.5 85 -50 3.6 -1.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.5 20 15 5.1 +0.4
EVUS iShares ESG Aware MSCI USA Value ETF 7.5 18 17 6.6 +1.9
USMC Principal U.S. Mega-Cap ETF 7.4 12 23 5.0 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 7.4 75 -40 4.3 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 7.4 2 33 5.2 +0.6
QQQN VictoryShares Nasdaq Next 50 ETF 7.4 18 17 4.4 -0.3
XVV iShares ESG Screened S&P 500 ETF 7.4 8 27 5.1 +0.4
GINN Goldman Sachs Innovate Equity ETF 7.4 52 -17 2.7 -2.0
HAPY Harbor Human Capital Factor Unconstrained ETF 7.4 50 -15 4.7 +0.0
VSLU Applied Finance Valuation Large Cap ETF 7.4 49 -14 5.7 +1.0
OEF iShares S&P 100 ETF 7.3 20 15 5.0 +0.3
IWL iShares Russell Top 200 ETF 7.3 15 20 5.0 +0.3
FELG Fidelity Enhanced Large Cap Growth ETF 7.3 18 17 5.0 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 7.3 12 23 4.9 +0.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 7.3 61 -26 2.7 -2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 7.2 7 28 5.2 +0.5
IWY iShares Russell Top 200 Growth ETF 7.2 20 15 5.1 +0.4
DTD WisdomTree U.S. Total Dividend Fund 7.2 28 7 6.3 +1.6
NULV Nuveen ESG Large-Cap Value ETF 7.2 26 9 6.9 +2.3
HDUS Hartford Disciplined US Equity ETF 7.2 19 16 6.2 +1.5
JHML John Hancock Multifactor Large Cap ETF 7.2 29 6 5.6 +0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 7.2 11 24 5.0 +0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.1 29 6 9.9 +5.2
FDRR Fidelity Dividend ETF for Rising Rates 7.1 15 20 7.7 +3.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.1 20 15 5.0 +0.3
IWF iShares Russell 1000 Growth ETF 7.1 19 16 4.9 +0.2
QLC FlexShares US Quality Large Cap Index Fund 7.1 25 10 5.6 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7.1 11 24 5.2 +0.5
FDMO Fidelity Momentum Factor ETF 7.1 15 20 4.3 -0.4
STRV Strive 500 ETF 7.1 5 30 5.2 +0.5
ESGU iShares ESG Aware MSCI USA ETF 7.0 15 20 5.3 +0.6
VLUE iShares MSCI USA Value Factor ETF 7.0 15 20 10.6 +5.9
JGRO JPMorgan Active Growth ETF 7.0 44 -9 3.6 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 7.0 15 20 4.7 -0.0
CATH Global X S&P 500 Catholic Values Custom ETF 7.0 29 6 5.1 +0.5
KRUZ Unusual Whales Subversive Republican Trading ETF 7.0 75 -40 5.7 +1.0
IVV iShares Core S&P 500 ETF 7.0 3 32 5.3 +0.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.0 15 20 9.9 +5.2
SPY SPDR S&P 500 ETF Trust 7.0 9 26 5.2 +0.5
SPLG SPDR Portfolio S&P 500 ETF 7.0 2 33 5.3 +0.6
PBUS Invesco MSCI USA ETF 7.0 4 31 5.2 +0.5
ILCB iShares Morningstar U.S. Equity ETF 7.0 3 32 5.2 +0.5
SUSA iShares MSCI USA ESG Select ETF 6.9 25 10 5.3 +0.6
FELC Fidelity Enhanced Large Cap Core ETF 6.9 18 17 5.6 +0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 6.9 14 21 5.2 +0.6
SFYF SoFi Social 50 ETF 6.9 29 6 -3.4 -8.1
SCHX Schwab U.S. Large-Cap ETF 6.9 3 32 5.3 +0.6
DFUS Dimensional U.S. Equity ETF 6.8 9 26 5.1 +0.4
SCHK Schwab 1000 Index ETF 6.8 5 30 5.3 +0.6
GK AdvisorShares Gerber Kawasaki ETF 6.8 75 -40 3.5 -1.2
IYY iShares Dow Jones U.S. ETF 6.8 20 15 5.0 +0.4
DUHP Dimensional US High Profitability ETF 6.8 21 14 6.7 +2.1
SCHG Schwab U.S. Large-Cap Growth ETF 6.8 4 31 4.5 -0.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 6.8 3 32 5.4 +0.7
ROBO ROBO Global Robotics & Automation Index ETF 6.7 95 -60 3.3 -1.4
IWB iShares Russell 1000 ETF 6.7 15 20 5.1 +0.4
TMFC Motley Fool 100 Index ETF 6.7 50 -15 3.9 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 6.7 3 32 5.1 +0.4
SCHB Schwab U.S. Broad Market ETF 6.7 3 32 5.2 +0.5
APUE ActivePassive U.S. Equity ETF 6.7 45 -10 4.9 +0.2
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 6.6 41 -6 11.8 +7.1
AIEQ AI Powered Equity ETF 6.6 75 -40 3.4 -1.3
IWV iShares Russell 3000 ETF 6.6 20 15 5.0 +0.3
WRND IQ Global Equity R&D Leaders ETF 6.6 18 17 7.1 +2.4
IWTR iShares MSCI Water Management Multisector ETF 6.6 47 -12 4.9 +0.2
DFAU Dimensional US Core Equity Market ETF 6.5 12 23 5.3 +0.6
RVRB Reverb ETF 6.5 30 5 5.0 +0.3
PRAY FIS Christian Stock Fund 6.5 69 -34 6.0 +1.3
FMIL Fidelity New Millennium ETF 6.5 59 -24 4.6 -0.1
IOO iShares Global 100 ETF 6.5 41 -6 4.9 +0.2
QDF FlexShares Quality Dividend Index Fund 6.4 37 -2 4.5 -0.2
VUSE Vident U.S. Equity Strategy ETF 6.4 50 -15 3.5 -1.2
CGDV Capital Group Dividend Value ETF 6.4 33 2 5.7 +1.0
PTL Inspire 500 ETF 6.4 9 26 5.8 +1.1
FDCF Fidelity Disruptive Communications ETF 6.4 50 -15 2.7 -2.0
ANEW ProShares MSCI Transformational Changes ETF 6.4 45 -10 3.6 -1.1
SHE SPDR MSCI USA Gender Diversity ETF 6.4 20 15 5.0 +0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 6.3 25 10 5.6 +0.9
EPS WisdomTree U.S. LargeCap Fund 6.3 8 27 6.2 +1.5
CGGR Capital Group Growth ETF 6.3 39 -4 3.6 -1.1
SPHQ Invesco S&P 500 Quality ETF 6.3 15 20 5.7 +1.0
JOET Virtus Terranova US Quality Momentum ETF 6.3 29 6 5.2 +0.5
FTGS First Trust Growth Strength ETF 6.3 60 -25 5.8 +1.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 6.3 58 -23 4.7 +0.0
ILCG iShares Morningstar Growth ETF 6.3 4 31 4.1 -0.6
ADME Aptus Drawdown Managed Equity ETF 6.3 79 -44 4.3 -0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 6.3 15 20 5.0 +0.3
AVUS Avantis U.S. Equity ETF 6.2 15 20 5.9 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 6.2 55 -20 4.2 -0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 6.2 9 26 5.4 +0.8
DSI iShares MSCI KLD 400 Social ETF 6.2 25 10 5.3 +0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.2 9 26 5.7 +1.0
TINY ProShares Nanotechnology ETF 6.2 58 -23 1.4 -3.3
SFY SoFi Select 500 ETF 6.1 0 35 4.8 +0.1
LRGF iShares U.S. Equity Factor ETF 6.1 8 27 5.9 +1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.1 48 -13 6.1 +1.4
GSPY Gotham Enhanced 500 ETF 6.1 50 -15 5.3 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 6.0 38 -3 5.1 +0.4
SPGP Invesco S&P 500 GARP ETF 6.0 34 1 8.2 +3.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.0 12 23 4.8 +0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.0 32 3 5.0 +0.4
TOK iShares MSCI Kokusai ETF 6.0 26 9 5.2 +0.6
FDWM Fidelity Women's Leadership ETF 6.0 59 -24 5.0 +0.3
FQAL Fidelity Quality Factor ETF 5.9 15 20 5.9 +1.2
QUAL iShares MSCI USA Quality Factor ETF 5.9 15 20 5.3 +0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.9 65 -30 3.8 -0.9
STXD Strive 1000 Dividend Growth ETF 5.9 35 0 5.1 +0.5
SPMV Invesco S&P 500 Minimum Variance ETF 5.9 10 25 5.6 +0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.8 50 -15 4.4 -0.3
ETEC iShares Breakthrough Environmental Solutions ETF 5.8 47 -12 8.0 +3.3
IBLC iShares Blockchain and Tech ETF 5.8 47 -12 -0.9 -5.6
QUS SPDR MSCI USA StrategicFactors ETF 5.8 15 20 5.9 +1.2
URTH iShares MSCI World ETF 5.8 24 11 5.4 +0.7
BNE Blue Horizon BNE ETF 5.8 87 -52 5.2 +0.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.7 69 -34 -0.0 -4.7
AOTG AOT Growth and Innovation ETF 5.7 75 -40 3.5 -1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 5.7 65 -30 1.3 -3.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.7 20 15 5.3 +0.6
HAPI Harbor Human Capital Factor US Large Cap ETF 5.7 36 -1 4.8 +0.1
MAKX ProShares S&P Kensho Smart Factories ETF 5.7 58 -23 1.1 -3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.6 10 25 5.3 +0.6
RUFF Alpha Dog ETF 5.6 94 -59 4.7 -0.0
SAMT Strategas Macro Thematic Opportunities ETF 5.6 65 -30 4.7 +0.0
YALL God Bless America ETF 5.6 65 -30 3.8 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 5.6 10 25 5.3 +0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.6 15 20 6.9 +2.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 5.6 79 -44 4.9 +0.2
JGLO JPMorgan Global Select Equity ETF 5.6 33 2 4.5 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 5.6 17 18 5.6 +0.9
QGRO American Century U.S. Quality Growth ETF 5.6 29 6 4.8 +0.1
ARKQ ARK Autonomous Technology & Robotics ETF 5.5 75 -40 2.4 -2.3
FTDS First Trust Dividend Strength ETF 5.5 70 -35 8.8 +4.1
EQWL Invesco S&P 100 Equal Weight ETF 5.5 25 10 6.7 +2.0
DIVS SmartETFs Dividend Builder ETF 5.5 65 -30 5.1 +0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 5.5 15 20 4.8 +0.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.5 78 -43 9.3 +4.6
DIVZ TrueShares Low Volatility Equity Income ETF 5.5 65 -30 8.4 +3.8
BECO BlackRock Future Climate and Sustainable Economy ETF 5.5 70 -35 12.8 +8.1
CAML Congress Large Cap Growth ETF 5.5 66 -31 3.3 -1.4
BLOK Amplify Transformational Data Sharing ETF 5.5 75 -40 0.9 -3.8
ACWI iShares MSCI ACWI ETF 5.5 32 3 5.5 +0.8
HLAL Wahed FTSE USA Shariah ETF 5.5 50 -15 4.9 +0.2
VFMO Vanguard U.S. Momentum Factor ETF 5.4 13 22 2.3 -2.4
PFM Invesco Dividend Achievers ETF 5.4 53 -18 5.5 +0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 5.3 0 35 5.3 +0.7
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 22 5.1 +0.4
DARP Grizzle Growth ETF 5.3 75 -40 3.9 -0.8
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 13 4.0 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 26 5.7 +1.0
BIBL Inspire 100 ETF 5.2 35 0 5.1 +0.4
CBSE Clough Select Equity ETF 5.2 85 -50 -1.5 -6.2
UDI USCF Dividend Income Fund 5.2 65 -30 7.4 +2.7
SNPE Xtrackers S&P 500 ESG ETF 5.2 10 25 5.3 +0.6
VFLO VictoryShares Free Cash Flow ETF 5.2 39 -4 8.6 +3.9
BWEB Bitwise Web3 ETF 5.2 85 -50 0.9 -3.8
WFH Direxion Work From Home ETF 5.2 45 -10 6.5 +1.8
VYM Vanguard High Dividend Yield Index ETF 5.2 6 29 7.1 +2.5
VOT Vanguard Mid-Cap Growth ETF 5.2 7 28 4.2 -0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 5.2 37 -2 4.3 -0.4
JEPI JPMorgan Equity Premium Income ETF 5.1 35 0 5.4 +0.7
QLTY GMO U.S. Quality ETF 5.1 50 -15 4.4 -0.3
FCPI Fidelity Stocks for Inflation ETF 5.1 15 20 8.6 +3.9
DFSU Dimensional US Sustainability Core 1 ETF 5.1 18 17 5.6 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 -30 8.3 +3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 5.0 42 -7 5.2 +0.5
GLOF iShares Global Equity Factor ETF 5.0 20 15 7.2 +2.5
CGGO Capital Group Global Growth Equity ETF 4.9 47 -12 4.8 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.9 65 -30 5.4 +0.7
FLRG Fidelity U.S. Multifactor ETF 4.9 15 20 7.7 +3.0
KRMA Global X Conscious Companies ETF 4.9 43 -8 5.9 +1.2
RFFC ALPS Active Equity Opportunity ETF 4.9 48 -13 4.4 -0.3
ACES ALPS Clean Energy ETF 4.9 55 -20 -3.3 -8.0
ILCV iShares Morningstar Value ETF 4.8 4 31 6.4 +1.8
DTEC ALPS Disruptive Technologies ETF 4.8 50 -15 3.2 -1.5
TIME Clockwise Core Equity & Innovation ETF 4.8 95 -60 1.4 -3.3
FSST Fidelity Sustainable U.S. Equity ETF 4.8 59 -24 2.8 -1.9
ITAN Sparkline Intangible Value ETF 4.8 50 -15 6.6 +1.9
PDP Invesco Dorsey Wright Momentum ETF 4.7 62 -27 3.6 -1.1
CVAR Cultivar ETF 4.7 87 -52 7.2 +2.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.7 19 16 6.5 +1.8
PBW Invesco WilderHill Clean Energy ETF 4.7 66 -31 -11.5 -16.2
ROUS Hartford Multifactor US Equity ETF 4.7 19 16 6.9 +2.2
KOCG FIS Knights of Columbus Global Belief ETF 4.7 75 -40 5.4 +0.7
NULC Nuveen ESG Large-Cap ETF 4.7 21 14 5.7 +1.0
LCF Touchstone US Large Cap Focused ETF 4.6 69 -34 4.4 -0.3
NANC Unusual Whales Subversive Democratic Trading ETF 4.6 75 -40 3.9 -0.8
OND ProShares On-Demand ETF 4.5 58 -23 -2.2 -6.9
SDY SPDR S&P Dividend ETF 4.5 35 0 6.1 +1.4
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.5 40 -5 7.5 +2.8
DIVB iShares Core Dividend ETF 4.5 5 30 7.8 +3.1
SQEW LeaderShares Equity Skew ETF 4.5 81 -46 4.0 -0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.5 56 -21 6.2 +1.5
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -20 6.2 +1.5
IWX iShares Russell Top 200 Value ETF 4.5 20 15 6.4 +1.7
YLDE ClearBridge Dividend Strategy ESG ETF 4.4 60 -25 5.3 +0.6
QQQS Invesco NASDAQ Future Gen 200 ETF 4.4 20 15 -8.8 -13.5
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -17 6.3 +1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -19 6.3 +1.6
FDG American Century Focused Dynamic Growth ETF 4.3 45 -10 2.7 -2.0
VOOG Vanguard S&P 500 Growth ETF 4.3 10 25 4.7 +0.0
SCHV Schwab U.S. Large-Cap Value ETF 4.2 4 31 6.6 +1.9
MGV Vanguard Mega Cap Value ETF 4.2 7 28 6.6 +1.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 4.2 80 -45 6.0 +1.3
ETHO Etho Climate Leadership U.S. ETF 4.2 47 -12 3.5 -1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.1 9 26 4.9 +0.3
DGRO iShares Core Dividend Growth ETF 4.1 8 27 6.5 +1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 4.1 18 17 4.6 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.1 18 17 5.8 +1.1
BKWO BNY Mellon Women's Opportunities ETF 4.1 50 -15 4.1 -0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 4.1 80 -45 4.5 -0.2
IPDP Dividend Performers ETF 4.1 122 -87 5.3 +0.6
FDIV MarketDesk Focused U.S. Dividend ETF 4.0 35 0 4.6 -0.1
TMFX Motley Fool Next Index ETF 4.0 50 -15 3.0 -1.7
FNDX Schwab Fundamental US Large Co. Index ETF 4.0 25 10 7.1 +2.4
DGT SPDR Global Dow ETF 4.0 50 -15 6.6 +1.9
SMDY Syntax Stratified MidCap ETF 4.0 35 0 5.6 +0.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.9 45 -10 -6.9 -11.6
ESGV Vanguard ESG U.S. Stock ETF 3.9 9 26 5.1 +0.4
SCHD Schwab US Dividend Equity ETF 3.9 6 29 9.3 +4.6
SXQG ETC 6 Meridian Quality Growth ETF 3.9 100 -65 4.2 -0.5
MGC Vanguard Mega Cap ETF 3.9 7 28 5.1 +0.4
DEMZ Democratic Large Cap Core ETF 3.9 45 -10 4.3 -0.4
GBUY Goldman Sachs Future Consumer Equity ETF 3.9 75 -40 3.7 -1.0
MGK Vanguard Mega Cap Growth ETF 3.9 7 28 4.4 -0.3
FNDB Schwab Fundamental US Broad Market Index ETF 3.8 25 10 7.0 +2.3
GDEF Goldman Sachs Defensive Equity ETF 3.8 55 -20 4.8 +0.1
MBOX Freedom Day Dividend ETF 3.8 39 -4 7.7 +3.0
DFUV Dimensional US Marketwide Value ETF 3.8 22 13 7.6 +2.9
VOO Vanguard S&P 500 ETF 3.8 3 32 5.4 +0.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.8 15 20 6.6 +1.9
KLDW Knowledge Leaders Developed World ETF 3.8 75 -40 4.8 +0.1
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 17 6.5 +1.8
VUG Vanguard Growth ETF 3.7 4 31 4.3 -0.4
IVRS iShares Future Metaverse Tech and Communications ETF 3.7 47 -12 -3.9 -8.6
IUS Invesco RAFI Strategic US ETF 3.7 19 16 7.2 +2.5
VV Vanguard Large-Cap ETF 3.7 4 31 5.3 +0.6
QWLD SPDR MSCI World StrategicFactors ETF 3.7 30 5 5.9 +1.2
JAVA JPMorgan Active Value ETF 3.7 44 -9 6.1 +1.5
VIG Vanguard Dividend Appreciation ETF 3.6 6 29 5.7 +1.1
VONV Vanguard Russell 1000 Value ETF 3.6 8 27 6.6 +1.9
VFQY Vanguard U.S. Quality Factor ETF 3.6 13 22 7.4 +2.7
USMV iShares MSCI USA Min Vol Factor ETF 3.6 15 20 5.8 +1.1
INCE Franklin Income Equity Focus ETF 3.6 29 6 5.7 +1.0
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 0 5.4 +0.7
VTV Vanguard Value ETF 3.6 4 31 6.8 +2.1
IWD iShares Russell 1000 Value ETF 3.5 19 16 6.5 +1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 6 8.3 +3.6
RECS Columbia Research Enhanced Core ETF 3.5 15 20 5.6 +1.0
GURU Global X Guru Index ETF 3.5 75 -40 1.8 -2.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.5 39 -4 3.9 -0.8
TEMP JPMorgan Climate Change Solutions ETF 3.5 49 -14 5.3 +0.6
MOON Direxion Moonshot Innovators ETF 3.5 65 -30 0.0 -4.7
VONE Vanguard Russell 1000 ETF 3.4 8 27 5.3 +0.6
GRPM Invesco S&P MidCap 400 GARP ETF 3.4 35 0 9.2 +4.5
NUDV Nuveen ESG Dividend ETF 3.4 26 9 7.3 +2.6
DUSA Davis Select U.S. Equity ETF 3.4 61 -26 7.2 +2.6
TINT ProShares Smart Materials ETF 3.4 58 -23 5.6 +0.9
VTI Vanguard Total Stock Market ETF 3.4 3 32 5.1 +0.4
DFND Siren DIVCON Dividend Defender ETF 3.4 189 -154 6.5 +1.8
SSPY Syntax Stratified LargeCap ETF 3.4 30 5 6.6 +1.9
VTHR Vanguard Russell 3000 ETF 3.3 10 25 5.1 +0.4
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -15 5.9 +1.2
VONG Vanguard Russell 1000 Growth ETF 3.3 8 27 5.0 +0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.3 79 -44 5.9 +1.2
TMFS Motley Fool Small-Cap Growth ETF 3.3 85 -50 2.7 -2.0
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 -4 7.1 +2.4
ARKW ARK Next Generation Internet ETF 3.2 87 -52 -0.9 -5.5
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -24 2.9 -1.8
DIVL Madison Dividend Value ETF 3.2 65 -30 5.7 +1.0
IVE iShares S&P 500 Value ETF 3.2 18 17 6.5 +1.8
SPYV SPDR Portfolio S&P 500 Value ETF 3.2 4 31 6.7 +2.0
NULG Nuveen ESG Large-Cap Growth ETF 3.2 26 9 4.7 -0.0
VOOV Vanguard S&P 500 Value ETF 3.2 10 25 6.6 +1.9
TTAC FCF US Quality ETF 3.1 59 -24 6.3 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.1 52 -17 5.4 +0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 58 -23 5.3 +0.6
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 18 7.1 +2.4
DFLV Dimensional US Large Cap Value ETF 3.1 22 13 7.8 +3.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -15 7.0 +2.3
IUSV iShares Core S&P US Value ETF 3.0 4 31 6.7 +2.0
PBD Invesco Global Clean Energy ETF 3.0 75 -40 -7.0 -11.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.0 25 10 5.7 +1.0
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 3.0 75 -40 5.0 +0.3
VBK Vanguard Small-Cap Growth ETF 3.0 7 28 1.4 -3.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 26 6.1 +1.4
HDV iShares Core High Dividend ETF 3.0 8 27 8.1 +3.4
KOMP SPDR S&P Kensho New Economies Composite ETF 3.0 20 15 1.1 -3.6
ESPO VanEck Video Gaming and eSports ETF 3.0 56 -21 4.2 -0.5
SMCP AlphaMark Actively Managed Small Cap ETF 2.9 90 -55 6.7 +2.0
VALQ American Century U.S. Quality Value ETF 2.9 29 6 7.5 +2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.9 15 20 5.8 +1.2
IJK iShares S&P Mid-Cap 400 Growth ETF 2.9 17 18 5.8 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 26 6.0 +1.3
BLES Inspire Global Hope ETF 2.8 61 -26 6.4 +1.7
FVAL Fidelity Value Factor ETF 2.8 15 20 7.3 +2.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 2.8 60 -25 3.8 -0.9
LCLG Logan Capital Broad Innovative Growth ETF 2.8 99 -64 4.8 +0.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.8 15 20 5.8 +1.1
VTWG Vanguard Russell 2000 Growth ETF 2.8 15 20 1.5 -3.2
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 15 6.2 +1.5
ODDS Pacer BlueStar Digital Entertainment ETF 2.8 60 -25 2.3 -2.4
SIZE iShares MSCI USA Size Factor ETF 2.8 15 20 6.0 +1.3
SSLY Syntax Stratified SmallCap ETF 2.8 40 -5 7.0 +2.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.8 95 -60 1.6 -3.1
CACG ClearBridge All Cap Growth ESG ETF 2.8 54 -19 3.6 -1.1
KONG Formidable Fortress ETF 2.8 89 -54 5.8 +1.1
LRGE ClearBridge Large Cap Growth ESG ETF 2.8 59 -24 3.7 -1.0
MBCC Monarch Blue Chips Core ETF 2.8 125 -90 3.6 -1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.8 15 20 4.9 +0.2
VICE AdvisorShares Vice ETF 2.8 99 -64 5.4 +0.7
FBOT Fidelity Disruptive Automation ETF 2.8 50 -15 3.8 -0.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.8 52 -17 5.6 +0.9
BOTZ Global X Robotics & Artificial Intelligence ETF 2.8 69 -34 2.5 -2.2
PWB Invesco Large Cap Growth ETF 2.8 56 -21 3.5 -1.2
FFTY Innovator IBD 50 ETF 2.8 80 -45 1.3 -3.4
VIRS Pacer BioThreat Strategy ETF 2.8 70 -35 6.1 +1.4
WGMI Valkyrie Bitcoin Miners ETF 2.8 75 -40 -7.0 -11.7
CGRO CoreValues Alpha Greater China Growth ETF 2.8 75 -40 0.0 -4.7
ULVM VictoryShares US Value Momentum ETF 2.8 20 15 7.5 +2.8
COWZ Pacer US Cash Cows 100 ETF 2.8 49 -14 11.3 +6.6
COWS Amplify Cash Flow Dividend Leaders ETF 2.7 0 35 11.4 +6.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 29 2.4 -2.3
ROYA Tema Global Royalties ETF 2.7 75 -40 4.4 -0.3
HKND Humankind US Stock ETF 2.7 11 24 7.1 +2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 2.6 30 5 7.1 +2.4
VLU SPDR S&P 1500 Value Tilt ETF 2.6 12 23 7.1 +2.4
ROKT SPDR S&P Kensho Final Frontiers ETF 2.5 45 -10 2.7 -2.0
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 2.5 45 -10 5.8 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.5 20 15 6.1 +1.4
FRNW Fidelity Clean Energy ETF 2.5 39 -4 3.7 -1.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 2.5 55 -20 3.5 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.5 31 4 7.0 +2.3
VCLN Virtus Duff & Phelps Clean Energy ETF 2.5 59 -24 3.4 -1.3
RNEW VanEck Green Infrastructure ETF 2.5 45 -10 -1.5 -6.2
SMOG VanEck Low Carbon Energy ETF 2.5 61 -26 2.7 -2.0
CTEC Global X CleanTech ETF 2.5 50 -15 2.5 -2.2
RAYS Global X Solar ETF 2.5 51 -16 7.1 +2.4
ERTH Invesco MSCI Sustainable Future ETF 2.5 62 -27 3.2 -1.5
TAN Invesco Solar ETF 2.5 67 -32 3.2 -1.5
ICLN iShares Global Clean Energy ETF 2.5 41 -6 4.8 +0.1
CCSO Carbon Collective Climate Solutions US Equity ETF 2.5 35 0 2.5 -2.2
VO Vanguard Mid-Cap ETF 2.5 4 31 5.9 +1.2
DSTL Distillate US Fundamental Stability & Value ETF 2.5 39 -4 7.6 +2.9
AADR AdvisorShares Dorsey Wright ADR ETF 2.4 110 -75 5.9 +1.2
BFOR ALPS Barron's 400 ETF 2.4 65 -30 6.4 +1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 2.4 20 15 7.2 +2.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.4 60 -25 6.9 +2.2
IWO iShares Russell 2000 Growth ETF 2.4 24 11 1.4 -3.3
ISMD Inspire Small/Mid Cap ETF 2.3 54 -19 5.6 +0.9
CIBR First Trust NASDAQ Cybersecurity ETF 2.3 60 -25 4.2 -0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.3 35 0 5.5 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.3 35 0 5.9 +1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.3 40 -5 5.9 +1.2
STXV Strive 1000 Value ETF 2.3 18 17 7.7 +3.0
USMF WisdomTree U.S. Multifactor Fund 2.2 28 7 7.6 +2.9
SRHQ SRH U.S. Quality ETF 2.2 35 0 7.8 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.2 15 20 6.9 +2.2
CNRG SPDR S&P Kensho Clean Power ETF 2.2 45 -10 2.4 -2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 2.2 12 23 6.6 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.2 59 -24 6.0 +1.3
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 12 6.3 +1.6
XMHQ Invesco S&P MidCap Quality ETF 2.1 25 10 6.4 +1.7
FIXT Procure Disaster Recovery Strategy ETF 2.1 75 -40 5.9 +1.2
QVAL Alpha Architect US Quantitative Value ETF 2.1 39 -4 11.4 +6.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -29 2.2 -2.5
TOLL Tema Monopolies and Oligopolies ETF 2.0 75 -40 2.8 -1.9
VT Vanguard Total World Stock ETF 2.0 7 28 5.8 +1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 31 5.1 +0.4
BKCH Global X Blockchain ETF 2.0 50 -15 -3.7 -8.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 10 11.3 +6.6
DURA VanEck Durable High Dividend ETF 2.0 29 6 7.1 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.0 55 -20 4.7 +0.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.0 61 -26 -1.0 -5.7
NETZ TCW Transform Systems ETF 2.0 75 -40 3.8 -0.9
VXF Vanguard Extended Market ETF 2.0 6 29 4.0 -0.7
IJH iShares Core S&P Mid-Cap ETF 2.0 5 30 6.6 +1.9
MDY SPDR S&P Midcap 400 ETF Trust 2.0 23 12 6.5 +1.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -17 6.8 +2.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 20 6.9 +2.2
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 -1 9.3 +4.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 7.7 +3.0
IDOG ALPS International Sector Dividend Dogs ETF 1.9 50 -15 11.5 +6.8
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 -14 6.3 +1.6
WCEO Hypatia Women CEO ETF 1.9 85 -50 4.7 +0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 29 4.4 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 25 6.6 +2.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 32 6.7 +2.0
DFAS Dimensional U.S. Small Cap ETF 1.9 26 9 5.7 +1.0
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 6 10.1 +5.4
IWP iShares Russell Mid-Cap Growth ETF 1.9 23 12 4.0 -0.7
IWR iShares Russell Midcap ETF 1.8 19 16 5.6 +1.0
IWS iShares Russell Mid-Cap Value ETF 1.8 23 12 6.5 +1.8
STXK Strive Small-Cap ETF 1.8 18 17 5.0 +0.3
AVLV Avantis U.S. Large Cap Value ETF 1.8 15 20 7.5 +2.8
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 15 7.8 +3.1
FITE SPDR S&P Kensho Future Security ETF 1.8 45 -10 2.4 -2.3
FLV American Century Focused Large Cap Value ETF 1.8 42 -7 6.6 +1.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 17 7.4 +2.8
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -15 9.4 +4.7
RWL Invesco S&P 500 Revenue ETF 1.8 39 -4 6.8 +2.1
DSMC Distillate Small/Mid Cash Flow ETF 1.8 55 -20 11.4 +6.7
JHMM John Hancock Multifactor Mid Cap ETF 1.8 42 -7 6.5 +1.8
VTWO Vanguard Russell 2000 ETF 1.7 10 25 3.3 -1.4
BRF VanEck Brazil Small-Cap ETF 1.7 66 -31 7.6 +2.9
ISCB iShares Morningstar Small-Cap ETF 1.7 4 31 5.1 +0.4
RUNN Running Oak Efficient Growth ETF 1.7 58 -23 5.0 +0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.7 38 -3 6.7 +2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -36 1.0 -3.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 -4 4.3 -0.4
FXN First Trust Energy AlphaDEX Fund 1.7 62 -27 1.1 -3.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 28 5.6 +0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 15 6.1 +1.4
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -7 6.8 +2.1
WBAT WisdomTree Battery Value Chain and Innovation Fund 1.6 45 -10 -0.5 -5.1
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 31 6.2 +1.6
RSSL Global X Russell 2000 ETF 1.6 8 27 3.0 -1.7
IWM iShares Russell 2000 ETF 1.6 19 16 3.4 -1.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.6 15 20 7.4 +2.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.6 49 -14 10.7 +6.0
FDLO Fidelity Low Volatility Factor ETF 1.5 15 20 5.4 +0.7
CSMD Congress SMid Growth ETF 1.5 69 -34 4.1 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.5 24 11 7.3 +2.6
NUSC Nuveen ESG Small-Cap ETF 1.5 31 4 5.1 +0.5
VB Vanguard Small-Cap ETF 1.5 5 30 5.2 +0.5
GGRW Gabelli Growth Innovators ETF 1.5 90 -55 2.7 -2.0
NUMG Nuveen ESG Mid-Cap Growth ETF 1.5 31 4 3.9 -0.8
TXS Texas Capital Texas Equity Index ETF 1.5 49 -14 5.3 +0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 1.4 60 -25 7.0 +2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.4 60 -25 5.4 +0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 5 6.7 +2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -40 4.9 +0.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 15 5.8 +1.1
MOTE VanEck Morningstar ESG Moat ETF 1.4 49 -14 5.3 +0.6
FBCV Fidelity Blue Chip Value ETF 1.4 59 -24 7.3 +2.6
ARKF ARK Fintech Innovation ETF 1.4 75 -40 -0.3 -5.0
STCE Schwab Crypto Thematic ETF 1.4 30 5 2.1 -2.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 10 6.2 +1.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 5 8.0 +3.3
SCHA Schwab U.S. Small-Cap ETF 1.4 4 31 4.5 -0.2
AESR Anfield U.S. Equity Sector Rotation ETF 1.4 108 -73 4.4 -0.3
PSC Principal U.S. Small-Cap ETF 1.4 38 -3 6.1 +1.4
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -54 4.9 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.4 6 29 8.1 +3.4
LVOL American Century Low Volatility ETF 1.3 29 6 5.0 +0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 0 6.8 +2.1
PWV Invesco Large Cap Value ETF 1.3 55 -20 8.0 +3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 1.3 15 20 5.4 +0.7
SURE AdvisorShares Insiders Advantage ETF 1.3 90 -55 10.1 +5.4
VFMF Vanguard U.S. Multifactor ETF 1.2 18 17 8.5 +3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 31 5.9 +1.3
MOAT VanEck Morningstar Wide Moat ETF 1.2 46 -11 6.1 +1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.2 7 28 8.3 +3.6
IYE iShares U.S. Energy ETF 1.2 40 -5 6.9 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 26 3.9 -0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 18 5.2 +0.5
EZM WisdomTree U.S. MidCap Fund 1.2 38 -3 7.8 +3.1
IWC iShares Micro-Cap ETF 1.2 60 -25 -3.6 -8.3
SFYX SoFi Next 500 ETF 1.2 0 35 5.0 +0.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.2 12 23 7.1 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -24 8.4 +3.7
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 31 6.3 +1.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.1 85 -50 -1.0 -5.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.1 20 15 7.9 +3.2
JFWD Jacob Forward ETF 1.1 75 -40 0.0 -4.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.1 60 -25 6.9 +2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 -14 5.6 +0.9
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.1 35 0 5.0 +0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 1.1 12 23 7.6 +2.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 -3 8.1 +3.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 0 8.1 +3.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.1 18 17 6.3 +1.6
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 20 7.1 +2.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 15 20 8.5 +3.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.0 10 25 7.4 +2.7
IJR iShares Core S&P Small Cap ETF 1.0 6 29 7.4 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 15 20 6.4 +1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 20 6.2 +1.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.0 48 -13 5.1 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -26 5.8 +1.1
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 17 8.4 +3.7
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 -5 6.4 +1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 20 6.3 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.0 3 32 7.4 +2.7
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 8 8.7 +4.0
SLYV SPDR S&P 600 Small Cap Value ETF 1.0 15 20 8.4 +3.7
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -25 6.8 +2.1
FVD First Trust Value Line Dividend Index Fund 1.0 65 -30 6.2 +1.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -17 5.7 +1.0
SYNB Putnam BioRevolution ETF 1.0 70 -35 2.9 -1.8
FPX First Trust US Equity Opportunities ETF 1.0 61 -26 1.7 -3.0
IJJ iShares S&P Mid-Cap 400 Value ETF 0.9 18 17 7.6 +2.9
REVS Columbia Research Enhanced Value ETF 0.9 19 16 7.6 +2.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.9 15 20 7.7 +3.0
GVLU Gotham 1000 Value ETF 0.9 50 -15 7.6 +2.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.9 15 20 7.6 +2.9
ICAP InfraCap Equity Income Fund ETF 0.9 171 -136 6.5 +1.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.9 15 20 7.6 +2.9
IWN iShares Russell 2000 Value ETF 0.8 24 11 5.1 +0.4
VFVA Vanguard U.S. Value Factor ETF 0.8 13 22 10.3 +5.6
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 1 5.4 +0.8
ACTV LeaderShares Activist Leaders ETF 0.8 75 -40 6.6 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 6 6.8 +2.1
NTZG Nuveen Global Net Zero Transition ETF 0.8 56 -21 4.8 +0.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -25 0.0 -4.7
SMMD iShares Russell 2500 ETF 0.8 15 20 5.8 +1.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 -4 8.5 +3.8
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 29 7.6 +2.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -32 9.2 +4.5
ONEY SPDR Russell 1000 Yield Focus ETF 0.7 20 15 9.9 +5.2
SPVM Invesco S&P 500 Value with Momentum ETF 0.7 39 -4 8.4 +3.7
VTWV Vanguard Russell 2000 Value ETF 0.7 15 20 5.0 +0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 0 6.5 +1.8
HAP VanEck Natural Resources ETF 0.7 50 -15 10.0 +5.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.7 42 -7 6.4 +1.7
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -17 6.8 +2.1
CGXU Capital Group International Focus Equity ETF 0.6 54 -19 5.1 +0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.6 12 23 5.6 +0.9
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 10 9.0 +4.3
EES WisdomTree U.S. SmallCap Fund 0.6 38 -3 9.2 +4.5
IQSI IQ Candriam International Equity ETF 0.6 15 20 6.4 +1.7
WWJD Inspire International ETF 0.6 80 -45 6.9 +2.3
DIA SPDR Dow Jones Industrial Average ETF Trust 0.5 16 19 5.8 +1.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -25 7.7 +3.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -38 9.9 +5.2
GSFP Goldman Sachs Future Planet Equity ETF 0.5 75 -40 4.5 -0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -35 2.2 -2.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -45 6.2 +1.5
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -30 7.2 +2.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 -4 8.9 +4.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.4 20 15 6.7 +2.0
VBR Vanguard Small Cap Value ETF 0.4 7 28 7.8 +3.1
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 5.3 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -25 6.9 +2.2
DFSV Dimensional US Small Cap Value ETF 0.4 31 4 8.5 +3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 0 9.7 +5.0
SVAL iShares US Small Cap Value Factor ETF 0.4 20 15 10.1 +5.4
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 10 4.6 -0.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 -4 8.6 +4.0
BKIE BNY Mellon International Equity ETF 0.4 4 31 6.9 +2.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 -4 7.2 +2.5
FLDZ RiverNorth Patriot ETF 0.3 75 -40 5.6 +0.9
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 7 7.9 +3.2
QINT American Century Quality Diversified International ETF 0.2 39 -4 7.7 +3.0
ITEQ BlueStar Israel Technology ETF 0.2 75 -40 1.4 -3.3
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 -3 8.3 +3.6
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -40 6.7 +2.0
VOE Vanguard Mid-Cap Value ETF 0.2 7 28 7.3 +2.6
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 -25 1.2 -3.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 10 7.5 +2.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.2 70 -35 10.4 +5.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 23 7.5 +2.8
ISRA VanEck Israel ETF 0.2 59 -24 8.1 +3.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 -3 5.4 +0.8
ROSC Hartford Multifactor Small Cap ETF 0.1 34 1 8.5 +3.8
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -45 14.1 +9.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -12 8.7 +4.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 -3 7.1 +2.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 -19 4.0 -0.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 10 9.3 +4.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -17 4.0 -0.7
DHS WisdomTree U.S. High Dividend Fund 0.0 38 -3 8.1 +3.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -22 3.5 -1.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -15 4.8 +0.1

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
SPDR S&P Semiconductor 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 16.2 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.7 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.53 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.