SPDR S&P Semiconductor ETF
ALTAR
Score™
6.9% info Recommen-
dation
NEUTRAL
2023E    2024E
P/E
ratio
26.8x P/Sales
ratio
4.0x
P/BV
ratio
3.2x Div.
yield
1.0%


  • 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) $1,400
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 38
Wgt avg mkt cap (mns) $84,585
Large cap (>$10bn) 46.6%
Mid cap ($2-10bn) 33.5%
Small cap (<$2bn) 14.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MA-COM TECHNOLOGY SOLUTIONS 3.8 %
INTEL CORP 3.6 %
SEMTECH CORP 3.4 %
NVIDIA CORP 3.3 %
UNIVERSAL DISPLAY CORP 3.3 %
LATTICE SEMICONDUCTOR CORP 3.2 %
MICRON TECHNOLOGY INC 3.2 %
NXP SEMICONDUCTORS NV 3.1 %
BROADCOM INC. 3.1 %
SYNAPTICS INC 3.1 %
Total 33.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.7 %
NETHERLANDS 3.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
27.7% 25.2% 22.6% 23.6% 0.0%

Market Correlations
versus... Beta R-squared
S&P500 1.43 55%
MSCI EAFE 1.23 43%
MSCI Emg. Mkts. 1.24 41%

Technical Indicators
Recent close $194.51
30d moving avg. $207.63
Annualized volatility 34.4%
Short interest (ETF) 1.6%
Short interest (Underlying) 5.6%
Relative strength (RSI) 39

Liquidity measures
Avg. volume (thou.) 60
Turnover 0.8%
Bid/Ask (% of price) 0.08%
ADV underlying (mns) $33,605

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 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™: 6.9%


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 45.2 60 -25 7.5 +0.6
SOXX iShares PHLX Semiconductor ETF 44.4 35 0 6.9 -0.0
SHOC Strive U.S. Semiconductor ETF 43.2 40 -5 6.6 -0.3
SOXQ Invesco PHLX Semiconductor ETF 42.3 19 16 6.8 -0.1
PSI Invesco Dynamic Semiconductors ETF 37.1 56 -21 6.6 -0.3
SMH VanEck Semiconductor ETF 35.2 35 0 6.0 -0.9
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 32.1 57 -22 5.3 -1.6
FIVG Defiance Next Gen Connectivity ETF 28.4 30 5 8.4 +1.5
CARZ First Trust NASDAQ Global Auto Index Fund 25.4 70 -35 5.6 -1.3
IDAT iShares Cloud 5G and Tech ETF 23.9 47 -12 5.8 -1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 22.7 40 -5 6.5 -0.4
XNTK SPDR NYSE Technology ETF 20.3 35 0 4.4 -2.5
ARVR First Trust Indxx Metaverse ETF 20.3 70 -35 4.5 -2.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 19.8 45 -10 2.1 -4.8
QTUM Defiance Quantum ETF 19.5 40 -5 8.2 +1.3
XLK Technology Select Sector SPDR Fund 18.4 10 25 6.0 -0.9
IGPT Invesco AI and Next Gen Software ETF 18.4 50 -15 5.1 -1.9
IGM iShares Expanded Tech Sector ETF 17.7 41 -6 5.4 -1.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 17.6 46 -11 6.8 -0.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 17.5 50 -15 7.4 +0.5
MOTO SmartETFs Smart Transportation & Technology ETF 17.3 68 -33 7.2 +0.3
IYW iShares U.S. Technology ETF 17.3 39 -4 5.4 -1.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 17.2 39 -4 -1.2 -8.1
SNSR Global X Internet of Things Thematic ETF 17.2 68 -33 4.9 -2.1
FTEC Fidelity MSCI Information Technology Index ETF 17.0 8 27 5.5 -1.4
VGT Vanguard Information Technology Index Fund 16.9 10 25 5.5 -1.4
TECB iShares US Tech Breakthrough Multisector ETF 15.8 40 -5 4.9 -2.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 15.7 58 -23 -0.6 -7.5
VERS ProShares Metaverse ETF 15.7 58 -23 -8.6 -15.5
BTEK BlackRock Future Tech ETF 15.5 88 -53 0.7 -6.3
NXTG First Trust Indxx NextG ETF 15.4 70 -35 8.1 +1.2
DRIV Global X Autonomous & Electric Vehicles ETF 14.9 68 -33 4.5 -2.4
IXN iShares Global Tech ETF 14.8 41 -6 5.5 -1.4
PTF Invesco DWA Technology Momentum ETF 14.8 60 -25 1.6 -5.3
QQQM Invesco NASDAQ 100 ETF 14.2 15 20 5.2 -1.7
QQQ Invesco QQQ Trust 14.2 20 15 5.3 -1.6
SPHB Invesco S&P 500 High Beta ETF 14.0 25 10 6.2 -0.7
ALTL Pacer Lunt Large Cap Alternator ETF 14.0 60 -25 5.8 -1.1
CLNR IQ Cleaner Transport ETF 13.8 45 -10 6.8 -0.1
KNCT Invesco Next Gen Connectivity ETF 13.7 40 -5 7.0 +0.1
FXL First Trust Technology AlphaDEX Fund 13.6 61 -26 5.5 -1.4
QQMG Invesco ESG NASDAQ 100 ETF 13.2 20 15 5.3 -1.6
TRFK Pacer Data and Digital Revolution ETF 13.0 60 -25 4.9 -2.0
PSET Principal Price Setters Index ETF 12.8 15 20 6.6 -0.3
METV Roundhill Ball Metaverse ETF 12.7 59 -24 4.5 -2.4
WUGI AXS Esoterica NextG Economy ETF 12.4 75 -40 3.2 -3.7
VEGN US Vegan Climate ETF 12.4 60 -25 5.3 -1.6
XPND First Trust Expanded Technology ETF 12.1 65 -30 5.4 -1.5
RNDV US Equity Dividend Select ETF 12.0 50 -15 10.3 +3.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 12.0 58 -23 5.3 -1.6
MVPS Amplify Thematic All-Stars ETF 11.9 49 -14 2.2 -4.7
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 11.7 47 -12 -1.8 -8.7
OCEN IQ Clean Oceans ETF 11.5 45 -10 7.1 +0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 11.5 35 0 5.6 -1.3
IBOT Vaneck Robotics ETF 11.2 47 -12 4.0 -2.9
HAIL SPDR S&P Kensho Smart Mobility ETF 11.2 45 -10 -3.8 -10.7
LRND IQ U.S. Large Cap R&D Leaders ETF 11.1 14 21 7.1 +0.2
DIVB iShares Core Dividend 11.0 5 30 9.0 +2.1
PSCT Invesco S&P SmallCap Information Technology ETF 11.0 29 6 6.6 -0.3
IETC iShares Evolved U.S. Technology ETF 10.9 18 17 5.2 -1.7
BBLU EA Bridgeway Blue Chip ETF 10.7 15 20 6.2 -0.7
RNLC Large Cap US Equity Select ETF 10.6 60 -25 7.5 +0.6
AIQ Global X Future Analytics Tech ETF 10.6 68 -33 5.0 -1.9
MTUM iShares MSCI USA Momentum Factor ETF 10.3 15 20 5.1 -1.8
SPRX Spear Alpha ETF 10.3 75 -40 1.5 -5.4
LEAD Siren DIVCON Leaders Dividend ETF 10.2 43 -8 6.2 -0.7
IVRS iShares Future Metaverse Tech and Communications ETF 10.2 47 -12 8.3 +1.4
VPN Global X Data Center REITs & Digital Infrastructure ETF 10.1 50 -15 5.6 -1.3
USXF iShares ESG Advanced MSCI USA ETF 10.1 10 25 5.7 -1.2
CHAT Roundhill Generative AI & Technology ETF 10.0 75 -40 2.3 -4.6
MAKX ProShares S&P Kensho Smart Factories ETF 9.9 58 -23 3.8 -3.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.9 61 -26 2.3 -4.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 9.8 21 14 4.2 -2.8
PEXL Pacer US Export Leaders ETF 9.8 60 -25 6.7 -0.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 9.7 49 -14 6.1 -0.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 9.4 30 5 5.9 -1.0
VLUE iShares MSCI USA Value Factor ETF 9.4 15 20 11.9 +5.0
FTGS First Trust Growth Strength ETF 9.4 60 -25 7.8 +0.9
CGDV Capital Group Dividend Value ETF 9.3 33 2 6.6 -0.3
GDIV Harbor Dividend Growth Leaders ETF 9.3 50 -15 6.7 -0.2
BNGE First Trust S-Network Streaming and Gaming ETF 9.3 70 -35 0.6 -6.3
ESGS Columbia Sustainable U.S. Equity Income ETF 9.3 35 0 7.2 +0.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 9.1 69 -34 5.5 -1.4
FBCG Fidelity Blue Chip Growth ETF 9.0 59 -24 2.3 -4.6
GRZZ Grizzle Growth ETF 9.0 75 -40 6.6 -0.3
TWEB SoFi Web 3 ETF 9.0 59 -24 -3.4 -10.3
XT iShares Exponential Technologies ETF 9.0 46 -11 3.9 -3.0
QUAL iShares MSCI Usa Quality Factor ETF 8.8 15 20 6.6 -0.3
GGME Invesco Next Gen Media and Gaming ETF 8.8 50 -15 6.4 -0.5
IQM Franklin Intelligent Machines ETF 8.8 50 -15 3.8 -3.1
AOTG AOT Growth and Innovation ETF 8.7 75 -40 3.6 -3.3
SPHQ Invesco S&P 500 Quality ETF 8.7 15 20 6.1 -0.8
DIVZ TrueShares Low Volatility Equity Income ETF 8.7 65 -30 9.4 +2.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 8.6 49 -14 5.3 -1.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.6 75 -40 6.3 -0.6
WGRO WisdomTree U.S. Growth & Momentum Fund 8.5 55 -20 7.3 +0.4
FLQL Franklin LibertyQ U.S. Equity ETF 8.4 15 20 7.4 +0.5
JHDV John Hancock U.S. High Dividend ETF 8.3 34 1 7.3 +0.4
DVND Touchstone Dividend Select ETF 8.3 67 -32 6.9 +0.0
TRFM AAM Transformers ETF 8.3 49 -14 1.6 -5.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.1 15 20 6.4 -0.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.0 10 25 5.4 -1.5
RAFE PIMCO RAFI ESG U.S. ETF 8.0 29 6 8.2 +1.3
FDVV Fidelity Core Dividend ETF 7.9 29 6 9.8 +2.9
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 7.9 12 23 5.4 -1.6
LOUP Innovator Loup Frontier Tech ETF 7.9 70 -35 2.6 -4.3
XLG Invesco S&P 500 Top 50 ETF 7.8 20 15 5.1 -1.8
HLGE Hartford Longevity Economy ETF 7.8 44 -9 8.8 +1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 7.8 10 25 6.3 -0.6
BUZZ VanEck Social Sentiment ETF 7.8 75 -40 1.1 -5.8
JVAL JPMorgan U.S. Value Factor ETF 7.7 12 23 9.5 +2.6
DGRW WisdomTree U.S. Quality Dividend Growth Fund 7.7 28 7 6.5 -0.4
SIXA 6 Meridian Mega Cap Equity ETF 7.6 80 -45 7.8 +0.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.6 55 -20 4.2 -2.7
JMOM JPMorgan U.S. Momentum Factor ETF 7.6 12 23 6.1 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 7.5 9 26 6.0 -0.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.5 49 -14 5.2 -1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 7.4 9 26 5.6 -1.3
INNO Harbor Disruptive Innovation ETF 7.4 75 -40 -3.5 -10.4
QVML Invesco S&P 500 QVM Multi-factor ETF 7.3 11 24 6.2 -0.8
GK AdvisorShares Gerber Kawasaki ETF 7.3 81 -46 5.2 -1.8
VSLU Applied Finance Valuation Large Cap ETF 7.3 49 -14 6.6 -0.3
ACVF American Conservative Values ETF 7.3 75 -40 5.1 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 7.2 12 23 6.5 -0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 7.2 12 23 5.5 -1.4
FSST Fidelity Sustainability U.S. Equity ETF 7.2 59 -24 5.7 -1.2
NULC Nuveen ESG Large-Cap ETF 7.2 21 14 6.0 -0.9
STXG Strive 1000 Growth ETF 7.2 18 17 5.1 -1.8
XVV iShares ESG Screened S&P 500 ETF 7.2 8 27 5.9 -1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.1 10 25 5.3 -1.6
OEF iShares S&P 100 ETF 7.1 20 15 5.6 -1.3
JOET Virtus Terranova US Quality Momentum ETF 7.1 29 6 6.3 -0.7
PRAY FIS Biblically Responsible Risk Managed ETF 7.1 68 -33 6.8 -0.1
CACG ClearBridge All Cap Growth ETF 7.0 54 -19 3.9 -3.0
SFYF SoFi 50 ETF 6.9 29 6 0.4 -6.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 6.9 20 15 6.6 -0.3
FPAG FPA Global Equity ETF 6.9 49 -14 6.1 -0.9
VDNI V-Shares US Leadership Diversity ETF 6.9 29 6 6.2 -0.7
DUHP Dimensional US High Profitability ETF 6.9 21 14 8.1 +1.2
BFTR Future Innovators ETF 6.9 80 -45 2.4 -4.5
IWL iShares Russell Top 200 ETF 6.9 15 20 5.6 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 6.9 0 35 5.7 -1.2
ROCI ROC ETF 6.8 49 -14 5.3 -1.7
QGRW WisdomTree U.S. Quality Growth Fund 6.8 28 7 5.7 -1.2
DSI iShares MSCI KLD 400 Social ETF 6.8 25 10 5.9 -1.0
MGC Vanguard Mega Cap Index Fund 6.8 7 28 5.7 -1.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 6.8 68 -33 4.6 -2.3
IVW iShares S&P 500 Growth ETF 6.8 18 17 5.8 -1.1
SPYG SPDR Portfolio S&P 500 Growth ETF 6.8 4 31 6.0 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 6.7 9 26 5.9 -1.0
VOOG Vanguard S&P 500 Growth ETF 6.7 10 25 5.9 -1.0
IUSG iShares Core S&P US Growth ETF 6.7 4 31 6.0 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 6.7 20 15 5.8 -1.1
QQQN VictoryShares Nasdaq Next 50 ETF 6.6 18 17 6.9 -0.0
ESGV Vanguard ESG U.S. Stock ETF 6.6 9 26 5.7 -1.2
SUSA iShares MSCI USA ESG Select ETF 6.6 25 10 6.1 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 6.6 7 28 6.0 -1.0
FDRR Fidelity Dividend ETF for Rising Rates 6.6 29 6 8.9 +2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.6 65 -30 3.5 -3.4
IWY iShares Russell Top 200 Growth ETF 6.6 20 15 5.4 -1.5
DFND Siren DIVCON Dividend Defender ETF 6.6 189 -154 5.0 -1.9
NACP Impact Shares NAACP Minority Empowerment ETF 6.5 49 -14 5.6 -1.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.5 75 -40 6.4 -0.5
VOTE Engine No. 1 Transform 500 ETF 6.5 5 30 5.8 -1.1
XITK SPDR FactSet Innovative Technology ETF 6.5 45 -10 0.3 -6.7
YALL God Bless America ETF 6.5 65 -30 3.8 -3.1
IWF iShares Russell 1000 Growth ETF 6.5 19 16 5.3 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 6.5 29 6 5.8 -1.1
IVV iShares Core S&P 500 ETF 6.5 3 32 6.0 -0.9
SPY SPDR S&P 500 ETF Trust 6.5 9 26 5.9 -1.0
VONG Vanguard Russell 1000 Growth Index Fund 6.4 8 27 5.4 -1.5
JGRO JPMorgan Active Growth ETF 6.4 44 -9 4.0 -3.0
VOO VANGUARD S&P 500 ETF 6.4 3 32 6.0 -0.9
SPLG SPDR Portfolio S&P 500 ETF 6.4 2 33 6.0 -0.9
WRND IQ Global Equity R&D Leaders ETF 6.4 18 17 8.2 +1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 6.4 20 15 5.7 -1.2
PWV Invesco Dynamic Large Cap Value ETF 6.4 58 -23 9.5 +2.6
NULV Nuveen ESG Large-Cap Value ETF 6.4 26 9 7.9 +1.0
ESGU iShares MSCI USA ESG Optimized ETF 6.3 15 20 5.9 -1.1
QUS SPDR MSCI USA StrategicFactors ETF 6.3 15 20 6.7 -0.3
FDMO Fidelity Momentum Factor ETF 6.3 29 6 4.3 -2.7
SCHG Schwab U.S. Large-Cap Growth ETF 6.3 4 31 4.9 -2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 6.3 2 33 5.9 -1.0
IBLC iShares Blockchain and Tech ETF 6.3 47 -12 -8.2 -15.1
QDF FlexShares Quality Dividend Index Fund 6.3 37 -2 7.7 +0.8
PBUS Invesco PureBeta MSCI USA ETF 6.2 4 31 5.9 -1.0
ADME Aptus Drawdown Managed Equity ETF 6.2 79 -44 5.0 -1.9
ITAN Sparkline Intangible Value ETF 6.2 50 -15 7.0 +0.1
ILCB iShares Morningstar U.S. Equity ETF 6.2 3 32 5.9 -1.0
IQSU IQ Candriam ESG US Equity ETF 6.2 9 26 5.5 -1.5
PY Principal Shareholder Yield Index ETF 6.2 15 20 8.5 +1.6
SCHX Schwab U.S. Large-Cap ETF 6.1 3 32 5.9 -1.0
STRV Strive 500 ETF 6.1 5 30 5.8 -1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 6.1 7 28 5.8 -1.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.1 60 -25 4.6 -2.3
VV Vanguard Large-Cap Index Fund 6.1 4 31 5.8 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6.1 11 24 5.9 -1.0
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 6.1 50 -15 4.0 -3.0
SNPE Xtrackers S&P 500 ESG ETF 6.1 10 25 6.0 -0.9
SPTM SPDR Portfolio Total Stock Market ETF 6.1 3 32 6.2 -0.7
BRNY Burney U.S. Factor Rotation ETF 6.0 79 -44 6.6 -0.3
SCHK Schwab 1000 Index ETF 6.0 5 30 6.0 -1.0
IYY iShares Dow Jones U.S. ETF 6.0 20 15 5.8 -1.2
ILCG iShares Morningstar Growth ETF 6.0 4 31 4.6 -2.3
TINY ProShares Nanotechnology ETF 6.0 58 -23 1.6 -5.3
FMIL Fidelity New Millennium ETF 6.0 59 -24 6.1 -0.8
SPGP Invesco S&P 500 GARP ETF 5.9 36 -1 9.3 +2.4
EQWL Invesco Russell Top 200 Equal Weight ETF 5.9 25 10 7.4 +0.5
VFMO Vanguard U.S. Momentum Factor ETF 5.9 13 22 2.7 -4.2
UDI USCF Dividend Income Fund 5.9 65 -30 8.2 +1.3
SCHD Schwab U.S. Dividend Equity ETF 5.9 6 29 9.4 +2.5
SDEP SFP Core Equity Strategy 5.9 0 35 6.8 -0.1
ETEC iShares Breakthrough Environmental Solutions ETF 5.9 47 -12 6.0 -0.9
BNE Blue Horizon BNE ETF 5.9 87 -52 4.2 -2.7
SIMS SPDR S&P Kensho Intelligent Structures ETF 5.9 45 -10 2.3 -4.6
DFUS Dimensional U.S. Equity ETF 5.9 9 26 5.8 -1.1
EVUS iShares ESG Aware MSCI USA Value ETF 5.9 18 17 7.7 +0.8
GGRW Gabelli Growth Innovators ETF 5.9 90 -55 3.2 -3.7
VUG Vanguard Growth Index Fund 5.9 4 31 4.8 -2.1
SFY SoFi Select 500 ETF 5.9 0 35 5.6 -1.3
GVIP Goldman Sachs Hedge Industry VIP ETF 5.9 45 -10 4.5 -2.4
MGV Vanguard Mega Cap Value ETF 5.8 7 28 7.5 +0.6
VYM Vanguard High Dividend Yield Index ETF 5.8 6 29 8.2 +1.3
SCHB Schwab U.S. Broad Market ETF 5.8 3 32 5.9 -1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 5.8 3 32 5.8 -1.1
IWB iShares Russell 1000 ETF 5.8 15 20 5.8 -1.1
DURA VanEck Morningstar Durable Dividend ETF 5.8 29 6 8.0 +1.1
SOLR SmartETFs Sustainable Energy II Fund 5.8 79 -44 4.3 -2.6
VONE Vanguard Russell 1000 ETF 5.8 8 27 5.8 -1.1
TMFC Motley Fool 100 Index ETF 5.8 50 -15 4.5 -2.5
LRNZ TrueMark Technology, AI & Deep Learning ETF 5.7 69 -34 -1.3 -8.2
ESPO VanEck Video Gaming & eSports ETF 5.7 56 -21 7.5 +0.6
VUSE Vident Core US Equity Fund 5.7 50 -15 6.3 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 5.7 59 -24 4.3 -2.6
DFAU Dimensional US Core Equity Market ETF 5.7 12 23 6.0 -0.9
RVRB Reverb ETF 5.7 30 5 5.8 -1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 5.6 75 -40 5.5 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 5.6 15 20 5.5 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 5.6 14 21 5.9 -1.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 5.6 15 20 6.0 -0.9
AUSF Global X Adaptive U.S. Factor ETF 5.6 27 8 6.3 -0.7
VTI Vanguard Total Stock Market Index Fund 5.6 3 32 5.7 -1.2
IWV iShares Russell 3000 ETF 5.6 20 15 5.6 -1.3
PBW Invesco WilderHill Clean Energy ETF 5.6 61 -26 -9.4 -16.3
VTHR Vanguard Russell 3000 Index Fund 5.6 10 25 5.7 -1.2
LRGF iShares Edge MSCI Multifactor USA ETF 5.5 8 27 6.9 +0.0
RAYD Rayliant Quantitative Developed Market Equity ETF 5.5 80 -45 8.9 +2.0
NANC Unusual Whales Subversive Democratic Trading ETF 5.5 75 -40 4.8 -2.1
HDUS Hartford Disciplined US Equity ETF 5.5 19 16 7.0 +0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 5.5 30 5 11.3 +4.4
AFLG First Trust Active Factor Large Cap ETF 5.5 55 -20 7.4 +0.5
ANEW ProShares MSCI Transformational Changes ETF 5.5 45 -10 5.9 -1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 5.5 65 -30 2.4 -4.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 5.4 78 -43 10.1 +3.2
STXD Strive 1000 Dividend Growth ETF 5.4 35 0 6.2 -0.7
SUSL iShares ESG MSCI USA Leaders ETF 5.4 10 25 5.9 -1.0
DIVS SmartETFs Dividend Builder ETF 5.3 65 -30 5.6 -1.3
DEIF Sterling Capital Diverse Multi-Manager Active ETF 5.3 65 -30 7.1 +0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.3 10 25 6.0 -0.9
TIME Clockwise Capital Innovation ETF 5.3 96 -61 2.7 -4.2
RUFF Alpha Dog ETF 5.3 94 -59 5.4 -1.5
VIG Vanguard Dividend Appreciation Index Fund 5.3 6 29 6.3 -0.6
VOT Vanguard Mid-Cap Growth Index Fund 5.3 7 28 5.1 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 5.2 37 -2 7.4 +0.5
CGUS Capital Group Core Equity ETF 5.2 33 2 5.7 -1.2
MGK Vanguard Mega Cap Growth ETF 5.2 7 28 4.9 -2.0
ODDS Pacer BlueStar Digital Entertainment ETF 5.2 60 -25 5.7 -1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 5.2 58 -23 5.0 -1.9
BWEB Bitwise Web3 ETF 5.2 85 -50 2.0 -4.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.2 60 -25 4.4 -2.5
FDWM Fidelity Women's Leadership ETF 5.1 59 -24 5.9 -1.0
OND ProShares On-Demand ETF 5.1 58 -23 -5.4 -12.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.1 9 26 6.6 -0.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.1 65 -30 9.6 +2.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 5.1 15 20 5.6 -1.4
FDG American Century Focused Dynamic Growth ETF 5.1 45 -10 3.1 -3.8
EGUS iShares ESG Aware MSCI USA Growth ETF 5.0 15 20 5.0 -1.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 5.0 15 20 4.4 -2.5
WFH Direxion Work From Home ETF 5.0 45 -10 0.0 -6.9
ROBO Robo Global Robotics & Automation Index ETF 5.0 95 -60 3.5 -3.4
OALC OneAscent Large Cap Core ETF 5.0 82 -47 6.1 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.0 75 -40 6.3 -0.6
HAPI Harbor Corporate Culture ETF 4.9 36 -1 5.5 -1.4
FMET Fidelity Metaverse ETF 4.9 39 -4 5.2 -1.7
IOO iShares Global 100 ETF 4.9 41 -6 6.1 -0.8
VNSE Natixis Vaughan Nelson Select ETF 4.9 80 -45 4.4 -2.5
QQQS Invesco NASDAQ Future Gen 200 ETF 4.9 20 15 -11.6 -18.5
DGRO iShares Core Dividend Growth ETF 4.9 8 27 7.3 +0.4
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 4.9 39 -4 6.4 -0.5
DTEC ALPS Disruptive Technologies ETF 4.8 50 -15 4.4 -2.5
FCPI Fidelity Stocks for Inflation ETF 4.8 29 6 9.3 +2.4
HLAL Wahed FTSE USA Shariah ETF 4.8 50 -15 5.4 -1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 4.8 28 7 7.1 +0.2
ESG FlexShares STOXX US ESG Impact Index Fund 4.8 32 3 5.6 -1.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.8 15 20 8.1 +1.2
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.8 101 -66 0.8 -6.1
ENRG SoFi Smart Energy ETF 4.7 59 -24 -1.8 -8.7
NULG Nuveen ESG Large-Cap Growth ETF 4.7 26 9 4.7 -2.2
QLC FlexShares US Quality Large Cap Index Fund 4.7 25 10 6.7 -0.2
BIBL Inspire ETF 4.7 35 0 5.5 -1.4
NUDV Nuveen ESG Dividend ETF 4.7 26 9 7.9 +1.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 4.7 25 10 6.6 -0.3
XSHQ Invesco S&P SmallCap Quality ETF 4.7 30 5 10.5 +3.6
NUMG Nuveen ESG Mid-Cap Growth ETF 4.7 31 4 4.5 -2.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 4.6 20 15 5.4 -1.6
TOK iShares MSCI Kokusai ETF 4.6 25 10 6.2 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 4.6 9 26 6.5 -0.4
JHML John Hancock Multifactor Large Cap ETF 4.6 29 6 6.4 -0.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.6 75 -40 4.0 -2.9
VTV Vanguard Value Index Fund 4.5 4 31 7.8 +0.8
ETHO Etho Climate Leadership U.S. ETF 4.5 47 -12 5.5 -1.4
BKUS BNY Mellon Sustainable US Equity ETF 4.5 50 -15 5.3 -1.6
EPS WisdomTree U.S. Earnings 500 Fund 4.5 8 27 7.2 +0.3
WKLY SoFi Weekly Dividend ETF 4.5 49 -14 8.5 +1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 4.5 48 -13 7.3 +0.4
RFFC RiverFront Dynamic US Flex-Cap ETF 4.5 48 -13 5.7 -1.3
WGMI Valkyrie Bitcoin Miners ETF 4.5 75 -40 -198.6 -205.5
KRUZ Unusual Whales Subversive Republican Trading ETF 4.5 75 -40 4.8 -2.1
MRND IQ U.S. Mid Cap R&D Leaders ETF 4.4 16 19 3.6 -3.3
PFM Invesco Dividend Achievers ETF 4.4 53 -18 6.4 -0.5
ILCV iShares Morningstar Value ETF 4.4 4 31 7.7 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 4.4 12 23 6.1 -0.8
GSPY Gotham Enhanced 500 ETF 4.4 50 -15 6.2 -0.7
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 4.3 45 -10 5.9 -1.0
URTH iShares MSCI World ETF 4.3 24 11 6.4 -0.5
SMDY Syntax Stratified MidCap ETF 4.3 35 0 8.0 +1.1
FFND Future Fund Active ETF 4.3 100 -65 2.1 -4.8
CVAR Cultivar ETF 4.3 87 -52 8.7 +1.8
DTD WisdomTree U.S.Total Dividend Fund 4.2 28 7 7.4 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 4.2 59 -24 3.7 -3.2
AVUS Avantis U.S. Equity ETF 4.2 15 20 6.9 -0.0
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.2 20 15 9.2 +2.3
QWLD SPDR MSCI World StrategicFactors ETF 4.2 30 5 7.6 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.2 20 15 6.9 +0.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.1 60 -25 6.4 -0.5
DSTL Distillate US Fundamental Stability & Value ETF 4.1 39 -4 8.2 +1.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 4.1 25 10 7.7 +0.8
BTHM BlackRock Future U.S. Themes ETF 4.1 60 -25 6.0 -1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 4.1 20 15 7.9 +1.0
ROUS Hartford Multifactor US Equity ETF 4.1 19 16 8.3 +1.4
IUS Invesco Strategic US ETF 4.1 19 16 8.1 +1.2
KOMP SPDR Kensho New Economies Composite ETF 4.1 20 15 -0.4 -7.3
JAVA JPMorgan Active Value ETF 4.1 44 -9 6.8 -0.1
IWX iShares Russell Top 200 Value ETF 4.0 20 15 7.2 +0.3
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 -15 9.9 +3.0
CLRG IQ Chaikin U.S. Large Cap ETF 4.0 25 10 7.2 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 4.0 18 17 6.7 -0.2
DFAC Dimensional U.S. Core Equity 2 ETF 4.0 17 18 6.6 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 25 6.1 -0.8
HAPY Harbor Corporate Culture Leaders ETF 3.9 50 -15 4.4 -2.5
SCHV Schwab U.S. Large-Cap Value ETF 3.9 4 31 7.5 +0.6
CGGR Capital Group Growth ETF 3.9 39 -4 4.0 -3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.9 6 29 4.8 -2.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.9 15 20 12.4 +5.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.9 25 10 7.6 +0.7
DFLV Dimensional US Large Cap Value ETF 3.9 22 13 9.1 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.9 63 -28 3.5 -3.4
DFUV Dimensional US Marketwide Value ETF 3.9 22 13 8.6 +1.7
ACWI iShares MSCI ACWI ETF 3.9 32 3 6.5 -0.4
SNPV Xtrackers S&P ESG Value ETF 3.9 15 20 6.7 -0.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.7 60 -25 6.0 -0.9
KRMA Global X Conscious Companies ETF 3.7 43 -8 6.4 -0.5
SMOT VanEck Morningstar SMID Moat ETF 3.7 49 -14 7.6 +0.7
VOOV Vanguard S&P 500 Value ETF 3.7 10 25 6.5 -0.4
IVE iShares S&P 500 Value ETF 3.7 18 17 6.4 -0.5
VR Global X Metaverse ETF 3.7 50 -15 6.3 -0.6
ENTR Entrepreneur 30 Fund 3.7 75 -40 3.3 -3.6
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 31 6.6 -0.3
MBOX Freedom Day Dividend ETF 3.6 39 -4 8.4 +1.5
BMVP Invesco Bloomberg MVP Multi-Factor ETF 3.6 29 6 9.1 +2.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.6 19 16 7.1 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.6 29 6 7.6 +0.7
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 -4 7.6 +0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.6 39 -4 13.3 +6.4
FEX First Trust Large Cap Core AlphaDEX Fund 3.6 59 -24 7.1 +0.2
BECO BlackRock Future Climate and Sustainable Economy ETF 3.6 70 -35 5.3 -1.6
XMHQ Invesco S&P MidCap Quality ETF 3.5 25 10 9.2 +2.3
MINV Matthews Asia Innovators Active ETF 3.5 79 -44 0.8 -6.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.5 29 6 10.9 +4.0
IUSV iShares Core S&P U.S. Value ETF 3.5 4 31 6.8 -0.1
FVAL Fidelity Value Factor ETF 3.5 29 6 8.3 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.5 9 26 6.4 -0.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.5 7 28 10.0 +3.1
FQAL Fidelity Quality Factor ETF 3.5 29 6 6.1 -0.8
VT Vanguard Total World Stock ETF 3.5 7 28 6.6 -0.3
RESP WisdomTree US ESG Fund of Benef Interest 3.5 28 7 6.8 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 15 7.7 +0.8
AVLV Avantis U.S. Large Cap Value ETF 3.4 15 20 8.7 +1.8
BFOR Barron's 400 ETF 3.4 65 -30 8.7 +1.8
TMFX Motley Fool Next Index ETF 3.4 50 -15 3.9 -3.0
VONV Vanguard Russell 1000 Value Index Fund 3.4 8 27 7.5 +0.5
GDEF Goldman Sachs Defensive Equity ETF 3.4 55 -20 5.1 -1.8
IWD iShares Russell 1000 Value ETF 3.4 19 16 7.4 +0.5
JEPI JPMorgan Equity Premium Income ETF 3.4 35 0 5.8 -1.1
GAMR ETFMG Video Game Tech ETF 3.4 75 -40 7.1 +0.2
GCLN Goldman Sachs Bloomberg Clean Energy Equity ETF 3.4 45 -10 5.4 -1.5
GBUY Goldman Sachs Future Consumer Equity ETF 3.3 75 -40 3.2 -3.7
BOTZ Global X Robotics & Artificial Intelligence ETF 3.3 69 -34 3.4 -3.5
VICE AdvisorShares Vice ETF 3.3 99 -64 8.0 +1.1
MBCC Monarch Blue Chips Core ETF 3.3 125 -90 3.6 -3.3
SYNB Putnam BioRevolution ETF 3.3 70 -35 3.4 -3.5
VIRS Pacer BioThreat Strategy ETF 3.3 70 -35 7.2 +0.3
RUNN Running Oak Efficient Growth ETF 3.3 58 -23 6.0 -0.9
ARKQ Ark Autonomous Tech. & Robotics ETF 3.3 75 -40 1.8 -5.1
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -15 7.2 +0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.3 30 5 9.5 +2.6
VLU SPDR S&P 1500 Value Tilt ETF 3.3 12 23 8.3 +1.4
FPX First Trust US IPO Index Fund 3.3 61 -26 0.6 -6.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -15 5.4 -1.5
TINT ProShares Smart Materials ETF 3.3 58 -23 6.7 -0.2
PDP Invesco DWA Momentum ETF 3.3 62 -27 4.7 -2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.2 35 0 8.4 +1.5
MOON Direxion Moonshot Innovators ETF 3.2 65 -30 -9.5 -16.4
VFMF Vanguard U.S. Multifactor ETF 3.2 18 17 9.5 +2.6
CGGO Capital Group Global Growth Equity ETF 3.2 47 -12 4.6 -2.3
PWB Invesco Dynamic Large Cap Growth ETF 3.2 56 -21 3.8 -3.1
OAIE Optimize AI Smart Sentiment Event-Driven ETF 3.2 103 -68 3.8 -3.1
NVQ QRAFT AI-Enhanced US Next Value ETF 3.2 75 -40 10.9 +4.0
CIBR First Trust NASDAQ CEA Cybersecurity ETF 3.1 60 -25 5.2 -1.7
LCLG Logan Capital Broad Innovative Growth ETF 3.1 99 -64 6.1 -0.8
SAMT Strategas Macro Thematic Opportunities ETF 3.1 65 -30 4.0 -3.0
FLLV Franklin Liberty U.S. Low Volatility ETF 3.1 29 6 6.4 -0.6
DIVD Altrius Global Dividend ETF 3.1 49 -14 11.7 +4.8
VFMV Vanguard U.S. Minimum Volatility ETF 3.1 13 22 6.4 -0.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.1 61 -26 -19.4 -26.3
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 31 6.9 +0.0
UPWD JPMorgan Social Advancement ETF 3.1 49 -14 5.8 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.1 4 31 6.9 +0.0
GLOF iShares Global Equity Factor ETF 3.1 20 15 9.0 +2.1
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 0 8.0 +1.1
FLRG Fidelity U.S. Multifactor ETF 3.0 29 6 7.8 +0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 3.0 17 18 7.2 +0.3
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 15 7.1 +0.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.0 15 20 7.2 +0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.9 15 20 7.2 +0.3
TTAC TrimTabs US Free Cash Flow Quality ETF 2.9 59 -24 6.8 -0.2
FFTY Innovator IBD 50 ETF 2.9 80 -45 2.9 -4.0
DGT SPDR Global Dow ETF 2.9 50 -15 7.5 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 26 7.0 +0.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 2.9 80 -45 7.5 +0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.9 75 -40 8.3 +1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -35 3.4 -3.5
BKCH Global X Blockchain ETF 2.9 50 -15 -39.6 -46.5
QLV FlexShares US Quality Low Volatility Index Fund 2.9 22 13 5.9 -1.0
SSPY Syntax Stratified LargeCap ETF 2.9 30 5 7.4 +0.5
SIZE iShares MSCI USA Size Factor ETF 2.9 15 20 6.8 -0.1
SSLY Syntax Stratified SmallCap ETF 2.9 40 -5 8.1 +1.2
TPLC Timothy Plan US Large Cap Core ETF 2.9 52 -17 6.6 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 58 -23 6.5 -0.4
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 26 7.0 +0.1
IWTR iShares MSCI Water Management Multisector ETF 2.8 47 -12 6.0 -0.9
ROKT SPDR S&P Kensho Final Frontiers ETF 2.8 45 -10 1.7 -5.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.8 17 18 8.0 +1.1
PBD Invesco Global Clean Energy ETF 2.8 75 -40 -1.4 -8.3
IWO iShares Russell 2000 Growth ETF 2.8 24 11 1.8 -5.2
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 22 7.9 +1.0
VBK Vanguard Small-Cap Growth Index Fund 2.8 7 28 1.5 -5.4
VTWG Vanguard Russell 2000 Growth Index Fund 2.7 15 20 1.7 -5.2
GFGF Guru Favorite Stocks ETF 2.7 65 -30 6.4 -0.5
VO Vanguard Mid-Cap Index Fund 2.7 4 31 6.7 -0.2
ICLN iShares Global Clean Energy ETF 2.7 40 -5 4.0 -2.9
SMOG VanEck Low Carbon Energy ETF 2.7 61 -26 3.0 -3.9
CTEC Global X CleanTech ETF 2.7 50 -15 2.8 -4.1
RAYS Global X Solar ETF 2.7 51 -16 4.4 -2.5
VCLN Virtus Duff & Phelps Clean Energy ETF 2.7 59 -24 4.2 -2.7
ERTH Invesco MSCI Sustainable Future ETF 2.7 56 -21 4.2 -2.7
ACES ALPS Clean Energy ETF 2.7 55 -20 -3.1 -10.0
FRNW Fidelity Clean Energy ETF 2.7 39 -4 2.6 -4.3
TAN Invesco Solar ETF 2.7 69 -34 5.4 -1.5
RNEW VanEck Green Infrastructure ETF 2.7 45 -10 0.0 -6.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 25 10 6.9 -0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.7 54 -19 7.3 +0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.7 15 20 7.1 +0.1
SLYG SPDR S&P 600 Small Cap Growth ETF 2.7 15 20 7.0 +0.1
TPHD Timothy Plan High Dividend Stock ETF 2.6 52 -17 6.9 -0.0
ARKW ARK Web x.0 ETF 2.6 88 -53 -5.2 -12.1
XSMO Invesco S&P SmallCap Momentum ETF 2.6 39 -4 6.1 -0.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.6 60 -25 7.8 +0.9
KOCG FIS Knights of Columbus Global Belief ETF 2.5 75 -40 7.5 +0.5
GRPM Invesco S&P MidCap 400 GARP ETF 2.5 35 0 11.8 +4.9
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.5 96 -61 5.7 -1.2
CIRC JPMorgan Sustainable Consumption ETF 2.5 49 -14 5.8 -1.1
DUSA Davis Select U.S. Equity ETF 2.4 61 -26 8.8 +1.9
TEMP JPMorgan Climate Change Solutions ETF 2.4 49 -14 4.8 -2.1
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 2.4 85 -50 0.9 -6.0
HDV iShares Core High Dividend ETF 2.4 8 27 9.4 +2.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 2.4 35 0 7.1 +0.1
ARKG ARK Genomic Revolution ETF 2.4 75 -40 -13.5 -20.4
SDOG ALPS Sector Dividend Dogs ETF 2.4 36 -1 11.7 +4.8
MOTE VanEck Morningstar ESG Moat ETF 2.4 49 -14 6.3 -0.6
IWP iShares Russell Mid-Cap Growth ETF 2.4 23 12 4.5 -2.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.4 95 -60 2.5 -4.5
STXV Strive 1000 Value ETF 2.4 18 17 8.4 +1.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.4 36 -1 7.0 +0.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 2.4 56 -21 7.0 +0.1
NTZG Nuveen Global Net Zero Transition ETF 2.4 55 -20 5.4 -1.5
IPDP Dividend Performers ETF 2.4 106 -71 5.8 -1.1
CNRG SPDR S&P Kensho Clean Power ETF 2.4 45 -10 -2.2 -9.1
CCSO Carbon Collective Climate Solutions U.S. Equity ETF 2.4 35 0 3.0 -3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 23 8.2 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.3 6 29 2.3 -4.6
ISMD Inspire Small/Mid Cap Impact ETF 2.3 54 -19 5.6 -1.3
BOSS Global X Founder-Run Companies ETF 2.3 45 -10 3.3 -3.6
WLDR Affinity World Leaders Equity ETF 2.3 67 -32 9.3 +2.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.3 52 -17 8.7 +1.8
IWR iShares Russell Midcap ETF 2.3 18 17 6.6 -0.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.2 6 29 9.1 +2.2
IWS iShares Russell Mid-Cap Value ETF 2.2 23 12 7.6 +0.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 8.9 +2.0
SRHQ SRH U.S. Quality ETF 2.2 35 0 9.0 +2.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 2.1 42 -7 6.5 -0.4
MDY SPDR S&P Midcap 400 ETF Trust 2.1 23 12 8.0 +1.1
VSDA VictoryShares Dividend Accelerator ETF 2.1 35 0 7.0 +0.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.1 15 20 8.2 +1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.1 60 -25 6.4 -0.5
USMV iShares Edge MSCI Min Vol USA ETF 2.1 15 20 6.4 -0.5
AADR AdvisorShares Dorsey Wright ADR ETF 2.1 100 -65 6.5 -0.4
JHSC John Hancock Multifactor Small Cap ETF 2.1 42 -7 7.1 +0.1
RPV Invesco S&P 500 Pure Value ETF 2.1 35 0 12.2 +5.3
REVS Columbia Research Enhanced Value ETF 2.1 19 16 8.6 +1.7
IJH iShares Core S&P Mid-Cap ETF 2.1 5 30 8.2 +1.3
SPMD SPDR Portfolio Mid Cap ETF 2.1 3 32 8.2 +1.3
DEW WisdomTree Global High Dividend Fund 2.1 58 -23 10.1 +3.2
STCE Schwab Crypto Thematic ETF 2.1 30 5 -0.3 -7.2
BLES Inspire Global Hope Large Cap ETF 2.1 61 -26 7.1 +0.2
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 -15 8.3 +1.4
LZRD Parabla Innovation ETF 2.0 69 -34 -8.7 -15.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 -4 6.1 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 4 9.1 +2.2
AMID Argent Mid Cap ETF 2.0 52 -17 8.8 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 10 25 8.2 +1.3
SXQG 6 Meridian Quality Growth ETF 2.0 100 -65 5.0 -1.9
KLDW Gavekal Knowledge Leaders Developed World ETF 2.0 75 -40 5.8 -1.1
SFYX Sofi Next 500 ETF 2.0 0 35 6.2 -0.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -25 11.3 +4.4
CBSE Changebridge Capital Sustainable Equity ETF 2.0 85 -50 2.1 -4.8
ZECP Zacks Earnings Consistent Portfolio ETF 1.9 55 -20 6.2 -0.8
VALQ American Century STOXX U.S. Quality Value ETF 1.9 29 6 8.5 +1.6
DBLV AdvisorShares DoubleLine Value Equity ETF 1.9 91 -56 8.7 +1.8
DFAS Dimensional U.S. Small Cap ETF 1.9 26 9 6.9 -0.0
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -30 9.7 +2.8
FIXT Procure Disaster Recovery Strategy ETF 1.9 75 -40 5.5 -1.4
FITE SPDR Kensho Future Security ETF 1.9 45 -10 3.9 -3.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 17 6.3 -0.6
PSC Principal U.S. Small Cap Index ETF 1.9 38 -3 8.6 +1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 20 8.7 +1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.9 18 17 8.7 +1.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.9 24 11 9.2 +2.3
VXF Vanguard Extended Market Index Fund 1.8 6 29 4.3 -2.6
BLOK Amplify Transformational Data Sharing ETF 1.8 75 -40 -0.3 -7.2
LCF Touchstone US Large Cap Focused ETF 1.8 69 -34 5.0 -2.0
SHE SPDR SSGA Gender Diversity Index ETF 1.8 20 15 6.0 -0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.8 4 31 6.6 -0.3
STXK Strive Small-Cap ETF 1.8 18 17 5.8 -1.1
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 31 6.7 -0.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 7.9 +1.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 10 25 8.5 +1.6
IJR iShares Core S&P Small Cap ETF 1.8 6 29 8.5 +1.6
RYJ Invesco Raymond James SB-1 Equity ETF 1.7 81 -46 4.2 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.7 25 10 8.7 +1.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 32 8.6 +1.7
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 1.7 15 20 7.1 +0.1
RWL Invesco S&P 500 Revenue ETF 1.7 39 -4 7.4 +0.5
AHOY Newday Ocean Health ETF 1.7 75 -40 6.4 -0.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.7 59 -24 8.3 +1.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.7 7 28 5.9 -1.0
NETZ Engine No 1 Transform Climate ETF 1.7 75 -40 6.2 -0.7
IWM iShares Russell 2000 ETF 1.7 19 16 4.6 -2.3
RNMC Mid Cap US Equity Select ETF 1.7 60 -25 8.8 +1.9
VTWO Vanguard Russell 2000 Index Fund 1.7 10 25 4.6 -2.3
JFWD Jacob Forward ETF 1.7 75 -40 -14.0 -20.9
ESIX SPDR S&P SmallCap 600 ESG ETF 1.7 12 23 8.6 +1.7
NZRO Strategy Shares Halt Climate Change ETF 1.7 95 -60 1.9 -5.0
DWAS Invesco DWA SmallCap Momentum ETF 1.7 60 -25 1.4 -5.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 8.5 +1.6
AFSM First Trust Active Factor Small Cap ETF 1.7 77 -42 9.8 +2.9
YPS Arrow Reverse Cap 500 ETF 1.6 29 6 6.8 -0.1
SCHA Schwab U.S. Small-Cap ETF 1.6 4 31 5.6 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 15 7.5 +0.6
WCEO Hypatia Women CEO ETF 1.6 85 -50 6.3 -0.6
JHMM John Hancock Multifactor Mid Cap ETF 1.6 41 -6 7.7 +0.7
ISCB iShares Morningstar Small-Cap ETF 1.6 4 31 5.9 -1.0
LVOL American Century Low Volatility ETF 1.5 29 6 5.8 -1.1
GURU Global X Guru Index ETF 1.5 75 -40 5.0 -1.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -24 10.1 +3.2
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.5 15 20 8.5 +1.6
AIEQ AI Powered Equity ETF 1.4 75 -40 5.3 -1.6
USMF WisdomTree U.S. Multifactor Fund 1.4 28 7 7.7 +0.8
VB Vanguard Small-Cap ETF 1.4 5 30 6.2 -0.7
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.4 15 20 6.2 -0.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.4 20 15 7.2 +0.3
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.4 35 0 8.8 +1.9
ARKF ARK Fintech Innovation ETF 1.4 75 -40 -1.9 -8.8
DSMC Distillate Small/Mid Cash Flow ETF 1.4 55 -20 12.3 +5.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.3 25 10 10.0 +3.1
STLV iShares Factors US Value Style ETF 1.3 25 10 9.4 +2.5
NUSC Nuveen ESG Small-Cap ETF 1.3 31 4 6.2 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 59 -24 8.3 +1.4
FSMD Fidelity Small-Mid Factor ETF 1.3 29 6 8.3 +1.4
QGRO American Century STOXX U.S. Quality Growth ETF 1.3 29 6 6.7 -0.2
BRF VanEck Brazil Small-Cap ETF 1.3 66 -31 5.5 -1.4
CZA Invesco Zacks Mid-Cap ETF 1.3 69 -34 7.3 +0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.2 15 20 7.4 +0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 -4 4.8 -2.1
CGV Conductor Global Equity Value ETF 1.2 130 -95 10.6 +3.7
JIG JPMorgan International Growth ETF 1.2 55 -20 5.7 -1.3
FDLO Fidelity Low Volatility Factor ETF 1.2 29 6 5.8 -1.1
FBCV Fidelity Blue Chip Value ETF 1.2 59 -24 7.4 +0.5
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.2 19 16 8.5 +1.6
FVD First Trust Value Line Dividend Index Fund 1.2 65 -30 6.8 -0.1
FLV American Century Focused Large Cap Value ETF 1.2 42 -7 7.1 +0.2
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -54 5.6 -1.3
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 108 -73 5.0 -1.9
EZM WisdomTree U.S. MidCap Earnings Fund 1.1 38 -3 11.1 +4.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 15 20 9.3 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 17 9.2 +2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 6 8.4 +1.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.1 15 20 9.4 +2.5
IWC iShares Micro-Cap ETF 1.1 60 -25 -3.9 -10.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.1 17 18 6.3 -0.6
IYE iShares U.S. Energy ETF 1.1 39 -4 6.0 -0.9
VFVA Vanguard U.S. Value Factor ETF 1.0 13 22 11.5 +4.6
MOAT VanEck Morningstar Wide Moat ETF 1.0 46 -11 6.3 -0.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 10 6.9 -0.0
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.0 30 5 9.2 +2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 0 8.3 +1.4
DON WisdomTree U.S. MidCap Dividend Fund 0.9 38 -3 9.6 +2.7
SMCP AlphaMark Actively Managed Small Cap ETF 0.9 90 -55 0.0 -6.9
MOTG VanEck Morningstar Global Wide Moat ETF 0.9 52 -17 7.1 +0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -32 11.0 +4.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 -5 7.9 +1.0
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 10 10.6 +3.7
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 29 9.1 +2.2
GVLU Gotham 1000 Value ETF 0.8 50 -15 9.6 +2.7
RECS Columbia Research Enhanced Core ETF 0.8 15 20 6.7 -0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 15 20 10.0 +3.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.8 15 20 10.1 +3.2
IJS iShares S&P Small-cap 600 Value ETF 0.8 18 17 10.1 +3.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 -4 10.0 +3.1
SQLV Legg Mason Small-Cap Quality Value 0.8 60 -25 10.4 +3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.8 9 26 5.2 -1.8
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -17 8.6 +1.7
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.8 45 -10 0.9 -6.0
GSFP Goldman Sachs Future Planet Equity ETF 0.8 75 -40 4.3 -2.6
GENY Principal Millennials Index ETF 0.8 38 -3 7.4 +0.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.7 71 -36 2.0 -4.9
SMMD iShares Russell 2500 ETF 0.7 15 20 6.8 -0.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 15 8.8 +1.9
SDY SPDR S&P Dividend ETF 0.7 35 0 7.2 +0.3
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 0.7 48 -13 7.9 +1.0
IWN iShares Russell 2000 Value ETF 0.7 24 11 7.0 +0.1
VTWV Vanguard Russell 2000 Value Index Fund 0.7 15 20 7.0 +0.1
DIA SPDR Dow Jones Industrial Average ETF Trust 0.7 16 19 6.5 -0.4
ICAP InfraCap Equity Income Fund ETF 0.7 171 -136 10.0 +3.1
SDG iShares Sustainable MSCI Global Impact ETF 0.7 49 -14 6.7 -0.2
COWZ Pacer US Cash Cows 100 ETF 0.7 49 -14 11.4 +4.5
FXN First Trust Energy AlphaDEX Fund 0.7 61 -26 4.3 -2.6
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.7 35 0 8.6 +1.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.7 37 -2 8.6 +1.7
CSML IQ Chaikin U.S. Small Cap ETF 0.7 35 0 6.8 -0.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -24 12.9 +6.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 -4 11.8 +4.9
PKW Invesco Buyback Achievers ETF 0.6 64 -29 9.0 +2.1
LGLV SPDR Russell 1000 Low Volatility ETF 0.5 12 23 5.9 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -45 7.1 +0.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 0 13.5 +6.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 15 11.4 +4.5
ITEQ BlueStar Israel Technology ETF 0.5 75 -40 2.2 -4.7
ERSX ERShares NextGen Entrepreneurs ETF 0.5 75 -40 7.1 +0.2
WWJD Inspire International ESG ETF 0.5 80 -45 7.9 +1.0
IPO Renaissance IPO ETF 0.5 60 -25 -7.1 -14.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.5 85 -50 6.4 -0.5
IQSI IQ Candriam ESG International Equity ETF 0.5 15 20 8.5 +1.6
SPMO Invesco S&P 500 Momentum ETF 0.4 13 22 7.0 +0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -35 12.3 +5.4
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 10 5.4 -1.6
SAGP Strategas Global Policy Opportunities ETF 0.4 65 -30 7.6 +0.7
VBR Vanguard Small Cap Value Index Fund 0.4 7 28 9.2 +2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 -4 9.7 +2.8
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 7 9.4 +2.5
SQEW LeaderShares Equity Skew ETF 0.4 75 -40 5.8 -1.1
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 0.4 59 -24 8.1 +1.2
EES WisdomTree SmallCap Earnings Fund 0.4 38 -3 12.5 +5.6
XMMO Invesco S&P MidCap Momentum ETF 0.3 33 2 6.5 -0.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 15 8.2 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -26 8.4 +1.5
VOE Vanguard Mid-Cap Value Index Fund 0.3 7 28 8.4 +1.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -12 10.0 +3.1
HKND Humankind US Stock ETF 0.3 11 24 7.3 +0.4
SVAL iShares US Small Cap Value Factor ETF 0.3 20 15 11.7 +4.8
QINT American Century Quality Diversified International ETF 0.2 39 -4 8.9 +2.0
ISRA VanEck Israel ETF 0.2 59 -24 9.3 +2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 23 8.5 +1.6
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -4 8.4 +1.5
BULD Pacer BlueStar Engineering the Future ETF 0.2 60 -25 -0.3 -7.2
HAP VanEck Natural Resources ETF 0.1 50 -15 8.2 +1.3
DFSV Dimensional US Small Cap Value ETF 0.1 31 4 9.6 +2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.1 15 20 7.4 +0.5

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

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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:

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 19.9 %
Divided by: Fwd. P/BV 2.8 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 6.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.46 CATEGORY
AVERAGE
1.50
 
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.