State Street SPDR S&P Telecom ETF
ALTAR
Score™		 1.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 137.4x P/Sales
ratio		 2.0x
P/BV
ratio		 3.8x Div.
yield		 1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Telecom ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the performance of the S&P Telecom Select Industry Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Jan 26, 2011
Assets (mns) $264
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 34
Wgt avg mkt cap (mns) $38,384
Large cap (>$10bn) 41.1%
Mid cap ($2-10bn) 33.6%
Small cap (<$2bn) 25.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
LUMENTUM HOLDINGS INC 4.7 %
VIAVI SOLUTIONS INC. 4.5 %
AST SPACEMOBILE, INC. CLASS A 4.2 %
APPLIED OPTOELECTRONICS INC 4.1 %
CIENA CORP 4.0 %
TELEPHONE AND DATA SYSTEMS, INC. 3.9 %
ONDAS HOLDINGS, INC. 3.8 %
VERIZON COMMUNICATIONS INC 3.8 %
MOTOROLA SOLUTIONS 3.7 %
VIASAT INC 3.7 %
Total 40.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.3 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.1% 55.7% 13.5% 14.0% 9.5%

Market Correlations
versus... Beta R-squared
S&P500 1.19 64%
MSCI EAFE 1.09 40%
MSCI Emg. Mkts. 1.07 45%

Technical Indicators
Recent close $175.85
30d moving avg. $160.80
Annualized volatility 24.6%
Short interest (ETF) 0.6%
Short interest (Underlying) 7.1%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 17
Turnover 1.1%
Bid/Ask (% of price) 0.22%
ADV underlying (mns) $3,235

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the State Street SPDR S&P Telecom ETF ETF based on the alternatives' overlap in portfolio holdings with XTL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XTL Expense: 35 bp ALTAR Score™: 1.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XTL
Ticker Fund
Name		 Overlap1
vs XTL
(%)		 Expense
ratio
(bp)		 Savings
vs XTL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XTL
(%)
SIXG Defiance Connective Technologies ETF 30.1 30 5 3.4 +2.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 18.4 41 -6 4.4 +3.4
KNCT Invesco Next Gen Connectivity ETF 16.1 40 -5 3.8 +2.8
PTF Invesco Dorsey Wright Technology Momentum ETF 14.2 60 -25 -1.0 -2.0
VOX Vanguard Communication Services ETF 12.5 9 26 4.4 +3.4
FCOM Fidelity MSCI Communication Services Index ETF 12.1 8 27 4.3 +3.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 12.1 50 -15 4.8 +3.8
SPRX Spear Alpha ETF 11.6 75 -40 -0.3 -1.3
TRFK Pacer Data and Digital Revolution ETF 11.3 60 -25 2.7 +1.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.1 15 20 5.7 +4.7
UFO Procure Space ETF 10.8 75 -40 0.1 -0.9
PWV Invesco Large Cap Value ETF 10.7 55 -20 6.5 +5.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 10.7 40 -5 5.7 +4.7
XLC The Communication Services Select Sector SPDR Fund 10.7 8 27 5.1 +4.1
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 10.4 29 6 4.1 +3.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.0 80 -45 5.8 +4.8
XPND First Trust Expanded Technology ETF 9.6 65 -30 3.2 +2.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.6 29 6 6.1 +5.1
SKYY First Trust Cloud Computing ETF 9.5 60 -25 3.0 +2.0
IXP iShares Global Comm Services ETF 9.5 42 -7 5.4 +4.4
MDLV Morgan Dempsey Large Cap Value ETF 9.5 58 -23 6.1 +5.1
VLUE iShares MSCI USA Value Factor ETF 9.4 15 20 7.6 +6.6
FDN First Trust Dow Jones Internet Index Fund 9.4 52 -17 3.0 +2.0
FDND FT Vest Dow Jones Internet & Target Income ETF 9.4 75 -40 2.8 +1.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.6 5 30 6.8 +5.8
FITE State Street SPDR S&P Kensho Future Security ETF 8.5 45 -10 1.4 +0.4
VEGN US Vegan Climate ETF 8.3 60 -25 4.0 +3.0
NXTG First Trust Indxx NextG ETF 8.2 70 -35 4.1 +3.1
DIVB iShares Core Dividend ETF 8.0 5 30 7.1 +6.1
PSCT Invesco S&P SmallCap Information Technology ETF 7.9 29 6 4.0 +3.0
USMV iShares MSCI USA Min Vol Factor ETF 7.8 15 20 5.0 +4.0
AUSF Global X Adaptive U.S. Factor ETF 7.7 27 8 7.7 +6.7
CIBR First Trust NASDAQ Cybersecurity ETF 7.5 60 -25 4.0 +3.0
DIVZ TrueShares Low Volatility Equity Income ETF 7.4 65 -30 5.6 +4.6
DURA VanEck Durable High Dividend ETF 7.4 29 6 6.1 +5.1
ITAN Sparkline Intangible Value ETF 7.3 50 -15 5.8 +4.8
DIVN Horizon Dividend Income ETF 7.3 70 -35 6.3 +5.3
GXPC Global X PureCap MSCI Communication Services ETF 7.3 25 10 4.0 +3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.2 7 28 6.4 +5.4
SCHD Schwab US Dividend Equity ETF 7.2 6 29 8.1 +7.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.2 18 17 5.0 +4.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 6 6.2 +5.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.1 15 20 7.6 +6.6
TBG TBG Dividend Focus ETF 7.0 59 -24 6.7 +5.7
DARP Grizzle Growth ETF 7.0 75 -40 2.0 +1.0
EDOW First Trust Dow 30 Equal Weight ETF 7.0 50 -15 4.5 +3.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.0 47 -12 5.2 +4.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 6.9 85 -50 3.5 +2.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.9 60 -25 2.9 +1.9
FDCF Fidelity Disruptive Communications ETF 6.9 50 -15 3.6 +2.6
CHPX Global X AI Semiconductor & Quantum ETF 6.8 50 -15 2.5 +1.5
BRIF FIS Bright Portfolios Focused Equity ETF 6.6 65 -30 3.9 +2.9
RAFE PIMCO RAFI ESG U.S. ETF 6.5 29 6 6.0 +5.0
ACSI American Customer Satisfaction ETF 6.5 65 -30 4.9 +3.9
XNTK State Street SPDR NYSE Technology ETF 6.5 35 0 3.1 +2.1
USRD Themes US R&D Champions ETF 6.4 29 6 4.1 +3.1
RJDI RJ Eagle GCM Dividend Select Income ETF 6.4 55 -20 4.5 +3.5
WOMN Impact Shares YWCA Women's Empowerment ETF 6.3 75 -40 5.0 +4.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.3 19 16 5.0 +4.0
DIVY Sound Equity Dividend Income ETF 6.3 45 -10 8.5 +7.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.2 48 -13 5.2 +4.2
DHS WisdomTree U.S. High Dividend Fund 6.1 38 -3 6.7 +5.7
ACVF American Conservative Values ETF 6.1 75 -40 3.7 +2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.0 70 -35 4.5 +3.5
VFMV Vanguard U.S. Minimum Volatility ETF 6.0 13 22 5.2 +4.2
SDOG ALPS Sector Dividend Dogs ETF 6.0 36 -1 8.0 +7.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.9 20 15 5.2 +4.2
COWS Amplify Cash Flow Dividend Leaders ETF 5.9 0 35 10.5 +9.5
OALC OneAscent Large Cap Core ETF 5.8 86 -51 3.5 +2.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.7 27 8 6.2 +5.2
GOP Unusual Whales Subversive Republican Trading ETF 5.7 50 -15 4.6 +3.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 5.7 49 -14 5.6 +4.6
UDI USCF Dividend Income Fund 5.7 65 -30 6.9 +5.9
WBIY WBI Power Factor High Dividend ETF 5.6 100 -65 11.5 +10.5
TCAI Tortoise AI Infrastructure ETF 5.6 65 -30 1.6 +0.6
VALQ American Century U.S. Quality Value ETF 5.6 29 6 6.7 +5.7
SNPV Xtrackers S&P 500 Value ESG ETF 5.5 15 20 6.2 +5.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.5 15 20 4.5 +3.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.4 40 -5 4.6 +3.6
PUI Invesco Dorsey Wright Utilities Momentum ETF 5.4 60 -25 4.2 +3.2
ROE Astoria US Quality Kings ETF 5.3 49 -14 5.5 +4.5
EQAL Invesco Russell 1000 Equal Weight ETF 5.2 20 15 6.1 +5.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -10 5.0 +4.0
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 5.1 45 -10 1.3 +0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.1 29 6 5.4 +4.4
DFUV Dimensional US Marketwide Value ETF 5.0 22 13 6.2 +5.2
SRHQ SRH U.S. Quality ETF 5.0 35 0 6.4 +5.4
XLK The Technology Select Sector SPDR Fund 4.9 8 27 3.8 +2.8
DVND Touchstone Dividend Select ETF 4.9 67 -32 4.7 +3.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.9 30 5 4.0 +3.0
DFLV Dimensional US Large Cap Value ETF 4.9 22 13 6.3 +5.3
USMF WisdomTree U.S. Multifactor Fund 4.9 28 7 6.6 +5.6
DSTL Distillate US Fundamental Stability & Value ETF 4.9 39 -4 7.2 +6.2
ABFL Abacus FCF Leaders ETF 4.9 59 -24 3.9 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 20 3.5 +2.5
IETC iShares U.S. Tech Independence Focused ETF 4.8 18 17 3.3 +2.3
WLDR Affinity World Leaders Equity ETF 4.8 67 -32 6.1 +5.1
CRTC Xtrackers US National Critical Technologies ETF 4.8 35 0 4.2 +3.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 25 5.0 +4.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.7 35 0 5.0 +4.0
AIVC Amplify Bloomberg AI Value Chain ETF 4.7 59 -24 4.4 +3.4
DGRW WisdomTree US Quality Dividend Growth Fund 4.7 28 7 4.8 +3.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.7 35 0 8.4 +7.4
AIS VistaShares Artificial Intelligence Supercycle ETF 4.7 75 -40 1.8 +0.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.6 15 20 5.0 +4.0
FLV American Century Focused Large Cap Value ETF 4.6 42 -7 5.8 +4.8
PY Principal Value ETF 4.6 15 20 6.5 +5.5
VFMF Vanguard U.S. Multifactor ETF 4.6 18 17 6.5 +5.5
PEY Invesco High Yield Equity Dividend Achievers ETF 4.5 52 -17 8.6 +7.6
ABEQ Absolute Select Value ETF 4.5 85 -50 4.0 +3.0
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 5.9 +4.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.4 15 20 4.6 +3.6
QVAL Alpha Architect US Quantitative Value ETF 4.4 39 -4 8.2 +7.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.3 15 20 6.7 +5.7
DIV Global X SuperDividend US ETF 4.3 45 -10 9.7 +8.7
SPMO Invesco S&P 500 Momentum ETF 4.3 13 22 3.5 +2.5
CHGX AXS Change Finance ESG ETF 4.3 49 -14 4.4 +3.4
QTOP iShares Nasdaq Top 30 Stocks ETF 4.3 20 15 3.2 +2.2
FTGS First Trust Growth Strength ETF 4.2 60 -25 3.8 +2.8
TEXN iShares Texas Equity ETF 4.2 20 15 5.2 +4.2
LST Leuthold Select Industries ETF 4.2 91 -56 4.7 +3.7
SPDV AAM S&P 500 High Dividend Value ETF 4.2 29 6 9.9 +8.9
FDLO Fidelity Low Volatility Factor ETF 4.2 15 20 4.9 +3.9
XITK State Street SPDR FactSet Innovative Technology ETF 4.2 45 -10 1.0 -0.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.2 30 5 9.0 +8.0
NULG Nuveen ESG Large-Cap Growth ETF 4.2 26 9 2.9 +1.9
WTV WisdomTree US Value Fund of Benef Interest 4.2 12 23 7.4 +6.4
LYLD Cambria Large Cap Shareholder Yield ETF 4.1 59 -24 8.1 +7.1
BIBL Inspire 100 ETF 4.1 35 0 4.2 +3.2
COWZ Pacer US Cash Cows 100 ETF 4.1 49 -14 7.2 +6.2
MISL First Trust Indxx Aerospace & Defense ETF 4.1 60 -25 1.4 +0.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.1 49 -14 2.8 +1.8
CZAR Themes Natural Monopoly ETF 4.1 35 0 5.0 +4.0
IGM iShares Expanded Tech Sector ETF 4.0 41 -6 3.1 +2.1
BLCR iShares Large Cap Core Active ETF 4.0 36 -1 3.2 +2.2
IWX iShares Russell Top 200 Value ETF 4.0 20 15 5.2 +4.2
FDLS Inspire Fidelis Multi Factor ETF 3.9 76 -41 3.9 +2.9
XDAT Franklin Exponential Data ETF 3.9 50 -15 2.4 +1.4
VGT Vanguard Information Technology ETF 3.9 9 26 3.4 +2.4
GCOW Pacer Global Cash Cows Dividend ETF 3.9 60 -25 8.7 +7.7
SMRI Bushido Capital US Equity ETF 3.9 71 -36 9.0 +8.0
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 17 5.8 +4.8
NULV Nuveen ESG Large-Cap Value ETF 3.8 26 9 5.5 +4.5
EQWL Invesco S&P 100 Equal Weight ETF 3.8 25 10 5.4 +4.4
DLN WisdomTree U.S. LargeCap Dividend Fund 3.8 28 7 5.2 +4.2
FDL First Trust Morningstar Dividend Leaders Index Fund 3.8 45 -10 8.7 +7.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.8 50 -15 7.4 +6.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.8 56 -21 5.7 +4.7
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 10 4.9 +3.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 10 4.9 +3.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.7 60 -25 4.5 +3.5
BGDV Bahl & Gaynor Dividend ETF 3.7 45 -10 3.9 +2.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.7 29 6 6.8 +5.8
BUZZ VanEck Social Sentiment ETF 3.7 75 -40 -0.8 -1.8
QDIV Global X S&P 500 Quality Dividend ETF 3.7 20 15 7.6 +6.6
QQQS Invesco NASDAQ Future Gen 200 ETF 3.6 20 15 -4.7 -5.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.6 39 -4 10.1 +9.1
NUDV Nuveen ESG Dividend ETF 3.6 26 9 6.4 +5.4
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 5.8 +4.8
EQIN Columbia US Equity Income ETF 3.6 35 0 6.0 +5.0
MGV Vanguard Mega Cap Value ETF 3.6 7 28 5.5 +4.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.5 20 15 4.6 +3.6
SNSR Global X Internet of Things ETF 3.5 68 -33 4.0 +3.0
KONG Formidable Fortress ETF 3.5 89 -54 5.1 +4.1
XSMO Invesco S&P SmallCap Momentum ETF 3.5 39 -4 3.7 +2.7
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -65 4.2 +3.2
REVS Columbia Research Enhanced Value ETF 3.5 19 16 6.8 +5.8
WCBR WisdomTree Cybersecurity Fund 3.5 45 -10 1.9 +0.9
ARKX ARK Space Exploration & Innovation ETF 3.5 75 -40 0.1 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 3.5 49 -14 4.1 +3.1
QQLV Invesco QQQ Low Volatility ETF 3.5 25 10 4.4 +3.4
AIQ Global X Artificial Intelligence & Technology ETF 3.5 68 -33 3.2 +2.2
FPX First Trust US Equity Opportunities ETF 3.4 61 -26 0.9 -0.1
FTEC Fidelity MSCI Information Technology Index ETF 3.4 8 27 3.4 +2.4
ETHO Etho Climate Leadership U.S. ETF 3.4 47 -12 4.6 +3.6
STXV Strive 1000 Value ETF 3.4 18 17 6.8 +5.8
DTD WisdomTree U.S. Total Dividend Fund 3.4 28 7 5.4 +4.4
SPVU Invesco S&P 500 Enhanced Value ETF 3.4 13 22 8.6 +7.6
RW Rainwater Equity ETF 3.4 125 -90 2.5 +1.5
USSE Segall Bryant & Hamill Select Equity ETF 3.4 65 -30 3.3 +2.3
BOUT Innovator IBD Breakout Opportunities ETF 3.4 81 -46 4.4 +3.4
CAML Congress Large Cap Growth ETF 3.4 66 -31 2.7 +1.7
AGIQ Sofi Agentic AI ETF 3.4 69 -34 1.7 +0.7
PRXV Praxis Impact Large Cap Value ETF 3.4 36 -1 5.6 +4.6
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 5 5.0 +4.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.4 12 23 6.3 +5.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 20 6.6 +5.6
VFMO Vanguard U.S. Momentum Factor ETF 3.3 13 22 2.5 +1.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.3 35 0 6.1 +5.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.3 60 -25 3.1 +2.1
QQMG Invesco ESG NASDAQ 100 ETF 3.3 20 15 3.6 +2.6
HDV iShares Core High Dividend ETF 3.3 8 27 5.8 +4.8
SDY State Street SPDR S&P Dividend ETF 3.2 35 0 5.7 +4.7
FNDX Schwab Fundamental US Large Co. Index ETF 3.2 25 10 6.2 +5.2
DIVS SmartETFs Dividend Builder ETF 3.2 65 -30 4.3 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.2 18 17 6.6 +5.6
INRO iShares U.S. Industry Rotation Active ETF 3.2 42 -7 4.1 +3.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.2 49 -14 4.2 +3.2
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 17 4.6 +3.6
VYM Vanguard High Dividend Yield Index ETF 3.2 6 29 6.0 +5.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.1 49 -14 5.0 +4.0
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 31 4 2.6 +1.6
DVY iShares Select Dividend ETF 3.1 38 -3 7.7 +6.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 -15 6.2 +5.2
GSPY Gotham Enhanced 500 ETF 3.1 50 -15 4.6 +3.6
TMFX Motley Fool Next Index ETF 3.1 50 -15 2.8 +1.8
DFNV Donoghue Forlines Innovation ETF 3.1 69 -34 4.4 +3.4
IUS Invesco RAFI Strategic US ETF 3.1 19 16 5.9 +4.9
IHAK iShares Cybersecurity & Tech ETF 3.1 47 -12 4.2 +3.2
FNDB Schwab Fundamental US Broad Market Index ETF 3.1 25 10 6.2 +5.2
PRF Invesco FTSE RAFI US 1000 ETF 3.1 39 -4 5.8 +4.8
DAK Dakota Active Equity ETF 3.1 43 -8 3.9 +2.9
AGRW Allspring LT Large Growth ETF 3.1 35 0 3.2 +2.2
GXPT Global X PureCap MSCI Information Technology ETF 3.0 25 10 3.6 +2.6
SPGP Invesco S&P 500 GARP ETF 3.0 34 1 5.9 +4.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.0 15 20 4.6 +3.6
DFVX Dimensional US Large Cap Vector ETF 3.0 22 13 5.3 +4.3
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 -25 4.1 +3.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.0 25 10 4.3 +3.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.0 10 25 4.7 +3.7
CSTK Invesco Comstock Contrarian Equity ETF 3.0 35 0 5.8 +4.8
VTV Vanguard Value ETF 2.9 4 31 5.8 +4.8
QLV FlexShares US Quality Low Volatility Index Fund 2.9 22 13 5.0 +4.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.9 59 -24 5.2 +4.2
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 31 5.7 +4.7
IWD iShares Russell 1000 Value ETF 2.9 19 16 5.5 +4.5
VONV Vanguard Russell 1000 Value ETF 2.9 7 28 5.6 +4.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 17 5.5 +4.5
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 25 4.0 +3.0
QQQ Invesco QQQ Trust Series I 2.8 20 15 3.5 +2.5
OEI Optimized Equity Income ETF 2.8 75 -40 3.3 +2.3
QQQM Invesco NASDAQ 100 ETF 2.8 15 20 3.6 +2.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -35 1.7 +0.7
EPS WisdomTree U.S. LargeCap Fund 2.8 8 27 5.1 +4.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.8 7 28 9.4 +8.4
INCE Franklin Income Equity Focus ETF 2.8 29 6 4.7 +3.7
IXN iShares Global Tech ETF 2.8 41 -6 3.0 +2.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 23 5.6 +4.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.8 25 10 5.4 +4.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.7 12 23 5.2 +4.2
BGRO iShares Large Cap Growth Active ETF 2.7 55 -20 2.2 +1.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -30 7.2 +6.2
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.6 +2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 0 4.5 +3.5
THRO iShares U.S. Thematic Rotation Active ETF 2.7 90 -55 3.2 +2.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.7 75 -40 2.3 +1.3
LOWV AB US Low Volatility Equity ETF 2.7 48 -13 4.8 +3.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 23 6.5 +5.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.6 49 -14 3.7 +2.7
GRNY Fundstrat Granny Shots US Large Cap ETF 2.6 75 -40 2.5 +1.5
ILCV iShares Morningstar Value ETF 2.6 4 31 5.6 +4.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 -15 3.5 +2.5
QDF FlexShares Quality Dividend Index Fund 2.6 37 -2 5.5 +4.5
CHAT Roundhill Generative AI & Technology ETF 2.6 75 -40 6.2 +5.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.6 12 23 7.0 +6.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.6 49 -14 7.7 +6.7
ICAP InfraCap Equity Income Fund ETF 2.6 171 -136 3.8 +2.8
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 0 2.6 +1.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.6 60 -25 -0.9 -1.9
IVE iShares S&P 500 Value ETF 2.6 18 17 5.4 +4.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 31 5.5 +4.5
VOOV Vanguard S&P 500 Value ETF 2.6 7 28 5.5 +4.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.6 19 16 5.3 +4.3
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 0 3.8 +2.8
DSPY Tema S&P 500 Historical Weight ETF 2.5 18 17 4.5 +3.5
LRGF iShares U.S. Equity Factor ETF 2.5 8 27 4.9 +3.9
IJR iShares Core S&P Small Cap ETF 2.5 6 29 6.5 +5.5
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 21 4.5 +3.5
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 10 4.6 +3.6
EBI Longview Advantage ETF 2.5 35 0 5.6 +4.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 6 3.9 +2.9
AFLG First Trust Active Factor Large Cap ETF 2.4 55 -20 5.4 +4.4
WISE Themes Generative Artificial Intelligence ETF 2.4 35 0 -0.4 -1.4
FELC Fidelity Enhanced Large Cap Core ETF 2.4 18 17 4.6 +3.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 26 4.3 +3.3
IUSV iShares Core S&P US Value ETF 2.4 4 31 5.6 +4.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 27 4.5 +3.5
ADME Aptus Drawdown Managed Equity ETF 2.4 79 -44 3.4 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.4 60 -25 4.0 +3.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.4 49 -14 3.7 +2.7
TRFM AAM Transformers ETF 2.4 49 -14 1.0 0.0
SSPY Syntax Stratified LargeCap ETF 2.4 30 5 5.8 +4.8
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 20 6.1 +5.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 18 4.8 +3.8
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.5 +3.5
VIOO Vanguard S&P Small-Cap 600 ETF 2.3 7 28 6.5 +5.5
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 -2 5.3 +4.3
HDUS Hartford Disciplined US Equity ETF 2.3 19 16 5.1 +4.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 32 6.6 +5.6
AKAF The Frontier Economic Fund 2.3 20 15 5.3 +4.3
KRMA Global X Conscious Companies ETF 2.3 43 -8 5.4 +4.4
SIXS ETC 6 Meridian Small Cap Equity ETF 2.3 89 -54 8.2 +7.2
TMFC Motley Fool 100 Index ETF 2.3 50 -15 3.1 +2.1
FESM Fidelity Enhanced Small Cap ETF 2.3 28 7 2.8 +1.8
FVD First Trust Value Line Dividend Index Fund 2.3 65 -30 5.4 +4.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.3 52 -17 5.7 +4.7
AVSU Avantis Responsible U.S. Equity ETF 2.2 15 20 5.1 +4.1
AVLV Avantis U.S. Large Cap Value ETF 2.2 15 20 6.3 +5.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 8.2 +7.2
AFSM First Trust Active Factor Small Cap ETF 2.2 75 -40 6.5 +5.5
RWL Invesco S&P 500 Revenue ETF 2.2 39 -4 5.9 +4.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.2 10 25 4.9 +3.9
IWC iShares Micro-Cap ETF 2.2 60 -25 -1.3 -2.3
FBCV Fidelity Blue Chip Value ETF 2.2 59 -24 6.3 +5.3
JSTC Adasina Social Justice All Cap Global ETF 2.2 89 -54 4.2 +3.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -30 1.8 +0.8
FTCS First Trust Capital Strength ETF 2.2 55 -20 4.9 +3.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.2 58 -23 4.4 +3.4
HYP Golden Eagle Dynamic Hypergrowth ETF 2.2 85 -50 -1.1 -2.1
VBK Vanguard Small-Cap Growth ETF 2.2 7 28 1.5 +0.5
TOPC iShares S&P 500 3% Capped ETF 2.2 15 20 4.5 +3.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.2 38 -3 6.5 +5.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.2 35 0 6.6 +5.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 28 4.6 +3.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.1 15 20 4.8 +3.8
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 26 4.3 +3.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 29 3.7 +2.7
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 23 5.2 +4.2
AIEQ AI Powered Equity ETF 2.1 75 -40 4.1 +3.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.1 60 -25 3.3 +2.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.1 45 -10 1.4 +0.4
QGRO American Century U.S. Quality Growth ETF 2.1 29 6 3.3 +2.3
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -27 1.4 +0.4
PFM Invesco Dividend Achievers ETF 2.1 53 -18 4.6 +3.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 26 5.4 +4.4
ABOT Abacus FCF Innovation Leaders ETF 2.1 69 -34 5.0 +4.0
DEMZ Democratic Large Cap Core ETF 2.1 45 -10 4.0 +3.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.1 60 -25 4.9 +3.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.1 47 -12 7.7 +6.7
IWL iShares Russell Top 200 ETF 2.0 15 20 4.0 +3.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 26 3.5 +2.5
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -25 6.4 +5.4
VFVA Vanguard U.S. Value Factor ETF 2.0 13 22 9.1 +8.1
IQM Franklin Intelligent Machines ETF 2.0 50 -15 1.5 +0.5
WCEO Hypatia Women CEO ETF 2.0 85 -50 2.9 +1.9
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -64 3.1 +2.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 -5 5.2 +4.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -26 2.3 +1.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 0 3.7 +2.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.0 30 5 15.2 +14.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.0 20 15 2.7 +1.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 20 6.6 +5.6
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 20 4.3 +3.3
XVV iShares ESG Screened S&P 500 ETF 2.0 8 27 4.3 +3.3
HLAL Wahed FTSE USA Shariah ETF 2.0 50 -15 4.0 +3.0
QUVU Hartford Quality Value ETF 2.0 46 -11 6.5 +5.5
QVML Invesco S&P 500 QVM Multi-factor ETF 2.0 11 24 4.5 +3.5
DSI iShares MSCI KLD 400 Social ETF 2.0 25 10 4.2 +3.2
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 26 4.2 +3.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 4.5 +3.5
OEF iShares S&P 100 ETF 1.9 20 15 4.0 +3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.9 10 25 4.7 +3.7
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -14 3.7 +2.7
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.5 +3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -29 0.9 -0.1
LOGO Alpha Brands Consumption Leaders ETF 1.9 69 -34 2.8 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -40 3.5 +2.5
PSET Principal Quality ETF 1.9 15 20 5.0 +4.0
ARKQ ARK Autonomous Technology & Robotics ETF 1.9 75 -40 0.9 -0.1
DGT State Street SPDR Global Dow ETF 1.9 50 -15 5.7 +4.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.9 15 20 4.3 +3.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 6.5 +5.5
BGIG Bahl & Gaynor Income Growth ETF 1.9 45 -10 4.4 +3.4
STXM Strive Mid-Cap ETF 1.9 18 17 5.4 +4.4
VOT Vanguard Mid-Cap Growth ETF 1.9 7 28 3.1 +2.1
TAX Cambria Tax Aware ETF 1.9 49 -14 5.2 +4.2
FLRG Fidelity U.S. Multifactor ETF 1.9 15 20 6.1 +5.1
AVUS Avantis U.S. Equity ETF 1.9 15 20 4.9 +3.9
NIXT Research Affiliates Deletions ETF 1.9 9 26 7.3 +6.3
MGC Vanguard Mega Cap ETF 1.9 7 28 4.1 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 -24 7.3 +6.3
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 4.3 +3.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.5 +3.5
DCOR Dimensional US Core Equity 1 ETF 1.8 14 21 4.7 +3.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 17 4.1 +3.1
GINN Goldman Sachs Innovate Equity ETF 1.8 52 -17 3.4 +2.4
XLG Invesco S&P 500 Top 50 ETF 1.8 20 15 3.7 +2.7
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 6 4.1 +3.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 15 4.1 +3.1
DFUS Dimensional U.S. Equity ETF 1.8 9 26 4.2 +3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 26 4.2 +3.2
GXLC Global X U.S. 500 ETF 1.8 2 33 4.3 +3.3
RVRB Reverb ETF 1.8 30 5 4.1 +3.1
VUSE Vident U.S. Equity Strategy ETF 1.8 50 -15 3.7 +2.7
CHRI Global X S&P 500 Christian Values ETF 1.8 29 6 4.1 +3.1
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 23 6.8 +5.8
MODL VictoryShares WestEnd U.S. Sector ETF 1.8 42 -7 4.1 +3.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -40 2.2 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 3 4.4 +3.4
VAMO Cambria Value & Momentum ETF 1.8 61 -26 5.4 +4.4
IJS iShares S&P Small-Cap 600 Value ETF 1.8 18 17 8.4 +7.4
VIG Vanguard Dividend Appreciation ETF 1.8 5 30 4.9 +3.9
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 20 4.5 +3.5
SUSA iShares MSCI USA ESG Select ETF 1.8 25 10 4.1 +3.1
APUE ActivePassive U.S. Equity ETF 1.8 45 -10 4.0 +3.0
IVV iShares Core S&P 500 ETF 1.8 3 32 4.4 +3.4
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -4 6.5 +5.5
VOO Vanguard S&P 500 ETF 1.8 3 32 4.4 +3.4
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 33 4.4 +3.4
SPY SPDR S&P 500 ETF 1.8 9 26 4.3 +3.3
VSLU Applied Finance Valuation Large Cap ETF 1.8 49 -14 4.9 +3.9
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 10 4.4 +3.4
IWB iShares Russell 1000 ETF 1.7 15 20 4.3 +3.3
VONE Vanguard Russell 1000 ETF 1.7 7 28 4.4 +3.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 32 4.5 +3.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 4.3 +3.3
IWV iShares Russell 3000 ETF 1.7 20 15 4.2 +3.2
IYY iShares Dow Jones U.S. ETF 1.7 20 15 4.2 +3.2
PBUS Invesco MSCI USA ETF 1.7 4 31 4.3 +3.3
VTHR Vanguard Russell 3000 ETF 1.7 7 28 4.3 +3.3
RND First Trust Bloomberg R&D Leaders ETF 1.7 60 -25 2.6 +1.6
ISMD Inspire Small/Mid Cap ETF 1.7 54 -19 4.5 +3.5
OPTZ Optimize Strategy Index ETF 1.7 50 -15 4.1 +3.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 4.7 +3.7
RAUS RACWI US ETF 1.7 15 20 4.3 +3.3
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -36 -1.3 -2.3
FMKT The Free Markets ETF 1.7 76 -41 4.0 +3.0
BFOR ALPS Barron's 400 ETF 1.7 65 -30 4.9 +3.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 23 3.9 +2.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 15 4.8 +3.8
CFA VictoryShares US 500 Volatility Wtd ETF 1.7 35 0 5.2 +4.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.7 40 -5 5.2 +4.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 26 4.8 +3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.7 10 25 8.3 +7.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.2 +3.2
DFAU Dimensional US Core Equity Market ETF 1.7 12 23 4.4 +3.4
DGRO iShares Core Dividend Growth ETF 1.7 8 27 5.7 +4.7
STRV Strive 500 ETF 1.7 5 30 4.3 +3.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 35 4.4 +3.4
VV Vanguard Large-Cap ETF 1.7 4 31 4.3 +3.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.7 15 20 8.4 +7.4
VOTE TCW Transform 500 ETF 1.7 5 30 4.3 +3.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.7 59 -24 8.9 +7.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -25 5.8 +4.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.7 58 -23 5.1 +4.1
VTI Vanguard Total Stock Market ETF 1.6 3 32 4.3 +3.3
FQAL Fidelity Quality Factor ETF 1.6 15 20 4.9 +3.9
AVUV Avantis U.S. Small Cap Value ETF 1.6 25 10 8.1 +7.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 28 4.3 +3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 33 4.4 +3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.6 15 20 5.3 +4.3
ARTY iShares Future AI & Tech ETF 1.6 47 -12 2.9 +1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 21 4.4 +3.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 31 5.1 +4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 15 4.8 +3.8
DIA SPDR Dow Jones Industrial Average ETF 1.6 16 19 4.7 +3.7
IWO iShares Russell 2000 Growth ETF 1.6 24 11 0.7 -0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 -3 5.5 +4.5
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 12 5.2 +4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 10 4.8 +3.8
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -50 3.4 +2.4
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 25 0.8 -0.2
GLBL Pacer MSCI World Industry Advantage ETF 1.6 65 -30 3.7 +2.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.3 +3.3
JHML John Hancock Multifactor Large Cap ETF 1.6 29 6 4.7 +3.7
PTL Inspire 500 ETF 1.6 9 26 4.7 +3.7
TTAC FCF US Quality ETF 1.6 59 -24 5.1 +4.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.6 12 23 3.5 +2.5
SFTY Horizon Managed Risk ETF 1.6 77 -42 3.6 +2.6
EUSA iShares MSCI USA Equal Weighted ETF 1.6 9 26 5.5 +4.5
STOX Horizon Core Equity ETF 1.6 70 -35 3.7 +2.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.6 60 -25 9.3 +8.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 23 4.4 +3.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.5 15 20 6.8 +5.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.5 21 14 3.3 +2.3
SIZE iShares MSCI USA Size Factor ETF 1.5 15 20 5.5 +4.5
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 6 4.3 +3.3
GLOF iShares Global Equity Factor ETF 1.5 20 15 5.9 +4.9
ROBO ROBO Global Robotics & Automation Index ETF 1.5 95 -60 2.5 +1.5
SVAL iShares US Small Cap Value Factor ETF 1.5 20 15 7.5 +6.5
SCHX Schwab U.S. Large-Cap ETF 1.5 3 32 4.4 +3.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.5 45 -10 3.7 +2.7
JEDI Defiance Drone and Modern Warfare ETF 1.5 69 -34 1.2 +0.2
WDIV SPDR S&P Global Dividend ETF 1.5 40 -5 7.8 +6.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 -24 1.6 +0.6
VXF Vanguard Extended Market ETF 1.5 5 30 4.0 +3.0
RSSL Global X Russell 2000 ETF 1.5 8 27 3.2 +2.2
FFND Future Fund Active ETF 1.5 100 -65 3.3 +2.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -40 3.0 +2.0
SCHB Schwab U.S. Broad Market ETF 1.5 3 32 4.4 +3.4
FEX First Trust Large Cap Core AlphaDEX Fund 1.5 59 -24 4.9 +3.9
PWB Invesco Large Cap Growth ETF 1.5 56 -21 2.0 +1.0
IWM iShares Russell 2000 ETF 1.5 19 16 3.1 +2.1
SCHK Schwab 1000 Index ETF 1.5 5 30 4.4 +3.4
FELG Fidelity Enhanced Large Cap Growth ETF 1.5 18 17 4.1 +3.1
VTWO Vanguard Russell 2000 ETF 1.5 7 28 3.3 +2.3
FDVV Fidelity High Dividend ETF 1.5 15 20 6.8 +5.8
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 25 4.4 +3.4
VB Vanguard Small-Cap ETF 1.4 5 30 5.2 +4.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 10 6.5 +5.5
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 22 5.4 +4.4
LRGC AB US Large Cap Strategic Equities ETF 1.4 48 -13 4.0 +3.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.4 60 -25 4.8 +3.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 11 7.0 +6.0
STXK Strive Small-Cap ETF 1.4 18 17 5.3 +4.3
SFY SoFi Select 500 ETF 1.4 0 35 3.9 +2.9
SPHQ Invesco S&P 500 Quality ETF 1.4 15 20 4.6 +3.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.4 58 -23 3.4 +2.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 -4 2.7 +1.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.4 60 -25 8.2 +7.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.4 49 -14 9.9 +8.9
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -20 4.2 +3.2
MOAT VanEck Morningstar Wide Moat ETF 1.4 46 -11 5.4 +4.4
SFGV Sequoia Global Value ETF 1.4 23 12 7.1 +6.1
GURU Global X Guru Index ETF 1.4 75 -40 2.5 +1.5
TXS Texas Capital Texas Equity Index ETF 1.4 49 -14 5.0 +4.0
TOK iShares MSCI Kokusai ETF 1.4 26 9 4.4 +3.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 11 6.3 +5.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 -4 4.3 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 10 6.7 +5.7
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 18 5.8 +4.8
AFMC First Trust Active Factor Mid Cap ETF 1.3 65 -30 6.8 +5.8
XOEF iShares S&P 500 ex S&P 100 ETF 1.3 20 15 4.7 +3.7
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.0 +4.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.3 10 25 3.9 +2.9
RSP Invesco S&P 500 Equal Weight ETF 1.3 20 15 5.8 +4.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.3 18 17 3.2 +2.2
IWN iShares Russell 2000 Value ETF 1.3 24 11 5.5 +4.5
DXUV Dimensional US Vector Equity ETF 1.3 28 7 5.2 +4.2
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 17 4.7 +3.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 23 6.0 +5.0
VTWV Vanguard Russell 2000 Value ETF 1.3 10 25 5.6 +4.6
URTH iShares MSCI World ETF 1.3 24 11 4.4 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 28 4.9 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 26 4.6 +3.6
QTUM Defiance Quantum ETF 1.3 40 -5 4.3 +3.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -32 8.3 +7.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.3 12 23 6.5 +5.5
XT iShares Exponential Technologies ETF 1.2 46 -11 4.2 +3.2
VFLO VictoryShares Free Cash Flow ETF 1.2 39 -4 8.8 +7.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 18 5.1 +4.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.2 20 15 3.9 +2.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.2 36 -1 9.0 +8.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.2 65 -30 1.8 +0.8
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 6.8 +5.8
ULVM VictoryShares US Value Momentum ETF 1.2 20 15 6.2 +5.2
RECS Columbia Research Enhanced Core ETF 1.2 15 20 5.2 +4.2
RPV Invesco S&P 500 Pure Value ETF 1.2 35 0 8.7 +7.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.2 52 -17 4.8 +3.8
MDY SPDR S&P Midcap 400 ETF Trust 1.2 24 11 5.9 +4.9
IJH iShares Core S&P Mid-Cap ETF 1.2 5 30 6.1 +5.1
FDWM Fidelity Women's Leadership ETF 1.2 59 -24 4.2 +3.2
SPXT ProShares S&P 500 Ex-Technology ETF 1.2 9 26 4.9 +3.9
ACWI iShares MSCI ACWI ETF 1.1 32 3 4.7 +3.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 5 5.8 +4.8
WRND IQ Global Equity R&D Leaders ETF 1.1 18 17 6.6 +5.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.1 45 -10 2.1 +1.1
SFYF SoFi Social 50 ETF 1.1 29 6 1.0 -0.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.1 25 10 10.9 +9.9
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -25 3.4 +2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 28 6.2 +5.2
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 20 6.0 +5.0
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 31 3.5 +2.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 32 6.2 +5.2
GEW Cambria Global EW ETF 1.1 29 6 5.3 +4.3
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 31 5.9 +4.9
JGRW Jensen Quality Growth ETF 1.1 57 -22 4.0 +3.0
FFTY Innovator IBD 50 ETF 1.1 80 -45 -1.7 -2.7
IMCB iShares Morningstar Mid-Cap ETF 1.1 4 31 5.4 +4.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -26 4.8 +3.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.1 20 15 5.6 +4.6
MGK Vanguard Mega Cap Growth ETF 1.1 7 28 3.7 +2.7
SPHB Invesco S&P 500 High Beta ETF 1.1 25 10 4.1 +3.1
DFSV Dimensional US Small Cap Value ETF 1.1 31 4 8.7 +7.7
VT Vanguard Total World Stock ETF 1.1 6 29 5.1 +4.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -45 5.5 +4.5
IVW iShares S&P 500 Growth ETF 1.0 18 17 3.3 +2.3
VOOG Vanguard S&P 500 Growth ETF 1.0 7 28 3.5 +2.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 31 3.5 +2.5
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 3.6 +2.6
CGDG Capital Group Dividend Growers ETF 1.0 47 -12 5.2 +4.2
EES WisdomTree U.S. SmallCap Fund 1.0 38 -3 7.5 +6.5
SCHA Schwab U.S. Small-Cap ETF 1.0 4 31 4.9 +3.9
SYLD Cambria Shareholder Yield ETF 1.0 59 -24 10.4 +9.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 25 3.8 +2.8
DEW WisdomTree Global High Dividend Fund 1.0 58 -23 7.0 +6.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -20 8.9 +7.9
FXL First Trust Technology AlphaDEX Fund 1.0 61 -26 5.1 +4.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 15 5.5 +4.5
DSMC Distillate Small/Mid Cash Flow ETF 1.0 55 -20 11.1 +10.1
MGMT Ballast Small/Mid Cap ETF 1.0 110 -75 6.5 +5.5
SMMD iShares Russell 2500 ETF 1.0 15 20 5.7 +4.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 20 4.0 +3.0
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -20 3.7 +2.7
FFLC Fidelity Fundamental Large Cap Core ETF 1.0 38 -3 3.9 +2.9
YNOT Horizon Digital Frontier ETF 1.0 75 -40 2.7 +1.7
ILCG iShares Morningstar Growth ETF 1.0 4 31 3.2 +2.2
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -25 4.6 +3.6
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 -7 5.3 +4.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 4.8 +3.8
FVAL Fidelity Value Factor ETF 1.0 15 20 6.0 +5.0
SFYX SoFi Next 500 ETF 1.0 0 35 5.1 +4.1
STXG Strive 1000 Growth ETF 1.0 18 17 3.3 +2.3
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 -7 5.6 +4.6
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 20 2.7 +1.7
DFAS Dimensional U.S. Small Cap ETF 0.9 26 9 5.7 +4.7
VBR Vanguard Small Cap Value ETF 0.9 7 28 7.6 +6.6
NUSC Nuveen ESG Small-Cap ETF 0.9 31 4 4.5 +3.5
IOO iShares Global 100 ETF 0.9 41 -6 4.0 +3.0
AVUQ Avantis U.S. Quality ETF 0.9 15 20 3.7 +2.7
DUHP Dimensional US High Profitability ETF 0.9 21 14 5.0 +4.0
BLCV iShares Large Cap Value Active ETF 0.9 53 -18 6.5 +5.5
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 -10 4.9 +3.9
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -45 17.5 +16.5
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -90 6.5 +5.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 0 6.3 +5.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 29 2.5 +1.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.9 59 -24 9.1 +8.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -38 9.7 +8.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 -20 3.4 +2.4
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 -25 5.9 +4.9
GVLU Gotham 1000 Value ETF 0.8 50 -15 8.0 +7.0
FLDZ RiverNorth Patriot ETF 0.8 75 -40 5.6 +4.6
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 12 2.8 +1.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 5 4.1 +3.1
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -40 4.4 +3.4
ISCB iShares Morningstar Small-Cap ETF 0.8 4 31 5.1 +4.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -21 9.2 +8.2
ROSC Hartford Multifactor Small Cap ETF 0.8 34 1 7.7 +6.7
VO Vanguard Mid-Cap ETF 0.7 4 31 5.3 +4.3
AVMC Avantis U.S. Mid Cap Equity ETF 0.7 18 17 5.8 +4.8
VUG Vanguard Growth ETF 0.7 4 31 3.6 +2.6
SRVR Pacer Data & Infrastructure Real Estate ETF 0.7 55 -20 3.8 +2.8
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 7 8.4 +7.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 23 3.9 +2.9
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 7 3.5 +2.5
CLOD Themes Cloud Computing ETF 0.7 35 0 3.6 +2.6
IWY iShares Russell Top 200 Growth ETF 0.7 20 15 3.6 +2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 5 7.2 +6.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -7 4.7 +3.7
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 29 7.4 +6.4
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 -24 5.6 +4.6
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 -1 3.1 +2.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -17 5.9 +4.9
MAGA Point Bridge America First ETF 0.7 72 -37 5.4 +4.4
IWF iShares Russell 1000 Growth ETF 0.7 19 16 3.5 +2.5
VONG Vanguard Russell 1000 Growth ETF 0.7 7 28 3.8 +2.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.7 60 -25 4.6 +3.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 20 5.2 +4.2
JGRO JPMorgan Active Growth ETF 0.7 44 -9 3.1 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.6 30 5 7.1 +6.1
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 25 4.2 +3.2
IWR iShares Russell Midcap ETF 0.6 19 16 5.4 +4.4
SMCF Themes US Small Cap Cash Flow Champions ETF 0.6 29 6 10.1 +9.1
BLES Inspire Global Hope ETF 0.6 61 -26 5.8 +4.8
RCGE RockCreek Global Equality ETF 0.6 95 -60 5.9 +4.9
CGUS Capital Group Core Equity ETF 0.6 33 2 3.9 +2.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -35 9.0 +8.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 12 6.1 +5.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 20 6.2 +5.2
TRUT VanEck Technology TruSector ETF 0.5 13 22 4.0 +3.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -60 -0.4 -1.4
XLSR State Street US Sector Rotation ETF 0.5 70 -35 4.5 +3.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 25 4.3 +3.3
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 4 6.0 +5.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.5 68 -33 6.4 +5.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 0 8.0 +7.0
TMAT Main Thematic Innovation ETF 0.5 164 -129 -1.5 -2.5
GQI Natixis Gateway Quality Income ETF 0.5 34 1 4.3 +3.3
PPA Invesco Aerospace & Defense ETF 0.5 58 -23 1.7 +0.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 15 5.4 +4.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 7.7 +6.7
RGEF Rockefeller Global Equity ETF 0.4 55 -20 3.9 +2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 5.0 +4.0
AOTG AOT Growth and Innovation ETF 0.4 75 -40 1.8 +0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 15 7.1 +6.1
STXD Strive 1000 Dividend Growth ETF 0.4 35 0 4.3 +3.3
CGGR Capital Group Growth ETF 0.4 39 -4 2.9 +1.9
JAVA JPMorgan Active Value ETF 0.4 44 -9 5.4 +4.4
PSC Principal U.S. Small-Cap ETF 0.4 38 -3 6.0 +5.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 31 5.0 +4.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 -5 4.1 +3.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 31 3.4 +2.4
FDMO Fidelity Momentum Factor ETF 0.4 15 20 3.2 +2.2
CGGO Capital Group Global Growth Equity ETF 0.3 47 -12 3.8 +2.8
EZM WisdomTree U.S. MidCap Fund 0.3 38 -3 7.5 +6.5
GINX SGI Enhanced Global Income ETF 0.3 98 -63 6.5 +5.5
PAVE Global X U.S. Infrastructure Development ETF 0.3 47 -12 4.1 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 -4 8.0 +7.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 0 3.0 +2.0
JGLO JPMorgan Global Select Equity ETF 0.3 33 2 4.4 +3.4
JEPI JPMorgan Equity Premium Income ETF 0.3 35 0 4.9 +3.9
MADE iShares U.S. Manufacturing ETF 0.2 40 -5 3.7 +2.7
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -30 4.6 +3.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 0 4.9 +3.9
PEXL Pacer US Export Leaders ETF 0.2 60 -25 3.9 +2.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 29 7.0 +6.0
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -24 3.7 +2.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 -3 8.2 +7.2
IYW iShares U.S. Technology ETF 0.1 40 -5 3.3 +2.3
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 -3 7.9 +6.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 0 6.9 +5.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -8 4.9 +3.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.1 40 -5 3.4 +2.4
PKW Invesco Buyback Achievers ETF 0.1 62 -27 7.1 +6.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 8.6 +7.6
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 3.3 +2.3
GGME Invesco Next Gen Media and Gaming ETF 0.0 60 -25 4.9 +3.9
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 15 7.3 +6.3

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

  2020 2021 2022 2023 2024 2025E 2026E
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
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 State Street SPDR S&P Telecom ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 5.1 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.61 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.