State Street SPDR S&P Telecom ETF
ALTAR
Score™		 1.1% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 125.3x P/Sales
ratio		 1.8x
P/BV
ratio		 3.4x Div.
yield		 1.9%


  • 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) $233
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 35
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
ONDAS HOLDINGS, INC. 5.6 %
AST SPACEMOBILE, INC. CLASS A 4.2 %
TELEPHONE AND DATA SYSTEMS, INC. 3.7 %
VIASAT INC 3.7 %
F5 NETWORKS INC 3.5 %
CIENA CORP 3.5 %
MOTOROLA SOLUTIONS 3.5 %
T-MOBILE US, INC. 3.5 %
IRIDIUM COMMUNICATIONS INC. 3.5 %
VERIZON COMMUNICATIONS INC 3.4 %
Total 38.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.9 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
44.9% 44.9% 13.7% 11.9% 8.9%

Market Correlations
versus... Beta R-squared
S&P500 1.21 66%
MSCI EAFE 1.12 41%
MSCI Emg. Mkts. 1.14 48%

Technical Indicators
Recent close $160.41
30d moving avg. $152.56
Annualized volatility 24.6%
Short interest (ETF) 0.6%
Short interest (Underlying) 7.1%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 23
Turnover 1.6%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $3,235

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 702 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™: 1.1%


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
(%)
IYZ iShares U.S. Telecommunications ETF 37.0 40 -5 6.1 +5.0
SIXG Defiance Connective Technologies ETF 28.4 30 5 3.5 +2.3
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 17.1 41 -6 4.9 +3.8
KNCT Invesco Next Gen Connectivity ETF 15.9 40 -5 4.0 +2.8
PTF Invesco Dorsey Wright Technology Momentum ETF 15.6 60 -25 -1.0 -2.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 13.6 40 -5 5.3 +4.2
VOX Vanguard Communication Services ETF 12.2 9 26 4.2 +3.1
FCOM Fidelity MSCI Communication Services Index ETF 12.0 8 27 4.1 +3.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.1 15 20 5.7 +4.6
SPRX Spear Alpha ETF 10.8 75 -40 -0.4 -1.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 10.8 50 -15 4.8 +3.6
UFO Procure Space ETF 10.7 75 -40 0.0 -1.1
PWV Invesco Large Cap Value ETF 10.6 55 -20 6.8 +5.6
XLC The Communication Services Select Sector SPDR Fund 10.2 8 27 5.0 +3.8
TRFK Pacer Data and Digital Revolution ETF 10.2 60 -25 2.6 +1.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 10.1 29 6 4.1 +3.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.4 80 -45 6.1 +4.9
IXP iShares Global Comm Services ETF 8.9 42 -7 5.3 +4.2
MDLV Morgan Dempsey Large Cap Value ETF 8.8 58 -23 6.5 +5.4
XPND First Trust Expanded Technology ETF 8.7 65 -30 3.0 +1.9
VLUE iShares MSCI USA Value Factor ETF 8.7 15 20 7.9 +6.8
SKYY First Trust Cloud Computing ETF 8.5 60 -25 2.6 +1.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 8.5 29 6 6.0 +4.8
FDN First Trust Dow Jones Internet Index Fund 8.3 52 -17 2.6 +1.5
FDND FT Vest Dow Jones Internet & Target Income ETF 8.3 75 -40 2.4 +1.3
FITE State Street SPDR S&P Kensho Future Security ETF 8.3 45 -10 1.2 +0.1
AUSF Global X Adaptive U.S. Factor ETF 8.3 27 8 7.9 +6.8
PSCT Invesco S&P SmallCap Information Technology ETF 7.9 29 6 4.0 +2.9
NXTG First Trust Indxx NextG ETF 7.7 70 -35 4.4 +3.3
VEGN US Vegan Climate ETF 7.4 60 -25 3.8 +2.7
DIVB iShares Core Dividend ETF 7.4 5 30 7.3 +6.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 6 6.3 +5.2
CIBR First Trust NASDAQ Cybersecurity ETF 7.2 60 -25 3.6 +2.5
USMV iShares MSCI USA Min Vol Factor ETF 7.2 15 20 5.0 +3.9
DIVN Horizon Dividend Income ETF 7.1 70 -35 6.7 +5.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.1 15 20 7.8 +6.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 7.1 47 -12 5.8 +4.6
ITAN Sparkline Intangible Value ETF 7.0 50 -15 5.6 +4.4
DIVZ TrueShares Low Volatility Equity Income ETF 6.8 65 -30 5.9 +4.8
DURA VanEck Durable High Dividend ETF 6.8 29 6 6.6 +5.5
FDCF Fidelity Disruptive Communications ETF 6.7 50 -15 3.3 +2.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 6.7 85 -50 3.6 +2.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.7 60 -25 2.7 +1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.6 18 17 5.0 +3.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.6 7 28 6.7 +5.6
SCHD Schwab US Dividend Equity ETF 6.6 6 29 8.7 +7.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 6.6 5 30 7.1 +6.0
TBG TBG Dividend Focus ETF 6.6 59 -24 7.1 +6.0
RAFE PIMCO RAFI ESG U.S. ETF 6.5 29 6 6.1 +5.0
GXPC Global X PureCap MSCI Communication Services ETF 6.3 25 10 3.8 +2.6
DARP Grizzle Growth ETF 6.3 75 -40 2.0 +0.9
CHPX Global X AI Semiconductor & Quantum ETF 6.3 50 -15 2.6 +1.5
EDOW First Trust Dow 30 Equal Weight ETF 6.3 50 -15 4.6 +3.5
ACVF American Conservative Values ETF 6.1 75 -40 3.6 +2.5
RJDI RJ Eagle GCM Dividend Select Income ETF 6.0 55 -20 4.8 +3.7
DHS WisdomTree U.S. High Dividend Fund 6.0 38 -3 7.2 +6.1
BRIF FIS Bright Portfolios Focused Equity ETF 6.0 65 -30 3.9 +2.8
VFMV Vanguard U.S. Minimum Volatility ETF 6.0 13 22 5.2 +4.1
DIVY Sound Equity Dividend Income ETF 5.9 45 -10 9.0 +7.9
SDOG ALPS Sector Dividend Dogs ETF 5.8 36 -1 8.6 +7.4
OALC OneAscent Large Cap Core ETF 5.8 86 -51 3.4 +2.3
ACSI American Customer Satisfaction ETF 5.8 65 -30 4.8 +3.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.7 27 8 6.6 +5.5
USMF WisdomTree U.S. Multifactor Fund 5.7 28 7 6.4 +5.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 5.7 48 -13 5.1 +4.0
EQAL Invesco Russell 1000 Equal Weight ETF 5.7 20 15 6.3 +5.2
VALQ American Century U.S. Quality Value ETF 5.6 29 6 6.7 +5.6
USRD Themes US R&D Champions ETF 5.6 29 6 4.0 +2.9
ACWV iShares MSCI Global Min Vol Factor ETF 5.5 20 15 5.3 +4.2
WOMN Impact Shares YWCA Women's Empowerment ETF 5.5 75 -40 4.9 +3.7
SNPV Xtrackers S&P 500 Value ESG ETF 5.5 15 20 6.1 +5.0
FTCS First Trust Capital Strength ETF 5.5 55 -20 4.9 +3.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.4 70 -35 4.5 +3.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.4 19 16 4.8 +3.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.4 40 -5 4.6 +3.4
PUI Invesco Dorsey Wright Utilities Momentum ETF 5.4 60 -25 4.6 +3.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 5.4 49 -14 5.7 +4.6
XNTK State Street SPDR NYSE Technology ETF 5.4 35 0 2.9 +1.7
UDI USCF Dividend Income Fund 5.3 65 -30 7.2 +6.1
TCAI Tortoise AI Infrastructure ETF 5.3 65 -30 1.9 +0.8
GOP Unusual Whales Subversive Republican Trading ETF 5.3 50 -15 4.7 +3.5
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 5.2 45 -10 1.3 +0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -10 5.0 +3.9
FTGS First Trust Growth Strength ETF 5.2 60 -25 3.6 +2.5
SPDV AAM S&P 500 High Dividend Value ETF 5.1 29 6 10.5 +9.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.1 29 6 5.6 +4.4
COWS Amplify Cash Flow Dividend Leaders ETF 5.0 0 35 10.4 +9.3
DVND Touchstone Dividend Select ETF 4.9 67 -32 4.9 +3.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.9 30 5 3.9 +2.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 20 3.4 +2.3
WLDR Affinity World Leaders Equity ETF 4.8 67 -32 6.4 +5.3
CRTC Xtrackers US National Critical Technologies ETF 4.8 35 0 4.1 +3.0
ROE Astoria US Quality Kings ETF 4.8 49 -14 5.6 +4.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.8 15 20 4.4 +3.3
DSTL Distillate US Fundamental Stability & Value ETF 4.8 39 -4 7.2 +6.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.7 35 0 8.7 +7.5
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 25 5.0 +3.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.7 35 0 5.0 +3.9
DFUV Dimensional US Marketwide Value ETF 4.7 22 13 6.4 +5.3
DGRW WisdomTree US Quality Dividend Growth Fund 4.7 28 7 4.8 +3.7
AIS VistaShares Artificial Intelligence Supercycle ETF 4.7 75 -40 2.0 +0.8
DFLV Dimensional US Large Cap Value ETF 4.6 22 13 6.5 +5.4
FLV American Century Focused Large Cap Value ETF 4.6 42 -7 6.1 +4.9
PY Principal Value ETF 4.6 15 20 6.5 +5.4
VFMF Vanguard U.S. Multifactor ETF 4.6 18 17 6.7 +5.6
ABFL Abacus FCF Leaders ETF 4.5 59 -24 3.8 +2.7
SRHQ SRH U.S. Quality ETF 4.5 35 0 6.3 +5.1
ABEQ Absolute Select Value ETF 4.5 85 -50 4.3 +3.1
PEY Invesco High Yield Equity Dividend Achievers ETF 4.5 52 -17 8.8 +7.7
ROUS Hartford Multifactor US Equity ETF 4.4 19 16 6.0 +4.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.4 15 20 4.6 +3.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.3 15 20 6.4 +5.2
SPMO Invesco S&P 500 Momentum ETF 4.3 13 22 3.5 +2.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.2 15 20 5.0 +3.8
XLK The Technology Select Sector SPDR Fund 4.2 8 27 3.6 +2.4
FDLO Fidelity Low Volatility Factor ETF 4.2 15 20 4.8 +3.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.2 30 5 9.5 +8.4
NULG Nuveen ESG Large-Cap Growth ETF 4.2 26 9 2.7 +1.6
MISL First Trust Indxx Aerospace & Defense ETF 4.2 60 -25 1.3 +0.2
WTV WisdomTree US Value Fund of Benef Interest 4.2 12 23 7.7 +6.5
LST Leuthold Select Industries ETF 4.1 91 -56 4.8 +3.7
TEXN iShares Texas Equity ETF 4.1 20 15 5.5 +4.3
DIV Global X SuperDividend US ETF 4.0 45 -10 10.5 +9.4
QVAL Alpha Architect US Quantitative Value ETF 3.9 39 -4 8.5 +7.4
XDAT Franklin Exponential Data ETF 3.9 50 -15 2.0 +0.8
IETC iShares U.S. Tech Independence Focused ETF 3.9 18 17 2.9 +1.7
BIBL Inspire 100 ETF 3.9 35 0 4.4 +3.2
FDLS Inspire Fidelis Multi Factor ETF 3.9 76 -41 4.1 +2.9
LYLD Cambria Large Cap Shareholder Yield ETF 3.8 59 -24 8.5 +7.4
QTOP iShares Nasdaq Top 30 Stocks ETF 3.8 20 15 3.0 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 3.8 18 17 5.9 +4.8
NULV Nuveen ESG Large-Cap Value ETF 3.8 26 9 5.5 +4.4
EQWL Invesco S&P 100 Equal Weight ETF 3.8 25 10 5.4 +4.3
DLN WisdomTree U.S. LargeCap Dividend Fund 3.8 28 7 5.3 +4.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.8 56 -21 5.8 +4.7
CHGX AXS Change Finance ESG ETF 3.7 49 -14 4.4 +3.3
GCOW Pacer Global Cash Cows Dividend ETF 3.7 60 -25 9.6 +8.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.7 49 -14 2.9 +1.7
COWZ Pacer US Cash Cows 100 ETF 3.7 49 -14 7.3 +6.2
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 10 5.1 +4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 10 5.1 +4.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.7 29 6 7.0 +5.8
QQQS Invesco NASDAQ Future Gen 200 ETF 3.7 20 15 -4.6 -5.8
CZAR Themes Natural Monopoly ETF 3.6 35 0 4.9 +3.8
IWX iShares Russell Top 200 Value ETF 3.6 20 15 5.2 +4.1
NUDV Nuveen ESG Dividend ETF 3.6 26 9 6.7 +5.5
JHDV John Hancock U.S. High Dividend ETF 3.6 34 1 6.0 +4.9
EQIN Columbia US Equity Income ETF 3.6 35 0 6.2 +5.1
KONG Formidable Fortress ETF 3.5 89 -54 5.0 +3.9
BLCR iShares Large Cap Core Active ETF 3.5 36 -1 3.1 +1.9
XSMO Invesco S&P SmallCap Momentum ETF 3.5 39 -4 3.9 +2.8
REVS Columbia Research Enhanced Value ETF 3.5 19 16 6.9 +5.8
ARKX ARK Space Exploration & Innovation ETF 3.5 75 -40 0.0 -1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.5 18 17 6.9 +5.8
WCBR WisdomTree Cybersecurity Fund 3.5 45 -10 1.8 +0.7
QDIV Global X S&P 500 Quality Dividend ETF 3.4 20 15 8.0 +6.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.4 60 -25 4.4 +3.3
FDL First Trust Morningstar Dividend Leaders Index Fund 3.4 45 -10 9.5 +8.4
WBIY WBI Power Factor High Dividend ETF 3.4 100 -65 12.2 +11.1
FTEC Fidelity MSCI Information Technology Index ETF 3.4 8 27 3.3 +2.1
BGDV Bahl & Gaynor Dividend ETF 3.4 45 -10 4.0 +2.9
BUZZ VanEck Social Sentiment ETF 3.4 75 -40 -0.8 -1.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.4 50 -15 7.6 +6.5
DTD WisdomTree U.S. Total Dividend Fund 3.4 28 7 5.6 +4.5
ARB AltShares Merger Arbitrage ETF 3.4 77 -42 3.7 +2.6
IGM iShares Expanded Tech Sector ETF 3.4 41 -6 2.9 +1.8
SPVU Invesco S&P 500 Enhanced Value ETF 3.4 13 22 9.0 +7.9
VGT Vanguard Information Technology ETF 3.4 9 26 3.3 +2.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 20 6.9 +5.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.3 39 -4 10.7 +9.6
VFMO Vanguard U.S. Momentum Factor ETF 3.3 13 22 2.5 +1.3
QQMG Invesco ESG NASDAQ 100 ETF 3.3 20 15 3.4 +2.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.2 60 -25 4.5 +3.4
STXV Strive 1000 Value ETF 3.2 18 17 7.1 +6.0
SNSR Global X Internet of Things ETF 3.2 68 -33 4.2 +3.1
SXQG ETC 6 Meridian Quality Growth ETF 3.2 100 -65 3.9 +2.8
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -12 4.7 +3.6
FPX First Trust US Equity Opportunities ETF 3.2 61 -26 0.8 -0.3
USSE Segall Bryant & Hamill Select Equity ETF 3.1 65 -30 3.3 +2.2
CAML Congress Large Cap Growth ETF 3.1 66 -31 2.5 +1.4
AGIQ Sofi Agentic AI ETF 3.1 69 -34 1.5 +0.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.1 12 23 6.5 +5.3
IUS Invesco RAFI Strategic US ETF 3.1 19 16 6.0 +4.8
PRF Invesco FTSE RAFI US 1000 ETF 3.1 39 -4 5.9 +4.8
PRXV Praxis Impact Large Cap Value ETF 3.1 36 -1 5.8 +4.7
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 31 4 2.3 +1.1
MGV Vanguard Mega Cap Value ETF 3.1 7 28 5.7 +4.6
IHAK iShares Cybersecurity & Tech ETF 3.1 47 -12 3.8 +2.7
QQLV Invesco QQQ Low Volatility ETF 3.1 25 10 4.4 +3.2
DIVS SmartETFs Dividend Builder ETF 3.1 65 -30 4.6 +3.5
HDV iShares Core High Dividend ETF 3.1 8 27 6.3 +5.2
DFNV Donoghue Forlines Innovation ETF 3.1 69 -34 3.7 +2.6
QWLD SPDR MSCI World StrategicFactors ETF 3.1 30 5 5.1 +4.0
FMTM MarketDesk Focused U.S. Momentum ETF 3.1 45 -10 3.3 +2.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.1 20 15 4.6 +3.5
AGRW Allspring LT Large Growth ETF 3.1 35 0 3.0 +1.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.0 35 0 6.3 +5.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.0 25 10 6.3 +5.2
SPGP Invesco S&P 500 GARP ETF 3.0 34 1 5.8 +4.6
NACP Impact Shares NAACP Minority Empowerment ETF 3.0 49 -14 4.0 +2.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.0 60 -25 3.2 +2.1
XITK State Street SPDR FactSet Innovative Technology ETF 3.0 45 -10 0.7 -0.4
CSTK Invesco Comstock Contrarian Equity ETF 3.0 35 0 6.0 +4.9
VYM Vanguard High Dividend Yield Index ETF 2.9 6 29 6.3 +5.1
IJT iShares S&P Small-Cap 600 Growth ETF 2.9 18 17 4.6 +3.5
QLV FlexShares US Quality Low Volatility Index Fund 2.9 22 13 5.1 +4.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.9 10 25 8.5 +7.4
FNDB Schwab Fundamental US Broad Market Index ETF 2.9 25 10 6.3 +5.2
GSPY Gotham Enhanced 500 ETF 2.9 50 -15 4.5 +3.3
FUNL CornerCap Fundametrics Large-Cap ETF 2.9 50 -15 6.3 +5.2
DVY iShares Select Dividend ETF 2.9 38 -3 8.3 +7.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.9 59 -24 5.4 +4.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.8 49 -14 4.0 +2.8
QQQ Invesco QQQ Trust Series I 2.8 20 15 3.4 +2.2
QQQM Invesco NASDAQ 100 ETF 2.8 15 20 3.4 +2.3
SDY State Street SPDR S&P Dividend ETF 2.8 35 0 6.1 +4.9
TMFX Motley Fool Next Index ETF 2.8 50 -15 2.7 +1.5
EPS WisdomTree U.S. LargeCap Fund 2.8 8 27 5.0 +3.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 23 5.7 +4.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.8 15 20 4.6 +3.5
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -7 4.0 +2.8
AIQ Global X Artificial Intelligence & Technology ETF 2.8 68 -33 2.9 +1.8
INCE Franklin Income Equity Focus ETF 2.8 29 6 5.0 +3.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.8 49 -14 4.8 +3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.8 25 10 5.4 +4.3
DFVX Dimensional US Large Cap Vector ETF 2.7 22 13 5.3 +4.2
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.7 +2.6
IWD iShares Russell 1000 Value ETF 2.7 19 16 5.6 +4.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.7 75 -40 2.4 +1.2
LOWV AB US Low Volatility Equity ETF 2.7 48 -13 4.6 +3.5
VONV Vanguard Russell 1000 Value ETF 2.7 7 28 5.7 +4.6
SCHV Schwab U.S. Large-Cap Value ETF 2.6 4 31 5.9 +4.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -35 1.7 +0.5
QDF FlexShares Quality Dividend Index Fund 2.6 37 -2 5.4 +4.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 10 4.2 +3.1
EVUS iShares ESG Aware MSCI USA Value ETF 2.6 18 17 5.6 +4.5
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 0 2.6 +1.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.6 60 -25 -0.9 -2.0
GXPT Global X PureCap MSCI Information Technology ETF 2.6 25 10 3.4 +2.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.6 19 16 5.3 +4.2
VTV Vanguard Value ETF 2.5 4 31 6.0 +4.9
VOOV Vanguard S&P 500 Value ETF 2.5 7 28 5.5 +4.4
AFSM First Trust Active Factor Small Cap ETF 2.5 75 -40 6.5 +5.4
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 25 4.0 +2.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 23 6.7 +5.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.5 12 23 5.3 +4.2
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 21 4.3 +3.2
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 10 4.5 +3.4
OEI Optimized Equity Income ETF 2.5 75 -40 3.2 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.5 29 6 3.8 +2.7
FELC Fidelity Enhanced Large Cap Core ETF 2.4 18 17 4.5 +3.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 26 4.2 +3.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.4 12 23 7.1 +6.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.4 65 -30 7.1 +6.0
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 0 4.5 +3.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.4 45 -10 1.3 +0.2
IXN iShares Global Tech ETF 2.4 41 -6 2.9 +1.8
ILCV iShares Morningstar Value ETF 2.4 4 31 5.6 +4.4
IJR iShares Core S&P Small Cap ETF 2.4 6 29 6.7 +5.5
SSPY Syntax Stratified LargeCap ETF 2.4 30 5 5.9 +4.8
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 20 6.2 +5.0
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.4 68 -33 5.8 +4.7
NULC Nuveen ESG Large-Cap ETF 2.4 21 14 4.4 +3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 18 4.8 +3.7
IVE iShares S&P 500 Value ETF 2.3 18 17 5.4 +4.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.3 4 31 5.5 +4.4
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 -2 5.3 +4.2
HDUS Hartford Disciplined US Equity ETF 2.3 19 16 5.0 +3.8
THRO iShares U.S. Thematic Rotation Active ETF 2.3 90 -55 3.1 +1.9
BGRO iShares Large Cap Growth Active ETF 2.3 55 -20 2.0 +0.9
AVSU Avantis Responsible U.S. Equity ETF 2.3 15 20 5.0 +3.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.3 49 -14 8.0 +6.9
AVLV Avantis U.S. Large Cap Value ETF 2.3 15 20 6.6 +5.5
GRNY Fundstrat Granny Shots US Large Cap ETF 2.3 75 -40 2.3 +1.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.3 50 -15 3.3 +2.2
SIXS ETC 6 Meridian Small Cap Equity ETF 2.3 89 -54 8.6 +7.4
FESM Fidelity Enhanced Small Cap ETF 2.3 28 7 2.8 +1.6
EBI Longview Advantage ETF 2.3 35 0 5.8 +4.6
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 17 4.5 +3.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.3 49 -14 3.5 +2.4
ICAP InfraCap Equity Income Fund ETF 2.3 171 -136 3.8 +2.7
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.3 7 28 10.0 +8.9
BLCV iShares Large Cap Value Active ETF 2.3 53 -18 6.5 +5.3
CHAT Roundhill Generative AI & Technology ETF 2.3 75 -40 6.3 +5.2
SMRI Bushido Capital US Equity ETF 2.2 71 -36 8.7 +7.6
IUSV iShares Core S&P US Value ETF 2.2 4 31 5.7 +4.5
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 0 3.7 +2.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.2 3 32 6.7 +5.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 8.4 +7.3
RWL Invesco S&P 500 Revenue ETF 2.2 39 -4 5.9 +4.8
LRGF iShares U.S. Equity Factor ETF 2.2 8 27 4.8 +3.6
AKAF The Frontier Economic Fund 2.2 20 15 5.5 +4.3
FBCV Fidelity Blue Chip Value ETF 2.2 59 -24 6.4 +5.3
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -20 5.4 +4.3
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -36 -1.3 -2.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.2 20 15 2.6 +1.4
HYP Golden Eagle Dynamic Hypergrowth ETF 2.2 85 -50 -1.1 -2.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.2 15 20 4.8 +3.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.2 47 -12 8.1 +7.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.2 38 -3 7.0 +5.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.2 35 0 7.1 +5.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.1 7 28 4.5 +3.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 28 6.7 +5.6
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 23 5.1 +3.9
TMFC Motley Fool 100 Index ETF 2.1 50 -15 2.9 +1.8
QGRO American Century U.S. Quality Growth ETF 2.1 29 6 3.1 +1.9
FVD First Trust Value Line Dividend Index Fund 2.1 65 -30 5.6 +4.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.1 8 27 4.3 +3.2
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -54 4.2 +3.1
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -27 1.5 +0.3
PFM Invesco Dividend Achievers ETF 2.1 53 -18 4.6 +3.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 26 5.4 +4.3
IWC iShares Micro-Cap ETF 2.1 60 -25 -1.3 -2.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.1 60 -25 5.0 +3.9
DEMZ Democratic Large Cap Core ETF 2.1 45 -10 3.8 +2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 26 3.5 +2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.0 58 -23 4.0 +2.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.0 20 15 5.4 +4.3
VFVA Vanguard U.S. Value Factor ETF 2.0 13 22 9.4 +8.2
WCEO Hypatia Women CEO ETF 2.0 85 -50 2.8 +1.7
TRFM AAM Transformers ETF 2.0 49 -14 1.0 -0.2
IQM Franklin Intelligent Machines ETF 2.0 50 -15 1.5 +0.3
BDIV AAM Brentview Dividend Growth ETF 2.0 49 -14 3.7 +2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -17 5.6 +4.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 -5 5.2 +4.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -26 1.7 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 0 3.6 +2.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 20 6.7 +5.6
STXM Strive Mid-Cap ETF 2.0 18 17 5.4 +4.3
QUVU Hartford Quality Value ETF 2.0 46 -11 6.6 +5.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.0 49 -14 3.5 +2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.0 11 24 4.4 +3.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.9 30 5 15.4 +14.3
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 26 4.1 +3.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -45 4.4 +3.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.9 10 25 4.5 +3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 29 3.6 +2.5
KLMN Invesco MSCI North America Climate ETF 1.9 9 26 4.4 +3.2
TOPC iShares S&P 500 3% Capped ETF 1.9 15 20 4.4 +3.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -40 3.3 +2.2
PSET Principal Quality ETF 1.9 15 20 4.7 +3.5
KRMA Global X Conscious Companies ETF 1.9 43 -8 5.2 +4.1
WISE Themes Generative Artificial Intelligence ETF 1.9 35 0 -0.4 -1.6
AVUS Avantis U.S. Equity ETF 1.9 15 20 5.0 +3.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -29 0.9 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -25 3.3 +2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.9 15 20 4.2 +3.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 6.5 +5.4
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 26 4.1 +3.0
FLRG Fidelity U.S. Multifactor ETF 1.9 15 20 6.1 +4.9
NIXT Research Affiliates Deletions ETF 1.9 9 26 7.4 +6.3
VAMO Cambria Value & Momentum ETF 1.9 61 -26 5.4 +4.3
HGRO Hedgeye Quality Growth ETF 1.8 70 -35 2.9 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 4.4 +3.2
GINN Goldman Sachs Innovate Equity ETF 1.8 52 -17 3.2 +2.1
XLG Invesco S&P 500 Top 50 ETF 1.8 20 15 3.5 +2.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 9 26 4.0 +2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.8 24 11 7.3 +6.2
IWL iShares Russell Top 200 ETF 1.8 15 20 3.9 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 1.8 18 17 8.6 +7.5
JVAL JPMorgan U.S. Value Factor ETF 1.8 12 23 6.9 +5.8
MODL VictoryShares WestEnd U.S. Sector ETF 1.8 42 -7 4.0 +2.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -40 2.2 +1.1
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -25 6.4 +5.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 3 4.3 +3.2
VSLU Applied Finance Valuation Large Cap ETF 1.8 49 -14 4.8 +3.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -30 1.6 +0.5
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 20 4.2 +3.0
SPVM Invesco S&P 500 Value with Momentum ETF 1.8 39 -4 6.7 +5.6
ARKQ ARK Autonomous Technology & Robotics ETF 1.8 75 -40 0.8 -0.4
LCLG Logan Capital Broad Innovative Growth ETF 1.8 99 -64 2.9 +1.8
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 10 4.6 +3.4
DGT State Street SPDR Global Dow ETF 1.8 50 -15 5.9 +4.8
AIVC Amplify Bloomberg AI Value Chain ETF 1.7 59 -24 4.4 +3.3
PBUS Invesco MSCI USA ETF 1.7 4 31 4.2 +3.1
HLAL Wahed FTSE USA Shariah ETF 1.7 50 -15 3.9 +2.8
XVV iShares ESG Screened S&P 500 ETF 1.7 8 27 4.1 +3.0
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -24 7.8 +6.7
SFGV Sequoia Global Value ETF 1.7 23 12 7.4 +6.3
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -10 4.6 +3.5
ISMD Inspire Small/Mid Cap ETF 1.7 54 -19 4.6 +3.5
OEF iShares S&P 100 ETF 1.7 20 15 3.8 +2.7
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -44 3.3 +2.2
DSI iShares MSCI KLD 400 Social ETF 1.7 25 10 4.1 +3.0
VOT Vanguard Mid-Cap Growth ETF 1.7 7 28 3.0 +1.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 23 3.8 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 15 4.7 +3.6
CFA VictoryShares US 500 Volatility Wtd ETF 1.7 35 0 5.3 +4.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.7 40 -5 5.2 +4.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 26 4.6 +3.5
DCOR Dimensional US Core Equity 1 ETF 1.7 14 21 4.6 +3.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 10 4.7 +3.6
OPTZ Optimize Strategy Index ETF 1.7 50 -15 4.2 +3.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.1 +3.0
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -34 4.3 +3.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.7 59 -24 8.7 +7.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.7 0 35 4.3 +3.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.7 15 20 8.6 +7.5
VOTE TCW Transform 500 ETF 1.7 5 30 4.2 +3.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 23 3.4 +2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.7 58 -23 5.0 +3.9
VUSE Vident U.S. Equity Strategy ETF 1.6 50 -15 3.5 +2.4
FQAL Fidelity Quality Factor ETF 1.6 15 20 4.8 +3.7
AVUV Avantis U.S. Small Cap Value ETF 1.6 25 10 8.6 +7.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 28 4.2 +3.1
DAK Dakota Active Equity ETF 1.6 43 -8 3.7 +2.6
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 32 4.2 +3.0
BFOR ALPS Barron's 400 ETF 1.6 65 -30 4.9 +3.8
DFUS Dimensional U.S. Equity ETF 1.6 9 26 4.1 +3.0
MGC Vanguard Mega Cap ETF 1.6 7 28 4.0 +2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 33 4.3 +3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.6 55 -20 3.4 +2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 17 4.0 +2.9
SVAL iShares US Small Cap Value Factor ETF 1.6 20 15 7.8 +6.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 21 4.2 +3.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 31 5.1 +4.0
VBK Vanguard Small-Cap Growth ETF 1.6 7 28 1.5 +0.3
RVRB Reverb ETF 1.6 30 5 4.0 +2.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.6 38 -3 5.6 +4.5
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 12 5.2 +4.0
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -50 3.3 +2.2
GXLC Global X U.S. 500 ETF 1.6 2 33 4.2 +3.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 15 4.0 +2.9
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 20 4.4 +3.2
VIG Vanguard Dividend Appreciation ETF 1.6 5 30 4.9 +3.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 18 4.7 +3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.2 +3.1
JHML John Hancock Multifactor Large Cap ETF 1.6 29 6 4.6 +3.5
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 6 4.0 +2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -25 5.9 +4.8
VOO Vanguard S&P 500 ETF 1.6 3 32 4.3 +3.1
AIEQ AI Powered Equity ETF 1.6 75 -40 4.0 +2.9
CHRI Global X S&P 500 Christian Values ETF 1.6 29 6 4.0 +2.8
PTL Inspire 500 ETF 1.6 9 26 4.7 +3.6
TTAC FCF US Quality ETF 1.6 59 -24 5.0 +3.8
IVV iShares Core S&P 500 ETF 1.6 3 32 4.2 +3.1
SPY SPDR S&P 500 ETF 1.6 9 26 4.2 +3.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 33 4.2 +3.1
IWB iShares Russell 1000 ETF 1.6 15 20 4.2 +3.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 32 4.4 +3.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 32 4.2 +3.0
APUE ActivePassive U.S. Equity ETF 1.6 45 -10 3.9 +2.8
IYY iShares Dow Jones U.S. ETF 1.6 20 15 4.1 +3.0
VONE Vanguard Russell 1000 ETF 1.6 7 28 4.3 +3.1
SUSA iShares MSCI USA ESG Select ETF 1.6 25 10 3.9 +2.8
IWV iShares Russell 3000 ETF 1.6 20 15 4.1 +2.9
DFAU Dimensional US Core Equity Market ETF 1.6 12 23 4.3 +3.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 14 3.1 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 20 5.2 +4.1
VTHR Vanguard Russell 3000 ETF 1.5 7 28 4.2 +3.1
DGRO iShares Core Dividend Growth ETF 1.5 8 27 5.8 +4.7
RAUS RACWI US ETF 1.5 15 20 4.2 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.5 15 20 7.0 +5.9
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 6 4.2 +3.1
ROBO ROBO Global Robotics & Automation Index ETF 1.5 95 -60 2.7 +1.5
VTI Vanguard Total Stock Market ETF 1.5 3 32 4.2 +3.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 25 7.8 +6.7
STRV Strive 500 ETF 1.5 5 30 4.1 +3.0
VB Vanguard Small-Cap ETF 1.5 5 30 5.2 +4.1
FFND Future Fund Active ETF 1.5 100 -65 3.1 +2.0
VV Vanguard Large-Cap ETF 1.5 4 31 4.2 +3.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 23 6.2 +5.0
ARTY iShares Future AI & Tech ETF 1.5 47 -12 2.9 +1.7
PWB Invesco Large Cap Growth ETF 1.5 56 -21 2.0 +0.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.5 60 -25 8.8 +7.7
FELG Fidelity Enhanced Large Cap Growth ETF 1.5 18 17 3.8 +2.7
FMKT The Free Markets ETF 1.5 76 -41 3.8 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 28 5.0 +3.8
FDVV Fidelity High Dividend ETF 1.5 15 20 7.0 +5.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 15 4.8 +3.7
VXF Vanguard Extended Market ETF 1.4 5 30 3.9 +2.8
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 25 4.3 +3.2
TXS Texas Capital Texas Equity Index ETF 1.4 49 -14 5.2 +4.1
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 22 5.3 +4.2
LRGC AB US Large Cap Strategic Equities ETF 1.4 48 -13 3.8 +2.7
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 26 5.5 +4.4
IWO iShares Russell 2000 Growth ETF 1.4 24 11 0.6 -0.5
DIA SPDR Dow Jones Industrial Average ETF 1.4 16 19 4.7 +3.5
SPHQ Invesco S&P 500 Quality ETF 1.4 15 20 4.6 +3.5
RND First Trust Bloomberg R&D Leaders ETF 1.4 60 -25 2.4 +1.2
SFTY Horizon Managed Risk ETF 1.4 77 -42 3.5 +2.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 -4 2.7 +1.6
STOX Horizon Core Equity ETF 1.4 70 -35 3.6 +2.4
SQLV Royce Quant Small-Cap Quality Value ETF 1.4 60 -25 8.4 +7.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.4 49 -14 9.8 +8.6
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 18 6.0 +4.9
SIZE iShares MSCI USA Size Factor ETF 1.4 15 20 5.5 +4.4
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -20 4.2 +3.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 10 6.7 +5.5
VBR Vanguard Small Cap Value ETF 1.4 7 28 7.9 +6.7
RSSL Global X Russell 2000 ETF 1.4 8 27 3.1 +2.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 23 4.3 +3.2
IWM iShares Russell 2000 ETF 1.4 19 16 3.1 +2.0
GLOF iShares Global Equity Factor ETF 1.4 20 15 5.9 +4.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 11 6.5 +5.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.4 39 -4 4.3 +3.2
GLBL Pacer MSCI World Industry Advantage ETF 1.4 65 -30 3.5 +2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 25 4.8 +3.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 10 6.9 +5.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.3 60 -25 4.9 +3.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.3 59 -24 5.0 +3.9
SCHX Schwab U.S. Large-Cap ETF 1.3 3 32 4.3 +3.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -23 3.9 +2.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -26 5.0 +3.9
STXK Strive Small-Cap ETF 1.3 18 17 5.3 +4.2
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 11 6.0 +4.9
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 25 5.0 +3.8
IJH iShares Core S&P Mid-Cap ETF 1.3 5 30 6.2 +5.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 28 6.3 +5.1
SCHB Schwab U.S. Broad Market ETF 1.3 3 32 4.3 +3.1
JEDI Defiance Drone and Modern Warfare ETF 1.3 69 -34 1.0 -0.2
RSP Invesco S&P 500 Equal Weight ETF 1.3 20 15 5.9 +4.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -24 1.6 +0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -10 3.6 +2.5
SCHK Schwab 1000 Index ETF 1.3 5 30 4.3 +3.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 18 5.2 +4.1
AFMC First Trust Active Factor Mid Cap ETF 1.3 65 -30 7.0 +5.9
IWN iShares Russell 2000 Value ETF 1.3 24 11 5.7 +4.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -40 2.9 +1.7
VTWV Vanguard Russell 2000 Value ETF 1.3 10 25 5.8 +4.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 26 4.5 +3.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 32 6.3 +5.1
SFY SoFi Select 500 ETF 1.2 0 35 3.8 +2.7
VFLO VictoryShares Free Cash Flow ETF 1.2 39 -4 8.7 +7.6
DXUV Dimensional US Vector Equity ETF 1.2 28 7 5.2 +4.1
MOAT VanEck Morningstar Wide Moat ETF 1.2 46 -11 5.3 +4.2
XOEF iShares S&P 500 ex S&P 100 ETF 1.2 20 15 4.8 +3.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.2 20 15 3.7 +2.6
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.3 +3.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.2 36 -1 9.5 +8.3
WDIV SPDR S&P Global Dividend ETF 1.2 40 -5 8.4 +7.2
FCPI Fidelity Stocks for Inflation ETF 1.2 15 20 6.9 +5.8
ULVM VictoryShares US Value Momentum ETF 1.2 20 15 6.5 +5.4
SCHA Schwab U.S. Small-Cap ETF 1.2 4 31 4.9 +3.8
GURU Global X Guru Index ETF 1.2 75 -40 2.4 +1.3
FLDZ RiverNorth Patriot ETF 1.2 75 -40 5.6 +4.5
VTWO Vanguard Russell 2000 ETF 1.2 7 28 3.2 +2.1
RECS Columbia Research Enhanced Core ETF 1.2 15 20 5.1 +3.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -32 8.7 +7.6
RPV Invesco S&P 500 Pure Value ETF 1.2 35 0 9.0 +7.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 25 5.0 +3.9
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 31 6.0 +4.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.2 52 -17 4.9 +3.8
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 17 4.5 +3.4
FDWM Fidelity Women's Leadership ETF 1.2 59 -24 4.2 +3.0
URTH iShares MSCI World ETF 1.2 24 11 4.4 +3.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.2 12 23 6.7 +5.6
SPXT ProShares S&P 500 Ex-Technology ETF 1.2 9 26 4.8 +3.7
JHMM John Hancock Multifactor Mid Cap ETF 1.2 42 -7 5.4 +4.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 25 3.7 +2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 5 5.7 +4.6
WRND IQ Global Equity R&D Leaders ETF 1.1 18 17 6.6 +5.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.1 45 -10 2.1 +1.0
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 25 0.8 -0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 17 2.9 +1.8
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -25 3.4 +2.2
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 20 6.1 +5.0
QTUM Defiance Quantum ETF 1.1 40 -5 4.3 +3.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.1 20 15 5.8 +4.6
XT iShares Exponential Technologies ETF 1.1 46 -11 4.2 +3.0
DFSV Dimensional US Small Cap Value ETF 1.1 31 4 9.2 +8.0
SPHB Invesco S&P 500 High Beta ETF 1.1 25 10 4.0 +2.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.1 25 10 10.7 +9.5
DSMC Distillate Small/Mid Cash Flow ETF 1.1 55 -20 11.3 +10.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -45 5.7 +4.6
SMMD iShares Russell 2500 ETF 1.0 15 20 5.8 +4.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 20 5.2 +4.1
CGDG Capital Group Dividend Growers ETF 1.0 47 -12 5.4 +4.2
EES WisdomTree U.S. SmallCap Fund 1.0 38 -3 7.5 +6.4
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.7 +3.6
SFYF SoFi Social 50 ETF 1.0 29 6 0.9 -0.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -20 9.2 +8.1
DEW WisdomTree Global High Dividend Fund 1.0 58 -23 7.5 +6.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 15 5.6 +4.5
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 31 5.5 +4.4
MGMT Ballast Small/Mid Cap ETF 1.0 110 -75 6.8 +5.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -30 1.7 +0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 20 3.9 +2.7
DFAS Dimensional U.S. Small Cap ETF 1.0 26 9 5.8 +4.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.0 38 -3 3.9 +2.8
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 7 8.8 +7.7
GVLU Gotham 1000 Value ETF 1.0 50 -15 8.2 +7.0
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -25 4.3 +3.2
SFYX SoFi Next 500 ETF 1.0 0 35 5.0 +3.9
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 29 7.5 +6.4
VT Vanguard Total World Stock ETF 1.0 6 29 5.1 +4.0
FVAL Fidelity Value Factor ETF 1.0 15 20 5.9 +4.8
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 31 3.4 +2.2
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -13 3.7 +2.5
FXL First Trust Technology AlphaDEX Fund 1.0 61 -26 4.8 +3.7
JHSC John Hancock Multifactor Small Cap ETF 1.0 42 -7 5.8 +4.6
DEEP Roundhill Acquirers Deep Value ETF 0.9 80 -45 17.2 +16.1
SYLD Cambria Shareholder Yield ETF 0.9 59 -24 10.9 +9.8
JGRW Jensen Quality Growth ETF 0.9 57 -22 3.7 +2.5
MGK Vanguard Mega Cap Growth ETF 0.9 7 28 3.4 +2.3
DUHP Dimensional US High Profitability ETF 0.9 21 14 5.0 +3.9
NUSC Nuveen ESG Small-Cap ETF 0.9 31 4 4.5 +3.4
FSGS First Trust SMID Growth Strength ETF 0.9 60 -25 4.3 +3.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.9 10 25 3.6 +2.5
AVUQ Avantis U.S. Quality ETF 0.9 15 20 3.5 +2.4
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -25 4.2 +3.1
ISCB iShares Morningstar Small-Cap ETF 0.9 4 31 5.1 +3.9
IVW iShares S&P 500 Growth ETF 0.9 18 17 3.2 +2.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.9 4 31 3.3 +2.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -38 10.3 +9.2
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 -10 4.5 +3.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.9 35 0 6.5 +5.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 4.9 +3.7
FSCS First Trust SMID Capital Strength ETF 0.9 60 -25 6.1 +5.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.9 59 -24 9.1 +8.0
ILCG iShares Morningstar Growth ETF 0.8 4 31 3.0 +1.9
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 -25 5.9 +4.8
YNOT Horizon Digital Frontier ETF 0.8 75 -40 2.5 +1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 20 6.3 +5.2
STXG Strive 1000 Growth ETF 0.8 18 17 3.2 +2.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 29 2.5 +1.4
MTUM iShares MSCI USA Momentum Factor ETF 0.8 15 20 2.7 +1.5
LGRO Level Four Large Cap Growth Active ETF 0.8 55 -20 3.3 +2.2
VUG Vanguard Growth ETF 0.8 4 31 3.3 +2.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 5 4.1 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -40 4.4 +3.3
TAX Cambria Tax Aware ETF 0.8 49 -14 5.1 +3.9
IOO iShares Global 100 ETF 0.8 41 -6 3.9 +2.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.8 18 17 5.9 +4.8
VOOG Vanguard S&P 500 Growth ETF 0.8 7 28 3.3 +2.2
ROSC Hartford Multifactor Small Cap ETF 0.8 34 1 8.0 +6.8
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 12 2.6 +1.5
SRVR Pacer Data & Infrastructure Real Estate ETF 0.7 55 -20 4.1 +3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 23 3.7 +2.5
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 7 3.3 +2.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -21 10.0 +8.9
JSML Janus Henderson Small Cap Growth Alpha ETF 0.7 30 5 7.0 +5.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -7 4.7 +3.6
VO Vanguard Mid-Cap ETF 0.7 4 31 5.3 +4.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -17 6.2 +5.0
JGRO JPMorgan Active Growth ETF 0.7 44 -9 2.9 +1.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -25 4.1 +3.0
IWR iShares Russell Midcap ETF 0.6 19 16 5.4 +4.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.6 30 5 7.0 +5.9
ABLS Abacus FCF Small Cap Leaders ETF 0.6 59 -24 5.3 +4.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 31 5.1 +4.0
IWS iShares Russell Mid-Cap Value ETF 0.6 23 12 6.2 +5.1
BLES Inspire Global Hope ETF 0.6 61 -26 6.0 +4.9
IWY iShares Russell Top 200 Growth ETF 0.6 20 15 3.3 +2.2
MAGA Point Bridge America First ETF 0.6 72 -37 5.6 +4.5
PRXG Praxis Impact Large Cap Growth ETF 0.6 36 -1 2.8 +1.7
IWF iShares Russell 1000 Growth ETF 0.6 19 16 3.2 +2.1
CLOD Themes Cloud Computing ETF 0.6 35 0 3.0 +1.9
CGUS Capital Group Core Equity ETF 0.6 33 2 3.8 +2.7
VONG Vanguard Russell 1000 Growth ETF 0.5 7 28 3.5 +2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 25 4.2 +3.0
SUSL iShares ESG MSCI USA Leaders ETF 0.5 10 25 4.1 +3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.5 70 -35 9.3 +8.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 -4 8.2 +7.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 4 6.0 +4.9
GEW Cambria Global EW ETF 0.5 29 6 5.3 +4.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 0 8.4 +7.3
RCGE RockCreek Global Equality ETF 0.5 95 -60 6.0 +4.9
TMAT Main Thematic Innovation ETF 0.5 164 -129 -1.5 -2.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -60 -0.5 -1.6
TRUT VanEck Technology TruSector ETF 0.5 13 22 3.7 +2.6
GQI Natixis Gateway Quality Income ETF 0.5 34 1 4.2 +3.0
PPA Invesco Aerospace & Defense ETF 0.5 58 -23 1.7 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 -3 8.1 +7.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.4 20 15 7.2 +6.1
CGGR Capital Group Growth ETF 0.4 39 -4 2.7 +1.6
JAVA JPMorgan Active Value ETF 0.4 44 -9 5.5 +4.3
RGEF Rockefeller Global Equity ETF 0.4 55 -20 3.9 +2.8
PSC Principal U.S. Small-Cap ETF 0.4 38 -3 5.9 +4.8
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 -5 4.1 +3.0
XLSR State Street US Sector Rotation ETF 0.4 70 -35 4.3 +3.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -44 4.9 +3.7
STXD Strive 1000 Dividend Growth ETF 0.4 35 0 4.2 +3.1
FDMO Fidelity Momentum Factor ETF 0.4 15 20 3.0 +1.9
PAVE Global X U.S. Infrastructure Development ETF 0.4 47 -12 4.4 +3.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 31 3.1 +2.0
CGGO Capital Group Global Growth Equity ETF 0.3 47 -12 3.8 +2.7
AOTG AOT Growth and Innovation ETF 0.3 75 -40 1.5 +0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.3 18 17 7.6 +6.5
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.3 15 20 7.6 +6.5
EZM WisdomTree U.S. MidCap Fund 0.3 38 -3 7.6 +6.5
MADE iShares U.S. Manufacturing ETF 0.3 40 -5 4.0 +2.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 0 3.0 +1.9
GINX SGI Enhanced Global Income ETF 0.3 98 -63 6.9 +5.8
JGLO JPMorgan Global Select Equity ETF 0.3 33 2 4.3 +3.2
JEPI JPMorgan Equity Premium Income ETF 0.3 35 0 4.9 +3.8
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -30 4.6 +3.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 0 5.0 +3.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 29 7.2 +6.1
PEXL Pacer US Export Leaders ETF 0.2 60 -25 3.8 +2.7
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -24 3.6 +2.5
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 15 7.5 +6.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 -3 8.7 +7.6
IYW iShares U.S. Technology ETF 0.1 40 -5 3.1 +2.0
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 -3 8.1 +7.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 0 6.8 +5.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -8 5.2 +4.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.1 40 -5 3.1 +2.0
PKW Invesco Buyback Achievers ETF 0.1 62 -27 7.0 +5.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 15 9.0 +7.9
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -25 3.3 +2.2
GGME Invesco Next Gen Media and Gaming ETF 0.0 60 -25 4.2 +3.1

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

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RESULTS & ESTIMATES

  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 3.4 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 1.1 %
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.