SPDR S&P Telecom ETF
ALTAR
Score™		 8.4% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 16.7x P/Sales
ratio		 0.9x
P/BV
ratio		 1.2x 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) $58
Currency USD
Expense ratio 35 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $30,295
Large cap (>$10bn) 28.6%
Mid cap ($2-10bn) 44.5%
Small cap (<$2bn) 27.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HARMONIC INC 4.1 %
ARISTA NETWORKS, INC. 4.1 %
MOTOROLA SOLUTIONS 3.8 %
F5 NETWORKS INC 3.8 %
EXTREME NETWORKS INC 3.8 %
LUMENTUM HOLDINGS, INC. 3.7 %
IRIDIUM COMMUNICATIONS INC. 3.7 %
CISCO SYSTEMS INC 3.7 %
COGENT COMMUNICATIONS HOLDINGS INC 3.6 %
VIASAT INC 3.6 %
Total 38.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.6 %
BRITAIN 3.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-7.8% -7.7% 2.6% 6.1% 4.6%

Market Correlations
versus... Beta R-squared
S&P500 1.03 63%
MSCI EAFE 0.91 48%
MSCI Emg. Mkts. 0.67 27%

Technical Indicators
Recent close $73.06
30d moving avg. $73.02
Annualized volatility 23.6%
Short interest (ETF) 1.6%
Short interest (Underlying) 7.1%
Relative strength (RSI) 38

Liquidity measures
Avg. volume (thou.) 6
Turnover 0.8%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $2,639

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 628 potential alternatives to the 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™: 8.4%


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
(%)
IGN iShares North American Tech-Multimedia Networking ETF 55.3 40 -5 7.9 -0.5
IYZ iShares U.S. Telecommunications ETF 40.4 39 -4 11.7 +3.3
PXQ Invesco Dynamic Networking ETF 36.9 63 -28 5.7 -2.8
FIVG Defiance Next Gen Connectivity ETF 17.1 30 5 7.4 -1.0
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 13.5 40 -5 8.4 -0.1
IDAT iShares Cloud 5G and Tech ETF 12.4 47 -12 6.2 -2.2
FCOM Fidelity MSCI Telecommunication Services Index ETF 12.2 8 27 5.8 -2.6
VOX Vanguard Telecommunication Services Index Fund 12.2 10 25 5.8 -2.7
BYTE Roundhill IO Digital Infrastructure ETF 11.8 76 -41 5.5 -2.9
PSCT Invesco S&P SmallCap Information Technology ETF 11.3 29 6 6.0 -2.5
HACK ETFMG Prime Cyber Security ETF 11.2 60 -25 5.0 -3.5
PSCU Invesco S&P SmallCap Utilities ETF 11.0 29 6 6.6 -1.9
CIBR First Trust NASDAQ CEA Cybersecurity ETF 10.8 60 -25 5.2 -3.2
PWC Invesco Dynamic Market ETF 10.8 60 -25 7.8 -0.6
UFO Procure Space ETF 10.8 75 -40 2.1 -6.3
FITE SPDR Kensho Future Security ETF 10.1 45 -10 3.1 -5.3
XLC Communication Services Select Sector SPDR Fund 9.8 10 25 7.1 -1.4
FDN First Trust Dow Jones Internet Index Fund 9.3 51 -16 2.9 -5.5
NXTG First Trust Indxx NextG ETF 8.5 70 -35 6.6 -1.8
IXP iShares Global Comm Services ETF 8.5 40 -5 7.6 -0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.4 15 20 8.0 -0.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 8.3 50 -15 7.5 -1.0
SKYY First Trust Cloud Computing ETF 8.0 60 -25 4.0 -4.4
ACSI American Customer Satisfaction Core Alpha ETF 7.7 65 -30 6.3 -2.1
RYT Invesco S&P 500 Equal Weight Technology ETF 7.5 40 -5 6.6 -1.8
VLUE iShares MSCI USA Value Factor ETF 7.3 15 20 12.2 +3.8
SIXA 6 Meridian Mega Cap Equity ETF 7.3 82 -47 8.3 -0.1
ROKT SPDR S&P Kensho Final Frontiers ETF 7.3 45 -10 1.5 -6.9
DURA VanEck Morningstar Durable Dividend ETF 7.2 29 6 8.4 0.0
HDV iShares Core High Dividend ETF 7.1 8 27 9.9 +1.5
SCHD Schwab U.S. Dividend Equity ETF 7.1 6 29 9.8 +1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 7.1 45 -10 11.0 +2.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.1 7 28 10.7 +2.2
PEY Invesco High Yield Equity Dividend Achievers ETF 7.0 53 -18 9.8 +1.4
RAFE PIMCO RAFI ESG U.S. ETF 7.0 29 6 8.5 +0.1
ITAN Sparkline Intangible Value ETF 6.9 50 -15 7.3 -1.1
DHS WisdomTree U.S. High Dividend Fund 6.7 38 -3 10.6 +2.1
VNSE Natixis Vaughan Nelson Select ETF 6.7 80 -45 4.1 -4.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 6.6 47 -12 6.2 -2.2
EDOW First Trust Dow 30 Equal Weight ETF 6.4 50 -15 7.7 -0.7
SPVU Invesco S&P 500 Enhanced Value ETF 6.4 13 22 12.9 +4.5
FLV American Century Focused Large Cap Value ETF 6.4 42 -7 7.1 -1.3
USMV iShares Edge MSCI Min Vol USA ETF 6.4 15 20 6.7 -1.7
ABEQ Absolute Core Strategy ETF 6.2 85 -50 5.0 -3.4
DIVY Sound Equity Income ETF 6.2 45 -10 10.8 +2.4
PWB Invesco Dynamic Large Cap Growth ETF 6.0 56 -21 5.4 -3.0
IHAK iShares Cybersecurity & Tech ETF 5.9 47 -12 4.1 -4.3
EQAL Invesco Russell 1000 Equal Weight ETF 5.8 20 15 7.2 -1.2
XDAT Franklin Exponential Data ETF 5.8 50 -15 4.0 -4.4
VFMV Vanguard U.S. Minimum Volatility ETF 5.8 13 22 6.7 -1.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.7 30 5 9.8 +1.4
ACVF American Conservative Values ETF 5.5 75 -40 5.5 -2.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.5 18 17 6.5 -1.9
LVOL American Century Low Volatility ETF 5.5 29 6 6.4 -2.0
RAYD Rayliant Quantitative Developed Market Equity ETF 5.5 80 -45 9.3 +0.9
DIVB iShares Core Dividend 5.4 5 30 9.4 +1.0
JHDV John Hancock U.S. High Dividend ETF 5.3 34 1 8.6 +0.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 46 -11 6.9 -1.5
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 5.2 108 -73 2.9 -5.5
DIVZ TrueShares Low Volatility Equity Income ETF 5.2 65 -30 8.9 +0.5
LYFE 2nd Vote Life Neutral Plus ETF 5.1 75 -40 7.6 -0.8
LVHD Legg Mason Low Volatility High Dividend ETF 5.1 27 8 8.6 +0.2
SHE SPDR SSGA Gender Diversity Index ETF 5.0 20 15 6.3 -2.1
WGRO WisdomTree U.S. Growth & Momentum Fund 5.0 55 -20 7.5 -0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 5.0 48 -13 7.5 -0.9
MRND IQ U.S. Mid Cap R&D Leaders ETF 5.0 16 19 -1.0 -9.4
SPMV Invesco S&P 500 Minimum Variance ETF 4.9 10 25 6.3 -2.1
DVND Touchstone Dividend Select ETF 4.8 67 -32 7.1 -1.3
XPND First Trust Expanded Technology ETF 4.6 65 -30 5.7 -2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.6 15 20 13.6 +5.2
QQQS Invesco NASDAQ Future Gen 200 ETF 4.6 20 15 -8.9 -17.4
ROUS Hartford Multifactor US Equity ETF 4.6 19 16 8.8 +0.4
FLQL Franklin LibertyQ U.S. Equity ETF 4.5 15 20 8.1 -0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.5 52 -17 8.0 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.5 70 -35 6.3 -2.1
IETC iShares Evolved U.S. Technology ETF 4.5 18 17 5.1 -3.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 4.5 30 5 13.7 +5.3
IWX iShares Russell Top 200 Value ETF 4.5 20 15 7.8 -0.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.4 75 -40 3.8 -4.6
WFH Direxion Work From Home ETF 4.4 45 -10 0.0 -8.4
REVS Columbia Research Enhanced Value ETF 4.4 19 16 9.4 +1.0
PTF Invesco DWA Technology Momentum ETF 4.4 60 -25 1.5 -6.9
BBLU EA Bridgeway Blue Chip ETF 4.3 15 20 6.7 -1.7
SSLY Syntax Stratified SmallCap ETF 4.3 35 0 7.7 -0.8
NVQ QRAFT AI-Enhanced US Next Value ETF 4.3 75 -40 12.6 +4.2
SNPV Xtrackers S&P ESG Value ETF 4.3 15 20 7.8 -0.6
ACWV iShares MSCI Global Min Vol Factor ETF 4.2 20 15 8.2 -0.2
VEGN US Vegan Climate ETF 4.2 60 -25 5.6 -2.9
STLV iShares Factors US Value Style ETF 4.2 25 10 10.9 +2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 4.2 29 6 8.7 +0.3
DIV Global X SuperDividend US ETF 4.2 45 -10 9.2 +0.8
DSTL Distillate US Fundamental Stability & Value ETF 4.1 39 -4 8.5 +0.1
KVLE KFA Value Liner Dynamic Core Equity Index ETF 4.1 55 -20 7.0 -1.4
GDIV Harbor Dividend Growth Leaders ETF 4.1 50 -15 7.3 -1.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 4.1 69 -34 7.1 -1.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 4.1 25 10 8.1 -0.3
DEF Invesco Defensive Equity ETF 4.0 55 -20 7.3 -1.2
IPDP Dividend Performers ETF 4.0 89 -54 6.7 -1.7
DFLV Dimensional US Large Cap Value ETF 4.0 22 13 9.9 +1.5
HVAL ALPS Hillman Active Value ETF 3.9 55 -20 7.7 -0.7
ICAP InfraCap Equity Income Fund ETF 3.9 80 -45 11.8 +3.3
XLK Technology Select Sector SPDR Fund 3.9 10 25 5.8 -2.7
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.9 25 10 8.1 -0.4
QUS SPDR MSCI USA StrategicFactors ETF 3.8 15 20 6.9 -1.5
GSPY Gotham Enhanced 500 ETF 3.8 50 -15 6.7 -1.8
PRF Invesco FTSE RAFI US 1000 ETF 3.8 39 -4 8.2 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.8 29 6 8.6 +0.2
DVY iShares Select Dividend ETF 3.8 39 -4 10.5 +2.0
SDOG ALPS Sector Dividend Dogs ETF 3.7 40 -5 11.8 +3.4
SNSR Global X Internet of Things Thematic ETF 3.7 68 -33 4.8 -3.6
RUFF Alpha Dog ETF 3.7 90 -55 5.7 -2.7
VYM Vanguard High Dividend Yield Index ETF 3.7 6 29 8.9 +0.4
ARKQ Ark Autonomous Tech. & Robotics ETF 3.7 75 -40 2.0 -6.4
ARKX ARK Space Exploration & Innovation ETF 3.7 75 -40 2.2 -6.2
EQWL Invesco Russell Top 200 Equal Weight ETF 3.7 25 10 7.7 -0.8
KONG Formidable Fortress ETF 3.7 89 -54 6.1 -2.4
OALC OneAscent Large Cap Core ETF 3.7 76 -41 6.5 -1.9
OAIE Optimize AI Smart Sentiment Event-Driven ETF 3.7 100 -65 7.7 -0.7
UDI USCF Dividend Income Fund 3.7 65 -30 9.1 +0.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.6 35 0 13.6 +5.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.6 18 17 9.2 +0.8
VLU SPDR S&P 1500 Value Tilt ETF 3.6 12 23 8.9 +0.5
ETHO Etho Climate Leadership U.S. ETF 3.6 47 -12 5.7 -2.8
PWV Invesco Dynamic Large Cap Value ETF 3.6 58 -23 9.4 +1.0
NUDV Nuveen ESG Dividend ETF 3.6 25 10 8.3 -0.1
STXV Strive 1000 Value ETF 3.5 18 17 9.2 +0.8
IUS Invesco Strategic US ETF 3.5 19 16 7.8 -0.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.5 85 -50 7.4 -1.0
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -20 7.9 -0.5
SPDV AAM S&P 500 High Dividend Value ETF 3.5 29 6 12.3 +3.9
GCOW Pacer Global High Dividend ETF 3.5 60 -25 16.7 +8.3
IWD iShares Russell 1000 Value ETF 3.5 18 17 7.9 -0.5
VONV Vanguard Russell 1000 Value Index Fund 3.5 8 27 8.0 -0.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -20 4.3 -4.2
NULV Nuveen ESG Large-Cap Value ETF 3.4 25 10 8.8 +0.4
NACP Impact Shares NAACP Minority Empowerment ETF 3.4 49 -14 6.1 -2.3
WBIY WBI Power Factor High Dividend ETF 3.4 70 -35 14.1 +5.7
LOUP Innovator Loup Frontier Tech ETF 3.4 70 -35 3.3 -5.1
ESGS Columbia Sustainable U.S. Equity Income ETF 3.4 35 0 8.0 -0.4
KRMA Global X Conscious Companies ETF 3.4 43 -8 6.7 -1.8
USMF WisdomTree U.S. Multifactor Fund 3.4 28 7 8.8 +0.4
RYJ Invesco Raymond James SB-1 Equity ETF 3.3 81 -46 5.6 -2.8
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.3 30 5 9.1 +0.7
IVE iShares S&P 500 Value ETF 3.3 18 17 6.9 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 3.3 4 31 7.0 -1.4
QQMG Invesco ESG NASDAQ 100 ETF 3.2 20 15 5.6 -2.9
MGV Vanguard Mega Cap Value ETF 3.2 7 28 8.2 -0.2
DEW WisdomTree Global High Dividend Fund 3.2 58 -23 11.0 +2.5
VOOV Vanguard S&P 500 Value ETF 3.2 10 25 7.0 -1.5
IUSV iShares Core S&P U.S. Value ETF 3.2 4 31 7.2 -1.3
DIVD Altrius Global Dividend ETF 3.1 49 -14 12.3 +3.8
FDLO Fidelity Low Volatility Factor ETF 3.1 29 6 6.1 -2.3
FFND Future Fund Active ETF 3.1 101 -66 2.5 -6.0
AIQ Global X Future Analytics Tech ETF 3.1 68 -33 4.8 -3.6
MGMT Ballast Small/Mid Cap ETF 3.0 110 -75 7.8 -0.6
VOT Vanguard Mid-Cap Growth Index Fund 3.0 7 28 5.2 -3.3
FDRR Fidelity Dividend ETF for Rising Rates 3.0 29 6 9.5 +1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.0 35 0 8.7 +0.3
AVLV Avantis U.S. Large Cap Value ETF 3.0 15 20 9.3 +0.9
WLDR Affinity World Leaders Equity ETF 3.0 67 -32 10.0 +1.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.9 15 20 6.8 -1.7
DFUV Dimensional US Marketwide Value ETF 2.9 23 12 9.4 +1.0
CLRG IQ Chaikin U.S. Large Cap ETF 2.9 25 10 7.4 -1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.9 60 -25 5.1 -3.3
AUSF Global X Adaptive U.S. Factor ETF 2.9 27 8 7.9 -0.5
HDUS Hartford Disciplined US Equity ETF 2.9 19 16 7.4 -1.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.9 60 -25 2.6 -5.8
BRNY Burney U.S. Factor Rotation ETF 2.9 79 -44 8.6 +0.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 2.9 20 15 6.6 -1.9
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 27 5.4 -3.1
EPS WisdomTree U.S. Earnings 500 Fund 2.9 8 27 7.8 -0.6
RESP WisdomTree US ESG Fund of Benef Interest 2.9 28 7 7.5 -0.9
ILCV iShares Morningstar Value ETF 2.8 4 31 8.1 -0.3
VGT Vanguard Information Technology Index Fund 2.8 10 25 5.3 -3.2
SCHV Schwab U.S. Large-Cap Value ETF 2.8 4 31 8.0 -0.4
GBUY Goldman Sachs Future Consumer Equity ETF 2.8 75 -40 3.0 -5.4
CVAR Cultivar ETF 2.8 87 -52 8.9 +0.4
WKLY SoFi Weekly Dividend ETF 2.8 49 -14 9.2 +0.8
VTV Vanguard Value Index Fund 2.8 4 31 8.4 +0.0
DLN WisdomTree U.S. LargeCap Dividend Fund 2.8 28 7 7.7 -0.7
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 17 8.5 +0.0
LGLV SPDR Russell 1000 Low Volatility ETF 2.8 12 23 6.3 -2.2
FLLV Franklin Liberty U.S. Low Volatility ETF 2.7 29 6 6.5 -1.9
HEET Hartford Schroders ESG US Equity ETF 2.7 39 -4 7.2 -1.2
IGM iShares Expanded Tech Sector ETF 2.7 40 -5 4.9 -3.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.7 20 15 7.9 -0.5
DIVS SmartETFs Dividend Builder ETF 2.7 65 -30 5.7 -2.7
PSJ Invesco Dynamic Software ETF 2.7 56 -21 3.3 -5.2
DAT ProShares Big Data Refiners ETF 2.7 58 -23 0.5 -7.9
IXN iShares Global Tech ETF 2.7 40 -5 5.2 -3.2
QDIV Global X S&P 500 Quality Dividend ETF 2.7 20 15 9.8 +1.4
ISMD Inspire Small/Mid Cap Impact ETF 2.7 48 -13 6.2 -2.2
MTUM iShares MSCI USA Momentum Factor ETF 2.7 15 20 8.1 -0.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -30 8.5 +0.1
SLYG SPDR S&P 600 Small Cap Growth ETF 2.6 15 20 7.3 -1.1
QDF FlexShares Quality Dividend Index Fund 2.6 37 -2 8.3 -0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 15 20 7.2 -1.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 17 7.3 -1.1
QWLD SPDR MSCI World StrategicFactors ETF 2.6 30 5 7.3 -1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.6 25 10 7.8 -0.6
QQQ Invesco QQQ Trust 2.6 20 15 5.1 -3.3
QQQM Invesco NASDAQ 100 ETF 2.6 15 20 5.5 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 -2 7.8 -0.7
WCEO Hypatia Women CEO ETF 2.6 85 -50 6.4 -2.1
QDYN FlexShares Quality Dividend Dynamic Index Fund 2.6 37 -2 9.0 +0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.6 24 11 9.6 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.6 39 -4 11.2 +2.8
KOIN Innovation Shares NextGen Protocol ETF 2.6 75 -40 7.0 -1.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 2.6 48 -13 8.1 -0.3
VUSE Vident Core US Equity Fund 2.6 50 -15 7.7 -0.7
VFVA Vanguard U.S. Value Factor ETF 2.5 13 22 12.3 +3.9
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 10 7.1 -1.3
DTD WisdomTree U.S.Total Dividend Fund 2.5 28 7 8.1 -0.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.5 59 -24 6.3 -2.2
FUNL CornerCap Fundametrics Large-Cap ETF 2.5 50 -15 8.9 +0.5
VIOO Vanguard S&P Small-Cap 600 ETF 2.5 10 25 8.5 +0.1
IJR iShares Core S&P Small Cap ETF 2.5 6 29 8.6 +0.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.5 5 30 8.6 +0.2
SLY SPDR S&P 600 Small Cap ETF 2.5 15 20 8.5 +0.1
VPN Global X Data Center REITs & Digital Infrastructure ETF 2.5 50 -15 5.5 -2.9
COWZ Pacer US Cash Cows 100 ETF 2.5 49 -14 12.3 +3.9
SMDY Syntax Stratified MidCap ETF 2.5 35 0 8.4 -0.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.5 19 16 7.4 -1.0
SPYD SPDR S&P 500 High Dividend ETF 2.5 7 28 11.4 +3.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 2.5 35 0 9.7 +1.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 23 6.8 -1.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 2.5 35 0 9.7 +1.3
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -30 10.1 +1.7
DGRW WisdomTree U.S. Quality Dividend Growth Fund 2.4 28 7 6.9 -1.6
GENY Principal Millennials Index ETF 2.4 45 -10 7.4 -1.0
HKND Humankind US Stock ETF 2.4 11 24 8.2 -0.2
MVPS Amplify Thematic All-Stars ETF 2.4 49 -14 2.0 -6.4
RWL Invesco S&P 500 Revenue ETF 2.4 39 -4 7.8 -0.6
USXF iShares ESG Advanced MSCI USA ETF 2.4 10 25 6.0 -2.5
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 23 7.0 -1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.4 70 -35 2.1 -6.3
PFM Invesco Dividend Achievers ETF 2.4 53 -18 6.8 -1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 15 20 9.8 +1.4
IJS iShares S&P Small-cap 600 Value ETF 2.4 18 17 9.8 +1.3
FQAL Fidelity Quality Factor ETF 2.4 29 6 7.3 -1.2
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 20 9.8 +1.4
XLG Invesco S&P 500 Top 50 ETF 2.3 20 15 5.6 -2.8
XMMO Invesco S&P MidCap Momentum ETF 2.3 33 2 6.8 -1.6
VDNI V-Shares US Leadership Diversity ETF 2.3 29 6 6.4 -2.0
XNTK SPDR NYSE Technology ETF 2.3 35 0 4.6 -3.8
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 2.3 12 23 6.3 -2.2
XT iShares Exponential Technologies ETF 2.3 46 -11 3.6 -4.8
OEF iShares S&P 100 ETF 2.3 20 15 6.0 -2.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.3 20 15 6.8 -1.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 2.3 12 23 8.7 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 28 6.2 -2.3
TRFM AAM Transformers ETF 2.2 49 -14 2.2 -6.3
FTCS First Trust Capital Strength ETF 2.2 55 -20 8.0 -0.4
EDUT Global X Education ETF 2.2 50 -15 2.6 -5.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 27 8 6.1 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 2.2 10 25 6.3 -2.1
KRUZ Unusual Whales Subversive Republican Trading ETF 2.2 75 -40 6.6 -1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.1 12 23 6.3 -2.2
SPXV ProShares S&P 500 Ex-Health Care ETF 2.1 27 8 5.8 -2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 25 6.3 -2.1
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 25 6.4 -2.0
SSPY Syntax Stratified LargeCap ETF 2.1 30 5 7.6 -0.8
VALQ American Century STOXX U.S. Quality Value ETF 2.1 29 6 10.4 +2.0
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 23 8.0 -0.5
DSI iShares MSCI KLD 400 Social ETF 2.1 25 10 6.3 -2.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 15 6.1 -2.3
NULC Nuveen ESG Large-Cap ETF 2.1 20 15 6.5 -2.0
SPHQ Invesco S&P 500 Quality ETF 2.1 15 20 6.7 -1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 25 6.5 -2.0
XSMO Invesco S&P SmallCap Momentum ETF 2.1 39 -4 6.9 -1.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.1 21 14 4.2 -4.2
LRGF iShares Edge MSCI Multifactor USA ETF 2.1 8 27 7.4 -1.0
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 -14 7.1 -1.4
XVV iShares ESG Screened S&P 500 ETF 2.1 8 27 6.2 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.1 65 -30 6.2 -2.2
CBSE Changebridge Capital Sustainable Equity ETF 2.0 85 -50 3.0 -5.4
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 26 6.1 -2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 20 5.9 -2.5
RNDV US Equity Dividend Select ETF 2.0 50 -15 10.8 +2.4
FCPI Fidelity Stocks for Inflation ETF 2.0 29 6 10.0 +1.5
FSMD Fidelity Small-Mid Factor ETF 2.0 29 6 8.5 +0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 2.0 11 24 6.8 -1.6
SXQG 6 Meridian Quality Growth ETF 2.0 100 -65 5.3 -3.1
NZRO Strategy Shares Halt Climate Change ETF 2.0 95 -60 1.9 -6.5
ZECP Zacks Earnings Consistent Portfolio ETF 2.0 55 -20 6.4 -2.0
RNLC Large Cap US Equity Select ETF 2.0 60 -25 7.9 -0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.0 0 35 6.1 -2.3
VRAI Virtus Real Asset Income ETF 1.9 55 -20 8.5 +0.0
AFSM First Trust Active Factor Small Cap ETF 1.9 75 -40 9.7 +1.3
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -44 5.8 -2.6
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 27 8 6.1 -2.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.9 35 0 8.9 +0.5
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 23 9.9 +1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -40 5.9 -2.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 15 6.2 -2.3
FDMO Fidelity Momentum Factor ETF 1.9 29 6 6.3 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 10 6.9 -1.5
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 10 6.9 -1.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -25 4.7 -3.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 11 9.1 +0.6
GDVD R3 Global Dividend Growth ETF 1.9 88 -53 7.1 -1.3
LRND IQ U.S. Large Cap R&D Leaders ETF 1.9 14 21 6.3 -2.2
ESG FlexShares STOXX US ESG Impact Index Fund 1.9 32 3 6.2 -2.2
RDVY First Trust Rising Dividend Achievers ETF 1.9 50 -15 10.8 +2.4
ESIX SPDR S&P SmallCap 600 ESG ETF 1.9 12 23 8.8 +0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 1.9 59 -24 16.8 +8.4
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.9 15 20 8.7 +0.3
TTAC TrimTabs US Free Cash Flow Quality ETF 1.9 59 -24 7.4 -1.0
IWL iShares Russell Top 200 ETF 1.9 15 20 6.0 -2.4
FVD First Trust Value Line Dividend Index Fund 1.9 67 -32 6.9 -1.5
IVV iShares Core S&P 500 ETF 1.9 3 32 6.4 -2.0
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 1.8 15 20 6.3 -2.1
SPMO Invesco S&P 500 Momentum ETF 1.8 13 22 8.1 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 6 6.1 -2.3
VOO VANGUARD S&P 500 ETF 1.8 3 32 6.4 -2.0
SPY SPDR S&P 500 ETF Trust 1.8 9 26 6.4 -2.1
SPLG SPDR Portfolio S&P 500 ETF 1.8 3 32 6.4 -2.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.8 38 -3 7.5 -0.9
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 29 2.1 -6.3
VFMO Vanguard U.S. Momentum Factor ETF 1.8 13 22 4.3 -4.1
VIG Vanguard Dividend Appreciation Index Fund 1.8 6 29 6.9 -1.5
BKUS BNY Mellon Sustainable US Equity ETF 1.8 60 -25 5.5 -3.0
SMDV ProShares Russell 2000 Dividend Growers ETF 1.8 41 -6 7.1 -1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.8 57 -22 5.0 -3.4
SPTM SPDR Portfolio Total Stock Market ETF 1.8 3 32 6.6 -1.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.8 35 0 5.2 -3.2
PRAY FIS Biblically Responsible Risk Managed ETF 1.8 68 -33 6.4 -2.1
RVRB Reverb ETF 1.8 30 5 6.3 -2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -30 2.5 -5.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 19 16 7.2 -1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -10 5.0 -3.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 20 8.8 +0.4
RPV Invesco S&P 500 Pure Value ETF 1.8 35 0 13.3 +4.9
DFUS Dimensional U.S. Equity ETF 1.8 11 24 6.3 -2.2
DFAU Dimensional US Core Equity Market ETF 1.8 12 23 6.5 -1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 21 6.2 -2.2
IWO iShares Russell 2000 Growth ETF 1.8 23 12 3.0 -5.4
PBUS Invesco PureBeta MSCI USA ETF 1.8 4 31 6.3 -2.1
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.8 63 -28 4.9 -3.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 33 6.3 -2.2
VTWG Vanguard Russell 2000 Growth Index Fund 1.8 15 20 3.0 -5.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 28 6.2 -2.2
INNO Harbor Disruptive Innovation ETF 1.8 75 -40 -3.4 -11.9
SCHX Schwab U.S. Large-Cap ETF 1.8 3 32 6.3 -2.2
VOTE Engine No. 1 Transform 500 ETF 1.8 5 30 6.1 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 32 6.3 -2.1
STRV Strive 500 ETF 1.8 5 30 6.2 -2.2
SFY SoFi Select 500 ETF 1.8 0 35 6.5 -2.0
SCHK Schwab 1000 Index ETF 1.7 5 30 6.3 -2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 32 6.2 -2.3
IWB iShares Russell 1000 ETF 1.7 15 20 6.2 -2.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.7 59 -24 7.8 -0.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -26 8.7 +0.3
GDEF Goldman Sachs Defensive Equity ETF 1.7 55 -20 5.7 -2.7
VONE Vanguard Russell 1000 ETF 1.7 8 27 6.3 -2.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.7 82 -47 6.9 -1.5
SCHB Schwab U.S. Broad Market ETF 1.7 3 32 6.2 -2.2
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 6 7.4 -1.0
JHML John Hancock Multifactor Large Cap ETF 1.7 29 6 6.8 -1.7
IYY iShares Dow Jones U.S. ETF 1.7 20 15 6.1 -2.3
IWV iShares Russell 3000 ETF 1.7 20 15 6.0 -2.4
ESGU iShares MSCI USA ESG Optimized ETF 1.7 15 20 6.3 -2.2
BWEB Bitwise Web3 ETF 1.7 85 -50 2.3 -6.1
DGT SPDR Global Dow ETF 1.7 50 -15 8.1 -0.3
VTHR Vanguard Russell 3000 Index Fund 1.7 10 25 6.1 -2.3
DGRO iShares Core Dividend Growth ETF 1.7 8 27 7.7 -0.7
GVLU Gotham 1000 Value ETF 1.7 50 -15 11.5 +3.1
FBCV Fidelity Blue Chip Value ETF 1.7 59 -24 7.7 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.7 10 25 5.8 -2.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.7 68 -33 -0.8 -9.2
AVUS Avantis U.S. Equity ETF 1.7 15 20 7.4 -1.0
FOVL iShares Focused Value Factor ETF 1.7 25 10 13.0 +4.6
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 1.7 20 15 9.4 +1.0
DIA SPDR Dow Jones Industrial Average ETF Trust 1.7 16 19 7.1 -1.4
MGC Vanguard Mega Cap Index Fund 1.7 7 28 6.1 -2.4
VV Vanguard Large-Cap Index Fund 1.7 4 31 6.2 -2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 24 6.2 -2.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 6 6.5 -2.0
HLAL Wahed FTSE USA Shariah ETF 1.7 50 -15 5.9 -2.6
PSET Principal Price Setters Index ETF 1.7 15 20 7.0 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -24 4.9 -3.5
VO Vanguard Mid-Cap Index Fund 1.6 4 31 6.9 -1.5
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 22 8.4 +0.0
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 9.1 +0.7
KOMP SPDR Kensho New Economies Composite ETF 1.6 20 15 -1.0 -9.4
STXD Strive 1000 Dividend Growth ETF 1.6 35 0 6.7 -1.7
QLV FlexShares US Quality Low Volatility Index Fund 1.6 22 13 6.3 -2.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.6 65 -30 7.4 -1.1
VTI Vanguard Total Stock Market Index Fund 1.6 3 32 6.1 -2.4
IQSU IQ Candriam ESG US Equity ETF 1.6 9 26 5.8 -2.6
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.6 25 10 6.9 -1.5
RFFC RiverFront Dynamic US Flex-Cap ETF 1.6 52 -17 7.5 -0.9
RSP Invesco S&P 500 Equal Weight ETF 1.6 20 15 7.3 -1.1
SUSA iShares MSCI USA ESG Select ETF 1.6 25 10 6.3 -2.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.6 35 0 9.0 +0.6
ENTR Entrepreneur 30 Fund 1.6 49 -14 2.4 -6.1
QUAL iShares MSCI Usa Quality Factor ETF 1.6 15 20 7.4 -1.0
DFSV Dimensional US Small Cap Value ETF 1.6 31 4 9.9 +1.5
AVSC Avantis U.S Small Cap Equity ETF 1.6 25 10 5.6 -2.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 26 7.0 -1.5
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.5 50 -15 3.6 -4.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.5 59 -24 11.3 +2.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 -4 7.9 -0.5
VBK Vanguard Small-Cap Growth Index Fund 1.5 7 28 1.6 -6.8
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 1.5 17 18 5.9 -2.5
FLRG Fidelity U.S. Multifactor ETF 1.5 29 6 8.2 -0.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.5 60 -25 6.0 -2.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 63 -28 3.8 -4.6
SAMT Strategas Macro Thematic Opportunities ETF 1.5 65 -30 4.2 -4.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.5 49 -14 5.7 -2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -25 5.2 -3.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 15 8.3 -0.2
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 17 7.0 -1.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.5 38 -3 10.4 +2.0
RECS Columbia Research Enhanced Core ETF 1.5 15 20 7.4 -1.0
SPVM Invesco S&P 500 Value with Momentum ETF 1.5 39 -4 10.2 +1.8
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.5 35 0 7.4 -1.0
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.5 35 0 7.4 -1.0
IWM iShares Russell 2000 ETF 1.5 19 16 4.7 -3.8
DFAS Dimensional U.S. Small Cap ETF 1.5 28 7 7.3 -1.1
GURU Global X Guru Index ETF 1.5 75 -40 4.9 -3.5
IWS iShares Russell Mid-Cap Value ETF 1.5 23 12 7.8 -0.6
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 1.5 15 20 7.6 -0.8
VTWO Vanguard Russell 2000 Index Fund 1.4 10 25 4.3 -4.1
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 26 7.1 -1.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.4 60 -25 8.8 +0.4
ECOZ TrueMark ESG Active Opportunities ETF 1.4 58 -23 5.1 -3.3
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.4 30 5 6.3 -2.2
IWC iShares Micro-Cap ETF 1.4 60 -25 -4.4 -12.9
DUHP Dimensional US High Profitability ETF 1.4 22 13 8.8 +0.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 15 20 9.8 +1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.4 15 20 9.3 +0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 17 9.8 +1.4
NULG Nuveen ESG Large-Cap Growth ETF 1.4 25 10 5.0 -3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.4 15 20 9.9 +1.4
VERS ProShares Metaverse ETF 1.4 58 -23 -5.3 -13.8
PSC Principal U.S. Small Cap Index ETF 1.4 38 -3 9.0 +0.5
WTV WisdomTree US Value Fund 1.4 12 23 9.7 +1.3
CGGR Capital Group Growth ETF 1.4 39 -4 4.3 -4.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.4 27 8 6.8 -1.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 26 4.9 -3.5
SPGP Invesco S&P 500 GARP ETF 1.4 36 -1 9.5 +1.1
FVAL Fidelity Value Factor ETF 1.4 29 6 9.5 +1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 15 8.7 +0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 29 5.2 -3.2
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.4 25 10 6.9 -1.5
FDVV Fidelity Core Dividend ETF 1.4 29 6 11.6 +3.2
SIZE iShares MSCI USA Size Factor ETF 1.4 15 20 6.9 -1.5
IWR iShares Russell Midcap ETF 1.4 18 17 6.7 -1.7
SCHA Schwab U.S. Small-Cap ETF 1.4 4 31 5.8 -2.6
GLOF iShares Global Equity Factor ETF 1.3 20 15 9.1 +0.6
STXK Strive Small-Cap ETF 1.3 18 17 5.7 -2.8
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 31 6.7 -1.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 1.3 35 0 9.7 +1.2
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 30 5 9.8 +1.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.3 6 29 5.8 -2.6
XSHQ Invesco S&P SmallCap Quality ETF 1.3 29 6 12.4 +3.9
YPS Arrow Reverse Cap 500 ETF 1.3 29 6 7.1 -1.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -60 2.6 -5.8
RPG Invesco S&P 500 Pure Growth ETF 1.3 35 0 9.1 +0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 23 8.5 +0.1
ISCB iShares Morningstar Small-Cap ETF 1.3 4 31 5.4 -3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 69 -34 12.1 +3.7
TOK iShares MSCI Kokusai ETF 1.3 25 10 6.6 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.3 9 26 6.8 -1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 20 8.7 +0.3
FCLD Fidelity Cloud Computing ETF 1.3 39 -4 4.4 -4.0
NUSC Nuveen ESG Small-Cap ETF 1.3 30 5 5.8 -2.6
DSMC Distillate Small/Mid Cash Flow ETF 1.3 55 -20 14.4 +5.9
EZM WisdomTree U.S. MidCap Earnings Fund 1.3 38 -3 11.8 +3.4
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -54 6.6 -1.9
PPA Invesco Aerospace & Defense ETF 1.3 61 -26 4.6 -3.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 -25 6.3 -2.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 26 7.1 -1.3
MOTE VanEck Morningstar ESG Moat ETF 1.2 49 -14 6.4 -2.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 -40 6.3 -2.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 31 6.4 -2.1
EQUL IQ Engender Equality ETF 1.2 45 -10 7.7 -0.7
PDP Invesco DWA Momentum ETF 1.2 62 -27 6.3 -2.2
URTH iShares MSCI World ETF 1.2 24 11 6.8 -1.7
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 -10 5.8 -2.7
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -40 5.1 -3.3
MDY SPDR S&P Midcap 400 ETF Trust 1.2 22 13 8.4 -0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 15 7.2 -1.2
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.2 19 16 8.8 +0.4
VB Vanguard Small-Cap ETF 1.2 5 30 6.2 -2.2
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 12 5.3 -3.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 -14 7.8 -0.6
IJH iShares Core S&P Mid-Cap ETF 1.2 5 30 8.6 +0.2
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.2 49 -14 6.3 -2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 10 25 8.5 +0.1
SPMD SPDR Portfolio Mid Cap ETF 1.2 5 30 8.6 +0.2
FLDZ RiverNorth Volition America Patriot ETF 1.2 70 -35 7.0 -1.4
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.2 40 -5 8.5 +0.0
FMIL Fidelity New Millennium ETF 1.2 59 -24 6.5 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 -4 4.4 -4.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 25 5.9 -2.6
QTUM Defiance Quantum ETF 1.1 40 -5 4.2 -4.2
AVUV Avantis U.S. Small Cap Value ETF 1.1 25 10 11.6 +3.2
SFYF SoFi 50 ETF 1.1 29 6 -6.5 -15.0
WDIV SPDR Global Dividend ETF 1.1 40 -5 12.1 +3.6
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.1 17 18 8.7 +0.3
BUZZ VanEck Social Sentiment ETF 1.1 75 -40 2.2 -6.3
RNMC Mid Cap US Equity Select ETF 1.1 60 -25 9.2 +0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 23 6.4 -2.0
CSML IQ Chaikin U.S. Small Cap ETF 1.1 35 0 7.1 -1.4
IWN iShares Russell 2000 Value ETF 1.1 23 12 6.6 -1.8
SVAL iShares US Small Cap Value Factor ETF 1.1 20 15 12.7 +4.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.1 70 -35 13.4 +5.0
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 20 5.8 -2.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.1 75 -40 6.8 -1.6
PY Principal Shareholder Yield Index ETF 1.1 15 20 8.5 +0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 28 6.1 -2.3
AHOY Newday Ocean Health ETF 1.1 75 -40 6.7 -1.8
ACWI iShares MSCI ACWI ETF 1.1 32 3 6.9 -1.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 71 -36 12.7 +4.3
TMFC Motley Fool 100 Index ETF 1.1 50 -15 4.7 -3.7
FDWM Fidelity Women's Leadership ETF 1.1 59 -24 6.1 -2.3
EES WisdomTree SmallCap Earnings Fund 1.1 38 -3 13.2 +4.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.1 20 15 5.4 -3.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.1 39 -4 12.7 +4.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.0 25 10 10.3 +1.9
NTZG Nuveen Global Net Zero Transition ETF 1.0 55 -20 5.9 -2.6
DFAT Dimensional U.S. Targeted Value ETF 1.0 29 6 10.0 +1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.0 52 -17 7.3 -1.1
TPHD Timothy Plan High Dividend Stock ETF 1.0 52 -17 7.4 -1.0
VT Vanguard Total World Stock ETF 1.0 7 28 7.0 -1.4
HLGE Hartford Longevity Economy ETF 1.0 44 -9 9.1 +0.6
PEXL Pacer US Export Leaders ETF 1.0 60 -25 7.2 -1.2
VXF Vanguard Extended Market Index Fund 1.0 6 29 4.2 -4.2
SIXS 6 Meridian Small Cap Equity ETF 1.0 100 -65 9.8 +1.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 20 4.4 -4.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 59 -24 8.7 +0.3
SPHB Invesco S&P 500 High Beta ETF 1.0 25 10 4.5 -3.9
WRND IQ Global Equity R&D Leaders ETF 1.0 18 17 7.9 -0.5
SFYX Sofi Next 500 ETF 1.0 0 35 6.9 -1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 -25 12.8 +4.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 26 6.7 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 18 7.4 -1.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 20 7.5 -0.9
LZRD Parabla Innovation ETF 1.0 69 -34 -5.1 -13.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 15 20 7.5 -1.0
VBR Vanguard Small Cap Value Index Fund 0.9 7 28 9.5 +1.1
BLOK Amplify Transformational Data Sharing ETF 0.9 71 -36 -1.5 -9.9
IMCB iShares Morningstar Mid-Cap ETF 0.9 4 31 7.2 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.9 4 31 7.2 -1.3
VFMF Vanguard U.S. Multifactor ETF 0.9 18 17 10.7 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 0.9 20 15 9.2 +0.8
SQLV Legg Mason Small-Cap Quality Value 0.9 61 -26 11.7 +3.2
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.9 127 -92 4.4 -4.0
ROSC Hartford Multifactor Small Cap ETF 0.9 34 1 12.2 +3.8
KLDW Gavekal Knowledge Leaders Developed World ETF 0.9 75 -40 6.1 -2.4
RNSC Small Cap US Equity Select ETF 0.9 60 -25 9.5 +1.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.9 15 20 6.4 -2.0
USVT US Value ETF 0.9 49 -14 12.7 +4.3
STXG Strive 1000 Growth ETF 0.8 18 17 5.4 -3.1
JHMM John Hancock Multifactor Mid Cap ETF 0.8 41 -6 8.0 -0.4
BFOR Barron's 400 ETF 0.8 65 -30 9.5 +1.1
XITK SPDR FactSet Innovative Technology ETF 0.8 45 -10 0.3 -8.1
UVDV UVA Dividend Value ETF 0.8 80 -45 7.9 -0.5
CZA Invesco Zacks Mid-Cap ETF 0.8 69 -34 7.8 -0.7
ILCG iShares Morningstar Growth ETF 0.8 4 31 5.0 -3.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 10 8.4 -0.0
VUG Vanguard Growth Index Fund 0.7 4 31 5.0 -3.4
MAGA Point Bridge GOP Stock Tracker ETF 0.7 72 -37 7.2 -1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 57 -22 15.8 +7.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -35 3.4 -5.0
SMMD iShares Russell 2500 ETF 0.7 15 20 6.5 -1.9
LCLG Logan Capital Broad Innovative Growth ETF 0.7 99 -64 6.5 -1.9
BOSS Global X Founder-Run Companies ETF 0.7 45 -10 3.3 -5.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 40 -5 4.6 -3.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.7 42 -7 6.8 -1.6
TMFX Motley Fool Next Index ETF 0.7 50 -15 3.9 -4.5
TPLC Timothy Plan US Large Cap Core ETF 0.7 52 -17 7.0 -1.4
IUSG iShares Core S&P US Growth ETF 0.7 4 31 6.5 -1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.7 52 -17 6.6 -1.9
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 -14 8.7 +0.3
VOOG Vanguard S&P 500 Growth ETF 0.6 10 25 6.4 -2.0
IVW iShares S&P 500 Growth ETF 0.6 18 17 6.3 -2.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 31 6.5 -2.0
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 -7 7.4 -1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -45 7.3 -1.2
LCF Touchstone US Large Cap Focused ETF 0.5 69 -34 5.3 -3.2
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 29 8.9 +0.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 -4 10.4 +2.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 0 9.2 +0.8
MGK Vanguard Mega Cap Growth ETF 0.5 7 28 5.0 -3.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 15 11.1 +2.7
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 0.5 17 18 6.4 -2.0
IMCV iShares Morningstar Mid-Cap Value ETF 0.5 6 29 9.4 +1.0
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 7 5.3 -3.1
TECB iShares US Tech Breakthrough Multisector ETF 0.5 40 -5 4.8 -3.6
DON WisdomTree U.S. MidCap Dividend Fund 0.4 38 -3 10.2 +1.8
JEPI JPMorgan Equity Premium Income ETF 0.4 35 0 6.3 -2.1
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.4 60 -25 5.7 -2.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 5 9.2 +0.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.4 15 20 8.9 +0.5
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.4 36 -1 8.9 +0.5
VR Global X Metaverse ETF 0.4 50 -15 6.2 -2.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 0 12.2 +3.8
FXL First Trust Technology AlphaDEX Fund 0.3 61 -26 5.9 -2.5
PAVE Global X U.S. Infrastructure Development ETF 0.3 47 -12 7.7 -0.8
WTRE WisdomTree New Economy Real Estate Fund 0.3 58 -23 5.3 -3.1
VOE Vanguard Mid-Cap Value Index Fund 0.3 7 28 8.9 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 15 20 5.0 -3.5
BTHM BlackRock Future U.S. Themes ETF 0.3 60 -25 6.3 -2.1
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.3 47 -12 -0.8 -9.2
JAVA JPMorgan Active Value ETF 0.3 44 -9 7.1 -1.3
BLES Inspire Global Hope Large Cap ETF 0.3 49 -14 7.6 -0.8
IWFH iShares Virtual Work and Life Multisector ETF 0.2 47 -12 -1.3 -9.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 0 8.0 -0.5
JGRO JPMorgan Active Growth ETF 0.2 44 -9 4.4 -4.1
IWF iShares Russell 1000 Growth ETF 0.2 18 17 5.5 -2.9
VONG Vanguard Russell 1000 Growth Index Fund 0.2 8 27 5.6 -2.8
QGRO American Century STOXX U.S. Quality Growth ETF 0.2 29 6 6.2 -2.3
IVRS iShares Future Metaverse Tech and Communications ETF 0.2 47 -12 8.8 +0.3
HAPI Harbor Corporate Culture ETF 0.2 36 -1 5.8 -2.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.2 30 5 5.6 -2.8
PKW Invesco Buyback Achievers ETF 0.2 64 -29 10.0 +1.6
AIEQ AI Powered Equity ETF 0.2 75 -40 2.5 -6.0
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -24 2.4 -6.0
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.1 38 -3 12.0 +3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.1 30 5 9.1 +0.7
IYW iShares U.S. Technology ETF 0.1 39 -4 5.3 -3.2
SQEW LeaderShares Equity Skew ETF 0.1 75 -40 6.0 -2.5
AVDE Avantis International Equity ETF 0.0 23 12 9.3 +0.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.0 20 15 8.0 -0.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 31 4 8.7 +0.3

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

  2018 2019 2020 2021 2022 2023E 2024E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 10.3 %
Divided by: Fwd. P/BV 1.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 8.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.50
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.