State Street SPDR S&P Transportation ETF
ALTAR
Score™		 4.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 34.7x P/Sales
ratio		 0.8x
P/BV
ratio		 2.3x Div.
yield		 2.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Transportation 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 Transportation 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) $151
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 41
Wgt avg mkt cap (mns) $23,643
Large cap (>$10bn) 36.8%
Mid cap ($2-10bn) 39.6%
Small cap (<$2bn) 23.6%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
HUNT (JB) TRANSPRT SVCS INC 3.3 %
KIRBY CORP 3.1 %
EXPEDITORS INTL WASH INC 3.0 %
C.H. ROBINSON WORLDWIDE INC 2.9 %
KNIGHT-SWIFT TRANSPORTATION HOLDIN 2.9 %
SOUTHWEST AIRLINES CO 2.9 %
FEDEX CORP 2.9 %
LYFT INC CLASS A 2.9 %
AMERICAN AIRLINES GROUP INC 2.8 %
JOBY AVIATION, INC. 2.8 %
Total 29.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.3 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.8% -7.8% 5.5% 7.5% 9.4%

Market Correlations
versus... Beta R-squared
S&P500 1.21 61%
MSCI EAFE 1.16 41%
MSCI Emg. Mkts. 1.04 37%

Technical Indicators
Recent close $94.06
30d moving avg. $84.89
Annualized volatility 26.5%
Short interest (ETF) 2.1%
Short interest (Underlying) 6.4%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 15
Turnover 0.9%
Bid/Ask (% of price) 0.19%
ADV underlying (mns) $5,537

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 696 potential alternatives to the State Street SPDR S&P Transportation ETF ETF based on the alternatives' overlap in portfolio holdings with XTN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XTN Expense: 35 bp ALTAR Score™: 4.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XTN
Ticker Fund
Name		 Overlap1
vs XTN
(%)		 Expense
ratio
(bp)		 Savings
vs XTN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XTN
(%)
IYT iShares US Transportation ETF 51.8 40 -5 5.1 +1.1
FTXR First Trust Nasdaq Transportation ETF 34.7 60 -25 8.1 +4.1
SUPL ProShares Supply Chain Logistics ETF 33.7 58 -23 10.0 +6.0
SHPP Pacer Industrials and Logistics ETF 23.0 60 -25 8.2 +4.2
JETS U.S. Global Jets ETF 21.7 60 -25 2.6 -1.4
AIRL Themes Airlines ETF 20.9 35 0 2.3 -1.7
RSPN Invesco S&P 500 Equal Weight Industrials ETF 16.7 40 -5 5.2 +1.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 14.6 61 -26 6.8 +2.8
XLI The Industrial Select Sector SPDR Fund 14.3 8 27 4.4 +0.4
VIS Vanguard Industrials ETF 13.6 9 26 4.5 +0.5
AKAF The Frontier Economic Fund 13.3 20 15 6.2 +2.2
FIDU Fidelity MSCI Industrial Index ETF 12.9 8 27 4.4 +0.5
AIRR First Trust RBA American Industrial Renaissance ETF 12.0 70 -35 4.8 +0.8
DGLO First Trust RBA Deglobalization ETF 11.6 70 -35 6.6 +2.6
BUL Pacer US Cash Cows Growth ETF 9.0 60 -25 5.0 +1.1
EXI iShares Global Industrials ETF 9.0 42 -7 4.3 +0.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 8.4 61 -26 7.2 +3.2
HWAY Themes US Infrastructure ETF 8.4 29 6 5.9 +1.9
OND ProShares On-Demand ETF 8.0 58 -23 -0.6 -4.5
PAVE Global X U.S. Infrastructure Development ETF 7.9 47 -12 5.1 +1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 7.8 60 -25 10.5 +6.5
PSCI Invesco S&P SmallCap Industrials ETF 7.7 29 6 5.5 +1.5
AVLV Avantis U.S. Large Cap Value ETF 7.5 15 20 7.7 +3.7
IYJ iShares U.S. Industrials ETF 7.4 40 -5 4.7 +0.7
EQRR ProShares Equities for Rising Rates ETF 7.3 35 0 7.8 +3.8
SPGP Invesco S&P 500 GARP ETF 7.1 34 1 6.8 +2.8
CCFE Concourse Capital Focused Equity ETF 7.1 95 -60 2.5 -1.5
TCV Towle Value ETF 7.0 85 -50 10.9 +6.9
AVMV Avantis U.S. Mid Cap Value ETF 6.2 20 15 8.7 +4.7
QVAL Alpha Architect US Quantitative Value ETF 6.1 39 -4 10.0 +6.1
AVUV Avantis U.S. Small Cap Value ETF 5.9 25 10 9.4 +5.4
QDIV Global X S&P 500 Quality Dividend ETF 5.8 20 15 8.9 +4.9
MAGA Point Bridge America First ETF 5.7 72 -37 6.2 +2.2
GURU Global X Guru Index ETF 5.4 75 -40 2.8 -1.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 5.4 20 15 10.1 +6.1
FTA First Trust Large Cap Value AlphaDEX Fund 5.3 59 -24 8.8 +4.8
RWK Invesco S&P MidCap 400 Revenue ETF 5.3 39 -4 9.3 +5.4
ZIG Acquirers Fund 5.2 84 -49 19.7 +15.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 5.2 39 -4 -1.3 -5.3
AWAY ETFMG Travel Tech ETF 5.2 76 -41 -0.1 -4.1
SURE AdvisorShares Insiders Advantage ETF 5.1 90 -55 9.5 +5.6
ACSI American Customer Satisfaction ETF 5.1 65 -30 5.4 +1.4
IBUY Amplify Online Retail ETF 5.0 65 -30 1.7 -2.3
COWS Amplify Cash Flow Dividend Leaders ETF 5.0 0 35 11.9 +7.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.9 60 -25 6.1 +2.1
WTV WisdomTree US Value Fund of Benef Interest 4.9 12 23 8.8 +4.8
RPG Invesco S&P 500 Pure Growth ETF 4.9 35 0 3.4 -0.5
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 4.8 45 -10 1.6 -2.4
FLV American Century Focused Large Cap Value ETF 4.7 42 -7 6.7 +2.7
ISHP First Trust Nasdaq Retail ETF 4.7 60 -25 5.7 +1.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.7 30 5 8.1 +4.2
SDOG ALPS Sector Dividend Dogs ETF 4.6 36 -1 9.5 +5.5
FTCS First Trust Capital Strength ETF 4.6 55 -20 5.9 +1.9
DSTL Distillate US Fundamental Stability & Value ETF 4.6 39 -4 8.5 +4.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 4.6 60 -25 5.8 +1.8
GVIP Goldman Sachs Hedge Industry VIP ETF 4.5 45 -10 3.2 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 4.4 6 29 8.1 +4.1
DIVL Madison Dividend Value ETF 4.3 65 -30 5.4 +1.4
IYC iShares U.S. Consumer Discretionary ETF 4.2 40 -5 3.8 -0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 4.2 67 -32 9.8 +5.8
FYT First Trust Small Cap Value AlphaDEX Fund 4.2 73 -38 11.5 +7.5
EQWL Invesco S&P 100 Equal Weight ETF 4.1 25 10 6.1 +2.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.1 20 15 6.7 +2.8
TPHD Timothy Plan High Dividend Stock ETF 4.1 52 -17 7.1 +3.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.1 54 -19 7.2 +3.2
FMKT The Free Markets ETF 4.1 76 -41 4.2 +0.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.0 40 -5 6.0 +2.0
ITAN Sparkline Intangible Value ETF 3.9 50 -15 6.5 +2.5
FTDS First Trust Dividend Strength ETF 3.9 70 -35 8.4 +4.4
MDLV Morgan Dempsey Large Cap Value ETF 3.9 58 -23 7.1 +3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.9 47 -12 5.8 +1.9
VSDA VictoryShares Dividend Accelerator ETF 3.9 35 0 7.3 +3.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.8 60 -25 5.0 +1.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.8 60 -25 5.9 +1.9
SPDV AAM S&P 500 High Dividend Value ETF 3.8 29 6 11.8 +7.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.8 15 20 7.7 +3.7
NACP Impact Shares NAACP Minority Empowerment ETF 3.8 49 -14 4.7 +0.7
SYLD Cambria Shareholder Yield ETF 3.7 59 -24 12.2 +8.2
DFSV Dimensional US Small Cap Value ETF 3.7 31 4 10.1 +6.1
SPVM Invesco S&P 500 Value with Momentum ETF 3.7 39 -4 7.4 +3.4
VLUE iShares MSCI USA Value Factor ETF 3.6 15 20 9.1 +5.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.6 15 20 4.6 +0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.6 20 15 4.3 +0.3
FEGE First Eagle Global Equity ETF 3.6 79 -44 6.4 +2.5
BOAT SonicShares Global Shipping ETF 3.6 69 -34 26.5 +22.5
COWZ Pacer US Cash Cows 100 ETF 3.5 49 -14 8.3 +4.4
DFLV Dimensional US Large Cap Value ETF 3.5 22 13 7.4 +3.4
RUNN Running Oak Efficient Growth ETF 3.5 58 -23 5.1 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 -24 5.8 +1.8
AVMC Avantis U.S. Mid Cap Equity ETF 3.5 18 17 6.8 +2.8
CALF Pacer US Small Cap Cash Cows 100 ETF 3.4 59 -24 10.3 +6.3
MILN Global X Millennial Consumer ETF 3.4 50 -15 4.1 +0.1
VFVA Vanguard U.S. Value Factor ETF 3.4 13 22 10.3 +6.3
LRGE ClearBridge Large Cap Growth ESG ETF 3.4 59 -24 4.3 +0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 3.4 35 0 12.7 +8.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 15 8.2 +4.2
JAVA JPMorgan Active Value ETF 3.3 44 -9 6.3 +2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.3 35 0 6.2 +2.2
SDY State Street SPDR S&P Dividend ETF 3.3 35 0 6.8 +2.8
FLDZ RiverNorth Patriot ETF 3.3 75 -40 6.2 +2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.3 35 0 5.3 +1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.2 70 -35 2.1 -1.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.2 60 -25 4.8 +0.8
SPHB Invesco S&P 500 High Beta ETF 3.1 25 10 4.7 +0.7
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 31 6.2 +2.3
IQRA IQ CBRE Real Assets ETF 3.1 65 -30 5.8 +1.8
PTL Inspire 500 ETF 3.1 9 26 5.3 +1.3
DUHP Dimensional US High Profitability ETF 3.0 21 14 6.3 +2.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 3.0 39 -4 9.5 +5.5
VBR Vanguard Small Cap Value ETF 3.0 7 28 8.9 +4.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.0 65 -30 5.0 +1.0
BUYZ Franklin Disruptive Commerce ETF 3.0 50 -15 2.6 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.0 50 -15 8.6 +4.6
LGCF Themes US Cash Flow Champions ETF 3.0 30 5 8.0 +4.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.0 49 -14 11.1 +7.1
CGDV Capital Group Dividend Value ETF 2.9 33 2 4.6 +0.6
DFVX Dimensional US Large Cap Vector ETF 2.9 22 13 6.2 +2.3
ACTV LeaderShares Activist Leaders ETF 2.9 75 -40 5.5 +1.5
MAVF Matrix Advisors Value ETF 2.9 75 -40 5.6 +1.6
PEJ Invesco Leisure and Entertainment ETF 2.9 58 -23 1.0 -3.0
SPVU Invesco S&P 500 Enhanced Value ETF 2.9 13 22 9.8 +5.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.9 60 -25 9.9 +6.0
RECS Columbia Research Enhanced Core ETF 2.9 15 20 5.7 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.9 12 23 7.1 +3.1
NUDV Nuveen ESG Dividend ETF 2.9 26 9 7.5 +3.6
BRIF FIS Bright Portfolios Focused Equity ETF 2.8 65 -30 4.8 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.8 20 15 6.3 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 2.8 60 -25 6.8 +2.8
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -60 3.1 -0.9
VAMO Cambria Value & Momentum ETF 2.8 61 -26 6.1 +2.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.8 36 -1 10.3 +6.3
AGRW Allspring LT Large Growth ETF 2.8 35 0 3.7 -0.3
LEAD Siren DIVCON Leaders Dividend ETF 2.8 43 -8 4.4 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 2.8 28 7 5.6 +1.6
CVAR Cultivar ETF 2.8 87 -52 7.4 +3.4
DURA VanEck Durable High Dividend ETF 2.8 29 6 7.4 +3.4
VOE Vanguard Mid-Cap Value ETF 2.8 7 28 7.7 +3.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.8 12 23 7.3 +3.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.8 15 20 6.0 +2.0
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.8 45 -10 1.7 -2.3
ARKX ARK Space Exploration & Innovation ETF 2.8 75 -40 0.2 -3.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.8 25 10 11.9 +7.9
SQLV Royce Quant Small-Cap Quality Value ETF 2.7 60 -25 9.2 +5.2
DFUV Dimensional US Marketwide Value ETF 2.7 22 13 7.3 +3.3
SWP SWP Growth & Income ETF 2.7 99 -64 4.1 +0.2
QUVU Hartford Quality Value ETF 2.7 46 -11 7.3 +3.3
AVSU Avantis Responsible U.S. Equity ETF 2.7 15 20 5.8 +1.8
TMFS Motley Fool Small-Cap Growth ETF 2.7 85 -50 2.6 -1.4
PEY Invesco High Yield Equity Dividend Achievers ETF 2.7 52 -17 9.7 +5.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.7 45 -10 10.7 +6.7
MVAL VanEck Morningstar Wide Moat Value ETF 2.7 49 -14 6.9 +2.9
SCHD Schwab US Dividend Equity ETF 2.7 6 29 10.0 +6.0
DIVY Sound Equity Dividend Income ETF 2.7 45 -10 9.9 +5.9
WBIY WBI Power Factor High Dividend ETF 2.7 100 -65 13.2 +9.2
MVPA Miller Value Partners Appreciation ETF 2.7 60 -25 8.8 +4.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.7 25 10 7.7 +3.7
DFAT Dimensional U.S. Targeted Value ETF 2.7 28 7 9.8 +5.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.7 17 18 5.7 +1.8
SCHM Schwab U.S. Mid-Cap ETF 2.7 4 31 6.9 +2.9
AVUS Avantis U.S. Equity ETF 2.7 15 20 5.7 +1.7
IWS iShares Russell Mid-Cap Value ETF 2.6 23 12 7.1 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 20 7.9 +3.9
REVS Columbia Research Enhanced Value ETF 2.6 19 16 7.6 +3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 -40 5.6 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.6 52 -17 5.7 +1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.6 58 -23 5.7 +1.7
NETZ TCW Transform Systems ETF 2.6 75 -40 2.5 -1.5
BLLD JPMorgan Sustainable Infrastructure ETF 2.6 49 -14 5.9 +1.9
KAT Scharf ETF 2.6 87 -52 5.3 +1.3
GKAT Scharf Global Opportunity ETF 2.6 57 -22 6.3 +2.3
RSP Invesco S&P 500 Equal Weight ETF 2.6 20 15 6.7 +2.7
RWL Invesco S&P 500 Revenue ETF 2.6 39 -4 6.7 +2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.6 15 20 8.9 +4.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.5 15 20 5.8 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 28 5.7 +1.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 -40 2.9 -1.1
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 0 6.1 +2.1
IFRA iShares U.S. Infrastructure ETF 2.5 30 5 6.4 +2.4
PRXV Praxis Impact Large Cap Value ETF 2.5 36 -1 6.6 +2.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.5 40 -5 6.0 +2.0
MDY SPDR S&P Midcap 400 ETF Trust 2.5 24 11 7.0 +3.0
IJH iShares Core S&P Mid-Cap ETF 2.5 5 30 7.1 +3.2
PNQI Invesco NASDAQ Internet ETF 2.5 60 -25 3.7 -0.3
DXUV Dimensional US Vector Equity ETF 2.5 28 7 6.0 +2.0
TMFM Motley Fool Mid-Cap Growth ETF 2.5 85 -50 2.9 -1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 -15 4.1 +0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 10 25 5.9 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.5 9 26 6.2 +2.2
QGRO American Century U.S. Quality Growth ETF 2.4 29 6 3.9 -0.1
DSMC Distillate Small/Mid Cash Flow ETF 2.4 55 -20 12.6 +8.7
EBI Longview Advantage ETF 2.4 35 0 6.7 +2.7
MOAT VanEck Morningstar Wide Moat ETF 2.4 46 -11 6.1 +2.1
NIXT Research Affiliates Deletions ETF 2.4 9 26 7.9 +3.9
LST Leuthold Select Industries ETF 2.4 91 -56 5.7 +1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 7 28 7.2 +3.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.4 3 32 7.2 +3.2
FBCV Fidelity Blue Chip Value ETF 2.4 59 -24 7.2 +3.3
SNPV Xtrackers S&P 500 Value ESG ETF 2.4 15 20 6.7 +2.8
SMRI Bushido Capital US Equity ETF 2.4 71 -36 9.9 +5.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 31 5.9 +1.9
VNSE Natixis Vaughan Nelson Select ETF 2.3 80 -45 4.8 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -25 4.3 +0.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.3 60 -25 1.3 -2.7
ISCV iShares Morningstar Small Cap Value ETF 2.3 6 29 8.3 +4.3
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 18 6.9 +2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 2.3 18 17 8.5 +4.5
SIZE iShares MSCI USA Size Factor ETF 2.3 15 20 6.2 +2.2
STXV Strive 1000 Value ETF 2.3 18 17 8.1 +4.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.3 15 20 4.6 +0.7
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 26 6.2 +2.3
USCF Themes US Cash Flow Champions ETF 2.3 29 6 8.3 +4.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.3 55 -20 4.6 +0.6
NBDS Neuberger Berman Disrupters ETF 2.3 55 -20 0.8 -3.2
SAMM Strategas Macro Momentum ETF 2.3 66 -31 2.3 -1.7
FBOT Fidelity Disruptive Automation ETF 2.3 50 -15 3.4 -0.6
FDCF Fidelity Disruptive Communications ETF 2.3 50 -15 3.9 -0.1
LGRO Level Four Large Cap Growth Active ETF 2.3 55 -20 4.1 +0.2
RND First Trust Bloomberg R&D Leaders ETF 2.3 60 -25 3.1 -0.9
XNTK State Street SPDR NYSE Technology ETF 2.3 35 0 3.6 -0.4
LOUP Innovator Deepwater Frontier Tech ETF 2.3 70 -35 1.0 -3.0
TOGA Tremblant Global ETF 2.3 69 -34 1.6 -2.4
LOGO Alpha Brands Consumption Leaders ETF 2.3 69 -34 3.1 -0.9
DUNK Dana Unconstrained Equity ETF 2.3 75 -40 2.4 -1.6
IEDI iShares U.S. Consumer Focused ETF 2.3 18 17 5.7 +1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 2.3 70 -35 10.5 +6.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.3 30 5 10.4 +6.4
BDIV AAM Brentview Dividend Growth ETF 2.3 49 -14 4.3 +0.4
ASCE Allspring SMID Core ETF 2.3 38 -3 9.2 +5.2
ISMD Inspire Small/Mid Cap ETF 2.3 54 -19 5.2 +1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.3 20 15 4.7 +0.8
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -41 4.7 +0.7
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 31 6.7 +2.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.2 15 20 8.6 +4.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 31 5.7 +1.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.2 47 -12 8.8 +4.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.2 10 25 8.6 +4.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.2 85 -50 3.0 -0.9
VTV Vanguard Value ETF 2.2 4 31 6.8 +2.8
FVD First Trust Value Line Dividend Index Fund 2.2 65 -30 6.3 +2.3
AFLG First Trust Active Factor Large Cap ETF 2.2 55 -20 6.4 +2.4
FDM First Trust Dow Jones Select MicroCap Index Fund 2.2 60 -25 7.7 +3.7
GDIV Harbor Dividend Growth Leaders ETF 2.2 50 -15 5.2 +1.2
DIVB iShares Core Dividend ETF 2.2 5 30 8.1 +4.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 11 7.3 +3.3
DGT State Street SPDR Global Dow ETF 2.2 50 -15 6.5 +2.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -26 5.6 +1.6
IWD iShares Russell 1000 Value ETF 2.2 19 16 6.3 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 2.2 25 10 7.5 +3.6
FELG Fidelity Enhanced Large Cap Growth ETF 2.2 18 17 4.8 +0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.1 58 -23 4.5 +0.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.1 12 23 6.0 +2.1
FELV Fidelity Enhanced Large Cap Value ETF 2.1 18 17 6.7 +2.7
VONV Vanguard Russell 1000 Value ETF 2.1 7 28 6.5 +2.5
CSTK Invesco Comstock Contrarian Equity ETF 2.1 35 0 6.7 +2.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.1 15 20 7.2 +3.2
IWR iShares Russell Midcap ETF 2.1 19 16 6.2 +2.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.1 35 0 7.5 +3.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 -20 5.9 +1.9
EZM WisdomTree U.S. MidCap Fund 2.1 38 -3 8.5 +4.6
IJS iShares S&P Small-Cap 600 Value ETF 2.1 18 17 9.6 +5.6
FELC Fidelity Enhanced Large Cap Core ETF 2.1 18 17 5.3 +1.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.1 56 -21 6.2 +2.2
CSD Invesco S&P Spin-Off ETF 2.1 65 -30 3.9 -0.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 18 5.4 +1.5
SVAL iShares US Small Cap Value Factor ETF 2.1 20 15 8.5 +4.5
RJDI RJ Eagle GCM Dividend Select Income ETF 2.1 55 -20 5.4 +1.5
ISCB iShares Morningstar Small-Cap ETF 2.1 4 31 5.7 +1.7
VB Vanguard Small-Cap ETF 2.1 5 30 6.0 +2.0
MGV Vanguard Mega Cap Value ETF 2.1 7 28 6.4 +2.4
CAML Congress Large Cap Growth ETF 2.1 66 -31 3.4 -0.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.0 18 17 6.4 +2.4
SFYX SoFi Next 500 ETF 2.0 0 35 5.8 +1.9
CGGR Capital Group Growth ETF 2.0 39 -4 3.4 -0.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.0 60 -25 6.4 +2.4
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 10 7.2 +3.2
ACVF American Conservative Values ETF 2.0 75 -40 4.3 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 2.0 25 10 7.2 +3.2
DIVN Horizon Dividend Income ETF 2.0 70 -35 7.7 +3.7
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 26 5.5 +1.5
STXM Strive Mid-Cap ETF 2.0 18 17 6.3 +2.4
DCOR Dimensional US Core Equity 1 ETF 2.0 14 21 5.3 +1.4
FTGS First Trust Growth Strength ETF 2.0 60 -25 4.5 +0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.0 40 -5 7.4 +3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 2.0 12 23 6.5 +2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 26 3.8 -0.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.0 35 0 9.7 +5.7
VFLO VictoryShares Free Cash Flow ETF 2.0 39 -4 9.9 +5.9
DFNV Donoghue Forlines Innovation ETF 2.0 69 -34 4.5 +0.6
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 12 6.0 +2.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -13 6.2 +2.2
VO Vanguard Mid-Cap ETF 2.0 4 31 5.9 +2.0
XOEF iShares S&P 500 ex S&P 100 ETF 2.0 20 15 5.6 +1.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.0 49 -14 6.1 +2.1
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -25 5.7 +1.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 20 9.6 +5.6
GOP Unusual Whales Subversive Republican Trading ETF 1.9 50 -15 5.3 +1.4
HDV iShares Core High Dividend ETF 1.9 8 27 7.1 +3.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 6 7.4 +3.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.9 80 -45 6.9 +2.9
OALC OneAscent Large Cap Core ETF 1.9 86 -51 4.1 +0.2
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 -25 7.0 +3.0
IWX iShares Russell Top 200 Value ETF 1.9 20 15 6.0 +2.0
DFAS Dimensional U.S. Small Cap ETF 1.9 26 9 6.5 +2.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.9 35 0 7.3 +3.3
IUS Invesco RAFI Strategic US ETF 1.9 19 16 6.8 +2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 0 5.1 +1.2
BKWO BNY Mellon Women's Opportunities ETF 1.9 50 -15 3.9 -0.1
DIVE Dana Concentrated Dividend ETF 1.9 65 -30 7.7 +3.7
SFGV Sequoia Global Value ETF 1.9 23 12 8.2 +4.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 10 25 9.5 +5.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.9 45 -10 4.5 +0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.9 35 0 4.1 +0.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 30 7.9 +3.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.9 35 0 5.7 +1.7
PRNT 3D Printing ETF 1.9 66 -31 1.8 -2.2
XSHQ Invesco S&P SmallCap Quality ETF 1.8 29 6 7.6 +3.6
PEXL Pacer US Export Leaders ETF 1.8 60 -25 4.5 +0.6
HGRO Hedgeye Quality Growth ETF 1.8 70 -35 3.6 -0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 29 4.2 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 29 2.9 -1.1
SEMG Suncoast Select Growth ETF 1.8 60 -25 4.4 +0.4
FUNL CornerCap Fundametrics Large-Cap ETF 1.8 50 -15 7.1 +3.1
AIQ Global X Artificial Intelligence & Technology ETF 1.8 68 -33 3.6 -0.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 1.8 56 -21 2.9 -1.1
AFSM First Trust Active Factor Small Cap ETF 1.8 75 -40 7.4 +3.4
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -7 6.6 +2.6
DON WisdomTree U.S. MidCap Dividend Fund 1.8 38 -3 9.0 +5.0
VYM Vanguard High Dividend Yield Index ETF 1.8 6 29 6.9 +3.0
FVAL Fidelity Value Factor ETF 1.8 15 20 6.7 +2.7
CGDG Capital Group Dividend Growers ETF 1.8 47 -12 6.0 +2.0
IUSV iShares Core S&P US Value ETF 1.8 4 31 6.3 +2.4
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 -4 6.7 +2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 15 5.1 +1.1
XJR iShares ESG Screened S&P Small-Cap ETF 1.7 12 23 7.4 +3.4
GCOW Pacer Global Cash Cows Dividend ETF 1.7 60 -25 10.3 +6.3
VOOV Vanguard S&P 500 Value ETF 1.7 7 28 6.2 +2.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 15 6.0 +2.0
WCEO Hypatia Women CEO ETF 1.7 85 -50 3.1 -0.8
JEPI JPMorgan Equity Premium Income ETF 1.7 35 0 5.7 +1.7
IVE iShares S&P 500 Value ETF 1.7 18 17 6.1 +2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.7 20 15 3.0 -1.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.7 4 31 6.2 +2.2
SXQG ETC 6 Meridian Quality Growth ETF 1.7 100 -65 4.9 +1.0
JHMM John Hancock Multifactor Mid Cap ETF 1.7 42 -7 6.2 +2.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 18 5.9 +1.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.7 75 -40 1.2 -2.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 6 4.7 +0.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.7 65 -30 6.3 +2.3
SSPY Syntax Stratified LargeCap ETF 1.7 30 5 6.7 +2.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 10 5.4 +1.4
DIVG Invesco S&P 500 High Dividend Growers ETF 1.7 39 -4 8.4 +4.5
KRMA Global X Conscious Companies ETF 1.7 43 -8 6.0 +2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.7 7 28 5.1 +1.1
TMFX Motley Fool Next Index ETF 1.7 50 -15 3.1 -0.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.7 49 -14 4.3 +0.3
PBW Invesco WilderHill Clean Energy ETF 1.7 66 -31 -3.0 -7.0
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 25 5.0 +1.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 4 6.8 +2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.7 19 16 5.5 +1.5
ULVM VictoryShares US Value Momentum ETF 1.7 20 15 7.3 +3.3
SMAP Amplify Small-Mid Cap Equity ETF 1.7 60 -25 5.5 +1.5
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.7 60 -25 1.9 -2.1
OGIG ALPS O'Shares Global Internet Giants ETF 1.7 48 -13 2.2 -1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.7 19 16 6.2 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 10 4.9 +1.0
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 17 5.1 +1.1
STXK Strive Small-Cap ETF 1.7 18 17 5.9 +1.9
ECML Euclidean Fundamental Value ETF 1.7 95 -60 9.9 +6.0
JGRO JPMorgan Active Growth ETF 1.7 44 -9 3.6 -0.4
ILCV iShares Morningstar Value ETF 1.7 4 31 6.2 +2.3
STXD Strive 1000 Dividend Growth ETF 1.6 35 0 5.0 +1.0
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 6 4.9 +0.9
VFMF Vanguard U.S. Multifactor ETF 1.6 18 17 7.6 +3.6
TMFC Motley Fool 100 Index ETF 1.6 50 -15 3.5 -0.5
GQI Natixis Gateway Quality Income ETF 1.6 34 1 5.1 +1.1
FESM Fidelity Enhanced Small Cap ETF 1.6 28 7 3.2 -0.8
TOPC iShares S&P 500 3% Capped ETF 1.6 15 20 5.0 +1.1
NULV Nuveen ESG Large-Cap Value ETF 1.6 26 9 6.2 +2.2
JHDV John Hancock U.S. High Dividend ETF 1.6 34 1 6.8 +2.8
MGMT Ballast Small/Mid Cap ETF 1.6 110 -75 8.3 +4.3
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 22 3.0 -1.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.6 15 20 6.6 +2.6
YALL God Bless America ETF 1.6 65 -30 4.6 +0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.6 8 27 4.9 +0.9
DFAU Dimensional US Core Equity Market ETF 1.6 12 23 5.0 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.6 15 20 7.5 +3.5
VALQ American Century U.S. Quality Value ETF 1.6 29 6 7.8 +3.9
IJR iShares Core S&P Small Cap ETF 1.6 6 29 7.4 +3.4
BFOR ALPS Barron's 400 ETF 1.6 65 -30 5.8 +1.9
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -17 7.0 +3.0
EPS WisdomTree U.S. LargeCap Fund 1.6 8 27 5.7 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 26 4.9 +0.9
SCHA Schwab U.S. Small-Cap ETF 1.5 4 31 5.5 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 25 5.2 +1.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.5 55 -20 10.2 +6.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.5 39 -4 9.2 +5.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 24 4.9 +0.9
HDUS Hartford Disciplined US Equity ETF 1.5 19 16 5.8 +1.8
JHML John Hancock Multifactor Large Cap ETF 1.5 29 6 5.3 +1.4
XMMO Invesco S&P MidCap Momentum ETF 1.5 34 1 4.3 +0.3
SMMD iShares Russell 2500 ETF 1.5 15 20 6.6 +2.6
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 10 5.0 +1.0
PY Principal Value ETF 1.5 15 20 7.2 +3.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.5 12 23 7.9 +3.9
GSPY Gotham Enhanced 500 ETF 1.5 50 -15 5.2 +1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 24 5.1 +1.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.5 12 23 7.2 +3.3
IWN iShares Russell 2000 Value ETF 1.5 24 11 6.2 +2.2
CHRI Global X S&P 500 Christian Values ETF 1.5 29 6 4.6 +0.6
VXF Vanguard Extended Market ETF 1.5 5 30 4.4 +0.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 32 7.5 +3.5
HLAL Wahed FTSE USA Shariah ETF 1.5 50 -15 4.6 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 28 4.8 +0.9
VTWV Vanguard Russell 2000 Value ETF 1.5 10 25 6.3 +2.3
ROSC Hartford Multifactor Small Cap ETF 1.5 34 1 8.7 +4.7
FQAL Fidelity Quality Factor ETF 1.5 15 20 5.8 +1.9
TTAC FCF US Quality ETF 1.5 59 -24 6.2 +2.2
XVV iShares ESG Screened S&P 500 ETF 1.5 8 27 4.8 +0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.5 15 20 4.9 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 1.5 37 -2 6.2 +2.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 4.0 +0.0
VIOO Vanguard S&P Small-Cap 600 ETF 1.4 7 28 7.4 +3.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 26 4.7 +0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.4 12 23 4.7 +0.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 4.9 +1.0
VOTE TCW Transform 500 ETF 1.4 5 30 4.9 +0.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 35 4.9 +0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 21 4.9 +0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.4 48 -13 8.8 +4.8
LRGC AB US Large Cap Strategic Equities ETF 1.4 48 -13 4.5 +0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 33 5.0 +1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -40 4.1 +0.1
GVLU Gotham 1000 Value ETF 1.4 50 -15 9.4 +5.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 32 5.1 +1.1
CCSO Carbon Collective Climate Solutions US Equity ETF 1.4 35 0 1.2 -2.7
QDF FlexShares Quality Dividend Index Fund 1.4 37 -2 6.2 +2.3
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 -3 4.5 +0.6
DGRO iShares Core Dividend Growth ETF 1.4 8 27 6.5 +2.5
DARP Grizzle Growth ETF 1.4 75 -40 2.8 -1.1
VONE Vanguard Russell 1000 ETF 1.4 7 28 4.9 +1.0
RNIN Bushido Capital US SMID Cap Equity ETF 1.4 70 -35 12.3 +8.3
VTI Vanguard Total Stock Market ETF 1.4 3 32 4.8 +0.9
IWB iShares Russell 1000 ETF 1.4 15 20 4.8 +0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -29 1.2 -2.8
DSI iShares MSCI KLD 400 Social ETF 1.4 25 10 4.9 +0.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 6 6.4 +2.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 26 4.8 +0.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 15 4.6 +0.7
DFUS Dimensional U.S. Equity ETF 1.3 9 26 4.8 +0.8
VTHR Vanguard Russell 3000 ETF 1.3 7 28 4.8 +0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 32 4.8 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 23 4.6 +0.6
DVND Touchstone Dividend Select ETF 1.3 67 -32 5.5 +1.6
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 -15 5.9 +1.9
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 32 4.8 +0.8
SCHB Schwab U.S. Broad Market ETF 1.3 3 32 4.9 +1.0
IWV iShares Russell 3000 ETF 1.3 20 15 4.7 +0.7
SCHK Schwab 1000 Index ETF 1.3 5 30 5.0 +1.0
SUSA iShares MSCI USA ESG Select ETF 1.3 25 10 4.6 +0.7
VOO Vanguard S&P 500 ETF 1.3 3 32 4.9 +1.0
SCHX Schwab U.S. Large-Cap ETF 1.3 3 32 5.0 +1.0
IVV iShares Core S&P 500 ETF 1.3 3 32 4.9 +0.9
SPY SPDR S&P 500 ETF 1.3 9 26 4.8 +0.9
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 33 4.9 +0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 25 5.0 +1.0
JVAL JPMorgan U.S. Value Factor ETF 1.3 12 23 7.7 +3.7
QLTY GMO U.S. Quality ETF 1.3 50 -15 4.6 +0.6
SPHQ Invesco S&P 500 Quality ETF 1.3 15 20 5.6 +1.6
PFM Invesco Dividend Achievers ETF 1.3 53 -18 5.3 +1.3
OPTZ Optimize Strategy Index ETF 1.3 50 -15 4.8 +0.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 10 8.4 +4.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.3 38 -3 9.7 +5.7
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 20 4.8 +0.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.3 30 5 4.8 +0.8
SFY SoFi Select 500 ETF 1.3 0 35 4.5 +0.5
RPV Invesco S&P 500 Pure Value ETF 1.3 35 0 10.0 +6.0
APUE ActivePassive U.S. Equity ETF 1.3 45 -10 4.6 +0.6
VV Vanguard Large-Cap ETF 1.3 4 31 4.8 +0.8
SFTY Horizon Managed Risk ETF 1.3 77 -42 4.2 +0.2
STOX Horizon Core Equity ETF 1.3 70 -35 4.2 +0.3
NUSC Nuveen ESG Small-Cap ETF 1.3 31 4 5.1 +1.1
BIBL Inspire 100 ETF 1.3 35 0 5.2 +1.2
FDRR Fidelity Dividend ETF for Rising Rates 1.3 15 20 6.8 +2.8
FSCS First Trust SMID Capital Strength ETF 1.3 60 -25 7.2 +3.2
GXLC Global X U.S. 500 ETF 1.3 2 33 4.8 +0.8
RAUS RACWI US ETF 1.3 15 20 4.9 +0.9
FPAG FPA Global Equity ETF 1.3 49 -14 5.7 +1.7
FDTX Fidelity Disruptive Technology ETF 1.3 50 -15 2.7 -1.3
LCLG Logan Capital Broad Innovative Growth ETF 1.3 99 -64 3.8 -0.2
LCF Touchstone US Large Cap Focused ETF 1.3 69 -34 4.3 +0.3
VIG Vanguard Dividend Appreciation ETF 1.2 5 30 5.5 +1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 17 4.6 +0.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 15 7.1 +3.1
IYY iShares Dow Jones U.S. ETF 1.2 20 15 4.7 +0.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 28 10.9 +6.9
DAK Dakota Active Equity ETF 1.2 43 -8 4.4 +0.5
CZAR Themes Natural Monopoly ETF 1.2 35 0 5.5 +1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.2 75 -40 7.6 +3.6
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 25 4.9 +1.0
GINX SGI Enhanced Global Income ETF 1.2 98 -63 7.8 +3.8
ROUS Hartford Multifactor US Equity ETF 1.2 19 16 6.9 +3.0
KLMN Invesco MSCI North America Climate ETF 1.2 9 26 5.0 +1.0
STRV Strive 500 ETF 1.2 5 30 4.8 +0.8
RVRB Reverb ETF 1.2 30 5 4.6 +0.6
IWL iShares Russell Top 200 ETF 1.2 15 20 4.5 +0.6
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -14 5.9 +1.9
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -7 4.7 +0.7
MGC Vanguard Mega Cap ETF 1.2 7 28 4.6 +0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 9.0 +5.0
PBUS Invesco MSCI USA ETF 1.2 4 31 4.9 +0.9
WLDR Affinity World Leaders Equity ETF 1.2 67 -32 7.7 +3.7
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 20 5.9 +1.9
DTD WisdomTree U.S. Total Dividend Fund 1.1 28 7 6.3 +2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -35 5.1 +1.1
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 20 6.8 +2.9
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -44 3.9 -0.0
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 10 5.3 +1.3
DFSU Dimensional US Sustainability Core 1 ETF 1.1 18 17 5.3 +1.3
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 -30 8.2 +4.2
SMCF Themes US Small Cap Cash Flow Champions ETF 1.1 29 6 11.3 +7.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 7 6.0 +2.0
TXS Texas Capital Texas Equity Index ETF 1.1 49 -14 6.1 +2.1
ABOT Abacus FCF Innovation Leaders ETF 1.1 69 -34 5.3 +1.4
XSMO Invesco S&P SmallCap Momentum ETF 1.1 39 -4 4.4 +0.5
OEF iShares S&P 100 ETF 1.1 20 15 4.4 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 26 5.5 +1.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.1 18 17 5.3 +1.3
SPXM Azoria 500 Meritocracy ETF 1.1 47 -12 4.5 +0.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.1 35 0 7.2 +3.2
DEEP Roundhill Acquirers Deep Value ETF 1.1 80 -45 19.1 +15.1
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 31 4.2 +0.2
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 23 5.9 +1.9
YOKE Yoke Core ETF 1.0 42 -7 5.0 +1.0
IWM iShares Russell 2000 ETF 1.0 19 16 3.5 -0.5
RSSL Global X Russell 2000 ETF 1.0 8 27 3.5 -0.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.0 15 20 5.3 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 10 25 5.5 +1.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.0 29 6 6.9 +2.9
VTWO Vanguard Russell 2000 ETF 1.0 7 28 3.6 -0.4
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 22 6.0 +2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -30 2.1 -1.9
ALRG Allspring LT Large Core ETF 1.0 28 7 4.4 +0.5
VOOG Vanguard S&P 500 Growth ETF 1.0 7 28 4.2 +0.2
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -50 4.1 +0.2
IVW iShares S&P 500 Growth ETF 1.0 18 17 4.0 -0.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 31 4.1 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 6 7.7 +3.8
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 -1 3.7 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -25 4.9 +0.9
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.9 15 20 4.6 +0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 26 5.1 +1.1
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 7 4.4 +0.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 0 3.6 -0.4
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -24 2.9 -1.1
XMLV Invesco S&P MidCap Low Volatility ETF 0.9 25 10 7.4 +3.4
RGEF Rockefeller Global Equity ETF 0.9 55 -20 4.6 +0.6
ILCG iShares Morningstar Growth ETF 0.9 4 31 3.8 -0.2
ESGV Vanguard ESG U.S. Stock ETF 0.9 9 26 4.8 +0.8
SRHQ SRH U.S. Quality ETF 0.9 35 0 7.3 +3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 -4 3.0 -1.0
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 17 3.6 -0.4
BLES Inspire Global Hope ETF 0.9 61 -26 6.8 +2.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.9 14 21 5.0 +1.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 23 4.0 +0.0
ABFL Abacus FCF Leaders ETF 0.9 59 -24 5.0 +1.0
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -15 4.3 +0.3
TOK iShares MSCI Kokusai ETF 0.9 26 9 4.9 +0.9
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -45 11.4 +7.5
IQM Franklin Intelligent Machines ETF 0.9 50 -15 2.1 -1.9
PSC Principal U.S. Small-Cap ETF 0.9 38 -3 6.8 +2.8
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 5 5.7 +1.7
TRFM AAM Transformers ETF 0.9 49 -14 1.3 -2.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.9 52 -17 6.2 +2.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.9 15 20 5.7 +1.7
DIVZ TrueShares Low Volatility Equity Income ETF 0.8 65 -30 6.4 +2.4
STXG Strive 1000 Growth ETF 0.8 18 17 3.8 -0.1
EES WisdomTree U.S. SmallCap Fund 0.8 38 -3 8.4 +4.4
URTH iShares MSCI World ETF 0.8 24 11 4.9 +1.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.8 40 -5 7.5 +3.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.8 49 -14 6.1 +2.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 -5 4.6 +0.7
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 25 5.6 +1.6
JPEF JPMorgan Equity Focus ETF 0.8 50 -15 4.4 +0.4
PRAY FIS Christian Stock Fund 0.8 69 -34 5.1 +1.2
RDVY First Trust Rising Dividend Achievers ETF 0.8 50 -15 6.2 +2.3
VBK Vanguard Small-Cap Growth ETF 0.8 7 28 1.7 -2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.8 20 15 5.3 +1.3
VOT Vanguard Mid-Cap Growth ETF 0.8 7 28 3.5 -0.5
MGK Vanguard Mega Cap Growth ETF 0.8 7 28 4.4 +0.4
VT Vanguard Total World Stock ETF 0.8 6 29 5.7 +1.7
FFND Future Fund Active ETF 0.8 100 -65 3.8 -0.2
ACWI iShares MSCI ACWI ETF 0.7 32 3 5.3 +1.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 31 3.8 -0.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.7 43 -8 6.0 +2.0
VEGN US Vegan Climate ETF 0.7 60 -25 4.6 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 14 3.8 -0.2
CGUS Capital Group Core Equity ETF 0.7 33 2 4.4 +0.4
VUG Vanguard Growth ETF 0.7 4 31 4.3 +0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.7 29 6 4.7 +0.7
IWY iShares Russell Top 200 Growth ETF 0.7 20 15 4.3 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 17 3.8 -0.2
TEXN iShares Texas Equity ETF 0.7 20 15 6.2 +2.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 26 5.3 +1.3
FDWM Fidelity Women's Leadership ETF 0.7 59 -24 4.9 +0.9
CVY Invesco Zacks Multi-Asset Income ETF 0.7 106 -71 11.6 +7.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 5 6.7 +2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 26 4.8 +0.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 -3 8.9 +4.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.7 38 -3 6.4 +2.4
BGIG Bahl & Gaynor Income Growth ETF 0.7 45 -10 5.2 +1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -24 2.1 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 5.4 +1.4
VONG Vanguard Russell 1000 Growth ETF 0.7 7 28 4.5 +0.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.7 49 -14 7.0 +3.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.7 20 15 5.3 +1.3
IWF iShares Russell 1000 Growth ETF 0.6 19 16 4.2 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 0.6 125 -90 6.8 +2.8
OEI Optimized Equity Income ETF 0.6 75 -40 3.9 -0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.6 18 17 7.8 +3.8
BUZZ VanEck Social Sentiment ETF 0.6 75 -40 -0.8 -4.8
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 10 6.9 +2.9
FDLO Fidelity Low Volatility Factor ETF 0.6 15 20 5.5 +1.5
YNOT Horizon Digital Frontier ETF 0.6 75 -40 3.2 -0.8
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 13 5.8 +1.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.6 60 -25 3.7 -0.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 15 -4.4 -8.4
TAX Cambria Tax Aware ETF 0.6 49 -14 6.0 +2.0
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -17 3.7 -0.3
IWO iShares Russell 2000 Growth ETF 0.6 24 11 0.8 -3.2
VTWG Vanguard Russell 2000 Growth ETF 0.6 10 25 0.9 -3.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 -7 5.2 +1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -25 5.3 +1.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -45 7.5 +3.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 17 5.7 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.6 24 11 8.2 +4.2
AVUQ Avantis U.S. Quality ETF 0.6 15 20 4.4 +0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -45 4.4 +0.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.6 35 0 7.2 +3.2
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -12 5.2 +1.2
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 8 8.8 +4.8
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -39 8.3 +4.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -44 5.8 +1.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.5 38 -3 7.8 +3.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.5 35 0 7.8 +3.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 -14 3.7 -0.3
QQQ Invesco QQQ Trust Series I 0.5 20 15 4.2 +0.2
QQQM Invesco NASDAQ 100 ETF 0.5 15 20 4.3 +0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.5 49 -14 4.9 +1.0
LRGF iShares U.S. Equity Factor ETF 0.5 8 27 5.5 +1.5
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 6 6.8 +2.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 -4 4.8 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 20 5.4 +1.4
EQIN Columbia US Equity Income ETF 0.5 35 0 6.9 +2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 0 6.0 +2.0
SFYF SoFi Social 50 ETF 0.5 29 6 1.0 -3.0
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 -27 2.0 -2.0
GEW Cambria Global EW ETF 0.5 29 6 5.9 +1.9
FDMO Fidelity Momentum Factor ETF 0.5 15 20 3.7 -0.3
HLGE Hartford Longevity Economy ETF 0.5 44 -9 6.4 +2.4
RCGE RockCreek Global Equality ETF 0.5 95 -60 6.6 +2.6
SPYA Twin Oak Endure ETF 0.4 80 -45 -0.5 -4.4
WRND IQ Global Equity R&D Leaders ETF 0.4 18 17 7.6 +3.6
USMV iShares MSCI USA Min Vol Factor ETF 0.4 15 20 5.7 +1.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -25 -0.9 -4.9
QUAL iShares MSCI USA Quality Factor ETF 0.4 15 20 5.2 +1.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -30 1.9 -2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -45 6.4 +2.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -60 -0.4 -4.4
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 12 3.3 -0.7
PKW Invesco Buyback Achievers ETF 0.4 62 -27 7.9 +3.9
NATO Themes Transatlantic Defense ETF 0.3 35 0 2.2 -1.8
FDVV Fidelity High Dividend ETF 0.3 15 20 7.6 +3.6
FCPI Fidelity Stocks for Inflation ETF 0.3 15 20 8.0 +4.0
IWC iShares Micro-Cap ETF 0.3 60 -25 -1.3 -5.3
USXF iShares ESG Advanced MSCI USA ETF 0.3 10 25 4.7 +0.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 22 5.9 +1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -36 -1.4 -5.4
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 15 5.7 +1.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.2 36 -1 4.9 +1.0
GLOF iShares Global Equity Factor ETF 0.2 20 15 6.7 +2.7
USMF WisdomTree U.S. Multifactor Fund 0.2 28 7 7.4 +3.4
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 15 4.3 +0.3
SPMO Invesco S&P 500 Momentum ETF 0.2 13 22 4.0 -0.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.2 12 23 4.9 +1.0
NULC Nuveen ESG Large-Cap ETF 0.2 21 14 4.7 +0.7
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 9 3.5 -0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -25 6.9 +2.9
HKND Humankind US Stock ETF 0.2 11 24 7.1 +3.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.1 25 10 6.0 +2.0
JSTC Adasina Social Justice All Cap Global ETF 0.1 89 -54 4.8 +0.8
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 0 4.8 +0.8
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -24 4.3 +0.3
AIEQ AI Powered Equity ETF 0.1 75 -40 4.8 +0.8
LVOL American Century Low Volatility ETF 0.1 29 6 5.1 +1.1
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 20 3.1 -0.8
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -55 3.8 -0.2

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 Transportation ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.3 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 4.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.68 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.