Horizon Kinetics Blockchain Development ETF
ALTAR
Score™		 3.7% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 23.8x P/Sales
ratio		 3.2x
P/BV
ratio		 3.6x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
BCDF is actively managed to broadly invest in blockchain development companies of any market capitalization from around the world.

FUND BASICS
Category Global Equities
Fund Sponsor Horizon Kinetics LLC
Website www.horizonkinetics.com/products/etf/BCDF.
Inception date Aug 01, 2022
Assets (mns) $21
Currency USD
Expense ratio 85 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 26
Wgt avg mkt cap (mns) $18,683
Large cap (>$10bn) 62.6%
Mid cap ($2-10bn) 26.6%
Small cap (<$2bn) 10.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CBOE HOLDINGS INC 7.5 %
URBANA CORP 7.1 %
CASH & OTHER 6.9 %
TMX GROUP INC 5.5 %
CACI INTERNATIONAL INC -CL A 5.4 %
SINGAPORE EXCHANGE LTD 5.2 %
INTERCONTINENTALEXCHANGE INC 5.1 %
DEUTSCHE BOERSE AG 4.8 %
NASDAQ OMX GROUP/THE 4.7 %
HAWAIIAN ELECTRIC INDS 4.4 %
Total 56.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 45.0 %
SINGAPORE 6.4 %
CANADA 5.3 %
JAPAN 4.8 %
GERMANY 4.7 %
AUSTRALIA 2.9 %
BRITAIN 2.5 %
NETHERLANDS 1.3 %
NEW ZEALAND 0.4 %
ISRAEL 0.0 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
5.8% 18.0% -- -- 7.9%

Market Correlations
versus... Beta R-squared
S&P500 0.52 37%
MSCI EAFE 0.69 47%
MSCI Emg. Mkts. 0.51 30%

Technical Indicators
Recent close $31.44
30d moving avg. $31.21
Annualized volatility 13.7%
Short interest (ETF) 0.5%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 2
Turnover 0.3%
Bid/Ask (% of price) 1.01%
ADV underlying (mns) $1,427

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Horizon Kinetics Blockchain Development ETF ETF based on the alternatives' overlap in portfolio holdings with BCDF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BCDF Expense: 85 bp ALTAR Score™: 3.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BCDF
Ticker Fund
Name		 Overlap1
vs BCDF
(%)		 Expense
ratio
(bp)		 Savings
vs BCDF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs BCDF
(%)
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 17.5 40 45 4.3 +0.6
KCE State Street SPDR S&P Capital Markets ETF 13.9 35 50 6.4 +2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.9 38 47 5.4 +1.7
FDFF Fidelity Disruptive Finance ETF 9.4 50 35 5.6 +1.9
TOLL Tema Durable Quality ETF 9.4 75 10 4.3 +0.6
MDCP VictoryShares THB Mid Cap ESG ETF 8.6 55 30 4.7 +0.9
CWS AdvisorShares Focused Equity ETF 8.1 84 1 4.8 +1.1
JEDI Defiance Drone and Modern Warfare ETF 8.0 69 16 1.1 -2.6
IHAK iShares Cybersecurity & Tech ETF 7.6 47 38 4.4 +0.7
ITOL Tema International Durable Quality ETF 6.8 60 25 5.2 +1.5
BEEZ Honeytree U.S. Equity ETF 6.0 64 21 3.7 -0.0
NUDV Nuveen ESG Dividend ETF 5.9 26 59 6.3 +2.6
BLOK Amplify Transformational Data Sharing ETF 5.6 75 10 -0.0 -3.8
SPAM Themes Cybersecurity ETF 5.5 35 50 2.7 -1.0
RUNN Running Oak Efficient Growth ETF 5.4 58 27 4.8 +1.1
SRHQ SRH U.S. Quality ETF 5.4 35 50 6.6 +2.9
IYF iShares U.S. Financials ETF 5.4 40 45 6.0 +2.3
FICS First Trust International Developed Capital Strength ETF 5.3 70 15 6.8 +3.1
DIVS SmartETFs Dividend Builder ETF 5.3 65 20 4.7 +1.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.2 49 36 4.1 +0.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 5.2 40 45 6.8 +3.0
STCE Schwab Crypto Thematic ETF 5.1 30 55 3.2 -0.5
ASLV Allspring Special Large Value ETF 5.1 35 50 5.4 +1.6
AUSF Global X Adaptive U.S. Factor ETF 4.8 27 58 8.1 +4.4
IYG iShares US Financial Services ETF 4.7 40 45 5.5 +1.8
EUDV ProShares MSCI Europe Dividend Growers ETF 4.5 55 30 5.7 +2.0
ALTL Pacer Lunt Large Cap Alternator ETF 4.3 60 25 4.9 +1.1
BLCR iShares Large Cap Core Active ETF 4.2 36 49 3.2 -0.5
HGRO Hedgeye Quality Growth ETF 4.1 70 15 3.6 -0.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.1 12 73 5.5 +1.8
EWS iShares MSCI Singapore ETF 4.1 50 35 4.2 +0.5
PFI Invesco Dorsey Wright Financial Momentum ETF 4.0 60 25 5.1 +1.4
NUMV Nuveen ESG Mid-Cap Value ETF 3.9 31 54 5.9 +2.2
EUFN iShares MSCI Europe Financials ETF 3.9 51 34 7.4 +3.7
XLF Financial Select Sector SPDR 3.9 8 77 6.0 +2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.8 25 60 4.9 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 3.8 25 60 5.0 +1.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.8 60 25 5.4 +1.7
VFH Vanguard Financials ETF 3.7 9 76 6.4 +2.7
BGDV Bahl & Gaynor Dividend ETF 3.6 45 40 4.2 +0.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.5 29 56 6.7 +3.0
CGDG Capital Group Dividend Growers ETF 3.4 47 38 5.3 +1.5
BOUT Innovator IBD Breakout Opportunities ETF 3.3 81 4 3.3 -0.4
OSEA Harbor International Compounders ETF 3.3 55 30 4.3 +0.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 20 5.2 +1.5
AQEC AQE Core ETF 3.2 49 36 5.3 +1.6
NULV Nuveen ESG Large-Cap Value ETF 3.1 26 59 5.5 +1.8
FNCL Fidelity MSCI Financials Index ETF 3.1 8 77 6.4 +2.7
IXG iShares Global Financials ETF 3.1 42 43 6.6 +2.8
RNMC First Trust Mid Cap US Equity Select ETF 3.1 60 25 6.7 +3.0
FSCS First Trust SMID Capital Strength ETF 3.0 60 25 7.0 +3.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.0 75 10 5.8 +2.1
CGIE Capital Group International Equity ETF 3.0 54 31 4.8 +1.0
RNSC Furst Trust Small Cap US Equity Select ETF 3.0 60 25 4.7 +1.0
BEEX BeeHive ETF 2.9 84 1 4.0 +0.3
EWG iShares MSCI Germany ETF 2.9 50 35 6.2 +2.4
MOAT VanEck Morningstar Wide Moat ETF 2.9 46 39 5.8 +2.1
BLCV iShares Large Cap Value Active ETF 2.8 53 32 6.8 +3.1
VUSV Vanguard Wellington U.S. Value Active ETF 2.8 30 55 6.0 +2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.8 52 33 5.0 +1.3
DAX Global X DAX Germany ETF 2.8 21 64 6.4 +2.7
CZAR Themes Natural Monopoly ETF 2.7 35 50 5.5 +1.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.7 70 15 4.7 +1.0
FXL First Trust Technology AlphaDEX Fund 2.7 61 24 6.2 +2.5
EFAD ProShares MSCI EAFE Dividend Growers ETF 2.7 50 35 5.8 +2.1
JGLO JPMorgan Global Select Equity ETF 2.7 33 52 4.5 +0.8
FTDS First Trust Dividend Strength ETF 2.6 70 15 7.0 +3.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 67 5.3 +1.5
VNSE Natixis Vaughan Nelson Select ETF 2.6 80 5 3.6 -0.1
TMFX Motley Fool Next Index ETF 2.6 50 35 3.2 -0.5
DAK Dakota Active Equity ETF 2.6 43 42 4.0 +0.3
TMFG Motley Fool Global Opportunities ETF 2.6 85 0 4.0 +0.3
DIVZ TrueShares Low Volatility Equity Income ETF 2.5 65 20 6.0 +2.2
UDI USCF Dividend Income Fund 2.5 65 20 6.8 +3.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.5 49 36 5.3 +1.6
AGQI First Trust Active Global Quality Income ETF 2.5 85 0 6.7 +3.0
MDLV Morgan Dempsey Large Cap Value ETF 2.5 58 27 5.9 +2.1
DIVL Madison Dividend Value ETF 2.5 65 20 4.8 +1.1
KAT Scharf ETF 2.5 87 -2 6.2 +2.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 2.5 32 53 5.3 +1.6
JOET Virtus Terranova US Quality Momentum ETF 2.5 29 56 4.1 +0.3
USMV iShares MSCI USA Min Vol Factor ETF 2.5 15 70 5.3 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.5 58 27 4.9 +1.2
PWB Invesco Large Cap Growth ETF 2.5 56 29 2.3 -1.4
NBDS Neuberger Berman Disrupters ETF 2.5 55 30 1.0 -2.8
FLGR Franklin FTSE Germany ETF 2.5 9 76 6.8 +3.0
BDIV AAM Brentview Dividend Growth ETF 2.4 49 36 3.8 +0.1
VIGI Vanguard International Dividend Appreciation ETF 2.4 10 75 6.2 +2.5
JSTC Adasina Social Justice All Cap Global ETF 2.4 89 -4 4.8 +1.1
USMF WisdomTree U.S. Multifactor Fund 2.3 28 57 6.7 +2.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.3 65 20 8.0 +4.3
MISL First Trust Indxx Aerospace & Defense ETF 2.3 60 25 1.6 -2.1
INCE Franklin Income Equity Focus ETF 2.3 29 56 5.4 +1.7
FVD First Trust Value Line Dividend Index Fund 2.3 65 20 5.7 +2.0
FTGS First Trust Growth Strength ETF 2.2 60 25 3.8 +0.0
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 72 5.8 +2.1
IQLT iShares MSCI Intl Quality Factor ETF 2.2 30 55 5.6 +1.9
RJDI RJ Eagle GCM Dividend Select Income ETF 2.2 55 30 4.7 +1.0
FTCS First Trust Capital Strength ETF 2.2 55 30 5.5 +1.8
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 5 5.9 +2.2
PSCF Invesco S&P SmallCap Financials ETF 2.1 29 56 9.0 +5.3
QUVU Hartford Quality Value ETF 2.1 46 39 5.9 +2.2
DSTX Distillate International Fundamental Stability & Value ETF 2.1 55 30 6.7 +3.0
DWMF WisdomTree International Multifactor Fund 2.1 38 47 6.6 +2.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 33 5.3 +1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.0 20 65 6.0 +2.3
SHRY First Trust Bloomberg Shareholder Yield ETF 2.0 60 25 8.4 +4.7
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 62 5.7 +2.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.0 80 5 3.7 0.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.0 49 36 5.4 +1.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.0 20 65 7.5 +3.8
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 46 7.9 +4.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.9 35 50 5.8 +2.1
SPMO Invesco S&P 500 Momentum ETF 1.9 13 72 3.7 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.9 59 26 2.0 -1.7
PSET Principal Quality ETF 1.9 15 70 5.1 +1.4
STXD Strive 1000 Dividend Growth ETF 1.9 35 50 4.7 +0.9
IETC iShares U.S. Tech Independence Focused ETF 1.9 18 67 3.4 -0.3
FLGB Franklin FTSE United Kingdom ETF 1.9 9 76 6.8 +3.0
PPA Invesco Aerospace & Defense ETF 1.9 58 27 1.8 -2.0
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 33 7.8 +4.1
BUL Pacer US Cash Cows Growth ETF 1.8 60 25 3.5 -0.2
CVAR Cultivar ETF 1.8 87 -2 7.1 +3.4
KONG Formidable Fortress ETF 1.8 89 -4 5.4 +1.6
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.8 59 26 8.9 +5.2
XOEF iShares S&P 500 ex S&P 100 ETF 1.8 20 65 5.0 +1.2
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 67 5.9 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.7 35 50 5.5 +1.8
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 40 4.7 +1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.7 40 45 5.4 +1.7
EWU iShares MSCI United Kingdom ETF 1.7 50 35 7.1 +3.4
XITK State Street SPDR FactSet Innovative Technology ETF 1.7 45 40 0.2 -3.5
FCTE SMI 3Fourteen Full-Cycle Trend ETF 1.6 85 0 4.4 +0.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.6 45 40 5.6 +1.9
TMFM Motley Fool Mid-Cap Growth ETF 1.6 85 0 2.2 -1.5
JGRW Jensen Quality Growth ETF 1.6 57 28 4.3 +0.6
CIBR First Trust NASDAQ Cybersecurity ETF 1.6 60 25 4.8 +1.1
PTL Inspire 500 ETF 1.6 9 76 4.8 +1.0
JHDV John Hancock U.S. High Dividend ETF 1.6 34 51 6.6 +2.8
ABFL Abacus FCF Leaders ETF 1.6 59 26 4.1 +0.3
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 35 4.3 +0.5
DMXF iShares ESG Advanced MSCI EAFE ETF 1.6 12 73 5.2 +1.5
PRAY FIS Christian Stock Fund 1.5 69 16 4.1 +0.4
LIVR Intelligent Livermore ETF 1.5 69 16 2.9 -0.9
RCGE RockCreek Global Equality ETF 1.5 95 -10 6.3 +2.6
OPTZ Optimize Strategy Index ETF 1.5 50 35 4.1 +0.4
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.5 22 63 5.5 +1.8
XT iShares Exponential Technologies ETF 1.5 46 39 4.4 +0.7
FDVV Fidelity High Dividend ETF 1.5 15 70 7.1 +3.4
TPHD Timothy Plan High Dividend Stock ETF 1.5 52 33 6.0 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 73 3.8 +0.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 50 7.0 +3.3
VIG Vanguard Dividend Appreciation ETF 1.4 5 80 5.2 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.4 38 47 7.0 +3.3
DGLO First Trust RBA Deglobalization ETF 1.4 70 15 5.5 +1.8
CZA Invesco Zacks Mid-Cap ETF 1.4 72 13 6.2 +2.4
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 75 4.3 +0.6
FLDZ RiverNorth Patriot ETF 1.4 75 10 5.8 +2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.4 54 31 5.8 +2.1
PWV Invesco Large Cap Value ETF 1.4 55 30 6.5 +2.8
LOWV AB US Low Volatility Equity ETF 1.4 48 37 4.5 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 65 5.7 +2.0
BITQ Bitwise Crypto Industry Innovators ETF 1.4 85 0 -2.5 -6.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.4 20 65 5.7 +2.0
ABEQ Absolute Select Value ETF 1.4 85 0 4.3 +0.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -4 8.2 +4.5
VOE Vanguard Mid-Cap Value ETF 1.3 7 78 7.0 +3.3
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 42 3.8 +0.1
EFG iShares MSCI EAFE Growth ETF 1.3 36 49 4.0 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 43 5.7 +2.0
FDEV Fidelity International Multifactor ETF 1.3 18 67 7.1 +3.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.3 15 70 5.2 +1.5
TMFC Motley Fool 100 Index ETF 1.3 50 35 3.3 -0.4
RFFC ALPS Active Equity Opportunity ETF 1.3 48 37 3.9 +0.2
NUDM Nuveen ESG International Developed Markets Equity ETF 1.3 31 54 5.8 +2.1
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 76 5.8 +2.1
MVAL VanEck Morningstar Wide Moat Value ETF 1.3 49 36 6.3 +2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 75 4.0 +0.3
NIXT Research Affiliates Deletions ETF 1.2 9 76 7.2 +3.5
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 73 5.4 +1.7
GURU Global X Guru Index ETF 1.2 75 10 2.6 -1.1
SIZE iShares MSCI USA Size Factor ETF 1.2 15 70 5.8 +2.1
PFM Invesco Dividend Achievers ETF 1.2 53 32 4.9 +1.2
VO Vanguard Mid-Cap ETF 1.2 4 81 5.5 +1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 76 5.5 +1.8
VTV Vanguard Value ETF 1.2 4 81 6.1 +2.4
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 20 7.5 +3.8
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.2 40 45 4.6 +0.8
DEUS Xtrackers Russell US Multifactor ETF 1.2 17 68 6.7 +3.0
ACVF American Conservative Values ETF 1.2 75 10 4.0 +0.3
NULC Nuveen ESG Large-Cap ETF 1.1 21 64 4.3 +0.6
AVMC Avantis U.S. Mid Cap Equity ETF 1.1 18 67 6.3 +2.6
FDLO Fidelity Low Volatility Factor ETF 1.1 15 70 5.0 +1.3
FEZ SPDR EURO STOXX 50 ETF 1.1 29 56 6.0 +2.3
SUSA iShares MSCI USA ESG Select ETF 1.1 25 60 4.4 +0.7
IWS iShares Russell Mid-Cap Value ETF 1.1 23 62 6.4 +2.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 75 4.1 +0.3
DIVN Horizon Dividend Income ETF 1.1 70 15 6.6 +2.9
IWR iShares Russell Midcap ETF 1.1 19 66 5.7 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 81 6.0 +2.2
GVLU Gotham 1000 Value ETF 1.1 50 35 8.4 +4.6
IDHQ Invesco S&P International Developed High Quality ETF 1.1 29 56 5.9 +2.1
IDMO Invesco S&P International Developed Momentum ETF 1.1 25 60 5.4 +1.7
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.1 80 5 5.4 +1.7
MGV Vanguard Mega Cap Value ETF 1.1 7 78 5.7 +2.0
NUSC Nuveen ESG Small-Cap ETF 1.1 31 54 5.3 +1.5
VUSE Vident U.S. Equity Strategy ETF 1.1 50 35 4.0 +0.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 47 9.4 +5.7
SMOT VanEck Morningstar SMID Moat ETF 1.1 49 36 6.8 +3.0
IWP iShares Russell Mid-Cap Growth ETF 1.0 23 62 3.0 -0.8
ARKF ARK Fintech Innovation ETF 1.0 75 10 0.3 -3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 21 1.4 -2.3
CHGX AXS Change Finance ESG ETF 1.0 49 36 5.0 +1.3
ROUS Hartford Multifactor US Equity ETF 1.0 19 66 5.7 +2.0
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 81 6.3 +2.6
VONV Vanguard Russell 1000 Value ETF 1.0 7 78 5.9 +2.1
IWD iShares Russell 1000 Value ETF 1.0 19 66 5.8 +2.0
DIHP Dimensional International High Profitability ETF 1.0 29 56 5.9 +2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 78 5.7 +2.0
JIRE JPMorgan International Research Enhanced Equity ETF 1.0 24 61 6.0 +2.3
IGRO iShares International Dividend Growth ETF 1.0 15 70 6.9 +3.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 25 6.0 +2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 1.0 12 73 5.8 +2.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 79 2.9 -0.8
ESGD iShares ESG Aware MSCI EAFE ETF 1.0 20 65 6.0 +2.3
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 55 5.3 +1.6
WWJD Inspire International ETF 1.0 80 5 6.5 +2.7
XDAT Franklin Exponential Data ETF 1.0 50 35 1.4 -2.4
SXQG ETC 6 Meridian Quality Growth ETF 1.0 100 -15 3.0 -0.7
BLES Inspire Global Hope ETF 1.0 61 24 6.1 +2.3
IQSI IQ Candriam International Equity ETF 1.0 15 70 5.8 +2.1
DSI iShares MSCI KLD 400 Social ETF 1.0 25 60 4.6 +0.8
IWX iShares Russell Top 200 Value ETF 1.0 20 65 5.4 +1.7
VOT Vanguard Mid-Cap Growth ETF 1.0 7 78 3.3 -0.4
ADME Aptus Drawdown Managed Equity ETF 1.0 79 6 3.7 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 15 9.9 +6.2
FDRR Fidelity Dividend ETF for Rising Rates 1.0 15 70 6.2 +2.5
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -5 8.4 +4.7
BFOR ALPS Barron's 400 ETF 1.0 65 20 5.2 +1.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.0 48 37 5.7 +1.9
DGRO iShares Core Dividend Growth ETF 1.0 8 77 5.8 +2.1
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 30 4.3 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.0 9 76 4.7 +1.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.0 40 45 3.6 -0.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 1.0 30 55 6.2 +2.4
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 9 3.5 -0.3
ISCB iShares Morningstar Small-Cap ETF 0.9 4 81 5.7 +2.0
RSP Invesco S&P 500 Equal Weight ETF 0.9 20 65 6.2 +2.5
DVGR DAC 3D Dividend Growth ETF 0.9 65 20 5.0 +1.3
IEV iShares Europe ETF 0.9 67 18 6.1 +2.3
DIM WisdomTree International MidCap Dividend Fund 0.9 58 27 6.4 +2.6
EZU iShares MSCI Eurozone ETF 0.9 52 33 5.9 +2.2
IFRA iShares U.S. Infrastructure ETF 0.9 30 55 5.8 +2.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 60 5.9 +2.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.9 12 73 5.5 +1.8
IDLV Invesco S&P International Developed Low Volatility ETF 0.9 25 60 6.3 +2.6
PRXV Praxis Impact Large Cap Value ETF 0.9 36 49 5.9 +2.2
MDY SPDR S&P Midcap 400 ETF Trust 0.9 23 62 6.2 +2.5
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 70 4.5 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 56 6.0 +2.3
FSGS First Trust SMID Growth Strength ETF 0.9 60 25 5.0 +1.3
VEGN US Vegan Climate ETF 0.9 60 25 4.3 +0.6
FLEE Franklin FTSE Europe ETF 0.9 9 76 6.5 +2.8
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 79 8.2 +4.5
GINN Goldman Sachs Innovate Equity ETF 0.9 52 33 4.1 +0.4
SMOX Horizon Small/Mid Cap Core Equity ETF 0.9 75 10 5.6 +1.9
FLRG Fidelity U.S. Multifactor ETF 0.9 15 70 6.2 +2.4
KRMA Global X Conscious Companies ETF 0.9 43 42 5.7 +1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.9 30 55 7.6 +3.9
ENHU iShares Enhanced Large Cap Core Active ETF 0.9 22 63 4.5 +0.8
FDWM Fidelity Women's Leadership ETF 0.9 59 26 3.7 -0.0
WCEO Hypatia Women CEO ETF 0.9 85 0 5.1 +1.4
FIDU Fidelity MSCI Industrial Index ETF 0.9 8 77 3.8 +0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 79 3.7 -0.0
VGK Vanguard FTSE Europe ETF 0.8 6 79 6.8 +3.0
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.8 19 66 5.4 +1.7
QLTY GMO U.S. Quality ETF 0.8 50 35 4.3 +0.6
IJH iShares Core S&P Mid-Cap ETF 0.8 5 80 6.4 +2.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 82 6.5 +2.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 78 6.4 +2.7
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.8 46 39 5.7 +2.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 50 3.3 -0.4
ITAN Sparkline Intangible Value ETF 0.8 50 35 6.5 +2.8
LST Leuthold Select Industries ETF 0.8 91 -6 5.3 +1.6
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 20 3.9 +0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.8 20 65 6.4 +2.7
SPEU SPDR Portfolio Europe ETF 0.8 7 78 6.7 +3.0
IEUR iShares Core MSCI Europe ETF 0.8 11 74 6.6 +2.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.8 25 60 4.5 +0.8
AFLG First Trust Active Factor Large Cap ETF 0.8 55 30 5.4 +1.7
VFMO Vanguard U.S. Momentum Factor ETF 0.8 13 72 1.9 -1.9
BBEU JPMorgan BetaBuilders Europe ETF 0.8 9 76 6.4 +2.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.8 15 70 3.3 -0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.8 8 77 4.7 +1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.8 15 70 4.4 +0.7
IUSV iShares Core S&P US Value ETF 0.8 4 81 6.1 +2.3
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 68 4.3 +0.6
VOOV Vanguard S&P 500 Value ETF 0.8 7 78 5.9 +2.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.8 4 81 5.9 +2.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.8 36 49 4.4 +0.7
IVE iShares S&P 500 Value ETF 0.8 18 67 5.8 +2.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 75 4.4 +0.7
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.8 20 65 5.8 +2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.8 19 66 5.2 +1.4
OALC OneAscent Large Cap Core ETF 0.8 86 -1 3.8 +0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.8 7 78 4.7 +1.0
GKAT Scharf Global Opportunity ETF 0.8 57 28 6.0 +2.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 10 75 9.7 +5.9
VBR Vanguard Small Cap Value ETF 0.8 7 78 8.3 +4.6
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 67 9.6 +5.9
STXK Strive Small-Cap ETF 0.8 18 67 5.5 +1.8
EPP iShares MSCI Pacific ex-Japan ETF 0.8 47 38 5.0 +1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 81 5.9 +2.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.8 15 70 9.7 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.8 9 76 5.0 +1.3
EZM WisdomTree U.S. MidCap Fund 0.8 38 47 8.5 +4.7
JEPI JPMorgan Equity Premium Income ETF 0.8 35 50 4.9 +1.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.8 45 40 5.9 +2.2
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -23 3.3 -0.4
SFTY Horizon Managed Risk ETF 0.7 77 8 3.8 +0.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 7 78 6.7 +3.0
JHMD John Hancock Multifactor Developed International ETF 0.7 39 46 6.3 +2.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 82 6.9 +3.2
STOX Horizon Core Equity ETF 0.7 70 15 3.9 +0.2
IJR iShares Core S&P Small Cap ETF 0.7 6 79 6.8 +3.1
VIS Vanguard Industrials ETF 0.7 9 76 3.8 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 67 5.0 +1.3
EFA iShares MSCI EAFE ETF 0.7 35 50 5.9 +2.2
FELV Fidelity Enhanced Large Cap Value ETF 0.7 18 67 6.1 +2.3
SNPE Xtrackers S&P 500 ESG ETF 0.7 10 75 4.7 +1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.7 10 75 4.0 +0.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.7 15 70 4.0 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 46 8.3 +4.6
IJT iShares S&P Small-Cap 600 Growth ETF 0.7 18 67 4.0 +0.2
VXF Vanguard Extended Market ETF 0.7 5 80 4.1 +0.4
FQAL Fidelity Quality Factor ETF 0.7 15 70 5.1 +1.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 43 4.4 +0.7
BKCH Global X Blockchain ETF 0.7 50 35 -3.5 -7.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.7 15 70 4.7 +0.9
JHML John Hancock Multifactor Large Cap ETF 0.7 29 56 4.8 +1.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 68 5.3 +1.6
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.7 35 50 5.9 +2.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 65 6.0 +2.3
IMFL Invesco International Developed Dynamic Multifactor ETF 0.7 34 51 5.4 +1.6
ILCV iShares Morningstar Value ETF 0.7 4 81 5.6 +1.9
GSID Goldman Sachs MarketBeta International Equity ETF 0.7 20 65 6.1 +2.3
XMAG Defiance Large Cap ex-Mag 7 ETF 0.7 35 50 4.7 +1.0
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.7 36 49 5.5 +1.8
EQAL Invesco Russell 1000 Equal Weight ETF 0.7 20 65 6.3 +2.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.7 15 70 8.3 +4.6
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 67 8.3 +4.6
CIL VictoryShares International Volatility Wtd ETF 0.7 45 40 5.8 +2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.7 24 61 7.4 +3.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.7 10 75 8.4 +4.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 73 6.7 +3.0
STXG Strive 1000 Growth ETF 0.7 18 67 3.6 -0.2
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 57 5.9 +2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 73 4.8 +1.1
IEFA iShares Core MSCI EAFE ETF 0.6 7 78 6.3 +2.5
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 70 4.7 +1.0
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.6 14 71 5.6 +1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.6 9 76 4.7 +1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 57 5.7 +1.9
STXI Strive International Developed Markets ETF 0.6 29 56 6.2 +2.4
TOPC iShares S&P 500 3% Capped ETF 0.6 15 70 4.7 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 26 5.3 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 63 5.1 +1.4
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 76 4.6 +0.9
DIVB iShares Core Dividend ETF 0.6 5 80 7.6 +3.9
TPIF Timothy Plan International ETF 0.6 62 23 5.6 +1.9
DIVI Franklin International Core Dividend Tilt Index ETF 0.6 9 76 6.8 +3.1
TOK iShares MSCI Kokusai ETF 0.6 26 59 4.6 +0.9
MAGA Point Bridge America First ETF 0.6 72 13 5.2 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.6 29 56 4.4 +0.7
STXM Strive Mid-Cap ETF 0.6 18 67 5.7 +2.0
SCHF Schwab International Equity ETF 0.6 6 79 6.3 +2.6
IDEV iShares Core MSCI International Developed Markets ETF 0.6 4 81 6.2 +2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.6 48 37 8.2 +4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.6 20 65 5.1 +1.4
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 75 4.6 +0.9
TTAC FCF US Quality ETF 0.6 59 26 5.4 +1.7
KLMT Invesco MSCI Global Climate 500 ETF 0.6 10 75 5.4 +1.7
EWQ iShares MSCI France ETF 0.6 53 32 6.6 +2.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 56 4.3 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 20 5.0 +1.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.6 25 60 6.3 +2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 75 4.6 +0.9
TTAI FCF International Quality ETF 0.6 59 26 6.6 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.6 15 70 6.4 +2.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.6 30 55 4.4 +0.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 71 4.5 +0.8
URTH iShares MSCI World ETF 0.6 24 61 4.7 +1.0
DFAI Dimensional International Core Equity Market ETF 0.6 18 67 6.2 +2.5
VSGX Vanguard ESG International Stock ETF 0.6 10 75 7.1 +3.4
BKIE BNY Mellon International Equity ETF 0.6 4 81 6.2 +2.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.6 3 82 6.2 +2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 53 4.3 +0.6
FCPI Fidelity Stocks for Inflation ETF 0.6 15 70 6.1 +2.4
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 47 8.4 +4.6
XVV iShares ESG Screened S&P 500 ETF 0.6 8 77 4.5 +0.8
STRV Strive 500 ETF 0.6 5 80 4.5 +0.7
VEA Vanguard FTSE Developed Markets ETF 0.6 3 82 6.3 +2.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 12 10.4 +6.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 25 6.6 +2.9
LRGF iShares U.S. Equity Factor ETF 0.6 8 77 5.0 +1.3
VYM Vanguard High Dividend Yield Index ETF 0.6 6 79 6.3 +2.6
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 67 4.8 +1.0
VV Vanguard Large-Cap ETF 0.6 4 81 4.5 +0.8
DCOR Dimensional US Core Equity 1 ETF 0.6 14 71 4.9 +1.2
DFUS Dimensional U.S. Equity ETF 0.6 9 76 4.4 +0.7
IWB iShares Russell 1000 ETF 0.6 15 70 4.5 +0.8
VONE Vanguard Russell 1000 ETF 0.6 7 78 4.6 +0.9
SCHX Schwab U.S. Large-Cap ETF 0.6 3 82 4.6 +0.9
IYY iShares Dow Jones U.S. ETF 0.6 20 65 4.4 +0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.6 11 74 4.7 +1.0
VTI Vanguard Total Stock Market ETF 0.6 3 82 4.5 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 68 5.0 +1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 76 4.7 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 43 4.5 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 75 4.7 +1.0
GQI Natixis Gateway Quality Income ETF 0.6 34 51 4.7 +0.9
JIG JPMorgan International Growth ETF 0.6 55 30 3.9 +0.2
CHRI Global X S&P 500 Christian Values ETF 0.6 29 56 4.3 +0.6
SCHK Schwab 1000 Index ETF 0.5 5 80 4.6 +0.9
IWV iShares Russell 3000 ETF 0.5 20 65 4.4 +0.7
DFAS Dimensional U.S. Small Cap ETF 0.5 26 59 5.9 +2.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 82 4.7 +1.0
SCHB Schwab U.S. Broad Market ETF 0.5 3 82 4.6 +0.9
FDMO Fidelity Momentum Factor ETF 0.5 15 70 2.7 -1.0
GXLC Global X U.S. 500 ETF 0.5 2 83 4.4 +0.7
SPXV ProShares S&P 500 Ex-Health Care ETF 0.5 9 76 4.3 +0.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 65 9.0 +5.3
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 36 5.2 +1.4
DXUV Dimensional US Vector Equity ETF 0.5 28 57 5.6 +1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 74 4.5 +0.8
VTHR Vanguard Russell 3000 ETF 0.5 7 78 4.5 +0.8
SFY SoFi Select 500 ETF 0.5 0 85 4.2 +0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 82 4.5 +0.8
DFAU Dimensional US Core Equity Market ETF 0.5 12 73 4.7 +0.9
KLMN Invesco MSCI North America Climate ETF 0.5 9 76 4.7 +1.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 65 4.4 +0.6
DEW WisdomTree Global High Dividend Fund 0.5 58 27 7.4 +3.7
VFQY Vanguard U.S. Quality Factor ETF 0.5 13 72 5.9 +2.1
VB Vanguard Small-Cap ETF 0.5 5 80 5.6 +1.8
RVRB Reverb ETF 0.5 30 55 4.3 +0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 78 4.5 +0.7
PBUS Invesco MSCI USA ETF 0.5 4 81 4.6 +0.8
VOO Vanguard S&P 500 ETF 0.5 3 82 4.6 +0.9
ACWI iShares MSCI ACWI ETF 0.5 32 53 5.1 +1.3
IVV iShares Core S&P 500 ETF 0.5 3 82 4.6 +0.9
SPY SPDR S&P 500 ETF 0.5 9 76 4.5 +0.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 83 4.6 +0.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 76 4.4 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 85 4.5 +0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 48 5.7 +2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 0.5 18 67 4.3 +0.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.5 12 73 3.9 +0.2
PDP Invesco Dorsey Wright Momentum ETF 0.5 62 23 1.7 -2.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 65 4.6 +0.9
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.5 24 61 7.0 +3.3
VT Vanguard Total World Stock ETF 0.5 6 79 5.4 +1.7
DFIC Dimensional International Core Equity 2 ETF 0.5 23 62 6.4 +2.7
FUNL CornerCap Fundametrics Large-Cap ETF 0.5 50 35 6.1 +2.4
CWI SPDR MSCI ACWI ex-US ETF 0.5 30 55 6.8 +3.1
AVSD Avantis Responsible International Equity ETF 0.5 23 62 6.2 +2.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 64 3.3 -0.5
JVAL JPMorgan U.S. Value Factor ETF 0.5 12 73 7.6 +3.8
GEW Cambria Global EW ETF 0.5 29 56 5.7 +1.9
EWA iShares MSCI Australia ETF 0.5 50 35 5.4 +1.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.5 71 14 -0.6 -4.3
APUE ActivePassive U.S. Equity ETF 0.5 45 40 4.3 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 76 5.2 +1.5
STXV Strive 1000 Value ETF 0.5 18 67 7.1 +3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 60 5.3 +1.6
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.5 25 60 6.5 +2.8
FFOG Franklin Focused Growth ETF 0.5 61 24 1.8 -1.9
EWJV iShares MSCI Japan Value ETF 0.5 15 70 7.1 +3.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.5 34 51 6.7 +3.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.5 80 5 3.9 +0.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.5 35 50 6.8 +3.0
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.5 41 44 6.4 +2.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.5 39 46 7.0 +3.2
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 70 7.0 +3.2
PPIE Putnam PanAgora ESG International Equity ETF 0.5 49 36 6.7 +2.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.5 56 29 7.4 +3.7
GSPY Gotham Enhanced 500 ETF 0.4 50 35 4.8 +1.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 24 5.9 +2.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 60 6.6 +2.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 4 81 7.1 +3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 46 2.5 -1.2
ILCB iShares Morningstar U.S. Equity ETF 0.4 3 82 4.5 +0.8
RAUS RACWI US ETF 0.4 15 70 4.5 +0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 83 4.5 +0.8
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 60 5.0 +1.3
FLAU Franklin FTSE Australia ETF 0.4 9 76 5.9 +2.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.4 39 46 6.3 +2.6
WSML iShares MSCI World Small-Cap ETF 0.4 15 70 5.7 +2.0
MGC Vanguard Mega Cap ETF 0.4 7 78 4.3 +0.5
QINT American Century Quality Diversified International ETF 0.4 39 46 6.8 +3.1
HDUS Hartford Disciplined US Equity ETF 0.4 19 66 5.1 +1.4
INTF iShares International Equity Factor ETF 0.4 15 70 6.6 +2.9
VXUS Vanguard Total International Stock ETF 0.4 5 80 7.0 +3.3
USEW Cambria US EW ETF 0.4 30 55 4.4 +0.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 61 6.4 +2.7
IWL iShares Russell Top 200 ETF 0.4 15 70 4.2 +0.5
VOTE TCW Transform 500 ETF 0.4 5 80 4.5 +0.8
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 61 5.8 +2.1
IXUS iShares Core MSCI Total International Stock ETF 0.4 7 78 6.9 +3.2
XLI Industrial Select Sector SPDR 0.4 8 77 3.7 0.0
AIEQ AI Powered Equity ETF 0.4 75 10 4.1 +0.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 30 9.5 +5.7
FESM Fidelity Enhanced Small Cap ETF 0.4 28 57 2.6 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 18 8.9 +5.2
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 81 5.6 +1.9
PRF Invesco FTSE RAFI US 1000 ETF 0.4 34 51 6.1 +2.4
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 70 2.8 -0.9
DFVX Dimensional US Large Cap Vector ETF 0.4 22 63 5.6 +1.9
EPS WisdomTree U.S. LargeCap Fund 0.4 8 77 5.2 +1.4
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 70 5.5 +1.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 65 5.7 +2.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 47 8.5 +4.8
LRGC AB US Large Cap Strategic Equities ETF 0.4 48 37 4.2 +0.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 36 8.5 +4.8
QTUM Defiance Quantum ETF 0.4 40 45 4.9 +1.2
QVAL Alpha Architect US Quantitative Value ETF 0.4 39 46 9.7 +6.0
COWS Amplify Cash Flow Dividend Leaders ETF 0.4 0 85 7.7 +4.0
AKAF The Frontier Economic Fund 0.4 20 65 5.2 +1.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.4 49 36 6.2 +2.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 56 7.1 +3.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.4 18 67 6.7 +3.0
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 57 9.1 +5.4
BBCA JPMorgan BetaBuilders Canada ETF 0.4 19 66 5.6 +1.9
FLCA Franklin FTSE Canada ETF 0.4 9 76 5.7 +1.9
FENI Fidelity Enhanced International ETF 0.4 28 57 6.0 +2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.4 75 10 3.5 -0.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 25 -0.9 -4.7
DXIV Dimensional International Vector Equity ETF 0.3 34 51 6.7 +3.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 60 6.6 +2.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 73 6.6 +2.9
EWC iShares MSCI Canada ETF 0.3 50 35 5.3 +1.6
FXO First Trust Financials AlphaDEX Fund 0.3 62 23 8.6 +4.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.3 18 67 7.0 +3.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.3 25 60 6.6 +2.9
IPAC iShares Core MSCI Pacific ETF 0.3 9 76 5.7 +2.0
DFUV Dimensional US Marketwide Value ETF 0.3 22 63 6.6 +2.8
AVDE Avantis International Equity ETF 0.3 23 62 6.4 +2.7
QDF FlexShares Quality Dividend Index Fund 0.3 37 48 5.8 +2.0
SPHQ Invesco S&P 500 Quality ETF 0.3 15 70 4.9 +1.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.3 39 46 7.2 +3.5
JAVA JPMorgan Active Value ETF 0.3 44 41 5.8 +2.1
PSC Principal U.S. Small-Cap ETF 0.3 38 47 4.0 +0.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.3 30 55 6.7 +3.0
ISCF iShares International SmallCap Equity Factor ETF 0.3 23 62 7.4 +3.7
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 60 5.7 +2.0
AVUS Avantis U.S. Equity ETF 0.3 15 70 5.1 +1.4
SMMD iShares Russell 2500 ETF 0.3 15 70 6.0 +2.3
JPXN iShares JPX-Nikkei 400 ETF 0.3 48 37 5.7 +1.9
SFGV Sequoia Global Value ETF 0.3 23 62 7.4 +3.7
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 43 6.4 +2.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 70 5.4 +1.7
KNCT Invesco Next Gen Connectivity ETF 0.3 40 45 4.0 +0.3
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 81 3.5 -0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.3 50 35 8.9 +5.2
EQIN Columbia US Equity Income ETF 0.3 35 50 6.3 +2.6
VPL Vanguard FTSE Pacific ETF 0.3 7 78 5.8 +2.0
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 67 0.0 -3.7
VFMF Vanguard U.S. Multifactor ETF 0.3 18 67 7.0 +3.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 56 6.8 +3.1
ZAP Global X U.S. Electrification ETF 0.3 50 35 3.5 -0.3
SSPY Syntax Stratified LargeCap ETF 0.3 30 55 6.3 +2.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -10 -0.5 -4.2
VOOG Vanguard S&P 500 Growth ETF 0.3 7 78 3.4 -0.3
IVW iShares S&P 500 Growth ETF 0.3 18 67 3.3 -0.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 81 3.4 -0.3
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 46 3.9 +0.2
AIVI WisdomTree International AI Enhanced Value Fund 0.3 58 27 6.4 +2.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 50 6.5 +2.7
DWM WisdomTree International Equity Fund 0.3 48 37 5.8 +2.0
DFLV Dimensional US Large Cap Value ETF 0.3 22 63 6.5 +2.8
EWJ iShares MSCI Japan ETF 0.2 50 35 5.2 +1.5
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.2 60 25 5.1 +1.4
EBI Longview Advantage ETF 0.2 35 50 6.3 +2.6
IUS Invesco RAFI Strategic US ETF 0.2 19 66 6.1 +2.3
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 66 5.6 +1.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.2 12 73 3.6 -0.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 33 6.9 +3.2
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 50 4.4 +0.7
EXI iShares Global Industrials ETF 0.2 42 43 3.7 -0.0
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 76 5.4 +1.7
FLJP Franklin FTSE Japan ETF 0.2 9 76 5.7 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 76 4.1 +0.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 31 5.7 +2.0
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 38 5.0 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 81 5.6 +1.9
SAGP Strategas Global Policy Opportunities ETF 0.2 65 20 4.8 +1.1
VALQ American Century U.S. Quality Value ETF 0.2 29 56 7.3 +3.6
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.2 58 27 5.5 +1.8
SCHA Schwab U.S. Small-Cap ETF 0.2 4 81 4.8 +1.1
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 49 3.5 -0.3
PKW Invesco Buyback Achievers ETF 0.2 62 23 7.5 +3.8
GLOF iShares Global Equity Factor ETF 0.2 20 65 6.0 +2.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 25 5.0 +1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 65 4.4 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 66 5.3 +1.6
VBK Vanguard Small-Cap Growth ETF 0.2 7 78 1.4 -2.4
MFMO Motley Fool Momentum Factor ETF 0.2 50 35 2.4 -1.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.2 20 65 4.9 +1.2
DUHP Dimensional US High Profitability ETF 0.2 21 64 5.4 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 40 7.1 +3.4
RWL Invesco S&P 500 Revenue ETF 0.2 39 46 6.2 +2.4
ILCG iShares Morningstar Growth ETF 0.2 4 81 3.4 -0.3
EES WisdomTree U.S. SmallCap Fund 0.2 38 47 8.4 +4.7
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 67 4.8 +1.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 45 5.8 +2.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.2 42 43 5.9 +2.2
RECS Columbia Research Enhanced Core ETF 0.2 15 70 5.7 +1.9
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.2 12 73 7.2 +3.5
IWN iShares Russell 2000 Value ETF 0.2 24 61 5.2 +1.5
VTWV Vanguard Russell 2000 Value ETF 0.2 10 75 5.3 +1.6
JGRO JPMorgan Active Growth ETF 0.2 44 41 2.6 -1.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.2 35 50 5.2 +1.5
RSSL Global X Russell 2000 ETF 0.2 8 77 3.0 -0.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.2 39 46 3.8 +0.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 0.2 61 24 1.5 -2.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 0.2 61 24 -0.7 -4.5
DAPP VanEck Digital Transformation ETF 0.2 50 35 0.0 -3.7
EFV iShares MSCI EAFE Value ETF 0.2 34 51 7.7 +4.0
VPU Vanguard Utilities ETF 0.2 9 76 4.7 +1.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 80 7.9 +4.2
IWM iShares Russell 2000 ETF 0.2 19 66 2.9 -0.8
AFSM First Trust Active Factor Small Cap ETF 0.2 75 10 6.4 +2.7
SCHY Schwab International Dividend Equity ETF 0.1 14 71 8.3 +4.6
FUTY Fidelity MSCI Utilities Index ETF 0.1 8 77 4.7 +1.0
INRO iShares U.S. Industry Rotation Active ETF 0.1 42 43 3.9 +0.2
VTWO Vanguard Russell 2000 ETF 0.1 7 78 3.1 -0.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 73 3.7 -0.0
IWO iShares Russell 2000 Growth ETF 0.1 24 61 0.6 -3.1
IYJ iShares U.S. Industrials ETF 0.1 40 45 4.2 +0.4
IYW iShares U.S. Technology ETF 0.1 40 45 3.6 -0.1
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 55 4.9 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.1 15 70 5.3 +1.6
VUG Vanguard Growth ETF 0.1 4 81 3.7 -0.0
DOL WisdomTree International LargeCap Dividend Fund 0.1 48 37 6.0 +2.2
IPO Renaissance IPO ETF 0.1 60 25 2.1 -1.6
TMAT Main Thematic Innovation ETF 0.1 164 -79 -2.0 -5.7
BPAY BlackRock Future Financial and Technology ETF 0.1 70 15 6.0 +2.3
AGIX KraneShares Artificial Intelligence and Technology ETF 0.1 99 -14 1.6 -2.1
ARKK ARK Innovation ETF 0.1 75 10 -3.2 -6.9
ARKW ARK Next Generation Internet ETF 0.1 87 -2 0.8 -2.9
METV Roundhill Ball Metaverse ETF 0.1 59 26 8.8 +5.1
TRFM AAM Transformers ETF 0.1 49 36 1.2 -2.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 57 5.2 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 70 6.7 +3.0
FRGN Horizon International Equity ETF 0.1 75 10 8.6 +4.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 60 7.8 +4.1
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 66 8.1 +4.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.1 50 35 5.7 +1.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 81 3.6 -0.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 25 6.4 +2.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 36 4.3 +0.6
IWF iShares Russell 1000 Growth ETF 0.1 19 66 3.7 0.0
VONG Vanguard Russell 1000 Growth ETF 0.1 7 78 3.9 +0.1
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 35 5.8 +2.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 15 7.9 +4.2
VYMI Vanguard International High Dividend Yield ETF 0.1 17 68 8.2 +4.5
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 75 0.7 -3.0
IEDI iShares U.S. Consumer Focused ETF 0.1 18 67 5.0 +1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 46 8.1 +4.4
REVS Columbia Research Enhanced Value ETF 0.1 19 66 7.1 +3.4
QGRO American Century U.S. Quality Growth ETF 0.1 29 56 4.1 +0.4
VFVA Vanguard U.S. Value Factor ETF 0.1 13 72 9.9 +6.2
AVUQ Avantis U.S. Quality ETF 0.1 15 70 3.9 +0.2
FPX First Trust US Equity Opportunities ETF 0.1 61 24 1.0 -2.8
MADE iShares U.S. Manufacturing ETF 0.1 40 45 3.7 0.0
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 65 7.5 +3.8
FINX Global X FinTech ETF 0.1 68 17 3.2 -0.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 45 6.4 +2.6
DFIS Dimensional International Small Cap ETF 0.1 39 46 6.3 +2.6
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 60 8.4 +4.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 76 4.4 +0.7
DXJ WisdomTree Japan Hedged Equity Fund 0.1 48 37 5.5 +1.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 0.0 39 46 -1.4 -5.1
BWEB Bitwise Web3 ETF 0.0 85 0 -0.0 -3.7
IVES Wedbush ETFMG Global Cloud Technology ETF 0.0 68 17 4.6 +0.8
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 0.0 85 0 0.0 -3.7
FDNI First Trust Dow Jones International Internet ETF 0.0 65 20 23.8 +20.1
BUZZ VanEck Social Sentiment ETF 0.0 75 10 -0.7 -4.4
GXPT Global X PureCap MSCI Information Technology ETF 0.0 25 60 3.9 +0.1
IBLC iShares Blockchain and Tech ETF 0.0 47 38 -1.4 -5.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.0 20 65 0.9 -2.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.0 68 17 0.8 -2.9
WGMI Valkyrie Bitcoin Miners ETF 0.0 75 10 -3.6 -7.3
MNRS Grayscale Bitcoin Miners ETF 0.0 59 26 -2.9 -6.6
TCAI Tortoise AI Infrastructure ETF 0.0 65 20 1.7 -2.0
DLS WisdomTree International SmallCap Dividend Fund 0.0 58 27 7.6 +3.9
AVDS Avantis International Small Cap Equity ETF 0.0 30 55 6.2 +2.5
ISRA VanEck Israel ETF 0.0 59 26 6.1 +2.4
SCHC Schwab International Small-Cap Equity ETF 0.0 11 74 6.8 +3.0
EIS iShares MSCI Israel ETF 0.0 58 27 6.6 +2.9
RW Rainwater Equity ETF 0.0 125 -40 3.1 -0.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.0 8 77 6.5 +2.8
DFSV Dimensional US Small Cap Value ETF 0.0 31 54 9.3 +5.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.0 43 42 5.3 +1.5
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 70 6.2 +2.5
VGT Vanguard Information Technology ETF 0.0 9 76 3.7 -0.0

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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:		 Horizon Kinetics Blockchain Development ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.9 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 85 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.75 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.