First Trust Nasdaq Lux Digital Health Solutions ETF
ALTAR
Score™		 0.4% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 57.7x P/Sales
ratio		 3.9x
P/BV
ratio		 5.0x Div.
yield		 -0.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
EKG tracks a market cap-weighted index of globally-listed companies engaged in digital health technologies.

FUND BASICS
Category Global Equities
Fund Sponsor First Trust
Website www.ftportfolios.com/Retail/etf/etfSummary.aspx?Ticker=EKG
Inception date Mar 22, 2022
Assets (mns) $4
Currency USD
Expense ratio 65 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $34,619
Large cap (>$10bn) 64.1%
Mid cap ($2-10bn) 28.7%
Small cap (<$2bn) 7.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
IQVIA HOLDINGS INC 9.0 %
VEEVA SYSTEMS INC-CLASS A 7.9 %
DEXCOM INC 7.5 %
GUARDANT HEALTH, INC. 6.1 %
RESMED INC 5.9 %
ILLUMINA INC 5.6 %
INTUITIVE SURGICAL INC 5.2 %
NATERA INC 4.9 %
OSCAR HEALTH, INC. CLASS A 4.1 %
ALIGN TECHNOLOGY INC 3.4 %
Total 59.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.5 %
NETHERLANDS 3.0 %
COSTA RICA 1.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
3.3% 15.1% -- -- -0.2%

Market Correlations
versus... Beta R-squared
S&P500 0.91 26%
MSCI EAFE 0.64 19%
MSCI Emg. Mkts. 0.28 8%

Technical Indicators
Recent close $20.19
30d moving avg. $19.10
Annualized volatility 23.9%
Short interest (ETF) 1.0%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.5%
Bid/Ask (% of price) 0.29%
ADV underlying (mns) $2,581

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 593 potential alternatives to the First Trust Nasdaq Lux Digital Health Solutions ETF ETF based on the alternatives' overlap in portfolio holdings with EKG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: EKG Expense: 65 bp ALTAR Score™: 0.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH EKG
Ticker Fund
Name		 Overlap1
vs EKG
(%)		 Expense
ratio
(bp)		 Savings
vs EKG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs EKG
(%)
GNOM Global X Genomics & Biotechnology ETF 25.6 50 15 -2.3 -2.7
FDHT Fidelity Digital Health ETF 24.7 39 26 1.8 +1.3
HTEC ROBO Global Healthcare Technology and Innovation ETF 23.3 68 -3 2.1 +1.7
FMED Fidelity Disruptive Medicine ETF 21.4 50 15 -1.1 -1.5
ARKG ARK Genomic Revolution ETF 21.2 75 -10 -1.1 -1.5
HELX Franklin Genomic Advancements ETF 19.5 50 15 -1.3 -1.7
IHI iShares U.S. Medical Devices ETF 18.6 40 25 4.6 +4.2
FXH First Trust Health Care AlphaDEX Fund 16.0 62 3 4.3 +3.9
BBH VanEck Biotech ETF 14.7 35 30 4.9 +4.5
XHE State Street SPDR S&P Health Care Equipment ETF 14.2 35 30 3.3 +2.9
GDOC Goldman Sachs Future Health Care Equity ETF 13.0 75 -10 0.9 +0.4
FFTY Innovator IBD 50 ETF 12.9 80 -15 0.0 -0.4
LFSC F/m Emerald Life Sciences Innovation ETF 11.9 79 -14 0.0 -0.4
MEDI Harbor Health Care ETF 11.5 80 -15 -1.4 -1.8
IHF iShares U.S. Healthcare Providers ETF 10.9 40 25 6.6 +6.1
MDEV First Trust Indxx Medical Devices ETF 10.9 70 -5 4.6 +4.2
WDNA WisdomTree BioRevolution Fund 10.0 45 20 -2.0 -2.4
FBT First Trust NYSE Arca Biotechnology Index Fund 9.3 56 9 2.2 +1.8
PSCH Invesco S&P SmallCap Health Care ETF 9.3 29 36 2.0 +1.6
XHS State Street SPDR S&P Health Care Services ETF 9.1 35 30 3.3 +2.8
PINK Simplify Health Care ETF 9.1 50 15 0.8 +0.4
TMFX Motley Fool Next Index ETF 8.5 50 15 2.8 +2.3
FFOX FundX Future Fund Opportunities ETF 8.3 100 -35 2.3 +1.9
AGIQ Sofi Agentic AI ETF 8.2 69 -4 6.7 +6.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 8.1 40 25 6.7 +6.3
DTEC ALPS Disruptive Technologies ETF 7.8 50 15 3.4 +2.9
ARKK ARK Innovation ETF 7.7 75 -10 -2.8 -3.3
IBB iShares Biotechnology ETF 6.9 45 20 -0.5 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 6.8 71 -6 -0.6 -1.1
FHLC Fidelity MSCI Health Care Index ETF 6.4 8 57 5.1 +4.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.1 60 5 3.4 +3.0
VHT Vanguard Health Care ETF 6.0 9 56 4.9 +4.5
IYH iShares U.S. Healthcare ETF 6.0 40 25 5.6 +5.2
USRD Themes US R&D Champions ETF 5.9 29 36 4.0 +3.5
TMAT Main Thematic Innovation ETF 5.9 164 -99 -1.9 -2.4
MID American Century Mid Cap Growth Impact ETF 5.9 45 20 3.0 +2.5
XMHQ Invesco S&P MidCap Quality ETF 5.9 25 40 5.7 +5.2
TMFM Motley Fool Mid-Cap Growth ETF 5.8 85 -20 1.9 +1.5
FTGS First Trust Growth Strength ETF 5.8 60 5 3.4 +3.0
ANEW ProShares MSCI Transformational Changes ETF 5.7 45 20 4.2 +3.8
SXQG ETC 6 Meridian Quality Growth ETF 5.7 100 -35 2.9 +2.5
BMED Future Health ETF 5.7 85 -20 1.1 +0.6
FSGS First Trust SMID Growth Strength ETF 5.6 60 5 4.6 +4.1
RNSC Furst Trust Small Cap US Equity Select ETF 5.4 60 5 4.5 +4.1
BOTZ Global X Robotics & Artificial Intelligence ETF 5.4 69 -4 1.9 +1.5
ABLS Abacus FCF Small Cap Leaders ETF 5.3 59 6 4.1 +3.7
IBBQ Invesco Nasdaq Biotechnology ETF 5.3 19 46 0.3 -0.2
SNSR Global X Internet of Things ETF 5.2 68 -3 3.3 +2.9
DIVE Dana Concentrated Dividend ETF 5.2 65 0 6.5 +6.1
MFIG Motley Fool Innovative Growth Factor ETF 4.8 50 15 2.7 +2.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 4.7 60 5 6.4 +5.9
PBE Invesco Biotechnology & Genome ETF 4.7 58 7 1.7 +1.3
HRTS Tema Heart & Health ETF 4.6 75 -10 2.8 +2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.5 65 0 1.3 +0.9
XLV Health Care Select Sector SPDR 4.4 8 57 6.4 +5.9
HYP Golden Eagle Dynamic Hypergrowth ETF 4.4 85 -20 -0.8 -1.2
VBK Vanguard Small-Cap Growth ETF 4.4 7 58 1.2 +0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 4.4 31 34 1.8 +1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.4 15 50 3.7 +3.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 4.4 49 16 6.9 +6.5
SAGP Strategas Global Policy Opportunities ETF 4.2 65 0 4.6 +4.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 4.2 95 -30 -0.6 -1.0
RNIN Bushido Capital US SMID Cap Equity ETF 4.2 70 -5 9.2 +8.8
SPIT F/m Emerald Special Situations ETF 4.2 105 -40 -0.7 -1.2
SMOT VanEck Morningstar SMID Moat ETF 4.2 49 16 6.1 +5.6
SMRI Bushido Capital US Equity ETF 4.2 71 -6 6.9 +6.5
PSC Principal U.S. Small-Cap ETF 4.2 38 27 3.4 +3.0
QGRO American Century U.S. Quality Growth ETF 4.0 29 36 3.9 +3.5
ROBO ROBO Global Robotics & Automation Index ETF 3.9 95 -30 2.3 +1.8
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.9 69 -4 -0.8 -1.2
DBSC Deepwater Beachfront Small Cap ETF 3.9 85 -20 1.2 +0.7
MBCC Monarch Blue Chips Core ETF 3.9 125 -60 3.8 +3.3
BEEX BeeHive ETF 3.9 84 -19 3.6 +3.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.7 58 7 3.0 +2.6
IWO iShares Russell 2000 Growth ETF 3.6 24 41 0.5 +0.0
RUNN Running Oak Efficient Growth ETF 3.6 58 7 4.6 +4.2
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 59 2.6 +2.2
XBI State Street SPDR S&P Biotech ETF 3.4 35 30 -1.5 -1.9
IXJ iShares Global Healthcare ETF 3.4 42 23 6.2 +5.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.3 35 30 2.8 +2.3
GPT Intelligent Alpha Atlas ETF 3.3 69 -4 6.1 +5.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.3 60 5 4.1 +3.7
CVAR Cultivar ETF 3.3 87 -22 6.7 +6.3
CWS AdvisorShares Focused Equity ETF 3.2 84 -19 4.6 +4.2
TCV Towle Value ETF 3.2 85 -20 8.7 +8.2
GINN Goldman Sachs Innovate Equity ETF 3.2 52 13 3.6 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.0 64 1 1.2 +0.8
TMFG Motley Fool Global Opportunities ETF 3.0 85 -20 3.6 +3.1
FYX First Trust Small Cap Core AlphaDEX Fund 3.0 61 4 4.9 +4.4
VTWG Vanguard Russell 2000 Growth ETF 3.0 10 55 0.6 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 26 3.7 +3.3
ETHO Etho Climate Leadership U.S. ETF 2.9 47 18 3.9 +3.4
DFNV Donoghue Forlines Innovation ETF 2.9 69 -4 3.8 +3.4
AGNG Global X Aging Population ETF 2.9 50 15 4.2 +3.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.8 20 45 0.8 +0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 35 3.7 +3.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 45 4.0 +3.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.8 60 5 5.9 +5.5
SMCF Themes US Small Cap Cash Flow Champions ETF 2.8 29 36 9.1 +8.7
IWP iShares Russell Mid-Cap Growth ETF 2.8 23 42 2.9 +2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.8 50 15 3.4 +2.9
NBDS Neuberger Berman Disrupters ETF 2.8 55 10 0.7 +0.3
VNSE Natixis Vaughan Nelson Select ETF 2.7 80 -15 3.2 +2.8
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -5 0.9 +0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 16 4.5 +4.0
THNR Amplify Weight Loss Drug & Treatment ETF 2.6 59 6 5.8 +5.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.6 49 16 2.9 +2.5
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 19 5.2 +4.8
IBUY Amplify Online Retail ETF 2.5 65 0 2.1 +1.6
HAPS Harbor Human Capital Factor US Small Cap ETF 2.5 60 5 3.1 +2.6
GURU Global X Guru Index ETF 2.5 75 -10 2.3 +1.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.5 52 13 4.7 +4.3
JGRW Jensen Quality Growth ETF 2.4 57 8 3.9 +3.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.4 35 30 4.5 +4.1
IGPT Invesco AI and Next Gen Software ETF 2.4 60 5 2.4 +1.9
AGRW Allspring LT Large Growth ETF 2.3 35 30 3.3 +2.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 2.3 59 6 3.9 +3.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 50 3.4 +3.0
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 47 3.4 +2.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 55 3.4 +2.9
COWZ Pacer US Cash Cows 100 ETF 2.3 49 16 7.3 +6.9
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 6 2.7 +2.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.3 15 50 4.7 +4.3
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 2.3 75 -10 1.9 +1.5
FLDZ RiverNorth Patriot ETF 2.3 75 -10 5.4 +4.9
VB Vanguard Small-Cap ETF 2.2 5 60 5.0 +4.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.2 70 -5 2.0 +1.6
RND First Trust Bloomberg R&D Leaders ETF 2.2 60 5 2.4 +2.0
SVAL iShares US Small Cap Value Factor ETF 2.2 20 45 6.7 +6.3
DSTL Distillate US Fundamental Stability & Value ETF 2.2 39 26 7.2 +6.7
STXK Strive Small-Cap ETF 2.2 18 47 4.9 +4.4
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 25 5.6 +5.2
RSSL Global X Russell 2000 ETF 2.1 8 57 2.5 +2.1
JSML Janus Henderson Small Cap Growth Alpha ETF 2.1 30 35 2.5 +2.1
XITK State Street SPDR FactSet Innovative Technology ETF 2.1 45 20 0.1 -0.4
FESM Fidelity Enhanced Small Cap ETF 2.1 28 37 2.1 +1.6
FFOG Franklin Focused Growth ETF 2.1 61 4 1.6 +1.2
IWM iShares Russell 2000 ETF 2.1 19 46 2.5 +2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 61 14.7 +14.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 56 3.4 +3.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 13 5.0 +4.5
FTC First Trust Large Cap Growth AlphaDEX Fund 2.0 59 6 1.8 +1.3
CGGR Capital Group Growth ETF 2.0 39 26 2.6 +2.1
IPO Renaissance IPO ETF 2.0 60 5 1.6 +1.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.0 15 50 7.2 +6.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 58 5.1 +4.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 26 1.1 +0.7
VXF Vanguard Extended Market ETF 2.0 5 60 3.6 +3.1
NUSC Nuveen ESG Small-Cap ETF 2.0 31 34 4.6 +4.2
FTCS First Trust Capital Strength ETF 2.0 55 10 5.4 +5.0
ISCB iShares Morningstar Small-Cap ETF 1.9 4 61 5.1 +4.6
VOT Vanguard Mid-Cap Growth ETF 1.9 7 58 3.0 +2.6
JDOC JPMorgan Healthcare Leaders ETF 1.9 65 0 3.4 +2.9
TAX Cambria Tax Aware ETF 1.9 49 16 3.9 +3.5
BUL Pacer US Cash Cows Growth ETF 1.9 60 5 3.3 +2.8
FDLS Inspire Fidelis Multi Factor ETF 1.9 76 -11 3.0 +2.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.9 35 30 5.5 +5.0
BFOR ALPS Barron's 400 ETF 1.9 65 0 20.5 +20.1
IDNA iShares Genomics Immunology and Healthcare ETF 1.8 47 18 -0.3 -0.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.8 60 5 -1.3 -1.8
VTWO Vanguard Russell 2000 ETF 1.8 7 58 2.6 +2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 26 3.3 +2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 10 55 4.1 +3.6
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.8 15 50 4.0 +3.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 48 4.0 +3.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.8 25 40 10.2 +9.8
NIXT Research Affiliates Deletions ETF 1.8 9 56 5.9 +5.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.8 17 48 4.7 +4.3
IWR iShares Russell Midcap ETF 1.8 19 46 5.1 +4.7
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -4 3.6 +3.1
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -10 4.5 +4.1
KIE State Street SPDR S&P Insurance ETF 1.7 35 30 6.1 +5.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.7 6 59 3.2 +2.7
ITAN Sparkline Intangible Value ETF 1.7 50 15 5.5 +5.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.7 49 16 6.1 +5.7
AVMC Avantis U.S. Mid Cap Equity ETF 1.7 18 47 5.8 +5.4
LGRO Level Four Large Cap Growth Active ETF 1.7 55 10 3.4 +3.0
SCHA Schwab U.S. Small-Cap ETF 1.7 4 61 4.2 +3.7
SIZE iShares MSCI USA Size Factor ETF 1.7 15 50 5.3 +4.8
PRAY FIS Christian Stock Fund 1.7 69 -4 3.9 +3.4
FMDE Fidelity Enhanced Mid Cap ETF 1.7 23 42 5.1 +4.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 26 2.1 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 7 5.1 +4.7
EUSA iShares MSCI USA Equal Weighted ETF 1.6 9 56 5.3 +4.8
CZAR Themes Natural Monopoly ETF 1.6 35 30 5.2 +4.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 45 3.7 +3.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.6 79 -14 3.9 +3.5
PRNT 3D Printing ETF 1.6 66 -1 1.1 +0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.6 35 30 3.3 +2.9
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 23 5.2 +4.8
CAML Congress Large Cap Growth ETF 1.6 66 -1 2.4 +2.0
FLV American Century Focused Large Cap Value ETF 1.5 42 23 5.6 +5.2
BUZZ VanEck Social Sentiment ETF 1.5 75 -10 -0.7 -1.1
GGRW Gabelli Growth Innovators ETF 1.5 90 -25 2.0 +1.5
AFSM First Trust Active Factor Small Cap ETF 1.5 75 -10 5.3 +4.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 30 6.3 +5.8
GVLU Gotham 1000 Value ETF 1.5 50 15 7.8 +7.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 53 5.7 +5.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 5 7.0 +6.6
SMMD iShares Russell 2500 ETF 1.5 15 50 5.2 +4.8
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 51 3.8 +3.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 25 2.8 +2.4
XT iShares Exponential Technologies ETF 1.4 46 19 3.9 +3.4
MFVL Motley Fool Value Factor ETF 1.4 50 15 5.4 +5.0
IWS iShares Russell Mid-Cap Value ETF 1.4 23 42 5.7 +5.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 50 3.9 +3.4
FDG American Century Focused Dynamic Growth ETF 1.4 45 20 1.8 +1.4
PKW Invesco Buyback Achievers ETF 1.4 62 3 6.9 +6.4
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -7 5.5 +5.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 56 5.0 +4.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 41 6.9 +6.5
FFF Founders 100 ETF 1.4 75 -10 2.4 +1.9
JGRO JPMorgan Active Growth ETF 1.4 44 21 2.5 +2.1
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 42 5.7 +5.3
STXM Strive Mid-Cap ETF 1.4 18 47 5.9 +5.5
QLTY GMO U.S. Quality ETF 1.3 50 15 3.8 +3.4
QQQS Invesco NASDAQ Future Gen 200 ETF 1.3 20 45 -3.3 -3.8
IJH iShares Core S&P Mid-Cap ETF 1.3 5 60 5.9 +5.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 62 5.9 +5.5
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 58 5.9 +5.4
PTL Inspire 500 ETF 1.3 9 56 4.3 +3.9
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 61 5.0 +4.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 53 5.7 +5.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.3 15 50 5.9 +5.4
IJR iShares Core S&P Small Cap ETF 1.3 6 59 5.9 +5.4
CRTC Xtrackers US National Critical Technologies ETF 1.3 35 30 4.0 +3.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 36 3.9 +3.5
VIOO Vanguard S&P Small-Cap 600 ETF 1.3 7 58 5.7 +5.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.3 3 62 5.9 +5.5
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 30 3.2 +2.8
IWFG IQ Winslow Focused Large Cap Growth ETF 1.3 65 0 2.1 +1.7
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -10 1.0 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 41 5.7 +5.2
WCLD WisdomTree Cloud Computing Fund 1.2 45 20 1.2 +0.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 16 4.5 +4.0
CANC Tema Oncology ETF 1.2 75 -10 -2.2 -2.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.2 65 0 3.5 +3.1
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 52 5.2 +4.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 61 3.3 +2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 25 5.1 +4.6
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 30 5.1 +4.7
FDN First Trust Dow Jones Internet Index Fund 1.2 52 13 2.6 +2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 50 5.8 +5.3
FDND FT Vest Dow Jones Internet & Target Income ETF 1.2 75 -10 2.5 +2.1
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 45 5.6 +5.2
PSET Principal Quality ETF 1.2 15 50 4.7 +4.2
VO Vanguard Mid-Cap ETF 1.1 4 61 20.3 +19.9
BIBL Inspire 100 ETF 1.1 35 30 4.1 +3.6
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 15 4.7 +4.3
AFMC First Trust Active Factor Mid Cap ETF 1.1 65 0 6.7 +6.2
REVS Columbia Research Enhanced Value ETF 1.1 19 46 6.3 +5.8
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 30 2.6 +2.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 61 16.4 +16.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.1 55 10 3.0 +2.6
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 17 2.4 +1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.1 15 50 6.5 +6.1
WUGI AXS Esoterica NextG Economy ETF 1.1 75 -10 1.5 +1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 50 4.9 +4.4
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -15 5.7 +5.3
TPSC Timothy Plan US Small Cap Core ETF 1.0 52 13 6.2 +5.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 45 5.9 +5.5
HGRO Hedgeye Quality Growth ETF 1.0 70 -5 3.4 +2.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.0 59 6 4.8 +4.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.0 15 50 2.9 +2.5
DFAS Dimensional U.S. Small Cap ETF 1.0 26 39 5.2 +4.8
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 25 3.8 +3.3
SMOX Horizon Small/Mid Cap Core Equity ETF 1.0 75 -10 5.1 +4.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.0 20 45 5.8 +5.3
ROE Astoria US Quality Kings ETF 1.0 49 16 5.1 +4.7
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -34 1.1 +0.6
FFND Future Fund Active ETF 1.0 100 -35 4.2 +3.7
SNPV Xtrackers S&P 500 Value ESG ETF 1.0 15 50 5.3 +4.9
SRHQ SRH U.S. Quality ETF 1.0 35 30 5.7 +5.3
CSMD Congress SMid Growth ETF 1.0 69 -4 3.4 +2.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 53 3.5 +3.1
ISMD Inspire Small/Mid Cap ETF 1.0 54 11 4.6 +4.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.0 89 -24 7.3 +6.9
WSML iShares MSCI World Small-Cap ETF 1.0 15 50 5.2 +4.7
GQI Natixis Gateway Quality Income ETF 1.0 34 31 4.5 +4.1
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 36 3.7 +3.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -10 5.6 +5.2
PY Principal Value ETF 0.9 15 50 6.8 +6.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 30 6.1 +5.6
MAGA Point Bridge America First ETF 0.9 72 -7 5.0 +4.6
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 10 9.9 +9.5
VFLO VictoryShares Free Cash Flow ETF 0.9 39 26 6.7 +6.2
SPHB Invesco S&P 500 High Beta ETF 0.9 25 40 3.5 +3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 5 5.9 +5.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 5 4.7 +4.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.9 31 34 5.2 +4.8
RFFC ALPS Active Equity Opportunity ETF 0.9 48 17 3.6 +3.1
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 61 5.7 +5.2
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 37 2.8 +2.4
EZM WisdomTree U.S. MidCap Fund 0.9 38 27 7.6 +7.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 40 5.8 +5.3
BLES Inspire Global Hope ETF 0.8 61 4 5.5 +5.1
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 6 3.6 +3.1
CHGX AXS Change Finance ESG ETF 0.8 49 16 4.2 +3.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.8 6 59 6.6 +6.2
ARVR First Trust Indxx Metaverse ETF 0.8 70 -5 3.6 +3.2
CHRI Global X S&P 500 Christian Values ETF 0.8 29 36 3.8 +3.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.8 42 23 3.9 +3.5
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 47 4.5 +4.0
MFMO Motley Fool Momentum Factor ETF 0.8 50 15 2.0 +1.5
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 39 2.8 +2.4
SPLV Invesco S&P 500 Low Volatility ETF 0.8 25 40 4.9 +4.5
FBOT Fidelity Disruptive Automation ETF 0.8 50 15 2.8 +2.3
XOEF iShares S&P 500 ex S&P 100 ETF 0.8 20 45 4.5 +4.1
QQQM Invesco NASDAQ 100 ETF 0.8 15 50 3.2 +2.8
QQQ Invesco QQQ Trust Series I 0.8 20 45 3.2 +2.7
AVUQ Avantis U.S. Quality ETF 0.8 15 50 3.6 +3.1
FELV Fidelity Enhanced Large Cap Value ETF 0.8 18 47 5.2 +4.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.8 30 35 7.3 +6.8
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 45 3.1 +2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 47 7.5 +7.1
ILCG iShares Morningstar Growth ETF 0.8 4 61 3.1 +2.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 50 7.6 +7.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 44 2.9 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 56 4.1 +3.6
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 45 7.0 +6.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 10 55 7.6 +7.2
EQWL Invesco S&P 100 Equal Weight ETF 0.8 25 40 5.2 +4.8
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 26 3.5 +3.0
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 40 7.5 +7.0
IBOT Vaneck Robotics ETF 0.7 47 18 3.1 +2.6
VFMO Vanguard U.S. Momentum Factor ETF 0.7 13 52 1.7 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.7 9 56 4.2 +3.8
SPGP Invesco S&P 500 GARP ETF 0.7 34 31 5.4 +5.0
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -24 4.2 +3.7
ARTY iShares Future AI & Tech ETF 0.7 47 18 2.4 +1.9
ESGV Vanguard ESG U.S. Stock ETF 0.7 9 56 4.0 +3.6
SKYY First Trust Cloud Computing ETF 0.7 60 5 2.5 +2.0
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 36 6.3 +5.9
SPXT ProShares S&P 500 Ex-Technology ETF 0.7 9 56 4.8 +4.3
SSPY Syntax Stratified LargeCap ETF 0.7 30 35 5.8 +5.4
WCEO Hypatia Women CEO ETF 0.7 85 -20 4.3 +3.9
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -20 1.1 +0.7
HAPI Harbor Human Capital Factor US Large Cap ETF 0.7 36 29 4.0 +3.5
IAK iShares U.S. Insurance ETF 0.7 40 25 6.4 +6.0
VBR Vanguard Small Cap Value ETF 0.7 7 58 7.4 +7.0
OPTZ Optimize Strategy Index ETF 0.7 50 15 3.3 +2.8
STXG Strive 1000 Growth ETF 0.7 18 47 3.2 +2.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.7 40 25 3.4 +3.0
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 29 3.1 +2.6
VONG Vanguard Russell 1000 Growth ETF 0.7 7 58 3.7 +3.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.7 15 50 4.1 +3.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.7 49 16 7.5 +7.1
IWF iShares Russell 1000 Growth ETF 0.7 19 46 14.7 +14.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.7 59 6 8.1 +7.7
VFMF Vanguard U.S. Multifactor ETF 0.7 18 47 6.2 +5.7
VUG Vanguard Growth ETF 0.6 4 61 20.3 +19.9
XMAG Defiance Large Cap ex-Mag 7 ETF 0.6 35 30 4.1 +3.7
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 37 8.1 +7.6
RECS Columbia Research Enhanced Core ETF 0.6 15 50 5.2 +4.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 55 4.1 +3.7
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 55 3.7 +3.3
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 40 4.3 +3.8
JHML John Hancock Multifactor Large Cap ETF 0.6 29 36 4.3 +3.9
DFAC Dimensional U.S. Core Equity 2 ETF 0.6 17 48 4.5 +4.1
TEXN iShares Texas Equity ETF 0.6 20 45 5.1 +4.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 36 3.9 +3.4
AOTS AOT Software Platform ETF 0.6 49 16 4.7 +4.3
DCOR Dimensional US Core Equity 1 ETF 0.6 14 51 4.4 +4.0
WRND IQ Global Equity R&D Leaders ETF 0.6 18 47 3.9 +3.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 51 4.0 +3.6
FPX First Trust US Equity Opportunities ETF 0.6 61 4 0.8 +0.4
ACVF American Conservative Values ETF 0.6 75 -10 3.6 +3.1
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 17 3.7 +3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 62 4.0 +3.6
VTI Vanguard Total Stock Market ETF 0.6 3 62 4.0 +3.6
IWV iShares Russell 3000 ETF 0.6 20 45 3.9 +3.5
VTHR Vanguard Russell 3000 ETF 0.6 7 58 4.0 +3.6
VOE Vanguard Mid-Cap Value ETF 0.6 7 58 6.5 +6.1
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 61 3.0 +2.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 40 4.7 +4.3
AIEQ AI Powered Equity ETF 0.6 75 -10 3.6 +3.1
SCHB Schwab U.S. Broad Market ETF 0.6 3 62 4.1 +3.7
DARP Grizzle Growth ETF 0.6 75 -10 1.7 +1.3
DFUS Dimensional U.S. Equity ETF 0.6 9 56 4.0 +3.5
TTAC FCF US Quality ETF 0.6 59 6 5.8 +5.4
MGK Vanguard Mega Cap Growth ETF 0.6 7 58 17.1 +16.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 30 6.7 +6.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 54 4.0 +3.6
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 43 4.0 +3.5
AQLT iShares MSCI Global Quality Factor ETF 0.5 18 47 0.0 -0.4
DSPY Tema S&P 500 Historical Weight ETF 0.5 18 47 4.3 +3.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 47 3.3 +2.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.5 45 20 3.6 +3.1
DXUV Dimensional US Vector Equity ETF 0.5 28 37 5.0 +4.5
IYY iShares Dow Jones U.S. ETF 0.5 20 45 4.0 +3.5
SUSA iShares MSCI USA ESG Select ETF 0.5 25 40 3.9 +3.4
FDWM Fidelity Women's Leadership ETF 0.5 59 6 3.9 +3.5
SCHK Schwab 1000 Index ETF 0.5 5 60 4.1 +3.7
IWB iShares Russell 1000 ETF 0.5 15 50 4.0 +3.6
VONE Vanguard Russell 1000 ETF 0.5 7 58 4.1 +3.7
VOOG Vanguard S&P 500 Growth ETF 0.5 7 58 18.2 +17.8
IQM Franklin Intelligent Machines ETF 0.5 50 15 1.2 +0.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.5 35 30 4.6 +4.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 61 3.0 +2.6
GLBL Pacer MSCI World Industry Advantage ETF 0.5 65 0 3.3 +2.8
IVW iShares S&P 500 Growth ETF 0.5 18 47 2.9 +2.4
DFLV Dimensional US Large Cap Value ETF 0.5 22 43 5.8 +5.4
DSI iShares MSCI KLD 400 Social ETF 0.5 25 40 4.0 +3.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 36 7.0 +6.6
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 65 12.2 +11.7
PBUS Invesco MSCI USA ETF 0.5 4 61 4.1 +3.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 26 6.7 +6.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 46 4.6 +4.1
TOLL Tema Durable Quality ETF 0.5 75 -10 3.8 +3.3
DFAU Dimensional US Core Equity Market ETF 0.5 12 53 4.2 +3.7
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 56 3.9 +3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.5 32 33 3.8 +3.4
VOTE TCW Transform 500 ETF 0.5 5 60 4.0 +3.6
AUSF Global X Adaptive U.S. Factor ETF 0.5 27 38 7.8 +7.3
HLAL Wahed FTSE USA Shariah ETF 0.5 50 15 3.5 +3.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.5 20 45 7.0 +6.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.5 15 50 4.9 +4.4
SCHX Schwab U.S. Large-Cap ETF 0.5 3 62 4.2 +3.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 62 4.2 +3.8
RVRB Reverb ETF 0.5 30 35 3.6 +3.2
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 23 5.7 +5.2
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 48 6.2 +5.7
TOPC iShares S&P 500 3% Capped ETF 0.5 15 50 4.2 +3.8
SFY SoFi Select 500 ETF 0.5 0 65 3.7 +3.2
JEPI JPMorgan Equity Premium Income ETF 0.5 35 30 5.1 +4.6
JAVA JPMorgan Active Value ETF 0.5 44 21 5.2 +4.7
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 50 5.6 +5.2
GXLC Global X U.S. 500 ETF 0.5 2 63 4.0 +3.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 47 3.0 +2.6
EQL Alps Equal Sector Weight ETF 0.5 25 40 5.0 +4.6
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 56 3.9 +3.5
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 62 4.0 +3.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 26 7.3 +6.9
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 50 6.2 +5.8
XVV iShares ESG Screened S&P 500 ETF 0.5 8 57 4.0 +3.6
TOV JLens 500 Jewish Advocacy U.S. ETF 0.5 18 47 3.8 +3.4
USEW Cambria US EW ETF 0.5 30 35 4.0 +3.6
IWN iShares Russell 2000 Value ETF 0.5 24 41 4.4 +4.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.5 7 58 4.3 +3.8
VTWV Vanguard Russell 2000 Value ETF 0.4 10 55 4.6 +4.2
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 23 3.4 +3.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 23 3.9 +3.5
AVUS Avantis U.S. Equity ETF 0.4 15 50 4.6 +4.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 45 4.1 +3.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.4 20 45 5.3 +4.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 57 4.3 +3.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.4 11 54 4.2 +3.7
IWY iShares Russell Top 200 Growth ETF 0.4 20 45 3.7 +3.2
QLC FlexShares US Quality Large Cap Index Fund 0.4 25 40 4.4 +3.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 63 4.1 +3.6
TMFC Motley Fool 100 Index ETF 0.4 50 15 2.9 +2.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.4 20 45 3.9 +3.4
RGEF Rockefeller Global Equity ETF 0.4 55 10 3.7 +3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.4 7 58 4.0 +3.5
MILN Global X Millennial Consumer ETF 0.4 50 15 3.9 +3.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.4 47 18 7.1 +6.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.4 20 45 5.4 +5.0
XLG Invesco S&P 500 Top 50 ETF 0.4 20 45 3.6 +3.2
VOO Vanguard S&P 500 ETF 0.4 3 62 4.1 +3.7
DFUV Dimensional US Marketwide Value ETF 0.4 22 43 5.8 +5.4
SPYM State Street SPDR Portfolio S&P 500 ETF 0.4 2 63 4.1 +3.7
SPY SPDR S&P 500 ETF 0.4 9 56 4.0 +3.6
IVV iShares Core S&P 500 ETF 0.4 3 62 4.1 +3.7
IWD iShares Russell 1000 Value ETF 0.4 19 46 5.0 +4.6
USMF WisdomTree U.S. Multifactor Fund 0.4 28 37 6.4 +6.0
VONV Vanguard Russell 1000 Value ETF 0.4 7 58 5.1 +4.7
OEI Optimized Equity Income ETF 0.4 75 -10 3.6 +3.1
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 16 4.8 +4.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 5 9.0 +8.5
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 59 7.2 +6.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.4 70 -5 4.5 +4.1
VV Vanguard Large-Cap ETF 0.4 4 61 4.0 +3.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -10 2.8 +2.3
HART IQ Healthy Hearts ETF 0.4 45 20 5.9 +5.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 47 6.6 +6.2
FELC Fidelity Enhanced Large Cap Core ETF 0.4 18 47 4.2 +3.7
TOK iShares MSCI Kokusai ETF 0.4 26 39 4.2 +3.7
ROUS Hartford Multifactor US Equity ETF 0.4 19 46 5.2 +4.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 56 4.3 +3.8
DFSV Dimensional US Small Cap Value ETF 0.4 31 34 8.3 +7.8
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 50 4.7 +4.3
SGLC SGI U.S. Large Cap Core ETF 0.4 85 -20 3.5 +3.1
YNOT Horizon Digital Frontier ETF 0.4 75 -10 2.5 +2.1
VT Vanguard Total World Stock ETF 0.4 6 59 4.9 +4.4
LRGF iShares U.S. Equity Factor ETF 0.4 8 57 4.5 +4.0
URTH iShares MSCI World ETF 0.4 24 41 4.2 +3.8
WTV WisdomTree US Value ETF 0.4 12 53 7.5 +7.0
AVIE Avantis  Inflation Focused Equity ETF 0.4 25 40 5.9 +5.5
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 50 4.0 +3.6
JMOM JPMorgan U.S. Momentum Factor ETF 0.3 12 53 3.2 +2.8
NULC Nuveen ESG Large-Cap ETF 0.3 21 44 3.8 +3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 28 5.3 +4.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.3 25 40 4.0 +3.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 53 6.0 +5.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.3 20 45 8.3 +7.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 53 4.3 +3.9
APUE ActivePassive U.S. Equity ETF 0.3 45 20 3.8 +3.3
VEGN US Vegan Climate ETF 0.3 60 5 3.3 +2.8
QDF FlexShares Quality Dividend Index Fund 0.3 37 28 5.1 +4.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 30 5.6 +5.1
ACWI iShares MSCI ACWI ETF 0.3 32 33 4.5 +4.1
IUSV iShares Core S&P US Value ETF 0.3 4 61 5.7 +5.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 45 4.6 +4.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 47 5.4 +4.9
EQIN Columbia US Equity Income ETF 0.3 35 30 5.9 +5.5
RAUS RACWI US ETF 0.3 15 50 4.0 +3.6
HDUS Hartford Disciplined US Equity ETF 0.3 19 46 4.6 +4.1
DFVX Dimensional US Large Cap Vector ETF 0.3 22 43 5.1 +4.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 53 5.1 +4.6
GSPY Gotham Enhanced 500 ETF 0.3 50 15 4.2 +3.8
GLOF iShares Global Equity Factor ETF 0.3 20 45 5.4 +5.0
IVE iShares S&P 500 Value ETF 0.3 18 47 5.4 +5.0
VOOV Vanguard S&P 500 Value ETF 0.3 7 58 5.5 +5.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 61 5.5 +5.1
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 31 5.4 +4.9
FUNL CornerCap Fundametrics Large-Cap ETF 0.3 50 15 6.4 +5.9
IUS Invesco RAFI Strategic US ETF 0.3 19 46 5.3 +4.8
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 53 4.7 +4.3
AOTG AOT Growth and Innovation ETF 0.3 75 -10 1.2 +0.7
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 35 5.0 +4.6
DAK Dakota Active Equity ETF 0.3 43 22 3.6 +3.2
OEF iShares S&P 100 ETF 0.3 20 45 3.7 +3.3
EBI Longview Advantage ETF 0.3 35 30 5.7 +5.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 40 5.4 +5.0
FNDB Schwab Fundamental US Broad Market Index ETF 0.3 25 40 5.9 +5.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 50 8.4 +8.0
SPHQ Invesco S&P 500 Quality ETF 0.3 15 50 4.5 +4.1
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 47 8.3 +7.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 55 8.4 +8.0
OALC OneAscent Large Cap Core ETF 0.3 86 -21 3.2 +2.8
EPS WisdomTree U.S. LargeCap Fund 0.3 8 57 4.6 +4.1
PRXV Praxis Impact Large Cap Value ETF 0.2 36 29 5.3 +4.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 40 7.2 +6.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 56 4.7 +4.3
MGC Vanguard Mega Cap ETF 0.2 7 58 3.8 +3.4
KLMN Invesco MSCI North America Climate ETF 0.2 9 56 4.2 +3.7
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 55 4.1 +3.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.2 12 53 3.8 +3.3
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 40 5.9 +5.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 27 4.9 +4.4
IWL iShares Russell Top 200 ETF 0.2 15 50 3.8 +3.3
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 36 5.9 +5.4
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 50 4.3 +3.9
FBCG Fidelity Blue Chip Growth ETF 0.2 59 6 2.2 +1.7
RWL Invesco S&P 500 Revenue ETF 0.2 39 26 5.5 +5.1
STXD Strive 1000 Dividend Growth ETF 0.2 35 30 4.2 +3.8
SFTY Horizon Managed Risk ETF 0.2 77 -12 3.4 +2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.2 10 55 4.1 +3.6
SFGV Sequoia Global Value ETF 0.2 23 42 6.9 +6.4
ADME Aptus Drawdown Managed Equity ETF 0.2 79 -14 3.3 +2.8
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 6 7.2 +6.8
VALQ American Century U.S. Quality Value ETF 0.2 29 36 6.9 +6.5
EES WisdomTree U.S. SmallCap Fund 0.2 38 27 7.3 +6.8
STOX Horizon Core Equity ETF 0.2 70 -5 3.4 +3.0
ILCV iShares Morningstar Value ETF 0.2 4 61 5.1 +4.7
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 15 4.1 +3.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 22 4.6 +4.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -10 3.1 +2.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 16 3.6 +3.1
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -25 3.0 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 46 4.9 +4.5
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 55 4.8 +4.4
AFLG First Trust Active Factor Large Cap ETF 0.2 55 10 4.8 +4.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 16 4.9 +4.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -5 9.0 +8.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 50 4.5 +4.0
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 47 3.0 +2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -2 8.1 +7.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 55 3.6 +3.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.1 29 36 6.1 +5.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 35 3.6 +3.2
VTV Vanguard Value ETF 0.1 4 61 5.6 +5.1
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 61 5.4 +5.0
VIG Vanguard Dividend Appreciation ETF 0.1 5 60 4.8 +4.3
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -10 4.6 +4.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 45 4.2 +3.7
TXS Texas Capital Texas Equity Index ETF 0.1 49 16 4.8 +4.4
STXV Strive 1000 Value ETF 0.1 18 47 6.6 +6.1
GEW Cambria Global EW ETF 0.1 29 36 5.2 +4.8
PFM Invesco Dividend Achievers ETF 0.1 53 12 4.5 +4.1
VFVA Vanguard U.S. Value Factor ETF 0.1 13 52 8.6 +8.2
PEXL Pacer US Export Leaders ETF 0.1 60 5 3.0 +2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 36 5.4 +5.0
FNCL Fidelity MSCI Financials Index ETF 0.1 8 57 5.7 +5.2
DGRO iShares Core Dividend Growth ETF 0.1 8 57 5.3 +4.9
VFH Vanguard Financials ETF 0.1 9 56 5.7 +5.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 55 4.2 +3.8
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 50 5.2 +4.8
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 37 5.5 +5.0
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 37 5.2 +4.8
PNQI Invesco NASDAQ Internet ETF 0.0 60 5 3.7 +3.3
WSGE Warren Street Global Equity ETF 0.0 80 -15 2.8 +2.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 37 4.9 +4.4

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:		 First Trust Nasdaq Lux Digital Health Solutions ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 5.1 %
Divided by: Fwd. P/BV 4.7 x
Less: Expense ratio 65 bp
Equals: ALTAR Score 0.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.