Fidelity Disruptive Finance ETF
ALTAR
Score™
5.0% info Recommen-
dation
OVERWEIGHT
2025E    2026E
P/E
ratio
18.8x P/Sales
ratio
3.8x
P/BV
ratio
3.2x Div.
yield
1.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
FDFF is an actively managed fund that invests in disruptive finance companies from around the world.

FUND BASICS
Category Global Equities
Fund Sponsor Fidelity
Website digital.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=FDFF
Inception date Apr 16, 2020
Assets (mns) $45
Currency USD
Expense ratio 50 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 51
Wgt avg mkt cap (mns) $95,857
Large cap (>$10bn) 74.8%
Mid cap ($2-10bn) 17.5%
Small cap (<$2bn) 7.7%
Developed mkts 97.1%
Emerging mkts 2.9%

TOP TEN HOLDINGS
DBS GROUP HOLDINGS LTD 6.2 %
BLACKROCK INC 6.1 %
CAPITAL ONE FINANCIAL CORP 5.9 %
BANKINTER SA 5.1 %
BLOCK INC. 5.0 %
APOLLO GLOBAL MANAGEMENT INC. 4.9 %
FINECOBANK SPA 4.6 %
VISA INC. CLASS A 4.4 %
MASTERCARD INCORPORATED CLASS A 4.2 %
HISCOX LTD 3.8 %
Total 50.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 66.6 %
SINGAPORE 6.2 %
SPAIN 5.1 %
ITALY 4.6 %
BERMUDA 3.8 %
BRITAIN 2.5 %
CAYMAN ISLANDS 1.8 %
CANADA 1.2 %
ARGENTINA 0.8 %


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.
0.4% -5.6% -- -- 12.6%

Market Correlations
versus... Beta R-squared
S&P500 1.00 47%
MSCI EAFE 0.68 33%
MSCI Emg. Mkts. 0.31 17%

Technical Indicators
Recent close $36.53
30d moving avg. $34.28
Annualized volatility 19.9%
Short interest (ETF) 0.0%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 4
Turnover 0.3%
Bid/Ask (% of price) 0.21%
ADV underlying (mns) $12,417

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 957 potential alternatives to the Fidelity Disruptive Finance ETF ETF based on the alternatives' overlap in portfolio holdings with FDFF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDFF Expense: 50 bp ALTAR Score™: 5.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDFF
Ticker Fund
Name
Overlap1
vs FDFF
(%)
Expense
ratio
(bp)
Savings
vs FDFF
(bp)
ALTAR
Score™
(%)
ALTAR
vs FDFF
(%)
BPAY BlackRock Future Financial and Technology ETF 22.8 70 -20 4.8 -0.2
IYG iShares US Financial Services ETF 17.5 40 10 4.9 -0.1
FNCL Fidelity MSCI Financials Index ETF 17.2 8 42 5.7 +0.7
XLF Financial Select Sector SPDR 16.9 8 42 5.3 +0.3
VFH Vanguard Financials ETF 16.5 9 41 5.7 +0.7
ARKF ARK Fintech Innovation ETF 15.5 75 -25 0.3 -4.8
BLOK Amplify Transformational Data Sharing ETF 15.2 75 -25 -0.1 -5.1
FINX Global X FinTech ETF 14.5 68 -18 2.8 -2.2
KCE State Street SPDR S&P Capital Markets ETF 14.4 35 15 5.5 +0.5
FFF Founders 100 ETF 14.2 75 -25 2.4 -2.7
KBWR Invesco KBW Regional Banking ETF 14.2 35 15 8.4 +3.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 14.0 40 10 5.9 +0.9
LBO WHITEWOLF Publicly Listed Private Equity ETF 12.5 70 -20 8.3 +3.3
IXG iShares Global Financials ETF 12.3 42 8 5.7 +0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 12.1 49 1 4.5 -0.5
IYJ iShares U.S. Industrials ETF 11.8 40 10 3.8 -1.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 11.7 49 1 4.9 -0.1
CZAR Themes Natural Monopoly ETF 11.1 35 15 5.2 +0.2
AOTS AOT Software Platform ETF 11.0 49 1 4.7 -0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.7 48 2 5.4 +0.4
BEEZ Honeytree U.S. Equity ETF 10.7 64 -14 3.5 -1.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 10.7 40 10 3.9 -1.1
PCGG Polen Capital Global Growth ETF 10.6 85 -35 3.8 -1.2
BITQ Bitwise Crypto Industry Innovators ETF 10.3 85 -35 -2.3 -7.3
AOTG AOT Growth and Innovation ETF 10.0 75 -25 1.2 -3.8
BJK VanEck Gaming ETF 10.0 65 -15 4.6 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 9.5 100 -50 2.9 -2.1
TOLL Tema Durable Quality ETF 9.4 75 -25 3.8 -1.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 9.3 60 -10 4.5 -0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 9.2 40 10 2.8 -2.2
STXD Strive 1000 Dividend Growth ETF 9.2 35 15 4.2 -0.8
ARKW ARK Next Generation Internet ETF 9.1 87 -37 0.6 -4.4
BCDF Horizon Kinetics Blockchain Development ETF 9.1 85 -35 3.7 -1.3
BUYZ Franklin Disruptive Commerce ETF 9.0 50 0 2.4 -2.6
DFNL Davis Select Financial ETF 8.8 63 -13 6.8 +1.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 8.7 50 0 3.4 -1.6
AKRE Akre Focus ETF 8.7 106 -56 4.1 -0.9
XPND First Trust Expanded Technology ETF 8.7 65 -15 2.8 -2.2
BWEB Bitwise Web3 ETF 8.5 85 -35 -0.1 -5.1
IYF iShares U.S. Financials ETF 8.5 40 10 5.3 +0.3
SEMG Suncoast Select Growth ETF 8.5 60 -10 3.7 -1.3
USMC Principal U.S. Mega-Cap ETF 8.5 12 38 3.5 -1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.5 65 -15 3.5 -1.5
GVIP Goldman Sachs Hedge Industry VIP ETF 8.4 45 5 2.4 -2.6
SPHQ Invesco S&P 500 Quality ETF 8.0 15 35 4.5 -0.5
BCOR Grayscale Bitcoin Adopters ETF 8.0 59 -9 2.2 -2.8
IBLC iShares Blockchain and Tech ETF 7.7 47 3 -1.3 -6.3
SPVU Invesco S&P 500 Enhanced Value ETF 7.7 13 37 8.4 +3.4
DUNK Dana Unconstrained Equity ETF 7.5 75 -25 1.7 -3.3
GPZ VanEck Alternative Asset Manager ETF 7.5 40 10 4.8 -0.2
TMFG Motley Fool Global Opportunities ETF 7.4 85 -35 3.6 -1.4
VEGN US Vegan Climate ETF 7.1 60 -10 3.3 -1.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.0 60 -10 5.9 +0.9
DAPP VanEck Digital Transformation ETF 7.0 50 0 0.0 -5.0
PSET Principal Quality ETF 6.9 15 35 4.7 -0.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.9 65 -15 5.0 +0.0
DUHP Dimensional US High Profitability ETF 6.9 21 29 5.2 +0.1
USXF iShares ESG Advanced MSCI USA ETF 6.8 10 40 3.7 -1.3
MID American Century Mid Cap Growth Impact ETF 6.8 45 5 3.0 -2.1
LOGO Alpha Brands Consumption Leaders ETF 6.7 69 -19 2.6 -2.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.6 15 35 7.2 +2.2
VOT Vanguard Mid-Cap Growth ETF 6.6 7 43 3.0 -2.0
PWB Invesco Large Cap Growth ETF 6.5 56 -6 1.9 -3.1
YLDE ClearBridge Dividend Strategy ESG ETF 6.4 60 -10 5.1 +0.1
STCE Schwab Crypto Thematic ETF 6.3 30 20 2.7 -2.3
JGRW Jensen Quality Growth ETF 6.3 57 -7 3.9 -1.1
MFVL Motley Fool Value Factor ETF 6.3 50 0 5.4 +0.4
GPT Intelligent Alpha Atlas ETF 6.2 69 -19 6.1 +1.1
EWS iShares MSCI Singapore ETF 6.2 50 0 3.7 -1.3
ASEA Global X FTSE Southeast Asia ETF 6.2 65 -15 5.1 +0.1
BELT iShares Long-Term U.S. Equity Active ETF 6.1 75 -25 2.2 -2.8
DUSA Davis Select U.S. Equity ETF 5.9 61 -11 6.6 +1.6
CHGX AXS Change Finance ESG ETF 5.9 49 1 4.2 -0.8
QUAL iShares MSCI USA Quality Factor ETF 5.9 15 35 4.3 -0.7
GINN Goldman Sachs Innovate Equity ETF 5.9 52 -2 3.6 -1.4
SPHB Invesco S&P 500 High Beta ETF 5.8 25 25 3.5 -1.5
ASLV Allspring Special Large Value ETF 5.7 35 15 4.9 -0.1
QLTY GMO U.S. Quality ETF 5.7 50 0 3.8 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 5.7 60 -10 4.7 -0.4
ABIG Argent Large Cap ETF 5.7 49 1 4.1 -0.9
VSLU Applied Finance Valuation Large Cap ETF 5.6 49 1 4.8 -0.3
ARKK ARK Innovation ETF 5.6 75 -25 -2.8 -7.8
VIG Vanguard Dividend Appreciation ETF 5.6 5 45 4.8 -0.2
VUSE Vident U.S. Equity Strategy ETF 5.6 50 0 3.6 -1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 5.6 29 21 3.9 -1.1
DVYA iShares Asia/Pacific Dividend ETF 5.4 49 1 6.7 +1.7
SNPG Xtrackers S&P 500 Growth ESG ETF 5.3 15 35 3.9 -1.1
GURU Global X Guru Index ETF 5.3 75 -25 2.3 -2.7
CGGR Capital Group Growth ETF 5.2 39 11 2.6 -2.4
SCHG Schwab U.S. Large-Cap Growth ETF 5.2 4 46 3.3 -1.7
EPP iShares MSCI Pacific ex-Japan ETF 5.2 47 3 4.7 -0.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.2 15 35 4.1 -1.0
DTEC ALPS Disruptive Technologies ETF 5.2 50 0 3.4 -1.6
LOWV AB US Low Volatility Equity ETF 5.1 48 2 4.2 -0.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.0 49 1 3.6 -1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.0 15 35 6.1 +1.1
QGRW WisdomTree U.S. Quality Growth Fund 4.9 28 22 2.8 -2.2
NULC Nuveen ESG Large-Cap ETF 4.9 21 29 3.8 -1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 4.9 31 19 1.8 -3.3
SUSL iShares ESG MSCI USA Leaders ETF 4.9 10 40 4.1 -0.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.9 45 5 4.8 -0.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.8 15 35 4.9 -0.1
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.8 61 -11 -0.7 -5.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.8 75 -25 5.6 +0.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.8 39 11 -1.2 -6.2
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 4.8 19 31 5.1 +0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 4.8 12 38 3.5 -1.5
FMKT The Free Markets ETF 4.7 76 -26 4.1 -0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 4.7 10 40 4.1 -0.9
LGCF Themes US Cash Flow Champions ETF 4.7 30 20 6.9 +1.9
INEQ Columbia International Equity Income ETF 4.7 45 5 7.5 +2.5
PFM Invesco Dividend Achievers ETF 4.6 53 -3 4.5 -0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.6 10 40 3.6 -1.4
LGRO Level Four Large Cap Growth Active ETF 4.5 55 -5 3.4 -1.6
JGLO JPMorgan Global Select Equity ETF 4.5 33 17 4.1 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 4.5 65 -15 3.3 -1.7
TMFC Motley Fool 100 Index ETF 4.4 50 0 2.9 -2.1
AQEC AQE Core ETF 4.4 49 1 5.0 +0.0
KAT Scharf ETF 4.4 87 -37 6.0 +1.0
DAK Dakota Active Equity ETF 4.4 43 7 3.6 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 4.4 9 41 4.8 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.4 18 32 5.0 -0.0
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 8 3.9 -1.1
EMOT First Trust S&P 500 Economic Moat ETF 4.3 60 -10 7.8 +2.8
LRGE ClearBridge Large Cap Growth ESG ETF 4.3 59 -9 2.7 -2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.3 9 41 4.1 -0.9
JQUA JPMorgan U.S. Quality Factor ETF 4.2 12 38 4.7 -0.3
NBDS Neuberger Berman Disrupters ETF 4.2 55 -5 0.7 -4.3
CGUS Capital Group Core Equity ETF 4.2 33 17 3.4 -1.6
BDIV AAM Brentview Dividend Growth ETF 4.2 49 1 3.6 -1.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.2 39 11 3.7 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 4.1 38 12 3.7 -1.3
AGRW Allspring LT Large Growth ETF 4.1 35 15 3.3 -1.7
DIA SPDR Dow Jones Industrial Average ETF 4.1 16 34 4.5 -0.5
MNRS Grayscale Bitcoin Miners ETF 4.0 59 -9 -2.3 -7.3
DSI iShares MSCI KLD 400 Social ETF 4.0 25 25 4.0 -1.0
FLRG Fidelity U.S. Multifactor ETF 4.0 15 35 5.7 +0.7
FXO First Trust Financials AlphaDEX Fund 4.0 62 -12 7.5 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 44 3.2 -1.8
FTCS First Trust Capital Strength ETF 3.9 55 -5 5.4 +0.4
JSTC Adasina Social Justice All Cap Global ETF 3.9 89 -39 4.2 -0.8
JEPI JPMorgan Equity Premium Income ETF 3.9 35 15 5.1 +0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 3.9 35 15 4.1 -0.9
EQWL Invesco S&P 100 Equal Weight ETF 3.9 25 25 5.2 +0.2
TTAC FCF US Quality ETF 3.9 59 -9 5.8 +0.8
SNPE Xtrackers S&P 500 ESG ETF 3.9 10 40 4.2 -0.8
LRGC AB US Large Cap Strategic Equities ETF 3.9 48 2 3.7 -1.3
BLCR iShares Large Cap Core Active ETF 3.9 36 14 2.8 -2.2
DSTL Distillate US Fundamental Stability & Value ETF 3.9 39 11 7.2 +2.2
ADME Aptus Drawdown Managed Equity ETF 3.9 79 -29 3.3 -1.7
IWY iShares Russell Top 200 Growth ETF 3.9 20 30 3.7 -1.3
USMV iShares MSCI USA Min Vol Factor ETF 3.9 15 35 5.2 +0.2
IWP iShares Russell Mid-Cap Growth ETF 3.9 23 27 2.9 -2.1
PRXG Praxis Impact Large Cap Growth ETF 3.9 36 14 3.1 -1.9
USSE Segall Bryant & Hamill Select Equity ETF 3.9 65 -15 2.9 -2.1
SPGP Invesco S&P 500 GARP ETF 3.8 34 16 5.4 +0.4
FMDE Fidelity Enhanced Mid Cap ETF 3.8 23 27 5.1 +0.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.8 65 -15 7.1 +2.1
QUVU Hartford Quality Value ETF 3.8 46 4 5.3 +0.3
FDG American Century Focused Dynamic Growth ETF 3.8 45 5 1.8 -3.2
WOMN Impact Shares YWCA Women's Empowerment ETF 3.8 75 -25 4.6 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.8 9 41 5.0 0.0
IWF iShares Russell 1000 Growth ETF 3.7 19 31 14.7 +9.7
DVGR DAC 3D Dividend Growth ETF 3.7 65 -15 4.6 -0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 3.7 18 32 3.0 -2.0
USCF Themes US Cash Flow Champions ETF 3.7 29 21 7.4 +2.4
DIVE Dana Concentrated Dividend ETF 3.7 65 -15 6.5 +1.5
DVND Touchstone Dividend Select ETF 3.7 67 -17 5.1 +0.1
RUNN Running Oak Efficient Growth ETF 3.7 58 -8 4.6 -0.4
VUG Vanguard Growth ETF 3.7 4 46 20.3 +15.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -35 2.8 -2.2
VONG Vanguard Russell 1000 Growth ETF 3.7 7 43 3.7 -1.4
FFND Future Fund Active ETF 3.7 100 -50 4.2 -0.8
KBWB Invesco KBW Bank ETF 3.6 35 15 6.1 +1.1
FQAL Fidelity Quality Factor ETF 3.6 15 35 4.7 -0.3
AQLT iShares MSCI Global Quality Factor ETF 3.6 18 32 0.0 -5.0
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 41 5.3 +0.3
PY Principal Value ETF 3.6 15 35 6.8 +1.8
SIZE iShares MSCI USA Size Factor ETF 3.6 15 35 5.3 +0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 3.6 60 -10 8.3 +3.3
MGK Vanguard Mega Cap Growth ETF 3.6 7 43 17.1 +12.1
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 28 4.9 -0.1
EDOW First Trust Dow 30 Equal Weight ETF 3.6 50 0 4.4 -0.6
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 3.5 85 -35 0.0 -5.0
EQRR ProShares Equities for Rising Rates ETF 3.5 35 15 5.4 +0.4
NULG Nuveen ESG Large-Cap Growth ETF 3.5 26 24 2.8 -2.2
TMFM Motley Fool Mid-Cap Growth ETF 3.5 85 -35 1.9 -3.1
BEEX BeeHive ETF 3.5 84 -34 3.6 -1.4
LCLG Logan Capital Broad Innovative Growth ETF 3.4 99 -49 2.8 -2.2
GRNY Fundstrat Granny Shots US Large Cap ETF 3.4 75 -25 2.1 -2.9
OEI Optimized Equity Income ETF 3.4 75 -25 3.6 -1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.4 20 30 5.3 +0.3
DSPY Tema S&P 500 Historical Weight ETF 3.4 18 32 4.3 -0.7
TMFS Motley Fool Small-Cap Growth ETF 3.4 85 -35 1.1 -3.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 3.4 32 18 3.8 -1.2
FLV American Century Focused Large Cap Value ETF 3.4 42 8 5.6 +0.6
ENHU iShares Enhanced Large Cap Core Active ETF 3.4 22 28 4.0 -1.0
VO Vanguard Mid-Cap ETF 3.4 4 46 20.3 +15.3
QGRO American Century U.S. Quality Growth ETF 3.3 29 21 3.9 -1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.3 19 31 4.9 -0.1
BUZZ VanEck Social Sentiment ETF 3.3 75 -25 -0.7 -5.7
COWS Amplify Cash Flow Dividend Leaders ETF 3.3 19 31 6.7 +1.7
DWLD Davis Select Worldwide ETF 3.3 63 -13 6.5 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.3 52 -2 4.7 -0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.3 8 42 4.3 -0.7
GGRW Gabelli Growth Innovators ETF 3.3 90 -40 2.0 -3.0
FELG Fidelity Enhanced Large Cap Growth ETF 3.3 18 32 3.3 -1.7
BGIG Bahl & Gaynor Income Growth ETF 3.3 45 5 4.3 -0.7
IVE iShares S&P 500 Value ETF 3.3 18 32 5.4 +0.4
TOPC iShares S&P 500 3% Capped ETF 3.3 15 35 4.2 -0.8
VOOV Vanguard S&P 500 Value ETF 3.3 7 43 5.5 +0.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.2 4 46 5.5 +0.5
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.2 78 -28 9.2 +4.2
NUDV Nuveen ESG Dividend ETF 3.2 26 24 5.9 +0.9
DGRO iShares Core Dividend Growth ETF 3.2 8 42 5.3 +0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.2 40 10 5.1 +0.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.2 35 15 5.1 +0.1
ESGV Vanguard ESG U.S. Stock ETF 3.2 9 41 4.0 -1.0
RDVY First Trust Rising Dividend Achievers ETF 3.2 50 0 4.7 -0.3
ASCE Allspring SMID Core ETF 3.2 38 12 2.8 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 3.2 25 25 4.9 -0.1
STXG Strive 1000 Growth ETF 3.2 18 32 3.2 -1.8
IUSV iShares Core S&P US Value ETF 3.2 4 46 5.7 +0.7
FFOG Franklin Focused Growth ETF 3.2 61 -11 1.6 -3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 43 4.3 -0.8
IVRS iShares Future Metaverse Tech and Communications ETF 3.1 47 3 5.2 +0.2
GQI Natixis Gateway Quality Income ETF 3.1 34 16 4.5 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 3.1 29 21 3.9 -1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.1 10 40 4.1 -0.9
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 23 7.8 +2.8
XVV iShares ESG Screened S&P 500 ETF 3.0 8 42 4.0 -1.0
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -30 3.2 -1.8
FLDZ RiverNorth Patriot ETF 3.0 75 -25 5.4 +0.4
BGDV Bahl & Gaynor Dividend ETF 3.0 45 5 3.8 -1.2
BLCV iShares Large Cap Value Active ETF 3.0 53 -3 5.8 +0.8
RVRB Reverb ETF 3.0 30 20 3.6 -1.4
SRHQ SRH U.S. Quality ETF 3.0 35 15 5.7 +0.7
AVUQ Avantis U.S. Quality ETF 3.0 15 35 3.6 -1.4
IWFG IQ Winslow Focused Large Cap Growth ETF 3.0 65 -15 2.1 -2.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.0 15 35 4.1 -0.9
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF 3.0 9 41 7.5 +2.5
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 1 6.1 +1.1
TOV JLens 500 Jewish Advocacy U.S. ETF 3.0 18 32 3.8 -1.2
GSPY Gotham Enhanced 500 ETF 3.0 50 0 4.2 -0.8
ESGU iShares ESG Aware MSCI USA ETF 3.0 15 35 4.0 -1.0
DFSU Dimensional US Sustainability Core 1 ETF 3.0 18 32 4.5 -0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.0 20 30 4.1 -0.9
GXLC Global X U.S. 500 ETF 3.0 2 48 4.0 -1.0
ILCV iShares Morningstar Value ETF 2.9 4 46 5.1 +0.1
FDLO Fidelity Low Volatility Factor ETF 2.9 15 35 4.7 -0.3
KLMN Invesco MSCI North America Climate ETF 2.9 9 41 4.2 -0.8
SUSA iShares MSCI USA ESG Select ETF 2.9 25 25 3.9 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.9 0 50 12.2 +7.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.9 7 43 4.0 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.9 9 41 3.8 -1.2
CHRI Global X S&P 500 Christian Values ETF 2.9 29 21 3.8 -1.2
PBUS Invesco MSCI USA ETF 2.9 4 46 4.1 -0.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 1 3.6 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 2.9 38 12 4.9 -0.2
ILCB iShares Morningstar U.S. Equity ETF 2.8 3 47 4.0 -1.0
OEF iShares S&P 100 ETF 2.8 20 30 3.7 -1.3
CDIG City Different Investments Global Equity ETF 2.8 75 -25 -1.6 -6.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -10 5.8 +0.8
RSP Invesco S&P 500 Equal Weight ETF 2.8 20 30 5.6 +0.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.8 20 30 3.9 -1.1
VOTE TCW Transform 500 ETF 2.8 5 45 4.0 -1.0
OALC OneAscent Large Cap Core ETF 2.8 86 -36 3.2 -1.8
ABFL Abacus FCF Leaders ETF 2.8 59 -9 3.8 -1.2
VONE Vanguard Russell 1000 ETF 2.8 7 43 4.1 -0.9
IWL iShares Russell Top 200 ETF 2.8 15 35 3.8 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.8 80 -30 3.5 -1.5
IWB iShares Russell 1000 ETF 2.8 15 35 4.0 -1.0
IWR iShares Russell Midcap ETF 2.8 19 31 5.1 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.8 2 48 4.1 -0.9
ILCG iShares Morningstar Growth ETF 2.8 4 46 3.1 -1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.8 11 39 4.0 -1.0
CWS AdvisorShares Focused Equity ETF 2.7 84 -34 4.6 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.7 70 -20 4.5 -0.5
VV Vanguard Large-Cap ETF 2.7 4 46 4.0 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.7 9 41 3.9 -1.1
PFI Invesco Dorsey Wright Financial Momentum ETF 2.7 60 -10 4.4 -0.6
SPY SPDR S&P 500 ETF 2.7 9 41 4.0 -1.0
SPYM State Street SPDR Portfolio S&P 500 ETF 2.7 2 48 4.1 -0.9
IVV iShares Core S&P 500 ETF 2.7 3 47 4.1 -0.9
EWI iShares MSCI Italy ETF 2.7 50 0 10.4 +5.4
IYY iShares Dow Jones U.S. ETF 2.7 20 30 4.0 -1.1
VOO Vanguard S&P 500 ETF 2.7 3 47 4.1 -0.9
MGC Vanguard Mega Cap ETF 2.7 7 43 3.8 -1.2
KBE State Street SPDR S&P Bank ETF 2.7 35 15 7.9 +2.9
SFY SoFi Select 500 ETF 2.7 0 50 3.7 -1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.7 11 39 4.2 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 2.7 30 20 5.0 -0.0
IWV iShares Russell 3000 ETF 2.7 20 30 3.9 -1.1
XLG Invesco S&P 500 Top 50 ETF 2.7 20 30 3.6 -1.4
VTHR Vanguard Russell 3000 ETF 2.7 7 43 4.0 -1.0
DIVS SmartETFs Dividend Builder ETF 2.7 65 -15 4.2 -0.8
CAML Congress Large Cap Growth ETF 2.6 66 -16 2.4 -2.6
ITAN Sparkline Intangible Value ETF 2.6 50 0 5.5 +0.5
ICAP InfraCap Equity Income Fund ETF 2.6 171 -121 4.3 -0.7
ACVF American Conservative Values ETF 2.6 75 -25 3.6 -1.4
INRO iShares U.S. Industry Rotation Active ETF 2.6 42 8 3.4 -1.6
TOGA Tremblant Global ETF 2.6 69 -19 -0.2 -5.2
DIVG Invesco S&P 500 High Dividend Growers ETF 2.6 39 11 7.0 +2.0
FICS First Trust International Developed Capital Strength ETF 2.6 70 -20 6.4 +1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 47 4.0 -1.0
DFUS Dimensional U.S. Equity ETF 2.6 9 41 4.0 -1.0
USEW Cambria US EW ETF 2.6 30 20 4.0 -1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.6 3 47 4.2 -0.8
SAMT Strategas Macro Thematic Opportunities ETF 2.6 65 -15 2.4 -2.6
IMCB iShares Morningstar Mid-Cap ETF 2.6 4 46 5.0 -0.1
VTI Vanguard Total Stock Market ETF 2.6 3 47 4.0 -1.0
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 2.6 86 -36 0.2 -4.8
OTGL OTG Latin America ETF 2.6 269 -219 7.6 +2.6
OSEA Harbor International Compounders ETF 2.6 55 -5 4.2 -0.8
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 -20 0.9 -4.1
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 2.6 86 -36 12.3 +7.3
BRAZ Global X Brazil Active ETF 2.6 75 -25 10.2 +5.2
AVSU Avantis Responsible U.S. Equity ETF 2.6 15 35 4.7 -0.3
CGDV Capital Group Dividend Value ETF 2.6 33 17 3.6 -1.4
ISHP First Trust Nasdaq Retail ETF 2.6 60 -10 5.1 +0.1
IBUY Amplify Online Retail ETF 2.5 65 -15 2.1 -3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.5 35 15 5.8 +0.8
JHML John Hancock Multifactor Large Cap ETF 2.5 29 21 4.3 -0.7
JAVA JPMorgan Active Value ETF 2.5 44 6 5.2 +0.2
DFAU Dimensional US Core Equity Market ETF 2.5 12 38 4.2 -0.8
EPS WisdomTree U.S. LargeCap Fund 2.5 8 42 4.6 -0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 2.5 28 22 5.2 +0.2
RFFC ALPS Active Equity Opportunity ETF 2.5 48 2 3.6 -1.4
MILN Global X Millennial Consumer ETF 2.5 50 0 3.9 -1.1
GDIV Harbor Dividend Growth Leaders ETF 2.5 50 0 3.9 -1.1
TOK iShares MSCI Kokusai ETF 2.5 26 24 4.2 -0.8
FUNL CornerCap Fundametrics Large-Cap ETF 2.5 50 0 6.4 +1.4
TRFM AAM Transformers ETF 2.5 49 1 0.9 -4.1
RAUS RACWI US ETF 2.5 15 35 4.0 -1.0
CGIE Capital Group International Equity ETF 2.5 54 -4 4.4 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -25 4.5 -0.5
TOPT iShares Top 20 U.S. Stocks ETF 2.4 20 30 3.2 -1.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.4 29 21 7.0 +2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 36 4.0 -1.0
ACEP ARS Core Equity ETF 2.4 45 5 4.0 -1.0
SCHX Schwab U.S. Large-Cap ETF 2.4 3 47 4.2 -0.9
RNIN Bushido Capital US SMID Cap Equity ETF 2.4 70 -20 9.2 +4.2
IEDI iShares U.S. Consumer Focused ETF 2.4 18 32 5.2 +0.2
IWS iShares Russell Mid-Cap Value ETF 2.4 23 27 5.7 +0.7
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 21 3.7 -1.3
AIA iShares Asia 50 ETF 2.4 50 0 7.6 +2.6
KOKU Xtrackers MSCI Kokusai Equity ETF 2.4 9 41 4.3 -0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -8 5.1 +0.1
JPEF JPMorgan Equity Focus ETF 2.4 50 0 3.7 -1.3
XOEF iShares S&P 500 ex S&P 100 ETF 2.4 20 30 4.5 -0.5
DCOR Dimensional US Core Equity 1 ETF 2.4 14 36 4.4 -0.6
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 22 5.5 +0.5
FCPI Fidelity Stocks for Inflation ETF 2.4 15 35 5.7 +0.7
SCHK Schwab 1000 Index ETF 2.3 5 45 4.1 -0.9
URTH iShares MSCI World ETF 2.3 24 26 4.2 -0.8
DFAC Dimensional U.S. Core Equity 2 ETF 2.3 17 33 4.5 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 38 4.3 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 22 4.9 -0.1
AIVI WisdomTree International AI Enhanced Value Fund 2.3 58 -8 5.9 +0.9
EWP iShares MSCI Spain ETF 2.3 50 0 5.5 +0.5
PTL Inspire 500 ETF 2.3 9 41 4.3 -0.7
HDUS Hartford Disciplined US Equity ETF 2.3 19 31 4.6 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 -9 1.8 -3.3
APUE ActivePassive U.S. Equity ETF 2.3 45 5 3.8 -1.2
GEW Cambria Global EW ETF 2.3 29 21 5.2 +0.2
TMFX Motley Fool Next Index ETF 2.3 50 0 2.8 -2.3
SCHB Schwab U.S. Broad Market ETF 2.3 3 47 4.1 -0.9
EUFN iShares MSCI Europe Financials ETF 2.3 51 -1 6.3 +1.3
AVUS Avantis U.S. Equity ETF 2.3 15 35 4.6 -0.4
KLMT Invesco MSCI Global Climate 500 ETF 2.3 10 40 4.8 -0.2
VOOG Vanguard S&P 500 Growth ETF 2.3 7 43 18.2 +13.2
DXUV Dimensional US Vector Equity ETF 2.3 28 22 5.0 -0.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.3 4 46 3.0 -2.0
IVW iShares S&P 500 Growth ETF 2.2 18 32 2.9 -2.1
LRGF iShares U.S. Equity Factor ETF 2.2 8 42 4.5 -0.5
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 32 5.8 +0.8
FKU First Trust United Kingdom AlphaDEX Fund 2.2 80 -30 6.9 +1.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 25 4.7 -0.3
EQL Alps Equal Sector Weight ETF 2.2 25 25 5.0 -0.0
XDAT Franklin Exponential Data ETF 2.2 50 0 1.1 -3.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 20 7.3 +2.3
SGLC SGI U.S. Large Cap Core ETF 2.2 85 -35 3.5 -1.5
PSCF Invesco S&P SmallCap Financials ETF 2.2 29 21 7.8 +2.8
HAPI Harbor Human Capital Factor US Large Cap ETF 2.2 36 14 4.0 -1.0
ROE Astoria US Quality Kings ETF 2.2 49 1 5.1 +0.1
IUSG iShares Core S&P U.S. Growth ETF 2.2 4 46 3.0 -2.0
FSST Fidelity Sustainable U.S. Equity ETF 2.2 59 -9 3.6 -1.4
RNMC First Trust Mid Cap US Equity Select ETF 2.1 60 -10 6.6 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.1 20 30 4.6 -0.4
IETC iShares U.S. Tech Independence Focused ETF 2.1 18 32 3.0 -2.0
ACWI iShares MSCI ACWI ETF 2.1 32 18 4.5 -0.5
SFTY Horizon Managed Risk ETF 2.1 77 -27 3.4 -1.7
HGRO Hedgeye Quality Growth ETF 2.1 70 -20 3.4 -1.6
FELC Fidelity Enhanced Large Cap Core ETF 2.1 18 32 4.2 -0.8
WUGI AXS Esoterica NextG Economy ETF 2.1 75 -25 1.5 -3.5
FVAL Fidelity Value Factor ETF 2.1 15 35 5.7 +0.7
MAGA Point Bridge America First ETF 2.1 72 -22 5.0 -0.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.1 35 15 3.3 -1.7
LCF Touchstone US Large Cap Focused ETF 2.1 69 -19 3.5 -1.5
SWP SWP Growth & Income ETF 2.1 99 -49 4.2 -0.8
AIEQ AI Powered Equity ETF 2.1 75 -25 3.6 -1.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.1 12 38 5.4 +0.4
FVD First Trust Value Line Dividend Index Fund 2.1 65 -15 5.5 +0.5
STOX Horizon Core Equity ETF 2.1 70 -20 3.4 -1.6
DIVL Madison Dividend Value ETF 2.1 65 -15 4.7 -0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.1 60 -10 4.4 -0.6
FBCV Fidelity Blue Chip Value ETF 2.1 59 -9 5.4 +0.4
GOP Unusual Whales Subversive Republican Trading ETF 2.0 50 0 4.1 -0.9
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -5 4.9 -0.1
DFVX Dimensional US Large Cap Vector ETF 2.0 22 28 5.1 +0.1
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -40 7.3 +2.3
JHID John Hancock International High Dividend ETF 2.0 46 4 7.6 +2.6
AGQI First Trust Active Global Quality Income ETF 2.0 85 -35 6.1 +1.1
RCGE RockCreek Global Equality ETF 2.0 95 -45 5.7 +0.7
FTGS First Trust Growth Strength ETF 2.0 60 -10 3.4 -1.6
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 30 7.4 +2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.0 12 38 6.0 +1.0
FFTY Innovator IBD 50 ETF 2.0 80 -30 0.0 -5.0
AZTD Aztlan Global Stock Selection DM SMID ETF 2.0 75 -25 4.0 -1.0
FMTM MarketDesk Focused U.S. Momentum ETF 2.0 45 5 4.8 -0.3
CTEF Castellan Targeted Equity ETF 2.0 45 5 2.6 -2.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.0 75 -25 1.8 -3.2
ACWV iShares MSCI Global Min Vol Factor ETF 2.0 20 30 5.6 +0.6
IQLT iShares MSCI Intl Quality Factor ETF 1.9 30 20 5.3 +0.3
FLGB Franklin FTSE United Kingdom ETF 1.9 9 41 6.5 +1.5
EUDV ProShares MSCI Europe Dividend Growers ETF 1.9 55 -5 5.6 +0.6
VT Vanguard Total World Stock ETF 1.9 6 44 4.9 -0.1
IWD iShares Russell 1000 Value ETF 1.9 19 31 5.0 0.0
SFYF SoFi Social 50 ETF 1.9 29 21 0.8 -4.2
ABOT Abacus FCF Innovation Leaders ETF 1.9 69 -19 3.6 -1.5
SNPV Xtrackers S&P 500 Value ESG ETF 1.9 15 35 5.3 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 43 5.1 +0.1
VONV Vanguard Russell 1000 Value ETF 1.9 7 43 5.1 +0.1
DURA VanEck Durable High Dividend ETF 1.9 29 21 6.3 +1.3
GLOF iShares Global Equity Factor ETF 1.9 20 30 5.4 +0.4
MVPA Miller Value Partners Appreciation ETF 1.9 60 -10 9.2 +4.2
KBWD Invesco KBW High Dividend Yield Financial ETF 1.9 384 -334 17.4 +12.4
NUDM Nuveen ESG International Developed Markets Equity ETF 1.9 31 19 5.2 +0.2
CGXU Capital Group International Focus Equity ETF 1.9 54 -4 3.7 -1.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 30 7.0 +2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 41 4.2 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 1.9 12 38 5.1 +0.1
COPY Tweedy, Browne Insider + Value ETF 1.9 80 -30 14.0 +9.0
AFLG First Trust Active Factor Large Cap ETF 1.9 55 -5 4.8 -0.2
DMXF iShares ESG Advanced MSCI EAFE ETF 1.9 12 38 4.8 -0.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.9 15 35 2.9 -2.1
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 37 5.2 +0.2
CSMD Congress SMid Growth ETF 1.8 69 -19 3.4 -1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 21 5.4 +0.4
ICPY Tweedy, Browne International Insider Value ETF 1.8 80 -30 20.1 +15.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.8 60 -10 4.8 -0.2
VFVA Vanguard U.S. Value Factor ETF 1.8 13 37 8.6 +3.6
MGV Vanguard Mega Cap Value ETF 1.8 7 43 5.2 +0.2
VTV Vanguard Value ETF 1.8 4 46 5.6 +0.6
THRO iShares U.S. Thematic Rotation Active ETF 1.8 90 -40 3.0 -2.0
EWZ iShares MSCI Brazil ETF 1.8 58 -8 10.6 +5.6
ILF iShares Latin America 40 ETF 1.8 48 2 9.5 +4.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -15 4.6 -0.4
VAMO Cambria Value & Momentum ETF 1.8 61 -11 5.1 +0.1
EBI Longview Advantage ETF 1.8 35 15 5.7 +0.7
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -9 2.2 -2.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.8 9 41 4.7 -0.3
VYM Vanguard High Dividend Yield Index ETF 1.8 6 44 5.9 +0.9
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.8 22 28 5.6 +0.6
JIRE JPMorgan International Research Enhanced Equity ETF 1.8 24 26 5.6 +0.6
PRXV Praxis Impact Large Cap Value ETF 1.7 36 14 5.3 +0.3
WCLD WisdomTree Cloud Computing Fund 1.7 45 5 1.2 -3.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -30 5.7 +0.7
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 1.7 61 -11 5.7 +0.7
IWX iShares Russell Top 200 Value ETF 1.7 20 30 4.7 -0.4
BKCH Global X Blockchain ETF 1.7 50 0 -3.2 -8.2
SSPY Syntax Stratified LargeCap ETF 1.7 30 20 5.8 +0.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.7 25 25 5.4 +0.4
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.7 75 -25 1.9 -3.1
RGEF Rockefeller Global Equity ETF 1.7 55 -5 3.7 -1.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.7 20 30 5.9 +0.9
EWUS iShares MSCI United Kingdom Small Cap ETF 1.7 59 -9 6.9 +1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 25 4.0 -1.0
WTV WisdomTree US Value ETF 1.7 12 38 7.5 +2.5
XSW State Street SPDR S&P Software & Services ETF 1.7 35 15 2.5 -2.5
SCHY Schwab International Dividend Equity ETF 1.7 14 36 8.1 +3.1
RNSC Furst Trust Small Cap US Equity Select ETF 1.7 60 -10 4.5 -0.5
ETHO Etho Climate Leadership U.S. ETF 1.7 47 3 3.9 -1.1
EWU iShares MSCI United Kingdom ETF 1.7 50 0 7.0 +2.0
VXF Vanguard Extended Market ETF 1.6 5 45 3.6 -1.4
EVUS iShares ESG Aware MSCI USA Value ETF 1.6 18 32 5.4 +0.4
RAFE PIMCO RAFI ESG U.S. ETF 1.6 29 21 5.9 +0.9
JHDV John Hancock U.S. High Dividend ETF 1.6 34 16 5.7 +0.7
PRF Invesco FTSE RAFI US 1000 ETF 1.6 34 16 5.4 +0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.6 7 43 6.4 +1.4
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 8 5.2 +0.2
JGRO JPMorgan Active Growth ETF 1.6 44 6 2.5 -2.5
RW Rainwater Equity ETF 1.6 125 -75 3.0 -2.0
SMCF Themes US Small Cap Cash Flow Champions ETF 1.6 29 21 9.1 +4.1
TPHD Timothy Plan High Dividend Stock ETF 1.6 52 -2 5.8 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 1.6 38 12 7.8 +2.8
BFOR ALPS Barron's 400 ETF 1.5 65 -15 20.5 +15.5
JADE JPMorgan Active Developing Markets Equity ETF 1.5 65 -15 5.9 +0.9
BIBL Inspire 100 ETF 1.5 35 15 4.1 -1.0
PWV Invesco Large Cap Value ETF 1.5 55 -5 5.9 +0.9
YOKE Yoke Core ETF 1.5 42 8 3.6 -1.4
LIVR Intelligent Livermore ETF 1.5 69 -19 3.1 -1.9
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 1.5 32 18 5.2 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.5 19 31 4.6 -0.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.5 49 1 2.9 -2.1
AVIV Avantis International Large Cap Value ETF 1.5 25 25 6.7 +1.7
VSDA VictoryShares Dividend Accelerator ETF 1.5 35 15 6.1 +1.1
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 24 5.0 -0.1
RWL Invesco S&P 500 Revenue ETF 1.5 39 11 5.5 +0.5
ANEW ProShares MSCI Transformational Changes ETF 1.5 45 5 4.2 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.5 25 25 5.9 +0.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 1.5 40 10 4.3 -0.8
RPG Invesco S&P 500 Pure Growth ETF 1.5 35 15 2.6 -2.4
LVHI Franklin International Low Volatility High Dividend Index ET 1.5 40 10 7.3 +2.3
VBK Vanguard Small-Cap Growth ETF 1.4 7 43 1.2 -3.8
CGDG Capital Group Dividend Growers ETF 1.4 47 3 5.0 +0.0
GVLU Gotham 1000 Value ETF 1.4 50 0 7.8 +2.8
OPTZ Optimize Strategy Index ETF 1.4 50 0 3.3 -1.7
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 32 7.5 +2.5
BLES Inspire Global Hope ETF 1.4 61 -11 5.5 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 25 5.9 +0.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.4 15 35 7.6 +2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 8 3.9 -1.1
EMC Global X Emerging Markets Great Consumer ETF 1.4 75 -25 7.1 +2.1
STXV Strive 1000 Value ETF 1.4 18 32 6.6 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 40 7.6 +2.6
CLOD Themes Cloud Computing ETF 1.4 35 15 2.9 -2.1
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 1.4 80 -30 5.2 +0.2
IUS Invesco RAFI Strategic US ETF 1.4 19 31 5.3 +0.3
MVAL VanEck Morningstar Wide Moat Value ETF 1.4 49 1 6.0 +1.0
MOAT VanEck Morningstar Wide Moat ETF 1.4 46 4 5.2 +0.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.4 20 30 4.0 -1.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.3 20 30 5.8 +0.8
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 15 3.2 -1.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 19 5.2 +0.2
PSP Invesco Global Listed Private Equity ETF 1.3 106 -56 6.3 +1.3
WBIY WBI Power Factor High Dividend ETF 1.3 100 -50 11.3 +6.3
TBG TBG Dividend Focus ETF 1.3 59 -9 6.0 +1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.3 35 15 2.8 -2.2
PRAY FIS Christian Stock Fund 1.3 69 -19 3.9 -1.1
XITK State Street SPDR FactSet Innovative Technology ETF 1.3 45 5 0.1 -4.9
EFG iShares MSCI EAFE Growth ETF 1.3 36 14 3.7 -1.3
IPAC iShares Core MSCI Pacific ETF 1.3 9 41 5.3 +0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.3 56 -6 6.6 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 46 16.4 +11.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 25 6.9 +1.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -14 1.2 -3.8
JIG JPMorgan International Growth ETF 1.2 55 -5 3.6 -1.4
NIXT Research Affiliates Deletions ETF 1.2 9 41 5.9 +0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 15 6.7 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 12 6.6 +1.6
HOMZ Hoya Capital Housing ETF 1.2 30 20 9.8 +4.8
OSCV Opus Small Cap Value ETF 1.2 79 -29 5.6 +0.6
CGGO Capital Group Global Growth Equity ETF 1.2 47 3 3.9 -1.1
HYP Golden Eagle Dynamic Hypergrowth ETF 1.2 85 -35 -0.8 -5.8
IDMO Invesco S&P International Developed Momentum ETF 1.2 25 25 5.0 -0.0
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 44 7.2 +2.2
IQSI IQ Candriam International Equity ETF 1.2 15 35 5.4 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.2 15 35 7.4 +2.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -25 2.8 -2.2
BKF iShares MSCI BIC ETF 1.2 69 -19 14.4 +9.4
VLUE iShares MSCI USA Value Factor ETF 1.2 15 35 6.1 +1.1
DSTX Distillate International Fundamental Stability & Value ETF 1.2 55 -5 6.3 +1.3
YNOT Horizon Digital Frontier ETF 1.2 75 -25 2.5 -2.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.2 79 -29 3.9 -1.1
MDY SPDR S&P Midcap 400 ETF Trust 1.2 23 27 5.7 +0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 11 6.9 +1.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 38 3.2 -1.8
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 0 5.5 +0.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -45 -0.6 -5.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.1 35 15 5.5 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 44 6.6 +1.6
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -56 9.6 +4.6
DIM WisdomTree International MidCap Dividend Fund 1.1 58 -8 6.2 +1.2
FELV Fidelity Enhanced Large Cap Value ETF 1.1 18 32 5.2 +0.2
POWA Invesco Bloomberg Pricing Power ETF 1.1 40 10 5.6 +0.6
IJH iShares Core S&P Mid-Cap ETF 1.1 5 45 5.9 +0.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.1 55 -5 8.3 +3.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 47 5.9 +0.9
ISCB iShares Morningstar Small-Cap ETF 1.1 4 46 5.1 +0.1
VB Vanguard Small-Cap ETF 1.1 5 45 5.0 -0.0
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 33 6.2 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 43 5.9 +0.9
IGV iShares Expanded Tech-Software Sector ETF 1.1 41 9 3.2 -1.9
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 46 5.4 +0.4
XSHQ Invesco S&P SmallCap Quality ETF 1.1 29 21 6.3 +1.3
IOO iShares Global 100 ETF 1.1 41 9 3.7 -1.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.1 20 30 4.2 -0.9
AAXJ iShares MSCI All Country Asia ex Japan ETF 1.1 70 -20 6.9 +1.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 35 4.9 -0.1
DIVB iShares Core Dividend ETF 1.1 5 45 6.4 +1.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 20 3.9 -1.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.1 36 14 7.6 +2.6
XT iShares Exponential Technologies ETF 1.1 46 4 3.9 -1.2
DTH WisdomTree International High Dividend Fund 1.1 58 -8 7.0 +2.0
DIVN Horizon Dividend Income ETF 1.1 70 -20 6.4 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 44 2.6 -2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 10 40 3.4 -1.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.0 15 35 3.4 -1.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -10 6.5 +1.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 35 3.7 -1.3
SMMD iShares Russell 2500 ETF 1.0 15 35 5.2 +0.2
VOE Vanguard Mid-Cap Value ETF 1.0 7 43 6.5 +1.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -10 3.1 -1.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 32 3.4 -1.6
FSGS First Trust SMID Growth Strength ETF 1.0 60 -10 4.6 -0.4
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 1.0 20 30 5.4 +0.4
IQDY FlexShares International Quality Dividend Dynamic Index Fund 1.0 47 3 7.0 +2.0
ESGD iShares ESG Aware MSCI EAFE ETF 1.0 20 30 5.6 +0.6
VPL Vanguard FTSE Pacific ETF 1.0 7 43 5.1 +0.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 35 4.7 -0.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 38 3.8 -1.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.0 35 15 4.6 -0.4
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.9 30 20 5.9 +0.9
SMOX Horizon Small/Mid Cap Core Equity ETF 0.9 75 -25 5.1 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 26 5.7 +0.7
EMXF iShares ESG Advanced MSCI EM ETF 0.9 16 34 6.6 +1.6
VIGI Vanguard International Dividend Appreciation ETF 0.9 10 40 5.8 +0.8
EFA iShares MSCI EAFE ETF 0.9 35 15 5.5 +0.5
HEFA iShares Currency Hedged MSCI EAFE ETF 0.9 35 15 5.5 +0.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.9 30 20 4.6 -0.4
FEX First Trust Large Cap Core AlphaDEX Fund 0.9 59 -9 4.8 -0.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.9 35 15 5.4 +0.4
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 46 5.7 +0.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -10 9.0 +4.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 35 6.5 +1.5
METV Roundhill Ball Metaverse ETF 0.9 59 -9 7.9 +2.9
DIHP Dimensional International High Profitability ETF 0.9 29 21 5.6 +0.6
DHS WisdomTree U.S. High Dividend Fund 0.9 38 12 7.8 +2.8
EES WisdomTree U.S. SmallCap Fund 0.9 38 12 7.3 +2.3
AVSD Avantis Responsible International Equity ETF 0.9 23 27 5.7 +0.7
VBR Vanguard Small Cap Value ETF 0.9 7 43 7.4 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 -5 4.0 -1.0
ITEQ BlueStar Israel Technology ETF 0.9 75 -25 1.1 -3.9
STXI Strive International Developed Markets ETF 0.9 29 21 6.3 +1.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.9 19 31 7.1 +2.1
RPV Invesco S&P 500 Pure Value ETF 0.9 35 15 8.4 +3.4
STXM Strive Mid-Cap ETF 0.8 18 32 5.9 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 40 4.1 -1.0
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 38 5.7 +0.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.8 15 35 4.0 -1.0
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 33 4.0 -1.0
QDF FlexShares Quality Dividend Index Fund 0.8 37 13 5.1 +0.1
RITA ETFB Green SRI REITs ETF 0.8 50 0 5.3 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 0.8 25 25 6.5 +1.5
RWR State Street SPDR Dow Jones REIT ETF 0.8 25 25 6.5 +1.5
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 0.8 11 39 6.8 +1.8
PPTY US Diversified Real Estate ETF 0.8 53 -3 7.2 +2.2
PSR Invesco Active U.S. Real Estate Fund 0.8 35 15 6.8 +1.8
NURE Nuveen Short-Term REIT ETF 0.8 35 15 6.7 +1.7
GQRE FlexShares Global Quality Real Estate Index Fund 0.8 45 5 7.2 +2.2
REZ iShares Residential and Multisector Real Estate ETF 0.8 48 2 5.7 +0.7
HAUS Residential REIT ETF 0.8 60 -10 3.7 -1.3
ICF iShares Cohen & Steers REIT ETF 0.8 33 17 7.1 +2.1
BYRE Principal Real Estate Active Opportunities ETF 0.8 65 -15 6.9 +1.9
USRT iShares Core U.S. REIT ETF 0.8 8 42 6.7 +1.7
FPRO Fidelity Real Estate Investment ETF 0.8 59 -9 5.9 +0.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.8 39 11 7.3 +2.3
XLI Industrial Select Sector SPDR 0.8 8 42 3.5 -1.6
IEFA iShares Core MSCI EAFE ETF 0.8 7 43 5.9 +0.9
DFSI Dimensional International Sustainability Core 1 ETF 0.8 24 26 5.5 +0.5
ROUS Hartford Multifactor US Equity ETF 0.8 19 31 5.2 +0.2
DEW WisdomTree Global High Dividend Fund 0.8 58 -8 6.9 +1.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -6 9.3 +4.3
DWX SPDR S&P International Dividend ETF 0.8 45 5 6.6 +1.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -20 9.0 +4.0
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 5.8 +0.8
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.8 33 17 6.7 +1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.8 37 13 5.3 +0.3
JPSV JPMorgan Active Small Cap Value ETF 0.8 74 -24 6.8 +1.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.8 36 14 5.1 +0.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 35 5.9 +0.9
FPX First Trust US Equity Opportunities ETF 0.8 61 -11 0.8 -4.2
DFUV Dimensional US Marketwide Value ETF 0.8 22 28 5.8 +0.8
WLDR Affinity World Leaders Equity ETF 0.8 67 -17 5.5 +0.5
USRD Themes US R&D Champions ETF 0.8 29 21 4.0 -1.0
FDWM Fidelity Women's Leadership ETF 0.8 59 -9 3.9 -1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.8 60 -10 4.1 -0.9
ARGT Global X MSCI Argentina ETF 0.8 59 -9 3.3 -1.8
GKAT Scharf Global Opportunity ETF 0.8 57 -7 5.7 +0.7
VCR Vanguard Consumer Discretionary ETF 0.8 9 41 4.4 -0.6
EBIZ Global X E-Commerce ETF 0.8 50 0 4.3 -0.7
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.8 60 -10 8.7 +3.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.8 8 42 4.4 -0.6
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.8 25 25 3.5 -1.5
ONLN ProShares Online Retail ETF 0.8 58 -8 1.2 -3.8
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 2.4 -2.7
PNQI Invesco NASDAQ Internet ETF 0.8 60 -10 3.7 -1.3
XC WisdomTree Emerging Markets Ex-China Fund 0.8 32 18 6.3 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.8 58 -8 3.0 -2.0
EMMF WisdomTree Emerging Markets Multifactor Fund 0.8 48 2 8.6 +3.6
DFAR Dimensional US Real Estate ETF 0.8 19 31 7.0 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.8 39 11 2.1 -2.9
WRND IQ Global Equity R&D Leaders ETF 0.8 18 32 3.9 -1.1
FIDI Fidelity International High Dividend ETF 0.8 18 32 6.9 +1.9
VYMI Vanguard International High Dividend Yield ETF 0.8 17 33 7.7 +2.7
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 22 8.1 +3.1
IYR iShares U.S. Real Estate ETF 0.8 40 10 6.7 +1.7
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 25 5.8 +0.8
DOL WisdomTree International LargeCap Dividend Fund 0.8 48 2 5.4 +0.4
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.8 25 25 5.9 +0.9
TPIF Timothy Plan International ETF 0.8 62 -12 5.4 +0.4
GSID Goldman Sachs MarketBeta International Equity ETF 0.8 20 30 5.6 +0.6
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 8 5.7 +0.7
ISRA VanEck Israel ETF 0.7 59 -9 5.8 +0.8
IDEV iShares Core MSCI International Developed Markets ETF 0.7 4 46 5.8 +0.8
SKYY First Trust Cloud Computing ETF 0.7 60 -10 2.5 -2.5
MEM Matthews Emerging Markets Equity Active ETF 0.7 79 -29 8.4 +3.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 35 5.8 +0.8
DGLO First Trust RBA Deglobalization ETF 0.7 70 -20 5.1 +0.1
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.7 32 18 7.5 +2.5
CWI SPDR MSCI ACWI ex-US ETF 0.7 30 20 6.3 +1.3
FRI First Trust S&P REIT Index Fund 0.7 50 0 6.3 +1.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.7 35 15 6.1 +1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 15 6.7 +1.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 30 0.8 -4.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 20 3.6 -1.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.7 60 -10 7.1 +2.1
SCHF Schwab International Equity ETF 0.7 6 44 5.8 +0.8
VALQ American Century U.S. Quality Value ETF 0.7 29 21 6.9 +1.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.7 40 10 5.5 +0.5
DIVI Franklin International Core Dividend Tilt Index ETF 0.7 9 41 6.4 +1.4
DWM WisdomTree International Equity Fund 0.7 48 2 5.4 +0.4
HFXI IQ FTSE International Equity Currency Neutral ETF 0.7 20 30 5.5 +0.5
SCHH Schwab U.S. REIT ETF 0.7 7 43 7.0 +2.0
DEMZ Democratic Large Cap Core ETF 0.7 45 5 3.7 -1.4
FREL Fidelity MSCI Real Estate Index ETF 0.7 8 42 6.8 +1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 0.7 45 5 8.8 +3.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.7 20 30 8.3 +3.3
ACWX iShares MSCI ACWI ex U.S. ETF 0.7 34 16 6.2 +1.2
SCHD Schwab US Dividend Equity ETF 0.7 6 44 7.8 +2.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.7 54 -4 6.0 +1.0
DFIC Dimensional International Core Equity 2 ETF 0.7 23 27 6.1 +1.1
VEA Vanguard FTSE Developed Markets ETF 0.7 3 47 5.8 +0.8
BKIE BNY Mellon International Equity ETF 0.7 4 46 17.4 +12.4
JVAL JPMorgan U.S. Value Factor ETF 0.7 12 38 6.5 +1.5
DFAI Dimensional International Core Equity Market ETF 0.7 18 32 5.9 +0.9
DISV Dimensional International Small Cap Value ETF 0.7 42 8 7.9 +2.9
VSGX Vanguard ESG International Stock ETF 0.7 10 40 6.4 +1.4
ULVM VictoryShares US Value Momentum ETF 0.7 20 30 5.8 +0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.7 3 47 5.7 +0.7
VIS Vanguard Industrials ETF 0.7 9 41 3.5 -1.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 15 10.5 +5.5
QQQM Invesco NASDAQ 100 ETF 0.7 15 35 3.2 -1.8
QQQ Invesco QQQ Trust Series I 0.7 20 30 3.2 -1.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.6 60 -10 5.5 +0.5
KRE State Street SPDR S&P Regional Banking ETF 0.6 35 15 7.8 +2.8
VNQ Vanguard Real Estate ETF 0.6 13 37 6.6 +1.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.6 21 29 2.9 -2.2
JHMD John Hancock Multifactor Developed International ETF 0.6 39 11 6.0 +1.0
QQMG Invesco ESG NASDAQ 100 ETF 0.6 20 30 3.1 -1.9
IXUS iShares Core MSCI Total International Stock ETF 0.6 7 43 6.4 +1.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.6 12 38 5.7 +0.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 47 5.9 +0.9
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 43 5.7 +0.7
IJR iShares Core S&P Small Cap ETF 0.6 6 44 5.9 +0.9
STXK Strive Small-Cap ETF 0.6 18 32 4.9 -0.1
YALL God Bless America ETF 0.6 65 -15 4.4 -0.6
DAT ProShares Big Data Refiners ETF 0.6 58 -8 2.7 -2.3
FLEE Franklin FTSE Europe ETF 0.6 9 41 6.1 +1.1
EMM Global X Emerging Markets ex-China ETF 0.6 75 -25 4.7 -0.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 0.6 57 -7 2.3 -2.7
CBSE Clough Select Equity ETF 0.6 85 -35 0.4 -4.6
REET iShares Global REIT ETF 0.6 14 36 6.7 +1.7
RWO SPDR Dow Jones Global Real Estate ETF 0.6 50 0 6.1 +1.1
DGT State Street SPDR Global Dow ETF 0.6 50 0 5.5 +0.5
AVMV Avantis U.S. Mid Cap Value ETF 0.6 20 30 7.0 +2.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.6 67 -17 8.1 +3.1
VGK Vanguard FTSE Europe ETF 0.6 6 44 6.3 +1.3
DFNV Donoghue Forlines Innovation ETF 0.6 69 -19 3.8 -1.2
EZM WisdomTree U.S. MidCap Fund 0.6 38 12 7.6 +2.6
MOTG VanEck Morningstar Global Wide Moat ETF 0.6 52 -2 7.5 +2.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.6 59 -9 7.5 +2.5
CVAR Cultivar ETF 0.6 87 -37 6.7 +1.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.6 89 -39 7.3 +2.3
FSCS First Trust SMID Capital Strength ETF 0.6 60 -10 6.7 +1.7
DFIS Dimensional International Small Cap ETF 0.6 39 11 6.0 +1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -10 5.9 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 33 4.7 -0.3
FIDU Fidelity MSCI Industrial Index ETF 0.6 8 42 3.5 -1.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.6 18 32 6.2 +1.2
IEUR iShares Core MSCI Europe ETF 0.6 11 39 6.2 +1.2
WGMI Valkyrie Bitcoin Miners ETF 0.6 75 -25 -2.8 -7.8
SPEU SPDR Portfolio Europe ETF 0.6 7 43 6.3 +1.3
VIDI Vident International Equity Strategy ETF 0.6 61 -11 8.2 +3.2
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 35 6.2 +1.2
IDV iShares International Select Dividend ETF 0.6 51 -1 9.0 +4.0
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 0.6 80 -30 3.7 -1.4
SDIV Global X Superdividend ETF 0.6 58 -8 13.6 +8.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.6 49 1 7.5 +2.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.6 41 9 5.8 +0.8
EFV iShares MSCI EAFE Value ETF 0.6 34 16 7.2 +2.2
IDLV Invesco S&P International Developed Low Volatility ETF 0.6 25 25 6.2 +1.2
AVDE Avantis International Equity ETF 0.6 23 27 6.0 +1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.5 49 1 4.5 -0.6
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -9 7.2 +2.2
AVRE Avantis Real Estate ETF 0.5 17 33 6.6 +1.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.5 12 38 5.1 +0.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 30 5.4 +0.4
EMXC iShares MSCI Emerging Markets ex China ETF 0.5 25 25 5.1 +0.1
WSML iShares MSCI World Small-Cap ETF 0.5 15 35 5.2 +0.2
DFGR Dimensional Global Real Estate ETF 0.5 22 28 6.8 +1.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.5 4 46 6.5 +1.5
SPVM Invesco S&P 500 Value with Momentum ETF 0.5 39 11 6.0 +1.0
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 8 6.6 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 32 6.6 +1.6
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.5 24 26 6.8 +1.8
ERET iShares Environmentally Aware Real Estate ETF 0.5 30 20 6.7 +1.7
TIME Clockwise Core Equity & Innovation ETF 0.5 95 -45 2.1 -3.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 12 7.6 +2.6
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.5 46 4 5.2 +0.2
VXUS Vanguard Total International Stock ETF 0.5 5 45 6.5 +1.5
IEV iShares Europe ETF 0.5 67 -17 5.7 +0.7
IGPT Invesco AI and Next Gen Software ETF 0.5 60 -10 2.4 -2.6
IPO Renaissance IPO ETF 0.5 60 -10 1.6 -3.5
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -2 6.2 +1.2
BBEU JPMorgan BetaBuilders Europe ETF 0.5 9 41 6.0 +1.0
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 35 5.6 +0.6
EXI iShares Global Industrials ETF 0.5 42 8 3.4 -1.6
MFIG Motley Fool Innovative Growth Factor ETF 0.5 50 0 2.7 -2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.5 39 11 6.1 +1.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 41 3.4 -1.6
WWJD Inspire International ETF 0.5 80 -30 6.1 +1.1
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -22 5.5 +0.5
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.5 30 20 7.9 +2.9
SPMO Invesco S&P 500 Momentum ETF 0.5 13 37 2.9 -2.1
IQDF FlexShares International Quality Dividend Index Fund 0.4 47 3 7.3 +2.3
TTAI FCF International Quality ETF 0.4 59 -9 6.9 +1.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 1 6.9 +1.9
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 0.4 14 36 5.1 +0.1
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 15 4.0 -1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -9 8.1 +3.1
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.4 69 -19 7.6 +2.6
PDP Invesco Dorsey Wright Momentum ETF 0.4 62 -12 1.5 -3.5
ISCF iShares International SmallCap Equity Factor ETF 0.4 23 27 7.1 +2.1
EEM iShares MSCI Emerging Markets ETF 0.4 69 -19 7.8 +2.8
DFSV Dimensional US Small Cap Value ETF 0.4 31 19 8.3 +3.3
XCNY SPDR S&P Emerging Markets ex-China ETF 0.4 15 35 5.6 +0.6
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.4 24 26 5.2 +0.2
EIS iShares MSCI Israel ETF 0.4 58 -8 6.7 +1.7
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 11 6.6 +1.6
DFAS Dimensional U.S. Small Cap ETF 0.4 26 24 5.2 +0.2
EMGF iShares Emerging Markets Equity Factor ETF 0.4 25 25 8.9 +3.9
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.4 15 35 8.8 +3.8
SPEM SPDR Portfolio Emerging Markets ETF 0.4 7 43 9.4 +4.4
FEP First Trust Europe AlphaDEX Fund 0.4 80 -30 6.7 +1.7
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.4 39 11 6.8 +1.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 0.4 48 2 7.5 +2.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 25 7.2 +2.2
AVDS Avantis International Small Cap Equity ETF 0.4 30 20 5.9 +0.9
IEMG iShares Core MSCI Emerging Markets ETF 0.4 9 41 8.2 +3.2
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.4 36 14 7.5 +2.5
NUSC Nuveen ESG Small-Cap ETF 0.4 31 19 4.6 -0.4
SVAL iShares US Small Cap Value Factor ETF 0.4 20 30 6.7 +1.7
EZU iShares MSCI Eurozone ETF 0.4 52 -2 5.4 +0.4
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.4 53 -3 5.2 +0.2
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.4 30 20 6.3 +1.3
VFMF Vanguard U.S. Multifactor ETF 0.4 18 32 6.2 +1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 11 6.7 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 5 6.6 +1.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.4 11 39 24.0 +19.0
ROAM Hartford Multifactor Emerging Markets ETF 0.4 44 6 7.5 +2.5
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.4 66 -16 7.3 +2.3
COWZ Pacer US Cash Cows 100 ETF 0.4 49 1 7.3 +2.3
DXIV Dimensional International Vector Equity ETF 0.4 34 16 6.5 +1.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -23 8.9 +3.9
MFMO Motley Fool Momentum Factor ETF 0.4 50 0 2.0 -3.0
IGRO iShares International Dividend Growth ETF 0.4 15 35 6.5 +1.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.4 60 -10 3.2 -1.8
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.5 +0.5
INTF iShares International Equity Factor ETF 0.3 15 35 6.3 +1.3
USMF WisdomTree U.S. Multifactor Fund 0.3 28 22 6.4 +1.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 3 7.1 +2.1
IDHQ Invesco S&P International Developed High Quality ETF 0.3 29 21 4.9 -0.2
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 25 4.3 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.3 70 -20 2.0 -3.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 25 7.2 +2.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.3 25 25 6.1 +1.1
CIL VictoryShares International Volatility Wtd ETF 0.3 45 5 5.9 +0.9
IYW iShares U.S. Technology ETF 0.3 40 10 2.9 -2.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 5.3 +0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 46 14.7 +9.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 -10 -0.9 -5.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 26 6.9 +1.9
EUDG WisdomTree Europe Quality Dividend Growth Fund 0.3 58 -8 6.2 +1.2
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.3 41 9 6.9 +1.9
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 25 7.5 +2.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 37 5.6 +0.6
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -15 6.7 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.3 80 -30 6.5 +1.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 40 10 6.0 +1.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.3 49 1 7.5 +2.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 6.1 +1.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 15 8.5 +3.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 25 10.2 +5.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 11 3.3 -1.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -11 4.9 -0.1
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 25 8.2 +3.2
SCHA Schwab U.S. Small-Cap ETF 0.2 4 46 4.2 -0.8
ALRG Allspring LT Large Core ETF 0.2 28 22 3.4 -1.6
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -18 2.7 -2.3
QINT American Century Quality Diversified International ETF 0.2 39 11 6.4 +1.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 45 7.2 +2.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 5 8.0 +3.0
QLC FlexShares US Quality Large Cap Index Fund 0.2 25 25 4.4 -0.7
FENI Fidelity Enhanced International ETF 0.2 28 22 5.6 +0.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 40 8.4 +3.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 35 8.4 +3.4
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 32 8.3 +3.3
EQIN Columbia US Equity Income ETF 0.2 35 15 5.9 +0.9
IGM iShares Expanded Tech Sector ETF 0.2 41 9 2.6 -2.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.2 34 16 5.1 +0.1
AVDV Avantis International Small Cap Value ETF 0.2 36 14 7.7 +2.7
VTWV Vanguard Russell 2000 Value ETF 0.2 10 40 4.6 -0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 30 3.7 -1.3
IWN iShares Russell 2000 Value ETF 0.2 24 26 4.4 -0.6
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 21 6.9 +1.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 12 8.4 +3.4
PSC Principal U.S. Small-Cap ETF 0.2 38 12 3.4 -1.6
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 42 3.0 -2.1
VGT Vanguard Information Technology ETF 0.2 9 41 24.4 +19.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -25 3.1 -1.9
IWM iShares Russell 2000 ETF 0.2 19 31 2.5 -2.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.2 8 42 6.3 +1.3
RSSL Global X Russell 2000 ETF 0.2 8 42 2.5 -2.5
MNZL Manzil Russell Halal USA Broad MarketETF 0.1 40 10 3.8 -1.3
IQDG WisdomTree International Quality Dividend Growth Fund 0.1 42 8 5.5 +0.5
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 35 2.3 -2.7
VTWO Vanguard Russell 2000 ETF 0.1 7 43 2.6 -2.4
REVS Columbia Research Enhanced Value ETF 0.1 19 31 6.3 +1.3
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -25 5.3 +0.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.1 30 20 7.5 +2.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 12 7.0 +2.0
DFAE Dimensional Emerging Core Equity Market ETF 0.1 35 15 7.0 +2.0
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 25 3.2 -1.8
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.1 58 -8 5.1 +0.1
IWO iShares Russell 2000 Growth ETF 0.1 24 26 0.5 -4.5
SFGV Sequoia Global Value ETF 0.1 23 27 6.9 +1.9
RECS Columbia Research Enhanced Core ETF 0.1 15 35 5.2 +0.2
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 5.9 +0.9
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 37 1.7 -3.3
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 40 0.6 -4.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 7 4.6 -0.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 10 3.4 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.1 15 35 4.5 -0.5
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 17 6.1 +1.1
HLAL Wahed FTSE USA Shariah ETF 0.1 50 0 3.5 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 41 3.9 -1.1
PKW Invesco Buyback Achievers ETF 0.1 62 -12 6.9 +1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 5 3.6 -1.4
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 25 6.0 +1.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.0 37 13 6.9 +1.9
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -3 5.1 +0.1
AVEM Avantis Emerging Markets Equity ETF 0.0 33 17 7.0 +2.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -15 0.0 -5.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.0 71 -21 -0.6 -5.6
KIE State Street SPDR S&P Insurance ETF 0.0 35 15 6.1 +1.1

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
Fidelity Disruptive Finance ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.3 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 50 bp
Equals: ALTAR Score 5.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.56 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.