Fidelity MSCI Consumer Discretionary Index ETF
ALTAR
Score™
4.5% info Recommen-
dation
NEUTRAL
2025E    2026E
P/E
ratio
26.5x P/Sales
ratio
1.7x
P/BV
ratio
5.1x Div.
yield
0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Fidelity MSCI Consumer Discretionary Index ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Consumer Discretionary Index.

FUND BASICS
Category US Equities
Fund Sponsor FMR LLC
Website www.fidelity.com
Inception date Oct 21, 2013
Assets (mns) $1,723
Currency USD
Expense ratio 8 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 252
Wgt avg mkt cap (mns) $821,082
Large cap (>$10bn) 85.2%
Mid cap ($2-10bn) 11.7%
Small cap (<$2bn) 3.1%
Developed mkts 98.8%
Emerging mkts 1.2%

TOP TEN HOLDINGS
AMAZON.COM INC 29.1 %
TESLA MOTORS INC 15.9 %
HOME DEPOT INC 4.4 %
MCDONALD'S CORP 3.0 %
TJX COMPANIES INC 2.6 %
BOOKING HOLDINGS INC. 2.0 %
LOWE'S COS INC 1.9 %
STARBUCKS CORP 1.8 %
MERCADOLIBRE INC 1.3 %
O'REILLY AUTOMOTIVE INC 1.2 %
Total 63.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.8 %
ARGENTINA 1.3 %
SWITZERLAND 0.6 %
IRELAND 0.6 %
BAHAMAS 0.1 %
BERMUDA 0.1 %
BRITAIN 0.1 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.1% 13.5% 6.6% 14.0% 13.0%

Market Correlations
versus... Beta R-squared
S&P500 1.27 66%
MSCI EAFE 0.80 43%
MSCI Emg. Mkts. 0.56 36%

Technical Indicators
Recent close $99.59
30d moving avg. $101.98
Annualized volatility 21.1%
Short interest (ETF) 0.2%
Short interest (Underlying) 4.3%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 114
Turnover 0.7%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $62,602

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 948 potential alternatives to the Fidelity MSCI Consumer Discretionary Index ETF ETF based on the alternatives' overlap in portfolio holdings with FDIS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: FDIS Expense: 8 bp ALTAR Score™: 4.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH FDIS
Ticker Fund
Name
Overlap1
vs FDIS
(%)
Expense
ratio
(bp)
Savings
vs FDIS
(bp)
ALTAR
Score™
(%)
ALTAR
vs FDIS
(%)
XLY Consumer Discretionary Select Sector SPDR 80.4 8 0 4.5 +0.1
GXPD Global X PureCap MSCI Consumer Discretionary ETF 73.5 25 -17 3.6 -0.9
IYC iShares U.S. Consumer Discretionary ETF 63.6 40 -32 3.6 -0.8
RXI iShares Global Consumer Discretionary ETF 58.9 41 -33 8.2 +3.8
TRUD VanEck Consumer Disc TruSector ETF 48.9 14 -6 3.0 -1.5
AGIX KraneShares Artificial Intelligence and Technology ETF 45.1 99 -91 1.0 -3.4
IEDI iShares U.S. Consumer Focused ETF 39.8 18 -10 5.2 +0.8
RTH VanEck Retail ETF 39.4 35 -27 4.9 +0.4
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 36.6 40 -32 6.0 +1.5
ONLN ProShares Online Retail ETF 28.1 58 -50 1.4 -3.1
MILN Global X Millennial Consumer ETF 23.0 50 -42 4.2 -0.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 22.2 49 -41 4.9 +0.5
FXD First Trust Consumer Discretionary AlphaDEX Fund 21.9 61 -53 7.9 +3.5
BUYZ Franklin Disruptive Commerce ETF 19.7 50 -42 2.5 -2.0
FDG American Century Focused Dynamic Growth ETF 19.6 45 -37 1.7 -2.7
SFYF SoFi Social 50 ETF 18.2 29 -21 0.8 -3.7
FBCG Fidelity Blue Chip Growth ETF 17.5 59 -51 2.1 -2.3
BCOR Grayscale Bitcoin Adopters ETF 17.3 59 -51 2.0 -2.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 17.3 29 -21 7.1 +2.6
FDN First Trust Dow Jones Internet Index Fund 17.0 52 -44 2.7 -1.8
FDND FT Vest Dow Jones Internet & Target Income ETF 17.0 75 -67 2.6 -1.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 16.4 50 -42 3.4 -1.0
RND First Trust Bloomberg R&D Leaders ETF 15.5 60 -52 2.5 -2.0
LRGE ClearBridge Large Cap Growth ESG ETF 15.5 59 -51 2.7 -1.8
SPXT ProShares S&P 500 Ex-Technology ETF 15.5 9 -1 4.9 +0.4
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 15.3 60 -52 0.8 -3.7
ARKW ARK Next Generation Internet ETF 15.0 87 -79 0.7 -3.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 14.8 9 -1 4.2 -0.3
FFOG Franklin Focused Growth ETF 14.7 61 -53 1.6 -2.9
PNQI Invesco NASDAQ Internet ETF 14.5 60 -52 3.8 -0.6
AVUQ Avantis U.S. Quality ETF 14.4 15 -7 3.6 -0.9
AVLV Avantis U.S. Large Cap Value ETF 14.3 15 -7 5.7 +1.3
ARKQ ARK Autonomous Technology & Robotics ETF 14.2 75 -67 0.9 -3.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 13.7 60 -52 4.2 -0.2
CGGR Capital Group Growth ETF 13.5 39 -31 2.6 -1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 13.5 12 -4 3.4 -1.1
IBUY Amplify Online Retail ETF 13.2 65 -57 2.3 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 13.1 19 -11 5.0 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 13.1 21 -13 2.9 -1.6
MFIG Motley Fool Innovative Growth Factor ETF 13.0 50 -42 2.7 -1.7
EMOT First Trust S&P 500 Economic Moat ETF 12.9 60 -52 7.9 +3.4
ARKK ARK Innovation ETF 12.9 75 -67 -3.0 -7.4
TTAC FCF US Quality ETF 12.7 59 -51 5.6 +1.1
XRT State Street SPDR S&P Retail ETF 12.7 35 -27 7.8 +3.3
QQQ Invesco QQQ Trust Series I 12.6 20 -12 3.2 -1.3
QQQM Invesco NASDAQ 100 ETF 12.6 15 -7 3.2 -1.3
EGUS iShares ESG Aware MSCI USA Growth ETF 12.5 18 -10 3.0 -1.5
AKAF The Frontier Economic Fund 12.5 20 -12 5.2 +0.7
AVSU Avantis Responsible U.S. Equity ETF 12.5 15 -7 4.9 +0.4
IWF iShares Russell 1000 Growth ETF 12.4 19 -11 14.2 +9.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 12.4 48 -40 5.6 +1.1
QGRW WisdomTree U.S. Quality Growth Fund 12.4 28 -20 2.8 -1.6
VONG Vanguard Russell 1000 Growth ETF 12.3 7 1 3.5 -0.9
MGK Vanguard Mega Cap Growth ETF 12.3 7 1 16.8 +12.4
SCHG Schwab U.S. Large-Cap Growth ETF 12.2 4 4 3.3 -1.2
SSPY Syntax Stratified LargeCap ETF 12.0 30 -22 6.0 +1.6
PRXG Praxis Impact Large Cap Growth ETF 12.0 36 -28 3.1 -1.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 11.9 19 -11 4.7 +0.3
JGLO JPMorgan Global Select Equity ETF 11.9 33 -25 4.3 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.8 7 1 4.4 -0.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 11.8 12 -4 3.6 -0.9
ABIG Argent Large Cap ETF 11.8 49 -41 4.3 -0.2
JPEF JPMorgan Equity Focus ETF 11.8 50 -42 3.8 -0.7
VUSG Vanguard Wellington U.S. Growth Active ETF 11.7 35 -27 2.5 -2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.7 8 0 4.4 -0.1
VUG Vanguard Growth ETF 11.6 4 4 20.1 +15.7
SPXN ProShares S&P 500 Ex-Financials ETF 11.6 9 -1 4.0 -0.5
EBIZ Global X E-Commerce ETF 11.6 50 -42 4.9 +0.4
ACSI American Customer Satisfaction ETF 11.5 65 -57 4.5 +0.0
TEXN iShares Texas Equity ETF 11.4 20 -12 4.9 +0.5
IUS Invesco RAFI Strategic US ETF 11.4 19 -11 5.6 +1.1
ESGV Vanguard ESG U.S. Stock ETF 11.4 9 -1 4.1 -0.3
AVUS Avantis U.S. Equity ETF 11.3 15 -7 4.7 +0.3
OALC OneAscent Large Cap Core ETF 11.3 86 -78 3.4 -1.1
HUMN Roundhill Humanoid Robotics ETF 11.3 75 -67 1.1 -3.4
STXG Strive 1000 Growth ETF 11.2 18 -10 3.2 -1.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 11.2 49 -41 7.3 +2.9
FLQL Franklin LibertyQ U.S. Equity ETF 11.2 15 -7 4.5 +0.1
RWL Invesco S&P 500 Revenue ETF 11.2 39 -31 5.7 +1.3
XLG Invesco S&P 500 Top 50 ETF 11.2 20 -12 3.6 -0.9
IWY iShares Russell Top 200 Growth ETF 11.0 20 -12 3.5 -0.9
DFVX Dimensional US Large Cap Vector ETF 11.0 22 -14 5.3 +0.8
FELG Fidelity Enhanced Large Cap Growth ETF 11.0 18 -10 3.3 -1.2
FTXR First Trust Nasdaq Transportation ETF 11.0 60 -52 6.6 +2.1
EPS WisdomTree U.S. LargeCap Fund 11.0 8 0 4.7 +0.2
TMFC Motley Fool 100 Index ETF 11.0 50 -42 3.0 -1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 10.9 9 -1 3.9 -0.6
DFSU Dimensional US Sustainability Core 1 ETF 10.9 18 -10 4.6 +0.2
JGRO JPMorgan Active Growth ETF 10.9 44 -36 2.4 -2.0
ACVF American Conservative Values ETF 10.9 75 -67 3.7 -0.8
IUSV iShares Core S&P US Value ETF 10.9 4 4 5.8 +1.3
NACP Impact Shares NAACP Minority Empowerment ETF 10.9 49 -41 3.6 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 10.9 20 -12 3.1 -1.4
IWFG IQ Winslow Focused Large Cap Growth ETF 10.8 65 -57 2.1 -2.3
AIEQ AI Powered Equity ETF 10.8 75 -67 3.6 -0.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 10.8 4 4 5.7 +1.2
IVE iShares S&P 500 Value ETF 10.8 18 -10 5.5 +1.1
GSPY Gotham Enhanced 500 ETF 10.8 50 -42 4.4 -0.1
FSST Fidelity Sustainable U.S. Equity ETF 10.8 59 -51 3.4 -1.0
XVV iShares ESG Screened S&P 500 ETF 10.8 8 0 4.1 -0.3
OGIG ALPS O'Shares Global Internet Giants ETF 10.7 48 -40 2.5 -2.0
ITAN Sparkline Intangible Value ETF 10.7 50 -42 5.8 +1.3
VSLU Applied Finance Valuation Large Cap ETF 10.7 49 -41 4.8 +0.4
DIA SPDR Dow Jones Industrial Average ETF 10.7 16 -8 4.7 +0.3
VOOV Vanguard S&P 500 Value ETF 10.6 7 1 5.6 +1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 10.6 20 -12 4.0 -0.5
RPG Invesco S&P 500 Pure Growth ETF 10.6 35 -27 2.5 -1.9
DFAS Dimensional U.S. Small Cap ETF 10.5 26 -18 5.6 +1.1
OEI Optimized Equity Income ETF 10.5 75 -67 3.6 -0.9
LRGF iShares U.S. Equity Factor ETF 10.5 8 0 4.6 +0.1
INRO iShares U.S. Industry Rotation Active ETF 10.4 42 -34 3.5 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.4 10 -2 4.2 -0.3
PBUS Invesco MSCI USA ETF 10.4 4 4 4.2 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 10.4 50 -42 4.6 +0.2
ISCB iShares Morningstar Small-Cap ETF 10.4 4 4 5.4 +1.0
DUNK Dana Unconstrained Equity ETF 10.4 75 -67 1.9 -2.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 10.4 9 -1 4.3 -0.1
SPXE ProShares S&P 500 Ex-Energy ETF 10.3 9 -1 4.0 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 10.3 25 -17 4.9 +0.4
DXUV Dimensional US Vector Equity ETF 10.3 28 -20 5.2 +0.8
DFAU Dimensional US Core Equity Market ETF 10.2 12 -4 4.3 -0.2
OEF iShares S&P 100 ETF 10.2 20 -12 3.8 -0.7
TOPC iShares S&P 500 3% Capped ETF 10.2 15 -7 4.4 -0.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 10.2 12 -4 6.2 +1.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.2 15 -7 7.2 +2.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 10.2 32 -24 3.9 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 1 4.1 -0.4
KLMN Invesco MSCI North America Climate ETF 10.1 9 -1 4.3 -0.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 10.1 20 -12 6.0 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.1 11 -3 4.1 -0.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.0 25 -17 4.1 -0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.0 75 -67 3.1 -1.3
MNZL Manzil Russell Halal USA Broad MarketETF 10.0 40 -32 3.7 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 10.0 0 8 4.1 -0.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 10.0 35 -27 3.4 -1.1
JHML John Hancock Multifactor Large Cap ETF 10.0 29 -21 4.5 0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.0 2 6 4.1 -0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 10.0 7 1 5.3 +0.8
VOTE TCW Transform 500 ETF 10.0 5 3 4.1 -0.4
RAUS RACWI US ETF 10.0 15 -7 4.1 -0.3
FDLO Fidelity Low Volatility Factor ETF 10.0 15 -7 4.8 +0.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.0 20 -12 4.0 -0.5
QTOP iShares Nasdaq Top 30 Stocks ETF 9.9 20 -12 2.7 -1.7
CATH Global X S&P 500 Catholic Values Custom ETF 9.9 29 -21 4.0 -0.5
DFUS Dimensional U.S. Equity ETF 9.9 9 -1 4.1 -0.4
DFAC Dimensional U.S. Core Equity 2 ETF 9.9 17 -9 4.7 +0.2
ISCV iShares Morningstar Small Cap Value ETF 9.9 6 2 7.8 +3.3
GXLC Global X U.S. 500 ETF 9.9 2 6 4.1 -0.4
ILCG iShares Morningstar Growth ETF 9.9 4 4 3.0 -1.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 9.8 3 5 4.3 -0.1
LOGO Alpha Brands Consumption Leaders ETF 9.8 69 -61 2.5 -1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 9.8 29 -21 5.6 +1.1
CHRI Global X S&P 500 Christian Values ETF 9.8 29 -21 3.9 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 9.8 36 -28 4.1 -0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.8 14 -6 4.1 -0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 9.8 20 -12 4.2 -0.3
MGC Vanguard Mega Cap ETF 9.8 7 1 3.9 -0.6
IWL iShares Russell Top 200 ETF 9.7 15 -7 3.9 -0.6
AVMC Avantis U.S. Mid Cap Equity ETF 9.7 18 -10 6.0 +1.5
GLBL Pacer MSCI World Industry Advantage ETF 9.7 65 -57 3.4 -1.1
STRV Strive 500 ETF 9.7 5 3 4.1 -0.4
FDVV Fidelity High Dividend ETF 9.7 15 -7 6.6 +2.2
IVV iShares Core S&P 500 ETF 9.7 3 5 4.2 -0.3
IVES Wedbush ETFMG Global Cloud Technology ETF 9.7 68 -60 3.5 -0.9
SPYM State Street SPDR Portfolio S&P 500 ETF 9.7 2 6 4.2 -0.3
SPY SPDR S&P 500 ETF 9.7 9 -1 4.1 -0.3
DCOR Dimensional US Core Equity 1 ETF 9.7 14 -6 4.6 +0.1
ENHU iShares Enhanced Large Cap Core Active ETF 9.6 22 -14 4.1 -0.4
RVRB Reverb ETF 9.6 30 -22 3.8 -0.7
IWB iShares Russell 1000 ETF 9.6 15 -7 4.1 -0.3
VOO Vanguard S&P 500 ETF 9.6 3 5 4.2 -0.3
GINN Goldman Sachs Innovate Equity ETF 9.6 52 -44 3.7 -0.7
ILCB iShares Morningstar U.S. Equity ETF 9.6 3 5 4.1 -0.4
JVAL JPMorgan U.S. Value Factor ETF 9.6 12 -4 6.7 +2.3
SCHX Schwab U.S. Large-Cap ETF 9.6 3 5 4.2 -0.2
VONE Vanguard Russell 1000 ETF 9.6 7 1 4.2 -0.3
IYY iShares Dow Jones U.S. ETF 9.6 20 -12 4.1 -0.4
SCHK Schwab 1000 Index ETF 9.5 5 3 4.2 -0.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 9.5 15 -7 4.2 -0.3
DEUS Xtrackers Russell US Multifactor ETF 9.5 17 -9 6.4 +2.0
VB Vanguard Small-Cap ETF 9.5 5 3 5.2 +0.8
IWV iShares Russell 3000 ETF 9.5 20 -12 4.0 -0.5
GQQQ Astoria US Quality Growth Kings ETF 9.5 35 -27 3.3 -1.2
ADME Aptus Drawdown Managed Equity ETF 9.5 79 -71 3.3 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.5 3 5 4.1 -0.3
RECS Columbia Research Enhanced Core ETF 9.5 15 -7 5.3 +0.8
SCHB Schwab U.S. Broad Market ETF 9.5 3 5 4.2 -0.3
VV Vanguard Large-Cap ETF 9.5 4 4 4.1 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 9.5 29 -21 4.0 -0.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 9.5 20 -12 7.3 +2.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 9.4 17 -9 4.9 +0.5
EBI Longview Advantage ETF 9.4 35 -27 5.9 +1.5
FELC Fidelity Enhanced Large Cap Core ETF 9.4 18 -10 4.3 -0.1
ITB iShares U.S. Home Construction ETF 9.4 40 -32 12.2 +7.8
YOKE Yoke Core ETF 9.4 42 -34 3.6 -0.8
VTI Vanguard Total Stock Market ETF 9.4 3 5 4.1 -0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 9.4 18 -10 3.9 -0.6
IWP iShares Russell Mid-Cap Growth ETF 9.4 23 -15 2.9 -1.6
VTHR Vanguard Russell 3000 ETF 9.4 7 1 4.1 -0.3
VDIG Vanguard Wellington Dividend Growth Active ETF 9.4 40 -32 4.5 +0.0
BGRO iShares Large Cap Growth Active ETF 9.4 55 -47 1.9 -2.6
APUE ActivePassive U.S. Equity ETF 9.3 45 -37 3.9 -0.6
KRMA Global X Conscious Companies ETF 9.3 43 -35 5.1 +0.6
ILCV iShares Morningstar Value ETF 9.3 4 4 5.3 +0.9
CGUS Capital Group Core Equity ETF 9.3 33 -25 3.6 -0.9
SNPG Xtrackers S&P 500 Growth ESG ETF 9.3 15 -7 3.9 -0.6
SFGV Sequoia Global Value ETF 9.2 23 -15 7.1 +2.7
FFLC Fidelity Fundamental Large Cap Core ETF 9.2 38 -30 3.9 -0.6
TOPT iShares Top 20 U.S. Stocks ETF 9.2 20 -12 3.2 -1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 9.2 24 -16 5.9 +1.5
LGRO Level Four Large Cap Growth Active ETF 9.2 55 -47 3.6 -0.8
IWR iShares Russell Midcap ETF 9.2 19 -11 5.4 +0.9
RSP Invesco S&P 500 Equal Weight ETF 9.2 20 -12 5.9 +1.4
VBR Vanguard Small Cap Value ETF 9.2 7 1 7.9 +3.4
JQUA JPMorgan U.S. Quality Factor ETF 9.1 12 -4 4.9 +0.5
SGLC SGI U.S. Large Cap Core ETF 9.1 85 -77 3.6 -0.8
RFFC ALPS Active Equity Opportunity ETF 9.1 48 -40 3.7 -0.8
ESGU iShares ESG Aware MSCI USA ETF 9.1 15 -7 4.1 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 9.1 80 -72 3.6 -0.8
VOT Vanguard Mid-Cap Growth ETF 9.1 7 1 3.1 -1.4
FDMO Fidelity Momentum Factor ETF 9.1 15 -7 2.5 -2.0
JHMM John Hancock Multifactor Mid Cap ETF 9.0 42 -34 5.4 +1.0
PRF Invesco FTSE RAFI US 1000 ETF 9.0 34 -26 5.6 +1.2
MBCC Monarch Blue Chips Core ETF 9.0 125 -117 3.6 -0.8
PY Principal Value ETF 9.0 15 -7 7.0 +2.6
THRO iShares U.S. Thematic Rotation Active ETF 8.9 90 -82 3.1 -1.4
GGRW Gabelli Growth Innovators ETF 8.9 90 -82 2.0 -2.4
HOMZ Hoya Capital Housing ETF 8.9 30 -22 10.4 +6.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.9 64 -56 1.3 -3.2
GQI Natixis Gateway Quality Income ETF 8.9 34 -26 4.6 +0.1
BELT iShares Long-Term U.S. Equity Active ETF 8.9 75 -67 2.2 -2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.9 30 -22 7.6 +3.2
ASLV Allspring Special Large Value ETF 8.8 35 -27 5.2 +0.8
VFMF Vanguard U.S. Multifactor ETF 8.8 18 -10 6.6 +2.1
VOOG Vanguard S&P 500 Growth ETF 8.8 7 1 18.4 +13.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 8.8 15 -7 4.2 -0.3
DSPY Tema S&P 500 Historical Weight ETF 8.8 18 -10 4.4 -0.1
FNDB Schwab Fundamental US Broad Market Index ETF 8.8 25 -17 6.1 +1.7
IVW iShares S&P 500 Growth ETF 8.8 18 -10 2.9 -1.6
IUSG iShares Core S&P U.S. Growth ETF 8.8 4 4 3.1 -1.4
AVMV Avantis U.S. Mid Cap Value ETF 8.8 20 -12 7.2 +2.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 8.7 5 3 7.2 +2.8
EQWL Invesco S&P 100 Equal Weight ETF 8.7 25 -17 5.4 +1.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 8.7 4 4 3.0 -1.4
HGRO Hedgeye Quality Growth ETF 8.7 70 -62 3.3 -1.1
GKAT Scharf Global Opportunity ETF 8.7 57 -49 5.8 +1.3
FDWM Fidelity Women's Leadership ETF 8.7 59 -51 3.8 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 8.7 25 -17 6.2 +1.7
VFQY Vanguard U.S. Quality Factor ETF 8.6 13 -5 5.5 +1.1
DUHP Dimensional US High Profitability ETF 8.6 21 -13 5.1 +0.7
SCHM Schwab U.S. Mid-Cap ETF 8.6 4 4 5.8 +1.3
XHB State Street SPDR S&P Homebuilders ETF 8.5 35 -27 11.1 +6.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.5 10 -2 3.6 -0.9
MAVF Matrix Advisors Value ETF 8.5 75 -67 4.8 +0.4
SMMD iShares Russell 2500 ETF 8.5 15 -7 5.5 +1.1
USMC Principal U.S. Mega-Cap ETF 8.5 12 -4 3.5 -0.9
TIME Clockwise Core Equity & Innovation ETF 8.5 95 -87 2.1 -2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.5 9 -1 5.2 +0.7
HDUS Hartford Disciplined US Equity ETF 8.5 19 -11 4.7 +0.3
FVAL Fidelity Value Factor ETF 8.5 15 -7 5.9 +1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 8.5 10 -2 4.2 -0.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 8.4 20 -12 5.5 +1.1
JEPI JPMorgan Equity Premium Income ETF 8.4 35 -27 5.1 +0.7
AGRW Allspring LT Large Growth ETF 8.4 35 -27 3.3 -1.2
NULC Nuveen ESG Large-Cap ETF 8.4 21 -13 3.9 -0.5
AOTS AOT Software Platform ETF 8.4 49 -41 4.6 +0.1
SUSL iShares ESG MSCI USA Leaders ETF 8.4 10 -2 4.2 -0.3
FLDZ RiverNorth Patriot ETF 8.3 75 -67 5.6 +1.2
VUSE Vident U.S. Equity Strategy ETF 8.3 50 -42 3.7 -0.8
JOET Virtus Terranova US Quality Momentum ETF 8.3 29 -21 3.8 -0.7
SMOG VanEck Low Carbon Energy ETF 8.3 61 -53 1.2 -3.2
FMDE Fidelity Enhanced Mid Cap ETF 8.3 23 -15 5.4 +0.9
CFA VictoryShares US 500 Volatility Wtd ETF 8.3 35 -27 5.3 +0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 8.2 59 -51 1.8 -2.7
NULG Nuveen ESG Large-Cap Growth ETF 8.2 26 -18 2.8 -1.6
LRGC AB US Large Cap Strategic Equities ETF 8.2 48 -40 3.8 -0.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 8.2 49 -41 3.7 -0.8
VALQ American Century U.S. Quality Value ETF 8.1 29 -21 7.0 +2.6
TMFG Motley Fool Global Opportunities ETF 8.1 85 -77 3.7 -0.7
CAML Congress Large Cap Growth ETF 8.1 66 -58 2.4 -2.1
XOEF iShares S&P 500 ex S&P 100 ETF 8.1 20 -12 4.6 +0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 8.1 6 2 3.3 -1.2
EZM WisdomTree U.S. MidCap Fund 8.1 38 -30 8.0 +3.5
AFLG First Trust Active Factor Large Cap ETF 8.1 55 -47 5.0 +0.5
PCGG Polen Capital Global Growth ETF 8.1 85 -77 3.9 -0.5
VO Vanguard Mid-Cap ETF 8.1 4 4 21.0 +16.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.1 40 -32 5.3 +0.8
IMCB iShares Morningstar Mid-Cap ETF 8.1 4 4 5.2 +0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 8.0 67 -59 8.7 +4.2
LCLG Logan Capital Broad Innovative Growth ETF 8.0 99 -91 2.8 -1.7
ISHP First Trust Nasdaq Retail ETF 8.0 60 -52 5.5 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 8.0 9 -1 5.5 +1.0
SIZE iShares MSCI USA Size Factor ETF 7.9 15 -7 5.4 +1.0
FQAL Fidelity Quality Factor ETF 7.9 15 -7 4.8 +0.4
EQIN Columbia US Equity Income ETF 7.9 35 -27 6.1 +1.7
JGRW Jensen Quality Growth ETF 7.9 57 -49 4.1 -0.4
STOX Horizon Core Equity ETF 7.9 70 -62 3.6 -0.9
SFTY Horizon Managed Risk ETF 7.9 77 -69 3.5 -1.0
VXF Vanguard Extended Market ETF 7.9 5 3 3.7 -0.7
USSE Segall Bryant & Hamill Select Equity ETF 7.9 65 -57 2.9 -1.6
SCHA Schwab U.S. Small-Cap ETF 7.8 4 4 4.4 -0.1
DSI iShares MSCI KLD 400 Social ETF 7.8 25 -17 4.1 -0.4
IMCV iShares Morningstar Mid-Cap Value ETF 7.8 6 2 7.0 +2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 7.8 30 -22 3.8 -0.7
YALL God Bless America ETF 7.8 65 -57 4.4 -0.0
USMF WisdomTree U.S. Multifactor Fund 7.7 28 -20 6.5 +2.1
GVLU Gotham 1000 Value ETF 7.7 50 -42 8.3 +3.8
STXD Strive 1000 Dividend Growth ETF 7.7 35 -27 4.4 -0.0
LCF Touchstone US Large Cap Focused ETF 7.7 69 -61 3.6 -0.8
NANC Unusual Whales Subversive Democratic Trading ETF 7.7 75 -67 2.9 -1.5
SPHB Invesco S&P 500 High Beta ETF 7.6 25 -17 3.6 -0.9
DGRW WisdomTree US Quality Dividend Growth Fund 7.6 28 -20 4.9 +0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 7.6 9 -1 4.4 -0.1
SPGP Invesco S&P 500 GARP ETF 7.6 34 -26 5.7 +1.3
FSMD Fidelity Small-Mid Multifactor ETF 7.6 15 -7 6.5 +2.0
BEDZ AdvisorShares Hotel ETF 7.6 100 -92 5.0 +0.6
QLC FlexShares US Quality Large Cap Index Fund 7.6 25 -17 4.5 +0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 7.6 11 -3 4.3 -0.2
FLRG Fidelity U.S. Multifactor ETF 7.6 15 -7 5.8 +1.4
WOMN Impact Shares YWCA Women's Empowerment ETF 7.6 75 -67 4.8 +0.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 7.6 20 -12 4.2 -0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 7.6 45 -37 2.4 -2.1
SFY SoFi Select 500 ETF 7.6 0 8 3.7 -0.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -67 6.1 +1.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.5 7 1 6.5 +2.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 7.5 45 -37 1.8 -2.6
QLTY GMO U.S. Quality ETF 7.5 50 -42 3.9 -0.5
TOK iShares MSCI Kokusai ETF 7.4 26 -18 4.3 -0.2
AVSC Avantis U.S Small Cap Equity ETF 7.4 25 -17 4.7 +0.2
DIVN Horizon Dividend Income ETF 7.4 70 -62 6.6 +2.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 7.4 20 -12 8.6 +4.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.4 25 -17 5.5 +1.1
BLCR iShares Large Cap Core Active ETF 7.4 36 -28 2.8 -1.6
QUAL iShares MSCI USA Quality Factor ETF 7.3 15 -7 4.4 -0.0
EV Mast Global Battery Recycling & Production ETF 7.3 65 -57 6.3 +1.9
FBCV Fidelity Blue Chip Value ETF 7.3 59 -51 5.8 +1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 7.3 15 -7 4.9 +0.5
BUZZ VanEck Social Sentiment ETF 7.3 75 -67 -0.7 -5.1
MDY SPDR S&P Midcap 400 ETF Trust 7.3 23 -15 5.9 +1.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 7.3 3 5 6.1 +1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 7.3 7 1 6.0 +1.6
IJH iShares Core S&P Mid-Cap ETF 7.3 5 3 6.1 +1.6
DFAT Dimensional U.S. Targeted Value ETF 7.2 28 -20 8.6 +4.2
MFVL Motley Fool Value Factor ETF 7.2 50 -42 5.8 +1.3
VFVA Vanguard U.S. Value Factor ETF 7.2 13 -5 9.4 +4.9
IOO iShares Global 100 ETF 7.2 41 -33 3.8 -0.7
ISCG iShares Morningstar Small-Cap Growth ETF 7.2 6 2 2.7 -1.7
GLOF iShares Global Equity Factor ETF 7.2 20 -12 5.6 +1.1
BATT Amplify Lithium & Battery Technology ETF 7.2 59 -51 1.9 -2.6
DFLV Dimensional US Large Cap Value ETF 7.2 22 -14 6.1 +1.6
CDIG City Different Investments Global Equity ETF 7.2 75 -67 -1.6 -6.0
ALTL Pacer Lunt Large Cap Alternator ETF 7.1 60 -52 4.6 +0.2
IWS iShares Russell Mid-Cap Value ETF 7.1 23 -15 6.0 +1.6
PKW Invesco Buyback Achievers ETF 7.1 62 -54 7.4 +2.9
JAVA JPMorgan Active Value ETF 7.1 44 -36 5.5 +1.1
QGRO American Century U.S. Quality Growth ETF 7.0 29 -21 3.9 -0.5
KLMT Invesco MSCI Global Climate 500 ETF 7.0 10 -2 5.0 +0.5
URTH iShares MSCI World ETF 7.0 24 -16 4.3 -0.1
DIVL Madison Dividend Value ETF 7.0 65 -57 4.8 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 6.9 45 -37 3.5 -0.9
STXK Strive Small-Cap ETF 6.9 18 -10 5.2 +0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 6.9 35 -27 6.3 +1.9
GVUS Marketbeta Russell 1000 Value Equity ETF 6.9 12 -4 5.4 +0.9
POWA Invesco Bloomberg Pricing Power ETF 6.9 40 -32 5.8 +1.4
REVS Columbia Research Enhanced Value ETF 6.9 19 -11 6.6 +2.2
DFUV Dimensional US Marketwide Value ETF 6.9 22 -14 6.1 +1.6
FELV Fidelity Enhanced Large Cap Value ETF 6.8 18 -10 5.6 +1.1
GRNY Fundstrat Granny Shots US Large Cap ETF 6.8 75 -67 2.2 -2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 6.8 12 -4 5.9 +1.5
BFOR ALPS Barron's 400 ETF 6.8 65 -57 5.0 +0.5
AGIQ Sofi Agentic AI ETF 6.8 69 -61 6.8 +2.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 6.8 60 -52 4.4 -0.0
JHSC John Hancock Multifactor Small Cap ETF 6.7 42 -34 6.0 +1.5
PWB Invesco Large Cap Growth ETF 6.7 56 -48 2.0 -2.5
LOWV AB US Low Volatility Equity ETF 6.7 48 -40 4.3 -0.1
IWD iShares Russell 1000 Value ETF 6.7 19 -11 5.4 +0.9
SPHQ Invesco S&P 500 Quality ETF 6.7 15 -7 4.5 +0.1
XT iShares Exponential Technologies ETF 6.7 46 -38 3.8 -0.6
USRD Themes US R&D Champions ETF 6.7 29 -21 3.8 -0.7
RWK Invesco S&P MidCap 400 Revenue ETF 6.7 39 -31 7.8 +3.3
VONV Vanguard Russell 1000 Value ETF 6.7 7 1 5.5 +1.0
YNOT Horizon Digital Frontier ETF 6.6 75 -67 2.5 -1.9
BEEX BeeHive ETF 6.6 84 -76 3.7 -0.8
FNX First Trust Mid Cap Core AlphaDEX Fund 6.6 60 -52 6.2 +1.8
DAK Dakota Active Equity ETF 6.6 43 -35 3.7 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 6.6 4 4 5.2 +0.8
DURA VanEck Durable High Dividend ETF 6.6 29 -21 6.4 +1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.6 12 -4 4.4 -0.0
FEX First Trust Large Cap Core AlphaDEX Fund 6.5 59 -51 4.9 +0.5
TXS Texas Capital Texas Equity Index ETF 6.5 49 -41 5.0 +0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.5 18 -10 6.9 +2.4
FFND Future Fund Active ETF 6.5 100 -92 4.3 -0.1
WRND IQ Global Equity R&D Leaders ETF 6.5 18 -10 4.0 -0.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 6.5 58 -50 -1.7 -6.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.5 15 -7 6.1 +1.6
IWX iShares Russell Top 200 Value ETF 6.5 20 -12 5.0 +0.5
WUGI AXS Esoterica NextG Economy ETF 6.4 75 -67 1.4 -3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 6.4 4 4 5.6 +1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.4 70 -62 4.7 +0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 6.4 80 -72 5.5 +1.1
VFMO Vanguard U.S. Momentum Factor ETF 6.4 13 -5 1.7 -2.8
ROUS Hartford Multifactor US Equity ETF 6.4 19 -11 5.3 +0.9
ROE Astoria US Quality Kings ETF 6.3 49 -41 5.2 +0.8
CRTC Xtrackers US National Critical Technologies ETF 6.3 35 -27 4.2 -0.3
ARKF ARK Fintech Innovation ETF 6.3 75 -67 0.3 -4.1
LGCF Themes US Cash Flow Champions ETF 6.3 30 -22 7.3 +2.8
XNTK State Street SPDR NYSE Technology ETF 6.3 35 -27 2.4 -2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 6.3 39 -31 2.3 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 6.3 4 4 5.6 +1.1
COWZ Pacer US Cash Cows 100 ETF 6.2 49 -41 7.7 +3.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.2 15 -7 3.0 -1.5
DSTL Distillate US Fundamental Stability & Value ETF 6.2 39 -31 7.8 +3.4
FNDA Schwab Fundamental US Small Co. Index ETF 6.2 25 -17 6.1 +1.7
ERTH Invesco MSCI Sustainable Future ETF 6.2 62 -54 3.0 -1.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 6.2 30 -22 4.0 -0.4
FTGS First Trust Growth Strength ETF 6.2 60 -52 3.6 -0.8
VFLO VictoryShares Free Cash Flow ETF 6.2 39 -31 7.2 +2.7
SURE AdvisorShares Insiders Advantage ETF 6.2 90 -82 7.8 +3.4
RW Rainwater Equity ETF 6.1 125 -117 3.0 -1.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.1 65 -57 3.5 -0.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.1 20 -12 4.7 +0.3
ACWI iShares MSCI ACWI ETF 6.1 32 -24 4.6 +0.2
VYM Vanguard High Dividend Yield Index ETF 6.1 6 2 6.0 +1.6
STRN SMART Trend 25 ETF 6.1 59 -51 2.3 -2.2
EQAL Invesco Russell 1000 Equal Weight ETF 6.1 20 -12 6.1 +1.7
VFMV Vanguard U.S. Minimum Volatility ETF 6.1 13 -5 5.7 +1.2
USXF iShares ESG Advanced MSCI USA ETF 6.0 10 -2 3.8 -0.7
WSML iShares MSCI World Small-Cap ETF 6.0 15 -7 5.3 +0.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.0 40 -32 5.2 +0.7
CARZ First Trust NASDAQ Global Auto Index Fund 6.0 70 -62 2.2 -2.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.0 58 -50 3.1 -1.4
VBK Vanguard Small-Cap Growth ETF 6.0 7 1 1.2 -3.2
DFSV Dimensional US Small Cap Value ETF 6.0 31 -23 8.8 +4.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 6.0 3 5 6.4 +1.9
MFMO Motley Fool Momentum Factor ETF 6.0 50 -42 2.0 -2.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 6.0 35 -27 6.6 +2.1
IJR iShares Core S&P Small Cap ETF 5.9 6 2 6.3 +1.9
VT Vanguard Total World Stock ETF 5.9 6 2 5.0 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 5.9 20 -12 4.0 -0.4
PTL Inspire 500 ETF 5.9 9 -1 4.4 -0.1
AQEC AQE Core ETF 5.9 49 -41 5.3 +0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.9 9 -1 4.9 +0.4
IWM iShares Russell 2000 ETF 5.9 19 -11 2.6 -1.8
OPTZ Optimize Strategy Index ETF 5.9 50 -42 3.4 -1.0
HDV iShares Core High Dividend ETF 5.9 8 0 29.9 +25.5
VIOO Vanguard S&P Small-Cap 600 ETF 5.9 7 1 6.2 +1.8
VUSV Vanguard Wellington U.S. Value Active ETF 5.8 30 -22 5.7 +1.2
RSSL Global X Russell 2000 ETF 5.8 8 0 2.7 -1.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.8 25 -17 4.9 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 5.8 25 -17 5.1 +0.6
NBDS Neuberger Berman Disrupters ETF 5.8 55 -47 0.7 -3.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.8 60 -52 6.0 +1.6
TOGA Tremblant Global ETF 5.8 69 -61 -0.2 -4.6
CGDV Capital Group Dividend Value ETF 5.8 33 -25 3.8 -0.6
STXM Strive Mid-Cap ETF 5.8 18 -10 5.8 +1.4
QUVU Hartford Quality Value ETF 5.7 46 -38 5.6 +1.2
CGGO Capital Group Global Growth Equity ETF 5.7 47 -39 4.1 -0.4
VNSE Natixis Vaughan Nelson Select ETF 5.7 80 -72 3.3 -1.2
JMOM JPMorgan U.S. Momentum Factor ETF 5.7 12 -4 3.3 -1.1
VTWO Vanguard Russell 2000 ETF 5.7 7 1 2.8 -1.7
AOTG AOT Growth and Innovation ETF 5.7 75 -67 1.2 -3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5.7 24 -16 7.1 +2.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.6 65 -57 4.5 +0.1
SPIT F/m Emerald Special Situations ETF 5.6 105 -97 -0.7 -5.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 -21 6.7 +2.2
DVND Touchstone Dividend Select ETF 5.6 67 -59 5.2 +0.8
FDRR Fidelity Dividend ETF for Rising Rates 5.6 15 -7 5.7 +1.2
FDCF Fidelity Disruptive Communications ETF 5.6 50 -42 1.9 -2.6
TPSC Timothy Plan US Small Cap Core ETF 5.6 52 -44 6.6 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 5.6 10 -2 5.2 +0.8
USEW Cambria US EW ETF 5.6 30 -22 4.1 -0.3
RAFE PIMCO RAFI ESG U.S. ETF 5.5 29 -21 6.1 +1.7
FDTX Fidelity Disruptive Technology ETF 5.5 50 -42 1.5 -2.9
SUSA iShares MSCI USA ESG Select ETF 5.5 25 -17 4.0 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 5.5 35 -27 4.3 -0.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 5.5 15 -7 7.9 +3.5
IJJ iShares S&P Mid-Cap 400 Value ETF 5.5 18 -10 7.9 +3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.5 10 -2 8.0 +3.6
MAGA Point Bridge America First ETF 5.5 72 -64 5.2 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.5 18 -10 5.1 +0.6
ICAP InfraCap Equity Income Fund ETF 5.5 171 -163 4.5 +0.1
ZECP Zacks Earnings Consistent Portfolio ETF 5.5 55 -47 4.1 -0.4
DUSA Davis Select U.S. Equity ETF 5.5 61 -53 6.9 +2.5
HLAL Wahed FTSE USA Shariah ETF 5.4 50 -42 3.6 -0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 5.4 14 -6 3.9 -0.6
XJR iShares ESG Screened S&P Small-Cap ETF 5.4 12 -4 6.2 +1.7
BLCV iShares Large Cap Value Active ETF 5.4 53 -45 6.3 +1.9
PDP Invesco Dorsey Wright Momentum ETF 5.4 62 -54 1.5 -3.0
DTD WisdomTree U.S. Total Dividend Fund 5.4 28 -20 5.7 +1.2
BRIF FIS Bright Portfolios Focused Equity ETF 5.4 65 -57 3.4 -1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.4 58 -50 5.0 +0.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.4 60 -52 9.3 +4.9
DGRO iShares Core Dividend Growth ETF 5.3 8 0 5.5 +1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 5.3 40 -32 3.0 -1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 5.3 15 -7 6.7 +2.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.2 15 -7 5.0 +0.6
PSET Principal Quality ETF 5.2 15 -7 4.9 +0.4
DARP Grizzle Growth ETF 5.2 75 -67 1.6 -2.8
CLOD Themes Cloud Computing ETF 5.2 35 -27 3.0 -1.4
FTCS First Trust Capital Strength ETF 5.2 55 -47 5.6 +1.2
SCHD Schwab US Dividend Equity ETF 5.2 6 2 8.0 +3.6
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 5.2 29 -21 8.7 +4.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 5.1 39 -31 3.5 -0.9
USMV iShares MSCI USA Min Vol Factor ETF 5.1 15 -7 5.3 +0.9
MODL VictoryShares WestEnd U.S. Sector ETF 5.1 42 -34 4.0 -0.4
SNPV Xtrackers S&P 500 Value ESG ETF 5.1 15 -7 5.5 +1.1
NUSC Nuveen ESG Small-Cap ETF 5.1 31 -23 4.9 +0.5
PKB Invesco Building & Construction ETF 5.1 62 -54 3.6 -0.9
RDVY First Trust Rising Dividend Achievers ETF 5.1 50 -42 5.1 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.1 9 -1 3.7 -0.7
AVUV Avantis U.S. Small Cap Value ETF 5.0 25 -17 8.0 +3.5
STXV Strive 1000 Value ETF 5.0 18 -10 6.8 +2.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 5.0 39 -31 7.4 +3.0
AIQ Global X Artificial Intelligence & Technology ETF 5.0 68 -60 2.7 -1.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 5.0 12 -4 5.6 +1.2
KAT Scharf ETF 5.0 87 -79 6.2 +1.8
KOCG FIS Knights of Columbus Global Belief ETF 5.0 75 -67 4.4 -0.0
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.0 69 -61 -0.8 -5.2
BOTT Themes Robotics & Automation ETF 4.9 35 -27 -4.1 -8.5
SXQG ETC 6 Meridian Quality Growth ETF 4.9 100 -92 2.9 -1.5
QBIG Invesco Top QQQ ETF 4.9 29 -21 0.0 -4.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.9 52 -44 4.9 +0.5
VERS ProShares Metaverse ETF 4.9 58 -50 0.3 -4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 4.9 28 -20 5.4 +1.0
CALF Pacer US Small Cap Cash Cows 100 ETF 4.9 59 -51 9.0 +4.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.9 60 -52 4.4 -0.1
SMRI Bushido Capital US Equity ETF 4.8 71 -63 7.4 +2.9
EQL Alps Equal Sector Weight ETF 4.8 25 -17 5.1 +0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 4.8 15 -7 6.2 +1.8
CHGX AXS Change Finance ESG ETF 4.8 49 -41 4.2 -0.2
AFMC First Trust Active Factor Mid Cap ETF 4.8 65 -57 7.0 +2.5
DIVB iShares Core Dividend ETF 4.8 5 3 6.9 +2.4
SPMO Invesco S&P 500 Momentum ETF 4.7 13 -5 3.0 -1.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.7 25 -17 11.1 +6.7
DIVE Dana Concentrated Dividend ETF 4.7 65 -57 6.9 +2.4
CGRO CoreValues Alpha Greater China Growth ETF 4.7 75 -67 5.2 +0.8
IETC iShares U.S. Tech Independence Focused ETF 4.7 18 -10 3.0 -1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.7 50 -42 8.0 +3.5
QDEF FlexShares Quality Dividend Defensive Index Fund 4.6 37 -29 5.4 +0.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.6 49 -41 5.0 +0.6
RGEF Rockefeller Global Equity ETF 4.6 55 -47 3.8 -0.6
ETHO Etho Climate Leadership U.S. ETF 4.6 47 -39 4.2 -0.2
SMOX Horizon Small/Mid Cap Core Equity ETF 4.6 75 -67 5.3 +0.9
CLNR IQ Cleaner Transport ETF 4.6 45 -37 3.9 -0.5
TMFX Motley Fool Next Index ETF 4.6 50 -42 3.0 -1.5
ZIG Acquirers Fund 4.6 84 -76 20.7 +16.3
PFM Invesco Dividend Achievers ETF 4.5 53 -45 4.6 +0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 4.5 27 -19 6.5 +2.1
EQRR ProShares Equities for Rising Rates ETF 4.5 35 -27 5.7 +1.2
DRIV Global X Autonomous & Electric Vehicles ETF 4.5 68 -60 2.9 -1.5
ACES ALPS Clean Energy ETF 4.4 55 -47 -2.5 -6.9
BUL Pacer US Cash Cows Growth ETF 4.4 60 -52 3.4 -1.1
BDIV AAM Brentview Dividend Growth ETF 4.4 49 -41 3.7 -0.8
QDF FlexShares Quality Dividend Index Fund 4.4 37 -29 5.3 +0.9
VOE Vanguard Mid-Cap Value ETF 4.4 7 1 6.8 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -42 6.3 +1.8
SNPE Xtrackers S&P 500 ESG ETF 4.4 10 -2 4.3 -0.1
PEJ Invesco Leisure and Entertainment ETF 4.4 58 -50 0.9 -3.6
DGT State Street SPDR Global Dow ETF 4.4 50 -42 5.7 +1.2
SYLD Cambria Shareholder Yield ETF 4.4 59 -51 10.4 +5.9
QLV FlexShares US Quality Low Volatility Index Fund 4.4 22 -14 5.0 +0.6
IJS iShares S&P Small-Cap 600 Value ETF 4.4 18 -10 8.9 +4.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 4.4 15 -7 9.0 +4.5
NUDV Nuveen ESG Dividend ETF 4.4 26 -18 6.1 +1.6
FDRV Fidelity Electric Vehicles and Future Transportation ETF 4.4 39 -31 0.9 -3.5
DON WisdomTree U.S. MidCap Dividend Fund 4.4 38 -30 8.2 +3.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 4.3 10 -2 9.0 +4.5
IDRV iShares Self-driving EV & Tech ETF 4.3 47 -39 1.3 -3.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.3 56 -48 6.8 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 4.2 59 -51 7.6 +3.2
EVUS iShares ESG Aware MSCI USA Value ETF 4.2 18 -10 5.6 +1.1
TAX Cambria Tax Aware ETF 4.2 49 -41 4.1 -0.4
LIT Global X Lithium & Battery Tech ETF 4.2 75 -67 5.0 +0.5
FPAG FPA Global Equity ETF 4.2 49 -41 5.8 +1.4
ARKX ARK Space Exploration & Innovation ETF 4.2 75 -67 -0.0 -4.5
VTWV Vanguard Russell 2000 Value ETF 4.2 10 -2 5.0 +0.5
PEXL Pacer US Export Leaders ETF 4.2 60 -52 3.0 -1.5
WCEO Hypatia Women CEO ETF 4.2 85 -77 4.7 +0.2
VIG Vanguard Dividend Appreciation ETF 4.2 5 3 4.9 +0.5
PRXV Praxis Impact Large Cap Value ETF 4.2 36 -28 5.6 +1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 4.2 17 -9 4.0 -0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.2 10 -2 4.1 -0.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.2 15 -7 4.1 -0.4
GDIV Harbor Dividend Growth Leaders ETF 4.1 50 -42 4.0 -0.5
IWN iShares Russell 2000 Value ETF 4.1 24 -16 4.8 +0.3
SPVU Invesco S&P 500 Enhanced Value ETF 4.1 13 -5 8.1 +3.7
SWP SWP Growth & Income ETF 4.1 99 -91 4.2 -0.3
EES WisdomTree U.S. SmallCap Fund 4.1 38 -30 7.9 +3.4
ULVM VictoryShares US Value Momentum ETF 4.1 20 -12 6.1 +1.6
ANEW ProShares MSCI Transformational Changes ETF 4.1 45 -37 4.4 -0.0
IQM Franklin Intelligent Machines ETF 4.1 50 -42 1.1 -3.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.1 35 -27 5.7 +1.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 4.0 45 -37 -1.4 -5.8
FYX First Trust Small Cap Core AlphaDEX Fund 4.0 61 -53 5.4 +0.9
WTV WisdomTree US Value ETF 4.0 12 -4 7.7 +3.2
FBOT Fidelity Disruptive Automation ETF 4.0 50 -42 2.9 -1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.0 15 -7 5.1 +0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 4.0 70 -62 9.7 +5.3
PRAY FIS Christian Stock Fund 4.0 69 -61 3.9 -0.5
MDLV Morgan Dempsey Large Cap Value ETF 4.0 58 -50 5.8 +1.3
MOAT VanEck Morningstar Wide Moat ETF 4.0 46 -38 5.6 +1.1
FCPI Fidelity Stocks for Inflation ETF 4.0 15 -7 5.9 +1.4
NIXT Research Affiliates Deletions ETF 4.0 9 -1 6.6 +2.1
VLUE iShares MSCI USA Value Factor ETF 4.0 15 -7 6.2 +1.7
AUSF Global X Adaptive U.S. Factor ETF 4.0 27 -19 8.1 +3.7
SAMT Strategas Macro Thematic Opportunities ETF 3.9 65 -57 2.3 -2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.9 15 -7 7.7 +3.3
BGDV Bahl & Gaynor Dividend ETF 3.9 45 -37 3.9 -0.5
TBG TBG Dividend Focus ETF 3.9 59 -51 6.2 +1.7
VTV Vanguard Value ETF 3.8 4 4 5.8 +1.4
BGIG Bahl & Gaynor Income Growth ETF 3.8 45 -37 4.5 +0.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.7 70 -62 2.1 -2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 -30 5.2 +0.7
RPV Invesco S&P 500 Pure Value ETF 3.7 35 -27 8.8 +4.3
SHRY First Trust Bloomberg Shareholder Yield ETF 3.7 60 -52 8.6 +4.2
GOP Unusual Whales Subversive Republican Trading ETF 3.7 50 -42 4.3 -0.2
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 3.7 72 -64 2.2 -2.3
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 -27 5.8 +1.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.6 75 -67 1.9 -2.5
SKYY First Trust Cloud Computing ETF 3.6 60 -52 2.7 -1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.6 65 -57 7.3 +2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.6 25 -17 7.7 +3.3
GEW Cambria Global EW ETF 3.6 29 -21 5.4 +1.0
RCGE RockCreek Global Equality ETF 3.5 95 -87 6.2 +1.7
AWAY ETFMG Travel Tech ETF 3.5 76 -68 1.1 -3.4
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 -27 6.5 +2.1
PSC Principal U.S. Small-Cap ETF 3.5 38 -30 3.7 -0.8
IWO iShares Russell 2000 Growth ETF 3.5 24 -16 0.5 -4.0
WISE Themes Generative Artificial Intelligence ETF 3.5 35 -27 -0.4 -4.8
MGV Vanguard Mega Cap Value ETF 3.4 7 1 5.4 +0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.4 38 -30 6.9 +2.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.4 35 -27 6.9 +2.5
CGDG Capital Group Dividend Growers ETF 3.4 47 -39 5.2 +0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 3.4 35 -27 6.1 +1.7
CHAT Roundhill Generative AI & Technology ETF 3.4 75 -67 3.9 -0.5
MOTO SmartETFs Smart Transportation & Technology ETF 3.3 68 -60 5.2 +0.7
VTWG Vanguard Russell 2000 Growth ETF 3.3 10 -2 0.6 -3.8
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 -22 5.2 +0.8
SDOG ALPS Sector Dividend Dogs ETF 3.3 36 -28 8.2 +3.8
ACWV iShares MSCI Global Min Vol Factor ETF 3.3 20 -12 5.7 +1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.3 60 -52 5.9 +1.4
DVGR DAC 3D Dividend Growth ETF 3.3 65 -57 4.7 +0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 3.3 80 -72 6.0 +1.6
GK AdvisorShares Gerber Kawasaki ETF 3.2 75 -67 1.4 -3.1
MTUM iShares MSCI USA Momentum Factor ETF 3.2 15 -7 2.3 -2.1
IJT iShares S&P Small-Cap 600 Growth ETF 3.2 18 -10 3.7 -0.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.2 15 -7 3.7 -0.7
ISMD Inspire Small/Mid Cap ETF 3.1 54 -46 5.0 +0.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.1 29 -21 6.4 +2.0
PWV Invesco Large Cap Value ETF 3.1 55 -47 6.2 +1.7
VAMO Cambria Value & Momentum ETF 3.1 61 -53 5.3 +0.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.1 35 -27 4.9 +0.4
SMOT VanEck Morningstar SMID Moat ETF 3.1 49 -41 6.3 +1.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.1 49 -41 2.9 -1.5
TMDV ProShares Russell US Dividend Growers ETF 3.0 35 -27 6.3 +1.9
JHDV John Hancock U.S. High Dividend ETF 3.0 34 -26 5.9 +1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.0 52 -44 5.1 +0.6
SDY State Street SPDR S&P Dividend ETF 3.0 35 -27 6.1 +1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.0 35 -27 11.1 +6.7
WLDR Affinity World Leaders Equity ETF 3.0 67 -59 5.8 +1.3
EATZ AdvisorShares Restaurant ETF 2.9 101 -93 4.9 +0.4
NULV Nuveen ESG Large-Cap Value ETF 2.9 26 -18 5.1 +0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.9 10 -2 3.7 -0.8
LYLD Cambria Large Cap Shareholder Yield ETF 2.9 59 -51 8.4 +3.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.9 45 -37 -0.9 -5.4
SPDV AAM S&P 500 High Dividend Value ETF 2.9 29 -21 10.8 +6.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.9 15 -7 6.3 +1.8
TRFM AAM Transformers ETF 2.9 49 -41 1.0 -3.5
BJK VanEck Gaming ETF 2.9 65 -57 4.5 +0.1
DES WisdomTree U.S. SmallCap Dividend Fund 2.8 38 -30 8.1 +3.7
RUNN Running Oak Efficient Growth ETF 2.8 58 -50 4.9 +0.5
METV Roundhill Ball Metaverse ETF 2.8 59 -51 8.1 +3.6
RNIN Bushido Capital US SMID Cap Equity ETF 2.8 70 -62 10.6 +6.2
QVAL Alpha Architect US Quantitative Value ETF 2.8 39 -31 9.4 +5.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 -52 6.6 +2.2
ETEC iShares Breakthrough Environmental Solutions ETF 2.8 47 -39 2.7 -1.8
SEMG Suncoast Select Growth ETF 2.8 60 -52 3.8 -0.7
ACEP ARS Core Equity ETF 2.7 45 -37 4.0 -0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.7 20 -12 5.8 +1.3
DHS WisdomTree U.S. High Dividend Fund 2.7 38 -30 8.1 +3.7
PPTY US Diversified Real Estate ETF 2.7 53 -45 7.4 +2.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.7 15 -7 3.9 -0.6
MVPA Miller Value Partners Appreciation ETF 2.7 60 -52 10.4 +6.0
GURU Global X Guru Index ETF 2.6 75 -67 2.4 -2.0
AFOS ARS Focused Opportunities Strategy ETF 2.6 45 -37 2.0 -2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 2.6 42 -34 4.0 -0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.6 75 -67 1.7 -2.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -40 8.0 +3.5
ECML Euclidean Fundamental Value ETF 2.5 95 -87 8.9 +4.5
HART IQ Healthy Hearts ETF 2.5 45 -37 5.8 +1.4
INCE Franklin Income Equity Focus ETF 2.5 29 -21 5.3 +0.9
DSMC Distillate Small/Mid Cash Flow ETF 2.5 55 -47 10.9 +6.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.5 43 -35 4.9 +0.4
MADE iShares U.S. Manufacturing ETF 2.4 40 -32 3.4 -1.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.4 55 -47 8.8 +4.4
QQLV Invesco QQQ Low Volatility ETF 2.4 25 -17 4.3 -0.2
BLES Inspire Global Hope ETF 2.4 61 -53 5.7 +1.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 -41 4.5 +0.1
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 31 -23 5.5 +1.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.3 61 -53 1.5 -2.9
FVD First Trust Value Line Dividend Index Fund 2.3 65 -57 5.8 +1.3
FCLD Fidelity Cloud Computing ETF 2.3 39 -31 3.0 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 2.3 73 -65 9.9 +5.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 -12 4.5 +0.1
DFNV Donoghue Forlines Innovation ETF 2.3 69 -61 3.6 -0.9
DWLD Davis Select Worldwide ETF 2.3 63 -55 6.7 +2.3
CZAR Themes Natural Monopoly ETF 2.3 35 -27 5.4 +1.0
DIVG Invesco S&P 500 High Dividend Growers ETF 2.3 39 -31 7.4 +2.9
AFSM First Trust Active Factor Small Cap ETF 2.3 75 -67 5.8 +1.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.3 49 -41 8.0 +3.6
SRHQ SRH U.S. Quality ETF 2.3 35 -27 6.2 +1.8
FESM Fidelity Enhanced Small Cap ETF 2.2 28 -20 2.3 -2.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.2 58 -50 3.4 -1.1
AGQI First Trust Active Global Quality Income ETF 2.2 85 -77 6.5 +2.0
DVY iShares Select Dividend ETF 2.2 38 -30 8.1 +3.6
DEMZ Democratic Large Cap Core ETF 2.2 45 -37 3.8 -0.6
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -57 4.9 +0.5
SPVM Invesco S&P 500 Value with Momentum ETF 2.2 39 -31 6.3 +1.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.2 12 -4 3.4 -1.0
ABFL Abacus FCF Leaders ETF 2.2 59 -51 3.7 -0.8
JETS U.S. Global Jets ETF 2.1 60 -52 2.5 -1.9
MID American Century Mid Cap Growth Impact ETF 2.1 45 -37 2.9 -1.5
USCF Themes US Cash Flow Champions ETF 2.1 29 -21 7.7 +3.3
RJDI RJ Eagle Dividend Select Income ETF 2.1 55 -47 4.5 +0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.1 35 -27 4.4 -0.1
AKRE Akre Focus ETF 2.1 106 -98 4.3 -0.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.1 47 -39 7.7 +3.3
ROSC Hartford Multifactor Small Cap ETF 2.1 34 -26 7.2 +2.7
DEW WisdomTree Global High Dividend Fund 2.0 58 -50 7.2 +2.8
SQLV Royce Quant Small-Cap Quality Value ETF 2.0 60 -52 8.0 +3.5
FYC First Trust Small Cap Growth AlphaDEX Fund 2.0 71 -63 -0.6 -5.1
TPHD Timothy Plan High Dividend Stock ETF 2.0 52 -44 6.1 +1.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -44 5.1 +0.6
BOTZ Global X Robotics & Artificial Intelligence ETF 1.9 69 -61 1.8 -2.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.9 35 -27 9.0 +4.5
RFV Invesco S&P Midcap 400 Pure Value ETF 1.9 35 -27 11.2 +6.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.9 31 -23 1.8 -2.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -52 -0.9 -5.4
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 1.9 60 -52 3.4 -1.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.9 20 -12 0.8 -3.7
RNMC First Trust Mid Cap US Equity Select ETF 1.9 60 -52 6.6 +2.2
FSCS First Trust SMID Capital Strength ETF 1.9 60 -52 7.1 +2.7
MVAL VanEck Morningstar Wide Moat Value ETF 1.9 49 -41 6.4 +2.0
PBW Invesco WilderHill Clean Energy ETF 1.8 66 -58 -2.7 -7.1
ABOT Abacus FCF Innovation Leaders ETF 1.8 69 -61 3.7 -0.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.8 35 -27 7.2 +2.7
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 -17 5.9 +1.5
AIVC Amplify Bloomberg AI Value Chain ETF 1.8 59 -51 3.3 -1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.8 60 -52 4.6 +0.2
JRE Janus Henderson U.S. Real Estate ETF 1.7 65 -57 5.8 +1.3
CLOU Global X Cloud Computing ETF 1.7 68 -60 2.5 -2.0
DTEC ALPS Disruptive Technologies ETF 1.7 50 -42 3.6 -0.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.7 45 -37 -0.1 -4.5
RNSC Furst Trust Small Cap US Equity Select ETF 1.7 60 -52 4.6 +0.2
FSGS First Trust SMID Growth Strength ETF 1.7 60 -52 4.9 +0.5
VEGN US Vegan Climate ETF 1.6 60 -52 3.3 -1.2
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 -31 3.6 -0.9
FPX First Trust US Equity Opportunities ETF 1.6 61 -53 0.8 -3.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.6 15 -7 6.3 +1.9
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 -21 6.9 +2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.6 60 -52 6.2 +1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.5 65 -57 1.4 -3.1
AQLT iShares MSCI Global Quality Factor ETF 1.5 18 -10 0.0 -4.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.5 40 -32 3.7 -0.8
BAI iShares AI Innovation and Tech Active ETF 1.5 55 -47 0.9 -3.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -87 -0.5 -5.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.5 30 -22 3.7 -0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.5 79 -71 4.1 -0.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.4 35 -27 6.8 +2.3
FFOX FundX Future Fund Opportunities ETF 1.4 100 -92 2.5 -1.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 -27 3.1 -1.4
LST Leuthold Select Industries ETF 1.4 91 -83 4.7 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.3 54 -46 5.9 +1.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.3 35 -27 6.2 +1.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -41 7.9 +3.5
FDL First Trust Morningstar Dividend Leaders Index Fund 1.3 45 -37 9.0 +4.5
CTEF Castellan Targeted Equity ETF 1.3 45 -37 2.8 -1.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.3 38 -30 9.1 +4.7
BLOK Amplify Transformational Data Sharing ETF 1.3 75 -67 -0.1 -4.6
XMMO Invesco S&P MidCap Momentum ETF 1.3 34 -26 3.3 -1.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -41 6.3 +1.9
ARGT Global X MSCI Argentina ETF 1.3 59 -51 3.3 -1.2
BITQ Bitwise Crypto Industry Innovators ETF 1.3 85 -77 -2.1 -6.6
EMMF WisdomTree Emerging Markets Multifactor Fund 1.3 48 -40 8.4 +4.0
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 1.3 86 -78 13.4 +8.9
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 1.3 86 -78 0.3 -4.1
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 1.3 60 -52 9.2 +4.7
LOUP Innovator Deepwater Frontier Tech ETF 1.3 70 -62 0.8 -3.7
BPAY BlackRock Future Financial and Technology ETF 1.3 70 -62 5.8 +1.4
XC WisdomTree Emerging Markets Ex-China Fund 1.3 32 -24 6.6 +2.2
OSEA Harbor International Compounders ETF 1.3 55 -47 4.3 -0.2
BRAZ Global X Brazil Active ETF 1.3 75 -67 10.8 +6.4
ABLG Abacus FCF International Leaders ETF 1.3 59 -51 6.4 +2.0
GINX SGI Enhanced Global Income ETF 1.3 98 -90 6.7 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.3 60 -52 5.2 +0.8
SAMM Strategas Macro Momentum ETF 1.2 66 -58 3.7 -0.8
OTGL OTG Latin America ETF 1.2 269 -261 7.9 +3.5
ROBO ROBO Global Robotics & Automation Index ETF 1.2 95 -87 2.3 -2.2
PBJ Invesco Food & Beverage ETF 1.2 57 -49 7.9 +3.5
FFF Founders 100 ETF 1.2 75 -67 2.4 -2.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.2 61 -53 -0.7 -5.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.2 59 -51 8.5 +4.0
BETZ Roundhill Sports Betting & iGaming ETF 1.2 75 -67 3.5 -1.0
DEEP Roundhill Acquirers Deep Value ETF 1.2 80 -72 15.7 +11.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.1 36 -28 8.3 +3.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 1 10.0 +5.6
OCEN IQ Clean Oceans ETF 1.1 45 -37 4.6 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 1.1 20 -12 7.9 +3.4
CVAR Cultivar ETF 1.1 87 -79 7.2 +2.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -31 7.5 +3.0
OND ProShares On-Demand ETF 1.1 58 -50 0.5 -4.0
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 -44 8.0 +3.5
FTDS First Trust Dividend Strength ETF 1.0 70 -62 7.2 +2.7
DBSC Deepwater Beachfront Small Cap ETF 1.0 85 -77 1.1 -3.3
BNGE First Trust S-Network Streaming and Gaming ETF 1.0 70 -62 3.1 -1.3
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -81 4.3 -0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 56 -48 9.8 +5.3
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 1.0 57 -49 2.3 -2.1
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 1.0 60 -52 5.6 +1.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 -22 2.6 -1.8
CGXU Capital Group International Focus Equity ETF 1.0 54 -46 3.8 -0.7
SVAL iShares US Small Cap Value Factor ETF 1.0 20 -12 7.3 +2.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -51 4.3 -0.1
JPSV JPMorgan Active Small Cap Value ETF 0.9 74 -66 7.5 +3.0
COPY Tweedy, Browne Insider + Value ETF 0.9 80 -72 14.9 +10.5
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.9 32 -24 7.4 +3.0
FDFF Fidelity Disruptive Finance ETF 0.9 50 -42 5.6 +1.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -52 3.4 -1.0
CZA Invesco Zacks Mid-Cap ETF 0.8 72 -64 5.9 +1.4
JADE JPMorgan Active Developing Markets Equity ETF 0.8 65 -57 6.1 +1.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 -47 3.2 -1.3
CCSO Carbon Collective Climate Solutions US Equity ETF 0.8 35 -27 0.9 -3.6
CVY Invesco Zacks Multi-Asset Income ETF 0.8 106 -98 10.0 +5.6
ODDS Pacer BlueStar Digital Entertainment ETF 0.8 60 -52 4.7 +0.3
ASCE Allspring SMID Core ETF 0.8 38 -30 2.9 -1.5
HYP Golden Eagle Dynamic Hypergrowth ETF 0.8 85 -77 -0.8 -5.2
ALRG Allspring LT Large Core ETF 0.8 28 -20 3.5 -1.0
CSMD Congress SMid Growth ETF 0.8 69 -61 3.5 -1.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -100 2.9 -1.6
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 4.8 +0.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.7 80 -72 6.9 +2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.7 39 -31 9.5 +5.1
SNSR Global X Internet of Things ETF 0.7 68 -60 3.2 -1.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.7 39 -31 1.1 -3.4
DTAN Sparkline International Intangible Value ETF 0.7 55 -47 7.1 +2.6
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 0.7 75 -67 1.8 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.6 40 -32 6.9 +2.5
KNO AXS Knowledge Leaders ETF 0.6 78 -70 4.0 -0.4
MBOX Freedom Day Dividend ETF 0.6 39 -31 6.7 +2.3
TMAT Main Thematic Innovation ETF 0.6 164 -156 -1.9 -6.4
UFO Procure Space ETF 0.6 75 -67 -0.1 -4.5
OSCV Opus Small Cap Value ETF 0.6 79 -71 5.9 +1.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.6 89 -81 8.1 +3.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 -12 -3.6 -8.1
WBIY WBI Power Factor High Dividend ETF 0.5 100 -92 12.2 +7.7
IWC iShares Micro-Cap ETF 0.5 60 -52 -1.4 -5.8
TCV Towle Value ETF 0.5 85 -77 9.3 +4.9
XLSR State Street US Sector Rotation ETF 0.5 70 -62 4.2 -0.2
EMM Global X Emerging Markets ex-China ETF 0.5 75 -67 4.7 +0.3
CGIE Capital Group International Equity ETF 0.5 54 -46 4.6 +0.2
HWAY Themes US Infrastructure ETF 0.5 29 -21 4.6 +0.1
AFK VanEck Africa Index ETF 0.5 98 -90 11.2 +6.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.5 75 -67 4.0 -0.4
WWJD Inspire International ETF 0.5 80 -72 6.4 +2.0
GLRY Inspire Faithward Mid Cap Momentum ETF 0.5 80 -72 3.8 -0.7
EMC Global X Emerging Markets Great Consumer ETF 0.5 75 -67 7.1 +2.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.5 39 -31 3.9 -0.6
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.5 33 -25 6.7 +2.3
PAWZ ProShares Pet Care ETF 0.4 50 -42 4.4 -0.1
WSGE Warren Street Global Equity ETF 0.4 80 -72 2.9 -1.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.4 61 -53 6.0 +1.6
TMFM Motley Fool Mid-Cap Growth ETF 0.4 85 -77 2.1 -2.3
ABLS Abacus FCF Small Cap Leaders ETF 0.4 59 -51 4.5 +0.1
FLV American Century Focused Large Cap Value ETF 0.4 42 -34 6.0 +1.5
KONG Formidable Fortress ETF 0.4 89 -81 5.2 +0.7
LEAD Siren DIVCON Leaders Dividend ETF 0.4 43 -35 3.6 -0.9
CCFE Concourse Capital Focused Equity ETF 0.4 95 -87 2.8 -1.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.4 79 -71 3.6 -0.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.4 70 -62 4.0 -0.4
CBSE Clough Select Equity ETF 0.3 85 -77 0.3 -4.1
IYJ iShares U.S. Industrials ETF 0.3 40 -32 4.0 -0.4
VIDI Vident International Equity Strategy ETF 0.3 61 -53 8.1 +3.6
IVRS iShares Future Metaverse Tech and Communications ETF 0.3 47 -39 5.2 +0.8
IYW iShares U.S. Technology ETF 0.3 40 -32 2.9 -1.6
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -52 4.4 -0.0
PEY Invesco High Yield Equity Dividend Achievers ETF 0.3 52 -44 8.8 +4.4
FDLS Inspire Fidelis Multi Factor ETF 0.3 76 -68 3.3 -1.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.3 32 -24 5.4 +1.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 0.3 85 -77 4.2 -0.3
PBD Invesco Global Clean Energy ETF 0.3 75 -67 0.2 -4.3
XMLV Invesco S&P MidCap Low Volatility ETF 0.3 25 -17 6.9 +2.5
DIVY Sound Equity Dividend Income ETF 0.3 45 -37 8.1 +3.6
MGMT Ballast Small/Mid Cap ETF 0.3 110 -102 7.5 +3.0
TMFS Motley Fool Small-Cap Growth ETF 0.3 85 -77 1.3 -3.1
VICE AdvisorShares Vice ETF 0.3 99 -91 5.8 +1.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.3 60 -52 5.1 +0.7
APIE ActivePassive International Equity ETF 0.3 45 -37 6.4 +2.0
BIBL Inspire 100 ETF 0.2 35 -27 4.2 -0.3
DIVZ TrueShares Low Volatility Equity Income ETF 0.2 65 -57 5.9 +1.5
TTAI FCF International Quality ETF 0.2 59 -51 6.8 +2.3
ICPY Tweedy, Browne International Insider Value ETF 0.2 80 -72 21.5 +17.1
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 -21 9.9 +5.4
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -52 7.0 +2.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 -32 6.9 +2.5
COWS Amplify Cash Flow Dividend Leaders ETF 0.2 0 8 7.3 +2.9
ESPO VanEck Video Gaming and eSports ETF 0.2 56 -48 6.7 +2.3
PAVE Global X U.S. Infrastructure Development ETF 0.2 47 -39 4.1 -0.3
DRLL Strive U.S. Energy ETF 0.2 41 -33 7.8 +3.4
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.2 45 -37 4.3 -0.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 -31 6.2 +1.8
IFRA iShares U.S. Infrastructure ETF 0.2 30 -22 5.5 +1.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -37 6.8 +2.3
ARB AltShares Merger Arbitrage ETF 0.2 77 -69 2.6 -1.9
QINT American Century Quality Diversified International ETF 0.2 39 -31 6.6 +2.1
ALIL Argent Focused Small Cap ETF 0.2 74 -66 5.6 +1.2
CIL VictoryShares International Volatility Wtd ETF 0.1 45 -37 5.8 +1.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 -17 7.4 +2.9
UDI USCF Dividend Income Fund 0.1 65 -57 6.6 +2.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -67 4.1 -0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 -17 7.4 +3.0
BOUT Innovator IBD Breakout Opportunities ETF 0.1 81 -73 2.9 -1.5
DIV Global X SuperDividend US ETF 0.1 45 -37 9.8 +5.3
FFTY Innovator IBD 50 ETF 0.1 80 -72 -0.0 -4.5
EPU iShares MSCI Peru and Global Exposure ETF 0.1 59 -51 4.8 +0.4
PSP Invesco Global Listed Private Equity ETF 0.1 106 -98 6.9 +2.5
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.1 60 -52 4.1 -0.4
XITK State Street SPDR FactSet Innovative Technology ETF 0.1 45 -37 0.1 -4.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.1 30 -22 13.7 +9.3
CSD Invesco S&P Spin-Off ETF 0.1 65 -57 3.5 -1.0
CTEC Global X CleanTech ETF 0.1 50 -42 -0.1 -4.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 -31 6.8 +2.4
IBAT iShares Energy Storage & Materials ETF 0.1 47 -39 1.5 -3.0
PINK Simplify Health Care ETF 0.1 50 -42 0.9 -3.6
FINE Themes European Luxury ETF 0.1 35 -27 3.7 -0.7
ITA iShares U.S. Aerospace & Defense ETF 0.0 40 -32 1.5 -3.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -41 6.1 +1.7
SOCL Global X Social Media ETF 0.0 65 -57 12.5 +8.1
AVDS Avantis International Small Cap Equity ETF 0.0 30 -22 6.0 +1.6
DFEV Dimensional Emerging Markets Value ETF 0.0 43 -35 9.4 +5.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 -30 7.0 +2.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 -22 6.4 +2.0
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 -27 7.0 +2.5
DFIS Dimensional International Small Cap ETF 0.0 39 -31 6.1 +1.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.0 53 -45 5.1 +0.6
AVDE Avantis International Equity ETF 0.0 23 -15 6.2 +1.8
AVDV Avantis International Small Cap Value ETF 0.0 36 -28 7.7 +3.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -57 0.0 -4.5
AVSD Avantis Responsible International Equity ETF 0.0 23 -15 6.0 +1.5

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

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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 MSCI Consumer Discretionary Index ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 21.7 %
Divided by: Fwd. P/BV 4.8 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.60 CATEGORY
AVERAGE
1.57
 
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.