Global X HealthTech ETF
ALTAR
Score™		 -1.6% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 300.0x P/Sales
ratio		 1.6x
P/BV
ratio		 3.8x Div.
yield		 -0.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Global X HealthTech ETF invests in companies transforming healthcare through cutting-edge technology.

FUND BASICS
Category Global Equities
Fund Sponsor Global X
Website www.globalxetfs.com
Inception date Jul 28, 2020
Assets (mns) $24
Currency USD
Expense ratio 50 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 40
Wgt avg mkt cap (mns) $20,909
Large cap (>$10bn) 47.8%
Mid cap ($2-10bn) 31.8%
Small cap (<$2bn) 20.4%
Developed mkts 96.1%
Emerging mkts 4.0%

TOP TEN HOLDINGS
MASIMO CORPORATION 6.0 %
DEXCOM INC 5.7 %
TRANSMEDICS GROUP, INC. 5.1 %
KONINKLIIJKE ELECTRONICS NV 4.9 %
GE HEALTHCARE TECHNOLOGIES INC. 4.7 %
RESMED INC 4.5 %
ALIBABA HEALTH INFORMATION TECHNOL 4.3 %
INTUITIVE SURGICAL INC 4.1 %
IQVIA HOLDINGS INC 3.8 %
INSULET CORP 3.4 %
Total 46.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 73.1 %
NETHERLANDS 5.0 %
HONG KONG 4.4 %
DENMARK 2.9 %
AUSTRALIA 2.6 %
BRITAIN 1.6 %
CANADA 0.7 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.9% -15.2% -15.1% -- -9.5%

Market Correlations
versus... Beta R-squared
S&P500 0.95 52%
MSCI EAFE 1.00 41%
MSCI Emg. Mkts. 0.83 34%

Technical Indicators
Recent close $24.00
30d moving avg. $25.23
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 36

Liquidity measures
Avg. volume (thou.) 13
Turnover 1.3%
Bid/Ask (% of price) 1.71%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the Global X HealthTech ETF ETF based on the alternatives' overlap in portfolio holdings with HEAL. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: HEAL Expense: 50 bp ALTAR Score™: -1.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH HEAL
Ticker Fund
Name		 Overlap1
vs HEAL
(%)		 Expense
ratio
(bp)		 Savings
vs HEAL
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs HEAL
(%)
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 41.2 65 -15 0.6 +2.2
IHI iShares U.S. Medical Devices ETF 21.6 40 10 4.5 +6.0
XHE State Street SPDR S&P Health Care Equipment ETF 20.9 35 15 3.9 +5.5
FMED Fidelity Disruptive Medicine ETF 20.0 50 0 -1.2 +0.3
MDEV First Trust Indxx Medical Devices ETF 16.2 70 -20 4.9 +6.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 14.9 68 -18 2.6 +4.1
GDOC Goldman Sachs Future Health Care Equity ETF 10.8 75 -25 1.0 +2.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 10.3 60 -10 -1.7 -0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.6 +9.1
PSCH Invesco S&P SmallCap Health Care ETF 8.5 29 21 2.6 +4.2
XHS State Street SPDR S&P Health Care Services ETF 8.4 35 15 4.2 +5.8
USRD Themes US R&D Champions ETF 7.5 29 21 4.5 +6.0
MEDI Harbor Health Care ETF 7.3 80 -30 -1.4 +0.2
PINK Simplify Health Care ETF 7.1 50 0 1.0 +2.6
FHLC Fidelity MSCI Health Care Index ETF 6.8 8 42 5.5 +7.0
IHF iShares U.S. Healthcare Providers ETF 6.4 40 10 8.5 +10.1
MID American Century Mid Cap Growth Impact ETF 6.4 45 5 3.1 +4.6
SXQG ETC 6 Meridian Quality Growth ETF 6.2 100 -50 3.0 +4.6
IYH iShares U.S. Healthcare ETF 6.1 40 10 6.0 +7.5
VHT Vanguard Health Care ETF 6.0 9 41 5.3 +6.8
BMED Future Health ETF 6.0 85 -35 1.2 +2.8
SNSR Global X Internet of Things ETF 5.6 68 -18 4.3 +5.8
XLV Health Care Select Sector SPDR 5.6 8 42 6.8 +8.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 4.0 +5.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.0 35 15 4.8 +6.4
LFSC F/m Emerald Life Sciences Innovation ETF 4.8 79 -29 0.0 +1.6
BOTZ Global X Robotics & Artificial Intelligence ETF 4.8 69 -19 2.1 +3.7
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.8 60 -10 4.1 +5.7
DTEC ALPS Disruptive Technologies ETF 4.7 50 0 4.0 +5.5
CSD Invesco S&P Spin-Off ETF 4.7 65 -15 4.1 +5.6
TMFM Motley Fool Mid-Cap Growth ETF 4.7 85 -35 2.2 +3.7
AGIQ Sofi Agentic AI ETF 4.3 69 -19 7.9 +9.4
ANEW ProShares MSCI Transformational Changes ETF 4.3 45 5 4.8 +6.3
IXJ iShares Global Healthcare ETF 4.3 42 8 6.3 +7.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 35 3.3 +4.8
HRTS Tema Heart & Health ETF 4.1 75 -25 2.9 +4.5
IGPT Invesco AI and Next Gen Software ETF 4.1 60 -10 3.7 +5.3
NBDS Neuberger Berman Disrupters ETF 4.1 55 -5 1.0 +2.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -8 3.6 +5.2
CWS AdvisorShares Focused Equity ETF 4.0 84 -34 4.8 +6.4
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 6.2 +7.7
FXH First Trust Health Care AlphaDEX Fund 3.9 62 -12 4.9 +6.5
IWFG IQ Winslow Focused Large Cap Growth ETF 3.9 65 -15 2.4 +3.9
ARKG ARK Genomic Revolution ETF 3.8 75 -25 -1.8 -0.2
DIVE Dana Concentrated Dividend ETF 3.8 65 -15 7.1 +8.7
FTGS First Trust Growth Strength ETF 3.8 60 -10 3.8 +5.3
AIVI WisdomTree International AI Enhanced Value Fund 3.7 58 -8 6.4 +7.9
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 3.7 +5.2
SMOT VanEck Morningstar SMID Moat ETF 3.6 49 1 6.8 +8.3
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.8 +6.3
AGNG Global X Aging Population ETF 3.5 50 0 4.2 +5.7
BBH VanEck Biotech ETF 3.4 35 15 5.3 +6.9
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 7.1 +8.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 4.1 +5.6
ABLS Abacus FCF Small Cap Leaders ETF 3.2 59 -9 5.0 +6.5
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -9 2.9 +4.5
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -20 1.2 +2.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.1 65 -15 1.7 +3.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.0 35 15 3.9 +5.5
HYP Golden Eagle Dynamic Hypergrowth ETF 2.9 85 -35 -0.8 +0.8
IWP iShares Russell Mid-Cap Growth ETF 2.9 23 27 3.0 +4.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -2 7.8 +9.4
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 6.1 +7.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.9 49 1 3.8 +5.3
JOET Virtus Terranova US Quality Momentum ETF 2.8 29 21 4.1 +5.6
EBIZ Global X E-Commerce ETF 2.8 50 0 4.8 +6.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.8 31 19 1.9 +3.5
DBSC Deepwater Beachfront Small Cap ETF 2.7 85 -35 1.3 +2.9
ABEQ Absolute Select Value ETF 2.7 85 -35 4.3 +5.9
FYC First Trust Small Cap Growth AlphaDEX Fund 2.7 71 -21 -0.6 +0.9
MOTI VanEck Morningstar International Moat ETF 2.6 58 -8 9.8 +11.3
GINN Goldman Sachs Innovate Equity ETF 2.6 52 -2 4.1 +5.7
XDAT Franklin Exponential Data ETF 2.6 50 0 1.4 +2.9
FPX First Trust US Equity Opportunities ETF 2.6 61 -11 1.0 +2.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 0 3.6 +5.1
IQM Franklin Intelligent Machines ETF 2.6 50 0 1.4 +2.9
MVAL VanEck Morningstar Wide Moat Value ETF 2.6 49 1 6.3 +7.9
RND First Trust Bloomberg R&D Leaders ETF 2.6 60 -10 2.8 +4.3
VOT Vanguard Mid-Cap Growth ETF 2.6 7 43 3.3 +4.9
PRAY FIS Christian Stock Fund 2.5 69 -19 4.1 +5.7
THNR Amplify Weight Loss Drug & Treatment ETF 2.5 59 -9 5.7 +7.2
AIEQ AI Powered Equity ETF 2.4 75 -25 4.1 +5.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -8 4.9 +6.5
EWN iShares MSCI Netherlands ETF 2.4 50 0 5.1 +6.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.4 52 -2 5.0 +6.6
CAML Congress Large Cap Growth ETF 2.4 66 -16 2.6 +4.1
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 3.0 +4.5
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.3 60 -10 9.8 +11.4
XITK State Street SPDR FactSet Innovative Technology ETF 2.3 45 5 0.2 +1.8
PSET Principal Quality ETF 2.3 15 35 5.1 +6.6
SPIT F/m Emerald Special Situations ETF 2.3 105 -55 -0.7 +0.9
CGGR Capital Group Growth ETF 2.3 39 11 2.8 +4.3
MOAT VanEck Morningstar Wide Moat ETF 2.3 46 4 5.8 +7.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.3 60 -10 7.2 +8.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.3 18 32 6.3 +7.8
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -15 4.8 +6.3
GGRW Gabelli Growth Innovators ETF 2.3 90 -40 2.2 +3.8
KNO AXS Knowledge Leaders ETF 2.3 78 -28 4.7 +6.2
FLV American Century Focused Large Cap Value ETF 2.2 42 8 6.2 +7.8
TMFG Motley Fool Global Opportunities ETF 2.2 85 -35 4.0 +5.5
HELX Franklin Genomic Advancements ETF 2.2 50 0 -1.4 +0.1
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 4.4 +5.9
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -5 4.1 +5.7
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.7 +7.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 10 3.6 +5.2
IWO iShares Russell 2000 Growth ETF 2.1 24 26 0.6 +2.1
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.7 +3.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.3 +4.9
FDG American Century Focused Dynamic Growth ETF 2.0 45 5 1.9 +3.5
CSMD Congress SMid Growth ETF 2.0 69 -19 3.8 +5.3
FESM Fidelity Enhanced Small Cap ETF 2.0 28 22 2.6 +4.1
QGRO American Century U.S. Quality Growth ETF 2.0 29 21 4.1 +5.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -5 9.5 +11.0
KWEB KraneShares CSI China Internet ETF 2.0 69 -19 22.6 +24.1
BIBL Inspire 100 ETF 2.0 35 15 4.6 +6.2
PSC Principal U.S. Small-Cap ETF 2.0 38 12 4.0 +5.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.9 15 35 7.4 +9.0
CRTC Xtrackers US National Critical Technologies ETF 1.9 35 15 4.4 +6.0
XT iShares Exponential Technologies ETF 1.9 46 4 4.4 +6.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.9 9 41 4.1 +5.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 44 3.7 +5.2
TMAT Main Thematic Innovation ETF 1.9 164 -114 -2.0 -0.4
SMRI Bushido Capital US Equity ETF 1.8 71 -21 8.5 +10.0
FTCS First Trust Capital Strength ETF 1.8 55 -5 5.5 +7.1
QLTY GMO U.S. Quality ETF 1.8 50 0 4.3 +5.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -15 3.8 +5.4
FFOX FundX Future Fund Opportunities ETF 1.8 100 -50 2.6 +4.1
ROBO ROBO Global Robotics & Automation Index ETF 1.8 95 -45 2.9 +4.4
TMFX Motley Fool Next Index ETF 1.8 50 0 3.2 +4.8
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.4 +5.9
VBK Vanguard Small-Cap Growth ETF 1.7 7 43 1.4 +2.9
KIE State Street SPDR S&P Insurance ETF 1.7 35 15 6.9 +8.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.7 20 30 0.9 +2.5
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 22 3.2 +4.8
VO Vanguard Mid-Cap ETF 1.6 4 46 5.5 +7.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 3.8 +5.4
JDOC JPMorgan Healthcare Leaders ETF 1.6 65 -15 3.6 +5.1
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 40 0.7 +2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.6 49 1 4.9 +6.5
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.6 79 -29 0.0 +1.6
IBUY Amplify Online Retail ETF 1.6 65 -15 2.4 +3.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -14 1.4 +3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.6 43 7 5.3 +6.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -25 1.1 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 21 4.4 +5.9
SNPV Xtrackers S&P 500 Value ESG ETF 1.5 15 35 5.8 +7.4
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -39 4.8 +6.4
TMFC Motley Fool 100 Index ETF 1.5 50 0 3.3 +4.9
ISHP First Trust Nasdaq Retail ETF 1.4 60 -10 5.5 +7.1
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -4.3 -2.8
PWB Invesco Large Cap Growth ETF 1.4 56 -6 2.3 +3.9
FSST Fidelity Sustainable U.S. Equity ETF 1.4 59 -9 3.3 +4.9
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 27 5.7 +7.2
FFOG Franklin Focused Growth ETF 1.4 61 -11 1.8 +3.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.4 79 -29 4.5 +6.1
IWR iShares Russell Midcap ETF 1.4 19 31 5.7 +7.2
PTL Inspire 500 ETF 1.4 9 41 4.8 +6.3
CZAR Themes Natural Monopoly ETF 1.4 35 15 5.5 +7.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.4 +6.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.4 20 30 4.5 +6.1
BFOR ALPS Barron's 400 ETF 1.3 65 -15 5.2 +6.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.3 61 -11 5.9 +7.4
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.7 +5.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.3 9 41 5.5 +7.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -9 2.0 +3.6
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 2 4.2 +5.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 30 4.4 +6.0
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 30 3.2 +4.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 10 40 4.0 +5.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.3 15 35 4.0 +5.6
OPTZ Optimize Strategy Index ETF 1.3 50 0 4.1 +5.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 32 4.0 +5.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 1 7.0 +8.5
HART IQ Healthy Hearts ETF 1.3 45 5 5.7 +7.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 26 7.4 +8.9
DTAN Sparkline International Intangible Value ETF 1.3 55 -5 7.4 +9.0
MFMO Motley Fool Momentum Factor ETF 1.3 50 0 2.4 +3.9
FDN First Trust Dow Jones Internet Index Fund 1.3 52 -2 3.0 +4.5
FBOT Fidelity Disruptive Automation ETF 1.3 50 0 3.3 +4.8
FDMO Fidelity Momentum Factor ETF 1.3 15 35 2.7 +4.3
FDND FT Vest Dow Jones Internet & Target Income ETF 1.3 75 -25 2.8 +4.3
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 3.7 +5.3
ARKK ARK Innovation ETF 1.3 75 -25 -3.2 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 41 5.8 +7.4
JGRW Jensen Quality Growth ETF 1.3 57 -7 4.3 +5.8
ETHO Etho Climate Leadership U.S. ETF 1.3 47 3 4.7 +6.3
JHMM John Hancock Multifactor Mid Cap ETF 1.3 42 8 5.7 +7.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.2 31 19 5.9 +7.5
FDWM Fidelity Women's Leadership ETF 1.2 59 -9 3.7 +5.3
NIXT Research Affiliates Deletions ETF 1.2 9 41 7.2 +8.7
CGDV Capital Group Dividend Value ETF 1.2 33 17 4.2 +5.8
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 46 5.6 +7.2
IWM iShares Russell 2000 ETF 1.2 19 31 2.9 +4.5
RSSL Global X Russell 2000 ETF 1.2 8 42 3.0 +4.5
CFA VictoryShares US 500 Volatility Wtd ETF 1.2 35 15 5.5 +7.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.2 40 10 5.4 +7.0
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 20 3.1 +4.6
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 6.1 +7.7
QQQ Invesco QQQ Trust Series I 1.2 20 30 3.7 +5.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.2 49 1 4.7 +6.3
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.7 +5.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.2 70 -20 2.3 +3.8
SVAL iShares US Small Cap Value Factor ETF 1.2 20 30 7.9 +9.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.2 12 38 3.7 +5.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.2 12 38 3.8 +5.3
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 6.2 +7.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 4.5 +6.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 46 3.6 +5.2
STXK Strive Small-Cap ETF 1.2 18 32 5.5 +7.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 25 8.3 +9.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 11 2.5 +4.1
AFSM First Trust Active Factor Small Cap ETF 1.1 75 -25 6.4 +8.0
MNZL Manzil Russell Halal USA Broad MarketETF 1.1 40 10 4.3 +5.8
WCLD WisdomTree Cloud Computing Fund 1.1 45 5 1.6 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 41 4.7 +6.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.1 50 0 5.8 +7.3
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 15 3.8 +5.3
SIZE iShares MSCI USA Size Factor ETF 1.1 15 35 5.8 +7.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 44 2.9 +4.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 0 6.1 +7.7
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 24 3.2 +4.8
BUYZ Franklin Disruptive Commerce ETF 1.1 50 0 2.5 +4.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 46 5.6 +7.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.3 +5.8
NUSC Nuveen ESG Small-Cap ETF 1.1 31 19 5.3 +6.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 15 6.8 +8.3
IBOT Vaneck Robotics ETF 1.0 47 3 3.8 +5.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.0 10 40 4.7 +6.3
VOE Vanguard Mid-Cap Value ETF 1.0 7 43 7.0 +8.6
WDNA WisdomTree BioRevolution Fund 1.0 45 5 -2.3 -0.8
JGRO JPMorgan Active Growth ETF 1.0 44 6 2.6 +4.2
VTWO Vanguard Russell 2000 ETF 1.0 7 43 3.1 +4.6
FCPI Fidelity Stocks for Inflation ETF 1.0 15 35 6.1 +7.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 1.0 69 -19 -0.8 +0.8
ILCG iShares Morningstar Growth ETF 1.0 4 46 3.4 +5.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 14 4.4 +6.0
XJR iShares ESG Screened S&P Small-Cap ETF 1.0 12 38 6.7 +8.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.0 30 20 7.6 +9.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 1 4.1 +5.6
MFIG Motley Fool Innovative Growth Factor ETF 1.0 50 0 3.0 +4.6
XBI State Street SPDR S&P Biotech ETF 1.0 35 15 -2.2 -0.7
WCEO Hypatia Women CEO ETF 1.0 85 -35 5.1 +6.6
FLDZ RiverNorth Patriot ETF 1.0 75 -25 5.8 +7.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 6.7 +8.3
TCV Towle Value ETF 1.0 85 -35 10.5 +12.0
EDEN iShares MSCI Denmark ETF 1.0 53 -3 6.6 +8.1
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.0 12 38 7.2 +8.8
VXF Vanguard Extended Market ETF 1.0 5 45 4.1 +5.6
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -10 3.7 +5.3
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 6.2 +7.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -45 -0.5 +1.1
CHGX AXS Change Finance ESG ETF 1.0 49 1 5.0 +6.5
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 5.8 +7.3
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 14 3.5 +5.0
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -26 3.5 +5.0
CHRI Global X S&P 500 Christian Values ETF 1.0 29 21 4.3 +5.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 33 5.3 +6.9
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 6.3 +7.8
HLAL Wahed FTSE USA Shariah ETF 0.9 50 0 4.1 +5.7
ROE Astoria US Quality Kings ETF 0.9 49 1 5.9 +7.4
IWS iShares Russell Mid-Cap Value ETF 0.9 23 27 6.4 +8.0
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.8 +6.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -9 4.9 +6.4
SPXT ProShares S&P 500 Ex-Technology ETF 0.9 9 41 5.0 +6.6
VUG Vanguard Growth ETF 0.9 4 46 3.7 +5.3
KTEC KraneShares Hang Seng TECH Index ETF 0.9 69 -19 20.2 +21.8
ARVR First Trust Indxx Metaverse ETF 0.9 70 -20 4.5 +6.0
DARP Grizzle Growth ETF 0.9 75 -25 1.9 +3.5
SMAP Amplify Small-Mid Cap Equity ETF 0.9 60 -10 4.7 +6.3
RFFC ALPS Active Equity Opportunity ETF 0.9 48 2 3.9 +5.5
VONG Vanguard Russell 1000 Growth ETF 0.9 7 43 3.9 +5.4
IWF iShares Russell 1000 Growth ETF 0.9 19 31 3.7 +5.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 29 3.3 +4.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 6.4 +8.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 43 6.7 +8.2
IJR iShares Core S&P Small Cap ETF 0.9 6 44 6.8 +8.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.9 3 47 6.9 +8.4
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 37 1.9 +3.4
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.3 +7.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.9 25 25 4.5 +6.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 5 4.0 +5.6
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 0 5.5 +7.0
MODL VictoryShares WestEnd U.S. Sector ETF 0.9 42 8 4.4 +6.0
ACVF American Conservative Values ETF 0.9 75 -25 4.0 +5.6
ADME Aptus Drawdown Managed Equity ETF 0.8 79 -29 3.7 +5.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.8 35 15 4.7 +6.2
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 6.5 +8.0
SGLC SGI U.S. Large Cap Core ETF 0.8 85 -35 4.1 +5.7
WISE Themes Generative Artificial Intelligence ETF 0.8 35 15 -0.4 +1.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 15 5.2 +6.7
ISCB iShares Morningstar Small-Cap ETF 0.8 4 46 5.7 +7.3
GLBL Pacer MSCI World Industry Advantage ETF 0.8 65 -15 3.9 +5.4
XOEF iShares S&P 500 ex S&P 100 ETF 0.8 20 30 5.0 +6.5
YNOT Horizon Digital Frontier ETF 0.8 75 -25 3.0 +4.5
ISMD Inspire Small/Mid Cap ETF 0.8 54 -4 5.7 +7.3
COWZ Pacer US Cash Cows 100 ETF 0.8 49 1 7.7 +9.3
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 11 7.9 +9.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.8 49 1 7.7 +9.3
MGK Vanguard Mega Cap Growth ETF 0.8 7 43 3.7 +5.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 30 7.5 +9.1
JHML John Hancock Multifactor Large Cap ETF 0.8 29 21 4.8 +6.4
FFF Founders 100 ETF 0.8 75 -25 2.9 +4.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 2.7 +4.3
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 37 5.9 +7.4
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.1 +6.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 33 4.3 +5.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.8 15 35 4.4 +5.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 40 4.4 +6.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 35 4.7 +6.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -10 8.6 +10.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -0.9 +0.6
CVAR Cultivar ETF 0.8 87 -37 7.1 +8.7
AVUQ Avantis U.S. Quality ETF 0.8 15 35 3.9 +5.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -25 3.5 +5.1
ESGV Vanguard ESG U.S. Stock ETF 0.7 9 41 4.6 +6.1
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 40 4.3 +5.9
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 32 5.0 +6.6
VB Vanguard Small-Cap ETF 0.7 5 45 5.6 +7.1
FMKT The Free Markets ETF 0.7 76 -26 4.4 +6.0
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 46 3.5 +5.0
VOOG Vanguard S&P 500 Growth ETF 0.7 7 43 3.4 +5.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 46 3.4 +5.0
IVW iShares S&P 500 Growth ETF 0.7 18 32 3.3 +4.8
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 41 4.4 +5.9
DEUS Xtrackers Russell US Multifactor ETF 0.7 17 33 6.7 +8.2
STXG Strive 1000 Growth ETF 0.7 18 32 3.6 +5.1
IWY iShares Russell Top 200 Growth ETF 0.7 20 30 3.9 +5.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 25 6.6 +8.1
BLES Inspire Global Hope ETF 0.7 61 -11 6.1 +7.6
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 4.3 +5.9
SSPY Syntax Stratified LargeCap ETF 0.7 30 20 6.3 +7.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 35 5.3 +6.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.7 24 26 6.4 +7.9
WRND IQ Global Equity R&D Leaders ETF 0.7 18 32 4.4 +6.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.7 40 10 4.2 +5.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.7 30 20 4.1 +5.7
RGEF Rockefeller Global Equity ETF 0.7 55 -5 4.2 +5.7
GVLU Gotham 1000 Value ETF 0.7 50 0 8.4 +9.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.7 20 30 6.4 +8.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.7 35 15 6.5 +8.0
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 25 4.9 +6.5
TOPC iShares S&P 500 3% Capped ETF 0.7 15 35 4.7 +6.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 48 4.5 +6.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 50 4.5 +6.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 20 4.1 +5.7
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -10 4.7 +6.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 39 4.5 +6.1
ITEQ BlueStar Israel Technology ETF 0.6 75 -25 1.2 +2.8
FSGS First Trust SMID Growth Strength ETF 0.6 60 -10 5.0 +6.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 43 4.5 +6.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 41 4.4 +6.0
VOTE TCW Transform 500 ETF 0.6 5 45 4.5 +6.0
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 25 5.0 +6.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.6 19 31 5.2 +6.7
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 32 4.8 +6.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.6 29 21 7.3 +8.8
FEX First Trust Large Cap Core AlphaDEX Fund 0.6 59 -9 5.3 +6.9
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -5 3.4 +5.0
PBUS Invesco MSCI USA ETF 0.6 4 46 4.6 +6.1
SUSA iShares MSCI USA ESG Select ETF 0.6 25 25 4.4 +5.9
REVS Columbia Research Enhanced Value ETF 0.6 19 31 7.1 +8.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 44 7.3 +8.8
BUL Pacer US Cash Cows Growth ETF 0.6 60 -10 3.5 +5.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 8.1 +9.7
XVV iShares ESG Screened S&P 500 ETF 0.6 8 42 4.5 +6.1
GXLC Global X U.S. 500 ETF 0.6 2 48 4.4 +6.0
IWV iShares Russell 3000 ETF 0.6 20 30 4.4 +5.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.6 12 38 6.3 +7.9
VTI Vanguard Total Stock Market ETF 0.6 3 47 4.5 +6.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 47 4.5 +6.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.6 65 -15 4.3 +5.9
VTHR Vanguard Russell 3000 ETF 0.6 7 43 4.5 +6.0
STRV Strive 500 ETF 0.6 5 45 4.5 +6.0
SFY SoFi Select 500 ETF 0.6 0 50 4.2 +5.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 25 5.3 +6.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -30 3.9 +5.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.6 15 35 5.2 +6.8
LRGF iShares U.S. Equity Factor ETF 0.6 8 42 5.0 +6.6
VV Vanguard Large-Cap ETF 0.6 4 46 4.5 +6.0
NULC Nuveen ESG Large-Cap ETF 0.6 21 29 4.3 +5.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.6 18 32 4.3 +5.8
DFUS Dimensional U.S. Equity ETF 0.6 9 41 4.4 +6.0
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 44 8.2 +9.8
ILCB iShares Morningstar U.S. Equity ETF 0.6 3 47 4.5 +6.0
OEI Optimized Equity Income ETF 0.6 75 -25 3.6 +5.1
IYY iShares Dow Jones U.S. ETF 0.6 20 30 4.4 +6.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 30 4.6 +6.2
ITAN Sparkline Intangible Value ETF 0.6 50 0 6.5 +8.1
IWB iShares Russell 1000 ETF 0.6 15 35 4.5 +6.1
VONE Vanguard Russell 1000 ETF 0.6 7 43 4.6 +6.1
TTAC FCF US Quality ETF 0.6 59 -9 5.4 +6.9
DFAS Dimensional U.S. Small Cap ETF 0.6 26 24 5.9 +7.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 30 5.7 +7.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.6 14 36 4.5 +6.1
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -2 6.9 +8.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.5 20 30 4.4 +5.9
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.7 +6.2
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 27 6.2 +7.8
FPA First Trust Asia Pacific ex-Japan AlphaDEX Fund 0.5 80 -30 8.0 +9.5
SKYY First Trust Cloud Computing ETF 0.5 60 -10 3.4 +5.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.5 18 32 7.0 +8.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.7 +6.3
VOO Vanguard S&P 500 ETF 0.5 3 47 4.6 +6.1
IVV iShares Core S&P 500 ETF 0.5 3 47 4.6 +6.1
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 48 4.6 +6.1
SCHB Schwab U.S. Broad Market ETF 0.5 3 47 4.6 +6.1
SPY SPDR S&P 500 ETF 0.5 9 41 4.5 +6.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 41 4.7 +6.3
VUSV Vanguard Wellington U.S. Value Active ETF 0.5 30 20 6.0 +7.6
RVRB Reverb ETF 0.5 30 20 4.3 +5.9
DFAU Dimensional US Core Equity Market ETF 0.5 12 38 4.7 +6.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 35 4.4 +5.9
DCOR Dimensional US Core Equity 1 ETF 0.5 14 36 4.9 +6.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 47 6.5 +8.0
FLAU Franklin FTSE Australia ETF 0.5 9 41 5.9 +7.5
IJH iShares Core S&P Mid-Cap ETF 0.5 5 45 6.4 +8.0
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 25 8.4 +10.0
SCHX Schwab U.S. Large-Cap ETF 0.5 3 47 4.6 +6.2
SCHK Schwab 1000 Index ETF 0.5 5 45 4.6 +6.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 43 6.4 +8.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 32 3.4 +4.9
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 35 4.5 +6.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -10 6.4 +7.9
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 35 7.0 +8.5
KRMA Global X Conscious Companies ETF 0.5 43 7 5.7 +7.2
WSML iShares MSCI World Small-Cap ETF 0.5 15 35 5.7 +7.2
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 28 4.5 +6.0
TOK iShares MSCI Kokusai ETF 0.5 26 24 4.6 +6.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.5 70 -20 4.7 +6.2
AVUS Avantis U.S. Equity ETF 0.5 15 35 5.1 +6.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.5 14 36 4.3 +5.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.5 9 41 4.7 +6.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 33 5.0 +6.6
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 4.9 +6.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 40 4.0 +5.6
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 40 4.1 +5.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 38 4.8 +6.3
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.9 +5.5
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -10 6.6 +8.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.5 9 41 6.8 +8.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 13 5.7 +7.2
QDF FlexShares Quality Dividend Index Fund 0.5 37 13 5.8 +7.3
GSPY Gotham Enhanced 500 ETF 0.4 50 0 4.8 +6.4
URTH iShares MSCI World ETF 0.4 24 26 4.7 +6.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 40 9.7 +11.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 46 5.9 +7.4
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 8.5 +10.0
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.7 +7.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 35 9.7 +11.2
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 32 9.6 +11.1
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 8 3.9 +5.5
APUE ActivePassive U.S. Equity ETF 0.4 45 5 4.3 +5.8
VFMF Vanguard U.S. Multifactor ETF 0.4 18 32 7.0 +8.6
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 5.2 +6.7
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.6 +6.1
DXUV Dimensional US Vector Equity ETF 0.4 28 22 5.6 +7.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.3 +1.9
OEF iShares S&P 100 ETF 0.4 20 30 4.2 +5.8
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 20 5.3 +6.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.4 7 43 5.7 +7.2
RAUS RACWI US ETF 0.4 15 35 4.5 +6.1
ACWI iShares MSCI ACWI ETF 0.4 32 18 5.1 +6.6
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.4 19 31 5.4 +7.0
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 5.6 +7.1
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -10 9.0 +10.5
VT Vanguard Total World Stock ETF 0.4 6 44 5.4 +7.0
GLOF iShares Global Equity Factor ETF 0.4 20 30 6.0 +7.6
EWA iShares MSCI Australia ETF 0.4 50 0 5.4 +6.9
USEW Cambria US EW ETF 0.4 30 20 4.4 +6.0
FELC Fidelity Enhanced Large Cap Core ETF 0.4 18 32 4.8 +6.3
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 5.5 +7.0
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.4 +6.9
IBB iShares Biotechnology ETF 0.4 45 5 -0.5 +1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.4 10 40 4.6 +6.2
OALC OneAscent Large Cap Core ETF 0.4 86 -36 3.8 +5.4
MILN Global X Millennial Consumer ETF 0.4 50 0 4.2 +5.7
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 21 6.8 +8.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 30 5.1 +6.7
DAK Dakota Active Equity ETF 0.4 43 7 4.0 +5.6
MGC Vanguard Mega Cap ETF 0.4 7 43 4.3 +5.8
GVUS Marketbeta Russell 1000 Value Equity ETF 0.4 12 38 5.8 +7.4
WLDR Affinity World Leaders Equity ETF 0.4 67 -17 6.6 +8.2
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 38 5.4 +6.9
PATN Pacer Nasdaq International Patent Leaders ETF 0.4 65 -15 5.0 +6.5
SFTY Horizon Managed Risk ETF 0.4 77 -27 3.8 +5.4
EBI Longview Advantage ETF 0.4 35 15 6.3 +7.9
IUS Invesco RAFI Strategic US ETF 0.4 19 31 6.1 +7.6
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 25 6.3 +7.9
AVMV Avantis U.S. Mid Cap Value ETF 0.4 20 30 7.5 +9.1
AOTS AOT Software Platform ETF 0.3 49 1 4.9 +6.4
STOX Horizon Core Equity ETF 0.3 70 -20 3.9 +5.5
DFUV Dimensional US Marketwide Value ETF 0.3 22 28 6.6 +8.1
MEDX Horizon Kinetics Medical ETF 0.3 85 -35 1.5 +3.1
IWL iShares Russell Top 200 ETF 0.3 15 35 4.2 +5.8
TTAI FCF International Quality ETF 0.3 59 -9 6.6 +8.2
PRXV Praxis Impact Large Cap Value ETF 0.3 36 14 5.9 +7.5
DFIV Dimensional International Value ETF 0.3 27 23 7.9 +9.5
IAK iShares U.S. Insurance ETF 0.3 40 10 7.1 +8.7
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 5.2 +6.7
RECS Columbia Research Enhanced Core ETF 0.3 15 35 5.7 +7.2
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -18 3.6 +5.1
USMF WisdomTree U.S. Multifactor Fund 0.3 28 22 6.7 +8.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.3 29 21 6.8 +8.4
FELV Fidelity Enhanced Large Cap Value ETF 0.3 18 32 6.1 +7.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 5.2 +6.8
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 32 0.0 +1.6
IWC iShares Micro-Cap ETF 0.3 60 -10 -1.5 +0.1
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.9 +7.4
IVE iShares S&P 500 Value ETF 0.3 18 32 5.8 +7.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.9 +7.5
IWN iShares Russell 2000 Value ETF 0.3 24 26 5.2 +6.7
AOTG AOT Growth and Innovation ETF 0.3 75 -25 1.6 +3.2
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 21 10.3 +11.8
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 40 4.6 +6.2
VTWV Vanguard Russell 2000 Value ETF 0.3 10 40 5.3 +6.9
IUSV iShares Core S&P US Value ETF 0.3 4 46 6.1 +7.6
DFSV Dimensional US Small Cap Value ETF 0.3 31 19 9.3 +10.8
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 6.2 +7.7
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.7 +6.3
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.9 +7.5
STXM Strive Mid-Cap ETF 0.3 18 32 5.7 +7.3
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.9 +7.4
JAVA JPMorgan Active Value ETF 0.3 44 6 5.8 +7.3
ROUS Hartford Multifactor US Equity ETF 0.3 19 31 5.7 +7.2
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.8 +7.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -9 7.8 +9.4
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 16 6.1 +7.7
JHSC John Hancock Multifactor Small Cap ETF 0.3 42 8 6.4 +7.9
PEXL Pacer US Export Leaders ETF 0.3 60 -10 3.6 +5.1
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 46 6.3 +7.8
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.3 +7.9
SNPE Xtrackers S&P 500 ESG ETF 0.3 10 40 4.7 +6.2
EES WisdomTree U.S. SmallCap Fund 0.3 38 12 8.4 +10.0
VFVA Vanguard U.S. Value Factor ETF 0.3 13 37 9.9 +11.5
MFVL Motley Fool Value Factor ETF 0.3 50 0 5.8 +7.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 35 7.2 +8.7
LEAD Siren DIVCON Leaders Dividend ETF 0.3 43 7 3.8 +5.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -23 10.4 +12.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.4 +7.0
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -9 2.5 +4.0
CIL VictoryShares International Volatility Wtd ETF 0.3 45 5 5.8 +7.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 5.9 +7.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.3 12 38 3.9 +5.4
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.4 +7.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.3 12 38 6.6 +8.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.3 45 5 5.9 +7.4
JPIN J.P. Morgan Diversified Return International Equity ETF 0.3 37 13 7.2 +8.7
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 3 5.0 +6.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 15 5.8 +7.4
VTV Vanguard Value ETF 0.2 4 46 6.1 +7.7
VEGN US Vegan Climate ETF 0.2 60 -10 4.3 +5.9
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.7 +6.3
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 4.3 +5.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 8.3 +9.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 8.3 +9.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 40 8.4 +9.9
ISRA VanEck Israel ETF 0.2 59 -9 6.1 +7.7
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -5 5.4 +6.9
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 6.6 +8.1
QINT American Century Quality Diversified International ETF 0.2 39 11 6.8 +8.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -17 8.9 +10.5
FENI Fidelity Enhanced International ETF 0.2 28 22 6.0 +7.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.3 +6.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 8.3 +9.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 8 4.5 +6.1
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.7 +6.2
AFMC First Trust Active Factor Mid Cap ETF 0.2 65 -15 7.5 +9.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.2 29 21 6.0 +7.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 35 4.9 +6.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 43 4.7 +6.3
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 25 6.5 +8.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.2 40 10 5.8 +7.3
DWM WisdomTree International Equity Fund 0.2 48 2 5.8 +7.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.2 32 18 4.3 +5.9
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.6 +8.2
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 6.0 +7.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 8.2 +9.8
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 8.3 +9.9
SMMD iShares Russell 2500 ETF 0.2 15 35 6.0 +7.6
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.4 +8.0
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.7 +6.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.7 +7.2
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.5 +8.0
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.6 +8.1
IEV iShares Europe ETF 0.2 67 -17 6.1 +7.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.2 49 1 5.4 +7.0
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 4.0 +5.5
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.8 +8.3
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.7 +8.2
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.7 +6.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 30 6.1 +7.6
PFM Invesco Dividend Achievers ETF 0.2 53 -3 4.9 +6.5
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.2 20 30 5.8 +7.4
VIG Vanguard Dividend Appreciation ETF 0.2 5 45 5.2 +6.7
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -40 3.5 +5.1
STXV Strive 1000 Value ETF 0.2 18 32 7.1 +8.7
GEW Cambria Global EW ETF 0.2 29 21 5.7 +7.2
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.9 +7.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.2 8 42 4.7 +6.3
BKIE BNY Mellon International Equity ETF 0.2 4 46 6.2 +7.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 14 5.5 +7.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 35 6.2 +7.8
PIEL Pacer International Export Leaders ETF 0.2 60 -10 4.6 +6.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 6.6 +8.2
EFA iShares MSCI EAFE ETF 0.1 35 15 5.9 +7.5
ILCV iShares Morningstar Value ETF 0.1 4 46 5.6 +7.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 6.0 +7.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.8 +7.4
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 7.1 +8.7
MCHI iShares MSCI China ETF 0.1 59 -9 19.4 +20.9
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.7 +8.3
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.7 +9.3
HDUS Hartford Disciplined US Equity ETF 0.1 19 31 5.1 +6.7
FDEV Fidelity International Multifactor ETF 0.1 18 32 7.1 +8.7
TPIF Timothy Plan International ETF 0.1 62 -12 5.6 +7.2
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 9.1 +10.6
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 6.2 +7.7
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.3 +7.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.2 +7.8
FLCH Franklin FTSE China ETF 0.1 19 31 17.2 +18.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 32 3.6 +5.2
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.4 +5.0
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 15 5.9 +7.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 6.4 +7.9
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.8 +8.3
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.7 +5.2
VSGX Vanguard ESG International Stock ETF 0.1 10 40 7.1 +8.7
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 9.2 +10.8
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.2 +7.8
SCHF Schwab International Equity ETF 0.1 6 44 6.3 +7.8
SFGV Sequoia Global Value ETF 0.1 23 27 7.4 +8.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.8 +9.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 4.3 +5.8
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.2 +7.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 8.7 +10.2
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.1 +7.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.7 +7.2
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.3 +7.8
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.7 +8.3
GXC SPDR S & P China ETF 0.1 59 -9 18.1 +19.6
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.3 +7.9
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.9 +7.5
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.4 +7.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.7 +8.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 7.0 +8.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.9 +6.4
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.2 +6.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 7.1 +8.7
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.8 +14.3
INTF iShares International Equity Factor ETF 0.1 15 35 6.6 +8.2
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 5.2 +6.8
BKF iShares MSCI BIC ETF 0.1 69 -19 14.1 +15.6
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.9 +8.5
VXUS Vanguard Total International Stock ETF 0.1 5 45 7.0 +8.6
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.2 +7.7
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 34 7.6 +9.2
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.8 +7.3
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.2 +7.7
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -75 5.3 +6.9
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.6 +7.2
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.7 +7.3
DFIC Dimensional International Core Equity 2 ETF 0.1 23 27 6.4 +7.9
GWX SPDR S&P International Small Cap ETF 0.1 40 10 6.1 +7.6
USMV iShares MSCI USA Min Vol Factor ETF 0.1 15 35 5.3 +6.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.1 49 1 8.7 +10.2
DIHP Dimensional International High Profitability ETF 0.1 29 21 5.9 +7.4
AVSD Avantis Responsible International Equity ETF 0.1 23 27 6.2 +7.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.2 +8.7
IQSI IQ Candriam International Equity ETF 0.1 15 35 5.8 +7.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 11 6.3 +7.9
VPL Vanguard FTSE Pacific ETF 0.0 7 43 5.8 +7.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.7 +8.2
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 7.0 +8.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 5.2 +6.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 8.0 +9.6
AVDE Avantis International Equity ETF 0.0 23 27 6.4 +7.9
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.5 +7.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 7.9 +9.5
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 10.0 +11.6
ISCF iShares International SmallCap Equity Factor ETF 0.0 23 27 7.4 +9.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 7.5 +9.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 9.0 +10.5
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.7 +11.3
VBR Vanguard Small Cap Value ETF 0.0 7 43 8.3 +9.8
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.9 +5.4
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 8.8 +10.3
VFH Vanguard Financials ETF 0.0 9 41 6.4 +8.0
WSGE Warren Street Global Equity ETF 0.0 80 -30 3.1 +4.6
TEXN iShares Texas Equity ETF 0.0 20 30 5.3 +6.9
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 8.1 +9.6
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 8.9 +10.4
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 9.0 +10.6
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.4 +7.9
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 6.0 +7.5
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 10.0 +11.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.5 +7.1
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.9 +7.5
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 7.7 +9.3
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.7 +9.3
DUHP Dimensional US High Profitability ETF 0.0 21 29 5.4 +7.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 8.3 +9.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 9.3 +10.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 7.5 +9.1
DISV Dimensional International Small Cap Value ETF 0.0 42 8 8.4 +9.9
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.9 +8.4

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

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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:		 Global X HealthTech ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -3.8 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -1.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.