Global X HealthTech ETF
ALTAR
Score™		 -1.5% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 315.3x P/Sales
ratio		 1.7x
P/BV
ratio		 4.0x 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) $25
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
DEXCOM INC 4.9 %
IQVIA HOLDINGS INC 4.7 %
OSCAR HEALTH, INC. CLASS A 4.6 %
GE HEALTHCARE TECHNOLOGIES INC. 4.2 %
VEEVA SYSTEMS INC-CLASS A 4.1 %
KONINKLIIJKE ELECTRONICS NV 4.1 %
MASIMO CORPORATION 4.1 %
PRO MEDICUS LIMITED 4.0 %
HIMS & HERS HEALTH, INC. CLASS A 3.9 %
RESMED INC 3.8 %
Total 42.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.7 %
AUSTRALIA 5.6 %
NETHERLANDS 4.1 %
DENMARK 3.1 %
HONG KONG 2.7 %
BRITAIN 1.3 %
SWEDEN 0.8 %
SOUTH KOREA 0.6 %



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.
-14.3% -20.0% -14.6% -- -10.1%

Market Correlations
versus... Beta R-squared
S&P500 1.16 39%
MSCI EAFE 0.76 28%
MSCI Emg. Mkts. 0.50 21%

Technical Indicators
Recent close $25.22
30d moving avg. $24.96
Annualized volatility 24.0%
Short interest (ETF) 1.3%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 8
Turnover 0.8%
Bid/Ask (% of price) 2.53%
ADV underlying (mns) $1,546

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 713 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™: -1.5%


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
(%)
FDHT Fidelity Digital Health ETF 41.0 39 11 1.7 +3.2
IHI iShares U.S. Medical Devices ETF 20.9 40 10 4.9 +6.4
XHE State Street SPDR S&P Health Care Equipment ETF 19.6 35 15 3.9 +5.4
FMED Fidelity Disruptive Medicine ETF 17.7 50 0 -1.2 +0.3
MDEV First Trust Indxx Medical Devices ETF 15.7 70 -20 5.1 +6.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 15.1 68 -18 2.5 +4.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.6 60 -10 -1.6 -0.0
XHS State Street SPDR S&P Health Care Services ETF 10.6 35 15 3.7 +5.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 9.5 40 10 7.4 +8.9
PSCH Invesco S&P SmallCap Health Care ETF 8.2 29 21 2.4 +3.9
IHF iShares U.S. Healthcare Providers ETF 7.2 40 10 7.1 +8.6
GDOC Goldman Sachs Future Health Care Equity ETF 6.6 75 -25 1.0 +2.5
FXH First Trust Health Care AlphaDEX Fund 6.0 62 -12 4.7 +6.2
FHLC Fidelity MSCI Health Care Index ETF 5.9 8 42 5.4 +6.9
USRD Themes US R&D Champions ETF 5.8 29 21 3.8 +5.3
FTGS First Trust Growth Strength ETF 5.7 60 -10 3.6 +5.1
VHT Vanguard Health Care ETF 5.7 9 41 5.2 +6.7
IYH iShares U.S. Healthcare ETF 5.7 40 10 5.8 +7.3
MEDI Harbor Health Care ETF 5.6 80 -30 -1.4 +0.1
BBH VanEck Biotech ETF 5.6 35 15 5.4 +6.9
XLV Health Care Select Sector SPDR 5.6 8 42 6.6 +8.1
HYP Golden Eagle Dynamic Hypergrowth ETF 5.6 85 -35 -0.8 +0.7
TMAT Main Thematic Innovation ETF 5.4 164 -114 -1.9 -0.4
BMED Future Health ETF 5.2 85 -35 1.3 +2.8
ARKG ARK Genomic Revolution ETF 5.2 75 -25 -1.3 +0.2
SXQG ETC 6 Meridian Quality Growth ETF 5.1 100 -50 2.9 +4.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 5.1 60 -10 4.2 +5.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.0 60 -10 3.6 +5.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 5.0 35 15 4.4 +5.9
DTEC ALPS Disruptive Technologies ETF 4.9 50 0 3.6 +5.1
TMFM Motley Fool Mid-Cap Growth ETF 4.9 85 -35 2.1 +3.6
SNSR Global X Internet of Things ETF 4.7 68 -18 3.2 +4.7
DIVE Dana Concentrated Dividend ETF 4.6 65 -15 6.9 +8.4
ABLS Abacus FCF Small Cap Leaders ETF 4.6 59 -9 4.5 +6.0
BOTZ Global X Robotics & Artificial Intelligence ETF 4.5 69 -19 1.8 +3.3
LFSC F/m Emerald Life Sciences Innovation ETF 4.4 79 -29 0.0 +1.5
IXJ iShares Global Healthcare ETF 4.3 42 8 6.3 +7.8
CSD Invesco S&P Spin-Off ETF 4.2 65 -15 3.5 +5.0
MID American Century Mid Cap Growth Impact ETF 4.1 45 5 2.9 +4.5
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -10 4.6 +6.1
HRTS Tema Heart & Health ETF 4.0 75 -25 2.9 +4.4
CZA Invesco Zacks Mid-Cap ETF 3.9 72 -22 5.9 +7.4
ANEW ProShares MSCI Transformational Changes ETF 3.9 45 5 4.4 +5.9
FSGS First Trust SMID Growth Strength ETF 3.8 60 -10 4.9 +6.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 3.8 65 -15 1.4 +2.9
AGNG Global X Aging Population ETF 3.8 50 0 4.4 +5.9
HELX Franklin Genomic Advancements ETF 3.8 50 0 -1.4 +0.1
IGPT Invesco AI and Next Gen Software ETF 3.8 60 -10 2.4 +3.9
QGRO American Century U.S. Quality Growth ETF 3.8 29 21 3.9 +5.5
AGIX KraneShares Artificial Intelligence and Technology ETF 3.8 99 -49 1.0 +2.6
MBCC Monarch Blue Chips Core ETF 3.7 125 -75 3.6 +5.1
XMMO Invesco S&P MidCap Momentum ETF 3.7 34 16 3.3 +4.8
NBDS Neuberger Berman Disrupters ETF 3.6 55 -5 0.7 +2.2
RUNN Running Oak Efficient Growth ETF 3.6 58 -8 4.9 +6.4
SMOT VanEck Morningstar SMID Moat ETF 3.6 49 1 6.3 +7.9
TCV Towle Value ETF 3.6 85 -35 9.3 +10.8
TMFX Motley Fool Next Index ETF 3.5 50 0 3.0 +4.5
AGIQ Sofi Agentic AI ETF 3.5 69 -19 6.8 +8.3
FTCS First Trust Capital Strength ETF 3.5 55 -5 5.6 +7.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.4 58 -8 3.1 +4.6
CWS AdvisorShares Focused Equity ETF 3.4 84 -34 4.8 +6.3
GRPM Invesco S&P MidCap 400 GARP ETF 3.3 35 15 6.8 +8.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 11 3.9 +5.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.1 49 1 8.0 +9.5
KIE State Street SPDR S&P Insurance ETF 3.1 35 15 6.9 +8.4
MOAT VanEck Morningstar Wide Moat ETF 3.1 46 4 5.6 +7.1
RNIN Bushido Capital US SMID Cap Equity ETF 3.0 70 -20 10.6 +12.1
PSC Principal U.S. Small-Cap ETF 3.0 38 12 3.7 +5.2
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 25 5.9 +7.4
ARB AltShares Merger Arbitrage ETF 2.9 77 -27 2.6 +4.1
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.8 49 1 2.9 +4.4
IWP iShares Russell Mid-Cap Growth ETF 2.7 23 27 2.9 +4.4
IPO Renaissance IPO ETF 2.7 60 -10 1.6 +3.1
MVAL VanEck Morningstar Wide Moat Value ETF 2.6 49 1 6.4 +7.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 19 1.8 +3.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 -2 8.0 +9.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 0 3.4 +5.0
LOUP Innovator Deepwater Frontier Tech ETF 2.6 70 -20 0.8 +2.3
LRGE ClearBridge Large Cap Growth ESG ETF 2.6 59 -9 2.7 +4.2
WDNA WisdomTree BioRevolution Fund 2.5 45 5 -2.2 -0.7
DBSC Deepwater Beachfront Small Cap ETF 2.5 85 -35 1.1 +2.7
MOTI VanEck Morningstar International Moat ETF 2.5 58 -8 10.2 +11.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.5 35 15 3.4 +4.9
AGRW Allspring LT Large Growth ETF 2.4 35 15 3.3 +4.8
RND First Trust Bloomberg R&D Leaders ETF 2.4 60 -10 2.5 +4.0
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 15 2.5 +4.1
IBUY Amplify Online Retail ETF 2.4 65 -15 2.3 +3.8
TMFG Motley Fool Global Opportunities ETF 2.3 85 -35 3.7 +5.2
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -2 3.7 +5.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.3 52 -2 4.9 +6.4
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -15 4.9 +6.4
PSET Principal Quality ETF 2.2 15 35 4.9 +6.4
DFNV Donoghue Forlines Innovation ETF 2.1 69 -19 3.6 +5.1
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 10 5.8 +7.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 1 4.5 +6.0
PINK Simplify Health Care ETF 2.1 50 0 0.9 +2.4
KWEB KraneShares CSI China Internet ETF 2.1 69 -19 25.0 +26.5
JDOC JPMorgan Healthcare Leaders ETF 2.1 65 -15 3.5 +5.0
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -12 1.5 +3.0
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 2.1 60 -10 9.2 +10.7
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -21 -0.6 +0.9
PRAY FIS Christian Stock Fund 2.1 69 -19 3.9 +5.5
EWN iShares MSCI Netherlands ETF 2.0 50 0 4.5 +6.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 15 3.1 +4.6
IWO iShares Russell 2000 Growth ETF 2.0 24 26 0.5 +2.0
EBIZ Global X E-Commerce ETF 2.0 50 0 4.9 +6.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.0 15 35 3.0 +4.5
CGGR Capital Group Growth ETF 1.9 39 11 2.6 +4.1
CAML Congress Large Cap Growth ETF 1.9 66 -16 2.4 +3.9
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -5 3.6 +5.1
FDG American Century Focused Dynamic Growth ETF 1.9 45 5 1.7 +3.2
FLDZ RiverNorth Patriot ETF 1.8 75 -25 5.6 +7.1
GGRW Gabelli Growth Innovators ETF 1.8 90 -40 2.0 +3.5
JGRW Jensen Quality Growth ETF 1.8 57 -7 4.1 +5.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 58 -8 5.0 +6.5
FFOX FundX Future Fund Opportunities ETF 1.8 100 -50 2.5 +4.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.8 15 35 7.2 +8.7
VOT Vanguard Mid-Cap Growth ETF 1.8 7 43 3.1 +4.6
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -25 4.4 +6.0
XITK State Street SPDR FactSet Innovative Technology ETF 1.7 45 5 0.1 +1.6
SVAL iShares US Small Cap Value Factor ETF 1.7 20 30 7.3 +8.8
NIXT Research Affiliates Deletions ETF 1.7 9 41 6.6 +8.1
GVLU Gotham 1000 Value ETF 1.7 50 0 8.3 +9.8
VBK Vanguard Small-Cap Growth ETF 1.7 7 43 1.2 +2.8
SMRI Bushido Capital US Equity ETF 1.7 71 -21 7.4 +8.9
ISHP First Trust Nasdaq Retail ETF 1.6 60 -10 5.5 +7.0
IWFG IQ Winslow Focused Large Cap Growth ETF 1.6 65 -15 2.1 +3.7
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 40 0.6 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 41 3.7 +5.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.6 39 11 3.5 +5.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 -5 8.8 +10.3
KNO AXS Knowledge Leaders ETF 1.6 78 -28 4.0 +5.6
CRTC Xtrackers US National Critical Technologies ETF 1.6 35 15 4.2 +5.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 35 3.7 +5.2
QLTY GMO U.S. Quality ETF 1.5 50 0 3.9 +5.5
COWZ Pacer US Cash Cows 100 ETF 1.5 49 1 7.7 +9.2
LRND IQ U.S. Large Cap R&D Leaders ETF 1.5 14 36 3.9 +5.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 30 0.8 +2.3
ROBO ROBO Global Robotics & Automation Index ETF 1.5 95 -45 2.3 +3.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 44 3.3 +4.8
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -10 8.0 +9.5
FESM Fidelity Enhanced Small Cap ETF 1.5 28 22 2.3 +3.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 10 3.0 +4.5
FLV American Century Focused Large Cap Value ETF 1.5 42 8 6.0 +7.5
WCLD WisdomTree Cloud Computing Fund 1.5 45 5 1.4 +2.9
CZAR Themes Natural Monopoly ETF 1.5 35 15 5.4 +7.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -15 3.5 +5.0
AVMC Avantis U.S. Mid Cap Equity ETF 1.5 18 32 6.0 +7.5
XBI State Street SPDR S&P Biotech ETF 1.5 35 15 -1.9 -0.4
DSTL Distillate US Fundamental Stability & Value ETF 1.4 39 11 7.8 +9.3
EFAD ProShares MSCI EAFE Dividend Growers ETF 1.4 50 0 5.7 +7.2
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -15 2.3 +3.8
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 30 -3.6 -2.1
PWB Invesco Large Cap Growth ETF 1.4 56 -6 2.0 +3.5
XT iShares Exponential Technologies ETF 1.4 46 4 3.8 +5.4
JAVA JPMorgan Active Value ETF 1.4 44 6 5.5 +7.0
VO Vanguard Mid-Cap ETF 1.4 4 46 21.0 +22.5
CSMD Congress SMid Growth ETF 1.4 69 -19 3.5 +5.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 32 3.7 +5.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 30 4.5 +6.1
NUSC Nuveen ESG Small-Cap ETF 1.4 31 19 4.9 +6.4
QQMG Invesco ESG NASDAQ 100 ETF 1.3 20 30 3.1 +4.6
DTAN Sparkline International Intangible Value ETF 1.3 55 -5 7.1 +8.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.3 60 -10 6.0 +7.5
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 1.3 80 -30 3.6 +5.1
EDEN iShares MSCI Denmark ETF 1.3 53 -3 6.4 +7.9
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 22 2.8 +4.3
RSSL Global X Russell 2000 ETF 1.3 8 42 2.7 +4.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 10 40 3.7 +5.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 21 4.0 +5.5
BIBL Inspire 100 ETF 1.2 35 15 4.2 +5.7
BBC Virtus LifeSci Biotech Clinical Trials ETF 1.2 79 -29 0.0 +1.5
IWR iShares Russell Midcap ETF 1.2 19 31 5.4 +6.9
IWM iShares Russell 2000 ETF 1.2 19 31 2.6 +4.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 41 5.2 +6.7
STXK Strive Small-Cap ETF 1.2 18 32 5.2 +6.7
ASCE Allspring SMID Core ETF 1.2 38 12 2.9 +4.4
SPGP Invesco S&P 500 GARP ETF 1.2 34 16 5.7 +7.2
QQQ Invesco QQQ Trust Series I 1.2 20 30 3.2 +4.7
QQQM Invesco NASDAQ 100 ETF 1.2 15 35 3.2 +4.7
SNPV Xtrackers S&P 500 Value ESG ETF 1.2 15 35 5.5 +7.0
ARVR First Trust Indxx Metaverse ETF 1.2 70 -20 3.6 +5.1
RSP Invesco S&P 500 Equal Weight ETF 1.2 20 30 5.9 +7.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 44 2.7 +4.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.2 60 -10 3.4 +4.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 35 3.9 +5.4
WCEO Hypatia Women CEO ETF 1.2 85 -35 4.7 +6.2
FDN First Trust Dow Jones Internet Index Fund 1.1 52 -2 2.7 +4.2
FDND FT Vest Dow Jones Internet & Target Income ETF 1.1 75 -25 2.6 +4.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.1 20 30 4.0 +5.5
JHMM John Hancock Multifactor Mid Cap ETF 1.1 42 8 5.4 +6.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -29 4.1 +5.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -20 2.1 +3.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.1 49 1 4.5 +6.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 46 5.2 +6.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -25 0.9 +2.4
ARKK ARK Innovation ETF 1.1 75 -25 -3.0 -1.4
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -9 3.4 +5.0
SRHQ SRH U.S. Quality ETF 1.1 35 15 6.2 +7.7
BFOR ALPS Barron's 400 ETF 1.1 65 -15 5.0 +6.5
EUSA iShares MSCI USA Equal Weighted ETF 1.1 9 41 5.5 +7.0
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 0 6.3 +7.8
VTWO Vanguard Russell 2000 ETF 1.1 7 43 2.8 +4.3
CFA VictoryShares US 500 Volatility Wtd ETF 1.1 35 15 5.3 +6.8
HART IQ Healthy Hearts ETF 1.1 45 5 5.8 +7.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 21 4.0 +5.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.1 49 1 6.3 +7.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.1 40 10 5.3 +6.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.1 3 47 6.4 +7.9
PTL Inspire 500 ETF 1.1 9 41 4.4 +5.9
VFLO VictoryShares Free Cash Flow ETF 1.0 39 11 7.2 +8.7
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -26 3.3 +4.8
VXF Vanguard Extended Market ETF 1.0 5 45 3.7 +5.2
VOE Vanguard Mid-Cap Value ETF 1.0 7 43 6.8 +8.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 11 2.3 +3.8
IMCB iShares Morningstar Mid-Cap ETF 1.0 4 46 5.2 +6.7
MGMT Ballast Small/Mid Cap ETF 1.0 110 -60 7.5 +9.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.0 15 35 6.2 +7.7
SPIT F/m Emerald Special Situations ETF 1.0 105 -55 -0.7 +0.8
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -39 4.3 +5.8
CVAR Cultivar ETF 1.0 87 -37 7.2 +8.7
IQM Franklin Intelligent Machines ETF 1.0 50 0 1.1 +2.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 30 4.0 +5.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 38 3.4 +4.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.0 17 33 4.9 +6.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -9 4.3 +5.8
EQWL Invesco S&P 100 Equal Weight ETF 1.0 25 25 5.4 +6.9
HEDJ WisdomTree Europe Hedged Equity Fund 1.0 58 -8 5.9 +7.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 35 4.9 +6.4
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 27 5.4 +6.9
IJR iShares Core S&P Small Cap ETF 1.0 6 44 6.3 +7.8
GPT Intelligent Alpha Atlas ETF 1.0 69 -19 6.1 +7.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 46 3.3 +4.8
CSTK Invesco Comstock Contrarian Equity ETF 1.0 35 15 5.8 +7.3
IBB iShares Biotechnology ETF 0.9 45 5 -0.5 +1.0
FPX First Trust US Equity Opportunities ETF 0.9 61 -11 0.8 +2.3
SIZE iShares MSCI USA Size Factor ETF 0.9 15 35 5.4 +7.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -5 3.2 +4.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -25 6.1 +7.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -14 1.3 +2.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.9 49 1 7.3 +8.8
FBOT Fidelity Disruptive Automation ETF 0.9 50 0 2.9 +4.4
KTEC KraneShares Hang Seng TECH Index ETF 0.9 69 -19 21.0 +22.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.9 69 -19 -0.8 +0.8
MNZL Manzil Russell Halal USA Broad MarketETF 0.9 40 10 3.7 +5.3
ISCB iShares Morningstar Small-Cap ETF 0.9 4 46 5.4 +6.9
LRGC AB US Large Cap Strategic Equities ETF 0.9 48 2 3.8 +5.3
QTOP iShares Nasdaq Top 30 Stocks ETF 0.9 20 30 2.7 +4.3
VIOO Vanguard S&P Small-Cap 600 ETF 0.9 7 43 6.2 +7.7
XOEF iShares S&P 500 ex S&P 100 ETF 0.9 20 30 4.6 +6.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 35 6.1 +7.6
MFVL Motley Fool Value Factor ETF 0.9 50 0 5.8 +7.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 20 2.6 +4.1
EQAL Invesco Russell 1000 Equal Weight ETF 0.9 20 30 6.1 +7.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.9 30 20 7.6 +9.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 25 6.1 +7.6
SCHA Schwab U.S. Small-Cap ETF 0.9 4 46 4.4 +5.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.8 24 26 7.1 +8.6
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 19 5.5 +7.0
FDWM Fidelity Women's Leadership ETF 0.8 59 -9 3.8 +5.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 41 4.2 +5.7
TMFC Motley Fool 100 Index ETF 0.8 50 0 3.0 +4.5
FFOG Franklin Focused Growth ETF 0.8 61 -11 1.6 +3.1
VB Vanguard Small-Cap ETF 0.8 5 45 5.2 +6.7
IWS iShares Russell Mid-Cap Value ETF 0.8 23 27 6.0 +7.6
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 2 2.5 +4.0
DFLV Dimensional US Large Cap Value ETF 0.8 22 28 6.1 +7.6
CHRI Global X S&P 500 Christian Values ETF 0.8 29 21 3.9 +5.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.8 10 40 4.2 +5.7
ETHO Etho Climate Leadership U.S. ETF 0.8 47 3 4.2 +5.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 38 6.2 +7.7
ILCG iShares Morningstar Growth ETF 0.8 4 46 3.0 +4.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.8 10 40 5.2 +6.7
IBOT Vaneck Robotics ETF 0.8 47 3 3.2 +4.8
AVSC Avantis U.S Small Cap Equity ETF 0.8 25 25 4.7 +6.2
ITEQ BlueStar Israel Technology ETF 0.8 75 -25 1.1 +2.6
GQQQ Astoria US Quality Growth Kings ETF 0.8 35 15 3.3 +4.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 38 3.6 +5.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -10 -0.9 +0.6
RFFC ALPS Active Equity Opportunity ETF 0.7 48 2 3.7 +5.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 30 7.3 +8.8
CHGX AXS Change Finance ESG ETF 0.7 49 1 4.2 +5.7
AVUQ Avantis U.S. Quality ETF 0.7 15 35 3.6 +5.1
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -2 6.6 +8.2
SMMD iShares Russell 2500 ETF 0.7 15 35 5.5 +7.0
AIEQ AI Powered Equity ETF 0.7 75 -25 3.6 +5.2
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -5 10.9 +12.4
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 14 3.1 +4.6
IJK iShares S&P Mid-Cap 400 Growth ETF 0.7 17 33 4.0 +5.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.7 10 40 4.1 +5.6
FFF Founders 100 ETF 0.7 75 -25 2.4 +3.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 29 2.9 +4.4
ROE Astoria US Quality Kings ETF 0.7 49 1 5.2 +6.8
SPXT ProShares S&P 500 Ex-Technology ETF 0.7 9 41 4.9 +6.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.7 36 14 4.1 +5.6
AVMV Avantis U.S. Mid Cap Value ETF 0.7 20 30 7.2 +8.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.7 15 35 4.1 +5.6
IWF iShares Russell 1000 Growth ETF 0.7 19 31 14.2 +15.7
VONG Vanguard Russell 1000 Growth ETF 0.7 7 43 3.5 +5.0
VUG Vanguard Growth ETF 0.7 4 46 20.1 +21.7
SPHB Invesco S&P 500 High Beta ETF 0.7 25 25 3.6 +5.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.7 61 -11 5.4 +6.9
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -25 5.8 +7.3
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 21 3.8 +5.3
DARP Grizzle Growth ETF 0.7 75 -25 1.6 +3.2
XMAG Defiance Large Cap ex-Mag 7 ETF 0.7 35 15 4.3 +5.8
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 37 5.5 +7.0
ACVF American Conservative Values ETF 0.7 75 -25 3.7 +5.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -45 -0.5 +1.0
WISE Themes Generative Artificial Intelligence ETF 0.7 35 15 -0.4 +1.1
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 8 4.0 +5.5
PY Principal Value ETF 0.7 15 35 7.0 +8.5
WRND IQ Global Equity R&D Leaders ETF 0.7 18 32 4.0 +5.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 5 3.5 +5.1
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 0 5.1 +6.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 26 5.9 +7.5
BLES Inspire Global Hope ETF 0.6 61 -11 5.7 +7.2
JHML John Hancock Multifactor Large Cap ETF 0.6 29 21 4.5 +6.0
DFAS Dimensional U.S. Small Cap ETF 0.6 26 24 5.6 +7.1
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 44 7.8 +9.3
PBUS Invesco MSCI USA ETF 0.6 4 46 4.2 +5.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.6 25 25 4.1 +5.6
MGK Vanguard Mega Cap Growth ETF 0.6 7 43 16.8 +18.3
SSPY Syntax Stratified LargeCap ETF 0.6 30 20 6.0 +7.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 46 5.6 +7.1
GLBL Pacer MSCI World Industry Advantage ETF 0.6 65 -15 3.4 +4.9
DFSU Dimensional US Sustainability Core 1 ETF 0.6 18 32 4.6 +6.2
HLAL Wahed FTSE USA Shariah ETF 0.6 50 0 3.6 +5.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 30 5.8 +7.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 11 7.4 +8.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 8 4.0 +5.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.6 15 35 4.2 +5.7
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 41 4.1 +5.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 18 3.9 +5.4
IUSG iShares Core S&P U.S. Growth ETF 0.6 4 46 3.1 +4.6
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 32 4.4 +5.9
IVW iShares S&P 500 Growth ETF 0.6 18 32 2.9 +4.4
STXG Strive 1000 Growth ETF 0.6 18 32 3.2 +4.7
USXF iShares ESG Advanced MSCI USA ETF 0.6 10 40 3.8 +5.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.6 4 46 3.0 +4.6
IAK iShares U.S. Insurance ETF 0.6 40 10 7.0 +8.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.6 35 15 6.3 +7.9
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 8 6.0 +7.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 15 6.6 +8.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 35 9.0 +10.5
MFIG Motley Fool Innovative Growth Factor ETF 0.6 50 0 2.7 +4.2
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 32 8.9 +10.4
INRO iShares U.S. Industry Rotation Active ETF 0.6 42 8 3.5 +5.0
TOPC iShares S&P 500 3% Capped ETF 0.6 15 35 4.4 +5.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.6 6 44 7.0 +8.5
TTAC FCF US Quality ETF 0.6 59 -9 5.6 +7.1
SUSA iShares MSCI USA ESG Select ETF 0.6 25 25 4.0 +5.5
ITAN Sparkline Intangible Value ETF 0.6 50 0 5.8 +7.3
WSML iShares MSCI World Small-Cap ETF 0.6 15 35 5.3 +6.9
KLMN Invesco MSCI North America Climate ETF 0.5 9 41 4.3 +5.8
JGRO JPMorgan Active Growth ETF 0.5 44 6 2.4 +3.9
DEUS Xtrackers Russell US Multifactor ETF 0.5 17 33 6.4 +7.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 40 9.0 +10.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.5 20 30 6.0 +7.5
VOOG Vanguard S&P 500 Growth ETF 0.5 7 43 18.4 +19.9
OPTZ Optimize Strategy Index ETF 0.5 50 0 3.4 +4.9
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 38 5.9 +7.4
IWY iShares Russell Top 200 Growth ETF 0.5 20 30 3.5 +5.0
RGEF Rockefeller Global Equity ETF 0.5 55 -5 3.8 +5.3
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 41 4.0 +5.5
RVRB Reverb ETF 0.5 30 20 3.8 +5.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 31 4.7 +6.3
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 25 8.0 +9.5
DFSV Dimensional US Small Cap Value ETF 0.5 31 19 8.8 +10.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.5 3 47 4.1 +5.6
VTI Vanguard Total Stock Market ETF 0.5 3 47 4.1 +5.6
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 21 7.1 +8.6
IWV iShares Russell 3000 ETF 0.5 20 30 4.0 +5.5
VTHR Vanguard Russell 3000 ETF 0.5 7 43 4.1 +5.6
OEI Optimized Equity Income ETF 0.5 75 -25 3.6 +5.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 43 4.1 +5.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 25 4.9 +6.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.5 15 35 3.9 +5.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 39 4.1 +5.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.5 2 48 4.1 +5.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 50 4.1 +5.6
VOTE TCW Transform 500 ETF 0.5 5 45 4.1 +5.6
MDY SPDR S&P Midcap 400 ETF Trust 0.5 23 27 5.9 +7.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.5 59 -9 7.6 +9.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.5 15 35 5.0 +6.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.5 38 12 5.2 +6.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.5 3 47 4.3 +5.9
IWC iShares Micro-Cap ETF 0.5 60 -10 -1.4 +0.1
ARTY iShares Future AI & Tech ETF 0.5 47 3 2.4 +3.9
XVV iShares ESG Screened S&P 500 ETF 0.5 8 42 4.1 +5.6
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -9 4.9 +6.4
BUL Pacer US Cash Cows Growth ETF 0.5 60 -10 3.4 +4.9
SPXE ProShares S&P 500 Ex-Energy ETF 0.5 9 41 4.0 +5.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.5 20 30 4.2 +5.7
AIVI WisdomTree International AI Enhanced Value Fund 0.5 58 -8 6.3 +7.8
QLC FlexShares US Quality Large Cap Index Fund 0.5 25 25 4.5 +6.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.5 3 47 6.1 +7.6
IJH iShares Core S&P Mid-Cap ETF 0.5 5 45 6.1 +7.6
STRV Strive 500 ETF 0.5 5 45 4.1 +5.6
IVV iShares Core S&P 500 ETF 0.5 3 47 4.2 +5.7
SPHQ Invesco S&P 500 Quality ETF 0.5 15 35 4.5 +6.0
SPY SPDR S&P 500 ETF 0.5 9 41 4.1 +5.6
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 48 4.2 +5.7
IVOO Vanguard S&P Mid-Cap 400 ETF 0.5 7 43 6.0 +7.6
IWB iShares Russell 1000 ETF 0.5 15 35 4.1 +5.6
VV Vanguard Large-Cap ETF 0.5 4 46 4.1 +5.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.5 7 43 5.3 +6.8
VONE Vanguard Russell 1000 ETF 0.5 7 43 4.2 +5.7
XLG Invesco S&P 500 Top 50 ETF 0.5 20 30 3.6 +5.1
AOTS AOT Software Platform ETF 0.5 49 1 4.6 +6.1
ILCB iShares Morningstar U.S. Equity ETF 0.5 3 47 4.1 +5.6
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 33 4.7 +6.2
IYY iShares Dow Jones U.S. ETF 0.5 20 30 4.1 +5.6
GXLC Global X U.S. 500 ETF 0.5 2 48 4.1 +5.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 20 3.7 +5.2
SKYY First Trust Cloud Computing ETF 0.4 60 -10 2.7 +4.2
DFUS Dimensional U.S. Equity ETF 0.4 9 41 4.1 +5.6
STXM Strive Mid-Cap ETF 0.4 18 32 5.8 +7.3
TOV JLens 500 Jewish Advocacy U.S. ETF 0.4 18 32 3.9 +5.4
GSPY Gotham Enhanced 500 ETF 0.4 50 0 4.4 +5.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -25 2.9 +4.4
LRGF iShares U.S. Equity Factor ETF 0.4 8 42 4.6 +6.1
SCHB Schwab U.S. Broad Market ETF 0.4 3 47 4.2 +5.7
EZM WisdomTree U.S. MidCap Fund 0.4 38 12 8.0 +9.5
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 30 5.7 +7.2
SGLC SGI U.S. Large Cap Core ETF 0.4 85 -35 3.6 +5.1
KRMA Global X Conscious Companies ETF 0.4 43 7 5.1 +6.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -30 6.0 +7.5
SFY SoFi Select 500 ETF 0.4 0 50 3.7 +5.2
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 35 4.1 +5.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.4 20 30 4.0 +5.5
DXUV Dimensional US Vector Equity ETF 0.4 28 22 5.2 +6.7
DCOR Dimensional US Core Equity 1 ETF 0.4 14 36 4.6 +6.1
DIVI Franklin International Core Dividend Tilt Index ETF 0.4 9 41 6.6 +8.1
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 21 9.9 +11.4
VOO Vanguard S&P 500 ETF 0.4 3 47 4.2 +5.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.4 14 36 4.1 +5.7
ISMD Inspire Small/Mid Cap ETF 0.4 54 -4 5.0 +6.5
NULC Nuveen ESG Large-Cap ETF 0.4 21 29 3.9 +5.4
JEPI JPMorgan Equity Premium Income ETF 0.4 35 15 5.1 +6.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 31 0.3 +1.8
YNOT Horizon Digital Frontier ETF 0.4 75 -25 2.5 +4.0
SCHK Schwab 1000 Index ETF 0.4 5 45 4.2 +5.7
DFAU Dimensional US Core Equity Market ETF 0.4 12 38 4.3 +5.8
SCHX Schwab U.S. Large-Cap ETF 0.4 3 47 4.2 +5.8
DFUV Dimensional US Marketwide Value ETF 0.4 22 28 6.1 +7.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 41 4.4 +5.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 15 4.9 +6.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 7 4.9 +6.4
AVUS Avantis U.S. Equity ETF 0.4 15 35 4.7 +6.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 32 3.0 +4.5
REVS Columbia Research Enhanced Value ETF 0.4 19 31 6.6 +8.1
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 35 5.7 +7.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 32 6.9 +8.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.4 29 21 6.4 +7.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.4 70 -20 4.7 +6.2
MILN Global X Millennial Consumer ETF 0.4 50 0 4.2 +5.7
APUE ActivePassive U.S. Equity ETF 0.4 45 5 3.9 +5.4
TOK iShares MSCI Kokusai ETF 0.4 26 24 4.3 +5.8
EWA iShares MSCI Australia ETF 0.4 50 0 5.4 +6.9
ENHU iShares Enhanced Large Cap Core Active ETF 0.4 22 28 4.1 +5.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 38 4.4 +6.0
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 40 5.0 +6.5
DFVX Dimensional US Large Cap Vector ETF 0.4 22 28 5.3 +6.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.4 10 40 3.6 +5.1
IWN iShares Russell 2000 Value ETF 0.4 24 26 4.8 +6.3
VTWV Vanguard Russell 2000 Value ETF 0.4 10 40 5.0 +6.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -10 9.3 +10.8
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 20 5.2 +6.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 13 5.4 +6.9
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 -10 9.4 +10.9
URTH iShares MSCI World ETF 0.4 24 26 4.3 +5.8
DSI iShares MSCI KLD 400 Social ETF 0.4 25 25 4.1 +5.6
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 1 4.8 +6.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.4 9 41 4.3 +5.8
QDF FlexShares Quality Dividend Index Fund 0.4 37 13 5.3 +6.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.4 12 38 6.2 +7.7
ADME Aptus Drawdown Managed Equity ETF 0.4 79 -29 3.3 +4.8
IUS Invesco RAFI Strategic US ETF 0.4 19 31 5.6 +7.1
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 35 4.9 +6.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -9 1.8 +3.3
TTAI FCF International Quality ETF 0.3 59 -9 6.8 +8.3
USEW Cambria US EW ETF 0.3 30 20 4.1 +5.6
VT Vanguard Total World Stock ETF 0.3 6 44 5.0 +6.5
ACWI iShares MSCI ACWI ETF 0.3 32 18 4.6 +6.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.3 4 46 5.7 +7.2
IVE iShares S&P 500 Value ETF 0.3 18 32 5.5 +7.0
IUSV iShares Core S&P US Value ETF 0.3 4 46 5.8 +7.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 10 3.7 +5.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.3 15 35 5.1 +6.6
EQIN Columbia US Equity Income ETF 0.3 35 15 6.1 +7.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 20 3.8 +5.3
RAUS RACWI US ETF 0.3 15 35 4.1 +5.6
RWL Invesco S&P 500 Revenue ETF 0.3 39 11 5.7 +7.2
OEF iShares S&P 100 ETF 0.3 20 30 3.8 +5.3
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -15 7.0 +8.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.3 11 39 4.3 +5.8
FLAU Franklin FTSE Australia ETF 0.3 9 41 6.0 +7.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 25 5.5 +7.0
DFIV Dimensional International Value ETF 0.3 27 23 7.8 +9.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.3 20 30 4.7 +6.2
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.3 65 -15 4.2 +5.7
MEDX Horizon Kinetics Medical ETF 0.3 85 -35 1.5 +3.0
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -9 9.0 +10.5
PRF Invesco FTSE RAFI US 1000 ETF 0.3 34 16 5.6 +7.1
VOOV Vanguard S&P 500 Value ETF 0.3 7 43 5.6 +7.1
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 38 4.9 +6.4
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 40 4.2 +5.7
MGC Vanguard Mega Cap ETF 0.3 7 43 3.9 +5.4
GLOF iShares Global Equity Factor ETF 0.3 20 30 5.6 +7.1
PRXV Praxis Impact Large Cap Value ETF 0.3 36 14 5.6 +7.1
DAK Dakota Active Equity ETF 0.3 43 7 3.7 +5.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 41 4.9 +6.4
IWL iShares Russell Top 200 ETF 0.3 15 35 3.9 +5.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 25 7.7 +9.2
ISRA VanEck Israel ETF 0.3 59 -9 5.9 +7.4
RAFE PIMCO RAFI ESG U.S. ETF 0.3 29 21 6.1 +7.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 40 4.2 +5.7
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 32 5.6 +7.1
EZU iShares MSCI Eurozone ETF 0.3 52 -2 5.6 +7.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -10 6.2 +7.7
PATN Pacer Nasdaq International Patent Leaders ETF 0.3 65 -15 4.0 +5.5
HEZU iShares Currency Hedged MSCI Eurozone ETF 0.3 53 -3 5.5 +7.0
OALC OneAscent Large Cap Core ETF 0.3 86 -36 3.4 +4.9
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 32 0.0 +1.5
IDMO Invesco S&P International Developed Momentum ETF 0.3 25 25 5.3 +6.8
SCHM Schwab U.S. Mid-Cap ETF 0.3 4 46 5.8 +7.3
IWD iShares Russell 1000 Value ETF 0.3 19 31 5.4 +6.9
VONV Vanguard Russell 1000 Value ETF 0.3 7 43 5.5 +7.0
JHMD John Hancock Multifactor Developed International ETF 0.3 39 11 6.2 +7.8
EPS WisdomTree U.S. LargeCap Fund 0.3 8 42 4.7 +6.2
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 24 2.8 +4.3
BBAX JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF 0.3 19 31 5.5 +7.1
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 38 5.4 +6.9
EPP iShares MSCI Pacific ex-Japan ETF 0.2 47 3 5.1 +6.6
EQL Alps Equal Sector Weight ETF 0.2 25 25 5.1 +6.6
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.2 45 5 5.6 +7.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -17 8.7 +10.2
HDUS Hartford Disciplined US Equity ETF 0.2 19 31 4.7 +6.2
AOTG AOT Growth and Innovation ETF 0.2 75 -25 1.2 +2.7
SFTY Horizon Managed Risk ETF 0.2 77 -27 3.5 +5.0
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 25 6.2 +7.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.2 25 25 11.1 +12.6
VFMF Vanguard U.S. Multifactor ETF 0.2 18 32 6.6 +8.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 3 7.7 +9.2
STOX Horizon Core Equity ETF 0.2 70 -20 3.6 +5.1
GQI Natixis Gateway Quality Income ETF 0.2 34 16 4.6 +6.1
CIL VictoryShares International Volatility Wtd ETF 0.2 45 5 5.8 +7.3
RECS Columbia Research Enhanced Core ETF 0.2 15 35 5.3 +6.8
VTV Vanguard Value ETF 0.2 4 46 5.8 +7.3
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 35 6.5 +8.0
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -18 2.7 +4.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 35 7.9 +9.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 32 7.9 +9.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 40 8.0 +9.5
LEAD Siren DIVCON Leaders Dividend ETF 0.2 43 7 3.6 +5.1
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 32 5.6 +7.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.2 39 11 7.8 +9.3
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 25 6.1 +7.7
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 40 4.3 +5.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 12 7.9 +9.4
STXD Strive 1000 Dividend Growth ETF 0.2 35 15 4.4 +5.9
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 35 4.4 +5.9
VEGN US Vegan Climate ETF 0.2 60 -10 3.3 +4.8
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -9 2.1 +3.6
EBI Longview Advantage ETF 0.2 35 15 5.9 +7.4
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.2 46 4 5.5 +7.0
IEUR iShares Core MSCI Europe ETF 0.2 11 39 6.4 +7.9
EFG iShares MSCI EAFE Growth ETF 0.2 36 14 3.8 +5.3
DWM WisdomTree International Equity Fund 0.2 48 2 5.7 +7.2
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.2 25 25 6.3 +7.8
BBEU JPMorgan BetaBuilders Europe ETF 0.2 9 41 6.2 +7.7
DOL WisdomTree International LargeCap Dividend Fund 0.2 48 2 5.7 +7.2
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.2 42 8 4.1 +5.6
PFM Invesco Dividend Achievers ETF 0.2 53 -3 4.6 +6.2
NUEM Nuveen ESG Emerging Markets Equity ETF 0.2 36 14 6.1 +7.6
FLEE Franklin FTSE Europe ETF 0.2 9 41 6.3 +7.8
VGK Vanguard FTSE Europe ETF 0.2 6 44 6.6 +8.1
SPEU SPDR Portfolio Europe ETF 0.2 7 43 6.5 +8.0
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -40 3.1 +4.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -5 5.0 +6.5
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 0 4.3 +5.8
IDHQ Invesco S&P International Developed High Quality ETF 0.2 29 21 5.4 +6.9
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 20 8.1 +9.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.2 19 31 5.0 +6.6
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 13 7.2 +8.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.2 15 35 4.5 +6.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.2 15 35 6.7 +8.2
IEV iShares Europe ETF 0.1 67 -17 5.9 +7.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 22 8.6 +10.2
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.1 20 30 5.7 +7.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 42 4.4 +5.9
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.1 40 10 5.7 +7.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 25 6.2 +7.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 43 4.4 +5.9
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.1 35 15 5.7 +7.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.1 49 1 5.0 +6.5
STXV Strive 1000 Value ETF 0.1 18 32 6.8 +8.3
EFA iShares MSCI EAFE ETF 0.1 35 15 5.8 +7.3
VBR Vanguard Small Cap Value ETF 0.1 7 43 7.9 +9.4
HEFA iShares Currency Hedged MSCI EAFE ETF 0.1 35 15 5.8 +7.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 5 6.8 +8.3
GEW Cambria Global EW ETF 0.1 29 21 5.4 +6.9
PIEL Pacer International Export Leaders ETF 0.1 60 -10 4.1 +5.6
GSID Goldman Sachs MarketBeta International Equity ETF 0.1 20 30 5.9 +7.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 21 5.6 +7.1
JMOM JPMorgan U.S. Momentum Factor ETF 0.1 12 38 3.3 +4.8
ROSC Hartford Multifactor Small Cap ETF 0.1 34 16 7.2 +8.7
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.1 36 14 5.4 +6.9
ILCV iShares Morningstar Value ETF 0.1 4 46 5.3 +6.8
IEFA iShares Core MSCI EAFE ETF 0.1 7 43 6.1 +7.6
VIG Vanguard Dividend Appreciation ETF 0.1 5 45 4.9 +6.4
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 1 6.1 +7.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -25 3.1 +4.6
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 25 6.0 +7.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.1 35 15 6.1 +7.6
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 37 1.7 +3.2
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 30 5.6 +7.1
EFV iShares MSCI EAFE Value ETF 0.1 34 16 7.6 +9.1
SPMO Invesco S&P 500 Momentum ETF 0.1 13 37 3.0 +4.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.1 3 47 5.8 +7.4
BKIE BNY Mellon International Equity ETF 0.1 4 46 6.0 +7.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 32 3.0 +4.5
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 26 5.7 +7.2
DFIS Dimensional International Small Cap ETF 0.1 39 11 6.1 +7.7
IDEV iShares Core MSCI International Developed Markets ETF 0.1 4 46 6.0 +7.5
MCHI iShares MSCI China ETF 0.1 59 -9 20.2 +21.7
VSGX Vanguard ESG International Stock ETF 0.1 10 40 6.6 +8.1
FLCH Franklin FTSE China ETF 0.1 19 31 18.0 +19.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 11 6.8 +8.4
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 20 6.5 +8.0
SCHF Schwab International Equity ETF 0.1 6 44 6.0 +7.5
VEA Vanguard FTSE Developed Markets ETF 0.1 3 47 6.0 +7.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 25 7.4 +8.9
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 40 6.1 +7.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.1 28 22 5.4 +6.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.1 18 32 6.4 +7.9
FENI Fidelity Enhanced International ETF 0.1 28 22 5.8 +7.3
DFAI Dimensional International Core Equity Market ETF 0.1 18 32 6.1 +7.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 38 4.9 +6.5
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 34 16 6.4 +7.9
INTF iShares International Equity Factor ETF 0.1 15 35 6.5 +8.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 30 4.2 +5.7
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 9 6.0 +7.5
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 4 46 6.7 +8.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 35 7.7 +9.2
VXUS Vanguard Total International Stock ETF 0.1 5 45 6.7 +8.2
IXUS iShares Core MSCI Total International Stock ETF 0.1 7 43 6.6 +8.1
DXIV Dimensional International Vector Equity ETF 0.1 34 16 6.6 +8.1
IPAC iShares Core MSCI Pacific ETF 0.1 9 41 5.5 +7.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 1 3.6 +5.2
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 22 5.7 +7.2
ROUS Hartford Multifactor US Equity ETF 0.1 19 31 5.3 +6.8
TXS Texas Capital Texas Equity Index ETF 0.1 49 1 5.0 +6.5
GXC SPDR S & P China ETF 0.1 59 -9 18.6 +20.2
ISCF iShares International SmallCap Equity Factor ETF 0.1 23 27 7.3 +8.8
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.1 30 20 6.2 +7.7
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 25 8.3 +9.8
IQLT iShares MSCI Intl Quality Factor ETF 0.1 30 20 5.5 +7.0
BKF iShares MSCI BIC ETF 0.1 69 -19 14.9 +16.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.1 29 21 7.0 +8.5
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 33 12.9 +14.4
DGRO iShares Core Dividend Growth ETF 0.1 8 42 5.5 +7.0
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 10 6.1 +7.6
SFGV Sequoia Global Value ETF 0.1 23 27 7.1 +8.6
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.1 8 42 6.3 +7.8
VFH Vanguard Financials ETF 0.1 9 41 6.2 +7.7
VPL Vanguard FTSE Pacific ETF 0.1 7 43 5.3 +6.8
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 32 4.3 +5.8
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 11 7.0 +8.5
IEUS iShares MSCI Europe Small-Cap ETF 0.0 42 8 6.7 +8.2
DFIC Dimensional International Core Equity 2 ETF 0.0 23 27 6.3 +7.8
GWX SPDR S&P International Small Cap ETF 0.0 40 10 5.9 +7.4
EMXF iShares ESG Advanced MSCI EM ETF 0.0 16 34 6.7 +8.3
FNCL Fidelity MSCI Financials Index ETF 0.0 8 42 6.2 +7.7
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.0 24 26 6.9 +8.5
DIHP Dimensional International High Profitability ETF 0.0 29 21 5.8 +7.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 20 6.4 +7.9
USMV iShares MSCI USA Min Vol Factor ETF 0.0 15 35 5.3 +6.8
TEXN iShares Texas Equity ETF 0.0 20 30 4.9 +6.4
PNQI Invesco NASDAQ Internet ETF 0.0 60 -10 3.8 +5.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 1 7.5 +9.0
AVSD Avantis Responsible International Equity ETF 0.0 23 27 6.0 +7.5
DGRW WisdomTree US Quality Dividend Growth Fund 0.0 28 22 4.9 +6.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 32 3.3 +4.8
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -16 7.2 +8.7
IQSI IQ Candriam International Equity ETF 0.0 15 35 5.6 +7.1
SCHC Schwab International Small-Cap Equity ETF 0.0 11 39 6.7 +8.2
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 46 5.6 +7.1
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.0 12 38 5.3 +6.8
WSGE Warren Street Global Equity ETF 0.0 80 -30 2.9 +4.4
SCHE Schwab Emerging Markets Equity ETF 0.0 11 39 9.5 +11.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -20 6.9 +8.4
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 9 6.9 +8.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 43 9.2 +10.7
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 20 8.0 +9.5
EEM iShares MSCI Emerging Markets ETF 0.0 69 -19 7.8 +9.3
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0 69 -19 7.4 +8.9
AVDE Avantis International Equity ETF 0.0 23 27 6.2 +7.7
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 0.0 58 -8 5.4 +6.9
IQDG WisdomTree International Quality Dividend Growth Fund 0.0 42 8 5.8 +7.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 11 6.2 +7.7
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 31 7.1 +8.6
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 1 7.5 +9.0
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 35 8.0 +9.5
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 41 8.2 +9.7
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 43 9.5 +11.0
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 12 7.0 +8.5
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 15 7.0 +8.5
IGRO iShares International Dividend Growth ETF 0.0 15 35 6.8 +8.3
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -9 8.6 +10.1
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 17 6.6 +8.1
DUHP Dimensional US High Profitability ETF 0.0 21 29 5.1 +6.7

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

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

Historical valuation trends

Forward
multiple:		 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 3.8 x
Less: Expense ratio 50 bp
Equals: ALTAR Score -1.5 %
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.