iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 18.2x P/Sales
ratio		 0.5x
P/BV
ratio		 2.1x Div.
yield		 1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Healthcare Providers Index seeks investment results that correspond generally to the price and yield performance of the Dow Jones US Select Healthcare Providers Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $979
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 60
Wgt avg mkt cap (mns) $99,906
Large cap (>$10bn) 85.4%
Mid cap ($2-10bn) 10.3%
Small cap (<$2bn) 4.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 26.2 %
CVS CAREMARK CORP 13.4 %
HCA HOLDINGS INC 6.0 %
HUMANA INC 5.5 %
ELEVANCE HEALTH INC 5.3 %
CENTENE CORP 4.2 %
CIGNA CORPORATION 4.2 %
VEEVA SYSTEMS INC-CLASS A 3.7 %
LABCORP HOLDINGS 3.2 %
QUEST DIAGNOSTICS 3.2 %
Total 74.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.2 %










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.
5.1% 7.1% -0.5% 8.4% 9.3%

Market Correlations
versus... Beta R-squared
S&P500 0.53 8%
MSCI EAFE 0.34 6%
MSCI Emg. Mkts. 0.18 3%

Technical Indicators
Recent close $51.93
30d moving avg. $49.80
Annualized volatility 19.7%
Short interest (ETF) 0.6%
Short interest (Underlying) 2.5%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 450
Turnover 2.4%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the iShares U.S. Healthcare Providers ETF ETF based on the alternatives' overlap in portfolio holdings with IHF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHF Expense: 40 bp ALTAR Score™: 7.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHF
Ticker Fund
Name		 Overlap1
vs IHF
(%)		 Expense
ratio
(bp)		 Savings
vs IHF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHF
(%)
FXH First Trust Health Care AlphaDEX Fund 22.3 62 -22 4.7 -2.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 18.8 40 0 7.4 +0.3
VHT Vanguard Health Care ETF 15.5 9 31 5.2 -1.9
XLV Health Care Select Sector SPDR 15.3 8 32 6.6 -0.5
FHLC Fidelity MSCI Health Care Index ETF 15.2 8 32 5.4 -1.7
SPVU Invesco S&P 500 Enhanced Value ETF 14.4 13 27 8.1 +1.0
HART IQ Healthy Hearts ETF 14.0 45 -5 5.8 -1.3
IYH iShares U.S. Healthcare ETF 13.5 40 0 5.8 -1.3
SMRI Bushido Capital US Equity ETF 10.9 71 -31 7.4 +0.3
IXJ iShares Global Healthcare ETF 10.8 42 -2 6.3 -0.8
RPV Invesco S&P 500 Pure Value ETF 10.8 35 5 8.8 +1.7
SRHQ SRH U.S. Quality ETF 10.6 35 5 6.2 -0.9
DUSA Davis Select U.S. Equity ETF 10.3 61 -21 6.9 -0.1
PINK Simplify Health Care ETF 10.3 50 -10 0.9 -6.2
RWL Invesco S&P 500 Revenue ETF 10.0 39 1 5.7 -1.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.0 49 -9 4.9 -2.2
MFVL Motley Fool Value Factor ETF 10.0 50 -10 5.8 -1.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 9.9 60 -20 -1.6 -8.6
VFLO VictoryShares Free Cash Flow ETF 9.8 39 1 7.2 +0.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 9.5 65 -25 0.6 -6.5
PKW Invesco Buyback Achievers ETF 9.4 62 -22 7.4 +0.3
FMED Fidelity Disruptive Medicine ETF 8.1 50 -10 -1.2 -8.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.1 35 5 5.7 -1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.0 60 -20 6.0 -1.1
QLTY GMO U.S. Quality ETF 7.9 50 -10 3.9 -3.1
ECML Euclidean Fundamental Value ETF 7.8 95 -55 8.9 +1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.7 65 -25 3.5 -3.6
GKAT Scharf Global Opportunity ETF 7.7 57 -17 5.8 -1.3
FDHT Fidelity Digital Health ETF 7.5 39 1 1.7 -5.4
HEAL Global X HealthTech ETF 7.2 50 -10 -1.5 -8.6
RAFE PIMCO RAFI ESG U.S. ETF 7.2 29 11 6.1 -1.0
FLDZ RiverNorth Patriot ETF 7.0 75 -35 5.6 -1.5
CSTK Invesco Comstock Contrarian Equity ETF 6.9 35 5 5.8 -1.3
DBSC Deepwater Beachfront Small Cap ETF 6.8 85 -45 1.1 -5.9
ACSI American Customer Satisfaction ETF 6.7 65 -25 4.5 -2.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.2 39 1 9.5 +2.4
BUL Pacer US Cash Cows Growth ETF 5.9 60 -20 3.4 -3.7
KAT Scharf ETF 5.7 87 -47 6.2 -0.9
EQIN Columbia US Equity Income ETF 5.6 35 5 6.1 -1.0
COWZ Pacer US Cash Cows 100 ETF 5.5 49 -9 7.7 +0.6
PSC Principal U.S. Small-Cap ETF 5.3 38 2 3.7 -3.4
DWLD Davis Select Worldwide ETF 5.3 63 -23 6.7 -0.4
COWS Amplify Cash Flow Dividend Leaders ETF 5.2 0 40 7.3 +0.3
HRTS Tema Heart & Health ETF 5.2 75 -35 2.9 -4.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.2 29 11 7.1 -0.0
QUVU Hartford Quality Value ETF 5.2 46 -6 5.6 -1.5
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 -25 5.9 -1.2
SCHD Schwab US Dividend Equity ETF 5.1 6 34 8.0 +1.0
RTH VanEck Retail ETF 5.1 35 5 4.9 -2.2
AVIE Avantis  Inflation Focused Equity ETF 5.0 25 15 6.0 -1.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.0 7 33 6.5 -0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.9 65 -25 4.5 -2.6
SIXL ETC 6 Meridian Low Beta Equity ETF 4.9 80 -40 6.0 -1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.9 20 20 5.8 -1.3
VFVA Vanguard U.S. Value Factor ETF 4.9 13 27 9.4 +2.3
JDOC JPMorgan Healthcare Leaders ETF 4.9 65 -25 3.5 -3.6
CVAR Cultivar ETF 4.8 87 -47 7.2 +0.1
ITAN Sparkline Intangible Value ETF 4.8 50 -10 5.8 -1.3
IUS Invesco RAFI Strategic US ETF 4.8 19 21 5.6 -1.5
GDOC Goldman Sachs Future Health Care Equity ETF 4.8 75 -35 1.0 -6.1
FFOX FundX Future Fund Opportunities ETF 4.8 100 -60 2.5 -4.5
LYLD Cambria Large Cap Shareholder Yield ETF 4.8 59 -19 8.4 +1.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.8 60 -20 9.3 +2.2
IYK iShares U.S. Consumer Staples ETF 4.7 40 0 6.0 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 4.7 59 -19 7.6 +0.5
ULVM VictoryShares US Value Momentum ETF 4.7 20 20 6.1 -1.0
DIA SPDR Dow Jones Industrial Average ETF 4.6 16 24 4.7 -2.4
BLCV iShares Large Cap Value Active ETF 4.6 53 -13 6.3 -0.8
STXV Strive 1000 Value ETF 4.6 18 22 6.8 -0.3
FNDX Schwab Fundamental US Large Co. Index ETF 4.6 25 15 6.2 -0.9
IWO iShares Russell 2000 Growth ETF 4.5 24 16 0.5 -6.6
PWV Invesco Large Cap Value ETF 4.5 55 -15 6.2 -0.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.4 12 28 6.2 -0.9
SSPY Syntax Stratified LargeCap ETF 4.4 30 10 6.0 -1.1
FNDB Schwab Fundamental US Broad Market Index ETF 4.3 25 15 6.1 -0.9
BGIG Bahl & Gaynor Income Growth ETF 4.3 45 -5 4.5 -2.6
VEGN US Vegan Climate ETF 4.3 60 -20 3.3 -3.8
GVLU Gotham 1000 Value ETF 4.3 50 -10 8.3 +1.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.3 55 -15 8.8 +1.8
FEGE First Eagle Global Equity ETF 4.2 79 -39 6.1 -1.0
EDOW First Trust Dow 30 Equal Weight ETF 4.2 50 -10 4.6 -2.5
LST Leuthold Select Industries ETF 4.2 91 -51 4.7 -2.4
DSTL Distillate US Fundamental Stability & Value ETF 4.1 39 1 7.8 +0.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 4.1 70 -30 4.0 -3.1
DIVE Dana Concentrated Dividend ETF 4.1 65 -25 6.9 -0.2
PSCH Invesco S&P SmallCap Health Care ETF 4.1 29 11 2.4 -4.7
DVGR DAC 3D Dividend Growth ETF 4.1 65 -25 4.7 -2.4
RNSC Furst Trust Small Cap US Equity Select ETF 4.0 60 -20 4.6 -2.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 4.0 20 20 7.3 +0.2
QVAL Alpha Architect US Quantitative Value ETF 4.0 39 1 9.4 +2.3
OSCV Opus Small Cap Value ETF 4.0 79 -39 5.9 -1.1
FSGS First Trust SMID Growth Strength ETF 4.0 60 -20 4.9 -2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.9 20 20 5.5 -1.6
BGDV Bahl & Gaynor Dividend ETF 3.9 45 -5 3.9 -3.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.3 -0.8
LFSC F/m Emerald Life Sciences Innovation ETF 3.8 79 -39 0.0 -7.1
REVS Columbia Research Enhanced Value ETF 3.8 19 21 6.6 -0.5
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 34 7.0 -0.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.7 15 25 3.7 -3.4
SPGP Invesco S&P 500 GARP ETF 3.7 34 6 5.7 -1.4
DIVB iShares Core Dividend ETF 3.7 5 35 6.9 -0.2
JAVA JPMorgan Active Value ETF 3.7 44 -4 5.5 -1.6
JSML Janus Henderson Small Cap Growth Alpha ETF 3.7 30 10 2.6 -4.5
VTWG Vanguard Russell 2000 Growth ETF 3.7 10 30 0.6 -6.4
YALL God Bless America ETF 3.6 65 -25 4.4 -2.6
TMFX Motley Fool Next Index ETF 3.6 50 -10 3.0 -4.1
IJT iShares S&P Small-Cap 600 Growth ETF 3.5 18 22 3.7 -3.4
TXS Texas Capital Texas Equity Index ETF 3.5 49 -9 5.0 -2.1
CTEF Castellan Targeted Equity ETF 3.5 45 -5 2.8 -4.3
MEDI Harbor Health Care ETF 3.5 80 -40 -1.4 -8.5
ASLV Allspring Special Large Value ETF 3.5 35 5 5.2 -1.9
DGRO iShares Core Dividend Growth ETF 3.5 8 32 5.5 -1.6
BEEX BeeHive ETF 3.5 84 -44 3.7 -3.4
PRF Invesco FTSE RAFI US 1000 ETF 3.5 34 6 5.6 -1.5
SMOT VanEck Morningstar SMID Moat ETF 3.5 49 -9 6.3 -0.7
DFLV Dimensional US Large Cap Value ETF 3.5 22 18 6.1 -1.0
LGRO Level Four Large Cap Growth Active ETF 3.5 55 -15 3.6 -3.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.4 10 30 3.7 -3.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.4 70 -30 2.1 -5.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.4 55 -15 3.2 -3.9
PDP Invesco Dorsey Wright Momentum ETF 3.4 62 -22 1.5 -5.6
DEUS Xtrackers Russell US Multifactor ETF 3.3 17 23 6.4 -0.7
DFUV Dimensional US Marketwide Value ETF 3.3 22 18 6.1 -1.0
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 -5 4.6 -2.5
USMF WisdomTree U.S. Multifactor Fund 3.3 28 12 6.5 -0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 1 3.5 -3.5
MGV Vanguard Mega Cap Value ETF 3.3 7 33 5.4 -1.7
PY Principal Value ETF 3.2 15 25 7.0 -0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.2 17 23 4.0 -3.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.2 10 30 4.1 -3.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.2 15 25 4.1 -3.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.2 3 37 6.4 -0.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.2 15 25 5.5 -1.6
ROSC Hartford Multifactor Small Cap ETF 3.2 34 6 7.2 +0.1
DVND Touchstone Dividend Select ETF 3.1 67 -27 5.2 -1.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 34 2.7 -4.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.1 18 22 6.9 -0.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.1 68 -28 2.5 -4.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.0 15 25 4.2 -2.9
JVAL JPMorgan U.S. Value Factor ETF 3.0 12 28 6.7 -0.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.0 39 1 3.9 -3.2
SPVM Invesco S&P 500 Value with Momentum ETF 3.0 39 1 6.3 -0.8
IJR iShares Core S&P Small Cap ETF 3.0 6 34 6.3 -0.8
GNOM Global X Genomics & Biotechnology ETF 3.0 50 -10 -2.6 -9.7
VIOO Vanguard S&P Small-Cap 600 ETF 3.0 7 33 6.2 -0.9
VLUE iShares MSCI USA Value Factor ETF 3.0 15 25 6.2 -0.9
FAB First Trust Multi Cap Value AlphaDEX Fund 3.0 67 -27 8.7 +1.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -19 4.9 -2.2
RSSL Global X Russell 2000 ETF 2.9 8 32 2.7 -4.4
AFSM First Trust Active Factor Small Cap ETF 2.9 75 -35 5.8 -1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -40 5.5 -1.5
VTV Vanguard Value ETF 2.9 4 36 5.8 -1.3
IWX iShares Russell Top 200 Value ETF 2.9 20 20 5.0 -2.1
AUSF Global X Adaptive U.S. Factor ETF 2.9 27 13 8.1 +1.0
SYLD Cambria Shareholder Yield ETF 2.9 59 -19 10.4 +3.3
IWM iShares Russell 2000 ETF 2.9 19 21 2.6 -4.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.9 48 -8 8.0 +0.9
ARKG ARK Genomic Revolution ETF 2.8 75 -35 -1.3 -8.4
HELX Franklin Genomic Advancements ETF 2.8 50 -10 -1.4 -8.5
FESM Fidelity Enhanced Small Cap ETF 2.8 28 12 2.3 -4.8
AFMC First Trust Active Factor Mid Cap ETF 2.8 65 -25 7.0 -0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.8 50 -10 8.0 +0.9
VYM Vanguard High Dividend Yield Index ETF 2.8 6 34 6.0 -1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 25 6.1 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.7 20 20 4.0 -3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.7 18 22 5.1 -2.0
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 27 1.7 -5.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.7 29 11 6.4 -0.7
JPSV JPMorgan Active Small Cap Value ETF 2.7 74 -34 7.5 +0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.7 20 20 6.0 -1.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.7 15 25 7.7 +0.6
CGDV Capital Group Dividend Value ETF 2.7 33 7 3.8 -3.3
NUDV Nuveen ESG Dividend ETF 2.6 26 14 6.1 -1.0
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 9 1.8 -5.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.6 28 12 4.9 -2.2
VFMF Vanguard U.S. Multifactor ETF 2.6 18 22 6.6 -0.5
AFLG First Trust Active Factor Large Cap ETF 2.6 55 -15 5.0 -2.1
SMOX Horizon Small/Mid Cap Core Equity ETF 2.6 75 -35 5.3 -1.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.6 15 25 9.0 +1.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 36 5.7 -1.4
IVE iShares S&P 500 Value ETF 2.6 18 22 5.5 -1.6
IJS iShares S&P Small-Cap 600 Value ETF 2.6 18 22 8.9 +1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.5 15 25 5.0 -2.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.5 45 -5 9.0 +1.9
COPY Tweedy, Browne Insider + Value ETF 2.5 80 -40 14.9 +7.9
VTWO Vanguard Russell 2000 ETF 2.5 7 33 2.8 -4.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.5 60 -20 6.2 -0.9
TBG TBG Dividend Focus ETF 2.5 59 -19 6.2 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 10 30 9.0 +1.9
VOOV Vanguard S&P 500 Value ETF 2.5 7 33 5.6 -1.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.5 15 25 5.1 -2.0
WTV WisdomTree US Value ETF 2.5 12 28 7.7 +0.6
SPIT F/m Emerald Special Situations ETF 2.5 105 -65 -0.7 -7.8
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 20 5.9 -1.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 5 4.4 -2.7
WLDR Affinity World Leaders Equity ETF 2.5 67 -27 5.8 -1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 7.1 +0.0
FPX First Trust US Equity Opportunities ETF 2.5 61 -21 0.8 -6.3
EVUS iShares ESG Aware MSCI USA Value ETF 2.5 18 22 5.6 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.5 4 36 5.6 -1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.5 19 21 5.0 -2.0
IUSV iShares Core S&P US Value ETF 2.5 4 36 5.8 -1.3
LCF Touchstone US Large Cap Focused ETF 2.5 69 -29 3.6 -3.4
ILCV iShares Morningstar Value ETF 2.4 4 36 5.3 -1.8
IWD iShares Russell 1000 Value ETF 2.4 19 21 5.4 -1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 2.4 60 -20 6.2 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.4 12 28 5.4 -1.7
CVY Invesco Zacks Multi-Asset Income ETF 2.4 106 -66 10.0 +3.0
VONV Vanguard Russell 1000 Value ETF 2.4 7 33 5.5 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 23 4.9 -2.1
KNO AXS Knowledge Leaders ETF 2.4 78 -38 4.0 -3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -18 5.0 -2.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -40 6.9 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 27 5.7 -1.4
SCHM Schwab U.S. Mid-Cap ETF 2.4 4 36 5.8 -1.3
FBCV Fidelity Blue Chip Value ETF 2.4 59 -19 5.8 -1.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.4 15 25 6.7 -0.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.4 40 0 6.9 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 31 5.2 -1.9
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 22 5.6 -1.5
CCFE Concourse Capital Focused Equity ETF 2.3 95 -55 2.8 -4.3
VBK Vanguard Small-Cap Growth ETF 2.3 7 33 1.2 -5.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.3 35 5 6.3 -0.7
FDLO Fidelity Low Volatility Factor ETF 2.3 15 25 4.8 -2.3
STXM Strive Mid-Cap ETF 2.3 18 22 5.8 -1.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.3 49 -9 6.3 -0.7
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 3.3 -3.8
FVAL Fidelity Value Factor ETF 2.3 15 25 5.9 -1.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.3 9 31 3.7 -3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -24 1.3 -5.8
XMMO Invesco S&P MidCap Momentum ETF 2.3 34 6 3.3 -3.8
SDOG ALPS Sector Dividend Dogs ETF 2.3 36 4 8.2 +1.2
ROUS Hartford Multifactor US Equity ETF 2.3 19 21 5.3 -1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.3 12 28 3.6 -3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 1 2.3 -4.8
NUSC Nuveen ESG Small-Cap ETF 2.2 31 9 4.9 -2.2
FXG First Trust Consumer Staples AlphaDEX Fund 2.2 63 -23 8.4 +1.3
AGNG Global X Aging Population ETF 2.2 50 -10 4.4 -2.7
FSMD Fidelity Small-Mid Multifactor ETF 2.2 15 25 6.5 -0.6
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -35 2.2 -4.9
ISCB iShares Morningstar Small-Cap ETF 2.2 4 36 5.4 -1.7
WCEO Hypatia Women CEO ETF 2.2 85 -45 4.7 -2.4
PRXV Praxis Impact Large Cap Value ETF 2.2 36 4 5.6 -1.5
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.3 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 15 6.9 -0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -35 4.8 -2.3
JPEF JPMorgan Equity Focus ETF 2.2 50 -10 3.8 -3.3
XMHQ Invesco S&P MidCap Quality ETF 2.2 25 15 5.9 -1.2
DFAS Dimensional U.S. Small Cap ETF 2.1 26 14 5.6 -1.5
DSMC Distillate Small/Mid Cash Flow ETF 2.1 55 -15 10.9 +3.8
XOEF iShares S&P 500 ex S&P 100 ETF 2.1 20 20 4.6 -2.4
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 31 5.5 -1.6
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 -8 3.8 -3.3
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 -20 8.0 +0.9
FCPI Fidelity Stocks for Inflation ETF 2.1 15 25 5.9 -1.2
PRAY FIS Christian Stock Fund 2.1 69 -29 3.9 -3.1
IMCB iShares Morningstar Mid-Cap ETF 2.1 4 36 5.2 -1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.1 30 10 3.7 -3.4
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -50 7.8 +0.7
ZECP Zacks Earnings Consistent Portfolio ETF 2.1 55 -15 4.1 -3.0
VB Vanguard Small-Cap ETF 2.1 5 35 5.2 -1.9
SFYF SoFi Social 50 ETF 2.1 29 11 0.8 -6.3
VXF Vanguard Extended Market ETF 2.1 5 35 3.7 -3.4
SVAL iShares US Small Cap Value Factor ETF 2.1 20 20 7.3 +0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 2.1 28 12 5.4 -1.7
VIG Vanguard Dividend Appreciation ETF 2.1 5 35 4.9 -2.2
MBOX Freedom Day Dividend ETF 2.1 39 1 6.7 -0.4
TPSC Timothy Plan US Small Cap Core ETF 2.1 52 -12 6.6 -0.4
FTDS First Trust Dividend Strength ETF 2.1 70 -30 7.2 +0.1
AVMC Avantis U.S. Mid Cap Equity ETF 2.0 18 22 6.0 -1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.4 -1.7
FFTY Innovator IBD 50 ETF 2.0 80 -40 -0.0 -7.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.0 60 -20 8.6 +1.6
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 11 10.8 +3.7
CGGO Capital Group Global Growth Equity ETF 2.0 47 -7 4.1 -3.0
NIXT Research Affiliates Deletions ETF 2.0 9 31 6.6 -0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 33 5.3 -1.8
TAX Cambria Tax Aware ETF 2.0 49 -9 4.1 -3.0
HGRO Hedgeye Quality Growth ETF 2.0 70 -30 3.3 -3.8
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 25 5.7 -1.4
ABIG Argent Large Cap ETF 2.0 49 -9 4.3 -2.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.0 20 20 8.6 +1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 1.1 -6.0
SIZE iShares MSCI USA Size Factor ETF 2.0 15 25 5.4 -1.6
USRD Themes US R&D Champions ETF 2.0 29 11 3.8 -3.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 25 4.9 -2.2
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -25 4.9 -2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 28 5.9 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.0 30 10 7.6 +0.5
JHMM John Hancock Multifactor Mid Cap ETF 2.0 42 -2 5.4 -1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -20 4.4 -2.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 5.1 -2.0
RFFC ALPS Active Equity Opportunity ETF 1.9 48 -8 3.7 -3.4
VUSV Vanguard Wellington U.S. Value Active ETF 1.9 30 10 5.7 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 1.9 22 18 5.0 -2.1
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 12 5.7 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 4.9 -2.2
AKAF The Frontier Economic Fund 1.9 20 20 5.2 -1.9
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 20 7.9 +0.8
VBR Vanguard Small Cap Value ETF 1.9 7 33 7.9 +0.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.9 39 1 7.4 +0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 5.6 -1.5
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.9 -2.2
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 3.4 -3.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 6.2 -0.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.9 19 21 4.7 -2.3
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 -31 -0.6 -7.7
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 1 7.8 +0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 5 4.3 -2.8
BLCR iShares Large Cap Core Active ETF 1.9 36 4 2.8 -4.3
VDIG Vanguard Wellington Dividend Growth Active ETF 1.9 40 0 4.5 -2.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 5 6.1 -1.0
SMMD iShares Russell 2500 ETF 1.9 15 25 5.5 -1.6
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 28 6.2 -0.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 20 6.1 -1.0
VALQ American Century U.S. Quality Value ETF 1.8 29 11 7.0 -0.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 15 7.7 +0.6
JGRW Jensen Quality Growth ETF 1.8 57 -17 4.1 -3.0
IPO Renaissance IPO ETF 1.8 60 -20 1.6 -5.5
SCHA Schwab U.S. Small-Cap ETF 1.8 4 36 4.4 -2.7
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 -20 5.2 -1.9
EZM WisdomTree U.S. MidCap Fund 1.8 38 2 8.0 +0.9
MDY SPDR S&P Midcap 400 ETF Trust 1.8 23 17 5.9 -1.2
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 4.6 -2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.8 25 15 11.1 +4.0
ISMD Inspire Small/Mid Cap ETF 1.8 54 -14 5.0 -2.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.8 61 -21 5.4 -1.7
AIEQ AI Powered Equity ETF 1.7 75 -35 3.6 -3.4
CFA VictoryShares US 500 Volatility Wtd ETF 1.7 35 5 5.3 -1.8
IJH iShares Core S&P Mid-Cap ETF 1.7 5 35 6.1 -1.0
PFM Invesco Dividend Achievers ETF 1.7 53 -13 4.6 -2.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 37 6.1 -1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 33 6.0 -1.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -9 3.6 -3.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.7 5 35 7.2 +0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.7 40 0 5.3 -1.8
STXK Strive Small-Cap ETF 1.7 18 22 5.2 -1.9
TOLL Tema Durable Quality ETF 1.7 75 -35 3.8 -3.3
QWLD SPDR MSCI World StrategicFactors ETF 1.7 30 10 5.2 -1.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.7 20 20 4.2 -2.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.7 75 -35 6.1 -1.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 -12 4.9 -2.2
VOE Vanguard Mid-Cap Value ETF 1.7 7 33 6.8 -0.3
EPS WisdomTree U.S. LargeCap Fund 1.7 8 32 4.7 -2.4
TMAT Main Thematic Innovation ETF 1.7 164 -124 -1.9 -9.0
MODL VictoryShares WestEnd U.S. Sector ETF 1.7 42 -2 4.0 -3.1
TCV Towle Value ETF 1.7 85 -45 9.3 +2.2
CGUS Capital Group Core Equity ETF 1.7 33 7 3.6 -3.5
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 22 4.4 -2.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 15 6.1 -1.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 25 4.2 -2.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 11 4.0 -3.1
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -2 6.0 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 1 7.4 +0.3
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 30 4.3 -2.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 5.9 -1.1
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.1 -3.0
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -40 3.8 -3.3
JHML John Hancock Multifactor Large Cap ETF 1.6 29 11 4.5 -2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 31 4.3 -2.8
DHS WisdomTree U.S. High Dividend Fund 1.6 38 2 8.1 +1.1
XITK State Street SPDR FactSet Innovative Technology ETF 1.6 45 -5 0.1 -7.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 3.4 -3.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 15 4.9 -2.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 3.9 -3.2
TPHD Timothy Plan High Dividend Stock ETF 1.6 52 -12 6.1 -1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 26 4.1 -2.9
DXUV Dimensional US Vector Equity ETF 1.5 28 12 5.2 -1.9
INRO iShares U.S. Industry Rotation Active ETF 1.5 42 -2 3.5 -3.6
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 4.4 -2.7
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 20 7.2 +0.2
AVSC Avantis U.S Small Cap Equity ETF 1.5 25 15 4.7 -2.4
FLV American Century Focused Large Cap Value ETF 1.5 42 -2 6.0 -1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 6.6 -0.5
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.4 -2.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 5 6.9 -0.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -12 5.1 -2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 2 6.9 -0.2
GSPY Gotham Enhanced 500 ETF 1.5 50 -10 4.4 -2.7
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 4.7 -2.4
IWS iShares Russell Mid-Cap Value ETF 1.5 23 17 6.0 -1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.5 60 -20 -0.9 -8.0
WCLD WisdomTree Cloud Computing Fund 1.5 45 -5 1.4 -5.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.3 -2.8
EES WisdomTree U.S. SmallCap Fund 1.5 38 2 7.9 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 36 5.6 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 1.5 9 31 4.0 -3.1
ALIL Argent Focused Small Cap ETF 1.5 74 -34 5.6 -1.5
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 8.8 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 36 3.3 -3.8
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 15 4.5 -2.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.4 47 -7 5.0 -2.1
RNMC First Trust Mid Cap US Equity Select ETF 1.4 60 -20 6.6 -0.5
PBUS Invesco MSCI USA ETF 1.4 4 36 4.2 -2.9
FDWM Fidelity Women's Leadership ETF 1.4 59 -19 3.8 -3.3
IWR iShares Russell Midcap ETF 1.4 19 21 5.4 -1.7
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -5 4.4 -2.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 30 4.2 -2.9
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -39 3.3 -3.8
WSML iShares MSCI World Small-Cap ETF 1.4 15 25 5.3 -1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 1.4 70 -30 9.7 +2.6
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.0 -5.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -16 6.8 -0.3
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 12 8.6 +1.6
XVV iShares ESG Screened S&P 500 ETF 1.4 8 32 4.1 -3.0
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 3.6 -3.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 5.2 -1.8
LGCF Themes US Cash Flow Champions ETF 1.4 30 10 7.3 +0.2
FSCS First Trust SMID Capital Strength ETF 1.4 60 -20 7.1 +0.0
ENHU iShares Enhanced Large Cap Core Active ETF 1.4 22 18 4.1 -3.0
JGLO JPMorgan Global Select Equity ETF 1.4 33 7 4.3 -2.8
RAYD Rayliant Quantitative Developed Market Equity ETF 1.4 80 -40 3.6 -3.5
IWV iShares Russell 3000 ETF 1.3 20 20 4.0 -3.1
DVY iShares Select Dividend ETF 1.3 38 2 8.1 +1.0
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 34 7.8 +0.7
EBI Longview Advantage ETF 1.3 35 5 5.9 -1.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.3 -2.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.1 -3.0
DCOR Dimensional US Core Equity 1 ETF 1.3 14 26 4.6 -2.5
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.1 -3.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -55 -0.5 -7.6
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.1 -3.0
DFUS Dimensional U.S. Equity ETF 1.3 9 31 4.1 -3.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 33 10.0 +2.9
CGGR Capital Group Growth ETF 1.3 39 1 2.6 -4.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 20 5.7 -1.3
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.1 -3.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.3 50 -10 3.4 -3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 29 4.1 -3.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.3 9 31 4.0 -3.1
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.2 -2.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 33 4.1 -3.0
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 9 5.5 -1.6
SCHK Schwab 1000 Index ETF 1.3 5 35 4.2 -2.9
SFGV Sequoia Global Value ETF 1.3 23 17 7.1 +0.0
DGT State Street SPDR Global Dow ETF 1.3 50 -10 5.7 -1.4
SUSA iShares MSCI USA ESG Select ETF 1.3 25 15 4.0 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 40 4.1 -3.0
DFVX Dimensional US Large Cap Vector ETF 1.3 22 18 5.3 -1.8
RAUS RACWI US ETF 1.3 15 25 4.1 -3.0
IVV iShares Core S&P 500 ETF 1.3 3 37 4.2 -2.9
SPY SPDR S&P 500 ETF 1.3 9 31 4.1 -3.0
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 38 4.2 -2.9
IWB iShares Russell 1000 ETF 1.3 15 25 4.1 -3.0
RJDI RJ Eagle Dividend Select Income ETF 1.3 55 -15 4.5 -2.6
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.2 -2.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.3 60 -20 5.9 -1.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 4.0 -3.1
VOTE TCW Transform 500 ETF 1.3 5 35 4.1 -3.0
GDIV Harbor Dividend Growth Leaders ETF 1.3 50 -10 4.0 -3.1
MGC Vanguard Mega Cap ETF 1.3 7 33 3.9 -3.2
DFAU Dimensional US Core Equity Market ETF 1.3 12 28 4.3 -2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.1 -2.9
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.2 -2.9
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 3.6 -3.5
OPTZ Optimize Strategy Index ETF 1.3 50 -10 3.4 -3.7
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.1 -3.0
FMKT The Free Markets ETF 1.3 76 -36 4.2 -2.9
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 5 6.8 -0.3
VV Vanguard Large-Cap ETF 1.2 4 36 4.1 -3.0
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.3 -2.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 3.9 -3.2
STRV Strive 500 ETF 1.2 5 35 4.1 -3.0
GXLC Global X U.S. 500 ETF 1.2 2 38 4.1 -3.0
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 25 4.1 -3.0
IWL iShares Russell Top 200 ETF 1.2 15 25 3.9 -3.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 7.9 +0.8
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 3.1 -4.0
VOO Vanguard S&P 500 ETF 1.2 3 37 4.2 -2.9
NULC Nuveen ESG Large-Cap ETF 1.2 21 19 3.9 -3.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 -14 5.9 -1.2
APUE ActivePassive U.S. Equity ETF 1.2 45 -5 3.9 -3.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.2 15 25 6.3 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 2 5.2 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 20 4.2 -2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 4.4 -2.7
BFOR ALPS Barron's 400 ETF 1.2 65 -25 5.0 -2.1
FFF Founders 100 ETF 1.2 75 -35 2.4 -4.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.4 -2.7
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 17 2.9 -4.2
FDN First Trust Dow Jones Internet Index Fund 1.1 52 -12 2.7 -4.4
FDND FT Vest Dow Jones Internet & Target Income ETF 1.1 75 -35 2.6 -4.5
VO Vanguard Mid-Cap ETF 1.1 4 36 21.0 +13.9
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 1 7.5 +0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.1 59 -19 1.8 -5.3
HYP Golden Eagle Dynamic Hypergrowth ETF 1.1 85 -45 -0.8 -7.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.1 25 15 4.1 -3.0
CHGX AXS Change Finance ESG ETF 1.1 49 -9 4.2 -2.9
TMFM Motley Fool Mid-Cap Growth ETF 1.1 85 -45 2.1 -5.0
TMFS Motley Fool Small-Cap Growth ETF 1.1 85 -45 1.3 -5.8
FINX Global X FinTech ETF 1.1 68 -28 3.2 -3.9
LRGF iShares U.S. Equity Factor ETF 1.1 8 32 4.6 -2.5
MOAT VanEck Morningstar Wide Moat ETF 1.1 46 -6 5.6 -1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 25 3.0 -4.1
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 25 4.4 -2.7
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 25 4.9 -2.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 2.9 -4.2
USEW Cambria US EW ETF 1.1 30 10 4.1 -3.0
FFND Future Fund Active ETF 1.1 100 -60 4.3 -2.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.1 43 -3 4.9 -2.2
STOX Horizon Core Equity ETF 1.1 70 -30 3.6 -3.5
SFTY Horizon Managed Risk ETF 1.1 77 -37 3.5 -3.6
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -7 4.2 -2.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 -9 8.0 +0.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 28 3.3 -3.8
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 27 5.5 -1.6
RVRB Reverb ETF 1.1 30 10 3.8 -3.3
DSI iShares MSCI KLD 400 Social ETF 1.1 25 15 4.1 -3.0
IWN iShares Russell 2000 Value ETF 1.0 24 16 4.8 -2.3
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 -19 9.0 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.0 25 15 5.5 -1.6
VTWV Vanguard Russell 2000 Value ETF 1.0 10 30 5.0 -2.1
AQLT iShares MSCI Global Quality Factor ETF 1.0 18 22 0.0 -7.1
OEI Optimized Equity Income ETF 1.0 75 -35 3.6 -3.5
CHRI Global X S&P 500 Christian Values ETF 1.0 29 11 3.9 -3.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.6 -3.5
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 25 5.3 -1.8
KRMA Global X Conscious Companies ETF 1.0 43 -3 5.1 -2.0
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.6 -3.5
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 17 5.4 -1.7
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 5.9 -1.2
AGRW Allspring LT Large Growth ETF 1.0 35 5 3.3 -3.8
PSET Principal Quality ETF 1.0 15 25 4.9 -2.2
RDVY First Trust Rising Dividend Achievers ETF 1.0 50 -10 5.1 -2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 -30 4.7 -2.4
GURU Global X Guru Index ETF 1.0 75 -35 2.4 -4.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.2 -2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.4 -2.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.0 75 -35 4.1 -2.9
CGV Conductor Global Equity Value ETF 1.0 130 -90 7.7 +0.6
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 2 8.1 +1.0
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.3 -2.8
OEF iShares S&P 100 ETF 1.0 20 20 3.8 -3.3
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 4.2 -2.9
SFY SoFi Select 500 ETF 0.9 0 40 3.7 -3.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 3.1 -4.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 15 4.9 -2.2
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 15 5.1 -2.0
XLG Invesco S&P 500 Top 50 ETF 0.9 20 20 3.6 -3.5
HDUS Hartford Disciplined US Equity ETF 0.9 19 21 4.7 -2.4
URTH iShares MSCI World ETF 0.9 24 16 4.3 -2.8
KONG Formidable Fortress ETF 0.9 89 -49 5.2 -1.9
MDCP VictoryShares THB Mid Cap ESG ETF 0.9 55 -15 4.8 -2.3
BIBL Inspire 100 ETF 0.9 35 5 4.2 -2.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -33 9.9 +2.9
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 30 3.8 -3.3
XSHQ Invesco S&P SmallCap Quality ETF 0.9 29 11 6.9 -0.2
BUZZ VanEck Social Sentiment ETF 0.9 75 -35 -0.7 -7.8
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 30 5.0 -2.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -35 4.0 -3.0
ACVF American Conservative Values ETF 0.9 75 -35 3.7 -3.4
NULV Nuveen ESG Large-Cap Value ETF 0.9 26 14 5.1 -2.0
LOWV AB US Low Volatility Equity ETF 0.8 48 -8 4.3 -2.7
MFMO Motley Fool Momentum Factor ETF 0.8 50 -10 2.0 -5.1
GINX SGI Enhanced Global Income ETF 0.8 98 -58 6.7 -0.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.8 89 -49 8.1 +1.0
PTL Inspire 500 ETF 0.8 9 31 4.4 -2.7
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -9 4.8 -2.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 10 4.0 -3.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.8 40 0 6.9 -0.2
FVD First Trust Value Line Dividend Index Fund 0.8 65 -25 5.8 -1.3
IBUY Amplify Online Retail ETF 0.8 65 -25 2.3 -4.8
VT Vanguard Total World Stock ETF 0.8 6 34 5.0 -2.1
AVUS Avantis U.S. Equity ETF 0.8 15 25 4.7 -2.4
CANC Tema Oncology ETF 0.8 75 -35 -2.4 -9.5
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -19 4.5 -2.6
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.6 -2.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 -8 2.5 -4.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -7 7.7 +0.6
BLES Inspire Global Hope ETF 0.8 61 -21 5.7 -1.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.2 -2.9
ROE Astoria US Quality Kings ETF 0.8 49 -9 5.2 -1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -8 5.6 -1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -9 4.5 -2.6
TMFC Motley Fool 100 Index ETF 0.8 50 -10 3.0 -4.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 31 4.9 -2.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 5 7.2 +0.1
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -19 3.4 -3.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 21 0.3 -6.8
GK AdvisorShares Gerber Kawasaki ETF 0.7 75 -35 1.4 -5.7
GOP Unusual Whales Subversive Republican Trading ETF 0.7 50 -10 4.3 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 20 4.7 -2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -20 3.4 -3.7
SXQG ETC 6 Meridian Quality Growth ETF 0.7 100 -60 2.9 -4.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -19 4.3 -2.8
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.7 60 -20 6.9 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 22 4.3 -2.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 15 7.4 +0.3
ABFL Abacus FCF Leaders ETF 0.7 59 -19 3.7 -3.4
EQL Alps Equal Sector Weight ETF 0.7 25 15 5.1 -2.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 5 4.9 -2.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 8.5 +1.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -32 5.9 -1.2
FDVV Fidelity High Dividend ETF 0.6 15 25 6.6 -0.4
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 2 8.2 +1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 11 4.0 -3.1
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 5 3.3 -3.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 8 3.9 -3.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 25 4.5 -2.5
FDMO Fidelity Momentum Factor ETF 0.6 15 25 2.5 -4.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 5 6.2 -0.9
ASCE Allspring SMID Core ETF 0.6 38 2 2.9 -4.2
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -49 4.3 -2.8
MAGA Point Bridge America First ETF 0.6 72 -32 5.2 -1.9
QTUM Defiance Quantum ETF 0.6 40 0 3.5 -3.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.6 30 10 3.8 -3.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 28 5.6 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -35 3.1 -4.0
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 7.2 +0.2
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 25 5.7 -1.3
VOT Vanguard Mid-Cap Growth ETF 0.5 7 33 3.1 -4.0
SMCF Themes US Small Cap Cash Flow Champions ETF 0.5 29 11 9.9 +2.8
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 5 2.5 -4.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 3.7 -3.4
CGDG Capital Group Dividend Growers ETF 0.5 47 -7 5.2 -1.9
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.4 -3.7
IWC iShares Micro-Cap ETF 0.5 60 -20 -1.4 -8.5
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 8.0 +0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 4.4 -2.6
SKYY First Trust Cloud Computing ETF 0.4 60 -20 2.7 -4.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.4 60 -20 4.4 -2.7
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.4 -2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.4 6 34 3.3 -3.8
GEW Cambria Global EW ETF 0.4 29 11 5.4 -1.7
TEXN iShares Texas Equity ETF 0.4 20 20 4.9 -2.2
MGMT Ballast Small/Mid Cap ETF 0.4 110 -70 7.5 +0.4
AOTS AOT Software Platform ETF 0.4 49 -9 4.6 -2.5
GLOF iShares Global Equity Factor ETF 0.4 20 20 5.6 -1.5
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -12 3.7 -3.4
USCF Themes US Cash Flow Champions ETF 0.4 29 11 7.7 +0.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 0.8 -6.3
MILN Global X Millennial Consumer ETF 0.4 50 -10 4.2 -2.9
JEPI JPMorgan Equity Premium Income ETF 0.4 35 5 5.1 -1.9
CZAR Themes Natural Monopoly ETF 0.4 35 5 5.4 -1.6
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 3.1 -4.0
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 5 4.2 -2.9
PPTY US Diversified Real Estate ETF 0.3 53 -13 7.4 +0.3
AVUQ Avantis U.S. Quality ETF 0.3 15 25 3.6 -3.5
RNIN Bushido Capital US SMID Cap Equity ETF 0.3 70 -30 10.6 +3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 22 3.0 -4.1
MTUM iShares MSCI USA Momentum Factor ETF 0.3 15 25 2.3 -4.8
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.1 -5.0
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.3 30 10 13.7 +6.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 8.3 +1.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 9.1 +2.0
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 1 3.6 -3.5
VAMO Cambria Value & Momentum ETF 0.3 61 -21 5.3 -1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -2 4.0 -3.0
NULG Nuveen ESG Large-Cap Growth ETF 0.3 26 14 2.8 -4.3
QGRW WisdomTree U.S. Quality Growth Fund 0.2 28 12 2.8 -4.3
AOTG AOT Growth and Innovation ETF 0.2 75 -35 1.2 -5.9
MNZL Manzil Russell Halal USA Broad MarketETF 0.2 40 0 3.7 -3.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 19 2.9 -4.2
MFIG Motley Fool Innovative Growth Factor ETF 0.2 50 -10 2.7 -4.4
STXG Strive 1000 Growth ETF 0.2 18 22 3.2 -3.9
IVW iShares S&P 500 Growth ETF 0.2 18 22 2.9 -4.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 28 3.4 -3.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 3.0 -4.0
FBT First Trust NYSE Arca Biotechnology Index Fund 0.2 56 -16 2.5 -4.6
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 3.6 -3.5
QGRO American Century U.S. Quality Growth ETF 0.2 29 11 3.9 -3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 25 7.9 +0.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 22 7.9 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 30 8.0 +0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 3.9 -3.2
IWF iShares Russell 1000 Growth ETF 0.2 19 21 14.2 +7.1
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 15.7 +8.6
ARKK ARK Innovation ETF 0.2 75 -35 -3.0 -10.0
VONG Vanguard Russell 1000 Growth ETF 0.2 7 33 3.5 -3.6
VOOG Vanguard S&P 500 Growth ETF 0.2 7 33 18.4 +11.3
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -20 2.4 -4.7
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 28 4.9 -2.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.1 60 -20 5.1 -2.0
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -7.6
DIVN Horizon Dividend Income ETF 0.1 70 -30 6.6 -0.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.1 69 -29 -0.8 -7.8
TTAC FCF US Quality ETF 0.1 59 -19 5.6 -1.5
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 3.6 -3.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.1 37 3 5.4 -1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 30 3.6 -3.5
DAK Dakota Active Equity ETF 0.1 43 -3 3.7 -3.4
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 4 3.1 -4.0
ILCG iShares Morningstar Growth ETF 0.1 4 36 3.0 -4.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -3.6 -10.7
TINY ProShares Nanotechnology ETF 0.1 58 -18 1.3 -5.8
ISRA VanEck Israel ETF 0.1 59 -19 5.9 -1.2
DUHP Dimensional US High Profitability ETF 0.1 21 19 5.1 -1.9
VUG Vanguard Growth ETF 0.1 4 36 20.1 +13.1
XT iShares Exponential Technologies ETF 0.1 46 -6 3.8 -3.2
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.2 -1.8
WRND IQ Global Equity R&D Leaders ETF 0.1 18 22 4.0 -3.1
IQM Franklin Intelligent Machines ETF 0.1 50 -10 1.1 -6.0
IWY iShares Russell Top 200 Growth ETF 0.1 20 20 3.5 -3.6
SPMV Invesco S&P 500 Minimum Variance ETF 0.1 10 30 5.2 -1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 3.5 -3.5
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -7.1
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.8 -3.2
WSGE Warren Street Global Equity ETF 0.0 80 -40 2.9 -4.2
JGRO JPMorgan Active Growth ETF 0.0 44 -4 2.4 -4.7

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%.

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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:		 iShares U.S. Healthcare Providers ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.4 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.57 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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