iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 8.5% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 15.1x P/Sales
ratio		 0.4x
P/BV
ratio		 1.8x Div.
yield		 1.7%


  • 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) $678
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 21.1 %
CVS CAREMARK CORP 13.3 %
ELEVANCE HEALTH INC 8.9 %
HCA HOLDINGS INC 5.6 %
CIGNA CORPORATION 5.0 %
QUEST DIAGNOSTICS 4.0 %
LABCORP HOLDINGS 3.9 %
VEEVA SYSTEMS INC-CLASS A 3.8 %
TENET HEALTHCARE CORP 3.6 %
HUMANA INC 3.2 %
Total 72.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.8% -8.4% 0.6% 8.3% 8.9%

Market Correlations
versus... Beta R-squared
S&P500 0.37 9%
MSCI EAFE 0.44 9%
MSCI Emg. Mkts. 0.31 5%

Technical Indicators
Recent close $43.02
30d moving avg. $43.76
Annualized volatility 19.7%
Short interest (ETF) 0.6%
Short interest (Underlying) 2.5%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 325
Turnover 2.1%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 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™: 8.5%


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
(%)
RSPH Invesco S&P 500 Equal Weight Health Care ETF 19.3 40 0 7.6 -0.9
FXH First Trust Health Care AlphaDEX Fund 18.7 62 -22 4.9 -3.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 14.5 49 -9 5.3 -3.2
SPVU Invesco S&P 500 Enhanced Value ETF 14.4 13 27 8.9 +0.4
FHLC Fidelity MSCI Health Care Index ETF 13.7 8 32 5.5 -3.0
PINK Simplify Health Care ETF 13.3 50 -10 1.0 -7.5
HART IQ Healthy Hearts ETF 13.2 45 -5 5.7 -2.8
VHT Vanguard Health Care ETF 13.2 9 31 5.3 -3.2
XLV Health Care Select Sector SPDR 12.5 8 32 6.8 -1.7
IYH iShares U.S. Healthcare ETF 11.7 40 0 6.0 -2.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.6 60 -20 -1.7 -10.2
RPV Invesco S&P 500 Pure Value ETF 10.8 35 5 9.2 +0.6
RWL Invesco S&P 500 Revenue ETF 10.0 39 1 6.2 -2.3
BUL Pacer US Cash Cows Growth ETF 9.4 60 -20 3.5 -5.0
PKW Invesco Buyback Achievers ETF 9.4 62 -22 7.5 -1.0
IXJ iShares Global Healthcare ETF 8.8 42 -2 6.3 -2.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 8.7 65 -25 0.6 -7.9
DUSA Davis Select U.S. Equity ETF 8.5 61 -21 7.4 -1.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.3 60 -20 6.9 -1.7
FDHT Fidelity Digital Health ETF 8.2 39 1 1.7 -6.8
DBSC Deepwater Beachfront Small Cap ETF 7.8 85 -45 1.3 -7.2
QVAL Alpha Architect US Quantitative Value ETF 7.7 39 1 9.7 +1.2
SMRI Bushido Capital US Equity ETF 7.6 71 -31 8.5 -0.1
VFLO VictoryShares Free Cash Flow ETF 7.4 39 1 8.1 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 7.1 29 11 6.8 -1.8
CSTK Invesco Comstock Contrarian Equity ETF 6.9 35 5 6.3 -2.2
QLTY GMO U.S. Quality ETF 6.8 50 -10 4.3 -4.2
FLDZ RiverNorth Patriot ETF 6.7 75 -35 5.8 -2.7
MEDI Harbor Health Care ETF 6.7 80 -40 -1.4 -9.9
HEAL Global X HealthTech ETF 6.4 50 -10 -1.6 -10.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.3 65 -25 3.8 -4.7
FMED Fidelity Disruptive Medicine ETF 6.3 50 -10 -1.2 -9.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.2 60 -20 6.4 -2.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.2 39 1 9.9 +1.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 5.8 52 -12 5.3 -3.2
LYLD Cambria Large Cap Shareholder Yield ETF 5.8 59 -19 8.4 -0.1
WTV WisdomTree US Value Fund of Benef Interest 5.7 12 28 8.1 -0.4
MFVL Motley Fool Value Factor ETF 5.5 50 -10 5.8 -2.7
CTEF Castellan Targeted Equity ETF 5.5 45 -5 3.3 -5.2
SRHQ SRH U.S. Quality ETF 5.4 35 5 6.6 -1.9
GKAT Scharf Global Opportunity ETF 5.4 57 -17 6.0 -2.5
SAMM Strategas Macro Momentum ETF 5.4 66 -26 3.7 -4.8
ULVM VictoryShares US Value Momentum ETF 5.4 20 20 6.4 -2.1
YALL God Bless America ETF 5.4 65 -25 4.3 -4.2
ECML Euclidean Fundamental Value ETF 5.4 95 -55 9.1 +0.6
GDOC Goldman Sachs Future Health Care Equity ETF 5.3 75 -35 1.0 -7.6
PSC Principal U.S. Small-Cap ETF 5.3 38 2 4.0 -4.5
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 -25 6.0 -2.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.1 35 5 5.8 -2.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.1 20 20 5.7 -2.8
EQIN Columbia US Equity Income ETF 5.0 35 5 6.3 -2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.0 60 -20 4.4 -4.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 5.0 70 -30 4.2 -4.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 5.0 7 33 6.8 -1.7
OSCV Opus Small Cap Value ETF 5.0 79 -39 6.0 -2.6
FMKT The Free Markets ETF 4.9 76 -36 4.4 -4.1
FEGE First Eagle Global Equity ETF 4.8 79 -39 6.2 -2.3
IUS Invesco RAFI Strategic US ETF 4.8 19 21 6.1 -2.4
VFVA Vanguard U.S. Value Factor ETF 4.7 13 27 9.9 +1.4
FFOX FundX Future Fund Opportunities ETF 4.6 100 -60 2.6 -5.9
IWO iShares Russell 2000 Growth ETF 4.6 24 16 0.6 -7.9
PSCH Invesco S&P SmallCap Health Care ETF 4.5 29 11 2.6 -5.9
QUVU Hartford Quality Value ETF 4.5 46 -6 5.9 -2.6
TXS Texas Capital Texas Equity Index ETF 4.5 49 -9 5.2 -3.3
AVIE Avantis  Inflation Focused Equity ETF 4.5 25 15 6.1 -2.4
PWV Invesco Large Cap Value ETF 4.5 55 -15 6.5 -2.0
JAVA JPMorgan Active Value ETF 4.4 44 -4 5.8 -2.7
FESM Fidelity Enhanced Small Cap ETF 4.4 28 12 2.6 -5.9
VEGN US Vegan Climate ETF 4.4 60 -20 4.3 -4.2
RTH VanEck Retail ETF 4.2 35 5 4.7 -3.8
DSTL Distillate US Fundamental Stability & Value ETF 4.2 39 1 7.9 -0.6
ITAN Sparkline Intangible Value ETF 4.1 50 -10 6.5 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 4.0 25 15 6.6 -1.9
REVS Columbia Research Enhanced Value ETF 4.0 19 21 7.1 -1.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.0 29 11 7.3 -1.2
STXV Strive 1000 Value ETF 4.0 18 22 7.1 -1.4
HRTS Tema Heart & Health ETF 4.0 75 -35 2.9 -5.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.9 20 20 6.0 -2.5
SSPY Syntax Stratified LargeCap ETF 3.9 30 10 6.3 -2.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.1 -2.4
IYK iShares U.S. Consumer Staples ETF 3.9 40 0 6.0 -2.5
NUDV Nuveen ESG Dividend ETF 3.9 26 14 6.3 -2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.9 75 -35 6.5 -2.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.9 15 25 4.4 -4.1
IJK iShares S&P Mid-Cap 400 Growth ETF 3.8 17 23 4.3 -4.2
FNDB Schwab Fundamental US Broad Market Index ETF 3.8 25 15 6.6 -1.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.8 10 30 4.4 -4.1
LST Leuthold Select Industries ETF 3.8 91 -51 5.3 -3.2
JPSV JPMorgan Active Small Cap Value ETF 3.8 74 -34 8.0 -0.5
FTA First Trust Large Cap Value AlphaDEX Fund 3.8 59 -19 7.8 -0.7
CVAR Cultivar ETF 3.8 87 -47 7.1 -1.4
FTDS First Trust Dividend Strength ETF 3.8 70 -30 7.0 -1.5
DWLD Davis Select Worldwide ETF 3.8 63 -23 7.1 -1.5
SPGP Invesco S&P 500 GARP ETF 3.8 34 6 6.1 -2.4
DIA SPDR Dow Jones Industrial Average ETF 3.7 16 24 5.0 -3.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.7 55 -15 3.4 -5.1
ACSI American Customer Satisfaction ETF 3.7 65 -25 5.0 -3.5
JDOC JPMorgan Healthcare Leaders ETF 3.7 65 -25 3.6 -4.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.6 43 -3 5.3 -3.3
BGDV Bahl & Gaynor Dividend ETF 3.6 45 -5 4.2 -4.3
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -22 1.7 -6.9
DEUS Xtrackers Russell US Multifactor ETF 3.6 17 23 6.7 -1.8
CCFE Concourse Capital Focused Equity ETF 3.6 95 -55 2.9 -5.6
FYC First Trust Small Cap Growth AlphaDEX Fund 3.5 71 -31 -0.6 -9.1
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 30 0.7 -7.8
KAT Scharf ETF 3.5 87 -47 6.2 -2.3
DFLV Dimensional US Large Cap Value ETF 3.5 22 18 6.5 -2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 3.5 80 -40 5.9 -2.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.5 49 -9 7.7 -0.8
COWZ Pacer US Cash Cows 100 ETF 3.5 49 -9 7.7 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 3.5 34 6 6.1 -2.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.5 55 -15 9.5 +1.0
VALQ American Century U.S. Quality Value ETF 3.5 29 11 7.3 -1.2
DFUV Dimensional US Marketwide Value ETF 3.4 22 18 6.6 -2.0
FYX First Trust Small Cap Core AlphaDEX Fund 3.4 61 -21 5.9 -2.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 20 7.5 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.4 18 22 7.0 -1.5
SMOT VanEck Morningstar SMID Moat ETF 3.3 49 -9 6.8 -1.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 1 3.8 -4.7
IMCV iShares Morningstar Mid-Cap Value ETF 3.3 6 34 7.3 -1.2
DIVE Dana Concentrated Dividend ETF 3.2 65 -25 7.1 -1.4
ABIG Argent Large Cap ETF 3.2 49 -9 4.7 -3.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.2 20 20 4.4 -4.1
SPVM Invesco S&P 500 Value with Momentum ETF 3.2 39 1 6.6 -1.9
VLUE iShares MSCI USA Value Factor ETF 3.2 15 25 8.0 -0.5
GVLU Gotham 1000 Value ETF 3.2 50 -10 8.4 -0.1
SYLD Cambria Shareholder Yield ETF 3.2 59 -19 10.6 +2.1
JVAL JPMorgan U.S. Value Factor ETF 3.2 12 28 7.6 -1.0
MBOX Freedom Day Dividend ETF 3.2 39 1 7.2 -1.3
MFMO Motley Fool Momentum Factor ETF 3.2 50 -10 2.4 -6.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.2 25 15 8.3 -0.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.1 12 28 6.6 -1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.1 65 -25 5.0 -3.5
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 34 2.9 -5.6
RNIN Bushido Capital US SMID Cap Equity ETF 3.1 70 -30 11.1 +2.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.1 29 11 6.8 -1.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.1 48 -8 8.2 -0.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.0 39 1 4.1 -4.5
PRAY FIS Christian Stock Fund 3.0 69 -29 4.1 -4.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.0 68 -28 2.6 -5.9
DVGR DAC 3D Dividend Growth ETF 3.0 65 -25 5.0 -3.5
BLCV iShares Large Cap Value Active ETF 3.0 53 -13 6.8 -1.7
LFSC F/m Emerald Life Sciences Innovation ETF 3.0 79 -39 0.0 -8.5
MGV Vanguard Mega Cap Value ETF 3.0 7 33 5.7 -2.8
LGRO Level Four Large Cap Growth Active ETF 3.0 55 -15 4.1 -4.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.0 15 25 8.7 +0.1
RNSC Furst Trust Small Cap US Equity Select ETF 2.9 60 -20 4.7 -3.8
ROUS Hartford Multifactor US Equity ETF 2.9 19 21 5.7 -2.8
SNPV Xtrackers S&P 500 Value ESG ETF 2.9 15 25 5.8 -2.7
DVND Touchstone Dividend Select ETF 2.9 67 -27 5.6 -2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.9 24 16 7.4 -1.1
BEEX BeeHive ETF 2.9 84 -44 4.0 -4.5
HELX Franklin Genomic Advancements ETF 2.9 50 -10 -1.4 -9.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 2.9 20 20 6.4 -2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.9 50 -10 3.6 -4.9
RSSL Global X Russell 2000 ETF 2.9 8 32 3.0 -5.5
EDOW First Trust Dow 30 Equal Weight ETF 2.9 50 -10 4.9 -3.6
IWM iShares Russell 2000 ETF 2.8 19 21 2.9 -5.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.8 40 0 6.9 -1.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.8 60 -20 8.4 -0.1
LQPE PEO AlphaQuest Thematic PE ETF 2.8 125 -85 5.3 -3.2
SAMT Strategas Macro Thematic Opportunities ETF 2.8 65 -25 2.5 -6.0
FAB First Trust Multi Cap Value AlphaDEX Fund 2.8 67 -27 8.9 +0.4
PY Principal Value ETF 2.8 15 25 7.2 -1.3
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 25 7.0 -1.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.8 31 9 1.9 -6.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.8 35 5 4.8 -3.7
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -35 6.4 -2.1
MFIG Motley Fool Innovative Growth Factor ETF 2.7 50 -10 3.0 -5.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.7 70 -30 2.3 -6.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.7 15 25 6.4 -2.1
FPX First Trust US Equity Opportunities ETF 2.7 61 -21 1.0 -7.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.7 15 25 4.0 -4.5
OPTZ Optimize Strategy Index ETF 2.7 50 -10 4.1 -4.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 22 4.0 -4.5
FELV Fidelity Enhanced Large Cap Value ETF 2.7 18 22 6.1 -2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 36 5.9 -2.6
SURE AdvisorShares Insiders Advantage ETF 2.7 90 -50 8.4 -0.1
VTV Vanguard Value ETF 2.7 4 36 6.1 -2.4
IWX iShares Russell Top 200 Value ETF 2.7 20 20 5.4 -3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.7 15 25 7.2 -1.3
AGNG Global X Aging Population ETF 2.6 50 -10 4.2 -4.3
AFLG First Trust Active Factor Large Cap ETF 2.6 55 -15 5.4 -3.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 30 4.0 -4.6
FBCV Fidelity Blue Chip Value ETF 2.6 59 -19 6.1 -2.4
USMF WisdomTree U.S. Multifactor Fund 2.6 28 12 6.7 -1.9
LCF Touchstone US Large Cap Focused ETF 2.6 69 -29 4.0 -4.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.6 19 21 5.3 -3.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.6 49 -9 7.0 -1.5
DIVB iShares Core Dividend ETF 2.5 5 35 7.6 -0.9
XMMO Invesco S&P MidCap Momentum ETF 2.5 34 6 3.7 -4.9
DGRO iShares Core Dividend Growth ETF 2.5 8 32 5.8 -2.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 5.3 -3.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.5 15 25 5.4 -3.1
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 20 6.2 -2.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 -10 8.9 +0.4
KNO AXS Knowledge Leaders ETF 2.5 78 -38 4.7 -3.9
AFMC First Trust Active Factor Mid Cap ETF 2.5 65 -25 7.5 -1.0
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 15 6.1 -2.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.5 58 -18 4.9 -3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.5 12 28 5.8 -2.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.5 80 -40 6.9 -1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.5 52 -12 5.0 -3.5
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 22 6.3 -2.2
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -66 10.5 +2.0
SCHM Schwab U.S. Mid-Cap ETF 2.5 4 36 6.3 -2.2
BGIG Bahl & Gaynor Income Growth ETF 2.5 45 -5 4.7 -3.8
VFMF Vanguard U.S. Multifactor ETF 2.5 18 22 7.0 -1.5
FVAL Fidelity Value Factor ETF 2.5 15 25 6.4 -2.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.5 28 12 5.2 -3.3
WLDR Affinity World Leaders Equity ETF 2.4 67 -27 6.6 -1.9
FSCS First Trust SMID Capital Strength ETF 2.4 60 -20 7.0 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 -19 5.3 -3.2
VTWO Vanguard Russell 2000 ETF 2.4 7 33 3.1 -5.5
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 28 6.3 -2.2
JPEF JPMorgan Equity Focus ETF 2.4 50 -10 4.1 -4.4
FSGS First Trust SMID Growth Strength ETF 2.4 60 -20 5.0 -3.5
STXM Strive Mid-Cap ETF 2.4 18 22 5.7 -2.8
NUSC Nuveen ESG Small-Cap ETF 2.4 31 9 5.3 -3.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.4 15 25 3.3 -5.2
ARKG ARK Genomic Revolution ETF 2.4 75 -35 -1.8 -10.3
GSPY Gotham Enhanced 500 ETF 2.4 50 -10 4.8 -3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 33 5.7 -2.8
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -20 5.3 -3.2
VYM Vanguard High Dividend Yield Index ETF 2.4 6 34 6.3 -2.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.3 35 5 6.8 -1.7
ALIL Argent Focused Small Cap ETF 2.3 74 -34 6.1 -2.4
THRO iShares U.S. Thematic Rotation Active ETF 2.3 90 -50 3.5 -5.0
GNOM Global X Genomics & Biotechnology ETF 2.3 50 -10 -2.9 -11.4
ROSC Hartford Multifactor Small Cap ETF 2.3 34 6 7.6 -0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.3 9 31 4.1 -4.4
TMAT Main Thematic Innovation ETF 2.3 164 -124 -2.0 -10.5
BMED Future Health ETF 2.3 85 -45 1.2 -7.3
WCEO Hypatia Women CEO ETF 2.3 85 -45 5.1 -3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.3 39 1 2.5 -6.0
VBK Vanguard Small-Cap Growth ETF 2.3 7 33 1.4 -7.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.3 18 22 5.3 -3.3
COPY Tweedy, Browne Insider + Value ETF 2.3 80 -40 15.6 +7.1
FMDE Fidelity Enhanced Mid Cap ETF 2.3 23 17 5.7 -2.8
VONV Vanguard Russell 1000 Value ETF 2.3 7 33 5.9 -2.6
IWD iShares Russell 1000 Value ETF 2.3 19 21 5.8 -2.7
LRGC AB US Large Cap Strategic Equities ETF 2.3 48 -8 4.2 -4.4
MDY SPDR S&P Midcap 400 ETF Trust 2.2 23 17 6.2 -2.3
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 5.7 -2.8
ILCV iShares Morningstar Value ETF 2.2 4 36 5.6 -2.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 5.5 -3.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 5.4 -3.1
VOOV Vanguard S&P 500 Value ETF 2.2 7 33 5.9 -2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.2 29 11 6.0 -2.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 15 6.9 -1.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.9 -2.6
IVE iShares S&P 500 Value ETF 2.2 18 22 5.8 -2.7
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.7 -2.9
EVUS iShares ESG Aware MSCI USA Value ETF 2.2 18 22 5.9 -2.6
ISCB iShares Morningstar Small-Cap ETF 2.2 4 36 5.7 -2.8
AKAF The Frontier Economic Fund 2.2 20 20 5.2 -3.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.2 15 25 4.6 -3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 31 5.5 -3.0
SFYF SoFi Social 50 ETF 2.2 29 11 0.9 -7.6
TAX Cambria Tax Aware ETF 2.2 49 -9 4.5 -4.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.2 15 25 5.2 -3.3
FDMO Fidelity Momentum Factor ETF 2.2 15 25 2.7 -5.8
COWS Amplify Cash Flow Dividend Leaders ETF 2.1 0 40 7.7 -0.8
BUZZ VanEck Social Sentiment ETF 2.1 75 -35 -0.7 -9.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.1 60 -20 7.2 -1.3
PRXV Praxis Impact Large Cap Value ETF 2.1 36 4 5.9 -2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 10 7.6 -0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 37 6.5 -2.1
IJH iShares Core S&P Mid-Cap ETF 2.1 5 35 6.4 -2.1
RNMC First Trust Mid Cap US Equity Select ETF 2.1 60 -20 6.7 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 7 33 6.4 -2.1
SVAL iShares US Small Cap Value Factor ETF 2.1 20 20 7.9 -0.7
IUSV iShares Core S&P US Value ETF 2.1 4 36 6.1 -2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 2.1 28 12 5.7 -2.8
TMFX Motley Fool Next Index ETF 2.1 50 -10 3.2 -5.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 37 6.9 -1.6
IJR iShares Core S&P Small Cap ETF 2.0 6 34 6.8 -1.7
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.8 -2.7
VXF Vanguard Extended Market ETF 2.0 5 35 4.1 -4.4
SCHA Schwab U.S. Small-Cap ETF 2.0 4 36 4.8 -3.7
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -5 2.8 -5.8
SMOX Horizon Small/Mid Cap Core Equity ETF 2.0 75 -35 5.6 -2.9
DFAS Dimensional U.S. Small Cap ETF 2.0 26 14 5.9 -2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 10 3.1 -5.4
VB Vanguard Small-Cap ETF 2.0 5 35 5.6 -2.9
ZECP Zacks Earnings Consistent Portfolio ETF 2.0 55 -15 4.3 -4.2
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 33 6.7 -1.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 28 6.7 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 25 5.3 -3.2
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 5.8 -2.7
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 13 8.1 -0.4
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 36 5.6 -2.9
SPIT F/m Emerald Special Situations ETF 2.0 105 -65 -0.7 -9.2
TBG TBG Dividend Focus ETF 2.0 59 -19 6.5 -2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -24 1.4 -7.1
XOEF iShares S&P 500 ex S&P 100 ETF 2.0 20 20 5.0 -3.6
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 27 1.9 -6.6
FDL First Trust Morningstar Dividend Leaders Index Fund 1.9 45 -5 8.8 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 16 6.4 -2.1
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 25 6.2 -2.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 1 1.2 -7.3
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 5.0 -3.5
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 12 5.9 -2.6
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 -20 4.7 -3.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.9 39 1 8.1 -0.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.9 15 25 6.7 -1.8
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.8 -3.7
QLV FlexShares US Quality Low Volatility Index Fund 1.9 22 18 5.1 -3.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 5 6.4 -2.2
SIZE iShares MSCI USA Size Factor ETF 1.9 15 25 5.8 -2.7
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 1 8.3 -0.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 2 4.2 -4.3
INCE Franklin Income Equity Focus ETF 1.9 29 11 5.4 -3.1
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 3.9 -4.6
USRD Themes US R&D Champions ETF 1.8 29 11 4.5 -4.0
FDLS Inspire Fidelis Multi Factor ETF 1.8 76 -36 3.5 -5.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 20 6.3 -2.2
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 20 7.9 -0.6
VBR Vanguard Small Cap Value ETF 1.8 7 33 8.3 -0.2
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 4 8.6 +0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.8 60 -20 6.6 -1.9
GLRY Inspire Faithward Mid Cap Momentum ETF 1.8 80 -40 4.0 -4.5
ISMD Inspire Small/Mid Cap ETF 1.8 54 -14 5.7 -2.8
BFOR ALPS Barron's 400 ETF 1.8 65 -25 5.2 -3.3
EBI Longview Advantage ETF 1.8 35 5 6.3 -2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 5 4.7 -3.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.8 19 21 5.2 -3.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -35 5.1 -3.4
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 11 11.1 +2.6
PFM Invesco Dividend Achievers ETF 1.7 53 -13 4.9 -3.6
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 6.4 -2.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.7 5 35 7.9 -0.6
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 22 5.0 -3.5
VIG Vanguard Dividend Appreciation ETF 1.7 5 35 5.2 -3.3
EPS WisdomTree U.S. LargeCap Fund 1.7 8 32 5.2 -3.4
CGGR Capital Group Growth ETF 1.7 39 1 2.8 -5.7
EZM WisdomTree U.S. MidCap Fund 1.7 38 2 8.5 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 15 6.6 -1.9
TPHD Timothy Plan High Dividend Stock ETF 1.7 52 -12 6.0 -2.5
SAGP Strategas Global Policy Opportunities ETF 1.7 65 -25 4.8 -3.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -7 5.0 -3.5
AIEQ AI Powered Equity ETF 1.7 75 -35 4.1 -4.5
XITK State Street SPDR FactSet Innovative Technology ETF 1.7 45 -5 0.2 -8.3
XDAT Franklin Exponential Data ETF 1.6 50 -10 1.4 -7.2
MODL VictoryShares WestEnd U.S. Sector ETF 1.6 42 -2 4.4 -4.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 20 4.9 -3.6
DHS WisdomTree U.S. High Dividend Fund 1.6 38 2 8.3 -0.3
STXD Strive 1000 Dividend Growth ETF 1.6 35 5 4.7 -3.9
JHML John Hancock Multifactor Large Cap ETF 1.6 29 11 4.8 -3.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 1 7.6 -1.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.6 49 -9 4.3 -4.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 25 4.7 -3.8
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -12 6.9 -1.6
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.6 -3.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 15 5.3 -3.2
STXK Strive Small-Cap ETF 1.6 18 22 5.5 -3.0
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 30 4.7 -3.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -20 -0.9 -9.4
EQRR ProShares Equities for Rising Rates ETF 1.6 35 5 6.3 -2.2
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.5 75 -35 2.3 -6.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 11 4.4 -4.1
DSPY Tema S&P 500 Historical Weight ETF 1.5 18 22 4.8 -3.7
QLC FlexShares US Quality Large Cap Index Fund 1.5 25 15 4.9 -3.6
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 36 6.0 -2.5
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.4 -4.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.5 35 5 7.1 -1.4
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -33 10.4 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.5 25 15 5.9 -2.7
SPXN ProShares S&P 500 Ex-Financials ETF 1.5 9 31 4.4 -4.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 5.0 -3.5
FDWM Fidelity Women's Leadership ETF 1.5 59 -19 3.7 -4.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 6.5 -2.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.5 20 20 9.0 +0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.7 -3.8
CGGO Capital Group Global Growth Equity ETF 1.5 47 -7 4.6 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 10 5.3 -3.2
TOLL Tema Durable Quality ETF 1.5 75 -35 4.3 -4.2
DXUV Dimensional US Vector Equity ETF 1.5 28 12 5.6 -2.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 8.6 +0.1
EES WisdomTree U.S. SmallCap Fund 1.5 38 2 8.4 -0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 31 4.7 -3.8
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 4.7 -3.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.5 14 26 4.5 -4.0
VUSV Vanguard Wellington U.S. Value Active ETF 1.4 30 10 6.0 -2.5
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -9 5.2 -3.4
PBUS Invesco MSCI USA ETF 1.4 4 36 4.6 -3.9
WSML iShares MSCI World Small-Cap ETF 1.4 15 25 5.7 -2.8
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 12 9.1 +0.6
IWS iShares Russell Mid-Cap Value ETF 1.4 23 17 6.4 -2.1
BLCR iShares Large Cap Core Active ETF 1.4 36 4 3.2 -5.3
ENHU iShares Enhanced Large Cap Core Active ETF 1.4 22 18 4.5 -4.0
HYP Golden Eagle Dynamic Hypergrowth ETF 1.4 85 -45 -0.8 -9.3
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.3 -6.2
DVY iShares Select Dividend ETF 1.4 38 2 8.2 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 1.4 100 -60 3.0 -5.5
SFTY Horizon Managed Risk ETF 1.4 77 -37 3.8 -4.7
STOX Horizon Core Equity ETF 1.4 70 -30 3.9 -4.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 10 30 9.7 +1.2
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 22 9.6 +1.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.4 15 25 9.7 +1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 30 4.7 -3.8
DFVX Dimensional US Large Cap Vector ETF 1.4 22 18 5.6 -2.9
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 4.4 -4.1
IWR iShares Russell Midcap ETF 1.4 19 21 5.7 -2.8
ANEW ProShares MSCI Transformational Changes ETF 1.4 45 -5 4.8 -3.7
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 15 5.0 -3.5
DFAU Dimensional US Core Equity Market ETF 1.4 12 28 4.7 -3.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 2 7.0 -1.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 5 7.0 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.3 12 28 3.8 -4.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 29 4.5 -4.0
XVV iShares ESG Screened S&P 500 ETF 1.3 8 32 4.5 -4.0
VOE Vanguard Mid-Cap Value ETF 1.3 7 33 7.0 -1.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.3 9 31 4.4 -4.1
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.5 -4.0
NULC Nuveen ESG Large-Cap ETF 1.3 21 19 4.3 -4.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 33 4.5 -4.0
IWV iShares Russell 3000 ETF 1.3 20 20 4.4 -4.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.5 -4.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.3 60 -20 6.0 -2.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 8.0 -0.5
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.5 -4.0
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 34 8.2 -0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.3 70 -30 9.9 +1.4
FDN First Trust Dow Jones Internet Index Fund 1.3 52 -12 3.0 -5.5
SUSA iShares MSCI USA ESG Select ETF 1.3 25 15 4.4 -4.1
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.6 -3.9
FDND FT Vest Dow Jones Internet & Target Income ETF 1.3 75 -35 2.8 -5.7
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.4 -4.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.5 -4.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 36 5.6 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.6 -3.9
JGRW Jensen Quality Growth ETF 1.3 57 -17 4.3 -4.2
TMFC Motley Fool 100 Index ETF 1.3 50 -10 3.3 -5.2
RAUS RACWI US ETF 1.3 15 25 4.5 -4.0
SCHK Schwab 1000 Index ETF 1.3 5 35 4.6 -3.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 40 4.5 -4.0
VOTE TCW Transform 500 ETF 1.3 5 35 4.5 -4.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 4.0 -4.5
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -8 3.9 -4.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.7 -3.8
APUE ActivePassive U.S. Equity ETF 1.2 45 -5 4.3 -4.2
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.7 -3.8
AVMV Avantis U.S. Mid Cap Value ETF 1.2 20 20 7.5 -1.0
SFGV Sequoia Global Value ETF 1.2 23 17 7.4 -1.1
DFUS Dimensional U.S. Equity ETF 1.2 9 31 4.4 -4.1
MGC Vanguard Mega Cap ETF 1.2 7 33 4.3 -4.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 3.3 -5.2
SCHX Schwab U.S. Large-Cap ETF 1.2 3 37 4.6 -3.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 20 4.4 -4.1
DCOR Dimensional US Core Equity 1 ETF 1.2 14 26 4.9 -3.6
LGCF Themes US Cash Flow Champions ETF 1.2 30 10 7.4 -1.1
VONE Vanguard Russell 1000 ETF 1.2 7 33 4.6 -3.9
IWB iShares Russell 1000 ETF 1.2 15 25 4.5 -4.0
STRV Strive 500 ETF 1.2 5 35 4.5 -4.0
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 17 3.0 -5.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.3 -4.2
QGRO American Century U.S. Quality Growth ETF 1.2 29 11 4.1 -4.4
VV Vanguard Large-Cap ETF 1.2 4 36 4.5 -4.0
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 37 4.5 -4.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 36 3.6 -4.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.2 30 10 4.4 -4.1
VOO Vanguard S&P 500 ETF 1.2 3 37 4.6 -3.9
DFSV Dimensional US Small Cap Value ETF 1.2 31 9 9.3 +0.8
FINX Global X FinTech ETF 1.2 68 -28 3.2 -5.3
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -45 2.2 -6.3
TMFS Motley Fool Small-Cap Growth ETF 1.2 85 -45 1.3 -7.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 38 4.6 -3.9
SPY SPDR S&P 500 ETF 1.2 9 31 4.5 -4.0
IVV iShares Core S&P 500 ETF 1.2 3 37 4.6 -3.9
GXLC Global X U.S. 500 ETF 1.2 2 38 4.4 -4.1
IWL iShares Russell Top 200 ETF 1.2 15 25 4.2 -4.3
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -2 3.9 -4.6
GURU Global X Guru Index ETF 1.2 75 -35 2.6 -5.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 15 4.5 -4.0
BIBL Inspire 100 ETF 1.2 35 5 4.6 -3.9
NIXT Research Affiliates Deletions ETF 1.2 9 31 7.2 -1.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 33 10.4 +1.9
ROE Astoria US Quality Kings ETF 1.1 49 -9 5.9 -2.6
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 1 7.8 -0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -55 -0.5 -9.0
LRGF iShares U.S. Equity Factor ETF 1.1 8 32 5.0 -3.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 20 5.7 -2.8
ESGU iShares ESG Aware MSCI USA ETF 1.1 15 25 4.5 -4.0
DGT State Street SPDR Global Dow ETF 1.1 50 -10 6.0 -2.5
WCLD WisdomTree Cloud Computing Fund 1.1 45 -5 1.6 -6.9
DSI iShares MSCI KLD 400 Social ETF 1.1 25 15 4.6 -3.9
RVRB Reverb ETF 1.1 30 10 4.3 -4.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.1 7 33 4.7 -3.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.1 15 25 6.2 -2.3
FFF Founders 100 ETF 1.1 75 -35 2.9 -5.7
FLV American Century Focused Large Cap Value ETF 1.1 42 -2 6.2 -2.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 54 -14 5.8 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.1 31 9 5.9 -2.6
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 22 4.8 -3.7
VO Vanguard Mid-Cap ETF 1.1 4 36 5.5 -3.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.1 12 28 3.6 -4.9
CGDG Capital Group Dividend Growers ETF 1.1 47 -7 5.3 -3.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 -7 8.2 -0.3
TCV Towle Value ETF 1.1 85 -45 10.5 +2.0
NULG Nuveen ESG Large-Cap Growth ETF 1.1 26 14 3.2 -5.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.1 35 5 5.2 -3.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 30 4.6 -3.9
FDLO Fidelity Low Volatility Factor ETF 1.1 15 25 5.0 -3.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 10 4.1 -4.4
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 4.6 -3.9
VDIG Vanguard Wellington Dividend Growth Active ETF 1.0 40 0 4.7 -3.8
CGV Conductor Global Equity Value ETF 1.0 130 -90 7.7 -0.8
IWN iShares Russell 2000 Value ETF 1.0 24 16 5.2 -3.3
VTWV Vanguard Russell 2000 Value ETF 1.0 10 30 5.3 -3.2
CHGX AXS Change Finance ESG ETF 1.0 49 -9 5.0 -3.5
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -39 3.7 -4.9
KONG Formidable Fortress ETF 1.0 89 -49 5.4 -3.1
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 4.7 -3.8
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 25 5.5 -3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 -30 4.7 -3.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.0 8 32 4.7 -3.8
SFY SoFi Select 500 ETF 1.0 0 40 4.2 -4.4
RJDI RJ Eagle GCM Dividend Select Income ETF 1.0 55 -15 4.7 -3.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.7 -3.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 25 4.9 -3.6
JGLO JPMorgan Global Select Equity ETF 1.0 33 7 4.5 -4.0
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 5 3.8 -4.7
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 30 4.3 -4.2
PTL Inspire 500 ETF 1.0 9 31 4.8 -3.8
CHRI Global X S&P 500 Christian Values ETF 1.0 29 11 4.3 -4.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -35 3.5 -5.0
KRMA Global X Conscious Companies ETF 1.0 43 -3 5.7 -2.9
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -35 4.4 -4.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 40 0 7.2 -1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 15 4.9 -3.7
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 15 5.0 -3.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -20 3.7 -4.8
SGLC SGI U.S. Large Cap Core ETF 0.9 85 -45 4.1 -4.4
QUAL iShares MSCI USA Quality Factor ETF 0.9 15 25 4.7 -3.8
XLG Invesco S&P 500 Top 50 ETF 0.9 20 20 3.9 -4.6
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.9 12 28 7.2 -1.3
IBUY Amplify Online Retail ETF 0.9 65 -25 2.4 -6.1
THNR Amplify Weight Loss Drug & Treatment ETF 0.9 59 -19 5.7 -2.8
TOK iShares MSCI Kokusai ETF 0.9 26 14 4.6 -3.9
USMV iShares MSCI USA Min Vol Factor ETF 0.9 15 25 5.3 -3.2
IPO Renaissance IPO ETF 0.9 60 -20 2.1 -6.4
SGRT SMART Earnings Growth 30 ETF 0.9 59 -19 2.9 -5.6
NULV Nuveen ESG Large-Cap Value ETF 0.9 26 14 5.5 -3.0
DTEC ALPS Disruptive Technologies ETF 0.9 50 -10 4.0 -4.5
AQLT iShares MSCI Global Quality Factor ETF 0.9 18 22 0.0 -8.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 3.3 -5.2
OEF iShares S&P 100 ETF 0.9 20 20 4.2 -4.3
CGUS Capital Group Core Equity ETF 0.9 33 7 3.9 -4.6
HDUS Hartford Disciplined US Equity ETF 0.9 19 21 5.1 -3.4
XSHQ Invesco S&P SmallCap Quality ETF 0.9 29 11 7.2 -1.3
URTH iShares MSCI World ETF 0.9 24 16 4.7 -3.8
FFND Future Fund Active ETF 0.9 100 -60 4.7 -3.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 31 4.7 -3.8
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 30 5.4 -3.1
ACVF American Conservative Values ETF 0.9 75 -35 4.0 -4.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -20 4.9 -3.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.8 35 5 7.9 -0.6
FVD First Trust Value Line Dividend Index Fund 0.8 65 -25 5.7 -2.8
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -19 3.3 -5.2
JSTC Adasina Social Justice All Cap Global ETF 0.8 89 -49 4.8 -3.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -9 4.9 -3.6
FLRG Fidelity U.S. Multifactor ETF 0.8 15 25 6.2 -2.3
AVUS Avantis U.S. Equity ETF 0.8 15 25 5.1 -3.4
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -19 5.0 -3.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.8 59 -19 9.7 +1.2
OEI Optimized Equity Income ETF 0.8 75 -35 3.6 -4.9
FDVV Fidelity High Dividend ETF 0.8 15 25 7.1 -1.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 2 8.5 -0.0
SMMD iShares Russell 2500 ETF 0.8 15 25 6.0 -2.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 -8 2.7 -5.8
VT Vanguard Total World Stock ETF 0.8 6 34 5.4 -3.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 15 7.7 -0.8
VFQY Vanguard U.S. Quality Factor ETF 0.8 13 27 5.9 -2.7
QTUM Defiance Quantum ETF 0.8 40 0 4.9 -3.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.4 -4.1
LOWV AB US Low Volatility Equity ETF 0.8 48 -8 4.5 -4.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 21 0.3 -8.2
ACWI iShares MSCI ACWI ETF 0.8 32 8 5.1 -3.5
GINX SGI Enhanced Global Income ETF 0.8 98 -58 7.0 -1.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 28 3.9 -4.6
MAGA Point Bridge America First ETF 0.7 72 -32 5.2 -3.3
VOT Vanguard Mid-Cap Growth ETF 0.7 7 33 3.3 -5.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 20 5.1 -3.4
ABFL Abacus FCF Leaders ETF 0.7 59 -19 4.1 -4.4
CANC Tema Oncology ETF 0.7 75 -35 -2.4 -10.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.7 9 31 5.2 -3.3
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 2 8.4 -0.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -19 4.9 -3.6
RDVY First Trust Rising Dividend Achievers ETF 0.7 50 -10 5.5 -3.1
USEW Cambria US EW ETF 0.7 30 10 4.4 -4.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 8.9 +0.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -32 6.2 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.6 29 11 4.3 -4.2
JEPI JPMorgan Equity Premium Income ETF 0.6 35 5 4.9 -3.6
BLES Inspire Global Hope ETF 0.6 61 -21 6.1 -2.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 28 5.5 -3.0
SIXS ETC 6 Meridian Small Cap Equity ETF 0.6 89 -49 8.2 -0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.6 56 -16 7.4 -1.1
JOET Virtus Terranova US Quality Momentum ETF 0.6 29 11 4.1 -4.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.6 48 -8 5.7 -2.8
CGDV Capital Group Dividend Value ETF 0.6 33 7 4.2 -4.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -20 5.0 -3.5
BUYZ Franklin Disruptive Commerce ETF 0.6 50 -10 2.5 -6.1
FCPI Fidelity Stocks for Inflation ETF 0.6 15 25 6.1 -2.4
IWC iShares Micro-Cap ETF 0.6 60 -20 -1.5 -10.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -20 10.1 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 0.6 80 -40 3.9 -4.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 -9 8.5 +0.0
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 -10 4.7 -3.8
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.4 -1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 8 4.3 -4.2
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 34 3.7 -4.8
SKYY First Trust Cloud Computing ETF 0.5 60 -20 3.4 -5.1
MTUM iShares MSCI USA Momentum Factor ETF 0.5 15 25 2.8 -5.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.5 35 5 6.5 -2.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 4.2 -4.3
GLOF iShares Global Equity Factor ETF 0.5 20 20 6.0 -2.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.5 60 -20 7.1 -1.5
TEXN iShares Texas Equity ETF 0.5 20 20 5.3 -3.2
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 5 3.0 -5.5
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.8 -4.7
ETHO Etho Climate Leadership U.S. ETF 0.5 47 -7 4.7 -3.8
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 3.5 -5.0
GINN Goldman Sachs Innovate Equity ETF 0.5 52 -12 4.1 -4.4
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 25 6.2 -2.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 0.9 -7.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -39 4.5 -4.0
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 11 10.3 +1.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -19 2.0 -6.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 28 4.8 -3.7
GEW Cambria Global EW ETF 0.4 29 11 5.7 -2.8
USCF Themes US Cash Flow Champions ETF 0.4 29 11 7.8 -0.7
CZAR Themes Natural Monopoly ETF 0.4 35 5 5.5 -3.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 22 3.4 -5.1
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 5 4.4 -4.1
MILN Global X Millennial Consumer ETF 0.4 50 -10 4.2 -4.3
PPTY US Diversified Real Estate ETF 0.4 53 -13 8.0 -0.5
AOTS AOT Software Platform ETF 0.3 49 -9 4.9 -3.7
QGRW WisdomTree U.S. Quality Growth Fund 0.3 28 12 3.2 -5.3
VFMV Vanguard U.S. Minimum Volatility ETF 0.3 13 27 5.8 -2.7
AOTG AOT Growth and Innovation ETF 0.3 75 -35 1.6 -6.9
JHDV John Hancock U.S. High Dividend ETF 0.3 34 6 6.6 -1.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.3 30 10 14.1 +5.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 8.9 +0.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 9.4 +0.9
JQUA JPMorgan U.S. Quality Factor ETF 0.3 12 28 5.4 -3.1
ARKK ARK Innovation ETF 0.3 75 -35 -3.2 -11.7
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 1 3.9 -4.6
VAMO Cambria Value & Momentum ETF 0.3 61 -21 5.1 -3.4
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -15 11.3 +2.8
VOOG Vanguard S&P 500 Growth ETF 0.3 7 33 3.4 -5.1
IVW iShares S&P 500 Growth ETF 0.3 18 22 3.3 -5.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 36 3.4 -5.1
MNZL Manzil Russell Halal USA Broad MarketETF 0.3 40 0 4.3 -4.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.3 -5.3
STXG Strive 1000 Growth ETF 0.3 18 22 3.6 -5.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.3 14 26 4.3 -4.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.3 12 28 3.7 -4.8
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 8.4 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 4.5 -4.0
IWF iShares Russell 1000 Growth ETF 0.2 19 21 3.7 -4.8
VONG Vanguard Russell 1000 Growth ETF 0.2 7 33 3.9 -4.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.2 60 -20 5.4 -3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 25 8.3 -0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 22 8.3 -0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 30 8.4 -0.1
FBT First Trust NYSE Arca Biotechnology Index Fund 0.2 56 -16 2.7 -5.8
AVUQ Avantis U.S. Quality ETF 0.2 15 25 3.9 -4.6
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 16.6 +8.1
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 4.5 -4.0
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -19 2.5 -6.0
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -20 3.7 -4.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 30 4.0 -4.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.1 37 3 5.7 -2.8
JGRO JPMorgan Active Growth ETF 0.1 44 -4 2.6 -5.9
DIVN Horizon Dividend Income ETF 0.1 70 -30 6.6 -1.9
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -9.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 10 4.1 -4.4
ILCG iShares Morningstar Growth ETF 0.1 4 36 3.4 -5.1
TTAC FCF US Quality ETF 0.1 59 -19 5.4 -3.1
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.1 69 -29 -0.8 -9.3
WDNA WisdomTree BioRevolution Fund 0.1 45 -5 -2.3 -10.8
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 4 3.5 -5.1
DAK Dakota Active Equity ETF 0.1 43 -3 4.0 -4.5
DUHP Dimensional US High Profitability ETF 0.1 21 19 5.4 -3.1
IWY iShares Russell Top 200 Growth ETF 0.1 20 20 3.9 -4.6
VUG Vanguard Growth ETF 0.1 4 36 3.7 -4.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -4.3 -12.8
TINY ProShares Nanotechnology ETF 0.1 58 -18 1.8 -6.7
ISRA VanEck Israel ETF 0.1 59 -19 6.1 -2.4
WRND IQ Global Equity R&D Leaders ETF 0.1 18 22 4.4 -4.1
CLOU Global X Cloud Computing ETF 0.1 68 -28 3.0 -5.5
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 4.1 -4.4
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 4 4.4 -4.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 4.0 -4.5
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.0 -3.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.1 10 30 5.1 -3.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.1 10 30 4.1 -4.5
XT iShares Exponential Technologies ETF 0.1 46 -6 4.4 -4.1
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -8.5
ARB AltShares Merger Arbitrage ETF 0.1 77 -37 2.6 -5.9
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.9 -4.6
WSGE Warren Street Global Equity ETF 0.0 80 -40 3.1 -5.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 22 3.6 -4.9

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:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.4 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.5 %
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.