VictoryShares THB Mid Cap ESG ETF
ALTAR
Score™		 4.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 24.6x P/Sales
ratio		 3.0x
P/BV
ratio		 3.9x Div.
yield		 0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
MDCP is an actively managed ETF that provides exposure to high-quality midcap US stocks with positive ESG ratings.

FUND BASICS
Category US Equities
Fund Sponsor Crestview
Website investor.vcm.com/products/victoryshares-etfs/victoryshares-etfs-list/victoryshares-thb-mid-cap-esg-etf
Inception date Oct 05, 2021
Assets (mns) $2
Currency USD
Expense ratio 55 bp
Distributions Annually

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 29
Wgt avg mkt cap (mns) $22,376
Large cap (>$10bn) 83.4%
Mid cap ($2-10bn) 16.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CASEY'S GENERAL STORES INC 7.1 %
EMCOR GROUP INC 6.2 %
WABTEC CORP 5.6 %
CURTISS-WRIGHT CORP 5.3 %
TELEDYNE TECHNOLOGIES INC 4.9 %
NEWMARKET CORP 4.7 %
CF INDUSTRIES HOLDINGS INC 4.2 %
CBOE HOLDINGS INC 4.2 %
HEICO CORP 4.0 %
DR HORTON INC 3.8 %
Total 50.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-- -- -- -- 0.0%

Market Correlations
versus... Beta R-squared
S&P500 -- --
MSCI EAFE -- --
MSCI Emg. Mkts. -- --

Technical Indicators
Recent close $26.83
30d moving avg. $27.03
Annualized volatility 16.9%
Short interest (ETF) 0.1%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 0
Turnover 0.0%
Bid/Ask (% of price) 0.20%
ADV underlying (mns) $2,409

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 708 potential alternatives to the VictoryShares THB Mid Cap ESG ETF ETF based on the alternatives' overlap in portfolio holdings with MDCP. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: MDCP Expense: 55 bp ALTAR Score™: 4.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH MDCP
Ticker Fund
Name		 Overlap1
vs MDCP
(%)		 Expense
ratio
(bp)		 Savings
vs MDCP
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs MDCP
(%)
RUNN Running Oak Efficient Growth ETF 14.5 58 -3 4.6 -0.3
CWS AdvisorShares Focused Equity ETF 12.4 84 -29 4.6 -0.3
HWAY Themes US Infrastructure ETF 12.0 29 26 4.6 -0.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 10.9 49 6 6.1 +1.2
PKB Invesco Building & Construction ETF 10.7 62 -7 3.6 -1.3
KONG Formidable Fortress ETF 10.5 89 -34 5.0 +0.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 10.1 65 -10 5.0 +0.2
POWA Invesco Bloomberg Pricing Power ETF 9.7 40 15 5.6 +0.7
TMFM Motley Fool Mid-Cap Growth ETF 9.1 85 -30 1.9 -3.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 9.0 40 15 5.1 +0.2
XMHQ Invesco S&P MidCap Quality ETF 8.8 25 30 5.7 +0.8
RNMC First Trust Mid Cap US Equity Select ETF 8.4 60 -5 6.6 +1.7
FXZ First Trust Materials AlphaDEX Fund 8.3 61 -6 6.8 +2.0
MISL First Trust Indxx Aerospace & Defense ETF 8.3 60 -5 1.7 -3.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 8.1 39 16 3.7 -1.2
PAVE Global X U.S. Infrastructure Development ETF 8.0 47 8 4.1 -0.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 8.0 70 -15 3.8 -1.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.8 60 -5 7.8 +3.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 7.7 40 15 4.3 -0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 7.7 40 15 6.4 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.6 52 3 4.7 -0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.4 58 -3 5.1 +0.2
EFRA iShares Environmental Infrastructure and Industrials ETF 7.4 47 8 4.9 -0.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 7.2 60 -5 5.5 +0.6
YOKE Yoke Core ETF 7.2 42 13 3.6 -1.3
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 7.1 45 10 0.7 -4.1
NUMG Nuveen ESG Mid-Cap Growth ETF 7.1 31 24 1.8 -3.1
MAGA Point Bridge America First ETF 7.0 72 -17 5.0 +0.1
BCDF Horizon Kinetics Blockchain Development ETF 7.0 85 -30 3.7 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.8 60 -5 4.2 -0.7
FSCS First Trust SMID Capital Strength ETF 6.8 60 -5 6.7 +1.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.7 48 7 7.5 +2.6
AIEQ AI Powered Equity ETF 6.7 75 -20 3.6 -1.3
DGLO First Trust RBA Deglobalization ETF 6.5 70 -15 5.1 +0.2
XMMO Invesco S&P MidCap Momentum ETF 6.5 34 21 3.5 -1.4
XHB State Street SPDR S&P Homebuilders ETF 6.5 35 20 10.7 +5.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.4 49 6 3.6 -1.3
CSMD Congress SMid Growth ETF 6.4 69 -14 3.4 -1.5
FXG First Trust Consumer Staples AlphaDEX Fund 6.2 63 -8 8.1 +3.2
AVMV Avantis U.S. Mid Cap Value ETF 6.2 20 35 7.0 +2.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 6.2 40 15 5.4 +0.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.1 52 3 5.0 +0.1
XLB Materials Select Sector SPDR 6.1 8 47 5.4 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 6.0 31 24 5.2 +0.4
LCLG Logan Capital Broad Innovative Growth ETF 6.0 99 -44 2.8 -2.1
PRAY FIS Christian Stock Fund 6.0 69 -14 3.9 -1.0
RW Rainwater Equity ETF 6.0 125 -70 3.0 -1.9
VOT Vanguard Mid-Cap Growth ETF 6.0 7 48 3.0 -1.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.9 60 -5 5.5 +0.6
FTDS First Trust Dividend Strength ETF 5.8 70 -15 6.7 +1.8
XAR State Street SPDR S&P Aerospace & Defense ETF 5.8 35 20 1.7 -3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.8 30 25 7.3 +2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.7 38 17 4.9 -0.0
TOLL Tema Durable Quality ETF 5.7 75 -20 3.8 -1.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 5.7 60 -5 4.2 -0.7
ITB iShares U.S. Home Construction ETF 5.6 40 15 11.6 +6.7
BEEZ Honeytree U.S. Equity ETF 5.6 64 -9 3.5 -1.3
IBOT Vaneck Robotics ETF 5.5 47 8 3.1 -1.8
JOET Virtus Terranova US Quality Momentum ETF 5.5 29 26 3.7 -1.2
AVMC Avantis U.S. Mid Cap Equity ETF 5.4 18 37 5.8 +1.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.4 61 -6 5.7 +0.8
TMFX Motley Fool Next Index ETF 5.4 50 5 2.8 -2.1
TNUK Tortoise Nuclear Renaissance ETF 5.3 75 -20 0.8 -4.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.3 70 -15 4.5 -0.4
CZA Invesco Zacks Mid-Cap ETF 5.3 72 -17 5.5 +0.6
TPHD Timothy Plan High Dividend Stock ETF 5.1 52 3 5.8 +1.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 5.1 20 35 7.0 +2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 5.1 6 49 3.2 -1.7
PDP Invesco Dorsey Wright Momentum ETF 5.0 62 -7 1.5 -3.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 5.0 12 43 5.4 +0.6
PPA Invesco Aerospace & Defense ETF 4.8 58 -3 1.7 -3.2
VBK Vanguard Small-Cap Growth ETF 4.7 7 48 1.2 -3.7
IYM iShares U.S. Basic Materials ETF 4.7 40 15 4.5 -0.4
VEGI iShares MSCI Agriculture Producers ETF 4.7 39 16 7.6 +2.7
VIS Vanguard Industrials ETF 4.6 9 46 3.5 -1.4
IWP iShares Russell Mid-Cap Growth ETF 4.6 23 32 2.9 -2.0
SURE AdvisorShares Insiders Advantage ETF 4.6 90 -35 7.3 +2.4
ECML Euclidean Fundamental Value ETF 4.6 95 -40 8.4 +3.6
FIDU Fidelity MSCI Industrial Index ETF 4.6 8 47 3.5 -1.4
AFMC First Trust Active Factor Mid Cap ETF 4.6 65 -10 6.7 +1.8
FMKT The Free Markets ETF 4.5 76 -21 4.1 -0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.5 80 -25 6.5 +1.6
IWR iShares Russell Midcap ETF 4.4 19 36 5.1 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 4.4 42 13 5.2 +0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 20 10.6 +5.7
IWS iShares Russell Mid-Cap Value ETF 4.4 23 32 5.7 +0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 15 5.1 +0.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 20 5.1 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.3 24 31 6.9 +2.0
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 20 6.1 +1.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.2 10 45 4.1 -0.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.2 15 40 4.0 -0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 4.2 17 38 4.0 -0.9
MOO VanEck Agribusiness ETF 4.2 53 2 8.9 +4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.2 60 -5 6.5 +1.6
FTXR First Trust Nasdaq Transportation ETF 4.1 60 -5 6.5 +1.6
DEUS Xtrackers Russell US Multifactor ETF 4.1 17 38 6.2 +1.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.1 65 -10 3.8 -1.1
KBWR Invesco KBW Regional Banking ETF 4.1 35 20 8.4 +3.5
QVAL Alpha Architect US Quantitative Value ETF 4.1 39 16 8.9 +4.0
FSGS First Trust SMID Growth Strength ETF 4.1 60 -5 4.6 -0.3
ZIG Acquirers Fund 4.1 84 -29 20.3 +15.4
PRNT 3D Printing ETF 4.0 66 -11 1.1 -3.8
ABFL Abacus FCF Leaders ETF 4.0 59 -4 3.8 -1.1
FITE State Street SPDR S&P Kensho Future Security ETF 4.0 45 10 1.0 -3.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.0 15 40 5.9 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 3.9 59 -4 1.8 -3.1
XLI Industrial Select Sector SPDR 3.9 8 47 3.5 -1.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.9 60 -5 4.1 -0.8
VAW Vanguard Materials ETF 3.9 9 46 5.1 +0.2
IYJ iShares U.S. Industrials ETF 3.9 40 15 3.8 -1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.9 75 -20 5.6 +0.7
ICAP InfraCap Equity Income Fund ETF 3.8 171 -116 4.3 -0.6
BLES Inspire Global Hope ETF 3.8 61 -6 5.5 +0.6
MADE iShares U.S. Manufacturing ETF 3.8 40 15 3.4 -1.5
XMLV Invesco S&P MidCap Low Volatility ETF 3.8 25 30 6.5 +1.7
TMFG Motley Fool Global Opportunities ETF 3.8 85 -30 3.6 -1.3
RNSC Furst Trust Small Cap US Equity Select ETF 3.8 60 -5 4.5 -0.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.8 40 15 6.7 +1.8
FTAG First Trust Indxx Global Agriculture ETF 3.7 70 -15 7.0 +2.2
FMAT Fidelity MSCI Materials Index ETF 3.7 8 47 5.1 +0.2
SIZE iShares MSCI USA Size Factor ETF 3.7 15 40 5.3 +0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 3.7 12 43 5.7 +0.8
MDY SPDR S&P Midcap 400 ETF Trust 3.7 23 32 5.7 +0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.7 15 40 6.1 +1.2
DSTL Distillate US Fundamental Stability & Value ETF 3.7 39 16 7.2 +2.3
VO Vanguard Mid-Cap ETF 3.7 4 51 20.3 +15.4
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 46 5.3 +0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.6 20 35 5.8 +0.9
STXM Strive Mid-Cap ETF 3.5 18 37 5.9 +1.1
DVGR DAC 3D Dividend Growth ETF 3.5 65 -10 4.6 -0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 48 5.1 +0.2
IJH iShares Core S&P Mid-Cap ETF 3.5 5 50 5.9 +1.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.5 3 52 5.9 +1.0
FMDE Fidelity Enhanced Mid Cap ETF 3.5 23 32 5.1 +0.2
OSCV Opus Small Cap Value ETF 3.5 79 -24 5.6 +0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 3.5 7 48 5.9 +1.0
SCHM Schwab U.S. Mid-Cap ETF 3.4 4 51 5.7 +0.8
PKW Invesco Buyback Achievers ETF 3.4 62 -7 6.9 +2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 46 5.0 +0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.4 35 20 5.8 +0.9
NATO Themes Transatlantic Defense ETF 3.4 35 20 1.7 -3.2
IMCB iShares Morningstar Mid-Cap ETF 3.4 4 51 5.0 +0.1
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 3.3 40 15 3.9 -1.0
IFRA iShares U.S. Infrastructure ETF 3.3 30 25 5.5 +0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.3 60 -5 4.8 -0.1
FDLS Inspire Fidelis Multi Factor ETF 3.3 76 -21 3.0 -1.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 3.3 25 30 10.2 +5.3
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 42 5.6 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 3.3 38 17 7.8 +2.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.3 40 15 5.7 +0.9
TAX Cambria Tax Aware ETF 3.2 49 6 3.9 -1.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.2 29 26 3.9 -1.0
BRIF FIS Bright Portfolios Focused Equity ETF 3.2 65 -10 3.2 -1.6
FLDZ RiverNorth Patriot ETF 3.2 75 -20 5.4 +0.5
FMTM MarketDesk Focused U.S. Momentum ETF 3.1 45 10 4.8 -0.1
SDY State Street SPDR S&P Dividend ETF 3.1 35 20 5.9 +1.0
FFLC Fidelity Fundamental Large Cap Core ETF 3.1 38 17 3.7 -1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.1 15 40 6.5 +1.6
CCSO Carbon Collective Climate Solutions US Equity ETF 3.1 35 20 0.9 -3.9
ROUS Hartford Multifactor US Equity ETF 3.0 19 36 5.2 +0.3
FSMD Fidelity Small-Mid Multifactor ETF 3.0 15 40 6.2 +1.4
KCE State Street SPDR S&P Capital Markets ETF 3.0 35 20 5.5 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.0 54 1 6.0 +1.1
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 35 5.6 +0.7
ITA iShares U.S. Aerospace & Defense ETF 3.0 40 15 1.4 -3.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.0 35 20 4.5 -0.4
HOMZ Hoya Capital Housing ETF 3.0 30 25 9.8 +4.9
FTRI First Trust Indxx Global Natural Resources Income ETF 2.9 70 -15 6.8 +1.9
PTL Inspire 500 ETF 2.9 9 46 4.3 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -4 4.8 -0.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 37 5.0 +0.1
VB Vanguard Small-Cap ETF 2.9 5 50 5.0 +0.1
IHAK iShares Cybersecurity & Tech ETF 2.9 47 8 3.2 -1.7
SPAM Themes Cybersecurity ETF 2.9 35 20 1.8 -3.1
ABIG Argent Large Cap ETF 2.8 49 6 4.1 -0.8
CBSE Clough Select Equity ETF 2.8 85 -30 0.4 -4.5
AFLG First Trust Active Factor Large Cap ETF 2.8 55 0 4.8 -0.0
BIBL Inspire 100 ETF 2.8 35 20 4.1 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.8 15 40 3.7 -1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 2.8 80 -25 5.7 +0.8
IJJ iShares S&P Mid-Cap 400 Value ETF 2.8 18 37 7.5 +2.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.8 15 40 7.6 +2.7
SUPL ProShares Supply Chain Logistics ETF 2.8 58 -3 7.5 +2.6
IYT iShares US Transportation ETF 2.8 40 15 4.3 -0.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.8 85 -30 3.8 -1.1
MID American Century Mid Cap Growth Impact ETF 2.8 45 10 3.0 -1.9
NBDS Neuberger Berman Disrupters ETF 2.8 55 0 0.7 -4.2
ALIL Argent Focused Small Cap ETF 2.8 74 -19 5.5 +0.6
SXQG ETC 6 Meridian Quality Growth ETF 2.8 100 -45 2.9 -1.9
SMOX Horizon Small/Mid Cap Core Equity ETF 2.8 75 -20 5.1 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.8 10 45 7.6 +2.7
SMOT VanEck Morningstar SMID Moat ETF 2.7 49 6 6.1 +1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -5 5.8 +0.9
JSTC Adasina Social Justice All Cap Global ETF 2.7 89 -34 4.2 -0.7
CHGX AXS Change Finance ESG ETF 2.7 49 6 4.2 -0.7
FVD First Trust Value Line Dividend Index Fund 2.7 65 -10 5.5 +0.6
NUKZ Range Nuclear Renaissance Index ETF 2.7 85 -30 1.4 -3.5
ABLD Abacus FCF Real Assets Leaders ETF 2.7 69 -14 6.6 +1.7
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 20 2.6 -2.3
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 43 4.7 -0.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.6 20 35 8.3 +3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 40 4.7 -0.2
BULD Pacer BlueStar Engineering the Future ETF 2.6 60 -5 0.2 -4.7
USMV iShares MSCI USA Min Vol Factor ETF 2.6 15 40 5.2 +0.3
MDEV First Trust Indxx Medical Devices ETF 2.6 70 -15 4.6 -0.3
DSMC Distillate Small/Mid Cash Flow ETF 2.6 55 0 9.9 +5.1
XOEF iShares S&P 500 ex S&P 100 ETF 2.6 20 35 4.5 -0.4
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.6 60 -5 1.3 -3.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.6 49 6 4.5 -0.3
ARKX ARK Space Exploration & Innovation ETF 2.5 75 -20 0.0 -4.9
STXD Strive 1000 Dividend Growth ETF 2.5 35 20 4.2 -0.6
BFOR ALPS Barron's 400 ETF 2.5 65 -10 20.5 +15.7
SPGP Invesco S&P 500 GARP ETF 2.5 34 21 5.4 +0.5
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 42 5.2 +0.3
SHPP Pacer Industrials and Logistics ETF 2.5 60 -5 6.4 +1.6
TTAC FCF US Quality ETF 2.5 59 -4 5.8 +0.9
XTN State Street SPDR S&P Transportation ETF 2.5 35 20 3.2 -1.7
SPDV AAM S&P 500 High Dividend Value ETF 2.5 29 26 10.4 +5.5
FXL First Trust Technology AlphaDEX Fund 2.5 61 -6 4.8 -0.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.4 20 35 5.4 +0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 2.4 70 -15 9.0 +4.2
ASCE Allspring SMID Core ETF 2.4 38 17 2.8 -2.1
DAK Dakota Active Equity ETF 2.4 43 12 3.6 -1.2
GQI Natixis Gateway Quality Income ETF 2.4 34 21 4.5 -0.4
SRHQ SRH U.S. Quality ETF 2.4 35 20 5.7 +0.9
SGLC SGI U.S. Large Cap Core ETF 2.3 85 -30 3.5 -1.4
GRNY Fundstrat Granny Shots US Large Cap ETF 2.3 75 -20 2.1 -2.8
ZECP Zacks Earnings Consistent Portfolio ETF 2.3 55 0 4.0 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 37 6.6 +1.8
FLRG Fidelity U.S. Multifactor ETF 2.3 15 40 5.7 +0.8
PFI Invesco Dorsey Wright Financial Momentum ETF 2.3 60 -5 4.4 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 35 5.9 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.3 15 40 4.9 -0.0
LYLD Cambria Large Cap Shareholder Yield ETF 2.3 59 -4 7.8 +3.0
QQLV Invesco QQQ Low Volatility ETF 2.3 25 30 4.1 -0.8
DIVL Madison Dividend Value ETF 2.3 65 -10 4.7 -0.2
RTH VanEck Retail ETF 2.3 35 20 4.7 -0.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.2 40 15 5.9 +1.0
GDIV Harbor Dividend Growth Leaders ETF 2.2 50 5 3.9 -1.0
FBOT Fidelity Disruptive Automation ETF 2.2 50 5 2.8 -2.1
EXI iShares Global Industrials ETF 2.2 42 13 3.4 -1.5
KBWP Invesco KBW Property & Casualty Insurance ETF 2.2 35 20 6.7 +1.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.2 65 -10 3.5 -1.4
IVRS iShares Future Metaverse Tech and Communications ETF 2.2 47 8 5.2 +0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.2 20 35 0.8 -4.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.2 4 51 16.4 +11.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -9 1.2 -3.7
ACWV iShares MSCI Global Min Vol Factor ETF 2.1 20 35 5.6 +0.7
FTXG First Trust Nasdaq Food & Beverage ETF 2.1 60 -5 7.4 +2.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.1 37 18 5.3 +0.4
LOGO Alpha Brands Consumption Leaders ETF 2.1 69 -14 2.6 -2.3
QLV FlexShares US Quality Low Volatility Index Fund 2.1 22 33 4.9 +0.0
HGRO Hedgeye Quality Growth ETF 2.1 70 -15 3.4 -1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.1 79 -24 3.9 -1.0
XLP Consumer Staples Select Sector SPDR 2.0 8 47 5.7 +0.8
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -10 4.6 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -4 3.6 -1.3
FDFF Fidelity Disruptive Finance ETF 2.0 50 5 5.0 +0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.0 50 5 3.4 -1.5
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -40 2.1 -2.8
SYLD Cambria Shareholder Yield ETF 2.0 59 -4 9.6 +4.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.0 15 40 6.0 +1.1
FXO First Trust Financials AlphaDEX Fund 2.0 62 -7 7.5 +2.6
VOE Vanguard Mid-Cap Value ETF 2.0 7 48 6.5 +1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.0 29 26 6.5 +1.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.0 35 20 6.1 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 46 4.2 -0.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 35 4.0 -0.9
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 35 7.4 +2.5
FMET Fidelity Metaverse ETF 2.0 39 16 4.2 -0.7
XHS State Street SPDR S&P Health Care Services ETF 1.9 35 20 3.3 -1.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 49 2.6 -2.3
COWZ Pacer US Cash Cows 100 ETF 1.9 49 6 7.3 +2.5
KIE State Street SPDR S&P Insurance ETF 1.9 35 20 6.1 +1.3
OPTZ Optimize Strategy Index ETF 1.9 50 5 3.3 -1.6
EZM WisdomTree U.S. MidCap Fund 1.9 38 17 7.6 +2.7
SSPY Syntax Stratified LargeCap ETF 1.9 30 25 5.8 +0.9
CALF Pacer US Small Cap Cash Cows 100 ETF 1.9 59 -4 8.1 +3.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.9 46 9 7.9 +3.0
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.8 79 -24 3.7 -1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.8 35 20 3.3 -1.6
MFMO Motley Fool Momentum Factor ETF 1.8 50 5 2.0 -2.9
VUSE Vident U.S. Equity Strategy ETF 1.8 50 5 3.6 -1.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.8 24 31 5.7 +0.8
PHO Invesco Water Resources ETF 1.8 60 -5 4.7 -0.2
AQWA Global X Clean Water ETF 1.8 50 5 4.8 -0.1
CGW Invesco S&P Global Water Index ETF 1.8 57 -2 4.4 -0.5
DEMZ Democratic Large Cap Core ETF 1.8 45 10 3.7 -1.2
TBLU Tortoise Global Water ESG ETF 1.8 40 15 4.4 -0.5
MBOX Freedom Day Dividend ETF 1.8 39 16 6.4 +1.6
FIW First Trust Water ETF 1.8 53 2 4.8 -0.1
EVX VanEck Environmental Services ETF 1.8 55 0 3.9 -1.0
ETEC iShares Breakthrough Environmental Solutions ETF 1.8 47 8 3.0 -1.9
PIO Invesco Global Water ETF 1.8 75 -20 4.3 -0.6
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.8 45 10 4.3 -0.6
VXF Vanguard Extended Market ETF 1.8 5 50 3.6 -1.3
HDUS Hartford Disciplined US Equity ETF 1.8 19 36 4.6 -0.3
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 16 7.3 +2.5
JHML John Hancock Multifactor Large Cap ETF 1.8 29 26 4.3 -0.5
HAP VanEck Natural Resources ETF 1.8 50 5 6.7 +1.9
FTWO Strive FAANG 2.0 ETF 1.8 49 6 3.9 -1.0
MXI iShares Global Materials ETF 1.8 41 14 6.0 +1.1
IYK iShares U.S. Consumer Staples ETF 1.8 40 15 5.8 +0.9
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 1.7 75 -20 1.9 -3.0
DRIV Global X Autonomous & Electric Vehicles ETF 1.7 68 -13 3.3 -1.6
VLUE iShares MSCI USA Value Factor ETF 1.7 15 40 6.1 +1.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.7 15 40 4.9 0.0
IEDI iShares U.S. Consumer Focused ETF 1.7 18 37 5.2 +0.3
GVLU Gotham 1000 Value ETF 1.7 50 5 7.8 +2.9
SCHD Schwab US Dividend Equity ETF 1.7 6 49 7.8 +2.9
BGDV Bahl & Gaynor Dividend ETF 1.7 45 10 3.8 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -4 7.2 +2.4
DFLV Dimensional US Large Cap Value ETF 1.7 22 33 5.8 +0.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.7 12 43 3.2 -1.7
CLNR IQ Cleaner Transport ETF 1.7 45 10 4.0 -0.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.6 19 36 4.9 +0.0
JRE Janus Henderson U.S. Real Estate ETF 1.6 65 -10 5.6 +0.7
USMF WisdomTree U.S. Multifactor Fund 1.6 28 27 6.4 +1.5
SUSA iShares MSCI USA ESG Select ETF 1.6 25 30 3.9 -1.0
REVS Columbia Research Enhanced Value ETF 1.6 19 36 6.3 +1.4
XITK State Street SPDR FactSet Innovative Technology ETF 1.6 45 10 0.1 -4.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -5 5.9 +1.0
VDC Vanguard Consumer Staples ETF 1.6 9 46 5.5 +0.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.6 8 47 5.5 +0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.6 60 -5 5.9 +1.1
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 45 3.7 -1.2
VIG Vanguard Dividend Appreciation ETF 1.6 5 50 4.8 -0.1
NANR SPDR S&P North American Natural Resources ETF 1.6 35 20 6.4 +1.5
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -12 8.1 +3.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.6 40 15 3.6 -1.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.6 60 -5 4.7 -0.2
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 13 3.4 -1.5
VBR Vanguard Small Cap Value ETF 1.6 7 48 7.4 +2.6
YALL God Bless America ETF 1.6 65 -10 4.4 -0.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 30 5.8 +0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.6 15 40 7.2 +2.3
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 20 5.9 +1.0
OCEN IQ Clean Oceans ETF 1.6 45 10 4.6 -0.3
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 49 6.6 +1.7
MOAT VanEck Morningstar Wide Moat ETF 1.5 46 9 5.2 +0.3
FDWM Fidelity Women's Leadership ETF 1.5 59 -4 3.9 -1.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -20 2.8 -2.1
FEGE First Eagle Global Equity ETF 1.5 79 -24 5.8 +0.9
BLCR iShares Large Cap Core Active ETF 1.5 36 19 2.8 -2.1
DXUV Dimensional US Vector Equity ETF 1.5 28 27 5.0 +0.1
SDOG ALPS Sector Dividend Dogs ETF 1.5 36 19 7.8 +2.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.5 55 0 4.8 -0.1
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 40 4.3 -0.6
SPHB Invesco S&P 500 High Beta ETF 1.5 25 30 3.5 -1.4
AUSF Global X Adaptive U.S. Factor ETF 1.5 27 28 7.8 +2.9
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -5 5.1 +0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 7 5.4 +0.5
CZAR Themes Natural Monopoly ETF 1.5 35 20 5.2 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 40 2.3 -2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 1.5 12 43 5.1 +0.2
ETHO Etho Climate Leadership U.S. ETF 1.4 47 8 3.9 -1.0
ISCB iShares Morningstar Small-Cap ETF 1.4 4 51 5.1 +0.2
MNZL Manzil Russell Halal USA Broad MarketETF 1.4 40 15 3.8 -1.1
PWB Invesco Large Cap Growth ETF 1.4 56 -1 1.9 -2.9
DFVX Dimensional US Large Cap Vector ETF 1.4 22 33 5.1 +0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 30 4.0 -0.9
GNR SPDR S&P Global Natural Resources ETF 1.4 40 15 8.4 +3.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -5 9.0 +4.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 38 4.5 -0.4
BGIG Bahl & Gaynor Income Growth ETF 1.4 45 10 4.3 -0.6
SFGV Sequoia Global Value ETF 1.4 23 32 6.9 +2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.4 29 26 5.4 +0.6
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.4 61 -6 7.5 +2.6
EBI Longview Advantage ETF 1.4 35 20 5.7 +0.8
IUSV iShares Core S&P US Value ETF 1.4 4 51 5.7 +0.8
FXH First Trust Health Care AlphaDEX Fund 1.3 62 -7 4.3 -0.6
RFFC ALPS Active Equity Opportunity ETF 1.3 48 7 3.6 -1.3
PFM Invesco Dividend Achievers ETF 1.3 53 2 4.5 -0.4
BJK VanEck Gaming ETF 1.3 65 -10 4.6 -0.3
ARB AltShares Merger Arbitrage ETF 1.3 77 -22 2.7 -2.2
NULV Nuveen ESG Large-Cap Value ETF 1.3 26 29 5.0 +0.1
XRT State Street SPDR S&P Retail ETF 1.3 35 20 7.0 +2.2
CVAR Cultivar ETF 1.3 87 -32 6.7 +1.9
DFUV Dimensional US Marketwide Value ETF 1.3 22 33 5.8 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 37 4.5 -0.4
VALQ American Century U.S. Quality Value ETF 1.3 29 26 6.9 +2.0
IVE iShares S&P 500 Value ETF 1.3 18 37 5.4 +0.5
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 40 5.6 +0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.3 15 40 4.1 -0.8
VOOV Vanguard S&P 500 Value ETF 1.3 7 48 5.5 +0.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.3 4 51 5.5 +0.7
FQAL Fidelity Quality Factor ETF 1.3 15 40 4.7 -0.2
DCOR Dimensional US Core Equity 1 ETF 1.2 14 41 4.4 -0.5
IWD iShares Russell 1000 Value ETF 1.2 19 36 5.0 +0.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -20 1.0 -3.9
VONV Vanguard Russell 1000 Value ETF 1.2 7 48 5.1 +0.2
SMMD iShares Russell 2500 ETF 1.2 15 40 5.2 +0.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.2 28 27 4.9 -0.0
AVUS Avantis U.S. Equity ETF 1.2 15 40 4.6 -0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.2 56 -1 6.6 +1.7
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -30 5.2 +0.3
QGRO American Century U.S. Quality Growth ETF 1.2 29 26 3.9 -1.0
ILCG iShares Morningstar Growth ETF 1.2 4 51 3.1 -1.8
TRFM AAM Transformers ETF 1.2 49 6 0.9 -4.0
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 29 2.8 -2.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 45 3.6 -1.3
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 13 5.7 +0.8
SPHQ Invesco S&P 500 Quality ETF 1.1 15 40 4.5 -0.4
RECS Columbia Research Enhanced Core ETF 1.1 15 40 5.2 +0.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 40 4.5 -0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.1 35 20 4.6 -0.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 37 3.0 -1.9
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 25 5.0 +0.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.1 45 10 -1.4 -6.3
GXPS Global X PureCap MSCI Consumer Staples ETF 1.1 25 30 4.8 -0.1
BUYZ Franklin Disruptive Commerce ETF 1.1 50 5 2.4 -2.5
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 16 7.0 +2.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.1 9 46 4.8 -0.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 51 3.3 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 6 4.5 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 51 5.4 +0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 1.1 35 20 4.1 -0.7
DFAU Dimensional US Core Equity Market ETF 1.1 12 43 4.2 -0.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -10 4.6 -0.3
LOWV AB US Low Volatility Equity ETF 1.1 48 7 4.2 -0.7
TMAT Main Thematic Innovation ETF 1.1 164 -109 -1.9 -6.8
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -20 4.5 -0.4
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 27 8.1 +3.2
VAMO Cambria Value & Momentum ETF 1.1 61 -6 5.1 +0.2
DSPY Tema S&P 500 Historical Weight ETF 1.1 18 37 4.3 -0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 40 2.9 -2.0
PTF Invesco Dorsey Wright Technology Momentum ETF 1.1 60 -5 -1.0 -5.9
FDG American Century Focused Dynamic Growth ETF 1.1 45 10 1.8 -3.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 5 6.4 +1.5
AVUQ Avantis U.S. Quality ETF 1.0 15 40 3.6 -1.3
CCNR ALPS CoreCommodity Natural Resources ETF 1.0 39 16 8.3 +3.5
XLY Consumer Discretionary Select Sector SPDR 1.0 8 47 4.6 -0.3
TXS Texas Capital Texas Equity Index ETF 1.0 49 6 4.8 -0.0
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 49 7.2 +2.4
STXG Strive 1000 Growth ETF 1.0 18 37 3.2 -1.7
EQL Alps Equal Sector Weight ETF 1.0 25 30 5.0 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 43 4.3 -0.6
IHF iShares U.S. Healthcare Providers ETF 1.0 40 15 6.6 +1.7
EVUS iShares ESG Aware MSCI USA Value ETF 1.0 18 37 5.4 +0.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 30 5.9 +1.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.0 49 6 6.0 +1.1
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 30 4.4 -0.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.0 60 -5 3.4 -1.5
DTEC ALPS Disruptive Technologies ETF 1.0 50 5 3.4 -1.5
JEDI Defiance Drone and Modern Warfare ETF 1.0 69 -14 1.2 -3.7
IUS Invesco RAFI Strategic US ETF 1.0 19 36 5.3 +0.4
BUL Pacer US Cash Cows Growth ETF 1.0 60 -5 3.3 -1.6
DIVN Horizon Dividend Income ETF 1.0 70 -15 6.4 +1.6
AVSU Avantis Responsible U.S. Equity ETF 1.0 15 40 4.7 -0.2
FDLO Fidelity Low Volatility Factor ETF 1.0 15 40 4.7 -0.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 30 5.9 +1.1
IYC iShares U.S. Consumer Discretionary ETF 0.9 40 15 3.6 -1.3
DFAS Dimensional U.S. Small Cap ETF 0.9 26 29 5.2 +0.4
DGRO iShares Core Dividend Growth ETF 0.9 8 47 5.3 +0.4
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 40 4.0 -0.9
PSET Principal Quality ETF 0.9 15 40 4.7 -0.2
ANEW ProShares MSCI Transformational Changes ETF 0.9 45 10 4.2 -0.7
LST Leuthold Select Industries ETF 0.9 91 -36 4.6 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 0.9 34 21 5.4 +0.5
FBCV Fidelity Blue Chip Value ETF 0.9 59 -4 5.4 +0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 35 4.6 -0.3
DSI iShares MSCI KLD 400 Social ETF 0.9 25 30 4.0 -0.9
SCHK Schwab 1000 Index ETF 0.9 5 50 4.1 -0.8
CGGR Capital Group Growth ETF 0.9 39 16 2.6 -2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.9 20 35 5.3 +0.4
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 27 2.8 -2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.9 19 36 4.6 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 42 1.7 -3.2
SCHX Schwab U.S. Large-Cap ETF 0.9 3 52 4.2 -0.7
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 43 6.5 +1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 38 4.7 -0.2
IYF iShares U.S. Financials ETF 0.9 40 15 5.3 +0.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.9 11 44 4.0 -0.9
IGE iShares North American Natural Resources ETF 0.9 41 14 5.8 +0.9
IYY iShares Dow Jones U.S. ETF 0.9 20 35 4.0 -0.9
IWB iShares Russell 1000 ETF 0.9 15 40 4.0 -0.8
VONE Vanguard Russell 1000 ETF 0.9 7 48 4.1 -0.8
DFUS Dimensional U.S. Equity ETF 0.9 9 46 4.0 -0.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.9 3 52 4.2 -0.6
SCHB Schwab U.S. Broad Market ETF 0.9 3 52 4.1 -0.8
DVY iShares Select Dividend ETF 0.9 38 17 7.7 +2.9
ROE Astoria US Quality Kings ETF 0.9 49 6 5.1 +0.2
AQLT iShares MSCI Global Quality Factor ETF 0.9 18 37 0.0 -4.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.9 25 30 4.7 -0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.9 10 45 4.1 -0.8
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -25 3.5 -1.4
VEGN US Vegan Climate ETF 0.9 60 -5 3.3 -1.6
TOPC iShares S&P 500 3% Capped ETF 0.9 15 40 4.2 -0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -40 -0.6 -5.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.9 45 10 3.6 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 45 4.1 -0.8
PBUS Invesco MSCI USA ETF 0.9 4 51 4.1 -0.8
KXI iShares Global Consumer Staples ETF 0.9 41 14 5.3 +0.4
FFND Future Fund Active ETF 0.9 100 -45 4.2 -0.7
CHRI Global X S&P 500 Christian Values ETF 0.9 29 26 3.8 -1.1
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 3 6.2 +1.3
VTI Vanguard Total Stock Market ETF 0.8 3 52 4.0 -0.9
IWV iShares Russell 3000 ETF 0.8 20 35 3.9 -1.0
VTHR Vanguard Russell 3000 ETF 0.8 7 48 4.0 -0.9
NIXT Research Affiliates Deletions ETF 0.8 9 46 5.9 +1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.8 3 52 4.0 -0.9
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 45 4.1 -0.8
GXLC Global X U.S. 500 ETF 0.8 2 53 4.0 -0.9
VCR Vanguard Consumer Discretionary ETF 0.8 9 46 4.4 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.8 29 26 3.9 -1.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -53 2.8 -2.1
FDIS Fidelity MSCI Consumer Discretionary Index ETF 0.8 8 47 4.4 -0.5
HLAL Wahed FTSE USA Shariah ETF 0.8 50 5 3.5 -1.4
VTV Vanguard Value ETF 0.8 4 51 5.6 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.8 0 55 12.2 +7.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 46 4.1 -0.8
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.8 5 50 7.2 +2.4
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.8 12 43 6.0 +1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 17 6.6 +1.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 20 6.7 +1.8
VOTE TCW Transform 500 ETF 0.8 5 50 4.0 -0.9
ROBO ROBO Global Robotics & Automation Index ETF 0.8 95 -40 2.3 -2.6
SPXN ProShares S&P 500 Ex-Financials ETF 0.8 9 46 3.9 -1.0
XVV iShares ESG Screened S&P 500 ETF 0.8 8 47 4.0 -0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.8 20 35 3.9 -1.0
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 27 5.5 +0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.8 43 12 4.6 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 0.8 9 46 3.9 -0.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.8 49 6 6.9 +2.0
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 52 4.0 -0.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.7 12 43 3.8 -1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 0.7 9 46 3.8 -1.1
ULVM VictoryShares US Value Momentum ETF 0.7 20 35 5.8 +0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 0.7 18 37 3.8 -1.1
APUE ActivePassive U.S. Equity ETF 0.7 45 10 3.8 -1.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 42 8.4 +3.6
QVML Invesco S&P 500 QVM Multi-factor ETF 0.7 11 44 4.2 -0.7
SPYM State Street SPDR Portfolio S&P 500 ETF 0.7 2 53 4.1 -0.8
SPY SPDR S&P 500 ETF 0.7 9 46 4.0 -0.8
VOO Vanguard S&P 500 ETF 0.7 3 52 4.1 -0.8
IVV iShares Core S&P 500 ETF 0.7 3 52 4.1 -0.8
LGCF Themes US Cash Flow Champions ETF 0.7 30 25 6.9 +2.1
DIVB iShares Core Dividend ETF 0.7 5 50 6.4 +1.5
CGDG Capital Group Dividend Growers ETF 0.7 47 8 5.0 +0.1
DFNV Donoghue Forlines Innovation ETF 0.7 69 -14 3.8 -1.1
PEXL Pacer US Export Leaders ETF 0.7 60 -5 3.0 -1.9
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 19 3.1 -1.8
MODL VictoryShares WestEnd U.S. Sector ETF 0.7 42 13 3.9 -1.0
VFMF Vanguard U.S. Multifactor ETF 0.7 18 37 6.2 +1.3
NULC Nuveen ESG Large-Cap ETF 0.7 21 34 3.8 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.7 9 46 4.3 -0.6
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.7 25 30 3.5 -1.3
PRXV Praxis Impact Large Cap Value ETF 0.7 36 19 5.3 +0.4
TOK iShares MSCI Kokusai ETF 0.7 26 29 4.2 -0.7
RWL Invesco S&P 500 Revenue ETF 0.7 39 16 5.5 +0.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 0.7 50 5 7.8 +3.0
GSPY Gotham Enhanced 500 ETF 0.7 50 5 4.2 -0.7
JGRO JPMorgan Active Growth ETF 0.7 44 11 2.5 -2.4
XSW State Street SPDR S&P Software & Services ETF 0.7 35 20 2.5 -2.4
RVRB Reverb ETF 0.6 30 25 3.6 -1.3
IJS iShares S&P Small-Cap 600 Value ETF 0.6 18 37 8.3 +3.4
TEXN iShares Texas Equity ETF 0.6 20 35 5.1 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.6 10 45 8.4 +3.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.6 2 53 4.1 -0.8
VYM Vanguard High Dividend Yield Index ETF 0.6 6 49 5.9 +1.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.6 15 40 8.4 +3.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.6 45 10 1.9 -3.0
VFH Vanguard Financials ETF 0.6 9 46 5.7 +0.8
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 6 4.8 -0.1
EPS WisdomTree U.S. LargeCap Fund 0.6 8 47 4.6 -0.3
SPLV Invesco S&P 500 Low Volatility ETF 0.6 25 30 4.9 +0.0
FELV Fidelity Enhanced Large Cap Value ETF 0.6 18 37 5.2 +0.3
RXI iShares Global Consumer Discretionary ETF 0.6 41 14 8.0 +3.2
TMFC Motley Fool 100 Index ETF 0.6 50 5 2.9 -2.0
STXV Strive 1000 Value ETF 0.6 18 37 6.6 +1.7
XLF Financial Select Sector SPDR 0.6 8 47 5.3 +0.4
VERS ProShares Metaverse ETF 0.6 58 -3 0.4 -4.5
URTH iShares MSCI World ETF 0.6 24 31 4.2 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -15 2.0 -2.9
WSML iShares MSCI World Small-Cap ETF 0.6 15 40 5.2 +0.3
VV Vanguard Large-Cap ETF 0.6 4 51 4.0 -0.9
FNCL Fidelity MSCI Financials Index ETF 0.6 8 47 5.7 +0.8
AOTS AOT Software Platform ETF 0.6 49 6 4.7 -0.1
QLTY GMO U.S. Quality ETF 0.6 50 5 3.8 -1.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.6 20 35 4.2 -0.7
AVIE Avantis  Inflation Focused Equity ETF 0.6 25 30 5.9 +1.0
SNPE Xtrackers S&P 500 ESG ETF 0.6 10 45 4.2 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 0.6 28 27 5.2 +0.4
RAUS RACWI US ETF 0.6 15 40 4.0 -0.9
ESGV Vanguard ESG U.S. Stock ETF 0.6 9 46 4.0 -0.9
WCEO Hypatia Women CEO ETF 0.6 85 -30 4.3 -0.6
ACVF American Conservative Values ETF 0.6 75 -20 3.6 -1.3
SFY SoFi Select 500 ETF 0.6 0 55 3.7 -1.2
DRNZ REX Drone ETF 0.6 65 -10 -1.8 -6.7
DUHP Dimensional US High Profitability ETF 0.6 21 34 5.2 +0.3
VUG Vanguard Growth ETF 0.6 4 51 20.3 +15.5
STXK Strive Small-Cap ETF 0.6 18 37 4.9 -0.0
NUSC Nuveen ESG Small-Cap ETF 0.6 31 24 4.6 -0.2
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 30 7.5 +2.6
PY Principal Value ETF 0.6 15 40 6.8 +1.9
ACWI iShares MSCI ACWI ETF 0.5 32 23 4.5 -0.4
VT Vanguard Total World Stock ETF 0.5 6 49 4.9 -0.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 6 4.9 +0.0
IGV iShares Expanded Tech-Software Sector ETF 0.5 41 14 3.2 -1.7
IQM Franklin Intelligent Machines ETF 0.5 50 5 1.2 -3.7
RCGE RockCreek Global Equality ETF 0.5 95 -40 5.7 +0.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.5 12 43 3.2 -1.7
IYG iShares US Financial Services ETF 0.5 40 15 4.9 -0.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.5 8 47 4.3 -0.6
FCPI Fidelity Stocks for Inflation ETF 0.5 15 40 5.7 +0.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.5 7 48 4.3 -0.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.5 7 48 4.0 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -20 3.1 -1.8
VONG Vanguard Russell 1000 Growth ETF 0.5 7 48 3.7 -1.2
IWF iShares Russell 1000 Growth ETF 0.5 19 36 14.7 +9.8
FPAG FPA Global Equity ETF 0.5 49 6 5.4 +0.6
IYH iShares U.S. Healthcare ETF 0.5 40 15 5.6 +0.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 20 10.5 +5.6
QDF FlexShares Quality Dividend Index Fund 0.5 37 18 5.1 +0.2
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 5 4.1 -0.8
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 33 4.0 -0.9
AKAF The Frontier Economic Fund 0.5 20 35 5.2 +0.3
SRVR Pacer Data & Infrastructure Real Estate ETF 0.5 55 0 4.1 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 0.5 20 35 3.1 -1.8
VFVA Vanguard U.S. Value Factor ETF 0.5 13 42 8.6 +3.7
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 51 3.0 -1.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 6 7.5 +2.6
FHLC Fidelity MSCI Health Care Index ETF 0.5 8 47 5.1 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 26 5.9 +1.0
QQQ Invesco QQQ Trust Series I 0.5 20 35 3.2 -1.7
FVAL Fidelity Value Factor ETF 0.5 15 40 5.7 +0.8
QQQM Invesco NASDAQ 100 ETF 0.5 15 40 3.2 -1.7
LRGF iShares U.S. Equity Factor ETF 0.4 8 47 4.5 -0.4
VHT Vanguard Health Care ETF 0.4 9 46 4.9 +0.0
CLOD Themes Cloud Computing ETF 0.4 35 20 2.9 -1.9
EQIN Columbia US Equity Income ETF 0.4 35 20 5.9 +1.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -20 5.3 +0.4
SCHA Schwab U.S. Small-Cap ETF 0.4 4 51 4.2 -0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 25 3.7 -1.2
RPV Invesco S&P 500 Pure Value ETF 0.4 35 20 8.4 +3.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 40 7.4 +2.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 43 3.5 -1.4
XLV Health Care Select Sector SPDR 0.4 8 47 6.4 +1.5
DFSV Dimensional US Small Cap Value ETF 0.4 31 24 8.3 +3.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 34 2.9 -2.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -10 1.3 -3.6
QUVU Hartford Quality Value ETF 0.4 46 9 5.3 +0.4
LRND IQ U.S. Large Cap R&D Leaders ETF 0.4 14 41 3.8 -1.1
GQQQ Astoria US Quality Growth Kings ETF 0.4 35 20 3.2 -1.6
ITAN Sparkline Intangible Value ETF 0.4 50 5 5.5 +0.6
SNSR Global X Internet of Things ETF 0.3 68 -13 3.3 -1.6
SPMO Invesco S&P 500 Momentum ETF 0.3 13 42 2.9 -2.0
MFVL Motley Fool Value Factor ETF 0.3 50 5 5.4 +0.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 52 5.9 +1.1
IJR iShares Core S&P Small Cap ETF 0.3 6 49 5.9 +1.0
HART IQ Healthy Hearts ETF 0.3 45 10 5.9 +1.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 48 5.7 +0.9
ILCV iShares Morningstar Value ETF 0.3 4 51 5.1 +0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.3 36 19 4.0 -0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.3 35 20 6.7 +1.8
IXG iShares Global Financials ETF 0.3 42 13 5.7 +0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.3 32 23 3.8 -1.1
XLK Technology Select Sector SPDR 0.3 8 47 3.2 -1.7
IXJ iShares Global Healthcare ETF 0.3 42 13 6.2 +1.3
EBLU Ecofin Global Water ESG Fund 0.3 40 15 4.5 -0.4
HDV iShares Core High Dividend ETF 0.3 8 47 29.0 +24.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 30 5.4 +0.5
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -51 9.6 +4.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.3 4 51 14.7 +9.8
FDMO Fidelity Momentum Factor ETF 0.3 15 40 2.4 -2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 -20 4.6 -0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.3 20 35 4.1 -0.8
VGT Vanguard Information Technology ETF 0.3 9 46 24.4 +19.6
VOOG Vanguard S&P 500 Growth ETF 0.3 7 48 18.2 +13.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 51 3.0 -1.9
IVW iShares S&P 500 Growth ETF 0.3 18 37 2.9 -2.0
THRO iShares U.S. Thematic Rotation Active ETF 0.3 90 -35 3.0 -1.9
GLBL Pacer MSCI World Industry Advantage ETF 0.3 65 -10 3.3 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 25 3.6 -1.3
FTEC Fidelity MSCI Information Technology Index ETF 0.2 8 47 3.0 -1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 46 4.7 -0.2
XPND First Trust Expanded Technology ETF 0.2 65 -10 2.8 -2.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 30 7.2 +2.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 -5 4.5 -0.4
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 30 3.2 -1.7
DURA VanEck Durable High Dividend ETF 0.2 29 26 6.3 +1.4
IGM iShares Expanded Tech Sector ETF 0.2 41 14 2.6 -2.3
OALC OneAscent Large Cap Core ETF 0.2 86 -31 3.2 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 6 3.6 -1.3
GINN Goldman Sachs Innovate Equity ETF 0.2 52 3 3.6 -1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 15 2.8 -2.0
FELC Fidelity Enhanced Large Cap Core ETF 0.2 18 37 4.2 -0.7
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 20 4.0 -0.9
IXN iShares Global Tech ETF 0.2 41 14 2.6 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.2 14 41 4.0 -0.8
USEW Cambria US EW ETF 0.1 30 25 4.0 -0.9
XT iShares Exponential Technologies ETF 0.1 46 9 3.9 -1.0
KLMN Invesco MSCI North America Climate ETF 0.1 9 46 4.2 -0.7
GLOF iShares Global Equity Factor ETF 0.1 20 35 5.4 +0.5
IYW iShares U.S. Technology ETF 0.1 40 15 2.9 -2.0
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -4 2.2 -2.7
FESM Fidelity Enhanced Small Cap ETF 0.1 28 27 2.1 -2.8
KNCT Invesco Next Gen Connectivity ETF 0.1 40 15 2.9 -2.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 40 3.9 -1.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 37 3.3 -1.6
ALRG Allspring LT Large Core ETF 0.1 28 27 3.4 -1.5
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 45 4.8 -0.1
TRUD VanEck Consumer Disc TruSector ETF 0.1 14 41 2.9 -2.0
TRUT VanEck Technology TruSector ETF 0.1 13 42 3.7 -1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 13 3.9 -1.0
WRND IQ Global Equity R&D Leaders ETF 0.0 18 37 3.9 -0.9
GEW Cambria Global EW ETF 0.0 29 26 5.2 +0.3

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

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

Historical valuation trends

Forward
multiple:		 VictoryShares THB Mid Cap ESG ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.7 %
Divided by: Fwd. P/BV 3.6 x
Less: Expense ratio 55 bp
Equals: ALTAR Score 4.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.67 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.