Invesco Water Resources ETF
ALTAR
Score™		 5.2% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 21.3x P/Sales
ratio		 2.9x
P/BV
ratio		 3.4x Div.
yield		 0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Invesco Water Resources fund is based on the Palisades Water Index™. The Index seeks to identify a group of companies that focus on the provision of potable water, the treatment of water, and the technology and services that are directly related to water consumption.

FUND BASICS
Category US Equities
Fund Sponsor Invesco
Website www.invesco.com
Inception date Dec 06, 2005
Assets (mns) $1,956
Currency USD
Expense ratio 60 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian Bank of New York Mellon
Weighting Tiered
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 39
Wgt avg mkt cap (mns) $20,536
Large cap (>$10bn) 61.8%
Mid cap ($2-10bn) 31.3%
Small cap (<$2bn) 2.6%
Developed mkts 99.2%
Emerging mkts 0.8%

TOP TEN HOLDINGS
WATERS CORP 9.6 %
ROPER TECHNOLOGIES, INC. 8.2 %
FERGUSON ENTERPRISES INC 7.9 %
ECOLAB INC 7.5 %
AMERICAN WATER WORKS CO INC 6.9 %
IDEX CORP 4.6 %
MUELLER INDUSTRIES INC 4.5 %
CORE & MAIN, INC. CLASS A 3.9 %
VERALTO CORPORATION 3.7 %
XYLEM INC 3.7 %
Total 60.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.7 %
BRITAIN 3.2 %
BRAZIL 1.1 %
CANADA 0.9 %
CAYMAN ISLANDS 0.1 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.2% -5.4% 4.9% 11.2% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.63 27%
MSCI EAFE 0.51 27%
MSCI Emg. Mkts. 0.20 10%

Technical Indicators
Recent close $68.07
30d moving avg. $70.20
Annualized volatility 15.7%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.8%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 78
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $1,259

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 701 potential alternatives to the Invesco Water Resources ETF ETF based on the alternatives' overlap in portfolio holdings with PHO. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: PHO Expense: 60 bp ALTAR Score™: 5.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH PHO
Ticker Fund
Name		 Overlap1
vs PHO
(%)		 Expense
ratio
(bp)		 Savings
vs PHO
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs PHO
(%)
TBLU Tortoise Global Water ESG ETF 52.2 40 20 4.8 -0.4
AQWA Global X Clean Water ETF 46.3 50 10 5.4 +0.2
PIO Invesco Global Water ETF 44.0 75 -15 4.7 -0.5
CGW Invesco S&P Global Water Index ETF 41.3 57 3 4.7 -0.5
EFRA iShares Environmental Infrastructure and Industrials ETF 35.7 47 13 5.3 +0.0
EBLU Ecofin Global Water ESG Fund 32.4 40 20 4.5 -0.7
EVX VanEck Environmental Services ETF 24.7 55 5 4.3 -0.9
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 21.2 45 15 4.8 -0.4
NVIR Horizon Kinetics Energy and Remediation ETF 12.5 85 -25 5.4 +0.2
COWS Amplify Cash Flow Dividend Leaders ETF 10.7 19 41 7.4 +2.2
CWS AdvisorShares Focused Equity ETF 8.4 84 -24 5.2 -0.0
AIRR First Trust RBA American Industrial Renaissance ETF 8.4 70 -10 4.4 -0.9
BEEZ Honeytree U.S. Equity ETF 7.5 64 -4 3.8 -1.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 7.4 48 12 8.2 +3.0
IYM iShares U.S. Basic Materials ETF 7.2 40 20 4.6 -0.6
SMDV ProShares Russell 2000 Dividend Growers ETF 7.0 40 20 7.1 +1.8
FSCS First Trust SMID Capital Strength ETF 7.0 60 0 7.4 +2.2
AKRE Akre Focus ETF 7.0 106 -46 4.8 -0.5
CZA Invesco Zacks Mid-Cap ETF 6.9 72 -12 6.1 +0.8
MBOX Freedom Day Dividend ETF 6.8 39 21 6.9 +1.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.7 60 0 6.1 +0.9
FTRI First Trust Indxx Global Natural Resources Income ETF 6.4 70 -10 6.8 +1.6
NUMV Nuveen ESG Mid-Cap Value ETF 6.3 31 29 5.7 +0.5
PAVE Global X U.S. Infrastructure Development ETF 6.2 47 13 4.6 -0.7
POWA Invesco Bloomberg Pricing Power ETF 6.1 40 20 6.2 +0.9
HWAY Themes US Infrastructure ETF 6.0 29 31 4.7 -0.5
FFOX FundX Future Fund Opportunities ETF 5.8 100 -40 2.7 -2.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 5.5 61 -1 6.5 +1.3
PSET Principal Quality ETF 5.4 15 45 4.9 -0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.2 35 25 11.5 +6.3
FXU First Trust Utilities AlphaDEX Fund 5.2 64 -4 6.0 +0.7
CSMD Congress SMid Growth ETF 5.1 69 -9 3.6 -1.6
XSHQ Invesco S&P SmallCap Quality ETF 5.1 29 31 7.1 +1.9
RSPN Invesco S&P 500 Equal Weight Industrials ETF 5.1 40 20 4.9 -0.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 5.0 49 11 6.3 +1.0
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 4.9 75 -15 2.0 -3.3
VAW Vanguard Materials ETF 4.8 9 51 5.4 +0.2
XLB Materials Select Sector SPDR 4.7 8 52 5.8 +0.6
FXZ First Trust Materials AlphaDEX Fund 4.7 61 -1 7.1 +1.8
ETHO Etho Climate Leadership U.S. ETF 4.7 47 13 4.0 -1.2
DEMZ Democratic Large Cap Core ETF 4.6 45 15 3.7 -1.5
PSCI Invesco S&P SmallCap Industrials ETF 4.6 29 31 4.9 -0.3
FMAT Fidelity MSCI Materials Index ETF 4.6 8 52 5.4 +0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 4.4 15 45 6.6 +1.4
OSCV Opus Small Cap Value ETF 4.3 79 -19 6.2 +1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 4.3 35 25 6.1 +0.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.2 45 15 5.0 -0.3
SMCF Themes US Small Cap Cash Flow Champions ETF 4.2 29 31 9.9 +4.7
CCSO Carbon Collective Climate Solutions US Equity ETF 4.2 35 25 1.1 -4.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.2 39 21 3.8 -1.4
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 10 5.1 -0.1
GDIV Harbor Dividend Growth Leaders ETF 3.9 50 10 4.2 -1.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 3.9 70 -10 4.2 -1.0
TMFM Motley Fool Mid-Cap Growth ETF 3.9 85 -25 2.3 -3.0
DSMC Distillate Small/Mid Cash Flow ETF 3.8 55 5 10.5 +5.3
CSD Invesco S&P Spin-Off ETF 3.7 65 -5 4.0 -1.2
TPHD Timothy Plan High Dividend Stock ETF 3.7 52 8 6.4 +1.1
DGLO First Trust RBA Deglobalization ETF 3.7 70 -10 5.6 +0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -10 4.9 -0.3
QQLV Invesco QQQ Low Volatility ETF 3.7 25 35 4.5 -0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.6 15 45 5.1 -0.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.6 52 8 5.1 -0.2
SRHQ SRH U.S. Quality ETF 3.6 35 25 6.2 +1.0
XMMO Invesco S&P MidCap Momentum ETF 3.6 34 26 3.8 -1.4
BMED Future Health ETF 3.6 85 -25 1.0 -4.3
ALTL Pacer Lunt Large Cap Alternator ETF 3.6 60 0 5.1 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.5 30 30 7.9 +2.7
IFRA iShares U.S. Infrastructure ETF 3.5 30 30 6.1 +0.9
ABLD Abacus FCF Real Assets Leaders ETF 3.4 69 -9 6.8 +1.6
AFMC First Trust Active Factor Mid Cap ETF 3.4 65 -5 7.1 +1.8
SMOX Horizon Small/Mid Cap Core Equity ETF 3.3 75 -15 5.5 +0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 3.3 25 35 7.7 +2.4
OCEN IQ Clean Oceans ETF 3.3 45 15 4.7 -0.6
XHB State Street SPDR S&P Homebuilders ETF 3.3 35 25 12.3 +7.1
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -29 4.3 -0.9
VPU Vanguard Utilities ETF 3.2 9 51 5.6 +0.4
RUNN Running Oak Efficient Growth ETF 3.2 58 2 5.1 -0.1
ETEC iShares Breakthrough Environmental Solutions ETF 3.1 47 13 3.4 -1.8
RBLD First Trust Alerian US NextGen Infrastructure ETF 3.1 65 -5 4.2 -1.0
ISCG iShares Morningstar Small-Cap Growth ETF 3.1 6 54 2.8 -2.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.1 55 5 3.4 -1.8
SDY State Street SPDR S&P Dividend ETF 3.0 35 25 6.4 +1.2
VIS Vanguard Industrials ETF 3.0 9 51 3.9 -1.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 3.0 59 1 8.2 +3.0
FIDU Fidelity MSCI Industrial Index ETF 3.0 8 52 3.9 -1.3
IWS iShares Russell Mid-Cap Value ETF 3.0 23 37 6.1 +0.9
ZIG Acquirers Fund 3.0 84 -24 22.3 +17.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.9 12 48 6.0 +0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 2.9 20 40 7.7 +2.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.9 20 40 5.6 +0.4
ABEQ Absolute Select Value ETF 2.9 85 -25 4.6 -0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 56 17.7 +12.5
FVD First Trust Value Line Dividend Index Fund 2.9 65 -5 6.0 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -20 7.5 +2.2
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.8 40 20 6.0 +0.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 2.8 46 14 5.7 +0.5
STXM Strive Mid-Cap ETF 2.8 18 42 6.1 +0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.8 10 50 3.8 -1.5
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 2.8 57 3 2.3 -3.0
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.8 15 45 3.8 -1.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 42 3.8 -1.4
TPSC Timothy Plan US Small Cap Core ETF 2.8 52 8 6.8 +1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -10 2.3 -3.0
FUTY Fidelity MSCI Utilities Index ETF 2.8 8 52 5.6 +0.4
SNSR Global X Internet of Things ETF 2.8 68 -8 3.3 -1.9
PKB Invesco Building & Construction ETF 2.8 62 -2 4.3 -0.9
NUDV Nuveen ESG Dividend ETF 2.8 26 34 6.4 +1.1
PSCT Invesco S&P SmallCap Information Technology ETF 2.7 29 31 3.0 -2.2
SMOT VanEck Morningstar SMID Moat ETF 2.7 49 11 6.7 +1.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 2.7 40 20 5.8 +0.6
MAGA Point Bridge America First ETF 2.7 72 -12 5.5 +0.2
ACES ALPS Clean Energy ETF 2.7 55 5 -3.1 -8.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.7 20 40 5.9 +0.7
TMDV ProShares Russell US Dividend Growers ETF 2.6 35 25 6.5 +1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 2.6 12 48 6.2 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 50 4.3 -0.9
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 2.6 60 0 4.7 -0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 2.6 17 43 4.3 -1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.6 15 45 4.3 -0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.6 7 53 5.4 +0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 45 7.0 +1.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.6 35 25 6.8 +1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.5 15 45 6.4 +1.2
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 35 6.1 +0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.5 35 25 6.6 +1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 10 8.2 +3.0
BFOR ALPS Barron's 400 ETF 2.5 65 -5 22.1 +16.9
CZAR Themes Natural Monopoly ETF 2.5 35 25 5.3 +0.1
DON WisdomTree U.S. MidCap Dividend Fund 2.5 38 22 8.5 +3.3
CNRG State Street SPDR S&P Kensho Clean Power ETF 2.5 45 15 0.1 -5.2
IDU iShares U.S. Utilities ETF 2.5 40 20 5.0 -0.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.5 58 2 3.1 -2.1
BDIV AAM Brentview Dividend Growth ETF 2.5 49 11 3.8 -1.4
FPAG FPA Global Equity ETF 2.5 49 11 5.8 +0.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.4 75 -15 4.2 -1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.4 60 0 7.0 +1.8
XMLV Invesco S&P MidCap Low Volatility ETF 2.4 25 35 7.2 +2.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 43 5.0 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 2.4 15 45 6.7 +1.5
DIVE Dana Concentrated Dividend ETF 2.4 65 -5 6.8 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.4 52 8 5.1 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 54 3.4 -1.9
MDEV First Trust Indxx Medical Devices ETF 2.4 70 -10 4.8 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 2.4 12 48 6.3 +1.1
MDY SPDR S&P Midcap 400 ETF Trust 2.4 23 37 6.2 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 18 5.6 +0.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 45 6.4 +1.1
ISCB iShares Morningstar Small-Cap ETF 2.3 4 56 5.5 +0.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 2.3 30 30 14.8 +9.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 2.3 29 31 4.0 -1.2
SIXS ETC 6 Meridian Small Cap Equity ETF 2.3 89 -29 8.2 +3.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.3 40 20 5.4 +0.2
MADE iShares U.S. Manufacturing ETF 2.3 40 20 3.8 -1.5
XLI Industrial Select Sector SPDR 2.3 8 52 3.9 -1.3
EZM WisdomTree U.S. MidCap Fund 2.3 38 22 8.3 +3.1
TOLL Tema Durable Quality ETF 2.3 75 -15 3.7 -1.5
SCHM Schwab U.S. Mid-Cap ETF 2.3 4 56 6.0 +0.8
IJH iShares Core S&P Mid-Cap ETF 2.3 5 55 6.3 +1.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.3 3 57 6.4 +1.1
IWR iShares Russell Midcap ETF 2.3 19 41 5.5 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 2.3 7 53 6.3 +1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 20 5.5 +0.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 25 5.5 +0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.2 18 42 5.2 -0.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.2 39 21 3.7 -1.5
IYJ iShares U.S. Industrials ETF 2.2 40 20 4.3 -0.9
FMDE Fidelity Enhanced Mid Cap ETF 2.2 23 37 5.4 +0.2
ISMD Inspire Small/Mid Cap ETF 2.2 54 6 5.1 -0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -20 6.3 +1.1
JPEF JPMorgan Equity Focus ETF 2.2 50 10 3.8 -1.4
JPSV JPMorgan Active Small Cap Value ETF 2.2 74 -14 7.5 +2.2
CAML Congress Large Cap Growth ETF 2.2 66 -6 2.5 -2.7
MXI iShares Global Materials ETF 2.2 41 19 6.1 +0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.2 15 45 6.4 +1.1
AVMC Avantis U.S. Mid Cap Equity ETF 2.2 18 42 6.3 +1.1
DFAS Dimensional U.S. Small Cap ETF 2.1 26 34 5.7 +0.5
VBR Vanguard Small Cap Value ETF 2.1 7 53 8.1 +2.9
NULV Nuveen ESG Large-Cap Value ETF 2.1 26 34 5.0 -0.2
JOET Virtus Terranova US Quality Momentum ETF 2.1 29 31 3.9 -1.3
ERTH Invesco MSCI Sustainable Future ETF 2.1 62 -2 3.6 -1.6
TMFG Motley Fool Global Opportunities ETF 2.1 85 -25 4.0 -1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 29 1.9 -3.3
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 43 6.7 +1.5
SUSA iShares MSCI USA ESG Select ETF 2.1 25 35 4.0 -1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.1 15 45 5.0 -0.2
MGMT Ballast Small/Mid Cap ETF 2.1 110 -50 7.7 +2.5
FRNW Fidelity Clean Energy ETF 2.1 39 21 2.2 -3.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 53 6.3 +1.1
IJR iShares Core S&P Small Cap ETF 2.1 6 54 6.5 +1.2
XLU Utilities Select Sector SPDR 2.0 8 52 5.5 +0.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 57 6.5 +1.3
GVLU Gotham 1000 Value ETF 2.0 50 10 8.3 +3.1
SMRI Bushido Capital US Equity ETF 2.0 71 -11 7.1 +1.9
VOT Vanguard Mid-Cap Growth ETF 2.0 7 53 3.2 -2.0
FTCS First Trust Capital Strength ETF 2.0 55 5 5.9 +0.7
VXF Vanguard Extended Market ETF 2.0 5 55 3.8 -1.4
SAGP Strategas Global Policy Opportunities ETF 2.0 65 -5 5.1 -0.2
USRD Themes US R&D Champions ETF 2.0 29 31 4.1 -1.1
TAX Cambria Tax Aware ETF 2.0 49 11 4.2 -1.1
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 40 7.9 +2.6
FTDS First Trust Dividend Strength ETF 2.0 70 -10 7.2 +2.0
PBD Invesco Global Clean Energy ETF 1.9 75 -15 0.4 -4.8
FSGS First Trust SMID Growth Strength ETF 1.9 60 0 5.0 -0.2
VO Vanguard Mid-Cap ETF 1.9 4 56 21.6 +16.3
IJJ iShares S&P Mid-Cap 400 Value ETF 1.9 18 42 8.3 +3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.9 15 45 8.3 +3.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.9 60 0 6.5 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.9 10 50 8.3 +3.1
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 35 5.4 +0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.9 38 22 5.2 -0.0
VOE Vanguard Mid-Cap Value ETF 1.9 7 53 6.9 +1.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.9 20 40 0.8 -4.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.9 40 20 6.6 +1.3
VFMV Vanguard U.S. Minimum Volatility ETF 1.9 13 47 5.8 +0.6
VUSV Vanguard Wellington U.S. Value Active ETF 1.9 30 30 5.7 +0.5
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -20 4.2 -1.0
SMMD iShares Russell 2500 ETF 1.8 15 45 5.7 +0.5
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -2 1.6 -3.6
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 1 7.9 +2.7
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 56 5.2 +0.0
POWR iShares U.S. Power Infrastructure ETF 1.8 40 20 4.5 -0.8
VB Vanguard Small-Cap ETF 1.8 5 55 5.4 +0.1
MDCP VictoryShares THB Mid Cap ESG ETF 1.8 55 5 5.0 -0.2
CALF Pacer US Small Cap Cash Cows 100 ETF 1.8 59 1 8.6 +3.4
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 47 5.5 +0.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 35 6.3 +1.1
DES WisdomTree U.S. SmallCap Dividend Fund 1.8 38 22 8.3 +3.1
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.8 12 48 3.4 -1.8
DBSC Deepwater Beachfront Small Cap ETF 1.7 85 -25 1.2 -4.0
TMFX Motley Fool Next Index ETF 1.7 50 10 2.8 -2.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.7 20 40 6.2 +0.9
FLV American Century Focused Large Cap Value ETF 1.7 42 18 6.0 +0.8
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 40 7.7 +2.5
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.7 79 -19 3.8 -1.5
IWO iShares Russell 2000 Growth ETF 1.7 24 36 0.5 -4.7
ISCV iShares Morningstar Small Cap Value ETF 1.7 6 54 7.9 +2.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.7 29 31 6.9 +1.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.7 59 1 4.4 -0.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.7 20 40 9.1 +3.9
NULC Nuveen ESG Large-Cap ETF 1.7 21 39 3.9 -1.3
XOEF iShares S&P 500 ex S&P 100 ETF 1.7 20 40 4.8 -0.5
SIZE iShares MSCI USA Size Factor ETF 1.7 15 45 5.6 +0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 2 5.2 0.0
BRIF FIS Bright Portfolios Focused Equity ETF 1.6 65 -5 3.3 -1.9
FELV Fidelity Enhanced Large Cap Value ETF 1.6 18 42 5.4 +0.2
RSP Invesco S&P 500 Equal Weight ETF 1.6 20 40 6.0 +0.8
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.6 46 14 7.8 +2.6
VSDA VictoryShares Dividend Accelerator ETF 1.6 35 25 6.7 +1.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.6 39 21 8.1 +2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.6 10 50 3.7 -1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 36 6.1 +0.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.6 58 2 -2.0 -7.2
HOMZ Hoya Capital Housing ETF 1.6 30 30 11.5 +6.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.5 38 22 9.2 +4.0
EUSA iShares MSCI USA Equal Weighted ETF 1.5 9 51 5.6 +0.4
SCHA Schwab U.S. Small-Cap ETF 1.5 4 56 4.5 -0.7
CCNR ALPS CoreCommodity Natural Resources ETF 1.5 39 21 8.4 +3.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 40 6.3 +1.1
AIPO Defiance AI & Power Infrastructure ETF 1.5 69 -9 0.9 -4.3
ROUS Hartford Multifactor US Equity ETF 1.5 19 41 5.5 +0.2
PSC Principal U.S. Small-Cap ETF 1.5 38 22 3.7 -1.6
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 21 7.6 +2.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.5 40 20 7.1 +1.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.4 18 42 5.5 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.4 54 6 6.1 +0.8
FDLO Fidelity Low Volatility Factor ETF 1.4 15 45 4.9 -0.3
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.4 35 25 9.4 +4.1
RCGE RockCreek Global Equality ETF 1.4 95 -35 6.3 +1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.4 9 51 5.3 +0.1
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 35 4.6 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 21 2.2 -3.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 36 7.5 +2.2
VTWG Vanguard Russell 2000 Growth ETF 1.4 10 50 0.7 -4.5
JEPI JPMorgan Equity Premium Income ETF 1.4 35 25 5.3 +0.1
VBK Vanguard Small-Cap Growth ETF 1.4 7 53 1.3 -3.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 25 6.2 +1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 40 4.0 -1.2
LRGC AB US Large Cap Strategic Equities ETF 1.4 48 12 3.8 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 46 4.2 -1.1
IJS iShares S&P Small-Cap 600 Value ETF 1.4 18 42 9.1 +3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 10 50 9.1 +3.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -7 8.9 +3.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.4 15 45 9.2 +3.9
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -15 5.6 +0.4
PTL Inspire 500 ETF 1.3 9 51 4.6 -0.6
IGV iShares Expanded Tech-Software Sector ETF 1.3 41 19 3.1 -2.2
IWM iShares Russell 2000 ETF 1.3 19 41 2.7 -2.5
RSSL Global X Russell 2000 ETF 1.3 8 52 2.8 -2.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.3 18 42 7.1 +1.9
VTWO Vanguard Russell 2000 ETF 1.3 7 53 2.8 -2.4
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 42 4.7 -0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.3 29 31 6.6 +1.4
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 18 6.3 +1.0
NUSC Nuveen ESG Small-Cap ETF 1.3 31 29 5.1 -0.1
SSPY Syntax Stratified LargeCap ETF 1.3 30 30 6.2 +0.9
SURE AdvisorShares Insiders Advantage ETF 1.3 90 -30 7.9 +2.6
EXI iShares Global Industrials ETF 1.3 42 18 3.7 -1.5
JXI iShares Global Utilities ETF 1.3 43 17 5.7 +0.5
VIG Vanguard Dividend Appreciation ETF 1.2 5 55 5.1 -0.2
AFLG First Trust Active Factor Large Cap ETF 1.2 55 5 5.0 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 54 7.1 +1.8
EMLP First Trust North American Energy Infrastructure Fund 1.2 95 -35 5.0 -0.2
WSML iShares MSCI World Small-Cap ETF 1.2 15 45 5.5 +0.2
DXUV Dimensional US Vector Equity ETF 1.2 28 32 5.2 +0.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.2 60 0 4.7 -0.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.2 49 11 2.8 -2.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 48 4.5 -0.8
AKAF The Frontier Economic Fund 1.2 20 40 5.6 +0.3
FBCV Fidelity Blue Chip Value ETF 1.2 59 1 5.7 +0.4
COWZ Pacer US Cash Cows 100 ETF 1.2 49 11 7.6 +2.4
VAMO Cambria Value & Momentum ETF 1.2 61 -1 5.5 +0.2
PRXV Praxis Impact Large Cap Value ETF 1.2 36 24 5.6 +0.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 11 7.7 +2.5
BLES Inspire Global Hope ETF 1.2 61 -1 5.9 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.2 9 51 3.7 -1.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 1 5.1 -0.1
FLDZ RiverNorth Patriot ETF 1.2 75 -15 6.4 +1.2
MNZL Manzil Russell Halal USA Broad MarketETF 1.1 40 20 3.8 -1.4
FLRG Fidelity U.S. Multifactor ETF 1.1 15 45 6.0 +0.8
BUL Pacer US Cash Cows Growth ETF 1.1 60 0 3.5 -1.7
EQIN Columbia US Equity Income ETF 1.1 35 25 6.3 +1.1
BIBL Inspire 100 ETF 1.1 35 25 4.2 -1.0
USMV iShares MSCI USA Min Vol Factor ETF 1.1 15 45 5.4 +0.2
FXL First Trust Technology AlphaDEX Fund 1.1 61 -1 4.6 -0.6
DTEC ALPS Disruptive Technologies ETF 1.1 50 10 3.5 -1.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.1 25 35 10.6 +5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -4 1.3 -3.9
LCLG Logan Capital Broad Innovative Growth ETF 1.1 99 -39 3.1 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -5 5.0 -0.2
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -35 2.0 -3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 42 3.1 -2.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.1 17 43 4.7 -0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.1 4 56 16.1 +10.9
EMIF iShares Emerging Markets Infrastructure ETF 1.1 60 0 2.9 -2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 25 4.8 -0.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 40 5.8 +0.5
VFMF Vanguard U.S. Multifactor ETF 1.1 18 42 6.5 +1.3
STXK Strive Small-Cap ETF 1.0 18 42 5.3 +0.1
CHGX AXS Change Finance ESG ETF 1.0 49 11 4.3 -0.9
AGRW Allspring LT Large Growth ETF 1.0 35 25 3.5 -1.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 32 5.1 -0.2
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -16 3.2 -2.0
VONV Vanguard Russell 1000 Value ETF 1.0 7 53 5.4 +0.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 0 3.3 -2.0
IWD iShares Russell 1000 Value ETF 1.0 19 41 5.3 +0.0
DCOR Dimensional US Core Equity 1 ETF 1.0 14 46 4.6 -0.6
IUSV iShares Core S&P US Value ETF 1.0 4 56 5.9 +0.7
PBW Invesco WilderHill Clean Energy ETF 1.0 66 -6 -3.4 -8.6
EIPI FT Energy Income Partners Enhanced Income ETF 1.0 110 -50 5.7 +0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -10 10.0 +4.7
NULG Nuveen ESG Large-Cap Growth ETF 1.0 26 34 3.0 -2.2
PSCM Invesco S&P SmallCap Materials ETF 1.0 29 31 10.5 +5.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 30 4.0 -1.2
ACSG American Century Small Cap Growth Insights ETF 1.0 49 11 4.9 -0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.0 10 50 4.2 -1.0
MVAL VanEck Morningstar Wide Moat Value ETF 1.0 49 11 6.6 +1.4
DGRO iShares Core Dividend Growth ETF 1.0 8 52 5.7 +0.5
DFUV Dimensional US Marketwide Value ETF 1.0 22 38 6.0 +0.8
JHML John Hancock Multifactor Large Cap ETF 1.0 29 31 4.5 -0.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.9 4 56 5.8 +0.6
EQL Alps Equal Sector Weight ETF 0.9 25 35 5.3 +0.0
GVUS Marketbeta Russell 1000 Value Equity ETF 0.9 12 48 5.3 +0.1
IVE iShares S&P 500 Value ETF 0.9 18 42 5.6 +0.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.9 60 0 -0.9 -6.1
STXD Strive 1000 Dividend Growth ETF 0.9 35 25 4.6 -0.7
DSI iShares MSCI KLD 400 Social ETF 0.9 25 35 4.1 -1.1
ESGU iShares ESG Aware MSCI USA ETF 0.9 15 45 4.2 -1.1
ROE Astoria US Quality Kings ETF 0.9 49 11 5.3 +0.1
IWN iShares Russell 2000 Value ETF 0.9 24 36 4.8 -0.4
REVS Columbia Research Enhanced Value ETF 0.9 19 41 6.5 +1.3
VTWV Vanguard Russell 2000 Value ETF 0.9 10 50 5.0 -0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.9 50 10 3.5 -1.7
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 38 5.0 -0.2
VOOV Vanguard S&P 500 Value ETF 0.9 7 53 5.8 +0.5
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 50 3.8 -1.4
LRGF iShares U.S. Equity Factor ETF 0.9 8 52 4.6 -0.7
ZECP Zacks Earnings Consistent Portfolio ETF 0.9 55 5 4.2 -1.0
PFM Invesco Dividend Achievers ETF 0.9 53 7 4.8 -0.4
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 47 1.7 -3.5
VALQ American Century U.S. Quality Value ETF 0.9 29 31 7.3 +2.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 0 7.7 +2.5
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 28 5.5 +0.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 21 7.4 +2.2
TMAT Main Thematic Innovation ETF 0.8 164 -104 -1.9 -7.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 0 6.5 +1.3
EES WisdomTree U.S. SmallCap Fund 0.8 38 22 7.9 +2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.8 10 50 4.2 -1.0
SVAL iShares US Small Cap Value Factor ETF 0.8 20 40 7.1 +1.8
PID Invesco International Dividend Achievers ETF 0.8 53 7 4.5 -0.7
DFVX Dimensional US Large Cap Vector ETF 0.8 22 38 5.3 +0.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -1 5.3 +0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.8 9 51 4.4 -0.9
FFND Future Fund Active ETF 0.8 100 -40 4.5 -0.7
PY Principal Value ETF 0.8 15 45 7.1 +1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.8 15 45 4.2 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 40 4.7 -0.5
WCEO Hypatia Women CEO ETF 0.8 85 -25 4.7 -0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.8 35 25 3.4 -1.8
USMF WisdomTree U.S. Multifactor Fund 0.8 28 32 6.8 +1.5
XSW State Street SPDR S&P Software & Services ETF 0.8 35 25 2.5 -2.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.8 20 40 4.2 -1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 21 7.5 +2.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -13 9.9 +4.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.7 15 45 5.0 -0.2
DIVG Invesco S&P 500 High Dividend Growers ETF 0.7 39 21 7.6 +2.4
EIPX FT Energy Income Partners Strategy ETF 0.7 95 -35 6.0 +0.8
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 45 4.4 -0.8
DFAU Dimensional US Core Equity Market ETF 0.7 12 48 4.3 -0.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.7 9 51 4.2 -1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 15 3.6 -1.6
HDUS Hartford Disciplined US Equity ETF 0.7 19 41 4.8 -0.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.7 75 -15 6.0 +0.8
QLTY GMO U.S. Quality ETF 0.7 50 10 3.9 -1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.7 71 -11 -0.6 -5.8
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 0 3.6 -1.7
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 50 4.2 -1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 31 5.7 +0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.7 20 40 4.3 -1.0
HLAL Wahed FTSE USA Shariah ETF 0.7 50 10 3.5 -1.7
FESM Fidelity Enhanced Small Cap ETF 0.7 28 32 2.3 -3.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.7 50 10 4.9 -0.4
VTV Vanguard Value ETF 0.7 4 56 5.9 +0.6
XLV Health Care Select Sector SPDR 0.7 8 52 6.4 +1.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 42 3.4 -1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 25 3.3 -2.0
DUHP Dimensional US High Profitability ETF 0.6 21 39 5.4 +0.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 20 3.7 -1.5
IYH iShares U.S. Healthcare ETF 0.6 40 20 5.6 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 0.6 30 30 5.2 -0.0
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 48 4.9 -0.3
AVSU Avantis Responsible U.S. Equity ETF 0.6 15 45 4.9 -0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -35 -0.5 -5.7
CGGO Capital Group Global Growth Equity ETF 0.6 47 13 4.1 -1.1
JGLO JPMorgan Global Select Equity ETF 0.6 33 27 4.3 -0.9
WTV WisdomTree US Value ETF 0.6 12 48 8.0 +2.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 0.6 40 20 3.5 -1.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 57 4.4 -0.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 40 -3.4 -8.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 28 3.9 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 0.6 4 56 5.8 +0.5
VTI Vanguard Total Stock Market ETF 0.6 3 57 4.1 -1.1
DFUS Dimensional U.S. Equity ETF 0.6 9 51 4.1 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.6 3 57 4.1 -1.1
IWV iShares Russell 3000 ETF 0.6 20 40 4.0 -1.2
VTHR Vanguard Russell 3000 ETF 0.6 7 53 4.1 -1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.6 47 13 5.3 +0.1
VYM Vanguard High Dividend Yield Index ETF 0.6 6 54 6.3 +1.1
DSPY Tema S&P 500 Historical Weight ETF 0.6 18 42 4.4 -0.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.6 11 49 4.2 -1.1
RECS Columbia Research Enhanced Core ETF 0.6 15 45 5.2 +0.0
FEGE First Eagle Global Equity ETF 0.6 79 -19 6.1 +0.9
LOWV AB US Low Volatility Equity ETF 0.6 48 12 4.4 -0.8
TOPC iShares S&P 500 3% Capped ETF 0.6 15 45 4.4 -0.8
VHT Vanguard Health Care ETF 0.6 9 51 4.9 -0.3
STXG Strive 1000 Growth ETF 0.6 18 42 3.3 -2.0
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 48 6.7 +1.5
FHLC Fidelity MSCI Health Care Index ETF 0.6 8 52 5.1 -0.1
ILCG iShares Morningstar Growth ETF 0.5 4 56 3.2 -2.1
AQEC AQE Core ETF 0.5 49 11 5.2 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 0.5 9 51 5.1 -0.1
VONE Vanguard Russell 1000 ETF 0.5 7 53 4.2 -1.0
IYY iShares Dow Jones U.S. ETF 0.5 20 40 4.1 -1.2
SFGV Sequoia Global Value ETF 0.5 23 37 7.2 +2.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.5 49 11 4.5 -0.7
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 32 8.8 +3.6
IWB iShares Russell 1000 ETF 0.5 15 45 4.2 -1.1
ENHU iShares Enhanced Large Cap Core Active ETF 0.5 22 38 4.1 -1.1
XMAG Defiance Large Cap ex-Mag 7 ETF 0.5 35 25 4.3 -0.9
QUVU Hartford Quality Value ETF 0.5 46 14 5.4 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 0.5 34 26 5.6 +0.4
SNPE Xtrackers S&P 500 ESG ETF 0.5 10 50 4.3 -0.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 0.5 49 11 4.8 -0.4
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 45 5.9 +0.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.5 38 22 3.9 -1.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 45 7.7 +2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.5 25 35 4.9 -0.3
FCPI Fidelity Stocks for Inflation ETF 0.5 15 45 5.8 +0.6
DTD WisdomTree U.S. Total Dividend Fund 0.5 28 32 5.8 +0.6
MODL VictoryShares WestEnd U.S. Sector ETF 0.5 42 18 4.0 -1.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.5 12 48 3.3 -1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.5 12 48 6.3 +1.0
VDIG Vanguard Wellington Dividend Growth Active ETF 0.5 40 20 4.6 -0.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.5 25 35 6.2 +1.0
AVUS Avantis U.S. Equity ETF 0.5 15 45 4.8 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 0.5 75 -15 4.8 -0.4
IXJ iShares Global Healthcare ETF 0.5 42 18 6.3 +1.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 11 7.3 +2.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.5 19 41 4.7 -0.5
ACVF American Conservative Values ETF 0.5 75 -15 3.7 -1.5
SCHB Schwab U.S. Broad Market ETF 0.5 3 57 4.2 -1.0
STXV Strive 1000 Value ETF 0.5 18 42 7.0 +1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.5 60 0 9.4 +4.1
CHRI Global X S&P 500 Christian Values ETF 0.5 29 31 3.9 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.5 29 31 4.1 -1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.5 27 33 6.9 +1.7
KROP Global X AgTech & Food Innovation ETF 0.5 50 10 6.6 +1.4
NIXT Research Affiliates Deletions ETF 0.5 9 51 6.3 +1.1
SCHK Schwab 1000 Index ETF 0.5 5 55 4.3 -1.0
TRFM AAM Transformers ETF 0.5 49 11 1.0 -4.3
SPYM State Street SPDR Portfolio S&P 500 ETF 0.5 2 58 4.2 -1.0
SPY SPDR S&P 500 ETF 0.5 9 51 4.2 -1.1
IVV iShares Core S&P 500 ETF 0.5 3 57 4.2 -1.0
SPXN ProShares S&P 500 Ex-Financials ETF 0.5 9 51 4.0 -1.2
VOTE TCW Transform 500 ETF 0.5 5 55 4.1 -1.1
PBUS Invesco MSCI USA ETF 0.5 4 56 4.2 -1.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.4 58 2 3.6 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 40 4.2 -1.0
OALC OneAscent Large Cap Core ETF 0.4 86 -26 3.4 -1.8
XVV iShares ESG Screened S&P 500 ETF 0.4 8 52 4.1 -1.1
RAFE PIMCO RAFI ESG U.S. ETF 0.4 29 31 6.0 +0.8
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 51 4.1 -1.1
USEW Cambria US EW ETF 0.4 30 30 4.2 -1.0
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -30 3.1 -2.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.4 35 25 5.0 -0.2
IUS Invesco RAFI Strategic US ETF 0.4 19 41 5.5 +0.3
TXS Texas Capital Texas Equity Index ETF 0.4 49 11 4.9 -0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 35 7.9 +2.6
VV Vanguard Large-Cap ETF 0.4 4 56 4.1 -1.1
VSLU Applied Finance Valuation Large Cap ETF 0.4 49 11 4.9 -0.3
SCHX Schwab U.S. Large-Cap ETF 0.4 3 57 4.3 -1.0
MGK Vanguard Mega Cap Growth ETF 0.4 7 53 17.3 +12.1
VFVA Vanguard U.S. Value Factor ETF 0.4 13 47 9.2 +4.0
HART IQ Healthy Hearts ETF 0.4 45 15 6.0 +0.8
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 35 8.1 +2.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.4 7 53 4.4 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 0.4 18 42 4.3 -0.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.4 20 40 4.0 -1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 0.4 18 42 3.9 -1.3
IWC iShares Micro-Cap ETF 0.4 60 0 -1.4 -6.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.4 2 58 4.2 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.4 0 60 12.5 +7.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.4 25 35 6.2 +0.9
ILCB iShares Morningstar U.S. Equity ETF 0.4 3 57 4.1 -1.1
VOO Vanguard S&P 500 ETF 0.4 3 57 4.2 -1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.4 8 52 4.4 -0.9
GXLC Global X U.S. 500 ETF 0.4 2 58 4.1 -1.1
SPXE ProShares S&P 500 Ex-Energy ETF 0.4 9 51 4.1 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 56 3.3 -1.9
DFLV Dimensional US Large Cap Value ETF 0.4 22 38 6.1 +0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 0.4 11 49 4.3 -0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.4 7 53 4.1 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 0.4 50 10 6.5 +1.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 11 5.1 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 0.4 9 51 3.9 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.4 29 31 4.1 -1.2
IQM Franklin Intelligent Machines ETF 0.4 50 10 1.1 -4.1
GSPY Gotham Enhanced 500 ETF 0.4 50 10 4.3 -0.9
VT Vanguard Total World Stock ETF 0.4 6 54 5.0 -0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 0.4 28 32 5.5 +0.3
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -40 3.0 -2.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.4 12 48 3.9 -1.4
ITAN Sparkline Intangible Value ETF 0.4 50 10 5.7 +0.5
GQQQ Astoria US Quality Growth Kings ETF 0.4 35 25 3.3 -1.9
EBI Longview Advantage ETF 0.4 35 25 5.9 +0.7
VLUE iShares MSCI USA Value Factor ETF 0.4 15 45 6.1 +0.9
RAUS RACWI US ETF 0.4 15 45 4.1 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 0.4 9 51 4.4 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.4 15 45 4.6 -0.6
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 25 4.0 -1.2
KLMN Invesco MSCI North America Climate ETF 0.4 9 51 4.3 -0.9
AVUQ Avantis U.S. Quality ETF 0.4 15 45 3.7 -1.5
IGF iShares Global Infrastructure ETF 0.3 41 19 4.6 -0.6
TOK iShares MSCI Kokusai ETF 0.3 26 34 4.3 -0.9
GII SPDR S&P Global Infrastructure ETF 0.3 40 20 4.7 -0.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 18 4.0 -1.3
QDF FlexShares Quality Dividend Index Fund 0.3 37 23 5.4 +0.2
VGT Vanguard Information Technology ETF 0.3 9 51 23.9 +18.7
SFY SoFi Select 500 ETF 0.3 0 60 3.7 -1.5
PEXL Pacer US Export Leaders ETF 0.3 60 0 3.0 -2.2
URTH iShares MSCI World ETF 0.3 24 36 4.3 -0.9
APUE ActivePassive U.S. Equity ETF 0.3 45 15 3.9 -1.3
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 42 0.0 -5.2
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -46 10.5 +5.2
MFMO Motley Fool Momentum Factor ETF 0.3 50 10 2.1 -3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 51 4.8 -0.4
OPTZ Optimize Strategy Index ETF 0.3 50 10 3.4 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.3 49 11 3.6 -1.7
ACWI iShares MSCI ACWI ETF 0.3 32 28 4.6 -0.6
VUG Vanguard Growth ETF 0.3 4 56 20.9 +15.6
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 52 2.9 -2.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.3 43 17 5.3 +0.0
RWL Invesco S&P 500 Revenue ETF 0.3 39 21 5.8 +0.6
MFIG Motley Fool Innovative Growth Factor ETF 0.3 50 10 2.7 -2.6
VEGN US Vegan Climate ETF 0.3 60 0 3.3 -1.9
QGRO American Century U.S. Quality Growth ETF 0.3 29 31 4.1 -1.1
XLK Technology Select Sector SPDR 0.3 8 52 3.1 -2.1
FDL First Trust Morningstar Dividend Leaders Index Fund 0.3 45 15 9.4 +4.2
TMFC Motley Fool 100 Index ETF 0.3 50 10 2.9 -2.3
HDV iShares Core High Dividend ETF 0.3 8 52 30.1 +24.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 41 5.1 -0.1
EWC iShares MSCI Canada ETF 0.3 50 10 5.2 -0.1
ILCV iShares Morningstar Value ETF 0.3 4 56 5.3 +0.0
PRXG Praxis Impact Large Cap Growth ETF 0.3 36 24 3.2 -2.1
IWX iShares Russell Top 200 Value ETF 0.3 20 40 4.8 -0.4
FLCA Franklin FTSE Canada ETF 0.3 9 51 5.6 +0.3
BBCA JPMorgan BetaBuilders Canada ETF 0.3 19 41 5.5 +0.2
SFTY Horizon Managed Risk ETF 0.2 77 -17 3.4 -1.8
FQAL Fidelity Quality Factor ETF 0.2 15 45 4.9 -0.3
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 46 3.9 -1.4
KLMT Invesco MSCI Global Climate 500 ETF 0.2 10 50 4.9 -0.3
FTAG First Trust Indxx Global Agriculture ETF 0.2 70 -10 7.3 +2.0
DAK Dakota Active Equity ETF 0.2 43 17 3.8 -1.4
XT iShares Exponential Technologies ETF 0.2 46 14 3.8 -1.4
FDWM Fidelity Women's Leadership ETF 0.2 59 1 4.1 -1.2
STOX Horizon Core Equity ETF 0.2 70 -10 3.5 -1.7
EPS WisdomTree U.S. LargeCap Fund 0.2 8 52 4.7 -0.5
ROSC Hartford Multifactor Small Cap ETF 0.2 34 26 7.2 +2.0
IGM iShares Expanded Tech Sector ETF 0.2 41 19 2.6 -2.7
VEGI iShares MSCI Agriculture Producers ETF 0.2 39 21 7.5 +2.3
VUSE Vident U.S. Equity Strategy ETF 0.2 50 10 3.8 -1.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.2 47 13 7.6 +2.4
IYW iShares U.S. Technology ETF 0.2 40 20 2.8 -2.4
GQI Natixis Gateway Quality Income ETF 0.2 34 26 4.7 -0.5
SPHQ Invesco S&P 500 Quality ETF 0.2 15 45 4.8 -0.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.2 29 31 7.1 +1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 0 4.7 -0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 1 1.9 -3.4
DFSV Dimensional US Small Cap Value ETF 0.2 31 29 8.9 +3.7
DIVN Horizon Dividend Income ETF 0.2 70 -10 6.7 +1.5
GLOF iShares Global Equity Factor ETF 0.2 20 40 5.5 +0.3
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.2 12 48 5.4 +0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 48 3.6 -1.6
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 56 3.1 -2.1
AIEQ AI Powered Equity ETF 0.2 75 -15 3.8 -1.4
DIVB iShares Core Dividend ETF 0.2 5 55 6.7 +1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.2 25 35 5.5 +0.3
DEW WisdomTree Global High Dividend Fund 0.2 58 2 7.4 +2.2
GXPT Global X PureCap MSCI Information Technology ETF 0.2 25 35 3.1 -2.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 55 7.7 +2.4
IXN iShares Global Tech ETF 0.2 41 19 2.5 -2.7
QQQM Invesco NASDAQ 100 ETF 0.2 15 45 3.2 -2.0
QQQ Invesco QQQ Trust Series I 0.2 20 40 3.2 -2.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 39 2.9 -2.3
APIE ActivePassive International Equity ETF 0.1 45 15 6.5 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 0.1 50 10 4.1 -1.1
VIGI Vanguard International Dividend Appreciation ETF 0.1 10 50 6.1 +0.9
TEXN iShares Texas Equity ETF 0.1 20 40 5.0 -0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -15 3.2 -2.0
ALRG Allspring LT Large Core ETF 0.1 28 32 3.5 -1.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 0.1 25 35 4.2 -1.0
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.1 33 27 5.9 +0.7
MGC Vanguard Mega Cap ETF 0.1 7 53 3.9 -1.3
CLNR IQ Cleaner Transport ETF 0.1 45 15 4.0 -1.2
QQMG Invesco ESG NASDAQ 100 ETF 0.1 20 40 3.1 -2.1
JAVA JPMorgan Active Value ETF 0.1 44 16 5.5 +0.3
IWL iShares Russell Top 200 ETF 0.1 15 45 3.9 -1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 45 7.8 +2.5
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 11 6.1 +0.9
AVEM Avantis Emerging Markets Equity ETF 0.1 33 27 6.9 +1.7
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -5 3.4 -1.9
WRND IQ Global Equity R&D Leaders ETF 0.1 18 42 4.0 -1.2
QLC FlexShares US Quality Large Cap Index Fund 0.1 25 35 4.5 -0.7
CVAR Cultivar ETF 0.1 87 -27 7.0 +1.8
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 33 8.4 +3.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 21 6.7 +1.5
TRUT VanEck Technology TruSector ETF 0.1 13 47 3.7 -1.5
AVIE Avantis  Inflation Focused Equity ETF 0.1 25 35 6.0 +0.7
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 7 4.9 -0.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.1 30 30 4.1 -1.2
FBCG Fidelity Blue Chip Growth ETF 0.1 59 1 2.2 -3.0
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 37 3.1 -2.2
GEW Cambria Global EW ETF 0.1 29 31 5.4 +0.2
DHS WisdomTree U.S. High Dividend Fund 0.1 38 22 8.3 +3.1
GINN Goldman Sachs Innovate Equity ETF 0.1 52 8 3.7 -1.5
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.1 24 36 7.1 +1.8
IVW iShares S&P 500 Growth ETF 0.1 18 42 2.9 -2.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 56 3.1 -2.2
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.1 25 35 6.2 +1.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.0 41 19 6.8 +1.6
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 22 6.9 +1.7
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 25 6.9 +1.7
AVSD Avantis Responsible International Equity ETF 0.0 23 37 6.0 +0.8
AVDE Avantis International Equity ETF 0.0 23 37 6.3 +1.0
DFIS Dimensional International Small Cap ETF 0.0 39 21 6.2 +0.9
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.0 30 30 7.4 +2.2
BKIE BNY Mellon International Equity ETF 0.0 4 56 18.1 +12.9
IGRO iShares International Dividend Growth ETF 0.0 15 45 6.8 +1.6
SCHF Schwab International Equity ETF 0.0 6 54 5.9 +0.7
DIHP Dimensional International High Profitability ETF 0.0 29 31 5.9 +0.7
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 56 6.1 +0.8
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 18 3.5 -1.7
VEA Vanguard FTSE Developed Markets ETF 0.0 3 57 5.9 +0.7
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 30 6.4 +1.2
VXUS Vanguard Total International Stock ETF 0.0 5 55 6.6 +1.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 26 6.4 +1.1
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 57 5.8 +0.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 56 6.7 +1.5
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.0 18 42 6.4 +1.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 21 7.0 +1.8
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 19 5.9 +0.7
PKW Invesco Buyback Achievers ETF 0.0 62 -2 7.3 +2.0
IMFL Invesco International Developed Dynamic Multifactor ETF 0.0 34 26 5.3 +0.1
PINK Simplify Health Care ETF 0.0 50 10 0.9 -4.3
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 53 6.6 +1.4
VWO Vanguard FTSE Emerging Markets ETF 0.0 7 53 9.3 +4.0
WSGE Warren Street Global Equity ETF 0.0 80 -20 2.9 -2.3
DFAI Dimensional International Core Equity Market ETF 0.0 18 42 6.1 +0.9
DFIC Dimensional International Core Equity 2 ETF 0.0 23 37 6.3 +1.1
DFSI Dimensional International Sustainability Core 1 ETF 0.0 24 36 5.7 +0.5
VONG Vanguard Russell 1000 Growth ETF 0.0 7 53 3.8 -1.5
IWF iShares Russell 1000 Growth ETF 0.0 19 41 15.1 +9.8

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:		 Invesco Water Resources 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 17.8 %
Divided by: Fwd. P/BV 3.1 x
Less: Expense ratio 60 bp
Equals: ALTAR Score 5.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.