Hartford Multifactor Small Cap ETF
ALTAR
Score™		 7.2% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.9x P/Sales
ratio		 1.1x
P/BV
ratio		 1.9x Div.
yield		 2.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
ROSC tracks a rules-based index designed to provide exposure to small cap equities with less volatility than traditional cap-weighted indices.

FUND BASICS
Category US Equities
Fund Sponsor Hartford
Website www.hartfordfunds.com/funds/rosc.html
Inception date Mar 24, 2015
Assets (mns) $57
Currency USD
Expense ratio 34 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-End Investment Company
Custodian
Weighting Proprietary
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 314
Wgt avg mkt cap (mns) $2,319
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 40.0%
Small cap (<$2bn) 59.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CAREER EDUCATION CORP 1.9 %
CRANE HOLDINGS, CO. 1.2 %
GARRETT MOTION, INC. 1.2 %
ORGANON & CO. 1.1 %
CATALYST PHARMACEUTICAL PART 1.1 %
BRIGHTSPRING HEALTH SERVICES, INC. 1.1 %
INDIVIOR PHARMACEUTICALS INC ORDIN 1.1 %
MEDNAX INC 1.0 %
NATIONAL HEALTHCARE CORP 1.0 %
HARMONY BIOSCIENCES HOLDINGS, INC. 1.0 %
Total 11.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.6 %
BERMUDA 1.4 %
PUERTO RICO 0.9 %
CANADA 0.5 %
NETHERLANDS 0.3 %
BRITAIN 0.1 %
CAYMAN ISLANDS 0.1 %
IRELAND 0.1 %



HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
12.6% 32.0% 8.4% 10.7% 9.3%

Market Correlations
versus... Beta R-squared
S&P500 0.91 48%
MSCI EAFE 0.66 41%
MSCI Emg. Mkts. 0.42 29%

Technical Indicators
Recent close $52.90
30d moving avg. $52.41
Annualized volatility 19.1%
Short interest (ETF) 0.5%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 3
Turnover 0.3%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $3,915

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the Hartford Multifactor Small Cap ETF ETF based on the alternatives' overlap in portfolio holdings with ROSC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ROSC Expense: 34 bp ALTAR Score™: 7.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ROSC
Ticker Fund
Name		 Overlap1
vs ROSC
(%)		 Expense
ratio
(bp)		 Savings
vs ROSC
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ROSC
(%)
DES WisdomTree U.S. SmallCap Dividend Fund 29.6 38 -4 8.1 +1.0
FYT First Trust Small Cap Value AlphaDEX Fund 28.1 73 -39 9.9 +2.8
SQLV Royce Quant Small-Cap Quality Value ETF 26.5 60 -26 8.0 +0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 26.4 35 -1 6.6 -0.6
FYX First Trust Small Cap Core AlphaDEX Fund 26.1 61 -27 5.4 -1.8
AFSM First Trust Active Factor Small Cap ETF 24.9 75 -41 5.8 -1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 24.8 35 -1 6.1 -1.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 24.2 12 22 3.4 -3.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 23.6 29 5 6.4 -0.7
SVAL iShares US Small Cap Value Factor ETF 22.5 20 14 7.3 +0.1
AVSC Avantis U.S Small Cap Equity ETF 22.4 25 9 4.7 -2.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 22.4 38 -4 9.1 +2.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 21.9 25 9 7.7 +0.6
AVUV Avantis U.S. Small Cap Value ETF 20.5 25 9 8.0 +0.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 19.7 47 -13 7.7 +0.6
TPSC Timothy Plan US Small Cap Core ETF 19.3 52 -18 6.6 -0.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 19.0 15 19 9.0 +1.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 18.9 3 31 6.4 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 18.8 7 27 6.2 -0.9
IJS iShares S&P Small-Cap 600 Value ETF 18.7 18 16 8.9 +1.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 18.5 10 24 9.0 +1.8
IJR iShares Core S&P Small Cap ETF 18.5 6 28 6.3 -0.8
XJR iShares ESG Screened S&P Small-Cap ETF 18.2 12 22 6.2 -1.0
SIXS ETC 6 Meridian Small Cap Equity ETF 18.1 89 -55 8.1 +0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 18.0 15 19 6.2 -0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 17.9 9 25 3.7 -3.4
PSC Principal U.S. Small-Cap ETF 17.8 38 -4 3.7 -3.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 17.7 36 -2 8.3 +1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 17.6 20 14 4.0 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 17.1 39 -5 7.4 +0.3
XSLV Invesco S&P SmallCap Low Volatility ETF 16.9 25 9 7.4 +0.3
IWN iShares Russell 2000 Value ETF 16.5 24 10 4.8 -2.4
VTWV Vanguard Russell 2000 Value ETF 16.4 10 24 5.0 -2.2
VFMF Vanguard U.S. Multifactor ETF 15.4 18 16 6.6 -0.6
DFSV Dimensional US Small Cap Value ETF 15.1 31 3 8.8 +1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 14.8 80 -46 6.0 -1.1
DSMC Distillate Small/Mid Cash Flow ETF 14.8 55 -21 10.9 +3.7
XSHQ Invesco S&P SmallCap Quality ETF 14.5 29 5 6.9 -0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 14.4 10 24 3.7 -3.5
ISMD Inspire Small/Mid Cap ETF 14.3 54 -20 5.0 -2.2
DFAT Dimensional U.S. Targeted Value ETF 14.3 28 6 8.6 +1.5
FSMD Fidelity Small-Mid Multifactor ETF 14.1 15 19 6.5 -0.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 14.1 15 19 3.7 -3.4
IJT iShares S&P Small-Cap 600 Growth ETF 13.9 18 16 3.7 -3.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 13.8 39 -5 3.5 -3.6
FDM First Trust Dow Jones Select MicroCap Index Fund 13.6 60 -26 7.0 -0.1
FNDA Schwab Fundamental US Small Co. Index ETF 13.4 25 9 6.1 -1.0
GRPZ Invesco S&P SmallCap 600 GARP ETF 13.1 35 -1 6.2 -0.9
VAMO Cambria Value & Momentum ETF 12.9 61 -27 5.3 -1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 12.9 39 -5 2.3 -4.9
DEEP Roundhill Acquirers Deep Value ETF 12.9 80 -46 15.7 +8.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 12.7 20 14 5.8 -1.4
STXK Strive Small-Cap ETF 12.7 18 16 5.2 -1.9
RSSL Global X Russell 2000 ETF 12.2 8 26 2.7 -4.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 12.1 49 -15 8.0 +0.9
IWM iShares Russell 2000 ETF 12.0 19 15 2.6 -4.5
BKSE BNY Mellon US Small Cap Core Equity ETF 11.9 4 30 5.2 -1.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 11.8 59 -25 8.5 +1.3
FESM Fidelity Enhanced Small Cap ETF 11.6 28 6 2.3 -4.9
HAPS Harbor Human Capital Factor US Small Cap ETF 11.0 60 -26 3.4 -3.7
FYC First Trust Small Cap Growth AlphaDEX Fund 11.0 71 -37 -0.6 -7.8
DFAS Dimensional U.S. Small Cap ETF 10.8 26 8 5.6 -1.6
SYLD Cambria Shareholder Yield ETF 10.8 59 -25 10.4 +3.2
VTWO Vanguard Russell 2000 ETF 10.7 7 27 2.8 -4.4
PSCF Invesco S&P SmallCap Financials ETF 10.7 29 5 8.5 +1.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 10.6 35 -1 6.3 -0.8
ISCV iShares Morningstar Small Cap Value ETF 10.5 6 28 7.8 +0.6
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 10.3 35 -1 9.0 +1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 10.2 67 -33 8.7 +1.5
PSCH Invesco S&P SmallCap Health Care ETF 10.2 29 5 2.4 -4.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 10.2 60 -26 5.9 -1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 10.1 59 -25 4.3 -2.8
FDLS Inspire Fidelis Multi Factor ETF 9.9 76 -42 3.3 -3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 9.8 59 -25 9.0 +1.9
BFOR ALPS Barron's 400 ETF 9.7 65 -31 5.0 -2.2
ECML Euclidean Fundamental Value ETF 9.5 95 -61 8.9 +1.8
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 9.2 30 4 13.7 +6.6
IWC iShares Micro-Cap ETF 9.2 60 -26 -1.4 -8.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 9.2 55 -21 3.2 -4.0
XSMO Invesco S&P SmallCap Momentum ETF 9.1 39 -5 3.6 -3.6
VFVA Vanguard U.S. Value Factor ETF 9.1 13 21 9.4 +2.2
SCHA Schwab U.S. Small-Cap ETF 9.0 4 30 4.4 -2.8
AFMC First Trust Active Factor Mid Cap ETF 8.7 65 -31 7.0 -0.2
ETHO Etho Climate Leadership U.S. ETF 8.7 47 -13 4.2 -2.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 8.5 35 -1 7.2 0.0
JHSC John Hancock Multifactor Small Cap ETF 8.4 42 -8 6.0 -1.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 8.3 35 -1 3.1 -4.1
SMLF iShares U.S. SmallCap Equity Factor ETF 8.2 15 19 4.9 -2.2
RNMC First Trust Mid Cap US Equity Select ETF 8.1 60 -26 6.6 -0.5
FSCS First Trust SMID Capital Strength ETF 8.1 60 -26 7.1 -0.0
VFQY Vanguard U.S. Quality Factor ETF 8.0 13 21 5.5 -1.6
RNIN Bushido Capital US SMID Cap Equity ETF 8.0 70 -36 10.6 +3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 8.0 24 10 5.9 -1.2
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 8.0 29 5 8.7 +1.5
VBR Vanguard Small Cap Value ETF 8.0 7 27 7.9 +0.7
ISCB iShares Morningstar Small-Cap ETF 7.7 4 30 5.4 -1.8
SMDV ProShares Russell 2000 Dividend Growers ETF 7.5 40 -6 6.9 -0.2
SMCF Themes US Small Cap Cash Flow Champions ETF 7.2 29 5 9.9 +2.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 7.1 80 -46 6.9 -0.3
IWO iShares Russell 2000 Growth ETF 6.9 24 10 0.5 -6.7
QABA First Trust NASDAQ ABA Community Bank Index Fund 6.8 60 -26 7.9 +0.7
NUSC Nuveen ESG Small-Cap ETF 6.8 31 3 4.9 -2.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 6.5 60 -26 -0.9 -8.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 6.5 55 -21 8.8 +1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 6.5 30 4 2.6 -4.5
SMMD iShares Russell 2500 ETF 6.4 15 19 5.5 -1.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 6.3 17 17 4.9 -2.2
VXF Vanguard Extended Market ETF 6.3 5 29 3.7 -3.4
PSCI Invesco S&P SmallCap Industrials ETF 6.3 29 5 4.6 -2.6
KRE State Street SPDR S&P Regional Banking ETF 6.2 35 -1 8.6 +1.4
WCEO Hypatia Women CEO ETF 6.2 85 -51 4.7 -2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.9 48 -14 8.0 +0.8
SMOX Horizon Small/Mid Cap Core Equity ETF 5.9 75 -41 5.3 -1.8
VTWG Vanguard Russell 2000 Growth ETF 5.8 10 24 0.6 -6.5
QQQS Invesco NASDAQ Future Gen 200 ETF 5.6 20 14 -3.6 -10.8
XRT State Street SPDR S&P Retail ETF 5.6 35 -1 7.8 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 5.5 60 -26 6.2 -0.9
XPH State Street SPDR S&P Pharmaceuticals ETF 5.5 35 -1 -1.8 -9.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.4 30 4 3.7 -3.5
VRAI Virtus Real Asset Income ETF 5.4 55 -21 8.3 +1.1
PSCT Invesco S&P SmallCap Information Technology ETF 5.2 29 5 3.0 -4.1
VB Vanguard Small-Cap ETF 5.1 5 29 5.2 -2.0
XHS State Street SPDR S&P Health Care Services ETF 5.1 35 -1 3.7 -3.5
ABLS Abacus FCF Small Cap Leaders ETF 5.1 59 -25 4.5 -2.6
RNSC Furst Trust Small Cap US Equity Select ETF 5.1 60 -26 4.6 -2.5
FSGS First Trust SMID Growth Strength ETF 5.1 60 -26 4.9 -2.2
VFMO Vanguard U.S. Momentum Factor ETF 5.1 13 21 1.7 -5.5
GVLU Gotham 1000 Value ETF 5.0 50 -16 8.3 +1.1
LST Leuthold Select Industries ETF 5.0 91 -57 4.7 -2.4
NIXT Research Affiliates Deletions ETF 4.8 9 25 6.6 -0.6
WSML iShares MSCI World Small-Cap ETF 4.8 15 19 5.3 -1.8
DXUV Dimensional US Vector Equity ETF 4.8 28 6 5.2 -1.9
EZM WisdomTree U.S. MidCap Fund 4.7 38 -4 8.0 +0.8
DBSC Deepwater Beachfront Small Cap ETF 4.6 85 -51 1.1 -6.0
JPSV JPMorgan Active Small Cap Value ETF 4.6 74 -40 7.5 +0.3
DHS WisdomTree U.S. High Dividend Fund 4.6 38 -4 8.1 +1.0
ISCG iShares Morningstar Small-Cap Growth ETF 4.6 6 28 2.7 -4.4
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 4.5 60 -26 5.6 -1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.4 64 -30 1.3 -5.9
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 4.4 29 5 3.7 -3.5
FNK First Trust Mid Cap Value AlphaDEX Fund 4.2 70 -36 9.7 +2.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 4.2 40 -6 3.7 -3.5
DIV Global X SuperDividend US ETF 4.1 45 -11 9.8 +2.6
EBI Longview Advantage ETF 3.7 35 -1 5.9 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.7 13 21 5.7 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 10 7.1 -0.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.5 70 -36 2.1 -5.1
CVY Invesco Zacks Multi-Asset Income ETF 3.4 106 -72 10.0 +2.9
PJP Invesco Pharmaceuticals ETF 3.4 57 -23 7.0 -0.2
MVPA Miller Value Partners Appreciation ETF 3.4 60 -26 10.4 +3.3
JVAL JPMorgan U.S. Value Factor ETF 3.4 12 22 6.7 -0.4
IHE iShares U.S. Pharmaceuticals ETF 3.3 40 -6 4.7 -2.5
MGMT Ballast Small/Mid Cap ETF 3.2 110 -76 7.5 +0.3
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.2 61 -27 6.0 -1.1
IHF iShares U.S. Healthcare Providers ETF 3.2 40 -6 7.1 -0.1
PBJ Invesco Food & Beverage ETF 3.1 57 -23 7.9 +0.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 3.1 27 7 6.5 -0.6
XSW State Street SPDR S&P Software & Services ETF 3.1 35 -1 2.8 -4.4
OSCV Opus Small Cap Value ETF 3.0 79 -45 5.9 -1.2
FVD First Trust Value Line Dividend Index Fund 3.0 65 -31 5.8 -1.4
RWK Invesco S&P MidCap 400 Revenue ETF 3.0 39 -5 7.8 +0.6
ASCE Allspring SMID Core ETF 2.9 38 -4 2.9 -4.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.9 20 14 0.8 -6.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.9 25 9 4.9 -2.3
KBE State Street SPDR S&P Bank ETF 2.8 35 -1 8.7 +1.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.8 10 24 8.0 +0.9
TXS Texas Capital Texas Equity Index ETF 2.8 49 -15 5.0 -2.1
FPX First Trust US Equity Opportunities ETF 2.7 61 -27 0.8 -6.4
KIE State Street SPDR S&P Insurance ETF 2.7 35 -1 6.9 -0.2
TCV Towle Value ETF 2.7 85 -51 9.3 +2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 2.7 18 16 7.9 +0.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.7 15 19 7.9 +0.8
XHE State Street SPDR S&P Health Care Equipment ETF 2.7 35 -1 3.9 -3.3
PPTY US Diversified Real Estate ETF 2.6 53 -19 7.4 +0.2
DON WisdomTree U.S. MidCap Dividend Fund 2.6 38 -4 8.2 +1.0
VCR Vanguard Consumer Discretionary ETF 2.5 9 25 4.5 -2.7
GQRE FlexShares Global Quality Real Estate Index Fund 2.5 45 -11 7.3 +0.1
USRT iShares Core U.S. REIT ETF 2.5 8 26 6.9 -0.3
SCHH Schwab U.S. REIT ETF 2.5 7 27 7.1 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 14 6.1 -1.1
IAK iShares U.S. Insurance ETF 2.5 40 -6 7.0 -0.1
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 2.5 11 23 7.0 -0.2
RFV Invesco S&P Midcap 400 Pure Value ETF 2.5 35 -1 11.2 +4.0
DEW WisdomTree Global High Dividend Fund 2.5 58 -24 7.2 +0.1
WBIY WBI Power Factor High Dividend ETF 2.5 100 -66 12.2 +5.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.5 17 17 4.7 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.5 29 5 5.6 -1.6
VNQ Vanguard Real Estate ETF 2.4 13 21 6.7 -0.5
SURE AdvisorShares Insiders Advantage ETF 2.4 90 -56 7.8 +0.7
SAGP Strategas Global Policy Opportunities ETF 2.4 65 -31 4.9 -2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 19 6.1 -1.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 2.4 29 5 8.3 +1.1
DFAR Dimensional US Real Estate ETF 2.4 19 15 7.1 -0.1
PBE Invesco Biotechnology & Genome ETF 2.4 58 -24 1.8 -5.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.4 56 -22 6.8 -0.3
WDIV SPDR S&P Global Dividend ETF 2.4 40 -6 9.1 +1.9
FRI First Trust S&P REIT Index Fund 2.4 50 -16 6.4 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -61 -0.5 -7.7
IBRN iShares Neuroscience and Healthcare ETF 2.3 47 -13 0.0 -7.2
FREL Fidelity MSCI Real Estate Index ETF 2.3 8 26 6.9 -0.2
RWR State Street SPDR Dow Jones REIT ETF 2.2 25 9 6.6 -0.5
PKW Invesco Buyback Achievers ETF 2.2 62 -28 7.4 +0.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.2 52 -18 8.8 +1.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.2 56 -22 9.8 +2.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.2 25 9 11.1 +4.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.2 60 -26 6.9 -0.2
BBP Virtus LifeSci Biotech Products ETF 2.2 79 -45 -4.1 -11.3
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.2 60 -26 0.8 -6.4
XMVM Invesco S&P MidCap Value with Momentum ETF 2.2 39 -5 7.5 +0.3
QDF FlexShares Quality Dividend Index Fund 2.1 37 -3 5.3 -1.8
FTXR First Trust Nasdaq Transportation ETF 2.1 60 -26 6.6 -0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.1 18 16 6.9 -0.3
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.1 8 26 4.5 -2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 2.1 12 22 5.9 -1.2
DFUV Dimensional US Marketwide Value ETF 2.1 22 12 6.1 -1.1
ZIG Acquirers Fund 2.1 84 -50 20.7 +13.6
MDY SPDR S&P Midcap 400 ETF Trust 2.0 23 11 5.9 -1.3
AVSU Avantis Responsible U.S. Equity ETF 2.0 15 19 4.9 -2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.0 7 27 6.0 -1.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.0 12 22 6.2 -1.0
ALIL Argent Focused Small Cap ETF 2.0 74 -40 5.6 -1.5
IJH iShares Core S&P Mid-Cap ETF 2.0 5 29 6.1 -1.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.0 3 31 6.1 -1.1
VDC Vanguard Consumer Staples ETF 2.0 9 25 5.5 -1.6
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -55 4.3 -2.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.9 15 19 6.7 -0.5
RIET Hoya Capital High Dividend Yield ETF 1.9 50 -16 13.6 +6.5
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -46 3.8 -3.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 1.9 8 26 5.5 -1.6
IBBQ Invesco Nasdaq Biotechnology ETF 1.9 19 15 0.3 -6.8
XBI State Street SPDR S&P Biotech ETF 1.8 35 -1 -1.9 -9.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.8 43 -9 4.9 -2.3
DCOR Dimensional US Core Equity 1 ETF 1.8 14 20 4.6 -2.6
FITE State Street SPDR S&P Kensho Future Security ETF 1.8 45 -11 1.0 -6.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -18 5.1 -2.1
XMHQ Invesco S&P MidCap Quality ETF 1.8 25 9 5.9 -1.2
PAVE Global X U.S. Infrastructure Development ETF 1.8 47 -13 4.1 -3.0
MILN Global X Millennial Consumer ETF 1.8 50 -16 4.2 -3.0
DFGR Dimensional Global Real Estate ETF 1.8 22 12 7.0 -0.2
RWO SPDR Dow Jones Global Real Estate ETF 1.7 50 -16 6.3 -0.8
PSCM Invesco S&P SmallCap Materials ETF 1.7 29 5 9.6 +2.4
IHAK iShares Cybersecurity & Tech ETF 1.7 47 -13 3.5 -3.6
SPAM Themes Cybersecurity ETF 1.7 35 -1 2.0 -5.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 9 6.1 -1.0
AVUS Avantis U.S. Equity ETF 1.7 15 19 4.7 -2.4
REET iShares Global REIT ETF 1.7 14 20 7.0 -0.2
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 16 4.6 -2.5
AVIE Avantis  Inflation Focused Equity ETF 1.6 25 9 6.0 -1.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.6 45 -11 -1.4 -8.5
BLDG Cambria Global Real Estate ETF 1.6 60 -26 11.1 +4.0
XMLV Invesco S&P MidCap Low Volatility ETF 1.6 25 9 6.9 -0.2
OPTZ Optimize Strategy Index ETF 1.6 50 -16 3.4 -3.7
SRET Global X SuperDividend REIT ETF 1.6 59 -25 12.6 +5.5
SIXG Defiance Connective Technologies ETF 1.6 30 4 2.8 -4.4
KBWY Invesco KBW Premium Yield Equity REIT ETF 1.6 35 -1 8.6 +1.4
RDOG ALPS REIT Dividend Dogs ETF 1.6 35 -1 11.6 +4.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -26 6.6 -0.5
SFGV Sequoia Global Value ETF 1.5 23 11 7.1 -0.0
DGLO First Trust RBA Deglobalization ETF 1.5 70 -36 5.3 -1.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.5 20 14 8.6 +1.4
ERET iShares Environmentally Aware Real Estate ETF 1.5 30 4 6.9 -0.3
ARB AltShares Merger Arbitrage ETF 1.5 77 -43 2.6 -4.6
IBUY Amplify Online Retail ETF 1.5 65 -31 2.3 -4.8
AVRE Avantis Real Estate ETF 1.5 17 17 6.8 -0.4
PSCE Invesco S&P SmallCap Energy ETF 1.5 29 5 6.9 -0.3
VUSE Vident U.S. Equity Strategy ETF 1.5 50 -16 3.7 -3.5
KBWR Invesco KBW Regional Banking ETF 1.4 35 -1 8.2 +1.0
TTAC FCF US Quality ETF 1.4 59 -25 5.6 -1.6
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.4 60 -26 4.1 -3.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 4 7.6 +0.5
VAW Vanguard Materials ETF 1.4 9 25 5.1 -2.1
AGNG Global X Aging Population ETF 1.4 50 -16 4.4 -2.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 19 7.7 +0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 1.4 37 -3 5.4 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 27 5.3 -1.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 14 7.3 +0.2
VPU Vanguard Utilities ETF 1.4 9 25 4.9 -2.2
HOMZ Hoya Capital Housing ETF 1.4 30 4 10.4 +3.3
FMDE Fidelity Enhanced Mid Cap ETF 1.4 23 11 5.4 -1.8
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 6 5.7 -1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -45 4.1 -3.1
FMAT Fidelity MSCI Materials Index ETF 1.3 8 26 5.1 -2.1
FUTY Fidelity MSCI Utilities Index ETF 1.3 8 26 4.9 -2.2
CUT Invesco MSCI Global Timber ETF 1.3 61 -27 8.6 +1.5
FXH First Trust Health Care AlphaDEX Fund 1.3 62 -28 4.7 -2.4
VFH Vanguard Financials ETF 1.3 9 25 6.2 -0.9
FMED Fidelity Disruptive Medicine ETF 1.3 50 -16 -1.2 -8.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.3 60 -26 -1.6 -8.7
WOOD iShares Global Timber & Forestry ETF 1.3 42 -8 11.7 +4.6
WDNA WisdomTree BioRevolution Fund 1.3 45 -11 -2.2 -9.4
VHT Vanguard Health Care ETF 1.3 9 25 5.2 -2.0
COPY Tweedy, Browne Insider + Value ETF 1.3 80 -46 14.9 +7.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.3 75 -41 4.0 -3.1
ABLD Abacus FCF Real Assets Leaders ETF 1.3 69 -35 6.7 -0.4
FNCL Fidelity MSCI Financials Index ETF 1.3 8 26 6.2 -1.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.3 70 -36 4.0 -3.1
CCNR ALPS CoreCommodity Natural Resources ETF 1.2 39 -5 8.1 +1.0
IPO Renaissance IPO ETF 1.2 60 -26 1.6 -5.6
FTXO First Trust Nasdaq Bank ETF 1.2 60 -26 7.6 +0.4
FHLC Fidelity MSCI Health Care Index ETF 1.2 8 26 5.4 -1.8
TMAT Main Thematic Innovation ETF 1.2 164 -130 -1.9 -9.1
AIRR First Trust RBA American Industrial Renaissance ETF 1.2 70 -36 3.4 -3.8
XTN State Street SPDR S&P Transportation ETF 1.2 35 -1 3.3 -3.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.2 75 -41 6.1 -1.1
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.2 61 -27 7.9 +0.8
PXJ Invesco Oil & Gas Services ETF 1.2 63 -29 2.8 -4.4
HWAY Themes US Infrastructure ETF 1.2 29 5 4.6 -2.6
VBK Vanguard Small-Cap Growth ETF 1.2 7 27 1.2 -5.9
PBW Invesco WilderHill Clean Energy ETF 1.2 66 -32 -2.7 -9.8
XTL State Street SPDR S&P Telecom ETF 1.2 35 -1 1.6 -5.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.2 49 -15 6.3 -0.8
BUG Global X Cybersecurity ETF 1.1 51 -17 2.5 -4.7
CSD Invesco S&P Spin-Off ETF 1.1 65 -31 3.5 -3.7
CVAR Cultivar ETF 1.1 87 -53 7.2 +0.1
QLV FlexShares US Quality Low Volatility Index Fund 1.1 22 12 5.0 -2.1
VEGI iShares MSCI Agriculture Producers ETF 1.1 39 -5 7.7 +0.5
FTXG First Trust Nasdaq Food & Beverage ETF 1.1 60 -26 7.6 +0.5
BOAT SonicShares Global Shipping ETF 1.1 69 -35 21.3 +14.2
DFNV Donoghue Forlines Innovation ETF 1.1 69 -35 3.6 -3.6
NETL NETLease Corporate Real Estate ETF 1.1 60 -26 7.4 +0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 17 4.0 -3.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 24 4.1 -3.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 19 4.1 -3.1
DFAU Dimensional US Core Equity Market ETF 1.1 12 22 4.3 -2.9
KBWD Invesco KBW High Dividend Yield Financial ETF 1.1 384 -350 17.5 +10.3
VIS Vanguard Industrials ETF 1.0 9 25 3.6 -3.6
PRN Invesco Dorsey Wright Industrials Momentum ETF 1.0 60 -26 1.1 -6.0
MOO VanEck Agribusiness ETF 1.0 53 -19 9.2 +2.1
FIDU Fidelity MSCI Industrial Index ETF 1.0 8 26 3.6 -3.6
DEUS Xtrackers Russell US Multifactor ETF 1.0 17 17 6.4 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 1.0 34 0 5.6 -1.6
SCHD Schwab US Dividend Equity ETF 1.0 6 28 8.0 +0.9
IYT iShares US Transportation ETF 1.0 40 -6 4.4 -2.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.9 20 14 6.0 -1.2
NDIV Amplify Natural Resources Dividend Income ETF 0.9 59 -25 11.5 +4.3
JEDI Defiance Drone and Modern Warfare ETF 0.9 69 -35 0.8 -6.3
NURE Nuveen Short-Term REIT ETF 0.9 35 -1 6.8 -0.4
IBB iShares Biotechnology ETF 0.9 45 -11 -0.5 -7.6
FXL First Trust Technology AlphaDEX Fund 0.9 61 -27 4.9 -2.2
VYM Vanguard High Dividend Yield Index ETF 0.9 6 28 6.0 -1.1
FTEC Fidelity MSCI Information Technology Index ETF 0.9 8 26 3.0 -4.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.9 60 -26 5.1 -2.0
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 -29 8.4 +1.3
ONLN ProShares Online Retail ETF 0.9 58 -24 1.4 -5.8
VIDI Vident International Equity Strategy ETF 0.9 61 -27 8.1 +0.9
FFOX FundX Future Fund Opportunities ETF 0.9 100 -66 2.5 -4.6
FXO First Trust Financials AlphaDEX Fund 0.8 62 -28 8.3 +1.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.8 60 -26 4.4 -2.7
ZAP Global X U.S. Electrification ETF 0.8 50 -16 3.4 -3.8
HELX Franklin Genomic Advancements ETF 0.8 50 -16 -1.4 -8.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.8 39 -5 9.5 +2.4
FCG First Trust Natural Gas ETF 0.8 60 -26 14.1 +6.9
FDHT Fidelity Digital Health ETF 0.8 39 -5 1.7 -5.4
IWS iShares Russell Mid-Cap Value ETF 0.8 23 11 6.0 -1.1
CTEF Castellan Targeted Equity ETF 0.8 45 -11 2.8 -4.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.8 40 -6 6.9 -0.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.8 5 29 7.2 +0.1
TMDV ProShares Russell US Dividend Growers ETF 0.8 35 -1 6.3 -0.8
NANR SPDR S&P North American Natural Resources ETF 0.8 35 -1 6.4 -0.7
FXU First Trust Utilities AlphaDEX Fund 0.8 64 -30 5.3 -1.9
VGT Vanguard Information Technology ETF 0.8 9 25 24.4 +17.3
RW Rainwater Equity ETF 0.8 125 -91 3.0 -4.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 13 2.9 -4.3
STXM Strive Mid-Cap ETF 0.8 18 16 5.8 -1.3
BRF VanEck Brazil Small-Cap ETF 0.8 66 -32 11.5 +4.3
FENY Fidelity MSCI Energy Index ETF 0.8 8 26 6.8 -0.3
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 7 8.1 +1.0
SDIV Global X Superdividend ETF 0.8 58 -24 13.8 +6.6
MFVL Motley Fool Value Factor ETF 0.8 50 -16 5.8 -1.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 22 3.6 -3.6
KBWP Invesco KBW Property & Casualty Insurance ETF 0.8 35 -1 7.3 +0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 31 4.1 -3.0
SDY State Street SPDR S&P Dividend ETF 0.7 35 -1 6.1 -1.1
SBIO ALPS Medical Breakthroughs ETF 0.7 50 -16 0.0 -7.2
USMF WisdomTree U.S. Multifactor Fund 0.7 28 6 6.5 -0.6
ITB iShares U.S. Home Construction ETF 0.7 40 -6 12.2 +5.1
DFUS Dimensional U.S. Equity ETF 0.7 9 25 4.1 -3.1
IWV iShares Russell 3000 ETF 0.7 20 14 4.0 -3.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 0.7 60 -26 2.7 -4.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.7 41 -7 4.0 -3.1
EIPX FT Energy Income Partners Strategy ETF 0.7 95 -61 5.8 -1.4
VTHR Vanguard Russell 3000 ETF 0.7 7 27 4.1 -3.0
VTI Vanguard Total Stock Market ETF 0.7 3 31 4.1 -3.1
DAT ProShares Big Data Refiners ETF 0.7 58 -24 3.0 -4.1
FCLD Fidelity Cloud Computing ETF 0.7 39 -5 3.0 -4.2
QTUM Defiance Quantum ETF 0.7 40 -6 3.5 -3.6
CIBR First Trust NASDAQ Cybersecurity ETF 0.7 60 -26 3.5 -3.6
VALQ American Century U.S. Quality Value ETF 0.7 29 5 7.0 -0.1
IFRA iShares U.S. Infrastructure ETF 0.7 30 4 5.5 -1.7
SRHQ SRH U.S. Quality ETF 0.7 35 -1 6.2 -0.9
VDE Vanguard Energy ETF 0.7 9 25 6.8 -0.4
IWR iShares Russell Midcap ETF 0.7 19 15 5.4 -1.8
HART IQ Healthy Hearts ETF 0.7 45 -11 5.8 -1.3
PSIL AdvisorShares Psychedelics ETF 0.7 99 -65 -1.3 -8.5
AVUQ Avantis U.S. Quality ETF 0.7 15 19 3.6 -3.6
NATO Themes Transatlantic Defense ETF 0.7 35 -1 1.9 -5.3
CNRG State Street SPDR S&P Kensho Clean Power ETF 0.7 45 -11 -0.1 -7.2
IHI iShares U.S. Medical Devices ETF 0.7 40 -6 4.9 -2.3
XME State Street SPDR S&P Metals & Mining ETF 0.7 35 -1 5.0 -2.1
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -18 3.7 -3.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.6 3 31 4.3 -2.8
IGV iShares Expanded Tech-Software Sector ETF 0.6 41 -7 3.2 -3.9
IEZ iShares U.S. Oil Equipment & Services ETF 0.6 40 -6 2.6 -4.5
OIH VanEck Oil Services ETF 0.6 35 -1 2.5 -4.7
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 0.6 35 -1 1.2 -6.0
NVIR Horizon Kinetics Energy and Remediation ETF 0.6 85 -51 5.2 -2.0
SCHB Schwab U.S. Broad Market ETF 0.6 3 31 4.2 -3.0
JQUA JPMorgan U.S. Quality Factor ETF 0.6 12 22 4.9 -2.2
KCE State Street SPDR S&P Capital Markets ETF 0.6 35 -1 6.0 -1.1
FNDX Schwab Fundamental US Large Co. Index ETF 0.6 25 9 6.2 -1.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.6 75 -41 6.6 -0.5
XMMO Invesco S&P MidCap Momentum ETF 0.6 34 0 3.3 -3.8
TINY ProShares Nanotechnology ETF 0.6 58 -24 1.3 -5.9
VOLT Tema Electrification ETF 0.6 75 -41 2.4 -4.8
POW VistaShares Electrification Supercycle ETF 0.6 75 -41 2.0 -5.1
XITK State Street SPDR FactSet Innovative Technology ETF 0.6 45 -11 0.1 -7.1
CGV Conductor Global Equity Value ETF 0.6 130 -96 7.7 +0.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 30 5.6 -1.6
BEDZ AdvisorShares Hotel ETF 0.6 100 -66 5.0 -2.1
TAX Cambria Tax Aware ETF 0.6 49 -15 4.1 -3.1
SPRE SP Funds S&P Global REIT Sharia ETF 0.6 55 -21 5.3 -1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.6 49 -15 4.5 -2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 19 6.3 -0.8
ABFL Abacus FCF Leaders ETF 0.6 59 -25 3.7 -3.5
SOCL Global X Social Media ETF 0.6 65 -31 12.5 +5.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.6 75 -41 4.1 -3.0
REZ iShares Residential and Multisector Real Estate ETF 0.6 48 -14 6.0 -1.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 0.6 45 -11 4.8 -2.3
TINT ProShares Smart Materials ETF 0.6 58 -24 5.4 -1.7
TMFS Motley Fool Small-Cap Growth ETF 0.6 85 -51 1.3 -5.8
DVY iShares Select Dividend ETF 0.6 38 -4 8.1 +0.9
TEXN iShares Texas Equity ETF 0.6 20 14 4.9 -2.2
AKAF The Frontier Economic Fund 0.6 20 14 5.2 -2.0
GRPM Invesco S&P MidCap 400 GARP ETF 0.6 35 -1 6.8 -0.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.5 46 -12 7.8 +0.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.5 49 -15 7.9 +0.8
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 25 4.1 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -41 2.9 -4.2
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 19 4.5 -2.6
BYRE Principal Real Estate Active Opportunities ETF 0.5 65 -31 6.9 -0.3
POWR iShares U.S. Power Infrastructure ETF 0.5 40 -6 3.9 -3.3
SHPP Pacer Industrials and Logistics ETF 0.5 60 -26 6.6 -0.6
TMFX Motley Fool Next Index ETF 0.5 50 -16 3.0 -4.2
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.5 45 -11 4.3 -2.9
REVS Columbia Research Enhanced Value ETF 0.5 19 15 6.6 -0.5
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.5 35 -1 10.1 +2.9
CGW Invesco S&P Global Water Index ETF 0.5 57 -23 4.6 -2.5
PXI Invesco Dorsey Wright Energy Momentum ETF 0.5 60 -26 5.3 -1.9
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -8 5.4 -1.7
CBSE Clough Select Equity ETF 0.5 85 -51 0.3 -6.8
IDRV iShares Self-driving EV & Tech ETF 0.5 47 -13 1.3 -5.9
FTXN First Trust Nasdaq Oil & Gas ETF 0.5 60 -26 8.7 +1.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.5 70 -36 3.8 -3.4
FLDZ RiverNorth Patriot ETF 0.5 75 -41 5.6 -1.5
DIVY Sound Equity Dividend Income ETF 0.5 45 -11 8.1 +0.9
AIPO Defiance AI & Power Infrastructure ETF 0.5 69 -35 0.7 -6.4
LNGX Global X U.S. Natural Gas ETF 0.5 45 -11 10.3 +3.2
IGE iShares North American Natural Resources ETF 0.5 41 -7 5.7 -1.4
PICK iShares MSCI Global Metals & Mining Producers ETF 0.5 39 -5 8.0 +0.8
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -66 2.9 -4.2
FBCV Fidelity Blue Chip Value ETF 0.5 59 -25 5.8 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 0.5 12 22 3.3 -3.8
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -47 2.9 -4.2
EPU iShares MSCI Peru and Global Exposure ETF 0.5 59 -25 4.8 -2.4
BLOK Amplify Transformational Data Sharing ETF 0.4 75 -41 -0.1 -7.3
IDU iShares U.S. Utilities ETF 0.4 40 -6 4.5 -2.7
IEDI iShares U.S. Consumer Focused ETF 0.4 18 16 5.2 -1.9
VOX Vanguard Communication Services ETF 0.4 9 25 4.5 -2.7
FELV Fidelity Enhanced Large Cap Value ETF 0.4 18 16 5.6 -1.6
FCOM Fidelity MSCI Communication Services Index ETF 0.4 8 26 4.5 -2.7
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 16 6.0 -1.2
FVAL Fidelity Value Factor ETF 0.4 15 19 5.9 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.4 15 19 5.1 -2.1
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 30 5.8 -1.4
WCBR WisdomTree Cybersecurity Fund 0.4 45 -11 2.2 -4.9
DRIV Global X Autonomous & Electric Vehicles ETF 0.4 68 -34 2.9 -4.2
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.4 39 -5 0.9 -6.2
DIVB iShares Core Dividend ETF 0.4 5 29 6.9 -0.3
PFM Invesco Dividend Achievers ETF 0.4 53 -19 4.6 -2.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.4 39 -5 6.8 -0.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.4 50 -16 4.6 -2.6
FTXL First Trust Nasdaq Semiconductor ETF 0.4 60 -26 1.9 -5.3
PSI Invesco Semiconductors ETF 0.4 57 -23 1.5 -5.7
SPIT F/m Emerald Special Situations ETF 0.4 105 -71 -0.7 -7.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 0.4 46 -12 5.0 -2.1
HERO Global X Video Games & Esports ETF 0.4 50 -16 6.0 -1.1
SUPL ProShares Supply Chain Logistics ETF 0.4 58 -24 7.4 +0.2
VGSR Vert Global Sustainable Real Estate ETF 0.3 47 -13 7.0 -0.2
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 14 7.2 +0.1
IYJ iShares U.S. Industrials ETF 0.3 40 -6 4.0 -3.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 0.3 75 -41 6.0 -1.1
VIG Vanguard Dividend Appreciation ETF 0.3 5 29 4.9 -2.3
IEO iShares U.S. Oil & Gas Exploration & Production ETF 0.3 40 -6 9.9 +2.8
TBLU Tortoise Global Water ESG ETF 0.3 40 -6 4.6 -2.6
GVUS Marketbeta Russell 1000 Value Equity ETF 0.3 12 22 5.4 -1.8
VT Vanguard Total World Stock ETF 0.3 6 28 5.0 -2.2
JRE Janus Henderson U.S. Real Estate ETF 0.3 65 -31 5.8 -1.4
RECS Columbia Research Enhanced Core ETF 0.3 15 19 5.3 -1.9
LOWV AB US Low Volatility Equity ETF 0.3 48 -14 4.3 -2.8
EBIZ Global X E-Commerce ETF 0.3 50 -16 4.9 -2.3
MDEV First Trust Indxx Medical Devices ETF 0.3 70 -36 5.1 -2.1
DVGR DAC 3D Dividend Growth ETF 0.3 65 -31 4.7 -2.5
STXV Strive 1000 Value ETF 0.3 18 16 6.8 -0.4
FPRO Fidelity Real Estate Investment ETF 0.3 59 -25 6.0 -1.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.3 52 -18 5.1 -2.1
AVDV Avantis International Small Cap Value ETF 0.3 36 -2 7.7 +0.6
JPRE JPMorgan Realty Income ETF 0.3 50 -16 6.8 -0.4
IQRA IQ CBRE Real Assets ETF 0.3 65 -31 5.9 -1.3
GGME Invesco Next Gen Media and Gaming ETF 0.3 60 -26 4.4 -2.7
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -34 2.7 -4.5
ICAP InfraCap Equity Income Fund ETF 0.3 171 -137 4.5 -2.7
PTL Inspire 500 ETF 0.3 9 25 4.4 -2.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 0.3 68 -34 2.5 -4.7
PPH VanEck Pharmaceutical ETF 0.3 36 -2 6.9 -0.2
PRNT 3D Printing ETF 0.3 66 -32 1.2 -5.9
PKB Invesco Building & Construction ETF 0.3 62 -28 3.6 -3.6
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -36 6.7 -0.4
IWD iShares Russell 1000 Value ETF 0.3 19 15 5.4 -1.8
BULD Pacer BlueStar Engineering the Future ETF 0.3 60 -26 0.3 -6.9
VONV Vanguard Russell 1000 Value ETF 0.3 7 27 5.5 -1.7
PBD Invesco Global Clean Energy ETF 0.3 75 -41 0.2 -7.0
ACVF American Conservative Values ETF 0.3 75 -41 3.7 -3.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 19 3.9 -3.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.3 35 -1 4.4 -2.8
WTV WisdomTree US Value ETF 0.3 12 22 7.7 +0.5
IGM iShares Expanded Tech Sector ETF 0.2 41 -7 2.6 -4.6
IUS Invesco RAFI Strategic US ETF 0.2 19 15 5.6 -1.6
IYH iShares U.S. Healthcare ETF 0.2 40 -6 5.8 -1.3
CCSO Carbon Collective Climate Solutions US Equity ETF 0.2 35 -1 0.9 -6.3
PHO Invesco Water Resources ETF 0.2 60 -26 5.1 -2.1
GWX SPDR S&P International Small Cap ETF 0.2 40 -6 5.9 -1.3
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -11 4.4 -2.7
DTEC ALPS Disruptive Technologies ETF 0.2 50 -16 3.6 -3.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.2 12 22 5.6 -1.5
QVAL Alpha Architect US Quantitative Value ETF 0.2 39 -5 9.4 +2.3
SNSR Global X Internet of Things ETF 0.2 68 -34 3.2 -3.9
HGRO Hedgeye Quality Growth ETF 0.2 70 -36 3.3 -3.8
DESK VanEck Office and Commercial REIT ETF 0.2 50 -16 13.8 +6.6
DGRO iShares Core Dividend Growth ETF 0.2 8 26 5.5 -1.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.2 70 -36 2.2 -4.9
ITEQ BlueStar Israel Technology ETF 0.2 75 -41 1.1 -6.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.2 9 25 4.9 -2.3
WSGE Warren Street Global Equity ETF 0.2 80 -46 2.9 -4.3
IUSV iShares Core S&P US Value ETF 0.2 4 30 5.8 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 0.2 45 -11 9.0 +1.8
MADE iShares U.S. Manufacturing ETF 0.2 40 -6 3.4 -3.7
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 11 2.9 -4.3
PPA Invesco Aerospace & Defense ETF 0.2 58 -24 1.8 -5.3
SHLD Global X Defense Tech ETF 0.2 50 -16 3.1 -4.1
LFSC F/m Emerald Life Sciences Innovation ETF 0.2 79 -45 0.0 -7.2
HYP Golden Eagle Dynamic Hypergrowth ETF 0.2 85 -51 -0.8 -7.9
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 -16 4.3 -2.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.2 39 -5 3.9 -3.3
IYF iShares U.S. Financials ETF 0.2 40 -6 5.8 -1.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 19 5.7 -1.4
FIW First Trust Water ETF 0.2 53 -19 5.1 -2.0
TPYP Tortoise North American Pipeline Fund 0.2 40 -6 4.9 -2.3
REAI Intelligent Real Estate ETF 0.2 59 -25 5.6 -1.6
CSMD Congress SMid Growth ETF 0.2 69 -35 3.5 -3.7
WISE Themes Generative Artificial Intelligence ETF 0.2 35 -1 -0.4 -7.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 -6 3.0 -4.2
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 5 6.1 -1.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -24 -1.7 -8.9
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -21 5.0 -2.2
ITAN Sparkline Intangible Value ETF 0.2 50 -16 5.8 -1.4
KOCG FIS Knights of Columbus Global Belief ETF 0.2 75 -41 4.4 -2.7
RPG Invesco S&P 500 Pure Growth ETF 0.2 35 -1 2.5 -4.6
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 14 5.9 -1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.2 20 14 5.5 -1.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 0.2 40 -6 7.4 +0.2
SPVM Invesco S&P 500 Value with Momentum ETF 0.2 39 -5 6.3 -0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -24 5.0 -2.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.2 15 19 6.3 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.2 15 19 7.2 +0.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.2 60 -26 9.3 +2.2
IYK iShares U.S. Consumer Staples ETF 0.2 40 -6 6.0 -1.2
ACES ALPS Clean Energy ETF 0.2 55 -21 -2.5 -9.6
FPWR First Trust EIP Power Solutions ETF 0.2 96 -62 4.3 -2.9
EMLP First Trust North American Energy Infrastructure Fund 0.2 95 -61 4.6 -2.5
FAN First Trust Global Wind Energy ETF 0.2 60 -26 2.8 -4.4
FRNW Fidelity Clean Energy ETF 0.2 39 -5 1.7 -5.4
ICLN iShares Global Clean Energy ETF 0.2 41 -7 1.7 -5.5
MORT VanEck Mortgage REIT Income ETF 0.2 43 -9 18.5 +11.4
PAWZ ProShares Pet Care ETF 0.2 50 -16 4.4 -2.8
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -26 2.4 -4.8
PXE Invesco Energy Exploration & Production ETF 0.2 60 -26 11.9 +4.8
REM iShares Mortgage Real Estate ETF 0.2 48 -14 19.8 +12.7
RNRG Global X Renewable Energy Producers ETF 0.2 66 -32 4.3 -2.9
SSPY Syntax Stratified LargeCap ETF 0.2 30 4 6.0 -1.1
TAN Invesco Solar ETF 0.2 67 -33 3.8 -3.4
VCLN Virtus Duff & Phelps Clean Energy ETF 0.2 59 -25 2.2 -5.0
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.2 55 -21 4.5 -2.6
DRLL Strive U.S. Energy ETF 0.2 41 -7 7.8 +0.7
EIPI FT Energy Income Partners Enhanced Income ETF 0.2 110 -76 5.4 -1.8
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.2 49 -15 6.1 -1.1
BBC Virtus LifeSci Biotech Clinical Trials ETF 0.2 79 -45 0.0 -7.2
BMED Future Health ETF 0.2 85 -51 1.3 -5.9
FDMO Fidelity Momentum Factor ETF 0.2 15 19 2.5 -4.7
NBDS Neuberger Berman Disrupters ETF 0.2 55 -21 0.7 -6.4
FFF Founders 100 ETF 0.2 75 -41 2.4 -4.7
ISRA VanEck Israel ETF 0.2 59 -25 5.9 -1.3
IZRL ARK Israel Innovative Technology ETF 0.2 49 -15 1.3 -5.8
APUE ActivePassive U.S. Equity ETF 0.2 45 -11 3.9 -3.3
ENHU iShares Enhanced Large Cap Core Active ETF 0.1 22 12 4.1 -3.1
DSI iShares MSCI KLD 400 Social ETF 0.1 25 9 4.1 -3.1
HDV iShares Core High Dividend ETF 0.1 8 26 29.9 +22.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 20 4.1 -3.0
IWB iShares Russell 1000 ETF 0.1 15 19 4.1 -3.0
VONE Vanguard Russell 1000 ETF 0.1 7 27 4.2 -3.0
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -15 4.8 -2.3
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -35 1.8 -5.3
HEAL Global X HealthTech ETF 0.1 50 -16 -1.5 -8.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.1 65 -31 1.4 -5.8
SAMT Strategas Macro Thematic Opportunities ETF 0.1 65 -31 2.3 -4.9
XLV Health Care Select Sector SPDR 0.1 8 26 6.6 -0.5
AVDS Avantis International Small Cap Equity ETF 0.1 30 4 6.0 -1.1
TRFK Pacer Data and Digital Revolution ETF 0.1 60 -26 1.8 -5.4
PSP Invesco Global Listed Private Equity ETF 0.1 106 -72 6.9 -0.2
IYC iShares U.S. Consumer Discretionary ETF 0.1 40 -6 3.6 -3.5
ITA iShares U.S. Aerospace & Defense ETF 0.1 40 -6 1.5 -5.7
FMKT The Free Markets ETF 0.1 76 -42 4.2 -3.0
PFI Invesco Dorsey Wright Financial Momentum ETF 0.1 60 -26 4.8 -2.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.1 58 -24 3.4 -3.8
IXJ iShares Global Healthcare ETF 0.1 42 -8 6.3 -0.8
MNZL Manzil Russell Halal USA Broad MarketETF 0.1 40 -6 3.7 -3.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 19 4.2 -3.0
AVSD Avantis Responsible International Equity ETF 0.1 23 11 6.0 -1.2
BESF Bastion Energy ETF 0.1 80 -46 8.9 +1.8
MFMO Motley Fool Momentum Factor ETF 0.1 50 -16 2.0 -5.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 14 4.2 -3.0
IYG iShares US Financial Services ETF 0.1 40 -6 5.3 -1.8
QGRO American Century U.S. Quality Growth ETF 0.1 29 5 3.9 -3.2
RWL Invesco S&P 500 Revenue ETF 0.1 39 -5 5.7 -1.5
AVDE Avantis International Equity ETF 0.1 23 11 6.2 -0.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 -13 5.0 -2.2
PINK Simplify Health Care ETF 0.1 50 -16 0.9 -6.3
IUSG iShares Core S&P U.S. Growth ETF 0.1 4 30 3.1 -4.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 23 4.1 -3.0
IYY iShares Dow Jones U.S. ETF 0.1 20 14 4.1 -3.1
GSPY Gotham Enhanced 500 ETF 0.1 50 -16 4.4 -2.8
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 0.1 40 -6 4.0 -3.1
DUHP Dimensional US High Profitability ETF 0.1 21 13 5.1 -2.0
AQWA Global X Clean Water ETF 0.1 50 -16 5.1 -2.1
EATZ AdvisorShares Restaurant ETF 0.1 101 -67 4.9 -2.3
PIO Invesco Global Water ETF 0.1 75 -41 4.5 -2.7
FELC Fidelity Enhanced Large Cap Core ETF 0.1 18 16 4.3 -2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 15 5.0 -2.1
SCHV Schwab U.S. Large-Cap Value ETF 0.0 4 30 5.6 -1.6
STXD Strive 1000 Dividend Growth ETF 0.0 35 -1 4.4 -2.7
PNQI Invesco NASDAQ Internet ETF 0.0 60 -26 3.8 -3.3
IYW iShares U.S. Technology ETF 0.0 40 -6 2.9 -4.3
ERTH Invesco MSCI Sustainable Future ETF 0.0 62 -28 3.0 -4.1
SCHK Schwab 1000 Index ETF 0.0 5 29 4.2 -2.9
XOEF iShares S&P 500 ex S&P 100 ETF 0.0 20 14 4.6 -2.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.0 29 5 4.0 -3.2
FTAG First Trust Indxx Global Agriculture ETF 0.0 70 -36 7.2 +0.1
GNR SPDR S&P Global Natural Resources ETF 0.0 40 -6 8.6 +1.4
JHML John Hancock Multifactor Large Cap ETF 0.0 29 5 4.5 -2.7
PEXL Pacer US Export Leaders ETF 0.0 60 -26 3.0 -4.2
THRO iShares U.S. Thematic Rotation Active ETF 0.0 90 -56 3.1 -4.1
STXG Strive 1000 Growth ETF 0.0 18 16 3.2 -4.0
VEGN US Vegan Climate ETF 0.0 60 -26 3.3 -3.9
IVE iShares S&P 500 Value ETF 0.0 18 16 5.5 -1.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -11 6.8 -0.4
IWF iShares Russell 1000 Growth ETF 0.0 19 15 14.2 +7.0
VONG Vanguard Russell 1000 Growth ETF 0.0 7 27 3.5 -3.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.0 4 30 5.7 -1.5
VOOV Vanguard S&P 500 Value ETF 0.0 7 27 5.6 -1.5
SCHX Schwab U.S. Large-Cap ETF 0.0 3 31 4.2 -2.9
GURU Global X Guru Index ETF 0.0 75 -41 2.4 -4.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.0 39 -5 6.2 -0.9
TRFM AAM Transformers ETF 0.0 49 -15 1.0 -6.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.0 12 22 3.4 -3.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.0 19 15 4.7 -2.4
CHRI Global X S&P 500 Christian Values ETF 0.0 29 5 3.9 -3.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.0 50 -16 3.4 -3.7
RAUS RACWI US ETF 0.0 15 19 4.1 -3.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 5 4.0 -3.2
TOPC iShares S&P 500 3% Capped ETF 0.0 15 19 4.4 -2.8
MFIG Motley Fool Innovative Growth Factor ETF 0.0 50 -16 2.7 -4.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 31 5.8 -1.3
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 9 7.4 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 23 4.3 -2.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 14 4.0 -3.2
XVV iShares ESG Screened S&P 500 ETF 0.0 8 26 4.1 -3.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 4 3.8 -3.4
IVV iShares Core S&P 500 ETF 0.0 3 31 4.2 -3.0
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 24 4.3 -2.8
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 32 4.2 -3.0
SPXE ProShares S&P 500 Ex-Energy ETF 0.0 9 25 4.0 -3.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.0 9 25 4.0 -3.2
SPXT ProShares S&P 500 Ex-Technology ETF 0.0 9 25 4.9 -2.3
SPY SPDR S&P 500 ETF 0.0 9 25 4.1 -3.0
VOO Vanguard S&P 500 ETF 0.0 3 31 4.2 -3.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 16 3.3 -3.9
PBUS Invesco MSCI USA ETF 0.0 4 30 4.2 -3.0
DFLV Dimensional US Large Cap Value ETF 0.0 22 12 6.1 -1.1
DSPY Tema S&P 500 Historical Weight ETF 0.0 18 16 4.4 -2.8

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:		 Hartford Multifactor Small Cap ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 13.4 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 34 bp
Equals: ALTAR Score 7.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 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.