Horizon Small/Mid Cap Core Equity ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.9x P/Sales
ratio		 1.7x
P/BV
ratio		 2.6x Div.
yield		 1.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The Horizon Small/Mid Cap Core Equity ETF seeks to provide long-term capital appreciation by investing primarily in a diversified portfolio of small and mid-cap U.S. equities.

FUND BASICS
Category US Equities
Fund Sponsor Horizons
Website horizonmutualfunds.com/smcc-fund
Inception date Dec 02, 2025
Assets (mns) $148
Currency USD
Expense ratio 75 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 282
Wgt avg mkt cap (mns) $10,068
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 0.0%
Small cap (<$2bn) 0.0%
Developed mkts 0.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
SYNNEX CORP 1.3 %
ALLEGHENY TECHNOLOGIES INC 1.2 %
TWILIO, INC. CLASS A 1.2 %
TECHNIPFMC PLC 1.1 %
TENET HEALTHCARE CORP 1.1 %
RELIANCE STEEL & ALUMINUM 1.1 %
UNITED THERAPEUTICS CORP 1.0 %
OKTA, INC. CLASS A 1.0 %
ROKU, INC. CLASS A 1.0 %
MA-COM TECHNOLOGY SOLUTIONS 0.9 %
Total 10.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 95.0 %
BRITAIN 2.3 %
BERMUDA 1.3 %
CANADA 0.9 %
IRELAND 0.5 %
PUERTO RICO 0.2 %





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.
14.1% -- -- -- 14.6%

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

Technical Indicators
Recent close $29.43
30d moving avg. $30.34
Annualized volatility 0.0%
Short interest (ETF) 0.6%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 29
Turnover 0.6%
Bid/Ask (% of price) 0.37%
ADV underlying (mns) $0

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 985 potential alternatives to the Horizon Small/Mid Cap Core Equity ETF ETF based on the alternatives' overlap in portfolio holdings with SMOX. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: SMOX Expense: 75 bp ALTAR Score™: 5.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH SMOX
Ticker Fund
Name		 Overlap1
vs SMOX
(%)		 Expense
ratio
(bp)		 Savings
vs SMOX
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs SMOX
(%)
IJH iShares Core S&P Mid-Cap ETF 51.5 5 70 6.3 +0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 51.5 3 72 6.4 +0.9
IVOO Vanguard S&P Mid-Cap 400 ETF 51.4 7 68 6.3 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 50.8 12 63 6.2 +0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 49.3 15 60 6.4 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 45.7 15 60 7.0 +1.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 44.0 35 40 6.6 +1.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 42.9 24 51 6.1 +0.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 42.1 10 65 4.3 -1.2
IJK iShares S&P Mid-Cap 400 Growth ETF 42.1 17 58 4.3 -1.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 42.1 15 60 4.3 -1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 40.2 18 57 8.3 +2.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 40.2 15 60 8.3 +2.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 40.1 10 65 8.3 +2.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 38.1 4 71 17.7 +12.2
FSMD Fidelity Small-Mid Multifactor ETF 37.3 15 60 6.7 +1.2
EZM WisdomTree U.S. MidCap Fund 36.8 38 37 8.3 +2.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 35.6 7 68 5.4 -0.1
STXM Strive Mid-Cap ETF 35.6 18 57 6.1 +0.6
AFMC First Trust Active Factor Mid Cap ETF 35.4 65 10 7.1 +1.6
FNX First Trust Mid Cap Core AlphaDEX Fund 35.3 60 15 6.5 +1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 34.7 15 60 5.1 -0.3
RWK Invesco S&P MidCap 400 Revenue ETF 34.0 39 36 8.1 +2.6
SCHM Schwab U.S. Mid-Cap ETF 32.7 4 71 6.0 +0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 31.6 60 15 7.0 +1.5
JHSC John Hancock Multifactor Small Cap ETF 31.4 42 33 6.3 +0.8
DON WisdomTree U.S. MidCap Dividend Fund 31.3 38 37 8.5 +3.0
TPSC Timothy Plan US Small Cap Core ETF 30.4 52 23 6.8 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 29.6 17 58 5.0 -0.4
ISCG iShares Morningstar Small-Cap Growth ETF 29.5 6 69 2.8 -2.7
SMMD iShares Russell 2500 ETF 29.4 15 60 5.7 +0.2
VB Vanguard Small-Cap ETF 29.1 5 70 5.4 -0.1
VXF Vanguard Extended Market ETF 28.9 5 70 3.8 -1.7
VBK Vanguard Small-Cap Growth ETF 28.7 7 68 1.3 -4.2
ISCB iShares Morningstar Small-Cap ETF 28.4 4 71 5.5 +0.0
VBR Vanguard Small Cap Value ETF 28.4 7 68 8.1 +2.6
DFAT Dimensional U.S. Targeted Value ETF 28.1 28 47 8.8 +3.3
DFAS Dimensional U.S. Small Cap ETF 27.9 26 49 5.7 +0.2
STXK Strive Small-Cap ETF 27.5 18 57 5.3 -0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 27.2 35 40 6.8 +1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 27.1 15 60 5.0 -0.4
ISCV iShares Morningstar Small Cap Value ETF 26.0 6 69 7.9 +2.5
FNDA Schwab Fundamental US Small Co. Index ETF 25.4 25 50 6.3 +0.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 25.3 70 5 2.3 -3.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 24.7 20 55 5.9 +0.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 24.2 24 51 7.5 +2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 24.1 4 71 16.1 +10.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 23.4 35 40 4.8 -0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 23.1 70 5 10.0 +4.5
SCHA Schwab U.S. Small-Cap ETF 22.6 4 71 4.5 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 22.4 42 33 5.6 +0.2
NUSC Nuveen ESG Small-Cap ETF 22.1 31 44 5.1 -0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 21.2 25 50 7.9 +2.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 21.2 15 60 6.4 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 21.0 60 15 6.1 +0.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 20.8 3 72 6.5 +1.1
VIOO Vanguard S&P Small-Cap 600 ETF 20.7 7 68 6.3 +0.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 20.7 20 55 6.2 +0.7
DFSV Dimensional US Small Cap Value ETF 20.7 31 44 8.9 +3.4
IJR iShares Core S&P Small Cap ETF 20.7 6 69 6.5 +1.0
XMMO Invesco S&P MidCap Momentum ETF 20.2 34 41 3.8 -1.7
XJR iShares ESG Screened S&P Small-Cap ETF 19.8 12 63 6.3 +0.8
USMF WisdomTree U.S. Multifactor Fund 19.7 28 47 6.8 +1.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19.6 9 66 3.7 -1.7
BFOR ALPS Barron's 400 ETF 19.2 65 10 22.1 +16.7
AVMV Avantis U.S. Mid Cap Value ETF 19.2 20 55 7.7 +2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 19.0 39 36 3.7 -1.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 18.4 80 -5 7.5 +2.0
WSML iShares MSCI World Small-Cap ETF 18.3 15 60 5.5 -0.0
RSSL Global X Russell 2000 ETF 18.2 8 67 2.8 -2.7
FLDZ RiverNorth Patriot ETF 18.1 75 0 6.4 +0.9
AVMC Avantis U.S. Mid Cap Equity ETF 17.8 18 57 6.3 +0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 17.7 39 36 7.4 +2.0
IWM iShares Russell 2000 ETF 17.6 19 56 2.7 -2.8
GVLU Gotham 1000 Value ETF 17.5 50 25 8.3 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 17.5 64 11 1.3 -4.1
VTWO Vanguard Russell 2000 ETF 17.4 7 68 2.8 -2.6
SIXL ETC 6 Meridian Low Beta Equity ETF 17.4 80 -5 6.3 +0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 17.2 29 46 6.6 +1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 17.1 18 57 7.1 +1.6
XMLV Invesco S&P MidCap Low Volatility ETF 17.1 25 50 7.2 +1.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 17.1 20 55 7.7 +2.2
RFV Invesco S&P Midcap 400 Pure Value ETF 16.9 35 40 11.2 +5.7
FMDE Fidelity Enhanced Mid Cap ETF 16.8 23 52 5.4 -0.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 16.8 49 26 6.3 +0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 16.6 39 36 2.2 -3.3
PSC Principal U.S. Small-Cap ETF 16.3 38 37 3.7 -1.8
XMHQ Invesco S&P MidCap Quality ETF 16.0 25 50 6.1 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 16.0 20 55 4.0 -1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 15.7 39 36 7.5 +2.0
AVUV Avantis U.S. Small Cap Value ETF 15.7 25 50 8.1 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 15.7 10 65 3.8 -1.7
IJT iShares S&P Small-Cap 600 Growth ETF 15.7 18 57 3.8 -1.7
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 15.6 15 60 3.8 -1.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 15.4 48 27 8.2 +2.8
EQAL Invesco Russell 1000 Equal Weight ETF 15.4 20 55 6.3 +0.8
VFMF Vanguard U.S. Multifactor ETF 15.4 18 57 6.5 +1.0
ETHO Etho Climate Leadership U.S. ETF 15.3 47 28 4.0 -1.4
DEUS Xtrackers Russell US Multifactor ETF 15.1 17 58 6.7 +1.2
TMFX Motley Fool Next Index ETF 15.0 50 25 2.8 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 15.0 67 8 8.9 +3.4
FSCS First Trust SMID Capital Strength ETF 14.8 60 15 7.4 +1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 14.4 30 45 7.9 +2.4
IWS iShares Russell Mid-Cap Value ETF 14.2 23 52 6.1 +0.7
FSGS First Trust SMID Growth Strength ETF 14.1 60 15 5.0 -0.5
FESM Fidelity Enhanced Small Cap ETF 14.0 28 47 2.3 -3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 13.6 40 35 7.1 +1.7
ISMD Inspire Small/Mid Cap ETF 13.5 54 21 5.1 -0.4
ACSG American Century Small Cap Growth Insights ETF 13.3 49 26 4.9 -0.5
VFVA Vanguard U.S. Value Factor ETF 13.3 13 62 9.2 +3.8
IWR iShares Russell Midcap ETF 13.1 19 56 5.5 -0.0
EBI Longview Advantage ETF 13.1 35 40 5.9 +0.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 13.1 55 20 9.1 +3.6
AVSC Avantis U.S Small Cap Equity ETF 13.0 25 50 4.6 -0.9
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 13.0 61 14 6.5 +1.0
IWN iShares Russell 2000 Value ETF 13.0 24 51 4.8 -0.7
VTWV Vanguard Russell 2000 Value ETF 12.9 10 65 5.0 -0.5
IWO iShares Russell 2000 Growth ETF 12.9 24 51 0.5 -4.9
VFMO Vanguard U.S. Momentum Factor ETF 12.5 13 62 1.7 -3.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 12.4 39 36 1.2 -4.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 12.3 43 32 5.3 -0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 12.3 10 65 9.1 +3.7
IJS iShares S&P Small-Cap 600 Value ETF 12.3 18 57 9.1 +3.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 12.3 15 60 9.2 +3.7
PAVE Global X U.S. Infrastructure Development ETF 12.1 47 28 4.6 -0.9
DGLO First Trust RBA Deglobalization ETF 12.1 70 5 5.6 +0.2
VFQY Vanguard U.S. Quality Factor ETF 12.1 13 62 5.5 +0.0
TAX Cambria Tax Aware ETF 12.1 49 26 4.2 -1.3
HWAY Themes US Infrastructure ETF 12.0 29 46 4.7 -0.8
VTWG Vanguard Russell 2000 Growth ETF 11.9 10 65 0.7 -4.8
CZA Invesco Zacks Mid-Cap ETF 11.9 72 3 6.1 +0.6
AFSM First Trust Active Factor Small Cap ETF 11.9 75 0 5.6 +0.1
PDP Invesco Dorsey Wright Momentum ETF 11.8 62 13 1.6 -3.9
JVAL JPMorgan U.S. Value Factor ETF 11.8 12 63 6.7 +1.2
BUL Pacer US Cash Cows Growth ETF 11.8 60 15 3.5 -2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 11.8 95 -20 -0.5 -6.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 11.8 52 23 5.1 -0.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 11.7 20 55 9.1 +3.7
GRPM Invesco S&P MidCap 400 GARP ETF 11.6 35 40 6.5 +1.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 11.6 15 60 7.8 +2.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 11.4 35 40 6.1 +0.6
CALF Pacer US Small Cap Cash Cows 100 ETF 11.2 59 16 8.6 +3.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 11.1 12 63 3.4 -2.1
OPTZ Optimize Strategy Index ETF 11.1 50 25 3.4 -2.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 11.0 75 0 6.0 +0.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 10.8 52 23 5.1 -0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 10.7 30 45 4.0 -1.4
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 10.6 75 0 2.0 -3.5
DES WisdomTree U.S. SmallCap Dividend Fund 10.5 38 37 8.3 +2.8
FLOW Global X U.S. Cash Flow Kings 100 ETF 10.3 25 50 10.6 +5.1
JSML Janus Henderson Small Cap Growth Alpha ETF 10.1 30 45 2.8 -2.7
VAMO Cambria Value & Momentum ETF 10.1 61 14 5.5 -0.0
PKW Invesco Buyback Achievers ETF 10.1 62 13 7.3 +1.8
ROUS Hartford Multifactor US Equity ETF 10.0 19 56 5.5 -0.0
DXUV Dimensional US Vector Equity ETF 9.9 28 47 5.2 -0.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 9.8 60 15 -0.9 -6.4
JPSV JPMorgan Active Small Cap Value ETF 9.7 74 1 7.5 +2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.4 25 50 4.9 -0.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 9.4 75 0 4.2 -1.2
IWP iShares Russell Mid-Cap Growth ETF 9.4 23 52 3.1 -2.4
EES WisdomTree U.S. SmallCap Fund 9.3 38 37 7.9 +2.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 9.2 35 40 3.3 -2.2
OSCV Opus Small Cap Value ETF 9.1 79 -4 6.2 +0.8
FYX First Trust Small Cap Core AlphaDEX Fund 9.0 61 14 5.3 -0.1
FXO First Trust Financials AlphaDEX Fund 8.9 62 13 8.4 +2.9
JMOM JPMorgan U.S. Momentum Factor ETF 8.8 12 63 3.3 -2.2
FIDU Fidelity MSCI Industrial Index ETF 8.8 8 67 3.9 -1.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 8.7 40 35 3.7 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 8.7 29 46 5.7 +0.2
SURE AdvisorShares Insiders Advantage ETF 8.7 90 -15 7.9 +2.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 8.6 49 26 7.3 +1.8
FDLS Inspire Fidelis Multi Factor ETF 8.6 76 -1 3.2 -2.3
AIRR First Trust RBA American Industrial Renaissance ETF 8.6 70 5 4.4 -1.1
AVIE Avantis  Inflation Focused Equity ETF 8.6 25 50 6.0 +0.5
JSTC Adasina Social Justice All Cap Global ETF 8.5 89 -14 4.3 -1.1
AVLV Avantis U.S. Large Cap Value ETF 8.5 15 60 5.9 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 8.4 17 58 4.7 -0.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.3 40 35 5.5 +0.0
CFA VictoryShares US 500 Volatility Wtd ETF 8.3 35 40 5.5 +0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 8.3 70 5 4.2 -1.3
FFOX FundX Future Fund Opportunities ETF 8.2 100 -25 2.7 -2.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 8.2 35 40 9.4 +3.9
VIS Vanguard Industrials ETF 8.2 9 66 3.9 -1.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 8.2 55 20 3.4 -2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 8.1 58 17 5.2 -0.3
ITAN Sparkline Intangible Value ETF 8.0 50 25 5.7 +0.3
FVD First Trust Value Line Dividend Index Fund 8.0 65 10 6.0 +0.5
LST Leuthold Select Industries ETF 8.0 91 -16 4.8 -0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.9 60 15 4.7 -0.8
DFUV Dimensional US Marketwide Value ETF 7.9 22 53 6.0 +0.6
DBSC Deepwater Beachfront Small Cap ETF 7.9 85 -10 1.2 -4.3
KBE State Street SPDR S&P Bank ETF 7.9 35 40 8.9 +3.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.8 60 15 6.4 +1.0
DSTL Distillate US Fundamental Stability & Value ETF 7.8 39 36 7.6 +2.2
SYLD Cambria Shareholder Yield ETF 7.6 59 16 10.3 +4.8
PTL Inspire 500 ETF 7.6 9 66 4.6 -0.9
ROSC Hartford Multifactor Small Cap ETF 7.6 34 41 7.2 +1.7
CSMD Congress SMid Growth ETF 7.5 69 6 3.6 -1.9
REVS Columbia Research Enhanced Value ETF 7.5 19 56 6.5 +1.1
IFRA iShares U.S. Infrastructure ETF 7.5 30 45 6.1 +0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 7.5 49 26 4.5 -1.0
ECML Euclidean Fundamental Value ETF 7.4 95 -20 8.8 +3.3
BLES Inspire Global Hope ETF 7.4 61 14 5.9 +0.4
QGRO American Century U.S. Quality Growth ETF 7.4 29 46 4.1 -1.4
FPX First Trust US Equity Opportunities ETF 7.3 61 14 0.9 -4.6
FCPI Fidelity Stocks for Inflation ETF 7.3 15 60 5.8 +0.3
ASCE Allspring SMID Core ETF 7.2 38 37 3.2 -2.3
SMCF Themes US Small Cap Cash Flow Champions ETF 7.2 29 46 9.9 +4.4
VALQ American Century U.S. Quality Value ETF 7.2 29 46 7.3 +1.8
FREL Fidelity MSCI Real Estate Index ETF 7.1 8 67 7.7 +2.2
AUSF Global X Adaptive U.S. Factor ETF 7.1 27 48 8.4 +3.0
VNQ Vanguard Real Estate ETF 7.1 13 62 7.4 +1.9
DEW WisdomTree Global High Dividend Fund 7.0 58 17 7.4 +1.9
FELV Fidelity Enhanced Large Cap Value ETF 7.0 18 57 5.4 -0.1
DSMC Distillate Small/Mid Cash Flow ETF 6.9 55 20 10.5 +5.0
AVSU Avantis Responsible U.S. Equity ETF 6.9 15 60 4.9 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 6.9 59 16 1.9 -3.6
FXL First Trust Technology AlphaDEX Fund 6.8 61 14 4.6 -0.8
GLRY Inspire Faithward Mid Cap Momentum ETF 6.8 80 -5 4.2 -1.2
FXD First Trust Consumer Discretionary AlphaDEX Fund 6.7 61 14 8.6 +3.1
WCEO Hypatia Women CEO ETF 6.7 85 -10 4.7 -0.8
XSHQ Invesco S&P SmallCap Quality ETF 6.7 29 46 7.1 +1.6
AVUS Avantis U.S. Equity ETF 6.7 15 60 4.8 -0.7
SRHQ SRH U.S. Quality ETF 6.6 35 40 6.2 +0.7
XSMO Invesco S&P SmallCap Momentum ETF 6.6 39 36 3.9 -1.6
DCOR Dimensional US Core Equity 1 ETF 6.6 14 61 4.6 -0.9
FLRG Fidelity U.S. Multifactor ETF 6.6 15 60 6.0 +0.5
GOP Unusual Whales Subversive Republican Trading ETF 6.6 50 25 4.1 -1.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 6.6 12 63 6.0 +0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 6.5 15 60 4.0 -1.5
KRE State Street SPDR S&P Regional Banking ETF 6.5 35 40 8.7 +3.3
PSCF Invesco S&P SmallCap Financials ETF 6.5 29 46 8.8 +3.3
XSLV Invesco S&P SmallCap Low Volatility ETF 6.4 25 50 7.7 +2.2
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 6.4 60 15 8.0 +2.5
DFAR Dimensional US Real Estate ETF 6.4 19 56 7.8 +2.4
FRI First Trust S&P REIT Index Fund 6.4 50 25 7.0 +1.5
SCHH Schwab U.S. REIT ETF 6.4 7 68 7.9 +2.4
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 6.4 11 64 7.6 +2.1
USRT iShares Core U.S. REIT ETF 6.4 8 67 7.5 +2.0
SDY State Street SPDR S&P Dividend ETF 6.4 35 40 6.4 +0.9
NIXT Research Affiliates Deletions ETF 6.3 9 66 6.3 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 6.3 18 57 4.7 -0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 6.3 20 55 0.8 -4.6
REET iShares Global REIT ETF 6.3 14 61 7.5 +2.0
DFGR Dimensional Global Real Estate ETF 6.2 22 53 7.6 +2.2
FXH First Trust Health Care AlphaDEX Fund 6.2 62 13 4.3 -1.1
MADE iShares U.S. Manufacturing ETF 6.2 40 35 3.8 -1.7
VFLO VictoryShares Free Cash Flow ETF 6.2 39 36 6.7 +1.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 6.2 60 15 4.7 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 6.2 12 63 4.9 -0.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 6.1 12 63 6.3 +0.8
VUSE Vident U.S. Equity Strategy ETF 6.1 50 25 3.8 -1.7
AVRE Avantis Real Estate ETF 6.1 17 58 7.4 +2.0
QVAL Alpha Architect US Quantitative Value ETF 6.1 39 36 9.2 +3.7
QLV FlexShares US Quality Low Volatility Index Fund 6.0 22 53 5.0 -0.4
ERET iShares Environmentally Aware Real Estate ETF 6.0 30 45 7.4 +1.9
CVY Invesco Zacks Multi-Asset Income ETF 5.9 106 -31 10.5 +5.0
RWR State Street SPDR Dow Jones REIT ETF 5.9 25 50 7.2 +1.7
RWO SPDR Dow Jones Global Real Estate ETF 5.8 50 25 6.8 +1.3
IGE iShares North American Natural Resources ETF 5.8 41 34 5.6 +0.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 5.8 60 15 1.6 -3.9
HDUS Hartford Disciplined US Equity ETF 5.8 19 56 4.8 -0.7
SQLV Royce Quant Small-Cap Quality Value ETF 5.8 60 15 7.7 +2.3
IYJ iShares U.S. Industrials ETF 5.8 40 35 4.3 -1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.8 27 48 6.9 +1.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 5.7 59 16 4.4 -1.1
FYT First Trust Small Cap Value AlphaDEX Fund 5.7 73 2 9.9 +4.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 5.7 38 37 9.2 +3.7
FTXO First Trust Nasdaq Bank ETF 5.6 60 15 7.9 +2.4
VDE Vanguard Energy ETF 5.6 9 66 6.3 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.6 54 21 6.1 +0.6
VCR Vanguard Consumer Discretionary ETF 5.6 9 66 4.9 -0.6
LYLD Cambria Large Cap Shareholder Yield ETF 5.6 59 16 8.1 +2.6
PPTY US Diversified Real Estate ETF 5.6 53 22 8.1 +2.6
HOMZ Hoya Capital Housing ETF 5.5 30 45 11.5 +6.1
FENY Fidelity MSCI Energy Index ETF 5.4 8 67 6.4 +0.9
MFIG Motley Fool Innovative Growth Factor ETF 5.4 50 25 2.7 -2.8
NANR SPDR S&P North American Natural Resources ETF 5.3 35 40 6.2 +0.7
FNDB Schwab Fundamental US Broad Market Index ETF 5.3 25 50 6.2 +0.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 5.3 35 40 6.2 +0.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.3 60 15 5.3 -0.2
ROE Astoria US Quality Kings ETF 5.2 49 26 5.3 -0.1
HAPS Harbor Human Capital Factor US Small Cap ETF 5.2 60 15 3.3 -2.2
IYM iShares U.S. Basic Materials ETF 5.2 40 35 4.6 -0.8
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.2 8 67 4.9 -0.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.1 65 10 4.2 -1.3
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 5.1 29 46 9.0 +3.5
FEX First Trust Large Cap Core AlphaDEX Fund 5.1 59 16 5.1 -0.4
STXV Strive 1000 Value ETF 5.1 18 57 7.0 +1.5
FMAT Fidelity MSCI Materials Index ETF 5.0 8 67 5.4 -0.1
VAW Vanguard Materials ETF 5.0 9 66 5.4 -0.1
AFLG First Trust Active Factor Large Cap ETF 5.0 55 20 5.0 -0.5
AVUQ Avantis U.S. Quality ETF 5.0 15 60 3.7 -1.8
FXZ First Trust Materials AlphaDEX Fund 5.0 61 14 7.1 +1.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 5.0 60 15 6.2 +0.8
IBBQ Invesco Nasdaq Biotechnology ETF 5.0 19 56 0.3 -5.2
GQQQ Astoria US Quality Growth Kings ETF 5.0 35 40 3.3 -2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 5.0 37 38 5.5 -0.0
PPA Invesco Aerospace & Defense ETF 4.8 58 17 2.2 -3.3
DHS WisdomTree U.S. High Dividend Fund 4.8 38 37 8.3 +2.8
GQRE FlexShares Global Quality Real Estate Index Fund 4.8 45 30 8.0 +2.6
PRF Invesco FTSE RAFI US 1000 ETF 4.8 34 41 5.6 +0.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 4.8 36 39 8.5 +3.0
VRAI Virtus Real Asset Income ETF 4.8 55 20 8.7 +3.2
IMCG iShares Morningstar Mid-Cap Growth ETF 4.7 6 69 3.4 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 4.7 71 4 -0.6 -6.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.7 60 15 4.8 -0.7
TXS Texas Capital Texas Equity Index ETF 4.7 49 26 4.9 -0.5
DRLL Strive U.S. Energy ETF 4.7 41 34 7.0 +1.6
SVAL iShares US Small Cap Value Factor ETF 4.7 20 55 7.1 +1.6
MFMO Motley Fool Momentum Factor ETF 4.6 50 25 2.1 -3.4
LRGF iShares U.S. Equity Factor ETF 4.6 8 67 4.6 -0.9
VFMV Vanguard U.S. Minimum Volatility ETF 4.6 13 62 5.8 +0.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.6 75 0 2.0 -3.5
IYR iShares U.S. Real Estate ETF 4.6 40 35 7.6 +2.1
RECS Columbia Research Enhanced Core ETF 4.6 15 60 5.2 -0.2
AZTD Aztlan Global Stock Selection DM SMID ETF 4.6 75 0 4.5 -1.0
PSCI Invesco S&P SmallCap Industrials ETF 4.6 29 46 4.9 -0.6
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 60 3.0 -2.5
RNIN Bushido Capital US SMID Cap Equity ETF 4.5 70 5 9.8 +4.3
FLQL Franklin LibertyQ U.S. Equity ETF 4.4 15 60 4.6 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.4 12 63 5.3 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.4 29 46 4.1 -1.4
TEXN iShares Texas Equity ETF 4.4 20 55 5.0 -0.5
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 23 6.4 +0.9
ALIL Argent Focused Small Cap ETF 4.3 74 1 5.9 +0.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 4.3 35 40 7.2 +1.7
KIE State Street SPDR S&P Insurance ETF 4.3 35 40 6.9 +1.4
TMAT Main Thematic Innovation ETF 4.3 164 -89 -1.9 -7.4
FNCL Fidelity MSCI Financials Index ETF 4.3 8 67 6.3 +0.8
TRFM AAM Transformers ETF 4.3 49 26 1.0 -4.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.2 60 15 -1.2 -6.7
XAR State Street SPDR S&P Aerospace & Defense ETF 4.2 35 40 2.1 -3.3
ITA iShares U.S. Aerospace & Defense ETF 4.2 40 35 1.8 -3.7
IBB iShares Biotechnology ETF 4.2 45 30 -0.5 -6.0
DFAU Dimensional US Core Equity Market ETF 4.2 12 63 4.3 -1.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 4.1 12 63 3.9 -1.6
SMDV ProShares Russell 2000 Dividend Growers ETF 4.1 40 35 7.1 +1.6
VFH Vanguard Financials ETF 4.1 9 66 6.3 +0.8
IYE iShares U.S. Energy ETF 4.1 40 35 6.2 +0.8
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 4.1 59 16 8.2 +2.8
PSR Invesco Active U.S. Real Estate Fund 4.1 35 40 7.6 +2.1
FBCV Fidelity Blue Chip Value ETF 4.0 59 16 5.7 +0.2
QQQS Invesco NASDAQ Future Gen 200 ETF 4.0 20 55 -3.4 -8.8
PFI Invesco Dorsey Wright Financial Momentum ETF 4.0 60 15 5.0 -0.4
VONV Vanguard Russell 1000 Value ETF 4.0 7 68 5.4 -0.1
IWD iShares Russell 1000 Value ETF 3.9 19 56 5.3 -0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.9 15 60 6.6 +1.1
FTDS First Trust Dividend Strength ETF 3.9 70 5 7.2 +1.7
BLDG Cambria Global Real Estate ETF 3.9 60 15 11.8 +6.4
DVY iShares Select Dividend ETF 3.9 38 37 8.4 +2.9
ABFL Abacus FCF Leaders ETF 3.8 59 16 4.1 -1.4
XHS State Street SPDR S&P Health Care Services ETF 3.8 35 40 3.3 -2.2
IHF iShares U.S. Healthcare Providers ETF 3.8 40 35 6.9 +1.4
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 50 6.2 +0.7
IUS Invesco RAFI Strategic US ETF 3.8 19 56 5.5 0.0
DTD WisdomTree U.S. Total Dividend Fund 3.8 28 47 5.8 +0.3
MFVL Motley Fool Value Factor ETF 3.8 50 25 5.8 +0.3
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 71 5.2 -0.2
PXE Invesco Energy Exploration & Production ETF 3.8 60 15 10.7 +5.2
FTXR First Trust Nasdaq Transportation ETF 3.7 60 15 7.4 +1.9
FFTY Innovator IBD 50 ETF 3.7 80 -5 0.1 -5.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.7 79 -4 4.1 -1.4
AGNG Global X Aging Population ETF 3.7 50 25 4.4 -1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.7 15 60 4.2 -1.2
IQM Franklin Intelligent Machines ETF 3.7 50 25 1.1 -4.3
VUSV Vanguard Wellington U.S. Value Active ETF 3.7 30 45 5.7 +0.3
SMRI Bushido Capital US Equity ETF 3.7 71 4 7.1 +1.7
WDNA WisdomTree BioRevolution Fund 3.7 45 30 -1.7 -7.2
SMOT VanEck Morningstar SMID Moat ETF 3.6 49 26 6.7 +1.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.6 35 40 5.0 -0.5
VHT Vanguard Health Care ETF 3.6 9 66 4.9 -0.6
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 3.6 35 40 9.2 +3.7
IEO iShares U.S. Oil & Gas Exploration & Production ETF 3.6 40 35 8.6 +3.1
PSI Invesco Semiconductors ETF 3.6 57 18 1.4 -4.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.6 15 60 6.4 +0.9
FHLC Fidelity MSCI Health Care Index ETF 3.6 8 67 5.1 -0.4
SFGV Sequoia Global Value ETF 3.6 23 52 7.2 +1.7
COWS Amplify Cash Flow Dividend Leaders ETF 3.6 19 56 7.4 +1.9
HYP Golden Eagle Dynamic Hypergrowth ETF 3.5 85 -10 -0.8 -6.3
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 3.5 60 15 6.0 +0.5
IAT iShares U.S. Regional Banks ETF 3.5 40 35 8.6 +3.1
XRT State Street SPDR S&P Retail ETF 3.5 35 40 8.1 +2.6
TCV Towle Value ETF 3.5 85 -10 9.2 +3.7
CCNR ALPS CoreCommodity Natural Resources ETF 3.5 39 36 8.4 +3.0
IYH iShares U.S. Healthcare ETF 3.5 40 35 5.6 +0.1
QUVU Hartford Quality Value ETF 3.5 46 29 5.4 -0.1
FDMO Fidelity Momentum Factor ETF 3.4 15 60 2.5 -3.0
LNGX Global X U.S. Natural Gas ETF 3.4 45 30 10.5 +5.1
PXI Invesco Dorsey Wright Energy Momentum ETF 3.4 60 15 4.9 -0.6
JHML John Hancock Multifactor Large Cap ETF 3.4 29 46 4.5 -1.0
WCLD WisdomTree Cloud Computing Fund 3.4 45 30 1.1 -4.4
BBP Virtus LifeSci Biotech Products ETF 3.4 79 -4 -3.4 -8.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.4 3 72 4.4 -1.1
FBT First Trust NYSE Arca Biotechnology Index Fund 3.4 56 19 2.0 -3.4
PBE Invesco Biotechnology & Genome ETF 3.4 58 17 1.7 -3.8
PHO Invesco Water Resources ETF 3.3 60 15 5.2 -0.3
FIW First Trust Water ETF 3.3 53 22 5.4 -0.1
MNZL Manzil Russell Halal USA Broad MarketETF 3.3 40 35 3.8 -1.7
MGMT Ballast Small/Mid Cap ETF 3.3 110 -35 7.7 +2.2
KCE State Street SPDR S&P Capital Markets ETF 3.3 35 40 6.1 +0.6
XBI State Street SPDR S&P Biotech ETF 3.3 35 40 -1.3 -6.8
IYF iShares U.S. Financials ETF 3.3 40 35 5.9 +0.4
FBCG Fidelity Blue Chip Growth ETF 3.3 59 16 2.2 -3.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.2 38 37 5.2 -0.3
VTI Vanguard Total Stock Market ETF 3.2 3 72 4.1 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.2 3 72 4.1 -1.3
IWV iShares Russell 3000 ETF 3.2 20 55 4.0 -1.5
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 71 5.8 +0.3
QDF FlexShares Quality Dividend Index Fund 3.2 37 38 5.4 -0.1
HGRO Hedgeye Quality Growth ETF 3.2 70 5 3.6 -1.9
VTHR Vanguard Russell 3000 ETF 3.2 7 68 4.1 -1.3
DFUS Dimensional U.S. Equity ETF 3.2 9 66 4.1 -1.4
SIZE iShares MSCI USA Size Factor ETF 3.2 15 60 5.6 +0.1
KONG Formidable Fortress ETF 3.2 89 -14 5.1 -0.4
SCHB Schwab U.S. Broad Market ETF 3.2 3 72 4.2 -1.2
FMKT The Free Markets ETF 3.2 76 -1 4.3 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 66 5.3 -0.2
AIPO Defiance AI & Power Infrastructure ETF 3.1 69 6 0.9 -4.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.1 5 70 7.7 +2.2
ENHU iShares Enhanced Large Cap Core Active ETF 3.1 22 53 4.1 -1.4
ABOT Abacus FCF Innovation Leaders ETF 3.1 69 6 3.6 -1.9
PKB Invesco Building & Construction ETF 3.1 62 13 4.3 -1.2
FITE State Street SPDR S&P Kensho Future Security ETF 3.1 45 30 1.0 -4.4
CLOD Themes Cloud Computing ETF 3.1 35 40 2.9 -2.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.1 49 26 4.8 -0.7
FXN First Trust Energy AlphaDEX Fund 3.1 62 13 10.1 +4.6
GDIV Harbor Dividend Growth Leaders ETF 3.0 50 25 4.2 -1.3
USSE Segall Bryant & Hamill Select Equity ETF 3.0 65 10 3.0 -2.5
VSDA VictoryShares Dividend Accelerator ETF 3.0 35 40 6.7 +1.2
GURU Global X Guru Index ETF 2.9 75 0 2.4 -3.0
SIXS ETC 6 Meridian Small Cap Equity ETF 2.9 89 -14 8.2 +2.7
POWR iShares U.S. Power Infrastructure ETF 2.9 40 35 4.5 -1.0
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 66 5.6 +0.1
BGDV Bahl & Gaynor Dividend ETF 2.9 45 30 4.1 -1.4
VDC Vanguard Consumer Staples ETF 2.9 9 66 5.9 +0.4
FCG First Trust Natural Gas ETF 2.9 60 15 14.1 +8.6
ESGV Vanguard ESG U.S. Stock ETF 2.9 9 66 4.1 -1.4
FTXL First Trust Nasdaq Semiconductor ETF 2.9 60 15 1.8 -3.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 2.9 8 67 5.9 +0.5
RUNN Running Oak Efficient Growth ETF 2.9 58 17 5.1 -0.4
IUSV iShares Core S&P US Value ETF 2.8 4 71 5.9 +0.5
IYC iShares U.S. Consumer Discretionary ETF 2.8 40 35 4.0 -1.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.8 6 69 7.1 +1.6
VYM Vanguard High Dividend Yield Index ETF 2.8 6 69 6.3 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.8 19 56 5.1 -0.4
ITB iShares U.S. Home Construction ETF 2.8 40 35 13.6 +8.1
EIPX FT Energy Income Partners Strategy ETF 2.8 95 -20 6.0 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.8 11 64 4.2 -1.3
IAK iShares U.S. Insurance ETF 2.8 40 35 7.1 +1.6
RDVY First Trust Rising Dividend Achievers ETF 2.8 50 25 5.1 -0.4
XME State Street SPDR S&P Metals & Mining ETF 2.7 35 40 5.9 +0.4
CTEF Castellan Targeted Equity ETF 2.7 45 30 2.9 -2.6
HELX Franklin Genomic Advancements ETF 2.7 50 25 -1.2 -6.7
ULVM VictoryShares US Value Momentum ETF 2.7 20 55 6.3 +0.8
BBH VanEck Biotech ETF 2.7 35 40 4.4 -1.1
JAVA JPMorgan Active Value ETF 2.7 44 31 5.5 +0.0
FMTM MarketDesk Focused U.S. Momentum ETF 2.7 45 30 4.9 -0.6
FTEC Fidelity MSCI Information Technology Index ETF 2.7 8 67 2.9 -2.6
IUSG iShares Core S&P U.S. Growth ETF 2.7 4 71 3.1 -2.4
GINN Goldman Sachs Innovate Equity ETF 2.7 52 23 3.7 -1.8
MDCP VictoryShares THB Mid Cap ESG ETF 2.7 55 20 5.0 -0.5
DTEC ALPS Disruptive Technologies ETF 2.6 50 25 3.5 -2.0
MAGA Point Bridge America First ETF 2.6 72 3 5.5 -0.0
DIVB iShares Core Dividend ETF 2.6 5 70 6.7 +1.2
SCHK Schwab 1000 Index ETF 2.6 5 70 4.3 -1.2
VONE Vanguard Russell 1000 ETF 2.6 7 68 4.2 -1.2
EFRA iShares Environmental Infrastructure and Industrials ETF 2.6 47 28 5.3 -0.2
IWB iShares Russell 1000 ETF 2.6 15 60 4.2 -1.3
FPRO Fidelity Real Estate Investment ETF 2.5 59 16 6.7 +1.3
AESR Anfield U.S. Equity Sector Rotation ETF 2.5 108 -33 2.9 -2.6
ANEW ProShares MSCI Transformational Changes ETF 2.5 45 30 4.2 -1.2
FDCF Fidelity Disruptive Communications ETF 2.5 50 25 1.8 -3.7
MILN Global X Millennial Consumer ETF 2.5 50 25 4.4 -1.1
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.5 45 30 4.8 -0.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.5 68 7 1.9 -3.6
AKAF The Frontier Economic Fund 2.5 20 55 5.6 +0.1
FTXN First Trust Nasdaq Oil & Gas ETF 2.5 60 15 8.1 +2.6
IBOT Vaneck Robotics ETF 2.5 47 28 3.2 -2.3
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 2.5 45 30 0.9 -4.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.5 39 36 9.9 +4.5
BAI iShares AI Innovation and Tech Active ETF 2.5 55 20 0.9 -4.6
GPT Intelligent Alpha Atlas ETF 2.4 69 6 6.1 +0.6
IYY iShares Dow Jones U.S. ETF 2.4 20 55 4.1 -1.4
EVX VanEck Environmental Services ETF 2.4 55 20 4.3 -1.2
MISL First Trust Indxx Aerospace & Defense ETF 2.4 60 15 2.0 -3.5
SAGP Strategas Global Policy Opportunities ETF 2.4 65 10 5.1 -0.4
XSD State Street SPDR S&P Semiconductor ETF 2.4 35 40 2.2 -3.3
IYK iShares U.S. Consumer Staples ETF 2.4 40 35 6.3 +0.8
FFF Founders 100 ETF 2.3 75 0 2.3 -3.2
VGT Vanguard Information Technology ETF 2.3 9 66 23.9 +18.4
QABA First Trust NASDAQ ABA Community Bank Index Fund 2.3 60 15 7.7 +2.3
PSCH Invesco S&P SmallCap Health Care ETF 2.3 29 46 2.1 -3.3
MBOX Freedom Day Dividend ETF 2.3 39 36 6.9 +1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.3 50 25 3.5 -1.9
SHPP Pacer Industrials and Logistics ETF 2.3 60 15 6.8 +1.4
VGSR Vert Global Sustainable Real Estate ETF 2.3 47 28 7.6 +2.1
IYG iShares US Financial Services ETF 2.3 40 35 5.4 -0.1
TPYP Tortoise North American Pipeline Fund 2.3 40 35 5.2 -0.3
RIET Hoya Capital High Dividend Yield ETF 2.3 50 25 15.8 +10.3
XHB State Street SPDR S&P Homebuilders ETF 2.3 35 40 12.3 +6.9
HART IQ Healthy Hearts ETF 2.3 45 30 6.0 +0.6
PNQI Invesco NASDAQ Internet ETF 2.3 60 15 3.8 -1.7
SGRT SMART Earnings Growth 30 ETF 2.3 59 16 2.3 -3.1
FDWM Fidelity Women's Leadership ETF 2.3 59 16 4.1 -1.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 2.2 47 28 7.6 +2.1
DGRO iShares Core Dividend Growth ETF 2.2 8 67 5.7 +0.2
WTV WisdomTree US Value ETF 2.2 12 63 8.0 +2.5
PSCT Invesco S&P SmallCap Information Technology ETF 2.2 29 46 3.0 -2.4
FCLD Fidelity Cloud Computing ETF 2.2 39 36 2.6 -2.9
CCFE Concourse Capital Focused Equity ETF 2.2 95 -20 3.4 -2.1
XTN State Street SPDR S&P Transportation ETF 2.2 35 40 3.7 -1.8
IYT iShares US Transportation ETF 2.2 40 35 4.9 -0.6
FCOM Fidelity MSCI Communication Services Index ETF 2.2 8 67 4.7 -0.8
ONEQ Fidelity Nasdaq Composite Index ETF 2.2 21 54 2.9 -2.6
USAI Pacer American Energy Independence ETF 2.2 75 0 3.7 -1.8
EIPI FT Energy Income Partners Enhanced Income ETF 2.2 110 -35 5.7 +0.2
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 2.2 60 15 0.9 -4.5
COWZ Pacer US Cash Cows 100 ETF 2.2 49 26 7.6 +2.1
KBWP Invesco KBW Property & Casualty Insurance ETF 2.1 35 40 7.5 +2.0
VOX Vanguard Communication Services ETF 2.1 9 66 4.6 -0.8
TOGA Tremblant Global ETF 2.1 69 6 -0.1 -5.6
JHDV John Hancock U.S. High Dividend ETF 2.1 34 41 6.0 +0.6
FUNL CornerCap Fundametrics Large-Cap ETF 2.1 50 25 6.5 +1.0
COPY Tweedy, Browne Insider + Value ETF 2.1 80 -5 14.7 +9.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.1 49 26 7.7 +2.2
IBUY Amplify Online Retail ETF 2.1 65 10 2.5 -3.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.1 35 40 6.0 +0.5
FELC Fidelity Enhanced Large Cap Core ETF 2.1 18 57 4.3 -1.2
SKYY First Trust Cloud Computing ETF 2.0 60 15 2.3 -3.2
TBLU Tortoise Global Water ESG ETF 2.0 40 35 4.8 -0.7
TMDV ProShares Russell US Dividend Growers ETF 2.0 35 40 6.5 +1.0
ZIG Acquirers Fund 2.0 84 -9 22.3 +16.8
VT Vanguard Total World Stock ETF 2.0 6 69 5.0 -0.5
BYRE Principal Real Estate Active Opportunities ETF 2.0 65 10 7.6 +2.2
RITA ETFB Green SRI REITs ETF 2.0 50 25 5.9 +0.5
PICK iShares MSCI Global Metals & Mining Producers ETF 1.9 39 36 8.3 +2.9
XITK State Street SPDR FactSet Innovative Technology ETF 1.9 45 30 0.1 -5.4
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 1.9 40 35 4.3 -1.2
LCLG Logan Capital Broad Innovative Growth ETF 1.9 99 -24 3.1 -2.4
PFM Invesco Dividend Achievers ETF 1.9 53 22 4.8 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 61 4.2 -1.3
PEJ Invesco Leisure and Entertainment ETF 1.9 58 17 1.0 -4.5
VIG Vanguard Dividend Appreciation ETF 1.9 5 70 5.1 -0.4
WLDR Affinity World Leaders Equity ETF 1.9 67 8 5.6 +0.1
FPWR First Trust EIP Power Solutions ETF 1.9 96 -21 4.9 -0.6
EMLP First Trust North American Energy Infrastructure Fund 1.9 95 -20 5.0 -0.5
BIBL Inspire 100 ETF 1.9 35 40 4.2 -1.3
GQI Natixis Gateway Quality Income ETF 1.9 34 41 4.7 -0.8
SXQG ETC 6 Meridian Quality Growth ETF 1.9 100 -25 3.0 -2.5
POW VistaShares Electrification Supercycle ETF 1.8 75 0 2.3 -3.2
XDAT Franklin Exponential Data ETF 1.8 50 25 1.0 -4.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 16 7.9 +2.4
STXD Strive 1000 Dividend Growth ETF 1.8 35 40 4.6 -0.9
FDG American Century Focused Dynamic Growth ETF 1.8 45 30 1.9 -3.6
HAP VanEck Natural Resources ETF 1.8 50 25 6.6 +1.1
LOUP Innovator Deepwater Frontier Tech ETF 1.8 70 5 1.0 -4.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 10 1.3 -4.2
SCHX Schwab U.S. Large-Cap ETF 1.8 3 72 4.3 -1.2
SCHD Schwab US Dividend Equity ETF 1.8 6 69 8.2 +2.7
NETL NETLease Corporate Real Estate ETF 1.8 60 15 8.4 +2.9
UDI USCF Dividend Income Fund 1.8 65 10 6.8 +1.3
FTGS First Trust Growth Strength ETF 1.8 60 15 3.7 -1.8
CGW Invesco S&P Global Water Index ETF 1.8 57 18 4.7 -0.7
AQWA Global X Clean Water ETF 1.8 50 25 5.4 -0.1
BMED Future Health ETF 1.8 85 -10 1.0 -4.5
JGRO JPMorgan Active Growth ETF 1.8 44 31 2.6 -2.9
FDL First Trust Morningstar Dividend Leaders Index Fund 1.8 45 30 9.4 +3.9
AGRW Allspring LT Large Growth ETF 1.8 35 40 3.5 -2.0
REZ iShares Residential and Multisector Real Estate ETF 1.8 48 27 6.3 +0.9
ABIG Argent Large Cap ETF 1.8 49 26 4.4 -1.1
AGIX KraneShares Artificial Intelligence and Technology ETF 1.8 99 -24 1.0 -4.5
PJP Invesco Pharmaceuticals ETF 1.7 57 18 6.7 +1.2
MTUM iShares MSCI USA Momentum Factor ETF 1.7 15 60 2.3 -3.2
TCAI Tortoise AI Infrastructure ETF 1.7 65 10 1.5 -4.0
INDS Pacer Industrial Real Estate ETF 1.7 55 20 6.7 +1.2
STXG Strive 1000 Growth ETF 1.7 18 57 3.3 -2.2
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 1.7 35 40 1.4 -4.1
IEZ iShares U.S. Oil Equipment & Services ETF 1.7 40 35 3.0 -2.5
DRIV Global X Autonomous & Electric Vehicles ETF 1.7 68 7 3.6 -1.9
FTXG First Trust Nasdaq Food & Beverage ETF 1.7 60 15 8.2 +2.7
PXJ Invesco Oil & Gas Services ETF 1.7 63 12 2.7 -2.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.7 18 57 3.4 -2.1
FMED Fidelity Disruptive Medicine ETF 1.7 50 25 -1.0 -6.5
CGGO Capital Group Global Growth Equity ETF 1.7 47 28 4.1 -1.4
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 26 4.9 -0.5
BLCR iShares Large Cap Core Active ETF 1.7 36 39 2.9 -2.6
PBJ Invesco Food & Beverage ETF 1.7 57 18 8.6 +3.2
NATO Themes Transatlantic Defense ETF 1.7 35 40 2.1 -3.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.7 56 19 7.1 +1.6
QTUM Defiance Quantum ETF 1.6 40 35 3.6 -1.9
SRET Global X SuperDividend REIT ETF 1.6 59 16 14.4 +9.0
CHGX AXS Change Finance ESG ETF 1.6 49 26 4.3 -1.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.6 39 36 3.8 -1.7
NURE Nuveen Short-Term REIT ETF 1.6 35 40 7.5 +2.0
THRO iShares U.S. Thematic Rotation Active ETF 1.6 90 -15 3.1 -2.4
CVAR Cultivar ETF 1.6 87 -12 7.0 +1.5
CIBR First Trust NASDAQ Cybersecurity ETF 1.6 60 15 3.0 -2.5
PINK Simplify Health Care ETF 1.6 50 25 0.9 -4.6
LGRO Level Four Large Cap Growth Active ETF 1.6 55 20 3.5 -2.0
FQAL Fidelity Quality Factor ETF 1.6 15 60 4.9 -0.5
BUYZ Franklin Disruptive Commerce ETF 1.6 50 25 2.6 -2.9
CGGR Capital Group Growth ETF 1.6 39 36 2.6 -2.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.6 15 60 7.7 +2.3
VPU Vanguard Utilities ETF 1.6 9 66 5.6 +0.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 1.6 46 29 5.7 +0.2
LOWV AB US Low Volatility Equity ETF 1.6 48 27 4.4 -1.1
INRO iShares U.S. Industry Rotation Active ETF 1.5 42 33 3.5 -1.9
EBLU Ecofin Global Water ESG Fund 1.5 40 35 4.5 -1.0
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 46 6.0 +0.6
VUSG Vanguard Wellington U.S. Growth Active ETF 1.5 35 40 2.5 -3.0
RDOG ALPS REIT Dividend Dogs ETF 1.5 35 40 13.0 +7.5
FUTY Fidelity MSCI Utilities Index ETF 1.5 8 67 5.6 +0.1
APUE ActivePassive U.S. Equity ETF 1.5 45 30 3.9 -1.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 35 2.7 -2.8
FDND FT Vest Dow Jones Internet & Target Income ETF 1.5 75 0 2.6 -2.9
FDN First Trust Dow Jones Internet Index Fund 1.5 52 23 2.6 -2.9
FVAL Fidelity Value Factor ETF 1.5 15 60 5.9 +0.4
RCGE RockCreek Global Equality ETF 1.5 95 -20 6.3 +0.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 1.5 45 30 5.0 -0.5
BEEX BeeHive ETF 1.5 84 -9 3.8 -1.7
NULV Nuveen ESG Large-Cap Value ETF 1.5 26 49 5.0 -0.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 47 5.1 -0.4
FXG First Trust Consumer Staples AlphaDEX Fund 1.5 63 12 9.2 +3.7
PRNT 3D Printing ETF 1.4 66 9 1.1 -4.3
IHAK iShares Cybersecurity & Tech ETF 1.4 47 28 3.1 -2.4
BESF Bastion Energy ETF 1.4 80 -5 9.2 +3.7
IGM iShares Expanded Tech Sector ETF 1.4 41 34 2.6 -2.9
IDU iShares U.S. Utilities ETF 1.4 40 35 5.0 -0.4
FXU First Trust Utilities AlphaDEX Fund 1.4 64 11 6.0 +0.5
PSCE Invesco S&P SmallCap Energy ETF 1.4 29 46 6.9 +1.4
DFLV Dimensional US Large Cap Value ETF 1.4 22 53 6.1 +0.6
VOLT Tema Electrification ETF 1.4 75 0 2.6 -2.8
KBWB Invesco KBW Bank ETF 1.3 35 40 7.0 +1.5
MAKX ProShares S&P Kensho Smart Factories ETF 1.3 58 17 1.0 -4.4
SLX VanEck Steel ETF 1.3 56 19 10.6 +5.1
PEXL Pacer US Export Leaders ETF 1.3 60 15 3.0 -2.5
OALC OneAscent Large Cap Core ETF 1.3 86 -11 3.4 -2.1
FFND Future Fund Active ETF 1.3 100 -25 4.5 -1.0
LFSC F/m Emerald Life Sciences Innovation ETF 1.3 79 -4 0.0 -5.5
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 50 4.5 -0.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.3 49 26 3.8 -1.7
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -20 2.4 -3.1
LRND IQ U.S. Large Cap R&D Leaders ETF 1.3 14 61 3.9 -1.6
CWS AdvisorShares Focused Equity ETF 1.3 84 -9 5.2 -0.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.3 30 45 14.8 +9.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 1.3 55 20 4.8 -0.7
ABLS Abacus FCF Small Cap Leaders ETF 1.3 59 16 5.0 -0.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 17 3.6 -1.9
FFOG Franklin Focused Growth ETF 1.3 61 14 1.6 -3.9
AIQ Global X Artificial Intelligence & Technology ETF 1.3 68 7 2.7 -2.8
OIH VanEck Oil Services ETF 1.2 35 40 2.8 -2.7
FDTX Fidelity Disruptive Technology ETF 1.2 50 25 1.4 -4.0
CLOU Global X Cloud Computing ETF 1.2 68 7 2.0 -3.4
EINC VanEck Energy Income ETF 1.2 48 27 4.6 -0.9
ERTH Invesco MSCI Sustainable Future ETF 1.2 62 13 3.6 -1.8
MLPX Global X MLP & Energy Infrastructure ETF 1.2 45 30 4.5 -1.0
SAMM Strategas Macro Momentum ETF 1.2 66 9 3.4 -2.1
XSW State Street SPDR S&P Software & Services ETF 1.2 35 40 2.5 -3.0
DSI iShares MSCI KLD 400 Social ETF 1.2 25 50 4.1 -1.4
NULC Nuveen ESG Large-Cap ETF 1.2 21 54 3.9 -1.6
WBIY WBI Power Factor High Dividend ETF 1.2 100 -25 12.6 +7.1
IYW iShares U.S. Technology ETF 1.2 40 35 2.8 -2.7
SPAM Themes Cybersecurity ETF 1.2 35 40 1.7 -3.8
TOLL Tema Durable Quality ETF 1.2 75 0 3.7 -1.8
AIS VistaShares Artificial Intelligence Supercycle ETF 1.2 75 0 0.8 -4.6
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 1.2 29 46 4.0 -1.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.2 45 30 -1.5 -7.0
DIVY Sound Equity Dividend Income ETF 1.2 45 30 8.1 +2.6
CCSO Carbon Collective Climate Solutions US Equity ETF 1.2 35 40 1.1 -4.4
SOXQ Invesco PHLX Semiconductor ETF 1.2 19 56 1.9 -3.6
SOXX iShares Semiconductor ETF 1.2 35 40 1.9 -3.6
FLV American Century Focused Large Cap Value ETF 1.2 42 33 6.0 +0.6
DESK VanEck Office and Commercial REIT ETF 1.2 50 25 15.1 +9.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 66 4.4 -1.1
EQL Alps Equal Sector Weight ETF 1.2 25 50 5.3 -0.2
ICF iShares Cohen & Steers REIT ETF 1.2 33 42 7.9 +2.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 1.1 65 10 0.3 -5.2
TRFK Pacer Data and Digital Revolution ETF 1.1 60 15 1.8 -3.7
BULD Pacer BlueStar Engineering the Future ETF 1.1 60 15 0.2 -5.3
SNSR Global X Internet of Things ETF 1.1 68 7 3.3 -2.2
TMFM Motley Fool Mid-Cap Growth ETF 1.1 85 -10 2.3 -3.2
PBD Invesco Global Clean Energy ETF 1.1 75 0 0.4 -5.1
IGV iShares Expanded Tech-Software Sector ETF 1.1 41 34 3.1 -2.4
ARTY iShares Future AI & Tech ETF 1.1 47 28 2.2 -3.3
GINX SGI Enhanced Global Income ETF 1.1 98 -23 6.7 +1.2
TIIV AAM Todd International Intrinsic Value ETF 1.1 54 21 9.8 +4.3
GXPE Global X PureCap MSCI Energy ETF 1.1 25 50 6.1 +0.6
VERS ProShares Metaverse ETF 1.1 58 17 0.4 -5.1
RGEF Rockefeller Global Equity ETF 1.1 55 20 3.8 -1.7
GNR SPDR S&P Global Natural Resources ETF 1.1 40 35 8.3 +2.9
FDVV Fidelity High Dividend ETF 1.1 15 60 6.8 +1.3
ILCG iShares Morningstar Growth ETF 1.1 4 71 3.2 -2.3
CRAK VanEck Oil Refiners ETF 1.1 61 14 6.9 +1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.1 20 55 4.2 -1.3
TMFS Motley Fool Small-Cap Growth ETF 1.1 85 -10 1.4 -4.1
SUPL ProShares Supply Chain Logistics ETF 1.0 58 17 8.0 +2.5
XPND First Trust Expanded Technology ETF 1.0 65 10 2.9 -2.6
VONG Vanguard Russell 1000 Growth ETF 1.0 7 68 3.8 -1.7
PBW Invesco WilderHill Clean Energy ETF 1.0 66 9 -3.4 -8.9
IWF iShares Russell 1000 Growth ETF 1.0 19 56 15.1 +9.6
SUSA iShares MSCI USA ESG Select ETF 1.0 25 50 4.0 -1.5
GK AdvisorShares Gerber Kawasaki ETF 1.0 75 0 1.5 -4.0
VLUE iShares MSCI USA Value Factor ETF 1.0 15 60 6.1 +0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.0 65 10 5.3 -0.2
DIV Global X SuperDividend US ETF 1.0 45 30 9.9 +4.4
DFVX Dimensional US Large Cap Vector ETF 1.0 22 53 5.3 -0.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 0 2.8 -2.7
HDV iShares Core High Dividend ETF 1.0 8 67 30.1 +24.7
JOET Virtus Terranova US Quality Momentum ETF 1.0 29 46 3.9 -1.6
PRAY FIS Christian Stock Fund 1.0 69 6 4.1 -1.4
DAT ProShares Big Data Refiners ETF 1.0 58 17 2.7 -2.8
FDFF Fidelity Disruptive Finance ETF 1.0 50 25 5.5 -0.0
FTWO Strive FAANG 2.0 ETF 1.0 49 26 4.0 -1.5
MOO VanEck Agribusiness ETF 1.0 53 22 9.1 +3.6
VEGI iShares MSCI Agriculture Producers ETF 1.0 39 36 7.5 +2.1
GNOM Global X Genomics & Biotechnology ETF 1.0 50 25 -1.9 -7.4
LCF Touchstone US Large Cap Focused ETF 1.0 69 6 3.6 -1.9
BUG Global X Cybersecurity ETF 1.0 51 24 1.9 -3.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.0 60 15 2.1 -3.3
WCBR WisdomTree Cybersecurity Fund 1.0 45 30 1.6 -3.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.0 47 28 5.3 -0.2
ARKF ARK Fintech Innovation ETF 1.0 75 0 0.2 -5.3
GGME Invesco Next Gen Media and Gaming ETF 1.0 60 15 4.4 -1.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.0 70 5 3.2 -2.3
IYZ iShares U.S. Telecommunications ETF 1.0 40 35 5.9 +0.5
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 0.9 60 15 6.0 +0.5
BEEZ Honeytree U.S. Equity ETF 0.9 64 11 3.8 -1.7
KNCT Invesco Next Gen Connectivity ETF 0.9 40 35 2.8 -2.7
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 65 3.8 -1.7
SMHX VanEck Fabless Semiconductor ETF 0.9 35 40 1.8 -3.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.9 65 10 5.0 -0.5
RVER Trenchless Fund ETF 0.9 65 10 0.6 -4.9
BLCV iShares Large Cap Value Active ETF 0.9 53 22 6.2 +0.8
VEGN US Vegan Climate ETF 0.9 60 15 3.3 -2.2
KBWY Invesco KBW Premium Yield Equity REIT ETF 0.9 35 40 9.3 +3.9
BDIV AAM Brentview Dividend Growth ETF 0.9 49 26 3.8 -1.7
XT iShares Exponential Technologies ETF 0.9 46 29 3.8 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.9 4 71 3.3 -2.1
PSCM Invesco S&P SmallCap Materials ETF 0.9 29 46 10.5 +5.1
PTF Invesco Dorsey Wright Technology Momentum ETF 0.9 60 15 -1.0 -6.5
EPS WisdomTree U.S. LargeCap Fund 0.9 8 67 4.7 -0.8
REAI Intelligent Real Estate ETF 0.8 59 16 6.2 +0.7
BJK VanEck Gaming ETF 0.8 65 10 4.7 -0.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.8 58 17 -2.0 -7.5
ILCB iShares Morningstar U.S. Equity ETF 0.8 3 72 4.1 -1.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.8 69 6 -0.7 -6.2
MVPA Miller Value Partners Appreciation ETF 0.8 60 15 10.0 +4.6
JPRE JPMorgan Realty Income ETF 0.8 50 25 7.4 +2.0
AUAU Global X Gold Miners ETF 0.8 35 40 2.7 -2.8
AGMI Themes Silver Miners ETF 0.8 35 40 4.1 -1.4
SIL Global X Silver Miners ETF 0.8 65 10 1.9 -3.6
SILJ ETFMG Prime Junior Silver Miners ETF 0.8 69 6 0.6 -4.9
GDXJ VanEck Junior Gold Miners ETF 0.8 52 23 3.1 -2.4
SLVP iShares MSCI Global Silver Miners ETF 0.8 39 36 4.2 -1.2
GDX VanEck Gold Miners ETF 0.8 51 24 3.0 -2.5
GOEX Global X Gold Explorers ETF 0.8 65 10 2.2 -3.3
USMV iShares MSCI USA Min Vol Factor ETF 0.8 15 60 5.4 -0.1
XHE State Street SPDR S&P Health Care Equipment ETF 0.8 35 40 3.6 -1.9
GLOF iShares Global Equity Factor ETF 0.8 20 55 5.5 +0.0
DARP Grizzle Growth ETF 0.8 75 0 1.7 -3.8
POWA Invesco Bloomberg Pricing Power ETF 0.8 40 35 6.2 +0.7
IBRN iShares Neuroscience and Healthcare ETF 0.8 47 28 0.0 -5.5
JPEF JPMorgan Equity Focus ETF 0.8 50 25 3.8 -1.7
PSIL AdvisorShares Psychedelics ETF 0.8 99 -24 -1.2 -6.6
SAMT Strategas Macro Thematic Opportunities ETF 0.8 65 10 2.6 -2.9
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 0.8 59 16 3.1 -2.4
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.8 39 36 1.2 -4.2
QLVD FlexShares Developed Markets ex-US Quality Low Volatility In 0.8 32 43 5.5 -0.0
XPH State Street SPDR S&P Pharmaceuticals ETF 0.8 35 40 -1.7 -7.1
IHE iShares U.S. Pharmaceuticals ETF 0.8 40 35 4.6 -0.9
OCEN IQ Clean Oceans ETF 0.8 45 30 4.7 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 0.8 31 44 5.7 +0.2
UMI USCF Midstream Energy Income Fund ETF 0.8 85 -10 4.1 -1.4
MLPI NEOS MLP & Engy Infras Hi Inc ETF 0.8 68 7 4.6 -0.9
ENFR Alerian Energy Infrastructure ETF 0.8 35 40 4.5 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.8 30 45 3.7 -1.8
TNUK Tortoise Nuclear Renaissance ETF 0.7 75 0 1.0 -4.5
RW Rainwater Equity ETF 0.7 125 -50 3.5 -2.0
NUKZ Range Nuclear Renaissance Index ETF 0.7 85 -10 1.7 -3.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.7 38 37 7.2 +1.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 40 7.2 +1.8
JRE Janus Henderson U.S. Real Estate ETF 0.7 65 10 5.7 +0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 63 3.6 -1.9
ETEC iShares Breakthrough Environmental Solutions ETF 0.7 47 28 3.4 -2.0
CARZ First Trust NASDAQ Global Auto Index Fund 0.7 70 5 2.4 -3.1
SDG iShares MSCI Global Sustainable Development Goals ETF 0.7 49 26 4.8 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 0 3.2 -2.2
ABLD Abacus FCF Real Assets Leaders ETF 0.7 69 6 6.8 +1.4
ARB AltShares Merger Arbitrage ETF 0.7 77 -2 2.7 -2.8
MOTO SmartETFs Smart Transportation & Technology ETF 0.7 68 7 5.6 +0.2
IETC iShares U.S. Tech Independence Focused ETF 0.7 18 57 3.0 -2.5
NVIR Horizon Kinetics Energy and Remediation ETF 0.7 85 -10 5.4 -0.1
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.7 70 5 4.3 -1.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 0.7 40 35 5.4 -0.1
DFNL Davis Select Financial ETF 0.7 63 12 7.6 +2.1
RFFC ALPS Active Equity Opportunity ETF 0.7 48 27 3.7 -1.8
WTRE WisdomTree New Economy Real Estate Fund 0.7 58 17 -0.3 -5.8
DIVE Dana Concentrated Dividend ETF 0.7 65 10 6.8 +1.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.7 50 25 4.9 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.7 32 43 3.9 -1.6
TINY ProShares Nanotechnology ETF 0.7 58 17 1.3 -4.2
PEY Invesco High Yield Equity Dividend Achievers ETF 0.7 52 23 9.0 +3.5
CANC Tema Oncology ETF 0.7 75 0 -2.2 -7.6
RAUS RACWI US ETF 0.7 15 60 4.1 -1.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.6 20 55 4.3 -1.2
QLTY GMO U.S. Quality ETF 0.6 50 25 3.9 -1.6
IDRV iShares Self-driving EV & Tech ETF 0.6 47 28 1.7 -3.8
MDEV First Trust Indxx Medical Devices ETF 0.6 70 5 4.8 -0.7
MID American Century Mid Cap Growth Impact ETF 0.6 45 30 3.0 -2.5
TOV JLens 500 Jewish Advocacy U.S. ETF 0.6 18 57 3.9 -1.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 55 5.8 +0.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.6 49 26 8.1 +2.6
GII SPDR S&P Global Infrastructure ETF 0.6 40 35 4.7 -0.8
IGF iShares Global Infrastructure ETF 0.6 41 34 4.6 -0.8
ILCV iShares Morningstar Value ETF 0.6 4 71 5.3 -0.2
CBSE Clough Select Equity ETF 0.6 85 -10 0.4 -5.1
CLNR IQ Cleaner Transport ETF 0.6 45 30 4.0 -1.5
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.6 29 46 8.5 +3.0
ARKK ARK Innovation ETF 0.6 75 0 -2.5 -8.0
AGIQ Sofi Agentic AI ETF 0.6 69 6 6.3 +0.9
VNSE Natixis Vaughan Nelson Select ETF 0.6 80 -5 3.4 -2.1
ARKG ARK Genomic Revolution ETF 0.6 75 0 -1.0 -6.4
USEW Cambria US EW ETF 0.6 30 45 4.2 -1.3
SHLD Global X Defense Tech ETF 0.6 50 25 3.4 -2.1
TINT ProShares Smart Materials ETF 0.6 58 17 5.8 +0.4
AVDV Avantis International Small Cap Value ETF 0.6 36 39 7.6 +2.2
SGDM Sprott Gold Miners ETF 0.6 50 25 2.9 -2.6
RING iShares MSCI Global Gold Miners ETF 0.6 39 36 3.5 -2.0
CGDG Capital Group Dividend Growers ETF 0.6 47 28 5.4 -0.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.5 15 60 5.0 -0.4
AFOS ARS Focused Opportunities Strategy ETF 0.5 45 30 2.0 -3.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.5 9 66 4.8 -0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 0.5 35 40 4.3 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 55 4.7 -0.8
FDRR Fidelity Dividend ETF for Rising Rates 0.5 15 60 5.6 +0.2
CSD Invesco S&P Spin-Off ETF 0.5 65 10 4.0 -1.5
BRIF FIS Bright Portfolios Focused Equity ETF 0.5 65 10 3.3 -2.1
BOAT SonicShares Global Shipping ETF 0.5 69 6 16.8 +11.3
ACSI American Customer Satisfaction ETF 0.5 65 10 4.6 -0.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.5 46 29 7.8 +2.4
ZAP Global X U.S. Electrification ETF 0.5 50 25 3.7 -1.7
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 0.5 40 35 1.7 -3.8
HAUS Residential REIT ETF 0.5 60 15 4.3 -1.2
GXLC Global X U.S. 500 ETF 0.5 2 73 4.1 -1.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.5 42 33 4.0 -1.5
FDLO Fidelity Low Volatility Factor ETF 0.5 15 60 4.9 -0.5
AOTG AOT Growth and Innovation ETF 0.5 75 0 1.1 -4.3
KNO AXS Knowledge Leaders ETF 0.5 78 -3 4.0 -1.5
PPH VanEck Pharmaceutical ETF 0.5 36 39 7.2 +1.7
IPO Renaissance IPO ETF 0.5 60 15 1.7 -3.8
LRGC AB US Large Cap Strategic Equities ETF 0.5 48 27 3.8 -1.7
ICAP InfraCap Equity Income Fund ETF 0.5 171 -96 4.8 -0.7
JDOC JPMorgan Healthcare Leaders ETF 0.5 65 10 3.5 -2.0
ACVF American Conservative Values ETF 0.5 75 0 3.7 -1.7
ESGU iShares ESG Aware MSCI USA ETF 0.4 15 60 4.2 -1.3
VIDI Vident International Equity Strategy ETF 0.4 61 14 8.2 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.4 52 23 5.2 -0.3
FTAG First Trust Indxx Global Agriculture ETF 0.4 70 5 7.3 +1.8
NETZ TCW Transform Systems ETF 0.4 75 0 1.5 -4.0
TIME Clockwise Core Equity & Innovation ETF 0.4 95 -20 2.0 -3.4
PBUS Invesco MSCI USA ETF 0.4 4 71 4.2 -1.3
VOTE TCW Transform 500 ETF 0.4 5 70 4.1 -1.4
IGPT Invesco AI and Next Gen Software ETF 0.4 60 15 2.2 -3.3
TMFG Motley Fool Global Opportunities ETF 0.4 85 -10 4.0 -1.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.4 60 15 3.4 -2.1
SFY SoFi Select 500 ETF 0.4 0 75 3.7 -1.8
CNRG State Street SPDR S&P Kensho Clean Power ETF 0.4 45 30 0.1 -5.4
MDLV Morgan Dempsey Large Cap Value ETF 0.4 58 17 6.2 +0.7
JEPI JPMorgan Equity Premium Income ETF 0.4 35 40 5.3 -0.1
JGLO JPMorgan Global Select Equity ETF 0.4 33 42 4.3 -1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 0.4 31 44 1.9 -3.6
TOK iShares MSCI Kokusai ETF 0.4 26 49 4.3 -1.2
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 0.4 40 35 6.4 +0.9
SOCL Global X Social Media ETF 0.4 65 10 14.2 +8.7
URTH iShares MSCI World ETF 0.4 24 51 4.3 -1.2
DUHP Dimensional US High Profitability ETF 0.4 21 54 5.4 -0.1
BOTZ Global X Robotics & Artificial Intelligence ETF 0.4 69 6 2.1 -3.4
YNOT Horizon Digital Frontier ETF 0.4 75 0 2.5 -3.0
CGV Conductor Global Equity Value ETF 0.4 130 -55 7.9 +2.4
WDIV SPDR S&P Global Dividend ETF 0.4 40 35 9.2 +3.7
SRVR Pacer Data & Infrastructure Real Estate ETF 0.4 55 20 4.7 -0.8
SPIT F/m Emerald Special Situations ETF 0.4 105 -30 -0.7 -6.2
MOTG VanEck Morningstar Global Wide Moat ETF 0.4 52 23 8.1 +2.7
EBIZ Global X E-Commerce ETF 0.4 50 25 5.1 -0.4
ONLN ProShares Online Retail ETF 0.4 58 17 1.5 -4.0
MVAL VanEck Morningstar Wide Moat Value ETF 0.4 49 26 6.6 +1.1
DEEP Roundhill Acquirers Deep Value ETF 0.4 80 -5 15.6 +10.1
IHI iShares U.S. Medical Devices ETF 0.4 40 35 5.1 -0.4
FAN First Trust Global Wind Energy ETF 0.4 60 15 3.2 -2.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.3 60 15 5.1 -0.4
IDNA iShares Genomics Immunology and Healthcare ETF 0.3 47 28 -0.3 -5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.3 9 66 4.4 -1.1
GDOC Goldman Sachs Future Health Care Equity ETF 0.3 75 0 0.9 -4.6
SPRX Spear Alpha ETF 0.3 75 0 -0.8 -6.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.3 60 15 4.7 -0.7
ACWI iShares MSCI ACWI ETF 0.3 32 43 4.6 -0.8
HEAL Global X HealthTech ETF 0.3 50 25 -1.4 -6.9
QWLD SPDR MSCI World StrategicFactors ETF 0.3 30 45 5.2 -0.3
AMZA InfraCap MLP ETF 0.3 164 -89 5.7 +0.2
AVDS Avantis International Small Cap Equity ETF 0.3 30 45 6.0 +0.5
QGRW WisdomTree U.S. Quality Growth Fund 0.3 28 47 2.9 -2.6
FMET Fidelity Metaverse ETF 0.3 39 36 4.3 -1.2
SPRE SP Funds S&P Global REIT Sharia ETF 0.3 55 20 6.2 +0.7
ISHP First Trust Nasdaq Retail ETF 0.3 60 15 5.8 +0.3
FPAG FPA Global Equity ETF 0.3 49 26 5.8 +0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 57 3.1 -2.4
HLAL Wahed FTSE USA Shariah ETF 0.3 50 25 3.5 -2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 0.3 75 0 4.8 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.3 30 45 4.1 -1.4
GXPD Global X PureCap MSCI Consumer Discretionary ETF 0.3 25 50 4.0 -1.5
EPU iShares MSCI Peru and Global Exposure ETF 0.3 59 16 4.3 -1.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.3 56 19 10.0 +4.5
BCOR Grayscale Bitcoin Adopters ETF 0.3 59 16 1.7 -3.8
FINX Global X FinTech ETF 0.3 68 7 3.2 -2.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 65 4.2 -1.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 57 5.5 +0.1
GLBL Pacer MSCI World Industry Advantage ETF 0.3 65 10 3.4 -2.1
SETM Sprott Energy Transition Materials ETF 0.3 65 10 2.0 -3.4
GXPT Global X PureCap MSCI Information Technology ETF 0.3 25 50 3.1 -2.3
SMOG VanEck Low Carbon Energy ETF 0.3 61 14 1.4 -4.1
LIT Global X Lithium & Battery Tech ETF 0.3 75 0 5.9 +0.4
BATT Amplify Lithium & Battery Technology ETF 0.3 59 16 2.1 -3.4
IBAT iShares Energy Storage & Materials ETF 0.3 47 28 1.6 -3.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 0.3 40 35 6.6 +1.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.3 8 67 4.4 -1.1
QINT American Century Quality Diversified International ETF 0.3 39 36 6.7 +1.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 0.2 40 35 6.6 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 33 4.0 -1.5
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.2 85 -10 2.9 -2.6
WSGE Warren Street Global Equity ETF 0.2 80 -5 2.9 -2.6
NACP Impact Shares NAACP Minority Empowerment ETF 0.2 49 26 3.6 -1.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 0.2 41 34 4.6 -0.9
XTL State Street SPDR S&P Telecom ETF 0.2 35 40 1.8 -3.7
SUSL iShares ESG MSCI USA Leaders ETF 0.2 10 65 4.2 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 37 3.9 -1.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.2 7 68 4.4 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 0.2 0 75 12.5 +7.0
BCDF Horizon Kinetics Blockchain Development ETF 0.2 85 -10 3.9 -1.6
JEDI Defiance Drone and Modern Warfare ETF 0.2 69 6 1.5 -4.0
SDIV Global X Superdividend ETF 0.2 58 17 14.6 +9.1
MORT VanEck Mortgage REIT Income ETF 0.2 43 32 24.0 +18.5
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 0.2 75 0 6.5 +1.1
CHPX Global X AI Semiconductor & Quantum ETF 0.2 50 25 1.5 -4.0
JIVE JPMorgan International Value ETF 0.2 55 20 8.1 +2.7
VOT Vanguard Mid-Cap Growth ETF 0.2 7 68 3.2 -2.3
CUT Invesco MSCI Global Timber ETF 0.2 61 14 8.7 +3.2
QUAL iShares MSCI USA Quality Factor ETF 0.2 15 60 4.4 -1.0
FTRI First Trust Indxx Global Natural Resources Income ETF 0.2 70 5 6.8 +1.4
DAK Dakota Active Equity ETF 0.2 43 32 3.8 -1.7
KROP Global X AgTech & Food Innovation ETF 0.2 50 25 6.6 +1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.2 2 73 4.2 -1.3
DXIV Dimensional International Vector Equity ETF 0.2 34 41 6.7 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 57 5.2 -0.3
JETS U.S. Global Jets ETF 0.2 60 15 2.7 -2.8
AIRL Themes Airlines ETF 0.2 35 40 1.7 -3.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.2 79 -4 3.8 -1.7
DURA VanEck Durable High Dividend ETF 0.2 29 46 6.5 +1.1
AQLT iShares MSCI Global Quality Factor ETF 0.2 18 57 0.0 -5.5
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 42 6.7 +1.2
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 49 3.0 -2.5
PIO Invesco Global Water ETF 0.2 75 0 4.7 -0.8
DISV Dimensional International Small Cap Value ETF 0.2 42 33 8.0 +2.5
KLMN Invesco MSCI North America Climate ETF 0.1 9 66 4.3 -1.2
DFIS Dimensional International Small Cap ETF 0.1 39 36 6.2 +0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.1 48 27 5.8 +0.3
BLOK Amplify Transformational Data Sharing ETF 0.1 75 0 -0.1 -5.6
STCE Schwab Crypto Thematic ETF 0.1 30 45 2.7 -2.8
AVDE Avantis International Equity ETF 0.1 23 52 6.3 +0.8
DFIC Dimensional International Core Equity 2 ETF 0.1 23 52 6.3 +0.8
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 51 5.7 +0.3
KLMT Invesco MSCI Global Climate 500 ETF 0.1 10 65 4.9 -0.5
VO Vanguard Mid-Cap ETF 0.1 4 71 21.6 +16.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 63 4.5 -1.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 45 6.4 +0.9
DFAI Dimensional International Core Equity Market ETF 0.0 18 57 6.1 +0.6
VUG Vanguard Growth ETF 0.0 4 71 20.9 +15.4
PRXG Praxis Impact Large Cap Growth ETF 0.0 36 39 3.2 -2.3
AVIV Avantis International Large Cap Value ETF 0.0 25 50 7.0 +1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 47 5.5 +0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.0 10 65 3.7 -1.8
GWX SPDR S&P International Small Cap ETF 0.0 40 35 5.8 +0.3
VV Vanguard Large-Cap ETF 0.0 4 71 4.1 -1.4
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 72 5.8 +0.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 10 0.0 -5.5

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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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:		 Horizon Small/Mid Cap Core Equity 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 14.9 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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