State Street SPDR S&P Health Care Services ETF
ALTAR
Score™		 3.7% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.9x P/Sales
ratio		 0.6x
P/BV
ratio		 2.3x Div.
yield		 1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
SPDR S&P Health Care Services ETF is an exchange-traded fund incorporated in the USA. The Fund's objective is to replicate as closely as possible the performance of the S&P Health Care Services Select Industry Index.

FUND BASICS
Category US Equities
Fund Sponsor SSGA Funds Management Inc
Website www.spdrs.com
Inception date Sep 28, 2011
Assets (mns) $104
Currency USD
Expense ratio 35 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Equal
Index replication n/a
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 56
Wgt avg mkt cap (mns) $22,977
Large cap (>$10bn) 34.9%
Mid cap ($2-10bn) 36.4%
Small cap (<$2bn) 26.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CLOVER HEALTH INVESTMENTS CORP CLA 3.2 %
HUMANA INC 3.2 %
CENTENE CORP 3.0 %
BRIGHTSPRING HEALTH SERVICES, INC. 2.7 %
GUARDANT HEALTH, INC. 2.6 %
PROGYNY, INC. 2.6 %
ELEVANCE HEALTH INC 2.4 %
APOLLO MEDICAL HOLDINGS, INC. 2.4 %
UNITEDHEALTH GROUP INC 2.4 %
DAVITA INC 2.2 %
Total 26.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.3 %










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.
7.2% 17.9% 0.6% 7.7% 11.9%

Market Correlations
versus... Beta R-squared
S&P500 0.69 21%
MSCI EAFE 0.46 16%
MSCI Emg. Mkts. 0.27 9%

Technical Indicators
Recent close $116.62
30d moving avg. $112.48
Annualized volatility 19.9%
Short interest (ETF) 19.4%
Short interest (Underlying) 4.4%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 4
Turnover 0.5%
Bid/Ask (% of price) 0.25%
ADV underlying (mns) $5,860

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 692 potential alternatives to the State Street SPDR S&P Health Care Services ETF ETF based on the alternatives' overlap in portfolio holdings with XHS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XHS Expense: 35 bp ALTAR Score™: 3.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XHS
Ticker Fund
Name		 Overlap1
vs XHS
(%)		 Expense
ratio
(bp)		 Savings
vs XHS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XHS
(%)
FXH First Trust Health Care AlphaDEX Fund 26.2 62 -27 4.7 +1.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 25.5 40 -5 7.4 +3.7
VHT Vanguard Health Care ETF 14.9 9 26 5.2 +1.5
PSCH Invesco S&P SmallCap Health Care ETF 14.9 29 6 2.4 -1.3
FHLC Fidelity MSCI Health Care Index ETF 14.8 8 27 5.4 +1.7
SRHQ SRH U.S. Quality ETF 14.5 35 0 6.2 +2.5
XLV Health Care Select Sector SPDR 14.2 8 27 6.6 +2.9
RPV Invesco S&P 500 Pure Value ETF 14.1 35 0 8.8 +5.1
RWL Invesco S&P 500 Revenue ETF 14.1 39 -4 5.7 +2.0
SPVU Invesco S&P 500 Enhanced Value ETF 13.3 13 22 8.1 +4.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 12.5 60 -25 -1.6 -5.3
IXJ iShares Global Healthcare ETF 10.9 42 -7 6.3 +2.6
HEAL Global X HealthTech ETF 10.6 50 -15 -1.5 -5.2
IYH iShares U.S. Healthcare ETF 10.2 40 -5 5.8 +2.1
FMED Fidelity Disruptive Medicine ETF 9.6 50 -15 -1.2 -4.9
HART IQ Healthy Hearts ETF 9.4 45 -10 5.8 +2.1
DBSC Deepwater Beachfront Small Cap ETF 9.2 85 -50 1.1 -2.6
ECML Euclidean Fundamental Value ETF 9.1 95 -60 8.9 +5.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 9.1 65 -30 0.6 -3.1
SMRI Bushido Capital US Equity ETF 9.0 71 -36 7.4 +3.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.9 60 -25 6.0 +2.3
COWZ Pacer US Cash Cows 100 ETF 8.7 49 -14 7.7 +4.0
FDHT Fidelity Digital Health ETF 8.4 39 -4 1.7 -2.0
LST Leuthold Select Industries ETF 8.3 91 -56 4.7 +1.0
AVIE Avantis  Inflation Focused Equity ETF 7.7 25 10 6.0 +2.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.5 20 15 7.3 +3.6
PINK Simplify Health Care ETF 7.3 50 -15 0.9 -2.8
FLDZ RiverNorth Patriot ETF 7.3 75 -40 5.6 +1.9
VFLO VictoryShares Free Cash Flow ETF 7.2 39 -4 7.2 +3.5
QLTY GMO U.S. Quality ETF 7.1 50 -15 3.9 +0.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 6.9 55 -20 3.2 -0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.9 35 0 5.7 +2.0
FFOX FundX Future Fund Opportunities ETF 6.8 100 -65 2.5 -1.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.8 49 -14 4.9 +1.2
GKAT Scharf Global Opportunity ETF 6.8 57 -22 5.8 +2.1
RAFE PIMCO RAFI ESG U.S. ETF 6.8 29 6 6.1 +2.4
KAT Scharf ETF 6.7 87 -52 6.2 +2.5
GDOC Goldman Sachs Future Health Care Equity ETF 6.6 75 -40 1.0 -2.8
RTH VanEck Retail ETF 6.5 35 0 4.9 +1.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 6.3 70 -35 4.0 +0.3
IUS Invesco RAFI Strategic US ETF 6.2 19 16 5.6 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 6.2 39 -4 6.3 +2.6
DUSA Davis Select U.S. Equity ETF 6.1 61 -26 6.9 +3.2
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -45 6.0 +2.3
MEDI Harbor Health Care ETF 6.0 80 -45 -1.4 -5.1
DSTL Distillate US Fundamental Stability & Value ETF 6.0 39 -4 7.8 +4.1
JDOC JPMorgan Healthcare Leaders ETF 5.9 65 -30 3.5 -0.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.9 15 20 7.7 +4.0
CSTK Invesco Comstock Contrarian Equity ETF 5.9 35 0 5.8 +2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.9 18 17 5.1 +1.4
PY Principal Value ETF 5.7 15 20 7.0 +3.3
STXV Strive 1000 Value ETF 5.6 18 17 6.8 +3.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.6 60 -25 9.3 +5.6
ACSI American Customer Satisfaction ETF 5.5 65 -30 4.5 +0.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.5 20 15 5.8 +2.1
LFSC F/m Emerald Life Sciences Innovation ETF 5.5 79 -44 0.0 -3.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.5 15 20 6.3 +2.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 5.4 12 23 6.2 +2.5
TAX Cambria Tax Aware ETF 5.3 49 -14 4.1 +0.4
ITAN Sparkline Intangible Value ETF 5.3 50 -15 5.8 +2.1
PSC Principal U.S. Small-Cap ETF 5.2 38 -3 3.7 -0.0
ULVM VictoryShares US Value Momentum ETF 5.2 20 15 6.1 +2.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 5.2 48 -13 8.0 +4.3
DEUS Xtrackers Russell US Multifactor ETF 5.1 17 18 6.4 +2.7
VFVA Vanguard U.S. Value Factor ETF 5.1 13 22 9.4 +5.7
SSPY Syntax Stratified LargeCap ETF 5.1 30 5 6.0 +2.3
ROSC Hartford Multifactor Small Cap ETF 5.1 34 1 7.2 +3.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.0 65 -30 4.5 +0.8
OSCV Opus Small Cap Value ETF 5.0 79 -44 5.9 +2.2
QUVU Hartford Quality Value ETF 5.0 46 -11 5.6 +1.9
BLCV iShares Large Cap Value Active ETF 5.0 53 -18 6.3 +2.6
DWLD Davis Select Worldwide ETF 5.0 63 -28 6.7 +3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.0 19 16 5.0 +1.3
IYK iShares U.S. Consumer Staples ETF 4.9 40 -5 6.0 +2.3
PKW Invesco Buyback Achievers ETF 4.9 62 -27 7.4 +3.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.9 60 -25 6.2 +2.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.8 25 10 6.2 +2.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.8 65 -30 3.5 -0.2
ABLS Abacus FCF Small Cap Leaders ETF 4.8 59 -24 4.5 +0.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.7 29 6 7.1 +3.4
TCV Towle Value ETF 4.7 85 -50 9.3 +5.6
FTA First Trust Large Cap Value AlphaDEX Fund 4.7 59 -24 7.6 +3.9
USMF WisdomTree U.S. Multifactor Fund 4.6 28 7 6.5 +2.8
CWS AdvisorShares Focused Equity ETF 4.6 84 -49 4.8 +1.1
FNDB Schwab Fundamental US Broad Market Index ETF 4.5 25 10 6.1 +2.4
VFMF Vanguard U.S. Multifactor ETF 4.5 18 17 6.6 +2.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.5 20 15 5.5 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 4.5 50 -15 6.3 +2.6
LYLD Cambria Large Cap Shareholder Yield ETF 4.4 59 -24 8.4 +4.7
RAYD Rayliant Quantitative Developed Market Equity ETF 4.4 80 -45 3.6 -0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.4 29 6 6.7 +3.0
POWA Invesco Bloomberg Pricing Power ETF 4.4 40 -5 5.8 +2.1
FSGS First Trust SMID Growth Strength ETF 4.4 60 -25 4.9 +1.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.4 25 10 11.1 +7.4
TXS Texas Capital Texas Equity Index ETF 4.4 49 -14 5.0 +1.3
IWO iShares Russell 2000 Growth ETF 4.4 24 11 0.5 -3.2
GNOM Global X Genomics & Biotechnology ETF 4.3 50 -15 -2.6 -6.3
EQIN Columbia US Equity Income ETF 4.3 35 0 6.1 +2.4
REVS Columbia Research Enhanced Value ETF 4.3 19 16 6.6 +2.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.3 55 -20 8.8 +5.1
PWV Invesco Large Cap Value ETF 4.2 55 -20 6.2 +2.5
CTEF Castellan Targeted Equity ETF 4.1 45 -10 2.8 -1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 4.1 30 5 2.6 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 4.1 13 22 5.7 +2.0
JAVA JPMorgan Active Value ETF 4.1 44 -9 5.5 +1.8
FDLS Inspire Fidelis Multi Factor ETF 4.1 76 -41 3.3 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.1 18 17 6.9 +3.2
MFVL Motley Fool Value Factor ETF 4.0 50 -15 5.8 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 4.0 6 29 7.0 +3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.0 70 -35 2.1 -1.7
FEGE First Eagle Global Equity ETF 4.0 79 -44 6.1 +2.4
BGDV Bahl & Gaynor Dividend ETF 4.0 45 -10 3.9 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 4.0 34 1 5.6 +1.9
RNSC Furst Trust Small Cap US Equity Select ETF 4.0 60 -25 4.6 +0.9
WCEO Hypatia Women CEO ETF 3.9 85 -50 4.7 +1.0
VFMO Vanguard U.S. Momentum Factor ETF 3.9 13 22 1.7 -2.0
CVAR Cultivar ETF 3.8 87 -52 7.2 +3.5
HRTS Tema Heart & Health ETF 3.8 75 -40 2.9 -0.8
DVGR DAC 3D Dividend Growth ETF 3.8 65 -30 4.7 +1.0
RECS Columbia Research Enhanced Core ETF 3.8 15 20 5.3 +1.6
GVLU Gotham 1000 Value ETF 3.8 50 -15 8.3 +4.6
SPGP Invesco S&P 500 GARP ETF 3.8 34 1 5.7 +2.0
DGRO iShares Core Dividend Growth ETF 3.7 8 27 5.5 +1.8
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -20 4.1 +0.4
ARKG ARK Genomic Revolution ETF 3.7 75 -40 -1.3 -5.0
DIVB iShares Core Dividend ETF 3.7 5 30 6.9 +3.2
MGV Vanguard Mega Cap Value ETF 3.7 7 28 5.4 +1.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.6 20 15 6.0 +2.3
COWS Amplify Cash Flow Dividend Leaders ETF 3.6 0 35 7.3 +3.6
DSMC Distillate Small/Mid Cash Flow ETF 3.6 55 -20 10.9 +7.2
VTV Vanguard Value ETF 3.6 4 31 5.8 +2.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.6 75 -40 1.9 -1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.6 15 20 5.0 +1.3
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -27 1.5 -2.2
SYLD Cambria Shareholder Yield ETF 3.6 59 -24 10.4 +6.7
FXG First Trust Consumer Staples AlphaDEX Fund 3.5 63 -28 8.4 +4.7
AFSM First Trust Active Factor Small Cap ETF 3.5 75 -40 5.8 +2.1
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 25 0.6 -3.1
SIXS ETC 6 Meridian Small Cap Equity ETF 3.5 89 -54 8.1 +4.4
HELX Franklin Genomic Advancements ETF 3.5 50 -15 -1.4 -5.1
BLCR iShares Large Cap Core Active ETF 3.5 36 -1 2.8 -0.9
SMOT VanEck Morningstar SMID Moat ETF 3.5 49 -14 6.3 +2.6
DFLV Dimensional US Large Cap Value ETF 3.5 22 13 6.1 +2.4
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 15 5.7 +2.0
VOE Vanguard Mid-Cap Value ETF 3.4 7 28 6.8 +3.1
USMV iShares MSCI USA Min Vol Factor ETF 3.4 15 20 5.3 +1.6
DFUV Dimensional US Marketwide Value ETF 3.3 22 13 6.1 +2.4
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 -24 4.9 +1.2
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 15 5.9 +2.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.3 15 20 3.7 +0.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.2 4 31 5.7 +2.0
IVE iShares S&P 500 Value ETF 3.2 18 17 5.5 +1.8
QVAL Alpha Architect US Quantitative Value ETF 3.2 39 -4 9.4 +5.7
AFLG First Trust Active Factor Large Cap ETF 3.2 55 -20 5.0 +1.3
VOOV Vanguard S&P 500 Value ETF 3.2 7 28 5.6 +1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.2 24 11 7.1 +3.4
EVUS iShares ESG Aware MSCI USA Value ETF 3.2 18 17 5.6 +1.9
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 8 8.1 +4.4
VEGN US Vegan Climate ETF 3.2 60 -25 3.3 -0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 3.2 71 -36 -0.6 -4.3
JPSV JPMorgan Active Small Cap Value ETF 3.2 74 -39 7.5 +3.8
ROUS Hartford Multifactor US Equity ETF 3.1 19 16 5.3 +1.6
XOEF iShares S&P 500 ex S&P 100 ETF 3.1 20 15 4.6 +0.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.1 40 -5 6.9 +3.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.1 15 20 5.5 +1.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.1 39 -4 3.5 -0.2
JVAL JPMorgan U.S. Value Factor ETF 3.1 12 23 6.7 +3.0
LCF Touchstone US Large Cap Focused ETF 3.1 69 -34 3.6 -0.1
IJT iShares S&P Small-Cap 600 Growth ETF 3.1 18 17 3.7 -0.0
WTV WisdomTree US Value ETF 3.1 12 23 7.7 +4.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 3.1 35 0 7.2 +3.5
AFMC First Trust Active Factor Mid Cap ETF 3.1 65 -30 7.0 +3.3
DVND Touchstone Dividend Select ETF 3.1 67 -32 5.2 +1.5
IUSV iShares Core S&P US Value ETF 3.1 4 31 5.8 +2.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.0 35 0 4.4 +0.7
ROE Astoria US Quality Kings ETF 3.0 49 -14 5.2 +1.5
IJK iShares S&P Mid-Cap 400 Growth ETF 3.0 17 18 4.0 +0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.0 10 25 4.1 +0.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 3.0 15 20 4.1 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 3.0 67 -32 8.7 +5.0
SAGP Strategas Global Policy Opportunities ETF 3.0 65 -30 4.9 +1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.0 10 25 3.7 -0.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.0 15 20 3.0 -0.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 3.0 75 -40 4.0 +0.3
FLV American Century Focused Large Cap Value ETF 3.0 42 -7 6.0 +2.3
NULV Nuveen ESG Large-Cap Value ETF 3.0 26 9 5.1 +1.4
BUL Pacer US Cash Cows Growth ETF 3.0 60 -25 3.4 -0.3
VYM Vanguard High Dividend Yield Index ETF 3.0 6 29 6.0 +2.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 3.0 3 32 6.4 +2.7
VLUE iShares MSCI USA Value Factor ETF 3.0 15 20 6.2 +2.5
SVAL iShares US Small Cap Value Factor ETF 2.9 20 15 7.3 +3.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.9 25 10 4.9 +1.2
SPLV Invesco S&P 500 Low Volatility ETF 2.9 25 10 5.1 +1.4
NUMV Nuveen ESG Mid-Cap Value ETF 2.9 31 4 5.5 +1.8
IWX iShares Russell Top 200 Value ETF 2.9 20 15 5.0 +1.3
VIG Vanguard Dividend Appreciation ETF 2.9 5 30 4.9 +1.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.9 6 29 2.7 -1.0
ABFL Abacus FCF Leaders ETF 2.9 59 -24 3.7 0.0
PRXV Praxis Impact Large Cap Value ETF 2.8 36 -1 5.6 +1.9
KOCG FIS Knights of Columbus Global Belief ETF 2.8 75 -40 4.4 +0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.8 15 20 5.1 +1.4
IJR iShares Core S&P Small Cap ETF 2.8 6 29 6.3 +2.6
IPO Renaissance IPO ETF 2.8 60 -25 1.6 -2.1
HYP Golden Eagle Dynamic Hypergrowth ETF 2.8 85 -50 -0.8 -4.5
FESM Fidelity Enhanced Small Cap ETF 2.8 28 7 2.3 -1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.8 50 -15 8.0 +4.3
PPH VanEck Pharmaceutical ETF 2.8 36 -1 6.9 +3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.8 30 5 7.6 +3.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.8 29 6 6.4 +2.7
VIOO Vanguard S&P Small-Cap 600 ETF 2.8 7 28 6.2 +2.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.8 28 7 4.9 +1.2
RSSL Global X Russell 2000 ETF 2.8 8 27 2.7 -1.0
VUSV Vanguard Wellington U.S. Value Active ETF 2.8 30 5 5.7 +2.0
QLC FlexShares US Quality Large Cap Index Fund 2.8 25 10 4.5 +0.8
IWM iShares Russell 2000 ETF 2.7 19 16 2.6 -1.1
FPX First Trust US Equity Opportunities ETF 2.7 61 -26 0.8 -2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.7 29 6 5.6 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 2.7 60 -25 6.2 +2.5
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 1 3.3 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 26 5.2 +1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.7 64 -29 1.3 -2.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 15 8.6 +4.9
ILCV iShares Morningstar Value ETF 2.6 4 31 5.3 +1.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.6 15 20 9.0 +5.3
NUDV Nuveen ESG Dividend ETF 2.6 26 9 6.1 +2.4
COPY Tweedy, Browne Insider + Value ETF 2.6 80 -45 14.9 +11.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.6 75 -40 6.1 +2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 15 4.0 +0.3
GDIV Harbor Dividend Growth Leaders ETF 2.6 50 -15 4.0 +0.3
IJS iShares S&P Small-Cap 600 Value ETF 2.6 18 17 8.9 +5.2
SPIT F/m Emerald Special Situations ETF 2.6 105 -70 -0.7 -4.4
SMOX Horizon Small/Mid Cap Core Equity ETF 2.6 75 -40 5.3 +1.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.6 60 -25 8.6 +4.9
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 10 5.9 +2.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.6 10 25 9.0 +5.3
IMCB iShares Morningstar Mid-Cap ETF 2.6 4 31 5.2 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 2.6 30 5 5.2 +1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.5 4 31 5.6 +1.9
IWD iShares Russell 1000 Value ETF 2.5 19 16 5.4 +1.7
IWP iShares Russell Mid-Cap Growth ETF 2.5 23 12 2.9 -0.9
AIEQ AI Powered Equity ETF 2.5 75 -40 3.6 -0.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.5 12 23 3.6 -0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 2.5 12 23 5.4 +1.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 6 4.0 +0.3
SCHM Schwab U.S. Mid-Cap ETF 2.5 4 31 5.8 +2.1
VONV Vanguard Russell 1000 Value ETF 2.5 7 28 5.5 +1.8
WLDR Affinity World Leaders Equity ETF 2.5 67 -32 5.8 +2.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 10 4.1 +0.4
CVY Invesco Zacks Multi-Asset Income ETF 2.5 106 -71 10.0 +6.3
PFM Invesco Dividend Achievers ETF 2.5 53 -18 4.6 +0.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 18 4.9 +1.2
VAMO Cambria Value & Momentum ETF 2.5 61 -26 5.3 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.4 9 26 4.9 +1.2
AKAF The Frontier Economic Fund 2.4 20 15 5.2 +1.5
ASLV Allspring Special Large Value ETF 2.4 35 0 5.2 +1.5
VTWO Vanguard Russell 2000 ETF 2.4 7 28 2.8 -0.9
BEEX BeeHive ETF 2.4 84 -49 3.7 -0.0
DIVE Dana Concentrated Dividend ETF 2.4 65 -30 6.9 +3.2
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -7 5.4 +1.7
SFGV Sequoia Global Value ETF 2.4 23 12 7.1 +3.4
STXM Strive Mid-Cap ETF 2.4 18 17 5.8 +2.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.4 15 20 6.1 +2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -45 6.9 +3.2
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 26 5.5 +1.8
DIVZ TrueShares Low Volatility Equity Income ETF 2.4 65 -30 5.9 +2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.4 7 28 6.5 +2.8
CGDV Capital Group Dividend Value ETF 2.4 33 2 3.8 +0.1
LGRO Level Four Large Cap Growth Active ETF 2.4 55 -20 3.6 -0.1
EDOW First Trust Dow 30 Equal Weight ETF 2.4 50 -15 4.6 +0.9
SCHD Schwab US Dividend Equity ETF 2.4 6 29 8.0 +4.3
DIA SPDR Dow Jones Industrial Average ETF 2.4 16 19 4.7 +1.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.4 15 20 4.2 +0.5
BGIG Bahl & Gaynor Income Growth ETF 2.4 45 -10 4.5 +0.8
TBG TBG Dividend Focus ETF 2.4 59 -24 6.2 +2.5
FMTM MarketDesk Focused U.S. Momentum ETF 2.4 45 -10 4.6 +0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 2.4 75 -40 4.8 +1.1
FBCV Fidelity Blue Chip Value ETF 2.4 59 -24 5.8 +2.1
ASCE Allspring SMID Core ETF 2.4 38 -3 2.9 -0.8
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 17 5.6 +1.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.3 19 16 4.7 +1.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.3 30 5 3.7 -0.0
FTXH First Trust Nasdaq Pharmaceuticals ETF 2.3 60 -25 6.9 +3.2
NUSC Nuveen ESG Small-Cap ETF 2.3 31 4 4.9 +1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 7 5.4 +1.7
SIZE iShares MSCI USA Size Factor ETF 2.3 15 20 5.4 +1.7
FDLO Fidelity Low Volatility Factor ETF 2.3 15 20 4.8 +1.1
FSMD Fidelity Small-Mid Multifactor ETF 2.3 15 20 6.5 +2.8
NIXT Research Affiliates Deletions ETF 2.3 9 26 6.6 +2.9
FVAL Fidelity Value Factor ETF 2.3 15 20 5.9 +2.2
GQI Natixis Gateway Quality Income ETF 2.3 34 1 4.6 +0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.3 35 0 6.3 +2.6
LOWV AB US Low Volatility Equity ETF 2.3 48 -13 4.3 +0.6
LGCF Themes US Cash Flow Champions ETF 2.2 30 5 7.3 +3.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.2 35 0 4.3 +0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 -4 7.4 +3.7
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -30 3.4 -0.3
DFAS Dimensional U.S. Small Cap ETF 2.2 26 9 5.6 +1.9
AZTD Aztlan Global Stock Selection DM SMID ETF 2.2 75 -40 4.1 +0.4
AGNG Global X Aging Population ETF 2.2 50 -15 4.4 +0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.2 15 20 6.7 +3.0
DFSU Dimensional US Sustainability Core 1 ETF 2.2 18 17 4.6 +0.9
ISCB iShares Morningstar Small-Cap ETF 2.2 4 31 5.4 +1.7
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -40 2.2 -1.6
FBT First Trust NYSE Arca Biotechnology Index Fund 2.2 56 -21 2.5 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -26 5.4 +1.7
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 10 6.9 +3.2
SQLV Royce Quant Small-Cap Quality Value ETF 2.1 60 -25 8.0 +4.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 26 3.7 +0.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.1 39 -4 9.5 +5.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.1 80 -45 5.5 +1.8
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 -1 8.2 +4.5
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -10 9.0 +5.3
DTD WisdomTree U.S. Total Dividend Fund 2.1 28 7 5.7 +2.0
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 -13 3.8 +0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.1 58 -23 5.0 +1.3
VBK Vanguard Small-Cap Growth ETF 2.1 7 28 1.2 -2.5
FCPI Fidelity Stocks for Inflation ETF 2.1 15 20 5.9 +2.2
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -55 7.8 +4.1
GURU Global X Guru Index ETF 2.1 75 -40 2.4 -1.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 -17 5.1 +1.4
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 23 3.3 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 2.1 35 0 5.3 +1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 28 5.3 +1.6
SFYF SoFi Social 50 ETF 2.1 29 6 0.8 -2.9
VALQ American Century U.S. Quality Value ETF 2.1 29 6 7.0 +3.3
VB Vanguard Small-Cap ETF 2.1 5 30 5.2 +1.5
MBOX Freedom Day Dividend ETF 2.1 39 -4 6.7 +3.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 15 6.1 +2.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 26 4.3 +0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.1 40 -5 5.3 +1.6
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -7 4.0 +0.3
TPSC Timothy Plan US Small Cap Core ETF 2.0 52 -17 6.6 +2.9
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 10 5.4 +1.7
FFTY Innovator IBD 50 ETF 2.0 80 -45 -0.0 -3.7
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 6 10.8 +7.1
CGGO Capital Group Global Growth Equity ETF 2.0 47 -12 4.1 +0.4
VBR Vanguard Small Cap Value ETF 2.0 7 28 7.9 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 39 -4 2.3 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 21 4.1 +0.4
HGRO Hedgeye Quality Growth ETF 2.0 70 -35 3.3 -0.4
JHML John Hancock Multifactor Large Cap ETF 2.0 29 6 4.5 +0.8
QLV FlexShares US Quality Low Volatility Index Fund 2.0 22 13 5.0 +1.3
FDRR Fidelity Dividend ETF for Rising Rates 2.0 15 20 5.7 +2.0
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.0 68 -33 2.5 -1.3
TMFX Motley Fool Next Index ETF 2.0 50 -15 3.0 -0.7
TMFM Motley Fool Mid-Cap Growth ETF 2.0 85 -50 2.1 -1.6
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -50 1.3 -2.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 -4 1.1 -2.6
DSPY Tema S&P 500 Historical Weight ETF 2.0 18 17 4.4 +0.7
GSPY Gotham Enhanced 500 ETF 2.0 50 -15 4.4 +0.7
EPS WisdomTree U.S. LargeCap Fund 2.0 8 27 4.7 +1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -25 4.4 +0.7
IWR iShares Russell Midcap ETF 2.0 19 16 5.4 +1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -17 5.1 +1.4
EZM WisdomTree U.S. MidCap Fund 2.0 38 -3 8.0 +4.3
RFFC ALPS Active Equity Opportunity ETF 1.9 48 -13 3.7 -0.1
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -55 3.1 -0.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 -3 3.9 +0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.9 25 10 7.7 +4.0
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 15 7.9 +4.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 -1 8.3 +4.6
RUNN Running Oak Efficient Growth ETF 1.9 58 -23 4.9 +1.2
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 26 4.1 +0.4
KONG Formidable Fortress ETF 1.9 89 -54 5.2 +1.5
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -20 4.8 +1.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.9 49 -14 6.3 +2.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 10 4.9 +1.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.9 80 -45 3.8 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 23 5.9 +2.2
TOPC iShares S&P 500 3% Capped ETF 1.9 15 20 4.4 +0.7
VDIG Vanguard Wellington Dividend Growth Active ETF 1.9 40 -5 4.5 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 1.9 9 26 4.0 +0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 0 6.1 +2.4
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 25 4.3 +0.6
SMMD iShares Russell 2500 ETF 1.9 15 20 5.5 +1.8
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 -4 7.8 +4.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.9 10 25 4.2 +0.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 24 4.3 +0.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.8 20 15 4.2 +0.5
TEXN iShares Texas Equity ETF 1.8 20 15 4.9 +1.2
AVMC Avantis U.S. Mid Cap Equity ETF 1.8 18 17 6.0 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 1.8 4 31 5.6 +1.9
VO Vanguard Mid-Cap ETF 1.8 4 31 21.0 +17.3
YLDE ClearBridge Dividend Strategy ESG ETF 1.8 60 -25 5.2 +1.5
GRPM Invesco S&P MidCap 400 GARP ETF 1.8 35 0 6.8 +3.1
IBUY Amplify Online Retail ETF 1.8 65 -30 2.3 -1.4
ISMD Inspire Small/Mid Cap ETF 1.8 54 -19 5.0 +1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.8 60 -25 5.9 +2.2
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 23 6.2 +2.5
QGRO American Century U.S. Quality Growth ETF 1.8 29 6 3.9 +0.2
SCHA Schwab U.S. Small-Cap ETF 1.7 4 31 4.4 +0.7
FTDS First Trust Dividend Strength ETF 1.7 70 -35 7.2 +3.5
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.7 35 0 6.2 +2.5
IWS iShares Russell Mid-Cap Value ETF 1.7 23 12 6.0 +2.3
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -14 3.6 -0.1
PRAY FIS Christian Stock Fund 1.7 69 -34 3.9 +0.2
KLMN Invesco MSCI North America Climate ETF 1.7 9 26 4.3 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.7 23 12 5.9 +2.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.7 5 30 7.2 +3.5
DXUV Dimensional US Vector Equity ETF 1.7 28 7 5.2 +1.5
TOLL Tema Durable Quality ETF 1.7 75 -40 3.8 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 20 6.2 +2.5
XVV iShares ESG Screened S&P 500 ETF 1.7 8 27 4.1 +0.4
KNO AXS Knowledge Leaders ETF 1.7 78 -43 4.0 +0.3
EES WisdomTree U.S. SmallCap Fund 1.7 38 -3 7.9 +4.2
ANEW ProShares MSCI Transformational Changes ETF 1.7 45 -10 4.4 +0.7
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 20 4.1 +0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -24 1.8 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.7 15 20 4.9 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 18 4.7 +1.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.7 4 31 3.3 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 9 26 4.0 +0.3
VXF Vanguard Extended Market ETF 1.7 5 30 3.7 +0.0
PBUS Invesco MSCI USA ETF 1.7 4 31 4.2 +0.5
IJH iShares Core S&P Mid-Cap ETF 1.7 5 30 6.1 +2.4
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 32 6.1 +2.4
CGUS Capital Group Core Equity ETF 1.7 33 2 3.6 -0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 10 7.4 +3.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 28 6.0 +2.3
FFND Future Fund Active ETF 1.6 100 -65 4.3 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 1.6 60 -25 6.6 +2.9
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 -4 7.4 +3.7
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 6 6.9 +3.2
RNIN Bushido Capital US SMID Cap Equity ETF 1.6 70 -35 10.6 +6.9
STXK Strive Small-Cap ETF 1.6 18 17 5.2 +1.5
FSCS First Trust SMID Capital Strength ETF 1.6 60 -25 7.1 +3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 28 4.1 +0.4
ENHU iShares Enhanced Large Cap Core Active ETF 1.6 22 13 4.1 +0.4
RAUS RACWI US ETF 1.6 15 20 4.1 +0.4
AVSC Avantis U.S Small Cap Equity ETF 1.6 25 10 4.7 +1.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.6 15 20 4.2 +0.5
CHRI Global X S&P 500 Christian Values ETF 1.6 29 6 3.9 +0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 15 4.0 +0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 24 4.1 +0.4
DHS WisdomTree U.S. High Dividend Fund 1.6 38 -3 8.1 +4.4
STOX Horizon Core Equity ETF 1.6 70 -35 3.6 -0.1
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -7 6.0 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 6 4.0 +0.3
IWV iShares Russell 3000 ETF 1.6 20 15 4.0 +0.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 32 4.3 +0.6
DFUS Dimensional U.S. Equity ETF 1.6 9 26 4.1 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 35 4.1 +0.4
SFTY Horizon Managed Risk ETF 1.6 77 -42 3.5 -0.2
TPHD Timothy Plan High Dividend Stock ETF 1.6 52 -17 6.1 +2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 32 4.1 +0.4
IYY iShares Dow Jones U.S. ETF 1.6 20 15 4.1 +0.4
VTI Vanguard Total Stock Market ETF 1.6 3 32 4.1 +0.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.6 60 -25 -0.9 -4.6
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -44 3.3 -0.4
VOTE TCW Transform 500 ETF 1.6 5 30 4.1 +0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 1.5 70 -35 9.7 +6.0
VTHR Vanguard Russell 3000 ETF 1.5 7 28 4.1 +0.4
OPTZ Optimize Strategy Index ETF 1.5 50 -15 3.4 -0.3
ISCV iShares Morningstar Small Cap Value ETF 1.5 6 29 7.8 +4.1
SCHK Schwab 1000 Index ETF 1.5 5 30 4.2 +0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 33 4.1 +0.4
DCOR Dimensional US Core Equity 1 ETF 1.5 14 21 4.6 +0.9
AVMV Avantis U.S. Mid Cap Value ETF 1.5 20 15 7.2 +3.5
IVV iShares Core S&P 500 ETF 1.5 3 32 4.2 +0.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.5 2 33 4.2 +0.5
SPY SPDR S&P 500 ETF 1.5 9 26 4.1 +0.4
SCHB Schwab U.S. Broad Market ETF 1.5 3 32 4.2 +0.5
VOO Vanguard S&P 500 ETF 1.5 3 32 4.2 +0.5
SCHX Schwab U.S. Large-Cap ETF 1.5 3 32 4.2 +0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 0 6.9 +3.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.5 12 23 3.4 -0.3
DFAU Dimensional US Core Equity Market ETF 1.5 12 23 4.3 +0.6
IWB iShares Russell 1000 ETF 1.5 15 20 4.1 +0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.5 38 -3 6.9 +3.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 0 6.6 +2.9
INRO iShares U.S. Industry Rotation Active ETF 1.5 42 -7 3.5 -0.2
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 32 4.1 +0.4
VONE Vanguard Russell 1000 ETF 1.5 7 28 4.2 +0.5
VV Vanguard Large-Cap ETF 1.5 4 31 4.1 +0.4
KRMA Global X Conscious Companies ETF 1.5 43 -8 5.1 +1.4
DFAT Dimensional U.S. Targeted Value ETF 1.5 28 7 8.6 +4.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 10 6.1 +2.4
STRV Strive 500 ETF 1.5 5 30 4.1 +0.4
GXLC Global X U.S. 500 ETF 1.5 2 33 4.1 +0.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 17 3.9 +0.2
APUE ActivePassive U.S. Equity ETF 1.5 45 -10 3.9 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.4 39 -4 3.9 +0.2
MGC Vanguard Mega Cap ETF 1.4 7 28 3.9 +0.2
LRGF iShares U.S. Equity Factor ETF 1.4 8 27 4.6 +0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.4 60 -25 5.1 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.4 47 -12 5.0 +1.3
DFVX Dimensional US Large Cap Vector ETF 1.4 22 13 5.3 +1.6
ALIL Argent Focused Small Cap ETF 1.4 74 -39 5.6 +1.9
USEW Cambria US EW ETF 1.4 30 5 4.1 +0.4
USSE Segall Bryant & Hamill Select Equity ETF 1.4 65 -30 2.9 -0.8
EMOT First Trust S&P 500 Economic Moat ETF 1.4 60 -25 7.9 +4.2
LEAD Siren DIVCON Leaders Dividend ETF 1.4 43 -8 3.6 -0.1
BDIV AAM Brentview Dividend Growth ETF 1.4 49 -14 3.7 -0.0
SEMG Suncoast Select Growth ETF 1.4 60 -25 3.8 +0.1
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 20 4.9 +1.2
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 -15 5.1 +1.4
WSML iShares MSCI World Small-Cap ETF 1.4 15 20 5.3 +1.6
IWL iShares Russell Top 200 ETF 1.4 15 20 3.9 +0.2
SGLC SGI U.S. Large Cap Core ETF 1.4 85 -50 3.6 -0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 3 3.9 +0.2
DEEP Roundhill Acquirers Deep Value ETF 1.4 80 -45 15.7 +12.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 15 4.2 +0.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.4 56 -21 6.8 +3.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 0 11.1 +7.4
EBI Longview Advantage ETF 1.4 35 0 5.9 +2.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.4 35 0 3.1 -0.7
BFOR ALPS Barron's 400 ETF 1.4 65 -30 5.0 +1.3
ACVF American Conservative Values ETF 1.4 75 -40 3.7 -0.0
PAWZ ProShares Pet Care ETF 1.4 50 -15 4.4 +0.7
SWP SWP Growth & Income ETF 1.4 99 -64 4.2 +0.5
RVRB Reverb ETF 1.4 30 5 3.8 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 11 5.9 +2.2
JGLO JPMorgan Global Select Equity ETF 1.4 33 2 4.3 +0.6
MFMO Motley Fool Momentum Factor ETF 1.4 50 -15 2.0 -1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 28 4.4 +0.7
DVY iShares Select Dividend ETF 1.3 38 -3 8.1 +4.4
FLQL Franklin LibertyQ U.S. Equity ETF 1.3 15 20 4.5 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.3 9 26 4.2 +0.5
FINX Global X FinTech ETF 1.3 68 -33 3.2 -0.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 -17 4.9 +1.2
TMAT Main Thematic Innovation ETF 1.3 164 -129 -1.9 -5.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -60 -0.5 -4.2
CCFE Concourse Capital Focused Equity ETF 1.3 95 -60 2.8 -0.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 28 10.0 +6.3
CGGR Capital Group Growth ETF 1.3 39 -4 2.6 -1.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 27 4.4 +0.7
MTUM iShares MSCI USA Momentum Factor ETF 1.3 15 20 2.3 -1.4
DGT State Street SPDR Global Dow ETF 1.3 50 -15 5.7 +2.0
FMDE Fidelity Enhanced Mid Cap ETF 1.3 23 12 5.4 +1.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.3 25 10 5.5 +1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 31 5.2 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.3 50 -15 3.4 -0.3
RJDI RJ Eagle Dividend Select Income ETF 1.3 55 -20 4.5 +0.8
DSI iShares MSCI KLD 400 Social ETF 1.3 25 10 4.1 +0.4
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -14 4.8 +1.1
FMKT The Free Markets ETF 1.3 76 -41 4.2 +0.5
JPEF JPMorgan Equity Focus ETF 1.3 50 -15 3.8 +0.1
YALL God Bless America ETF 1.3 65 -30 4.4 +0.7
ABIG Argent Large Cap ETF 1.3 49 -14 4.3 +0.6
DFSV Dimensional US Small Cap Value ETF 1.2 31 4 8.8 +5.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -14 7.9 +4.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.2 54 -19 5.9 +2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 26 4.4 +0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 -3 5.2 +1.5
KLMT Invesco MSCI Global Climate 500 ETF 1.2 10 25 5.0 +1.3
TOK iShares MSCI Kokusai ETF 1.2 26 9 4.3 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -38 9.9 +6.2
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 -4 7.5 +3.8
CHGX AXS Change Finance ESG ETF 1.1 49 -14 4.2 +0.5
SFY SoFi Select 500 ETF 1.1 0 35 3.7 +0.0
TMFC Motley Fool 100 Index ETF 1.1 50 -15 3.0 -0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 29 3.3 -0.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -25 3.4 -0.3
FDWM Fidelity Women's Leadership ETF 1.1 59 -24 3.8 +0.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -40 2.9 -0.8
URTH iShares MSCI World ETF 1.1 24 11 4.3 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 25 4.2 +0.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.1 43 -8 4.9 +1.2
USCF Themes US Cash Flow Champions ETF 1.1 29 6 7.7 +4.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 -12 7.7 +4.0
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 22 5.5 +1.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 -14 8.0 +4.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.1 59 -24 8.5 +4.8
STXD Strive 1000 Dividend Growth ETF 1.1 35 0 4.4 +0.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 1.0 49 -14 5.0 +1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -40 3.1 -0.6
SUSA iShares MSCI USA ESG Select ETF 1.0 25 10 4.0 +0.3
GLOF iShares Global Equity Factor ETF 1.0 20 15 5.6 +1.9
OEI Optimized Equity Income ETF 1.0 75 -40 3.6 -0.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -15 3.6 -0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.0 12 23 5.6 +1.9
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 25 4.2 +0.5
JHDV John Hancock U.S. High Dividend ETF 1.0 34 1 5.9 +2.2
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 20 4.4 +0.7
AGRW Allspring LT Large Growth ETF 1.0 35 0 3.3 -0.4
PSET Principal Quality ETF 1.0 15 20 4.9 +1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 -35 4.7 +1.0
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -15 4.3 +0.6
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -12 4.2 +0.5
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 0 3.3 -0.4
CGV Conductor Global Equity Value ETF 1.0 130 -95 7.7 +4.0
AVUS Avantis U.S. Equity ETF 1.0 15 20 4.7 +1.0
OEF iShares S&P 100 ETF 1.0 20 15 3.8 +0.1
AQLT iShares MSCI Global Quality Factor ETF 1.0 18 17 0.0 -3.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.0 30 5 3.8 +0.1
ACWI iShares MSCI ACWI ETF 1.0 32 3 4.6 +0.9
VT Vanguard Total World Stock ETF 1.0 6 29 5.0 +1.3
NULC Nuveen ESG Large-Cap ETF 1.0 21 14 3.9 +0.2
VSDA VictoryShares Dividend Accelerator ETF 1.0 35 0 6.5 +2.8
IWN iShares Russell 2000 Value ETF 0.9 24 11 4.8 +1.1
VTWV Vanguard Russell 2000 Value ETF 0.9 10 25 5.0 +1.3
DEMZ Democratic Large Cap Core ETF 0.9 45 -10 3.8 +0.1
XLG Invesco S&P 500 Top 50 ETF 0.9 20 15 3.6 -0.2
HDUS Hartford Disciplined US Equity ETF 0.9 19 16 4.7 +1.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.9 38 -3 8.1 +4.4
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 17 4.3 +0.6
MNZL Manzil Russell Halal USA Broad MarketETF 0.9 40 -5 3.7 +0.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.9 35 0 4.9 +1.2
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -24 2.1 -1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 26 4.9 +1.2
BUZZ VanEck Social Sentiment ETF 0.9 75 -40 -0.7 -4.4
CALF Pacer US Small Cap Cash Cows 100 ETF 0.9 59 -24 9.0 +5.3
GINX SGI Enhanced Global Income ETF 0.8 98 -63 6.7 +3.0
JGRO JPMorgan Active Growth ETF 0.8 44 -9 2.4 -1.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 5 4.0 +0.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.8 40 -5 6.9 +3.2
FVD First Trust Value Line Dividend Index Fund 0.8 65 -30 5.8 +2.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 23 3.4 -0.3
CANC Tema Oncology ETF 0.8 75 -40 -2.4 -6.1
EQL Alps Equal Sector Weight ETF 0.8 25 10 5.1 +1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.8 37 -2 5.4 +1.7
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 6 3.8 +0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -13 5.6 +1.9
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 25 3.8 +0.1
ARKK ARK Innovation ETF 0.8 75 -40 -3.0 -6.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 16 0.3 -3.4
GK AdvisorShares Gerber Kawasaki ETF 0.7 75 -40 1.4 -2.3
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 5 13.7 +10.0
GEW Cambria Global EW ETF 0.7 29 6 5.4 +1.7
SDY State Street SPDR S&P Dividend ETF 0.7 35 0 6.1 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 15 4.7 +1.0
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -15 3.6 -0.2
PTL Inspire 500 ETF 0.7 9 26 4.4 +0.7
DUHP Dimensional US High Profitability ETF 0.7 21 14 5.1 +1.4
CZA Invesco Zacks Mid-Cap ETF 0.6 72 -37 5.9 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.6 10 25 5.2 +1.5
JSTC Adasina Social Justice All Cap Global ETF 0.6 89 -54 4.3 +0.6
FDVV Fidelity High Dividend ETF 0.6 15 20 6.6 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 -3 8.2 +4.5
TINY ProShares Nanotechnology ETF 0.6 58 -23 1.3 -2.4
QTUM Defiance Quantum ETF 0.6 40 -5 3.5 -0.2
AVUQ Avantis U.S. Quality ETF 0.6 15 20 3.6 -0.1
FDMO Fidelity Momentum Factor ETF 0.6 15 20 2.5 -1.3
FFF Founders 100 ETF 0.6 75 -40 2.4 -1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -24 4.3 +0.6
SMCF Themes US Small Cap Cash Flow Champions ETF 0.6 29 6 9.9 +6.2
MAGA Point Bridge America First ETF 0.6 72 -37 5.2 +1.5
VONG Vanguard Russell 1000 Growth ETF 0.6 7 28 3.5 -0.2
IWF iShares Russell 1000 Growth ETF 0.6 19 16 14.2 +10.5
BLES Inspire Global Hope ETF 0.6 61 -26 5.7 +2.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 20 6.3 +2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.6 45 -10 3.5 -0.2
DEW WisdomTree Global High Dividend Fund 0.5 58 -23 7.2 +3.5
JEPI JPMorgan Equity Premium Income ETF 0.5 35 0 5.1 +1.4
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 20 5.7 +2.0
CZAR Themes Natural Monopoly ETF 0.5 35 0 5.4 +1.7
RPG Invesco S&P 500 Pure Growth ETF 0.5 35 0 2.5 -1.2
IWC iShares Micro-Cap ETF 0.5 60 -25 -1.4 -5.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 15 -3.6 -7.3
CGDG Capital Group Dividend Growers ETF 0.5 47 -12 5.2 +1.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 -5 3.7 -0.0
OALC OneAscent Large Cap Core ETF 0.5 86 -51 3.4 -0.3
GINN Goldman Sachs Innovate Equity ETF 0.4 52 -17 3.7 +0.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 -3 9.1 +5.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.4 60 -25 4.4 +0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.4 12 23 4.4 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -7 4.0 +0.3
PPTY US Diversified Real Estate ETF 0.4 53 -18 7.4 +3.7
FSST Fidelity Sustainable U.S. Equity ETF 0.4 59 -24 3.4 -0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 15 0.8 -2.9
MILN Global X Millennial Consumer ETF 0.4 50 -15 4.2 +0.5
ILCG iShares Morningstar Growth ETF 0.4 4 31 3.0 -0.7
IWY iShares Russell Top 200 Growth ETF 0.4 20 15 3.5 -0.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 17 3.0 -0.7
SBIO ALPS Medical Breakthroughs ETF 0.4 50 -15 0.0 -3.7
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 10 8.0 +4.3
XSMO Invesco S&P SmallCap Momentum ETF 0.3 39 -4 3.6 -0.1
SPMO Invesco S&P 500 Momentum ETF 0.3 13 22 3.0 -0.7
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 31 3.1 -0.6
BIBL Inspire 100 ETF 0.2 35 0 4.2 +0.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.2 21 14 2.9 -0.9
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 0 4.2 +0.5
MFIG Motley Fool Innovative Growth Factor ETF 0.2 50 -15 2.7 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 0.2 100 -65 2.9 -0.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 20 7.9 +4.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 17 7.9 +4.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 25 8.0 +4.3
STXG Strive 1000 Growth ETF 0.2 18 17 3.2 -0.5
VOOG Vanguard S&P 500 Growth ETF 0.2 7 28 18.4 +14.7
IVW iShares S&P 500 Growth ETF 0.2 18 17 2.9 -0.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 31 3.0 -0.7
DAK Dakota Active Equity ETF 0.2 43 -8 3.7 0.0
IEDI iShares U.S. Consumer Focused ETF 0.2 18 17 5.2 +1.5
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -25 2.4 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 23 4.9 +1.2
ISRA VanEck Israel ETF 0.1 59 -24 5.9 +2.2
IBB iShares Biotechnology ETF 0.1 45 -10 -0.5 -4.2
DIVN Horizon Dividend Income ETF 0.1 70 -35 6.6 +2.9
TTAC FCF US Quality ETF 0.1 59 -24 5.6 +1.9
WSGE Warren Street Global Equity ETF 0.1 80 -45 2.9 -0.9
XT iShares Exponential Technologies ETF 0.1 46 -11 3.8 +0.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 17 3.3 -0.4

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:		 State Street SPDR S&P Health Care Services ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.2 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 35 bp
Equals: ALTAR Score 3.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.54 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.