Financial Select Sector SPDR
ALTAR
Score™		 6.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.1x P/Sales
ratio		 3.3x
P/BV
ratio		 2.0x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
Select Sector SPDRŽ holding S&P 500 stocks in the Financial sector. Component industries include diversified financial services, insurance, banks, capital markets, consumer finance, thrifts and mortgage finance, and mortgage REITs. The fund seeks investment results that, before expenses, generally correspond to the price and yield performance of the benchmark index.

FUND BASICS
Category US Equities
Fund Sponsor State Street Global Advisors
Website www.sectorspdrs.com
Inception date Dec 16, 1998
Assets (mns) $48,967
Currency USD
Expense ratio 8 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 76
Wgt avg mkt cap (mns) $403,311
Large cap (>$10bn) 99.7%
Mid cap ($2-10bn) 0.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 12.9 %
JPMORGAN CHASE & CO 11.0 %
VISA INC. CLASS A 7.4 %
MASTERCARD INCORPORATED CLASS A 5.8 %
BANK OF AMERICA CORP 4.5 %
GOLDMAN SACHS GROUP INC 3.4 %
WELLS FARGO & CO 3.3 %
CITIGROUP INC 2.7 %
MORGAN STANLEY 2.7 %
AMERICAN EXPRESS CO 2.3 %
Total 56.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.1 %
SWITZERLAND 1.7 %
IRELAND 1.0 %
BERMUDA 0.7 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-6.1% -0.1% 11.7% 13.7% 5.8%

Market Correlations
versus... Beta R-squared
S&P500 0.86 69%
MSCI EAFE 0.85 50%
MSCI Emg. Mkts. 0.61 31%

Technical Indicators
Recent close $49.88
30d moving avg. $49.85
Annualized volatility 16.6%
Short interest (ETF) 5.5%
Short interest (Underlying) 1.4%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 58,297
Turnover 5.9%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 699 potential alternatives to the Financial Select Sector SPDR ETF based on the alternatives' overlap in portfolio holdings with XLF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLF Expense: 8 bp ALTAR Score™: 6.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLF
Ticker Fund
Name		 Overlap1
vs XLF
(%)		 Expense
ratio
(bp)		 Savings
vs XLF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLF
(%)
IYG iShares US Financial Services ETF 83.3 40 -32 5.5 -0.4
VFH Vanguard Financials ETF 83.1 9 -1 6.4 +0.4
IYF iShares U.S. Financials ETF 79.1 40 -32 6.0 0.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 52.6 40 -32 6.8 +0.8
IXG iShares Global Financials ETF 51.7 42 -34 6.6 +0.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 44.9 49 -41 5.3 -0.7
KBWB Invesco KBW Bank ETF 33.8 35 -27 7.3 +1.3
DFNL Davis Select Financial ETF 29.8 63 -55 7.7 +1.7
LGCF Themes US Cash Flow Champions ETF 29.6 30 -22 7.4 +1.4
USCF Themes US Cash Flow Champions ETF 28.7 29 -21 7.8 +1.8
PWV Invesco Large Cap Value ETF 28.2 55 -47 6.5 +0.6
SPVU Invesco S&P 500 Enhanced Value ETF 28.1 13 -5 8.9 +3.0
EQIN Columbia US Equity Income ETF 27.6 35 -27 6.3 +0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 27.6 60 -52 5.1 -0.9
FXO First Trust Financials AlphaDEX Fund 24.3 62 -54 8.6 +2.6
FTXO First Trust Nasdaq Bank ETF 23.4 60 -52 8.0 +2.0
STXD Strive 1000 Dividend Growth ETF 22.5 35 -27 4.7 -1.3
MGV Vanguard Mega Cap Value ETF 22.2 7 1 5.7 -0.2
JAVA JPMorgan Active Value ETF 21.9 44 -36 5.8 -0.2
IWX iShares Russell Top 200 Value ETF 21.7 20 -12 5.4 -0.6
FELV Fidelity Enhanced Large Cap Value ETF 21.7 18 -10 6.1 +0.1
VTV Vanguard Value ETF 21.4 4 4 6.1 +0.1
PRXV Praxis Impact Large Cap Value ETF 21.4 36 -28 5.9 -0.1
KCE State Street SPDR S&P Capital Markets ETF 21.2 35 -27 6.4 +0.5
SPVM Invesco S&P 500 Value with Momentum ETF 20.9 39 -31 6.6 +0.6
FBCV Fidelity Blue Chip Value ETF 20.4 59 -51 6.1 +0.1
DFLV Dimensional US Large Cap Value ETF 20.4 22 -14 6.5 +0.5
AOTS AOT Software Platform ETF 20.3 49 -41 4.9 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 20.3 9 -1 5.0 -0.9
NUDV Nuveen ESG Dividend ETF 20.2 26 -18 6.3 +0.3
GSIB Themes Global Systemically Important Banks ETF 20.1 35 -27 9.3 +3.3
USMC Principal U.S. Mega-Cap ETF 19.9 12 -4 3.9 -2.1
GVUS Marketbeta Russell 1000 Value Equity ETF 19.9 12 -4 5.8 -0.2
SPMO Invesco S&P 500 Momentum ETF 19.8 13 -5 3.7 -2.3
MODL VictoryShares WestEnd U.S. Sector ETF 19.6 42 -34 4.4 -1.6
RDVY First Trust Rising Dividend Achievers ETF 19.5 50 -42 5.5 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 19.4 60 -52 5.0 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 19.3 28 -20 5.7 -0.3
NULV Nuveen ESG Large-Cap Value ETF 19.1 26 -18 5.5 -0.5
STXV Strive 1000 Value ETF 18.9 18 -10 7.1 +1.1
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.9 75 -67 6.4 +0.4
PFM Invesco Dividend Achievers ETF 18.9 53 -45 4.9 -1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 18.8 65 -57 3.8 -2.1
VIG Vanguard Dividend Appreciation ETF 18.8 5 3 5.2 -0.8
IYJ iShares U.S. Industrials ETF 18.7 40 -32 4.2 -1.8
ASLV Allspring Special Large Value ETF 18.7 35 -27 5.4 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 18.7 4 4 6.0 -0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 18.5 32 -24 4.3 -1.6
EVUS iShares ESG Aware MSCI USA Value ETF 18.4 18 -10 5.9 -0.1
REVS Columbia Research Enhanced Value ETF 18.3 19 -11 7.1 +1.1
IWD iShares Russell 1000 Value ETF 17.9 19 -11 5.8 -0.2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 17.9 40 -32 4.3 -1.7
SPMV Invesco S&P 500 Minimum Variance ETF 17.9 10 -2 5.1 -0.8
VONV Vanguard Russell 1000 Value ETF 17.8 7 1 5.9 -0.1
DFUV Dimensional US Marketwide Value ETF 17.7 22 -14 6.6 +0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 17.3 35 -27 4.7 -1.3
DTD WisdomTree U.S. Total Dividend Fund 17.3 28 -20 5.9 -0.0
FDFF Fidelity Disruptive Finance ETF 17.2 50 -42 5.6 -0.4
SNPV Xtrackers S&P 500 Value ESG ETF 17.1 15 -7 5.8 -0.2
ILCV iShares Morningstar Value ETF 17.0 4 4 5.6 -0.4
VEGN US Vegan Climate ETF 17.0 60 -52 4.3 -1.7
MAVF Matrix Advisors Value ETF 17.0 75 -67 5.4 -0.5
DGRO iShares Core Dividend Growth ETF 16.8 8 0 5.8 -0.2
EPS WisdomTree U.S. LargeCap Fund 16.7 8 0 5.2 -0.8
EQWL Invesco S&P 100 Equal Weight ETF 16.6 25 -17 5.8 -0.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 16.6 49 -41 5.4 -0.6
VYM Vanguard High Dividend Yield Index ETF 16.4 6 2 6.3 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 16.3 34 -26 6.1 +0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 16.3 48 -40 5.7 -0.3
USXF iShares ESG Advanced MSCI USA ETF 16.1 10 -2 4.3 -1.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 16.0 15 -7 4.6 -1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 16.0 30 -22 4.1 -1.8
FUNL CornerCap Fundametrics Large-Cap ETF 15.9 50 -42 6.1 +0.2
TOLL Tema Durable Quality ETF 15.7 75 -67 4.3 -1.7
RWL Invesco S&P 500 Revenue ETF 15.5 39 -31 6.2 +0.2
SEMG Suncoast Select Growth ETF 15.3 60 -52 3.9 -2.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 15.3 4 4 5.9 -0.1
IVE iShares S&P 500 Value ETF 15.3 18 -10 5.8 -0.2
VOOV Vanguard S&P 500 Value ETF 15.2 7 1 5.9 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 15.2 6 2 7.3 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 15.2 29 -21 4.3 -1.7
JOET Virtus Terranova US Quality Momentum ETF 15.1 29 -21 4.1 -1.9
PY Principal Value ETF 15.1 15 -7 7.2 +1.3
NULC Nuveen ESG Large-Cap ETF 15.1 21 -13 4.3 -1.6
AKRE Akre Focus ETF 15.0 106 -98 4.3 -1.7
AVIE Avantis  Inflation Focused Equity ETF 15.0 25 -17 6.1 +0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 15.0 36 -28 4.4 -1.6
FELC Fidelity Enhanced Large Cap Core ETF 15.0 18 -10 4.8 -1.2
TOPC iShares S&P 500 3% Capped ETF 14.9 15 -7 4.7 -1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 14.9 11 -3 4.7 -1.3
AVSU Avantis Responsible U.S. Equity ETF 14.9 15 -7 5.5 -0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 14.8 7 1 4.7 -1.2
DIVB iShares Core Dividend ETF 14.7 5 3 7.6 +1.7
LRGC AB US Large Cap Strategic Equities ETF 14.7 48 -40 4.2 -1.8
VLU State Street SPDR S&P 1500 Value Tilt ETF 14.7 12 -4 6.6 +0.6
QLC FlexShares US Quality Large Cap Index Fund 14.7 25 -17 4.9 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 14.7 9 -1 4.3 -1.7
CFA VictoryShares US 500 Volatility Wtd ETF 14.7 35 -27 5.5 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 14.6 40 -32 5.4 -0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 14.5 38 -30 5.4 -0.6
FDVV Fidelity High Dividend ETF 14.5 15 -7 7.1 +1.2
RAFE PIMCO RAFI ESG U.S. ETF 14.5 29 -21 6.8 +0.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 14.4 19 -11 5.2 -0.8
IUSV iShares Core S&P US Value ETF 14.4 4 4 6.1 +0.1
DSPY Tema S&P 500 Historical Weight ETF 14.4 18 -10 4.8 -1.2
DIA SPDR Dow Jones Industrial Average ETF 14.4 16 -8 5.0 -0.9
DVND Touchstone Dividend Select ETF 14.3 67 -59 5.6 -0.4
XOEF iShares S&P 500 ex S&P 100 ETF 14.3 20 -12 5.0 -1.0
OALC OneAscent Large Cap Core ETF 14.3 86 -78 3.8 -2.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 14.3 15 -7 5.2 -0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 14.2 60 -52 4.4 -1.6
FLV American Century Focused Large Cap Value ETF 14.1 42 -34 6.2 +0.3
QUVU Hartford Quality Value ETF 14.0 46 -38 5.9 -0.1
TOPT iShares Top 20 U.S. Stocks ETF 14.0 20 -12 3.5 -2.4
RSP Invesco S&P 500 Equal Weight ETF 14.0 20 -12 6.2 +0.2
VDIG Vanguard Wellington Dividend Growth Active ETF 14.0 40 -32 4.7 -1.3
KIE State Street SPDR S&P Insurance ETF 13.9 35 -27 6.9 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 13.9 75 -67 5.1 -0.9
JHML John Hancock Multifactor Large Cap ETF 13.9 29 -21 4.8 -1.1
BPAY BlackRock Future Financial and Technology ETF 13.9 70 -62 6.0 +0.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 13.8 9 -1 4.7 -1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 13.8 8 0 4.7 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 13.7 20 -12 6.0 +0.1
XVV iShares ESG Screened S&P 500 ETF 13.7 8 0 4.5 -1.5
SPXE ProShares S&P 500 Ex-Energy ETF 13.7 9 -1 4.4 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 13.7 75 -67 3.5 -2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.7 9 -1 5.5 -0.5
ABEQ Absolute Select Value ETF 13.6 85 -77 4.3 -1.7
CHGX AXS Change Finance ESG ETF 13.5 49 -41 5.0 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 13.4 20 -12 4.6 -1.4
SPHQ Invesco S&P 500 Quality ETF 13.4 15 -7 4.9 -1.1
VOE Vanguard Mid-Cap Value ETF 13.4 7 1 7.0 +1.1
ULVM VictoryShares US Value Momentum ETF 13.3 20 -12 6.4 +0.5
SNPE Xtrackers S&P 500 ESG ETF 13.3 10 -2 4.7 -1.3
TMFC Motley Fool 100 Index ETF 13.2 50 -42 3.3 -2.7
VO Vanguard Mid-Cap ETF 13.2 4 4 5.5 -0.4
FDLO Fidelity Low Volatility Factor ETF 13.2 15 -7 5.0 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 13.2 59 -51 7.8 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 13.1 59 -51 5.3 -0.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 13.1 10 -2 4.1 -1.9
EUSA iShares MSCI USA Equal Weighted ETF 13.1 9 -1 5.8 -0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13.1 29 -21 6.0 0.0
FDMO Fidelity Momentum Factor ETF 13.1 15 -7 2.7 -3.2
FFLC Fidelity Fundamental Large Cap Core ETF 13.1 38 -30 4.2 -1.8
ZECP Zacks Earnings Consistent Portfolio ETF 13.0 55 -47 4.3 -1.7
ALTL Pacer Lunt Large Cap Alternator ETF 13.0 60 -52 4.9 -1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 13.0 2 6 4.5 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 12.9 15 -7 4.7 -1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 12.9 7 1 4.5 -1.5
AVUS Avantis U.S. Equity ETF 12.9 15 -7 5.1 -0.8
VOTE TCW Transform 500 ETF 12.9 5 3 4.5 -1.5
BDIV AAM Brentview Dividend Growth ETF 12.8 49 -41 3.8 -2.2
JQUA JPMorgan U.S. Quality Factor ETF 12.8 12 -4 5.4 -0.6
SAMM Strategas Macro Momentum ETF 12.8 66 -58 3.7 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 12.7 65 -57 5.0 -1.0
PBUS Invesco MSCI USA ETF 12.7 4 4 4.6 -1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 12.7 9 -1 4.7 -1.3
ACVF American Conservative Values ETF 12.7 75 -67 4.0 -1.9
UDI USCF Dividend Income Fund 12.7 65 -57 6.8 +0.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 12.7 30 -22 4.4 -1.6
SNPG Xtrackers S&P 500 Growth ESG ETF 12.7 15 -7 4.4 -1.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.7 20 -12 4.4 -1.6
FNDX Schwab Fundamental US Large Co. Index ETF 12.6 25 -17 6.6 +0.7
DFSU Dimensional US Sustainability Core 1 ETF 12.6 18 -10 5.0 -1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 12.5 0 8 4.5 -1.5
KAT Scharf ETF 12.5 87 -79 6.2 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 12.5 14 -6 4.5 -1.5
CHRI Global X S&P 500 Christian Values ETF 12.5 29 -21 4.3 -1.7
STOX Horizon Core Equity ETF 12.4 70 -62 3.9 -2.1
USMV iShares MSCI USA Min Vol Factor ETF 12.4 15 -7 5.3 -0.7
ENHU iShares Enhanced Large Cap Core Active ETF 12.4 22 -14 4.5 -1.5
CATH Global X S&P 500 Catholic Values Custom ETF 12.4 29 -21 4.4 -1.6
SFTY Horizon Managed Risk ETF 12.4 77 -69 3.8 -2.2
EDOW First Trust Dow 30 Equal Weight ETF 12.4 50 -42 4.9 -1.1
SPYM State Street SPDR Portfolio S&P 500 ETF 12.3 2 6 4.6 -1.4
GSPY Gotham Enhanced 500 ETF 12.3 50 -42 4.8 -1.2
IVV iShares Core S&P 500 ETF 12.3 3 5 4.6 -1.4
SPY SPDR S&P 500 ETF 12.3 9 -1 4.5 -1.5
LEAD Siren DIVCON Leaders Dividend ETF 12.3 43 -35 3.8 -2.1
SWP SWP Growth & Income ETF 12.3 99 -91 4.4 -1.5
SIZE iShares MSCI USA Size Factor ETF 12.3 15 -7 5.8 -0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 12.2 60 -52 6.9 +0.9
LOWV AB US Low Volatility Equity ETF 12.2 48 -40 4.5 -1.4
ESGU iShares ESG Aware MSCI USA ETF 12.2 15 -7 4.5 -1.4
VOO Vanguard S&P 500 ETF 12.2 3 5 4.6 -1.4
RAUS RACWI US ETF 12.2 15 -7 4.5 -1.4
IMCB iShares Morningstar Mid-Cap ETF 12.2 4 4 5.6 -0.4
PWB Invesco Large Cap Growth ETF 12.2 56 -48 2.3 -3.7
VV Vanguard Large-Cap ETF 12.1 4 4 4.5 -1.5
IWL iShares Russell Top 200 ETF 12.1 15 -7 4.2 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 12.1 18 -10 4.3 -1.7
ADME Aptus Drawdown Managed Equity ETF 12.1 79 -71 3.7 -2.3
RECS Columbia Research Enhanced Core ETF 12.1 15 -7 5.7 -0.3
OEI Optimized Equity Income ETF 11.9 75 -67 3.6 -2.4
QUAL iShares MSCI USA Quality Factor ETF 11.9 15 -7 4.7 -1.2
MGC Vanguard Mega Cap ETF 11.9 7 1 4.3 -1.7
SGLC SGI U.S. Large Cap Core ETF 11.9 85 -77 4.1 -1.9
LCF Touchstone US Large Cap Focused ETF 11.9 69 -61 4.0 -2.0
KLMN Invesco MSCI North America Climate ETF 11.9 9 -1 4.7 -1.3
AIEQ AI Powered Equity ETF 11.9 75 -67 4.1 -1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 11.9 11 -3 4.5 -1.5
ILCB iShares Morningstar U.S. Equity ETF 11.9 3 5 4.5 -1.5
THRO iShares U.S. Thematic Rotation Active ETF 11.8 90 -82 3.5 -2.5
RVRB Reverb ETF 11.8 30 -22 4.3 -1.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.8 10 -2 4.0 -1.9
FFND Future Fund Active ETF 11.8 100 -92 4.7 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 11.8 10 -2 4.7 -1.3
SHE State Street SPDR MSCI USA Gender Diversity ETF 11.8 20 -12 4.9 -1.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 11.8 60 -52 5.0 -1.0
BLCV iShares Large Cap Value Active ETF 11.7 53 -45 6.8 +0.8
FNDB Schwab Fundamental US Broad Market Index ETF 11.7 25 -17 6.6 +0.7
AVLV Avantis U.S. Large Cap Value ETF 11.7 15 -7 6.2 +0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 11.7 25 -17 4.5 -1.5
VFMF Vanguard U.S. Multifactor ETF 11.7 18 -10 7.0 +1.1
GXLC Global X U.S. 500 ETF 11.6 2 6 4.4 -1.5
STRV Strive 500 ETF 11.6 5 3 4.5 -1.5
CGUS Capital Group Core Equity ETF 11.6 33 -25 3.9 -2.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 11.6 25 -17 5.9 -0.1
SPLV Invesco S&P 500 Low Volatility ETF 11.6 25 -17 5.0 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 11.5 25 -17 4.9 -1.1
DFVX Dimensional US Large Cap Vector ETF 11.5 22 -14 5.6 -0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 11.5 10 -2 4.6 -1.4
KBE State Street SPDR S&P Bank ETF 11.5 35 -27 9.0 +3.1
LRGF iShares U.S. Equity Factor ETF 11.5 8 0 5.0 -1.0
CSTK Invesco Comstock Contrarian Equity ETF 11.5 35 -27 6.3 +0.3
OEF iShares S&P 100 ETF 11.5 20 -12 4.2 -1.8
DIVL Madison Dividend Value ETF 11.4 65 -57 4.8 -1.2
FDWM Fidelity Women's Leadership ETF 11.4 59 -51 3.7 -2.3
INCE Franklin Income Equity Focus ETF 11.4 29 -21 5.4 -0.6
IWB iShares Russell 1000 ETF 11.4 15 -7 4.5 -1.5
IYY iShares Dow Jones U.S. ETF 11.4 20 -12 4.4 -1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 11.4 3 5 4.7 -1.2
DGRW WisdomTree US Quality Dividend Growth Fund 11.3 28 -20 5.2 -0.7
SCHX Schwab U.S. Large-Cap ETF 11.3 3 5 4.6 -1.3
VONE Vanguard Russell 1000 ETF 11.3 7 1 4.6 -1.4
JGLO JPMorgan Global Select Equity ETF 11.3 33 -25 4.5 -1.5
LST Leuthold Select Industries ETF 11.2 91 -83 5.3 -0.7
DIVN Horizon Dividend Income ETF 11.2 70 -62 6.6 +0.7
DFUS Dimensional U.S. Equity ETF 11.2 9 -1 4.4 -1.5
DVGR DAC 3D Dividend Growth ETF 11.2 65 -57 5.0 -1.0
FLQL Franklin LibertyQ U.S. Equity ETF 11.1 15 -7 4.9 -1.0
JEPI JPMorgan Equity Premium Income ETF 11.1 35 -27 4.9 -1.1
KBWP Invesco KBW Property & Casualty Insurance ETF 11.0 35 -27 7.2 +1.3
SCHK Schwab 1000 Index ETF 11.0 5 3 4.6 -1.4
DCOR Dimensional US Core Equity 1 ETF 11.0 14 -6 4.9 -1.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 11.0 85 -77 4.4 -1.5
FTCS First Trust Capital Strength ETF 10.9 55 -47 5.5 -0.5
ESGV Vanguard ESG U.S. Stock ETF 10.9 9 -1 4.6 -1.4
IWV iShares Russell 3000 ETF 10.9 20 -12 4.4 -1.6
DFAU Dimensional US Core Equity Market ETF 10.9 12 -4 4.7 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.9 3 5 4.5 -1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 10.9 80 -72 3.9 -2.1
SUSL iShares ESG MSCI USA Leaders ETF 10.8 10 -2 4.6 -1.4
DUSA Davis Select U.S. Equity ETF 10.8 61 -53 7.4 +1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.8 19 -11 5.3 -0.6
PCGG Polen Capital Global Growth ETF 10.8 85 -77 4.1 -1.9
DSI iShares MSCI KLD 400 Social ETF 10.7 25 -17 4.6 -1.4
DIVG Invesco S&P 500 High Dividend Growers ETF 10.7 39 -31 7.6 +1.6
VTI Vanguard Total Stock Market ETF 10.7 3 5 4.5 -1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 10.7 42 -34 4.5 -1.5
FSST Fidelity Sustainable U.S. Equity ETF 10.7 59 -51 3.3 -2.7
VTHR Vanguard Russell 3000 ETF 10.7 7 1 4.5 -1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 10.7 25 -17 5.3 -0.7
RFFC ALPS Active Equity Opportunity ETF 10.7 48 -40 3.9 -2.1
VLUE iShares MSCI USA Value Factor ETF 10.7 15 -7 8.0 +2.0
INRO iShares U.S. Industry Rotation Active ETF 10.6 42 -34 3.9 -2.0
SUSA iShares MSCI USA ESG Select ETF 10.6 25 -17 4.4 -1.6
SCHB Schwab U.S. Broad Market ETF 10.6 3 5 4.6 -1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.6 70 -62 4.7 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 10.6 60 -52 5.3 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 10.5 49 -41 4.3 -1.7
MTUM iShares MSCI USA Momentum Factor ETF 10.5 15 -7 2.8 -3.1
KRMA Global X Conscious Companies ETF 10.5 43 -35 5.7 -0.3
XLG Invesco S&P 500 Top 50 ETF 10.4 20 -12 3.9 -2.1
GLBL Pacer MSCI World Industry Advantage ETF 10.4 65 -57 3.9 -2.1
GDIV Harbor Dividend Growth Leaders ETF 10.4 50 -42 4.3 -1.7
RPV Invesco S&P 500 Pure Value ETF 10.4 35 -27 9.2 +3.2
SXQG ETC 6 Meridian Quality Growth ETF 10.4 100 -92 3.0 -2.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 10.3 18 -10 5.3 -0.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 10.3 12 -4 5.5 -0.5
FVD First Trust Value Line Dividend Index Fund 10.2 65 -57 5.7 -0.3
USEW Cambria US EW ETF 10.2 30 -22 4.4 -1.6
APUE ActivePassive U.S. Equity ETF 10.2 45 -37 4.3 -1.7
MBCC Monarch Blue Chips Core ETF 10.2 125 -117 4.2 -1.8
AQEC AQE Core ETF 10.2 49 -41 5.3 -0.7
USSE Segall Bryant & Hamill Select Equity ETF 10.1 65 -57 3.4 -2.6
VNSE Natixis Vaughan Nelson Select ETF 10.1 80 -72 3.6 -2.3
IAK iShares U.S. Insurance ETF 10.1 40 -32 7.1 +1.2
QLV FlexShares US Quality Low Volatility Index Fund 10.1 22 -14 5.1 -0.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 10.1 12 -4 3.9 -2.1
FVAL Fidelity Value Factor ETF 10.0 15 -7 6.4 +0.4
SPGP Invesco S&P 500 GARP ETF 10.0 34 -26 6.1 +0.1
DFAC Dimensional U.S. Core Equity 2 ETF 10.0 17 -9 5.0 -0.9
FDRR Fidelity Dividend ETF for Rising Rates 10.0 15 -7 6.2 +0.2
VSLU Applied Finance Valuation Large Cap ETF 10.0 49 -41 5.2 -0.8
PKW Invesco Buyback Achievers ETF 10.0 62 -54 7.5 +1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.9 65 -57 8.0 +2.0
SFY SoFi Select 500 ETF 9.9 0 8 4.2 -1.8
IWS iShares Russell Mid-Cap Value ETF 9.9 23 -15 6.4 +0.4
KOCG FIS Knights of Columbus Global Belief ETF 9.8 75 -67 4.4 -1.6
JPEF JPMorgan Equity Focus ETF 9.7 50 -42 4.1 -1.9
GRNY Fundstrat Granny Shots US Large Cap ETF 9.7 75 -67 2.4 -3.6
GQI Natixis Gateway Quality Income ETF 9.7 34 -26 4.7 -1.3
SPHB Invesco S&P 500 High Beta ETF 9.7 25 -17 4.3 -1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 9.7 9 -1 4.7 -1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 9.6 45 -37 2.8 -3.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 9.6 7 1 6.8 +0.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 9.6 4 4 3.4 -2.6
GOP Unusual Whales Subversive Republican Trading ETF 9.6 50 -42 4.7 -1.3
IVW iShares S&P 500 Growth ETF 9.6 18 -10 3.3 -2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 9.5 59 -51 2.0 -4.0
VOOG Vanguard S&P 500 Growth ETF 9.5 7 1 3.4 -2.6
DUHP Dimensional US High Profitability ETF 9.5 21 -13 5.4 -0.5
YOKE Yoke Core ETF 9.4 42 -34 4.0 -2.0
CZAR Themes Natural Monopoly ETF 9.4 35 -27 5.5 -0.5
XPND First Trust Expanded Technology ETF 9.4 65 -57 3.3 -2.7
AVMC Avantis U.S. Mid Cap Equity ETF 9.4 18 -10 6.3 +0.3
VUSE Vident U.S. Equity Strategy ETF 9.3 50 -42 4.0 -2.0
GINN Goldman Sachs Innovate Equity ETF 9.3 52 -44 4.1 -1.9
IUSG iShares Core S&P U.S. Growth ETF 9.0 4 4 3.5 -2.5
ABIG Argent Large Cap ETF 9.0 49 -41 4.7 -1.3
SSPY Syntax Stratified LargeCap ETF 9.0 30 -22 6.3 +0.4
AUSF Global X Adaptive U.S. Factor ETF 9.0 27 -19 8.1 +2.1
FLRG Fidelity U.S. Multifactor ETF 9.0 15 -7 6.2 +0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 9.0 50 -42 3.6 -2.4
MAGA Point Bridge America First ETF 8.9 72 -64 5.2 -0.7
ICAP InfraCap Equity Income Fund ETF 8.9 171 -163 4.8 -1.2
DIVE Dana Concentrated Dividend ETF 8.9 65 -57 7.1 +1.2
BELT iShares Long-Term U.S. Equity Active ETF 8.9 75 -67 2.6 -3.4
EBI Longview Advantage ETF 8.9 35 -27 6.3 +0.4
TOK iShares MSCI Kokusai ETF 8.8 26 -18 4.6 -1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 8.8 67 -59 8.9 +2.9
MBOX Freedom Day Dividend ETF 8.8 39 -31 7.2 +1.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.8 12 -4 4.8 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 8.8 30 -22 5.3 -0.7
AFLG First Trust Active Factor Large Cap ETF 8.7 55 -47 5.4 -0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -52 8.4 +2.5
IWR iShares Russell Midcap ETF 8.7 19 -11 5.7 -0.3
JMOM JPMorgan U.S. Momentum Factor ETF 8.7 12 -4 3.8 -2.2
ROUS Hartford Multifactor US Equity ETF 8.7 19 -11 5.7 -0.3
FQAL Fidelity Quality Factor ETF 8.6 15 -7 5.1 -0.9
PSET Principal Quality ETF 8.6 15 -7 5.1 -0.9
DXUV Dimensional US Vector Equity ETF 8.6 28 -20 5.6 -0.4
DAK Dakota Active Equity ETF 8.6 43 -35 4.0 -1.9
DUNK Dana Unconstrained Equity ETF 8.6 75 -67 2.4 -3.6
RJDI RJ Eagle GCM Dividend Select Income ETF 8.5 55 -47 4.7 -1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 8.5 35 -27 7.0 +1.1
ACSI American Customer Satisfaction ETF 8.5 65 -57 5.0 -1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 8.5 38 -30 7.0 +1.0
MFMO Motley Fool Momentum Factor ETF 8.4 50 -42 2.4 -3.6
HDUS Hartford Disciplined US Equity ETF 8.4 19 -11 5.1 -0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 8.4 6 2 3.7 -2.3
URTH iShares MSCI World ETF 8.3 24 -16 4.7 -1.3
DEUS Xtrackers Russell US Multifactor ETF 8.3 17 -9 6.7 +0.7
USMF WisdomTree U.S. Multifactor Fund 8.3 28 -20 6.7 +0.7
KLMT Invesco MSCI Global Climate 500 ETF 8.2 10 -2 5.4 -0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 8.2 60 -52 6.4 +0.4
BEEZ Honeytree U.S. Equity ETF 8.1 64 -56 3.7 -2.3
TTAC FCF US Quality ETF 8.1 59 -51 5.4 -0.6
ROE Astoria US Quality Kings ETF 8.1 49 -41 5.9 -0.1
BLCR iShares Large Cap Core Active ETF 8.1 36 -28 3.2 -2.7
STXG Strive 1000 Growth ETF 8.1 18 -10 3.6 -2.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.1 15 -7 6.2 +0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 8.0 60 -52 10.1 +4.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 8.0 61 -53 1.5 -4.5
VFVA Vanguard U.S. Value Factor ETF 8.0 13 -5 9.9 +3.9
GEW Cambria Global EW ETF 7.9 29 -21 5.7 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.8 9 -1 5.2 -0.7
BITQ Bitwise Crypto Industry Innovators ETF 7.8 85 -77 -2.5 -8.5
FMDE Fidelity Enhanced Mid Cap ETF 7.8 23 -15 5.7 -0.3
SAMT Strategas Macro Thematic Opportunities ETF 7.7 65 -57 2.5 -3.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.7 20 -12 5.1 -0.8
BGIG Bahl & Gaynor Income Growth ETF 7.7 45 -37 4.7 -1.3
BLOK Amplify Transformational Data Sharing ETF 7.6 75 -67 -0.0 -6.0
FFF Founders 100 ETF 7.6 75 -67 2.9 -3.1
IUS Invesco RAFI Strategic US ETF 7.6 19 -11 6.1 +0.1
DIVZ TrueShares Low Volatility Equity Income ETF 7.5 65 -57 6.0 -0.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 7.5 80 -72 5.8 -0.2
VALQ American Century U.S. Quality Value ETF 7.5 29 -21 7.3 +1.3
QDF FlexShares Quality Dividend Index Fund 7.5 37 -29 5.8 -0.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 7.4 5 3 7.9 +1.9
GVLU Gotham 1000 Value ETF 7.4 50 -42 8.4 +2.4
ACEP ARS Core Equity ETF 7.4 45 -37 4.4 -1.6
DTEC ALPS Disruptive Technologies ETF 7.4 50 -42 4.0 -2.0
VUSV Vanguard Wellington U.S. Value Active ETF 7.4 30 -22 6.0 +0.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 7.4 40 -32 3.6 -2.3
ACWI iShares MSCI ACWI ETF 7.3 32 -24 5.1 -0.9
MDLV Morgan Dempsey Large Cap Value ETF 7.3 58 -50 5.9 -0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.3 15 -7 7.4 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.3 52 -44 5.0 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 7.3 42 -34 5.7 -0.3
FTDS First Trust Dividend Strength ETF 7.3 70 -62 7.0 +1.0
EQRR ProShares Equities for Rising Rates ETF 7.3 35 -27 6.3 +0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.2 56 -48 7.4 +1.5
VSDA VictoryShares Dividend Accelerator ETF 7.2 35 -27 6.6 +0.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.2 79 -71 4.5 -1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.2 58 -50 4.9 -1.1
DHS WisdomTree U.S. High Dividend Fund 7.2 38 -30 8.3 +2.3
VFMO Vanguard U.S. Momentum Factor ETF 7.2 13 -5 1.9 -4.1
NULG Nuveen ESG Large-Cap Growth ETF 7.2 26 -18 3.2 -2.7
FTGS First Trust Growth Strength ETF 7.1 60 -52 3.8 -2.2
ACWV iShares MSCI Global Min Vol Factor ETF 7.1 20 -12 5.7 -0.3
BEEX BeeHive ETF 7.0 84 -76 4.0 -2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.9 12 -4 3.7 -2.3
GURU Global X Guru Index ETF 6.9 75 -67 2.6 -3.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.8 75 -67 6.5 +0.5
IBLC iShares Blockchain and Tech ETF 6.8 47 -39 -1.4 -7.4
QDEF FlexShares Quality Dividend Defensive Index Fund 6.8 37 -29 5.7 -0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.7 50 -42 8.9 +2.9
JHDV John Hancock U.S. High Dividend ETF 6.7 34 -26 6.6 +0.6
JGRO JPMorgan Active Growth ETF 6.6 44 -36 2.6 -3.4
NANC Unusual Whales Subversive Democratic Trading ETF 6.6 75 -67 3.3 -2.7
SFGV Sequoia Global Value ETF 6.6 23 -15 7.4 +1.4
RPG Invesco S&P 500 Pure Growth ETF 6.6 35 -27 3.0 -3.0
AVMV Avantis U.S. Mid Cap Value ETF 6.5 20 -12 7.5 +1.6
JVAL JPMorgan U.S. Value Factor ETF 6.5 12 -4 7.6 +1.6
CGGR Capital Group Growth ETF 6.5 39 -31 2.8 -3.2
VT Vanguard Total World Stock ETF 6.5 6 2 5.4 -0.6
JSTC Adasina Social Justice All Cap Global ETF 6.5 89 -81 4.8 -1.1
DGT State Street SPDR Global Dow ETF 6.4 50 -42 6.0 +0.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.3 49 -41 4.1 -1.9
LYLD Cambria Large Cap Shareholder Yield ETF 6.3 59 -51 8.4 +2.5
GGRW Gabelli Growth Innovators ETF 6.3 90 -82 2.2 -3.8
OPTZ Optimize Strategy Index ETF 6.3 50 -42 4.1 -1.9
LGRO Level Four Large Cap Growth Active ETF 6.2 55 -47 4.1 -1.9
ILCG iShares Morningstar Growth ETF 6.2 4 4 3.4 -2.6
BGDV Bahl & Gaynor Dividend ETF 6.2 45 -37 4.2 -1.8
FDL First Trust Morningstar Dividend Leaders Index Fund 6.2 45 -37 8.8 +2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.2 15 -7 3.3 -2.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 6.1 29 -21 7.3 +1.3
FLDZ RiverNorth Patriot ETF 6.1 75 -67 5.8 -0.2
CAML Congress Large Cap Growth ETF 6.1 66 -58 2.6 -3.4
VFQY Vanguard U.S. Quality Factor ETF 6.0 13 -5 5.9 -0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 6.0 20 -12 6.4 +0.5
DVY iShares Select Dividend ETF 6.0 38 -30 8.2 +2.2
PDP Invesco Dorsey Wright Momentum ETF 6.0 62 -54 1.7 -4.3
SCHG Schwab U.S. Large-Cap Growth ETF 5.9 4 4 3.6 -2.3
SYLD Cambria Shareholder Yield ETF 5.9 59 -51 10.6 +4.6
RUNN Running Oak Efficient Growth ETF 5.9 58 -50 4.8 -1.2
FCPI Fidelity Stocks for Inflation ETF 5.8 15 -7 6.1 +0.1
LRGE ClearBridge Large Cap Growth ESG ETF 5.8 59 -51 2.9 -3.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 5.8 20 -12 7.5 +1.5
WTV WisdomTree US Value Fund of Benef Interest 5.8 12 -4 8.1 +2.2
BUYZ Franklin Disruptive Commerce ETF 5.7 50 -42 2.5 -3.5
JGRW Jensen Quality Growth ETF 5.7 57 -49 4.3 -1.7
IWY iShares Russell Top 200 Growth ETF 5.7 20 -12 3.9 -2.1
BRIF FIS Bright Portfolios Focused Equity ETF 5.7 65 -57 3.9 -2.1
SFYF SoFi Social 50 ETF 5.6 29 -21 0.9 -5.0
GK AdvisorShares Gerber Kawasaki ETF 5.5 75 -67 1.7 -4.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.5 68 -60 0.8 -5.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.5 45 -37 5.6 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.5 64 -56 1.4 -4.5
AGQI First Trust Active Global Quality Income ETF 5.5 85 -77 6.7 +0.7
IOO iShares Global 100 ETF 5.5 41 -33 4.2 -1.7
EMOT First Trust S&P 500 Economic Moat ETF 5.4 60 -52 8.2 +2.3
GLOF iShares Global Equity Factor ETF 5.4 20 -12 6.0 +0.0
WLDR Affinity World Leaders Equity ETF 5.4 67 -59 6.6 +0.7
IAT iShares U.S. Regional Banks ETF 5.4 40 -32 8.6 +2.7
LCLG Logan Capital Broad Innovative Growth ETF 5.4 99 -91 3.4 -2.6
AQLT iShares MSCI Global Quality Factor ETF 5.3 18 -10 0.0 -6.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 5.3 35 -27 5.2 -0.8
IWF iShares Russell 1000 Growth ETF 5.3 19 -11 3.7 -2.3
COWS Amplify Cash Flow Dividend Leaders ETF 5.3 0 8 7.7 +1.8
AVUQ Avantis U.S. Quality ETF 5.2 15 -7 3.9 -2.1
GQQQ Astoria US Quality Growth Kings ETF 5.2 35 -27 3.8 -2.2
RGEF Rockefeller Global Equity ETF 5.2 55 -47 4.2 -1.8
VONG Vanguard Russell 1000 Growth ETF 5.2 7 1 3.9 -2.1
QLTY GMO U.S. Quality ETF 5.2 50 -42 4.3 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.1 35 -27 5.5 -0.5
FELG Fidelity Enhanced Large Cap Growth ETF 5.1 18 -10 3.6 -2.4
QGRW WisdomTree U.S. Quality Growth Fund 5.1 28 -20 3.2 -2.7
PTL Inspire 500 ETF 5.1 9 -1 4.8 -1.2
ITAN Sparkline Intangible Value ETF 5.1 50 -42 6.5 +0.6
PRXG Praxis Impact Large Cap Growth ETF 5.0 36 -28 3.5 -2.5
DIVS SmartETFs Dividend Builder ETF 5.0 65 -57 4.7 -1.3
DWLD Davis Select Worldwide ETF 5.0 63 -55 7.1 +1.1
MFIG Motley Fool Innovative Growth Factor ETF 5.0 50 -42 3.0 -3.0
TMFG Motley Fool Global Opportunities ETF 5.0 85 -77 4.0 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.0 18 -10 7.0 +1.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 -22 7.6 +1.7
FDG American Century Focused Dynamic Growth ETF 4.9 45 -37 1.9 -4.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.9 55 -47 9.5 +3.5
LBO WHITEWOLF Publicly Listed Private Equity ETF 4.9 70 -62 9.4 +3.4
STCE Schwab Crypto Thematic ETF 4.8 30 -22 3.2 -2.8
VUG Vanguard Growth ETF 4.8 4 4 3.7 -2.3
CGGO Capital Group Global Growth Equity ETF 4.7 47 -39 4.6 -1.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.7 29 -21 6.7 +0.7
MGK Vanguard Mega Cap Growth ETF 4.7 7 1 3.7 -2.3
SDY State Street SPDR S&P Dividend ETF 4.7 35 -27 6.2 +0.2
FPAG FPA Global Equity ETF 4.7 49 -41 6.2 +0.3
GKAT Scharf Global Opportunity ETF 4.7 57 -49 6.0 +0.1
WCEO Hypatia Women CEO ETF 4.7 85 -77 5.1 -0.9
TBG TBG Dividend Focus ETF 4.6 59 -51 6.5 +0.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.6 7 1 10.4 +4.4
NUMV Nuveen ESG Mid-Cap Value ETF 4.6 31 -23 5.9 -0.1
TPHD Timothy Plan High Dividend Stock ETF 4.5 52 -44 6.0 +0.0
VFMV Vanguard U.S. Minimum Volatility ETF 4.5 13 -5 5.8 -0.2
LQPE PEO AlphaQuest Thematic PE ETF 4.5 125 -117 5.3 -0.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.5 61 -53 -0.7 -6.7
VOT Vanguard Mid-Cap Growth ETF 4.4 7 1 3.3 -2.6
EQAL Invesco Russell 1000 Equal Weight ETF 4.4 20 -12 6.3 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -46 5.8 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.4 49 -41 8.0 +2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 4.4 18 -10 3.4 -2.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.4 39 -31 4.1 -1.9
CGDG Capital Group Dividend Growers ETF 4.3 47 -39 5.3 -0.7
AGRW Allspring LT Large Growth ETF 4.2 35 -27 3.6 -2.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.2 39 -31 -1.4 -7.4
GINX SGI Enhanced Global Income ETF 4.2 98 -90 7.0 +1.0
CGDV Capital Group Dividend Value ETF 4.2 33 -25 4.2 -1.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.2 60 -52 6.0 0.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 4.1 85 -77 2.7 -3.3
FEGE First Eagle Global Equity ETF 4.1 79 -71 6.2 +0.2
RCGE RockCreek Global Equality ETF 4.1 95 -87 6.3 +0.4
LOGO Alpha Brands Consumption Leaders ETF 4.0 69 -61 2.7 -3.3
BGRO iShares Large Cap Growth Active ETF 3.9 55 -47 2.2 -3.7
BCDF Horizon Kinetics Blockchain Development ETF 3.9 85 -77 3.7 -2.3
IWFG IQ Winslow Focused Large Cap Growth ETF 3.8 65 -57 2.4 -3.6
DIVY Sound Equity Dividend Income ETF 3.8 45 -37 8.3 +2.3
HOMZ Hoya Capital Housing ETF 3.8 30 -22 10.6 +4.6
AFOS ARS Focused Opportunities Strategy ETF 3.8 45 -37 2.3 -3.7
FFOG Franklin Focused Growth ETF 3.8 61 -53 1.8 -4.2
FINX Global X FinTech ETF 3.7 68 -60 3.2 -2.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.7 61 -53 6.2 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.7 24 -16 7.4 +1.4
CZA Invesco Zacks Mid-Cap ETF 3.7 72 -64 6.2 +0.2
DSTL Distillate US Fundamental Stability & Value ETF 3.6 39 -31 7.9 +1.9
VUSG Vanguard Wellington U.S. Growth Active ETF 3.6 35 -27 2.7 -3.2
PRAY FIS Christian Stock Fund 3.6 69 -61 4.1 -1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.5 75 -67 2.3 -3.7
DEW WisdomTree Global High Dividend Fund 3.5 58 -50 7.4 +1.4
ARKF ARK Fintech Innovation ETF 3.5 75 -67 0.3 -5.7
YNOT Horizon Digital Frontier ETF 3.4 75 -67 3.0 -3.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.4 15 -7 8.7 +2.7
AOTG AOT Growth and Innovation ETF 3.3 75 -67 1.6 -4.4
CVY Invesco Zacks Multi-Asset Income ETF 3.3 106 -98 10.5 +4.5
BWEB Bitwise Web3 ETF 3.3 85 -77 -0.0 -6.0
ABFL Abacus FCF Leaders ETF 3.3 59 -51 4.1 -1.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.2 30 -22 8.8 +2.9
HDV iShares Core High Dividend ETF 3.2 8 0 6.0 0.0
IETC iShares U.S. Tech Independence Focused ETF 3.2 18 -10 3.4 -2.6
QGRO American Century U.S. Quality Growth ETF 3.2 29 -21 4.1 -1.9
YALL God Bless America ETF 3.2 65 -57 4.3 -1.7
VAMO Cambria Value & Momentum ETF 3.1 61 -53 5.1 -0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.1 39 -31 9.9 +3.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.1 52 -44 5.5 -0.4
TMDV ProShares Russell US Dividend Growers ETF 3.1 35 -27 6.4 +0.4
DXIV Dimensional International Vector Equity ETF 3.0 34 -26 6.7 +0.8
FBCG Fidelity Blue Chip Growth ETF 3.0 59 -51 2.5 -3.5
IWP iShares Russell Mid-Cap Growth ETF 3.0 23 -15 3.0 -3.0
BIBL Inspire 100 ETF 3.0 35 -27 4.6 -1.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.0 20 -12 9.0 +3.0
WSGE Warren Street Global Equity ETF 3.0 80 -72 3.1 -2.9
FMKT The Free Markets ETF 3.0 76 -68 4.4 -1.6
GPZ VanEck Alternative Asset Manager ETF 3.0 40 -32 5.5 -0.5
AAUM Tema Alternative Asset Managers ETF 3.0 99 -91 5.5 -0.4
BFOR ALPS Barron's 400 ETF 3.0 65 -57 5.2 -0.8
SDOG ALPS Sector Dividend Dogs ETF 2.9 36 -28 8.6 +2.6
ITOL Tema International Durable Quality ETF 2.9 60 -52 5.2 -0.8
XT iShares Exponential Technologies ETF 2.8 46 -38 4.4 -1.5
BLES Inspire Global Hope ETF 2.8 61 -53 6.1 +0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 -7 6.5 +0.5
MOAT VanEck Morningstar Wide Moat ETF 2.6 46 -38 5.8 -0.2
KONG Formidable Fortress ETF 2.6 89 -81 5.4 -0.6
ETHO Etho Climate Leadership U.S. ETF 2.6 47 -39 4.7 -1.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.5 27 -19 6.5 +0.5
BUZZ VanEck Social Sentiment ETF 2.5 75 -67 -0.7 -6.6
XDAT Franklin Exponential Data ETF 2.5 50 -42 1.4 -4.6
ANEW ProShares MSCI Transformational Changes ETF 2.5 45 -37 4.8 -1.2
DURA VanEck Durable High Dividend ETF 2.4 29 -21 6.4 +0.4
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 -21 11.1 +5.2
TXS Texas Capital Texas Equity Index ETF 2.4 49 -41 5.2 -0.8
TEXN iShares Texas Equity ETF 2.4 20 -12 5.3 -0.7
RW Rainwater Equity ETF 2.4 125 -117 3.1 -2.9
CWS AdvisorShares Focused Equity ETF 2.4 84 -76 4.8 -1.2
KRE State Street SPDR S&P Regional Banking ETF 2.3 35 -27 8.9 +2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 52 -44 9.3 +3.4
STRN SMART Trend 25 ETF 2.2 59 -51 3.0 -3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 2.2 80 -72 5.9 -0.1
IEDI iShares U.S. Consumer Focused ETF 2.2 18 -10 5.0 -1.0
MVAL VanEck Morningstar Wide Moat Value ETF 2.1 49 -41 6.3 +0.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -44 7.8 +1.9
AKAF The Frontier Economic Fund 2.0 20 -12 5.2 -0.7
HGRO Hedgeye Quality Growth ETF 2.0 70 -62 3.6 -2.4
QDIV Global X S&P 500 Quality Dividend ETF 2.0 20 -12 7.9 +2.0
RNSC Furst Trust Small Cap US Equity Select ETF 2.0 60 -52 4.7 -1.3
DEMZ Democratic Large Cap Core ETF 2.0 45 -37 4.2 -1.8
TAX Cambria Tax Aware ETF 2.0 49 -41 4.5 -1.5
PSP Invesco Global Listed Private Equity ETF 2.0 106 -98 7.0 +1.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.0 35 -27 5.8 -0.2
ARKK ARK Innovation ETF 1.9 75 -67 -3.2 -9.2
ARKW ARK Next Generation Internet ETF 1.9 87 -79 0.8 -5.1
SRHQ SRH U.S. Quality ETF 1.9 35 -27 6.6 +0.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -57 5.2 -0.8
SURE AdvisorShares Insiders Advantage ETF 1.9 90 -82 8.4 +2.5
TOGA Tremblant Global ETF 1.7 69 -61 -0.2 -6.1
DIHP Dimensional International High Profitability ETF 1.7 29 -21 5.9 -0.1
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.7 30 -22 6.7 +0.7
ISHP First Trust Nasdaq Retail ETF 1.6 60 -52 5.5 -0.4
CDIG City Different Investments Global Equity ETF 1.6 75 -67 -1.6 -7.5
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 -41 6.8 +0.8
TIIV AAM Todd International Intrinsic Value ETF 1.6 54 -46 9.9 +4.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.6 21 -13 3.3 -2.7
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 4 6.3 +0.3
WBIY WBI Power Factor High Dividend ETF 1.5 100 -92 12.4 +6.4
RNMC First Trust Mid Cap US Equity Select ETF 1.5 60 -52 6.7 +0.7
SCHD Schwab US Dividend Equity ETF 1.5 6 2 8.4 +2.4
MILN Global X Millennial Consumer ETF 1.5 50 -42 4.2 -1.8
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.5 85 -77 0.0 -6.0
FSGS First Trust SMID Growth Strength ETF 1.4 60 -52 5.0 -1.0
MFVL Motley Fool Value Factor ETF 1.4 50 -42 5.8 -0.2
FSCS First Trust SMID Capital Strength ETF 1.3 60 -52 7.0 +1.0
LIVR Intelligent Livermore ETF 1.3 69 -61 2.9 -3.1
STXM Strive Mid-Cap ETF 1.3 18 -10 5.7 -0.3
PNQI Invesco NASDAQ Internet ETF 1.2 60 -52 3.9 -2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.2 20 -12 0.9 -5.1
TMFX Motley Fool Next Index ETF 1.1 50 -42 3.2 -2.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 1 5.7 -0.3
ISCB iShares Morningstar Small-Cap ETF 1.1 4 4 5.7 -0.2
CVAR Cultivar ETF 1.1 87 -79 7.1 +1.2
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -72 15.6 +9.7
DAPP VanEck Digital Transformation ETF 1.1 50 -42 0.0 -6.0
METV Roundhill Ball Metaverse ETF 1.1 59 -51 8.8 +2.9
BCOR Grayscale Bitcoin Adopters ETF 1.1 59 -51 2.1 -3.9
VB Vanguard Small-Cap ETF 1.1 5 3 5.6 -0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 4 5.9 -0.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.1 43 -35 5.3 -0.7
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 2 8.2 +2.2
TRFM AAM Transformers ETF 1.0 49 -41 1.2 -4.8
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 -20 9.1 +3.1
SMMD iShares Russell 2500 ETF 1.0 15 -7 6.0 +0.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.0 60 -52 5.4 -0.6
HYP Golden Eagle Dynamic Hypergrowth ETF 0.8 85 -77 -0.8 -6.7
NBDS Neuberger Berman Disrupters ETF 0.8 55 -47 1.0 -5.0
FPX First Trust US Equity Opportunities ETF 0.8 61 -53 1.0 -5.0
IVRS iShares Future Metaverse Tech and Communications ETF 0.8 47 -39 5.5 -0.5
SPIT F/m Emerald Special Situations ETF 0.8 105 -97 -0.7 -6.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -100 3.3 -2.7
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -30 8.4 +2.4
CTEF Castellan Targeted Equity ETF 0.8 45 -37 3.3 -2.7
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -52 6.6 +0.6
VBR Vanguard Small Cap Value ETF 0.8 7 1 8.3 +2.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -70 10.3 +4.4
NUMG Nuveen ESG Mid-Cap Growth ETF 0.7 31 -23 1.9 -4.0
MDCP VictoryShares THB Mid Cap ESG ETF 0.7 55 -47 4.7 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 -7 5.4 -0.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -62 9.9 +4.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 -7 5.3 -0.6
DFAS Dimensional U.S. Small Cap ETF 0.7 26 -18 5.9 -0.0
EZM WisdomTree U.S. MidCap Fund 0.7 38 -30 8.5 +2.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 -9 5.3 -0.6
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 -7 7.0 +1.0
CBSE Clough Select Equity ETF 0.6 85 -77 0.5 -5.4
BKCH Global X Blockchain ETF 0.6 50 -42 -3.5 -9.5
DFSV Dimensional US Small Cap Value ETF 0.6 31 -23 9.3 +3.3
DFNV Donoghue Forlines Innovation ETF 0.6 69 -61 4.4 -1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 -27 3.9 -2.1
FDN First Trust Dow Jones Internet Index Fund 0.6 52 -44 3.0 -3.0
FDND FT Vest Dow Jones Internet & Target Income ETF 0.6 75 -67 2.8 -3.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.6 60 -52 4.1 -1.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.6 20 -12 4.5 -1.5
IBUY Amplify Online Retail ETF 0.6 65 -57 2.4 -3.6
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -68 3.5 -2.5
POWA Invesco Bloomberg Pricing Power ETF 0.6 40 -32 5.7 -0.3
MID American Century Mid Cap Growth Impact ETF 0.6 45 -37 3.1 -2.9
VIDI Vident International Equity Strategy ETF 0.6 61 -53 8.7 +2.8
KBWD Invesco KBW High Dividend Yield Financial ETF 0.6 384 -376 16.6 +10.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -48 10.0 +4.0
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.5 52 -44 5.3 -0.7
NUSC Nuveen ESG Small-Cap ETF 0.5 31 -23 5.3 -0.7
ALRG Allspring LT Large Core ETF 0.5 28 -20 3.7 -2.3
WGMI Valkyrie Bitcoin Miners ETF 0.5 75 -67 -3.6 -9.6
MNRS Grayscale Bitcoin Miners ETF 0.5 59 -51 -2.9 -8.9
WSML iShares MSCI World Small-Cap ETF 0.5 15 -7 5.7 -0.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.5 25 -17 6.6 +0.6
ARB AltShares Merger Arbitrage ETF 0.4 77 -69 2.6 -3.4
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 -27 4.4 -1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.4 25 -17 8.3 +2.3
FEOE First Eagle Overseas Equity ETF 0.4 79 -71 6.3 +0.4
QQMG Invesco ESG NASDAQ 100 ETF 0.4 20 -12 3.7 -2.3
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 2 2.9 -3.0
VBK Vanguard Small-Cap Growth ETF 0.4 7 1 1.4 -4.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.4 75 -67 2.5 -3.5
QQQ Invesco QQQ Trust Series I 0.4 20 -12 3.7 -2.3
QQQM Invesco NASDAQ 100 ETF 0.4 15 -7 3.7 -2.3
ZIG Acquirers Fund 0.3 84 -76 20.1 +14.1
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -57 7.5 +1.5
TMFM Motley Fool Mid-Cap Growth ETF 0.3 85 -77 2.2 -3.8
NIXT Research Affiliates Deletions ETF 0.3 9 -1 7.2 +1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 -31 2.5 -3.5
SGRT SMART Earnings Growth 30 ETF 0.3 59 -51 2.9 -3.1
APIE ActivePassive International Equity ETF 0.2 45 -37 6.7 +0.8
SMRI Bushido Capital US Equity ETF 0.2 71 -63 8.5 +2.5
RNIN Bushido Capital US SMID Cap Equity ETF 0.2 70 -62 11.1 +5.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.2 20 -12 4.4 -1.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.2 15 -7 4.5 -1.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -62 2.3 -3.7
DSMC Distillate Small/Mid Cash Flow ETF 0.1 55 -47 11.3 +5.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -57 0.0 -6.0

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:		 Financial Select Sector SPDR
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.1 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 8 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 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.