Financial Select Sector SPDR
ALTAR
Score™		 5.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.3x P/Sales
ratio		 3.5x
P/BV
ratio		 2.2x Div.
yield		 1.5%


  • 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) $50,575
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
JPMORGAN CHASE & CO 11.7 %
BERKSHIRE HATHAWAY INC-CL B 11.3 %
VISA INC. CLASS A 7.6 %
MASTERCARD INCORPORATED CLASS A 5.7 %
BANK OF AMERICA CORP 5.0 %
GOLDMAN SACHS GROUP INC 3.7 %
WELLS FARGO & CO 3.4 %
MORGAN STANLEY 3.2 %
CITIGROUP INC 2.9 %
SCHWAB (CHARLES) CORP 2.2 %
Total 56.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.4 %
SWITZERLAND 1.6 %
IRELAND 0.8 %
BERMUDA 0.6 %
BRITAIN 0.4 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.3% 0.7% 9.2% 12.8% 5.8%

Market Correlations
versus... Beta R-squared
S&P500 0.62 29%
MSCI EAFE 0.42 20%
MSCI Emg. Mkts. 0.11 4%

Technical Indicators
Recent close $53.49
30d moving avg. $56.81
Annualized volatility 16.6%
Short interest (ETF) 14.8%
Short interest (Underlying) 1.4%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 37,424
Turnover 4.0%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $20,479

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 680 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™: 5.8%


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 84.2 40 -32 5.4 -0.5
VFH Vanguard Financials ETF 83.8 9 -1 6.3 +0.5
IYF iShares U.S. Financials ETF 78.1 40 -32 5.9 +0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 53.8 40 -32 6.6 +0.7
IXG iShares Global Financials ETF 50.0 42 -34 6.2 +0.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 38.9 49 -41 4.8 -1.0
KBWB Invesco KBW Bank ETF 35.5 35 -27 7.0 +1.2
PWV Invesco Large Cap Value ETF 30.1 55 -47 6.3 +0.4
DFNL Davis Select Financial ETF 28.8 63 -55 7.6 +1.7
EQIN Columbia US Equity Income ETF 28.4 35 -27 6.3 +0.5
LGCF Themes US Cash Flow Champions ETF 27.1 30 -22 7.0 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 26.5 60 -52 6.5 +0.7
FTXO First Trust Nasdaq Bank ETF 25.4 60 -52 7.9 +2.0
RDVY First Trust Rising Dividend Achievers ETF 24.7 50 -42 5.1 -0.8
STXD Strive 1000 Dividend Growth ETF 24.4 35 -27 4.6 -1.3
PRXV Praxis Impact Large Cap Value ETF 23.4 36 -28 5.6 -0.3
MGV Vanguard Mega Cap Value ETF 23.3 7 1 5.4 -0.4
VTV Vanguard Value ETF 23.0 4 4 5.9 +0.0
DFLV Dimensional US Large Cap Value ETF 21.7 22 -14 6.1 +0.2
SPVU Invesco S&P 500 Enhanced Value ETF 21.6 13 -5 8.6 +2.7
GSIB Themes Global Systemically Important Banks ETF 21.5 35 -27 8.0 +2.1
FXO First Trust Financials AlphaDEX Fund 21.4 62 -54 8.4 +2.5
KCE State Street SPDR S&P Capital Markets ETF 21.3 35 -27 6.1 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 21.3 65 -57 5.0 -0.9
SPVM Invesco S&P 500 Value with Momentum ETF 21.2 39 -31 6.5 +0.7
VIG Vanguard Dividend Appreciation ETF 20.8 5 3 5.1 -0.8
PFI Invesco Dorsey Wright Financial Momentum ETF 20.2 60 -52 5.0 -0.8
USMC Principal U.S. Mega-Cap ETF 20.1 12 -4 3.5 -2.3
VDIG Vanguard Wellington Dividend Growth Active ETF 20.1 40 -32 4.6 -1.2
SPXT ProShares S&P 500 Ex-Technology ETF 20.1 9 -1 5.1 -0.8
STXV Strive 1000 Value ETF 20.0 18 -10 7.0 +1.1
IYJ iShares U.S. Industrials ETF 19.8 40 -32 4.3 -1.5
IWX iShares Russell Top 200 Value ETF 19.8 20 -12 4.8 -1.0
DGRO iShares Core Dividend Growth ETF 19.3 8 0 5.7 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 19.3 4 4 5.8 -0.1
MODL VictoryShares WestEnd U.S. Sector ETF 19.3 42 -34 4.0 -1.8
VYM Vanguard High Dividend Yield Index ETF 19.1 6 2 6.3 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 19.1 18 -10 5.5 -0.3
NUDV Nuveen ESG Dividend ETF 19.0 26 -18 6.4 +0.5
JAVA JPMorgan Active Value ETF 18.7 44 -36 5.5 -0.4
DFUV Dimensional US Marketwide Value ETF 18.6 22 -14 6.0 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 18.4 18 -10 5.4 -0.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 18.3 65 -57 3.6 -2.2
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 18.2 75 -67 6.5 +0.7
ILCV iShares Morningstar Value ETF 18.2 4 4 5.3 -0.6
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 18.1 40 -32 4.3 -1.6
REVS Columbia Research Enhanced Value ETF 18.1 19 -11 6.5 +0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 18.0 28 -20 5.5 -0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 17.9 32 -24 3.9 -1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 17.9 35 -27 4.3 -1.5
GVUS Marketbeta Russell 1000 Value Equity ETF 17.6 12 -4 5.3 -0.5
VONV Vanguard Russell 1000 Value ETF 17.5 7 1 5.4 -0.5
IWD iShares Russell 1000 Value ETF 17.5 19 -11 5.3 -0.6
FDFF Fidelity Disruptive Finance ETF 17.5 50 -42 5.5 -0.4
PFM Invesco Dividend Achievers ETF 17.3 53 -45 4.8 -1.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 17.3 49 -41 5.1 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 17.2 48 -40 5.8 -0.1
USXF iShares ESG Advanced MSCI USA ETF 16.9 10 -2 3.8 -2.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 16.8 12 -4 6.3 +0.4
NULV Nuveen ESG Large-Cap Value ETF 16.8 26 -18 5.0 -0.8
IMCV iShares Morningstar Mid-Cap Value ETF 16.6 6 2 7.1 +1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 16.5 15 -7 4.2 -1.7
MAVF Matrix Advisors Value ETF 16.5 75 -67 4.9 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 16.4 15 -7 5.4 -0.4
DTD WisdomTree U.S. Total Dividend Fund 16.3 28 -20 5.8 -0.1
EPS WisdomTree U.S. LargeCap Fund 16.3 8 0 4.7 -1.1
ALTL Pacer Lunt Large Cap Alternator ETF 16.2 60 -52 5.1 -0.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 16.2 4 4 5.8 -0.1
RWL Invesco S&P 500 Revenue ETF 16.2 39 -31 5.8 -0.1
VOOV Vanguard S&P 500 Value ETF 16.2 7 1 5.8 -0.1
ULVM VictoryShares US Value Momentum ETF 16.1 20 -12 6.3 +0.5
FBCV Fidelity Blue Chip Value ETF 16.1 59 -51 5.7 -0.2
IVE iShares S&P 500 Value ETF 16.1 18 -10 5.6 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 15.9 50 -42 6.5 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 15.8 25 -17 5.5 -0.4
XOEF iShares S&P 500 ex S&P 100 ETF 15.7 20 -12 4.8 -1.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 15.5 15 -7 5.0 -0.8
CFA VictoryShares US 500 Volatility Wtd ETF 15.5 35 -27 5.5 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 15.5 40 -32 5.5 -0.4
VOE Vanguard Mid-Cap Value ETF 15.3 7 1 6.9 +1.1
SEMG Suncoast Select Growth ETF 15.3 60 -52 3.9 -2.0
FTCS First Trust Capital Strength ETF 15.2 55 -47 5.9 +0.1
IUSV iShares Core S&P US Value ETF 15.2 4 4 5.9 +0.1
DSPY Tema S&P 500 Historical Weight ETF 15.0 18 -10 4.4 -1.4
DIVB iShares Core Dividend ETF 15.0 5 3 6.7 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 15.0 25 -17 5.4 -0.4
FTA First Trust Large Cap Value AlphaDEX Fund 15.0 59 -51 7.9 +2.1
DIA SPDR Dow Jones Industrial Average ETF 15.0 16 -8 4.9 -0.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 14.9 19 -11 4.7 -1.1
TOPC iShares S&P 500 3% Capped ETF 14.9 15 -7 4.4 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 14.8 75 -67 4.8 -1.0
RSP Invesco S&P 500 Equal Weight ETF 14.7 20 -12 6.0 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 14.7 34 -26 5.6 -0.3
SGLC SGI U.S. Large Cap Core ETF 14.7 85 -77 3.6 -2.3
IMCB iShares Morningstar Mid-Cap ETF 14.6 4 4 5.2 -0.6
VO Vanguard Mid-Cap ETF 14.6 4 4 21.6 +15.7
DIVG Invesco S&P 500 High Dividend Growers ETF 14.6 39 -31 7.6 +1.7
AVLV Avantis U.S. Large Cap Value ETF 14.5 15 -7 5.9 +0.1
PY Principal Value ETF 14.5 15 -7 7.1 +1.2
ASLV Allspring Special Large Value ETF 14.5 35 -27 5.2 -0.6
BPAY BlackRock Future Financial and Technology ETF 14.4 70 -62 5.6 -0.2
AKRE Akre Focus ETF 14.3 106 -98 4.8 -1.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 14.2 20 -12 5.6 -0.2
DIVL Madison Dividend Value ETF 14.1 65 -57 5.0 -0.8
TMFC Motley Fool 100 Index ETF 14.1 50 -42 2.9 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 14.1 59 -51 5.1 -0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14.1 9 -1 5.3 -0.6
SWP SWP Growth & Income ETF 14.1 99 -91 4.7 -1.2
SPGP Invesco S&P 500 GARP ETF 14.0 34 -26 6.0 +0.2
SIZE iShares MSCI USA Size Factor ETF 14.0 15 -7 5.6 -0.2
FNDX Schwab Fundamental US Large Co. Index ETF 14.0 25 -17 6.2 +0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 14.0 30 -22 3.7 -2.1
AVSU Avantis Responsible U.S. Equity ETF 13.8 15 -7 4.9 -0.9
EUSA iShares MSCI USA Equal Weighted ETF 13.8 9 -1 5.6 -0.2
XVV iShares ESG Screened S&P 500 ETF 13.7 8 0 4.1 -1.7
BDIV AAM Brentview Dividend Growth ETF 13.7 49 -41 3.8 -2.0
VEGN US Vegan Climate ETF 13.6 60 -52 3.3 -2.5
DVND Touchstone Dividend Select ETF 13.6 67 -59 5.4 -0.5
EDOW First Trust Dow 30 Equal Weight ETF 13.5 50 -42 4.8 -1.1
SNPE Xtrackers S&P 500 ESG ETF 13.4 10 -2 4.3 -1.5
FDLO Fidelity Low Volatility Factor ETF 13.4 15 -7 4.9 -0.9
QLC FlexShares US Quality Large Cap Index Fund 13.2 25 -17 4.5 -1.3
OEI Optimized Equity Income ETF 13.2 75 -67 3.7 -2.2
SPXV ProShares S&P 500 Ex-Health Care ETF 13.2 9 -1 3.9 -1.9
FELC Fidelity Enhanced Large Cap Core ETF 13.1 18 -10 4.3 -1.5
KIE State Street SPDR S&P Insurance ETF 13.1 35 -27 6.9 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 13.1 29 -21 6.0 +0.2
FNDB Schwab Fundamental US Broad Market Index ETF 13.1 25 -17 6.2 +0.3
FLV American Century Focused Large Cap Value ETF 13.0 42 -34 6.0 +0.2
JHML John Hancock Multifactor Large Cap ETF 12.9 29 -21 4.5 -1.3
AVIE Avantis  Inflation Focused Equity ETF 12.9 25 -17 6.0 +0.1
FTCE First Trust New Constructs Core Earnings Leaders ETF 12.8 60 -52 4.7 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 12.8 11 -3 4.3 -1.5
LRGC AB US Large Cap Strategic Equities ETF 12.8 48 -40 3.8 -2.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 12.7 20 -12 4.0 -1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 12.7 65 -57 7.4 +1.5
KAT Scharf ETF 12.7 87 -79 6.2 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 12.6 52 -44 5.2 -0.7
DFSU Dimensional US Sustainability Core 1 ETF 12.6 18 -10 4.7 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 12.5 29 -21 4.1 -1.8
DFVX Dimensional US Large Cap Vector ETF 12.5 22 -14 5.3 -0.5
CHRI Global X S&P 500 Christian Values ETF 12.5 29 -21 3.9 -1.9
SPXE ProShares S&P 500 Ex-Energy ETF 12.5 9 -1 4.1 -1.8
NULC Nuveen ESG Large-Cap ETF 12.4 21 -13 3.9 -1.9
RPV Invesco S&P 500 Pure Value ETF 12.4 35 -27 8.9 +3.0
OALC OneAscent Large Cap Core ETF 12.4 86 -78 3.4 -2.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 12.4 7 1 6.8 +0.9
DVGR DAC 3D Dividend Growth ETF 12.4 65 -57 5.1 -0.8
ZECP Zacks Earnings Consistent Portfolio ETF 12.3 55 -47 4.2 -1.6
BLCV iShares Large Cap Value Active ETF 12.3 53 -45 6.2 +0.4
VOO Vanguard S&P 500 ETF 12.3 3 5 4.2 -1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 12.3 2 6 4.2 -1.6
SPY SPDR S&P 500 ETF 12.3 9 -1 4.2 -1.7
ENHU iShares Enhanced Large Cap Core Active ETF 12.3 22 -14 4.1 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 12.3 18 -10 3.9 -1.9
IVV iShares Core S&P 500 ETF 12.2 3 5 4.2 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 12.2 20 -12 4.2 -1.6
HGRO Hedgeye Quality Growth ETF 12.2 70 -62 3.6 -2.3
RAUS RACWI US ETF 12.2 15 -7 4.1 -1.7
VV Vanguard Large-Cap ETF 12.2 4 4 4.1 -1.7
HAPI Harbor Human Capital Factor US Large Cap ETF 12.2 36 -28 4.1 -1.8
SFTY Horizon Managed Risk ETF 12.1 77 -69 3.4 -2.4
SHRY First Trust Bloomberg Shareholder Yield ETF 12.1 60 -52 8.8 +3.0
USMV iShares MSCI USA Min Vol Factor ETF 12.1 15 -7 5.4 -0.4
ADME Aptus Drawdown Managed Equity ETF 12.1 79 -71 3.4 -2.4
STOX Horizon Core Equity ETF 12.0 70 -62 3.5 -2.3
SPHQ Invesco S&P 500 Quality ETF 12.0 15 -7 4.8 -1.1
ESGU iShares ESG Aware MSCI USA ETF 12.0 15 -7 4.2 -1.7
SUSA iShares MSCI USA ESG Select ETF 11.9 25 -17 4.0 -1.8
AVUS Avantis U.S. Equity ETF 11.9 15 -7 4.8 -1.1
ILCB iShares Morningstar U.S. Equity ETF 11.9 3 5 4.1 -1.7
VOTE TCW Transform 500 ETF 11.9 5 3 4.1 -1.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 11.9 15 -7 4.2 -1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 11.9 2 6 4.2 -1.7
UDI USCF Dividend Income Fund 11.8 65 -57 6.8 +1.0
GSPY Gotham Enhanced 500 ETF 11.8 50 -42 4.3 -1.5
FDVV Fidelity High Dividend ETF 11.8 15 -7 6.8 +1.0
IWL iShares Russell Top 200 ETF 11.8 15 -7 3.9 -2.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 11.8 7 1 4.1 -1.8
QUAL iShares MSCI USA Quality Factor ETF 11.8 15 -7 4.4 -1.4
MGC Vanguard Mega Cap ETF 11.8 7 1 3.9 -2.0
SNPG Xtrackers S&P 500 Growth ESG ETF 11.8 15 -7 4.1 -1.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 11.8 20 -12 4.3 -1.6
FDMO Fidelity Momentum Factor ETF 11.7 15 -7 2.5 -3.3
GXLC Global X U.S. 500 ETF 11.7 2 6 4.1 -1.8
RECS Columbia Research Enhanced Core ETF 11.7 15 -7 5.2 -0.6
WTV WisdomTree US Value ETF 11.7 12 -4 8.0 +2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 11.7 9 -1 4.2 -1.7
PBUS Invesco MSCI USA ETF 11.6 4 4 4.2 -1.6
KBE State Street SPDR S&P Bank ETF 11.6 35 -27 8.9 +3.1
LRGF iShares U.S. Equity Factor ETF 11.6 8 0 4.6 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 11.6 60 -52 5.5 -0.3
BKLC BNY Mellon US Large Cap Core Equity ETF 11.5 0 8 12.5 +6.6
CSTK Invesco Comstock Contrarian Equity ETF 11.5 35 -27 5.9 +0.0
LOWV AB US Low Volatility Equity ETF 11.5 48 -40 4.4 -1.4
ESGG FlexShares STOXX Global ESG Select Index Fund 11.5 42 -34 4.0 -1.9
MBOX Freedom Day Dividend ETF 11.5 39 -31 6.9 +1.0
ABEQ Absolute Select Value ETF 11.5 85 -77 4.6 -1.3
USEW Cambria US EW ETF 11.5 30 -22 4.2 -1.6
IWS iShares Russell Mid-Cap Value ETF 11.5 23 -15 6.1 +0.3
DFUS Dimensional U.S. Equity ETF 11.5 9 -1 4.1 -1.8
IYY iShares Dow Jones U.S. ETF 11.4 20 -12 4.1 -1.8
SCHX Schwab U.S. Large-Cap ETF 11.4 3 5 4.3 -1.6
VONE Vanguard Russell 1000 ETF 11.4 7 1 4.2 -1.6
DCOR Dimensional US Core Equity 1 ETF 11.4 14 -6 4.6 -1.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 11.4 3 5 4.4 -1.5
AQEC AQE Core ETF 11.4 49 -41 5.2 -0.6
IWB iShares Russell 1000 ETF 11.4 15 -7 4.2 -1.7
FVAL Fidelity Value Factor ETF 11.3 15 -7 5.9 +0.1
FFLC Fidelity Fundamental Large Cap Core ETF 11.3 38 -30 3.9 -1.9
GOP Unusual Whales Subversive Republican Trading ETF 11.3 50 -42 4.1 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 11.3 14 -6 4.2 -1.7
SUSL iShares ESG MSCI USA Leaders ETF 11.2 10 -2 4.2 -1.7
FVD First Trust Value Line Dividend Index Fund 11.2 65 -57 6.0 +0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.2 18 -10 5.2 -0.7
CZAR Themes Natural Monopoly ETF 11.2 35 -27 5.3 -0.5
RFFC ALPS Active Equity Opportunity ETF 11.2 48 -40 3.7 -2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 11.2 10 -2 4.2 -1.6
ACVF American Conservative Values ETF 11.2 75 -67 3.7 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.2 9 -1 4.4 -1.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 11.1 80 -72 5.6 -0.3
SCHK Schwab 1000 Index ETF 11.1 5 3 4.3 -1.6
DFAU Dimensional US Core Equity Market ETF 11.1 12 -4 4.3 -1.5
ESGV Vanguard ESG U.S. Stock ETF 11.1 9 -1 4.1 -1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 11.0 45 -37 2.5 -3.4
VLUE iShares MSCI USA Value Factor ETF 11.0 15 -7 6.1 +0.3
APUE ActivePassive U.S. Equity ETF 11.0 45 -37 3.9 -1.9
EBI Longview Advantage ETF 11.0 35 -27 5.9 +0.1
VUSE Vident U.S. Equity Strategy ETF 11.0 50 -42 3.8 -2.1
OEF iShares S&P 100 ETF 11.0 20 -12 3.8 -2.1
INRO iShares U.S. Industry Rotation Active ETF 10.9 42 -34 3.5 -2.3
VTI Vanguard Total Stock Market ETF 10.9 3 5 4.1 -1.7
IWV iShares Russell 3000 ETF 10.9 20 -12 4.0 -1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.9 3 5 4.1 -1.7
SXQG ETC 6 Meridian Quality Growth ETF 10.9 100 -92 3.0 -2.8
QUVU Hartford Quality Value ETF 10.9 46 -38 5.4 -0.4
VTHR Vanguard Russell 3000 ETF 10.9 7 1 4.1 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 10.8 80 -72 3.6 -2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.8 11 -3 4.2 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 10.8 49 -41 3.6 -2.3
IMCG iShares Morningstar Mid-Cap Growth ETF 10.8 6 2 3.4 -2.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 10.8 10 -2 4.2 -1.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.8 50 -42 3.5 -2.3
DIVN Horizon Dividend Income ETF 10.8 70 -62 6.7 +0.9
SCHB Schwab U.S. Broad Market ETF 10.7 3 5 4.2 -1.6
DSI iShares MSCI KLD 400 Social ETF 10.7 25 -17 4.1 -1.8
JGLO JPMorgan Global Select Equity ETF 10.6 33 -25 4.3 -1.5
VNSE Natixis Vaughan Nelson Select ETF 10.6 80 -72 3.4 -2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 10.6 35 -27 7.2 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 10.6 38 -30 7.2 +1.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 10.6 25 -17 4.2 -1.7
TOLL Tema Durable Quality ETF 10.5 75 -67 3.7 -2.1
JQUA JPMorgan U.S. Quality Factor ETF 10.4 12 -4 4.9 -1.0
DUSA Davis Select U.S. Equity ETF 10.4 61 -53 7.2 +1.3
KLMN Invesco MSCI North America Climate ETF 10.4 9 -1 4.3 -1.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 10.4 70 -62 4.9 -0.9
GLBL Pacer MSCI World Industry Advantage ETF 10.4 65 -57 3.4 -2.5
DFAC Dimensional U.S. Core Equity 2 ETF 10.4 17 -9 4.7 -1.1
XLG Invesco S&P 500 Top 50 ETF 10.3 20 -12 3.7 -2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 10.3 67 -59 8.9 +3.0
PCGG Polen Capital Global Growth ETF 10.3 85 -77 4.0 -1.9
LCF Touchstone US Large Cap Focused ETF 10.3 69 -61 3.6 -2.2
DUHP Dimensional US High Profitability ETF 10.2 21 -13 5.4 -0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.2 60 -52 6.4 +0.6
KBWP Invesco KBW Property & Casualty Insurance ETF 10.1 35 -27 7.5 +1.6
JOET Virtus Terranova US Quality Momentum ETF 10.1 29 -21 3.9 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.1 29 -21 5.7 -0.2
SPHB Invesco S&P 500 High Beta ETF 10.1 25 -17 3.5 -2.4
HDUS Hartford Disciplined US Equity ETF 10.1 19 -11 4.8 -1.1
VFVA Vanguard U.S. Value Factor ETF 10.1 13 -5 9.2 +3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 10.0 29 -21 4.1 -1.8
THRO iShares U.S. Thematic Rotation Active ETF 10.0 90 -82 3.1 -2.7
CGUS Capital Group Core Equity ETF 10.0 33 -25 3.6 -2.3
TOPT iShares Top 20 U.S. Stocks ETF 9.9 20 -12 3.2 -2.6
MAGA Point Bridge America First ETF 9.9 72 -64 5.5 -0.4
AVMC Avantis U.S. Mid Cap Equity ETF 9.9 18 -10 6.3 +0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 9.8 25 -17 4.9 -0.9
SAMM Strategas Macro Momentum ETF 9.8 66 -58 3.4 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 9.8 8 0 4.4 -1.5
GINN Goldman Sachs Innovate Equity ETF 9.8 52 -44 3.7 -2.2
ACSI American Customer Satisfaction ETF 9.7 65 -57 4.6 -1.3
FSST Fidelity Sustainable U.S. Equity ETF 9.7 59 -51 3.7 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 9.7 19 -11 5.1 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 9.6 7 1 4.4 -1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.6 60 -52 4.7 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 9.6 75 -67 4.6 -1.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 9.6 20 -12 7.7 +1.9
VSLU Applied Finance Valuation Large Cap ETF 9.5 49 -41 4.9 -0.9
IAK iShares U.S. Insurance ETF 9.5 40 -32 7.1 +1.2
EQL Alps Equal Sector Weight ETF 9.5 25 -17 5.3 -0.6
DXUV Dimensional US Vector Equity ETF 9.5 28 -20 5.2 -0.6
IWR iShares Russell Midcap ETF 9.5 19 -11 5.5 -0.4
DUNK Dana Unconstrained Equity ETF 9.5 75 -67 1.7 -4.1
FDRR Fidelity Dividend ETF for Rising Rates 9.5 15 -7 5.6 -0.2
DAK Dakota Active Equity ETF 9.4 43 -35 3.8 -2.1
QWLD SPDR MSCI World StrategicFactors ETF 9.4 30 -22 5.2 -0.7
SSPY Syntax Stratified LargeCap ETF 9.4 30 -22 6.2 +0.3
BEEZ Honeytree U.S. Equity ETF 9.4 64 -56 3.8 -2.1
PKW Invesco Buyback Achievers ETF 9.3 62 -54 7.3 +1.4
XPND First Trust Expanded Technology ETF 9.2 65 -57 2.9 -3.0
QLV FlexShares US Quality Low Volatility Index Fund 9.2 22 -14 5.0 -0.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 9.2 12 -4 4.5 -1.4
VFMF Vanguard U.S. Multifactor ETF 9.2 18 -10 6.5 +0.6
FQAL Fidelity Quality Factor ETF 9.2 15 -7 4.9 -0.9
SFY SoFi Select 500 ETF 9.2 0 8 3.7 -2.2
VOOG Vanguard S&P 500 Growth ETF 9.1 7 1 18.6 +12.8
FLQL Franklin LibertyQ U.S. Equity ETF 9.1 15 -7 4.6 -1.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 9.1 4 4 3.1 -2.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.1 60 -52 4.8 -1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.1 38 -30 5.2 -0.6
IVW iShares S&P 500 Growth ETF 9.0 18 -10 2.9 -2.9
ROE Astoria US Quality Kings ETF 9.0 49 -41 5.3 -0.5
STRN SMART Trend 25 ETF 9.0 59 -51 2.5 -3.4
TOK iShares MSCI Kokusai ETF 9.0 26 -18 4.3 -1.5
ABIG Argent Large Cap ETF 8.9 49 -41 4.4 -1.5
EQRR ProShares Equities for Rising Rates ETF 8.9 35 -27 5.4 -0.4
JEPI JPMorgan Equity Premium Income ETF 8.9 35 -27 5.3 -0.5
USSE Segall Bryant & Hamill Select Equity ETF 8.8 65 -57 3.0 -2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 8.8 9 -1 4.4 -1.4
FDWM Fidelity Women's Leadership ETF 8.8 59 -51 4.1 -1.8
AFLG First Trust Active Factor Large Cap ETF 8.7 55 -47 5.0 -0.8
RW Rainwater Equity ETF 8.7 125 -117 3.5 -2.4
JHDV John Hancock U.S. High Dividend ETF 8.7 34 -26 6.0 +0.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.6 40 -32 2.7 -3.1
IUSG iShares Core S&P U.S. Growth ETF 8.6 4 4 3.1 -2.7
RJDI RJ Eagle Dividend Select Income ETF 8.6 55 -47 4.6 -1.3
DHS WisdomTree U.S. High Dividend Fund 8.6 38 -30 8.3 +2.5
PSET Principal Quality ETF 8.6 15 -7 4.9 -0.9
AVMV Avantis U.S. Mid Cap Value ETF 8.5 20 -12 7.7 +1.9
QDF FlexShares Quality Dividend Index Fund 8.5 37 -29 5.4 -0.5
URTH iShares MSCI World ETF 8.5 24 -16 4.3 -1.5
DURA VanEck Durable High Dividend ETF 8.4 29 -21 6.5 +0.7
AUSF Global X Adaptive U.S. Factor ETF 8.4 27 -19 8.4 +2.6
GEW Cambria Global EW ETF 8.4 29 -21 5.4 -0.4
JSTC Adasina Social Justice All Cap Global ETF 8.4 89 -81 4.3 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.4 75 -67 3.2 -2.6
GQI Natixis Gateway Quality Income ETF 8.3 34 -26 4.7 -1.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.2 15 -7 6.4 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 8.2 9 -1 4.8 -1.0
ROUS Hartford Multifactor US Equity ETF 8.2 19 -11 5.5 -0.4
FMDE Fidelity Enhanced Mid Cap ETF 8.1 23 -15 5.4 -0.5
VFQY Vanguard U.S. Quality Factor ETF 8.1 13 -5 5.5 -0.4
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 8.1 12 -4 3.9 -2.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 8.1 12 -4 6.0 +0.2
STXG Strive 1000 Growth ETF 8.1 18 -10 3.3 -2.6
FFND Future Fund Active ETF 8.0 100 -92 4.5 -1.4
PWB Invesco Large Cap Growth ETF 8.0 56 -48 2.0 -3.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 8.0 25 -17 5.5 -0.3
VUSV Vanguard Wellington U.S. Value Active ETF 7.9 30 -22 5.7 -0.1
LST Leuthold Select Industries ETF 7.9 91 -83 4.8 -1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.9 60 -52 9.4 +3.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 7.9 5 3 7.7 +1.8
DGRW WisdomTree US Quality Dividend Growth Fund 7.9 28 -20 5.1 -0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.9 79 -71 4.1 -1.7
DIVE Dana Concentrated Dividend ETF 7.9 65 -57 6.8 +1.0
FFF Founders 100 ETF 7.8 75 -67 2.3 -3.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 7.8 20 -12 4.7 -1.1
JMOM JPMorgan U.S. Momentum Factor ETF 7.8 12 -4 3.3 -2.6
ACEP ARS Core Equity ETF 7.8 45 -37 4.1 -1.7
BGIG Bahl & Gaynor Income Growth ETF 7.8 45 -37 4.6 -1.2
JPEF JPMorgan Equity Focus ETF 7.7 50 -42 3.8 -2.0
FTGS First Trust Growth Strength ETF 7.6 60 -52 3.7 -2.1
IBLC iShares Blockchain and Tech ETF 7.6 47 -39 -1.3 -7.1
DEUS Xtrackers Russell US Multifactor ETF 7.6 17 -9 6.7 +0.8
BLOK Amplify Transformational Data Sharing ETF 7.5 75 -67 -0.1 -6.0
JHMM John Hancock Multifactor Mid Cap ETF 7.5 42 -34 5.6 -0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 7.5 10 -2 3.7 -2.1
MDLV Morgan Dempsey Large Cap Value ETF 7.5 58 -50 6.2 +0.3
ACWI iShares MSCI ACWI ETF 7.5 32 -24 4.6 -1.2
DTEC ALPS Disruptive Technologies ETF 7.4 50 -42 3.5 -2.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 7.4 56 -48 7.1 +1.2
DIVZ TrueShares Low Volatility Equity Income ETF 7.3 65 -57 6.3 +0.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 7.3 30 -22 4.1 -1.8
GRNY Fundstrat Granny Shots US Large Cap ETF 7.3 75 -67 2.2 -3.7
BOUT Innovator IBD Breakout Opportunities ETF 7.3 81 -73 3.3 -2.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 7.2 20 -12 6.2 +0.3
YOKE Yoke Core ETF 7.2 42 -34 3.9 -2.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 7.1 49 -41 8.1 +2.3
BJK VanEck Gaming ETF 7.1 65 -57 4.7 -1.2
CGDG Capital Group Dividend Growers ETF 7.1 47 -39 5.4 -0.5
BITQ Bitwise Crypto Industry Innovators ETF 7.1 85 -77 -2.2 -8.0
KLMT Invesco MSCI Global Climate 500 ETF 7.0 10 -2 4.9 -0.9
GURU Global X Guru Index ETF 7.0 75 -67 2.4 -3.4
KBWR Invesco KBW Regional Banking ETF 7.0 35 -27 8.5 +2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.9 75 -67 6.0 +0.2
USMF WisdomTree U.S. Multifactor Fund 6.9 28 -20 6.8 +0.9
DGT State Street SPDR Global Dow ETF 6.9 50 -42 5.7 -0.1
SCHG Schwab U.S. Large-Cap Growth ETF 6.9 4 4 3.3 -2.5
GINX SGI Enhanced Global Income ETF 6.9 98 -90 6.7 +0.9
VFMV Vanguard U.S. Minimum Volatility ETF 6.9 13 -5 5.8 -0.1
BGDV Bahl & Gaynor Dividend ETF 6.9 45 -37 4.1 -1.8
LOGO Alpha Brands Consumption Leaders ETF 6.8 69 -61 2.8 -3.0
GGRW Gabelli Growth Innovators ETF 6.8 90 -82 2.1 -3.7
ACWV iShares MSCI Global Min Vol Factor ETF 6.8 20 -12 5.8 -0.1
VT Vanguard Total World Stock ETF 6.8 6 2 5.0 -0.8
FLRG Fidelity U.S. Multifactor ETF 6.8 15 -7 6.0 +0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 6.8 15 -7 7.7 +1.9
BLCR iShares Large Cap Core Active ETF 6.8 36 -28 2.9 -2.9
CHGX AXS Change Finance ESG ETF 6.8 49 -41 4.3 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 6.7 75 -67 2.8 -3.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.7 50 -42 8.2 +2.4
DSTL Distillate US Fundamental Stability & Value ETF 6.7 39 -31 7.6 +1.8
IUS Invesco RAFI Strategic US ETF 6.7 19 -11 5.5 -0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.6 52 -44 5.1 -0.7
AIEQ AI Powered Equity ETF 6.6 75 -67 3.8 -2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 6.6 59 -51 1.9 -4.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.6 15 -7 3.0 -2.8
QLTY GMO U.S. Quality ETF 6.5 50 -42 3.9 -2.0
BUYZ Franklin Disruptive Commerce ETF 6.5 50 -42 2.6 -3.2
LYLD Cambria Large Cap Shareholder Yield ETF 6.5 59 -51 8.1 +2.3
ICAP InfraCap Equity Income Fund ETF 6.5 171 -163 4.8 -1.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 6.4 20 -12 9.1 +3.3
FMKT The Free Markets ETF 6.4 76 -68 4.3 -1.6
BEEX BeeHive ETF 6.4 84 -76 3.8 -2.1
CGDV Capital Group Dividend Value ETF 6.4 33 -25 3.9 -2.0
INCE Franklin Income Equity Focus ETF 6.3 29 -21 5.6 -0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.3 12 -4 3.6 -2.3
JGRW Jensen Quality Growth ETF 6.3 57 -49 4.3 -1.6
DVY iShares Select Dividend ETF 6.3 38 -30 8.4 +2.5
QDEF FlexShares Quality Dividend Defensive Index Fund 6.3 37 -29 5.5 -0.4
JVAL JPMorgan U.S. Value Factor ETF 6.2 12 -4 6.7 +0.9
GDIV Harbor Dividend Growth Leaders ETF 6.2 50 -42 4.2 -1.7
LGRO Level Four Large Cap Growth Active ETF 6.2 55 -47 3.5 -2.3
MTUM iShares MSCI USA Momentum Factor ETF 6.2 15 -7 2.3 -3.5
AGQI First Trust Active Global Quality Income ETF 6.2 85 -77 6.5 +0.6
EMOT First Trust S&P 500 Economic Moat ETF 6.1 60 -52 8.7 +2.9
GKAT Scharf Global Opportunity ETF 6.1 57 -49 6.0 +0.1
CAML Congress Large Cap Growth ETF 6.1 66 -58 2.5 -3.3
FLDZ RiverNorth Patriot ETF 6.0 75 -67 6.4 +0.6
QDIV Global X S&P 500 Quality Dividend ETF 6.0 20 -12 7.9 +2.0
MVAL VanEck Morningstar Wide Moat Value ETF 5.9 49 -41 6.6 +0.8
SPMO Invesco S&P 500 Momentum ETF 5.9 13 -5 2.9 -2.9
SYLD Cambria Shareholder Yield ETF 5.9 59 -51 10.3 +4.4
AQLT iShares MSCI Global Quality Factor ETF 5.8 18 -10 0.0 -5.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 5.8 58 -50 5.2 -0.6
GLOF iShares Global Equity Factor ETF 5.8 20 -12 5.5 -0.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 5.8 7 1 10.8 +5.0
FDL First Trust Morningstar Dividend Leaders Index Fund 5.8 45 -37 9.4 +3.6
LCLG Logan Capital Broad Innovative Growth ETF 5.7 99 -91 3.1 -2.8
FPAG FPA Global Equity ETF 5.7 49 -41 5.8 -0.1
IOO iShares Global 100 ETF 5.7 41 -33 3.8 -2.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 5.6 61 -53 -0.7 -6.6
GVLU Gotham 1000 Value ETF 5.6 50 -42 8.3 +2.5
IAT iShares U.S. Regional Banks ETF 5.6 40 -32 8.6 +2.7
SFYF SoFi Social 50 ETF 5.6 29 -21 0.7 -5.1
LRGE ClearBridge Large Cap Growth ESG ETF 5.6 59 -51 2.7 -3.2
RUNN Running Oak Efficient Growth ETF 5.6 58 -50 5.1 -0.7
RGEF Rockefeller Global Equity ETF 5.4 55 -47 3.8 -2.1
TBG TBG Dividend Focus ETF 5.4 59 -51 6.5 +0.7
SURE AdvisorShares Insiders Advantage ETF 5.4 90 -82 7.9 +2.0
VSDA VictoryShares Dividend Accelerator ETF 5.3 35 -27 6.7 +0.8
NUMV Nuveen ESG Mid-Cap Value ETF 5.3 31 -23 5.7 -0.2
LBO WHITEWOLF Publicly Listed Private Equity ETF 5.2 70 -62 9.4 +3.6
ETHO Etho Climate Leadership U.S. ETF 5.2 47 -39 4.0 -1.8
TMFG Motley Fool Global Opportunities ETF 5.2 85 -77 4.0 -1.8
VALQ American Century U.S. Quality Value ETF 5.1 29 -21 7.3 +1.4
ABFL Abacus FCF Leaders ETF 5.0 59 -51 4.1 -1.7
ILCG iShares Morningstar Growth ETF 5.0 4 4 3.2 -2.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.0 45 -37 5.0 -0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.9 60 -52 6.1 +0.3
OPTZ Optimize Strategy Index ETF 4.9 50 -42 3.4 -2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.8 30 -22 7.9 +2.0
DWLD Davis Select Worldwide ETF 4.8 63 -55 7.4 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 -10 7.1 +1.3
TPHD Timothy Plan High Dividend Stock ETF 4.8 52 -44 6.4 +0.5
SDY State Street SPDR S&P Dividend ETF 4.8 35 -27 6.4 +0.5
GQQQ Astoria US Quality Growth Kings ETF 4.8 35 -27 3.3 -2.5
SFGV Sequoia Global Value ETF 4.8 23 -15 7.2 +1.3
MOAT VanEck Morningstar Wide Moat ETF 4.8 46 -38 5.6 -0.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.8 55 -47 9.1 +3.2
IWY iShares Russell Top 200 Growth ETF 4.7 20 -12 3.7 -2.1
EQAL Invesco Russell 1000 Equal Weight ETF 4.7 20 -12 6.3 +0.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.7 49 -41 3.8 -2.1
DIVS SmartETFs Dividend Builder ETF 4.7 65 -57 4.5 -1.4
WCEO Hypatia Women CEO ETF 4.7 85 -77 4.7 -1.2
AGRW Allspring LT Large Growth ETF 4.6 35 -27 3.5 -2.3
MFMO Motley Fool Momentum Factor ETF 4.6 50 -42 2.1 -3.8
CZA Invesco Zacks Mid-Cap ETF 4.6 72 -64 6.1 +0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.6 35 -27 11.5 +5.7
ITAN Sparkline Intangible Value ETF 4.6 50 -42 5.7 -0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.5 30 -22 9.4 +3.6
WLDR Affinity World Leaders Equity ETF 4.5 67 -59 5.6 -0.2
COWS Amplify Cash Flow Dividend Leaders ETF 4.5 19 -11 7.4 +1.5
MFVL Motley Fool Value Factor ETF 4.5 50 -42 5.8 -0.1
AVUQ Avantis U.S. Quality ETF 4.5 15 -7 3.7 -2.2
FELG Fidelity Enhanced Large Cap Growth ETF 4.5 18 -10 3.4 -2.5
JGRO JPMorgan Active Growth ETF 4.5 44 -36 2.6 -3.3
RCGE RockCreek Global Equality ETF 4.5 95 -87 6.3 +0.4
IWF iShares Russell 1000 Growth ETF 4.4 19 -11 15.1 +9.2
FEGE First Eagle Global Equity ETF 4.4 79 -71 6.1 +0.3
QGRW WisdomTree U.S. Quality Growth Fund 4.4 28 -20 2.9 -2.9
VONG Vanguard Russell 1000 Growth ETF 4.4 7 1 3.8 -2.1
PRXG Praxis Impact Large Cap Growth ETF 4.4 36 -28 3.2 -2.7
MGK Vanguard Mega Cap Growth ETF 4.3 7 1 17.3 +11.5
EGUS iShares ESG Aware MSCI USA Growth ETF 4.3 18 -10 3.1 -2.7
VOT Vanguard Mid-Cap Growth ETF 4.3 7 1 3.2 -2.6
PTL Inspire 500 ETF 4.3 9 -1 4.6 -1.2
IWFG IQ Winslow Focused Large Cap Growth ETF 4.3 65 -57 2.2 -3.6
VUG Vanguard Growth ETF 4.2 4 4 20.9 +15.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.2 29 -21 7.6 +1.7
HOMZ Hoya Capital Housing ETF 4.2 30 -22 11.5 +5.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.2 39 -31 3.8 -2.0
BRIF FIS Bright Portfolios Focused Equity ETF 4.1 65 -57 3.3 -2.5
FCPI Fidelity Stocks for Inflation ETF 4.1 15 -7 5.8 -0.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.1 39 -31 -1.2 -7.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.1 64 -56 1.3 -4.5
CGGR Capital Group Growth ETF 3.9 39 -31 2.6 -3.2
TIME Clockwise Core Equity & Innovation ETF 3.8 95 -87 2.0 -3.8
FINX Global X FinTech ETF 3.8 68 -60 3.2 -2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.8 15 -7 7.8 +1.9
FDG American Century Focused Dynamic Growth ETF 3.8 45 -37 1.9 -4.0
DXIV Dimensional International Vector Equity ETF 3.7 34 -26 6.7 +0.8
DEW WisdomTree Global High Dividend Fund 3.7 58 -50 7.4 +1.5
CGGO Capital Group Global Growth Equity ETF 3.7 47 -39 4.1 -1.7
FTDS First Trust Dividend Strength ETF 3.7 70 -62 7.2 +1.4
RPG Invesco S&P 500 Pure Growth ETF 3.6 35 -27 2.7 -3.2
NULG Nuveen ESG Large-Cap Growth ETF 3.6 26 -18 3.0 -2.8
BWEB Bitwise Web3 ETF 3.6 85 -77 -0.1 -5.9
ARKF ARK Fintech Innovation ETF 3.6 75 -67 0.2 -5.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.6 24 -16 7.5 +1.6
VUSG Vanguard Wellington U.S. Growth Active ETF 3.5 35 -27 2.5 -3.3
SCHD Schwab US Dividend Equity ETF 3.5 6 2 8.2 +2.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.5 54 -46 6.1 +0.2
VFMO Vanguard U.S. Momentum Factor ETF 3.5 13 -5 1.7 -4.1
SMOT VanEck Morningstar SMID Moat ETF 3.5 49 -41 6.7 +0.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.4 85 -77 2.9 -2.9
QGRO American Century U.S. Quality Growth ETF 3.4 29 -21 4.1 -1.7
PRAY FIS Christian Stock Fund 3.4 69 -61 4.1 -1.7
MOTG VanEck Morningstar Global Wide Moat ETF 3.4 52 -44 8.1 +2.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.4 39 -31 9.9 +4.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.3 29 -21 6.9 +1.1
VAMO Cambria Value & Momentum ETF 3.3 61 -53 5.5 -0.4
STCE Schwab Crypto Thematic ETF 3.3 30 -22 2.7 -3.1
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.3 35 -27 5.0 -0.9
BCDF Horizon Kinetics Blockchain Development ETF 3.3 85 -77 3.9 -2.0
GPZ VanEck Alternative Asset Manager ETF 3.3 40 -32 5.7 -0.1
SAMT Strategas Macro Thematic Opportunities ETF 3.2 65 -57 2.6 -3.2
HDV iShares Core High Dividend ETF 3.2 8 0 30.1 +24.3
YNOT Horizon Digital Frontier ETF 3.1 75 -67 2.5 -3.4
SRHQ SRH U.S. Quality ETF 3.1 35 -27 6.2 +0.3
SDOG ALPS Sector Dividend Dogs ETF 3.0 36 -28 8.4 +2.5
IETC iShares U.S. Tech Independence Focused ETF 3.0 18 -10 3.0 -2.9
AOTG AOT Growth and Innovation ETF 2.9 75 -67 1.1 -4.7
DIVY Sound Equity Dividend Income ETF 2.8 45 -37 8.1 +2.2
BLES Inspire Global Hope ETF 2.8 61 -53 5.9 +0.0
FMTM MarketDesk Focused U.S. Momentum ETF 2.8 45 -37 4.9 -0.9
BIBL Inspire 100 ETF 2.8 35 -27 4.2 -1.6
CVY Invesco Zacks Multi-Asset Income ETF 2.8 106 -98 10.5 +4.6
TMDV ProShares Russell US Dividend Growers ETF 2.8 35 -27 6.5 +0.6
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 -54 1.6 -4.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 -19 6.9 +1.1
FFOG Franklin Focused Growth ETF 2.7 61 -53 1.6 -4.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 -7 6.6 +0.8
XT iShares Exponential Technologies ETF 2.6 46 -38 3.8 -2.0
YALL God Bless America ETF 2.5 65 -57 4.7 -1.2
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.5 61 -53 6.5 +0.7
BGRO iShares Large Cap Growth Active ETF 2.5 55 -47 1.9 -4.0
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 -21 11.1 +5.2
KONG Formidable Fortress ETF 2.4 89 -81 5.1 -0.8
TEXN iShares Texas Equity ETF 2.3 20 -12 5.0 -0.9
TXS Texas Capital Texas Equity Index ETF 2.3 49 -41 4.9 -0.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.3 65 -57 5.3 -0.6
GPT Intelligent Alpha Atlas ETF 2.3 69 -61 6.1 +0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.3 35 -27 6.0 +0.1
KRE State Street SPDR S&P Regional Banking ETF 2.3 35 -27 8.7 +2.9
BUZZ VanEck Social Sentiment ETF 2.3 75 -67 -0.7 -6.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.2 30 -22 6.4 +0.6
ARKW ARK Next Generation Internet ETF 2.2 87 -79 0.5 -5.3
ARKK ARK Innovation ETF 2.2 75 -67 -2.5 -8.3
AKAF The Frontier Economic Fund 2.2 20 -12 5.6 -0.3
FPX First Trust US Equity Opportunities ETF 2.2 61 -53 0.9 -5.0
CWS AdvisorShares Focused Equity ETF 2.2 84 -76 5.2 -0.7
PSP Invesco Global Listed Private Equity ETF 2.1 106 -98 7.4 +1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 2.1 52 -44 9.0 +3.1
IWP iShares Russell Mid-Cap Growth ETF 2.1 23 -15 3.1 -2.8
BFOR ALPS Barron's 400 ETF 1.9 65 -57 22.1 +16.3
FBCG Fidelity Blue Chip Growth ETF 1.9 59 -51 2.2 -3.6
DIHP Dimensional International High Profitability ETF 1.9 29 -21 5.9 +0.0
WSGE Warren Street Global Equity ETF 1.8 80 -72 2.9 -2.9
DEMZ Democratic Large Cap Core ETF 1.8 45 -37 3.7 -2.2
TAX Cambria Tax Aware ETF 1.8 49 -41 4.2 -1.7
ISHP First Trust Nasdaq Retail ETF 1.8 60 -52 5.8 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 -72 6.3 +0.4
ANEW ProShares MSCI Transformational Changes ETF 1.8 45 -37 4.2 -1.6
TRFM AAM Transformers ETF 1.7 49 -41 1.0 -4.9
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.7 85 -77 0.0 -5.8
CDIG City Different Investments Global Equity ETF 1.7 75 -67 -1.7 -7.5
WBIY WBI Power Factor High Dividend ETF 1.6 100 -92 12.6 +6.7
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 4 6.0 +0.2
FSCS First Trust SMID Capital Strength ETF 1.6 60 -52 7.4 +1.6
TOGA Tremblant Global ETF 1.6 69 -61 -0.1 -6.0
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -46 9.8 +3.9
MILN Global X Millennial Consumer ETF 1.5 50 -42 4.4 -1.4
STXM Strive Mid-Cap ETF 1.4 18 -10 6.1 +0.2
FSGS First Trust SMID Growth Strength ETF 1.3 60 -52 5.0 -0.9
XDAT Franklin Exponential Data ETF 1.3 50 -42 1.0 -4.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.3 21 -13 2.9 -2.9
AFOS ARS Focused Opportunities Strategy ETF 1.2 45 -37 2.0 -3.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 1 5.4 -0.4
VB Vanguard Small-Cap ETF 1.2 5 3 5.4 -0.5
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 2 7.9 +2.1
WUGI AXS Esoterica NextG Economy ETF 1.2 75 -67 1.4 -4.4
NBDS Neuberger Berman Disrupters ETF 1.2 55 -47 0.7 -5.1
ISCB iShares Morningstar Small-Cap ETF 1.2 4 4 5.5 -0.3
FFTY Innovator IBD 50 ETF 1.2 80 -72 0.1 -5.7
CVAR Cultivar ETF 1.1 87 -79 7.0 +1.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.1 75 -67 1.7 -4.1
PNQI Invesco NASDAQ Internet ETF 1.1 60 -52 3.8 -2.0
SMMD iShares Russell 2500 ETF 1.1 15 -7 5.7 -0.2
DAPP VanEck Digital Transformation ETF 1.0 50 -42 0.0 -5.8
BCOR Grayscale Bitcoin Adopters ETF 1.0 59 -51 1.7 -4.1
METV Roundhill Ball Metaverse ETF 1.0 59 -51 7.3 +1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 4 17.7 +11.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -52 6.5 +0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 -7 5.0 -0.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -48 10.0 +4.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 -9 5.0 -0.8
ALRG Allspring LT Large Core ETF 0.9 28 -20 3.5 -2.3
DFAS Dimensional U.S. Small Cap ETF 0.9 26 -18 5.7 -0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.8 60 -52 5.3 -0.5
RND First Trust Bloomberg R&D Leaders ETF 0.8 60 -52 2.5 -3.3
VBR Vanguard Small Cap Value ETF 0.8 7 1 8.1 +2.3
DON WisdomTree U.S. MidCap Dividend Fund 0.8 38 -30 8.5 +2.7
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 -20 8.8 +3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.8 70 -62 10.0 +4.1
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -72 14.7 +8.9
EZM WisdomTree U.S. MidCap Fund 0.8 38 -30 8.3 +2.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.8 20 -12 0.8 -5.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.7 15 -7 5.1 -0.7
FSMD Fidelity Small-Mid Multifactor ETF 0.7 15 -7 6.7 +0.8
WSML iShares MSCI World Small-Cap ETF 0.7 15 -7 5.5 -0.4
GK AdvisorShares Gerber Kawasaki ETF 0.7 75 -67 1.5 -4.4
TMFX Motley Fool Next Index ETF 0.7 50 -42 2.8 -3.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 0.7 78 -70 9.5 +3.6
KBWD Invesco KBW High Dividend Yield Financial ETF 0.6 384 -376 20.6 +14.7
MDCP VictoryShares THB Mid Cap ESG ETF 0.6 55 -47 5.0 -0.9
MVPA Miller Value Partners Appreciation ETF 0.6 60 -52 10.0 +4.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 0.6 35 -27 3.4 -2.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.6 60 -52 4.5 -1.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.6 20 -12 4.2 -1.7
IBUY Amplify Online Retail ETF 0.6 65 -57 2.5 -3.4
FDND FT Vest Dow Jones Internet & Target Income ETF 0.6 75 -67 2.6 -3.2
FDN First Trust Dow Jones Internet Index Fund 0.6 52 -44 2.6 -3.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 -17 6.3 +0.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -35 5.3 -0.6
RNIN Bushido Capital US SMID Cap Equity ETF 0.5 70 -62 9.8 +3.9
WGMI Valkyrie Bitcoin Miners ETF 0.5 75 -67 -3.2 -9.0
PID Invesco International Dividend Achievers ETF 0.5 53 -45 4.5 -1.4
MID American Century Mid Cap Growth Impact ETF 0.5 45 -37 3.0 -2.9
POWA Invesco Bloomberg Pricing Power ETF 0.5 40 -32 6.2 +0.3
GLRY Inspire Faithward Mid Cap Momentum ETF 0.5 80 -72 4.2 -1.6
BKCH Global X Blockchain ETF 0.5 50 -42 -3.1 -9.0
CBSE Clough Select Equity ETF 0.5 85 -77 0.4 -5.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 -12 5.9 +0.0
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -57 7.1 +1.2
NUSC Nuveen ESG Small-Cap ETF 0.4 31 -23 5.1 -0.8
VIDI Vident International Equity Strategy ETF 0.4 61 -53 8.2 +2.4
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 -27 4.0 -1.8
FESM Fidelity Enhanced Small Cap ETF 0.4 28 -20 2.3 -3.6
DFSI Dimensional International Sustainability Core 1 ETF 0.4 24 -16 5.7 -0.1
FEOE First Eagle Overseas Equity ETF 0.4 79 -71 6.2 +0.4
VBK Vanguard Small-Cap Growth ETF 0.4 7 1 1.3 -4.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 2 2.8 -3.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.3 15 -7 4.0 -1.9
NIXT Research Affiliates Deletions ETF 0.3 9 -1 6.3 +0.5
DFSV Dimensional US Small Cap Value ETF 0.3 31 -23 8.9 +3.1
ZIG Acquirers Fund 0.3 84 -76 22.3 +16.5
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -47 10.5 +4.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 -17 7.9 +2.0
TMFM Motley Fool Mid-Cap Growth ETF 0.3 85 -77 2.3 -3.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -31 2.2 -3.6
DFIC Dimensional International Core Equity 2 ETF 0.2 23 -15 6.3 +0.5
APIE ActivePassive International Equity ETF 0.2 45 -37 6.5 +0.6
QQQM Invesco NASDAQ 100 ETF 0.2 15 -7 3.2 -2.6
QQQ Invesco QQQ Trust Series I 0.2 20 -12 3.2 -2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -62 2.3 -3.6
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 -12 3.1 -2.7
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -68 3.2 -2.7
ACSG American Century Small Cap Growth Insights ETF 0.1 49 -41 4.9 -0.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -57 0.0 -5.8

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 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 5.8 %
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.