State Street US Sector Rotation ETF
ALTAR
Score™		 4.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 21.6x P/Sales
ratio		 2.4x
P/BV
ratio		 4.0x Div.
yield		 1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The SPDR SSGA U.S. Sector Rotation ETF is an actively-managed portfolio of companies classified within favorable sectors.

FUND BASICS
Category US Equities
Fund Sponsor State Street
Website us.spdrs.com
Inception date Apr 02, 2019
Assets (mns) $859
Currency USD
Expense ratio 70 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 20
Wgt avg mkt cap (mns) $539,051
Large cap (>$10bn) 98.5%
Mid cap ($2-10bn) 0.8%
Small cap (<$2bn) 0.1%
Developed mkts 99.8%
Emerging mkts 0.0%

TOP TEN HOLDINGS
TECHNOLOGY SELECT SECTOR SPDR 21.5 %
HEALTH CARE SELECT SECTOR SPDR 16.7 %
INDUSTRIAL SELECT SECTOR SPDR 13.2 %
COMMUNICATION SERVICES SELECT SECT 7.1 %
FINANCIAL SELECT SECTOR SPDR 6.3 %
ALPHABET INC. CLASS A 5.5 %
NVIDIA CORP 4.9 %
ALPHABET INC. CLASS C 4.3 %
APPLE INC 4.1 %
ENERGY SELECT SECTOR SPDR 3.7 %
Total 87.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.1 %
IRELAND 1.8 %
SWITZERLAND 0.1 %
NETHERLANDS 0.1 %
BRITAIN 0.1 %
BERMUDA 0.0 %





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.
-1.6% 13.8% 11.0% -- 12.9%

Market Correlations
versus... Beta R-squared
S&P500 1.01 96%
MSCI EAFE 0.94 61%
MSCI Emg. Mkts. 0.80 53%

Technical Indicators
Recent close $58.55
30d moving avg. $59.45
Annualized volatility 12.7%
Short interest (ETF) 0.1%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 94
Turnover 0.6%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $43,605

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 719 potential alternatives to the State Street US Sector Rotation ETF ETF based on the alternatives' overlap in portfolio holdings with XLSR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: XLSR Expense: 70 bp ALTAR Score™: 4.6%


ALTERNATIVE ETFs BASED ON OVERLAP WITH XLSR
Ticker Fund
Name		 Overlap1
vs XLSR
(%)		 Expense
ratio
(bp)		 Savings
vs XLSR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs XLSR
(%)
IUSG iShares Core S&P U.S. Growth ETF 27.7 4 66 3.5 -1.2
IVW iShares S&P 500 Growth ETF 27.7 18 52 3.3 -1.3
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 27.7 4 66 3.4 -1.2
MGK Vanguard Mega Cap Growth ETF 27.7 7 63 3.7 -0.9
VOOG Vanguard S&P 500 Growth ETF 27.7 7 63 3.4 -1.2
VUG Vanguard Growth ETF 27.7 4 66 3.7 -0.9
MODL VictoryShares WestEnd U.S. Sector ETF 27.1 42 28 4.4 -0.2
QTOP iShares Nasdaq Top 30 Stocks ETF 26.9 20 50 3.2 -1.4
ONEQ Fidelity Nasdaq Composite Index ETF 26.8 21 49 3.3 -1.4
GLBL Pacer MSCI World Industry Advantage ETF 26.6 65 5 3.9 -0.8
IGM iShares Expanded Tech Sector ETF 26.6 41 29 3.3 -1.3
OEF iShares S&P 100 ETF 26.3 20 50 4.2 -0.4
PRXG Praxis Impact Large Cap Growth ETF 26.2 36 34 3.5 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 26.1 4 66 3.6 -1.0
XLG Invesco S&P 500 Top 50 ETF 25.7 20 50 3.9 -0.7
ILCG iShares Morningstar Growth ETF 25.3 4 66 3.4 -1.2
SFYF SoFi Social 50 ETF 25.2 29 41 0.9 -3.7
SNPG Xtrackers S&P 500 Growth ESG ETF 25.2 15 55 4.4 -0.3
IWY iShares Russell Top 200 Growth ETF 25.2 20 50 3.9 -0.8
AVUQ Avantis U.S. Quality ETF 25.2 15 55 3.9 -0.7
STXG Strive 1000 Growth ETF 24.9 18 52 3.6 -1.1
MGC Vanguard Mega Cap ETF 24.8 7 63 4.3 -0.4
THRO iShares U.S. Thematic Rotation Active ETF 24.7 90 -20 3.5 -1.1
SPXN ProShares S&P 500 Ex-Financials ETF 24.6 9 61 4.4 -0.3
GQQQ Astoria US Quality Growth Kings ETF 24.6 35 35 3.8 -0.9
QLC FlexShares US Quality Large Cap Index Fund 24.6 25 45 4.9 +0.3
FELG Fidelity Enhanced Large Cap Growth ETF 24.5 18 52 3.6 -1.0
IWL iShares Russell Top 200 ETF 24.5 15 55 4.2 -0.4
VONG Vanguard Russell 1000 Growth ETF 24.4 7 63 3.9 -0.8
IWF iShares Russell 1000 Growth ETF 24.4 19 51 3.7 -0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 24.3 25 45 4.5 -0.2
TOPT iShares Top 20 U.S. Stocks ETF 24.1 20 50 3.5 -1.1
ESGV Vanguard ESG U.S. Stock ETF 24.0 9 61 4.6 -0.0
SPXV ProShares S&P 500 Ex-Health Care ETF 24.0 9 61 4.3 -0.3
SNPE Xtrackers S&P 500 ESG ETF 23.9 10 60 4.7 +0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 23.9 14 56 4.3 -0.3
XVV iShares ESG Screened S&P 500 ETF 23.9 8 62 4.5 -0.1
QQQ Invesco QQQ Trust Series I 23.9 20 50 3.7 -1.0
QQQM Invesco NASDAQ 100 ETF 23.8 15 55 3.7 -0.9
QBIG Invesco Top QQQ ETF 23.7 29 41 0.0 -4.6
USMC Principal U.S. Mega-Cap ETF 23.5 12 58 3.9 -0.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 23.5 12 58 3.9 -0.7
FBCG Fidelity Blue Chip Growth ETF 23.5 59 11 2.5 -2.1
QGRW WisdomTree U.S. Quality Growth Fund 23.4 28 42 3.2 -1.4
FFOG Franklin Focused Growth ETF 23.4 61 9 1.8 -2.8
RND First Trust Bloomberg R&D Leaders ETF 23.4 60 10 2.8 -1.9
AIEQ AI Powered Equity ETF 23.4 75 -5 4.1 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 23.4 20 50 4.6 0.0
EPS WisdomTree U.S. LargeCap Fund 23.4 8 62 5.2 +0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 23.4 10 60 4.7 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 23.3 7 63 4.5 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 23.3 9 61 4.4 -0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 23.2 20 50 4.4 -0.3
VSLU Applied Finance Valuation Large Cap ETF 23.2 49 21 5.2 +0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 23.2 2 68 4.5 -0.1
GXLC Global X U.S. 500 ETF 23.2 2 68 4.4 -0.2
CHRI Global X S&P 500 Christian Values ETF 23.2 29 41 4.3 -0.3
VV Vanguard Large-Cap ETF 23.1 4 66 4.5 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 23.1 30 40 4.1 -0.5
VOTE TCW Transform 500 ETF 23.1 5 65 4.5 -0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 23.1 36 34 4.4 -0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 23.1 0 70 4.5 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 23.1 18 52 4.3 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 23.1 29 41 4.4 -0.3
FELC Fidelity Enhanced Large Cap Core ETF 23.1 18 52 4.8 +0.2
FFLC Fidelity Fundamental Large Cap Core ETF 23.1 38 32 4.2 -0.4
RAUS RACWI US ETF 23.0 15 55 4.5 -0.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 23.0 10 60 4.1 -0.6
TIME Clockwise Core Equity & Innovation ETF 23.0 95 -25 2.4 -2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 23.0 10 60 4.0 -0.6
ILCB iShares Morningstar U.S. Equity ETF 23.0 3 67 4.5 -0.2
OEI Optimized Equity Income ETF 23.0 75 -5 3.6 -1.0
VOO Vanguard S&P 500 ETF 23.0 3 67 4.6 -0.0
SPYM State Street SPDR Portfolio S&P 500 ETF 22.9 2 68 4.6 -0.0
IVV iShares Core S&P 500 ETF 22.9 3 67 4.6 -0.0
SPY SPDR S&P 500 ETF 22.9 9 61 4.5 -0.1
STRV Strive 500 ETF 22.9 5 65 4.5 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 22.9 15 55 4.9 +0.3
INRO iShares U.S. Industry Rotation Active ETF 22.9 42 28 3.9 -0.7
PEXL Pacer US Export Leaders ETF 22.8 60 10 3.6 -1.1
IOO iShares Global 100 ETF 22.8 41 29 4.2 -0.4
RVRB Reverb ETF 22.7 30 40 4.3 -0.3
WRND IQ Global Equity R&D Leaders ETF 22.5 18 52 4.4 -0.2
SEMG Suncoast Select Growth ETF 22.5 60 10 3.9 -0.7
ENHU iShares Enhanced Large Cap Core Active ETF 22.5 22 48 4.5 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 22.5 11 59 4.5 -0.1
SCHX Schwab U.S. Large-Cap ETF 22.5 3 67 4.6 +0.0
ESGU iShares ESG Aware MSCI USA ETF 22.5 15 55 4.5 -0.1
VNSE Natixis Vaughan Nelson Select ETF 22.4 80 -10 3.6 -1.0
VONE Vanguard Russell 1000 ETF 22.4 7 63 4.6 -0.0
IWB iShares Russell 1000 ETF 22.4 15 55 4.5 -0.1
LGRO Level Four Large Cap Growth Active ETF 22.4 55 15 4.1 -0.5
GQI Natixis Gateway Quality Income ETF 22.3 34 36 4.7 +0.0
APUE ActivePassive U.S. Equity ETF 22.3 45 25 4.3 -0.3
SFY SoFi Select 500 ETF 22.3 0 70 4.2 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 22.3 14 56 4.5 -0.1
TMFC Motley Fool 100 Index ETF 22.3 50 20 3.3 -1.3
IYY iShares Dow Jones U.S. ETF 22.3 20 50 4.4 -0.2
DFUS Dimensional U.S. Equity ETF 22.3 9 61 4.4 -0.2
GSPY Gotham Enhanced 500 ETF 22.3 50 20 4.8 +0.2
PBUS Invesco MSCI USA ETF 22.3 4 66 4.6 -0.1
FLRG Fidelity U.S. Multifactor ETF 22.3 15 55 6.2 +1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 22.3 3 67 4.7 +0.1
SCHK Schwab 1000 Index ETF 22.3 5 65 4.6 0.0
AVSU Avantis Responsible U.S. Equity ETF 22.2 15 55 5.5 +0.8
JGRO JPMorgan Active Growth ETF 22.2 44 26 2.6 -2.0
XPND First Trust Expanded Technology ETF 22.1 65 5 3.3 -1.3
IWFG IQ Winslow Focused Large Cap Growth ETF 22.1 65 5 2.4 -2.2
JPEF JPMorgan Equity Focus ETF 22.1 50 20 4.1 -0.6
KLMN Invesco MSCI North America Climate ETF 22.1 9 61 4.7 +0.1
IWV iShares Russell 3000 ETF 22.0 20 50 4.4 -0.3
VTI Vanguard Total Stock Market ETF 22.0 3 67 4.5 -0.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 22.0 12 58 3.7 -0.9
VTHR Vanguard Russell 3000 ETF 22.0 7 63 4.5 -0.1
DGRW WisdomTree US Quality Dividend Growth Fund 22.0 28 42 5.2 +0.6
SCHB Schwab U.S. Broad Market ETF 22.0 3 67 4.6 -0.0
BGRO iShares Large Cap Growth Active ETF 22.0 55 15 2.2 -2.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 21.9 3 67 4.5 -0.1
FQAL Fidelity Quality Factor ETF 21.9 15 55 5.1 +0.5
DFAU Dimensional US Core Equity Market ETF 21.9 12 58 4.7 +0.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 21.8 30 40 4.4 -0.2
AVUS Avantis U.S. Equity ETF 21.8 15 55 5.1 +0.5
JGRW Jensen Quality Growth ETF 21.8 57 13 4.3 -0.4
ADME Aptus Drawdown Managed Equity ETF 21.8 79 -9 3.7 -1.0
HDUS Hartford Disciplined US Equity ETF 21.8 19 51 5.1 +0.5
SXQG ETC 6 Meridian Quality Growth ETF 21.8 100 -30 3.0 -1.6
AOTS AOT Software Platform ETF 21.8 49 21 4.9 +0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 21.7 75 -5 3.5 -1.1
STOX Horizon Core Equity ETF 21.7 70 0 3.9 -0.7
SFTY Horizon Managed Risk ETF 21.7 77 -7 3.8 -0.8
IVES Wedbush ETFMG Global Cloud Technology ETF 21.7 68 2 4.6 -0.1
DFSU Dimensional US Sustainability Core 1 ETF 21.7 18 52 5.0 +0.4
RAYD Rayliant Quantitative Developed Market Equity ETF 21.6 80 -10 3.9 -0.7
IYW iShares U.S. Technology ETF 21.6 40 30 3.6 -1.0
SGLC SGI U.S. Large Cap Core ETF 21.6 85 -15 4.1 -0.5
ABIG Argent Large Cap ETF 21.5 49 21 4.7 +0.1
VUSG Vanguard Wellington U.S. Growth Active ETF 21.5 35 35 2.7 -1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 21.5 9 61 4.7 +0.1
CGUS Capital Group Core Equity ETF 21.5 33 37 3.9 -0.7
GK AdvisorShares Gerber Kawasaki ETF 21.5 75 -5 1.7 -2.9
LRGC AB US Large Cap Strategic Equities ETF 21.4 48 22 4.2 -0.5
FDRR Fidelity Dividend ETF for Rising Rates 21.4 15 55 6.2 +1.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 21.4 19 51 5.3 +0.7
AQLT iShares MSCI Global Quality Factor ETF 21.3 18 52 0.0 -4.6
AGRW Allspring LT Large Growth ETF 21.3 35 35 3.6 -1.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 21.3 49 21 5.4 +0.8
CGGR Capital Group Growth ETF 21.3 39 31 2.8 -1.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 21.0 49 21 4.1 -0.5
CAML Congress Large Cap Growth ETF 21.0 66 4 2.6 -2.0
BLCR iShares Large Cap Core Active ETF 20.9 36 34 3.2 -1.4
NANC Unusual Whales Subversive Democratic Trading ETF 20.9 75 -5 3.3 -1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 20.9 9 61 4.7 +0.1
DEMZ Democratic Large Cap Core ETF 20.9 45 25 4.2 -0.5
TOK iShares MSCI Kokusai ETF 20.8 26 44 4.6 +0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 20.8 11 59 4.7 +0.1
GGRW Gabelli Growth Innovators ETF 20.8 90 -20 2.2 -2.4
KRMA Global X Conscious Companies ETF 20.7 43 27 5.7 +1.0
AFLG First Trust Active Factor Large Cap ETF 20.7 55 15 5.4 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 20.6 50 20 3.6 -1.1
HLAL Wahed FTSE USA Shariah ETF 20.5 50 20 4.1 -0.5
FSST Fidelity Sustainable U.S. Equity ETF 20.5 59 11 3.3 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 20.5 15 55 4.7 +0.0
QQMG Invesco ESG NASDAQ 100 ETF 20.5 20 50 3.7 -1.0
URTH iShares MSCI World ETF 20.4 24 46 4.7 +0.1
LCF Touchstone US Large Cap Focused ETF 20.4 69 1 4.0 -0.7
CHAT Roundhill Generative AI & Technology ETF 20.4 75 -5 5.7 +1.0
METV Roundhill Ball Metaverse ETF 20.4 59 11 8.8 +4.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 20.3 12 58 4.8 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 20.2 65 5 3.8 -0.8
DCOR Dimensional US Core Equity 1 ETF 20.2 14 56 4.9 +0.3
QUAL iShares MSCI USA Quality Factor ETF 20.2 15 55 4.7 +0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 20.2 25 45 5.3 +0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 20.2 29 41 4.3 -0.4
LOWV AB US Low Volatility Equity ETF 20.1 48 22 4.5 -0.1
IETC iShares U.S. Tech Independence Focused ETF 20.1 18 52 3.4 -1.2
RECS Columbia Research Enhanced Core ETF 20.1 15 55 5.7 +1.0
SUSA iShares MSCI USA ESG Select ETF 19.9 25 45 4.4 -0.3
PSET Principal Quality ETF 19.7 15 55 5.1 +0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 19.7 20 50 5.1 +0.5
FVAL Fidelity Value Factor ETF 19.7 15 55 6.4 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 19.7 17 53 5.0 +0.4
KLMT Invesco MSCI Global Climate 500 ETF 19.7 10 60 5.4 +0.8
USSE Segall Bryant & Hamill Select Equity ETF 19.6 65 5 3.4 -1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 19.6 15 55 3.3 -1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 19.6 40 30 3.6 -1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 19.6 8 62 4.7 +0.1
JHML John Hancock Multifactor Large Cap ETF 19.4 29 41 4.8 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 19.4 7 63 4.7 +0.1
ACWI iShares MSCI ACWI ETF 19.4 32 38 5.1 +0.4
KOCG FIS Knights of Columbus Global Belief ETF 19.4 75 -5 4.4 -0.3
JGLO JPMorgan Global Select Equity ETF 19.3 33 37 4.5 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 19.3 45 25 4.0 -0.6
LRGF iShares U.S. Equity Factor ETF 19.3 8 62 5.0 +0.4
IUS Invesco RAFI Strategic US ETF 19.3 19 51 6.1 +1.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 19.2 15 55 7.4 +2.8
VERS ProShares Metaverse ETF 19.1 58 12 0.6 -4.0
FMET Fidelity Metaverse ETF 19.0 39 31 5.0 +0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 18.9 15 55 4.6 -0.1
AGIX KraneShares Artificial Intelligence and Technology ETF 18.9 99 -29 1.6 -3.0
GLOF iShares Global Equity Factor ETF 18.9 20 50 6.0 +1.4
RFFC ALPS Active Equity Opportunity ETF 18.7 48 22 3.9 -0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 18.7 18 52 3.4 -1.3
FDMO Fidelity Momentum Factor ETF 18.6 15 55 2.7 -1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 18.6 45 25 2.8 -1.9
RGEF Rockefeller Global Equity ETF 18.5 55 15 4.2 -0.4
DUNK Dana Unconstrained Equity ETF 18.4 75 -5 2.4 -2.3
FDCF Fidelity Disruptive Communications ETF 18.2 50 20 2.1 -2.5
QLV FlexShares US Quality Low Volatility Index Fund 18.1 22 48 5.1 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 18.1 10 60 4.6 -0.0
DSI iShares MSCI KLD 400 Social ETF 18.1 25 45 4.6 -0.1
SUSL iShares ESG MSCI USA Leaders ETF 18.1 10 60 4.6 -0.0
FCPI Fidelity Stocks for Inflation ETF 18.0 15 55 6.1 +1.5
GXPC Global X PureCap MSCI Communication Services ETF 18.0 25 45 4.1 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 17.9 68 2 3.6 -1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 17.9 37 33 5.7 +1.1
QDF FlexShares Quality Dividend Index Fund 17.9 37 33 5.8 +1.1
EBI Longview Advantage ETF 17.9 35 35 6.3 +1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 17.8 79 -9 4.5 -0.1
FDTX Fidelity Disruptive Technology ETF 17.7 50 20 2.2 -2.4
QLTY GMO U.S. Quality ETF 17.7 50 20 4.3 -0.3
DXUV Dimensional US Vector Equity ETF 17.6 28 42 5.6 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 17.5 9 61 4.7 +0.1
AOTG AOT Growth and Innovation ETF 17.5 75 -5 1.6 -3.0
FDLO Fidelity Low Volatility Factor ETF 17.4 15 55 5.0 +0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 17.4 32 38 4.3 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 17.4 9 61 5.2 +0.6
DARP Grizzle Growth ETF 17.3 75 -5 1.9 -2.7
VT Vanguard Total World Stock ETF 17.2 6 64 5.4 +0.8
ESGG FlexShares STOXX Global ESG Select Index Fund 17.2 42 28 4.5 -0.1
CRTC Xtrackers US National Critical Technologies ETF 17.2 35 35 4.4 -0.2
STRN SMART Trend 25 ETF 17.1 59 11 3.0 -1.6
TOPC iShares S&P 500 3% Capped ETF 17.1 15 55 4.7 +0.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 17.0 52 18 5.5 +0.9
XNTK State Street SPDR NYSE Technology ETF 16.6 35 35 3.3 -1.4
MFIG Motley Fool Innovative Growth Factor ETF 16.6 50 20 3.0 -1.6
FDWM Fidelity Women's Leadership ETF 16.6 59 11 3.7 -0.9
DAK Dakota Active Equity ETF 16.4 43 27 4.0 -0.6
LCLG Logan Capital Broad Innovative Growth ETF 16.4 99 -29 3.4 -1.2
CGDV Capital Group Dividend Value ETF 16.4 33 37 4.2 -0.4
DUHP Dimensional US High Profitability ETF 16.3 21 49 5.4 +0.8
LOGO Alpha Brands Consumption Leaders ETF 16.2 69 1 2.7 -1.9
FDVV Fidelity High Dividend ETF 16.2 15 55 7.1 +2.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 16.2 75 -5 2.3 -2.3
OALC OneAscent Large Cap Core ETF 16.1 86 -16 3.8 -0.8
NACP Impact Shares NAACP Minority Empowerment ETF 16.1 49 21 4.3 -0.4
BUZZ VanEck Social Sentiment ETF 16.0 75 -5 -0.7 -5.3
DSPY Tema S&P 500 Historical Weight ETF 15.9 18 52 4.8 +0.1
ACSI American Customer Satisfaction ETF 15.9 65 5 5.0 +0.4
CARZ First Trust NASDAQ Global Auto Index Fund 15.8 70 0 3.1 -1.5
PNQI Invesco NASDAQ Internet ETF 15.7 60 10 3.9 -0.7
PWB Invesco Large Cap Growth ETF 15.6 56 14 2.3 -2.3
BEEX BeeHive ETF 15.6 84 -14 4.0 -0.6
YNOT Horizon Digital Frontier ETF 15.6 75 -5 3.0 -1.7
MBCC Monarch Blue Chips Core ETF 15.6 125 -55 4.2 -0.5
HGRO Hedgeye Quality Growth ETF 15.5 70 0 3.6 -1.1
VEGN US Vegan Climate ETF 15.4 60 10 4.3 -0.3
YOKE Yoke Core ETF 15.4 42 28 4.0 -0.7
MFMO Motley Fool Momentum Factor ETF 15.3 50 20 2.4 -2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 15.0 28 42 5.7 +1.0
GRNY Fundstrat Granny Shots US Large Cap ETF 14.8 75 -5 2.4 -2.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 14.8 15 55 5.2 +0.6
MAVF Matrix Advisors Value ETF 14.8 75 -5 5.4 +0.8
SWP SWP Growth & Income ETF 14.8 99 -29 4.4 -0.2
BAI iShares AI Innovation and Tech Active ETF 14.7 55 15 1.4 -3.3
AFOS ARS Focused Opportunities Strategy ETF 14.6 45 25 2.3 -2.3
DFVX Dimensional US Large Cap Vector ETF 14.4 22 48 5.6 +1.0
FCOM Fidelity MSCI Communication Services Index ETF 14.4 8 62 4.6 -0.1
IXP iShares Global Comm Services ETF 14.4 42 28 5.8 +1.1
XLC Communication Services Select Sector SPDR 14.4 8 62 5.4 +0.8
VOX Vanguard Communication Services ETF 14.4 9 61 4.5 -0.1
SSUS Day Hagan/Ned Davis Research Smart Sector ETF 14.3 79 -9 3.9 -0.7
GXPT Global X PureCap MSCI Information Technology ETF 14.2 25 45 3.9 -0.8
DTD WisdomTree U.S. Total Dividend Fund 14.2 28 42 5.9 +1.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 14.2 25 45 5.9 +1.2
JHDV John Hancock U.S. High Dividend ETF 14.0 34 36 6.6 +1.9
LIVR Intelligent Livermore ETF 14.0 69 1 2.9 -1.8
FDN First Trust Dow Jones Internet Index Fund 13.9 52 18 3.0 -1.6
FDND FT Vest Dow Jones Internet & Target Income ETF 13.9 75 -5 2.8 -1.8
MILN Global X Millennial Consumer ETF 13.8 50 20 4.2 -0.5
NULC Nuveen ESG Large-Cap ETF 13.8 21 49 4.3 -0.3
FTEC Fidelity MSCI Information Technology Index ETF 13.7 8 62 3.7 -0.9
TRUT VanEck Technology TruSector ETF 13.7 13 57 4.4 -0.3
IXN iShares Global Tech ETF 13.7 41 29 3.4 -1.2
XLK Technology Select Sector SPDR 13.7 8 62 4.0 -0.6
VGT Vanguard Information Technology ETF 13.7 9 61 3.7 -0.9
ZECP Zacks Earnings Consistent Portfolio ETF 13.7 55 15 4.3 -0.3
IGPT Invesco AI and Next Gen Software ETF 13.7 60 10 3.7 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 13.6 34 36 6.1 +1.5
VDIG Vanguard Wellington Dividend Growth Active ETF 13.4 40 30 4.7 +0.0
VUSE Vident U.S. Equity Strategy ETF 13.3 50 20 4.0 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 13.2 9 61 5.0 +0.4
FFND Future Fund Active ETF 13.2 100 -30 4.7 +0.0
GGME Invesco Next Gen Media and Gaming ETF 13.1 60 10 5.1 +0.5
LRGE ClearBridge Large Cap Growth ESG ETF 13.1 59 11 2.9 -1.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 13.1 48 22 5.7 +1.0
FNDX Schwab Fundamental US Large Co. Index ETF 13.0 25 45 6.6 +2.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 13.0 49 21 3.8 -0.8
ARVR First Trust Indxx Metaverse ETF 13.0 70 0 4.5 -0.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 12.9 58 12 3.6 -1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 12.9 60 10 4.0 -0.6
RVER Trenchless Fund ETF 12.9 65 5 0.9 -3.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 12.8 57 13 3.3 -1.3
XT iShares Exponential Technologies ETF 12.8 46 24 4.4 -0.2
ANEW ProShares MSCI Transformational Changes ETF 12.8 45 25 4.8 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 12.8 12 58 3.8 -0.9
XDAT Franklin Exponential Data ETF 12.7 50 20 1.4 -3.3
OGIG ALPS O'Shares Global Internet Giants ETF 12.7 48 22 2.7 -1.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 12.7 15 55 8.7 +4.0
GVIP Goldman Sachs Hedge Industry VIP ETF 12.7 45 25 2.8 -1.9
KONG Formidable Fortress ETF 12.6 89 -19 5.4 +0.7
FDG American Century Focused Dynamic Growth ETF 12.6 45 25 1.9 -2.7
BELT iShares Long-Term U.S. Equity Active ETF 12.3 75 -5 2.6 -2.0
WUGI AXS Esoterica NextG Economy ETF 12.2 75 -5 1.9 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 12.2 75 -5 5.1 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 12.1 25 45 6.6 +2.0
SPMV Invesco S&P 500 Minimum Variance ETF 12.1 10 60 5.1 +0.5
GDIV Harbor Dividend Growth Leaders ETF 12.1 50 20 4.3 -0.4
ILCV iShares Morningstar Value ETF 12.0 4 66 5.6 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 12.0 30 40 5.3 +0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 11.9 56 14 7.4 +2.8
BDIV AAM Brentview Dividend Growth ETF 11.9 49 21 3.8 -0.8
JQUA JPMorgan U.S. Quality Factor ETF 11.8 12 58 5.4 +0.8
YLDE ClearBridge Dividend Strategy ESG ETF 11.8 60 10 5.3 +0.7
WSGE Warren Street Global Equity ETF 11.8 80 -10 3.1 -1.5
CGGO Capital Group Global Growth Equity ETF 11.6 47 23 4.6 +0.0
IQM Franklin Intelligent Machines ETF 11.5 50 20 1.4 -3.3
MTUM iShares MSCI USA Momentum Factor ETF 11.5 15 55 2.8 -1.8
JVAL JPMorgan U.S. Value Factor ETF 11.4 12 58 7.6 +2.9
AESR Anfield U.S. Equity Sector Rotation ETF 11.4 108 -38 3.3 -1.3
AVLV Avantis U.S. Large Cap Value ETF 11.4 15 55 6.2 +1.6
FPAG FPA Global Equity ETF 11.3 49 21 6.2 +1.6
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 11.2 75 -5 3.9 -0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 11.2 49 21 5.3 +0.7
GINN Goldman Sachs Innovate Equity ETF 11.2 52 18 4.1 -0.5
PCGG Polen Capital Global Growth ETF 11.1 85 -15 4.1 -0.5
SPMO Invesco S&P 500 Momentum ETF 10.9 13 57 3.7 -1.0
SIXG Defiance Connective Technologies ETF 10.7 30 40 3.3 -1.4
ABFL Abacus FCF Leaders ETF 10.6 59 11 4.1 -0.6
ABOT Abacus FCF Innovation Leaders ETF 10.6 69 1 4.2 -0.4
USEW Cambria US EW ETF 10.6 30 40 4.4 -0.2
QGRO American Century U.S. Quality Growth ETF 10.5 29 41 4.1 -0.6
RAFE PIMCO RAFI ESG U.S. ETF 10.1 29 41 6.8 +2.1
ARKW ARK Next Generation Internet ETF 10.0 87 -17 0.8 -3.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 10.0 35 35 5.8 +1.2
ACVF American Conservative Values ETF 9.9 75 -5 4.0 -0.6
AIVC Amplify Bloomberg AI Value Chain ETF 9.8 59 11 5.2 +0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 9.8 39 31 4.1 -0.6
JEPI JPMorgan Equity Premium Income ETF 9.7 35 35 4.9 +0.3
HART IQ Healthy Hearts ETF 9.7 45 25 5.7 +1.1
CLNR IQ Cleaner Transport ETF 9.5 45 25 3.9 -0.7
PRAY FIS Christian Stock Fund 9.5 69 1 4.1 -0.5
BGDV Bahl & Gaynor Dividend ETF 9.4 45 25 4.2 -0.4
NBDS Neuberger Berman Disrupters ETF 9.4 55 15 1.0 -3.7
LEAD Siren DIVCON Leaders Dividend ETF 9.4 43 27 3.8 -0.8
WISE Themes Generative Artificial Intelligence ETF 9.4 35 35 -0.4 -5.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 9.3 12 58 6.6 +2.0
EDOW First Trust Dow 30 Equal Weight ETF 9.3 50 20 4.9 +0.3
DVND Touchstone Dividend Select ETF 9.3 67 3 5.6 +0.9
EVUS iShares ESG Aware MSCI USA Value ETF 9.3 18 52 5.9 +1.3
USRD Themes US R&D Champions ETF 9.2 29 41 4.5 -0.2
RDVY First Trust Rising Dividend Achievers ETF 9.2 50 20 5.5 +0.8
FBOT Fidelity Disruptive Automation ETF 9.2 50 20 3.3 -1.4
EMOT First Trust S&P 500 Economic Moat ETF 9.2 60 10 8.2 +3.6
PFM Invesco Dividend Achievers ETF 9.2 53 17 4.9 +0.3
DIA SPDR Dow Jones Industrial Average ETF 9.1 16 54 5.0 +0.4
PTF Invesco Dorsey Wright Technology Momentum ETF 9.1 60 10 -1.1 -5.7
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 9.1 40 30 5.5 +0.9
RWL Invesco S&P 500 Revenue ETF 9.1 39 31 6.2 +1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.0 15 55 6.2 +1.6
ICAP InfraCap Equity Income Fund ETF 8.9 171 -101 4.8 +0.2
CSTK Invesco Comstock Contrarian Equity ETF 8.9 35 35 6.3 +1.7
SOCL Global X Social Media ETF 8.8 65 5 13.0 +8.4
DRIV Global X Autonomous & Electric Vehicles ETF 8.7 68 2 3.8 -0.9
VIG Vanguard Dividend Appreciation ETF 8.7 5 65 5.2 +0.5
MOTO SmartETFs Smart Transportation & Technology ETF 8.7 68 2 6.1 +1.5
SAMM Strategas Macro Momentum ETF 8.6 66 4 3.7 -0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.6 80 -10 5.8 +1.1
ARTY iShares Future AI & Tech ETF 8.4 47 23 3.6 -1.0
CLOD Themes Cloud Computing ETF 8.3 35 35 3.7 -0.9
RJDI RJ Eagle GCM Dividend Select Income ETF 8.2 55 15 4.7 +0.1
FFF Founders 100 ETF 8.1 75 -5 2.9 -1.8
ISHP First Trust Nasdaq Retail ETF 8.1 60 10 5.5 +0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 8.1 20 50 4.9 +0.3
BLCV iShares Large Cap Value Active ETF 8.1 53 17 6.8 +2.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 8.0 65 5 5.2 +0.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 7.8 60 10 5.0 +0.4
BWEB Bitwise Web3 ETF 7.7 85 -15 -0.0 -4.6
SPGP Invesco S&P 500 GARP ETF 7.6 34 36 6.1 +1.5
DIVE Dana Concentrated Dividend ETF 7.6 65 5 7.1 +2.5
DUSA Davis Select U.S. Equity ETF 7.5 61 9 7.4 +2.8
EQWL Invesco S&P 100 Equal Weight ETF 7.4 25 45 5.8 +1.2
SKYY First Trust Cloud Computing ETF 7.2 60 10 3.4 -1.2
ARKQ ARK Autonomous Technology & Robotics ETF 7.2 75 -5 1.1 -3.6
IWX iShares Russell Top 200 Value ETF 7.2 20 50 5.4 +0.8
TMAT Main Thematic Innovation ETF 7.2 164 -94 -2.0 -6.6
CTEF Castellan Targeted Equity ETF 7.1 45 25 3.3 -1.4
AQEC AQE Core ETF 7.1 49 21 5.3 +0.7
BOTZ Global X Robotics & Artificial Intelligence ETF 7.0 69 1 2.1 -2.5
HUMN Roundhill Humanoid Robotics ETF 7.0 75 -5 1.5 -3.1
GURU Global X Guru Index ETF 7.0 75 -5 2.6 -2.0
USXF iShares ESG Advanced MSCI USA ETF 6.9 10 60 4.3 -0.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 6.9 45 25 5.6 +1.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.9 35 35 3.9 -0.7
LST Leuthold Select Industries ETF 6.8 91 -21 5.3 +0.7
AGQI First Trust Active Global Quality Income ETF 6.8 85 -15 6.7 +2.1
ROE Astoria US Quality Kings ETF 6.8 49 21 5.9 +1.3
QUVU Hartford Quality Value ETF 6.7 46 24 5.9 +1.3
DGRO iShares Core Dividend Growth ETF 6.7 8 62 5.8 +1.2
FTGS First Trust Growth Strength ETF 6.7 60 10 3.8 -0.9
RW Rainwater Equity ETF 6.7 125 -55 3.1 -1.5
ROUS Hartford Multifactor US Equity ETF 6.6 19 51 5.7 +1.1
BUYZ Franklin Disruptive Commerce ETF 6.5 50 20 2.5 -2.2
BRIF FIS Bright Portfolios Focused Equity ETF 6.5 65 5 3.9 -0.7
SOXQ Invesco PHLX Semiconductor ETF 6.5 19 51 3.0 -1.7
NULG Nuveen ESG Large-Cap Growth ETF 6.5 26 44 3.2 -1.4
FTXL First Trust Nasdaq Semiconductor ETF 6.5 60 10 3.3 -1.4
SMH VanEck Semiconductor ETF 6.5 35 35 2.9 -1.8
SMHX VanEck Fabless Semiconductor ETF 6.5 35 35 2.8 -1.9
CHPX Global X AI Semiconductor & Quantum ETF 6.5 50 20 2.7 -2.0
SOXX iShares Semiconductor ETF 6.5 35 35 3.1 -1.5
TRFK Pacer Data and Digital Revolution ETF 6.5 60 10 2.8 -1.8
YALL God Bless America ETF 6.5 65 5 4.3 -0.3
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 6.5 40 30 2.5 -2.1
VALQ American Century U.S. Quality Value ETF 6.5 29 41 7.3 +2.7
GKAT Scharf Global Opportunity ETF 6.4 57 13 6.0 +1.4
FBCV Fidelity Blue Chip Value ETF 6.4 59 11 6.1 +1.5
REVS Columbia Research Enhanced Value ETF 6.4 19 51 7.1 +2.5
DWLD Davis Select Worldwide ETF 6.3 63 7 7.1 +2.4
PSI Invesco Semiconductors ETF 6.2 57 13 2.4 -2.3
KNCT Invesco Next Gen Connectivity ETF 6.1 40 30 4.0 -0.6
FXL First Trust Technology AlphaDEX Fund 6.1 61 9 6.2 +1.6
GOP Unusual Whales Subversive Republican Trading ETF 6.1 50 20 4.7 +0.1
KAT Scharf ETF 6.0 87 -17 6.2 +1.6
MNZL Manzil Russell Halal USA Broad MarketETF 6.0 40 30 4.3 -0.4
NULV Nuveen ESG Large-Cap Value ETF 5.9 26 44 5.5 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 5.9 18 52 6.1 +1.4
VUSV Vanguard Wellington U.S. Value Active ETF 5.8 30 40 6.0 +1.4
RPG Invesco S&P 500 Pure Growth ETF 5.8 35 35 3.0 -1.6
ACEP ARS Core Equity ETF 5.8 45 25 4.4 -0.2
DFNV Donoghue Forlines Innovation ETF 5.8 69 1 4.4 -0.2
IVRS iShares Future Metaverse Tech and Communications ETF 5.8 47 23 5.5 +0.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.7 40 30 4.8 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.7 29 41 6.0 +1.4
GEW Cambria Global EW ETF 5.7 29 41 5.7 +1.0
TINY ProShares Nanotechnology ETF 5.7 58 12 1.8 -2.9
OND ProShares On-Demand ETF 5.6 58 12 0.5 -4.1
PDP Invesco Dorsey Wright Momentum ETF 5.6 62 8 1.7 -3.0
JOET Virtus Terranova US Quality Momentum ETF 5.5 29 41 4.1 -0.6
GPT Intelligent Alpha Atlas ETF 5.5 69 1 6.5 +1.8
SAMT Strategas Macro Thematic Opportunities ETF 5.5 65 5 2.5 -2.1
XITK State Street SPDR FactSet Innovative Technology ETF 5.5 45 25 0.2 -4.4
INCE Franklin Income Equity Focus ETF 5.4 29 41 5.4 +0.8
AIPO Defiance AI & Power Infrastructure ETF 5.3 69 1 1.0 -3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 5.3 12 58 5.8 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 5.3 15 55 5.3 +0.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.3 70 0 4.7 +0.1
ITAN Sparkline Intangible Value ETF 5.2 50 20 6.5 +1.9
JAVA JPMorgan Active Value ETF 5.1 44 26 5.8 +1.2
TMFG Motley Fool Global Opportunities ETF 5.1 85 -15 4.0 -0.6
TDIV First Trust NASDAQ Technology Dividend Index Fund 5.1 50 20 5.7 +1.0
VONV Vanguard Russell 1000 Value ETF 5.1 7 63 5.9 +1.2
IWD iShares Russell 1000 Value ETF 5.1 19 51 5.8 +1.1
FEGE First Eagle Global Equity ETF 4.9 79 -9 6.2 +1.6
LRNZ TrueShares Technology, AI & Deep Learning ETF 4.9 69 1 -0.8 -5.4
VICE AdvisorShares Vice ETF 4.9 99 -29 5.8 +1.2
SPRX Spear Alpha ETF 4.9 75 -5 -0.8 -5.4
SGRT SMART Earnings Growth 30 ETF 4.9 59 11 2.9 -1.7
AGIQ Sofi Agentic AI ETF 4.9 69 1 7.9 +3.2
VFMV Vanguard U.S. Minimum Volatility ETF 4.8 13 57 5.8 +1.2
ARKX ARK Space Exploration & Innovation ETF 4.8 75 -5 0.1 -4.6
IBOT Vaneck Robotics ETF 4.8 47 23 3.8 -0.8
NETZ TCW Transform Systems ETF 4.8 75 -5 1.5 -3.1
BGIG Bahl & Gaynor Income Growth ETF 4.8 45 25 4.7 +0.1
DIVS SmartETFs Dividend Builder ETF 4.7 65 5 4.7 +0.1
STXD Strive 1000 Dividend Growth ETF 4.7 35 35 4.7 +0.0
DVGR DAC 3D Dividend Growth ETF 4.7 65 5 5.0 +0.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 4.7 65 5 1.7 -2.9
IUSV iShares Core S&P US Value ETF 4.7 4 66 6.1 +1.4
IVE iShares S&P 500 Value ETF 4.7 18 52 5.8 +1.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 4.7 4 66 5.9 +1.3
VOOV Vanguard S&P 500 Value ETF 4.7 7 63 5.9 +1.3
TRFM AAM Transformers ETF 4.6 49 21 1.2 -3.4
ERTH Invesco MSCI Sustainable Future ETF 4.6 62 8 3.1 -1.5
DGT State Street SPDR Global Dow ETF 4.6 50 20 6.0 +1.4
PY Principal Value ETF 4.6 15 55 7.2 +2.6
ARKK ARK Innovation ETF 4.6 75 -5 -3.2 -7.8
MOAT VanEck Morningstar Wide Moat ETF 4.6 46 24 5.8 +1.2
IBLC iShares Blockchain and Tech ETF 4.6 47 23 -1.4 -6.1
XSD State Street SPDR S&P Semiconductor ETF 4.5 35 35 3.6 -1.1
ARKF ARK Fintech Innovation ETF 4.5 75 -5 0.3 -4.3
QTUM Defiance Quantum ETF 4.4 40 30 4.9 +0.3
BOTT Themes Robotics & Automation ETF 4.3 35 35 -4.5 -9.1
ASLV Allspring Special Large Value ETF 4.3 35 35 5.4 +0.7
CLOU Global X Cloud Computing ETF 4.2 68 2 3.0 -1.6
TINT ProShares Smart Materials ETF 4.1 58 12 6.1 +1.4
TTAC FCF US Quality ETF 4.1 59 11 5.4 +0.8
SPHQ Invesco S&P 500 Quality ETF 4.1 15 55 4.9 +0.3
CHGX AXS Change Finance ESG ETF 4.1 49 21 5.0 +0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.1 18 52 5.3 +0.6
SDG iShares MSCI Global Sustainable Development Goals ETF 4.1 49 21 4.7 +0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.9 49 21 4.9 +0.3
FTCS First Trust Capital Strength ETF 3.8 55 15 5.5 +0.9
AIS VistaShares Artificial Intelligence Supercycle ETF 3.8 75 -5 1.8 -2.8
WAR U.S. Global Tech and Aerospace & Defense ETF 3.7 60 10 0.2 -4.4
VFQY Vanguard U.S. Quality Factor ETF 3.7 13 57 5.9 +1.2
NXTG First Trust Indxx NextG ETF 3.7 70 0 4.7 +0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.6 19 51 5.2 +0.5
FLV American Century Focused Large Cap Value ETF 3.6 42 28 6.2 +1.6
DTCR Global X Data Center & Digital Infrastructure ETF 3.5 50 20 4.0 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 3.5 59 11 2.0 -2.6
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -19 4.8 +0.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.4 29 41 7.3 +2.7
WGMI Valkyrie Bitcoin Miners ETF 3.3 75 -5 -3.6 -8.2
BLOK Amplify Transformational Data Sharing ETF 3.3 75 -5 -0.0 -4.7
SPHB Invesco S&P 500 High Beta ETF 3.3 25 45 4.3 -0.3
WTV WisdomTree US Value Fund of Benef Interest 3.3 12 58 8.1 +3.5
MNRS Grayscale Bitcoin Miners ETF 3.2 59 11 -2.9 -7.5
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 57 1.9 -2.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.1 50 20 6.1 +1.5
QQLV Invesco QQQ Low Volatility ETF 3.1 25 45 4.3 -0.4
FCLD Fidelity Cloud Computing ETF 3.1 39 31 4.0 -0.6
OCEN IQ Clean Oceans ETF 3.1 45 25 4.5 -0.1
IGV iShares Expanded Tech-Software Sector ETF 3.1 41 29 3.8 -0.8
SSPY Syntax Stratified LargeCap ETF 3.1 30 40 6.3 +1.7
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 35 4.7 +0.1
ALRG Allspring LT Large Core ETF 3.0 28 42 3.7 -0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 5 8.0 +3.4
MOTG VanEck Morningstar Global Wide Moat ETF 2.7 52 18 7.8 +3.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.6 18 52 7.0 +2.4
AKAF The Frontier Economic Fund 2.5 20 50 5.2 +0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 10 8.4 +3.8
CGDG Capital Group Dividend Growers ETF 2.5 47 23 5.3 +0.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.5 7 63 6.8 +2.2
VFMF Vanguard U.S. Multifactor ETF 2.4 18 52 7.0 +2.4
FDHT Fidelity Digital Health ETF 2.4 39 31 1.7 -2.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.4 61 9 1.5 -3.1
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.3 60 10 3.4 -1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 10 6.4 +1.8
ACWV iShares MSCI Global Min Vol Factor ETF 2.2 20 50 5.7 +1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.1 39 31 1.2 -3.4
VYM Vanguard High Dividend Yield Index ETF 2.1 6 64 6.3 +1.7
SFGV Sequoia Global Value ETF 2.1 23 47 7.4 +2.8
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 30 5.7 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 20 8.9 +4.3
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -20 8.4 +3.8
CZAR Themes Natural Monopoly ETF 2.0 35 35 5.5 +0.8
OPTZ Optimize Strategy Index ETF 2.0 50 20 4.1 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.0 20 50 6.0 +1.4
ETHO Etho Climate Leadership U.S. ETF 2.0 47 23 4.7 +0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.0 12 58 5.5 +0.9
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 43 8.1 +3.5
TAX Cambria Tax Aware ETF 1.9 49 21 4.5 -0.2
RSP Invesco S&P 500 Equal Weight ETF 1.9 20 50 6.2 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 61 5.8 +1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.9 9 61 5.5 +0.9
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.9 58 12 3.8 -0.8
PRXV Praxis Impact Large Cap Value ETF 1.9 36 34 5.9 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 11 5.3 +0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.8 64 6 1.4 -3.2
CFA VictoryShares US 500 Volatility Wtd ETF 1.8 35 35 5.5 +0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.8 40 30 5.4 +0.8
RUNN Running Oak Efficient Growth ETF 1.7 58 12 4.8 +0.2
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.7 61 9 -0.7 -5.4
PTL Inspire 500 ETF 1.7 9 61 4.8 +0.1
MBOX Freedom Day Dividend ETF 1.7 39 31 7.2 +2.6
BFOR ALPS Barron's 400 ETF 1.6 65 5 5.2 +0.6
CBSE Clough Select Equity ETF 1.6 85 -15 0.5 -4.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 1.6 78 -8 10.3 +5.7
GLRY Inspire Faithward Mid Cap Momentum ETF 1.6 80 -10 4.0 -0.7
CIBR First Trust NASDAQ Cybersecurity ETF 1.6 60 10 4.8 +0.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 1.6 60 10 3.4 -1.2
TOLL Tema Durable Quality ETF 1.6 75 -5 4.3 -0.3
SPIT F/m Emerald Special Situations ETF 1.6 105 -35 -0.7 -5.3
SIZE iShares MSCI USA Size Factor ETF 1.6 15 55 5.8 +1.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.5 20 50 0.9 -3.7
USMF WisdomTree U.S. Multifactor Fund 1.5 28 42 6.7 +2.0
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.4 45 25 -1.6 -6.2
ROBO ROBO Global Robotics & Automation Index ETF 1.3 95 -25 2.9 -1.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.3 20 50 6.4 +1.8
DEUS Xtrackers Russell US Multifactor ETF 1.3 17 53 6.7 +2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.2 60 10 5.1 +0.5
GXPS Global X PureCap MSCI Consumer Staples ETF 1.1 25 45 4.7 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 10 4.4 -0.2
FITE State Street SPDR S&P Kensho Future Security ETF 1.1 45 25 1.3 -3.3
IYC iShares U.S. Consumer Discretionary ETF 1.0 40 30 3.6 -1.0
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 50 6.3 +1.7
VFVA Vanguard U.S. Value Factor ETF 1.0 13 57 9.9 +5.3
BNGE First Trust S-Network Streaming and Gaming ETF 0.9 70 0 3.0 -1.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 0.9 60 10 4.1 -0.5
ULVM VictoryShares US Value Momentum ETF 0.9 20 50 6.4 +1.8
MVAL VanEck Morningstar Wide Moat Value ETF 0.9 49 21 6.3 +1.7
VAMO Cambria Value & Momentum ETF 0.9 61 9 5.1 +0.5
DTEC ALPS Disruptive Technologies ETF 0.9 50 20 4.0 -0.7
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -55 5.3 +0.7
CDIG City Different Investments Global Equity ETF 0.9 75 -5 -1.6 -6.2
XSW State Street SPDR S&P Software & Services ETF 0.8 35 35 3.2 -1.5
TCAI Tortoise AI Infrastructure ETF 0.8 65 5 1.7 -2.9
DIVG Invesco S&P 500 High Dividend Growers ETF 0.8 39 31 7.6 +2.9
IBUY Amplify Online Retail ETF 0.7 65 5 2.4 -2.3
VSDA VictoryShares Dividend Accelerator ETF 0.7 35 35 6.6 +2.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 55 6.5 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 5 5.0 +0.4
RCGE RockCreek Global Equality ETF 0.6 95 -25 6.3 +1.7
DFLV Dimensional US Large Cap Value ETF 0.6 22 48 6.5 +1.9
SDY State Street SPDR S&P Dividend ETF 0.6 35 35 6.2 +1.5
STXV Strive 1000 Value ETF 0.6 18 52 7.1 +2.5
MGV Vanguard Mega Cap Value ETF 0.6 7 63 5.7 +1.1
VTV Vanguard Value ETF 0.6 4 66 6.1 +1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 58 12 4.9 +0.3
IEDI iShares U.S. Consumer Focused ETF 0.5 18 52 5.0 +0.4
DFUV Dimensional US Marketwide Value ETF 0.5 22 48 6.6 +1.9
COWZ Pacer US Cash Cows 100 ETF 0.5 49 21 7.7 +3.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.5 49 21 7.7 +3.1
SCHV Schwab U.S. Large-Cap Value ETF 0.5 4 66 6.0 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 0.5 15 55 5.8 +1.2
VLUE iShares MSCI USA Value Factor ETF 0.5 15 55 8.0 +3.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 0.4 29 41 6.7 +2.1
PWV Invesco Large Cap Value ETF 0.4 55 15 6.5 +1.9
RPV Invesco S&P 500 Pure Value ETF 0.4 35 35 9.2 +4.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.4 30 40 8.8 +4.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.4 38 32 7.0 +2.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.4 35 35 7.0 +2.4
DHS WisdomTree U.S. High Dividend Fund 0.4 38 32 8.3 +3.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 3 8.9 +4.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 11 7.8 +3.2
DURA VanEck Durable High Dividend ETF 0.4 29 41 6.4 +1.8
DIVB iShares Core Dividend ETF 0.4 5 65 7.6 +3.0
DVY iShares Select Dividend ETF 0.4 38 32 8.2 +3.5
GCOW Pacer Global Cash Cows Dividend ETF 0.4 60 10 9.0 +4.4
MDLV Morgan Dempsey Large Cap Value ETF 0.4 58 12 5.9 +1.2
DIVN Horizon Dividend Income ETF 0.4 70 0 6.6 +2.0
DIVZ TrueShares Low Volatility Equity Income ETF 0.4 65 5 6.0 +1.3
FLDZ RiverNorth Patriot ETF 0.4 75 -5 5.8 +1.2
SPLV Invesco S&P 500 Low Volatility ETF 0.4 25 45 5.0 +0.3
SPVM Invesco S&P 500 Value with Momentum ETF 0.4 39 31 6.6 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.4 25 45 4.9 +0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.4 47 23 5.0 +0.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.4 80 -10 5.9 +1.3
WLDR Affinity World Leaders Equity ETF 0.4 67 3 6.6 +2.0
SDOG ALPS Sector Dividend Dogs ETF 0.4 36 34 8.6 +3.9
DIV Global X SuperDividend US ETF 0.4 45 25 9.7 +5.1
IYZ iShares U.S. Telecommunications ETF 0.4 40 30 6.0 +1.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 0.4 7 63 10.4 +5.8
XTL State Street SPDR S&P Telecom ETF 0.4 35 35 1.9 -2.8
SPDV AAM S&P 500 High Dividend Value ETF 0.4 29 41 11.1 +6.5
WBIY WBI Power Factor High Dividend ETF 0.4 100 -30 12.4 +7.8
LYLD Cambria Large Cap Shareholder Yield ETF 0.4 59 11 8.4 +3.8
GVLU Gotham 1000 Value ETF 0.4 50 20 8.4 +3.7
EQIN Columbia US Equity Income ETF 0.3 35 35 6.3 +1.7
BLES Inspire Global Hope ETF 0.3 61 9 6.1 +1.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 18 5.0 +0.4
DEW WisdomTree Global High Dividend Fund 0.2 58 12 7.4 +2.8
TXS Texas Capital Texas Equity Index ETF 0.2 49 21 5.2 +0.6
TEXN iShares Texas Equity ETF 0.2 20 50 5.3 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 0.2 13 57 8.9 +4.3
FDL First Trust Morningstar Dividend Leaders Index Fund 0.2 45 25 8.8 +4.2
FVD First Trust Value Line Dividend Index Fund 0.2 65 5 5.7 +1.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 65 7.9 +3.3
SYLD Cambria Shareholder Yield ETF 0.2 59 11 10.6 +6.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.2 49 21 8.0 +3.4
GINX SGI Enhanced Global Income ETF 0.2 98 -28 7.0 +2.3
TBG TBG Dividend Focus ETF 0.2 59 11 6.5 +1.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.2 68 2 0.8 -3.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 0.2 60 10 4.3 -0.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.2 39 31 9.9 +5.3
QDIV Global X S&P 500 Quality Dividend ETF 0.2 20 50 7.9 +3.3
ALTL Pacer Lunt Large Cap Alternator ETF 0.2 60 10 4.9 +0.2
QVAL Alpha Architect US Quantitative Value ETF 0.2 39 31 9.7 +5.1
DIVY Sound Equity Dividend Income ETF 0.2 45 25 8.3 +3.7
PEY Invesco High Yield Equity Dividend Achievers ETF 0.2 52 18 9.3 +4.7
ABEQ Absolute Select Value ETF 0.2 85 -15 4.3 -0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.2 27 43 6.5 +1.9
NUDV Nuveen ESG Dividend ETF 0.2 26 44 6.3 +1.7
UDI USCF Dividend Income Fund 0.2 65 5 6.8 +2.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.2 56 14 10.0 +5.3
SCHD Schwab US Dividend Equity ETF 0.2 6 64 8.4 +3.7
WDIV SPDR S&P Global Dividend ETF 0.2 40 30 9.4 +4.8
FXD First Trust Consumer Discretionary AlphaDEX Fund 0.2 61 9 7.9 +3.3
MFVL Motley Fool Value Factor ETF 0.2 50 20 5.8 +1.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 0.1 35 35 5.5 +0.9
MAGA Point Bridge America First ETF 0.1 72 -2 5.2 +0.6
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 0.1 40 30 7.1 +2.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 0.1 8 62 5.4 +0.8
TMDV ProShares Russell US Dividend Growers ETF 0.1 35 35 6.4 +1.8
RTH VanEck Retail ETF 0.1 35 35 4.7 +0.1
KXI iShares Global Consumer Staples ETF 0.1 41 29 5.2 +0.6
XLP Consumer Staples Select Sector SPDR 0.1 8 62 5.7 +1.1
XRT State Street SPDR S&P Retail ETF 0.1 35 35 7.7 +3.1
VDC Vanguard Consumer Staples ETF 0.1 9 61 5.4 +0.8
USCF Themes US Cash Flow Champions ETF 0.0 29 41 7.8 +3.2
PXI Invesco Dorsey Wright Energy Momentum ETF 0.0 60 10 5.1 +0.5
RSPG Invesco S&P 500 Equal Weight Energy ETF 0.0 40 30 8.0 +3.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.0 38 32 5.4 +0.8
FENY Fidelity MSCI Energy Index ETF 0.0 8 62 6.5 +1.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 0.0 46 24 7.2 +2.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 0.0 55 15 4.6 0.0
AVIE Avantis  Inflation Focused Equity ETF 0.0 25 45 6.1 +1.5
CCNR ALPS CoreCommodity Natural Resources ETF 0.0 39 31 8.0 +3.3
EIPI FT Energy Income Partners Enhanced Income ETF 0.0 110 -40 5.2 +0.6
EIPX FT Energy Income Partners Strategy ETF 0.0 95 -25 5.7 +1.1
FTXN First Trust Nasdaq Oil & Gas ETF 0.0 60 10 8.1 +3.5
FXN First Trust Energy AlphaDEX Fund 0.0 62 8 9.9 +5.2
HAP VanEck Natural Resources ETF 0.0 50 20 6.5 +1.9
GXPE Global X PureCap MSCI Energy ETF 0.0 25 45 6.3 +1.6
HDV iShares Core High Dividend ETF 0.0 8 62 6.0 +1.4
IGE iShares North American Natural Resources ETF 0.0 41 29 5.4 +0.8
IXC iShares Global Energy ETF 0.0 44 26 6.9 +2.3
IYE iShares U.S. Energy ETF 0.0 40 30 6.4 +1.7
GNR SPDR S&P Global Natural Resources ETF 0.0 40 30 8.0 +3.4
NANR SPDR S&P North American Natural Resources ETF 0.0 35 35 6.0 +1.4
XLE Energy Select Sector SPDR 0.0 8 62 6.6 +2.0
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.0 35 35 9.2 +4.6
DRLL Strive U.S. Energy ETF 0.0 41 29 7.3 +2.7
NVIR Horizon Kinetics Energy and Remediation ETF 0.0 85 -15 5.0 +0.4
DIVL Madison Dividend Value ETF 0.0 65 5 4.8 +0.2
FTWO Strive FAANG 2.0 ETF 0.0 49 21 3.7 -0.9
LGCF Themes US Cash Flow Champions ETF 0.0 30 40 7.4 +2.8
VDE Vanguard Energy ETF 0.0 9 61 6.4 +1.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 5 0.0 -4.6

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

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

Historical valuation trends

Forward
multiple:		 State Street US Sector Rotation ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 20.7 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 70 bp
Equals: ALTAR Score 4.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 0.97 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.