iShares Long-Term U.S. Equity Active ETF
ALTAR
Score™		 3.5% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.7x P/Sales
ratio		 6.2x
P/BV
ratio		 6.3x Div.
yield		 0.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Long-Term U.S. Equity Active ETF aims to provide long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equity securities, focusing on companies with strong growth potential.

FUND BASICS
Category US Equities
Fund Sponsor iShares
Website www.ishares.com/us/products/337476/ishares-long-term-u-s-equity-active-etf
Inception date Jun 17, 2024
Assets (mns) $10
Currency USD
Expense ratio 75 bp
Distributions

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 21
Wgt avg mkt cap (mns) $752,938
Large cap (>$10bn) 95.9%
Mid cap ($2-10bn) 4.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
MICROSOFT CORP 12.9 %
META PLATFORMS INC 9.7 %
HOWMET AEROSPACE INC. 8.6 %
ALPHABET INC. CLASS C 7.8 %
MASTERCARD INCORPORATED CLASS A 7.6 %
S&P GLOBAL, INC. 5.2 %
CADENCE DESIGN SYS INC 4.6 %
TRANE TECHNOLOGIES PLC 4.5 %
INTUITIVE SURGICAL INC 4.2 %
MASIMO CORPORATION 3.9 %
Total 69.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.8 %
IRELAND 4.4 %
TAIWAN 2.0 %








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.
0.5% -- -- -- -1.5%

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

Technical Indicators
Recent close $28.23
30d moving avg. $29.22
Annualized volatility 0.0%
Short interest (ETF) 0.3%
Relative strength (RSI) 40

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.3%
Bid/Ask (% of price) 0.13%
ADV underlying (mns) $44,367

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 698 potential alternatives to the iShares Long-Term U.S. Equity Active ETF ETF based on the alternatives' overlap in portfolio holdings with BELT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: BELT Expense: 75 bp ALTAR Score™: 3.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH BELT
Ticker Fund
Name		 Overlap1
vs BELT
(%)		 Expense
ratio
(bp)		 Savings
vs BELT
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs BELT
(%)
FFOG Franklin Focused Growth ETF 36.9 61 14 2.8 -0.7
GGRW Gabelli Growth Innovators ETF 29.6 90 -15 2.6 -1.0
BGRO iShares Large Cap Growth Active ETF 29.5 55 20 3.3 -0.2
FDG American Century Focused Dynamic Growth ETF 29.5 45 30 2.4 -1.1
PNQI Invesco NASDAQ Internet ETF 28.8 60 15 3.8 +0.3
JGRO JPMorgan Active Growth ETF 28.4 44 31 3.9 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 28.3 18 57 4.5 +0.9
IWY iShares Russell Top 200 Growth ETF 28.2 20 55 4.9 +1.4
MGK Vanguard Mega Cap Growth ETF 28.1 7 68 4.5 +0.9
SNPG Xtrackers S&P 500 Growth ESG ETF 28.0 15 60 4.5 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 26.9 26 49 3.7 +0.2
ILCG iShares Morningstar Growth ETF 26.8 4 71 4.1 +0.6
VUG Vanguard Growth ETF 26.6 4 71 4.3 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 26.5 50 25 4.3 +0.8
HLAL Wahed FTSE USA Shariah ETF 26.1 50 25 5.2 +1.6
TOPT iShares Top 20 U.S. Stocks ETF 26.1 20 55 4.7 +1.2
IWF iShares Russell 1000 Growth ETF 25.9 19 56 4.8 +1.3
VONG Vanguard Russell 1000 Growth ETF 25.9 8 67 4.9 +1.4
TMFC Motley Fool 100 Index ETF 25.8 50 25 4.1 +0.6
CGGR Capital Group Growth ETF 25.7 39 36 3.7 +0.1
BLCR iShares Large Cap Core Active ETF 25.3 36 39 4.3 +0.7
SCHG Schwab U.S. Large-Cap Growth ETF 25.2 4 71 4.4 +0.9
FELG Fidelity Enhanced Large Cap Growth ETF 25.0 18 57 5.2 +1.7
XLG Invesco S&P 500 Top 50 ETF 24.3 20 55 5.1 +1.5
LCF Touchstone US Large Cap Focused ETF 24.3 69 6 4.6 +1.1
JPEF JPMorgan Equity Focus ETF 24.0 50 25 4.5 +1.0
DARP Grizzle Growth ETF 23.7 75 0 4.7 +1.2
QTOP iShares Nasdaq Top 30 Stocks ETF 23.6 20 55 4.8 +1.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 23.4 65 10 4.0 +0.5
QGRW WisdomTree U.S. Quality Growth Fund 23.3 28 47 4.7 +1.2
LRGE ClearBridge Large Cap Growth ESG ETF 23.1 59 16 4.0 +0.5
DRUP GraniteShares Nasdaq Select Disruptors ETF 22.8 60 15 4.5 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 22.8 45 30 4.9 +1.4
IVW iShares S&P 500 Growth ETF 22.8 18 57 4.5 +1.0
VOOG Vanguard S&P 500 Growth ETF 22.8 10 65 4.6 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 22.8 21 54 4.3 +0.7
SPYG SPDR Portfolio S&P 500 Growth ETF 22.8 4 71 4.7 +1.1
CGUS Capital Group Core Equity ETF 22.7 33 42 4.6 +1.1
USSE Segall Bryant & Hamill Select Equity ETF 22.6 65 10 4.4 +0.8
IGM iShares Expanded Tech Sector ETF 22.5 41 34 4.6 +1.1
BKWO BNY Mellon Women's Opportunities ETF 22.3 50 25 4.0 +0.4
PCGG Polen Capital Global Growth ETF 22.3 85 -10 3.8 +0.3
LRGC AB US Large Cap Strategic Equities ETF 22.0 48 27 4.8 +1.3
IUSG iShares Core S&P U.S. Growth ETF 21.8 4 71 4.7 +1.2
DANA Dana Unconstrained Equity ETF 21.4 50 25 2.8 -0.8
STXG Strive 1000 Growth ETF 21.3 18 57 4.2 +0.7
VSLU Applied Finance Valuation Large Cap ETF 21.3 49 26 5.9 +2.3
PWB Invesco Large Cap Growth ETF 21.2 56 19 3.2 -0.3
IYW iShares U.S. Technology ETF 20.9 40 35 4.6 +1.1
OEF iShares S&P 100 ETF 20.8 20 55 5.1 +1.6
QQQ Invesco QQQ Trust Series I 20.7 20 55 4.6 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 20.6 9 66 5.0 +1.4
QQQM Invesco NASDAQ 100 ETF 20.4 15 60 4.6 +1.1
QQMG Invesco ESG NASDAQ 100 ETF 20.2 20 55 4.6 +1.1
CAML Congress Large Cap Growth ETF 20.2 66 9 3.4 -0.2
MODL VictoryShares WestEnd U.S. Sector ETF 20.2 42 33 5.0 +1.4
RND First Trust Bloomberg R&D Leaders ETF 19.9 60 15 3.0 -0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 19.7 29 46 4.8 +1.3
RFFC ALPS Active Equity Opportunity ETF 19.7 48 27 4.5 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 19.6 30 45 5.0 +1.5
MGC Vanguard Mega Cap ETF 19.6 7 68 5.1 +1.6
MBCC Monarch Blue Chips Core ETF 19.5 125 -50 3.5 -0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 19.5 10 65 3.3 -0.3
IWL iShares Russell Top 200 ETF 19.5 15 60 5.1 +1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 19.4 10 65 4.2 +0.6
QUAL iShares MSCI USA Quality Factor ETF 19.4 15 60 5.3 +1.8
NANC Unusual Whales Subversive Democratic Trading ETF 19.4 75 0 4.2 +0.7
GLBL Pacer MSCI World Industry Advantage ETF 19.3 65 10 5.0 +1.4
IOO iShares Global 100 ETF 19.2 41 34 5.4 +1.8
QLTY GMO U.S. Quality ETF 19.0 50 25 5.0 +1.5
LOWV AB US Low Volatility Equity ETF 19.0 48 27 5.3 +1.8
JGLO JPMorgan Global Select Equity ETF 18.9 33 42 5.1 +1.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 18.8 12 63 4.8 +1.3
GK AdvisorShares Gerber Kawasaki ETF 18.8 75 0 2.9 -0.6
USMC Principal U.S. Mega-Cap ETF 18.7 12 63 5.0 +1.4
SXQG ETC 6 Meridian Quality Growth ETF 18.6 100 -25 4.6 +1.1
XVV iShares ESG Screened S&P 500 ETF 18.5 8 67 5.1 +1.6
SPXN ProShares S&P 500 Ex-Financials ETF 18.3 9 66 5.0 +1.5
FFLC Fidelity Fundamental Large Cap Core ETF 18.3 38 37 4.9 +1.4
ESGV Vanguard ESG U.S. Stock ETF 18.3 9 66 5.0 +1.5
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 18.2 75 0 5.9 +2.4
NACP Impact Shares NAACP Minority Empowerment ETF 18.1 49 26 4.9 +1.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 18.1 8 67 5.3 +1.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 18.1 39 36 4.1 +0.6
LGRO Level Four Large Cap Growth Active ETF 18.0 55 20 4.1 +0.6
ESGU iShares ESG Aware MSCI USA ETF 18.0 15 60 5.1 +1.6
PSET Principal Quality ETF 18.0 15 60 5.7 +2.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 18.0 7 68 5.2 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 17.9 20 55 5.3 +1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 17.9 9 66 4.4 +0.9
FDN First Trust Dow Jones Internet Index Fund 17.9 52 23 3.5 -0.0
FDND FT Vest Dow Jones Internet & Target Income ETF 17.9 75 0 3.2 -0.3
FDTX Fidelity Disruptive Technology ETF 17.8 50 25 3.0 -0.5
IETC iShares U.S. Tech Independence Focused ETF 17.8 18 57 4.7 +1.1
WUGI AXS Esoterica NextG Economy ETF 17.8 75 0 2.9 -0.6
VNSE Natixis Vaughan Nelson Select ETF 17.7 80 -5 5.3 +1.8
DFVX Dimensional US Large Cap Vector ETF 17.6 22 53 6.6 +3.0
SPXE ProShares S&P 500 Ex-Energy ETF 17.6 9 66 4.7 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 17.6 55 20 4.2 +0.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 17.6 49 26 4.3 +0.8
DUSA Davis Select U.S. Equity ETF 17.5 61 14 8.2 +4.7
FCOM Fidelity MSCI Communication Services Index ETF 17.5 8 67 5.2 +1.7
IXP iShares Global Comm Services ETF 17.5 42 33 6.7 +3.2
VOX Vanguard Communication Services ETF 17.5 10 65 5.2 +1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 17.5 20 55 5.0 +1.5
FBCG Fidelity Blue Chip Growth ETF 17.5 59 16 3.4 -0.2
SUSL iShares ESG MSCI USA Leaders ETF 17.5 10 65 5.3 +1.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 17.5 40 35 4.0 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 17.5 10 65 5.3 +1.8
XLC Communication Services Select Sector SPDR Fund 17.4 8 67 5.6 +2.1
ADME Aptus Drawdown Managed Equity ETF 17.4 79 -4 4.3 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 17.4 7 68 5.2 +1.7
DSI iShares MSCI KLD 400 Social ETF 17.4 25 50 5.2 +1.7
RECS Columbia Research Enhanced Core ETF 17.3 15 60 6.2 +2.6
VV Vanguard Large-Cap ETF 17.2 4 71 5.2 +1.7
GQQQ Astoria US Quality Growth Kings ETF 17.2 35 40 5.6 +2.1
STRV Strive 500 ETF 17.2 5 70 5.2 +1.6
VOO Vanguard S&P 500 ETF 17.2 3 72 5.3 +1.8
IVV iShares Core S&P 500 ETF 17.2 3 72 5.3 +1.8
LRND IQ U.S. Large Cap R&D Leaders ETF 17.2 14 61 6.7 +3.2
SPLG SPDR Portfolio S&P 500 ETF 17.2 2 73 5.3 +1.8
BKLC BNY Mellon US Large Cap Core Equity ETF 17.2 0 75 5.3 +1.7
SPY SPDR S&P 500 ETF Trust 17.1 9 66 5.2 +1.7
BEEX BeeHive ETF 17.1 84 -9 4.7 +1.2
VOTE TCW Transform 500 ETF 17.1 5 70 5.2 +1.7
FELC Fidelity Enhanced Large Cap Core ETF 17.1 18 57 5.6 +2.1
PBUS Invesco MSCI USA ETF 16.9 4 71 5.2 +1.7
GRNY Fundstrat Granny Shots US Large Cap ETF 16.9 75 0 3.7 +0.2
ILCB iShares Morningstar U.S. Equity ETF 16.8 3 72 5.2 +1.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.8 2 73 5.3 +1.8
INRO iShares U.S. Industry Rotation Active ETF 16.7 42 33 4.1 +0.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 16.7 75 0 3.7 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 16.5 15 60 5.7 +2.2
CRTC Xtrackers US National Critical Technologies ETF 16.5 35 40 5.3 +1.8
ACSI American Customer Satisfaction ETF 16.5 65 10 5.2 +1.7
KLMN Invesco MSCI North America Climate ETF 16.5 9 66 5.3 +1.7
GSPY Gotham Enhanced 500 ETF 16.4 50 25 5.5 +2.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 16.4 32 43 5.2 +1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 16.3 10 65 5.4 +1.8
SCHX Schwab U.S. Large-Cap ETF 16.2 3 72 5.3 +1.8
FSST Fidelity Sustainable U.S. Equity ETF 16.2 59 16 4.4 +0.8
LVOL American Century Low Volatility ETF 16.2 29 46 4.4 +0.9
THRO iShares U.S. Thematic Rotation Active ETF 16.1 90 -15 4.4 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 16.1 19 56 6.5 +3.0
IWB iShares Russell 1000 ETF 16.1 15 60 5.2 +1.7
VONE Vanguard Russell 1000 ETF 16.0 8 67 5.3 +1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 15.9 11 64 5.2 +1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 15.9 14 61 5.2 +1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 15.9 3 72 5.5 +1.9
IYY iShares Dow Jones U.S. ETF 15.9 20 55 5.1 +1.6
SCHK Schwab 1000 Index ETF 15.8 5 70 5.3 +1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.8 15 60 7.3 +3.8
DFUS Dimensional U.S. Equity ETF 15.8 9 66 5.3 +1.8
APUE ActivePassive U.S. Equity ETF 15.7 45 30 4.9 +1.4
XPND First Trust Expanded Technology ETF 15.6 65 10 4.3 +0.7
RVER Trenchless Fund ETF 15.4 65 10 4.8 +1.2
OGIG ALPS O'Shares Global Internet Giants ETF 15.4 48 27 1.9 -1.7
IGPT Invesco AI and Next Gen Software ETF 15.4 60 15 4.9 +1.4
IWV iShares Russell 3000 ETF 15.4 20 55 5.0 +1.5
VTI Vanguard Total Stock Market ETF 15.3 3 72 5.2 +1.6
VTHR Vanguard Russell 3000 ETF 15.3 10 65 5.2 +1.6
FDMO Fidelity Momentum Factor ETF 15.3 15 60 4.1 +0.5
SCHB Schwab U.S. Broad Market ETF 15.2 3 72 5.3 +1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 15.2 3 72 5.2 +1.7
SFYF SoFi Social 50 ETF 15.2 29 46 0.0 -3.5
LCLG Logan Capital Broad Innovative Growth ETF 15.2 99 -24 4.6 +1.1
RVRB Reverb ETF 15.1 30 45 3.7 +0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 15.1 15 60 4.7 +1.2
SFY SoFi Select 500 ETF 15.1 0 75 4.8 +1.3
OALC OneAscent Large Cap Core ETF 15.0 86 -11 4.6 +1.1
EMOT First Trust S&P 500 Economic Moat ETF 15.0 60 15 6.5 +3.0
LRGF iShares U.S. Equity Factor ETF 14.8 8 67 5.8 +2.3
XDAT Franklin Exponential Data ETF 14.8 50 25 2.1 -1.4
XLK Technology Select Sector SPDR Fund 14.8 8 67 5.3 +1.7
MMTM SPDR S&P 1500 Momentum Tilt ETF 14.8 12 63 4.5 +1.0
CGGO Capital Group Global Growth Equity ETF 14.8 47 28 5.0 +1.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 14.7 15 60 4.3 +0.8
DFAU Dimensional US Core Equity Market ETF 14.6 12 63 5.5 +2.0
TMFG Motley Fool Global Opportunities ETF 14.5 85 -10 3.5 +0.0
NULC Nuveen ESG Large-Cap ETF 14.5 21 54 5.0 +1.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 14.4 56 19 6.3 +2.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14.3 9 66 5.6 +2.0
VGT Vanguard Information Technology ETF 14.3 10 65 4.7 +1.2
FTEC Fidelity MSCI Information Technology Index ETF 14.3 8 67 4.7 +1.2
EPS WisdomTree U.S. LargeCap Fund 14.2 8 67 6.1 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 14.2 29 46 5.1 +1.6
DEMZ Democratic Large Cap Core ETF 14.1 45 30 4.6 +1.0
AVSU Avantis Responsible U.S. Equity ETF 14.1 15 60 6.4 +2.9
SPXT ProShares S&P 500 Ex-Technology ETF 13.9 9 66 5.6 +2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 13.9 52 23 6.5 +3.0
QVML Invesco S&P 500 QVM Multi-factor ETF 13.8 11 64 5.4 +1.8
FDWM Fidelity Women's Leadership ETF 13.7 59 16 3.2 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 13.7 42 33 5.4 +1.9
SNPE Xtrackers S&P 500 ESG ETF 13.6 10 65 5.4 +1.8
METV Roundhill Ball Metaverse ETF 13.6 59 16 8.2 +4.7
JGRW Jensen Quality Growth ETF 13.5 57 18 4.6 +1.1
CHAT Roundhill Generative AI & Technology ETF 13.4 75 0 14.8 +11.3
FQAL Fidelity Quality Factor ETF 13.3 15 60 5.9 +2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 13.2 36 39 5.1 +1.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 13.2 15 60 6.4 +2.8
BDIV AAM Brentview Dividend Growth ETF 13.2 49 26 4.3 +0.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 13.2 85 -10 8.7 +5.2
XNTK SPDR NYSE Technology ETF 13.2 35 40 4.4 +0.9
AVUS Avantis U.S. Equity ETF 13.1 15 60 6.3 +2.8
SDEP SFP Core Equity Strategy 13.1 10 65 2.8 -0.7
FPAG FPA Global Equity ETF 13.0 49 26 6.3 +2.8
QLC FlexShares US Quality Large Cap Index Fund 12.9 25 50 5.9 +2.3
KONG Formidable Fortress ETF 12.9 89 -14 5.7 +2.1
SPMO Invesco S&P 500 Momentum ETF 12.8 13 62 4.2 +0.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 12.8 45 30 3.5 -0.1
DCOR Dimensional US Core Equity 1 ETF 12.7 14 61 5.8 +2.3
FVAL Fidelity Value Factor ETF 12.6 15 60 7.3 +3.8
TOK iShares MSCI Kokusai ETF 12.6 26 49 5.2 +1.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 12.6 15 60 5.1 +1.5
VERS ProShares Metaverse ETF 12.6 58 17 0.1 -3.4
KOKU Xtrackers MSCI Kokusai Equity ETF 12.5 9 66 5.5 +1.9
DGRW WisdomTree US Quality Dividend Growth Fund 12.5 28 47 5.7 +2.2
RGEF Rockefeller Global Equity ETF 12.4 55 20 5.2 +1.7
FDCF Fidelity Disruptive Communications ETF 12.4 50 25 3.3 -0.2
KRMA Global X Conscious Companies ETF 12.3 43 32 6.1 +2.6
WOMN Impact Shares YWCA Women's Empowerment ETF 12.2 75 0 5.2 +1.6
GLOF iShares Global Equity Factor ETF 12.1 20 55 6.8 +3.3
BWEB Bitwise Web3 ETF 12.0 85 -10 0.1 -3.4
AOTG AOT Growth and Innovation ETF 12.0 75 0 2.4 -1.1
FDLO Fidelity Low Volatility Factor ETF 12.0 15 60 5.4 +1.8
DFSU Dimensional US Sustainability Core 1 ETF 11.9 18 57 5.8 +2.3
URTH iShares MSCI World ETF 11.9 24 51 5.5 +2.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.8 50 25 6.5 +3.0
HDUS Hartford Disciplined US Equity ETF 11.8 19 56 5.9 +2.3
SPHQ Invesco S&P 500 Quality ETF 11.7 15 60 5.3 +1.8
NETZ TCW Transform Systems ETF 11.7 75 0 3.4 -0.1
ARTY iShares Future AI & Tech ETF 11.7 47 28 4.1 +0.5
DFAC Dimensional U.S. Core Equity 2 ETF 11.7 17 58 6.0 +2.5
QLV FlexShares US Quality Low Volatility Index Fund 11.7 22 53 5.8 +2.2
AIQ Global X Artificial Intelligence & Technology ETF 11.6 68 7 4.7 +1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.6 25 50 5.9 +2.4
USRD Themes US R&D Champions ETF 11.6 29 46 5.6 +2.1
CGDV Capital Group Dividend Value ETF 11.6 33 42 4.9 +1.4
IQM Franklin Intelligent Machines ETF 11.5 50 25 2.6 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 11.5 12 63 5.1 +1.6
DWLD Davis Select Worldwide ETF 11.5 63 12 7.8 +4.3
JHML John Hancock Multifactor Large Cap ETF 11.4 29 46 5.6 +2.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 11.4 65 10 -3.8 -7.3
SUSA iShares MSCI USA ESG Select ETF 11.3 25 50 5.0 +1.5
CLOD Themes Cloud Computing ETF 11.3 35 40 2.1 -1.4
IVRS iShares Future Metaverse Tech and Communications ETF 11.3 47 28 2.8 -0.7
KLMT Invesco MSCI Global Climate 500 ETF 11.2 10 65 6.1 +2.5
WISE Themes Generative Artificial Intelligence ETF 11.2 35 40 0.6 -3.0
IGV iShares Expanded Tech-Software Sector ETF 11.1 41 34 3.1 -0.4
WRND IQ Global Equity R&D Leaders ETF 11.1 18 57 7.9 +4.3
NBDS Neuberger Berman Disrupters ETF 11.0 55 20 1.0 -2.6
VOOV Vanguard S&P 500 Value ETF 10.9 10 65 6.3 +2.8
IVE iShares S&P 500 Value ETF 10.9 18 57 6.2 +2.7
STXD Strive 1000 Dividend Growth ETF 10.9 35 40 5.0 +1.5
SPYV SPDR Portfolio S&P 500 Value ETF 10.9 4 71 6.4 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 10.8 20 55 6.0 +2.5
QDF FlexShares Quality Dividend Index Fund 10.7 37 38 6.2 +2.7
ACWI iShares MSCI ACWI ETF 10.6 32 43 6.0 +2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 10.6 9 66 6.1 +2.5
JEPI JPMorgan Equity Premium Income ETF 10.6 35 40 5.4 +1.9
QUS SPDR MSCI USA StrategicFactors ETF 10.6 15 60 5.8 +2.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 10.5 60 15 3.2 -0.3
PDP Invesco Dorsey Wright Momentum ETF 10.5 62 13 3.6 +0.0
GVIP Goldman Sachs Hedge Industry VIP ETF 10.5 45 30 3.8 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.4 60 15 4.7 +1.1
IUSV iShares Core S&P US Value ETF 10.3 4 71 6.5 +3.0
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.3 57 18 4.3 +0.8
QGRO American Century U.S. Quality Growth ETF 10.3 29 46 3.8 +0.3
FTGS First Trust Growth Strength ETF 10.2 60 15 5.6 +2.1
AFLG First Trust Active Factor Large Cap ETF 10.2 55 20 6.2 +2.7
BEEZ Honeytree U.S. Equity ETF 10.2 64 11 3.5 -0.1
BUYZ Franklin Disruptive Commerce ETF 10.2 50 25 2.6 -1.0
DUHP Dimensional US High Profitability ETF 10.2 21 54 6.6 +3.0
ACVF American Conservative Values ETF 10.1 75 0 4.5 +1.0
IYG iShares US Financial Services ETF 10.0 40 35 6.2 +2.6
FLRG Fidelity U.S. Multifactor ETF 9.8 15 60 7.1 +3.6
QDEF FlexShares Quality Dividend Defensive Index Fund 9.7 37 38 5.9 +2.4
KOCG FIS Knights of Columbus Global Belief ETF 9.7 75 0 5.4 +1.8
VT Vanguard Total World Stock ETF 9.6 7 68 6.3 +2.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.5 48 27 6.0 +2.4
GURU Global X Guru Index ETF 9.5 75 0 4.2 +0.6
SOCL Global X Social Media ETF 9.4 65 10 12.9 +9.4
VUSE Vident U.S. Equity Strategy ETF 9.2 50 25 4.8 +1.3
IYJ iShares U.S. Industrials ETF 9.1 40 35 4.8 +1.2
SPHB Invesco S&P 500 High Beta ETF 9.1 25 50 5.3 +1.8
TOLL Tema Monopolies and Oligopolies ETF 9.1 75 0 3.8 +0.3
MGRO VanEck Morningstar Wide Moat Growth ETF 9.1 49 26 4.7 +1.2
BUZZ VanEck Social Sentiment ETF 9.0 75 0 -1.3 -4.8
IXN iShares Global Tech ETF 8.9 41 34 4.5 +1.0
LST Leuthold Select Industries ETF 8.9 91 -16 6.1 +2.6
ARKW ARK Next Generation Internet ETF 8.8 87 -12 -1.3 -4.9
FMET Fidelity Metaverse ETF 8.8 39 36 5.1 +1.6
GDIV Harbor Dividend Growth Leaders ETF 8.8 50 25 5.2 +1.7
FDRR Fidelity Dividend ETF for Rising Rates 8.8 15 60 7.6 +4.0
RAYD Rayliant Quantitative Developed Market Equity ETF 8.7 80 -5 4.7 +1.2
IUS Invesco RAFI Strategic US ETF 8.7 19 56 7.1 +3.5
DIA SPDR Dow Jones Industrial Average ETF Trust 8.7 16 59 5.7 +2.1
AVLV Avantis U.S. Large Cap Value ETF 8.6 15 60 8.1 +4.6
XLF Financial Select Sector SPDR Fund 8.6 8 67 6.0 +2.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 8.5 75 0 3.5 -0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.5 35 40 6.1 +2.5
ANEW ProShares MSCI Transformational Changes ETF 8.4 45 30 7.0 +3.5
FMED Fidelity Disruptive Medicine ETF 8.4 50 25 -1.1 -4.7
GGME Invesco Next Gen Media and Gaming ETF 8.3 60 15 5.0 +1.4
IEDI iShares U.S. Consumer Focused ETF 8.3 18 57 5.3 +1.8
MILN Global X Millennial Consumer ETF 8.2 50 25 3.1 -0.5
ARKQ ARK Autonomous Technology & Robotics ETF 8.2 75 0 0.2 -3.3
AIVC Amplify Bloomberg AI Value Chain ETF 8.1 59 16 8.6 +5.1
FBOT Fidelity Disruptive Automation ETF 8.1 50 25 4.0 +0.4
IVES Wedbush ETFMG Global Cloud Technology ETF 8.1 68 7 9.3 +5.7
FNDX Schwab Fundamental US Large Co. Index ETF 8.1 25 50 7.4 +3.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.0 60 15 -2.9 -6.4
FFND Future Fund Active ETF 8.0 100 -25 4.7 +1.1
JHDV John Hancock U.S. High Dividend ETF 8.0 34 41 6.3 +2.8
OCEN IQ Clean Oceans ETF 8.0 45 30 5.7 +2.2
SKYY First Trust Cloud Computing ETF 7.9 60 15 3.3 -0.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 7.9 79 -4 5.2 +1.7
ISHP First Trust Nasdaq Retail ETF 7.9 60 15 5.5 +2.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.9 75 0 -0.5 -4.0
ARVR First Trust Indxx Metaverse ETF 7.8 70 5 5.9 +2.4
TINY ProShares Nanotechnology ETF 7.8 58 17 5.8 +2.2
SMH VanEck Semiconductor ETF 7.8 35 40 5.1 +1.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 7.7 45 30 5.9 +2.4
FNCL Fidelity MSCI Financials Index ETF 7.7 8 67 6.6 +3.0
VFH Vanguard Financials ETF 7.6 10 65 6.6 +3.1
MTUM iShares MSCI USA Momentum Factor ETF 7.6 15 60 3.9 +0.4
ZECP Zacks Earnings Consistent Portfolio ETF 7.6 55 20 4.9 +1.4
FNDB Schwab Fundamental US Broad Market Index ETF 7.6 25 50 7.3 +3.7
JMOM JPMorgan U.S. Momentum Factor ETF 7.5 12 63 4.8 +1.3
WFH Direxion Work From Home ETF 7.5 45 30 4.8 +1.2
PINK Simplify Health Care ETF 7.5 50 25 0.9 -2.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.5 65 10 2.3 -1.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.4 49 26 2.2 -1.3
RPG Invesco S&P 500 Pure Growth ETF 7.4 35 40 3.6 +0.1
VLU SPDR S&P 1500 Value Tilt ETF 7.3 12 63 7.2 +3.6
RWL Invesco S&P 500 Revenue ETF 7.2 39 36 7.0 +3.5
QWLD SPDR MSCI World StrategicFactors ETF 7.2 30 45 5.9 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 7.2 65 10 3.5 -0.0
GINN Goldman Sachs Innovate Equity ETF 7.2 52 23 4.4 +0.8
PFM Invesco Dividend Achievers ETF 7.2 53 22 5.3 +1.8
JQUA JPMorgan U.S. Quality Factor ETF 7.1 12 63 6.0 +2.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 60 6.4 +2.9
PEXL Pacer US Export Leaders ETF 7.1 60 15 5.4 +1.9
JOET Virtus Terranova US Quality Momentum ETF 7.0 29 46 5.0 +1.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 7.0 65 10 3.5 -0.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 7.0 68 7 2.7 -0.8
FDHT Fidelity Digital Health ETF 6.9 39 36 1.9 -1.6
SOXX iShares Semiconductor ETF 6.9 35 40 6.0 +2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 6.9 28 47 5.9 +2.4
SWP SWP Growth & Income ETF 6.8 99 -24 4.6 +1.1
MDEV First Trust Indxx Medical Devices ETF 6.8 70 5 1.2 -2.4
SPMV Invesco S&P 500 Minimum Variance ETF 6.7 10 65 4.9 +1.3
VIG Vanguard Dividend Appreciation ETF 6.7 6 69 6.0 +2.4
IYH iShares U.S. Healthcare ETF 6.7 40 35 6.4 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.6 25 50 6.0 +2.5
XLV Health Care Select Sector SPDR Fund 6.6 8 67 7.0 +3.5
FCLD Fidelity Cloud Computing ETF 6.6 39 36 3.0 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 6.5 39 36 7.0 +3.4
IBLC iShares Blockchain and Tech ETF 6.5 47 28 -4.1 -7.6
CARZ First Trust NASDAQ Global Auto Index Fund 6.5 70 5 6.0 +2.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.5 15 60 10.0 +6.4
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 6.4 40 35 5.8 +2.3
SOXQ Invesco PHLX Semiconductor ETF 6.4 19 56 5.7 +2.2
PAVE Global X U.S. Infrastructure Development ETF 6.4 47 28 6.3 +2.7
FHLC Fidelity MSCI Health Care Index ETF 6.4 8 67 5.9 +2.4
TRFM AAM Transformers ETF 6.3 49 26 1.9 -1.7
MOTO SmartETFs Smart Transportation & Technology ETF 6.3 68 7 7.8 +4.2
VHT Vanguard Health Care ETF 6.3 10 65 5.7 +2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 6.3 35 40 4.5 +1.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.3 58 17 4.3 +0.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 6.2 75 0 4.5 +1.0
RDVY First Trust Rising Dividend Achievers ETF 6.2 50 25 7.8 +4.3
AGQI First Trust Active Global Quality Income ETF 6.2 85 -10 6.6 +3.1
SHE SPDR MSCI USA Gender Diversity ETF 6.1 20 55 5.2 +1.7
SYNB Putnam BioRevolution ETF 6.1 70 5 3.2 -0.4
ITAN Sparkline Intangible Value ETF 6.1 50 25 6.5 +3.0
SHOC Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF 6.1 40 35 4.6 +1.1
DTD WisdomTree U.S. Total Dividend Fund 6.1 28 47 6.2 +2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 6.1 59 16 2.8 -0.7
TEMP JPMorgan Climate Change Solutions ETF 6.1 49 26 5.9 +2.3
PFI Invesco Dorsey Wright Financial Momentum ETF 6.0 60 15 4.6 +1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.0 60 15 4.0 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 6.0 29 46 7.3 +3.8
XLY Consumer Discretionary Select Sector SPDR Fund 6.0 8 67 5.1 +1.6
VFQY Vanguard U.S. Quality Factor ETF 6.0 13 62 6.6 +3.1
EDOW First Trust Dow 30 Equal Weight ETF 6.0 50 25 5.3 +1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.0 65 10 3.0 -0.5
TTAC FCF US Quality ETF 5.9 59 16 6.1 +2.6
FCPI Fidelity Stocks for Inflation ETF 5.9 15 60 7.8 +4.2
ARKX ARK Space Exploration & Innovation ETF 5.8 75 0 -0.3 -3.9
VEGN US Vegan Climate ETF 5.7 60 15 4.6 +1.1
FTCS First Trust Capital Strength ETF 5.7 55 20 5.2 +1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 5.6 65 10 8.6 +5.0
FDFF Fidelity Disruptive Finance ETF 5.6 50 25 4.1 +0.6
BMED Future Health ETF 5.6 85 -10 2.4 -1.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 5.6 61 14 1.4 -2.2
FUNL CornerCap Fundametrics Large-Cap ETF 5.5 50 25 7.3 +3.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 5.5 18 57 4.9 +1.4
LEAD Siren DIVCON Leaders Dividend ETF 5.5 43 32 4.6 +1.1
FDVV Fidelity High Dividend ETF 5.5 15 60 7.5 +4.0
DVND Touchstone Dividend Select ETF 5.4 67 8 5.7 +2.2
TMAT Main Thematic Innovation ETF 5.4 164 -89 -1.5 -5.0
PTF Invesco Dorsey Wright Technology Momentum ETF 5.4 60 15 -0.2 -3.7
LOUP Innovator Deepwater Frontier Tech ETF 5.4 70 5 1.8 -1.8
ROE Astoria US Quality Kings ETF 5.4 49 26 7.0 +3.5
INCE Franklin Income Equity Focus ETF 5.4 29 46 5.6 +2.1
MEDI Harbor Health Care ETF 5.3 80 -5 -1.6 -5.1
AIS VistaShares Artificial Intelligence Supercycle ETF 5.3 75 0 4.6 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 5.3 25 50 6.2 +2.7
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 5.2 40 35 4.7 +1.2
QTUM Defiance Quantum ETF 5.2 40 35 7.7 +4.2
RSHO Tema American Reshoring ETF 5.2 75 0 5.5 +1.9
MOTE VanEck Morningstar ESG Moat ETF 5.2 49 26 4.9 +1.3
MOAT VanEck Morningstar Wide Moat ETF 5.2 46 29 6.0 +2.5
HAPY Harbor Human Capital Factor Unconstrained ETF 5.2 50 25 3.4 -0.2
BLCV iShares Large Cap Value Active ETF 5.1 53 22 7.6 +4.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 5.1 68 7 2.5 -1.1
ARKK ARK Innovation ETF 5.1 75 0 -3.3 -6.8
HELX Franklin Genomic Advancements ETF 5.1 50 25 0.1 -3.5
VCR Vanguard Consumer Discretionary ETF 5.1 10 65 4.9 +1.4
IYC iShares U.S. Consumer Discretionary ETF 5.1 40 35 4.1 +0.6
IXJ iShares Global Healthcare ETF 5.1 42 33 6.6 +3.1
RXI iShares Global Consumer Discretionary ETF 5.1 41 34 9.2 +5.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 5.0 8 67 4.9 +1.4
IHI iShares U.S. Medical Devices ETF 5.0 40 35 3.8 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 15 5.4 +1.9
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -10 2.6 -1.0
TOGA Tremblant Global ETF 4.9 69 6 2.5 -1.1
CHGX AXS Change Finance ESG ETF 4.9 49 26 5.3 +1.8
XAR SPDR S&P Aerospace & Defense ETF 4.9 35 40 2.3 -1.2
IXG iShares Global Financials ETF 4.9 42 33 7.2 +3.7
WTV WisdomTree US Value Fund of Benef Interest 4.9 12 63 9.5 +5.9
USXF iShares ESG Advanced MSCI USA ETF 4.9 10 65 4.9 +1.4
ITA iShares U.S. Aerospace & Defense ETF 4.8 40 35 2.2 -1.3
JVAL JPMorgan U.S. Value Factor ETF 4.7 12 63 8.5 +5.0
DIVS SmartETFs Dividend Builder ETF 4.7 65 10 4.9 +1.4
TIME Clockwise Core Equity & Innovation ETF 4.7 95 -20 8.1 +4.6
PPA Invesco Aerospace & Defense ETF 4.7 58 17 3.0 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.6 70 5 4.4 +0.8
BIBL Inspire 100 ETF 4.6 35 40 4.7 +1.1
MISL First Trust Indxx Aerospace & Defense ETF 4.6 60 15 2.9 -0.7
ARKF ARK Fintech Innovation ETF 4.6 75 0 -0.3 -3.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.5 79 -4 5.9 +2.3
PKB Invesco Building & Construction ETF 4.5 62 13 5.3 +1.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.5 20 55 4.5 +0.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.4 40 35 6.2 +2.7
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 4.4 75 0 0.9 -2.7
HKND Humankind US Stock ETF 4.4 11 64 7.5 +3.9
JSTC Adasina Social Justice All Cap Global ETF 4.4 89 -14 4.5 +1.0
NATO Themes Transatlantic Defense ETF 4.4 35 40 3.2 -0.4
FXH First Trust Health Care AlphaDEX Fund 4.4 62 13 7.9 +4.4
ABFL Abacus FCF Leaders ETF 4.3 59 16 5.8 +2.3
PY Principal Value ETF 4.3 15 60 7.1 +3.6
SPGP Invesco S&P 500 GARP ETF 4.2 34 41 9.6 +6.1
HLGE Hartford Longevity Economy ETF 4.2 44 31 5.5 +2.0
GDOC Goldman Sachs Future Health Care Equity ETF 4.2 75 0 2.7 -0.9
BOTZ Global X Robotics & Artificial Intelligence ETF 4.2 69 6 2.6 -0.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.2 56 19 2.6 -1.0
BGDV Bahl & Gaynor Dividend ETF 4.1 45 30 5.0 +1.4
DGRO iShares Core Dividend Growth ETF 4.1 8 67 6.6 +3.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 4.1 75 0 3.5 -0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 4.1 35 40 4.6 +1.1
XLI Industrial Select Sector SPDR Fund 4.0 8 67 4.8 +1.2
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.9 40 35 5.3 +1.8
WLDR Affinity World Leaders Equity ETF 3.9 67 8 8.3 +4.8
DTEC ALPS Disruptive Technologies ETF 3.9 50 25 4.0 +0.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 3.9 60 15 8.8 +5.2
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 35 5.3 +1.8
CLOU Global X Cloud Computing ETF 3.9 68 7 1.9 -1.7
ONLN ProShares Online Retail ETF 3.8 58 17 2.6 -0.9
RTH VanEck Retail ETF 3.8 35 40 5.3 +1.8
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.8 60 15 1.9 -1.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 3.8 69 6 0.0 -3.5
XHE SPDR S&P Health Care Equipment ETF 3.8 35 40 2.9 -0.7
DGT SPDR Global Dow ETF 3.8 50 25 7.5 +3.9
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 3.7 40 35 5.7 +2.2
LIVR Intelligent Livermore ETF 3.7 69 6 8.2 +4.7
VIS Vanguard Industrials ETF 3.7 10 65 4.9 +1.4
FIDU Fidelity MSCI Industrial Index ETF 3.7 8 67 4.9 +1.3
RUNN Running Oak Efficient Growth ETF 3.6 58 17 4.9 +1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.5 20 55 7.8 +4.2
KRUZ Unusual Whales Subversive Republican Trading ETF 3.5 75 0 6.0 +2.5
ROUS Hartford Multifactor US Equity ETF 3.5 19 56 7.2 +3.7
FXL First Trust Technology AlphaDEX Fund 3.5 61 14 5.8 +2.2
EBIZ Global X E-Commerce ETF 3.5 50 25 4.3 +0.8
XHB SPDR S&P Homebuilders ETF 3.5 35 40 11.8 +8.3
ICAP InfraCap Equity Income Fund ETF 3.5 171 -96 5.2 +1.7
CWS AdvisorShares Focused Equity ETF 3.4 84 -9 4.9 +1.3
THNR Amplify Weight Loss Drug & Treatment ETF 3.4 59 16 5.8 +2.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 46 6.4 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 11 2.4 -1.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 10 5.0 +1.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.2 60 15 4.4 +0.9
EATZ AdvisorShares Restaurant ETF 3.2 101 -26 5.7 +2.2
VOLT Tema Electrification ETF 3.2 75 0 3.3 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 3.2 15 60 5.5 +2.0
KOMP SPDR S&P Kensho New Economies Composite ETF 3.2 20 55 3.7 +0.2
RSPH Invesco S&P 500 Equal Weight Health Care ETF 3.2 40 35 7.5 +4.0
OPTZ Optimize Strategy Index ETF 3.1 50 25 5.3 +1.8
IBOT Vaneck Robotics ETF 3.0 47 28 4.6 +1.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 3.0 60 15 5.3 +1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 66 6.1 +2.6
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.0 61 14 7.1 +3.5
PRAY FIS Christian Stock Fund 2.9 69 6 5.5 +1.9
MVAL VanEck Morningstar Wide Moat Value ETF 2.9 49 26 6.8 +3.2
DRIV Global X Autonomous & Electric Vehicles ETF 2.9 68 7 6.8 +3.3
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 16 6.5 +3.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 2.8 40 35 6.9 +3.4
FDLS Inspire Fidelis Multi Factor ETF 2.8 76 -1 5.8 +2.2
FTXL First Trust Nasdaq Semiconductor ETF 2.8 60 15 6.6 +3.1
PSI Invesco Semiconductors ETF 2.8 57 18 5.6 +2.1
BULD Pacer BlueStar Engineering the Future ETF 2.8 60 15 2.0 -1.5
VOT Vanguard Mid-Cap Growth ETF 2.8 7 68 3.7 +0.2
SSPY Syntax Stratified LargeCap ETF 2.8 30 45 6.6 +3.0
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -20 4.0 +0.4
TAX Cambria Tax Aware ETF 2.8 49 26 5.4 +1.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.8 35 40 6.1 +2.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.8 65 10 5.4 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.8 40 35 6.0 +2.5
MADE iShares U.S. Manufacturing ETF 2.8 40 35 5.8 +2.3
BGIG Bahl & Gaynor Income Growth ETF 2.7 45 30 5.4 +1.9
IYF iShares U.S. Financials ETF 2.7 40 35 6.6 +3.1
RSP Invesco S&P 500 Equal Weight ETF 2.6 20 55 6.3 +2.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.6 80 -5 6.9 +3.4
VFMO Vanguard U.S. Momentum Factor ETF 2.6 13 62 3.4 -0.2
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 66 6.0 +2.4
IBUY Amplify Online Retail ETF 2.6 65 10 3.7 +0.1
GSFP Goldman Sachs Future Planet Equity ETF 2.6 75 0 4.8 +1.3
ILCV iShares Morningstar Value ETF 2.6 4 71 6.7 +3.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.5 65 10 5.9 +2.4
DFNV Donoghue Forlines Innovation ETF 2.5 69 6 5.1 +1.6
SIZE iShares MSCI USA Size Factor ETF 2.5 15 60 5.8 +2.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.5 75 0 5.1 +1.6
IWX iShares Russell Top 200 Value ETF 2.5 20 55 6.4 +2.9
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 15 7.9 +4.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 69 4.1 +0.6
CSMD Congress SMid Growth ETF 2.4 69 6 4.2 +0.7
BLOK Amplify Transformational Data Sharing ETF 2.4 75 0 0.4 -3.2
XT iShares Exponential Technologies ETF 2.4 46 29 5.5 +2.0
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 57 6.8 +3.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.4 61 14 -1.1 -4.6
BITQ Bitwise Crypto Industry Innovators ETF 2.4 85 -10 -2.8 -6.3
AIEQ AI Powered Equity ETF 2.3 75 0 4.1 +0.6
BFOR ALPS Barron's 400 ETF 2.3 65 10 6.2 +2.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.2 52 23 5.6 +2.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.2 58 17 5.6 +2.1
ULVM VictoryShares US Value Momentum ETF 2.2 20 55 7.2 +3.7
EXI iShares Global Industrials ETF 2.2 42 33 4.9 +1.3
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 49 6.2 +2.7
VALQ American Century U.S. Quality Value ETF 2.2 29 46 7.6 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 2.2 15 60 5.4 +1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 44 2.6 -1.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.1 78 -3 9.6 +6.1
AVEM Avantis Emerging Markets Equity ETF 2.1 33 42 9.7 +6.1
BKCI BNY Mellon Concentrated International ETF 2.1 80 -5 4.9 +1.4
JIG JPMorgan International Growth ETF 2.1 55 20 4.8 +1.3
OSEA Harbor International Compounders ETF 2.1 55 20 4.7 +1.2
CGDG Capital Group Dividend Growers ETF 2.1 47 28 6.3 +2.8
EMC Global X Emerging Markets Great Consumer ETF 2.1 75 0 8.5 +4.9
EMM Global X Emerging Markets ex-China ETF 2.1 75 0 5.0 +1.5
CWI SPDR MSCI ACWI ex-US ETF 2.1 30 45 8.2 +4.7
GMF SPDR S&P Emerging Asia Pacific ETF 2.1 49 26 10.0 +6.5
FRDM Freedom 100 Emerging Markets ETF 2.1 49 26 9.1 +5.6
UMMA Wahed Dow Jones Islamic World ETF 2.1 65 10 5.3 +1.7
APIE ActivePassive International Equity ETF 2.1 45 30 7.7 +4.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 36 3.8 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 2.0 25 50 4.8 +1.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 62 5.5 +1.9
IWD iShares Russell 1000 Value ETF 2.0 19 56 6.5 +2.9
VONV Vanguard Russell 1000 Value ETF 2.0 8 67 6.6 +3.1
ALTL Pacer Lunt Large Cap Alternator ETF 2.0 60 15 4.6 +1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 2.0 12 63 6.5 +3.0
AESR Anfield U.S. Equity Sector Rotation ETF 2.0 108 -33 3.7 +0.2
VSDA VictoryShares Dividend Accelerator ETF 2.0 35 40 7.0 +3.5
AADR AdvisorShares Dorsey Wright ADR ETF 1.9 110 -35 5.1 +1.5
PTL Inspire 500 ETF 1.9 9 66 5.4 +1.9
ETHO Etho Climate Leadership U.S. ETF 1.9 47 28 5.5 +2.0
DTCR Global X Data Center & Digital Infrastructure ETF 1.9 50 25 1.7 -1.8
KCE SPDR S&P Capital Markets ETF 1.9 35 40 6.4 +2.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.9 49 26 4.7 +1.2
IWP iShares Russell Mid-Cap Growth ETF 1.9 23 52 3.7 +0.1
VFMF Vanguard U.S. Multifactor ETF 1.9 18 57 8.5 +5.0
IDAT iShares Future Cloud 5G and Tech ETF 1.9 47 28 4.8 +1.2
CGIE Capital Group International Equity ETF 1.9 54 21 5.1 +1.6
MBOX Freedom Day Dividend ETF 1.8 39 36 7.4 +3.9
IPDP Dividend Performers ETF 1.8 122 -47 5.0 +1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.8 35 40 5.8 +2.2
KNO AXS Knowledge Leaders ETF 1.7 78 -3 6.1 +2.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.7 52 23 6.9 +3.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 55 6.8 +3.2
MGV Vanguard Mega Cap Value ETF 1.6 7 68 6.7 +3.2
JAVA JPMorgan Active Value ETF 1.6 44 31 6.3 +2.8
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 40 4.6 +1.1
FDIG Fidelity Crypto Industry and Digital Payments ETF 1.5 39 36 -0.5 -4.0
XSW SPDR S&P Software & Services ETF 1.5 35 40 2.0 -1.5
VO Vanguard Mid-Cap ETF 1.5 4 71 5.6 +2.1
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 58 6.9 +3.4
VTV Vanguard Value ETF 1.4 4 71 6.9 +3.4
XRT SPDR S&P Retail ETF 1.4 35 40 9.6 +6.1
DFLV Dimensional US Large Cap Value ETF 1.4 22 53 8.2 +4.7
WCEO Hypatia Women CEO ETF 1.4 85 -10 -1.3 -4.9
FXD First Trust Consumer Discretionary AlphaDEX Fund 1.4 61 14 7.8 +4.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.4 35 40 5.7 +2.2
JHMM John Hancock Multifactor Mid Cap ETF 1.4 42 33 6.5 +2.9
BPAY BlackRock Future Financial and Technology ETF 1.3 70 5 7.5 +4.0
KNCT Invesco Next Gen Connectivity ETF 1.3 40 35 5.1 +1.5
WDNA WisdomTree BioRevolution Fund 1.3 45 30 0.0 -3.5
DFUV Dimensional US Marketwide Value ETF 1.3 22 53 8.1 +4.6
FPX First Trust US Equity Opportunities ETF 1.2 61 14 1.3 -2.3
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 71 6.0 +2.5
LQPE PEO AlphaQuest Thematic PE ETF 1.2 125 -50 6.9 +3.4
IWR iShares Russell Midcap ETF 1.2 19 56 5.8 +2.2
TTAI FCF International Quality ETF 1.2 59 16 6.9 +3.4
DSTL Distillate US Fundamental Stability & Value ETF 1.2 39 36 8.3 +4.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.2 18 57 7.2 +3.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.2 20 55 4.5 +1.0
EQIN Columbia US Equity Income ETF 1.2 35 40 6.8 +3.3
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 52 5.8 +2.3
NXTG First Trust Indxx NextG ETF 1.2 70 5 5.8 +2.3
DSTX Distillate International Fundamental Stability & Value ETF 1.2 55 20 8.4 +4.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 58 6.0 +2.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.1 7 68 7.4 +3.9
FTWO Strive FAANG 2.0 ETF 1.1 49 26 5.1 +1.6
XITK SPDR FactSet Innovative Technology ETF 1.1 45 30 0.5 -3.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.1 15 60 6.0 +2.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.0 20 55 6.6 +3.0
IWS iShares Russell Mid-Cap Value ETF 1.0 23 52 6.5 +3.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 50 4.9 +1.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.0 15 60 5.7 +2.1
VBK Vanguard Small-Cap Growth ETF 0.9 7 68 1.7 -1.8
ROAM Hartford Multifactor Emerging Markets ETF 0.9 44 31 11.3 +7.8
NIXT Research Affiliates Deletions ETF 0.9 9 66 3.8 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 55 5.9 +2.3
EVUS iShares ESG Aware MSCI USA Value ETF 0.8 18 57 6.0 +2.5
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 51 7.2 +3.7
IJH iShares Core S&P Mid-Cap ETF 0.8 5 70 7.4 +3.8
VXF Vanguard Extended Market ETF 0.8 6 69 4.5 +1.0
WGMI Valkyrie Bitcoin Miners ETF 0.8 75 0 -10.5 -14.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 72 7.4 +3.9
SCHV Schwab U.S. Large-Cap Value ETF 0.8 4 71 6.8 +3.3
MAGA Point Bridge America First ETF 0.8 72 3 6.5 +3.0
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 33 6.9 +3.3
BLES Inspire Global Hope ETF 0.7 61 14 6.8 +3.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.7 30 45 8.6 +5.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 5 2.8 -0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 0.6 80 -5 5.7 +2.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.6 12 63 5.0 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 60 5.9 +2.4
REVS Columbia Research Enhanced Value ETF 0.6 19 56 7.6 +4.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 55 -9.4 -12.9
CCMG CCM Global Equity ETF 0.6 34 41 8.5 +5.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 50 6.6 +3.0
SDY SPDR S&P Dividend ETF 0.6 35 40 6.2 +2.6
BINV Brandes International ETF 0.6 70 5 9.5 +6.0
SCHM Schwab U.S. Mid-Cap ETF 0.5 4 71 6.7 +3.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 60 6.0 +2.5
CZAR Themes Natural Monopoly ETF 0.5 35 40 2.8 -0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 57 8.6 +5.1
MDYV SPDR S&P 400 Mid Cap Value ETF 0.5 15 60 8.7 +5.1
TMFX Motley Fool Next Index ETF 0.5 50 25 3.2 -0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.5 24 51 7.6 +4.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.5 60 15 6.4 +2.9
WWJD Inspire International ETF 0.4 80 -5 7.6 +4.0
FVD First Trust Value Line Dividend Index Fund 0.4 65 10 6.1 +2.6
VB Vanguard Small-Cap ETF 0.4 5 70 5.7 +2.2
VOE Vanguard Mid-Cap Value ETF 0.4 7 68 7.2 +3.7
DIVG Invesco S&P 500 High Dividend Growers ETF 0.4 39 36 5.3 +1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 60 6.0 +2.4
FLDZ RiverNorth Patriot ETF 0.4 75 0 5.9 +2.4
IWTR iShares MSCI Water Management Multisector ETF 0.3 47 28 6.5 +2.9
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 10 8.2 +4.7
XJH iShares ESG Screened S&P Mid-Cap ETF 0.3 12 63 7.0 +3.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.3 15 60 7.3 +3.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 36 7.0 +3.4
STXV Strive 1000 Value ETF 0.3 18 57 7.5 +3.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.3 10 65 7.3 +3.8
STXM Strive Mid-Cap ETF 0.3 18 57 3.6 +0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 15 8.2 +4.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.2 4 71 6.1 +2.6
FSMD Fidelity Small-Mid Multifactor ETF 0.2 15 60 7.0 +3.5
VFVA Vanguard U.S. Value Factor ETF 0.2 13 62 11.7 +8.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.2 7 68 6.2 +2.7
DFAS Dimensional U.S. Small Cap ETF 0.2 26 49 6.9 +3.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.2 6 69 2.7 -0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 36 4.0 +0.5
ISCB iShares Morningstar Small-Cap ETF 0.2 4 71 5.6 +2.1
SFYX SoFi Next 500 ETF 0.2 0 75 3.6 +0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 55 5.3 +1.7
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 69 8.4 +4.9
SMMD iShares Russell 2500 ETF 0.1 15 60 6.2 +2.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.1 17 58 5.7 +2.2
GVLU Gotham 1000 Value ETF 0.1 50 25 9.1 +5.5
EZM WisdomTree U.S. MidCap Fund 0.1 38 37 9.3 +5.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 36 10.2 +6.6
AUSF Global X Adaptive U.S. Factor ETF 0.1 27 48 9.2 +5.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 50 10.1 +6.6
OAIM OneAscent International Equity ETF 0.0 95 -20 6.2 +2.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 8 67 8.5 +4.9

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:		 iShares Long-Term U.S. Equity Active ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 25.5 %
Divided by: Fwd. P/BV 6.0 x
Less: Expense ratio 75 bp
Equals: ALTAR Score 3.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.46 CATEGORY
AVERAGE		 1.58
 
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.