iShares Select Dividend ETF
ALTAR
Score™
7.9% info Recommen-
dation
SPECULATIVE
2025E    2026E
P/E
ratio
14.8x P/Sales
ratio
1.3x
P/BV
ratio
1.9x Div.
yield
3.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Select Dividend Index Fund seeks investment results that correspond to the price and yield performance of the Dow Jones Select Dividend Index. The index consists of the stocks with consistent history of paying and increasing dividends.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Nov 03, 2003
Assets (mns) $23,095
Currency USD
Expense ratio 38 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 100
Wgt avg mkt cap (mns) $63,603
Large cap (>$10bn) 84.7%
Mid cap ($2-10bn) 15.3%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ALTRIA GROUP INC 2.3 %
PFIZER INC 2.2 %
T ROWE PRICE GROUP INC 2.1 %
HP INC. 2.0 %
PRUDENTIAL FINANCIAL INC 2.0 %
ONEOK INC 1.8 %
VERIZON COMMUNICATIONS INC 1.8 %
FORD MOTOR CO 1.7 %
EDISON INTERNATIONAL 1.6 %
KIMBERLY-CLARK CORP 1.5 %
Total 19.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.8 %
BRITAIN 1.3 %
IRELAND 1.2 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
10.6% 22.6% 8.9% 10.3% 8.9%

Market Correlations
versus... Beta R-squared
S&P500 0.47 25%
MSCI EAFE 0.41 30%
MSCI Emg. Mkts. 0.21 14%

Technical Indicators
Recent close $158.84
30d moving avg. $153.65
Annualized volatility 14.6%
Short interest (ETF) 0.6%
Short interest (Underlying) 2.7%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 417
Turnover 0.3%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $15,843

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 979 potential alternatives to the iShares Select Dividend ETF ETF based on the alternatives' overlap in portfolio holdings with DVY. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DVY Expense: 38 bp ALTAR Score™: 7.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DVY
Ticker Fund
Name
Overlap1
vs DVY
(%)
Expense
ratio
(bp)
Savings
vs DVY
(bp)
ALTAR
Score™
(%)
ALTAR
vs DVY
(%)
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 48.5 38 0 6.8 -1.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 46.1 7 31 9.8 +1.9
SDOG ALPS Sector Dividend Dogs ETF 43.2 36 2 8.0 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 39.7 45 -7 8.8 +1.0
DHS WisdomTree U.S. High Dividend Fund 36.6 38 0 8.0 +0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 33.5 30 8 8.6 +0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 33.2 39 -1 7.2 -0.6
SPDV AAM S&P 500 High Dividend Value ETF 32.6 29 9 10.6 +2.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 32.1 50 -12 7.9 -0.0
WBIY WBI Power Factor High Dividend ETF 30.3 100 -62 11.9 +4.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 30.3 20 18 8.4 +0.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 28.8 27 11 6.4 -1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 27.8 52 -14 8.6 +0.7
SPVM Invesco S&P 500 Value with Momentum ETF 27.4 39 -1 6.2 -1.7
AUSF Global X Adaptive U.S. Factor ETF 25.1 27 11 8.0 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 24.5 39 -1 9.2 +1.3
FTA First Trust Large Cap Value AlphaDEX Fund 23.2 59 -21 7.5 -0.3
SDY State Street SPDR S&P Dividend ETF 23.2 35 3 6.0 -1.9
SCHD Schwab US Dividend Equity ETF 22.8 6 32 8.1 +0.2
VPU Vanguard Utilities ETF 22.7 9 29 4.9 -3.0
FUTY Fidelity MSCI Utilities Index ETF 22.6 8 30 4.9 -3.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 22.4 5 33 7.1 -0.7
RPV Invesco S&P 500 Pure Value ETF 22.1 35 3 8.5 +0.6
IMCV iShares Morningstar Mid-Cap Value ETF 22.1 6 32 6.9 -1.0
FXU First Trust Utilities AlphaDEX Fund 21.8 64 -26 5.3 -2.6
VOE Vanguard Mid-Cap Value ETF 21.7 7 31 6.7 -1.2
STXV Strive 1000 Value ETF 21.6 18 20 6.7 -1.2
QDIV Global X S&P 500 Quality Dividend ETF 21.6 20 18 7.8 -0.1
IDU iShares U.S. Utilities ETF 21.5 40 -2 4.4 -3.4
SPVU Invesco S&P 500 Enhanced Value ETF 21.0 13 25 8.2 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 21.0 25 13 5.0 -2.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 21.0 25 13 4.9 -3.0
DLN WisdomTree U.S. LargeCap Dividend Fund 21.0 28 10 5.4 -2.5
DTD WisdomTree U.S. Total Dividend Fund 21.0 28 10 5.6 -2.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 20.8 54 -16 5.9 -2.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 20.7 49 -11 4.8 -3.1
FDVV Fidelity High Dividend ETF 20.5 15 23 6.6 -1.3
VYM Vanguard High Dividend Yield Index ETF 20.4 6 32 6.0 -1.9
DEW WisdomTree Global High Dividend Fund 20.4 58 -20 7.1 -0.8
DIVN Horizon Dividend Income ETF 20.3 70 -32 6.4 -1.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 20.2 40 -2 5.1 -2.8
XLU Utilities Select Sector SPDR 20.0 8 30 4.8 -3.1
DIVB iShares Core Dividend ETF 19.7 5 33 6.8 -1.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 19.6 15 23 7.6 -0.2
TPHD Timothy Plan High Dividend Stock ETF 19.6 52 -14 6.0 -1.9
FVD First Trust Value Line Dividend Index Fund 19.5 65 -27 5.7 -2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 19.4 52 -14 5.0 -2.9
JHDV John Hancock U.S. High Dividend ETF 19.1 34 4 5.7 -2.1
LGCF Themes US Cash Flow Champions ETF 18.9 30 8 7.2 -0.6
WTV WisdomTree US Value ETF 18.9 12 26 7.6 -0.3
JXI iShares Global Utilities ETF 18.9 43 -5 5.1 -2.8
DURA VanEck Durable High Dividend ETF 18.7 29 9 6.3 -1.6
COWZ Pacer US Cash Cows 100 ETF 18.6 49 -11 7.7 -0.2
LYLD Cambria Large Cap Shareholder Yield ETF 18.6 59 -21 8.2 +0.3
EMLP First Trust North American Energy Infrastructure Fund 18.5 95 -57 4.6 -3.3
HDV iShares Core High Dividend ETF 18.5 8 30 29.6 +21.7
USCF Themes US Cash Flow Champions ETF 18.5 29 9 7.7 -0.2
ULVM VictoryShares US Value Momentum ETF 18.5 20 18 6.0 -1.9
MAGA Point Bridge America First ETF 18.4 72 -34 5.1 -2.8
REVS Columbia Research Enhanced Value ETF 18.3 19 19 6.5 -1.4
EQWL Invesco S&P 100 Equal Weight ETF 18.3 25 13 5.3 -2.6
EIPI FT Energy Income Partners Enhanced Income ETF 18.2 110 -72 5.4 -2.5
FUNL CornerCap Fundametrics Large-Cap ETF 18.1 50 -12 6.3 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 18.0 18 20 6.7 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 17.8 15 23 5.7 -2.2
IFRA iShares U.S. Infrastructure ETF 17.7 30 8 5.4 -2.5
NUDV Nuveen ESG Dividend ETF 17.5 26 12 6.0 -1.9
DON WisdomTree U.S. MidCap Dividend Fund 17.5 38 0 7.9 +0.1
PY Principal Value ETF 17.4 15 23 7.0 -0.9
VALQ American Century U.S. Quality Value ETF 17.4 29 9 7.0 -0.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 17.2 65 -27 3.8 -4.1
MDLV Morgan Dempsey Large Cap Value ETF 17.1 58 -20 5.7 -2.2
VTV Vanguard Value ETF 17.1 4 34 5.7 -2.2
CSTK Invesco Comstock Contrarian Equity ETF 17.1 35 3 5.7 -2.2
FNDX Schwab Fundamental US Large Co. Index ETF 17.0 25 13 6.1 -1.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 17.0 29 9 5.4 -2.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 17.0 12 26 6.1 -1.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 17.0 60 -22 4.6 -3.3
PRF Invesco FTSE RAFI US 1000 ETF 16.9 34 4 5.5 -2.4
VLUE iShares MSCI USA Value Factor ETF 16.9 15 23 6.0 -1.9
SCHV Schwab U.S. Large-Cap Value ETF 16.7 4 34 5.4 -2.5
VSDA VictoryShares Dividend Accelerator ETF 16.6 35 3 6.4 -1.5
FPWR First Trust EIP Power Solutions ETF 16.5 96 -58 4.3 -3.6
JVAL JPMorgan U.S. Value Factor ETF 16.5 12 26 6.5 -1.3
POWR iShares U.S. Power Infrastructure ETF 16.4 40 -2 3.9 -4.0
WLDR Affinity World Leaders Equity ETF 16.3 67 -29 5.5 -2.4
PWV Invesco Large Cap Value ETF 16.3 55 -17 6.0 -1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 16.3 56 -18 6.7 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 16.2 35 3 5.3 -2.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 16.2 40 -2 6.4 -1.5
FNDB Schwab Fundamental US Broad Market Index ETF 16.1 25 13 6.0 -1.9
SNPV Xtrackers S&P 500 Value ESG ETF 16.1 15 23 5.3 -2.6
SSPY Syntax Stratified LargeCap ETF 16.1 30 8 5.9 -1.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 16.0 15 23 6.2 -1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 16.0 40 -2 5.2 -2.7
EIPX FT Energy Income Partners Strategy ETF 16.0 95 -57 5.8 -2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 15.9 67 -29 8.5 +0.6
RWL Invesco S&P 500 Revenue ETF 15.8 39 -1 5.6 -2.3
SYLD Cambria Shareholder Yield ETF 15.8 59 -21 10.0 +2.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 15.6 20 18 7.2 -0.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.6 80 -42 5.4 -2.5
QVAL Alpha Architect US Quantitative Value ETF 15.6 39 -1 9.2 +1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 15.6 35 3 10.9 +3.1
FXO First Trust Financials AlphaDEX Fund 15.5 62 -24 8.1 +0.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 15.5 60 -22 9.4 +1.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 15.5 60 -22 4.4 -3.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 15.4 4 34 5.6 -2.3
NUMV Nuveen ESG Mid-Cap Value ETF 15.3 31 7 5.4 -2.5
VOOV Vanguard S&P 500 Value ETF 15.2 7 31 5.6 -2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 15.2 12 26 5.3 -2.6
IVE iShares S&P 500 Value ETF 15.2 18 20 5.5 -2.4
VFVA Vanguard U.S. Value Factor ETF 15.2 13 25 9.2 +1.3
ILCV iShares Morningstar Value ETF 15.1 4 34 5.3 -2.6
ZAP Global X U.S. Electrification ETF 15.0 50 -12 3.4 -4.5
IUSV iShares Core S&P US Value ETF 15.0 4 34 5.7 -2.1
DEUS Xtrackers Russell US Multifactor ETF 14.9 17 21 6.3 -1.6
VONV Vanguard Russell 1000 Value ETF 14.9 7 31 5.3 -2.6
IUS Invesco RAFI Strategic US ETF 14.8 19 19 5.5 -2.4
DFLV Dimensional US Large Cap Value ETF 14.8 22 16 6.0 -1.9
DVND Touchstone Dividend Select ETF 14.8 67 -29 5.2 -2.7
IWD iShares Russell 1000 Value ETF 14.8 19 19 5.2 -2.7
EQIN Columbia US Equity Income ETF 14.8 35 3 6.1 -1.8
MGV Vanguard Mega Cap Value ETF 14.8 7 31 5.3 -2.6
EVUS iShares ESG Aware MSCI USA Value ETF 14.8 18 20 5.5 -2.4
JAVA JPMorgan Active Value ETF 14.7 44 -6 5.4 -2.5
PRXV Praxis Impact Large Cap Value ETF 14.6 36 2 5.4 -2.5
IWX iShares Russell Top 200 Value ETF 14.6 20 18 4.9 -3.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 14.5 49 -11 7.8 -0.1
AVIE Avantis  Inflation Focused Equity ETF 14.5 25 13 6.0 -1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 14.5 80 -42 5.9 -2.0
EQL Alps Equal Sector Weight ETF 14.4 25 13 5.1 -2.8
PFM Invesco Dividend Achievers ETF 14.3 53 -15 4.6 -3.3
FLDZ RiverNorth Patriot ETF 14.3 75 -37 5.5 -2.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 14.2 25 13 11.1 +3.2
DIVY Sound Equity Dividend Income ETF 14.2 45 -7 7.9 -0.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 14.0 15 23 6.3 -1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 13.9 24 14 7.0 -0.9
RSP Invesco S&P 500 Equal Weight ETF 13.9 20 18 5.8 -2.1
FEX First Trust Large Cap Core AlphaDEX Fund 13.8 59 -21 4.8 -3.1
TMDV ProShares Russell US Dividend Growers ETF 13.8 35 3 6.2 -1.7
ROUS Hartford Multifactor US Equity ETF 13.7 19 19 5.2 -2.7
ITAN Sparkline Intangible Value ETF 13.7 50 -12 5.7 -2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 13.6 65 -27 4.4 -3.4
RAFE PIMCO RAFI ESG U.S. ETF 13.6 29 9 6.0 -1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 13.6 75 -37 4.8 -3.1
INCE Franklin Income Equity Focus ETF 13.6 29 9 5.3 -2.6
UDI USCF Dividend Income Fund 13.4 65 -27 6.5 -1.4
DGRO iShares Core Dividend Growth ETF 13.4 8 30 5.5 -2.4
NULV Nuveen ESG Large-Cap Value ETF 13.3 26 12 5.1 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 13.1 20 18 6.0 -1.9
UTES Virtus Reaves Utilities ETF 13.0 49 -11 3.8 -4.1
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 13.0 40 -2 6.9 -1.0
ICAP InfraCap Equity Income Fund ETF 13.0 171 -133 4.4 -3.5
DFUV Dimensional US Marketwide Value ETF 13.0 22 16 5.9 -2.0
FNK First Trust Mid Cap Value AlphaDEX Fund 13.0 70 -32 9.4 +1.6
FELV Fidelity Enhanced Large Cap Value ETF 12.6 18 20 5.5 -2.4
QDF FlexShares Quality Dividend Index Fund 12.6 37 1 5.3 -2.6
XLP Consumer Staples Select Sector SPDR 12.5 8 30 5.6 -2.3
AVMC Avantis U.S. Mid Cap Equity ETF 12.5 18 20 5.9 -2.0
FVAL Fidelity Value Factor ETF 12.4 15 23 5.9 -2.0
IWS iShares Russell Mid-Cap Value ETF 12.4 23 15 5.9 -2.0
FDLO Fidelity Low Volatility Factor ETF 12.3 15 23 4.8 -3.0
USMV iShares MSCI USA Min Vol Factor ETF 12.3 15 23 5.3 -2.6
IYK iShares U.S. Consumer Staples ETF 12.3 40 -2 5.8 -2.1
GCOW Pacer Global Cash Cows Dividend ETF 12.3 60 -22 9.2 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 12.3 13 25 5.7 -2.2
SPXT ProShares S&P 500 Ex-Technology ETF 12.3 9 29 4.9 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 12.1 37 1 5.4 -2.5
SIZE iShares MSCI USA Size Factor ETF 12.1 15 23 5.4 -2.5
EUSA iShares MSCI USA Equal Weighted ETF 12.1 9 29 5.4 -2.5
DIVZ TrueShares Low Volatility Equity Income ETF 12.1 65 -27 5.9 -2.0
SPMV Invesco S&P 500 Minimum Variance ETF 12.1 10 28 5.3 -2.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 12.0 15 23 5.0 -2.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 11.9 70 -32 4.7 -3.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 11.9 12 26 5.6 -2.3
VO Vanguard Mid-Cap ETF 11.9 4 34 20.7 +12.9
EBI Longview Advantage ETF 11.8 35 3 5.8 -2.1
SFGV Sequoia Global Value ETF 11.8 23 15 7.0 -0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 11.8 35 3 4.2 -3.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 11.8 18 20 5.1 -2.8
VDC Vanguard Consumer Staples ETF 11.7 9 29 5.4 -2.5
IMCB iShares Morningstar Mid-Cap ETF 11.7 4 34 5.1 -2.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 11.7 20 18 5.4 -2.5
QUVU Hartford Quality Value ETF 11.7 46 -8 5.4 -2.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 11.7 8 30 5.4 -2.5
AVMV Avantis U.S. Mid Cap Value ETF 11.6 20 18 7.1 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 11.6 9 29 5.1 -2.8
VRAI Virtus Real Asset Income ETF 11.6 55 -17 8.1 +0.3
AVLV Avantis U.S. Large Cap Value ETF 11.5 15 23 5.6 -2.2
FTXO First Trust Nasdaq Bank ETF 11.5 60 -22 7.3 -0.6
IAT iShares U.S. Regional Banks ETF 11.5 40 -2 7.8 -0.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.5 52 -14 4.8 -3.1
AFLG First Trust Active Factor Large Cap ETF 11.4 55 -17 4.9 -2.9
HDUS Hartford Disciplined US Equity ETF 11.4 19 19 4.7 -3.2
TBG TBG Dividend Focus ETF 11.2 59 -21 6.1 -1.8
MBOX Freedom Day Dividend ETF 11.1 39 -1 6.6 -1.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 11.1 55 -17 8.6 +0.7
CZA Invesco Zacks Mid-Cap ETF 11.0 72 -34 5.8 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 11.0 22 16 5.0 -2.9
EPS WisdomTree U.S. LargeCap Fund 11.0 8 30 4.7 -3.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 11.0 56 -18 9.5 +1.6
CRTC Xtrackers US National Critical Technologies ETF 10.9 35 3 4.2 -3.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 10.9 29 9 6.6 -1.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 10.9 20 18 5.8 -2.1
RECS Columbia Research Enhanced Core ETF 10.9 15 23 5.3 -2.6
USMF WisdomTree U.S. Multifactor Fund 10.9 28 10 6.3 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.8 38 0 5.0 -2.9
JHMM John Hancock Multifactor Mid Cap ETF 10.8 42 -4 5.3 -2.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 10.8 20 18 4.2 -3.7
JHML John Hancock Multifactor Large Cap ETF 10.7 29 9 4.4 -3.5
DFVX Dimensional US Large Cap Vector ETF 10.7 22 16 5.2 -2.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.7 47 -9 4.9 -3.0
NANR SPDR S&P North American Natural Resources ETF 10.6 35 3 6.4 -1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.6 60 -22 6.1 -1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 10.6 58 -20 5.0 -2.9
FLV American Century Focused Large Cap Value ETF 10.5 42 -4 6.0 -1.9
DSPY Tema S&P 500 Historical Weight ETF 10.5 18 20 4.3 -3.6
GXPS Global X PureCap MSCI Consumer Staples ETF 10.5 25 13 4.7 -3.2
CGDG Capital Group Dividend Growers ETF 10.4 47 -9 5.1 -2.8
DGRW WisdomTree US Quality Dividend Growth Fund 10.4 28 10 4.9 -3.0
GINX SGI Enhanced Global Income ETF 10.3 98 -60 6.6 -1.3
VFMF Vanguard U.S. Multifactor ETF 10.3 18 20 6.4 -1.5
JEPI JPMorgan Equity Premium Income ETF 10.3 35 3 5.1 -2.8
KXI iShares Global Consumer Staples ETF 10.2 41 -3 5.2 -2.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.1 19 19 5.0 -2.9
BGIG Bahl & Gaynor Income Growth ETF 10.0 45 -7 4.4 -3.4
KBE State Street SPDR S&P Bank ETF 10.0 35 3 8.3 +0.4
FLRG Fidelity U.S. Multifactor ETF 10.0 15 23 5.8 -2.1
NACP Impact Shares NAACP Minority Empowerment ETF 10.0 49 -11 3.6 -4.3
IGF iShares Global Infrastructure ETF 9.9 41 -3 4.2 -3.7
GII SPDR S&P Global Infrastructure ETF 9.9 40 -2 4.2 -3.6
TOPC iShares S&P 500 3% Capped ETF 9.8 15 23 4.3 -3.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 9.8 30 8 7.5 -0.4
ROE Astoria US Quality Kings ETF 9.8 49 -11 5.1 -2.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 9.8 60 -22 4.4 -3.4
NULC Nuveen ESG Large-Cap ETF 9.7 21 17 3.9 -4.0
AVUS Avantis U.S. Equity ETF 9.7 15 23 4.7 -3.2
DCOR Dimensional US Core Equity 1 ETF 9.7 14 24 4.5 -3.4
IWR iShares Russell Midcap ETF 9.7 19 19 5.2 -2.6
QLC FlexShares US Quality Large Cap Index Fund 9.7 25 13 4.5 -3.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 9.6 19 19 4.8 -3.1
KBWB Invesco KBW Bank ETF 9.5 35 3 6.4 -1.5
OALC OneAscent Large Cap Core ETF 9.5 86 -48 3.3 -4.6
LRGF iShares U.S. Equity Factor ETF 9.4 8 30 4.6 -3.3
XOEF iShares S&P 500 ex S&P 100 ETF 9.4 20 18 4.5 -3.3
VIG Vanguard Dividend Appreciation ETF 9.4 5 33 4.9 -3.0
DGT State Street SPDR Global Dow ETF 9.4 50 -12 5.5 -2.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 9.4 15 23 7.7 -0.2
GSPY Gotham Enhanced 500 ETF 9.3 50 -12 4.4 -3.5
FLQL Franklin LibertyQ U.S. Equity ETF 9.3 15 23 4.5 -3.4
IJJ iShares S&P Mid-Cap 400 Value ETF 9.3 18 20 7.7 -0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 9.3 10 28 7.8 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 9.2 11 27 4.3 -3.6
EZM WisdomTree U.S. MidCap Fund 9.1 38 0 7.7 -0.1
OEI Optimized Equity Income ETF 9.1 75 -37 3.6 -4.3
DIV Global X SuperDividend US ETF 9.0 45 -7 9.6 +1.7
SPXN ProShares S&P 500 Ex-Financials ETF 9.0 9 29 4.0 -3.9
EMOT First Trust S&P 500 Economic Moat ETF 9.0 60 -22 7.7 -0.2
FQAL Fidelity Quality Factor ETF 9.0 15 23 4.8 -3.1
MODL VictoryShares WestEnd U.S. Sector ETF 9.0 42 -4 4.0 -3.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.9 60 -22 4.3 -3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 8.9 25 13 4.8 -3.1
FBCV Fidelity Blue Chip Value ETF 8.9 59 -21 5.7 -2.2
RVRB Reverb ETF 8.9 30 8 3.8 -4.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.8 48 -10 5.6 -2.3
FXN First Trust Energy AlphaDEX Fund 8.8 62 -24 10.3 +2.4
ACVF American Conservative Values ETF 8.8 75 -37 3.6 -4.2
CGDV Capital Group Dividend Value ETF 8.7 33 5 3.8 -4.1
FXG First Trust Consumer Staples AlphaDEX Fund 8.7 63 -25 8.2 +0.3
DFAC Dimensional U.S. Core Equity 2 ETF 8.7 17 21 4.6 -3.3
RAUS RACWI US ETF 8.7 15 23 4.1 -3.8
XMVM Invesco S&P MidCap Value with Momentum ETF 8.7 39 -1 7.3 -0.6
DFAU Dimensional US Core Equity Market ETF 8.6 12 26 4.3 -3.6
ACWV iShares MSCI Global Min Vol Factor ETF 8.6 20 18 5.7 -2.2
IYF iShares U.S. Financials ETF 8.6 40 -2 5.6 -2.3
GNR SPDR S&P Global Natural Resources ETF 8.6 40 -2 8.5 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 8.5 0 38 4.1 -3.8
SPYM State Street SPDR Portfolio S&P 500 ETF 8.5 2 36 4.3 -3.6
IGE iShares North American Natural Resources ETF 8.5 41 -3 5.7 -2.2
SPY SPDR S&P 500 ETF 8.5 9 29 4.1 -3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 8.5 7 31 4.1 -3.8
VOO Vanguard S&P 500 ETF 8.5 3 35 4.2 -3.7
IAK iShares U.S. Insurance ETF 8.5 40 -2 6.9 -1.0
KIE State Street SPDR S&P Insurance ETF 8.5 35 3 6.7 -1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 8.5 2 36 4.1 -3.7
STOX Horizon Core Equity ETF 8.5 70 -32 3.6 -4.3
SFTY Horizon Managed Risk ETF 8.4 77 -39 3.4 -4.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8.4 11 27 4.1 -3.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 8.4 12 26 3.6 -4.3
GXLC Global X U.S. 500 ETF 8.4 2 36 4.1 -3.8
AKAF The Frontier Economic Fund 8.4 20 18 5.1 -2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 8.4 60 -22 6.0 -1.9
VOTE TCW Transform 500 ETF 8.4 5 33 4.1 -3.8
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.3 46 -8 5.0 -2.9
VV Vanguard Large-Cap ETF 8.3 4 34 4.1 -3.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.3 75 -37 3.1 -4.8
PBUS Invesco MSCI USA ETF 8.3 4 34 4.2 -3.7
IVV iShares Core S&P 500 ETF 8.3 3 35 4.2 -3.7
KRMA Global X Conscious Companies ETF 8.3 43 -5 5.1 -2.8
DFUS Dimensional U.S. Equity ETF 8.3 9 29 4.0 -3.9
VONE Vanguard Russell 1000 ETF 8.3 7 31 4.2 -3.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 8.3 29 9 7.1 -0.8
GVLU Gotham 1000 Value ETF 8.3 50 -12 8.2 +0.3
VBR Vanguard Small Cap Value ETF 8.2 7 31 7.6 -0.2
SCHX Schwab U.S. Large-Cap ETF 8.2 3 35 4.2 -3.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 8.2 3 35 4.3 -3.6
HAPI Harbor Human Capital Factor US Large Cap ETF 8.2 36 2 4.1 -3.8
STRV Strive 500 ETF 8.1 5 33 4.1 -3.8
SPXV ProShares S&P 500 Ex-Health Care ETF 8.1 9 29 3.9 -4.0
SUSA iShares MSCI USA ESG Select ETF 8.1 25 13 3.9 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 8.1 30 8 5.2 -2.7
DFAT Dimensional U.S. Targeted Value ETF 8.1 28 10 8.3 +0.5
SCHK Schwab 1000 Index ETF 8.1 5 33 4.2 -3.7
IWB iShares Russell 1000 ETF 8.1 15 23 4.1 -3.8
ILCB iShares Morningstar U.S. Equity ETF 8.1 3 35 4.1 -3.8
JQUA JPMorgan U.S. Quality Factor ETF 8.1 12 26 4.9 -3.0
EQRR ProShares Equities for Rising Rates ETF 8.1 35 3 5.5 -2.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.1 9 29 4.3 -3.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 8.1 7 31 4.4 -3.5
IYY iShares Dow Jones U.S. ETF 8.0 20 18 4.0 -3.9
GDIV Harbor Dividend Growth Leaders ETF 8.0 50 -12 3.9 -4.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 8.0 35 3 8.8 +0.9
CVAR Cultivar ETF 8.0 87 -49 7.1 -0.8
BLCV iShares Large Cap Value Active ETF 8.0 53 -15 6.2 -1.7
VAMO Cambria Value & Momentum ETF 7.9 61 -23 5.1 -2.7
ESGU iShares ESG Aware MSCI USA ETF 7.9 15 23 4.1 -3.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 7.9 32 6 3.9 -4.0
VTI Vanguard Total Stock Market ETF 7.9 3 35 4.1 -3.8
VTHR Vanguard Russell 3000 ETF 7.9 7 31 4.1 -3.8
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 7.9 60 -22 7.7 -0.2
SCHB Schwab U.S. Broad Market ETF 7.8 3 35 4.2 -3.7
WDIV SPDR S&P Global Dividend ETF 7.8 40 -2 8.9 +1.0
KRE State Street SPDR S&P Regional Banking ETF 7.8 35 3 8.2 +0.3
DXUV Dimensional US Vector Equity ETF 7.8 28 10 5.2 -2.7
TOV JLens 500 Jewish Advocacy U.S. ETF 7.8 18 20 3.9 -4.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 7.8 14 24 4.1 -3.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 7.8 20 18 4.2 -3.7
IWV iShares Russell 3000 ETF 7.7 20 18 4.0 -3.9
VUSV Vanguard Wellington U.S. Value Active ETF 7.7 30 8 5.7 -2.2
DFSV Dimensional US Small Cap Value ETF 7.7 31 7 8.5 +0.6
JOET Virtus Terranova US Quality Momentum ETF 7.7 29 9 3.7 -4.2
FENY Fidelity MSCI Energy Index ETF 7.7 8 30 6.8 -1.1
IYE iShares U.S. Energy ETF 7.7 40 -2 6.7 -1.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.7 15 23 4.2 -3.7
SUSL iShares ESG MSCI USA Leaders ETF 7.6 10 28 4.2 -3.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 7.6 3 35 4.1 -3.8
CHRI Global X S&P 500 Christian Values ETF 7.6 29 9 3.9 -4.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.6 40 -2 5.1 -2.7
RFV Invesco S&P Midcap 400 Pure Value ETF 7.6 35 3 10.8 +2.9
OEF iShares S&P 100 ETF 7.6 20 18 3.8 -4.1
TEXN iShares Texas Equity ETF 7.5 20 18 4.9 -3.0
IWL iShares Russell Top 200 ETF 7.5 15 23 3.9 -4.0
YALL God Bless America ETF 7.5 65 -27 4.4 -3.5
VDE Vanguard Energy ETF 7.4 9 29 6.8 -1.1
KLMN Invesco MSCI North America Climate ETF 7.4 9 29 4.3 -3.6
MGC Vanguard Mega Cap ETF 7.4 7 31 3.9 -4.0
PTL Inspire 500 ETF 7.4 9 29 4.3 -3.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.4 29 9 3.9 -4.0
VSLU Applied Finance Valuation Large Cap ETF 7.4 49 -11 4.9 -3.0
AVSU Avantis Responsible U.S. Equity ETF 7.4 15 23 4.8 -3.1
SHRY First Trust Bloomberg Shareholder Yield ETF 7.4 60 -22 8.6 +0.7
ENHU iShares Enhanced Large Cap Core Active ETF 7.3 22 16 4.1 -3.8
GQI Natixis Gateway Quality Income ETF 7.3 34 4 4.5 -3.3
RSPG Invesco S&P 500 Equal Weight Energy ETF 7.3 40 -2 8.4 +0.5
FTXN First Trust Nasdaq Oil & Gas ETF 7.3 60 -22 8.7 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 7.3 10 28 4.2 -3.7
CATH Global X S&P 500 Catholic Values Custom ETF 7.3 29 9 4.0 -3.9
FTCS First Trust Capital Strength ETF 7.3 55 -17 5.6 -2.3
YLDE ClearBridge Dividend Strategy ESG ETF 7.2 60 -22 5.2 -2.7
ISCV iShares Morningstar Small Cap Value ETF 7.2 6 32 7.6 -0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 7.2 25 13 7.5 -0.4
IQRA IQ CBRE Real Assets ETF 7.2 65 -27 5.8 -2.1
APUE ActivePassive U.S. Equity ETF 7.2 45 -7 3.9 -4.0
HLAL Wahed FTSE USA Shariah ETF 7.1 50 -12 3.6 -4.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 7.1 20 18 4.0 -3.9
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 7.1 35 3 10.1 +2.3
DRLL Strive U.S. Energy ETF 7.1 41 -3 7.9 -0.0
FMKT The Free Markets ETF 7.0 76 -38 4.2 -3.7
TDIV First Trust NASDAQ Technology Dividend Index Fund 7.0 50 -12 4.6 -3.3
VOLT Tema Electrification ETF 7.0 75 -37 2.3 -5.6
XLE Energy Select Sector SPDR 7.0 8 30 6.9 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 7.0 9 29 4.0 -3.9
DSI iShares MSCI KLD 400 Social ETF 6.9 25 13 4.1 -3.8
HAP VanEck Natural Resources ETF 6.9 50 -12 6.7 -1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.9 60 -22 6.4 -1.5
DIVL Madison Dividend Value ETF 6.8 65 -27 4.8 -3.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 6.7 7 31 6.4 -1.5
EDOW First Trust Dow 30 Equal Weight ETF 6.7 50 -12 4.6 -3.3
VFH Vanguard Financials ETF 6.7 9 29 6.1 -1.8
DIVE Dana Concentrated Dividend ETF 6.6 65 -27 6.8 -1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 6.6 15 23 4.2 -3.7
FNCL Fidelity MSCI Financials Index ETF 6.6 8 30 6.1 -1.8
SNPE Xtrackers S&P 500 ESG ETF 6.6 10 28 4.3 -3.6
KOKU Xtrackers MSCI Kokusai Equity ETF 6.6 9 29 4.4 -3.5
RWK Invesco S&P MidCap 400 Revenue ETF 6.6 39 -1 7.5 -0.3
AIEQ AI Powered Equity ETF 6.5 75 -37 3.6 -4.3
SCHM Schwab U.S. Mid-Cap ETF 6.5 4 34 5.6 -2.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.5 35 3 5.6 -2.3
FCPI Fidelity Stocks for Inflation ETF 6.5 15 23 5.8 -2.1
ACSI American Customer Satisfaction ETF 6.5 65 -27 4.5 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 6.4 18 20 4.6 -3.3
ZECP Zacks Earnings Consistent Portfolio ETF 6.4 55 -17 4.0 -3.8
AFMC First Trust Active Factor Mid Cap ETF 6.4 65 -27 6.7 -1.1
RJDI RJ Eagle Dividend Select Income ETF 6.4 55 -17 4.5 -3.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 6.4 48 -10 7.9 -0.0
FTDS First Trust Dividend Strength ETF 6.4 70 -32 7.0 -0.8
IXC iShares Global Energy ETF 6.4 44 -6 7.3 -0.5
XLF Financial Select Sector SPDR 6.4 8 30 5.7 -2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 6.4 8 30 4.4 -3.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.4 80 -42 6.7 -1.1
FELC Fidelity Enhanced Large Cap Core ETF 6.3 18 20 4.3 -3.6
SPMO Invesco S&P 500 Momentum ETF 6.3 13 25 2.8 -5.1
TTAC FCF US Quality ETF 6.3 59 -21 5.6 -2.3
TOK iShares MSCI Kokusai ETF 6.3 26 12 4.2 -3.6
XLG Invesco S&P 500 Top 50 ETF 6.3 20 18 3.6 -4.3
GXPE Global X PureCap MSCI Energy ETF 6.3 25 13 6.6 -1.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 6.2 25 13 4.1 -3.8
ADME Aptus Drawdown Managed Equity ETF 6.2 79 -41 3.3 -4.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 6.2 15 23 6.5 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 6.2 80 -42 3.4 -4.4
ACEP ARS Core Equity ETF 6.2 45 -7 3.9 -4.0
JMOM JPMorgan U.S. Momentum Factor ETF 6.2 12 26 3.2 -4.7
FTXG First Trust Nasdaq Food & Beverage ETF 6.2 60 -22 7.4 -0.5
INRO iShares U.S. Industry Rotation Active ETF 6.2 42 -4 3.5 -4.4
LOWV AB US Low Volatility Equity ETF 6.2 48 -10 4.4 -3.5
POW VistaShares Electrification Supercycle ETF 6.2 75 -37 1.9 -6.0
LST Leuthold Select Industries ETF 6.1 91 -53 4.7 -3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 6.1 9 29 4.1 -3.8
SFY SoFi Select 500 ETF 6.0 0 38 3.7 -4.2
FEGE First Eagle Global Equity ETF 6.0 79 -41 6.0 -1.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.0 60 -22 4.2 -3.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 6.0 15 23 5.9 -2.0
XMLV Invesco S&P MidCap Low Volatility ETF 6.0 25 13 6.7 -1.1
URTH iShares MSCI World ETF 5.9 24 14 4.3 -3.6
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 -11 6.3 -1.6
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.9 55 -17 4.5 -3.4
STXM Strive Mid-Cap ETF 5.9 18 20 5.8 -2.0
SPHQ Invesco S&P 500 Quality ETF 5.8 15 23 4.4 -3.5
DAK Dakota Active Equity ETF 5.8 43 -5 3.7 -4.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.8 30 8 3.7 -4.2
IOO iShares Global 100 ETF 5.7 41 -3 3.8 -4.1
DSMC Distillate Small/Mid Cash Flow ETF 5.7 55 -17 10.6 +2.7
IYG iShares US Financial Services ETF 5.7 40 -2 5.2 -2.7
ABFL Abacus FCF Leaders ETF 5.7 59 -21 3.7 -4.2
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 5.6 60 -22 5.4 -2.5
LRGC AB US Large Cap Strategic Equities ETF 5.6 48 -10 3.8 -4.1
XVV iShares ESG Screened S&P 500 ETF 5.6 8 30 4.1 -3.8
USEW Cambria US EW ETF 5.6 30 8 4.1 -3.8
IVRA Invesco Real Assets ESG ETF 5.6 59 -21 6.2 -1.6
SPHB Invesco S&P 500 High Beta ETF 5.5 25 13 3.5 -4.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.5 25 13 5.4 -2.5
DIA SPDR Dow Jones Industrial Average ETF 5.5 16 22 4.7 -3.2
CALF Pacer US Small Cap Cash Cows 100 ETF 5.5 59 -21 8.9 +1.0
SFYF SoFi Social 50 ETF 5.5 29 9 0.8 -7.1
FCOM Fidelity MSCI Communication Services Index ETF 5.4 8 30 4.5 -3.3
VOX Vanguard Communication Services ETF 5.4 9 29 4.5 -3.4
GOP Unusual Whales Subversive Republican Trading ETF 5.4 50 -12 4.1 -3.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 5.4 30 8 4.0 -3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.4 9 29 4.8 -3.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.4 40 -2 6.7 -1.2
PXI Invesco Dorsey Wright Energy Momentum ETF 5.4 60 -22 5.3 -2.6
PKW Invesco Buyback Achievers ETF 5.3 62 -24 7.3 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.3 10 28 4.2 -3.7
CHGX AXS Change Finance ESG ETF 5.3 49 -11 4.1 -3.7
RCGE RockCreek Global Equality ETF 5.3 95 -57 6.0 -1.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.3 60 -22 5.0 -2.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.3 20 18 5.7 -2.2
WCEO Hypatia Women CEO ETF 5.3 85 -47 4.6 -3.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.3 35 3 3.3 -4.6
TXS Texas Capital Texas Equity Index ETF 5.3 49 -11 5.0 -2.9
MDY SPDR S&P Midcap 400 ETF Trust 5.2 23 15 5.7 -2.2
FSCS First Trust SMID Capital Strength ETF 5.2 60 -22 7.0 -0.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 5.2 46 -8 7.7 -0.2
RNMC First Trust Mid Cap US Equity Select ETF 5.2 60 -22 6.9 -1.0
FHLC Fidelity MSCI Health Care Index ETF 5.2 8 30 5.3 -2.6
XLV Health Care Select Sector SPDR 5.2 8 30 6.6 -1.3
VHT Vanguard Health Care ETF 5.2 9 29 5.1 -2.8
QUAL iShares MSCI USA Quality Factor ETF 5.2 15 23 4.3 -3.5
DSTL Distillate US Fundamental Stability & Value ETF 5.2 39 -1 7.9 -0.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 5.2 4 34 5.5 -2.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 5.2 49 -11 5.0 -2.9
ACWI iShares MSCI ACWI ETF 5.2 32 6 4.6 -3.3
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 5.2 40 -2 5.8 -2.1
MTUM iShares MSCI USA Momentum Factor ETF 5.2 15 23 2.2 -5.7
DUHP Dimensional US High Profitability ETF 5.2 21 17 5.1 -2.8
FMAT Fidelity MSCI Materials Index ETF 5.2 8 30 4.9 -3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.2 60 -22 5.9 -2.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.2 7 31 5.1 -2.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.1 20 18 3.9 -4.0
BLES Inspire Global Hope ETF 5.1 61 -23 5.7 -2.2
KLMT Invesco MSCI Global Climate 500 ETF 5.1 10 28 4.9 -3.0
BGDV Bahl & Gaynor Dividend ETF 5.1 45 -7 3.9 -4.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 5.1 40 -2 5.8 -2.1
XLC Communication Services Select Sector SPDR 5.1 8 30 5.5 -2.4
VAW Vanguard Materials ETF 5.1 9 29 4.9 -3.0
VEGN US Vegan Climate ETF 5.1 60 -22 3.2 -4.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.0 3 35 5.9 -2.0
ZIG Acquirers Fund 5.0 84 -46 20.2 +12.4
IVOO Vanguard S&P Mid-Cap 400 ETF 5.0 7 31 5.9 -2.0
IXJ iShares Global Healthcare ETF 5.0 42 -4 6.3 -1.6
GEW Cambria Global EW ETF 5.0 29 9 5.3 -2.6
KNCT Invesco Next Gen Connectivity ETF 5.0 40 -2 2.8 -5.1
FFLC Fidelity Fundamental Large Cap Core ETF 5.0 38 0 3.8 -4.1
VT Vanguard Total World Stock ETF 4.9 6 32 4.9 -3.0
IJH iShares Core S&P Mid-Cap ETF 4.9 5 33 5.9 -2.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.9 65 -27 7.1 -0.8
JHSC John Hancock Multifactor Small Cap ETF 4.9 42 -4 5.8 -2.1
XMMO Invesco S&P MidCap Momentum ETF 4.9 34 4 3.2 -4.7
ESGV Vanguard ESG U.S. Stock ETF 4.9 9 29 4.1 -3.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.8 15 23 7.4 -0.5
VB Vanguard Small-Cap ETF 4.8 5 33 5.1 -2.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.8 40 -2 7.3 -0.6
CGUS Capital Group Core Equity ETF 4.8 33 5 3.5 -4.4
TPSC Timothy Plan US Small Cap Core ETF 4.8 52 -14 6.4 -1.5
ABEQ Absolute Select Value ETF 4.8 85 -47 4.5 -3.4
ESGG FlexShares STOXX Global ESG Select Index Fund 4.7 42 -4 4.0 -3.9
LIVR Intelligent Livermore ETF 4.7 69 -31 3.0 -4.9
PXE Invesco Energy Exploration & Production ETF 4.7 60 -22 12.0 +4.1
IEO iShares U.S. Oil & Gas Exploration & Production ETF 4.7 40 -2 10.0 +2.1
FDWM Fidelity Women's Leadership ETF 4.7 59 -21 3.8 -4.1
JGRO JPMorgan Active Growth ETF 4.7 44 -6 2.4 -5.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.6 35 3 6.6 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.6 12 26 5.8 -2.1
GQQQ Astoria US Quality Growth Kings ETF 4.6 35 3 3.2 -4.7
IXP iShares Global Comm Services ETF 4.6 42 -4 5.7 -2.2
FDMO Fidelity Momentum Factor ETF 4.5 15 23 2.4 -5.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.5 60 -22 5.7 -2.2
JGLO JPMorgan Global Select Equity ETF 4.5 33 5 4.3 -3.6
SAGP Strategas Global Policy Opportunities ETF 4.5 65 -27 4.9 -3.0
SAMT Strategas Macro Thematic Opportunities ETF 4.4 65 -27 2.2 -5.7
VFMO Vanguard U.S. Momentum Factor ETF 4.4 13 25 1.6 -6.3
AGQI First Trust Active Global Quality Income ETF 4.4 85 -47 6.3 -1.6
BDIV AAM Brentview Dividend Growth ETF 4.4 49 -11 3.6 -4.3
SGLC SGI U.S. Large Cap Core ETF 4.4 85 -47 3.6 -4.3
QLTY GMO U.S. Quality ETF 4.4 50 -12 3.9 -4.0
NIXT Research Affiliates Deletions ETF 4.4 9 29 6.4 -1.5
ECML Euclidean Fundamental Value ETF 4.4 95 -57 8.7 +0.8
FSMD Fidelity Small-Mid Multifactor ETF 4.4 15 23 6.2 -1.6
MFVL Motley Fool Value Factor ETF 4.3 50 -12 5.8 -2.0
TIME Clockwise Core Equity & Innovation ETF 4.3 95 -57 2.1 -5.8
FMDE Fidelity Enhanced Mid Cap ETF 4.3 23 15 5.3 -2.6
GLOF iShares Global Equity Factor ETF 4.3 20 18 5.5 -2.4
XLB Materials Select Sector SPDR 4.3 8 30 5.3 -2.6
QQLV Invesco QQQ Low Volatility ETF 4.3 25 13 4.2 -3.7
GXPC Global X PureCap MSCI Communication Services ETF 4.3 25 13 3.9 -4.0
FXD First Trust Consumer Discretionary AlphaDEX Fund 4.2 61 -23 7.6 -0.3
DFAS Dimensional U.S. Small Cap ETF 4.2 26 12 5.4 -2.5
THRO iShares U.S. Thematic Rotation Active ETF 4.2 90 -52 3.0 -4.8
RDVY First Trust Rising Dividend Achievers ETF 4.2 50 -12 4.9 -3.0
NANC Unusual Whales Subversive Democratic Trading ETF 4.2 75 -37 2.9 -5.0
RFFC ALPS Active Equity Opportunity ETF 4.2 48 -10 3.6 -4.3
GURU Global X Guru Index ETF 4.1 75 -37 2.4 -5.5
MNZL Manzil Russell Halal USA Broad MarketETF 4.1 40 -2 3.7 -4.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 4.1 20 18 4.7 -3.2
LNGX Global X U.S. Natural Gas ETF 4.1 45 -7 10.3 +2.5
GINN Goldman Sachs Innovate Equity ETF 4.1 52 -14 3.7 -4.2
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.1 45 -7 4.7 -3.2
CVY Invesco Zacks Multi-Asset Income ETF 4.0 106 -68 9.8 +2.0
DUSA Davis Select U.S. Equity ETF 4.0 61 -23 6.8 -1.1
DWLD Davis Select Worldwide ETF 4.0 63 -25 6.7 -1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.0 49 -11 4.4 -3.5
USXF iShares ESG Advanced MSCI USA ETF 4.0 10 28 3.7 -4.2
WDNA WisdomTree BioRevolution Fund 4.0 45 -7 -2.2 -10.1
MFMO Motley Fool Momentum Factor ETF 3.9 50 -12 1.8 -6.0
SAMM Strategas Macro Momentum ETF 3.9 66 -28 3.6 -4.3
IYZ iShares U.S. Telecommunications ETF 3.9 40 -2 5.6 -2.3
XTL State Street SPDR S&P Telecom ETF 3.9 35 3 1.6 -6.3
BESF Bastion Energy ETF 3.9 80 -42 8.9 +1.0
MVAL VanEck Morningstar Wide Moat Value ETF 3.9 49 -11 6.3 -1.6
SMCF Themes US Small Cap Cash Flow Champions ETF 3.8 29 9 9.7 +1.8
ISCB iShares Morningstar Small-Cap ETF 3.8 4 34 5.2 -2.7
FTWO Strive FAANG 2.0 ETF 3.8 49 -11 4.0 -3.9
IYC iShares U.S. Consumer Discretionary ETF 3.8 40 -2 3.6 -4.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.8 75 -37 5.9 -2.0
PJP Invesco Pharmaceuticals ETF 3.8 57 -19 6.8 -1.1
BMED Future Health ETF 3.8 85 -47 1.3 -6.6
FTXH First Trust Nasdaq Pharmaceuticals ETF 3.8 60 -22 6.8 -1.1
IYH iShares U.S. Healthcare ETF 3.8 40 -2 5.8 -2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.8 15 23 5.0 -2.9
SURE AdvisorShares Insiders Advantage ETF 3.8 90 -52 7.6 -0.3
DGLO First Trust RBA Deglobalization ETF 3.8 70 -32 5.2 -2.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 45 -7 3.6 -4.3
KCE State Street SPDR S&P Capital Markets ETF 3.7 35 3 5.8 -2.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.7 61 -23 5.9 -2.0
DFNL Davis Select Financial ETF 3.7 63 -25 7.5 -0.4
YOKE Yoke Core ETF 3.7 42 -4 3.5 -4.4
NUSC Nuveen ESG Small-Cap ETF 3.7 31 7 4.8 -3.1
OCEN IQ Clean Oceans ETF 3.7 45 -7 4.6 -3.3
AIPO Defiance AI & Power Infrastructure ETF 3.6 69 -31 0.7 -7.2
CCNR ALPS CoreCommodity Natural Resources ETF 3.6 39 -1 8.0 +0.2
TPYP Tortoise North American Pipeline Fund 3.6 40 -2 4.8 -3.1
DEMZ Democratic Large Cap Core ETF 3.6 45 -7 3.7 -4.2
GRNY Fundstrat Granny Shots US Large Cap ETF 3.6 75 -37 2.1 -5.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.6 24 14 5.8 -2.1
KOCG FIS Knights of Columbus Global Belief ETF 3.5 75 -37 4.5 -3.4
POWA Invesco Bloomberg Pricing Power ETF 3.5 40 -2 5.8 -2.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -27 5.2 -2.7
SMMD iShares Russell 2500 ETF 3.5 15 23 5.3 -2.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.5 17 21 4.8 -3.1
RTH VanEck Retail ETF 3.4 35 3 4.8 -3.1
XRT State Street SPDR S&P Retail ETF 3.4 35 3 7.3 -0.6
VICE AdvisorShares Vice ETF 3.4 99 -61 5.6 -2.3
TRFM AAM Transformers ETF 3.4 49 -11 0.9 -7.0
PRAY FIS Christian Stock Fund 3.4 69 -31 3.9 -4.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 26 4.4 -3.5
BIBL Inspire 100 ETF 3.4 35 3 4.0 -3.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 3.4 40 -2 3.6 -4.3
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 3.3 75 -37 6.0 -1.8
HOMZ Hoya Capital Housing ETF 3.3 30 8 10.1 +2.2
IXG iShares Global Financials ETF 3.3 42 -4 6.1 -1.8
SIXG Defiance Connective Technologies ETF 3.3 30 8 2.5 -5.4
DFNV Donoghue Forlines Innovation ETF 3.2 69 -31 3.7 -4.2
SMLF iShares U.S. SmallCap Equity Factor ETF 3.2 15 23 4.8 -3.1
IYM iShares U.S. Basic Materials ETF 3.2 40 -2 4.3 -3.6
FXH First Trust Health Care AlphaDEX Fund 3.2 62 -24 4.7 -3.2
FTXR First Trust Nasdaq Transportation ETF 3.2 60 -22 6.4 -1.5
NDIV Amplify Natural Resources Dividend Income ETF 3.2 59 -21 11.2 +3.3
JPEF JPMorgan Equity Focus ETF 3.2 50 -12 3.8 -4.1
PPH VanEck Pharmaceutical ETF 3.1 36 2 6.9 -1.0
IHE iShares U.S. Pharmaceuticals ETF 3.1 40 -2 4.6 -3.3
MEDX Horizon Kinetics Medical ETF 3.1 85 -47 1.5 -6.4
THNR Amplify Weight Loss Drug & Treatment ETF 3.1 59 -21 5.9 -2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 3.1 4 34 5.1 -2.8
BFOR ALPS Barron's 400 ETF 3.1 65 -27 4.8 -3.1
ASLV Allspring Special Large Value ETF 3.1 35 3 5.2 -2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 -21 1.7 -6.2
PBJ Invesco Food & Beverage ETF 3.1 57 -19 7.8 -0.1
SMRI Bushido Capital US Equity ETF 3.1 71 -33 7.4 -0.5
SWP SWP Growth & Income ETF 3.0 99 -61 4.2 -3.7
CZAR Themes Natural Monopoly ETF 3.0 35 3 5.4 -2.4
OPTZ Optimize Strategy Index ETF 3.0 50 -12 3.2 -4.7
FCG First Trust Natural Gas ETF 2.9 60 -22 14.0 +6.2
AQLT iShares MSCI Global Quality Factor ETF 2.9 18 20 0.0 -7.9
CGV Conductor Global Equity Value ETF 2.9 130 -92 7.5 -0.4
STXK Strive Small-Cap ETF 2.8 18 20 5.0 -2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.8 35 3 6.1 -1.7
OZEM Roundhill GLP-1 & Weight Loss ETF 2.8 59 -21 5.5 -2.4
FFND Future Fund Active ETF 2.8 100 -62 4.3 -3.6
HART IQ Healthy Hearts ETF 2.8 45 -7 5.8 -2.1
PEXL Pacer US Export Leaders ETF 2.8 60 -22 2.9 -5.0
GPT Intelligent Alpha Atlas ETF 2.8 69 -31 6.1 -1.8
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 25 5.4 -2.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.8 59 -21 3.3 -4.6
XPH State Street SPDR S&P Pharmaceuticals ETF 2.7 35 3 -1.7 -9.6
LCF Touchstone US Large Cap Focused ETF 2.7 69 -31 3.7 -4.2
XLY Consumer Discretionary Select Sector SPDR 2.7 8 30 4.5 -3.4
SMOX Horizon Small/Mid Cap Core Equity ETF 2.7 75 -37 5.1 -2.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.7 35 3 4.8 -3.1
RGEF Rockefeller Global Equity ETF 2.7 55 -17 3.8 -4.1
TMFC Motley Fool 100 Index ETF 2.6 50 -12 3.0 -4.9
BEEX BeeHive ETF 2.6 84 -46 3.7 -4.2
NXTG First Trust Indxx NextG ETF 2.6 70 -32 3.3 -4.6
VUSE Vident U.S. Equity Strategy ETF 2.6 50 -12 3.7 -4.2
XT iShares Exponential Technologies ETF 2.6 46 -8 3.8 -4.1
RSPM Invesco S&P 500 Equal Weight Materials ETF 2.5 40 -2 5.4 -2.5
KBWD Invesco KBW High Dividend Yield Financial ETF 2.5 384 -346 17.2 +9.4
QQQ Invesco QQQ Trust Series I 2.5 20 18 3.1 -4.8
QQQM Invesco NASDAQ 100 ETF 2.5 15 23 3.1 -4.7
VCR Vanguard Consumer Discretionary ETF 2.5 9 29 4.4 -3.5
CUT Invesco MSCI Global Timber ETF 2.5 61 -23 8.4 +0.6
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -8 5.6 -2.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 2.5 60 -22 3.4 -4.5
FXZ First Trust Materials AlphaDEX Fund 2.5 61 -23 6.4 -1.5
VXF Vanguard Extended Market ETF 2.5 5 33 3.6 -4.2
BLCR iShares Large Cap Core Active ETF 2.4 36 2 2.8 -5.1
MXI iShares Global Materials ETF 2.4 41 -3 5.8 -2.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.4 52 -14 7.9 +0.0
DRIV Global X Autonomous & Electric Vehicles ETF 2.3 68 -30 2.8 -5.1
ABLD Abacus FCF Real Assets Leaders ETF 2.3 69 -31 6.7 -1.2
MAVF Matrix Advisors Value ETF 2.3 75 -37 4.8 -3.1
USMC Principal U.S. Mega-Cap ETF 2.3 12 26 3.6 -4.3
OSCV Opus Small Cap Value ETF 2.3 79 -41 5.8 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.3 15 23 2.9 -5.0
MADE iShares U.S. Manufacturing ETF 2.3 40 -2 3.4 -4.5
MFIG Motley Fool Innovative Growth Factor ETF 2.3 50 -12 2.8 -5.1
WOOD iShares Global Timber & Forestry ETF 2.3 42 -4 11.4 +3.6
FXL First Trust Technology AlphaDEX Fund 2.2 61 -23 4.8 -3.1
PSET Principal Quality ETF 2.2 15 23 4.9 -3.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.2 40 -2 3.0 -4.9
NVIR Horizon Kinetics Energy and Remediation ETF 2.2 85 -47 5.1 -2.8
STXG Strive 1000 Growth ETF 2.2 18 20 3.2 -4.7
DIVS SmartETFs Dividend Builder ETF 2.2 65 -27 4.4 -3.5
ETHO Etho Climate Leadership U.S. ETF 2.2 47 -9 4.1 -3.8
JDOC JPMorgan Healthcare Leaders ETF 2.2 65 -27 3.5 -4.4
MOO VanEck Agribusiness ETF 2.2 53 -15 9.2 +1.3
VEGI iShares MSCI Agriculture Producers ETF 2.2 39 -1 7.7 -0.2
WSML iShares MSCI World Small-Cap ETF 2.1 15 23 5.2 -2.7
VFLO VictoryShares Free Cash Flow ETF 2.1 39 -1 7.2 -0.7
FDIS Fidelity MSCI Consumer Discretionary Index ETF 2.1 8 30 4.4 -3.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.1 12 26 3.3 -4.6
GXPD Global X PureCap MSCI Consumer Discretionary ETF 2.1 25 13 3.6 -4.3
AMZA InfraCap MLP ETF 2.1 164 -126 5.8 -2.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 2.1 49 -11 7.2 -0.7
GKAT Scharf Global Opportunity ETF 2.1 57 -19 5.7 -2.2
PINK Simplify Health Care ETF 2.1 50 -12 0.9 -7.0
NUKZ Range Nuclear Renaissance Index ETF 2.1 85 -47 1.3 -6.5
SNSR Global X Internet of Things ETF 2.1 68 -30 3.1 -4.7
AQEC AQE Core ETF 2.0 49 -11 5.3 -2.6
VDIG Vanguard Wellington Dividend Growth Active ETF 2.0 40 -2 4.4 -3.5
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -23 1.5 -6.4
RXI iShares Global Consumer Discretionary ETF 2.0 41 -3 8.1 +0.2
SCHA Schwab U.S. Small-Cap ETF 2.0 4 34 4.2 -3.7
CLNR IQ Cleaner Transport ETF 2.0 45 -7 3.9 -4.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 -1 1.1 -6.8
PRNT 3D Printing ETF 2.0 66 -28 1.2 -6.7
GRPM Invesco S&P MidCap 400 GARP ETF 2.0 35 3 6.6 -1.3
KBWR Invesco KBW Regional Banking ETF 2.0 35 3 8.2 +0.3
FTRI First Trust Indxx Global Natural Resources Income ETF 2.0 70 -32 6.6 -1.3
URAN Themes Uranium & Nuclear ETF 2.0 35 3 1.1 -6.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 23 3.8 -4.1
FAN First Trust Global Wind Energy ETF 1.9 60 -22 2.8 -5.1
HGRO Hedgeye Quality Growth ETF 1.9 70 -32 3.3 -4.6
QQMG Invesco ESG NASDAQ 100 ETF 1.9 20 18 3.0 -4.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.9 10 28 3.7 -4.2
FDLS Inspire Fidelis Multi Factor ETF 1.9 76 -38 3.1 -4.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 17 2.8 -5.0
ABIG Argent Large Cap ETF 1.8 49 -11 4.3 -3.6
CRAK VanEck Oil Refiners ETF 1.8 61 -23 9.2 +1.3
COPY Tweedy, Browne Insider + Value ETF 1.8 80 -42 14.5 +6.6
IJS iShares S&P Small-Cap 600 Value ETF 1.8 18 20 8.5 +0.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.8 15 23 8.6 +0.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 28 8.6 +0.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.8 49 -11 6.3 -1.6
VOOG Vanguard S&P 500 Growth ETF 1.8 7 31 18.4 +10.6
IBUY Amplify Online Retail ETF 1.8 65 -27 2.3 -5.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.8 4 34 3.0 -4.8
JPSV JPMorgan Active Small Cap Value ETF 1.8 74 -36 7.2 -0.7
UMI USCF Midstream Energy Income Fund ETF 1.8 85 -47 3.9 -4.0
ENFR Alerian Energy Infrastructure ETF 1.8 35 3 4.2 -3.6
EINC VanEck Energy Income ETF 1.8 48 -10 4.3 -3.6
MLPX Global X MLP & Energy Infrastructure ETF 1.8 45 -7 4.2 -3.7
USAI Pacer American Energy Independence ETF 1.8 75 -37 3.5 -4.4
MLPI NEOS MLP & Engy Infras Hi Inc ETF 1.8 68 -30 4.0 -3.8
VTWV Vanguard Russell 2000 Value ETF 1.8 10 28 4.7 -3.1
CBSE Clough Select Equity ETF 1.8 85 -47 0.3 -7.6
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 1.8 59 -21 2.9 -5.0
IWN iShares Russell 2000 Value ETF 1.8 24 14 4.6 -3.3
PAWZ ProShares Pet Care ETF 1.7 50 -12 4.3 -3.6
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -27 3.4 -4.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 64 -26 1.2 -6.7
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -51 4.2 -3.7
FPX First Trust US Equity Opportunities ETF 1.7 61 -23 0.7 -7.1
IVW iShares S&P 500 Growth ETF 1.7 18 20 2.9 -5.0
SRHQ SRH U.S. Quality ETF 1.7 35 3 6.2 -1.7
IUSG iShares Core S&P U.S. Growth ETF 1.7 4 34 3.1 -4.8
STXD Strive 1000 Dividend Growth ETF 1.7 35 3 4.3 -3.6
ALTL Pacer Lunt Large Cap Alternator ETF 1.7 60 -22 4.7 -3.1
CGGO Capital Group Global Growth Equity ETF 1.7 47 -9 3.9 -4.0
BRIF FIS Bright Portfolios Focused Equity ETF 1.6 65 -27 3.3 -4.6
CANC Tema Oncology ETF 1.6 75 -37 -2.4 -10.3
HRTS Tema Heart & Health ETF 1.6 75 -37 2.9 -4.9
FSST Fidelity Sustainable U.S. Equity ETF 1.6 59 -21 3.5 -4.4
TOLL Tema Durable Quality ETF 1.5 75 -37 3.7 -4.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.5 49 -11 4.5 -3.4
SMDV ProShares Russell 2000 Dividend Growers ETF 1.5 40 -2 6.7 -1.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 13 5.9 -2.0
ISMD Inspire Small/Mid Cap ETF 1.5 54 -16 4.8 -3.1
CGGR Capital Group Growth ETF 1.5 39 -1 2.5 -5.4
XLSR State Street US Sector Rotation ETF 1.5 70 -32 4.3 -3.6
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -21 2.1 -5.8
IHF iShares U.S. Healthcare Providers ETF 1.4 40 -2 6.9 -1.0
XHS State Street SPDR S&P Health Care Services ETF 1.4 35 3 3.5 -4.4
UFO Procure Space ETF 1.4 75 -37 -0.1 -7.9
IYJ iShares U.S. Industrials ETF 1.4 40 -2 4.0 -3.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.4 20 18 0.8 -7.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.4 6 32 3.2 -4.6
IEDI iShares U.S. Consumer Focused ETF 1.4 18 20 5.1 -2.8
USSE Segall Bryant & Hamill Select Equity ETF 1.3 65 -27 2.9 -5.0
DARP Grizzle Growth ETF 1.3 75 -37 1.6 -6.3
QTUM Defiance Quantum ETF 1.3 40 -2 3.3 -4.5
VGT Vanguard Information Technology ETF 1.3 9 29 24.2 +16.4
KROP Global X AgTech & Food Innovation ETF 1.3 50 -12 6.8 -1.1
XLK Technology Select Sector SPDR 1.3 8 30 3.1 -4.8
FTEC Fidelity MSCI Information Technology Index ETF 1.2 8 30 2.9 -5.0
ASCE Allspring SMID Core ETF 1.2 38 0 2.7 -5.1
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -17 3.7 -4.2
AFOS ARS Focused Opportunities Strategy ETF 1.2 45 -7 1.9 -6.0
AVUV Avantis U.S. Small Cap Value ETF 1.2 25 13 7.7 -0.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.2 52 -14 4.9 -2.9
IYW iShares U.S. Technology ETF 1.2 40 -2 2.8 -5.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.2 3 35 6.1 -1.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.2 7 31 6.0 -1.9
IGM iShares Expanded Tech Sector ETF 1.2 41 -3 2.6 -5.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 9 6.2 -1.7
EFRA iShares Environmental Infrastructure and Industrials ETF 1.2 47 -9 5.0 -2.9
ISHP First Trust Nasdaq Retail ETF 1.2 60 -22 5.5 -2.4
IXN iShares Global Tech ETF 1.2 41 -3 2.5 -5.4
GXPT Global X PureCap MSCI Information Technology ETF 1.1 25 13 3.2 -4.7
IJR iShares Core S&P Small Cap ETF 1.1 6 32 6.1 -1.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 1.1 85 -47 4.1 -3.8
IETC iShares U.S. Tech Independence Focused ETF 1.1 18 20 3.0 -4.9
AIRR First Trust RBA American Industrial Renaissance ETF 1.1 70 -32 3.3 -4.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.1 0 38 7.3 -0.6
FPAG FPA Global Equity ETF 1.1 49 -11 5.7 -2.1
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.1 60 -22 3.8 -4.0
TRUD VanEck Consumer Disc TruSector ETF 1.1 14 24 3.0 -4.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.0 49 -11 7.9 0.0
RNIN Bushido Capital US SMID Cap Equity ETF 1.0 70 -32 10.5 +2.6
MVPA Miller Value Partners Appreciation ETF 1.0 60 -22 10.1 +2.3
PSI Invesco Semiconductors ETF 1.0 57 -19 1.2 -6.7
FDRV Fidelity Electric Vehicles and Future Transportation ETF 1.0 39 -1 0.9 -7.0
MOTO SmartETFs Smart Transportation & Technology ETF 1.0 68 -30 5.1 -2.8
DTEC ALPS Disruptive Technologies ETF 1.0 50 -12 3.7 -4.2
FTXL First Trust Nasdaq Semiconductor ETF 1.0 60 -22 1.7 -6.2
XSD State Street SPDR S&P Semiconductor ETF 1.0 35 3 1.9 -6.0
IVES Wedbush ETFMG Global Cloud Technology ETF 1.0 68 -30 3.6 -4.3
CIBR First Trust NASDAQ Cybersecurity ETF 1.0 60 -22 3.6 -4.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.0 65 -27 1.4 -6.5
SKYY First Trust Cloud Computing ETF 1.0 60 -22 2.8 -5.1
AIQ Global X Artificial Intelligence & Technology ETF 1.0 68 -30 2.6 -5.3
ARTY iShares Future AI & Tech ETF 1.0 47 -9 2.3 -5.6
IBLC iShares Blockchain and Tech ETF 1.0 47 -9 -1.2 -9.1
XNTK State Street SPDR NYSE Technology ETF 1.0 35 3 2.3 -5.6
BLOK Amplify Transformational Data Sharing ETF 1.0 75 -37 -0.2 -8.1
USRD Themes US R&D Champions ETF 1.0 29 9 3.8 -4.1
AOTS AOT Software Platform ETF 1.0 49 -11 4.8 -3.1
CARZ First Trust NASDAQ Global Auto Index Fund 1.0 70 -32 2.1 -5.8
TMFX Motley Fool Next Index ETF 1.0 50 -12 2.9 -5.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.0 12 26 3.4 -4.5
FDTX Fidelity Disruptive Technology ETF 1.0 50 -12 1.5 -6.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.0 58 -20 3.4 -4.5
YNOT Horizon Digital Frontier ETF 1.0 75 -37 2.5 -5.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 -1 3.4 -4.5
BWEB Bitwise Web3 ETF 1.0 85 -47 -0.1 -8.0
NETZ TCW Transform Systems ETF 1.0 75 -37 1.3 -6.6
VNSE Natixis Vaughan Nelson Select ETF 1.0 80 -42 3.3 -4.6
TOPT iShares Top 20 U.S. Stocks ETF 1.0 20 18 3.2 -4.7
GDOC Goldman Sachs Future Health Care Equity ETF 1.0 75 -37 1.0 -6.9
TINT ProShares Smart Materials ETF 1.0 58 -20 5.2 -2.7
MEDI Harbor Health Care ETF 1.0 80 -42 -1.4 -9.3
AGNG Global X Aging Population ETF 1.0 50 -12 4.3 -3.5
IDNA iShares Genomics Immunology and Healthcare ETF 1.0 47 -9 -0.3 -8.1
NLR VanEck Uranium+Nuclear Energy ETF 1.0 61 -23 1.7 -6.2
TNUK Tortoise Nuclear Renaissance ETF 1.0 75 -37 0.8 -7.1
AFSM First Trust Active Factor Small Cap ETF 0.9 75 -37 5.5 -2.4
RUNN Running Oak Efficient Growth ETF 0.9 58 -20 4.9 -3.0
MDCP VictoryShares THB Mid Cap ESG ETF 0.9 55 -17 4.8 -3.1
TMFG Motley Fool Global Opportunities ETF 0.9 85 -47 3.7 -4.2
TMFM Motley Fool Mid-Cap Growth ETF 0.9 85 -47 2.1 -5.8
FESM Fidelity Enhanced Small Cap ETF 0.9 28 10 2.2 -5.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.9 20 18 4.6 -3.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.9 45 -7 -1.4 -9.3
RSSL Global X Russell 2000 ETF 0.9 8 30 2.6 -5.3
QGRO American Century U.S. Quality Growth ETF 0.9 29 9 3.9 -4.0
PAVE Global X U.S. Infrastructure Development ETF 0.9 47 -9 4.1 -3.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -5 4.7 -3.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 23 4.0 -3.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 28 4.0 -3.9
TCAI Tortoise AI Infrastructure ETF 0.9 65 -27 1.1 -6.8
IWM iShares Russell 2000 ETF 0.9 19 19 2.5 -5.4
IWY iShares Russell Top 200 Growth ETF 0.9 20 18 3.6 -4.3
GRNJ Fundstrat Granny Shots US Small & Mid Cap ETF 0.9 75 -37 1.8 -6.1
FMTM MarketDesk Focused U.S. Momentum ETF 0.9 45 -7 4.5 -3.4
FTAG First Trust Indxx Global Agriculture ETF 0.9 70 -32 7.2 -0.7
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.9 85 -47 2.8 -5.1
TCV Towle Value ETF 0.9 85 -47 9.0 +1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 21 4.0 -3.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.9 79 -41 3.6 -4.3
VCLN Virtus Duff & Phelps Clean Energy ETF 0.9 59 -21 2.2 -5.7
AGIX KraneShares Artificial Intelligence and Technology ETF 0.9 99 -61 1.0 -6.9
SMOG VanEck Low Carbon Energy ETF 0.9 61 -23 1.2 -6.7
CNRG State Street SPDR S&P Kensho Clean Power ETF 0.9 45 -7 -0.1 -7.9
DVGR DAC 3D Dividend Growth ETF 0.9 65 -27 4.7 -3.2
FIDU Fidelity MSCI Industrial Index ETF 0.9 8 30 3.6 -4.3
FEOE First Eagle Overseas Equity ETF 0.9 79 -41 6.1 -1.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.8 79 -41 4.0 -3.9
SRVR Pacer Data & Infrastructure Real Estate ETF 0.8 55 -17 3.8 -4.1
VIS Vanguard Industrials ETF 0.8 9 29 3.6 -4.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.8 50 -12 3.5 -4.4
VTWO Vanguard Russell 2000 ETF 0.8 7 31 2.7 -5.2
KBWP Invesco KBW Property & Casualty Insurance ETF 0.8 35 3 7.3 -0.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -22 4.6 -3.3
FSGS First Trust SMID Growth Strength ETF 0.8 60 -22 4.8 -3.0
FTGS First Trust Growth Strength ETF 0.8 60 -22 3.6 -4.3
VONG Vanguard Russell 1000 Growth ETF 0.8 7 31 3.6 -4.3
SOXQ Invesco PHLX Semiconductor ETF 0.8 19 19 1.7 -6.1
XSW State Street SPDR S&P Software & Services ETF 0.8 35 3 2.8 -5.0
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -47 1.2 -6.7
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.8 60 -22 7.5 -0.4
IWF iShares Russell 1000 Growth ETF 0.8 19 19 14.4 +6.5
METV Roundhill Ball Metaverse ETF 0.8 59 -21 8.1 +0.2
SVAL iShares US Small Cap Value Factor ETF 0.8 20 18 7.0 -0.9
VERS ProShares Metaverse ETF 0.8 58 -20 0.3 -7.6
GLRY Inspire Faithward Mid Cap Momentum ETF 0.7 80 -42 3.6 -4.3
OTGL OTG Latin America ETF 0.7 269 -231 7.5 -0.3
RND First Trust Bloomberg R&D Leaders ETF 0.7 60 -22 2.5 -5.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 18 3.9 -4.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.7 12 26 5.9 -2.0
AVUQ Avantis U.S. Quality ETF 0.7 15 23 3.6 -4.3
MBCC Monarch Blue Chips Core ETF 0.7 125 -87 3.6 -4.3
JGRW Jensen Quality Growth ETF 0.7 57 -19 4.1 -3.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.7 49 -11 3.7 -4.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.7 19 19 0.3 -7.6
PBE Invesco Biotechnology & Genome ETF 0.7 58 -20 1.8 -6.1
BBP Virtus LifeSci Biotech Products ETF 0.7 79 -41 -4.0 -11.9
NULG Nuveen ESG Large-Cap Growth ETF 0.7 26 12 2.8 -5.1
FBT First Trust NYSE Arca Biotechnology Index Fund 0.7 56 -18 2.4 -5.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 0.7 58 -20 3.1 -4.8
BBH VanEck Biotech ETF 0.7 35 3 5.4 -2.5
GNOM Global X Genomics & Biotechnology ETF 0.7 50 -12 -2.6 -10.5
IBB iShares Biotechnology ETF 0.7 45 -7 -0.5 -8.4
QTOP iShares Nasdaq Top 30 Stocks ETF 0.7 20 18 2.7 -5.2
XBI State Street SPDR S&P Biotech ETF 0.7 35 3 -1.8 -9.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.7 49 -11 2.8 -5.1
ABOT Abacus FCF Innovation Leaders ETF 0.7 69 -31 3.8 -4.1
DTAN Sparkline International Intangible Value ETF 0.6 55 -17 7.1 -0.8
RPG Invesco S&P 500 Pure Growth ETF 0.6 35 3 2.4 -5.5
PFI Invesco Dorsey Wright Financial Momentum ETF 0.6 60 -22 4.6 -3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -32 2.0 -5.9
ROSC Hartford Multifactor Small Cap ETF 0.6 34 4 6.9 -1.0
PPA Invesco Aerospace & Defense ETF 0.6 58 -20 1.8 -6.1
RSPN Invesco S&P 500 Equal Weight Industrials ETF 0.6 40 -2 4.4 -3.5
MISL First Trust Indxx Aerospace & Defense ETF 0.6 60 -22 1.7 -6.2
SHLD Global X Defense Tech ETF 0.6 50 -12 3.1 -4.8
EXI iShares Global Industrials ETF 0.6 42 -4 3.6 -4.3
ITA iShares U.S. Aerospace & Defense ETF 0.6 40 -2 1.5 -6.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.6 45 -7 1.0 -6.9
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 0.6 45 -7 0.7 -7.2
XAR State Street SPDR S&P Aerospace & Defense ETF 0.6 35 3 1.6 -6.2
XLI Industrial Select Sector SPDR 0.6 8 30 3.6 -4.3
NATO Themes Transatlantic Defense ETF 0.6 35 3 1.8 -6.0
KAT Scharf ETF 0.6 87 -49 6.3 -1.6
DRNZ REX Drone ETF 0.6 65 -27 -1.7 -9.6
VUG Vanguard Growth ETF 0.6 4 34 20.8 +12.9
CCSO Carbon Collective Climate Solutions US Equity ETF 0.6 35 3 0.9 -7.0
SOXX iShares Semiconductor ETF 0.5 35 3 1.7 -6.2
PRXG Praxis Impact Large Cap Growth ETF 0.5 36 2 3.1 -4.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 20 3.3 -4.6
PKB Invesco Building & Construction ETF 0.5 62 -24 3.5 -4.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 3 5.9 -2.0
LCLG Logan Capital Broad Innovative Growth ETF 0.5 99 -61 2.7 -5.2
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 13 5.9 -2.0
WRND IQ Global Equity R&D Leaders ETF 0.5 18 20 4.0 -3.9
MGK Vanguard Mega Cap Growth ETF 0.5 7 31 17.0 +9.1
TRUT VanEck Technology TruSector ETF 0.5 13 25 3.6 -4.2
PSC Principal U.S. Small-Cap ETF 0.5 38 0 3.5 -4.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.5 60 -22 3.3 -4.6
BUZZ VanEck Social Sentiment ETF 0.4 75 -37 -0.7 -8.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 0 7.8 -0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 3 4.3 -3.6
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -22 7.6 -0.2
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 32 2.7 -5.2
PSCF Invesco S&P SmallCap Financials ETF 0.4 29 9 8.2 +0.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 23 5.9 -1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 -1 7.1 -0.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 3 6.8 -1.1
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 9 6.6 -1.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.4 36 2 8.0 +0.1
SIXS ETC 6 Meridian Small Cap Equity ETF 0.4 89 -51 7.8 -0.1
AVSC Avantis U.S Small Cap Equity ETF 0.4 25 13 4.5 -3.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.4 45 -7 1.7 -6.2
VBK Vanguard Small-Cap Growth ETF 0.4 7 31 1.2 -6.7
ANEW ProShares MSCI Transformational Changes ETF 0.4 45 -7 4.4 -3.5
ILCG iShares Morningstar Growth ETF 0.3 4 34 3.0 -4.9
CLOU Global X Cloud Computing ETF 0.3 68 -30 2.6 -5.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -57 -0.6 -8.4
HWAY Themes US Infrastructure ETF 0.3 29 9 4.5 -3.4
WSGE Warren Street Global Equity ETF 0.3 80 -42 2.8 -5.1
DUNK Dana Unconstrained Equity ETF 0.2 75 -37 2.0 -5.9
SMH VanEck Semiconductor ETF 0.2 35 3 1.8 -6.1
MGMT Ballast Small/Mid Cap ETF 0.2 110 -72 7.2 -0.7
ALRG Allspring LT Large Core ETF 0.2 28 10 3.5 -4.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 -1 2.2 -5.7
APIE ActivePassive International Equity ETF 0.1 45 -7 6.3 -1.6
DISV Dimensional International Small Cap Value ETF 0.1 42 -4 8.0 +0.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 -2 3.5 -4.4
DFIV Dimensional International Value ETF 0.1 27 11 7.7 -0.2
FFF Founders 100 ETF 0.1 75 -37 2.5 -5.4
IWO iShares Russell 2000 Growth ETF 0.1 24 14 0.5 -7.4
VTWG Vanguard Russell 2000 Growth ETF 0.1 10 28 0.6 -7.3
DFIS Dimensional International Small Cap ETF 0.1 39 -1 6.0 -1.8
IWP iShares Russell Mid-Cap Growth ETF 0.1 23 15 2.8 -5.1
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 14 5.6 -2.3
DFIC Dimensional International Core Equity 2 ETF 0.1 23 15 6.1 -1.8
CIL VictoryShares International Volatility Wtd ETF 0.1 45 -7 5.8 -2.1
AVSD Avantis Responsible International Equity ETF 0.0 23 15 5.9 -2.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 8 6.2 -1.7
DFAI Dimensional International Core Equity Market ETF 0.0 18 20 5.9 -2.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -27 0.0 -7.9

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 Select Dividend ETF
Relative
to:
S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

SPECULATIVE

Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 38 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.68 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.