iShares U.S. Broker-Dealers & Securities Exchanges ETF
ALTAR
Score™		 4.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 21.4x P/Sales
ratio		 4.6x
P/BV
ratio		 3.1x Div.
yield		 1.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Broker-Dealers Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Investment Services Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $1,602
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 34
Wgt avg mkt cap (mns) $144,640
Large cap (>$10bn) 95.6%
Mid cap ($2-10bn) 3.6%
Small cap (<$2bn) 0.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
GOLDMAN SACHS GROUP INC 19.0 %
MORGAN STANLEY 14.9 %
SCHWAB (CHARLES) CORP 11.0 %
INTERCONTINENTALEXCHANGE INC 4.5 %
CME GROUP INC 4.3 %
S&P GLOBAL, INC. 4.2 %
MOODY'S CORP 4.2 %
MSCI INC-A 4.0 %
ROBINHOOD MARKETS, INC. CLASS A 3.8 %
NASDAQ OMX GROUP/THE 3.8 %
Total 73.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-8.1% 18.5% 14.1% 17.8% 7.6%

Market Correlations
versus... Beta R-squared
S&P500 1.07 70%
MSCI EAFE 0.92 46%
MSCI Emg. Mkts. 0.72 36%

Technical Indicators
Recent close $179.04
30d moving avg. $165.95
Annualized volatility 20.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.0%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 114
Turnover 1.3%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $5,696

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 potential alternatives to the iShares U.S. Broker-Dealers & Securities Exchanges ETF ETF based on the alternatives' overlap in portfolio holdings with IAI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IAI Expense: 40 bp ALTAR Score™: 4.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAI
Ticker Fund
Name		 Overlap1
vs IAI
(%)		 Expense
ratio
(bp)		 Savings
vs IAI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IAI
(%)
IYF iShares U.S. Financials ETF 22.5 40 0 5.7 +1.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 21.4 49 -9 5.1 +1.1
IYG iShares US Financial Services ETF 21.2 40 0 5.2 +1.3
BJK VanEck Gaming ETF 20.9 65 -25 4.1 +0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 19.8 40 0 6.3 +2.4
PFI Invesco Dorsey Wright Financial Momentum ETF 18.2 60 -20 4.7 +0.7
XLF Financial Select Sector SPDR 17.9 8 32 5.7 +1.7
VFH Vanguard Financials ETF 17.1 9 31 6.1 +2.1
FNCL Fidelity MSCI Financials Index ETF 16.9 8 32 6.1 +2.1
KBWB Invesco KBW Bank ETF 16.8 35 5 6.8 +2.8
BCDF Horizon Kinetics Blockchain Development ETF 15.9 85 -45 3.6 -0.4
TOLL Tema Durable Quality ETF 15.1 75 -35 3.9 -0.0
DIA SPDR Dow Jones Industrial Average ETF 11.7 16 24 4.8 +0.8
NUDV Nuveen ESG Dividend ETF 10.9 26 14 6.1 +2.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.9 60 -20 4.6 +0.7
LOGO Alpha Brands Consumption Leaders ETF 9.9 69 -29 2.5 -1.5
STCE Schwab Crypto Thematic ETF 9.8 30 10 2.5 -1.5
FDFF Fidelity Disruptive Finance ETF 9.7 50 -10 5.1 +1.1
IXG iShares Global Financials ETF 9.1 42 -2 6.1 +2.2
MAVF Matrix Advisors Value ETF 8.8 75 -35 5.0 +1.0
FMKT The Free Markets ETF 8.8 76 -36 4.1 +0.1
CWS AdvisorShares Focused Equity ETF 8.8 84 -44 4.7 +0.7
ARKF ARK Fintech Innovation ETF 8.4 75 -35 0.2 -3.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.3 65 -25 3.6 -0.4
PWV Invesco Large Cap Value ETF 8.3 55 -15 6.4 +2.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.3 60 -20 4.2 +0.2
SAMM Strategas Macro Momentum ETF 8.0 66 -26 3.6 -0.4
FINX Global X FinTech ETF 7.9 68 -28 2.7 -1.3
BLOK Amplify Transformational Data Sharing ETF 7.9 75 -35 -0.2 -4.1
NULV Nuveen ESG Large-Cap Value ETF 7.8 26 14 5.3 +1.3
BPAY BlackRock Future Financial and Technology ETF 7.8 70 -30 5.2 +1.2
ARKK ARK Innovation ETF 7.5 75 -35 -2.9 -6.8
ARKW ARK Next Generation Internet ETF 7.5 87 -47 0.6 -3.3
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 7.5 85 -45 0.0 -4.0
FTCS First Trust Capital Strength ETF 7.5 55 -15 5.4 +1.5
DIVZ TrueShares Low Volatility Equity Income ETF 7.5 65 -25 6.0 +2.0
PWB Invesco Large Cap Growth ETF 7.3 56 -16 2.0 -1.9
GSIB Themes Global Systemically Important Banks ETF 7.3 35 5 8.5 +4.5
KONG Formidable Fortress ETF 7.2 89 -49 5.2 +1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.2 38 2 5.2 +1.2
BWEB Bitwise Web3 ETF 7.0 85 -45 -0.1 -4.1
JOET Virtus Terranova US Quality Momentum ETF 6.9 29 11 3.8 -0.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 6.3 85 -45 2.6 -1.4
HGRO Hedgeye Quality Growth ETF 6.3 70 -30 3.4 -0.5
PDP Invesco Dorsey Wright Momentum ETF 6.3 62 -22 1.5 -2.5
FXO First Trust Financials AlphaDEX Fund 6.3 62 -22 8.1 +4.1
STXD Strive 1000 Dividend Growth ETF 6.3 35 5 4.4 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 6.2 43 -3 3.6 -0.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.2 49 -9 3.8 -0.2
YALL God Bless America ETF 6.1 65 -25 4.1 +0.1
NULC Nuveen ESG Large-Cap ETF 6.1 21 19 4.0 +0.1
AOTG AOT Growth and Innovation ETF 6.0 75 -35 1.4 -2.6
SPMO Invesco S&P 500 Momentum ETF 6.0 13 27 3.3 -0.7
BITQ Bitwise Crypto Industry Innovators ETF 6.0 85 -45 -2.2 -6.1
AQEC AQE Core ETF 5.9 49 -9 5.1 +1.1
DVGR DAC 3D Dividend Growth ETF 5.9 65 -25 4.6 +0.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.9 60 -20 6.4 +2.4
FTGS First Trust Growth Strength ETF 5.9 60 -20 3.5 -0.5
DIVL Madison Dividend Value ETF 5.8 65 -25 4.7 +0.8
EQRR ProShares Equities for Rising Rates ETF 5.8 35 5 6.0 +2.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.8 79 -39 4.2 +0.2
BLCV iShares Large Cap Value Active ETF 5.7 53 -13 6.4 +2.4
BDIV AAM Brentview Dividend Growth ETF 5.5 49 -9 3.6 -0.3
LCF Touchstone US Large Cap Focused ETF 5.5 69 -29 3.6 -0.4
VOT Vanguard Mid-Cap Growth ETF 5.4 7 33 3.1 -0.9
ICAP InfraCap Equity Income Fund ETF 5.4 171 -131 4.3 +0.3
PKW Invesco Buyback Achievers ETF 5.4 62 -22 7.1 +3.1
CAML Congress Large Cap Growth ETF 5.3 66 -26 2.3 -1.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.3 68 -28 0.6 -3.4
NBDS Neuberger Berman Disrupters ETF 5.3 55 -15 0.8 -3.2
LRGC AB US Large Cap Strategic Equities ETF 5.2 48 -8 3.8 -0.2
LGCF Themes US Cash Flow Champions ETF 5.2 30 10 7.3 +3.3
AOTS AOT Software Platform ETF 5.0 49 -9 4.5 +0.5
TMFX Motley Fool Next Index ETF 4.9 50 -10 3.0 -1.0
QUVU Hartford Quality Value ETF 4.9 46 -6 5.6 +1.7
REVS Columbia Research Enhanced Value ETF 4.9 19 21 6.8 +2.8
BLCR iShares Large Cap Core Active ETF 4.8 36 4 2.9 -1.1
TXS Texas Capital Texas Equity Index ETF 4.8 49 -9 5.0 +1.0
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 25 5.6 +1.6
VALQ American Century U.S. Quality Value ETF 4.8 29 11 7.1 +3.2
UDI USCF Dividend Income Fund 4.7 65 -25 6.7 +2.7
VIG Vanguard Dividend Appreciation ETF 4.7 5 35 4.9 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 4.7 18 22 5.7 +1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.7 58 -18 4.9 +0.9
AUSF Global X Adaptive U.S. Factor ETF 4.7 27 13 8.0 +4.0
VUSV Vanguard Wellington U.S. Value Active ETF 4.6 30 10 5.8 +1.8
IBLC iShares Blockchain and Tech ETF 4.6 47 -7 -1.3 -5.2
GRNY Fundstrat Granny Shots US Large Cap ETF 4.6 75 -35 2.2 -1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.6 52 -12 4.8 +0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 25 3.0 -1.0
RFFC ALPS Active Equity Opportunity ETF 4.5 48 -8 3.6 -0.3
IWX iShares Russell Top 200 Value ETF 4.5 20 20 5.2 +1.2
ASLV Allspring Special Large Value ETF 4.5 35 5 5.1 +1.1
MOAT VanEck Morningstar Wide Moat ETF 4.5 46 -6 5.5 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 4.4 12 28 3.5 -0.5
INCE Franklin Income Equity Focus ETF 4.4 29 11 5.3 +1.3
LST Leuthold Select Industries ETF 4.4 91 -51 4.9 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 4.4 25 15 4.9 +0.9
RECS Columbia Research Enhanced Core ETF 4.3 15 25 5.3 +1.3
STRN SMART Trend 25 ETF 4.3 59 -19 2.7 -1.3
PFM Invesco Dividend Achievers ETF 4.3 53 -13 4.7 +0.7
PRAY FIS Christian Stock Fund 4.3 69 -29 3.9 -0.1
DEMZ Democratic Large Cap Core ETF 4.3 45 -5 3.8 -0.1
MGV Vanguard Mega Cap Value ETF 4.3 7 33 5.6 +1.6
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 28 5.6 +1.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.2 49 -9 5.0 +1.1
BUZZ VanEck Social Sentiment ETF 4.2 75 -35 -0.7 -4.6
AKRE Akre Focus ETF 4.2 106 -66 4.1 +0.1
BELT iShares Long-Term U.S. Equity Active ETF 4.2 75 -35 2.2 -1.8
BIBL Inspire 100 ETF 4.2 35 5 4.2 +0.3
RNMC First Trust Mid Cap US Equity Select ETF 4.1 60 -20 6.5 +2.6
FDMO Fidelity Momentum Factor ETF 4.1 15 25 2.5 -1.5
MTUM iShares MSCI USA Momentum Factor ETF 4.1 15 25 2.6 -1.4
BCOR Grayscale Bitcoin Adopters ETF 4.1 59 -19 1.6 -2.3
CFA VictoryShares US 500 Volatility Wtd ETF 4.1 35 5 5.3 +1.3
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 20 4.7 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 22 5.8 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.0 40 0 5.2 +1.2
MDCP VictoryShares THB Mid Cap ESG ETF 4.0 55 -15 4.7 +0.7
FTC First Trust Large Cap Growth AlphaDEX Fund 4.0 59 -19 1.8 -2.2
DGRO iShares Core Dividend Growth ETF 3.9 8 32 5.6 +1.6
RNSC Furst Trust Small Cap US Equity Select ETF 3.9 60 -20 4.5 +0.5
CHGX AXS Change Finance ESG ETF 3.9 49 -9 4.6 +0.6
IVRS iShares Future Metaverse Tech and Communications ETF 3.8 47 -7 4.9 +0.9
PRXV Praxis Impact Large Cap Value ETF 3.8 36 4 5.7 +1.7
IWD iShares Russell 1000 Value ETF 3.8 19 21 5.5 +1.5
JGLO JPMorgan Global Select Equity ETF 3.8 33 7 4.2 +0.2
GINN Goldman Sachs Innovate Equity ETF 3.8 52 -12 3.8 -0.2
VONV Vanguard Russell 1000 Value ETF 3.8 7 33 5.6 +1.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.8 65 -25 7.4 +3.4
VTV Vanguard Value ETF 3.8 4 36 5.9 +2.0
XDAT Franklin Exponential Data ETF 3.8 50 -10 1.2 -2.7
MODL VictoryShares WestEnd U.S. Sector ETF 3.7 42 -2 4.1 +0.1
EDOW First Trust Dow 30 Equal Weight ETF 3.7 50 -10 4.7 +0.7
PCGG Polen Capital Global Growth ETF 3.7 85 -45 3.7 -0.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.7 39 1 -1.2 -5.2
DAPP VanEck Digital Transformation ETF 3.7 50 -10 0.0 -4.0
BKCH Global X Blockchain ETF 3.7 50 -10 -2.8 -6.8
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.7 75 -35 5.6 +1.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.7 61 -21 -0.7 -4.7
IETC iShares U.S. Tech Independence Focused ETF 3.6 18 22 3.1 -0.9
SRHQ SRH U.S. Quality ETF 3.6 35 5 6.2 +2.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.6 9 31 4.8 +0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 15 4.9 +0.9
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.3 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 20 5.7 +1.7
VFMO Vanguard U.S. Momentum Factor ETF 3.5 13 27 1.7 -2.3
SPHB Invesco S&P 500 High Beta ETF 3.5 25 15 3.9 -0.1
MAGA Point Bridge America First ETF 3.5 72 -32 5.1 +1.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.5 31 9 5.7 +1.7
GLBL Pacer MSCI World Industry Advantage ETF 3.5 65 -25 3.5 -0.5
SUSA iShares MSCI USA ESG Select ETF 3.5 25 15 4.1 +0.1
CBSE Clough Select Equity ETF 3.5 85 -45 0.4 -3.6
FFND Future Fund Active ETF 3.5 100 -60 4.3 +0.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.5 61 -21 1.5 -2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 3.5 28 12 5.4 +1.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.4 60 -20 5.1 +1.2
JGRO JPMorgan Active Growth ETF 3.4 44 -4 2.4 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 36 5.7 +1.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.4 19 21 4.9 +0.9
VUSE Vident U.S. Equity Strategy ETF 3.4 50 -10 3.7 -0.3
FSCS First Trust SMID Capital Strength ETF 3.4 60 -20 6.7 +2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 11 6.6 +2.6
LOWV AB US Low Volatility Equity ETF 3.4 48 -8 4.3 +0.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.4 52 -12 4.9 +0.9
VDIG Vanguard Wellington Dividend Growth Active ETF 3.3 40 0 4.4 +0.4
OALC OneAscent Large Cap Core ETF 3.3 86 -46 3.5 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 3.3 60 -20 4.8 +0.8
MID American Century Mid Cap Growth Impact ETF 3.3 45 -5 2.9 -1.1
DXIV Dimensional International Vector Equity ETF 3.3 34 6 6.4 +2.4
FUNL CornerCap Fundametrics Large-Cap ETF 3.3 50 -10 6.2 +2.2
JAVA JPMorgan Active Value ETF 3.3 44 -4 5.6 +1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 4.4 +0.5
DTD WisdomTree U.S. Total Dividend Fund 3.2 28 12 5.7 +1.7
PTL Inspire 500 ETF 3.2 9 31 4.4 +0.4
PSCF Invesco S&P SmallCap Financials ETF 3.2 29 11 8.3 +4.3
ACVF American Conservative Values ETF 3.2 75 -35 3.7 -0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.2 25 15 4.2 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 5.2 +1.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.2 56 -16 7.0 +3.0
GDIV Harbor Dividend Growth Leaders ETF 3.2 50 -10 4.0 +0.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 33 4.4 +0.4
BGDV Bahl & Gaynor Dividend ETF 3.2 45 -5 3.9 -0.1
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 6.5 +2.5
VO Vanguard Mid-Cap ETF 3.1 4 36 5.3 +1.3
FMTM MarketDesk Focused U.S. Momentum ETF 3.1 45 -5 4.8 +0.9
EQIN Columbia US Equity Income ETF 3.1 35 5 6.2 +2.2
SMOT VanEck Morningstar SMID Moat ETF 3.1 49 -9 6.5 +2.5
BEEZ Honeytree U.S. Equity ETF 3.1 64 -24 3.6 -0.4
AGQI First Trust Active Global Quality Income ETF 3.1 85 -45 6.5 +2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.1 8 32 4.4 +0.4
AFOS ARS Focused Opportunities Strategy ETF 3.1 45 -5 2.1 -1.9
STXV Strive 1000 Value ETF 3.1 18 22 6.9 +3.0
MDLV Morgan Dempsey Large Cap Value ETF 3.1 58 -18 5.9 +1.9
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 31 5.5 +1.5
ACSI American Customer Satisfaction ETF 3.1 65 -25 4.7 +0.7
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 30 4.4 +0.4
TEXN iShares Texas Equity ETF 3.1 20 20 5.2 +1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.1 48 -8 5.5 +1.5
SEMG Suncoast Select Growth ETF 3.1 60 -20 3.7 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 3.0 23 17 5.4 +1.4
MVAL VanEck Morningstar Wide Moat Value ETF 3.0 49 -9 6.1 +2.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 -35 6.1 +2.2
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 25 5.0 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.5 +1.5
FFF Founders 100 ETF 3.0 75 -35 2.5 -1.5
DIVS SmartETFs Dividend Builder ETF 3.0 65 -25 4.4 +0.4
YOKE Yoke Core ETF 3.0 42 -2 3.7 -0.3
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 30 3.9 -0.1
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 20 5.9 +1.9
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 22 4.7 +0.7
DFLV Dimensional US Large Cap Value ETF 2.9 22 18 6.3 +2.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.9 7 33 6.6 +2.7
JPEF JPMorgan Equity Focus ETF 2.9 50 -10 3.8 -0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 22 5.1 +1.2
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 25 4.2 +0.3
BEEX BeeHive ETF 2.9 84 -44 3.8 -0.2
GURU Global X Guru Index ETF 2.9 75 -35 2.3 -1.7
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 22 4.5 +0.5
DAK Dakota Active Equity ETF 2.8 43 -3 3.8 -0.2
KAT Scharf ETF 2.8 87 -47 6.0 +2.0
CZAR Themes Natural Monopoly ETF 2.8 35 5 5.2 +1.2
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -49 4.5 +0.5
DSI iShares MSCI KLD 400 Social ETF 2.8 25 15 4.2 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 30 3.7 -0.3
PSET Principal Quality ETF 2.8 15 25 4.8 +0.8
KRMA Global X Conscious Companies ETF 2.8 43 -3 5.3 +1.3
FQAL Fidelity Quality Factor ETF 2.8 15 25 4.8 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 -35 3.2 -0.8
MFMO Motley Fool Momentum Factor ETF 2.8 50 -10 2.1 -1.9
VYM Vanguard High Dividend Yield Index ETF 2.8 6 34 6.1 +2.1
FSGS First Trust SMID Growth Strength ETF 2.7 60 -20 4.7 +0.8
ILCV iShares Morningstar Value ETF 2.7 4 36 5.4 +1.4
JHDV John Hancock U.S. High Dividend ETF 2.7 34 6 6.1 +2.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.7 10 30 3.7 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 34 3.4 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.7 70 -30 4.6 +0.7
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 4.5 +0.6
RUNN Running Oak Efficient Growth ETF 2.7 58 -18 4.6 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.7 10 30 4.3 +0.3
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 1 6.4 +2.5
SIZE iShares MSCI USA Size Factor ETF 2.7 15 25 5.5 +1.5
FELC Fidelity Enhanced Large Cap Core ETF 2.7 18 22 4.4 +0.5
TOPC iShares S&P 500 3% Capped ETF 2.7 15 25 4.4 +0.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.7 15 25 3.7 -0.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 22 3.7 -0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 25 7.1 +3.2
SPXV ProShares S&P 500 Ex-Health Care ETF 2.6 9 31 4.0 -0.0
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 36 5.7 +1.7
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 31 4.2 +0.2
DFVX Dimensional US Large Cap Vector ETF 2.6 22 18 5.3 +1.3
IVE iShares S&P 500 Value ETF 2.6 18 22 5.6 +1.6
VOOV Vanguard S&P 500 Value ETF 2.6 7 33 5.7 +1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 26 4.2 +0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.6 32 8 4.1 +0.1
VNSE Natixis Vaughan Nelson Select ETF 2.6 80 -40 3.4 -0.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 9 1.8 -2.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.6 6 34 2.7 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 25 4.3 +0.3
MBOX Freedom Day Dividend ETF 2.6 39 1 7.0 +3.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 4.3 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 2.6 10 30 4.3 +0.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 11 4.0 +0.1
IUSV iShares Core S&P US Value ETF 2.6 4 36 5.9 +1.9
ENHU iShares Enhanced Large Cap Core Active ETF 2.6 22 18 4.2 +0.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -8 7.8 +3.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -24 1.3 -2.7
FLQL Franklin LibertyQ U.S. Equity ETF 2.6 15 25 4.6 +0.6
IWS iShares Russell Mid-Cap Value ETF 2.5 23 17 6.1 +2.1
SMOX Horizon Small/Mid Cap Core Equity ETF 2.5 75 -35 5.3 +1.3
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 15 5.9 +1.9
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -2 5.4 +1.4
FVD First Trust Value Line Dividend Index Fund 2.5 65 -25 5.6 +1.6
USMV iShares MSCI USA Min Vol Factor ETF 2.5 15 25 5.2 +1.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.5 52 -12 7.4 +3.4
KLMN Invesco MSCI North America Climate ETF 2.5 9 31 4.4 +0.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 22 6.0 +2.0
XVV iShares ESG Screened S&P 500 ETF 2.5 8 32 4.2 +0.2
IWR iShares Russell Midcap ETF 2.5 19 21 5.4 +1.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.5 29 11 7.0 +3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 5.0 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.1 +0.1
FLV American Century Focused Large Cap Value ETF 2.5 42 -2 6.1 +2.1
BRIF FIS Bright Portfolios Focused Equity ETF 2.4 65 -25 3.6 -0.4
OEI Optimized Equity Income ETF 2.4 75 -35 3.5 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 4 4.1 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.2 +0.2
PBUS Invesco MSCI USA ETF 2.4 4 36 4.3 +0.3
GK AdvisorShares Gerber Kawasaki ETF 2.4 75 -35 1.5 -2.5
HYP Golden Eagle Dynamic Hypergrowth ETF 2.4 85 -45 -0.8 -4.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 29 4.4 +0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 31 4.4 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.2 +0.2
GSPY Gotham Enhanced 500 ETF 2.4 50 -10 4.5 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 5.7 +1.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.4 12 28 3.6 -0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.4 35 5 5.3 +1.4
DIVB iShares Core Dividend ETF 2.4 5 35 7.4 +3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 38 4.2 +0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -35 2.0 -2.0
CHRI Global X S&P 500 Christian Values ETF 2.3 29 11 4.0 +0.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.2 +0.2
VV Vanguard Large-Cap ETF 2.3 4 36 4.2 +0.2
XT iShares Exponential Technologies ETF 2.3 46 -6 4.1 +0.1
VOTE TCW Transform 500 ETF 2.3 5 35 4.2 +0.2
TBG TBG Dividend Focus ETF 2.3 59 -19 6.3 +2.4
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 28 6.2 +2.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 4.0 +0.1
AVUS Avantis U.S. Equity ETF 2.3 15 25 4.8 +0.8
GXLC Global X U.S. 500 ETF 2.3 2 38 4.1 +0.2
SCHX Schwab U.S. Large-Cap ETF 2.3 3 37 4.3 +0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 30 3.7 -0.3
STRV Strive 500 ETF 2.3 5 35 4.2 +0.2
TMFC Motley Fool 100 Index ETF 2.2 50 -10 3.0 -1.0
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 17 2.8 -1.2
GGRW Gabelli Growth Innovators ETF 2.2 90 -50 2.0 -2.0
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 25 5.9 +1.9
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -15 4.1 +0.1
DFUS Dimensional U.S. Equity ETF 2.2 9 31 4.1 +0.2
VOO Vanguard S&P 500 ETF 2.2 3 37 4.3 +0.3
SPYM State Street SPDR Portfolio S&P 500 ETF 2.2 2 38 4.3 +0.3
SCHK Schwab 1000 Index ETF 2.2 5 35 4.3 +0.3
SPY SPDR S&P 500 ETF 2.2 9 31 4.2 +0.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 20 4.3 +0.3
IVV iShares Core S&P 500 ETF 2.2 3 37 4.3 +0.3
STOX Horizon Core Equity ETF 2.2 70 -30 3.6 -0.4
IYY iShares Dow Jones U.S. ETF 2.2 20 20 4.1 +0.1
EPS WisdomTree U.S. LargeCap Fund 2.2 8 32 4.8 +0.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 27 5.6 +1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.2 18 22 4.0 0.0
SFTY Horizon Managed Risk ETF 2.2 77 -37 3.5 -0.5
IWB iShares Russell 1000 ETF 2.2 15 25 4.2 +0.2
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 -12 6.0 +2.0
RVRB Reverb ETF 2.2 30 10 4.0 +0.1
METV Roundhill Ball Metaverse ETF 2.2 59 -19 7.9 +3.9
VONE Vanguard Russell 1000 ETF 2.2 7 33 4.3 +0.3
DFUV Dimensional US Marketwide Value ETF 2.2 22 18 6.3 +2.3
LRGF iShares U.S. Equity Factor ETF 2.2 8 32 4.7 +0.7
CGDG Capital Group Dividend Growers ETF 2.2 47 -7 5.1 +1.1
SWP SWP Growth & Income ETF 2.2 99 -59 4.1 +0.1
SFY SoFi Select 500 ETF 2.2 0 40 3.8 -0.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.2 3 37 4.4 +0.4
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 3.2 -0.8
MGC Vanguard Mega Cap ETF 2.2 7 33 4.0 -0.0
SCHB Schwab U.S. Broad Market ETF 2.2 3 37 4.3 +0.3
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.2 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 2.1 34 6 5.8 +1.8
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -39 3.4 -0.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 37 4.2 +0.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.1 54 -14 5.8 +1.8
VTI Vanguard Total Stock Market ETF 2.1 3 37 4.2 +0.2
AVMV Avantis U.S. Mid Cap Value ETF 2.1 20 20 7.3 +3.3
IWV iShares Russell 3000 ETF 2.1 20 20 4.1 +0.1
IWL iShares Russell Top 200 ETF 2.1 15 25 3.9 -0.1
DTEC ALPS Disruptive Technologies ETF 2.1 50 -10 3.7 -0.3
COWS Amplify Cash Flow Dividend Leaders ETF 2.1 0 40 7.4 +3.5
DFAU Dimensional US Core Equity Market ETF 2.1 12 28 4.4 +0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.0 +1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -5 2.4 -1.6
VTHR Vanguard Russell 3000 ETF 2.1 7 33 4.2 +0.2
DCOR Dimensional US Core Equity 1 ETF 2.1 14 26 4.6 +0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.0 +0.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.1 43 -3 4.8 +0.9
DON WisdomTree U.S. MidCap Dividend Fund 2.1 38 2 8.0 +4.1
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -40 3.7 -0.3
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 28 5.1 +1.2
FTDS First Trust Dividend Strength ETF 2.0 70 -30 7.0 +3.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.0 12 28 6.3 +2.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.0 30 10 4.1 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.0 28 12 4.9 +1.0
DIVE Dana Concentrated Dividend ETF 2.0 65 -25 6.8 +2.8
VEGN US Vegan Climate ETF 2.0 60 -20 3.9 -0.1
RAUS RACWI US ETF 2.0 15 25 4.2 +0.2
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 25 5.0 +1.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 37 6.4 +2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 25 4.0 +0.0
AIEQ AI Powered Equity ETF 2.0 75 -35 3.7 -0.3
XSMO Invesco S&P SmallCap Momentum ETF 2.0 39 1 3.6 -0.4
IJR iShares Core S&P Small Cap ETF 2.0 6 34 6.4 +2.4
RJDI RJ Eagle GCM Dividend Select Income ETF 2.0 55 -15 4.4 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 11 6.4 +2.4
USEW Cambria US EW ETF 2.0 30 10 4.2 +0.2
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 5.9 +1.9
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 23 4.7 +0.8
ULVM VictoryShares US Value Momentum ETF 2.0 20 20 6.2 +2.2
DEUS Xtrackers Russell US Multifactor ETF 2.0 17 23 6.5 +2.5
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 4.6 +0.6
STXG Strive 1000 Growth ETF 1.9 18 22 3.2 -0.7
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.5 +1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.9 35 5 5.7 +1.7
SHRY First Trust Bloomberg Shareholder Yield ETF 1.9 60 -20 8.3 +4.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.9 60 -20 5.7 +1.7
DIHP Dimensional International High Profitability ETF 1.9 29 11 5.6 +1.6
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.4 -0.6
VOOG Vanguard S&P 500 Growth ETF 1.9 7 33 3.1 -0.9
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -50 3.2 -0.8
IVW iShares S&P 500 Growth ETF 1.9 18 22 3.0 -1.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.9 4 36 3.1 -0.9
ROUS Hartford Multifactor US Equity ETF 1.9 19 21 5.5 +1.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 25 5.1 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -9 3.9 -0.1
IUSG iShares Core S&P U.S. Growth ETF 1.8 4 36 3.1 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 4.4 +0.4
BUYZ Franklin Disruptive Commerce ETF 1.8 50 -10 2.2 -1.8
FDLO Fidelity Low Volatility Factor ETF 1.8 15 25 4.8 +0.8
PNQI Invesco NASDAQ Internet ETF 1.8 60 -20 3.5 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -35 4.8 +0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 25 6.3 +2.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.8 30 10 6.2 +2.3
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 4.0 -0.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 5.6 +1.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -19 5.0 +1.0
ITOL Tema International Durable Quality ETF 1.8 60 -20 4.8 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.3 +1.3
VFMF Vanguard U.S. Multifactor ETF 1.8 18 22 6.7 +2.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 25 6.1 +2.1
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.8 12 28 6.7 +2.7
VOE Vanguard Mid-Cap Value ETF 1.7 7 33 6.8 +2.8
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 30 5.0 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 31 4.4 +0.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.7 25 15 6.4 +2.4
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 15 6.3 +2.4
FCPI Fidelity Stocks for Inflation ETF 1.7 15 25 5.8 +1.8
HDUS Hartford Disciplined US Equity ETF 1.7 19 21 4.8 +0.8
ISCB iShares Morningstar Small-Cap ETF 1.7 4 36 5.4 +1.4
TOK iShares MSCI Kokusai ETF 1.7 26 14 4.3 +0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -30 2.0 -2.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 25 6.8 +2.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -55 -0.5 -4.5
WCEO Hypatia Women CEO ETF 1.7 85 -45 4.7 +0.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.7 60 -20 4.7 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 15 6.1 +2.1
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 7 33 6.3 +2.3
FLRG Fidelity U.S. Multifactor ETF 1.6 15 25 5.8 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 -25 2.3 -1.7
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 5 6.2 +2.2
DXUV Dimensional US Vector Equity ETF 1.6 28 12 5.3 +1.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.6 20 20 7.3 +3.3
URTH iShares MSCI World ETF 1.6 24 16 4.4 +0.4
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -5 4.5 +0.5
GEW Cambria Global EW ETF 1.6 29 11 5.4 +1.4
GVLU Gotham 1000 Value ETF 1.6 50 -10 8.1 +4.1
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -2 3.6 -0.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 28 4.4 +0.4
FFOG Franklin Focused Growth ETF 1.6 61 -21 1.5 -2.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 36 3.3 -0.7
LIVR Intelligent Livermore ETF 1.5 69 -29 2.9 -1.1
OEF iShares S&P 100 ETF 1.5 20 20 3.9 -0.1
ILCG iShares Morningstar Growth ETF 1.5 4 36 3.1 -0.9
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 14 2.9 -1.1
LCLG Logan Capital Broad Innovative Growth ETF 1.5 99 -59 2.9 -1.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.4 +0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 1 3.5 -0.5
XSHQ Invesco S&P SmallCap Quality ETF 1.5 29 11 6.7 +2.8
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 36 5.9 +1.9
QGRO American Century U.S. Quality Growth ETF 1.5 29 11 3.8 -0.2
FDVV Fidelity High Dividend ETF 1.5 15 25 6.7 +2.8
BFOR ALPS Barron's 400 ETF 1.5 65 -25 4.9 +0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 6.1 +2.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 20 6.0 +2.0
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 25 4.5 +0.5
IWO iShares Russell 2000 Growth ETF 1.5 24 16 0.5 -3.5
OPTZ Optimize Strategy Index ETF 1.5 50 -10 3.7 -0.3
GQI Natixis Gateway Quality Income ETF 1.5 34 6 4.5 +0.5
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 7.9 +3.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 22 7.9 +3.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 5 6.9 +2.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 16 6.0 +2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.4 38 2 6.9 +2.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 30 8.0 +4.0
SSPY Syntax Stratified LargeCap ETF 1.4 30 10 6.1 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 10 7.4 +3.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -40 5.6 +1.6
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 17 5.9 +1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 20 4.7 +0.8
ACWI iShares MSCI ACWI ETF 1.4 32 8 4.7 +0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.4 12 28 5.9 +1.9
VXF Vanguard Extended Market ETF 1.4 5 35 3.8 -0.2
NUSC Nuveen ESG Small-Cap ETF 1.4 31 9 4.9 +0.9
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -32 5.8 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 23 5.0 +1.0
DIVN Horizon Dividend Income ETF 1.4 70 -30 6.6 +2.6
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 36 5.3 +1.3
PRXG Praxis Impact Large Cap Growth ETF 1.4 36 4 3.1 -0.9
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 5 2.7 -1.3
ABEQ Absolute Select Value ETF 1.4 85 -45 4.3 +0.3
BLES Inspire Global Hope ETF 1.4 61 -21 5.7 +1.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 4.9 +0.9
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 37 6.1 +2.1
IJH iShares Core S&P Mid-Cap ETF 1.3 5 35 6.1 +2.1
VUG Vanguard Growth ETF 1.3 4 36 3.4 -0.6
IOO iShares Global 100 ETF 1.3 41 -1 3.9 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.3 39 1 7.4 +3.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.3 9 31 3.8 -0.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 0 6.6 +2.6
TOGA Tremblant Global ETF 1.3 69 -29 -0.2 -4.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.3 70 -30 3.9 -0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.3 30 10 3.8 -0.2
AVUQ Avantis U.S. Quality ETF 1.3 15 25 3.5 -0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.3 35 5 4.9 +0.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 33 6.0 +2.1
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -10 5.1 +1.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 20 5.6 +1.6
VT Vanguard Total World Stock ETF 1.3 6 34 5.0 +1.1
STXM Strive Mid-Cap ETF 1.3 18 22 5.7 +1.8
STXK Strive Small-Cap ETF 1.3 18 22 5.2 +1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 -40 5.8 +1.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 20 4.6 +0.6
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 25 5.9 +2.0
EZM WisdomTree U.S. MidCap Fund 1.3 38 2 8.0 +4.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 2.3 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 23 4.1 +0.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 25 4.1 +0.1
FFOX FundX Future Fund Opportunities ETF 1.2 100 -60 2.3 -1.7
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 10 5.1 +1.1
DFNL Davis Select Financial ETF 1.2 63 -23 7.2 +3.3
VBK Vanguard Small-Cap Growth ETF 1.2 7 33 1.3 -2.7
SPIT F/m Emerald Special Situations ETF 1.2 105 -65 -0.7 -4.7
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 5.6 +1.6
SMAP Amplify Small-Mid Cap Equity ETF 1.2 60 -20 4.4 +0.4
CVAR Cultivar ETF 1.2 87 -47 6.9 +3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 30 4.1 +0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.2 12 28 5.4 +1.5
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -15 3.8 -0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 6.5 +2.5
YNOT Horizon Digital Frontier ETF 1.1 75 -35 2.6 -1.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.0 -1.0
FLDZ RiverNorth Patriot ETF 1.1 75 -35 5.5 +1.6
ABIG Argent Large Cap ETF 1.1 49 -9 4.3 +0.4
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 -12 6.5 +2.5
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 5.9 +2.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.1 35 5 6.3 +2.3
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.7 +0.7
PY Principal Value ETF 1.1 15 25 7.0 +3.1
EBI Longview Advantage ETF 1.1 35 5 6.0 +2.0
JEPI JPMorgan Equity Premium Income ETF 1.1 35 5 4.8 +0.9
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 3.4 -0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.2 +2.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 15 5.5 +1.5
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -15 5.0 +1.1
TMFM Motley Fool Mid-Cap Growth ETF 1.0 85 -45 2.0 -2.0
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 4.3 +0.3
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.2 -1.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -35 4.1 +0.1
TIME Clockwise Core Equity & Innovation ETF 1.0 95 -55 2.1 -1.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 36 5.2 +1.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.0 15 25 9.1 +5.1
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -9 4.8 +0.8
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 5 3.4 -0.6
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 22 9.0 +5.0
SFGV Sequoia Global Value ETF 1.0 23 17 7.1 +3.1
FVAL Fidelity Value Factor ETF 1.0 15 25 6.0 +2.0
RCGE RockCreek Global Equality ETF 1.0 95 -55 5.9 +2.0
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -10 4.4 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 21 5.1 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 2.9 -1.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 3.4 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 7.8 +3.8
SFYF SoFi Social 50 ETF 0.9 29 11 0.8 -3.2
VB Vanguard Small-Cap ETF 0.9 5 35 5.2 +1.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 20 4.1 +0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.9 70 -30 9.6 +5.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 3.1 -0.9
VTWG Vanguard Russell 2000 Growth ETF 0.9 10 30 0.6 -3.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.9 60 -20 -0.9 -4.9
FDWM Fidelity Women's Leadership ETF 0.9 59 -19 3.7 -0.3
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.3 +1.3
QLTY GMO U.S. Quality ETF 0.8 50 -10 4.0 -0.0
OSCV Opus Small Cap Value ETF 0.8 79 -39 5.7 +1.7
ALIL Argent Focused Small Cap ETF 0.8 74 -34 5.6 +1.6
SMMD iShares Russell 2500 ETF 0.8 15 25 5.6 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 10 30 9.1 +5.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.8 59 -19 8.5 +4.5
PSC Principal U.S. Small-Cap ETF 0.8 38 2 3.7 -0.3
DSTL Distillate US Fundamental Stability & Value ETF 0.8 39 1 7.6 +3.6
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 5 6.4 +2.4
RSSL Global X Russell 2000 ETF 0.8 8 32 2.7 -1.3
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 6.5 +2.5
CSMD Congress SMid Growth ETF 0.8 69 -29 3.5 -0.5
IWM iShares Russell 2000 ETF 0.8 19 21 2.7 -1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 1 7.6 +3.6
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -15 11.0 +7.0
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 1 7.5 +3.5
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 2.9 -1.1
TTAC FCF US Quality ETF 0.7 59 -19 5.4 +1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 9.6 +5.6
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -45 3.7 -0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.4 -0.6
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 7.8 +3.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 5 3.0 -0.9
MFVL Motley Fool Value Factor ETF 0.7 50 -10 5.6 +1.7
VBR Vanguard Small Cap Value ETF 0.7 7 33 7.8 +3.9
FESM Fidelity Enhanced Small Cap ETF 0.7 28 12 2.3 -1.6
DGT State Street SPDR Global Dow ETF 0.7 50 -10 5.7 +1.7
SXQG ETC 6 Meridian Quality Growth ETF 0.7 100 -60 2.9 -1.1
XLG Invesco S&P 500 Top 50 ETF 0.7 20 20 3.6 -0.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.7 89 -49 7.8 +3.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.7 36 4 8.4 +4.5
TMFG Motley Fool Global Opportunities ETF 0.7 85 -45 3.7 -0.3
TMFS Motley Fool Small-Cap Growth ETF 0.7 85 -45 1.1 -2.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.7 55 -15 3.1 -0.8
COPY Tweedy, Browne Insider + Value ETF 0.7 80 -40 14.9 +11.0
DBSC Deepwater Beachfront Small Cap ETF 0.7 85 -45 1.1 -2.9
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 18 5.0 +1.0
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.6 +1.6
SDY State Street SPDR S&P Dividend ETF 0.6 35 5 6.1 +2.1
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 8.0 +4.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 20 5.6 +1.6
SCHA Schwab U.S. Small-Cap ETF 0.6 4 36 4.4 +0.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 25 6.4 +2.4
IUS Invesco RAFI Strategic US ETF 0.6 19 21 5.8 +1.8
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.3 +3.3
EES WisdomTree U.S. SmallCap Fund 0.6 38 2 7.9 +3.9
FDG American Century Focused Dynamic Growth ETF 0.6 45 -5 1.7 -2.3
ANEW ProShares MSCI Transformational Changes ETF 0.6 45 -5 4.4 +0.5
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 27 5.6 +1.6
DUHP Dimensional US High Profitability ETF 0.6 21 19 5.2 +1.2
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 3.5 -0.5
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 22 3.3 -0.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.6 20 20 8.8 +4.8
IWF iShares Russell 1000 Growth ETF 0.6 19 21 3.4 -0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 5 4.4 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 2 8.1 +4.1
GKAT Scharf Global Opportunity ETF 0.5 57 -17 5.7 +1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 11 6.4 +2.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 5 6.0 +2.0
VTWO Vanguard Russell 2000 ETF 0.5 7 33 2.8 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -27 8.6 +4.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -20 6.2 +2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -25 4.8 +0.8
IEDI iShares U.S. Consumer Focused ETF 0.4 18 22 4.8 +0.8
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 12 2.9 -1.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 0 3.9 -0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -2 4.2 +0.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 28 3.4 -0.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 0.8 -3.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 5 8.7 +4.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 0 3.3 -0.7
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 3.5 -0.5
GLRY Inspire Faithward Mid Cap Momentum ETF 0.4 80 -40 3.6 -0.4
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 11 9.9 +6.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 -15 9.0 +5.0
CTEF Castellan Targeted Equity ETF 0.4 45 -5 2.9 -1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 22 6.8 +2.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 16 7.1 +3.1
XMLV Invesco S&P MidCap Low Volatility ETF 0.4 25 15 6.7 +2.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.4 49 -9 6.5 +2.6
NIXT Research Affiliates Deletions ETF 0.4 9 31 6.6 +2.6
MFIG Motley Fool Innovative Growth Factor ETF 0.4 50 -10 2.8 -1.2
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.4 35 5 6.1 +2.2
SURE AdvisorShares Insiders Advantage ETF 0.4 90 -50 8.1 +4.1
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 4.0 +0.1
ABLS Abacus FCF Small Cap Leaders ETF 0.4 59 -19 4.7 +0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 10 3.7 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 -19 7.6 +3.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 8.9 +5.0
CGGR Capital Group Growth ETF 0.3 39 1 2.5 -1.5
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 22 0.0 -4.0
CGGO Capital Group Global Growth Equity ETF 0.3 47 -7 4.2 +0.2
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.8 -1.2
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -66 10.1 +6.1
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 5.9 +1.9
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 12 8.7 +4.7
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.2 +1.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.4 +1.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 35 7.6 +3.6
DHS WisdomTree U.S. High Dividend Fund 0.2 38 2 8.1 +4.2
VFVA Vanguard U.S. Value Factor ETF 0.2 13 27 9.4 +5.5
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 4.7 +0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 -0.6 -4.6
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 34 7.0 +3.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -20 8.0 +4.0
JPSV JPMorgan Active Small Cap Value ETF 0.1 74 -34 7.5 +3.5
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 15.6 +11.6
SCHD Schwab US Dividend Equity ETF 0.1 6 34 8.3 +4.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 9.8 +5.8
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 -25 7.1 +3.1
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 28 7.1 +3.1
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -19 3.3 -0.6
DURA VanEck Durable High Dividend ETF 0.1 29 11 6.5 +2.5
ROSC Hartford Multifactor Small Cap ETF 0.1 34 6 7.2 +3.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 7.8 +3.8
HDV iShares Core High Dividend ETF 0.1 8 32 6.0 +2.0
IWN iShares Russell 2000 Value ETF 0.1 24 16 4.8 +0.9
VTWV Vanguard Russell 2000 Value ETF 0.1 10 30 5.0 +1.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 3 5.4 +1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.0 50 -10 3.4 -0.6
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 8.9 +4.9
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -25 0.0 -4.0

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 iShares U.S. Broker-Dealers & Securities Exchanges 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 13.2 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 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.