iShares U.S. Broker-Dealers & Securities Exchanges ETF
ALTAR
Score™		 4.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 20.4x P/Sales
ratio		 4.4x
P/BV
ratio		 3.0x 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) $1,671
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 33
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 19.1 %
MORGAN STANLEY 14.5 %
SCHWAB (CHARLES) CORP 11.0 %
CME GROUP INC 5.6 %
INTERCONTINENTALEXCHANGE INC 4.6 %
MOODY'S CORP 4.3 %
MSCI INC-A 4.3 %
S&P GLOBAL, INC. 4.1 %
NASDAQ OMX GROUP/THE 3.9 %
INTERACTIVE BROKERS GRO-CL A 3.6 %
Total 74.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.8% 12.9% 15.5% 19.0% 7.9%

Market Correlations
versus... Beta R-squared
S&P500 1.10 72%
MSCI EAFE 1.06 48%
MSCI Emg. Mkts. 0.87 39%

Technical Indicators
Recent close $170.50
30d moving avg. $178.43
Annualized volatility 20.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.0%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 221
Turnover 2.3%
Bid/Ask (% of price) 0.06%
ADV underlying (mns) $5,696

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 686 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™: 4.1%


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
(%)
LVDS JPMorgan Fundamental Data Science Large Value ETF 22.0 49 -9 5.2 +1.0
IYF iShares U.S. Financials ETF 21.8 40 0 5.8 +1.6
IYG iShares US Financial Services ETF 20.7 40 0 5.4 +1.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 19.9 40 0 6.4 +2.3
PFI Invesco Dorsey Wright Financial Momentum ETF 17.8 60 -20 5.0 +0.8
XLF The Financial Select Sector SPDR Fund 17.5 8 32 5.8 +1.6
FNCL Fidelity MSCI Financials Index ETF 16.9 8 32 6.2 +2.0
VFH Vanguard Financials ETF 16.9 9 31 6.2 +2.1
KBWB Invesco KBW Bank ETF 16.8 35 5 7.2 +3.1
BCDF Horizon Kinetics Blockchain Development ETF 16.1 85 -45 3.6 -0.5
TOLL Tema Durable Quality ETF 14.9 75 -35 4.1 -0.1
DIA SPDR Dow Jones Industrial Average ETF 11.2 16 24 4.8 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 11.0 60 -20 4.8 +0.7
NUDV Nuveen ESG Dividend ETF 10.9 26 14 6.1 +1.9
STCE Schwab Crypto Thematic ETF 10.1 30 10 3.0 -1.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.7 38 2 5.2 +1.1
FDFF Fidelity Disruptive Finance ETF 9.5 50 -10 5.4 +1.2
IXG iShares Global Financials ETF 9.0 42 -2 6.5 +2.3
CWS AdvisorShares Focused Equity ETF 8.8 84 -44 4.5 +0.4
MAVF Matrix Advisors Value ETF 8.6 75 -35 5.2 +1.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.4 65 -25 3.6 -0.6
FXO First Trust Financials AlphaDEX Fund 8.4 62 -22 8.2 +4.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.3 60 -20 4.2 +0.1
PWV Invesco Large Cap Value ETF 8.3 55 -15 6.5 +2.3
SAMM Strategas Macro Momentum ETF 8.0 66 -26 3.7 -0.4
NULV Nuveen ESG Large-Cap Value ETF 7.8 26 14 5.4 +1.2
BLOK Amplify Transformational Data Sharing ETF 7.6 75 -35 -0.1 -4.2
KONG Formidable Fortress ETF 7.5 89 -49 5.0 +0.9
DIVZ TrueShares Low Volatility Equity Income ETF 7.5 65 -25 5.7 +1.6
PWB Invesco Large Cap Growth ETF 7.3 56 -16 2.2 -2.0
BPAY BlackRock Future Financial and Technology ETF 7.1 70 -30 5.6 +1.4
FTCS First Trust Capital Strength ETF 7.1 55 -15 5.2 +1.0
JOET Virtus Terranova US Quality Momentum ETF 6.9 29 11 3.9 -0.3
GSIB Themes Global Systemically Important Banks ETF 6.9 35 5 9.4 +5.3
DIVL Madison Dividend Value ETF 6.7 65 -25 4.7 +0.5
FTC First Trust Large Cap Growth AlphaDEX Fund 6.7 59 -19 1.9 -2.2
ARKF ARK Fintech Innovation ETF 6.5 75 -35 0.2 -4.0
GRNY Fundstrat Granny Shots US Large Cap ETF 6.5 75 -35 2.3 -1.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 6.3 85 -45 2.6 -1.5
PDP Invesco Dorsey Wright Momentum ETF 6.3 62 -22 1.6 -2.5
LEAD Siren DIVCON Leaders Dividend ETF 6.2 43 -3 3.7 -0.5
NULC Nuveen ESG Large-Cap ETF 6.1 21 19 4.2 +0.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.0 49 -9 3.9 -0.3
STXD Strive 1000 Dividend Growth ETF 6.0 35 5 4.4 +0.3
SPMO Invesco S&P 500 Momentum ETF 6.0 13 27 3.5 -0.7
STRN SMART Trend 25 ETF 6.0 59 -19 2.9 -1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.9 60 -20 6.6 +2.5
AOTS AOT Software Platform ETF 5.9 49 -9 4.5 +0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.8 79 -39 4.5 +0.3
EQRR ProShares Equities for Rising Rates ETF 5.8 35 5 6.4 +2.2
FTGS First Trust Growth Strength ETF 5.8 60 -20 3.5 -0.6
BWEB Bitwise Web3 ETF 5.6 85 -45 -0.1 -4.2
ARKK ARK Innovation ETF 5.6 75 -35 -3.0 -7.2
ARKW ARK Next Generation Internet ETF 5.6 87 -47 0.7 -3.4
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 5.6 85 -45 0.0 -4.1
HGRO Hedgeye Quality Growth ETF 5.6 70 -30 3.5 -0.7
YALL God Bless America ETF 5.6 65 -25 4.0 -0.1
LCF Touchstone US Large Cap Focused ETF 5.5 69 -29 3.7 -0.4
VOT Vanguard Mid-Cap Growth ETF 5.4 7 33 3.1 -1.0
AQEC AQE Core ETF 5.4 49 -9 4.9 +0.8
BDIV AAM Brentview Dividend Growth ETF 5.4 49 -9 3.7 -0.5
PKW Invesco Buyback Achievers ETF 5.4 62 -22 7.2 +3.1
CAML Congress Large Cap Growth ETF 5.3 66 -26 2.4 -1.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.3 68 -28 0.7 -3.4
LRGC AB US Large Cap Strategic Equities ETF 5.2 48 -8 4.0 -0.2
BITQ Bitwise Crypto Industry Innovators ETF 5.2 85 -45 -2.4 -6.5
AOTG AOT Growth and Innovation ETF 5.1 75 -35 1.5 -2.7
QUVU Hartford Quality Value ETF 4.9 46 -6 5.7 +1.5
REVS Columbia Research Enhanced Value ETF 4.9 19 21 6.9 +2.8
LST Leuthold Select Industries ETF 4.8 91 -51 5.1 +1.0
MFMO Motley Fool Momentum Factor ETF 4.8 50 -10 2.3 -1.9
TXS Texas Capital Texas Equity Index ETF 4.8 49 -9 5.0 +0.8
DVGR DAC 3D Dividend Growth ETF 4.8 65 -25 4.8 +0.6
LOGO Alpha Brands Consumption Leaders ETF 4.8 69 -29 2.5 -1.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 25 5.5 +1.4
VALQ American Century U.S. Quality Value ETF 4.8 29 11 6.9 +2.7
UDI USCF Dividend Income Fund 4.7 65 -25 6.7 +2.5
BLCR iShares Large Cap Core Active ETF 4.7 36 4 3.1 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.7 58 -18 4.8 +0.7
VIG Vanguard Dividend Appreciation ETF 4.7 5 35 5.0 +0.8
TMFX Motley Fool Next Index ETF 4.7 50 -10 3.0 -1.1
VUSV Vanguard Wellington U.S. Value Active ETF 4.7 30 10 5.8 +1.7
ASLV Allspring Special Large Value ETF 4.6 35 5 5.2 +1.0
LGCF Themes US Cash Flow Champions ETF 4.6 30 10 7.3 +3.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.6 52 -12 4.8 +0.7
BELT iShares Long-Term U.S. Equity Active ETF 4.5 75 -35 2.4 -1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 25 3.2 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.4 12 28 3.7 -0.5
INCE Franklin Income Equity Focus ETF 4.4 29 11 5.3 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 4.4 25 15 4.8 +0.6
AUSF Global X Adaptive U.S. Factor ETF 4.4 27 13 7.9 +3.8
IWX iShares Russell Top 200 Value ETF 4.4 20 20 5.3 +1.1
IBLC iShares Blockchain and Tech ETF 4.4 47 -7 -1.4 -5.5
RFFC ALPS Active Equity Opportunity ETF 4.4 48 -8 3.7 -0.4
MTUM iShares MSCI USA Momentum Factor ETF 4.3 15 25 2.8 -1.3
AKRE Akre Focus ETF 4.3 106 -66 3.8 -0.3
RECS Columbia Research Enhanced Core ETF 4.3 15 25 5.4 +1.3
PFM Invesco Dividend Achievers ETF 4.3 53 -13 4.7 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 4.3 18 22 5.7 +1.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.3 52 -12 5.0 +0.9
DEMZ Democratic Large Cap Core ETF 4.3 45 -5 4.0 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 28 5.6 +1.5
BLCV iShares Large Cap Value Active ETF 4.2 53 -13 6.5 +2.4
MGV Vanguard Mega Cap Value ETF 4.2 7 33 5.6 +1.4
RNMC First Trust Mid Cap US Equity Select ETF 4.2 60 -20 6.2 +2.0
BIBL Inspire 100 ETF 4.2 35 5 4.5 +0.3
NBDS Neuberger Berman Disrupters ETF 4.2 55 -15 0.9 -3.3
FDMO Fidelity Momentum Factor ETF 4.1 15 25 2.6 -1.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.1 49 -9 5.0 +0.9
MDCP VictoryShares THB Mid Cap ESG ETF 4.1 55 -15 4.6 +0.5
CFA VictoryShares US 500 Volatility Wtd ETF 4.1 35 5 5.3 +1.1
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 22 5.9 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.0 40 0 5.2 +1.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.0 64 -24 1.4 -2.8
RNSC Furst Trust Small Cap US Equity Select ETF 4.0 60 -20 4.4 +0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 3.9 28 12 5.5 +1.4
VONV Vanguard Russell 1000 Value ETF 3.8 7 33 5.7 +1.6
JGLO JPMorgan Global Select Equity ETF 3.8 33 7 4.3 +0.2
GINN Goldman Sachs Innovate Equity ETF 3.8 52 -12 3.9 -0.2
XOEF iShares S&P 500 ex S&P 100 ETF 3.8 20 20 4.8 +0.6
IWD iShares Russell 1000 Value ETF 3.8 19 21 5.6 +1.5
XDAT Franklin Exponential Data ETF 3.8 50 -10 1.2 -2.9
VTV Vanguard Value ETF 3.8 4 36 5.9 +1.8
ALTL Pacer Lunt Large Cap Alternator ETF 3.8 60 -20 4.7 +0.5
MODL VictoryShares WestEnd U.S. Sector ETF 3.7 42 -2 4.2 +0.1
PCGG Polen Capital Global Growth ETF 3.7 85 -45 3.7 -0.4
CHGX AXS Change Finance ESG ETF 3.7 49 -9 4.8 +0.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.7 61 -21 -0.7 -4.9
PRXV Praxis Impact Large Cap Value ETF 3.7 36 4 5.7 +1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.7 25 15 4.3 +0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.7 12 28 5.3 +1.1
DTD WisdomTree U.S. Total Dividend Fund 3.7 28 12 5.8 +1.6
SRHQ SRH U.S. Quality ETF 3.6 35 5 6.6 +2.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.6 9 31 4.8 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 15 4.8 +0.7
DGRO iShares Core Dividend Growth ETF 3.6 8 32 5.6 +1.5
IETC iShares U.S. Tech Independence Focused ETF 3.6 18 22 3.2 -1.0
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.3 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 20 5.8 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 3.5 13 27 1.8 -2.3
SPHB Invesco S&P 500 High Beta ETF 3.5 25 15 4.1 -0.0
GLBL Pacer MSCI World Industry Advantage ETF 3.5 65 -25 3.7 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.5 31 9 5.7 +1.6
MAGA Point Bridge America First ETF 3.5 72 -32 5.1 +0.9
FFND Future Fund Active ETF 3.5 100 -60 4.4 +0.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.5 61 -21 1.5 -2.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.4 65 -25 5.2 +1.0
JGRO JPMorgan Active Growth ETF 3.4 44 -4 2.5 -1.7
SUSA iShares MSCI USA ESG Select ETF 3.4 25 15 4.2 +0.0
YOKE Yoke Core ETF 3.4 42 -2 3.8 -0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 11 6.4 +2.2
LOWV AB US Low Volatility Equity ETF 3.4 48 -8 4.3 +0.2
FVD First Trust Value Line Dividend Index Fund 3.3 65 -25 5.4 +1.3
SCHV Schwab U.S. Large-Cap Value ETF 3.3 4 36 5.8 +1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.3 19 21 4.9 +0.7
DXIV Dimensional International Vector Equity ETF 3.3 34 6 6.6 +2.5
OALC OneAscent Large Cap Core ETF 3.3 86 -46 3.7 -0.5
FSCS First Trust SMID Capital Strength ETF 3.3 60 -20 6.6 +2.4
MID American Century Mid Cap Growth Impact ETF 3.3 45 -5 2.9 -1.3
CZAR Themes Natural Monopoly ETF 3.3 35 5 5.2 +1.1
JAVA JPMorgan Active Value ETF 3.3 44 -4 5.6 +1.5
FINX Global X FinTech ETF 3.3 68 -28 2.8 -1.3
BCOR Grayscale Bitcoin Adopters ETF 3.3 59 -19 1.8 -2.4
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -10 4.7 +0.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.2 60 -20 5.1 +0.9
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 6.4 +2.3
PTL Inspire 500 ETF 3.2 9 31 4.6 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 4.5 +0.4
VDIG Vanguard Wellington Dividend Growth Active ETF 3.2 40 0 4.4 +0.2
ACVF American Conservative Values ETF 3.2 75 -35 3.8 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.2 50 -10 6.1 +1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 5.3 +1.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.2 56 -16 7.0 +2.9
GDIV Harbor Dividend Growth Leaders ETF 3.2 50 -10 4.1 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 33 4.5 +0.3
VO Vanguard Mid-Cap ETF 3.2 4 36 5.3 +1.2
AGQI First Trust Active Global Quality Income ETF 3.2 85 -45 6.6 +2.4
TEXN iShares Texas Equity ETF 3.1 20 20 5.3 +1.1
FMKT The Free Markets ETF 3.1 76 -36 4.2 +0.0
EQIN Columbia US Equity Income ETF 3.1 35 5 6.1 +2.0
GSPY Gotham Enhanced 500 ETF 3.1 50 -10 4.6 +0.4
BEEX BeeHive ETF 3.1 84 -44 3.9 -0.3
BEEZ Honeytree U.S. Equity ETF 3.1 64 -24 3.5 -0.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.1 70 -30 4.5 +0.3
MDLV Morgan Dempsey Large Cap Value ETF 3.1 58 -18 5.7 +1.6
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 30 4.5 +0.4
ACSI American Customer Satisfaction ETF 3.1 65 -25 4.8 +0.7
AFOS ARS Focused Opportunities Strategy ETF 3.1 45 -5 2.2 -1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.1 8 32 4.5 +0.4
PSCF Invesco S&P SmallCap Financials ETF 3.0 29 11 8.7 +4.6
DFLV Dimensional US Large Cap Value ETF 3.0 22 18 6.4 +2.2
FMDE Fidelity Enhanced Mid Cap ETF 3.0 23 17 5.5 +1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 -35 6.3 +2.2
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 25 5.2 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.5 +1.4
BGDV Bahl & Gaynor Dividend ETF 3.0 45 -5 4.0 -0.2
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 30 4.1 -0.0
DIVS SmartETFs Dividend Builder ETF 3.0 65 -25 4.4 +0.3
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 20 5.9 +1.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 2.9 39 1 -1.3 -5.4
CBSE Clough Select Equity ETF 2.9 85 -45 0.5 -3.7
DAPP VanEck Digital Transformation ETF 2.9 50 -10 0.0 -4.1
BKCH Global X Blockchain ETF 2.9 50 -10 -3.2 -7.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 2.9 75 -35 5.8 +1.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.9 7 33 6.5 +2.4
JPEF JPMorgan Equity Focus ETF 2.9 50 -10 3.8 -0.3
OPTZ Optimize Strategy Index ETF 2.9 50 -10 4.0 -0.2
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 22 4.8 +0.6
MOAT VanEck Morningstar Wide Moat ETF 2.9 46 -6 5.3 +1.2
ESGU iShares ESG Aware MSCI USA ETF 2.9 15 25 4.3 +0.2
FSGS First Trust SMID Growth Strength ETF 2.9 60 -20 4.8 +0.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.8 48 -8 5.3 +1.2
KAT Scharf ETF 2.8 87 -47 5.9 +1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 2.8 6 34 3.6 -0.6
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 4.6 +0.4
VYM Vanguard High Dividend Yield Index ETF 2.8 6 34 6.1 +2.0
JSTC Adasina Social Justice All Cap Global ETF 2.8 89 -49 4.6 +0.5
DON WisdomTree U.S. MidCap Dividend Fund 2.8 38 2 8.1 +3.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -19 5.2 +1.0
PSET Principal Quality ETF 2.8 15 25 4.7 +0.6
FQAL Fidelity Quality Factor ETF 2.8 15 25 4.8 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 -35 3.4 -0.8
DSI iShares MSCI KLD 400 Social ETF 2.7 25 15 4.3 +0.2
XMHQ Invesco S&P MidCap Quality ETF 2.7 25 15 5.9 +1.8
RUNN Running Oak Efficient Growth ETF 2.7 58 -18 4.5 +0.3
JHDV John Hancock U.S. High Dividend ETF 2.7 34 6 6.3 +2.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.7 18 22 5.0 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.7 10 30 3.9 -0.3
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 4.7 +0.5
STOX Horizon Core Equity ETF 2.7 70 -30 3.7 -0.4
ILCV iShares Morningstar Value ETF 2.7 4 36 5.4 +1.3
SFTY Horizon Managed Risk ETF 2.7 77 -37 3.6 -0.5
TOPC iShares S&P 500 3% Capped ETF 2.7 15 25 4.5 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.7 10 30 4.4 +0.2
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.7 10 30 3.9 -0.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.7 18 22 3.9 -0.3
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 1 6.4 +2.3
FELC Fidelity Enhanced Large Cap Core ETF 2.7 18 22 4.5 +0.4
KRMA Global X Conscious Companies ETF 2.7 43 -3 5.4 +1.3
DAK Dakota Active Equity ETF 2.7 43 -3 3.8 -0.3
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 31 4.4 +0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 25 6.9 +2.8
TMFC Motley Fool 100 Index ETF 2.6 50 -10 3.1 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.6 9 31 4.1 -0.0
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 31 5.5 +1.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -8 7.8 +3.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 26 4.3 +0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.6 32 8 4.1 0.0
VNSE Natixis Vaughan Nelson Select ETF 2.6 80 -40 3.4 -0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 9 1.8 -2.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 10 30 3.9 -0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 25 3.9 -0.2
ENHU iShares Enhanced Large Cap Core Active ETF 2.6 22 18 4.3 +0.1
VOOV Vanguard S&P 500 Value ETF 2.6 7 33 5.7 +1.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 25 4.5 +0.3
SIZE iShares MSCI USA Size Factor ETF 2.6 15 25 5.6 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 11 4.2 +0.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 4.5 +0.3
ICAP InfraCap Equity Income Fund ETF 2.6 171 -131 4.5 +0.4
FLQL Franklin LibertyQ U.S. Equity ETF 2.6 15 25 4.8 +0.6
IVE iShares S&P 500 Value ETF 2.5 18 22 5.6 +1.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.5 4 36 5.7 +1.6
IWS iShares Russell Mid-Cap Value ETF 2.5 23 17 6.3 +2.1
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -2 5.5 +1.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 34 2.8 -1.3
KLMN Invesco MSCI North America Climate ETF 2.5 9 31 4.5 +0.3
SWP SWP Growth & Income ETF 2.5 99 -59 4.1 -0.0
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 22 6.1 +2.0
IVRS iShares Future Metaverse Tech and Communications ETF 2.5 47 -7 5.1 +0.9
IUSV iShares Core S&P US Value ETF 2.5 4 36 5.8 +1.7
XVV iShares ESG Screened S&P 500 ETF 2.5 8 32 4.3 +0.1
SUSL iShares ESG MSCI USA Leaders ETF 2.5 10 30 4.4 +0.2
IWR iShares Russell Midcap ETF 2.5 19 21 5.5 +1.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.2 +0.1
MBOX Freedom Day Dividend ETF 2.5 39 1 7.0 +2.8
EPS WisdomTree U.S. LargeCap Fund 2.5 8 32 5.0 +0.8
FLV American Century Focused Large Cap Value ETF 2.5 42 -2 5.9 +1.8
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 -2 3.8 -0.4
BRIF FIS Bright Portfolios Focused Equity ETF 2.4 65 -25 3.7 -0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 25 5.2 +1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 4 4.2 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.4 28 12 5.0 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.3 +0.1
PBUS Invesco MSCI USA ETF 2.4 4 36 4.4 +0.2
GK AdvisorShares Gerber Kawasaki ETF 2.4 75 -35 1.6 -2.6
FFF Founders 100 ETF 2.4 75 -35 2.6 -1.6
HYP Golden Eagle Dynamic Hypergrowth ETF 2.4 85 -45 -0.8 -4.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 29 4.5 +0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.4 35 5 5.2 +1.0
XT iShares Exponential Technologies ETF 2.4 46 -6 4.3 +0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 31 4.5 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.3 +0.2
DIVE Dana Concentrated Dividend ETF 2.4 65 -25 6.8 +2.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.4 12 28 3.7 -0.4
OEI Optimized Equity Income ETF 2.4 75 -35 3.4 -0.7
BUZZ VanEck Social Sentiment ETF 2.4 75 -35 -0.7 -4.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 5.8 +1.7
USMV iShares MSCI USA Min Vol Factor ETF 2.4 15 25 5.1 +0.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 38 4.3 +0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -35 2.2 -2.0
CHRI Global X S&P 500 Christian Values ETF 2.3 29 11 4.1 -0.0
VV Vanguard Large-Cap ETF 2.3 4 36 4.3 +0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.3 +0.2
DIVB iShares Core Dividend ETF 2.3 5 35 7.4 +3.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.3 29 11 6.8 +2.7
LQPE PEO AlphaQuest Thematic PE ETF 2.3 125 -85 5.1 +1.0
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 28 6.6 +2.4
STXV Strive 1000 Value ETF 2.3 18 22 6.9 +2.8
VOTE TCW Transform 500 ETF 2.3 5 35 4.3 +0.1
LRGF iShares U.S. Equity Factor ETF 2.3 8 32 4.8 +0.7
STRV Strive 500 ETF 2.3 5 35 4.3 +0.1
AVUS Avantis U.S. Equity ETF 2.3 15 25 5.0 +0.8
IWP iShares Russell Mid-Cap Growth ETF 2.3 23 17 2.8 -1.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 4.1 0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.3 54 -14 5.8 +1.6
GXLC Global X U.S. 500 ETF 2.3 2 38 4.3 +0.1
VUSE Vident U.S. Equity Strategy ETF 2.3 50 -10 3.8 -0.4
SCHX Schwab U.S. Large-Cap ETF 2.2 3 37 4.4 +0.3
GGRW Gabelli Growth Innovators ETF 2.2 90 -50 2.0 -2.1
VOO Vanguard S&P 500 ETF 2.2 3 37 4.4 +0.2
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 25 6.0 +1.9
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -15 4.1 0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 20 4.4 +0.3
DFUS Dimensional U.S. Equity ETF 2.2 9 31 4.3 +0.1
IVV iShares Core S&P 500 ETF 2.2 3 37 4.4 +0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 2.2 2 38 4.4 +0.2
SPY SPDR S&P 500 ETF 2.2 9 31 4.3 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 27 5.6 +1.5
IYY iShares Dow Jones U.S. ETF 2.2 20 20 4.2 +0.1
STXG Strive 1000 Growth ETF 2.2 18 22 3.3 -0.8
SCHK Schwab 1000 Index ETF 2.2 5 35 4.4 +0.3
VONE Vanguard Russell 1000 ETF 2.2 7 33 4.4 +0.2
DFUV Dimensional US Marketwide Value ETF 2.2 22 18 6.4 +2.3
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 -12 5.8 +1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.2 18 22 4.1 -0.1
IWB iShares Russell 1000 ETF 2.2 15 25 4.3 +0.2
SFY SoFi Select 500 ETF 2.2 0 40 4.0 -0.2
CGDG Capital Group Dividend Growers ETF 2.2 47 -7 5.1 +1.0
MGC Vanguard Mega Cap ETF 2.2 7 33 4.1 -0.1
VTI Vanguard Total Stock Market ETF 2.2 3 37 4.3 +0.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.2 3 37 4.5 +0.4
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 3.4 -0.8
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.3 +0.1
PRF Invesco FTSE RAFI US 1000 ETF 2.1 34 6 5.9 +1.8
SCHB Schwab U.S. Broad Market ETF 2.1 3 37 4.4 +0.3
TBG TBG Dividend Focus ETF 2.1 59 -19 6.2 +2.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.1 65 -25 7.8 +3.7
AVMV Avantis U.S. Mid Cap Value ETF 2.1 20 20 7.4 +3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 37 4.3 +0.2
VTHR Vanguard Russell 3000 ETF 2.1 7 33 4.3 +0.2
IWV iShares Russell 3000 ETF 2.1 20 20 4.2 +0.0
IWL iShares Russell Top 200 ETF 2.1 15 25 4.0 -0.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.1 +1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -5 2.7 -1.5
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -39 3.4 -0.7
RVRB Reverb ETF 2.1 30 10 4.1 -0.1
FTDS First Trust Dividend Strength ETF 2.1 70 -30 6.9 +2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.1 -0.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.1 43 -3 5.1 +1.0
DFAU Dimensional US Core Equity Market ETF 2.1 12 28 4.5 +0.3
IJR iShares Core S&P Small Cap ETF 2.1 6 34 6.7 +2.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -40 3.7 -0.5
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 28 5.2 +1.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.0 30 10 4.2 +0.1
RJDI RJ Eagle GCM Dividend Select Income ETF 2.0 55 -15 4.5 +0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -30 2.1 -2.0
DFVX Dimensional US Large Cap Vector ETF 2.0 22 18 5.4 +1.2
GVLU Gotham 1000 Value ETF 2.0 50 -10 8.1 +3.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -20 5.8 +1.6
VEGN US Vegan Climate ETF 2.0 60 -20 4.1 -0.0
DCOR Dimensional US Core Equity 1 ETF 2.0 14 26 4.8 +0.6
XMMO Invesco S&P MidCap Momentum ETF 2.0 34 6 3.6 -0.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.0 12 28 6.5 +2.3
WTV WisdomTree US Value Fund of Benef Interest 2.0 12 28 7.8 +3.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.0 65 -25 4.8 +0.7
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 25 4.0 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 11 6.5 +2.4
RAUS RACWI US ETF 2.0 15 25 4.4 +0.2
USEW Cambria US EW ETF 2.0 30 10 4.2 +0.1
XSMO Invesco S&P SmallCap Momentum ETF 2.0 39 1 3.9 -0.3
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 5.9 +1.8
ULVM VictoryShares US Value Momentum ETF 2.0 20 20 6.3 +2.2
DEUS Xtrackers Russell US Multifactor ETF 2.0 17 23 6.5 +2.3
SMOX Horizon Small/Mid Cap Core Equity ETF 1.9 75 -35 5.6 +1.4
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 4.7 +0.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 6.6 +2.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 25 5.0 +0.9
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.3 +1.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.9 35 5 5.7 +1.5
VOOG Vanguard S&P 500 Growth ETF 1.9 7 33 3.2 -0.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 6.8 +2.6
IVW iShares S&P 500 Growth ETF 1.9 18 22 3.1 -1.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.9 4 36 3.2 -0.9
SHRY First Trust Bloomberg Shareholder Yield ETF 1.9 60 -20 8.1 +4.0
DIHP Dimensional International High Profitability ETF 1.9 29 11 5.7 +1.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 23 4.9 +0.7
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 36 3.3 -0.9
ROUS Hartford Multifactor US Equity ETF 1.9 19 21 5.6 +1.4
DTEC ALPS Disruptive Technologies ETF 1.9 50 -10 3.7 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 25 5.2 +1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 4.6 +0.4
METV Roundhill Ball Metaverse ETF 1.8 59 -19 8.3 +4.2
BUYZ Franklin Disruptive Commerce ETF 1.8 50 -10 2.2 -1.9
FDLO Fidelity Low Volatility Factor ETF 1.8 15 25 4.8 +0.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 40 7.4 +3.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.8 30 10 6.6 +2.5
PNQI Invesco NASDAQ Internet ETF 1.8 60 -20 3.5 -0.6
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -12 7.5 +3.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 25 6.6 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 5.6 +1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.6 +1.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -9 4.1 -0.1
VFMF Vanguard U.S. Multifactor ETF 1.8 18 22 6.9 +2.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 25 6.3 +2.1
VOE Vanguard Mid-Cap Value ETF 1.7 7 33 6.8 +2.7
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 30 5.2 +1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 31 4.5 +0.3
FCPI Fidelity Stocks for Inflation ETF 1.7 15 25 6.0 +1.8
EZM WisdomTree U.S. MidCap Fund 1.7 38 2 8.2 +4.1
HDUS Hartford Disciplined US Equity ETF 1.7 19 21 4.9 +0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -35 4.8 +0.7
TOK iShares MSCI Kokusai ETF 1.7 26 14 4.5 +0.3
ITOL Tema International Durable Quality ETF 1.7 60 -20 5.0 +0.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 25 7.0 +2.8
WCEO Hypatia Women CEO ETF 1.7 85 -45 4.9 +0.8
APUE ActivePassive U.S. Equity ETF 1.7 45 -5 4.1 -0.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.7 25 15 6.5 +2.3
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 -9 6.5 +2.4
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.6 +1.4
FLRG Fidelity U.S. Multifactor ETF 1.6 15 25 5.9 +1.8
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 -25 2.5 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.6 25 15 6.5 +2.3
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -5 4.5 +0.4
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 5 6.1 +1.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -20 4.7 +0.6
SEMG Suncoast Select Growth ETF 1.6 60 -20 3.6 -0.5
URTH iShares MSCI World ETF 1.6 24 16 4.5 +0.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 36 3.4 -0.7
BGRO iShares Large Cap Growth Active ETF 1.6 55 -15 2.1 -2.1
PRXG Praxis Impact Large Cap Growth ETF 1.6 36 4 3.2 -0.9
LCLG Logan Capital Broad Innovative Growth ETF 1.6 99 -59 3.1 -1.0
GEW Cambria Global EW ETF 1.6 29 11 5.5 +1.3
ILCG iShares Morningstar Growth ETF 1.6 4 36 3.2 -1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 22 8.0 +3.9
FFOG Franklin Focused Growth ETF 1.6 61 -21 1.7 -2.5
OEF iShares S&P 100 ETF 1.5 20 20 4.0 -0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 28 4.6 +0.5
LIVR Intelligent Livermore ETF 1.5 69 -29 2.8 -1.3
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 3.6 -0.6
MVAL VanEck Morningstar Wide Moat Value ETF 1.5 49 -9 5.9 +1.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.5 12 28 7.0 +2.8
FPX First Trust US Equity Opportunities ETF 1.5 61 -21 0.9 -3.2
VXF Vanguard Extended Market ETF 1.5 5 35 4.0 -0.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.5 20 20 7.2 +3.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.0 +3.9
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 14 3.0 -1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 30 8.2 +4.0
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.3 +0.2
XSHQ Invesco S&P SmallCap Quality ETF 1.5 29 11 6.9 +2.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 1 3.7 -0.4
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 36 6.1 +2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 28 6.1 +1.9
DXUV Dimensional US Vector Equity ETF 1.5 28 12 5.4 +1.3
QGRO American Century U.S. Quality Growth ETF 1.5 29 11 3.9 -0.3
FDVV Fidelity High Dividend ETF 1.5 15 25 6.8 +2.7
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 1 7.4 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 20 6.1 +2.0
GQI Natixis Gateway Quality Income ETF 1.5 34 6 4.4 +0.3
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 25 4.5 +0.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 5 6.9 +2.7
MDY SPDR S&P Midcap 400 ETF Trust 1.4 23 17 6.1 +1.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 16 6.3 +2.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.4 38 2 6.8 +2.7
IJH iShares Core S&P Mid-Cap ETF 1.4 5 35 6.2 +2.1
SSPY Syntax Stratified LargeCap ETF 1.4 30 10 6.1 +2.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 10 7.3 +3.1
STXM Strive Mid-Cap ETF 1.4 18 22 5.5 +1.3
PRAY FIS Christian Stock Fund 1.4 69 -29 4.0 -0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.4 20 20 6.3 +2.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -40 5.6 +1.4
ACWI iShares MSCI ACWI ETF 1.4 32 8 4.9 +0.7
IWO iShares Russell 2000 Growth ETF 1.4 24 16 0.6 -3.6
NUSC Nuveen ESG Small-Cap ETF 1.4 31 9 5.1 +1.0
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 36 5.4 +1.3
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -32 5.9 +1.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 20 4.9 +0.8
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 5 2.9 -1.2
VBK Vanguard Small-Cap Growth ETF 1.4 7 33 1.3 -2.8
VUG Vanguard Growth ETF 1.4 4 36 3.5 -0.7
ABEQ Absolute Select Value ETF 1.4 85 -45 4.1 0.0
BLES Inspire Global Hope ETF 1.4 61 -21 5.9 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 33 6.2 +2.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 37 6.3 +2.1
BFOR ALPS Barron's 400 ETF 1.3 65 -25 5.0 +0.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 0 6.6 +2.5
TOGA Tremblant Global ETF 1.3 69 -29 -0.2 -4.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.3 70 -30 3.9 -0.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 6.4 +2.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 5.1 +0.9
SPIT F/m Emerald Special Situations ETF 1.3 105 -65 -0.7 -4.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 5.2 +1.1
ABFL Abacus FCF Leaders ETF 1.3 59 -19 3.9 -0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 23 4.2 +0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.3 39 1 7.4 +3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.3 9 31 4.0 -0.1
IOO iShares Global 100 ETF 1.3 41 -1 4.1 -0.1
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -10 5.3 +1.1
SMAP Amplify Small-Mid Cap Equity ETF 1.3 60 -20 4.5 +0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.3 30 10 4.0 -0.2
AVUQ Avantis U.S. Quality ETF 1.3 15 25 3.7 -0.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.3 35 5 5.0 +0.9
VT Vanguard Total World Stock ETF 1.3 6 34 5.2 +1.1
AIEQ AI Powered Equity ETF 1.3 75 -35 3.8 -0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 -40 5.7 +1.6
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 25 6.1 +1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.3 95 -55 -0.5 -4.7
SFYX SoFi Next 500 ETF 1.2 0 40 5.0 +0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 1 2.4 -1.7
FFOX FundX Future Fund Opportunities ETF 1.2 100 -60 2.4 -1.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 20 4.7 +0.6
DFNL Davis Select Financial ETF 1.2 63 -23 7.5 +3.4
AFLG First Trust Active Factor Large Cap ETF 1.2 55 -15 5.2 +1.1
GURU Global X Guru Index ETF 1.2 75 -35 2.6 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 30 4.3 +0.1
YNOT Horizon Digital Frontier ETF 1.2 75 -35 2.8 -1.3
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 10 5.2 +1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 25 4.3 +0.1
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 5.8 +1.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 6.4 +2.3
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 30 0.7 -3.5
IJS iShares S&P Small-Cap 600 Value ETF 1.1 18 22 9.4 +5.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.1 -1.1
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -15 3.8 -0.3
CVAR Cultivar ETF 1.1 87 -47 6.8 +2.6
FLDZ RiverNorth Patriot ETF 1.1 75 -35 5.6 +1.4
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 -12 6.7 +2.6
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.2 +2.0
ABIG Argent Large Cap ETF 1.1 49 -9 4.4 +0.3
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 3.5 -0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.4 +2.2
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.7 +0.5
PY Principal Value ETF 1.1 15 25 7.0 +2.8
JEPI JPMorgan Equity Premium Income ETF 1.1 35 5 4.7 +0.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 20 5.6 +1.4
TMFM Motley Fool Mid-Cap Growth ETF 1.1 85 -45 1.9 -2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -20 7.1 +2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 15 5.6 +1.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -35 4.3 +0.1
DBSC Deepwater Beachfront Small Cap ETF 1.0 85 -45 1.2 -2.9
EBI Longview Advantage ETF 1.0 35 5 6.2 +2.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 10 30 9.4 +5.3
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.3 -1.8
GOP Unusual Whales Subversive Republican Trading ETF 1.0 50 -10 4.6 +0.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 36 5.5 +1.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.0 15 25 9.4 +5.3
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -9 4.8 +0.7
VB Vanguard Small-Cap ETF 1.0 5 35 5.4 +1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 3.7 -0.5
FVAL Fidelity Value Factor ETF 1.0 15 25 6.1 +2.0
OSCV Opus Small Cap Value ETF 1.0 79 -39 5.8 +1.7
ALIL Argent Focused Small Cap ETF 1.0 74 -34 5.8 +1.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 21 5.1 +1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.0 39 1 7.6 +3.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.1 -1.1
SFYF SoFi Social 50 ETF 1.0 29 11 0.9 -3.3
SFGV Sequoia Global Value ETF 1.0 23 17 7.2 +3.0
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 8.2 +4.0
MFVL Motley Fool Value Factor ETF 0.9 50 -10 5.5 +1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 20 4.3 +0.2
FDWM Fidelity Women's Leadership ETF 0.9 59 -19 3.7 -0.5
QLTY GMO U.S. Quality ETF 0.8 50 -10 4.1 -0.0
PSC Principal U.S. Small-Cap ETF 0.8 38 2 3.9 -0.2
CSMD Congress SMid Growth ETF 0.8 69 -29 3.5 -0.7
RCGE RockCreek Global Equality ETF 0.8 95 -55 6.1 +2.0
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.5 +1.4
DIVN Horizon Dividend Income ETF 0.8 70 -30 6.4 +2.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -20 -0.9 -5.1
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 5 6.3 +2.2
SMMD iShares Russell 2500 ETF 0.8 15 25 5.9 +1.7
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 6.8 +2.7
VBR Vanguard Small Cap Value ETF 0.8 7 33 8.0 +3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 1 8.0 +3.8
STXK Strive Small-Cap ETF 0.8 18 22 5.3 +1.2
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 3.2 -1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 5 3.3 -0.8
TTAC FCF US Quality ETF 0.7 59 -19 5.3 +1.1
RSSL Global X Russell 2000 ETF 0.7 8 32 2.9 -1.2
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -45 3.9 -0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.5 -0.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.7 35 5 6.6 +2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 9.6 +5.5
IWM iShares Russell 2000 ETF 0.7 19 21 2.8 -1.3
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 8.5 +4.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 22 3.2 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 0.7 100 -60 2.8 -1.4
DGT State Street SPDR Global Dow ETF 0.7 50 -10 5.9 +1.8
XLG Invesco S&P 500 Top 50 ETF 0.7 20 20 3.7 -0.4
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 8.0 +3.9
FESM Fidelity Enhanced Small Cap ETF 0.7 28 12 2.5 -1.6
VTWO Vanguard Russell 2000 ETF 0.6 7 33 3.0 -1.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.6 36 4 9.0 +4.8
TMFG Motley Fool Global Opportunities ETF 0.6 85 -45 3.8 -0.4
TMFS Motley Fool Small-Cap Growth ETF 0.6 85 -45 1.2 -3.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -15 3.3 -0.8
COPY Tweedy, Browne Insider + Value ETF 0.6 80 -40 15.4 +11.3
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 18 4.9 +0.8
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.8 +1.7
ETHO Etho Climate Leadership U.S. ETF 0.6 47 -7 4.6 +0.5
ROE Astoria US Quality Kings ETF 0.6 49 -9 5.6 +1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 25 6.2 +2.1
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.3 +3.2
IUS Invesco RAFI Strategic US ETF 0.6 19 21 5.9 +1.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.6 89 -49 8.0 +3.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 20 5.5 +1.3
SDY State Street SPDR S&P Dividend ETF 0.6 35 5 5.9 +1.7
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 3.6 -0.6
FDG American Century Focused Dynamic Growth ETF 0.6 45 -5 1.8 -2.3
DUHP Dimensional US High Profitability ETF 0.6 21 19 5.1 +1.0
IWF iShares Russell 1000 Growth ETF 0.6 19 21 3.5 -0.7
ANEW ProShares MSCI Transformational Changes ETF 0.6 45 -5 4.5 +0.3
SCHA Schwab U.S. Small-Cap ETF 0.6 4 36 4.7 +0.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 22 3.4 -0.8
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 8.4 +4.3
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 27 5.6 +1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 5 4.7 +0.5
THRO iShares U.S. Thematic Rotation Active ETF 0.5 90 -50 3.3 -0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 5 6.1 +2.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 20 8.8 +4.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 11 6.7 +2.6
TIME Clockwise Core Equity & Innovation ETF 0.5 95 -55 2.2 -1.9
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 7.3 +3.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 2 8.4 +4.3
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 3.0 -1.2
EES WisdomTree U.S. SmallCap Fund 0.5 38 2 8.3 +4.1
IEDI iShares U.S. Consumer Focused ETF 0.5 18 22 4.7 +0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.4 60 -20 6.1 +1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -2 4.4 +0.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 0 4.2 +0.0
XMLV Invesco S&P MidCap Low Volatility ETF 0.4 25 15 6.6 +2.5
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.4 49 -9 6.6 +2.5
NIXT Research Affiliates Deletions ETF 0.4 9 31 7.1 +3.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 0.9 -3.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.4 35 5 6.4 +2.3
SURE AdvisorShares Insiders Advantage ETF 0.4 90 -50 8.1 +4.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.1 +5.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 4.3 +0.1
ABLS Abacus FCF Small Cap Leaders ETF 0.4 59 -19 4.8 +0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -40 6.6 +2.5
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 3.6 -0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 22 6.9 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 16 7.3 +3.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 0 3.5 -0.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 5 8.9 +4.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 10 4.0 -0.2
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 22 0.0 -4.1
CGGR Capital Group Growth ETF 0.3 39 1 2.6 -1.6
GLRY Inspire Faithward Mid Cap Momentum ETF 0.3 80 -40 3.9 -0.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 11 10.4 +6.2
CGGO Capital Group Global Growth Equity ETF 0.3 47 -7 4.4 +0.3
WSGE Warren Street Global Equity ETF 0.3 80 -40 3.0 -1.2
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -66 10.1 +6.0
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -35 6.3 +2.1
DHS WisdomTree U.S. High Dividend Fund 0.2 38 2 8.1 +3.9
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 12 8.9 +4.8
SCHD Schwab US Dividend Equity ETF 0.2 6 34 8.1 +4.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 35 7.5 +3.4
VFVA Vanguard U.S. Value Factor ETF 0.2 13 27 9.5 +5.4
FTA First Trust Large Cap Value AlphaDEX Fund 0.2 59 -19 7.7 +3.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 34 7.1 +2.9
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -27 8.7 +4.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -30 9.7 +5.5
ISMD Inspire Small/Mid Cap ETF 0.1 54 -14 5.6 +1.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -20 8.4 +4.3
JPSV JPMorgan Active Small Cap Value ETF 0.1 74 -34 7.8 +3.6
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 16.4 +12.3
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -10 2.8 -1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 5.8 +1.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 10.3 +6.1
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 28 7.3 +3.2
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 5.0 +0.8
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -19 3.3 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -10 3.3 -0.8
HDV iShares Core High Dividend ETF 0.1 8 32 5.8 +1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 3 5.4 +1.3
VTWV Vanguard Russell 2000 Value ETF 0.0 10 30 5.3 +1.1
IWN iShares Russell 2000 Value ETF 0.0 24 16 5.1 +1.0

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 2.9 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.1 %
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.