iShares U.S. Broker-Dealers & Securities Exchanges ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 22.3x P/Sales
ratio		 4.7x
P/BV
ratio		 3.2x Div.
yield		 1.5%


  • 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) $1,654
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) $131,944
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 17.9 %
MORGAN STANLEY 14.3 %
SCHWAB (CHARLES) CORP 11.1 %
S&P GLOBAL, INC. 4.7 %
MOODY'S CORP 4.7 %
CME GROUP INC 4.6 %
INTERCONTINENTALEXCHANGE INC 4.5 %
NASDAQ OMX GROUP/THE 4.4 %
MSCI INC-A 4.2 %
COINBASE GLOBAL, INC. CLASS A 3.9 %
Total 74.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
25.8% 25.8% 19.5% 17.7% 8.2%

Market Correlations
versus... Beta R-squared
S&P500 1.07 77%
MSCI EAFE 1.04 51%
MSCI Emg. Mkts. 0.88 42%

Technical Indicators
Recent close $181.81
30d moving avg. $177.03
Annualized volatility 20.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.0%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 94
Turnover 1.0%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $5,696

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 671 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™: 3.8%


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
(%)
KCE State Street SPDR S&P Capital Markets ETF 34.6 35 5 5.5 +1.8
IYF iShares U.S. Financials ETF 22.6 40 0 5.3 +1.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 21.8 49 -9 5.9 +2.1
IYG iShares US Financial Services ETF 21.3 40 0 4.8 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 20.0 40 0 6.1 +2.3
PFI Invesco Dorsey Wright Financial Momentum ETF 18.8 60 -20 4.3 +0.5
XLF The Financial Select Sector SPDR Fund 17.8 8 32 5.3 +1.5
VFH Vanguard Financials ETF 17.2 9 31 5.7 +1.9
STRN SMART Trend 25 ETF 17.0 59 -19 2.7 -1.1
FNCL Fidelity MSCI Financials Index ETF 16.9 8 32 5.7 +1.9
KBWB Invesco KBW Bank ETF 16.8 35 5 6.7 +2.9
TOLL Tema Durable Quality ETF 16.4 75 -35 4.4 +0.6
BCDF Horizon Kinetics Blockchain Development ETF 15.6 85 -45 3.9 +0.1
DIA SPDR Dow Jones Industrial Average ETF 11.3 16 24 4.7 +0.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 11.0 65 -25 3.0 -0.8
STCE Schwab Crypto Thematic ETF 10.9 30 10 3.5 -0.3
NUDV Nuveen ESG Dividend ETF 10.9 26 14 6.8 +3.0
FXO First Trust Financials AlphaDEX Fund 10.9 62 -22 7.3 +3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.0 38 2 5.8 +2.0
IXG iShares Global Financials ETF 9.7 42 -2 5.9 +2.1
FDFF Fidelity Disruptive Finance ETF 9.5 50 -10 4.0 +0.2
BLOK Amplify Transformational Data Sharing ETF 9.1 75 -35 0.3 -3.5
CWS AdvisorShares Focused Equity ETF 9.1 84 -44 4.7 +1.0
MAVF Matrix Advisors Value ETF 8.9 75 -35 5.0 +1.2
ARKF ARK Fintech Innovation ETF 8.5 75 -35 0.1 -3.7
FTGS First Trust Growth Strength ETF 8.4 60 -20 3.7 -0.1
FTCS First Trust Capital Strength ETF 8.4 55 -15 5.1 +1.3
PWV Invesco Large Cap Value ETF 8.3 55 -15 6.8 +3.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.1 60 -20 5.2 +1.4
SAMM Strategas Macro Momentum ETF 8.0 66 -26 1.9 -1.9
NULV Nuveen ESG Large-Cap Value ETF 7.8 26 14 5.7 +1.9
BPAY BlackRock Future Financial and Technology ETF 7.8 70 -30 5.7 +2.0
AOTG AOT Growth and Innovation ETF 7.8 75 -35 1.5 -2.3
GRNY Fundstrat Granny Shots US Large Cap ETF 7.7 75 -35 2.4 -1.4
ARKK ARK Innovation ETF 7.7 75 -35 -2.9 -6.7
ARKW ARK Next Generation Internet ETF 7.7 87 -47 0.7 -3.1
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 7.7 85 -45 -2.3 -6.1
DIVL Madison Dividend Value ETF 7.6 65 -25 4.9 +1.1
DIVZ TrueShares Low Volatility Equity Income ETF 7.5 65 -25 6.0 +2.2
LEAD Siren DIVCON Leaders Dividend ETF 7.4 43 -3 3.7 -0.1
PWB Invesco Large Cap Growth ETF 7.3 56 -16 2.0 -1.8
BWEB Bitwise Web3 ETF 7.2 85 -45 -0.1 -3.9
INFL Horizon Kinetics Inflation Beneficiaries ETF 7.1 85 -45 3.2 -0.6
GSIB Themes Global Systemically Important Banks ETF 7.1 35 5 8.3 +4.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.0 60 -20 3.6 -0.2
KONG Formidable Fortress ETF 6.9 89 -49 5.1 +1.3
JOET Virtus Terranova US Quality Momentum ETF 6.9 29 11 4.3 +0.5
VOT Vanguard Mid-Cap Growth ETF 6.9 7 33 3.0 -0.8
HGRO Hedgeye Quality Growth ETF 6.8 70 -30 3.0 -0.8
STXD Strive 1000 Dividend Growth ETF 6.6 35 5 4.3 +0.5
PDP Invesco Dorsey Wright Momentum ETF 6.3 62 -22 1.5 -2.3
BITQ Bitwise Crypto Industry Innovators ETF 6.2 85 -45 -2.0 -5.8
FTC First Trust Large Cap Growth AlphaDEX Fund 6.1 59 -19 1.6 -2.2
NULC Nuveen ESG Large-Cap ETF 6.1 21 19 4.5 +0.7
SPMO Invesco S&P 500 Momentum ETF 6.0 13 27 3.4 -0.4
BOUT Innovator IBD Breakout Opportunities ETF 5.9 81 -41 4.9 +1.1
IBLC iShares Blockchain and Tech ETF 5.8 47 -7 -1.5 -5.3
EQRR ProShares Equities for Rising Rates ETF 5.8 35 5 6.8 +3.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.6 49 -9 3.5 -0.3
BDIV AAM Brentview Dividend Growth ETF 5.5 49 -9 3.8 -0.0
BELT iShares Long-Term U.S. Equity Active ETF 5.5 75 -35 2.3 -1.5
LCF Touchstone US Large Cap Focused ETF 5.5 69 -29 3.6 -0.2
CAML Congress Large Cap Growth ETF 5.4 66 -26 2.5 -1.3
PKW Invesco Buyback Achievers ETF 5.4 62 -22 7.1 +3.3
BLCR iShares Large Cap Core Active ETF 5.4 36 4 3.1 -0.7
LRGC AB US Large Cap Strategic Equities ETF 5.2 48 -8 3.9 +0.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 5.2 68 -28 6.0 +2.3
NBDS Neuberger Berman Disrupters ETF 5.1 55 -15 0.5 -3.3
YALL God Bless America ETF 5.1 65 -25 4.0 +0.2
LST Leuthold Select Industries ETF 5.1 91 -51 4.9 +1.1
VIG Vanguard Dividend Appreciation ETF 5.0 5 35 4.9 +1.1
QUVU Hartford Quality Value ETF 4.9 46 -6 6.7 +2.9
FMKT The Free Markets ETF 4.9 76 -36 4.0 +0.2
REVS Columbia Research Enhanced Value ETF 4.9 19 21 7.0 +3.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.9 60 -20 5.3 +1.5
RFFC ALPS Active Equity Opportunity ETF 4.9 48 -8 3.7 -0.1
IWX iShares Russell Top 200 Value ETF 4.8 20 20 5.4 +1.6
LOGO Alpha Brands Consumption Leaders ETF 4.8 69 -29 2.5 -1.3
MTUM iShares MSCI USA Momentum Factor ETF 4.8 15 25 2.7 -1.1
TXS Texas Capital Texas Equity Index ETF 4.8 49 -9 5.4 +1.6
EVUS iShares ESG Aware MSCI USA Value ETF 4.8 18 22 5.7 +1.9
SNPV Xtrackers S&P 500 Value ESG ETF 4.8 15 25 6.1 +2.3
VALQ American Century U.S. Quality Value ETF 4.8 29 11 6.9 +3.1
UDI USCF Dividend Income Fund 4.7 65 -25 7.3 +3.5
AKRE Akre Focus ETF 4.7 106 -66 3.2 -0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.7 58 -18 5.0 +1.2
MGV Vanguard Mega Cap Value ETF 4.6 7 33 5.8 +2.0
XOEF iShares S&P 500 ex S&P 100 ETF 4.6 20 20 5.0 +1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.6 52 -12 5.1 +1.3
YOKE Yoke Core ETF 4.6 42 -2 4.1 +0.3
TMFX Motley Fool Next Index ETF 4.6 50 -10 2.7 -1.1
FSCS First Trust SMID Capital Strength ETF 4.5 60 -20 6.3 +2.5
ASLV Allspring Special Large Value ETF 4.5 35 5 6.0 +2.2
RNMC First Trust Mid Cap US Equity Select ETF 4.5 60 -20 6.1 +2.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 25 3.5 -0.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.5 52 -12 5.3 +1.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.4 49 -9 4.8 +1.0
JMOM JPMorgan U.S. Momentum Factor ETF 4.4 12 28 3.9 +0.1
INCE Franklin Income Equity Focus ETF 4.4 29 11 5.1 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 4.4 25 15 5.2 +1.4
IWD iShares Russell 1000 Value ETF 4.3 19 21 5.7 +1.9
RECS Columbia Research Enhanced Core ETF 4.3 15 25 5.1 +1.3
PFM Invesco Dividend Achievers ETF 4.3 53 -13 4.7 +0.9
VONV Vanguard Russell 1000 Value ETF 4.3 7 33 5.9 +2.1
DEMZ Democratic Large Cap Core ETF 4.3 45 -5 3.9 +0.1
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.2 12 28 5.5 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 4.2 12 28 5.9 +2.1
CHGX AXS Change Finance ESG ETF 4.2 49 -9 4.5 +0.7
BIBL Inspire 100 ETF 4.2 35 5 4.5 +0.7
FINX Global X FinTech ETF 4.2 68 -28 2.6 -1.2
BCOR Grayscale Bitcoin Adopters ETF 4.2 59 -19 2.2 -1.6
FSGS First Trust SMID Growth Strength ETF 4.1 60 -20 4.5 +0.7
BLCV iShares Large Cap Value Active ETF 4.1 53 -13 6.6 +2.8
FDMO Fidelity Momentum Factor ETF 4.1 15 25 3.1 -0.7
RNSC Furst Trust Small Cap US Equity Select ETF 4.1 60 -20 4.5 +0.7
AUSF Global X Adaptive U.S. Factor ETF 4.1 27 13 8.1 +4.3
CFA VictoryShares US 500 Volatility Wtd ETF 4.1 35 5 5.4 +1.6
ALTL Pacer Lunt Large Cap Alternator ETF 4.0 60 -20 4.3 +0.5
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 22 6.0 +2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.0 40 0 5.3 +1.6
BRIF FIS Bright Portfolios Focused Equity ETF 4.0 65 -25 3.9 +0.1
PRXV Praxis Impact Large Cap Value ETF 4.0 36 4 6.0 +2.2
VTV Vanguard Value ETF 4.0 4 36 6.1 +2.3
DGRO iShares Core Dividend Growth ETF 3.9 8 32 5.9 +2.1
VO Vanguard Mid-Cap ETF 3.9 4 36 5.4 +1.6
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.9 39 1 -0.8 -4.6
DAPP VanEck Digital Transformation ETF 3.9 50 -10 0.0 -3.8
BKCH Global X Blockchain ETF 3.9 50 -10 -2.9 -6.6
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.9 75 -35 4.9 +1.1
MAGA Point Bridge America First ETF 3.9 72 -32 5.8 +2.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.9 64 -24 0.9 -2.9
DLN WisdomTree U.S. LargeCap Dividend Fund 3.9 28 12 5.4 +1.6
JGLO JPMorgan Global Select Equity ETF 3.8 33 7 4.4 +0.6
GINN Goldman Sachs Innovate Equity ETF 3.8 52 -12 3.3 -0.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -10 6.5 +2.7
XDAT Franklin Exponential Data ETF 3.8 50 -10 1.9 -1.9
SUSA iShares MSCI USA ESG Select ETF 3.8 25 15 4.0 +0.2
FVD First Trust Value Line Dividend Index Fund 3.8 65 -25 5.8 +2.0
DXIV Dimensional International Vector Equity ETF 3.7 34 6 6.8 +3.0
TEXN iShares Texas Equity ETF 3.7 20 20 5.7 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 3.7 42 -2 4.0 +0.2
IETC iShares U.S. Tech Independence Focused ETF 3.7 18 22 2.9 -0.9
PCGG Polen Capital Global Growth ETF 3.7 85 -45 3.4 -0.4
GLBL Pacer MSCI World Industry Advantage ETF 3.7 65 -25 3.5 -0.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.7 61 -21 -0.6 -4.4
DTD WisdomTree U.S. Total Dividend Fund 3.7 28 12 5.7 +1.9
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 36 6.0 +2.2
SRHQ SRH U.S. Quality ETF 3.6 35 5 6.5 +2.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.6 9 31 4.9 +1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 15 5.2 +1.4
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.0 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 20 5.7 +1.9
MDCP VictoryShares THB Mid Cap ESG ETF 3.6 55 -15 5.1 +1.3
VOOV Vanguard S&P 500 Value ETF 3.6 7 33 5.6 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 3.5 13 27 2.6 -1.2
SPHB Invesco S&P 500 High Beta ETF 3.5 25 15 4.2 +0.4
ACSI American Customer Satisfaction ETF 3.5 65 -25 4.8 +1.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.5 19 21 4.9 +1.1
NUMV Nuveen ESG Mid-Cap Value ETF 3.5 31 9 6.2 +2.4
CBSE Clough Select Equity ETF 3.5 85 -45 0.9 -2.9
FFND Future Fund Active ETF 3.5 100 -60 3.2 -0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.5 61 -21 1.9 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.4 25 15 4.2 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 3.4 35 5 4.6 +0.8
JGRO JPMorgan Active Growth ETF 3.4 44 -4 2.9 -0.9
BUZZ VanEck Social Sentiment ETF 3.4 75 -35 -0.8 -4.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 11 6.5 +2.7
LOWV AB US Low Volatility Equity ETF 3.4 48 -8 4.6 +0.8
FMTM MarketDesk Focused U.S. Momentum ETF 3.3 45 -5 3.4 -0.4
KRMA Global X Conscious Companies ETF 3.3 43 -3 5.3 +1.5
OPTZ Optimize Strategy Index ETF 3.3 50 -10 4.3 +0.5
OALC OneAscent Large Cap Core ETF 3.3 86 -46 3.4 -0.4
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -10 4.7 +0.9
USXF iShares ESG Advanced MSCI USA ETF 3.3 10 30 4.0 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.3 60 -20 5.7 +1.9
BEEX BeeHive ETF 3.3 84 -44 3.7 -0.1
MID American Century Mid Cap Growth Impact ETF 3.3 45 -5 2.9 -0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 34 3.7 -0.1
JAVA JPMorgan Active Value ETF 3.3 44 -4 5.6 +1.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.3 70 -30 4.6 +0.8
BGDV Bahl & Gaynor Dividend ETF 3.2 45 -5 4.1 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.2 8 32 4.3 +0.5
IWS iShares Russell Mid-Cap Value ETF 3.2 23 17 6.5 +2.7
IVRS iShares Future Metaverse Tech and Communications ETF 3.2 47 -7 3.1 -0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.2 48 -8 5.2 +1.4
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 6.5 +2.7
PTL Inspire 500 ETF 3.2 9 31 4.8 +1.0
DFLV Dimensional US Large Cap Value ETF 3.2 22 18 6.7 +2.9
ACVF American Conservative Values ETF 3.2 75 -35 3.7 -0.1
JSTC Adasina Social Justice All Cap Global ETF 3.2 89 -49 4.3 +0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 5.5 +1.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.2 56 -16 5.9 +2.1
GDIV Harbor Dividend Growth Leaders ETF 3.2 50 -10 4.5 +0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.2 7 33 4.5 +0.7
ESGU iShares ESG Aware MSCI USA ETF 3.1 15 25 4.2 +0.4
EQIN Columbia US Equity Income ETF 3.1 35 5 6.3 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 3.1 18 22 4.6 +0.8
MOAT VanEck Morningstar Wide Moat ETF 3.1 46 -6 5.5 +1.7
DSPY Tema S&P 500 Historical Weight ETF 3.1 18 22 4.5 +0.7
XT iShares Exponential Technologies ETF 3.1 46 -6 4.3 +0.5
IWR iShares Russell Midcap ETF 3.1 19 21 5.6 +1.8
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 30 4.3 +0.5
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 -18 6.6 +2.8
FMDE Fidelity Enhanced Mid Cap ETF 3.0 23 17 5.3 +1.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 -35 6.5 +2.8
AVSU Avantis Responsible U.S. Equity ETF 3.0 15 25 5.1 +1.3
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.5 +1.7
DIVE Dana Concentrated Dividend ETF 3.0 65 -25 6.9 +3.1
STOX Horizon Core Equity ETF 3.0 70 -30 3.6 -0.2
DIVS SmartETFs Dividend Builder ETF 3.0 65 -25 4.6 +0.8
RUNN Running Oak Efficient Growth ETF 3.0 58 -18 4.5 +0.7
SFTY Horizon Managed Risk ETF 3.0 77 -37 3.5 -0.3
TOPC iShares S&P 500 3% Capped ETF 3.0 15 25 4.5 +0.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 3.0 29 11 6.0 +2.2
DSI iShares MSCI KLD 400 Social ETF 3.0 25 15 4.1 +0.3
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 20 6.0 +2.3
TBG TBG Dividend Focus ETF 3.0 59 -19 7.3 +3.5
VYM Vanguard High Dividend Yield Index ETF 2.9 6 34 6.4 +2.6
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 31 5.6 +1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.9 7 33 6.9 +3.1
AFOS ARS Focused Opportunities Strategy ETF 2.9 45 -5 2.4 -1.4
JPEF JPMorgan Equity Focus ETF 2.9 50 -10 3.9 +0.1
PSCF Invesco S&P SmallCap Financials ETF 2.9 29 11 8.8 +5.0
IVE iShares S&P 500 Value ETF 2.9 18 22 5.5 +1.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 -25 1.8 -2.0
KAT Scharf ETF 2.9 87 -47 4.7 +0.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 36 5.7 +1.9
ILCV iShares Morningstar Value ETF 2.9 4 36 5.7 +1.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -19 5.2 +1.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 30 3.6 -0.2
SIZE iShares MSCI USA Size Factor ETF 2.8 15 25 5.6 +1.8
MBOX Freedom Day Dividend ETF 2.8 39 1 6.9 +3.2
XMHQ Invesco S&P MidCap Quality ETF 2.8 25 15 5.8 +2.0
DON WisdomTree U.S. MidCap Dividend Fund 2.8 38 2 8.4 +4.6
VUSE Vident U.S. Equity Strategy ETF 2.8 50 -10 3.5 -0.3
IUSV iShares Core S&P US Value ETF 2.8 4 36 5.8 +2.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.8 48 -8 8.0 +4.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 30 3.6 -0.2
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -2 4.0 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.8 6 34 2.6 -1.2
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 31 4.1 +0.3
PSET Principal Quality ETF 2.8 15 25 4.7 +0.9
FQAL Fidelity Quality Factor ETF 2.8 15 25 4.9 +1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 -35 3.4 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 11 4.0 +0.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.8 12 28 3.4 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 22 5.1 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 2.7 10 30 4.2 +0.4
JHDV John Hancock U.S. High Dividend ETF 2.7 34 6 6.1 +2.3
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 4.7 +0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.7 10 30 4.2 +0.4
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 1 6.8 +3.0
FELC Fidelity Enhanced Large Cap Core ETF 2.7 18 22 4.5 +0.7
XVV iShares ESG Screened S&P 500 ETF 2.7 8 32 4.2 +0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 25 6.4 +2.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.6 35 5 5.8 +2.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.6 9 31 4.1 +0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 26 4.2 +0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.6 32 8 4.4 +0.6
VNSE Natixis Vaughan Nelson Select ETF 2.6 80 -40 4.2 +0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.6 31 9 2.3 -1.5
SWP SWP Growth & Income ETF 2.6 99 -59 3.7 -0.1
BEEZ Honeytree U.S. Equity ETF 2.6 64 -24 3.4 -0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.6 15 25 4.2 +0.4
OEI Optimized Equity Income ETF 2.6 75 -35 3.2 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 4.5 +0.7
IWP iShares Russell Mid-Cap Growth ETF 2.6 23 17 2.6 -1.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.6 15 25 4.6 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 10 30 5.2 +1.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 22 4.8 +1.0
AGQI First Trust Active Global Quality Income ETF 2.5 85 -45 4.7 +0.9
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 5.4 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 2.5 42 -2 5.6 +1.8
DAK Dakota Active Equity ETF 2.5 43 -3 3.8 -0.0
VV Vanguard Large-Cap ETF 2.5 4 36 4.2 +0.4
TMFC Motley Fool 100 Index ETF 2.5 50 -10 2.9 -0.9
KLMN Invesco MSCI North America Climate ETF 2.5 9 31 4.4 +0.6
RW Rainwater Equity ETF 2.5 125 -85 2.4 -1.4
DIVB iShares Core Dividend ETF 2.5 5 35 7.4 +3.6
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 22 6.1 +2.3
CHRI Global X S&P 500 Christian Values ETF 2.5 29 11 4.0 +0.2
STXV Strive 1000 Value ETF 2.5 18 22 7.3 +3.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.5 15 25 4.8 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.1 +0.4
STRV Strive 500 ETF 2.5 5 35 4.2 +0.4
EPS WisdomTree U.S. LargeCap Fund 2.5 8 32 5.0 +1.2
FLV American Century Focused Large Cap Value ETF 2.5 42 -2 6.2 +2.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 20 4.0 +0.2
SFY SoFi Select 500 ETF 2.4 0 40 3.8 +0.0
SCHX Schwab U.S. Large-Cap ETF 2.4 3 37 4.3 +0.5
IVV iShares Core S&P 500 ETF 2.4 3 37 4.3 +0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 4 4.3 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.4 28 12 4.9 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.2 +0.4
PBUS Invesco MSCI USA ETF 2.4 4 36 4.2 +0.5
GXLC Global X U.S. 500 ETF 2.4 2 38 4.2 +0.4
GK AdvisorShares Gerber Kawasaki ETF 2.4 75 -35 2.0 -1.8
DFUV Dimensional US Marketwide Value ETF 2.4 22 18 6.6 +2.8
HYP Golden Eagle Dynamic Hypergrowth ETF 2.4 85 -45 -1.1 -4.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 29 4.5 +0.7
IYY iShares Dow Jones U.S. ETF 2.4 20 20 4.1 +0.3
SPY SPDR S&P 500 ETF 2.4 9 31 4.2 +0.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.4 9 31 4.2 +0.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.3 +0.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.4 12 28 6.9 +3.1
SPYM State Street SPDR Portfolio S&P 500 ETF 2.4 2 38 4.3 +0.5
VOO Vanguard S&P 500 ETF 2.4 3 37 4.3 +0.5
DFUS Dimensional U.S. Equity ETF 2.4 9 31 4.2 +0.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.4 60 -20 4.6 +0.8
SCHK Schwab 1000 Index ETF 2.4 5 35 4.3 +0.5
IWB iShares Russell 1000 ETF 2.4 15 25 4.2 +0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -30 1.8 -2.0
STXG Strive 1000 Growth ETF 2.4 18 22 3.2 -0.6
LRGF iShares U.S. Equity Factor ETF 2.4 8 32 4.8 +1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 5.7 +1.9
VONE Vanguard Russell 1000 ETF 2.4 7 33 4.3 +0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 38 4.3 +0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -35 2.3 -1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.3 3 37 4.4 +0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.3 18 22 4.0 +0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.3 +0.5
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 37 4.2 +0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 37 4.2 +0.4
VTI Vanguard Total Stock Market ETF 2.3 3 37 4.2 +0.5
VOTE TCW Transform 500 ETF 2.3 5 35 4.3 +0.5
IWV iShares Russell 3000 ETF 2.3 20 20 4.1 +0.3
SCHB Schwab U.S. Broad Market ETF 2.3 3 37 4.3 +0.5
AVUS Avantis U.S. Equity ETF 2.3 15 25 5.0 +1.2
VTHR Vanguard Russell 3000 ETF 2.3 7 33 4.2 +0.4
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -39 3.3 -0.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.3 54 -14 6.5 +2.7
RVRB Reverb ETF 2.3 30 10 4.0 +0.2
DFAU Dimensional US Core Equity Market ETF 2.2 12 28 4.4 +0.6
GGRW Gabelli Growth Innovators ETF 2.2 90 -50 1.8 -2.0
DCOR Dimensional US Core Equity 1 ETF 2.2 14 26 4.7 +0.9
MGC Vanguard Mega Cap ETF 2.2 7 33 4.0 +0.2
FDRR Fidelity Dividend ETF for Rising Rates 2.2 15 25 6.1 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -15 4.2 +0.4
FPX First Trust US Equity Opportunities ETF 2.2 61 -21 0.8 -3.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.2 65 -25 7.2 +3.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.2 20 20 4.4 +0.6
USMV iShares MSCI USA Min Vol Factor ETF 2.2 15 25 5.1 +1.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 27 5.4 +1.6
METV Roundhill Ball Metaverse ETF 2.2 59 -19 7.5 +3.7
AIEQ AI Powered Equity ETF 2.2 75 -35 4.1 +0.3
IWL iShares Russell Top 200 ETF 2.2 15 25 3.9 +0.1
TPHD Timothy Plan High Dividend Stock ETF 2.2 52 -12 6.5 +2.8
ITOL Tema International Durable Quality ETF 2.2 60 -20 4.8 +1.0
DFVX Dimensional US Large Cap Vector ETF 2.2 22 18 5.4 +1.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.2 12 28 6.6 +2.8
CGDG Capital Group Dividend Growers ETF 2.2 47 -7 5.4 +1.7
VEGN US Vegan Climate ETF 2.2 60 -20 3.8 +0.0
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 4.2 +0.4
DTEC ALPS Disruptive Technologies ETF 2.2 50 -10 3.4 -0.4
IJR iShares Core S&P Small Cap ETF 2.2 6 34 7.0 +3.2
PRF Invesco FTSE RAFI US 1000 ETF 2.1 39 1 6.0 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 23 4.8 +1.0
AVMV Avantis U.S. Mid Cap Value ETF 2.1 20 20 7.7 +4.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 4.8 +1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -5 2.7 -1.1
RAUS RACWI US ETF 2.1 15 25 4.3 +0.5
GSPY Gotham Enhanced 500 ETF 2.1 50 -10 4.5 +0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 3.9 +0.1
WTV WisdomTree US Value Fund of Benef Interest 2.1 12 28 7.8 +4.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 2.1 43 -3 5.3 +1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -40 4.5 +0.7
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 28 5.1 +1.4
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -55 3.2 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.0 30 10 4.1 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 33 7.0 +3.2
DIHP Dimensional International High Profitability ETF 2.0 29 11 5.9 +2.1
RJDI RJ Eagle GCM Dividend Select Income ETF 2.0 55 -15 4.9 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.0 49 -9 4.1 +0.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 37 7.0 +3.2
IVW iShares S&P 500 Growth ETF 2.0 18 22 3.1 -0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 10 30 5.0 +1.2
XMMO Invesco S&P MidCap Momentum ETF 2.0 34 6 3.7 -0.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -12 8.9 +5.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.0 60 -20 6.3 +2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 25 3.7 -0.1
GKAT Scharf Global Opportunity ETF 2.0 57 -17 5.6 +1.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 1.4 -2.4
IUSG iShares Core S&P U.S. Growth ETF 2.0 4 36 3.4 -0.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 2.0 4 36 3.3 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 11 6.2 +2.4
VOE Vanguard Mid-Cap Value ETF 2.0 7 33 7.1 +3.3
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 6.1 +2.3
ULVM VictoryShares US Value Momentum ETF 2.0 20 20 6.6 +2.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 25 5.0 +1.2
DEUS Xtrackers Russell US Multifactor ETF 2.0 17 23 6.2 +2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 10 6.7 +2.9
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 4.6 +0.8
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.1 +1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.9 35 5 5.1 +1.3
SMOT VanEck Morningstar SMID Moat ETF 1.9 49 -9 6.0 +2.2
LCLG Logan Capital Broad Innovative Growth ETF 1.9 99 -59 3.0 -0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 4.9 +1.1
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 5 3.7 -0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.9 18 22 7.9 +4.1
ROUS Hartford Multifactor US Equity ETF 1.9 19 21 6.1 +2.4
TOK iShares MSCI Kokusai ETF 1.8 26 14 4.4 +0.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.8 15 25 5.4 +1.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 4.6 +0.8
ISCB iShares Morningstar Small-Cap ETF 1.8 4 36 5.3 +1.5
BUYZ Franklin Disruptive Commerce ETF 1.8 50 -10 2.0 -1.8
FDLO Fidelity Low Volatility Factor ETF 1.8 15 25 4.8 +1.1
PNQI Invesco NASDAQ Internet ETF 1.8 60 -20 3.0 -0.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.8 25 15 6.5 +2.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 25 7.0 +3.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.8 5 35 7.3 +3.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 5.3 +1.5
ILCG iShares Morningstar Growth ETF 1.8 4 36 3.0 -0.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.8 25 15 6.5 +2.7
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 4.0 +0.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.8 15 25 7.9 +4.1
SCHG Schwab U.S. Large-Cap Growth ETF 1.8 4 36 3.1 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.2 +1.4
VFMF Vanguard U.S. Multifactor ETF 1.8 18 22 6.9 +3.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 25 6.5 +2.7
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 36 6.2 +2.4
URTH iShares MSCI World ETF 1.7 24 16 4.4 +0.7
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 30 5.0 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 31 4.6 +0.8
XSMO Invesco S&P SmallCap Momentum ETF 1.7 39 1 4.1 +0.3
VUG Vanguard Growth ETF 1.7 4 36 3.3 -0.5
FCPI Fidelity Stocks for Inflation ETF 1.7 15 25 6.9 +3.1
EZM WisdomTree U.S. MidCap Fund 1.7 38 2 7.8 +4.0
HDUS Hartford Disciplined US Equity ETF 1.7 19 21 5.0 +1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.7 12 28 6.4 +2.6
IJH iShares Core S&P Mid-Cap ETF 1.7 5 35 6.5 +2.7
MVAL VanEck Morningstar Wide Moat Value ETF 1.7 49 -9 6.2 +2.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.7 79 -39 4.9 +1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 25 7.2 +3.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 4.4 +0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.7 24 16 6.3 +2.5
DXUV Dimensional US Vector Equity ETF 1.7 28 12 5.4 +1.6
WCEO Hypatia Women CEO ETF 1.7 85 -45 3.0 -0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.4 +3.6
DSTL Distillate US Fundamental Stability & Value ETF 1.7 39 1 7.4 +3.6
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 36 5.6 +1.8
STXM Strive Mid-Cap ETF 1.6 18 22 5.7 +1.9
FLRG Fidelity U.S. Multifactor ETF 1.6 15 25 6.1 +2.3
SAMT Strategas Macro Thematic Opportunities ETF 1.6 65 -25 2.2 -1.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 5.9 +2.1
PRXG Praxis Impact Large Cap Growth ETF 1.6 36 4 2.8 -1.0
PRAY FIS Christian Stock Fund 1.6 69 -29 4.5 +0.7
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 5 6.5 +2.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.6 7 33 6.5 +2.7
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.6 3 37 6.5 +2.7
VXF Vanguard Extended Market ETF 1.6 5 35 4.0 +0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.6 17 23 5.4 +1.6
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 25 4.4 +0.6
OEF iShares S&P 100 ETF 1.6 20 20 3.8 +0.0
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 11 6.9 +3.1
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -5 4.7 +0.9
FFOG Franklin Focused Growth ETF 1.6 61 -21 1.9 -1.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 15 7.0 +3.2
ACWI iShares MSCI ACWI ETF 1.5 32 8 4.8 +1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -20 6.2 +2.4
LIVR Intelligent Livermore ETF 1.5 69 -29 3.0 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.5 17 23 5.0 +1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -20 9.1 +5.3
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 14 2.7 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.4 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 20 4.8 +1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 1 4.5 +0.7
QGRO American Century U.S. Quality Growth ETF 1.5 29 11 3.1 -0.7
FDVV Fidelity High Dividend ETF 1.5 15 25 7.0 +3.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 20 6.5 +2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 4.9 +1.2
GQI Natixis Gateway Quality Income ETF 1.5 34 6 4.2 +0.4
VOOG Vanguard S&P 500 Growth ETF 1.5 7 33 3.3 -0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.5 35 5 7.3 +3.5
ABFL Abacus FCF Leaders ETF 1.4 59 -19 3.8 +0.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 16 6.7 +2.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.4 38 2 7.2 +3.5
VT Vanguard Total World Stock ETF 1.4 6 34 5.2 +1.4
SSPY Syntax Stratified LargeCap ETF 1.4 30 10 6.1 +2.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 10 7.2 +3.4
SFYX SoFi Next 500 ETF 1.4 0 40 5.2 +1.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 20 4.6 +0.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.4 12 28 7.4 +3.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -40 6.2 +2.4
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.4 15 25 5.0 +1.2
NUSC Nuveen ESG Small-Cap ETF 1.4 31 9 4.7 +0.9
RGEF Rockefeller Global Equity ETF 1.4 55 -15 4.0 +0.2
IWO iShares Russell 2000 Growth ETF 1.4 24 16 0.7 -3.1
BFOR ALPS Barron's 400 ETF 1.4 65 -25 5.1 +1.3
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 -10 5.4 +1.6
YNOT Horizon Digital Frontier ETF 1.4 75 -35 2.6 -1.2
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 5 2.7 -1.1
TOGA Tremblant Global ETF 1.4 69 -29 1.3 -2.5
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.4 70 -30 4.3 +0.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.4 40 0 6.9 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 10 30 9.0 +5.2
ABEQ Absolute Select Value ETF 1.4 85 -45 4.4 +0.6
BLES Inspire Global Hope ETF 1.4 61 -21 6.2 +2.4
IOO iShares Global 100 ETF 1.3 41 -1 3.9 +0.1
AFLG First Trust Active Factor Large Cap ETF 1.3 55 -15 5.5 +1.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.3 39 1 7.8 +4.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.3 9 31 3.6 -0.2
FTDS First Trust Dividend Strength ETF 1.3 70 -30 7.5 +3.8
SMAP Amplify Small-Mid Cap Equity ETF 1.3 60 -20 5.0 +1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.3 30 10 3.9 +0.1
AVUQ Avantis U.S. Quality ETF 1.3 15 25 3.6 -0.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.3 35 5 5.1 +1.3
GVLU Gotham 1000 Value ETF 1.3 50 -10 8.5 +4.7
VBK Vanguard Small-Cap Growth ETF 1.3 7 33 1.5 -2.3
SPIT F/m Emerald Special Situations ETF 1.3 105 -65 -0.9 -4.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 -40 5.9 +2.1
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 6.0 +2.2
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 22 9.1 +5.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 2.9 -0.9
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 25 6.8 +3.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.2 39 1 2.8 -1.0
CZA Invesco Zacks Mid-Cap ETF 1.2 72 -32 6.8 +3.1
GURU Global X Guru Index ETF 1.2 75 -35 2.4 -1.4
DFNL Davis Select Financial ETF 1.2 63 -23 6.6 +2.8
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 10 5.2 +1.4
ICAP InfraCap Equity Income Fund ETF 1.2 171 -131 3.9 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 3.1 -0.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.2 15 25 9.1 +5.3
EBI Longview Advantage ETF 1.2 35 5 5.9 +2.1
VB Vanguard Small-Cap ETF 1.2 5 35 5.5 +1.7
GOP Unusual Whales Subversive Republican Trading ETF 1.2 50 -10 4.8 +1.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 6.8 +3.0
CVAR Cultivar ETF 1.1 87 -47 7.0 +3.2
GEW Cambria Global EW ETF 1.1 29 11 5.4 +1.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -55 -0.4 -4.2
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 30 0.8 -3.0
FLDZ RiverNorth Patriot ETF 1.1 75 -35 5.8 +2.0
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 -12 6.4 +2.7
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.0 +2.2
SFYF SoFi Social 50 ETF 1.1 29 11 0.9 -2.9
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.7 +0.9
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -15 3.4 -0.4
PY Principal Value ETF 1.1 15 25 6.6 +2.8
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 3.3 -0.5
JEPI JPMorgan Equity Premium Income ETF 1.1 35 5 5.0 +1.2
VBR Vanguard Small Cap Value ETF 1.1 7 33 8.2 +4.4
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 1 8.6 +4.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 15 5.5 +1.7
FFOX FundX Future Fund Opportunities ETF 1.0 100 -60 2.8 -1.0
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.2 -1.6
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.1 +2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.0 4 36 5.3 +1.5
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -9 4.8 +1.0
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 3.5 -0.3
FVAL Fidelity Value Factor ETF 1.0 15 25 5.9 +2.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 20 5.4 +1.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 21 5.5 +1.7
OSCV Opus Small Cap Value ETF 1.0 79 -39 6.5 +2.7
ALIL Argent Focused Small Cap ETF 1.0 74 -34 5.8 +2.0
TMFM Motley Fool Mid-Cap Growth ETF 1.0 85 -45 2.6 -1.2
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.1 -0.7
ROE Astoria US Quality Kings ETF 1.0 49 -9 5.7 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 8.5 +4.7
CSMD Congress SMid Growth ETF 0.9 69 -29 3.4 -0.4
SMMD iShares Russell 2500 ETF 0.9 15 25 6.0 +2.2
SDY State Street SPDR S&P Dividend ETF 0.9 35 5 6.3 +2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 20 5.0 +1.2
DIVN Horizon Dividend Income ETF 0.9 70 -30 6.9 +3.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -35 4.1 +0.3
FDWM Fidelity Women's Leadership ETF 0.9 59 -19 4.2 +0.4
QLTY GMO U.S. Quality ETF 0.8 50 -10 3.9 +0.1
PSC Principal U.S. Small-Cap ETF 0.8 38 2 6.1 +2.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.8 35 5 6.5 +2.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 22 2.9 -0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -20 -0.9 -4.7
VSDA VictoryShares Dividend Accelerator ETF 0.8 35 5 6.8 +3.0
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 6.3 +2.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 1 8.9 +5.1
STXK Strive Small-Cap ETF 0.8 18 22 5.5 +1.7
RSSL Global X Russell 2000 ETF 0.8 8 32 3.3 -0.5
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 4.1 +0.3
DUHP Dimensional US High Profitability ETF 0.7 21 19 5.0 +1.2
TTAC FCF US Quality ETF 0.7 59 -19 4.9 +1.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 8.9 +5.1
GLOF iShares Global Equity Factor ETF 0.7 20 20 6.0 +2.2
IWM iShares Russell 2000 ETF 0.7 19 21 3.3 -0.5
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -45 3.3 -0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.6 -0.2
DGT State Street SPDR Global Dow ETF 0.7 50 -10 6.1 +2.3
SXQG ETC 6 Meridian Quality Growth ETF 0.7 100 -60 3.9 +0.1
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 7.8 +4.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 5 3.2 -0.6
IEDI iShares U.S. Consumer Focused ETF 0.7 18 22 4.7 +0.9
XLG Invesco S&P 500 Top 50 ETF 0.7 20 20 3.5 -0.3
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -7 4.9 +1.1
FESM Fidelity Enhanced Small Cap ETF 0.7 28 12 2.9 -0.9
VTWO Vanguard Russell 2000 ETF 0.7 7 33 3.4 -0.4
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 18 5.2 +1.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.6 89 -49 8.8 +5.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.6 20 20 5.6 +1.8
IWF iShares Russell 1000 Growth ETF 0.6 19 21 3.2 -0.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.6 20 20 9.4 +5.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.6 15 25 7.2 +3.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.6 60 -20 8.9 +5.1
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.7 +3.9
IUS Invesco RAFI Strategic US ETF 0.6 19 21 6.1 +2.3
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 3.5 -0.3
FDG American Century Focused Dynamic Growth ETF 0.6 45 -5 1.6 -2.2
SCHA Schwab U.S. Small-Cap ETF 0.6 4 36 5.1 +1.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.6 20 20 2.7 -1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -20 3.4 -0.4
ANEW ProShares MSCI Transformational Changes ETF 0.6 45 -5 4.6 +0.8
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 27 5.4 +1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 30 8.1 +4.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.6 18 22 3.7 -0.1
AFMC First Trust Active Factor Mid Cap ETF 0.6 65 -25 7.2 +3.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 5 6.7 +2.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 5 4.6 +0.8
XMLV Invesco S&P MidCap Low Volatility ETF 0.5 25 15 6.9 +3.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.5 80 -40 6.9 +3.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.5 49 -9 6.0 +2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.5 29 11 7.3 +3.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -20 4.3 +0.5
BGRO iShares Large Cap Growth Active ETF 0.5 55 -15 2.0 -1.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 2 8.5 +4.8
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 3.3 -0.5
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.5 36 4 9.9 +6.1
TMFG Motley Fool Global Opportunities ETF 0.5 85 -45 3.6 -0.2
TMFS Motley Fool Small-Cap Growth ETF 0.5 85 -45 2.5 -1.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 -15 3.6 -0.2
COPY Tweedy, Browne Insider + Value ETF 0.5 80 -40 10.5 +6.7
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 9.0 +5.2
NIXT Research Affiliates Deletions ETF 0.4 9 31 7.7 +3.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.4 40 0 3.2 -0.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 0 4.4 +0.6
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 3.3 -0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -2 4.7 +1.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 5 8.7 +4.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.4 35 5 6.8 +3.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 5.4 +1.6
ABLS Abacus FCF Small Cap Leaders ETF 0.4 59 -19 5.3 +1.5
SURE AdvisorShares Insiders Advantage ETF 0.4 90 -50 8.6 +4.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.1 +5.3
LQPE PEO AlphaQuest Thematic PE ETF 0.4 125 -85 6.1 +2.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 22 7.1 +3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.4 24 16 7.5 +3.7
EES WisdomTree U.S. SmallCap Fund 0.4 38 2 7.9 +4.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 10 6.0 +2.2
CGGR Capital Group Growth ETF 0.3 39 1 2.7 -1.1
CGGO Capital Group Global Growth Equity ETF 0.3 47 -7 3.9 +0.1
CZAR Themes Natural Monopoly ETF 0.3 35 5 4.9 +1.1
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 6.8 +3.0
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -66 10.6 +6.9
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 11 10.8 +7.0
GLRY Inspire Faithward Mid Cap Momentum ETF 0.3 80 -40 5.3 +1.5
DHS WisdomTree U.S. High Dividend Fund 0.2 38 2 7.4 +3.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.3 +1.5
SCHD Schwab US Dividend Equity ETF 0.2 6 34 9.1 +5.3
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 12 9.2 +5.4
VFVA Vanguard U.S. Value Factor ETF 0.2 13 27 9.6 +5.8
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 34 7.4 +3.6
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -30 9.7 +5.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 -1.3 -5.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 10.9 +7.1
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 18.5 +14.7
ISMD Inspire Small/Mid Cap ETF 0.1 54 -14 4.9 +1.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -20 8.8 +5.0
JPSV JPMorgan Active Small Cap Value ETF 0.1 74 -34 7.9 +4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 0.1 67 -27 9.0 +5.2
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 28 7.1 +3.3
HDV iShares Core High Dividend ETF 0.1 8 32 6.6 +2.8
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 4.8 +1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.1 50 -10 3.4 -0.4
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -19 3.6 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 0.0 37 3 5.3 +1.5
VTWV Vanguard Russell 2000 Value ETF 0.0 10 30 6.1 +2.3
IWN iShares Russell 2000 Value ETF 0.0 24 16 6.0 +2.2

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 13.3 %
Divided by: Fwd. P/BV 3.2 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.60 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.