iShares U.S. Broker-Dealers & Securities Exchanges ETF
ALTAR
Score™		 4.0% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 21.8x 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) $1,421
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 20.3 %
MORGAN STANLEY 16.5 %
SCHWAB (CHARLES) CORP 9.6 %
ROBINHOOD MARKETS, INC. CLASS A 5.0 %
MSCI INC-A 4.4 %
MOODY'S CORP 4.2 %
S&P GLOBAL, INC. 4.1 %
NASDAQ OMX GROUP/THE 4.0 %
COINBASE GLOBAL, INC. CLASS A 3.9 %
INTERCONTINENTALEXCHANGE INC 3.9 %
Total 75.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.2% 26.7% 14.5% 18.6% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 1.14 54%
MSCI EAFE 0.69 27%
MSCI Emg. Mkts. 0.50 23%

Technical Indicators
Recent close $182.15
30d moving avg. $178.06
Annualized volatility 20.9%
Short interest (ETF) 0.3%
Short interest (Underlying) 2.0%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 100
Turnover 1.3%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $5,696

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 684 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 23.8 40 0 5.9 +1.9
IYG iShares US Financial Services ETF 22.4 40 0 5.4 +1.4
BJK VanEck Gaming ETF 20.9 65 -25 4.3 +0.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 19.9 40 0 6.6 +2.6
XLF Financial Select Sector SPDR 19.0 8 32 5.9 +1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 19.0 60 -20 4.8 +0.9
VFH Vanguard Financials ETF 18.0 9 31 6.3 +2.3
FNCL Fidelity MSCI Financials Index ETF 17.2 8 32 6.3 +2.3
KBWB Invesco KBW Bank ETF 16.8 35 5 6.7 +2.8
BCDF Horizon Kinetics Blockchain Development ETF 15.1 85 -45 3.8 -0.2
LVDS JPMorgan Fundamental Data Science Large Value ETF 14.6 49 -9 4.9 +0.9
DIA SPDR Dow Jones Industrial Average ETF 12.4 16 24 4.7 +0.7
TOLL Tema Durable Quality ETF 10.4 75 -35 3.7 -0.3
NUDV Nuveen ESG Dividend ETF 10.1 26 14 6.0 +2.1
IXG iShares Global Financials ETF 9.7 42 -2 6.3 +2.3
FMKT The Free Markets ETF 9.4 76 -36 4.0 +0.0
ARKF ARK Fintech Innovation ETF 9.3 75 -35 0.2 -3.7
FINX Global X FinTech ETF 9.3 68 -28 2.9 -1.1
ARKK ARK Innovation ETF 8.9 75 -35 -2.8 -6.8
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 8.9 85 -45 0.0 -4.0
MAVF Matrix Advisors Value ETF 8.7 75 -35 4.8 +0.8
FDFF Fidelity Disruptive Finance ETF 8.7 50 -10 5.5 +1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.6 65 -25 3.5 -0.5
CWS AdvisorShares Focused Equity ETF 8.3 84 -44 4.8 +0.9
ARKW ARK Next Generation Internet ETF 8.3 87 -47 0.6 -3.4
PWV Invesco Large Cap Value ETF 8.3 55 -15 6.2 +2.3
GSIB Themes Global Systemically Important Banks ETF 8.1 35 5 8.3 +4.3
STCE Schwab Crypto Thematic ETF 8.0 30 10 2.1 -1.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.8 38 2 5.1 +1.1
BOUT Innovator IBD Breakout Opportunities ETF 7.6 81 -41 2.7 -1.3
STXD Strive 1000 Dividend Growth ETF 7.5 35 5 4.3 +0.4
NULV Nuveen ESG Large-Cap Value ETF 7.4 26 14 5.0 +1.1
PWB Invesco Large Cap Growth ETF 7.3 56 -16 1.8 -2.2
BLOK Amplify Transformational Data Sharing ETF 7.3 75 -35 -0.2 -4.2
BWEB Bitwise Web3 ETF 7.3 85 -45 -0.1 -4.1
DIVZ TrueShares Low Volatility Equity Income ETF 7.0 65 -25 6.0 +2.0
BPAY BlackRock Future Financial and Technology ETF 6.5 70 -30 5.4 +1.4
LEAD Siren DIVCON Leaders Dividend ETF 6.5 43 -3 3.5 -0.5
KONG Formidable Fortress ETF 6.5 89 -49 5.1 +1.2
FXO First Trust Financials AlphaDEX Fund 6.4 62 -22 8.5 +4.5
DVGR DAC 3D Dividend Growth ETF 6.4 65 -25 4.6 +0.6
ICAP InfraCap Equity Income Fund ETF 6.4 171 -131 4.3 +0.3
PDP Invesco Dorsey Wright Momentum ETF 6.3 62 -22 1.4 -2.6
CAML Congress Large Cap Growth ETF 6.3 66 -26 2.3 -1.7
EQRR ProShares Equities for Rising Rates ETF 6.2 35 5 5.4 +1.5
ALTL Pacer Lunt Large Cap Alternator ETF 6.1 60 -20 4.3 +0.3
FTCS First Trust Capital Strength ETF 6.1 55 -15 5.7 +1.8
HGRO Hedgeye Quality Growth ETF 6.1 70 -30 3.2 -0.8
SPMO Invesco S&P 500 Momentum ETF 6.0 13 27 2.8 -1.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 6.0 79 -39 3.9 -0.0
INFL Horizon Kinetics Inflation Beneficiaries ETF 5.9 85 -45 2.7 -1.3
FTGS First Trust Growth Strength ETF 5.9 60 -20 3.5 -0.4
AQEC AQE Core ETF 5.9 49 -9 5.4 +1.4
YALL God Bless America ETF 5.8 65 -25 4.3 +0.3
LGCF Themes US Cash Flow Champions ETF 5.8 30 10 7.3 +3.3
RNSC Furst Trust Small Cap US Equity Select ETF 5.8 60 -20 4.6 +0.7
BDIV AAM Brentview Dividend Growth ETF 5.7 49 -9 3.7 -0.3
DIVL Madison Dividend Value ETF 5.7 65 -25 4.8 +0.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 5.6 49 -9 3.6 -0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.6 60 -20 4.5 +0.5
AOTG AOT Growth and Innovation ETF 5.6 75 -35 1.1 -2.9
NULC Nuveen ESG Large-Cap ETF 5.5 21 19 3.8 -0.2
LOGO Alpha Brands Consumption Leaders ETF 5.4 69 -29 2.5 -1.5
PKW Invesco Buyback Achievers ETF 5.4 62 -22 7.3 +3.4
BITQ Bitwise Crypto Industry Innovators ETF 5.3 85 -45 -2.0 -6.0
MBOX Freedom Day Dividend ETF 5.2 39 1 6.7 +2.7
GRNY Fundstrat Granny Shots US Large Cap ETF 5.2 75 -35 2.1 -1.9
TMFX Motley Fool Next Index ETF 5.1 50 -10 2.9 -1.1
LCF Touchstone US Large Cap Focused ETF 5.0 69 -29 3.5 -0.4
IVRS iShares Future Metaverse Tech and Communications ETF 5.0 47 -7 4.9 +0.9
SAMM Strategas Macro Momentum ETF 4.9 66 -26 3.4 -0.6
BLCV iShares Large Cap Value Active ETF 4.9 53 -13 6.3 +2.3
VIG Vanguard Dividend Appreciation ETF 4.9 5 35 4.8 +0.9
FSGS First Trust SMID Growth Strength ETF 4.8 60 -20 4.9 +0.9
IBLC iShares Blockchain and Tech ETF 4.8 47 -7 -1.1 -5.1
VNSE Natixis Vaughan Nelson Select ETF 4.8 80 -40 3.2 -0.8
VUSV Vanguard Wellington U.S. Value Active ETF 4.8 30 10 5.7 +1.7
EVUS iShares ESG Aware MSCI USA Value ETF 4.7 18 22 5.5 +1.5
SNPV Xtrackers S&P 500 Value ESG ETF 4.7 15 25 5.5 +1.5
UDI USCF Dividend Income Fund 4.7 65 -25 6.7 +2.7
AOTS AOT Software Platform ETF 4.7 49 -9 4.4 +0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.7 58 -18 5.0 +1.0
TXS Texas Capital Texas Equity Index ETF 4.5 49 -9 4.9 +1.0
PRAY FIS Christian Stock Fund 4.5 69 -29 3.8 -0.2
MGV Vanguard Mega Cap Value ETF 4.5 7 33 5.4 +1.4
BELT iShares Long-Term U.S. Equity Active ETF 4.4 75 -35 2.1 -1.9
SPLV Invesco S&P 500 Low Volatility ETF 4.4 25 15 5.2 +1.2
RFFC ALPS Active Equity Opportunity ETF 4.4 48 -8 3.6 -0.4
IWX iShares Russell Top 200 Value ETF 4.4 20 20 4.9 +1.0
BIBL Inspire 100 ETF 4.3 35 5 4.0 +0.1
PFM Invesco Dividend Achievers ETF 4.3 53 -13 4.6 +0.6
VOT Vanguard Mid-Cap Growth ETF 4.3 7 33 2.9 -1.0
AUSF Global X Adaptive U.S. Factor ETF 4.2 27 13 8.2 +4.2
AKRE Akre Focus ETF 4.2 106 -66 4.3 +0.3
MAGA Point Bridge America First ETF 4.2 72 -32 5.3 +1.3
DGRO iShares Core Dividend Growth ETF 4.2 8 32 5.5 +1.5
MDCP VictoryShares THB Mid Cap ESG ETF 4.1 55 -15 4.8 +0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 4.1 49 -9 4.9 +0.9
BLCR iShares Large Cap Core Active ETF 4.1 36 4 2.7 -1.3
STRN SMART Trend 25 ETF 4.1 59 -19 2.1 -1.8
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 20 4.6 +0.6
MTUM iShares MSCI USA Momentum Factor ETF 4.0 15 25 2.2 -1.8
NBDS Neuberger Berman Disrupters ETF 4.0 55 -15 0.6 -3.4
FTC First Trust Large Cap Growth AlphaDEX Fund 4.0 59 -19 1.6 -2.3
JMOM JPMorgan U.S. Momentum Factor ETF 4.0 12 28 3.2 -0.8
BCOR Grayscale Bitcoin Adopters ETF 4.0 59 -19 1.7 -2.2
REVS Columbia Research Enhanced Value ETF 4.0 19 21 6.6 +2.6
RECS Columbia Research Enhanced Core ETF 4.0 15 25 5.2 +1.2
EDOW First Trust Dow 30 Equal Weight ETF 3.9 50 -10 4.6 +0.6
VTV Vanguard Value ETF 3.9 4 36 5.8 +1.8
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.9 39 1 -1.1 -5.1
DAPP VanEck Digital Transformation ETF 3.9 50 -10 0.0 -4.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 3.9 75 -35 6.3 +2.3
BKCH Global X Blockchain ETF 3.9 50 -10 -2.5 -6.4
JOET Virtus Terranova US Quality Momentum ETF 3.9 29 11 3.7 -0.3
GINN Goldman Sachs Innovate Equity ETF 3.9 52 -12 3.5 -0.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.9 60 -20 4.6 +0.7
PRXV Praxis Impact Large Cap Value ETF 3.8 36 4 5.5 +1.6
JHDV John Hancock U.S. High Dividend ETF 3.8 34 6 5.7 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 3.8 28 12 5.3 +1.4
IWD iShares Russell 1000 Value ETF 3.8 19 21 5.3 +1.3
LRGC AB US Large Cap Strategic Equities ETF 3.8 48 -8 3.7 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.8 12 28 5.3 +1.4
VONV Vanguard Russell 1000 Value ETF 3.7 7 33 5.4 +1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.7 65 -25 6.9 +2.9
FELV Fidelity Enhanced Large Cap Value ETF 3.7 18 22 5.5 +1.5
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.7 61 -21 -0.7 -4.7
QUVU Hartford Quality Value ETF 3.7 46 -6 5.6 +1.6
NUMV Nuveen ESG Mid-Cap Value ETF 3.7 31 9 5.5 +1.5
MOAT VanEck Morningstar Wide Moat ETF 3.6 46 -6 5.5 +1.5
MID American Century Mid Cap Growth Impact ETF 3.6 45 -5 2.8 -1.1
XDAT Franklin Exponential Data ETF 3.6 50 -10 1.0 -3.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 15 4.9 +1.0
PSET Principal Quality ETF 3.6 15 25 4.8 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 20 5.5 +1.5
DXIV Dimensional International Vector Equity ETF 3.6 34 6 6.4 +2.5
SPHB Invesco S&P 500 High Beta ETF 3.5 25 15 3.3 -0.6
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -49 4.2 +0.2
DTD WisdomTree U.S. Total Dividend Fund 3.5 28 12 5.6 +1.7
MODL VictoryShares WestEnd U.S. Sector ETF 3.5 42 -2 3.9 -0.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.5 60 -20 5.1 +1.1
WTV WisdomTree US Value ETF 3.5 12 28 7.6 +3.6
BUZZ VanEck Social Sentiment ETF 3.5 75 -35 -0.7 -4.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 -12 4.9 +0.9
CBSE Clough Select Equity ETF 3.5 85 -45 0.2 -3.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.5 61 -21 1.5 -2.5
CFA VictoryShares US 500 Volatility Wtd ETF 3.4 35 5 5.3 +1.3
SUSA iShares MSCI USA ESG Select ETF 3.4 25 15 3.8 -0.1
BEEZ Honeytree U.S. Equity ETF 3.4 64 -24 3.7 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 36 5.5 +1.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.4 29 11 6.7 +2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.4 40 0 5.2 +1.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 31 4.9 +1.0
RNMC First Trust Mid Cap US Equity Select ETF 3.3 60 -20 6.6 +2.6
JAVA JPMorgan Active Value ETF 3.3 44 -4 5.5 +1.5
EQIN Columbia US Equity Income ETF 3.3 35 5 6.1 +2.2
FSCS First Trust SMID Capital Strength ETF 3.3 60 -20 7.2 +3.2
GLBL Pacer MSCI World Industry Advantage ETF 3.3 65 -25 3.2 -0.8
JGLO JPMorgan Global Select Equity ETF 3.3 33 7 4.2 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 3.3 31 9 1.7 -2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 3.3 19 21 4.6 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.3 50 -10 6.2 +2.3
VYM Vanguard High Dividend Yield Index ETF 3.2 6 34 5.9 +2.0
STXV Strive 1000 Value ETF 3.2 18 22 6.8 +2.8
BGDV Bahl & Gaynor Dividend ETF 3.2 45 -5 3.9 -0.1
CHGX AXS Change Finance ESG ETF 3.2 49 -9 4.1 +0.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.2 48 -8 5.6 +1.6
PTL Inspire 500 ETF 3.2 9 31 4.2 +0.2
AFOS ARS Focused Opportunities Strategy ETF 3.2 45 -5 1.8 -2.1
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 4.2 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 5.1 +1.2
VUSE Vident U.S. Equity Strategy ETF 3.2 50 -10 3.6 -0.4
JPEF JPMorgan Equity Focus ETF 3.1 50 -10 3.7 -0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 3.1 15 25 3.7 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 3.1 15 25 4.4 +0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.1 15 25 2.8 -1.1
DVND Touchstone Dividend Select ETF 3.1 67 -27 5.2 +1.2
DFLV Dimensional US Large Cap Value ETF 3.0 22 18 6.0 +2.0
KRMA Global X Conscious Companies ETF 3.0 43 -3 4.9 +1.0
AGRW Allspring LT Large Growth ETF 3.0 35 5 3.1 -0.9
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 31 5.4 +1.4
IETC iShares U.S. Tech Independence Focused ETF 3.0 18 22 2.7 -1.3
PSCF Invesco S&P SmallCap Financials ETF 3.0 29 11 8.6 +4.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.0 56 -16 6.7 +2.7
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.3 +1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.0 8 32 4.2 +0.3
VO Vanguard Mid-Cap ETF 3.0 4 36 20.6 +16.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 3.0 7 33 4.2 +0.3
RSP Invesco S&P 500 Equal Weight ETF 3.0 20 20 5.8 +1.8
BRIF FIS Bright Portfolios Focused Equity ETF 3.0 65 -25 3.2 -0.8
ACVF American Conservative Values ETF 3.0 75 -35 3.5 -0.4
FFF Founders 100 ETF 2.9 75 -35 2.2 -1.8
OALC OneAscent Large Cap Core ETF 2.9 86 -46 3.2 -0.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.9 7 33 6.5 +2.5
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 22 4.5 +0.6
SFYF SoFi Social 50 ETF 2.9 29 11 0.7 -3.3
LOWV AB US Low Volatility Equity ETF 2.9 48 -8 4.3 +0.3
DAK Dakota Active Equity ETF 2.9 43 -3 3.6 -0.3
SNPE Xtrackers S&P 500 ESG ETF 2.9 10 30 4.2 +0.3
JGRO JPMorgan Active Growth ETF 2.9 44 -4 2.3 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 2.9 23 17 5.3 +1.3
VDIG Vanguard Wellington Dividend Growth Active ETF 2.9 40 0 4.4 +0.4
SEMG Suncoast Select Growth ETF 2.9 60 -20 3.7 -0.3
YOKE Yoke Core ETF 2.9 42 -2 3.6 -0.4
HAPI Harbor Human Capital Factor US Large Cap ETF 2.9 36 4 4.0 +0.0
MDLV Morgan Dempsey Large Cap Value ETF 2.8 58 -18 5.8 +1.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.8 52 -12 5.0 +1.0
ACSI American Customer Satisfaction ETF 2.8 65 -25 4.5 +0.5
MVAL VanEck Morningstar Wide Moat Value ETF 2.8 49 -9 6.5 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 22 5.0 +1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.8 75 -35 3.0 -1.0
ESGU iShares ESG Aware MSCI USA ETF 2.8 15 25 4.0 +0.0
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 4.3 +0.3
RUNN Running Oak Efficient Growth ETF 2.8 58 -18 4.9 +0.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.8 35 5 5.7 +1.7
SMOT VanEck Morningstar SMID Moat ETF 2.8 49 -9 6.2 +2.3
DFVX Dimensional US Large Cap Vector ETF 2.7 22 18 5.2 +1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.7 75 -35 6.0 +2.1
ILCV iShares Morningstar Value ETF 2.7 4 36 5.3 +1.3
AGQI First Trust Active Global Quality Income ETF 2.7 85 -45 6.3 +2.3
SRHQ SRH U.S. Quality ETF 2.7 35 5 6.2 +2.3
AVSU Avantis Responsible U.S. Equity ETF 2.7 15 25 4.8 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.7 6 34 3.2 -0.8
IWS iShares Russell Mid-Cap Value ETF 2.7 23 17 5.9 +2.0
SPVM Invesco S&P 500 Value with Momentum ETF 2.7 39 1 6.3 +2.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.7 70 -30 4.8 +0.8
CZAR Themes Natural Monopoly ETF 2.7 35 5 5.3 +1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.7 20 20 4.1 +0.1
GURU Global X Guru Index ETF 2.6 75 -35 2.3 -1.6
DIVS SmartETFs Dividend Builder ETF 2.6 65 -25 4.4 +0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.6 15 25 7.1 +3.2
SIZE iShares MSCI USA Size Factor ETF 2.6 15 25 5.4 +1.4
TOPC iShares S&P 500 3% Capped ETF 2.6 15 25 4.2 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 27 5.6 +1.7
AIEQ AI Powered Equity ETF 2.6 75 -35 3.5 -0.4
MFMO Motley Fool Momentum Factor ETF 2.6 50 -10 1.8 -2.1
FDMO Fidelity Momentum Factor ETF 2.6 15 25 2.3 -1.6
FQAL Fidelity Quality Factor ETF 2.6 15 25 4.7 +0.7
TBG TBG Dividend Focus ETF 2.6 59 -19 6.2 +2.2
TEXN iShares Texas Equity ETF 2.6 20 20 4.8 +0.8
KAT Scharf ETF 2.6 87 -47 6.2 +2.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 36 5.6 +1.7
IWR iShares Russell Midcap ETF 2.6 19 21 5.3 +1.3
FELC Fidelity Enhanced Large Cap Core ETF 2.6 18 22 4.2 +0.2
IVE iShares S&P 500 Value ETF 2.6 18 22 5.5 +1.5
DSI iShares MSCI KLD 400 Social ETF 2.5 25 15 4.0 -0.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 10 30 3.6 -0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.5 15 25 3.7 -0.3
HDUS Hartford Disciplined US Equity ETF 2.5 19 21 4.6 +0.6
VOOV Vanguard S&P 500 Value ETF 2.5 7 33 5.6 +1.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.5 64 -24 1.2 -2.8
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 30 3.6 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.5 29 11 3.9 -0.1
KLMN Invesco MSCI North America Climate ETF 2.5 9 31 4.1 +0.2
IUSV iShares Core S&P US Value ETF 2.5 4 36 5.8 +1.8
OEI Optimized Equity Income ETF 2.5 75 -35 3.5 -0.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 15 4.0 +0.0
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 31 4.0 0.0
SAMT Strategas Macro Thematic Opportunities ETF 2.5 65 -25 2.1 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 4.8 +0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.5 10 30 4.1 +0.1
JHML John Hancock Multifactor Large Cap ETF 2.5 29 11 4.3 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 22 3.6 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 2.4 15 25 5.2 +1.3
BEEX BeeHive ETF 2.4 84 -44 3.6 -0.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -35 1.8 -2.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 34 2.7 -1.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.4 29 11 7.1 +3.1
PBUS Invesco MSCI USA ETF 2.4 4 36 4.0 +0.1
XVV iShares ESG Screened S&P 500 ETF 2.4 8 32 4.0 +0.0
HYP Golden Eagle Dynamic Hypergrowth ETF 2.4 85 -45 -0.8 -4.7
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 29 4.2 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.4 10 30 3.4 -0.5
PCGG Polen Capital Global Growth ETF 2.4 85 -45 3.7 -0.2
XMHQ Invesco S&P MidCap Quality ETF 2.4 25 15 5.9 +1.9
DIVB iShares Core Dividend ETF 2.4 5 35 6.8 +2.8
GSPY Gotham Enhanced 500 ETF 2.4 50 -10 4.2 +0.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.4 48 -8 7.9 +4.0
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -2 5.3 +1.4
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 30 4.1 +0.1
SMOX Horizon Small/Mid Cap Core Equity ETF 2.4 75 -35 5.2 +1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 3.7 -0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 25 4.1 +0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 30 4.1 +0.1
FFTY Innovator IBD 50 ETF 2.3 80 -40 -0.1 -4.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 10 3.6 -0.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.3 12 28 3.5 -0.4
SWP SWP Growth & Income ETF 2.3 99 -59 4.1 +0.1
EPS WisdomTree U.S. LargeCap Fund 2.3 8 32 4.6 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.3 9 31 4.0 +0.1
ENHU iShares Enhanced Large Cap Core Active ETF 2.3 22 18 4.0 +0.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.3 35 5 11.3 +7.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 31 3.9 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 4.0 +0.1
CHRI Global X S&P 500 Christian Values ETF 2.2 29 11 3.8 -0.2
GPT Intelligent Alpha Atlas ETF 2.2 69 -29 5.9 +2.0
DFUV Dimensional US Marketwide Value ETF 2.2 22 18 6.0 +2.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 20 3.8 -0.1
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -50 2.9 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.2 7 33 3.9 -0.0
LRGF iShares U.S. Equity Factor ETF 2.2 8 32 4.4 +0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.2 60 -20 5.9 +1.9
VSDA VictoryShares Dividend Accelerator ETF 2.2 35 5 6.7 +2.7
RVRB Reverb ETF 2.2 30 10 3.9 -0.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 40 4.0 +0.0
VV Vanguard Large-Cap ETF 2.2 4 36 4.0 -0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.2 54 -14 5.9 +1.9
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.7 -0.3
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 17 2.8 -1.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.2 60 -20 6.1 +2.1
SCHX Schwab U.S. Large-Cap ETF 2.2 3 37 4.1 +0.1
GXLC Global X U.S. 500 ETF 2.2 2 38 3.9 -0.0
DON WisdomTree U.S. MidCap Dividend Fund 2.2 38 2 8.1 +4.2
USEW Cambria US EW ETF 2.2 30 10 4.0 +0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 2.2 2 38 4.3 +0.3
IVV iShares Core S&P 500 ETF 2.2 3 37 4.1 +0.1
SPY SPDR S&P 500 ETF 2.1 9 31 4.0 +0.0
STRV Strive 500 ETF 2.1 5 35 3.9 -0.0
PRF Invesco FTSE RAFI US 1000 ETF 2.1 34 6 5.5 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.1 32 8 3.8 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 29 4.0 +0.0
AVMV Avantis U.S. Mid Cap Value ETF 2.1 20 20 7.2 +3.2
DFUS Dimensional U.S. Equity ETF 2.1 9 31 3.9 -0.0
SCHK Schwab 1000 Index ETF 2.1 5 35 4.1 +0.1
IYY iShares Dow Jones U.S. ETF 2.1 20 20 3.9 -0.0
COWS Amplify Cash Flow Dividend Leaders ETF 2.1 0 40 7.2 +3.3
VOO Vanguard S&P 500 ETF 2.1 3 37 4.1 +0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 38 4.0 +0.0
TPHD Timothy Plan High Dividend Stock ETF 2.1 52 -12 6.1 +2.1
IWB iShares Russell 1000 ETF 2.1 15 25 4.0 +0.0
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -12 7.8 +3.8
METV Roundhill Ball Metaverse ETF 2.1 59 -19 7.5 +3.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.1 3 37 4.2 +0.3
VOTE TCW Transform 500 ETF 2.1 5 35 4.0 -0.0
TMFC Motley Fool 100 Index ETF 2.1 50 -10 2.8 -1.1
GK AdvisorShares Gerber Kawasaki ETF 2.1 75 -35 1.3 -2.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 3.8 -0.2
DFAU Dimensional US Core Equity Market ETF 2.1 12 28 4.2 +0.2
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 22 5.9 +1.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 28 6.1 +2.1
VONE Vanguard Russell 1000 ETF 2.1 7 33 4.1 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 3.9 -0.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.1 28 12 4.8 +0.8
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 5.8 +1.9
SCHB Schwab U.S. Broad Market ETF 2.1 3 37 4.1 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 37 4.0 +0.0
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.0 -0.0
IWV iShares Russell 3000 ETF 2.1 20 20 3.9 -0.1
XT iShares Exponential Technologies ETF 2.0 46 -6 3.6 -0.3
STOX Horizon Core Equity ETF 2.0 70 -30 3.5 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 29 11 5.4 +1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 5.0 +1.0
DCOR Dimensional US Core Equity 1 ETF 2.0 14 26 4.5 +0.5
SFTY Horizon Managed Risk ETF 2.0 77 -37 3.4 -0.6
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -39 3.2 -0.8
AVUS Avantis U.S. Equity ETF 2.0 15 25 4.6 +0.6
VTI Vanguard Total Stock Market ETF 2.0 3 37 4.0 +0.0
MGC Vanguard Mega Cap ETF 2.0 7 33 3.7 -0.2
DIHP Dimensional International High Profitability ETF 2.0 29 11 5.7 +1.7
VTHR Vanguard Russell 3000 ETF 2.0 7 33 4.0 +0.0
IWL iShares Russell Top 200 ETF 2.0 15 25 3.7 -0.2
XSMO Invesco S&P SmallCap Momentum ETF 2.0 39 1 3.5 -0.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.0 60 -20 4.2 +0.2
GGRW Gabelli Growth Innovators ETF 2.0 90 -50 1.9 -2.1
ZECP Zacks Earnings Consistent Portfolio ETF 2.0 55 -15 4.0 +0.1
IWFG IQ Winslow Focused Large Cap Growth ETF 2.0 65 -25 2.0 -1.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.0 12 28 6.1 +2.2
RWL Invesco S&P 500 Revenue ETF 2.0 39 1 5.7 +1.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 23 4.5 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 15 4.8 +0.8
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 15 4.4 +0.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 25 5.0 +1.0
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.8 +1.8
DEUS Xtrackers Russell US Multifactor ETF 1.9 17 23 6.4 +2.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 10 6.1 +2.1
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 6.8 +2.8
GVLU Gotham 1000 Value ETF 1.9 50 -10 8.2 +4.2
FLV American Century Focused Large Cap Value ETF 1.9 42 -2 6.0 +2.1
RAUS RACWI US ETF 1.9 15 25 4.0 +0.0
FFND Future Fund Active ETF 1.9 100 -60 4.2 +0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 4.7 +0.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 6.3 +2.3
DTEC ALPS Disruptive Technologies ETF 1.9 50 -10 3.3 -0.6
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 11 6.0 +2.0
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 3.8 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 6.1 +2.2
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -19 4.8 +0.9
ASLV Allspring Special Large Value ETF 1.8 35 5 5.1 +1.2
IVW iShares S&P 500 Growth ETF 1.8 18 22 2.8 -1.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.8 4 36 2.9 -1.1
PNQI Invesco NASDAQ Internet ETF 1.8 60 -20 3.7 -0.3
SFY SoFi Select 500 ETF 1.8 0 40 3.5 -0.4
WUGI AXS Esoterica NextG Economy ETF 1.8 75 -35 1.2 -2.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 25 6.1 +2.2
ULVM VictoryShares US Value Momentum ETF 1.8 20 20 6.0 +2.1
STXG Strive 1000 Growth ETF 1.8 18 22 3.1 -0.9
INCE Franklin Income Equity Focus ETF 1.8 29 11 5.2 +1.3
VOOG Vanguard S&P 500 Growth ETF 1.8 7 33 17.5 +13.5
IUSG iShares Core S&P U.S. Growth ETF 1.8 4 36 2.9 -1.0
RJDI RJ Eagle Dividend Select Income ETF 1.8 55 -15 4.4 +0.4
JQUA JPMorgan U.S. Quality Factor ETF 1.8 12 28 4.8 +0.8
IJR iShares Core S&P Small Cap ETF 1.8 6 34 6.2 +2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 25 6.0 +2.0
XMMO Invesco S&P MidCap Momentum ETF 1.8 34 6 3.2 -0.8
QGRO American Century U.S. Quality Growth ETF 1.7 29 11 3.8 -0.2
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 30 4.8 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.7 25 15 6.1 +2.1
DXUV Dimensional US Vector Equity ETF 1.7 28 12 5.1 +1.2
FDVV Fidelity High Dividend ETF 1.7 15 25 6.5 +2.6
GEW Cambria Global EW ETF 1.7 29 11 5.3 +1.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.7 25 15 6.1 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 4.3 +0.3
AVLV Avantis U.S. Large Cap Value ETF 1.7 15 25 5.7 +1.7
TOK iShares MSCI Kokusai ETF 1.7 26 14 4.1 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.7 75 -35 2.8 -1.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.7 49 -9 3.5 -0.5
CGDG Capital Group Dividend Growers ETF 1.6 47 -7 5.1 +1.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.6 20 20 7.4 +3.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 36 5.5 +1.5
VEGN US Vegan Climate ETF 1.6 60 -20 3.0 -0.9
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 -10 3.9 -0.1
URTH iShares MSCI World ETF 1.6 24 16 4.2 +0.2
DIVE Dana Concentrated Dividend ETF 1.6 65 -25 6.9 +3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -40 6.1 +2.2
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.3 +1.3
BLES Inspire Global Hope ETF 1.6 61 -21 5.6 +1.6
VALQ American Century U.S. Quality Value ETF 1.6 29 11 6.9 +3.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 36 3.2 -0.8
SSPY Syntax Stratified LargeCap ETF 1.6 30 10 6.0 +2.0
WCEO Hypatia Women CEO ETF 1.5 85 -45 4.6 +0.7
LIVR Intelligent Livermore ETF 1.5 69 -29 3.0 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 15 6.0 +2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -30 2.0 -2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 31 4.2 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 28 4.3 +0.3
YNOT Horizon Digital Frontier ETF 1.5 75 -35 2.2 -1.7
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.4 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.5 15 25 6.6 +2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.5 39 1 3.5 -0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -20 5.8 +1.8
OEF iShares S&P 100 ETF 1.5 20 20 3.7 -0.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 20 6.0 +2.0
TMDV ProShares Russell US Dividend Growers ETF 1.5 35 5 6.4 +2.5
BFOR ALPS Barron's 400 ETF 1.4 65 -25 4.9 +1.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.4 15 25 7.9 +3.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 22 7.8 +3.9
XSHQ Invesco S&P SmallCap Quality ETF 1.4 29 11 6.8 +2.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 30 7.9 +4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 33 5.1 +1.2
BGIG Bahl & Gaynor Income Growth ETF 1.4 45 -5 4.5 +0.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.4 20 20 5.8 +1.9
ILCG iShares Morningstar Growth ETF 1.4 4 36 2.9 -1.1
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 36 5.1 +1.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.4 95 -55 -0.6 -4.5
EZM WisdomTree U.S. MidCap Fund 1.4 38 2 7.9 +3.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.4 15 25 5.0 +1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.4 30 10 7.6 +3.7
NULG Nuveen ESG Large-Cap Growth ETF 1.4 26 14 2.7 -1.3
DIVN Horizon Dividend Income ETF 1.4 70 -30 6.5 +2.6
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 25 4.4 +0.4
ACWI iShares MSCI ACWI ETF 1.4 32 8 4.5 +0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 20 4.5 +0.6
VBK Vanguard Small-Cap Growth ETF 1.4 7 33 1.2 -2.8
NUSC Nuveen ESG Small-Cap ETF 1.4 31 9 4.8 +0.8
IOO iShares Global 100 ETF 1.4 41 -1 3.6 -0.3
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 5 2.4 -1.6
SHRY First Trust Bloomberg Shareholder Yield ETF 1.4 60 -20 8.6 +4.6
VXF Vanguard Extended Market ETF 1.4 5 35 3.6 -0.4
IWO iShares Russell 2000 Growth ETF 1.3 24 16 0.5 -3.5
CVAR Cultivar ETF 1.3 87 -47 7.1 +3.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.3 39 1 7.4 +3.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 4.7 +0.7
MDY SPDR S&P Midcap 400 ETF Trust 1.3 23 17 5.8 +1.8
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 5.6 +1.7
SGLC SGI U.S. Large Cap Core ETF 1.3 85 -45 3.5 -0.5
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 4 2.9 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.3 20 20 5.7 +1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 5.8 +1.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.3 30 10 3.9 -0.0
LCLG Logan Capital Broad Innovative Growth ETF 1.3 99 -59 2.6 -1.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 4.8 +0.8
USMF WisdomTree U.S. Multifactor Fund 1.3 28 12 6.3 +2.4
STXM Strive Mid-Cap ETF 1.3 18 22 5.8 +1.9
IJH iShares Core S&P Mid-Cap ETF 1.3 5 35 5.9 +2.0
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 37 6.0 +2.0
FFOX FundX Future Fund Opportunities ETF 1.3 100 -60 2.5 -1.5
VFMF Vanguard U.S. Multifactor ETF 1.3 18 22 6.5 +2.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 2.2 -1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 33 5.9 +2.0
VT Vanguard Total World Stock ETF 1.3 6 34 4.8 +0.9
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.3 40 0 6.9 +3.0
TOGA Tremblant Global ETF 1.3 69 -29 -0.2 -4.2
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.3 70 -30 4.0 +0.1
INRO iShares U.S. Industry Rotation Active ETF 1.3 42 -2 3.4 -0.6
OPTZ Optimize Strategy Index ETF 1.2 50 -10 3.2 -0.8
STXK Strive Small-Cap ETF 1.2 18 22 5.1 +1.2
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 10 5.1 +1.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.2 35 5 6.3 +2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -49 8.2 +4.2
ROUS Hartford Multifactor US Equity ETF 1.2 19 21 5.2 +1.2
RDVY First Trust Rising Dividend Achievers ETF 1.2 50 -10 5.1 +1.1
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 5.5 +1.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 20 4.1 +0.1
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -15 3.4 -0.5
FDRR Fidelity Dividend ETF for Rising Rates 1.2 15 25 5.6 +1.6
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -45 2.1 -1.9
DFNL Davis Select Financial ETF 1.1 63 -23 7.7 +3.7
VSLU Applied Finance Valuation Large Cap ETF 1.1 49 -9 4.7 +0.8
ASCE Allspring SMID Core ETF 1.1 38 2 2.9 -1.1
EBI Longview Advantage ETF 1.1 35 5 5.8 +1.8
FDLO Fidelity Low Volatility Factor ETF 1.1 15 25 4.8 +0.8
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 5.9 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.1 +2.2
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 30 0.6 -3.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 23 3.9 -0.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.1 75 -35 4.0 +0.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 30 4.0 +0.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.1 12 28 5.7 +1.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 25 4.0 0.0
FLDZ RiverNorth Patriot ETF 1.1 75 -35 5.6 +1.7
CZA Invesco Zacks Mid-Cap ETF 1.1 72 -32 5.9 +1.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 31 3.6 -0.3
BUYZ Franklin Disruptive Commerce ETF 1.1 50 -10 2.4 -1.6
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.4 +0.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 5 6.6 +2.6
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -55 1.9 -2.0
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 1.6 -2.4
VB Vanguard Small-Cap ETF 1.0 5 35 5.1 +1.1
SMMD iShares Russell 2500 ETF 1.0 15 25 5.3 +1.4
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.1 +2.1
VUG Vanguard Growth ETF 1.0 4 36 19.3 +15.3
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 16.0 +12.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.0 24 16 5.8 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.0 25 15 5.5 +1.5
FELG Fidelity Enhanced Large Cap Growth ETF 1.0 18 22 3.1 -0.9
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -30 9.7 +5.8
GQI Natixis Gateway Quality Income ETF 1.0 34 6 4.5 +0.5
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 4.1 +0.2
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -15 4.8 +0.9
TPSC Timothy Plan US Small Cap Core ETF 1.0 52 -12 6.6 +2.6
FDG American Century Focused Dynamic Growth ETF 1.0 45 -5 1.6 -2.3
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -50 7.7 +3.7
AVUQ Avantis U.S. Quality ETF 1.0 15 25 3.4 -0.5
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 7.7 +3.7
FLRG Fidelity U.S. Multifactor ETF 0.9 15 25 5.7 +1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -40 3.6 -0.3
QLTY GMO U.S. Quality ETF 0.9 50 -10 3.9 -0.1
ABIG Argent Large Cap ETF 0.9 49 -9 4.2 +0.2
NIXT Research Affiliates Deletions ETF 0.9 9 31 6.4 +2.5
FVAL Fidelity Value Factor ETF 0.9 15 25 5.7 +1.7
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 5 3.1 -0.9
PSC Principal U.S. Small-Cap ETF 0.9 38 2 3.6 -0.4
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 25 6.4 +2.4
EQL Alps Equal Sector Weight ETF 0.9 25 15 5.1 +1.1
DSMC Distillate Small/Mid Cash Flow ETF 0.9 55 -15 10.7 +6.7
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 1 7.7 +3.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.9 15 25 8.8 +4.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -20 3.4 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 21 5.0 +1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.8 60 -20 -0.9 -4.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 36 5.1 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.8 10 30 8.8 +4.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 22 2.8 -1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 0.8 39 1 7.5 +3.5
IJS iShares S&P Small-Cap 600 Value ETF 0.8 18 22 8.7 +4.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 19 2.7 -1.3
GOP Unusual Whales Subversive Republican Trading ETF 0.8 50 -10 4.1 +0.2
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 15 7.9 +3.9
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 3.8 -0.2
VBR Vanguard Small Cap Value ETF 0.8 7 33 7.8 +3.8
SDY State Street SPDR S&P Dividend ETF 0.8 35 5 6.1 +2.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.8 39 1 7.4 +3.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.8 36 4 8.2 +4.2
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -45 1.1 -2.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 10 3.5 -0.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.8 30 10 2.5 -1.4
TMFG Motley Fool Global Opportunities ETF 0.8 85 -45 3.7 -0.3
TMFS Motley Fool Small-Cap Growth ETF 0.8 85 -45 1.3 -2.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 -15 3.2 -0.8
COPY Tweedy, Browne Insider + Value ETF 0.8 80 -40 14.7 +10.7
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.2 +1.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.8 35 5 4.8 +0.8
FESM Fidelity Enhanced Small Cap ETF 0.8 28 12 2.2 -1.8
FCPI Fidelity Stocks for Inflation ETF 0.8 15 25 5.7 +1.7
TTAC FCF US Quality ETF 0.7 59 -19 5.6 +1.6
RSSL Global X Russell 2000 ETF 0.7 8 32 2.6 -1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.7 20 20 3.9 -0.1
DGT State Street SPDR Global Dow ETF 0.7 50 -10 5.5 +1.5
OSCV Opus Small Cap Value ETF 0.7 79 -39 5.9 +2.0
ALIL Argent Focused Small Cap ETF 0.7 74 -34 5.5 +1.6
IWM iShares Russell 2000 ETF 0.7 19 21 2.5 -1.4
SFGV Sequoia Global Value ETF 0.7 23 17 7.0 +3.1
FDLS Inspire Fidelis Multi Factor ETF 0.7 76 -36 3.2 -0.8
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 7.7 +3.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.7 35 5 3.1 -0.9
MFVL Motley Fool Value Factor ETF 0.7 50 -10 5.7 +1.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 9.1 +5.1
JEPI JPMorgan Equity Premium Income ETF 0.7 35 5 5.2 +1.2
XLG Invesco S&P 500 Top 50 ETF 0.7 20 20 3.4 -0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.3 -0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 0.7 15 25 6.4 +2.4
VTWO Vanguard Russell 2000 ETF 0.7 7 33 2.7 -1.3
GLOF iShares Global Equity Factor ETF 0.7 20 20 5.4 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 18 5.0 +1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 4.8 +0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 0.6 75 -35 1.5 -2.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 6.3 +2.3
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 27 5.5 +1.5
IUS Invesco RAFI Strategic US ETF 0.6 19 21 5.5 +1.5
IEDI iShares U.S. Consumer Focused ETF 0.6 18 22 5.3 +1.3
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.3 +3.3
EES WisdomTree U.S. SmallCap Fund 0.6 38 2 7.8 +3.8
SCHA Schwab U.S. Small-Cap ETF 0.6 4 36 4.2 +0.3
FBCG Fidelity Blue Chip Growth ETF 0.6 59 -19 2.0 -2.0
CGUS Capital Group Core Equity ETF 0.6 33 7 3.5 -0.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.6 59 -19 8.2 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 2 8.0 +4.1
DUHP Dimensional US High Profitability ETF 0.5 21 19 5.0 +1.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 5 4.3 +0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -25 4.3 +0.4
VFVA Vanguard U.S. Value Factor ETF 0.5 13 27 9.3 +5.4
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -60 2.9 -1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 3.9 -0.1
IWF iShares Russell 1000 Growth ETF 0.5 19 21 13.5 +9.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.5 20 20 8.5 +4.6
VONG Vanguard Russell 1000 Growth ETF 0.5 7 33 3.4 -0.6
FFOG Franklin Focused Growth ETF 0.5 61 -21 1.4 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -27 8.7 +4.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 5 8.9 +5.0
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 2.6 -1.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 20 5.8 +1.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.5 35 5 6.1 +2.1
ANEW ProShares MSCI Transformational Changes ETF 0.5 45 -5 4.3 +0.3
XMLV Invesco S&P MidCap Low Volatility ETF 0.4 25 15 7.0 +3.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.4 49 -9 6.2 +2.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 0.7 -3.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 28 3.4 -0.6
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 4.0 +0.1
SMCF Themes US Small Cap Cash Flow Champions ETF 0.4 29 11 9.8 +5.8
FMTM MarketDesk Focused U.S. Momentum ETF 0.4 45 -5 4.4 +0.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 0.4 55 -15 8.8 +4.9
CTEF Castellan Targeted Equity ETF 0.4 45 -5 2.6 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.4 18 22 6.8 +2.9
MFIG Motley Fool Innovative Growth Factor ETF 0.4 50 -10 2.6 -1.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 0 3.6 -0.4
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 3.4 -0.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.4 35 5 6.2 +2.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.0 +5.1
CSMD Congress SMid Growth ETF 0.4 69 -29 3.4 -0.6
ABLS Abacus FCF Small Cap Leaders ETF 0.4 59 -19 4.6 +0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 16 7.1 +3.1
AQLT iShares MSCI Global Quality Factor ETF 0.3 18 22 0.0 -4.0
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -19 7.6 +3.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 0 2.8 -1.2
CVY Invesco Zacks Multi-Asset Income ETF 0.3 106 -66 10.0 +6.0
WSGE Warren Street Global Equity ETF 0.2 80 -40 2.7 -1.2
AFSM First Trust Active Factor Small Cap ETF 0.2 75 -35 5.6 +1.6
FFLC Fidelity Fundamental Large Cap Core ETF 0.2 38 2 3.7 -0.2
DHS WisdomTree U.S. High Dividend Fund 0.2 38 2 8.2 +4.2
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 15 4.6 +0.6
FPAG FPA Global Equity ETF 0.2 49 -9 5.7 +1.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.3 +1.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 0.2 5 35 7.1 +3.1
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 4.9 +0.9
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 28 6.5 +2.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.1 6 34 7.0 +3.0
SCHD Schwab US Dividend Equity ETF 0.1 6 34 8.0 +4.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 -0.6 -4.6
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -20 7.8 +3.9
JPSV JPMorgan Active Small Cap Value ETF 0.1 74 -34 7.4 +3.5
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 15.4 +11.4
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 9.9 +5.9
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 12 8.6 +4.6
AFMC First Trust Active Factor Mid Cap ETF 0.1 65 -25 6.8 +2.9
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -19 3.4 -0.5
HDV iShares Core High Dividend ETF 0.1 8 32 30.3 +26.3
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 7.6 +3.6
VTWV Vanguard Russell 2000 Value ETF 0.1 10 30 4.8 +0.8
IWN iShares Russell 2000 Value ETF 0.1 24 16 4.7 +0.7
DURA VanEck Durable High Dividend ETF 0.0 29 11 6.4 +2.4
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 8.7 +4.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.0 50 -10 3.4 -0.6
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.