iShares U.S. Insurance ETF
ALTAR
Score™		 8.4% info Recommen-
dation		 OVERWEIGHT
2023E    2024E
P/E
ratio		 11.1x P/Sales
ratio		 1.2x
P/BV
ratio		 1.1x Div.
yield		 2.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Insurance ETF seeks to track the investment results of an index composed of U.S. equities in the insurance sector.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $457
Currency USD
Expense ratio 39 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 56
Wgt avg mkt cap (mns) $43,170
Large cap (>$10bn) 83.5%
Mid cap ($2-10bn) 14.6%
Small cap (<$2bn) 1.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 12.6 %
CHUBB LIMITED 11.8 %
TRAVELERS COS INC/THE 5.8 %
METLIFE INC 5.5 %
AMERICAN INTERNATIONAL GROUP 5.4 %
ARTHUR J GALLAGHER & CO 4.9 %
AFLAC INC 4.7 %
ALLSTATE CORP 4.3 %
PRUDENTIAL FINANCIAL INC 4.1 %
ARCH CAPITAL GROUP LTD 3.9 %
Total 63.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.8 %
SWITZERLAND 11.8 %
BERMUDA 5.3 %








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.
2.7% 11.2% 10.0% 12.1% 6.0%

Market Correlations
versus... Beta R-squared
S&P500 0.81 58%
MSCI EAFE 0.85 62%
MSCI Emg. Mkts. 0.63 39%

Technical Indicators
Recent close $83.33
30d moving avg. $88.97
Annualized volatility 22.3%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.5%
Relative strength (RSI) 34

Liquidity measures
Avg. volume (thou.) 56
Turnover 1.0%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $2,913

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 553 potential alternatives to the iShares U.S. Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with IAK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IAK Expense: 39 bp ALTAR Score™: 8.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAK
Ticker Fund
Name		 Overlap1
vs IAK
(%)		 Expense
ratio
(bp)		 Savings
vs IAK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IAK
(%)
KIE SPDR S&P Insurance ETF 52.6 35 4 9.0 +0.6
KBWP Invesco KBW Property & Casualty Insurance ETF 50.8 35 4 7.4 -1.0
PFI Invesco DWA Financial Momentum ETF 27.5 60 -21 8.6 +0.2
RYF Invesco S&P 500 Equal Weight Financials ETF 25.1 40 -1 10.3 +1.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 18.3 60 -21 7.0 -1.4
FXO First Trust Financials AlphaDEX Fund 17.8 61 -22 13.8 +5.4
IYF iShares U.S. Financials ETF 16.9 39 0 9.1 +0.7
FNCL Fidelity MSCI Financials Index ETF 16.2 8 31 9.9 +1.5
VFH Vanguard Financials Index Fund 16.0 10 29 9.9 +1.5
NVQ QRAFT AI-Enhanced US Next Value ETF 13.5 75 -36 13.4 +5.0
XLF Financial Select Sector SPDR Fund 12.4 10 29 9.3 +0.9
SPVM Invesco S&P 500 Value with Momentum ETF 11.8 39 0 10.1 +1.7
FOVL iShares Focused Value Factor ETF 11.3 25 14 13.2 +4.8
DFNL Davis Select Financial ETF 9.9 62 -23 9.9 +1.5
VAMO Cambria Value & Momentum ETF 9.4 64 -25 12.8 +4.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.9 25 14 6.9 -1.5
SPLV Invesco S&P 500 Low Volatility ETF 8.9 25 14 6.8 -1.6
WTV WisdomTree US Value Fund 8.8 12 27 9.9 +1.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.3 70 -31 6.3 -2.1
PKW Invesco Buyback Achievers ETF 8.1 64 -25 10.3 +1.9
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 7.9 20 19 8.8 +0.4
FLRG Fidelity U.S. Multifactor ETF 7.9 29 10 8.5 +0.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.8 60 -21 14.8 +6.4
PWV Invesco Dynamic Large Cap Value ETF 7.7 58 -19 9.3 +0.9
SPMV Invesco S&P 500 Minimum Variance ETF 7.6 10 29 6.6 -1.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.5 75 -36 11.2 +2.8
SYLD Cambria Shareholder Yield ETF 7.5 59 -20 13.6 +5.2
AILV Alpha Intelligent - Large Cap Value ETF 7.4 85 -46 7.4 -1.1
LGLV SPDR Russell 1000 Low Volatility ETF 7.2 12 27 6.2 -2.2
USMF WisdomTree U.S. Multifactor Fund 7.2 28 11 9.4 +1.0
FDLO Fidelity Low Volatility Factor ETF 7.1 29 10 6.5 -2.0
JOET Virtus Terranova US Quality Momentum ETF 7.1 29 10 7.2 -1.2
IXG iShares Global Financials ETF 6.8 40 -1 10.4 +2.0
GDIV Harbor Dividend Growth Leaders ETF 6.7 50 -11 8.2 -0.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.7 35 4 8.7 +0.3
OALC OneAscent Large Cap Core ETF 6.4 76 -37 6.6 -1.8
RPV Invesco S&P 500 Pure Value ETF 6.2 35 4 14.1 +5.7
WGRO WisdomTree U.S. Growth & Momentum Fund 6.1 55 -16 7.7 -0.7
SPMO Invesco S&P 500 Momentum ETF 6.1 13 26 7.8 -0.7
CZA Invesco Zacks Mid-Cap ETF 6.1 69 -30 7.8 -0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 6.0 52 -13 7.3 -1.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5.9 96 -57 5.5 -3.0
TPHD Timothy Plan High Dividend Stock ETF 5.9 52 -13 7.7 -0.7
STLV iShares Factors US Value Style ETF 5.9 25 14 10.7 +2.3
LVOL American Century Low Volatility ETF 5.8 29 10 6.7 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.8 35 4 6.9 -1.5
MTUM iShares MSCI USA Momentum Factor ETF 5.7 15 24 8.2 -0.2
VOE Vanguard Mid-Cap Value Index Fund 5.7 7 32 9.2 +0.7
SPGP Invesco S&P 500 GARP ETF 5.7 36 3 10.5 +2.1
IWS iShares Russell Mid-Cap Value ETF 5.6 23 16 7.9 -0.5
ESGS Columbia Sustainable U.S. Equity Income ETF 5.5 35 4 8.5 +0.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.5 17 22 8.7 +0.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.5 20 19 8.7 +0.3
FTCS First Trust Capital Strength ETF 5.4 55 -16 7.6 -0.8
DVY iShares Select Dividend ETF 5.4 39 0 9.7 +1.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.3 15 24 8.2 -0.2
XMMO Invesco S&P MidCap Momentum ETF 5.2 33 6 8.7 +0.2
VFMO Vanguard U.S. Momentum Factor ETF 5.2 13 26 4.4 -4.0
DIVS SmartETFs Dividend Builder ETF 5.1 65 -26 5.9 -2.6
ABEQ Absolute Core Strategy ETF 5.1 85 -46 5.3 -3.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.0 15 24 7.6 -0.9
AVLV Avantis U.S. Large Cap Value ETF 5.0 15 24 9.4 +1.0
JSTC Adasina Social Justice All Cap Global ETF 4.9 89 -50 6.7 -1.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.9 60 -21 11.8 +3.4
QLV FlexShares US Quality Low Volatility Index Fund 4.9 22 17 6.7 -1.7
TMDV ProShares Russell US Dividend Growers ETF 4.9 36 3 6.6 -1.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.9 64 -25 8.2 -0.2
USVT US Value ETF 4.8 49 -10 12.8 +4.4
RAYD Rayliant Quantitative Developed Market Equity ETF 4.8 80 -41 9.5 +1.1
AFMC First Trust Active Factor Mid Cap ETF 4.8 65 -26 10.3 +1.9
ONEY SPDR Russell 1000 Yield Focus ETF 4.7 20 19 11.0 +2.6
XMLV Invesco S&P MidCap Low Volatility ETF 4.7 25 14 7.8 -0.6
TMFM Motley Fool Mid-Cap Growth ETF 4.7 85 -46 4.9 -3.6
GFGF Guru Favorite Stocks ETF 4.6 65 -26 7.1 -1.3
PWC Invesco Dynamic Market ETF 4.6 60 -21 8.1 -0.3
RYJ Invesco Raymond James SB-1 Equity ETF 4.6 81 -42 5.9 -2.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.6 82 -43 6.7 -1.7
DFAT Dimensional U.S. Targeted Value ETF 4.6 29 10 10.1 +1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.6 52 -13 6.6 -1.8
TPLC Timothy Plan US Large Cap Core ETF 4.5 52 -13 7.2 -1.2
ROUS Hartford Multifactor US Equity ETF 4.5 19 20 8.7 +0.3
BKUS BNY Mellon Sustainable US Equity ETF 4.5 60 -21 5.9 -2.5
VFVA Vanguard U.S. Value Factor ETF 4.5 13 26 13.0 +4.6
SXUS Janus Henderson International Sustainable Equity ETF 4.5 60 -21 4.4 -4.0
FLV American Century Focused Large Cap Value ETF 4.5 42 -3 7.4 -1.0
DON WisdomTree U.S. MidCap Dividend Fund 4.4 38 1 10.3 +1.9
VNMC Natixis Vaughan Nelson Mid Cap ETF 4.4 85 -46 7.8 -0.6
SPVU Invesco S&P 500 Enhanced Value ETF 4.4 13 26 13.2 +4.8
RFV Invesco S&P Midcap 400 Pure Value ETF 4.4 35 4 12.8 +4.4
VBR Vanguard Small Cap Value Index Fund 4.4 7 32 9.6 +1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.3 55 -16 4.5 -3.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.3 15 24 19.9 +11.5
ONEO SPDR Russell 1000 Momentum Focus ETF 4.3 20 19 9.3 +0.9
CLRG IQ Chaikin U.S. Large Cap ETF 4.3 25 14 6.9 -1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 4.3 18 21 9.9 +1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 1 7.5 -0.9
MDYV SPDR S&P 400 Mid Cap Value ETF 4.3 15 24 10.0 +1.6
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -16 8.2 -0.2
YPS Arrow Reverse Cap 500 ETF 4.2 29 10 7.1 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.2 65 -26 5.9 -2.5
FSMD Fidelity Small-Mid Factor ETF 4.1 29 10 8.6 +0.2
XMVM Invesco S&P MidCap Value with Momentum ETF 4.1 39 0 14.0 +5.6
USMV iShares Edge MSCI Min Vol USA ETF 4.1 15 24 6.8 -1.6
SDY SPDR S&P Dividend ETF 4.1 35 4 7.4 -1.0
FLLV Franklin Liberty U.S. Low Volatility ETF 4.1 29 10 6.6 -1.8
ACSI American Customer Satisfaction Core Alpha ETF 4.1 65 -26 4.7 -3.7
VLU SPDR S&P 1500 Value Tilt ETF 4.0 12 27 8.8 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 4.0 59 -20 6.6 -1.9
RDVY First Trust Rising Dividend Achievers ETF 4.0 50 -11 9.9 +1.5
VEGN US Vegan Climate ETF 4.0 60 -21 6.2 -2.2
KONG Formidable Fortress ETF 4.0 89 -50 6.3 -2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.0 15 24 9.2 +0.8
IVSG Invesco Select Growth ETF 4.0 48 -9 5.1 -3.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.0 41 -2 7.5 -0.9
VYM Vanguard High Dividend Yield Index ETF 3.9 6 33 8.8 +0.4
AUSF Global X Adaptive U.S. Factor ETF 3.9 27 12 8.0 -0.4
FDMO Fidelity Momentum Factor ETF 3.9 29 10 6.7 -1.7
DFSV Dimensional US Small Cap Value ETF 3.9 31 8 9.5 +1.1
SMDY Syntax Stratified MidCap ETF 3.9 35 4 8.5 +0.1
JHMM John Hancock Multifactor Mid Cap ETF 3.9 41 -2 8.3 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.9 20 19 8.0 -0.4
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.9 30 9 9.3 +0.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.9 35 4 7.7 -0.7
QDYN FlexShares Quality Dividend Dynamic Index Fund 3.9 37 2 9.4 +1.0
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 3.9 35 4 7.7 -0.7
VFMF Vanguard U.S. Multifactor ETF 3.9 18 21 10.8 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.9 15 24 9.0 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 33 9.5 +1.1
NULV Nuveen ESG Large-Cap Value ETF 3.8 25 14 8.6 +0.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.8 15 24 7.7 -0.7
FDWM Fidelity Women's Leadership ETF 3.8 59 -20 6.4 -2.1
FTA First Trust Large Cap Value AlphaDEX Fund 3.8 59 -20 10.2 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 3.8 12 27 8.5 +0.1
FPAG FPA Global Equity ETF 3.8 49 -10 6.8 -1.6
IWR iShares Russell Midcap ETF 3.8 18 21 6.9 -1.5
DEF Invesco Defensive Equity ETF 3.7 55 -16 6.8 -1.6
FMIL Fidelity New Millennium ETF 3.7 59 -20 6.9 -1.5
HEET Hartford Schroders ESG US Equity ETF 3.7 39 0 7.6 -0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.7 39 0 9.4 +1.0
FVD First Trust Value Line Dividend Index Fund 3.7 67 -28 6.9 -1.5
FLDZ RiverNorth Volition America Patriot ETF 3.7 70 -31 7.3 -1.1
JMOM JPMorgan U.S. Momentum Factor ETF 3.7 12 27 7.5 -0.9
JQUA JPMorgan U.S. Quality Factor ETF 3.6 12 27 7.3 -1.1
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 19 7.4 -1.0
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 3.6 48 -9 8.2 -0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.6 80 -41 7.1 -1.3
WBIY WBI Power Factor High Dividend ETF 3.6 70 -31 13.3 +4.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.5 55 -16 6.7 -1.7
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 19 9.7 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 3.5 22 17 8.5 +0.1
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.5 45 -6 6.8 -1.7
FNK First Trust Mid Cap Value AlphaDEX Fund 3.5 70 -31 13.7 +5.3
IVOO Vanguard S&P Mid-Cap 400 ETF 3.5 10 29 17.4 +9.0
CWS AdvisorShares Focused Equity ETF 3.4 66 -27 6.6 -1.9
IJH iShares Core S&P Mid-Cap ETF 3.4 5 34 8.7 +0.3
SPMD SPDR Portfolio Mid Cap ETF 3.4 5 34 8.7 +0.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.4 80 -41 8.6 +0.2
IMCB iShares Morningstar Mid-Cap ETF 3.4 4 35 7.4 -1.0
REVS Columbia Research Enhanced Value ETF 3.4 19 20 9.6 +1.2
SAMT Strategas Macro Thematic Opportunities ETF 3.4 65 -26 4.2 -4.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.4 4 35 7.4 -1.0
DIA SPDR Dow Jones Industrial Average ETF Trust 3.4 16 23 7.2 -1.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.3 78 -39 10.5 +2.1
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.3 20 19 6.5 -1.9
RWK Invesco S&P MidCap 400 Revenue ETF 3.3 39 0 11.1 +2.7
SSPY Syntax Stratified LargeCap ETF 3.3 30 9 7.7 -0.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.3 12 27 7.8 -0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.3 24 15 9.6 +1.2
PRF Invesco FTSE RAFI US 1000 ETF 3.3 39 0 8.3 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 2 7.7 -0.7
RNMC Mid Cap US Equity Select ETF 3.3 60 -21 10.0 +1.6
STXV Strive 1000 Value ETF 3.3 18 21 9.3 +0.9
FAB First Trust Multi Cap Value AlphaDEX Fund 3.3 69 -30 11.9 +3.5
AVUV Avantis U.S. Small Cap Value ETF 3.3 25 14 11.9 +3.5
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 4 9.5 +1.1
JAVA JPMorgan Active Value ETF 3.2 44 -5 7.2 -1.2
FNX First Trust Mid Cap Core AlphaDEX Fund 3.2 59 -20 9.6 +1.2
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.2 25 14 11.0 +2.6
MAGA Point Bridge GOP Stock Tracker ETF 3.2 72 -33 7.1 -1.3
AVUS Avantis U.S. Equity ETF 3.2 15 24 7.8 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 30 7.3 -1.1
VO Vanguard Mid-Cap Index Fund 3.2 4 35 7.3 -1.1
IVDG Invesco Focused Discovery Growth ETF 3.2 59 -20 4.8 -3.6
XMHQ Invesco S&P MidCap Quality ETF 3.2 25 14 10.0 +1.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.2 40 -1 8.5 +0.1
SCHM Schwab U.S. Mid-Cap ETF 3.2 4 35 7.0 -1.5
VTV Vanguard Value Index Fund 3.2 4 35 8.6 +0.2
HOMZ Hoya Capital Housing ETF 3.1 30 9 10.5 +2.1
QDF FlexShares Quality Dividend Index Fund 3.1 37 2 8.7 +0.3
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 33 9.0 +0.6
SIZE iShares MSCI USA Size Factor ETF 3.1 15 24 7.2 -1.2
EGIS 2nd Vote Society Defended ETF 3.1 75 -36 7.5 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 3.1 50 -11 7.5 -0.9
RESP WisdomTree US ESG Fund of Benef Interest 3.1 28 11 7.9 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.1 29 10 8.8 +0.4
MBOX Freedom Day Dividend ETF 3.1 39 0 9.1 +0.7
KRMA Global X Conscious Companies ETF 3.0 43 -4 6.9 -1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.0 60 -21 12.4 +4.0
DFAS Dimensional U.S. Small Cap ETF 3.0 28 11 7.5 -0.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.0 30 9 10.4 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 35 8.1 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 3.0 6 33 5.5 -2.9
PDP Invesco DWA Momentum ETF 3.0 62 -23 5.9 -2.5
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -3 7.4 -1.1
IWD iShares Russell 1000 Value ETF 3.0 18 21 8.0 -0.4
DFUV Dimensional US Marketwide Value ETF 3.0 23 16 9.5 +1.1
VONV Vanguard Russell 1000 Value Index Fund 3.0 8 31 8.1 -0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 30 7.1 -1.3
PY Principal Shareholder Yield Index ETF 3.0 15 24 8.5 +0.1
BRNY Burney U.S. Factor Rotation ETF 3.0 79 -40 9.3 +0.9
RWL Invesco S&P 500 Revenue ETF 2.9 39 0 7.9 -0.5
SNPV Xtrackers S&P ESG Value ETF 2.9 15 24 8.0 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 29 6.3 -2.1
EZM WisdomTree U.S. MidCap Earnings Fund 2.9 38 1 12.2 +3.8
JEPI JPMorgan Equity Premium Income ETF 2.9 35 4 6.4 -2.0
ICAP InfraCap Equity Income Fund ETF 2.9 80 -41 11.2 +2.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.9 15 24 6.6 -1.8
VB Vanguard Small-Cap ETF 2.8 5 34 6.4 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.8 18 21 9.1 +0.7
FBCV Fidelity Blue Chip Value ETF 2.8 59 -20 7.8 -0.6
ISMD Inspire Small/Mid Cap Impact ETF 2.8 48 -9 6.8 -1.6
PFM Invesco Dividend Achievers ETF 2.8 53 -14 7.0 -1.4
CGDV Capital Group Dividend Value ETF 2.8 33 6 6.9 -1.5
PWB Invesco Dynamic Large Cap Growth ETF 2.8 56 -17 5.4 -3.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 32 6.2 -2.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.8 59 -20 8.3 -0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.8 10 29 6.3 -2.1
DIVB iShares Core Dividend 2.8 5 34 9.5 +1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.8 12 27 7.3 -1.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 2.8 25 14 8.3 -0.1
PSCF Invesco S&P SmallCap Financials ETF 2.8 29 10 11.8 +3.4
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 29 6.4 -2.0
VIG Vanguard Dividend Appreciation Index Fund 2.7 6 33 7.1 -1.4
FNDB Schwab Fundamental U.S. Broad Market Index ETF 2.7 25 14 8.2 -0.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.7 30 9 10.9 +2.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.6 20 19 7.2 -1.2
GVLU Gotham 1000 Value ETF 2.6 50 -11 12.1 +3.7
SDEI Sound Equity Income ETF 2.6 45 -6 10.6 +2.2
DUSA Davis Select U.S. Equity ETF 2.6 61 -22 10.3 +1.9
JHML John Hancock Multifactor Large Cap ETF 2.6 29 10 7.1 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.6 15 24 15.1 +6.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.6 15 24 7.6 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.6 17 22 7.6 -0.8
AFSM First Trust Active Factor Small Cap ETF 2.6 75 -36 10.1 +1.7
RNLC Large Cap US Equity Select ETF 2.6 60 -21 7.7 -0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.6 10 29 6.8 -1.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.6 35 4 9.7 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 2.6 10 29 6.8 -1.6
VSDA VictoryShares Dividend Accelerator ETF 2.6 35 4 7.2 -1.2
FCPI Fidelity Stocks for Inflation ETF 2.5 29 10 10.3 +1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 14 7.8 -0.6
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.5 6 33 5.9 -2.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.5 70 -31 6.2 -2.3
QUS SPDR MSCI USA StrategicFactors ETF 2.5 15 24 7.2 -1.2
MGV Vanguard Mega Cap Value ETF 2.5 7 32 8.4 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 15 9.3 +0.8
VFQY Vanguard U.S. Quality Factor ETF 2.5 13 26 9.1 +0.7
SCHA Schwab U.S. Small-Cap ETF 2.5 4 35 6.0 -2.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.5 7 32 10.5 +2.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.4 17 22 5.9 -2.5
ETHO Etho Climate Leadership U.S. ETF 2.4 47 -8 5.3 -3.1
HLGE Hartford Longevity Economy ETF 2.4 44 -5 8.6 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 19 20 7.5 -0.9
GURU Global X Guru Index ETF 2.4 75 -36 5.0 -3.4
SSLY Syntax Stratified SmallCap ETF 2.4 35 4 7.7 -0.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.4 65 -26 7.7 -0.7
QLC FlexShares US Quality Large Cap Index Fund 2.4 25 14 7.6 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.4 9 30 7.4 -1.0
FDVV Fidelity Core Dividend ETF 2.4 29 10 12.1 +3.7
FQAL Fidelity Quality Factor ETF 2.3 29 10 7.8 -0.6
SDOG ALPS Sector Dividend Dogs ETF 2.3 40 -1 11.4 +3.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 35 6.5 -1.9
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 53 -14 9.2 +0.8
NULC Nuveen ESG Large-Cap ETF 2.3 20 19 6.4 -2.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.3 18 21 8.4 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 27 12 7.1 -1.3
IUS Invesco Strategic US ETF 2.2 19 20 8.1 -0.3
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.2 35 4 9.1 +0.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 27 8.0 -0.4
IWN iShares Russell 2000 Value ETF 2.2 23 16 6.7 -1.7
YALL God Bless America ETF 2.2 65 -26 4.3 -4.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -6 5.6 -2.8
VTWV Vanguard Russell 2000 Value Index Fund 2.2 15 24 6.7 -1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.2 15 24 14.3 +5.9
LRGF iShares Edge MSCI Multifactor USA ETF 2.2 8 31 7.9 -0.5
FSST Fidelity Sustainability U.S. Equity ETF 2.2 59 -20 6.3 -2.1
DGRO iShares Core Dividend Growth ETF 2.2 8 31 8.0 -0.4
SFYX Sofi Next 500 ETF 2.1 0 39 7.3 -1.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 19 7.2 -1.2
SPDV AAM S&P 500 High Dividend Value ETF 2.1 29 10 12.2 +3.8
NUSC Nuveen ESG Small-Cap ETF 2.1 30 9 5.9 -2.5
VXF Vanguard Extended Market Index Fund 2.1 6 33 4.5 -3.9
ILCV iShares Morningstar Value ETF 2.1 4 35 8.4 -0.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.1 60 -21 8.7 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 10 29 17.0 +8.6
BTHM BlackRock Future U.S. Themes ETF 2.1 60 -21 6.6 -1.8
ISCB iShares Morningstar Small-Cap ETF 2.1 4 35 5.6 -2.8
IUSV iShares Core S&P U.S. Value ETF 2.1 4 35 7.5 -0.9
STXK Strive Small-Cap ETF 2.1 18 21 6.4 -2.0
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 14 5.6 -2.8
IJR iShares Core S&P Small Cap ETF 2.1 6 33 8.6 +0.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.0 5 34 8.6 +0.2
SLY SPDR S&P 600 Small Cap ETF 2.0 15 24 8.5 +0.1
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 30 6.5 -1.9
DTD WisdomTree U.S.Total Dividend Fund 2.0 28 11 8.3 -0.1
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.0 25 14 7.4 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 24 8.8 +0.4
IQSU IQ Candriam ESG US Equity ETF 2.0 9 30 6.3 -2.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.0 15 24 8.7 +0.3
ESIX SPDR S&P SmallCap 600 ESG ETF 2.0 12 27 8.8 +0.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 27 6.7 -1.7
VOOV Vanguard S&P 500 Value ETF 1.9 10 29 7.3 -1.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 24 6.4 -2.0
IVE iShares S&P 500 Value ETF 1.9 18 21 7.2 -1.2
SPYV SPDR Portfolio S&P 500 Value ETF 1.9 4 35 7.3 -1.1
RNDV US Equity Dividend Select ETF 1.9 50 -11 10.0 +1.6
SMMD iShares Russell 2500 ETF 1.9 15 24 6.8 -1.6
FDL First Trust Morningstar Dividend Leaders Index Fund 1.9 45 -6 10.8 +2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 28 7.1 -1.3
DSI iShares MSCI KLD 400 Social ETF 1.9 25 14 6.7 -1.7
DFAU Dimensional US Core Equity Market ETF 1.9 12 27 6.9 -1.5
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.9 19 20 8.7 +0.3
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 27 10.2 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.9 15 24 19.2 +10.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 25 6.6 -1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.9 70 -31 4.0 -4.4
FUNL CornerCap Fundametrics Large-Cap ETF 1.9 50 -11 9.0 +0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 1.9 27 12 6.3 -2.2
IJS iShares S&P Small-cap 600 Value ETF 1.9 18 21 9.5 +1.1
SLYV SPDR S&P 600 Small Cap Value ETF 1.9 15 24 9.5 +1.1
CSML IQ Chaikin U.S. Small Cap ETF 1.9 35 4 6.9 -1.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.9 30 9 9.5 +1.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.9 20 19 8.5 +0.1
VFMV Vanguard U.S. Minimum Volatility ETF 1.8 13 26 6.9 -1.5
TMFX Motley Fool Next Index ETF 1.8 50 -11 4.0 -4.4
VLUE iShares MSCI USA Value Factor ETF 1.8 15 24 12.4 +4.0
SVAL iShares US Small Cap Value Factor ETF 1.8 20 19 12.6 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 0 5.8 -2.6
XVV iShares ESG Screened S&P 500 ETF 1.8 8 31 6.7 -1.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.8 25 14 7.4 -1.0
FPXI First Trust International Equity Opportunities ETF 1.8 70 -31 -0.6 -9.0
RAFE PIMCO RAFI ESG U.S. ETF 1.8 29 10 8.9 +0.4
ROSC Hartford Multifactor Small Cap ETF 1.8 34 5 12.8 +4.4
SPTM SPDR Portfolio Total Stock Market ETF 1.8 3 36 7.0 -1.4
ECOZ TrueMark ESG Active Opportunities ETF 1.8 58 -19 5.4 -3.0
DFUS Dimensional U.S. Equity ETF 1.7 11 28 6.7 -1.7
HAPY Harbor Corporate Culture Leaders ETF 1.7 36 3 4.9 -3.5
EQWL Invesco Russell Top 200 Equal Weight ETF 1.7 25 14 7.7 -0.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 24 8.4 +0.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 11 7.9 -0.5
FTGS First Trust Growth Strength ETF 1.7 60 -21 8.1 -0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.7 29 10 8.9 +0.5
IWM iShares Russell 2000 ETF 1.7 19 20 4.9 -3.6
IWB iShares Russell 1000 ETF 1.7 15 24 6.6 -1.8
VTWO Vanguard Russell 2000 Index Fund 1.7 10 29 4.9 -3.5
VTHR Vanguard Russell 3000 Index Fund 1.7 10 29 6.5 -1.9
VONE Vanguard Russell 1000 ETF 1.7 8 31 6.7 -1.7
IWV iShares Russell 3000 ETF 1.7 20 19 6.4 -2.0
SCHK Schwab 1000 Index ETF 1.7 5 34 6.7 -1.7
IYY iShares Dow Jones U.S. ETF 1.7 20 19 6.5 -1.9
SCHB Schwab U.S. Broad Market ETF 1.7 3 36 6.6 -1.8
OSCV Opus Small Cap Value Plus ETF 1.7 79 -40 7.1 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 36 6.5 -1.9
IWX iShares Russell Top 200 Value ETF 1.7 20 19 8.0 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.7 27 12 6.5 -1.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 1.7 28 11 7.2 -1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 19 6.6 -1.8
VTI Vanguard Total Stock Market Index Fund 1.7 3 36 6.5 -1.9
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 36 6.8 -1.7
SHE SPDR SSGA Gender Diversity Index ETF 1.6 20 19 6.9 -1.5
EPS WisdomTree U.S. Earnings 500 Fund 1.6 8 31 8.3 -0.1
SCHX Schwab U.S. Large-Cap ETF 1.6 3 36 6.7 -1.7
RECS Columbia Research Enhanced Core ETF 1.6 15 24 7.8 -0.6
PBUS Invesco PureBeta MSCI USA ETF 1.6 4 35 6.8 -1.6
SPY SPDR S&P 500 ETF Trust 1.6 9 30 6.8 -1.6
IVV iShares Core S&P 500 ETF 1.6 3 36 6.9 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 10 6.5 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 37 6.7 -1.7
VOO VANGUARD S&P 500 ETF 1.6 3 36 6.9 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 28 6.7 -1.8
SPYD SPDR S&P 500 High Dividend ETF 1.6 7 32 11.3 +2.9
SPLG SPDR Portfolio S&P 500 ETF 1.6 3 36 6.9 -1.6
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.6 17 22 6.9 -1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 1.6 39 0 13.9 +5.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.6 35 4 10.1 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 1.6 35 4 10.1 +1.7
ESG FlexShares STOXX US ESG Impact Index Fund 1.6 32 7 6.6 -1.8
DHS WisdomTree U.S. High Dividend Fund 1.6 38 1 10.3 +1.9
HKND Humankind US Stock ETF 1.6 11 28 8.4 +0.0
IPDP Dividend Performers ETF 1.6 89 -50 7.2 -1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -36 6.4 -2.0
NTZG Nuveen Global Net Zero Transition ETF 1.5 55 -16 6.1 -2.3
VOTE Engine No. 1 Transform 500 ETF 1.5 5 34 6.5 -1.9
STRV Strive 500 ETF 1.5 5 34 6.6 -1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 32 6.7 -1.8
VV Vanguard Large-Cap Index Fund 1.5 4 35 6.7 -1.7
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 0 8.6 +0.2
CGUS Capital Group Core Equity ETF 1.5 33 6 6.7 -1.7
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 29 6.9 -1.5
ESGU iShares MSCI USA ESG Optimized ETF 1.5 15 24 6.7 -1.7
CVY Invesco Zacks Multi-Asset Income ETF 1.5 100 -61 13.6 +5.2
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 10 9.8 +1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -56 2.7 -5.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.4 39 0 9.1 +0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 15 24 14.8 +6.4
SLYG SPDR S&P 600 Small Cap Growth ETF 1.4 15 24 7.5 -1.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 21 7.4 -1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.4 18 21 6.6 -1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 19 6.6 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 29 7.0 -1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -26 9.0 +0.5
IUSG iShares Core S&P US Growth ETF 1.4 4 35 7.0 -1.4
RVRB Reverb ETF 1.4 30 9 6.7 -1.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 30 5.1 -3.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.3 39 0 12.9 +4.5
AMID Argent Mid Cap ETF 1.3 52 -13 10.7 +2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -20 6.7 -1.7
VOOG Vanguard S&P 500 Growth ETF 1.3 10 29 7.0 -1.4
IVW iShares S&P 500 Growth ETF 1.3 18 21 6.9 -1.5
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -40 6.0 -2.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 35 7.0 -1.4
SFY SoFi Select 500 ETF 1.3 0 39 6.9 -1.5
SCHD Schwab U.S. Dividend Equity ETF 1.3 6 33 9.7 +1.3
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.3 49 -10 6.6 -1.9
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 9 7.6 -0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.3 29 10 10.6 +2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 63 -24 5.3 -3.1
FYT First Trust Small Cap Value AlphaDEX Fund 1.3 71 -32 13.4 +5.0
PRAY FIS Biblically Responsible Risk Managed ETF 1.2 68 -29 7.3 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 -4 7.1 -1.3
VALQ American Century STOXX U.S. Quality Value ETF 1.2 29 10 11.0 +2.6
INNO Harbor Disruptive Innovation ETF 1.2 75 -36 -3.6 -12.0
IWO iShares Russell 2000 Growth ETF 1.2 23 16 3.1 -5.3
VTWG Vanguard Russell 2000 Growth Index Fund 1.2 15 24 3.2 -5.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 30 7.0 -1.4
ILCG iShares Morningstar Growth ETF 1.2 4 35 5.5 -2.9
MGC Vanguard Mega Cap Index Fund 1.2 7 32 6.5 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 39 6.6 -1.8
DGT SPDR Global Dow ETF 1.2 50 -11 8.4 -0.1
TOK iShares MSCI Kokusai ETF 1.2 25 14 7.0 -1.5
SQLV Legg Mason Small-Cap Quality Value 1.2 61 -22 12.4 +4.0
BLES Inspire Global Hope Large Cap ETF 1.2 49 -10 7.2 -1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 30 7.2 -1.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 1 10.4 +2.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 33 2.3 -6.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.1 35 4 9.4 +1.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 1.1 36 3 9.4 +1.0
SUSA iShares MSCI USA ESG Select ETF 1.1 25 14 6.5 -1.9
DFND Siren DIVCON Dividend Defender ETF 1.1 150 -111 6.3 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 19 8.3 -0.1
URTH iShares MSCI World ETF 1.1 24 15 7.1 -1.3
ITAN Sparkline Intangible Value ETF 1.1 50 -11 7.8 -0.6
DURA VanEck Morningstar Durable Dividend ETF 1.1 29 10 9.2 +0.8
ACVF American Conservative Values ETF 1.1 75 -36 5.9 -2.5
FVAL Fidelity Value Factor ETF 1.1 29 10 10.1 +1.7
SIXA 6 Meridian Mega Cap Equity ETF 1.1 82 -43 8.6 +0.2
KBE SPDR S&P Bank ETF 1.1 35 4 14.1 +5.7
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 -13 9.3 +0.9
SIXS 6 Meridian Small Cap Equity ETF 1.0 100 -61 9.8 +1.4
GSPY Gotham Enhanced 500 ETF 1.0 50 -11 7.1 -1.3
EQUL IQ Engender Equality ETF 1.0 45 -6 7.8 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 19 7.5 -0.9
TTAC TrimTabs US Free Cash Flow Quality ETF 1.0 59 -20 8.2 -0.2
DBLV AdvisorShares DoubleLine Value Equity ETF 1.0 91 -52 13.1 +4.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -13 8.8 +0.3
VT Vanguard Total World Stock ETF 1.0 7 32 7.3 -1.1
IWL iShares Russell Top 200 ETF 1.0 15 24 6.5 -1.9
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 0 8.9 +0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.0 19 20 7.9 -0.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -22 9.3 +0.9
ACWI iShares MSCI ACWI ETF 1.0 32 7 7.2 -1.2
BFOR Barron's 400 ETF 1.0 65 -26 10.7 +2.3
AHOY Newday Ocean Health ETF 1.0 75 -36 6.7 -1.7
EES WisdomTree SmallCap Earnings Fund 1.0 38 1 13.3 +4.9
ROCI ROC ETF 1.0 49 -10 5.5 -2.9
ACWF iShares MSCI Global Multifactor ETF 0.9 35 4 9.8 +1.4
RNSC Small Cap US Equity Select ETF 0.9 60 -21 9.0 +0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 9 10.3 +1.9
PSET Principal Price Setters Index ETF 0.9 15 24 7.4 -1.0
DIVD Altrius Global Dividend ETF 0.9 49 -10 12.1 +3.7
STXG Strive 1000 Growth ETF 0.9 18 21 5.8 -2.6
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -36 8.0 -0.4
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 -10 8.0 -0.4
NUDV Nuveen ESG Dividend ETF 0.8 25 14 8.2 -0.2
VDNI V-Shares US Leadership Diversity ETF 0.8 29 10 6.8 -1.6
VBK Vanguard Small-Cap Growth Index Fund 0.8 7 32 1.8 -6.6
IVLC Invesco US Large Cap Core ESG ETF 0.8 48 -9 6.6 -1.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.8 38 1 11.9 +3.5
QUAL iShares MSCI Usa Quality Factor ETF 0.8 15 24 7.9 -0.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 14 8.1 -0.3
DEW WisdomTree Global High Dividend Fund 0.7 58 -19 11.0 +2.6
KVLE KFA Value Liner Dynamic Core Equity Index ETF 0.7 55 -16 7.3 -1.1
RFFC RiverFront Dynamic US Flex-Cap ETF 0.7 52 -13 7.1 -1.3
WLDR Affinity World Leaders Equity ETF 0.7 67 -28 10.6 +2.2
KBWD Invesco KBW High Dividend Yield Financial ETF 0.7 124 -85 13.6 +5.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.7 41 -2 7.0 -1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -36 7.7 -0.7
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 16 5.6 -2.8
STXD Strive 1000 Dividend Growth ETF 0.6 35 4 6.8 -1.6
LVHD Legg Mason Low Volatility High Dividend ETF 0.6 27 12 8.4 -0.1
WKLY SoFi Weekly Dividend ETF 0.6 49 -10 9.4 +1.0
PSC Principal U.S. Small Cap Index ETF 0.6 38 1 9.8 +1.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 57 -18 14.0 +5.6
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.6 39 0 6.8 -1.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.6 35 4 13.8 +5.4
SPHQ Invesco S&P 500 Quality ETF 0.6 15 24 7.0 -1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -9 7.8 -0.6
SPHB Invesco S&P 500 High Beta ETF 0.5 25 14 5.2 -3.2
ALTL Pacer Lunt Large Cap Alternator ETF 0.5 60 -21 4.8 -3.6
LYFE 2nd Vote Life Neutral Plus ETF 0.5 75 -36 7.7 -0.7
VOT Vanguard Mid-Cap Growth Index Fund 0.5 7 32 5.5 -2.9
IWF iShares Russell 1000 Growth ETF 0.5 18 21 6.1 -2.3
VONG Vanguard Russell 1000 Growth Index Fund 0.5 8 31 6.3 -2.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.5 21 18 4.7 -3.7
BIBL Inspire ETF 0.5 35 4 6.3 -2.1
VUSE Vident Core US Equity Fund 0.5 50 -11 9.2 +0.8
IWY iShares Russell Top 200 Growth ETF 0.5 20 19 6.3 -2.1
VIDI Vident International Equity Fund 0.4 61 -22 12.3 +3.9
DWAS Invesco DWA SmallCap Momentum ETF 0.4 60 -21 2.2 -6.2
XSHQ Invesco S&P SmallCap Quality ETF 0.4 29 10 12.3 +3.9
ZIG The Acquirers Fund 0.4 89 -50 16.5 +8.1
IWC iShares Micro-Cap ETF 0.4 60 -21 -4.6 -13.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -10 6.6 -1.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -21 10.5 +2.1
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -41 18.3 +9.9
DUHP Dimensional US High Profitability ETF 0.3 22 17 9.0 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 15 24 5.5 -2.9
OEF iShares S&P 100 ETF 0.3 20 19 6.5 -1.9
QGRO American Century STOXX U.S. Quality Growth ETF 0.3 29 10 7.2 -1.2
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.3 42 -3 7.1 -1.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 70 -31 3.9 -4.5
SXQG 6 Meridian Quality Growth ETF 0.2 100 -61 5.6 -2.8
HDV iShares Core High Dividend ETF 0.2 8 31 10.3 +1.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 4 9.5 +1.1
ERSX ERShares NextGen Entrepreneurs ETF 0.2 75 -36 6.8 -1.6
PAWZ ProShares Pet Care ETF 0.2 50 -11 4.3 -4.1
TMFC Motley Fool 100 Index ETF 0.2 50 -11 5.4 -3.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 9 11.7 +3.3
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.2 60 -21 6.2 -2.2
BYOB SoFi Be Your Own Boss ETF 0.2 59 -20 -3.2 -11.6
SQEW LeaderShares Equity Skew ETF 0.1 75 -36 6.5 -1.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.1 50 -11 3.7 -4.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.1 30 9 6.6 -1.8
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.1 127 -88 3.1 -5.3
KOMP SPDR Kensho New Economies Composite ETF 0.1 20 19 -1.3 -9.7
FDM First Trust Dow Jones Select Microcap Index Fund 0.1 60 -21 10.1 +1.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 40 -1 5.2 -3.2
ITEQ BlueStar Israel Technology ETF 0.1 75 -36 2.5 -5.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -6 2.2 -6.2
ISRA VanEck Israel ETF 0.1 59 -20 9.0 +0.6
FINX Global X FinTech Thematic ETF 0.1 68 -29 5.2 -3.2
VUG Vanguard Growth Index Fund 0.0 4 35 5.5 -2.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.0 60 -21 6.4 -2.1

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

  2018 2019 2020 2021 2022 2023E 2024E
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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
  2022 2023E 2024E
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Historical valuation trends

Forward
multiple:		 iShares U.S. Insurance ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 8.9 %
Divided by: Fwd. P/BV 1.0 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 8.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.52
 
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.