iShares U.S. Insurance ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 11.3x P/Sales
ratio		 1.4x
P/BV
ratio		 1.8x Div.
yield		 2.1%


  • 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) $426
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 58
Wgt avg mkt cap (mns) $60,066
Large cap (>$10bn) 90.3%
Mid cap ($2-10bn) 7.9%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 13.4 %
CHUBB LIMITED 13.2 %
TRAVELERS COS INC/THE 7.3 %
ALLSTATE CORP 6.0 %
AFLAC INC 5.8 %
HARTFORD FINANCIAL SVCS GRP 4.5 %
METLIFE INC 4.3 %
AMERICAN INTERNATIONAL GROUP 4.3 %
PRUDENTIAL FINANCIAL INC 4.1 %
ARCH CAPITAL GROUP LTD 4.1 %
Total 67.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.2 %
SWITZERLAND 13.4 %
BERMUDA 5.4 %








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.
0.3% 2.1% 16.1% 13.4% 7.0%

Market Correlations
versus... Beta R-squared
S&P500 0.51 27%
MSCI EAFE 0.63 30%
MSCI Emg. Mkts. 0.34 11%

Technical Indicators
Recent close $137.56
30d moving avg. $133.71
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 90
Turnover 2.9%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 626 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: 40 bp ALTAR Score™: 6.6%


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 State Street SPDR S&P Insurance ETF 48.1 35 5 6.5 -0.1
FXO First Trust Financials AlphaDEX Fund 25.4 62 -22 8.1 +1.5
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.5 40 0 6.4 -0.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 16.0 65 -25 5.0 -1.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 15.0 49 -9 5.0 -1.6
USCF Themes US Cash Flow Champions ETF 14.1 29 11 7.6 +1.0
FTDS First Trust Dividend Strength ETF 14.0 70 -30 6.7 +0.1
IYF iShares U.S. Financials ETF 13.7 40 0 5.7 -0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 13.2 60 -20 8.0 +1.4
WTV WisdomTree US Value Fund of Benef Interest 12.3 12 28 7.7 +1.1
LYLD Cambria Large Cap Shareholder Yield ETF 11.8 59 -19 8.1 +1.5
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 1 6.3 -0.3
RDVY First Trust Rising Dividend Achievers ETF 11.2 50 -10 5.2 -1.4
LGCF Themes US Cash Flow Champions ETF 10.9 30 10 7.3 +0.7
VFH Vanguard Financials ETF 10.8 9 31 6.2 -0.4
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -32 5.7 -0.9
AVIE Avantis  Inflation Focused Equity ETF 10.7 25 15 5.9 -0.7
GVLU Gotham 1000 Value ETF 10.6 50 -10 8.0 +1.4
FNCL Fidelity MSCI Financials Index ETF 10.4 8 32 6.1 -0.5
XLF The Financial Select Sector SPDR Fund 9.8 8 32 5.8 -0.8
DFNL Davis Select Financial ETF 9.5 63 -23 7.4 +0.8
AVMV Avantis U.S. Mid Cap Value ETF 9.3 20 20 7.2 +0.6
MBOX Freedom Day Dividend ETF 9.0 39 1 6.8 +0.2
SPGP Invesco S&P 500 GARP ETF 9.0 34 6 5.7 -0.9
PWV Invesco Large Cap Value ETF 8.6 55 -15 6.4 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.6 30 10 7.2 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 8.5 59 -19 7.5 +1.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.2 75 -35 6.2 -0.3
PKW Invesco Buyback Achievers ETF 8.0 62 -22 7.1 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 7.4 60 -20 6.2 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 8.6 +2.0
AVLV Avantis U.S. Large Cap Value ETF 7.3 15 25 6.0 -0.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.2 55 -15 8.9 +2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.0 65 -25 4.8 -1.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.9 15 25 5.9 -0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 1 7.5 +0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 6.8 20 20 7.0 +0.5
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 8.7 +2.2
FVD First Trust Value Line Dividend Index Fund 6.8 65 -25 5.3 -1.3
FSCS First Trust SMID Capital Strength ETF 6.7 60 -20 6.4 -0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.7 60 -20 5.6 -1.0
VSDA VictoryShares Dividend Accelerator ETF 6.6 35 5 6.1 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.1 -1.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 6.6 12 28 5.2 -1.4
ALTL Pacer Lunt Large Cap Alternator ETF 6.5 60 -20 4.6 -2.0
VOE Vanguard Mid-Cap Value ETF 6.5 7 33 6.7 +0.1
KAT Scharf ETF 6.5 87 -47 5.7 -0.9
DVY iShares Select Dividend ETF 6.5 38 2 7.9 +1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 6.5 67 -27 8.6 +2.0
XMLV Invesco S&P MidCap Low Volatility ETF 6.3 25 15 6.5 -0.1
BRIF FIS Bright Portfolios Focused Equity ETF 6.3 65 -25 3.7 -2.9
EQRR ProShares Equities for Rising Rates ETF 6.2 35 5 6.3 -0.3
FTCS First Trust Capital Strength ETF 6.2 55 -15 5.1 -1.5
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -66 10.0 +3.4
DEUS Xtrackers Russell US Multifactor ETF 6.1 17 23 6.3 -0.3
ABEQ Absolute Select Value ETF 6.0 85 -45 4.0 -2.6
USMV iShares MSCI USA Min Vol Factor ETF 6.0 15 25 5.0 -1.6
PY Principal Value ETF 5.9 15 25 6.9 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 5.9 6 34 6.9 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 5.9 38 2 7.9 +1.3
SYLD Cambria Shareholder Yield ETF 5.8 59 -19 10.4 +3.9
SDY State Street SPDR S&P Dividend ETF 5.8 35 5 5.7 -0.9
USMF WisdomTree U.S. Multifactor Fund 5.7 28 12 6.4 -0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.7 20 20 5.4 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 5.6 43 -3 3.6 -3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.5 80 -40 6.5 -0.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.3 -0.3
AVMC Avantis U.S. Mid Cap Equity ETF 5.4 18 22 5.9 -0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.4 60 -20 5.0 -1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 5 5.0 -1.6
JOET Virtus Terranova US Quality Momentum ETF 5.2 29 11 3.8 -2.8
BGIG Bahl & Gaynor Income Growth ETF 5.1 45 -5 4.4 -2.2
DFLV Dimensional US Large Cap Value ETF 5.1 22 18 6.2 -0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 15 4.8 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 15 4.7 -1.9
IXG iShares Global Financials ETF 5.0 42 -2 6.3 -0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 5.0 80 -40 5.6 -1.0
PRXV Praxis Impact Large Cap Value ETF 5.0 36 4 5.6 -1.0
GKAT Scharf Global Opportunity ETF 4.9 57 -17 5.5 -1.1
FNK First Trust Mid Cap Value AlphaDEX Fund 4.9 70 -30 9.5 +2.9
TMDV ProShares Russell US Dividend Growers ETF 4.9 35 5 5.9 -0.7
FBCV Fidelity Blue Chip Value ETF 4.8 59 -19 5.8 -0.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.8 59 -19 5.1 -1.5
SMCF Themes US Small Cap Cash Flow Champions ETF 4.8 29 11 10.2 +3.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.7 40 0 6.4 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.7 70 -30 4.4 -2.2
ROE Astoria US Quality Kings ETF 4.6 49 -9 5.5 -1.1
QLV FlexShares US Quality Low Volatility Index Fund 4.6 22 18 4.9 -1.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.6 60 -20 9.5 +3.0
VAMO Cambria Value & Momentum ETF 4.5 61 -21 5.1 -1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -40 3.6 -3.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 10 3.9 -2.6
BGDV Bahl & Gaynor Dividend ETF 4.4 45 -5 3.9 -2.7
VFVA Vanguard U.S. Value Factor ETF 4.4 13 27 9.5 +2.9
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 5.7 -0.9
AVUV Avantis U.S. Small Cap Value ETF 4.4 25 15 8.2 +1.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.4 35 5 6.4 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.6 -1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 8.3 +1.7
VDIG Vanguard Wellington Dividend Growth Active ETF 4.4 40 0 4.3 -2.3
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 5 5.9 -0.7
VFMF Vanguard U.S. Multifactor ETF 4.3 18 22 6.7 +0.2
FLRG Fidelity U.S. Multifactor ETF 4.3 15 25 5.9 -0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 4.3 18 22 7.8 +1.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.3 54 -14 5.7 -0.8
FSGS First Trust SMID Growth Strength ETF 4.3 60 -20 4.7 -1.9
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 5 5.1 -1.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 0 5.1 -1.5
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 5.5 -1.1
EBI Longview Advantage ETF 4.2 35 5 6.1 -0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.2 18 22 4.9 -1.7
EZM WisdomTree U.S. MidCap Fund 4.2 38 2 8.0 +1.4
RFV Invesco S&P Midcap 400 Pure Value ETF 4.2 35 5 11.5 +4.9
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -15 5.1 -1.5
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.1 15 25 7.8 +1.3
BIBL Inspire 100 ETF 4.1 35 5 4.4 -2.2
STXV Strive 1000 Value ETF 4.1 18 22 6.8 +0.2
FSMD Fidelity Small-Mid Multifactor ETF 4.1 15 25 6.6 +0.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.1 10 30 8.0 +1.4
STRN SMART Trend 25 ETF 4.1 59 -19 2.7 -3.9
VO Vanguard Mid-Cap ETF 4.1 4 36 5.2 -1.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.1 39 1 9.6 +3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.1 25 15 5.5 -1.1
EQIN Columbia US Equity Income ETF 4.1 35 5 6.0 -0.6
AVSU Avantis Responsible U.S. Equity ETF 4.0 15 25 5.2 -1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.0 60 -20 6.8 +0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.0 25 15 8.0 +1.4
DFAT Dimensional U.S. Targeted Value ETF 4.0 28 12 8.7 +2.1
ZECP Zacks Earnings Consistent Portfolio ETF 4.0 55 -15 4.0 -2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.0 38 2 5.1 -1.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 4.0 35 5 6.4 -0.2
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 -2 5.4 -1.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.1 -0.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.8 20 20 6.1 -0.5
IWS iShares Russell Mid-Cap Value ETF 3.8 23 17 6.1 -0.5
SXQG ETC 6 Meridian Quality Growth ETF 3.8 100 -60 2.8 -3.8
DFUV Dimensional US Marketwide Value ETF 3.8 22 18 6.3 -0.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.7 15 25 5.1 -1.5
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 8.0 +1.4
ISCV iShares Morningstar Small Cap Value ETF 3.7 6 34 7.8 +1.2
DIVY Sound Equity Dividend Income ETF 3.7 45 -5 7.9 +1.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 5 6.7 +0.2
XOEF iShares S&P 500 ex S&P 100 ETF 3.7 20 20 4.7 -1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 2 6.7 +0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 3.7 60 -20 6.2 -0.4
DIA SPDR Dow Jones Industrial Average ETF 3.7 16 24 4.7 -1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 8.3 +1.7
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 1 7.4 +0.8
CTEF Castellan Targeted Equity ETF 3.6 45 -5 2.9 -3.7
FDLO Fidelity Low Volatility Factor ETF 3.6 15 25 4.7 -1.9
EVUS iShares ESG Aware MSCI USA Value ETF 3.6 18 22 5.6 -1.0
PSCF Invesco S&P SmallCap Financials ETF 3.6 29 11 8.6 +2.0
NULV Nuveen ESG Large-Cap Value ETF 3.6 26 14 5.3 -1.3
NUDV Nuveen ESG Dividend ETF 3.6 26 14 5.9 -0.7
IMCB iShares Morningstar Mid-Cap ETF 3.6 4 36 5.3 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.6 60 -20 4.9 -1.7
BELT iShares Long-Term U.S. Equity Active ETF 3.6 75 -35 2.4 -4.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.6 15 25 6.1 -0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 3 5.4 -1.2
SMAP Amplify Small-Mid Cap Equity ETF 3.5 60 -20 4.4 -2.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.5 43 -3 4.9 -1.7
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 -10 4.5 -2.1
JQUA JPMorgan U.S. Quality Factor ETF 3.5 12 28 5.1 -1.5
LST Leuthold Select Industries ETF 3.5 91 -51 4.9 -1.7
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 6.0 -0.6
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 6.2 -0.4
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -12 6.5 -0.1
DFSU Dimensional US Sustainability Core 1 ETF 3.5 18 22 4.7 -1.9
SPDV AAM S&P 500 High Dividend Value ETF 3.5 29 11 10.7 +4.1
SGLC SGI U.S. Large Cap Core ETF 3.4 85 -45 3.9 -2.7
ACWV iShares MSCI Global Min Vol Factor ETF 3.4 20 20 5.5 -1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 31 5.2 -1.4
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 5.8 -0.8
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 22 5.8 -0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.4 20 20 7.5 +0.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 4.7 -1.9
EDOW First Trust Dow 30 Equal Weight ETF 3.4 50 -10 4.6 -2.0
VYM Vanguard High Dividend Yield Index ETF 3.3 6 34 6.0 -0.6
BEEX BeeHive ETF 3.3 84 -44 3.8 -2.8
KRMA Global X Conscious Companies ETF 3.3 43 -3 5.4 -1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 3.3 12 28 5.9 -0.7
HOMZ Hoya Capital Housing ETF 3.3 30 10 9.5 +2.9
SIZE iShares MSCI USA Size Factor ETF 3.2 15 25 5.4 -1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.2 35 5 5.6 -1.0
RNSC Furst Trust Small Cap US Equity Select ETF 3.2 60 -20 4.4 -2.2
VBR Vanguard Small Cap Value ETF 3.2 7 33 7.8 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 3.2 9 31 5.5 -1.1
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -2 6.0 -0.6
AVUS Avantis U.S. Equity ETF 3.2 15 25 4.9 -1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.1 15 25 6.7 +0.2
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.8 -0.7
AFMC First Trust Active Factor Mid Cap ETF 3.1 65 -25 7.1 +0.5
IWR iShares Russell Midcap ETF 3.1 19 21 5.4 -1.2
FMDE Fidelity Enhanced Mid Cap ETF 3.1 23 17 5.4 -1.2
DIVN Horizon Dividend Income ETF 3.1 70 -30 6.3 -0.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.1 15 25 5.0 -1.6
ACSI American Customer Satisfaction ETF 3.0 65 -25 4.7 -1.8
DXUV Dimensional US Vector Equity ETF 3.0 28 12 5.3 -1.3
DUSA Davis Select U.S. Equity ETF 3.0 61 -21 7.2 +0.6
DWLD Davis Select Worldwide ETF 3.0 63 -23 6.7 +0.1
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.5 -1.1
SMOX Horizon Small/Mid Cap Core Equity ETF 2.9 75 -35 5.4 -1.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.9 65 -25 3.5 -3.0
MDY SPDR S&P Midcap 400 ETF Trust 2.9 23 17 5.9 -0.7
IJH iShares Core S&P Mid-Cap ETF 2.9 5 35 6.0 -0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 58 -18 4.8 -1.7
DFAS Dimensional U.S. Small Cap ETF 2.9 26 14 5.6 -1.0
NUSC Nuveen ESG Small-Cap ETF 2.9 31 9 4.9 -1.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.9 12 28 6.3 -0.2
WCEO Hypatia Women CEO ETF 2.9 85 -45 4.9 -1.7
ABIG Argent Large Cap ETF 2.9 49 -9 4.4 -2.2
VUSV Vanguard Wellington U.S. Value Active ETF 2.9 30 10 5.7 -0.9
STXK Strive Small-Cap ETF 2.9 18 22 5.2 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 36 5.5 -1.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -40 5.5 -1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.8 7 33 6.4 -0.2
DHS WisdomTree U.S. High Dividend Fund 2.8 38 2 7.9 +1.3
VTV Vanguard Value ETF 2.8 4 36 5.8 -0.8
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 36 5.9 -0.7
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.2 -2.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 33 5.4 -1.2
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 28 5.5 -1.1
DVGR DAC 3D Dividend Growth ETF 2.8 65 -25 4.7 -1.9
DFVX Dimensional US Large Cap Vector ETF 2.8 22 18 5.3 -1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.8 79 -39 4.4 -2.2
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 9 5.5 -1.0
APUE ActivePassive U.S. Equity ETF 2.8 45 -5 4.1 -2.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 20 8.6 +2.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.7 24 16 7.1 +0.5
REVS Columbia Research Enhanced Value ETF 2.7 19 21 6.8 +0.2
ISCB iShares Morningstar Small-Cap ETF 2.7 4 36 5.4 -1.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.7 3 37 6.1 -0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 22 6.7 +0.1
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 30 4.1 -2.5
SFYX SoFi Next 500 ETF 2.7 0 40 5.0 -1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 2.7 7 33 6.0 -0.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.7 36 4 8.7 +2.2
OPTZ Optimize Strategy Index ETF 2.7 50 -10 3.9 -2.7
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.5 -3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 25 6.0 -0.6
VONV Vanguard Russell 1000 Value ETF 2.6 7 33 5.6 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 36 5.4 -1.2
IWD iShares Russell 1000 Value ETF 2.6 19 21 5.5 -1.1
JHML John Hancock Multifactor Large Cap ETF 2.6 29 11 4.6 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 25 5.1 -1.5
DFSV Dimensional US Small Cap Value ETF 2.6 31 9 9.0 +2.4
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 15 5.7 -0.8
MAGA Point Bridge America First ETF 2.6 72 -32 4.9 -1.6
QUVU Hartford Quality Value ETF 2.6 46 -6 5.5 -1.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.6 12 28 6.8 +0.3
TOGA Tremblant Global ETF 2.6 69 -29 -0.2 -6.8
TAX Cambria Tax Aware ETF 2.6 49 -9 4.2 -2.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.6 50 -10 8.4 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 16 6.1 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 2.5 34 6 5.9 -0.7
JEPI JPMorgan Equity Premium Income ETF 2.5 35 5 4.6 -2.0
VIG Vanguard Dividend Appreciation ETF 2.5 5 35 4.9 -1.7
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.1 -1.4
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.6 -2.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.4 78 -38 9.6 +3.0
SPHQ Invesco S&P 500 Quality ETF 2.4 15 25 4.5 -2.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 6.4 -0.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.4 39 1 7.8 +1.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 5.7 -0.9
EPS WisdomTree U.S. LargeCap Fund 2.4 8 32 4.9 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 4.8 -1.8
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.5 -1.1
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 5 2.8 -3.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 35 7.4 +0.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.4 12 28 6.4 -0.2
PTL Inspire 500 ETF 2.4 9 31 4.5 -2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 23 5.1 -1.5
IUSV iShares Core S&P US Value ETF 2.3 4 36 5.8 -0.8
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 30 3.9 -2.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 15 5.0 -1.6
STXM Strive Mid-Cap ETF 2.3 18 22 5.3 -1.3
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 5.5 -1.1
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.3 7 33 9.8 +3.3
SUSA iShares MSCI USA ESG Select ETF 2.3 25 15 4.1 -2.5
CGDV Capital Group Dividend Value ETF 2.3 33 7 3.9 -2.7
VOOV Vanguard S&P 500 Value ETF 2.2 7 33 5.6 -1.0
IVE iShares S&P 500 Value ETF 2.2 18 22 5.5 -1.1
VXF Vanguard Extended Market ETF 2.2 5 35 3.9 -2.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.6 -1.0
FTGS First Trust Growth Strength ETF 2.2 60 -20 3.5 -3.1
QDF FlexShares Quality Dividend Index Fund 2.2 37 3 5.4 -1.2
SCHD Schwab US Dividend Equity ETF 2.2 6 34 8.0 +1.4
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 22 9.2 +2.6
PRAY FIS Christian Stock Fund 2.2 69 -29 3.9 -2.7
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 11 6.4 -0.2
DCOR Dimensional US Core Equity 1 ETF 2.2 14 26 4.7 -1.9
VB Vanguard Small-Cap ETF 2.2 5 35 5.2 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 36 5.7 -0.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.2 29 11 6.8 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 10 30 9.3 +2.7
GQI Natixis Gateway Quality Income ETF 2.2 34 6 4.4 -2.2
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.2 15 25 9.3 +2.7
SCHA Schwab U.S. Small-Cap ETF 2.2 4 36 4.6 -2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 3.6 -3.0
MDLV Morgan Dempsey Large Cap Value ETF 2.1 58 -18 5.6 -0.9
FDWM Fidelity Women's Leadership ETF 2.1 59 -19 3.7 -2.9
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 4.3 -2.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 31 3.9 -2.7
IJR iShares Core S&P Small Cap ETF 2.1 6 34 6.5 -0.1
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 3.9 -2.7
JPEF JPMorgan Equity Focus ETF 2.1 50 -10 3.8 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 6.0 -0.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 5 6.0 -0.6
TMFX Motley Fool Next Index ETF 2.1 50 -10 2.9 -3.7
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 15 4.9 -1.7
ROSC Hartford Multifactor Small Cap ETF 2.1 34 6 7.3 +0.7
DTD WisdomTree U.S. Total Dividend Fund 2.1 28 12 5.7 -0.9
IWX iShares Russell Top 200 Value ETF 2.0 20 20 5.2 -1.4
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -40 3.7 -2.9
FNDX Schwab Fundamental US Large Co. Index ETF 2.0 25 15 6.4 -0.2
BFOR ALPS Barron's 400 ETF 2.0 65 -25 4.9 -1.7
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.4 -1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -8 5.3 -1.3
LOWV AB US Low Volatility Equity ETF 2.0 48 -8 4.3 -2.3
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -5 8.7 +2.1
ILCV iShares Morningstar Value ETF 2.0 4 36 5.4 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -21 5.7 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 15 6.4 -0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 15 4.2 -2.4
DIVB iShares Core Dividend ETF 2.0 5 35 7.3 +0.7
LQPE PEO AlphaQuest Thematic PE ETF 2.0 125 -85 5.2 -1.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 37 6.6 +0.0
IUS Invesco RAFI Strategic US ETF 2.0 19 21 5.8 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 33 6.4 -0.2
PSET Principal Quality ETF 2.0 15 25 4.7 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.3 -2.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.2 -2.4
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 9.2 +2.6
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 4.7 -1.8
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 10 5.1 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 31 4.4 -2.2
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 28 7.2 +0.6
OSCV Opus Small Cap Value ETF 1.9 79 -39 5.7 -0.9
CHGX AXS Change Finance ESG ETF 1.9 49 -9 4.7 -1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.9 35 5 7.5 +1.0
XSHQ Invesco S&P SmallCap Quality ETF 1.9 29 11 6.8 +0.2
FVAL Fidelity Value Factor ETF 1.9 15 25 6.1 -0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 3.6 -3.0
KBWD Invesco KBW High Dividend Yield Financial ETF 1.8 384 -344 15.8 +9.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 28 4.5 -2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.5 -2.1
LCF Touchstone US Large Cap Focused ETF 1.8 69 -29 3.7 -2.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 5 4.4 -2.1
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 4.4 -2.2
BLCV iShares Large Cap Value Active ETF 1.8 53 -13 6.4 -0.2
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -20 7.4 +0.9
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -33 10.2 +3.6
LRGF iShares U.S. Equity Factor ETF 1.8 8 32 4.8 -1.8
VLUE iShares MSCI USA Value Factor ETF 1.7 15 25 7.7 +1.1
FCPI Fidelity Stocks for Inflation ETF 1.7 15 25 5.8 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 12 5.4 -1.2
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 27 1.8 -4.8
HDUS Hartford Disciplined US Equity ETF 1.7 19 21 4.8 -1.7
VEGN US Vegan Climate ETF 1.7 60 -20 4.1 -2.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 34 2.8 -3.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 -0.6 -7.2
MGV Vanguard Mega Cap Value ETF 1.7 7 33 5.4 -1.2
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 -2 3.7 -2.9
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 22 4.5 -2.1
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 31 4.3 -2.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 40 7.3 +0.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 4.0 -2.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -16 6.9 +0.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 2.4 -4.2
SDOG ALPS Sector Dividend Dogs ETF 1.6 36 4 8.3 +1.7
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 2.4 -4.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 22 3.8 -2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 4.2 -2.4
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 15 4.7 -1.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.6 35 5 4.9 -1.7
EES WisdomTree U.S. SmallCap Fund 1.6 38 2 8.2 +1.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 4.0 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 27 5.5 -1.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 21 4.9 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 25 5.9 -0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.6 10 30 3.8 -2.8
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 5.5 -1.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 7.7 +1.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.6 15 25 3.8 -2.8
STOX Horizon Core Equity ETF 1.5 70 -30 3.7 -2.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 30 3.8 -2.7
DSI iShares MSCI KLD 400 Social ETF 1.5 25 15 4.3 -2.3
RJDI RJ Eagle GCM Dividend Select Income ETF 1.5 55 -15 4.4 -2.2
SFTY Horizon Managed Risk ETF 1.5 77 -37 3.6 -3.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -35 3.3 -3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.5 17 23 4.0 -2.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 8.3 +1.7
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 4.5 -2.1
JAVA JPMorgan Active Value ETF 1.5 44 -4 5.5 -1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -35 4.8 -1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.5 -2.1
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -14 9.4 +2.8
SMMD iShares Russell 2500 ETF 1.5 15 25 5.7 -0.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 15 6.2 -0.4
JHDV John Hancock U.S. High Dividend ETF 1.4 34 6 6.2 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 11 4.1 -2.5
BLES Inspire Global Hope ETF 1.4 61 -21 5.7 -0.9
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 5 6.3 -0.3
DFUS Dimensional U.S. Equity ETF 1.4 9 31 4.2 -2.4
WSML iShares MSCI World Small-Cap ETF 1.4 15 25 5.3 -1.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.4 52 -12 4.9 -1.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 30 4.3 -2.3
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 4.1 -2.5
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -9 4.8 -1.8
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 4.3 -2.3
XVV iShares ESG Screened S&P 500 ETF 1.4 8 32 4.3 -2.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -20 5.9 -0.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.4 15 25 4.1 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 37 4.3 -2.3
VTI Vanguard Total Stock Market ETF 1.4 3 37 4.3 -2.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 10 30 4.1 -2.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.4 15 25 4.4 -2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -25 7.6 +1.1
WBIY WBI Power Factor High Dividend ETF 1.4 100 -60 11.8 +5.3
IWV iShares Russell 3000 ETF 1.4 20 20 4.1 -2.5
IWB iShares Russell 1000 ETF 1.4 15 25 4.3 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 26 4.3 -2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 31 4.1 -2.5
VONE Vanguard Russell 1000 ETF 1.4 7 33 4.3 -2.2
IYY iShares Dow Jones U.S. ETF 1.4 20 20 4.2 -2.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 37 4.5 -2.1
IWN iShares Russell 2000 Value ETF 1.4 24 16 5.0 -1.6
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.1 -4.5
SCHB Schwab U.S. Broad Market ETF 1.4 3 37 4.3 -2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.3 -2.3
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.3 -2.3
RAUS RACWI US ETF 1.3 15 25 4.3 -2.3
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 22 4.5 -2.1
SVAL iShares US Small Cap Value Factor ETF 1.3 20 20 7.6 +1.0
RSSL Global X Russell 2000 ETF 1.3 8 32 2.8 -3.8
VTWV Vanguard Russell 2000 Value ETF 1.3 10 30 5.1 -1.4
IWM iShares Russell 2000 ETF 1.3 19 21 2.8 -3.8
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 18 4.2 -2.3
PBUS Invesco MSCI USA ETF 1.3 4 36 4.3 -2.3
SCHK Schwab 1000 Index ETF 1.3 5 35 4.4 -2.2
SIXS ETC 6 Meridian Small Cap Equity ETF 1.3 89 -49 7.8 +1.2
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.4 -1.2
USSE Segall Bryant & Hamill Select Equity ETF 1.3 65 -25 3.1 -3.5
YOKE Yoke Core ETF 1.3 42 -2 3.7 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.4 -2.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.3 12 28 3.5 -3.1
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 30 4.4 -2.2
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.4 -2.2
CHRI Global X S&P 500 Christian Values ETF 1.3 29 11 4.1 -2.5
IWO iShares Russell 2000 Growth ETF 1.3 24 16 0.5 -6.1
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.4 -2.2
SPXE ProShares S&P 500 Ex-Energy ETF 1.3 9 31 4.2 -2.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 4 4.2 -2.4
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 13 7.8 +1.2
PSC Principal U.S. Small-Cap ETF 1.3 38 2 3.8 -2.8
STRV Strive 500 ETF 1.3 5 35 4.2 -2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.5 -2.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 33 4.2 -2.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 4.1 -2.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 4.5 -2.1
VV Vanguard Large-Cap ETF 1.3 4 36 4.2 -2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.3 -2.3
GXLC Global X U.S. 500 ETF 1.2 2 38 4.2 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 40 4.3 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 37 4.2 -2.4
IVV iShares Core S&P 500 ETF 1.2 3 37 4.4 -2.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 38 4.4 -2.2
SPY SPDR S&P 500 ETF 1.2 9 31 4.3 -2.3
VOO Vanguard S&P 500 ETF 1.2 3 37 4.3 -2.2
VOTE TCW Transform 500 ETF 1.2 5 35 4.2 -2.4
DGT State Street SPDR Global Dow ETF 1.2 50 -10 5.7 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 4.4 -2.2
SFGV Sequoia Global Value ETF 1.2 23 17 7.0 +0.4
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.4 -2.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -12 5.4 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.0 -1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.1 -2.5
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 3.7 -2.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 15 7.4 +0.8
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 3.3 -3.3
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 6.4 -0.2
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -19 3.3 -3.3
ITAN Sparkline Intangible Value ETF 1.2 50 -10 6.3 -0.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 2 8.3 +1.7
VTWO Vanguard Russell 2000 ETF 1.1 7 33 2.9 -3.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 10 4.2 -2.4
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -50 8.0 +1.4
UDI USCF Dividend Income Fund 1.1 65 -25 6.5 -0.0
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -39 3.4 -3.2
RVRB Reverb ETF 1.1 30 10 4.0 -2.6
DAK Dakota Active Equity ETF 1.1 43 -3 3.8 -2.8
RGEF Rockefeller Global Equity ETF 1.1 55 -15 3.9 -2.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.1 12 28 3.7 -2.9
SFY SoFi Select 500 ETF 1.1 0 40 3.9 -2.7
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.5 -2.1
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 30 0.7 -5.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -30 2.0 -4.5
ACVF American Conservative Values ETF 1.0 75 -35 3.8 -2.8
STXD Strive 1000 Dividend Growth ETF 1.0 35 5 4.3 -2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.5 -2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.0 6 34 3.5 -3.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 3.2 -3.4
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.4 -2.2
USEW Cambria US EW ETF 1.0 30 10 4.2 -2.4
FQAL Fidelity Quality Factor ETF 1.0 15 25 4.7 -1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 8 4.1 -2.5
GRPM Invesco S&P MidCap 400 GARP ETF 0.9 35 5 6.8 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 5 4.5 -2.1
CSMD Congress SMid Growth ETF 0.9 69 -29 3.3 -3.2
RCGE RockCreek Global Equality ETF 0.9 95 -55 5.9 -0.7
RUNN Running Oak Efficient Growth ETF 0.9 58 -18 4.4 -2.2
URTH iShares MSCI World ETF 0.9 24 16 4.4 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -24 1.3 -5.3
IWL iShares Russell Top 200 ETF 0.9 15 25 4.0 -2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 21 5.1 -1.5
FFND Future Fund Active ETF 0.9 100 -60 4.3 -2.3
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 3.7 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 6.2 -0.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 10 2.8 -3.8
VALQ American Century U.S. Quality Value ETF 0.9 29 11 6.8 +0.2
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 5.1 -1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.5 -0.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -55 -0.5 -7.1
VT Vanguard Total World Stock ETF 0.8 6 34 5.1 -1.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -20 3.6 -3.0
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.8 -1.8
KONG Formidable Fortress ETF 0.8 89 -49 5.0 -1.6
GSPY Gotham Enhanced 500 ETF 0.8 50 -10 4.5 -2.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 5 8.8 +2.2
MVPA Miller Value Partners Appreciation ETF 0.8 60 -20 10.2 +3.6
VBK Vanguard Small-Cap Growth ETF 0.8 7 33 1.3 -5.3
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -45 1.1 -5.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.8 20 20 4.7 -1.9
FDG American Century Focused Dynamic Growth ETF 0.8 45 -5 1.8 -4.8
GEW Cambria Global EW ETF 0.8 29 11 5.3 -1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.7 60 -20 4.7 -1.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -9 4.0 -2.5
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 7.7 +1.1
DUHP Dimensional US High Profitability ETF 0.7 21 19 5.0 -1.6
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -7 4.5 -2.1
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -68 3.1 -3.5
AIEQ AI Powered Equity ETF 0.7 75 -35 3.8 -2.8
MGC Vanguard Mega Cap ETF 0.7 7 33 4.0 -2.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 10 3.8 -2.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 8.1 +1.5
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 25 5.5 -1.1
ALIL Argent Focused Small Cap ETF 0.6 74 -34 5.6 -1.0
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 5 3.5 -3.0
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 -8 3.9 -2.7
CGUS Capital Group Core Equity ETF 0.6 33 7 3.7 -2.9
TMFC Motley Fool 100 Index ETF 0.6 50 -10 3.1 -3.5
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 1.5 -5.1
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.7 -7.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 3.4 -3.2
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.1 +0.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -7.5
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -36 3.2 -3.4
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.7 -0.9
VIDI Vident International Equity Strategy ETF 0.5 61 -21 8.2 +1.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.5 56 -16 9.5 +2.9
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.6 -3.0
TTAC FCF US Quality ETF 0.5 59 -19 5.3 -1.3
DURA VanEck Durable High Dividend ETF 0.5 29 11 6.1 -0.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -35 3.1 -3.5
OEI Optimized Equity Income ETF 0.5 75 -35 3.4 -3.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 4.1 -2.5
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 17 2.7 -3.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 12 4.9 -1.7
ISRA VanEck Israel ETF 0.5 59 -19 5.7 -0.9
FINX Global X FinTech ETF 0.5 68 -28 2.9 -3.7
ITEQ BlueStar Israel Technology ETF 0.5 75 -35 1.2 -5.3
AVUQ Avantis U.S. Quality ETF 0.5 15 25 3.7 -2.9
AQLT iShares MSCI Global Quality Factor ETF 0.4 18 22 0.0 -6.6
TXS Texas Capital Texas Equity Index ETF 0.4 49 -9 4.9 -1.7
WSGE Warren Street Global Equity ETF 0.4 80 -40 2.9 -3.7
ABLS Abacus FCF Small Cap Leaders ETF 0.4 59 -19 4.7 -1.8
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 4.1 -2.5
FFOX FundX Future Fund Opportunities ETF 0.4 100 -60 2.3 -4.3
ILCG iShares Morningstar Growth ETF 0.4 4 36 3.2 -3.4
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 3.3 -3.3
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 6.0 -0.5
PINK Simplify Health Care ETF 0.3 50 -10 0.9 -5.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 -25 0.5 -6.1
HEAL Global X HealthTech ETF 0.3 50 -10 -1.4 -8.0
TCV Towle Value ETF 0.3 85 -45 10.0 +3.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.1 -3.5
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.4 -8.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -19 1.9 -4.7
FEGE First Eagle Global Equity ETF 0.3 79 -39 5.7 -0.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 36 3.2 -3.4
IVW iShares S&P 500 Growth ETF 0.3 18 22 3.1 -3.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 25 4.7 -1.9
VOOG Vanguard S&P 500 Growth ETF 0.3 7 33 3.2 -3.4
TEXN iShares Texas Equity ETF 0.3 20 20 5.2 -1.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.1 -3.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -2 4.3 -2.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.8 +0.3
FFF Founders 100 ETF 0.3 75 -35 2.7 -3.9
CGGR Capital Group Growth ETF 0.3 39 1 2.5 -4.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -20 6.9 +0.3
STXG Strive 1000 Growth ETF 0.2 18 22 3.3 -3.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 9.0 +2.4
ICAP InfraCap Equity Income Fund ETF 0.2 171 -131 4.4 -2.2
OEF iShares S&P 100 ETF 0.2 20 20 4.0 -2.6
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 3.5 -3.1
PFI Invesco Dorsey Wright Financial Momentum ETF 0.2 60 -20 4.9 -1.7
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -40 15.0 +8.5
JGRO JPMorgan Active Growth ETF 0.2 44 -4 2.5 -4.1
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 25 2.7 -3.9
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 20 0.9 -5.7
MFMO Motley Fool Momentum Factor ETF 0.2 50 -10 2.2 -4.3
QGRO American Century U.S. Quality Growth ETF 0.2 29 11 3.8 -2.8
GINX SGI Enhanced Global Income ETF 0.2 98 -58 6.6 -0.0
ARB AltShares Merger Arbitrage ETF 0.1 77 -37 2.6 -4.0
HDV iShares Core High Dividend ETF 0.1 8 32 5.7 -0.9
NIXT Research Affiliates Deletions ETF 0.1 9 31 7.0 +0.4
MFVL Motley Fool Value Factor ETF 0.1 50 -10 5.4 -1.2
PAWZ ProShares Pet Care ETF 0.1 50 -10 3.5 -3.1
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 0.9 -5.7
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -10 2.8 -3.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 28 3.5 -3.1
IWF iShares Russell 1000 Growth ETF 0.1 19 21 3.5 -3.1
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.6 -3.0
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 3.6 -3.0
RVER Trenchless Fund ETF 0.0 65 -25 0.8 -5.8

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. 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 12.2 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.76 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.