iShares U.S. Insurance ETF
ALTAR
Score™		 7.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 12.5x P/Sales
ratio		 1.3x
P/BV
ratio		 1.7x 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) $666
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 56
Wgt avg mkt cap (mns) $66,127
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 16.0 %
CHUBB LIMITED 11.4 %
TRAVELERS COS INC/THE 6.9 %
ALLSTATE CORP 5.8 %
AFLAC INC 4.8 %
METLIFE INC 4.5 %
PRUDENTIAL FINANCIAL INC 4.4 %
HARTFORD FINANCIAL SVCS GRP 4.4 %
AMERICAN INTERNATIONAL GROUP 4.1 %
ARCH CAPITAL GROUP LTD 4.0 %
Total 66.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.0 %
SWITZERLAND 11.7 %
BERMUDA 5.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru September 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.4% 4.3% 21.0% 12.7% 7.0%

Market Correlations
versus... Beta R-squared
S&P500 0.65 25%
MSCI EAFE 0.53 21%
MSCI Emg. Mkts. 0.12 1%

Technical Indicators
Recent close $131.81
30d moving avg. $132.60
Annualized volatility 17.6%
Short interest (ETF) 1.2%
Short interest (Underlying) 1.5%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 51
Turnover 1.0%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 605 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™: 7.1%


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
(%)
KBWP Invesco KBW Property & Casualty Insurance ETF 52.6 35 5 6.8 -0.3
KIE SPDR S&P Insurance ETF 48.5 35 5 7.0 -0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 21.6 40 0 6.8 -0.3
FXO First Trust Financials AlphaDEX Fund 20.2 62 -22 8.4 +1.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 18.3 60 -20 7.2 +0.1
USCF Themes US Cash Flow Champions ETF 14.1 29 11 8.9 +1.8
IYF iShares U.S. Financials ETF 13.5 40 0 5.9 -1.1
LYLD Cambria Large Cap Shareholder Yield ETF 13.1 59 -19 9.8 +2.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 13.0 60 -20 5.0 -2.1
LGCF Themes US Cash Flow Champions ETF 13.0 30 10 8.5 +1.4
WTV WisdomTree US Value Fund of Benef Interest 12.1 12 28 9.2 +2.1
FTDS First Trust Dividend Strength ETF 12.1 70 -30 7.9 +0.8
PFI Invesco Dorsey Wright Financial Momentum ETF 12.0 60 -20 6.8 -0.3
AVIE Avantis  Inflation Focused Equity ETF 12.0 25 15 7.3 +0.3
FNCL Fidelity MSCI Financials Index ETF 11.7 8 32 6.5 -0.6
SPVM Invesco S&P 500 Value with Momentum ETF 11.6 39 1 7.7 +0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 11.2 60 -20 6.9 -0.2
VFH Vanguard Financials ETF 10.6 9 31 6.5 -0.6
RDVY First Trust Rising Dividend Achievers ETF 10.3 50 -10 6.9 -0.2
DFNL Davis Select Financial ETF 9.7 63 -23 7.7 +0.6
XLF Financial Select Sector SPDR Fund 9.6 8 32 5.9 -1.2
AVMV Avantis U.S. Mid Cap Value ETF 9.5 20 20 9.0 +1.9
SPGP Invesco S&P 500 GARP ETF 9.2 34 6 6.6 -0.5
CZA Invesco Zacks Mid-Cap ETF 9.2 72 -32 6.7 -0.4
VSDA VictoryShares Dividend Accelerator ETF 9.0 35 5 7.3 +0.2
SPMV Invesco S&P 500 Minimum Variance ETF 8.9 10 30 5.4 -1.7
GVLU Gotham 1000 Value ETF 8.9 50 -10 9.1 +2.0
SHRY First Trust Bloomberg Shareholder Yield ETF 8.7 60 -20 8.3 +1.2
RNMC First Trust Mid Cap US Equity Select ETF 8.7 60 -20 6.8 -0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 8.6 80 -40 6.3 -0.8
PWV Invesco Large Cap Value ETF 8.5 55 -15 7.2 +0.1
MBOX Freedom Day Dividend ETF 8.4 39 1 7.5 +0.4
JOET Virtus Terranova US Quality Momentum ETF 8.3 29 11 4.7 -2.4
AVLV Avantis U.S. Large Cap Value ETF 8.2 15 25 7.9 +0.8
PKW Invesco Buyback Achievers ETF 7.9 62 -22 7.3 +0.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.5 15 25 6.7 -0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.4 75 -35 7.5 +0.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.4 55 -15 10.4 +3.3
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 10.3 +3.3
IMCV iShares Morningstar Mid-Cap Value ETF 7.2 6 34 8.2 +1.2
DVY iShares Select Dividend ETF 7.1 38 2 9.2 +2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 7.1 20 20 7.9 +0.8
PY Principal Value ETF 7.0 15 25 7.4 +0.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.9 35 5 5.9 -1.2
VFMF Vanguard U.S. Multifactor ETF 6.9 18 22 8.1 +1.0
FSCS First Trust SMID Capital Strength ETF 6.9 60 -20 7.4 +0.3
XMVM Invesco S&P MidCap Value with Momentum ETF 6.8 39 1 9.9 +2.8
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 10.6 +3.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.7 60 -20 7.7 +0.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.7 12 28 5.9 -1.2
XMLV Invesco S&P MidCap Low Volatility ETF 6.6 25 15 7.8 +0.7
DON WisdomTree U.S. MidCap Dividend Fund 6.5 38 2 9.2 +2.1
FTA First Trust Large Cap Value AlphaDEX Fund 6.5 59 -19 9.1 +2.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.4 60 -20 5.5 -1.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 10 4.3 -2.8
BRIF FIS Bright Portfolios Focused Equity ETF 6.2 65 -25 4.8 -2.3
NUDV Nuveen ESG Dividend ETF 6.2 26 14 7.8 +0.7
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -66 12.9 +5.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 6.1 80 -40 8.2 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 6.1 50 -10 5.7 -1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.1 30 10 8.6 +1.5
ABEQ Absolute Select Value ETF 6.0 85 -45 4.7 -2.3
LEAD Siren DIVCON Leaders Dividend ETF 6.0 43 -3 4.3 -2.8
USMF WisdomTree U.S. Multifactor Fund 5.9 28 12 7.2 +0.1
USMV iShares MSCI USA Min Vol Factor ETF 5.9 15 25 5.9 -1.2
VAMO Cambria Value & Momentum ETF 5.9 61 -21 5.7 -1.3
DEUS Xtrackers Russell US Multifactor ETF 5.9 17 23 7.2 +0.1
VFVA Vanguard U.S. Value Factor ETF 5.9 13 27 11.2 +4.1
AVMC Avantis U.S. Mid Cap Equity ETF 5.8 18 22 7.1 -0.0
ROE Astoria US Quality Kings ETF 5.8 49 -9 6.5 -0.5
SYLD Cambria Shareholder Yield ETF 5.7 59 -19 12.2 +5.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 20 6.4 -0.7
VOE Vanguard Mid-Cap Value ETF 5.6 7 33 7.7 +0.6
RNSC Furst Trust Small Cap US Equity Select ETF 5.5 60 -20 6.1 -0.9
PRXV Praxis Impact Large Cap Value ETF 5.5 36 4 6.6 -0.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -20 6.2 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.5 35 5 6.3 -0.8
DFLV Dimensional US Large Cap Value ETF 5.5 22 18 7.9 +0.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.4 -0.7
FVD First Trust Value Line Dividend Index Fund 5.4 65 -25 6.4 -0.7
IXG iShares Global Financials ETF 5.3 42 -2 6.7 -0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.2 55 -15 4.2 -2.9
YLDE ClearBridge Dividend Strategy ESG ETF 5.2 60 -20 5.8 -1.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.0 40 0 7.3 +0.2
QUVU Hartford Quality Value ETF 5.0 46 -6 7.3 +0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.0 18 22 9.0 +1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 4.9 67 -27 10.2 +3.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 5.5 -1.6
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.5 -1.6
EZM WisdomTree U.S. MidCap Fund 4.9 38 2 9.4 +2.3
FBCV Fidelity Blue Chip Value ETF 4.9 59 -19 7.5 +0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.8 10 30 9.1 +2.0
MDYV SPDR S&P 400 Mid Cap Value ETF 4.8 15 25 9.0 +1.9
FLRG Fidelity U.S. Multifactor ETF 4.8 15 25 7.0 -0.1
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 5 6.8 -0.3
SDY SPDR S&P Dividend ETF 4.7 35 5 6.8 -0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.7 15 25 9.0 +2.0
BGIG Bahl & Gaynor Income Growth ETF 4.7 45 -5 5.2 -1.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 6.0 -1.1
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 6.0 -1.1
ROUS Hartford Multifactor US Equity ETF 4.6 19 21 7.0 -0.0
RJMG FT Raymond James Multicap Growth Equity ETF 4.6 85 -45 2.0 -5.1
STXV Strive 1000 Value ETF 4.6 18 22 8.1 +1.0
TPHD Timothy Plan High Dividend Stock ETF 4.5 52 -12 7.2 +0.2
AVSU Avantis Responsible U.S. Equity ETF 4.5 15 25 6.0 -1.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.5 54 -14 7.0 -0.1
ZECP Zacks Earnings Consistent Portfolio ETF 4.5 55 -15 4.8 -2.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.5 25 15 7.9 +0.8
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -15 6.3 -0.8
EBI Longview Advantage ETF 4.5 35 5 6.6 -0.5
BIBL Inspire 100 ETF 4.5 35 5 5.1 -2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.4 50 -10 8.3 +1.2
QLV FlexShares US Quality Low Volatility Index Fund 4.4 22 18 5.6 -1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.4 39 1 11.8 +4.7
IMCB iShares Morningstar Mid-Cap ETF 4.3 4 36 6.2 -0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.3 18 22 5.9 -1.2
FNK First Trust Mid Cap Value AlphaDEX Fund 4.3 70 -30 11.4 +4.4
VFMO Vanguard U.S. Momentum Factor ETF 4.3 13 27 2.8 -4.3
ONEO SPDR Russell 1000 Momentum Focus ETF 4.3 20 20 7.2 +0.1
SMCF Themes US Small Cap Cash Flow Champions ETF 4.2 29 11 12.5 +5.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.2 20 20 6.6 -0.5
FMDE Fidelity Enhanced Mid Cap ETF 4.2 23 17 5.9 -1.2
FSMD Fidelity Small-Mid Multifactor ETF 4.2 15 25 7.3 +0.2
BELT iShares Long-Term U.S. Equity Active ETF 4.2 75 -35 3.0 -4.0
IWS iShares Russell Mid-Cap Value ETF 4.1 23 17 6.9 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.1 50 -10 7.3 +0.2
FTCS First Trust Capital Strength ETF 4.1 55 -15 6.0 -1.1
DFUV Dimensional US Marketwide Value ETF 4.1 22 18 7.6 +0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 4.1 35 5 13.6 +6.5
JHMM John Hancock Multifactor Mid Cap ETF 4.1 42 -2 6.5 -0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 5 7.9 +0.8
FTGS First Trust Growth Strength ETF 4.1 60 -20 5.0 -2.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 2 7.8 +0.8
NULV Nuveen ESG Large-Cap Value ETF 4.0 26 14 6.4 -0.7
BGDV Bahl & Gaynor Dividend ETF 4.0 45 -5 4.7 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.0 25 15 6.0 -1.1
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -25 8.6 +1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.9 60 -20 4.0 -3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.8 80 -40 4.4 -2.7
FEX First Trust Large Cap Core AlphaDEX Fund 3.8 59 -19 5.9 -1.2
DFAT Dimensional U.S. Targeted Value ETF 3.8 28 12 9.6 +2.5
CGDV Capital Group Dividend Value ETF 3.8 33 7 4.6 -2.5
LST Leuthold Select Industries ETF 3.8 91 -51 5.0 -2.1
AVUV Avantis U.S. Small Cap Value ETF 3.8 25 15 10.0 +2.9
SSPY Syntax Stratified LargeCap ETF 3.7 30 10 6.8 -0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.7 56 -16 0.3 -6.8
DIA SPDR Dow Jones Industrial Average ETF Trust 3.7 16 24 5.5 -1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 9.2 +2.1
AVUS Avantis U.S. Equity ETF 3.7 15 25 5.8 -1.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.7 65 -25 6.5 -0.6
PSCF Invesco S&P SmallCap Financials ETF 3.7 29 11 9.7 +2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 2 6.4 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.7 15 25 7.4 +0.4
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -20 5.6 -1.5
VYM Vanguard High Dividend Yield Index ETF 3.7 6 34 7.1 0.0
JQUA JPMorgan U.S. Quality Factor ETF 3.7 12 28 5.9 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 3.7 39 1 8.5 +1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.7 15 25 8.2 +1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 5.7 -1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -18 5.5 -1.6
KRMA Global X Conscious Companies ETF 3.6 43 -3 5.8 -1.2
JHDV John Hancock U.S. High Dividend ETF 3.6 34 6 6.6 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.6 15 25 6.1 -1.0
DFSU Dimensional US Sustainability Core 1 ETF 3.6 18 22 5.4 -1.7
SXQG ETC 6 Meridian Quality Growth ETF 3.6 100 -60 4.8 -2.3
XJH iShares ESG Screened S&P Mid-Cap ETF 3.6 12 28 7.3 +0.2
GOP Unusual Whales Subversive Republican Trading ETF 3.6 50 -10 5.5 -1.6
VBR Vanguard Small Cap Value ETF 3.5 7 33 9.4 +2.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.5 43 -3 6.2 -0.8
ACWV iShares MSCI Global Min Vol Factor ETF 3.5 20 20 6.2 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.5 24 16 8.3 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 33 6.1 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 25 6.7 -0.4
ABIG Argent Large Cap ETF 3.4 49 -9 5.2 -1.9
ISCV iShares Morningstar Small Cap Value ETF 3.4 6 34 9.5 +2.4
FDLO Fidelity Low Volatility Factor ETF 3.4 15 25 5.4 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.4 4 36 6.2 -0.9
MDY SPDR S&P Midcap 400 ETF Trust 3.4 24 16 7.3 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 31 6.2 -0.9
EDOW First Trust Dow 30 Equal Weight ETF 3.4 50 -10 5.5 -1.6
IJH iShares Core S&P Mid-Cap ETF 3.3 5 35 7.5 +0.4
HOMZ Hoya Capital Housing ETF 3.3 30 10 10.1 +3.0
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 20 6.7 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 31 6.2 -0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 6.0 -1.0
VO Vanguard Mid-Cap ETF 3.3 4 36 5.8 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.8 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 11 6.5 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 3.3 39 1 9.7 +2.7
IWR iShares Russell Midcap ETF 3.2 19 21 5.9 -1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 3.2 7 33 7.6 +0.5
VTV Vanguard Value ETF 3.2 4 36 6.9 -0.2
QUS SPDR MSCI USA StrategicFactors ETF 3.2 15 25 5.7 -1.4
SIZE iShares MSCI USA Size Factor ETF 3.2 15 25 6.2 -0.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.2 3 37 7.5 +0.4
PTL Inspire 500 ETF 3.2 9 31 5.2 -1.9
JAVA JPMorgan Active Value ETF 3.2 44 -4 6.5 -0.6
VLU SPDR S&P 1500 Value Tilt ETF 3.2 12 28 7.5 +0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.2 35 5 7.8 +0.7
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 4.5 -2.6
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 36 6.7 -0.4
DXUV Dimensional US Vector Equity ETF 3.1 28 12 6.3 -0.8
ACSI American Customer Satisfaction ETF 3.1 65 -25 4.8 -2.3
TPSC Timothy Plan US Small Cap Core ETF 3.1 52 -12 7.0 -0.1
DFAS Dimensional U.S. Small Cap ETF 3.1 26 14 6.5 -0.5
STXK Strive Small-Cap ETF 3.1 18 22 5.9 -1.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 22 6.5 -0.5
ONEY SPDR Russell 1000 Yield Focus ETF 3.0 20 20 9.9 +2.8
DFVX Dimensional US Large Cap Vector ETF 3.0 22 18 6.3 -0.8
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -2 6.7 -0.3
FLDZ RiverNorth Patriot ETF 3.0 75 -35 6.2 -0.8
FVAL Fidelity Value Factor ETF 3.0 15 25 6.9 -0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.9 7 33 7.5 +0.5
RWL Invesco S&P 500 Revenue ETF 2.9 39 1 6.8 -0.3
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 15 6.7 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.6 -0.5
SFYX SoFi Next 500 ETF 2.9 0 40 5.8 -1.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.9 35 5 7.4 +0.3
XMMO Invesco S&P MidCap Momentum ETF 2.9 34 6 5.5 -1.6
IWD iShares Russell 1000 Value ETF 2.9 19 21 6.5 -0.6
NUMV Nuveen ESG Mid-Cap Value ETF 2.9 31 9 7.1 -0.0
VONV Vanguard Russell 1000 Value ETF 2.9 7 33 6.6 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.9 60 -20 7.4 +0.3
FDWM Fidelity Women's Leadership ETF 2.9 59 -19 4.8 -2.3
DUSA Davis Select U.S. Equity ETF 2.9 61 -21 7.6 +0.5
DWLD Davis Select Worldwide ETF 2.9 63 -23 7.2 +0.1
JHML John Hancock Multifactor Large Cap ETF 2.9 29 11 5.3 -1.8
CHGX AXS Change Finance ESG ETF 2.8 49 -9 4.7 -2.4
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.1 -2.0
WCEO Hypatia Women CEO ETF 2.8 85 -45 3.9 -3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 10 6.8 -0.3
TAX Cambria Tax Aware ETF 2.8 49 -9 5.0 -2.1
EQRR ProShares Equities for Rising Rates ETF 2.8 35 5 8.3 +1.2
BEEX BeeHive ETF 2.8 84 -44 4.2 -2.8
DFSV Dimensional US Small Cap Value ETF 2.8 31 9 10.4 +3.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -38 9.6 +2.5
VEGN US Vegan Climate ETF 2.8 60 -20 4.4 -2.7
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 30 4.6 -2.5
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -45 4.0 -3.1
MAGA Point Bridge America First ETF 2.7 72 -32 5.9 -1.2
EPS WisdomTree U.S. LargeCap Fund 2.7 8 32 5.7 -1.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.7 36 4 11.0 +3.9
PRF Invesco FTSE RAFI US 1000 ETF 2.7 39 1 6.8 -0.3
ISCB iShares Morningstar Small-Cap ETF 2.7 4 36 6.2 -0.9
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 6.2 -0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 2.7 12 28 8.3 +1.2
NUSC Nuveen ESG Small-Cap ETF 2.7 31 9 5.3 -1.7
DHS WisdomTree U.S. High Dividend Fund 2.6 38 2 8.2 +1.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.6 60 -20 1.9 -5.2
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 0 40 12.3 +5.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 27 5.9 -1.2
TOGA Tremblant Global ETF 2.6 69 -29 1.9 -5.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 36 5.9 -1.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.6 15 25 8.0 +1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 23 5.7 -1.4
STXM Strive Mid-Cap ETF 2.6 18 22 6.2 -0.9
SCHD Schwab US Dividend Equity ETF 2.6 6 34 10.1 +3.1
OCFS Otter Creek Focus Strategy ETF 2.6 85 -45 4.0 -3.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.6 17 23 5.5 -1.6
VIG Vanguard Dividend Appreciation ETF 2.6 5 35 5.6 -1.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 33 10.2 +3.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 16 7.9 +0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 15 5.6 -1.5
SPHQ Invesco S&P 500 Quality ETF 2.5 15 25 5.6 -1.5
RPG Invesco S&P 500 Pure Growth ETF 2.5 35 5 3.3 -3.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 7.6 +0.5
DIVB iShares Core Dividend ETF 2.5 5 35 8.2 +1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 5.9 -1.2
PRAY FIS Christian Stock Fund 2.5 69 -29 5.3 -1.8
MGV Vanguard Mega Cap Value ETF 2.5 7 33 6.6 -0.5
JEPI JPMorgan Equity Premium Income ETF 2.5 35 5 5.8 -1.3
IJS iShares S&P Small-Cap 600 Value ETF 2.5 18 22 9.9 +2.8
FYX First Trust Small Cap Core AlphaDEX Fund 2.5 61 -21 6.0 -1.1
VB Vanguard Small-Cap ETF 2.5 5 35 6.2 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 10 30 10.0 +2.9
SLYV SPDR S&P 600 Small Cap Value ETF 2.5 15 25 10.0 +2.9
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.7 -1.4
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 6.8 -0.3
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 36 6.8 -0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -5 10.9 +3.8
PFM Invesco Dividend Achievers ETF 2.4 53 -13 5.3 -1.8
FNDX Schwab Fundamental US Large Co. Index ETF 2.4 25 15 7.2 +0.1
EQIN Columbia US Equity Income ETF 2.4 35 5 7.0 -0.1
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 12 6.3 -0.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.4 29 11 6.6 -0.5
DCOR Dimensional US Core Equity 1 ETF 2.4 14 26 5.4 -1.7
VFQY Vanguard U.S. Quality Factor ETF 2.4 13 27 6.5 -0.6
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 -18 7.6 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.6 -2.5
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 15 5.7 -1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.4 70 -30 4.9 -2.2
IJR iShares Core S&P Small Cap ETF 2.4 6 34 7.8 +0.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.4 25 15 7.3 +0.2
DGRO iShares Core Dividend Growth ETF 2.3 8 32 6.5 -0.5
INRO iShares U.S. Industry Rotation Active ETF 2.3 42 -2 4.2 -2.9
SUSA iShares MSCI USA ESG Select ETF 2.3 25 15 4.7 -2.4
HDUS Hartford Disciplined US Equity ETF 2.3 19 21 5.7 -1.4
SCHA Schwab U.S. Small-Cap ETF 2.3 4 36 5.9 -1.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 30 4.3 -2.8
HKND Humankind US Stock ETF 2.3 11 29 7.1 +0.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 1 9.8 +2.8
QGRO American Century U.S. Quality Growth ETF 2.3 29 11 3.6 -3.5
IWX iShares Russell Top 200 Value ETF 2.3 20 20 6.3 -0.8
VXF Vanguard Extended Market ETF 2.3 5 35 4.7 -2.4
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 5.2 -1.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.3 10 30 4.3 -2.8
VIOO Vanguard S&P Small-Cap 600 ETF 2.2 7 33 7.8 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.2 3 37 7.8 +0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 25 7.8 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.2 -1.9
GLRY Inspire Faithward Mid Cap Momentum ETF 2.2 80 -40 5.9 -1.2
ULVM VictoryShares US Value Momentum ETF 2.2 20 20 7.3 +0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.1 25 15 5.3 -1.7
ILCV iShares Morningstar Value ETF 2.1 4 36 6.4 -0.6
IUSV iShares Core S&P US Value ETF 2.1 4 36 6.5 -0.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.1 60 -20 9.8 +2.7
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 28 8.1 +1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.1 9 31 4.8 -2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 5.9 -1.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.5 -2.6
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 20 6.8 -0.2
OSCV Opus Small Cap Value ETF 2.0 79 -39 6.7 -0.3
BLCV iShares Large Cap Value Active ETF 2.0 53 -13 7.5 +0.4
TMFX Motley Fool Next Index ETF 2.0 50 -10 2.6 -4.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 31 5.6 -1.5
NULC Nuveen ESG Large-Cap ETF 2.0 21 19 4.7 -2.4
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 10 6.0 -1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.0 52 -12 10.5 +3.4
IUS Invesco RAFI Strategic US ETF 2.0 19 21 6.9 -0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 4.1 -2.9
DIVY Sound Equity Dividend Income ETF 2.0 45 -5 9.9 +2.8
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 9.7 +2.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 34 2.9 -4.2
OPTZ Optimize Strategy Index ETF 2.0 50 -10 4.6 -2.5
DEMZ Democratic Large Cap Core ETF 2.0 45 -5 4.4 -2.7
JPEF JPMorgan Equity Focus ETF 2.0 50 -10 4.3 -2.8
VOOV Vanguard S&P 500 Value ETF 2.0 7 33 6.3 -0.8
APUE ActivePassive U.S. Equity ETF 2.0 45 -5 4.6 -2.5
IVE iShares S&P 500 Value ETF 2.0 18 22 6.2 -0.9
SPYV SPDR Portfolio S&P 500 Value ETF 1.9 4 36 6.3 -0.7
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 5.3 -1.8
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.9 35 5 10.3 +3.3
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 11 7.0 -0.0
LCF Touchstone US Large Cap Focused ETF 1.9 69 -29 4.2 -2.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 5 5.1 -2.0
LOWV AB US Low Volatility Equity ETF 1.9 48 -8 5.2 -1.9
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.3 -1.8
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 25 4.7 -2.4
FQAL Fidelity Quality Factor ETF 1.9 15 25 5.7 -1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 28 5.1 -2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 6.0 -1.1
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 5.0 -2.1
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 15 6.3 -0.8
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 25 7.0 -0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 23 6.0 -1.1
FLV American Century Focused Large Cap Value ETF 1.8 42 -2 6.7 -0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 20 5.6 -1.5
XSHQ Invesco S&P SmallCap Quality ETF 1.8 29 11 7.6 +0.5
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -25 2.5 -4.6
GQI Natixis Gateway Quality Income ETF 1.8 34 6 5.2 -1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -35 5.5 -1.6
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 11 10.8 +3.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.8 19 21 5.3 -1.8
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -20 8.2 +1.1
AUSF Global X Adaptive U.S. Factor ETF 1.8 27 13 9.0 +1.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 10 30 6.2 -0.9
EES WisdomTree U.S. SmallCap Fund 1.8 38 2 9.1 +2.0
SMMD iShares Russell 2500 ETF 1.8 15 25 6.2 -0.9
REVS Columbia Research Enhanced Value ETF 1.8 19 21 7.7 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 30 4.9 -2.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.7 15 25 6.0 -1.1
RNIN Bushido Capital US SMID Cap Equity ETF 1.7 70 -30 10.6 +3.5
ISMD Inspire Small/Mid Cap ETF 1.7 54 -14 5.7 -1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 0.4 -6.7
BFOR ALPS Barron's 400 ETF 1.7 65 -25 6.1 -1.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 25 4.9 -2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -35 4.0 -3.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 5 9.8 +2.7
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 22 5.1 -2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 29 5.1 -2.0
HLGE Hartford Longevity Economy ETF 1.7 44 -4 -0.4 -7.5
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 31 4.7 -2.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.7 70 -30 4.7 -2.4
VLUE iShares MSCI USA Value Factor ETF 1.6 15 25 9.3 +2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 29 4.9 -2.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 4.5 -2.5
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 7.2 +0.1
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 5 4.6 -2.5
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 20 9.0 +1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 4.6 -2.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 5.3 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 26 4.8 -2.2
RGEF Rockefeller Global Equity ETF 1.6 55 -15 4.7 -2.4
DSI iShares MSCI KLD 400 Social ETF 1.6 25 15 4.8 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 20 5.0 -2.1
LQPE PEO AlphaQuest Thematic PE ETF 1.6 125 -85 5.3 -1.8
ASLV Allspring Special Large Value ETF 1.6 35 5 6.6 -0.5
ROSC Hartford Multifactor Small Cap ETF 1.6 34 6 9.6 +2.5
KBWD Invesco KBW High Dividend Yield Financial ETF 1.6 384 -344 14.2 +7.1
PDP Invesco Dorsey Wright Momentum ETF 1.6 62 -22 3.7 -3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 33 4.8 -2.3
THRO iShares U.S. Thematic Rotation Active ETF 1.6 90 -50 4.0 -3.1
LRGF iShares U.S. Equity Factor ETF 1.5 8 32 5.4 -1.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -12 6.6 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 8 5.0 -2.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 11 4.6 -2.5
BLES Inspire Global Hope ETF 1.5 61 -21 6.8 -0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.5 6 34 4.0 -3.0
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 5.1 -2.0
SIXS ETC 6 Meridian Small Cap Equity ETF 1.5 89 -49 10.2 +3.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 9.8 +2.7
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.9 +0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 40 4.9 -2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 4.9 -2.2
VOTE TCW Transform 500 ETF 1.5 5 35 4.8 -2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 4 4.8 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 1.5 10 30 4.9 -2.2
DFUS Dimensional U.S. Equity ETF 1.5 9 31 4.8 -2.3
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -39 4.1 -3.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.5 48 -8 8.6 +1.5
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.8 -0.3
PSC Principal U.S. Small-Cap ETF 1.5 38 2 6.9 -0.2
IWN iShares Russell 2000 Value ETF 1.5 24 16 7.3 +0.2
FYT First Trust Small Cap Value AlphaDEX Fund 1.5 73 -33 11.1 +4.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 37 4.8 -2.2
VTI Vanguard Total Stock Market ETF 1.4 3 37 4.8 -2.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.4 3 37 5.1 -2.0
VTWV Vanguard Russell 2000 Value ETF 1.4 10 30 7.3 +0.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 35 8.2 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 15 8.6 +1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.4 65 -25 3.5 -3.6
SCHB Schwab U.S. Broad Market ETF 1.4 3 37 5.0 -2.1
XVV iShares ESG Screened S&P 500 ETF 1.4 8 32 4.7 -2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 31 4.6 -2.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.4 55 -15 4.8 -2.3
IYY iShares Dow Jones U.S. ETF 1.4 20 20 4.8 -2.3
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -10 4.6 -2.5
IWB iShares Russell 1000 ETF 1.4 15 25 4.8 -2.3
SCHK Schwab 1000 Index ETF 1.4 5 35 4.9 -2.1
IWV iShares Russell 3000 ETF 1.4 20 20 4.7 -2.4
VONE Vanguard Russell 1000 ETF 1.4 7 33 4.9 -2.2
VTHR Vanguard Russell 3000 ETF 1.4 7 33 4.8 -2.3
GDIV Harbor Dividend Growth Leaders ETF 1.4 50 -10 5.3 -1.8
IWM iShares Russell 2000 ETF 1.4 19 21 4.2 -2.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.4 39 1 3.4 -3.7
PWB Invesco Large Cap Growth ETF 1.4 56 -16 3.1 -4.0
VTWO Vanguard Russell 2000 ETF 1.4 7 33 4.2 -2.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 5.6 -1.5
RSSL Global X Russell 2000 ETF 1.4 8 32 4.3 -2.8
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 5 7.7 +0.6
SFY SoFi Select 500 ETF 1.4 0 40 4.3 -2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.4 12 28 4.5 -2.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 30 5.8 -1.3
SCHX Schwab U.S. Large-Cap ETF 1.4 3 37 4.9 -2.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.4 15 25 5.7 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.7 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.4 38 2 9.6 +2.6
USSE Segall Bryant & Hamill Select Equity ETF 1.4 65 -25 4.3 -2.8
YOKE Yoke Core ETF 1.4 42 -2 4.5 -2.6
FELC Fidelity Enhanced Large Cap Core ETF 1.4 18 22 5.2 -1.9
IWO iShares Russell 2000 Growth ETF 1.3 24 16 1.3 -5.8
VTWG Vanguard Russell 2000 Growth ETF 1.3 10 30 1.4 -5.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 4.6 -2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -25 7.8 +0.7
PBUS Invesco MSCI USA ETF 1.3 4 36 4.8 -2.3
VV Vanguard Large-Cap ETF 1.3 4 36 4.8 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.8 -2.3
VOO Vanguard S&P 500 ETF 1.3 3 37 4.9 -2.2
IVV iShares Core S&P 500 ETF 1.3 3 37 4.9 -2.2
SPLG SPDR Portfolio S&P 500 ETF 1.3 2 38 4.9 -2.2
SPY SPDR S&P 500 ETF Trust 1.3 9 31 4.9 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.9 -0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 5.1 -2.0
STRV Strive 500 ETF 1.3 5 35 4.8 -2.3
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -8 4.4 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 4.9 -2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 28 7.7 +0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 15 7.8 +0.8
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 5.4 -1.6
DGT SPDR Global Dow ETF 1.3 50 -10 6.9 -0.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.3 65 -25 4.8 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.6 -1.5
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 7.5 +0.4
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 7.5 +0.4
SHE SPDR MSCI USA Gender Diversity ETF 1.2 20 20 5.0 -2.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.6 -2.5
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.9 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -24 2.2 -4.9
ITAN Sparkline Intangible Value ETF 1.2 50 -10 6.6 -0.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.2 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 5.1 -2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -55 0.5 -6.6
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 10.7 +3.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -12 6.3 -0.8
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.9 -2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 11 8.3 +1.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 5 7.8 +0.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 5 5.4 -1.6
CSMD Congress SMid Growth ETF 1.1 69 -29 3.9 -3.2
VBK Vanguard Small-Cap Growth ETF 1.1 7 33 1.9 -5.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 10 7.9 +0.8
FFND Future Fund Active ETF 1.1 100 -60 4.3 -2.8
ACVF American Conservative Values ETF 1.1 75 -35 4.4 -2.7
RVRB Reverb ETF 1.1 30 10 4.5 -2.6
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -50 9.9 +2.9
UDI USCF Dividend Income Fund 1.1 65 -25 8.3 +1.2
STXD Strive 1000 Dividend Growth ETF 1.0 35 5 4.8 -2.3
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 5.1 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 25 3.4 -3.7
TOK iShares MSCI Kokusai ETF 1.0 26 14 5.0 -2.1
OALC OneAscent Large Cap Core ETF 1.0 86 -46 4.1 -3.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 4.2 -2.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 12 5.5 -1.6
KONG Formidable Fortress ETF 1.0 89 -49 6.2 -0.9
URTH iShares MSCI World ETF 1.0 24 16 5.0 -2.1
GINX SGI Enhanced Global Income ETF 1.0 98 -58 7.2 +0.1
IWL iShares Russell Top 200 ETF 0.9 15 25 4.6 -2.5
MGC Vanguard Mega Cap ETF 0.9 7 33 4.6 -2.5
LVOL American Century Low Volatility ETF 0.9 29 11 5.0 -2.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 5.6 -1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 7.1 0.0
VT Vanguard Total World Stock ETF 0.9 6 34 5.8 -1.3
RECS Columbia Research Enhanced Core ETF 0.9 15 25 5.6 -1.4
FDMO Fidelity Momentum Factor ETF 0.9 15 25 3.6 -3.5
ACWI iShares MSCI ACWI ETF 0.9 32 8 5.5 -1.6
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 5.7 -1.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.8 15 25 4.2 -2.9
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 36 4.1 -3.0
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -19 4.3 -2.8
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -7 5.3 -1.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 5 9.5 +2.5
MVPA Miller Value Partners Appreciation ETF 0.8 60 -20 9.9 +2.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -30 2.7 -4.4
VOOG Vanguard S&P 500 Growth ETF 0.8 7 33 4.0 -3.1
IVW iShares S&P 500 Growth ETF 0.8 18 22 3.9 -3.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 36 4.1 -3.0
CGDG Capital Group Dividend Growers ETF 0.8 47 -7 6.3 -0.8
DEW WisdomTree Global High Dividend Fund 0.7 58 -18 8.5 +1.4
SPMO Invesco S&P 500 Momentum ETF 0.7 13 27 3.5 -3.6
BKWO BNY Mellon Women's Opportunities ETF 0.7 50 -10 3.7 -3.4
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -35 3.7 -3.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -20 4.0 -3.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.5 -2.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 25 5.3 -1.8
AIEQ AI Powered Equity ETF 0.7 75 -35 3.7 -3.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -8 6.2 -0.9
ALIL Argent Focused Small Cap ETF 0.7 74 -34 7.5 +0.5
GLOF iShares Global Equity Factor ETF 0.6 20 20 6.4 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -19 2.8 -4.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -9 4.7 -2.4
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.6 -3.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.0 -3.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.6 47 -7 9.3 +2.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -16 11.0 +3.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 2 10.2 +3.1
ABLS Abacus FCF Small Cap Leaders ETF 0.6 59 -19 6.4 -0.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.5 75 -35 7.9 +0.8
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 -9 5.6 -1.5
GSPY Gotham Enhanced 500 ETF 0.5 50 -10 5.2 -1.8
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.3 -3.7
TTAC FCF US Quality ETF 0.5 59 -19 6.4 -0.6
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 5.7 -1.4
VIDI Vident International Equity Strategy ETF 0.5 61 -21 10.9 +3.8
FDG American Century Focused Dynamic Growth ETF 0.5 45 -5 1.9 -5.2
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 17 3.5 -3.6
HEAL Global X HealthTech ETF 0.5 50 -10 -0.6 -7.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.5 49 -9 11.7 +4.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.5 65 -25 1.1 -6.0
RVER Trenchless Fund ETF 0.5 65 -25 4.4 -2.7
TMFC Motley Fool 100 Index ETF 0.5 50 -10 3.4 -3.7
AVUQ Avantis U.S. Quality ETF 0.5 15 25 4.4 -2.7
DUHP Dimensional US High Profitability ETF 0.4 21 19 6.4 -0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -39 4.4 -2.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.4 -0.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.6 -3.5
FEGE First Eagle Global Equity ETF 0.4 79 -39 6.8 -0.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 2.3 -4.7
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 1 5.7 -1.4
FFOX FundX Future Fund Opportunities ETF 0.4 100 -60 4.3 -2.8
FINX Global X FinTech ETF 0.3 68 -28 2.2 -4.9
TMAT Main Thematic Innovation ETF 0.3 164 -124 -1.5 -8.5
ISRA VanEck Israel ETF 0.3 59 -19 7.0 -0.1
ITEQ BlueStar Israel Technology ETF 0.3 75 -35 1.6 -5.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 22 3.9 -3.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.8 +0.7
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -40 12.0 +4.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.5 -2.5
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.6 -3.5
STXG Strive 1000 Growth ETF 0.3 18 22 3.8 -3.3
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 7.9 +0.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -16 6.2 -0.9
OEF iShares S&P 100 ETF 0.2 20 20 4.5 -2.6
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -19 2.8 -4.3
IWC iShares Micro-Cap ETF 0.2 60 -20 -0.8 -7.9
BPAY BlackRock Future Financial and Technology ETF 0.2 70 -30 8.0 +0.9
FPX First Trust US Equity Opportunities ETF 0.2 61 -21 0.9 -6.2
PAWZ ProShares Pet Care ETF 0.2 50 -10 4.0 -3.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -20 7.7 +0.7
HDV iShares Core High Dividend ETF 0.1 8 32 7.4 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 5.4 -1.7
NIXT Research Affiliates Deletions ETF 0.1 9 31 8.8 +1.7
IWF iShares Russell 1000 Growth ETF 0.1 19 21 4.4 -2.7
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 4.4 -2.7
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.1 -3.0
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 4.5 -2.6

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 11.7 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.70 CATEGORY
AVERAGE		 1.59
 
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.