iShares U.S. Insurance ETF
ALTAR
Score™		 6.3% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 11.9x P/Sales
ratio		 1.4x
P/BV
ratio		 1.7x Div.
yield		 2.0%


  • 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) $636
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 55
Wgt avg mkt cap (mns) $57,574
Large cap (>$10bn) 88.0%
Mid cap ($2-10bn) 10.3%
Small cap (<$2bn) 1.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 15.6 %
CHUBB LIMITED 12.6 %
AMERICAN INTERNATIONAL GROUP 6.5 %
TRAVELERS COS INC/THE 6.1 %
METLIFE INC 5.3 %
ALLSTATE CORP 4.9 %
AFLAC INC 4.5 %
PRUDENTIAL FINANCIAL INC 4.5 %
ARCH CAPITAL GROUP LTD 4.5 %
HARTFORD FINANCIAL SVCS GRP 3.9 %
Total 68.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.3 %
SWITZERLAND 12.6 %
BERMUDA 5.8 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
17.7% 40.0% 15.4% 12.0% 7.1%

Market Correlations
versus... Beta R-squared
S&P500 0.59 36%
MSCI EAFE 0.61 36%
MSCI Emg. Mkts. 0.33 11%

Technical Indicators
Recent close $112.58
30d moving avg. $97.90
Annualized volatility 17.5%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.5%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 122
Turnover 2.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $3,915

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 545 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™: 6.3%


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 51.9 35 5 5.9 -0.4
KIE SPDR S&P Insurance ETF 51.0 35 5 6.7 +0.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.3 40 0 7.1 +0.8
FXO First Trust Financials AlphaDEX Fund 21.5 62 -22 9.2 +2.9
IYF iShares U.S. Financials ETF 16.3 40 0 6.3 -0.0
SHRY First Trust Bloomberg Shareholder Yield ETF 13.8 60 -20 6.9 +0.6
VFH Vanguard Financials ETF 12.4 10 30 6.4 +0.1
FNCL Fidelity MSCI Financials Index ETF 12.3 8 32 6.5 +0.1
XLF Financial Select Sector SPDR Fund 11.6 9 31 6.0 -0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 11.0 60 -20 6.2 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 10.3 10 30 5.6 -0.7
DFNL Davis Select Financial ETF 10.0 63 -23 6.8 +0.5
SPVM Invesco S&P 500 Value with Momentum ETF 9.8 39 1 8.4 +2.1
PKW Invesco Buyback Achievers ETF 8.3 62 -22 7.1 +0.8
WTV WisdomTree US Value Fund of Benef Interest 8.3 12 28 8.7 +2.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.7 60 -20 4.4 -1.9
CZA Invesco Zacks Mid-Cap ETF 7.6 72 -32 6.3 +0.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.5 12 28 5.5 -0.8
EQRR ProShares Equities for Rising Rates ETF 7.5 35 5 7.8 +1.5
USVT US Value ETF 7.4 49 -9 11.3 +5.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.2 15 25 6.9 +0.6
USMF WisdomTree U.S. Multifactor Fund 7.1 28 12 6.9 +0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 7.1 80 -40 5.1 -1.2
RPV Invesco S&P 500 Pure Value ETF 7.0 35 5 9.9 +3.5
DVY iShares Select Dividend ETF 6.9 38 2 9.1 +2.8
VOE Vanguard Mid-Cap Value ETF 6.9 7 33 7.4 +1.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.9 60 -20 10.2 +3.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.8 60 -20 7.7 +1.4
FTA First Trust Large Cap Value AlphaDEX Fund 6.8 59 -19 8.2 +1.9
IXG iShares Global Financials ETF 6.7 42 -2 6.8 +0.5
QDIV Global X S&P 500 Quality Dividend ETF 6.6 20 20 8.6 +2.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 6.6 75 -35 6.7 +0.3
RUFF Alpha Dog ETF 6.6 94 -54 4.8 -1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.6 65 -25 3.8 -2.5
USMV iShares MSCI USA Min Vol Factor ETF 6.5 15 25 6.1 -0.3
OALC OneAscent Large Cap Core ETF 6.5 86 -46 5.9 -0.5
DIP BTD Capital Fund 6.3 129 -89 5.0 -1.3
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 34 7.9 +1.6
PY Principal Value ETF 6.2 15 25 7.6 +1.2
SYLD Cambria Shareholder Yield ETF 6.0 59 -19 11.6 +5.2
RDVY First Trust Rising Dividend Achievers ETF 6.0 50 -10 9.6 +3.3
FOVL iShares Focused Value Factor ETF 6.0 25 15 10.1 +3.8
QLV FlexShares US Quality Low Volatility Index Fund 5.9 22 18 5.2 -1.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.9 40 0 6.6 +0.3
MBOX Freedom Day Dividend ETF 5.9 39 1 7.7 +1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.8 20 20 4.5 -1.8
ABEQ Absolute Select Value ETF 5.7 85 -45 4.7 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 7.9 +1.6
VAMO Cambria Value & Momentum ETF 5.7 61 -21 9.6 +3.3
PWV Invesco Large Cap Value ETF 5.7 55 -15 7.6 +1.3
XMLV Invesco S&P MidCap Low Volatility ETF 5.6 25 15 6.9 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 5.5 18 22 8.2 +1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 5.5 15 25 8.2 +1.9
IPDP Dividend Performers ETF 5.4 122 -82 4.9 -1.5
VFVA Vanguard U.S. Value Factor ETF 5.3 13 27 10.6 +4.3
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.3 80 -40 6.5 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 5.3 29 11 9.1 +2.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 5.4 -0.9
DFLV Dimensional US Large Cap Value ETF 5.1 22 18 7.8 +1.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.1 60 -20 6.7 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -20 5.4 -0.9
IWS iShares Russell Mid-Cap Value ETF 4.9 23 17 6.6 +0.3
TMDV ProShares Russell US Dividend Growers ETF 4.9 35 5 6.5 +0.2
NULV Nuveen ESG Large-Cap Value ETF 4.9 26 14 7.1 +0.8
FDLO Fidelity Low Volatility Factor ETF 4.8 15 25 5.5 -0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.8 54 -14 6.2 -0.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.8 55 -15 4.0 -2.3
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 2 8.6 +2.3
VFMF Vanguard U.S. Multifactor ETF 4.8 18 22 8.7 +2.3
TPHD Timothy Plan High Dividend Stock ETF 4.8 52 -12 6.2 -0.1
ROE Astoria US Quality Kings ETF 4.7 49 -9 8.1 +1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 67 -27 9.2 +2.9
VYM Vanguard High Dividend Yield Index ETF 4.7 6 34 7.3 +1.0
FBCV Fidelity Blue Chip Value ETF 4.6 59 -19 7.1 +0.7
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -15 6.2 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.5 30 10 8.0 +1.7
SDY SPDR S&P Dividend ETF 4.5 35 5 6.3 -0.1
GVLU Gotham 1000 Value ETF 4.4 50 -10 7.4 +1.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.4 60 -20 6.4 +0.1
XMHQ Invesco S&P MidCap Quality ETF 4.4 25 15 7.0 +0.6
DFAT Dimensional U.S. Targeted Value ETF 4.4 28 12 8.2 +1.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.3 20 20 6.4 +0.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.3 60 -20 5.7 -0.7
YALL God Bless America ETF 4.3 65 -25 3.6 -2.7
XJH iShares ESG Screened S&P Mid-Cap ETF 4.3 12 28 6.8 +0.5
ULVM VictoryShares US Value Momentum ETF 4.3 20 20 7.4 +1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 6.0 -0.3
QDF FlexShares Quality Dividend Index Fund 4.3 37 3 5.0 -1.3
LVOL American Century Low Volatility ETF 4.2 29 11 5.3 -1.1
CFA VictoryShares US 500 Volatility Wtd ETF 4.2 35 5 6.0 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.2 40 0 5.9 -0.4
HOMZ Hoya Capital Housing ETF 4.2 30 10 8.1 +1.8
SNPV Xtrackers S&P 500 Value ESG ETF 4.2 15 25 6.8 +0.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.2 15 25 7.1 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.2 15 25 7.6 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 4.1 59 -19 5.6 -0.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.1 35 5 7.2 +0.8
VLU SPDR S&P 1500 Value Tilt ETF 4.1 12 28 7.1 +0.8
DFUV Dimensional US Marketwide Value ETF 4.1 22 18 7.6 +1.3
FVD First Trust Value Line Dividend Index Fund 4.0 65 -25 6.0 -0.3
PDP Invesco Dorsey Wright Momentum ETF 4.0 62 -22 3.7 -2.7
FTCS First Trust Capital Strength ETF 4.0 55 -15 5.6 -0.7
STXV Strive 1000 Value ETF 3.9 18 22 7.8 +1.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.9 15 25 6.3 -0.0
AVLV Avantis U.S. Large Cap Value ETF 3.9 15 25 7.5 +1.2
IMCB iShares Morningstar Mid-Cap ETF 3.9 4 36 6.1 -0.2
MDY SPDR S&P Midcap 400 ETF Trust 3.9 23 17 6.8 +0.4
JEPI JPMorgan Equity Premium Income ETF 3.9 35 5 5.3 -1.1
EZM WisdomTree U.S. MidCap Fund 3.9 38 2 8.2 +1.8
AFMC First Trust Active Factor Mid Cap ETF 3.9 65 -25 7.5 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 3.9 10 30 6.9 +0.6
NUDV Nuveen ESG Dividend ETF 3.9 26 14 7.5 +1.2
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -49 4.8 -1.6
VBR Vanguard Small Cap Value ETF 3.8 7 33 8.2 +1.9
IJH iShares Core S&P Mid-Cap ETF 3.8 5 35 6.9 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.8 70 -30 5.0 -1.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.8 3 37 7.0 +0.6
CWS AdvisorShares Focused Equity ETF 3.8 84 -44 4.8 -1.5
SPVU Invesco S&P 500 Enhanced Value ETF 3.8 13 27 9.1 +2.8
MAGA Point Bridge America First ETF 3.8 72 -32 6.3 +0.0
VO Vanguard Mid-Cap ETF 3.8 4 36 5.8 -0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 2 8.3 +2.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 5 8.3 +2.0
SMDY Syntax Stratified MidCap ETF 3.7 35 5 6.3 0.0
DFSU Dimensional US Sustainability Core 1 ETF 3.7 18 22 5.7 -0.6
DIA SPDR Dow Jones Industrial Average ETF Trust 3.7 16 24 5.8 -0.5
IWR iShares Russell Midcap ETF 3.7 19 21 5.7 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 3.7 106 -66 8.9 +2.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.7 15 25 6.4 +0.1
RNMC First Trust Mid Cap US Equity Select ETF 3.7 60 -20 7.9 +1.6
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 8.7 +2.4
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -2 6.6 +0.3
SCHM Schwab U.S. Mid-Cap ETF 3.6 4 36 6.3 +0.0
KRMA Global X Conscious Companies ETF 3.6 43 -3 5.8 -0.5
VTV Vanguard Value ETF 3.6 4 36 7.0 +0.7
CGDV Capital Group Dividend Value ETF 3.6 33 7 5.8 -0.6
DIVB iShares Core Dividend ETF 3.6 5 35 8.0 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.5 4 36 6.1 -0.2
FSMD Fidelity Small-Mid Multifactor ETF 3.5 15 25 7.6 +1.3
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 6.5 +0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.5 25 15 5.8 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 3.5 25 15 5.7 -0.6
ALTL Pacer Lunt Large Cap Alternator ETF 3.5 60 -20 5.3 -1.0
SIZE iShares MSCI USA Size Factor ETF 3.5 15 25 6.0 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -10 7.0 +0.6
HAPY Harbor Human Capital Factor Unconstrained ETF 3.4 50 -10 4.8 -1.6
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 31 6.2 -0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.4 25 15 8.8 +2.5
DBLV AdvisorShares DoubleLine Value Equity ETF 3.4 90 -50 7.5 +1.1
QUS SPDR MSCI USA StrategicFactors ETF 3.4 15 25 6.1 -0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.4 56 -16 1.7 -4.7
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 6 5.1 -1.2
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 10.2 +3.9
FLDZ RiverNorth Patriot ETF 3.4 75 -35 5.8 -0.5
XMVM Invesco S&P MidCap Value with Momentum ETF 3.3 39 1 10.8 +4.5
BIBL Inspire 100 ETF 3.3 35 5 4.8 -1.5
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -10 6.0 -0.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.6 +1.3
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -15 5.0 -1.3
NUMV Nuveen ESG Mid-Cap Value ETF 3.3 31 9 7.4 +1.1
ROUS Hartford Multifactor US Equity ETF 3.3 19 21 6.4 +0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.3 15 25 7.4 +1.1
VEGN US Vegan Climate ETF 3.3 60 -20 4.7 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.3 58 -18 5.4 -1.0
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 20 6.2 -0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.3 52 -12 5.4 -0.9
JHDV John Hancock U.S. High Dividend ETF 3.2 34 6 6.5 +0.2
ACSI American Customer Satisfaction ETF 3.2 65 -25 4.9 -1.4
ONEY SPDR Russell 1000 Yield Focus ETF 3.2 20 20 10.0 +3.7
PWB Invesco Large Cap Growth ETF 3.2 56 -16 3.1 -3.2
VONV Vanguard Russell 1000 Value ETF 3.2 8 32 6.7 +0.4
GDIV Harbor Dividend Growth Leaders ETF 3.2 50 -10 6.0 -0.3
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 1 7.3 +1.0
FNDX Schwab Fundamental US Large Co. Index ETF 3.2 25 15 7.1 +0.8
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 34 8.1 +1.8
IWD iShares Russell 1000 Value ETF 3.1 19 21 6.6 +0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 3 4.8 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 22 6.7 +0.4
ISMD Inspire Small/Mid Cap ETF 3.1 54 -14 6.1 -0.2
JAVA JPMorgan Active Value ETF 3.1 44 -4 6.3 +0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.1 7 33 5.8 -0.6
FNDB Schwab Fundamental US Broad Market Index ETF 3.1 25 15 7.1 +0.8
RFV Invesco S&P Midcap 400 Pure Value ETF 3.1 35 5 8.8 +2.5
HKND Humankind US Stock ETF 3.1 11 29 7.0 +0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.1 24 16 8.0 +1.7
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.6 +0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 3.1 70 -30 9.2 +2.9
AVUS Avantis U.S. Equity ETF 3.0 15 25 6.0 -0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 3.0 45 -5 9.8 +3.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.0 60 -20 9.5 +3.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.0 48 -8 5.6 -0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.0 18 22 6.3 +0.0
IUSV iShares Core S&P US Value ETF 3.0 4 36 6.8 +0.5
DIVL Madison Dividend Value ETF 3.0 65 -25 6.1 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 31 6.0 -0.3
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 -18 8.6 +2.3
ACWV iShares MSCI Global Min Vol Factor ETF 3.0 20 20 6.7 +0.4
DIVS SmartETFs Dividend Builder ETF 3.0 65 -25 4.7 -1.6
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 30 5.2 -1.1
AVUV Avantis U.S. Small Cap Value ETF 3.0 25 15 10.0 +3.7
VIG Vanguard Dividend Appreciation ETF 2.9 6 34 5.8 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.9 60 -20 6.0 -0.3
IVE iShares S&P 500 Value ETF 2.9 18 22 6.6 +0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 30 4.8 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 36 6.7 +0.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -38 8.8 +2.5
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 27 7.2 +0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.8 10 30 4.9 -1.4
VSDA VictoryShares Dividend Accelerator ETF 2.8 35 5 6.1 -0.3
DFAS Dimensional U.S. Small Cap ETF 2.8 26 14 6.0 -0.3
MGV Vanguard Mega Cap Value ETF 2.7 7 33 6.8 +0.5
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 23 7.1 +0.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.7 12 28 7.8 +1.4
PFM Invesco Dividend Achievers ETF 2.7 53 -13 5.7 -0.6
SCHV Schwab U.S. Large-Cap Value ETF 2.7 4 36 6.7 +0.4
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 5.6 -0.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.7 75 -35 3.8 -2.5
VB Vanguard Small-Cap ETF 2.7 5 35 5.4 -0.9
MTUM iShares MSCI USA Momentum Factor ETF 2.6 15 25 3.7 -2.6
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.3 -1.0
EQUL IQ Engender Equality ETF 2.6 45 -5 6.8 +0.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.6 7 33 8.5 +2.2
SSLY Syntax Stratified SmallCap ETF 2.6 40 0 7.5 +1.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.6 15 25 8.7 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 30 7.8 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 28 4.8 -1.5
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.6 106 -66 3.0 -3.4
JHSC John Hancock Multifactor Small Cap ETF 2.5 42 -2 6.2 -0.1
DFSV Dimensional US Small Cap Value ETF 2.5 31 9 8.9 +2.6
FSST Fidelity Sustainable U.S. Equity ETF 2.5 59 -19 4.9 -1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.5 20 20 8.0 +1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 5.8 -0.5
DUSA Davis Select U.S. Equity ETF 2.5 61 -21 7.2 +0.9
IJR iShares Core S&P Small Cap ETF 2.5 6 34 8.2 +1.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.5 15 25 10.1 +3.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.5 3 37 8.2 +1.9
STXK Strive Small-Cap ETF 2.4 18 22 5.5 -0.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 27 5.4 -1.0
VXF Vanguard Extended Market ETF 2.4 6 34 3.9 -2.4
SLYV SPDR S&P 600 Small Cap Value ETF 2.4 15 25 9.4 +3.1
IJS iShares S&P Small-Cap 600 Value ETF 2.4 18 22 9.3 +3.0
SCHA Schwab U.S. Small-Cap ETF 2.4 4 36 4.9 -1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.4 17 23 5.4 -0.9
ILCV iShares Morningstar Value ETF 2.4 4 36 6.7 +0.4
FLLV Franklin U.S. Low Volatility ETF 2.4 29 11 5.9 -0.4
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 5.7 -0.6
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 11 5.2 -1.1
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.7 -0.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.4 24 16 7.8 +1.5
INNO Harbor Disruptive Innovation ETF 2.4 75 -35 -3.5 -9.8
FDWM Fidelity Women's Leadership ETF 2.4 59 -19 4.8 -1.5
BGIG Bahl & Gaynor Income Growth ETF 2.3 45 -5 5.3 -1.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.3 80 -40 8.0 +1.7
IUS Invesco RAFI Strategic US ETF 2.3 19 21 7.3 +0.9
NULC Nuveen ESG Large-Cap ETF 2.3 21 19 5.5 -0.8
DGRO iShares Core Dividend Growth ETF 2.3 8 32 6.5 +0.2
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.3 35 5 5.4 -0.9
DIVY Sound Equity Dividend Income ETF 2.3 45 -5 10.5 +4.2
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 11 7.2 +0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 2.3 12 28 7.8 +1.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.3 15 25 7.6 +1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.3 79 -39 6.2 -0.1
ESGS Columbia U.S. ESG Equity Income ETF 2.3 35 5 6.3 -0.0
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 23 5.8 -0.5
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -10 3.8 -2.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 25 5.8 -0.5
FLV American Century Focused Large Cap Value ETF 2.2 42 -2 6.5 +0.2
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 28 8.4 +2.1
DTD WisdomTree U.S. Total Dividend Fund 2.2 28 12 6.5 +0.2
NUSC Nuveen ESG Small-Cap ETF 2.2 31 9 5.2 -1.2
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 20 6.0 -0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.2 35 5 5.7 -0.6
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 25 5.2 -1.1
DHS WisdomTree U.S. High Dividend Fund 2.2 38 2 8.8 +2.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 28 5.1 -1.2
LEAD Siren DIVCON Leaders Dividend ETF 2.2 43 -3 5.2 -1.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.1 15 25 7.0 +0.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 8.2 +1.9
KOCG FIS Knights of Columbus Global Belief ETF 2.1 75 -35 5.3 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 15 6.8 +0.5
SFYX SoFi Next 500 ETF 2.1 0 40 5.6 -0.7
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 34 2.5 -3.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 10 9.1 +2.8
FDIV MarketDesk Focused U.S. Dividend ETF 2.1 35 5 8.8 +2.5
IWX iShares Russell Top 200 Value ETF 2.1 20 20 6.5 +0.2
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 13 9.0 +2.7
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 20 7.1 +0.8
KRUZ Unusual Whales Subversive Republican Trading ETF 2.1 75 -35 4.9 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.7 -0.7
SCAP InfraCap Small Cap Income ETF 2.1 135 -95 7.2 +0.9
OSCV Opus Small Cap Value ETF 2.1 79 -39 6.4 +0.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.7 -0.7
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 9.5 +3.1
GRPM Invesco S&P MidCap 400 GARP ETF 2.1 35 5 9.9 +3.6
TMFX Motley Fool Next Index ETF 2.1 50 -10 3.4 -2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.1 29 11 8.1 +1.8
VLUE iShares MSCI USA Value Factor ETF 2.1 15 25 10.7 +4.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.0 15 25 4.9 -1.4
DFND Siren DIVCON Dividend Defender ETF 2.0 189 -149 3.9 -2.4
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 31 5.1 -1.3
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.8 +0.4
DWLD Davis Select Worldwide ETF 2.0 63 -23 5.6 -0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -35 4.7 -1.6
FTGS First Trust Growth Strength ETF 2.0 60 -20 6.5 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.0 25 15 6.1 -0.3
VTWV Vanguard Russell 2000 Value ETF 2.0 15 25 5.8 -0.5
VOOV Vanguard S&P 500 Value ETF 2.0 10 30 5.6 -0.8
SPGP Invesco S&P 500 GARP ETF 2.0 34 6 8.5 +2.2
IWN iShares Russell 2000 Value ETF 2.0 24 16 5.6 -0.7
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 27 2.8 -3.6
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 10 6.1 -0.3
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 5.4 -1.0
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -5 4.6 -1.7
RPG Invesco S&P 500 Pure Growth ETF 1.9 35 5 3.4 -2.9
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.6 -0.7
BFOR ALPS Barron's 400 ETF 1.9 65 -25 6.6 +0.3
AVSC Avantis U.S Small Cap Equity ETF 1.9 25 15 5.4 -0.9
WCEO Hypatia Women CEO ETF 1.9 85 -45 5.2 -1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.9 39 1 9.4 +3.1
FMIL Fidelity New Millennium ETF 1.9 59 -19 4.3 -2.0
FLRG Fidelity U.S. Multifactor ETF 1.9 15 25 7.7 +1.4
DSI iShares MSCI KLD 400 Social ETF 1.9 25 15 5.1 -1.2
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 30 5.3 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 6.2 -0.1
ROSC Hartford Multifactor Small Cap ETF 1.9 34 6 10.1 +3.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -55 1.7 -4.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 6.3 -0.0
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 52 -12 9.4 +3.1
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 5.0 -1.3
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 4.2 -2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.8 60 -20 4.1 -2.3
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 30 5.1 -1.2
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 6.2 -0.1
LRGF iShares U.S. Equity Factor ETF 1.8 8 32 5.8 -0.5
SCHD Schwab US Dividend Equity ETF 1.8 6 34 9.6 +3.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 5.0 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 34 4.3 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 5.8 -0.5
VUSE Vident U.S. Equity Strategy ETF 1.7 50 -10 3.6 -2.7
DFUS Dimensional U.S. Equity ETF 1.7 9 31 5.1 -1.2
VONE Vanguard Russell 1000 ETF 1.7 8 32 5.2 -1.1
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.7 85 -45 4.4 -1.9
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -39 4.3 -2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 37 5.4 -0.9
XVV iShares ESG Screened S&P 500 ETF 1.7 8 32 5.1 -1.2
VTI Vanguard Total Stock Market ETF 1.7 3 37 5.1 -1.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -30 1.8 -4.5
VTHR Vanguard Russell 3000 ETF 1.7 10 30 5.1 -1.2
KBWD Invesco KBW High Dividend Yield Financial ETF 1.7 384 -344 8.5 +2.2
IWB iShares Russell 1000 ETF 1.7 15 25 5.1 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 1 4.5 -1.8
IYY iShares Dow Jones U.S. ETF 1.7 20 20 5.1 -1.2
SUSA iShares MSCI USA ESG Select ETF 1.7 25 15 5.4 -1.0
SMMD iShares Russell 2500 ETF 1.7 15 25 6.0 -0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 5.1 -1.2
SMCP AlphaMark Actively Managed Small Cap ETF 1.7 90 -50 6.8 +0.5
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 5.2 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 10 7.6 +1.3
IWV iShares Russell 3000 ETF 1.7 20 20 5.0 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 20 5.1 -1.2
LCF Touchstone US Large Cap Focused ETF 1.7 69 -29 4.5 -1.8
SHE SPDR MSCI USA Gender Diversity ETF 1.7 20 20 5.0 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 31 5.2 -1.2
SCHK Schwab 1000 Index ETF 1.7 5 35 5.3 -1.0
BLES Inspire Global Hope ETF 1.6 61 -21 6.3 +0.0
GDVD R3 Global Dividend Growth ETF 1.6 88 -48 5.8 -0.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 40 10.6 +4.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.7 -0.6
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 5.3 -1.0
PBUS Invesco MSCI USA ETF 1.6 4 36 5.3 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 29 5.2 -1.1
EPS WisdomTree U.S. LargeCap Fund 1.6 8 32 6.3 -0.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -21 7.2 +0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -25 8.4 +2.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 30 5.2 -1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 20 5.1 -1.3
AIEQ AI Powered Equity ETF 1.6 75 -35 6.1 -0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 11 7.4 +1.1
VV Vanguard Large-Cap ETF 1.6 4 36 5.2 -1.1
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -12 7.6 +1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 6.7 +0.4
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 37 5.3 -1.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 11 5.1 -1.2
VOO Vanguard S&P 500 ETF 1.6 3 37 5.3 -1.0
ITAN Sparkline Intangible Value ETF 1.6 50 -10 6.2 -0.2
STRV Strive 500 ETF 1.6 5 35 5.2 -1.1
REVS Columbia Research Enhanced Value ETF 1.6 19 21 7.7 +1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 31 4.0 -2.3
SPY SPDR S&P 500 ETF Trust 1.6 9 31 5.2 -1.1
DGT SPDR Global Dow ETF 1.6 50 -10 6.7 +0.3
IVV iShares Core S&P 500 ETF 1.6 3 37 5.3 -1.0
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 38 5.3 -1.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.5 12 28 7.3 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -35 4.9 -1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 8 5.2 -1.1
WBIY WBI Power Factor High Dividend ETF 1.5 100 -60 11.0 +4.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 29 5.2 -1.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.5 42 -2 7.5 +1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 33 5.2 -1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 7.6 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 31 5.3 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 15 25 7.0 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 5.4 -0.9
FQAL Fidelity Quality Factor ETF 1.4 15 25 5.9 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 38 5.3 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 40 5.3 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 5.7 -0.6
DES WisdomTree U.S. SmallCap Dividend Fund 1.4 38 2 8.1 +1.8
VTWO Vanguard Russell 2000 ETF 1.4 10 30 3.9 -2.5
IWM iShares Russell 2000 ETF 1.4 19 21 3.6 -2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 2.1 -4.3
SFY SoFi Select 500 ETF 1.4 0 40 5.2 -1.2
VOTE TCW Transform 500 ETF 1.4 5 35 5.2 -1.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 33 9.4 +3.1
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 25 7.1 +0.7
IJT iShares S&P Small-Cap 600 Growth ETF 1.3 18 22 7.0 +0.7
PSC Principal U.S. Small-Cap ETF 1.3 38 2 6.6 +0.2
VNSE Natixis Vaughan Nelson Select ETF 1.3 80 -40 3.2 -3.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.3 39 1 4.9 -1.5
CSMD Congress SMid Growth ETF 1.3 69 -29 4.2 -2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -40 4.5 -1.8
VALQ American Century U.S. Quality Value ETF 1.3 29 11 7.5 +1.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.3 20 20 5.6 -0.7
CHGX AXS Change Finance ESG ETF 1.3 49 -9 5.1 -1.3
QGRO American Century U.S. Quality Growth ETF 1.3 29 11 5.8 -0.5
RVRB Reverb ETF 1.3 30 10 5.0 -1.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 3.8 -2.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 10.5 +4.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.3 35 5 10.5 +4.1
KONG Formidable Fortress ETF 1.3 89 -49 6.2 -0.1
FVAL Fidelity Value Factor ETF 1.2 15 25 7.5 +1.2
VOOG Vanguard S&P 500 Growth ETF 1.2 10 30 5.5 -0.8
TOK iShares MSCI Kokusai ETF 1.2 26 14 5.3 -1.0
PRAY FIS Christian Stock Fund 1.2 69 -29 5.9 -0.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 15 6.9 +0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 5.2 -1.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.2 36 4 11.1 +4.8
NTZG Nuveen Global Net Zero Transition ETF 1.2 56 -16 4.9 -1.4
HDUS Hartford Disciplined US Equity ETF 1.2 19 21 6.2 -0.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.2 27 13 8.4 +2.1
MGC Vanguard Mega Cap ETF 1.2 7 33 5.1 -1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 28 4.5 -1.8
URTH iShares MSCI World ETF 1.1 24 16 5.4 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 31 5.5 -0.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 7.5 +1.2
VBK Vanguard Small-Cap Growth ETF 1.1 7 33 1.5 -4.9
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.1 52 -12 7.0 +0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 2 6.8 +0.4
IWL iShares Russell Top 200 ETF 1.1 15 25 5.0 -1.3
GDEF Goldman Sachs Defensive Equity ETF 1.1 55 -15 4.4 -2.0
DEW WisdomTree Global High Dividend Fund 1.1 58 -18 9.1 +2.8
VT Vanguard Total World Stock ETF 1.0 7 33 5.8 -0.5
ACVF American Conservative Values ETF 1.0 75 -35 4.4 -1.9
ACWI iShares MSCI ACWI ETF 1.0 32 8 5.5 -0.8
HLGE Hartford Longevity Economy ETF 1.0 44 -4 6.6 +0.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -20 8.4 +2.1
UDI USCF Dividend Income Fund 1.0 65 -25 7.4 +1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -12 6.3 +0.0
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 4.1 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 26 5.4 -0.9
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 4.8 -1.5
GSPY Gotham Enhanced 500 ETF 1.0 50 -10 5.3 -1.0
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 11.4 +5.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 4 4.8 -1.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -49 9.0 +2.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.9 71 -31 0.9 -5.4
FFTY Innovator IBD 50 ETF 0.8 80 -40 0.1 -6.3
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 25 1.7 -4.6
IWO iShares Russell 2000 Growth ETF 0.8 24 16 1.4 -4.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.8 15 25 6.0 -0.3
STXD Strive 1000 Dividend Growth ETF 0.8 35 5 5.5 -0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 25 4.8 -1.6
ILCG iShares Morningstar Growth ETF 0.8 4 36 4.1 -2.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -8 6.2 -0.1
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 1 7.8 +1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -19 2.8 -3.5
GLOF iShares Global Equity Factor ETF 0.7 20 20 7.1 +0.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 73 -33 11.7 +5.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -16 13.9 +7.6
BTHM BlackRock Future U.S. Themes ETF 0.7 60 -20 4.3 -2.0
EES WisdomTree U.S. SmallCap Fund 0.7 38 2 10.3 +4.0
RECS Columbia Research Enhanced Core ETF 0.7 15 25 5.6 -0.7
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 17 3.8 -2.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7 20 20 2.1 -4.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 9.8 +3.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 36 4.3 -2.0
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -35 7.6 +1.3
SQEW LeaderShares Equity Skew ETF 0.6 81 -41 6.1 -0.3
STXG Strive 1000 Growth ETF 0.6 18 22 4.2 -2.1
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 5.5 -0.8
FDMO Fidelity Momentum Factor ETF 0.6 15 25 3.7 -2.6
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -9 6.0 -0.3
TXS Texas Capital Texas Equity Index ETF 0.6 49 -9 5.6 -0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 22 4.3 -2.0
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 4.6 -1.7
IWC iShares Micro-Cap ETF 0.5 60 -20 -4.3 -10.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 1 8.9 +2.6
VIDI Vident International Equity Strategy ETF 0.5 61 -21 11.9 +5.6
FCPI Fidelity Stocks for Inflation ETF 0.5 15 25 8.6 +2.3
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 11 10.1 +3.8
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.4 -2.9
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.7 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.8 -1.5
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 4.9 -1.4
IVW iShares S&P 500 Growth ETF 0.4 18 22 4.5 -1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 36 4.6 -1.7
FPX First Trust US Equity Opportunities ETF 0.4 61 -21 0.6 -5.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -9 5.0 -1.3
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -60 4.4 -1.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.9 -2.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 6.7 +0.4
HDV iShares Core High Dividend ETF 0.4 8 32 8.1 +1.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 1.2 -5.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 5 7.2 +0.9
OEF iShares S&P 100 ETF 0.3 20 20 5.0 -1.3
TTAC FCF US Quality ETF 0.3 59 -19 6.5 +0.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.3 60 -20 9.0 +2.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 -25 -1.1 -7.4
EDOC Global X Telemedicine & Digital Health ETF Registered 0.3 68 -28 -5.5 -11.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 6.5 +0.2
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 4.2 -2.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 10 9.3 +3.0
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 15.3 +9.0
CGUS Capital Group Core Equity ETF 0.2 33 7 4.7 -1.6
TMFC Motley Fool 100 Index ETF 0.2 50 -10 4.0 -2.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.2 +0.9
CGGR Capital Group Growth ETF 0.2 39 1 3.5 -2.9
BOUT Innovator IBD Breakout Opportunities ETF 0.2 81 -41 2.9 -3.5
ARB AltShares Merger Arbitrage ETF 0.2 77 -37 -0.2 -6.5
ISRA VanEck Israel ETF 0.1 59 -19 8.9 +2.6
FINX Global X FinTech ETF 0.1 68 -28 3.2 -3.1
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.1 75 -35 1.6 -4.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -5 1.4 -5.0
SPMO Invesco S&P 500 Momentum ETF 0.1 13 27 3.7 -2.6
DUHP Dimensional US High Profitability ETF 0.1 21 19 7.0 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 5.1 -1.2
PAWZ ProShares Pet Care ETF 0.1 50 -10 4.0 -2.3
CGV Conductor Global Equity Value ETF 0.1 130 -90 11.3 +5.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 7.9 +1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.7 -1.7
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 4.1 -2.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.9 -1.4
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 4.2 -2.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.6 -2.7
FDVV Fidelity High Dividend ETF 0.0 15 25 8.9 +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%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.0 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.67 CATEGORY
AVERAGE		 1.55
 
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.