iShares U.S. Insurance ETF
ALTAR
Score™		 7.3% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 10.5x P/Sales
ratio		 1.3x
P/BV
ratio		 1.7x Div.
yield		 2.3%


  • 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) $359
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 57
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
CHUBB LIMITED 13.0 %
PROGRESSIVE CORP 12.8 %
TRAVELERS COS INC/THE 7.2 %
ALLSTATE CORP 6.1 %
METLIFE INC 5.3 %
AFLAC INC 4.6 %
AMERICAN INTERNATIONAL GROUP 4.3 %
HARTFORD FINANCIAL SVCS GRP 4.2 %
PRUDENTIAL FINANCIAL INC 4.2 %
ARCH CAPITAL GROUP LTD 3.8 %
Total 65.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.5 %
SWITZERLAND 13.0 %
BERMUDA 5.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-1.3% 2.6% 13.0% 12.4% 6.9%

Market Correlations
versus... Beta R-squared
S&P500 0.30 6%
MSCI EAFE 0.28 7%
MSCI Emg. Mkts. 0.03 0%

Technical Indicators
Recent close $128.13
30d moving avg. $132.10
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 37
Turnover 1.3%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 624 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™: 7.3%


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
(%)
KIE State Street SPDR S&P Insurance ETF 46.9 35 5 7.1 -0.2
FXO First Trust Financials AlphaDEX Fund 25.8 62 -22 8.5 +1.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.5 40 0 6.5 -0.8
USCF Themes US Cash Flow Champions ETF 14.1 29 11 7.8 +0.5
IYF iShares U.S. Financials ETF 13.4 40 0 5.9 -1.4
LYLD Cambria Large Cap Shareholder Yield ETF 12.0 59 -19 8.4 +1.1
LGCF Themes US Cash Flow Champions ETF 11.9 30 10 7.3 +0.0
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 1 6.4 -0.9
RDVY First Trust Rising Dividend Achievers ETF 10.7 50 -10 5.1 -2.2
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -32 5.9 -1.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.7 49 -9 4.9 -2.4
FNCL Fidelity MSCI Financials Index ETF 10.6 8 32 6.3 -1.0
VFH Vanguard Financials ETF 10.5 9 31 6.3 -1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 9.7 60 -20 8.6 +1.3
DFNL Davis Select Financial ETF 9.5 63 -23 7.8 +0.5
XLF Financial Select Sector SPDR 9.4 8 32 5.9 -1.4
GVLU Gotham 1000 Value ETF 9.2 50 -10 8.1 +0.8
FSCS First Trust SMID Capital Strength ETF 9.2 60 -20 7.2 -0.1
RNMC First Trust Mid Cap US Equity Select ETF 9.2 60 -20 6.6 -0.7
AVIE Avantis  Inflation Focused Equity ETF 9.0 25 15 6.1 -1.2
SPGP Invesco S&P 500 GARP ETF 8.8 34 6 5.6 -1.7
PWV Invesco Large Cap Value ETF 8.6 55 -15 6.3 -1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.6 70 -30 4.8 -2.5
MBOX Freedom Day Dividend ETF 8.6 39 1 6.7 -0.6
AVMV Avantis U.S. Mid Cap Value ETF 8.6 20 20 7.2 -0.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.3 30 10 7.6 +0.3
DVY iShares Select Dividend ETF 8.2 38 2 8.1 +0.8
PKW Invesco Buyback Achievers ETF 8.0 62 -22 7.4 +0.1
FTDS First Trust Dividend Strength ETF 7.9 70 -30 7.3 -0.0
FTA First Trust Large Cap Value AlphaDEX Fund 7.8 59 -19 7.7 +0.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 8.5 +1.2
FVD First Trust Value Line Dividend Index Fund 7.2 65 -25 5.8 -1.5
VSDA VictoryShares Dividend Accelerator ETF 7.2 35 5 6.7 -0.6
AVLV Avantis U.S. Large Cap Value ETF 7.1 15 25 5.7 -1.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.9 60 -20 5.9 -1.4
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 1 7.6 +0.3
USMF WisdomTree U.S. Multifactor Fund 6.8 28 12 6.4 -0.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 6.8 55 -15 8.9 +1.6
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 8.8 +1.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 6.7 40 0 7.0 -0.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 6.7 20 20 7.4 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.2 -2.1
ULVM VictoryShares US Value Momentum ETF 6.5 20 20 6.1 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 6.5 80 -40 3.6 -3.7
KAT Scharf ETF 6.5 87 -47 6.1 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 6.4 67 -27 8.7 +1.4
VOE Vanguard Mid-Cap Value ETF 6.4 7 33 6.8 -0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 6.4 70 -30 9.8 +2.5
XMLV Invesco S&P MidCap Low Volatility ETF 6.3 25 15 7.0 -0.3
JOET Virtus Terranova US Quality Momentum ETF 6.3 29 11 3.7 -3.6
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -40 6.1 -1.2
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -66 10.0 +2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.9 75 -35 6.0 -1.3
SDY State Street SPDR S&P Dividend ETF 5.8 35 5 6.2 -1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.8 80 -40 7.0 -0.3
PY Principal Value ETF 5.8 15 25 7.0 -0.3
DEUS Xtrackers Russell US Multifactor ETF 5.7 17 23 6.4 -0.9
IMCV iShares Morningstar Mid-Cap Value ETF 5.6 6 34 7.0 -0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 20 5.8 -1.5
SYLD Cambria Shareholder Yield ETF 5.5 59 -19 10.4 +3.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.5 15 25 6.2 -1.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.7 -0.6
LEAD Siren DIVCON Leaders Dividend ETF 5.3 43 -3 3.5 -3.8
DIVN Horizon Dividend Income ETF 5.3 70 -30 6.6 -0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.3 35 5 7.0 -0.3
ROUS Hartford Multifactor US Equity ETF 5.3 19 21 5.2 -2.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.3 38 2 7.0 -0.3
DON WisdomTree U.S. MidCap Dividend Fund 5.3 38 2 8.2 +0.9
ABEQ Absolute Select Value ETF 5.2 85 -45 4.5 -2.8
USMV iShares MSCI USA Min Vol Factor ETF 5.2 15 25 5.2 -2.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 15 4.9 -2.4
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 15 5.2 -2.1
BRIF FIS Bright Portfolios Focused Equity ETF 5.0 65 -25 3.2 -4.1
AVUV Avantis U.S. Small Cap Value ETF 4.9 25 15 7.9 +0.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.9 35 5 11.4 +4.1
NUDV Nuveen ESG Dividend ETF 4.8 26 14 6.1 -1.2
PRXV Praxis Impact Large Cap Value ETF 4.8 36 4 5.6 -1.7
TPHD Timothy Plan High Dividend Stock ETF 4.8 52 -12 6.1 -1.2
IXG iShares Global Financials ETF 4.8 42 -2 6.3 -1.0
DFLV Dimensional US Large Cap Value ETF 4.8 22 18 6.0 -1.3
FSGS First Trust SMID Growth Strength ETF 4.7 60 -20 4.8 -2.5
RNSC Furst Trust Small Cap US Equity Select ETF 4.7 60 -20 4.6 -2.7
TMDV ProShares Russell US Dividend Growers ETF 4.7 35 5 6.5 -0.8
AVMC Avantis U.S. Mid Cap Equity ETF 4.6 18 22 5.9 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 5.3 -2.0
FBCV Fidelity Blue Chip Value ETF 4.6 59 -19 5.8 -1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.5 40 0 5.3 -2.0
SMCF Themes US Small Cap Cash Flow Champions ETF 4.5 29 11 9.8 +2.5
VAMO Cambria Value & Momentum ETF 4.5 61 -21 5.3 -2.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.5 60 -20 5.1 -2.2
ROE Astoria US Quality Kings ETF 4.5 49 -9 5.1 -2.2
DFAT Dimensional U.S. Targeted Value ETF 4.5 28 12 8.6 +1.3
VFVA Vanguard U.S. Value Factor ETF 4.4 13 27 9.3 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 4.4 22 18 5.0 -2.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.5 -1.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -14 5.9 -1.4
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 5 5.8 -1.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.3 35 5 6.6 -0.7
VFMF Vanguard U.S. Multifactor ETF 4.3 18 22 6.6 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 4.3 13 27 5.7 -1.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.3 65 -25 4.5 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -19 4.9 -2.4
RFV Invesco S&P Midcap 400 Pure Value ETF 4.2 35 5 11.1 +3.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.2 39 1 9.5 +2.2
EBI Longview Advantage ETF 4.1 35 5 5.8 -1.5
STXV Strive 1000 Value ETF 4.1 18 22 6.8 -0.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.1 12 28 5.7 -1.6
AFLG First Trust Active Factor Large Cap ETF 4.1 55 -15 4.8 -2.5
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 20 4.6 -2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 -20 5.8 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.0 30 10 3.7 -3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 4.0 60 -20 6.2 -1.1
BGDV Bahl & Gaynor Dividend ETF 4.0 45 -5 3.9 -3.4
AVSU Avantis Responsible U.S. Equity ETF 3.9 15 25 4.8 -2.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.2 -1.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.9 15 25 7.9 +0.6
IJJ iShares S&P Mid-Cap 400 Value ETF 3.9 18 22 7.9 +0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.9 18 22 5.0 -2.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.9 10 30 8.0 +0.7
EZM WisdomTree U.S. MidCap Fund 3.9 38 2 8.0 +0.7
JHMM John Hancock Multifactor Mid Cap ETF 3.9 42 -2 5.4 -1.9
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.7 -1.6
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -15 4.1 -3.2
DIVY Sound Equity Dividend Income ETF 3.8 45 -5 8.1 +0.8
QDIV Global X S&P 500 Quality Dividend ETF 3.8 20 20 7.9 +0.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.8 52 -12 4.9 -2.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.8 35 5 5.7 -1.6
SPDV AAM S&P 500 High Dividend Value ETF 3.7 29 11 10.7 +3.4
EQIN Columbia US Equity Income ETF 3.7 35 5 6.2 -1.2
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 7.8 +0.5
ISCV iShares Morningstar Small Cap Value ETF 3.7 6 34 7.8 +0.5
LST Leuthold Select Industries ETF 3.7 91 -51 4.6 -2.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 9.0 +1.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.6 15 25 7.5 +0.2
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 9 5.5 -1.8
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 1 7.5 +0.2
HDV iShares Core High Dividend ETF 3.6 8 32 30.6 +23.3
DHS WisdomTree U.S. High Dividend Fund 3.6 38 2 8.2 +0.9
VFQY Vanguard U.S. Quality Factor ETF 3.6 13 27 5.5 -1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.6 15 25 6.0 -1.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.6 60 -20 5.3 -2.1
BOUT Innovator IBD Breakout Opportunities ETF 3.5 81 -41 2.8 -4.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.5 60 -20 9.0 +1.7
VO Vanguard Mid-Cap ETF 3.5 4 36 20.8 +13.5
DIA SPDR Dow Jones Industrial Average ETF 3.5 16 24 4.7 -2.6
HOMZ Hoya Capital Housing ETF 3.5 30 10 10.5 +3.2
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -12 6.6 -0.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.5 12 28 6.1 -1.2
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 6.0 -1.3
IWS iShares Russell Mid-Cap Value ETF 3.5 23 17 6.0 -1.3
DFUV Dimensional US Marketwide Value ETF 3.5 22 18 6.0 -1.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.4 20 20 5.9 -1.4
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 5.8 -1.5
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 8.7 +1.4
FSMD Fidelity Small-Mid Multifactor ETF 3.4 15 25 6.4 -0.9
BGIG Bahl & Gaynor Income Growth ETF 3.4 45 -5 4.5 -2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 5.3 -2.0
NULV Nuveen ESG Large-Cap Value ETF 3.3 26 14 5.1 -2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.3 25 15 7.7 +0.4
SUSA iShares MSCI USA ESG Select ETF 3.3 25 15 3.8 -3.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.3 18 22 5.5 -1.8
CHGX AXS Change Finance ESG ETF 3.3 49 -9 4.1 -3.2
IMCB iShares Morningstar Mid-Cap ETF 3.2 4 36 5.2 -2.2
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 28 4.8 -2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.2 15 25 5.0 -2.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.2 35 5 6.3 -1.0
BIBL Inspire 100 ETF 3.2 35 5 4.1 -3.2
VBR Vanguard Small Cap Value ETF 3.2 7 33 7.9 +0.6
FDLO Fidelity Low Volatility Factor ETF 3.1 15 25 4.8 -2.6
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.7 -1.6
FVAL Fidelity Value Factor ETF 3.1 15 25 5.7 -1.6
ACSI American Customer Satisfaction ETF 3.1 65 -25 4.4 -2.9
EDOW First Trust Dow 30 Equal Weight ETF 3.1 50 -10 4.6 -2.7
DFSU Dimensional US Sustainability Core 1 ETF 3.1 18 22 4.6 -2.8
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -2 5.9 -1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.0 15 25 6.6 -0.7
GOP Unusual Whales Subversive Republican Trading ETF 3.0 50 -10 4.1 -3.2
WBIY WBI Power Factor High Dividend ETF 3.0 100 -60 12.0 +4.7
ACWV iShares MSCI Global Min Vol Factor ETF 3.0 20 20 5.7 -1.6
JHDV John Hancock U.S. High Dividend ETF 3.0 34 6 5.7 -1.6
KRMA Global X Conscious Companies ETF 3.0 43 -3 4.9 -2.4
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.6 -1.7
VYM Vanguard High Dividend Yield Index ETF 2.9 6 34 6.0 -1.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.9 65 -25 5.1 -2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 5.1 -2.2
NUSC Nuveen ESG Small-Cap ETF 2.9 31 9 4.8 -2.5
AVUS Avantis U.S. Equity ETF 2.9 15 25 4.6 -2.7
BELT iShares Long-Term U.S. Equity Active ETF 2.9 75 -35 2.1 -5.2
DXUV Dimensional US Vector Equity ETF 2.9 28 12 5.1 -2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.8 7 33 6.5 -0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.8 12 28 5.8 -1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.8 58 -18 5.0 -2.3
VDIG Vanguard Wellington Dividend Growth Active ETF 2.8 40 0 4.4 -2.9
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 31 5.4 -1.9
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -45 3.5 -3.8
SIZE iShares MSCI USA Size Factor ETF 2.8 15 25 5.4 -1.9
ETHO Etho Climate Leadership U.S. ETF 2.8 47 -7 4.2 -3.2
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.4 -2.9
IWR iShares Russell Midcap ETF 2.8 19 21 5.3 -2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 36 5.5 -1.8
WCEO Hypatia Women CEO ETF 2.7 85 -45 4.6 -2.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.7 60 -20 6.6 -0.7
VUSV Vanguard Wellington U.S. Value Active ETF 2.7 30 10 5.7 -1.6
DUSA Davis Select U.S. Equity ETF 2.7 61 -21 6.9 -0.4
SXQG ETC 6 Meridian Quality Growth ETF 2.7 100 -60 2.9 -4.5
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.3 -4.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 25 6.4 -0.9
MAGA Point Bridge America First ETF 2.7 72 -32 5.3 -2.0
DWLD Davis Select Worldwide ETF 2.6 63 -23 6.4 -0.9
FMDE Fidelity Enhanced Mid Cap ETF 2.6 23 17 5.3 -2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.6 50 -10 7.8 +0.5
MDY SPDR S&P Midcap 400 ETF Trust 2.6 23 17 5.8 -1.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.6 20 20 8.6 +1.3
DFAS Dimensional U.S. Small Cap ETF 2.6 26 14 5.5 -1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.6 15 25 5.0 -2.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.6 65 -25 3.4 -3.9
FLRG Fidelity U.S. Multifactor ETF 2.6 15 25 5.7 -1.6
QUVU Hartford Quality Value ETF 2.6 46 -6 5.6 -1.7
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 36 5.7 -1.6
BEEX BeeHive ETF 2.6 84 -44 3.6 -3.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.6 36 4 8.3 +1.0
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.3 -2.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.4 -1.9
VTV Vanguard Value ETF 2.5 4 36 5.8 -1.5
DFSV Dimensional US Small Cap Value ETF 2.5 31 9 8.8 +1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 2.5 45 -5 9.1 +1.8
QDF FlexShares Quality Dividend Index Fund 2.5 37 3 5.2 -2.1
REVS Columbia Research Enhanced Value ETF 2.5 19 21 6.6 -0.7
GPT Intelligent Alpha Atlas ETF 2.5 69 -29 6.0 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 2.5 34 6 5.5 -1.8
IJH iShares Core S&P Mid-Cap ETF 2.5 5 35 6.0 -1.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.5 3 37 6.0 -1.3
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 5.5 -1.8
JHML John Hancock Multifactor Large Cap ETF 2.5 29 11 4.4 -2.9
WTV WisdomTree US Value ETF 2.5 12 28 7.6 +0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.5 7 33 6.0 -1.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 4.8 -2.5
ROSC Hartford Multifactor Small Cap ETF 2.5 34 6 7.2 -0.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.5 78 -38 9.3 +2.0
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.6 -2.7
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 33 10.2 +2.9
STXM Strive Mid-Cap ETF 2.4 18 22 5.8 -1.5
SPHQ Invesco S&P 500 Quality ETF 2.4 15 25 4.5 -2.8
SMOX Horizon Small/Mid Cap Core Equity ETF 2.4 75 -35 5.3 -2.0
XMHQ Invesco S&P MidCap Quality ETF 2.4 25 15 5.9 -1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 6.2 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 33 5.2 -2.1
ABIG Argent Large Cap ETF 2.4 49 -9 4.1 -3.2
DFVX Dimensional US Large Cap Vector ETF 2.4 22 18 5.2 -2.1
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 5 2.4 -4.9
IWD iShares Russell 1000 Value ETF 2.4 19 21 5.3 -2.0
DGRO iShares Core Dividend Growth ETF 2.3 8 32 5.5 -1.8
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 11 6.1 -1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 22 6.9 -0.4
AIEQ AI Powered Equity ETF 2.3 75 -35 3.5 -3.8
AFMC First Trust Active Factor Mid Cap ETF 2.3 65 -25 6.9 -0.4
VONV Vanguard Russell 1000 Value ETF 2.3 7 33 5.4 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 16 7.1 -0.2
VIG Vanguard Dividend Appreciation ETF 2.3 5 35 4.9 -2.4
STXK Strive Small-Cap ETF 2.3 18 22 5.1 -2.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 1 7.4 +0.1
EPS WisdomTree U.S. LargeCap Fund 2.3 8 32 4.6 -2.7
FDVV Fidelity High Dividend ETF 2.3 15 25 6.5 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 36 5.1 -2.2
TOGA Tremblant Global ETF 2.3 69 -29 -0.2 -7.5
TAX Cambria Tax Aware ETF 2.2 49 -9 4.0 -3.3
PSET Principal Quality ETF 2.2 15 25 4.8 -2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 4.8 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 25 4.8 -2.5
LOWV AB US Low Volatility Equity ETF 2.2 48 -8 4.3 -3.0
IUSV iShares Core S&P US Value ETF 2.2 4 36 5.8 -1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.2 35 5 6.1 -1.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 17 23 4.6 -2.7
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -25 2.2 -5.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 3.5 -3.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.1 15 25 8.9 +1.6
OSCV Opus Small Cap Value ETF 2.1 79 -39 6.0 -1.4
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 15 4.6 -2.7
GQI Natixis Gateway Quality Income ETF 2.1 34 6 4.5 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 6.0 -1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 30 8.9 +1.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.1 5 35 7.2 -0.1
IVE iShares S&P 500 Value ETF 2.1 18 22 5.5 -1.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.1 4 36 5.6 -1.7
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 3.7 -3.6
JPEF JPMorgan Equity Focus ETF 2.1 50 -10 3.7 -3.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.1 12 28 3.4 -3.9
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 8.2 +0.9
VOOV Vanguard S&P 500 Value ETF 2.1 7 33 5.6 -1.7
VB Vanguard Small-Cap ETF 2.1 5 35 5.1 -2.2
SCHD Schwab US Dividend Equity ETF 2.1 6 34 8.1 +0.8
OPTZ Optimize Strategy Index ETF 2.1 50 -10 3.3 -4.0
PTL Inspire 500 ETF 2.1 9 31 4.3 -3.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 16 5.9 -1.4
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.3 -2.0
SCHV Schwab U.S. Large-Cap Value ETF 2.0 4 36 5.6 -1.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.0 29 11 7.0 -0.3
PRAY FIS Christian Stock Fund 2.0 69 -29 3.8 -3.5
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 8.8 +1.5
VXF Vanguard Extended Market ETF 2.0 5 35 3.7 -3.7
FDWM Fidelity Women's Leadership ETF 2.0 59 -19 3.8 -3.5
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -50 7.7 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 29 11 5.5 -1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -8 5.6 -1.8
IUS Invesco RAFI Strategic US ETF 2.0 19 21 5.5 -1.8
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 30 3.6 -3.7
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.4 -2.9
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 12 5.7 -1.7
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 8.8 +1.5
KBWD Invesco KBW High Dividend Yield Financial ETF 1.9 384 -344 17.1 +9.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 31 4.2 -3.1
DCOR Dimensional US Core Equity 1 ETF 1.9 14 26 4.5 -2.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.9 25 15 6.1 -1.2
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 13 8.2 +0.9
SCHA Schwab U.S. Small-Cap ETF 1.9 4 36 4.2 -3.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.9 25 15 6.1 -1.2
SMMD iShares Russell 2500 ETF 1.9 15 25 5.4 -1.9
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -49 4.2 -3.1
BFOR ALPS Barron's 400 ETF 1.9 65 -25 4.9 -2.4
FTGS First Trust Growth Strength ETF 1.9 60 -20 3.5 -3.8
IWX iShares Russell Top 200 Value ETF 1.8 20 20 5.0 -2.3
TMFX Motley Fool Next Index ETF 1.8 50 -10 2.8 -4.5
MODL VictoryShares WestEnd U.S. Sector ETF 1.8 42 -2 3.9 -3.4
DVGR DAC 3D Dividend Growth ETF 1.8 65 -25 4.6 -2.7
ILCV iShares Morningstar Value ETF 1.8 4 36 5.3 -2.0
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 3.8 -3.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 31 3.7 -3.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 37 6.4 -1.0
DIVB iShares Core Dividend ETF 1.8 5 35 6.8 -0.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.8 35 5 7.1 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 33 6.2 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 31 4.9 -2.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 28 6.1 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 1.8 30 10 5.1 -2.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 28 3.5 -3.8
SIXS ETC 6 Meridian Small Cap Equity ETF 1.7 89 -49 8.1 +0.8
TIIV AAM Todd International Intrinsic Value ETF 1.7 54 -14 9.6 +2.3
XSHQ Invesco S&P SmallCap Quality ETF 1.7 29 11 6.8 -0.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -20 7.8 +0.5
IJR iShares Core S&P Small Cap ETF 1.7 6 34 6.3 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 12 5.4 -1.9
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 25 4.0 -3.3
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 28 6.5 -0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.6 25 15 4.0 -3.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 3.9 -3.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.6 32 8 3.8 -3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 2.2 -5.1
XMAG Defiance Large Cap ex-Mag 7 ETF 1.6 35 5 4.2 -3.1
DFAU Dimensional US Core Equity Market ETF 1.6 12 28 4.2 -3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 28 4.3 -3.0
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 4.4 -2.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 8.0 +0.7
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -20 7.8 +0.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -33 9.9 +2.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -21 5.3 -2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 31 4.1 -3.3
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 28 3.2 -4.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 2 3.7 -3.6
MDLV Morgan Dempsey Large Cap Value ETF 1.5 58 -18 5.8 -1.5
QLC FlexShares US Quality Large Cap Index Fund 1.5 25 15 4.4 -2.9
MGV Vanguard Mega Cap Value ETF 1.5 7 33 5.4 -1.9
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 22 4.2 -3.1
FESM Fidelity Enhanced Small Cap ETF 1.5 28 12 2.2 -5.1
BLCR iShares Large Cap Core Active ETF 1.5 36 4 2.7 -4.6
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 25 5.5 -1.8
LCF Touchstone US Large Cap Focused ETF 1.5 69 -29 3.5 -3.8
EES WisdomTree U.S. SmallCap Fund 1.5 38 2 7.8 +0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 4 4.0 -3.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.2 -3.1
SFGV Sequoia Global Value ETF 1.5 23 17 7.1 -0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 6.9 -0.4
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -25 2.9 -4.5
YOKE Yoke Core ETF 1.5 42 -2 3.6 -3.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.4 25 15 6.0 -1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 30 3.7 -3.7
ISMD Inspire Small/Mid Cap ETF 1.4 54 -14 4.9 -2.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 25 3.7 -3.6
GKAT Scharf Global Opportunity ETF 1.4 57 -17 5.6 -1.8
RJDI RJ Eagle Dividend Select Income ETF 1.4 55 -15 4.5 -2.8
DSPY Tema S&P 500 Historical Weight ETF 1.4 18 22 4.3 -3.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 3.7 -3.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 34 2.7 -4.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 26 4.0 -3.3
WSML iShares MSCI World Small-Cap ETF 1.4 15 25 5.2 -2.1
ESGV Vanguard ESG U.S. Stock ETF 1.4 9 31 4.0 -3.3
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 3.8 -3.5
STOX Horizon Core Equity ETF 1.4 70 -30 3.5 -3.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.4 19 21 4.6 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -35 4.7 -2.6
SFTY Horizon Managed Risk ETF 1.4 77 -37 3.4 -3.9
BLES Inspire Global Hope ETF 1.4 61 -21 5.7 -1.7
PWB Invesco Large Cap Growth ETF 1.4 56 -16 1.8 -5.5
PSC Principal U.S. Small-Cap ETF 1.4 38 2 3.6 -3.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.3 35 5 6.2 -1.1
VLUE iShares MSCI USA Value Factor ETF 1.3 15 25 5.9 -1.5
PBUS Invesco MSCI USA ETF 1.3 4 36 4.1 -3.3
DSI iShares MSCI KLD 400 Social ETF 1.3 25 15 3.9 -3.4
CGUS Capital Group Core Equity ETF 1.3 33 7 3.5 -3.8
ASLV Allspring Special Large Value ETF 1.3 35 5 5.2 -2.1
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 4.6 -2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 4.1 -3.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 30 3.5 -3.9
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.2 -2.1
TOPC iShares S&P 500 3% Capped ETF 1.3 15 25 4.2 -3.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 20 3.9 -3.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 31 3.8 -3.6
ITAN Sparkline Intangible Value ETF 1.3 50 -10 5.6 -1.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 29 4.0 -3.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.3 15 25 4.1 -3.2
VTWV Vanguard Russell 2000 Value ETF 1.2 10 30 4.9 -2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 23 4.0 -3.3
IWN iShares Russell 2000 Value ETF 1.2 24 16 4.7 -2.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 30 4.0 -3.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.2 15 25 4.0 -3.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 20 4.1 -3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 15 5.5 -1.8
RSSL Global X Russell 2000 ETF 1.2 8 32 2.6 -4.7
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 30 4.2 -3.1
VEGN US Vegan Climate ETF 1.2 60 -20 3.1 -4.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.2 29 11 3.9 -3.4
DFUS Dimensional U.S. Equity ETF 1.2 9 31 3.9 -3.4
IWM iShares Russell 2000 ETF 1.2 19 21 2.6 -4.8
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -19 3.4 -3.9
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.2 -3.1
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 30 4.0 -3.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 4.2 -3.1
XVV iShares ESG Screened S&P 500 ETF 1.2 8 32 4.0 -3.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 31 3.9 -3.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 37 4.0 -3.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.2 3 37 4.2 -3.1
IWV iShares Russell 3000 ETF 1.2 20 20 3.9 -3.4
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -2 3.4 -3.9
IWO iShares Russell 2000 Growth ETF 1.2 24 16 0.5 -6.8
RAUS RACWI US ETF 1.2 15 25 4.0 -3.3
IWB iShares Russell 1000 ETF 1.2 15 25 4.0 -3.3
VTI Vanguard Total Stock Market ETF 1.2 3 37 4.0 -3.3
IYY iShares Dow Jones U.S. ETF 1.2 20 20 3.9 -3.4
SCHB Schwab U.S. Broad Market ETF 1.2 3 37 4.1 -3.2
VONE Vanguard Russell 1000 ETF 1.2 7 33 4.1 -3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 33 4.0 -3.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 38 4.0 -3.3
VTHR Vanguard Russell 3000 ETF 1.2 7 33 4.0 -3.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 40 4.0 -3.3
SCHK Schwab 1000 Index ETF 1.1 5 35 4.1 -3.2
VSLU Applied Finance Valuation Large Cap ETF 1.1 49 -9 4.7 -2.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 15 7.6 +0.3
USEW Cambria US EW ETF 1.1 30 10 4.0 -3.3
VOTE TCW Transform 500 ETF 1.1 5 35 4.0 -3.3
CHRI Global X S&P 500 Christian Values ETF 1.1 29 11 3.8 -3.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.1 22 18 4.0 -3.3
DGT State Street SPDR Global Dow ETF 1.1 50 -10 5.5 -1.8
SCHX Schwab U.S. Large-Cap ETF 1.1 3 37 4.1 -3.2
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -31 -0.6 -7.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 2 5.1 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.1 10 30 4.1 -3.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.1 20 20 3.8 -3.5
QUAL iShares MSCI USA Quality Factor ETF 1.1 15 25 4.3 -3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 32 4.2 -3.1
RVRB Reverb ETF 1.1 30 10 3.9 -3.4
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -39 3.2 -4.1
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -20 3.4 -3.9
VTWO Vanguard Russell 2000 ETF 1.1 7 33 2.7 -4.6
IVV iShares Core S&P 500 ETF 1.1 3 37 4.1 -3.2
STRV Strive 500 ETF 1.1 5 35 4.0 -3.4
SPY SPDR S&P 500 ETF 1.1 9 31 4.0 -3.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.1 2 38 4.3 -3.0
VV Vanguard Large-Cap ETF 1.1 4 36 4.0 -3.3
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 37 4.0 -3.3
VOO Vanguard S&P 500 ETF 1.1 3 37 4.1 -3.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 4.7 -2.6
GXLC Global X U.S. 500 ETF 1.1 2 38 3.9 -3.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 -7 7.7 +0.4
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.1 -1.3
VUSE Vident U.S. Equity Strategy ETF 1.0 50 -10 3.5 -3.8
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 4.8 -2.5
JEPI JPMorgan Equity Premium Income ETF 1.0 35 5 5.2 -2.2
TOV JLens 500 Jewish Advocacy U.S. ETF 1.0 18 22 3.8 -3.5
GLRY Inspire Faithward Mid Cap Momentum ETF 1.0 80 -40 3.7 -3.6
UDI USCF Dividend Income Fund 1.0 65 -25 6.8 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -20 4.7 -2.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.0 60 -20 6.1 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.0 60 -20 4.5 -2.8
SVAL iShares US Small Cap Value Factor ETF 1.0 20 20 7.3 -0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -35 3.0 -4.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 2 8.1 +0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 -3 4.8 -2.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.0 35 5 4.8 -2.5
WLDR Affinity World Leaders Equity ETF 1.0 67 -27 5.4 -1.9
ACVF American Conservative Values ETF 1.0 75 -35 3.6 -3.7
RGEF Rockefeller Global Equity ETF 1.0 55 -15 3.7 -3.6
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 30 0.6 -6.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 25 4.5 -2.8
JAVA JPMorgan Active Value ETF 0.9 44 -4 5.5 -1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 3.1 -4.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 9.5 +2.2
SWP SWP Growth & Income ETF 0.9 99 -59 4.1 -3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 31 4.3 -3.0
DAK Dakota Active Equity ETF 0.9 43 -3 3.6 -3.7
BLCV iShares Large Cap Value Active ETF 0.9 53 -13 6.3 -1.0
NIXT Research Affiliates Deletions ETF 0.9 9 31 6.4 -0.9
FFND Future Fund Active ETF 0.9 100 -60 4.2 -3.1
ASCE Allspring SMID Core ETF 0.9 38 2 2.9 -4.4
DIVL Madison Dividend Value ETF 0.9 65 -25 4.9 -2.4
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 3.5 -3.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -2 3.9 -3.4
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 4.8 -2.5
TOK iShares MSCI Kokusai ETF 0.8 26 14 4.2 -3.1
FQAL Fidelity Quality Factor ETF 0.8 15 25 4.7 -2.6
ABLS Abacus FCF Small Cap Leaders ETF 0.8 59 -19 4.5 -2.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 34 3.2 -4.1
FDMO Fidelity Momentum Factor ETF 0.8 15 25 2.4 -4.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 4.6 -2.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -24 1.2 -6.1
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 35 5 6.8 -0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 4.3 -3.0
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -35 5.7 -1.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 13 6.7 -0.6
URTH iShares MSCI World ETF 0.8 24 16 4.2 -3.1
IWL iShares Russell Top 200 ETF 0.8 15 25 3.7 -3.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 5.0 -2.3
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 2.7 -4.6
DBSC Deepwater Beachfront Small Cap ETF 0.7 85 -45 1.1 -6.2
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 7.5 +0.2
GEW Cambria Global EW ETF 0.7 29 11 5.3 -2.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.4 -1.0
SFY SoFi Select 500 ETF 0.7 0 40 3.5 -3.8
DUHP Dimensional US High Profitability ETF 0.7 21 19 5.0 -2.3
VT Vanguard Total World Stock ETF 0.7 6 34 4.8 -2.5
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -19 1.7 -5.6
ACWI iShares MSCI ACWI ETF 0.7 32 8 4.5 -2.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 5 9.0 +1.7
MVPA Miller Value Partners Appreciation ETF 0.7 60 -20 10.0 +2.7
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 1.2 -6.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.7 30 10 3.9 -3.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.7 20 20 4.1 -3.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 10 3.6 -3.7
KONG Formidable Fortress ETF 0.6 89 -49 5.1 -2.2
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 27 1.6 -5.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 25 5.5 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -9 3.5 -3.8
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 1.4 -5.9
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -50 3.0 -4.4
MGC Vanguard Mega Cap ETF 0.6 7 33 3.7 -3.6
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.4 -1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -8.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 -9 7.7 +0.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.6 65 -25 0.6 -6.7
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 10.6 +3.3
RNIN Bushido Capital US SMID Cap Equity ETF 0.6 70 -30 10.3 +3.0
TCV Towle Value ETF 0.6 85 -45 9.2 +1.9
HEAL Global X HealthTech ETF 0.6 50 -10 -1.5 -8.8
ARB AltShares Merger Arbitrage ETF 0.6 77 -37 2.6 -4.7
FCPI Fidelity Stocks for Inflation ETF 0.6 15 25 5.7 -1.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -39 3.9 -3.4
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -36 3.2 -4.1
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.7 -8.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -30 2.0 -5.3
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 7.3 -0.0
DURA VanEck Durable High Dividend ETF 0.5 29 11 6.4 -0.9
FEGE First Eagle Global Equity ETF 0.5 79 -39 5.9 -1.4
LRGC AB US Large Cap Strategic Equities ETF 0.5 48 -8 3.7 -3.6
GQQQ Astoria US Quality Growth Kings ETF 0.5 35 5 3.1 -4.2
CGDG Capital Group Dividend Growers ETF 0.5 47 -7 5.2 -2.1
TTAC FCF US Quality ETF 0.5 59 -19 5.6 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 36 3.2 -4.2
VIDI Vident International Equity Strategy ETF 0.5 61 -21 7.6 +0.3
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 4.9 -2.4
GSPY Gotham Enhanced 500 ETF 0.5 50 -10 4.2 -3.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 12 4.8 -2.5
OEI Optimized Equity Income ETF 0.4 75 -35 3.5 -3.8
OALC OneAscent Large Cap Core ETF 0.4 86 -46 3.2 -4.1
AVUQ Avantis U.S. Quality ETF 0.4 15 25 3.4 -3.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 -16 6.7 -0.6
ISRA VanEck Israel ETF 0.4 59 -19 5.5 -1.8
ITEQ BlueStar Israel Technology ETF 0.4 75 -35 1.0 -6.3
FINX Global X FinTech ETF 0.4 68 -28 2.8 -4.6
EQL Alps Equal Sector Weight ETF 0.4 25 15 5.1 -2.2
TMFC Motley Fool 100 Index ETF 0.4 50 -10 2.8 -4.5
FDG American Century Focused Dynamic Growth ETF 0.4 45 -5 1.6 -5.7
VALQ American Century U.S. Quality Value ETF 0.4 29 11 6.9 -0.4
ICAP InfraCap Equity Income Fund ETF 0.4 171 -131 4.4 -2.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -35 2.8 -4.6
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 17 2.7 -4.6
AQLT iShares MSCI Global Quality Factor ETF 0.4 18 22 0.0 -7.3
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.3 -8.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 10 2.6 -4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -55 -0.6 -7.9
AZTD Aztlan Global Stock Selection DM SMID ETF 0.3 75 -35 4.0 -3.3
FFOX FundX Future Fund Opportunities ETF 0.3 100 -60 2.5 -4.8
CTEF Castellan Targeted Equity ETF 0.3 45 -5 2.7 -4.6
STXD Strive 1000 Dividend Growth ETF 0.3 35 5 4.4 -2.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 0 3.6 -3.7
ILCG iShares Morningstar Growth ETF 0.3 4 36 2.9 -4.5
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.7 -4.6
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 36 2.9 -4.4
FDM First Trust Dow Jones Select MicroCap Index Fund 0.3 60 -20 7.0 -0.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.0 -0.3
TEXN iShares Texas Equity ETF 0.3 20 20 4.8 -2.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 2.7 -4.6
IVW iShares S&P 500 Growth ETF 0.2 18 22 2.7 -4.6
VOOG Vanguard S&P 500 Growth ETF 0.2 7 33 17.5 +10.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 2.9 -4.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 9.1 +1.8
VOT Vanguard Mid-Cap Growth ETF 0.2 7 33 3.0 -4.3
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 2.8 -4.5
JGRO JPMorgan Active Growth ETF 0.2 44 -4 2.3 -5.0
PFI Invesco Dorsey Wright Financial Momentum ETF 0.2 60 -20 4.8 -2.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 -20 4.2 -3.1
MFVL Motley Fool Value Factor ETF 0.1 50 -10 5.6 -1.7
STXG Strive 1000 Growth ETF 0.1 18 22 3.1 -4.2
GINX SGI Enhanced Global Income ETF 0.1 98 -58 6.6 -0.7
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.1 20 20 0.7 -6.6
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 2.2 -5.1
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 15.4 +8.1
PAWZ ProShares Pet Care ETF 0.1 50 -10 4.3 -3.0
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 0.7 -6.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 28 3.3 -4.1
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -10 2.6 -4.7
FFF Founders 100 ETF 0.1 75 -35 2.2 -5.1
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.4 -4.0
IWF iShares Russell 1000 Growth ETF 0.1 19 21 13.5 +6.2
MFMO Motley Fool Momentum Factor ETF 0.0 50 -10 1.9 -5.4
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 3.3 -4.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 22 3.1 -4.2

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:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.2 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.3 %
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.