iShares U.S. Insurance ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 12.1x 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) $594
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 52
Wgt avg mkt cap (mns) $56,706
Large cap (>$10bn) 84.5%
Mid cap ($2-10bn) 13.7%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 15.6 %
CHUBB LIMITED 12.8 %
AMERICAN INTERNATIONAL GROUP 6.0 %
TRAVELERS COS INC/THE 5.7 %
ALLSTATE CORP 4.7 %
METLIFE INC 4.7 %
PRUDENTIAL FINANCIAL INC 4.7 %
AFLAC INC 4.6 %
ARCH CAPITAL GROUP LTD 4.2 %
HARTFORD FINANCIAL SVCS GRP 4.0 %
Total 67.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.3 %
SWITZERLAND 12.9 %
BERMUDA 5.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
13.4% 31.1% 12.1% 11.0% 6.7%

Market Correlations
versus... Beta R-squared
S&P500 0.60 37%
MSCI EAFE 0.62 38%
MSCI Emg. Mkts. 0.32 10%

Technical Indicators
Recent close $116.43
30d moving avg. $114.86
Annualized volatility 17.7%
Short interest (ETF) 0.3%
Short interest (Underlying) 1.5%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 60
Turnover 1.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $8,139

Distributions


FINDING ALTERNATIVE FUNDS

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

Benchmark ticker: IAK Expense: 40 bp ALTAR Score™: 6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAK
Ticker Fund
Name		 Overlap1
vs IAK
(%)		 Expense
ratio
(bp)		 Savings
vs IAK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IAK
(%)
KBWP Invesco KBW Property & Casualty Insurance ETF 52.5 35 5 6.3 -0.1
KIE SPDR S&P Insurance ETF 49.6 35 5 6.6 +0.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 21.5 40 0 6.8 +0.4
FXO First Trust Financials AlphaDEX Fund 21.2 62 -22 8.2 +1.8
IYF iShares U.S. Financials ETF 15.4 40 0 6.0 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 14.2 60 -20 7.0 +0.6
SPVM Invesco S&P 500 Value with Momentum ETF 13.7 39 1 8.4 +2.0
EQRR ProShares Equities for Rising Rates ETF 12.3 35 5 8.3 +1.9
FNCL Fidelity MSCI Financials Index ETF 12.2 8 32 6.3 -0.2
VFH Vanguard Financials ETF 12.0 10 30 6.3 -0.1
XLF Financial Select Sector SPDR Fund 11.1 9 31 5.9 -0.5
WTV WisdomTree US Value Fund of Benef Interest 10.6 12 28 9.3 +2.9
DFNL Davis Select Financial ETF 10.3 63 -23 7.2 +0.7
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 10.1 75 -35 7.1 +0.7
PFI Invesco Dorsey Wright Financial Momentum ETF 9.8 60 -20 5.5 -0.9
SPMV Invesco S&P 500 Minimum Variance ETF 9.7 10 30 5.6 -0.8
VSDA VictoryShares Dividend Accelerator ETF 9.3 35 5 6.7 +0.3
PKW Invesco Buyback Achievers ETF 8.3 62 -22 7.1 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 7.9 60 -20 4.4 -2.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 7.7 60 -20 10.3 +3.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.4 60 -20 6.9 +0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.3 12 28 5.6 -0.9
CZA Invesco Zacks Mid-Cap ETF 7.1 72 -32 6.4 -0.1
FTDS First Trust Dividend Strength ETF 7.1 70 -30 8.8 +2.4
PWV Invesco Large Cap Value ETF 7.1 55 -15 8.0 +1.6
RPV Invesco S&P 500 Pure Value ETF 7.0 35 5 9.8 +3.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.0 15 25 6.7 +0.3
VAMO Cambria Value & Momentum ETF 7.0 61 -21 9.1 +2.7
FTA First Trust Large Cap Value AlphaDEX Fund 7.0 59 -19 8.4 +2.0
DVY iShares Select Dividend ETF 7.0 38 2 8.6 +2.2
USMV iShares MSCI USA Min Vol Factor ETF 6.7 15 25 5.8 -0.6
XMLV Invesco S&P MidCap Low Volatility ETF 6.6 25 15 6.6 +0.2
USMF WisdomTree U.S. Multifactor Fund 6.6 28 12 7.6 +1.2
VOE Vanguard Mid-Cap Value ETF 6.6 7 33 7.3 +0.9
IMCV iShares Morningstar Mid-Cap Value ETF 6.5 6 34 8.1 +1.7
IXG iShares Global Financials ETF 6.4 42 -2 6.6 +0.2
GVLU Gotham 1000 Value ETF 6.3 50 -10 7.6 +1.2
FOVL iShares Focused Value Factor ETF 6.3 25 15 9.6 +3.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 6.2 40 0 6.5 +0.1
PY Principal Value ETF 6.2 15 25 7.4 +1.0
JOET Virtus Terranova US Quality Momentum ETF 6.1 29 11 5.2 -1.2
ROE Astoria US Quality Kings ETF 6.0 49 -9 7.8 +1.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.9 20 20 4.3 -2.1
RDVY First Trust Rising Dividend Achievers ETF 5.8 50 -10 9.4 +3.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.8 75 -35 7.4 +1.0
MBOX Freedom Day Dividend ETF 5.8 39 1 7.7 +1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.8 50 -10 7.7 +1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.7 65 -25 5.4 -1.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 11 8.3 +1.9
ABEQ Absolute Select Value ETF 5.5 85 -45 4.6 -1.8
XMHQ Invesco S&P MidCap Quality ETF 5.4 25 15 6.4 +0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 22 7.6 +1.2
VFMF Vanguard U.S. Multifactor ETF 5.4 18 22 8.5 +2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.3 15 25 4.9 -1.5
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 18 4.0 -2.4
ULVM VictoryShares US Value Momentum ETF 5.3 20 20 7.5 +1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.3 15 25 7.7 +1.3
SYLD Cambria Shareholder Yield ETF 5.2 59 -19 11.2 +4.8
MDYV SPDR S&P 400 Mid Cap Value ETF 5.2 15 25 7.6 +1.2
TMDV ProShares Russell US Dividend Growers ETF 5.1 35 5 6.5 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.1 20 20 6.1 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 5.1 13 27 9.4 +3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 5.0 80 -40 4.6 -1.8
VFVA Vanguard U.S. Value Factor ETF 5.0 13 27 10.3 +3.9
DFLV Dimensional US Large Cap Value ETF 5.0 22 18 7.8 +1.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.0 25 15 5.4 -1.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.0 60 -20 6.9 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 5.0 60 -20 5.0 -1.4
SPLV Invesco S&P 500 Low Volatility ETF 5.0 25 15 5.4 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 4.9 67 -27 9.2 +2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.9 35 5 6.3 -0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 4.9 80 -40 6.2 -0.2
AVLV Avantis U.S. Large Cap Value ETF 4.9 15 25 7.5 +1.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.8 60 -20 6.0 -0.4
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 60 -20 5.3 -1.1
IWS iShares Russell Mid-Cap Value ETF 4.7 23 17 6.5 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.7 39 1 8.6 +2.2
NULV Nuveen ESG Large-Cap Value ETF 4.6 26 14 6.9 +0.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.6 35 5 6.0 -0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.6 20 20 7.9 +1.5
DON WisdomTree U.S. MidCap Dividend Fund 4.6 38 2 8.3 +1.9
NUMV Nuveen ESG Mid-Cap Value ETF 4.6 31 9 7.0 +0.6
SDY SPDR S&P Dividend ETF 4.5 35 5 6.1 -0.3
FDLO Fidelity Low Volatility Factor ETF 4.5 15 25 5.4 -1.0
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -10 7.0 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 4.4 60 -20 6.8 +0.4
FBCV Fidelity Blue Chip Value ETF 4.4 59 -19 7.3 +0.9
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 6.3 -0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -14 6.3 -0.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 5 5.9 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 0 5.9 -0.5
YALL God Bless America ETF 4.3 65 -25 3.8 -2.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.3 55 -15 4.2 -2.3
VYM Vanguard High Dividend Yield Index ETF 4.3 6 34 7.1 +0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.3 25 15 7.5 +1.1
JHDV John Hancock U.S. High Dividend ETF 4.2 34 6 6.4 +0.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.2 55 -15 4.7 -1.7
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 6.9 +0.5
IMCB iShares Morningstar Mid-Cap ETF 4.2 4 36 6.2 -0.2
SPGP Invesco S&P 500 GARP ETF 4.2 34 6 8.2 +1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.2 30 10 8.0 +1.6
ONEO SPDR Russell 1000 Momentum Focus ETF 4.2 20 20 7.2 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.2 59 -19 6.0 -0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.1 52 -12 5.4 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.1 58 -18 5.3 -1.1
CWS AdvisorShares Focused Equity ETF 4.1 84 -44 4.8 -1.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 2 8.1 +1.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 5 8.1 +1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.1 15 25 6.9 +0.5
XJH iShares ESG Screened S&P Mid-Cap ETF 4.0 12 28 6.6 +0.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.0 20 20 6.2 -0.2
AFLG First Trust Active Factor Large Cap ETF 4.0 55 -15 6.2 -0.2
DFAT Dimensional U.S. Targeted Value ETF 4.0 28 12 7.9 +1.5
DFUV Dimensional US Marketwide Value ETF 3.9 22 18 7.6 +1.2
STXV Strive 1000 Value ETF 3.9 18 22 7.7 +1.3
BIBL Inspire 100 ETF 3.9 35 5 5.1 -1.3
JEPI JPMorgan Equity Premium Income ETF 3.9 35 5 5.4 -1.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.9 15 25 9.9 +3.5
RWK Invesco S&P MidCap 400 Revenue ETF 3.8 39 1 8.6 +2.2
HOMZ Hoya Capital Housing ETF 3.8 30 10 7.3 +0.9
IPDP Dividend Performers ETF 3.8 122 -82 5.3 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 3.8 18 22 5.6 -0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.8 15 25 6.2 -0.2
MBCC Monarch Blue Chips Core ETF 3.8 125 -85 3.6 -2.8
JSTC Adasina Social Justice All Cap Global ETF 3.8 89 -49 4.9 -1.6
FVD First Trust Value Line Dividend Index Fund 3.8 65 -25 6.2 -0.2
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.6 -0.9
IWR iShares Russell Midcap ETF 3.7 19 21 5.6 -0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 3.7 39 1 10.5 +4.1
VO Vanguard Mid-Cap ETF 3.7 4 36 5.9 -0.5
AFMC First Trust Active Factor Mid Cap ETF 3.7 65 -25 7.2 +0.8
GDIV Harbor Dividend Growth Leaders ETF 3.7 50 -10 5.7 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 3.6 23 17 6.5 +0.1
IJH iShares Core S&P Mid-Cap ETF 3.6 5 35 6.6 +0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 3.6 10 30 6.6 +0.2
EZM WisdomTree U.S. MidCap Fund 3.6 38 2 7.8 +1.4
MAGA Point Bridge America First ETF 3.6 72 -32 6.4 -0.1
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -2 6.5 +0.1
QDF FlexShares Quality Dividend Index Fund 3.6 37 3 4.5 -1.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.5 3 37 6.7 +0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 3.5 70 -30 10.4 +4.0
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 20 7.8 +1.4
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 36 6.3 -0.1
QUS SPDR MSCI USA StrategicFactors ETF 3.5 15 25 5.9 -0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.4 38 2 6.7 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 3.4 12 28 7.1 +0.7
HAPY Harbor Human Capital Factor Unconstrained ETF 3.4 50 -10 4.7 -1.7
SMDY Syntax Stratified MidCap ETF 3.4 35 5 5.6 -0.8
ACSI American Customer Satisfaction ETF 3.4 65 -25 4.5 -1.9
VTV Vanguard Value ETF 3.4 4 36 6.8 +0.4
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 6 5.4 -1.0
SSPY Syntax Stratified LargeCap ETF 3.4 30 10 6.6 +0.2
VBR Vanguard Small Cap Value ETF 3.4 7 33 7.8 +1.4
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 8.9 +2.5
FELV Fidelity Enhanced Large Cap Value ETF 3.3 18 22 6.5 +0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.3 48 -8 5.1 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 3.3 16 24 5.8 -0.7
KRMA Global X Conscious Companies ETF 3.3 43 -3 5.9 -0.6
DIVB iShares Core Dividend ETF 3.3 5 35 7.8 +1.4
ISCV iShares Morningstar Small Cap Value ETF 3.3 6 34 7.6 +1.2
FLDZ RiverNorth Patriot ETF 3.3 75 -35 5.6 -0.8
RFV Invesco S&P Midcap 400 Pure Value ETF 3.3 35 5 8.5 +2.1
PDP Invesco Dorsey Wright Momentum ETF 3.3 62 -22 3.6 -2.8
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 20 6.2 -0.2
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 31 6.0 -0.4
DIVL Madison Dividend Value ETF 3.2 65 -25 5.7 -0.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.2 56 -16 1.3 -5.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.2 15 25 6.9 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.2 15 25 6.6 +0.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.2 18 22 6.6 +0.2
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -2 6.8 +0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.2 18 22 7.4 +1.0
SIZE iShares MSCI USA Size Factor ETF 3.2 15 25 6.0 -0.4
LVOL American Century Low Volatility ETF 3.2 29 11 5.0 -1.4
MDLV Morgan Dempsey Large Cap Value ETF 3.2 58 -18 8.2 +1.8
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -10 5.9 -0.5
RWL Invesco S&P 500 Revenue ETF 3.2 39 1 6.8 +0.4
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.3 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 3 4.3 -2.1
FDIV MarketDesk Focused U.S. Dividend ETF 3.1 35 5 4.6 -1.8
RUFF Alpha Dog ETF 3.1 94 -54 4.7 -1.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.1 24 16 7.7 +1.3
VONV Vanguard Russell 1000 Value ETF 3.1 8 32 6.6 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 3.1 39 1 7.1 +0.7
PTL Inspire 500 ETF 3.0 9 31 5.8 -0.6
FSMD Fidelity Small-Mid Multifactor ETF 3.0 15 25 7.1 +0.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 31 6.1 -0.4
PWB Invesco Large Cap Growth ETF 3.0 56 -16 3.5 -2.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.0 70 -30 4.8 -1.6
IUSV iShares Core S&P US Value ETF 3.0 4 36 6.7 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 2.9 25 15 7.1 +0.7
VEGN US Vegan Climate ETF 2.9 60 -20 4.8 -1.6
AVUS Avantis U.S. Equity ETF 2.9 15 25 5.9 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.9 60 -20 6.9 +0.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.9 60 -20 9.2 +2.8
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 27 2.3 -4.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 36 5.9 -0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.9 30 10 4.8 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 2.9 25 15 7.0 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 33 5.6 -0.8
VIG Vanguard Dividend Appreciation ETF 2.8 6 34 5.7 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 36 6.7 +0.3
IVE iShares S&P 500 Value ETF 2.8 18 22 6.5 +0.1
VOOV Vanguard S&P 500 Value ETF 2.8 10 30 6.6 +0.2
CGDV Capital Group Dividend Value ETF 2.8 33 7 5.7 -0.7
FDWM Fidelity Women's Leadership ETF 2.8 59 -19 5.0 -1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 22 5.8 -0.6
DUSA Davis Select U.S. Equity ETF 2.8 61 -21 7.2 +0.8
IWD iShares Russell 1000 Value ETF 2.8 19 21 6.5 +0.1
ESIX SPDR S&P SmallCap 600 ESG ETF 2.7 12 28 7.6 +1.2
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 30 5.4 -1.0
SFYX SoFi Next 500 ETF 2.7 0 40 5.0 -1.4
DIVS SmartETFs Dividend Builder ETF 2.7 65 -25 5.1 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 28 6.0 -0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.7 79 -39 5.9 -0.5
EQUL IQ Engender Equality ETF 2.6 45 -5 6.8 +0.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.6 15 25 8.5 +2.1
DEUS Xtrackers Russell US Multifactor ETF 2.6 17 23 7.1 +0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.6 10 30 4.6 -1.8
JAVA JPMorgan Active Value ETF 2.6 44 -4 6.1 -0.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.6 78 -38 9.3 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 2.6 4 36 6.6 +0.2
AVUV Avantis U.S. Small Cap Value ETF 2.6 25 15 9.0 +2.6
IJS iShares S&P Small-Cap 600 Value ETF 2.6 18 22 8.4 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 2.6 15 25 8.4 +2.0
JHML John Hancock Multifactor Large Cap ETF 2.6 29 11 5.6 -0.8
MTUM iShares MSCI USA Momentum Factor ETF 2.6 15 25 4.0 -2.4
PFM Invesco Dividend Achievers ETF 2.6 53 -13 5.5 -0.9
FSST Fidelity Sustainable U.S. Equity ETF 2.6 59 -19 2.8 -3.6
TPSC Timothy Plan US Small Cap Core ETF 2.6 52 -12 6.8 +0.4
MGV Vanguard Mega Cap Value ETF 2.6 7 33 6.6 +0.2
BGIG Bahl & Gaynor Income Growth ETF 2.6 45 -5 5.2 -1.2
DFAS Dimensional U.S. Small Cap ETF 2.6 26 14 5.7 -0.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.5 10 30 4.7 -1.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.5 80 -40 6.0 -0.4
INNO Harbor Disruptive Innovation ETF 2.5 75 -35 -1.5 -7.9
BOUT Innovator IBD Breakout Opportunities ETF 2.5 81 -41 2.9 -3.5
BKWO BNY Mellon Women's Opportunities ETF 2.5 50 -10 4.1 -2.4
DIVY Sound Equity Dividend Income ETF 2.5 45 -5 10.6 +4.2
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.7 -0.7
ISCB iShares Morningstar Small-Cap ETF 2.5 4 36 5.1 -1.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 5.2 -1.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.9 -1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.4 25 15 5.7 -0.7
VFMV Vanguard U.S. Minimum Volatility ETF 2.4 13 27 5.1 -1.3
FDMO Fidelity Momentum Factor ETF 2.4 15 25 4.3 -2.1
DFSV Dimensional US Small Cap Value ETF 2.4 31 9 8.5 +2.1
DGRO iShares Core Dividend Growth ETF 2.4 8 32 6.5 +0.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.4 7 33 8.3 +1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.4 35 5 6.5 +0.1
SSLY Syntax Stratified SmallCap ETF 2.4 40 0 7.0 +0.6
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 5.6 -0.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.4 42 -2 6.4 +0.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 25 5.4 -1.1
VXF Vanguard Extended Market ETF 2.3 6 34 4.0 -2.4
NULC Nuveen ESG Large-Cap ETF 2.3 21 19 5.7 -0.7
VB Vanguard Small-Cap ETF 2.3 5 35 5.2 -1.2
OSCV Opus Small Cap Value ETF 2.3 79 -39 6.0 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 11 7.2 +0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 25 6.9 +0.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 28 7.1 +0.7
LEAD Siren DIVCON Leaders Dividend ETF 2.3 43 -3 5.2 -1.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.3 15 25 7.6 +1.2
NUSC Nuveen ESG Small-Cap ETF 2.3 31 9 5.1 -1.3
WBIY WBI Power Factor High Dividend ETF 2.3 100 -60 10.5 +4.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -5 9.2 +2.8
FMDE Fidelity Enhanced Mid Cap ETF 2.3 23 17 6.3 -0.1
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.3 35 5 5.0 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.3 75 -35 3.6 -2.8
FTGS First Trust Growth Strength ETF 2.2 60 -20 5.8 -0.6
GLRY Inspire Faithward Mid Cap Momentum ETF 2.2 80 -40 7.9 +1.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.2 30 10 8.5 +2.1
ILCV iShares Morningstar Value ETF 2.2 4 36 6.4 +0.0
DHS WisdomTree U.S. High Dividend Fund 2.2 38 2 8.1 +1.7
QWLD SPDR MSCI World StrategicFactors ETF 2.2 30 10 5.9 -0.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 20 5.8 -0.6
STXK Strive Small-Cap ETF 2.1 18 22 5.0 -1.4
DTD WisdomTree U.S. Total Dividend Fund 2.1 28 12 6.3 -0.1
SCHA Schwab U.S. Small-Cap ETF 2.1 4 36 4.5 -1.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.1 29 11 6.1 -0.3
ONEY SPDR Russell 1000 Yield Focus ETF 2.1 20 20 9.9 +3.5
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 10 30 7.4 +1.0
SPHQ Invesco S&P 500 Quality ETF 2.1 15 25 5.7 -0.7
VFQY Vanguard U.S. Quality Factor ETF 2.1 13 27 7.4 +1.0
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.6 -0.8
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 9.3 +2.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 25 5.8 -0.6
IJR iShares Core S&P Small Cap ETF 2.1 6 34 7.4 +1.0
INEQ Columbia International Equity Income ETF 2.1 45 -5 6.4 -0.0
HKND Humankind US Stock ETF 2.1 11 29 7.1 +0.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 16 7.3 +0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.1 39 1 8.9 +2.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 23 5.8 -0.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.0 36 4 10.9 +4.5
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.7 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.0 35 5 5.5 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.0 12 28 4.8 -1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 37 7.4 +1.0
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 25 5.3 -1.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 25 5.8 -0.6
KRUZ Unusual Whales Subversive Republican Trading ETF 2.0 75 -35 5.7 -0.8
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 31 5.1 -1.3
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -35 5.4 -1.0
XSHQ Invesco S&P SmallCap Quality ETF 2.0 29 11 8.4 +2.0
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 28 8.2 +1.8
TMFX Motley Fool Next Index ETF 2.0 50 -10 3.0 -3.4
ISMD Inspire Small/Mid Cap ETF 2.0 54 -14 5.6 -0.8
FLV American Century Focused Large Cap Value ETF 2.0 42 -2 6.6 +0.2
WCEO Hypatia Women CEO ETF 2.0 85 -45 4.7 -1.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 15 5.6 -0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -5 5.3 -1.1
FLRG Fidelity U.S. Multifactor ETF 1.9 15 25 7.7 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 31 5.7 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 25 5.0 -1.4
DWLD Davis Select Worldwide ETF 1.9 63 -23 7.0 +0.6
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 5.3 -1.1
DEMZ Democratic Large Cap Core ETF 1.9 45 -5 4.3 -2.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -55 1.6 -4.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.9 61 -21 5.8 -0.6
IUS Invesco RAFI Strategic US ETF 1.9 19 21 7.2 +0.8
KBWD Invesco KBW High Dividend Yield Financial ETF 1.9 384 -344 9.2 +2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.9 12 28 4.8 -1.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.9 0 40 11.4 +5.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.9 25 15 6.2 -0.2
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.6 -0.8
VLUE iShares MSCI USA Value Factor ETF 1.8 15 25 10.6 +4.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 34 4.4 -2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.8 28 12 6.1 -0.4
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 4.9 -1.5
SCHD Schwab US Dividend Equity ETF 1.8 6 34 9.3 +2.9
PEY Invesco High Yield Equity Dividend Achievers ETF 1.8 52 -12 9.4 +3.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 31 4.9 -1.5
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 15 4.6 -1.8
GDVD R3 Global Dividend Growth ETF 1.7 88 -48 5.6 -0.9
BFOR ALPS Barron's 400 ETF 1.7 65 -25 6.4 -0.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.7 38 2 5.1 -1.3
IWX iShares Russell Top 200 Value ETF 1.7 20 20 6.4 +0.0
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 5.3 -1.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 28 7.5 +1.1
SMMD iShares Russell 2500 ETF 1.7 15 25 5.8 -0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.7 39 1 8.5 +2.1
VONE Vanguard Russell 1000 ETF 1.7 8 32 5.3 -1.1
RPG Invesco S&P 500 Pure Growth ETF 1.7 35 5 3.6 -2.8
CVY Invesco Zacks Multi-Asset Income ETF 1.7 106 -66 11.4 +5.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 34 2.4 -4.0
VTI Vanguard Total Stock Market ETF 1.7 3 37 5.1 -1.3
LCF Touchstone US Large Cap Focused ETF 1.7 69 -29 4.4 -2.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.7 28 12 6.1 -0.3
VTHR Vanguard Russell 3000 ETF 1.7 10 30 5.1 -1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 29 5.0 -1.4
SFY SoFi Select 500 ETF 1.6 0 40 4.8 -1.6
SUSA iShares MSCI USA ESG Select ETF 1.6 25 15 5.3 -1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -35 4.9 -1.5
DFUS Dimensional U.S. Equity ETF 1.6 9 31 5.1 -1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 20 5.1 -1.3
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 30 5.3 -1.1
ROSC Hartford Multifactor Small Cap ETF 1.6 34 6 8.5 +2.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 37 5.4 -1.0
VUSE Vident U.S. Equity Strategy ETF 1.6 50 -10 3.5 -3.0
VV Vanguard Large-Cap ETF 1.6 4 36 5.3 -1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 1.6 9 31 5.0 -1.4
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 5.1 -1.3
IYY iShares Dow Jones U.S. ETF 1.6 20 20 5.0 -1.4
IWB iShares Russell 1000 ETF 1.6 15 25 5.1 -1.3
EPS WisdomTree U.S. LargeCap Fund 1.6 8 32 6.2 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 37 5.1 -1.3
SCHB Schwab U.S. Broad Market ETF 1.6 3 37 5.2 -1.3
REVS Columbia Research Enhanced Value ETF 1.5 19 21 7.6 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 36 5.1 -1.4
VOO Vanguard S&P 500 ETF 1.5 3 37 5.4 -1.0
QGRO American Century U.S. Quality Growth ETF 1.5 29 11 4.8 -1.6
IWV iShares Russell 3000 ETF 1.5 20 20 5.0 -1.4
SCHK Schwab 1000 Index ETF 1.5 5 35 5.3 -1.1
FMIL Fidelity New Millennium ETF 1.5 59 -19 4.6 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 31 3.9 -2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 30 5.3 -1.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.5 80 -40 4.5 -1.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 8.3 +1.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 29 5.2 -1.2
SCHX Schwab U.S. Large-Cap ETF 1.5 3 37 5.3 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 1 4.3 -2.1
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -39 4.3 -2.1
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 5.0 -1.4
PBUS Invesco MSCI USA ETF 1.5 4 36 5.2 -1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 5 9.7 +3.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 20 5.0 -1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -30 2.2 -4.2
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 37 5.2 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 11 5.1 -1.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 15 6.7 +0.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 40 5.3 -1.1
STRV Strive 500 ETF 1.4 5 35 5.2 -1.2
VALQ American Century U.S. Quality Value ETF 1.4 29 11 7.5 +1.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 5.1 -1.3
VTWV Vanguard Russell 2000 Value ETF 1.4 15 25 5.0 -1.4
IVV iShares Core S&P 500 ETF 1.4 3 37 5.3 -1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 5.2 -1.2
SPY SPDR S&P 500 ETF Trust 1.4 9 31 5.2 -1.2
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 38 5.3 -1.1
DGT SPDR Global Dow ETF 1.4 50 -10 6.6 +0.2
LRGF iShares U.S. Equity Factor ETF 1.4 8 32 5.9 -0.5
BLES Inspire Global Hope ETF 1.4 61 -21 6.4 -0.0
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 30 5.3 -1.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.4 7 33 8.8 +2.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.4 30 10 6.7 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 30 5.5 -1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 38 5.2 -1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 11 9.9 +3.5
VOTE TCW Transform 500 ETF 1.4 5 35 5.2 -1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.4 29 11 6.8 +0.4
DES WisdomTree U.S. SmallCap Dividend Fund 1.3 38 2 7.1 +0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 5.7 -0.7
IWN iShares Russell 2000 Value ETF 1.3 24 16 5.1 -1.3
ITAN Sparkline Intangible Value ETF 1.3 50 -10 6.6 +0.2
CHGX AXS Change Finance ESG ETF 1.3 49 -9 5.1 -1.3
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 22 5.6 -0.8
NTZG Nuveen Global Net Zero Transition ETF 1.3 56 -16 4.8 -1.6
KONG Formidable Fortress ETF 1.3 89 -49 5.8 -0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.3 64 -24 2.2 -4.2
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 6.2 -0.3
PRAY FIS Christian Stock Fund 1.2 69 -29 6.0 -0.4
FQAL Fidelity Quality Factor ETF 1.2 15 25 5.9 -0.5
HLGE Hartford Longevity Economy ETF 1.2 44 -4 6.1 -0.3
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.2 85 -45 3.6 -2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 5.2 -1.2
RVRB Reverb ETF 1.2 30 10 5.0 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 5.2 -1.2
SCAP InfraCap Small Cap Income ETF 1.2 135 -95 8.0 +1.6
FVAL Fidelity Value Factor ETF 1.2 15 25 7.3 +0.9
DIP BTD Capital Fund 1.2 129 -89 6.2 -0.2
AUSF Global X Adaptive U.S. Factor ETF 1.2 27 13 8.7 +2.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 3.9 -2.5
RUNN Running Oak Efficient Growth ETF 1.2 58 -18 5.0 -1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 8 5.0 -1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.2 20 20 6.1 -0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.1 14 26 5.2 -1.2
TOK iShares MSCI Kokusai ETF 1.1 26 14 5.2 -1.2
MGC Vanguard Mega Cap ETF 1.1 7 33 5.1 -1.3
RSSL Global X Russell 2000 ETF 1.1 8 32 3.0 -3.4
VNSE Natixis Vaughan Nelson Select ETF 1.1 80 -40 3.3 -3.1
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 5 9.2 +2.8
CSMD Congress SMid Growth ETF 1.1 69 -29 4.1 -2.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.1 52 -12 6.8 +0.4
IWM iShares Russell 2000 ETF 1.1 19 21 3.4 -3.0
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -50 10.1 +3.7
UDI USCF Dividend Income Fund 1.1 65 -25 7.4 +1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -12 5.6 -0.8
DEW WisdomTree Global High Dividend Fund 1.1 58 -18 8.7 +2.3
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 10.1 +3.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 31 5.4 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 20 5.3 -1.1
GDEF Goldman Sachs Defensive Equity ETF 1.1 55 -15 4.8 -1.6
VTWO Vanguard Russell 2000 ETF 1.1 10 30 3.3 -3.1
URTH iShares MSCI World ETF 1.1 24 16 5.4 -1.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -33 9.9 +3.5
TTAC FCF US Quality ETF 1.0 59 -19 6.3 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 5 6.8 +0.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -20 7.0 +0.6
ACVF American Conservative Values ETF 1.0 75 -35 4.4 -2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -31 1.0 -5.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.0 60 -20 4.2 -2.2
ACWI iShares MSCI ACWI ETF 1.0 32 8 5.5 -0.9
VBK Vanguard Small-Cap Growth ETF 1.0 7 33 1.4 -5.0
VT Vanguard Total World Stock ETF 1.0 7 33 5.8 -0.6
IWO iShares Russell 2000 Growth ETF 1.0 24 16 1.4 -5.0
IWL iShares Russell Top 200 ETF 1.0 15 25 5.0 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.9 15 25 6.4 +0.0
AESR Anfield U.S. Equity Sector Rotation ETF 0.9 108 -68 4.4 -2.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.9 18 22 6.3 -0.2
SLYG SPDR S&P 600 Small Cap Growth ETF 0.9 15 25 6.3 -0.1
ETHO Etho Climate Leadership U.S. ETF 0.9 47 -7 3.5 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 4 4.8 -1.6
PSC Principal U.S. Small-Cap ETF 0.9 38 2 6.1 -0.3
OALC OneAscent Large Cap Core ETF 0.9 86 -46 4.6 -1.8
AIEQ AI Powered Equity ETF 0.9 75 -35 3.4 -3.1
XSMO Invesco S&P SmallCap Momentum ETF 0.8 39 1 7.2 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -35 4.3 -2.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 22 5.0 -1.4
GSPY Gotham Enhanced 500 ETF 0.8 50 -10 5.3 -1.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 13.6 +7.2
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 25 5.3 -1.1
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 17 4.0 -2.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -8 6.1 -0.3
STXD Strive 1000 Dividend Growth ETF 0.8 35 5 5.1 -1.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.7 27 13 7.5 +1.1
VTWG Vanguard Russell 2000 Growth ETF 0.7 15 25 1.5 -5.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -19 2.9 -3.5
ILCG iShares Morningstar Growth ETF 0.7 4 36 4.1 -2.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 8.7 +2.3
FPX First Trust US Equity Opportunities ETF 0.7 61 -21 1.7 -4.7
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7 20 20 1.1 -5.3
RECS Columbia Research Enhanced Core ETF 0.7 15 25 5.6 -0.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 25 5.9 -0.5
GLOF iShares Global Equity Factor ETF 0.6 20 20 7.2 +0.8
EES WisdomTree U.S. SmallCap Fund 0.6 38 2 9.2 +2.8
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -9 5.7 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.5 -1.9
AFSM First Trust Active Factor Small Cap ETF 0.6 75 -35 6.7 +0.3
STXG Strive 1000 Growth ETF 0.5 18 22 4.3 -2.1
FCPI Fidelity Stocks for Inflation ETF 0.5 15 25 8.6 +2.2
WLDR Affinity World Leaders Equity ETF 0.5 67 -27 8.4 +2.0
SIXS ETC 6 Meridian Small Cap Equity ETF 0.5 89 -49 8.2 +1.8
VIDI Vident International Equity Strategy ETF 0.5 61 -21 11.9 +5.5
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.9 -1.5
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.6 -2.8
HDV iShares Core High Dividend ETF 0.5 8 32 8.1 +1.7
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 4.8 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 5.0 -1.4
IWY iShares Russell Top 200 Growth ETF 0.5 20 20 5.1 -1.4
VOOG Vanguard S&P 500 Growth ETF 0.4 10 30 4.7 -1.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 5.4 -1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 10 7.1 +0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 22 4.6 -1.8
IVW iShares S&P 500 Growth ETF 0.4 18 22 4.6 -1.8
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 36 4.8 -1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 -16 6.2 -0.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 5 6.4 +0.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 4.0 -2.4
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -9 5.2 -1.2
TXS Texas Capital Texas Equity Index ETF 0.3 49 -9 5.3 -1.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 -25 -1.1 -7.5
EDOC Global X Telemedicine & Digital Health ETF Registered 0.3 68 -28 -4.2 -10.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 -20 0.0 -6.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.3 60 -20 -2.9 -9.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.3 60 -20 5.4 -1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 6.5 +0.1
OEF iShares S&P 100 ETF 0.3 20 20 5.0 -1.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 4.2 -2.2
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -40 14.1 +7.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.8 -1.6
TMFC Motley Fool 100 Index ETF 0.2 50 -10 3.9 -2.5
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -19 2.8 -3.6
CGUS Capital Group Core Equity ETF 0.2 33 7 4.6 -1.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 6.4 -0.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 5.3 -1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 5.2 -1.2
ISRA VanEck Israel ETF 0.2 59 -19 8.1 +1.7
FINX Global X FinTech ETF 0.2 68 -28 3.4 -3.0
FFTY Innovator IBD 50 ETF 0.2 80 -40 1.3 -5.1
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.4 -5.0
IWC iShares Micro-Cap ETF 0.2 60 -20 -3.6 -10.0
PAWZ ProShares Pet Care ETF 0.2 50 -10 3.6 -2.8
SPMO Invesco S&P 500 Momentum ETF 0.1 13 27 3.9 -2.5
DUHP Dimensional US High Profitability ETF 0.1 21 19 6.7 +0.3
BTHM BlackRock Future U.S. Themes ETF 0.1 60 -20 4.3 -2.1
CGV Conductor Global Equity Value ETF 0.1 130 -90 10.5 +4.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 7.4 +1.0
SQEW LeaderShares Equity Skew ETF 0.1 81 -41 4.0 -2.4
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.9 -1.5
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 4.0 -2.4
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.8 -1.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 4.0 -2.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.5 -2.9

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
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Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

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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 ** ** **
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Price-to-book value ** ** **
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Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.0 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.67 CATEGORY
AVERAGE		 1.58
 
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.