iShares U.S. Insurance ETF
ALTAR
Score™
6.2% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
12.0x 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) $607
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) $51,582
Large cap (>$10bn) 85.2%
Mid cap ($2-10bn) 12.8%
Small cap (<$2bn) 2.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 14.1 %
CHUBB LIMITED 13.1 %
TRAVELERS COS INC/THE 6.4 %
AMERICAN INTERNATIONAL GROUP 6.3 %
AFLAC INC 5.4 %
ALLSTATE CORP 4.6 %
PRUDENTIAL FINANCIAL INC 4.4 %
METLIFE INC 4.4 %
ARCH CAPITAL GROUP LTD 4.3 %
HARTFORD FINANCIAL SVCS GRP 3.9 %
Total 66.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.8 %
SWITZERLAND 13.1 %
BERMUDA 5.7 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 8.9% 11.5% 10.4% 6.1%

Market Correlations
versus... Beta R-squared
S&P500 0.61 38%
MSCI EAFE 0.63 38%
MSCI Emg. Mkts. 0.35 12%

Technical Indicators
Recent close $111.45
30d moving avg. $97.90
Annualized volatility 17.7%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 66
Turnover 1.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $5,496

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 538 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™: 6.2%


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 SPDR S&P Insurance ETF 53.0 35 5 6.4 +0.2
KBWP Invesco KBW Property & Casualty Insurance ETF 52.1 35 5 5.8 -0.4
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.6 40 0 7.1 +0.9
FXO First Trust Financials AlphaDEX Fund 18.8 62 -22 9.4 +3.2
IYF iShares U.S. Financials ETF 15.9 40 0 6.3 +0.1
FNCL Fidelity MSCI Financials Index ETF 12.4 8 32 6.4 +0.2
VFH Vanguard Financials ETF 12.3 10 30 6.4 +0.2
XLF Financial Select Sector SPDR Fund 11.4 9 31 6.0 -0.2
DFNL Davis Select Financial ETF 10.3 63 -23 7.1 +0.8
SPVM Invesco S&P 500 Value with Momentum ETF 10.2 39 1 8.5 +2.3
DIP BTD Capital Fund 8.6 129 -89 6.7 +0.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.6 12 28 5.4 -0.8
WTV WisdomTree US Value Fund of Benef Interest 8.4 12 28 8.6 +2.4
SPMV Invesco S&P 500 Minimum Variance ETF 8.3 10 30 5.5 -0.7
PKW Invesco Buyback Achievers ETF 8.2 62 -22 8.0 +1.8
DVY iShares Select Dividend ETF 7.9 38 2 9.0 +2.8
CZA Invesco Zacks Mid-Cap ETF 7.7 72 -32 6.2 +0.0
USVT US Value ETF 7.5 49 -9 11.4 +5.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.3 15 25 6.7 +0.5
USMF WisdomTree U.S. Multifactor Fund 7.2 28 12 6.8 +0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 7.1 80 -40 5.1 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.0 75 -35 6.4 +0.2
XMMO Invesco S&P MidCap Momentum ETF 6.9 34 6 5.2 -1.1
RUFF Alpha Dog ETF 6.9 94 -54 4.6 -1.6
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 10.1 +3.9
OALC OneAscent Large Cap Core ETF 6.8 86 -46 5.8 -0.4
VOE Vanguard Mid-Cap Value ETF 6.8 7 33 7.4 +1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.6 60 -20 5.3 -0.9
IXG iShares Global Financials ETF 6.5 42 -2 6.9 +0.7
PFI Invesco Dorsey Wright Financial Momentum ETF 6.5 60 -20 6.1 -0.1
QDIV Global X S&P 500 Quality Dividend ETF 6.5 20 20 8.8 +2.6
FTA First Trust Large Cap Value AlphaDEX Fund 6.3 59 -19 8.3 +2.1
USMV iShares MSCI USA Min Vol Factor ETF 6.3 15 25 6.0 -0.3
PY Principal Value ETF 6.3 15 25 7.5 +1.3
ROE Astoria US Quality Kings ETF 6.2 49 -9 7.8 +1.6
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 34 8.0 +1.8
FOVL iShares Focused Value Factor ETF 6.1 25 15 10.0 +3.8
QLV FlexShares US Quality Low Volatility Index Fund 6.0 22 18 5.0 -1.2
SYLD Cambria Shareholder Yield ETF 6.0 59 -19 11.5 +5.3
VAMO Cambria Value & Momentum ETF 6.0 61 -21 10.0 +3.8
IPDP Dividend Performers ETF 6.0 122 -82 4.6 -1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.9 20 20 4.5 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 5.9 25 15 6.8 +0.6
ETHO Etho Climate Leadership U.S. ETF 5.8 47 -7 3.8 -2.4
ABEQ Absolute Select Value ETF 5.8 85 -45 4.9 -1.3
PWV Invesco Large Cap Value ETF 5.6 55 -15 8.1 +1.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.5 80 -40 6.4 +0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 5.4 15 25 8.3 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 5.4 29 11 9.1 +2.9
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 22 8.2 +2.0
VFVA Vanguard U.S. Value Factor ETF 5.4 13 27 10.7 +4.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.4 50 -10 8.3 +2.1
MBOX Freedom Day Dividend ETF 5.2 39 1 7.9 +1.7
DFLV Dimensional US Large Cap Value ETF 5.2 22 18 7.9 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 5.0 -1.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.1 60 -20 6.7 +0.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -20 5.4 -0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.0 55 -15 4.1 -2.1
OAIE Optimize AI Smart Sentiment Event-Driven ETF 5.0 103 -63 6.4 +0.2
FDLO Fidelity Low Volatility Factor ETF 4.9 15 25 5.4 -0.8
NULV Nuveen ESG Large-Cap Value ETF 4.9 26 14 7.2 +1.0
IWS iShares Russell Mid-Cap Value ETF 4.9 23 17 6.5 +0.3
VFMF Vanguard U.S. Multifactor ETF 4.9 18 22 8.5 +2.3
DON WisdomTree U.S. MidCap Dividend Fund 4.8 38 2 8.7 +2.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.8 54 -14 6.4 +0.2
TPHD Timothy Plan High Dividend Stock ETF 4.8 52 -12 6.4 +0.2
FBCV Fidelity Blue Chip Value ETF 4.7 59 -19 7.0 +0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 4.6 67 -27 9.4 +3.2
XMHQ Invesco S&P MidCap Quality ETF 4.6 25 15 6.4 +0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.6 30 10 7.7 +1.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.6 79 -39 6.2 -0.0
VYM Vanguard High Dividend Yield Index ETF 4.5 6 34 7.4 +1.2
DFAT Dimensional U.S. Targeted Value ETF 4.5 28 12 8.1 +1.9
AFLG First Trust Active Factor Large Cap ETF 4.4 55 -15 6.1 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 6.2 +0.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.4 60 -20 6.8 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.4 70 -30 4.9 -1.3
ULVM VictoryShares US Value Momentum ETF 4.3 20 20 7.4 +1.2
LVOL American Century Low Volatility ETF 4.3 29 11 5.0 -1.2
SDY SPDR S&P Dividend ETF 4.3 35 5 6.5 +0.3
QDF FlexShares Quality Dividend Index Fund 4.3 37 3 4.9 -1.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.3 60 -20 4.2 -2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.2 40 0 5.8 -0.4
CFA VictoryShares US 500 Volatility Wtd ETF 4.2 35 5 5.8 -0.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.2 15 25 6.9 +0.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.2 15 25 6.5 +0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.2 12 28 6.6 +0.4
FVD First Trust Value Line Dividend Index Fund 4.2 65 -25 5.9 -0.3
RYJ Invesco Raymond James SB-1 Equity ETF 4.2 75 -35 2.9 -3.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.2 60 -20 9.8 +3.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.2 35 5 6.9 +0.7
STXV Strive 1000 Value ETF 4.1 18 22 7.9 +1.7
AVLV Avantis U.S. Large Cap Value ETF 4.1 15 25 7.5 +1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.0 15 25 7.6 +1.4
VLU SPDR S&P 1500 Value Tilt ETF 4.0 12 28 7.1 +0.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 4.0 7 33 9.6 +3.4
FTCS First Trust Capital Strength ETF 4.0 55 -15 5.4 -0.8
YALL God Bless America ETF 4.0 65 -25 3.6 -2.6
DFUV Dimensional US Marketwide Value ETF 4.0 22 18 7.6 +1.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.0 15 25 6.0 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 4.0 70 -30 9.5 +3.3
JEPI JPMorgan Equity Premium Income ETF 3.9 35 5 5.2 -1.0
VBR Vanguard Small Cap Value ETF 3.9 7 33 8.1 +1.9
RDVY First Trust Rising Dividend Achievers ETF 3.9 50 -10 9.0 +2.8
EZM WisdomTree U.S. MidCap Fund 3.9 38 2 8.1 +1.9
HOMZ Hoya Capital Housing ETF 3.9 30 10 7.9 +1.7
NUDV Nuveen ESG Dividend ETF 3.9 26 14 7.5 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 3.9 23 17 6.6 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 3.9 10 30 6.8 +0.6
PEY Invesco High Yield Equity Dividend Achievers ETF 3.9 52 -12 8.5 +2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.9 25 15 6.0 -0.3
SPLV Invesco S&P 500 Low Volatility ETF 3.9 25 15 5.9 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 3.9 60 -20 4.4 -1.8
YPS Arrow Reverse Cap 500 ETF 3.8 29 11 6.5 +0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.8 60 -20 7.8 +1.6
SPVU Invesco S&P 500 Enhanced Value ETF 3.8 13 27 9.5 +3.3
IMCB iShares Morningstar Mid-Cap ETF 3.8 4 36 6.0 -0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.8 60 -20 10.0 +3.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.8 3 37 6.8 +0.6
CWS AdvisorShares Focused Equity ETF 3.8 84 -44 4.6 -1.6
IJH iShares Core S&P Mid-Cap ETF 3.8 5 35 34.1 +27.9
MAGA Point Bridge America First ETF 3.8 72 -32 6.3 +0.1
AFMC First Trust Active Factor Mid Cap ETF 3.8 65 -25 7.6 +1.4
EDOW First Trust Dow 30 Equal Weight ETF 3.8 50 -10 6.3 +0.1
SCHM Schwab U.S. Mid-Cap ETF 3.7 4 36 6.1 -0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.7 15 25 6.2 0.0
SMDY Syntax Stratified MidCap ETF 3.7 35 5 6.1 -0.1
DIA SPDR Dow Jones Industrial Average ETF Trust 3.7 16 24 5.7 -0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 5 8.6 +2.4
JHMM John Hancock Multifactor Mid Cap ETF 3.7 42 -2 6.5 +0.3
VUSE Vident U.S. Equity Strategy ETF 3.7 50 -10 4.4 -1.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 2 8.5 +2.3
DFSU Dimensional US Sustainability Core 1 ETF 3.7 18 22 5.5 -0.7
GVLU Gotham 1000 Value ETF 3.6 50 -10 7.5 +1.3
IWR iShares Russell Midcap ETF 3.6 19 21 5.5 -0.7
RNMC First Trust Mid Cap US Equity Select ETF 3.6 60 -20 7.8 +1.6
VO Vanguard Mid-Cap ETF 3.6 4 36 5.7 -0.5
DBLV AdvisorShares DoubleLine Value Equity ETF 3.6 90 -50 8.0 +1.8
CGDV Capital Group Dividend Value ETF 3.6 33 7 5.7 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 1 6.5 +0.3
FLDZ RiverNorth Patriot ETF 3.6 75 -35 5.9 -0.3
SSPY Syntax Stratified LargeCap ETF 3.6 30 10 6.4 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.6 4 36 6.0 -0.2
JSTC Adasina Social Justice All Cap Global ETF 3.5 89 -49 4.5 -1.7
FEX First Trust Large Cap Core AlphaDEX Fund 3.5 59 -19 5.5 -0.7
FSMD Fidelity Small-Mid Multifactor ETF 3.5 15 25 7.1 +0.9
HAPY Harbor Human Capital Factor Unconstrained ETF 3.5 50 -10 3.3 -3.0
RWK Invesco S&P MidCap 400 Revenue ETF 3.5 39 1 8.4 +2.2
VTV Vanguard Value ETF 3.5 4 36 7.0 +0.8
BIBL Inspire 100 ETF 3.5 35 5 4.7 -1.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 15 8.7 +2.5
DIVB iShares Core Dividend ETF 3.5 5 35 7.9 +1.7
NUMV Nuveen ESG Mid-Cap Value ETF 3.4 31 9 7.4 +1.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -10 6.7 +0.5
KRMA Global X Conscious Companies ETF 3.4 43 -3 5.6 -0.6
XMVM Invesco S&P MidCap Value with Momentum ETF 3.4 39 1 11.1 +4.9
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 9.8 +3.6
SIZE iShares MSCI USA Size Factor ETF 3.4 15 25 5.9 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.4 18 22 7.6 +1.4
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 31 5.9 -0.3
GDIV Harbor Dividend Growth Leaders ETF 3.3 50 -10 6.0 -0.2
ROUS Hartford Multifactor US Equity ETF 3.3 19 21 6.3 +0.1
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -15 4.9 -1.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.3 15 25 7.3 +1.1
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 20 6.1 -0.1
ACSI American Customer Satisfaction ETF 3.3 65 -25 5.0 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 3.3 20 20 10.1 +3.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.3 58 -18 5.2 -1.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.3 52 -12 5.3 -0.9
JHDV John Hancock U.S. High Dividend ETF 3.3 34 6 6.3 +0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.3 48 -8 5.5 -0.7
QUS SPDR MSCI USA StrategicFactors ETF 3.2 15 25 5.9 -0.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.2 25 15 6.9 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 3.2 37 3 4.7 -1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 3.2 45 -5 10.0 +3.8
VONV Vanguard Russell 1000 Value ETF 3.2 8 32 6.7 +0.5
JAVA JPMorgan Active Value ETF 3.1 44 -4 6.6 +0.4
IWD iShares Russell 1000 Value ETF 3.1 19 21 6.6 +0.4
RFV Invesco S&P Midcap 400 Pure Value ETF 3.1 35 5 9.3 +3.1
ISMD Inspire Small/Mid Cap ETF 3.1 54 -14 6.0 -0.2
ISCV iShares Morningstar Small Cap Value ETF 3.1 6 34 8.1 +1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.1 7 33 5.6 -0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.1 24 16 7.9 +1.7
HKND Humankind US Stock ETF 3.1 11 29 6.7 +0.5
AVUS Avantis U.S. Equity ETF 3.1 15 25 5.9 -0.3
FNDB Schwab Fundamental US Broad Market Index ETF 3.1 25 15 6.9 +0.7
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.5 +0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 31 5.8 -0.5
AVUV Avantis U.S. Small Cap Value ETF 3.1 25 15 10.0 +3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.0 65 -25 4.2 -2.1
VEGN US Vegan Climate ETF 3.0 60 -20 4.4 -1.8
DIVS SmartETFs Dividend Builder ETF 3.0 65 -25 4.6 -1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 3.0 60 -20 6.0 -0.2
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 -18 8.8 +2.6
IUSV iShares Core S&P US Value ETF 2.9 4 36 6.8 +0.6
PFM Invesco Dividend Achievers ETF 2.9 53 -13 5.6 -0.6
DIVL Madison Dividend Value ETF 2.9 65 -25 5.9 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 22 6.2 -0.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 22 6.7 +0.5
DFAS Dimensional U.S. Small Cap ETF 2.9 26 14 5.8 -0.4
VIG Vanguard Dividend Appreciation ETF 2.9 6 34 5.6 -0.6
SMLF iShares U.S. SmallCap Equity Factor ETF 2.9 15 25 5.9 -0.3
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 27 6.8 +0.6
ACWV iShares MSCI Global Min Vol Factor ETF 2.8 20 20 6.6 +0.4
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -38 8.8 +2.6
IVE iShares S&P 500 Value ETF 2.8 18 22 6.6 +0.4
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 36 6.7 +0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.8 75 -35 2.9 -3.3
VSDA VictoryShares Dividend Accelerator ETF 2.8 35 5 5.9 -0.3
DEUS Xtrackers Russell US Multifactor ETF 2.8 17 23 6.9 +0.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.7 12 28 7.5 +1.3
LEAD Siren DIVCON Leaders Dividend ETF 2.7 43 -3 4.8 -1.4
PWB Invesco Large Cap Growth ETF 2.7 56 -16 2.9 -3.3
JHML John Hancock Multifactor Large Cap ETF 2.7 29 11 5.5 -0.7
VB Vanguard Small-Cap ETF 2.7 5 35 5.2 -1.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.7 106 -66 2.8 -3.4
JMOM JPMorgan U.S. Momentum Factor ETF 2.7 12 28 4.6 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 2.7 4 36 6.6 +0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.7 10 30 4.5 -1.7
MGV Vanguard Mega Cap Value ETF 2.6 7 33 6.8 +0.6
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.2 -1.0
EQUL IQ Engender Equality ETF 2.6 45 -5 6.6 +0.4
DUSA Davis Select U.S. Equity ETF 2.6 61 -21 7.1 +0.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.6 20 20 7.8 +1.6
JHSC John Hancock Multifactor Small Cap ETF 2.6 42 -2 6.0 -0.2
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 30 7.6 +1.4
SSLY Syntax Stratified SmallCap ETF 2.6 40 0 7.2 +1.0
FSST Fidelity Sustainable U.S. Equity ETF 2.6 59 -19 4.7 -1.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 15 25 8.6 +2.4
DFSV Dimensional US Small Cap Value ETF 2.5 31 9 8.7 +2.5
GLRY Inspire Faithward Mid Cap Momentum ETF 2.5 80 -40 8.0 +1.8
DFND Siren DIVCON Dividend Defender ETF 2.5 189 -149 3.7 -2.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.5 13 27 5.2 -1.0
IJR iShares Core S&P Small Cap ETF 2.5 6 34 7.8 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.5 3 37 7.8 +1.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 5 5.4 -0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.5 10 30 4.6 -1.7
JOET Virtus Terranova US Quality Momentum ETF 2.5 29 11 4.9 -1.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.5 15 25 10.2 +4.0
FDWM Fidelity Women's Leadership ETF 2.4 59 -19 4.7 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.5 -0.8
BOUT Innovator IBD Breakout Opportunities ETF 2.4 81 -41 4.1 -2.1
FLLV Franklin U.S. Low Volatility ETF 2.4 29 11 5.7 -0.5
BGIG Bahl & Gaynor Income Growth ETF 2.4 45 -5 5.3 -0.9
SCHA Schwab U.S. Small-Cap ETF 2.4 4 36 4.7 -1.5
NULC Nuveen ESG Large-Cap ETF 2.4 21 19 5.4 -0.8
VXF Vanguard Extended Market ETF 2.4 6 34 3.8 -2.4
KRUZ Unusual Whales Subversive Republican Trading ETF 2.4 75 -35 4.7 -1.5
RNLC First Trust Large Cap US Equity Select ETF 2.4 60 -20 6.0 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.4 24 16 7.7 +1.5
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.4 35 5 5.2 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 5.5 -0.7
DIVY Sound Equity Dividend Income ETF 2.4 45 -5 11.2 +5.0
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 11 6.9 +0.7
ILCV iShares Morningstar Value ETF 2.4 4 36 6.7 +0.5
GURU Global X Guru Index ETF 2.3 75 -35 3.7 -2.5
INNO Harbor Disruptive Innovation ETF 2.3 75 -35 -3.6 -9.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 23 5.6 -0.7
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -10 3.5 -2.7
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 22 8.9 +2.7
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 25 9.0 +2.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 25 5.6 -0.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.3 15 25 7.3 +1.1
ESIX SPDR S&P SmallCap 600 ESG ETF 2.3 12 28 7.3 +1.1
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 25 3.4 -2.8
OSCV Opus Small Cap Value ETF 2.3 79 -39 6.0 -0.2
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 30 4.8 -1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.3 17 23 5.3 -0.9
GRPM Invesco S&P MidCap 400 GARP ETF 2.3 35 5 9.8 +3.6
DGRO iShares Core Dividend Growth ETF 2.3 8 32 6.5 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 20 6.0 -0.2
FLV American Century Focused Large Cap Value ETF 2.3 42 -2 6.5 +0.3
ESGS Columbia U.S. ESG Equity Income ETF 2.3 35 5 6.3 +0.1
IUS Invesco RAFI Strategic US ETF 2.3 19 21 7.1 +0.9
NUSC Nuveen ESG Small-Cap ETF 2.3 31 9 5.0 -1.3
DTD WisdomTree U.S. Total Dividend Fund 2.2 28 12 6.5 +0.3
JVAL JPMorgan U.S. Value Factor ETF 2.2 12 28 8.2 +2.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.2 15 25 7.9 +1.7
STXK Strive Small-Cap ETF 2.2 18 22 5.1 -1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -5 4.5 -1.7
DHS WisdomTree U.S. High Dividend Fund 2.2 38 2 9.0 +2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 25 6.6 +0.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.2 6 34 2.3 -3.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.1 29 11 8.0 +1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 2.1 20 20 6.9 +0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.5 -0.7
SCHD Schwab US Dividend Equity ETF 2.1 6 34 8.2 +2.0
FDIV MarketDesk Focused U.S. Dividend ETF 2.1 35 5 8.6 +2.4
FTGS First Trust Growth Strength ETF 2.1 60 -20 6.2 -0.0
IWX iShares Russell Top 200 Value ETF 2.1 20 20 6.5 +0.3
SFYX SoFi Next 500 ETF 2.1 0 40 5.5 -0.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.1 30 10 9.9 +3.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 25 4.7 -1.5
WBIY WBI Power Factor High Dividend ETF 2.1 100 -60 11.1 +4.9
LRGF iShares U.S. Equity Factor ETF 2.1 8 32 5.8 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 28 4.9 -1.3
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 9.5 +3.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -35 4.6 -1.7
TMFX Motley Fool Next Index ETF 2.0 50 -10 3.1 -3.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.0 25 15 5.9 -0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -35 5.1 -1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.5 +0.3
VTWV Vanguard Russell 2000 Value ETF 2.0 15 25 5.7 -0.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 39 1 4.0 -2.2
DWLD Davis Select Worldwide ETF 2.0 63 -23 5.8 -0.4
IWN iShares Russell 2000 Value ETF 2.0 24 16 5.6 -0.6
VLUE iShares MSCI USA Value Factor ETF 2.0 15 25 10.6 +4.4
SPGP Invesco S&P 500 GARP ETF 2.0 34 6 8.5 +2.3
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 25 5.0 -1.2
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 13 7.7 +1.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -55 1.5 -4.7
AVSC Avantis U.S Small Cap Equity ETF 1.9 25 15 5.1 -1.1
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.5 -0.7
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 31 4.8 -1.4
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 5.2 -1.0
FLRG Fidelity U.S. Multifactor ETF 1.9 15 25 6.9 +0.7
VOOV Vanguard S&P 500 Value ETF 1.9 10 30 5.5 -0.7
SNPE Xtrackers S&P 500 ESG ETF 1.9 10 30 5.2 -1.1
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 10 6.0 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 6.1 -0.1
ROSC Hartford Multifactor Small Cap ETF 1.9 34 6 9.7 +3.5
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 6.2 -0.0
WCEO Hypatia Women CEO ETF 1.9 85 -45 5.6 -0.6
DEMZ Democratic Large Cap Core ETF 1.9 45 -5 4.0 -2.2
CVY Invesco Zacks Multi-Asset Income ETF 1.8 106 -66 10.5 +4.3
FFTY Innovator IBD 50 ETF 1.8 80 -40 -0.5 -6.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.8 39 1 9.0 +2.8
SMMD iShares Russell 2500 ETF 1.8 15 25 5.8 -0.4
RPG Invesco S&P 500 Pure Growth ETF 1.8 35 5 3.3 -3.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.8 85 -45 5.1 -1.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 15 6.5 +0.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.8 -1.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 6.0 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 5.6 -0.6
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 5.0 -1.3
APUE ActivePassive U.S. Equity ETF 1.7 45 -5 4.9 -1.4
SMCP AlphaMark Actively Managed Small Cap ETF 1.7 90 -50 0.0 -6.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 10 7.3 +1.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 20 4.9 -1.3
ITAN Sparkline Intangible Value ETF 1.7 50 -10 5.9 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 1.7 6 34 4.0 -2.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 36 5.4 -0.8
KBWD Invesco KBW High Dividend Yield Financial ETF 1.6 384 -344 8.8 +2.6
DFUS Dimensional U.S. Equity ETF 1.6 9 31 5.0 -1.2
LCF Touchstone US Large Cap Focused ETF 1.6 69 -29 4.4 -1.9
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 30 4.9 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 30 4.9 -1.3
BLES Inspire Global Hope ETF 1.6 61 -21 6.2 +0.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.6 65 -25 7.9 +1.7
EPS WisdomTree U.S. LargeCap Fund 1.6 8 32 6.2 -0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 37 5.3 -1.0
VONE Vanguard Russell 1000 ETF 1.6 8 32 5.0 -1.2
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.9 -1.3
VTI Vanguard Total Stock Market ETF 1.6 3 37 4.9 -1.3
IWB iShares Russell 1000 ETF 1.6 15 25 5.0 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 37 5.0 -1.2
VTHR Vanguard Russell 3000 ETF 1.6 10 30 4.9 -1.3
IYY iShares Dow Jones U.S. ETF 1.6 20 20 4.9 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 6.5 +0.3
IWV iShares Russell 3000 ETF 1.6 20 20 4.8 -1.4
SCHB Schwab U.S. Broad Market ETF 1.6 3 37 5.0 -1.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.6 29 11 7.2 +1.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 31 3.8 -2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 29 5.0 -1.2
SCHK Schwab 1000 Index ETF 1.6 5 35 5.1 -1.1
SUSA iShares MSCI USA ESG Select ETF 1.6 25 15 5.1 -1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.6 32 8 4.9 -1.3
REVS Columbia Research Enhanced Value ETF 1.6 19 21 7.8 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 27 2.7 -3.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -35 4.6 -1.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 28 7.2 +1.0
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 5.1 -1.1
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 4.7 -1.5
DGT SPDR Global Dow ETF 1.5 50 -10 6.6 +0.4
PBUS Invesco MSCI USA ETF 1.5 4 36 5.1 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 29 5.1 -1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 33 5.0 -1.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 11 5.0 -1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 15 25 6.7 +0.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 20 4.9 -1.3
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -12 7.3 +1.1
VNSE Natixis Vaughan Nelson Select ETF 1.5 80 -40 3.2 -3.1
CSMD Congress SMid Growth ETF 1.5 69 -29 3.8 -2.4
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 37 5.1 -1.1
VV Vanguard Large-Cap ETF 1.5 4 36 5.0 -1.2
VOO Vanguard S&P 500 ETF 1.5 3 37 5.2 -1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 5.3 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -39 4.3 -1.9
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 38 5.1 -1.1
SPY SPDR S&P 500 ETF Trust 1.5 9 31 5.1 -1.1
IVV iShares Core S&P 500 ETF 1.5 3 37 5.1 -1.1
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.5 42 -2 7.3 +1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 7.4 +1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 5.1 -1.1
FQAL Fidelity Quality Factor ETF 1.5 15 25 5.6 -0.6
STRV Strive 500 ETF 1.5 5 35 5.0 -1.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 40 5.1 -1.1
DURA VanEck Durable High Dividend ETF 1.5 29 11 7.7 +1.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.4 38 2 8.0 +1.8
FMIL Fidelity New Millennium ETF 1.4 59 -19 4.0 -2.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 6.6 +0.4
SLYG SPDR S&P 600 Small Cap Growth ETF 1.4 15 25 6.6 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.4 61 -21 6.9 +0.7
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 40 12.4 +6.2
GDVD R3 Global Dividend Growth ETF 1.4 88 -48 5.8 -0.4
VTWO Vanguard Russell 2000 ETF 1.4 10 30 3.7 -2.5
VOTE TCW Transform 500 ETF 1.4 5 35 5.0 -1.2
IWM iShares Russell 2000 ETF 1.4 19 21 3.5 -2.7
PSC Principal U.S. Small-Cap ETF 1.4 38 2 7.7 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 5.5 -0.7
QGRO American Century U.S. Quality Growth ETF 1.3 29 11 4.9 -1.3
VALQ American Century U.S. Quality Value ETF 1.3 29 11 7.2 +1.0
STXD Strive 1000 Dividend Growth ETF 1.3 35 5 5.2 -1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -30 1.7 -4.5
BFOR ALPS Barron's 400 ETF 1.3 65 -25 7.2 +1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.3 80 -40 4.4 -1.8
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 15 6.9 +0.7
CHGX AXS Change Finance ESG ETF 1.3 49 -9 4.8 -1.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.3 36 4 10.8 +4.6
SFY SoFi Select 500 ETF 1.3 0 40 5.0 -1.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.3 7 33 9.6 +3.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 5.0 -1.2
FVAL Fidelity Value Factor ETF 1.2 15 25 7.0 +0.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 5.4 -0.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 10.8 +4.6
NTZG Nuveen Global Net Zero Transition ETF 1.2 56 -16 5.0 -1.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.2 35 5 10.0 +3.8
RVRB Reverb ETF 1.2 30 10 4.8 -1.4
HDUS Hartford Disciplined US Equity ETF 1.2 19 21 6.1 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 5 7.2 +1.0
RUNN Running Oak Efficient Growth ETF 1.2 58 -18 4.6 -1.6
KONG Formidable Fortress ETF 1.2 89 -49 6.0 -0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 1.2 27 13 8.6 +2.4
TOK iShares MSCI Kokusai ETF 1.2 26 14 5.2 -1.0
VOOG Vanguard S&P 500 Growth ETF 1.2 10 30 5.1 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.3 -0.9
PRAY FIS Christian Stock Fund 1.2 69 -29 5.7 -0.5
VBK Vanguard Small-Cap Growth ETF 1.1 7 33 1.4 -4.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.1 52 -12 6.9 +0.7
URTH iShares MSCI World ETF 1.1 24 16 5.3 -0.9
MGC Vanguard Mega Cap ETF 1.1 7 33 4.9 -1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 2 6.8 +0.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 28 4.3 -2.0
ACVF American Conservative Values ETF 1.1 75 -35 4.2 -2.0
GDEF Goldman Sachs Defensive Equity ETF 1.1 55 -15 4.3 -1.9
DEW WisdomTree Global High Dividend Fund 1.1 58 -18 9.1 +2.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.6 -2.6
HLGE Hartford Longevity Economy ETF 1.1 44 -4 6.3 +0.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -24 1.9 -4.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -12 6.6 +0.4
UDI USCF Dividend Income Fund 1.0 65 -25 7.2 +1.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 26 5.2 -1.0
IWL iShares Russell Top 200 ETF 1.0 15 25 4.8 -1.4
GLOF iShares Global Equity Factor ETF 1.0 20 20 7.1 +0.9
VT Vanguard Total World Stock ETF 1.0 7 33 5.0 -1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -31 0.8 -5.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -20 7.9 +1.7
ACWI iShares MSCI ACWI ETF 1.0 32 8 5.4 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 4 4.6 -1.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 -7 9.5 +3.3
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 11.2 +5.0
SPMO Invesco S&P 500 Momentum ETF 0.9 13 27 4.0 -2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.9 89 -49 8.8 +2.6
TTAC FCF US Quality ETF 0.9 59 -19 6.2 +0.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 25 4.7 -1.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 13.9 +7.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.8 15 25 5.8 -0.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 73 -33 11.4 +5.2
IWO iShares Russell 2000 Growth ETF 0.8 24 16 1.4 -4.8
VTWG Vanguard Russell 2000 Growth ETF 0.8 15 25 1.6 -4.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -8 5.9 -0.3
EES WisdomTree U.S. SmallCap Fund 0.7 38 2 9.8 +3.6
BTHM BlackRock Future U.S. Themes ETF 0.7 60 -20 4.5 -1.7
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 17 3.5 -2.7
ILCG iShares Morningstar Growth ETF 0.7 4 36 3.8 -2.4
RECS Columbia Research Enhanced Core ETF 0.7 15 25 5.4 -0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.7 60 -20 0.9 -5.3
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -35 7.6 +1.4
SQEW LeaderShares Equity Skew ETF 0.6 81 -41 5.9 -0.3
FDMO Fidelity Momentum Factor ETF 0.6 15 25 3.4 -2.8
GSPY Gotham Enhanced 500 ETF 0.6 50 -10 5.2 -1.0
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 3.4 -2.8
IWC iShares Micro-Cap ETF 0.6 60 -20 -4.0 -10.2
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 5.2 -1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 20 2.0 -4.2
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -9 5.8 -0.4
TXS Texas Capital Texas Equity Index ETF 0.6 49 -9 5.5 -0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.0 -2.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 1 8.6 +2.4
XSHQ Invesco S&P SmallCap Quality ETF 0.5 29 11 9.4 +3.2
FCPI Fidelity Stocks for Inflation ETF 0.5 15 25 8.7 +2.5
VIDI Vident International Equity Strategy ETF 0.5 61 -21 11.5 +5.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -20 5.9 -0.3
STXG Strive 1000 Growth ETF 0.5 18 22 4.0 -2.2
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.2 -3.0
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 4.4 -1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.5 18 22 4.0 -2.2
FPX First Trust US Equity Opportunities ETF 0.5 61 -21 0.6 -5.7
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -9 4.8 -1.4
IWF iShares Russell 1000 Growth ETF 0.4 19 21 4.4 -1.8
VONG Vanguard Russell 1000 Growth ETF 0.4 8 32 4.5 -1.7
SXQG ETC 6 Meridian Quality Growth ETF 0.4 100 -60 3.9 -2.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.6 -2.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 6.8 +0.6
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 1 7.2 +1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 5 6.9 +0.7
HDV iShares Core High Dividend ETF 0.4 8 32 8.5 +2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -19 2.6 -3.6
IVW iShares S&P 500 Growth ETF 0.4 18 22 4.2 -2.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 36 4.3 -1.9
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 4.5 -1.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -20 8.6 +2.4
EDOC Global X Telemedicine & Digital Health ETF Registered 0.3 68 -28 -4.6 -10.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.3 60 -20 -3.2 -9.4
OEF iShares S&P 100 ETF 0.3 20 20 4.8 -1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 6.4 +0.2
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 4.0 -2.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 10 8.8 +2.6
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -40 13.8 +7.6
CGUS Capital Group Core Equity ETF 0.3 33 7 4.6 -1.6
AIEQ AI Powered Equity ETF 0.2 75 -35 5.4 -0.8
TMFC Motley Fool 100 Index ETF 0.2 50 -10 3.7 -2.5
CGGR Capital Group Growth ETF 0.2 39 1 3.3 -2.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 -5 1.2 -5.0
ISRA VanEck Israel ETF 0.2 59 -19 8.1 +1.9
FINX Global X FinTech ETF 0.2 68 -28 2.9 -3.4
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.2 75 -35 1.6 -4.6
ARB AltShares Merger Arbitrage ETF 0.2 77 -37 0.6 -5.6
DUHP Dimensional US High Profitability ETF 0.1 21 19 6.8 +0.6
CGV Conductor Global Equity Value ETF 0.1 130 -90 10.2 +4.0
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 7.9 +1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 4.9 -1.3
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.3 -1.9
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 4.1 -2.1
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.8 -1.4
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 4.0 -2.2
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.3 -2.9
FDVV Fidelity High Dividend ETF 0.0 15 25 8.6 +2.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  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 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.2 %
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.