iShares U.S. Insurance ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 11.7x P/Sales
ratio		 1.4x
P/BV
ratio		 1.9x Div.
yield		 2.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Insurance ETF seeks to track the investment results of an index composed of U.S. equities in the insurance sector.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $465
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
PROGRESSIVE CORP 13.9 %
CHUBB LIMITED 12.9 %
TRAVELERS COS INC/THE 7.4 %
ALLSTATE CORP 6.7 %
AFLAC INC 4.6 %
METLIFE INC 4.4 %
AMERICAN INTERNATIONAL GROUP 4.4 %
PRUDENTIAL FINANCIAL INC 4.3 %
HARTFORD FINANCIAL SVCS GRP 4.1 %
ARCH CAPITAL GROUP LTD 3.8 %
Total 66.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 81.6 %
SWITZERLAND 12.9 %
BERMUDA 5.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.3% -3.3% 11.7% 11.6% 6.7%

Market Correlations
versus... Beta R-squared
S&P500 0.24 4%
MSCI EAFE 0.22 5%
MSCI Emg. Mkts. -0.01 0%

Technical Indicators
Recent close $142.98
30d moving avg. $136.96
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 64

Liquidity measures
Avg. volume (thou.) 137
Turnover 4.2%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 622 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™: 6.6%


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 47.6 35 5 6.2 -0.4
FXO First Trust Financials AlphaDEX Fund 26.4 62 -22 7.6 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.5 40 0 6.0 -0.6
USCF Themes US Cash Flow Champions ETF 14.1 29 11 7.5 +0.9
IYF iShares U.S. Financials ETF 13.6 40 0 5.4 -1.2
LGCF Themes US Cash Flow Champions ETF 12.3 30 10 7.0 +0.4
LYLD Cambria Large Cap Shareholder Yield ETF 12.3 59 -19 8.0 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 1 6.1 -0.5
RDVY First Trust Rising Dividend Achievers ETF 11.2 50 -10 4.8 -1.8
VFH Vanguard Financials ETF 10.8 9 31 5.8 -0.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.8 49 -9 4.7 -1.9
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -32 5.6 -1.0
FNCL Fidelity MSCI Financials Index ETF 10.6 8 32 5.7 -0.9
SHRY First Trust Bloomberg Shareholder Yield ETF 10.2 60 -20 8.5 +1.9
XLF Financial Select Sector SPDR 9.7 8 32 5.4 -1.2
GVLU Gotham 1000 Value ETF 9.7 50 -10 8.1 +1.5
DFNL Davis Select Financial ETF 9.6 63 -23 6.9 +0.3
FSCS First Trust SMID Capital Strength ETF 9.5 60 -20 6.8 +0.2
RNMC First Trust Mid Cap US Equity Select ETF 9.3 60 -20 6.6 +0.0
AVIE Avantis  Inflation Focused Equity ETF 9.0 25 15 6.0 -0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.9 70 -30 4.6 -2.0
SPGP Invesco S&P 500 GARP ETF 8.9 34 6 5.6 -1.0
MBOX Freedom Day Dividend ETF 8.7 39 1 6.6 -0.0
PWV Invesco Large Cap Value ETF 8.6 55 -15 5.9 -0.7
AVMV Avantis U.S. Mid Cap Value ETF 8.6 20 20 7.1 +0.5
DVY iShares Select Dividend ETF 8.5 38 2 7.8 +1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.3 30 10 7.4 +0.8
FTDS First Trust Dividend Strength ETF 8.3 70 -30 6.9 +0.3
FTA First Trust Large Cap Value AlphaDEX Fund 8.1 59 -19 7.4 +0.8
PKW Invesco Buyback Achievers ETF 8.0 62 -22 7.1 +0.4
FVD First Trust Value Line Dividend Index Fund 7.4 65 -25 5.5 -1.1
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 8.1 +1.5
VSDA VictoryShares Dividend Accelerator ETF 7.3 35 5 6.2 -0.4
AVLV Avantis U.S. Large Cap Value ETF 7.1 15 25 5.7 -0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.1 60 -20 5.6 -1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 7.0 39 1 7.1 +0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 6.9 40 0 6.5 -0.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 6.9 55 -15 8.5 +1.9
USMF WisdomTree U.S. Multifactor Fund 6.8 28 12 6.5 -0.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 6.8 20 20 7.1 +0.5
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 8.5 +1.9
VOE Vanguard Mid-Cap Value ETF 6.6 7 33 6.6 -0.0
KAT Scharf ETF 6.6 87 -47 6.2 -0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 6.6 67 -27 8.3 +1.7
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.3 -1.3
ULVM VictoryShares US Value Momentum ETF 6.5 20 20 5.9 -0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 6.5 70 -30 9.2 +2.6
RAYD Rayliant Quantitative Developed Market Equity ETF 6.5 80 -40 3.4 -3.2
XMLV Invesco S&P MidCap Low Volatility ETF 6.4 25 15 6.5 -0.1
JOET Virtus Terranova US Quality Momentum ETF 6.3 29 11 3.8 -2.8
SIXL ETC 6 Meridian Low Beta Equity ETF 6.2 80 -40 5.7 -0.9
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -66 9.7 +3.1
SDY State Street SPDR S&P Dividend ETF 6.1 35 5 5.9 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.9 80 -40 6.5 -0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.9 75 -35 5.8 -0.8
PY Principal Value ETF 5.8 15 25 6.9 +0.3
IMCV iShares Morningstar Mid-Cap Value ETF 5.8 6 34 6.7 +0.1
BRIF FIS Bright Portfolios Focused Equity ETF 5.7 65 -25 3.3 -3.3
DEUS Xtrackers Russell US Multifactor ETF 5.7 17 23 6.3 -0.3
SYLD Cambria Shareholder Yield ETF 5.6 59 -19 9.8 +3.2
DIVN Horizon Dividend Income ETF 5.6 70 -30 6.5 -0.1
LEAD Siren DIVCON Leaders Dividend ETF 5.5 43 -3 3.6 -3.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 5.5 15 25 6.2 -0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.7 +0.1
ABEQ Absolute Select Value ETF 5.3 85 -45 4.5 -2.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.3 35 5 6.6 +0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.3 38 2 6.6 0.0
ROUS Hartford Multifactor US Equity ETF 5.3 19 21 5.4 -1.2
DON WisdomTree U.S. MidCap Dividend Fund 5.3 38 2 7.9 +1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 15 5.0 -1.6
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 15 4.9 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.0 35 5 10.7 +4.1
IXG iShares Global Financials ETF 5.0 42 -2 5.8 -0.8
DFLV Dimensional US Large Cap Value ETF 4.9 22 18 6.0 -0.6
PRXV Praxis Impact Large Cap Value ETF 4.9 36 4 5.4 -1.2
AVUV Avantis U.S. Small Cap Value ETF 4.9 25 15 7.6 +1.0
FSGS First Trust SMID Growth Strength ETF 4.9 60 -20 4.7 -1.9
NUDV Nuveen ESG Dividend ETF 4.8 26 14 6.0 -0.6
TPHD Timothy Plan High Dividend Stock ETF 4.8 52 -12 5.9 -0.7
RNSC Furst Trust Small Cap US Equity Select ETF 4.8 60 -20 4.5 -2.1
TMDV ProShares Russell US Dividend Growers ETF 4.7 35 5 6.0 -0.6
SMCF Themes US Small Cap Cash Flow Champions ETF 4.7 29 11 9.3 +2.7
AVMC Avantis U.S. Mid Cap Equity ETF 4.6 18 22 6.0 -0.6
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 5.2 -1.4
VAMO Cambria Value & Momentum ETF 4.6 61 -21 5.2 -1.5
ROE Astoria US Quality Kings ETF 4.6 49 -9 5.3 -1.3
DFAT Dimensional U.S. Targeted Value ETF 4.6 28 12 8.2 +1.6
FBCV Fidelity Blue Chip Value ETF 4.6 59 -19 5.5 -1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 4.6 20 20 5.5 -1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 5.2 -1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.5 65 -25 4.8 -1.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.5 59 -19 4.9 -1.7
VFVA Vanguard U.S. Value Factor ETF 4.4 13 27 8.9 +2.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.4 60 -20 4.8 -1.8
QLV FlexShares US Quality Low Volatility Index Fund 4.4 22 18 5.0 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.4 -1.2
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -14 5.9 -0.7
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 5 5.7 -0.9
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -15 5.0 -1.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.3 39 1 9.0 +2.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.3 35 5 6.6 +0.0
VFMF Vanguard U.S. Multifactor ETF 4.3 18 22 6.3 -0.3
VFMV Vanguard U.S. Minimum Volatility ETF 4.3 13 27 5.7 -0.9
STXV Strive 1000 Value ETF 4.3 18 22 6.7 +0.1
EBI Longview Advantage ETF 4.2 35 5 5.8 -0.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.2 12 28 5.5 -1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 4.2 35 5 10.7 +4.1
XOEF iShares S&P 500 ex S&P 100 ETF 4.1 20 20 4.6 -2.0
FTCS First Trust Capital Strength ETF 4.1 55 -15 5.5 -1.2
BGDV Bahl & Gaynor Dividend ETF 4.1 45 -5 3.9 -2.8
FNX First Trust Mid Cap Core AlphaDEX Fund 4.1 60 -20 6.1 -0.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.0 18 22 5.1 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.0 30 10 3.7 -2.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.0 15 25 7.6 +1.0
IJJ iShares S&P Mid-Cap 400 Value ETF 4.0 18 22 7.6 +1.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.0 10 30 7.7 +1.1
AVSU Avantis Responsible U.S. Equity ETF 3.9 15 25 4.8 -1.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.3 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 3.9 15 25 5.3 -1.3
QDIV Global X S&P 500 Quality Dividend ETF 3.9 20 20 7.7 +1.1
DIVY Sound Equity Dividend Income ETF 3.9 45 -5 7.7 +1.1
HDV iShares Core High Dividend ETF 3.9 8 32 29.3 +22.7
EZM WisdomTree U.S. MidCap Fund 3.9 38 2 7.8 +1.2
SPDV AAM S&P 500 High Dividend Value ETF 3.9 29 11 10.6 +4.0
JHMM John Hancock Multifactor Mid Cap ETF 3.9 42 -2 5.4 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -15 4.0 -2.6
EVUS iShares ESG Aware MSCI USA Value ETF 3.8 18 22 5.5 -1.1
ISCV iShares Morningstar Small Cap Value ETF 3.8 6 34 7.4 +0.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.8 60 -20 9.4 +2.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.8 52 -12 4.8 -1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.8 35 5 5.7 -0.9
LST Leuthold Select Industries ETF 3.7 91 -51 4.8 -1.8
EQIN Columbia US Equity Income ETF 3.7 35 5 6.0 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 7.5 +0.9
VO Vanguard Mid-Cap ETF 3.7 4 36 20.7 +14.1
DIA SPDR Dow Jones Industrial Average ETF 3.7 16 24 4.6 -2.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 8.4 +1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.6 15 25 7.8 +1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.6 12 28 6.1 -0.5
NUMV Nuveen ESG Mid-Cap Value ETF 3.6 31 9 5.3 -1.3
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 1 7.1 +0.5
DFUV Dimensional US Marketwide Value ETF 3.6 22 18 6.0 -0.6
DHS WisdomTree U.S. High Dividend Fund 3.6 38 2 7.8 +1.2
VFQY Vanguard U.S. Quality Factor ETF 3.6 13 27 5.3 -1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.6 15 25 6.0 -0.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.6 20 20 5.9 -0.7
YLDE ClearBridge Dividend Strategy ESG ETF 3.6 60 -20 5.1 -1.5
IWS iShares Russell Mid-Cap Value ETF 3.5 23 17 5.8 -0.8
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -12 6.3 -0.3
HOMZ Hoya Capital Housing ETF 3.5 30 10 9.7 +3.1
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 5.9 -0.7
PSCF Invesco S&P SmallCap Financials ETF 3.5 29 11 7.8 +1.2
BGIG Bahl & Gaynor Income Growth ETF 3.5 45 -5 4.4 -2.2
CHGX AXS Change Finance ESG ETF 3.4 49 -9 4.3 -2.3
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 5.7 -0.9
FSMD Fidelity Small-Mid Multifactor ETF 3.4 15 25 6.4 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 5.3 -1.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.3 25 15 7.3 +0.7
NULV Nuveen ESG Large-Cap Value ETF 3.3 26 14 5.1 -1.5
IMCB iShares Morningstar Mid-Cap ETF 3.3 4 36 5.0 -1.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.3 35 5 6.2 -0.4
VBR Vanguard Small Cap Value ETF 3.2 7 33 7.6 +1.0
ACSI American Customer Satisfaction ETF 3.2 65 -25 4.3 -2.3
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -10 4.6 -2.0
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 22 4.5 -2.1
JQUA JPMorgan U.S. Quality Factor ETF 3.2 12 28 4.9 -1.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.2 15 25 5.0 -1.7
BIBL Inspire 100 ETF 3.2 35 5 4.1 -2.5
KRMA Global X Conscious Companies ETF 3.2 43 -3 5.1 -1.5
GOP Unusual Whales Subversive Republican Trading ETF 3.1 50 -10 4.2 -2.4
FDLO Fidelity Low Volatility Factor ETF 3.1 15 25 4.8 -1.8
VYM Vanguard High Dividend Yield Index ETF 3.1 6 34 6.0 -0.6
SIZE iShares MSCI USA Size Factor ETF 3.1 15 25 5.4 -1.3
WBIY WBI Power Factor High Dividend ETF 3.1 100 -60 11.6 +5.0
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.6 -1.0
FVAL Fidelity Value Factor ETF 3.1 15 25 5.9 -0.8
BELT iShares Long-Term U.S. Equity Active ETF 3.1 75 -35 2.2 -4.4
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 31 5.4 -1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -25 5.0 -1.6
SUSA iShares MSCI USA ESG Select ETF 3.0 25 15 3.9 -2.7
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -2 5.8 -0.8
VDIG Vanguard Wellington Dividend Growth Active ETF 3.0 40 0 4.4 -2.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.0 15 25 6.6 -0.0
ACWV iShares MSCI Global Min Vol Factor ETF 3.0 20 20 5.7 -0.9
JHDV John Hancock U.S. High Dividend ETF 3.0 34 6 5.8 -0.8
DXUV Dimensional US Vector Equity ETF 3.0 28 12 5.1 -1.5
FLDZ RiverNorth Patriot ETF 3.0 75 -35 6.0 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 5.1 -1.5
NUSC Nuveen ESG Small-Cap ETF 2.9 31 9 4.8 -1.8
AVUS Avantis U.S. Equity ETF 2.9 15 25 4.7 -1.9
ETHO Etho Climate Leadership U.S. ETF 2.9 47 -7 4.0 -2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.8 12 28 5.8 -0.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.8 7 33 6.5 -0.1
VUSV Vanguard Wellington U.S. Value Active ETF 2.8 30 10 5.6 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.8 58 -18 5.1 -1.5
IWR iShares Russell Midcap ETF 2.8 19 21 5.2 -1.4
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -45 3.6 -3.0
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.4 -2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 -20 6.6 +0.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.8 65 -25 3.5 -3.1
WCEO Hypatia Women CEO ETF 2.8 85 -45 4.4 -2.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.7 4 36 5.6 -1.1
DFAS Dimensional U.S. Small Cap ETF 2.7 26 14 5.4 -1.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.7 50 -10 8.1 +1.5
DUSA Davis Select U.S. Equity ETF 2.7 61 -21 6.7 +0.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.7 15 25 5.0 -1.6
MAGA Point Bridge America First ETF 2.7 72 -32 5.0 -1.6
SXQG ETC 6 Meridian Quality Growth ETF 2.7 100 -60 3.0 -3.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 25 6.0 -0.6
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.5 -3.1
MDY SPDR S&P Midcap 400 ETF Trust 2.7 23 17 5.8 -0.8
BEEX BeeHive ETF 2.7 84 -44 3.7 -2.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 20 8.4 +1.8
VTV Vanguard Value ETF 2.7 4 36 5.7 -0.9
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 36 5.8 -0.8
GPT Intelligent Alpha Atlas ETF 2.6 69 -29 6.1 -0.5
DWLD Davis Select Worldwide ETF 2.6 63 -23 6.7 +0.1
FMDE Fidelity Enhanced Mid Cap ETF 2.6 23 17 5.3 -1.3
DFSV Dimensional US Small Cap Value ETF 2.6 31 9 8.4 +1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.6 36 4 7.7 +1.1
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.2 -1.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.6 45 -5 8.9 +2.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.6 3 37 6.0 -0.6
FLRG Fidelity U.S. Multifactor ETF 2.6 15 25 5.8 -0.8
QUVU Hartford Quality Value ETF 2.6 46 -6 5.3 -1.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 7 33 5.9 -0.7
ABIG Argent Large Cap ETF 2.6 49 -9 4.3 -2.3
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.2 -1.4
IJH iShares Core S&P Mid-Cap ETF 2.5 5 35 6.0 -0.6
QDF FlexShares Quality Dividend Index Fund 2.5 37 3 5.2 -1.4
REVS Columbia Research Enhanced Value ETF 2.5 19 21 6.4 -0.2
PRF Invesco FTSE RAFI US 1000 ETF 2.5 34 6 5.5 -1.1
ROSC Hartford Multifactor Small Cap ETF 2.5 34 6 6.8 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 5.3 -1.3
JHML John Hancock Multifactor Large Cap ETF 2.5 29 11 4.4 -2.2
WTV WisdomTree US Value ETF 2.5 12 28 7.6 +1.0
DFVX Dimensional US Large Cap Vector ETF 2.5 22 18 5.2 -1.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 33 9.8 +3.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.5 78 -38 9.6 +3.0
XMHQ Invesco S&P MidCap Quality ETF 2.5 25 15 5.9 -0.7
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.6 -2.0
SMOX Horizon Small/Mid Cap Core Equity ETF 2.5 75 -35 5.2 -1.5
VONV Vanguard Russell 1000 Value ETF 2.5 7 33 5.2 -1.4
TOGA Tremblant Global ETF 2.4 69 -29 -0.2 -6.8
VIG Vanguard Dividend Appreciation ETF 2.4 5 35 4.8 -1.8
STXM Strive Mid-Cap ETF 2.4 18 22 5.9 -0.7
SPHQ Invesco S&P 500 Quality ETF 2.4 15 25 4.6 -2.0
IWD iShares Russell 1000 Value ETF 2.4 19 21 5.1 -1.5
AFMC First Trust Active Factor Mid Cap ETF 2.4 65 -25 6.9 +0.3
AIEQ AI Powered Equity ETF 2.4 75 -35 3.6 -3.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 5.9 -0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.4 7 33 5.2 -1.4
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.4 -1.2
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 5 2.7 -4.0
STXK Strive Small-Cap ETF 2.4 18 22 5.0 -1.6
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 11 6.0 -0.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 22 6.7 +0.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 16 7.0 +0.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 1 6.9 +0.3
FDVV Fidelity High Dividend ETF 2.3 15 25 6.5 -0.1
EPS WisdomTree U.S. LargeCap Fund 2.3 8 32 4.7 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 2.3 17 23 4.6 -2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 36 5.0 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.3 17 23 4.8 -1.8
IUSV iShares Core S&P US Value ETF 2.3 4 36 5.7 -0.9
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 25 4.8 -1.8
USXF iShares ESG Advanced MSCI USA ETF 2.2 10 30 3.8 -2.8
PSET Principal Quality ETF 2.2 15 25 4.8 -1.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 4.8 -1.8
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.2 35 5 5.6 -1.0
TAX Cambria Tax Aware ETF 2.2 49 -9 4.1 -2.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.6 -1.0
LOWV AB US Low Volatility Equity ETF 2.2 48 -8 4.3 -2.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.2 29 11 7.2 +0.6
VOOV Vanguard S&P 500 Value ETF 2.2 7 33 5.6 -1.1
IVE iShares S&P 500 Value ETF 2.2 18 22 5.4 -1.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.2 5 35 7.4 +0.8
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.7 -2.9
JPEF JPMorgan Equity Focus ETF 2.2 50 -10 3.8 -2.9
SDOG ALPS Sector Dividend Dogs ETF 2.2 36 4 7.9 +1.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.2 15 25 8.5 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 2.2 65 -25 2.4 -4.2
VB Vanguard Small-Cap ETF 2.1 5 35 5.1 -1.5
OSCV Opus Small Cap Value ETF 2.1 79 -39 5.6 -1.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 3.4 -3.2
SCHD Schwab US Dividend Equity ETF 2.1 6 34 7.9 +1.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.1 12 28 3.2 -3.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 30 8.5 +1.9
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 15 4.3 -2.3
SCHV Schwab U.S. Large-Cap Value ETF 2.1 4 36 5.6 -1.1
PRAY FIS Christian Stock Fund 2.1 69 -29 4.0 -2.6
GQI Natixis Gateway Quality Income ETF 2.1 34 6 4.5 -2.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 6.0 -0.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -8 5.5 -1.1
VXF Vanguard Extended Market ETF 2.1 5 35 3.7 -2.9
IJS iShares S&P Small-Cap 600 Value ETF 2.1 18 22 8.4 +1.8
OPTZ Optimize Strategy Index ETF 2.1 50 -10 3.4 -3.2
PTL Inspire 500 ETF 2.1 9 31 4.5 -2.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 16 5.8 -0.8
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.3 -1.3
DCOR Dimensional US Core Equity 1 ETF 2.0 14 26 4.5 -2.1
FDWM Fidelity Women's Leadership ETF 2.0 59 -19 3.9 -2.7
SURE AdvisorShares Insiders Advantage ETF 2.0 90 -50 7.4 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 2.0 25 15 6.1 -0.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 29 11 5.6 -1.1
FTGS First Trust Growth Strength ETF 2.0 60 -20 3.6 -3.0
IUS Invesco RAFI Strategic US ETF 2.0 19 21 5.4 -1.2
SCHA Schwab U.S. Small-Cap ETF 2.0 4 36 4.3 -2.4
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 10 5.1 -1.5
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 15 6.0 -0.6
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -49 4.3 -2.3
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 13 7.9 +1.3
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.5 -2.1
DTD WisdomTree U.S. Total Dividend Fund 1.9 28 12 5.6 -1.0
BFOR ALPS Barron's 400 ETF 1.9 65 -25 21.2 +14.6
KBWD Invesco KBW High Dividend Yield Financial ETF 1.9 384 -344 16.9 +10.3
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 8.2 +1.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 31 4.3 -2.3
SMMD iShares Russell 2500 ETF 1.9 15 25 5.3 -1.3
IWX iShares Russell Top 200 Value ETF 1.9 20 20 4.8 -1.8
ILCV iShares Morningstar Value ETF 1.9 4 36 5.2 -1.4
DVGR DAC 3D Dividend Growth ETF 1.9 65 -25 4.7 -1.9
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 3.9 -2.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.9 12 28 3.8 -2.8
MODL VictoryShares WestEnd U.S. Sector ETF 1.8 42 -2 4.0 -2.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.8 35 5 6.5 -0.1
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 37 6.0 -0.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 33 5.8 -0.8
TMFX Motley Fool Next Index ETF 1.8 50 -10 2.8 -3.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 31 3.5 -3.1
DIVB iShares Core Dividend ETF 1.8 5 35 6.6 +0.0
XJR iShares ESG Screened S&P Small-Cap ETF 1.8 12 28 5.8 -0.8
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 31 4.8 -1.8
TIIV AAM Todd International Intrinsic Value ETF 1.8 54 -14 9.5 +2.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -20 7.2 +0.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.8 89 -49 7.3 +0.7
XSHQ Invesco S&P SmallCap Quality ETF 1.7 29 11 6.6 -0.1
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 15 4.1 -2.5
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -20 7.8 +1.2
IJR iShares Core S&P Small Cap ETF 1.7 6 34 6.0 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 4.4 -2.2
DFAU Dimensional US Core Equity Market ETF 1.7 12 28 4.3 -2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 12 5.3 -1.3
JVAL JPMorgan U.S. Value Factor ETF 1.7 12 28 6.6 +0.0
XMAG Defiance Large Cap ex-Mag 7 ETF 1.6 35 5 4.3 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 3.9 -2.7
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 4.6 -2.0
VLUE iShares MSCI USA Value Factor ETF 1.6 15 25 6.3 -0.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -21 5.0 -1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.6 32 8 3.9 -2.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 2.1 -4.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -33 9.1 +2.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 7.7 +1.1
MGV Vanguard Mega Cap Value ETF 1.6 7 33 5.3 -1.3
DSI iShares MSCI KLD 400 Social ETF 1.6 25 15 4.1 -2.5
MDLV Morgan Dempsey Large Cap Value ETF 1.6 58 -18 5.8 -0.8
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 15 5.8 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 31 4.1 -2.5
BLCR iShares Large Cap Core Active ETF 1.5 36 4 2.9 -3.7
BOUT Innovator IBD Breakout Opportunities ETF 1.5 81 -41 2.8 -3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 7.4 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 1.5 12 28 3.3 -3.3
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 25 4.1 -2.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 2 3.8 -2.8
USSE Segall Bryant & Hamill Select Equity ETF 1.5 65 -25 3.0 -3.6
SFGV Sequoia Global Value ETF 1.5 23 17 7.0 +0.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.5 19 21 4.8 -1.8
QLC FlexShares US Quality Large Cap Index Fund 1.5 25 15 4.5 -2.2
ESGV Vanguard ESG U.S. Stock ETF 1.5 9 31 4.1 -2.5
YOKE Yoke Core ETF 1.5 42 -2 3.7 -2.9
RJDI RJ Eagle Dividend Select Income ETF 1.5 55 -15 4.4 -2.2
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 22 4.3 -2.3
FESM Fidelity Enhanced Small Cap ETF 1.5 28 12 2.1 -4.5
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 25 3.5 -3.1
DSPY Tema S&P 500 Historical Weight ETF 1.5 18 22 4.3 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 1.5 15 25 5.6 -1.0
LCF Touchstone US Large Cap Focused ETF 1.5 69 -29 3.6 -3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 30 3.5 -3.2
EES WisdomTree U.S. SmallCap Fund 1.5 38 2 7.4 +0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 4 4.1 -2.5
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.3 -2.3
ISMD Inspire Small/Mid Cap ETF 1.5 54 -14 4.7 -1.9
STOX Horizon Core Equity ETF 1.5 70 -30 3.5 -3.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 3.5 -3.2
SFTY Horizon Managed Risk ETF 1.4 77 -37 3.4 -3.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 34 2.7 -3.9
GKAT Scharf Global Opportunity ETF 1.4 57 -17 5.9 -0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -35 4.8 -1.8
WSML iShares MSCI World Small-Cap ETF 1.4 15 25 5.3 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 26 4.1 -2.5
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 3.9 -2.7
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 4.2 -2.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 5 5.7 -1.0
BLES Inspire Global Hope ETF 1.4 61 -21 5.7 -0.9
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.0 -4.6
PSC Principal U.S. Small-Cap ETF 1.4 38 2 3.5 -3.1
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.3 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.3 29 11 4.0 -2.6
TOPC iShares S&P 500 3% Capped ETF 1.3 15 25 4.3 -2.3
PBUS Invesco MSCI USA ETF 1.3 4 36 4.2 -2.4
CGUS Capital Group Core Equity ETF 1.3 33 7 3.5 -3.1
ASLV Allspring Special Large Value ETF 1.3 35 5 5.0 -1.6
VTWV Vanguard Russell 2000 Value ETF 1.3 10 30 4.6 -2.0
DFUS Dimensional U.S. Equity ETF 1.3 9 31 4.0 -2.6
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 4.7 -1.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 4.2 -2.4
VEGN US Vegan Climate ETF 1.3 60 -20 3.4 -3.3
RSSL Global X Russell 2000 ETF 1.3 8 32 2.6 -4.0
IWN iShares Russell 2000 Value ETF 1.3 24 16 4.5 -2.1
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.2 -1.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 20 3.8 -2.8
SPXV ProShares S&P 500 Ex-Health Care ETF 1.3 9 31 3.9 -2.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.3 15 25 4.1 -2.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.3 10 30 4.1 -2.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.3 -2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 29 4.1 -2.5
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.1 -2.5
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.2 -2.4
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.2 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.3 15 25 4.2 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.2 8 32 4.1 -2.5
IWM iShares Russell 2000 ETF 1.2 19 21 2.5 -4.1
VTHR Vanguard Russell 3000 ETF 1.2 7 33 4.1 -2.5
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 23 4.1 -2.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 20 4.2 -2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 15 5.3 -1.3
SNPE Xtrackers S&P 500 ESG ETF 1.2 10 30 4.3 -2.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.2 3 37 4.1 -2.5
IWV iShares Russell 3000 ETF 1.2 20 20 4.0 -2.6
RAUS RACWI US ETF 1.2 15 25 4.1 -2.5
SCHK Schwab 1000 Index ETF 1.2 5 35 4.2 -2.4
IWB iShares Russell 1000 ETF 1.2 15 25 4.1 -2.5
IYY iShares Dow Jones U.S. ETF 1.2 20 20 4.0 -2.6
INRO iShares U.S. Industry Rotation Active ETF 1.2 42 -2 3.5 -3.1
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -19 3.5 -3.1
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.3 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 4.3 -2.3
IWO iShares Russell 2000 Growth ETF 1.2 24 16 0.5 -6.1
SCHX Schwab U.S. Large-Cap ETF 1.2 3 37 4.2 -2.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.2 9 31 4.0 -2.6
CHRI Global X S&P 500 Christian Values ETF 1.2 29 11 3.9 -2.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 20 3.9 -2.7
USEW Cambria US EW ETF 1.2 30 10 4.1 -2.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -31 -0.6 -7.2
ENHU iShares Enhanced Large Cap Core Active ETF 1.2 22 18 4.1 -2.5
DGT State Street SPDR Global Dow ETF 1.2 50 -10 5.7 -0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.2 7 33 4.1 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.2 2 38 4.1 -2.5
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 15 6.9 +0.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 40 4.1 -2.5
ITAN Sparkline Intangible Value ETF 1.2 50 -10 5.8 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 4.8 -1.8
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -39 3.4 -3.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.1 2 38 4.2 -2.4
SPY SPDR S&P 500 ETF 1.1 9 31 4.1 -2.5
VOO Vanguard S&P 500 ETF 1.1 3 37 4.2 -2.4
VSLU Applied Finance Valuation Large Cap ETF 1.1 49 -9 4.8 -1.8
VV Vanguard Large-Cap ETF 1.1 4 36 4.1 -2.5
GXLC Global X U.S. 500 ETF 1.1 2 38 4.1 -2.6
VOTE TCW Transform 500 ETF 1.1 5 35 4.1 -2.5
VTWO Vanguard Russell 2000 ETF 1.1 7 33 2.6 -4.0
IVV iShares Core S&P 500 ETF 1.1 3 37 4.2 -2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.1 60 -20 3.1 -3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 2 4.9 -1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.1 10 30 4.2 -2.4
ILCB iShares Morningstar U.S. Equity ETF 1.1 3 37 4.1 -2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.1 60 -20 6.1 -0.5
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -10 3.7 -2.9
RVRB Reverb ETF 1.1 30 10 3.7 -2.9
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.1 47 -7 7.2 +0.6
RCGE RockCreek Global Equality ETF 1.1 95 -55 5.8 -0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.1 18 22 3.9 -2.7
SVAL iShares US Small Cap Value Factor ETF 1.0 20 20 6.8 +0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.0 80 -40 3.8 -2.8
UDI USCF Dividend Income Fund 1.0 65 -25 6.4 -0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -20 4.4 -2.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.0 60 -20 6.0 -0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.0 60 -20 4.2 -2.4
RGEF Rockefeller Global Equity ETF 1.0 55 -15 3.8 -2.8
JEPI JPMorgan Equity Premium Income ETF 1.0 35 5 5.1 -1.5
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 4.8 -1.8
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 30 0.6 -6.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -35 3.1 -3.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 2 7.6 +1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 -3 4.8 -1.9
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.0 35 5 4.7 -1.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 56 -16 9.6 +3.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.0 20 20 4.3 -2.3
SWP SWP Growth & Income ETF 1.0 99 -59 4.3 -2.3
WLDR Affinity World Leaders Equity ETF 1.0 67 -27 5.9 -0.7
ACVF American Conservative Values ETF 1.0 75 -35 3.7 -2.9
DAK Dakota Active Equity ETF 1.0 43 -3 3.7 -2.9
FLQL Franklin LibertyQ U.S. Equity ETF 1.0 15 25 4.5 -2.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 2.8 -3.8
JAVA JPMorgan Active Value ETF 0.9 44 -4 5.3 -1.3
NIXT Research Affiliates Deletions ETF 0.9 9 31 6.1 -0.5
DIVL Madison Dividend Value ETF 0.9 65 -25 4.8 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 0.9 9 31 4.4 -2.2
ASCE Allspring SMID Core ETF 0.9 38 2 2.9 -3.7
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 3.6 -3.1
FFND Future Fund Active ETF 0.9 100 -60 4.3 -2.3
EQL Alps Equal Sector Weight ETF 0.9 25 15 5.0 -1.6
BLCV iShares Large Cap Value Active ETF 0.9 53 -13 6.0 -0.7
TOK iShares MSCI Kokusai ETF 0.9 26 14 4.3 -2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -2 4.0 -2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -24 1.3 -5.4
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 4.9 -1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 0.8 6 34 3.2 -3.4
FQAL Fidelity Quality Factor ETF 0.8 15 25 4.8 -1.8
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -35 5.4 -1.2
FDMO Fidelity Momentum Factor ETF 0.8 15 25 2.5 -4.1
IWL iShares Russell Top 200 ETF 0.8 15 25 3.9 -2.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 4.7 -1.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 35 5 6.6 -0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 4.6 -2.0
URTH iShares MSCI World ETF 0.8 24 16 4.3 -2.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 13 6.2 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -19 1.8 -4.8
GEW Cambria Global EW ETF 0.8 29 11 5.3 -1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.8 8 32 4.4 -2.3
DUHP Dimensional US High Profitability ETF 0.8 21 19 5.2 -1.4
VT Vanguard Total World Stock ETF 0.8 6 34 5.0 -1.6
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -45 1.2 -5.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 5.0 -1.6
JPSV JPMorgan Active Small Cap Value ETF 0.8 74 -34 6.9 +0.3
SFY SoFi Select 500 ETF 0.8 0 40 3.7 -2.9
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 2.8 -3.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.1 -0.5
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 1.3 -5.4
ACWI iShares MSCI ACWI ETF 0.7 32 8 4.6 -2.0
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 -19 4.2 -2.4
KONG Formidable Fortress ETF 0.7 89 -49 5.2 -1.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 5 8.4 +1.8
MVPA Miller Value Partners Appreciation ETF 0.7 60 -20 9.5 +2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.7 30 10 4.0 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 10 3.7 -2.9
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -9 3.6 -3.0
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 27 1.7 -4.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 -9 7.3 +0.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.6 65 -25 0.5 -6.1
HEAL Global X HealthTech ETF 0.6 50 -10 -1.4 -8.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 10.3 +3.7
RNIN Bushido Capital US SMID Cap Equity ETF 0.6 70 -30 9.9 +3.3
TCV Towle Value ETF 0.6 85 -45 8.8 +2.2
MGC Vanguard Mega Cap ETF 0.6 7 33 3.9 -2.7
SNPV Xtrackers S&P 500 Value ESG ETF 0.6 15 25 5.3 -1.4
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -50 3.1 -3.5
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 1.6 -5.0
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.6 -1.0
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -36 3.1 -3.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -7.5
ARB AltShares Merger Arbitrage ETF 0.6 77 -37 2.6 -4.0
FCPI Fidelity Stocks for Inflation ETF 0.6 15 25 5.9 -0.7
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.7 -7.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 30 3.7 -2.9
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 5 3.3 -3.3
DURA VanEck Durable High Dividend ETF 0.5 29 11 6.3 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 36 3.3 -3.3
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 7.0 +0.4
LRGC AB US Large Cap Strategic Equities ETF 0.5 48 -8 3.8 -2.9
FEGE First Eagle Global Equity ETF 0.5 79 -39 6.0 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.1 -4.5
CGDG Capital Group Dividend Growers ETF 0.5 47 -7 5.1 -1.5
TTAC FCF US Quality ETF 0.5 59 -19 5.7 -0.9
VIDI Vident International Equity Strategy ETF 0.5 61 -21 8.3 +1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -39 4.0 -2.6
OEI Optimized Equity Income ETF 0.5 75 -35 3.6 -3.0
AQLT iShares MSCI Global Quality Factor ETF 0.5 18 22 0.0 -6.6
TMFC Motley Fool 100 Index ETF 0.5 50 -10 2.9 -3.7
GSPY Gotham Enhanced 500 ETF 0.5 50 -10 4.3 -2.3
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 4.9 -1.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 12 5.0 -1.7
NANC Unusual Whales Subversive Democratic Trading ETF 0.4 75 -35 2.9 -3.8
OALC OneAscent Large Cap Core ETF 0.4 86 -46 3.4 -3.2
AVUQ Avantis U.S. Quality ETF 0.4 15 25 3.6 -3.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 -16 6.7 +0.1
FDG American Century Focused Dynamic Growth ETF 0.4 45 -5 1.8 -4.8
VALQ American Century U.S. Quality Value ETF 0.4 29 11 7.1 +0.5
ICAP InfraCap Equity Income Fund ETF 0.4 171 -131 4.4 -2.2
ISRA VanEck Israel ETF 0.4 59 -19 6.0 -0.7
FINX Global X FinTech ETF 0.4 68 -28 2.9 -3.7
ITEQ BlueStar Israel Technology ETF 0.4 75 -35 1.1 -5.5
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 17 3.0 -3.7
STXD Strive 1000 Dividend Growth ETF 0.3 35 5 4.3 -2.3
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.3 -7.9
JSML Janus Henderson Small Cap Growth Alpha ETF 0.3 30 10 2.6 -4.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -55 -0.6 -7.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.3 75 -35 4.1 -2.5
FFOX FundX Future Fund Opportunities ETF 0.3 100 -60 2.5 -4.2
CTEF Castellan Targeted Equity ETF 0.3 45 -5 2.6 -4.0
ILCG iShares Morningstar Growth ETF 0.3 4 36 3.1 -3.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 0 3.5 -3.1
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.9 -3.8
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 36 3.1 -3.5
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.4 -0.2
FDM First Trust Dow Jones Select MicroCap Index Fund 0.3 60 -20 6.6 +0.0
TEXN iShares Texas Equity ETF 0.3 20 20 5.1 -1.5
VOOG Vanguard S&P 500 Growth ETF 0.3 7 33 18.7 +12.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 36 3.1 -3.5
IVW iShares S&P 500 Growth ETF 0.3 18 22 2.9 -3.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 2.9 -3.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 8.5 +1.9
VOT Vanguard Mid-Cap Growth ETF 0.2 7 33 3.1 -3.5
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 3.0 -3.6
JGRO JPMorgan Active Growth ETF 0.2 44 -4 2.5 -4.1
PFI Invesco Dorsey Wright Financial Momentum ETF 0.2 60 -20 4.4 -2.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.2 60 -20 4.6 -2.0
STXG Strive 1000 Growth ETF 0.2 18 22 3.2 -3.4
MFVL Motley Fool Value Factor ETF 0.2 50 -10 5.6 -1.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.1 20 20 0.8 -5.8
GINX SGI Enhanced Global Income ETF 0.1 98 -58 6.6 -0.1
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 14.6 +8.0
PAWZ ProShares Pet Care ETF 0.1 50 -10 4.2 -2.4
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 0.8 -5.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 28 3.6 -3.1
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -10 2.7 -3.9
FFF Founders 100 ETF 0.1 75 -35 2.5 -4.1
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.7 -2.9
IWF iShares Russell 1000 Growth ETF 0.1 19 21 14.8 +8.2
MFMO Motley Fool Momentum Factor ETF 0.0 50 -10 2.0 -4.6
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 3.7 -2.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 22 3.4 -3.2

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:

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 12.2 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.6 %
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.