iShares U.S. Insurance ETF
ALTAR
Score™		 7.3% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 11.8x P/Sales
ratio		 1.4x
P/BV
ratio		 1.7x 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) $508
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 56
Wgt avg mkt cap (mns) $54,762
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 14.7 %
CHUBB LIMITED 12.0 %
TRAVELERS COS INC/THE 7.2 %
ALLSTATE CORP 6.1 %
AFLAC INC 4.6 %
HARTFORD FINANCIAL SVCS GRP 4.4 %
PRUDENTIAL FINANCIAL INC 4.3 %
AMERICAN INTERNATIONAL GROUP 4.3 %
METLIFE INC 4.2 %
ARCH CAPITAL GROUP LTD 4.0 %
Total 65.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.6 %
SWITZERLAND 12.0 %
BERMUDA 5.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.9% -2.1% 17.8% 11.7% 6.9%

Market Correlations
versus... Beta R-squared
S&P500 0.53 28%
MSCI EAFE 0.67 32%
MSCI Emg. Mkts. 0.38 11%

Technical Indicators
Recent close $133.65
30d moving avg. $130.22
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 108
Turnover 2.8%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 624 potential alternatives to the iShares U.S. Insurance ETF ETF based on the alternatives' overlap in portfolio holdings with IAK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IAK Expense: 40 bp ALTAR Score™: 7.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAK
Ticker Fund
Name		 Overlap1
vs IAK
(%)		 Expense
ratio
(bp)		 Savings
vs IAK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IAK
(%)
KBWP Invesco KBW Property & Casualty Insurance ETF 53.7 35 5 7.1 -0.2
KIE State Street SPDR S&P Insurance ETF 48.7 35 5 6.9 -0.3
FXO First Trust Financials AlphaDEX Fund 23.3 62 -22 8.2 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.5 40 0 6.8 -0.4
USCF Themes US Cash Flow Champions ETF 14.1 29 11 8.7 +1.4
IYF iShares U.S. Financials ETF 13.8 40 0 6.0 -1.2
LYLD Cambria Large Cap Shareholder Yield ETF 12.9 59 -19 9.8 +2.5
LGCF Themes US Cash Flow Champions ETF 12.4 30 10 8.2 +0.9
AVIE Avantis  Inflation Focused Equity ETF 12.1 25 15 7.1 -0.2
WTV WisdomTree US Value Fund of Benef Interest 12.0 12 28 9.0 +1.7
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 1 7.5 +0.3
FNCL Fidelity MSCI Financials Index ETF 11.7 8 32 6.7 -0.6
RDVY First Trust Rising Dividend Achievers ETF 11.3 50 -10 6.4 -0.9
FTDS First Trust Dividend Strength ETF 11.1 70 -30 8.6 +1.3
VFH Vanguard Financials ETF 10.8 9 31 6.7 -0.6
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -32 7.4 +0.1
SHRY First Trust Bloomberg Shareholder Yield ETF 10.3 60 -20 10.7 +3.4
DFNL Davis Select Financial ETF 10.0 63 -23 7.4 +0.2
XLF The Financial Select Sector SPDR Fund 9.6 8 32 6.0 -1.3
AVMV Avantis U.S. Mid Cap Value ETF 9.5 20 20 8.9 +1.6
VSDA VictoryShares Dividend Accelerator ETF 9.2 35 5 7.3 +0.1
SPGP Invesco S&P 500 GARP ETF 9.0 34 6 6.8 -0.4
GVLU Gotham 1000 Value ETF 9.0 50 -10 8.8 +1.6
SIXL ETC 6 Meridian Low Beta Equity ETF 8.7 80 -40 6.3 -1.0
RNMC First Trust Mid Cap US Equity Select ETF 8.7 60 -20 7.0 -0.3
PWV Invesco Large Cap Value ETF 8.6 55 -15 7.5 +0.2
MBOX Freedom Day Dividend ETF 8.4 39 1 7.7 +0.5
JOET Virtus Terranova US Quality Momentum ETF 8.3 29 11 5.0 -2.3
AVLV Avantis U.S. Large Cap Value ETF 8.2 15 25 7.8 +0.5
PKW Invesco Buyback Achievers ETF 8.0 62 -22 8.1 +0.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.8 55 -15 10.2 +2.9
FTA First Trust Large Cap Value AlphaDEX Fund 7.7 59 -19 8.8 +1.6
FSCS First Trust SMID Capital Strength ETF 7.7 60 -20 7.2 -0.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.5 15 25 6.6 -0.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.4 75 -35 7.7 +0.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 10.0 +2.8
DVY iShares Select Dividend ETF 7.3 38 2 9.1 +1.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.3 20 20 8.2 +0.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.2 60 -20 7.1 -0.2
IMCV iShares Morningstar Mid-Cap Value ETF 7.1 6 34 8.2 +0.9
SYLD Cambria Shareholder Yield ETF 7.1 59 -19 12.5 +5.3
XMVM Invesco S&P MidCap Value with Momentum ETF 7.1 39 1 9.6 +2.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 7.0 12 28 6.0 -1.2
PY Principal Value ETF 7.0 15 25 7.3 +0.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.9 35 5 6.2 -1.1
VFMF Vanguard U.S. Multifactor ETF 6.9 18 22 7.7 +0.5
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 10.2 +2.9
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.6 -1.6
DON WisdomTree U.S. MidCap Dividend Fund 6.5 38 2 9.1 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 6.5 25 15 7.3 0.0
BRIF FIS Bright Portfolios Focused Equity ETF 6.5 65 -25 4.7 -2.6
FVD First Trust Value Line Dividend Index Fund 6.3 65 -25 6.3 -1.0
VOE Vanguard Mid-Cap Value ETF 6.3 7 33 7.8 +0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 10 4.4 -2.9
KAT Scharf ETF 6.3 87 -47 6.0 -1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 6.2 67 -27 9.9 +2.7
CVY Invesco Zacks Multi-Asset Income ETF 6.2 106 -66 11.8 +4.5
GKAT Scharf Global Opportunity ETF 6.2 57 -17 6.1 -1.2
NUDV Nuveen ESG Dividend ETF 6.2 26 14 7.6 +0.3
ABEQ Absolute Select Value ETF 6.1 85 -45 4.6 -2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 6.1 50 -10 5.8 -1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 6.1 30 10 8.2 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 6.0 15 25 5.8 -1.5
USMF WisdomTree U.S. Multifactor Fund 5.9 28 12 7.4 +0.1
VFVA Vanguard U.S. Value Factor ETF 5.9 13 27 10.6 +3.4
DEUS Xtrackers Russell US Multifactor ETF 5.9 17 23 6.9 -0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.9 80 -40 8.2 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 5.9 43 -3 4.4 -2.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.8 20 20 6.1 -1.2
AVMC Avantis U.S. Mid Cap Equity ETF 5.8 18 22 6.9 -0.4
PRXV Praxis Impact Large Cap Value ETF 5.5 36 4 6.7 -0.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -20 6.5 -0.8
RNSC Furst Trust Small Cap US Equity Select ETF 5.5 60 -20 5.1 -2.1
DFLV Dimensional US Large Cap Value ETF 5.5 22 18 7.6 +0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 7.4 +0.2
BGIG Bahl & Gaynor Income Growth ETF 5.4 45 -5 5.2 -2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 5 6.2 -1.0
IXG iShares Global Financials ETF 5.2 42 -2 6.6 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.2 55 -15 4.4 -2.9
YLDE ClearBridge Dividend Strategy ESG ETF 5.2 60 -20 5.7 -1.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 15 5.6 -1.7
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 15 5.6 -1.7
VAMO Cambria Value & Momentum ETF 5.1 61 -21 6.4 -0.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.1 40 0 7.5 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 5.0 70 -30 10.8 +3.5
QUVU Hartford Quality Value ETF 5.0 46 -6 7.4 +0.2
IJJ iShares S&P Mid-Cap 400 Value ETF 5.0 18 22 8.6 +1.4
TMDV ProShares Russell US Dividend Growers ETF 4.9 35 5 6.9 -0.3
RJMG FT Raymond James Multicap Growth Equity ETF 4.9 85 -45 3.0 -4.3
EZM WisdomTree U.S. MidCap Fund 4.9 38 2 8.7 +1.4
SMCF Themes US Small Cap Cash Flow Champions ETF 4.9 29 11 11.7 +4.5
FBCV Fidelity Blue Chip Value ETF 4.9 59 -19 7.3 +0.1
ROE Astoria US Quality Kings ETF 4.8 49 -9 6.9 -0.3
FLRG Fidelity U.S. Multifactor ETF 4.8 15 25 7.0 -0.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.8 15 25 8.7 +1.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.7 10 30 8.8 +1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.7 15 25 9.0 +1.7
SDY State Street SPDR S&P Dividend ETF 4.6 35 5 6.8 -0.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.6 70 -30 5.0 -2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 6.0 -1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.6 50 -10 8.8 +1.6
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 6.1 -1.2
ROUS Hartford Multifactor US Equity ETF 4.6 19 21 7.0 -0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.6 60 -20 10.4 +3.1
BGDV Bahl & Gaynor Dividend ETF 4.6 45 -5 4.7 -2.5
FEX First Trust Large Cap Core AlphaDEX Fund 4.6 59 -19 5.9 -1.4
AVSU Avantis Responsible U.S. Equity ETF 4.5 15 25 5.8 -1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.5 25 15 7.8 +0.6
ZECP Zacks Earnings Consistent Portfolio ETF 4.5 55 -15 4.8 -2.5
STXV Strive 1000 Value ETF 4.5 18 22 8.1 +0.9
YOKE Yoke Core ETF 4.5 42 -2 5.1 -2.2
TPHD Timothy Plan High Dividend Stock ETF 4.5 52 -12 7.2 -0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.5 54 -14 7.3 +0.1
BIBL Inspire 100 ETF 4.5 35 5 5.2 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 4.4 22 18 5.7 -1.5
AFLG First Trust Active Factor Large Cap ETF 4.4 55 -15 6.3 -0.9
IMCB iShares Morningstar Mid-Cap ETF 4.4 4 36 6.3 -1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 6.6 -0.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.3 39 1 11.6 +4.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.3 20 20 6.8 -0.4
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 5 6.9 -0.4
VFMO Vanguard U.S. Momentum Factor ETF 4.3 13 27 3.1 -4.2
RFV Invesco S&P Midcap 400 Pure Value ETF 4.3 35 5 13.0 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.2 18 22 5.9 -1.4
FSMD Fidelity Small-Mid Multifactor ETF 4.2 15 25 6.9 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 4.2 23 17 5.9 -1.4
IWS iShares Russell Mid-Cap Value ETF 4.2 23 17 7.2 -0.1
DFAT Dimensional U.S. Targeted Value ETF 4.1 28 12 9.9 +2.6
EBI Longview Advantage ETF 4.1 35 5 6.6 -0.6
DFUV Dimensional US Marketwide Value ETF 4.1 22 18 7.4 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 4.1 42 -2 6.3 -1.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.1 35 5 7.8 +0.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.1 38 2 7.7 +0.5
FUNL CornerCap Fundametrics Large-Cap ETF 4.0 50 -10 7.2 -0.1
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 20 5.7 -1.6
NULV Nuveen ESG Large-Cap Value ETF 4.0 26 14 6.3 -0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.0 25 15 5.9 -1.4
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -25 8.3 +1.1
LST Leuthold Select Industries ETF 4.0 91 -51 5.4 -1.9
BELT iShares Long-Term U.S. Equity Active ETF 3.9 75 -35 3.3 -4.0
AVUV Avantis U.S. Small Cap Value ETF 3.9 25 15 9.8 +2.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.9 18 22 6.5 -0.7
VO Vanguard Mid-Cap ETF 3.9 4 36 6.0 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.8 80 -40 4.4 -2.9
CGDV Capital Group Dividend Value ETF 3.8 33 7 4.6 -2.7
DIA SPDR Dow Jones Industrial Average ETF 3.8 16 24 5.5 -1.8
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -20 5.6 -1.7
SSPY Syntax Stratified LargeCap ETF 3.7 30 10 6.8 -0.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.7 56 -16 2.8 -4.4
PSCF Invesco S&P SmallCap Financials ETF 3.7 29 11 9.8 +2.6
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 9.7 +2.5
AVUS Avantis U.S. Equity ETF 3.7 15 25 5.7 -1.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.7 65 -25 6.4 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.7 38 2 6.5 -0.8
GOP Unusual Whales Subversive Republican Trading ETF 3.7 50 -10 5.5 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 3.7 12 28 5.9 -1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 3.7 12 28 7.2 -0.0
DIVN Horizon Dividend Income ETF 3.7 70 -30 7.8 +0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 10.4 +3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.7 15 25 8.0 +0.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 5.7 -1.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -18 5.7 -1.5
JHDV John Hancock U.S. High Dividend ETF 3.6 34 6 6.8 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.6 15 25 6.1 -1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 1 8.5 +1.2
SXQG ETC 6 Meridian Quality Growth ETF 3.6 100 -60 5.0 -2.3
VYM Vanguard High Dividend Yield Index ETF 3.6 6 34 7.0 -0.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 3.6 35 5 5.8 -1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.6 15 25 7.3 +0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.5 35 5 7.0 -0.2
DFSU Dimensional US Sustainability Core 1 ETF 3.5 18 22 5.3 -2.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.5 43 -3 6.1 -1.2
ACWV iShares MSCI Global Min Vol Factor ETF 3.5 20 20 5.9 -1.3
HOMZ Hoya Capital Housing ETF 3.5 30 10 9.4 +2.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.5 24 16 8.2 +0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 33 5.8 -1.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 25 6.9 -0.4
VBR Vanguard Small Cap Value ETF 3.4 7 33 9.1 +1.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 3.4 49 -9 6.1 -1.1
SIZE iShares MSCI USA Size Factor ETF 3.4 15 25 6.1 -1.1
EDOW First Trust Dow 30 Equal Weight ETF 3.4 50 -10 5.4 -1.9
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 6.8 -0.5
ACSI American Customer Satisfaction ETF 3.4 65 -25 5.4 -1.8
ISCV iShares Morningstar Small Cap Value ETF 3.4 6 34 9.2 +2.0
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 31 6.3 -1.0
FDLO Fidelity Low Volatility Factor ETF 3.4 15 25 5.4 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.4 4 36 6.0 -1.2
KRMA Global X Conscious Companies ETF 3.4 43 -3 6.0 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 3.3 60 -20 6.9 -0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 31 6.2 -1.0
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 6.1 -1.1
FSGS First Trust SMID Growth Strength ETF 3.3 60 -20 5.2 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.7 +0.5
IWR iShares Russell Midcap ETF 3.3 19 21 6.3 -1.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 11 6.5 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 3.2 24 16 7.1 -0.2
IJH iShares Core S&P Mid-Cap ETF 3.2 5 35 7.3 +0.0
PTL Inspire 500 ETF 3.2 9 31 5.3 -1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.2 35 5 7.6 +0.4
JAVA JPMorgan Active Value ETF 3.2 44 -4 6.4 -0.9
VTV Vanguard Value ETF 3.1 4 36 6.8 -0.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 4.6 -2.7
DFAS Dimensional U.S. Small Cap ETF 3.1 26 14 6.6 -0.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.1 15 25 5.7 -1.6
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 36 7.1 -0.2
TPSC Timothy Plan US Small Cap Core ETF 3.1 52 -12 7.1 -0.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.1 20 20 10.2 +2.9
DXUV Dimensional US Vector Equity ETF 3.1 28 12 6.1 -1.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.1 12 28 7.4 +0.1
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.8 -0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 3.1 7 33 7.3 +0.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 3.1 3 37 7.3 +0.0
ABIG Argent Large Cap ETF 3.1 49 -9 5.3 -2.0
STXK Strive Small-Cap ETF 3.0 18 22 6.0 -1.2
DUSA Davis Select U.S. Equity ETF 3.0 61 -21 7.3 +0.1
DWLD Davis Select Worldwide ETF 3.0 63 -23 7.1 -0.1
JHSC John Hancock Multifactor Small Cap ETF 3.0 42 -2 6.7 -0.5
DFVX Dimensional US Large Cap Vector ETF 3.0 22 18 6.3 -1.0
FLDZ RiverNorth Patriot ETF 3.0 75 -35 6.3 -0.9
FVAL Fidelity Value Factor ETF 3.0 15 25 6.8 -0.5
CHGX AXS Change Finance ESG ETF 2.9 49 -9 5.3 -2.0
BEEX BeeHive ETF 2.9 84 -44 4.3 -3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.5 -0.7
DFSV Dimensional US Small Cap Value ETF 2.9 31 9 10.2 +3.0
NUMV Nuveen ESG Mid-Cap Value ETF 2.9 31 9 6.9 -0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 -20 6.2 -1.0
SFYX SoFi Next 500 ETF 2.9 0 40 6.0 -1.3
FDWM Fidelity Women's Leadership ETF 2.9 59 -19 4.9 -2.4
JHML John Hancock Multifactor Large Cap ETF 2.9 29 11 5.3 -1.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.8 7 33 7.6 +0.3
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.0 -2.3
OPTZ Optimize Strategy Index ETF 2.8 50 -10 4.7 -2.6
VONV Vanguard Russell 1000 Value ETF 2.8 7 33 6.5 -0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 -20 4.2 -3.1
IWD iShares Russell 1000 Value ETF 2.8 19 21 6.4 -0.9
EQRR ProShares Equities for Rising Rates ETF 2.8 35 5 7.9 +0.6
WCEO Hypatia Women CEO ETF 2.8 85 -45 3.1 -4.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 10 7.0 -0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 25 6.0 -1.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -38 8.9 +1.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.8 36 4 10.7 +3.5
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 30 4.8 -2.4
MAGA Point Bridge America First ETF 2.8 72 -32 6.3 -0.9
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -45 4.1 -3.1
EPS WisdomTree U.S. LargeCap Fund 2.7 8 32 5.7 -1.6
TAX Cambria Tax Aware ETF 2.7 49 -9 6.1 -1.1
XMHQ Invesco S&P MidCap Quality ETF 2.7 25 15 6.9 -0.4
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.7 7 33 10.9 +3.7
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 4.2 -3.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.7 12 28 8.2 +0.9
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 6.3 -1.0
NUSC Nuveen ESG Small-Cap ETF 2.7 31 9 5.2 -2.1
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 6.2 -1.1
DHS WisdomTree U.S. High Dividend Fund 2.6 38 2 8.1 +0.9
VFMV Vanguard U.S. Minimum Volatility ETF 2.6 13 27 5.9 -1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 36 5.8 -1.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 28 7.6 +0.3
VEGN US Vegan Climate ETF 2.6 60 -20 4.6 -2.7
SCHD Schwab US Dividend Equity ETF 2.6 6 34 10.0 +2.7
STXM Strive Mid-Cap ETF 2.6 18 22 6.5 -0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 16 7.6 +0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 15 5.5 -1.8
PRF Invesco FTSE RAFI US 1000 ETF 2.5 39 1 6.7 -0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 5.9 -1.4
VIG Vanguard Dividend Appreciation ETF 2.5 5 35 5.5 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.5 17 23 5.5 -1.8
JEPI JPMorgan Equity Premium Income ETF 2.5 35 5 5.7 -1.5
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.6 -0.7
IJS iShares S&P Small-Cap 600 Value ETF 2.5 18 22 9.8 +2.5
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.9 -1.4
TOGA Tremblant Global ETF 2.5 69 -29 2.3 -4.9
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 6.7 -0.6
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.3 -2.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.4 15 25 9.8 +2.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 7.7 +0.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 10 30 9.7 +2.5
SPHQ Invesco S&P 500 Quality ETF 2.4 15 25 5.6 -1.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.4 39 1 9.8 +2.6
PRAY FIS Christian Stock Fund 2.4 69 -29 5.2 -2.1
VFQY Vanguard U.S. Quality Factor ETF 2.4 13 27 6.2 -1.1
EQIN Columbia US Equity Income ETF 2.4 35 5 6.8 -0.5
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 12 6.3 -0.9
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 15 5.2 -2.0
SCHA Schwab U.S. Small-Cap ETF 2.4 4 36 6.2 -1.0
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 -18 7.3 +0.0
VB Vanguard Small-Cap ETF 2.4 5 35 6.2 -1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.6 -2.7
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 5 3.5 -3.8
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -5 10.7 +3.4
SCHV Schwab U.S. Large-Cap Value ETF 2.4 4 36 6.7 -0.5
APUE ActivePassive U.S. Equity ETF 2.4 45 -5 4.7 -2.6
HDUS Hartford Disciplined US Equity ETF 2.3 19 21 5.7 -1.5
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 13 9.1 +1.9
IJR iShares Core S&P Small Cap ETF 2.3 6 34 7.6 +0.4
DIVB iShares Core Dividend ETF 2.3 5 35 8.3 +1.0
DCOR Dimensional US Core Equity 1 ETF 2.3 14 26 5.4 -1.9
HKND Humankind US Stock ETF 2.3 11 29 7.3 0.0
QGRO American Century U.S. Quality Growth ETF 2.3 29 11 3.8 -3.5
VXF Vanguard Extended Market ETF 2.3 5 35 4.7 -2.5
SUSA iShares MSCI USA ESG Select ETF 2.3 25 15 4.6 -2.6
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 4.6 -2.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 30 4.3 -2.9
FNDX Schwab Fundamental US Large Co. Index ETF 2.2 25 15 7.2 -0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 25 7.7 +0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.2 29 11 6.9 -0.3
BFOR ALPS Barron's 400 ETF 2.2 65 -25 6.0 -1.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.2 3 37 7.7 +0.4
IWX iShares Russell Top 200 Value ETF 2.2 20 20 6.0 -1.2
FNDB Schwab Fundamental US Broad Market Index ETF 2.2 25 15 7.3 +0.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.3 -2.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.2 80 -40 6.3 -1.0
MGV Vanguard Mega Cap Value ETF 2.2 7 33 6.5 -0.8
TMFX Motley Fool Next Index ETF 2.2 50 -10 3.3 -4.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.2 7 33 7.6 +0.4
ULVM VictoryShares US Value Momentum ETF 2.2 20 20 7.3 +0.0
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 4.7 -2.6
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -21 5.7 -1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 5.7 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 7.1 -0.2
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 28 7.9 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.1 9 31 4.8 -2.4
FTCS First Trust Capital Strength ETF 2.1 55 -15 5.9 -1.4
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.4 -2.8
JPEF JPMorgan Equity Focus ETF 2.1 50 -10 4.4 -2.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.6 -2.7
IUSV iShares Core S&P US Value ETF 2.1 4 36 6.4 -0.9
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 10 5.8 -1.4
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.2 -1.1
INRO iShares U.S. Industry Rotation Active ETF 2.0 42 -2 4.4 -2.8
ILCV iShares Morningstar Value ETF 2.0 4 36 6.3 -1.0
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 9.6 +2.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.0 9 31 5.5 -1.7
NULC Nuveen ESG Large-Cap ETF 2.0 21 19 4.7 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 15 5.2 -2.0
OSCV Opus Small Cap Value ETF 2.0 79 -39 7.2 -0.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 4.0 -3.3
IUS Invesco RAFI Strategic US ETF 2.0 19 21 6.7 -0.5
DIVY Sound Equity Dividend Income ETF 2.0 45 -5 9.9 +2.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -8 6.2 -1.1
VLUE iShares MSCI USA Value Factor ETF 1.9 15 25 8.8 +1.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.9 -2.4
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 10.3 +3.0
SPDV AAM S&P 500 High Dividend Value ETF 1.9 29 11 12.0 +4.8
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 11 6.9 -0.3
BLCV iShares Large Cap Value Active ETF 1.9 53 -13 7.5 +0.2
VOOV Vanguard S&P 500 Value ETF 1.9 7 33 6.2 -1.1
LCF Touchstone US Large Cap Focused ETF 1.9 69 -29 4.2 -3.0
IVE iShares S&P 500 Value ETF 1.9 18 22 6.1 -1.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.9 35 5 10.0 +2.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.9 4 36 6.3 -1.0
LOWV AB US Low Volatility Equity ETF 1.9 48 -8 5.3 -2.0
EES WisdomTree U.S. SmallCap Fund 1.9 38 2 8.7 +1.4
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.2 -2.0
XSHQ Invesco S&P SmallCap Quality ETF 1.9 29 11 7.8 +0.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 3.0 -4.3
FQAL Fidelity Quality Factor ETF 1.9 15 25 5.7 -1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 6.0 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.9 20 20 5.6 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 1.9 15 25 6.8 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 28 5.1 -2.1
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 5 5.1 -2.1
FLV American Century Focused Large Cap Value ETF 1.8 42 -2 6.7 -0.5
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.0 -2.3
SAMT Strategas Macro Thematic Opportunities ETF 1.8 65 -25 2.6 -4.7
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 20 9.0 +1.7
GQI Natixis Gateway Quality Income ETF 1.8 34 6 5.0 -2.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.8 19 21 5.5 -1.8
THRO iShares U.S. Thematic Rotation Active ETF 1.8 90 -50 4.2 -3.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -33 11.7 +4.4
AIEQ AI Powered Equity ETF 1.8 75 -35 4.9 -2.4
REVS Columbia Research Enhanced Value ETF 1.8 19 21 7.7 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 30 5.0 -2.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 25 4.8 -2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -35 5.6 -1.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -35 4.0 -3.2
SMMD iShares Russell 2500 ETF 1.7 15 25 6.9 -0.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.7 35 5 9.8 +2.6
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 22 5.2 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 -1.6 -8.8
ISMD Inspire Small/Mid Cap ETF 1.7 54 -14 5.5 -1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.7 17 23 6.0 -1.3
HLGE Hartford Longevity Economy ETF 1.7 44 -4 6.3 -1.0
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.7 -2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 29 4.9 -2.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 4.5 -2.7
RGEF Rockefeller Global Equity ETF 1.6 55 -15 4.6 -2.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 -20 9.4 +2.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 4.7 -2.6
ROSC Hartford Multifactor Small Cap ETF 1.6 34 6 9.1 +1.8
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -20 8.5 +1.2
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 6.8 -0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 26 4.9 -2.4
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.6 60 -20 6.0 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 30 6.0 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 9.1 +1.9
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.5 -1.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 4.3 -3.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 20 5.0 -2.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.6 15 25 6.0 -1.3
KBWD Invesco KBW High Dividend Yield Financial ETF 1.6 384 -344 13.9 +6.6
ASLV Allspring Special Large Value ETF 1.6 35 5 6.5 -0.7
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 34 4.2 -3.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 33 4.8 -2.5
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -49 9.6 +2.4
DSI iShares MSCI KLD 400 Social ETF 1.6 25 15 4.9 -2.4
STOX Horizon Core Equity ETF 1.5 70 -30 4.1 -3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.5 32 8 5.0 -2.3
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.6 -0.6
SFTY Horizon Managed Risk ETF 1.5 77 -37 4.0 -3.2
BLES Inspire Global Hope ETF 1.5 61 -21 6.8 -0.4
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 4.7 -2.6
RJDI RJ Eagle GCM Dividend Select Income ETF 1.5 55 -15 5.4 -1.9
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 5.1 -2.2
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 5.0 -2.3
PSC Principal U.S. Small-Cap ETF 1.5 38 2 6.9 -0.3
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.9 +0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 40 4.9 -2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 4.9 -2.3
VOTE TCW Transform 500 ETF 1.5 5 35 4.8 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 15 8.8 +1.5
HAPI Harbor Human Capital Factor US Large Cap ETF 1.5 36 4 4.9 -2.4
CATH Global X S&P 500 Catholic Values Custom ETF 1.5 29 11 4.6 -2.6
IWN iShares Russell 2000 Value ETF 1.5 24 16 7.6 +0.4
RSSL Global X Russell 2000 ETF 1.5 8 32 4.1 -3.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.5 35 5 7.5 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 5.0 -2.2
VTWV Vanguard Russell 2000 Value ETF 1.5 10 30 7.7 +0.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -12 6.2 -1.1
IWM iShares Russell 2000 ETF 1.4 19 21 4.2 -3.1
DFUS Dimensional U.S. Equity ETF 1.4 9 31 4.8 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 31 4.6 -2.6
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 4.9 -2.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 5.5 -1.7
VTWO Vanguard Russell 2000 ETF 1.4 7 33 4.3 -3.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.4 38 2 9.3 +2.1
VTI Vanguard Total Stock Market ETF 1.4 3 37 4.8 -2.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -25 8.1 +0.8
LQPE PEO AlphaQuest Thematic PE ETF 1.4 125 -85 6.8 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.4 10 30 4.4 -2.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 25 5.6 -1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 30 5.6 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.4 3 37 4.8 -2.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 37 5.1 -2.2
IWO iShares Russell 2000 Growth ETF 1.4 24 16 0.8 -6.4
VTHR Vanguard Russell 3000 ETF 1.4 7 33 4.8 -2.4
VONE Vanguard Russell 1000 ETF 1.4 7 33 4.9 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.4 8 32 4.8 -2.5
IWV iShares Russell 3000 ETF 1.4 20 20 4.7 -2.6
VTWG Vanguard Russell 2000 Growth ETF 1.4 10 30 1.0 -6.3
IWB iShares Russell 1000 ETF 1.4 15 25 4.8 -2.4
RAUS RACWI US ETF 1.4 15 25 4.7 -2.6
SCHB Schwab U.S. Broad Market ETF 1.4 3 37 5.0 -2.3
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 37 4.8 -2.4
IYY iShares Dow Jones U.S. ETF 1.4 20 20 4.7 -2.5
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.8 -2.5
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 25 5.5 -1.8
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.7 -4.6
FELC Fidelity Enhanced Large Cap Core ETF 1.4 18 22 5.2 -2.0
SCHK Schwab 1000 Index ETF 1.3 5 35 5.0 -2.3
ADME Aptus Drawdown Managed Equity ETF 1.3 79 -39 4.0 -3.2
SVAL iShares US Small Cap Value Factor ETF 1.3 20 20 8.9 +1.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.3 12 28 7.4 +0.2
PBUS Invesco MSCI USA ETF 1.3 4 36 4.8 -2.4
CHRI Global X S&P 500 Christian Values ETF 1.3 29 11 4.6 -2.7
GXLC Global X U.S. 500 ETF 1.3 2 38 4.8 -2.4
DGT State Street SPDR Global Dow ETF 1.3 50 -10 6.6 -0.7
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.9 -2.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.3 52 -12 6.3 -1.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.8 -0.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 5.1 -2.2
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -14 11.2 +4.0
VV Vanguard Large-Cap ETF 1.3 4 36 4.8 -2.5
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -8 4.5 -2.8
VUSE Vident U.S. Equity Strategy ETF 1.3 50 -10 4.4 -2.9
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -9 5.6 -1.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.3 20 20 4.6 -2.6
DAK Dakota Active Equity ETF 1.3 43 -3 4.4 -2.8
STRV Strive 500 ETF 1.3 5 35 4.8 -2.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 35 8.1 +0.8
VOO Vanguard S&P 500 ETF 1.3 3 37 4.9 -2.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 15 8.9 +1.7
IVV iShares Core S&P 500 ETF 1.3 3 37 4.9 -2.4
SPY SPDR S&P 500 ETF 1.3 9 31 4.8 -2.4
SPYM State Street SPDR Portfolio S&P 500 ETF 1.3 2 38 4.9 -2.4
USSE Segall Bryant & Hamill Select Equity ETF 1.2 65 -25 4.3 -3.0
GDIV Harbor Dividend Growth Leaders ETF 1.2 50 -10 5.2 -2.1
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 7.8 +0.5
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 7.2 -0.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 5.0 -2.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.6 -1.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.2 30 10 4.7 -2.6
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 5.0 -2.3
SURE AdvisorShares Insiders Advantage ETF 1.2 90 -50 9.7 +2.4
UDI USCF Dividend Income Fund 1.2 65 -25 8.2 +1.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.6 -2.6
ITAN Sparkline Intangible Value ETF 1.2 50 -10 6.6 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.1 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 5.2 -2.1
SPXM Azoria 500 Meritocracy ETF 1.2 47 -7 4.5 -2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -20 7.5 +0.2
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 10 8.3 +1.1
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 5.1 -2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 11 8.3 +1.0
SFY SoFi Select 500 ETF 1.1 0 40 4.4 -2.8
FFND Future Fund Active ETF 1.1 100 -60 3.8 -3.5
ACVF American Conservative Values ETF 1.1 75 -35 4.3 -2.9
STXD Strive 1000 Dividend Growth ETF 1.1 35 5 5.0 -2.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -55 0.3 -7.0
RVRB Reverb ETF 1.1 30 10 4.5 -2.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 3.8 -3.5
OALC OneAscent Large Cap Core ETF 1.0 86 -46 4.1 -3.1
VBK Vanguard Small-Cap Growth ETF 1.0 7 33 1.8 -5.5
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.9 -2.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 12 5.5 -1.7
GRPM Invesco S&P MidCap 400 GARP ETF 1.0 35 5 7.8 +0.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.0 35 5 5.4 -1.9
CSMD Congress SMid Growth ETF 1.0 69 -29 3.9 -3.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.0 70 -30 5.0 -2.3
GSPY Gotham Enhanced 500 ETF 1.0 50 -10 5.1 -2.2
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 5.2 -2.0
LVOL American Century Low Volatility ETF 0.9 29 11 5.1 -2.2
URTH iShares MSCI World ETF 0.9 24 16 5.0 -2.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 7.2 -0.0
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 4.5 -2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 5.5 -1.8
IWL iShares Russell Top 200 ETF 0.9 15 25 4.5 -2.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 0 4.7 -2.5
RECS Columbia Research Enhanced Core ETF 0.9 15 25 5.7 -1.5
FDMO Fidelity Momentum Factor ETF 0.9 15 25 3.6 -3.6
VT Vanguard Total World Stock ETF 0.9 6 34 5.7 -1.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 28 4.0 -3.3
KONG Formidable Fortress ETF 0.9 89 -49 6.3 -0.9
ACWI iShares MSCI ACWI ETF 0.8 32 8 5.4 -1.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.8 15 25 4.2 -3.1
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 5.6 -1.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.8 20 20 5.2 -2.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -20 3.9 -3.4
MGC Vanguard Mega Cap ETF 0.8 7 33 4.6 -2.7
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -19 4.2 -3.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -24 1.2 -6.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 5 9.3 +2.1
WBIY WBI Power Factor High Dividend ETF 0.8 100 -60 13.6 +6.4
MVPA Miller Value Partners Appreciation ETF 0.8 60 -20 8.9 +1.6
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -7 5.6 -1.7
GEW Cambria Global EW ETF 0.8 29 11 0.0 -7.3
CGDG Capital Group Dividend Growers ETF 0.8 47 -7 6.0 -1.2
IUSG iShares Core S&P U.S. Growth ETF 0.7 4 36 4.2 -3.0
DEW WisdomTree Global High Dividend Fund 0.7 58 -18 8.2 +1.0
BKWO BNY Mellon Women's Opportunities ETF 0.7 50 -10 3.8 -3.5
VOOG Vanguard S&P 500 Growth ETF 0.7 7 33 4.1 -3.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.7 4 36 4.2 -3.1
IVW iShares S&P 500 Growth ETF 0.7 18 22 4.0 -3.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.7 -2.6
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 8.5 +1.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 9.1 +1.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 25 5.4 -1.9
ALIL Argent Focused Small Cap ETF 0.6 74 -34 6.7 -0.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -20 5.3 -2.0
DUHP Dimensional US High Profitability ETF 0.6 21 19 6.4 -0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.6 60 -20 6.6 -0.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.0 -3.3
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 2.1 -5.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -8.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -15 4.3 -2.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.6 38 2 10.1 +2.8
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.8 -3.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -16 10.2 +2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -30 2.2 -5.0
GLOF iShares Global Equity Factor ETF 0.6 20 20 6.7 -0.6
TMAT Main Thematic Innovation ETF 0.6 164 -124 -1.5 -8.7
FINX Global X FinTech ETF 0.6 68 -28 3.1 -4.1
ISRA VanEck Israel ETF 0.6 59 -19 6.8 -0.4
FFTY Innovator IBD 50 ETF 0.6 80 -40 -2.6 -9.9
ITEQ BlueStar Israel Technology ETF 0.6 75 -35 1.7 -5.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.5 49 -9 4.7 -2.5
OEI Optimized Equity Income ETF 0.5 75 -35 0.0 -7.3
ABLS Abacus FCF Small Cap Leaders ETF 0.5 59 -19 5.1 -2.2
TMFC Motley Fool 100 Index ETF 0.5 50 -10 3.4 -3.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -35 3.6 -3.6
VIDI Vident International Equity Strategy ETF 0.5 61 -21 10.4 +3.1
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.6 -3.7
TTAC FCF US Quality ETF 0.5 59 -19 6.1 -1.2
DURA VanEck Durable High Dividend ETF 0.5 29 11 7.4 +0.1
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 6.0 -1.3
FDG American Century Focused Dynamic Growth ETF 0.5 45 -5 2.1 -5.1
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 17 3.4 -3.9
AVUQ Avantis U.S. Quality ETF 0.5 15 25 4.4 -2.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 10.9 +3.6
HEAL Global X HealthTech ETF 0.4 50 -10 -0.6 -7.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.4 65 -25 0.8 -6.5
RVER Trenchless Fund ETF 0.4 65 -25 3.0 -4.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.3 -1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.7 -3.5
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 10.0 +2.7
FFOX FundX Future Fund Opportunities ETF 0.4 100 -60 4.1 -3.2
SPIT F/m Emerald Special Situations ETF 0.4 105 -65 -1.0 -8.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 2.9 -4.3
FEGE First Eagle Global Equity ETF 0.4 79 -39 6.5 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -19 2.1 -5.2
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.5 -3.7
TEXN iShares Texas Equity ETF 0.3 20 20 6.2 -1.1
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 7.5 +0.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.6 -2.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.8 +0.6
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.6 -8.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -16 6.3 -1.0
STXG Strive 1000 Growth ETF 0.3 18 22 3.9 -3.4
ICAP InfraCap Equity Income Fund ETF 0.2 171 -131 4.7 -2.6
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -19 2.9 -4.3
BPAY BlackRock Future Financial and Technology ETF 0.2 70 -30 6.9 -0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 0.2 60 -20 5.0 -2.2
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -40 11.7 +4.4
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 3.9 -3.4
OEF iShares S&P 100 ETF 0.2 20 20 4.4 -2.8
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -20 8.3 +1.0
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 25 3.7 -3.5
HDV iShares Core High Dividend ETF 0.2 8 32 7.1 -0.2
PAWZ ProShares Pet Care ETF 0.1 50 -10 3.7 -3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 5.3 -2.0
NIXT Research Affiliates Deletions ETF 0.1 9 31 8.2 +0.9
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.2 -3.0
IWF iShares Russell 1000 Growth ETF 0.1 19 21 4.3 -2.9
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 4.4 -2.8
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 4.5 -2.8

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 11.8 %
Divided by: Fwd. P/BV 1.5 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.73 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.