iShares U.S. Insurance ETF
ALTAR
Score™		 6.3% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 13.1x P/Sales
ratio		 1.4x
P/BV
ratio		 1.8x 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) $796
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 54
Wgt avg mkt cap (mns) $70,854
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 17.8 %
CHUBB LIMITED 11.8 %
TRAVELERS COS INC/THE 6.3 %
AFLAC INC 5.7 %
ALLSTATE CORP 5.4 %
AMERICAN INTERNATIONAL GROUP 4.8 %
METLIFE INC 4.3 %
ARCH CAPITAL GROUP LTD 3.9 %
HARTFORD FINANCIAL SVCS GRP 3.9 %
PRUDENTIAL FINANCIAL INC 3.9 %
Total 67.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.5 %
SWITZERLAND 11.8 %
BERMUDA 5.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
7.6% 23.2% 18.6% 12.8% 7.3%

Market Correlations
versus... Beta R-squared
S&P500 0.64 35%
MSCI EAFE 0.63 35%
MSCI Emg. Mkts. 0.28 7%

Technical Indicators
Recent close $138.47
30d moving avg. $133.55
Annualized volatility 18.5%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 85
Turnover 1.5%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 583 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™: 6.3%


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 52.4 35 5 6.2 -0.1
KIE SPDR S&P Insurance ETF 48.3 35 5 6.3 -0.1
FXO First Trust Financials AlphaDEX Fund 25.6 62 -22 8.1 +1.8
RSPF Invesco S&P 500 Equal Weight Financials ETF 25.0 40 0 6.9 +0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 17.3 60 -20 7.1 +0.8
IYF iShares U.S. Financials ETF 16.1 40 0 6.6 +0.3
SPVM Invesco S&P 500 Value with Momentum ETF 15.2 39 1 8.5 +2.2
USCF Themes US Cash Flow Champions ETF 14.1 29 11 6.6 +0.3
FTDS First Trust Dividend Strength ETF 14.0 70 -30 7.8 +1.5
LYLD Cambria Large Cap Shareholder Yield ETF 13.7 59 -19 9.8 +3.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 12.3 60 -20 4.0 -2.3
VFH Vanguard Financials ETF 12.2 10 30 6.6 +0.3
WTV WisdomTree US Value Fund of Benef Interest 12.1 12 28 9.5 +3.1
FNCL Fidelity MSCI Financials Index ETF 11.9 8 32 6.6 +0.2
XLF Financial Select Sector SPDR Fund 11.1 8 32 6.0 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 9.9 13 27 10.5 +4.2
DFNL Davis Select Financial ETF 9.5 63 -23 8.4 +2.0
PKW Invesco Buyback Achievers ETF 9.5 62 -22 8.0 +1.6
IPDP Dividend Performers ETF 9.4 122 -82 5.0 -1.4
MBOX Freedom Day Dividend ETF 8.9 39 1 7.4 +1.1
VSDA VictoryShares Dividend Accelerator ETF 8.7 35 5 7.0 +0.7
FSCS First Trust SMID Capital Strength ETF 8.7 60 -20 6.4 +0.0
RNMC First Trust Mid Cap US Equity Select ETF 8.7 60 -20 7.0 +0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 8.6 80 -40 5.7 -0.6
FTCS First Trust Capital Strength ETF 8.5 55 -15 5.2 -1.2
AVLV Avantis U.S. Large Cap Value ETF 8.3 15 25 8.1 +1.8
GVLU Gotham 1000 Value ETF 8.2 50 -10 9.1 +2.7
PFI Invesco Dorsey Wright Financial Momentum ETF 8.1 60 -20 4.6 -1.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 8.1 12 28 5.0 -1.3
JOET Virtus Terranova US Quality Momentum ETF 8.0 29 11 5.0 -1.3
IMCV iShares Morningstar Mid-Cap Value ETF 8.0 6 34 7.9 +1.6
XMLV Invesco S&P MidCap Low Volatility ETF 7.9 25 15 6.0 -0.3
CZA Invesco Zacks Mid-Cap ETF 7.8 72 -32 5.9 -0.5
SHRY First Trust Bloomberg Shareholder Yield ETF 7.6 60 -20 7.9 +1.6
DVY iShares Select Dividend ETF 7.4 38 2 9.2 +2.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.4 75 -35 7.6 +1.3
RPV Invesco S&P 500 Pure Value ETF 7.1 35 5 10.7 +4.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 25 6.4 +0.1
USMV iShares MSCI USA Min Vol Factor ETF 7.0 15 25 5.5 -0.8
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 1 9.7 +3.4
PY Principal Value ETF 6.9 15 25 7.1 +0.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.8 35 5 6.1 -0.3
VFMF Vanguard U.S. Multifactor ETF 6.8 18 22 8.5 +2.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.8 20 20 5.3 -1.1
RDVY First Trust Rising Dividend Achievers ETF 6.7 50 -10 7.8 +1.5
VOE Vanguard Mid-Cap Value ETF 6.6 7 33 7.2 +0.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.6 60 -20 5.7 -0.6
FTGS First Trust Growth Strength ETF 6.6 60 -20 5.6 -0.7
CVY Invesco Zacks Multi-Asset Income ETF 6.6 106 -66 10.9 +4.6
LEAD Siren DIVCON Leaders Dividend ETF 6.5 43 -3 4.6 -1.7
DON WisdomTree U.S. MidCap Dividend Fund 6.3 38 2 8.3 +2.0
IXG iShares Global Financials ETF 6.3 42 -2 7.2 +0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.2 30 10 5.0 -1.3
VAMO Cambria Value & Momentum ETF 6.1 61 -21 6.8 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 6.1 59 -19 9.4 +3.1
NUDV Nuveen ESG Dividend ETF 6.1 26 14 6.7 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 6.1 10 30 4.9 -1.5
SPGP Invesco S&P 500 GARP ETF 6.0 34 6 9.6 +3.3
EQRR ProShares Equities for Rising Rates ETF 6.0 35 5 8.0 +1.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.9 55 -15 4.2 -2.1
FOVL iShares Focused Value Factor ETF 5.9 25 15 10.1 +3.7
HAPY Harbor Human Capital Factor Unconstrained ETF 5.8 50 -10 3.4 -3.0
VFVA Vanguard U.S. Value Factor ETF 5.8 13 27 11.7 +5.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.8 30 10 7.9 +1.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.8 65 -25 5.0 -1.4
USMF WisdomTree U.S. Multifactor Fund 5.8 28 12 6.7 +0.4
DEUS Xtrackers Russell US Multifactor ETF 5.8 17 23 6.9 +0.6
SYLD Cambria Shareholder Yield ETF 5.7 59 -19 11.9 +5.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 5.7 60 -20 6.3 -0.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.7 20 20 7.8 +1.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.6 35 5 5.7 -0.6
DFLV Dimensional US Large Cap Value ETF 5.6 22 18 8.2 +1.9
ABEQ Absolute Select Value ETF 5.6 85 -45 4.9 -1.4
LST Leuthold Select Industries ETF 5.6 91 -51 6.1 -0.3
RNSC Furst Trust Small Cap US Equity Select ETF 5.5 60 -20 6.7 +0.3
ROE Astoria US Quality Kings ETF 5.5 49 -9 7.0 +0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.5 80 -40 6.0 -0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 22 8.6 +2.3
MDYV SPDR S&P 400 Mid Cap Value ETF 5.3 15 25 8.7 +2.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.3 15 25 8.7 +2.3
QUVU Hartford Quality Value ETF 5.2 46 -6 7.0 +0.6
IWS iShares Russell Mid-Cap Value ETF 5.2 23 17 6.5 +0.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.2 20 20 7.4 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 5.1 59 -19 6.5 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -20 5.4 -0.9
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -45 2.6 -3.8
BGDV Bahl & Gaynor Dividend ETF 5.0 45 -5 5.0 -1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 5.0 67 -27 10.1 +3.8
BIBL Inspire 100 ETF 5.0 35 5 4.7 -1.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.9 60 -20 5.7 -0.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.9 40 0 7.0 +0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.9 15 25 10.0 +3.6
IMCB iShares Morningstar Mid-Cap ETF 4.9 4 36 6.0 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 4.9 20 20 5.9 -0.5
SPMO Invesco S&P 500 Momentum ETF 4.9 13 27 4.2 -2.1
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 5 4.6 -1.7
FLRG Fidelity U.S. Multifactor ETF 4.8 15 25 7.1 +0.8
SDY SPDR S&P Dividend ETF 4.7 35 5 6.2 -0.2
ONEO SPDR Russell 1000 Momentum Focus ETF 4.7 20 20 6.8 +0.4
FBCV Fidelity Blue Chip Value ETF 4.7 59 -19 7.5 +1.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -10 7.3 +1.0
EZM WisdomTree U.S. MidCap Fund 4.6 38 2 9.3 +3.0
ROUS Hartford Multifactor US Equity ETF 4.6 19 21 7.2 +0.9
VYM Vanguard High Dividend Yield Index ETF 4.6 6 34 7.3 +1.0
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 6.1 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 6.0 -0.3
AVSU Avantis Responsible U.S. Equity ETF 4.6 15 25 6.4 +0.1
HOMZ Hoya Capital Housing ETF 4.5 30 10 6.3 -0.0
PWV Invesco Large Cap Value ETF 4.5 55 -15 7.6 +1.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.5 15 25 7.3 +1.0
DFAT Dimensional U.S. Targeted Value ETF 4.5 28 12 10.0 +3.7
BGIG Bahl & Gaynor Income Growth ETF 4.5 45 -5 5.4 -0.9
FNK First Trust Mid Cap Value AlphaDEX Fund 4.5 70 -30 12.3 +6.0
RFV Invesco S&P Midcap 400 Pure Value ETF 4.4 35 5 14.1 +7.7
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 6.9 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -14 6.9 +0.5
STXV Strive 1000 Value ETF 4.4 18 22 7.5 +1.1
QLV FlexShares US Quality Low Volatility Index Fund 4.3 22 18 5.8 -0.6
DFUV Dimensional US Marketwide Value ETF 4.3 22 18 8.1 +1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 5 7.7 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.3 38 2 7.7 +1.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.2 25 15 7.8 +1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 4.2 12 28 7.0 +0.7
ZECP Zacks Earnings Consistent Portfolio ETF 4.2 55 -15 4.9 -1.4
RWK Invesco S&P MidCap 400 Revenue ETF 4.2 39 1 10.2 +3.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.2 50 -10 8.3 +2.0
VFMO Vanguard U.S. Momentum Factor ETF 4.2 13 27 3.4 -3.0
NULV Nuveen ESG Large-Cap Value ETF 4.2 26 14 6.2 -0.1
SXQG ETC 6 Meridian Quality Growth ETF 4.2 100 -60 4.6 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 22 5.8 -0.5
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 17 5.8 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 4.1 60 -20 8.2 +1.9
FSMD Fidelity Small-Mid Multifactor ETF 4.1 15 25 7.0 +0.7
IWR iShares Russell Midcap ETF 4.1 19 21 5.8 -0.6
BFOR ALPS Barron's 400 ETF 4.1 65 -25 6.2 -0.1
BOUT Innovator IBD Breakout Opportunities ETF 4.1 81 -41 4.8 -1.6
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -25 8.2 +1.9
MAGA Point Bridge America First ETF 4.0 72 -32 6.5 +0.2
KRMA Global X Conscious Companies ETF 4.0 43 -3 6.1 -0.2
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 -2 6.5 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 4.0 80 -40 4.7 -1.6
EVUS iShares ESG Aware MSCI USA Value ETF 4.0 18 22 6.0 -0.3
VBR Vanguard Small Cap Value ETF 4.0 7 33 8.5 +2.2
ISCV iShares Morningstar Small Cap Value ETF 3.9 6 34 8.4 +2.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.9 25 15 6.0 -0.3
CGDV Capital Group Dividend Value ETF 3.9 33 7 4.9 -1.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.9 39 1 10.3 +3.9
DIA SPDR Dow Jones Industrial Average ETF Trust 3.9 16 24 5.7 -0.7
BEEX BeeHive ETF 3.9 84 -44 4.7 -1.6
DIVG Invesco S&P 500 High Dividend Growers ETF 3.9 39 1 5.3 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 3.9 24 16 7.2 +0.9
RSP Invesco S&P 500 Equal Weight ETF 3.8 20 20 6.3 +0.0
IJH iShares Core S&P Mid-Cap ETF 3.8 5 35 7.4 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 3.8 9 31 6.0 -0.4
RPG Invesco S&P 500 Pure Growth ETF 3.8 35 5 3.6 -2.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.8 38 2 6.2 -0.1
VO Vanguard Mid-Cap ETF 3.8 4 36 5.6 -0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.8 15 25 4.3 -2.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.7 3 37 7.4 +1.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.7 56 -16 2.6 -3.8
IVOO Vanguard S&P Mid-Cap 400 ETF 3.7 10 30 7.3 +1.0
SSPY Syntax Stratified LargeCap ETF 3.7 30 10 6.6 +0.2
AVUS Avantis U.S. Equity ETF 3.7 15 25 6.3 -0.0
SPDV AAM S&P 500 High Dividend Value ETF 3.7 29 11 9.8 +3.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.7 65 -25 5.4 -1.0
EDOW First Trust Dow 30 Equal Weight ETF 3.7 50 -10 5.3 -1.0
GRNY Fundstrat Granny Shots US Large Cap ETF 3.7 75 -35 3.7 -2.6
QUS SPDR MSCI USA StrategicFactors ETF 3.7 15 25 5.8 -0.5
JQUA JPMorgan U.S. Quality Factor ETF 3.7 12 28 6.0 -0.4
JHDV John Hancock U.S. High Dividend ETF 3.7 34 6 6.3 -0.0
VLU SPDR S&P 1500 Value Tilt ETF 3.7 12 28 7.2 +0.8
AFLG First Trust Active Factor Large Cap ETF 3.6 55 -15 6.2 -0.1
SMAP Amplify Small-Mid Cap Equity ETF 3.6 60 -20 1.3 -5.0
SIZE iShares MSCI USA Size Factor ETF 3.6 15 25 5.8 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.6 15 25 5.8 -0.5
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 15 10.8 +4.5
VTV Vanguard Value ETF 3.6 4 36 6.9 +0.6
SMCF Themes US Small Cap Cash Flow Champions ETF 3.5 29 11 11.8 +5.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.5 7 33 7.4 +1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 33 6.2 -0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 -12 5.6 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 3.5 39 1 7.0 +0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.5 58 -18 5.6 -0.7
FVD First Trust Value Line Dividend Index Fund 3.5 65 -25 6.1 -0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.5 59 -19 2.8 -3.5
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 25 5.4 -0.9
RWL Invesco S&P 500 Revenue ETF 3.5 39 1 7.0 +0.7
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 36 6.7 +0.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.4 60 -20 6.4 +0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.4 60 -20 8.5 +2.1
SFYX SoFi Next 500 ETF 3.4 0 40 3.6 -2.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.4 24 16 7.6 +1.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.4 18 22 4.9 -1.4
FDLO Fidelity Low Volatility Factor ETF 3.4 15 25 5.4 -1.0
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 6 5.6 -0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.4 29 11 6.4 +0.1
VEGN US Vegan Climate ETF 3.4 60 -20 4.6 -1.7
STXM Strive Mid-Cap ETF 3.3 18 22 3.6 -2.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 36 6.1 -0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.2 +0.9
DIVB iShares Core Dividend ETF 3.3 5 35 7.7 +1.3
FLDZ RiverNorth Patriot ETF 3.3 75 -35 5.9 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 -24 2.4 -3.9
USXF iShares ESG Advanced MSCI USA ETF 3.3 10 30 4.9 -1.4
DFAS Dimensional U.S. Small Cap ETF 3.3 26 14 6.9 +0.6
PTL Inspire 500 ETF 3.3 9 31 5.4 -0.9
PSCF Invesco S&P SmallCap Financials ETF 3.3 29 11 6.2 -0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 5.9 -0.4
ACSI American Customer Satisfaction ETF 3.2 65 -25 5.2 -1.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 6.1 -0.2
DFVX Dimensional US Large Cap Vector ETF 3.2 22 18 6.6 +0.2
KRUZ Unusual Whales Subversive Republican Trading ETF 3.2 75 -35 6.0 -0.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 28 4.8 -1.6
ISCB iShares Morningstar Small-Cap ETF 3.2 4 36 5.6 -0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.2 30 10 7.0 +0.6
TAX Cambria Tax Aware ETF 3.1 49 -9 5.4 -0.9
BLCV iShares Large Cap Value Active ETF 3.1 53 -13 7.6 +1.3
TIME Clockwise Core Equity & Innovation ETF 3.1 95 -55 8.1 +1.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.1 25 15 4.9 -1.5
SPLV Invesco S&P 500 Low Volatility ETF 3.1 25 15 4.8 -1.5
OPTZ Optimize Strategy Index ETF 3.1 50 -10 5.3 -1.0
JAVA JPMorgan Active Value ETF 3.1 44 -4 6.3 -0.0
FNDX Schwab Fundamental US Large Co. Index ETF 3.1 25 15 7.4 +1.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 -20 4.6 -1.7
IWD iShares Russell 1000 Value ETF 3.0 19 21 6.5 +0.1
VONV Vanguard Russell 1000 Value ETF 3.0 8 32 6.6 +0.3
VIG Vanguard Dividend Appreciation ETF 3.0 6 34 6.0 -0.4
FDWM Fidelity Women's Leadership ETF 3.0 59 -19 3.2 -3.2
FVAL Fidelity Value Factor ETF 3.0 15 25 7.3 +1.0
AUSF Global X Adaptive U.S. Factor ETF 3.0 27 13 9.2 +2.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.0 35 5 4.7 -1.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 3.0 42 -2 5.5 -0.9
FNDB Schwab Fundamental US Broad Market Index ETF 3.0 25 15 7.3 +0.9
ESIX SPDR S&P SmallCap 600 ESG ETF 3.0 12 28 5.9 -0.5
TPSC Timothy Plan US Small Cap Core ETF 3.0 52 -12 7.2 +0.9
PRAY FIS Christian Stock Fund 2.9 69 -29 5.5 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.5 +0.2
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 15 7.1 +0.8
DFSV Dimensional US Small Cap Value ETF 2.9 31 9 10.9 +4.6
DFAC Dimensional U.S. Core Equity 2 ETF 2.9 17 23 6.0 -0.3
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 4.9 -1.4
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 -2 6.9 +0.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.9 10 30 3.3 -3.1
JHML John Hancock Multifactor Large Cap ETF 2.9 29 11 5.6 -0.7
PFM Invesco Dividend Achievers ETF 2.9 53 -13 5.3 -1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 30 4.2 -2.2
SPHQ Invesco S&P 500 Quality ETF 2.9 15 25 5.3 -1.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.8 17 23 5.7 -0.6
EPS WisdomTree U.S. LargeCap Fund 2.8 8 32 6.1 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.5 -0.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.8 15 25 7.3 +1.0
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -38 9.6 +3.3
WCEO Hypatia Women CEO ETF 2.8 85 -45 -1.3 -7.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 25 6.0 -0.4
VB Vanguard Small-Cap ETF 2.8 5 35 5.7 -0.6
DCOR Dimensional US Core Equity 1 ETF 2.7 14 26 5.8 -0.5
MGV Vanguard Mega Cap Value ETF 2.7 7 33 6.7 +0.4
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 6.2 -0.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.7 12 28 6.6 +0.2
SCHV Schwab U.S. Large-Cap Value ETF 2.7 4 36 6.8 +0.5
DUSA Davis Select U.S. Equity ETF 2.7 61 -21 8.2 +1.9
DWLD Davis Select Worldwide ETF 2.7 63 -23 7.8 +1.5
JEPI JPMorgan Equity Premium Income ETF 2.7 35 5 5.4 -0.9
PDP Invesco Dorsey Wright Momentum ETF 2.7 62 -22 3.6 -2.8
QGRO American Century U.S. Quality Growth ETF 2.7 29 11 3.8 -2.5
NUMV Nuveen ESG Mid-Cap Value ETF 2.7 31 9 6.4 +0.0
NUSC Nuveen ESG Small-Cap ETF 2.6 31 9 5.3 -1.0
SCHA Schwab U.S. Small-Cap ETF 2.6 4 36 5.3 -1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.6 24 16 7.6 +1.3
DGRO iShares Core Dividend Growth ETF 2.6 8 32 6.6 +0.3
SUSA iShares MSCI USA ESG Select ETF 2.6 25 15 5.0 -1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.6 65 -25 3.0 -3.3
VXF Vanguard Extended Market ETF 2.6 6 34 4.5 -1.8
DHS WisdomTree U.S. High Dividend Fund 2.6 38 2 7.8 +1.4
MDLV Morgan Dempsey Large Cap Value ETF 2.6 58 -18 7.0 +0.7
ONEY SPDR Russell 1000 Yield Focus ETF 2.6 20 20 9.1 +2.7
STXK Strive Small-Cap ETF 2.6 18 22 5.5 -0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 36 5.9 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 15 5.9 -0.5
TOGA Tremblant Global ETF 2.5 69 -29 2.5 -3.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.5 39 1 5.4 -0.9
IJR iShares Core S&P Small Cap ETF 2.5 6 34 7.3 +1.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 33 8.2 +1.9
EQAL Invesco Russell 1000 Equal Weight ETF 2.5 20 20 6.6 +0.2
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.6 -0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 4.3 -2.1
QWLD SPDR MSCI World StrategicFactors ETF 2.4 30 10 5.9 -0.4
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 22 6.8 +0.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.4 70 -30 2.8 -3.6
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 12 6.2 -0.1
APUE ActivePassive U.S. Equity ETF 2.4 45 -5 4.9 -1.4
EQIN Columbia US Equity Income ETF 2.4 35 5 6.8 +0.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 34 2.7 -3.6
ILCV iShares Morningstar Value ETF 2.4 4 36 6.7 +0.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 37 7.4 +1.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 30 7.2 +0.9
HDUS Hartford Disciplined US Equity ETF 2.4 19 21 5.9 -0.5
HKND Humankind US Stock ETF 2.3 11 29 7.5 +1.1
IUSV iShares Core S&P US Value ETF 2.3 4 36 6.5 +0.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 5 4.6 -1.7
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 5.8 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.3 12 28 5.1 -1.2
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 22 9.4 +3.1
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 6.6 +0.3
OSCV Opus Small Cap Value ETF 2.3 79 -39 6.7 +0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 -20 4.7 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.2 29 11 6.8 +0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.2 17 23 6.0 -0.3
IUS Invesco RAFI Strategic US ETF 2.2 19 21 7.1 +0.7
SLYV SPDR S&P 600 Small Cap Value ETF 2.2 15 25 9.5 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 15 25 9.3 +2.9
EQWL Invesco S&P 100 Equal Weight ETF 2.2 25 15 6.2 -0.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 25 5.9 -0.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 31 5.6 -0.8
DFAU Dimensional US Core Equity Market ETF 2.2 12 28 5.5 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.2 9 31 5.0 -1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.2 70 -30 5.2 -1.1
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 -35 5.4 -1.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.2 60 -20 1.2 -5.1
AVSC Avantis U.S Small Cap Equity ETF 2.2 25 15 6.6 +0.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.2 15 25 6.0 -0.3
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -50 4.4 -2.0
OCFS Otter Creek Focus Strategy ETF 2.2 85 -45 4.6 -1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.6 -0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.2 15 25 6.0 -0.3
RGEF Rockefeller Global Equity ETF 2.1 55 -15 5.2 -1.1
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -40 6.6 +0.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.1 39 1 9.8 +3.5
VOOV Vanguard S&P 500 Value ETF 2.1 10 30 6.3 -0.0
IVE iShares S&P 500 Value ETF 2.1 18 22 6.2 -0.1
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 36 6.4 +0.0
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -35 5.2 -1.2
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 28 8.5 +2.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 5.0 -1.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -21 5.9 -0.5
TMFX Motley Fool Next Index ETF 2.1 50 -10 3.2 -3.1
SCHD Schwab US Dividend Equity ETF 2.1 6 34 9.4 +3.1
FFTY Innovator IBD 50 ETF 2.1 80 -40 -2.5 -8.9
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -25 3.5 -2.8
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 31 5.0 -1.3
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 5.1 -1.2
ULVM VictoryShares US Value Momentum ETF 2.1 20 20 7.2 +0.9
SMMD iShares Russell 2500 ETF 2.0 15 25 6.2 -0.1
FQAL Fidelity Quality Factor ETF 2.0 15 25 5.9 -0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.0 11 29 5.4 -1.0
DSI iShares MSCI KLD 400 Social ETF 2.0 25 15 5.2 -1.1
NULC Nuveen ESG Large-Cap ETF 2.0 21 19 5.0 -1.3
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 15 5.9 -0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 2.0 45 -5 9.2 +2.9
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 11 7.3 +1.0
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -39 4.3 -2.0
LOWV AB US Low Volatility Equity ETF 1.9 48 -8 5.3 -1.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.9 0 40 12.7 +6.4
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 5 5.6 -0.7
LCF Touchstone US Large Cap Focused ETF 1.9 69 -29 4.6 -1.7
IWX iShares Russell Top 200 Value ETF 1.9 20 20 6.4 +0.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.9 65 -25 4.9 -1.5
VLUE iShares MSCI USA Value Factor ETF 1.9 15 25 10.2 +3.8
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 30 5.3 -1.0
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 34 4.1 -2.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 5.9 -0.4
FLV American Century Focused Large Cap Value ETF 1.8 42 -2 6.7 +0.3
SDOG ALPS Sector Dividend Dogs ETF 1.8 36 4 9.3 +3.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.8 39 1 4.0 -2.3
MTUM iShares MSCI USA Momentum Factor ETF 1.8 15 25 3.9 -2.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.8 36 4 10.3 +4.0
DFUS Dimensional U.S. Equity ETF 1.8 9 31 5.3 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 15 6.6 +0.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 11 5.1 -1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 30 5.3 -1.0
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 25 7.6 +1.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 31 4.0 -2.3
LRGF iShares U.S. Equity Factor ETF 1.8 8 32 5.8 -0.5
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 4.6 -1.8
JPEF JPMorgan Equity Focus ETF 1.8 50 -10 4.5 -1.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.8 52 -12 6.9 +0.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 -35 3.7 -2.6
IWB iShares Russell 1000 ETF 1.8 15 25 5.2 -1.1
REVS Columbia Research Enhanced Value ETF 1.8 19 21 7.6 +1.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 10 7.4 +1.1
VONE Vanguard Russell 1000 ETF 1.7 8 32 5.3 -1.1
XVV iShares ESG Screened S&P 500 ETF 1.7 8 32 5.1 -1.2
IWV iShares Russell 3000 ETF 1.7 20 20 5.0 -1.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 37 5.5 -0.9
VTI Vanguard Total Stock Market ETF 1.7 3 37 5.2 -1.2
VTHR Vanguard Russell 3000 ETF 1.7 10 30 5.2 -1.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.7 55 -15 5.2 -1.2
SFY SoFi Select 500 ETF 1.7 0 40 4.8 -1.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.7 12 28 8.1 +1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 25 5.1 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 5.2 -1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -55 0.7 -5.6
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 20 8.2 +1.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.7 52 -12 9.9 +3.5
IYY iShares Dow Jones U.S. ETF 1.7 20 20 5.1 -1.2
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 5.3 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 31 4.4 -1.9
HLGE Hartford Longevity Economy ETF 1.7 44 -4 5.5 -0.8
SCHK Schwab 1000 Index ETF 1.7 5 35 5.3 -1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 29 5.2 -1.1
NIXT Research Affiliates Deletions ETF 1.7 9 31 3.8 -2.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 20 5.5 -0.8
EES WisdomTree U.S. SmallCap Fund 1.7 38 2 9.1 +2.8
PBUS Invesco MSCI USA ETF 1.7 4 36 5.2 -1.1
IWN iShares Russell 2000 Value ETF 1.7 24 16 5.8 -0.6
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 5.3 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 20 5.3 -1.0
VTWV Vanguard Russell 2000 Value ETF 1.6 15 25 5.9 -0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 20 5.0 -1.3
VV Vanguard Large-Cap ETF 1.6 4 36 5.2 -1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.6 79 -39 5.2 -1.1
PWB Invesco Large Cap Growth ETF 1.6 56 -16 3.2 -3.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.6 12 28 4.5 -1.8
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 37 5.2 -1.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 4.9 -1.4
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 15 5.4 -0.9
IVV iShares Core S&P 500 ETF 1.6 3 37 5.3 -1.0
VOO Vanguard S&P 500 ETF 1.6 3 37 5.3 -1.0
SPY SPDR S&P 500 ETF Trust 1.6 9 31 5.2 -1.1
STRV Strive 500 ETF 1.6 5 35 5.2 -1.2
SPLG SPDR Portfolio S&P 500 ETF 1.6 2 38 5.3 -1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.6 32 8 5.2 -1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 26 5.2 -1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 4 5.1 -1.2
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 4.7 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 33 5.2 -1.1
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 31 4.7 -1.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.6 35 5 10.9 +4.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.6 35 5 6.9 +0.5
GDIV Harbor Dividend Growth Leaders ETF 1.6 50 -10 5.2 -1.1
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 1 5.3 -1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 40 5.3 -1.1
BLES Inspire Global Hope ETF 1.5 61 -21 6.8 +0.5
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 5.2 -1.1
VOTE TCW Transform 500 ETF 1.5 5 35 5.2 -1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 5.3 -1.1
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 5.3 -1.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 8.6 +2.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.5 48 -8 8.3 +2.0
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 5.4 -1.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 6.1 -0.3
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.6 +1.3
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 4.8 -1.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 11 4.8 -1.5
RSSL Global X Russell 2000 ETF 1.5 8 32 3.6 -2.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 35 7.1 +0.8
ROSC Hartford Multifactor Small Cap ETF 1.5 34 6 9.0 +2.6
GURU Global X Guru Index ETF 1.4 75 -35 4.2 -2.2
IWM iShares Russell 2000 ETF 1.4 19 21 3.6 -2.7
XSHQ Invesco S&P SmallCap Quality ETF 1.4 29 11 8.4 +2.1
KBWD Invesco KBW High Dividend Yield Financial ETF 1.4 384 -344 9.8 +3.5
VTWO Vanguard Russell 2000 ETF 1.4 10 30 3.8 -2.5
FELC Fidelity Enhanced Large Cap Core ETF 1.4 18 22 5.6 -0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.4 71 -31 1.1 -5.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -49 9.4 +3.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 32 5.3 -1.1
DGT SPDR Global Dow ETF 1.4 50 -10 7.5 +1.1
PSC Principal U.S. Small-Cap ETF 1.4 38 2 6.9 +0.6
INRO iShares U.S. Industry Rotation Active ETF 1.4 42 -2 4.1 -2.2
FESM Fidelity Enhanced Small Cap ETF 1.4 28 12 3.8 -2.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 5.1 -1.2
WBIY WBI Power Factor High Dividend ETF 1.4 100 -60 13.4 +7.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 33 5.2 -1.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.3 15 25 5.3 -1.0
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 25 5.1 -1.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.9 +0.6
RVRB Reverb ETF 1.3 30 10 3.7 -2.6
FCPI Fidelity Stocks for Inflation ETF 1.3 15 25 7.8 +1.4
ITAN Sparkline Intangible Value ETF 1.3 50 -10 6.5 +0.2
IWO iShares Russell 2000 Growth ETF 1.3 24 16 1.5 -4.9
DES WisdomTree U.S. SmallCap Dividend Fund 1.2 38 2 8.7 +2.3
VTWG Vanguard Russell 2000 Growth ETF 1.2 15 25 1.5 -4.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 6.0 -0.3
TOK iShares MSCI Kokusai ETF 1.2 26 14 5.2 -1.2
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 8.3 +2.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.2 60 -20 9.6 +3.3
GINX SGI Enhanced Global Income ETF 1.2 98 -58 7.3 +1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.5 -0.9
USSE Segall Bryant & Hamill Select Equity ETF 1.2 65 -25 4.4 -2.0
KONG Formidable Fortress ETF 1.2 89 -49 5.7 -0.7
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -49 4.5 -1.9
MGC Vanguard Mega Cap ETF 1.2 7 33 5.1 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 5.4 -1.0
URTH iShares MSCI World ETF 1.2 24 16 5.5 -0.8
VBK Vanguard Small-Cap Growth ETF 1.2 7 33 1.7 -4.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 5 9.6 +3.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 5 5.8 -0.6
CSMD Congress SMid Growth ETF 1.1 69 -29 4.2 -2.1
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -7 5.5 -0.8
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -33 9.9 +3.6
FFND Future Fund Active ETF 1.1 100 -60 4.7 -1.7
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 36 4.7 -1.6
IWL iShares Russell Top 200 ETF 1.1 15 25 5.1 -1.3
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 11.0 +4.7
RUNN Running Oak Efficient Growth ETF 1.1 58 -18 4.9 -1.5
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 10 8.6 +2.3
LQPE PEO AlphaQuest Thematic PE ETF 1.1 125 -85 6.9 +0.6
DURA VanEck Durable High Dividend ETF 1.1 29 11 8.5 +2.1
ACVF American Conservative Values ETF 1.1 75 -35 4.5 -1.9
OALC OneAscent Large Cap Core ETF 1.1 86 -46 4.6 -1.7
VT Vanguard Total World Stock ETF 1.1 7 33 6.3 -0.1
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -10 4.8 -1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 25 4.7 -1.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -12 6.5 +0.2
ACWI iShares MSCI ACWI ETF 1.1 32 8 6.0 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 11 7.4 +1.1
IVW iShares S&P 500 Growth ETF 1.0 18 22 4.5 -1.8
VOOG Vanguard S&P 500 Growth ETF 1.0 10 30 4.6 -1.7
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 4.7 -1.7
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 30 6.1 -0.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 5 3.1 -3.2
FDMO Fidelity Momentum Factor ETF 1.0 15 25 4.1 -2.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 12 5.7 -0.6
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -50 10.0 +3.7
UDI USCF Dividend Income Fund 1.0 65 -25 6.5 +0.2
CHGX AXS Change Finance ESG ETF 1.0 49 -9 5.3 -1.0
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 1.3 -5.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -35 4.2 -2.2
TMFC Motley Fool 100 Index ETF 0.9 50 -10 4.1 -2.2
LVOL American Century Low Volatility ETF 0.9 29 11 4.4 -1.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 6.1 -0.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -35 8.4 +2.1
STXD Strive 1000 Dividend Growth ETF 0.9 35 5 5.0 -1.4
RECS Columbia Research Enhanced Core ETF 0.9 15 25 6.2 -0.2
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 17 3.7 -2.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 3.7 -2.6
ILCG iShares Morningstar Growth ETF 0.8 4 36 4.1 -2.2
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 36 4.4 -2.0
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 20 3.7 -2.6
GSPY Gotham Enhanced 500 ETF 0.8 50 -10 5.5 -0.8
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -19 4.4 -2.0
GLOF iShares Global Equity Factor ETF 0.8 20 20 6.8 +0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.8 49 -9 4.9 -1.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -20 4.4 -1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 28 4.8 -1.5
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 25 5.3 -1.0
BKWO BNY Mellon Women's Opportunities ETF 0.8 50 -10 4.0 -2.4
DEW WisdomTree Global High Dividend Fund 0.7 58 -18 7.7 +1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -8 6.0 -0.4
CGDG Capital Group Dividend Growers ETF 0.7 47 -7 6.3 -0.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -16 12.6 +6.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 25 5.7 -0.6
STXG Strive 1000 Growth ETF 0.6 18 22 4.2 -2.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 5 9.2 +2.9
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 8.4 +2.0
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.8 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.6 8 32 4.9 -1.4
JGRO JPMorgan Active Growth ETF 0.6 44 -4 3.9 -2.4
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.9 -1.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -7 9.8 +3.4
VIDI Vident International Equity Strategy ETF 0.5 61 -21 12.0 +5.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 2 10.1 +3.8
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 -9 5.9 -0.5
TTAC FCF US Quality ETF 0.5 59 -19 6.1 -0.3
FDG American Century Focused Dynamic Growth ETF 0.5 45 -5 2.4 -3.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -20 2.1 -4.2
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 5.1 -1.2
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 7.0 +0.7
AIEQ AI Powered Equity ETF 0.4 75 -35 4.1 -2.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.5 +0.2
HDV iShares Core High Dividend ETF 0.4 8 32 6.7 +0.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 4.3 -2.1
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.1 -7.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.7 -2.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.0 +0.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.5 -1.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.3 49 -9 12.7 +6.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 -25 2.3 -4.0
OEF iShares S&P 100 ETF 0.3 20 20 5.1 -1.3
DUHP Dimensional US High Profitability ETF 0.3 21 19 6.6 +0.2
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -40 12.6 +6.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -16 6.3 -0.1
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 3.4 -3.0
TMAT Main Thematic Innovation ETF 0.2 164 -124 -1.5 -7.8
ISRA VanEck Israel ETF 0.2 59 -19 7.8 +1.4
FINX Global X FinTech ETF 0.2 68 -28 2.6 -3.7
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 2.1 -4.3
ABFL Abacus FCF Leaders ETF 0.2 59 -19 5.8 -0.5
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -30 7.5 +1.2
PAWZ ProShares Pet Care ETF 0.1 50 -10 3.9 -2.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 5.4 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.7 -1.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 8.4 +2.1

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:

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 11.8 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.66 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.