iShares U.S. Insurance ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 13.8x P/Sales
ratio		 1.6x
P/BV
ratio		 2.0x Div.
yield		 1.8%


  • 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) $761
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 52
Wgt avg mkt cap (mns) $65,326
Large cap (>$10bn) 89.3%
Mid cap ($2-10bn) 9.3%
Small cap (<$2bn) 1.4%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 16.2 %
CHUBB LIMITED 11.7 %
TRAVELERS COS INC/THE 6.4 %
AFLAC INC 6.1 %
METLIFE INC 4.7 %
PRUDENTIAL FINANCIAL INC 4.7 %
ALLSTATE CORP 4.5 %
AMERICAN INTERNATIONAL GROUP 4.4 %
HARTFORD FINANCIAL SVCS GRP 4.1 %
ARCH CAPITAL GROUP LTD 3.9 %
Total 66.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.7 %
SWITZERLAND 11.7 %
BERMUDA 5.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
27.3% 36.0% 15.0% 12.2% 7.3%

Market Correlations
versus... Beta R-squared
S&P500 0.58 33%
MSCI EAFE 0.62 39%
MSCI Emg. Mkts. 0.30 9%

Technical Indicators
Recent close $132.42
30d moving avg. $129.57
Annualized volatility 17.6%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.5%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 55
Turnover 1.0%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $4,302

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 598 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™: 5.9%


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 50.9 35 5 5.6 -0.2
KIE SPDR S&P Insurance ETF 48.8 35 5 6.0 +0.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 21.6 40 0 6.2 +0.3
FXO First Trust Financials AlphaDEX Fund 20.7 62 -22 7.4 +1.5
USCF Themes US Cash Flow Champions ETF 15.1 29 11 7.9 +2.0
IYF iShares U.S. Financials ETF 15.1 40 0 5.4 -0.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 14.7 60 -20 8.7 +2.8
SPVM Invesco S&P 500 Value with Momentum ETF 14.4 39 1 7.8 +2.0
LYLD Cambria Large Cap Shareholder Yield ETF 13.4 59 -19 9.1 +3.2
EQRR ProShares Equities for Rising Rates ETF 12.7 35 5 7.8 +1.9
SHRY First Trust Bloomberg Shareholder Yield ETF 12.3 60 -20 6.9 +1.0
FNCL Fidelity MSCI Financials Index ETF 12.3 8 32 5.6 -0.3
PFI Invesco Dorsey Wright Financial Momentum ETF 11.8 60 -20 5.0 -0.8
VFH Vanguard Financials ETF 11.7 10 30 5.7 -0.2
WTV WisdomTree US Value Fund of Benef Interest 11.4 12 28 8.7 +2.8
XLF Financial Select Sector SPDR Fund 10.8 9 31 5.3 -0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 10.2 60 -20 3.9 -2.0
DFNL Davis Select Financial ETF 10.1 63 -23 6.6 +0.8
VSDA VictoryShares Dividend Accelerator ETF 9.4 35 5 6.7 +0.8
GVLU Gotham 1000 Value ETF 9.4 50 -10 7.4 +1.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.1 75 -35 6.8 +0.9
MBOX Freedom Day Dividend ETF 8.5 39 1 7.4 +1.6
FTDS First Trust Dividend Strength ETF 8.2 70 -30 8.1 +2.3
PKW Invesco Buyback Achievers ETF 8.2 62 -22 6.4 +0.5
BFIIX Baron FinTech 8.0 75 -35 3.4 -2.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.8 12 28 5.3 -0.6
RPV Invesco S&P 500 Pure Value ETF 7.4 35 5 9.7 +3.9
VAMO Cambria Value & Momentum ETF 7.3 61 -21 8.2 +2.4
DVY iShares Select Dividend ETF 7.3 38 2 8.0 +2.1
USMV iShares MSCI USA Min Vol Factor ETF 7.3 15 25 5.6 -0.3
XMLV Invesco S&P MidCap Low Volatility ETF 7.3 25 15 6.6 +0.7
PWV Invesco Large Cap Value ETF 7.2 55 -15 6.9 +1.0
ROE Astoria US Quality Kings ETF 7.1 49 -9 7.2 +1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 25 6.4 +0.5
RNMC First Trust Mid Cap US Equity Select ETF 7.1 60 -20 6.3 +0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 7.0 20 20 4.0 -1.9
IMCV iShares Morningstar Mid-Cap Value ETF 6.8 6 34 7.5 +1.6
USMF WisdomTree U.S. Multifactor Fund 6.8 28 12 7.1 +1.2
VOE Vanguard Mid-Cap Value ETF 6.5 7 33 6.9 +1.0
IXG iShares Global Financials ETF 6.4 42 -2 6.2 +0.3
PY Principal Value ETF 6.4 15 25 7.0 +1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 6.4 40 0 6.2 +0.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.3 60 -20 6.1 +0.2
JOET Virtus Terranova US Quality Momentum ETF 6.3 29 11 4.7 -1.2
FSCS First Trust SMID Capital Strength ETF 6.2 60 -20 5.8 -0.0
FTA First Trust Large Cap Value AlphaDEX Fund 6.2 59 -19 8.2 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.1 60 -20 6.3 +0.4
FOVL iShares Focused Value Factor ETF 6.1 25 15 8.5 +2.6
FTCS First Trust Capital Strength ETF 5.8 55 -15 5.7 -0.1
DEUS Xtrackers Russell US Multifactor ETF 5.8 17 23 6.9 +1.0
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.5 +2.7
RDVY First Trust Rising Dividend Achievers ETF 5.7 50 -10 9.1 +3.3
AVLV Avantis U.S. Large Cap Value ETF 5.7 15 25 7.1 +1.3
FTGS First Trust Growth Strength ETF 5.7 60 -20 5.4 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 5.7 10 30 5.5 -0.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.7 80 -40 5.8 -0.0
CZA Invesco Zacks Mid-Cap ETF 5.6 72 -32 5.6 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 5.5 22 18 3.8 -2.1
SYLD Cambria Shareholder Yield ETF 5.5 59 -19 10.9 +5.0
VFVA Vanguard U.S. Value Factor ETF 5.4 13 27 10.0 +4.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.4 50 -10 7.6 +1.8
ABEQ Absolute Select Value ETF 5.4 85 -45 4.3 -1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 22 6.9 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.4 15 25 4.1 -1.8
SPVU Invesco S&P 500 Enhanced Value ETF 5.2 13 27 8.9 +3.1
SIXL ETC 6 Meridian Low Beta Equity ETF 5.2 80 -40 4.2 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.2 20 20 6.4 +0.5
DFLV Dimensional US Large Cap Value ETF 5.2 22 18 7.4 +1.6
MDYV SPDR S&P 400 Mid Cap Value ETF 5.2 15 25 7.0 +1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 5 6.3 +0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.2 15 25 7.0 +1.1
TMDV ProShares Russell US Dividend Growers ETF 5.1 35 5 5.9 +0.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.1 60 -20 5.5 -0.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.0 20 20 7.6 +1.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.0 30 10 7.9 +2.1
NUMV Nuveen ESG Mid-Cap Value ETF 5.0 31 9 6.6 +0.8
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -20 4.9 -1.0
NULV Nuveen ESG Large-Cap Value ETF 5.0 26 14 6.7 +0.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.0 60 -20 6.4 +0.5
MTUM iShares MSCI USA Momentum Factor ETF 5.0 15 25 4.1 -1.8
IWS iShares Russell Mid-Cap Value ETF 4.9 23 17 6.2 +0.4
FEX First Trust Large Cap Core AlphaDEX Fund 4.9 59 -19 5.6 -0.3
QUVU Hartford Quality Value ETF 4.9 46 -6 6.6 +0.8
FAB First Trust Multi Cap Value AlphaDEX Fund 4.8 67 -27 8.6 +2.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.8 35 5 5.8 -0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.7 39 1 8.6 +2.8
IPDP Dividend Performers ETF 4.7 122 -82 5.2 -0.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.7 55 -15 4.3 -1.6
DON WisdomTree U.S. MidCap Dividend Fund 4.6 38 2 7.7 +1.9
ULVM VictoryShares US Value Momentum ETF 4.6 20 20 7.0 +1.1
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 5.6 -0.3
FDLO Fidelity Low Volatility Factor ETF 4.6 15 25 5.3 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 5.6 -0.3
TPHD Timothy Plan High Dividend Stock ETF 4.6 52 -12 5.9 +0.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.6 54 -14 5.9 +0.0
SPMO Invesco S&P 500 Momentum ETF 4.5 13 27 3.8 -2.0
AVSU Avantis Responsible U.S. Equity ETF 4.5 15 25 6.1 +0.2
FBCV Fidelity Blue Chip Value ETF 4.5 59 -19 7.0 +1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.5 79 -39 4.6 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 4.5 55 -15 4.7 -1.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.5 50 -10 6.7 +0.9
STXV Strive 1000 Value ETF 4.5 18 22 7.5 +1.7
JHDV John Hancock U.S. High Dividend ETF 4.5 34 6 6.2 +0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.5 52 -12 5.1 -0.8
XMHQ Invesco S&P MidCap Quality ETF 4.4 25 15 6.9 +1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 4.4 20 20 6.8 +0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.4 58 -18 5.0 -0.8
ROUS Hartford Multifactor US Equity ETF 4.4 19 21 6.5 +0.7
SDY SPDR S&P Dividend ETF 4.4 35 5 5.9 +0.1
VYM Vanguard High Dividend Yield Index ETF 4.4 6 34 6.8 +0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 9.3 +3.5
SPGP Invesco S&P 500 GARP ETF 4.4 34 6 7.9 +2.0
IMCB iShares Morningstar Mid-Cap ETF 4.3 4 36 5.7 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 4.3 20 20 6.3 +0.5
CWS AdvisorShares Focused Equity ETF 4.3 84 -44 4.6 -1.3
DFAT Dimensional U.S. Targeted Value ETF 4.3 28 12 7.8 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 5 7.6 +1.8
JSTC Adasina Social Justice All Cap Global ETF 4.3 89 -49 4.9 -1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.2 38 2 7.6 +1.7
HOMZ Hoya Capital Housing ETF 4.2 30 10 7.0 +1.2
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -15 5.8 -0.0
FNK First Trust Mid Cap Value AlphaDEX Fund 4.2 70 -30 10.0 +4.2
BIBL Inspire 100 ETF 4.2 35 5 5.1 -0.8
DFUV Dimensional US Marketwide Value ETF 4.2 22 18 7.2 +1.3
MBCC Monarch Blue Chips Core ETF 4.1 125 -85 3.4 -2.4
AFMC First Trust Active Factor Mid Cap ETF 4.1 65 -25 6.9 +1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 4.1 80 -40 3.8 -2.0
QDIV Global X S&P 500 Quality Dividend ETF 4.1 20 20 7.5 +1.7
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 22 5.4 -0.4
XMVM Invesco S&P MidCap Value with Momentum ETF 4.0 39 1 9.9 +4.1
JEPI JPMorgan Equity Premium Income ETF 4.0 35 5 5.1 -0.8
CGDV Capital Group Dividend Value ETF 4.0 33 7 5.6 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.0 12 28 6.5 +0.6
SMDY Syntax Stratified MidCap ETF 4.0 35 5 5.8 -0.1
YALL God Bless America ETF 3.9 65 -25 3.2 -2.7
BARAX Baron Asset Retail 3.9 75 -35 3.4 -2.4
BFGFX Baron Focused Growth Retail 3.9 75 -35 3.1 -2.8
BPTRX Baron Partners Retail 3.9 75 -35 3.6 -2.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.9 15 25 6.7 +0.9
QDF FlexShares Quality Dividend Index Fund 3.9 37 3 4.2 -1.7
DIVG Invesco S&P 500 High Dividend Growers ETF 3.9 39 1 7.5 +1.6
IWR iShares Russell Midcap ETF 3.9 19 21 5.4 -0.5
GDIV Harbor Dividend Growth Leaders ETF 3.8 50 -10 5.8 -0.1
EVUS iShares ESG Aware MSCI USA Value ETF 3.8 18 22 6.4 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 3.8 42 -2 6.1 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 3.7 15 25 5.7 -0.1
ISCV iShares Morningstar Small Cap Value ETF 3.7 6 34 7.2 +1.3
VBR Vanguard Small Cap Value ETF 3.7 7 33 7.8 +2.0
EZM WisdomTree U.S. MidCap Fund 3.7 38 2 7.4 +1.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.7 29 11 6.4 +0.6
DIA SPDR Dow Jones Industrial Average ETF Trust 3.7 16 24 5.4 -0.5
SSPY Syntax Stratified LargeCap ETF 3.7 30 10 6.3 +0.4
MAGA Point Bridge America First ETF 3.7 72 -32 5.6 -0.3
RWK Invesco S&P MidCap 400 Revenue ETF 3.6 39 1 6.9 +1.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.6 15 25 6.8 +0.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 2 5.7 -0.2
MDY SPDR S&P Midcap 400 ETF Trust 3.6 24 16 6.2 +0.3
KRMA Global X Conscious Companies ETF 3.6 43 -3 5.7 -0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 3.6 35 5 8.0 +2.1
IJH iShares Core S&P Mid-Cap ETF 3.6 5 35 6.4 +0.5
VO Vanguard Mid-Cap ETF 3.6 4 36 5.3 -0.6
SMAP Amplify Small-Mid Cap Equity ETF 3.6 60 -20 4.6 -1.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.6 56 -16 1.1 -4.7
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 28 6.7 +0.8
BFOR ALPS Barron's 400 ETF 3.5 65 -25 5.6 -0.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.5 7 33 7.6 +1.8
IVOO Vanguard S&P Mid-Cap 400 ETF 3.5 10 30 6.4 +0.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.5 3 37 6.4 +0.5
FVD First Trust Value Line Dividend Index Fund 3.5 65 -25 6.3 +0.4
EDOW First Trust Dow 30 Equal Weight ETF 3.5 50 -10 5.5 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.5 30 10 4.7 -1.1
VTV Vanguard Value ETF 3.5 4 36 6.6 +0.7
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 8.5 +2.6
HAPY Harbor Human Capital Factor Unconstrained ETF 3.4 50 -10 4.4 -1.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.4 60 -20 9.0 +3.1
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 6.1 +0.2
NUDV Nuveen ESG Dividend ETF 3.4 26 14 7.0 +1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.4 15 25 5.8 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 31 5.7 -0.2
SIZE iShares MSCI USA Size Factor ETF 3.4 15 25 5.6 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 3.4 15 25 6.4 +0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.4 37 3 3.9 -2.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.3 25 15 7.2 +1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.3 29 11 6.4 +0.5
PDP Invesco Dorsey Wright Momentum ETF 3.3 62 -22 3.2 -2.6
ACSI American Customer Satisfaction ETF 3.3 65 -25 4.4 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 3.3 59 -19 2.4 -3.5
PRF Invesco FTSE RAFI US 1000 ETF 3.3 39 1 6.8 +0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.2 18 22 7.2 +1.4
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -2 6.6 +0.7
FLDZ RiverNorth Patriot ETF 3.2 75 -35 5.2 -0.7
INNO Harbor Disruptive Innovation ETF 3.2 75 -35 1.6 -4.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.2 4 36 5.6 -0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.2 18 22 5.6 -0.2
DIVB iShares Core Dividend ETF 3.2 5 35 7.5 +1.6
FMDE Fidelity Enhanced Mid Cap ETF 3.2 23 17 6.0 +0.1
XMMO Invesco S&P MidCap Momentum ETF 3.2 34 6 5.6 -0.3
AVUS Avantis U.S. Equity ETF 3.2 15 25 5.6 -0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.2 24 16 7.3 +1.5
BGIG Bahl & Gaynor Income Growth ETF 3.1 45 -5 5.0 -0.9
FSMD Fidelity Small-Mid Multifactor ETF 3.1 15 25 6.8 +0.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 31 5.8 -0.1
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.7 +0.9
IUSV iShares Core S&P US Value ETF 3.1 4 36 6.4 +0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.1 7 33 5.3 -0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 -20 6.8 +0.9
SFYX SoFi Next 500 ETF 3.1 0 40 4.7 -1.2
MDLV Morgan Dempsey Large Cap Value ETF 3.1 58 -18 7.8 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 3.1 25 15 5.1 -0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.1 25 15 5.2 -0.7
ALTL Pacer Lunt Large Cap Alternator ETF 3.1 60 -20 4.8 -1.0
VEGN US Vegan Climate ETF 3.0 60 -20 4.5 -1.3
SCHM Schwab U.S. Mid-Cap ETF 3.0 4 36 6.0 +0.1
ESIX SPDR S&P SmallCap 600 ESG ETF 3.0 12 28 7.4 +1.6
VFMO Vanguard U.S. Momentum Factor ETF 3.0 13 27 2.1 -3.8
PTL Inspire 500 ETF 3.0 9 31 5.6 -0.3
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.0 78 -38 9.0 +3.1
VOOV Vanguard S&P 500 Value ETF 3.0 10 30 6.3 +0.5
IVE iShares S&P 500 Value ETF 3.0 18 22 6.3 +0.4
SPYV SPDR Portfolio S&P 500 Value ETF 3.0 4 36 6.4 +0.5
FNDX Schwab Fundamental US Large Co. Index ETF 3.0 25 15 6.8 +1.0
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 5.0 -0.8
KRUZ Unusual Whales Subversive Republican Trading ETF 2.9 75 -35 5.4 -0.4
DFVX Dimensional US Large Cap Vector ETF 2.9 22 18 6.1 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 2.9 18 22 6.4 +0.6
VIG Vanguard Dividend Appreciation ETF 2.9 6 34 5.6 -0.2
STXK Strive Small-Cap ETF 2.9 18 22 5.0 -0.9
SMCF Themes US Small Cap Cash Flow Champions ETF 2.9 29 11 10.2 +4.3
VONV Vanguard Russell 1000 Value ETF 2.9 8 32 6.3 +0.4
RJMG FT Raymond James Multicap Growth Equity ETF 2.9 85 -45 2.3 -3.6
IWD iShares Russell 1000 Value ETF 2.9 19 21 6.1 +0.3
FDWM Fidelity Women's Leadership ETF 2.9 59 -19 4.7 -1.2
DFAS Dimensional U.S. Small Cap ETF 2.9 26 14 5.5 -0.4
EQUL IQ Engender Equality ETF 2.9 45 -5 5.7 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 2.9 25 15 6.8 +0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.2 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 10 5.4 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 1.8 -4.1
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 30 5.0 -0.9
OPTZ Optimize Strategy Index ETF 2.8 50 -10 2.9 -3.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 30 4.4 -1.4
PWB Invesco Large Cap Growth ETF 2.8 56 -16 3.2 -2.6
BIGFX Baron International Growth Retail 2.8 75 -35 3.1 -2.7
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 28 5.8 -0.1
PFM Invesco Dividend Achievers ETF 2.8 53 -13 5.3 -0.6
ISCB iShares Morningstar Small-Cap ETF 2.8 4 36 4.8 -1.1
JHML John Hancock Multifactor Large Cap ETF 2.8 29 11 5.3 -0.6
BLCV iShares Large Cap Value Active ETF 2.7 53 -13 8.1 +2.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 23 4.7 -1.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.7 10 30 4.5 -1.4
LVOL American Century Low Volatility ETF 2.7 29 11 4.9 -1.0
STXM Strive Mid-Cap ETF 2.7 18 22 6.1 +0.2
TPSC Timothy Plan US Small Cap Core ETF 2.6 52 -12 6.5 +0.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.6 17 23 5.3 -0.5
MGV Vanguard Mega Cap Value ETF 2.6 7 33 6.4 +0.6
IJS iShares S&P Small-Cap 600 Value ETF 2.6 18 22 7.4 +1.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.6 15 25 7.4 +1.6
DUSA Davis Select U.S. Equity ETF 2.6 61 -21 7.1 +1.3
NUSC Nuveen ESG Small-Cap ETF 2.6 31 9 5.0 -0.9
SLYV SPDR S&P 600 Small Cap Value ETF 2.6 15 25 7.4 +1.6
JAVA JPMorgan Active Value ETF 2.6 44 -4 5.7 -0.1
SSLY Syntax Stratified SmallCap ETF 2.6 40 0 7.4 +1.5
SCHV Schwab U.S. Large-Cap Value ETF 2.6 4 36 6.4 +0.6
FDMO Fidelity Momentum Factor ETF 2.6 15 25 4.0 -1.9
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 28 4.5 -1.4
FSST Fidelity Sustainable U.S. Equity ETF 2.6 59 -19 2.4 -3.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 4.6 -1.2
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 5 6.3 +0.5
AVUV Avantis U.S. Small Cap Value ETF 2.5 25 15 8.8 +3.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 5.6 -0.2
VB Vanguard Small-Cap ETF 2.5 5 35 4.9 -0.9
LEAD Siren DIVCON Leaders Dividend ETF 2.5 43 -3 5.1 -0.8
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.5 35 5 4.6 -1.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.5 13 27 5.0 -0.9
NULC Nuveen ESG Large-Cap ETF 2.5 21 19 5.3 -0.6
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 7.0 +1.1
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.7 -0.2
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.3 +0.5
DFSV Dimensional US Small Cap Value ETF 2.5 31 9 8.3 +2.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 -25 2.7 -3.2
DCOR Dimensional US Core Equity 1 ETF 2.4 14 26 5.3 -0.6
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 20 9.3 +3.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 7.5 +1.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.4 35 5 6.2 +0.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.4 42 -2 6.1 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.4 15 25 6.9 +1.1
OSCV Opus Small Cap Value ETF 2.4 79 -39 5.7 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 2.4 30 10 5.9 +0.1
GINX SGI Enhanced Global Income ETF 2.4 98 -58 5.6 -0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.4 75 -35 3.4 -2.5
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 7.5 +1.6
VXF Vanguard Extended Market ETF 2.3 6 34 3.5 -2.4
SCHA Schwab U.S. Small-Cap ETF 2.3 4 36 4.4 -1.4
SPHQ Invesco S&P 500 Quality ETF 2.3 15 25 5.7 -0.2
ILCV iShares Morningstar Value ETF 2.3 4 36 6.2 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.3 35 5 5.1 -0.8
GLRY Inspire Faithward Mid Cap Momentum ETF 2.3 80 -40 7.9 +2.0
BKWO BNY Mellon Women's Opportunities ETF 2.3 50 -10 3.9 -1.9
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -5 8.9 +3.1
APUE ActivePassive U.S. Equity ETF 2.3 45 -5 4.8 -1.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.3 20 20 6.3 +0.4
DTD WisdomTree U.S. Total Dividend Fund 2.2 28 12 6.0 +0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.7 -1.2
SUSA iShares MSCI USA ESG Select ETF 2.2 25 15 5.0 -0.8
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 25 5.0 -0.8
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 11 7.2 +1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 5.2 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 28 4.8 -1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.2 60 -20 8.7 +2.9
IJR iShares Core S&P Small Cap ETF 2.2 6 34 6.6 +0.8
DIVY Sound Equity Dividend Income ETF 2.2 45 -5 10.6 +4.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.2 35 5 5.1 -0.7
HKND Humankind US Stock ETF 2.2 11 29 7.1 +1.3
LRGC AB US Large Cap Strategic Equities ETF 2.2 48 -8 4.6 -1.3
OCFS Otter Creek Focus Strategy ETF 2.1 85 -45 4.5 -1.4
DHS WisdomTree U.S. High Dividend Fund 2.1 38 2 7.6 +1.7
ISMD Inspire Small/Mid Cap ETF 2.1 54 -14 5.3 -0.6
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 9.2 +3.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 16 7.0 +1.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.3 -0.6
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 10 30 6.6 +0.7
RGEF Rockefeller Global Equity ETF 2.1 55 -15 5.0 -0.9
BDAIX Baron Durable Advantage 2.1 75 -35 3.7 -2.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 37 6.7 +0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.1 9 31 4.9 -1.0
IUS Invesco RAFI Strategic US ETF 2.1 19 21 6.8 +1.0
TOGA Tremblant Global ETF 2.1 69 -29 1.9 -4.0
GVIP Goldman Sachs Hedge Industry VIP ETF 2.1 45 -5 4.8 -1.1
DFAU Dimensional US Core Equity Market ETF 2.1 12 28 5.0 -0.9
INEQ Columbia International Equity Income ETF 2.1 45 -5 6.6 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 31 5.4 -0.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.1 39 1 7.5 +1.7
KOCG FIS Knights of Columbus Global Belief ETF 2.0 75 -35 5.0 -0.9
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.3 +0.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -21 4.6 -1.3
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 13 8.6 +2.7
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 28 7.8 +1.9
TMFX Motley Fool Next Index ETF 2.0 50 -10 2.8 -3.1
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 15 5.4 -0.5
XSHQ Invesco S&P SmallCap Quality ETF 2.0 29 11 8.3 +2.5
CVY Invesco Zacks Multi-Asset Income ETF 2.0 106 -66 9.8 +3.9
PEY Invesco High Yield Equity Dividend Achievers ETF 2.0 52 -12 10.1 +4.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.0 36 4 11.1 +5.3
FLRG Fidelity U.S. Multifactor ETF 2.0 15 25 7.3 +1.5
DWLD Davis Select Worldwide ETF 2.0 63 -23 6.7 +0.8
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 31 4.8 -1.1
SCHD Schwab US Dividend Equity ETF 1.9 6 34 9.2 +3.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 35 7.3 +1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 5.7 -0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 34 4.0 -1.9
WCEO Hypatia Women CEO ETF 1.9 85 -45 4.2 -1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 5.7 -0.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 2.3 -3.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 15 25 5.7 -0.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.9 15 25 5.7 -0.1
SMMD iShares Russell 2500 ETF 1.9 15 25 5.5 -0.4
VLUE iShares MSCI USA Value Factor ETF 1.9 15 25 10.2 +4.3
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 15 4.7 -1.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.8 12 28 7.2 +1.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.8 39 1 5.8 -0.1
REVS Columbia Research Enhanced Value ETF 1.8 19 21 7.4 +1.5
GDVD R3 Global Dividend Growth ETF 1.8 88 -48 5.5 -0.3
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 40 10.5 +4.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.8 30 10 8.2 +2.3
DSI iShares MSCI KLD 400 Social ETF 1.8 25 15 5.0 -0.8
IWX iShares Russell Top 200 Value ETF 1.8 20 20 6.0 +0.2
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 4.2 -1.7
JPEF JPMorgan Equity Focus ETF 1.8 50 -10 4.0 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.8 70 -30 4.4 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.8 75 -35 4.7 -1.2
FLV American Century Focused Large Cap Value ETF 1.8 42 -2 6.4 +0.5
FESM Fidelity Enhanced Small Cap ETF 1.8 28 12 1.7 -4.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.8 60 -20 4.0 -1.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 15 6.0 +0.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.8 55 -15 4.3 -1.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 28 4.5 -1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.8 4 36 4.8 -1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 25 4.9 -0.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.7 28 12 6.0 +0.2
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 30 5.1 -0.7
LCF Touchstone US Large Cap Focused ETF 1.7 69 -29 4.1 -1.8
MODL VictoryShares WestEnd U.S. Sector ETF 1.7 42 -2 4.7 -1.1
DFUS Dimensional U.S. Equity ETF 1.7 9 31 4.9 -1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.7 20 20 4.9 -1.0
EPS WisdomTree U.S. LargeCap Fund 1.7 8 32 5.9 +0.0
QGRO American Century U.S. Quality Growth ETF 1.7 29 11 4.4 -1.4
KBWD Invesco KBW High Dividend Yield Financial ETF 1.7 384 -344 9.3 +3.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 1 4.1 -1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 31 4.7 -1.2
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -39 4.0 -1.8
VONE Vanguard Russell 1000 ETF 1.7 8 32 4.9 -1.0
IWB iShares Russell 1000 ETF 1.7 15 25 4.8 -1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 37 5.1 -0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 29 4.8 -1.0
VTI Vanguard Total Stock Market ETF 1.6 3 37 4.7 -1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 30 5.1 -0.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 11 4.9 -1.0
IWV iShares Russell 3000 ETF 1.6 20 20 4.7 -1.2
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.9 -1.0
VTHR Vanguard Russell 3000 ETF 1.6 10 30 4.7 -1.1
IYY iShares Dow Jones U.S. ETF 1.6 20 20 4.8 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 37 4.8 -1.1
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 25 5.9 +0.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.6 95 -55 0.9 -5.0
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.6 -0.3
ROSC Hartford Multifactor Small Cap ETF 1.6 34 6 8.6 +2.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 11 29 4.9 -1.0
FMIL Fidelity New Millennium ETF 1.6 59 -19 4.8 -1.1
SFY SoFi Select 500 ETF 1.6 0 40 4.5 -1.4
SCHB Schwab U.S. Broad Market ETF 1.6 3 37 4.9 -1.0
PBUS Invesco MSCI USA ETF 1.6 4 36 5.0 -0.9
WBIY WBI Power Factor High Dividend ETF 1.6 100 -60 11.2 +5.3
SCHK Schwab 1000 Index ETF 1.6 5 35 5.0 -0.9
RPG Invesco S&P 500 Pure Growth ETF 1.6 35 5 3.5 -2.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 5.2 -0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 -31 -0.5 -6.3
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 15 6.8 +0.9
BLES Inspire Global Hope ETF 1.6 61 -21 6.4 +0.6
ITAN Sparkline Intangible Value ETF 1.5 50 -10 5.9 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 33 4.9 -0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.5 9 31 3.3 -2.5
VV Vanguard Large-Cap ETF 1.5 4 36 4.9 -1.0
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 4.9 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 20 4.8 -1.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 2 4.8 -1.1
NIXT Research Affiliates Deletions ETF 1.5 9 31 5.2 -0.6
STRV Strive 500 ETF 1.5 5 35 4.9 -0.9
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 8.2 +2.3
ILCB iShares Morningstar U.S. Equity ETF 1.5 3 37 4.9 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 31 4.9 -1.0
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 5.1 -0.8
SCHX Schwab U.S. Large-Cap ETF 1.5 3 37 5.0 -0.9
IVV iShares Core S&P 500 ETF 1.5 3 37 5.0 -0.8
VOO Vanguard S&P 500 ETF 1.5 3 37 5.0 -0.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 5.3 -0.6
SPY SPDR S&P 500 ETF Trust 1.5 9 31 5.0 -0.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 5 8.1 +2.2
SPLG SPDR Portfolio S&P 500 ETF 1.5 2 38 5.0 -0.8
XSMO Invesco S&P SmallCap Momentum ETF 1.5 39 1 6.8 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.5 0 40 5.0 -0.9
KEAT Keating Active ETF 1.5 85 -45 0.0 -5.9
VTWV Vanguard Russell 2000 Value ETF 1.5 15 25 4.9 -1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 5.0 -0.9
IWN iShares Russell 2000 Value ETF 1.5 24 16 4.8 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 5.4 -0.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.5 29 11 4.3 -1.5
GSPY Gotham Enhanced 500 ETF 1.5 50 -10 5.2 -0.6
VOTE TCW Transform 500 ETF 1.5 5 35 4.9 -1.0
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.5 27 13 0.0 -5.9
BDFIX Baron Discovery 1.5 75 -35 0.2 -5.7
PRAY FIS Christian Stock Fund 1.4 69 -29 5.9 +0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.4 35 5 6.6 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -30 2.7 -3.2
DGT SPDR Global Dow ETF 1.4 50 -10 6.8 +0.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 4.8 -1.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.4 38 2 6.8 +1.0
NTZG Nuveen Global Net Zero Transition ETF 1.4 56 -16 4.7 -1.1
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 5.9 +0.1
HLGE Hartford Longevity Economy ETF 1.3 44 -4 6.0 +0.1
FQAL Fidelity Quality Factor ETF 1.3 15 25 5.8 -0.0
VALQ American Century U.S. Quality Value ETF 1.3 29 11 7.4 +1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 5.0 -0.9
RVRB Reverb ETF 1.3 30 10 4.7 -1.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 5.0 -0.9
RSSL Global X Russell 2000 ETF 1.3 8 32 2.6 -3.3
INRO iShares U.S. Industry Rotation Active ETF 1.3 42 -2 4.5 -1.4
VTWO Vanguard Russell 2000 ETF 1.3 10 30 2.9 -3.0
FVAL Fidelity Value Factor ETF 1.3 15 25 7.1 +1.2
IWM iShares Russell 2000 ETF 1.3 19 21 2.8 -3.1
DURA VanEck Durable High Dividend ETF 1.2 29 11 7.4 +1.5
GDEF Goldman Sachs Defensive Equity ETF 1.2 55 -15 4.7 -1.2
VNSE Natixis Vaughan Nelson Select ETF 1.2 80 -40 3.2 -2.6
BSCFX Baron Small Cap Retail 1.2 75 -35 3.5 -2.4
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 5 9.0 +3.1
CSMD Congress SMid Growth ETF 1.2 69 -29 4.3 -1.6
TOK iShares MSCI Kokusai ETF 1.2 26 14 5.0 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 22 5.3 -0.5
RUNN Running Oak Efficient Growth ETF 1.2 58 -18 4.5 -1.4
KONG Formidable Fortress ETF 1.2 89 -49 5.5 -0.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.2 65 -25 3.9 -2.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 33 8.8 +2.9
FPX First Trust US Equity Opportunities ETF 1.2 61 -21 1.5 -4.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 5.2 -0.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.2 52 -12 6.7 +0.8
FDIV MarketDesk Focused U.S. Dividend ETF 1.2 35 5 5.1 -0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.2 29 11 6.5 +0.7
USSE Segall Bryant & Hamill Select Equity ETF 1.2 65 -25 3.7 -2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.2 -0.7
URTH iShares MSCI World ETF 1.1 24 16 5.2 -0.7
DEW WisdomTree Global High Dividend Fund 1.1 58 -18 8.5 +2.7
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 9.8 +4.0
MGC Vanguard Mega Cap ETF 1.1 7 33 4.8 -1.0
ACVF American Conservative Values ETF 1.1 75 -35 4.2 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 20 4.6 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.1 14 26 5.0 -0.9
RECS Columbia Research Enhanced Core ETF 1.1 15 25 5.5 -0.4
RNSC Furst Trust Small Cap US Equity Select ETF 1.1 60 -20 6.8 +1.0
IWO iShares Russell 2000 Growth ETF 1.1 24 16 0.6 -5.3
BLCR iShares Large Cap Core Active ETF 1.1 36 4 4.9 -1.0
VTWG Vanguard Russell 2000 Growth ETF 1.1 15 25 0.7 -5.2
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -50 9.3 +3.4
UDI USCF Dividend Income Fund 1.1 65 -25 7.3 +1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -12 5.3 -0.6
VT Vanguard Total World Stock ETF 1.0 7 33 5.5 -0.4
ACWI iShares MSCI ACWI ETF 1.0 32 8 5.3 -0.6
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 3.4 -2.4
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 2.4 -3.5
VBK Vanguard Small-Cap Growth ETF 1.0 7 33 1.1 -4.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 22 5.8 -0.1
IWL iShares Russell Top 200 ETF 1.0 15 25 4.7 -1.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 15 25 5.8 -0.1
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 25 5.8 -0.1
CHGX AXS Change Finance ESG ETF 1.0 49 -9 5.3 -0.6
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 30 5.4 -0.4
HAPI Harbor Human Capital Factor US Large Cap ETF 1.0 36 4 4.6 -1.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.9 18 22 4.6 -1.3
OALC OneAscent Large Cap Core ETF 0.9 86 -46 4.3 -1.6
PSC Principal U.S. Small-Cap ETF 0.9 38 2 5.9 +0.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -33 7.8 +1.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -35 3.9 -2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.9 75 -35 4.3 -1.6
STXD Strive 1000 Dividend Growth ETF 0.8 35 5 5.2 -0.7
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 25 5.3 -0.6
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -10 4.4 -1.5
TMFC Motley Fool 100 Index ETF 0.8 50 -10 3.7 -2.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.8 27 13 7.1 +1.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 13.5 +7.6
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 17 3.1 -2.8
ILCG iShares Morningstar Growth ETF 0.7 4 36 3.9 -2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.5 -1.4
KOMP SPDR S&P Kensho New Economies Composite ETF 0.7 20 20 1.0 -4.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -8 5.9 +0.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 36 4.2 -1.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -35 7.8 +1.9
GLOF iShares Global Equity Factor ETF 0.7 20 20 7.0 +1.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 8.0 +2.1
VSLU Applied Finance Valuation Large Cap ETF 0.6 49 -9 5.6 -0.3
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 10.4 +4.5
TTAC FCF US Quality ETF 0.6 59 -19 6.3 +0.4
EES WisdomTree U.S. SmallCap Fund 0.6 38 2 9.1 +3.2
WLDR Affinity World Leaders Equity ETF 0.5 67 -27 8.1 +2.2
VIDI Vident International Equity Strategy ETF 0.5 61 -21 10.2 +4.3
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.5 -2.4
SIXS ETC 6 Meridian Small Cap Equity ETF 0.5 89 -49 8.2 +2.4
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.5 -1.4
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.6 -1.3
STXG Strive 1000 Growth ETF 0.5 18 22 4.1 -1.8
FCPI Fidelity Stocks for Inflation ETF 0.5 15 25 8.1 +2.2
IWY iShares Russell Top 200 Growth ETF 0.5 20 20 4.6 -1.2
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 4.7 -1.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 2 4.9 -1.0
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -35 6.3 +0.4
AIEQ AI Powered Equity ETF 0.5 75 -35 3.9 -2.0
THRO iShares U.S. Thematic Rotation Active ETF 0.5 90 -50 3.9 -2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.4 56 -16 5.9 +0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.2 +0.3
IVW iShares S&P 500 Growth ETF 0.4 18 22 4.5 -1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.4 4 36 4.6 -1.2
VOOG Vanguard S&P 500 Growth ETF 0.4 10 30 4.6 -1.3
NACP Impact Shares NAACP Minority Empowerment ETF 0.4 49 -9 5.0 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.8 -2.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.4 35 5 5.9 +0.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 10 6.5 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 22 4.5 -1.4
TXS Texas Capital Texas Equity Index ETF 0.4 49 -9 4.7 -1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -2 5.1 -0.7
MEDI Harbor Health Care ETF 0.3 80 -40 1.4 -4.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.3 49 -9 10.2 +4.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.3 65 -25 -1.0 -6.9
EDOC Global X Telemedicine & Digital Health ETF Registered 0.3 68 -28 -4.1 -9.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 -20 1.4 -4.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.3 60 -20 -2.3 -8.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.4 +0.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.3 35 5 9.8 +3.9
HDV iShares Core High Dividend ETF 0.3 8 32 7.1 +1.3
OEF iShares S&P 100 ETF 0.3 20 20 4.8 -1.1
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.4 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.7 -1.2
BOUT Innovator IBD Breakout Opportunities ETF 0.2 81 -41 3.6 -2.2
ISRA VanEck Israel ETF 0.2 59 -19 8.0 +2.1
FINX Global X FinTech ETF 0.2 68 -28 2.6 -3.2
FFTY Innovator IBD 50 ETF 0.2 80 -40 -0.6 -6.5
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.2 -4.7
PAWZ ProShares Pet Care ETF 0.2 50 -10 3.8 -2.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 5.3 -0.6
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -19 2.8 -3.1
DUHP Dimensional US High Profitability ETF 0.2 21 19 6.5 +0.6
IWC iShares Micro-Cap ETF 0.2 60 -20 -4.9 -10.8
ERNZ TrueShares Active Yield ETF 0.1 75 -35 10.9 +5.1
BTHM BlackRock Future U.S. Themes ETF 0.1 60 -20 4.2 -1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.7 -1.1
SQEW LeaderShares Equity Skew ETF 0.1 81 -41 3.9 -2.0
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 3.8 -2.0
SCAP InfraCap Small Cap Income ETF 0.0 135 -95 8.5 +2.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.0 60 -20 6.8 +1.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.8 -1.1
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 3.7 -2.2
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.4 -2.5

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.1 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 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.