iShares U.S. Insurance ETF
ALTAR
Score™
8.5% info Recommen-
dation
OVERWEIGHT
2022E    2023E
P/E
ratio
12.3x P/Sales
ratio
1.2x
P/BV
ratio
1.0x Div.
yield
2.6%


  • 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) $322
Currency USD
Expense ratio 42 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 57
Wgt avg mkt cap (mns) $37,758
Large cap (>$10bn) 85.1%
Mid cap ($2-10bn) 13.0%
Small cap (<$2bn) 1.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CHUBB LIMITED 11.6 %
PROGRESSIVE CORP 9.8 %
METLIFE INC 6.5 %
AMERICAN INTERNATIONAL GROUP 6.3 %
TRAVELERS COS INC/THE 5.7 %
ARTHUR J GALLAGHER & CO 5.3 %
AFLAC INC 4.9 %
PRUDENTIAL FINANCIAL INC 4.5 %
ALLSTATE CORP 4.5 %
HARTFORD FINANCIAL SVCS GRP 3.3 %
Total 62.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.4 %
SWITZERLAND 11.5 %
BERMUDA 4.0 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.4% 3.9% 8.3% 12.4% 5.3%

Market Correlations
versus... Beta R-squared
S&P500 0.86 58%
MSCI EAFE 0.95 67%
MSCI Emg. Mkts. 0.81 50%

Technical Indicators
Recent close $79.69
30d moving avg. $84.42
Annualized volatility 21.8%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.5%
Relative strength (RSI) 35

Liquidity measures
Avg. volume (thou.) 38
Turnover 0.9%
Bid/Ask (% of price) 0.07%
ADV underlying (mns) $3,930

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 579 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: 42 bp ALTAR Score™: 8.5%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAK
Ticker Fund
Name
Overlap1
vs IAK
(%)
Expense
ratio
(bp)
Savings
vs IAK
(bp)
ALTAR
Score™
(%)
ALTAR
vs IAK
(%)
KIE SPDR S&P Insurance ETF 53.6 35 7 9.2 +0.7
KBWP Invesco KBW Property & Casualty Insurance ETF 49.7 35 7 7.4 -1.2
RYF Invesco S&P 500 Equal Weight Financials ETF 25.8 40 2 9.7 +1.2
FXO First Trust Financials AlphaDEX Fund 23.7 61 -19 12.5 +4.0
JHMF John Hancock Multifactor Financials ETF 20.5 40 2 9.5 +0.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 18.9 60 -18 12.8 +4.3
SPVM Invesco S&P 500 Value with Momentum ETF 18.4 39 3 10.2 +1.7
RPV Invesco S&P 500 Pure Value ETF 18.4 35 7 11.3 +2.8
IYF iShares U.S. Financials ETF 16.8 42 0 9.1 +0.6
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 15.8 60 -18 5.9 -2.6
VFH Vanguard Financials Index Fund 15.3 10 32 9.8 +1.3
PFI Invesco DWA Financial Momentum ETF 15.3 60 -18 8.2 -0.3
FNCL Fidelity MSCI Financials Index ETF 15.2 8 34 9.9 +1.4
XLF Financial Select Sector SPDR Fund 14.5 10 32 9.4 +0.9
DFNL Davis Select Financial ETF 11.2 62 -20 9.9 +1.4
PKW Invesco Buyback Achievers ETF 10.5 64 -22 10.7 +2.2
KLCD KFA Large Cap Quality Dividend Index ETF 10.4 42 0 7.6 -0.9
FOVL iShares Focused Value Factor ETF 10.4 25 17 13.4 +4.9
NVQ QRAFT AI-Enhanced US Next Value ETF 10.2 75 -33 11.7 +3.2
RAYD Rayliant Quantitative Developed Market Equity ETF 9.8 80 -38 10.2 +1.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 9.4 39 3 10.8 +2.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.2 65 -23 8.0 -0.6
FTA First Trust Large Cap Value AlphaDEX Fund 9.1 59 -17 11.3 +2.8
SYLD Cambria Shareholder Yield ETF 8.6 59 -17 13.7 +5.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.5 75 -33 11.7 +3.2
QDIV Global X S&P 500 Quality Dividend ETF 8.5 20 22 9.8 +1.3
SPVU Invesco S&P 500 Enhanced Value ETF 8.4 13 29 14.0 +5.5
WGRO WisdomTree U.S. Growth & Momentum Fund 8.1 55 -13 8.0 -0.5
GBDV Global Beta Smart Income ETF 8.0 29 13 10.2 +1.7
VAMO Cambria Value & Momentum ETF 7.8 64 -22 11.4 +2.9
IXG iShares Global Financials ETF 7.7 43 -1 10.8 +2.3
LGLV SPDR Russell 1000 Low Volatility ETF 7.6 12 30 6.2 -2.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 7.6 60 -18 10.1 +1.6
RDVY First Trust Rising Dividend Achievers ETF 7.6 50 -8 10.9 +2.3
VUSE Vident Core US Equity Fund 7.5 50 -8 11.9 +3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.4 60 -18 9.7 +1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.3 25 17 6.4 -2.2
WTV WisdomTree US Value Fund 7.3 12 30 10.6 +2.0
PZLD Puzzle Divdend Leaders 7.3 10 32 7.3 -1.2
USMF WisdomTree U.S. Multifactor Fund 7.2 28 14 9.4 +0.9
PWV Invesco Dynamic Large Cap Value ETF 7.1 58 -16 9.3 +0.8
OALC OneAscent Large Cap Core ETF 7.1 76 -34 7.3 -1.3
FDLO Fidelity Low Volatility Factor ETF 7.0 29 13 6.2 -2.3
ABEQ Absolute Core Strategy ETF 6.8 85 -43 5.4 -3.2
FAB First Trust Multi Cap Value AlphaDEX Fund 6.7 69 -27 12.8 +4.3
JOET Virtus Terranova US Quality Momentum ETF 6.7 29 13 7.3 -1.2
GDIV Harbor Dividend Growth Leaders ETF 6.5 50 -8 8.2 -0.4
WBIY WBI Power Factor High Dividend ETF 6.5 70 -28 13.8 +5.2
FLV American Century Focused Large Cap Value ETF 6.5 42 0 8.0 -0.5
RFV Invesco S&P Midcap 400 Pure Value ETF 6.5 35 7 12.2 +3.6
CZA Invesco Zacks Mid-Cap ETF 6.5 69 -27 7.6 -0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 6.5 39 3 13.8 +5.3
PEY Invesco High Yield Equity Dividend Achievers ETF 6.4 53 -11 9.4 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 6.4 25 17 6.3 -2.2
AILV Alpha Intelligent - Large Cap Value ETF 6.4 85 -43 7.2 -1.3
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 6.2 75 -33 6.7 -1.9
DBLV AdvisorShares DoubleLine Value Equity ETF 6.2 91 -49 7.9 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.2 35 7 7.1 -1.5
DVY iShares Select Dividend ETF 6.2 39 3 10.3 +1.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.2 70 -28 6.4 -2.1
DIVS SmartETFs Dividend Builder ETF 6.0 65 -23 6.7 -1.9
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.9 17 25 9.0 +0.5
NUMV Nuveen ESG Mid-Cap Value ETF 5.9 30 12 10.0 +1.5
FMIL Fidelity New Millennium ETF 5.8 59 -17 7.7 -0.8
VFMO Vanguard U.S. Momentum Factor ETF 5.8 13 29 6.6 -1.9
KONG Formidable Fortress ETF 5.8 89 -47 6.5 -2.0
VFLQ Vanguard U.S. Liquidity Factor ETF 5.7 13 29 4.2 -4.4
STLV iShares Factors US Value Style ETF 5.7 25 17 11.1 +2.5
PWC Invesco Dynamic Market ETF 5.7 60 -18 8.1 -0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 5.6 70 -28 12.8 +4.3
IWS iShares Russell Mid-Cap Value ETF 5.6 23 19 8.0 -0.5
SPGP Invesco S&P 500 GARP ETF 5.6 36 6 10.5 +2.0
LVOL American Century Low Volatility ETF 5.5 29 13 6.8 -1.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.5 20 22 9.1 +0.5
VOE Vanguard Mid-Cap Value Index Fund 5.5 7 35 8.7 +0.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 5.5 60 -18 13.2 +4.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.4 38 4 7.9 -0.6
ESGS Columbia Sustainable U.S. Equity Income ETF 5.4 35 7 11.1 +2.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.4 15 27 9.4 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 5.4 59 -17 8.6 +0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 24 9.4 +0.9
GFGF Guru Favorite Stocks ETF 5.4 65 -23 7.5 -1.0
MDYV SPDR S&P 400 Mid Cap Value ETF 5.4 15 27 9.4 +0.9
REVS Columbia Research Enhanced Value ETF 5.3 19 23 10.1 +1.6
DON WisdomTree U.S. MidCap Dividend Fund 5.2 38 4 9.8 +1.2
IMCV iShares Morningstar Mid-Cap Value ETF 5.1 6 36 9.2 +0.7
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -18 6.9 -1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.0 52 -10 7.2 -1.4
SCHD Schwab U.S. Dividend Equity ETF 5.0 6 36 10.1 +1.6
TPHD Timothy Plan High Dividend Stock ETF 5.0 52 -10 7.3 -1.3
DFSV Dimensional US Small Cap Value ETF 5.0 31 11 9.9 +1.4
EZM WisdomTree U.S. MidCap Earnings Fund 5.0 38 4 11.7 +3.2
NULV Nuveen ESG Large-Cap Value ETF 4.9 25 17 9.2 +0.6
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 4.9 96 -54 5.3 -3.2
RWK Invesco S&P MidCap 400 Revenue ETF 4.9 39 3 11.2 +2.7
CWS AdvisorShares Focused Equity ETF 4.8 66 -24 6.5 -2.0
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.8 82 -40 6.8 -1.7
JEPI JPMorgan Equity Premium Income ETF 4.8 35 7 6.3 -2.2
TMDV ProShares Russell US Dividend Growers ETF 4.8 36 6 6.9 -1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 4.8 35 7 9.1 +0.6
FVD First Trust Value Line Dividend Index Fund 4.7 67 -25 7.0 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 4.7 20 22 11.4 +2.9
IVDG Invesco Focused Discovery Growth ETF 4.7 59 -17 4.9 -3.7
CVY Invesco Zacks Multi-Asset Income ETF 4.7 100 -58 12.1 +3.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 4.7 35 7 8.8 +0.3
TMFM Motley Fool Mid-Cap Growth ETF 4.7 85 -43 4.8 -3.7
AFMC First Trust Active Factor Mid Cap ETF 4.7 65 -23 10.7 +2.2
DFAT Dimensional U.S. Targeted Value ETF 4.7 29 13 9.8 +1.3
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 4.7 29 13 8.9 +0.4
QLV FlexShares US Quality Low Volatility Index Fund 4.6 22 20 6.6 -1.9
USVT US Value ETF 4.6 49 -7 13.3 +4.8
FLLV Franklin Liberty U.S. Low Volatility ETF 4.6 29 13 6.6 -1.9
ONEO SPDR Russell 1000 Momentum Focus ETF 4.6 20 22 9.6 +1.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.6 35 7 7.5 -1.0
SPMV Invesco S&P 500 Minimum Variance ETF 4.6 10 32 6.3 -2.2
VFVA Vanguard U.S. Value Factor ETF 4.6 13 29 14.2 +5.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 4.5 64 -22 8.7 +0.2
SDOG ALPS Sector Dividend Dogs ETF 4.4 40 2 11.3 +2.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 4.4 15 27 8.5 -0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 4.3 35 7 9.1 +0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 4.3 35 7 9.1 +0.6
VLU SPDR S&P 1500 Value Tilt ETF 4.3 12 30 9.3 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 4.3 25 17 7.5 -1.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.2 15 27 8.9 +0.4
VBR Vanguard Small Cap Value Index Fund 4.2 7 35 9.5 +1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.2 20 22 8.5 +0.0
AVLV Avantis U.S. Large Cap Value ETF 4.2 15 27 10.0 +1.5
SDY SPDR S&P Dividend ETF 4.2 35 7 7.4 -1.1
IVSG Invesco Select Growth ETF 4.1 48 -6 5.2 -3.3
ZIG The Acquirers Fund 4.1 89 -47 18.6 +10.1
JAVA JPMorgan Active Value ETF 4.1 44 -2 7.6 -1.0
CLRG IQ Chaikin U.S. Large Cap ETF 4.1 25 17 7.0 -1.5
FNX First Trust Mid Cap Core AlphaDEX Fund 4.1 59 -17 9.5 +0.9
FPAG FPA Global Equity ETF 4.0 49 -7 7.8 -0.7
VYM Vanguard High Dividend Yield Index ETF 4.0 6 36 8.9 +0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.0 15 27 9.2 +0.7
SMDY Syntax Stratified MidCap ETF 4.0 35 7 8.0 -0.5
SPDV AAM S&P 500 High Dividend Value ETF 4.0 29 13 11.9 +3.4
SPYD SPDR S&P 500 High Dividend ETF 3.9 7 35 10.2 +1.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 3.9 41 1 7.3 -1.3
VFMF Vanguard U.S. Multifactor ETF 3.9 18 24 10.8 +2.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 3.9 37 5 9.7 +1.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.9 30 12 8.5 -0.0
DFUV Dimensional US Marketwide Value ETF 3.9 23 19 9.8 +1.3
XMMO Invesco S&P MidCap Momentum ETF 3.9 33 9 9.2 +0.6
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.8 85 -43 7.5 -1.1
RBUS Nationwide Risk-Based U.S. Equity ETF 3.8 30 12 0.0 -8.5
AVUV Avantis U.S. Small Cap Value ETF 3.8 25 17 11.3 +2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 3.8 12 30 8.7 +0.1
AFLG First Trust Active Factor Large Cap ETF 3.8 55 -13 8.2 -0.3
MDY SPDR S&P Midcap 400 ETF Trust 3.8 22 20 8.4 -0.2
PRF Invesco FTSE RAFI US 1000 ETF 3.8 39 3 8.6 +0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 3.8 80 -38 7.5 -1.1
FDWM Fidelity Women's Leadership ETF 3.8 59 -17 7.0 -1.6
IWR iShares Russell Midcap ETF 3.8 19 23 6.9 -1.7
TPLC Timothy Plan US Large Cap Core ETF 3.8 52 -10 6.8 -1.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.8 60 -18 11.2 +2.7
IVOO Vanguard S&P Mid-Cap 400 ETF 3.8 10 32 8.6 +0.1
EGIS 2nd Vote Society Defended ETF 3.8 75 -33 8.1 -0.4
IJH iShares Core S&P Mid-Cap ETF 3.7 5 37 8.5 +0.0
SPMD SPDR Portfolio Mid Cap ETF 3.7 5 37 8.5 0.0
YPS Arrow Reverse Cap 500 ETF 3.7 29 13 7.3 -1.2
IMCB iShares Morningstar Mid-Cap ETF 3.7 4 38 7.2 -1.3
VEGN US Vegan Climate ETF 3.7 60 -18 6.7 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.7 4 38 7.2 -1.4
ROUS Hartford Multifactor US Equity ETF 3.7 19 23 8.5 +0.0
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.6 30 12 9.1 +0.6
FTCS First Trust Capital Strength ETF 3.6 55 -13 7.3 -1.2
SCHM Schwab U.S. Mid-Cap ETF 3.6 4 38 7.3 -1.2
GBLO Global Beta Low Beta ETF 3.6 29 13 7.9 -0.6
GVLU Gotham 1000 Value ETF 3.6 50 -8 11.6 +3.0
SIZE iShares MSCI USA Size Factor ETF 3.6 15 27 6.6 -2.0
QDF FlexShares Quality Dividend Index Fund 3.6 37 5 9.0 +0.5
ACWF iShares MSCI Global Multifactor ETF 3.6 35 7 10.7 +2.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 3.6 30 12 10.7 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 3.6 12 30 7.6 -0.9
JHMM John Hancock Multifactor Mid Cap ETF 3.6 41 1 7.9 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 3.6 9 33 6.7 -1.8
EWMC Invesco S&P MidCap 400 Equal Weight ETF 3.6 40 2 8.4 -0.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -13 5.0 -3.5
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 22 7.4 -1.2
SXUS Janus Henderson International Sustainable Equity ETF 3.5 60 -18 5.3 -3.3
RESP WisdomTree US ESG Fund of Benef Interest 3.5 28 14 8.5 0.0
FSMD Fidelity Small-Mid Factor ETF 3.5 29 13 9.8 +1.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.5 20 22 10.3 +1.8
JHSC John Hancock Multifactor Small Cap ETF 3.4 42 0 7.6 -1.0
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 3.4 45 -3 6.7 -1.8
SSPY Syntax Stratified LargeCap ETF 3.4 30 12 7.6 -0.9
JSTC Adasina Social Justice All Cap Global ETF 3.4 89 -47 7.0 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 5 8.3 -0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.3 16 26 7.6 -0.9
RWL Invesco S&P 500 Revenue ETF 3.3 39 3 8.0 -0.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 3.3 78 -36 12.2 +3.7
DJIA Global X Dow 30 Covered Call ETF 3.3 60 -18 7.6 -0.9
PDP Invesco DWA Momentum ETF 3.3 62 -20 6.2 -2.3
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 3.3 15 27 6.8 -1.7
SHE SPDR SSGA Gender Diversity Index ETF 3.2 20 22 7.1 -1.5
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.2 80 -38 8.5 +0.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 33 7.2 -1.4
DHS WisdomTree U.S. High Dividend Fund 3.2 38 4 9.3 +0.7
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -8 8.1 -0.4
VTV Vanguard Value Index Fund 3.2 4 38 8.6 +0.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.2 25 17 8.7 +0.1
AVUS Avantis U.S. Equity ETF 3.2 15 27 8.0 -0.5
LEAD Siren DIVCON Leaders Dividend ETF 3.2 43 -1 9.1 +0.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.2 39 3 8.3 -0.3
MAGA Point Bridge GOP Stock Tracker ETF 3.2 72 -30 7.1 -1.4
XMHQ Invesco S&P MidCap Quality ETF 3.1 25 17 9.7 +1.2
PSCF Invesco S&P SmallCap Financials ETF 3.1 29 13 11.3 +2.8
VONV Vanguard Russell 1000 Value Index Fund 3.1 8 34 8.4 -0.1
AUSF Global X Adaptive U.S. Factor ETF 3.1 27 15 6.9 -1.6
RNMC Mid Cap US Equity Select ETF 3.1 60 -18 9.1 +0.6
IUSV iShares Core S&P U.S. Value ETF 3.1 4 38 8.0 -0.5
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.1 20 22 6.4 -2.2
HOMZ Hoya Capital Housing ETF 3.1 30 12 11.6 +3.1
IWD iShares Russell 1000 Value ETF 3.1 19 23 8.3 -0.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 3.1 12 30 7.6 -0.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.1 25 17 8.5 +0.0
FBCV Fidelity Blue Chip Value ETF 3.1 59 -17 8.0 -0.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.1 55 -13 6.8 -1.7
FLRG Fidelity U.S. Multifactor ETF 3.0 29 13 8.9 +0.4
ISCV iShares Morningstar Small Cap Value ETF 3.0 6 36 9.6 +1.1
PY Principal Shareholder Yield Index ETF 3.0 15 27 7.8 -0.7
ICAP InfraCap Equity Income Fund ETF 3.0 80 -38 11.0 +2.5
DEF Invesco Defensive Equity ETF 3.0 53 -11 6.8 -1.7
VO Vanguard Mid-Cap Index Fund 3.0 4 38 6.8 -1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.9 10 32 6.3 -2.2
VOOV Vanguard S&P 500 Value ETF 2.9 10 32 7.9 -0.7
IVE iShares S&P 500 Value ETF 2.9 18 24 7.8 -0.7
SPYV SPDR Portfolio S&P 500 Value ETF 2.9 4 38 7.9 -0.6
VB Vanguard Small-Cap ETF 2.9 5 37 6.6 -1.9
JHML John Hancock Multifactor Large Cap ETF 2.9 29 13 7.2 -1.3
FLDZ RiverNorth Volition America Patriot ETF 2.9 76 -34 6.7 -1.9
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.9 7 35 10.8 +2.3
HLGE Hartford Longevity Economy ETF 2.9 44 -2 9.4 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 38 8.3 -0.2
PWB Invesco Dynamic Large Cap Growth ETF 2.9 56 -14 5.1 -3.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 2.8 48 -6 8.6 +0.1
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 32 6.9 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.8 25 17 7.4 -1.1
JVAL JPMorgan U.S. Value Factor ETF 2.8 12 30 10.6 +2.1
RECS Columbia Research Enhanced Core ETF 2.8 15 27 7.9 -0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.8 24 18 9.1 +0.5
KBWD Invesco KBW High Dividend Yield Financial ETF 2.8 124 -82 15.4 +6.9
VIG Vanguard Dividend Appreciation Index Fund 2.8 6 36 7.2 -1.3
JMIN JPMorgan U.S. Minimum Volatility ETF 2.8 12 30 6.6 -1.9
DIVB iShares U.S. Dividend & Buyback ETF 2.8 25 17 8.7 +0.2
ACSI American Customer Satisfaction Core Alpha ETF 2.8 65 -23 4.5 -4.0
PFM Invesco Dividend Achievers ETF 2.8 53 -11 7.1 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 18 9.0 +0.5
DGRO iShares Core Dividend Growth ETF 2.7 8 34 8.4 -0.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.7 12 30 6.8 -1.7
SDEI Sound Equity Income ETF 2.7 45 -3 11.8 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 24 9.1 +0.6
FDVV Fidelity Core Dividend ETF 2.7 29 13 8.6 +0.1
DFAS Dimensional U.S. Small Cap ETF 2.7 28 14 7.8 -0.7
BKUS BNY Mellon Sustainable US Equity ETF 2.7 60 -18 5.9 -2.6
LRGF iShares Edge MSCI Multifactor USA ETF 2.7 8 34 8.0 -0.6
EQUL IQ Engender Equality ETF 2.7 45 -3 8.4 -0.1
SSLY Syntax Stratified SmallCap ETF 2.7 40 2 8.0 -0.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.7 10 32 6.5 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.6 15 27 7.9 -0.7
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.6 20 22 7.7 -0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.6 7 35 6.4 -2.1
MGV Vanguard Mega Cap Value ETF 2.6 7 35 8.6 +0.1
CCOR Core Alternative ETF 2.6 109 -67 5.6 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 2.6 10 32 6.9 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 30 6.9 -1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.6 10 32 6.9 -1.6
FDMO Fidelity Momentum Factor ETF 2.6 29 13 5.1 -3.4
ISMD Inspire Small/Mid Cap Impact ETF 2.6 48 -6 7.5 -1.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.6 19 23 7.8 -0.7
VLUE iShares MSCI USA Value Factor ETF 2.5 15 27 14.7 +6.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 30 8.5 -0.0
ILCV iShares Morningstar Value ETF 2.5 4 38 8.5 +0.0
RNLC Large Cap US Equity Select ETF 2.5 60 -18 8.1 -0.4
USMV iShares Edge MSCI Min Vol USA ETF 2.5 15 27 6.8 -1.8
NULC Nuveen ESG Large-Cap ETF 2.5 20 22 6.7 -1.8
VSDA VictoryShares Dividend Accelerator ETF 2.4 35 7 7.5 -1.0
DUSA Davis Select U.S. Equity ETF 2.4 61 -19 9.9 +1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.4 4 38 6.5 -2.1
JDIV JPMorgan U.S. Dividend ETF 2.4 12 30 8.7 +0.2
DTD WisdomTree U.S.Total Dividend Fund 2.4 28 14 8.2 -0.4
MBOX Freedom Day Dividend ETF 2.4 39 3 9.3 +0.8
QUS SPDR MSCI USA StrategicFactors ETF 2.4 15 27 7.5 -1.0
QLC FlexShares US Quality Large Cap Index Fund 2.4 32 10 7.9 -0.7
SFYX Sofi Next 500 ETF 2.4 0 42 6.5 -2.0
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.4 15 27 9.1 +0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 2.4 12 30 9.2 +0.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 15 27 9.0 +0.5
SLYV SPDR S&P 600 Small Cap Value ETF 2.4 15 27 8.9 +0.4
IJS iShares S&P Small-cap 600 Value ETF 2.4 18 24 8.9 +0.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.3 30 12 9.2 +0.7
VXF Vanguard Extended Market Index Fund 2.3 6 36 4.5 -4.0
DWAS Invesco DWA SmallCap Momentum ETF 2.3 60 -18 5.6 -2.9
EPS WisdomTree U.S. Earnings 500 Fund 2.3 8 34 8.6 +0.1
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -23 4.0 -4.5
KRMA Global X Conscious Companies ETF 2.3 43 -1 7.2 -1.3
FPX First Trust US IPO Index Fund 2.3 57 -15 3.2 -5.4
DFND Siren DIVCON Dividend Defender ETF 2.3 150 -108 7.3 -1.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.3 5 37 8.7 +0.2
SLY SPDR S&P 600 Small Cap ETF 2.3 15 27 8.6 +0.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.3 15 27 9.3 +0.8
IJR iShares Core S&P Small Cap ETF 2.3 6 36 8.7 +0.2
VIOO Vanguard S&P Small-Cap 600 ETF 2.3 10 32 8.7 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -3 10.5 +2.0
HEET Hartford Schroders ESG US Equity ETF 2.3 39 3 7.9 -0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.3 6 36 5.3 -3.2
IUS Invesco Strategic US ETF 2.3 19 23 8.5 0.0
ETHO Etho Climate Leadership U.S. ETF 2.2 47 -5 5.4 -3.2
GURU Global X Guru Index ETF 2.2 75 -33 2.7 -5.9
DEIF Sterling Capital Diverse Multi-Manager Active ETF 2.2 65 -23 7.8 -0.7
SCHA Schwab U.S. Small-Cap ETF 2.2 4 38 6.1 -2.4
ISCB iShares Morningstar Small-Cap ETF 2.2 4 38 5.8 -2.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 27 6.6 -1.9
IUSA Amberwave Invest USA JSG Fund 2.2 67 -25 7.2 -1.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 27 15 6.9 -1.6
DIVZ TrueShares Low Volatility Equity Income ETF 2.2 65 -23 9.0 +0.5
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.2 80 -38 6.5 -2.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 22 7.1 -1.4
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.2 6 36 6.3 -2.3
FPXE First Trust IPOX Europe Equity Opportunities ETF 2.2 70 -28 7.6 -1.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.2 25 17 7.4 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 2.2 30 12 9.7 +1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 30 6.8 -1.8
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 33 6.8 -1.7
CGDV Capital Group Dividend Value ETF 2.1 33 9 7.3 -1.3
DEW WisdomTree Global High Dividend Fund 2.1 58 -16 10.2 +1.7
SPMO Invesco S&P 500 Momentum ETF 2.1 13 29 6.7 -1.8
AVDR AVDR US LargeCap Leading ETF 2.1 60 -18 0.0 -8.5
MTUM iShares MSCI USA Momentum Factor ETF 2.0 15 27 6.8 -1.7
RNDV US Equity Dividend Select ETF 2.0 50 -8 10.2 +1.7
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 2.0 35 7 9.2 +0.7
NUSC Nuveen ESG Small-Cap ETF 2.0 30 12 6.4 -2.2
FUNL CornerCap Fundametrics Large-Cap ETF 2.0 50 -8 9.4 +0.9
SMMD iShares Russell 2500 ETF 2.0 15 27 6.6 -1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 33 7.4 -1.2
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 2.0 40 2 8.3 -0.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.0 17 25 6.3 -2.2
FSST Fidelity Sustainability U.S. Equity ETF 2.0 59 -17 6.9 -1.6
EQWL Invesco Russell Top 200 Equal Weight ETF 2.0 25 17 8.2 -0.4
ECOZ TrueMark ESG Active Opportunities ETF 2.0 58 -16 5.6 -2.9
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -37 5.6 -3.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.0 15 27 15.1 +6.6
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.0 25 17 9.3 +0.7
RFFC RiverFront Dynamic US Flex-Cap ETF 2.0 52 -10 6.6 -1.9
IWN iShares Russell 2000 Value ETF 1.9 24 18 6.9 -1.7
DFAU Dimensional US Core Equity Market ETF 1.9 12 30 7.1 -1.4
VTWV Vanguard Russell 2000 Value Index Fund 1.9 15 27 7.0 -1.6
DSI iShares MSCI KLD 400 Social ETF 1.9 25 17 7.0 -1.5
AVSC Avantis U.S Small Cap Equity ETF 1.9 25 17 5.9 -2.7
WKLY SoFi Weekly Dividend ETF 1.9 49 -7 9.2 +0.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.9 25 17 7.3 -1.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 14 7.9 -0.6
EQOP Natixis U.S. Equity Opportunities ETF 1.9 85 -43 7.2 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.9 14 28 6.9 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -33 7.0 -1.5
IQSU IQ Candriam ESG US Equity ETF 1.9 9 33 6.5 -2.0
ACVF American Conservative Values ETF 1.9 75 -33 6.1 -2.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.8 27 15 6.5 -2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.8 18 24 6.9 -1.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 27 7.8 -0.7
DFUS Dimensional U.S. Equity ETF 1.8 11 31 6.9 -1.6
AFSM First Trust Active Factor Small Cap ETF 1.8 77 -35 9.7 +1.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 25 7.5 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 31 7.2 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.8 15 27 7.5 -1.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.8 57 -15 16.3 +7.8
IWX iShares Russell Top 200 Value ETF 1.8 20 22 8.4 -0.2
VONE Vanguard Russell 1000 ETF 1.8 8 34 6.8 -1.7
HKND Humankind US Stock ETF 1.8 11 31 8.4 -0.1
SPTM SPDR Portfolio Total Stock Market ETF 1.8 3 39 7.1 -1.4
VTHR Vanguard Russell 3000 Index Fund 1.7 10 32 6.6 -1.9
XVV iShares ESG Screened S&P 500 ETF 1.7 8 34 6.9 -1.6
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.7 19 23 9.2 +0.7
SPHQ Invesco S&P 500 Quality ETF 1.7 15 27 6.8 -1.7
CSML IQ Chaikin U.S. Small Cap ETF 1.7 35 7 6.7 -1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.7 65 -23 11.9 +3.4
VTI Vanguard Total Stock Market Index Fund 1.7 3 39 6.5 -2.0
PBP Invesco S&P 500 BuyWrite ETF 1.7 49 -7 6.4 -2.2
IYY iShares Dow Jones U.S. ETF 1.7 20 22 6.6 -1.9
IWB iShares Russell 1000 ETF 1.7 15 27 6.7 -1.8
LSAT Leadershares Alphafactor Tactical Focused ETF 1.7 99 -57 11.3 +2.8
IWV iShares Russell 3000 ETF 1.7 20 22 6.5 -2.0
CGUS Capital Group Core Equity ETF 1.7 33 9 7.0 -1.5
SCHB Schwab U.S. Broad Market ETF 1.7 3 39 6.7 -1.8
PSC Principal U.S. Small Cap Index ETF 1.7 38 4 8.5 -0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 39 6.6 -1.9
ESGU iShares MSCI USA ESG Optimized ETF 1.7 15 27 6.8 -1.7
NTZG Nuveen Global Net Zero Transition ETF 1.7 55 -13 6.2 -2.4
PBUS Invesco PureBeta MSCI USA ETF 1.7 4 38 6.8 -1.7
EFIV SPDR S&P 500 ESG ETF 1.7 10 32 7.1 -1.4
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 32 7.1 -1.4
XYLD Global X S&P 500 Covered Call ETF 1.7 60 -18 6.4 -2.1
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 39 6.8 -1.7
SCHX Schwab U.S. Large-Cap ETF 1.6 3 39 6.8 -1.7
DSTL Distillate US Fundamental Stability & Value ETF 1.6 39 3 8.6 +0.1
TMFX Motley Fool Next Index ETF 1.6 50 -8 4.1 -4.4
SCHK Schwab 1000 Index ETF 1.6 5 37 6.8 -1.8
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 1.6 55 -13 7.4 -1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 22 6.8 -1.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 27 15 6.8 -1.8
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 12 7.3 -1.2
XRMI Global X S&P 500 Risk Managed Income ETF 1.6 60 -18 6.1 -2.5
VOO VANGUARD S&P 500 ETF 1.6 3 39 7.0 -1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.6 2 40 6.8 -1.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.6 39 3 14.2 +5.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.6 15 27 6.7 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 27 8.6 +0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 3 10.8 +2.3
SPY SPDR S&P 500 ETF Trust 1.6 9 33 6.9 -1.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.6 35 7 10.9 +2.4
VV Vanguard Large-Cap Index Fund 1.6 4 38 6.8 -1.7
XCLR Global X S&P 500 Collar 95-110 ETF 1.6 60 -18 5.9 -2.6
IVV iShares Core S&P 500 ETF 1.6 3 39 7.0 -1.6
SPLG SPDR Portfolio S&P 500 ETF 1.6 3 39 7.0 -1.6
SVAL iShares US Small Cap Value Factor ETF 1.6 20 22 12.1 +3.6
XYLG Global X S&P 500 Covered Call & Growth ETF 1.6 60 -18 6.4 -2.1
XVOL Acruence Active Hedge U.S. Equity ETF 1.6 83 -41 6.2 -2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 3 5.5 -3.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 13 6.6 -1.9
ROSC Hartford Multifactor Small Cap ETF 1.5 34 8 12.3 +3.7
IWM iShares Russell 2000 ETF 1.5 19 23 4.5 -4.0
DGT SPDR Global Dow ETF 1.5 50 -8 9.0 +0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.5 7 35 6.8 -1.8
VOTE Engine No. 1 Transform 500 ETF 1.5 5 37 6.8 -1.7
OSCV Opus Small Cap Value Plus ETF 1.5 79 -37 6.7 -1.8
VTWO Vanguard Russell 2000 Index Fund 1.5 10 32 4.7 -3.9
RYJ Invesco Raymond James SB-1 Equity ETF 1.5 75 -33 3.6 -4.9
XTR Global X S&P 500 Tail Risk ETF 1.5 60 -18 6.5 -2.1
ITAN Sparkline Intangible Value ETF 1.5 50 -8 8.6 +0.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 22 8.0 -0.5
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -10 9.4 +0.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 1.5 75 -33 8.4 -0.1
SUSA iShares MSCI USA ESG Select ETF 1.5 25 17 6.7 -1.8
IUSS Invesco Strategic US Small Company ETF 1.4 23 19 7.9 -0.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 71 -29 16.6 +8.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.4 35 7 9.6 +1.0
UBCB UBC Algorithmic Fundamentals ETF 1.4 75 -33 5.2 -3.4
EES WisdomTree SmallCap Earnings Fund 1.4 38 4 11.8 +3.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.4 20 22 6.8 -1.8
SIXA 6 Meridian Mega Cap Equity ETF 1.4 82 -40 9.1 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 36 1.7 -6.8
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 1.4 84 -42 8.1 -0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 32 7.1 -1.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.4 9 33 5.5 -3.0
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.3 17 25 7.1 -1.5
WDIV SPDR Global Dividend ETF 1.3 40 2 11.0 +2.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 33 7.0 -1.6
SFY SoFi Select 500 ETF 1.3 0 42 6.7 -1.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.3 49 -7 7.4 -1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -17 6.0 -2.5
MGC Vanguard Mega Cap Index Fund 1.3 7 35 6.8 -1.7
TOK iShares MSCI Kokusai ETF 1.2 25 17 6.9 -1.7
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.2 35 7 6.9 -1.6
LYFE 2nd Vote Life Neutral Plus ETF 1.2 75 -33 8.7 +0.1
ESG FlexShares STOXX US ESG Impact Index Fund 1.2 32 10 6.6 -1.9
NUDV Nuveen ESG Dividend ETF 1.2 25 17 8.6 +0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 33 7.1 -1.4
PSET Principal Price Setters Index ETF 1.2 15 27 7.5 -1.0
RYLD Global X Russell 2000 Covered Call ETF 1.2 60 -18 4.2 -4.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -19 11.1 +2.6
URTH iShares MSCI World ETF 1.2 24 18 6.9 -1.6
XSMO Invesco S&P SmallCap Momentum ETF 1.2 39 3 10.7 +2.1
SLT Pacer Salt High truBeta US Market ETF 1.2 60 -18 0.0 -8.5
IWO iShares Russell 2000 Growth ETF 1.2 24 18 2.2 -6.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.1 95 -53 2.7 -5.9
DES WisdomTree U.S. SmallCap Dividend Fund 1.1 38 4 10.5 +2.0
VTWG Vanguard Russell 2000 Growth Index Fund 1.1 15 27 2.4 -6.2
DURA VanEck Morningstar Durable Dividend ETF 1.1 29 13 8.5 -0.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.1 0 42 6.8 -1.8
SXQG 6 Meridian Quality Growth ETF 1.1 100 -58 6.2 -2.3
VBK Vanguard Small-Cap Growth Index Fund 1.1 7 35 2.2 -6.3
VT Vanguard Total World Stock ETF 1.1 7 35 7.3 -1.2
ROCI ROC ETF 1.1 49 -7 5.7 -2.8
WLDR Affinity World Leaders Equity ETF 1.1 67 -25 11.4 +2.9
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -33 8.6 +0.1
ACWI iShares MSCI ACWI ETF 1.1 32 10 7.1 -1.4
VDNI V-Shares US Leadership Diversity ETF 1.0 29 13 7.3 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 22 7.4 -1.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.0 48 -6 8.1 -0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.0 30 12 9.9 +1.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 22 7.0 -1.5
MXDU Nationwide Maximum Diversification US Core Equity ETF 1.0 34 8 0.0 -8.5
ACIO Aptus Collared Income Opportunity ETF 1.0 79 -37 5.8 -2.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 52 -10 6.1 -2.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.0 30 12 7.8 -0.7
BFOR Barron's 400 ETF 1.0 70 -28 10.3 +1.8
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 27 8.6 +0.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 13 8.4 -0.1
IWL iShares Russell Top 200 ETF 1.0 15 27 6.7 -1.8
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 24 8.6 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 13 6.3 -2.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 16 26 8.6 +0.1
FDRR Fidelity Dividend ETF for Rising Rates 1.0 29 13 9.0 +0.5
IVLC Invesco US Large Cap Core ESG ETF 0.9 48 -6 6.7 -1.9
GCIG Genuine Investors ETF 0.9 100 -58 7.1 -1.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.9 70 -28 5.2 -3.3
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 -7 8.7 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 63 -21 5.2 -3.3
RNSC Small Cap US Equity Select ETF 0.9 60 -18 10.9 +2.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 23 8.2 -0.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.9 38 4 11.2 +2.7
BLES Inspire Global Hope Large Cap ETF 0.9 49 -7 7.0 -1.5
SMDV ProShares Russell 2000 Dividend Growers ETF 0.9 41 1 7.2 -1.3
UVDV UVA Dividend Value ETF 0.9 80 -38 7.9 -0.7
VALQ American Century STOXX U.S. Quality Value ETF 0.8 29 13 11.7 +3.1
ALTL Pacer Lunt Large Cap Alternator ETF 0.8 60 -18 6.4 -2.2
SPHB Invesco S&P 500 High Beta ETF 0.8 25 17 4.7 -3.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 7 9.4 +0.8
ILCG iShares Morningstar Growth ETF 0.7 4 38 5.3 -3.2
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.7 39 3 6.9 -1.7
XOUT GraniteShares XOUT U.S. Large Cap ETF 0.7 60 -18 6.2 -2.3
BOUT Innovator IBD Breakout Opportunities ETF 0.7 84 -42 5.2 -3.3
FVAL Fidelity Value Factor ETF 0.7 29 13 10.8 +2.2
LVHD Legg Mason Low Volatility High Dividend ETF 0.6 27 15 8.7 +0.2
SIXS 6 Meridian Small Cap Equity ETF 0.6 88 -46 11.6 +3.1
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.6 28 14 8.0 -0.5
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 29 6.9 -1.7
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 29 9.3 +0.7
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 19 5.2 -3.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 7 10.5 +2.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.6 49 -7 6.7 -1.8
MMLG First Trust Multi-Manager Large Growth ETF 0.6 85 -43 3.3 -5.2
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.6 36 6 8.6 +0.0
GSPY Gotham Enhanced 500 ETF 0.5 50 -8 7.4 -1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 17 8.7 +0.2
VIDI Vident International Equity Fund 0.5 61 -19 14.5 +5.9
BIBL Inspire ETF 0.5 35 7 6.7 -1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.5 75 -33 6.9 -1.6
QGRO American Century STOXX U.S. Quality Growth ETF 0.4 29 13 7.0 -1.6
VONG Vanguard Russell 1000 Growth Index Fund 0.4 8 34 6.1 -2.4
SQEW LeaderShares Equity Skew ETF 0.4 75 -33 6.9 -1.6
IWC iShares Micro-Cap ETF 0.4 60 -18 -6.2 -14.7
IWF iShares Russell 1000 Growth ETF 0.4 19 23 6.0 -2.5
KBE SPDR S&P Bank ETF 0.4 35 7 11.2 +2.7
OEF iShares S&P 100 ETF 0.4 20 22 6.7 -1.9
PAWZ ProShares Pet Care ETF 0.4 50 -8 4.4 -4.1
IWY iShares Russell Top 200 Growth ETF 0.4 20 22 6.2 -2.3
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.4 21 21 4.6 -3.9
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -38 19.5 +11.0
BTHM BlackRock Future U.S. Themes ETF 0.3 60 -18 7.2 -1.3
HDV iShares Core High Dividend ETF 0.3 8 34 9.3 +0.7
IUSG iShares Core S&P US Growth ETF 0.3 4 38 6.5 -2.0
SQLV Legg Mason Small-Cap Quality Value 0.3 61 -19 12.3 +3.8
LOPX Direxion Low Priced Stock ETF 0.3 50 -8 -18.7 -27.2
ERSX ERShares NextGen Entrepreneurs ETF 0.3 75 -33 7.4 -1.1
VOT Vanguard Mid-Cap Growth Index Fund 0.2 7 35 4.9 -3.6
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.2 42 0 7.0 -1.5
AIEQ AI Powered Equity ETF 0.2 75 -33 3.6 -4.9
VOOG Vanguard S&P 500 Growth ETF 0.2 10 32 6.5 -2.1
TMFC Motley Fool 100 Index ETF 0.2 50 -8 5.3 -3.2
IVW iShares S&P 500 Growth ETF 0.2 18 24 6.4 -2.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 38 6.5 -2.0
ISRA VanEck Israel ETF 0.2 59 -17 9.9 +1.4
FINX Global X FinTech Thematic ETF 0.2 68 -26 6.6 -2.0
THNQ ROBO Global Artificial Intelligence ETF 0.2 68 -26 3.6 -5.0
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 -3 2.6 -6.0
ITEQ BlueStar Israel Technology ETF 0.2 75 -33 1.1 -7.4
VBB Valkyrie Balance Sheet Opportunities ETF 0.2 75 -33 -2.5 -11.0
BYOB SoFi Be Your Own Boss ETF 0.2 59 -17 -7.1 -15.6
HHH ETFMG Real Estate Tech ETF 0.2 75 -33 0.0 -8.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.2 35 7 9.9 +1.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.2 60 -18 9.2 +0.7
KSCD KFA Small Cap Quality Dividend Index ETF 0.2 51 -9 7.4 -1.1
FTHI First Trust High Income ETF 0.2 85 -43 5.0 -3.5
STLG iShares Factors US Growth Style ETF 0.2 25 17 8.5 -0.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 12 11.5 +3.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.2 4 38 5.3 -3.3
KOMP SPDR Kensho New Economies Composite ETF 0.2 20 22 1.0 -7.6
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 13 11.0 +2.5
QUAL iShares MSCI Usa Quality Factor ETF 0.1 15 27 8.4 -0.1
FDM First Trust Dow Jones Select Microcap Index Fund 0.1 60 -18 9.2 +0.7
DWMC AdvisorShares Dorsey Wright Micro-Cap ETF 0.1 127 -85 6.2 -2.3
VUG Vanguard Growth Index Fund 0.0 4 38 5.5 -3.0
ACTV LeaderShares Activist Leaders ETF 0.0 75 -33 10.9 +2.4
SAGP Strategas Global Policy Opportunities ETF 0.0 65 -23 8.5 -0.0
EBIZ Global X E-Commerce ETF 0.0 50 -8 2.8 -5.8
EDOC Global X Telemedicine & Digital Health ETF 0.0 68 -26 -2.9 -11.4

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

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RESULTS & ESTIMATES

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
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 8.6 %
Divided by: Fwd. P/BV 1.0 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 8.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.65 CATEGORY
AVERAGE
1.49
 
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.