iShares U.S. Insurance ETF
ALTAR
Score™		 6.5% 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) $782
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) $63,598
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 18.0 %
CHUBB LIMITED 11.6 %
TRAVELERS COS INC/THE 6.6 %
ALLSTATE CORP 5.8 %
AMERICAN INTERNATIONAL GROUP 4.5 %
AFLAC INC 4.4 %
METLIFE INC 4.3 %
HARTFORD FINANCIAL SVCS GRP 4.2 %
PRUDENTIAL FINANCIAL INC 4.2 %
ARCH CAPITAL GROUP LTD 4.1 %
Total 67.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.5 %
SWITZERLAND 11.6 %
BERMUDA 5.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.7% 19.3% 22.6% 12.5% 7.1%

Market Correlations
versus... Beta R-squared
S&P500 0.58 29%
MSCI EAFE 0.62 34%
MSCI Emg. Mkts. 0.25 6%

Technical Indicators
Recent close $137.20
30d moving avg. $131.56
Annualized volatility 18.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.5%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 87
Turnover 1.5%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 595 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™: 6.5%


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
(%)
KBWP Invesco KBW Property & Casualty Insurance ETF 53.2 35 5 6.3 -0.2
KIE SPDR S&P Insurance ETF 47.8 35 5 6.5 +0.0
FXO First Trust Financials AlphaDEX Fund 22.7 62 -22 8.5 +2.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.7 40 0 6.8 +0.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 17.4 60 -20 7.8 +1.3
IYF iShares U.S. Financials ETF 15.7 40 0 6.1 -0.4
LGCF Themes US Cash Flow Champions ETF 15.4 30 10 8.5 +2.0
SPVM Invesco S&P 500 Value with Momentum ETF 14.8 39 1 8.5 +2.0
USCF Themes US Cash Flow Champions ETF 14.1 29 11 9.1 +2.7
LYLD Cambria Large Cap Shareholder Yield ETF 13.9 59 -19 9.9 +3.4
FTDS First Trust Dividend Strength ETF 13.8 70 -30 7.8 +1.4
PFI Invesco Dorsey Wright Financial Momentum ETF 13.2 60 -20 6.4 -0.1
WTV WisdomTree US Value Fund of Benef Interest 12.0 12 28 9.3 +2.8
FNCL Fidelity MSCI Financials Index ETF 11.9 8 32 6.4 -0.1
VFH Vanguard Financials ETF 11.9 10 30 6.5 0.0
XLF Financial Select Sector SPDR Fund 10.7 8 32 5.8 -0.6
RDVY First Trust Rising Dividend Achievers ETF 10.5 50 -10 7.6 +1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 10.4 60 -20 4.6 -1.9
SPMV Invesco S&P 500 Minimum Variance ETF 10.1 10 30 5.3 -1.1
SPVU Invesco S&P 500 Enhanced Value ETF 9.8 13 27 10.2 +3.8
DFNL Davis Select Financial ETF 9.6 63 -23 7.8 +1.3
IPDP Dividend Performers ETF 9.5 122 -82 4.9 -1.6
PKW Invesco Buyback Achievers ETF 9.0 62 -22 7.6 +1.1
MBOX Freedom Day Dividend ETF 9.0 39 1 7.6 +1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 8.7 80 -40 6.1 -0.4
VSDA VictoryShares Dividend Accelerator ETF 8.7 35 5 7.0 +0.6
RNMC First Trust Mid Cap US Equity Select ETF 8.6 60 -20 6.2 -0.2
AVLV Avantis U.S. Large Cap Value ETF 8.3 15 25 8.0 +1.6
VAMO Cambria Value & Momentum ETF 8.2 61 -21 6.7 +0.3
FSCS First Trust SMID Capital Strength ETF 8.2 60 -20 6.9 +0.4
JOET Virtus Terranova US Quality Momentum ETF 8.0 29 11 4.8 -1.7
CZA Invesco Zacks Mid-Cap ETF 8.0 72 -32 6.5 0.0
IMCV iShares Morningstar Mid-Cap Value ETF 7.9 6 34 8.4 +1.9
FTA First Trust Large Cap Value AlphaDEX Fund 7.7 59 -19 9.3 +2.9
XMLV Invesco S&P MidCap Low Volatility ETF 7.6 25 15 7.8 +1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 7.6 60 -20 7.9 +1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 7.4 75 -35 7.3 +0.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.2 55 -15 10.6 +4.2
RPV Invesco S&P 500 Pure Value ETF 7.1 35 5 10.8 +4.4
DVY iShares Select Dividend ETF 7.1 38 2 9.4 +2.9
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 -0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.9 20 20 5.7 -0.8
PY Principal Value ETF 6.9 15 25 7.4 +1.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 6.9 12 28 5.6 -0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.9 60 -20 8.2 +1.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.8 60 -20 6.9 +0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.8 35 5 6.1 -0.4
VFMF Vanguard U.S. Multifactor ETF 6.8 18 22 8.3 +1.8
ROE Astoria US Quality Kings ETF 6.8 49 -9 6.7 +0.2
FMTM MarketDesk Focused U.S. Momentum ETF 6.8 45 -5 5.1 -1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 6.7 39 1 9.8 +3.4
CVY Invesco Zacks Multi-Asset Income ETF 6.6 106 -66 12.3 +5.9
GVLU Gotham 1000 Value ETF 6.5 50 -10 9.1 +2.7
DON WisdomTree U.S. MidCap Dividend Fund 6.3 38 2 8.9 +2.5
LEAD Siren DIVCON Leaders Dividend ETF 6.3 43 -3 4.3 -2.1
VOE Vanguard Mid-Cap Value ETF 6.3 7 33 7.8 +1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.3 60 -20 10.1 +3.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.2 30 10 4.7 -1.8
NUDV Nuveen ESG Dividend ETF 6.1 26 14 7.5 +1.0
SPGP Invesco S&P 500 GARP ETF 6.1 34 6 9.5 +3.0
IXG iShares Global Financials ETF 6.1 42 -2 6.8 +0.3
EQRR ProShares Equities for Rising Rates ETF 6.0 35 5 8.3 +1.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.9 55 -15 4.3 -2.2
EBI Longview Advantage ETF 5.9 35 5 6.9 +0.4
VFVA Vanguard U.S. Value Factor ETF 5.8 13 27 11.5 +5.0
HAPY Harbor Human Capital Factor Unconstrained ETF 5.8 50 -10 5.7 -0.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.8 30 10 8.2 +1.7
FOVL iShares Focused Value Factor ETF 5.8 25 15 10.1 +3.6
USMF WisdomTree U.S. Multifactor Fund 5.8 28 12 6.7 +0.2
DEUS Xtrackers Russell US Multifactor ETF 5.8 17 23 7.0 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 5.7 67 -27 10.5 +4.0
SYLD Cambria Shareholder Yield ETF 5.7 59 -19 11.8 +5.4
FTCS First Trust Capital Strength ETF 5.7 55 -15 5.6 -0.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.6 29 11 6.1 -0.4
ABEQ Absolute Select Value ETF 5.6 85 -45 4.8 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 5 6.0 -0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 5.4 18 22 9.2 +2.7
RNSC Furst Trust Small Cap US Equity Select ETF 5.4 60 -20 5.9 -0.5
HDV iShares Core High Dividend ETF 5.3 8 32 7.0 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 5.3 15 25 9.2 +2.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.3 80 -40 8.1 +1.6
LST Leuthold Select Industries ETF 5.3 91 -51 5.6 -0.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.3 20 20 7.6 +1.2
DFLV Dimensional US Large Cap Value ETF 5.2 22 18 8.2 +1.7
QUVU Hartford Quality Value ETF 5.2 46 -6 7.3 +0.8
BGDV Bahl & Gaynor Dividend ETF 5.2 45 -5 4.9 -1.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.2 15 25 9.2 +2.8
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.2 60 -20 5.9 -0.6
IWS iShares Russell Mid-Cap Value ETF 5.1 23 17 6.9 +0.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.0 60 -20 5.9 -0.6
BGIG Bahl & Gaynor Income Growth ETF 5.0 45 -5 5.5 -0.9
BIBL Inspire 100 ETF 5.0 35 5 5.3 -1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.9 40 0 7.2 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.9 15 25 9.4 +3.0
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 5 6.4 -0.0
ACWV iShares MSCI Global Min Vol Factor ETF 4.8 20 20 5.8 -0.6
RJMG FT Raymond James Multicap Growth Equity ETF 4.8 85 -45 2.3 -4.2
FLRG Fidelity U.S. Multifactor ETF 4.8 15 25 7.0 +0.5
FEX First Trust Large Cap Core AlphaDEX Fund 4.8 59 -19 6.2 -0.3
IMCB iShares Morningstar Mid-Cap ETF 4.7 4 36 6.1 -0.3
FBCV Fidelity Blue Chip Value ETF 4.7 59 -19 7.5 +1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 4.7 20 20 7.1 +0.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.6 50 -10 7.5 +1.0
EZM WisdomTree U.S. MidCap Fund 4.6 38 2 9.4 +2.9
HOMZ Hoya Capital Housing ETF 4.6 30 10 8.8 +2.4
ROUS Hartford Multifactor US Equity ETF 4.6 19 21 7.2 +0.7
CFA VictoryShares US 500 Volatility Wtd ETF 4.6 35 5 5.9 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.6 40 0 5.9 -0.6
AVSU Avantis Responsible U.S. Equity ETF 4.6 15 25 6.3 -0.2
SDY SPDR S&P Dividend ETF 4.5 35 5 6.5 +0.1
STXV Strive 1000 Value ETF 4.4 18 22 8.3 +1.8
RFV Invesco S&P Midcap 400 Pure Value ETF 4.4 35 5 14.0 +7.5
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 7.0 +0.5
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.3 54 -14 7.3 +0.8
QLV FlexShares US Quality Low Volatility Index Fund 4.3 22 18 5.7 -0.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.3 25 15 5.3 -1.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.3 35 5 7.9 +1.5
VYM Vanguard High Dividend Yield Index ETF 4.3 6 34 7.4 +0.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.3 25 15 8.2 +1.8
PWV Invesco Large Cap Value ETF 4.3 55 -15 7.5 +1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.3 38 2 7.9 +1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.2 20 20 6.6 +0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 4.2 70 -30 11.7 +5.2
ZECP Zacks Earnings Consistent Portfolio ETF 4.2 55 -15 5.0 -1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.2 39 1 10.8 +4.3
VFMO Vanguard U.S. Momentum Factor ETF 4.2 13 27 3.2 -3.3
NULV Nuveen ESG Large-Cap Value ETF 4.2 26 14 6.4 -0.1
SXQG ETC 6 Meridian Quality Growth ETF 4.2 100 -60 4.4 -2.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.1 50 -10 8.3 +1.8
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 17 5.9 -0.6
DFUV Dimensional US Marketwide Value ETF 4.1 22 18 8.0 +1.5
FSMD Fidelity Small-Mid Multifactor ETF 4.1 15 25 7.3 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 4.1 12 28 7.3 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 22 5.6 -0.9
AFMC First Trust Active Factor Mid Cap ETF 4.0 65 -25 8.7 +2.3
DIA SPDR Dow Jones Industrial Average ETF Trust 4.0 16 24 5.7 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 4.0 18 22 6.9 +0.5
DFAT Dimensional U.S. Targeted Value ETF 4.0 28 12 10.0 +3.5
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 4.6 -1.8
IWR iShares Russell Midcap ETF 4.0 19 21 5.9 -0.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.9 35 5 7.1 +0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.9 25 15 6.0 -0.4
CGDV Capital Group Dividend Value ETF 3.9 33 7 4.8 -1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.9 15 25 7.5 +1.1
PDP Invesco Dorsey Wright Momentum ETF 3.9 62 -22 3.7 -2.7
DIVG Invesco S&P 500 High Dividend Growers ETF 3.8 39 1 8.6 +2.1
ISCV iShares Morningstar Small Cap Value ETF 3.8 6 34 9.7 +3.2
BEEX BeeHive ETF 3.8 84 -44 4.7 -1.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.8 38 2 6.2 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.8 15 25 8.2 +1.7
MDY SPDR S&P Midcap 400 ETF Trust 3.7 24 16 7.4 +1.0
IJH iShares Core S&P Mid-Cap ETF 3.7 5 35 7.6 +1.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.7 56 -16 2.6 -3.9
SPDV AAM S&P 500 High Dividend Value ETF 3.7 29 11 10.9 +4.5
VBR Vanguard Small Cap Value ETF 3.7 7 33 9.4 +2.9
SSPY Syntax Stratified LargeCap ETF 3.7 30 10 6.7 +0.3
AVUS Avantis U.S. Equity ETF 3.7 15 25 6.1 -0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.7 65 -25 6.4 -0.0
QUS SPDR MSCI USA StrategicFactors ETF 3.7 15 25 5.8 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 3.7 12 28 5.9 -0.6
JHDV John Hancock U.S. High Dividend ETF 3.7 34 6 6.9 +0.4
EUSA iShares MSCI USA Equal Weighted ETF 3.7 9 31 6.2 -0.3
AFLG First Trust Active Factor Large Cap ETF 3.6 55 -15 6.2 -0.3
VO Vanguard Mid-Cap ETF 3.6 4 36 5.9 -0.6
KRMA Global X Conscious Companies ETF 3.6 43 -3 5.9 -0.6
VTV Vanguard Value ETF 3.6 4 36 7.1 +0.6
SMCF Themes US Small Cap Cash Flow Champions ETF 3.6 29 11 13.2 +6.7
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.6 3 37 7.6 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 3.6 10 30 7.6 +1.1
SMAP Amplify Small-Mid Cap Equity ETF 3.6 60 -20 5.5 -0.9
MAGA Point Bridge America First ETF 3.6 72 -32 6.0 -0.5
AVUV Avantis U.S. Small Cap Value ETF 3.6 25 15 10.5 +4.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.6 15 25 6.1 -0.3
EDOW First Trust Dow 30 Equal Weight ETF 3.6 50 -10 5.3 -1.2
SIZE iShares MSCI USA Size Factor ETF 3.5 15 25 5.9 -0.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.5 7 33 6.3 -0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 -12 5.5 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 3.5 60 -20 7.8 +1.4
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 28 7.8 +1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.5 58 -18 5.4 -1.1
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 25 7.0 +0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.5 18 22 5.6 -0.8
GRNY Fundstrat Granny Shots US Large Cap ETF 3.4 75 -35 3.3 -3.2
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 6.5 +0.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.4 43 -3 6.3 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.4 24 16 8.2 +1.8
FDLO Fidelity Low Volatility Factor ETF 3.4 15 25 5.5 -1.0
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 9.7 +3.2
SCHM Schwab U.S. Mid-Cap ETF 3.4 4 36 6.9 +0.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.4 29 11 6.6 +0.1
RWK Invesco S&P MidCap 400 Revenue ETF 3.3 39 1 9.8 +3.3
FVD First Trust Value Line Dividend Index Fund 3.3 65 -25 6.2 -0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.3 4 36 6.3 -0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.3 18 22 7.8 +1.3
VEGN US Vegan Climate ETF 3.3 60 -20 4.6 -1.8
PTL Inspire 500 ETF 3.3 9 31 5.5 -1.0
DFVX Dimensional US Large Cap Vector ETF 3.3 22 18 6.5 0.0
BRIF FIS Bright Portfolios Focused Equity ETF 3.3 65 -25 4.6 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 6.2 -0.2
PRF Invesco FTSE RAFI US 1000 ETF 3.3 39 1 7.1 +0.6
USXF iShares ESG Advanced MSCI USA ETF 3.2 10 30 4.8 -1.7
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 5 3.3 -3.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 6.2 -0.3
DFAS Dimensional U.S. Small Cap ETF 3.2 26 14 6.8 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.2 12 28 4.6 -1.8
STXM Strive Mid-Cap ETF 3.2 18 22 6.5 0.0
SFYX SoFi Next 500 ETF 3.2 0 40 5.9 -0.6
RWL Invesco S&P 500 Revenue ETF 3.2 39 1 6.9 +0.4
JAVA JPMorgan Active Value ETF 3.2 44 -4 6.6 +0.1
DIVB iShares Core Dividend ETF 3.2 5 35 7.9 +1.4
ISCB iShares Morningstar Small-Cap ETF 3.1 4 36 6.3 -0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.1 65 -25 3.4 -3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.1 7 33 7.6 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 3.1 50 -10 6.1 -0.4
ACSI American Customer Satisfaction ETF 3.0 65 -25 4.9 -1.6
AUSF Global X Adaptive U.S. Factor ETF 3.0 27 13 9.3 +2.8
TAX Cambria Tax Aware ETF 3.0 49 -9 5.2 -1.3
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.8 -0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.0 17 23 6.1 -0.4
IWD iShares Russell 1000 Value ETF 3.0 19 21 6.6 +0.1
FDWM Fidelity Women's Leadership ETF 3.0 59 -19 5.2 -1.3
FVAL Fidelity Value Factor ETF 3.0 15 25 7.2 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.0 25 15 5.2 -1.2
VONV Vanguard Russell 1000 Value ETF 3.0 8 32 6.7 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 3.0 25 15 5.2 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 -20 5.0 -1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 10 6.8 +0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 3.0 35 5 8.1 +1.6
XMMO Invesco S&P MidCap Momentum ETF 3.0 34 6 5.5 -0.9
TPSC Timothy Plan US Small Cap Core ETF 2.9 52 -12 7.1 +0.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.9 12 28 6.7 +0.2
PRAY FIS Christian Stock Fund 2.9 69 -29 5.4 -1.1
MGV Vanguard Mega Cap Value ETF 2.9 7 33 6.8 +0.3
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 5.0 -1.5
DFSV Dimensional US Small Cap Value ETF 2.9 31 9 10.8 +4.4
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 -2 7.0 +0.5
XMHQ Invesco S&P MidCap Quality ETF 2.9 25 15 6.8 +0.4
JHML John Hancock Multifactor Large Cap ETF 2.9 29 11 5.5 -0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.8 10 30 4.5 -2.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.8 17 23 5.8 -0.7
FNDX Schwab Fundamental US Large Co. Index ETF 2.8 25 15 7.4 +0.9
VIG Vanguard Dividend Appreciation ETF 2.8 6 34 5.7 -0.7
EPS WisdomTree U.S. LargeCap Fund 2.8 8 32 6.0 -0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.8 10 30 4.5 -2.0
XJR iShares ESG Screened S&P Small-Cap ETF 2.8 12 28 7.6 +1.2
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.8 78 -38 9.9 +3.5
ESIX SPDR S&P SmallCap 600 ESG ETF 2.8 12 28 8.6 +2.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.7 -0.8
DUSA Davis Select U.S. Equity ETF 2.8 61 -21 7.7 +1.3
DWLD Davis Select Worldwide ETF 2.8 63 -23 7.6 +1.2
YOKE Yoke Core ETF 2.8 42 -2 4.4 -2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.8 15 25 6.5 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 2.8 25 15 7.4 +1.0
SPHQ Invesco S&P 500 Quality ETF 2.8 15 25 5.1 -1.4
WCEO Hypatia Women CEO ETF 2.7 85 -45 4.8 -1.7
DCOR Dimensional US Core Equity 1 ETF 2.7 14 26 5.6 -0.9
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 6.5 +0.1
SCHV Schwab U.S. Large-Cap Value ETF 2.7 4 36 6.9 +0.4
JEPI JPMorgan Equity Premium Income ETF 2.7 35 5 5.7 -0.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.7 29 11 6.5 +0.0
SCHA Schwab U.S. Small-Cap ETF 2.7 4 36 6.5 -0.0
VB Vanguard Small-Cap ETF 2.7 5 35 6.3 -0.1
QGRO American Century U.S. Quality Growth ETF 2.7 29 11 3.5 -3.0
SCHD Schwab US Dividend Equity ETF 2.7 6 34 9.9 +3.4
NUMV Nuveen ESG Mid-Cap Value ETF 2.7 31 9 7.1 +0.6
NUSC Nuveen ESG Small-Cap ETF 2.6 31 9 5.6 -0.9
STXK Strive Small-Cap ETF 2.6 18 22 6.4 -0.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.6 15 25 8.1 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.6 24 16 8.0 +1.6
PFM Invesco Dividend Achievers ETF 2.6 53 -13 5.4 -1.0
VXF Vanguard Extended Market ETF 2.6 6 34 5.0 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 2.6 20 20 9.8 +3.3
MDLV Morgan Dempsey Large Cap Value ETF 2.6 58 -18 7.6 +1.1
DHS WisdomTree U.S. High Dividend Fund 2.6 38 2 8.3 +1.9
SUSA iShares MSCI USA ESG Select ETF 2.6 25 15 4.9 -1.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.6 61 -21 6.6 +0.1
IJR iShares Core S&P Small Cap ETF 2.5 6 34 8.0 +1.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.5 65 -25 5.2 -1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 36 6.3 -0.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.5 39 1 6.1 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 15 6.0 -0.5
OCFS Otter Creek Focus Strategy ETF 2.5 85 -45 3.7 -2.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.5 7 33 9.9 +3.4
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.6 +0.1
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.7 -0.8
BLCV iShares Large Cap Value Active ETF 2.5 53 -13 7.5 +1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 4.8 -1.6
OPTZ Optimize Strategy Index ETF 2.4 50 -10 5.1 -1.4
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 22 6.9 +0.4
QWLD SPDR MSCI World StrategicFactors ETF 2.4 30 10 6.2 -0.3
COWS Amplify Cash Flow Dividend Leaders ETF 2.4 0 40 12.6 +6.1
APUE ActivePassive U.S. Equity ETF 2.4 45 -5 4.9 -1.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 34 2.9 -3.5
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 12 6.5 +0.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 30 8.0 +1.6
ILCV iShares Morningstar Value ETF 2.4 4 36 6.8 +0.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 37 8.1 +1.6
EQIN Columbia US Equity Income ETF 2.4 35 5 7.0 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.4 60 -20 10.1 +3.6
HDUS Hartford Disciplined US Equity ETF 2.4 19 21 5.9 -0.5
HKND Humankind US Stock ETF 2.3 11 29 7.4 +0.9
TOGA Tremblant Global ETF 2.3 69 -29 1.7 -4.7
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 5 4.9 -1.6
IUSV iShares Core S&P US Value ETF 2.3 4 36 6.7 +0.2
FDLS Inspire Fidelis Multi Factor ETF 2.3 76 -36 5.1 -1.4
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 6.4 -0.0
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 15 6.3 -0.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 5 5.3 -1.1
IUS Invesco RAFI Strategic US ETF 2.3 19 21 6.9 +0.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 28 4.7 -1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.2 15 25 7.5 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.2 12 28 5.3 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 31 5.7 -0.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 2.2 60 -20 2.1 -4.4
IJS iShares S&P Small-Cap 600 Value ETF 2.2 18 22 10.5 +4.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 20 7.1 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.2 9 31 5.0 -1.5
DFAU Dimensional US Core Equity Market ETF 2.2 12 28 5.3 -1.2
SLYV SPDR S&P 600 Small Cap Value ETF 2.2 15 25 10.5 +4.1
KOCG FIS Knights of Columbus Global Belief ETF 2.2 75 -35 5.1 -1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.2 15 25 10.5 +4.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.2 80 -40 6.3 -0.1
OSCV Opus Small Cap Value ETF 2.2 79 -39 6.9 +0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.2 70 -30 2.9 -3.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.4 -1.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.1 70 -30 4.8 -1.7
TMFX Motley Fool Next Index ETF 2.1 50 -10 2.8 -3.7
VOOV Vanguard S&P 500 Value ETF 2.1 10 30 6.5 +0.0
IVE iShares S&P 500 Value ETF 2.1 18 22 6.4 -0.1
SPYV SPDR Portfolio S&P 500 Value ETF 2.1 4 36 6.5 +0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 23 6.0 -0.5
JVAL JPMorgan U.S. Value Factor ETF 2.1 12 28 8.6 +2.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.7 -1.7
SAMT Strategas Macro Thematic Opportunities ETF 2.1 65 -25 3.1 -3.4
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -5 9.5 +3.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 21 5.3 -1.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.1 39 1 10.0 +3.5
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 5.0 -1.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 25 6.0 -0.5
ULVM VictoryShares US Value Momentum ETF 2.1 20 20 7.4 +1.0
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 31 4.9 -1.5
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 25 6.0 -0.5
FQAL Fidelity Quality Factor ETF 2.0 15 25 5.7 -0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -24 2.3 -4.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.2 -0.3
SMMD iShares Russell 2500 ETF 2.0 15 25 6.6 +0.1
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 9.5 +3.1
NULC Nuveen ESG Large-Cap ETF 2.0 21 19 4.9 -1.6
DSI iShares MSCI KLD 400 Social ETF 2.0 25 15 5.1 -1.4
QLC FlexShares US Quality Large Cap Index Fund 2.0 25 15 5.7 -0.8
RAFE PIMCO RAFI ESG U.S. ETF 2.0 29 11 7.5 +1.0
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 10.2 +3.7
BFOR ALPS Barron's 400 ETF 1.9 65 -25 6.1 -0.4
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -50 4.1 -2.3
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -39 4.2 -2.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 5.3 -1.2
LOWV AB US Low Volatility Equity ETF 1.9 48 -8 5.2 -1.2
DSPY Tema S&P 500 Historical Weight ETF 1.9 18 22 5.3 -1.1
FTGS First Trust Growth Strength ETF 1.9 60 -20 5.0 -1.5
LCF Touchstone US Large Cap Focused ETF 1.9 69 -29 4.5 -1.9
LRGF iShares U.S. Equity Factor ETF 1.9 8 32 5.7 -0.7
IWX iShares Russell Top 200 Value ETF 1.9 20 20 6.4 -0.1
VLUE iShares MSCI USA Value Factor ETF 1.9 15 25 10.2 +3.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.9 39 1 6.7 +0.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.9 55 -15 4.7 -1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -55 0.6 -5.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.9 28 12 6.2 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 1.8 10 30 5.1 -1.3
FLV American Century Focused Large Cap Value ETF 1.8 42 -2 6.8 +0.3
RGEF Rockefeller Global Equity ETF 1.8 55 -15 5.1 -1.4
FPX First Trust US Equity Opportunities ETF 1.8 61 -21 1.1 -5.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 5.3 -1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.8 10 30 5.1 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 1.8 15 25 7.6 +1.2
DFUS Dimensional U.S. Equity ETF 1.8 9 31 5.1 -1.4
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 34 4.1 -2.3
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 -2.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.8 9 31 4.7 -1.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.8 29 11 4.9 -1.5
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 20 8.5 +2.0
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.8 36 4 12.3 +5.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 -35 4.2 -2.3
REVS Columbia Research Enhanced Value ETF 1.8 19 21 7.9 +1.5
EES WisdomTree U.S. SmallCap Fund 1.7 38 2 9.3 +2.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 25 5.1 -1.3
IWB iShares Russell 1000 ETF 1.7 15 25 5.1 -1.4
SFY SoFi Select 500 ETF 1.7 0 40 4.6 -1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.7 30 10 8.9 +2.5
VONE Vanguard Russell 1000 ETF 1.7 8 32 5.2 -1.3
IWN iShares Russell 2000 Value ETF 1.7 24 16 8.1 +1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 20 6.1 -0.4
IWV iShares Russell 3000 ETF 1.7 20 20 5.0 -1.5
VTHR Vanguard Russell 3000 ETF 1.7 10 30 5.1 -1.4
XVV iShares ESG Screened S&P 500 ETF 1.7 8 32 5.1 -1.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.7 52 -12 6.0 -0.4
VTI Vanguard Total Stock Market ETF 1.7 3 37 5.1 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 1.7 9 31 4.9 -1.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 5.1 -1.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.7 3 37 5.4 -1.1
VTWV Vanguard Russell 2000 Value ETF 1.7 15 25 8.1 +1.7
HLGE Hartford Longevity Economy ETF 1.7 44 -4 6.4 -0.1
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 5.2 -1.2
IYY iShares Dow Jones U.S. ETF 1.7 20 20 5.0 -1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.7 11 29 5.1 -1.3
MTUM iShares MSCI USA Momentum Factor ETF 1.7 15 25 3.6 -2.9
SCHK Schwab 1000 Index ETF 1.7 5 35 5.3 -1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 0.5 -5.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 15 8.2 +1.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.6 20 20 5.3 -1.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 35 8.1 +1.7
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 5.2 -1.2
PBUS Invesco MSCI USA ETF 1.6 4 36 5.1 -1.4
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 6.1 -0.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.6 20 20 4.9 -1.5
VV Vanguard Large-Cap ETF 1.6 4 36 5.1 -1.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 4.8 -1.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.6 25 15 7.8 +1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.6 35 5 9.8 +3.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.6 32 8 5.1 -1.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.6 14 26 5.1 -1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 1.6 36 4 5.0 -1.5
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 37 5.1 -1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.6 7 33 5.1 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.6 9 31 5.0 -1.4
IWM iShares Russell 2000 ETF 1.6 19 21 4.7 -1.7
SPLG SPDR Portfolio S&P 500 ETF 1.6 2 38 5.2 -1.3
VOO Vanguard S&P 500 ETF 1.6 3 37 5.2 -1.3
XSHQ Invesco S&P SmallCap Quality ETF 1.6 29 11 8.3 +1.9
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -2 4.9 -1.6
IVV iShares Core S&P 500 ETF 1.6 3 37 5.2 -1.3
SPY SPDR S&P 500 ETF Trust 1.6 9 31 5.1 -1.3
VTWO Vanguard Russell 2000 ETF 1.6 10 30 4.7 -1.7
STRV Strive 500 ETF 1.6 5 35 5.0 -1.4
NIXT Research Affiliates Deletions ETF 1.6 9 31 5.8 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.6 0 40 5.1 -1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.5 79 -39 5.1 -1.4
BLES Inspire Global Hope ETF 1.5 61 -21 6.9 +0.4
RSSL Global X Russell 2000 ETF 1.5 8 32 4.7 -1.7
VOTE TCW Transform 500 ETF 1.5 5 35 5.1 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.5 2 38 5.2 -1.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 22 5.7 -0.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.5 39 1 3.7 -2.8
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 5.3 -1.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.5 35 5 11.4 +5.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.5 60 -20 7.3 +0.9
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 5.1 -1.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 22 4.9 -1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 15 25 5.8 -0.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.5 15 25 5.7 -0.7
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.7 +1.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 8.2 +1.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.5 48 -8 8.3 +1.8
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 4.8 -1.7
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 5.3 -1.1
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 5.2 -1.2
GURU Global X Guru Index ETF 1.5 75 -35 4.1 -2.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 6.1 -0.4
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.9 -3.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.5 89 -49 10.4 +4.0
PSC Principal U.S. Small-Cap ETF 1.4 38 2 7.0 +0.6
IWO iShares Russell 2000 Growth ETF 1.4 24 16 1.4 -5.1
ROSC Hartford Multifactor Small Cap ETF 1.4 34 6 10.1 +3.6
FELC Fidelity Enhanced Large Cap Core ETF 1.4 18 22 5.4 -1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.4 8 32 5.2 -1.2
VTWG Vanguard Russell 2000 Growth ETF 1.4 15 25 1.5 -5.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.4 29 11 4.4 -2.0
FYT First Trust Small Cap Value AlphaDEX Fund 1.4 73 -33 11.6 +5.2
DGT SPDR Global Dow ETF 1.4 50 -10 7.5 +1.0
KBWD Invesco KBW High Dividend Yield Financial ETF 1.4 384 -344 13.5 +7.0
FESM Fidelity Enhanced Small Cap ETF 1.4 28 12 8.1 +1.6
WBIY WBI Power Factor High Dividend ETF 1.4 100 -60 17.1 +10.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.4 7 33 5.2 -1.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.4 60 -20 10.0 +3.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 7.0 +0.5
FCPI Fidelity Stocks for Inflation ETF 1.3 15 25 7.6 +1.1
RVRB Reverb ETF 1.3 30 10 4.8 -1.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 28 7.5 +1.1
VBK Vanguard Small-Cap Growth ETF 1.3 7 33 1.9 -4.5
ITAN Sparkline Intangible Value ETF 1.3 50 -10 6.5 +0.0
DES WisdomTree U.S. SmallCap Dividend Fund 1.3 38 2 9.6 +3.1
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 7.9 +1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 5.9 -0.5
TOK iShares MSCI Kokusai ETF 1.2 26 14 5.3 -1.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.2 9 31 5.4 -1.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 5.4 -1.0
MGC Vanguard Mega Cap ETF 1.2 7 33 4.9 -1.6
USSE Segall Bryant & Hamill Select Equity ETF 1.2 65 -25 4.2 -2.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.2 59 -19 2.9 -3.6
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -49 4.5 -2.0
URTH iShares MSCI World ETF 1.2 24 16 5.4 -1.1
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 5 9.4 +3.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 5 5.3 -1.1
CSMD Congress SMid Growth ETF 1.1 69 -29 4.0 -2.5
STXD Strive 1000 Dividend Growth ETF 1.1 35 5 5.0 -1.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.1 35 5 10.7 +4.2
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 -35 8.0 +1.6
FFND Future Fund Active ETF 1.1 100 -60 4.6 -1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.1 52 -12 7.0 +0.5
IWL iShares Russell Top 200 ETF 1.1 15 25 4.9 -1.6
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 36 4.4 -2.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 10 8.1 +1.6
ACVF American Conservative Values ETF 1.1 75 -35 4.5 -2.0
OALC OneAscent Large Cap Core ETF 1.1 86 -46 4.3 -2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.1 15 25 4.4 -2.1
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 11.2 +4.7
VT Vanguard Total World Stock ETF 1.0 7 33 6.2 -0.3
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -85 6.6 +0.2
CHGX AXS Change Finance ESG ETF 1.0 49 -9 4.9 -1.6
SPMO Invesco S&P 500 Momentum ETF 1.0 13 27 3.8 -2.6
ACWI iShares MSCI ACWI ETF 1.0 32 8 5.8 -0.6
VUSE Vident U.S. Equity Strategy ETF 1.0 50 -10 4.5 -1.9
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 4.8 -1.7
IVW iShares S&P 500 Growth ETF 1.0 18 22 4.2 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 4.3 -2.2
VOOG Vanguard S&P 500 Growth ETF 1.0 10 30 4.2 -2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 11 8.9 +2.5
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -50 9.9 +3.5
UDI USCF Dividend Income Fund 1.0 65 -25 8.4 +1.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 4.3 -2.2
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 30 6.0 -0.5
FDMO Fidelity Momentum Factor ETF 1.0 15 25 3.9 -2.6
KONG Formidable Fortress ETF 1.0 89 -49 5.9 -0.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 12 5.7 -0.8
GINX SGI Enhanced Global Income ETF 1.0 98 -58 7.4 +0.9
RCGE RockCreek Global Equality ETF 0.9 95 -55 6.4 -0.0
ETHO Etho Climate Leadership U.S. ETF 0.9 47 -7 5.6 -0.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -35 3.9 -2.6
LVOL American Century Low Volatility ETF 0.9 29 11 4.9 -1.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 7.0 +0.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -20 4.3 -2.2
RECS Columbia Research Enhanced Core ETF 0.9 15 25 6.1 -0.4
ILCG iShares Morningstar Growth ETF 0.8 4 36 3.9 -2.6
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 17 3.4 -3.1
FSST Fidelity Sustainable U.S. Equity ETF 0.8 59 -19 4.6 -1.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 36 4.1 -2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 20 3.5 -3.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 28 4.6 -1.9
BKWO BNY Mellon Women's Opportunities ETF 0.8 50 -10 3.8 -2.7
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 25 5.3 -1.2
DEW WisdomTree Global High Dividend Fund 0.7 58 -18 8.8 +2.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -8 6.0 -0.4
GLOF iShares Global Equity Factor ETF 0.7 20 20 6.9 +0.4
FFTY Innovator IBD 50 ETF 0.7 80 -40 -0.4 -6.8
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -9 5.0 -1.5
CGDG Capital Group Dividend Growers ETF 0.7 47 -7 6.3 -0.1
GSPY Gotham Enhanced 500 ETF 0.7 50 -10 5.5 -1.0
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 4.7 -1.8
TMFC Motley Fool 100 Index ETF 0.7 50 -10 3.7 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -16 12.3 +5.9
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 25 5.6 -0.9
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.5 -1.9
VONG Vanguard Russell 1000 Growth ETF 0.6 8 32 4.6 -1.8
STXG Strive 1000 Growth ETF 0.6 18 22 4.0 -2.4
JGRO JPMorgan Active Growth ETF 0.6 44 -4 3.6 -2.8
BOUT Innovator IBD Breakout Opportunities ETF 0.6 81 -41 3.1 -3.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 5 9.6 +3.1
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 8.5 +2.0
FEGE First Eagle Global Equity ETF 0.6 79 -39 7.2 +0.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.5 47 -7 9.8 +3.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 2 10.5 +4.0
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 -9 5.8 -0.7
TTAC FCF US Quality ETF 0.5 59 -19 6.2 -0.2
VIDI Vident International Equity Strategy ETF 0.5 61 -21 11.3 +4.8
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 1 5.8 -0.7
FDG American Century Focused Dynamic Growth ETF 0.5 45 -5 2.1 -4.3
TXS Texas Capital Texas Equity Index ETF 0.5 49 -9 5.8 -0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.5 +0.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 4.0 -2.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 12.3 +5.9
HEAL Global X HealthTech ETF 0.4 50 -10 -0.7 -7.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.4 65 -25 1.0 -5.4
IWC iShares Micro-Cap ETF 0.4 60 -20 -0.7 -7.1
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.6 -2.8
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 7.7 +1.2
DUHP Dimensional US High Profitability ETF 0.3 21 19 6.4 -0.0
COPY Tweedy, Browne Insider + Value ETF 0.3 80 -40 12.6 +6.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.5 +1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.6 -1.9
OEF iShares S&P 100 ETF 0.3 20 20 4.8 -1.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -16 6.4 -0.1
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 3.1 -3.4
TMAT Main Thematic Innovation ETF 0.2 164 -124 -1.5 -8.0
FINX Global X FinTech ETF 0.2 68 -28 2.5 -4.0
ISRA VanEck Israel ETF 0.2 59 -19 7.4 +0.9
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 2.0 -4.4
BPAY BlackRock Future Financial and Technology ETF 0.2 70 -30 7.3 +0.9
PAWZ ProShares Pet Care ETF 0.2 50 -10 3.7 -2.8
ABFL Abacus FCF Leaders ETF 0.1 59 -19 5.4 -1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 5.6 -0.9
ABLS Abacus FCF Small Cap Leaders ETF 0.1 59 -19 6.2 -0.3
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.3 -2.1
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 8.2 +1.7

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 11.7 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.5 %
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.