iShares U.S. Insurance ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 11.4x P/Sales
ratio		 1.3x
P/BV
ratio		 1.7x Div.
yield		 2.2%


  • 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) $460
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 58
Wgt avg mkt cap (mns) $58,405
Large cap (>$10bn) 90.3%
Mid cap ($2-10bn) 7.9%
Small cap (<$2bn) 1.8%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 14.0 %
CHUBB LIMITED 12.5 %
TRAVELERS COS INC/THE 7.0 %
ALLSTATE CORP 6.2 %
AFLAC INC 5.5 %
PRUDENTIAL FINANCIAL INC 4.6 %
METLIFE INC 4.4 %
HARTFORD FINANCIAL SVCS GRP 4.3 %
AMERICAN INTERNATIONAL GROUP 4.2 %
ARCH CAPITAL GROUP LTD 3.9 %
Total 66.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.3 %
SWITZERLAND 12.5 %
BERMUDA 5.3 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
9.5% 9.5% 17.2% 12.4% 7.1%

Market Correlations
versus... Beta R-squared
S&P500 0.52 28%
MSCI EAFE 0.68 33%
MSCI Emg. Mkts. 0.36 11%

Technical Indicators
Recent close $131.37
30d moving avg. $135.08
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 48
Turnover 1.4%
Bid/Ask (% of price) 0.10%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 612 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™: 6.7%


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 49.6 35 5 6.6 -0.1
KIE State Street SPDR S&P Insurance ETF 47.3 35 5 6.4 -0.3
FXO First Trust Financials AlphaDEX Fund 24.8 62 -22 7.3 +0.6
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.6 40 0 6.0 -0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 14.9 49 -9 5.7 -1.0
USCF Themes US Cash Flow Champions ETF 14.1 29 11 7.7 +1.0
IYF iShares U.S. Financials ETF 12.9 40 0 5.3 -1.4
LYLD Cambria Large Cap Shareholder Yield ETF 12.5 59 -19 8.5 +1.8
WTV WisdomTree US Value Fund of Benef Interest 12.3 12 28 7.6 +0.9
LGCF Themes US Cash Flow Champions ETF 11.8 30 10 7.4 +0.6
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 1 6.7 -0.1
RDVY First Trust Rising Dividend Achievers ETF 11.1 50 -10 5.2 -1.5
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -32 6.6 -0.1
AVIE Avantis  Inflation Focused Equity ETF 10.7 25 15 6.3 -0.5
FNCL Fidelity MSCI Financials Index ETF 10.4 8 32 5.7 -1.0
FTDS First Trust Dividend Strength ETF 10.3 70 -30 7.2 +0.5
VFH Vanguard Financials ETF 10.2 9 31 5.8 -1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 10.1 60 -20 8.9 +2.2
DFNL Davis Select Financial ETF 9.5 63 -23 6.6 -0.1
AVMV Avantis U.S. Mid Cap Value ETF 9.3 20 20 7.5 +0.8
XLF The Financial Select Sector SPDR Fund 9.0 8 32 5.4 -1.4
SPGP Invesco S&P 500 GARP ETF 9.0 34 6 5.7 -1.0
FTA First Trust Large Cap Value AlphaDEX Fund 9.0 59 -19 7.8 +1.0
GVLU Gotham 1000 Value ETF 9.0 50 -10 8.1 +1.4
PWV Invesco Large Cap Value ETF 8.6 55 -15 6.8 +0.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.6 30 10 6.9 +0.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.3 75 -35 6.3 -0.4
PKW Invesco Buyback Achievers ETF 8.0 62 -22 7.0 +0.2
MBOX Freedom Day Dividend ETF 7.8 39 1 6.7 -0.1
RNMC First Trust Mid Cap US Equity Select ETF 7.4 60 -20 5.9 -0.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.4 55 -15 9.1 +2.4
FSCS First Trust SMID Capital Strength ETF 7.3 60 -20 6.1 -0.7
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 9.0 +2.2
AVLV Avantis U.S. Large Cap Value ETF 7.3 15 25 6.6 -0.2
DVY iShares Select Dividend ETF 7.2 38 2 8.2 +1.5
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 7.2 60 -20 6.0 -0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.0 20 20 7.1 +0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.9 15 25 5.7 -1.0
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 1 8.4 +1.7
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 9.0 +2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 6.8 67 -27 8.7 +1.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 6.8 12 28 5.3 -1.4
VSDA VictoryShares Dividend Accelerator ETF 6.6 35 5 6.4 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.0 -1.8
KAT Scharf ETF 6.4 87 -47 4.6 -2.1
XMLV Invesco S&P MidCap Low Volatility ETF 6.3 25 15 6.7 -0.0
BRIF FIS Bright Portfolios Focused Equity ETF 6.3 65 -25 3.9 -2.8
EQRR ProShares Equities for Rising Rates ETF 6.2 35 5 6.7 -0.0
FVD First Trust Value Line Dividend Index Fund 6.2 65 -25 5.6 -1.1
CVY Invesco Zacks Multi-Asset Income ETF 6.2 106 -66 10.2 +3.5
IMCV iShares Morningstar Mid-Cap Value ETF 6.2 6 34 7.2 +0.5
VOE Vanguard Mid-Cap Value ETF 6.1 7 33 6.8 +0.1
DEUS Xtrackers Russell US Multifactor ETF 6.1 17 23 6.0 -0.8
SYLD Cambria Shareholder Yield ETF 6.1 59 -19 10.8 +4.1
USMV iShares MSCI USA Min Vol Factor ETF 5.9 15 25 5.0 -1.7
ABEQ Absolute Select Value ETF 5.9 85 -45 4.3 -2.5
PY Principal Value ETF 5.9 15 25 6.5 -0.2
DON WisdomTree U.S. MidCap Dividend Fund 5.9 38 2 8.1 +1.3
USMF WisdomTree U.S. Multifactor Fund 5.7 28 12 6.4 -0.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.6 20 20 5.4 -1.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.6 80 -40 6.7 -0.0
LEAD Siren DIVCON Leaders Dividend ETF 5.6 43 -3 3.6 -3.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.3 -0.5
AVMC Avantis U.S. Mid Cap Equity ETF 5.4 18 22 5.9 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.4 35 5 5.5 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.4 60 -20 5.5 -1.2
DFLV Dimensional US Large Cap Value ETF 5.2 22 18 6.5 -0.3
JOET Virtus Terranova US Quality Momentum ETF 5.2 29 11 4.2 -2.5
BGIG Bahl & Gaynor Income Growth ETF 5.2 45 -5 4.6 -2.1
PRXV Praxis Impact Large Cap Value ETF 5.2 36 4 5.8 -0.9
FNK First Trust Mid Cap Value AlphaDEX Fund 5.1 70 -30 9.2 +2.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 15 5.1 -1.6
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 15 5.1 -1.6
GKAT Scharf Global Opportunity ETF 5.1 57 -17 5.5 -1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 5.0 80 -40 5.7 -1.1
FEX First Trust Large Cap Core AlphaDEX Fund 4.9 59 -19 5.0 -1.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.9 40 0 6.6 -0.1
IXG iShares Global Financials ETF 4.9 42 -2 5.9 -0.8
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 5 6.2 -0.6
FBCV Fidelity Blue Chip Value ETF 4.8 59 -19 6.4 -0.3
ROE Astoria US Quality Kings ETF 4.8 49 -9 5.5 -1.2
VAMO Cambria Value & Momentum ETF 4.7 61 -21 5.4 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 4.6 22 18 5.1 -1.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.6 50 -10 7.6 +0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 1 10.7 +4.0
SMCF Themes US Small Cap Cash Flow Champions ETF 4.6 29 11 10.4 +3.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.6 70 -30 4.5 -2.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.5 60 -20 8.8 +2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -40 4.5 -2.3
AVUV Avantis U.S. Small Cap Value ETF 4.5 25 15 8.5 +1.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 10 3.9 -2.9
SDY State Street SPDR S&P Dividend ETF 4.4 35 5 6.0 -0.7
IJJ iShares S&P Mid-Cap 400 Value ETF 4.4 18 22 7.5 +0.8
BGDV Bahl & Gaynor Dividend ETF 4.4 45 -5 4.0 -2.8
VFVA Vanguard U.S. Value Factor ETF 4.4 13 27 9.3 +2.6
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 6.3 -0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.4 10 30 7.7 +1.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.4 35 5 6.8 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.6 -1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 7.7 +1.0
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 5 6.0 -0.8
STXV Strive 1000 Value ETF 4.3 18 22 7.1 +0.4
VFMF Vanguard U.S. Multifactor ETF 4.3 18 22 6.6 -0.1
FLRG Fidelity U.S. Multifactor ETF 4.3 15 25 6.0 -0.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.3 15 25 7.6 +0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.3 54 -14 6.6 -0.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 5 5.3 -1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 0 5.2 -1.5
RFV Invesco S&P Midcap 400 Pure Value ETF 4.2 35 5 11.6 +4.9
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 6.0 -0.7
EZM WisdomTree U.S. MidCap Fund 4.2 38 2 7.5 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.2 18 22 5.0 -1.7
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -15 5.4 -1.4
BIBL Inspire 100 ETF 4.1 35 5 4.3 -2.4
FSMD Fidelity Small-Mid Multifactor ETF 4.1 15 25 6.0 -0.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.1 65 -25 1.7 -5.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.1 25 15 5.4 -1.3
EQIN Columbia US Equity Income ETF 4.1 35 5 6.2 -0.6
AVSU Avantis Responsible U.S. Equity ETF 4.0 15 25 5.0 -1.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.0 25 15 6.8 +0.1
IWS iShares Russell Mid-Cap Value ETF 4.0 23 17 6.2 -0.5
EBI Longview Advantage ETF 4.0 35 5 5.7 -1.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.0 55 -15 4.2 -2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.0 38 2 5.6 -1.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 4.0 20 20 5.7 -1.0
DFAT Dimensional U.S. Targeted Value ETF 4.0 28 12 8.7 +2.0
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 -2 5.4 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.3 -0.4
DFUV Dimensional US Marketwide Value ETF 3.9 22 18 6.4 -0.4
ISCV iShares Morningstar Small Cap Value ETF 3.9 6 34 7.4 +0.7
FNX First Trust Mid Cap Core AlphaDEX Fund 3.8 60 -20 5.8 -0.9
SXQG ETC 6 Meridian Quality Growth ETF 3.8 100 -60 3.9 -2.8
XOEF iShares S&P 500 ex S&P 100 ETF 3.8 20 20 4.8 -2.0
VO Vanguard Mid-Cap ETF 3.8 4 36 5.3 -1.5
LST Leuthold Select Industries ETF 3.8 91 -51 4.8 -2.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.8 18 22 5.6 -1.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.7 15 25 5.2 -1.5
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 8.1 +1.4
PSCF Invesco S&P SmallCap Financials ETF 3.7 29 11 8.4 +1.7
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -20 4.7 -2.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 5 7.0 +0.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 2 7.0 +0.3
IMCB iShares Morningstar Mid-Cap ETF 3.7 4 36 5.5 -1.3
DIVY Sound Equity Dividend Income ETF 3.7 45 -5 9.0 +2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 9.5 +2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.6 35 5 6.2 -0.5
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 20 8.0 +1.2
ACSI American Customer Satisfaction ETF 3.6 65 -25 4.7 -2.0
GOP Unusual Whales Subversive Republican Trading ETF 3.6 50 -10 4.6 -2.1
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 1 7.6 +0.9
FDLO Fidelity Low Volatility Factor ETF 3.6 15 25 4.8 -1.9
NULV Nuveen ESG Large-Cap Value ETF 3.6 26 14 5.5 -1.2
NUDV Nuveen ESG Dividend ETF 3.6 26 14 6.6 -0.1
BELT iShares Long-Term U.S. Equity Active ETF 3.6 75 -35 2.3 -4.5
YLDE ClearBridge Dividend Strategy ESG ETF 3.6 60 -20 5.0 -1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.6 15 25 6.2 -0.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 3 5.3 -1.5
DIA SPDR Dow Jones Industrial Average ETF 3.5 16 24 4.6 -2.1
VYM Vanguard High Dividend Yield Index ETF 3.5 6 34 6.2 -0.5
JQUA JPMorgan U.S. Quality Factor ETF 3.5 12 28 5.1 -1.7
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -12 6.1 -0.7
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 5.9 -0.8
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 6.4 -0.3
ACWV iShares MSCI Global Min Vol Factor ETF 3.5 20 20 5.3 -1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.5 43 -3 5.1 -1.7
SGLC SGI U.S. Large Cap Core ETF 3.4 85 -45 3.3 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 22 4.5 -2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 31 5.4 -1.4
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 5.9 -0.9
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 22 5.9 -0.8
DIVN Horizon Dividend Income ETF 3.4 70 -30 6.7 -0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 4.9 -1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 3.4 12 28 6.1 -0.7
AFMC First Trust Active Factor Mid Cap ETF 3.3 65 -25 6.9 +0.2
VBR Vanguard Small Cap Value ETF 3.3 7 33 7.8 +1.0
KRMA Global X Conscious Companies ETF 3.3 43 -3 5.2 -1.5
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -10 4.6 -2.2
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 31 5.5 -1.3
SIZE iShares MSCI USA Size Factor ETF 3.3 15 25 5.4 -1.3
RNSC Furst Trust Small Cap US Equity Select ETF 3.2 60 -20 4.3 -2.4
HOMZ Hoya Capital Housing ETF 3.2 30 10 8.4 +1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.2 35 5 5.0 -1.7
FSGS First Trust SMID Growth Strength ETF 3.2 60 -20 4.3 -2.4
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -2 5.7 -1.1
IWR iShares Russell Midcap ETF 3.2 19 21 5.4 -1.4
AVUS Avantis U.S. Equity ETF 3.2 15 25 4.9 -1.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.1 15 25 6.9 +0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.1 60 -20 4.1 -2.7
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.9 -0.8
FMDE Fidelity Enhanced Mid Cap ETF 3.1 23 17 5.1 -1.6
DUSA Davis Select U.S. Equity ETF 3.1 61 -21 6.5 -0.2
DWLD Davis Select Worldwide ETF 3.1 63 -23 6.4 -0.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 3.0 15 25 5.0 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 3.0 24 16 6.0 -0.8
IJH iShares Core S&P Mid-Cap ETF 3.0 5 35 6.2 -0.6
VTV Vanguard Value ETF 3.0 4 36 6.0 -0.8
DFAS Dimensional U.S. Small Cap ETF 3.0 26 14 5.7 -1.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.0 12 28 6.4 -0.3
DXUV Dimensional US Vector Equity ETF 3.0 28 12 5.2 -1.5
WCEO Hypatia Women CEO ETF 3.0 85 -45 2.8 -3.9
BEEX BeeHive ETF 3.0 84 -44 3.6 -3.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 3.0 20 20 9.0 +2.2
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.6 -1.2
STXK Strive Small-Cap ETF 2.9 18 22 5.2 -1.5
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 36 5.9 -0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 58 -18 5.0 -1.7
NUSC Nuveen ESG Small-Cap ETF 2.9 31 9 4.5 -2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.9 7 33 6.2 -0.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.9 7 33 9.9 +3.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.9 3 37 6.2 -0.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 36 5.0 -1.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -40 6.1 -0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.8 7 33 6.8 +0.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.8 65 -25 3.0 -3.8
ABIG Argent Large Cap ETF 2.8 49 -9 4.1 -2.7
DHS WisdomTree U.S. High Dividend Fund 2.8 38 2 7.2 +0.5
ISCB iShares Morningstar Small-Cap ETF 2.8 4 36 5.0 -1.7
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.6 -2.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 33 4.9 -1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 28 5.7 -1.1
DFVX Dimensional US Large Cap Vector ETF 2.8 22 18 5.3 -1.4
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 9 6.0 -0.7
DFSV Dimensional US Small Cap Value ETF 2.7 31 9 9.1 +2.3
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.7 36 4 9.3 +2.6
SFYX SoFi Next 500 ETF 2.7 0 40 4.9 -1.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.7 24 16 7.2 +0.5
REVS Columbia Research Enhanced Value ETF 2.7 19 21 6.9 +0.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.7 15 25 5.2 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 22 6.9 +0.2
VONV Vanguard Russell 1000 Value ETF 2.7 7 33 5.7 -1.1
OPTZ Optimize Strategy Index ETF 2.7 50 -10 4.1 -2.6
MAGA Point Bridge America First ETF 2.7 72 -32 5.6 -1.2
IWD iShares Russell 1000 Value ETF 2.7 19 21 5.5 -1.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.7 60 -20 3.5 -3.2
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.6 -3.1
XMHQ Invesco S&P MidCap Quality ETF 2.7 25 15 5.5 -1.2
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 30 3.9 -2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 25 6.9 +0.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.7 12 28 7.0 +0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -20 5.2 -1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 36 5.0 -1.7
JHML John Hancock Multifactor Large Cap ETF 2.6 29 11 4.6 -2.1
MDLV Morgan Dempsey Large Cap Value ETF 2.6 58 -18 6.5 -0.3
QUVU Hartford Quality Value ETF 2.6 46 -6 6.6 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 16 6.4 -0.4
PRF Invesco FTSE RAFI US 1000 ETF 2.5 39 1 5.9 -0.9
JEPI JPMorgan Equity Premium Income ETF 2.5 35 5 4.9 -1.8
VIG Vanguard Dividend Appreciation ETF 2.5 5 35 4.9 -1.9
SCHD Schwab US Dividend Equity ETF 2.5 6 34 8.7 +2.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 5.1 -1.6
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.0 -1.8
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.6 -2.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 6.6 -0.2
APUE ActivePassive U.S. Equity ETF 2.5 45 -5 3.9 -2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.4 39 1 8.2 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 6.6 -0.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.4 78 -38 8.5 +1.8
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.8 -1.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.4 10 30 8.4 +1.7
SPHQ Invesco S&P 500 Quality ETF 2.4 15 25 4.6 -2.1
STXM Strive Mid-Cap ETF 2.4 18 22 5.4 -1.4
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 4.7 -2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 5.5 -1.2
EPS WisdomTree U.S. LargeCap Fund 2.4 8 32 5.0 -1.8
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 5 2.6 -4.1
PTL Inspire 500 ETF 2.4 9 31 4.6 -2.1
IUSV iShares Core S&P US Value ETF 2.4 4 36 5.7 -1.1
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -5 9.5 +2.8
SUSA iShares MSCI USA ESG Select ETF 2.3 25 15 3.9 -2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 15 4.7 -2.1
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 22 8.5 +1.8
VB Vanguard Small-Cap ETF 2.3 5 35 5.2 -1.5
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 13 7.9 +1.2
PRAY FIS Christian Stock Fund 2.3 69 -29 4.3 -2.5
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 5.3 -1.5
QDF FlexShares Quality Dividend Index Fund 2.3 37 3 5.4 -1.3
CGDV Capital Group Dividend Value ETF 2.3 33 7 4.0 -2.7
VXF Vanguard Extended Market ETF 2.3 5 35 3.9 -2.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.3 15 25 8.5 +1.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.3 29 11 6.0 -0.8
SCHV Schwab U.S. Large-Cap Value ETF 2.3 4 36 5.8 -0.9
SCHA Schwab U.S. Small-Cap ETF 2.3 4 36 4.8 -1.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.5 -1.2
IVE iShares S&P 500 Value ETF 2.2 18 22 5.4 -1.3
DCOR Dimensional US Core Equity 1 ETF 2.2 14 26 4.6 -2.1
IJR iShares Core S&P Small Cap ETF 2.2 6 34 6.6 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 11 6.1 -0.7
TOGA Tremblant Global ETF 2.2 69 -29 1.3 -5.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.2 10 30 3.7 -3.1
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -21 4.9 -1.8
GQI Natixis Gateway Quality Income ETF 2.2 34 6 4.1 -2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 4.2 -2.5
FDWM Fidelity Women's Leadership ETF 2.1 59 -19 4.2 -2.6
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 33 6.6 -0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 31 3.4 -3.3
TMFX Motley Fool Next Index ETF 2.1 50 -10 2.7 -4.1
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 4.1 -2.6
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -40 5.0 -1.8
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 6.3 -0.5
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 15 4.5 -2.2
FNDX Schwab Fundamental US Large Co. Index ETF 2.1 25 15 6.3 -0.4
DIVB iShares Core Dividend ETF 2.1 5 35 7.3 +0.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 37 6.6 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 5 6.4 -0.3
BFOR ALPS Barron's 400 ETF 2.1 65 -25 4.9 -1.9
DTD WisdomTree U.S. Total Dividend Fund 2.1 28 12 5.6 -1.2
IWX iShares Russell Top 200 Value ETF 2.1 20 20 5.2 -1.5
MGV Vanguard Mega Cap Value ETF 2.1 7 33 5.7 -1.1
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 15 6.3 -0.4
ROSC Hartford Multifactor Small Cap ETF 2.0 34 6 7.8 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.4 -1.3
LOWV AB US Low Volatility Equity ETF 2.0 48 -8 4.6 -2.1
DEMZ Democratic Large Cap Core ETF 2.0 45 -5 3.8 -3.0
JPEF JPMorgan Equity Focus ETF 2.0 50 -10 3.9 -2.9
TAX Cambria Tax Aware ETF 2.0 49 -9 5.0 -1.7
SPDV AAM S&P 500 High Dividend Value ETF 2.0 29 11 10.4 +3.7
INRO iShares U.S. Industry Rotation Active ETF 2.0 42 -2 3.9 -2.8
ILCV iShares Morningstar Value ETF 2.0 4 36 5.6 -1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.0 48 -8 5.1 -1.6
IUS Invesco RAFI Strategic US ETF 2.0 19 21 5.9 -0.8
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 8.6 +1.8
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 10 5.1 -1.6
PSET Principal Quality ETF 2.0 15 25 4.7 -2.1
OSCV Opus Small Cap Value ETF 1.9 79 -39 6.1 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.4 -2.3
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.0 -2.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.9 25 15 4.2 -2.6
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 8.8 +2.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 -31 -1.3 -8.0
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 4.8 -1.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.9 35 5 8.5 +1.8
XSHQ Invesco S&P SmallCap Quality ETF 1.9 29 11 6.6 -0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 31 4.6 -2.1
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 28 6.9 +0.1
CHGX AXS Change Finance ESG ETF 1.9 49 -9 4.4 -2.3
KBWD Invesco KBW High Dividend Yield Financial ETF 1.9 384 -344 12.6 +5.9
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -20 6.4 -0.3
VOOV Vanguard S&P 500 Value ETF 1.9 7 33 5.5 -1.2
FVAL Fidelity Value Factor ETF 1.9 15 25 5.9 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 3.8 -2.9
VLUE iShares MSCI USA Value Factor ETF 1.8 15 25 7.9 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.2 -2.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.8 73 -33 10.2 +3.4
FTCS First Trust Capital Strength ETF 1.8 55 -15 4.9 -1.9
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 4.3 -2.4
LCF Touchstone US Large Cap Focused ETF 1.8 69 -29 3.6 -3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 28 4.3 -2.4
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 5 4.5 -2.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.7 6 34 2.5 -4.3
FCPI Fidelity Stocks for Inflation ETF 1.7 15 25 6.9 +0.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.7 28 12 5.3 -1.5
BLCV iShares Large Cap Value Active ETF 1.7 53 -13 6.4 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 27 2.5 -4.3
HDUS Hartford Disciplined US Equity ETF 1.7 19 21 5.0 -1.8
LRGF iShares U.S. Equity Factor ETF 1.7 8 32 4.7 -2.0
FESM Fidelity Enhanced Small Cap ETF 1.7 28 12 2.7 -4.0
EES WisdomTree U.S. SmallCap Fund 1.7 38 2 7.5 +0.7
VEGN US Vegan Climate ETF 1.7 60 -20 3.8 -2.9
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 22 4.5 -2.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.6 18 22 4.6 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 2.7 -4.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 4.7 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 3.8 -2.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -16 5.7 -1.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 -20 8.3 +1.5
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.1 -2.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 7.7 +1.0
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 15 4.5 -2.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.6 35 5 4.9 -1.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.6 15 25 4.6 -2.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 23 4.7 -2.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 3.9 -2.9
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 4.6 -2.2
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 27 5.2 -1.5
AIEQ AI Powered Equity ETF 1.6 75 -35 4.0 -2.7
RGEF Rockefeller Global Equity ETF 1.6 55 -15 3.9 -2.8
RJDI RJ Eagle GCM Dividend Select Income ETF 1.6 55 -15 4.8 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 25 6.1 -0.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 30 4.9 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -35 3.3 -3.4
SMMD iShares Russell 2500 ETF 1.5 15 25 5.7 -1.0
DSI iShares MSCI KLD 400 Social ETF 1.5 25 15 4.1 -2.7
STOX Horizon Core Equity ETF 1.5 70 -30 3.6 -3.2
SFTY Horizon Managed Risk ETF 1.5 77 -37 3.5 -3.2
FNDA Schwab Fundamental US Small Co. Index ETF 1.5 25 15 6.6 -0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -35 4.9 -1.9
TOPC iShares S&P 500 3% Capped ETF 1.5 15 25 4.4 -2.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.5 19 21 4.8 -1.9
JAVA JPMorgan Active Value ETF 1.5 44 -4 5.5 -1.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.5 15 25 4.8 -2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.5 60 -20 5.1 -1.7
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -14 9.8 +3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.4 -2.3
JHDV John Hancock U.S. High Dividend ETF 1.5 34 6 5.9 -0.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -12 5.1 -1.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 5 6.4 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -20 3.3 -3.5
BLES Inspire Global Hope ETF 1.4 61 -21 6.0 -0.7
VTWV Vanguard Russell 2000 Value ETF 1.4 10 30 5.7 -1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.4 10 30 3.6 -3.1
IWM iShares Russell 2000 ETF 1.4 19 21 3.1 -3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 30 4.2 -2.6
IWN iShares Russell 2000 Value ETF 1.4 24 16 5.6 -1.1
DFUS Dimensional U.S. Equity ETF 1.4 9 31 4.1 -2.6
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 4.4 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 11 4.0 -2.7
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -9 4.7 -2.0
IWO iShares Russell 2000 Growth ETF 1.4 24 16 0.6 -6.1
RSSL Global X Russell 2000 ETF 1.4 8 32 3.1 -3.6
VTI Vanguard Total Stock Market ETF 1.4 3 37 4.2 -2.6
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -49 8.5 +1.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.4 10 30 4.7 -2.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.4 15 25 4.2 -2.6
SVAL iShares US Small Cap Value Factor ETF 1.4 20 20 7.7 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 4.1 -2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 26 4.2 -2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 31 4.0 -2.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.4 65 -25 7.1 +0.4
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.0 -4.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.2 -2.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.2 -2.6
IWV iShares Russell 3000 ETF 1.3 20 20 4.0 -2.7
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.3 -2.5
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.2 -2.6
IWB iShares Russell 1000 ETF 1.3 15 25 4.2 -2.6
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 22 4.5 -2.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.4 -2.3
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.3 -2.5
XVV iShares ESG Screened S&P 500 ETF 1.3 8 32 4.1 -2.6
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.1 -2.7
PBUS Invesco MSCI USA ETF 1.3 4 36 4.2 -2.5
PSC Principal U.S. Small-Cap ETF 1.3 38 2 5.8 -0.9
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.0 -1.7
RAUS RACWI US ETF 1.3 15 25 4.2 -2.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.3 12 28 6.6 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.3 -2.4
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 30 4.3 -2.5
SCHK Schwab 1000 Index ETF 1.3 5 35 4.3 -2.5
LQPE PEO AlphaQuest Thematic PE ETF 1.3 125 -85 6.1 -0.7
USSE Segall Bryant & Hamill Select Equity ETF 1.3 65 -25 3.3 -3.4
YOKE Yoke Core ETF 1.3 42 -2 4.0 -2.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.3 9 31 4.1 -2.6
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 4 4.3 -2.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.5 -2.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 33 4.2 -2.6
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.3 -2.5
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.4 -2.4
VV Vanguard Large-Cap ETF 1.3 4 36 4.2 -2.6
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 35 7.1 +0.4
CHRI Global X S&P 500 Christian Values ETF 1.3 29 11 3.9 -2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.3 -2.5
STRV Strive 500 ETF 1.2 5 35 4.1 -2.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 40 4.3 -2.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 20 4.0 -2.8
VOTE TCW Transform 500 ETF 1.2 5 35 4.2 -2.5
DGT State Street SPDR Global Dow ETF 1.2 50 -10 5.9 -0.8
VOO Vanguard S&P 500 ETF 1.2 3 37 4.3 -2.5
VTWO Vanguard Russell 2000 ETF 1.2 7 33 3.2 -3.5
GXLC Global X U.S. 500 ETF 1.2 2 38 4.1 -2.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 4.5 -2.2
SPY SPDR S&P 500 ETF 1.2 9 31 4.2 -2.6
IVV iShares Core S&P 500 ETF 1.2 3 37 4.2 -2.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 38 4.2 -2.5
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.3 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.3 -2.4
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 37 4.2 -2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 4.9 -1.9
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 15 7.6 +0.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -12 5.5 -1.2
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 3.5 -3.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.2 38 2 8.0 +1.3
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 6.4 -0.3
ITAN Sparkline Intangible Value ETF 1.2 50 -10 5.6 -1.2
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -19 3.6 -3.1
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.0 -2.8
DAK Dakota Active Equity ETF 1.2 43 -3 3.7 -3.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -39 4.8 -1.9
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -39 3.3 -3.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 10 4.0 -2.7
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -50 8.3 +1.5
UDI USCF Dividend Income Fund 1.1 65 -25 7.2 +0.4
VTWG Vanguard Russell 2000 Growth ETF 1.1 10 30 0.8 -6.0
RVRB Reverb ETF 1.1 30 10 4.0 -2.8
DIVL Madison Dividend Value ETF 1.1 65 -25 4.7 -2.0
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.2 -2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -55 -0.5 -7.2
THRO iShares U.S. Thematic Rotation Active ETF 1.0 90 -50 3.1 -3.7
SFY SoFi Select 500 ETF 1.0 0 40 3.8 -2.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 3.0 -3.7
GRPM Invesco S&P MidCap 400 GARP ETF 1.0 35 5 6.9 +0.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.0 35 5 4.3 -2.5
CSMD Congress SMid Growth ETF 1.0 69 -29 3.1 -3.6
SCDV Bahl & Gaynor Small Cap Dividend ETF 1.0 70 -30 4.0 -2.7
ACVF American Conservative Values ETF 1.0 75 -35 3.6 -3.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.0 6 34 3.6 -3.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.0 70 -30 1.6 -5.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.5 -2.2
VBK Vanguard Small-Cap Growth ETF 1.0 7 33 1.4 -5.3
STXD Strive 1000 Dividend Growth ETF 1.0 35 5 4.2 -2.5
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.0 -0.7
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 4.3 -2.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -24 0.9 -5.9
FQAL Fidelity Quality Factor ETF 1.0 15 25 4.8 -1.9
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.3 -2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 8 4.3 -2.4
URTH iShares MSCI World ETF 0.9 24 16 4.4 -2.3
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 3.8 -2.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 21 5.3 -1.4
FFND Future Fund Active ETF 0.9 100 -60 3.1 -3.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 10 7.0 +0.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 6.6 -0.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 -2.0
IWL iShares Russell Top 200 ETF 0.9 15 25 3.9 -2.9
VALQ American Century U.S. Quality Value ETF 0.9 29 11 6.7 -0.1
WBIY WBI Power Factor High Dividend ETF 0.8 100 -60 12.2 +5.4
MVPA Miller Value Partners Appreciation ETF 0.8 60 -20 7.8 +1.0
VT Vanguard Total World Stock ETF 0.8 6 34 5.1 -1.7
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 5.0 -1.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.9 +0.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 5 8.3 +1.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.8 12 28 3.4 -3.4
KONG Formidable Fortress ETF 0.8 89 -49 5.0 -1.8
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.7 -2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -20 3.3 -3.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.8 20 20 4.6 -2.2
MGC Vanguard Mega Cap ETF 0.8 7 33 4.0 -2.8
FDG American Century Focused Dynamic Growth ETF 0.8 45 -5 1.6 -5.1
GEW Cambria Global EW ETF 0.8 29 11 5.3 -1.4
ETHO Etho Climate Leadership U.S. ETF 0.7 47 -7 4.7 -2.1
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -9 4.0 -2.8
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -68 3.9 -2.8
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 7.5 +0.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 10 5.6 -1.1
VOOG Vanguard S&P 500 Growth ETF 0.7 7 33 3.3 -3.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 8.0 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 25 6.1 -0.7
ALIL Argent Focused Small Cap ETF 0.6 74 -34 5.5 -1.3
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 5 3.7 -3.1
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 -8 3.8 -2.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.6 56 -16 10.0 +3.3
CGUS Capital Group Core Equity ETF 0.6 33 7 3.8 -3.0
DUHP Dimensional US High Profitability ETF 0.6 21 19 5.0 -1.8
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 1.4 -5.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.6 60 -20 4.5 -2.3
TMFC Motley Fool 100 Index ETF 0.6 50 -10 2.9 -3.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -7.6
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -15 3.4 -3.4
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.9 -7.7
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.5 +0.8
ISRA VanEck Israel ETF 0.6 59 -19 5.7 -1.1
FINX Global X FinTech ETF 0.6 68 -28 2.6 -4.1
ITEQ BlueStar Israel Technology ETF 0.6 75 -35 1.3 -5.5
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -36 4.0 -2.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 3.1 -3.6
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.9 -0.9
GSPY Gotham Enhanced 500 ETF 0.5 50 -10 4.4 -2.3
DURA VanEck Durable High Dividend ETF 0.5 29 11 6.6 -0.1
ABLS Abacus FCF Small Cap Leaders ETF 0.5 59 -19 5.2 -1.5
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.4 -3.4
OEI Optimized Equity Income ETF 0.5 75 -35 3.2 -3.5
TTAC FCF US Quality ETF 0.5 59 -19 5.0 -1.8
FFTY Innovator IBD 50 ETF 0.5 80 -40 -1.8 -8.5
VIDI Vident International Equity Strategy ETF 0.5 61 -21 9.2 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -35 2.8 -3.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 4.1 -2.6
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 17 2.6 -4.2
DGRW WisdomTree US Quality Dividend Growth Fund 0.5 28 12 4.8 -1.9
AVUQ Avantis U.S. Quality ETF 0.5 15 25 3.5 -3.2
PINK Simplify Health Care ETF 0.4 50 -10 0.7 -6.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.4 65 -25 0.6 -6.1
HEAL Global X HealthTech ETF 0.4 50 -10 -1.5 -8.3
RVER Trenchless Fund ETF 0.4 65 -25 2.3 -4.4
TXS Texas Capital Texas Equity Index ETF 0.4 49 -9 5.2 -1.6
ILCG iShares Morningstar Growth ETF 0.4 4 36 3.0 -3.7
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 5.3 -1.5
FFOX FundX Future Fund Opportunities ETF 0.4 100 -60 2.7 -4.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 6.4 -0.3
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 3.4 -3.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.0 -3.8
GINX SGI Enhanced Global Income ETF 0.3 98 -58 7.0 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.3 59 -19 1.6 -5.2
FEGE First Eagle Global Equity ETF 0.3 79 -39 5.6 -1.2
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.3 -8.0
TEXN iShares Texas Equity ETF 0.3 20 20 5.5 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 25 4.5 -2.2
IVW iShares S&P 500 Growth ETF 0.3 18 22 3.2 -3.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 36 3.3 -3.5
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.1 -3.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.8 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -2 4.7 -2.0
CGGR Capital Group Growth ETF 0.3 39 1 2.7 -4.0
STXG Strive 1000 Growth ETF 0.2 18 22 3.1 -3.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.2 60 -20 6.9 +0.2
ICAP InfraCap Equity Income Fund ETF 0.2 171 -131 3.7 -3.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 8.6 +1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 0.2 60 -20 4.2 -2.5
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -40 10.2 +3.5
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 3.5 -3.3
OEF iShares S&P 100 ETF 0.2 20 20 3.8 -2.9
JGRO JPMorgan Active Growth ETF 0.2 44 -4 2.9 -3.9
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 25 2.7 -4.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 20 2.6 -4.2
QGRO American Century U.S. Quality Growth ETF 0.2 29 11 3.1 -3.7
ARB AltShares Merger Arbitrage ETF 0.1 77 -37 3.7 -3.0
HDV iShares Core High Dividend ETF 0.1 8 32 6.3 -0.4
PAWZ ProShares Pet Care ETF 0.1 50 -10 3.5 -3.2
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 0.8 -5.9
NIXT Research Affiliates Deletions ETF 0.1 9 31 7.4 +0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 28 3.7 -3.1
IWF iShares Russell 1000 Growth ETF 0.1 19 21 3.2 -3.5
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.5 -3.2
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 3.3 -3.4

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

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 11.9 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.73 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.