iShares U.S. Insurance ETF
ALTAR
Score™		 6.2% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 13.1x P/Sales
ratio		 1.5x
P/BV
ratio		 1.9x Div.
yield		 1.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Insurance ETF seeks to track the investment results of an index composed of U.S. equities in the insurance sector.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $756
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 53
Wgt avg mkt cap (mns) $63,411
Large cap (>$10bn) 90.0%
Mid cap ($2-10bn) 8.3%
Small cap (<$2bn) 1.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROGRESSIVE CORP 16.2 %
CHUBB LIMITED 11.7 %
TRAVELERS COS INC/THE 6.3 %
AFLAC INC 5.9 %
ALLSTATE CORP 5.3 %
METLIFE INC 4.7 %
PRUDENTIAL FINANCIAL INC 4.6 %
AMERICAN INTERNATIONAL GROUP 4.5 %
ARCH CAPITAL GROUP LTD 4.1 %
HARTFORD FINANCIAL SVCS GRP 3.8 %
Total 67.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 82.6 %
SWITZERLAND 11.5 %
BERMUDA 5.6 %








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.
27.5% 27.5% 14.4% 11.8% 7.2%

Market Correlations
versus... Beta R-squared
S&P500 0.61 35%
MSCI EAFE 0.61 34%
MSCI Emg. Mkts. 0.27 6%

Technical Indicators
Recent close $128.11
30d moving avg. $131.01
Annualized volatility 18.4%
Short interest (ETF) 0.9%
Short interest (Underlying) 1.5%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 68
Turnover 1.2%
Bid/Ask (% of price) 0.12%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 596 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™: 6.2%


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 51.1 35 5 6.2 +0.0
KIE SPDR S&P Insurance ETF 48.6 35 5 6.0 -0.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 23.2 40 0 6.2 -0.0
FXO First Trust Financials AlphaDEX Fund 20.5 62 -22 7.5 +1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 15.0 60 -20 9.2 +3.0
USCF Themes US Cash Flow Champions ETF 14.8 29 11 7.8 +1.6
IYF iShares U.S. Financials ETF 14.6 40 0 5.4 -0.8
SPVM Invesco S&P 500 Value with Momentum ETF 14.1 39 1 7.7 +1.5
LYLD Cambria Large Cap Shareholder Yield ETF 13.5 59 -19 9.3 +3.1
SHRY First Trust Bloomberg Shareholder Yield ETF 12.0 60 -20 7.2 +1.0
PFI Invesco Dorsey Wright Financial Momentum ETF 11.5 60 -20 5.3 -0.9
WTV WisdomTree US Value Fund of Benef Interest 11.3 12 28 9.2 +3.0
VFH Vanguard Financials ETF 11.3 10 30 5.7 -0.5
FNCL Fidelity MSCI Financials Index ETF 11.2 8 32 5.6 -0.6
XLF Financial Select Sector SPDR Fund 10.3 9 31 5.3 -0.9
EQRR ProShares Equities for Rising Rates ETF 10.1 35 5 8.0 +1.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 10.0 60 -20 4.0 -2.2
SPVU Invesco S&P 500 Enhanced Value ETF 9.6 13 27 9.8 +3.6
DFNL Davis Select Financial ETF 9.5 63 -23 6.7 +0.5
VSDA VictoryShares Dividend Accelerator ETF 9.4 35 5 7.3 +1.1
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 9.3 75 -35 4.7 -1.5
IPDP Dividend Performers ETF 8.8 122 -82 4.8 -1.4
GVLU Gotham 1000 Value ETF 8.7 50 -10 7.9 +1.7
SIXL ETC 6 Meridian Low Beta Equity ETF 8.5 80 -40 5.8 -0.4
MBOX Freedom Day Dividend ETF 8.2 39 1 7.7 +1.5
PKW Invesco Buyback Achievers ETF 8.2 62 -22 6.6 +0.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.2 75 -35 6.8 +0.6
FTDS First Trust Dividend Strength ETF 8.1 70 -30 8.5 +2.3
BFIIX Baron FinTech 8.0 75 -35 3.3 -2.9
DFND Siren DIVCON Dividend Defender ETF 7.8 189 -149 0.0 -6.2
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.7 12 28 5.5 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 7.5 6 34 7.8 +1.6
JOET Virtus Terranova US Quality Momentum ETF 7.4 29 11 4.5 -1.7
PWV Invesco Large Cap Value ETF 7.2 55 -15 7.3 +1.1
DVY iShares Select Dividend ETF 7.2 38 2 8.4 +2.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 7.1 15 25 6.6 +0.4
XMLV Invesco S&P MidCap Low Volatility ETF 7.1 25 15 6.9 +0.8
AVLV Avantis U.S. Large Cap Value ETF 7.0 15 25 7.1 +0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.9 20 20 5.2 -1.0
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 11.9 +5.7
XMVM Invesco S&P MidCap Value with Momentum ETF 6.8 39 1 8.7 +2.5
USMV iShares MSCI USA Min Vol Factor ETF 6.6 15 25 5.7 -0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.6 35 5 6.0 -0.2
PY Principal Value ETF 6.6 15 25 7.0 +0.8
VOE Vanguard Mid-Cap Value ETF 6.4 7 33 7.2 +1.0
IXG iShares Global Financials ETF 6.2 42 -2 6.0 -0.2
FSCS First Trust SMID Capital Strength ETF 6.2 60 -20 6.1 -0.1
FTA First Trust Large Cap Value AlphaDEX Fund 6.1 59 -19 8.5 +2.3
RNMC First Trust Mid Cap US Equity Select ETF 6.1 60 -20 6.2 +0.0
LEAD Siren DIVCON Leaders Dividend ETF 6.1 43 -3 4.7 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.1 60 -20 6.2 +0.0
DON WisdomTree U.S. MidCap Dividend Fund 6.0 38 2 8.2 +2.0
FOVL iShares Focused Value Factor ETF 6.0 25 15 8.5 +2.3
RDVY First Trust Rising Dividend Achievers ETF 6.0 50 -10 9.4 +3.2
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.4 +2.3
VAMO Cambria Value & Momentum ETF 5.8 61 -21 6.0 -0.2
FTCS First Trust Capital Strength ETF 5.7 55 -15 6.0 -0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.6 65 -25 5.2 -1.0
ABEQ Absolute Select Value ETF 5.6 85 -45 4.3 -1.9
FTGS First Trust Growth Strength ETF 5.5 60 -20 5.7 -0.5
CZA Invesco Zacks Mid-Cap ETF 5.5 72 -32 5.8 -0.4
SPMV Invesco S&P 500 Minimum Variance ETF 5.5 10 30 5.6 -0.6
DEUS Xtrackers Russell US Multifactor ETF 5.5 17 23 7.0 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.5 80 -40 6.1 -0.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 5.5 30 10 7.8 +1.6
USMF WisdomTree U.S. Multifactor Fund 5.5 28 12 6.6 +0.4
SPGP Invesco S&P 500 GARP ETF 5.4 34 6 8.4 +2.2
SYLD Cambria Shareholder Yield ETF 5.4 59 -19 10.9 +4.7
VFVA Vanguard U.S. Value Factor ETF 5.4 13 27 9.8 +3.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.3 30 10 4.6 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 5.3 60 -20 4.9 -1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.2 20 20 6.8 +0.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.2 50 -10 8.1 +1.9
DFLV Dimensional US Large Cap Value ETF 5.2 22 18 7.6 +1.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 5.1 40 0 6.6 +0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.1 55 -15 4.4 -1.8
RJMG FT Raymond James Multicap Growth Equity ETF 5.1 85 -45 2.2 -4.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 5.0 15 25 7.1 +0.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 5.0 60 -20 6.0 -0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.0 60 -20 5.6 -0.6
QUVU Hartford Quality Value ETF 4.9 46 -6 6.6 +0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.9 20 20 7.8 +1.6
TMDV ProShares Russell US Dividend Growers ETF 4.9 35 5 6.5 +0.3
IJJ iShares S&P Mid-Cap 400 Value ETF 4.8 18 22 7.8 +1.6
IWS iShares Russell Mid-Cap Value ETF 4.8 23 17 6.4 +0.2
FEX First Trust Large Cap Core AlphaDEX Fund 4.8 59 -19 5.7 -0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 4.8 15 25 7.8 +1.6
ROE Astoria US Quality Kings ETF 4.8 49 -9 7.3 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 67 -27 8.7 +2.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.7 15 25 8.5 +2.3
QLV FlexShares US Quality Low Volatility Index Fund 4.7 22 18 5.8 -0.4
ACWV iShares MSCI Global Min Vol Factor ETF 4.7 20 20 6.2 +0.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.6 35 5 6.3 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 1 9.4 +3.2
FBCV Fidelity Blue Chip Value ETF 4.6 59 -19 7.4 +1.2
CWS AdvisorShares Focused Equity ETF 4.5 84 -44 4.8 -1.4
NUDV Nuveen ESG Dividend ETF 4.4 26 14 7.5 +1.3
IMCB iShares Morningstar Mid-Cap ETF 4.4 4 36 5.7 -0.5
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 6.5 +0.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.4 54 -14 6.5 +0.3
STXV Strive 1000 Value ETF 4.4 18 22 7.8 +1.6
SDY SPDR S&P Dividend ETF 4.4 35 5 6.3 +0.1
ROUS Hartford Multifactor US Equity ETF 4.4 19 21 7.2 +1.0
BIBL Inspire 100 ETF 4.4 35 5 5.3 -0.8
EZM WisdomTree U.S. MidCap Fund 4.4 38 2 8.4 +2.2
NUMV Nuveen ESG Mid-Cap Value ETF 4.4 31 9 6.7 +0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 4.3 20 20 6.6 +0.5
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 5 5.7 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 0 5.7 -0.5
FSMD Fidelity Small-Mid Multifactor ETF 4.3 15 25 6.4 +0.3
DFAT Dimensional U.S. Targeted Value ETF 4.3 28 12 7.9 +1.7
FUNL CornerCap Fundametrics Large-Cap ETF 4.3 50 -10 7.1 +0.9
VYM Vanguard High Dividend Yield Index ETF 4.2 6 34 6.8 +0.6
VFMO Vanguard U.S. Momentum Factor ETF 4.2 13 27 2.6 -3.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.2 35 5 7.6 +1.4
SPMO Invesco S&P 500 Momentum ETF 4.2 13 27 3.8 -2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 4.2 70 -30 10.1 +3.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.2 38 2 7.6 +1.4
BARAX Baron Asset Retail 4.1 75 -35 3.6 -2.6
BFGFX Baron Focused Growth Retail 4.1 75 -35 2.9 -3.3
BPTRX Baron Partners Retail 4.1 75 -35 2.8 -3.4
AVSU Avantis Responsible U.S. Equity ETF 4.1 15 25 6.2 -0.0
DFUV Dimensional US Marketwide Value ETF 4.1 22 18 7.3 +1.1
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 17 5.5 -0.7
HOMZ Hoya Capital Housing ETF 4.0 30 10 7.7 +1.5
ZECP Zacks Earnings Consistent Portfolio ETF 4.0 55 -15 4.7 -1.5
RFV Invesco S&P Midcap 400 Pure Value ETF 4.0 35 5 11.8 +5.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.9 25 15 7.2 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.9 15 25 6.8 +0.6
BGDV Bahl & Gaynor Dividend ETF 3.9 45 -5 4.7 -1.5
NULV Nuveen ESG Large-Cap Value ETF 3.9 26 14 6.4 +0.2
FDIV MarketDesk Focused U.S. Dividend ETF 3.8 35 5 10.4 +4.2
YALL God Bless America ETF 3.8 65 -25 3.4 -2.8
DFSU Dimensional US Sustainability Core 1 ETF 3.8 18 22 5.5 -0.7
AFMC First Trust Active Factor Mid Cap ETF 3.8 65 -25 6.8 +0.6
DIVG Invesco S&P 500 High Dividend Growers ETF 3.8 39 1 7.7 +1.6
XJH iShares ESG Screened S&P Mid-Cap ETF 3.7 12 28 6.4 +0.2
EVUS iShares ESG Aware MSCI USA Value ETF 3.7 18 22 6.5 +0.3
SMAP Amplify Small-Mid Cap Equity ETF 3.7 60 -20 5.0 -1.2
FDLO Fidelity Low Volatility Factor ETF 3.7 15 25 5.4 -0.8
CGDV Capital Group Dividend Value ETF 3.7 33 7 5.2 -1.0
IWR iShares Russell Midcap ETF 3.7 19 21 5.5 -0.7
VBR Vanguard Small Cap Value ETF 3.7 7 33 8.0 +1.8
JHMM John Hancock Multifactor Mid Cap ETF 3.7 42 -2 6.1 -0.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 15 5.8 -0.4
MAGA Point Bridge America First ETF 3.6 72 -32 6.1 -0.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.6 56 -16 1.3 -4.9
RWK Invesco S&P MidCap 400 Revenue ETF 3.6 39 1 7.7 +1.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 11 6.6 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.6 38 2 5.8 -0.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.6 15 25 6.6 +0.4
PDP Invesco Dorsey Wright Momentum ETF 3.6 62 -22 3.3 -2.9
BFOR ALPS Barron's 400 ETF 3.6 65 -25 5.8 -0.4
RSP Invesco S&P 500 Equal Weight ETF 3.5 20 20 6.5 +0.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -25 4.5 -1.7
JQUA JPMorgan U.S. Quality Factor ETF 3.5 12 28 6.0 -0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.5 16 24 5.3 -0.9
ISCV iShares Morningstar Small Cap Value ETF 3.5 6 34 8.0 +1.8
VO Vanguard Mid-Cap ETF 3.5 4 36 5.4 -0.8
IJH iShares Core S&P Mid-Cap ETF 3.5 5 35 6.4 +0.2
VLU SPDR S&P 1500 Value Tilt ETF 3.4 12 28 6.7 +0.5
GDIV Harbor Dividend Growth Leaders ETF 3.4 50 -10 5.4 -0.8
PSCF Invesco S&P SmallCap Financials ETF 3.4 29 11 8.7 +2.6
AFLG First Trust Active Factor Large Cap ETF 3.4 55 -15 6.2 -0.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.4 15 25 7.1 +1.0
SXQG ETC 6 Meridian Quality Growth ETF 3.4 100 -60 4.8 -1.4
KRMA Global X Conscious Companies ETF 3.4 43 -3 5.8 -0.4
EDOW First Trust Dow 30 Equal Weight ETF 3.4 50 -10 5.2 -1.0
QUS SPDR MSCI USA StrategicFactors ETF 3.4 15 25 5.8 -0.4
HAPY Harbor Human Capital Factor Unconstrained ETF 3.4 50 -10 4.4 -1.8
AVUS Avantis U.S. Equity ETF 3.4 15 25 5.7 -0.5
SYUS Syntax Stratified US Total Market ETF 3.4 36 4 6.8 +0.6
VTV Vanguard Value ETF 3.4 4 36 6.7 +0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 3.4 10 30 6.4 +0.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 5.4 -0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.3 3 37 6.5 +0.3
MDY SPDR S&P Midcap 400 ETF Trust 3.3 24 16 6.2 +0.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 3.3 7 33 7.6 +1.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.3 58 -18 5.3 -0.9
SSPY Syntax Stratified LargeCap ETF 3.3 30 10 6.7 +0.5
EUSA iShares MSCI USA Equal Weighted ETF 3.3 9 31 6.1 -0.1
CVY Invesco Zacks Multi-Asset Income ETF 3.3 106 -66 8.9 +2.7
RWL Invesco S&P 500 Revenue ETF 3.3 39 1 7.1 +0.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.3 15 25 5.9 -0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.3 9 31 6.0 -0.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.2 65 -25 6.4 +0.2
SIZE iShares MSCI USA Size Factor ETF 3.2 15 25 6.1 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.2 29 11 6.6 +0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 3.2 7 33 5.7 -0.5
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 5 1.6 -4.6
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 1 6.9 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.2 24 16 7.8 +1.6
DIVB iShares Core Dividend ETF 3.2 5 35 7.6 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -19 2.6 -3.6
VFMV Vanguard U.S. Minimum Volatility ETF 3.2 13 27 5.7 -0.5
DIVS SmartETFs Dividend Builder ETF 3.2 65 -25 5.0 -1.2
XMHQ Invesco S&P MidCap Quality ETF 3.2 25 15 6.4 +0.2
XMMO Invesco S&P MidCap Momentum ETF 3.1 34 6 5.8 -0.4
BGIG Bahl & Gaynor Income Growth ETF 3.1 45 -5 5.0 -1.2
AVUV Avantis U.S. Small Cap Value ETF 3.1 25 15 8.7 +2.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.1 25 15 5.3 -0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.1 4 36 5.8 -0.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.1 60 -20 9.6 +3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.1 18 22 7.7 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.1 37 3 6.1 -0.1
SCHM Schwab U.S. Mid-Cap ETF 3.1 4 36 6.0 -0.2
SPLV Invesco S&P 500 Low Volatility ETF 3.1 25 15 5.2 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 -20 7.0 +0.8
MDLV Morgan Dempsey Large Cap Value ETF 3.1 58 -18 8.1 +1.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.1 18 22 5.6 -0.6
ACSI American Customer Satisfaction ETF 3.1 65 -25 4.5 -1.7
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.5 -0.7
JHDV John Hancock U.S. High Dividend ETF 3.0 34 6 6.8 +0.6
PTL Inspire 500 ETF 3.0 9 31 5.7 -0.5
ESIX SPDR S&P SmallCap 600 ESG ETF 3.0 12 28 7.5 +1.3
SFYX SoFi Next 500 ETF 3.0 0 40 4.8 -1.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 3.0 30 10 6.3 +0.1
VOOV Vanguard S&P 500 Value ETF 2.9 10 30 6.6 +0.4
FLRG Fidelity U.S. Multifactor ETF 2.9 15 25 7.9 +1.7
KRUZ Unusual Whales Subversive Republican Trading ETF 2.9 75 -35 5.7 -0.5
DFAS Dimensional U.S. Small Cap ETF 2.9 26 14 5.7 -0.5
DFVX Dimensional US Large Cap Vector ETF 2.9 22 18 6.2 -0.0
VEGN US Vegan Climate ETF 2.9 60 -20 4.4 -1.8
JMOM JPMorgan U.S. Momentum Factor ETF 2.9 12 28 4.4 -1.8
VONV Vanguard Russell 1000 Value ETF 2.8 8 32 6.4 +0.2
STXK Strive Small-Cap ETF 2.8 18 22 5.2 -1.0
IWD iShares Russell 1000 Value ETF 2.8 19 21 6.3 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 28 6.3 +0.1
FVD First Trust Value Line Dividend Index Fund 2.8 65 -25 6.5 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 2.8 25 15 7.1 +0.9
VIG Vanguard Dividend Appreciation ETF 2.8 6 34 5.7 -0.5
SMCF Themes US Small Cap Cash Flow Champions ETF 2.8 29 11 10.7 +4.6
VFQY Vanguard U.S. Quality Factor ETF 2.8 13 27 6.4 +0.2
BIGFX Baron International Growth Retail 2.8 75 -35 3.2 -3.0
ISCB iShares Morningstar Small-Cap ETF 2.8 4 36 5.2 -1.0
FDWM Fidelity Women's Leadership ETF 2.8 59 -19 4.6 -1.6
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 30 5.1 -1.1
TPSC Timothy Plan US Small Cap Core ETF 2.8 52 -12 6.5 +0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.8 35 5 6.1 -0.0
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 25 4.0 -2.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 2.0 -4.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.8 42 -2 6.1 -0.1
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.7 78 -38 8.9 +2.7
FNDB Schwab Fundamental US Broad Market Index ETF 2.7 25 15 7.0 +0.8
FELV Fidelity Enhanced Large Cap Value ETF 2.7 18 22 6.5 +0.3
PWB Invesco Large Cap Growth ETF 2.7 56 -16 3.0 -3.2
GRNY Fundstrat Granny Shots US Large Cap ETF 2.7 75 -35 3.4 -2.8
DHS WisdomTree U.S. High Dividend Fund 2.7 38 2 7.9 +1.7
JHSC John Hancock Multifactor Small Cap ETF 2.7 42 -2 6.3 +0.1
PFM Invesco Dividend Achievers ETF 2.7 53 -13 5.4 -0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.7 24 16 6.9 +0.7
DUSA Davis Select U.S. Equity ETF 2.7 61 -21 7.6 +1.4
DWLD Davis Select Worldwide ETF 2.7 63 -23 7.0 +0.8
JEPI JPMorgan Equity Premium Income ETF 2.7 35 5 5.4 -0.8
OPTZ Optimize Strategy Index ETF 2.7 50 -10 3.1 -3.1
INRO iShares U.S. Industry Rotation Active ETF 2.6 42 -2 4.4 -1.8
JHML John Hancock Multifactor Large Cap ETF 2.6 29 11 5.4 -0.8
EPS WisdomTree U.S. LargeCap Fund 2.6 8 32 5.6 -0.6
RNSC Furst Trust Small Cap US Equity Select ETF 2.6 60 -20 5.2 -1.0
GINX SGI Enhanced Global Income ETF 2.6 98 -58 7.5 +1.3
SCHV Schwab U.S. Large-Cap Value ETF 2.6 4 36 6.5 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 2.6 17 23 5.4 -0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.6 15 25 7.3 +1.1
STXM Strive Mid-Cap ETF 2.6 18 22 6.1 -0.1
MGV Vanguard Mega Cap Value ETF 2.6 7 33 6.5 +0.3
DFSV Dimensional US Small Cap Value ETF 2.5 31 9 8.7 +2.5
BLCV iShares Large Cap Value Active ETF 2.5 53 -13 8.1 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.5 17 23 4.9 -1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 2.5 15 25 4.7 -1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.5 10 30 4.3 -1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.5 15 25 7.5 +1.4
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 2.5 35 5 4.4 -1.8
QDF FlexShares Quality Dividend Index Fund 2.5 37 3 6.2 -0.0
SPHQ Invesco S&P 500 Quality ETF 2.5 15 25 5.6 -0.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.5 10 30 4.4 -1.8
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.8 -0.4
VB Vanguard Small-Cap ETF 2.5 5 35 5.0 -1.2
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.4 +0.2
ONEY SPDR Russell 1000 Yield Focus ETF 2.4 20 20 9.5 +3.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 7.7 +1.5
DCOR Dimensional US Core Equity 1 ETF 2.4 14 26 5.3 -0.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.4 12 28 6.5 +0.3
NUSC Nuveen ESG Small-Cap ETF 2.4 31 9 5.2 -1.0
AVSC Avantis U.S Small Cap Equity ETF 2.4 25 15 4.9 -1.3
DTD WisdomTree U.S. Total Dividend Fund 2.4 28 12 6.1 -0.1
SCHA Schwab U.S. Small-Cap ETF 2.3 4 36 4.6 -1.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.3 39 1 5.4 -0.8
QWLD SPDR MSCI World StrategicFactors ETF 2.3 30 10 6.2 -0.0
APUE ActivePassive U.S. Equity ETF 2.3 45 -5 4.7 -1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 15 5.3 -0.9
OSCV Opus Small Cap Value ETF 2.3 79 -39 6.1 -0.1
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 22 8.5 +2.3
SLYV SPDR S&P 600 Small Cap Value ETF 2.2 15 25 8.6 +2.4
FQAL Fidelity Quality Factor ETF 2.2 15 25 5.9 -0.3
VXF Vanguard Extended Market ETF 2.2 6 34 3.5 -2.7
EQAL Invesco Russell 1000 Equal Weight ETF 2.2 20 20 6.8 +0.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.2 70 -30 4.9 -1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 2.2 4 36 5.3 -0.9
ILCV iShares Morningstar Value ETF 2.2 4 36 6.4 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.7 -1.5
IJR iShares Core S&P Small Cap ETF 2.2 6 34 6.8 +0.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.4 -0.8
IUSV iShares Core S&P US Value ETF 2.2 4 36 6.4 +0.2
QGRO American Century U.S. Quality Growth ETF 2.2 29 11 3.6 -2.6
HKND Humankind US Stock ETF 2.2 11 29 7.5 +1.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 10 30 6.7 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.1 60 -20 8.7 +2.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 34 2.2 -4.0
GLRY Inspire Faithward Mid Cap Momentum ETF 2.1 80 -40 6.1 -0.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 37 6.8 +0.6
HDUS Hartford Disciplined US Equity ETF 2.1 19 21 5.8 -0.4
OCFS Otter Creek Focus Strategy ETF 2.1 85 -45 4.8 -1.4
BDAIX Baron Durable Advantage 2.1 75 -35 3.6 -2.6
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1 45 -5 9.4 +3.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.1 12 28 4.7 -1.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.1 52 -12 6.9 +0.7
INEQ Columbia International Equity Income ETF 2.1 45 -5 6.7 +0.5
EQWL Invesco S&P 100 Equal Weight ETF 2.1 25 15 6.5 +0.3
WCEO Hypatia Women CEO ETF 2.1 85 -45 4.6 -1.6
SUSA iShares MSCI USA ESG Select ETF 2.1 25 15 5.1 -1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 23 5.1 -1.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.3 -0.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.0 39 1 7.8 +1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 5 5.1 -1.1
TOGA Tremblant Global ETF 2.0 69 -29 1.8 -4.4
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 9.0 +2.8
RGEF Rockefeller Global Equity ETF 2.0 55 -15 4.6 -1.6
IUS Invesco RAFI Strategic US ETF 2.0 19 21 6.9 +0.7
AUSF Global X Adaptive U.S. Factor ETF 2.0 27 13 9.1 +3.0
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -21 4.7 -1.5
IVE iShares S&P 500 Value ETF 2.0 18 22 6.1 -0.0
DIVY Sound Equity Dividend Income ETF 2.0 45 -5 11.1 +4.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.0 4 36 6.3 +0.1
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -36 5.9 -0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 25 5.1 -1.1
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 28 8.3 +2.1
DFAU Dimensional US Core Equity Market ETF 2.0 12 28 5.1 -1.1
BKWO BNY Mellon Women's Opportunities ETF 2.0 50 -10 3.8 -2.4
SCHD Schwab US Dividend Equity ETF 2.0 6 34 9.6 +3.4
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.8 -1.4
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 11 7.7 +1.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.9 9 31 4.8 -1.4
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.7 -1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 5.1 -1.1
JAVA JPMorgan Active Value ETF 1.9 44 -4 5.8 -0.4
FLV American Century Focused Large Cap Value ETF 1.9 42 -2 6.6 +0.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 1.9 36 4 9.3 +3.1
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -40 4.5 -1.7
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 10.7 +4.5
ULVM VictoryShares US Value Momentum ETF 1.9 20 20 7.3 +1.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 35 7.2 +1.0
TMFX Motley Fool Next Index ETF 1.8 50 -10 3.0 -3.2
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 4.5 -1.7
JPEF JPMorgan Equity Focus ETF 1.8 50 -10 3.8 -2.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.8 70 -30 4.5 -1.7
NULC Nuveen ESG Large-Cap ETF 1.8 21 19 5.0 -1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -5 3.2 -3.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.8 106 -66 3.4 -2.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.8 28 12 5.9 -0.3
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 31 4.8 -1.4
QLC FlexShares US Quality Large Cap Index Fund 1.8 25 15 5.5 -0.7
VLUE iShares MSCI USA Value Factor ETF 1.8 15 25 10.4 +4.2
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 5.0 -1.2
SMMD iShares Russell 2500 ETF 1.8 15 25 5.6 -0.6
GDVD R3 Global Dividend Growth ETF 1.8 88 -48 5.7 -0.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.8 0 40 11.2 +5.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.9 -1.3
IWX iShares Russell Top 200 Value ETF 1.8 20 20 6.1 -0.0
ISMD Inspire Small/Mid Cap ETF 1.8 54 -14 4.3 -1.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.8 30 10 8.6 +2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.8 12 28 7.5 +1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 25 5.9 -0.3
REVS Columbia Research Enhanced Value ETF 1.7 19 21 7.4 +1.2
FESM Fidelity Enhanced Small Cap ETF 1.7 28 12 1.5 -4.7
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 5.1 -1.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.7 55 -15 4.3 -1.9
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 20 8.5 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 1 4.3 -1.9
LCF Touchstone US Large Cap Focused ETF 1.7 69 -29 4.1 -2.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 15 6.0 -0.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.7 38 2 4.8 -1.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.6 35 5 6.0 -0.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.6 12 28 4.6 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 1.6 6 34 3.8 -2.4
SUSL iShares ESG MSCI USA Leaders ETF 1.6 10 30 5.2 -1.0
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.6 -0.6
FMIL Fidelity New Millennium ETF 1.6 59 -19 4.9 -1.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 31 3.3 -2.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.6 35 5 10.3 +4.1
DFUS Dimensional U.S. Equity ETF 1.6 9 31 4.9 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 1.6 29 11 4.9 -1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 30 5.2 -1.0
BLES Inspire Global Hope ETF 1.6 61 -21 6.6 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 1.6 39 1 7.2 +1.0
HLGE Hartford Longevity Economy ETF 1.6 44 -4 6.1 -0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.6 71 -31 -0.4 -6.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 4.5 -1.7
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -39 4.1 -2.1
IWB iShares Russell 1000 ETF 1.6 15 25 4.9 -1.3
VTI Vanguard Total Stock Market ETF 1.6 3 37 4.8 -1.4
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -49 8.5 +2.3
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 5.2 -1.0
VONE Vanguard Russell 1000 ETF 1.5 8 32 5.0 -1.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 37 5.1 -1.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -55 0.7 -5.5
IWV iShares Russell 3000 ETF 1.5 20 20 4.7 -1.5
VTHR Vanguard Russell 3000 ETF 1.5 10 30 4.8 -1.4
WBIY WBI Power Factor High Dividend ETF 1.5 100 -60 11.4 +5.2
SPXV ProShares S&P 500 Ex-Health Care ETF 1.5 9 31 4.7 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.5 11 29 4.9 -1.3
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.9 -1.3
ROSC Hartford Multifactor Small Cap ETF 1.5 34 6 8.4 +2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 37 4.8 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.5 15 25 5.0 -1.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.5 48 -8 5.3 -0.9
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 4.9 -1.3
IYY iShares Dow Jones U.S. ETF 1.5 20 20 4.8 -1.4
SCHK Schwab 1000 Index ETF 1.5 5 35 5.0 -1.2
EES WisdomTree U.S. SmallCap Fund 1.5 38 2 7.2 +1.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.5 20 20 5.0 -1.2
XSLV Invesco S&P SmallCap Low Volatility ETF 1.5 25 15 5.6 -0.6
VTWV Vanguard Russell 2000 Value ETF 1.5 15 25 5.2 -1.0
IWN iShares Russell 2000 Value ETF 1.5 24 16 5.1 -1.1
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 7.9 +1.8
KBWD Invesco KBW High Dividend Yield Financial ETF 1.5 384 -344 8.6 +2.4
XSHQ Invesco S&P SmallCap Quality ETF 1.5 29 11 8.3 +2.1
SFY SoFi Select 500 ETF 1.5 0 40 4.6 -1.6
SCHX Schwab U.S. Large-Cap ETF 1.5 3 37 5.0 -1.2
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 4.8 -1.4
PBUS Invesco MSCI USA ETF 1.5 4 36 5.0 -1.2
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 22 5.3 -0.9
NIXT Research Affiliates Deletions ETF 1.4 9 31 5.4 -0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 4.9 -1.3
NTZG Nuveen Global Net Zero Transition ETF 1.4 56 -16 4.6 -1.6
VV Vanguard Large-Cap ETF 1.4 4 36 4.9 -1.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 20 4.8 -1.4
FDMO Fidelity Momentum Factor ETF 1.4 15 25 4.0 -2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 40 5.0 -1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 26 4.9 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.9 -1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 4.7 -1.5
VOO Vanguard S&P 500 ETF 1.4 3 37 5.0 -1.2
IVV iShares Core S&P 500 ETF 1.4 3 37 5.0 -1.2
SPY SPDR S&P 500 ETF Trust 1.4 9 31 5.0 -1.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 5.3 -0.9
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 38 5.0 -1.2
STRV Strive 500 ETF 1.4 5 35 4.9 -1.3
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 37 4.9 -1.3
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 30 5.1 -1.1
EQUL IQ Engender Equality ETF 1.4 45 -5 7.0 +0.8
VOTE TCW Transform 500 ETF 1.4 5 35 4.9 -1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 38 5.0 -1.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.4 75 -35 2.6 -3.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 4.8 -1.4
BDFIX Baron Discovery 1.4 75 -35 0.2 -6.0
PRAY FIS Christian Stock Fund 1.4 69 -29 6.2 -0.0
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 4.8 -1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -30 2.8 -3.4
DGT SPDR Global Dow ETF 1.3 50 -10 6.6 +0.4
SLYG SPDR S&P 600 Small Cap Growth ETF 1.3 15 25 4.8 -1.4
KLMN Invesco MSCI North America Climate ETF 1.3 9 31 5.0 -1.2
LRGC AB US Large Cap Strategic Equities ETF 1.3 48 -8 4.6 -1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.9 +0.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.3 60 -20 7.6 +1.4
FCPI Fidelity Stocks for Inflation ETF 1.3 15 25 7.8 +1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.3 29 11 4.4 -1.8
RSSL Global X Russell 2000 ETF 1.3 8 32 2.7 -3.5
VTWO Vanguard Russell 2000 ETF 1.3 10 30 3.0 -3.2
VALQ American Century U.S. Quality Value ETF 1.3 29 11 7.2 +1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.3 10 30 5.4 -0.8
IWM iShares Russell 2000 ETF 1.3 19 21 2.9 -3.3
PSC Principal U.S. Small-Cap ETF 1.3 38 2 5.5 -0.7
KONG Formidable Fortress ETF 1.3 89 -49 5.7 -0.5
ITAN Sparkline Intangible Value ETF 1.2 50 -10 6.0 -0.2
DES WisdomTree U.S. SmallCap Dividend Fund 1.2 38 2 8.0 +1.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.2 15 25 4.5 -1.7
GDEF Goldman Sachs Defensive Equity ETF 1.2 55 -15 4.8 -1.4
DURA VanEck Durable High Dividend ETF 1.2 29 11 7.7 +1.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.9 -1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 4.9 -1.3
RVRB Reverb ETF 1.2 30 10 4.7 -1.5
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.2 7 33 9.2 +3.0
FVAL Fidelity Value Factor ETF 1.2 15 25 6.9 +0.7
BSCFX Baron Small Cap Retail 1.1 75 -35 3.5 -2.7
CSMD Congress SMid Growth ETF 1.1 69 -29 4.4 -1.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.1 35 5 7.7 +1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.1 35 5 3.7 -2.5
USSE Segall Bryant & Hamill Select Equity ETF 1.1 65 -25 3.7 -2.5
WLDR Affinity World Leaders Equity ETF 1.1 67 -27 7.6 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.1 15 25 5.9 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 20 5.2 -1.0
RUNN Running Oak Efficient Growth ETF 1.1 58 -18 4.9 -1.3
TOK iShares MSCI Kokusai ETF 1.1 26 14 5.0 -1.2
IWO iShares Russell 2000 Growth ETF 1.1 24 16 0.5 -5.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 31 5.2 -1.0
GSPY Gotham Enhanced 500 ETF 1.1 50 -10 5.1 -1.1
SVAL iShares US Small Cap Value Factor ETF 1.1 20 20 10.2 +4.0
VTWG Vanguard Russell 2000 Growth ETF 1.1 15 25 0.7 -5.5
ACVF American Conservative Values ETF 1.1 75 -35 4.3 -1.9
URTH iShares MSCI World ETF 1.1 24 16 5.1 -1.1
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -49 4.5 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.0 52 -12 5.3 -0.9
MGC Vanguard Mega Cap ETF 1.0 7 33 4.8 -1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.0 60 -20 5.8 -0.4
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 11 7.2 +1.0
CHGX AXS Change Finance ESG ETF 1.0 49 -9 5.5 -0.7
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.0 35 5 9.6 +3.4
VBK Vanguard Small-Cap Growth ETF 1.0 7 33 1.1 -5.1
VT Vanguard Total World Stock ETF 1.0 7 33 5.5 -0.7
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 3.5 -2.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -39 4.7 -1.5
ACWI iShares MSCI ACWI ETF 1.0 32 8 5.2 -1.0
SURE AdvisorShares Insiders Advantage ETF 1.0 90 -50 9.8 +3.6
UDI USCF Dividend Income Fund 1.0 65 -25 7.4 +1.3
JSML Janus Henderson Small Cap Growth Alpha ETF 1.0 30 10 7.7 +1.5
OALC OneAscent Large Cap Core ETF 1.0 86 -46 4.4 -1.8
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 30 5.3 -0.9
IWL iShares Russell Top 200 ETF 0.9 15 25 4.7 -1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 6.8 +0.6
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.2 -2.0
DGRW WisdomTree US Quality Dividend Growth Fund 0.9 28 12 5.6 -0.6
HAPI Harbor Human Capital Factor US Large Cap ETF 0.9 36 4 4.6 -1.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 2.6 -3.6
IVW iShares S&P 500 Growth ETF 0.9 18 22 4.0 -2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.1 -2.1
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -10 4.5 -1.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 73 -33 7.9 +1.7
RECS Columbia Research Enhanced Core ETF 0.8 15 25 5.9 -0.3
AIEQ AI Powered Equity ETF 0.8 75 -35 5.0 -1.2
STXD Strive 1000 Dividend Growth ETF 0.8 35 5 5.3 -0.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -35 3.9 -2.3
FPX First Trust US Equity Opportunities ETF 0.8 61 -21 0.2 -6.0
DEW WisdomTree Global High Dividend Fund 0.8 58 -18 8.4 +2.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.8 56 -16 6.5 +0.3
LVOL American Century Low Volatility ETF 0.8 29 11 4.9 -1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 13.6 +7.4
IWP iShares Russell Mid-Cap Growth ETF 0.7 23 17 3.2 -3.0
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 25 5.6 -0.6
AZTD Aztlan Global Stock Selection DM SMID ETF 0.7 75 -35 6.7 +0.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -9 4.7 -1.5
GLOF iShares Global Equity Factor ETF 0.7 20 20 6.7 +0.5
ILCG iShares Morningstar Growth ETF 0.7 4 36 3.9 -2.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 8.4 +2.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.7 48 -8 6.1 -0.1
KOMP SPDR S&P Kensho New Economies Composite ETF 0.6 20 20 0.9 -5.3
TMFC Motley Fool 100 Index ETF 0.6 50 -10 3.7 -2.5
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -50 3.8 -2.4
BTHM BlackRock Future U.S. Themes ETF 0.6 60 -20 4.2 -2.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.6 -1.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.6 60 -20 3.0 -3.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.6 35 5 5.4 -0.8
MVPA Miller Value Partners Appreciation ETF 0.6 60 -20 9.8 +3.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.1 -2.1
FLQL Franklin LibertyQ U.S. Equity ETF 0.6 15 25 5.7 -0.5
AFSM First Trust Active Factor Small Cap ETF 0.5 75 -35 6.0 -0.2
VIDI Vident International Equity Strategy ETF 0.5 61 -21 10.2 +4.0
TTAC FCF US Quality ETF 0.5 59 -19 5.9 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 1.9 -4.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 2 6.3 +0.1
VSLU Applied Finance Valuation Large Cap ETF 0.5 49 -9 5.7 -0.5
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.6 -1.6
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.5 -1.7
STXG Strive 1000 Growth ETF 0.5 18 22 4.1 -2.1
JGRO JPMorgan Active Growth ETF 0.5 44 -4 3.7 -2.5
CGDG Capital Group Dividend Growers ETF 0.5 47 -7 6.6 +0.4
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 4.6 -1.6
CGUS Capital Group Core Equity ETF 0.4 33 7 4.4 -1.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.3 +0.1
HDV iShares Core High Dividend ETF 0.4 8 32 7.1 +0.9
TXS Texas Capital Texas Equity Index ETF 0.4 49 -9 4.8 -1.4
VOOG Vanguard S&P 500 Growth ETF 0.4 10 30 4.5 -1.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.9 -2.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 8.9 +2.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.4 65 -25 -1.0 -7.2
EDOC Global X Telemedicine & Digital Health ETF Registered 0.4 68 -28 -3.4 -9.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 1.5 -4.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.4 60 -20 -2.5 -8.7
IWC iShares Micro-Cap ETF 0.3 60 -20 -4.7 -10.9
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.9 +0.7
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.4 -2.8
OEF iShares S&P 100 ETF 0.3 20 20 4.7 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.3 -1.9
TMAT Main Thematic Innovation ETF 0.3 164 -124 -1.3 -7.5
ISRA VanEck Israel ETF 0.3 59 -19 7.1 +0.9
FINX Global X FinTech ETF 0.3 68 -28 2.8 -3.4
ITEQ BlueStar Israel Technology ETF 0.3 75 -35 0.8 -5.4
DUHP Dimensional US High Profitability ETF 0.2 21 19 6.6 +0.4
FBCG Fidelity Blue Chip Growth ETF 0.2 59 -19 2.8 -3.4
PAWZ ProShares Pet Care ETF 0.2 50 -10 4.9 -1.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 4.6 -1.6
FDG American Century Focused Dynamic Growth ETF 0.2 45 -5 2.5 -3.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.1 42 -2 5.2 -1.0
BPAY BlackRock Future Financial and Technology ETF 0.1 70 -30 8.0 +1.8
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 4.7 -1.5
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 6.9 +0.7
SCAP InfraCap Small Cap Income ETF 0.0 135 -95 8.2 +2.0

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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 11.1 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.2 %
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.