iShares U.S. Insurance ETF
ALTAR
Score™		 7.0% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 10.9x 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) $371
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 57
Wgt avg mkt cap (mns) $60,066
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
CHUBB LIMITED 13.6 %
PROGRESSIVE CORP 13.0 %
TRAVELERS COS INC/THE 7.3 %
ALLSTATE CORP 6.3 %
METLIFE INC 4.7 %
HARTFORD FINANCIAL SVCS GRP 4.5 %
AFLAC INC 4.5 %
AMERICAN INTERNATIONAL GROUP 4.4 %
ARCH CAPITAL GROUP LTD 4.1 %
PRUDENTIAL FINANCIAL INC 4.0 %
Total 66.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 80.6 %
SWITZERLAND 13.6 %
BERMUDA 5.4 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.3% -4.4% 13.7% 12.1% 6.8%

Market Correlations
versus... Beta R-squared
S&P500 0.51 27%
MSCI EAFE 0.55 27%
MSCI Emg. Mkts. 0.28 9%

Technical Indicators
Recent close $132.35
30d moving avg. $129.77
Annualized volatility 16.2%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.5%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 60
Turnover 2.1%
Bid/Ask (% of price) 0.11%
ADV underlying (mns) $2,769

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 624 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™: 7.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IAK
Ticker Fund
Name		 Overlap1
vs IAK
(%)		 Expense
ratio
(bp)		 Savings
vs IAK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IAK
(%)
KIE State Street SPDR S&P Insurance ETF 46.7 35 5 6.7 -0.2
FXO First Trust Financials AlphaDEX Fund 26.6 62 -22 8.3 +1.3
RSPF Invesco S&P 500 Equal Weight Financials ETF 22.5 40 0 6.4 -0.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 15.1 49 -9 5.1 -1.9
USCF Themes US Cash Flow Champions ETF 14.1 29 11 7.8 +0.8
FTDS First Trust Dividend Strength ETF 13.9 70 -30 7.0 +0.0
IYF iShares U.S. Financials ETF 13.7 40 0 5.7 -1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 13.2 60 -20 8.3 +1.4
LGCF Themes US Cash Flow Champions ETF 12.4 30 10 7.3 +0.4
LYLD Cambria Large Cap Shareholder Yield ETF 11.9 59 -19 8.4 +1.4
SPVM Invesco S&P 500 Value with Momentum ETF 11.7 39 1 6.5 -0.5
RDVY First Trust Rising Dividend Achievers ETF 11.4 50 -10 5.2 -1.8
VFH Vanguard Financials ETF 10.8 9 31 6.2 -0.8
CZA Invesco Zacks Mid-Cap ETF 10.7 72 -32 5.9 -1.0
AVIE Avantis  Inflation Focused Equity ETF 10.7 25 15 6.2 -0.8
GVLU Gotham 1000 Value ETF 10.6 50 -10 8.2 +1.3
FNCL Fidelity MSCI Financials Index ETF 10.4 8 32 6.1 -0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 10.3 65 -25 4.9 -2.1
XLF Financial Select Sector SPDR 9.7 8 32 5.7 -1.2
DFNL Davis Select Financial ETF 9.5 63 -23 7.4 +0.4
AVMV Avantis U.S. Mid Cap Value ETF 9.3 20 20 7.4 +0.4
SPGP Invesco S&P 500 GARP ETF 8.9 34 6 5.8 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.9 70 -30 4.7 -2.3
MBOX Freedom Day Dividend ETF 8.8 39 1 7.1 +0.1
PWV Invesco Large Cap Value ETF 8.6 55 -15 6.4 -0.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.6 30 10 7.5 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 8.3 59 -19 7.7 +0.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 8.3 65 -25 5.1 -1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.2 75 -35 6.3 -0.7
DVY iShares Select Dividend ETF 8.0 38 2 8.1 +1.2
PKW Invesco Buyback Achievers ETF 8.0 62 -22 7.2 +0.3
RNMC First Trust Mid Cap US Equity Select ETF 7.5 60 -20 6.5 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 8.6 +1.6
FVD First Trust Value Line Dividend Index Fund 7.3 65 -25 5.6 -1.3
AVLV Avantis U.S. Large Cap Value ETF 7.3 15 25 6.0 -1.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 7.2 55 -15 9.2 +2.2
FSCS First Trust SMID Capital Strength ETF 7.0 60 -20 6.9 -0.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 7.0 20 20 7.4 +0.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 6.9 15 25 6.2 -0.7
XMVM Invesco S&P MidCap Value with Momentum ETF 6.9 39 1 7.6 +0.7
WTV WisdomTree US Value Fund of Benef Interest 6.8 12 28 8.0 +1.0
RPV Invesco S&P 500 Pure Value ETF 6.8 35 5 9.1 +2.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 6.8 60 -20 5.8 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 6.7 60 -20 4.9 -2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 6.7 67 -27 8.7 +1.8
VSDA VictoryShares Dividend Accelerator ETF 6.6 35 5 6.5 -0.5
KAT Scharf ETF 6.6 87 -47 6.0 -1.0
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.2 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 6.4 25 15 6.7 -0.2
VOE Vanguard Mid-Cap Value ETF 6.4 7 33 6.9 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 6.4 70 -30 9.7 +2.8
FTCS First Trust Capital Strength ETF 6.3 55 -15 5.5 -1.5
EQRR ProShares Equities for Rising Rates ETF 6.2 35 5 6.0 -0.9
CVY Invesco Zacks Multi-Asset Income ETF 6.1 106 -66 10.1 +3.2
ABEQ Absolute Select Value ETF 6.1 85 -45 4.3 -2.7
DEUS Xtrackers Russell US Multifactor ETF 6.1 17 23 6.5 -0.4
SDY State Street SPDR S&P Dividend ETF 6.0 35 5 6.1 -0.8
PY Principal Value ETF 5.9 15 25 7.1 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 5.9 6 34 7.1 +0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.8 20 20 5.6 -1.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 5.8 80 -40 6.7 -0.2
BRIF FIS Bright Portfolios Focused Equity ETF 5.7 65 -25 3.7 -3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.7 60 -20 6.2 -0.7
LEAD Siren DIVCON Leaders Dividend ETF 5.7 43 -3 3.6 -3.3
USMV iShares MSCI USA Min Vol Factor ETF 5.6 15 25 5.3 -1.7
DIVN Horizon Dividend Income ETF 5.6 70 -30 6.6 -0.3
USMF WisdomTree U.S. Multifactor Fund 5.5 28 12 6.6 -0.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -20 5.2 -1.7
SYLD Cambria Shareholder Yield ETF 5.5 59 -19 10.4 +3.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.6 -0.3
AVMC Avantis U.S. Mid Cap Equity ETF 5.4 18 22 6.1 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.3 35 5 5.4 -1.6
JOET Virtus Terranova US Quality Momentum ETF 5.2 29 11 3.9 -3.1
DON WisdomTree U.S. MidCap Dividend Fund 5.2 38 2 8.2 +1.2
BGIG Bahl & Gaynor Income Growth ETF 5.2 45 -5 4.6 -2.4
PRXV Praxis Impact Large Cap Value ETF 5.1 36 4 5.8 -1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.1 25 15 4.9 -2.1
DFLV Dimensional US Large Cap Value ETF 5.1 22 18 6.3 -0.6
SPLV Invesco S&P 500 Low Volatility ETF 5.1 25 15 4.9 -2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 5.0 80 -40 5.8 -1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 4.9 40 0 6.7 -0.3
IXG iShares Global Financials ETF 4.9 42 -2 6.2 -0.7
TMDV ProShares Russell US Dividend Growers ETF 4.8 35 5 6.3 -0.7
FBCV Fidelity Blue Chip Value ETF 4.8 59 -19 5.9 -1.0
ROE Astoria US Quality Kings ETF 4.8 49 -9 5.5 -1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.8 60 -20 9.8 +2.8
FEX First Trust Large Cap Core AlphaDEX Fund 4.6 59 -19 5.1 -1.9
SMCF Themes US Small Cap Cash Flow Champions ETF 4.6 29 11 10.1 +3.1
QLV FlexShares US Quality Low Volatility Index Fund 4.6 22 18 5.0 -1.9
VAMO Cambria Value & Momentum ETF 4.6 61 -21 5.2 -1.7
VDIG Vanguard Wellington Dividend Growth Active ETF 4.5 40 0 4.5 -2.5
EBI Longview Advantage ETF 4.5 35 5 6.1 -0.9
RAYD Rayliant Quantitative Developed Market Equity ETF 4.5 80 -40 3.7 -3.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 10 3.9 -3.1
AVUV Avantis U.S. Small Cap Value ETF 4.4 25 15 8.2 +1.2
DFAT Dimensional U.S. Targeted Value ETF 4.4 28 12 8.8 +1.9
VFVA Vanguard U.S. Value Factor ETF 4.4 13 27 9.6 +2.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 4.4 35 5 6.5 -0.5
TPHD Timothy Plan High Dividend Stock ETF 4.4 52 -12 6.0 -1.0
BGDV Bahl & Gaynor Dividend ETF 4.4 45 -5 4.0 -3.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 20 5.8 -1.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 8.4 +1.4
STXV Strive 1000 Value ETF 4.4 18 22 7.0 +0.0
CSTK Invesco Comstock Contrarian Equity ETF 4.3 35 5 6.1 -0.9
VFMF Vanguard U.S. Multifactor ETF 4.3 18 22 6.8 -0.2
XOEF iShares S&P 500 ex S&P 100 ETF 4.3 20 20 4.8 -2.2
FLRG Fidelity U.S. Multifactor ETF 4.3 15 25 5.9 -1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.3 18 22 5.2 -1.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 4.3 54 -14 5.8 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 4.3 35 5 5.3 -1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.3 40 0 5.3 -1.7
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 5.5 -1.4
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -15 5.1 -1.9
FSGS First Trust SMID Growth Strength ETF 4.2 60 -20 4.8 -2.1
FSMD Fidelity Small-Mid Multifactor ETF 4.2 15 25 6.7 -0.3
RFV Invesco S&P Midcap 400 Pure Value ETF 4.2 35 5 11.6 +4.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 4.2 12 28 5.5 -1.5
BIBL Inspire 100 ETF 4.1 35 5 4.3 -2.7
CTEF Castellan Targeted Equity ETF 4.1 45 -5 3.0 -4.0
FNX First Trust Mid Cap Core AlphaDEX Fund 4.1 60 -20 6.3 -0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 4.1 25 15 5.5 -1.4
EQIN Columbia US Equity Income ETF 4.1 35 5 6.2 -0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.0 10 30 8.1 +1.1
AVSU Avantis Responsible U.S. Equity ETF 4.0 15 25 5.1 -1.8
VO Vanguard Mid-Cap ETF 4.0 4 36 5.3 -1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.0 25 15 8.0 +1.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.0 39 1 9.9 +3.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.0 55 -15 4.2 -2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 4.0 18 22 8.0 +1.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.0 15 25 8.0 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 -2 5.5 -1.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.2 -0.8
CHGX AXS Change Finance ESG ETF 3.9 49 -9 4.7 -2.3
SUSA iShares MSCI USA ESG Select ETF 3.8 25 15 4.1 -2.8
SXQG ETC 6 Meridian Quality Growth ETF 3.8 100 -60 2.9 -4.1
DIA SPDR Dow Jones Industrial Average ETF 3.8 16 24 4.9 -2.1
EZM WisdomTree U.S. MidCap Fund 3.8 38 2 8.1 +1.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.8 20 20 6.2 -0.7
HDV iShares Core High Dividend ETF 3.7 8 32 6.0 -0.9
ISCV iShares Morningstar Small Cap Value ETF 3.7 6 34 7.9 +1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 3.7 15 25 5.2 -1.8
RWK Invesco S&P MidCap 400 Revenue ETF 3.7 39 1 8.0 +1.0
DFUV Dimensional US Marketwide Value ETF 3.7 22 18 6.4 -0.6
IWS iShares Russell Mid-Cap Value ETF 3.7 23 17 6.2 -0.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.7 35 5 7.0 0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.7 38 2 6.9 -0.0
GKAT Scharf Global Opportunity ETF 3.7 57 -17 5.8 -1.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 3.7 30 10 8.8 +1.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.6 35 5 6.4 -0.5
DIVG Invesco S&P 500 High Dividend Growers ETF 3.6 39 1 7.5 +0.5
FDLO Fidelity Low Volatility Factor ETF 3.6 15 25 4.8 -2.1
NULV Nuveen ESG Large-Cap Value ETF 3.6 26 14 5.3 -1.6
NUDV Nuveen ESG Dividend ETF 3.6 26 14 6.2 -0.8
DIVY Sound Equity Dividend Income ETF 3.6 45 -5 8.1 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 3.6 60 -20 5.1 -1.8
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 20 7.9 +1.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.6 15 25 6.2 -0.8
SPDV AAM S&P 500 High Dividend Value ETF 3.6 29 11 11.1 +4.1
QDEF FlexShares Quality Dividend Defensive Index Fund 3.6 37 3 5.5 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 3.5 18 22 5.7 -1.2
PSCF Invesco S&P SmallCap Financials ETF 3.5 29 11 8.5 +1.6
LST Leuthold Select Industries ETF 3.5 91 -51 5.0 -2.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.5 43 -3 5.0 -2.0
JQUA JPMorgan U.S. Quality Factor ETF 3.5 12 28 5.2 -1.8
HOMZ Hoya Capital Housing ETF 3.5 30 10 10.3 +3.3
SMAP Amplify Small-Mid Cap Equity ETF 3.5 60 -20 4.5 -2.5
SSPY Syntax Stratified LargeCap ETF 3.5 30 10 6.2 -0.8
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 6.3 -0.7
IMCB iShares Morningstar Mid-Cap ETF 3.5 4 36 5.4 -1.6
TPSC Timothy Plan US Small Cap Core ETF 3.5 52 -12 6.6 -0.3
GOP Unusual Whales Subversive Republican Trading ETF 3.5 50 -10 4.4 -2.5
SGLC SGI U.S. Large Cap Core ETF 3.4 85 -45 3.8 -3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 31 5.3 -1.7
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 6.0 -1.0
FELV Fidelity Enhanced Large Cap Value ETF 3.4 18 22 5.8 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 22 4.7 -2.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 4.9 -2.1
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -10 4.8 -2.2
VYM Vanguard High Dividend Yield Index ETF 3.3 6 34 6.1 -0.8
KRMA Global X Conscious Companies ETF 3.2 43 -3 5.3 -1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.2 35 5 5.7 -1.2
BELT iShares Long-Term U.S. Equity Active ETF 3.2 75 -35 2.3 -4.7
VBR Vanguard Small Cap Value ETF 3.2 7 33 8.0 +1.0
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -2 6.1 -0.9
RNSC Furst Trust Small Cap US Equity Select ETF 3.2 60 -20 4.5 -2.4
AVUS Avantis U.S. Equity ETF 3.2 15 25 4.9 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 3.2 20 20 5.7 -1.3
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -7 4.4 -2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.1 15 25 6.9 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 3.1 9 31 5.6 -1.4
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.9 -1.0
DXUV Dimensional US Vector Equity ETF 3.1 28 12 5.4 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 3.1 23 17 5.5 -1.5
SIZE iShares MSCI USA Size Factor ETF 3.1 15 25 5.6 -1.4
XJH iShares ESG Screened S&P Mid-Cap ETF 3.0 12 28 6.0 -0.9
IWR iShares Russell Midcap ETF 3.0 19 21 5.5 -1.5
FLDZ RiverNorth Patriot ETF 3.0 75 -35 5.6 -1.3
BEEX BeeHive ETF 3.0 84 -44 3.8 -3.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.9 58 -18 4.9 -2.1
NUSC Nuveen ESG Small-Cap ETF 2.9 31 9 5.0 -2.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.9 65 -25 3.6 -3.4
DUSA Davis Select U.S. Equity ETF 2.9 61 -21 7.1 +0.1
DWLD Davis Select Worldwide ETF 2.9 63 -23 6.7 -0.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.9 15 25 5.1 -1.9
AIEQ AI Powered Equity ETF 2.9 75 -35 3.8 -3.2
VUSV Vanguard Wellington U.S. Value Active ETF 2.9 30 10 5.9 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 36 5.7 -1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.9 80 -40 5.6 -1.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.8 7 33 6.7 -0.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 2.8 12 28 6.3 -0.6
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.5 -2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 33 5.4 -1.6
VTV Vanguard Value ETF 2.8 4 36 6.0 -1.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.8 12 28 5.6 -1.4
ACSI American Customer Satisfaction ETF 2.8 65 -25 4.8 -2.2
AFMC First Trust Active Factor Mid Cap ETF 2.8 65 -25 7.2 +0.2
SCHM Schwab U.S. Mid-Cap ETF 2.8 4 36 6.0 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 2.8 23 17 6.0 -1.0
WCEO Hypatia Women CEO ETF 2.8 85 -45 4.8 -2.1
NUMV Nuveen ESG Mid-Cap Value ETF 2.8 31 9 5.7 -1.2
ABIG Argent Large Cap ETF 2.7 49 -9 4.4 -2.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.7 20 20 8.9 +1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.7 24 16 7.2 +0.2
REVS Columbia Research Enhanced Value ETF 2.7 19 21 6.9 -0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.7 18 22 6.9 -0.1
DFSV Dimensional US Small Cap Value ETF 2.7 31 9 9.0 +2.1
DFVX Dimensional US Large Cap Vector ETF 2.7 22 18 5.3 -1.6
ISCB iShares Morningstar Small-Cap ETF 2.7 4 36 5.5 -1.5
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.5 -3.5
DFAS Dimensional U.S. Small Cap ETF 2.7 26 14 5.7 -1.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.7 60 -20 6.9 -0.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.7 3 37 6.2 -0.8
IJH iShares Core S&P Mid-Cap ETF 2.7 5 35 6.2 -0.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.7 15 25 6.4 -0.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.6 7 33 6.2 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 36 5.3 -1.6
JHML John Hancock Multifactor Large Cap ETF 2.6 29 11 4.6 -2.4
XSVM Invesco S&P SmallCap Value with Momentum ETF 2.6 36 4 8.6 +1.7
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 15 6.0 -1.0
MAGA Point Bridge America First ETF 2.6 72 -32 5.2 -1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 23 5.1 -1.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.6 50 -10 8.6 +1.6
VONV Vanguard Russell 1000 Value ETF 2.6 7 33 5.7 -1.3
QUVU Hartford Quality Value ETF 2.6 46 -6 5.7 -1.3
IWD iShares Russell 1000 Value ETF 2.6 19 21 5.6 -1.4
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.5 12 28 6.8 -0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 16 6.1 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 2.5 34 6 5.9 -1.1
JEPI JPMorgan Equity Premium Income ETF 2.5 35 5 4.9 -2.1
VIG Vanguard Dividend Appreciation ETF 2.5 5 35 5.0 -2.0
TOGA Tremblant Global ETF 2.5 69 -29 -0.2 -7.2
TAX Cambria Tax Aware ETF 2.5 49 -9 4.2 -2.8
INCE Franklin Income Equity Focus ETF 2.5 29 11 5.3 -1.7
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.7 -2.2
SMOX Horizon Small/Mid Cap Core Equity ETF 2.5 75 -35 5.4 -1.6
ADIV SmartETFs Asia Pacific Dividend Builder ETF 2.4 78 -38 9.8 +2.9
STXM Strive Mid-Cap ETF 2.4 18 22 5.7 -1.2
SPHQ Invesco S&P 500 Quality ETF 2.4 15 25 4.7 -2.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 6.4 -0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 5.8 -1.2
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -5 9.0 +2.0
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.6 -1.3
APUE ActivePassive U.S. Equity ETF 2.4 45 -5 4.0 -2.9
OPTZ Optimize Strategy Index ETF 2.4 50 -10 3.8 -3.2
RPG Invesco S&P 500 Pure Growth ETF 2.4 35 5 2.7 -4.2
SMLF iShares U.S. SmallCap Equity Factor ETF 2.4 15 25 5.1 -1.9
PTL Inspire 500 ETF 2.4 9 31 4.5 -2.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 35 7.7 +0.8
STXK Strive Small-Cap ETF 2.4 18 22 5.3 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 4.8 -2.2
DHS WisdomTree U.S. High Dividend Fund 2.3 38 2 8.2 +1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 15 5.0 -1.9
IUSV iShares Core S&P US Value ETF 2.3 4 36 5.9 -1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.3 39 1 7.7 +0.8
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.3 7 33 10.3 +3.4
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 30 4.0 -3.0
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 5.7 -1.3
EPS WisdomTree U.S. LargeCap Fund 2.3 8 32 4.9 -2.1
CGDV Capital Group Dividend Value ETF 2.3 33 7 4.0 -3.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.3 15 25 9.2 +2.3
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 22 9.2 +2.2
VOOV Vanguard S&P 500 Value ETF 2.2 7 33 5.7 -1.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.8 -1.2
IVE iShares S&P 500 Value ETF 2.2 18 22 5.6 -1.3
QDF FlexShares Quality Dividend Index Fund 2.2 37 3 5.5 -1.5
RAFE PIMCO RAFI ESG U.S. ETF 2.2 29 11 6.5 -0.5
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.9 -3.1
JPEF JPMorgan Equity Focus ETF 2.2 50 -10 3.8 -3.1
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 36 5.8 -1.2
FTGS First Trust Growth Strength ETF 2.2 60 -20 3.6 -3.4
SCHD Schwab US Dividend Equity ETF 2.2 6 34 8.3 +1.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.2 12 28 3.5 -3.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 2.2 29 11 7.1 +0.1
GQI Natixis Gateway Quality Income ETF 2.2 34 6 4.5 -2.5
TMFX Motley Fool Next Index ETF 2.1 50 -10 3.1 -3.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -8 5.6 -1.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.1 39 1 3.6 -3.3
DCOR Dimensional US Core Equity 1 ETF 2.1 14 26 4.7 -2.3
FDWM Fidelity Women's Leadership ETF 2.1 59 -19 3.7 -3.2
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 5 6.1 -0.9
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 28 6.4 -0.6
PRAY FIS Christian Stock Fund 2.1 69 -29 4.0 -3.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 31 3.9 -3.1
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 6.1 -0.9
ROSC Hartford Multifactor Small Cap ETF 2.1 34 6 7.4 +0.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.1 10 30 3.8 -3.2
AVSC Avantis U.S Small Cap Equity ETF 2.1 25 15 4.8 -2.2
VXF Vanguard Extended Market ETF 2.1 5 35 3.9 -3.1
SCHA Schwab U.S. Small-Cap ETF 2.1 4 36 4.5 -2.4
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 8.5 +1.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.1 10 30 9.2 +2.3
VB Vanguard Small-Cap ETF 2.1 5 35 5.3 -1.7
FNDX Schwab Fundamental US Large Co. Index ETF 2.1 25 15 6.4 -0.5
BFOR ALPS Barron's 400 ETF 2.0 65 -25 5.0 -1.9
DVGR DAC 3D Dividend Growth ETF 2.0 65 -25 4.7 -2.3
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 5.6 -1.4
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 15 6.4 -0.6
LOWV AB US Low Volatility Equity ETF 2.0 48 -8 4.3 -2.6
OSCV Opus Small Cap Value ETF 2.0 79 -39 5.8 -1.2
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -40 3.7 -3.3
IWX iShares Russell Top 200 Value ETF 2.0 20 20 5.2 -1.7
SGRT SMART Earnings Growth 30 ETF 2.0 59 -19 2.5 -4.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.0 3 37 6.6 -0.4
IUS Invesco RAFI Strategic US ETF 2.0 19 21 5.8 -1.2
ILCV iShares Morningstar Value ETF 2.0 4 36 5.5 -1.5
IJR iShares Core S&P Small Cap ETF 2.0 6 34 6.5 -0.5
PSET Principal Quality ETF 2.0 15 25 4.8 -2.1
MDLV Morgan Dempsey Large Cap Value ETF 1.9 58 -18 5.9 -1.1
DIVB iShares Core Dividend ETF 1.9 5 35 7.5 +0.5
KOCG FIS Knights of Columbus Global Belief ETF 1.9 75 -35 4.4 -2.6
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.1 -2.8
PEY Invesco High Yield Equity Dividend Achievers ETF 1.9 52 -12 9.2 +2.2
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 4.8 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.9 9 31 4.4 -2.5
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 28 7.2 +0.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 6.4 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 10 5.2 -1.8
FVAL Fidelity Value Factor ETF 1.9 15 25 6.1 -0.9
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 25 4.3 -2.7
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 3.5 -3.4
DTD WisdomTree U.S. Total Dividend Fund 1.8 28 12 5.8 -1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.4 -2.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.8 35 5 7.5 +0.5
LCF Touchstone US Large Cap Focused ETF 1.8 69 -29 3.7 -3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.8 25 15 4.2 -2.8
XSHQ Invesco S&P SmallCap Quality ETF 1.8 29 11 6.9 -0.1
XMAG Defiance Large Cap ex-Mag 7 ETF 1.8 35 5 4.5 -2.5
LRGF iShares U.S. Equity Factor ETF 1.8 8 32 4.7 -2.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 4.5 -2.5
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -20 8.0 +1.0
KBWD Invesco KBW High Dividend Yield Financial ETF 1.7 384 -344 16.0 +9.0
DFAU Dimensional US Core Equity Market ETF 1.7 12 28 4.4 -2.6
FCPI Fidelity Stocks for Inflation ETF 1.7 15 25 5.9 -1.1
VFMO Vanguard U.S. Momentum Factor ETF 1.7 13 27 1.7 -5.2
HDUS Hartford Disciplined US Equity ETF 1.7 19 21 4.8 -2.1
MGV Vanguard Mega Cap Value ETF 1.7 7 33 5.6 -1.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.7 61 -21 5.5 -1.5
FYT First Trust Small Cap Value AlphaDEX Fund 1.6 73 -33 10.0 +3.0
VLUE iShares MSCI USA Value Factor ETF 1.6 15 25 7.5 +0.5
BLCV iShares Large Cap Value Active ETF 1.6 53 -13 6.5 -0.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 34 2.8 -4.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 4.1 -2.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.6 25 15 6.2 -0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.6 56 -16 7.1 +0.1
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.3 -2.7
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.6 48 -8 8.0 +1.0
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 2.4 -4.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 4.2 -2.8
DSPY Tema S&P 500 Historical Weight ETF 1.6 18 22 4.5 -2.4
VEGN US Vegan Climate ETF 1.6 60 -20 3.9 -3.0
QLC FlexShares US Quality Large Cap Index Fund 1.6 25 15 4.7 -2.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.6 35 5 5.0 -2.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.6 38 2 3.9 -3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.6 39 1 2.4 -4.6
VFMV Vanguard U.S. Minimum Volatility ETF 1.6 13 27 5.7 -1.3
STOX Horizon Core Equity ETF 1.6 70 -30 3.7 -3.3
FDRR Fidelity Dividend ETF for Rising Rates 1.6 15 25 5.9 -1.0
SFTY Horizon Managed Risk ETF 1.6 77 -37 3.6 -3.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 21 4.9 -2.0
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 5.4 -1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 1.6 28 12 5.5 -1.5
RJDI RJ Eagle GCM Dividend Select Income ETF 1.6 55 -15 4.5 -2.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 30 3.8 -3.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 25 3.8 -3.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 8.2 +1.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 22 3.8 -3.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.5 65 -25 7.5 +0.5
EES WisdomTree U.S. SmallCap Fund 1.5 38 2 8.1 +1.1
WSML iShares MSCI World Small-Cap ETF 1.5 15 25 5.4 -1.6
DSI iShares MSCI KLD 400 Social ETF 1.5 25 15 4.3 -2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -35 3.3 -3.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 30 3.8 -3.2
SMMD iShares Russell 2500 ETF 1.5 15 25 5.7 -1.3
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -14 9.5 +2.6
JHDV John Hancock U.S. High Dividend ETF 1.5 34 6 6.2 -0.8
JAVA JPMorgan Active Value ETF 1.5 44 -4 5.6 -1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 1.5 75 -35 4.9 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.4 -2.5
TOPC iShares S&P 500 3% Capped ETF 1.4 15 25 4.5 -2.5
BLES Inspire Global Hope ETF 1.4 61 -21 5.8 -1.2
WBIY WBI Power Factor High Dividend ETF 1.4 100 -60 12.4 +5.4
SVAL iShares US Small Cap Value Factor ETF 1.4 20 20 7.6 +0.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 1.4 35 5 6.3 -0.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.4 15 25 4.2 -2.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 23 4.1 -2.8
CATH Global X S&P 500 Catholic Values Custom ETF 1.4 29 11 4.1 -2.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 30 4.3 -2.6
ITAN Sparkline Intangible Value ETF 1.4 50 -10 6.3 -0.7
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 4.1 -2.9
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -9 4.9 -2.1
USSE Segall Bryant & Hamill Select Equity ETF 1.4 65 -25 3.1 -3.8
YOKE Yoke Core ETF 1.4 42 -2 3.8 -3.2
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 4.3 -2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.4 15 25 4.4 -2.6
DFUS Dimensional U.S. Equity ETF 1.4 9 31 4.2 -2.8
PSC Principal U.S. Small-Cap ETF 1.4 38 2 3.8 -3.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.4 14 26 4.3 -2.7
SPXV ProShares S&P 500 Ex-Health Care ETF 1.4 9 31 4.0 -3.0
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.1 -4.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.3 -2.7
RAUS RACWI US ETF 1.3 15 25 4.3 -2.7
XVV iShares ESG Screened S&P 500 ETF 1.3 8 32 4.2 -2.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.3 10 30 4.2 -2.8
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.2 -2.7
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 22 4.5 -2.5
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.3 -2.6
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.2 -2.7
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.3 3 37 4.5 -2.5
PBUS Invesco MSCI USA ETF 1.3 4 36 4.3 -2.7
IWB iShares Russell 1000 ETF 1.3 15 25 4.3 -2.7
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.3 -2.6
IWV iShares Russell 3000 ETF 1.3 20 20 4.1 -2.9
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.4 -1.6
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.2 -2.7
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.2 -2.8
VTWV Vanguard Russell 2000 Value ETF 1.3 10 30 5.1 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.3 -2.6
SNPE Xtrackers S&P 500 ESG ETF 1.3 10 30 4.5 -2.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 18 4.2 -2.7
IWN iShares Russell 2000 Value ETF 1.3 24 16 4.9 -2.0
SCHK Schwab 1000 Index ETF 1.3 5 35 4.4 -2.6
RSSL Global X Russell 2000 ETF 1.3 8 32 2.8 -4.2
IWM iShares Russell 2000 ETF 1.3 19 21 2.7 -4.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.3 9 31 4.2 -2.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 4 4.2 -2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.4 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.3 7 33 4.2 -2.8
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.4 -2.6
IWO iShares Russell 2000 Growth ETF 1.3 24 16 0.5 -6.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.3 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.5 -2.5
CHRI Global X S&P 500 Christian Values ETF 1.2 29 11 4.0 -2.9
BKLC BNY Mellon US Large Cap Core Equity ETF 1.2 0 40 4.3 -2.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 20 4.1 -2.9
VV Vanguard Large-Cap ETF 1.2 4 36 4.2 -2.8
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 3.8 -3.2
VOTE TCW Transform 500 ETF 1.2 5 35 4.2 -2.8
DGT State Street SPDR Global Dow ETF 1.2 50 -10 5.8 -1.2
QUAL iShares MSCI USA Quality Factor ETF 1.2 15 25 4.5 -2.5
STRV Strive 500 ETF 1.2 5 35 4.2 -2.8
VOO Vanguard S&P 500 ETF 1.2 3 37 4.3 -2.6
SFGV Sequoia Global Value ETF 1.2 23 17 7.2 +0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.2 10 30 4.4 -2.6
GXLC Global X U.S. 500 ETF 1.2 2 38 4.2 -2.8
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.4 -2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.2 52 -12 5.3 -1.7
SIXS ETC 6 Meridian Small Cap Equity ETF 1.2 89 -49 8.0 +1.0
SPYM State Street SPDR Portfolio S&P 500 ETF 1.2 2 38 4.3 -2.6
ILCB iShares Morningstar U.S. Equity ETF 1.2 3 37 4.2 -2.8
AUSF Global X Adaptive U.S. Factor ETF 1.2 27 13 8.1 +1.1
SPY SPDR S&P 500 ETF 1.2 9 31 4.3 -2.7
IVV iShares Core S&P 500 ETF 1.2 3 37 4.3 -2.6
XSLV Invesco S&P SmallCap Low Volatility ETF 1.2 25 15 7.5 +0.5
FYC First Trust Small Cap Growth AlphaDEX Fund 1.2 71 -31 -0.6 -7.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.2 18 22 4.0 -2.9
WLDR Affinity World Leaders Equity ETF 1.2 67 -27 6.4 -0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 4.9 -2.0
FSST Fidelity Sustainable U.S. Equity ETF 1.2 59 -19 3.3 -3.6
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -2 3.7 -3.3
VTWO Vanguard Russell 2000 ETF 1.1 7 33 2.9 -4.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.1 30 10 4.2 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.1 79 -39 4.2 -2.8
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -50 8.1 +1.2
UDI USCF Dividend Income Fund 1.1 65 -25 6.7 -0.3
RVRB Reverb ETF 1.1 30 10 4.0 -2.9
RGEF Rockefeller Global Equity ETF 1.1 55 -15 3.9 -3.1
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -39 3.4 -3.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.1 38 2 5.2 -1.7
DAK Dakota Active Equity ETF 1.0 43 -3 3.8 -3.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 28 3.6 -3.4
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -49 4.5 -2.4
SFY SoFi Select 500 ETF 1.0 0 40 3.9 -3.1
STXD Strive 1000 Dividend Growth ETF 1.0 35 5 4.4 -2.5
ACVF American Conservative Values ETF 1.0 75 -35 3.8 -3.2
VTWG Vanguard Russell 2000 Growth ETF 1.0 10 30 0.7 -6.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.5 -2.5
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 2 8.2 +1.3
RUNN Running Oak Efficient Growth ETF 1.0 58 -18 4.7 -2.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.0 35 5 3.1 -3.8
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.0 -1.0
FQAL Fidelity Quality Factor ETF 1.0 15 25 4.9 -2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 34 3.5 -3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.9 32 8 4.1 -2.9
USEW Cambria US EW ETF 0.9 30 10 4.2 -2.8
TOK iShares MSCI Kokusai ETF 0.9 26 14 4.4 -2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.9 30 10 2.8 -4.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 9.7 +2.7
XSMO Invesco S&P SmallCap Momentum ETF 0.9 39 1 3.7 -3.3
GRPM Invesco S&P MidCap 400 GARP ETF 0.9 35 5 6.9 -0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 5 4.5 -2.4
CSMD Congress SMid Growth ETF 0.9 69 -29 3.6 -3.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -24 1.3 -5.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.9 19 21 5.1 -1.8
FFND Future Fund Active ETF 0.9 100 -60 4.3 -2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 0.9 27 13 6.5 -0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 -2.2
IWL iShares Russell Top 200 ETF 0.9 15 25 4.0 -3.0
URTH iShares MSCI World ETF 0.9 24 16 4.4 -2.6
VALQ American Century U.S. Quality Value ETF 0.9 29 11 7.2 +0.3
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 5.1 -1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.5 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -19 1.9 -5.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -20 3.5 -3.4
DBSC Deepwater Beachfront Small Cap ETF 0.8 85 -45 1.2 -5.8
THRO iShares U.S. Thematic Rotation Active ETF 0.8 90 -50 3.3 -3.7
VT Vanguard Total World Stock ETF 0.8 6 34 5.1 -1.9
GEW Cambria Global EW ETF 0.8 29 11 5.4 -1.5
DUHP Dimensional US High Profitability ETF 0.8 21 19 5.2 -1.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -7 7.9 +1.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.8 20 20 4.6 -2.3
FDG American Century Focused Dynamic Growth ETF 0.8 45 -5 1.7 -5.2
KONG Formidable Fortress ETF 0.8 89 -49 5.2 -1.8
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.8 -2.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -20 4.8 -2.2
AESR Anfield U.S. Equity Sector Rotation ETF 0.7 108 -68 3.0 -4.0
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -9 4.0 -3.0
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 7.7 +0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 10 3.8 -3.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 5 8.8 +1.9
MVPA Miller Value Partners Appreciation ETF 0.7 60 -20 9.8 +2.8
MGC Vanguard Mega Cap ETF 0.7 7 33 4.0 -3.0
ABLS Abacus FCF Small Cap Leaders ETF 0.7 59 -19 4.8 -2.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.7 95 -55 -0.5 -7.5
VBK Vanguard Small-Cap Growth ETF 0.7 7 33 1.3 -5.7
FMTM MarketDesk Focused U.S. Momentum ETF 0.7 45 -5 4.9 -2.0
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -35 6.0 -0.9
SNPV Xtrackers S&P 500 Value ESG ETF 0.7 15 25 5.7 -1.3
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.6 52 -12 5.0 -2.0
ALIL Argent Focused Small Cap ETF 0.6 74 -34 5.8 -1.2
SPIT F/m Emerald Special Situations ETF 0.6 105 -65 -0.7 -7.7
LRGC AB US Large Cap Strategic Equities ETF 0.6 48 -8 3.9 -3.1
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 5 3.5 -3.5
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.7 -1.3
CGUS Capital Group Core Equity ETF 0.6 33 7 3.6 -3.3
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 1.5 -5.4
FDLS Inspire Fidelis Multi Factor ETF 0.6 76 -36 3.3 -3.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -7.9
DURA VanEck Durable High Dividend ETF 0.6 29 11 6.5 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 3.4 -3.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -30 2.1 -4.9
FEGE First Eagle Global Equity ETF 0.5 79 -39 6.0 -1.0
GSPY Gotham Enhanced 500 ETF 0.5 50 -10 4.5 -2.4
VIDI Vident International Equity Strategy ETF 0.5 61 -21 8.3 +1.3
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.6 -3.4
TTAC FCF US Quality ETF 0.5 59 -19 5.4 -1.6
TMFC Motley Fool 100 Index ETF 0.5 50 -10 3.0 -3.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 4.0 -3.0
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 7.3 +0.3
NANC Unusual Whales Subversive Democratic Trading ETF 0.5 75 -35 3.0 -3.9
OEI Optimized Equity Income ETF 0.5 75 -35 3.5 -3.5
AVUQ Avantis U.S. Quality ETF 0.5 15 25 3.6 -3.4
IWP iShares Russell Mid-Cap Growth ETF 0.5 23 17 2.9 -4.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 12 5.0 -2.0
TXS Texas Capital Texas Equity Index ETF 0.4 49 -9 5.1 -1.9
ICAP InfraCap Equity Income Fund ETF 0.4 171 -131 4.4 -2.6
ISRA VanEck Israel ETF 0.4 59 -19 5.8 -1.2
FINX Global X FinTech ETF 0.4 68 -28 2.8 -4.2
ITEQ BlueStar Israel Technology ETF 0.4 75 -35 1.2 -5.8
AZTD Aztlan Global Stock Selection DM SMID ETF 0.4 75 -35 4.1 -2.9
FFOX FundX Future Fund Opportunities ETF 0.4 100 -60 2.4 -4.6
AQLT iShares MSCI Global Quality Factor ETF 0.4 18 22 0.0 -7.0
WSGE Warren Street Global Equity ETF 0.4 80 -40 2.9 -4.1
FFF Founders 100 ETF 0.4 75 -35 2.5 -4.4
ILCG iShares Morningstar Growth ETF 0.4 4 36 3.1 -3.9
PINK Simplify Health Care ETF 0.4 50 -10 0.9 -6.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 0.4 65 -25 0.6 -6.4
HEAL Global X HealthTech ETF 0.4 50 -10 -1.5 -8.4
RNIN Bushido Capital US SMID Cap Equity ETF 0.4 70 -30 10.9 +3.9
TCV Towle Value ETF 0.4 85 -45 10.2 +3.2
IUSG iShares Core S&P U.S. Growth ETF 0.3 4 36 3.2 -3.8
IWC iShares Micro-Cap ETF 0.3 60 -20 -1.4 -8.4
VOT Vanguard Mid-Cap Growth ETF 0.3 7 33 3.2 -3.8
FLQL Franklin LibertyQ U.S. Equity ETF 0.3 15 25 4.7 -2.3
TEXN iShares Texas Equity ETF 0.3 20 20 5.2 -1.8
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.0 -4.0
VOOG Vanguard S&P 500 Growth ETF 0.3 7 33 3.1 -3.9
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.0 -0.0
IVW iShares S&P 500 Growth ETF 0.3 18 22 3.0 -4.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.3 4 36 3.1 -3.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.3 42 -2 4.3 -2.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.3 60 -20 6.9 -0.0
CGGR Capital Group Growth ETF 0.3 39 1 2.5 -4.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 9.1 +2.2
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 3.3 -3.6
PFI Invesco Dorsey Wright Financial Momentum ETF 0.2 60 -20 4.8 -2.2
COPY Tweedy, Browne Insider + Value ETF 0.2 80 -40 15.2 +8.2
JGRO JPMorgan Active Growth ETF 0.2 44 -4 2.4 -4.5
STXG Strive 1000 Growth ETF 0.2 18 22 3.3 -3.7
MFVL Motley Fool Value Factor ETF 0.2 50 -10 5.7 -1.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.2 20 20 0.8 -6.1
QGRO American Century U.S. Quality Growth ETF 0.2 29 11 3.9 -3.1
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 25 2.6 -4.4
ARB AltShares Merger Arbitrage ETF 0.1 77 -37 2.6 -4.3
GINX SGI Enhanced Global Income ETF 0.1 98 -58 6.7 -0.2
NIXT Research Affiliates Deletions ETF 0.1 9 31 6.6 -0.3
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 16.0 +9.0
PAWZ ProShares Pet Care ETF 0.1 50 -10 3.8 -3.2
FPX First Trust US Equity Opportunities ETF 0.1 61 -21 0.9 -6.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 28 3.5 -3.5
MFIG Motley Fool Innovative Growth Factor ETF 0.1 50 -10 2.8 -4.2
IWF iShares Russell 1000 Growth ETF 0.1 19 21 3.4 -3.5
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.6 -3.4
MFMO Motley Fool Momentum Factor ETF 0.0 50 -10 2.1 -4.8
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 3.6 -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 12.2 %
Divided by: Fwd. P/BV 1.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.76 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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