iShares U.S. Regional Banks ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
iShares Dow Jones US Regional Banks Index Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones US Select Regional Banks Index. |
Category | US Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | May 01, 2006 |
Assets (mns) | $641 |
Currency | USD |
Expense ratio | 40 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 34 |
Wgt avg mkt cap (mns) | $31,512 |
Large cap (>$10bn) | 71.0% |
Mid cap ($2-10bn) | 28.9% |
Small cap (<$2bn) | 0.1% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PNC FINANCIAL SERVICES GROUP | 14.1 % |
US BANCORP | 14.0 % |
TRUIST FINANCIAL CORPORATION | 11.0 % |
M & T BANK CORP | 6.3 % |
HUNTINGTON BANCSHARES INC | 4.8 % |
FIFTH THIRD BANCORP | 4.5 % |
REGIONS FINANCIAL CORP | 4.2 % |
CITIZENS FINANCIAL GROUP, INC. | 3.7 % |
KEYCORP | 3.3 % |
EAST WEST BANCORP INC | 2.7 % | Total | 68.5 % |
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UNITED STATES | 98.5 % |
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PUERTO RICO | 1.5 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-12.9% | 9.2% | 8.4% | 4.9% | 1.7% |
versus... | Beta | R-squared |
S&P500 | 1.10 | 31% |
MSCI EAFE | 1.00 | 27% |
MSCI Emg. Mkts. | 0.72 | 14% |
Recent close | $48.56 |
30d moving avg. | $43.31 |
Annualized volatility | 32.6% |
Short interest (ETF) | 3.2% |
Short interest (Underlying) | 1.7% |
Relative strength (RSI) | 50 |
Avg. volume (thou.) | 269 |
Turnover | 2.0% |
Bid/Ask (% of price) | 0.04% |
ADV underlying (mns) | $2,131 |
FINDING ALTERNATIVE FUNDS
Below is a list of 455 potential alternatives to the iShares U.S. Regional Banks ETF ETF based on the alternatives' overlap in portfolio holdings with IAT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | IAT | Expense: | 40 bp | ALTAR Score™: | 9.9% |
Ticker | Fund Name |
Overlap1 vs IAT (%) |
Expense ratio (bp) |
Savings vs IAT (bp) |
ALTAR Score™ (%) |
ALTAR vs IAT (%) |
FTXO | First Trust Nasdaq Bank ETF | 51.9 | 60 | -20 | 9.3 | -0.5 |
KRE | SPDR S&P Regional Banking ETF | 45.3 | 35 | 5 | 10.2 | +0.4 |
KBWB | Invesco KBW Bank ETF | 39.4 | 35 | 5 | 8.6 | -1.2 |
KBE | SPDR S&P Bank ETF | 33.3 | 35 | 5 | 9.9 | +0.0 |
KBWR | Invesco KBW Regional Banking ETF | 24.2 | 35 | 5 | 9.8 | -0.1 |
FOVL | iShares Focused Value Factor ETF | 17.3 | 25 | 15 | 10.1 | +0.2 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 17.2 | 39 | 1 | 10.8 | +0.9 |
DFNL | Davis Select Financial ETF | 17.2 | 63 | -23 | 7.8 | -2.1 |
FXO | First Trust Financials AlphaDEX Fund | 16.3 | 62 | -22 | 8.5 | -1.3 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 13.9 | 39 | 1 | 9.8 | -0.0 |
DVY | iShares Select Dividend ETF | 12.5 | 38 | 2 | 9.4 | -0.5 |
RSPF | Invesco S&P 500 Equal Weight Financials ETF | 12.0 | 40 | 0 | 6.8 | -3.0 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 10.5 | 45 | -5 | 9.5 | -0.3 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 8.5 | 40 | 0 | 7.2 | -2.6 |
JHSC | John Hancock Multifactor Small Cap ETF | 8.1 | 42 | -2 | 7.0 | -2.9 |
QABA | First Trust NASDAQ ABA Community Bank Index Fund | 8.1 | 60 | -20 | 9.1 | -0.7 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 8.0 | 7 | 33 | 9.9 | +0.1 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 8.0 | 75 | -35 | 5.8 | -4.0 |
IYG | iShares US Financial Services ETF | 7.7 | 40 | 0 | 5.5 | -4.4 |
DFSV | Dimensional US Small Cap Value ETF | 7.7 | 31 | 9 | 10.8 | +1.0 |
IYF | iShares U.S. Financials ETF | 7.5 | 40 | 0 | 6.1 | -3.8 |
FTDS | First Trust Dividend Strength ETF | 7.1 | 70 | -30 | 7.8 | -2.0 |
DON | WisdomTree U.S. MidCap Dividend Fund | 7.1 | 38 | 2 | 8.9 | -0.9 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 6.9 | 18 | 22 | 9.2 | -0.7 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 6.8 | 39 | 1 | 8.5 | -1.4 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 6.8 | 15 | 25 | 9.2 | -0.7 |
HWSM | Hotchkis & Wiley SMID Cap Diversified Value ETF | 6.7 | 55 | -15 | 10.6 | +0.8 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 6.7 | 15 | 25 | 9.2 | -0.6 |
ICAP | InfraCap Equity Income Fund ETF | 6.7 | 171 | -131 | 7.0 | -2.8 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 6.7 | 60 | -20 | 8.2 | -1.6 |
SMCF | Themes US Small Cap Cash Flow Champions ETF | 6.6 | 29 | 11 | 13.2 | +3.3 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 6.3 | 60 | -20 | 6.9 | -2.9 |
DUSA | Davis Select U.S. Equity ETF | 6.3 | 61 | -21 | 7.7 | -2.1 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 6.3 | 60 | -20 | 7.8 | -2.1 |
MAVF | Matrix Advisors Value ETF | 6.3 | 75 | -35 | 6.2 | -3.7 |
ISCV | iShares Morningstar Small Cap Value ETF | 6.2 | 6 | 34 | 9.7 | -0.2 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 6.2 | 35 | 5 | 7.9 | -1.9 |
FNCL | Fidelity MSCI Financials Index ETF | 6.2 | 8 | 32 | 6.4 | -3.5 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 6.2 | 38 | 2 | 7.9 | -2.0 |
DFAT | Dimensional U.S. Targeted Value ETF | 6.2 | 28 | 12 | 10.0 | +0.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 6.1 | 15 | 25 | 7.5 | -2.3 |
SDOG | ALPS Sector Dividend Dogs ETF | 6.1 | 36 | 4 | 9.5 | -0.3 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.0 | 12 | 28 | 7.3 | -2.5 |
VFH | Vanguard Financials ETF | 5.9 | 10 | 30 | 6.5 | -3.4 |
USCF | Themes US Cash Flow Champions ETF | 5.7 | 29 | 11 | 9.1 | -0.7 |
DHS | WisdomTree U.S. High Dividend Fund | 5.6 | 38 | 2 | 8.3 | -1.5 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.5 | 15 | 25 | 8.2 | -1.7 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.5 | 24 | 16 | 7.4 | -2.4 |
FLDZ | RiverNorth Patriot ETF | 5.5 | 75 | -35 | 5.8 | -4.0 |
IJH | iShares Core S&P Mid-Cap ETF | 5.5 | 5 | 35 | 7.6 | -2.2 |
RDVY | First Trust Rising Dividend Achievers ETF | 5.5 | 50 | -10 | 7.6 | -2.3 |
AUSF | Global X Adaptive U.S. Factor ETF | 5.4 | 27 | 13 | 9.3 | -0.6 |
NUSC | Nuveen ESG Small-Cap ETF | 5.3 | 31 | 9 | 5.6 | -4.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 5.3 | 29 | 11 | 4.8 | -5.1 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.3 | 10 | 30 | 7.6 | -2.3 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 5.3 | 3 | 37 | 7.6 | -2.2 |
WBIY | WBI Power Factor High Dividend ETF | 5.2 | 100 | -60 | 17.1 | +7.3 |
LGCF | Themes US Cash Flow Champions ETF | 5.1 | 30 | 10 | 8.5 | -1.4 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 5.1 | 50 | -10 | 5.7 | -4.2 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 5.0 | 59 | -19 | 9.3 | -0.5 |
EZM | WisdomTree U.S. MidCap Fund | 5.0 | 38 | 2 | 9.4 | -0.5 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 5.0 | 30 | 10 | 8.9 | -0.9 |
NUDV | Nuveen ESG Dividend ETF | 4.9 | 26 | 14 | 7.5 | -2.4 |
XMMO | Invesco S&P MidCap Momentum ETF | 4.8 | 34 | 6 | 5.5 | -4.3 |
ULVM | VictoryShares US Value Momentum ETF | 4.7 | 20 | 20 | 7.4 | -2.4 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.7 | 60 | -20 | 7.8 | -2.0 |
UDI | USCF Dividend Income Fund | 4.7 | 65 | -25 | 8.4 | -1.5 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 4.6 | 52 | -12 | 10.2 | +0.3 |
VBR | Vanguard Small Cap Value ETF | 4.6 | 7 | 33 | 9.4 | -0.5 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 4.5 | 5 | 35 | 8.1 | -1.7 |
FFSM | Fidelity Fundamental Small-Mid Cap ETF | 4.5 | 43 | -3 | 6.3 | -3.6 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 4.5 | 70 | -30 | 11.7 | +1.8 |
XLF | Financial Select Sector SPDR Fund | 4.5 | 8 | 32 | 5.8 | -4.0 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 4.3 | 70 | -30 | 2.9 | -7.0 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 4.3 | 39 | 1 | 8.6 | -1.3 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 4.3 | 60 | -20 | 10.1 | +0.2 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 4.3 | 50 | -10 | 8.3 | -1.6 |
JVAL | JPMorgan U.S. Value Factor ETF | 4.2 | 12 | 28 | 8.6 | -1.2 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 4.2 | 27 | 13 | 7.0 | -2.8 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.1 | 17 | 23 | 6.0 | -3.9 |
VFVA | Vanguard U.S. Value Factor ETF | 4.1 | 13 | 27 | 11.5 | +1.6 |
LYLD | Cambria Large Cap Shareholder Yield ETF | 4.1 | 59 | -19 | 9.9 | +0.0 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 4.0 | 4 | 36 | 6.3 | -3.5 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.0 | 7 | 33 | 6.3 | -3.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.0 | 15 | 25 | 6.0 | -3.8 |
STXM | Strive Mid-Cap ETF | 4.0 | 18 | 22 | 6.5 | -3.4 |
PWV | Invesco Large Cap Value ETF | 4.0 | 55 | -15 | 7.5 | -2.3 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.9 | 15 | 25 | 6.0 | -3.9 |
DFAS | Dimensional U.S. Small Cap ETF | 3.9 | 26 | 14 | 6.8 | -3.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 3.9 | 67 | -27 | 10.5 | +0.6 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 3.8 | 52 | -12 | 7.0 | -2.8 |
AIRR | First Trust RBA American Industrial Renaissance ETF | 3.8 | 70 | -30 | 5.8 | -4.0 |
ETHO | Etho Climate Leadership U.S. ETF | 3.7 | 47 | -7 | 5.6 | -4.2 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 3.7 | 6 | 34 | 8.4 | -1.5 |
TBG | TBG Dividend Focus ETF | 3.7 | 59 | -19 | 8.0 | -1.9 |
LST | Leuthold Select Industries ETF | 3.7 | 91 | -51 | 5.6 | -4.2 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 3.7 | 20 | 20 | 9.8 | -0.1 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 3.7 | 35 | 5 | 9.4 | -0.4 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.6 | 4 | 36 | 6.9 | -3.0 |
SMAP | Amplify Small-Mid Cap Equity ETF | 3.6 | 60 | -20 | 5.5 | -4.3 |
MAGA | Point Bridge America First ETF | 3.6 | 72 | -32 | 6.0 | -3.9 |
SVAL | iShares US Small Cap Value Factor ETF | 3.5 | 20 | 20 | 11.2 | +1.3 |
SPDV | AAM S&P 500 High Dividend Value ETF | 3.5 | 29 | 11 | 10.9 | +1.1 |
VFMO | Vanguard U.S. Momentum Factor ETF | 3.5 | 13 | 27 | 3.2 | -6.7 |
JHMM | John Hancock Multifactor Mid Cap ETF | 3.4 | 42 | -2 | 6.5 | -3.3 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd ETF | 3.4 | 35 | 5 | 9.6 | -0.3 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 3.3 | 17 | 23 | 6.1 | -3.8 |
FSMD | Fidelity Small-Mid Multifactor ETF | 3.3 | 15 | 25 | 7.3 | -2.6 |
ISCB | iShares Morningstar Small-Cap ETF | 3.3 | 4 | 36 | 6.3 | -3.5 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 3.3 | 25 | 15 | 8.2 | -1.7 |
FBCV | Fidelity Blue Chip Value ETF | 3.3 | 59 | -19 | 7.5 | -2.3 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 3.3 | 24 | 16 | 8.0 | -1.8 |
SFYX | SoFi Next 500 ETF | 3.3 | 0 | 40 | 5.9 | -4.0 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 3.2 | 13 | 27 | 10.2 | +0.4 |
ACSI | American Customer Satisfaction ETF | 3.2 | 65 | -25 | 4.9 | -5.0 |
YALL | God Bless America ETF | 3.2 | 65 | -25 | 3.7 | -6.1 |
FLV | American Century Focused Large Cap Value ETF | 3.2 | 42 | -2 | 6.8 | -3.1 |
FSCS | First Trust SMID Capital Strength ETF | 3.0 | 60 | -20 | 6.9 | -3.0 |
IWN | iShares Russell 2000 Value ETF | 3.0 | 24 | 16 | 8.1 | -1.7 |
ISMD | Inspire Small/Mid Cap ETF | 3.0 | 54 | -14 | 6.1 | -3.7 |
RPV | Invesco S&P 500 Pure Value ETF | 3.0 | 35 | 5 | 10.8 | +1.0 |
VTWV | Vanguard Russell 2000 Value ETF | 2.9 | 15 | 25 | 8.1 | -1.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 2.9 | 60 | -20 | 10.1 | +0.2 |
SCHD | Schwab US Dividend Equity ETF | 2.9 | 6 | 34 | 9.9 | +0.1 |
STXV | Strive 1000 Value ETF | 2.9 | 18 | 22 | 8.3 | -1.6 |
IWS | iShares Russell Mid-Cap Value ETF | 2.9 | 23 | 17 | 6.9 | -2.9 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 2.9 | 35 | 5 | 14.0 | +4.1 |
VFMF | Vanguard U.S. Multifactor ETF | 2.9 | 18 | 22 | 8.3 | -1.6 |
VOE | Vanguard Mid-Cap Value ETF | 2.8 | 7 | 33 | 7.8 | -2.1 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 2.8 | 38 | 2 | 4.8 | -5.0 |
DFUV | Dimensional US Marketwide Value ETF | 2.8 | 22 | 18 | 8.0 | -1.9 |
DGRO | iShares Core Dividend Growth ETF | 2.7 | 8 | 32 | 6.6 | -3.3 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 2.7 | 39 | 1 | 9.8 | -0.1 |
OSCV | Opus Small Cap Value ETF | 2.7 | 79 | -39 | 6.9 | -3.0 |
VB | Vanguard Small-Cap ETF | 2.7 | 5 | 35 | 6.3 | -3.5 |
CVY | Invesco Zacks Multi-Asset Income ETF | 2.7 | 106 | -66 | 12.3 | +2.5 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 2.7 | 15 | 25 | 6.5 | -3.3 |
AFMC | First Trust Active Factor Mid Cap ETF | 2.6 | 65 | -25 | 8.7 | -1.1 |
AVUV | Avantis U.S. Small Cap Value ETF | 2.6 | 25 | 15 | 10.5 | +0.7 |
CGDG | Capital Group Dividend Growers ETF | 2.6 | 47 | -7 | 6.3 | -3.5 |
TMDV | ProShares Russell US Dividend Growers ETF | 2.6 | 35 | 5 | 6.4 | -3.4 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 2.5 | 39 | 1 | 6.1 | -3.8 |
BFOR | ALPS Barron's 400 ETF | 2.5 | 65 | -25 | 6.1 | -3.8 |
SCHA | Schwab U.S. Small-Cap ETF | 2.5 | 4 | 36 | 6.5 | -3.4 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.5 | 59 | -19 | 6.2 | -3.7 |
IXG | iShares Global Financials ETF | 2.5 | 42 | -2 | 6.8 | -3.0 |
JPEF | JPMorgan Equity Focus ETF | 2.5 | 50 | -10 | 4.5 | -5.4 |
AVSU | Avantis Responsible U.S. Equity ETF | 2.5 | 15 | 25 | 6.3 | -3.6 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 2.5 | 15 | 25 | 7.0 | -2.9 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.4 | 12 | 28 | 7.8 | -2.1 |
DIVB | iShares Core Dividend ETF | 2.4 | 5 | 35 | 7.9 | -2.0 |
VYM | Vanguard High Dividend Yield Index ETF | 2.4 | 6 | 34 | 7.4 | -2.5 |
VAMO | Cambria Value & Momentum ETF | 2.4 | 61 | -21 | 6.7 | -3.1 |
PY | Principal Value ETF | 2.4 | 15 | 25 | 7.4 | -2.4 |
MOAT | VanEck Morningstar Wide Moat ETF | 2.4 | 46 | -6 | 5.9 | -4.0 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 2.4 | 50 | -10 | 7.5 | -2.4 |
MVAL | VanEck Morningstar Wide Moat Value ETF | 2.4 | 49 | -9 | 6.6 | -3.3 |
TPSC | Timothy Plan US Small Cap Core ETF | 2.4 | 52 | -12 | 7.1 | -2.8 |
SDY | SPDR S&P Dividend ETF | 2.3 | 35 | 5 | 6.5 | -3.3 |
VXF | Vanguard Extended Market ETF | 2.3 | 6 | 34 | 5.0 | -4.9 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.3 | 55 | -15 | 5.0 | -4.9 |
DTD | WisdomTree U.S. Total Dividend Fund | 2.3 | 28 | 12 | 6.5 | -3.4 |
JAVA | JPMorgan Active Value ETF | 2.3 | 44 | -4 | 6.6 | -3.3 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.2 | 26 | 14 | 6.4 | -3.5 |
DEW | WisdomTree Global High Dividend Fund | 2.2 | 58 | -18 | 8.8 | -1.1 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 2.2 | 20 | 20 | 6.6 | -3.2 |
STXK | Strive Small-Cap ETF | 2.2 | 18 | 22 | 6.4 | -3.4 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 2.1 | 25 | 15 | 6.0 | -3.9 |
CSA | VictoryShares US Small Cap Volatility Wtd ETF | 2.1 | 35 | 5 | 8.1 | -1.8 |
IWR | iShares Russell Midcap ETF | 2.1 | 19 | 21 | 5.9 | -3.9 |
HLGE | Hartford Longevity Economy ETF | 2.1 | 44 | -4 | 6.4 | -3.4 |
COPY | Tweedy, Browne Insider + Value ETF | 2.1 | 80 | -40 | 12.6 | +2.7 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 2.1 | 4 | 36 | 6.3 | -3.5 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.1 | 39 | 1 | 7.1 | -2.8 |
DFLV | Dimensional US Large Cap Value ETF | 2.0 | 22 | 18 | 8.2 | -1.7 |
QLTY | GMO U.S. Quality ETF | 2.0 | 50 | -10 | 4.9 | -5.0 |
SMMD | iShares Russell 2500 ETF | 2.0 | 15 | 25 | 6.6 | -3.3 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 2.0 | 35 | 5 | 5.3 | -4.5 |
VLUE | iShares MSCI USA Value Factor ETF | 2.0 | 15 | 25 | 10.2 | +0.3 |
SMRI | Bushido Capital US Equity ETF | 2.0 | 71 | -31 | 9.5 | -0.4 |
RNMC | First Trust Mid Cap US Equity Select ETF | 1.9 | 60 | -20 | 6.2 | -3.6 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 1.9 | 37 | 3 | 6.2 | -3.6 |
SWP | SWP Growth & Income ETF | 1.9 | 99 | -59 | 4.5 | -5.4 |
HOMZ | Hoya Capital Housing ETF | 1.9 | 30 | 10 | 8.8 | -1.0 |
BGIG | Bahl & Gaynor Income Growth ETF | 1.9 | 45 | -5 | 5.5 | -4.3 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 1.9 | 31 | 9 | 7.1 | -2.8 |
AVUS | Avantis U.S. Equity ETF | 1.8 | 15 | 25 | 6.1 | -3.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 1.8 | 9 | 31 | 6.2 | -3.7 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 1.8 | 28 | 12 | 6.2 | -3.7 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 1.8 | 12 | 28 | 6.7 | -3.2 |
DVND | Touchstone Dividend Select ETF | 1.8 | 67 | -27 | 6.0 | -3.8 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 1.8 | 52 | -12 | 6.9 | -3.0 |
IMCB | iShares Morningstar Mid-Cap ETF | 1.8 | 4 | 36 | 6.1 | -3.7 |
RSP | Invesco S&P 500 Equal Weight ETF | 1.8 | 20 | 20 | 6.5 | -3.3 |
CSMD | Congress SMid Growth ETF | 1.8 | 69 | -29 | 4.0 | -5.9 |
RSMC | Rockefeller U.S. Small-Mid Cap ETF | 1.8 | 75 | -35 | 4.9 | -4.9 |
NULC | Nuveen ESG Large-Cap ETF | 1.8 | 21 | 19 | 4.9 | -5.0 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.8 | 24 | 16 | 8.2 | -1.6 |
MVPA | Miller Value Partners Appreciation ETF | 1.7 | 60 | -20 | 8.5 | -1.4 |
IWD | iShares Russell 1000 Value ETF | 1.7 | 19 | 21 | 6.6 | -3.3 |
VONV | Vanguard Russell 1000 Value ETF | 1.7 | 8 | 32 | 6.7 | -3.1 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.7 | 20 | 20 | 7.1 | -2.8 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 1.7 | 60 | -20 | 6.4 | -3.5 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.7 | 38 | 2 | 6.2 | -3.7 |
ROUS | Hartford Multifactor US Equity ETF | 1.7 | 19 | 21 | 7.2 | -2.7 |
IUSV | iShares Core S&P US Value ETF | 1.6 | 4 | 36 | 6.7 | -3.2 |
GINX | SGI Enhanced Global Income ETF | 1.6 | 98 | -58 | 7.4 | -2.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 1.6 | 4 | 36 | 6.9 | -2.9 |
RSSL | Global X Russell 2000 ETF | 1.6 | 8 | 32 | 4.7 | -5.1 |
IWM | iShares Russell 2000 ETF | 1.6 | 19 | 21 | 4.7 | -5.1 |
VTWO | Vanguard Russell 2000 ETF | 1.6 | 10 | 30 | 4.7 | -5.1 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 1.6 | 35 | 5 | 7.1 | -2.7 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.6 | 17 | 23 | 5.8 | -4.1 |
VO | Vanguard Mid-Cap ETF | 1.6 | 4 | 36 | 5.9 | -4.0 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 1.6 | 35 | 5 | 5.9 | -3.9 |
GDIV | Harbor Dividend Growth Leaders ETF | 1.6 | 50 | -10 | 5.3 | -4.5 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 1.6 | 40 | 0 | 5.9 | -4.0 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.5 | 15 | 25 | 6.1 | -3.7 |
ARB | AltShares Merger Arbitrage ETF | 1.5 | 77 | -37 | 3.9 | -5.9 |
QDF | FlexShares Quality Dividend Index Fund | 1.5 | 37 | 3 | 6.5 | -3.3 |
VTV | Vanguard Value ETF | 1.5 | 4 | 36 | 7.1 | -2.8 |
EUSA | iShares MSCI USA Equal Weighted ETF | 1.5 | 9 | 31 | 6.2 | -3.7 |
MOTE | VanEck Morningstar ESG Moat ETF | 1.4 | 49 | -9 | 5.8 | -4.1 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.4 | 25 | 15 | 7.4 | -2.4 |
PDP | Invesco Dorsey Wright Momentum ETF | 1.4 | 62 | -22 | 3.7 | -6.1 |
FDVV | Fidelity High Dividend ETF | 1.4 | 15 | 25 | 8.1 | -1.8 |
SIZE | iShares MSCI USA Size Factor ETF | 1.4 | 15 | 25 | 5.9 | -3.9 |
CZA | Invesco Zacks Mid-Cap ETF | 1.4 | 72 | -32 | 6.5 | -3.4 |
USXF | iShares ESG Advanced MSCI USA ETF | 1.4 | 10 | 30 | 4.8 | -5.0 |
ILCV | iShares Morningstar Value ETF | 1.4 | 4 | 36 | 6.8 | -3.1 |
BKWO | BNY Mellon Women's Opportunities ETF | 1.4 | 50 | -10 | 3.8 | -6.1 |
VOOV | Vanguard S&P 500 Value ETF | 1.3 | 10 | 30 | 6.5 | -3.4 |
IVE | iShares S&P 500 Value ETF | 1.3 | 18 | 22 | 6.4 | -3.5 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 1.3 | 4 | 36 | 6.5 | -3.3 |
DCOR | Dimensional US Core Equity 1 ETF | 1.3 | 14 | 26 | 5.6 | -4.3 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 1.3 | 80 | -40 | 7.0 | -2.9 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 1.3 | 9 | 31 | 5.0 | -4.9 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.3 | 25 | 15 | 7.4 | -2.5 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 1.3 | 18 | 22 | 6.9 | -2.9 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.3 | 64 | -24 | 2.3 | -7.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.3 | 14 | 26 | 5.1 | -4.7 |
JHML | John Hancock Multifactor Large Cap ETF | 1.3 | 29 | 11 | 5.5 | -4.3 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 1.2 | 60 | -20 | 5.9 | -4.0 |
FDWM | Fidelity Women's Leadership ETF | 1.2 | 59 | -19 | 5.2 | -4.7 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.2 | 81 | -41 | 3.1 | -6.8 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 1.2 | 15 | 25 | 5.1 | -4.7 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 1.2 | 30 | 10 | 8.2 | -1.7 |
VFQY | Vanguard U.S. Quality Factor ETF | 1.2 | 13 | 27 | 6.4 | -3.4 |
DFSU | Dimensional US Sustainability Core 1 ETF | 1.1 | 18 | 22 | 5.6 | -4.3 |
IWX | iShares Russell Top 200 Value ETF | 1.1 | 20 | 20 | 6.4 | -3.4 |
WLDR | Affinity World Leaders Equity ETF | 1.1 | 67 | -27 | 7.9 | -2.0 |
FMDE | Fidelity Enhanced Mid Cap ETF | 1.1 | 23 | 17 | 5.9 | -3.9 |
MGV | Vanguard Mega Cap Value ETF | 1.1 | 7 | 33 | 6.8 | -3.1 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 1.1 | 20 | 20 | 6.1 | -3.8 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 1.1 | 20 | 20 | 7.1 | -2.8 |
VSDA | VictoryShares Dividend Accelerator ETF | 1.1 | 35 | 5 | 7.0 | -2.8 |
GURU | Global X Guru Index ETF | 1.1 | 75 | -35 | 4.1 | -5.8 |
PFM | Invesco Dividend Achievers ETF | 1.1 | 53 | -13 | 5.4 | -4.4 |
EQIN | Columbia US Equity Income ETF | 1.1 | 35 | 5 | 7.0 | -2.9 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 1.1 | 15 | 25 | 4.4 | -5.5 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 1.1 | 25 | 15 | 7.8 | -2.1 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.1 | 18 | 22 | 7.8 | -2.1 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 1.1 | 15 | 25 | 9.4 | -0.4 |
DFAU | Dimensional US Core Equity Market ETF | 1.1 | 12 | 28 | 5.3 | -4.6 |
ESGV | Vanguard ESG U.S. Stock ETF | 1.1 | 9 | 31 | 4.9 | -4.9 |
ACVF | American Conservative Values ETF | 1.0 | 75 | -35 | 4.5 | -5.4 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.0 | 10 | 30 | 5.1 | -4.7 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 1.0 | 60 | -20 | 5.9 | -3.9 |
MBOX | Freedom Day Dividend ETF | 1.0 | 39 | 1 | 7.6 | -2.3 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.0 | 25 | 15 | 6.2 | -3.7 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.0 | 10 | 30 | 5.1 | -4.7 |
FQAL | Fidelity Quality Factor ETF | 1.0 | 15 | 25 | 5.7 | -4.1 |
EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 1.0 | 19 | 21 | 5.3 | -4.6 |
NIXT | Research Affiliates Deletions ETF | 1.0 | 9 | 31 | 5.8 | -4.1 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 1.0 | 9 | 31 | 5.7 | -4.2 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.0 | 10 | 30 | 5.3 | -4.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.0 | 20 | 20 | 5.3 | -4.6 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.0 | 15 | 25 | 7.6 | -2.2 |
RWL | Invesco S&P 500 Revenue ETF | 0.9 | 39 | 1 | 6.9 | -3.0 |
FCPI | Fidelity Stocks for Inflation ETF | 0.9 | 15 | 25 | 7.6 | -2.3 |
DEUS | Xtrackers Russell US Multifactor ETF | 0.9 | 17 | 23 | 7.0 | -2.8 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.9 | 40 | 0 | 7.5 | -2.4 |
EBI | Longview Advantage ETF | 0.9 | 35 | 5 | 6.9 | -3.0 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.9 | 12 | 28 | 4.7 | -5.2 |
DSI | iShares MSCI KLD 400 Social ETF | 0.9 | 25 | 15 | 5.1 | -4.8 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 0.9 | 80 | -40 | 8.1 | -1.8 |
MODL | VictoryShares WestEnd U.S. Sector ETF | 0.9 | 42 | -2 | 4.7 | -5.1 |
REVS | Columbia Research Enhanced Value ETF | 0.9 | 19 | 21 | 7.9 | -1.9 |
DURA | VanEck Durable High Dividend ETF | 0.9 | 29 | 11 | 8.7 | -1.1 |
DFUS | Dimensional U.S. Equity ETF | 0.9 | 9 | 31 | 5.1 | -4.8 |
IYY | iShares Dow Jones U.S. ETF | 0.9 | 20 | 20 | 5.0 | -4.8 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.9 | 3 | 37 | 5.4 | -4.5 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.9 | 35 | 5 | 5.3 | -4.5 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.9 | 3 | 37 | 5.1 | -4.7 |
SCHK | Schwab 1000 Index ETF | 0.9 | 5 | 35 | 5.3 | -4.6 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.9 | 11 | 29 | 5.1 | -4.7 |
SCHB | Schwab U.S. Broad Market ETF | 0.9 | 3 | 37 | 5.2 | -4.6 |
IWV | iShares Russell 3000 ETF | 0.9 | 20 | 20 | 5.0 | -4.9 |
VTI | Vanguard Total Stock Market ETF | 0.9 | 3 | 37 | 5.1 | -4.7 |
VEGN | US Vegan Climate ETF | 0.9 | 60 | -20 | 4.6 | -5.2 |
CGUS | Capital Group Core Equity ETF | 0.9 | 33 | 7 | 4.6 | -5.3 |
VTHR | Vanguard Russell 3000 ETF | 0.8 | 10 | 30 | 5.1 | -4.8 |
PTL | Inspire 500 ETF | 0.8 | 9 | 31 | 5.5 | -4.4 |
VIG | Vanguard Dividend Appreciation ETF | 0.8 | 6 | 34 | 5.7 | -4.1 |
FELV | Fidelity Enhanced Large Cap Value ETF | 0.8 | 18 | 22 | 6.9 | -3.0 |
TPHD | Timothy Plan High Dividend Stock ETF | 0.8 | 52 | -12 | 7.0 | -2.9 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 0.8 | 54 | -14 | 7.3 | -2.6 |
JHDV | John Hancock U.S. High Dividend ETF | 0.8 | 34 | 6 | 6.9 | -2.9 |
IWB | iShares Russell 1000 ETF | 0.8 | 15 | 25 | 5.1 | -4.8 |
AVLV | Avantis U.S. Large Cap Value ETF | 0.8 | 15 | 25 | 8.0 | -1.8 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.8 | 11 | 29 | 5.3 | -4.6 |
VONE | Vanguard Russell 1000 ETF | 0.8 | 8 | 32 | 5.2 | -4.7 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 0.8 | 75 | -35 | 5.3 | -4.6 |
TXS | Texas Capital Texas Equity Index ETF | 0.8 | 49 | -9 | 5.8 | -4.1 |
DSPY | Tema S&P 500 Historical Weight ETF | 0.8 | 18 | 22 | 5.3 | -4.5 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.8 | 20 | 20 | 5.1 | -4.8 |
SPGP | Invesco S&P 500 GARP ETF | 0.8 | 34 | 6 | 9.5 | -0.4 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.8 | 32 | 8 | 5.1 | -4.8 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -35 | 5.1 | -4.8 |
PSC | Principal U.S. Small-Cap ETF | 0.8 | 38 | 2 | 7.0 | -2.8 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.8 | 9 | 31 | 4.9 | -5.0 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | 15 | 4.9 | -5.0 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.8 | 49 | -9 | 5.0 | -4.9 |
SCHX | Schwab U.S. Large-Cap ETF | 0.7 | 3 | 37 | 5.2 | -4.6 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.7 | 35 | 5 | 9.8 | -0.1 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.7 | 29 | 11 | 4.9 | -4.9 |
FLRG | Fidelity U.S. Multifactor ETF | 0.7 | 15 | 25 | 7.0 | -2.9 |
RECS | Columbia Research Enhanced Core ETF | 0.7 | 15 | 25 | 6.1 | -3.8 |
XVV | iShares ESG Screened S&P 500 ETF | 0.7 | 8 | 32 | 5.1 | -4.8 |
FESM | Fidelity Enhanced Small Cap ETF | 0.7 | 28 | 12 | 8.1 | -1.8 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.7 | 9 | 31 | 5.0 | -4.8 |
EPS | WisdomTree U.S. LargeCap Fund | 0.7 | 8 | 32 | 6.0 | -3.9 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.7 | 89 | -49 | 4.5 | -5.4 |
HKND | Humankind US Stock ETF | 0.7 | 11 | 29 | 7.4 | -2.5 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.7 | 7 | 33 | 5.1 | -4.8 |
SUSA | iShares MSCI USA ESG Select ETF | 0.7 | 25 | 15 | 4.9 | -4.9 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.7 | 29 | 11 | 6.6 | -3.3 |
BLES | Inspire Global Hope ETF | 0.7 | 61 | -21 | 6.9 | -3.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.7 | 2 | 38 | 5.2 | -4.7 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.7 | 20 | 20 | 4.9 | -4.9 |
ESGU | iShares ESG Aware MSCI USA ETF | 0.7 | 15 | 25 | 5.0 | -4.8 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.7 | 29 | 11 | 8.9 | -0.9 |
VV | Vanguard Large-Cap ETF | 0.6 | 4 | 36 | 5.1 | -4.8 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.6 | 3 | 37 | 5.1 | -4.7 |
IVV | iShares Core S&P 500 ETF | 0.6 | 3 | 37 | 5.2 | -4.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.6 | 2 | 38 | 5.2 | -4.6 |
VOO | Vanguard S&P 500 ETF | 0.6 | 3 | 37 | 5.2 | -4.7 |
SPY | SPDR S&P 500 ETF Trust | 0.6 | 9 | 31 | 5.1 | -4.7 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.6 | 15 | 25 | 5.8 | -4.1 |
SMOT | VanEck Morningstar SMID Moat ETF | 0.6 | 49 | -9 | 6.9 | -3.0 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.6 | 0 | 40 | 5.1 | -4.7 |
PBUS | Invesco MSCI USA ETF | 0.6 | 4 | 36 | 5.1 | -4.7 |
INRO | iShares U.S. Industry Rotation Active ETF | 0.6 | 42 | -2 | 4.9 | -5.0 |
VOTE | TCW Transform 500 ETF | 0.6 | 5 | 35 | 5.1 | -4.8 |
SFY | SoFi Select 500 ETF | 0.6 | 0 | 40 | 4.6 | -5.2 |
STRV | Strive 500 ETF | 0.6 | 5 | 35 | 5.0 | -4.8 |
TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.6 | 18 | 22 | 4.9 | -5.0 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.6 | 13 | 27 | 5.7 | -4.2 |
GSPY | Gotham Enhanced 500 ETF | 0.6 | 50 | -10 | 5.5 | -4.4 |
FEGE | First Eagle Global Equity ETF | 0.6 | 79 | -39 | 7.2 | -2.7 |
OALC | OneAscent Large Cap Core ETF | 0.6 | 86 | -46 | 4.3 | -5.6 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.6 | 12 | 28 | 7.5 | -2.3 |
VT | Vanguard Total World Stock ETF | 0.5 | 7 | 33 | 6.2 | -3.7 |
SQLV | Royce Quant Small-Cap Quality Value ETF | 0.5 | 60 | -20 | 10.0 | +0.2 |
RVRB | Reverb ETF | 0.5 | 30 | 10 | 4.8 | -5.1 |
LOWV | AB US Low Volatility Equity ETF | 0.5 | 48 | -8 | 5.2 | -4.6 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.5 | 9 | 31 | 5.4 | -4.4 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.5 | 10 | 30 | 5.4 | -4.4 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.5 | 30 | 10 | 6.8 | -3.0 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.5 | 9 | 31 | 5.4 | -4.5 |
TOK | iShares MSCI Kokusai ETF | 0.5 | 26 | 14 | 5.3 | -4.6 |
USMF | WisdomTree U.S. Multifactor Fund | 0.5 | 28 | 12 | 6.7 | -3.2 |
FVD | First Trust Value Line Dividend Index Fund | 0.5 | 65 | -25 | 6.2 | -3.6 |
KLMN | Invesco MSCI North America Climate ETF | 0.5 | 9 | 31 | 5.2 | -4.6 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.5 | 21 | 19 | 4.0 | -5.9 |
MGC | Vanguard Mega Cap ETF | 0.5 | 7 | 33 | 4.9 | -5.0 |
IWL | iShares Russell Top 200 ETF | 0.5 | 15 | 25 | 4.9 | -5.0 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 0.5 | 65 | -25 | 6.4 | -3.4 |
SSPY | Syntax Stratified LargeCap ETF | 0.5 | 30 | 10 | 6.7 | -3.1 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.5 | 75 | -35 | 4.2 | -5.6 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 0.5 | 28 | 12 | 5.7 | -4.2 |
URTH | iShares MSCI World ETF | 0.4 | 24 | 16 | 5.4 | -4.5 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | -10 | 2.8 | -7.1 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.4 | 15 | 25 | 3.6 | -6.2 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.4 | 12 | 28 | 5.3 | -4.5 |
ACWI | iShares MSCI ACWI ETF | 0.4 | 32 | 8 | 5.8 | -4.0 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.4 | 75 | -35 | 3.9 | -6.0 |
JGLO | JPMorgan Global Select Equity ETF | 0.4 | 33 | 7 | 5.1 | -4.8 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 0.4 | 56 | -16 | 6.4 | -3.5 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.4 | 9 | 31 | 6.1 | -3.8 |
GOP | Unusual Whales Subversive Republican Trading ETF | 0.4 | 50 | -10 | 6.1 | -3.8 |
IWO | iShares Russell 2000 Growth ETF | 0.4 | 24 | 16 | 1.4 | -8.4 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.4 | 15 | 25 | 1.5 | -8.4 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.4 | 52 | -12 | 5.5 | -4.4 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.4 | 58 | -18 | 5.4 | -4.4 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.4 | 6 | 34 | 2.9 | -6.9 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.3 | 25 | 15 | 6.3 | -3.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.3 | 30 | 10 | 6.2 | -3.7 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.3 | 10 | 30 | 6.0 | -3.8 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.3 | 60 | -20 | 7.3 | -2.5 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 0.3 | 12 | 28 | 5.6 | -4.2 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 0.3 | 60 | -20 | 5.9 | -4.0 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.3 | 39 | 1 | 6.7 | -3.2 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.3 | 25 | 15 | 8.2 | -1.6 |
STXD | Strive 1000 Dividend Growth ETF | 0.2 | 35 | 5 | 5.0 | -4.8 |
JEPI | JPMorgan Equity Premium Income ETF | 0.2 | 35 | 5 | 5.7 | -4.2 |
BIBL | Inspire 100 ETF | 0.2 | 35 | 5 | 5.3 | -4.5 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.2 | 15 | 25 | 5.6 | -4.3 |
QLC | FlexShares US Quality Large Cap Index Fund | 0.2 | 25 | 15 | 5.7 | -4.2 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.2 | 4 | 36 | 4.4 | -5.5 |
DFVX | Dimensional US Large Cap Vector ETF | 0.2 | 22 | 18 | 6.5 | -3.4 |
APUE | ActivePassive U.S. Equity ETF | 0.2 | 45 | -5 | 4.9 | -5.0 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.2 | 7 | 33 | 5.2 | -4.6 |
TMFC | Motley Fool 100 Index ETF | 0.2 | 50 | -10 | 3.7 | -6.2 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 20 | 5.9 | -3.9 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | 20 | 4.8 | -5.0 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.2 | 8 | 32 | 5.2 | -4.6 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.2 | 42 | -2 | 5.6 | -4.2 |
VBK | Vanguard Small-Cap Growth ETF | 0.2 | 7 | 33 | 1.9 | -7.9 |
AFSM | First Trust Active Factor Small Cap ETF | 0.2 | 75 | -35 | 7.7 | -2.2 |
AFLG | First Trust Active Factor Large Cap ETF | 0.2 | 55 | -15 | 6.2 | -3.6 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.2 | 12 | 28 | 5.9 | -4.0 |
SPMO | Invesco S&P 500 Momentum ETF | 0.2 | 13 | 27 | 3.8 | -6.0 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.2 | 20 | 20 | 7.6 | -2.2 |
HDUS | Hartford Disciplined US Equity ETF | 0.2 | 19 | 21 | 5.9 | -3.9 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 0.2 | 38 | 2 | 9.6 | -0.3 |
DIV | Global X SuperDividend US ETF | 0.2 | 45 | -5 | 12.1 | +2.2 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 0.1 | 10 | 30 | 4.5 | -5.4 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.1 | 29 | 11 | 7.5 | -2.4 |
GVLU | Gotham 1000 Value ETF | 0.1 | 50 | -10 | 9.1 | -0.7 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.1 | 49 | -9 | 5.8 | -4.1 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 0.1 | 10 | 30 | 4.5 | -5.4 |
LGDX | Intech S&P Large Cap Diversified Alpha ETF | 0.1 | 25 | 15 | 5.3 | -4.6 |
BLCV | iShares Large Cap Value Active ETF | 0.0 | 53 | -13 | 7.5 | -2.3 |
STXG | Strive 1000 Growth ETF | 0.0 | 18 | 22 | 4.0 | -5.8 |
THRO | iShares U.S. Thematic Rotation Active ETF | 0.0 | 90 | -50 | 4.1 | -5.7 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.0 | 23 | 17 | 3.4 | -6.4 |
CGDV | Capital Group Dividend Value ETF | 0.0 | 33 | 7 | 4.8 | -5.0 |
MMSC | First Trust Multi-Manager Small Cap Opportunities ETF | 0.0 | 95 | -55 | 0.6 | -9.2 |
BEEX | BeeHive ETF | 0.0 | 84 | -44 | 4.7 | -5.2 |
TAX | Cambria Tax Aware ETF | 0.0 | 49 | -9 | 5.2 | -4.7 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.0 | 59 | -19 | 2.9 | -7.0 |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.0 | 15 | 25 | 5.5 | -4.3 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.0 | 6 | 34 | 4.1 | -5.7 |
IWF | iShares Russell 1000 Growth ETF | 0.0 | 19 | 21 | 4.5 | -5.3 |
VONG | Vanguard Russell 1000 Growth ETF | 0.0 | 8 | 32 | 4.6 | -5.2 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.0 | 20 | 20 | 5.8 | -4.0 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.0 | 4 | 36 | 4.1 | -5.7 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 0.0 | 18 | 22 | 5.6 | -4.2 |
ILCG | iShares Morningstar Growth ETF | 0.0 | 4 | 36 | 3.9 | -6.0 |
YOKE | Yoke Core ETF | 0.0 | 42 | -2 | 4.4 | -5.4 |
FBCG | Fidelity Blue Chip Growth ETF | 0.0 | 59 | -19 | 3.1 | -6.7 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.0 | 12 | 28 | 4.6 | -5.3 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.0 | 12 | 28 | 4.6 | -5.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.0 | 19 | 21 | 6.5 | -3.3 |
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 ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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. Regional Banks ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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