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) | $664 |
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 | 14.5 % |
US BANCORP | 14.1 % |
TRUIST FINANCIAL CORPORATION | 11.0 % |
M & T BANK CORP | 6.1 % |
FIFTH THIRD BANCORP | 4.8 % |
HUNTINGTON BANCSHARES INC | 4.6 % |
REGIONS FINANCIAL CORP | 4.2 % |
CITIZENS FINANCIAL GROUP, INC. | 3.9 % |
KEYCORP | 3.4 % |
EAST WEST BANCORP INC | 2.8 % | Total | 69.5 % |
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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. |
-1.6% | 20.6% | 10.9% | 5.6% | 2.4% |
versus... | Beta | R-squared |
S&P500 | 1.10 | 30% |
MSCI EAFE | 0.91 | 21% |
MSCI Emg. Mkts. | 0.62 | 10% |
Recent close | $51.90 |
30d moving avg. | $47.41 |
Annualized volatility | 32.5% |
Short interest (ETF) | 1.9% |
Short interest (Underlying) | 1.7% |
Relative strength (RSI) | 58 |
Avg. volume (thou.) | 210 |
Turnover | 1.6% |
Bid/Ask (% of price) | 0.04% |
ADV underlying (mns) | $2,131 |
FINDING ALTERNATIVE FUNDS
Below is a list of 461 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™: | 9.3% |
Ticker | Fund Name |
Overlap1 vs IAT (%) |
Expense ratio (bp) |
Savings vs IAT (bp) |
ALTAR Score™ (%) |
ALTAR vs IAT (%) |
FTXO | First Trust Nasdaq Bank ETF | 51.5 | 60 | -20 | 8.7 | -0.6 |
KRE | SPDR S&P Regional Banking ETF | 43.2 | 35 | 5 | 9.8 | +0.5 |
KBWB | Invesco KBW Bank ETF | 39.8 | 35 | 5 | 7.9 | -1.4 |
KBE | SPDR S&P Bank ETF | 33.0 | 35 | 5 | 9.5 | +0.2 |
KBWR | Invesco KBW Regional Banking ETF | 23.4 | 35 | 5 | 9.6 | +0.3 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 19.5 | 39 | 1 | 9.6 | +0.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 18.4 | 39 | 1 | 12.1 | +2.8 |
DFNL | Davis Select Financial ETF | 17.3 | 63 | -23 | 7.5 | -1.8 |
FXO | First Trust Financials AlphaDEX Fund | 16.7 | 62 | -22 | 8.4 | -0.9 |
GRPM | Invesco S&P MidCap 400 GARP ETF | 13.4 | 35 | 5 | 9.1 | -0.2 |
DVY | iShares Select Dividend ETF | 13.4 | 38 | 2 | 9.3 | -0.0 |
RSPF | Invesco S&P 500 Equal Weight Financials ETF | 12.6 | 40 | 0 | 6.6 | -2.7 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 10.0 | 39 | 1 | 8.3 | -1.0 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 9.3 | 45 | -5 | 9.4 | +0.1 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 8.8 | 7 | 33 | 10.0 | +0.7 |
FOVL | iShares Focused Value Factor ETF | 8.7 | 25 | 15 | 10.0 | +0.7 |
JHSC | John Hancock Multifactor Small Cap ETF | 8.1 | 42 | -2 | 6.8 | -2.5 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 8.1 | 40 | 0 | 7.2 | -2.1 |
AUSF | Global X Adaptive U.S. Factor ETF | 8.0 | 27 | 13 | 8.8 | -0.5 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 8.0 | 75 | -35 | 5.5 | -3.9 |
IYG | iShares US Financial Services ETF | 7.8 | 40 | 0 | 5.4 | -4.0 |
IYF | iShares U.S. Financials ETF | 7.8 | 40 | 0 | 5.9 | -3.4 |
DFSV | Dimensional US Small Cap Value ETF | 7.7 | 31 | 9 | 10.4 | +1.1 |
DON | WisdomTree U.S. MidCap Dividend Fund | 7.1 | 38 | 2 | 8.9 | -0.5 |
FTDS | First Trust Dividend Strength ETF | 7.1 | 70 | -30 | 7.8 | -1.5 |
HWSM | Hotchkis & Wiley SMID Cap Diversified Value ETF | 7.0 | 55 | -15 | 10.3 | +1.0 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 7.0 | 18 | 22 | 8.9 | -0.4 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 6.9 | 15 | 25 | 8.9 | -0.4 |
ICAP | InfraCap Equity Income Fund ETF | 6.8 | 171 | -131 | 6.8 | -2.6 |
SMCF | Themes US Small Cap Cash Flow Champions ETF | 6.8 | 29 | 11 | 12.6 | +3.3 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 6.8 | 10 | 30 | 8.9 | -0.4 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 6.6 | 60 | -20 | 8.3 | -1.0 |
SDOG | ALPS Sector Dividend Dogs ETF | 6.5 | 36 | 4 | 9.3 | 0.0 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 6.4 | 13 | 27 | 10.1 | +0.8 |
DUSA | Davis Select U.S. Equity ETF | 6.3 | 61 | -21 | 7.3 | -2.0 |
QABA | First Trust NASDAQ ABA Community Bank Index Fund | 6.3 | 60 | -20 | 8.9 | -0.5 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 6.3 | 60 | -20 | 7.0 | -2.4 |
MAVF | Matrix Advisors Value ETF | 6.3 | 75 | -35 | 5.9 | -3.4 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 6.3 | 60 | -20 | 7.7 | -1.6 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 6.2 | 35 | 5 | 7.8 | -1.5 |
FNCL | Fidelity MSCI Financials Index ETF | 6.2 | 8 | 32 | 6.4 | -2.9 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 6.2 | 38 | 2 | 7.7 | -1.6 |
DFAT | Dimensional U.S. Targeted Value ETF | 6.2 | 28 | 12 | 9.5 | +0.2 |
VFH | Vanguard Financials ETF | 6.1 | 9 | 31 | 6.4 | -2.9 |
DIVY | Sound Equity Dividend Income ETF | 6.1 | 45 | -5 | 11.0 | +1.7 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 5.9 | 12 | 28 | 7.2 | -2.1 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.8 | 15 | 25 | 7.5 | -1.8 |
USCF | Themes US Cash Flow Champions ETF | 5.7 | 29 | 11 | 9.1 | -0.2 |
DHS | WisdomTree U.S. High Dividend Fund | 5.6 | 38 | 2 | 8.2 | -1.2 |
FLDZ | RiverNorth Patriot ETF | 5.6 | 75 | -35 | 6.1 | -3.2 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.5 | 24 | 16 | 7.3 | -2.0 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.5 | 15 | 25 | 8.1 | -1.2 |
IJH | iShares Core S&P Mid-Cap ETF | 5.5 | 5 | 35 | 7.5 | -1.8 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 5.4 | 30 | 10 | 8.9 | -0.4 |
LGCF | Themes US Cash Flow Champions ETF | 5.4 | 30 | 10 | 8.4 | -0.9 |
WBIY | WBI Power Factor High Dividend ETF | 5.4 | 100 | -60 | 15.2 | +5.9 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.3 | 7 | 33 | 7.4 | -1.9 |
NUSC | Nuveen ESG Small-Cap ETF | 5.3 | 31 | 9 | 5.5 | -3.8 |
JOET | Virtus Terranova US Quality Momentum ETF | 5.3 | 29 | 11 | 4.7 | -4.6 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 5.3 | 3 | 37 | 7.5 | -1.8 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 5.3 | 59 | -19 | 9.1 | -0.2 |
ISCV | iShares Morningstar Small Cap Value ETF | 5.3 | 6 | 34 | 9.4 | +0.1 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 5.1 | 50 | -10 | 5.6 | -3.7 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 5.0 | 6 | 34 | 8.2 | -1.1 |
EZM | WisdomTree U.S. MidCap Fund | 5.0 | 38 | 2 | 9.3 | -0.1 |
AVMV | Avantis U.S. Mid Cap Value ETF | 4.9 | 20 | 20 | 8.8 | -0.5 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 4.9 | 52 | -12 | 9.9 | +0.6 |
NUDV | Nuveen ESG Dividend ETF | 4.9 | 26 | 14 | 7.6 | -1.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 4.8 | 34 | 6 | 5.7 | -3.6 |
UDI | USCF Dividend Income Fund | 4.8 | 65 | -25 | 8.2 | -1.2 |
SPDG | SPDR Portfolio S&P Sector Neutral Dividend ETF | 4.7 | 5 | 35 | 8.0 | -1.4 |
ULVM | VictoryShares US Value Momentum ETF | 4.7 | 20 | 20 | 7.4 | -1.9 |
DIVG | Invesco S&P 500 High Dividend Growers ETF | 4.7 | 39 | 1 | 8.5 | -0.9 |
XLF | Financial Select Sector SPDR Fund | 4.7 | 8 | 32 | 5.8 | -3.5 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.7 | 60 | -20 | 7.7 | -1.6 |
VBR | Vanguard Small Cap Value ETF | 4.6 | 7 | 33 | 9.2 | -0.1 |
RDVY | First Trust Rising Dividend Achievers ETF | 4.6 | 50 | -10 | 7.4 | -1.9 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 4.5 | 70 | -30 | 11.2 | +1.9 |
FFSM | Fidelity Fundamental Small-Mid Cap ETF | 4.5 | 43 | -3 | 6.3 | -3.0 |
FCFY | First Trust S&P 500 Diversified Free Cash Flow ETF | 4.4 | 60 | -20 | 9.7 | +0.4 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 4.4 | 50 | -10 | 8.3 | -1.0 |
LYLD | Cambria Large Cap Shareholder Yield ETF | 4.3 | 59 | -19 | 9.7 | +0.4 |
AVMC | Avantis U.S. Mid Cap Equity ETF | 4.3 | 18 | 22 | 7.0 | -2.4 |
JVAL | JPMorgan U.S. Value Factor ETF | 4.2 | 12 | 28 | 8.3 | -1.0 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 4.2 | 70 | -30 | 3.1 | -6.3 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 4.2 | 27 | 13 | 7.0 | -2.3 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.1 | 17 | 23 | 6.0 | -3.3 |
VFVA | Vanguard U.S. Value Factor ETF | 4.1 | 13 | 27 | 11.2 | +1.9 |
STXM | Strive Mid-Cap ETF | 4.0 | 18 | 22 | 6.4 | -2.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.0 | 10 | 30 | 6.0 | -3.3 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 4.0 | 4 | 36 | 6.2 | -3.1 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.0 | 7 | 33 | 6.2 | -3.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 4.0 | 67 | -27 | 10.1 | +0.8 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.9 | 15 | 25 | 6.0 | -3.3 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 3.9 | 20 | 20 | 9.6 | +0.3 |
TBG | TBG Dividend Focus ETF | 3.9 | 59 | -19 | 7.9 | -1.4 |
DFAS | Dimensional U.S. Small Cap ETF | 3.8 | 26 | 14 | 6.6 | -2.7 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 3.8 | 52 | -12 | 6.6 | -2.7 |
CVY | Invesco Zacks Multi-Asset Income ETF | 3.8 | 106 | -66 | 11.9 | +2.6 |
ETHO | Etho Climate Leadership U.S. ETF | 3.8 | 47 | -7 | 5.4 | -3.9 |
AIRR | First Trust RBA American Industrial Renaissance ETF | 3.8 | 70 | -30 | 5.5 | -3.9 |
SPDV | AAM S&P 500 High Dividend Value ETF | 3.7 | 29 | 11 | 10.8 | +1.4 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.6 | 4 | 36 | 6.8 | -2.5 |
AFMC | First Trust Active Factor Mid Cap ETF | 3.6 | 65 | -25 | 8.9 | -0.4 |
SMAP | Amplify Small-Mid Cap Equity ETF | 3.5 | 60 | -20 | 5.4 | -3.9 |
VFMO | Vanguard U.S. Momentum Factor ETF | 3.5 | 13 | 27 | 3.2 | -6.2 |
JHMM | John Hancock Multifactor Mid Cap ETF | 3.4 | 42 | -2 | 6.5 | -2.8 |
SVAL | iShares US Small Cap Value Factor ETF | 3.4 | 20 | 20 | 10.7 | +1.4 |
ACSI | American Customer Satisfaction ETF | 3.4 | 65 | -25 | 4.8 | -4.5 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd ETF | 3.4 | 35 | 5 | 9.3 | +0.0 |
YALL | God Bless America ETF | 3.3 | 65 | -25 | 3.7 | -5.6 |
FSMD | Fidelity Small-Mid Multifactor ETF | 3.3 | 15 | 25 | 7.2 | -2.1 |
FBCV | Fidelity Blue Chip Value ETF | 3.3 | 59 | -19 | 7.5 | -1.8 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 3.3 | 24 | 16 | 7.9 | -1.4 |
SFYX | SoFi Next 500 ETF | 3.2 | 0 | 40 | 6.0 | -3.3 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 3.2 | 17 | 23 | 5.9 | -3.4 |
FLV | American Century Focused Large Cap Value ETF | 3.2 | 42 | -2 | 6.7 | -2.6 |
RPV | Invesco S&P 500 Pure Value ETF | 3.1 | 35 | 5 | 10.6 | +1.3 |
FSCS | First Trust SMID Capital Strength ETF | 3.1 | 60 | -20 | 7.0 | -2.4 |
SCHD | Schwab US Dividend Equity ETF | 3.1 | 6 | 34 | 9.8 | +0.4 |
VOE | Vanguard Mid-Cap Value ETF | 3.0 | 7 | 33 | 7.8 | -1.5 |
IWS | iShares Russell Mid-Cap Value ETF | 3.0 | 23 | 17 | 6.8 | -2.5 |
STXV | Strive 1000 Value ETF | 3.0 | 18 | 22 | 8.1 | -1.2 |
ISMD | Inspire Small/Mid Cap ETF | 3.0 | 54 | -14 | 6.1 | -3.3 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 2.9 | 25 | 15 | 8.0 | -1.3 |
ISCB | iShares Morningstar Small-Cap ETF | 2.9 | 4 | 36 | 6.2 | -3.1 |
DFUV | Dimensional US Marketwide Value ETF | 2.9 | 22 | 18 | 7.6 | -1.7 |
HDV | iShares Core High Dividend ETF | 2.9 | 8 | 32 | 6.9 | -2.4 |
IWN | iShares Russell 2000 Value ETF | 2.9 | 24 | 16 | 7.8 | -1.5 |
VTWV | Vanguard Russell 2000 Value ETF | 2.9 | 10 | 30 | 7.9 | -1.5 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 2.9 | 35 | 5 | 13.2 | +3.8 |
VFMF | Vanguard U.S. Multifactor ETF | 2.9 | 18 | 22 | 8.2 | -1.1 |
MAGA | Point Bridge America First ETF | 2.8 | 72 | -32 | 6.1 | -3.2 |
FFLC | Fidelity Fundamental Large Cap Core ETF | 2.8 | 38 | 2 | 4.6 | -4.7 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 2.8 | 60 | -20 | 6.3 | -3.0 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 2.8 | 39 | 1 | 9.6 | +0.3 |
VB | Vanguard Small-Cap ETF | 2.7 | 5 | 35 | 6.2 | -3.1 |
DGRO | iShares Core Dividend Growth ETF | 2.7 | 8 | 32 | 6.4 | -2.9 |
OSCV | Opus Small Cap Value ETF | 2.7 | 79 | -39 | 6.7 | -2.6 |
AVUV | Avantis U.S. Small Cap Value ETF | 2.6 | 25 | 15 | 10.2 | +0.9 |
IXG | iShares Global Financials ETF | 2.6 | 42 | -2 | 6.8 | -2.6 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.6 | 59 | -19 | 6.0 | -3.3 |
VLUE | iShares MSCI USA Value Factor ETF | 2.6 | 15 | 25 | 9.7 | +0.4 |
CGDG | Capital Group Dividend Growers ETF | 2.6 | 47 | -7 | 6.2 | -3.1 |
VAMO | Cambria Value & Momentum ETF | 2.6 | 61 | -21 | 6.3 | -3.0 |
MOAT | VanEck Morningstar Wide Moat ETF | 2.5 | 46 | -6 | 5.6 | -3.7 |
DIVB | iShares Core Dividend ETF | 2.5 | 5 | 35 | 7.6 | -1.7 |
TMDV | ProShares Russell US Dividend Growers ETF | 2.5 | 35 | 5 | 6.5 | -2.8 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 2.5 | 15 | 25 | 6.3 | -3.0 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 2.5 | 39 | 1 | 6.1 | -3.2 |
BFOR | ALPS Barron's 400 ETF | 2.5 | 65 | -25 | 6.0 | -3.3 |
VYM | Vanguard High Dividend Yield Index ETF | 2.5 | 6 | 34 | 7.2 | -2.1 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.5 | 12 | 28 | 7.6 | -1.7 |
IMCB | iShares Morningstar Mid-Cap ETF | 2.5 | 4 | 36 | 6.0 | -3.3 |
JPEF | JPMorgan Equity Focus ETF | 2.5 | 50 | -10 | 4.3 | -5.0 |
AVSU | Avantis Responsible U.S. Equity ETF | 2.5 | 15 | 25 | 6.1 | -3.2 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 2.5 | 15 | 25 | 6.8 | -2.5 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 2.4 | 50 | -10 | 7.3 | -2.0 |
SCHA | Schwab U.S. Small-Cap ETF | 2.4 | 4 | 36 | 6.3 | -3.1 |
MVAL | VanEck Morningstar Wide Moat Value ETF | 2.4 | 49 | -9 | 6.3 | -3.0 |
PY | Principal Value ETF | 2.4 | 15 | 25 | 7.3 | -2.0 |
PRXV | Praxis Impact Large Cap Value ETF | 2.4 | 36 | 4 | 6.6 | -2.8 |
TPSC | Timothy Plan US Small Cap Core ETF | 2.4 | 52 | -12 | 7.0 | -2.3 |
SDY | SPDR S&P Dividend ETF | 2.3 | 35 | 5 | 6.7 | -2.6 |
VXF | Vanguard Extended Market ETF | 2.3 | 5 | 35 | 4.8 | -4.5 |
DFLV | Dimensional US Large Cap Value ETF | 2.3 | 22 | 18 | 7.9 | -1.4 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 2.3 | 55 | -15 | 4.8 | -4.5 |
DTD | WisdomTree U.S. Total Dividend Fund | 2.3 | 28 | 12 | 6.4 | -3.0 |
JAVA | JPMorgan Active Value ETF | 2.3 | 44 | -4 | 6.4 | -2.9 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 2.2 | 20 | 20 | 6.3 | -3.0 |
NULV | Nuveen ESG Large-Cap Value ETF | 2.2 | 26 | 14 | 6.3 | -3.0 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 2.2 | 25 | 15 | 7.6 | -1.8 |
DEW | WisdomTree Global High Dividend Fund | 2.2 | 58 | -18 | 8.7 | -0.6 |
IWR | iShares Russell Midcap ETF | 2.2 | 19 | 21 | 5.9 | -3.5 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 2.1 | 25 | 15 | 5.8 | -3.5 |
CSA | VictoryShares US Small Cap Volatility Wtd ETF | 2.1 | 35 | 5 | 7.8 | -1.5 |
STXK | Strive Small-Cap ETF | 2.1 | 18 | 22 | 6.2 | -3.1 |
HLGE | Hartford Longevity Economy ETF | 2.1 | 44 | -4 | 6.5 | -2.8 |
HOMZ | Hoya Capital Housing ETF | 2.1 | 30 | 10 | 8.8 | -0.5 |
COPY | Tweedy, Browne Insider + Value ETF | 2.1 | 80 | -40 | 11.7 | +2.4 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 2.1 | 4 | 36 | 6.2 | -3.1 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 2.1 | 35 | 5 | 5.5 | -3.8 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 2.0 | 52 | -12 | 6.7 | -2.6 |
SMRI | Bushido Capital US Equity ETF | 2.0 | 71 | -31 | 9.3 | -0.1 |
QLTY | GMO U.S. Quality ETF | 2.0 | 50 | -10 | 4.7 | -4.6 |
BGIG | Bahl & Gaynor Income Growth ETF | 2.0 | 45 | -5 | 5.4 | -3.9 |
SMMD | iShares Russell 2500 ETF | 2.0 | 15 | 25 | 6.4 | -2.9 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.0 | 39 | 1 | 6.9 | -2.4 |
SWP | SWP Growth & Income ETF | 2.0 | 99 | -59 | 4.3 | -5.0 |
RNMC | First Trust Mid Cap US Equity Select ETF | 1.9 | 60 | -20 | 6.4 | -2.9 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 1.9 | 37 | 3 | 6.2 | -3.2 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 1.9 | 31 | 9 | 7.1 | -2.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 1.9 | 20 | 20 | 6.4 | -2.9 |
DXUV | Dimensional US Vector Equity ETF | 1.8 | 28 | 12 | 6.3 | -3.0 |
AVUS | Avantis U.S. Equity ETF | 1.8 | 15 | 25 | 5.9 | -3.4 |
VONV | Vanguard Russell 1000 Value ETF | 1.8 | 7 | 33 | 6.6 | -2.7 |
IWD | iShares Russell 1000 Value ETF | 1.8 | 19 | 21 | 6.5 | -2.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 1.8 | 9 | 31 | 6.1 | -3.3 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 1.8 | 28 | 12 | 6.0 | -3.3 |
GVUS | Marketbeta Russell 1000 Value Equity ETF | 1.8 | 12 | 28 | 6.6 | -2.7 |
DVND | Touchstone Dividend Select ETF | 1.8 | 67 | -27 | 5.7 | -3.6 |
SIZE | iShares MSCI USA Size Factor ETF | 1.8 | 15 | 25 | 5.8 | -3.5 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 1.8 | 20 | 20 | 7.0 | -2.4 |
NULC | Nuveen ESG Large-Cap ETF | 1.8 | 21 | 19 | 4.8 | -4.5 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.8 | 24 | 16 | 8.2 | -1.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 1.7 | 9 | 31 | 6.1 | -3.2 |
IUSV | iShares Core S&P US Value ETF | 1.7 | 4 | 36 | 6.5 | -2.8 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 1.7 | 38 | 2 | 6.2 | -3.1 |
CSMD | Congress SMid Growth ETF | 1.7 | 69 | -29 | 3.9 | -5.4 |
RSMC | Rockefeller U.S. Small-Mid Cap ETF | 1.7 | 75 | -35 | 4.8 | -4.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 1.7 | 4 | 36 | 6.8 | -2.5 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 1.7 | 60 | -20 | 6.5 | -2.8 |
ROUS | Hartford Multifactor US Equity ETF | 1.7 | 19 | 21 | 7.2 | -2.1 |
MVPA | Miller Value Partners Appreciation ETF | 1.7 | 60 | -20 | 9.4 | +0.1 |
SMDX | Intech S&P Small-Mid Cap Divers Alp ETF | 1.7 | 35 | 5 | 7.2 | -2.1 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.7 | 17 | 23 | 5.6 | -3.7 |
VO | Vanguard Mid-Cap ETF | 1.6 | 4 | 36 | 5.8 | -3.5 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 1.6 | 35 | 5 | 5.9 | -3.5 |
GDIV | Harbor Dividend Growth Leaders ETF | 1.6 | 50 | -10 | 5.3 | -4.0 |
IWM | iShares Russell 2000 ETF | 1.6 | 19 | 21 | 4.6 | -4.7 |
VTV | Vanguard Value ETF | 1.6 | 4 | 36 | 6.9 | -2.4 |
VTWO | Vanguard Russell 2000 ETF | 1.6 | 7 | 33 | 4.6 | -4.7 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 1.6 | 40 | 0 | 5.8 | -3.5 |
DCOR | Dimensional US Core Equity 1 ETF | 1.5 | 14 | 26 | 5.5 | -3.8 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.5 | 15 | 25 | 6.1 | -3.2 |
USXF | iShares ESG Advanced MSCI USA ETF | 1.5 | 10 | 30 | 4.6 | -4.7 |
LST | Leuthold Select Industries ETF | 1.5 | 91 | -51 | 5.5 | -3.9 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.5 | 81 | -41 | 3.4 | -5.9 |
ARB | AltShares Merger Arbitrage ETF | 1.5 | 77 | -37 | 4.2 | -5.1 |
QDF | FlexShares Quality Dividend Index Fund | 1.5 | 37 | 3 | 6.4 | -3.0 |
PWV | Invesco Large Cap Value ETF | 1.5 | 55 | -15 | 7.4 | -2.0 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 1.4 | 80 | -40 | 8.1 | -1.2 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 1.4 | 25 | 15 | 7.2 | -2.1 |
VOOV | Vanguard S&P 500 Value ETF | 1.4 | 7 | 33 | 6.4 | -3.0 |
ILCV | iShares Morningstar Value ETF | 1.4 | 4 | 36 | 6.7 | -2.7 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 1.4 | 4 | 36 | 6.4 | -2.9 |
IVE | iShares S&P 500 Value ETF | 1.4 | 18 | 22 | 6.3 | -3.1 |
PDP | Invesco Dorsey Wright Momentum ETF | 1.4 | 62 | -22 | 4.1 | -5.2 |
FDVV | Fidelity High Dividend ETF | 1.4 | 15 | 25 | 7.8 | -1.5 |
CZA | Invesco Zacks Mid-Cap ETF | 1.4 | 72 | -32 | 6.5 | -2.8 |
SMOT | VanEck Morningstar SMID Moat ETF | 1.4 | 49 | -9 | 6.7 | -2.7 |
BKWO | BNY Mellon Women's Opportunities ETF | 1.4 | 50 | -10 | 3.7 | -5.6 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.3 | 25 | 15 | 7.2 | -2.2 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 1.3 | 80 | -40 | 6.7 | -2.6 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 1.3 | 18 | 22 | 6.8 | -2.6 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 1.3 | 9 | 31 | 4.9 | -4.4 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.3 | 89 | -49 | 4.8 | -4.5 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.3 | 14 | 26 | 5.0 | -4.3 |
MOTE | VanEck Morningstar ESG Moat ETF | 1.3 | 49 | -9 | 5.6 | -3.7 |
RSSL | Global X Russell 2000 ETF | 1.3 | 8 | 32 | 4.5 | -4.8 |
JHML | John Hancock Multifactor Large Cap ETF | 1.3 | 29 | 11 | 5.4 | -3.9 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 1.2 | 60 | -20 | 5.8 | -3.5 |
FDWM | Fidelity Women's Leadership ETF | 1.2 | 59 | -19 | 5.0 | -4.3 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.2 | 64 | -24 | 2.4 | -7.0 |
GURU | Global X Guru Index ETF | 1.2 | 75 | -35 | 3.5 | -5.9 |
IWX | iShares Russell Top 200 Value ETF | 1.2 | 20 | 20 | 6.3 | -3.0 |
MGV | Vanguard Mega Cap Value ETF | 1.2 | 7 | 33 | 6.6 | -2.7 |
DFSU | Dimensional US Sustainability Core 1 ETF | 1.2 | 18 | 22 | 5.5 | -3.9 |
CVLC | Calvert US Large-Cap Core Responsible Index ETF | 1.2 | 15 | 25 | 5.0 | -4.3 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 1.2 | 20 | 20 | 7.1 | -2.3 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 1.2 | 30 | 10 | 8.3 | -1.0 |
VFQY | Vanguard U.S. Quality Factor ETF | 1.2 | 13 | 27 | 6.4 | -3.0 |
PFM | Invesco Dividend Achievers ETF | 1.1 | 53 | -13 | 5.3 | -4.0 |
WLDR | Affinity World Leaders Equity ETF | 1.1 | 67 | -27 | 7.7 | -1.6 |
FMDE | Fidelity Enhanced Mid Cap ETF | 1.1 | 23 | 17 | 5.8 | -3.6 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 1.1 | 20 | 20 | 6.0 | -3.4 |
VSDA | VictoryShares Dividend Accelerator ETF | 1.1 | 35 | 5 | 7.0 | -2.3 |
EQIN | Columbia US Equity Income ETF | 1.1 | 35 | 5 | 6.9 | -2.4 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 1.1 | 15 | 25 | 4.3 | -5.0 |
DFAU | Dimensional US Core Equity Market ETF | 1.1 | 12 | 28 | 5.1 | -4.2 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.1 | 18 | 22 | 7.8 | -1.6 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 1.1 | 15 | 25 | 9.2 | -0.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 1.0 | 9 | 31 | 4.8 | -4.5 |
ACVF | American Conservative Values ETF | 1.0 | 75 | -35 | 4.4 | -5.0 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.0 | 10 | 30 | 5.1 | -4.3 |
EGLE | Global X S&P 500 U.S. Revenue Leaders ETF | 1.0 | 19 | 21 | 5.2 | -4.1 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.0 | 25 | 15 | 6.0 | -3.3 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 1.0 | 60 | -20 | 6.1 | -3.3 |
ALIL | Argent Focused Small Cap ETF | 1.0 | 74 | -34 | 7.1 | -2.2 |
MBOX | Freedom Day Dividend ETF | 1.0 | 39 | 1 | 7.6 | -1.8 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.0 | 10 | 30 | 5.0 | -4.3 |
FQAL | Fidelity Quality Factor ETF | 1.0 | 15 | 25 | 5.7 | -3.6 |
RWL | Invesco S&P 500 Revenue ETF | 1.0 | 39 | 1 | 6.8 | -2.6 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 1.0 | 9 | 31 | 5.6 | -3.7 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.0 | 10 | 30 | 5.2 | -4.2 |
DURA | VanEck Durable High Dividend ETF | 1.0 | 29 | 11 | 8.6 | -0.7 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.0 | 20 | 20 | 5.1 | -4.2 |
FDRR | Fidelity Dividend ETF for Rising Rates | 1.0 | 15 | 25 | 7.2 | -2.1 |
FCPI | Fidelity Stocks for Inflation ETF | 0.9 | 15 | 25 | 7.6 | -1.7 |
DEUS | Xtrackers Russell US Multifactor ETF | 0.9 | 17 | 23 | 7.0 | -2.3 |
XMAG | Defiance Large Cap ex-Mag 7 ETF | 0.9 | 35 | 5 | 5.2 | -4.2 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 0.9 | 40 | 0 | 7.4 | -1.9 |
EBI | Longview Advantage ETF | 0.9 | 35 | 5 | 6.7 | -2.6 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 0.9 | 12 | 28 | 4.6 | -4.7 |
DSI | iShares MSCI KLD 400 Social ETF | 0.9 | 25 | 15 | 4.9 | -4.4 |
MODL | VictoryShares WestEnd U.S. Sector ETF | 0.9 | 42 | -2 | 4.6 | -4.7 |
REVS | Columbia Research Enhanced Value ETF | 0.9 | 19 | 21 | 7.7 | -1.6 |
DFUS | Dimensional U.S. Equity ETF | 0.9 | 9 | 31 | 4.9 | -4.4 |
IYY | iShares Dow Jones U.S. ETF | 0.9 | 20 | 20 | 4.9 | -4.4 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.9 | 3 | 37 | 5.2 | -4.1 |
SCHK | Schwab 1000 Index ETF | 0.9 | 5 | 35 | 5.1 | -4.2 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 0.9 | 3 | 37 | 5.0 | -4.3 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.9 | 11 | 29 | 5.0 | -4.3 |
VTI | Vanguard Total Stock Market ETF | 0.9 | 3 | 37 | 5.0 | -4.3 |
VIG | Vanguard Dividend Appreciation ETF | 0.9 | 5 | 35 | 5.6 | -3.7 |
IWV | iShares Russell 3000 ETF | 0.9 | 20 | 20 | 4.9 | -4.5 |
SCHB | Schwab U.S. Broad Market ETF | 0.9 | 3 | 37 | 5.1 | -4.2 |
VTHR | Vanguard Russell 3000 ETF | 0.9 | 7 | 33 | 5.0 | -4.3 |
CGUS | Capital Group Core Equity ETF | 0.9 | 33 | 7 | 4.4 | -5.0 |
PTL | Inspire 500 ETF | 0.8 | 9 | 31 | 5.4 | -3.9 |
FELV | Fidelity Enhanced Large Cap Value ETF | 0.8 | 18 | 22 | 6.8 | -2.5 |
TPHD | Timothy Plan High Dividend Stock ETF | 0.8 | 52 | -12 | 7.0 | -2.3 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 0.8 | 54 | -14 | 7.0 | -2.4 |
SHE | SPDR MSCI USA Gender Diversity ETF | 0.8 | 20 | 20 | 5.0 | -4.3 |
JHDV | John Hancock U.S. High Dividend ETF | 0.8 | 34 | 6 | 6.7 | -2.7 |
VONE | Vanguard Russell 1000 ETF | 0.8 | 7 | 33 | 5.0 | -4.3 |
DSPY | Tema S&P 500 Historical Weight ETF | 0.8 | 18 | 22 | 5.2 | -4.1 |
IWB | iShares Russell 1000 ETF | 0.8 | 15 | 25 | 4.9 | -4.4 |
AVLV | Avantis U.S. Large Cap Value ETF | 0.8 | 15 | 25 | 7.9 | -1.4 |
TXS | Texas Capital Texas Equity Index ETF | 0.8 | 49 | -9 | 5.7 | -3.7 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 0.8 | 75 | -35 | 5.3 | -4.0 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.8 | 75 | -35 | 5.1 | -4.3 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 0.8 | 11 | 29 | 5.1 | -4.2 |
FFOX | FundX Future Fund Opportunities ETF | 0.8 | 100 | -60 | 4.4 | -4.9 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 0.8 | 32 | 8 | 5.0 | -4.3 |
PSC | Principal U.S. Small-Cap ETF | 0.8 | 38 | 2 | 6.9 | -2.4 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 0.8 | 9 | 31 | 4.8 | -4.6 |
SPHB | Invesco S&P 500 High Beta ETF | 0.8 | 25 | 15 | 4.7 | -4.6 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 0.8 | 60 | -20 | 4.3 | -5.0 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 0.8 | 29 | 11 | 4.8 | -4.5 |
SCHX | Schwab U.S. Large-Cap ETF | 0.7 | 3 | 37 | 5.1 | -4.3 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.7 | 35 | 5 | 9.8 | +0.5 |
FLRG | Fidelity U.S. Multifactor ETF | 0.7 | 15 | 25 | 7.0 | -2.3 |
RECS | Columbia Research Enhanced Core ETF | 0.7 | 15 | 25 | 5.8 | -3.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.7 | 15 | 25 | 5.7 | -3.6 |
XVV | iShares ESG Screened S&P 500 ETF | 0.7 | 8 | 32 | 4.9 | -4.4 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.7 | 49 | -9 | 4.9 | -4.5 |
SUSA | iShares MSCI USA ESG Select ETF | 0.7 | 25 | 15 | 4.9 | -4.5 |
FESM | Fidelity Enhanced Small Cap ETF | 0.7 | 28 | 12 | 7.8 | -1.5 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 0.7 | 9 | 31 | 4.9 | -4.4 |
EPS | WisdomTree U.S. LargeCap Fund | 0.7 | 8 | 32 | 5.8 | -3.5 |
HKND | Humankind US Stock ETF | 0.7 | 11 | 29 | 7.2 | -2.1 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 0.7 | 7 | 33 | 4.9 | -4.4 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.7 | 29 | 11 | 6.5 | -2.8 |
BLES | Inspire Global Hope ETF | 0.7 | 61 | -21 | 6.8 | -2.6 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 0.7 | 2 | 38 | 5.0 | -4.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 0.7 | 20 | 20 | 4.8 | -4.5 |
INRO | iShares U.S. Industry Rotation Active ETF | 0.7 | 42 | -2 | 4.7 | -4.6 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.7 | 6 | 34 | 2.9 | -6.4 |
VOO | Vanguard S&P 500 ETF | 0.7 | 3 | 37 | 5.1 | -4.3 |
IVV | iShares Core S&P 500 ETF | 0.7 | 3 | 37 | 5.0 | -4.3 |
SPY | SPDR S&P 500 ETF Trust | 0.7 | 9 | 31 | 5.0 | -4.3 |
VV | Vanguard Large-Cap ETF | 0.7 | 4 | 36 | 4.9 | -4.4 |
ILCB | iShares Morningstar U.S. Equity ETF | 0.7 | 3 | 37 | 5.0 | -4.3 |
SPLG | SPDR Portfolio S&P 500 ETF | 0.7 | 2 | 38 | 5.1 | -4.3 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 0.7 | 29 | 11 | 8.7 | -0.6 |
ESGU | iShares ESG Aware MSCI USA ETF | 0.6 | 15 | 25 | 4.9 | -4.4 |
VEGN | US Vegan Climate ETF | 0.6 | 60 | -20 | 4.5 | -4.8 |
PBUS | Invesco MSCI USA ETF | 0.6 | 4 | 36 | 5.0 | -4.3 |
GINX | SGI Enhanced Global Income ETF | 0.6 | 98 | -58 | 6.9 | -2.4 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.6 | 0 | 40 | 5.0 | -4.3 |
VOTE | TCW Transform 500 ETF | 0.6 | 5 | 35 | 5.0 | -4.4 |
STRV | Strive 500 ETF | 0.6 | 5 | 35 | 4.9 | -4.4 |
TOV | JLens 500 Jewish Advocacy U.S. ETF | 0.6 | 18 | 22 | 4.8 | -4.6 |
SFY | SoFi Select 500 ETF | 0.6 | 0 | 40 | 4.5 | -4.8 |
FEGE | First Eagle Global Equity ETF | 0.6 | 79 | -39 | 7.0 | -2.4 |
GSPY | Gotham Enhanced 500 ETF | 0.6 | 50 | -10 | 5.4 | -4.0 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.6 | 25 | 15 | 7.3 | -2.0 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.6 | 13 | 27 | 5.7 | -3.6 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.6 | 12 | 28 | 7.5 | -1.8 |
OALC | OneAscent Large Cap Core ETF | 0.6 | 86 | -46 | 4.1 | -5.2 |
VT | Vanguard Total World Stock ETF | 0.5 | 6 | 34 | 6.0 | -3.3 |
SQLV | Royce Quant Small-Cap Quality Value ETF | 0.5 | 60 | -20 | 9.8 | +0.4 |
RVRB | Reverb ETF | 0.5 | 30 | 10 | 4.7 | -4.7 |
LOWV | AB US Low Volatility Equity ETF | 0.5 | 48 | -8 | 5.1 | -4.2 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.5 | 9 | 31 | 5.3 | -4.0 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 0.5 | 79 | -39 | 4.5 | -4.8 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 0.5 | 10 | 30 | 5.3 | -4.1 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.5 | 30 | 10 | 6.8 | -2.5 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.5 | 9 | 31 | 5.3 | -4.0 |
TOK | iShares MSCI Kokusai ETF | 0.5 | 26 | 14 | 5.2 | -4.2 |
KLMN | Invesco MSCI North America Climate ETF | 0.5 | 9 | 31 | 5.1 | -4.2 |
USMF | WisdomTree U.S. Multifactor Fund | 0.5 | 28 | 12 | 6.9 | -2.5 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.5 | 21 | 19 | 3.8 | -5.5 |
MGC | Vanguard Mega Cap ETF | 0.5 | 7 | 33 | 4.7 | -4.6 |
URTH | iShares MSCI World ETF | 0.5 | 24 | 16 | 5.2 | -4.1 |
IWL | iShares Russell Top 200 ETF | 0.5 | 15 | 25 | 4.7 | -4.6 |
SHUS | Syntax Stratified U.S. Total Market Hedged ETF | 0.5 | 65 | -25 | 6.4 | -2.9 |
SSPY | Syntax Stratified LargeCap ETF | 0.5 | 30 | 10 | 6.7 | -2.6 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.5 | 75 | -35 | 4.1 | -5.2 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 0.5 | 28 | 12 | 5.5 | -3.8 |
TMFX | Motley Fool Next Index ETF | 0.4 | 50 | -10 | 2.6 | -6.7 |
FVD | First Trust Value Line Dividend Index Fund | 0.4 | 65 | -25 | 6.3 | -3.0 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.4 | 12 | 28 | 5.2 | -4.1 |
ACWI | iShares MSCI ACWI ETF | 0.4 | 32 | 8 | 5.7 | -3.7 |
JGLO | JPMorgan Global Select Equity ETF | 0.4 | 33 | 7 | 4.9 | -4.4 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.4 | 75 | -35 | 3.7 | -5.6 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.4 | 30 | 10 | 6.1 | -3.2 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.4 | 9 | 31 | 5.9 | -3.4 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 0.4 | 56 | -16 | 6.4 | -3.0 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.4 | 39 | 1 | 6.6 | -2.7 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.4 | 10 | 30 | 1.5 | -7.8 |
IWO | iShares Russell 2000 Growth ETF | 0.4 | 24 | 16 | 1.4 | -7.9 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.4 | 52 | -12 | 5.5 | -3.9 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.4 | 58 | -18 | 5.4 | -3.9 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.3 | 25 | 15 | 6.0 | -3.3 |
KLMT | Invesco MSCI Global Climate 500 ETF | 0.3 | 10 | 30 | 5.9 | -3.4 |
AFSM | First Trust Active Factor Small Cap ETF | 0.3 | 75 | -35 | 7.7 | -1.6 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 0.3 | 12 | 28 | 5.7 | -3.6 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.3 | 25 | 15 | 8.1 | -1.3 |
AFLG | First Trust Active Factor Large Cap ETF | 0.3 | 55 | -15 | 6.2 | -3.1 |
STXD | Strive 1000 Dividend Growth ETF | 0.2 | 35 | 5 | 4.9 | -4.4 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.2 | 20 | 20 | 5.8 | -3.5 |
JEPI | JPMorgan Equity Premium Income ETF | 0.2 | 35 | 5 | 5.5 | -3.8 |
BIBL | Inspire 100 ETF | 0.2 | 35 | 5 | 5.2 | -4.1 |
APUE | ActivePassive U.S. Equity ETF | 0.2 | 45 | -5 | 4.7 | -4.6 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.2 | 15 | 25 | 5.5 | -3.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 0.2 | 25 | 15 | 5.5 | -3.8 |
AVUQ | Avantis U.S. Quality ETF | 0.2 | 15 | 25 | 4.9 | -4.5 |
DFVX | Dimensional US Large Cap Vector ETF | 0.2 | 22 | 18 | 6.2 | -3.1 |
GOP | Unusual Whales Subversive Republican Trading ETF | 0.2 | 50 | -10 | 5.8 | -3.5 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.2 | 4 | 36 | 4.3 | -5.1 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 0.2 | 7 | 33 | 5.1 | -4.2 |
USCL | iShares Climate Conscious & Transition MSCI USA ETF | 0.2 | 8 | 32 | 5.1 | -4.2 |
TMFC | Motley Fool 100 Index ETF | 0.2 | 50 | -10 | 3.5 | -5.8 |
OEF | iShares S&P 100 ETF | 0.2 | 20 | 20 | 4.6 | -4.7 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 0.2 | 42 | -2 | 5.4 | -3.9 |
VBK | Vanguard Small-Cap Growth ETF | 0.2 | 7 | 33 | 1.9 | -7.4 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.2 | 12 | 28 | 5.9 | -3.4 |
SPMO | Invesco S&P 500 Momentum ETF | 0.2 | 13 | 27 | 3.7 | -5.6 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.2 | 20 | 20 | 7.7 | -1.6 |
LGDX | Intech S&P Large Cap Diversified Alpha ETF | 0.2 | 25 | 15 | 5.4 | -4.0 |
HDUS | Hartford Disciplined US Equity ETF | 0.2 | 19 | 21 | 5.8 | -3.5 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 0.1 | 38 | 2 | 9.4 | +0.1 |
DIV | Global X SuperDividend US ETF | 0.1 | 45 | -5 | 11.8 | +2.5 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.1 | 29 | 11 | 7.2 | -2.1 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 0.1 | 10 | 30 | 4.4 | -4.9 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.1 | 60 | -20 | 5.2 | -4.1 |
GVLU | Gotham 1000 Value ETF | 0.1 | 50 | -10 | 8.9 | -0.4 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.1 | 49 | -9 | 5.6 | -3.7 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 0.1 | 10 | 30 | 4.4 | -4.9 |
BLCV | iShares Large Cap Value Active ETF | 0.0 | 53 | -13 | 7.4 | -1.9 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.0 | 23 | 17 | 3.4 | -5.9 |
STXG | Strive 1000 Growth ETF | 0.0 | 18 | 22 | 3.9 | -5.4 |
THRO | iShares U.S. Thematic Rotation Active ETF | 0.0 | 90 | -50 | 4.0 | -5.3 |
CGDV | Capital Group Dividend Value ETF | 0.0 | 33 | 7 | 4.6 | -4.8 |
BEEX | BeeHive ETF | 0.0 | 84 | -44 | 4.3 | -5.0 |
TAX | Cambria Tax Aware ETF | 0.0 | 49 | -9 | 5.2 | -4.1 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.0 | 59 | -19 | 2.8 | -6.5 |
IWF | iShares Russell 1000 Growth ETF | 0.0 | 19 | 21 | 4.4 | -4.9 |
VONG | Vanguard Russell 1000 Growth ETF | 0.0 | 7 | 33 | 4.6 | -4.8 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 0.0 | 20 | 20 | 5.9 | -3.4 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.0 | 6 | 34 | 4.1 | -5.2 |
USMV | iShares MSCI USA Min Vol Factor ETF | 0.0 | 15 | 25 | 5.7 | -3.6 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.0 | 4 | 36 | 4.0 | -5.3 |
YOKE | Yoke Core ETF | 0.0 | 42 | -2 | 4.5 | -4.9 |
FBCG | Fidelity Blue Chip Growth ETF | 0.0 | 59 | -19 | 2.9 | -6.4 |
GGUS | Marketbeta Russell 1000 Growth Equity ETF | 0.0 | 12 | 28 | 4.6 | -4.8 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 0.0 | 12 | 28 | 4.5 | -4.8 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.0 | 19 | 21 | 6.4 | -2.9 |
ILCG | iShares Morningstar Growth ETF | 0.0 | 4 | 36 | 3.8 | -5.5 |
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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