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) | $823 |
Currency | USD |
Expense ratio | 41 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 | 38 |
Wgt avg mkt cap (mns) | $36,705 |
Large cap (>$10bn) | 77.5% |
Mid cap ($2-10bn) | 22.5% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PNC FINANCIAL SERVICES GROUP | 12.6 % |
TRUIST FINANCIAL CORPORATION | 12.0 % |
US BANCORP | 11.9 % |
M & T BANK CORP | 5.7 % |
SVB FINANCIAL GROUP | 4.6 % |
FIRST REPUBLIC BANK/CA | 4.6 % |
FIFTH THIRD BANCORP | 4.2 % |
CITIZENS FINANCIAL GROUP, INC. | 3.5 % |
REGIONS FINANCIAL CORP | 3.5 % |
HUNTINGTON BANCSHARES INC | 3.4 % | Total | 65.9 % |
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UNITED STATES | 98.9 % |
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PUERTO RICO | 1.2 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-19.3% | -12.4% | 4.2% | 9.8% | 2.4% |
versus... | Beta | R-squared |
S&P500 | 1.16 | 48% |
MSCI EAFE | 1.26 | 57% |
MSCI Emg. Mkts. | 1.24 | 60% |
Recent close | $49.28 |
30d moving avg. | $51.82 |
Annualized volatility | 31.1% |
Short interest (ETF) | 0.3% |
Short interest (Underlying) | 1.7% |
Relative strength (RSI) | 48 |
Avg. volume (thou.) | 322 |
Turnover | 1.9% |
Bid/Ask (% of price) | 0.04% |
ADV underlying (mns) | $2,901 |
FINDING ALTERNATIVE FUNDS
Below is a list of 456 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: | 41 bp | ALTAR Score™: | 10.1% |
Ticker | Fund Name |
Overlap1 vs IAT (%) |
Expense ratio (bp) |
Savings vs IAT (bp) |
ALTAR Score™ (%) |
ALTAR vs IAT (%) |
KBWB | Invesco KBW Bank ETF | 53.4 | 35 | 6 | 11.5 | +1.4 |
KRE | SPDR S&P Regional Banking ETF | 42.2 | 35 | 6 | 9.9 | -0.2 |
FTXO | First Trust Nasdaq Bank ETF | 40.8 | 60 | -19 | 11.3 | +1.2 |
KBE | SPDR S&P Bank ETF | 38.8 | 35 | 6 | 11.3 | +1.1 |
RYF | Invesco S&P 500 Equal Weight Financials ETF | 19.7 | 40 | 1 | 9.3 | -0.8 |
KBWR | Invesco KBW Regional Banking ETF | 19.5 | 35 | 6 | 9.9 | -0.2 |
DFNL | Davis Select Financial ETF | 16.3 | 64 | -23 | 8.9 | -1.2 |
JHMF | John Hancock Multifactor Financials ETF | 16.0 | 40 | 1 | 9.1 | -1.0 |
IYG | iShares US Financial Services ETF | 15.9 | 42 | -1 | 8.8 | -1.3 |
FXO | First Trust Financials AlphaDEX Fund | 15.4 | 62 | -21 | 11.4 | +1.3 |
IEFN | iShares Evolved U.S. Financials ETF | 14.0 | 18 | 23 | 9.7 | -0.4 |
IYF | iShares U.S. Financials ETF | 13.9 | 42 | -1 | 8.9 | -1.3 |
FOVL | iShares Focused Value Factor ETF | 13.3 | 25 | 16 | 11.0 | +0.9 |
QDIV | Global X S&P 500 Quality Dividend ETF | 12.9 | 20 | 21 | 8.9 | -1.2 |
EQRR | ProShares Equities for Rising Rates ETF | 12.6 | 35 | 6 | 8.1 | -2.0 |
XMHQ | Invesco S&P MidCap Quality ETF | 12.6 | 25 | 16 | 8.9 | -1.2 |
FNCL | Fidelity MSCI Financials Index ETF | 12.5 | 8 | 33 | 9.5 | -0.6 |
VFH | Vanguard Financials Index Fund | 12.4 | 10 | 31 | 9.5 | -0.6 |
NVQ | QRAFT AI-Enhanced US Next Value ETF | 12.1 | 75 | -34 | 12.1 | +1.9 |
XLF | Financial Select Sector SPDR Fund | 11.2 | 10 | 31 | 9.1 | -1.1 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.9 | 60 | -19 | 9.0 | -1.1 |
DVY | iShares Select Dividend ETF | 10.4 | 39 | 2 | 9.2 | -1.0 |
XMVM | Invesco S&P MidCap Value with Momentum ETF | 10.0 | 39 | 2 | 13.4 | +3.3 |
SPYD | SPDR S&P 500 High Dividend ETF | 8.6 | 7 | 34 | 8.8 | -1.3 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.4 | 38 | 3 | 9.2 | -0.9 |
SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | 8.2 | 60 | -19 | 12.1 | +2.0 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 8.0 | 45 | -4 | 9.3 | -0.8 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 8.0 | 30 | 11 | 8.6 | -1.5 |
RDVY | First Trust Rising Dividend Achievers ETF | 7.9 | 50 | -9 | 10.1 | -0.1 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 7.9 | 39 | 2 | 9.6 | -0.5 |
QABA | First Trust NASDAQ ABA Community Bank Index Fund | 7.8 | 60 | -19 | 9.3 | -0.8 |
SCHD | Schwab U.S. Dividend Equity ETF | 7.4 | 6 | 35 | 9.3 | -0.9 |
PFI | Invesco DWA Financial Momentum ETF | 7.2 | 60 | -19 | 6.0 | -4.1 |
USVT | US Value ETF | 6.9 | 49 | -8 | 12.5 | +2.4 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 6.7 | 70 | -29 | 10.6 | +0.5 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 6.5 | 38 | 3 | 11.0 | +0.9 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 6.4 | 41 | 0 | 6.8 | -3.3 |
MAGA | Point Bridge GOP Stock Tracker ETF | 6.3 | 72 | -31 | 6.2 | -3.9 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 6.3 | 64 | -23 | 8.2 | -1.9 |
SDEI | Sound Equity Income ETF | 6.3 | 45 | -4 | 10.4 | +0.3 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 6.2 | 15 | 26 | 8.6 | -1.5 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 6.2 | 65 | -24 | 8.1 | -2.0 |
SYLD | Cambria Shareholder Yield ETF | 6.2 | 59 | -18 | 13.1 | +3.0 |
FEVR | Inspire Faithward Large Cap Momentum ESG ETF | 6.1 | 85 | -44 | 5.8 | -4.3 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 6.1 | 35 | 6 | 7.5 | -2.6 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.0 | 12 | 29 | 8.4 | -1.7 |
XMMO | Invesco S&P MidCap Momentum ETF | 5.9 | 33 | 8 | 8.8 | -1.3 |
FLDZ | RiverNorth Volition America Patriot ETF | 5.9 | 70 | -29 | 6.2 | -4.0 |
DFAT | Dimensional U.S. Targeted Value ETF | 5.8 | 34 | 7 | 9.3 | -0.8 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 5.7 | 18 | 23 | 8.9 | -1.2 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 5.7 | 15 | 26 | 8.9 | -1.2 |
IXG | iShares Global Financials ETF | 5.7 | 43 | -2 | 10.3 | +0.2 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 5.7 | 15 | 26 | 8.9 | -1.2 |
VBR | Vanguard Small Cap Value Index Fund | 5.6 | 7 | 34 | 9.1 | -1.0 |
MDY | SPDR S&P Midcap 400 ETF Trust | 5.6 | 23 | 18 | 8.0 | -2.1 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.5 | 15 | 26 | 8.9 | -1.2 |
IJH | iShares Core S&P Mid-Cap ETF | 5.5 | 5 | 36 | 8.2 | -1.9 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.5 | 10 | 31 | 8.2 | -2.0 |
SPMD | SPDR Portfolio Mid Cap ETF | 5.5 | 5 | 36 | 8.2 | -1.9 |
RPG | Invesco S&P 500 Pure Growth ETF | 5.3 | 35 | 6 | 7.5 | -2.6 |
JHSC | John Hancock Multifactor Small Cap ETF | 5.3 | 42 | -1 | 7.1 | -3.1 |
DEMZ | Advisors Inner Circle Fund III DEMZ Political Contributions | 5.3 | 45 | -4 | 6.3 | -3.9 |
IUSA | Amberwave Invest USA JSG Fund | 5.2 | 67 | -26 | 6.8 | -3.4 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 5.2 | 17 | 24 | 7.4 | -2.7 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 5.2 | 15 | 26 | 7.4 | -2.7 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 5.2 | 15 | 26 | 7.5 | -2.7 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 5.1 | 29 | 12 | 9.0 | -1.2 |
SDY | SPDR S&P Dividend ETF | 5.0 | 35 | 6 | 6.9 | -3.3 |
ICAP | InfraCap Equity Income Fund ETF | 5.0 | 80 | -39 | 9.4 | -0.7 |
SENT | AdvisorShares Alpha DNA Equity Sentiment ETF | 4.9 | 108 | -67 | 7.2 | -3.0 |
IWS | iShares Russell Mid-Cap Value ETF | 4.8 | 23 | 18 | 7.5 | -2.6 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 4.8 | 35 | 6 | 8.3 | -1.9 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 4.8 | 35 | 6 | 8.2 | -1.9 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.7 | 7 | 34 | 6.1 | -4.1 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 4.7 | 29 | 12 | 8.5 | -1.6 |
NUSC | Nuveen ESG Small-Cap ETF | 4.7 | 30 | 11 | 6.2 | -3.9 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 4.6 | 6 | 35 | 8.0 | -2.1 |
DUSA | Davis Select U.S. Equity ETF | 4.6 | 62 | -21 | 9.2 | -1.0 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.6 | 41 | 0 | 7.4 | -2.7 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.6 | 39 | 2 | 9.8 | -0.3 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 4.6 | 40 | 1 | 7.9 | -2.2 |
JAVA | JPMorgan Active Value ETF | 4.6 | 44 | -3 | 7.1 | -3.0 |
VFLQ | Vanguard U.S. Liquidity Factor ETF | 4.5 | 13 | 28 | 2.0 | -8.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 4.5 | 35 | 6 | 11.6 | +1.5 |
RNMC | Mid Cap US Equity Select ETF | 4.4 | 60 | -19 | 8.4 | -1.7 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 4.3 | 60 | -19 | 8.5 | -1.6 |
DFSV | Dimensional US Small Cap Value ETF | 4.3 | 31 | 10 | 9.3 | -0.9 |
RPV | Invesco S&P 500 Pure Value ETF | 4.2 | 35 | 6 | 10.2 | +0.1 |
ISCV | iShares Morningstar Small Cap Value ETF | 4.2 | 6 | 35 | 8.8 | -1.3 |
SPHQ | Invesco S&P 500 Quality ETF | 4.1 | 15 | 26 | 7.6 | -2.5 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 4.1 | 20 | 21 | 9.4 | -0.7 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 4.1 | 60 | -19 | 10.8 | +0.7 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 4.1 | 17 | 24 | 5.9 | -4.2 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 4.0 | 70 | -29 | 11.1 | +1.0 |
WTV | WisdomTree US Value Fund | 4.0 | 12 | 29 | 9.9 | -0.2 |
PZLD | Puzzle Divdend Leaders | 4.0 | 10 | 31 | 7.1 | -3.0 |
JVAL | JPMorgan U.S. Value Factor ETF | 4.0 | 12 | 29 | 9.6 | -0.5 |
VOE | Vanguard Mid-Cap Value Index Fund | 4.0 | 7 | 34 | 7.7 | -2.4 |
DHS | WisdomTree U.S. High Dividend Fund | 3.9 | 38 | 3 | 8.3 | -1.8 |
VFVA | Vanguard U.S. Value Factor ETF | 3.9 | 14 | 27 | 13.0 | +2.9 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 3.8 | 4 | 37 | 6.3 | -3.8 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 3.8 | 35 | 6 | 10.4 | +0.3 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 3.7 | 42 | -1 | 6.7 | -3.5 |
ISMD | Inspire Small/Mid Cap Impact ETF | 3.7 | 57 | -16 | 6.7 | -3.4 |
VB | Vanguard Small-Cap ETF | 3.6 | 5 | 36 | 6.6 | -3.5 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 3.6 | 24 | 17 | 8.9 | -1.2 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 3.6 | 60 | -19 | 7.4 | -2.7 |
DGRO | iShares Core Dividend Growth ETF | 3.6 | 8 | 33 | 7.8 | -2.3 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 3.5 | 13 | 28 | 11.2 | +1.1 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 3.5 | 60 | -19 | 13.1 | +2.9 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.5 | 4 | 37 | 7.1 | -3.1 |
VALQ | American Century STOXX U.S. Quality Value ETF | 3.4 | 29 | 12 | 10.0 | -0.1 |
IWR | iShares Russell Midcap ETF | 3.4 | 19 | 22 | 6.5 | -3.6 |
PBSM | Invesco PureBeta MSCI USA Small Cap ETF | 3.4 | 6 | 35 | 6.1 | -4.0 |
TMFM | Motley Fool Mid-Cap Growth ETF | 3.4 | 85 | -44 | 4.6 | -5.5 |
IMCB | iShares Morningstar Mid-Cap ETF | 3.3 | 4 | 37 | 6.6 | -3.5 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 3.3 | 4 | 37 | 6.7 | -3.4 |
SCHA | Schwab U.S. Small-Cap ETF | 3.3 | 4 | 37 | 5.9 | -4.2 |
VYM | Vanguard High Dividend Yield Index ETF | 3.2 | 6 | 35 | 8.2 | -1.9 |
CBSE | Changebridge Capital Sustainable Equity ETF | 3.1 | 85 | -44 | 0.0 | -10.1 |
DFAS | Dimensional U.S. Small Cap ETF | 3.1 | 34 | 7 | 7.2 | -2.9 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 3.1 | 25 | 16 | 6.6 | -3.5 |
SFYX | Sofi Next 500 ETF | 3.1 | 0 | 41 | 6.3 | -3.9 |
VO | Vanguard Mid-Cap Index Fund | 3.0 | 4 | 37 | 6.2 | -3.9 |
AVUV | Avantis U.S. Small Cap Value ETF | 3.0 | 25 | 16 | 10.4 | +0.3 |
ISCB | iShares Morningstar Small-Cap ETF | 3.0 | 4 | 37 | 5.5 | -4.6 |
NULV | Nuveen ESG Large-Cap Value ETF | 3.0 | 25 | 16 | 8.0 | -2.1 |
SPHB | Invesco S&P 500 High Beta ETF | 3.0 | 25 | 16 | 4.7 | -5.5 |
TMFG | Motley Fool Global Opportunities ETF | 3.0 | 85 | -44 | 4.5 | -5.6 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 3.0 | 52 | -11 | 8.8 | -1.4 |
FBCV | Fidelity Blue Chip Value ETF | 3.0 | 59 | -18 | 7.4 | -2.8 |
JOET | Virtus Terranova US Quality Momentum ETF | 3.0 | 29 | 12 | 6.9 | -3.2 |
VAMO | Cambria Value & Momentum ETF | 3.0 | 64 | -23 | 10.8 | +0.7 |
BFOR | Barron's 400 ETF | 2.9 | 70 | -29 | 9.7 | -0.5 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 2.9 | 25 | 16 | 6.6 | -3.5 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2.9 | 80 | -39 | 6.9 | -3.2 |
GFGF | Guru Favorite Stocks ETF | 2.9 | 65 | -24 | 7.0 | -3.2 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 2.9 | 75 | -34 | 10.3 | +0.2 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 2.8 | 65 | -24 | 7.0 | -3.1 |
CVY | Invesco Zacks Multi-Asset Income ETF | 2.8 | 100 | -59 | 10.7 | +0.6 |
NUDV | Nuveen ESG Dividend ETF | 2.8 | 25 | 16 | 7.9 | -2.3 |
PY | Principal Shareholder Yield Index ETF | 2.8 | 15 | 26 | 11.5 | +1.4 |
HOMZ | Hoya Capital Housing ETF | 2.8 | 30 | 11 | 10.5 | +0.4 |
DEW | WisdomTree Global High Dividend Fund | 2.8 | 58 | -17 | 8.9 | -1.2 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.8 | 59 | -18 | 8.4 | -1.7 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 2.8 | 20 | 21 | 8.0 | -2.2 |
RNDV | US Equity Dividend Select ETF | 2.7 | 50 | -9 | 9.0 | -1.1 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 2.7 | 30 | 11 | 8.1 | -2.0 |
VONV | Vanguard Russell 1000 Value Index Fund | 2.7 | 8 | 33 | 7.7 | -2.4 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 2.7 | 27 | 14 | 7.8 | -2.3 |
IWD | iShares Russell 1000 Value ETF | 2.7 | 19 | 22 | 7.6 | -2.6 |
DTD | WisdomTree U.S.Total Dividend Fund | 2.7 | 28 | 13 | 7.5 | -2.6 |
YPS | Arrow Reverse Cap 500 ETF | 2.6 | 29 | 12 | 6.8 | -3.3 |
FQAL | Fidelity Quality Factor ETF | 2.6 | 29 | 12 | 7.3 | -2.8 |
SIXA | 6 Meridian Mega Cap Equity ETF | 2.6 | 86 | -45 | 8.0 | -2.1 |
QDF | FlexShares Quality Dividend Index Fund | 2.6 | 37 | 4 | 7.8 | -2.3 |
RSP | Invesco S&P 500 Equal Weight ETF | 2.5 | 20 | 21 | 6.9 | -3.3 |
SMMD | iShares Russell 2500 ETF | 2.5 | 15 | 26 | 7.0 | -3.2 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 2.5 | 53 | -12 | 8.4 | -1.8 |
AVUS | Avantis U.S. Equity ETF | 2.5 | 15 | 26 | 7.5 | -2.6 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 2.5 | 60 | -19 | 6.3 | -3.8 |
SIXH | 6 Meridian Hedged Equity-Index Option Strategy ETF | 2.5 | 87 | -46 | 7.7 | -2.5 |
JUSA | JPMorgan ActiveBuilders U.S. Large Cap Equity ETF | 2.4 | 17 | 24 | 6.7 | -3.5 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 2.4 | 25 | 16 | 6.9 | -3.3 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 2.4 | 9 | 32 | 6.8 | -3.4 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 2.4 | 20 | 21 | 8.8 | -1.3 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 2.4 | 35 | 6 | 7.0 | -3.2 |
BLOK | Amplify Transformational Data Sharing ETF | 2.4 | 71 | -30 | 5.5 | -4.6 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 2.4 | 35 | 6 | 7.0 | -3.1 |
ETHO | Etho Climate Leadership U.S. ETF | 2.4 | 48 | -7 | 5.0 | -5.1 |
VEGN | US Vegan Climate ETF | 2.4 | 60 | -19 | 6.1 | -4.1 |
SIZE | iShares MSCI USA Size Factor ETF | 2.3 | 15 | 26 | 6.8 | -3.3 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.3 | 12 | 29 | 8.6 | -1.6 |
DFUV | Dimensional US Marketwide Value ETF | 2.3 | 0 | 41 | 0.0 | -10.1 |
EUSA | iShares MSCI USA Equal Weighted ETF | 2.3 | 9 | 32 | 6.6 | -3.6 |
TMDV | ProShares Russell US Dividend Growers ETF | 2.3 | 36 | 5 | 6.3 | -3.8 |
WKLY | SoFi Weekly Dividend ETF | 2.3 | 49 | -8 | 8.3 | -1.8 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 2.3 | 50 | -9 | 8.7 | -1.4 |
FSMD | Fidelity Small-Mid Factor ETF | 2.3 | 29 | 12 | 9.2 | -0.9 |
LVOL | American Century Low Volatility ETF | 2.3 | 29 | 12 | 6.3 | -3.9 |
VXF | Vanguard Extended Market Index Fund | 2.3 | 6 | 35 | 2.7 | -7.5 |
GBDV | Global Beta Smart Income ETF | 2.3 | 29 | 12 | 9.6 | -0.5 |
FMIL | Fidelity New Millennium ETF | 2.3 | 59 | -18 | 7.3 | -2.8 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.2 | 25 | 16 | 6.9 | -3.2 |
WBIY | WBI Power Factor High Dividend ETF | 2.2 | 70 | -29 | 11.8 | +1.7 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2.2 | 19 | 22 | 7.3 | -2.9 |
USXF | iShares ESG Advanced MSCI USA ETF | 2.2 | 10 | 31 | 6.3 | -3.8 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.2 | 39 | 2 | 7.9 | -2.2 |
IUSV | iShares Core S&P U.S. Value ETF | 2.1 | 4 | 37 | 7.4 | -2.7 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.1 | 20 | 21 | 6.2 | -3.9 |
LOUP | Innovator Loup Frontier Tech ETF | 2.1 | 70 | -29 | 7.3 | -2.8 |
CRPT | First Trust SkyBridge Crypto Industry and Digital Economy ET | 2.1 | 85 | -44 | 0.8 | -9.3 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 2.1 | 17 | 24 | 8.2 | -2.0 |
PLRG | Principal US Large-Cap Adaptive Multi-Factor ETF | 2.1 | 15 | 26 | 6.3 | -3.8 |
OSCV | Opus Small Cap Value Plus ETF | 2.1 | 79 | -38 | 6.2 | -4.0 |
PFM | Invesco Dividend Achievers ETF | 2.0 | 53 | -12 | 6.6 | -3.6 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 2.0 | 20 | 21 | 6.9 | -3.3 |
SAMT | Strategas Macro Thematic Opportunities ETF | 2.0 | 65 | -24 | 3.7 | -6.5 |
SCHV | Schwab U.S. Large-Cap Value ETF | 2.0 | 4 | 37 | 7.7 | -2.4 |
JHML | John Hancock Multifactor Large Cap ETF | 2.0 | 29 | 12 | 6.8 | -3.3 |
RESP | WisdomTree US ESG Fund of Benef Interest | 2.0 | 28 | 13 | 7.9 | -2.2 |
SPDV | AAM S&P 500 High Dividend Value ETF | 2.0 | 29 | 12 | 10.1 | -0.1 |
IVLC | Invesco US Large Cap Core ESG ETF | 2.0 | 48 | -7 | 6.2 | -3.9 |
IVDG | Invesco Focused Discovery Growth ETF | 2.0 | 59 | -18 | 5.0 | -5.2 |
VTV | Vanguard Value Index Fund | 2.0 | 4 | 37 | 7.9 | -2.2 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 1.9 | 24 | 17 | 8.4 | -1.7 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.9 | 60 | -19 | 8.6 | -1.6 |
VOOV | Vanguard S&P 500 Value ETF | 1.9 | 10 | 31 | 7.2 | -2.9 |
IVE | iShares S&P 500 Value ETF | 1.9 | 18 | 23 | 7.2 | -3.0 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 1.9 | 75 | -34 | 3.4 | -6.7 |
BOSS | Global X Founder-Run Companies ETF | 1.9 | 45 | -4 | 3.5 | -6.6 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.9 | 10 | 31 | 6.4 | -3.7 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 1.9 | 4 | 37 | 7.3 | -2.8 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.9 | 10 | 31 | 6.4 | -3.7 |
VOT | Vanguard Mid-Cap Growth Index Fund | 1.9 | 7 | 34 | 4.5 | -5.7 |
RNLC | Large Cap US Equity Select ETF | 1.9 | 60 | -19 | 7.5 | -2.6 |
ILCV | iShares Morningstar Value ETF | 1.9 | 4 | 37 | 7.7 | -2.4 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.9 | 85 | -44 | 7.6 | -2.6 |
SUSA | iShares MSCI USA ESG Select ETF | 1.8 | 25 | 16 | 6.3 | -3.8 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.8 | 52 | -11 | 6.1 | -4.1 |
WLDR | Affinity World Leaders Equity ETF | 1.8 | 67 | -26 | 10.4 | +0.2 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.8 | 91 | -50 | 6.9 | -3.2 |
SDOG | ALPS Sector Dividend Dogs ETF | 1.8 | 40 | 1 | 9.9 | -0.3 |
ACVF | American Conservative Values ETF | 1.8 | 75 | -34 | 5.6 | -4.5 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 1.8 | 28 | 13 | 7.2 | -2.9 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.7 | 75 | -34 | 7.8 | -2.3 |
KOIN | Innovation Shares NextGen Protocol ETF | 1.7 | 75 | -34 | 5.7 | -4.4 |
ESGV | Vanguard ESG U.S. Stock ETF | 1.7 | 9 | 32 | 6.4 | -3.7 |
DSI | iShares MSCI KLD 400 Social ETF | 1.7 | 25 | 16 | 6.4 | -3.7 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.7 | 60 | -19 | 8.1 | -2.1 |
ECOZ | TrueMark ESG Active Opportunities ETF | 1.7 | 58 | -17 | 5.3 | -4.8 |
IWN | iShares Russell 2000 Value ETF | 1.7 | 24 | 17 | 6.0 | -4.1 |
BITQ | Bitwise Crypto Industry Innovators ETF | 1.7 | 85 | -44 | -14.0 | -24.1 |
VTWV | Vanguard Russell 2000 Value Index Fund | 1.7 | 15 | 26 | 2.8 | -7.3 |
OALC | OneAscent Large Cap Core ETF | 1.7 | 76 | -35 | 6.6 | -3.5 |
DFAU | Dimensional US Core Equity Market ETF | 1.7 | 12 | 29 | 6.7 | -3.4 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 1.7 | 30 | 11 | 1.9 | -8.2 |
VIG | Vanguard Dividend Appreciation Index Fund | 1.7 | 6 | 35 | 6.7 | -3.4 |
BKUS | BNY Mellon Sustainable US Equity ETF | 1.7 | 60 | -19 | 5.5 | -4.6 |
DIVB | iShares U.S. Dividend & Buyback ETF | 1.7 | 25 | 16 | 8.0 | -2.2 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 1.7 | 27 | 14 | 6.6 | -3.6 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 1.7 | 56 | -15 | 6.8 | -3.3 |
JSTC | Adasina Social Justice All Cap Global ETF | 1.7 | 89 | -48 | 6.9 | -3.3 |
FLV | American Century Focused Large Cap Value ETF | 1.7 | 42 | -1 | 7.4 | -2.8 |
CZA | Invesco Zacks Mid-Cap ETF | 1.7 | 69 | -28 | 6.7 | -3.4 |
PWC | Invesco Dynamic Market ETF | 1.7 | 60 | -19 | 6.9 | -3.2 |
SVAL | iShares US Small Cap Value Factor ETF | 1.6 | 20 | 21 | 11.2 | +1.1 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 1.6 | 6 | 35 | 4.9 | -5.2 |
SMDY | Syntax Stratified MidCap ETF | 1.6 | 35 | 6 | 7.3 | -2.9 |
MGMT | Ballast Small/Mid Cap ETF | 1.6 | 110 | -69 | 9.6 | -0.5 |
IWX | iShares Russell Top 200 Value ETF | 1.6 | 20 | 21 | 7.6 | -2.6 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.6 | 14 | 27 | 6.4 | -3.7 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 1.6 | 25 | 16 | 7.8 | -2.4 |
HDV | iShares Core High Dividend ETF | 1.6 | 8 | 33 | 8.0 | -2.2 |
HLGE | Hartford Longevity Economy ETF | 1.6 | 44 | -3 | 8.8 | -1.4 |
NULC | Nuveen ESG Large-Cap ETF | 1.6 | 20 | 21 | 6.6 | -3.6 |
VDNI | V-Shares US Leadership Diversity ETF | 1.5 | 29 | 12 | 6.7 | -3.4 |
AFMC | First Trust Active Factor Mid Cap ETF | 1.5 | 65 | -24 | 10.5 | +0.4 |
EPS | WisdomTree U.S. Earnings 500 Fund | 1.5 | 8 | 33 | 8.0 | -2.1 |
TPLC | Timothy Plan US Large Cap Core ETF | 1.5 | 52 | -11 | 6.4 | -3.7 |
SMDV | ProShares Russell 2000 Dividend Growers ETF | 1.5 | 41 | 0 | 6.7 | -3.4 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 1.5 | 6 | 35 | 1.6 | -8.6 |
JDIV | JPMorgan U.S. Dividend ETF | 1.5 | 12 | 29 | 8.6 | -1.6 |
ADME | Aptus Drawdown Managed Equity ETF | 1.5 | 79 | -38 | 5.3 | -4.9 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 1.5 | 25 | 16 | 7.9 | -2.2 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.5 | 39 | 2 | 10.3 | +0.2 |
BIBL | Inspire ETF | 1.5 | 35 | 6 | 6.0 | -4.2 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 1.5 | 68 | -27 | 4.7 | -5.4 |
IYY | iShares Dow Jones U.S. ETF | 1.5 | 20 | 21 | 6.2 | -3.9 |
MGV | Vanguard Mega Cap Value ETF | 1.5 | 7 | 34 | 7.9 | -2.2 |
SPTM | SPDR Portfolio Total Stock Market ETF | 1.5 | 3 | 38 | 6.6 | -3.5 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 1.5 | 20 | 21 | 6.3 | -3.8 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 1.4 | 27 | 14 | 6.2 | -3.9 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 1.4 | 18 | 23 | 8.2 | -1.9 |
GK | AdvisorShares Gerber Kawasaki ETF | 1.4 | 81 | -40 | 4.9 | -5.3 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 1.4 | 37 | 4 | 7.3 | -2.8 |
DFUS | Dimensional U.S. Equity ETF | 1.4 | 11 | 30 | 6.5 | -3.7 |
IWB | iShares Russell 1000 ETF | 1.4 | 15 | 26 | 6.3 | -3.8 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.4 | 3 | 38 | 6.2 | -4.0 |
VONE | Vanguard Russell 1000 ETF | 1.4 | 8 | 33 | 6.4 | -3.7 |
ENTR | Entrepreneur 30 Fund | 1.4 | 49 | -8 | 5.8 | -4.3 |
GURU | Global X Guru Index ETF | 1.4 | 75 | -34 | 2.4 | -7.8 |
CGUS | Capital Group Core Equity ETF | 1.4 | 33 | 8 | 6.5 | -3.6 |
IWV | iShares Russell 3000 ETF | 1.4 | 20 | 21 | 6.1 | -4.0 |
SCHB | Schwab U.S. Broad Market ETF | 1.4 | 3 | 38 | 6.3 | -3.8 |
VTHR | Vanguard Russell 3000 Index Fund | 1.4 | 10 | 31 | 6.1 | -4.0 |
VTI | Vanguard Total Stock Market Index Fund | 1.4 | 3 | 38 | 5.9 | -4.2 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.4 | 11 | 30 | 6.8 | -3.3 |
XVV | iShares ESG Screened S&P 500 ETF | 1.4 | 8 | 33 | 6.5 | -3.6 |
SCHK | Schwab 1000 Index ETF | 1.4 | 5 | 36 | 6.4 | -3.8 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 1.4 | 15 | 26 | 6.3 | -3.9 |
CGGR | Capital Group Growth ETF | 1.4 | 39 | 2 | 5.1 | -5.0 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.4 | 10 | 31 | 6.0 | -4.1 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.3 | 75 | -34 | 7.4 | -2.7 |
ESGU | iShares MSCI USA ESG Optimized ETF | 1.3 | 15 | 26 | 6.3 | -3.8 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 1.3 | 52 | -11 | 6.4 | -3.7 |
TPHD | Timothy Plan High Dividend Stock ETF | 1.3 | 52 | -11 | 6.7 | -3.4 |
REVS | Columbia Research Enhanced Value ETF | 1.3 | 19 | 22 | 8.9 | -1.2 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 1.3 | 27 | 14 | 6.4 | -3.8 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.3 | 20 | 21 | 6.4 | -3.8 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.3 | 10 | 31 | 5.9 | -4.2 |
XYLD | Global X S&P 500 Covered Call ETF | 1.3 | 60 | -19 | 5.6 | -4.5 |
QLV | FlexShares US Quality Low Volatility Index Fund | 1.3 | 22 | 19 | 5.8 | -4.3 |
ILCB | iShares Morningstar U.S. Equity ETF | 1.3 | 3 | 38 | 6.4 | -3.8 |
USMF | WisdomTree U.S. Multifactor Fund | 1.3 | 28 | 13 | 9.3 | -0.8 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 1.2 | 60 | -19 | 5.8 | -4.3 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 1.2 | 29 | 12 | 6.2 | -3.9 |
SPY | SPDR S&P 500 ETF Trust | 1.2 | 9 | 32 | 6.4 | -3.7 |
IVV | iShares Core S&P 500 ETF | 1.2 | 3 | 38 | 6.5 | -3.6 |
PBP | Invesco S&P 500 BuyWrite ETF | 1.2 | 49 | -8 | 5.7 | -4.4 |
MIDF | iShares Edge MSCI Multifactor USA Mid-Cap ETF | 1.2 | 25 | 16 | 11.2 | +1.1 |
SPLG | SPDR Portfolio S&P 500 ETF | 1.2 | 3 | 38 | 6.5 | -3.6 |
XRMI | Global X S&P 500 Risk Managed Income ETF | 1.2 | 60 | -19 | 5.6 | -4.5 |
STLV | iShares Factors US Value Style ETF | 1.2 | 25 | 16 | 9.7 | -0.4 |
SCHX | Schwab U.S. Large-Cap ETF | 1.2 | 3 | 38 | 6.4 | -3.8 |
VOO | VANGUARD S&P 500 ETF | 1.2 | 3 | 38 | 6.5 | -3.6 |
SSPY | Syntax Stratified LargeCap ETF | 1.2 | 30 | 11 | 7.0 | -3.1 |
XVOL | Acruence Active Hedge U.S. Equity ETF | 1.2 | 83 | -42 | 5.7 | -4.4 |
XCLR | Global X S&P 500 Collar 95-110 ETF | 1.2 | 60 | -19 | 5.4 | -4.7 |
AIRR | First Trust RBA American Industrial Renaissance ETF | 1.2 | 70 | -29 | 7.1 | -3.0 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 1.2 | 2 | 39 | 6.4 | -3.7 |
SPGP | Invesco S&P 500 GARP ETF | 1.2 | 36 | 5 | 8.7 | -1.4 |
VSDA | VictoryShares Dividend Accelerator ETF | 1.2 | 35 | 6 | 7.0 | -3.2 |
IWM | iShares Russell 2000 ETF | 1.2 | 19 | 22 | 3.8 | -6.3 |
BLES | Inspire Global Hope Large Cap ETF | 1.2 | 52 | -11 | 6.4 | -3.8 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 1.2 | 12 | 29 | 6.4 | -3.7 |
PBUS | Invesco PureBeta MSCI USA ETF | 1.2 | 4 | 37 | 6.4 | -3.7 |
XTR | Global X S&P 500 Tail Risk ETF | 1.2 | 60 | -19 | 5.7 | -4.4 |
VTWO | Vanguard Russell 2000 Index Fund | 1.2 | 10 | 31 | 1.7 | -8.5 |
VOTE | Engine No. 1 Transform 500 ETF | 1.2 | 5 | 36 | 6.3 | -3.8 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.2 | 12 | 29 | 6.3 | -3.9 |
ROUS | Hartford Multifactor US Equity ETF | 1.1 | 19 | 22 | 7.9 | -2.2 |
VFMF | Vanguard U.S. Multifactor ETF | 1.1 | 19 | 22 | 10.3 | +0.2 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.1 | 10 | 31 | 6.6 | -3.5 |
EFIV | SPDR S&P 500 ESG ETF | 1.1 | 10 | 31 | 6.6 | -3.5 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.1 | 60 | -19 | 5.8 | -4.3 |
QDYN | FlexShares Quality Dividend Dynamic Index Fund | 1.1 | 37 | 4 | 8.6 | -1.5 |
VV | Vanguard Large-Cap Index Fund | 1.1 | 4 | 37 | 6.3 | -3.8 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 1.1 | 7 | 34 | 6.3 | -3.8 |
IQSU | IQ Candriam ESG US Equity ETF | 1.1 | 9 | 32 | 6.4 | -3.8 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 1.1 | 20 | 21 | 9.6 | -0.5 |
SPMO | Invesco S&P 500 Momentum ETF | 1.1 | 13 | 28 | 6.3 | -3.8 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 1.1 | 29 | 12 | 6.3 | -3.9 |
FTQI | First Trust Nasdaq BuyWrite Income ETF | 1.1 | 85 | -44 | 4.1 | -6.0 |
HEET | Hartford Schroders ESG US Equity ETF | 1.1 | 39 | 2 | 7.2 | -2.9 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.1 | 29 | 12 | 7.7 | -2.5 |
CSML | IQ Chaikin U.S. Small Cap ETF | 1.1 | 35 | 6 | 6.1 | -4.0 |
AFSM | First Trust Active Factor Small Cap ETF | 1.1 | 77 | -36 | 8.8 | -1.4 |
QUS | SPDR MSCI USA StrategicFactors ETF | 1.1 | 15 | 26 | 6.8 | -3.3 |
AFLG | First Trust Active Factor Large Cap ETF | 1.0 | 55 | -14 | 7.9 | -2.3 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 1.0 | 20 | 21 | 7.4 | -2.8 |
FVD | First Trust Value Line Dividend Index Fund | 1.0 | 70 | -29 | 6.2 | -3.9 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.0 | 75 | -34 | 6.5 | -3.6 |
RAFE | PIMCO RAFI ESG U.S. ETF | 1.0 | 30 | 11 | 8.8 | -1.3 |
FCPI | Fidelity Stocks for Inflation ETF | 1.0 | 29 | 12 | 10.1 | -0.0 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 1.0 | 25 | 16 | 7.6 | -2.5 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | -2 | 6.7 | -3.4 |
ACIO | Aptus Collared Income Opportunity ETF | 1.0 | 79 | -38 | 5.5 | -4.6 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.0 | 12 | 29 | 6.0 | -4.1 |
PKW | Invesco Buyback Achievers ETF | 1.0 | 64 | -23 | 10.0 | -0.1 |
PDP | Invesco DWA Momentum ETF | 1.0 | 62 | -21 | 5.7 | -4.4 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 1.0 | 21 | 20 | 4.3 | -5.8 |
FLRG | Fidelity U.S. Multifactor ETF | 0.9 | 29 | 12 | 8.3 | -1.8 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 0.9 | 25 | 16 | 8.9 | -1.3 |
DIV | Global X SuperDividend US ETF | 0.9 | 45 | -4 | 6.4 | -3.7 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 0.9 | 35 | 6 | 9.7 | -0.4 |
VFMO | Vanguard U.S. Momentum Factor ETF | 0.9 | 13 | 28 | 6.0 | -4.1 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.9 | 20 | 21 | 7.7 | -2.5 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 0.9 | 9 | 32 | 6.6 | -3.5 |
TOK | iShares MSCI Kokusai ETF | 0.8 | 25 | 16 | 6.5 | -3.6 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 0.8 | 15 | 26 | 14.6 | +4.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 0.8 | 15 | 26 | 6.5 | -3.6 |
RWL | Invesco S&P 500 Revenue ETF | 0.8 | 39 | 2 | 7.5 | -2.7 |
VT | Vanguard Total World Stock ETF | 0.8 | 8 | 33 | 6.8 | -3.3 |
HKND | Humankind US Stock ETF | 0.8 | 11 | 30 | 7.8 | -2.3 |
JEPI | JPMorgan Equity Premium Income ETF | 0.8 | 35 | 6 | 5.7 | -4.4 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 0.8 | 49 | -8 | 6.4 | -3.7 |
URTH | iShares MSCI World ETF | 0.8 | 24 | 17 | 6.5 | -3.6 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 0.8 | 60 | -19 | 5.8 | -4.3 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.8 | 20 | 21 | 6.7 | -3.4 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 0.8 | 124 | -83 | 12.9 | +2.8 |
SFY | SoFi Select 500 ETF | 0.8 | 0 | 41 | 6.4 | -3.8 |
MXDU | Nationwide Maximum Diversification US Core Equity ETF | 0.8 | 34 | 7 | 5.7 | -4.4 |
IUSG | iShares Core S&P US Growth ETF | 0.8 | 4 | 37 | 6.2 | -4.0 |
FDRR | Fidelity Dividend ETF for Rising Rates | 0.7 | 29 | 12 | 8.3 | -1.9 |
CVAR | Cultivar ETF | 0.7 | 87 | -46 | 8.1 | -2.0 |
IWL | iShares Russell Top 200 ETF | 0.7 | 15 | 26 | 6.3 | -3.8 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.7 | 63 | -22 | 5.1 | -5.0 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 0.7 | 15 | 26 | 8.1 | -2.0 |
MGC | Vanguard Mega Cap Index Fund | 0.7 | 7 | 34 | 6.3 | -3.8 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 0.7 | 0 | 41 | 6.4 | -3.8 |
VLUE | iShares MSCI USA Value Factor ETF | 0.7 | 15 | 26 | 12.8 | +2.7 |
ACWI | iShares MSCI ACWI ETF | 0.7 | 32 | 9 | 6.7 | -3.4 |
VFQY | Vanguard U.S. Quality Factor ETF | 0.7 | 13 | 28 | 8.8 | -1.4 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 0.7 | 146 | -105 | 5.0 | -5.1 |
RECS | Columbia Research Enhanced Core ETF | 0.6 | 15 | 26 | 7.6 | -2.5 |
AVLV | Avantis U.S. Large Cap Value ETF | 0.6 | 15 | 26 | 9.4 | -0.7 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 0.6 | 20 | 21 | 5.0 | -5.1 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.6 | 30 | 11 | 7.7 | -2.4 |
TTAC | TrimTabs US Free Cash Flow Quality ETF | 0.6 | 59 | -18 | 7.3 | -2.8 |
QLC | FlexShares US Quality Large Cap Index Fund | 0.6 | 32 | 9 | 7.2 | -2.9 |
RYLD | Global X Russell 2000 Covered Call ETF | 0.6 | 60 | -19 | 1.1 | -9.1 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.6 | 7 | 34 | 2.6 | -7.5 |
ERSX | ERShares NextGen Entrepreneurs ETF | 0.6 | 75 | -34 | 6.4 | -3.7 |
FDWM | Fidelity Women's Leadership ETF | 0.5 | 59 | -18 | 6.5 | -3.6 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 0.5 | 32 | 9 | 6.4 | -3.8 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 0.5 | 9 | 32 | 6.6 | -3.6 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 0.5 | 30 | 11 | 7.4 | -2.7 |
IWO | iShares Russell 2000 Growth ETF | 0.5 | 24 | 17 | 1.1 | -9.1 |
JQUA | JPMorgan U.S. Quality Factor ETF | 0.5 | 12 | 29 | 7.0 | -3.1 |
TMFX | Motley Fool Next Index ETF | 0.5 | 50 | -9 | 4.0 | -6.2 |
VTWG | Vanguard Russell 2000 Growth Index Fund | 0.5 | 15 | 26 | 0.8 | -9.4 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.5 | 30 | 11 | 6.7 | -3.4 |
ILCG | iShares Morningstar Growth ETF | 0.5 | 4 | 37 | 4.9 | -5.3 |
VOOG | Vanguard S&P 500 Growth ETF | 0.5 | 10 | 31 | 6.1 | -4.1 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.5 | 4 | 37 | 6.1 | -4.0 |
IVW | iShares S&P 500 Growth ETF | 0.5 | 18 | 23 | 6.0 | -4.1 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.5 | 20 | 21 | 7.1 | -3.1 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.5 | 70 | -29 | 5.0 | -5.1 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.5 | 12 | 29 | 7.1 | -3.0 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 0.5 | 85 | -44 | 7.0 | -3.1 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 0.5 | 65 | -24 | 7.4 | -2.8 |
LSAT | Leadershares Alphafactor Tactical Focused ETF | 0.5 | 99 | -58 | 11.7 | +1.6 |
PLTL | Principal US Small-Cap Adaptive Multi-Factor ETF | 0.4 | 19 | 22 | 8.5 | -1.7 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 0.4 | 38 | 3 | 9.3 | -0.8 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.4 | 30 | 11 | 10.3 | +0.2 |
FLQS | Franklin LibertyQ U.S. Small Cap Equity ETF | 0.4 | 35 | 6 | 7.9 | -2.2 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 0.4 | 12 | 29 | 5.7 | -4.4 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 0.4 | 9 | 32 | 6.8 | -3.3 |
GSPY | Gotham Enhanced 500 ETF | 0.4 | 50 | -9 | 6.8 | -3.4 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 0.4 | 20 | 21 | 9.0 | -1.2 |
ACWF | iShares MSCI Global Multifactor ETF | 0.4 | 35 | 6 | 10.2 | +0.1 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.3 | 52 | -11 | 5.9 | -4.3 |
SQEW | LeaderShares Equity Skew ETF | 0.3 | 75 | -34 | 6.8 | -3.3 |
OMFS | Invesco Russell 2000 Dynamic Multifactor ETF | 0.3 | 39 | 2 | 7.9 | -2.3 |
VUG | Vanguard Growth Index Fund | 0.3 | 4 | 37 | 5.3 | -4.9 |
OEF | iShares S&P 100 ETF | 0.3 | 20 | 21 | 6.2 | -3.9 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.3 | 23 | 18 | 4.7 | -5.4 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 0.3 | 30 | 11 | 7.8 | -2.4 |
PSET | Principal Price Setters Index ETF | 0.3 | 15 | 26 | 7.2 | -2.9 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 0.3 | 38 | 3 | 7.2 | -3.0 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.2 | 42 | -1 | 6.5 | -3.6 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.2 | 39 | 2 | 4.7 | -5.5 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.2 | 4 | 37 | 5.0 | -5.2 |
TMFC | Motley Fool 100 Index ETF | 0.1 | 50 | -9 | 5.0 | -5.1 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 0.1 | 13 | 28 | 6.2 | -3.9 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.1 | 49 | -8 | 8.0 | -2.2 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 0.1 | 12 | 29 | 6.3 | -3.9 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 0.1 | 15 | 26 | 7.7 | -2.4 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.1 | 28 | 13 | 7.4 | -2.8 |
BTHM | BlackRock Future U.S. Themes ETF | 0.1 | 60 | -19 | 6.7 | -3.5 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.0 | 8 | 33 | 6.0 | -4.1 |
IWF | iShares Russell 1000 Growth ETF | 0.0 | 19 | 22 | 5.9 | -4.2 |
VUSE | Vident Core US Equity Fund | 0.0 | 48 | -7 | 11.6 | +1.5 |
STLG | iShares Factors US Growth Style ETF | 0.0 | 25 | 16 | 8.7 | -1.5 |
ARB | AltShares Merger Arbitrage ETF | -1.0 | 67 | -26 | 7.4 | -2.7 |
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
2017 | 2018 | 2019 | 2020 | 2021 | 2022E | 2023E | |
---|---|---|---|---|---|---|---|
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
2021 | 2022E | 2023E | |
---|---|---|---|
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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