iShares Neuroscience and Healthcare ETF
ALTAR
Score™		 0.0% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 -26.7x P/Sales
ratio		 4.8x
P/BV
ratio		 0.0x Div.
yield		 1.3%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IBRN tracks a market cap-weighted index that provides global equity exposure to companies that are positioned to benefit from neuroscience advancements. The index may hold securities from large- to small-cap.

FUND BASICS
Category Global Equities
Fund Sponsor Blackrock
Website www.ishares.com/us/products/329137/ishares-neuroscience-and-healthcare-etf
Inception date Aug 24, 2022
Assets (mns) $5
Currency USD
Expense ratio 47 bp
Distributions Semi-annual

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 58
Wgt avg mkt cap (mns) $5,721
Large cap (>$10bn) 21.4%
Mid cap ($2-10bn) 31.1%
Small cap (<$2bn) 46.4%
Developed mkts 94.4%
Emerging mkts 5.7%

TOP TEN HOLDINGS
AXSOME THERAPEUTICS, INC. 4.9 %
PRAXIS PRECISION MEDICINES INC 4.7 %
PTC THERAPEUTICS INC 4.0 %
XENON PHARMACEUTICALS INC 4.0 %
BIOGEN IDEC INC 4.0 %
ACADIA PHARMACEUTICALS INC 3.9 %
ALKERMES PLC 3.9 %
SCHOLAR ROCK HOLDING CORP. 3.9 %
ARGENX SE ADR 3.8 %
NEUROCRINE BIOSCIENCES INC 3.7 %
Total 40.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 56.7 %
IRELAND 4.4 %
NETHERLANDS 3.8 %
SOUTH KOREA 3.2 %
SWITZERLAND 1.2 %
JAPAN 0.8 %
HONG KONG 0.5 %




HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
28.5% 28.5% -- -- 9.0%

Market Correlations
versus... Beta R-squared
S&P500 0.91 41%
MSCI EAFE 1.05 39%
MSCI Emg. Mkts. 0.94 36%

Technical Indicators
Recent close $32.06
30d moving avg. $31.53
Annualized volatility 24.1%
Short interest (ETF) 4.9%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 1
Turnover 0.7%
Bid/Ask (% of price) 0.58%
ADV underlying (mns) $729

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 490 potential alternatives to the iShares Neuroscience and Healthcare ETF ETF based on the alternatives' overlap in portfolio holdings with IBRN. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IBRN Expense: 47 bp ALTAR Score™: 0.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IBRN
Ticker Fund
Name		 Overlap1
vs IBRN
(%)		 Expense
ratio
(bp)		 Savings
vs IBRN
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IBRN
(%)
FBT First Trust NYSE Arca Biotechnology Index Fund 19.1 56 -9 1.8 +1.8
PBE Invesco Biotechnology & Genome ETF 17.6 58 -11 1.7 +1.7
SBIO ALPS Medical Breakthroughs ETF 13.9 50 -3 0.0 0.0
XBI State Street SPDR S&P Biotech ETF 12.0 35 12 -3.1 -3.1
PSIL AdvisorShares Psychedelics ETF 11.2 99 -52 0.0 0.0
PSCH Invesco S&P SmallCap Health Care ETF 10.1 29 18 3.3 +3.3
IBB iShares Biotechnology ETF 9.9 45 2 -0.3 -0.3
BBP Virtus LifeSci Biotech Products ETF 9.6 79 -32 -2.9 -2.9
IBBQ Invesco Nasdaq Biotechnology ETF 9.0 19 28 0.1 +0.1
BBC Virtus LifeSci Biotech Clinical Trials ETF 8.9 79 -32 0.0 0.0
BBH VanEck Biotech ETF 8.9 35 12 4.3 +4.3
FTXH First Trust Nasdaq Pharmaceuticals ETF 8.4 60 -13 6.9 +6.9
MEDX Horizon Kinetics Medical ETF 6.6 85 -38 1.2 +1.2
BMED Future Health ETF 6.3 85 -38 0.2 +0.2
XPH State Street SPDR S&P Pharmaceuticals ETF 6.2 35 12 0.9 +0.9
PJP Invesco Pharmaceuticals ETF 5.8 57 -10 6.7 +6.7
LFSC F/m Emerald Life Sciences Innovation ETF 5.7 79 -32 0.0 0.0
GDOC Goldman Sachs Future Health Care Equity ETF 5.3 75 -28 2.2 +2.2
FXH First Trust Health Care AlphaDEX Fund 4.9 62 -15 6.8 +6.8
FMED Fidelity Disruptive Medicine ETF 4.8 50 -3 -0.6 -0.6
SPIT F/m Emerald Special Situations ETF 4.3 105 -58 -0.9 -0.9
HELX Franklin Genomic Advancements ETF 4.3 50 -3 -0.4 -0.4
ROSC Hartford Multifactor Small Cap ETF 4.1 34 13 8.0 +8.0
QQQS Invesco NASDAQ Future Gen 200 ETF 4.1 20 27 -4.7 -4.7
QVAL Alpha Architect US Quantitative Value ETF 3.8 39 8 8.6 +8.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.8 59 -12 5.4 +5.4
GURU Global X Guru Index ETF 3.7 75 -28 2.4 +2.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 3.4 35 12 6.5 +6.5
XHE State Street SPDR S&P Health Care Equipment ETF 3.4 35 12 2.8 +2.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 -18 4.2 +4.2
CALF Pacer US Small Cap Cash Cows 100 ETF 3.3 59 -12 9.1 +9.1
IHE iShares U.S. Pharmaceuticals ETF 3.3 40 7 5.7 +5.7
JSML Janus Henderson Small Cap Growth Alpha ETF 3.2 30 17 7.1 +7.1
FMKT The Free Markets ETF 3.2 76 -29 3.9 +3.9
FSGS First Trust SMID Growth Strength ETF 3.1 60 -13 4.4 +4.4
RNSC Furst Trust Small Cap US Equity Select ETF 3.1 60 -13 4.3 +4.3
WDNA WisdomTree BioRevolution Fund 3.0 45 2 -2.0 -2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.0 70 -23 1.7 +1.7
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.9 68 -21 1.7 +1.7
XSHQ Invesco S&P SmallCap Quality ETF 2.9 29 18 6.7 +6.7
IJT iShares S&P Small-Cap 600 Growth ETF 2.8 18 29 4.7 +4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.7 95 -48 -0.4 -0.4
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.6 15 32 4.7 +4.7
GNOM Global X Genomics & Biotechnology ETF 2.6 50 -3 -3.8 -3.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 2.5 49 -2 9.7 +9.7
RNIN Bushido Capital US SMID Cap Equity ETF 2.4 70 -23 11.1 +11.1
FFTY Innovator IBD 50 ETF 2.4 80 -33 -1.8 -1.8
SIXS ETC 6 Meridian Small Cap Equity ETF 2.4 89 -42 8.6 +8.6
SAGP Strategas Global Policy Opportunities ETF 2.4 65 -18 4.6 +4.6
TMFX Motley Fool Next Index ETF 2.4 50 -3 2.7 +2.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.4 10 37 4.8 +4.8
PTH Invesco Dorsey Wright Healthcare Momentum ETF 2.3 60 -13 -1.7 -1.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.3 20 27 4.8 +4.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 -2 3.4 +3.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 12 3.1 +3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 32 3.9 +3.9
IWO iShares Russell 2000 Growth ETF 2.1 24 23 0.6 +0.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.1 49 -2 5.9 +5.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 22 10.6 +10.6
POWA Invesco Bloomberg Pricing Power ETF 2.0 40 7 5.1 +5.1
HAPS Harbor Human Capital Factor US Small Cap ETF 2.0 60 -13 3.4 +3.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 17 5.8 +5.8
AADR AdvisorShares Dorsey Wright ADR ETF 2.0 110 -63 4.0 +4.0
OZEM Roundhill GLP-1 & Weight Loss ETF 1.9 59 -12 3.9 +3.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.9 20 27 3.7 +3.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 8 1.3 +1.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.9 35 12 6.5 +6.5
TMAT Main Thematic Innovation ETF 1.9 164 -117 -1.5 -1.5
ABLS Abacus FCF Small Cap Leaders ETF 1.9 59 -12 5.1 +5.1
MID American Century Mid Cap Growth Impact ETF 1.9 45 2 2.9 +2.9
IWC iShares Micro-Cap ETF 1.9 60 -13 -1.3 -1.3
BUL Pacer US Cash Cows Growth ETF 1.8 60 -13 4.0 +4.0
JDOC JPMorgan Healthcare Leaders ETF 1.8 65 -18 3.3 +3.3
AGNG Global X Aging Population ETF 1.8 50 -3 3.9 +3.9
RSPH Invesco S&P 500 Equal Weight Health Care ETF 1.8 40 7 6.5 +6.5
VAMO Cambria Value & Momentum ETF 1.8 61 -14 5.4 +5.4
FESM Fidelity Enhanced Small Cap ETF 1.8 28 19 2.8 +2.8
PSC Principal U.S. Small-Cap ETF 1.7 38 9 6.0 +6.0
VTWG Vanguard Russell 2000 Growth ETF 1.7 10 37 0.8 +0.8
HRTS Tema Heart & Health ETF 1.7 75 -28 1.9 +1.9
GVLU Gotham 1000 Value ETF 1.7 50 -3 8.2 +8.2
THNR Amplify Weight Loss Drug & Treatment ETF 1.7 59 -12 5.7 +5.7
RSSL Global X Russell 2000 ETF 1.6 8 39 3.2 +3.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -13 6.0 +6.0
SGRT SMART Earnings Growth 30 ETF 1.6 59 -12 1.8 +1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 38 3.5 +3.5
AVSC Avantis U.S Small Cap Equity ETF 1.6 25 22 4.6 +4.6
IJR iShares Core S&P Small Cap ETF 1.6 6 41 6.8 +6.8
AFSM First Trust Active Factor Small Cap ETF 1.6 75 -28 6.6 +6.6
IWM iShares Russell 2000 ETF 1.6 19 28 3.2 +3.2
ABFL Abacus FCF Leaders ETF 1.6 59 -12 3.8 +3.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 43 5.1 +5.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -13 8.4 +8.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 44 6.8 +6.8
FDG American Century Focused Dynamic Growth ETF 1.5 45 2 1.6 +1.6
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 7 40 6.8 +6.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 1.5 12 35 7.2 +7.2
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 32 5.3 +5.3
PINK Simplify Health Care ETF 1.5 50 -3 0.6 +0.6
KNO AXS Knowledge Leaders ETF 1.4 78 -31 5.1 +5.1
VTWO Vanguard Russell 2000 ETF 1.4 7 40 3.3 +3.3
CVAR Cultivar ETF 1.4 87 -40 6.7 +6.7
VBK Vanguard Small-Cap Growth ETF 1.4 7 40 1.5 +1.5
STXK Strive Small-Cap ETF 1.4 18 29 5.3 +5.3
XJR iShares ESG Screened S&P Small-Cap ETF 1.3 12 35 6.7 +6.7
EES WisdomTree U.S. SmallCap Fund 1.3 38 9 7.6 +7.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 41 2.5 +2.5
ABLG Abacus FCF International Leaders ETF 1.3 59 -12 5.7 +5.7
VHT Vanguard Health Care ETF 1.3 9 38 4.8 +4.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 32 6.8 +6.8
FHLC Fidelity MSCI Health Care Index ETF 1.2 8 39 5.0 +5.0
SCHA Schwab U.S. Small-Cap ETF 1.2 4 43 4.9 +4.9
ECML Euclidean Fundamental Value ETF 1.2 95 -48 8.9 +8.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.2 20 27 5.4 +5.4
BFOR ALPS Barron's 400 ETF 1.1 65 -18 4.9 +4.9
FSMD Fidelity Small-Mid Multifactor ETF 1.1 15 32 6.1 +6.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -12 7.8 +7.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.1 39 8 4.3 +4.3
RCGE RockCreek Global Equality ETF 1.1 95 -48 6.0 +6.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.1 25 22 6.9 +6.9
CGV Conductor Global Equity Value ETF 1.1 130 -83 7.0 +7.0
ETHO Etho Climate Leadership U.S. ETF 1.0 47 0 4.7 +4.7
TPSC Timothy Plan US Small Cap Core ETF 1.0 52 -5 6.2 +6.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.0 12 35 6.8 +6.8
CANC Tema Oncology ETF 1.0 75 -28 -2.5 -2.5
FFND Future Fund Active ETF 1.0 100 -53 3.1 +3.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.0 31 16 6.1 +6.1
WCEO Hypatia Women CEO ETF 1.0 85 -38 2.8 +2.8
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -29 4.1 +4.1
NIXT Research Affiliates Deletions ETF 1.0 9 38 7.4 +7.4
VTWV Vanguard Russell 2000 Value ETF 1.0 10 37 5.9 +5.9
IWN iShares Russell 2000 Value ETF 1.0 24 23 5.8 +5.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 8 2.7 +2.7
ISCB iShares Morningstar Small-Cap ETF 1.0 4 43 5.1 +5.1
FFOX FundX Future Fund Opportunities ETF 1.0 100 -53 2.7 +2.7
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 34 2.5 +2.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.9 17 30 4.9 +4.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -17 0.9 +0.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 12 4.5 +4.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 12 6.8 +6.8
CGGO Capital Group Global Growth Equity ETF 0.9 47 0 3.8 +3.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -8 3.5 +3.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -13 8.7 +8.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.9 59 -12 8.6 +8.6
SXQG ETC 6 Meridian Quality Growth ETF 0.9 100 -53 3.8 +3.8
LST Leuthold Select Industries ETF 0.9 91 -44 4.8 +4.8
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 32 4.9 +4.9
OPTZ Optimize Strategy Index ETF 0.9 50 -3 4.2 +4.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 37 5.1 +5.1
VXF Vanguard Extended Market ETF 0.8 5 42 3.9 +3.9
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 22 8.6 +8.6
VFMF Vanguard U.S. Multifactor ETF 0.8 18 29 6.7 +6.7
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 18 7.1 +7.1
ITAN Sparkline Intangible Value ETF 0.8 50 -3 5.6 +5.6
FLDZ RiverNorth Patriot ETF 0.8 75 -28 5.7 +5.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.8 40 7 4.2 +4.2
AVMV Avantis U.S. Mid Cap Value ETF 0.8 20 27 7.6 +7.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 -13 4.1 +4.1
SFYX SoFi Next 500 ETF 0.7 0 47 5.0 +5.0
FFOG Franklin Focused Growth ETF 0.7 61 -14 1.9 +1.9
IYH iShares U.S. Healthcare ETF 0.7 40 7 5.3 +5.3
EZM WisdomTree U.S. MidCap Fund 0.7 38 9 7.6 +7.6
ULVM VictoryShares US Value Momentum ETF 0.7 20 27 6.6 +6.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -20 8.8 +8.8
DFAS Dimensional U.S. Small Cap ETF 0.7 26 21 5.8 +5.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.7 49 -2 2.9 +2.9
COWZ Pacer US Cash Cows 100 ETF 0.7 49 -2 7.4 +7.4
DFNV Donoghue Forlines Innovation ETF 0.7 69 -22 3.7 +3.7
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 8 7.3 +7.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.7 10 37 8.6 +8.6
VFVA Vanguard U.S. Value Factor ETF 0.7 13 34 9.4 +9.4
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 41 7.6 +7.6
QLV FlexShares US Quality Low Volatility Index Fund 0.7 22 25 5.1 +5.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.7 15 32 7.0 +7.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 27 2.6 +2.6
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 -2 5.8 +5.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.7 30 17 7.0 +7.0
VB Vanguard Small-Cap ETF 0.6 5 42 5.3 +5.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 8 8.5 +8.5
NUSC Nuveen ESG Small-Cap ETF 0.6 31 16 4.6 +4.6
VFQY Vanguard U.S. Quality Factor ETF 0.6 13 34 5.3 +5.3
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 20 8.0 +8.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 32 5.3 +5.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.6 35 12 6.4 +6.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 0.6 20 27 5.6 +5.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.6 65 -18 1.8 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 40 5.0 +5.0
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 29 6.0 +6.0
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -5 3.2 +3.2
AVIE Avantis  Inflation Focused Equity ETF 0.6 25 22 6.3 +6.3
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 30 5.3 +5.3
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 5 5.8 +5.8
RPV Invesco S&P 500 Pure Value ETF 0.5 35 12 9.1 +9.1
FEX First Trust Large Cap Core AlphaDEX Fund 0.5 59 -12 5.1 +5.1
JAVA JPMorgan Active Value ETF 0.5 44 3 5.5 +5.5
USMF WisdomTree U.S. Multifactor Fund 0.5 28 19 6.4 +6.4
BLES Inspire Global Hope ETF 0.5 61 -14 6.1 +6.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.5 12 35 6.2 +6.2
PPH VanEck Pharmaceutical ETF 0.5 36 11 6.4 +6.4
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -34 4.7 +4.7
VOE Vanguard Mid-Cap Value ETF 0.5 7 40 7.0 +7.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 32 6.4 +6.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -32 4.8 +4.8
VIDI Vident International Equity Strategy ETF 0.5 61 -14 9.4 +9.4
MDY SPDR S&P Midcap 400 ETF Trust 0.5 24 23 6.1 +6.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 29 3.7 +3.7
XLV The Health Care Select Sector SPDR Fund 0.5 8 39 6.0 +6.0
IJH iShares Core S&P Mid-Cap ETF 0.5 5 42 6.3 +6.3
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 8 4.0 +4.0
FDHT Fidelity Digital Health ETF 0.5 39 8 1.3 +1.3
SVAL iShares US Small Cap Value Factor ETF 0.5 20 27 7.9 +7.9
QGRO American Century U.S. Quality Growth ETF 0.5 29 18 3.0 +3.0
SIXL ETC 6 Meridian Low Beta Equity ETF 0.5 80 -33 5.8 +5.8
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 24 2.6 +2.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.4 3 44 6.3 +6.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.4 7 40 6.3 +6.3
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 34 8.9 +8.9
DXUV Dimensional US Vector Equity ETF 0.4 28 19 5.2 +5.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.4 24 23 6.5 +6.5
ISMD Inspire Small/Mid Cap ETF 0.4 54 -7 4.7 +4.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.4 35 12 5.3 +5.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.4 40 7 5.3 +5.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -23 9.4 +9.4
SCHM Schwab U.S. Mid-Cap ETF 0.4 4 43 6.1 +6.1
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.4 80 -33 9.6 +9.6
SIZE iShares MSCI USA Size Factor ETF 0.4 15 32 5.5 +5.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 5.4 +5.4
SDG iShares MSCI Global Sustainable Development Goals ETF 0.4 49 -2 4.8 +4.8
STXM Strive Mid-Cap ETF 0.4 18 29 5.5 +5.5
IJS iShares S&P Small-Cap 600 Value ETF 0.4 18 29 8.7 +8.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 0.4 20 27 5.8 +5.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -13 -0.9 -0.9
IQSI IQ Candriam International Equity ETF 0.4 15 32 5.7 +5.7
JGRO JPMorgan Active Growth ETF 0.4 44 3 2.9 +2.9
EUSA iShares MSCI USA Equal Weighted ETF 0.4 9 38 5.5 +5.5
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -18 7.1 +7.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.4 4 43 5.2 +5.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 41 7.3 +7.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.4 15 32 8.7 +8.7
APIE ActivePassive International Equity ETF 0.4 45 2 6.5 +6.5
SPMV Invesco S&P 500 Minimum Variance ETF 0.3 10 37 4.9 +4.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 26 3.1 +3.1
IWR iShares Russell Midcap ETF 0.3 19 28 5.5 +5.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -11 5.0 +5.0
USMV iShares MSCI USA Min Vol Factor ETF 0.3 15 32 5.0 +5.0
IXJ iShares Global Healthcare ETF 0.3 42 5 5.6 +5.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 0.3 24 23 7.4 +7.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 22 6.7 +6.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -5 5.0 +5.0
VLUE iShares MSCI USA Value Factor ETF 0.3 15 32 8.0 +8.0
DEUS Xtrackers Russell US Multifactor ETF 0.3 17 30 6.1 +6.1
IWS iShares Russell Mid-Cap Value ETF 0.3 23 24 6.3 +6.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.3 43 4 5.3 +5.3
EQAL Invesco Russell 1000 Equal Weight ETF 0.3 20 27 6.4 +6.4
VO Vanguard Mid-Cap ETF 0.3 4 43 5.3 +5.3
SSPY Syntax Stratified LargeCap ETF 0.3 30 17 6.0 +6.0
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 19 8.9 +8.9
IHI iShares U.S. Medical Devices ETF 0.3 40 7 3.5 +3.5
AFLG First Trust Active Factor Large Cap ETF 0.3 55 -8 5.4 +5.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 9 5.7 +5.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.2 9 38 4.6 +4.6
SGLC SGI U.S. Large Cap Core ETF 0.2 85 -38 3.3 +3.3
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 27 5.9 +5.9
JHMM John Hancock Multifactor Mid Cap ETF 0.2 42 5 5.5 +5.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.2 25 22 4.7 +4.7
EWY iShares MSCI South Korea ETF 0.2 58 -11 5.0 +5.0
DFUV Dimensional US Marketwide Value ETF 0.2 22 25 6.4 +6.4
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -78 6.0 +6.0
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 18 6.1 +6.1
RSP Invesco S&P 500 Equal Weight ETF 0.2 20 27 5.9 +5.9
FELV Fidelity Enhanced Large Cap Value ETF 0.2 18 29 5.9 +5.9
SMMD iShares Russell 2500 ETF 0.2 15 32 5.8 +5.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 27 5.3 +5.3
LRGF iShares U.S. Equity Factor ETF 0.2 8 39 4.7 +4.7
EBI Longview Advantage ETF 0.2 35 12 5.8 +5.8
DFSV Dimensional US Small Cap Value ETF 0.2 31 16 9.3 +9.3
ESGE iShares ESG Aware MSCI EM ETF 0.2 25 22 8.5 +8.5
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 30 4.7 +4.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2 9 38 5.4 +5.4
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 43 5.5 +5.5
FLKR Franklin FTSE South Korea ETF 0.2 9 38 5.8 +5.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.2 60 -13 3.3 +3.3
VALQ American Century U.S. Quality Value ETF 0.2 29 18 6.7 +6.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 27 7.3 +7.3
DCOR Dimensional US Core Equity 1 ETF 0.2 14 33 4.6 +4.6
USXF iShares ESG Advanced MSCI USA ETF 0.2 10 37 4.0 +4.0
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 32 5.0 +5.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 8 5.8 +5.8
XOEF iShares S&P 500 ex S&P 100 ETF 0.2 20 27 4.9 +4.9
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 29 6.5 +6.5
MODL VictoryShares WestEnd U.S. Sector ETF 0.2 42 5 3.9 +3.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 0.2 15 32 5.0 +5.0
STXV Strive 1000 Value ETF 0.2 18 29 7.2 +7.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.2 10 37 4.5 +4.5
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.2 45 2 8.5 +8.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.1 12 35 6.5 +6.5
FNDB Schwab Fundamental US Broad Market Index ETF 0.1 25 22 6.4 +6.4
PRF Invesco FTSE RAFI US 1000 ETF 0.1 39 8 5.9 +5.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 0.1 20 27 4.6 +4.6
XT iShares Exponential Technologies ETF 0.1 46 1 4.2 +4.2
EVUS iShares ESG Aware MSCI USA Value ETF 0.1 18 29 5.6 +5.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 23 5.5 +5.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -24 -1.3 -1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.1 3 44 4.2 +4.2
CRTC Xtrackers US National Critical Technologies ETF 0.1 35 12 4.1 +4.1
AVDE Avantis International Equity ETF 0.1 23 24 6.4 +6.4
VTI Vanguard Total Stock Market ETF 0.1 3 44 4.2 +4.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.1 25 22 6.4 +6.4
QQMG Invesco ESG NASDAQ 100 ETF 0.1 20 27 3.3 +3.3
IWV iShares Russell 3000 ETF 0.1 20 27 4.1 +4.1
ESGV Vanguard ESG U.S. Stock ETF 0.1 9 38 4.1 +4.1
SCHB Schwab U.S. Broad Market ETF 0.1 3 44 4.3 +4.3
VTHR Vanguard Russell 3000 ETF 0.1 7 40 4.2 +4.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.1 10 37 4.2 +4.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -26 10.4 +10.4
SUSL iShares ESG MSCI USA Leaders ETF 0.1 10 37 4.1 +4.1
QQQ Invesco QQQ Trust Series I 0.1 20 27 3.4 +3.4
QQQM Invesco NASDAQ 100 ETF 0.1 15 32 3.4 +3.4
SUSA iShares MSCI USA ESG Select ETF 0.1 25 22 3.9 +3.9
DFAU Dimensional US Core Equity Market ETF 0.1 12 35 4.3 +4.3
CATH Global X S&P 500 Catholic Values Custom ETF 0.1 29 18 4.0 +4.0
FBCV Fidelity Blue Chip Value ETF 0.1 59 -12 6.5 +6.5
AVUS Avantis U.S. Equity ETF 0.1 15 32 5.0 +5.0
JHML John Hancock Multifactor Large Cap ETF 0.1 29 18 4.6 +4.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -2 6.2 +6.2
VBR Vanguard Small Cap Value ETF 0.1 7 40 7.9 +7.9
PRXV Praxis Impact Large Cap Value ETF 0.1 36 11 5.9 +5.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 38 4.9 +4.9
ESGU iShares ESG Aware MSCI USA ETF 0.1 15 32 4.1 +4.1
AVSD Avantis Responsible International Equity ETF 0.1 23 24 4.7 +4.7
VTV Vanguard Value ETF 0.1 4 43 6.1 +6.1
GSPY Gotham Enhanced 500 ETF 0.1 50 -3 4.4 +4.4
RWK Invesco S&P MidCap 400 Revenue ETF 0.1 39 8 8.3 +8.3
JVAL JPMorgan U.S. Value Factor ETF 0.1 12 35 6.9 +6.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -28 4.8 +4.8
ROUS Hartford Multifactor US Equity ETF 0.1 19 28 6.1 +6.1
PTL Inspire 500 ETF 0.1 9 38 4.8 +4.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 28 5.4 +5.4
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -2 4.7 +4.7
DFUS Dimensional U.S. Equity ETF 0.1 9 38 4.1 +4.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 0.1 3 44 4.4 +4.4
VOOV Vanguard S&P 500 Value ETF 0.1 7 40 5.5 +5.5
IVE iShares S&P 500 Value ETF 0.1 18 29 5.4 +5.4
SPYV State Street SPDR Portfolio S&P 500 Value ETF 0.1 4 43 5.6 +5.6
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -3 3.9 +3.9
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.1 41 6 7.2 +7.2
IUS Invesco RAFI Strategic US ETF 0.1 19 28 6.0 +6.0
SCHV Schwab U.S. Large-Cap Value ETF 0.1 4 43 5.9 +5.9
VONV Vanguard Russell 1000 Value ETF 0.1 7 40 5.8 +5.8
IWD iShares Russell 1000 Value ETF 0.1 19 28 5.6 +5.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.1 15 32 4.2 +4.2
AVUQ Avantis U.S. Quality ETF 0.1 15 32 3.5 +3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.1 9 38 4.1 +4.1
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 11 4.2 +4.2
IUSV iShares Core S&P US Value ETF 0.1 4 43 5.7 +5.7
REVS Columbia Research Enhanced Value ETF 0.1 19 28 6.9 +6.9
GVUS Marketbeta Russell 1000 Value Equity ETF 0.1 12 35 5.8 +5.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.1 12 35 4.3 +4.3
GWX SPDR S&P International Small Cap ETF 0.1 40 7 6.0 +6.0
ILCV iShares Morningstar Value ETF 0.1 4 43 5.6 +5.6
DSI iShares MSCI KLD 400 Social ETF 0.1 25 22 4.1 +4.1
DEHP Dimensional Emerging Markets High Profitability ETF 0.1 41 6 5.3 +5.3
CHRI Global X S&P 500 Christian Values ETF 0.1 29 18 3.9 +3.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.1 14 33 4.3 +4.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 2 3.6 +3.6
DFLV Dimensional US Large Cap Value ETF 0.1 22 25 6.5 +6.5
SCHK Schwab 1000 Index ETF 0.1 5 42 4.3 +4.3
DFSU Dimensional US Sustainability Core 1 ETF 0.1 18 29 4.5 +4.5
EPS WisdomTree U.S. LargeCap Fund 0.1 8 39 5.0 +5.0
IYY iShares Dow Jones U.S. ETF 0.1 20 27 4.1 +4.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.1 14 33 4.2 +4.2
NACP Impact Shares NAACP Minority Empowerment ETF 0.1 49 -2 4.0 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.1 75 -28 3.3 +3.3
SNPE Xtrackers S&P 500 ESG ETF 0.1 10 37 4.3 +4.3
SPXT ProShares S&P 500 Ex-Technology ETF 0.1 9 38 4.8 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.1 7 40 4.4 +4.4
WRND IQ Global Equity R&D Leaders ETF 0.1 18 29 6.6 +6.6
VT Vanguard Total World Stock ETF 0.1 6 41 5.1 +5.1
DFAI Dimensional International Core Equity Market ETF 0.1 18 29 6.1 +6.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 0.1 8 39 4.3 +4.3
IWB iShares Russell 1000 ETF 0.1 15 32 4.2 +4.2
SCHX Schwab U.S. Large-Cap ETF 0.1 3 44 4.3 +4.3
LDEM iShares ESG MSCI EM Leaders ETF 0.1 17 30 11.4 +11.4
VONE Vanguard Russell 1000 ETF 0.1 7 40 4.3 +4.3
QWLD SPDR MSCI World StrategicFactors ETF 0.1 30 17 5.1 +5.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -14 5.0 +5.0
PBUS Invesco MSCI USA ETF 0.1 4 43 4.2 +4.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 0.1 19 28 4.8 +4.8
XMAG Defiance Large Cap ex-Mag 7 ETF 0.1 35 12 4.5 +4.5
DEXC Dimensional Emerging Markets ex China Core EquityETF 0.1 53 -6 6.2 +6.2
TXS Texas Capital Texas Equity Index ETF 0.1 49 -2 5.3 +5.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.1 12 35 3.6 +3.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.1 29 18 5.6 +5.6
RECS Columbia Research Enhanced Core ETF 0.1 15 32 5.0 +5.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.1 11 36 4.2 +4.2
DSPY Tema S&P 500 Historical Weight ETF 0.1 18 29 4.5 +4.5
EMXF iShares ESG Advanced MSCI EM ETF 0.1 16 31 7.2 +7.2
RWL Invesco S&P 500 Revenue ETF 0.1 39 8 5.9 +5.9
TOPC iShares S&P 500 3% Capped ETF 0.1 15 32 4.4 +4.4
IEUS iShares MSCI Europe Small-Cap ETF 0.1 42 5 6.6 +6.6
IDHQ Invesco S&P International Developed High Quality ETF 0.1 29 18 5.4 +5.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.1 20 27 4.3 +4.3
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 38 4.1 +4.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.1 9 38 4.1 +4.1
HDUS Hartford Disciplined US Equity ETF 0.1 19 28 5.0 +5.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 43 3.1 +3.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 32 6.6 +6.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.1 9 38 4.5 +4.5
XVV iShares ESG Screened S&P 500 ETF 0.0 8 39 4.1 +4.1
TOK iShares MSCI Kokusai ETF 0.0 26 21 4.3 +4.3
URTH iShares MSCI World ETF 0.0 24 23 4.4 +4.4
SCJ iShares MSCI Japan Small-Cap ETF 0.0 50 -3 6.0 +6.0
ACWI iShares MSCI ACWI ETF 0.0 32 15 4.7 +4.7
IWF iShares Russell 1000 Growth ETF 0.0 19 28 3.2 +3.2
RAUS RACWI US ETF 0.0 15 32 4.2 +4.2
VV Vanguard Large-Cap ETF 0.0 4 43 4.2 +4.2
IVV iShares Core S&P 500 ETF 0.0 3 44 4.2 +4.2
SPY SPDR S&P 500 ETF 0.0 9 38 4.2 +4.2
SPYM State Street SPDR Portfolio S&P 500 ETF 0.0 2 45 4.3 +4.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.0 20 27 4.0 +4.0
VOO Vanguard S&P 500 ETF 0.0 3 44 4.3 +4.3
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 5 3.9 +3.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.0 12 35 3.4 +3.4
IUSG iShares Core S&P U.S. Growth ETF 0.0 4 43 3.4 +3.4
QVML Invesco S&P 500 QVM Multi-factor ETF 0.0 11 36 4.4 +4.4
STRV Strive 500 ETF 0.0 5 42 4.1 +4.1
ILCB iShares Morningstar U.S. Equity ETF 0.0 3 44 4.2 +4.2
VONG Vanguard Russell 1000 Growth ETF 0.0 7 40 3.5 +3.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.0 40 7 6.2 +6.2
GXLC Global X U.S. 500 ETF 0.0 2 45 4.1 +4.1
RVRB Reverb ETF 0.0 30 17 4.0 +4.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.0 2 45 4.3 +4.3
BKLC BNY Mellon US Large Cap Core Equity ETF 0.0 0 47 4.3 +4.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.0 7 40 4.2 +4.2
VOTE TCW Transform 500 ETF 0.0 5 42 4.2 +4.2
FMDE Fidelity Enhanced Mid Cap ETF 0.0 23 24 5.2 +5.2
FNDC Schwab Fundamental International Small Co. Index ETF 0.0 39 8 5.3 +5.3
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.0 32 15 7.1 +7.1
TOV JLens 500 Jewish Advocacy U.S. ETF 0.0 18 29 4.0 +4.0
EEMA iShares MSCI Emerging Markets Asia ETF 0.0 49 -2 7.9 +7.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.0 10 37 3.6 +3.6
EMXC iShares MSCI Emerging Markets ex China ETF 0.0 25 22 5.9 +5.9
APUE ActivePassive U.S. Equity ETF 0.0 45 2 3.9 +3.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0 20 27 4.8 +4.8
BKEM BNY Mellon Emerging Markets Equity ETF 0.0 11 36 8.0 +8.0
FLAX Franklin FTSE Asia Ex Japan ETF 0.0 19 28 7.5 +7.5
STXG Strive 1000 Growth ETF 0.0 18 29 3.1 +3.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 0.0 30 17 8.1 +8.1
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.0 70 -23 7.3 +7.3
DFAE Dimensional Emerging Core Equity Market ETF 0.0 35 12 7.5 +7.5
TEXN iShares Texas Equity ETF 0.0 20 27 5.6 +5.6
EEM iShares MSCI Emerging Markets ETF 0.0 69 -22 8.1 +8.1
EWX SPDR S&P Emerging Markets Small Cap ETF 0.0 65 -18 7.2 +7.2
SFY SoFi Select 500 ETF 0.0 0 47 3.8 +3.8
VPL Vanguard FTSE Pacific ETF 0.0 7 40 5.9 +5.9
DFIC Dimensional International Core Equity 2 ETF 0.0 23 24 6.4 +6.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.0 38 9 7.6 +7.6
IEMG iShares Core MSCI Emerging Markets ETF 0.0 9 38 8.6 +8.6
GLOF iShares Global Equity Factor ETF 0.0 20 27 5.9 +5.9
ACVF American Conservative Values ETF 0.0 75 -28 3.6 +3.6
FBCG Fidelity Blue Chip Growth ETF 0.0 59 -12 2.2 +2.2
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.0 66 -19 7.8 +7.8
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.0 36 11 8.0 +8.0
JHEM John Hancock Multifactor Emerging Markets ETF 0.0 49 -2 8.3 +8.3
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.0 15 32 8.5 +8.5
AVSE Avantis Responsible Emerging Markets Equity ETF 0.0 33 14 7.0 +7.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 2 7.6 +7.6
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.0 30 17 6.7 +6.7
PKW Invesco Buyback Achievers ETF 0.0 62 -15 7.0 +7.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 44 6.1 +6.1
DFVX Dimensional US Large Cap Vector ETF 0.0 22 25 5.3 +5.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.0 29 18 3.8 +3.8
AVEM Avantis Emerging Markets Equity ETF 0.0 33 14 7.3 +7.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.0 41 6 6.5 +6.5
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.0 59 -12 7.6 +7.6
AVXC Avantis Emerging Markets Ex-China Equity ETF 0.0 33 14 7.0 +7.0
SCHF Schwab International Equity ETF 0.0 6 41 6.3 +6.3
VEA Vanguard FTSE Developed Markets ETF 0.0 3 44 6.2 +6.2
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 13 6.5 +6.5
VSGX Vanguard ESG International Stock ETF 0.0 10 37 6.7 +6.7
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 40 6.8 +6.8
VEU Vanguard FTSE All-World ex-US Index Fund 0.0 4 43 6.9 +6.9
VXUS Vanguard Total International Stock ETF 0.0 5 42 6.9 +6.9
IPAC iShares Core MSCI Pacific ETF 0.0 9 38 5.8 +5.8
IEFA iShares Core MSCI EAFE ETF 0.0 7 40 6.2 +6.2
SPEU SPDR Portfolio Europe ETF 0.0 7 40 6.4 +6.4
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 43 6.1 +6.1
SPEM SPDR Portfolio Emerging Markets ETF 0.0 7 40 9.3 +9.3
FELC Fidelity Enhanced Large Cap Core ETF 0.0 18 29 4.5 +4.5
AVLV Avantis U.S. Large Cap Value ETF 0.0 15 32 6.6 +6.6

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares Neuroscience and Healthcare ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity -30.2 %
Divided by: Fwd. P/BV 0.0 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 0.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.48 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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