iShares Cohen & Steers REIT ETF
ALTAR
Score™		 7.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.2x P/Sales
ratio		 7.9x
P/BV
ratio		 2.5x Div.
yield		 3.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares Cohen & Steers Realty Majors Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of large, actively traded U.S. real estate investment trusts, as represented by the Cohen & Steers Realty Majors Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Jan 29, 2001
Assets (mns) $1,918
Currency USD
Expense ratio 33 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 30
Wgt avg mkt cap (mns) $52,489
Large cap (>$10bn) 97.8%
Mid cap ($2-10bn) 2.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
WELLTOWER, INC. 9.3 %
PROLOGIS INC 8.3 %
AMERICAN TOWER CORP-CL A 7.7 %
EQUINIX INC 7.4 %
DIGITAL REALTY TRUST INC 5.6 %
REALTY INCOME CORP 5.3 %
SIMON PROPERTY GROUP INC 4.8 %
CROWN CASTLE INTL CORP 4.6 %
PUBLIC STORAGE 4.4 %
VICI PROPERTIES INC 4.0 %
Total 61.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
0.4% 1.4% 5.2% 5.3% 8.5%

Market Correlations
versus... Beta R-squared
S&P500 1.00 64%
MSCI EAFE 0.94 63%
MSCI Emg. Mkts. 0.81 50%

Technical Indicators
Recent close $61.29
30d moving avg. $61.03
Annualized volatility 19.1%
Short interest (ETF) 0.4%
Short interest (Underlying) 2.2%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 62
Turnover 0.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $3,767

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 488 potential alternatives to the iShares Cohen & Steers REIT ETF ETF based on the alternatives' overlap in portfolio holdings with ICF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: ICF Expense: 33 bp ALTAR Score™: 7.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH ICF
Ticker Fund
Name		 Overlap1
vs ICF
(%)		 Expense
ratio
(bp)		 Savings
vs ICF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs ICF
(%)
XLRE Real Estate Select Sector SPDR Fund 82.3 8 25 7.5 -0.4
DFAR Dimensional US Real Estate ETF 74.0 19 14 8.1 +0.2
SCHH Schwab U.S. REIT ETF 72.9 7 26 8.1 +0.2
IYR iShares U.S. Real Estate ETF 72.1 40 -7 7.4 -0.5
FRI First Trust S&P REIT Index Fund 70.5 50 -17 7.4 -0.5
USRT iShares Core U.S. REIT ETF 70.4 8 25 7.9 -0.0
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 69.0 11 22 7.9 +0.0
FREL Fidelity MSCI Real Estate Index ETF 67.5 8 25 7.5 -0.4
VNQ Vanguard Real Estate ETF 66.8 13 20 7.4 -0.5
RWR SPDR Dow Jones REIT ETF 66.0 25 8 7.6 -0.3
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 63.2 40 -7 7.8 -0.1
AVRE Avantis Real Estate ETF 58.8 17 16 7.1 -0.8
PSR Invesco Active U.S. Real Estate Fund 58.8 35 -2 8.0 +0.1
DFGR Dimensional Global Real Estate ETF 55.0 22 11 7.4 -0.5
JPRE JPMorgan Realty Income ETF 54.9 50 -17 8.2 +0.3
FPRO Fidelity Real Estate Investment ETF 54.4 59 -26 6.5 -1.4
VGSR Vert Global Sustainable Real Estate ETF 54.4 47 -14 7.4 -0.5
REET iShares Global REIT ETF 51.4 14 19 7.4 -0.5
RWO SPDR Dow Jones Global Real Estate ETF 49.8 50 -17 7.0 -0.9
JRE Janus Henderson U.S. Real Estate ETF 45.3 65 -32 7.6 -0.3
ERET iShares Environmentally Aware Real Estate ETF 45.2 30 3 7.3 -0.5
BYRE Principal Real Estate Active Opportunities ETF 42.0 65 -32 6.5 -1.4
PPTY US Diversified Real Estate ETF 41.8 53 -20 7.9 -0.0
RITA ETFB Green SRI REITs ETF 41.1 50 -17 5.9 -2.0
IRET iREIT - MarketVector Quality REIT Index ETF 40.0 60 -27 7.0 -0.9
GQRE FlexShares Global Quality Real Estate Index Fund 39.2 45 -12 7.8 -0.1
IVRA Invesco Real Assets ESG ETF 37.9 59 -26 6.3 -1.6
REZ iShares Residential and Multisector Real Estate ETF 36.7 48 -15 6.4 -1.5
SPRE SP Funds S&P Global REIT Sharia ETF 35.4 55 -22 6.0 -1.9
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 34.2 60 -27 6.0 -1.9
SRVR Pacer Data & Infrastructure Real Estate ETF 31.1 55 -22 3.7 -4.2
HAUS Residential REIT ETF 31.0 60 -27 5.5 -2.4
DTCR Global X Data Center & Digital Infrastructure ETF 28.0 50 -17 4.4 -3.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 28.0 41 -8 6.0 -1.9
NURE Nuveen Short-Term REIT ETF 27.3 35 -2 8.0 +0.1
REAI Intelligent Real Estate ETF 24.0 59 -26 14.9 +7.0
IQRA IQ CBRE Real Assets ETF 23.7 65 -32 5.7 -2.2
BLLD JPMorgan Sustainable Infrastructure ETF 19.7 49 -16 6.1 -1.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 19.2 7 26 9.8 +1.9
RDOG ALPS REIT Dividend Dogs ETF 18.2 35 -2 9.4 +1.6
DESK VanEck Office and Commercial REIT ETF 18.0 50 -17 13.4 +5.5
INDS Pacer Industrial Real Estate ETF 17.3 55 -22 6.8 -1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 16.3 30 3 8.9 +1.1
HOMZ Hoya Capital Housing ETF 15.9 30 3 9.3 +1.4
ABLD Abacus FCF Real Assets Leaders ETF 13.3 69 -36 6.7 -1.2
BIBL Inspire 100 ETF 12.6 35 -2 5.1 -2.8
VRAI Virtus Real Asset Income ETF 11.7 55 -22 10.1 +2.2
DIVG Invesco S&P 500 High Dividend Growers ETF 11.7 39 -6 8.3 +0.5
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 10.4 60 -27 9.0 +1.2
BLDG Cambria Global Real Estate ETF 10.0 60 -27 11.5 +3.6
NETL NETLease Corporate Real Estate ETF 9.2 60 -27 8.3 +0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 9.2 25 8 5.4 -2.5
SPLV Invesco S&P 500 Low Volatility ETF 9.2 25 8 5.3 -2.6
TBG TBG Dividend Focus ETF 9.0 59 -26 7.8 -0.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.7 46 -13 5.6 -2.3
ICAP InfraCap Equity Income Fund ETF 8.7 171 -138 6.2 -1.7
TXS Texas Capital Texas Equity Index ETF 8.6 49 -16 5.6 -2.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.4 60 -27 6.8 -1.1
MBCC Monarch Blue Chips Core ETF 8.3 125 -92 4.1 -3.8
FDVV Fidelity High Dividend ETF 8.1 15 18 7.6 -0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 8.0 27 6 7.0 -0.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.9 12 21 5.7 -2.2
CZA Invesco Zacks Mid-Cap ETF 7.6 72 -39 6.5 -1.4
IDAT iShares Future Cloud 5G and Tech ETF 7.5 47 -14 4.7 -3.2
BWEB Bitwise Web3 ETF 7.4 85 -52 -0.1 -8.0
ULVM VictoryShares US Value Momentum ETF 7.0 20 13 7.3 -0.6
FCLD Fidelity Cloud Computing ETF 6.9 39 -6 3.2 -4.7
PY Principal Value ETF 6.9 15 18 7.1 -0.7
NUDV Nuveen ESG Dividend ETF 6.8 26 7 7.6 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 6.6 15 18 7.5 -0.4
TMFG Motley Fool Global Opportunities ETF 6.5 85 -52 3.9 -4.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.5 60 -27 4.8 -3.1
SPDV AAM S&P 500 High Dividend Value ETF 6.2 29 4 10.5 +2.6
DEW WisdomTree Global High Dividend Fund 6.0 58 -25 8.4 +0.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 6.0 10 23 4.3 -3.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 6.0 10 23 4.3 -3.6
ONEY SPDR Russell 1000 Yield Focus ETF 6.0 20 13 9.4 +1.5
IWS iShares Russell Mid-Cap Value ETF 5.9 23 10 6.7 -1.2
NXTG First Trust Indxx NextG ETF 5.9 70 -37 5.3 -2.6
MAGA Point Bridge America First ETF 5.9 72 -39 5.7 -2.2
NUMV Nuveen ESG Mid-Cap Value ETF 5.7 31 2 6.9 -1.0
VOE Vanguard Mid-Cap Value ETF 5.7 7 26 7.6 -0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.6 70 -37 4.7 -3.2
FMET Fidelity Metaverse ETF 5.5 39 -6 4.7 -3.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 4 6.2 -1.7
PTL Inspire 500 ETF 5.4 9 24 5.2 -2.7
FCPI Fidelity Stocks for Inflation ETF 5.1 15 18 7.5 -0.4
FDCF Fidelity Disruptive Communications ETF 5.1 50 -17 2.8 -5.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 5.1 20 13 6.4 -1.5
UDI USCF Dividend Income Fund 5.1 65 -32 8.1 +0.2
IMCV iShares Morningstar Mid-Cap Value ETF 5.1 6 27 8.0 +0.1
KNCT Invesco Next Gen Connectivity ETF 5.1 40 -7 4.8 -3.1
SDG iShares MSCI Global Sustainable Development Goals ETF 5.0 49 -16 5.8 -2.1
ERTH Invesco MSCI Sustainable Future ETF 4.9 62 -29 3.7 -4.2
MILN Global X Millennial Consumer ETF 4.9 50 -17 3.6 -4.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.9 15 18 6.0 -1.9
RBLD First Trust Alerian US NextGen Infrastructure ETF 4.9 65 -32 4.9 -3.0
DLN WisdomTree U.S. LargeCap Dividend Fund 4.8 28 5 5.9 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.8 18 15 7.7 -0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 9 8.1 +0.2
CGDG Capital Group Dividend Growers ETF 4.7 47 -14 6.3 -1.6
IMCB iShares Morningstar Mid-Cap ETF 4.7 4 29 6.0 -1.9
VO Vanguard Mid-Cap ETF 4.7 4 29 5.7 -2.2
FMDE Fidelity Enhanced Mid Cap ETF 4.7 23 10 5.7 -2.2
RSP Invesco S&P 500 Equal Weight ETF 4.7 20 13 6.5 -1.4
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 60 -27 5.7 -2.2
IWR iShares Russell Midcap ETF 4.6 19 14 5.7 -2.2
DON WisdomTree U.S. MidCap Dividend Fund 4.6 38 -5 8.7 +0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.6 39 -6 11.6 +3.7
SIZE iShares MSCI USA Size Factor ETF 4.5 15 18 6.0 -1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 4.5 60 -27 6.5 -1.4
EUSA iShares MSCI USA Equal Weighted ETF 4.5 9 24 6.1 -1.8
JHDV John Hancock U.S. High Dividend ETF 4.4 34 -1 6.6 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 4.4 6 27 3.9 -4.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.3 47 -14 5.8 -2.1
RIET Hoya Capital High Dividend Yield ETF 4.3 50 -17 48.7 +40.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.3 10 23 5.1 -2.8
DTD WisdomTree U.S. Total Dividend Fund 4.3 28 5 6.3 -1.6
SDY SPDR S&P Dividend ETF 4.3 35 -2 6.6 -1.3
FLDZ RiverNorth Patriot ETF 4.3 75 -42 6.1 -1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.3 9 24 6.1 -1.8
HAPY Harbor Human Capital Factor Unconstrained ETF 4.2 50 -17 5.6 -2.3
BLES Inspire Global Hope ETF 4.2 61 -28 6.8 -1.1
CLOU Global X Cloud Computing ETF 4.2 68 -35 2.3 -5.6
JAVA JPMorgan Active Value ETF 4.2 44 -11 6.4 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 4.1 20 13 6.8 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.1 35 -2 6.1 -1.8
QUVU Hartford Quality Value ETF 4.1 46 -13 7.3 -0.6
VICE AdvisorShares Vice ETF 4.0 99 -66 6.0 -1.9
BJK VanEck Gaming ETF 4.0 65 -32 3.9 -4.0
BEEZ Honeytree U.S. Equity ETF 4.0 64 -31 3.7 -4.2
IGPT Invesco AI and Next Gen Software ETF 3.9 60 -27 4.3 -3.6
DHS WisdomTree U.S. High Dividend Fund 3.8 38 -5 8.0 +0.1
DEMZ Democratic Large Cap Core ETF 3.8 45 -12 4.5 -3.4
JPEF JPMorgan Equity Focus ETF 3.8 50 -17 4.3 -3.6
SWP SWP Growth & Income ETF 3.7 99 -66 4.1 -3.8
INRO iShares U.S. Industry Rotation Active ETF 3.7 42 -9 4.2 -3.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.7 15 18 6.7 -1.2
MDLV Morgan Dempsey Large Cap Value ETF 3.7 58 -25 7.4 -0.5
FVD First Trust Value Line Dividend Index Fund 3.7 65 -32 6.2 -1.7
QDF FlexShares Quality Dividend Index Fund 3.7 37 -4 6.2 -1.7
DIVL Madison Dividend Value ETF 3.6 65 -32 5.8 -2.1
SIXG Defiance Connective Technologies ETF 3.6 30 3 3.6 -4.3
VOT Vanguard Mid-Cap Growth ETF 3.6 7 26 3.5 -4.4
VEGN US Vegan Climate ETF 3.5 60 -27 4.5 -3.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 21 6.5 -1.4
USXF iShares ESG Advanced MSCI USA ETF 3.5 10 23 4.5 -3.4
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 7 6.3 -1.6
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 29 6.7 -1.2
XMLV Invesco S&P MidCap Low Volatility ETF 3.5 25 8 7.5 -0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 3.4 37 -4 6.0 -1.9
EVUS iShares ESG Aware MSCI USA Value ETF 3.4 18 15 6.5 -1.4
XDAT Franklin Exponential Data ETF 3.3 50 -17 2.1 -5.8
SRET Global X SuperDividend REIT ETF 3.3 59 -26 12.0 +4.1
AGNG Global X Aging Population ETF 3.3 50 -17 4.9 -3.0
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.3 65 -32 -1.5 -9.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -22 4.2 -3.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.2 4 29 6.1 -1.8
DVND Touchstone Dividend Select ETF 3.2 67 -34 5.6 -2.3
MBOX Freedom Day Dividend ETF 3.1 39 -6 7.4 -0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.1 9 24 4.9 -3.0
IWD iShares Russell 1000 Value ETF 3.1 19 14 6.4 -1.5
BGIG Bahl & Gaynor Income Growth ETF 3.0 45 -12 5.2 -2.7
JHMM John Hancock Multifactor Mid Cap ETF 3.0 42 -9 6.3 -1.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.0 20 13 7.6 -0.3
KONG Formidable Fortress ETF 2.9 89 -56 6.0 -1.9
VONV Vanguard Russell 1000 Value ETF 2.9 7 26 6.5 -1.4
STXV Strive 1000 Value ETF 2.9 18 15 8.0 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.9 12 21 5.2 -2.7
BDIV AAM Brentview Dividend Growth ETF 2.8 49 -16 4.6 -3.3
TMFM Motley Fool Mid-Cap Growth ETF 2.8 85 -52 2.6 -5.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.8 9 24 5.5 -2.4
STXM Strive Mid-Cap ETF 2.7 18 15 6.1 -1.8
FELV Fidelity Enhanced Large Cap Value ETF 2.7 18 15 6.7 -1.2
SMOT VanEck Morningstar SMID Moat ETF 2.7 49 -16 6.4 -1.5
WCEO Hypatia Women CEO ETF 2.7 85 -52 3.7 -4.2
CHGX AXS Change Finance ESG ETF 2.7 49 -16 4.8 -3.1
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -32 4.1 -3.8
CVY Invesco Zacks Multi-Asset Income ETF 2.7 106 -73 12.2 +4.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 15 5.8 -2.1
SSPY Syntax Stratified LargeCap ETF 2.6 30 3 6.7 -1.2
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.6 65 -32 6.4 -1.5
VOOV Vanguard S&P 500 Value ETF 2.6 7 26 6.3 -1.6
IVE iShares S&P 500 Value ETF 2.6 18 15 6.1 -1.8
SPYV SPDR Portfolio S&P 500 Value ETF 2.6 4 29 6.3 -1.6
AFLG First Trust Active Factor Large Cap ETF 2.6 55 -22 6.3 -1.6
IUSV iShares Core S&P US Value ETF 2.5 4 29 6.4 -1.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.5 19 14 5.3 -2.6
JEPI JPMorgan Equity Premium Income ETF 2.5 35 -2 5.6 -2.3
FUNL CornerCap Fundametrics Large-Cap ETF 2.5 50 -17 7.2 -0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 -2 5.1 -2.8
GURU Global X Guru Index ETF 2.5 75 -42 3.0 -4.9
FQAL Fidelity Quality Factor ETF 2.5 15 18 5.6 -2.3
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -52 2.0 -5.9
OCFS Otter Creek Focus Strategy ETF 2.5 85 -52 4.0 -3.9
BEEX BeeHive ETF 2.5 84 -51 4.3 -3.6
SPGP Invesco S&P 500 GARP ETF 2.4 34 -1 6.4 -1.5
SUSA iShares MSCI USA ESG Select ETF 2.4 25 8 4.7 -3.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 18 4.9 -3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -27 3.9 -4.0
SCHM Schwab U.S. Mid-Cap ETF 2.4 4 29 6.6 -1.3
VBK Vanguard Small-Cap Growth ETF 2.4 7 26 1.9 -6.0
VTV Vanguard Value ETF 2.4 4 29 6.9 -1.0
DIVB iShares Core Dividend ETF 2.4 5 28 8.0 +0.1
KLMN Invesco MSCI North America Climate ETF 2.3 9 24 4.9 -3.0
RFFC ALPS Active Equity Opportunity ETF 2.3 48 -15 4.4 -3.5
CGUS Capital Group Core Equity ETF 2.3 33 0 4.3 -3.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -23 6.1 -1.8
DSI iShares MSCI KLD 400 Social ETF 2.3 25 8 4.8 -3.1
BLCV iShares Large Cap Value Active ETF 2.3 53 -20 7.3 -0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.2 7 26 5.1 -2.8
SPVM Invesco S&P 500 Value with Momentum ETF 2.2 39 -6 7.6 -0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.2 9 24 4.6 -3.3
CVAR Cultivar ETF 2.1 87 -54 6.8 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 18 7.0 -0.9
QLC FlexShares US Quality Large Cap Index Fund 2.1 25 8 5.4 -2.5
FDLO Fidelity Low Volatility Factor ETF 2.1 15 18 5.4 -2.5
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 3 8.2 +0.3
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 15 5.1 -2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.1 10 23 4.9 -3.0
NULC Nuveen ESG Large-Cap ETF 2.1 21 12 4.6 -3.3
DEUS Xtrackers Russell US Multifactor ETF 2.0 17 16 7.0 -0.9
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 23 5.1 -2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.0 8 25 4.9 -3.0
STXD Strive 1000 Dividend Growth ETF 2.0 35 -2 4.8 -3.1
JHML John Hancock Multifactor Large Cap ETF 2.0 29 4 5.3 -2.6
ASLV Allspring Special Large Value ETF 2.0 35 -2 6.4 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 21 5.8 -2.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 8 6.2 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 18 7.0 -0.9
CGDV Capital Group Dividend Value ETF 2.0 33 0 4.5 -3.4
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -46 4.1 -3.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -17 8.1 +0.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 24 4.8 -3.1
ILCV iShares Morningstar Value ETF 1.9 4 29 6.4 -1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 13 5.0 -2.9
HDUS Hartford Disciplined US Equity ETF 1.9 19 14 5.7 -2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 1.9 15 18 4.6 -3.3
ROE Astoria US Quality Kings ETF 1.9 49 -16 6.5 -1.4
FMKT The Free Markets ETF 1.9 76 -43 1.6 -6.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 31 4.9 -3.0
PRXV Praxis Impact Large Cap Value ETF 1.9 36 -3 6.5 -1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 22 4.9 -3.0
HAPI Harbor Human Capital Factor US Large Cap ETF 1.9 36 -3 4.8 -3.1
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 24 4.7 -3.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 -7 3.7 -4.2
SUSL iShares ESG MSCI USA Leaders ETF 1.9 10 23 4.9 -3.0
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 18 4.7 -3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.8 18 15 8.6 +0.7
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -15 4.4 -3.5
XVV iShares ESG Screened S&P 500 ETF 1.8 8 25 4.8 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.8 0 33 4.9 -3.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -27 9.4 +1.5
VB Vanguard Small-Cap ETF 1.8 5 28 6.1 -1.8
SFYX SoFi Next 500 ETF 1.8 0 33 5.7 -2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.8 31 2 2.5 -5.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.8 15 18 8.7 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.8 7 26 4.8 -3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 18 7.9 -0.0
VOTE TCW Transform 500 ETF 1.8 5 28 4.8 -3.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 10 23 8.8 +0.9
INCE Franklin Income Equity Focus ETF 1.8 29 4 5.5 -2.4
FLRG Fidelity U.S. Multifactor ETF 1.8 15 18 6.9 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -26 3.9 -4.0
REVS Columbia Research Enhanced Value ETF 1.8 19 14 7.5 -0.4
NIXT Research Affiliates Deletions ETF 1.7 9 24 8.7 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 1.7 39 -6 6.8 -1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 19 4.8 -3.1
SHE SPDR MSCI USA Gender Diversity ETF 1.7 20 13 5.0 -2.9
POWA Invesco Bloomberg Pricing Power ETF 1.7 40 -7 5.3 -2.6
IWX iShares Russell Top 200 Value ETF 1.7 20 13 6.2 -1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 13 4.7 -3.2
PBUS Invesco MSCI USA ETF 1.7 4 29 4.8 -3.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 4 4.6 -3.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -22 4.8 -3.1
VFMV Vanguard U.S. Minimum Volatility ETF 1.7 13 20 5.7 -2.2
IVV iShares Core S&P 500 ETF 1.7 3 30 4.9 -3.0
VONE Vanguard Russell 1000 ETF 1.7 7 26 4.9 -3.0
IWB iShares Russell 1000 ETF 1.7 15 18 4.8 -3.1
SPY SPDR S&P 500 ETF Trust 1.7 9 24 4.9 -3.0
VOO Vanguard S&P 500 ETF 1.7 3 30 5.0 -2.9
SCHX Schwab U.S. Large-Cap ETF 1.7 3 30 4.9 -3.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -32 3.5 -4.4
SPLG SPDR Portfolio S&P 500 ETF 1.7 2 31 4.9 -3.0
VLUE iShares MSCI USA Value Factor ETF 1.7 15 18 9.5 +1.6
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 4 4.7 -3.2
FLQL Franklin LibertyQ U.S. Equity ETF 1.6 15 18 5.3 -2.6
YALL God Bless America ETF 1.6 65 -32 3.6 -4.3
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 30 4.8 -3.1
IYY iShares Dow Jones U.S. ETF 1.6 20 13 4.8 -3.1
SCHK Schwab 1000 Index ETF 1.6 5 28 5.0 -2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 13 6.9 -1.0
FLV American Century Focused Large Cap Value ETF 1.6 42 -9 6.5 -1.4
ACVF American Conservative Values ETF 1.6 75 -42 4.3 -3.6
PRAY FIS Christian Stock Fund 1.6 69 -36 5.1 -2.8
YOKE Yoke Core ETF 1.6 42 -9 4.4 -3.5
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 18 5.4 -2.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 28 7.9 0.0
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 23 5.7 -2.2
IWV iShares Russell 3000 ETF 1.6 20 13 4.7 -3.2
FTA First Trust Large Cap Value AlphaDEX Fund 1.6 59 -26 8.9 +1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.6 3 30 5.1 -2.8
VTI Vanguard Total Stock Market ETF 1.6 3 30 4.9 -3.0
VTHR Vanguard Russell 3000 ETF 1.6 7 26 4.8 -3.1
WOMN Impact Shares YWCA Women's Empowerment ETF 1.6 75 -42 5.3 -2.6
VV Vanguard Large-Cap ETF 1.6 4 29 4.8 -3.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.6 11 22 5.1 -2.8
VLU SPDR S&P 1500 Value Tilt ETF 1.6 12 21 7.4 -0.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 21 4.5 -3.4
HLGE Hartford Longevity Economy ETF 1.6 44 -11 -0.4 -8.3
APUE ActivePassive U.S. Equity ETF 1.6 45 -12 4.6 -3.3
STRV Strive 500 ETF 1.6 5 28 4.8 -3.1
SCHB Schwab U.S. Broad Market ETF 1.6 3 30 5.0 -2.9
FVAL Fidelity Value Factor ETF 1.6 15 18 6.8 -1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 30 4.9 -3.0
FDMO Fidelity Momentum Factor ETF 1.6 15 18 3.6 -4.3
SGLC SGI U.S. Large Cap Core ETF 1.6 85 -52 4.0 -3.9
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 21 7.0 -0.9
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 13 8.6 +0.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -47 7.7 -0.2
CAML Congress Large Cap Growth ETF 1.5 66 -33 3.4 -4.5
SMMD iShares Russell 2500 ETF 1.5 15 18 6.1 -1.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 8 5.3 -2.6
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.5 40 -7 7.0 -0.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.5 60 -27 5.9 -2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 1.5 18 15 4.6 -3.3
XT iShares Exponential Technologies ETF 1.5 46 -13 4.9 -3.0
RAFE PIMCO RAFI ESG U.S. ETF 1.5 29 4 7.1 -0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 24 5.2 -2.7
FOVL iShares Focused Value Factor ETF 1.5 25 8 10.7 +2.8
ETHO Etho Climate Leadership U.S. ETF 1.5 47 -14 5.3 -2.6
MDY SPDR S&P Midcap 400 ETF Trust 1.5 24 9 7.1 -0.8
IJH iShares Core S&P Mid-Cap ETF 1.5 5 28 7.3 -0.6
RECS Columbia Research Enhanced Core ETF 1.4 15 18 5.6 -2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.4 7 26 7.4 -0.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 -5 4.5 -3.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.4 3 30 7.3 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -26 5.8 -2.1
IETC iShares U.S. Tech Independence Focused ETF 1.4 18 15 3.7 -4.2
RVRB Reverb ETF 1.4 30 3 4.5 -3.4
VBR Vanguard Small Cap Value ETF 1.4 7 26 9.1 +1.2
SFY SoFi Select 500 ETF 1.4 0 33 4.4 -3.5
PFM Invesco Dividend Achievers ETF 1.4 53 -20 5.3 -2.6
ILCG iShares Morningstar Growth ETF 1.4 4 29 3.6 -4.3
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -17 5.5 -2.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -26 2.7 -5.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 8 5.6 -2.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.3 32 1 4.9 -3.0
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 27 9.2 +1.3
FBCV Fidelity Blue Chip Value ETF 1.3 59 -26 7.4 -0.5
TOK iShares MSCI Kokusai ETF 1.3 26 7 5.0 -2.9
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -26 4.3 -3.6
ROUS Hartford Multifactor US Equity ETF 1.3 19 14 7.0 -0.9
FPX First Trust US Equity Opportunities ETF 1.3 61 -28 1.0 -6.9
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 15 5.2 -2.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -27 5.3 -2.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -47 6.7 -1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.2 9 24 5.2 -2.7
MGK Vanguard Mega Cap Growth ETF 1.2 7 26 4.1 -3.8
SMAP Amplify Small-Mid Cap Equity ETF 1.2 60 -27 5.5 -2.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 8 7.2 -0.7
URTH iShares MSCI World ETF 1.2 24 9 5.1 -2.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.2 29 4 6.4 -1.5
STXG Strive 1000 Growth ETF 1.2 18 15 3.8 -4.1
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 13 5.6 -2.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 8 7.2 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.2 15 18 7.2 -0.7
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -17 4.7 -3.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -12 4.4 -3.5
VUG Vanguard Growth ETF 1.2 4 29 4.0 -3.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -16 9.4 +1.5
LRGF iShares U.S. Equity Factor ETF 1.1 8 25 5.4 -2.5
TMAT Main Thematic Innovation ETF 1.1 164 -131 -1.5 -9.3
SFYF SoFi Social 50 ETF 1.1 29 4 0.4 -7.5
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -47 6.1 -1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 16 5.8 -2.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 21 4.5 -3.4
ACWI iShares MSCI ACWI ETF 1.1 32 1 5.5 -2.4
TMDV ProShares Russell US Dividend Growers ETF 1.1 35 -2 6.4 -1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 23 6.0 -1.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 26 6.0 -1.9
EPS WisdomTree U.S. LargeCap Fund 1.1 8 25 5.7 -2.2
DGT SPDR Global Dow ETF 1.1 50 -17 7.0 -0.9
BEDZ AdvisorShares Hotel ETF 1.1 100 -67 6.6 -1.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 18 5.8 -2.1
VT Vanguard Total World Stock ETF 1.0 6 27 5.9 -2.0
RPV Invesco S&P 500 Pure Value ETF 1.0 35 -2 10.4 +2.5
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 18 3.5 -4.4
VALQ American Century U.S. Quality Value ETF 1.0 29 4 7.7 -0.2
FFND Future Fund Active ETF 1.0 100 -67 4.2 -3.7
NACP Impact Shares NAACP Minority Empowerment ETF 1.0 49 -16 4.8 -3.1
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 -3 3.6 -4.3
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 21 8.1 +0.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.0 55 -22 9.9 +2.0
MGC Vanguard Mega Cap ETF 1.0 7 26 4.6 -3.3
LVOL American Century Low Volatility ETF 1.0 29 4 4.9 -3.0
GSPY Gotham Enhanced 500 ETF 1.0 50 -17 5.2 -2.7
MGV Vanguard Mega Cap Value ETF 1.0 7 26 6.6 -1.3
HGRO Hedgeye Quality Growth ETF 1.0 70 -37 3.4 -4.5
EZM WisdomTree U.S. MidCap Fund 1.0 38 -5 9.0 +1.1
SPMO Invesco S&P 500 Momentum ETF 1.0 13 20 3.6 -4.3
NUSC Nuveen ESG Small-Cap ETF 0.9 31 2 5.3 -2.6
OSCV Opus Small Cap Value ETF 0.9 79 -46 6.4 -1.5
FDFF Fidelity Disruptive Finance ETF 0.9 50 -17 4.2 -3.7
ISCB iShares Morningstar Small-Cap ETF 0.9 4 29 6.2 -1.7
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 29 4.2 -3.7
IWL iShares Russell Top 200 ETF 0.9 15 18 4.6 -3.3
VOOG Vanguard S&P 500 Growth ETF 0.9 7 26 4.1 -3.8
IVW iShares S&P 500 Growth ETF 0.9 18 15 4.0 -3.9
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 29 4.1 -3.8
DTEC ALPS Disruptive Technologies ETF 0.9 50 -17 3.9 -4.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -46 4.5 -3.4
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 10 3.4 -4.5
USMF WisdomTree U.S. Multifactor Fund 0.9 28 5 7.0 -0.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.8 64 -31 2.2 -5.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.8 29 4 4.4 -3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 9 7.7 -0.2
FEGE First Eagle Global Equity ETF 0.8 79 -46 7.0 -0.9
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -42 5.2 -2.7
JGLO JPMorgan Global Select Equity ETF 0.8 33 0 4.9 -3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 67 -34 9.8 +1.9
WDIV SPDR S&P Global Dividend ETF 0.8 40 -7 9.2 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 24 5.7 -2.2
AIEQ AI Powered Equity ETF 0.8 75 -42 3.7 -4.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.8 42 -9 5.4 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 18 5.9 -2.0
RPG Invesco S&P 500 Pure Growth ETF 0.8 35 -2 3.2 -4.7
VXF Vanguard Extended Market ETF 0.8 5 28 4.7 -3.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 15 3.9 -4.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 16 5.7 -2.2
QUS SPDR MSCI USA StrategicFactors ETF 0.7 15 18 5.7 -2.2
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -32 8.4 +0.5
HKND Humankind US Stock ETF 0.7 11 22 7.1 -0.8
VSLU Applied Finance Valuation Large Cap ETF 0.7 49 -16 5.6 -2.3
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -19 3.7 -4.2
OPTZ Optimize Strategy Index ETF 0.7 50 -17 4.6 -3.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 8 8.2 +0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 21 4.5 -3.4
WLDR Affinity World Leaders Equity ETF 0.7 67 -34 7.5 -0.4
LOWV AB US Low Volatility Equity ETF 0.7 48 -15 5.2 -2.7
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 18 4.5 -3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 14 6.3 -1.6
FDWM Fidelity Women's Leadership ETF 0.6 59 -26 4.8 -3.1
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -17 4.5 -3.4
USMV iShares MSCI USA Min Vol Factor ETF 0.6 15 18 5.8 -2.1
SPVU Invesco S&P 500 Enhanced Value ETF 0.6 13 20 10.0 +2.2
AUSF Global X Adaptive U.S. Factor ETF 0.6 27 6 8.7 +0.8
RWL Invesco S&P 500 Revenue ETF 0.6 39 -6 6.8 -1.1
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 -2 4.6 -3.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -37 2.8 -5.1
TMFC Motley Fool 100 Index ETF 0.6 50 -17 3.5 -4.4
HELX Franklin Genomic Advancements ETF 0.6 50 -17 -0.2 -8.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -42 4.0 -3.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 27 2.9 -5.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.5 52 -19 6.3 -1.6
KRMA Global X Conscious Companies ETF 0.5 43 -10 5.8 -2.1
RCGE RockCreek Global Equality ETF 0.5 95 -62 6.7 -1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 3 6.6 -1.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.5 21 12 3.7 -4.2
QWLD SPDR MSCI World StrategicFactors ETF 0.4 30 3 5.9 -2.0
IWY iShares Russell Top 200 Growth ETF 0.4 20 13 4.5 -3.4
IWF iShares Russell 1000 Growth ETF 0.4 19 14 4.4 -3.5
VONG Vanguard Russell 1000 Growth ETF 0.4 7 26 4.4 -3.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 -2 5.9 -2.0
OEF iShares S&P 100 ETF 0.4 20 13 4.5 -3.4
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -26 2.8 -5.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 29 4.0 -3.9
OALC OneAscent Large Cap Core ETF 0.3 86 -53 4.1 -3.8
IOO iShares Global 100 ETF 0.3 41 -8 4.8 -3.1
IUS Invesco RAFI Strategic US ETF 0.3 19 14 6.9 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -27 7.3 -0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.3 25 8 5.9 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.3 20 13 6.2 -1.7
BUYZ Franklin Disruptive Commerce ETF 0.3 50 -17 2.2 -5.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 -6 9.3 +1.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.2 35 -2 7.1 -0.7
GLOF iShares Global Equity Factor ETF 0.2 20 13 6.5 -1.4
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -12 6.1 -1.8
IEDI iShares U.S. Consumer Focused ETF 0.2 18 15 5.3 -2.6
QGRO American Century U.S. Quality Growth ETF 0.2 29 4 3.5 -4.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 15 4.6 -3.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 5 5.4 -2.5
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 11 5.6 -2.3
EBI Longview Advantage ETF 0.1 35 -2 6.5 -1.4
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -92 5.3 -2.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 13 6.2 -1.7
GVLU Gotham 1000 Value ETF 0.0 50 -17 8.9 +1.0
SPMV Invesco S&P 500 Minimum Variance ETF 0.0 10 23 5.4 -2.5

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 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 Cohen & Steers REIT ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 19.5 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 33 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.59
 
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.