iShares U.S. Utilities ETF
ALTAR
Score™		 4.8% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 18.9x P/Sales
ratio		 2.7x
P/BV
ratio		 2.3x Div.
yield		 3.1%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones U.S. Utilities Sector Index Fund is an exchange-traded fund incorporated in the USA. The Fund's objective seeks investment results that correspond to the performance of the Dow Jones U.S. Utilities Sector Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,471
Currency USD
Expense ratio 40 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 43
Wgt avg mkt cap (mns) $59,025
Large cap (>$10bn) 96.8%
Mid cap ($2-10bn) 3.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NEXTERA ENERGY GROUP 10.1 %
SOUTHERN CO 6.9 %
WASTE MANAGEMENT INC 6.5 %
DUKE ENERGY CORP 6.5 %
CONSTELLATION ENERGY CORPORATION 6.0 %
AMERICAN ELECTRIC POWER 3.9 %
REPUBLIC SERVICES INC 3.6 %
SEMPRA ENERGY 3.3 %
DOMINION RESOURCES INC/VA 3.2 %
VISTRA ENERGY CORP. 3.2 %
Total 53.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.3% 21.6% 10.2% 9.3% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 0.63 41%
MSCI EAFE 0.70 53%
MSCI Emg. Mkts. 0.61 40%

Technical Indicators
Recent close $103.21
30d moving avg. $100.38
Annualized volatility 16.3%
Short interest (ETF) 0.6%
Short interest (Underlying) 1.4%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 76
Turnover 0.5%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 614 potential alternatives to the iShares U.S. Utilities ETF ETF based on the alternatives' overlap in portfolio holdings with IDU. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IDU Expense: 40 bp ALTAR Score™: 4.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IDU
Ticker Fund
Name		 Overlap1
vs IDU
(%)		 Expense
ratio
(bp)		 Savings
vs IDU
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IDU
(%)
VPU Vanguard Utilities ETF 88.7 10 30 5.4 +0.6
FUTY Fidelity MSCI Utilities Index ETF 87.5 8 32 5.5 +0.6
XLU Utilities Select Sector SPDR Fund 85.6 8 32 5.3 +0.5
RSPU Invesco S&P 500 Equal Weight Utilities ETF 68.5 40 0 5.6 +0.8
JXI iShares Global Utilities ETF 65.8 43 -3 6.0 +1.2
FXU First Trust Utilities AlphaDEX Fund 61.7 64 -24 5.6 +0.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 54.3 60 -20 5.5 +0.7
ZAP Global X U.S. Electrification ETF 51.0 50 -10 4.6 -0.2
ECLN First Trust EIP Carbon Impact ETF 45.0 96 -56 4.2 -0.6
UTES Virtus Reaves Utilities ETF 38.8 49 -9 4.4 -0.5
EMLP First Trust North American Energy Infrastructure Fund 29.9 95 -55 5.5 +0.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 29.5 65 -25 5.3 +0.5
IGF iShares Global Infrastructure ETF 28.6 41 -1 4.8 -0.0
GII SPDR S&P Global Infrastructure ETF 28.4 40 0 4.8 -0.0
IFRA iShares U.S. Infrastructure ETF 25.0 30 10 6.7 +1.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 24.8 35 5 8.1 +3.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 24.7 38 2 8.1 +3.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 23.6 54 -14 7.4 +2.5
TPHD Timothy Plan High Dividend Stock ETF 23.6 52 -12 7.3 +2.4
DVY iShares Select Dividend ETF 23.1 38 2 9.7 +4.8
EIPI FT Energy Income Partners Enhanced Income ETF 23.0 110 -70 6.4 +1.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.4 27 13 7.1 +2.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 19.2 25 15 5.3 +0.5
ALTL Pacer Lunt Large Cap Alternator ETF 19.2 60 -20 5.1 +0.2
SPLV Invesco S&P 500 Low Volatility ETF 19.2 25 15 5.3 +0.5
VOLT Tema Electrification ETF 19.1 75 -35 3.2 -1.6
URAN Themes Uranium & Nuclear ETF 18.9 35 5 2.3 -2.5
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 17.0 75 -35 8.2 +3.4
SPYD SPDR Portfolio S&P 500 High Dividend ETF 16.9 7 33 10.1 +5.3
DIVG Invesco S&P 500 High Dividend Growers ETF 16.6 39 1 8.8 +4.0
IQRA IQ CBRE Real Assets ETF 16.4 65 -25 5.7 +0.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 15.9 46 -6 5.5 +0.7
SPVM Invesco S&P 500 Value with Momentum ETF 15.9 39 1 8.8 +4.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 15.6 70 -30 4.7 -0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 14.7 47 -7 5.9 +1.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 14.6 30 10 9.1 +4.2
SDY SPDR S&P Dividend ETF 14.2 35 5 6.7 +1.9
FLDZ RiverNorth Patriot ETF 13.3 75 -35 6.1 +1.2
ONEY SPDR Russell 1000 Yield Focus ETF 13.1 20 20 10.1 +5.3
EIPX FT Energy Income Partners Strategy ETF 12.9 95 -55 8.0 +3.1
IMCV iShares Morningstar Mid-Cap Value ETF 12.7 6 34 8.6 +3.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 12.5 65 -25 5.3 +0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 12.2 45 -5 9.8 +4.9
VOE Vanguard Mid-Cap Value ETF 11.9 7 33 8.0 +3.2
DIVZ TrueShares Low Volatility Equity Income ETF 11.8 65 -25 6.7 +1.9
MDLV Morgan Dempsey Large Cap Value ETF 11.6 58 -18 7.7 +2.9
FVD First Trust Value Line Dividend Index Fund 11.6 65 -25 6.4 +1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 11.5 60 -20 7.6 +2.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.5 52 -12 5.7 +0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 11.5 58 -18 5.7 +0.8
NLR VanEck Uranium+Nuclear Energy ETF 11.3 61 -21 2.9 -1.9
MAGA Point Bridge America First ETF 11.3 72 -32 6.3 +1.4
EVX VanEck Environmental Services ETF 10.9 55 -15 2.4 -2.4
RNEW VanEck Green Infrastructure ETF 10.8 45 -5 -1.6 -6.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.7 18 22 8.0 +3.2
USMV iShares MSCI USA Min Vol Factor ETF 10.6 15 25 5.6 +0.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.3 15 25 6.5 +1.7
GSFP Goldman Sachs Future Planet Equity ETF 10.3 75 -35 4.8 +0.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 10.1 12 28 5.7 +0.9
SPMV Invesco S&P 500 Minimum Variance ETF 10.1 10 30 5.5 +0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10.1 24 16 8.5 +3.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.8 20 20 7.9 +3.0
SPDV AAM S&P 500 High Dividend Value ETF 9.6 29 11 11.4 +6.6
HDV iShares Core High Dividend ETF 9.6 8 32 7.1 +2.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 9.2 15 25 7.7 +2.9
SIXL ETC 6 Meridian Low Beta Equity ETF 9.2 80 -40 6.2 +1.4
IVRA Invesco Real Assets ESG ETF 9.1 59 -19 6.0 +1.2
EQAL Invesco Russell 1000 Equal Weight ETF 9.1 20 20 7.4 +2.5
FDVV Fidelity High Dividend ETF 9.1 15 25 8.4 +3.6
DHS WisdomTree U.S. High Dividend Fund 9.0 38 2 8.5 +3.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.9 29 11 6.3 +1.4
FTA First Trust Large Cap Value AlphaDEX Fund 8.8 59 -19 9.7 +4.9
BDIV AAM Brentview Dividend Growth ETF 8.8 49 -9 4.9 +0.0
BLLD JPMorgan Sustainable Infrastructure ETF 8.6 49 -9 6.1 +1.3
SDOG ALPS Sector Dividend Dogs ETF 8.6 36 4 9.8 +5.0
SPRX Spear Alpha ETF 8.5 75 -35 0.1 -4.8
VFMV Vanguard U.S. Minimum Volatility ETF 8.5 13 27 5.8 +1.0
DEUS Xtrackers Russell US Multifactor ETF 8.4 17 23 7.3 +2.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.3 60 -20 4.6 -0.2
VO Vanguard Mid-Cap ETF 8.2 4 36 6.2 +1.3
CFA VictoryShares US 500 Volatility Wtd ETF 8.2 35 5 6.1 +1.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.1 40 0 6.1 +1.3
CNRG SPDR S&P Kensho Clean Power ETF 8.1 45 -5 0.7 -4.1
CCSO Carbon Collective Climate Solutions US Equity ETF 8.1 35 5 1.3 -3.5
FOVL iShares Focused Value Factor ETF 7.8 25 15 10.4 +5.6
IWS iShares Russell Mid-Cap Value ETF 7.8 23 17 7.2 +2.4
EQIN Columbia US Equity Income ETF 7.7 35 5 7.1 +2.3
NETZ TCW Transform Systems ETF 7.6 75 -35 3.1 -1.7
SMOG VanEck Low Carbon Energy ETF 7.5 61 -21 1.7 -3.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.5 60 -20 4.4 -0.4
VCLN Virtus Duff & Phelps Clean Energy ETF 7.5 59 -19 6.3 +1.5
DURA VanEck Durable High Dividend ETF 7.5 29 11 9.0 +4.1
BGIG Bahl & Gaynor Income Growth ETF 7.4 45 -5 5.7 +0.9
IMCB iShares Morningstar Mid-Cap ETF 7.4 4 36 6.4 +1.6
CBSE Clough Select Equity ETF 7.4 85 -45 1.6 -3.3
FEX First Trust Large Cap Core AlphaDEX Fund 7.3 59 -19 6.5 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 7.2 22 18 5.9 +1.0
DEW WisdomTree Global High Dividend Fund 7.2 58 -18 9.0 +4.2
DGRO iShares Core Dividend Growth ETF 7.2 8 32 6.8 +2.0
BGDV Bahl & Gaynor Dividend ETF 7.2 45 -5 5.0 +0.2
STXV Strive 1000 Value ETF 7.2 18 22 8.5 +3.7
VRAI Virtus Real Asset Income ETF 6.9 55 -15 10.7 +5.8
CZA Invesco Zacks Mid-Cap ETF 6.9 72 -32 6.7 +1.9
ONEO SPDR Russell 1000 Momentum Focus ETF 6.8 20 20 7.4 +2.5
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 6.8 55 -15 6.1 +1.2
RSP Invesco S&P 500 Equal Weight ETF 6.8 20 20 6.8 +2.0
SSPY Syntax Stratified LargeCap ETF 6.8 30 10 7.0 +2.2
ZECP Zacks Earnings Consistent Portfolio ETF 6.8 55 -15 5.1 +0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.8 65 -25 6.7 +1.9
OCEN IQ Clean Oceans ETF 6.8 45 -5 6.6 +1.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.8 40 0 6.4 +1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.7 18 22 5.8 +0.9
YLDE ClearBridge Dividend Strategy ESG ETF 6.7 60 -20 6.0 +1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.6 35 5 6.3 +1.4
FMTM MarketDesk Focused U.S. Momentum ETF 6.6 45 -5 5.2 +0.3
QUVU Hartford Quality Value ETF 6.6 46 -6 7.5 +2.7
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 6.6 65 -25 -1.6 -6.4
PTL Inspire 500 ETF 6.5 9 31 5.8 +0.9
ACWV iShares MSCI Global Min Vol Factor ETF 6.5 20 20 5.9 +1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 6.4 28 12 6.4 +1.5
VYM Vanguard High Dividend Yield Index ETF 6.4 6 34 7.6 +2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 6.4 59 -19 3.0 -1.8
DTD WisdomTree U.S. Total Dividend Fund 6.3 28 12 6.7 +1.9
DON WisdomTree U.S. MidCap Dividend Fund 6.3 38 2 9.3 +4.5
SIZE iShares MSCI USA Size Factor ETF 6.3 15 25 6.2 +1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.3 9 31 6.5 +1.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.3 60 -20 8.2 +3.3
IWR iShares Russell Midcap ETF 6.2 19 21 6.2 +1.4
NUMV Nuveen ESG Mid-Cap Value ETF 6.2 31 9 7.4 +2.5
TXS Texas Capital Texas Equity Index ETF 6.2 49 -9 6.1 +1.3
RFFC ALPS Active Equity Opportunity ETF 6.1 48 -8 4.9 +0.0
EUSA iShares MSCI USA Equal Weighted ETF 6.1 9 31 6.4 +1.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.1 65 -25 3.6 -1.2
VTV Vanguard Value ETF 6.1 4 36 7.3 +2.4
YALL God Bless America ETF 6.1 65 -25 4.0 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.1 35 5 6.3 +1.4
CSD Invesco S&P Spin-Off ETF 6.0 65 -25 7.1 +2.3
FTWO Strive FAANG 2.0 ETF 6.0 49 -9 4.9 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 5.9 52 -12 10.6 +5.7
TIME Clockwise Core Equity & Innovation ETF 5.9 95 -55 2.8 -2.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.9 20 20 4.5 -0.4
FLV American Century Focused Large Cap Value ETF 5.8 42 -2 7.0 +2.2
ULVM VictoryShares US Value Momentum ETF 5.8 20 20 7.7 +2.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.8 39 1 11.1 +6.3
JHMM John Hancock Multifactor Mid Cap ETF 5.6 42 -2 6.8 +2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.6 60 -20 7.2 +2.3
SCHV Schwab U.S. Large-Cap Value ETF 5.5 4 36 7.1 +2.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -20 6.1 +1.3
FUNL CornerCap Fundametrics Large-Cap ETF 5.4 50 -10 7.8 +3.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.4 80 -40 7.1 +2.3
FAB First Trust Multi Cap Value AlphaDEX Fund 5.4 67 -27 11.0 +6.1
CLNR IQ Cleaner Transport ETF 5.3 45 -5 6.9 +2.1
IWD iShares Russell 1000 Value ETF 5.2 19 21 6.8 +2.0
VONV Vanguard Russell 1000 Value ETF 5.2 8 32 6.9 +2.1
BIBL Inspire 100 ETF 5.2 35 5 5.6 +0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 5.2 37 3 6.5 +1.6
AUSF Global X Adaptive U.S. Factor ETF 5.1 27 13 9.6 +4.8
RPG Invesco S&P 500 Pure Growth ETF 5.1 35 5 3.6 -1.3
NULV Nuveen ESG Large-Cap Value ETF 5.1 26 14 6.6 +1.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.0 56 -16 6.7 +1.9
FPX First Trust US Equity Opportunities ETF 4.9 61 -21 1.2 -3.6
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 25 6.0 +1.1
PRF Invesco FTSE RAFI US 1000 ETF 4.9 39 1 7.4 +2.5
ROUS Hartford Multifactor US Equity ETF 4.9 19 21 7.5 +2.6
AFLG First Trust Active Factor Large Cap ETF 4.9 55 -15 6.5 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 4.9 12 28 6.9 +2.1
INRO iShares U.S. Industry Rotation Active ETF 4.8 42 -2 5.1 +0.3
VSDA VictoryShares Dividend Accelerator ETF 4.8 35 5 7.3 +2.5
ILCV iShares Morningstar Value ETF 4.7 4 36 7.0 +2.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.7 20 20 6.9 +2.1
PFM Invesco Dividend Achievers ETF 4.7 53 -13 5.6 +0.8
JEPI JPMorgan Equity Premium Income ETF 4.6 35 5 5.7 +0.9
REVS Columbia Research Enhanced Value ETF 4.6 19 21 8.2 +3.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.6 75 -35 3.3 -1.5
BLCV iShares Large Cap Value Active ETF 4.5 53 -13 7.8 +2.9
COWS Amplify Cash Flow Dividend Leaders ETF 4.5 0 40 13.4 +8.6
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 6.6 +1.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.5 19 21 5.5 +0.7
SAMT Strategas Macro Thematic Opportunities ETF 4.5 65 -25 3.3 -1.6
TEMP JPMorgan Climate Change Solutions ETF 4.5 49 -9 6.1 +1.3
FELV Fidelity Enhanced Large Cap Value ETF 4.5 18 22 7.1 +2.3
HAP VanEck Natural Resources ETF 4.4 50 -10 10.3 +5.5
QLC FlexShares US Quality Large Cap Index Fund 4.4 25 15 6.0 +1.2
EVUS iShares ESG Aware MSCI USA Value ETF 4.3 18 22 7.1 +2.3
JHML John Hancock Multifactor Large Cap ETF 4.3 29 11 5.8 +1.0
POWA Invesco Bloomberg Pricing Power ETF 4.3 40 0 5.8 +1.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.3 35 5 4.5 -0.3
VOOV Vanguard S&P 500 Value ETF 4.2 10 30 6.7 +1.9
IVE iShares S&P 500 Value ETF 4.2 18 22 6.6 +1.8
SPYV SPDR Portfolio S&P 500 Value ETF 4.2 4 36 6.7 +1.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -18 4.3 -0.6
IUSV iShares Core S&P US Value ETF 4.2 4 36 6.9 +2.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 2 6.4 +1.6
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 17 6.2 +1.4
VBR Vanguard Small Cap Value ETF 4.0 7 33 9.8 +5.0
SWP SWP Growth & Income ETF 4.0 99 -59 4.7 -0.2
AIEQ AI Powered Equity ETF 3.9 75 -35 5.6 +0.8
RPV Invesco S&P 500 Pure Value ETF 3.9 35 5 11.2 +6.3
FNDX Schwab Fundamental US Large Co. Index ETF 3.9 25 15 7.7 +2.8
ACSI American Customer Satisfaction ETF 3.9 65 -25 5.1 +0.3
YOKE Yoke Core ETF 3.9 42 -2 4.6 -0.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.9 79 -39 6.0 +1.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 31 5.9 +1.1
IWX iShares Russell Top 200 Value ETF 3.8 20 20 6.6 +1.8
MGV Vanguard Mega Cap Value ETF 3.8 7 33 7.0 +2.1
VLU SPDR S&P 1500 Value Tilt ETF 3.8 12 28 8.1 +3.2
XMAG Defiance Large Cap ex-Mag 7 ETF 3.7 35 5 5.5 +0.7
JGLO JPMorgan Global Select Equity ETF 3.7 33 7 5.3 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 3.7 25 15 7.7 +2.9
CRTC Xtrackers US National Critical Technologies ETF 3.7 35 5 5.4 +0.5
DIVL Madison Dividend Value ETF 3.6 65 -25 6.0 +1.2
ARTY iShares Future AI & Tech ETF 3.6 47 -7 4.0 -0.9
VOT Vanguard Mid-Cap Growth ETF 3.6 7 33 3.9 -1.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.6 15 25 4.6 -0.2
NBDS Neuberger Berman Disrupters ETF 3.6 55 -15 0.9 -3.9
INCE Franklin Income Equity Focus ETF 3.6 29 11 5.9 +1.1
SCHM Schwab U.S. Mid-Cap ETF 3.6 4 36 7.2 +2.4
JAVA JPMorgan Active Value ETF 3.5 44 -4 6.8 +1.9
TPYP Tortoise North American Pipeline Fund 3.5 40 0 5.8 +0.9
EFRA iShares Environmental Infrastructure and Industrials ETF 3.5 47 -7 5.4 +0.6
DSPY Tema S&P 500 Historical Weight ETF 3.5 18 22 5.6 +0.8
DVND Touchstone Dividend Select ETF 3.5 67 -27 6.3 +1.4
FDLO Fidelity Low Volatility Factor ETF 3.5 15 25 5.6 +0.8
JGRW Jensen Quality Growth ETF 3.5 57 -17 4.7 -0.1
FBCV Fidelity Blue Chip Value ETF 3.5 59 -19 7.7 +2.9
NUDV Nuveen ESG Dividend ETF 3.4 26 14 7.8 +3.0
SPHB Invesco S&P 500 High Beta ETF 3.4 25 15 5.3 +0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 -24 2.5 -2.4
MTUM iShares MSCI USA Momentum Factor ETF 3.3 15 25 3.8 -1.0
USMF WisdomTree U.S. Multifactor Fund 3.3 28 12 6.9 +2.1
FCPI Fidelity Stocks for Inflation ETF 3.3 15 25 8.0 +3.2
DIVB iShares Core Dividend ETF 3.3 5 35 8.2 +3.3
VIG Vanguard Dividend Appreciation ETF 3.3 6 34 5.9 +1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.3 12 28 5.0 +0.1
PAVE Global X U.S. Infrastructure Development ETF 3.3 47 -7 6.1 +1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 3.3 11 29 5.5 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 3.2 49 -9 5.3 +0.4
XLI Industrial Select Sector SPDR Fund 3.2 8 32 4.7 -0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.2 39 1 3.9 -1.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.2 9 31 5.5 +0.6
FAN First Trust Global Wind Energy ETF 3.2 60 -20 5.1 +0.2
BLES Inspire Global Hope ETF 3.2 61 -21 7.1 +2.3
QWLD SPDR MSCI World StrategicFactors ETF 3.1 30 10 6.3 +1.5
SMOT VanEck Morningstar SMID Moat ETF 3.1 49 -9 7.2 +2.4
DIV Global X SuperDividend US ETF 3.1 45 -5 12.4 +7.5
LOWV AB US Low Volatility Equity ETF 3.1 48 -8 5.4 +0.6
ACVF American Conservative Values ETF 3.1 75 -35 4.7 -0.2
WCEO Hypatia Women CEO ETF 3.1 85 -45 5.0 +0.2
PKW Invesco Buyback Achievers ETF 3.0 62 -22 8.0 +3.2
QDF FlexShares Quality Dividend Index Fund 3.0 37 3 6.8 +2.0
RGEF Rockefeller Global Equity ETF 3.0 55 -15 5.3 +0.5
ICAP InfraCap Equity Income Fund ETF 3.0 171 -131 7.4 +2.5
STXM Strive Mid-Cap ETF 3.0 18 22 6.8 +2.0
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 6.4 +1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 3.0 9 31 5.2 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 31 5.7 +0.9
SPMO Invesco S&P 500 Momentum ETF 3.0 13 27 4.1 -0.7
VIS Vanguard Industrials ETF 3.0 10 30 4.9 +0.1
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.9 60 -20 3.9 -1.0
FIDU Fidelity MSCI Industrial Index ETF 2.9 8 32 4.8 -0.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.9 25 15 5.6 +0.8
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.9 20 20 5.2 +0.4
TBG TBG Dividend Focus ETF 2.9 59 -19 8.2 +3.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.9 29 11 5.2 +0.4
PWB Invesco Large Cap Growth ETF 2.9 56 -16 3.1 -1.8
DFAU Dimensional US Core Equity Market ETF 2.9 12 28 5.6 +0.8
VOO Vanguard S&P 500 ETF 2.8 3 37 5.5 +0.6
IVV iShares Core S&P 500 ETF 2.8 3 37 5.5 +0.6
SPLG SPDR Portfolio S&P 500 ETF 2.8 2 38 5.5 +0.7
SPY SPDR S&P 500 ETF Trust 2.8 9 31 5.4 +0.6
DARP Grizzle Growth ETF 2.8 75 -35 4.2 -0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -30 12.2 +7.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.8 60 -20 10.7 +5.8
RWL Invesco S&P 500 Revenue ETF 2.8 39 1 7.2 +2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.8 8 32 5.5 +0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 -20 10.4 +5.6
FDLS Inspire Fidelis Multi Factor ETF 2.8 76 -36 5.4 +0.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.8 9 31 5.3 +0.5
ROE Astoria US Quality Kings ETF 2.8 49 -9 7.1 +2.2
PBUS Invesco MSCI USA ETF 2.8 4 36 5.4 +0.5
IWB iShares Russell 1000 ETF 2.8 15 25 5.3 +0.5
DFUS Dimensional U.S. Equity ETF 2.7 9 31 5.3 +0.5
VONE Vanguard Russell 1000 ETF 2.7 8 32 5.4 +0.6
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.7 55 -15 11.1 +6.2
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 28 6.1 +1.3
ILCB iShares Morningstar U.S. Equity ETF 2.7 3 37 5.4 +0.6
EBLU Ecofin Global Water ESG Fund 2.7 40 0 4.4 -0.5
AQWA Global X Clean Water ETF 2.7 50 -10 5.1 +0.3
FIW First Trust Water ETF 2.7 53 -13 5.0 +0.1
FTRI First Trust Indxx Global Natural Resources Income ETF 2.7 70 -30 8.6 +3.8
CGW Invesco S&P Global Water Index ETF 2.7 57 -17 4.8 -0.1
PHO Invesco Water Resources ETF 2.7 60 -20 4.7 -0.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.7 3 37 5.7 +0.8
IYY iShares Dow Jones U.S. ETF 2.7 20 20 5.3 +0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 5.4 +0.6
SHE SPDR MSCI USA Gender Diversity ETF 2.7 20 20 5.3 +0.5
STRV Strive 500 ETF 2.7 5 35 5.3 +0.5
VV Vanguard Large-Cap ETF 2.7 4 36 5.3 +0.5
PRAY FIS Christian Stock Fund 2.7 69 -29 5.6 +0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 2.7 18 22 5.2 +0.3
EPS WisdomTree U.S. LargeCap Fund 2.7 8 32 6.3 +1.4
LRGF iShares U.S. Equity Factor ETF 2.7 8 32 6.0 +1.2
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 22 9.6 +4.7
APUE ActivePassive U.S. Equity ETF 2.6 45 -5 5.2 +0.3
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.6 5 35 8.4 +3.6
MDYV SPDR S&P 400 Mid Cap Value ETF 2.6 15 25 9.6 +4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 5.5 +0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.6 15 25 9.6 +4.8
VTI Vanguard Total Stock Market ETF 2.6 3 37 5.4 +0.5
IWV iShares Russell 3000 ETF 2.6 20 20 5.2 +0.4
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 28 9.0 +4.2
VAMO Cambria Value & Momentum ETF 2.6 61 -21 6.8 +1.9
VTHR Vanguard Russell 3000 ETF 2.6 10 30 5.4 +0.5
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.6 40 0 5.2 +0.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.6 48 -8 8.6 +3.7
DCOR Dimensional US Core Equity 1 ETF 2.6 14 26 5.9 +1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.6 30 10 4.9 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.6 3 37 5.4 +0.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.6 85 -45 2.4 -2.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 36 6.6 +1.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.6 2 38 5.4 +0.6
OALC OneAscent Large Cap Core ETF 2.6 86 -46 4.6 -0.3
BKLC BNY Mellon US Large Cap Core Equity ETF 2.6 0 40 5.4 +0.6
MBOX Freedom Day Dividend ETF 2.6 39 1 7.8 +3.0
SCHX Schwab U.S. Large-Cap ETF 2.6 3 37 5.5 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.6 7 33 5.3 +0.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 11 29 5.4 +0.6
SNPV Xtrackers S&P 500 Value ESG ETF 2.6 15 25 7.2 +2.4
AVUS Avantis U.S. Equity ETF 2.5 15 25 6.4 +1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 20 5.6 +0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.5 25 15 8.6 +3.8
SCHK Schwab 1000 Index ETF 2.5 5 35 5.5 +0.7
STXD Strive 1000 Dividend Growth ETF 2.5 35 5 5.2 +0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 5.1 +0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 6.2 +1.3
VOTE TCW Transform 500 ETF 2.5 5 35 5.4 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 28 4.8 +0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 34 4.4 -0.5
VB Vanguard Small-Cap ETF 2.5 5 35 6.6 +1.8
OCFS Otter Creek Focus Strategy ETF 2.5 85 -45 3.9 -0.9
BKWO BNY Mellon Women's Opportunities ETF 2.5 50 -10 4.0 -0.9
AFMC First Trust Active Factor Mid Cap ETF 2.5 65 -25 9.2 +4.3
SCHB Schwab U.S. Broad Market ETF 2.4 3 37 5.5 +0.7
ADME Aptus Drawdown Managed Equity ETF 2.4 79 -39 4.5 -0.4
RVRB Reverb ETF 2.4 30 10 5.1 +0.2
FVAL Fidelity Value Factor ETF 2.4 15 25 7.5 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 2.4 75 -35 5.5 +0.7
ISCV iShares Morningstar Small Cap Value ETF 2.4 6 34 10.1 +5.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 4 5.3 +0.4
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 11 5.0 +0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.4 50 -10 8.7 +3.8
WTV WisdomTree US Value Fund of Benef Interest 2.4 12 28 9.8 +4.9
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 25 8.0 +3.2
CGDG Capital Group Dividend Growers ETF 2.4 47 -7 6.5 +1.7
QUAL iShares MSCI USA Quality Factor ETF 2.4 15 25 5.6 +0.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.4 40 0 7.4 +2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 6.9 +2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 15 6.3 +1.5
GINX SGI Enhanced Global Income ETF 2.3 98 -58 7.6 +2.7
VLUE iShares MSCI USA Value Factor ETF 2.3 15 25 10.6 +5.8
RECS Columbia Research Enhanced Core ETF 2.3 15 25 6.4 +1.6
HLGE Hartford Longevity Economy ETF 2.3 44 -4 6.8 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 2.3 25 15 8.0 +3.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.3 39 1 4.0 -0.8
CGDV Capital Group Dividend Value ETF 2.3 33 7 5.1 +0.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 25 5.4 +0.6
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 10.5 +5.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -12 7.4 +2.5
EZM WisdomTree U.S. MidCap Fund 2.2 38 2 9.8 +5.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.2 29 11 4.6 -0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -40 8.3 +3.4
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 5 5.2 +0.4
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 17 23 6.1 +1.3
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 5.3 +0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.1 46 -6 10.8 +6.0
TOK iShares MSCI Kokusai ETF 2.1 26 14 5.5 +0.7
JPEF JPMorgan Equity Focus ETF 2.1 50 -10 4.7 -0.1
SFY SoFi Select 500 ETF 2.1 0 40 4.9 +0.1
NULC Nuveen ESG Large-Cap ETF 2.1 21 19 5.2 +0.3
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 7.6 +2.8
WBIY WBI Power Factor High Dividend ETF 2.0 100 -60 17.9 +13.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 5.7 +0.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 25 7.9 +3.1
CWS AdvisorShares Focused Equity ETF 2.0 84 -44 4.9 +0.1
PIO Invesco Global Water ETF 2.0 75 -35 4.9 +0.1
EBI Longview Advantage ETF 2.0 35 5 7.2 +2.4
GDIV Harbor Dividend Growth Leaders ETF 2.0 50 -10 5.5 +0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.0 15 25 9.9 +5.1
URTH iShares MSCI World ETF 2.0 24 16 5.6 +0.8
WLDR Affinity World Leaders Equity ETF 2.0 67 -27 8.1 +3.3
FQAL Fidelity Quality Factor ETF 2.0 15 25 6.0 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 16 8.4 +3.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 31 5.6 +0.8
JHSC John Hancock Multifactor Small Cap ETF 1.9 42 -2 7.3 +2.5
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 5.8 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 1.9 24 16 7.8 +3.0
IJH iShares Core S&P Mid-Cap ETF 1.9 5 35 8.0 +3.2
NIXT Research Affiliates Deletions ETF 1.9 9 31 6.1 +1.2
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 5.5 +0.7
FLQL Franklin LibertyQ U.S. Equity ETF 1.9 15 25 5.9 +1.1
SMMD iShares Russell 2500 ETF 1.9 15 25 6.9 +2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -35 4.5 -0.4
BFOR ALPS Barron's 400 ETF 1.9 65 -25 6.4 +1.5
SFYX SoFi Next 500 ETF 1.9 0 40 6.2 +1.3
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 30 7.9 +3.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 37 8.0 +3.2
IWP iShares Russell Mid-Cap Growth ETF 1.9 23 17 3.7 -1.2
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 5.0 +0.1
GOP Unusual Whales Subversive Republican Trading ETF 1.8 50 -10 6.3 +1.5
LVOL American Century Low Volatility ETF 1.8 29 11 4.9 +0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.8 10 30 4.7 -0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -35 7.7 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 8.6 +3.7
IUS Invesco RAFI Strategic US ETF 1.8 19 21 7.2 +2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 5.2 +0.4
EXI iShares Global Industrials ETF 1.8 42 -2 4.8 0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 20 5.8 +1.0
IWL iShares Russell Top 200 ETF 1.8 15 25 5.1 +0.3
ACWI iShares MSCI ACWI ETF 1.8 32 8 6.1 +1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 6.6 +1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.7 60 -20 8.2 +3.4
FDMO Fidelity Momentum Factor ETF 1.7 15 25 4.1 -0.7
XVV iShares ESG Screened S&P 500 ETF 1.7 8 32 5.3 +0.5
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 5.0 +0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 1.7 80 -40 6.7 +1.9
VFLO VictoryShares Free Cash Flow ETF 1.7 39 1 11.3 +6.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.7 25 15 12.4 +7.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.7 45 -5 6.9 +2.0
BUL Pacer US Cash Cows Growth ETF 1.7 60 -20 6.6 +1.7
SMRI Bushido Capital US Equity ETF 1.7 71 -31 10.0 +5.2
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -19 4.9 +0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.7 32 8 5.3 +0.5
JHDV John Hancock U.S. High Dividend ETF 1.6 34 6 7.3 +2.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.6 35 5 9.9 +5.0
VT Vanguard Total World Stock ETF 1.6 7 33 6.4 +1.6
CVAR Cultivar ETF 1.6 87 -47 7.3 +2.5
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 30 5.6 +0.8
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -12 7.4 +2.6
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 -5 3.6 -1.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.6 10 30 4.7 -0.1
OPTZ Optimize Strategy Index ETF 1.6 50 -10 5.4 +0.6
DUHP Dimensional US High Profitability ETF 1.5 21 19 6.8 +1.9
CGUS Capital Group Core Equity ETF 1.5 33 7 4.8 -0.1
VOOG Vanguard S&P 500 Growth ETF 1.5 10 30 4.5 -0.3
IVW iShares S&P 500 Growth ETF 1.5 18 22 4.4 -0.4
MGC Vanguard Mega Cap ETF 1.5 7 33 5.2 +0.3
SPYG SPDR Portfolio S&P 500 Growth ETF 1.5 4 36 4.6 -0.3
QQQ Invesco QQQ Trust Series I 1.5 20 20 4.5 -0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 8.1 +3.2
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 4.6 -0.3
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 36 4.7 -0.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.5 79 -39 5.4 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 6.3 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 5.7 +0.9
GURU Global X Guru Index ETF 1.5 75 -35 4.3 -0.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 2 5.1 +0.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 6.6 +1.8
THRO iShares U.S. Thematic Rotation Active ETF 1.4 90 -50 4.4 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 25 6.9 +2.0
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 6.6 +1.8
GSPY Gotham Enhanced 500 ETF 1.4 50 -10 5.8 +0.9
PSET Principal Quality ETF 1.4 15 25 5.7 +0.9
FLRG Fidelity U.S. Multifactor ETF 1.3 15 25 7.3 +2.5
TAX Cambria Tax Aware ETF 1.3 49 -9 5.5 +0.7
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 6.3 +1.4
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 7.1 +2.3
ISCB iShares Morningstar Small-Cap ETF 1.3 4 36 6.6 +1.8
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 10 8.5 +3.7
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 22 5.7 +0.9
FFND Future Fund Active ETF 1.2 100 -60 4.8 -0.0
HDUS Hartford Disciplined US Equity ETF 1.2 19 21 6.2 +1.4
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 4.8 -0.1
TRFM AAM Transformers ETF 1.2 49 -9 1.9 -3.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 7.7 +2.8
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -41 3.2 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 1.2 10 30 5.4 +0.6
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -35 5.3 +0.5
HAPY Harbor Human Capital Factor Unconstrained ETF 1.2 50 -10 5.9 +1.1
DGT SPDR Global Dow ETF 1.2 50 -10 7.7 +2.9
DFVX Dimensional US Large Cap Vector ETF 1.2 22 18 6.7 +1.9
SUSA iShares MSCI USA ESG Select ETF 1.1 25 15 5.2 +0.4
CHGX AXS Change Finance ESG ETF 1.1 49 -9 5.2 +0.3
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 1 8.7 +3.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 30 5.4 +0.6
CZAR Themes Natural Monopoly ETF 1.1 35 5 5.8 +0.9
STXK Strive Small-Cap ETF 1.1 18 22 6.7 +1.9
LIVR Intelligent Livermore ETF 1.0 69 -29 6.7 +1.9
DSI iShares MSCI KLD 400 Social ETF 1.0 25 15 5.4 +0.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 20 6.2 +1.4
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.6 +1.7
OEF iShares S&P 100 ETF 1.0 20 20 5.1 +0.3
KRMA Global X Conscious Companies ETF 1.0 43 -3 6.2 +1.4
STXG Strive 1000 Growth ETF 1.0 18 22 4.3 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 -10 4.3 -0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 6.3 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 15 25 6.3 +1.5
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -9 5.0 +0.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 10.2 +5.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 25 6.3 +1.5
TOLL Tema Monopolies and Oligopolies ETF 0.9 75 -35 3.9 -0.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.9 28 12 5.9 +1.1
QGRO American Century U.S. Quality Growth ETF 0.9 29 11 3.7 -1.1
ILCG iShares Morningstar Growth ETF 0.9 4 36 4.1 -0.7
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 6.4 +1.6
USXF iShares ESG Advanced MSCI USA ETF 0.9 10 30 5.1 +0.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.9 25 15 8.6 +3.7
VXF Vanguard Extended Market ETF 0.9 6 34 5.3 +0.4
CGGR Capital Group Growth ETF 0.9 39 1 3.6 -1.2
COWZ Pacer US Cash Cows 100 ETF 0.9 49 -9 9.9 +5.1
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 5.5 +0.6
ACTV LeaderShares Activist Leaders ETF 0.8 75 -35 5.7 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -35 4.1 -0.7
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 6.8 +1.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 25 4.9 +0.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 23 6.4 +1.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 20 3.7 -1.2
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 -20 6.4 +1.6
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -30 6.2 +1.4
FSCS First Trust SMID Capital Strength ETF 0.8 60 -20 7.1 +2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 5.6 +0.8
RSHO Tema American Reshoring ETF 0.8 75 -35 5.2 +0.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 5.1 +0.3
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.8 +1.0
LST Leuthold Select Industries ETF 0.8 91 -51 5.9 +1.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 19 4.3 -0.5
PDP Invesco Dorsey Wright Momentum ETF 0.8 62 -22 3.9 -0.9
GVLU Gotham 1000 Value ETF 0.8 50 -10 9.5 +4.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -5 5.0 +0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.9 +0.1
TMFC Motley Fool 100 Index ETF 0.7 50 -10 3.9 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.7 12 28 5.5 +0.7
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 22 5.9 +1.1
RAFE PIMCO RAFI ESG U.S. ETF 0.6 29 11 7.8 +2.9
HKND Humankind US Stock ETF 0.6 11 29 7.7 +2.8
BRIF FIS Bright Portfolios Focused Equity ETF 0.6 65 -25 4.9 +0.1
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.8 +0.0
VONG Vanguard Russell 1000 Growth ETF 0.6 8 32 5.0 +0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 25 6.4 +1.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.6 35 5 7.5 +2.6
WDIV SPDR S&P Global Dividend ETF 0.5 40 0 9.8 +5.0
GLOF iShares Global Equity Factor ETF 0.5 20 20 7.2 +2.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 5 14.6 +9.8
SYLD Cambria Shareholder Yield ETF 0.5 59 -19 12.4 +7.6
IWY iShares Russell Top 200 Growth ETF 0.5 20 20 5.0 +0.2
XLG Invesco S&P 500 Top 50 ETF 0.5 20 20 5.0 +0.1
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 31 5.2 +0.4
FCG First Trust Natural Gas ETF 0.5 60 -20 20.1 +15.3
PXE Invesco Energy Exploration & Production ETF 0.5 60 -20 17.5 +12.7
XMVM Invesco S&P MidCap Value with Momentum ETF 0.5 39 1 10.3 +5.4
OSCV Opus Small Cap Value ETF 0.5 79 -39 7.2 +2.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 7.1 +2.3
FFTY Innovator IBD 50 ETF 0.5 80 -40 -0.3 -5.2
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.5 29 11 4.6 -0.3
IJR iShares Core S&P Small Cap ETF 0.5 6 34 8.4 +3.6
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 22 11.0 +6.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 28 8.0 +3.1
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 25 11.0 +6.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 8.4 +3.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 10 30 8.4 +3.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 25 11.0 +6.1
VBK Vanguard Small-Cap Growth ETF 0.4 7 33 2.1 -2.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.4 48 -8 6.2 +1.4
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 25 6.6 +1.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 6.9 +2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 25 8.5 +3.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.4 30 10 12.7 +7.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 2.2 -2.6
ETHO Etho Climate Leadership U.S. ETF 0.4 47 -7 6.0 +1.1
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 12 4.7 -0.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.4 39 1 10.5 +5.7
QQMG Invesco ESG NASDAQ 100 ETF 0.3 20 20 4.6 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 6.8 +1.9
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 11.0 +6.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 2 9.9 +5.1
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 11.4 +6.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 12.2 +7.4
PKB Invesco Building & Construction ETF 0.2 62 -22 4.9 +0.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 12.0 +7.2
XSHQ Invesco S&P SmallCap Quality ETF 0.2 29 11 8.7 +3.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.2 25 15 8.0 +3.2
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 6.1 +1.2
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 4 12.9 +8.0
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 28 9.0 +4.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 7.0 +2.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 5.3 +0.4
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 1 12.3 +7.4
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -85 6.8 +2.0
FPAG FPA Global Equity ETF 0.2 49 -9 6.4 +1.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 8.4 +3.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 5.8 +1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -30 3.0 -1.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.7 +4.9
FRNW Fidelity Clean Energy ETF 0.2 39 1 4.6 -0.2
RNRG Global X Renewable Energy Producers ETF 0.2 66 -26 6.1 +1.2
ACES ALPS Clean Energy ETF 0.2 55 -15 -3.6 -8.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -31 0.6 -4.3
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -18 -3.4 -8.2
TAN Invesco Solar ETF 0.2 67 -27 8.8 +4.0
ICLN iShares Global Clean Energy ETF 0.2 41 -1 6.4 +1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -9 4.5 -0.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 6.6 +1.8
ISCG iShares Morningstar Small-Cap Growth ETF 0.1 6 34 3.1 -1.8
VEGN US Vegan Climate ETF 0.1 60 -20 4.9 +0.1
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -9 6.1 +1.3
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 12 10.4 +5.6
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 5.3 +0.5
DFUV Dimensional US Marketwide Value ETF 0.1 22 18 8.2 +3.4
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 27 3.4 -1.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 22 4.5 -0.3
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -35 8.0 +3.2
DFLV Dimensional US Large Cap Value ETF 0.1 22 18 8.4 +3.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 36 4.4 -0.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -18 5.3 +0.4
SCHD Schwab US Dividend Equity ETF 0.0 6 34 10.2 +5.4

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 U.S. Utilities ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.0 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.