iShares U.S. Utilities ETF
ALTAR
Score™		 4.2% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 21.3x P/Sales
ratio		 3.0x
P/BV
ratio		 2.6x Div.
yield		 2.8%


  • 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) $1,436
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 44
Wgt avg mkt cap (mns) $65,172
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 11.8 %
SOUTHERN CO 6.3 %
DUKE ENERGY CORP 6.0 %
CONSTELLATION ENERGY CORPORATION 5.5 %
WASTE MANAGEMENT INC 5.2 %
AMERICAN ELECTRIC POWER 4.2 %
SEMPRA ENERGY 3.7 %
VISTRA ENERGY CORP. 3.5 %
DOMINION RESOURCES INC/VA 3.4 %
EXELON CORP 3.0 %
Total 52.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.6 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
1.3% 13.0% 10.1% 9.8% 7.9%

Market Correlations
versus... Beta R-squared
S&P500 0.40 26%
MSCI EAFE 0.49 29%
MSCI Emg. Mkts. 0.34 16%

Technical Indicators
Recent close $116.75
30d moving avg. $109.90
Annualized volatility 14.3%
Short interest (ETF) 1.0%
Short interest (Underlying) 1.4%
Relative strength (RSI) 66

Liquidity measures
Avg. volume (thou.) 142
Turnover 1.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 656 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™: 4.2%


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
(%)
FUTY Fidelity MSCI Utilities Index ETF 88.9 8 32 4.7 +0.5
XLU The Utilities Select Sector SPDR Fund 86.6 8 32 4.6 +0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 68.1 40 0 4.8 +0.6
JXI iShares Global Utilities ETF 62.0 43 -3 4.9 +0.7
FXU First Trust Utilities AlphaDEX Fund 56.0 64 -24 5.1 +0.9
ZAP Global X U.S. Electrification ETF 50.1 50 -10 3.4 -0.8
POWR iShares U.S. Power Infrastructure ETF 48.4 40 0 3.9 -0.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 48.3 60 -20 4.2 +0.0
FPWR First Trust EIP Power Solutions ETF 42.7 96 -56 4.3 +0.1
UTES Virtus Reaves Utilities ETF 36.6 49 -9 3.5 -0.7
EMLP First Trust North American Energy Infrastructure Fund 34.1 95 -55 4.6 +0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 28.8 65 -25 3.9 -0.3
IGF iShares Global Infrastructure ETF 27.5 41 -1 4.1 -0.1
GII SPDR S&P Global Infrastructure ETF 27.4 40 0 4.1 -0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 24.6 25 15 4.8 +0.6
EIPI FT Energy Income Partners Enhanced Income ETF 24.6 110 -70 5.3 +1.1
IFRA iShares U.S. Infrastructure ETF 24.1 30 10 5.5 +1.3
ALTL Pacer Lunt Large Cap Alternator ETF 24.1 60 -20 4.7 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 23.8 25 15 4.8 +0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 23.4 35 5 6.8 +2.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 23.3 38 2 6.8 +2.6
TPHD Timothy Plan High Dividend Stock ETF 22.9 52 -12 5.8 +1.6
DVY iShares Select Dividend ETF 22.6 38 2 7.8 +3.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.5 27 13 6.3 +2.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 20.9 49 -9 5.0 +0.8
TPHE Timothy Plan High Dividend Stock Enhanced ETF 20.5 54 -14 5.7 +1.5
POW VistaShares Electrification Supercycle ETF 19.4 75 -35 2.4 -1.8
VOLT Tema Electrification ETF 19.4 75 -35 2.6 -1.6
EIPX FT Energy Income Partners Strategy ETF 17.9 95 -55 5.9 +1.7
URAN Themes Uranium & Nuclear ETF 17.6 35 5 0.8 -3.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 17.5 46 -6 5.0 +0.8
DIVG Invesco S&P 500 High Dividend Growers ETF 16.9 39 1 7.3 +3.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 16.8 75 -35 6.2 +2.1
IQRA IQ CBRE Real Assets ETF 16.3 65 -25 5.6 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 16.2 47 -7 4.8 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 15.5 70 -30 4.5 +0.3
SPVM Invesco S&P 500 Value with Momentum ETF 14.5 39 1 6.3 +2.1
FTA First Trust Large Cap Value AlphaDEX Fund 14.5 59 -19 7.5 +3.4
NUKZ Range Nuclear Renaissance Index ETF 14.5 85 -45 1.2 -3.0
SDY State Street SPDR S&P Dividend ETF 14.1 35 5 5.8 +1.6
FLDZ RiverNorth Patriot ETF 13.0 75 -35 5.5 +1.3
FVD First Trust Value Line Dividend Index Fund 12.9 65 -25 5.4 +1.2
AIPO Defiance AI & Power Infrastructure ETF 12.8 69 -29 0.9 -3.3
ICAP InfraCap Equity Income Fund ETF 12.8 171 -131 4.3 +0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 12.1 80 -40 5.7 +1.5
DIVZ TrueShares Low Volatility Equity Income ETF 11.8 65 -25 5.6 +1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.7 30 10 8.3 +4.2
TNUK Tortoise Nuclear Renaissance ETF 11.6 75 -35 0.6 -3.6
VOE Vanguard Mid-Cap Value ETF 11.4 7 33 6.7 +2.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.3 52 -12 4.8 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 11.3 58 -18 5.7 +1.5
MAGA Point Bridge America First ETF 10.9 72 -32 5.0 +0.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 10.8 20 20 8.6 +4.4
NLR VanEck Uranium+Nuclear Energy ETF 10.5 61 -21 1.3 -2.9
USMV iShares MSCI USA Min Vol Factor ETF 10.4 15 25 5.1 +0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.2 18 22 6.8 +2.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 10.2 7 33 9.9 +5.7
ASLV Allspring Special Large Value ETF 10.1 35 5 5.0 +0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 10.1 58 -18 4.8 +0.6
QQLV Invesco QQQ Low Volatility ETF 10.1 25 15 4.2 -0.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 10.0 12 28 5.3 +1.1
IMCV iShares Morningstar Mid-Cap Value ETF 10.0 6 34 6.9 +2.7
TCAI Tortoise AI Infrastructure ETF 10.0 65 -25 1.7 -2.5
DURA VanEck Durable High Dividend ETF 9.9 29 11 6.2 +2.0
ULVM VictoryShares US Value Momentum ETF 9.5 20 20 6.2 +2.0
BDIV AAM Brentview Dividend Growth ETF 9.4 49 -9 3.6 -0.6
FEX First Trust Large Cap Core AlphaDEX Fund 9.2 59 -19 5.1 +0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.1 24 16 7.2 +3.0
EQAL Invesco Russell 1000 Equal Weight ETF 8.9 20 20 6.1 +1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.9 15 25 6.0 +1.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 8.9 15 25 6.0 +1.9
EVX VanEck Environmental Services ETF 8.8 55 -15 3.7 -0.5
FMKT The Free Markets ETF 8.7 76 -36 4.0 -0.2
CFA VictoryShares US 500 Volatility Wtd ETF 8.7 35 5 5.2 +1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.7 40 0 5.1 +0.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 8.7 20 20 7.1 +2.9
FDVV Fidelity High Dividend ETF 8.5 15 25 6.6 +2.4
DHS WisdomTree U.S. High Dividend Fund 8.5 38 2 7.9 +3.7
SMOG VanEck Low Carbon Energy ETF 8.5 61 -21 1.2 -3.0
VO Vanguard Mid-Cap ETF 8.4 4 36 5.3 +1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 8.3 67 -27 8.5 +4.3
SDOG ALPS Sector Dividend Dogs ETF 8.1 36 4 8.3 +4.1
HDV iShares Core High Dividend ETF 8.1 8 32 5.8 +1.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.1 39 1 9.6 +5.4
BGIG Bahl & Gaynor Income Growth ETF 7.9 45 -5 4.5 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 7.9 20 20 5.5 +1.3
CCSO Carbon Collective Climate Solutions US Equity ETF 7.8 35 5 0.9 -3.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.8 65 -25 4.8 +0.6
CBSE Clough Select Equity ETF 7.8 85 -45 0.4 -3.8
NETZ TCW Transform Systems ETF 7.7 75 -35 1.3 -2.9
BGDV Bahl & Gaynor Dividend ETF 7.6 45 -5 3.9 -0.3
DEUS Xtrackers Russell US Multifactor ETF 7.4 17 23 6.4 +2.2
DGRO iShares Core Dividend Growth ETF 7.4 8 32 5.5 +1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.3 60 -20 3.9 -0.3
BESF Bastion Energy ETF 7.2 80 -40 9.4 +5.2
IWS iShares Russell Mid-Cap Value ETF 7.1 23 17 6.1 +2.0
NUMV Nuveen ESG Mid-Cap Value ETF 7.1 31 9 5.6 +1.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.1 18 22 5.0 +0.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.0 40 0 5.1 +1.0
SAMT Strategas Macro Thematic Opportunities ETF 7.0 65 -25 2.5 -1.7
IMCB iShares Morningstar Mid-Cap ETF 6.9 4 36 5.3 +1.1
VRAI Virtus Real Asset Income ETF 6.9 55 -15 8.7 +4.5
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 20 5.8 +1.6
XOEF iShares S&P 500 ex S&P 100 ETF 6.7 20 20 4.7 +0.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.7 29 11 6.3 +2.1
SSPY Syntax Stratified LargeCap ETF 6.6 30 10 6.0 +1.8
AUSF Global X Adaptive U.S. Factor ETF 6.6 27 13 7.8 +3.6
FPX First Trust US Equity Opportunities ETF 6.5 61 -21 0.9 -3.3
NUDV Nuveen ESG Dividend ETF 6.5 26 14 6.0 +1.8
YALL God Bless America ETF 6.5 65 -25 4.0 -0.2
CLNR IQ Cleaner Transport ETF 6.5 45 -5 3.9 -0.3
CZA Invesco Zacks Mid-Cap ETF 6.4 72 -32 5.8 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 6.4 22 18 4.9 +0.7
UDI USCF Dividend Income Fund 6.4 65 -25 6.6 +2.4
VFMV Vanguard U.S. Minimum Volatility ETF 6.4 13 27 5.6 +1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 6.4 52 -12 9.0 +4.8
QUVU Hartford Quality Value ETF 6.3 46 -6 5.6 +1.4
IWR iShares Russell Midcap ETF 6.2 19 21 5.4 +1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.2 20 20 4.2 +0.1
DEW WisdomTree Global High Dividend Fund 6.2 58 -18 7.2 +3.0
OCEN IQ Clean Oceans ETF 6.2 45 -5 4.5 +0.3
IVRA Invesco Real Assets ESG ETF 6.2 59 -19 5.4 +1.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 6.1 20 20 6.1 +1.9
STXV Strive 1000 Value ETF 6.1 18 22 6.8 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.1 9 31 5.2 +1.0
SIZE iShares MSCI USA Size Factor ETF 6.0 15 25 5.5 +1.3
EUSA iShares MSCI USA Equal Weighted ETF 6.0 9 31 5.5 +1.3
VYM Vanguard High Dividend Yield Index ETF 6.0 6 34 6.0 +1.8
PRXV Praxis Impact Large Cap Value ETF 6.0 36 4 5.6 +1.4
SPDV AAM S&P 500 High Dividend Value ETF 5.9 29 11 10.6 +6.5
FDL First Trust Morningstar Dividend Leaders Index Fund 5.8 45 -5 8.7 +4.5
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -10 6.1 +1.9
CNRG State Street SPDR S&P Kensho Clean Power ETF 5.8 45 -5 -0.0 -4.2
DLN WisdomTree U.S. LargeCap Dividend Fund 5.7 28 12 5.4 +1.2
MID American Century Mid Cap Growth Impact ETF 5.7 45 -5 2.8 -1.4
PTL Inspire 500 ETF 5.6 9 31 4.5 +0.3
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.6 55 -15 4.9 +0.7
AVMC Avantis U.S. Mid Cap Equity ETF 5.6 18 22 6.0 +1.8
RPG Invesco S&P 500 Pure Growth ETF 5.6 35 5 2.8 -1.4
VTV Vanguard Value ETF 5.6 4 36 5.8 +1.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.6 60 -20 5.0 +0.8
DTD WisdomTree U.S. Total Dividend Fund 5.5 28 12 5.7 +1.5
CSD Invesco S&P Spin-Off ETF 5.5 65 -25 3.9 -0.3
FTWO Strive FAANG 2.0 ETF 5.5 49 -9 3.5 -0.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.5 35 5 5.1 +0.9
TXS Texas Capital Texas Equity Index ETF 5.4 49 -9 4.9 +0.8
YLDE ClearBridge Dividend Strategy ESG ETF 5.4 60 -20 4.9 +0.7
VCLN Virtus Duff & Phelps Clean Energy ETF 5.4 59 -19 2.5 -1.7
GPT Intelligent Alpha Atlas ETF 5.4 69 -29 6.1 +1.9
BIBL Inspire 100 ETF 5.3 35 5 4.4 +0.2
FLV American Century Focused Large Cap Value ETF 5.3 42 -2 5.8 +1.6
JHMM John Hancock Multifactor Mid Cap ETF 5.2 42 -2 5.4 +1.2
SPMV Invesco S&P 500 Minimum Variance ETF 5.2 10 30 5.1 +0.9
RFFC ALPS Active Equity Opportunity ETF 5.2 48 -8 3.6 -0.6
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.2 59 -19 3.3 -0.9
ZECP Zacks Earnings Consistent Portfolio ETF 5.1 55 -15 4.1 -0.1
IVE iShares S&P 500 Value ETF 5.0 18 22 5.5 +1.3
SCHV Schwab U.S. Large-Cap Value ETF 5.0 4 36 5.7 +1.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 5.0 4 36 5.6 +1.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.0 80 -40 5.5 +1.3
VOOV Vanguard S&P 500 Value ETF 4.9 7 33 5.6 +1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 20 5.6 +1.5
IUSV iShares Core S&P US Value ETF 4.9 4 36 5.8 +1.6
TRFM AAM Transformers ETF 4.9 49 -9 1.1 -3.1
COWS Amplify Cash Flow Dividend Leaders ETF 4.8 0 40 7.4 +3.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.8 55 -15 8.8 +4.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.7 15 25 5.0 +0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.7 79 -39 4.4 +0.2
MODL VictoryShares WestEnd U.S. Sector ETF 4.7 42 -2 4.2 -0.0
BRIF FIS Bright Portfolios Focused Equity ETF 4.6 65 -25 3.7 -0.5
TEXN iShares Texas Equity ETF 4.6 20 20 5.2 +1.0
IWD iShares Russell 1000 Value ETF 4.6 19 21 5.5 +1.3
JEPI JPMorgan Equity Premium Income ETF 4.5 35 5 4.6 +0.4
ACSI American Customer Satisfaction ETF 4.5 65 -25 4.8 +0.6
DVGR DAC 3D Dividend Growth ETF 4.5 65 -25 4.6 +0.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.5 19 21 4.9 +0.7
PFM Invesco Dividend Achievers ETF 4.5 53 -13 4.6 +0.4
VONV Vanguard Russell 1000 Value ETF 4.5 7 33 5.6 +1.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 8.3 +4.1
DIV Global X SuperDividend US ETF 4.4 45 -5 9.5 +5.3
GVUS Marketbeta Russell 1000 Value Equity ETF 4.4 12 28 5.5 +1.4
REVS Columbia Research Enhanced Value ETF 4.3 19 21 6.8 +2.6
JGRW Jensen Quality Growth ETF 4.3 57 -17 3.9 -0.3
TIME Clockwise Core Equity & Innovation ETF 4.3 95 -55 2.2 -2.0
JAVA JPMorgan Active Value ETF 4.3 44 -4 5.4 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 4.3 38 2 7.8 +3.7
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.2 79 -39 3.6 -0.6
DIVL Madison Dividend Value ETF 4.2 65 -25 4.5 +0.4
AFLG First Trust Active Factor Large Cap ETF 4.2 55 -15 5.1 +0.9
BLCV iShares Large Cap Value Active ETF 4.2 53 -13 6.3 +2.1
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 5.5 +1.3
NBDS Neuberger Berman Disrupters ETF 4.2 55 -15 0.9 -3.3
EQIN Columbia US Equity Income ETF 4.2 35 5 6.0 +1.8
JHML John Hancock Multifactor Large Cap ETF 4.1 29 11 4.6 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 2 5.2 +1.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.1 60 -20 4.6 +0.5
ILCV iShares Morningstar Value ETF 4.0 4 36 5.4 +1.2
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 22 5.8 +1.6
LOWV AB US Low Volatility Equity ETF 4.0 48 -8 4.3 +0.1
GURU Global X Guru Index ETF 4.0 75 -35 2.5 -1.7
FMDE Fidelity Enhanced Mid Cap ETF 4.0 23 17 5.4 +1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 3.7 -0.5
VOT Vanguard Mid-Cap Growth ETF 4.0 7 33 3.1 -1.1
HAP VanEck Natural Resources ETF 3.9 50 -10 6.5 +2.3
RPV Invesco S&P 500 Pure Value ETF 3.8 35 5 8.7 +4.5
SPMO Invesco S&P 500 Momentum ETF 3.8 13 27 3.5 -0.7
CSTK Invesco Comstock Contrarian Equity ETF 3.8 35 5 5.9 +1.7
XMAG Defiance Large Cap ex-Mag 7 ETF 3.8 35 5 4.5 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 3.8 34 6 5.8 +1.7
GVIP Goldman Sachs Hedge Industry VIP ETF 3.8 45 -5 2.5 -1.7
EVUS iShares ESG Aware MSCI USA Value ETF 3.8 18 22 5.6 +1.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 31 4.8 +0.6
FCPI Fidelity Stocks for Inflation ETF 3.7 15 25 5.8 +1.6
NACP Impact Shares NAACP Minority Empowerment ETF 3.7 49 -9 4.0 -0.2
JGLO JPMorgan Global Select Equity ETF 3.7 33 7 4.2 +0.0
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 5 6.1 +1.9
INCE Franklin Income Equity Focus ETF 3.6 29 11 5.2 +1.0
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 15 4.7 +0.5
MBOX Freedom Day Dividend ETF 3.6 39 1 6.9 +2.7
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 5 4.2 0.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.6 12 28 6.3 +2.1
TMDV ProShares Russell US Dividend Growers ETF 3.6 35 5 5.9 +1.7
TPYP Tortoise North American Pipeline Fund 3.5 40 0 5.0 +0.8
VBR Vanguard Small Cap Value ETF 3.5 7 33 7.8 +3.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.5 60 -20 6.3 +2.2
FAN First Trust Global Wind Energy ETF 3.5 60 -20 3.0 -1.2
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 14 5.3 +1.1
LOUP Innovator Deepwater Frontier Tech ETF 3.5 70 -30 1.0 -3.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.4 25 15 6.4 +2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 34 3.5 -0.7
JHDV John Hancock U.S. High Dividend ETF 3.4 34 6 6.2 +2.0
SPHB Invesco S&P 500 High Beta ETF 3.4 25 15 4.1 -0.1
IWX iShares Russell Top 200 Value ETF 3.4 20 20 5.2 +1.0
PAVE Global X U.S. Infrastructure Development ETF 3.4 47 -7 4.1 -0.1
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 10 5.1 +0.9
SWP SWP Growth & Income ETF 3.3 99 -59 4.0 -0.2
VUSV Vanguard Wellington U.S. Value Active ETF 3.3 30 10 5.7 +1.5
GDIV Harbor Dividend Growth Leaders ETF 3.3 50 -10 4.0 -0.2
DSPY Tema S&P 500 Historical Weight ETF 3.3 18 22 4.5 +0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 5.4 +1.2
FNK First Trust Mid Cap Value AlphaDEX Fund 3.2 70 -30 9.3 +5.1
FNDB Schwab Fundamental US Broad Market Index ETF 3.2 25 15 6.4 +2.2
TOPC iShares S&P 500 3% Capped ETF 3.2 15 25 4.5 +0.3
PRAY FIS Christian Stock Fund 3.2 69 -29 4.0 -0.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.2 75 -35 2.1 -2.1
DGLO First Trust RBA Deglobalization ETF 3.2 70 -30 5.3 +1.1
VIG Vanguard Dividend Appreciation ETF 3.2 5 35 4.9 +0.7
RJDI RJ Eagle GCM Dividend Select Income ETF 3.2 55 -15 4.5 +0.3
RGEF Rockefeller Global Equity ETF 3.1 55 -15 3.9 -0.3
DIVE Dana Concentrated Dividend ETF 3.1 65 -25 6.6 +2.5
MGV Vanguard Mega Cap Value ETF 3.1 7 33 5.4 +1.2
TBG TBG Dividend Focus ETF 3.1 59 -19 6.1 +1.9
IWP iShares Russell Mid-Cap Growth ETF 3.1 23 17 2.7 -1.5
CHGX AXS Change Finance ESG ETF 3.1 49 -9 4.7 +0.5
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 15 5.4 +1.2
USMF WisdomTree U.S. Multifactor Fund 3.1 28 12 6.4 +2.2
EFRA iShares Environmental Infrastructure and Industrials ETF 3.1 47 -7 4.6 +0.4
WBIY WBI Power Factor High Dividend ETF 3.0 100 -60 11.8 +7.6
FDLO Fidelity Low Volatility Factor ETF 3.0 15 25 4.7 +0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 29 4.5 +0.3
AFOS ARS Focused Opportunities Strategy ETF 2.9 45 -5 2.1 -2.1
DVND Touchstone Dividend Select ETF 2.9 67 -27 5.2 +1.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -40 6.6 +2.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 1 3.7 -0.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.9 9 31 4.1 -0.1
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 36 5.9 +1.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.8 8 32 4.5 +0.3
SAMM Strategas Macro Momentum ETF 2.8 66 -26 3.6 -0.6
PWV Invesco Large Cap Value ETF 2.8 55 -15 6.4 +2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 -20 4.1 -0.1
RWL Invesco S&P 500 Revenue ETF 2.8 39 1 5.9 +1.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 11 4.1 -0.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.8 56 -16 6.8 +2.7
DIVY Sound Equity Dividend Income ETF 2.8 45 -5 7.8 +3.6
BLES Inspire Global Hope ETF 2.8 61 -21 5.7 +1.5
RAUS RACWI US ETF 2.8 15 25 4.3 +0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -19 1.9 -2.3
ACVF American Conservative Values ETF 2.8 75 -35 3.8 -0.4
CHRI Global X S&P 500 Christian Values ETF 2.8 29 11 4.1 -0.1
CGDG Capital Group Dividend Growers ETF 2.7 47 -7 5.0 +0.8
ROE Astoria US Quality Kings ETF 2.7 49 -9 5.5 +1.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.7 20 20 4.1 -0.1
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.7 85 -45 4.0 -0.2
SPXV ProShares S&P 500 Ex-Health Care ETF 2.7 9 31 4.1 -0.1
DIVB iShares Core Dividend ETF 2.7 5 35 7.3 +3.1
DFAU Dimensional US Core Equity Market ETF 2.7 12 28 4.4 +0.2
WTV WisdomTree US Value Fund of Benef Interest 2.7 12 28 7.6 +3.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 15 6.6 +2.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.7 35 5 4.9 +0.8
IVV iShares Core S&P 500 ETF 2.7 3 37 4.3 +0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 4.3 +0.1
SPY SPDR S&P 500 ETF 2.7 9 31 4.3 +0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 2.7 2 38 4.3 +0.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.7 20 20 4.7 +0.5
GXLC Global X U.S. 500 ETF 2.7 2 38 4.2 +0.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 4.4 +0.2
EZM WisdomTree U.S. MidCap Fund 2.6 38 2 7.9 +3.7
DCOR Dimensional US Core Equity 1 ETF 2.6 14 26 4.7 +0.5
SNPV Xtrackers S&P 500 Value ESG ETF 2.6 15 25 5.5 +1.3
VOO Vanguard S&P 500 ETF 2.6 3 37 4.3 +0.1
DFUS Dimensional U.S. Equity ETF 2.6 9 31 4.2 +0.0
STRV Strive 500 ETF 2.6 5 35 4.2 +0.0
IWB iShares Russell 1000 ETF 2.6 15 25 4.3 +0.1
STXD Strive 1000 Dividend Growth ETF 2.6 35 5 4.3 +0.1
ILCB iShares Morningstar U.S. Equity ETF 2.6 3 37 4.2 +0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 22 7.7 +3.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.6 5 35 7.4 +3.2
IYY iShares Dow Jones U.S. ETF 2.6 20 20 4.2 0.0
PBUS Invesco MSCI USA ETF 2.6 4 36 4.3 +0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 4.5 +0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 2.5 42 -2 4.3 +0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.5 3 37 4.5 +0.3
GINX SGI Enhanced Global Income ETF 2.5 98 -58 6.6 +2.4
VONE Vanguard Russell 1000 ETF 2.5 7 33 4.3 +0.1
ADME Aptus Drawdown Managed Equity ETF 2.5 79 -39 3.4 -0.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.5 15 25 7.7 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 5.5 +1.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.2 -0.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -35 2.2 -2.0
TOV JLens 500 Jewish Advocacy U.S. ETF 2.5 18 22 4.1 -0.1
VV Vanguard Large-Cap ETF 2.5 4 36 4.2 +0.0
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 25 2.7 -1.5
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 0 4.1 -0.1
LRGF iShares U.S. Equity Factor ETF 2.5 8 32 4.8 +0.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.5 60 -20 4.7 +0.5
IWV iShares Russell 3000 ETF 2.5 20 20 4.1 -0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 10 30 7.8 +3.7
CGDV Capital Group Dividend Value ETF 2.5 33 7 3.9 -0.3
XLI The Industrial Select Sector SPDR Fund 2.5 8 32 3.4 -0.8
AVUS Avantis U.S. Equity ETF 2.5 15 25 4.9 +0.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.5 3 37 4.3 +0.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.5 60 -20 9.5 +5.3
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.1 +1.0
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 7.1 +3.0
RVRB Reverb ETF 2.4 30 10 4.0 -0.2
SCHX Schwab U.S. Large-Cap ETF 2.4 3 37 4.4 +0.2
VTI Vanguard Total Stock Market ETF 2.4 3 37 4.2 +0.1
OALC OneAscent Large Cap Core ETF 2.4 86 -46 3.6 -0.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.4 25 15 4.2 +0.1
SCHK Schwab 1000 Index ETF 2.4 5 35 4.4 +0.2
VTHR Vanguard Russell 3000 ETF 2.4 7 33 4.3 +0.1
SFTY Horizon Managed Risk ETF 2.4 77 -37 3.6 -0.6
STOX Horizon Core Equity ETF 2.4 70 -30 3.7 -0.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.4 35 5 5.6 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.3 +0.1
JPEF JPMorgan Equity Focus ETF 2.4 50 -10 3.8 -0.4
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.4 30 10 4.2 -0.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 29 4.3 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 3.6 -0.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 4.4 +0.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 38 4.3 +0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.4 50 -10 8.3 +4.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.2 +0.0
FIDU Fidelity MSCI Industrial Index ETF 2.4 8 32 3.4 -0.8
INRO iShares U.S. Industry Rotation Active ETF 2.3 42 -2 3.7 -0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 2.3 36 4 4.2 +0.0
SCHB Schwab U.S. Broad Market ETF 2.3 3 37 4.3 +0.2
VOTE TCW Transform 500 ETF 2.3 5 35 4.2 +0.0
FNX First Trust Mid Cap Core AlphaDEX Fund 2.3 60 -20 6.1 +1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 10 3.9 -0.3
ESGU iShares ESG Aware MSCI USA ETF 2.3 15 25 4.3 +0.1
EBLU Ecofin Global Water ESG Fund 2.2 40 0 4.0 -0.2
CGW Invesco S&P Global Water Index ETF 2.2 57 -17 4.1 -0.1
PHO Invesco Water Resources ETF 2.2 60 -20 4.4 +0.2
FIW First Trust Water ETF 2.2 53 -13 4.5 +0.3
FTRI First Trust Indxx Global Natural Resources Income ETF 2.2 70 -30 5.9 +1.8
AQWA Global X Clean Water ETF 2.2 50 -10 4.4 +0.2
TBLU Tortoise Global Water ESG ETF 2.2 40 0 4.0 -0.2
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.4 +1.2
VB Vanguard Small-Cap ETF 2.2 5 35 5.2 +1.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.2 12 28 3.7 -0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.2 40 0 6.4 +2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 25 3.1 -1.1
VLUE iShares MSCI USA Value Factor ETF 2.2 15 25 7.6 +3.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.2 75 -35 4.8 +0.6
VIS Vanguard Industrials ETF 2.2 9 31 3.4 -0.8
SFY SoFi Select 500 ETF 2.2 0 40 3.9 -0.3
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 8.7 +4.5
CZAR Themes Natural Monopoly ETF 2.2 35 5 5.2 +1.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -12 5.4 +1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 5.0 +0.8
RCGE RockCreek Global Equality ETF 2.1 95 -55 5.9 +1.8
SMOT VanEck Morningstar SMID Moat ETF 2.1 49 -9 6.3 +2.1
STXM Strive Mid-Cap ETF 2.1 18 22 5.3 +1.1
GEW Cambria Global EW ETF 2.1 29 11 5.4 +1.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.0 -0.2
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 25 5.9 +1.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 4.4 +0.2
SRHQ SRH U.S. Quality ETF 2.1 35 5 6.5 +2.3
CGUS Capital Group Core Equity ETF 2.1 33 7 3.7 -0.5
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 23 4.8 +0.6
XMMO Invesco S&P MidCap Momentum ETF 2.0 34 6 3.6 -0.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -20 6.8 +2.6
FVAL Fidelity Value Factor ETF 2.0 15 25 6.0 +1.9
EPS WisdomTree U.S. LargeCap Fund 2.0 8 32 4.9 +0.7
TOK iShares MSCI Kokusai ETF 2.0 26 14 4.4 +0.2
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -40 3.7 -0.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 1.1 -3.1
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -12 4.8 +0.6
SMRI Bushido Capital US Equity ETF 2.0 71 -31 8.2 +4.0
YOKE Yoke Core ETF 2.0 42 -2 3.7 -0.5
SGLC SGI U.S. Large Cap Core ETF 2.0 85 -45 3.8 -0.4
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.1 -0.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 36 5.5 +1.3
ISCV iShares Morningstar Small Cap Value ETF 1.9 6 34 7.7 +3.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.9 10 30 3.9 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 5.7 +1.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.9 35 5 8.7 +4.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 25 6.1 +1.9
FQAL Fidelity Quality Factor ETF 1.9 15 25 4.8 +0.6
DAK Dakota Active Equity ETF 1.9 43 -3 3.8 -0.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 2 3.9 -0.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.9 10 30 3.9 -0.3
SRVR Pacer Data & Infrastructure Real Estate ETF 1.9 55 -15 3.8 -0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 25 4.2 +0.0
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -8 7.6 +3.5
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.5 +0.3
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.8 45 -5 4.2 -0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 20 5.5 +1.3
URTH iShares MSCI World ETF 1.8 24 16 4.4 +0.2
SFYX SoFi Next 500 ETF 1.8 0 40 5.0 +0.8
MDY SPDR S&P Midcap 400 ETF Trust 1.8 23 17 5.9 +1.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 10 7.2 +3.0
FDMO Fidelity Momentum Factor ETF 1.8 15 25 2.6 -1.6
IJH iShares Core S&P Mid-Cap ETF 1.8 5 35 6.1 +1.9
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 -6 7.4 +3.3
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -8 3.9 -0.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 4.5 +0.3
USEW Cambria US EW ETF 1.8 30 10 4.2 -0.0
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -25 7.1 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 6.7 +2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.4 +1.2
PY Principal Value ETF 1.8 15 25 6.9 +2.7
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 5.9 +1.7
WLDR Affinity World Leaders Equity ETF 1.7 67 -27 6.4 +2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 15 7.9 +3.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 37 6.1 +1.9
AIEQ AI Powered Equity ETF 1.7 75 -35 3.8 -0.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.7 20 20 0.9 -3.3
DUHP Dimensional US High Profitability ETF 1.7 21 19 5.0 +0.8
VFLO VictoryShares Free Cash Flow ETF 1.7 39 1 7.9 +3.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 33 6.0 +1.8
TPSC Timothy Plan US Small Cap Core ETF 1.7 52 -12 6.5 +2.3
GOP Unusual Whales Subversive Republican Trading ETF 1.7 50 -10 4.6 +0.4
ACWI iShares MSCI ACWI ETF 1.6 32 8 4.8 +0.6
IWL iShares Russell Top 200 ETF 1.6 15 25 4.0 -0.2
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.3 +0.1
HDUS Hartford Disciplined US Equity ETF 1.6 19 21 4.9 +0.7
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 4.1 -0.1
ABIG Argent Large Cap ETF 1.6 49 -9 4.4 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -24 1.3 -2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.6 75 -35 3.3 -0.9
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 5 3.5 -0.7
CVAR Cultivar ETF 1.6 87 -47 6.7 +2.5
PIO Invesco Global Water ETF 1.6 75 -35 3.9 -0.3
CWS AdvisorShares Focused Equity ETF 1.6 84 -44 4.6 +0.4
EBI Longview Advantage ETF 1.6 35 5 6.0 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.1 +1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 25 5.1 +0.9
QDF FlexShares Quality Dividend Index Fund 1.5 37 3 5.4 +1.2
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 4.4 +0.3
PKW Invesco Buyback Achievers ETF 1.5 62 -22 7.1 +2.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 31 4.5 +0.3
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.4 +1.2
VT Vanguard Total World Stock ETF 1.5 6 34 5.1 +0.9
FBCV Fidelity Blue Chip Value ETF 1.5 59 -19 5.8 +1.6
SMMD iShares Russell 2500 ETF 1.4 15 25 5.7 +1.5
TOLL Tema Durable Quality ETF 1.4 75 -35 4.0 -0.2
QQQ Invesco QQQ Trust Series I 1.4 20 20 3.5 -0.7
QQQM Invesco NASDAQ 100 ETF 1.4 15 25 3.5 -0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 4.9 +0.7
SPHQ Invesco S&P 500 Quality ETF 1.4 15 25 4.6 +0.4
DGT State Street SPDR Global Dow ETF 1.4 50 -10 5.7 +1.5
YNOT Horizon Digital Frontier ETF 1.4 75 -35 2.8 -1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -20 5.9 +1.7
EXI iShares Global Industrials ETF 1.3 42 -2 3.4 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 5.0 +0.8
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 5.6 +1.4
FLRG Fidelity U.S. Multifactor ETF 1.3 15 25 5.9 +1.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.3 32 8 4.1 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 25 6.6 +2.4
MGC Vanguard Mega Cap ETF 1.3 7 33 4.0 -0.2
SUSA iShares MSCI USA ESG Select ETF 1.3 25 15 4.1 -0.1
IUS Invesco RAFI Strategic US ETF 1.3 19 21 5.8 +1.6
PWB Invesco Large Cap Growth ETF 1.3 56 -16 2.1 -2.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.3 10 30 4.4 +0.2
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 8.8 +4.6
SMOX Horizon Small/Mid Cap Core Equity ETF 1.3 75 -35 5.4 +1.2
NIXT Research Affiliates Deletions ETF 1.2 9 31 7.1 +2.9
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -36 3.3 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 22 4.5 +0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 6.4 +2.2
ARTY iShares Future AI & Tech ETF 1.2 47 -7 3.3 -0.9
STXG Strive 1000 Growth ETF 1.2 18 22 3.3 -0.9
SPRX Spear Alpha ETF 1.2 75 -35 -0.8 -5.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 1 7.4 +3.2
QUAL iShares MSCI USA Quality Factor ETF 1.2 15 25 4.4 +0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 5.9 +1.7
KRMA Global X Conscious Companies ETF 1.1 43 -3 5.4 +1.2
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -10 3.8 -0.4
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.3 +0.1
FFND Future Fund Active ETF 1.1 100 -60 4.3 +0.1
OPTZ Optimize Strategy Index ETF 1.1 50 -10 3.9 -0.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 25 4.7 +0.5
ENHU iShares Enhanced Large Cap Core Active ETF 1.1 22 18 4.2 +0.1
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 1 7.3 +3.1
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -35 4.3 +0.1
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 30 5.1 +0.9
DFVX Dimensional US Large Cap Vector ETF 1.1 22 18 5.3 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 28 4.5 +0.3
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 30 4.4 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 34 2.8 -1.4
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -59 1.5 -2.7
TAX Cambria Tax Aware ETF 1.0 49 -9 4.1 -0.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 4.1 -0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.3 +0.1
GKAT Scharf Global Opportunity ETF 1.0 57 -17 5.7 +1.5
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -9 4.8 +0.6
OEF iShares S&P 100 ETF 1.0 20 20 4.0 -0.2
ILCG iShares Morningstar Growth ETF 1.0 4 36 3.2 -1.0
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 7.9 +3.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.3 +2.1
OSCV Opus Small Cap Value ETF 0.9 79 -39 5.6 +1.4
BFOR ALPS Barron's 400 ETF 0.9 65 -25 4.9 +0.7
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.3 +0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 25 5.1 +0.9
MNZL Manzil Russell Halal USA Broad MarketETF 0.9 40 0 4.0 -0.2
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -19 3.2 -1.0
RAFE PIMCO RAFI ESG U.S. ETF 0.9 29 11 6.4 +2.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 0.9 15 25 4.2 -0.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 30 4.2 -0.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -40 3.6 -0.6
GSPY Gotham Enhanced 500 ETF 0.9 50 -10 4.6 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 +0.6
FDWM Fidelity Women's Leadership ETF 0.9 59 -19 3.6 -0.6
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 5 6.4 +2.2
WCEO Hypatia Women CEO ETF 0.9 85 -45 4.9 +0.7
VXF Vanguard Extended Market ETF 0.8 5 35 3.9 -0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 4.5 +0.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.8 60 -20 4.4 +0.2
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -30 3.5 -0.7
FSGS First Trust SMID Growth Strength ETF 0.8 60 -20 4.8 +0.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.1 -0.1
CCFE Concourse Capital Focused Equity ETF 0.8 95 -55 2.3 -1.9
VUSG Vanguard Wellington U.S. Growth Active ETF 0.8 35 5 2.5 -1.7
AKAF The Frontier Economic Fund 0.8 20 20 5.0 +0.8
QGRO American Century U.S. Quality Growth ETF 0.8 29 11 3.9 -0.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.8 70 -30 2.0 -2.2
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 4.6 +0.4
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 22 4.7 +0.5
AVUQ Avantis U.S. Quality ETF 0.8 15 25 3.7 -0.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 5.0 +0.9
WSML iShares MSCI World Small-Cap ETF 0.7 15 25 5.3 +1.2
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 30 4.0 -0.2
GQI Natixis Gateway Quality Income ETF 0.7 34 6 4.4 +0.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 19 3.1 -1.1
DXUV Dimensional US Vector Equity ETF 0.7 28 12 5.3 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 6.2 +2.0
NANC Unusual Whales Subversive Democratic Trading ETF 0.7 75 -35 3.1 -1.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -5 3.7 -0.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.4 -0.8
OEI Optimized Equity Income ETF 0.7 75 -35 3.4 -0.8
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 -20 4.7 +0.5
IWF iShares Russell 1000 Growth ETF 0.6 19 21 3.4 -0.8
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 3.6 -0.6
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -12 3.8 -0.4
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.7 +1.5
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.5 29 11 4.0 -0.2
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 1 3.8 -0.4
IJR iShares Core S&P Small Cap ETF 0.5 6 34 6.5 +2.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 6.6 +2.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 33 6.4 +2.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -8 5.3 +1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 5 11.2 +7.0
ABEQ Absolute Select Value ETF 0.5 85 -45 4.1 -0.1
NUSC Nuveen ESG Small-Cap ETF 0.5 31 9 4.9 +0.7
VAMO Cambria Value & Momentum ETF 0.5 61 -21 5.0 +0.8
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 3.2 -1.0
PXE Invesco Energy Exploration & Production ETF 0.5 60 -20 12.9 +8.7
AESR Anfield U.S. Equity Sector Rotation ETF 0.5 108 -68 3.1 -1.1
FCG First Trust Natural Gas ETF 0.5 60 -20 14.5 +10.3
LNGX Global X U.S. Natural Gas ETF 0.5 45 -5 10.3 +6.1
TMFC Motley Fool 100 Index ETF 0.5 50 -10 3.1 -1.1
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -34 7.6 +3.4
IVW iShares S&P 500 Growth ETF 0.5 18 22 3.1 -1.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.5 4 36 3.2 -1.0
VOOG Vanguard S&P 500 Growth ETF 0.5 7 33 3.2 -1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 25 6.4 +2.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.5 30 10 13.5 +9.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 7.3 +3.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 22 3.4 -0.8
DFLV Dimensional US Large Cap Value ETF 0.4 22 18 6.2 +2.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 1 8.0 +3.8
VBK Vanguard Small-Cap Growth ETF 0.4 7 33 1.3 -2.9
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.3 -1.9
CGGR Capital Group Growth ETF 0.4 39 1 2.5 -1.7
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 5.4 +1.2
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 31 4.3 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 0.4 90 -50 3.3 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 12 3.0 -1.2
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 3.6 -0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 36 5.3 +1.1
DIVN Horizon Dividend Income ETF 0.3 70 -30 6.3 +2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 2.4 -1.8
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -7 4.5 +0.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 7.7 +3.5
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.9 -1.3
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 22 3.8 -0.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 28 6.4 +2.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.3 15 25 3.8 -0.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 10 30 3.8 -0.4
JGRO JPMorgan Active Growth ETF 0.3 44 -4 2.4 -1.8
DGRW WisdomTree US Quality Dividend Growth Fund 0.3 28 12 4.9 +0.7
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 7.3 +3.1
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 8.6 +4.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.2 +4.0
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 7.3 +3.1
DFSV Dimensional US Small Cap Value ETF 0.3 31 9 8.8 +4.6
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 22 9.1 +4.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 25 9.1 +4.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 30 9.1 +4.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 5.1 +0.9
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 20 3.5 -0.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 10.0 +5.8
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 25 5.1 +0.9
TAN Invesco Solar ETF 0.2 67 -27 4.1 -0.1
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 8.1 +3.9
FRNW Fidelity Clean Energy ETF 0.2 39 1 1.9 -2.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -49 7.8 +3.6
ACES ALPS Clean Energy ETF 0.2 55 -15 -2.6 -6.8
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -18 -2.0 -6.1
RNRG Global X Renewable Energy Producers ETF 0.2 66 -26 4.3 +0.2
ICLN iShares Global Clean Energy ETF 0.2 41 -1 1.9 -2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -9 4.7 +0.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 4.8 +0.6
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.4 +4.3
STXK Strive Small-Cap ETF 0.2 18 22 5.2 +1.0
FPAG FPA Global Equity ETF 0.2 49 -9 5.7 +1.5
GVLU Gotham 1000 Value ETF 0.2 50 -10 8.0 +3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.6 +1.5
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 12 8.6 +4.4
DFUV Dimensional US Marketwide Value ETF 0.1 22 18 6.3 +2.1
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -85 5.4 +1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 22 3.2 -1.0
VEGN US Vegan Climate ETF 0.1 60 -20 4.1 -0.1
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 3.9 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 27 1.8 -2.4
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -35 6.0 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 36 3.4 -0.8
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 4 3.2 -1.0
SCHD Schwab US Dividend Equity ETF 0.0 6 34 8.0 +3.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -18 3.5 -0.7
MFMO Motley Fool Momentum Factor ETF 0.0 50 -10 2.2 -2.0
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 15 4.8 +0.6
SFGV Sequoia Global Value ETF 0.0 23 17 7.0 +2.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -25 0.0 -4.2

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 2.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.57
 
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.