iShares U.S. Utilities ETF
ALTAR
Score™		 4.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 19.0x P/Sales
ratio		 2.7x
P/BV
ratio		 2.4x 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) $1,428
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 %
CONSTELLATION ENERGY CORPORATION 7.0 %
SOUTHERN CO 6.9 %
WASTE MANAGEMENT INC 6.3 %
DUKE ENERGY CORP 6.2 %
VISTRA ENERGY CORP. 4.6 %
AMERICAN ELECTRIC POWER 3.8 %
REPUBLIC SERVICES INC 3.5 %
SEMPRA ENERGY 3.3 %
DOMINION RESOURCES INC/VA 3.2 %
Total 54.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
9.3% 21.2% 11.0% 10.3% 7.8%

Market Correlations
versus... Beta R-squared
S&P500 0.64 40%
MSCI EAFE 0.67 47%
MSCI Emg. Mkts. 0.57 35%

Technical Indicators
Recent close $103.84
30d moving avg. $104.30
Annualized volatility 16.1%
Short interest (ETF) 0.3%
Short interest (Underlying) 1.4%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 148
Turnover 1.1%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 622 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™: 4.9%


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 89.1 9 31 5.4 +0.6
XLU Utilities Select Sector SPDR Fund 85.9 8 32 5.3 +0.5
FUTY Fidelity MSCI Utilities Index ETF 84.8 8 32 5.5 +0.6
RSPU Invesco S&P 500 Equal Weight Utilities ETF 67.3 40 0 5.6 +0.8
JXI iShares Global Utilities ETF 64.3 43 -3 5.9 +1.1
FXU First Trust Utilities AlphaDEX Fund 61.5 64 -24 5.7 +0.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 52.9 60 -20 5.7 +0.8
ZAP Global X U.S. Electrification ETF 51.5 50 -10 4.4 -0.5
ECLN First Trust EIP Carbon Impact ETF 44.9 96 -56 4.1 -0.7
UTES Virtus Reaves Utilities ETF 40.2 49 -9 4.2 -0.7
EMLP First Trust North American Energy Infrastructure Fund 29.5 95 -55 6.0 +1.1
IGF iShares Global Infrastructure ETF 28.5 41 -1 4.8 -0.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 28.2 65 -25 5.0 +0.1
GII SPDR S&P Global Infrastructure ETF 28.2 40 0 4.7 -0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 24.8 35 5 7.8 +2.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 24.7 38 2 7.7 +2.9
IFRA iShares U.S. Infrastructure ETF 24.5 30 10 6.2 +1.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 23.5 54 -14 7.0 +2.1
TPHD Timothy Plan High Dividend Stock ETF 23.5 52 -12 7.0 +2.2
EIPI FT Energy Income Partners Enhanced Income ETF 22.6 110 -70 6.7 +1.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.4 27 13 7.0 +2.1
DVY iShares Select Dividend ETF 22.1 38 2 9.3 +4.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 21.8 25 15 5.3 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 21.7 25 15 5.3 +0.4
URAN Themes Uranium & Nuclear ETF 19.6 35 5 1.8 -3.0
VOLT Tema Electrification ETF 18.5 75 -35 2.8 -2.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 16.3 7 33 10.0 +5.2
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 16.1 75 -35 7.8 +2.9
IQRA IQ CBRE Real Assets ETF 16.0 65 -25 5.8 +0.9
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 15.9 46 -6 5.6 +0.8
DIVG Invesco S&P 500 High Dividend Growers ETF 15.8 39 1 8.5 +3.6
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 14.7 47 -7 5.8 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 14.6 70 -30 4.8 -0.1
SPVM Invesco S&P 500 Value with Momentum ETF 14.5 39 1 8.3 +3.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 14.2 30 10 8.9 +4.0
EIPX FT Energy Income Partners Strategy ETF 13.7 95 -55 8.3 +3.4
SDY SPDR S&P Dividend ETF 13.5 35 5 6.7 +1.8
FLDZ RiverNorth Patriot ETF 13.0 75 -35 6.1 +1.2
ONEY SPDR Russell 1000 Yield Focus ETF 12.6 20 20 9.6 +4.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 12.2 60 -20 5.2 +0.4
DIVZ TrueShares Low Volatility Equity Income ETF 12.1 65 -25 6.5 +1.6
NLR VanEck Uranium+Nuclear Energy ETF 11.9 61 -21 2.1 -2.7
FVD First Trust Value Line Dividend Index Fund 11.6 65 -25 6.3 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.5 52 -12 5.5 +0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 11.5 58 -18 5.4 +0.6
MDLV Morgan Dempsey Large Cap Value ETF 11.3 58 -18 7.5 +2.6
VOE Vanguard Mid-Cap Value ETF 11.2 7 33 7.8 +3.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.7 18 22 7.8 +2.9
MAGA Point Bridge America First ETF 10.7 72 -32 6.1 +1.2
EVX VanEck Environmental Services ETF 10.6 55 -15 2.2 -2.6
IMCV iShares Morningstar Mid-Cap Value ETF 10.5 6 34 8.2 +3.4
SPDV AAM S&P 500 High Dividend Value ETF 10.4 29 11 10.8 +5.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.3 15 25 6.5 +1.6
GSFP Goldman Sachs Future Planet Equity ETF 10.3 75 -35 4.6 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 10.2 15 25 5.7 +0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10.1 24 16 8.2 +3.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.7 12 28 5.7 +0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.5 29 11 6.2 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 9.5 10 30 5.3 +0.5
SPRX Spear Alpha ETF 9.5 75 -35 0.4 -4.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 9.5 20 20 7.7 +2.8
BDIV AAM Brentview Dividend Growth ETF 9.3 49 -9 4.6 -0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 9.2 80 -40 6.1 +1.3
FDVV Fidelity High Dividend ETF 9.1 15 25 7.8 +3.0
DHS WisdomTree U.S. High Dividend Fund 9.0 38 2 8.2 +3.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 9.0 15 25 7.5 +2.6
NETZ TCW Transform Systems ETF 8.9 75 -35 2.6 -2.3
EQAL Invesco Russell 1000 Equal Weight ETF 8.8 20 20 7.0 +2.1
HDV iShares Core High Dividend ETF 8.8 8 32 6.9 +2.0
BLLD JPMorgan Sustainable Infrastructure ETF 8.5 49 -9 6.1 +1.2
VFMV Vanguard U.S. Minimum Volatility ETF 8.5 13 27 5.7 +0.8
DEUS Xtrackers Russell US Multifactor ETF 8.4 17 23 7.0 +2.2
FTA First Trust Large Cap Value AlphaDEX Fund 8.3 59 -19 9.1 +4.2
SDOG ALPS Sector Dividend Dogs ETF 8.2 36 4 9.3 +4.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.2 60 -20 4.8 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 8.2 35 5 5.9 +1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.1 40 0 5.8 +1.0
FMKT The Free Markets ETF 8.1 76 -36 2.1 -2.8
VO Vanguard Mid-Cap ETF 8.0 4 36 5.8 +1.0
SMOG VanEck Low Carbon Energy ETF 7.9 61 -21 1.6 -3.3
TIME Clockwise Core Equity & Innovation ETF 7.8 95 -55 2.7 -2.1
IVRA Invesco Real Assets ESG ETF 7.8 59 -19 6.2 +1.3
EQIN Columbia US Equity Income ETF 7.7 35 5 6.9 +2.0
ACWV iShares MSCI Global Min Vol Factor ETF 7.6 20 20 5.9 +1.1
CCSO Carbon Collective Climate Solutions US Equity ETF 7.5 35 5 1.1 -3.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 7.5 65 -25 -1.3 -6.1
VCLN Virtus Duff & Phelps Clean Energy ETF 7.5 59 -19 5.5 +0.7
CBSE Clough Select Equity ETF 7.4 85 -45 1.0 -3.8
IWS iShares Russell Mid-Cap Value ETF 7.3 23 17 6.8 +2.0
QLV FlexShares US Quality Low Volatility Index Fund 7.2 22 18 5.7 +0.9
DEW WisdomTree Global High Dividend Fund 7.2 58 -18 8.7 +3.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.1 60 -20 4.3 -0.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.1 40 0 6.2 +1.4
DGRO iShares Core Dividend Growth ETF 7.0 8 32 6.4 +1.6
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 36 6.0 +1.2
DURA VanEck Durable High Dividend ETF 7.0 29 11 8.6 +3.7
BGIG Bahl & Gaynor Income Growth ETF 7.0 45 -5 5.4 +0.6
CSD Invesco S&P Spin-Off ETF 7.0 65 -25 7.8 +3.0
FTWO Strive FAANG 2.0 ETF 7.0 49 -9 4.5 -0.4
VRAI Virtus Real Asset Income ETF 6.9 55 -15 10.5 +5.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.9 18 22 5.8 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 6.9 59 -19 6.0 +1.1
SSPY Syntax Stratified LargeCap ETF 6.8 30 10 6.7 +1.8
STXV Strive 1000 Value ETF 6.8 18 22 8.1 +3.2
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 6.8 55 -15 6.4 +1.6
ZECP Zacks Earnings Consistent Portfolio ETF 6.8 55 -15 4.8 -0.0
SHUS Syntax Stratified U.S. Total Market Hedged ETF 6.8 65 -25 6.4 +1.5
BGDV Bahl & Gaynor Dividend ETF 6.7 45 -5 4.8 -0.1
ONEO SPDR Russell 1000 Momentum Focus ETF 6.7 20 20 7.1 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 6.7 60 -20 5.8 +0.9
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 6.6 59 -19 4.5 -0.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.6 35 5 6.1 +1.2
CNRG SPDR S&P Kensho Clean Power ETF 6.6 45 -5 0.6 -4.3
PTL Inspire 500 ETF 6.5 9 31 5.4 +0.6
RSP Invesco S&P 500 Equal Weight ETF 6.5 20 20 6.4 +1.6
QUVU Hartford Quality Value ETF 6.5 46 -6 7.2 +2.3
CZA Invesco Zacks Mid-Cap ETF 6.5 72 -32 6.5 +1.6
DLN WisdomTree U.S. LargeCap Dividend Fund 6.4 28 12 6.0 +1.2
OCEN IQ Clean Oceans ETF 6.4 45 -5 6.2 +1.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.4 65 -25 4.8 -0.1
FPX First Trust US Equity Opportunities ETF 6.4 61 -21 1.0 -3.9
MID American Century Mid Cap Growth Impact ETF 6.4 45 -5 3.1 -1.7
DTD WisdomTree U.S. Total Dividend Fund 6.3 28 12 6.4 +1.5
DON WisdomTree U.S. MidCap Dividend Fund 6.3 38 2 8.9 +4.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.3 9 31 6.1 +1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 6.3 59 -19 2.8 -2.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.2 60 -20 7.7 +2.9
TXS Texas Capital Texas Equity Index ETF 6.2 49 -9 5.7 +0.8
RPG Invesco S&P 500 Pure Growth ETF 6.1 35 5 3.2 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 6.1 35 5 6.1 +1.2
PRXV Praxis Impact Large Cap Value ETF 6.0 36 4 6.6 +1.7
VYM Vanguard High Dividend Yield Index ETF 6.0 6 34 7.2 +2.3
NUMV Nuveen ESG Mid-Cap Value ETF 6.0 31 9 7.1 +2.2
IWR iShares Russell Midcap ETF 6.0 19 21 5.9 +1.0
FDL First Trust Morningstar Dividend Leaders Index Fund 5.9 45 -5 9.4 +4.5
VTV Vanguard Value ETF 5.8 4 36 6.9 +2.1
ULVM VictoryShares US Value Momentum ETF 5.8 20 20 7.4 +2.5
PEY Invesco High Yield Equity Dividend Achievers ETF 5.7 52 -12 9.9 +5.1
FLV American Century Focused Large Cap Value ETF 5.7 42 -2 6.7 +1.9
SIZE iShares MSCI USA Size Factor ETF 5.7 15 25 5.8 +1.0
EUSA iShares MSCI USA Equal Weighted ETF 5.7 9 31 6.1 +1.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.7 60 -20 7.0 +2.1
RFFC ALPS Active Equity Opportunity ETF 5.7 48 -8 4.5 -0.4
YALL God Bless America ETF 5.6 65 -25 3.7 -1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.6 65 -25 3.5 -1.4
JHMM John Hancock Multifactor Mid Cap ETF 5.6 42 -2 6.5 +1.6
AUSF Global X Adaptive U.S. Factor ETF 5.6 27 13 8.8 +4.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.6 20 20 4.2 -0.7
FUNL CornerCap Fundametrics Large-Cap ETF 5.5 50 -10 7.3 +2.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.5 39 1 12.1 +7.2
PWV Invesco Large Cap Value ETF 5.4 55 -15 7.4 +2.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.4 80 -40 6.7 +1.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.4 60 -20 6.1 +1.2
AVMC Avantis U.S. Mid Cap Equity ETF 5.4 18 22 7.0 +2.1
CLNR IQ Cleaner Transport ETF 5.3 45 -5 6.6 +1.7
SCHV Schwab U.S. Large-Cap Value ETF 5.3 4 36 6.8 +1.9
BIBL Inspire 100 ETF 5.2 35 5 5.2 +0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 5.2 37 3 6.2 +1.3
NULV Nuveen ESG Large-Cap Value ETF 5.1 26 14 6.3 +1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 5.1 67 -27 10.1 +5.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.0 56 -16 6.4 +1.5
AFLG First Trust Active Factor Large Cap ETF 5.0 55 -15 6.2 +1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.0 39 1 3.2 -1.7
VONV Vanguard Russell 1000 Value ETF 4.9 7 33 6.6 +1.8
ROUS Hartford Multifactor US Equity ETF 4.9 19 21 7.2 +2.3
IWD iShares Russell 1000 Value ETF 4.9 19 21 6.5 +1.6
GVUS Marketbeta Russell 1000 Value Equity ETF 4.9 12 28 6.6 +1.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.8 20 20 6.3 +1.4
JEPI JPMorgan Equity Premium Income ETF 4.6 35 5 5.5 +0.7
REVS Columbia Research Enhanced Value ETF 4.6 19 21 7.7 +2.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 4.6 75 -35 2.9 -2.0
FOVL iShares Focused Value Factor ETF 4.6 25 15 10.0 +5.2
VSDA VictoryShares Dividend Accelerator ETF 4.6 35 5 7.0 +2.1
QUS SPDR MSCI USA StrategicFactors ETF 4.5 15 25 5.7 +0.9
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 6.5 +1.6
TEMP JPMorgan Climate Change Solutions ETF 4.5 49 -9 5.7 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 4.5 18 22 6.8 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 4.4 65 -25 3.0 -1.9
PFM Invesco Dividend Achievers ETF 4.4 53 -13 5.3 +0.4
HAP VanEck Natural Resources ETF 4.4 50 -10 9.6 +4.7
QLC FlexShares US Quality Large Cap Index Fund 4.4 25 15 5.5 +0.7
JHML John Hancock Multifactor Large Cap ETF 4.3 29 11 5.4 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.3 35 5 4.2 -0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.3 19 21 5.2 +0.4
YOKE Yoke Core ETF 4.2 42 -2 4.5 -0.4
PRF Invesco FTSE RAFI US 1000 ETF 4.2 39 1 6.9 +2.0
VOT Vanguard Mid-Cap Growth ETF 4.2 7 33 3.5 -1.3
FMDE Fidelity Enhanced Mid Cap ETF 4.1 23 17 5.8 +0.9
BLCV iShares Large Cap Value Active ETF 4.1 53 -13 7.4 +2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 2 6.2 +1.4
ILCV iShares Morningstar Value ETF 4.0 4 36 6.7 +1.8
VBR Vanguard Small Cap Value ETF 4.0 7 33 9.2 +4.3
SPHB Invesco S&P 500 High Beta ETF 4.0 25 15 4.7 -0.1
ALTL Pacer Lunt Large Cap Alternator ETF 4.0 60 -20 4.3 -0.6
PKW Invesco Buyback Achievers ETF 4.0 62 -22 7.4 +2.5
IVE iShares S&P 500 Value ETF 4.0 18 22 6.3 +1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -18 3.9 -0.9
SPYV SPDR Portfolio S&P 500 Value ETF 3.9 4 36 6.4 +1.5
VOOV Vanguard S&P 500 Value ETF 3.9 7 33 6.4 +1.5
IUSV iShares Core S&P US Value ETF 3.9 4 36 6.5 +1.7
EVUS iShares ESG Aware MSCI USA Value ETF 3.9 18 22 6.8 +1.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.9 79 -39 5.1 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 31 5.6 +0.8
XMAG Defiance Large Cap ex-Mag 7 ETF 3.8 35 5 5.2 +0.3
MBOX Freedom Day Dividend ETF 3.8 39 1 7.6 +2.7
JGLO JPMorgan Global Select Equity ETF 3.7 33 7 4.9 +0.1
FCPI Fidelity Stocks for Inflation ETF 3.7 15 25 7.6 +2.7
ACSI American Customer Satisfaction ETF 3.7 65 -25 4.8 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 34 4.1 -0.8
SWP SWP Growth & Income ETF 3.7 99 -59 4.3 -0.6
IWX iShares Russell Top 200 Value ETF 3.7 20 20 6.3 +1.4
CRTC Xtrackers US National Critical Technologies ETF 3.7 35 5 4.9 -0.0
NBDS Neuberger Berman Disrupters ETF 3.6 55 -15 0.7 -4.1
INCE Franklin Income Equity Focus ETF 3.6 29 11 5.5 +0.6
RPV Invesco S&P 500 Pure Value ETF 3.6 35 5 10.6 +5.8
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 15 7.2 +2.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.6 15 25 4.3 -0.6
SCHM Schwab U.S. Mid-Cap ETF 3.6 4 36 6.8 +1.9
DIVL Madison Dividend Value ETF 3.6 65 -25 6.0 +1.2
MGV Vanguard Mega Cap Value ETF 3.6 7 33 6.6 +1.8
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 28 7.6 +2.7
JAVA JPMorgan Active Value ETF 3.5 44 -4 6.4 +1.5
DVND Touchstone Dividend Select ETF 3.5 67 -27 5.7 +0.8
FDLO Fidelity Low Volatility Factor ETF 3.5 15 25 5.4 +0.6
FBCV Fidelity Blue Chip Value ETF 3.5 59 -19 7.5 +2.6
TPYP Tortoise North American Pipeline Fund 3.4 40 0 5.8 +1.0
NUDV Nuveen ESG Dividend ETF 3.4 26 14 7.6 +2.7
DIV Global X SuperDividend US ETF 3.4 45 -5 11.8 +6.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.4 60 -20 9.7 +4.9
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 15 7.2 +2.4
USMF WisdomTree U.S. Multifactor Fund 3.3 28 12 6.9 +2.0
VAMO Cambria Value & Momentum ETF 3.3 61 -21 6.3 +1.5
JGRW Jensen Quality Growth ETF 3.3 57 -17 4.6 -0.3
EFRA iShares Environmental Infrastructure and Industrials ETF 3.3 47 -7 5.2 +0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 64 -24 2.4 -2.5
DSPY Tema S&P 500 Historical Weight ETF 3.3 18 22 5.2 +0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 3.3 11 29 5.1 +0.3
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 10 6.1 +1.2
NACP Impact Shares NAACP Minority Empowerment ETF 3.2 49 -9 4.9 -0.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.2 9 31 5.0 +0.2
PRAY FIS Christian Stock Fund 3.2 69 -29 5.0 +0.2
BLES Inspire Global Hope ETF 3.2 61 -21 6.8 +1.9
LOWV AB US Low Volatility Equity ETF 3.1 48 -8 5.1 +0.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.1 12 28 4.6 -0.2
ACVF American Conservative Values ETF 3.1 75 -35 4.4 -0.5
VIG Vanguard Dividend Appreciation ETF 3.1 5 35 5.6 +0.8
FMTM MarketDesk Focused U.S. Momentum ETF 3.1 45 -5 3.9 -1.0
STXM Strive Mid-Cap ETF 3.1 18 22 6.4 +1.6
QDF FlexShares Quality Dividend Index Fund 3.0 37 3 6.4 +1.5
WCEO Hypatia Women CEO ETF 3.0 85 -45 4.4 -0.5
PAVE Global X U.S. Infrastructure Development ETF 3.0 47 -7 5.6 +0.8
ARTY iShares Future AI & Tech ETF 3.0 47 -7 3.3 -1.6
SPXV ProShares S&P 500 Ex-Health Care ETF 3.0 9 31 4.8 -0.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 31 5.3 +0.4
SPMO Invesco S&P 500 Momentum ETF 3.0 13 27 3.7 -1.2
WTV WisdomTree US Value Fund of Benef Interest 3.0 12 28 9.3 +4.4
XLI Industrial Select Sector SPDR Fund 3.0 8 32 4.4 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 6.0 +1.1
FAN First Trust Global Wind Energy ETF 2.9 60 -20 4.5 -0.4
FIDU Fidelity MSCI Industrial Index ETF 2.9 8 32 4.5 -0.4
ICAP InfraCap Equity Income Fund ETF 2.9 171 -131 6.8 +1.9
PWB Invesco Large Cap Growth ETF 2.9 56 -16 2.8 -2.1
INRO iShares U.S. Industry Rotation Active ETF 2.9 42 -2 4.7 -0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 1 3.7 -1.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -40 8.1 +3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.8 25 15 5.4 +0.5
BRIF FIS Bright Portfolios Focused Equity ETF 2.8 65 -25 5.0 +0.1
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 25 3.6 -1.3
FDLS Inspire Fidelis Multi Factor ETF 2.8 76 -36 5.3 +0.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.8 9 31 4.9 +0.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 11 4.8 -0.0
JQUA JPMorgan U.S. Quality Factor ETF 2.7 12 28 5.9 +1.0
TBG TBG Dividend Focus ETF 2.7 59 -19 7.9 +3.0
RWL Invesco S&P 500 Revenue ETF 2.7 39 1 6.8 +1.9
RGEF Rockefeller Global Equity ETF 2.7 55 -15 4.9 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 5.0 +0.1
VIS Vanguard Industrials ETF 2.7 9 31 4.6 -0.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.7 20 20 4.8 -0.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -30 11.2 +6.3
PRN Invesco Dorsey Wright Industrials Momentum ETF 2.7 60 -20 3.7 -1.1
DIVY Sound Equity Dividend Income ETF 2.7 45 -5 11.0 +6.2
IVV iShares Core S&P 500 ETF 2.7 3 37 5.0 +0.2
EPS WisdomTree U.S. LargeCap Fund 2.7 8 32 5.8 +1.0
SPY SPDR S&P 500 ETF Trust 2.6 9 31 5.0 +0.1
SPLG SPDR Portfolio S&P 500 ETF 2.6 2 38 5.1 +0.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 5.1 +0.2
VOO Vanguard S&P 500 ETF 2.6 3 37 5.1 +0.2
JVAL JPMorgan U.S. Value Factor ETF 2.6 12 28 8.3 +3.4
DFAU Dimensional US Core Equity Market ETF 2.6 12 28 5.1 +0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.6 30 10 4.5 -0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 32 5.1 +0.2
PBUS Invesco MSCI USA ETF 2.6 4 36 5.0 +0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 22 8.9 +4.0
MDYV SPDR S&P 400 Mid Cap Value ETF 2.6 15 25 8.9 +4.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.6 4 36 6.2 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.6 2 38 5.0 +0.2
OALC OneAscent Large Cap Core ETF 2.6 86 -46 4.1 -0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.6 10 30 8.9 +4.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.6 55 -15 10.3 +5.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.6 0 40 5.0 +0.1
IWB iShares Russell 1000 ETF 2.6 15 25 4.9 +0.1
VONE Vanguard Russell 1000 ETF 2.6 7 33 5.0 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.6 7 33 4.9 +0.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.6 11 29 5.0 +0.1
SNPV Xtrackers S&P 500 Value ESG ETF 2.6 15 25 6.8 +1.9
DIVB iShares Core Dividend ETF 2.5 5 35 7.6 +2.8
AVUS Avantis U.S. Equity ETF 2.5 15 25 5.9 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 20 5.1 +0.3
SHE SPDR MSCI USA Gender Diversity ETF 2.5 20 20 5.0 +0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.5 48 -8 8.2 +3.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 25 4.7 -0.1
DFUS Dimensional U.S. Equity ETF 2.5 9 31 4.9 +0.1
IYY iShares Dow Jones U.S. ETF 2.5 20 20 4.9 +0.0
ILCB iShares Morningstar U.S. Equity ETF 2.5 3 37 5.0 +0.1
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.5 25 15 8.1 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 6.0 +1.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5 3 37 5.2 +0.4
VOTE TCW Transform 500 ETF 2.5 5 35 5.0 +0.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 28 4.5 -0.3
EBLU Ecofin Global Water ESG Fund 2.5 40 0 4.2 -0.6
FIW First Trust Water ETF 2.5 53 -13 4.7 -0.2
FTRI First Trust Indxx Global Natural Resources Income ETF 2.5 70 -30 8.1 +3.2
AQWA Global X Clean Water ETF 2.5 50 -10 4.9 +0.0
CGW Invesco S&P Global Water Index ETF 2.5 57 -17 4.6 -0.3
PHO Invesco Water Resources ETF 2.5 60 -20 4.5 -0.3
WOMN Impact Shares YWCA Women's Empowerment ETF 2.5 75 -35 5.3 +0.4
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 0 5.0 +0.1
DCOR Dimensional US Core Equity 1 ETF 2.5 14 26 5.5 +0.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -45 2.2 -2.6
VB Vanguard Small-Cap ETF 2.5 5 35 6.2 +1.4
VV Vanguard Large-Cap ETF 2.5 4 36 4.9 +0.1
STXD Strive 1000 Dividend Growth ETF 2.5 35 5 4.9 +0.0
STRV Strive 500 ETF 2.5 5 35 4.9 +0.1
BKWO BNY Mellon Women's Opportunities ETF 2.5 50 -10 3.7 -1.2
LRGF iShares U.S. Equity Factor ETF 2.5 8 32 5.6 +0.7
VTI Vanguard Total Stock Market ETF 2.4 3 37 5.0 +0.1
IWV iShares Russell 3000 ETF 2.4 20 20 4.9 -0.0
VTHR Vanguard Russell 3000 ETF 2.4 7 33 5.0 +0.1
FVAL Fidelity Value Factor ETF 2.4 15 25 7.1 +2.2
OCFS Otter Creek Focus Strategy ETF 2.4 85 -45 4.0 -0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 2.4 18 22 4.8 -0.1
IWP iShares Russell Mid-Cap Growth ETF 2.4 23 17 3.4 -1.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.4 5 35 8.0 +3.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.4 3 37 5.0 +0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 2.4 36 4 4.9 -0.0
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 11 4.7 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 25 7.2 +2.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.4 29 11 6.5 +1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.4 25 15 5.8 +1.0
SCHX Schwab U.S. Large-Cap ETF 2.4 3 37 5.1 +0.2
SCHK Schwab 1000 Index ETF 2.3 5 35 5.1 +0.2
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 5 4.8 -0.1
RECS Columbia Research Enhanced Core ETF 2.3 15 25 5.8 +1.0
CGDG Capital Group Dividend Growers ETF 2.3 47 -7 6.2 +1.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.3 40 0 7.2 +2.4
AFMC First Trust Active Factor Mid Cap ETF 2.3 65 -25 8.9 +4.0
HLGE Hartford Longevity Economy ETF 2.3 44 -4 6.5 +1.7
QUAL iShares MSCI USA Quality Factor ETF 2.3 15 25 5.3 +0.4
GLRY Inspire Faithward Mid Cap Momentum ETF 2.3 80 -40 6.3 +1.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.3 25 15 11.6 +6.7
BUL Pacer US Cash Cows Growth ETF 2.3 60 -20 6.2 +1.3
SCHB Schwab U.S. Broad Market ETF 2.3 3 37 5.1 +0.3
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -39 4.2 -0.7
RVRB Reverb ETF 2.3 30 10 4.7 -0.2
CGDV Capital Group Dividend Value ETF 2.3 33 7 4.6 -0.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.2 15 25 5.0 +0.1
GINX SGI Enhanced Global Income ETF 2.2 98 -58 6.9 +2.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -10 8.3 +3.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.2 25 15 7.6 +2.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -12 6.6 +1.8
EZM WisdomTree U.S. MidCap Fund 2.2 38 2 9.3 +4.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.2 0 40 12.0 +7.2
APUE ActivePassive U.S. Equity ETF 2.1 45 -5 4.7 -0.1
VLUE iShares MSCI USA Value Factor ETF 2.1 15 25 9.7 +4.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.5 -0.4
SMRI Bushido Capital US Equity ETF 2.1 71 -31 9.3 +4.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.1 46 -6 10.2 +5.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.1 45 -5 4.6 -0.3
JPEF JPMorgan Equity Focus ETF 2.1 50 -10 4.3 -0.5
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 34 9.4 +4.5
SPVU Invesco S&P 500 Enhanced Value ETF 2.1 13 27 10.1 +5.2
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 4.9 +0.1
NULC Nuveen ESG Large-Cap ETF 2.1 21 19 4.8 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 7.2 +2.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.0 15 25 9.2 +4.3
BFOR ALPS Barron's 400 ETF 2.0 65 -25 6.0 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 23 5.6 +0.8
WBIY WBI Power Factor High Dividend ETF 2.0 100 -60 15.2 +10.4
GDIV Harbor Dividend Growth Leaders ETF 2.0 50 -10 5.3 +0.5
TOK iShares MSCI Kokusai ETF 2.0 26 14 5.2 +0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 25 7.5 +2.7
JHSC John Hancock Multifactor Small Cap ETF 2.0 42 -2 6.8 +2.0
ROE Astoria US Quality Kings ETF 2.0 49 -9 6.6 +1.8
WLDR Affinity World Leaders Equity ETF 2.0 67 -27 7.7 +2.9
SMOT VanEck Morningstar SMID Moat ETF 2.0 49 -9 6.7 +1.8
FQAL Fidelity Quality Factor ETF 2.0 15 25 5.7 +0.9
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 5.7 +0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 16 7.9 +3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 31 5.3 +0.4
BOUT Innovator IBD Breakout Opportunities ETF 1.9 81 -41 3.4 -1.4
VFLO VictoryShares Free Cash Flow ETF 1.9 39 1 10.7 +5.8
FLQL Franklin LibertyQ U.S. Equity ETF 1.9 15 25 5.5 +0.6
SMMD iShares Russell 2500 ETF 1.9 15 25 6.4 +1.6
SFY SoFi Select 500 ETF 1.9 0 40 4.5 -0.3
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.7 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -35 4.1 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 25 4.6 -0.3
CHGX AXS Change Finance ESG ETF 1.9 49 -9 4.8 -0.0
AIEQ AI Powered Equity ETF 1.9 75 -35 3.8 -1.1
CWS AdvisorShares Focused Equity ETF 1.9 84 -44 4.8 -0.0
PIO Invesco Global Water ETF 1.9 75 -35 4.7 -0.2
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.8 -0.1
URTH iShares MSCI World ETF 1.8 24 16 5.2 +0.4
EBI Longview Advantage ETF 1.8 35 5 6.7 +1.8
MDY SPDR S&P Midcap 400 ETF Trust 1.8 24 16 7.3 +2.4
IJH iShares Core S&P Mid-Cap ETF 1.8 5 35 7.5 +2.6
LVOL American Century Low Volatility ETF 1.8 29 11 4.8 -0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -35 7.2 +2.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 8.1 +3.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.9 +0.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.8 3 37 7.5 +2.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.8 7 33 7.4 +2.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 6.2 +1.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.7 10 30 4.4 -0.4
FDMO Fidelity Momentum Factor ETF 1.7 15 25 3.8 -1.0
SFYX SoFi Next 500 ETF 1.7 0 40 6.0 +1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 20 6.0 +1.1
DUHP Dimensional US High Profitability ETF 1.7 21 19 6.4 +1.5
FSST Fidelity Sustainable U.S. Equity ETF 1.7 59 -19 4.3 -0.6
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 4.5 -0.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.7 10 30 4.4 -0.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.7 35 5 9.3 +4.5
ACWI iShares MSCI ACWI ETF 1.7 32 8 5.7 +0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.7 32 8 5.0 +0.1
IWL iShares Russell Top 200 ETF 1.6 15 25 4.7 -0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.6 60 -20 7.7 +2.8
JHDV John Hancock U.S. High Dividend ETF 1.6 34 6 6.7 +1.8
EXI iShares Global Industrials ETF 1.6 42 -2 4.5 -0.3
GOP Unusual Whales Subversive Republican Trading ETF 1.6 50 -10 5.8 +1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -20 6.3 +1.4
CVAR Cultivar ETF 1.6 87 -47 6.8 +2.0
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 30 5.2 +0.3
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -12 7.0 +2.1
KLMN Invesco MSCI North America Climate ETF 1.6 9 31 5.1 +0.3
GVIP Goldman Sachs Hedge Industry VIP ETF 1.6 45 -5 3.5 -1.4
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.9 +0.0
CGUS Capital Group Core Equity ETF 1.5 33 7 4.4 -0.5
VT Vanguard Total World Stock ETF 1.5 6 34 6.0 +1.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 7.8 +2.9
VOOG Vanguard S&P 500 Growth ETF 1.5 7 33 4.2 -0.7
IVW iShares S&P 500 Growth ETF 1.5 18 22 4.0 -0.8
SPYG SPDR Portfolio S&P 500 Growth ETF 1.5 4 36 4.2 -0.7
OPTZ Optimize Strategy Index ETF 1.5 50 -10 5.0 +0.2
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 36 4.3 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 5.3 +0.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 2 4.6 -0.2
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 20 2.8 -2.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 6.3 +1.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 25 6.3 +1.4
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -10 4.6 -0.3
QQQ Invesco QQQ Trust Series I 1.4 20 20 4.1 -0.8
QQQM Invesco NASDAQ 100 ETF 1.4 15 25 4.1 -0.7
TAX Cambria Tax Aware ETF 1.4 49 -9 5.2 +0.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.4 49 -9 4.3 -0.6
MGC Vanguard Mega Cap ETF 1.4 7 33 4.7 -0.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 6.2 +1.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 5.9 +1.0
PSET Principal Quality ETF 1.4 15 25 5.3 +0.5
FLRG Fidelity U.S. Multifactor ETF 1.3 15 25 7.0 +2.2
IUS Invesco RAFI Strategic US ETF 1.3 19 21 6.8 +1.9
SPHQ Invesco S&P 500 Quality ETF 1.3 15 25 5.2 +0.3
THRO iShares U.S. Thematic Rotation Active ETF 1.3 90 -50 4.0 -0.9
ISCB iShares Morningstar Small-Cap ETF 1.3 4 36 6.2 +1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 10 8.3 +3.5
GSPY Gotham Enhanced 500 ETF 1.3 50 -10 5.4 +0.5
AVUQ Avantis U.S. Quality ETF 1.3 15 25 4.9 -0.0
FELC Fidelity Enhanced Large Cap Core ETF 1.3 18 22 5.3 +0.5
FFND Future Fund Active ETF 1.2 100 -60 4.4 -0.5
HDUS Hartford Disciplined US Equity ETF 1.2 19 21 5.8 +1.0
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 6.6 +1.8
ABIG Argent Large Cap ETF 1.2 49 -9 7.5 +2.6
LIVR Intelligent Livermore ETF 1.2 69 -29 6.2 +1.3
ILCG iShares Morningstar Growth ETF 1.2 4 36 3.8 -1.1
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 1 9.6 +4.8
DFVX Dimensional US Large Cap Vector ETF 1.1 22 18 6.2 +1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.1 50 -10 5.6 +0.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.1 10 30 5.1 +0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 28 7.2 +2.4
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 30 5.9 +1.0
DGT SPDR Global Dow ETF 1.1 50 -10 7.2 +2.4
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -35 5.1 +0.2
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 5.0 +0.2
NIXT Research Affiliates Deletions ETF 1.1 9 31 8.9 +4.0
HGRO Hedgeye Quality Growth ETF 1.1 70 -30 3.3 -1.6
STXK Strive Small-Cap ETF 1.0 18 22 6.2 +1.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -39 4.5 -0.3
CZAR Themes Natural Monopoly ETF 1.0 35 5 5.4 +0.6
TOLL Tema Monopolies and Oligopolies ETF 1.0 75 -35 3.9 -1.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.0 75 -35 3.7 -1.2
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 6.0 +1.2
STXG Strive 1000 Growth ETF 1.0 18 22 3.9 -0.9
RCGE RockCreek Global Equality ETF 1.0 95 -55 6.3 +1.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 10 30 6.0 +1.1
GURU Global X Guru Index ETF 1.0 75 -35 3.5 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 5.8 +0.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.9 39 1 9.6 +4.7
DGRW WisdomTree US Quality Dividend Growth Fund 0.9 28 12 5.5 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 25 6.0 +1.2
QGRO American Century U.S. Quality Growth ETF 0.9 29 11 3.6 -1.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.9 50 -10 4.2 -0.7
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 6.1 +1.2
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.9 +0.1
OEF iShares S&P 100 ETF 0.9 20 20 4.6 -0.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 0.9 49 -9 4.6 -0.3
DXUV Dimensional US Vector Equity ETF 0.9 28 12 6.3 +1.5
KRMA Global X Conscious Companies ETF 0.9 43 -3 5.9 +1.1
CGGR Capital Group Growth ETF 0.9 39 1 3.3 -1.6
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 5.0 +0.1
GVLU Gotham 1000 Value ETF 0.8 50 -10 8.9 +4.1
USXF iShares ESG Advanced MSCI USA ETF 0.8 10 30 4.6 -0.2
ACTV LeaderShares Activist Leaders ETF 0.8 75 -35 5.4 +0.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 25 4.5 -0.4
VXF Vanguard Extended Market ETF 0.8 5 35 4.8 -0.0
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 -20 6.4 +1.5
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -30 5.5 +0.6
FSCS First Trust SMID Capital Strength ETF 0.8 60 -20 7.0 +2.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 5.5 +0.7
RSHO Tema American Reshoring ETF 0.8 75 -35 4.8 -0.1
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.8 -0.1
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 6.3 +1.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 15 8.0 +3.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 23 5.9 +1.1
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.5 +0.6
LST Leuthold Select Industries ETF 0.8 91 -51 5.5 +0.6
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 19 3.8 -1.0
SUSA iShares MSCI USA ESG Select ETF 0.8 25 15 4.9 -0.0
TRFM AAM Transformers ETF 0.7 49 -9 1.5 -3.4
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -22 4.1 -0.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -5 4.5 -0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.6 -0.3
TMFC Motley Fool 100 Index ETF 0.7 50 -10 3.5 -1.3
DARP Grizzle Growth ETF 0.7 75 -35 3.1 -1.8
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 22 5.5 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 0.6 29 11 7.2 +2.4
HKND Humankind US Stock ETF 0.6 11 29 7.2 +2.4
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.6 -0.3
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.4 -0.4
GLOF iShares Global Equity Factor ETF 0.6 20 20 6.7 +1.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 25 6.1 +1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 5 13.2 +8.3
SYLD Cambria Shareholder Yield ETF 0.5 59 -19 11.7 +6.9
FCG First Trust Natural Gas ETF 0.5 60 -20 19.0 +14.2
PXE Invesco Energy Exploration & Production ETF 0.5 60 -20 16.2 +11.3
OSCV Opus Small Cap Value ETF 0.5 79 -39 6.7 +1.8
WDIV SPDR S&P Global Dividend ETF 0.5 40 0 9.5 +4.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 5.2 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 6.8 +1.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 34 2.9 -1.9
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 7.9 +3.0
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 22 10.2 +5.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 25 10.2 +5.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 7.9 +3.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 33 7.8 +3.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 30 10.2 +5.4
IWY iShares Russell Top 200 Growth ETF 0.5 20 20 4.6 -0.3
ESGV Vanguard ESG U.S. Stock ETF 0.5 9 31 4.8 -0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 5 7.2 +2.4
VBK Vanguard Small-Cap Growth ETF 0.4 7 33 1.9 -2.9
AVSU Avantis Responsible U.S. Equity ETF 0.4 15 25 6.1 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 6.4 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 25 8.0 +3.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.4 30 10 13.0 +8.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.4 48 -8 6.1 +1.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 2.1 -2.8
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 12 4.2 -0.7
ETHO Etho Climate Leadership U.S. ETF 0.4 47 -7 5.4 +0.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 9.6 +4.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 6.6 +1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 6.4 +1.6
QQMG Invesco ESG NASDAQ 100 ETF 0.3 20 20 4.1 -0.7
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 20 8.8 +4.0
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 28 7.5 +2.6
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 10.2 +5.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 2 9.4 +4.5
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.4 +5.5
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 11.2 +6.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 10.6 +5.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.2 25 15 7.5 +2.6
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 5.8 +0.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2 36 4 11.9 +7.1
ESIX SPDR S&P SmallCap 600 ESG ETF 0.2 12 28 8.2 +3.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 4.8 -0.1
FPAG FPA Global Equity ETF 0.2 49 -9 5.8 +0.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.2 39 1 11.4 +6.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 7.9 +3.0
FRNW Fidelity Clean Energy ETF 0.2 39 1 4.0 -0.9
ACES ALPS Clean Energy ETF 0.2 55 -15 -3.4 -8.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -31 0.5 -4.4
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -18 -3.0 -7.9
RNRG Global X Renewable Energy Producers ETF 0.2 66 -26 5.6 +0.8
TAN Invesco Solar ETF 0.2 67 -27 7.4 +2.5
ICLN iShares Global Clean Energy ETF 0.2 41 -1 5.8 +1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -9 4.4 -0.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 6.4 +1.5
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.1 +4.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 5.4 +0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.2 70 -30 3.1 -1.8
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -85 5.3 +0.5
VEGN US Vegan Climate ETF 0.1 60 -20 4.5 -0.4
DFAT Dimensional U.S. Targeted Value ETF 0.1 28 12 9.5 +4.7
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -9 5.6 +0.8
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 22 4.2 -0.7
DFUV Dimensional US Marketwide Value ETF 0.1 22 18 7.6 +2.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 4.9 +0.1
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 27 3.2 -1.7
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 4 4.1 -0.7
AFSM First Trust Active Factor Small Cap ETF 0.0 75 -35 7.7 +2.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -18 4.7 -0.1
DFLV Dimensional US Large Cap Value ETF 0.0 22 18 7.9 +3.0
SCHD Schwab US Dividend Equity ETF 0.0 6 34 9.8 +4.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 36 4.0 -0.8

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 4.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.