iShares U.S. Utilities ETF
ALTAR
Score™		 4.6% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 20.4x P/Sales
ratio		 2.9x
P/BV
ratio		 2.5x Div.
yield		 2.9%


  • 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) $1,501
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) $68,232
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 10.8 %
CONSTELLATION ENERGY CORPORATION 7.5 %
SOUTHERN CO 6.5 %
DUKE ENERGY CORP 6.1 %
WASTE MANAGEMENT INC 4.9 %
VISTRA ENERGY CORP. 4.2 %
AMERICAN ELECTRIC POWER 3.8 %
SEMPRA ENERGY 3.7 %
DOMINION RESOURCES INC/VA 3.2 %
EXELON CORP 3.0 %
Total 53.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
17.5% 12.5% 10.5% 10.4% 8.0%

Market Correlations
versus... Beta R-squared
S&P500 0.56 25%
MSCI EAFE 0.57 35%
MSCI Emg. Mkts. 0.44 24%

Technical Indicators
Recent close $111.15
30d moving avg. $113.02
Annualized volatility 14.3%
Short interest (ETF) 0.5%
Short interest (Underlying) 1.4%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 182
Turnover 1.4%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 627 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™: 4.6%


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 90.0 9 31 5.1 +0.4
FUTY Fidelity MSCI Utilities Index ETF 89.9 8 32 5.1 +0.5
XLU Utilities Select Sector SPDR Fund 87.0 8 32 5.0 +0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 67.0 40 0 5.3 +0.7
JXI iShares Global Utilities ETF 65.3 43 -3 5.5 +0.9
FXU First Trust Utilities AlphaDEX Fund 59.3 64 -24 5.5 +0.9
ZAP Global X U.S. Electrification ETF 51.3 50 -10 3.7 -0.9
PUI Invesco Dorsey Wright Utilities Momentum ETF 47.9 60 -20 4.6 0.0
UTES Virtus Reaves Utilities ETF 41.2 49 -9 3.9 -0.7
FPWR First Trust EIP Power Solutions ETF 39.6 96 -56 4.2 -0.4
EMLP First Trust North American Energy Infrastructure Fund 31.0 95 -55 6.0 +1.3
IGF iShares Global Infrastructure ETF 30.4 41 -1 4.7 +0.0
GII SPDR S&P Global Infrastructure ETF 30.2 40 0 4.7 +0.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 28.9 65 -25 4.8 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 25.7 35 5 7.9 +3.3
IFRA iShares U.S. Infrastructure ETF 25.7 30 10 6.5 +1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 25.7 38 2 7.9 +3.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 24.6 25 15 5.7 +1.0
TPHD Timothy Plan High Dividend Stock ETF 24.4 52 -12 7.3 +2.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 24.4 54 -14 7.3 +2.7
SPLV Invesco S&P 500 Low Volatility ETF 23.7 25 15 5.7 +1.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 23.0 27 13 7.4 +2.8
DVY iShares Select Dividend ETF 22.9 38 2 9.3 +4.7
VOLT Tema Electrification ETF 20.0 75 -35 3.4 -1.2
URAN Themes Uranium & Nuclear ETF 18.9 35 5 1.3 -3.3
EIPI FT Energy Income Partners Enhanced Income ETF 18.7 110 -70 7.2 +2.6
IQRA IQ CBRE Real Assets ETF 16.7 65 -25 5.7 +1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 16.7 39 1 8.6 +4.0
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 16.5 46 -6 5.7 +1.1
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 16.3 75 -35 7.0 +2.4
NUKZ Range Nuclear Renaissance Index ETF 15.3 85 -45 1.3 -3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 15.3 70 -30 5.1 +0.5
SDY SPDR S&P Dividend ETF 15.3 35 5 7.0 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 15.2 47 -7 5.7 +1.1
FMKT The Free Markets ETF 15.1 76 -36 3.5 -1.1
EIPX FT Energy Income Partners Strategy ETF 15.0 95 -55 8.4 +3.8
SPVM Invesco S&P 500 Value with Momentum ETF 14.4 39 1 7.7 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 13.0 59 -19 9.1 +4.5
FLDZ RiverNorth Patriot ETF 13.0 75 -35 6.5 +1.9
FVD First Trust Value Line Dividend Index Fund 12.7 65 -25 6.4 +1.8
NLR VanEck Uranium+Nuclear Energy ETF 12.3 61 -21 1.5 -3.1
VOE Vanguard Mid-Cap Value ETF 12.2 7 33 7.9 +3.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 12.2 52 -12 5.8 +1.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 12.2 58 -18 5.7 +1.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 12.0 7 33 11.3 +6.6
DIVZ TrueShares Low Volatility Equity Income ETF 11.8 65 -25 6.7 +2.1
MDLV Morgan Dempsey Large Cap Value ETF 11.8 58 -18 7.4 +2.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.6 30 10 10.6 +5.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 11.5 18 22 7.9 +3.3
ONEY SPDR Russell 1000 Yield Focus ETF 11.1 20 20 10.4 +5.8
IMCV iShares Morningstar Mid-Cap Value ETF 11.1 6 34 8.3 +3.7
ICAP InfraCap Equity Income Fund ETF 10.8 171 -131 4.8 +0.2
MAGA Point Bridge America First ETF 10.8 72 -32 6.5 +1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10.8 24 16 8.4 +3.7
DURA VanEck Durable High Dividend ETF 10.6 29 11 7.7 +3.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 10.2 12 28 6.1 +1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.2 15 25 6.7 +2.1
USMV iShares MSCI USA Min Vol Factor ETF 10.1 15 25 5.9 +1.3
BDIV AAM Brentview Dividend Growth ETF 9.9 49 -9 4.6 -0.0
QQLV Invesco QQQ Low Volatility ETF 9.8 25 15 4.8 +0.2
GSFP Goldman Sachs Future Planet Equity ETF 9.5 75 -35 4.2 -0.4
SPDV AAM S&P 500 High Dividend Value ETF 9.4 29 11 12.2 +7.6
SIXL ETC 6 Meridian Low Beta Equity ETF 9.4 80 -40 6.4 +1.8
FDVV Fidelity High Dividend ETF 9.3 15 25 7.7 +3.1
DHS WisdomTree U.S. High Dividend Fund 9.2 38 2 8.4 +3.7
HDV iShares Core High Dividend ETF 9.2 8 32 7.3 +2.7
VO Vanguard Mid-Cap ETF 9.1 4 36 6.0 +1.4
DEUS Xtrackers Russell US Multifactor ETF 8.9 17 23 7.0 +2.4
EQAL Invesco Russell 1000 Equal Weight ETF 8.9 20 20 7.3 +2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 8.8 15 25 7.9 +3.3
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.7 20 20 8.3 +3.7
CFA VictoryShares US 500 Volatility Wtd ETF 8.7 35 5 6.1 +1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.7 40 0 6.1 +1.5
SDOG ALPS Sector Dividend Dogs ETF 8.6 36 4 9.8 +5.2
VFMV Vanguard U.S. Minimum Volatility ETF 8.5 13 27 5.9 +1.3
EVX VanEck Environmental Services ETF 8.5 55 -15 2.7 -1.9
SPRX Spear Alpha ETF 8.4 75 -35 0.9 -3.7
FEX First Trust Large Cap Core AlphaDEX Fund 8.4 59 -19 6.0 +1.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 8.3 65 -25 0.1 -4.5
BLLD JPMorgan Sustainable Infrastructure ETF 8.3 49 -9 5.9 +1.3
SMOG VanEck Low Carbon Energy ETF 8.3 61 -21 1.5 -3.1
NETZ TCW Transform Systems ETF 8.2 75 -35 2.5 -2.2
BGIG Bahl & Gaynor Income Growth ETF 8.1 45 -5 5.3 +0.6
EQIN Columbia US Equity Income ETF 8.0 35 5 6.7 +2.0
VCLN Virtus Duff & Phelps Clean Energy ETF 7.9 59 -19 3.9 -0.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.9 60 -20 5.1 +0.5
CCSO Carbon Collective Climate Solutions US Equity ETF 7.8 35 5 1.2 -3.4
FPX First Trust US Equity Opportunities ETF 7.7 61 -21 1.0 -3.6
ACWV iShares MSCI Global Min Vol Factor ETF 7.7 20 20 6.0 +1.4
CBSE Clough Select Equity ETF 7.6 85 -45 0.8 -3.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 7.6 39 1 11.8 +7.2
CSD Invesco S&P Spin-Off ETF 7.5 65 -25 4.1 -0.5
FTWO Strive FAANG 2.0 ETF 7.5 49 -9 4.5 -0.2
SSPY Syntax Stratified LargeCap ETF 7.5 30 10 6.9 +2.3
DGRO iShares Core Dividend Growth ETF 7.5 8 32 6.7 +2.1
FAB First Trust Multi Cap Value AlphaDEX Fund 7.5 67 -27 10.3 +5.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 7.5 65 -25 6.5 +1.9
DEW WisdomTree Global High Dividend Fund 7.5 58 -18 8.4 +3.8
IMCB iShares Morningstar Mid-Cap ETF 7.4 4 36 6.3 +1.7
IWS iShares Russell Mid-Cap Value ETF 7.3 23 17 7.3 +2.7
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 7.3 55 -15 6.7 +2.1
QLV FlexShares US Quality Low Volatility Index Fund 7.3 22 18 5.8 +1.2
VRAI Virtus Real Asset Income ETF 7.2 55 -15 10.9 +6.3
XOEF iShares S&P 500 ex S&P 100 ETF 7.2 20 20 5.7 +1.1
YLDE ClearBridge Dividend Strategy ESG ETF 7.1 60 -20 5.8 +1.2
BGDV Bahl & Gaynor Dividend ETF 7.0 45 -5 4.8 +0.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.0 40 0 6.2 +1.6
QUVU Hartford Quality Value ETF 7.0 46 -6 7.6 +3.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.9 18 22 5.9 +1.3
PTL Inspire 500 ETF 6.9 9 31 5.4 +0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.8 9 31 6.3 +1.7
ZECP Zacks Earnings Consistent Portfolio ETF 6.8 55 -15 4.9 +0.2
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 20 6.9 +2.3
DLN WisdomTree U.S. LargeCap Dividend Fund 6.7 28 12 6.1 +1.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.6 29 11 7.5 +2.9
TXS Texas Capital Texas Equity Index ETF 6.6 49 -9 6.0 +1.4
DTD WisdomTree U.S. Total Dividend Fund 6.6 28 12 6.4 +1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 6.6 75 -35 2.8 -1.8
STXV Strive 1000 Value ETF 6.5 18 22 8.3 +3.7
CZA Invesco Zacks Mid-Cap ETF 6.4 72 -32 7.5 +2.9
FDL First Trust Morningstar Dividend Leaders Index Fund 6.4 45 -5 11.1 +6.4
OCEN IQ Clean Oceans ETF 6.4 45 -5 5.1 +0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 6.4 20 20 6.9 +2.3
IWR iShares Russell Midcap ETF 6.3 19 21 6.3 +1.7
JHMM John Hancock Multifactor Mid Cap ETF 6.3 42 -2 6.4 +1.8
VYM Vanguard High Dividend Yield Index ETF 6.3 6 34 7.2 +2.6
DON WisdomTree U.S. MidCap Dividend Fund 6.3 38 2 9.4 +4.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.3 20 20 4.8 +0.2
IVRA Invesco Real Assets ESG ETF 6.2 59 -19 6.6 +2.0
MID American Century Mid Cap Growth Impact ETF 6.2 45 -5 3.4 -1.2
NUMV Nuveen ESG Mid-Cap Value ETF 6.2 31 9 7.0 +2.4
ULVM VictoryShares US Value Momentum ETF 6.2 20 20 7.5 +2.8
PRXV Praxis Impact Large Cap Value ETF 6.1 36 4 6.8 +2.2
VTV Vanguard Value ETF 6.1 4 36 6.9 +2.3
EUSA iShares MSCI USA Equal Weighted ETF 6.0 9 31 6.4 +1.7
AUSF Global X Adaptive U.S. Factor ETF 6.0 27 13 9.3 +4.6
SIZE iShares MSCI USA Size Factor ETF 6.0 15 25 6.2 +1.5
FLV American Century Focused Large Cap Value ETF 6.0 42 -2 7.0 +2.3
PEY Invesco High Yield Equity Dividend Achievers ETF 5.9 52 -12 10.4 +5.8
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 5.9 59 -19 4.7 +0.0
YALL God Bless America ETF 5.9 65 -25 4.5 -0.1
FUNL CornerCap Fundametrics Large-Cap ETF 5.9 50 -10 7.3 +2.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.8 35 5 6.2 +1.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.7 35 5 6.4 +1.8
RPG Invesco S&P 500 Pure Growth ETF 5.6 35 5 3.4 -1.2
AVMC Avantis U.S. Mid Cap Equity ETF 5.5 18 22 7.0 +2.4
SAMT Strategas Macro Thematic Opportunities ETF 5.5 65 -25 2.5 -2.1
ROUS Hartford Multifactor US Equity ETF 5.5 19 21 7.0 +2.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.5 80 -40 6.9 +2.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.5 60 -20 6.5 +1.9
BIBL Inspire 100 ETF 5.4 35 5 5.2 +0.6
RFFC ALPS Active Equity Opportunity ETF 5.4 48 -8 4.4 -0.2
QDEF FlexShares Quality Dividend Defensive Index Fund 5.3 37 3 6.2 +1.6
CLNR IQ Cleaner Transport ETF 5.3 45 -5 5.0 +0.4
NULV Nuveen ESG Large-Cap Value ETF 5.3 26 14 6.4 +1.8
SCHV Schwab U.S. Large-Cap Value ETF 5.3 4 36 6.8 +2.2
SPMV Invesco S&P 500 Minimum Variance ETF 5.2 10 30 5.7 +1.1
NBDS Neuberger Berman Disrupters ETF 5.1 55 -15 0.7 -3.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.1 56 -16 6.3 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 5.1 12 28 6.6 +2.0
CNRG SPDR S&P Kensho Clean Power ETF 5.1 45 -5 1.5 -3.2
FMDE Fidelity Enhanced Mid Cap ETF 5.0 23 17 6.0 +1.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 5.0 55 -15 10.5 +5.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 4.9 65 -25 4.5 -0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 20 6.7 +2.1
VOT Vanguard Mid-Cap Growth ETF 4.9 7 33 3.5 -1.2
TEXN iShares Texas Equity ETF 4.8 20 20 6.1 +1.5
IWD iShares Russell 1000 Value ETF 4.8 19 21 6.5 +1.9
VONV Vanguard Russell 1000 Value ETF 4.8 7 33 6.7 +2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.8 35 5 4.2 -0.5
REVS Columbia Research Enhanced Value ETF 4.7 19 21 7.9 +3.3
FCPI Fidelity Stocks for Inflation ETF 4.7 15 25 7.8 +3.2
QLC FlexShares US Quality Large Cap Index Fund 4.7 25 15 5.3 +0.7
QUS SPDR MSCI USA StrategicFactors ETF 4.7 15 25 5.7 +1.1
JHML John Hancock Multifactor Large Cap ETF 4.7 29 11 5.4 +0.8
JEPI JPMorgan Equity Premium Income ETF 4.6 35 5 5.8 +1.2
BLCV iShares Large Cap Value Active ETF 4.6 53 -13 7.6 +3.0
HAP VanEck Natural Resources ETF 4.6 50 -10 9.1 +4.5
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 6.8 +2.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.5 15 25 4.2 -0.5
VSDA VictoryShares Dividend Accelerator ETF 4.5 35 5 7.5 +2.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.5 19 21 5.5 +0.9
PFM Invesco Dividend Achievers ETF 4.5 53 -13 5.4 +0.8
ACSI American Customer Satisfaction ETF 4.5 65 -25 5.5 +0.9
TEMP JPMorgan Climate Change Solutions ETF 4.4 49 -9 5.6 +1.0
FDLS Inspire Fidelis Multi Factor ETF 4.4 76 -36 4.7 +0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.3 58 -18 4.5 -0.1
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -15 6.4 +1.8
DIV Global X SuperDividend US ETF 4.3 45 -5 10.9 +6.3
EVUS iShares ESG Aware MSCI USA Value ETF 4.2 18 22 6.6 +2.0
ILCV iShares Morningstar Value ETF 4.1 4 36 6.4 +1.8
GINX SGI Enhanced Global Income ETF 4.1 98 -58 8.1 +3.5
VOOV Vanguard S&P 500 Value ETF 4.1 7 33 6.3 +1.7
DIVL Madison Dividend Value ETF 4.1 65 -25 6.1 +1.4
IVE iShares S&P 500 Value ETF 4.1 18 22 6.2 +1.6
SPYV SPDR Portfolio S&P 500 Value ETF 4.1 4 36 6.3 +1.7
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 5 4.7 +0.1
IUSV iShares Core S&P US Value ETF 4.0 4 36 6.5 +1.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.9 38 2 6.6 +1.9
BRIF FIS Bright Portfolios Focused Equity ETF 3.9 65 -25 4.7 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 3.9 9 31 5.6 +1.0
SWP SWP Growth & Income ETF 3.9 99 -59 4.2 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 3.9 35 5 5.2 +0.6
VBR Vanguard Small Cap Value ETF 3.8 7 33 9.3 +4.7
SPMO Invesco S&P 500 Momentum ETF 3.8 13 27 3.9 -0.7
GURU Global X Guru Index ETF 3.8 75 -35 3.1 -1.5
CSTK Invesco Comstock Contrarian Equity ETF 3.8 35 5 7.1 +2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.8 6 34 4.2 -0.5
PRF Invesco FTSE RAFI US 1000 ETF 3.8 39 1 6.8 +2.2
RPV Invesco S&P 500 Pure Value ETF 3.8 35 5 10.5 +5.9
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 3.8 79 -39 4.8 +0.2
TRFM AAM Transformers ETF 3.7 49 -9 1.2 -3.4
JGLO JPMorgan Global Select Equity ETF 3.7 33 7 5.0 +0.4
VLU SPDR S&P 1500 Value Tilt ETF 3.7 12 28 7.5 +2.9
IWX iShares Russell Top 200 Value ETF 3.6 20 20 6.1 +1.5
JAVA JPMorgan Active Value ETF 3.6 44 -4 6.5 +1.9
NUDV Nuveen ESG Dividend ETF 3.6 26 14 7.7 +3.1
INCE Franklin Income Equity Focus ETF 3.6 29 11 6.0 +1.4
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 15 7.3 +2.7
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.7 +1.0
FAN First Trust Global Wind Energy ETF 3.5 60 -20 4.0 -0.7
DGLO First Trust RBA Deglobalization ETF 3.5 70 -30 6.9 +2.2
FDLO Fidelity Low Volatility Factor ETF 3.5 15 25 5.5 +0.9
TPYP Tortoise North American Pipeline Fund 3.4 40 0 6.1 +1.5
MBOX Freedom Day Dividend ETF 3.4 39 1 7.9 +3.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.4 9 31 5.3 +0.7
TMDV ProShares Russell US Dividend Growers ETF 3.4 35 5 7.2 +2.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.4 60 -20 6.1 +1.5
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -20 4.7 +0.1
ARTY iShares Future AI & Tech ETF 3.4 47 -7 3.5 -1.1
FBCV Fidelity Blue Chip Value ETF 3.4 59 -19 7.5 +2.9
SPHB Invesco S&P 500 High Beta ETF 3.4 25 15 5.1 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 15 7.5 +2.8
MGV Vanguard Mega Cap Value ETF 3.4 7 33 6.6 +2.0
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 10 5.9 +1.2
USMF WisdomTree U.S. Multifactor Fund 3.3 28 12 7.4 +2.8
PAVE Global X U.S. Infrastructure Development ETF 3.3 47 -7 5.2 +0.5
BLES Inspire Global Hope ETF 3.3 61 -21 6.9 +2.3
AIEQ AI Powered Equity ETF 3.3 75 -35 4.9 +0.3
SGLC SGI U.S. Large Cap Core ETF 3.3 85 -45 4.2 -0.5
DSPY Tema S&P 500 Historical Weight ETF 3.3 18 22 5.2 +0.6
IWP iShares Russell Mid-Cap Growth ETF 3.2 23 17 3.3 -1.3
TIME Clockwise Core Equity & Innovation ETF 3.2 95 -55 3.9 -0.8
TOPC iShares S&P 500 3% Capped ETF 3.2 15 25 5.1 +0.5
LOWV AB US Low Volatility Equity ETF 3.2 48 -8 5.3 +0.7
PRAY FIS Christian Stock Fund 3.2 69 -29 5.2 +0.5
EFRA iShares Environmental Infrastructure and Industrials ETF 3.2 47 -7 5.3 +0.7
VIG Vanguard Dividend Appreciation ETF 3.2 5 35 5.6 +1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.2 79 -39 6.2 +1.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.2 25 15 5.2 +0.6
NACP Impact Shares NAACP Minority Empowerment ETF 3.1 49 -9 4.7 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 15 6.2 +1.6
ACVF American Conservative Values ETF 3.1 75 -35 4.3 -0.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.1 60 -20 6.4 +1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.1 60 -20 7.5 +2.9
WCEO Hypatia Women CEO ETF 3.1 85 -45 3.2 -1.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 3.1 4 36 6.1 +1.5
BKWO BNY Mellon Women's Opportunities ETF 3.1 50 -10 3.7 -0.9
QDF FlexShares Quality Dividend Index Fund 3.0 37 3 6.4 +1.7
JMOM JPMorgan U.S. Momentum Factor ETF 3.0 12 28 4.6 -0.1
SPXN ProShares S&P 500 Ex-Financials ETF 3.0 9 31 4.8 +0.2
JGRW Jensen Quality Growth ETF 3.0 57 -17 4.7 +0.1
TBG TBG Dividend Focus ETF 3.0 59 -19 8.0 +3.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.0 75 -35 7.8 +3.1
YOKE Yoke Core ETF 3.0 42 -2 5.1 +0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 29 5.0 +0.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.9 14 26 4.9 +0.3
FIDU Fidelity MSCI Industrial Index ETF 2.9 8 32 4.5 -0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.9 80 -40 8.3 +3.7
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -30 1.2 -3.4
JQUA JPMorgan U.S. Quality Factor ETF 2.9 12 28 6.0 +1.4
SCHM Schwab U.S. Mid-Cap ETF 2.9 4 36 7.2 +2.6
ASLV Allspring Special Large Value ETF 2.9 35 5 6.7 +2.1
PWV Invesco Large Cap Value ETF 2.8 55 -15 7.6 +3.0
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 25 3.7 -0.9
JOET Virtus Terranova US Quality Momentum ETF 2.8 29 11 4.9 +0.3
RWL Invesco S&P 500 Revenue ETF 2.8 39 1 6.9 +2.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.8 9 31 4.6 +0.0
DIVY Sound Equity Dividend Income ETF 2.8 45 -5 10.2 +5.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.8 39 1 4.0 -0.6
AVUS Avantis U.S. Equity ETF 2.8 15 25 5.8 +1.1
RAUS RACWI US ETF 2.8 15 25 4.8 +0.2
WTV WisdomTree US Value Fund of Benef Interest 2.8 12 28 9.1 +4.5
EPS WisdomTree U.S. LargeCap Fund 2.8 8 32 5.7 +1.1
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -30 11.2 +6.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.7 11 29 4.9 +0.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.1 +0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.7 20 20 5.0 +0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.7 2 38 4.9 +0.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.7 29 11 4.7 +0.0
OALC OneAscent Large Cap Core ETF 2.7 86 -46 4.1 -0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.7 0 40 4.9 +0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.7 7 33 4.8 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.7 20 20 4.7 +0.0
ROE Astoria US Quality Kings ETF 2.7 49 -9 6.9 +2.3
VOTE TCW Transform 500 ETF 2.7 5 35 4.9 +0.2
JVAL JPMorgan U.S. Value Factor ETF 2.7 12 28 8.0 +3.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.7 5 35 8.2 +3.6
CHRI Global X S&P 500 Christian Values ETF 2.7 29 11 4.6 -0.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.7 30 10 4.4 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 25 4.6 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.7 29 11 6.5 +1.9
DFAU Dimensional US Core Equity Market ETF 2.6 12 28 5.0 +0.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 32 5.0 +0.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.6 25 15 7.4 +2.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -20 6.7 +2.1
IVV iShares Core S&P 500 ETF 2.6 3 37 4.9 +0.3
SPY SPDR S&P 500 ETF Trust 2.6 9 31 4.9 +0.2
VOO Vanguard S&P 500 ETF 2.6 3 37 4.9 +0.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 31 4.8 +0.2
XLI Industrial Select Sector SPDR Fund 2.6 8 32 4.4 -0.2
DIVB iShares Core Dividend ETF 2.6 5 35 8.4 +3.8
HAPI Harbor Human Capital Factor US Large Cap ETF 2.6 36 4 4.9 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 2.6 59 -19 2.0 -2.6
GXLC Global X U.S. 500 ETF 2.6 2 38 4.9 +0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.6 45 -5 3.2 -1.4
SNPV Xtrackers S&P 500 Value ESG ETF 2.6 15 25 7.0 +2.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.6 25 15 6.0 +1.4
STRV Strive 500 ETF 2.6 5 35 4.8 +0.2
DCOR Dimensional US Core Equity 1 ETF 2.6 14 26 5.4 +0.8
PBUS Invesco MSCI USA ETF 2.6 4 36 4.9 +0.2
IWB iShares Russell 1000 ETF 2.6 15 25 4.8 +0.2
VONE Vanguard Russell 1000 ETF 2.6 7 33 4.9 +0.3
ILCB iShares Morningstar U.S. Equity ETF 2.5 3 37 4.9 +0.2
DFUS Dimensional U.S. Equity ETF 2.5 9 31 4.8 +0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.5 75 -35 5.6 +1.0
STXD Strive 1000 Dividend Growth ETF 2.5 35 5 5.0 +0.4
IYY iShares Dow Jones U.S. ETF 2.5 20 20 4.8 +0.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.5 3 37 5.1 +0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.5 25 15 8.1 +3.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.5 25 15 5.6 +1.0
VV Vanguard Large-Cap ETF 2.5 4 36 4.8 +0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 -10 8.9 +4.2
IJJ iShares S&P Mid-Cap 400 Value ETF 2.5 18 22 8.9 +4.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 0 5.3 +0.7
MDYV SPDR S&P 400 Mid Cap Value ETF 2.5 15 25 8.9 +4.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.5 10 30 9.0 +4.4
FVAL Fidelity Value Factor ETF 2.5 15 25 6.9 +2.2
RGEF Rockefeller Global Equity ETF 2.5 55 -15 4.6 -0.1
VTI Vanguard Total Stock Market ETF 2.5 3 37 4.9 +0.2
TOV JLens 500 Jewish Advocacy U.S. ETF 2.5 18 22 4.7 +0.0
WBIY WBI Power Factor High Dividend ETF 2.4 100 -60 14.2 +9.5
IWV iShares Russell 3000 ETF 2.4 20 20 4.7 +0.1
FDRR Fidelity Dividend ETF for Rising Rates 2.4 15 25 6.9 +2.3
VTHR Vanguard Russell 3000 ETF 2.4 7 33 4.9 +0.2
EBLU Ecofin Global Water ESG Fund 2.4 40 0 4.4 -0.2
CGW Invesco S&P Global Water Index ETF 2.4 57 -17 4.7 +0.1
PHO Invesco Water Resources ETF 2.4 60 -20 4.8 +0.2
FIW First Trust Water ETF 2.4 53 -13 4.9 +0.3
FTRI First Trust Indxx Global Natural Resources Income ETF 2.4 70 -30 7.9 +3.3
AQWA Global X Clean Water ETF 2.4 50 -10 5.0 +0.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.4 3 37 4.9 +0.2
CGDG Capital Group Dividend Growers ETF 2.4 47 -7 6.1 +1.5
RECS Columbia Research Enhanced Core ETF 2.4 15 25 5.8 +1.2
HLGE Hartford Longevity Economy ETF 2.4 44 -4 6.2 +1.6
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 -2 4.4 -0.2
RVRB Reverb ETF 2.4 30 10 4.6 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 2.4 15 25 7.1 +2.5
SPXM Azoria 500 Meritocracy ETF 2.4 47 -7 4.5 -0.1
SAMM Strategas Macro Momentum ETF 2.4 66 -26 2.3 -2.4
QUAL iShares MSCI USA Quality Factor ETF 2.4 15 25 5.5 +0.9
VB Vanguard Small-Cap ETF 2.4 5 35 6.3 +1.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.4 60 -20 10.5 +5.9
VIS Vanguard Industrials ETF 2.4 9 31 4.6 -0.1
EZM WisdomTree U.S. MidCap Fund 2.3 38 2 8.9 +4.3
SFTY Horizon Managed Risk ETF 2.3 77 -37 4.1 -0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 25 4.9 +0.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.3 15 25 9.1 +4.5
GRNY Fundstrat Granny Shots US Large Cap ETF 2.3 75 -35 2.6 -2.0
SCHX Schwab U.S. Large-Cap ETF 2.3 3 37 4.9 +0.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.3 60 -20 5.3 +0.6
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -39 4.0 -0.6
VAMO Cambria Value & Momentum ETF 2.3 61 -21 6.5 +1.9
STOX Horizon Core Equity ETF 2.3 70 -30 4.1 -0.5
SCHK Schwab 1000 Index ETF 2.3 5 35 5.0 +0.4
FQAL Fidelity Quality Factor ETF 2.3 15 25 5.7 +1.1
SHE SPDR MSCI USA Gender Diversity ETF 2.3 20 20 5.1 +0.5
WLDR Affinity World Leaders Equity ETF 2.3 67 -27 7.3 +2.6
APUE ActivePassive U.S. Equity ETF 2.3 45 -5 4.7 +0.1
FDMO Fidelity Momentum Factor ETF 2.3 15 25 3.6 -1.0
CGDV Capital Group Dividend Value ETF 2.3 33 7 4.6 +0.0
SCHB Schwab U.S. Broad Market ETF 2.2 3 37 5.0 +0.4
SMOT VanEck Morningstar SMID Moat ETF 2.2 49 -9 7.0 +2.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.2 40 0 7.7 +3.1
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 25 4.7 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 10.2 +5.6
NULC Nuveen ESG Large-Cap ETF 2.2 21 19 4.7 +0.1
VLUE iShares MSCI USA Value Factor ETF 2.1 15 25 9.0 +4.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.1 75 -35 4.0 -0.6
STXM Strive Mid-Cap ETF 2.1 18 22 6.6 +2.0
CZAR Themes Natural Monopoly ETF 2.1 35 5 5.6 +1.0
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 -19 4.3 -0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.7 +0.1
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 34 9.6 +4.9
KOKU Xtrackers MSCI Kokusai Equity ETF 2.1 9 31 5.1 +0.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 2.1 46 -6 9.8 +5.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 16 7.7 +3.1
LRGF iShares U.S. Equity Factor ETF 2.1 8 32 5.4 +0.8
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 23 5.6 +1.0
JPEF JPMorgan Equity Focus ETF 2.0 50 -10 4.4 -0.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 6.3 +1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -20 7.1 +2.5
JHDV John Hancock U.S. High Dividend ETF 2.0 34 6 6.8 +2.1
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -40 6.2 +1.5
VFLO VictoryShares Free Cash Flow ETF 2.0 39 1 10.4 +5.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 2.8 -1.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -12 6.1 +1.5
SMRI Bushido Capital US Equity ETF 2.0 71 -31 10.2 +5.6
AFMC First Trust Active Factor Mid Cap ETF 2.0 65 -25 8.5 +3.8
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.0 15 25 8.2 +3.6
TOK iShares MSCI Kokusai ETF 2.0 26 14 5.0 +0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -20 4.2 -0.4
FLQL Franklin LibertyQ U.S. Equity ETF 1.9 15 25 5.4 +0.8
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 4.3 -0.3
GDIV Harbor Dividend Growth Leaders ETF 1.9 50 -10 5.3 +0.7
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 5 4.7 +0.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.9 12 28 4.0 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 25 7.5 +2.9
DAK Dakota Active Equity ETF 1.9 43 -3 4.5 -0.2
SFY SoFi Select 500 ETF 1.9 0 40 4.4 -0.2
URTH iShares MSCI World ETF 1.9 24 16 5.0 +0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.9 7 33 5.9 +1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -8 9.1 +4.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 25 4.8 +0.2
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 5.2 +0.6
EBI Longview Advantage ETF 1.8 35 5 6.8 +2.1
MDY SPDR S&P Midcap 400 ETF Trust 1.8 24 16 7.2 +2.6
JHSC John Hancock Multifactor Small Cap ETF 1.8 42 -2 6.9 +2.3
IJH iShares Core S&P Mid-Cap ETF 1.8 5 35 7.4 +2.8
FLRG Fidelity U.S. Multifactor ETF 1.8 15 25 7.0 +2.4
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.9 +0.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.8 20 20 6.3 +1.6
SFYX SoFi Next 500 ETF 1.8 0 40 6.1 +1.5
LVOL American Century Low Volatility ETF 1.8 29 11 5.0 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 7 33 7.5 +2.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 37 7.4 +2.8
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 4.5 -0.1
CWS AdvisorShares Focused Equity ETF 1.7 84 -44 5.6 +0.9
PIO Invesco Global Water ETF 1.7 75 -35 4.4 -0.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.7 32 8 5.0 +0.4
CVAR Cultivar ETF 1.7 87 -47 7.2 +2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.7 10 30 4.4 -0.3
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.7 45 -5 4.7 +0.1
ACWI iShares MSCI ACWI ETF 1.7 32 8 5.4 +0.8
DUHP Dimensional US High Profitability ETF 1.6 21 19 6.3 +1.7
TPSC Timothy Plan US Small Cap Core ETF 1.6 52 -12 7.2 +2.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.6 10 30 4.3 -0.3
SNPE Xtrackers S&P 500 ESG ETF 1.6 10 30 5.0 +0.4
IWL iShares Russell Top 200 ETF 1.6 15 25 4.5 -0.1
COWS Amplify Cash Flow Dividend Leaders ETF 1.6 0 40 12.6 +8.0
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.8 +0.2
GOP Unusual Whales Subversive Republican Trading ETF 1.6 50 -10 5.5 +0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.6 35 5 7.6 +2.9
VT Vanguard Total World Stock ETF 1.6 6 34 5.7 +1.1
CGUS Capital Group Core Equity ETF 1.6 33 7 4.4 -0.2
SMMD iShares Russell 2500 ETF 1.5 15 25 7.0 +2.4
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 5.0 +0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -24 1.2 -3.5
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 1.5 35 5 9.6 +5.0
PKW Invesco Buyback Achievers ETF 1.5 62 -22 8.3 +3.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 36 5.9 +1.3
DARP Grizzle Growth ETF 1.5 75 -35 2.7 -1.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.5 49 -9 3.8 -0.9
IVW iShares S&P 500 Growth ETF 1.4 18 22 4.0 -0.6
VOOG Vanguard S&P 500 Growth ETF 1.4 7 33 4.1 -0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 4.1 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.4 15 25 6.1 +1.5
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 20 2.8 -1.8
DGT SPDR Global Dow ETF 1.4 50 -10 6.6 +2.0
EXI iShares Global Industrials ETF 1.4 42 -2 4.4 -0.3
QQQ Invesco QQQ Trust Series I 1.4 20 20 4.1 -0.5
QQQM Invesco NASDAQ 100 ETF 1.4 15 25 4.1 -0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.4 10 30 5.2 +0.6
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 2 4.5 -0.1
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 36 4.2 -0.4
SPHQ Invesco S&P 500 Quality ETF 1.4 15 25 5.7 +1.0
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -10 4.4 -0.3
ABIG Argent Large Cap ETF 1.4 49 -9 5.3 +0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 6.3 +1.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 5.5 +0.9
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 5.7 +1.1
PSET Principal Quality ETF 1.3 15 25 5.4 +0.7
TAX Cambria Tax Aware ETF 1.3 49 -9 6.2 +1.6
FFND Future Fund Active ETF 1.3 100 -60 3.8 -0.9
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 6.8 +2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.3 30 10 8.3 +3.7
IUS Invesco RAFI Strategic US ETF 1.3 19 21 6.9 +2.3
PWB Invesco Large Cap Growth ETF 1.3 56 -16 2.6 -2.0
AVUQ Avantis U.S. Quality ETF 1.3 15 25 4.4 -0.2
ISCB iShares Morningstar Small-Cap ETF 1.3 4 36 6.3 +1.7
MGC Vanguard Mega Cap ETF 1.3 7 33 4.6 -0.0
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 22 5.3 +0.6
HAPY Harbor Human Capital Factor Unconstrained ETF 1.2 50 -10 5.8 +1.1
STXG Strive 1000 Growth ETF 1.2 18 22 3.8 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.2 10 30 5.0 +0.3
DFVX Dimensional US Large Cap Vector ETF 1.2 22 18 6.4 +1.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 7.4 +2.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 1 10.0 +5.4
ILCG iShares Morningstar Growth ETF 1.2 4 36 3.8 -0.9
NIXT Research Affiliates Deletions ETF 1.2 9 31 8.5 +3.9
TOLL Tema Durable Quality ETF 1.1 75 -35 5.2 +0.6
OPTZ Optimize Strategy Index ETF 1.1 50 -10 4.8 +0.2
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.9 +0.3
QGRO American Century U.S. Quality Growth ETF 1.1 29 11 3.7 -0.9
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -35 4.8 +0.2
RCGE RockCreek Global Equality ETF 1.1 95 -55 6.8 +2.1
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 30 5.6 +1.0
CGGR Capital Group Growth ETF 1.0 39 1 3.4 -1.2
DGRW WisdomTree US Quality Dividend Growth Fund 1.0 28 12 5.6 +1.0
BFOR ALPS Barron's 400 ETF 1.0 65 -25 6.1 +1.5
GSPY Gotham Enhanced 500 ETF 1.0 50 -10 5.1 +0.5
KRMA Global X Conscious Companies ETF 1.0 43 -3 6.0 +1.4
SUSA iShares MSCI USA ESG Select ETF 1.0 25 15 4.7 +0.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 20 5.5 +0.9
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 10.0 +5.4
ISMD Inspire Small/Mid Cap ETF 1.0 54 -14 5.6 +1.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 6.0 +1.4
THRO iShares U.S. Thematic Rotation Active ETF 0.9 90 -50 4.2 -0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.9 10 30 6.1 +1.4
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.8 +0.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.9 15 25 6.0 +1.4
OEF iShares S&P 100 ETF 0.9 20 20 4.4 -0.2
OSCV Opus Small Cap Value ETF 0.9 79 -39 7.3 +2.7
ONEQ Fidelity Nasdaq Composite Index ETF 0.9 21 19 3.7 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.8 50 -10 4.4 -0.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.8 12 28 4.6 -0.0
TMFC Motley Fool 100 Index ETF 0.8 50 -10 3.4 -1.2
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 4.9 +0.3
ACTV LeaderShares Activist Leaders ETF 0.8 75 -35 5.6 +1.0
SNPG Xtrackers S&P 500 Growth ESG ETF 0.8 15 25 4.6 -0.0
VXF Vanguard Extended Market ETF 0.8 5 35 4.8 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 0.8 75 -35 3.6 -1.0
CCNR ALPS CoreCommodity Natural Resources ETF 0.8 39 1 9.4 +4.8
RNMC First Trust Mid Cap US Equity Select ETF 0.8 60 -20 7.1 +2.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.8 35 5 5.5 +0.9
AIRR First Trust RBA American Industrial Renaissance ETF 0.8 70 -30 4.9 +0.3
FSGS First Trust SMID Growth Strength ETF 0.8 60 -20 5.2 +0.6
RSHO Tema American Reshoring ETF 0.8 75 -35 4.5 -0.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.6 -0.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.8 45 -5 4.4 -0.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -30 2.2 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 9.1 +4.4
SCHA Schwab U.S. Small-Cap ETF 0.7 4 36 6.4 +1.8
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 30 4.8 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 22 5.3 +0.7
HGRO Hedgeye Quality Growth ETF 0.7 70 -30 3.3 -1.3
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.3 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 6.0 +1.4
DXUV Dimensional US Vector Equity ETF 0.6 28 12 6.2 +1.6
WDIV SPDR S&P Global Dividend ETF 0.6 40 0 9.0 +4.4
HKND Humankind US Stock ETF 0.6 11 29 7.3 +2.7
RAFE PIMCO RAFI ESG U.S. ETF 0.6 29 11 7.0 +2.4
GLOF iShares Global Equity Factor ETF 0.6 20 20 6.7 +2.1
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.2 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 25 6.2 +1.6
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.2 -0.4
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.4 -0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 5.0 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 7.0 +2.4
AVSU Avantis Responsible U.S. Equity ETF 0.5 15 25 5.9 +1.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -8 6.3 +1.7
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.5 29 11 4.4 -0.2
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 1 4.5 -0.1
IJR iShares Core S&P Small Cap ETF 0.5 6 34 7.8 +3.2
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 22 10.1 +5.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 25 10.1 +5.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 7.8 +3.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 33 7.8 +3.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 10 30 10.0 +5.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.5 6 34 3.0 -1.6
PXE Invesco Energy Exploration & Production ETF 0.5 60 -20 17.0 +12.3
FCG First Trust Natural Gas ETF 0.5 60 -20 19.5 +14.9
SGRT SMART Earnings Growth 30 ETF 0.5 59 -19 1.4 -3.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 5 13.5 +8.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.4 19 21 6.4 +1.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.4 15 25 7.9 +3.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.4 30 10 17.5 +12.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 15 9.1 +4.5
GQI Natixis Gateway Quality Income ETF 0.4 34 6 5.0 +0.4
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 31 4.8 +0.1
VBK Vanguard Small-Cap Growth ETF 0.4 7 33 1.8 -2.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.4 35 5 7.2 +2.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.4 18 22 4.7 +0.1
ETHO Etho Climate Leadership U.S. ETF 0.3 47 -7 5.7 +1.0
AVMV Avantis U.S. Mid Cap Value ETF 0.3 20 20 9.2 +4.5
DFLV Dimensional US Large Cap Value ETF 0.3 22 18 7.7 +3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 10.1 +5.5
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 4.4 -0.2
IWY iShares Russell Top 200 Growth ETF 0.3 20 20 4.4 -0.2
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 10.2 +5.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.6 +5.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 10.4 +5.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 11.2 +6.6
DFSV Dimensional US Small Cap Value ETF 0.3 31 9 10.7 +6.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -33 12.2 +7.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -21 5.9 +1.3
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 20 4.1 -0.5
GVLU Gotham 1000 Value ETF 0.2 50 -10 9.2 +4.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 28 7.7 +3.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 8.0 +3.3
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -85 6.8 +2.2
DIVN Horizon Dividend Income ETF 0.2 70 -30 8.1 +3.5
STXK Strive Small-Cap ETF 0.2 18 22 6.1 +1.5
FPAG FPA Global Equity ETF 0.2 49 -9 5.8 +1.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 5.3 +0.7
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 8.9 +4.3
FRNW Fidelity Clean Energy ETF 0.2 39 1 2.1 -2.5
TAN Invesco Solar ETF 0.2 67 -27 5.6 +0.9
ACES ALPS Clean Energy ETF 0.2 55 -15 -2.5 -7.1
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -18 -1.9 -6.5
RNRG Global X Renewable Energy Producers ETF 0.2 66 -26 5.0 +0.4
ICLN iShares Global Clean Energy ETF 0.2 41 -1 3.0 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -9 4.8 +0.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 6.6 +1.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 9.9 +5.2
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 12 10.3 +5.7
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 -9 5.7 +1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 22 4.0 -0.7
DFUV Dimensional US Marketwide Value ETF 0.1 22 18 7.6 +3.0
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 27 3.1 -1.6
VEGN US Vegan Climate ETF 0.1 60 -20 4.5 -0.1
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 4.6 +0.0
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 4 3.7 -0.9
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -35 7.6 +3.0
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -18 4.3 -0.4
SCHG Schwab U.S. Large-Cap Growth ETF 0.0 4 36 3.9 -0.7
SCHD Schwab US Dividend Equity ETF 0.0 6 34 10.3 +5.7

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 2.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.