iShares U.S. Utilities ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
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. |
Category | US Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | Jun 12, 2000 |
Assets (mns) | $806 |
Currency | USD |
Expense ratio | 40 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 46 |
Wgt avg mkt cap (mns) | $43,948 |
Large cap (>$10bn) | 93.5% |
Mid cap ($2-10bn) | 6.2% |
Small cap (<$2bn) | 0.3% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
NEXTERA ENERGY GROUP | 10.7 % |
SOUTHERN CO | 7.0 % |
DUKE ENERGY CORP | 6.4 % |
WASTE MANAGEMENT INC | 6.4 % |
SEMPRA ENERGY | 4.2 % |
CONSTELLATION ENERGY CORPORATION | 3.7 % |
AMERICAN ELECTRIC POWER | 3.7 % |
DOMINION RESOURCES INC/VA | 3.6 % |
EXELON CORP | 3.6 % |
P G & E CORP | 3.3 % | Total | 52.7 % |
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UNITED STATES | 100.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
-6.5% | -7.7% | 5.2% | 8.4% | 7.1% |
versus... | Beta | R-squared |
S&P500 | 0.72 | 51% |
MSCI EAFE | 0.69 | 43% |
MSCI Emg. Mkts. | 0.46 | 21% |
Recent close | $78.56 |
30d moving avg. | $73.82 |
Annualized volatility | 17.7% |
Short interest (ETF) | 0.5% |
Short interest (Underlying) | 1.4% |
Relative strength (RSI) | 46 |
Avg. volume (thou.) | 90 |
Turnover | 0.9% |
Bid/Ask (% of price) | 0.04% |
ADV underlying (mns) | $3,153 |
FINDING ALTERNATIVE FUNDS
Below is a list of 545 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™: | 6.2% |
Ticker | Fund Name |
Overlap1 vs IDU (%) |
Expense ratio (bp) |
Savings vs IDU (bp) |
ALTAR Score™ (%) |
ALTAR vs IDU (%) |
FUTY | Fidelity MSCI Utilities Index ETF | 88.6 | 8 | 32 | 6.8 | +0.7 |
VPU | Vanguard Utilities Index Fund | 88.5 | 10 | 30 | 6.8 | +0.6 |
XLU | Utilities Select Sector SPDR Fund | 84.3 | 10 | 30 | 6.9 | +0.7 |
RSPU | Invesco S&P 500 Equal Weight Utilities ETF | 67.7 | 40 | 0 | 7.2 | +1.0 |
JXI | iShares Global Utilities ETF | 63.4 | 43 | -3 | 6.8 | +0.7 |
FXU | First Trust Utilities AlphaDEX Fund | 55.7 | 64 | -24 | 6.5 | +0.3 |
PUI | Invesco DWA Utilities Momentum ETF | 54.4 | 60 | -20 | 6.1 | -0.1 |
ECLN | First Trust EIP Carbon Impact ETF | 36.9 | 96 | -56 | 5.3 | -0.9 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 29.7 | 65 | -25 | 5.3 | -0.9 |
UTES | Virtus Reaves Utilities ETF | 29.4 | 49 | -9 | 6.4 | +0.2 |
EMLP | First Trust North American Energy Infrastructure Fund | 27.0 | 95 | -55 | 5.6 | -0.6 |
IGF | iShares Global Infrastructure ETF | 26.9 | 41 | -1 | 5.0 | -1.2 |
GII | SPDR S&P Global Infrastructure ETF | 26.8 | 40 | 0 | 5.1 | -1.1 |
GCLN | Goldman Sachs Bloomberg Clean Energy Equity ETF | 26.5 | 45 | -5 | 5.9 | -0.3 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd Idx | 25.1 | 35 | 5 | 8.9 | +2.8 |
TPHD | Timothy Plan High Dividend Stock ETF | 25.0 | 52 | -12 | 6.4 | +0.3 |
IFRA | iShares U.S. Infrastructure ETF | 24.9 | 30 | 10 | 6.5 | +0.4 |
DVY | iShares Select Dividend ETF | 23.7 | 38 | 2 | 9.4 | +3.2 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 22.1 | 25 | 15 | 6.2 | +0.1 |
SPLV | Invesco S&P 500 Low Volatility ETF | 21.2 | 25 | 15 | 6.0 | -0.1 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 21.1 | 60 | -20 | 6.1 | -0.0 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 20.5 | 27 | 13 | 9.4 | +3.3 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 17.7 | 47 | -7 | 5.6 | -0.6 |
VCLN | Virtus Duff & Phelps Clean Energy ETF | 17.2 | 59 | -19 | 3.8 | -2.4 |
IQRA | IQ CBRE Real Assets ETF | 16.3 | 65 | -25 | 5.8 | -0.3 |
GSFP | Goldman Sachs Future Planet Equity ETF | 15.5 | 75 | -35 | 4.7 | -1.5 |
GLIF | AGFiQ Global Infrastructure ETF | 15.5 | 45 | -5 | 5.2 | -0.9 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 15.3 | 30 | 10 | 10.5 | +4.4 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 15.0 | 47 | -7 | 5.8 | -0.4 |
KVLE | KFA Value Liner Dynamic Core Equity Index ETF | 15.0 | 56 | -16 | 5.7 | -0.5 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 14.6 | 59 | -19 | 8.9 | +2.7 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 14.5 | 75 | -35 | 4.7 | -1.4 |
RNWZ | TrueShares Eagle Global Renewable Energy Income ETF | 14.2 | 75 | -35 | 7.1 | +1.0 |
SPYD | SPDR S&P 500 High Dividend ETF | 14.2 | 7 | 33 | 10.5 | +4.3 |
DURA | VanEck Morningstar Durable Dividend ETF | 14.1 | 29 | 11 | 7.7 | +1.5 |
FVD | First Trust Value Line Dividend Index Fund | 13.6 | 65 | -25 | 6.2 | +0.0 |
FLDZ | RiverNorth Volition America Patriot ETF | 13.5 | 75 | -35 | 6.1 | -0.1 |
VOE | Vanguard Mid-Cap Value Index Fund | 12.9 | 7 | 33 | 8.1 | +1.9 |
DHS | WisdomTree U.S. High Dividend Fund | 11.9 | 38 | 2 | 9.8 | +3.6 |
FTWO | Strive FAANG 2.0 ETF | 11.7 | 49 | -9 | 5.2 | -0.9 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 11.5 | 85 | -45 | 5.4 | -0.8 |
RNEW | VanEck Green Infrastructure ETF | 11.3 | 45 | -5 | 0.0 | -6.2 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 11.3 | 6 | 34 | 8.3 | +2.1 |
LGLV | SPDR Russell 1000 Low Volatility ETF | 11.3 | 12 | 28 | 5.6 | -0.6 |
MAGA | Point Bridge GOP Stock Tracker ETF | 11.3 | 72 | -32 | 6.5 | +0.3 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 11.2 | 18 | 22 | 8.2 | +2.1 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 11.1 | 24 | 16 | 8.7 | +2.5 |
EVX | VanEck Environmental Services ETF | 10.6 | 55 | -15 | 3.5 | -2.6 |
CNRG | SPDR S&P Kensho Clean Power ETF | 10.4 | 45 | -5 | -2.3 | -8.4 |
USMV | iShares Edge MSCI Min Vol USA ETF | 10.3 | 15 | 25 | 6.1 | -0.1 |
TPLC | Timothy Plan US Large Cap Core ETF | 10.2 | 52 | -12 | 6.1 | -0.1 |
HDV | iShares Core High Dividend ETF | 10.1 | 8 | 32 | 8.8 | +2.7 |
NLR | VanEck Uranium+Nuclear Energy ETF | 9.9 | 61 | -21 | 4.3 | -1.9 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 9.9 | 39 | 1 | 12.1 | +6.0 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 9.8 | 39 | 1 | 8.9 | +2.7 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 9.8 | 65 | -25 | 9.8 | +3.6 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.7 | 20 | 20 | 10.8 | +4.6 |
SDY | SPDR S&P Dividend ETF | 9.5 | 35 | 5 | 6.9 | +0.8 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 9.4 | 70 | -30 | 5.4 | -0.7 |
FBCV | Fidelity Blue Chip Value ETF | 9.4 | 59 | -19 | 7.1 | +0.9 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 9.4 | 15 | 25 | 7.0 | +0.8 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 9.2 | 45 | -5 | 10.7 | +4.5 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 9.1 | 20 | 20 | 6.9 | +0.7 |
BECO | BlackRock Future Climate and Sustainable Economy ETF | 9.1 | 70 | -30 | 18.9 | +12.7 |
NETZ | Engine No 1 Transform Climate ETF | 9.0 | 75 | -35 | 3.8 | -2.3 |
SDOG | ALPS Sector Dividend Dogs ETF | 8.9 | 36 | 4 | 10.1 | +4.0 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 8.6 | 18 | 22 | 6.3 | +0.2 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 8.4 | 35 | 5 | 6.3 | +0.1 |
IWS | iShares Russell Mid-Cap Value ETF | 8.4 | 23 | 17 | 7.3 | +1.1 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 8.3 | 67 | -27 | 11.2 | +5.0 |
SMOG | VanEck Low Carbon Energy ETF | 8.2 | 61 | -21 | 3.0 | -3.1 |
ICAP | InfraCap Equity Income Fund ETF | 8.1 | 171 | -131 | 7.0 | +0.8 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 8.1 | 10 | 30 | 5.8 | -0.4 |
CZA | Invesco Zacks Mid-Cap ETF | 7.9 | 69 | -29 | 6.7 | +0.5 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 7.8 | 35 | 5 | 6.7 | +0.5 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 7.8 | 59 | -19 | 6.1 | -0.0 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 7.7 | 20 | 20 | 6.6 | +0.4 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 7.7 | 53 | -13 | 8.9 | +2.7 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 7.6 | 20 | 20 | 7.5 | +1.4 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 7.5 | 49 | -9 | 6.4 | +0.3 |
YPS | Arrow Reverse Cap 500 ETF | 7.2 | 29 | 11 | 7.2 | +1.1 |
QLV | FlexShares US Quality Low Volatility Index Fund | 7.2 | 22 | 18 | 5.2 | -1.0 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 7.2 | 20 | 20 | 8.3 | +2.2 |
VO | Vanguard Mid-Cap Index Fund | 7.2 | 4 | 36 | 6.4 | +0.3 |
VYM | Vanguard High Dividend Yield Index ETF | 7.0 | 6 | 34 | 7.8 | +1.6 |
BGIG | Bahl & Gaynor Income Growth ETF | 6.9 | 45 | -5 | 5.7 | -0.5 |
SSPY | Syntax Stratified LargeCap ETF | 6.8 | 30 | 10 | 7.0 | +0.8 |
DGRO | iShares Core Dividend Growth ETF | 6.8 | 8 | 32 | 7.0 | +0.9 |
BNE | Blue Horizon BNE ETF | 6.8 | 87 | -47 | 4.2 | -2.0 |
IMCB | iShares Morningstar Mid-Cap ETF | 6.7 | 4 | 36 | 6.3 | +0.2 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 6.7 | 4 | 36 | 6.3 | +0.2 |
DEW | WisdomTree Global High Dividend Fund | 6.7 | 58 | -18 | 9.2 | +3.0 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 6.6 | 60 | -20 | 5.9 | -0.2 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 6.5 | 54 | -14 | 6.7 | +0.6 |
RSP | Invesco S&P 500 Equal Weight ETF | 6.5 | 20 | 20 | 6.6 | +0.5 |
STXV | Strive 1000 Value ETF | 6.5 | 18 | 22 | 8.5 | +2.3 |
YALL | God Bless America ETF | 6.5 | 65 | -25 | 3.5 | -2.7 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 6.5 | 31 | 9 | 8.1 | +1.9 |
VSDA | VictoryShares Dividend Accelerator ETF | 6.4 | 35 | 5 | 6.6 | +0.5 |
UTRN | Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 6.4 | 75 | -35 | 6.8 | +0.6 |
CLNR | IQ Cleaner Transport ETF | 6.4 | 45 | -5 | 6.4 | +0.3 |
VRAI | Virtus Real Asset Income ETF | 6.4 | 55 | -15 | 9.2 | +3.1 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 6.3 | 60 | -20 | 5.4 | -0.8 |
DON | WisdomTree U.S. MidCap Dividend Fund | 6.3 | 38 | 2 | 9.1 | +3.0 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF | 6.2 | 38 | 2 | 9.4 | +3.2 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 6.1 | 80 | -40 | 5.6 | -0.5 |
IWR | iShares Russell Midcap ETF | 6.0 | 18 | 22 | 6.2 | +0.0 |
TXS | Texas Capital Texas Equity Index ETF | 6.0 | 49 | -9 | 5.6 | -0.5 |
CCSO | Carbon Collective Climate Solutions U.S. Equity ETF | 6.0 | 35 | 5 | 2.4 | -3.8 |
OCEN | IQ Clean Oceans ETF | 6.0 | 45 | -5 | 5.6 | -0.5 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 5.9 | 35 | 5 | 7.1 | +1.0 |
VTV | Vanguard Value Index Fund | 5.8 | 4 | 36 | 7.4 | +1.3 |
JHMM | John Hancock Multifactor Mid Cap ETF | 5.7 | 42 | -2 | 7.2 | +1.0 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 5.6 | 9 | 31 | 6.6 | +0.5 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 5.5 | 38 | 2 | 7.8 | +1.6 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 5.5 | 55 | -15 | 5.3 | -0.9 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 5.4 | 28 | 12 | 6.8 | +0.6 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.4 | 9 | 31 | 6.5 | +0.4 |
BMVP | Invesco Bloomberg MVP Multi-Factor ETF | 5.4 | 60 | -20 | 8.8 | +2.6 |
REVS | Columbia Research Enhanced Value ETF | 5.4 | 19 | 21 | 8.1 | +2.0 |
MDLV | Morgan Dempsey Large Cap Value ETF | 5.4 | 58 | -18 | 9.1 | +2.9 |
VONV | Vanguard Russell 1000 Value Index Fund | 5.3 | 8 | 32 | 7.2 | +1.0 |
IWD | iShares Russell 1000 Value ETF | 5.3 | 19 | 21 | 7.1 | +0.9 |
DTD | WisdomTree U.S.Total Dividend Fund | 5.3 | 28 | 12 | 7.2 | +1.0 |
SCHV | Schwab U.S. Large-Cap Value ETF | 5.2 | 4 | 36 | 7.1 | +0.9 |
FLV | American Century Focused Large Cap Value ETF | 5.2 | 42 | -2 | 6.5 | +0.4 |
SIZE | iShares MSCI USA Size Factor ETF | 5.1 | 15 | 25 | 6.4 | +0.2 |
VOOV | Vanguard S&P 500 Value ETF | 5.0 | 10 | 30 | 6.1 | -0.1 |
IVE | iShares S&P 500 Value ETF | 5.0 | 18 | 22 | 6.0 | -0.2 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 5.0 | 4 | 36 | 6.1 | -0.0 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 5.0 | 75 | -35 | 3.4 | -2.8 |
NULV | Nuveen ESG Large-Cap Value ETF | 4.9 | 26 | 14 | 7.4 | +1.2 |
ROUS | Hartford Multifactor US Equity ETF | 4.9 | 19 | 21 | 6.6 | +0.5 |
PZLD | Puzzle Divdend Leaders | 4.9 | 0 | 40 | 0.0 | -6.2 |
BKUS | BNY Mellon Sustainable US Equity ETF | 4.9 | 50 | -10 | 4.6 | -1.6 |
DRLL | Strive U.S. Energy ETF | 4.9 | 41 | -1 | 6.4 | +0.2 |
DIP | BTD Capital Fund | 4.8 | 129 | -89 | 6.2 | +0.1 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 4.8 | 15 | 25 | 5.9 | -0.2 |
IUSV | iShares Core S&P U.S. Value ETF | 4.8 | 4 | 36 | 6.3 | +0.1 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 4.7 | 15 | 25 | 7.1 | +0.9 |
ILCV | iShares Morningstar Value ETF | 4.6 | 4 | 36 | 7.3 | +1.1 |
PFM | Invesco Dividend Achievers ETF | 4.6 | 53 | -13 | 5.9 | -0.3 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 4.6 | 18 | 22 | 7.2 | +1.0 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 4.5 | 20 | 20 | 6.8 | +0.6 |
JAVA | JPMorgan Active Value ETF | 4.5 | 44 | -4 | 6.7 | +0.5 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 4.5 | 60 | -20 | 4.7 | -1.4 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 4.5 | 35 | 5 | 6.5 | +0.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 4.4 | 15 | 25 | 6.3 | +0.1 |
BIBL | Inspire ETF | 4.4 | 35 | 5 | 5.4 | -0.8 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.3 | 37 | 3 | 6.1 | -0.0 |
EFRA | iShares Environmental Infrastructure and Industrials ETF | 4.3 | 47 | -7 | 5.9 | -0.3 |
JEPI | JPMorgan Equity Premium Income ETF | 4.3 | 35 | 5 | 5.6 | -0.5 |
ACSI | American Customer Satisfaction Core Alpha ETF | 4.2 | 65 | -25 | 5.5 | -0.7 |
DIVY | Sound Equity Income ETF | 4.2 | 45 | -5 | 11.0 | +4.9 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.2 | 50 | -10 | 7.3 | +1.1 |
JHML | John Hancock Multifactor Large Cap ETF | 4.2 | 29 | 11 | 6.0 | -0.2 |
PRF | Invesco FTSE RAFI US 1000 ETF | 4.1 | 39 | 1 | 7.1 | +0.9 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 4.1 | 35 | 5 | 5.6 | -0.6 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 4.1 | 17 | 23 | 7.5 | +1.3 |
AHOY | Newday Ocean Health ETF | 4.1 | 75 | -35 | 5.6 | -0.6 |
TMDV | ProShares Russell US Dividend Growers ETF | 4.0 | 35 | 5 | 6.7 | +0.6 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 4.0 | 58 | -18 | 5.4 | -0.8 |
MGV | Vanguard Mega Cap Value ETF | 4.0 | 7 | 33 | 7.2 | +1.0 |
WKLY | SoFi Weekly Dividend ETF | 3.9 | 49 | -9 | 7.7 | +1.6 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 3.8 | 25 | 15 | 6.8 | +0.6 |
LVOL | American Century Low Volatility ETF | 3.8 | 29 | 11 | 5.3 | -0.9 |
QLC | FlexShares US Quality Large Cap Index Fund | 3.8 | 25 | 15 | 5.8 | -0.4 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.7 | 9 | 31 | 6.0 | -0.2 |
HAPY | Harbor Corporate Culture Leaders ETF | 3.7 | 50 | -10 | 3.8 | -2.4 |
DEIF | Sterling Capital Diverse Multi-Manager Active ETF | 3.7 | 65 | -25 | 4.9 | -1.2 |
FLLV | Franklin Liberty U.S. Low Volatility ETF | 3.7 | 29 | 11 | 6.0 | -0.2 |
CSD | Invesco S&P Spin-Off ETF | 3.7 | 65 | -25 | 7.5 | +1.4 |
FPX | First Trust US IPO Index Fund | 3.7 | 61 | -21 | -0.6 | -6.8 |
USMF | WisdomTree U.S. Multifactor Fund | 3.7 | 28 | 12 | 7.4 | +1.3 |
SOLR | SmartETFs Sustainable Energy II Fund | 3.7 | 79 | -39 | 5.4 | -0.7 |
CGUS | Capital Group Core Equity ETF | 3.7 | 33 | 7 | 5.2 | -1.0 |
NUDV | Nuveen ESG Dividend ETF | 3.7 | 26 | 14 | 7.5 | +1.4 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 3.7 | 60 | -20 | 7.4 | +1.3 |
IWX | iShares Russell Top 200 Value ETF | 3.6 | 20 | 20 | 7.0 | +0.8 |
MBCC | Monarch Blue Chips Core ETF | 3.5 | 125 | -85 | 3.0 | -3.1 |
FDLO | Fidelity Low Volatility Factor ETF | 3.5 | 29 | 11 | 5.4 | -0.7 |
RESP | WisdomTree US ESG Fund of Benef Interest | 3.4 | 28 | 12 | 6.2 | +0.0 |
LNGG | Roundhill Alerian LNG ETF | 3.4 | 65 | -25 | 8.8 | +2.6 |
VNSE | Natixis Vaughan Nelson Select ETF | 3.4 | 80 | -40 | 4.2 | -2.0 |
DVND | Touchstone Dividend Select ETF | 3.4 | 67 | -27 | 6.6 | +0.4 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 3.4 | 15 | 25 | 5.1 | -1.1 |
FNDX | Schwab Fundamental U.S. Large Co. Index ETF | 3.4 | 25 | 15 | 7.2 | +1.1 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 3.4 | 29 | 11 | 6.8 | +0.7 |
STXD | Strive 1000 Dividend Growth ETF | 3.4 | 35 | 5 | 5.7 | -0.4 |
QWLD | SPDR MSCI World StrategicFactors ETF | 3.3 | 30 | 10 | 6.1 | -0.1 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 3.3 | 13 | 27 | 5.9 | -0.3 |
SNPV | Xtrackers S&P ESG Value ETF | 3.3 | 15 | 25 | 6.2 | 0.0 |
BRNY | Burney U.S. Factor Rotation ETF | 3.3 | 79 | -39 | 6.3 | +0.1 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 3.2 | 15 | 25 | 11.0 | +4.8 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 3.2 | 14 | 26 | 5.6 | -0.6 |
FNDB | Schwab Fundamental U.S. Broad Market Index ETF | 3.2 | 25 | 15 | 7.2 | +1.0 |
CVAR | Cultivar ETF | 3.2 | 87 | -47 | 7.7 | +1.6 |
VIG | Vanguard Dividend Appreciation Index Fund | 3.2 | 6 | 34 | 5.9 | -0.3 |
VLU | SPDR S&P 1500 Value Tilt ETF | 3.2 | 12 | 28 | 7.7 | +1.6 |
EBLU | Ecofin Global Water ESG Fund | 3.2 | 40 | 0 | 4.2 | -1.9 |
CGW | Invesco S&P Global Water Index ETF | 3.2 | 57 | -17 | 4.6 | -1.6 |
PHO | Invesco Water Resources ETF | 3.2 | 60 | -20 | 4.8 | -1.3 |
FIW | First Trust Water ETF | 3.2 | 53 | -13 | 4.8 | -1.3 |
AQWA | Global X Clean Water ETF | 3.2 | 50 | -10 | 4.8 | -1.4 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 3.1 | 9 | 31 | 5.6 | -0.6 |
FAN | First Trust Global Wind Energy ETF | 3.1 | 60 | -20 | 6.6 | +0.5 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 3.1 | 15 | 25 | 6.9 | +0.7 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 3.1 | 17 | 23 | 6.9 | +0.7 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 3.1 | 15 | 25 | 6.9 | +0.7 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 3.0 | 20 | 20 | 7.4 | +1.3 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 3.0 | 9 | 31 | 5.3 | -0.9 |
XLI | Industrial Select Sector SPDR Fund | 3.0 | 10 | 30 | 5.2 | -0.9 |
GDEF | Goldman Sachs Defensive Equity ETF | 3.0 | 55 | -15 | 5.2 | -1.0 |
SCHM | Schwab U.S. Mid-Cap ETF | 3.0 | 4 | 36 | 6.8 | +0.6 |
DIVB | iShares Core Dividend | 3.0 | 5 | 35 | 8.4 | +2.2 |
OALC | OneAscent Large Cap Core ETF | 3.0 | 82 | -42 | 6.6 | +0.5 |
CGDV | Capital Group Dividend Value ETF | 3.0 | 33 | 7 | 6.0 | -0.2 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 3.0 | 7 | 33 | 5.6 | -0.6 |
CLRG | IQ Chaikin U.S. Large Cap ETF | 3.0 | 25 | 15 | 6.5 | +0.3 |
ADME | Aptus Drawdown Managed Equity ETF | 3.0 | 79 | -39 | 4.8 | -1.4 |
ROE | Astoria US Quality Kings ETF | 2.9 | 49 | -9 | 8.3 | +2.2 |
TPYP | Tortoise North American Pipeline Fund | 2.9 | 40 | 0 | 5.2 | -1.0 |
SFY | SoFi Select 500 ETF | 2.9 | 0 | 40 | 5.4 | -0.8 |
RWL | Invesco S&P 500 Revenue ETF | 2.9 | 39 | 1 | 7.1 | +0.9 |
HAP | VanEck Natural Resources ETF | 2.9 | 50 | -10 | 8.1 | +2.0 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 2.8 | 9 | 31 | 6.3 | +0.2 |
FIDU | Fidelity MSCI Industrials Index ETF | 2.8 | 8 | 32 | 5.2 | -1.0 |
RSPN | Invesco S&P 500 Equal Weight Industrials ETF | 2.8 | 40 | 0 | 4.4 | -1.8 |
FDIV | MarketDesk Focused U.S. Dividend ETF | 2.8 | 35 | 5 | 9.8 | +3.6 |
VDNI | V-Shares US Leadership Diversity ETF | 2.8 | 29 | 11 | 5.7 | -0.5 |
VIS | Vanguard Industrials Index Fund | 2.8 | 10 | 30 | 4.9 | -1.3 |
EQUL | IQ Engender Equality ETF | 2.8 | 45 | -5 | 6.6 | +0.4 |
VBR | Vanguard Small Cap Value Index Fund | 2.8 | 7 | 33 | 9.1 | +2.9 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.8 | 9 | 31 | 5.5 | -0.7 |
CBSE | Changebridge Capital Sustainable Equity ETF | 2.8 | 85 | -45 | 0.6 | -5.5 |
BLES | Inspire Global Hope Large Cap ETF | 2.8 | 61 | -21 | 6.4 | +0.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 2.8 | 49 | -9 | 5.4 | -0.8 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 2.8 | 8 | 32 | 6.1 | -0.0 |
AFLG | First Trust Active Factor Large Cap ETF | 2.8 | 55 | -15 | 6.5 | +0.3 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.8 | 29 | 11 | 5.4 | -0.8 |
GURU | Global X Guru Index ETF | 2.8 | 75 | -35 | 4.3 | -1.9 |
FCPI | Fidelity Stocks for Inflation ETF | 2.8 | 29 | 11 | 9.4 | +3.3 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.8 | 20 | 20 | 5.4 | -0.8 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.7 | 12 | 28 | 5.4 | -0.7 |
QDIV | Global X S&P 500 Quality Dividend ETF | 2.7 | 20 | 20 | 9.3 | +3.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 2.7 | 11 | 29 | 5.6 | -0.6 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 2.7 | 80 | -40 | 7.0 | +0.8 |
IVV | iShares Core S&P 500 ETF | 2.7 | 3 | 37 | 5.6 | -0.6 |
VOO | VANGUARD S&P 500 ETF | 2.7 | 3 | 37 | 5.6 | -0.6 |
SPY | SPDR S&P 500 ETF Trust | 2.7 | 9 | 31 | 5.5 | -0.6 |
DFAU | Dimensional US Core Equity Market ETF | 2.7 | 12 | 28 | 5.7 | -0.5 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.6 | 2 | 38 | 5.6 | -0.6 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 2.6 | 58 | -18 | 6.4 | +0.3 |
IVRA | Invesco Real Assets ESG ETF | 2.6 | 59 | -19 | 7.1 | +0.9 |
JHDV | John Hancock U.S. High Dividend ETF | 2.6 | 34 | 6 | 6.9 | +0.7 |
IWB | iShares Russell 1000 ETF | 2.6 | 15 | 25 | 5.4 | -0.8 |
VONE | Vanguard Russell 1000 ETF | 2.6 | 8 | 32 | 5.5 | -0.7 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.6 | 3 | 37 | 5.5 | -0.7 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.6 | 12 | 28 | 6.0 | -0.2 |
SHE | SPDR SSGA Gender Diversity Index ETF | 2.6 | 20 | 20 | 5.6 | -0.6 |
OUSM | ALPS O'Shares Russell Small Cap Quality Dividend ETF | 2.6 | 48 | -8 | 8.3 | +2.1 |
VV | Vanguard Large-Cap Index Fund | 2.6 | 4 | 36 | 5.5 | -0.7 |
SPTM | SPDR Portfolio Total Stock Market ETF | 2.6 | 3 | 37 | 5.8 | -0.4 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 2.6 | 48 | -8 | 6.5 | +0.3 |
PBUS | Invesco PureBeta MSCI USA ETF | 2.6 | 4 | 36 | 5.5 | -0.7 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.6 | 12 | 28 | 8.9 | +2.8 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.6 | 2 | 38 | 5.5 | -0.7 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 2.6 | 60 | -20 | 11.7 | +5.5 |
AVUS | Avantis U.S. Equity ETF | 2.6 | 15 | 25 | 6.4 | +0.3 |
IYY | iShares Dow Jones U.S. ETF | 2.6 | 20 | 20 | 5.3 | -0.8 |
APUE | ActivePassive U.S. Equity ETF | 2.6 | 33 | 7 | 5.4 | -0.7 |
USVT | US Value ETF | 2.5 | 49 | -9 | 12.1 | +5.9 |
STRV | Strive 500 ETF | 2.5 | 5 | 35 | 5.5 | -0.7 |
MDY | SPDR S&P Midcap 400 ETF Trust | 2.5 | 23 | 17 | 7.6 | +1.5 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.5 | 29 | 11 | 8.1 | +2.0 |
RNLC | Large Cap US Equity Select ETF | 2.5 | 60 | -20 | 6.6 | +0.4 |
DIV | Global X SuperDividend US ETF | 2.5 | 45 | -5 | 8.9 | +2.7 |
DFUS | Dimensional U.S. Equity ETF | 2.5 | 9 | 31 | 5.5 | -0.7 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 2.5 | 10 | 30 | 7.8 | +1.6 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 2.5 | 75 | -35 | 5.2 | -1.0 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.5 | 20 | 20 | 5.3 | -0.9 |
SFYX | Sofi Next 500 ETF | 2.5 | 0 | 40 | 6.1 | -0.1 |
VTI | Vanguard Total Stock Market Index Fund | 2.5 | 3 | 37 | 5.3 | -0.8 |
SCHX | Schwab U.S. Large-Cap ETF | 2.5 | 3 | 37 | 5.5 | -0.6 |
SPMD | SPDR Portfolio Mid Cap ETF | 2.5 | 3 | 37 | 7.8 | +1.7 |
IJH | iShares Core S&P Mid-Cap ETF | 2.5 | 5 | 35 | 7.8 | +1.6 |
IWV | iShares Russell 3000 ETF | 2.5 | 20 | 20 | 5.3 | -0.9 |
VTHR | Vanguard Russell 3000 Index Fund | 2.5 | 10 | 30 | 5.4 | -0.8 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.5 | 11 | 29 | 5.5 | -0.6 |
IUS | Invesco Strategic US ETF | 2.5 | 19 | 21 | 7.7 | +1.5 |
VOTE | Engine No. 1 Transform 500 ETF | 2.5 | 5 | 35 | 5.4 | -0.7 |
RECS | Columbia Research Enhanced Core ETF | 2.4 | 15 | 25 | 6.2 | -0.0 |
SCHK | Schwab 1000 Index ETF | 2.4 | 5 | 35 | 5.5 | -0.6 |
PAVE | Global X U.S. Infrastructure Development ETF | 2.4 | 47 | -7 | 6.4 | +0.3 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.4 | 3 | 37 | 5.4 | -0.7 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 2.4 | 70 | -30 | 12.0 | +5.8 |
VLUE | iShares MSCI USA Value Factor ETF | 2.4 | 15 | 25 | 11.4 | +5.2 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.4 | 59 | -19 | 8.0 | +1.8 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.4 | 7 | 33 | 5.5 | -0.7 |
PIO | Invesco Global Water ETF | 2.4 | 75 | -35 | 5.1 | -1.0 |
IWTR | iShares MSCI Water Management Multisector ETF | 2.4 | 47 | -7 | 5.6 | -0.6 |
FVAL | Fidelity Value Factor ETF | 2.4 | 29 | 11 | 7.7 | +1.6 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.4 | 50 | -10 | 8.8 | +2.7 |
SCHB | Schwab U.S. Broad Market ETF | 2.4 | 3 | 37 | 5.5 | -0.7 |
HAPI | Harbor Corporate Culture ETF | 2.4 | 36 | 4 | 5.1 | -1.1 |
EPS | WisdomTree U.S. Earnings 500 Fund | 2.3 | 8 | 32 | 6.8 | +0.6 |
FDMO | Fidelity Momentum Factor ETF | 2.3 | 29 | 11 | 4.1 | -2.0 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 2.3 | 25 | 15 | 7.1 | +1.0 |
HDUS | Hartford Disciplined US Equity ETF | 2.3 | 19 | 21 | 6.5 | +0.4 |
RVRB | Reverb ETF | 2.3 | 30 | 10 | 5.3 | -0.9 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.3 | 40 | 0 | 7.1 | +0.9 |
GRZZ | Grizzle Growth ETF | 2.3 | 75 | -35 | 5.2 | -0.9 |
SAMT | Strategas Macro Thematic Opportunities ETF | 2.3 | 65 | -25 | 3.6 | -2.5 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 2.2 | 6 | 34 | 4.5 | -1.6 |
TEMP | JPMorgan Climate Change Solutions ETF | 2.2 | 49 | -9 | 5.3 | -0.9 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 2.2 | 15 | 25 | 6.7 | +0.6 |
RFG | Invesco S&P Midcap 400 Pure Growth ETF | 2.2 | 35 | 5 | 7.9 | +1.8 |
TILT | Flexshares Morningstar US Market Factors Tilt Index Fund | 2.2 | 25 | 15 | 6.2 | +0.0 |
POWA | Invesco Bloomberg Pricing Power ETF | 2.2 | 55 | -15 | 5.6 | -0.6 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 2.2 | 36 | 4 | 6.7 | +0.5 |
RNMC | Mid Cap US Equity Select ETF | 2.2 | 60 | -20 | 8.9 | +2.7 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 2.1 | 39 | 1 | 9.3 | +3.2 |
FDWM | Fidelity Women's Leadership ETF | 2.1 | 59 | -19 | 5.7 | -0.4 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 2.1 | 24 | 16 | 8.5 | +2.4 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.1 | 52 | -12 | 8.3 | +2.1 |
ESGU | iShares MSCI USA ESG Optimized ETF | 2.1 | 15 | 25 | 5.4 | -0.8 |
FMIL | Fidelity New Millennium ETF | 2.1 | 59 | -19 | 4.4 | -1.8 |
NULC | Nuveen ESG Large-Cap ETF | 2.1 | 21 | 19 | 5.5 | -0.7 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 2.0 | 46 | -6 | 8.6 | +2.5 |
QDF | FlexShares Quality Dividend Index Fund | 2.0 | 37 | 3 | 6.2 | +0.1 |
MBOX | Freedom Day Dividend ETF | 2.0 | 39 | 1 | 8.5 | +2.4 |
VB | Vanguard Small-Cap ETF | 2.0 | 5 | 35 | 5.8 | -0.3 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 2.0 | 15 | 25 | 7.9 | +1.8 |
RPG | Invesco S&P 500 Pure Growth ETF | 2.0 | 35 | 5 | 7.6 | +1.4 |
ACVF | American Conservative Values ETF | 2.0 | 75 | -35 | 4.8 | -1.4 |
FLQM | Franklin LibertyQ U.S. Mid Cap Equity ETF | 1.9 | 30 | 10 | 8.4 | +2.3 |
FQAL | Fidelity Quality Factor ETF | 1.9 | 29 | 11 | 5.8 | -0.4 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.9 | 17 | 23 | 6.0 | -0.1 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.9 | 9 | 31 | 5.7 | -0.5 |
NTZG | Nuveen Global Net Zero Transition ETF | 1.9 | 55 | -15 | 5.1 | -1.0 |
SMDY | Syntax Stratified MidCap ETF | 1.9 | 35 | 5 | 7.5 | +1.4 |
AFMC | First Trust Active Factor Mid Cap ETF | 1.9 | 65 | -25 | 9.1 | +2.9 |
DARP | Grizzle Growth ETF | 1.8 | 75 | -35 | 5.2 | -1.0 |
RPV | Invesco S&P 500 Pure Value ETF | 1.8 | 35 | 5 | 11.4 | +5.3 |
JHSC | John Hancock Multifactor Small Cap ETF | 1.8 | 42 | -2 | 6.4 | +0.2 |
SMMD | iShares Russell 2500 ETF | 1.8 | 15 | 25 | 6.4 | +0.2 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 1.8 | 15 | 25 | 8.7 | +2.6 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.8 | 65 | -25 | 4.4 | -1.8 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 1.8 | 15 | 25 | 8.8 | +2.6 |
USVM | VictoryShares USAA MSCI USA Small Cap Value Momentum ETF | 1.8 | 25 | 15 | 9.3 | +3.1 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 1.8 | 18 | 22 | 8.8 | +2.6 |
WLDR | Affinity World Leaders Equity ETF | 1.8 | 67 | -27 | 8.7 | +2.6 |
TOK | iShares MSCI Kokusai ETF | 1.8 | 25 | 15 | 5.4 | -0.8 |
FLRG | Fidelity U.S. Multifactor ETF | 1.7 | 29 | 11 | 7.9 | +1.7 |
MGC | Vanguard Mega Cap Index Fund | 1.7 | 7 | 33 | 5.3 | -0.9 |
URTH | iShares MSCI World ETF | 1.7 | 24 | 16 | 5.5 | -0.7 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.7 | 75 | -35 | 4.1 | -2.1 |
SNPE | Xtrackers S&P 500 ESG ETF | 1.7 | 10 | 30 | 5.5 | -0.6 |
EXI | iShares Global Industrials ETF | 1.7 | 42 | -2 | 5.0 | -1.1 |
FPAG | FPA Global Equity ETF | 1.6 | 49 | -9 | 5.4 | -0.7 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.6 | 7 | 33 | 6.1 | -0.0 |
WCEO | Hypatia Women CEO ETF | 1.6 | 85 | -45 | 6.3 | +0.1 |
RFFC | RiverFront Dynamic US Flex-Cap ETF | 1.6 | 48 | -8 | 5.1 | -1.1 |
WTV | WisdomTree US Value Fund | 1.6 | 12 | 28 | 9.2 | +3.0 |
XVV | iShares ESG Screened S&P 500 ETF | 1.6 | 8 | 32 | 5.4 | -0.7 |
FSST | Fidelity Sustainability U.S. Equity ETF | 1.6 | 59 | -19 | 5.5 | -0.7 |
IWL | iShares Russell Top 200 ETF | 1.6 | 15 | 25 | 5.2 | -1.0 |
ACTV | LeaderShares Activist Leaders ETF | 1.5 | 75 | -35 | 9.2 | +3.0 |
STXK | Strive Small-Cap ETF | 1.5 | 18 | 22 | 5.7 | -0.4 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.5 | 15 | 25 | 8.3 | +2.2 |
SPDV | AAM S&P 500 High Dividend Value ETF | 1.5 | 29 | 11 | 11.5 | +5.3 |
QUAL | iShares MSCI Usa Quality Factor ETF | 1.5 | 15 | 25 | 6.1 | -0.0 |
PWV | Invesco Dynamic Large Cap Value ETF | 1.5 | 58 | -18 | 9.0 | +2.8 |
GDIV | Harbor Dividend Growth Leaders ETF | 1.5 | 50 | -10 | 6.2 | +0.0 |
FSMD | Fidelity Small-Mid Factor ETF | 1.5 | 29 | 11 | 7.9 | +1.7 |
ACWI | iShares MSCI ACWI ETF | 1.5 | 32 | 8 | 5.6 | -0.6 |
IQSU | IQ Candriam ESG US Equity ETF | 1.5 | 9 | 31 | 5.0 | -1.2 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 1.5 | 0 | 40 | 5.3 | -0.8 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.5 | 10 | 30 | 5.4 | -0.7 |
KOCG | FIS Knights of Columbus Global Belief ETF | 1.5 | 75 | -35 | 5.2 | -0.9 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 30 | 5.4 | -0.7 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 1.4 | 70 | -30 | 2.4 | -3.7 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 1.4 | 12 | 28 | 7.9 | +1.7 |
EZM | WisdomTree U.S. MidCap Earnings Fund | 1.4 | 38 | 2 | 10.5 | +4.4 |
GDVD | R3 Global Dividend Growth ETF | 1.4 | 88 | -48 | 6.0 | -0.2 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 1.3 | 10 | 30 | 5.9 | -0.3 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.3 | 9 | 31 | 5.7 | -0.5 |
HLGE | Hartford Longevity Economy ETF | 1.3 | 44 | -4 | 7.0 | +0.8 |
VT | Vanguard Total World Stock ETF | 1.3 | 7 | 33 | 5.1 | -1.0 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 1.3 | 49 | -9 | 5.6 | -0.6 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 1.3 | 25 | 15 | 6.2 | +0.0 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 1.2 | 4 | 36 | 6.2 | +0.1 |
DFLV | Dimensional US Large Cap Value ETF | 1.2 | 22 | 18 | 8.6 | +2.5 |
QQQ | Invesco QQQ Trust | 1.2 | 20 | 20 | 5.1 | -1.1 |
QQQM | Invesco NASDAQ 100 ETF | 1.2 | 15 | 25 | 5.1 | -1.0 |
SPMO | Invesco S&P 500 Momentum ETF | 1.2 | 13 | 27 | 4.6 | -1.6 |
DGT | SPDR Global Dow ETF | 1.2 | 50 | -10 | 6.4 | +0.3 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 1.2 | 60 | -20 | 7.8 | +1.7 |
GVIP | Goldman Sachs Hedge Industry VIP ETF | 1.2 | 45 | -5 | 4.1 | -2.0 |
PDP | Invesco DWA Momentum ETF | 1.2 | 62 | -22 | 3.9 | -2.2 |
OEF | iShares S&P 100 ETF | 1.2 | 20 | 20 | 5.2 | -1.0 |
VUSE | Vident Core US Equity Fund | 1.2 | 50 | -10 | 5.9 | -0.3 |
FNDA | Schwab Fundamental U.S. Small Co. Index ETF | 1.1 | 25 | 15 | 7.0 | +0.9 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.1 | 12 | 28 | 4.9 | -1.3 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.1 | 10 | 30 | 5.0 | -1.2 |
SMOT | VanEck Morningstar SMID Moat ETF | 1.1 | 49 | -9 | 7.8 | +1.6 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.1 | 90 | -50 | 8.6 | +2.5 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 1.1 | 10 | 30 | 5.0 | -1.2 |
GLRY | Inspire Faithward Mid Cap Momentum ESG ETF | 1.1 | 80 | -40 | 7.2 | +1.1 |
BTHM | BlackRock Future U.S. Themes ETF | 1.1 | 60 | -20 | 5.0 | -1.2 |
VXF | Vanguard Extended Market Index Fund | 1.1 | 6 | 34 | 4.0 | -2.2 |
IQSM | IQ Candriam ESG U.S. Mid Cap Equity ETF | 1.0 | 15 | 25 | 6.8 | +0.6 |
QQQN | VictoryShares Nasdaq Next 50 ETF | 1.0 | 18 | 22 | 3.6 | -2.6 |
ISCV | iShares Morningstar Small Cap Value ETF | 1.0 | 6 | 34 | 8.5 | +2.4 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 1.0 | 75 | -35 | 7.5 | +1.3 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.0 | 59 | -19 | 3.5 | -2.7 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 1.0 | 15 | 25 | 5.7 | -0.5 |
KRMA | Global X Conscious Companies ETF | 1.0 | 43 | -3 | 5.8 | -0.3 |
DSI | iShares MSCI KLD 400 Social ETF | 1.0 | 25 | 15 | 5.5 | -0.7 |
FOVL | iShares Focused Value Factor ETF | 1.0 | 25 | 15 | 11.2 | +5.0 |
HKND | Humankind US Stock ETF | 0.9 | 11 | 29 | 6.8 | +0.6 |
ISCB | iShares Morningstar Small-Cap ETF | 0.9 | 4 | 36 | 5.3 | -0.9 |
GSPY | Gotham Enhanced 500 ETF | 0.9 | 50 | -10 | 5.8 | -0.4 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 0.9 | 59 | -19 | 3.6 | -2.6 |
PRAY | FIS Biblically Responsible Risk Managed ETF | 0.9 | 69 | -29 | 6.1 | -0.1 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 0.9 | 28 | 12 | 6.1 | -0.1 |
NUSC | Nuveen ESG Small-Cap ETF | 0.9 | 31 | 9 | 5.7 | -0.4 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.9 | 63 | -23 | 2.7 | -3.5 |
IUSG | iShares Core S&P US Growth ETF | 0.9 | 4 | 36 | 5.7 | -0.5 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.9 | 60 | -20 | 7.4 | +1.2 |
VBK | Vanguard Small-Cap Growth Index Fund | 0.9 | 7 | 33 | 1.3 | -4.9 |
ILCG | iShares Morningstar Growth ETF | 0.9 | 4 | 36 | 4.3 | -1.8 |
CGGR | Capital Group Growth ETF | 0.9 | 39 | 1 | 3.7 | -2.5 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.8 | 6 | 34 | 2.0 | -4.1 |
TMFC | Motley Fool 100 Index ETF | 0.8 | 50 | -10 | 4.1 | -2.0 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 0.8 | 29 | 11 | 7.1 | +0.9 |
PY | Principal Shareholder Yield Index ETF | 0.8 | 15 | 25 | 7.8 | +1.7 |
STXG | Strive 1000 Growth ETF | 0.8 | 18 | 22 | 4.4 | -1.7 |
SUSA | iShares MSCI USA ESG Select ETF | 0.8 | 25 | 15 | 5.5 | -0.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 0.8 | 12 | 28 | 5.4 | -0.8 |
MTUM | iShares MSCI USA Momentum Factor ETF | 0.8 | 15 | 25 | 4.9 | -1.3 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 0.8 | 12 | 28 | 5.1 | -1.1 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 0.8 | 21 | 19 | 4.0 | -2.1 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.8 | 75 | -35 | 6.5 | +0.3 |
SMLF | iShares Edge MSCI Multifactor USA Small-Cap ETF | 0.8 | 15 | 25 | 6.0 | -0.2 |
PRN | Invesco DWA Industrials Momentum ETF | 0.8 | 60 | -20 | 5.4 | -0.8 |
FIXT | Procure Disaster Recovery Strategy ETF | 0.8 | 75 | -35 | 5.2 | -1.0 |
XMMO | Invesco S&P MidCap Momentum ETF | 0.8 | 33 | 7 | 6.8 | +0.7 |
RSHO | Tema American Reshoring ETF | 0.8 | 75 | -35 | 3.1 | -3.1 |
AIRR | First Trust RBA American Industrial Renaissance ETF | 0.8 | 70 | -30 | 5.9 | -0.3 |
PKW | Invesco Buyback Achievers ETF | 0.8 | 64 | -24 | 8.0 | +1.8 |
IVW | iShares S&P 500 Growth ETF | 0.8 | 18 | 22 | 5.5 | -0.7 |
VOOG | Vanguard S&P 500 Growth ETF | 0.8 | 10 | 30 | 5.6 | -0.6 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.8 | 4 | 36 | 5.7 | -0.5 |
GINN | Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF | 0.7 | 50 | -10 | 3.2 | -2.9 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 0.7 | 50 | -10 | 5.1 | -1.0 |
VMAT | V-Shares MSCI World ESG Materiality and Carbon Transition ET | 0.7 | 39 | 1 | 5.1 | -1.1 |
ESML | iShares MSCI USA Small-Cap ESG Optimized ETF | 0.7 | 17 | 23 | 5.8 | -0.4 |
DFAS | Dimensional U.S. Small Cap ETF | 0.7 | 26 | 14 | 6.4 | +0.3 |
SZNE | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 0.7 | 60 | -20 | 7.2 | +1.0 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.7 | 75 | -35 | 4.3 | -1.9 |
USXF | iShares ESG Advanced MSCI USA ETF | 0.7 | 10 | 30 | 5.4 | -0.8 |
RAFE | PIMCO RAFI ESG U.S. ETF | 0.7 | 29 | 11 | 7.5 | +1.3 |
SCHA | Schwab U.S. Small-Cap ETF | 0.7 | 4 | 36 | 5.2 | -1.0 |
DFSU | Dimensional US Sustainability Core 1 ETF | 0.7 | 18 | 22 | 6.0 | -0.2 |
VOT | Vanguard Mid-Cap Growth Index Fund | 0.7 | 7 | 33 | 4.7 | -1.4 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 0.7 | 20 | 20 | 5.8 | -0.3 |
MVPS | Amplify Thematic All-Stars ETF | 0.6 | 49 | -9 | 2.0 | -4.2 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 0.6 | 81 | -41 | 3.9 | -2.3 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.6 | 60 | -20 | 4.7 | -1.4 |
ICLN | iShares Global Clean Energy ETF | 0.6 | 41 | -1 | 4.2 | -1.9 |
ETHO | Etho Climate Leadership U.S. ETF | 0.6 | 47 | -7 | 5.0 | -1.2 |
ISMD | Inspire Small/Mid Cap Impact ETF | 0.6 | 54 | -14 | 6.3 | +0.2 |
XLG | Invesco S&P 500 Top 50 ETF | 0.5 | 20 | 20 | 4.9 | -1.3 |
GVLU | Gotham 1000 Value ETF | 0.5 | 50 | -10 | 9.1 | +2.9 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.5 | 15 | 25 | 5.2 | -0.9 |
BFOR | Barron's 400 ETF | 0.5 | 65 | -25 | 8.0 | +1.8 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.5 | 30 | 10 | 9.5 | +3.3 |
TRFM | AAM Transformers ETF | 0.5 | 49 | -9 | 1.4 | -4.8 |
DFUV | Dimensional US Marketwide Value ETF | 0.5 | 22 | 18 | 8.2 | +2.1 |
DUHP | Dimensional US High Profitability ETF | 0.5 | 21 | 19 | 7.6 | +1.4 |
AVLV | Avantis U.S. Large Cap Value ETF | 0.5 | 15 | 25 | 8.2 | +2.0 |
ESGV | Vanguard ESG U.S. Stock ETF | 0.5 | 9 | 31 | 5.3 | -0.9 |
SMMV | iShares Edge MSCI Min Vol USA Small-Cap ETF | 0.5 | 20 | 20 | 5.5 | -0.7 |
GPAL | Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca | 0.4 | 20 | 20 | 6.2 | +0.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.4 | 35 | 5 | 10.6 | +4.5 |
DFSV | Dimensional US Small Cap Value ETF | 0.4 | 31 | 9 | 9.3 | +3.1 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 0.4 | 29 | 11 | 5.9 | -0.3 |
FCG | First Trust Natural Gas ETF | 0.4 | 60 | -20 | 9.3 | +3.2 |
PXE | Invesco Dynamic Energy Exploration & Production ETF | 0.4 | 63 | -23 | 13.0 | +6.9 |
RNRG | Global X Renewable Energy Producers ETF | 0.4 | 66 | -26 | 4.8 | -1.3 |
ACES | ALPS Clean Energy ETF | 0.4 | 55 | -15 | -4.4 | -10.6 |
FRNW | Fidelity Clean Energy ETF | 0.4 | 39 | 1 | 4.5 | -1.6 |
TAN | Invesco Solar ETF | 0.4 | 69 | -29 | 6.8 | +0.7 |
QCLN | First Trust Nasdaq Clean Edge Green Energy Index Fund | 0.4 | 58 | -18 | -1.4 | -7.6 |
SCHD | Schwab U.S. Dividend Equity ETF | 0.4 | 6 | 34 | 8.9 | +2.7 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.4 | 23 | 17 | 3.9 | -2.2 |
ESGG | FlexShares STOXX Global ESG Impact Index Fund | 0.4 | 42 | -2 | 5.4 | -0.8 |
KOMP | SPDR Kensho New Economies Composite ETF | 0.3 | 20 | 20 | -0.5 | -6.7 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.3 | 12 | 28 | 8.2 | +2.0 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 0.3 | 32 | 8 | 5.3 | -0.9 |
IWF | iShares Russell 1000 Growth ETF | 0.3 | 19 | 21 | 4.9 | -1.3 |
VONG | Vanguard Russell 1000 Growth Index Fund | 0.3 | 8 | 32 | 5.0 | -1.2 |
IWY | iShares Russell Top 200 Growth ETF | 0.3 | 20 | 20 | 5.1 | -1.1 |
SQEW | LeaderShares Equity Skew ETF | 0.3 | 75 | -35 | 4.9 | -1.2 |
HLAL | Wahed FTSE USA Shariah ETF | 0.3 | 50 | -10 | 5.1 | -1.1 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.3 | 49 | -9 | 4.9 | -1.3 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.3 | 28 | 12 | 8.8 | +2.7 |
QQMG | Invesco ESG NASDAQ 100 ETF | 0.3 | 20 | 20 | 5.3 | -0.9 |
GLOF | iShares Global Equity Factor ETF | 0.3 | 20 | 20 | 7.2 | +1.0 |
RAYS | Global X Solar ETF | 0.2 | 51 | -11 | 5.2 | -1.0 |
ERTH | Invesco MSCI Sustainable Future ETF | 0.2 | 56 | -16 | 3.8 | -2.3 |
ENRG | SoFi Smart Energy ETF | 0.2 | 59 | -19 | -2.5 | -8.7 |
PBD | Invesco Global Clean Energy ETF | 0.2 | 75 | -35 | -1.6 | -7.8 |
PBW | Invesco WilderHill Clean Energy ETF | 0.2 | 61 | -21 | -13.0 | -19.2 |
VFMO | Vanguard U.S. Momentum Factor ETF | 0.2 | 13 | 27 | 2.7 | -3.5 |
VEGN | US Vegan Climate ETF | 0.2 | 60 | -20 | 4.8 | -1.3 |
ITAN | Sparkline Intangible Value ETF | 0.2 | 50 | -10 | 6.5 | +0.3 |
WBIY | WBI Power Factor High Dividend ETF | 0.2 | 100 | -60 | 12.5 | +6.3 |
COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | 0.2 | 49 | -9 | 5.2 | -1.0 |
RNSC | Small Cap US Equity Select ETF | 0.2 | 60 | -20 | 8.8 | +2.6 |
TPSC | Timothy Plan US Small Cap Core ETF | 0.2 | 52 | -12 | 8.4 | +2.2 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 0.2 | 73 | -33 | 15.1 | +8.9 |
CSA | VictoryShares US Small Cap Volatility Weighted Index ETF | 0.2 | 35 | 5 | 8.1 | +1.9 |
CSB | VictoryShares US Small Cap High Dividend Volatility Wtd Idx | 0.2 | 35 | 5 | 10.0 | +3.8 |
VSLU | Applied Finance Valuation Large Cap ETF | 0.2 | 49 | -9 | 6.4 | +0.2 |
VIRS | Pacer BioThreat Strategy ETF | 0.2 | 70 | -30 | 6.7 | +0.5 |
CSML | IQ Chaikin U.S. Small Cap ETF | 0.1 | 35 | 5 | 5.8 | -0.4 |
COWZ | Pacer US Cash Cows 100 ETF | 0.1 | 49 | -9 | 11.4 | +5.2 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.1 | 61 | -21 | 8.8 | +2.7 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 0.1 | 19 | 21 | 6.8 | +0.7 |
XT | iShares Exponential Technologies ETF | 0.1 | 46 | -6 | 3.5 | -2.7 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.1 | 39 | 1 | 4.3 | -1.9 |
TEQI | T. Rowe Price Equity Income ETF | 0.1 | 54 | -14 | 4.8 | -1.3 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde | 0.1 | 58 | -18 | 4.9 | -1.3 |
CSF | VictoryShares US Discovery Enhanced Volatility Weighted Idx | 0.1 | 42 | -2 | 8.5 | +2.4 |
AUSF | Global X Adaptive U.S. Factor ETF | 0.1 | 27 | 13 | 5.9 | -0.3 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.0 | 25 | 15 | 5.6 | -0.6 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.0 | 4 | 36 | 4.5 | -1.7 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | -10 | 5.9 | -0.3 |
FBCG | Fidelity Blue Chip Growth ETF | 0.0 | 59 | -19 | 2.4 | -3.8 |
DBAW | Xtrackers MSCI All World ex US Hedged Equity ETF | 0.0 | 41 | -1 | 6.6 | +0.4 |
TGRW | T. Rowe Price Growth Stock ETF | 0.0 | 52 | -12 | 5.2 | -1.0 |
DFAX | Dimensional World ex U.S. Core Equity 2 ETF | 0.0 | 30 | 10 | 7.5 | +1.4 |
TCHP | T. Rowe Price Blue Chip Growth ETF | 0.0 | 57 | -17 | 5.1 | -1.1 |
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
2018 | 2019 | 2020 | 2021 | 2022 | 2023E | 2024E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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VALUATION METRICS
2022 | 2023E | 2024E | |
---|---|---|---|
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: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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