iShares U.S. Utilities ETF
ALTAR
Score™		 4.4% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 20.7x P/Sales
ratio		 2.9x
P/BV
ratio		 2.6x Div.
yield		 2.8%


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

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,635
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 44
Wgt avg mkt cap (mns) $65,172
Large cap (>$10bn) 96.8%
Mid cap ($2-10bn) 3.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
NEXTERA ENERGY GROUP 11.7 %
SOUTHERN CO 6.4 %
DUKE ENERGY CORP 6.1 %
CONSTELLATION ENERGY CORPORATION 5.3 %
WASTE MANAGEMENT INC 5.1 %
AMERICAN ELECTRIC POWER 4.4 %
SEMPRA ENERGY 3.9 %
DOMINION RESOURCES INC/VA 3.3 %
VISTRA ENERGY CORP. 3.1 %
ENTERGY CORP 3.1 %
Total 52.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.6 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
7.7% 17.1% 10.5% 9.4% 8.1%

Market Correlations
versus... Beta R-squared
S&P500 0.37 22%
MSCI EAFE 0.46 29%
MSCI Emg. Mkts. 0.31 17%

Technical Indicators
Recent close $113.54
30d moving avg. $116.73
Annualized volatility 14.3%
Short interest (ETF) 1.0%
Short interest (Underlying) 1.4%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 237
Turnover 1.7%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $5,132

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 653 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™: 4.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IDU
Ticker Fund
Name		 Overlap1
vs IDU
(%)		 Expense
ratio
(bp)		 Savings
vs IDU
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IDU
(%)
FUTY Fidelity MSCI Utilities Index ETF 88.6 8 32 4.9 +0.5
XLU Utilities Select Sector SPDR 86.7 8 32 4.8 +0.4
RSPU Invesco S&P 500 Equal Weight Utilities ETF 68.5 40 0 5.0 +0.7
JXI iShares Global Utilities ETF 61.4 43 -3 5.0 +0.6
FXU First Trust Utilities AlphaDEX Fund 57.8 64 -24 5.3 +0.9
ZAP Global X U.S. Electrification ETF 49.8 50 -10 3.4 -1.0
PUI Invesco Dorsey Wright Utilities Momentum ETF 48.7 60 -20 4.3 -0.0
POWR iShares U.S. Power Infrastructure ETF 47.5 40 0 3.9 -0.5
FPWR First Trust EIP Power Solutions ETF 43.5 96 -56 4.4 +0.0
IFRA iShares U.S. Infrastructure ETF 37.6 30 10 5.6 +1.2
UTES Virtus Reaves Utilities ETF 36.8 49 -9 3.7 -0.7
EMLP First Trust North American Energy Infrastructure Fund 34.8 95 -55 4.7 +0.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 29.0 65 -25 3.8 -0.5
EIPI FT Energy Income Partners Enhanced Income ETF 28.9 110 -70 5.4 +1.0
ALTL Pacer Lunt Large Cap Alternator ETF 28.3 60 -20 4.9 +0.6
GII SPDR S&P Global Infrastructure ETF 25.3 40 0 4.2 -0.2
IGF iShares Global Infrastructure ETF 25.2 41 -1 4.2 -0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 24.7 25 15 4.9 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 23.8 25 15 5.0 +0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 23.5 35 5 7.0 +2.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 23.4 38 2 7.0 +2.6
TPHD Timothy Plan High Dividend Stock ETF 23.0 52 -12 6.0 +1.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.4 27 13 6.6 +2.2
DVY iShares Select Dividend ETF 22.4 38 2 8.2 +3.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 21.1 49 -9 5.1 +0.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 20.6 54 -14 5.8 +1.5
EIPX FT Energy Income Partners Strategy ETF 19.8 95 -55 5.9 +1.5
VOLT Tema Electrification ETF 19.7 75 -35 2.4 -2.0
POW VistaShares Electrification Supercycle ETF 17.7 75 -35 2.0 -2.4
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 17.5 46 -6 5.1 +0.7
URAN Themes Uranium & Nuclear ETF 17.3 35 5 0.8 -3.6
RNWZ TrueShares Eagle Global Renewable Energy Income ETF 17.0 75 -35 5.9 +1.5
DIVG Invesco S&P 500 High Dividend Growers ETF 16.7 39 1 7.5 +3.1
IQRA IQ CBRE Real Assets ETF 16.4 65 -25 5.8 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 16.2 47 -7 4.9 +0.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 15.6 70 -30 4.7 +0.4
SDY State Street SPDR S&P Dividend ETF 15.0 35 5 6.2 +1.8
SPVM Invesco S&P 500 Value with Momentum ETF 14.5 39 1 6.5 +2.1
NUKZ Range Nuclear Renaissance Index ETF 14.4 85 -45 1.2 -3.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 13.6 12 28 5.6 +1.2
FLDZ RiverNorth Patriot ETF 13.0 75 -35 5.6 +1.2
AIPO Defiance AI & Power Infrastructure ETF 13.0 69 -29 0.8 -3.6
FVD First Trust Value Line Dividend Index Fund 12.9 65 -25 5.7 +1.4
SIXL ETC 6 Meridian Low Beta Equity ETF 12.1 80 -40 5.9 +1.5
VOE Vanguard Mid-Cap Value ETF 12.0 7 33 6.8 +2.5
DIVZ TrueShares Low Volatility Equity Income ETF 11.8 65 -25 6.0 +1.7
FTA First Trust Large Cap Value AlphaDEX Fund 11.8 59 -19 7.7 +3.3
MDLV Morgan Dempsey Large Cap Value ETF 11.7 58 -18 6.0 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.7 30 10 8.9 +4.6
MAGA Point Bridge America First ETF 11.5 72 -32 5.2 +0.8
ONEY State Street SPDR Russell 1000 Yield Focus ETF 11.4 20 20 8.8 +4.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 11.3 52 -12 4.9 +0.5
TNUK Tortoise Nuclear Renaissance ETF 10.9 75 -35 0.6 -3.7
USMV iShares MSCI USA Min Vol Factor ETF 10.6 15 25 5.3 +0.9
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 10.5 7 33 10.4 +6.0
IMCV iShares Morningstar Mid-Cap Value ETF 10.5 6 34 7.1 +2.7
NLR VanEck Uranium+Nuclear Energy ETF 10.2 61 -21 1.3 -3.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 10.2 18 22 6.8 +2.5
QQLV Invesco QQQ Low Volatility ETF 10.2 25 15 4.3 -0.1
ASLV Allspring Special Large Value ETF 10.1 35 5 5.2 +0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 10.1 58 -18 4.9 +0.6
ICAP InfraCap Equity Income Fund ETF 10.1 171 -131 4.3 -0.1
TCAI Tortoise AI Infrastructure ETF 9.7 65 -25 1.4 -3.0
ULVM VictoryShares US Value Momentum ETF 9.5 20 20 6.3 +1.9
BDIV AAM Brentview Dividend Growth ETF 9.5 49 -9 3.7 -0.7
HDV iShares Core High Dividend ETF 9.3 8 32 6.1 +1.7
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 9.3 20 20 7.4 +3.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.1 24 16 7.1 +2.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 8.9 15 25 6.2 +1.9
EQAL Invesco Russell 1000 Equal Weight ETF 8.9 20 20 6.0 +1.7
DHS WisdomTree U.S. High Dividend Fund 8.9 38 2 8.2 +3.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 8.9 15 25 6.4 +2.1
VO Vanguard Mid-Cap ETF 8.8 4 36 21.3 +16.9
CFA VictoryShares US 500 Volatility Wtd ETF 8.7 35 5 5.3 +0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.7 40 0 5.3 +0.9
EVX VanEck Environmental Services ETF 8.6 55 -15 4.0 -0.4
FDVV Fidelity High Dividend ETF 8.5 15 25 6.8 +2.4
SDOG ALPS Sector Dividend Dogs ETF 8.1 36 4 8.5 +4.1
BGIG Bahl & Gaynor Income Growth ETF 8.1 45 -5 4.5 +0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.1 39 1 9.9 +5.5
ACWV iShares MSCI Global Min Vol Factor ETF 8.1 20 20 5.7 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 8.0 59 -19 5.1 +0.7
SMOG VanEck Low Carbon Energy ETF 7.8 61 -21 1.1 -3.2
CBSE Clough Select Equity ETF 7.8 85 -45 0.4 -4.0
BGDV Bahl & Gaynor Dividend ETF 7.7 45 -5 3.9 -0.4
CCSO Carbon Collective Climate Solutions US Equity ETF 7.6 35 5 0.9 -3.5
DEUS Xtrackers Russell US Multifactor ETF 7.4 17 23 6.5 +2.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -20 4.1 -0.3
IWS iShares Russell Mid-Cap Value ETF 7.4 23 17 6.1 +1.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.3 18 22 5.2 +0.8
XOEF iShares S&P 500 ex S&P 100 ETF 7.2 20 20 4.7 +0.3
DGRO iShares Core Dividend Growth ETF 7.2 8 32 5.6 +1.3
NETZ TCW Transform Systems ETF 7.2 75 -35 1.4 -3.0
NUMV Nuveen ESG Mid-Cap Value ETF 7.1 31 9 5.7 +1.3
SAMT Strategas Macro Thematic Opportunities ETF 7.0 65 -25 2.3 -2.1
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 36 5.3 +1.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.0 40 0 5.4 +1.0
DURA VanEck Durable High Dividend ETF 7.0 29 11 6.5 +2.2
VRAI Virtus Real Asset Income ETF 6.9 55 -15 8.4 +4.1
STXV Strive 1000 Value ETF 6.8 18 22 7.0 +2.6
TRFM AAM Transformers ETF 6.8 49 -9 1.0 -3.3
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 20 5.9 +1.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.7 29 11 6.6 +2.2
AUSF Global X Adaptive U.S. Factor ETF 6.6 27 13 8.0 +3.7
SSPY Syntax Stratified LargeCap ETF 6.6 30 10 6.1 +1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 6.5 67 -27 8.6 +4.3
NUDV Nuveen ESG Dividend ETF 6.5 26 14 6.2 +1.8
CLNR IQ Cleaner Transport ETF 6.5 45 -5 3.9 -0.5
CZA Invesco Zacks Mid-Cap ETF 6.4 72 -32 5.9 +1.6
UDI USCF Dividend Income Fund 6.4 65 -25 6.7 +2.4
QLV FlexShares US Quality Low Volatility Index Fund 6.4 22 18 5.1 +0.7
IWR iShares Russell Midcap ETF 6.4 19 21 5.4 +1.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 6.4 20 20 4.2 -0.2
QUVU Hartford Quality Value ETF 6.4 46 -6 5.7 +1.3
DEW WisdomTree Global High Dividend Fund 6.4 58 -18 7.4 +3.0
VFMV Vanguard U.S. Minimum Volatility ETF 6.4 13 27 5.7 +1.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 6.4 38 2 5.2 +0.9
VYM Vanguard High Dividend Yield Index ETF 6.3 6 34 6.1 +1.7
PEY Invesco High Yield Equity Dividend Achievers ETF 6.3 52 -12 9.1 +4.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 6.2 20 20 6.1 +1.8
YALL God Bless America ETF 6.2 65 -25 4.1 -0.3
IVRA Invesco Real Assets ESG ETF 6.2 59 -19 6.2 +1.8
PRXV Praxis Impact Large Cap Value ETF 6.1 36 4 5.7 +1.4
SIZE iShares MSCI USA Size Factor ETF 6.1 15 25 5.5 +1.2
OCEN IQ Clean Oceans ETF 6.1 45 -5 4.5 +0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.1 9 31 5.2 +0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 6.1 28 12 5.5 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 6.0 9 31 5.5 +1.2
FDL First Trust Morningstar Dividend Leaders Index Fund 6.0 45 -5 9.1 +4.7
FPX First Trust US Equity Opportunities ETF 6.0 61 -21 0.8 -3.5
SPDV AAM S&P 500 High Dividend Value ETF 5.9 29 11 11.1 +6.7
CNRG State Street SPDR S&P Kensho Clean Power ETF 5.9 45 -5 -0.0 -4.4
VTV Vanguard Value ETF 5.9 4 36 6.0 +1.6
DTD WisdomTree U.S. Total Dividend Fund 5.8 28 12 5.7 +1.4
FMKT The Free Markets ETF 5.8 76 -36 4.0 -0.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 5.7 60 -20 5.2 +0.9
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 5.7 55 -15 4.8 +0.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 5.7 55 -15 9.1 +4.7
FUNL CornerCap Fundametrics Large-Cap ETF 5.7 50 -10 6.2 +1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 5.7 65 -25 5.0 +0.7
MID American Century Mid Cap Growth Impact ETF 5.7 45 -5 2.9 -1.5
PTL Inspire 500 ETF 5.6 9 31 4.4 +0.0
AVMC Avantis U.S. Mid Cap Equity ETF 5.6 18 22 6.0 +1.6
RPG Invesco S&P 500 Pure Growth ETF 5.6 35 5 2.7 -1.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.5 35 5 5.4 +1.0
TXS Texas Capital Texas Equity Index ETF 5.4 49 -9 5.0 +0.6
YLDE ClearBridge Dividend Strategy ESG ETF 5.4 60 -20 5.1 +0.8
VCLN Virtus Duff & Phelps Clean Energy ETF 5.4 59 -19 2.4 -1.9
DIVL Madison Dividend Value ETF 5.3 65 -25 4.8 +0.4
FLV American Century Focused Large Cap Value ETF 5.3 42 -2 6.1 +1.7
CSD Invesco S&P Spin-Off ETF 5.3 65 -25 3.7 -0.7
FTWO Strive FAANG 2.0 ETF 5.3 49 -9 3.7 -0.6
BIBL Inspire 100 ETF 5.3 35 5 4.2 -0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 5.3 4 36 5.7 +1.4
IVE iShares S&P 500 Value ETF 5.3 18 22 5.6 +1.3
VOOV Vanguard S&P 500 Value ETF 5.2 7 33 5.7 +1.4
JHMM John Hancock Multifactor Mid Cap ETF 5.2 42 -2 5.4 +1.1
SCHV Schwab U.S. Large-Cap Value ETF 5.2 4 36 5.8 +1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.2 65 -25 4.8 +0.4
SPMV Invesco S&P 500 Minimum Variance ETF 5.2 10 30 5.2 +0.8
GPT Intelligent Alpha Atlas ETF 5.1 69 -29 6.0 +1.7
IUSV iShares Core S&P US Value ETF 5.1 4 36 5.9 +1.5
ZECP Zacks Earnings Consistent Portfolio ETF 5.1 55 -15 4.1 -0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 5.0 80 -40 5.6 +1.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.9 20 20 5.8 +1.4
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 4.8 59 -19 3.0 -1.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.7 15 25 5.1 +0.7
IWD iShares Russell 1000 Value ETF 4.7 19 21 5.5 +1.2
MODL VictoryShares WestEnd U.S. Sector ETF 4.7 42 -2 4.1 -0.3
VONV Vanguard Russell 1000 Value ETF 4.7 7 33 5.6 +1.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 4.7 19 21 4.9 +0.5
ACSI American Customer Satisfaction ETF 4.6 65 -25 4.7 +0.4
JEPI JPMorgan Equity Premium Income ETF 4.5 35 5 4.9 +0.5
PFM Invesco Dividend Achievers ETF 4.5 53 -13 4.7 +0.3
TEXN iShares Texas Equity ETF 4.4 20 20 5.2 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.4 15 25 8.3 +3.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.4 12 28 5.6 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 4.3 38 2 8.1 +3.7
REVS Columbia Research Enhanced Value ETF 4.3 19 21 6.8 +2.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 4.3 60 -20 4.7 +0.3
AFLG First Trust Active Factor Large Cap ETF 4.3 55 -15 5.0 +0.7
JAVA JPMorgan Active Value ETF 4.3 44 -4 5.6 +1.2
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 4.2 79 -39 3.8 -0.6
BLCV iShares Large Cap Value Active ETF 4.2 53 -13 6.5 +2.1
ROUS Hartford Multifactor US Equity ETF 4.2 19 21 5.5 +1.1
NBDS Neuberger Berman Disrupters ETF 4.2 55 -15 0.8 -3.6
ILCV iShares Morningstar Value ETF 4.2 4 36 5.4 +1.1
RFFC ALPS Active Equity Opportunity ETF 4.2 48 -8 3.7 -0.7
EQIN Columbia US Equity Income ETF 4.2 35 5 6.2 +1.8
HAP VanEck Natural Resources ETF 4.1 50 -10 6.5 +2.2
JHML John Hancock Multifactor Large Cap ETF 4.1 29 11 4.5 +0.2
DVGR DAC 3D Dividend Growth ETF 4.1 65 -25 4.6 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 4.1 65 -25 3.6 -0.8
FELV Fidelity Enhanced Large Cap Value ETF 4.0 18 22 5.8 +1.4
LOWV AB US Low Volatility Equity ETF 4.0 48 -8 4.3 -0.1
FMDE Fidelity Enhanced Mid Cap ETF 4.0 23 17 5.4 +1.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 3.6 -0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 3.9 35 5 4.5 +0.1
VOT Vanguard Mid-Cap Growth ETF 3.9 7 33 3.1 -1.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.9 18 22 5.7 +1.4
BESF Bastion Energy ETF 3.9 80 -40 9.0 +4.7
SPMO Invesco S&P 500 Momentum ETF 3.8 13 27 3.3 -1.1
CSTK Invesco Comstock Contrarian Equity ETF 3.8 35 5 6.0 +1.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 3.8 60 -20 6.4 +2.0
FCPI Fidelity Stocks for Inflation ETF 3.8 15 25 5.8 +1.5
PRF Invesco FTSE RAFI US 1000 ETF 3.8 34 6 5.8 +1.4
GVIP Goldman Sachs Hedge Industry VIP ETF 3.8 45 -5 2.4 -1.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.8 9 31 4.9 +0.5
RPV Invesco S&P 500 Pure Value ETF 3.7 35 5 9.0 +4.7
VBR Vanguard Small Cap Value ETF 3.7 7 33 7.9 +3.5
TPYP Tortoise North American Pipeline Fund 3.7 40 0 5.0 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 3.7 49 -9 3.9 -0.5
VSDA VictoryShares Dividend Accelerator ETF 3.7 35 5 6.5 +2.1
JGLO JPMorgan Global Select Equity ETF 3.7 33 7 4.3 -0.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 3.6 12 28 6.3 +1.9
TMDV ProShares Russell US Dividend Growers ETF 3.6 35 5 6.3 +1.9
MBOX Freedom Day Dividend ETF 3.6 39 1 7.0 +2.6
INCE Franklin Income Equity Focus ETF 3.6 29 11 5.3 +0.9
QLC FlexShares US Quality Large Cap Index Fund 3.6 25 15 4.6 +0.2
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 5 4.1 -0.2
PAVE Global X U.S. Infrastructure Development ETF 3.5 47 -7 4.2 -0.2
JHDV John Hancock U.S. High Dividend ETF 3.5 34 6 6.1 +1.7
FNDX Schwab Fundamental US Large Co. Index ETF 3.5 25 15 6.4 +2.0
USMF WisdomTree U.S. Multifactor Fund 3.5 28 12 6.5 +2.2
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 14 5.3 +0.9
VUSV Vanguard Wellington U.S. Value Active ETF 3.5 30 10 5.8 +1.4
IWX iShares Russell Top 200 Value ETF 3.4 20 20 5.2 +0.8
DIVE Dana Concentrated Dividend ETF 3.4 65 -25 6.8 +2.5
TBG TBG Dividend Focus ETF 3.4 59 -19 6.4 +2.0
VIG Vanguard Dividend Appreciation ETF 3.4 5 35 5.0 +0.6
SPHB Invesco S&P 500 High Beta ETF 3.4 25 15 3.8 -0.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.4 79 -39 4.1 -0.2
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 5.2 +0.8
DSPY Tema S&P 500 Historical Weight ETF 3.3 18 22 4.5 +0.1
JGRW Jensen Quality Growth ETF 3.3 57 -17 4.0 -0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 34 3.4 -0.9
RJDI RJ Eagle GCM Dividend Select Income ETF 3.3 55 -15 4.4 +0.1
MGV Vanguard Mega Cap Value ETF 3.3 7 33 5.6 +1.3
FNDB Schwab Fundamental US Broad Market Index ETF 3.3 25 15 6.3 +2.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.3 25 15 4.2 -0.2
GDIV Harbor Dividend Growth Leaders ETF 3.3 50 -10 4.0 -0.4
FAN First Trust Global Wind Energy ETF 3.3 60 -20 2.6 -1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 5.4 +1.1
TOPC iShares S&P 500 3% Capped ETF 3.3 15 25 4.4 +0.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.2 75 -35 2.0 -2.3
DGLO First Trust RBA Deglobalization ETF 3.2 70 -30 5.4 +1.1
EFRA iShares Environmental Infrastructure and Industrials ETF 3.2 47 -7 4.8 +0.5
RGEF Rockefeller Global Equity ETF 3.1 55 -15 3.9 -0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.1 60 -20 4.3 -0.1
EQWL Invesco S&P 100 Equal Weight ETF 3.1 25 15 5.6 +1.2
FDLO Fidelity Low Volatility Factor ETF 3.0 15 25 4.8 +0.5
IWP iShares Russell Mid-Cap Growth ETF 3.0 23 17 2.8 -1.5
WBIY WBI Power Factor High Dividend ETF 3.0 100 -60 12.3 +8.0
SCHM Schwab U.S. Mid-Cap ETF 3.0 4 36 5.9 +1.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.9 20 20 5.6 +1.3
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.9 39 1 3.8 -0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.9 11 29 4.4 +0.0
DVND Touchstone Dividend Select ETF 2.9 67 -27 5.3 +1.0
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -30 0.9 -3.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.9 8 32 4.4 +0.0
TIME Clockwise Core Equity & Innovation ETF 2.9 95 -55 2.1 -2.2
SPXN ProShares S&P 500 Ex-Financials ETF 2.9 9 31 4.1 -0.3
SAMM Strategas Macro Momentum ETF 2.8 66 -26 3.6 -0.8
PWV Invesco Large Cap Value ETF 2.8 55 -15 6.4 +2.0
RWL Invesco S&P 500 Revenue ETF 2.8 39 1 5.9 +1.5
RAUS RACWI US ETF 2.8 15 25 4.2 -0.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.8 29 11 4.0 -0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.8 56 -16 7.0 +2.6
XMLV Invesco S&P MidCap Low Volatility ETF 2.8 25 15 6.8 +2.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.8 20 20 4.0 -0.3
BLES Inspire Global Hope ETF 2.8 61 -21 5.7 +1.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.8 80 -40 6.8 +2.4
DFAU Dimensional US Core Equity Market ETF 2.8 12 28 4.4 -0.0
CGDG Capital Group Dividend Growers ETF 2.8 47 -7 5.2 +0.8
ACVF American Conservative Values ETF 2.8 75 -35 3.7 -0.6
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.7 20 20 4.6 +0.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 2.7 5 35 7.6 +3.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.7 9 31 4.0 -0.4
EZM WisdomTree U.S. MidCap Fund 2.7 38 2 8.0 +3.6
VOO Vanguard S&P 500 ETF 2.7 3 37 4.3 -0.1
SPY SPDR S&P 500 ETF 2.7 9 31 4.2 -0.2
IVV iShares Core S&P 500 ETF 2.7 3 37 4.3 -0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 2.7 2 38 4.3 -0.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 2.7 15 25 7.9 +3.5
IJJ iShares S&P Mid-Cap 400 Value ETF 2.7 18 22 7.9 +3.5
CHRI Global X S&P 500 Christian Values ETF 2.7 29 11 4.0 -0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.7 35 5 4.9 +0.6
ROE Astoria US Quality Kings ETF 2.7 49 -9 5.4 +1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 4.2 -0.1
DFUS Dimensional U.S. Equity ETF 2.7 9 31 4.1 -0.2
DCOR Dimensional US Core Equity 1 ETF 2.7 14 26 4.6 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 4.4 +0.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.6 10 30 8.0 +3.6
IWB iShares Russell 1000 ETF 2.6 15 25 4.2 -0.2
STRV Strive 500 ETF 2.6 5 35 4.2 -0.2
STXD Strive 1000 Dividend Growth ETF 2.6 35 5 4.4 +0.0
GXLC Global X U.S. 500 ETF 2.6 2 38 4.1 -0.2
VONE Vanguard Russell 1000 ETF 2.6 7 33 4.3 -0.1
ILCB iShares Morningstar U.S. Equity ETF 2.6 3 37 4.2 -0.2
IYY iShares Dow Jones U.S. ETF 2.6 20 20 4.1 -0.2
SNPV Xtrackers S&P 500 Value ESG ETF 2.6 15 25 5.6 +1.2
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -39 3.4 -1.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 2.6 85 -45 4.0 -0.3
VV Vanguard Large-Cap ETF 2.6 4 36 4.2 -0.2
GINX SGI Enhanced Global Income ETF 2.6 98 -58 6.8 +2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.6 60 -20 9.6 +5.3
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.6 3 37 4.4 +0.1
AFOS ARS Focused Opportunities Strategy ETF 2.6 45 -5 2.0 -2.3
STOX Horizon Core Equity ETF 2.6 70 -30 3.6 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.6 18 22 4.0 -0.4
PBUS Invesco MSCI USA ETF 2.6 4 36 4.3 -0.1
SFTY Horizon Managed Risk ETF 2.6 77 -37 3.5 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 4.4 +0.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.5 50 -10 8.5 +4.1
ESGG FlexShares STOXX Global ESG Select Index Fund 2.5 42 -2 4.2 -0.1
RVRB Reverb ETF 2.5 30 10 4.0 -0.3
VTI Vanguard Total Stock Market ETF 2.5 3 37 4.2 -0.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 5.5 +1.2
IWV iShares Russell 3000 ETF 2.5 20 20 4.1 -0.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.1 -0.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.5 3 37 4.2 -0.2
VTHR Vanguard Russell 3000 ETF 2.5 7 33 4.2 -0.2
SCHX Schwab U.S. Large-Cap ETF 2.5 3 37 4.3 -0.0
RSPN Invesco S&P 500 Equal Weight Industrials ETF 2.5 40 0 4.4 +0.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 2.5 60 -20 4.7 +0.4
CGDV Capital Group Dividend Value ETF 2.5 33 7 4.0 -0.4
LRGF iShares U.S. Equity Factor ETF 2.5 8 32 4.7 +0.3
AVUS Avantis U.S. Equity ETF 2.5 15 25 4.8 +0.5
DIVB iShares Core Dividend ETF 2.5 5 35 7.4 +3.1
SCHK Schwab 1000 Index ETF 2.5 5 35 4.3 -0.1
AGQI First Trust Active Global Quality Income ETF 2.5 85 -45 6.6 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.1 +0.8
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 7.1 +2.7
OALC OneAscent Large Cap Core ETF 2.4 86 -46 3.5 -0.9
XLI Industrial Select Sector SPDR 2.4 8 32 3.6 -0.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.4 35 5 5.7 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.2 -0.2
SCHB Schwab U.S. Broad Market ETF 2.4 3 37 4.3 -0.1
JPEF JPMorgan Equity Focus ETF 2.4 50 -10 3.8 -0.6
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.4 30 10 4.1 -0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 29 4.2 -0.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 3.5 -0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 4.3 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.4 2 38 4.2 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.2 -0.2
FIDU Fidelity MSCI Industrial Index ETF 2.4 8 32 3.6 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 2.3 36 4 4.1 -0.3
VOTE TCW Transform 500 ETF 2.3 5 35 4.2 -0.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.3 40 0 6.7 +2.4
SWP SWP Growth & Income ETF 2.3 99 -59 4.1 -0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.3 30 10 3.8 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -35 4.8 +0.5
EBLU Ecofin Global Water ESG Fund 2.3 40 0 4.3 -0.0
CGW Invesco S&P Global Water Index ETF 2.3 57 -17 4.3 -0.0
PHO Invesco Water Resources ETF 2.3 60 -20 4.7 +0.4
FTRI First Trust Indxx Global Natural Resources Income ETF 2.3 70 -30 6.1 +1.8
AQWA Global X Clean Water ETF 2.3 50 -10 4.7 +0.4
TBLU Tortoise Global Water ESG ETF 2.3 40 0 4.3 -0.1
VB Vanguard Small-Cap ETF 2.3 5 35 5.2 +0.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.3 12 28 3.6 -0.8
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.3 +1.0
ESGU iShares ESG Aware MSCI USA ETF 2.2 15 25 4.2 -0.1
STXM Strive Mid-Cap ETF 2.2 18 22 5.7 +1.4
SMOT VanEck Morningstar SMID Moat ETF 2.2 49 -9 6.5 +2.1
CZAR Themes Natural Monopoly ETF 2.2 35 5 5.3 +0.9
VIS Vanguard Industrials ETF 2.2 9 31 3.6 -0.8
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -19 1.8 -2.5
VLUE iShares MSCI USA Value Factor ETF 2.2 15 25 7.4 +3.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 25 3.0 -1.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -35 2.1 -2.2
GURU Global X Guru Index ETF 2.2 75 -35 2.4 -2.0
SFY SoFi Select 500 ETF 2.2 0 40 3.8 -0.6
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 8.7 +4.3
FNK First Trust Mid Cap Value AlphaDEX Fund 2.2 70 -30 9.6 +5.2
DIV Global X SuperDividend US ETF 2.2 45 -5 9.7 +5.4
EPS WisdomTree U.S. LargeCap Fund 2.2 8 32 4.8 +0.4
BFOR ALPS Barron's 400 ETF 2.2 65 -25 4.9 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 5.0 +0.6
XMMO Invesco S&P MidCap Momentum ETF 2.1 34 6 3.4 -1.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.0 -0.4
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 25 5.9 +1.5
PRAY FIS Christian Stock Fund 2.1 69 -29 3.9 -0.5
GEW Cambria Global EW ETF 2.1 29 11 5.4 +1.0
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 23 4.7 +0.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -12 5.3 +0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 4.3 -0.1
SRHQ SRH U.S. Quality ETF 2.1 35 5 6.2 +1.9
CGUS Capital Group Core Equity ETF 2.1 33 7 3.6 -0.8
APUE ActivePassive U.S. Equity ETF 2.0 45 -5 4.0 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 30 3.7 -0.7
FVAL Fidelity Value Factor ETF 2.0 15 25 6.0 +1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 2.0 80 -40 3.6 -0.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.0 52 -12 4.9 +0.6
COWS Amplify Cash Flow Dividend Leaders ETF 2.0 0 40 7.5 +3.1
SMRI Bushido Capital US Equity ETF 2.0 71 -31 8.1 +3.7
ISCV iShares Morningstar Small Cap Value ETF 2.0 6 34 7.8 +3.5
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.0 48 -8 7.8 +3.4
TOK iShares MSCI Kokusai ETF 2.0 26 14 4.3 -0.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 2.0 35 5 8.8 +4.4
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 2.0 10 30 3.7 -0.7
SGLC SGI U.S. Large Cap Core ETF 2.0 85 -45 3.7 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.9 23 17 5.9 +1.5
RCGE RockCreek Global Equality ETF 1.9 95 -55 6.0 +1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.9 4 36 5.6 +1.2
CHGX AXS Change Finance ESG ETF 1.9 49 -9 4.6 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 5.7 +1.4
DAK Dakota Active Equity ETF 1.9 43 -3 3.8 -0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.9 15 25 6.1 +1.7
FQAL Fidelity Quality Factor ETF 1.9 15 25 4.8 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.9 38 2 3.9 -0.5
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.9 3 37 6.1 +1.7
IJH iShares Core S&P Mid-Cap ETF 1.9 5 35 6.1 +1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 25 4.1 -0.3
URTH iShares MSCI World ETF 1.9 24 16 4.4 +0.0
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.7 +0.3
ARTY iShares Future AI & Tech ETF 1.8 47 -7 2.7 -1.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 10 7.5 +3.1
FDMO Fidelity Momentum Factor ETF 1.8 15 25 2.5 -1.9
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.8 45 -5 4.3 -0.1
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.8 46 -6 7.4 +3.0
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -8 3.8 -0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.8 7 33 6.1 +1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 4.5 +0.1
USEW Cambria US EW ETF 1.8 30 10 4.2 -0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 15 7.8 +3.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 6.8 +2.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.8 7 33 5.3 +1.0
PY Principal Value ETF 1.8 15 25 7.1 +2.7
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 6.0 +1.6
WLDR Affinity World Leaders Equity ETF 1.7 67 -27 6.3 +1.9
VFLO VictoryShares Free Cash Flow ETF 1.7 39 1 7.8 +3.4
TPSC Timothy Plan US Small Cap Core ETF 1.7 52 -12 6.5 +2.2
MTUM iShares MSCI USA Momentum Factor ETF 1.7 15 25 2.5 -1.8
GOP Unusual Whales Subversive Republican Trading ETF 1.7 50 -10 4.4 -0.0
DUHP Dimensional US High Profitability ETF 1.7 21 19 5.2 +0.8
IWL iShares Russell Top 200 ETF 1.7 15 25 3.9 -0.4
ACWI iShares MSCI ACWI ETF 1.6 32 8 4.7 +0.4
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.2 -0.2
ABIG Argent Large Cap ETF 1.6 49 -9 4.3 -0.0
EBI Longview Advantage ETF 1.6 35 5 6.0 +1.6
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.6 20 20 0.8 -3.6
HDUS Hartford Disciplined US Equity ETF 1.6 19 21 4.8 +0.4
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 4.0 -0.4
SMMD iShares Russell 2500 ETF 1.6 15 25 5.6 +1.2
SMOX Horizon Small/Mid Cap Core Equity ETF 1.6 75 -35 5.3 +0.9
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 28 7.9 +3.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.6 75 -35 3.2 -1.1
TOLL Tema Durable Quality ETF 1.6 75 -35 4.0 -0.4
PIO Invesco Global Water ETF 1.6 75 -35 4.1 -0.3
CWS AdvisorShares Focused Equity ETF 1.6 84 -44 4.7 +0.3
FIW First Trust Water ETF 1.6 53 -13 4.8 +0.5
GKAT Scharf Global Opportunity ETF 1.6 57 -17 5.8 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.6 60 -20 6.2 +1.8
CVAR Cultivar ETF 1.6 87 -47 7.0 +2.6
DIVY Sound Equity Dividend Income ETF 1.6 45 -5 8.2 +3.8
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.4 +1.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.0 +1.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.5 60 -20 6.2 +1.8
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 -25 7.1 +2.7
QDF FlexShares Quality Dividend Index Fund 1.5 37 3 5.4 +1.1
VT Vanguard Total World Stock ETF 1.5 6 34 5.1 +0.7
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 4.4 -0.0
SGRT SMART Earnings Growth 30 ETF 1.5 59 -19 2.5 -1.9
PKW Invesco Buyback Achievers ETF 1.5 62 -22 7.2 +2.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.5 9 31 4.4 +0.0
FBCV Fidelity Blue Chip Value ETF 1.5 59 -19 5.9 +1.6
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 3.4 -1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 25 5.0 +0.6
WDIV SPDR S&P Global Dividend ETF 1.4 40 0 9.2 +4.8
QQQ Invesco QQQ Trust Series I 1.4 20 20 3.3 -1.1
DGT State Street SPDR Global Dow ETF 1.4 50 -10 5.8 +1.4
QQQM Invesco NASDAQ 100 ETF 1.4 15 25 3.4 -1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.4 43 -3 4.9 +0.5
SPHQ Invesco S&P 500 Quality ETF 1.4 15 25 4.7 +0.3
FLRG Fidelity U.S. Multifactor ETF 1.4 15 25 5.8 +1.5
SUSA iShares MSCI USA ESG Select ETF 1.4 25 15 4.1 -0.3
MGC Vanguard Mega Cap ETF 1.4 7 33 4.0 -0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 4.9 +0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.3 32 8 4.1 -0.3
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 25 6.5 +2.2
EXI iShares Global Industrials ETF 1.3 42 -2 3.6 -0.8
YNOT Horizon Digital Frontier ETF 1.3 75 -35 2.5 -1.8
IUS Invesco RAFI Strategic US ETF 1.3 19 21 5.8 +1.4
PWB Invesco Large Cap Growth ETF 1.3 56 -16 2.0 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.3 10 30 4.3 -0.1
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 5.6 +1.2
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.5 +0.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 6.5 +2.1
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -36 3.2 -1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -20 6.8 +2.4
FELC Fidelity Enhanced Large Cap Core ETF 1.2 18 22 4.4 +0.1
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 3.7 -0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 5.9 +1.6
KRMA Global X Conscious Companies ETF 1.2 43 -3 5.2 +0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 1.2 39 1 7.5 +3.2
NIXT Research Affiliates Deletions ETF 1.2 9 31 6.5 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.3 -0.1
ENHU iShares Enhanced Large Cap Core Active ETF 1.1 22 18 4.2 -0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -24 1.3 -3.1
STXG Strive 1000 Growth ETF 1.1 18 22 3.2 -1.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 34 2.7 -1.6
FFND Future Fund Active ETF 1.1 100 -60 4.3 -0.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.1 17 23 5.0 +0.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.1 15 25 4.6 +0.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 28 4.4 +0.1
KOCG FIS Knights of Columbus Global Belief ETF 1.1 75 -35 4.4 +0.0
KLMT Invesco MSCI Global Climate 500 ETF 1.1 10 30 5.0 +0.7
SNPE Xtrackers S&P 500 ESG ETF 1.0 10 30 4.4 +0.0
SRVR Pacer Data & Infrastructure Real Estate ETF 1.0 55 -15 3.6 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 4.1 -0.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.0 15 25 4.1 -0.3
TAX Cambria Tax Aware ETF 1.0 49 -9 4.1 -0.3
AGIX KraneShares Artificial Intelligence and Technology ETF 1.0 99 -59 1.3 -3.1
DFVX Dimensional US Large Cap Vector ETF 1.0 22 18 5.3 +0.9
OSCV Opus Small Cap Value ETF 1.0 79 -39 5.7 +1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.3 -0.1
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 1 7.6 +3.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.0 35 5 6.3 +2.0
VSLU Applied Finance Valuation Large Cap ETF 1.0 49 -9 4.8 +0.5
MNZL Manzil Russell Halal USA Broad MarketETF 1.0 40 0 3.9 -0.4
DSI iShares MSCI KLD 400 Social ETF 1.0 25 15 4.2 -0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 10 30 4.1 -0.2
RWK Invesco S&P MidCap 400 Revenue ETF 1.0 39 1 7.8 +3.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.2 +1.8
OEF iShares S&P 100 ETF 1.0 20 20 3.9 -0.5
ILCG iShares Morningstar Growth ETF 1.0 4 36 3.0 -1.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 25 5.1 +0.7
FSST Fidelity Sustainable U.S. Equity ETF 0.9 59 -19 3.4 -1.0
WSML iShares MSCI World Small-Cap ETF 0.9 15 25 5.4 +1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 5 4.5 +0.1
RNSC Furst Trust Small Cap US Equity Select ETF 0.9 60 -20 4.5 +0.1
AIRR First Trust RBA American Industrial Renaissance ETF 0.9 70 -30 3.4 -0.9
FSGS First Trust SMID Growth Strength ETF 0.9 60 -20 4.8 +0.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -35 4.0 -0.3
FMTM MarketDesk Focused U.S. Momentum ETF 0.9 45 -5 4.8 +0.4
CCFE Concourse Capital Focused Equity ETF 0.9 95 -55 2.6 -1.7
VUSG Vanguard Wellington U.S. Growth Active ETF 0.9 35 5 2.4 -2.0
RAFE PIMCO RAFI ESG U.S. ETF 0.9 29 11 6.4 +2.0
OPTZ Optimize Strategy Index ETF 0.9 50 -10 3.7 -0.7
GSPY Gotham Enhanced 500 ETF 0.9 50 -10 4.5 +0.1
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -40 3.7 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 +0.4
FDWM Fidelity Women's Leadership ETF 0.9 59 -19 3.7 -0.6
VXF Vanguard Extended Market ETF 0.9 5 35 3.8 -0.6
WCEO Hypatia Women CEO ETF 0.9 85 -45 4.7 +0.4
TMFC Motley Fool 100 Index ETF 0.9 50 -10 3.0 -1.4
QGRO American Century U.S. Quality Growth ETF 0.8 29 11 3.8 -0.5
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 4.4 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 22 4.7 +0.3
AVUQ Avantis U.S. Quality ETF 0.8 15 25 3.5 -0.8
GQI Natixis Gateway Quality Income ETF 0.7 34 6 4.5 +0.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 19 2.9 -1.5
DXUV Dimensional US Vector Equity ETF 0.7 28 12 5.3 +0.9
USXF iShares ESG Advanced MSCI USA ETF 0.7 10 30 3.9 -0.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.7 25 15 6.1 +1.8
INRO iShares U.S. Industry Rotation Active ETF 0.7 42 -2 3.6 -0.8
OEI Optimized Equity Income ETF 0.7 75 -35 3.5 -0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.4 -1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 -5 3.7 -0.7
AIEQ AI Powered Equity ETF 0.7 75 -35 3.7 -0.6
NANC Unusual Whales Subversive Democratic Trading ETF 0.6 75 -35 3.0 -1.4
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -12 3.8 -0.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.6 60 -20 4.8 +0.4
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 3.5 -0.9
IWF iShares Russell 1000 Growth ETF 0.6 19 21 3.4 -1.0
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.6 29 11 3.6 -0.8
XSMO Invesco S&P SmallCap Momentum ETF 0.6 39 1 3.6 -0.8
IJR iShares Core S&P Small Cap ETF 0.6 6 34 6.4 +2.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.6 3 37 6.4 +2.1
VIOO Vanguard S&P Small-Cap 600 ETF 0.6 7 33 6.2 +1.9
PXE Invesco Energy Exploration & Production ETF 0.5 60 -20 11.7 +7.4
AESR Anfield U.S. Equity Sector Rotation ETF 0.5 108 -68 2.9 -1.4
FCG First Trust Natural Gas ETF 0.5 60 -20 13.4 +9.1
LNGX Global X U.S. Natural Gas ETF 0.5 45 -5 9.9 +5.6
BOUT Innovator IBD Breakout Opportunities ETF 0.5 81 -41 3.0 -1.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.5 48 -8 5.6 +1.2
THRO iShares U.S. Thematic Rotation Active ETF 0.5 90 -50 3.2 -1.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.5 35 5 11.4 +7.1
ABEQ Absolute Select Value ETF 0.5 85 -45 4.4 0.0
NUSC Nuveen ESG Small-Cap ETF 0.5 31 9 4.9 +0.6
VAMO Cambria Value & Momentum ETF 0.5 61 -21 5.2 +0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 25 6.3 +1.9
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.5 30 10 13.5 +9.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 7.5 +3.1
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -34 7.6 +3.3
IUSG iShares Core S&P U.S. Growth ETF 0.5 4 36 3.1 -1.2
AKAF The Frontier Economic Fund 0.5 20 20 5.1 +0.7
DIVN Horizon Dividend Income ETF 0.5 70 -30 6.6 +2.3
FELG Fidelity Enhanced Large Cap Growth ETF 0.5 18 22 3.3 -1.1
DFLV Dimensional US Large Cap Value ETF 0.4 22 18 6.3 +1.9
VOOG Vanguard S&P 500 Growth ETF 0.4 7 33 18.7 +14.3
IVW iShares S&P 500 Growth ETF 0.4 18 22 3.0 -1.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.4 4 36 3.1 -1.3
ETHO Etho Climate Leadership U.S. ETF 0.4 47 -7 4.3 -0.0
VBK Vanguard Small-Cap Growth ETF 0.4 7 33 1.3 -3.1
ESGV Vanguard ESG U.S. Stock ETF 0.4 9 31 4.2 -0.2
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.2 -2.2
CGGR Capital Group Growth ETF 0.4 39 1 2.5 -1.9
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 5.2 +0.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.4 39 1 7.9 +3.5
QGRW WisdomTree U.S. Quality Growth Fund 0.4 28 12 2.9 -1.5
GLOF iShares Global Equity Factor ETF 0.4 20 20 5.6 +1.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 36 5.2 +0.9
IWY iShares Russell Top 200 Growth ETF 0.3 20 20 3.5 -0.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 2.3 -2.1
HLAL Wahed FTSE USA Shariah ETF 0.3 50 -10 3.8 -0.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 7.6 +3.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 22 3.7 -0.7
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 28 6.2 +1.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.3 15 25 3.7 -0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 10 30 3.7 -0.7
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.9 -1.5
JGRO JPMorgan Active Growth ETF 0.3 44 -4 2.4 -2.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 7.3 +2.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 8.4 +4.1
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 7.3 +2.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.1 +3.8
DFSV Dimensional US Small Cap Value ETF 0.3 31 9 8.9 +4.5
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 22 9.0 +4.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.3 15 25 9.1 +4.7
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 10 30 9.0 +4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 21 5.1 +0.7
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 20 3.3 -1.1
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 12 4.9 +0.6
AVSU Avantis Responsible U.S. Equity ETF 0.2 15 25 5.0 +0.7
STXK Strive Small-Cap ETF 0.2 18 22 5.2 +0.8
TAN Invesco Solar ETF 0.2 67 -27 4.3 -0.1
FRNW Fidelity Clean Energy ETF 0.2 39 1 1.8 -2.6
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -49 7.8 +3.5
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 7.9 +3.5
ACES ALPS Clean Energy ETF 0.2 55 -15 -2.6 -7.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 0.2 58 -18 -1.8 -6.2
RNRG Global X Renewable Energy Producers ETF 0.2 66 -26 4.3 -0.1
ICLN iShares Global Clean Energy ETF 0.2 41 -1 1.8 -2.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.2 49 -9 4.6 +0.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 4.5 +0.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.3 +4.0
FPAG FPA Global Equity ETF 0.2 49 -9 5.9 +1.5
DFAT Dimensional U.S. Targeted Value ETF 0.2 28 12 8.7 +4.3
DFUV Dimensional US Marketwide Value ETF 0.2 22 18 6.3 +1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.1 18 22 3.0 -1.3
VEGN US Vegan Climate ETF 0.1 60 -20 3.8 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 0.1 13 27 1.7 -2.7
AFSM First Trust Active Factor Small Cap ETF 0.1 75 -35 5.9 +1.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.1 4 36 3.3 -1.1
PRXG Praxis Impact Large Cap Growth ETF 0.0 36 4 3.1 -1.3
GVLU Gotham 1000 Value ETF 0.0 50 -10 8.1 +3.8
SFGV Sequoia Global Value ETF 0.0 23 17 7.2 +2.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.0 58 -18 3.4 -1.0
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 15 4.7 +0.3
SCHD Schwab US Dividend Equity ETF 0.0 6 34 8.3 +3.9
SPRX Spear Alpha ETF 0.0 75 -35 -0.8 -5.2
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -25 0.0 -4.4

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

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™


Calculation of ALTAR Score™
Avg. Return on Equity 12.0 %
Divided by: Fwd. P/BV 2.5 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.