iShares Cybersecurity & Tech ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 23.7x P/Sales
ratio		 2.9x
P/BV
ratio		 4.2x Div.
yield		 0.5%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
IHAK seeks to track the investment results of an index composed of developed and emerging market companies involved in cyber security and technology, including cyber security hardware, software, products, and services.

FUND BASICS
Category Global Equities
Fund Sponsor Blackrock
Website www.ishares.com
Inception date Jun 11, 2019
Assets (mns) $912
Currency USD
Expense ratio 47 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Value
Index replication
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 36
Wgt avg mkt cap (mns) $16,056
Large cap (>$10bn) 48.1%
Mid cap ($2-10bn) 40.1%
Small cap (<$2bn) 11.8%
Developed mkts 93.4%
Emerging mkts 6.6%

TOP TEN HOLDINGS
OKTA, INC. CLASS A 5.7 %
CHECK POINT SOFTWARE TECH 5.2 %
TREND MICRO INC 5.1 %
CYBERARK SOFTWARE LTD. 4.5 %
JUNIPER NETWORKS INC 4.2 %
FORTINET INC 4.2 %
CROWDSTRIKE HOLDINGS, INC. CLASS A 4.1 %
ZSCALER, INC. 4.0 %
PALO ALTO NETWORKS INC 3.8 %
ACCTON TECHNOLOGY CORP 3.8 %
Total 44.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 64.6 %
ISRAEL 10.6 %
JAPAN 6.3 %
TAIWAN 3.6 %
CANADA 3.0 %
GERMANY 2.4 %
DENMARK 2.2 %
MALAYSIA 1.4 %
BRITAIN 0.7 %
SOUTH KOREA 0.4 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-0.1% 0.3% 13.9% -- 12.6%

Market Correlations
versus... Beta R-squared
S&P500 0.79 55%
MSCI EAFE 0.52 24%
MSCI Emg. Mkts. 0.42 16%

Technical Indicators
Recent close $47.77
30d moving avg. $49.17
Annualized volatility 18.3%
Short interest (ETF) 0.3%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 90
Turnover 0.5%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $3,333

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 711 potential alternatives to the iShares Cybersecurity & Tech ETF ETF based on the alternatives' overlap in portfolio holdings with IHAK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHAK Expense: 47 bp ALTAR Score™: 3.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHAK
Ticker Fund
Name		 Overlap1
vs IHAK
(%)		 Expense
ratio
(bp)		 Savings
vs IHAK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHAK
(%)
SPAM Themes Cybersecurity ETF 72.6 35 12 1.7 -2.1
BUG Global X Cybersecurity ETF 53.6 51 -4 2.8 -1.0
WCBR WisdomTree Cybersecurity Fund 50.1 45 2 1.9 -1.9
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 44.4 60 -13 3.0 -0.7
CIBR First Trust NASDAQ Cybersecurity ETF 42.1 60 -13 4.2 +0.4
FITE SPDR S&P Kensho Future Security ETF 26.1 45 2 2.8 -0.9
WFH Direxion Work From Home ETF 19.0 45 2 4.8 +1.0
TRFK Pacer Data and Digital Revolution ETF 16.1 60 -13 3.9 +0.2
CLOD Themes Cloud Computing ETF 15.5 35 12 2.1 -1.6
XITK SPDR FactSet Innovative Technology ETF 14.3 45 2 0.5 -3.2
XDAT Franklin Exponential Data ETF 14.2 50 -3 2.1 -1.6
ITEQ BlueStar Israel Technology ETF 13.2 75 -28 2.1 -1.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 11.8 49 -2 2.2 -1.6
ISRA VanEck Israel ETF 11.4 59 -12 7.8 +4.0
WCLD WisdomTree Cloud Computing Fund 11.0 45 2 1.6 -2.2
DTEC ALPS Disruptive Technologies ETF 11.0 50 -3 4.0 +0.3
IGV iShares Expanded Tech-Software Sector ETF 10.6 41 6 3.1 -0.7
CLOU Global X Cloud Computing ETF 10.5 68 -21 1.9 -1.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 10.4 40 7 4.0 +0.2
EIS iShares MSCI Israel ETF 9.9 58 -11 8.6 +4.8
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 9.6 57 -10 4.3 +0.6
XSW SPDR S&P Software & Services ETF 9.3 35 12 2.0 -1.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 9.2 69 -22 0.0 -3.8
KNCT Invesco Next Gen Connectivity ETF 8.6 40 7 5.1 +1.3
TMAT Main Thematic Innovation ETF 8.3 164 -117 -1.5 -5.2
ABFL Abacus FCF Leaders ETF 7.8 59 -12 5.8 +2.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 7.7 40 7 6.2 +2.5
BCDF Horizon Kinetics Blockchain Development ETF 7.4 85 -38 4.5 +0.7
OGIG ALPS O'Shares Global Internet Giants ETF 7.4 48 -1 1.9 -1.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 7.2 75 -28 3.5 -0.3
FXL First Trust Technology AlphaDEX Fund 7.1 61 -14 5.8 +2.0
DFNV Donoghue Forlines Innovation ETF 7.1 69 -22 5.1 +1.4
XTL SPDR S&P Telecom ETF 6.8 35 12 3.1 -0.6
AMID Argent Mid Cap ETF Argent Mid Cap ETF 6.7 52 -5 6.9 +3.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 6.6 20 27 4.5 +0.8
FDTX Fidelity Disruptive Technology ETF 6.4 50 -3 3.0 -0.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.3 60 -13 4.5 +0.7
GRNY Fundstrat Granny Shots US Large Cap ETF 5.9 75 -28 3.7 -0.0
SIXG Defiance Connective Technologies ETF 5.9 30 17 4.5 +0.8
PSCT Invesco S&P SmallCap Information Technology ETF 5.8 29 18 6.0 +2.3
PRAY FIS Christian Stock Fund 5.5 69 -22 5.5 +1.7
SPRX Spear Alpha ETF 5.5 75 -28 -0.0 -3.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.4 49 -2 4.7 +0.9
XT iShares Exponential Technologies ETF 5.4 46 1 5.5 +1.7
IZRL ARK Israel Innovative Technology ETF 5.3 49 -2 1.4 -2.4
SKYY First Trust Cloud Computing ETF 5.3 60 -13 3.3 -0.5
QGRO American Century U.S. Quality Growth ETF 5.2 29 18 3.8 +0.1
PTF Invesco Dorsey Wright Technology Momentum ETF 5.0 60 -13 -0.2 -3.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.0 20 27 4.5 +0.7
RJMG FT Raymond James Multicap Growth Equity ETF 4.8 85 -38 2.6 -1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.8 15 32 5.7 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 4.7 45 2 3.5 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.6 40 7 6.2 +2.5
XPND First Trust Expanded Technology ETF 4.5 65 -18 4.3 +0.5
AZTD Aztlan Global Stock Selection DM SMID ETF 4.5 75 -28 8.4 +4.7
FTGS First Trust Growth Strength ETF 4.5 60 -13 5.6 +1.8
CSMD Congress SMid Growth ETF 4.5 69 -22 4.2 +0.5
TOGA Tremblant Global ETF 4.5 69 -22 2.5 -1.3
LST Leuthold Select Industries ETF 4.4 91 -44 6.1 +2.3
RPG Invesco S&P 500 Pure Growth ETF 4.4 35 12 3.6 -0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.2 79 -32 5.2 +1.5
TXS Texas Capital Texas Equity Index ETF 4.1 49 -2 5.1 +1.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.1 75 -28 -0.5 -4.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -11 4.3 +0.6
SRHQ SRH U.S. Quality ETF 4.1 35 12 7.6 +3.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.1 35 12 4.5 +0.8
TTAC FCF US Quality ETF 4.0 59 -12 6.1 +2.3
FIVG Defiance Next Gen Connectivity ETF 4.0 30 17 5.6 +1.8
IDAT iShares Future Cloud 5G and Tech ETF 4.0 47 0 4.8 +1.0
USRD Themes US R&D Champions ETF 3.9 29 18 5.6 +1.9
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -18 4.4 +0.6
BUL Pacer US Cash Cows Growth ETF 3.8 60 -13 6.7 +3.0
BRIF FIS Bright Portfolios Focused Equity ETF 3.8 65 -18 4.9 +1.1
CWS AdvisorShares Focused Equity ETF 3.8 84 -37 4.9 +1.1
IYZ iShares U.S. Telecommunications ETF 3.7 40 7 6.6 +2.9
PTEC Global X PropTech ETF 3.7 50 -3 2.5 -1.3
TMFS Motley Fool Small-Cap Growth ETF 3.7 85 -38 3.1 -0.7
MISL First Trust Indxx Aerospace & Defense ETF 3.6 60 -13 2.9 -0.9
NBDS Neuberger Berman Disrupters ETF 3.6 55 -8 1.0 -2.8
OPTZ Optimize Strategy Index ETF 3.6 50 -3 5.3 +1.6
KOMP SPDR S&P Kensho New Economies Composite ETF 3.6 20 27 3.7 -0.0
ITAN Sparkline Intangible Value ETF 3.5 50 -3 6.5 +2.8
USMF WisdomTree U.S. Multifactor Fund 3.5 28 19 6.7 +3.0
TRFM AAM Transformers ETF 3.4 49 -2 1.9 -1.9
ARB AltShares Merger Arbitrage ETF 3.4 77 -30 4.0 +0.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 3.4 59 -12 6.1 +2.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.4 75 -28 3.5 -0.3
XLK Technology Select Sector SPDR Fund 3.3 8 39 5.3 +1.5
PPA Invesco Aerospace & Defense ETF 3.2 58 -11 3.0 -0.8
CZA Invesco Zacks Mid-Cap ETF 3.2 72 -25 5.9 +2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.1 95 -48 0.7 -3.0
TMFM Motley Fool Mid-Cap Growth ETF 3.1 85 -38 3.7 -0.0
SPGP Invesco S&P 500 GARP ETF 3.1 34 13 9.6 +5.8
VGT Vanguard Information Technology ETF 3.1 10 37 4.7 +0.9
FTEC Fidelity MSCI Information Technology Index ETF 3.0 8 39 4.7 +0.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 3.0 41 6 2.8 -1.0
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.0 60 -13 5.7 +1.9
SIMS SPDR S&P Kensho Intelligent Structures ETF 3.0 45 2 7.7 +3.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.0 65 -18 5.0 +1.2
IYW iShares U.S. Technology ETF 3.0 40 7 4.6 +0.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.0 39 8 4.1 +0.3
FPX First Trust US Equity Opportunities ETF 2.9 61 -14 1.3 -2.5
NANC Unusual Whales Subversive Democratic Trading ETF 2.9 75 -28 4.2 +0.4
IETC iShares U.S. Tech Independence Focused ETF 2.9 18 29 4.7 +0.9
IGM iShares Expanded Tech Sector ETF 2.8 41 6 4.6 +0.9
XNTK SPDR NYSE Technology ETF 2.8 35 12 4.4 +0.6
CHGX AXS Change Finance ESG ETF 2.8 49 -2 5.3 +1.6
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 2.7 65 -18 4.1 +0.3
MDCP VictoryShares THB Mid Cap ESG ETF 2.7 55 -8 5.6 +1.9
VFQY Vanguard U.S. Quality Factor ETF 2.7 13 34 6.6 +2.9
BIBL Inspire 100 ETF 2.7 35 12 4.7 +0.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 31 16 2.6 -1.2
BWEB Bitwise Web3 ETF 2.6 85 -38 0.1 -3.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.6 59 -12 4.0 +0.3
QTUM Defiance Quantum ETF 2.6 40 7 7.7 +4.0
HLGE Hartford Longevity Economy ETF 2.6 44 3 5.5 +1.8
QQMG Invesco ESG NASDAQ 100 ETF 2.6 20 27 4.6 +0.9
SXQG ETC 6 Meridian Quality Growth ETF 2.6 100 -53 4.6 +0.8
AIS VistaShares Artificial Intelligence Supercycle ETF 2.6 75 -28 4.6 +0.9
THRO iShares U.S. Thematic Rotation Active ETF 2.6 90 -43 4.4 +0.6
JOET Virtus Terranova US Quality Momentum ETF 2.5 29 18 5.0 +1.2
VUSE Vident U.S. Equity Strategy ETF 2.5 50 -3 4.8 +1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -3 3.4 -0.4
AADR AdvisorShares Dorsey Wright ADR ETF 2.4 110 -63 5.1 +1.3
QGRW WisdomTree U.S. Quality Growth Fund 2.4 28 19 4.7 +1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -18 3.5 -0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 2.4 59 -12 2.8 -0.9
IVES Wedbush ETFMG Global Cloud Technology ETF 2.3 68 -21 9.3 +5.5
AIVC Amplify Bloomberg AI Value Chain ETF 2.3 59 -12 8.6 +4.9
ARKW ARK Next Generation Internet ETF 2.3 87 -40 -1.3 -5.1
GINN Goldman Sachs Innovate Equity ETF 2.3 52 -5 4.4 +0.6
ACTV LeaderShares Activist Leaders ETF 2.3 75 -28 5.3 +1.5
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -2 4.9 +1.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.2 50 -3 4.3 +0.6
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.2 65 -18 5.9 +2.2
QVAL Alpha Architect US Quantitative Value ETF 2.2 39 8 10.3 +6.5
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 2 7.0 +3.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.2 35 12 6.9 +3.1
JPEF JPMorgan Equity Focus ETF 2.2 50 -3 4.5 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 41 4.1 +0.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.1 12 35 5.0 +1.3
PTL Inspire 500 ETF 2.1 9 38 5.4 +1.7
QQQ Invesco QQQ Trust Series I 2.1 20 27 4.6 +0.8
SPHB Invesco S&P 500 High Beta ETF 2.1 25 22 5.3 +1.6
FDN First Trust Dow Jones Internet Index Fund 2.1 52 -5 3.5 -0.3
QQQM Invesco NASDAQ 100 ETF 2.1 15 32 4.6 +0.9
FDND FT Vest Dow Jones Internet & Target Income ETF 2.1 75 -28 3.2 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 2.1 68 -21 4.7 +0.9
CAML Congress Large Cap Growth ETF 2.1 66 -19 3.4 -0.4
FESM Fidelity Enhanced Small Cap ETF 2.1 28 19 3.8 +0.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 17 7.0 +3.2
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -13 6.5 +2.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.0 55 -8 5.2 +1.4
IXN iShares Global Tech ETF 2.0 41 6 4.5 +0.8
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 35 4.8 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 35 6.0 +2.2
CRTC Xtrackers US National Critical Technologies ETF 2.0 35 12 5.3 +1.5
RUNN Running Oak Efficient Growth ETF 1.9 58 -11 4.9 +1.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.9 30 17 8.6 +4.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -1 8.3 +4.6
USMV iShares MSCI USA Min Vol Factor ETF 1.9 15 32 5.5 +1.7
IWO iShares Russell 2000 Growth ETF 1.9 24 23 1.5 -2.3
XSHQ Invesco S&P SmallCap Quality ETF 1.9 29 18 8.4 +4.7
VTWG Vanguard Russell 2000 Growth ETF 1.9 15 32 1.5 -2.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.9 60 -13 5.3 +1.6
ONEO SPDR Russell 1000 Momentum Focus ETF 1.8 20 27 6.8 +3.0
VOT Vanguard Mid-Cap Growth ETF 1.8 7 40 3.7 -0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 32 4.7 +1.0
FDLS Inspire Fidelis Multi Factor ETF 1.7 76 -29 5.8 +2.0
GGRW Gabelli Growth Innovators ETF 1.7 90 -43 2.6 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.7 80 -33 4.7 +1.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -18 3.0 -0.7
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 21 3.7 -0.0
SIXS ETC 6 Meridian Small Cap Equity ETF 1.6 89 -42 9.4 +5.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 27 7.8 +4.0
PSC Principal U.S. Small-Cap ETF 1.6 38 9 6.9 +3.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.6 85 -38 3.9 +0.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.6 49 -2 4.3 +0.6
BGDV Bahl & Gaynor Dividend ETF 1.5 45 2 5.0 +1.2
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 43 6.7 +2.9
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 -2 7.1 +3.3
WCEO Hypatia Women CEO ETF 1.5 85 -38 -1.3 -5.1
TTAI FCF International Quality ETF 1.5 59 -12 6.9 +3.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.5 20 27 5.3 +1.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 43 5.9 +2.2
FDG American Century Focused Dynamic Growth ETF 1.5 45 2 2.4 -1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.5 30 17 7.9 +4.2
SNSR Global X Internet of Things ETF 1.5 68 -21 5.0 +1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -17 2.4 -1.3
ARKF ARK Fintech Innovation ETF 1.5 75 -28 -0.3 -4.0
SIZE iShares MSCI USA Size Factor ETF 1.5 15 32 5.8 +2.0
IQM Franklin Intelligent Machines ETF 1.5 50 -3 2.6 -1.1
MOTE VanEck Morningstar ESG Moat ETF 1.5 49 -2 4.9 +1.1
KRMA Global X Conscious Companies ETF 1.5 43 4 6.1 +2.4
STXK Strive Small-Cap ETF 1.5 18 29 5.5 +1.7
WUGI AXS Esoterica NextG Economy ETF 1.5 75 -28 2.9 -0.8
AIEQ AI Powered Equity ETF 1.4 75 -28 4.1 +0.4
IWP iShares Russell Mid-Cap Growth ETF 1.4 23 24 3.7 -0.1
JGRO JPMorgan Active Growth ETF 1.4 44 3 3.9 +0.2
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 20 9.2 +5.4
BFOR ALPS Barron's 400 ETF 1.4 65 -18 6.2 +2.5
TMFX Motley Fool Next Index ETF 1.4 50 -3 3.2 -0.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 41 2.7 -1.0
MGK Vanguard Mega Cap Growth ETF 1.4 7 40 4.5 +0.7
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 30 6.9 +3.2
PWB Invesco Large Cap Growth ETF 1.4 56 -9 3.2 -0.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.4 21 26 4.3 +0.5
COWS Amplify Cash Flow Dividend Leaders ETF 1.4 0 47 12.7 +9.0
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 27 5.9 +2.1
AFSM First Trust Active Factor Small Cap ETF 1.4 75 -28 7.0 +3.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.4 60 -13 1.2 -2.6
EUSA iShares MSCI USA Equal Weighted ETF 1.4 9 38 6.0 +2.2
GLOF iShares Global Equity Factor ETF 1.4 20 27 6.8 +3.1
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 37 4.9 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 35 4.8 +1.1
LRGF iShares U.S. Equity Factor ETF 1.3 8 39 5.8 +2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.3 80 -33 5.7 +2.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 27 7.4 +3.6
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 12 5.6 +1.9
VXF Vanguard Extended Market ETF 1.3 6 41 4.5 +0.8
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 32 7.0 +3.3
VEGN US Vegan Climate ETF 1.3 60 -13 4.6 +0.9
TMFC Motley Fool 100 Index ETF 1.3 50 -3 4.1 +0.4
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 43 6.0 +2.2
SMAP Amplify Small-Mid Cap Equity ETF 1.3 60 -13 1.3 -2.4
AOTG AOT Growth and Innovation ETF 1.3 75 -28 2.4 -1.4
DSTL Distillate US Fundamental Stability & Value ETF 1.3 39 8 8.3 +4.6
EWT iShares MSCI Taiwan ETF 1.3 58 -11 6.8 +3.1
RND First Trust Bloomberg R&D Leaders ETF 1.3 60 -13 3.0 -0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.3 75 -28 5.2 +1.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 43 4.4 +0.6
ILCG iShares Morningstar Growth ETF 1.3 4 43 4.1 +0.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 23 7.6 +3.8
FDLO Fidelity Low Volatility Factor ETF 1.3 15 32 5.4 +1.6
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -34 4.8 +1.0
EDEN iShares MSCI Denmark ETF 1.2 53 -6 6.9 +3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 38 6.1 +2.4
ETHO Etho Climate Leadership U.S. ETF 1.2 47 0 5.5 +1.8
VALQ American Century U.S. Quality Value ETF 1.2 29 18 7.6 +3.9
NXTG First Trust Indxx NextG ETF 1.2 70 -23 5.8 +2.1
VBR Vanguard Small Cap Value ETF 1.2 7 40 8.5 +4.7
SFY SoFi Select 500 ETF 1.2 0 47 4.8 +1.1
VUG Vanguard Growth ETF 1.2 4 43 4.3 +0.6
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -42 4.5 +0.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.2 49 -2 12.7 +8.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.2 20 27 6.6 +2.8
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 25 5.8 +2.0
FMDE Fidelity Enhanced Mid Cap ETF 1.2 23 24 5.8 +2.1
METV Roundhill Ball Metaverse ETF 1.2 59 -12 8.2 +4.5
QTOP iShares Nasdaq Top 30 Stocks ETF 1.1 20 27 4.8 +1.0
BLES Inspire Global Hope ETF 1.1 61 -14 6.8 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.1 9 38 5.0 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 1.1 42 5 6.5 +2.7
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 22 5.9 +2.1
EZM WisdomTree U.S. MidCap Fund 1.1 38 9 9.3 +5.6
SPHQ Invesco S&P 500 Quality ETF 1.1 15 32 5.3 +1.6
QUS SPDR MSCI USA StrategicFactors ETF 1.1 15 32 5.8 +2.1
STXM Strive Mid-Cap ETF 1.1 18 29 3.6 -0.1
OALC OneAscent Large Cap Core ETF 1.1 86 -39 4.6 +0.9
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -8 4.1 +0.3
FELC Fidelity Enhanced Large Cap Core ETF 1.1 18 29 5.6 +1.9
FELG Fidelity Enhanced Large Cap Growth ETF 1.1 18 29 5.2 +1.5
XMMO Invesco S&P MidCap Momentum ETF 1.1 34 13 5.6 +1.8
GURU Global X Guru Index ETF 1.1 75 -28 4.2 +0.4
IVW iShares S&P 500 Growth ETF 1.1 18 29 4.5 +0.8
VB Vanguard Small-Cap ETF 1.1 5 42 5.7 +2.0
CALF Pacer US Small Cap Cash Cows 100 ETF 1.1 59 -12 12.0 +8.2
VOOG Vanguard S&P 500 Growth ETF 1.1 10 37 4.6 +0.9
SPYG SPDR Portfolio S&P 500 Growth ETF 1.1 4 43 4.7 +0.9
RNMC First Trust Mid Cap US Equity Select ETF 1.1 60 -13 7.0 +3.2
IWF iShares Russell 1000 Growth ETF 1.1 19 28 4.8 +1.0
FLTW Franklin FTSE Taiwan ETF 1.1 19 28 7.0 +3.3
SURE AdvisorShares Insiders Advantage ETF 1.1 90 -43 10.0 +6.2
VONG Vanguard Russell 1000 Growth ETF 1.1 8 39 4.9 +1.1
PEXL Pacer US Export Leaders ETF 1.1 60 -13 5.4 +1.7
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 43 4.7 +1.0
GLBL Pacer MSCI World Industry Advantage ETF 1.1 65 -18 5.0 +1.2
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -1 4.5 +0.8
IWY iShares Russell Top 200 Growth ETF 1.0 20 27 4.9 +1.2
KRUZ Unusual Whales Subversive Republican Trading ETF 1.0 75 -28 6.0 +2.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.0 8 39 5.3 +1.5
XMAG Defiance Large Cap ex-Mag 7 ETF 1.0 35 12 4.6 +0.9
ROE Astoria US Quality Kings ETF 1.0 49 -2 7.0 +3.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.0 9 38 4.0 +0.3
PNQI Invesco NASDAQ Internet ETF 1.0 60 -13 3.8 +0.1
RSP Invesco S&P 500 Equal Weight ETF 1.0 20 27 6.3 +2.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.0 7 40 5.2 +1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 33 5.2 +1.5
VFMF Vanguard U.S. Multifactor ETF 1.0 18 29 8.5 +4.7
IWM iShares Russell 2000 ETF 1.0 19 28 3.6 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.0 59 -12 6.5 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 27 5.5 +1.8
VO Vanguard Mid-Cap ETF 1.0 4 43 5.6 +1.9
RSSL Global X Russell 2000 ETF 1.0 8 39 3.6 -0.1
VTWO Vanguard Russell 2000 ETF 1.0 10 37 3.8 +0.1
STXG Strive 1000 Growth ETF 1.0 18 29 4.2 +0.5
SHE SPDR MSCI USA Gender Diversity ETF 1.0 20 27 5.2 +1.5
ROUS Hartford Multifactor US Equity ETF 1.0 19 28 7.2 +3.5
SSPY Syntax Stratified LargeCap ETF 1.0 30 17 6.6 +2.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.0 65 -18 5.4 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.0 52 -5 5.6 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 58 -11 5.6 +1.9
DWMF WisdomTree International Multifactor Fund 1.0 38 9 6.9 +3.2
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -13 6.7 +2.9
FSCS First Trust SMID Capital Strength ETF 0.9 60 -13 6.4 +2.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -28 7.6 +3.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.9 18 29 5.1 +1.3
EFAV iShares MSCI EAFE Min Vol Factor ETF 0.9 22 25 5.8 +2.1
VBK Vanguard Small-Cap Growth ETF 0.9 7 40 1.7 -2.0
FVD First Trust Value Line Dividend Index Fund 0.9 65 -18 6.1 +2.3
SFYX SoFi Next 500 ETF 0.9 0 47 3.6 -0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 18 7.4 +3.7
SLYG SPDR S&P 600 Small Cap Growth ETF 0.9 15 32 5.1 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.9 15 32 5.3 +1.6
XMVM Invesco S&P MidCap Value with Momentum ETF 0.9 39 8 9.7 +6.0
FLDZ RiverNorth Patriot ETF 0.9 75 -28 5.9 +2.2
BLOK Amplify Transformational Data Sharing ETF 0.9 75 -28 0.4 -3.4
JVAL JPMorgan U.S. Value Factor ETF 0.9 12 35 8.5 +4.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.9 18 29 7.2 +3.5
HDUS Hartford Disciplined US Equity ETF 0.9 19 28 5.9 +2.1
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 34 3.4 -0.4
ESGV Vanguard ESG U.S. Stock ETF 0.8 9 38 5.0 +1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.8 15 32 4.3 +0.5
FLRG Fidelity U.S. Multifactor ETF 0.8 15 32 7.1 +3.4
ISCB iShares Morningstar Small-Cap ETF 0.8 4 43 5.6 +1.9
RECS Columbia Research Enhanced Core ETF 0.8 15 32 6.2 +2.4
MODL VictoryShares WestEnd U.S. Sector ETF 0.8 42 5 5.0 +1.2
XMHQ Invesco S&P MidCap Quality ETF 0.8 25 22 7.1 +3.4
ACVF American Conservative Values ETF 0.8 75 -28 4.5 +0.7
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 5 6.9 +3.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.8 35 12 3.7 -0.0
DSTX Distillate International Fundamental Stability & Value ETF 0.8 55 -8 8.4 +4.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.8 32 15 5.2 +1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 32 7.3 +3.5
ISMD Inspire Small/Mid Cap ETF 0.8 54 -7 4.7 +1.0
SCHA Schwab U.S. Small-Cap ETF 0.8 4 43 5.3 +1.6
IWR iShares Russell Midcap ETF 0.8 19 28 5.8 +2.0
FQAL Fidelity Quality Factor ETF 0.8 15 32 5.9 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.8 12 35 6.6 +2.8
QWLD SPDR MSCI World StrategicFactors ETF 0.8 30 17 5.9 +2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 29 8.6 +4.9
MDYV SPDR S&P 400 Mid Cap Value ETF 0.8 15 32 8.7 +4.9
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -24 1.1 -2.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.8 15 32 8.7 +4.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.8 18 29 4.9 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 23 7.6 +3.9
FFND Future Fund Active ETF 0.8 100 -53 4.7 +0.9
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -18 8.2 +4.5
DFAS Dimensional U.S. Small Cap ETF 0.7 26 21 6.9 +3.2
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 33 6.7 +3.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.7 15 32 5.1 +1.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.7 15 32 10.0 +6.2
EGUS iShares ESG Aware MSCI USA Growth ETF 0.7 18 29 4.5 +0.7
HLAL Wahed FTSE USA Shariah ETF 0.7 50 -3 5.2 +1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 32 6.0 +2.2
FELV Fidelity Enhanced Large Cap Value ETF 0.7 18 29 6.8 +3.1
JHML John Hancock Multifactor Large Cap ETF 0.7 29 18 5.6 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 8 10.2 +6.4
PBUS Invesco MSCI USA ETF 0.7 4 43 5.2 +1.5
ADME Aptus Drawdown Managed Equity ETF 0.7 79 -32 4.3 +0.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.7 15 32 7.3 +3.6
IJR iShares Core S&P Small Cap ETF 0.7 6 41 7.3 +3.6
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.7 32 15 7.0 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 22 7.8 +4.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.7 75 -28 3.7 -0.0
DFSU Dimensional US Sustainability Core 1 ETF 0.7 18 29 5.8 +2.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.7 9 38 5.0 +1.3
DFUS Dimensional U.S. Equity ETF 0.7 9 38 5.3 +1.6
VTI Vanguard Total Stock Market ETF 0.7 3 44 5.2 +1.4
IWV iShares Russell 3000 ETF 0.7 20 27 5.0 +1.3
EES WisdomTree U.S. SmallCap Fund 0.7 38 9 9.1 +5.4
FVAL Fidelity Value Factor ETF 0.7 15 32 7.3 +3.6
AVSU Avantis Responsible U.S. Equity ETF 0.7 15 32 6.4 +2.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 44 5.2 +1.4
VTHR Vanguard Russell 3000 ETF 0.7 10 37 5.2 +1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.7 45 2 4.9 +1.2
SCHB Schwab U.S. Broad Market ETF 0.7 3 44 5.3 +1.6
IYY iShares Dow Jones U.S. ETF 0.7 20 27 5.1 +1.4
ILCB iShares Morningstar U.S. Equity ETF 0.7 3 44 5.2 +1.5
SCHX Schwab U.S. Large-Cap ETF 0.7 3 44 5.3 +1.6
SCHK Schwab 1000 Index ETF 0.7 5 42 5.3 +1.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.7 3 44 7.4 +3.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.7 10 37 7.2 +3.5
MDY SPDR S&P Midcap 400 ETF Trust 0.7 24 23 7.2 +3.4
IWB iShares Russell 1000 ETF 0.7 15 32 5.2 +1.4
IJH iShares Core S&P Mid-Cap ETF 0.7 5 42 7.4 +3.6
VONE Vanguard Russell 1000 ETF 0.7 8 39 5.3 +1.5
NULC Nuveen ESG Large-Cap ETF 0.7 21 26 5.0 +1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.7 2 45 5.3 +1.5
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 9 8.3 +4.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.7 11 36 5.2 +1.5
AVLV Avantis U.S. Large Cap Value ETF 0.7 15 32 8.1 +4.4
RVRB Reverb ETF 0.7 30 17 3.7 -0.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.7 39 8 4.0 +0.3
SMCF Themes US Small Cap Cash Flow Champions ETF 0.7 29 18 11.8 +8.0
STRV Strive 500 ETF 0.7 5 42 5.2 +1.4
VOTE TCW Transform 500 ETF 0.7 5 42 5.2 +1.5
SPXV ProShares S&P 500 Ex-Health Care ETF 0.7 9 38 4.4 +0.7
CFA VictoryShares US 500 Volatility Wtd ETF 0.7 35 12 6.1 +2.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.7 40 7 6.0 +2.3
XVV iShares ESG Screened S&P 500 ETF 0.7 8 39 5.1 +1.4
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 44 7.4 +3.6
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 37 7.3 +3.6
PDP Invesco Dorsey Wright Momentum ETF 0.7 62 -15 3.6 -0.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.7 60 -13 9.6 +5.9
BKLC BNY Mellon US Large Cap Core Equity ETF 0.7 0 47 5.3 +1.5
QVML Invesco S&P 500 QVM Multi-factor ETF 0.6 11 36 5.4 +1.6
VV Vanguard Large-Cap ETF 0.6 4 43 5.2 +1.5
IWL iShares Russell Top 200 ETF 0.6 15 32 5.1 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 37 5.3 +1.6
AVUS Avantis U.S. Equity ETF 0.6 15 32 6.3 +2.6
ARTY iShares Future AI & Tech ETF 0.6 47 0 4.1 +0.3
KLMN Invesco MSCI North America Climate ETF 0.6 9 38 5.3 +1.5
INRO iShares U.S. Industry Rotation Active ETF 0.6 42 5 4.1 +0.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.6 7 40 6.2 +2.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 37 5.3 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.6 29 18 5.1 +1.4
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.6 90 -43 8.4 +4.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.6 15 32 5.8 +2.1
AVSC Avantis U.S Small Cap Equity ETF 0.6 25 22 6.6 +2.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.6 4 43 6.1 +2.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.6 20 27 5.0 +1.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.6 42 5 5.4 +1.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.6 9 38 4.7 +1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.6 3 44 5.5 +1.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.6 10 37 5.4 +1.6
IVV iShares Core S&P 500 ETF 0.6 3 44 5.3 +1.5
SPLG SPDR Portfolio S&P 500 ETF 0.6 2 45 5.3 +1.6
VOO Vanguard S&P 500 ETF 0.6 3 44 5.3 +1.6
SPY SPDR S&P 500 ETF Trust 0.6 9 38 5.2 +1.5
IDHQ Invesco S&P International Developed High Quality ETF 0.6 29 18 6.7 +2.9
TOK iShares MSCI Kokusai ETF 0.6 26 21 5.2 +1.4
MGC Vanguard Mega Cap ETF 0.6 7 40 5.1 +1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 30 6.0 +2.3
DFAU Dimensional US Core Equity Market ETF 0.6 12 35 5.5 +1.8
URTH iShares MSCI World ETF 0.6 24 23 5.5 +1.7
WWJD Inspire International ETF 0.6 80 -33 7.6 +3.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 40 5.2 +1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 0.6 9 38 5.5 +1.7
IWS iShares Russell Mid-Cap Value ETF 0.6 23 24 6.5 +2.8
FIDU Fidelity MSCI Industrial Index ETF 0.6 8 39 4.9 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.6 9 38 5.6 +1.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 18 6.4 +2.7
DEHP Dimensional Emerging Markets High Profitability ETF 0.6 41 6 6.5 +2.8
FDWM Fidelity Women's Leadership ETF 0.6 59 -12 3.2 -0.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 32 6.0 +2.3
VLUE iShares MSCI USA Value Factor ETF 0.6 15 32 10.2 +6.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 32 6.0 +2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 0.6 25 22 5.9 +2.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 27 -9.4 -13.1
GVLU Gotham 1000 Value ETF 0.5 50 -3 9.1 +5.3
DMXF iShares ESG Advanced MSCI EAFE ETF 0.5 12 35 5.8 +2.0
SUSA iShares MSCI USA ESG Select ETF 0.5 25 22 5.0 +1.2
VIS Vanguard Industrials ETF 0.5 10 37 4.9 +1.2
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -5 7.2 +3.5
EFG iShares MSCI EAFE Growth ETF 0.5 36 11 4.5 +0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.5 17 30 5.7 +1.9
DARP Grizzle Growth ETF 0.5 75 -28 4.7 +1.0
APUE ActivePassive U.S. Equity ETF 0.5 45 2 4.9 +1.2
KNO AXS Knowledge Leaders ETF 0.5 78 -31 6.1 +2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 10 5.9 +2.2
ACWI iShares MSCI ACWI ETF 0.5 32 15 6.0 +2.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 12 4.7 +0.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.5 42 5 5.5 +1.7
IWC iShares Micro-Cap ETF 0.5 60 -13 -1.1 -4.8
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 29 9.4 +5.7
IDMO Invesco S&P International Developed Momentum ETF 0.5 25 22 5.7 +2.0
VT Vanguard Total World Stock ETF 0.5 7 40 6.3 +2.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.5 20 27 6.0 +2.3
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -12 3.4 -0.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.5 20 27 6.7 +3.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 35 5.1 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.5 12 35 4.5 +0.8
NULV Nuveen ESG Large-Cap Value ETF 0.5 26 21 6.2 +2.4
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 30 6.0 +2.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 37 4.2 +0.4
DCOR Dimensional US Core Equity 1 ETF 0.5 14 33 5.8 +2.1
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.5 30 17 7.3 +3.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.5 15 32 9.5 +5.7
ESGU iShares ESG Aware MSCI USA ETF 0.5 15 32 5.1 +1.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.5 15 32 9.3 +5.5
HAPI Harbor Human Capital Factor US Large Cap ETF 0.5 36 11 5.1 +1.4
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.5 25 22 7.4 +3.7
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.5 33 14 10.6 +6.8
ONEY SPDR Russell 1000 Yield Focus ETF 0.4 20 27 9.1 +5.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.4 70 -23 2.8 -1.0
KLMT Invesco MSCI Global Climate 500 ETF 0.4 10 37 6.1 +2.3
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.4 25 22 7.5 +3.7
SMMD iShares Russell 2500 ETF 0.4 15 32 6.2 +2.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 8 5.4 +1.7
EPS WisdomTree U.S. LargeCap Fund 0.4 8 39 6.1 +2.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 9 8.7 +4.9
IMTM iShares MSCI Intl Momentum Factor ETF 0.4 30 17 5.6 +1.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.4 60 -13 6.4 +2.7
LOWV AB US Low Volatility Equity ETF 0.4 48 -1 5.3 +1.6
ROSC Hartford Multifactor Small Cap ETF 0.4 34 13 9.0 +5.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.4 20 27 5.3 +1.6
REVS Columbia Research Enhanced Value ETF 0.4 19 28 7.6 +3.9
DFUV Dimensional US Marketwide Value ETF 0.4 22 25 8.1 +4.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 41 7.9 +4.1
IQSI IQ Candriam International Equity ETF 0.4 15 32 6.7 +2.9
QINT American Century Quality Diversified International ETF 0.4 39 8 7.6 +3.9
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -33 6.0 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -13 8.2 +4.4
DSI iShares MSCI KLD 400 Social ETF 0.4 25 22 5.2 +1.4
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 17 9.3 +5.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.4 9 38 6.1 +2.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.4 29 18 4.8 +1.0
SCHC Schwab International Small-Cap Equity ETF 0.4 11 36 7.1 +3.3
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.4 29 18 8.2 +4.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 22 6.0 +2.3
INEQ Columbia International Equity Income ETF 0.4 45 2 8.7 +4.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -13 4.4 +0.7
FLQL Franklin LibertyQ U.S. Equity ETF 0.4 15 32 5.7 +2.0
GWX SPDR S&P International Small Cap ETF 0.3 40 7 6.7 +3.0
ECON Columbia Emerging Markets Consumer ETF 0.3 49 -2 12.9 +9.2
NUMV Nuveen ESG Mid-Cap Value ETF 0.3 31 16 6.4 +2.6
DWLD Davis Select Worldwide ETF 0.3 63 -16 7.8 +4.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 9 10.1 +6.4
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 5 7.2 +3.4
DFIS Dimensional International Small Cap ETF 0.3 39 8 7.9 +4.1
FTA First Trust Large Cap Value AlphaDEX Fund 0.3 59 -12 9.4 +5.7
DUHP Dimensional US High Profitability ETF 0.3 21 26 6.6 +2.8
IUS Invesco RAFI Strategic US ETF 0.3 19 28 7.1 +3.3
XC WisdomTree Emerging Markets Ex-China Fund 0.3 32 15 5.5 +1.8
IQLT iShares MSCI Intl Quality Factor ETF 0.3 30 17 6.3 +2.6
PAVE Global X U.S. Infrastructure Development ETF 0.3 47 0 6.3 +2.5
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.3 7 40 7.0 +3.3
FTHF First Trust Emerging Markets Human Flourishing ETF 0.3 75 -28 9.8 +6.1
DTAN Sparkline International Intangible Value ETF 0.3 55 -8 7.2 +3.5
DXJ WisdomTree Japan Hedged Equity Fund 0.3 48 -1 8.4 +4.7
FCPI Fidelity Stocks for Inflation ETF 0.3 15 32 7.8 +4.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.3 42 5 6.8 +3.0
KEMX KraneShares MSCI Emerging Markets EX China Index ETF 0.3 24 23 8.3 +4.6
VOE Vanguard Mid-Cap Value ETF 0.3 7 40 7.2 +3.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 0.3 5 42 7.1 +3.4
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 41 8.4 +4.6
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 19 10.0 +6.3
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.3 20 27 6.6 +2.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.3 19 28 6.5 +2.8
FDEV Fidelity International Multifactor ETF 0.3 18 29 7.7 +4.0
WRND IQ Global Equity R&D Leaders ETF 0.3 18 29 7.9 +4.1
APIE ActivePassive International Equity ETF 0.3 45 2 7.7 +3.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.3 10 37 3.3 -0.5
EMXF iShares ESG Advanced MSCI EM ETF 0.3 16 31 8.4 +4.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.3 3 44 7.5 +3.8
EFA iShares MSCI EAFE ETF 0.3 35 12 7.0 +3.3
IDEV iShares Core MSCI International Developed Markets ETF 0.3 4 43 7.4 +3.6
DIVB iShares Core Dividend ETF 0.3 5 42 7.7 +3.9
FUNL CornerCap Fundametrics Large-Cap ETF 0.3 50 -3 7.3 +3.6
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 29 6.0 +2.2
GSID Goldman Sachs MarketBeta International Equity ETF 0.3 20 27 7.1 +3.4
IEFA iShares Core MSCI EAFE ETF 0.3 7 40 7.4 +3.6
LRGC AB US Large Cap Strategic Equities ETF 0.3 48 -1 4.8 +1.1
AVDE Avantis International Equity ETF 0.3 23 24 8.0 +4.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.2 80 -33 10.0 +6.3
GSPY Gotham Enhanced 500 ETF 0.2 50 -3 5.5 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 0.2 12 35 6.5 +2.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 36 11 6.9 +3.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.2 35 12 5.9 +2.1
IWD iShares Russell 1000 Value ETF 0.2 19 28 6.5 +2.7
VONV Vanguard Russell 1000 Value ETF 0.2 8 39 6.6 +2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.2 39 8 9.8 +6.1
BKIE BNY Mellon International Equity ETF 0.2 4 43 7.3 +3.6
NUDV Nuveen ESG Dividend ETF 0.2 26 21 6.7 +2.9
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -2 10.5 +6.8
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 15 9.6 +5.9
ESGD iShares ESG Aware MSCI EAFE ETF 0.2 20 27 7.1 +3.4
PKW Invesco Buyback Achievers ETF 0.2 62 -15 8.0 +4.2
FNDB Schwab Fundamental US Broad Market Index ETF 0.2 25 22 7.3 +3.5
FNDX Schwab Fundamental US Large Co. Index ETF 0.2 25 22 7.4 +3.6
EWJ iShares MSCI Japan ETF 0.2 50 -3 7.1 +3.4
EMGF iShares Emerging Markets Equity Factor ETF 0.2 25 22 12.4 +8.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 8 7.0 +3.2
VLU SPDR S&P 1500 Value Tilt ETF 0.2 12 35 7.2 +3.4
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.2 47 0 7.1 +3.4
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -18 5.3 +1.5
IYJ iShares U.S. Industrials ETF 0.2 40 7 4.8 +1.0
IXUS iShares Core MSCI Total International Stock ETF 0.2 7 40 8.3 +4.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 22 6.6 +2.8
AVSD Avantis Responsible International Equity ETF 0.2 23 24 6.8 +3.1
BBJP JPMorgan BetaBuilders Japan ETF 0.2 19 28 7.6 +3.8
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 3 11.3 +7.5
XCEM Columbia EM Core ex-China ETF 0.2 16 31 8.5 +4.7
ISCF iShares International SmallCap Equity Factor ETF 0.2 23 24 8.6 +4.8
DFLV Dimensional US Large Cap Value ETF 0.2 22 25 8.2 +4.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.2 67 -20 10.1 +6.3
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.2 41 6 9.4 +5.6
IVLU iShares MSCI Intl Value Factor ETF 0.2 30 17 11.1 +7.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.2 15 32 7.3 +3.6
NUSC Nuveen ESG Small-Cap ETF 0.2 31 16 5.3 +1.5
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 7 7.4 +3.6
RAFE PIMCO RAFI ESG U.S. ETF 0.2 29 18 7.3 +3.6
STXE Strive Emerging Markets Ex-China ETF 0.2 32 15 8.2 +4.4
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.2 80 -33 5.7 +1.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -14 5.9 +2.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 35 8.1 +4.4
CWI SPDR MSCI ACWI ex-US ETF 0.2 30 17 8.2 +4.4
ACWX iShares MSCI ACWI ex U.S. ETF 0.2 34 13 8.1 +4.4
FLJH Franklin FTSE Japan Hedged ETF 0.2 9 38 6.7 +2.9
FLJP Franklin FTSE Japan ETF 0.2 9 38 7.0 +3.2
XJH iShares ESG Screened S&P Mid-Cap ETF 0.2 12 35 7.0 +3.3
FNDC Schwab Fundamental International Small Co. Index ETF 0.2 39 8 6.3 +2.5
VSLU Applied Finance Valuation Large Cap ETF 0.2 49 -2 5.9 +2.1
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.2 41 6 7.1 +3.4
GXUS Goldman Sachs MarketBeta Total International Equity ETF 0.2 18 29 8.1 +4.4
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.2 50 -3 6.5 +2.7
JPXN iShares JPX-Nikkei 400 ETF 0.2 48 -1 7.5 +3.8
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 22 8.0 +4.2
PRF Invesco FTSE RAFI US 1000 ETF 0.2 39 8 7.0 +3.2
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 -2 10.0 +6.3
DIHP Dimensional International High Profitability ETF 0.2 29 18 7.4 +3.7
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.2 15 32 8.6 +4.9
DFSI Dimensional International Sustainability Core 1 ETF 0.2 24 23 6.6 +2.9
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 43 6.8 +3.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 0.2 24 23 6.4 +2.7
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -11 7.7 +4.0
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 12 10.2 +6.4
EEMA iShares MSCI Emerging Markets Asia ETF 0.2 49 -2 10.7 +7.0
JPIN J.P. Morgan Diversified Return International Equity ETF 0.2 37 10 8.9 +5.2
FDEM Fidelity Emerging Markets Multifactor ETF 0.2 25 22 13.5 +9.8
RWL Invesco S&P 500 Revenue ETF 0.1 39 8 7.0 +3.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.1 70 -23 12.3 +8.5
STXV Strive 1000 Value ETF 0.1 18 29 7.5 +3.7
AVEM Avantis Emerging Markets Equity ETF 0.1 33 14 9.7 +5.9
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF 0.1 15 32 10.8 +7.0
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 70 -23 9.8 +6.1
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 9 9.9 +6.2
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.1 12 35 6.2 +2.4
IUSV iShares Core S&P US Value ETF 0.1 4 43 6.5 +2.7
IPAC iShares Core MSCI Pacific ETF 0.1 9 38 7.1 +3.4
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -19 10.2 +6.4
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 28 10.8 +7.1
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.1 45 2 11.0 +7.3
DGRW WisdomTree US Quality Dividend Growth Fund 0.1 28 19 5.7 +2.0
EWUS iShares MSCI United Kingdom Small Cap ETF 0.1 59 -12 7.4 +3.7
CCMG CCM Global Equity ETF 0.1 34 13 8.5 +4.8
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 11.6 +7.8
VPL Vanguard FTSE Pacific ETF 0.1 8 39 7.7 +3.9
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 39 10.9 +7.1
EEM iShares MSCI Emerging Markets ETF 0.1 69 -22 10.7 +7.0
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.1 25 22 6.5 +2.7
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 36 11.8 +8.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 11 11.2 +7.4
QDF FlexShares Quality Dividend Index Fund 0.1 37 10 6.2 +2.4
DXJS WisdomTree Japan Hedged SmallCap Equity Fund 0.1 58 -11 7.7 +3.9
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 32 3.9 +0.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 17 10.6 +6.8
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 10.9 +7.2
VSGX Vanguard ESG International Stock ETF 0.1 12 35 8.2 +4.4
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -18 8.1 +4.3
DFVX Dimensional US Large Cap Vector ETF 0.1 22 25 6.6 +2.8
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 17 8.6 +4.9
FSST Fidelity Sustainable U.S. Equity ETF 0.1 59 -12 4.4 +0.6
JHMD John Hancock Multifactor Developed International ETF 0.1 39 8 7.8 +4.0
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.1 58 -11 10.1 +6.4
MADE iShares U.S. Manufacturing ETF 0.1 40 7 5.8 +2.0
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -2 7.3 +3.6
IVE iShares S&P 500 Value ETF 0.1 18 29 6.2 +2.5
SPYV SPDR Portfolio S&P 500 Value ETF 0.1 4 43 6.4 +2.6
VOOV Vanguard S&P 500 Value ETF 0.1 10 37 6.3 +2.6
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -23 7.8 +4.0
SNPV Xtrackers S&P 500 Value ESG ETF 0.1 15 32 5.4 +1.7
DFJ WisdomTree Japan SmallCap Dividend Fund 0.1 58 -11 8.3 +4.6
DFIC Dimensional International Core Equity 2 ETF 0.1 23 24 7.9 +4.2
ESGE iShares ESG Aware MSCI EM ETF 0.1 25 22 10.7 +6.9
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 40 10.9 +7.2
DTD WisdomTree U.S. Total Dividend Fund 0.1 28 19 6.2 +2.5
JAVA JPMorgan Active Value ETF 0.1 44 3 6.3 +2.6
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -3 6.8 +3.0
STXD Strive 1000 Dividend Growth ETF 0.1 35 12 5.0 +1.2
VXUS Vanguard Total International Stock ETF 0.1 7 40 8.3 +4.5
IMFL Invesco International Developed Dynamic Multifactor ETF 0.1 34 13 6.2 +2.4
ILCV iShares Morningstar Value ETF 0.1 4 43 6.7 +2.9
DFE WisdomTree Europe SmallCap Dividend Fund 0.1 58 -11 8.4 +4.7
VYM Vanguard High Dividend Yield Index ETF 0.1 6 41 7.3 +3.5
DFAI Dimensional International Core Equity Market ETF 0.1 18 29 7.6 +3.8
VIG Vanguard Dividend Appreciation ETF 0.1 6 41 6.0 +2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -13 4.7 +0.9
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -12 13.7 +9.9
VEA Vanguard FTSE Developed Markets ETF 0.1 5 42 7.6 +3.8
IWX iShares Russell Top 200 Value ETF 0.1 20 27 6.4 +2.7
LQPE PEO AlphaQuest Thematic PE ETF 0.1 125 -78 6.9 +3.1
PFM Invesco Dividend Achievers ETF 0.1 53 -6 5.3 +1.6
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 39 8.5 +4.7
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 27 7.4 +3.6
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.1 44 3 11.0 +7.3
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 50 -3 11.6 +7.8
DLS WisdomTree International SmallCap Dividend Fund 0.1 58 -11 8.9 +5.1
VTV Vanguard Value ETF 0.1 4 43 6.9 +3.2
DGRO iShares Core Dividend Growth ETF 0.1 8 39 6.6 +2.9
DFSV Dimensional US Small Cap Value ETF 0.1 31 16 10.9 +7.2
DWM WisdomTree International Equity Fund 0.1 48 -1 7.7 +3.9
HKND Humankind US Stock ETF 0.1 11 36 7.5 +3.7
IWN iShares Russell 2000 Value ETF 0.0 24 23 5.8 +2.0
VTWV Vanguard Russell 2000 Value ETF 0.0 15 32 5.9 +2.2
IEUR iShares Core MSCI Europe ETF 0.0 11 36 7.4 +3.7
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 7 7.5 +3.8
SCHF Schwab International Equity ETF 0.0 6 41 7.7 +4.0
SNPE Xtrackers S&P 500 ESG ETF 0.0 10 37 5.4 +1.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.0 25 22 10.1 +6.4
SPEU SPDR Portfolio Europe ETF 0.0 7 40 7.5 +3.7
VGK Vanguard FTSE Europe ETF 0.0 11 36 7.5 +3.7
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 38 8.2 +4.5
DLN WisdomTree U.S. LargeCap Dividend Fund 0.0 28 19 5.9 +2.2
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 45 2 6.6 +2.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 2 9.3 +5.6
XCNY SPDR S&P Emerging Markets ex-China ETF 0.0 15 32 0.0 -3.8
INTF iShares International Equity Factor ETF 0.0 15 32 8.1 +4.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 8 8.3 +4.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.0 30 17 5.0 +1.3

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 Cybersecurity & Tech 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 17.0 %
Divided by: Fwd. P/BV 4.0 x
Less: Expense ratio 47 bp
Equals: ALTAR Score 3.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 CATEGORY
AVERAGE		 1.55
 
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.