iShares Cybersecurity & Tech ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 NEUTRAL
2023E    2024E
P/E
ratio		 29.9x P/Sales
ratio		 3.1x
P/BV
ratio		 5.3x 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) $598
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 37
Wgt avg mkt cap (mns) $13,121
Large cap (>$10bn) 34.0%
Mid cap ($2-10bn) 53.2%
Small cap (<$2bn) 6.8%
Developed mkts 93.7%
Emerging mkts 6.3%

TOP TEN HOLDINGS
ACCTON TECHNOLOGY CORP 5.3 %
VMWARE, INC. CLASS A 4.6 %
QUALYS INC 4.3 %
OKTA, INC. CLASS A 4.3 %
CYBERARK SOFTWARE LTD. 4.3 %
TENABLE HOLDINGS, INC. 4.2 %
AKAMAI TECHNOLOGIES 4.2 %
PALO ALTO NETWORKS INC 4.2 %
CHECK POINT SOFTWARE TECH 4.1 %
ZSCALER, INC. 4.1 %
Total 43.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 68.0 %
ISRAEL 9.1 %
TAIWAN 5.3 %
JAPAN 4.1 %
CANADA 3.0 %
GERMANY 2.3 %
DENMARK 1.7 %
BRITAIN 1.5 %
MALAYSIA 0.8 %
SOUTH KOREA 0.3 %

HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
20.3% 7.2% -- -- 11.5%

Market Correlations
versus... Beta R-squared
S&P500 0.82 45%
MSCI EAFE 0.61 27%
MSCI Emg. Mkts. 0.51 18%

Technical Indicators
Recent close $39.14
30d moving avg. $38.49
Annualized volatility 21.7%
Short interest (ETF) 0.6%
Relative strength (RSI) 53

Liquidity measures
Avg. volume (thou.) 69
Turnover 0.5%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $1,297

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 681 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
(%)
HACK ETFMG Prime Cyber Security ETF 53.1 60 -13 4.9 +1.1
CIBR First Trust NASDAQ CEA Cybersecurity ETF 51.8 60 -13 5.2 +1.4
BUG Global X Cybersecurity ETF 50.1 51 -4 2.3 -1.6
WCBR WisdomTree Cybersecurity Fund 49.0 45 2 1.4 -2.4
FITE SPDR Kensho Future Security ETF 27.2 45 2 3.9 +0.1
TRFK Pacer Data and Digital Revolution ETF 22.4 60 -13 4.9 +1.1
WFH Direxion Work From Home ETF 17.7 45 2 0.0 -3.8
CLOU Global X Cloud Computing ETF 13.6 68 -21 2.1 -1.8
MVPS Amplify Thematic All-Stars ETF 13.4 49 -2 2.2 -1.7
DTEC ALPS Disruptive Technologies ETF 13.0 50 -3 4.4 +0.5
XDAT Franklin Exponential Data ETF 12.9 50 -3 4.0 +0.2
LRNZ TrueMark Technology, AI & Deep Learning ETF 12.4 69 -22 -1.3 -5.1
QTEC First Trust NASDAQ-100 Technology Sector Index Fund 10.8 57 -10 5.3 +1.4
IGV iShares Expanded Tech-Software ETF 10.4 41 6 4.0 +0.2
XITK SPDR FactSet Innovative Technology ETF 10.3 45 2 0.3 -3.6
TECB iShares US Tech Breakthrough Multisector ETF 10.1 40 7 4.9 +1.1
XSW SPDR S&P Software & Services ETF 10.0 35 12 2.4 -1.4
BOUT Innovator IBD Breakout Opportunities ETF 9.2 81 -34 3.2 -0.7
ITEQ BlueStar Israel Technology ETF 9.1 75 -28 2.2 -1.6
EIS iShares MSCI Israel ETF 8.6 58 -11 10.7 +6.8
ISRA VanEck Israel ETF 8.6 59 -12 9.3 +5.5
ENTR Entrepreneur 30 Fund 8.5 75 -28 3.3 -0.5
WCLD WisdomTree Cloud Computing Fund 8.5 45 2 -0.3 -4.1
XWEB SPDR S&P Internet ETF 8.4 35 12 -10.7 -14.5
SPRX Spear Alpha ETF 8.3 75 -28 1.5 -2.4
BCDF Horizon Kinetics Blockchain Development ETF 8.0 85 -38 -0.6 -4.4
MEME Roundhill MEME ETF 7.7 69 -22 -1.3 -5.1
KNCT Invesco Next Gen Connectivity ETF 7.6 40 7 7.0 +3.1
RUFF Alpha Dog ETF 7.3 94 -47 5.4 +1.6
FIVG Defiance Next Gen Connectivity ETF 7.2 30 17 8.4 +4.5
FXL First Trust Technology AlphaDEX Fund 7.2 61 -14 5.5 +1.6
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 6.9 69 -22 5.5 +1.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 6.8 49 -2 5.2 +1.4
USMF WisdomTree U.S. Multifactor Fund 6.4 28 19 7.7 +3.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 6.2 40 7 6.5 +2.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 6.1 60 -13 4.6 +0.8
IGN iShares North American Tech-Multimedia Networking ETF 6.1 41 6 8.8 +4.9
GGRW Gabelli Growth Innovators ETF 6.0 90 -43 3.2 -0.6
XTL SPDR S&P Telecom ETF 6.0 35 12 10.0 +6.1
BOSS Global X Founder-Run Companies ETF 5.9 45 2 3.3 -0.5
SRHQ SRH U.S. Quality ETF 5.8 35 12 9.0 +5.2
SKYY First Trust Cloud Computing ETF 5.7 60 -13 3.8 -0.0
MISL First Trust Indxx Aerospace & Defense ETF 5.7 60 -13 4.7 +0.9
IZRL ARK Israel Innovative Technology ETF 5.6 49 -2 0.6 -3.2
OALC OneAscent Large Cap Core ETF 5.5 82 -35 6.1 +2.2
BTEK BlackRock Future Tech ETF 5.4 88 -41 0.7 -3.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 5.4 75 -28 4.0 +0.2
AMID Argent Mid Cap ETF 5.3 52 -5 8.8 +5.0
PPA Invesco Aerospace & Defense ETF 5.3 61 -14 4.6 +0.8
BTHM BlackRock Future U.S. Themes ETF 5.1 60 -13 6.0 +2.1
TRFM AAM Transformers ETF 5.1 49 -2 1.6 -2.2
XT iShares Exponential Technologies ETF 4.9 46 1 3.9 +0.0
RAYD Rayliant Quantitative Developed Market Equity ETF 4.9 80 -33 8.9 +5.1
FDN First Trust Dow Jones Internet Index Fund 4.9 52 -5 2.7 -1.1
OGIG O'Shares Global Internet Giants ETF 4.7 48 -1 0.2 -3.7
IDAT iShares Cloud 5G and Tech ETF 4.6 47 0 5.8 +2.0
QGRO American Century STOXX U.S. Quality Growth ETF 4.4 29 18 6.7 +2.9
GVIP Goldman Sachs Hedge Industry VIP ETF 4.4 45 2 4.5 +0.6
QTUM Defiance Quantum ETF 4.3 40 7 8.2 +4.4
BWEB Bitwise Web3 ETF 4.2 85 -38 2.0 -1.8
PRAY FIS Biblically Responsible Risk Managed ETF 4.2 68 -21 6.8 +3.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 4.1 101 -54 0.8 -3.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 4.0 60 -13 8.5 +4.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -11 5.3 +1.5
TTAC TrimTabs US Free Cash Flow Quality ETF 4.0 59 -12 6.8 +2.9
CACG ClearBridge All Cap Growth ETF 4.0 54 -7 3.9 +0.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 27 5.4 +1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 12 5.6 +1.7
ITAN Sparkline Intangible Value ETF 3.9 50 -3 7.0 +3.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.8 15 32 6.4 +2.6
QQQN VictoryShares Nasdaq Next 50 ETF 3.8 18 29 6.9 +3.0
SAMT Strategas Macro Thematic Opportunities ETF 3.7 65 -18 4.0 +0.1
TMFS Motley Fool Small Cap Growth ETF 3.7 85 -38 1.8 -2.0
ERSX ERShares NextGen Entrepreneurs ETF 3.6 75 -28 7.1 +3.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.6 35 12 7.6 +3.8
FCLD Fidelity Cloud Computing ETF 3.5 39 8 4.1 +0.2
CWS AdvisorShares Focused Equity ETF 3.5 65 -18 5.7 +1.9
FFND Future Fund Active ETF 3.5 100 -53 2.1 -1.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.5 15 32 4.4 +0.6
PSCT Invesco S&P SmallCap Information Technology ETF 3.5 29 18 6.6 +2.7
MDCP VictoryShares THB Mid Cap ESG ETF 3.4 55 -8 6.1 +2.3
MOTE VanEck Morningstar ESG Moat ETF 3.3 49 -2 6.3 +2.5
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.3 80 -33 7.5 +3.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.2 95 -48 2.5 -1.4
VALQ American Century STOXX U.S. Quality Value ETF 3.2 29 18 8.5 +4.7
DIP BTD Capital Fund 3.2 129 -82 7.3 +3.5
IVES Wedbush ETFMG Global Cloud Technology ETF 3.1 68 -21 3.5 -0.3
XNTK SPDR NYSE Technology ETF 3.1 35 12 4.4 +0.6
LZRD Parabla Innovation ETF 3.1 69 -22 -8.7 -12.5
USMV iShares Edge MSCI Min Vol USA ETF 3.1 15 32 6.4 +2.6
ARB AltShares Merger Arbitrage ETF 3.1 76 -29 7.5 +3.7
KOMP SPDR Kensho New Economies Composite ETF 3.0 20 27 -0.4 -4.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.0 18 29 6.3 +2.5
FDG American Century Focused Dynamic Growth ETF 3.0 45 2 3.1 -0.8
KOIN Innovation Shares NextGen Protocol ETF 3.0 75 -28 6.6 +2.7
MRND IQ U.S. Mid Cap R&D Leaders ETF 3.0 16 31 3.6 -0.2
LOUP Innovator Loup Frontier Tech ETF 3.0 70 -23 2.6 -1.2
IYZ iShares U.S. Telecommunications ETF 2.9 40 7 10.1 +6.3
WGRO WisdomTree U.S. Growth & Momentum Fund 2.9 55 -8 7.3 +3.4
VGT Vanguard Information Technology Index Fund 2.9 10 37 5.5 +1.7
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 39 5.5 +1.7
INNO Harbor Disruptive Innovation ETF 2.9 75 -28 -3.5 -7.3
LGLV SPDR Russell 1000 Low Volatility ETF 2.9 12 35 5.9 +2.1
HAPY Harbor Corporate Culture Leaders ETF 2.9 50 -3 4.4 +0.6
RPG Invesco S&P 500 Pure Growth ETF 2.8 35 12 8.0 +4.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -12 4.3 +0.5
NXTG First Trust Indxx NextG ETF 2.8 70 -23 8.1 +4.3
PTF Invesco DWA Technology Momentum ETF 2.8 60 -13 1.6 -2.2
IGM iShares Expanded Tech Sector ETF 2.8 41 6 5.4 +1.5
ANEW ProShares MSCI Transformational Changes ETF 2.7 45 2 5.9 +2.1
IYW iShares U.S. Technology ETF 2.7 39 8 5.4 +1.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.7 45 2 2.3 -1.5
PTEC Global X PropTech ETF 2.7 50 -3 2.8 -1.0
TMFM Motley Fool Mid-Cap Growth ETF 2.7 85 -38 4.3 +0.4
MOON Direxion Moonshot Innovators ETF 2.7 65 -18 -9.5 -13.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 2.7 85 -38 5.8 +1.9
HLGE Hartford Longevity Economy ETF 2.6 44 3 8.8 +4.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.6 65 -18 3.5 -0.3
XMLV Invesco S&P MidCap Low Volatility ETF 2.6 25 22 7.4 +3.6
LRGE ClearBridge Large Cap Growth ESG ETF 2.5 59 -12 3.7 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 2.5 50 -3 8.3 +4.5
SXQG 6 Meridian Quality Growth ETF 2.5 100 -53 5.0 +1.2
BRNY Burney U.S. Factor Rotation ETF 2.5 79 -32 6.6 +2.7
XMMO Invesco S&P MidCap Momentum ETF 2.5 33 14 6.5 +2.7
VXF Vanguard Extended Market Index Fund 2.4 6 41 4.3 +0.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.4 85 -38 6.4 +2.6
XPND First Trust Expanded Technology ETF 2.4 65 -18 5.4 +1.6
IWO iShares Russell 2000 Growth ETF 2.4 24 23 1.8 -2.1
VTWG Vanguard Russell 2000 Growth Index Fund 2.3 15 32 1.7 -2.1
RBLD First Trust Alerian US NextGen Infrastructure ETF 2.3 65 -18 5.6 +1.7
BFTR Future Innovators ETF 2.3 80 -33 2.4 -1.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 2.3 50 -3 4.0 +0.1
IPDP Dividend Performers ETF 2.3 106 -59 5.8 +1.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.3 50 -3 5.4 +1.6
QLV FlexShares US Quality Low Volatility Index Fund 2.2 22 25 5.9 +2.1
IWP iShares Russell Mid-Cap Growth ETF 2.2 23 24 4.5 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 2.2 13 34 2.7 -1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.2 60 -13 5.4 +1.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 35 6.1 +2.2
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.2 65 -18 2.4 -1.4
IETC iShares Evolved U.S. Technology ETF 2.2 18 29 5.2 +1.4
VUSE Vident Core US Equity Fund 2.1 50 -3 6.3 +2.5
ROUS Hartford Multifactor US Equity ETF 2.1 19 28 8.3 +4.5
VOT Vanguard Mid-Cap Growth Index Fund 2.1 7 40 5.1 +1.2
FIXT Procure Disaster Recovery Strategy ETF 2.1 75 -28 5.5 +1.6
JQUA JPMorgan U.S. Quality Factor ETF 2.0 12 35 6.5 +2.7
NUMG Nuveen ESG Mid-Cap Growth ETF 2.0 31 16 4.5 +0.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.0 96 -49 5.7 +1.8
FTGS First Trust Growth Strength ETF 2.0 60 -13 7.8 +4.0
EWGS iShares MSCI Germany Small Cap ETF 1.9 59 -12 9.9 +6.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.9 20 27 9.0 +5.2
SNSR Global X Internet of Things Thematic ETF 1.9 68 -21 4.9 +1.0
AUSF Global X Adaptive U.S. Factor ETF 1.9 27 20 6.3 +2.4
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.9 48 -1 7.9 +4.0
WLDR Affinity World Leaders Equity ETF 1.9 67 -20 9.3 +5.5
IMOM Alpha Architect International Quantitative Momentum ETF 1.9 49 -2 6.3 +2.5
IMCG iShares Morningstar Mid-Cap Growth ETF 1.8 6 41 4.8 +1.0
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.8 65 -18 7.1 +3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.7 63 -16 3.5 -0.4
XLK Technology Select Sector SPDR Fund 1.7 10 37 6.0 +2.2
WUGI AXS Esoterica NextG Economy ETF 1.7 75 -28 3.2 -0.7
RUNN Running Oak Efficient Growth ETF 1.7 58 -11 6.0 +2.2
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 27 5.3 +1.5
RESP WisdomTree US ESG Fund of Benef Interest 1.6 28 19 6.8 +3.0
LRGF iShares Edge MSCI Multifactor USA ETF 1.6 8 39 6.9 +3.1
GURU Global X Guru Index ETF 1.6 75 -28 5.0 +1.2
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.6 35 12 8.8 +5.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.6 20 27 7.7 +3.9
QGRW WisdomTree U.S. Quality Growth Fund 1.6 28 19 5.7 +1.8
SIZE iShares MSCI USA Size Factor ETF 1.6 15 32 6.8 +3.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.6 20 27 8.8 +5.0
FEX First Trust Large Cap Core AlphaDEX Fund 1.6 59 -12 7.1 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 41 2.3 -1.5
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 1.5 20 27 5.8 +2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.5 75 -28 6.3 +2.5
AIQ Global X Future Analytics Tech ETF 1.5 68 -21 5.0 +1.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -28 4.8 +1.0
QQQM Invesco NASDAQ 100 ETF 1.5 15 32 5.2 +1.4
QQQ Invesco QQQ Trust 1.5 20 27 5.3 +1.5
EUSA iShares MSCI USA Equal Weighted ETF 1.5 9 38 7.0 +3.1
FDLO Fidelity Low Volatility Factor ETF 1.5 29 18 5.8 +2.0
ISMD Inspire Small/Mid Cap Impact ETF 1.5 54 -7 5.6 +1.8
BKUS BNY Mellon Sustainable US Equity ETF 1.5 50 -3 5.3 +1.5
PWB Invesco Dynamic Large Cap Growth ETF 1.5 56 -9 3.8 0.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.5 60 -13 7.8 +4.0
PNQI Invesco NASDAQ Internet ETF 1.5 60 -13 2.9 -1.0
SMDY Syntax Stratified MidCap ETF 1.4 35 12 8.0 +4.2
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 34 7.9 +4.0
ARKW ARK Web x.0 ETF 1.4 88 -41 -5.2 -9.0
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 37 5.7 +1.9
PDP Invesco DWA Momentum ETF 1.4 62 -15 4.7 +0.9
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 22 9.2 +5.3
STXK Strive Small-Cap ETF 1.4 18 29 5.8 +2.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.4 14 33 7.1 +3.3
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 30 7.2 +3.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.4 15 32 7.2 +3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 15 32 7.2 +3.3
FLRG Fidelity U.S. Multifactor ETF 1.4 29 18 7.8 +4.0
SFY SoFi Select 500 ETF 1.4 0 47 5.6 +1.8
VEGN US Vegan Climate ETF 1.4 60 -13 5.3 +1.5
ETHO Etho Climate Leadership U.S. ETF 1.4 47 0 5.5 +1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.4 80 -33 7.1 +3.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.4 30 17 9.2 +5.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 43 6.6 +2.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.3 24 23 9.2 +5.3
TMFX Motley Fool Next Index ETF 1.3 50 -3 3.9 +0.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 1.3 65 -18 9.6 +5.7
JHSC John Hancock Multifactor Small Cap ETF 1.3 42 5 7.1 +3.2
GRPM Invesco S&P MidCap 400 GARP ETF 1.3 35 12 11.8 +8.0
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -42 5.6 +1.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 1.3 50 -3 7.4 +3.5
FLDZ RiverNorth Volition America Patriot ETF 1.3 75 -28 6.5 +2.7
TTAI TrimTabs All Cap International Free-Cash-Flow ETF 1.3 59 -12 8.1 +4.3
EWT iShares MSCI Taiwan ETF 1.3 57 -10 6.9 +3.1
QDIV Global X S&P 500 Quality Dividend ETF 1.3 20 27 9.8 +5.9
TPLC Timothy Plan US Large Cap Core ETF 1.3 52 -5 6.6 +2.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.3 58 -11 6.5 +2.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.3 45 2 2.1 -1.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.3 17 30 8.0 +4.2
METV Roundhill Ball Metaverse ETF 1.3 59 -12 4.5 +0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.3 25 22 8.7 +4.9
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 43 6.9 +3.1
JHMM John Hancock Multifactor Mid Cap ETF 1.2 41 6 7.7 +3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.2 4 43 6.9 +3.1
NULC Nuveen ESG Large-Cap ETF 1.2 21 26 6.0 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.2 20 27 7.9 +4.1
VBR Vanguard Small Cap Value Index Fund 1.2 7 40 9.2 +5.4
VB Vanguard Small-Cap ETF 1.2 5 42 6.2 +2.3
LETB AdvisorShares Let Bob AI Powered Momentum ETF 1.2 107 -60 5.0 +1.2
VBK Vanguard Small-Cap Growth Index Fund 1.2 7 40 1.5 -2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.2 9 38 7.0 +3.1
SSLY Syntax Stratified SmallCap ETF 1.2 40 7 8.1 +4.3
IXN iShares Global Tech ETF 1.2 41 6 5.5 +1.6
FDWM Fidelity Women's Leadership ETF 1.2 59 -12 5.9 +2.1
TMFC Motley Fool 100 Index ETF 1.2 50 -3 4.5 +0.6
CZA Invesco Zacks Mid-Cap ETF 1.2 69 -22 7.3 +3.4
RNMC Mid Cap US Equity Select ETF 1.2 60 -13 8.8 +5.0
FVD First Trust Value Line Dividend Index Fund 1.2 65 -18 6.8 +3.0
FSMD Fidelity Small-Mid Factor ETF 1.2 29 18 8.3 +4.5
EDEN iShares MSCI Denmark Capped ETF 1.2 53 -6 6.8 +2.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -13 6.4 +2.6
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.2 80 -33 6.0 +2.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.2 21 26 4.2 +0.3
VIRS Pacer BioThreat Strategy ETF 1.2 70 -23 7.2 +3.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.2 30 17 5.9 +2.1
MOAT VanEck Morningstar Wide Moat ETF 1.2 46 1 6.3 +2.5
IWR iShares Russell Midcap ETF 1.2 18 29 6.6 +2.8
IWM iShares Russell 2000 ETF 1.2 19 28 4.6 +0.7
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 43 6.7 +2.9
SCHA Schwab U.S. Small-Cap ETF 1.1 4 43 5.6 +1.8
VTWO Vanguard Russell 2000 Index Fund 1.1 10 37 4.6 +0.8
GLOF iShares Global Equity Factor ETF 1.1 20 27 9.0 +5.2
EQAL Invesco Russell 1000 Equal Weight ETF 1.1 20 27 7.2 +3.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.1 25 22 10.0 +6.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 18 10.9 +7.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 17 9.5 +5.6
CFA VictoryShares US 500 Volatility Weighted Index ETF 1.1 35 12 7.1 +3.2
VO Vanguard Mid-Cap Index Fund 1.1 4 43 6.7 +2.8
WCEO Hypatia Women CEO ETF 1.1 85 -38 6.3 +2.5
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.1 36 11 7.0 +3.2
FLTW Franklin FTSE Taiwan ETF 1.1 19 28 7.3 +3.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.1 15 32 8.2 +4.3
ISCB iShares Morningstar Small-Cap ETF 1.1 4 43 5.9 +2.1
DSTL Distillate US Fundamental Stability & Value ETF 1.1 39 8 8.2 +4.4
QUS SPDR MSCI USA StrategicFactors ETF 1.1 15 32 6.7 +2.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 43 4.9 +1.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.0 60 -13 11.0 +7.2
SSPY Syntax Stratified LargeCap ETF 1.0 30 17 7.4 +3.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 37 5.4 +1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 27 7.5 +3.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -5 7.1 +3.3
DWMF WisdomTree International Multifactor Fund 1.0 38 9 8.0 +4.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 -13 11.3 +7.5
JGRO JPMorgan Active Growth ETF 1.0 44 3 4.0 +0.1
IWF iShares Russell 1000 Growth ETF 1.0 19 28 5.3 +1.5
DON WisdomTree U.S. MidCap Dividend Fund 1.0 38 9 9.6 +5.8
VONG Vanguard Russell 1000 Growth Index Fund 1.0 8 39 5.4 +1.6
ILCG iShares Morningstar Growth ETF 1.0 4 43 4.6 +0.8
MDY SPDR S&P Midcap 400 ETF Trust 1.0 23 24 8.0 +4.2
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 35 9.5 +5.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.0 9 38 6.6 +2.8
PEXL Pacer US Export Leaders ETF 1.0 60 -13 6.7 +2.9
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 22 6.7 +2.8
SPHB Invesco S&P 500 High Beta ETF 0.9 25 22 6.2 +2.3
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -13 5.8 +2.0
IJH iShares Core S&P Mid-Cap ETF 0.9 5 42 8.2 +4.4
SPMD SPDR Portfolio Mid Cap ETF 0.9 3 44 8.2 +4.4
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 10 37 8.2 +4.3
IWFH iShares Virtual Work and Life Multisector ETF 0.9 47 0 -1.3 -5.1
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 15 32 5.0 +1.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.9 15 32 6.2 +2.4
OSCV Opus Small Cap Value Plus ETF 0.9 79 -32 6.4 +2.6
RECS Columbia Research Enhanced Core ETF 0.9 15 32 6.7 +2.9
STXG Strive 1000 Growth ETF 0.9 18 29 5.1 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 23 8.9 +5.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.9 39 8 4.8 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 -7 7.3 +3.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -28 8.3 +4.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 33 5.9 +2.1
TPHD Timothy Plan High Dividend Stock ETF 0.9 52 -5 6.9 +3.1
YPS Arrow Reverse Cap 500 ETF 0.9 29 18 6.8 +3.0
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 0.9 61 -14 7.7 +3.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.9 9 38 5.2 +1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 0.9 15 32 5.6 +1.7
FQAL Fidelity Quality Factor ETF 0.9 29 18 6.1 +2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.9 7 40 6.0 +2.1
SDG iShares Sustainable MSCI Global Impact ETF 0.9 49 -2 6.7 +2.9
PSC Principal U.S. Small Cap Index ETF 0.8 38 9 8.6 +4.8
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.8 70 -23 4.3 +0.4
HAPI Harbor Corporate Culture ETF 0.8 36 11 5.5 +1.6
SLYG SPDR S&P 600 Small Cap Growth ETF 0.8 15 32 7.0 +3.2
IJT iShares S&P Small-Cap 600 Growth ETF 0.8 25 22 6.9 +3.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.8 15 32 7.1 +3.2
SFYX Sofi Next 500 ETF 0.8 0 47 6.2 +2.3
VUG Vanguard Growth Index Fund 0.8 4 43 4.8 +1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 0.8 18 29 8.7 +4.9
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 0.8 49 -2 6.1 +2.2
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 0.8 15 32 7.4 +3.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.8 7 40 5.9 +2.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 35 6.1 +2.3
HDUS Hartford Disciplined US Equity ETF 0.8 19 28 7.0 +3.1
RSP Invesco S&P 500 Equal Weight ETF 0.8 20 27 7.1 +3.3
DFAS Dimensional U.S. Small Cap ETF 0.8 26 21 6.9 +3.1
AFMC First Trust Active Factor Mid Cap ETF 0.8 65 -18 9.7 +5.9
IQDE FlexShares International Quality Dividend Defensive Index ET 0.8 47 0 12.5 +8.7
BLES Inspire Global Hope Large Cap ETF 0.8 61 -14 7.1 +3.3
IWY iShares Russell Top 200 Growth ETF 0.8 20 27 5.4 +1.6
ESGV Vanguard ESG U.S. Stock ETF 0.8 9 38 5.7 +1.9
DFSU Dimensional US Sustainability Core 1 ETF 0.8 18 29 6.7 +2.9
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 0.8 20 27 6.6 +2.8
WRND IQ Global Equity R&D Leaders ETF 0.8 18 29 8.2 +4.3
HLAL Wahed FTSE USA Shariah ETF 0.8 50 -3 5.4 +1.6
IQSU IQ Candriam ESG US Equity ETF 0.7 9 38 5.5 +1.6
KLDW Gavekal Knowledge Leaders Developed World ETF 0.7 75 -28 5.8 +2.0
XSLV Invesco S&P SmallCap Low Volatility ETF 0.7 25 22 7.2 +3.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 37 5.3 +1.5
MGK Vanguard Mega Cap Growth ETF 0.7 7 40 4.9 +1.0
JHML John Hancock Multifactor Large Cap ETF 0.7 29 18 6.4 +2.6
GDEF Goldman Sachs Defensive Equity ETF 0.7 55 -8 5.1 +1.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 8 9.7 +5.8
QWLD SPDR MSCI World StrategicFactors ETF 0.7 30 17 7.6 +3.7
IWS iShares Russell Mid-Cap Value ETF 0.7 23 24 7.6 +3.8
KEMQ Kraneshares Emerging Markets Consumer Technology Index ETF 0.7 60 -13 -0.5 -4.4
VWID Virtus WMC International Dividend ETF 0.7 49 -2 9.9 +6.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.7 71 -24 2.0 -1.8
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -23 12.3 +8.5
NACP Impact Shares NAACP Minority Empowerment ETF 0.7 49 -2 5.6 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 0.7 12 35 8.2 +4.4
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -8 12.3 +8.5
VTI Vanguard Total Stock Market Index Fund 0.7 3 44 5.7 +1.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.7 6 41 9.1 +5.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.7 10 37 6.3 +2.5
SMMD iShares Russell 2500 ETF 0.7 15 32 6.8 +3.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.7 3 44 5.8 +2.0
SCHB Schwab U.S. Broad Market ETF 0.7 3 44 5.9 +2.0
SCHK Schwab 1000 Index ETF 0.7 5 42 6.0 +2.1
FIDU Fidelity MSCI Industrials Index ETF 0.7 8 39 5.6 +1.7
IWV iShares Russell 3000 ETF 0.7 20 27 5.6 +1.8
VTHR Vanguard Russell 3000 Index Fund 0.7 10 37 5.7 +1.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -12 8.3 +4.4
IYY iShares Dow Jones U.S. ETF 0.7 20 27 5.8 +1.9
VIS Vanguard Industrials Index Fund 0.7 10 37 5.3 +1.5
SUSA iShares MSCI USA ESG Select ETF 0.7 25 22 6.1 +2.3
PBUS Invesco PureBeta MSCI USA ETF 0.7 4 43 5.9 +2.1
AVUS Avantis U.S. Equity ETF 0.6 15 32 6.9 +3.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 59 -12 8.3 +4.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 0.6 2 45 5.9 +2.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 18 8.4 +4.6
FPX First Trust US IPO Index Fund 0.6 61 -14 0.6 -3.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.6 12 35 8.6 +4.8
RVRB Reverb ETF 0.6 30 17 5.8 +1.9
FEM First Trust Emerging Markets AlphaDEX Fund 0.6 80 -33 15.6 +11.8
IWB iShares Russell 1000 ETF 0.6 15 32 5.8 +2.0
DFUS Dimensional U.S. Equity ETF 0.6 9 38 5.8 +2.0
VONE Vanguard Russell 1000 ETF 0.6 8 39 5.8 +2.0
ILCB iShares Morningstar U.S. Equity ETF 0.6 3 44 5.9 +2.1
SCHX Schwab U.S. Large-Cap ETF 0.6 3 44 5.9 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -23 3.4 -0.4
VV Vanguard Large-Cap Index Fund 0.6 4 43 5.8 +2.0
RYJ Invesco Raymond James SB-1 Equity ETF 0.6 81 -34 4.2 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 0.6 7 40 5.8 +2.0
JOET Virtus Terranova US Quality Momentum ETF 0.6 29 18 6.3 +2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 0.6 20 27 5.7 +1.9
FCPI Fidelity Stocks for Inflation ETF 0.6 29 18 9.3 +5.5
IUSG iShares Core S&P US Growth ETF 0.6 4 43 6.0 +2.2
VDNI V-Shares US Leadership Diversity ETF 0.6 29 18 6.2 +2.4
STRV Strive 500 ETF 0.6 5 42 5.8 +2.0
DEHP Dimensional Emerging Markets High Profitability ETF 0.6 41 6 7.7 +3.9
ESG FlexShares STOXX US ESG Impact Index Fund 0.6 32 15 5.6 +1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.6 12 35 5.5 +1.7
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.6 15 32 8.5 +4.7
DGRE WisdomTree Emerging Markets Quality Dividend Growth Fund 0.6 32 15 7.7 +3.9
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.6 20 27 7.8 +3.9
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.6 15 32 7.1 +3.2
ISCV iShares Morningstar Small Cap Value ETF 0.6 6 41 9.1 +5.3
VOTE Engine No. 1 Transform 500 ETF 0.6 5 42 5.8 +2.0
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF 0.6 41 6 8.6 +4.8
IVW iShares S&P 500 Growth ETF 0.6 18 29 5.8 +2.0
SPYG SPDR Portfolio S&P 500 Growth ETF 0.6 4 43 6.0 +2.2
VOOG Vanguard S&P 500 Growth ETF 0.6 10 37 5.9 +2.1
DFLV Dimensional US Large Cap Value ETF 0.6 22 25 9.1 +5.2
ROCI ROC ETF 0.6 49 -2 5.3 +1.4
GVLU Gotham 1000 Value ETF 0.6 50 -3 9.6 +5.8
BFOR Barron's 400 ETF 0.5 65 -18 8.7 +4.9
KRMA Global X Conscious Companies ETF 0.5 43 4 6.4 +2.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 18 7.6 +3.7
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 0.5 25 22 6.6 +2.8
RAYE Rayliant Quantamental Emerging Market Equity ETF 0.5 80 -33 13.0 +9.1
DFAU Dimensional US Core Equity Market ETF 0.5 12 35 6.0 +2.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.5 15 32 8.5 +4.6
KOKU Xtrackers MSCI Kokusai Equity ETF 0.5 9 38 6.5 +2.6
MGC Vanguard Mega Cap Index Fund 0.5 7 40 5.7 +1.8
WWJD Inspire International ESG ETF 0.5 80 -33 7.9 +4.1
CSML IQ Chaikin U.S. Small Cap ETF 0.5 35 12 6.8 +3.0
TOK iShares MSCI Kokusai ETF 0.5 25 22 6.2 +2.4
DSI iShares MSCI KLD 400 Social ETF 0.5 25 22 5.9 +2.1
EZM WisdomTree U.S. MidCap Earnings Fund 0.5 38 9 11.1 +7.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.5 11 36 5.9 +2.1
ESGU iShares MSCI USA ESG Optimized ETF 0.5 15 32 5.9 +2.0
ARKF ARK Fintech Innovation ETF 0.5 75 -28 -1.9 -5.7
XSHQ Invesco S&P SmallCap Quality ETF 0.5 30 17 10.5 +6.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.5 12 35 8.5 +4.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.5 15 32 8.7 +4.9
XJR iShares ESG Screened S&P Small-Cap ETF 0.5 12 35 7.9 +4.0
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.5 42 5 6.5 +2.6
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.5 17 30 6.3 +2.4
URTH iShares MSCI World ETF 0.5 24 23 6.4 +2.6
TMFG Motley Fool Global Opportunities ETF 0.5 85 -38 4.0 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.5 17 30 6.6 +2.7
FFTY Innovator IBD 50 ETF 0.5 80 -33 2.9 -1.0
JEMA JPMorgan Emerging Markets Equity Core ETF 0.5 33 14 7.7 +3.9
SCHC Schwab International Small-Cap Equity ETF 0.5 11 36 6.2 +2.4
RAFE PIMCO RAFI ESG U.S. ETF 0.5 29 18 8.2 +4.4
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -8 7.4 +3.6
STLV iShares Factors US Value Style ETF 0.5 25 22 9.4 +5.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.5 35 12 8.3 +4.5
IEUS iShares MSCI Europe Small-Cap ETF 0.5 40 7 6.7 +2.9
IWL iShares Russell Top 200 ETF 0.5 15 32 5.6 +1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 0.5 0 47 5.7 +1.9
VT Vanguard Total World Stock ETF 0.5 7 40 6.6 +2.8
EES WisdomTree SmallCap Earnings Fund 0.5 38 9 12.5 +8.6
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 32 7.4 +3.6
ACWI iShares MSCI ACWI ETF 0.5 32 15 6.5 +2.7
IUS Invesco Strategic US ETF 0.5 19 28 8.1 +4.2
BUZZ VanEck Social Sentiment ETF 0.5 75 -28 1.1 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.5 75 -28 5.5 +1.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.4 10 37 8.5 +4.7
ISCF iShares Edge MSCI Multifactor Intl Small-Cap ETF 0.4 23 24 8.7 +4.9
IJR iShares Core S&P Small Cap ETF 0.4 6 41 8.5 +4.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.4 3 44 8.6 +4.8
DSTX Distillate International Fundamental Stability & Value ETF 0.4 39 8 12.2 +8.4
AIEQ AI Powered Equity ETF 0.4 75 -28 5.3 +1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.4 20 27 6.9 +3.1
SPXN ProShares S&P 500 Ex-Financials ETF 0.4 9 38 6.0 +2.1
EWUS iShares MSCI United Kingdom Small Cap ETF 0.4 59 -12 8.1 +4.3
EPS WisdomTree U.S. Earnings 500 Fund 0.4 8 39 7.2 +3.4
SPXV ProShares S&P 500 Ex-Health Care ETF 0.4 9 38 5.6 +1.8
MDYV SPDR S&P 400 Mid Cap Value ETF 0.4 15 32 9.4 +5.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 15 32 9.3 +5.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 29 9.2 +5.4
DFUV Dimensional US Marketwide Value ETF 0.4 22 25 8.6 +4.8
FTA First Trust Large Cap Value AlphaDEX Fund 0.4 59 -12 10.1 +6.3
ROSC Hartford Multifactor Small Cap ETF 0.4 34 13 11.3 +7.5
JPEM J.P. Morgan Diversified Return Emerging Markets Equity ETF 0.4 44 3 10.2 +6.3
FAB First Trust Multi Cap Value AlphaDEX Fund 0.4 67 -20 11.0 +7.2
IDHQ Invesco S&P International Developed Quality ETF 0.4 29 18 8.1 +4.2
IWC iShares Micro-Cap ETF 0.4 60 -13 -3.9 -7.7
SPTM SPDR Portfolio Total Stock Market ETF 0.4 3 44 6.2 +2.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.4 15 32 12.4 +8.6
HDMV First Trust Horizon Managed Volatility Developed Intl ETF 0.4 80 -33 7.1 +3.3
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF 0.4 30 17 9.5 +5.7
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 0.4 7 40 6.6 +2.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.4 9 38 5.9 +2.1
DWLD Davis Select Worldwide ETF 0.4 62 -15 7.4 +3.5
CATH Global X S&P 500 Catholic Values Custom ETF 0.4 29 18 5.8 +2.0
IPO Renaissance IPO ETF 0.4 60 -13 -7.1 -10.9
FNDX Schwab Fundamental U.S. Large Co. Index ETF 0.4 25 22 7.7 +3.9
TPSC Timothy Plan US Small Cap Core ETF 0.4 52 -5 8.6 +4.8
IVV iShares Core S&P 500 ETF 0.4 3 44 6.0 +2.2
SPY SPDR S&P 500 ETF Trust 0.4 9 38 5.9 +2.1
SPLG SPDR Portfolio S&P 500 ETF 0.4 2 45 6.0 +2.2
VOO VANGUARD S&P 500 ETF 0.4 3 44 6.0 +2.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 0.4 25 22 7.6 +3.8
VTV Vanguard Value Index Fund 0.4 4 43 7.8 +3.9
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.3 35 12 8.6 +4.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.3 37 10 8.6 +4.8
SUSL iShares ESG MSCI USA Leaders ETF 0.3 10 37 5.9 +2.1
ISZE iShares Edge MSCI Intl Size Factor ETF 0.3 30 17 7.3 +3.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.3 10 37 6.0 +2.1
QEFA SPDR MSCI EAFE Quality Mix ETF 0.3 30 17 8.3 +4.4
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.3 35 12 8.4 +4.5
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.3 29 18 10.2 +6.4
AOTG AOT Growth and Innovation ETF 0.3 75 -28 3.6 -0.2
PRF Invesco FTSE RAFI US 1000 ETF 0.3 39 8 7.6 +3.8
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.3 42 5 6.4 +2.6
SQLV Legg Mason Small-Cap Quality Value 0.3 60 -13 10.4 +6.6
DMXF iShares ESG Advanced MSCI EAFE ETF 0.3 12 35 6.5 +2.6
NUSC Nuveen ESG Small-Cap ETF 0.3 31 16 6.2 +2.4
AFSM First Trust Active Factor Small Cap ETF 0.3 77 -30 9.8 +6.0
QINT American Century Quality Diversified International ETF 0.3 39 8 8.9 +5.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.3 49 -2 5.3 +1.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.3 39 8 6.4 +2.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 27 11.4 +7.6
PAVE Global X U.S. Infrastructure Development ETF 0.3 47 0 6.9 +3.0
VFMF Vanguard U.S. Multifactor ETF 0.3 18 29 9.5 +5.7
RNDV US Equity Dividend Select ETF 0.3 50 -3 10.3 +6.4
EMGF iShares MSCI Emerging Markets Multifactor ETF 0.3 25 22 9.9 +6.1
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.3 19 28 8.5 +4.7
KRUZ Unusual Whales Subversive Republican Trading ETF 0.3 75 -28 4.8 +0.9
MGV Vanguard Mega Cap Value ETF 0.3 7 40 7.5 +3.7
RESD WisdomTree International ESG Fund 0.3 30 17 8.4 +4.5
IYJ iShares U.S. Industrials ETF 0.3 39 8 5.7 +1.9
GSJY Goldman Sachs ActiveBeta Japan Equity ETF 0.3 25 22 9.1 +5.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.3 9 38 6.4 +2.5
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 19 9.4 +5.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.3 60 -13 4.4 +0.6
DUHP Dimensional US High Profitability ETF 0.3 21 26 8.1 +4.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.3 39 8 10.0 +6.2
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF 0.3 45 2 9.3 +5.5
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -14 8.4 +4.5
EVUS iShares ESG Aware MSCI USA Value ETF 0.3 18 29 7.7 +3.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 32 5.5 +1.7
VONV Vanguard Russell 1000 Value Index Fund 0.3 8 39 7.5 +3.6
ILCV iShares Morningstar Value ETF 0.3 4 43 7.7 +3.9
DFIS Dimensional International Small Cap ETF 0.3 39 8 6.8 +2.9
IWD iShares Russell 1000 Value ETF 0.3 19 28 7.4 +3.6
EFG iShares MSCI EAFE Growth ETF 0.3 35 12 5.8 +2.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 9 7.2 +3.4
REVS Columbia Research Enhanced Value ETF 0.3 19 28 8.6 +4.8
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -12 2.3 -1.6
EMXF iShares ESG Advanced MSCI EM ETF 0.3 16 31 8.5 +4.7
ESGN Columbia Sustainable International Equity Income ETF 0.2 45 2 9.3 +5.5
VFVA Vanguard U.S. Value Factor ETF 0.2 13 34 11.5 +7.7
NUDV Nuveen ESG Dividend ETF 0.2 26 21 7.9 +4.1
VLUE iShares MSCI USA Value Factor ETF 0.2 15 32 11.9 +8.1
JRNY ALPS Global Travel Beneficiaries ETF 0.2 65 -18 0.8 -3.0
XC WisdomTree Emerging Markets Ex-China Fund 0.2 32 15 6.8 +3.0
DIVB iShares Core Dividend 0.2 5 42 9.0 +5.1
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 0.2 39 8 6.4 +2.6
SCHV Schwab U.S. Large-Cap Value ETF 0.2 4 43 7.5 +3.7
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF 0.2 35 12 7.7 +3.9
IQLT iShares Edge MSCI Intl Quality Factor ETF 0.2 30 17 8.2 +4.4
DXJ WisdomTree Japan Hedged Equity Fund 0.2 48 -1 9.3 +5.5
HKND Humankind US Stock ETF 0.2 11 36 7.3 +3.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.2 3 44 7.6 +3.8
XVV iShares ESG Screened S&P 500 ETF 0.2 8 39 5.9 +2.1
IPKW Invesco International BuyBack Achievers ETF 0.2 55 -8 9.8 +5.9
IDEV iShares Core MSCI International Developed Markets ETF 0.2 4 43 7.8 +3.9
IEFA iShares Core MSCI EAFE ETF 0.2 7 40 7.7 +3.9
FDEV Fidelity Targeted International Factor ETF 0.2 39 8 9.4 +5.5
AVDE Avantis International Equity ETF 0.2 23 24 8.9 +5.1
DFAE Dimensional Emerging Core Equity Market ETF 0.2 35 12 8.5 +4.7
IQSI IQ Candriam ESG International Equity ETF 0.2 15 32 8.5 +4.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 0.2 20 27 5.8 +2.0
EFAX SPDR MSCI EAFE Fossil Fuel Free ETF 0.2 20 27 7.6 +3.8
JHEM John Hancock Multifactor Emerging Markets ETF 0.2 49 -2 8.9 +5.1
XCEM Columbia EM Core ex-China ETF 0.2 16 31 0.0 -3.8
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 22 8.9 +5.0
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 0.2 32 15 6.7 +2.9
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF 0.2 25 22 7.4 +3.5
SNPE Xtrackers S&P 500 ESG ETF 0.2 10 37 6.0 +2.2
RNLC Large Cap US Equity Select ETF 0.2 60 -13 7.5 +3.7
IXUS ishares Core MSCI Total International Stock ETF 0.2 7 40 7.8 +4.0
NUMV Nuveen ESG Mid-Cap Value ETF 0.2 31 16 9.1 +5.2
GWX SPDR S&P International Small Cap ETF 0.2 40 7 5.9 +2.0
GMF SPDR S&P Emerging Asia Pacific ETF 0.2 49 -2 7.5 +3.6
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.2 38 9 11.0 +7.2
GSPY Gotham Enhanced 500 ETF 0.2 50 -3 6.2 +2.4
IUSV iShares Core S&P U.S. Value ETF 0.2 4 43 6.8 +2.9
EMXC iShares MSCI Emerging Markets ex China ETF 0.2 25 22 7.0 +3.2
EFA iShares MSCI EAFE ETF 0.2 32 15 7.7 +3.9
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 0.2 15 32 6.0 +2.1
ROAM Hartford Multifactor Emerging Markets ETF 0.2 44 3 12.7 +8.9
EEMA iShares MSCI Emerging Markets Asia ETF 0.2 49 -2 7.7 +3.9
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.2 35 12 7.6 +3.8
GSID Goldman Sachs MarketBeta International Equity ETF 0.2 20 27 8.2 +4.4
EWJ iShares MSCI Japan ETF 0.2 50 -3 8.6 +4.8
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.2 28 19 6.5 +2.7
VLU SPDR S&P 1500 Value Tilt ETF 0.2 12 35 8.3 +4.5
DIM WisdomTree International MidCap Dividend Fund 0.2 58 -11 8.7 +4.8
SPYV SPDR Portfolio S&P 500 Value ETF 0.2 4 43 6.6 +2.8
JPXN iShares JPX-Nikkei 400 ETF 0.1 48 -1 10.0 +6.2
VOOV Vanguard S&P 500 Value ETF 0.1 10 37 6.5 +2.7
BBJP JPMorgan BetaBuilders Japan ETF 0.1 19 28 8.6 +4.7
IVE iShares S&P 500 Value ETF 0.1 18 29 6.4 +2.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.1 19 28 7.1 +3.3
DBJP Xtrackers MSCI Japan Hedged Equity ETF 0.1 46 1 8.4 +4.6
DFSI Dimensional International Sustainability Core 1 ETF 0.1 24 23 7.3 +3.5
VOE Vanguard Mid-Cap Value Index Fund 0.1 7 40 8.4 +4.6
ACWX iShares MSCI ACWI ex U.S. ETF 0.1 32 15 7.9 +4.1
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 8 6.3 +2.5
ACVF American Conservative Values ETF 0.1 75 -28 5.1 +1.3
STXE Strive Emerging Markets Ex-China ETF 0.1 32 15 7.1 +3.3
FLAX Franklin FTSE Asia Ex Japan ETF 0.1 19 28 8.0 +4.2
SNPV Xtrackers S&P ESG Value ETF 0.1 15 32 6.7 +2.9
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.1 41 6 7.8 +3.9
RESE WisdomTree Emerging Markets ESG Fund 0.1 32 15 8.4 +4.6
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.1 51 -4 11.3 +7.4
EWJV iShares MSCI Japan Value ETF 0.1 15 32 8.1 +4.2
STXV Strive 1000 Value ETF 0.1 18 29 8.4 +4.6
CWI SPDR MSCI ACWI ex-US ETF 0.1 30 17 8.0 +4.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 9 9.8 +6.0
IVLU iShares Edge MSCI Intl Value Factor ETF 0.1 30 17 11.5 +7.6
BKEM BNY Mellon Emerging Markets Equity ETF 0.1 11 36 4.0 +0.2
SCHE Schwab Emerging Markets Equity ETF 0.1 11 36 8.2 +4.4
DFEM Dimensional Emerging Markets Core Equity 2 ETF 0.1 38 9 8.9 +5.1
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Impr 0.1 15 32 9.4 +5.5
VWO Vanguard FTSE Emerging Markets ETF 0.1 8 39 8.2 +4.3
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 22 5.4 +1.5
DIHP Dimensional International High Profitability ETF 0.1 29 18 8.6 +4.7
FLJP Franklin FTSE Japan ETF 0.1 9 38 8.4 +4.6
RWL Invesco S&P 500 Revenue ETF 0.1 39 8 7.4 +3.6
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 8 11.8 +7.9
VSLU Applied Finance Valuation Large Cap ETF 0.1 49 -2 6.6 +2.8
SCJ iShares MSCI Japan Small-Cap ETF 0.1 50 -3 5.8 +1.9
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.1 49 -2 5.7 +1.8
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.1 69 -22 7.3 +3.5
EEMS iShares MSCI Emerging Markets Small Cap ETF 0.1 70 -23 6.8 +3.0
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.1 30 17 8.7 +4.9
IEMG iShares Core MSCI Emerging Markets ETF 0.1 9 38 8.1 +4.3
VSGX Vanguard ESG International Stock ETF 0.1 12 35 7.9 +4.0
DTD WisdomTree U.S.Total Dividend Fund 0.1 28 19 7.4 +3.6
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF 0.1 66 -19 7.7 +3.9
EEM iShares MSCI Emerging Markets ETF 0.1 68 -21 7.8 +4.0
JPIN JPMorgan Diversified Return International Equity ETF 0.1 37 10 9.9 +6.0
GSEE Goldman Sachs MarketBeta Emerging Markets Equity ETF 0.1 36 11 8.0 +4.2
DFIC Dimensional International Core Equity 2 ETF 0.1 23 24 8.1 +4.3
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1 20 27 7.3 +3.5
FLJH Franklin FTSE Japan Hedged ETF 0.1 9 38 8.3 +4.4
VIG Vanguard Dividend Appreciation Index Fund 0.1 6 41 6.3 +2.4
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.1 39 8 8.5 +4.7
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.1 39 8 8.4 +4.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.1 25 22 6.9 +3.1
EEMX SPDR MSCI Emerging Markets Fossil Fuel Free ETF 0.1 30 17 8.4 +4.6
IPAC iShares Core MSCI Pacific ETF 0.1 9 38 7.6 +3.8
STXD Strive 1000 Dividend Growth ETF 0.1 35 12 6.2 +2.4
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.1 20 27 7.0 +3.2
AVIV Avantis International Large Cap Value ETF 0.1 25 22 9.7 +5.9
VXUS Vanguard Total International Stock ETF 0.1 7 40 7.9 +4.1
JHMD John Hancock Multifactor Developed International ETF 0.1 39 8 8.4 +4.6
PFM Invesco Dividend Achievers ETF 0.1 53 -6 6.4 +2.5
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 0.1 80 -33 9.0 +5.1
INTF iShares Edge MSCI Multifactor Intl ETF 0.1 15 32 9.9 +6.0
EFV iShares MSCI EAFE Value ETF 0.1 35 12 9.6 +5.8
DFAI Dimensional International Core Equity Market ETF 0.1 18 29 7.8 +4.0
PXUS Principal International Adaptive Multi-Factor ETF 0.1 24 23 7.4 +3.6
JEPI JPMorgan Equity Premium Income ETF 0.1 35 12 5.8 +2.0
QVML Invesco S&P 500 QVM Multi-factor ETF 0.1 11 36 6.2 +2.3
VPL Vanguard FTSE Pacific ETF 0.1 8 39 7.8 +4.0
EWX SPDR S&P Emerging Markets Small Cap ETF 0.1 65 -18 6.5 +2.7
VYMI Vanguard International High Dividend Yield ETF 0.1 22 25 11.2 +7.4
DEW WisdomTree Global High Dividend Fund 0.1 58 -11 10.1 +6.3
SPEM SPDR Portfolio Emerging Markets ETF 0.1 7 40 8.2 +4.4
DFSV Dimensional US Small Cap Value ETF 0.1 31 16 9.6 +5.8
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index 0.1 59 -12 5.1 +1.3
VEA Vanguard FTSE Developed Markets ETF 0.1 5 42 7.9 +4.1
VYM Vanguard High Dividend Yield Index ETF 0.1 6 41 8.2 +4.4
DGRO iShares Core Dividend Growth ETF 0.1 8 39 7.3 +3.5
SPEU SPDR Portfolio Europe ETF 0.1 7 40 7.7 +3.9
IEUR iShares Core MSCI Europe ETF 0.1 9 38 7.7 +3.9
VEU Vanguard FTSE All-World ex-US Index Fund 0.1 8 39 8.1 +4.3
VGK Vanguard FTSE Europe ETF 0.1 11 36 7.7 +3.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.1 75 -28 6.4 +2.5
DGS WisdomTree Emerging Markets SmallCap Dividend Fund 0.0 58 -11 11.8 +8.0
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF 0.0 47 0 7.4 +3.5
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 32 10.1 +6.3
DEEF Xtrackers FTSE Developed ex US Comprehensive Factor ETF 0.0 24 23 8.8 +5.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 32 10.0 +6.1
IJS iShares S&P Small-cap 600 Value ETF 0.0 18 29 10.1 +6.2
AVEM Avantis Emerging Markets Equity ETF 0.0 33 14 9.4 +5.6
HFXI IQ 50 Percent Hedged FTSE International ETF 0.0 20 27 8.0 +4.2
DWM WisdomTree International Equity Fund 0.0 48 -1 9.9 +6.1
BKIE BNY Mellon International Equity ETF 0.0 4 43 8.4 +4.6
PKW Invesco Buyback Achievers ETF 0.0 64 -17 9.0 +5.2
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 0.0 40 7 9.9 +6.0
DFJ WisdomTree Japan SmallCap Dividend Fund 0.0 58 -11 7.0 +3.2
SCHF Schwab International Equity ETF 0.0 6 41 8.2 +4.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 2 9.2 +5.4
DIVI Franklin International Core Dividend Tilt Index ETF 0.0 9 38 9.3 +5.5
IWN iShares Russell 2000 Value ETF 0.0 24 23 7.0 +3.2
VTWV Vanguard Russell 2000 Value Index Fund 0.0 15 32 7.0 +3.2

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

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RESULTS & ESTIMATES

  2018 2019 2020 2021 2022 2023E 2024E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share 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
  2022 2023E 2024E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares 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 17.7 %
Divided by: Fwd. P/BV 4.1 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		 1.56 CATEGORY
AVERAGE		 1.47
 
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.