iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 6.8% info Recommen-
dation		 NEUTRAL
2023E    2024E
P/E
ratio		 16.1x P/Sales
ratio		 0.7x
P/BV
ratio		 2.3x Div.
yield		 1.2%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Healthcare Providers Index seeks investment results that correspond generally to the price and yield performance of the Dow Jones US Select Healthcare Providers Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $1,158
Currency USD
Expense ratio 39 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 67
Wgt avg mkt cap (mns) $141,722
Large cap (>$10bn) 74.8%
Mid cap ($2-10bn) 19.0%
Small cap (<$2bn) 5.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 22.1 %
CVS CAREMARK CORP 12.7 %
ANTHEM INC 7.9 %
HCA HOLDINGS INC 5.4 %
LABORATORY CRP OF AMER HLDGS 4.6 %
HUMANA INC 4.6 %
CIGNA CORPORATION 4.3 %
CENTENE CORP 3.9 %
QUEST DIAGNOSTICS 3.6 %
MOLINA HEALTHCARE INC 3.6 %
Total 72.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.5 %










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.
-4.5% -5.9% 11.1% 14.3% 11.0%

Market Correlations
versus... Beta R-squared
S&P500 0.77 66%
MSCI EAFE 0.69 52%
MSCI Emg. Mkts. 0.45 25%

Technical Indicators
Recent close $241.82
30d moving avg. $255.88
Annualized volatility 19.8%
Short interest (ETF) 1.0%
Short interest (Underlying) 2.5%
Relative strength (RSI) 43

Liquidity measures
Avg. volume (thou.) 46
Turnover 1.0%
Bid/Ask (% of price) 0.08%
ADV underlying (mns) $4,378

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 596 potential alternatives to the iShares U.S. Healthcare Providers ETF ETF based on the alternatives' overlap in portfolio holdings with IHF. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHF Expense: 39 bp ALTAR Score™: 6.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHF
Ticker Fund
Name		 Overlap1
vs IHF
(%)		 Expense
ratio
(bp)		 Savings
vs IHF
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHF
(%)
XHS SPDR S&P Health Care Services ETF 38.1 35 4 1.4 -5.4
FXH First Trust Health Care AlphaDEX Fund 23.2 61 -22 7.4 +0.6
XLV Health Care Select Sector SPDR Fund 20.1 10 29 9.3 +2.6
VHT Vanguard Health Care Index Fund 19.4 10 29 7.3 +0.5
FHLC Fidelity MSCI Health Care Index ETF 19.3 8 31 7.3 +0.5
IYH iShares U.S. Healthcare ETF 18.4 39 0 8.2 +1.4
PINK Simplify Health Care ETF 17.7 50 -11 5.4 -1.4
RAYD Rayliant Quantitative Developed Market Equity ETF 16.9 80 -41 9.7 +2.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 16.6 40 -1 8.8 +2.0
NVQ QRAFT AI-Enhanced US Next Value ETF 14.4 75 -36 13.8 +7.0
PTH Invesco DWA Healthcare Momentum ETF 14.3 60 -21 -3.7 -10.5
IXJ iShares Global Healthcare ETF 14.3 40 -1 8.3 +1.6
EDOC Global X Telemedicine & Digital Health ETF 11.7 68 -29 -6.0 -12.8
SPMO Invesco S&P 500 Momentum ETF 11.3 13 26 8.0 +1.2
MTUM iShares MSCI USA Momentum Factor ETF 10.5 15 24 8.4 +1.6
FBCV Fidelity Blue Chip Value ETF 10.5 59 -20 8.0 +1.2
SRHQ SRH U.S. Quality ETF 9.7 35 4 9.3 +2.5
DIA SPDR Dow Jones Industrial Average ETF Trust 9.5 16 23 7.2 +0.5
HART IQ Healthy Hearts ETF 9.0 45 -6 6.3 -0.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.9 60 -21 7.2 +0.4
GERM ETFMG Treatments Testing and Advancements ETF 8.2 68 -29 -13.7 -20.5
ACSI American Customer Satisfaction Core Alpha ETF 8.1 65 -26 4.7 -2.1
IPDP Dividend Performers ETF 8.1 89 -50 7.3 +0.5
FTCS First Trust Capital Strength ETF 7.9 55 -16 7.7 +0.9
AILV Alpha Intelligent - Large Cap Value ETF 7.9 85 -46 7.5 +0.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 7.9 65 -26 7.8 +1.0
FTGS First Trust Growth Strength ETF 7.6 60 -21 8.1 +1.3
RWL Invesco S&P 500 Revenue ETF 7.3 39 0 8.0 +1.2
FLDZ RiverNorth Volition America Patriot ETF 7.3 70 -31 7.5 +0.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.2 15 24 14.6 +7.8
ZECP Zacks Earnings Consistent Portfolio ETF 7.2 55 -16 6.7 -0.1
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 7.1 96 -57 5.6 -1.2
GFGF Guru Favorite Stocks ETF 7.0 65 -26 7.1 +0.3
HKND Humankind US Stock ETF 6.9 11 28 8.6 +1.8
FDHT Fidelity Digital Health ETF 6.9 39 0 0.2 -6.6
CACG ClearBridge All Cap Growth ETF 6.9 53 -14 4.4 -2.4
PKW Invesco Buyback Achievers ETF 6.8 64 -25 10.5 +3.7
SPGP Invesco S&P 500 GARP ETF 6.7 36 3 10.5 +3.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 6.6 20 19 8.9 +2.2
DUSA Davis Select U.S. Equity ETF 6.6 61 -22 10.2 +3.4
RAFE PIMCO RAFI ESG U.S. ETF 6.4 29 10 9.0 +2.2
VEGN US Vegan Climate ETF 6.3 60 -21 6.2 -0.6
MGV Vanguard Mega Cap Value ETF 6.3 7 32 8.5 +1.7
DFUV Dimensional US Marketwide Value ETF 6.3 23 16 9.7 +2.9
AUSF Global X Adaptive U.S. Factor ETF 6.3 27 12 8.2 +1.4
SPVU Invesco S&P 500 Enhanced Value ETF 6.2 13 26 13.5 +6.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.1 60 -21 15.0 +8.2
SNPG Xtrackers S&P 500 Growth ESG ETF 6.1 15 24 7.0 +0.2
SXUS Janus Henderson International Sustainable Equity ETF 6.0 60 -21 4.4 -2.4
SPVM Invesco S&P 500 Value with Momentum ETF 5.9 39 0 10.4 +3.7
MBOX Freedom Day Dividend ETF 5.9 39 0 9.2 +2.4
HLGE Hartford Longevity Economy ETF 5.8 44 -5 8.6 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -11 9.1 +2.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 5.7 75 -36 7.7 +1.0
DSTL Distillate US Fundamental Stability & Value ETF 5.7 39 0 8.7 +1.9
VTV Vanguard Value Index Fund 5.7 4 35 8.7 +1.9
FLQL Franklin LibertyQ U.S. Equity ETF 5.6 15 24 8.5 +1.7
IVLC Invesco US Large Cap Core ESG ETF 5.6 48 -9 6.6 -0.2
SAMT Strategas Macro Thematic Opportunities ETF 5.6 65 -26 4.3 -2.5
FVAL Fidelity Value Factor ETF 5.6 29 10 10.2 +3.4
GVIP Goldman Sachs Hedge Industry VIP ETF 5.5 45 -6 5.6 -1.2
RDVY First Trust Rising Dividend Achievers ETF 5.5 50 -11 10.0 +3.2
VIG Vanguard Dividend Appreciation Index Fund 5.4 6 33 7.1 +0.3
JVAL JPMorgan U.S. Value Factor ETF 5.4 12 27 10.3 +3.5
VIRS Pacer BioThreat Strategy ETF 5.3 70 -31 7.6 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.3 50 -11 6.4 -0.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 5.3 65 -26 -0.5 -7.3
USMF WisdomTree U.S. Multifactor Fund 5.1 28 11 9.5 +2.7
CLRG IQ Chaikin U.S. Large Cap ETF 5.1 25 14 7.0 +0.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.1 30 9 10.5 +3.7
IUS Invesco Strategic US ETF 5.1 19 20 8.2 +1.4
EVUS iShares ESG Aware MSCI USA Value ETF 5.1 18 21 8.5 +1.8
RNMC Mid Cap US Equity Select ETF 5.0 60 -21 10.2 +3.4
PSCH Invesco S&P SmallCap Health Care ETF 5.0 29 10 3.1 -3.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.0 55 -16 4.5 -2.3
AMID Argent Mid Cap ETF 5.0 52 -13 10.8 +4.0
STXD Strive 1000 Dividend Growth ETF 4.8 35 4 6.9 +0.1
MDCP VictoryShares THB Mid Cap ESG ETF 4.8 55 -16 6.6 -0.2
SCHG Schwab U.S. Large-Cap Growth ETF 4.8 40 -1 5.1 -1.7
NULV Nuveen ESG Large-Cap Value ETF 4.6 25 14 8.7 +2.0
PSET Principal Price Setters Index ETF 4.6 15 24 7.4 +0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.6 25 14 7.1 +0.3
SPLV Invesco S&P 500 Low Volatility ETF 4.6 25 14 7.0 +0.2
AFLG First Trust Active Factor Large Cap ETF 4.6 55 -16 8.3 +1.5
NZRO Strategy Shares Halt Climate Change ETF 4.6 95 -56 2.0 -4.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 4.5 12 27 7.4 +0.6
IVDG Invesco Focused Discovery Growth ETF 4.4 59 -20 4.8 -2.0
IVSG Invesco Select Growth ETF 4.4 48 -9 5.1 -1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.4 19 20 7.9 +1.1
DEF Invesco Defensive Equity ETF 4.4 55 -16 7.0 +0.2
VALQ American Century STOXX U.S. Quality Value ETF 4.4 29 10 11.2 +4.4
VSDA VictoryShares Dividend Accelerator ETF 4.4 35 4 7.3 +0.5
VLU SPDR S&P 1500 Value Tilt ETF 4.4 12 27 9.0 +2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.3 75 -36 11.4 +4.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 4.3 20 19 7.2 +0.4
VLUE iShares MSCI USA Value Factor ETF 4.3 15 24 12.5 +5.7
GURU Global X Guru Index ETF 4.2 75 -36 5.1 -1.7
LRGE ClearBridge Large Cap Growth ESG ETF 4.2 59 -20 4.2 -2.6
CGGO Capital Group Global Growth Equity ETF 4.2 47 -8 4.9 -1.9
TTAC TrimTabs US Free Cash Flow Quality ETF 4.2 59 -20 8.2 +1.5
CATH Global X S&P 500 Catholic Values Custom ETF 4.2 29 10 6.6 -0.2
PWV Invesco Dynamic Large Cap Value ETF 4.2 58 -19 9.4 +2.6
GRZZ Grizzle Growth ETF 4.2 75 -36 7.9 +1.1
BLLD JPMorgan Sustainable Infrastructure ETF 4.2 49 -10 5.5 -1.3
PFM Invesco Dividend Achievers ETF 4.1 53 -14 7.2 +0.4
OALC OneAscent Large Cap Core ETF 4.1 76 -37 6.6 -0.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4.1 75 -36 6.9 +0.1
JOET Virtus Terranova US Quality Momentum ETF 4.1 29 10 7.3 +0.5
MBCC Monarch Blue Chips Core ETF 4.1 125 -86 4.2 -2.6
RTH VanEck Retail ETF 4.1 35 4 6.8 -0.0
RPV Invesco S&P 500 Pure Value ETF 4.1 35 4 14.4 +7.6
SHE SPDR SSGA Gender Diversity Index ETF 4.0 20 19 7.0 +0.2
MKEM Meakem Value and Inflation Screen 4.0 10 29 6.8 -0.0
SPXT ProShares S&P 500 Ex-Technology ETF 4.0 27 12 7.2 +0.4
OSCV Opus Small Cap Value Plus ETF 4.0 79 -40 7.3 +0.5
BRNY Burney U.S. Factor Rotation ETF 4.0 79 -40 9.5 +2.7
ADME Aptus Drawdown Managed Equity ETF 4.0 79 -40 6.0 -0.8
VOOG Vanguard S&P 500 Growth ETF 4.0 10 29 7.0 +0.2
IVW iShares S&P 500 Growth ETF 4.0 18 21 6.9 +0.1
RESP WisdomTree US ESG Fund of Benef Interest 4.0 28 11 8.0 +1.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 4.0 82 -43 6.9 +0.1
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 4.0 15 24 6.7 -0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 4.0 4 35 7.0 +0.2
RECS Columbia Research Enhanced Core ETF 4.0 15 24 7.8 +1.0
PRAY FIS Biblically Responsible Risk Managed ETF 3.9 68 -29 7.3 +0.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 3.9 60 -21 6.2 -0.6
RFFC RiverFront Dynamic US Flex-Cap ETF 3.9 52 -13 7.2 +0.4
WOMN Impact Shares YWCA Women's Empowerment ETF 3.9 75 -36 6.4 -0.4
NACP Impact Shares NAACP Minority Empowerment ETF 3.9 49 -10 6.6 -0.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 3.9 20 19 6.7 -0.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 3.9 25 14 8.4 +1.6
IUSG iShares Core S&P US Growth ETF 3.9 4 35 7.1 +0.3
PRF Invesco FTSE RAFI US 1000 ETF 3.8 39 0 8.4 +1.6
FMIL Fidelity New Millennium ETF 3.8 59 -20 6.9 +0.1
VFVA Vanguard U.S. Value Factor ETF 3.8 13 26 13.2 +6.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 3.7 25 14 8.4 +1.6
SNPE Xtrackers S&P 500 ESG ETF 3.7 10 29 7.0 +0.2
IYK iShares U.S. Consumer Goods ETF 3.7 39 0 6.7 -0.1
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 3.6 17 22 6.9 +0.1
JAVA JPMorgan Active Value ETF 3.6 44 -5 7.3 +0.5
ILCG iShares Morningstar Growth ETF 3.6 4 35 5.5 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.6 60 -21 8.9 +2.1
PZLD Puzzle Divdend Leaders 3.6 10 29 7.7 +0.9
IPO Renaissance IPO ETF 3.5 60 -21 -49.0 -55.8
TMFC Motley Fool 100 Index ETF 3.5 50 -11 5.3 -1.5
QUS SPDR MSCI USA StrategicFactors ETF 3.5 15 24 7.3 +0.5
CGGR Capital Group Growth ETF 3.5 39 0 5.0 -1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.5 20 19 8.1 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.5 9 30 7.4 +0.6
VBK Vanguard Small-Cap Growth Index Fund 3.5 7 32 1.8 -5.0
LEAD Siren DIVCON Leaders Dividend ETF 3.4 43 -4 7.1 +0.3
RPG Invesco S&P 500 Pure Growth ETF 3.4 35 4 9.7 +2.9
WLDR Affinity World Leaders Equity ETF 3.4 67 -28 10.8 +4.0
FTA First Trust Large Cap Value AlphaDEX Fund 3.4 59 -20 10.3 +3.5
VFMF Vanguard U.S. Multifactor ETF 3.4 18 21 11.0 +4.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.4 18 21 9.3 +2.5
DIP BTD Capital Fund 3.4 129 -90 7.3 +0.5
JMOM JPMorgan U.S. Momentum Factor ETF 3.4 12 27 7.5 +0.7
SPXN ProShares S&P 500 Ex-Financials ETF 3.3 27 12 6.6 -0.2
KRMA Global X Conscious Companies ETF 3.3 43 -4 7.0 +0.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 3.3 30 9 6.6 -0.2
ESGV Vanguard ESG U.S. Stock ETF 3.3 9 30 6.6 -0.2
IWY iShares Russell Top 200 Growth ETF 3.3 20 19 6.2 -0.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.3 15 24 6.4 -0.4
GDIV Harbor Dividend Growth Leaders ETF 3.3 50 -11 8.3 +1.5
IWL iShares Russell Top 200 ETF 3.3 15 24 6.5 -0.3
CGUS Capital Group Core Equity ETF 3.3 33 6 6.8 -0.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.3 29 10 10.7 +3.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.3 6 33 2.3 -4.5
QLC FlexShares US Quality Large Cap Index Fund 3.3 25 14 7.6 +0.8
IWX iShares Russell Top 200 Value ETF 3.3 20 19 8.1 +1.3
UPWD JPMorgan Social Advancement ETF 3.3 49 -10 6.8 -0.0
LRGF iShares Edge MSCI Multifactor USA ETF 3.3 8 31 8.0 +1.2
XVV iShares ESG Screened S&P 500 ETF 3.3 8 31 6.7 -0.1
WTV WisdomTree US Value Fund 3.2 12 27 10.1 +3.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.2 64 -25 8.3 +1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 3.2 15 24 8.3 +1.5
RNLC Large Cap US Equity Select ETF 3.2 60 -21 7.7 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 39 6.6 -0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.2 18 21 6.8 -0.0
PWB Invesco Dynamic Large Cap Growth ETF 3.2 56 -17 5.5 -1.3
ESGU iShares MSCI USA ESG Optimized ETF 3.2 15 24 6.7 -0.1
ROCI ROC ETF 3.2 49 -10 5.5 -1.3
QVML Invesco S&P 500 QVM Multi-factor ETF 3.1 11 28 7.2 +0.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.1 24 15 9.8 +3.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 3.1 28 11 7.3 +0.5
BTHM BlackRock Future U.S. Themes ETF 3.1 60 -21 6.6 -0.2
SUBS Fount Subscription Economy ETF 3.1 70 -31 5.4 -1.4
MGC Vanguard Mega Cap Index Fund 3.1 7 32 6.6 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 3.0 27 12 6.5 -0.3
GSPY Gotham Enhanced 500 ETF 3.0 50 -11 7.2 +0.4
DIVZ TrueShares Low Volatility Equity Income ETF 3.0 65 -26 10.6 +3.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 3.0 29 10 9.0 +2.2
CIRC JPMorgan Sustainable Consumption ETF 3.0 49 -10 5.8 -1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.0 20 19 6.6 -0.2
XMHQ Invesco S&P MidCap Quality ETF 3.0 25 14 10.1 +3.3
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3.0 25 14 11.3 +4.5
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 3.0 80 -41 8.8 +2.0
FDWM Fidelity Women's Leadership ETF 3.0 59 -20 6.4 -0.4
REVS Columbia Research Enhanced Value ETF 2.9 19 20 9.8 +3.0
IWO iShares Russell 2000 Growth ETF 2.9 23 16 3.2 -3.6
YALL God Bless America ETF 2.9 65 -26 4.3 -2.5
FSMD Fidelity Small-Mid Factor ETF 2.9 29 10 8.8 +2.0
EDOW First Trust Dow 30 Equal Weight ETF 2.9 50 -11 7.6 +0.8
ESIX SPDR S&P SmallCap 600 ESG ETF 2.9 12 27 9.0 +2.2
EGIS 2nd Vote Society Defended ETF 2.9 75 -36 7.6 +0.8
DBLV AdvisorShares DoubleLine Value Equity ETF 2.9 91 -52 13.3 +6.5
SMLE Xtrackers S&P SmallCap 600 ESG ETF 2.9 15 24 8.9 +2.1
IVV iShares Core S&P 500 ETF 2.9 3 36 6.9 +0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.9 20 19 6.6 -0.2
VOO VANGUARD S&P 500 ETF 2.9 3 36 6.9 +0.1
SPY SPDR S&P 500 ETF Trust 2.9 9 30 6.8 +0.0
SPLG SPDR Portfolio S&P 500 ETF 2.9 3 36 6.9 +0.1
IJS iShares S&P Small-cap 600 Value ETF 2.9 18 21 9.8 +3.0
ACVF American Conservative Values ETF 2.9 75 -36 6.0 -0.8
USMV iShares Edge MSCI Min Vol USA ETF 2.9 15 24 7.0 +0.2
SLYV SPDR S&P 600 Small Cap Value ETF 2.9 15 24 9.8 +3.0
IWF iShares Russell 1000 Growth ETF 2.9 18 21 6.1 -0.7
VONG Vanguard Russell 1000 Growth Index Fund 2.9 8 31 6.2 -0.6
VTWG Vanguard Russell 2000 Growth Index Fund 2.9 15 24 3.2 -3.6
STXV Strive 1000 Value ETF 2.9 18 21 9.6 +2.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.9 15 24 19.6 +12.8
DFUS Dimensional U.S. Equity ETF 2.9 11 28 6.8 -0.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 29 7.0 +0.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.8 20 19 8.9 +2.1
SPTM SPDR Portfolio Total Stock Market ETF 2.8 3 36 7.1 +0.3
VV Vanguard Large-Cap Index Fund 2.8 4 35 6.7 -0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -31 4.1 -2.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.8 19 20 7.6 +0.8
VOTE Engine No. 1 Transform 500 ETF 2.8 5 34 6.5 -0.3
STRV Strive 500 ETF 2.8 5 34 6.7 -0.1
ESG FlexShares STOXX US ESG Impact Index Fund 2.8 32 7 6.6 -0.2
SCHK Schwab 1000 Index ETF 2.8 5 34 6.8 -0.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.8 7 32 6.7 -0.1
IWB iShares Russell 1000 ETF 2.8 15 24 6.6 -0.2
SCHX Schwab U.S. Large-Cap ETF 2.8 3 36 6.8 -0.0
DLN WisdomTree U.S. LargeCap Dividend Fund 2.8 28 11 8.0 +1.2
VONE Vanguard Russell 1000 ETF 2.8 8 31 6.7 -0.1
JHML John Hancock Multifactor Large Cap ETF 2.8 29 10 7.2 +0.4
ILCB iShares Morningstar U.S. Equity ETF 2.8 3 36 6.8 -0.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.8 2 37 6.8 -0.0
IYY iShares Dow Jones U.S. ETF 2.8 20 19 6.6 -0.2
SYLD Cambria Shareholder Yield ETF 2.7 59 -20 13.9 +7.1
PBUS Invesco PureBeta MSCI USA ETF 2.7 4 35 6.8 +0.0
VTI Vanguard Total Stock Market Index Fund 2.7 3 36 6.5 -0.3
IWV iShares Russell 3000 ETF 2.7 20 19 6.5 -0.3
STXG Strive 1000 Growth ETF 2.7 18 21 5.8 -1.0
VTHR Vanguard Russell 3000 Index Fund 2.7 10 29 6.6 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.7 3 36 6.6 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.7 11 28 6.7 -0.1
SCHB Schwab U.S. Broad Market ETF 2.7 3 36 6.7 -0.1
ISMD Inspire Small/Mid Cap Impact ETF 2.7 48 -9 6.9 +0.1
FDMO Fidelity Momentum Factor ETF 2.7 29 10 6.7 -0.1
EPS WisdomTree U.S. Earnings 500 Fund 2.7 8 31 8.3 +1.6
DFAU Dimensional US Core Equity Market ETF 2.7 12 27 7.0 +0.2
NTZG Nuveen Global Net Zero Transition ETF 2.7 55 -16 6.1 -0.7
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 2.7 12 27 6.8 -0.0
IWD iShares Russell 1000 Value ETF 2.7 18 21 8.1 +1.3
VONV Vanguard Russell 1000 Value Index Fund 2.7 8 31 8.2 +1.4
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 14 8.0 +1.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 25 6.6 -0.2
XMMO Invesco S&P MidCap Momentum ETF 2.7 33 6 8.9 +2.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.6 60 -21 10.6 +3.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.6 25 14 7.9 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.6 15 24 7.6 +0.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 2.6 6 33 6.0 -0.8
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 2.6 49 -10 6.6 -0.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.6 17 22 6.1 -0.7
DFAS Dimensional U.S. Small Cap ETF 2.6 28 11 7.7 +0.9
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.6 17 22 8.9 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 27 8.2 +1.4
ISCB iShares Morningstar Small-Cap ETF 2.6 4 35 5.7 -1.1
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 2.5 35 4 8.7 +1.9
HELX Franklin Genomic Advancements ETF 2.5 50 -11 2.4 -4.4
VOE Vanguard Mid-Cap Value Index Fund 2.5 7 32 9.3 +2.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 15 9.5 +2.7
XLG Invesco S&P 500 Top 50 ETF 2.5 20 19 6.2 -0.6
FBCG Fidelity Blue Chip Growth ETF 2.5 59 -20 2.8 -4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 32 6.3 -0.5
GVLU Gotham 1000 Value ETF 2.5 50 -11 12.4 +5.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.5 95 -56 2.7 -4.1
OEF iShares S&P 100 ETF 2.5 20 19 6.6 -0.2
ACWF iShares MSCI Global Multifactor ETF 2.5 35 4 9.9 +3.1
RVRB Reverb ETF 2.5 30 9 6.7 -0.1
DTD WisdomTree U.S.Total Dividend Fund 2.5 28 11 8.3 +1.5
STXK Strive Small-Cap ETF 2.5 18 21 6.5 -0.3
AQGX AI Quality Growth ETF 2.5 97 -58 5.3 -1.5
JEPI JPMorgan Equity Premium Income ETF 2.5 35 4 6.5 -0.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.5 25 14 7.5 +0.7
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 2.5 40 -1 8.0 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.5 4 35 6.7 -0.1
EQOP Natixis U.S. Equity Opportunities ETF 2.5 85 -46 6.5 -0.3
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.5 29 10 9.0 +2.2
IJR iShares Core S&P Small Cap ETF 2.5 6 33 8.8 +2.0
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 5 34 8.8 +2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.4 70 -31 6.5 -0.3
SLY SPDR S&P 600 Small Cap ETF 2.4 15 24 8.7 +1.9
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 29 17.3 +10.5
NULC Nuveen ESG Large-Cap ETF 2.4 20 19 6.5 -0.3
TMFX Motley Fool Next Index ETF 2.4 50 -11 4.0 -2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.4 29 10 9.1 +2.3
COWZ Pacer US Cash Cows 100 ETF 2.4 49 -10 13.5 +6.7
FLLV Franklin Liberty U.S. Low Volatility ETF 2.4 29 10 6.7 -0.1
PDP Invesco DWA Momentum ETF 2.4 62 -23 6.0 -0.8
DFND Siren DIVCON Dividend Defender ETF 2.4 150 -111 6.2 -0.6
HEET Hartford Schroders ESG US Equity ETF 2.4 39 0 7.6 +0.8
JHSC John Hancock Multifactor Small Cap ETF 2.3 42 -3 7.5 +0.7
ROUS Hartford Multifactor US Equity ETF 2.3 19 20 8.8 +2.0
ONEO SPDR Russell 1000 Momentum Focus ETF 2.3 20 19 9.5 +2.7
PSC Principal U.S. Small Cap Index ETF 2.3 38 1 10.0 +3.2
SNPV Xtrackers S&P ESG Value ETF 2.3 15 24 8.1 +1.4
QUAL iShares MSCI Usa Quality Factor ETF 2.3 15 24 7.9 +1.1
STLV iShares Factors US Value Style ETF 2.3 25 14 10.9 +4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.3 69 -30 12.1 +5.3
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -26 7.8 +1.0
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 2.3 48 -9 8.3 +1.5
FSST Fidelity Sustainability U.S. Equity ETF 2.3 59 -20 6.3 -0.5
SUSA iShares MSCI USA ESG Select ETF 2.3 25 14 6.6 -0.2
VB Vanguard Small-Cap ETF 2.3 5 34 6.5 -0.3
AGNG Global X Aging Population ETF 2.2 50 -11 4.5 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 2.2 29 10 9.9 +3.1
SCHA Schwab U.S. Small-Cap ETF 2.2 4 35 6.1 -0.7
AFMC First Trust Active Factor Mid Cap ETF 2.2 65 -26 10.5 +3.7
DSI iShares MSCI KLD 400 Social ETF 2.2 25 14 6.8 -0.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 0 9.5 +2.7
RSP Invesco S&P 500 Equal Weight ETF 2.2 20 19 7.6 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -20 8.4 +1.6
IWM iShares Russell 2000 ETF 2.1 19 20 5.0 -1.8
DWLD Davis Select Worldwide ETF 2.1 62 -23 9.1 +2.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.1 35 4 7.8 +1.0
SFY SoFi Select 500 ETF 2.1 0 39 7.0 +0.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 2.1 35 4 7.8 +1.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 19 7.4 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 2.1 59 -20 9.8 +3.0
XJH iShares ESG Screened S&P Mid-Cap ETF 2.1 12 27 8.7 +1.9
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 22 7.7 +0.9
YPS Arrow Reverse Cap 500 ETF 2.1 29 10 7.2 +0.4
VTWO Vanguard Russell 2000 Index Fund 2.1 10 29 5.0 -1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 24 15.4 +8.6
VFMO Vanguard U.S. Momentum Factor ETF 2.1 13 26 4.5 -2.3
EZM WisdomTree U.S. MidCap Earnings Fund 2.1 38 1 12.5 +5.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.1 15 24 7.8 +1.0
NUMV Nuveen ESG Mid-Cap Value ETF 2.1 30 9 10.7 +4.0
IUSS Invesco Strategic US Small Company ETF 2.1 23 16 7.5 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 30 5.2 -1.6
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.1 30 9 11.1 +4.3
AVUS Avantis U.S. Equity ETF 2.1 15 24 8.0 +1.2
BBLU EA Bridgeway Blue Chip ETF 2.1 15 24 7.1 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 29 6.8 +0.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.1 10 29 6.3 -0.5
WDNA WisdomTree BioRevolution Fund 2.0 45 -6 -4.2 -11.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.0 10 29 6.8 +0.0
JHMM John Hancock Multifactor Mid Cap ETF 2.0 41 -2 8.4 +1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.0 15 24 9.4 +2.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.0 9 30 7.2 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 21 7.6 +0.8
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 24 7.6 +0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.0 10 29 6.3 -0.5
ARKG ARK Genomic Revolution ETF 2.0 75 -36 -11.6 -18.4
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 9 7.7 +0.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.0 15 24 15.1 +8.3
MDY SPDR S&P Midcap 400 ETF Trust 2.0 22 17 8.7 +1.9
JSML Janus Henderson Small Cap Growth Alpha ETF 2.0 30 9 11.7 +4.9
DGRO iShares Core Dividend Growth ETF 2.0 8 31 8.1 +1.3
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.0 40 -1 8.7 +1.9
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -36 10.1 +3.4
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 29 6.4 -0.4
TOK iShares MSCI Kokusai ETF 2.0 25 14 7.0 +0.2
HTEC ROBO Global Healthcare Technology & Innovation ETF 2.0 68 -29 0.0 -6.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.0 15 24 9.0 +2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 30 7.2 +0.4
FQAL Fidelity Quality Factor ETF 1.9 29 10 7.8 +1.1
RWK Invesco S&P MidCap 400 Revenue ETF 1.9 39 0 11.4 +4.6
ILCV iShares Morningstar Value ETF 1.9 4 35 8.5 +1.7
IJH iShares Core S&P Mid-Cap ETF 1.9 5 34 8.9 +2.1
SPMD SPDR Portfolio Mid Cap ETF 1.9 5 34 8.9 +2.1
VSLU Applied Finance Valuation Large Cap ETF 1.9 49 -10 8.0 +1.2
NUDV Nuveen ESG Dividend ETF 1.9 25 14 8.4 +1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 10 29 17.6 +10.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 70 -31 4.0 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 1.9 9 30 7.4 +0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.9 15 24 5.5 -1.3
SFYX Sofi Next 500 ETF 1.9 0 39 7.4 +0.6
YLDE ClearBridge Dividend Strategy ESG ETF 1.9 59 -20 6.6 -0.2
ISCV iShares Morningstar Small Cap Value ETF 1.8 6 33 9.2 +2.4
URTH iShares MSCI World ETF 1.8 24 15 7.1 +0.3
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 35 7.1 +0.3
XITK SPDR FactSet Innovative Technology ETF 1.8 45 -6 0.2 -6.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 24 9.1 +2.3
HAPY Harbor Corporate Culture Leaders ETF 1.8 36 3 4.9 -1.9
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 10 12.6 +5.8
FDLO Fidelity Low Volatility Factor ETF 1.8 29 10 6.5 -0.3
NUSC Nuveen ESG Small-Cap ETF 1.8 30 9 6.1 -0.7
HVAL ALPS Hillman Active Value ETF 1.8 55 -16 8.2 +1.4
SIZE iShares MSCI USA Size Factor ETF 1.8 15 24 7.3 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -26 5.9 -0.9
RYJ Invesco Raymond James SB-1 Equity ETF 1.8 81 -42 6.0 -0.8
TPSC Timothy Plan US Small Cap Core ETF 1.8 52 -13 9.5 +2.7
VXF Vanguard Extended Market Index Fund 1.8 6 33 4.6 -2.2
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.8 39 0 6.8 +0.0
KONG Formidable Fortress ETF 1.7 89 -50 6.4 -0.4
VNSE Natixis Vaughan Nelson Select ETF 1.7 80 -41 4.6 -2.2
MDYV SPDR S&P 400 Mid Cap Value ETF 1.7 15 24 10.1 +3.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.7 18 21 10.1 +3.3
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.7 25 14 7.6 +0.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.7 15 24 20.3 +13.5
VOOV Vanguard S&P 500 Value ETF 1.7 10 29 7.3 +0.5
IVE iShares S&P 500 Value ETF 1.7 18 21 7.3 +0.5
IUSV iShares Core S&P U.S. Value ETF 1.7 4 35 7.6 +0.8
SPYV SPDR Portfolio S&P 500 Value ETF 1.7 4 35 7.4 +0.6
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 14 5.7 -1.1
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 26 9.3 +2.5
FVD First Trust Value Line Dividend Index Fund 1.7 67 -28 7.0 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.7 39 0 6.0 -0.8
FNK First Trust Mid Cap Value AlphaDEX Fund 1.7 70 -31 14.0 +7.2
EQWL Invesco Russell Top 200 Equal Weight ETF 1.6 25 14 7.8 +1.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 1.6 36 3 9.7 +2.9
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 1.6 35 4 9.7 +2.9
ACWI iShares MSCI ACWI ETF 1.6 32 7 7.2 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 19 7.5 +0.7
BFTR Future Innovators ETF 1.6 80 -41 2.8 -4.0
SPMV Invesco S&P 500 Minimum Variance ETF 1.6 10 29 6.7 -0.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.6 42 -3 7.1 +0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.6 35 4 9.9 +3.1
VDNI V-Shares US Leadership Diversity ETF 1.6 29 10 6.9 +0.1
VO Vanguard Mid-Cap Index Fund 1.6 4 35 7.4 +0.6
VT Vanguard Total World Stock ETF 1.6 7 32 7.3 +0.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.6 9 30 7.1 +0.3
ECOZ TrueMark ESG Active Opportunities ETF 1.5 58 -19 5.4 -1.4
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 1.5 19 20 8.9 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 33 9.7 +3.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -41 7.3 +0.5
ROSC Hartford Multifactor Small Cap ETF 1.5 34 5 12.9 +6.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 -9 7.8 +1.0
CSML IQ Chaikin U.S. Small Cap ETF 1.5 35 4 7.0 +0.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 63 -24 5.4 -1.4
CGDV Capital Group Dividend Value ETF 1.5 33 6 7.0 +0.2
WGRO WisdomTree U.S. Growth & Momentum Fund 1.5 55 -16 7.8 +1.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.5 49 -10 7.5 +0.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -22 9.6 +2.8
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 -8 6.4 -0.4
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 1.5 108 -69 4.0 -2.8
KOMP SPDR Kensho New Economies Composite ETF 1.5 20 19 -1.3 -8.1
AVLV Avantis U.S. Large Cap Value ETF 1.4 15 24 9.6 +2.8
FXG First Trust Consumer Staples AlphaDEX Fund 1.4 64 -25 8.1 +1.3
IWS iShares Russell Mid-Cap Value ETF 1.4 23 16 8.1 +1.3
BOSS Global X Founder-Run Companies ETF 1.4 45 -6 3.6 -3.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.4 12 27 8.0 +1.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 1.4 7 32 10.6 +3.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 27 6.7 -0.1
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.4 30 9 9.4 +2.6
NULG Nuveen ESG Large-Cap Growth ETF 1.4 25 14 5.3 -1.5
VBR Vanguard Small Cap Value Index Fund 1.4 7 32 9.9 +3.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 19 8.7 +1.9
IWC iShares Micro-Cap ETF 1.3 60 -21 -4.7 -11.5
AHOY Newday Ocean Health ETF 1.3 75 -36 6.7 -0.1
DSMC Distillate Small/Mid Cash Flow ETF 1.3 55 -16 13.7 +6.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.3 39 0 9.6 +2.8
RFV Invesco S&P Midcap 400 Pure Value ETF 1.3 35 4 13.0 +6.2
XSLV Invesco S&P SmallCap Low Volatility ETF 1.3 25 14 8.3 +1.5
MAGA Point Bridge GOP Stock Tracker ETF 1.3 72 -33 7.3 +0.6
IWN iShares Russell 2000 Value ETF 1.3 23 16 6.9 +0.2
VTWV Vanguard Russell 2000 Value Index Fund 1.3 15 24 6.9 +0.1
TMFS Motley Fool Small Cap Growth ETF 1.3 85 -46 4.1 -2.7
FLV American Century Focused Large Cap Value ETF 1.3 42 -3 7.5 +0.7
ONEY SPDR Russell 1000 Yield Focus ETF 1.3 20 19 11.3 +4.5
NUMG Nuveen ESG Mid-Cap Growth ETF 1.3 30 9 5.5 -1.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.3 35 4 9.7 +2.9
SMMD iShares Russell 2500 ETF 1.2 15 24 6.9 +0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.2 49 -10 8.1 +1.3
IWR iShares Russell Midcap ETF 1.2 18 21 7.0 +0.2
AILG Alpha Intelligent - Large Cap Growth ETF 1.2 85 -46 4.5 -2.3
IQSU IQ Candriam ESG US Equity ETF 1.2 9 30 6.3 -0.5
FCPI Fidelity Stocks for Inflation ETF 1.2 29 10 10.5 +3.7
FINX Global X FinTech Thematic ETF 1.2 68 -29 5.2 -1.6
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -46 4.9 -1.9
BMED BlackRock Future Health ETF 1.2 85 -46 2.1 -4.7
QDEF FlexShares Quality Dividend Defensive Index Fund 1.2 37 2 7.8 +1.0
EES WisdomTree SmallCap Earnings Fund 1.2 38 1 13.6 +6.8
DFAT Dimensional U.S. Targeted Value ETF 1.2 29 10 10.4 +3.6
BUZZ VanEck Social Sentiment ETF 1.1 75 -36 1.5 -5.3
PY Principal Shareholder Yield Index ETF 1.1 15 24 8.7 +1.9
VFMV Vanguard U.S. Minimum Volatility ETF 1.1 13 26 7.1 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 1.1 4 35 8.3 +1.5
DIVD Altrius Global Dividend ETF 1.1 49 -10 12.3 +5.5
IMCB iShares Morningstar Mid-Cap ETF 1.1 4 35 7.5 +0.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 35 7.5 +0.7
JFWD Jacob Forward ETF 1.1 75 -36 -13.7 -20.5
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 41 -2 7.2 +0.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.0 75 -36 8.0 +1.3
DGT SPDR Global Dow ETF 1.0 50 -11 8.4 +1.7
DFSV Dimensional US Small Cap Value ETF 1.0 31 8 9.7 +3.0
TPLC Timothy Plan US Large Cap Core ETF 1.0 52 -13 7.3 +0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 52 -13 6.7 -0.1
AIEQ AI Powered Equity ETF 1.0 75 -36 -6.0 -12.8
ARKK ARK Innovation ETF 1.0 75 -36 -7.6 -14.4
HLAL Wahed FTSE USA Shariah ETF 1.0 50 -11 6.4 -0.4
DTEC ALPS Disruptive Technologies ETF 0.9 50 -11 4.5 -2.3
PLAT WisdomTree Modern Tech Platforms Fund 0.9 20 19 1.2 -5.6
CVY Invesco Zacks Multi-Asset Income ETF 0.9 100 -61 14.0 +7.2
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 17 6.8 0.0
ETHO Etho Climate Leadership U.S. ETF 0.9 47 -8 5.3 -1.5
IWFH iShares Virtual Work and Life Multisector ETF 0.9 47 -8 -1.3 -8.1
ARKW ARK Web x.0 ETF 0.9 83 -44 -4.7 -11.5
BYOB SoFi Be Your Own Boss ETF 0.9 59 -20 -3.2 -10.0
ARVR First Trust Indxx Metaverse ETF 0.9 70 -31 4.6 -2.2
FDN First Trust Dow Jones Internet Index Fund 0.9 51 -12 3.1 -3.7
ARKF ARK Fintech Innovation ETF 0.9 75 -36 -2.3 -9.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.9 38 1 12.0 +5.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 19 8.4 +1.6
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -36 8.1 +1.3
WKLY SoFi Weekly Dividend ETF 0.8 49 -10 9.5 +2.7
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 16 5.7 -1.1
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -6 6.0 -0.8
VYM Vanguard High Dividend Yield Index ETF 0.8 6 33 9.0 +2.2
AOTG AOT Growth and Innovation ETF 0.8 75 -36 3.6 -3.2
FPX First Trust US IPO Index Fund 0.8 57 -18 3.1 -3.7
VAMO Cambria Value & Momentum ETF 0.8 64 -25 13.1 +6.3
SQEW LeaderShares Equity Skew ETF 0.7 75 -36 6.5 -0.3
XSHQ Invesco S&P SmallCap Quality ETF 0.7 29 10 12.5 +5.7
DWAS Invesco DWA SmallCap Momentum ETF 0.7 60 -21 2.3 -4.5
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 1 10.5 +3.7
QDF FlexShares Quality Dividend Index Fund 0.7 37 2 8.8 +2.0
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.7 35 4 9.3 +2.5
SMOT VanEck Morningstar SMID Moat ETF 0.7 49 -10 9.5 +2.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.6 38 1 10.6 +3.8
IMCG iShares Morningstar Mid-Cap Growth ETF 0.6 6 33 5.5 -1.3
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.6 37 2 9.5 +2.7
DIVB iShares Core Dividend 0.6 5 34 9.7 +2.9
ERSX ERShares NextGen Entrepreneurs ETF 0.6 75 -36 6.8 +0.1
FLRG Fidelity U.S. Multifactor ETF 0.6 29 10 8.6 +1.8
INNO Harbor Disruptive Innovation ETF 0.6 75 -36 -3.6 -10.4
BIBL Inspire ETF 0.6 35 4 6.3 -0.5
SQLV Legg Mason Small-Cap Quality Value 0.6 61 -22 12.7 +5.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 0.6 50 -11 3.7 -3.1
MVPS Amplify Thematic All-Stars ETF 0.6 49 -10 2.1 -4.7
USVT US Value ETF 0.6 49 -10 13.1 +6.4
VOT Vanguard Mid-Cap Growth Index Fund 0.5 7 32 5.5 -1.3
QGRO American Century STOXX U.S. Quality Growth ETF 0.5 29 10 7.1 +0.3
CVAR Cultivar ETF 0.5 87 -48 8.9 +2.1
BTEC Principal Healthcare Innovators Index ETF 0.5 42 -3 -3.8 -10.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 24 4.5 -2.3
ENTR Entrepreneur 30 Fund 0.5 49 -10 2.6 -4.2
BFOR Barron's 400 ETF 0.5 65 -26 10.9 +4.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd Idx 0.5 35 4 9.8 +3.0
DUHP Dimensional US High Profitability ETF 0.4 22 17 9.0 +2.3
BBH VanEck Biotech ETF 0.4 35 4 5.3 -1.5
GBUY Goldman Sachs Future Consumer Equity ETF 0.4 75 -36 3.2 -3.6
SXQG 6 Meridian Quality Growth ETF 0.4 100 -61 5.7 -1.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 71 -32 13.7 +6.9
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 27 7.4 +0.6
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 0.4 21 18 4.7 -2.1
BLES Inspire Global Hope Large Cap ETF 0.4 49 -10 7.2 +0.4
ITAN Sparkline Intangible Value ETF 0.4 50 -11 7.8 +1.0
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -50 6.7 -0.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.4 19 20 1.2 -5.6
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 0 9.2 +2.4
AESR Anfield U.S. Equity Sector Rotation ETF 0.3 112 -73 5.9 -0.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 19 5.5 -1.3
CZA Invesco Zacks Mid-Cap ETF 0.3 69 -30 8.0 +1.2
LRNZ TrueMark Technology, AI & Deep Learning ETF 0.3 68 -29 -1.4 -8.2
RNSC Small Cap US Equity Select ETF 0.3 60 -21 9.2 +2.4
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.3 30 9 13.1 +6.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.3 65 -26 2.3 -4.5
DURA VanEck Morningstar Durable Dividend ETF 0.3 29 10 9.4 +2.6
XT iShares Exponential Technologies ETF 0.3 46 -7 3.7 -3.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.3 38 1 7.7 +0.9
PSL Invesco DWA Consumer Staples Momentum ETF 0.3 60 -21 6.0 -0.8
PNQI Invesco NASDAQ Internet ETF 0.2 60 -21 3.4 -3.4
GNOM Global X Genomics & Biotechnology ETF 0.2 50 -11 -5.3 -12.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.2 35 4 8.8 +2.0
IBB iShares NASDAQ Biotechnology ETF 0.2 44 -5 0.6 -6.2
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 49 -10 6.3 -0.5
RNDV US Equity Dividend Select ETF 0.2 50 -11 10.1 +3.3
PEY Invesco High Yield Equity Dividend Achievers ETF 0.2 53 -14 9.4 +2.7
PPTY PPTY-U.S. Diversified Real Estate ETF 0.2 49 -10 8.0 +1.2
PWC Invesco Dynamic Market ETF 0.2 60 -21 8.2 +1.4
SPHQ Invesco S&P 500 Quality ETF 0.2 15 24 7.0 +0.2
PBE Invesco Dynamic Biotechnology & Genome ETF 0.1 59 -20 2.9 -3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -20 16.2 +9.4
CLOU Global X Cloud Computing ETF 0.1 68 -29 2.3 -4.5
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 14 12.1 +5.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.1 60 -21 6.4 -0.4
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -11 -1.9 -8.7
ISRA VanEck Israel ETF 0.1 59 -20 8.9 +2.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 19 -8.3 -15.1
WCLD WisdomTree Cloud Computing Fund 0.1 45 -6 -0.2 -6.9
MOON Direxion Moonshot Innovators ETF 0.1 65 -26 -28.3 -35.0
IDNA iShares Genomics Immunology & Healthcare ETF 0.1 47 -8 -8.3 -15.1
SSPY Syntax Stratified LargeCap ETF 0.1 30 9 7.8 +1.0
DHS WisdomTree U.S. High Dividend Fund 0.1 38 1 10.5 +3.7
SMDY Syntax Stratified MidCap ETF 0.1 35 4 8.6 +1.8
TECB iShares US Tech Breakthrough Multisector ETF 0.0 40 -1 5.4 -1.4
SSLY Syntax Stratified SmallCap ETF 0.0 35 4 7.9 +1.1
IYW iShares U.S. Technology ETF 0.0 39 0 6.0 -0.8
VUG Vanguard Growth Index Fund 0.0 4 35 5.5 -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

  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 U.S. Healthcare Providers 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 14.4 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.35 CATEGORY
AVERAGE		 1.52
 
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.