iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 6.5% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 19.9x P/Sales
ratio		 0.6x
P/BV
ratio		 2.3x Div.
yield		 1.3%


  • 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) $1,211
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 60
Wgt avg mkt cap (mns) $99,906
Large cap (>$10bn) 85.4%
Mid cap ($2-10bn) 10.3%
Small cap (<$2bn) 4.2%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 21.9 %
CVS CAREMARK CORP 15.2 %
ELEVANCE HEALTH INC 6.9 %
HUMANA INC 4.5 %
HCA HOLDINGS INC 4.4 %
CIGNA CORPORATION 4.2 %
VEEVA SYSTEMS INC-CLASS A 4.1 %
CENTENE CORP 4.1 %
QUEST DIAGNOSTICS 3.7 %
LABCORP HOLDINGS 3.6 %
Total 72.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
15.9% 15.0% 1.8% 9.2% 9.8%

Market Correlations
versus... Beta R-squared
S&P500 0.44 6%
MSCI EAFE 0.29 4%
MSCI Emg. Mkts. 0.09 1%

Technical Indicators
Recent close $56.72
30d moving avg. $55.52
Annualized volatility 19.7%
Short interest (ETF) 0.6%
Short interest (Underlying) 2.5%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 427
Turnover 2.0%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 689 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: 40 bp ALTAR Score™: 6.5%


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
(%)
FXH First Trust Health Care AlphaDEX Fund 21.4 62 -22 4.4 -2.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 20.5 40 0 6.9 +0.4
FHLC Fidelity MSCI Health Care Index ETF 15.9 8 32 5.1 -1.5
VHT Vanguard Health Care ETF 15.6 9 31 4.9 -1.7
XLV Health Care Select Sector SPDR 15.4 8 32 6.3 -0.2
PINK Simplify Health Care ETF 14.8 50 -10 0.8 -5.7
HART IQ Healthy Hearts ETF 14.6 45 -5 5.9 -0.6
IYH iShares U.S. Healthcare ETF 14.0 40 0 5.5 -1.0
RWL Invesco S&P 500 Revenue ETF 12.1 39 1 5.6 -0.9
SRHQ SRH U.S. Quality ETF 11.5 35 5 5.9 -0.6
DUSA Davis Select U.S. Equity ETF 11.3 61 -21 6.8 +0.2
IXJ iShares Global Healthcare ETF 11.2 42 -2 6.1 -0.4
RPV Invesco S&P 500 Pure Value ETF 11.1 35 5 8.4 +1.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 10.9 65 -25 0.5 -6.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.6 49 -9 4.7 -1.9
DVLU First Trust Dorsey Wright Momentum & Value ETF 10.4 60 -20 6.0 -0.6
VFLO VictoryShares Free Cash Flow ETF 10.3 39 1 6.9 +0.4
PSCH Invesco S&P SmallCap Health Care ETF 9.4 29 11 2.0 -4.5
BUL Pacer US Cash Cows Growth ETF 9.3 60 -20 3.4 -3.1
PWV Invesco Large Cap Value ETF 9.3 55 -15 5.9 -0.7
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.9 60 -20 -1.3 -7.9
SMRI Bushido Capital US Equity ETF 8.5 71 -31 7.2 +0.6
MFVL Motley Fool Value Factor ETF 8.3 50 -10 5.6 -0.9
FDHT Fidelity Digital Health ETF 8.3 39 1 1.8 -4.8
HEAL Global X HealthTech ETF 8.3 50 -10 -1.5 -8.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.2 65 -25 3.6 -2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.1 35 5 5.7 -0.8
QLTY GMO U.S. Quality ETF 8.1 50 -10 4.0 -2.6
FMED Fidelity Disruptive Medicine ETF 7.9 50 -10 -1.1 -7.7
CSTK Invesco Comstock Contrarian Equity ETF 7.9 35 5 5.7 -0.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.6 7 33 6.4 -0.1
DBSC Deepwater Beachfront Small Cap ETF 7.5 85 -45 1.2 -5.4
RAFE PIMCO RAFI ESG U.S. ETF 7.4 29 11 6.0 -0.6
FLDZ RiverNorth Patriot ETF 7.1 75 -35 5.7 -0.9
QVAL Alpha Architect US Quantitative Value ETF 6.4 39 1 9.1 +2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 6.2 60 -20 4.4 -2.2
CVAR Cultivar ETF 6.1 87 -47 7.0 +0.4
ECML Euclidean Fundamental Value ETF 5.9 95 -55 8.6 +2.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.9 65 -25 4.8 -1.8
EQIN Columbia US Equity Income ETF 5.9 35 5 6.0 -0.6
AVIE Avantis  Inflation Focused Equity ETF 5.8 25 15 5.9 -0.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 5.7 29 11 7.2 +0.7
DWLD Davis Select Worldwide ETF 5.7 63 -23 6.7 +0.2
GKAT Scharf Global Opportunity ETF 5.6 57 -17 5.9 -0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 5.6 60 -20 8.4 +1.9
GDOC Goldman Sachs Future Health Care Equity ETF 5.6 75 -35 0.9 -5.7
HRTS Tema Heart & Health ETF 5.6 75 -35 2.7 -3.8
SAGP Strategas Global Policy Opportunities ETF 5.6 65 -25 4.7 -1.8
KAT Scharf ETF 5.6 87 -47 6.2 -0.3
PSC Principal U.S. Small-Cap ETF 5.4 38 2 3.5 -3.0
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 1 7.4 +0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.4 60 -20 9.3 +2.8
PKW Invesco Buyback Achievers ETF 5.4 62 -22 7.0 +0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -40 5.7 -0.8
BLCV iShares Large Cap Value Active ETF 5.3 53 -13 6.0 -0.5
CZA Invesco Zacks Mid-Cap ETF 5.3 72 -32 5.6 -1.0
FSGS First Trust SMID Growth Strength ETF 5.2 60 -20 4.8 -1.7
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 -25 5.8 -0.8
ITAN Sparkline Intangible Value ETF 5.1 50 -10 5.8 -0.7
FNDX Schwab Fundamental US Large Co. Index ETF 5.0 25 15 6.1 -0.5
ULVM VictoryShares US Value Momentum ETF 5.0 20 20 5.9 -0.7
RTH VanEck Retail ETF 5.0 35 5 5.0 -1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 5.0 20 20 5.5 -1.0
ACSI American Customer Satisfaction ETF 5.0 65 -25 4.4 -2.2
IUS Invesco RAFI Strategic US ETF 5.0 19 21 5.4 -1.1
STXV Strive 1000 Value ETF 4.9 18 22 6.6 +0.1
PY Principal Value ETF 4.9 15 25 6.9 +0.3
VFVA Vanguard U.S. Value Factor ETF 4.9 13 27 8.9 +2.3
BGIG Bahl & Gaynor Income Growth ETF 4.8 45 -5 4.4 -2.2
FFOX FundX Future Fund Opportunities ETF 4.8 100 -60 2.5 -4.1
DIA SPDR Dow Jones Industrial Average ETF 4.8 16 24 4.7 -1.8
SSPY Syntax Stratified LargeCap ETF 4.8 30 10 6.0 -0.6
IYK iShares U.S. Consumer Staples ETF 4.8 40 0 5.7 -0.8
BGDV Bahl & Gaynor Dividend ETF 4.8 45 -5 3.9 -2.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.8 12 28 6.1 -0.4
FNDB Schwab Fundamental US Broad Market Index ETF 4.7 25 15 6.0 -0.5
LST Leuthold Select Industries ETF 4.7 91 -51 4.8 -1.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.7 55 -15 8.5 +1.9
LFSC F/m Emerald Life Sciences Innovation ETF 4.7 79 -39 0.0 -6.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 4.6 20 20 7.1 +0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 4.5 35 5 4.6 -2.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 4.5 10 30 3.5 -3.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 4.5 39 1 6.9 +0.4
TXS Texas Capital Texas Equity Index ETF 4.4 49 -9 5.0 -1.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.4 85 -45 4.0 -2.6
JSML Janus Henderson Small Cap Growth Alpha ETF 4.3 30 10 2.6 -3.9
SCHD Schwab US Dividend Equity ETF 4.3 6 34 7.9 +1.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 4.3 70 -30 3.9 -2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.3 25 15 10.7 +4.1
FEGE First Eagle Global Equity ETF 4.3 79 -39 6.1 -0.5
CTEF Castellan Targeted Equity ETF 4.2 45 -5 2.7 -3.9
IWO iShares Russell 2000 Growth ETF 4.2 24 16 0.5 -6.1
MEDI Harbor Health Care ETF 4.2 80 -40 -1.4 -7.9
FTDS First Trust Dividend Strength ETF 4.2 70 -30 6.8 +0.3
OSCV Opus Small Cap Value ETF 4.1 79 -39 5.7 -0.9
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.1 20 20 5.4 -1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 4.1 17 23 4.1 -2.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.1 15 25 4.1 -2.4
GVLU Gotham 1000 Value ETF 4.1 50 -10 8.0 +1.4
VLUE iShares MSCI USA Value Factor ETF 4.1 15 25 6.1 -0.4
JDOC JPMorgan Healthcare Leaders ETF 4.1 65 -25 3.3 -3.2
REVS Columbia Research Enhanced Value ETF 4.1 19 21 6.4 -0.2
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.0 52 -12 5.0 -1.6
DVGR DAC 3D Dividend Growth ETF 4.0 65 -25 4.7 -1.8
JAVA JPMorgan Active Value ETF 4.0 44 -4 5.3 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 3.9 34 6 5.5 -1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.9 70 -30 2.1 -4.5
DFLV Dimensional US Large Cap Value ETF 3.9 22 18 5.9 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 6.4 -0.2
DIVE Dana Concentrated Dividend ETF 3.9 65 -25 6.7 +0.1
LGRO Level Four Large Cap Growth Active ETF 3.9 55 -15 3.7 -2.9
CALF Pacer US Small Cap Cash Cows 100 ETF 3.8 59 -19 8.5 +1.9
TMFX Motley Fool Next Index ETF 3.8 50 -10 2.9 -3.7
IMCV iShares Morningstar Mid-Cap Value ETF 3.8 6 34 6.7 +0.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 3.8 68 -28 2.2 -4.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 3.7 20 20 5.9 -0.7
DFUV Dimensional US Marketwide Value ETF 3.7 22 18 5.9 -0.6
RNSC Furst Trust Small Cap US Equity Select ETF 3.7 60 -20 4.5 -2.1
YALL God Bless America ETF 3.7 65 -25 4.6 -1.9
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.7 39 1 1.2 -5.4
SPVM Invesco S&P 500 Value with Momentum ETF 3.7 39 1 6.1 -0.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 3.6 15 25 4.2 -2.3
LYLD Cambria Large Cap Shareholder Yield ETF 3.6 59 -19 8.0 +1.4
FMTM MarketDesk Focused U.S. Momentum ETF 3.6 45 -5 5.0 -1.5
SMOX Horizon Small/Mid Cap Core Equity ETF 3.6 75 -35 5.2 -1.4
COWZ Pacer US Cash Cows 100 ETF 3.6 49 -9 7.6 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 3.6 6 34 2.7 -3.8
SMOT VanEck Morningstar SMID Moat ETF 3.6 49 -9 6.2 -0.3
VIOO Vanguard S&P Small-Cap 600 ETF 3.6 7 33 5.9 -0.6
MFMO Motley Fool Momentum Factor ETF 3.6 50 -10 2.1 -4.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.5 10 30 4.1 -2.4
FBCV Fidelity Blue Chip Value ETF 3.5 59 -19 5.6 -1.0
FFTY Innovator IBD 50 ETF 3.5 80 -40 0.0 -6.5
MGV Vanguard Mega Cap Value ETF 3.5 7 33 5.2 -1.3
VTWG Vanguard Russell 2000 Growth ETF 3.5 10 30 0.6 -5.9
GNOM Global X Genomics & Biotechnology ETF 3.4 50 -10 -2.4 -8.9
NUDV Nuveen ESG Dividend ETF 3.4 26 14 6.0 -0.6
DVND Touchstone Dividend Select ETF 3.4 67 -27 5.2 -1.3
VEGN US Vegan Climate ETF 3.4 60 -20 3.4 -3.1
BEEX BeeHive ETF 3.4 84 -44 3.8 -2.8
ROSC Hartford Multifactor Small Cap ETF 3.4 34 6 6.8 +0.3
DIVB iShares Core Dividend ETF 3.4 5 35 6.6 +0.0
DEUS Xtrackers Russell US Multifactor ETF 3.4 17 23 6.3 -0.3
HELX Franklin Genomic Advancements ETF 3.4 50 -10 -1.3 -7.8
SNPV Xtrackers S&P 500 Value ESG ETF 3.3 15 25 5.3 -1.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.3 55 -15 3.1 -3.5
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -10 4.6 -1.9
AFSM First Trust Active Factor Small Cap ETF 3.3 75 -35 5.5 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.3 50 -10 8.1 +1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 3.2 35 5 2.9 -3.7
ARKG ARK Genomic Revolution ETF 3.2 75 -35 -1.1 -7.7
SYLD Cambria Shareholder Yield ETF 3.2 59 -19 9.8 +3.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 3.2 15 25 3.5 -3.0
AUSF Global X Adaptive U.S. Factor ETF 3.2 27 13 7.8 +1.3
VTV Vanguard Value ETF 3.1 4 36 5.6 -0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.1 48 -8 7.7 +1.1
AFMC First Trust Active Factor Mid Cap ETF 3.1 65 -25 6.9 +0.3
FYC First Trust Small Cap Growth AlphaDEX Fund 3.1 71 -31 -0.6 -7.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.1 18 22 6.7 +0.2
VYM Vanguard High Dividend Yield Index ETF 3.1 6 34 6.0 -0.6
JVAL JPMorgan U.S. Value Factor ETF 3.1 12 28 6.7 +0.1
IJT iShares S&P Small-Cap 600 Growth ETF 3.0 18 22 3.5 -3.0
RSSL Global X Russell 2000 ETF 3.0 8 32 2.6 -3.9
IWM iShares Russell 2000 ETF 3.0 19 21 2.5 -4.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 2.9 39 1 3.4 -3.1
FVAL Fidelity Value Factor ETF 2.9 15 25 5.9 -0.7
FESM Fidelity Enhanced Small Cap ETF 2.9 28 12 2.1 -4.4
VALQ American Century U.S. Quality Value ETF 2.9 29 11 7.1 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.9 28 12 5.1 -1.5
SPIT F/m Emerald Special Situations ETF 2.9 105 -65 -0.7 -7.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.9 18 22 5.1 -1.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 23 4.9 -1.7
ZECP Zacks Earnings Consistent Portfolio ETF 2.9 55 -15 4.1 -2.5
VBK Vanguard Small-Cap Growth ETF 2.9 7 33 1.3 -5.3
AFLG First Trust Active Factor Large Cap ETF 2.9 55 -15 5.0 -1.5
FYX First Trust Small Cap Core AlphaDEX Fund 2.9 61 -21 5.0 -1.5
IVE iShares S&P 500 Value ETF 2.8 18 22 5.5 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 10 3.7 -2.8
VOOV Vanguard S&P 500 Value ETF 2.8 7 33 5.6 -1.0
IWX iShares Russell Top 200 Value ETF 2.8 20 20 4.8 -1.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.8 4 36 5.6 -1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 1.3 -5.3
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 19 21 6.9 +0.3
QUVU Hartford Quality Value ETF 2.8 46 -6 5.3 -1.3
ASLV Allspring Special Large Value ETF 2.8 35 5 5.1 -1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.8 19 21 5.0 -1.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 25 7.7 +1.1
TBG TBG Dividend Focus ETF 2.8 59 -19 6.1 -0.5
DGRO iShares Core Dividend Growth ETF 2.7 8 32 5.4 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.7 15 25 5.0 -1.6
IUSV iShares Core S&P US Value ETF 2.7 4 36 5.7 -0.8
RSP Invesco S&P 500 Equal Weight ETF 2.7 20 20 5.7 -0.8
SAMT Strategas Macro Thematic Opportunities ETF 2.7 65 -25 2.4 -4.1
EVUS iShares ESG Aware MSCI USA Value ETF 2.7 18 22 5.5 -1.0
VTWO Vanguard Russell 2000 ETF 2.7 7 33 2.7 -3.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.7 10 30 8.6 +2.1
IWD iShares Russell 1000 Value ETF 2.7 19 21 5.1 -1.4
WTV WisdomTree US Value ETF 2.7 12 28 7.6 +1.0
SCHM Schwab U.S. Mid-Cap ETF 2.6 4 36 5.8 -0.7
VONV Vanguard Russell 1000 Value ETF 2.6 7 33 5.2 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 20 3.8 -2.7
FDLO Fidelity Low Volatility Factor ETF 2.6 15 25 4.8 -1.7
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.2 -1.3
MDY SPDR S&P Midcap 400 ETF Trust 2.6 23 17 5.8 -0.7
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 2.6 39 1 3.9 -2.6
FNX First Trust Mid Cap Core AlphaDEX Fund 2.6 60 -20 6.1 -0.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 31 3.6 -3.0
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 2.6 35 5 6.2 -0.3
MBOX Freedom Day Dividend ETF 2.5 39 1 6.5 -0.0
ILCV iShares Morningstar Value ETF 2.5 4 36 5.2 -1.3
FDLS Inspire Fidelis Multi Factor ETF 2.5 76 -36 3.1 -3.4
JPSV JPMorgan Active Small Cap Value ETF 2.5 74 -34 6.9 +0.4
SMMD iShares Russell 2500 ETF 2.5 15 25 5.4 -1.2
IJH iShares Core S&P Mid-Cap ETF 2.5 5 35 6.0 -0.6
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -6 5.5 -1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 2.5 12 28 5.2 -1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.5 15 25 5.9 -0.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.5 3 37 6.0 -0.5
TAX Cambria Tax Aware ETF 2.5 49 -9 4.1 -2.5
EQWL Invesco S&P 100 Equal Weight ETF 2.5 25 15 5.3 -1.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -20 6.2 -0.3
FELV Fidelity Enhanced Large Cap Value ETF 2.5 18 22 5.3 -1.2
NUSC Nuveen ESG Small-Cap ETF 2.5 31 9 4.8 -1.8
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.5 80 -40 6.5 0.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -35 2.2 -4.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 7.0 +0.4
VFMF Vanguard U.S. Multifactor ETF 2.5 18 22 6.3 -0.2
XSMO Invesco S&P SmallCap Momentum ETF 2.4 39 1 3.6 -3.0
AGNG Global X Aging Population ETF 2.4 50 -10 4.2 -2.4
COPY Tweedy, Browne Insider + Value ETF 2.4 80 -40 14.3 +7.8
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 2.4 49 -9 6.4 -0.2
JGRW Jensen Quality Growth ETF 2.4 57 -17 4.1 -2.4
IPO Renaissance IPO ETF 2.4 60 -20 1.7 -4.9
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 11 10.4 +3.9
PRXV Praxis Impact Large Cap Value ETF 2.4 36 4 5.3 -1.2
LCF Touchstone US Large Cap Focused ETF 2.4 69 -29 3.7 -2.8
GSPY Gotham Enhanced 500 ETF 2.4 50 -10 4.4 -2.1
DFAS Dimensional U.S. Small Cap ETF 2.4 26 14 5.4 -1.1
VB Vanguard Small-Cap ETF 2.4 5 35 5.1 -1.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.3 3 37 6.1 -0.4
SQLV Royce Quant Small-Cap Quality Value ETF 2.3 60 -20 7.3 +0.8
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -19 7.3 +0.8
DSMC Distillate Small/Mid Cash Flow ETF 2.3 55 -15 10.3 +3.7
WLDR Affinity World Leaders Equity ETF 2.3 67 -27 5.7 -0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.3 29 11 6.2 -0.3
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 27 1.7 -4.8
TCV Towle Value ETF 2.3 85 -45 8.9 +2.4
ROUS Hartford Multifactor US Equity ETF 2.3 19 21 5.4 -1.2
NIXT Research Affiliates Deletions ETF 2.3 9 31 6.2 -0.4
STXM Strive Mid-Cap ETF 2.3 18 22 5.9 -0.6
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 31 4.9 -1.7
IMCB iShares Morningstar Mid-Cap ETF 2.3 4 36 5.1 -1.5
USRD Themes US R&D Champions ETF 2.3 29 11 4.0 -2.6
RECS Columbia Research Enhanced Core ETF 2.3 15 25 5.3 -1.3
IWS iShares Russell Mid-Cap Value ETF 2.3 23 17 5.8 -0.7
DLN WisdomTree U.S. LargeCap Dividend Fund 2.3 28 12 5.3 -1.2
FFND Future Fund Active ETF 2.2 100 -60 4.4 -2.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.2 40 0 6.5 -0.1
YLDE ClearBridge Dividend Strategy ESG ETF 2.2 60 -20 5.1 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 25 4.9 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 31 5.1 -1.4
PRAY FIS Christian Stock Fund 2.2 69 -29 4.1 -2.5
AKAF The Frontier Economic Fund 2.2 20 20 5.3 -1.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 2.2 35 5 6.7 +0.1
TPSC Timothy Plan US Small Cap Core ETF 2.2 52 -12 6.4 -0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.2 39 1 2.2 -4.4
IJR iShares Core S&P Small Cap ETF 2.2 6 34 6.1 -0.5
VIG Vanguard Dividend Appreciation ETF 2.2 5 35 4.9 -1.7
SPVU Invesco S&P 500 Enhanced Value ETF 2.2 13 27 8.4 +1.9
FPX First Trust US Equity Opportunities ETF 2.2 61 -21 0.8 -5.7
XJH iShares ESG Screened S&P Mid-Cap ETF 2.2 12 28 5.8 -0.7
GLBL Pacer MSCI World Industry Advantage ETF 2.2 65 -25 3.5 -3.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.2 4 36 16.8 +10.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 21 4.9 -1.7
XOEF iShares S&P 500 ex S&P 100 ETF 2.2 20 20 4.6 -1.9
NUMG Nuveen ESG Mid-Cap Growth ETF 2.2 31 9 1.9 -4.7
AVMC Avantis U.S. Mid Cap Equity ETF 2.1 18 22 6.0 -0.6
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 28 5.9 -0.6
LRGC AB US Large Cap Strategic Equities ETF 2.1 48 -8 3.8 -2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -35 4.8 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 2.1 15 25 5.6 -0.9
RFFC ALPS Active Equity Opportunity ETF 2.1 48 -8 3.7 -2.8
VXF Vanguard Extended Market ETF 2.1 5 35 3.7 -2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 5 4.3 -2.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 11 4.1 -2.4
BLCR iShares Large Cap Core Active ETF 2.1 36 4 2.9 -3.6
CGGO Capital Group Global Growth Equity ETF 2.1 47 -7 4.1 -2.4
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 7.8 +1.3
FNDA Schwab Fundamental US Small Co. Index ETF 2.1 25 15 5.9 -0.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.1 35 5 5.7 -0.8
SVAL iShares US Small Cap Value Factor ETF 2.0 20 20 6.9 +0.3
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 27 5.6 -0.9
KNO AXS Knowledge Leaders ETF 2.0 78 -38 4.0 -2.5
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.4 -2.1
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 6.4 -0.1
LGCF Themes US Cash Flow Champions ETF 2.0 30 10 7.0 +0.5
DFSU Dimensional US Sustainability Core 1 ETF 2.0 18 22 4.6 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 15 4.2 -2.3
DTD WisdomTree U.S. Total Dividend Fund 2.0 28 12 5.6 -1.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 2.0 20 20 8.4 +1.8
STXK Strive Small-Cap ETF 2.0 18 22 5.0 -1.5
ABIG Argent Large Cap ETF 2.0 49 -9 4.4 -2.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 36 15.1 +8.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.0 58 -18 5.1 -1.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 2.0 20 20 4.3 -2.2
VBR Vanguard Small Cap Value ETF 2.0 7 33 7.6 +1.1
SCHA Schwab U.S. Small-Cap ETF 2.0 4 36 4.3 -2.2
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 5.4 -1.2
SIZE iShares MSCI USA Size Factor ETF 2.0 15 25 5.4 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 33 5.2 -1.4
CGUS Capital Group Core Equity ETF 2.0 33 7 3.6 -3.0
FSCS First Trust SMID Capital Strength ETF 2.0 60 -20 6.8 +0.3
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 2 3.9 -2.6
DXUV Dimensional US Vector Equity ETF 1.9 28 12 5.2 -1.4
TPHD Timothy Plan High Dividend Stock ETF 1.9 52 -12 5.9 -0.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.9 5 35 7.4 +0.8
GVIP Goldman Sachs Hedge Industry VIP ETF 1.9 45 -5 2.5 -4.1
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 5.4 -1.2
EZM WisdomTree U.S. MidCap Fund 1.9 38 2 7.8 +1.3
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.9 12 28 3.9 -2.7
SCHG Schwab U.S. Large-Cap Growth ETF 1.9 4 36 3.4 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.9 29 11 4.0 -2.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.1 -0.5
JPEF JPMorgan Equity Focus ETF 1.9 50 -10 3.9 -2.7
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.8 -1.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.9 7 33 6.0 -0.6
ANEW ProShares MSCI Transformational Changes ETF 1.9 45 -5 4.4 -2.1
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 6.5 0.0
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 20 7.5 +1.0
DHS WisdomTree U.S. High Dividend Fund 1.9 38 2 7.8 +1.3
WCEO Hypatia Women CEO ETF 1.9 85 -45 4.5 -2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.9 29 11 5.5 -1.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.9 49 -9 3.7 -2.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 25 5.0 -1.5
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.1 -2.5
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 22 4.4 -2.2
BMED Future Health ETF 1.8 85 -45 1.1 -5.4
FCPI Fidelity Stocks for Inflation ETF 1.8 15 25 5.9 -0.6
IWR iShares Russell Midcap ETF 1.8 19 21 5.3 -1.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -19 4.9 -1.6
ESGV Vanguard ESG U.S. Stock ETF 1.8 9 31 4.2 -2.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 10 7.4 +0.8
EPS WisdomTree U.S. LargeCap Fund 1.8 8 32 4.8 -1.8
CFA VictoryShares US 500 Volatility Wtd ETF 1.8 35 5 5.2 -1.3
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -27 8.2 +1.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.8 40 0 5.2 -1.4
AIEQ AI Powered Equity ETF 1.8 75 -35 3.7 -2.8
XITK State Street SPDR FactSet Innovative Technology ETF 1.8 45 -5 0.1 -6.4
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -22 1.6 -4.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 25 4.2 -2.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.8 35 5 6.7 +0.1
PFM Invesco Dividend Achievers ETF 1.8 53 -13 4.6 -1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.8 38 2 6.6 +0.1
JGLO JPMorgan Global Select Equity ETF 1.8 33 7 4.3 -2.2
SURE AdvisorShares Insiders Advantage ETF 1.7 90 -50 7.5 +1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.7 75 -35 3.1 -3.4
RJDI RJ Eagle Dividend Select Income ETF 1.7 55 -15 4.4 -2.1
QLV FlexShares US Quality Low Volatility Index Fund 1.7 22 18 5.0 -1.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 23 4.7 -1.9
IWN iShares Russell 2000 Value ETF 1.7 24 16 4.5 -2.0
SGRT SMART Earnings Growth 30 ETF 1.7 59 -19 2.6 -4.0
TOPC iShares S&P 500 3% Capped ETF 1.7 15 25 4.4 -2.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.7 52 -12 4.8 -1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.7 15 25 6.0 -0.6
WSML iShares MSCI World Small-Cap ETF 1.7 15 25 5.3 -1.2
VTWV Vanguard Russell 2000 Value ETF 1.7 10 30 4.7 -1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.7 60 -20 -0.9 -7.4
NULV Nuveen ESG Large-Cap Value ETF 1.7 26 14 5.1 -1.4
DFAT Dimensional U.S. Targeted Value ETF 1.7 28 12 8.3 +1.7
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 5.8 -0.7
GLRY Inspire Faithward Mid Cap Momentum ETF 1.7 80 -40 3.8 -2.8
JHML John Hancock Multifactor Large Cap ETF 1.7 29 11 4.5 -2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.2 -2.3
AVSC Avantis U.S Small Cap Equity ETF 1.7 25 15 4.4 -2.1
TOLL Tema Durable Quality ETF 1.6 75 -35 3.9 -2.7
SPGP Invesco S&P 500 GARP ETF 1.6 34 6 5.6 -0.9
TMAT Main Thematic Innovation ETF 1.6 164 -124 -2.0 -8.5
RNIN Bushido Capital US SMID Cap Equity ETF 1.6 70 -30 9.9 +3.3
ISMD Inspire Small/Mid Cap ETF 1.6 54 -14 4.8 -1.8
DCOR Dimensional US Core Equity 1 ETF 1.6 14 26 4.6 -2.0
FLV American Century Focused Large Cap Value ETF 1.6 42 -2 5.8 -0.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 3.2 -3.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -20 6.6 +0.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 15 4.9 -1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 5.8 -0.7
XVV iShares ESG Screened S&P 500 ETF 1.6 8 32 4.2 -2.4
DFSV Dimensional US Small Cap Value ETF 1.6 31 9 8.5 +1.9
ISCV iShares Morningstar Small Cap Value ETF 1.6 6 34 7.4 +0.9
AVMV Avantis U.S. Mid Cap Value ETF 1.6 20 20 7.2 +0.6
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 31 4.1 -2.4
HGRO Hedgeye Quality Growth ETF 1.6 70 -30 3.5 -3.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 31 4.4 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 1.6 4 36 5.5 -1.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.6 15 25 8.7 +2.1
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -39 3.4 -3.1
IJS iShares S&P Small-Cap 600 Value ETF 1.6 18 22 8.6 +2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -55 -0.5 -7.1
DFUS Dimensional U.S. Equity ETF 1.5 9 31 4.1 -2.4
DVY iShares Select Dividend ETF 1.5 38 2 7.7 +1.2
KOCG FIS Knights of Columbus Global Belief ETF 1.5 75 -35 4.5 -2.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.5 29 11 6.6 +0.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 1.5 7 33 9.7 +3.2
ENHU iShares Enhanced Large Cap Core Active ETF 1.5 22 18 4.2 -2.4
VTI Vanguard Total Stock Market ETF 1.5 3 37 4.2 -2.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.5 60 -20 5.6 -0.9
IWV iShares Russell 3000 ETF 1.5 20 20 4.1 -2.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.5 3 37 4.4 -2.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 37 4.2 -2.4
DGT State Street SPDR Global Dow ETF 1.5 50 -10 5.6 -0.9
VTHR Vanguard Russell 3000 ETF 1.5 7 33 4.2 -2.4
INRO iShares U.S. Industry Rotation Active ETF 1.5 42 -2 3.6 -2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.4 -2.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.5 52 -12 5.0 -1.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.5 20 20 4.0 -2.5
DFAU Dimensional US Core Equity Market ETF 1.5 12 28 4.3 -2.2
IYY iShares Dow Jones U.S. ETF 1.5 20 20 4.1 -2.4
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 4.3 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 1.5 10 30 4.3 -2.2
SCHK Schwab 1000 Index ETF 1.5 5 35 4.3 -2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 15 7.4 +0.8
IWB iShares Russell 1000 ETF 1.4 15 25 4.2 -2.3
VONE Vanguard Russell 1000 ETF 1.4 7 33 4.3 -2.3
SFGV Sequoia Global Value ETF 1.4 23 17 7.0 +0.4
SCHX Schwab U.S. Large-Cap ETF 1.4 3 37 4.3 -2.2
NUMV Nuveen ESG Mid-Cap Value ETF 1.4 31 9 5.3 -1.2
FMKT The Free Markets ETF 1.4 76 -36 4.2 -2.3
FFF Founders 100 ETF 1.4 75 -35 2.6 -3.9
SPY SPDR S&P 500 ETF 1.4 9 31 4.2 -2.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 38 4.3 -2.3
VOO Vanguard S&P 500 ETF 1.4 3 37 4.3 -2.3
EBI Longview Advantage ETF 1.4 35 5 5.9 -0.7
IVV iShares Core S&P 500 ETF 1.4 3 37 4.3 -2.3
EQL Alps Equal Sector Weight ETF 1.4 25 15 5.1 -1.5
IBBQ Invesco Nasdaq Biotechnology ETF 1.4 19 21 0.3 -6.3
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.1 -2.4
RAUS RACWI US ETF 1.4 15 25 4.2 -2.4
MGC Vanguard Mega Cap ETF 1.4 7 33 4.0 -2.6
VV Vanguard Large-Cap ETF 1.4 4 36 4.2 -2.4
CGV Conductor Global Equity Value ETF 1.4 130 -90 7.9 +1.4
SUSA iShares MSCI USA ESG Select ETF 1.4 25 15 4.0 -2.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.4 18 22 4.0 -2.6
GXLC Global X U.S. 500 ETF 1.4 2 38 4.1 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.4 75 -35 5.8 -0.8
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 37 4.2 -2.4
OPTZ Optimize Strategy Index ETF 1.4 50 -10 3.5 -3.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 4.2 -2.4
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 1 7.5 +1.0
VOTE TCW Transform 500 ETF 1.4 5 35 4.2 -2.4
DIVG Invesco S&P 500 High Dividend Growers ETF 1.4 39 1 7.1 +0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.4 50 -10 3.5 -3.0
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 3.8 -2.8
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 15 4.5 -2.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.2 -2.3
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 25 4.2 -2.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 20 5.7 -0.9
FNK First Trust Mid Cap Value AlphaDEX Fund 1.4 70 -30 9.3 +2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 40 12.6 +6.1
PBUS Invesco MSCI USA ETF 1.4 4 36 4.3 -2.3
VO Vanguard Mid-Cap ETF 1.3 4 36 20.7 +14.2
LRGF iShares U.S. Equity Factor ETF 1.3 8 32 4.6 -1.9
IWL iShares Russell Top 200 ETF 1.3 15 25 4.0 -2.6
APUE ActivePassive U.S. Equity ETF 1.3 45 -5 4.0 -2.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 4.5 -2.1
CGGR Capital Group Growth ETF 1.3 39 1 2.7 -3.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.2 -2.3
QWLD SPDR MSCI World StrategicFactors ETF 1.3 30 10 5.1 -1.4
CHRI Global X S&P 500 Christian Values ETF 1.3 29 11 4.0 -2.5
EES WisdomTree U.S. SmallCap Fund 1.3 38 2 7.5 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.2 -2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.5 -2.1
USMF WisdomTree U.S. Multifactor Fund 1.3 28 12 6.6 +0.0
ROE Astoria US Quality Kings ETF 1.3 49 -9 5.3 -1.3
THRO iShares U.S. Thematic Rotation Active ETF 1.3 90 -50 3.2 -3.4
RNMC First Trust Mid Cap US Equity Select ETF 1.3 60 -20 6.6 +0.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.3 47 -7 5.0 -1.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 3.7 -2.8
BFOR ALPS Barron's 400 ETF 1.3 65 -25 21.3 +14.7
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 3.0 -3.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 25 6.6 +0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.2 38 2 4.9 -1.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.2 35 5 6.5 -0.1
XMHQ Invesco S&P MidCap Quality ETF 1.2 25 15 5.9 -0.7
GURU Global X Guru Index ETF 1.2 75 -35 2.4 -4.1
ETHO Etho Climate Leadership U.S. ETF 1.2 47 -7 4.1 -2.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.2 15 25 6.2 -0.3
WCLD WisdomTree Cloud Computing Fund 1.2 45 -5 1.3 -5.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 7.7 +1.1
KLMN Invesco MSCI North America Climate ETF 1.2 9 31 4.4 -2.2
STOX Horizon Core Equity ETF 1.2 70 -30 3.6 -2.9
SFTY Horizon Managed Risk ETF 1.2 77 -37 3.5 -3.0
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -45 2.1 -4.4
FINX Global X FinTech ETF 1.2 68 -28 2.9 -3.6
TMFS Motley Fool Small-Cap Growth ETF 1.2 85 -45 1.2 -5.4
FDN First Trust Dow Jones Internet Index Fund 1.2 52 -12 2.8 -3.7
FDND FT Vest Dow Jones Internet & Target Income ETF 1.2 75 -35 2.8 -3.8
USEW Cambria US EW ETF 1.2 30 10 4.1 -2.4
GK AdvisorShares Gerber Kawasaki ETF 1.2 75 -35 1.5 -5.0
OEI Optimized Equity Income ETF 1.2 75 -35 3.6 -2.9
DSI iShares MSCI KLD 400 Social ETF 1.1 25 15 4.3 -2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.1 80 -40 3.5 -3.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -20 4.2 -2.3
OEF iShares S&P 100 ETF 1.1 20 20 3.9 -2.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.1 56 -16 6.8 +0.2
NULC Nuveen ESG Large-Cap ETF 1.1 21 19 4.0 -2.6
RPG Invesco S&P 500 Pure Growth ETF 1.1 35 5 2.7 -3.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.1 75 -35 4.1 -2.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -35 2.1 -4.4
ABLS Abacus FCF Small Cap Leaders ETF 1.1 59 -19 4.4 -2.2
BUZZ VanEck Social Sentiment ETF 1.1 75 -35 -0.7 -7.2
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 25 4.9 -1.6
DFVX Dimensional US Large Cap Vector ETF 1.1 22 18 5.3 -1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.1 70 -30 4.6 -2.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.1 35 5 6.7 +0.1
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 -9 7.4 +0.8
OGIG ALPS O'Shares Global Internet Giants ETF 1.1 48 -8 2.6 -3.9
TOK iShares MSCI Kokusai ETF 1.1 26 14 4.3 -2.2
HDUS Hartford Disciplined US Equity ETF 1.1 19 21 4.8 -1.8
HYP Golden Eagle Dynamic Hypergrowth ETF 1.1 85 -45 -0.8 -7.3
SFY SoFi Select 500 ETF 1.1 0 40 3.8 -2.7
USMV iShares MSCI USA Min Vol Factor ETF 1.1 15 25 5.3 -1.2
RVRB Reverb ETF 1.1 30 10 3.6 -3.0
DTEC ALPS Disruptive Technologies ETF 1.1 50 -10 3.6 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.1 25 15 5.4 -1.1
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -19 4.1 -2.4
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.7 -2.9
AGRW Allspring LT Large Growth ETF 1.0 35 5 3.6 -3.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.4 -2.1
CHGX AXS Change Finance ESG ETF 1.0 49 -9 4.3 -2.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.0 20 20 0.8 -5.7
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 5.9 -0.7
XLG Invesco S&P 500 Top 50 ETF 1.0 20 20 3.8 -2.7
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 27 5.3 -1.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.0 43 -3 4.8 -1.8
XMLV Invesco S&P MidCap Low Volatility ETF 1.0 25 15 6.5 -0.1
FDWM Fidelity Women's Leadership ETF 1.0 59 -19 3.9 -2.6
URTH iShares MSCI World ETF 1.0 24 16 4.4 -2.2
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 4.9 -1.7
KONG Formidable Fortress ETF 1.0 89 -49 5.3 -1.3
SIXS ETC 6 Meridian Small Cap Equity ETF 1.0 89 -49 7.4 +0.8
USXF iShares ESG Advanced MSCI USA ETF 1.0 10 30 3.9 -2.7
QGRO American Century U.S. Quality Growth ETF 1.0 29 11 4.1 -2.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -35 4.1 -2.4
XSHQ Invesco S&P SmallCap Quality ETF 0.9 29 11 6.7 +0.1
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 22 4.4 -2.2
JMOM JPMorgan U.S. Momentum Factor ETF 0.9 12 28 3.4 -3.2
GQQQ Astoria US Quality Growth Kings ETF 0.9 35 5 3.4 -3.1
LOWV AB US Low Volatility Equity ETF 0.9 48 -8 4.4 -2.2
VT Vanguard Total World Stock ETF 0.9 6 34 5.1 -1.5
GINX SGI Enhanced Global Income ETF 0.9 98 -58 6.5 -0.1
ACWI iShares MSCI ACWI ETF 0.9 32 8 4.7 -1.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.9 73 -33 9.2 +2.6
FVD First Trust Value Line Dividend Index Fund 0.9 65 -25 5.5 -1.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 31 4.9 -1.6
AVUS Avantis U.S. Equity ETF 0.9 15 25 4.7 -1.8
THNR Amplify Weight Loss Drug & Treatment ETF 0.9 59 -19 5.7 -0.8
IBUY Amplify Online Retail ETF 0.9 65 -25 2.2 -4.4
ACVF American Conservative Values ETF 0.9 75 -35 3.8 -2.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.9 60 -20 3.2 -3.4
PSET Principal Quality ETF 0.9 15 25 4.9 -1.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 54 -14 6.0 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 0.9 23 17 5.3 -1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 34 3.3 -3.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.9 47 -7 7.3 +0.7
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 4.3 -2.2
FXG First Trust Consumer Staples AlphaDEX Fund 0.9 63 -23 8.0 +1.5
CGDV Capital Group Dividend Value ETF 0.9 33 7 3.8 -2.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 30 4.3 -2.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.8 30 10 4.1 -2.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 0.8 48 -8 5.5 -1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -9 4.7 -1.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.3 -2.3
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -9 4.9 -1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.8 15 25 3.9 -2.6
KLMT Invesco MSCI Global Climate 500 ETF 0.8 10 30 5.0 -1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 4.8 -1.8
PTL Inspire 500 ETF 0.8 9 31 4.5 -2.1
ABFL Abacus FCF Leaders ETF 0.8 59 -19 3.8 -2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.8 18 22 7.7 +1.1
BIBL Inspire 100 ETF 0.8 35 5 4.1 -2.4
TMFC Motley Fool 100 Index ETF 0.8 50 -10 3.1 -3.5
MFIG Motley Fool Innovative Growth Factor ETF 0.8 50 -10 2.8 -3.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.8 15 25 7.7 +1.2
GOP Unusual Whales Subversive Republican Trading ETF 0.8 50 -10 4.2 -2.3
BLES Inspire Global Hope ETF 0.8 61 -21 5.7 -0.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.8 38 2 7.7 +1.2
FDMO Fidelity Momentum Factor ETF 0.7 15 25 2.5 -4.0
SXQG ETC 6 Meridian Quality Growth ETF 0.7 100 -60 3.1 -3.5
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.7 60 -20 6.3 -0.2
XMVM Invesco S&P MidCap Value with Momentum ETF 0.7 39 1 7.0 +0.5
SKYY First Trust Cloud Computing ETF 0.7 60 -20 2.9 -3.7
SMDV ProShares Russell 2000 Dividend Growers ETF 0.7 40 0 6.5 -0.1
FSST Fidelity Sustainable U.S. Equity ETF 0.7 59 -19 3.6 -3.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.7 59 -19 8.1 +1.5
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.7 35 5 4.8 -1.8
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.7 60 -20 4.6 -2.0
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -49 4.3 -2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 0.7 59 -19 1.8 -4.7
DEW WisdomTree Global High Dividend Fund 0.7 58 -18 7.0 +0.4
FDVV Fidelity High Dividend ETF 0.7 15 25 6.5 -0.0
ASCE Allspring SMID Core ETF 0.7 38 2 2.9 -3.6
CVY Invesco Zacks Multi-Asset Income ETF 0.7 106 -66 9.7 +3.1
QTUM Defiance Quantum ETF 0.6 40 0 3.9 -2.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 0.6 32 8 3.9 -2.6
AVLV Avantis U.S. Large Cap Value ETF 0.6 15 25 5.7 -0.8
VOT Vanguard Mid-Cap Growth ETF 0.6 7 33 3.1 -3.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 0.6 12 28 5.4 -1.1
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.6 35 5 5.7 -0.8
CANC Tema Oncology ETF 0.6 75 -35 -2.2 -8.7
JEPI JPMorgan Equity Premium Income ETF 0.6 35 5 5.1 -1.5
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -12 3.8 -2.8
IWC iShares Micro-Cap ETF 0.6 60 -20 -1.3 -7.9
MAGA Point Bridge America First ETF 0.6 72 -32 5.0 -1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.6 30 10 3.8 -2.8
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 17 3.0 -3.6
XSLV Invesco S&P SmallCap Low Volatility ETF 0.6 25 15 7.0 +0.4
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 2 7.9 +1.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.6 40 0 3.5 -3.0
CGDG Capital Group Dividend Growers ETF 0.5 47 -7 5.1 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 0.5 15 25 4.6 -1.9
TIME Clockwise Core Equity & Innovation ETF 0.5 95 -55 2.2 -4.4
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 -10 4.9 -1.7
OALC OneAscent Large Cap Core ETF 0.5 86 -46 3.5 -3.1
TEXN iShares Texas Equity ETF 0.5 20 20 5.2 -1.3
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 7.7 +1.1
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.6 -0.9
VAMO Cambria Value & Momentum ETF 0.5 61 -21 5.1 -1.4
GEW Cambria Global EW ETF 0.5 29 11 5.4 -1.2
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.4 -2.2
CZAR Themes Natural Monopoly ETF 0.4 35 5 5.3 -1.2
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 3.2 -3.3
PPTY US Diversified Real Estate ETF 0.4 53 -13 7.0 +0.5
MILN Global X Millennial Consumer ETF 0.4 50 -10 4.0 -2.5
AOTS AOT Software Platform ETF 0.4 49 -9 4.8 -1.7
USCF Themes US Cash Flow Champions ETF 0.4 29 11 7.4 +0.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.4 18 22 3.1 -3.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 28 4.5 -2.0
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 11 9.3 +2.8
CRTC Xtrackers US National Critical Technologies ETF 0.3 35 5 4.3 -2.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.3 15 25 3.1 -3.5
AVUQ Avantis U.S. Quality ETF 0.3 15 25 3.7 -2.8
MNZL Manzil Russell Halal USA Broad MarketETF 0.3 40 0 3.8 -2.8
SPMO Invesco S&P 500 Momentum ETF 0.3 13 27 3.0 -3.5
FBT First Trust NYSE Arca Biotechnology Index Fund 0.3 56 -16 2.2 -4.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.0 -3.5
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.3 -4.2
AOTG AOT Growth and Innovation ETF 0.3 75 -35 1.3 -5.2
ESGG FlexShares STOXX Global ESG Select Index Fund 0.2 42 -2 4.0 -2.5
STXG Strive 1000 Growth ETF 0.2 18 22 3.3 -3.2
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 3.8 -2.8
VOOG Vanguard S&P 500 Growth ETF 0.2 7 33 19.4 +12.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 3.2 -3.4
IVW iShares S&P 500 Growth ETF 0.2 18 22 3.1 -3.5
ILCG iShares Morningstar Growth ETF 0.2 4 36 3.2 -3.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.2 12 28 3.7 -2.8
ARKK ARK Innovation ETF 0.2 75 -35 -3.0 -9.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 30 7.7 +1.2
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 14.9 +8.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.2 60 -20 4.9 -1.7
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.2 30 10 13.1 +6.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.1 -2.5
JQUA JPMorgan U.S. Quality Factor ETF 0.2 12 28 4.9 -1.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 3.5 -3.0
DIVN Horizon Dividend Income ETF 0.2 70 -30 6.5 -0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.2 37 3 5.4 -1.2
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 3.7 -2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.1 10 30 3.8 -2.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.1 69 -29 -0.8 -7.3
TTAC FCF US Quality ETF 0.1 59 -19 5.8 -0.8
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -7.0
PRXG Praxis Impact Large Cap Growth ETF 0.1 36 4 3.3 -3.3
XT iShares Exponential Technologies ETF 0.1 46 -6 4.0 -2.5
VUG Vanguard Growth ETF 0.1 4 36 21.6 +15.1
DUHP Dimensional US High Profitability ETF 0.1 21 19 5.2 -1.3
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.3 -1.2
ISRA VanEck Israel ETF 0.1 59 -19 6.1 -0.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -3.5 -10.0
QGRW WisdomTree U.S. Quality Growth Fund 0.1 28 12 3.0 -3.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 3.7 -2.8
IQM Franklin Intelligent Machines ETF 0.1 50 -10 1.3 -5.3
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 22 0.0 -6.5
IWF iShares Russell 1000 Growth ETF 0.1 19 21 15.5 +8.9
VONG Vanguard Russell 1000 Growth ETF 0.1 7 33 3.9 -2.7
WRND IQ Global Equity R&D Leaders ETF 0.1 18 22 4.2 -2.3
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -6.5
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -20 2.6 -4.0
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.9 -2.6
JGRO JPMorgan Active Growth ETF 0.0 44 -4 2.7 -3.9
WSGE Warren Street Global Equity ETF 0.0 80 -40 2.9 -3.7
QDF FlexShares Quality Dividend Index Fund 0.0 37 3 5.3 -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 U.S. Healthcare Providers ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.4 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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