iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 7.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 14.1x P/Sales
ratio		 0.5x
P/BV
ratio		 2.0x Div.
yield		 1.4%


  • 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) $605
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 64
Wgt avg mkt cap (mns) $114,821
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 18.0 %
ELEVANCE HEALTH INC 12.1 %
CIGNA CORPORATION 11.3 %
HCA HOLDINGS INC 5.2 %
CENTENE CORP 4.9 %
CVS CAREMARK CORP 4.7 %
VEEVA SYSTEMS INC-CLASS A 4.6 %
HUMANA INC 4.6 %
LABCORP HOLDINGS 3.4 %
QUEST DIAGNOSTICS 3.3 %
Total 72.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.7 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
5.0% -2.3% 6.6% 8.0% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.60 33%
MSCI EAFE 0.63 38%
MSCI Emg. Mkts. 0.31 10%

Technical Indicators
Recent close $48.04
30d moving avg. $51.36
Annualized volatility 17.2%
Short interest (ETF) 2.6%
Short interest (Underlying) 2.5%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 238
Turnover 1.9%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 667 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™: 7.9%


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 41.1 35 5 3.5 -4.4
FXH First Trust Health Care AlphaDEX Fund 26.5 62 -22 8.7 +0.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 20.5 40 0 7.8 -0.1
VHT Vanguard Health Care ETF 17.7 10 30 6.3 -1.6
FHLC Fidelity MSCI Health Care Index ETF 17.4 8 32 6.5 -1.4
XLV Health Care Select Sector SPDR Fund 16.9 8 32 7.8 -0.1
IYH iShares U.S. Healthcare ETF 16.6 40 0 7.1 -0.8
DUSA Davis Select U.S. Equity ETF 14.0 61 -21 7.7 -0.2
RPV Invesco S&P 500 Pure Value ETF 12.7 35 5 10.8 +2.9
VFLO VictoryShares Free Cash Flow ETF 12.1 39 1 10.9 +3.0
IXJ iShares Global Healthcare ETF 12.0 42 -2 7.2 -0.6
FDHT Fidelity Digital Health ETF 11.5 39 1 0.9 -7.0
SPVU Invesco S&P 500 Enhanced Value ETF 11.5 13 27 10.2 +2.3
QVAL Alpha Architect US Quantitative Value ETF 11.2 39 1 10.0 +2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.7 60 -20 6.2 -1.7
PINK Simplify Health Care ETF 10.0 50 -10 1.0 -6.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 9.8 65 -25 1.0 -6.9
LQPE PEO AlphaQuest Thematic PE ETF 9.8 125 -85 6.6 -1.3
MEDI Harbor Health Care ETF 9.4 80 -40 -1.6 -9.5
HEAL Global X HealthTech ETF 9.3 50 -10 -0.7 -8.6
QLTY GMO U.S. Quality ETF 9.0 50 -10 4.9 -3.0
RWL Invesco S&P 500 Revenue ETF 8.9 39 1 6.9 -1.0
DSTL Distillate US Fundamental Stability & Value ETF 8.7 39 1 8.4 +0.5
FMED Fidelity Disruptive Medicine ETF 8.7 50 -10 -1.1 -9.0
FBCV Fidelity Blue Chip Value ETF 8.5 59 -19 7.5 -0.4
SMRI Bushido Capital US Equity ETF 8.5 71 -31 9.5 +1.6
HKND Humankind US Stock ETF 7.9 11 29 7.4 -0.5
GDOC Goldman Sachs Future Health Care Equity ETF 7.7 75 -35 2.8 -5.1
DWLD Davis Select Worldwide ETF 7.5 63 -23 7.6 -0.3
HART IQ Healthy Hearts ETF 7.3 45 -5 6.6 -1.3
BLCV iShares Large Cap Value Active ETF 7.1 53 -13 7.5 -0.4
ECML Euclidean Fundamental Value ETF 7.0 95 -55 13.1 +5.2
FLDZ RiverNorth Patriot ETF 6.9 75 -35 5.8 -2.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 6.8 79 -39 5.1 -2.8
VLUE iShares MSCI USA Value Factor ETF 6.7 15 25 10.2 +2.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.6 20 20 5.7 -2.2
FEGE First Eagle Global Equity ETF 6.2 79 -39 7.2 -0.7
ACSI American Customer Satisfaction ETF 6.1 65 -25 4.9 -3.0
SNPV Xtrackers S&P 500 Value ESG ETF 6.0 15 25 7.0 -0.9
LYLD Cambria Large Cap Shareholder Yield ETF 5.9 59 -19 9.9 +2.0
SRHQ SRH U.S. Quality ETF 5.9 35 5 7.5 -0.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.8 70 -30 2.9 -5.0
DIA SPDR Dow Jones Industrial Average ETF Trust 5.7 16 24 5.7 -2.2
JAVA JPMorgan Active Value ETF 5.6 44 -4 6.6 -1.3
DFUV Dimensional US Marketwide Value ETF 5.6 22 18 8.0 +0.1
PSC Principal U.S. Small-Cap ETF 5.5 38 2 7.0 -0.8
DFLV Dimensional US Large Cap Value ETF 5.3 22 18 8.2 +0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -40 6.1 -1.8
FMTM MarketDesk Focused U.S. Momentum ETF 5.3 45 -5 5.1 -2.8
WTV WisdomTree US Value Fund of Benef Interest 5.0 12 28 9.3 +1.4
DIVL Madison Dividend Value ETF 5.0 65 -25 5.8 -2.1
QUVU Hartford Quality Value ETF 4.9 46 -6 7.3 -0.6
MVPA Miller Value Partners Appreciation ETF 4.9 60 -20 8.5 +0.6
IWO iShares Russell 2000 Growth ETF 4.9 24 16 1.4 -6.5
VTWG Vanguard Russell 2000 Growth ETF 4.9 15 25 1.5 -6.4
XMHQ Invesco S&P MidCap Quality ETF 4.8 25 15 6.8 -1.1
EQIN Columbia US Equity Income ETF 4.8 35 5 7.0 -0.9
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 4.7 75 -35 1.0 -6.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.7 55 -15 10.6 +2.7
IUS Invesco RAFI Strategic US ETF 4.7 19 21 6.9 -1.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.7 39 1 10.8 +2.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.7 30 10 6.8 -1.1
OSCV Opus Small Cap Value ETF 4.6 79 -39 6.9 -1.0
LCF Touchstone US Large Cap Focused ETF 4.6 69 -29 4.5 -3.4
MGRO VanEck Morningstar Wide Moat Growth ETF 4.6 49 -9 4.4 -3.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.6 29 11 6.5 -1.4
RTH VanEck Retail ETF 4.5 35 5 5.2 -2.7
PSCH Invesco S&P SmallCap Health Care ETF 4.5 29 11 4.3 -3.6
CVAR Cultivar ETF 4.4 87 -47 7.2 -0.7
USSE Segall Bryant & Hamill Select Equity ETF 4.4 65 -25 4.2 -3.7
FDLS Inspire Fidelis Multi Factor ETF 4.4 76 -36 5.1 -2.8
FNDX Schwab Fundamental US Large Co. Index ETF 4.4 25 15 7.4 -0.5
SPVM Invesco S&P 500 Value with Momentum ETF 4.4 39 1 8.5 +0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.3 20 20 7.6 -0.3
VEGN US Vegan Climate ETF 4.3 60 -20 4.6 -3.3
GVLU Gotham 1000 Value ETF 4.3 50 -10 9.1 +1.2
CGDV Capital Group Dividend Value ETF 4.3 33 7 4.8 -3.1
VLU SPDR S&P 1500 Value Tilt ETF 4.3 12 28 7.8 -0.1
COWS Amplify Cash Flow Dividend Leaders ETF 4.3 0 40 12.6 +4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.3 19 21 6.5 -1.4
FNDB Schwab Fundamental US Broad Market Index ETF 4.2 25 15 7.4 -0.5
FNX First Trust Mid Cap Core AlphaDEX Fund 4.2 60 -20 7.8 -0.1
MGV Vanguard Mega Cap Value ETF 4.2 7 33 6.8 -1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.2 24 16 8.2 +0.3
JVAL JPMorgan U.S. Value Factor ETF 4.2 12 28 8.6 +0.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 4.1 25 15 5.3 -2.6
HLGE Hartford Longevity Economy ETF 4.1 44 -4 6.4 -1.5
XMMO Invesco S&P MidCap Momentum ETF 4.1 34 6 5.5 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.1 75 -35 7.3 -0.6
EVUS iShares ESG Aware MSCI USA Value ETF 4.1 18 22 6.9 -1.0
STXV Strive 1000 Value ETF 4.1 18 22 8.3 +0.4
SDEP SFP Core Equity Strategy 4.0 10 30 6.5 -1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.0 60 -20 10.1 +2.2
PKW Invesco Buyback Achievers ETF 4.0 62 -22 7.6 -0.3
ITAN Sparkline Intangible Value ETF 4.0 50 -10 6.5 -1.4
FUNL CornerCap Fundametrics Large-Cap ETF 4.0 50 -10 7.5 -0.4
FCPI Fidelity Stocks for Inflation ETF 4.0 15 25 7.6 -0.3
IJK iShares S&P Mid-Cap 400 Growth ETF 4.0 17 23 6.0 -1.9
ISCG iShares Morningstar Small-Cap Growth ETF 3.9 6 34 2.9 -5.0
FTA First Trust Large Cap Value AlphaDEX Fund 3.9 59 -19 9.3 +1.4
XMLV Invesco S&P MidCap Low Volatility ETF 3.9 25 15 7.8 -0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.9 48 -8 8.3 +0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 3.9 31 9 2.5 -5.4
IWX iShares Russell Top 200 Value ETF 3.9 20 20 6.4 -1.5
IYK iShares U.S. Consumer Staples ETF 3.9 40 0 6.1 -1.8
JPEF JPMorgan Equity Focus ETF 3.9 50 -10 4.5 -3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.9 15 25 6.0 -1.9
RAFE PIMCO RAFI ESG U.S. ETF 3.9 29 11 7.5 -0.4
YALL God Bless America ETF 3.8 65 -25 3.7 -4.2
SSPY Syntax Stratified LargeCap ETF 3.8 30 10 6.7 -1.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 3.8 52 -12 6.0 -1.9
ULVM VictoryShares US Value Momentum ETF 3.8 20 20 7.4 -0.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.8 65 -25 6.4 -1.5
MBOX Freedom Day Dividend ETF 3.8 39 1 7.6 -0.3
VTV Vanguard Value ETF 3.8 4 36 7.1 -0.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.8 15 25 6.0 -1.9
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.8 35 5 5.3 -2.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.7 39 1 3.8 -4.1
AFMC First Trust Active Factor Mid Cap ETF 3.7 65 -25 8.7 +0.8
EQRR ProShares Equities for Rising Rates ETF 3.6 35 5 8.3 +0.4
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 22 6.9 -1.0
FVAL Fidelity Value Factor ETF 3.6 15 25 7.2 -0.7
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.6 25 15 8.2 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 20 6.6 -1.3
WLDR Affinity World Leaders Equity ETF 3.6 67 -27 7.9 0.0
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.6 -3.3
SYLD Cambria Shareholder Yield ETF 3.6 59 -19 11.8 +3.9
AFSM First Trust Active Factor Small Cap ETF 3.5 75 -35 7.7 -0.2
HELX Franklin Genomic Advancements ETF 3.5 50 -10 -0.2 -8.1
MODL VictoryShares WestEnd U.S. Sector ETF 3.5 42 -2 4.7 -3.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.5 35 5 7.1 -0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 28 6.7 -1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.5 18 22 7.8 -0.1
CGUS Capital Group Core Equity ETF 3.5 33 7 4.6 -3.3
USMC Principal U.S. Mega-Cap ETF 3.5 12 28 4.7 -3.2
CCMG CCM Global Equity ETF 3.5 34 6 8.8 +1.0
FESM Fidelity Enhanced Small Cap ETF 3.5 28 12 8.1 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.4 60 -20 5.9 -2.0
VYM Vanguard High Dividend Yield Index ETF 3.4 6 34 7.4 -0.5
LRGC AB US Large Cap Strategic Equities ETF 3.4 48 -8 4.8 -3.1
CHGX AXS Change Finance ESG ETF 3.4 49 -9 4.9 -3.0
ILCV iShares Morningstar Value ETF 3.4 4 36 6.8 -1.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.4 43 -3 6.3 -1.6
DVND Touchstone Dividend Select ETF 3.4 67 -27 6.0 -1.9
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 -19 4.6 -3.3
PRF Invesco FTSE RAFI US 1000 ETF 3.4 39 1 7.1 -0.8
FXG First Trust Consumer Staples AlphaDEX Fund 3.4 63 -23 7.9 +0.0
GLRY Inspire Faithward Mid Cap Momentum ETF 3.4 80 -40 6.3 -1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.4 35 5 6.1 -1.8
VOOV Vanguard S&P 500 Value ETF 3.3 10 30 6.5 -1.4
IVE iShares S&P 500 Value ETF 3.3 18 22 6.4 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 3.3 4 36 6.5 -1.4
BLCR iShares Large Cap Core Active ETF 3.3 36 4 4.0 -3.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -15 5.0 -2.9
ROUS Hartford Multifactor US Equity ETF 3.3 19 21 7.2 -0.7
LST Leuthold Select Industries ETF 3.3 91 -51 5.6 -2.3
PRAY FIS Christian Stock Fund 3.3 69 -29 5.4 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.3 9 31 4.7 -3.2
BGDV Bahl & Gaynor Dividend ETF 3.3 45 -5 4.9 -3.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.3 18 22 5.6 -2.3
IUSV iShares Core S&P US Value ETF 3.3 4 36 6.7 -1.2
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 -25 5.2 -2.7
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.2 39 1 6.1 -1.8
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 23 7.0 -0.9
VFVA Vanguard U.S. Value Factor ETF 3.2 13 27 11.5 +3.6
VONV Vanguard Russell 1000 Value ETF 3.2 8 32 6.7 -1.2
IWD iShares Russell 1000 Value ETF 3.2 19 21 6.6 -1.3
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 2 4.8 -3.1
ONEO SPDR Russell 1000 Momentum Focus ETF 3.2 20 20 7.1 -0.8
MOTE VanEck Morningstar ESG Moat ETF 3.2 49 -9 5.8 -2.1
DIVZ TrueShares Low Volatility Equity Income ETF 3.2 65 -25 6.6 -1.3
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.5 -0.4
PWV Invesco Large Cap Value ETF 3.1 55 -15 7.5 -0.4
IWM iShares Russell 2000 ETF 3.1 19 21 4.7 -3.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.1 50 -10 8.3 +0.4
RSSL Global X Russell 2000 ETF 3.1 8 32 4.7 -3.2
VTWO Vanguard Russell 2000 ETF 3.1 10 30 4.7 -3.2
TXS Texas Capital Texas Equity Index ETF 3.1 49 -9 5.8 -2.1
QUS SPDR MSCI USA StrategicFactors ETF 3.1 15 25 5.8 -2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 23 6.1 -1.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.1 60 -20 10.1 +2.2
GSPY Gotham Enhanced 500 ETF 3.0 50 -10 5.5 -2.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 20 6.1 -1.8
VBK Vanguard Small-Cap Growth ETF 3.0 7 33 1.9 -6.0
FFTY Innovator IBD 50 ETF 3.0 80 -40 -0.4 -8.3
MDY SPDR S&P Midcap 400 ETF Trust 2.9 24 16 7.4 -0.5
XITK SPDR FactSet Innovative Technology ETF 2.9 45 -5 0.4 -7.5
IJH iShares Core S&P Mid-Cap ETF 2.9 5 35 7.6 -0.3
FSCS First Trust SMID Capital Strength ETF 2.9 60 -20 6.9 -1.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.9 70 -30 4.8 -3.1
DFSU Dimensional US Sustainability Core 1 ETF 2.9 18 22 5.6 -2.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.8 10 30 7.6 -0.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.8 3 37 7.6 -0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.8 29 11 8.9 +1.0
ISMD Inspire Small/Mid Cap ETF 2.8 54 -14 6.1 -1.8
ROSC Hartford Multifactor Small Cap ETF 2.8 34 6 10.1 +2.2
KOMP SPDR S&P Kensho New Economies Composite ETF 2.8 20 20 3.5 -4.4
FAB First Trust Multi Cap Value AlphaDEX Fund 2.8 67 -27 10.5 +2.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.8 12 28 7.3 -0.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 25 9.4 +1.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.8 80 -40 8.1 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 21 5.3 -2.6
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 25 7.3 -0.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 2.3 -5.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.8 39 1 6.7 -1.2
JGRW Jensen Quality Growth ETF 2.7 57 -17 4.5 -3.4
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.7 5 35 8.1 +0.2
BDIV AAM Brentview Dividend Growth ETF 2.7 49 -9 4.7 -3.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.7 15 25 8.2 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 2.7 9 31 5.7 -2.2
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.7 40 0 7.2 -0.7
CZA Invesco Zacks Mid-Cap ETF 2.7 72 -32 6.5 -1.4
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -25 4.5 -3.4
TMFX Motley Fool Next Index ETF 2.7 50 -10 2.8 -5.1
EDOW First Trust Dow 30 Equal Weight ETF 2.6 50 -10 5.3 -2.6
MOAT VanEck Morningstar Wide Moat ETF 2.6 46 -6 5.9 -2.0
NUSC Nuveen ESG Small-Cap ETF 2.6 31 9 5.6 -2.3
SAGP Strategas Global Policy Opportunities ETF 2.6 65 -25 5.4 -2.5
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 25 7.6 -0.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.6 15 25 7.5 -0.4
DFAS Dimensional U.S. Small Cap ETF 2.6 26 14 6.8 -1.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.6 28 12 5.7 -2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.5 75 -35 5.3 -2.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.5 55 -15 4.3 -3.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.5 7 33 7.6 -0.3
VIG Vanguard Dividend Appreciation ETF 2.5 6 34 5.7 -2.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 7.6 -0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 2.5 45 -5 9.5 +1.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.5 35 5 9.8 +1.9
NULV Nuveen ESG Large-Cap Value ETF 2.5 26 14 6.4 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 25 5.6 -2.3
STXM Strive Mid-Cap ETF 2.5 18 22 6.5 -1.4
USMF WisdomTree U.S. Multifactor Fund 2.5 28 12 6.7 -1.2
EUSA iShares MSCI USA Equal Weighted ETF 2.5 9 31 6.2 -1.7
LGCF Themes US Cash Flow Champions ETF 2.5 30 10 8.5 +0.6
SFYX SoFi Next 500 ETF 2.5 0 40 5.9 -2.0
KRMA Global X Conscious Companies ETF 2.5 43 -3 5.9 -2.0
ISCB iShares Morningstar Small-Cap ETF 2.5 4 36 6.3 -1.6
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 5 5.9 -2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 0 5.9 -2.0
VXF Vanguard Extended Market ETF 2.4 6 34 5.0 -2.9
VFMF Vanguard U.S. Multifactor ETF 2.4 18 22 8.3 +0.4
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 20 6.5 -1.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.4 24 16 8.0 +0.1
SCHA Schwab U.S. Small-Cap ETF 2.4 4 36 6.5 -1.4
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -2 7.0 -0.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 -19 6.2 -1.7
RFFC ALPS Active Equity Opportunity ETF 2.4 48 -8 4.7 -3.2
CGGO Capital Group Global Growth Equity ETF 2.4 47 -7 4.9 -3.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -20 5.9 -2.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.4 55 -15 4.7 -3.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.4 18 22 5.7 -2.2
FPX First Trust US Equity Opportunities ETF 2.4 61 -21 1.1 -6.8
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 34 8.4 +0.5
FDMO Fidelity Momentum Factor ETF 2.4 15 25 3.9 -4.0
SIZE iShares MSCI USA Size Factor ETF 2.4 15 25 5.9 -2.0
ARKG ARK Genomic Revolution ETF 2.4 75 -35 0.0 -7.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.4 35 5 5.3 -2.6
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 30 5.3 -2.6
AGNG Global X Aging Population ETF 2.4 50 -10 5.0 -2.9
GDIV Harbor Dividend Growth Leaders ETF 2.4 50 -10 5.3 -2.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 26 5.1 -2.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.4 49 -9 4.3 -3.6
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 -2 6.5 -1.4
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 -19 3.9 -4.0
STXD Strive 1000 Dividend Growth ETF 2.3 35 5 5.0 -2.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 15 25 5.8 -2.1
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 15 6.3 -1.6
VB Vanguard Small-Cap ETF 2.3 5 35 6.3 -1.6
GQQQ Astoria US Quality Growth Kings ETF 2.3 35 5 4.9 -3.0
AFLG First Trust Active Factor Large Cap ETF 2.3 55 -15 6.2 -1.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 31 6.2 -1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 2.3 15 25 5.7 -2.2
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 13 9.3 +1.4
FMDE Fidelity Enhanced Mid Cap ETF 2.3 23 17 5.9 -2.0
IJR iShares Core S&P Small Cap ETF 2.3 6 34 8.0 +0.2
TPSC Timothy Plan US Small Cap Core ETF 2.3 52 -12 7.1 -0.8
CGGR Capital Group Growth ETF 2.3 39 1 3.4 -4.5
FNDA Schwab Fundamental US Small Co. Index ETF 2.2 25 15 8.2 +0.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 31 5.2 -2.7
WCEO Hypatia Women CEO ETF 2.2 85 -45 4.8 -3.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 5 8.1 +0.2
SMOT VanEck Morningstar SMID Moat ETF 2.2 49 -9 6.9 -1.0
VOE Vanguard Mid-Cap Value ETF 2.2 7 33 7.8 -0.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.2 68 -28 2.6 -5.3
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -20 6.2 -1.7
SUSA iShares MSCI USA ESG Select ETF 2.2 25 15 4.9 -3.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 10 8.2 +0.3
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 22 5.4 -2.5
RWK Invesco S&P MidCap 400 Revenue ETF 2.2 39 1 9.8 +1.9
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 31 4.9 -3.0
EES WisdomTree U.S. SmallCap Fund 2.2 38 2 9.3 +1.4
FYX First Trust Small Cap Core AlphaDEX Fund 2.2 61 -21 6.6 -1.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.2 10 30 8.0 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 4.9 -3.0
SMLF iShares U.S. SmallCap Equity Factor ETF 2.2 15 25 6.5 -1.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -55 0.6 -7.3
DGRO iShares Core Dividend Growth ETF 2.1 8 32 6.6 -1.3
HAPS Harbor Human Capital Factor US Small Cap ETF 2.1 60 -20 4.3 -3.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 37 8.1 +0.2
FQAL Fidelity Quality Factor ETF 2.1 15 25 5.7 -2.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.1 50 -10 4.1 -3.8
JHML John Hancock Multifactor Large Cap ETF 2.1 29 11 5.5 -2.4
SCHG Schwab U.S. Large-Cap Growth ETF 2.1 4 36 4.1 -3.8
BFOR ALPS Barron's 400 ETF 2.1 65 -25 6.1 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 36 6.3 -1.6
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 5.0 -2.9
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -50 9.9 +2.0
BEEX BeeHive ETF 2.1 84 -44 4.7 -3.2
SDOG ALPS Sector Dividend Dogs ETF 2.1 36 4 9.5 +1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 25 4.8 -3.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 28 4.6 -3.3
COWZ Pacer US Cash Cows 100 ETF 2.1 49 -9 9.5 +1.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 5.1 -2.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 8.1 +0.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -9 5.0 -2.9
NIXT Research Affiliates Deletions ETF 2.1 9 31 5.8 -2.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 33 6.3 -1.6
EZM WisdomTree U.S. MidCap Fund 2.1 38 2 9.4 +1.5
FNK First Trust Mid Cap Value AlphaDEX Fund 2.1 70 -30 11.7 +3.8
PFM Invesco Dividend Achievers ETF 2.1 53 -13 5.4 -2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.1 29 11 6.6 -1.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 30 5.4 -2.5
FTDS First Trust Dividend Strength ETF 2.0 70 -30 7.8 -0.1
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 10.5 +2.6
DFVX Dimensional US Large Cap Vector ETF 2.0 22 18 6.5 -1.4
DSPY Tema S&P 500 Historical Weight ETF 2.0 18 22 5.3 -2.6
USMV iShares MSCI USA Min Vol Factor ETF 2.0 15 25 5.5 -2.4
TOPT iShares Top 20 U.S. Stocks ETF 2.0 20 20 4.2 -3.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.0 15 25 6.2 -1.7
SLYV SPDR S&P 600 Small Cap Value ETF 2.0 15 25 10.5 +2.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 15 25 10.5 +2.6
IWS iShares Russell Mid-Cap Value ETF 2.0 23 17 6.9 -1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 15 6.0 -1.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -25 3.7 -4.2
USRD Themes US R&D Champions ETF 2.0 29 11 5.0 -2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 36 6.3 -1.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -12 6.9 -1.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 2.0 29 11 6.1 -1.8
NULC Nuveen ESG Large-Cap ETF 2.0 21 19 4.9 -3.0
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 20 7.1 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.9 60 -20 4.6 -3.3
IWR iShares Russell Midcap ETF 1.9 19 21 5.9 -2.0
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 31 5.0 -2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 5.1 -2.8
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.7 -2.2
TAX Cambria Tax Aware ETF 1.9 49 -9 5.2 -2.7
QWLD SPDR MSCI World StrategicFactors ETF 1.9 30 10 6.2 -1.7
WDNA WisdomTree BioRevolution Fund 1.9 45 -5 -1.7 -9.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.9 25 15 6.0 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 5.3 -2.6
VFMO Vanguard U.S. Momentum Factor ETF 1.9 13 27 3.2 -4.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 29 5.3 -2.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.9 75 -35 4.9 -3.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 5.1 -2.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 23 5.8 -2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -20 2.1 -5.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 5.1 -2.8
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.8 -3.1
ROE Astoria US Quality Kings ETF 1.9 49 -9 6.7 -1.2
VOTE TCW Transform 500 ETF 1.9 5 35 5.1 -2.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 5.2 -2.7
XVV iShares ESG Screened S&P 500 ETF 1.9 8 32 5.1 -2.8
PTL Inspire 500 ETF 1.9 9 31 5.5 -2.4
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 22 4.9 -3.0
DCOR Dimensional US Core Equity 1 ETF 1.9 14 26 5.6 -2.3
QUAL iShares MSCI USA Quality Factor ETF 1.9 15 25 5.3 -2.6
VO Vanguard Mid-Cap ETF 1.9 4 36 5.9 -2.0
INCE Franklin Income Equity Focus ETF 1.9 29 11 5.7 -2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.9 18 22 9.2 +1.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.9 60 -20 10.0 +2.2
STXK Strive Small-Cap ETF 1.8 18 22 6.4 -1.5
SXQG ETC 6 Meridian Quality Growth ETF 1.8 100 -60 4.4 -3.5
LRGF iShares U.S. Equity Factor ETF 1.8 8 32 5.7 -2.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 -12 5.5 -2.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.8 15 25 9.2 +1.3
DFAT Dimensional U.S. Targeted Value ETF 1.8 28 12 10.0 +2.1
SHRY First Trust Bloomberg Shareholder Yield ETF 1.8 60 -20 7.9 -0.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 58 -18 5.4 -2.5
PY Principal Value ETF 1.8 15 25 7.4 -0.5
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 17 3.4 -4.5
EQWL Invesco S&P 100 Equal Weight ETF 1.8 25 15 6.2 -1.7
BMED Future Health ETF 1.8 85 -45 0.5 -7.4
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 36 6.9 -1.0
DFUS Dimensional U.S. Equity ETF 1.8 9 31 5.1 -2.8
IWV iShares Russell 3000 ETF 1.8 20 20 5.0 -2.9
VTI Vanguard Total Stock Market ETF 1.8 3 37 5.1 -2.8
VTHR Vanguard Russell 3000 ETF 1.8 10 30 5.1 -2.8
XMVM Invesco S&P MidCap Value with Momentum ETF 1.8 39 1 9.8 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 37 5.1 -2.8
ABLS Abacus FCF Small Cap Leaders ETF 1.8 59 -19 6.2 -1.7
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.3 -2.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 15 25 9.2 +1.3
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -10 7.6 -0.3
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.8 3 37 5.4 -2.5
SCHB Schwab U.S. Broad Market ETF 1.8 3 37 5.2 -2.7
EPS WisdomTree U.S. LargeCap Fund 1.8 8 32 6.0 -1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 -35 4.2 -3.7
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 5.1 -2.8
IYY iShares Dow Jones U.S. ETF 1.8 20 20 5.0 -2.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.8 71 -31 0.5 -7.4
VBR Vanguard Small Cap Value ETF 1.8 7 33 9.4 +1.5
SHE SPDR MSCI USA Gender Diversity ETF 1.8 20 20 5.1 -2.8
WCLD WisdomTree Cloud Computing Fund 1.8 45 -5 1.4 -6.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 20 4.9 -3.0
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 37 5.1 -2.8
SCHK Schwab 1000 Index ETF 1.7 5 35 5.3 -2.6
IWB iShares Russell 1000 ETF 1.7 15 25 5.1 -2.8
VONE Vanguard Russell 1000 ETF 1.7 8 32 5.2 -2.7
ONEY SPDR Russell 1000 Yield Focus ETF 1.7 20 20 9.8 +1.9
FLRG Fidelity U.S. Multifactor ETF 1.7 15 25 7.0 -0.9
VV Vanguard Large-Cap ETF 1.7 4 36 5.1 -2.8
PBUS Invesco MSCI USA ETF 1.7 4 36 5.1 -2.8
SCHX Schwab U.S. Large-Cap ETF 1.7 3 37 5.2 -2.7
LGRO Level Four Large Cap Growth Active ETF 1.7 55 -15 3.9 -4.0
IMCB iShares Morningstar Mid-Cap ETF 1.7 4 36 6.1 -1.8
THNR Amplify Weight Loss Drug & Treatment ETF 1.7 59 -19 6.1 -1.8
MGC Vanguard Mega Cap ETF 1.7 7 33 4.9 -3.0
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -41 3.1 -4.8
IVV iShares Core S&P 500 ETF 1.7 3 37 5.2 -2.7
KOCG FIS Knights of Columbus Global Belief ETF 1.7 75 -35 5.1 -2.8
SPY SPDR S&P 500 ETF Trust 1.7 9 31 5.1 -2.8
SPLG SPDR Portfolio S&P 500 ETF 1.7 2 38 5.2 -2.7
VOO Vanguard S&P 500 ETF 1.7 3 37 5.2 -2.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 25 6.1 -1.8
EBI Longview Advantage ETF 1.7 35 5 6.9 -1.0
IWL iShares Russell Top 200 ETF 1.7 15 25 4.9 -3.0
FDN First Trust Dow Jones Internet Index Fund 1.7 52 -12 3.2 -4.7
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -35 3.0 -4.9
TOLL Tema Monopolies and Oligopolies ETF 1.7 75 -35 3.7 -4.2
STRV Strive 500 ETF 1.7 5 35 5.0 -2.9
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 9 7.1 -0.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 33 9.9 +2.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.6 39 1 10.0 +2.1
BUZZ VanEck Social Sentiment ETF 1.6 75 -35 -0.3 -8.1
IBUY Amplify Online Retail ETF 1.6 65 -25 3.0 -4.9
LFSC F/m Emerald Life Sciences Innovation ETF 1.6 79 -39 0.0 -7.9
LOWV AB US Low Volatility Equity ETF 1.6 48 -8 5.2 -2.7
REVS Columbia Research Enhanced Value ETF 1.6 19 21 7.9 +0.0
BIBL Inspire 100 ETF 1.6 35 5 5.3 -2.6
ADME Aptus Drawdown Managed Equity ETF 1.6 79 -39 4.2 -3.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.6 39 1 8.6 +0.7
FDWM Fidelity Women's Leadership ETF 1.6 59 -19 5.2 -2.7
APUE ActivePassive U.S. Equity ETF 1.6 45 -5 4.9 -3.0
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -2 4.9 -3.0
ACVF American Conservative Values ETF 1.6 75 -35 4.5 -3.4
DSI iShares MSCI KLD 400 Social ETF 1.6 25 15 5.1 -2.8
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -9 5.8 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 31 5.4 -2.5
RVRB Reverb ETF 1.5 30 10 4.8 -3.1
DIVB iShares Core Dividend ETF 1.5 5 35 7.9 -0.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.5 12 28 7.5 -0.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.5 15 25 4.4 -3.5
SCHV Schwab U.S. Large-Cap Value ETF 1.5 4 36 6.9 -1.0
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -50 4.1 -3.8
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 25 6.3 -1.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.5 60 -20 -2.6 -10.5
KLMN Invesco MSCI North America Climate ETF 1.5 9 31 5.2 -2.7
JGLO JPMorgan Global Select Equity ETF 1.5 33 7 5.1 -2.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 33 5.2 -2.7
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.7 -0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 31 5.4 -2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 -7 5.8 -2.1
SIXS ETC 6 Meridian Small Cap Equity ETF 1.5 89 -49 10.4 +2.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.5 48 -8 6.0 -1.9
VOT Vanguard Mid-Cap Growth ETF 1.4 7 33 3.6 -4.3
FFND Future Fund Active ETF 1.4 100 -60 4.6 -3.3
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -9 6.2 -1.7
GURU Global X Guru Index ETF 1.4 75 -35 4.1 -3.8
XSMO Invesco S&P SmallCap Momentum ETF 1.4 39 1 5.8 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.4 20 20 5.8 -2.1
SFY SoFi Select 500 ETF 1.4 0 40 4.6 -3.3
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 6.3 -1.6
JEPI JPMorgan Equity Premium Income ETF 1.4 35 5 5.7 -2.2
KONG Formidable Fortress ETF 1.4 89 -49 5.9 -2.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.4 55 -15 5.8 -2.1
DLN WisdomTree U.S. LargeCap Dividend Fund 1.4 28 12 6.2 -1.7
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 30 4.8 -3.1
GINX SGI Enhanced Global Income ETF 1.4 98 -58 7.4 -0.5
DVY iShares Select Dividend ETF 1.4 38 2 9.4 +1.5
WDIV SPDR S&P Global Dividend ETF 1.4 40 0 9.7 +1.9
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 4.4 -3.5
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 12 6.5 -1.4
IPDP Dividend Performers ETF 1.4 122 -82 4.9 -3.0
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 5.1 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 3.9 -4.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 15 11.8 +3.9
SWP SWP Growth & Income ETF 1.3 99 -59 4.5 -3.4
ESIX SPDR S&P SmallCap 600 ESG ETF 1.3 12 28 8.6 +0.8
SPGP Invesco S&P 500 GARP ETF 1.3 34 6 9.5 +1.6
TOK iShares MSCI Kokusai ETF 1.3 26 14 5.3 -2.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.1 -2.8
RJMG FT Raymond James Multicap Growth Equity ETF 1.3 85 -45 2.3 -5.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.3 39 1 3.7 -4.2
BKWO BNY Mellon Women's Opportunities ETF 1.3 50 -10 3.8 -4.1
FINX Global X FinTech ETF 1.3 68 -28 2.5 -5.4
TMFM Motley Fool Mid-Cap Growth ETF 1.3 85 -45 3.6 -4.3
TMFS Motley Fool Small-Cap Growth ETF 1.3 85 -45 3.4 -4.5
OEF iShares S&P 100 ETF 1.3 20 20 4.8 -3.1
OPTZ Optimize Strategy Index ETF 1.3 50 -10 5.1 -2.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 9.7 +1.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.3 60 -20 8.2 +0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.3 15 25 6.4 -1.5
XSHQ Invesco S&P SmallCap Quality ETF 1.3 29 11 8.3 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.3 29 11 4.4 -3.5
MNTL Tema Neuroscience and Mental Health ETF 1.3 75 -35 -0.9 -8.8
GOP Unusual Whales Subversive Republican Trading ETF 1.3 50 -10 6.1 -1.8
TMAT Main Thematic Innovation ETF 1.3 164 -124 -1.5 -9.4
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 2 8.9 +1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 4.1 -3.8
VAMO Cambria Value & Momentum ETF 1.3 61 -21 6.7 -1.2
FDLO Fidelity Low Volatility Factor ETF 1.3 15 25 5.5 -2.4
XLG Invesco S&P 500 Top 50 ETF 1.2 20 20 4.7 -3.2
IWN iShares Russell 2000 Value ETF 1.2 24 16 8.1 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 1.2 13 27 5.7 -2.2
URTH iShares MSCI World ETF 1.2 24 16 5.4 -2.5
VTWV Vanguard Russell 2000 Value ETF 1.2 15 25 8.1 +0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 31 5.0 -2.9
AIEQ AI Powered Equity ETF 1.2 75 -35 5.3 -2.6
RGEF Rockefeller Global Equity ETF 1.2 55 -15 5.1 -2.8
FVD First Trust Value Line Dividend Index Fund 1.2 65 -25 6.2 -1.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 5.2 -2.7
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 -5 6.2 -1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 1.2 30 10 8.1 +0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.2 12 28 4.7 -3.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 5.9 -2.0
SMMD iShares Russell 2500 ETF 1.2 15 25 6.6 -1.3
DGT SPDR Global Dow ETF 1.1 50 -10 7.5 -0.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.1 49 -9 4.8 -3.1
IMCG iShares Morningstar Mid-Cap Growth ETF 1.1 6 34 4.1 -3.8
CVY Invesco Zacks Multi-Asset Income ETF 1.1 106 -66 12.3 +4.4
ACWI iShares MSCI ACWI ETF 1.1 32 8 5.8 -2.1
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 27 6.4 -1.5
COPY Tweedy, Browne Insider + Value ETF 1.1 80 -40 12.6 +4.7
VT Vanguard Total World Stock ETF 1.1 7 33 6.2 -1.7
HDUS Hartford Disciplined US Equity ETF 1.1 19 21 5.9 -2.0
AVUS Avantis U.S. Equity ETF 1.1 15 25 6.1 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 6.1 -1.8
BLES Inspire Global Hope ETF 1.1 61 -21 6.9 -1.0
FLV American Century Focused Large Cap Value ETF 1.1 42 -2 6.8 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.1 35 5 4.3 -3.6
BUL Pacer US Cash Cows Growth ETF 1.0 60 -20 6.1 -1.8
AZTD Aztlan Global Stock Selection DM SMID ETF 1.0 75 -35 8.0 +0.1
BRIF FIS Bright Portfolios Focused Equity ETF 1.0 65 -25 4.6 -3.3
GLOF iShares Global Equity Factor ETF 1.0 20 20 6.9 -1.0
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 5.6 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 2 9.6 +1.7
CALF Pacer US Small Cap Cash Cows 100 ETF 1.0 59 -19 11.5 +3.7
ISCV iShares Morningstar Small Cap Value ETF 1.0 6 34 9.7 +1.8
KLMT Invesco MSCI Global Climate 500 ETF 1.0 10 30 6.0 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -16 6.4 -1.5
RECS Columbia Research Enhanced Core ETF 1.0 15 25 6.1 -1.8
FDVV Fidelity High Dividend ETF 1.0 15 25 8.1 +0.2
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 0 7.5 -0.4
OALC OneAscent Large Cap Core ETF 1.0 86 -46 4.3 -3.6
KNO AXS Knowledge Leaders ETF 0.9 78 -38 6.1 -1.8
CANC Tema Oncology ETF 0.9 75 -35 -2.6 -10.5
ABFL Abacus FCF Leaders ETF 0.9 59 -19 5.4 -2.5
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -49 4.5 -3.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 30 4.5 -3.4
DTEC ALPS Disruptive Technologies ETF 0.9 50 -10 3.8 -4.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.9 12 28 5.6 -2.3
GINN Goldman Sachs Innovate Equity ETF 0.9 52 -12 4.1 -3.8
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -10 4.5 -3.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.9 10 30 4.5 -3.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.8 12 28 5.3 -2.6
QLV FlexShares US Quality Low Volatility Index Fund 0.8 22 18 5.7 -2.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -19 6.3 -1.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.8 47 -7 9.8 +1.9
TMFC Motley Fool 100 Index ETF 0.8 50 -10 3.7 -4.2
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.8 30 10 12.3 +4.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.8 60 -20 7.8 -0.1
OGIG ALPS O'Shares Global Internet Giants ETF 0.8 48 -8 1.6 -6.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 2 7.9 0.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 5 7.9 +0.0
XSLV Invesco S&P SmallCap Low Volatility ETF 0.8 25 15 7.8 -0.1
DFSV Dimensional US Small Cap Value ETF 0.8 31 9 10.8 +2.9
STXG Strive 1000 Growth ETF 0.8 18 22 4.0 -3.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.8 70 -30 4.6 -3.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.8 35 5 10.7 +2.8
IWC iShares Micro-Cap ETF 0.8 60 -20 -0.7 -8.5
SKYY First Trust Cloud Computing ETF 0.8 60 -20 3.0 -4.9
RPG Invesco S&P 500 Pure Growth ETF 0.7 35 5 3.3 -4.6
QGRO American Century U.S. Quality Growth ETF 0.7 29 11 3.5 -4.4
IBBQ Invesco Nasdaq Biotechnology ETF 0.7 19 21 0.8 -7.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 22 4.9 -3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 20 -3.6 -11.5
SPHQ Invesco S&P 500 Quality ETF 0.6 15 25 5.1 -2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -20 7.3 -0.6
ARKK ARK Innovation ETF 0.6 75 -35 -2.8 -10.7
XDAT Franklin Exponential Data ETF 0.6 50 -10 2.0 -5.9
QTUM Defiance Quantum ETF 0.6 40 0 6.6 -1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.6 -3.3
MILN Global X Millennial Consumer ETF 0.6 50 -10 3.7 -4.2
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.6 60 -20 11.4 +3.5
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.3 -3.6
XT iShares Exponential Technologies ETF 0.5 46 -6 5.6 -2.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 6.2 -1.7
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.9 -1.0
WISE Themes Generative Artificial Intelligence ETF 0.5 35 5 0.5 -7.4
AOTG AOT Growth and Innovation ETF 0.5 75 -35 2.0 -5.9
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 28 5.9 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.6 -2.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -33 11.6 +3.7
CRTC Xtrackers US National Critical Technologies ETF 0.5 35 5 5.1 -2.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -25 3.4 -4.5
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 15 10.5 +2.6
IWF iShares Russell 1000 Growth ETF 0.4 19 21 4.5 -3.4
VONG Vanguard Russell 1000 Growth ETF 0.4 8 32 4.6 -3.3
YOKE Yoke Core ETF 0.4 42 -2 4.4 -3.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 12.3 +4.4
ICAP InfraCap Equity Income Fund ETF 0.4 171 -131 7.0 -0.9
USCF Themes US Cash Flow Champions ETF 0.4 29 11 9.1 +1.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 5 11.4 +3.5
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 4.4 -3.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.4 35 5 14.0 +6.1
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 3.1 -4.8
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -19 2.9 -5.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 9.6 +1.7
CGV Conductor Global Equity Value ETF 0.3 130 -90 9.3 +1.4
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.5 -1.4
IWY iShares Russell Top 200 Growth ETF 0.3 20 20 4.7 -3.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 4.0 -3.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 -5 3.0 -4.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 22 4.2 -3.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 10 4.7 -3.2
CZAR Themes Natural Monopoly ETF 0.3 35 5 5.6 -2.3
DSMC Distillate Small/Mid Cash Flow ETF 0.3 55 -15 13.5 +5.6
SVAL iShares US Small Cap Value Factor ETF 0.3 20 20 11.2 +3.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -20 5.9 -2.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 10.5 +2.6
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 12.3 +4.5
ILCG iShares Morningstar Growth ETF 0.2 4 36 3.9 -4.0
CNCR Range Cancer Therapeutics ETF 0.2 79 -39 -13.5 -21.4
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.2 69 -29 -0.6 -8.5
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 18.6 +10.7
PPTY US Diversified Real Estate ETF 0.2 53 -13 7.6 -0.3
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 4.4 -3.5
IVW iShares S&P 500 Growth ETF 0.2 18 22 4.2 -3.7
VOOG Vanguard S&P 500 Growth ETF 0.2 10 30 4.2 -3.7
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 4.3 -3.6
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 14 3.4 -4.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 8.0 +0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 2 6.2 -1.7
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 5.5 -2.4
IBB iShares Biotechnology ETF 0.2 45 -5 0.9 -7.0
VUG Vanguard Growth ETF 0.1 4 36 4.1 -3.8
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 5.0 -2.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 4 5.0 -2.9
DUHP Dimensional US High Profitability ETF 0.1 21 19 6.4 -1.5
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 3.9 -4.0
TTAC FCF US Quality ETF 0.1 59 -19 6.2 -1.7
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -20 4.8 -3.1
CLOU Global X Cloud Computing ETF 0.1 68 -28 1.9 -6.0
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.2 -2.7
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 8.2 +0.3
DHS WisdomTree U.S. High Dividend Fund 0.1 38 2 8.3 +0.4
LVOL American Century Low Volatility ETF 0.1 29 11 4.9 -3.0
DEW WisdomTree Global High Dividend Fund 0.1 58 -18 8.8 +0.9
ISRA VanEck Israel ETF 0.1 59 -19 7.4 -0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 4.7 -3.2
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -10 -4.2 -12.0
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -7.9
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 25 4.6 -3.3
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.5 -4.4
SPMO Invesco S&P 500 Momentum ETF 0.0 13 27 3.8 -4.1
MTUM iShares MSCI USA Momentum Factor ETF 0.0 15 25 3.6 -4.3

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 16.0 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.51 CATEGORY
AVERAGE		 1.58
 
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.