iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2024E    2025E
P/E
ratio		 16.2x P/Sales
ratio		 0.7x
P/BV
ratio		 2.5x Div.
yield		 1.1%


  • 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) $698
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 65
Wgt avg mkt cap (mns) $178,678
Large cap (>$10bn) 83.8%
Mid cap ($2-10bn) 11.1%
Small cap (<$2bn) 4.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 24.6 %
ELEVANCE HEALTH INC 11.2 %
CIGNA CORPORATION 8.3 %
CVS CAREMARK CORP 5.1 %
VEEVA SYSTEMS INC-CLASS A 4.8 %
HUMANA INC 4.3 %
HCA HOLDINGS INC 4.0 %
CENTENE CORP 3.9 %
LABCORP HOLDINGS 3.4 %
QUEST DIAGNOSTICS 3.0 %
Total 72.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
4.7% 8.0% 7.9% 10.0% 10.5%

Market Correlations
versus... Beta R-squared
S&P500 0.64 46%
MSCI EAFE 0.62 43%
MSCI Emg. Mkts. 0.29 9%

Technical Indicators
Recent close $52.26
30d moving avg. $54.96
Annualized volatility 16.6%
Short interest (ETF) 2.7%
Short interest (Underlying) 2.5%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 73
Turnover 0.6%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $6,282

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 665 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™: 6.7%


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 39.9 35 5 6.3 -0.4
FXH First Trust Health Care AlphaDEX Fund 24.4 62 -22 6.3 -0.5
VHT Vanguard Health Care ETF 19.1 10 30 5.7 -1.1
XLV Health Care Select Sector SPDR Fund 19.1 9 31 7.4 +0.7
FHLC Fidelity MSCI Health Care Index ETF 19.0 8 32 6.0 -0.7
IYH iShares U.S. Healthcare ETF 18.6 40 0 6.6 -0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 18.1 40 0 7.5 +0.8
VFLO VictoryShares Free Cash Flow ETF 15.3 39 1 9.4 +2.6
IXJ iShares Global Healthcare ETF 13.9 42 -2 6.5 -0.2
HART IQ Healthy Hearts ETF 13.8 45 -5 4.9 -1.8
BHCHX Baron Health Care Strategy 11.9 75 -35 -0.8 -7.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 11.7 60 -20 -2.3 -9.1
FMED Fidelity Disruptive Medicine ETF 11.6 50 -10 -0.4 -7.1
PINK Simplify Health Care ETF 11.3 50 -10 3.3 -3.4
FDHT Fidelity Digital Health ETF 11.2 39 1 -2.2 -9.0
DUSA Davis Select U.S. Equity ETF 11.1 61 -21 7.0 +0.3
QVAL Alpha Architect US Quantitative Value ETF 10.9 39 1 9.4 +2.7
QLTY GMO U.S. Quality ETF 10.8 50 -10 4.4 -2.4
FBCV Fidelity Blue Chip Value ETF 10.5 59 -19 7.0 +0.3
EDOC Global X Telemedicine & Digital Health ETF Registered 10.2 68 -28 -3.3 -10.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 9.3 65 -25 -1.0 -7.7
MEDI Harbor Health Care ETF 8.4 80 -40 1.4 -5.3
DIA SPDR Dow Jones Industrial Average ETF Trust 8.3 16 24 5.2 -1.5
BLCV iShares Large Cap Value Active ETF 8.1 53 -13 7.9 +1.2
RWL Invesco S&P 500 Revenue ETF 7.9 39 1 6.7 -0.0
HKND Humankind US Stock ETF 7.8 11 29 7.0 +0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 7.4 65 -25 3.7 -3.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 7.2 50 -10 4.1 -2.6
DSTL Distillate US Fundamental Stability & Value ETF 7.2 39 1 7.6 +0.9
LYLD Cambria Large Cap Shareholder Yield ETF 7.1 59 -19 9.3 +2.6
SRHQ SRH U.S. Quality ETF 7.0 35 5 7.6 +0.9
SPVU Invesco S&P 500 Enhanced Value ETF 6.8 13 27 9.1 +2.3
DWLD Davis Select Worldwide ETF 6.7 63 -23 6.5 -0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 6.5 60 -20 9.0 +2.2
PSCH Invesco S&P SmallCap Health Care ETF 6.4 29 11 4.0 -2.7
SAGP Strategas Global Policy Opportunities ETF 6.4 65 -25 5.3 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 6.3 39 1 4.2 -2.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.3 20 20 4.0 -2.7
ACSI American Customer Satisfaction ETF 6.3 65 -25 4.3 -2.5
SMRI Bushido Capital US Equity ETF 6.1 71 -31 8.0 +1.3
SIXL ETC 6 Meridian Low Beta Equity ETF 6.1 80 -40 4.2 -2.5
HLGE Hartford Longevity Economy ETF 6.0 44 -4 5.8 -0.9
BMED Future Health ETF 6.0 85 -45 -0.3 -7.0
INEQ Columbia International Equity Income ETF 5.9 45 -5 9.9 +3.1
RPV Invesco S&P 500 Pure Value ETF 5.9 35 5 9.8 +3.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.9 55 -15 4.2 -2.5
VLUE iShares MSCI USA Value Factor ETF 5.8 15 25 10.2 +3.5
FVAL Fidelity Value Factor ETF 5.8 15 25 7.0 +0.2
LCF Touchstone US Large Cap Focused ETF 5.6 69 -29 4.0 -2.7
SPVM Invesco S&P 500 Value with Momentum ETF 5.5 39 1 8.0 +1.3
QUVU Hartford Quality Value ETF 5.4 46 -6 6.7 -0.0
CACG ClearBridge All Cap Growth ESG ETF 5.4 54 -14 3.6 -3.1
LRGC AB US Large Cap Strategic Equities ETF 5.3 48 -8 4.5 -2.2
SNPV Xtrackers S&P 500 Value ESG ETF 5.3 15 25 6.4 -0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.3 19 21 6.1 -0.6
BLCR iShares Large Cap Core Active ETF 5.2 36 4 4.4 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.2 75 -35 6.7 -0.0
MGV Vanguard Mega Cap Value ETF 5.2 7 33 6.5 -0.3
ULVM VictoryShares US Value Momentum ETF 5.1 20 20 7.2 +0.4
JVAL JPMorgan U.S. Value Factor ETF 5.1 12 28 7.7 +1.0
FDLS Inspire Fidelis Multi Factor ETF 5.1 76 -36 3.6 -3.2
USSE Segall Bryant & Hamill Select Equity ETF 5.1 65 -25 3.6 -3.2
VEGN US Vegan Climate ETF 5.0 60 -20 4.4 -2.3
WTV WisdomTree US Value Fund of Benef Interest 5.0 12 28 9.0 +2.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.0 29 11 5.3 -1.4
TIME Clockwise Core Equity & Innovation ETF 4.9 95 -55 2.5 -4.2
JAVA JPMorgan Active Value ETF 4.9 44 -4 5.8 -1.0
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -15 4.7 -2.0
IUS Invesco RAFI Strategic US ETF 4.9 19 21 6.8 +0.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 4.8 39 1 4.0 -2.7
IWX iShares Russell Top 200 Value ETF 4.8 20 20 6.1 -0.7
CGDV Capital Group Dividend Value ETF 4.8 33 7 5.6 -1.2
FLDZ RiverNorth Patriot ETF 4.7 75 -35 5.3 -1.5
MGRO VanEck Morningstar Wide Moat Growth ETF 4.7 49 -9 4.5 -2.2
AIEQ AI Powered Equity ETF 4.7 75 -35 4.4 -2.3
NULV Nuveen ESG Large-Cap Value ETF 4.6 26 14 6.8 +0.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 4.6 70 -30 2.7 -4.0
FMIL Fidelity New Millennium ETF 4.6 59 -19 4.7 -2.1
GDOC Goldman Sachs Future Health Care Equity ETF 4.6 75 -35 3.6 -3.1
USMC Principal U.S. Mega-Cap ETF 4.5 12 28 4.4 -2.4
OSCV Opus Small Cap Value ETF 4.5 79 -39 5.8 -0.9
EVUS iShares ESG Aware MSCI USA Value ETF 4.5 18 22 6.5 -0.2
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 4.5 27 13 0.0 -6.7
ROUS Hartford Multifactor US Equity ETF 4.4 19 21 6.6 -0.2
VTV Vanguard Value ETF 4.4 4 36 6.6 -0.1
RNMC First Trust Mid Cap US Equity Select ETF 4.4 60 -20 6.3 -0.4
DIVZ TrueShares Low Volatility Equity Income ETF 4.4 65 -25 7.3 +0.6
MBOX Freedom Day Dividend ETF 4.3 39 1 7.3 +0.6
NUDV Nuveen ESG Dividend ETF 4.3 26 14 7.0 +0.3
STXD Strive 1000 Dividend Growth ETF 4.3 35 5 5.2 -1.5
RTH VanEck Retail ETF 4.3 35 5 5.8 -0.9
LRGE ClearBridge Large Cap Growth ESG ETF 4.3 59 -19 3.4 -3.3
DFLV Dimensional US Large Cap Value ETF 4.3 22 18 7.5 +0.8
PKW Invesco Buyback Achievers ETF 4.2 62 -22 6.5 -0.3
BDIV AAM Brentview Dividend Growth ETF 4.1 49 -9 4.4 -2.3
DEUS Xtrackers Russell US Multifactor ETF 4.1 17 23 6.9 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 4.1 18 22 6.4 -0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.2 -0.5
USMF WisdomTree U.S. Multifactor Fund 4.1 28 12 7.1 +0.4
FDWM Fidelity Women's Leadership ETF 4.1 59 -19 4.5 -2.2
GVLU Gotham 1000 Value ETF 4.1 50 -10 7.9 +1.2
RAFE PIMCO RAFI ESG U.S. ETF 4.0 29 11 7.1 +0.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.0 20 20 7.6 +0.9
SDEP SFP Core Equity Strategy 4.0 10 30 6.3 -0.5
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.0 52 -12 6.9 +0.1
FFLC Fidelity Fundamental Large Cap Core ETF 4.0 38 2 4.8 -2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.0 20 20 6.3 -0.4
IWO iShares Russell 2000 Growth ETF 4.0 24 16 0.6 -6.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.0 24 16 7.4 +0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.0 30 10 5.4 -1.4
VTWG Vanguard Russell 2000 Growth ETF 4.0 15 25 0.6 -6.1
FSST Fidelity Sustainable U.S. Equity ETF 3.9 59 -19 2.3 -4.4
JGRW Jensen Quality Growth ETF 3.9 57 -17 4.7 -2.0
MVPA Miller Value Partners Appreciation ETF 3.9 60 -20 10.1 +3.4
FXG First Trust Consumer Staples AlphaDEX Fund 3.9 63 -23 7.1 +0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.8 25 15 7.1 +0.4
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 15 6.8 +0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.8 48 -8 5.1 -1.6
SMDY Syntax Stratified MidCap ETF 3.8 35 5 5.4 -1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.8 35 5 6.3 -0.4
VIG Vanguard Dividend Appreciation ETF 3.8 6 34 5.6 -1.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 22 7.3 +0.6
VIRS Pacer BioThreat Strategy ETF 3.7 70 -30 5.9 -0.8
VONV Vanguard Russell 1000 Value ETF 3.7 8 32 6.3 -0.4
IWD iShares Russell 1000 Value ETF 3.7 19 21 6.2 -0.6
QUS SPDR MSCI USA StrategicFactors ETF 3.7 15 25 5.7 -1.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.7 25 15 6.7 -0.0
AFMC First Trust Active Factor Mid Cap ETF 3.6 65 -25 6.9 +0.2
MODL VictoryShares WestEnd U.S. Sector ETF 3.6 42 -2 4.6 -2.1
YALL God Bless America ETF 3.6 65 -25 3.2 -3.5
XMLV Invesco S&P MidCap Low Volatility ETF 3.6 25 15 6.8 +0.0
SSPY Syntax Stratified LargeCap ETF 3.6 30 10 6.3 -0.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.6 18 22 5.7 -1.0
WLDR Affinity World Leaders Equity ETF 3.6 67 -27 7.8 +1.1
ISCG iShares Morningstar Small-Cap Growth ETF 3.6 6 34 2.3 -4.5
RFFC ALPS Active Equity Opportunity ETF 3.5 48 -8 4.3 -2.5
VOOV Vanguard S&P 500 Value ETF 3.5 10 30 6.4 -0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.5 50 -10 7.8 +1.1
IVE iShares S&P 500 Value ETF 3.5 18 22 6.3 -0.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.5 60 -20 5.9 -0.9
SPYV SPDR Portfolio S&P 500 Value ETF 3.5 4 36 6.4 -0.3
DVND Touchstone Dividend Select ETF 3.5 67 -27 5.7 -1.0
DGRW WisdomTree US Quality Dividend Growth Fund 3.5 28 12 6.0 -0.7
ILCV iShares Morningstar Value ETF 3.5 4 36 6.2 -0.5
VFVA Vanguard U.S. Value Factor ETF 3.5 13 27 9.9 +3.2
VLU SPDR S&P 1500 Value Tilt ETF 3.5 12 28 6.6 -0.1
XMMO Invesco S&P MidCap Momentum ETF 3.4 34 6 5.7 -1.0
IUSV iShares Core S&P US Value ETF 3.4 4 36 6.5 -0.3
IYK iShares U.S. Consumer Staples ETF 3.4 40 0 6.6 -0.1
STXV Strive 1000 Value ETF 3.4 18 22 7.6 +0.9
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -10 7.0 +0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.4 9 31 4.8 -1.9
GLBL Pacer MSCI World Industry Advantage ETF 3.4 65 -25 4.6 -2.2
RUNN Running Oak Efficient Growth ETF 3.4 58 -18 4.6 -2.1
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 3.4 55 -15 4.3 -2.4
CGUS Capital Group Core Equity ETF 3.3 33 7 4.3 -2.4
ITAN Sparkline Intangible Value ETF 3.3 50 -10 5.9 -0.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.3 39 1 5.8 -0.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 31 5.2 -1.5
FCPI Fidelity Stocks for Inflation ETF 3.3 15 25 8.3 +1.5
FSMD Fidelity Small-Mid Multifactor ETF 3.3 15 25 6.8 +0.1
DFUV Dimensional US Marketwide Value ETF 3.3 22 18 7.2 +0.5
PWV Invesco Large Cap Value ETF 3.3 55 -15 7.0 +0.3
XMHQ Invesco S&P MidCap Quality ETF 3.3 25 15 6.8 +0.1
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.2 60 -20 5.6 -1.2
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 1 6.8 +0.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 3.2 5 35 7.3 +0.6
DFSU Dimensional US Sustainability Core 1 ETF 3.2 18 22 5.3 -1.4
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -10 4.9 -1.8
RJMG FT Raymond James Multicap Growth Equity ETF 3.1 85 -45 2.1 -4.6
GLRY Inspire Faithward Mid Cap Momentum ETF 3.1 80 -40 7.6 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 3.1 18 22 5.7 -1.1
TXS Texas Capital Texas Equity Index ETF 3.1 49 -9 4.8 -1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 3.1 75 -35 4.6 -2.2
EZM WisdomTree U.S. MidCap Fund 3.1 38 2 7.3 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 3.1 59 -19 8.3 +1.6
PFM Invesco Dividend Achievers ETF 3.1 53 -13 5.3 -1.4
CGGO Capital Group Global Growth Equity ETF 3.1 47 -7 4.5 -2.3
PSC Principal U.S. Small-Cap ETF 3.1 38 2 5.9 -0.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 3.1 29 11 6.4 -0.3
PRAY FIS Christian Stock Fund 3.1 69 -29 5.9 -0.8
SHE SPDR MSCI USA Gender Diversity ETF 3.0 20 20 4.9 -1.8
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.0 65 -25 3.9 -2.8
TOPT iShares Top 20 U.S. Stocks ETF 3.0 20 20 4.2 -2.6
SMOT VanEck Morningstar SMID Moat ETF 3.0 49 -9 5.7 -1.0
AFSM First Trust Active Factor Small Cap ETF 3.0 75 -35 6.2 -0.5
SLYG SPDR S&P 600 Small Cap Growth ETF 3.0 15 25 5.7 -1.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.0 15 25 5.7 -1.0
ISMD Inspire Small/Mid Cap ETF 2.9 54 -14 5.0 -1.8
SSLY Syntax Stratified SmallCap ETF 2.9 40 0 6.8 +0.1
CVAR Cultivar ETF 2.9 87 -47 6.5 -0.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.9 35 5 5.1 -1.6
SCHG Schwab U.S. Large-Cap Growth ETF 2.9 4 36 4.0 -2.8
NULC Nuveen ESG Large-Cap ETF 2.9 21 19 5.3 -1.5
ONEO SPDR Russell 1000 Momentum Focus ETF 2.9 20 20 6.8 +0.1
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 15 5.3 -1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 1.8 -4.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.8 60 -20 4.0 -2.7
TMFC Motley Fool 100 Index ETF 2.8 50 -10 3.6 -3.2
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 30 5.0 -1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.8 24 16 6.9 +0.2
GSPY Gotham Enhanced 500 ETF 2.8 50 -10 5.1 -1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.8 80 -40 5.9 -0.8
EPS WisdomTree U.S. LargeCap Fund 2.8 8 32 5.8 -0.9
FELC Fidelity Enhanced Large Cap Core ETF 2.8 18 22 5.3 -1.5
NACP Impact Shares NAACP Minority Empowerment ETF 2.8 49 -9 4.9 -1.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.8 9 31 3.3 -3.5
FLV American Century Focused Large Cap Value ETF 2.8 42 -2 6.5 -0.2
FYC First Trust Small Cap Growth AlphaDEX Fund 2.7 71 -31 -0.4 -7.2
IJR iShares Core S&P Small Cap ETF 2.7 6 34 6.5 -0.2
AGNG Global X Aging Population ETF 2.7 50 -10 4.2 -2.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 31 5.0 -1.8
AFLG First Trust Active Factor Large Cap ETF 2.7 55 -15 5.8 -0.9
BDAIX Baron Durable Advantage 2.7 75 -35 3.7 -3.1
WCEO Hypatia Women CEO ETF 2.7 85 -45 4.1 -2.6
NTZG Nuveen Global Net Zero Transition ETF 2.7 56 -16 4.6 -2.1
CGGR Capital Group Growth ETF 2.7 39 1 3.2 -3.5
JGLO JPMorgan Global Select Equity ETF 2.7 33 7 4.4 -2.3
AHOY Newday Ocean Health ETF 2.7 75 -35 6.0 -0.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.7 59 -19 5.6 -1.1
REVS Columbia Research Enhanced Value ETF 2.7 19 21 7.4 +0.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 25 4.6 -2.1
DFAS Dimensional U.S. Small Cap ETF 2.6 26 14 5.4 -1.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 2.6 20 20 4.5 -2.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.6 60 -20 5.9 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.6 9 31 5.4 -1.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.6 3 37 6.5 -0.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.6 15 25 6.7 0.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 30 6.5 -0.3
QUAL iShares MSCI USA Quality Factor ETF 2.6 15 25 5.2 -1.5
ARKG ARK Genomic Revolution ETF 2.6 75 -35 -4.5 -11.3
IWM iShares Russell 2000 ETF 2.6 19 21 2.8 -4.0
RSSL Global X Russell 2000 ETF 2.6 8 32 2.6 -4.1
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 25 7.4 +0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 2.6 4 36 4.7 -2.0
VTWO Vanguard Russell 2000 ETF 2.6 10 30 2.8 -3.9
TPSC Timothy Plan US Small Cap Core ETF 2.6 52 -12 6.5 -0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.6 17 23 4.6 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 2.6 42 -2 6.1 -0.7
EQRR ProShares Equities for Rising Rates ETF 2.6 35 5 8.1 +1.4
LGRO Level Four Large Cap Growth Active ETF 2.6 55 -15 4.0 -2.7
DFVX Dimensional US Large Cap Vector ETF 2.6 22 18 6.1 -0.6
VBK Vanguard Small-Cap Growth ETF 2.5 7 33 1.1 -5.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 6.8 +0.1
USMV iShares MSCI USA Min Vol Factor ETF 2.5 15 25 5.7 -1.1
SURE AdvisorShares Insiders Advantage ETF 2.5 90 -50 9.3 +2.6
DLN WisdomTree U.S. LargeCap Dividend Fund 2.5 28 12 5.7 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.5 30 10 4.7 -2.0
MOTE VanEck Morningstar ESG Moat ETF 2.5 49 -9 5.1 -1.6
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -6 5.5 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 30 5.2 -1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.5 32 8 4.7 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 20 4.8 -1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.5 35 5 6.1 -0.6
JHML John Hancock Multifactor Large Cap ETF 2.5 29 11 5.3 -1.5
KRMA Global X Conscious Companies ETF 2.5 43 -3 5.6 -1.1
FNX First Trust Mid Cap Core AlphaDEX Fund 2.5 60 -20 6.8 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.5 39 1 4.1 -2.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.5 42 -2 6.1 -0.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.5 7 33 7.4 +0.7
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.4 15 25 5.6 -1.1
FSCS First Trust SMID Capital Strength ETF 2.4 60 -20 5.9 -0.9
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.7 -2.0
FDL First Trust Morningstar Dividend Leaders Index Fund 2.4 45 -5 9.0 +2.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.4 6 34 7.6 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 2.4 30 10 5.9 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.5 -2.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.4 30 10 8.0 +1.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.4 68 -28 -0.1 -6.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 36 5.6 -1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.4 35 5 5.8 -0.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.4 9 31 4.8 -1.9
IJS iShares S&P Small-Cap 600 Value ETF 2.4 18 22 7.2 +0.5
KRUZ Unusual Whales Subversive Republican Trading ETF 2.4 75 -35 5.5 -1.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.4 15 25 7.3 +0.6
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 5.3 -1.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 25 4.9 -1.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.4 35 5 5.6 -1.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 0 5.6 -1.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 31 5.8 -1.0
JSML Janus Henderson Small Cap Growth Alpha ETF 2.3 30 10 6.5 -0.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 33 5.3 -1.4
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 12 6.0 -0.7
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.9 -1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.3 15 25 7.2 +0.5
FDLO Fidelity Low Volatility Factor ETF 2.3 15 25 5.2 -1.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.3 25 15 5.6 -1.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 2.3 75 -35 5.2 -1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 4.9 -1.9
DGRO iShares Core Dividend Growth ETF 2.3 8 32 6.3 -0.4
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 25 7.2 +0.5
STXK Strive Small-Cap ETF 2.3 18 22 4.9 -1.8
TMFX Motley Fool Next Index ETF 2.3 50 -10 2.7 -4.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 40 4.9 -1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 2.3 18 22 6.9 +0.2
EMOT First Trust S&P 500 Economic Moat ETF 2.3 60 -20 6.7 -0.1
ESGU iShares ESG Aware MSCI USA ETF 2.3 15 25 5.0 -1.8
GVIP Goldman Sachs Hedge Industry VIP ETF 2.3 45 -5 4.6 -2.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 15 5.2 -1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 4.9 -1.8
VOTE TCW Transform 500 ETF 2.3 5 35 4.9 -1.9
VFMV Vanguard U.S. Minimum Volatility ETF 2.2 13 27 5.0 -1.7
CCMG CCM Global Equity ETF 2.2 34 6 7.5 +0.8
XVV iShares ESG Screened S&P 500 ETF 2.2 8 32 4.8 -1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 2.2 15 25 6.9 +0.2
MDY SPDR S&P Midcap 400 ETF Trust 2.2 24 16 6.1 -0.6
IJH iShares Core S&P Mid-Cap ETF 2.2 5 35 6.3 -0.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.2 15 25 6.9 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 4.8 -1.9
MGC Vanguard Mega Cap ETF 2.2 7 33 4.8 -2.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 26 4.9 -1.8
DCOR Dimensional US Core Equity 1 ETF 2.2 14 26 5.2 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 2.2 9 31 5.7 -1.1
SIZE iShares MSCI USA Size Factor ETF 2.2 15 25 5.6 -1.2
SIXS ETC 6 Meridian Small Cap Equity ETF 2.2 89 -49 8.0 +1.3
VFMF Vanguard U.S. Multifactor ETF 2.2 18 22 8.5 +1.8
POWA Invesco Bloomberg Pricing Power ETF 2.1 40 0 4.6 -2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 2.1 12 28 6.4 -0.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.1 60 -20 8.7 +2.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 11 4.8 -1.9
ISCB iShares Morningstar Small-Cap ETF 2.1 4 36 4.7 -2.0
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 10 30 6.2 -0.5
IJK iShares S&P Mid-Cap 400 Growth ETF 2.1 17 23 5.7 -1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 37 6.3 -0.4
LRGF iShares U.S. Equity Factor ETF 2.1 8 32 5.6 -1.2
ROSC Hartford Multifactor Small Cap ETF 2.1 34 6 8.4 +1.7
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -21 4.4 -2.3
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 20 1.0 -5.7
FFTY Innovator IBD 50 ETF 2.1 80 -40 -1.8 -8.5
FTDS First Trust Dividend Strength ETF 2.1 70 -30 8.3 +1.6
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 9 3.4 -3.3
SCHA Schwab U.S. Small-Cap ETF 2.1 4 36 4.4 -2.3
USRD Themes US R&D Champions ETF 2.1 29 11 6.2 -0.5
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 3.3 -3.5
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -12 5.4 -1.3
XITK SPDR FactSet Innovative Technology ETF 2.1 45 -5 2.2 -4.5
RSP Invesco S&P 500 Equal Weight ETF 2.1 20 20 6.0 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 25 5.7 -1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 4.7 -2.0
DFUS Dimensional U.S. Equity ETF 2.1 9 31 4.8 -1.9
DFAU Dimensional US Core Equity Market ETF 2.1 12 28 5.0 -1.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.1 15 25 5.7 -1.0
IWL iShares Russell Top 200 ETF 2.1 15 25 4.7 -2.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -8 5.9 -0.9
JPEF JPMorgan Equity Focus ETF 2.1 50 -10 3.9 -2.8
DIVL Madison Dividend Value ETF 2.0 65 -25 5.7 -1.0
VV Vanguard Large-Cap ETF 2.0 4 36 4.8 -1.9
VB Vanguard Small-Cap ETF 2.0 5 35 4.8 -1.9
VTI Vanguard Total Stock Market ETF 2.0 3 37 4.7 -2.0
VXF Vanguard Extended Market ETF 2.0 6 34 3.4 -3.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 37 5.1 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.0 29 11 6.3 -0.4
IWV iShares Russell 3000 ETF 2.0 20 20 4.6 -2.1
NIXT Research Affiliates Deletions ETF 2.0 9 31 5.1 -1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 37 4.8 -2.0
PBUS Invesco MSCI USA ETF 2.0 4 36 4.9 -1.8
VTHR Vanguard Russell 3000 ETF 2.0 10 30 4.7 -2.0
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 37 4.9 -1.8
VOO Vanguard S&P 500 ETF 2.0 3 37 5.0 -1.8
IVV iShares Core S&P 500 ETF 2.0 3 37 5.0 -1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.0 7 33 4.9 -1.8
SPLG SPDR Portfolio S&P 500 ETF 2.0 2 38 5.0 -1.8
SCHB Schwab U.S. Broad Market ETF 2.0 3 37 4.8 -1.9
SPY SPDR S&P 500 ETF Trust 2.0 9 31 4.9 -1.8
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.7 -2.0
VALQ American Century U.S. Quality Value ETF 2.0 29 11 7.4 +0.6
SCHX Schwab U.S. Large-Cap ETF 2.0 3 37 4.9 -1.8
GDEF Goldman Sachs Defensive Equity ETF 2.0 55 -15 4.6 -2.1
SUSA iShares MSCI USA ESG Select ETF 2.0 25 15 5.0 -1.7
SCHK Schwab 1000 Index ETF 2.0 5 35 4.9 -1.8
FPX First Trust US Equity Opportunities ETF 2.0 61 -21 1.5 -5.2
IWB iShares Russell 1000 ETF 2.0 15 25 4.8 -1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.0 15 25 6.7 -0.1
VONE Vanguard Russell 1000 ETF 2.0 8 32 4.9 -1.9
SYLD Cambria Shareholder Yield ETF 2.0 59 -19 10.9 +4.1
ROE Astoria US Quality Kings ETF 2.0 49 -9 7.2 +0.5
IPDP Dividend Performers ETF 2.0 122 -82 4.6 -2.1
SMLF iShares U.S. SmallCap Equity Factor ETF 2.0 15 25 4.6 -2.2
CHGX AXS Change Finance ESG ETF 2.0 49 -9 5.2 -1.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 6.3 -0.4
PTL Inspire 500 ETF 2.0 9 31 5.6 -1.1
STRV Strive 500 ETF 2.0 5 35 4.8 -1.9
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -27 8.5 +1.8
VSLU Applied Finance Valuation Large Cap ETF 1.9 49 -9 5.5 -1.2
SMCP AlphaMark Actively Managed Small Cap ETF 1.9 90 -50 6.9 +0.2
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 15 6.3 -0.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.9 47 -7 5.5 -1.3
ESGG FlexShares STOXX Global ESG Select Index Fund 1.9 42 -2 5.0 -1.8
BKWO BNY Mellon Women's Opportunities ETF 1.9 50 -10 3.9 -2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 1.9 37 3 3.8 -2.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.9 15 25 9.2 +2.5
ACVF American Conservative Values ETF 1.9 75 -35 4.2 -2.5
XLG Invesco S&P 500 Top 50 ETF 1.9 20 20 4.4 -2.3
RFV Invesco S&P Midcap 400 Pure Value ETF 1.9 35 5 7.9 +1.2
USCF Themes US Cash Flow Champions ETF 1.9 29 11 8.0 +1.3
AVSC Avantis U.S Small Cap Equity ETF 1.9 25 15 4.6 -2.2
FTCS First Trust Capital Strength ETF 1.9 55 -15 5.8 -0.9
INCE Franklin Income Equity Focus ETF 1.9 29 11 5.6 -1.1
SFYX SoFi Next 500 ETF 1.9 0 40 4.7 -2.1
JEPI JPMorgan Equity Premium Income ETF 1.8 35 5 5.1 -1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.8 35 5 6.4 -0.3
IWS iShares Russell Mid-Cap Value ETF 1.8 23 17 6.3 -0.4
AVSU Avantis Responsible U.S. Equity ETF 1.8 15 25 6.0 -0.8
XSMO Invesco S&P SmallCap Momentum ETF 1.8 39 1 7.0 +0.2
RVRB Reverb ETF 1.8 30 10 4.6 -2.2
OEF iShares S&P 100 ETF 1.8 20 20 4.7 -2.1
STXM Strive Mid-Cap ETF 1.8 18 22 6.0 -0.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.8 15 25 6.4 -0.3
IWR iShares Russell Midcap ETF 1.8 19 21 5.4 -1.3
ACWV iShares MSCI Global Min Vol Factor ETF 1.8 20 20 6.3 -0.4
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -19 2.7 -4.0
WBIY WBI Power Factor High Dividend ETF 1.8 100 -60 11.1 +4.4
JHSC John Hancock Multifactor Small Cap ETF 1.7 42 -2 6.5 -0.2
RAYD Rayliant Quantitative Developed Market Equity ETF 1.7 80 -40 3.8 -3.0
GLOF iShares Global Equity Factor ETF 1.7 20 20 5.9 -0.8
DIVG Invesco S&P 500 High Dividend Growers ETF 1.7 39 1 7.6 +0.9
CGDG Capital Group Dividend Growers ETF 1.7 47 -7 6.6 -0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.7 8 32 4.9 -1.9
YLDE ClearBridge Dividend Strategy ESG ETF 1.7 60 -20 4.9 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.1 -1.6
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.7 49 -9 5.3 -1.4
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 13 9.1 +2.3
FLQL Franklin LibertyQ U.S. Equity ETF 1.7 15 25 5.8 -0.9
NUSC Nuveen ESG Small-Cap ETF 1.7 31 9 4.8 -1.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.7 25 15 5.8 -0.9
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -39 4.0 -2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 11 4.3 -2.5
HAPS Harbor Human Capital Factor US Small Cap ETF 1.7 60 -20 2.3 -4.4
IWP iShares Russell Mid-Cap Growth ETF 1.7 23 17 3.1 -3.6
SPDV AAM S&P 500 High Dividend Value ETF 1.7 29 11 9.7 +3.0
SFY SoFi Select 500 ETF 1.7 0 40 4.5 -2.2
FDMO Fidelity Momentum Factor ETF 1.7 15 25 4.0 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.7 20 20 6.3 -0.4
SCHM Schwab U.S. Mid-Cap ETF 1.6 4 36 6.0 -0.8
VBR Vanguard Small Cap Value ETF 1.6 7 33 7.7 +1.0
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 36 5.7 -1.0
APUE ActivePassive U.S. Equity ETF 1.6 45 -5 4.6 -2.1
WDNA WisdomTree BioRevolution Fund 1.6 45 -5 -3.6 -10.3
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 1.7 -5.1
OALC OneAscent Large Cap Core ETF 1.6 86 -46 4.3 -2.5
DIVB iShares Core Dividend ETF 1.6 5 35 7.5 +0.8
GCOW Pacer Global Cash Cows Dividend ETF 1.6 60 -20 12.3 +5.6
FDN First Trust Dow Jones Internet Index Fund 1.6 52 -12 3.0 -3.7
AVUS Avantis U.S. Equity ETF 1.6 15 25 5.6 -1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 30 5.1 -1.7
EES WisdomTree U.S. SmallCap Fund 1.6 38 2 8.8 +2.1
FDND FT Vest Dow Jones Internet & Target Income ETF 1.6 75 -35 2.8 -3.9
TOK iShares MSCI Kokusai ETF 1.6 26 14 4.9 -1.8
RECS Columbia Research Enhanced Core ETF 1.5 15 25 5.4 -1.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 6.9 +0.2
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 1.5 35 5 4.2 -2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.5 95 -55 0.8 -5.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.5 49 -9 4.5 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.5 80 -40 5.7 -1.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 25 5.7 -1.1
WCLD WisdomTree Cloud Computing Fund 1.5 45 -5 1.4 -5.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 1 7.2 +0.4
BARAX Baron Asset Retail 1.5 75 -35 3.3 -3.4
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -45 2.8 -3.9
URTH iShares MSCI World ETF 1.5 24 16 5.1 -1.6
BIBL Inspire 100 ETF 1.5 35 5 5.1 -1.6
VOE Vanguard Mid-Cap Value ETF 1.5 7 33 7.0 +0.3
BSCFX Baron Small Cap Retail 1.5 75 -35 3.2 -3.5
FINX Global X FinTech ETF 1.5 68 -28 2.7 -4.0
BOUT Innovator IBD Breakout Opportunities ETF 1.5 81 -41 2.5 -4.2
TMFM Motley Fool Mid-Cap Growth ETF 1.5 85 -45 3.3 -3.4
SNPG Xtrackers S&P 500 Growth ESG ETF 1.5 15 25 4.6 -2.2
ESIX SPDR S&P SmallCap 600 ESG ETF 1.5 12 28 7.3 +0.6
DSI iShares MSCI KLD 400 Social ETF 1.4 25 15 5.0 -1.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.4 60 -20 1.4 -5.3
ONEY SPDR Russell 1000 Yield Focus ETF 1.4 20 20 9.3 +2.6
RWK Invesco S&P MidCap 400 Revenue ETF 1.4 39 1 6.8 +0.1
OPTZ Optimize Strategy Index ETF 1.4 50 -10 2.8 -3.9
MDCP VictoryShares THB Mid Cap ESG ETF 1.4 55 -15 5.7 -1.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.4 40 0 6.2 -0.5
KONG Formidable Fortress ETF 1.4 89 -49 5.6 -1.1
GURU Global X Guru Index ETF 1.4 75 -35 1.6 -5.1
STXG Strive 1000 Growth ETF 1.4 18 22 3.9 -2.8
RGEF Rockefeller Global Equity ETF 1.4 55 -15 4.8 -2.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 20 5.1 -1.7
GINX SGI Enhanced Global Income ETF 1.4 98 -58 6.4 -0.3
EQUL IQ Engender Equality ETF 1.4 45 -5 5.5 -1.2
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 -10 9.3 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 1.4 4 36 6.5 -0.3
PY Principal Value ETF 1.4 15 25 7.1 +0.3
VO Vanguard Mid-Cap ETF 1.3 4 36 5.3 -1.4
ACWI iShares MSCI ACWI ETF 1.3 32 8 5.2 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.3 59 -19 2.5 -4.3
DGT SPDR Global Dow ETF 1.3 50 -10 6.6 -0.1
FDVV Fidelity High Dividend ETF 1.3 15 25 8.8 +2.1
FVD First Trust Value Line Dividend Index Fund 1.3 65 -25 6.3 -0.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 10.6 +3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 5.3 -1.5
VAMO Cambria Value & Momentum ETF 1.3 61 -21 8.3 +1.6
BFOR ALPS Barron's 400 ETF 1.3 65 -25 5.7 -1.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 15 9.6 +2.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.3 52 -12 5.1 -1.6
USXF iShares ESG Advanced MSCI USA ETF 1.3 10 30 5.1 -1.7
VT Vanguard Total World Stock ETF 1.3 7 33 5.4 -1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.3 58 -18 5.0 -1.7
FLRG Fidelity U.S. Multifactor ETF 1.3 15 25 7.4 +0.7
DES WisdomTree U.S. SmallCap Dividend Fund 1.3 38 2 6.7 0.0
JFWD Jacob Forward ETF 1.3 75 -35 0.0 -6.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.3 10 30 4.7 -2.1
ECML Euclidean Fundamental Value ETF 1.3 95 -55 12.5 +5.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.3 75 -35 6.7 -0.1
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 30 5.1 -1.6
VFMO Vanguard U.S. Momentum Factor ETF 1.3 13 27 2.1 -4.6
BLLD JPMorgan Sustainable Infrastructure ETF 1.3 49 -9 5.7 -1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 3.8 -2.9
LFSC F/m Emerald Life Sciences Innovation ETF 1.3 79 -39 -2.8 -9.5
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.3 -1.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 3.8 -2.9
VOT Vanguard Mid-Cap Growth ETF 1.2 7 33 3.4 -3.4
DTEC ALPS Disruptive Technologies ETF 1.2 50 -10 3.2 -3.5
BFTHX Baron Fifth Avenue Growth Retail 1.2 75 -35 1.5 -5.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 30 4.3 -2.4
IWN iShares Russell 2000 Value ETF 1.2 24 16 4.8 -2.0
VTWV Vanguard Russell 2000 Value ETF 1.2 15 25 4.8 -2.0
XSHQ Invesco S&P SmallCap Quality ETF 1.2 29 11 8.4 +1.7
CZA Invesco Zacks Mid-Cap ETF 1.1 72 -32 5.6 -1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 1.1 25 15 5.3 -1.4
DFAT Dimensional U.S. Targeted Value ETF 1.1 28 12 7.7 +0.9
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 1 9.9 +3.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.1 7 33 8.9 +2.1
SXQG ETC 6 Meridian Quality Growth ETF 1.1 100 -60 4.0 -2.7
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.1 75 -35 3.3 -3.5
THNR Amplify Weight Loss Drug & Treatment ETF 1.1 59 -19 5.1 -1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 28 4.7 -2.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.1 12 28 5.3 -1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.1 65 -25 2.7 -4.0
VYM Vanguard High Dividend Yield Index ETF 1.0 6 34 6.8 +0.1
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 -5 3.5 -3.3
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 0 6.4 -0.4
HELX Franklin Genomic Advancements ETF 1.0 50 -10 0.3 -6.4
IBUY Amplify Online Retail ETF 1.0 65 -25 1.4 -5.4
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 6.2 -0.5
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 9.7 +2.9
SMMD iShares Russell 2500 ETF 1.0 15 25 5.5 -1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.0 59 -19 3.8 -2.9
SPGP Invesco S&P 500 GARP ETF 1.0 34 6 7.9 +1.2
DFNV Donoghue Forlines Innovation ETF 1.0 69 -29 4.6 -2.2
FMDE Fidelity Enhanced Mid Cap ETF 1.0 23 17 5.9 -0.8
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.5 -2.2
CANC Tema Oncology ETF 0.9 75 -35 -3.6 -10.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.9 35 5 5.1 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -39 4.4 -2.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.9 60 -20 6.7 -0.1
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 18 3.7 -3.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.9 6 34 4.0 -2.8
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -49 4.8 -1.9
IVW iShares S&P 500 Growth ETF 0.9 18 22 4.4 -2.3
VOOG Vanguard S&P 500 Growth ETF 0.9 10 30 4.5 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.5 -2.2
QTUM Defiance Quantum ETF 0.9 40 0 3.2 -3.5
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 -8 1.8 -4.9
HDUS Hartford Disciplined US Equity ETF 0.9 19 21 5.9 -0.8
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.9 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 0.8 12 28 5.7 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.8 75 -35 4.2 -2.5
IWC iShares Micro-Cap ETF 0.8 60 -20 -4.6 -11.3
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -7 3.3 -3.4
AVLV Avantis U.S. Large Cap Value ETF 0.8 15 25 7.1 +0.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 28 7.2 +0.4
BLES Inspire Global Hope ETF 0.8 61 -21 6.3 -0.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.7 38 2 4.8 -1.9
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 11 4.8 -2.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 0.7 12 28 4.5 -2.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.7 47 -7 7.8 +1.1
VFQY Vanguard U.S. Quality Factor ETF 0.7 13 27 7.3 +0.6
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 5 9.5 +2.8
DFSV Dimensional US Small Cap Value ETF 0.7 31 9 8.3 +1.6
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 7.1 +0.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -30 10.0 +3.2
SPMV Invesco S&P 500 Minimum Variance ETF 0.7 10 30 5.5 -1.2
CSMD Congress SMid Growth ETF 0.7 69 -29 4.1 -2.7
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -12 2.7 -4.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 5 5.1 -1.6
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 10 9.4 +2.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.7 35 5 7.7 +1.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.4 -2.4
NULG Nuveen ESG Large-Cap Growth ETF 0.6 26 14 4.0 -2.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.6 38 2 7.7 +1.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -20 4.9 -1.8
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 2 7.8 +1.1
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 12.1 +5.3
SPHQ Invesco S&P 500 Quality ETF 0.6 15 25 5.6 -1.1
CALF Pacer US Small Cap Cash Cows 100 ETF 0.6 59 -19 4.8 -2.0
XT iShares Exponential Technologies ETF 0.6 46 -6 4.6 -2.1
MILN Global X Millennial Consumer ETF 0.6 50 -10 2.5 -4.2
GQQQ Astoria US Quality Growth Kings ETF 0.6 35 5 5.2 -1.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.6 15 25 4.1 -2.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -33 7.5 +0.8
SKYY First Trust Cloud Computing ETF 0.5 60 -20 2.6 -4.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.5 19 21 0.9 -5.9
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 4.6 -2.1
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 4.1 -2.6
ILCG iShares Morningstar Growth ETF 0.5 4 36 3.8 -2.9
ARB AltShares Merger Arbitrage ETF 0.5 77 -37 4.2 -2.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.5 35 5 7.7 +1.0
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 8.7 +2.0
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.3 -2.4
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.5 -2.3
NUMV Nuveen ESG Mid-Cap Value ETF 0.5 31 9 6.6 -0.1
AOTG AOT Growth and Innovation ETF 0.4 75 -35 3.1 -3.6
CRTC Xtrackers US National Critical Technologies ETF 0.4 35 5 5.0 -1.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 9.9 +3.2
QGRO American Century U.S. Quality Growth ETF 0.4 29 11 4.5 -2.3
JGRO JPMorgan Active Growth ETF 0.3 44 -4 3.4 -3.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 0.3 56 -16 5.9 -0.8
ARVR First Trust Indxx Metaverse ETF 0.3 70 -30 0.8 -6.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.7 -3.0
BUZZ VanEck Social Sentiment ETF 0.3 75 -35 1.1 -5.6
CZAR Themes Natural Monopoly ETF 0.3 35 5 6.1 -0.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 22 4.4 -2.3
IWY iShares Russell Top 200 Growth ETF 0.3 20 20 4.5 -2.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.3 45 -5 3.0 -3.7
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 22 4.4 -2.4
SVAL iShares US Small Cap Value Factor ETF 0.3 20 20 9.7 +2.9
DEEP Roundhill Acquirers Deep Value ETF 0.3 80 -40 20.0 +13.3
CGV Conductor Global Equity Value ETF 0.3 130 -90 10.6 +3.9
PPTY US Diversified Real Estate ETF 0.3 53 -13 5.7 -1.0
WISE Themes Generative Artificial Intelligence ETF 0.2 35 5 0.4 -6.3
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 6.2 -0.5
SQEW LeaderShares Equity Skew ETF 0.2 81 -41 4.0 -2.7
CNCR Range Cancer Therapeutics ETF 0.2 79 -39 0.0 -6.7
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.2 69 -29 -0.7 -7.4
DURA VanEck Durable High Dividend ETF 0.2 29 11 7.6 +0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 2 5.7 -1.0
COWZ Pacer US Cash Cows 100 ETF 0.2 49 -9 9.9 +3.2
BTHM BlackRock Future U.S. Themes ETF 0.2 60 -20 4.1 -2.6
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -50 3.9 -2.9
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -20 3.3 -3.4
DUHP Dimensional US High Profitability ETF 0.2 21 19 6.4 -0.3
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -10 4.7 -2.0
IBB iShares Biotechnology ETF 0.2 45 -5 0.2 -6.5
VUG Vanguard Growth ETF 0.1 4 36 3.9 -2.8
CLOU Global X Cloud Computing ETF 0.1 68 -28 1.7 -5.1
MTUM iShares MSCI USA Momentum Factor ETF 0.1 15 25 4.2 -2.6
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 6.6 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 4.5 -2.2
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 4.4 -2.4
DHS WisdomTree U.S. High Dividend Fund 0.1 38 2 7.6 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 4 4.5 -2.2
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 4.8 -2.0
ISRA VanEck Israel ETF 0.1 59 -19 7.7 +1.0
PBE Invesco Biotechnology & Genome ETF 0.1 58 -18 -2.4 -9.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -9.4 -16.1
OZEM Roundhill GLP-1 & Weight Loss ETF 0.1 59 -19 -0.7 -7.5
SPMO Invesco S&P 500 Momentum ETF 0.1 13 27 3.8 -2.9
LVOL American Century Low Volatility ETF 0.1 29 11 4.9 -1.9
PNQI Invesco NASDAQ Internet ETF 0.1 60 -20 2.2 -4.6
RVER Trenchless Fund ETF 0.1 65 -25 1.2 -5.5
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 -1.8 -8.5
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -10 -4.4 -11.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 0.0 52 -12 5.2 -1.6
BDFIX Baron Discovery 0.0 75 -35 0.1 -6.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 3.6 -3.2
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.3 -3.4
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 3.9 -2.8
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.8 -2.0
INRO iShares U.S. Industry Rotation Active ETF 0.0 42 -2 4.6 -2.1
ICAP InfraCap Equity Income Fund ETF 0.0 171 -131 5.8 -0.9
DEW WisdomTree Global High Dividend Fund 0.0 58 -18 8.5 +1.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 -10 5.7 -1.0

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 15.5 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.49 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.