iShares U.S. Healthcare Providers ETF
ALTAR
Score™		 8.2% info Recommen-
dation		 SPECULATIVE
2025E    2026E
P/E
ratio		 14.0x P/Sales
ratio		 0.5x
P/BV
ratio		 2.0x Div.
yield		 1.5%


  • 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) $630
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 63
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 22.2 %
CVS CAREMARK CORP 10.7 %
ELEVANCE HEALTH INC 10.6 %
CIGNA CORPORATION 4.7 %
HUMANA INC 4.7 %
HCA HOLDINGS INC 4.6 %
VEEVA SYSTEMS INC-CLASS A 4.4 %
CENTENE CORP 4.3 %
LABCORP HOLDINGS 3.5 %
QUEST DIAGNOSTICS 3.2 %
Total 72.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 98.7 %










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.
1.6% -6.5% 5.6% 6.5% 9.5%

Market Correlations
versus... Beta R-squared
S&P500 0.58 27%
MSCI EAFE 0.68 41%
MSCI Emg. Mkts. 0.33 10%

Technical Indicators
Recent close $46.33
30d moving avg. $47.51
Annualized volatility 17.7%
Short interest (ETF) 2.1%
Short interest (Underlying) 2.5%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 198
Turnover 1.5%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $5,514

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 680 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™: 8.2%


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 40.2 35 5 3.7 -4.5
FXH First Trust Health Care AlphaDEX Fund 25.4 62 -22 8.9 +0.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 19.4 40 0 7.6 -0.6
FHLC Fidelity MSCI Health Care Index ETF 17.4 8 32 6.4 -1.8
VHT Vanguard Health Care ETF 16.3 9 31 6.2 -2.0
DUSA Davis Select U.S. Equity ETF 15.3 61 -21 7.3 -0.9
XLV Health Care Select Sector SPDR Fund 15.1 8 32 7.7 -0.5
IYH iShares U.S. Healthcare ETF 15.1 40 0 7.0 -1.3
SPVU Invesco S&P 500 Enhanced Value ETF 14.6 13 27 10.1 +1.9
SMRI Bushido Capital US Equity ETF 14.1 71 -31 9.3 +1.1
VFLO VictoryShares Free Cash Flow ETF 12.1 39 1 10.7 +2.5
RPV Invesco S&P 500 Pure Value ETF 11.6 35 5 10.6 +2.4
FDHT Fidelity Digital Health ETF 11.0 39 1 0.9 -7.4
IXJ iShares Global Healthcare ETF 10.6 42 -2 7.2 -1.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 10.3 60 -20 7.0 -1.2
QVAL Alpha Architect US Quantitative Value ETF 10.3 39 1 9.7 +1.5
PINK Simplify Health Care ETF 10.0 50 -10 1.0 -7.3
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 9.5 65 -25 1.0 -7.2
MEDI Harbor Health Care ETF 9.5 80 -40 -1.4 -9.7
RWL Invesco S&P 500 Revenue ETF 9.4 39 1 6.8 -1.5
HEAL Global X HealthTech ETF 9.3 50 -10 -0.7 -8.9
QLTY GMO U.S. Quality ETF 9.0 50 -10 4.7 -3.5
FMED Fidelity Disruptive Medicine ETF 8.6 50 -10 -1.1 -9.4
FBCV Fidelity Blue Chip Value ETF 8.5 59 -19 7.5 -0.7
HKND Humankind US Stock ETF 7.9 11 29 7.2 -1.0
DSTL Distillate US Fundamental Stability & Value ETF 7.9 39 1 8.3 +0.1
GDOC Goldman Sachs Future Health Care Equity ETF 7.7 75 -35 2.8 -5.5
DWLD Davis Select Worldwide ETF 7.5 63 -23 7.5 -0.8
HART IQ Healthy Hearts ETF 7.3 45 -5 6.6 -1.6
FOVL iShares Focused Value Factor ETF 7.0 25 15 10.0 +1.8
FLDZ RiverNorth Patriot ETF 6.7 75 -35 6.1 -2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.4 20 20 6.0 -2.3
BLCV iShares Large Cap Value Active ETF 6.3 53 -13 7.4 -0.8
ECML Euclidean Fundamental Value ETF 6.3 95 -55 12.2 +4.0
SNPV Xtrackers S&P 500 Value ESG ETF 6.0 15 25 6.8 -1.4
SRHQ SRH U.S. Quality ETF 5.9 35 5 7.6 -0.6
FEGE First Eagle Global Equity ETF 5.8 79 -39 7.0 -1.3
FNY First Trust Mid Cap Growth AlphaDEX Fund 5.7 70 -30 3.1 -5.2
LYLD Cambria Large Cap Shareholder Yield ETF 5.6 59 -19 9.7 +1.5
JAVA JPMorgan Active Value ETF 5.6 44 -4 6.4 -1.8
LQPE PEO AlphaQuest Thematic PE ETF 5.4 125 -85 5.3 -2.9
PSC Principal U.S. Small-Cap ETF 5.4 38 2 6.9 -1.3
DIVL Madison Dividend Value ETF 5.3 65 -25 6.0 -2.2
SIXL ETC 6 Meridian Low Beta Equity ETF 5.3 80 -40 6.1 -2.1
ACSI American Customer Satisfaction ETF 5.2 65 -25 4.8 -3.4
FMTM MarketDesk Focused U.S. Momentum ETF 5.2 45 -5 3.9 -4.3
DIVZ TrueShares Low Volatility Equity Income ETF 5.1 65 -25 6.5 -1.7
WTV WisdomTree US Value Fund of Benef Interest 5.0 12 28 9.3 +1.1
DFUV Dimensional US Marketwide Value ETF 5.0 22 18 7.6 -0.6
AVIE Avantis  Inflation Focused Equity ETF 5.0 25 15 7.3 -0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.9 39 1 12.1 +3.9
QUVU Hartford Quality Value ETF 4.9 46 -6 7.2 -1.0
IUS Invesco RAFI Strategic US ETF 4.9 19 21 6.8 -1.5
SYLD Cambria Shareholder Yield ETF 4.8 59 -19 11.7 +3.5
EQIN Columbia US Equity Income ETF 4.8 35 5 6.9 -1.3
DFLV Dimensional US Large Cap Value ETF 4.7 22 18 7.9 -0.3
IWO iShares Russell 2000 Growth ETF 4.7 24 16 1.4 -6.8
VTWG Vanguard Russell 2000 Growth ETF 4.7 10 30 1.5 -6.7
OSCV Opus Small Cap Value ETF 4.7 79 -39 6.7 -1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 4.6 30 10 6.8 -1.4
LCF Touchstone US Large Cap Focused ETF 4.6 69 -29 4.3 -3.9
RTH VanEck Retail ETF 4.6 35 5 5.3 -2.9
SPGP Invesco S&P 500 GARP ETF 4.6 34 6 9.2 +1.0
GVLU Gotham 1000 Value ETF 4.6 50 -10 8.9 +0.7
VLUE iShares MSCI USA Value Factor ETF 4.5 15 25 9.7 +1.5
CVAR Cultivar ETF 4.4 87 -47 6.8 -1.4
FDLS Inspire Fidelis Multi Factor ETF 4.4 76 -36 5.3 -2.9
USSE Segall Bryant & Hamill Select Equity ETF 4.4 65 -25 4.3 -3.9
DIA SPDR Dow Jones Industrial Average ETF Trust 4.3 16 24 5.5 -2.7
PWV Invesco Large Cap Value ETF 4.3 55 -15 7.4 -0.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 4.3 29 11 6.3 -1.9
CGDV Capital Group Dividend Value ETF 4.3 33 7 4.6 -3.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 4.3 55 -15 10.3 +2.1
BUZZ VanEck Social Sentiment ETF 4.3 75 -35 0.1 -8.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.3 19 21 6.4 -1.8
FUNL CornerCap Fundametrics Large-Cap ETF 4.2 50 -10 7.3 -0.9
XMMO Invesco S&P MidCap Momentum ETF 4.2 34 6 5.7 -2.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.2 24 16 8.2 +0.0
JVAL JPMorgan U.S. Value Factor ETF 4.2 12 28 8.3 +0.1
FNX First Trust Mid Cap Core AlphaDEX Fund 4.2 60 -20 7.7 -0.5
HLGE Hartford Longevity Economy ETF 4.1 44 -4 6.5 -1.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.1 20 20 7.7 -0.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.1 25 15 7.2 -1.1
PSCH Invesco S&P SmallCap Health Care ETF 4.1 29 11 4.5 -3.7
ISCG iShares Morningstar Small-Cap Growth ETF 4.1 6 34 2.9 -5.3
LST Leuthold Select Industries ETF 4.1 91 -51 5.5 -2.8
MVPA Miller Value Partners Appreciation ETF 4.1 60 -20 9.4 +1.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.0 60 -20 6.3 -1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.0 75 -35 7.2 -1.0
SDEP SFP Core Equity Strategy 4.0 10 30 6.4 -1.8
PKW Invesco Buyback Achievers ETF 4.0 62 -22 7.4 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 4.0 17 23 6.0 -2.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.0 52 -12 6.3 -1.9
FNDB Schwab Fundamental US Broad Market Index ETF 4.0 25 15 7.2 -1.0
FCPI Fidelity Stocks for Inflation ETF 4.0 15 25 7.6 -0.6
ITAN Sparkline Intangible Value ETF 4.0 50 -10 6.7 -1.5
IYK iShares U.S. Consumer Staples ETF 3.9 40 0 6.2 -2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.9 10 30 6.0 -2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 3.9 31 9 2.5 -5.7
YALL God Bless America ETF 3.9 65 -25 3.7 -4.5
XMHQ Invesco S&P MidCap Quality ETF 3.9 25 15 7.3 -0.9
JPEF JPMorgan Equity Focus ETF 3.9 50 -10 4.3 -3.9
RAFE PIMCO RAFI ESG U.S. ETF 3.9 29 11 7.2 -1.0
VLU SPDR S&P 1500 Value Tilt ETF 3.8 12 28 7.6 -0.6
SSPY Syntax Stratified LargeCap ETF 3.8 30 10 6.7 -1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.8 20 20 6.3 -1.9
ULVM VictoryShares US Value Momentum ETF 3.8 20 20 7.4 -0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.8 65 -25 6.4 -1.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.8 15 25 6.0 -2.2
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.8 48 -8 8.2 0.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 3.7 35 5 5.5 -2.7
HELX Franklin Genomic Advancements ETF 3.7 50 -10 -0.3 -8.5
PRAY FIS Christian Stock Fund 3.7 69 -29 5.0 -3.2
STXV Strive 1000 Value ETF 3.7 18 22 8.1 -0.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 3.7 75 -35 1.2 -7.0
EQRR ProShares Equities for Rising Rates ETF 3.6 35 5 8.3 +0.1
FELV Fidelity Enhanced Large Cap Value ETF 3.6 18 22 6.8 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -19 9.1 +0.9
FVAL Fidelity Value Factor ETF 3.6 15 25 7.1 -1.1
MGV Vanguard Mega Cap Value ETF 3.6 7 33 6.6 -1.6
WLDR Affinity World Leaders Equity ETF 3.6 67 -27 7.7 -0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.5 -3.7
BGDV Bahl & Gaynor Dividend ETF 3.5 45 -5 4.8 -3.4
MODL VictoryShares WestEnd U.S. Sector ETF 3.5 42 -2 4.6 -3.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.5 18 22 5.8 -2.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 3.5 25 15 8.1 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.5 12 28 6.6 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.5 18 22 7.8 -0.5
FXG First Trust Consumer Staples AlphaDEX Fund 3.5 63 -23 8.5 +0.2
FESM Fidelity Enhanced Small Cap ETF 3.5 28 12 7.8 -0.4
CGUS Capital Group Core Equity ETF 3.5 33 7 4.4 -3.9
USMC Principal U.S. Mega-Cap ETF 3.5 12 28 4.5 -3.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.4 35 5 7.2 -1.0
XMLV Invesco S&P MidCap Low Volatility ETF 3.4 25 15 7.6 -0.7
LRGC AB US Large Cap Strategic Equities ETF 3.4 48 -8 4.5 -3.7
DVND Touchstone Dividend Select ETF 3.4 67 -27 5.7 -2.5
VEGN US Vegan Climate ETF 3.4 60 -20 4.5 -3.7
SPVM Invesco S&P 500 Value with Momentum ETF 3.4 39 1 8.3 +0.1
FSST Fidelity Sustainable U.S. Equity ETF 3.4 59 -19 4.3 -3.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.4 35 5 6.1 -2.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.3 43 -3 6.3 -1.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -15 4.8 -3.4
IWX iShares Russell Top 200 Value ETF 3.3 20 20 6.3 -1.9
ROUS Hartford Multifactor US Equity ETF 3.3 19 21 7.2 -1.0
VTV Vanguard Value ETF 3.3 4 36 6.9 -1.3
TXS Texas Capital Texas Equity Index ETF 3.3 49 -9 5.7 -2.6
RSSL Global X Russell 2000 ETF 3.3 8 32 4.5 -3.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3.3 9 31 4.5 -3.7
GLRY Inspire Faithward Mid Cap Momentum ETF 3.3 80 -40 6.3 -1.9
EVUS iShares ESG Aware MSCI USA Value ETF 3.3 18 22 6.8 -1.5
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -10 5.1 -3.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 3.2 39 1 6.1 -2.1
DEUS Xtrackers Russell US Multifactor ETF 3.2 17 23 7.0 -1.2
CCMG CCM Global Equity ETF 3.2 34 6 8.6 +0.4
VFVA Vanguard U.S. Value Factor ETF 3.2 13 27 11.2 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 2 4.6 -3.6
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 1 6.9 -1.3
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.2 60 -20 6.1 -2.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 -25 4.8 -3.5
AFMC First Trust Active Factor Mid Cap ETF 3.2 65 -25 8.9 +0.7
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.6 -0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 3.1 12 28 7.2 -1.0
ONEO SPDR Russell 1000 Momentum Focus ETF 3.1 20 20 7.1 -1.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.1 39 1 3.7 -4.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.1 25 15 5.4 -2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.0 15 25 7.5 -0.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 3.0 20 20 6.0 -2.3
IWM iShares Russell 2000 ETF 3.0 19 21 4.6 -3.6
VTWO Vanguard Russell 2000 ETF 3.0 7 33 4.6 -3.6
FSCS First Trust SMID Capital Strength ETF 3.0 60 -20 7.0 -1.3
DIVB iShares Core Dividend ETF 3.0 5 35 7.6 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 2.9 24 16 7.3 -0.9
IJH iShares Core S&P Mid-Cap ETF 2.9 5 35 7.5 -0.7
VBK Vanguard Small-Cap Growth ETF 2.9 7 33 1.9 -6.3
XITK SPDR FactSet Innovative Technology ETF 2.9 45 -5 -0.3 -8.5
QUS SPDR MSCI USA StrategicFactors ETF 2.9 15 25 5.7 -2.5
VYM Vanguard High Dividend Yield Index ETF 2.9 6 34 7.2 -1.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 2.9 70 -30 4.7 -3.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.9 50 -10 8.3 +0.1
VOOV Vanguard S&P 500 Value ETF 2.9 7 33 6.4 -1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 2.9 7 33 7.4 -0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.9 17 23 5.9 -2.3
ILCV iShares Morningstar Value ETF 2.9 4 36 6.7 -1.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.8 3 37 7.5 -0.7
IVE iShares S&P 500 Value ETF 2.8 18 22 6.3 -2.0
GRPM Invesco S&P MidCap 400 GARP ETF 2.8 35 5 9.1 +0.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 36 6.4 -1.8
VONV Vanguard Russell 1000 Value ETF 2.8 7 33 6.6 -1.6
IWD iShares Russell 1000 Value ETF 2.8 19 21 6.5 -1.7
ISMD Inspire Small/Mid Cap ETF 2.8 54 -14 6.1 -2.2
AFSM First Trust Active Factor Small Cap ETF 2.8 75 -35 7.7 -0.5
BLCR iShares Large Cap Core Active ETF 2.8 36 4 3.8 -4.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.8 60 -20 9.7 +1.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.8 29 11 8.7 +0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.8 15 25 9.2 +1.0
IUSV iShares Core S&P US Value ETF 2.8 4 36 6.5 -1.7
FSMD Fidelity Small-Mid Multifactor ETF 2.8 15 25 7.2 -1.0
GSPY Gotham Enhanced 500 ETF 2.7 50 -10 5.4 -2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.7 15 25 8.1 -0.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.7 9 31 5.6 -2.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.7 49 -9 4.4 -3.8
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 2.7 40 0 7.2 -1.0
ROSC Hartford Multifactor Small Cap ETF 2.7 34 6 9.8 +1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 2.7 67 -27 10.1 +1.9
AIEQ AI Powered Equity ETF 2.7 75 -35 3.8 -4.4
TMFX Motley Fool Next Index ETF 2.7 50 -10 2.6 -5.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.6 64 -24 2.4 -5.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.6 39 1 6.6 -1.6
NUSC Nuveen ESG Small-Cap ETF 2.6 31 9 5.5 -2.7
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 25 7.2 -1.0
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 6.2 -2.0
FFTY Innovator IBD 50 ETF 2.6 80 -40 0.5 -7.7
CCFE Concourse Capital Focused Equity ETF 2.6 95 -55 1.8 -6.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.6 55 -15 4.2 -4.0
DGRW WisdomTree US Quality Dividend Growth Fund 2.6 28 12 5.5 -2.7
ARKG ARK Genomic Revolution ETF 2.5 75 -35 0.0 -8.2
SAGP Strategas Global Policy Opportunities ETF 2.5 65 -25 5.2 -3.0
NULV Nuveen ESG Large-Cap Value ETF 2.5 26 14 6.3 -1.9
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 25 5.5 -2.7
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.4 -1.8
USMF WisdomTree U.S. Multifactor Fund 2.5 28 12 6.9 -1.4
MGRO VanEck Morningstar Wide Moat Growth ETF 2.5 49 -9 4.3 -3.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 2.5 35 5 9.8 +1.6
VXF Vanguard Extended Market ETF 2.5 5 35 4.8 -3.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.5 18 22 7.0 -1.3
AGNG Global X Aging Population ETF 2.5 50 -10 4.9 -3.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 5 5.9 -2.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 2.4 55 -15 4.9 -3.4
DFSU Dimensional US Sustainability Core 1 ETF 2.4 18 22 5.5 -2.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.4 40 0 5.8 -2.4
STXM Strive Mid-Cap ETF 2.4 18 22 6.4 -1.8
VFMF Vanguard U.S. Multifactor ETF 2.4 18 22 8.2 +0.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.4 24 16 7.9 -0.3
JHSC John Hancock Multifactor Small Cap ETF 2.4 42 -2 6.8 -1.4
DFAS Dimensional U.S. Small Cap ETF 2.4 26 14 6.6 -1.6
CGGO Capital Group Global Growth Equity ETF 2.4 47 -7 4.7 -3.5
RSP Invesco S&P 500 Equal Weight ETF 2.4 20 20 6.4 -1.8
YLDE ClearBridge Dividend Strategy ESG ETF 2.4 60 -20 5.8 -2.4
CZA Invesco Zacks Mid-Cap ETF 2.4 72 -32 6.5 -1.7
FDMO Fidelity Momentum Factor ETF 2.4 15 25 3.8 -4.4
SFYX SoFi Next 500 ETF 2.4 0 40 6.0 -2.2
USMV iShares MSCI USA Min Vol Factor ETF 2.4 15 25 5.7 -2.5
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 30 5.2 -3.1
WCEO Hypatia Women CEO ETF 2.4 85 -45 4.4 -3.8
GDIV Harbor Dividend Growth Leaders ETF 2.4 50 -10 5.3 -2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 26 5.0 -3.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.4 68 -28 2.2 -6.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.4 80 -40 8.1 -0.1
JHMM John Hancock Multifactor Mid Cap ETF 2.3 42 -2 6.5 -1.7
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 -19 3.9 -4.3
SIZE iShares MSCI USA Size Factor ETF 2.3 15 25 5.8 -2.4
SCHA Schwab U.S. Small-Cap ETF 2.3 4 36 6.3 -2.0
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -5 9.4 +1.2
EUSA iShares MSCI USA Equal Weighted ETF 2.3 9 31 6.1 -2.1
LGCF Themes US Cash Flow Champions ETF 2.3 30 10 8.4 +0.2
ABIG Argent Large Cap ETF 2.3 49 -9 7.5 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 2.3 15 25 6.3 -1.9
AUSF Global X Adaptive U.S. Factor ETF 2.3 27 13 8.8 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 31 6.1 -2.2
AVMV Avantis U.S. Mid Cap Value ETF 2.3 20 20 8.8 +0.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.3 5 35 8.0 -0.3
FMDE Fidelity Enhanced Mid Cap ETF 2.3 23 17 5.8 -2.5
FMKT The Free Markets ETF 2.3 76 -36 2.1 -6.2
AVSC Avantis U.S Small Cap Equity ETF 2.3 25 15 6.0 -2.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.3 75 -35 5.3 -2.9
GLBL Pacer MSCI World Industry Advantage ETF 2.3 65 -25 4.2 -4.0
VB Vanguard Small-Cap ETF 2.3 5 35 6.2 -2.0
TPSC Timothy Plan US Small Cap Core ETF 2.3 52 -12 7.0 -1.2
CGGR Capital Group Growth ETF 2.3 39 1 3.3 -5.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 31 5.0 -3.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.2 59 -19 6.0 -2.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 5 7.8 -0.4
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -20 6.4 -1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -55 0.6 -7.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 10 8.3 +0.1
FELC Fidelity Enhanced Large Cap Core ETF 2.2 18 22 5.3 -2.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.2 18 22 5.6 -2.6
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 5 4.8 -3.5
FNDA Schwab Fundamental US Small Co. Index ETF 2.2 25 15 8.0 -0.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 28 7.5 -0.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 21 5.2 -3.0
KRMA Global X Conscious Companies ETF 2.2 43 -3 5.9 -2.3
FQAL Fidelity Quality Factor ETF 2.1 15 25 5.7 -2.5
EES WisdomTree U.S. SmallCap Fund 2.1 38 2 9.1 +0.9
JHML John Hancock Multifactor Large Cap ETF 2.1 29 11 5.4 -2.8
USRD Themes US R&D Champions ETF 2.1 29 11 4.5 -3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 36 6.2 -2.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.1 50 -10 4.2 -4.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 25 4.7 -3.5
FFOX FundX Future Fund Opportunities ETF 2.1 100 -60 4.4 -3.8
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 28 4.5 -3.7
FYX First Trust Small Cap Core AlphaDEX Fund 2.1 61 -21 6.4 -1.8
SLYG SPDR S&P 600 Small Cap Growth ETF 2.1 15 25 5.7 -2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 5.0 -3.2
XMAG Defiance Large Cap ex-Mag 7 ETF 2.1 35 5 5.2 -3.1
VOE Vanguard Mid-Cap Value ETF 2.1 7 33 7.8 -0.4
SURE AdvisorShares Insiders Advantage ETF 2.1 90 -50 10.2 +2.0
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.1 10 30 5.7 -2.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.1 7 33 6.2 -2.0
NIXT Research Affiliates Deletions ETF 2.1 9 31 8.9 +0.6
BDIV AAM Brentview Dividend Growth ETF 2.1 49 -9 4.6 -3.6
AFLG First Trust Active Factor Large Cap ETF 2.1 55 -15 6.2 -2.0
EZM WisdomTree U.S. MidCap Fund 2.1 38 2 9.3 +1.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 8.0 -0.2
HAPS Harbor Human Capital Factor US Small Cap ETF 2.1 60 -20 4.2 -4.0
MBOX Freedom Day Dividend ETF 2.1 39 1 7.6 -0.7
PRXV Praxis Impact Large Cap Value ETF 2.1 36 4 6.6 -1.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.1 29 11 6.5 -1.7
IJR iShares Core S&P Small Cap ETF 2.1 6 34 7.9 -0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 30 5.3 -3.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.0 70 -30 11.2 +3.0
GOP Unusual Whales Subversive Republican Trading ETF 2.0 50 -10 5.8 -2.4
VIG Vanguard Dividend Appreciation ETF 2.0 5 35 5.6 -2.6
IMCV iShares Morningstar Mid-Cap Value ETF 2.0 6 34 8.2 0.0
QWLD SPDR MSCI World StrategicFactors ETF 2.0 30 10 6.1 -2.1
SUSA iShares MSCI USA ESG Select ETF 2.0 25 15 4.9 -3.4
RWK Invesco S&P MidCap 400 Revenue ETF 2.0 39 1 9.6 +1.4
SDOG ALPS Sector Dividend Dogs ETF 2.0 36 4 9.3 +1.1
EQWL Invesco S&P 100 Equal Weight ETF 2.0 25 15 6.0 -2.2
BFOR ALPS Barron's 400 ETF 2.0 65 -25 6.0 -2.2
ROE Astoria US Quality Kings ETF 2.0 49 -9 6.6 -1.6
FTDS First Trust Dividend Strength ETF 2.0 70 -30 7.8 -0.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.0 25 15 5.8 -2.4
VFMO Vanguard U.S. Momentum Factor ETF 2.0 13 27 3.2 -5.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.0 7 33 7.4 -0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 2.0 4 36 6.2 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 2.0 20 20 5.9 -2.3
SHRY First Trust Bloomberg Shareholder Yield ETF 2.0 60 -20 7.8 -0.5
BMED Future Health ETF 2.0 85 -45 0.5 -7.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -20 4.8 -3.4
NULC Nuveen ESG Large-Cap ETF 2.0 21 19 4.8 -3.4
FPX First Trust US Equity Opportunities ETF 2.0 61 -21 1.0 -7.2
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 33 7.8 -0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 2.0 59 -19 11.1 +2.9
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 31 4.9 -3.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 5.0 -3.2
QLC FlexShares US Quality Large Cap Index Fund 1.9 25 15 5.5 -2.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 7.9 -0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.9 29 11 6.2 -2.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.9 25 15 6.0 -2.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 5.1 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 5.0 -3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.9 -3.3
RUNN Running Oak Efficient Growth ETF 1.9 58 -18 4.8 -3.4
IWS iShares Russell Mid-Cap Value ETF 1.9 23 17 6.8 -1.4
TAX Cambria Tax Aware ETF 1.9 49 -9 5.2 -3.0
VOTE TCW Transform 500 ETF 1.9 5 35 5.0 -3.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 5.0 -3.2
IWR iShares Russell Midcap ETF 1.9 19 21 5.9 -2.4
BEEX BeeHive ETF 1.9 84 -44 4.3 -3.9
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 7.0 -1.3
PTL Inspire 500 ETF 1.9 9 31 5.4 -2.8
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 31 4.8 -3.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.9 60 -20 2.1 -6.1
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 22 10.2 +1.9
BOUT Innovator IBD Breakout Opportunities ETF 1.9 81 -41 3.4 -4.8
INCE Franklin Income Equity Focus ETF 1.9 29 11 5.5 -2.7
WDNA WisdomTree BioRevolution Fund 1.9 45 -5 -1.3 -9.5
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 17 3.4 -4.8
SXQG ETC 6 Meridian Quality Growth ETF 1.8 100 -60 4.6 -3.6
DFAT Dimensional U.S. Targeted Value ETF 1.8 28 12 9.5 +1.3
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.8 75 -35 4.8 -3.4
NACP Impact Shares NAACP Minority Empowerment ETF 1.8 49 -9 4.9 -3.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.8 52 -12 5.5 -2.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.8 18 22 8.9 +0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.8 58 -18 5.4 -2.8
PY Principal Value ETF 1.8 15 25 7.3 -0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.8 10 30 10.2 +2.0
STXD Strive 1000 Dividend Growth ETF 1.8 35 5 4.9 -3.3
SLYV SPDR S&P 600 Small Cap Value ETF 1.8 15 25 10.2 +2.0
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 22 5.2 -3.0
KOMP SPDR S&P Kensho New Economies Composite ETF 1.8 20 20 2.8 -5.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.8 15 25 8.9 +0.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.8 10 30 8.9 +0.7
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 36 6.8 -1.4
VO Vanguard Mid-Cap ETF 1.8 4 36 5.8 -2.4
STXK Strive Small-Cap ETF 1.8 18 22 6.2 -2.0
EPS WisdomTree U.S. LargeCap Fund 1.8 8 32 5.8 -2.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.8 75 -35 4.1 -4.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 5.0 -3.2
VBR Vanguard Small Cap Value ETF 1.8 7 33 9.2 +1.0
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -5 5.4 -2.8
EBI Longview Advantage ETF 1.8 35 5 6.7 -1.5
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -10 7.4 -0.8
WCLD WisdomTree Cloud Computing Fund 1.8 45 -5 1.5 -6.7
QVML Invesco S&P 500 QVM Multi-factor ETF 1.7 11 29 5.1 -3.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 23 5.6 -2.6
FLRG Fidelity U.S. Multifactor ETF 1.7 15 25 7.0 -1.2
ONEY SPDR Russell 1000 Yield Focus ETF 1.7 20 20 9.6 +1.4
DFVX Dimensional US Large Cap Vector ETF 1.7 22 18 6.2 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 1.7 29 11 4.8 -3.4
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -20 9.8 +1.5
FDN First Trust Dow Jones Internet Index Fund 1.7 52 -12 3.1 -5.1
TOLL Tema Monopolies and Oligopolies ETF 1.7 75 -35 3.9 -4.3
FDND FT Vest Dow Jones Internet & Target Income ETF 1.7 75 -35 3.0 -5.2
MOTE VanEck Morningstar ESG Moat ETF 1.7 49 -9 5.6 -2.6
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 25 4.9 -3.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.7 15 25 6.1 -2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 0.5 -7.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 1.7 7 33 10.0 +1.8
PFM Invesco Dividend Achievers ETF 1.7 53 -13 5.3 -2.9
DCOR Dimensional US Core Equity 1 ETF 1.7 14 26 5.5 -2.7
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 31 9 7.1 -1.1
LOWV AB US Low Volatility Equity ETF 1.6 48 -8 5.1 -3.1
REVS Columbia Research Enhanced Value ETF 1.6 19 21 7.7 -0.5
PWB Invesco Large Cap Growth ETF 1.6 56 -16 2.8 -5.4
BIBL Inspire 100 ETF 1.6 35 5 5.2 -3.0
LFSC F/m Emerald Life Sciences Innovation ETF 1.6 79 -39 0.0 -8.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.6 60 -20 -2.8 -11.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.6 4 36 4.0 -4.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.6 79 -39 4.5 -3.7
FDWM Fidelity Women's Leadership ETF 1.6 59 -19 5.0 -3.2
KOCG FIS Knights of Columbus Global Belief ETF 1.6 75 -35 5.1 -3.2
ACVF American Conservative Values ETF 1.6 75 -35 4.4 -3.9
DFAU Dimensional US Core Equity Market ETF 1.6 12 28 5.1 -3.1
VTHR Vanguard Russell 3000 ETF 1.6 7 33 5.0 -3.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 1.6 15 25 5.9 -2.3
IWV iShares Russell 3000 ETF 1.6 20 20 4.9 -3.4
VTI Vanguard Total Stock Market ETF 1.6 3 37 5.0 -3.2
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.6 -2.6
VSLU Applied Finance Valuation Large Cap ETF 1.6 49 -9 5.6 -2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 31 5.3 -2.9
DFUS Dimensional U.S. Equity ETF 1.5 9 31 4.9 -3.3
IBUY Amplify Online Retail ETF 1.5 65 -25 1.2 -7.0
THNR Amplify Weight Loss Drug & Treatment ETF 1.5 59 -19 5.8 -2.4
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.9 -3.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.5 3 37 5.0 -3.2
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 5.0 -3.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.5 15 25 4.3 -3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.5 39 1 9.6 +1.4
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 5.1 -3.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.5 39 1 8.5 +0.2
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 25 5.3 -2.9
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 1.5 3 37 5.2 -3.0
DXUV Dimensional US Vector Equity ETF 1.5 28 12 6.3 -1.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.5 65 -25 3.8 -4.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.5 60 -20 8.3 +0.1
IYY iShares Dow Jones U.S. ETF 1.5 20 20 4.9 -3.3
IMCB iShares Morningstar Mid-Cap ETF 1.5 4 36 6.0 -2.2
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 25 6.1 -2.1
VONE Vanguard Russell 1000 ETF 1.5 7 33 5.0 -3.2
IWB iShares Russell 1000 ETF 1.5 15 25 4.9 -3.3
JGLO JPMorgan Global Select Equity ETF 1.5 33 7 4.9 -3.3
SCHK Schwab 1000 Index ETF 1.5 5 35 5.1 -3.1
VV Vanguard Large-Cap ETF 1.5 4 36 4.9 -3.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.5 7 33 5.1 -3.1
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.6 -0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 31 5.3 -2.9
PBUS Invesco MSCI USA ETF 1.5 4 36 5.0 -3.2
SCHX Schwab U.S. Large-Cap ETF 1.5 3 37 5.1 -3.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.5 47 -7 5.8 -2.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.5 12 28 7.5 -0.7
VOT Vanguard Mid-Cap Growth ETF 1.5 7 33 3.5 -4.7
SMOT VanEck Morningstar SMID Moat ETF 1.5 49 -9 6.7 -1.6
FINX Global X FinTech ETF 1.4 68 -28 2.2 -6.1
TMFM Motley Fool Mid-Cap Growth ETF 1.4 85 -45 2.5 -5.7
TMFS Motley Fool Small-Cap Growth ETF 1.4 85 -45 3.4 -4.9
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -39 4.2 -4.0
FFND Future Fund Active ETF 1.4 100 -60 4.4 -3.8
BLLD JPMorgan Sustainable Infrastructure ETF 1.4 49 -9 6.1 -2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 20 4.8 -3.4
COPY Tweedy, Browne Insider + Value ETF 1.4 80 -40 11.7 +3.5
SCHV Schwab U.S. Large-Cap Value ETF 1.4 4 36 6.8 -1.4
VOO Vanguard S&P 500 ETF 1.4 3 37 5.1 -3.2
ILCB iShares Morningstar U.S. Equity ETF 1.4 3 37 5.0 -3.2
MOAT VanEck Morningstar Wide Moat ETF 1.4 46 -6 5.6 -2.6
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 6.2 -2.0
JEPI JPMorgan Equity Premium Income ETF 1.4 35 5 5.5 -2.7
IVV iShares Core S&P 500 ETF 1.4 3 37 5.0 -3.2
SPY SPDR S&P 500 ETF Trust 1.4 9 31 5.0 -3.2
MGC Vanguard Mega Cap ETF 1.4 7 33 4.7 -3.5
SPLG SPDR Portfolio S&P 500 ETF 1.4 2 38 5.1 -3.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.4 28 12 6.0 -2.2
DSI iShares MSCI KLD 400 Social ETF 1.4 25 15 4.9 -3.3
DVY iShares Select Dividend ETF 1.4 38 2 9.3 +1.1
SIXS ETC 6 Meridian Small Cap Equity ETF 1.4 89 -49 10.2 +1.9
APUE ActivePassive U.S. Equity ETF 1.4 45 -5 4.7 -3.5
STRV Strive 500 ETF 1.4 5 35 4.9 -3.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.4 18 22 4.8 -3.5
XSMO Invesco S&P SmallCap Momentum ETF 1.4 39 1 5.8 -2.4
IWL iShares Russell Top 200 ETF 1.4 15 25 4.7 -3.5
GNOM Global X Genomics & Biotechnology ETF 1.4 50 -10 -3.6 -11.8
DFNV Donoghue Forlines Innovation ETF 1.4 69 -29 4.5 -3.7
DTD WisdomTree U.S. Total Dividend Fund 1.4 28 12 6.4 -1.9
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 5.0 -3.2
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.5 +1.3
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.1 -3.2
KONG Formidable Fortress ETF 1.3 89 -49 6.0 -2.2
MDCP VictoryShares THB Mid Cap ESG ETF 1.3 55 -15 5.8 -2.5
IPDP Dividend Performers ETF 1.3 122 -82 5.1 -3.1
BKWO BNY Mellon Women's Opportunities ETF 1.3 50 -10 3.7 -4.5
RJMG FT Raymond James Multicap Growth Equity ETF 1.3 85 -45 2.2 -6.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.3 39 1 3.2 -5.0
USXF iShares ESG Advanced MSCI USA ETF 1.3 10 30 4.6 -3.6
RVRB Reverb ETF 1.3 30 10 4.7 -3.6
GURU Global X Guru Index ETF 1.3 75 -35 3.5 -4.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.3 15 25 6.5 -1.8
LGRO Level Four Large Cap Growth Active ETF 1.3 55 -15 3.8 -4.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.3 25 15 11.6 +3.3
TMAT Main Thematic Innovation ETF 1.3 164 -124 -1.4 -9.6
DON WisdomTree U.S. MidCap Dividend Fund 1.3 38 2 8.9 +0.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 4.0 -4.2
HGRO Hedgeye Quality Growth ETF 1.3 70 -30 3.3 -4.9
KLMN Invesco MSCI North America Climate ETF 1.3 9 31 5.1 -3.1
FDLO Fidelity Low Volatility Factor ETF 1.3 15 25 5.4 -2.8
XSHQ Invesco S&P SmallCap Quality ETF 1.2 29 11 8.2 +0.0
VFMV Vanguard U.S. Minimum Volatility ETF 1.2 13 27 5.7 -2.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.2 9 31 4.9 -3.3
IWN iShares Russell 2000 Value ETF 1.2 24 16 7.8 -0.4
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 3.7 -4.5
VTWV Vanguard Russell 2000 Value ETF 1.2 10 30 7.9 -0.4
ABLS Abacus FCF Small Cap Leaders ETF 1.2 59 -19 6.4 -1.9
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -8 4.5 -3.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 9.3 +1.1
ANEW ProShares MSCI Transformational Changes ETF 1.2 45 -5 6.0 -2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 5.1 -3.1
ESIX SPDR S&P SmallCap 600 ESG ETF 1.2 12 28 8.2 -0.0
OPTZ Optimize Strategy Index ETF 1.2 50 -10 5.0 -3.2
SFY SoFi Select 500 ETF 1.2 0 40 4.5 -3.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 1.2 48 -8 6.1 -2.1
ABFL Abacus FCF Leaders ETF 1.2 59 -19 5.5 -2.7
MNTL Tema Neuroscience and Mental Health ETF 1.2 75 -35 -0.9 -9.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 -12 6.7 -1.5
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 34 9.4 +1.2
SMMD iShares Russell 2500 ETF 1.1 15 25 6.4 -1.8
VFQY Vanguard U.S. Quality Factor ETF 1.1 13 27 6.4 -1.9
TOK iShares MSCI Kokusai ETF 1.1 26 14 5.2 -3.1
JSML Janus Henderson Small Cap Growth Alpha ETF 1.1 30 10 8.3 +0.1
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -2 4.7 -3.5
HDUS Hartford Disciplined US Equity ETF 1.1 19 21 5.8 -2.4
GINX SGI Enhanced Global Income ETF 1.1 98 -58 6.9 -1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.1 39 1 9.6 +1.4
AVUS Avantis U.S. Equity ETF 1.1 15 25 5.9 -2.3
URTH iShares MSCI World ETF 1.1 24 16 5.2 -3.0
BLES Inspire Global Hope ETF 1.1 61 -21 6.8 -1.5
FLV American Century Focused Large Cap Value ETF 1.1 42 -2 6.7 -1.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 11 4.5 -3.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 1.0 47 -7 9.3 +1.1
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 5.4 -2.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.0 56 -16 6.4 -1.9
RECS Columbia Research Enhanced Core ETF 1.0 15 25 5.8 -2.4
FDVV Fidelity High Dividend ETF 1.0 15 25 7.8 -0.4
DGT SPDR Global Dow ETF 1.0 50 -10 7.2 -1.0
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 11.9 +3.7
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.8 -4.5
CANC Tema Oncology ETF 1.0 75 -35 -2.7 -10.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.0 12 28 4.6 -3.6
OEF iShares S&P 100 ETF 1.0 20 20 4.6 -3.6
ARKK ARK Innovation ETF 1.0 75 -35 -2.5 -10.7
SMDV ProShares Russell 2000 Dividend Growers ETF 1.0 40 0 7.4 -0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.0 6 34 4.1 -4.1
DES WisdomTree U.S. SmallCap Dividend Fund 1.0 38 2 9.4 +1.2
VT Vanguard Total World Stock ETF 1.0 6 34 6.0 -2.2
CHGX AXS Change Finance ESG ETF 1.0 49 -9 4.8 -3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 -30 4.8 -3.5
OALC OneAscent Large Cap Core ETF 1.0 86 -46 4.1 -4.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.9 35 5 4.2 -4.0
ACWI iShares MSCI ACWI ETF 0.9 32 8 5.7 -2.6
KNO AXS Knowledge Leaders ETF 0.9 78 -38 6.0 -2.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 5.8 -2.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 0.9 25 15 5.3 -2.9
BUL Pacer US Cash Cows Growth ETF 0.9 60 -20 6.2 -2.0
AZTD Aztlan Global Stock Selection DM SMID ETF 0.9 75 -35 7.7 -0.5
BRIF FIS Bright Portfolios Focused Equity ETF 0.9 65 -25 5.0 -3.3
SPLV Invesco S&P 500 Low Volatility ETF 0.9 25 15 5.3 -2.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.9 25 15 7.5 -0.8
THRO iShares U.S. Thematic Rotation Active ETF 0.9 90 -50 4.0 -4.2
RGEF Rockefeller Global Equity ETF 0.9 55 -15 4.9 -3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 31 5.9 -2.3
XLG Invesco S&P 500 Top 50 ETF 0.9 20 20 4.5 -3.7
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 30 5.9 -2.3
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 -8 1.6 -6.6
GINN Goldman Sachs Innovate Equity ETF 0.9 52 -12 3.7 -4.5
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -19 6.4 -1.8
FVD First Trust Value Line Dividend Index Fund 0.8 65 -25 6.3 -1.9
QLV FlexShares US Quality Low Volatility Index Fund 0.8 22 18 5.7 -2.5
IWC iShares Micro-Cap ETF 0.8 60 -20 -0.6 -8.8
TMFC Motley Fool 100 Index ETF 0.8 50 -10 3.5 -4.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 0.8 38 2 7.7 -0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 0.8 35 5 7.8 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 30 4.4 -3.8
DFSV Dimensional US Small Cap Value ETF 0.8 31 9 10.4 +2.2
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -10 4.6 -3.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 0.8 12 28 5.7 -2.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.8 19 21 0.5 -7.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 0.8 60 -20 7.7 -0.5
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 0.7 30 10 13.0 +4.8
JSTC Adasina Social Justice All Cap Global ETF 0.7 89 -49 4.8 -3.4
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.7 35 5 10.6 +2.4
QGRO American Century U.S. Quality Growth ETF 0.7 29 11 3.6 -4.7
MAGA Point Bridge America First ETF 0.7 72 -32 6.1 -2.1
FTXH First Trust Nasdaq Pharmaceuticals ETF 0.7 60 -20 11.2 +3.0
SKYY First Trust Cloud Computing ETF 0.7 60 -20 3.0 -5.2
VAMO Cambria Value & Momentum ETF 0.7 61 -21 6.3 -1.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.7 18 22 4.8 -3.4
GLOF iShares Global Equity Factor ETF 0.6 20 20 6.7 -1.5
MILN Global X Millennial Consumer ETF 0.6 50 -10 3.6 -4.6
RPG Invesco S&P 500 Pure Growth ETF 0.6 35 5 3.2 -5.0
XDAT Franklin Exponential Data ETF 0.6 50 -10 2.1 -6.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.6 10 30 4.4 -3.8
STXG Strive 1000 Growth ETF 0.6 18 22 3.9 -4.3
QTUM Defiance Quantum ETF 0.6 40 0 5.4 -2.8
XT iShares Exponential Technologies ETF 0.6 46 -6 4.8 -3.4
ALIL Argent Focused Small Cap ETF 0.6 74 -34 7.1 -1.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.6 -3.7
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.2 -4.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 5.2 -3.0
AOTG AOT Growth and Innovation ETF 0.5 75 -35 1.8 -6.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 6.2 -2.1
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.7 -1.6
COWZ Pacer US Cash Cows 100 ETF 0.5 49 -9 9.3 +1.1
JQUA JPMorgan U.S. Quality Factor ETF 0.5 12 28 5.9 -2.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.4 -2.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -33 11.2 +3.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.5 60 -20 5.2 -3.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.5 65 -25 3.5 -4.7
CRTC Xtrackers US National Critical Technologies ETF 0.5 35 5 4.9 -3.4
WISE Themes Generative Artificial Intelligence ETF 0.4 35 5 0.4 -7.8
AVUQ Avantis U.S. Quality ETF 0.4 15 25 4.9 -3.4
USCF Themes US Cash Flow Champions ETF 0.4 29 11 9.1 +0.9
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 15 10.2 +2.0
IWF iShares Russell 1000 Growth ETF 0.4 19 21 4.4 -3.8
VONG Vanguard Russell 1000 Growth ETF 0.4 7 33 4.6 -3.7
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 11.9 +3.7
FTC First Trust Large Cap Growth AlphaDEX Fund 0.4 59 -19 2.8 -5.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.4 35 5 10.6 +2.4
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.9 -5.3
IUSG iShares Core S&P U.S. Growth ETF 0.4 4 36 4.3 -4.0
YOKE Yoke Core ETF 0.3 42 -2 4.5 -3.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 5 13.2 +4.9
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.4 -1.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.3 18 22 4.2 -4.1
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.8 -4.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.3 30 10 4.5 -3.7
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 9.3 +1.1
CGV Conductor Global Equity Value ETF 0.3 130 -90 8.7 +0.5
CZAR Themes Natural Monopoly ETF 0.3 35 5 5.4 -2.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -20 6.1 -2.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 10.1 +1.9
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.3 36 4 11.9 +3.7
IWY iShares Russell Top 200 Growth ETF 0.3 20 20 4.6 -3.6
SVAL iShares US Small Cap Value Factor ETF 0.3 20 20 10.7 +2.5
ARVR First Trust Indxx Metaverse ETF 0.2 70 -30 4.0 -4.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.2 45 -5 2.9 -5.4
PPTY US Diversified Real Estate ETF 0.2 53 -13 7.9 -0.4
PRXG Praxis Impact Large Cap Growth ETF 0.2 36 4 4.1 -4.1
ILCG iShares Morningstar Growth ETF 0.2 4 36 3.8 -4.4
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 5.4 -2.9
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 17.5 +9.3
DSMC Distillate Small/Mid Cash Flow ETF 0.2 55 -15 12.7 +4.5
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.2 69 -29 -0.6 -8.8
NULG Nuveen ESG Large-Cap Growth ETF 0.2 26 14 3.3 -4.9
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 7.9 -0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 2 6.2 -2.0
IBB iShares Biotechnology ETF 0.2 45 -5 0.6 -7.6
VOOG Vanguard S&P 500 Growth ETF 0.2 7 33 4.2 -4.1
IVW iShares S&P 500 Growth ETF 0.2 18 22 4.0 -4.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2 4 36 4.2 -4.0
VUG Vanguard Growth ETF 0.2 4 36 4.1 -4.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 4 4.9 -3.4
HLAL Wahed FTSE USA Shariah ETF 0.1 50 -10 4.9 -3.3
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 3.8 -4.4
TTAC FCF US Quality ETF 0.1 59 -19 6.0 -2.2
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -20 4.2 -4.0
DUHP Dimensional US High Profitability ETF 0.1 21 19 6.4 -1.9
CLOU Global X Cloud Computing ETF 0.1 68 -28 2.2 -6.1
IEDI iShares U.S. Consumer Focused ETF 0.1 18 22 5.2 -3.0
ISRA VanEck Israel ETF 0.1 59 -19 6.9 -1.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -2.7 -10.9
DHS WisdomTree U.S. High Dividend Fund 0.1 38 2 8.2 -0.1
LVOL American Century Low Volatility ETF 0.1 29 11 4.8 -3.5
DEW WisdomTree Global High Dividend Fund 0.1 58 -18 8.7 +0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.1 45 -5 4.5 -3.7
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 0.0 -8.2
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 7.6 -0.6
SNPG Xtrackers S&P 500 Growth ESG ETF 0.1 15 25 4.5 -3.7
MTUM iShares MSCI USA Momentum Factor ETF 0.0 15 25 3.6 -4.6
PNQI Invesco NASDAQ Internet ETF 0.0 60 -20 3.2 -5.0
SPMO Invesco S&P 500 Momentum ETF 0.0 13 27 3.7 -4.5
RNIN Bushido Capital US SMID Cap Equity ETF 0.0 70 -30 5.0 -3.2

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

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RESULTS & ESTIMATES

  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:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.9 %
Divided by: Fwd. P/BV 1.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 8.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.59
 
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.