iShares U.S. Healthcare Providers ETF
ALTAR
Score™
6.1% info Recommen-
dation
NEUTRAL
2024E    2025E
P/E
ratio
15.8x 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) $799
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 67
Wgt avg mkt cap (mns) $145,930
Large cap (>$10bn) 83.5%
Mid cap ($2-10bn) 12.8%
Small cap (<$2bn) 3.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
UNITEDHEALTH GROUP INC 22.0 %
ELEVANCE HEALTH INC 13.7 %
CIGNA CORPORATION 9.8 %
HCA HOLDINGS INC 4.6 %
CVS CAREMARK CORP 4.6 %
VEEVA SYSTEMS INC-CLASS A 4.4 %
CENTENE CORP 4.3 %
HUMANA INC 4.2 %
MOLINA HEALTHCARE INC 3.7 %
LABORATORY CRP OF AMER HLDGS 3.0 %
Total 74.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.5 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
4.1% 11.7% 11.1% 11.7% 10.9%

Market Correlations
versus... Beta R-squared
S&P500 0.66 52%
MSCI EAFE 0.64 45%
MSCI Emg. Mkts. 0.33 13%

Technical Indicators
Recent close $50.92
30d moving avg. $254.61
Annualized volatility 16.3%
Short interest (ETF) 0.8%
Short interest (Underlying) 2.5%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 83
Turnover 0.5%
Bid/Ask (% of price) 0.09%
ADV underlying (mns) $15,011

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 598 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™: 6.1%


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 39.4 35 5 5.8 -0.3
FXH First Trust Health Care AlphaDEX Fund 22.4 62 -22 7.1 +1.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 18.6 40 0 7.3 +1.2
VHT Vanguard Health Care ETF 18.4 10 30 5.7 -0.4
FHLC Fidelity MSCI Health Care Index ETF 18.4 8 32 5.9 -0.2
XLV Health Care Select Sector SPDR Fund 18.0 9 31 7.2 +1.1
IYH iShares U.S. Healthcare ETF 17.2 40 0 6.3 +0.2
MEDI Harbor Health Care ETF 14.6 80 -40 0.9 -5.2
IXJ iShares Global Healthcare ETF 13.0 42 -2 6.2 +0.1
HART IQ Healthy Hearts ETF 12.5 45 -5 5.4 -0.7
FBCV Fidelity Blue Chip Value ETF 11.6 59 -19 7.2 +1.1
PINK Simplify Health Care ETF 11.3 50 -10 3.3 -2.8
SMRI Bushido Capital US Equity ETF 11.1 71 -31 10.3 +4.2
FDHT Fidelity Digital Health ETF 10.3 39 1 -2.4 -8.5
RUFF Alpha Dog ETF 9.2 94 -54 4.7 -1.4
DUSA Davis Select U.S. Equity ETF 9.1 61 -21 7.2 +1.1
DSTL Distillate US Fundamental Stability & Value ETF 8.8 39 1 7.8 +1.8
RWL Invesco S&P 500 Revenue ETF 8.6 39 1 6.7 +0.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.3 60 -20 -3.5 -9.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 8.2 65 -25 3.7 -2.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 7.8 65 -25 -1.1 -7.2
DIA SPDR Dow Jones Industrial Average ETF Trust 7.7 16 24 5.9 -0.2
SRHQ SRH U.S. Quality ETF 7.5 35 5 8.0 +1.9
SPVU Invesco S&P 500 Enhanced Value ETF 7.2 13 27 9.4 +3.3
RPV Invesco S&P 500 Pure Value ETF 7.1 35 5 10.2 +4.1
SIXL ETC 6 Meridian Low Beta Equity ETF 6.7 80 -40 5.2 -0.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 6.4 20 20 4.6 -1.5
SPVM Invesco S&P 500 Value with Momentum ETF 6.3 39 1 8.5 +2.4
PSCH Invesco S&P SmallCap Health Care ETF 6.3 29 11 5.8 -0.3
HKND Humankind US Stock ETF 6.1 11 29 7.0 +0.9
IPDP Dividend Performers ETF 6.0 122 -82 4.9 -1.2
FVAL Fidelity Value Factor ETF 6.0 15 25 7.5 +1.4
VLUE iShares MSCI USA Value Factor ETF 5.8 15 25 10.8 +4.7
GERM ETFMG Treatments Testing and Advancements ETF 5.7 68 -28 -6.5 -12.6
EDOC Global X Telemedicine & Digital Health ETF Registered 5.6 68 -28 -5.5 -11.6
FUNL CornerCap Fundametrics Large-Cap ETF 5.6 50 -10 7.0 +0.9
QVAL Alpha Architect US Quantitative Value ETF 5.5 39 1 11.2 +5.1
MGV Vanguard Mega Cap Value ETF 5.5 7 33 7.0 +0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 5.4 50 -10 4.6 -1.5
MBOX Freedom Day Dividend ETF 5.4 39 1 7.8 +1.8
BMED Future Health ETF 5.4 85 -45 0.2 -5.9
ULVM VictoryShares US Value Momentum ETF 5.3 20 20 7.5 +1.4
PWV Invesco Large Cap Value ETF 5.3 55 -15 7.7 +1.6
VEGN US Vegan Climate ETF 5.3 60 -20 4.6 -1.5
ESGS Columbia U.S. ESG Equity Income ETF 5.2 35 5 6.4 +0.3
FLDZ RiverNorth Patriot ETF 5.1 75 -35 5.9 -0.2
RAFE PIMCO RAFI ESG U.S. ETF 5.1 29 11 7.2 +1.1
LCF Touchstone US Large Cap Focused ETF 5.0 69 -29 4.5 -1.6
PKW Invesco Buyback Achievers ETF 5.0 62 -22 7.1 +1.1
ZECP Zacks Earnings Consistent Portfolio ETF 4.9 55 -15 5.0 -1.1
VTV Vanguard Value ETF 4.9 4 36 7.1 +1.0
FMIL Fidelity New Millennium ETF 4.9 59 -19 4.3 -1.8
IUS Invesco RAFI Strategic US ETF 4.8 19 21 7.2 +1.1
JVAL JPMorgan U.S. Value Factor ETF 4.8 12 28 8.4 +2.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 4.8 25 15 8.9 +2.8
AMID Argent Mid Cap ETF Argent Mid Cap ETF 4.7 52 -12 7.0 +0.9
DWLD Davis Select Worldwide ETF 4.7 63 -23 5.8 -0.3
ACSI American Customer Satisfaction ETF 4.7 65 -25 5.0 -1.1
NULV Nuveen ESG Large-Cap Value ETF 4.7 26 14 7.3 +1.2
RNMC First Trust Mid Cap US Equity Select ETF 4.7 60 -20 8.0 +1.9
YALL God Bless America ETF 4.6 65 -25 3.6 -2.5
USMF WisdomTree U.S. Multifactor Fund 4.6 28 12 7.0 +0.9
RTH VanEck Retail ETF 4.5 35 5 6.0 -0.1
VIRS Pacer BioThreat Strategy ETF 4.5 70 -30 5.9 -0.2
IYK iShares U.S. Consumer Staples ETF 4.4 40 0 6.7 +0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.3 20 20 8.0 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 4.3 59 -19 4.9 -1.2
HLGE Hartford Longevity Economy ETF 4.3 44 -4 6.6 +0.5
EVUS iShares ESG Aware MSCI USA Value ETF 4.3 18 22 6.8 +0.7
WTV WisdomTree US Value Fund of Benef Interest 4.3 12 28 8.7 +2.6
VTWG Vanguard Russell 2000 Growth ETF 4.3 15 25 1.7 -4.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.2 55 -15 4.0 -2.1
IWO iShares Russell 2000 Growth ETF 4.2 24 16 1.4 -4.7
KRMA Global X Conscious Companies ETF 4.2 43 -3 5.8 -0.3
DFLV Dimensional US Large Cap Value ETF 4.2 22 18 7.9 +1.8
OSCV Opus Small Cap Value ETF 4.2 79 -39 6.4 +0.4
CACG ClearBridge All Cap Growth ESG ETF 4.2 54 -14 3.3 -2.8
DFUV Dimensional US Marketwide Value ETF 4.2 22 18 7.7 +1.7
AIEQ AI Powered Equity ETF 4.1 75 -35 6.1 +0.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.1 25 15 11.1 +5.0
RFFC ALPS Active Equity Opportunity ETF 4.1 48 -8 4.5 -1.6
JAVA JPMorgan Active Value ETF 4.1 44 -4 6.5 +0.4
IJT iShares S&P Small-Cap 600 Growth ETF 4.0 18 22 7.1 +1.0
SLYG SPDR S&P 600 Small Cap Growth ETF 4.0 15 25 7.1 +1.0
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.0 60 -20 10.2 +4.1
FNDX Schwab Fundamental US Large Co. Index ETF 3.9 25 15 7.2 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.9 24 16 8.1 +2.0
VIG Vanguard Dividend Appreciation ETF 3.9 6 34 5.9 -0.2
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.6 -0.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.8 20 20 6.5 +0.4
ARKG ARK Genomic Revolution ETF 3.8 75 -35 -8.9 -15.0
IVE iShares S&P 500 Value ETF 3.8 18 22 6.7 +0.6
SPYV SPDR Portfolio S&P 500 Value ETF 3.8 4 36 6.8 +0.8
VFVA Vanguard U.S. Value Factor ETF 3.8 13 27 10.8 +4.7
FNDB Schwab Fundamental US Broad Market Index ETF 3.8 25 15 7.2 +1.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 3.8 75 -35 6.6 +0.6
AHOY Newday Ocean Health ETF 3.7 75 -35 5.7 -0.4
ROE Astoria US Quality Kings ETF 3.7 49 -9 8.1 +2.1
STXV Strive 1000 Value ETF 3.7 18 22 8.0 +1.9
VLU SPDR S&P 1500 Value Tilt ETF 3.7 12 28 7.2 +1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.7 52 -12 6.4 +0.3
STXD Strive 1000 Dividend Growth ETF 3.7 35 5 5.5 -0.6
OALC OneAscent Large Cap Core ETF 3.7 86 -46 5.8 -0.3
IUSV iShares Core S&P US Value ETF 3.7 4 36 6.9 +0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.7 70 -30 1.8 -4.3
FCPI Fidelity Stocks for Inflation ETF 3.7 15 25 8.6 +2.5
SAGP Strategas Global Policy Opportunities ETF 3.7 65 -25 4.5 -1.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.7 75 -35 2.1 -4.0
DVND Touchstone Dividend Select ETF 3.7 67 -27 6.4 +0.3
GVLU Gotham 1000 Value ETF 3.6 50 -10 7.5 +1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.6 19 21 6.5 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 3.6 39 1 7.4 +1.3
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -19 8.4 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.6 15 25 10.2 +4.1
XJR iShares ESG Screened S&P Small-Cap ETF 3.6 12 28 7.9 +1.8
FDWM Fidelity Women's Leadership ETF 3.5 59 -19 4.8 -1.3
ITAN Sparkline Intangible Value ETF 3.5 50 -10 6.1 +0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 3.5 18 22 6.4 +0.3
IWX iShares Russell Top 200 Value ETF 3.5 20 20 6.6 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.5 48 -8 6.2 +0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.5 18 22 7.7 +1.6
KRUZ Unusual Whales Subversive Republican Trading ETF 3.5 75 -35 5.0 -1.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 3.5 48 -8 5.7 -0.4
ESIX SPDR S&P SmallCap 600 ESG ETF 3.4 12 28 7.9 +1.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 3.4 15 25 8.4 +2.3
DFSU Dimensional US Sustainability Core 1 ETF 3.4 18 22 5.7 -0.4
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.4 60 -20 6.6 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 3.4 28 12 6.2 +0.1
WLDR Affinity World Leaders Equity ETF 3.4 67 -27 8.5 +2.4
ILCV iShares Morningstar Value ETF 3.4 4 36 6.8 +0.7
ISCG iShares Morningstar Small-Cap Growth ETF 3.4 6 34 2.5 -3.6
SMDY Syntax Stratified MidCap ETF 3.4 35 5 6.4 +0.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.3 15 25 7.0 +0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.3 65 -25 3.9 -2.2
QUS SPDR MSCI USA StrategicFactors ETF 3.3 15 25 6.1 -0.0
CHGX AXS Change Finance ESG ETF 3.3 49 -9 5.0 -1.1
SXQG ETC 6 Meridian Quality Growth ETF 3.3 100 -60 4.3 -1.8
CATH Global X S&P 500 Catholic Values Custom ETF 3.3 29 11 5.1 -1.0
GDIV Harbor Dividend Growth Leaders ETF 3.3 50 -10 6.1 -0.0
FSMD Fidelity Small-Mid Multifactor ETF 3.3 15 25 7.7 +1.6
SSPY Syntax Stratified LargeCap ETF 3.3 30 10 6.6 +0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.3 50 -10 8.0 +1.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.3 75 -35 4.6 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 31 5.7 -0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -20 4.0 -2.1
SMLE Xtrackers S&P SmallCap 600 ESG ETF 3.2 15 25 7.7 +1.6
REVS Columbia Research Enhanced Value ETF 3.2 19 21 7.9 +1.8
VIOO Vanguard S&P Small-Cap 600 ETF 3.2 10 30 7.9 +1.8
IJR iShares Core S&P Small Cap ETF 3.2 6 34 8.3 +2.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 3.2 3 37 8.4 +2.3
FXG First Trust Consumer Staples AlphaDEX Fund 3.2 63 -23 6.7 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 3.2 4 36 4.2 -1.9
EDOW First Trust Dow 30 Equal Weight ETF 3.2 50 -10 6.0 -0.1
PSC Principal U.S. Small-Cap ETF 3.1 38 2 6.6 +0.5
AFMC First Trust Active Factor Mid Cap ETF 3.1 65 -25 7.6 +1.5
WOMN Impact Shares YWCA Women's Empowerment ETF 3.1 75 -35 4.9 -1.2
DFAS Dimensional U.S. Small Cap ETF 3.1 26 14 6.1 +0.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.1 70 -30 5.1 -1.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.1 29 11 8.2 +2.1
GLRY Inspire Faithward Mid Cap Momentum ETF 3.0 80 -40 8.1 +2.0
COWZ Pacer US Cash Cows 100 ETF 3.0 49 -9 11.0 +4.9
RUNN Running Oak Efficient Growth ETF 3.0 58 -18 4.9 -1.2
ISMD Inspire Small/Mid Cap ETF 3.0 54 -14 6.2 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.0 60 -20 4.4 -1.7
SPHQ Invesco S&P 500 Quality ETF 3.0 15 25 5.4 -0.7
CGGO Capital Group Global Growth Equity ETF 2.9 47 -7 4.3 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 -9 4.9 -1.2
VOOG Vanguard S&P 500 Growth ETF 2.9 10 30 5.4 -0.7
PFM Invesco Dividend Achievers ETF 2.9 53 -13 5.8 -0.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.9 15 25 8.8 +2.7
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 15 5.6 -0.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 2.9 29 11 7.5 +1.4
SSLY Syntax Stratified SmallCap ETF 2.9 40 0 7.6 +1.5
VBK Vanguard Small-Cap Growth ETF 2.8 7 33 1.5 -4.6
SNPV Xtrackers S&P 500 Value ESG ETF 2.8 15 25 6.9 +0.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.8 9 31 5.0 -1.1
EPS WisdomTree U.S. LargeCap Fund 2.8 8 32 6.3 +0.2
EZM WisdomTree U.S. MidCap Fund 2.8 38 2 8.3 +2.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 25 4.9 -1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.8 30 10 7.7 +1.6
AFLG First Trust Active Factor Large Cap ETF 2.8 55 -15 6.1 +0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.8 32 8 5.2 -0.9
SNPE Xtrackers S&P 500 ESG ETF 2.8 10 30 5.3 -0.8
PRAY FIS Christian Stock Fund 2.8 69 -29 5.9 -0.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.7 9 31 5.8 -0.3
AFSM First Trust Active Factor Small Cap ETF 2.7 75 -35 7.8 +1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.7 15 25 7.5 +1.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 2.7 60 -20 6.6 +0.5
SPGP Invesco S&P 500 GARP ETF 2.7 34 6 8.5 +2.4
LRGE ClearBridge Large Cap Growth ESG ETF 2.7 59 -19 3.3 -2.8
DEUS Xtrackers Russell US Multifactor ETF 2.7 17 23 7.1 +1.0
TXS Texas Capital Texas Equity Index ETF 2.7 49 -9 5.6 -0.5
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.7 17 23 5.5 -0.6
NULC Nuveen ESG Large-Cap ETF 2.7 21 19 5.5 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 2.7 15 25 8.0 +1.9
NTZG Nuveen Global Net Zero Transition ETF 2.7 56 -16 4.9 -1.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 2.7 68 -28 1.1 -5.0
SMOT VanEck Morningstar SMID Moat ETF 2.7 49 -9 6.4 +0.3
DIVZ TrueShares Low Volatility Equity Income ETF 2.7 65 -25 8.8 +2.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.7 24 16 7.9 +1.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.7 9 31 10.5 +4.4
XMHQ Invesco S&P MidCap Quality ETF 2.7 25 15 7.0 +0.9
VONV Vanguard Russell 1000 Value ETF 2.7 8 32 6.8 +0.7
XMLV Invesco S&P MidCap Low Volatility ETF 2.7 25 15 7.0 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 2.7 15 25 6.1 +0.0
PSET Principal Quality ETF 2.6 15 25 5.6 -0.5
IWD iShares Russell 1000 Value ETF 2.6 19 21 6.7 +0.6
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 31 5.0 -1.1
ISCB iShares Morningstar Small-Cap ETF 2.6 4 36 5.4 -0.7
ROUS Hartford Multifactor US Equity ETF 2.6 19 21 6.5 +0.4
MOTE VanEck Morningstar ESG Moat ETF 2.6 49 -9 5.2 -0.9
SCHA Schwab U.S. Small-Cap ETF 2.6 4 36 4.9 -1.2
GDEF Goldman Sachs Defensive Equity ETF 2.6 55 -15 4.4 -1.7
USMC Principal U.S. Mega-Cap ETF 2.6 12 28 4.9 -1.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.6 7 33 5.8 -0.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.5 29 11 9.3 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 15 6.1 -0.0
DLN WisdomTree U.S. LargeCap Dividend Fund 2.5 28 12 6.3 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.5 39 1 4.6 -1.5
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -6 6.3 +0.2
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 -20 7.0 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.5 80 -40 5.7 -0.4
CGGR Capital Group Growth ETF 2.5 39 1 3.4 -2.7
IWM iShares Russell 2000 ETF 2.5 19 21 3.6 -2.5
VTWO Vanguard Russell 2000 ETF 2.5 10 30 3.9 -2.2
TMFC Motley Fool 100 Index ETF 2.5 50 -10 3.9 -2.2
FDN First Trust Dow Jones Internet Index Fund 2.5 52 -12 1.4 -4.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 20 5.1 -1.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.5 59 -19 5.6 -0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 30 5.4 -0.7
SHE SPDR MSCI USA Gender Diversity ETF 2.5 20 20 4.9 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 5 6.1 -0.0
DSMC Distillate Small/Mid Cash Flow ETF 2.5 55 -15 11.9 +5.8
ESGU iShares ESG Aware MSCI USA ETF 2.5 15 25 5.2 -0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.5 40 0 6.0 -0.1
GSPY Gotham Enhanced 500 ETF 2.4 50 -10 5.3 -0.8
IWL iShares Russell Top 200 ETF 2.4 15 25 5.0 -1.1
FAB First Trust Multi Cap Value AlphaDEX Fund 2.4 67 -27 9.5 +3.4
TPSC Timothy Plan US Small Cap Core ETF 2.4 52 -12 7.7 +1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 33 5.2 -0.9
SANE Subversive Mental Health ETF 2.4 75 -35 0.0 -6.1
XVV iShares ESG Screened S&P 500 ETF 2.4 8 32 5.1 -1.0
JHML John Hancock Multifactor Large Cap ETF 2.4 29 11 5.6 -0.5
LRGF iShares U.S. Equity Factor ETF 2.4 8 32 5.8 -0.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.4 60 -20 5.6 -0.5
STXK Strive Small-Cap ETF 2.4 18 22 5.6 -0.5
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 17 23 5.7 -0.4
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 28 6.9 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.4 9 31 10.3 +4.3
JHMM John Hancock Multifactor Mid Cap ETF 2.4 42 -2 6.7 +0.6
CGDV Capital Group Dividend Value ETF 2.4 33 7 5.8 -0.3
RSP Invesco S&P 500 Equal Weight ETF 2.3 20 20 6.3 +0.2
HELX Franklin Genomic Advancements ETF 2.3 50 -10 1.7 -4.4
BKSE BNY Mellon US Small Cap Core Equity ETF 2.3 4 36 5.8 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 29 5.2 -0.9
DTD WisdomTree U.S. Total Dividend Fund 2.3 28 12 6.6 +0.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.3 13 27 5.4 -0.7
FDLO Fidelity Low Volatility Factor ETF 2.3 15 25 5.5 -0.6
MGC Vanguard Mega Cap ETF 2.3 7 33 5.1 -1.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 2.3 15 25 5.6 -0.5
VFMF Vanguard U.S. Multifactor ETF 2.3 18 22 8.7 +2.6
FLV American Century Focused Large Cap Value ETF 2.3 42 -2 6.7 +0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.3 25 15 5.7 -0.4
IJS iShares S&P Small-Cap 600 Value ETF 2.3 18 22 9.5 +3.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 40 5.2 -0.9
SUSA iShares MSCI USA ESG Select ETF 2.3 25 15 5.3 -0.8
XSMO Invesco S&P SmallCap Momentum ETF 2.3 39 1 7.9 +1.8
SLYV SPDR S&P 600 Small Cap Value ETF 2.3 15 25 9.6 +3.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 5.2 -0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 5.2 -0.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 5.0 -1.1
QGRO American Century U.S. Quality Growth ETF 2.3 29 11 5.7 -0.4
VB Vanguard Small-Cap ETF 2.2 5 35 5.4 -0.7
BKWO BNY Mellon Women's Opportunities ETF 2.2 50 -10 3.7 -2.4
JEPI JPMorgan Equity Premium Income ETF 2.2 35 5 5.3 -0.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 2.2 35 5 7.2 +1.1
VOTE TCW Transform 500 ETF 2.2 5 35 5.2 -0.9
DFUS Dimensional U.S. Equity ETF 2.2 9 31 5.1 -1.0
RWJ Invesco S&P SmallCap 600 Revenue ETF 2.2 39 1 9.6 +3.5
APUE ActivePassive U.S. Equity ETF 2.2 45 -5 5.0 -1.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.2 15 25 7.7 +1.6
VTI Vanguard Total Stock Market ETF 2.2 3 37 5.1 -1.0
DFAU Dimensional US Core Equity Market ETF 2.2 12 28 5.4 -0.7
VOO Vanguard S&P 500 ETF 2.2 3 37 5.3 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 38 5.2 -0.9
AGNG Global X Aging Population ETF 2.2 50 -10 4.2 -1.9
VV Vanguard Large-Cap ETF 2.2 4 36 5.2 -0.9
FYC First Trust Small Cap Growth AlphaDEX Fund 2.2 71 -31 0.9 -5.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.2 15 25 7.1 +1.1
VTHR Vanguard Russell 3000 ETF 2.2 10 30 5.1 -1.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.2 3 37 5.4 -0.7
IWV iShares Russell 3000 ETF 2.2 20 20 5.0 -1.1
ONEO SPDR Russell 1000 Momentum Focus ETF 2.2 20 20 7.1 +1.1
MDYV SPDR S&P 400 Mid Cap Value ETF 2.2 15 25 8.4 +2.3
VONE Vanguard Russell 1000 ETF 2.2 8 32 5.2 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 37 5.1 -1.0
DGRO iShares Core Dividend Growth ETF 2.2 8 32 6.6 +0.5
IVV iShares Core S&P 500 ETF 2.2 3 37 5.3 -0.8
IJJ iShares S&P Mid-Cap 400 Value ETF 2.2 18 22 8.3 +2.2
SPY SPDR S&P 500 ETF Trust 2.2 9 31 5.2 -0.9
SCHB Schwab U.S. Broad Market ETF 2.2 3 37 5.2 -0.9
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 38 5.3 -0.8
IYY iShares Dow Jones U.S. ETF 2.2 20 20 5.1 -1.0
IWB iShares Russell 1000 ETF 2.2 15 25 5.1 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 2.2 23 17 6.8 +0.7
PBUS Invesco MSCI USA ETF 2.2 4 36 5.2 -0.9
SCHK Schwab 1000 Index ETF 2.2 5 35 5.3 -0.8
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 28 4.8 -1.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 2.2 42 -2 7.7 +1.6
TMFX Motley Fool Next Index ETF 2.2 50 -10 3.4 -2.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 2.2 35 5 7.7 +1.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.2 15 25 7.0 +0.9
SCHX Schwab U.S. Large-Cap ETF 2.1 3 37 5.3 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.1 10 30 7.0 +0.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 31 6.0 -0.1
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 5.2 -0.9
JHSC John Hancock Multifactor Small Cap ETF 2.1 42 -2 6.3 +0.2
STRV Strive 500 ETF 2.1 5 35 5.2 -0.9
XSLV Invesco S&P SmallCap Low Volatility ETF 2.1 25 15 7.0 +0.9
XMMO Invesco S&P MidCap Momentum ETF 2.1 34 6 5.1 -1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.1 3 37 7.0 +0.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.1 35 5 7.3 +1.2
IJH iShares Core S&P Mid-Cap ETF 2.1 5 35 7.0 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -55 1.7 -4.4
NUMG Nuveen ESG Mid-Cap Growth ETF 2.1 31 9 3.7 -2.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.1 80 -40 6.7 +0.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 2.1 7 33 8.6 +2.5
GGRW Gabelli Growth Innovators ETF 2.1 90 -50 2.2 -3.9
VXF Vanguard Extended Market ETF 2.1 6 34 4.0 -2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 25 6.3 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.1 4 36 6.2 +0.1
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 6.2 +0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 25 6.5 +0.4
QUAL iShares MSCI USA Quality Factor ETF 2.1 15 25 5.4 -0.7
QDEF FlexShares Quality Dividend Defensive Index Fund 2.1 37 3 4.9 -1.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.1 52 -12 5.8 -0.3
QWLD SPDR MSCI World StrategicFactors ETF 2.1 30 10 6.1 -0.0
IJK iShares S&P Mid-Cap 400 Growth ETF 2.0 17 23 5.8 -0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.0 15 25 5.8 -0.3
FLLV Franklin U.S. Low Volatility ETF 2.0 29 11 6.0 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 6.2 +0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 4.0 -2.1
WCEO Hypatia Women CEO ETF 2.0 85 -45 5.2 -0.9
FYX First Trust Small Cap Core AlphaDEX Fund 2.0 61 -21 7.3 +1.3
FDIV MarketDesk Focused U.S. Dividend ETF 2.0 35 5 9.0 +2.9
SIZE iShares MSCI USA Size Factor ETF 2.0 15 25 6.1 -0.0
GLOF iShares Global Equity Factor ETF 2.0 20 20 7.1 +1.0
GDOC Goldman Sachs Future Health Care Equity ETF 2.0 75 -35 3.1 -3.0
AVSC Avantis U.S Small Cap Equity ETF 2.0 25 15 5.5 -0.6
CGUS Capital Group Core Equity ETF 2.0 33 7 4.7 -1.4
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -20 6.1 +0.0
VOE Vanguard Mid-Cap Value ETF 2.0 7 33 7.6 +1.5
RVRB Reverb ETF 1.9 30 10 4.9 -1.2
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 15 6.8 +0.7
RDVY First Trust Rising Dividend Achievers ETF 1.9 50 -10 9.7 +3.6
ACVF American Conservative Values ETF 1.9 75 -35 4.4 -1.7
SPMV Invesco S&P 500 Minimum Variance ETF 1.9 10 30 5.7 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 1.9 42 -2 5.1 -1.0
FBCG Fidelity Blue Chip Growth ETF 1.9 59 -19 2.5 -3.6
ADME Aptus Drawdown Managed Equity ETF 1.9 79 -39 4.3 -1.8
SAMT Strategas Macro Thematic Opportunities ETF 1.9 65 -25 4.7 -1.4
ISCV iShares Morningstar Small Cap Value ETF 1.9 6 34 8.3 +2.2
NUDV Nuveen ESG Dividend ETF 1.9 26 14 7.6 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.1 -0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 15 5.9 -0.2
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 36 6.4 +0.3
SMLF iShares U.S. SmallCap Equity Factor ETF 1.9 15 25 5.9 -0.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.9 20 20 6.8 +0.7
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 15 5.8 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 1.9 60 -20 5.5 -0.6
IMCV iShares Morningstar Mid-Cap Value ETF 1.9 6 34 8.1 +2.1
FTGS First Trust Growth Strength ETF 1.8 60 -20 6.4 +0.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.8 31 9 7.5 +1.4
IWP iShares Russell Mid-Cap Growth ETF 1.8 23 17 3.8 -2.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.8 30 10 8.0 +1.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -35 3.7 -2.4
RWK Invesco S&P MidCap 400 Revenue ETF 1.8 39 1 8.7 +2.6
FNDA Schwab Fundamental US Small Co. Index ETF 1.8 25 15 6.9 +0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.8 64 -24 2.1 -4.0
VUSE Vident U.S. Equity Strategy ETF 1.8 50 -10 3.6 -2.5
IWF iShares Russell 1000 Growth ETF 1.8 19 21 4.6 -1.5
FLQL Franklin LibertyQ U.S. Equity ETF 1.8 15 25 6.0 -0.1
IWY iShares Russell Top 200 Growth ETF 1.8 20 20 4.7 -1.4
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -22 3.6 -2.5
DIP BTD Capital Fund 1.8 129 -89 5.2 -0.9
VONG Vanguard Russell 1000 Growth ETF 1.8 8 32 4.7 -1.4
VBR Vanguard Small Cap Value ETF 1.8 7 33 8.3 +2.2
SPDV AAM S&P 500 High Dividend Value ETF 1.8 29 11 10.6 +4.5
SFY SoFi Select 500 ETF 1.8 0 40 5.2 -0.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 26 5.4 -0.7
ROSC Hartford Multifactor Small Cap ETF 1.8 34 6 10.2 +4.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 11 6.3 +0.2
GVIP Goldman Sachs Hedge Industry VIP ETF 1.8 45 -5 4.6 -1.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 1 4.9 -1.2
GURU Global X Guru Index ETF 1.8 75 -35 2.5 -3.6
VO Vanguard Mid-Cap ETF 1.7 4 36 5.9 -0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 25 5.3 -0.8
EES WisdomTree U.S. SmallCap Fund 1.7 38 2 10.5 +4.4
OEF iShares S&P 100 ETF 1.7 20 20 5.0 -1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 1.7 47 -7 6.1 -0.0
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 5.1 -1.0
NUSC Nuveen ESG Small-Cap ETF 1.7 31 9 5.2 -0.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.5 -0.6
XLG Invesco S&P 500 Top 50 ETF 1.7 20 20 4.6 -1.5
XITK SPDR FactSet Innovative Technology ETF 1.7 45 -5 2.7 -3.4
SUSL iShares ESG MSCI USA Leaders ETF 1.7 10 30 5.1 -1.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.7 10 30 5.1 -1.0
USXF iShares ESG Advanced MSCI USA ETF 1.7 10 30 5.2 -0.9
TOK iShares MSCI Kokusai ETF 1.6 26 14 5.3 -0.8
JSML Janus Henderson Small Cap Growth Alpha ETF 1.6 30 10 9.3 +3.2
TTAC FCF US Quality ETF 1.6 59 -19 6.5 +0.4
AVUS Avantis U.S. Equity ETF 1.6 15 25 6.1 -0.0
FDMO Fidelity Momentum Factor ETF 1.6 15 25 3.7 -2.4
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.6 40 0 6.8 +0.7
KONG Formidable Fortress ETF 1.6 89 -49 6.2 +0.1
MDCP VictoryShares THB Mid Cap ESG ETF 1.6 55 -15 5.2 -0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.6 10 30 4.8 -1.3
BIBL Inspire 100 ETF 1.6 35 5 4.8 -1.3
DIVB iShares Core Dividend ETF 1.6 5 35 8.1 +2.0
WCLD WisdomTree Cloud Computing Fund 1.6 45 -5 1.5 -4.6
CANC Tema Oncology ETF 1.6 75 -35 -4.4 -10.5
WDNA WisdomTree BioRevolution Fund 1.6 45 -5 -4.5 -10.6
SNPG Xtrackers S&P 500 Growth ESG ETF 1.6 15 25 4.7 -1.4
SFYX SoFi Next 500 ETF 1.6 0 40 5.6 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 58 -18 5.4 -0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 1.6 52 -12 5.5 -0.6
FLRG Fidelity U.S. Multifactor ETF 1.6 15 25 7.7 +1.6
VOT Vanguard Mid-Cap Growth ETF 1.6 7 33 4.2 -1.9
URTH iShares MSCI World ETF 1.5 24 16 5.4 -0.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 30 4.8 -1.3
VFQY Vanguard U.S. Quality Factor ETF 1.5 13 27 7.3 +1.2
YLDE ClearBridge Dividend Strategy ESG ETF 1.5 60 -20 5.6 -0.5
SMCP AlphaMark Actively Managed Small Cap ETF 1.5 90 -50 6.9 +0.8
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 1.5 56 -16 6.3 +0.2
TMFS Motley Fool Small-Cap Growth ETF 1.5 85 -45 3.6 -2.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.5 20 20 6.8 +0.7
RFV Invesco S&P Midcap 400 Pure Value ETF 1.5 35 5 8.9 +2.8
PY Principal Value ETF 1.5 15 25 7.6 +1.5
USVT US Value ETF 1.5 49 -9 11.3 +5.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.4 49 -9 10.6 +4.5
XMVM Invesco S&P MidCap Value with Momentum ETF 1.4 39 1 10.8 +4.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.4 60 -20 1.2 -4.9
IMCB iShares Morningstar Mid-Cap ETF 1.4 4 36 6.2 +0.1
QDIV Global X S&P 500 Quality Dividend ETF 1.4 20 20 8.7 +2.6
DBLV AdvisorShares DoubleLine Value Equity ETF 1.4 90 -50 7.4 +1.3
FDVV Fidelity High Dividend ETF 1.4 15 25 9.1 +3.0
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 13 9.1 +3.0
VOOV Vanguard S&P 500 Value ETF 1.4 10 30 5.7 -0.4
DFAT Dimensional U.S. Targeted Value ETF 1.4 28 12 8.4 +2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.4 80 -40 4.5 -1.6
VT Vanguard Total World Stock ETF 1.4 7 33 5.8 -0.3
ACWI iShares MSCI ACWI ETF 1.4 32 8 5.5 -0.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.4 59 -19 8.6 +2.5
SQLV Royce Quant Small-Cap Quality Value ETF 1.4 60 -20 9.0 +3.0
IWR iShares Russell Midcap ETF 1.4 19 21 5.8 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.4 20 20 5.6 -0.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 3.7 -2.4
AVLV Avantis U.S. Large Cap Value ETF 1.3 15 25 7.5 +1.4
STXG Strive 1000 Growth ETF 1.3 18 22 4.1 -2.0
SQEW LeaderShares Equity Skew ETF 1.3 81 -41 6.1 -0.0
TIME Clockwise Core Equity & Innovation ETF 1.3 95 -55 1.9 -4.2
ECML Euclidean Fundamental Value ETF 1.3 95 -55 8.8 +2.7
SYLD Cambria Shareholder Yield ETF 1.3 59 -19 11.6 +5.6
RECS Columbia Research Enhanced Core ETF 1.3 15 25 5.6 -0.5
ACTV LeaderShares Activist Leaders ETF 1.3 75 -35 8.1 +2.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.3 35 5 7.6 +1.5
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 5.7 -0.4
CVAR Cultivar ETF 1.3 87 -47 7.1 +1.0
DRUP GraniteShares Nasdaq Select Disruptors ETF 1.3 60 -20 3.8 -2.3
DES WisdomTree U.S. SmallCap Dividend Fund 1.3 38 2 8.3 +2.2
GCOW Pacer Global Cash Cows Dividend ETF 1.3 60 -20 13.9 +7.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 -9 4.7 -1.4
BFOR ALPS Barron's 400 ETF 1.2 65 -25 6.6 +0.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.2 35 5 5.7 -0.4
XSHQ Invesco S&P SmallCap Quality ETF 1.2 29 11 10.3 +4.2
DGT SPDR Global Dow ETF 1.2 50 -10 6.8 +0.7
BLLD JPMorgan Sustainable Infrastructure ETF 1.2 49 -9 6.4 +0.3
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 6.0 -0.1
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF 1.2 30 10 12.5 +6.4
DFNV Donoghue Forlines Innovation ETF 1.2 69 -29 4.9 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 1.2 85 -45 3.4 -2.7
AZTD Aztlan Global Stock Selection DM SMID ETF 1.2 75 -35 6.8 +0.7
FINX Global X FinTech ETF 1.2 68 -28 3.2 -2.9
IWS iShares Russell Mid-Cap Value ETF 1.1 23 17 6.7 +0.6
FYT First Trust Small Cap Value AlphaDEX Fund 1.1 73 -33 12.0 +5.9
ETHO Etho Climate Leadership U.S. ETF 1.1 47 -7 4.1 -2.0
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.1 12 28 4.4 -1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 22 4.2 -1.9
IPO Renaissance IPO ETF 1.1 60 -20 -3.2 -9.3
HDUS Hartford Disciplined US Equity ETF 1.1 19 21 6.2 +0.1
SMMD iShares Russell 2500 ETF 1.1 15 25 6.0 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.1 12 28 5.1 -1.0
SMDV ProShares Russell 2000 Dividend Growers ETF 1.1 40 0 7.4 +1.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 1.0 12 28 5.6 -0.5
FNK First Trust Mid Cap Value AlphaDEX Fund 1.0 70 -30 9.4 +3.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 2 8.6 +2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 5 8.6 +2.6
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.3 -2.8
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 0.6 -5.5
SCHV Schwab U.S. Large-Cap Value ETF 1.0 4 36 6.8 +0.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.0 38 2 6.9 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 1.0 6 34 4.3 -1.8
ILCG iShares Morningstar Growth ETF 1.0 4 36 4.0 -2.1
CSMD Congress SMid Growth ETF 1.0 69 -29 4.2 -1.9
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.5 -1.6
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.9 35 5 5.5 -0.6
VFMO Vanguard U.S. Momentum Factor ETF 0.9 13 27 2.7 -3.4
OGIG ALPS O'Shares Global Internet Giants ETF 0.9 48 -8 0.5 -5.6
CVY Invesco Zacks Multi-Asset Income ETF 0.9 106 -66 9.1 +3.0
VALQ American Century U.S. Quality Value ETF 0.9 29 11 7.4 +1.3
XT iShares Exponential Technologies ETF 0.9 46 -6 3.8 -2.3
JFWD Jacob Forward ETF 0.9 75 -35 0.0 -6.1
JSTC Adasina Social Justice All Cap Global ETF 0.9 89 -49 4.8 -1.3
JGRO JPMorgan Active Growth ETF 0.9 44 -4 3.3 -2.8
QLV FlexShares US Quality Low Volatility Index Fund 0.9 22 18 5.2 -0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.9 12 28 7.6 +1.5
IVW iShares S&P 500 Growth ETF 0.9 18 22 4.4 -1.7
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.5 -1.6
KOMP SPDR S&P Kensho New Economies Composite ETF 0.9 20 20 2.1 -4.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 0.8 85 -45 4.4 -1.7
QGRW WisdomTree U.S. Quality Growth Fund 0.8 28 12 4.5 -1.6
BLES Inspire Global Hope ETF 0.8 61 -21 6.4 +0.3
NULG Nuveen ESG Large-Cap Growth ETF 0.8 26 14 4.4 -1.7
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 5.3 -0.8
JOET Virtus Terranova US Quality Momentum ETF 0.8 29 11 5.2 -0.9
IWFH iShares Virtual Work and Life Multisector ETF 0.8 47 -7 -3.5 -9.6
DFSV Dimensional US Small Cap Value ETF 0.8 31 9 9.1 +3.0
IWN iShares Russell 2000 Value ETF 0.7 24 16 5.7 -0.4
VTWV Vanguard Russell 2000 Value ETF 0.7 15 25 5.9 -0.2
IWC iShares Micro-Cap ETF 0.7 60 -20 -4.3 -10.4
RNSC Furst Trust Small Cap US Equity Select ETF 0.7 60 -20 8.5 +2.4
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 3.3 -2.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 1 9.1 +3.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.7 35 5 10.6 +4.5
VYM Vanguard High Dividend Yield Index ETF 0.7 6 34 7.5 +1.4
SKYY First Trust Cloud Computing ETF 0.6 60 -20 3.5 -2.6
GINN Goldman Sachs Innovate Equity ETF 0.6 52 -12 2.7 -3.4
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 2 8.7 +2.6
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.5 +0.4
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 5.0 -1.1
ARB AltShares Merger Arbitrage ETF 0.5 77 -37 -0.2 -6.3
AOTG AOT Growth and Innovation ETF 0.5 75 -35 2.9 -3.2
MILN Global X Millennial Consumer ETF 0.5 50 -10 2.4 -3.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.5 89 -49 9.2 +3.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 20 10.1 +4.0
BUZZ VanEck Social Sentiment ETF 0.4 75 -35 -0.7 -6.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.4 35 5 9.4 +3.3
JQUA JPMorgan U.S. Quality Factor ETF 0.4 12 28 5.7 -0.4
ARKF ARK Fintech Innovation ETF 0.4 75 -35 -2.2 -8.3
ARKK ARK Innovation ETF 0.4 75 -35 -4.9 -11.0
ARKW ARK Next Generation Internet ETF 0.4 87 -47 -2.9 -9.0
ARVR First Trust Indxx Metaverse ETF 0.4 70 -30 2.5 -3.6
BUL Pacer US Cash Cows Growth ETF 0.4 60 -20 7.4 +1.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.4 45 -5 1.3 -4.8
WISE Themes Generative Artificial Intelligence ETF 0.4 35 5 2.1 -4.0
FFTY Innovator IBD 50 ETF 0.4 80 -40 0.1 -6.0
IBUY Amplify Online Retail ETF 0.4 65 -25 1.8 -4.3
ONEQ Fidelity Nasdaq Composite Index ETF 0.3 21 19 3.8 -2.3
LVOL American Century Low Volatility ETF 0.3 29 11 5.3 -0.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.3 47 -7 10.0 +3.9
ICAP InfraCap Equity Income Fund ETF 0.3 171 -131 7.2 +1.1
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 10.3 +4.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.3 19 21 0.9 -5.2
BTEK Future Tech ETF 0.3 88 -48 2.0 -4.1
CNCR Range Cancer Therapeutics ETF 0.3 79 -39 -27.8 -33.9
LRNZ TrueShares Technology, AI & Deep Learning ETF 0.3 69 -29 -1.2 -7.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 0.2 38 2 6.8 +0.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 11.1 +5.1
DEEP Roundhill Acquirers Deep Value ETF 0.2 80 -40 15.5 +9.5
CGV Conductor Global Equity Value ETF 0.2 130 -90 11.4 +5.3
PPTY US Diversified Real Estate ETF 0.2 53 -13 6.9 +0.8
BTHM BlackRock Future U.S. Themes ETF 0.2 60 -20 4.2 -1.9
SVAL iShares US Small Cap Value Factor ETF 0.2 20 20 11.7 +5.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 0.2 45 -5 4.6 -1.5
DURA VanEck Durable High Dividend ETF 0.2 29 11 7.5 +1.4
FTC First Trust Large Cap Growth AlphaDEX Fund 0.2 59 -19 2.8 -3.3
DUHP Dimensional US High Profitability ETF 0.2 21 19 6.9 +0.8
HLAL Wahed FTSE USA Shariah ETF 0.2 50 -10 4.9 -1.2
IBB iShares Biotechnology ETF 0.1 45 -5 0.9 -5.2
HAPI Harbor Human Capital Factor US Large Cap ETF 0.1 36 4 4.8 -1.3
VUG Vanguard Growth ETF 0.1 4 36 4.2 -1.9
DHS WisdomTree U.S. High Dividend Fund 0.1 38 2 9.0 +2.9
PNQI Invesco NASDAQ Internet ETF 0.1 60 -20 2.5 -3.6
IETC iShares U.S. Tech Independence Focused ETF 0.1 18 22 4.3 -1.8
CLOU Global X Cloud Computing ETF 0.1 68 -28 2.1 -4.0
SBIO ALPS Medical Breakthroughs ETF 0.1 50 -10 -4.8 -10.9
ISRA VanEck Israel ETF 0.1 59 -19 8.9 +2.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.1 20 20 -7.7 -13.7
IGPT Invesco AI and Next Gen Software ETF 0.1 60 -20 3.6 -2.5
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -10 -5.3 -11.4
FDM First Trust Dow Jones Select MicroCap Index Fund 0.1 60 -20 8.0 +2.0
DEW WisdomTree Global High Dividend Fund 0.0 58 -18 9.4 +3.3
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 4.1 -2.0
IEDI iShares U.S. Consumer Focused ETF 0.0 18 22 5.0 -1.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.5 -2.6
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 4.2 -1.9
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 5.0 -1.1
TDIV First Trust NASDAQ Technology Dividend Index Fund 0.0 50 -10 5.8 -0.3

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

  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:

NEUTRAL

Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.7 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.1 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

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