iShares U.S. Medical Devices ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.4x P/Sales
ratio		 4.3x
P/BV
ratio		 3.7x Div.
yield		 0.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Dow Jones Medical Equipment Index seeks investment results that correspond generally to the price and yield performance of the Dow Jones US Select Medical Equipment Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $3,617
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 47
Wgt avg mkt cap (mns) $108,437
Large cap (>$10bn) 91.5%
Mid cap ($2-10bn) 5.8%
Small cap (<$2bn) 2.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 17.1 %
INTUITIVE SURGICAL INC 15.1 %
BOSTON SCIENTIFIC CORP 9.7 %
STRYKER CORP 5.1 %
MEDTRONIC PLC 4.8 %
RESMED INC 4.8 %
GE HEALTHCARE TECHNOLOGIES INC. 4.7 %
EDWARDS LIFESCIENCES CORP 4.4 %
IDEXX LABORATORIES INC 4.4 %
BECTON DICKINSON AND CO 4.3 %
Total 74.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.4 %
IRELAND 7.7 %
BRITAIN 0.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.3% -5.5% 2.0% 12.5% 11.0%

Market Correlations
versus... Beta R-squared
S&P500 0.72 54%
MSCI EAFE 0.77 46%
MSCI Emg. Mkts. 0.55 28%

Technical Indicators
Recent close $59.54
30d moving avg. $60.19
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 2,504
Turnover 4.1%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 680 potential alternatives to the iShares U.S. Medical Devices ETF ETF based on the alternatives' overlap in portfolio holdings with IHI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHI Expense: 40 bp ALTAR Score™: 3.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHI
Ticker Fund
Name		 Overlap1
vs IHI
(%)		 Expense
ratio
(bp)		 Savings
vs IHI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHI
(%)
MDEV First Trust Indxx Medical Devices ETF 32.7 70 -30 4.4 +0.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.9 40 0 6.9 +3.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 23.0 65 -25 0.5 -3.4
HEAL Global X HealthTech ETF 22.1 50 -10 -1.5 -5.4
GDOC Goldman Sachs Future Health Care Equity ETF 21.1 75 -35 0.8 -3.1
FMED Fidelity Disruptive Medicine ETF 19.6 50 -10 -1.2 -5.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 18.8 68 -28 2.3 -1.6
IYH iShares U.S. Healthcare ETF 18.8 40 0 5.4 +1.5
XLV The Health Care Select Sector SPDR Fund 18.7 8 32 6.1 +2.2
FHLC Fidelity MSCI Health Care Index ETF 18.6 8 32 5.0 +1.1
FDHT Fidelity Digital Health ETF 18.3 39 1 1.7 -2.2
VHT Vanguard Health Care ETF 17.7 9 31 4.8 +0.9
HART IQ Healthy Hearts ETF 16.0 45 -5 5.6 +1.7
BMED Future Health ETF 15.8 85 -45 1.1 -2.8
AGNG Global X Aging Population ETF 15.5 50 -10 3.8 -0.1
FXH First Trust Health Care AlphaDEX Fund 15.1 62 -22 4.6 +0.7
HRTS Tema Heart & Health ETF 14.3 75 -35 2.7 -1.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 13.8 85 -45 4.0 +0.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.3 49 -9 5.1 +1.1
IXJ iShares Global Healthcare ETF 13.0 42 -2 5.7 +1.8
ANEW ProShares MSCI Transformational Changes ETF 12.6 45 -5 4.4 +0.5
CWS AdvisorShares Focused Equity ETF 11.9 84 -44 4.6 +0.6
USRD Themes US R&D Champions ETF 9.6 29 11 4.3 +0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.6 38 2 5.2 +1.3
FLV American Century Focused Large Cap Value ETF 7.7 42 -2 5.8 +1.9
JGRW Jensen Quality Growth ETF 7.6 57 -17 3.9 +0.0
MEDI Harbor Health Care ETF 7.6 80 -40 -1.4 -5.3
SXQG ETC 6 Meridian Quality Growth ETF 7.5 100 -60 2.9 -1.1
DTEC ALPS Disruptive Technologies ETF 7.3 50 -10 3.8 -0.1
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.5 +0.6
KNO AXS Knowledge Leaders ETF 7.2 78 -38 4.3 +0.4
ABEQ Absolute Select Value ETF 7.1 85 -45 4.1 +0.1
PINK Simplify Health Care ETF 7.1 50 -10 0.9 -3.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 -20 3.9 +0.0
GGRW Gabelli Growth Innovators ETF 6.5 90 -50 2.0 -1.9
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -20 -1.8 -5.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.2 58 -18 3.5 -0.5
BOTZ Global X Robotics & Artificial Intelligence ETF 6.2 69 -29 1.7 -2.2
BLCV iShares Large Cap Value Active ETF 6.1 53 -13 6.4 +2.5
JDOC JPMorgan Healthcare Leaders ETF 6.1 65 -25 3.3 -0.6
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 -9 6.4 +2.5
CAML Congress Large Cap Growth ETF 5.9 66 -26 2.4 -1.5
MID American Century Mid Cap Growth Impact ETF 5.9 45 -5 2.9 -1.1
CSMD Congress SMid Growth ETF 5.7 69 -29 3.4 -0.6
IWFG IQ Winslow Focused Large Cap Growth ETF 5.5 65 -25 2.2 -1.7
TMFM Motley Fool Mid-Cap Growth ETF 5.4 85 -45 2.0 -1.9
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 11 3.8 -0.1
PSET Principal Quality ETF 5.4 15 25 4.7 +0.8
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.9 -0.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 3.1 -0.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.2 40 0 5.2 +1.3
DAK Dakota Active Equity ETF 5.2 43 -3 3.8 -0.1
QLTY GMO U.S. Quality ETF 5.2 50 -10 4.0 +0.1
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 -9 5.6 +1.7
PCGG Polen Capital Global Growth ETF 5.1 85 -45 3.7 -0.2
NBDS Neuberger Berman Disrupters ETF 5.0 55 -15 0.9 -3.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 4.8 +0.9
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 4.8 +0.9
VOT Vanguard Mid-Cap Growth ETF 4.9 7 33 3.2 -0.7
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 6.8 +2.9
MOAT VanEck Morningstar Wide Moat ETF 4.8 46 -6 5.2 +1.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.7 49 -9 3.7 -0.2
CSD Invesco S&P Spin-Off ETF 4.7 65 -25 3.9 0.0
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 5.9 +2.0
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 3.5 -0.5
SEMG Suncoast Select Growth ETF 4.5 60 -20 3.7 -0.2
DURA VanEck Durable High Dividend ETF 4.5 29 11 6.1 +2.2
AGIQ Sofi Agentic AI ETF 4.4 69 -29 7.3 +3.4
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -12 3.9 -0.0
PAWZ ProShares Pet Care ETF 4.4 50 -10 3.6 -0.4
RND First Trust Bloomberg R&D Leaders ETF 4.3 60 -20 2.6 -1.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 5.0 +1.1
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 17 2.8 -1.1
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 5 4.2 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.1 +1.2
QGRO American Century U.S. Quality Growth ETF 4.2 29 11 3.9 +0.0
MNZL Manzil Russell Halal USA Broad MarketETF 4.1 40 0 4.0 +0.1
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 5 6.1 +2.2
PRAY FIS Christian Stock Fund 4.1 69 -29 4.0 +0.0
ALTL Pacer Lunt Large Cap Alternator ETF 4.1 60 -20 4.7 +0.7
FTGS First Trust Growth Strength ETF 4.1 60 -20 3.6 -0.3
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 1.8 -2.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 25 5.5 +1.6
CATH Global X S&P 500 Catholic Values Custom ETF 3.9 29 11 4.1 +0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 5 3.8 -0.1
FIW First Trust Water ETF 3.9 53 -13 4.6 +0.7
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.2 -1.8
BRIF FIS Bright Portfolios Focused Equity ETF 3.8 65 -25 3.8 -0.2
PSCH Invesco S&P SmallCap Health Care ETF 3.8 29 11 2.5 -1.4
FTCS First Trust Capital Strength ETF 3.7 55 -15 5.2 +1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -30 4.5 +0.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.7 58 -18 4.8 +0.9
FPAG FPA Global Equity ETF 3.7 49 -9 5.7 +1.8
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 6.0 +2.0
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.2 +1.3
FEGE First Eagle Global Equity ETF 3.6 79 -39 5.7 +1.8
HLAL Wahed FTSE USA Shariah ETF 3.6 50 -10 3.9 -0.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 4.8 +0.9
SNSR Global X Internet of Things ETF 3.5 68 -28 4.0 +0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 -10 3.4 -0.5
MAVF Matrix Advisors Value ETF 3.4 75 -35 5.0 +1.1
LCF Touchstone US Large Cap Focused ETF 3.4 69 -29 3.7 -0.2
DFLV Dimensional US Large Cap Value ETF 3.4 22 18 6.3 +2.4
VDIG Vanguard Wellington Dividend Growth Active ETF 3.4 40 0 4.3 +0.4
CGDV Capital Group Dividend Value ETF 3.3 33 7 3.9 0.0
CVAR Cultivar ETF 3.3 87 -47 6.7 +2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 6.1 +2.1
XOEF iShares S&P 500 ex S&P 100 ETF 3.3 20 20 4.7 +0.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 25 6.9 +3.0
DFUV Dimensional US Marketwide Value ETF 3.3 22 18 6.3 +2.4
CHRI Global X S&P 500 Christian Values ETF 3.3 29 11 4.1 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.8 -0.1
UDI USCF Dividend Income Fund 3.2 65 -25 6.6 +2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 34 3.6 -0.4
JEPI JPMorgan Equity Premium Income ETF 3.2 35 5 4.6 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 5.7 +1.8
VO Vanguard Mid-Cap ETF 3.2 4 36 5.3 +1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.2 45 -5 3.7 -0.2
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -19 2.8 -1.2
PEXL Pacer US Export Leaders ETF 3.2 60 -20 3.3 -0.6
QDIV Global X S&P 500 Quality Dividend ETF 3.2 20 20 7.5 +3.6
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.2 +1.2
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 5 5.2 +1.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 0 5.2 +1.3
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 5.9 +2.0
DIVL Madison Dividend Value ETF 3.1 65 -25 4.5 +0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.1 +0.2
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 3.7 -0.3
SDY State Street SPDR S&P Dividend ETF 3.1 35 5 5.8 +1.8
ROBO ROBO Global Robotics & Automation Index ETF 3.0 95 -55 2.5 -1.5
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.5 +1.6
BLCR iShares Large Cap Core Active ETF 3.0 36 4 3.1 -0.8
AQEC AQE Core ETF 3.0 49 -9 4.9 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 3.0 59 -19 1.9 -2.0
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -15 4.1 +0.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 31 4.8 +0.9
FFND Future Fund Active ETF 3.0 100 -60 4.3 +0.4
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.8 -1.1
AVMC Avantis U.S. Mid Cap Equity ETF 3.0 18 22 6.0 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -30 2.1 -1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 30 4.4 +0.5
ETHO Etho Climate Leadership U.S. ETF 2.9 47 -7 4.6 +0.6
ITAN Sparkline Intangible Value ETF 2.9 50 -10 6.4 +2.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 5.3 +1.4
LFSC F/m Emerald Life Sciences Innovation ETF 2.9 79 -39 0.0 -3.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.9 48 -8 5.3 +1.4
CHGX AXS Change Finance ESG ETF 2.9 49 -9 4.8 +0.9
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 40 7.4 +3.5
GLBL Pacer MSCI World Industry Advantage ETF 2.8 65 -25 3.7 -0.2
IWX iShares Russell Top 200 Value ETF 2.8 20 20 5.2 +1.3
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 14 3.0 -0.9
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.2 +0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 1.4 -2.6
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.6 +1.7
RAFE PIMCO RAFI ESG U.S. ETF 2.7 29 11 6.4 +2.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -20 4.9 +1.0
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.7 12 28 6.9 +3.0
IQM Franklin Intelligent Machines ETF 2.7 50 -10 1.3 -2.7
SIZE iShares MSCI USA Size Factor ETF 2.7 15 25 5.5 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 31 5.5 +1.6
MDLV Morgan Dempsey Large Cap Value ETF 2.7 58 -18 5.7 +1.8
CGGR Capital Group Growth ETF 2.7 39 1 2.6 -1.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.7 20 20 0.9 -3.1
BFOR ALPS Barron's 400 ETF 2.7 65 -25 5.0 +1.1
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 5.3 +1.4
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.6 +1.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 31 4.5 +0.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.6 35 5 4.5 +0.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.6 20 20 4.3 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 6.2 +2.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 10 7.3 +3.3
HDUS Hartford Disciplined US Equity ETF 2.6 19 21 4.9 +1.0
PRXV Praxis Impact Large Cap Value ETF 2.6 36 4 5.6 +1.7
VIG Vanguard Dividend Appreciation ETF 2.5 5 35 4.9 +1.0
LOUP Innovator Deepwater Frontier Tech ETF 2.5 70 -30 1.1 -2.8
FPX First Trust US Equity Opportunities ETF 2.5 61 -21 1.0 -2.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.5 42 -2 4.2 +0.3
TMFG Motley Fool Global Opportunities ETF 2.5 85 -45 3.8 -0.1
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 36 5.7 +1.8
SAMM Strategas Macro Momentum ETF 2.5 66 -26 3.6 -0.3
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 9.5 +5.6
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.6 +0.7
TMAT Main Thematic Innovation ETF 2.4 164 -124 -2.0 -5.9
VONV Vanguard Russell 1000 Value ETF 2.4 7 33 5.6 +1.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 22 6.8 +2.9
ACVF American Conservative Values ETF 2.4 75 -35 3.8 -0.1
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -10 5.2 +1.3
IWD iShares Russell 1000 Value ETF 2.4 19 21 5.5 +1.6
SMAP Amplify Small-Mid Cap Equity ETF 2.4 60 -20 4.4 +0.5
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.3 +0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 25 4.4 +0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -25 1.5 -2.4
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 22 4.6 +0.7
IMCB iShares Morningstar Mid-Cap ETF 2.3 4 36 5.4 +1.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 25 4.7 +0.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.3 9 31 4.1 +0.2
VOOV Vanguard S&P 500 Value ETF 2.3 7 33 5.6 +1.7
MGV Vanguard Mega Cap Value ETF 2.3 7 33 5.5 +1.5
DGRO iShares Core Dividend Growth ETF 2.3 8 32 5.5 +1.6
IVE iShares S&P 500 Value ETF 2.2 18 22 5.5 +1.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.7 +1.8
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 28 6.5 +2.6
SWP SWP Growth & Income ETF 2.2 99 -59 4.0 +0.1
RJDI RJ Eagle GCM Dividend Select Income ETF 2.2 55 -15 4.4 +0.5
TOPC iShares S&P 500 3% Capped ETF 2.2 15 25 4.5 +0.6
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -15 3.9 -0.0
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 31 4.3 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 4.4 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 12 4.9 +1.0
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 4.0 +0.1
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -39 3.4 -0.5
STXD Strive 1000 Dividend Growth ETF 2.2 35 5 4.4 +0.4
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 5.4 +1.5
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 6.4 +2.5
BIBL Inspire 100 ETF 2.2 35 5 4.4 +0.5
MDCP VictoryShares THB Mid Cap ESG ETF 2.2 55 -15 4.6 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.2 40 0 3.6 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -9 4.1 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 6.5 +2.6
PTL Inspire 500 ETF 2.1 9 31 4.6 +0.6
IUSV iShares Core S&P US Value ETF 2.1 4 36 5.8 +1.9
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 4 4.3 +0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 25 4.0 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -50 3.3 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 -19 3.2 -0.7
IWR iShares Russell Midcap ETF 2.1 19 21 5.5 +1.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.1 19 21 5.0 +1.1
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 4.6 +0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -55 -0.5 -4.4
VOE Vanguard Mid-Cap Value ETF 2.1 7 33 6.7 +2.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -19 5.1 +1.2
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 20 -4.3 -8.2
XVV iShares ESG Screened S&P 500 ETF 2.0 8 32 4.3 +0.4
OALC OneAscent Large Cap Core ETF 2.0 86 -46 3.7 -0.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 31 4.2 +0.3
KRMA Global X Conscious Companies ETF 2.0 43 -3 5.4 +1.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.0 35 5 4.6 +0.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 15 4.3 +0.4
IWO iShares Russell 2000 Growth ETF 2.0 24 16 0.5 -3.4
OPTZ Optimize Strategy Index ETF 2.0 50 -10 3.9 +0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 8 4.1 +0.2
FDG American Century Focused Dynamic Growth ETF 2.0 45 -5 1.8 -2.1
MFIG Motley Fool Innovative Growth Factor ETF 2.0 50 -10 2.9 -1.0
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -8 3.9 0.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 4.0 +0.1
IJR iShares Core S&P Small Cap ETF 2.0 6 34 6.6 +2.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 25 5.0 +1.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -15 9.0 +5.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 16 7.2 +3.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 4.3 +0.4
VTV Vanguard Value ETF 2.0 4 36 5.8 +1.9
VBK Vanguard Small-Cap Growth ETF 2.0 7 33 1.3 -2.6
ILCG iShares Morningstar Growth ETF 2.0 4 36 3.2 -0.7
JHML John Hancock Multifactor Large Cap ETF 2.0 29 11 4.6 +0.7
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 9.3 +5.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -35 4.9 +0.9
VIOO Vanguard S&P Small-Cap 600 ETF 2.0 7 33 6.5 +2.6
XT iShares Exponential Technologies ETF 2.0 46 -6 4.2 +0.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 9.3 +5.4
SMRI Bushido Capital US Equity ETF 2.0 71 -31 8.4 +4.4
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.4 +0.5
PBUS Invesco MSCI USA ETF 1.9 4 36 4.3 +0.4
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 22 5.8 +1.9
TOLL Tema Durable Quality ETF 1.9 75 -35 4.0 +0.1
TMFX Motley Fool Next Index ETF 1.9 50 -10 3.0 -0.9
NULC Nuveen ESG Large-Cap ETF 1.9 21 19 4.2 +0.3
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 5.8 +1.9
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.3 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.3 +0.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -12 7.1 +3.2
NIXT Research Affiliates Deletions ETF 1.9 9 31 7.2 +3.3
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.3 +0.4
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -45 1.2 -2.8
DBSC Deepwater Beachfront Small Cap ETF 1.9 85 -45 1.2 -2.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.9 35 5 3.3 -0.7
VOTE TCW Transform 500 ETF 1.9 5 35 4.3 +0.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 25 9.3 +5.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 30 3.8 -0.1
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.5 +0.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 4.3 +0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 4.2 +0.3
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.6 -0.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.9 12 28 5.3 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.2 +0.3
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.1 +2.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 20 4.1 +0.2
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 22 3.8 -0.1
FFOX FundX Future Fund Opportunities ETF 1.9 100 -60 2.3 -1.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 6.7 +2.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 4.4 +0.5
VOO Vanguard S&P 500 ETF 1.8 3 37 4.4 +0.4
VUG Vanguard Growth ETF 1.8 4 36 3.5 -0.4
ENHU iShares Enhanced Large Cap Core Active ETF 1.8 22 18 4.3 +0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 20 4.3 +0.3
STRV Strive 500 ETF 1.8 5 35 4.3 +0.3
PRXG Praxis Impact Large Cap Growth ETF 1.8 36 4 3.2 -0.7
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -9 4.5 +0.6
VV Vanguard Large-Cap ETF 1.8 4 36 4.3 +0.3
IVV iShares Core S&P 500 ETF 1.8 3 37 4.4 +0.5
AFSM First Trust Active Factor Small Cap ETF 1.8 75 -35 6.2 +2.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 38 4.4 +0.5
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 1 1.1 -2.8
SPY SPDR S&P 500 ETF 1.8 9 31 4.3 +0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 4.4 +0.5
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 15 4.9 +1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.5 +0.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.8 15 25 3.9 -0.1
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -9 3.6 -0.3
BEEX BeeHive ETF 1.8 84 -44 3.8 -0.1
MFMO Motley Fool Momentum Factor ETF 1.8 50 -10 2.3 -1.7
GXLC Global X U.S. 500 ETF 1.8 2 38 4.2 +0.3
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -3 3.6 -0.3
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 22 4.1 +0.2
STXG Strive 1000 Growth ETF 1.8 18 22 3.3 -0.6
VONE Vanguard Russell 1000 ETF 1.8 7 33 4.4 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.8 60 -20 6.0 +2.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 37 4.5 +0.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.4 +2.4
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 37 4.3 +0.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 10 4.2 +0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 10 30 4.2 +0.3
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.3 +0.4
DFUS Dimensional U.S. Equity ETF 1.8 9 31 4.2 +0.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 34 2.8 -1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 5.1 +1.2
IWB iShares Russell 1000 ETF 1.8 15 25 4.3 +0.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -25 3.6 -0.4
VTHR Vanguard Russell 3000 ETF 1.8 7 33 4.3 +0.4
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -20 8.4 +4.5
AGQI First Trust Active Global Quality Income ETF 1.7 85 -45 6.2 +2.3
STXV Strive 1000 Value ETF 1.7 18 22 6.8 +2.9
IYY iShares Dow Jones U.S. ETF 1.7 20 20 4.2 +0.3
FTDS First Trust Dividend Strength ETF 1.7 70 -30 6.8 +2.9
CZAR Themes Natural Monopoly ETF 1.7 35 5 5.3 +1.4
IWV iShares Russell 3000 ETF 1.7 20 20 4.2 +0.2
NANC Unusual Whales Subversive Democratic Trading ETF 1.7 75 -35 3.1 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 4.3 +0.4
SFY SoFi Select 500 ETF 1.7 0 40 3.9 +0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.3 +0.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -19 7.6 +3.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.7 20 20 6.2 +2.3
BUL Pacer US Cash Cows Growth ETF 1.7 60 -20 3.4 -0.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.7 15 25 4.2 +0.3
EMOT First Trust S&P 500 Economic Moat ETF 1.7 60 -20 7.5 +3.6
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 12 3.0 -0.9
DFVX Dimensional US Large Cap Vector ETF 1.7 22 18 5.3 +1.4
VYM Vanguard High Dividend Yield Index ETF 1.7 6 34 6.0 +2.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.1 +3.2
PSC Principal U.S. Small-Cap ETF 1.7 38 2 3.9 -0.1
SCHX Schwab U.S. Large-Cap ETF 1.7 3 37 4.4 +0.5
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 22 4.7 +0.8
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.5 -0.4
CGDG Capital Group Dividend Growers ETF 1.7 47 -7 5.0 +1.1
SCHK Schwab 1000 Index ETF 1.7 5 35 4.4 +0.5
SFYX SoFi Next 500 ETF 1.7 0 40 5.0 +1.1
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.4 +0.5
RVRB Reverb ETF 1.7 30 10 4.0 +0.1
IWL iShares Russell Top 200 ETF 1.7 15 25 4.0 +0.1
OEI Optimized Equity Income ETF 1.7 75 -35 3.4 -0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -40 5.7 +1.7
JAVA JPMorgan Active Value ETF 1.7 44 -4 5.5 +1.6
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 28 5.2 +1.3
IUS Invesco RAFI Strategic US ETF 1.7 19 21 5.8 +1.9
HDV iShares Core High Dividend ETF 1.7 8 32 5.7 +1.8
VTWG Vanguard Russell 2000 Growth ETF 1.7 10 30 0.7 -3.2
SUSA iShares MSCI USA ESG Select ETF 1.6 25 15 4.1 +0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -10 8.4 +4.5
DSTL Distillate US Fundamental Stability & Value ETF 1.6 39 1 7.3 +3.4
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -10 6.1 +2.2
DGT State Street SPDR Global Dow ETF 1.6 50 -10 5.7 +1.8
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 30 4.1 +0.2
TMFC Motley Fool 100 Index ETF 1.6 50 -10 3.2 -0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.1 +2.2
ILCV iShares Morningstar Value ETF 1.6 4 36 5.4 +1.5
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 9 5.6 +1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.4 +1.5
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 5.0 +1.1
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -49 4.5 +0.6
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.4 +0.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.6 29 11 6.9 +3.0
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 5 3.6 -0.4
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 5.9 +2.0
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 27 5.6 +1.7
STXK Strive Small-Cap ETF 1.6 18 22 5.3 +1.4
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.7 +2.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 3.6 -0.4
DFAU Dimensional US Core Equity Market ETF 1.6 12 28 4.4 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 34 7.0 +3.1
MGC Vanguard Mega Cap ETF 1.6 7 33 4.0 +0.1
APUE ActivePassive U.S. Equity ETF 1.5 45 -5 4.1 +0.2
STOX Horizon Core Equity ETF 1.5 70 -30 3.7 -0.2
SFTY Horizon Managed Risk ETF 1.5 77 -37 3.6 -0.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.5 18 22 5.6 +1.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 28 3.5 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 10 4.0 +0.0
SSPY Syntax Stratified LargeCap ETF 1.5 30 10 6.0 +2.1
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 4.0 +0.0
RGEF Rockefeller Global Equity ETF 1.5 55 -15 3.9 +0.0
IWS iShares Russell Mid-Cap Value ETF 1.5 23 17 6.2 +2.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 0.9 -3.0
ROUS Hartford Multifactor US Equity ETF 1.5 19 21 5.5 +1.6
LRGF iShares U.S. Equity Factor ETF 1.5 8 32 4.8 +0.9
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.5 +1.6
VUSV Vanguard Wellington U.S. Value Active ETF 1.5 30 10 5.8 +1.9
FQAL Fidelity Quality Factor ETF 1.5 15 25 4.8 +0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 20 4.7 +0.8
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.5 -0.4
VOOG Vanguard S&P 500 Growth ETF 1.5 7 33 3.2 -0.7
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.6 -0.4
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -14 9.3 +5.4
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 25 4.3 +0.4
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 36 3.3 -0.7
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 31 4.5 +0.6
MBOX Freedom Day Dividend ETF 1.4 39 1 6.9 +3.0
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 13 7.9 +4.0
IVW iShares S&P 500 Growth ETF 1.4 18 22 3.1 -0.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 3.2 -0.7
USEW Cambria US EW ETF 1.4 30 10 4.2 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.4 4 36 4.7 +0.7
VB Vanguard Small-Cap ETF 1.4 5 35 5.3 +1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 3.3 -0.6
RAUS RACWI US ETF 1.4 15 25 4.3 +0.4
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 9.0 +5.1
MGK Vanguard Mega Cap Growth ETF 1.4 7 33 3.5 -0.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 23 4.8 +0.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -45 5.1 +1.2
EPS WisdomTree U.S. LargeCap Fund 1.4 8 32 4.9 +1.0
FFOG Franklin Focused Growth ETF 1.4 61 -21 1.7 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.4 -1.5
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 5.2 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 10 5.1 +1.2
RSSL Global X Russell 2000 ETF 1.4 8 32 2.9 -1.1
MAGA Point Bridge America First ETF 1.4 72 -32 5.0 +1.1
IWM iShares Russell 2000 ETF 1.4 19 21 2.8 -1.1
FDMO Fidelity Momentum Factor ETF 1.4 15 25 2.6 -1.3
USMV iShares MSCI USA Min Vol Factor ETF 1.4 15 25 5.1 +1.2
TOK iShares MSCI Kokusai ETF 1.4 26 14 4.4 +0.5
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 4.8 +0.8
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.0 +2.1
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 20 3.1 -0.8
RCGE RockCreek Global Equality ETF 1.3 95 -55 5.9 +2.0
AVMV Avantis U.S. Mid Cap Value ETF 1.3 20 20 7.2 +3.3
EES WisdomTree U.S. SmallCap Fund 1.3 38 2 8.3 +4.3
SFGV Sequoia Global Value ETF 1.3 23 17 7.0 +3.1
DCOR Dimensional US Core Equity 1 ETF 1.3 14 26 4.7 +0.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.3 35 5 6.5 +2.6
AVUS Avantis U.S. Equity ETF 1.3 15 25 4.9 +1.0
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.4 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 6 5.9 +2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.5 +0.6
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.1 +1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 6.0 +2.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 5.5 +1.6
FBOT Fidelity Disruptive Automation ETF 1.3 50 -10 3.0 -1.0
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -35 1.6 -2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -25 4.8 +0.9
DXUV Dimensional US Vector Equity ETF 1.3 28 12 5.3 +1.4
BGRO iShares Large Cap Growth Active ETF 1.3 55 -15 2.1 -1.8
URTH iShares MSCI World ETF 1.3 24 16 4.4 +0.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 8.1 +4.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -20 6.2 +2.3
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 5.7 +1.8
FVD First Trust Value Line Dividend Index Fund 1.3 65 -25 5.4 +1.5
AQLT iShares MSCI Global Quality Factor ETF 1.3 18 22 0.0 -3.9
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -2 4.3 +0.4
GEW Cambria Global EW ETF 1.2 29 11 5.4 +1.5
VONG Vanguard Russell 1000 Growth ETF 1.2 7 33 3.6 -0.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 35 7.5 +3.6
VTWO Vanguard Russell 2000 ETF 1.2 7 33 2.9 -1.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 15 6.3 +2.4
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 4.8 +0.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 36 3.4 -0.5
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 34 7.9 +4.0
IWF iShares Russell 1000 Growth ETF 1.2 19 21 3.5 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 23 5.1 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 2 6.8 +2.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 5 6.8 +2.9
BLES Inspire Global Hope ETF 1.2 61 -21 5.7 +1.8
OEF iShares S&P 100 ETF 1.2 20 20 4.0 +0.1
GSPY Gotham Enhanced 500 ETF 1.2 50 -10 4.6 +0.7
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.7 +1.8
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 5.9 +2.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.5 +0.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -9 7.5 +3.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 22 3.2 -0.7
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -9 7.5 +3.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 28 4.5 +0.6
FESM Fidelity Enhanced Small Cap ETF 1.2 28 12 2.5 -1.4
AVUQ Avantis U.S. Quality ETF 1.2 15 25 3.7 -0.2
MDY SPDR S&P Midcap 400 ETF Trust 1.2 23 17 6.0 +2.0
IJH iShares Core S&P Mid-Cap ETF 1.2 5 35 6.1 +2.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.5 -0.4
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.4 +3.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.2 60 -20 6.9 +3.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 30 3.9 -0.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 6.1 +2.2
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 1.8 -2.1
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 15 4.7 +0.8
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.6 +0.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -9 7.8 +3.9
ACWI iShares MSCI ACWI ETF 1.1 32 8 4.8 +0.9
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.7 -0.2
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 4.3 +0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 21 5.1 +1.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.1 55 -15 3.2 -0.7
VXF Vanguard Extended Market ETF 1.1 5 35 3.9 +0.0
WCEO Hypatia Women CEO ETF 1.1 85 -45 5.0 +1.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 6.1 +2.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 6.1 +2.2
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 2 3.9 +0.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.4 +1.5
GVLU Gotham 1000 Value ETF 1.1 50 -10 8.1 +4.2
VT Vanguard Total World Stock ETF 1.1 6 34 5.1 +1.2
ULVM VictoryShares US Value Momentum ETF 1.1 20 20 6.2 +2.3
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 4.2 +0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 12 5.4 +1.5
USMF WisdomTree U.S. Multifactor Fund 1.1 28 12 6.5 +2.6
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -20 8.2 +4.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.3 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 36 5.6 +1.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 7.9 +4.0
AIEQ AI Powered Equity ETF 1.0 75 -35 3.8 -0.1
SPIT F/m Emerald Special Situations ETF 1.0 105 -65 -0.7 -4.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 31 5.0 +1.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.0 12 28 6.4 +2.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.1 -0.8
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.8 -0.1
VBR Vanguard Small Cap Value ETF 1.0 7 33 7.9 +4.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -39 4.4 +0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 5.2 +1.2
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.8 +2.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -31 -0.6 -4.5
BOUT Innovator IBD Breakout Opportunities ETF 1.0 81 -41 3.1 -0.8
IBOT Vaneck Robotics ETF 1.0 47 -7 3.4 -0.5
ROE Astoria US Quality Kings ETF 1.0 49 -9 5.5 +1.6
TAX Cambria Tax Aware ETF 1.0 49 -9 4.2 +0.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 15 6.4 +2.5
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 9.9 +6.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -21 5.8 +1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 28 3.7 -0.2
JGRO JPMorgan Active Growth ETF 1.0 44 -4 2.5 -1.5
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 15 6.4 +2.5
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 3.6 -0.3
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.3 -1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.5 +1.6
GURU Global X Guru Index ETF 1.0 75 -35 2.5 -1.4
DARP Grizzle Growth ETF 0.9 75 -35 1.8 -2.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.2 +2.3
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 12 5.7 +1.8
IWY iShares Russell Top 200 Growth ETF 0.9 20 20 3.6 -0.3
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 6.6 +2.7
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -27 8.6 +4.7
VALQ American Century U.S. Quality Value ETF 0.9 29 11 6.8 +2.9
CGUS Capital Group Core Equity ETF 0.9 33 7 3.7 -0.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 20 5.5 +1.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -20 4.8 +0.9
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.3 +0.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 3.7 -0.2
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 5.5 +1.6
GLOF iShares Global Equity Factor ETF 0.9 20 20 5.7 +1.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.4 +2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 6.8 +2.9
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 7.6 +3.7
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -25 7.2 +3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 11 5.8 +1.9
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -2 3.7 -0.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 4.9 +1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 +0.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 0 4.1 +0.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.8 49 -9 6.6 +2.7
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 3.6 -0.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -19 4.8 +0.9
MTUM iShares MSCI USA Momentum Factor ETF 0.8 15 25 2.8 -1.2
YNOT Horizon Digital Frontier ETF 0.8 75 -35 2.8 -1.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -9 4.8 +0.9
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.4 +1.5
IWC iShares Micro-Cap ETF 0.8 60 -20 -1.5 -5.4
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.1 +0.2
BELT iShares Long-Term U.S. Equity Active ETF 0.8 75 -35 2.4 -1.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.2 +0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.6 +2.7
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 7.2 +3.3
STXM Strive Mid-Cap ETF 0.7 18 22 5.4 +1.5
TTAC FCF US Quality ETF 0.7 59 -19 5.2 +1.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 9.6 +5.7
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 5.2 +1.3
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 22 4.5 +0.6
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 4.2 +0.3
AFLG First Trust Active Factor Large Cap ETF 0.7 55 -15 5.1 +1.2
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 12 8.7 +4.8
IWN iShares Russell 2000 Value ETF 0.7 24 16 5.0 +1.1
DIVB iShares Core Dividend ETF 0.7 5 35 7.3 +3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 30 4.3 +0.4
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 30 4.3 +0.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -9 5.0 +1.1
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 8.1 +4.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 15 5.5 +1.6
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 4.1 +0.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 5.0 +1.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 22 5.0 +1.1
DUHP Dimensional US High Profitability ETF 0.6 21 19 5.1 +1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 10 3.9 -0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 10 2.8 -1.1
SMOX Horizon Small/Mid Cap Core Equity ETF 0.6 75 -35 5.5 +1.6
EBI Longview Advantage ETF 0.6 35 5 6.1 +2.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -4.8
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.1 +3.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 1 5.9 +2.0
IOO iShares Global 100 ETF 0.5 41 -1 4.0 +0.1
DSMC Distillate Small/Mid Cash Flow ETF 0.5 55 -15 11.3 +7.4
ROSC Hartford Multifactor Small Cap ETF 0.5 34 6 7.4 +3.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 3.9 -0.0
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -2 6.0 +2.1
SMMD iShares Russell 2500 ETF 0.5 15 25 5.8 +1.9
MFVL Motley Fool Value Factor ETF 0.5 50 -10 5.5 +1.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 5 5.6 +1.7
REVS Columbia Research Enhanced Value ETF 0.5 19 21 6.9 +3.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 30 8.0 +4.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.2 +1.3
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -34 7.7 +3.8
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.2 +2.3
RECS Columbia Research Enhanced Core ETF 0.5 15 25 5.4 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 5.4 +1.5
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 5.4 +1.5
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 22 7.8 +3.9
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 25 7.9 +3.9
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.5 +1.6
WSGE Warren Street Global Equity ETF 0.4 80 -40 2.9 -1.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 8.0 +4.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 8.3 +4.4
VLUE iShares MSCI USA Value Factor ETF 0.4 15 25 7.7 +3.8
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 15 7.4 +3.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 3.7 -0.2
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 7.4 +3.5
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 1.4 -2.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 6.7 +2.8
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.4 -0.5
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 -10 4.6 +0.7
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 8.3 +4.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 9.1 +5.1
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 8.8 +4.9
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 15 11.5 +7.6
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -7 0.0 -3.9
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 18 4.9 +1.0
FFF Founders 100 ETF 0.3 75 -35 2.8 -1.1
HELX Franklin Genomic Advancements ETF 0.3 50 -10 -1.4 -5.3
NUDV Nuveen ESG Dividend ETF 0.2 26 14 6.0 +2.1
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 -20 4.4 +0.5
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 6.8 +2.9
FSGS First Trust SMID Growth Strength ETF 0.2 60 -20 4.9 +1.0
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 5.6 +1.7
OSCV Opus Small Cap Value ETF 0.2 79 -39 5.7 +1.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 3.7 -0.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.5 +4.6
DVGR DAC 3D Dividend Growth ETF 0.2 65 -25 4.7 +0.8
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.0 +0.1
PY Principal Value ETF 0.2 15 25 7.0 +3.1
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.0 +1.1
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 3.8 -0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 8.4 +4.5
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 6.0 +2.1
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.2 +3.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.2 49 -9 8.7 +4.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 10.3 +6.4
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 7.5 +3.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 9.5 +5.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -3.6
ISRA VanEck Israel ETF 0.1 59 -19 5.9 +2.0
ITEQ BlueStar Israel Technology ETF 0.1 75 -35 1.3 -2.6
DTAN Sparkline International Intangible Value ETF 0.1 55 -15 6.9 +3.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 3.4 -0.5
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 7.2 +3.3
TEXN iShares Texas Equity ETF 0.1 20 20 5.3 +1.4
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -4.4
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -2.3 -6.2
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -36 3.3 -0.6
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.3 -2.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 8.2 +4.2
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.0 20 20 8.6 +4.7
VEGN US Vegan Climate ETF 0.0 60 -20 4.2 +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

  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. Medical Devices ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.8 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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