iShares U.S. Medical Devices ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 25.3x 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) $3,610
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) $115,036
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 16.6 %
INTUITIVE SURGICAL INC 14.9 %
BOSTON SCIENTIFIC CORP 9.7 %
BECTON DICKINSON AND CO 5.1 %
RESMED INC 5.0 %
MEDTRONIC PLC 4.9 %
STRYKER CORP 4.9 %
GE HEALTHCARE TECHNOLOGIES INC. 4.6 %
EDWARDS LIFESCIENCES CORP 4.5 %
IDEXX LABORATORIES INC 4.4 %
Total 74.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.1 %
IRELAND 8.0 %
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 $58.09
30d moving avg. $61.50
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 39

Liquidity measures
Avg. volume (thou.) 2,351
Turnover 3.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 665 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 32.9 70 -30 4.4 +0.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 25.0 40 0 6.6 +2.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 23.0 65 -25 0.7 -3.2
HEAL Global X HealthTech ETF 22.0 50 -10 -1.7 -5.6
GDOC Goldman Sachs Future Health Care Equity ETF 21.1 75 -35 2.4 -1.5
FMED Fidelity Disruptive Medicine ETF 19.6 50 -10 -0.6 -4.6
IYH iShares U.S. Healthcare ETF 19.1 40 0 5.5 +1.6
XLV The Health Care Select Sector SPDR Fund 19.0 8 32 6.2 +2.2
HTEC ROBO Global Healthcare Technology and Innovation ETF 18.8 68 -28 1.8 -2.1
FHLC Fidelity MSCI Health Care Index ETF 18.6 8 32 5.1 +1.2
FDHT Fidelity Digital Health ETF 18.2 39 1 1.3 -2.6
VHT Vanguard Health Care ETF 17.6 9 31 4.9 +1.0
HART IQ Healthy Hearts ETF 16.1 45 -5 5.4 +1.5
AGNG Global X Aging Population ETF 15.9 50 -10 3.9 -0.0
BMED Future Health ETF 15.8 85 -45 0.2 -3.8
FXH First Trust Health Care AlphaDEX Fund 15.0 62 -22 7.1 +3.2
HRTS Tema Heart & Health ETF 14.5 75 -35 2.0 -2.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 13.9 85 -45 3.4 -0.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.4 49 -9 5.5 +1.6
IXJ iShares Global Healthcare ETF 13.4 42 -2 5.7 +1.8
ANEW ProShares MSCI Transformational Changes ETF 12.6 45 -5 4.8 +0.8
CWS AdvisorShares Focused Equity ETF 11.9 84 -44 4.9 +0.9
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.6 38 2 5.5 +1.6
USRD Themes US R&D Champions ETF 7.9 29 11 4.1 +0.1
FLV American Century Focused Large Cap Value ETF 7.7 42 -2 5.8 +1.9
MEDI Harbor Health Care ETF 7.6 80 -40 -1.5 -5.5
SXQG ETC 6 Meridian Quality Growth ETF 7.5 100 -60 4.1 +0.1
DTEC ALPS Disruptive Technologies ETF 7.4 50 -10 3.6 -0.3
JGRW Jensen Quality Growth ETF 7.3 57 -17 3.8 -0.1
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.4 +0.5
KNO AXS Knowledge Leaders ETF 7.2 78 -38 4.8 +0.9
ABEQ Absolute Select Value ETF 7.1 85 -45 4.0 +0.1
PINK Simplify Health Care ETF 7.1 50 -10 0.7 -3.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.7 60 -20 4.5 +0.5
BLCV iShares Large Cap Value Active ETF 6.6 53 -13 6.4 +2.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -20 -1.6 -5.6
GGRW Gabelli Growth Innovators ETF 6.5 90 -50 1.9 -2.0
BOTZ Global X Robotics & Artificial Intelligence ETF 6.4 69 -29 1.7 -2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.2 58 -18 4.3 +0.3
JDOC JPMorgan Healthcare Leaders ETF 6.1 65 -25 3.4 -0.6
SMOT VanEck Morningstar SMID Moat ETF 6.0 49 -9 5.9 +1.9
CAML Congress Large Cap Growth ETF 5.9 66 -26 2.6 -1.3
MID American Century Mid Cap Growth Impact ETF 5.9 45 -5 3.0 -1.0
CSMD Congress SMid Growth ETF 5.7 69 -29 3.2 -0.8
IWFG IQ Winslow Focused Large Cap Growth ETF 5.5 65 -25 2.7 -1.3
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 11 4.2 +0.3
PSET Principal Quality ETF 5.4 15 25 4.8 +0.9
TMFM Motley Fool Mid-Cap Growth ETF 5.3 85 -45 2.8 -1.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 4.1 +0.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.3 40 0 5.2 +1.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 3.4 -0.6
DAK Dakota Active Equity ETF 5.2 43 -3 3.8 -0.2
QLTY GMO U.S. Quality ETF 5.2 50 -10 3.9 -0.0
PCGG Polen Capital Global Growth ETF 5.1 85 -45 3.8 -0.1
NBDS Neuberger Berman Disrupters ETF 5.0 55 -15 0.7 -3.3
MVAL VanEck Morningstar Wide Moat Value ETF 5.0 49 -9 5.9 +2.0
VOT Vanguard Mid-Cap Growth ETF 4.9 7 33 3.1 -0.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 5.0 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.0 +1.1
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 6.5 +2.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.8 49 -9 3.6 -0.3
DURA VanEck Durable High Dividend ETF 4.7 29 11 6.2 +2.3
MOAT VanEck Morningstar Wide Moat ETF 4.7 46 -6 5.4 +1.5
CSD Invesco S&P Spin-Off ETF 4.6 65 -25 2.9 -1.0
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 3.3 -0.6
AGIQ Sofi Agentic AI ETF 4.4 69 -29 1.6 -2.3
PAWZ ProShares Pet Care ETF 4.4 50 -10 3.5 -0.4
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -12 3.3 -0.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 5.3 +1.4
IWP iShares Russell Mid-Cap Growth ETF 4.3 23 17 2.7 -1.2
RND First Trust Bloomberg R&D Leaders ETF 4.3 60 -20 2.5 -1.5
SEMG Suncoast Select Growth ETF 4.2 60 -20 3.6 -0.4
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 5 4.2 +0.2
PRAY FIS Christian Stock Fund 4.2 69 -29 4.2 +0.3
FTGS First Trust Growth Strength ETF 4.2 60 -20 3.7 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.0 +1.0
ALTL Pacer Lunt Large Cap Alternator ETF 4.2 60 -20 4.2 +0.2
FEGE First Eagle Global Equity ETF 4.2 79 -39 5.4 +1.4
QGRO American Century U.S. Quality Growth ETF 4.2 29 11 3.3 -0.7
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 5 6.2 +2.2
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 2.5 -1.4
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 25 6.1 +2.2
FIW First Trust Water ETF 3.9 53 -13 4.4 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 5 3.7 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 3.9 29 11 4.0 +0.1
PWB Invesco Large Cap Growth ETF 3.9 56 -16 1.9 -2.0
PSCH Invesco S&P SmallCap Health Care ETF 3.9 29 11 3.5 -0.4
BRIF FIS Bright Portfolios Focused Equity ETF 3.8 65 -25 3.9 -0.0
FTCS First Trust Capital Strength ETF 3.8 55 -15 4.8 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.7 70 -30 4.5 +0.6
DUNK Dana Unconstrained Equity ETF 3.7 75 -35 2.2 -1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.7 58 -18 5.1 +1.2
FPAG FPA Global Equity ETF 3.7 49 -9 4.8 +0.9
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 5.8 +1.9
DVND Touchstone Dividend Select ETF 3.6 67 -27 4.7 +0.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 4.8 +0.9
HLAL Wahed FTSE USA Shariah ETF 3.5 50 -10 3.9 -0.1
DFLV Dimensional US Large Cap Value ETF 3.5 22 18 6.3 +2.3
QDIV Global X S&P 500 Quality Dividend ETF 3.5 20 20 7.6 +3.7
MAVF Matrix Advisors Value ETF 3.5 75 -35 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
LCF Touchstone US Large Cap Focused ETF 3.4 69 -29 3.7 -0.3
XOEF iShares S&P 500 ex S&P 100 ETF 3.4 20 20 4.8 +0.8
CGDV Capital Group Dividend Value ETF 3.3 33 7 3.9 -0.0
CVAR Cultivar ETF 3.3 87 -47 6.7 +2.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 6.7 +2.7
IMCG iShares Morningstar Mid-Cap Growth ETF 3.3 6 34 3.6 -0.3
VO Vanguard Mid-Cap ETF 3.3 4 36 5.3 +1.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 25 6.5 +2.5
SDY State Street SPDR S&P Dividend ETF 3.3 35 5 5.8 +1.9
CHRI Global X S&P 500 Christian Values ETF 3.3 29 11 4.0 +0.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.6 -0.3
DFUV Dimensional US Marketwide Value ETF 3.2 22 18 6.2 +2.2
UDI USCF Dividend Income Fund 3.2 65 -25 6.8 +2.9
DIVL Madison Dividend Value ETF 3.2 65 -25 4.5 +0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.2 45 -5 3.6 -0.3
JEPI JPMorgan Equity Premium Income ETF 3.2 35 5 4.9 +1.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 5.5 +1.6
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -19 3.6 -0.4
PEXL Pacer US Export Leaders ETF 3.1 60 -20 3.9 -0.1
INCE Franklin Income Equity Focus ETF 3.1 29 11 4.8 +0.8
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 +1.2
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 5.8 +1.9
ITAN Sparkline Intangible Value ETF 3.1 50 -10 5.6 +1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 3.8 -0.1
BLCR iShares Large Cap Core Active ETF 3.1 36 4 3.1 -0.9
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 3.8 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 3.0 59 -19 1.6 -2.3
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.4 +1.4
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
ROBO ROBO Global Robotics & Automation Index ETF 3.0 95 -55 2.6 -1.3
FFND Future Fund Active ETF 3.0 100 -60 3.2 -0.8
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.6 -1.3
AVMC Avantis U.S. Mid Cap Equity ETF 3.0 18 22 5.8 +1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.0 70 -30 1.7 -2.3
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -7 4.6 +0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 30 4.6 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 5.4 +1.5
CHGX AXS Change Finance ESG ETF 2.9 49 -9 4.4 +0.5
LFSC F/m Emerald Life Sciences Innovation ETF 2.9 79 -39 0.0 -3.9
IWX iShares Russell Top 200 Value ETF 2.8 20 20 5.1 +1.2
GLBL Pacer MSCI World Industry Advantage ETF 2.8 65 -25 3.6 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 0.9 -3.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.8 48 -8 5.1 +1.2
MDLV Morgan Dempsey Large Cap Value ETF 2.8 58 -18 6.1 +2.2
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 14 2.8 -1.1
SIZE iShares MSCI USA Size Factor ETF 2.8 15 25 5.5 +1.6
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 31 5.5 +1.6
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.3 +0.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 40 10.3 +6.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.2 +1.2
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.7 12 28 6.9 +3.0
RAFE PIMCO RAFI ESG U.S. ETF 2.7 29 11 6.0 +2.0
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -20 4.9 +1.0
IQM Franklin Intelligent Machines ETF 2.7 50 -10 1.5 -2.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.7 20 20 2.7 -1.3
BFOR ALPS Barron's 400 ETF 2.7 65 -25 4.8 +0.9
CGGR Capital Group Growth ETF 2.7 39 1 2.9 -1.1
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -30 0.7 -3.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 20 4.3 +0.4
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 5 4.5 +0.5
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 5.4 +1.5
PRXV Praxis Impact Large Cap Value ETF 2.6 36 4 5.6 +1.7
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.6 +1.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 31 4.2 +0.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 6.3 +2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 10 7.0 +3.1
HDUS Hartford Disciplined US Equity ETF 2.6 19 21 5.0 +1.0
VIG Vanguard Dividend Appreciation ETF 2.5 5 35 4.8 +0.9
FPX First Trust US Equity Opportunities ETF 2.5 61 -21 0.8 -3.1
MODL VictoryShares WestEnd U.S. Sector ETF 2.5 42 -2 4.0 +0.1
SCHV Schwab U.S. Large-Cap Value ETF 2.5 4 36 5.7 +1.7
TMFG Motley Fool Global Opportunities ETF 2.5 85 -45 3.7 -0.2
SAMM Strategas Macro Momentum ETF 2.5 66 -26 1.9 -2.1
IMCB iShares Morningstar Mid-Cap ETF 2.4 4 36 5.4 +1.5
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.5 +0.6
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 9.0 +5.1
TMAT Main Thematic Innovation ETF 2.4 164 -124 -1.5 -5.4
IWD iShares Russell 1000 Value ETF 2.4 19 21 5.4 +1.5
VONV Vanguard Russell 1000 Value ETF 2.4 7 33 5.6 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 22 6.7 +2.7
ACVF American Conservative Values ETF 2.4 75 -35 3.7 -0.3
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -10 5.3 +1.3
SMAP Amplify Small-Mid Cap Equity ETF 2.4 60 -20 4.7 +0.8
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.4 +0.5
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -25 1.7 -2.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 25 4.2 +0.3
RJDI RJ Eagle GCM Dividend Select Income ETF 2.3 55 -15 4.5 +0.5
DSPY Tema S&P 500 Historical Weight ETF 2.3 18 22 4.4 +0.5
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 25 4.5 +0.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.3 9 31 4.1 +0.2
SWP SWP Growth & Income ETF 2.3 99 -59 3.6 -0.4
DGRO iShares Core Dividend Growth ETF 2.3 8 32 5.6 +1.7
IVE iShares S&P 500 Value ETF 2.3 18 22 5.3 +1.4
VOOV Vanguard S&P 500 Value ETF 2.3 7 33 5.4 +1.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.3 4 36 5.5 +1.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 28 6.4 +2.5
MGV Vanguard Mega Cap Value ETF 2.2 7 33 5.5 +1.6
TOPC iShares S&P 500 3% Capped ETF 2.2 15 25 4.4 +0.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 3.8 -0.2
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 12 4.7 +0.8
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.9 -0.0
VOE Vanguard Mid-Cap Value ETF 2.2 7 33 6.7 +2.7
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 5.3 +1.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -9 4.0 +0.1
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 5.8 +1.9
BIBL Inspire 100 ETF 2.2 35 5 4.2 +0.3
ESGV Vanguard ESG U.S. Stock ETF 2.2 9 31 4.2 +0.2
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -15 3.6 -0.4
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -39 3.3 -0.6
IUSV iShares Core S&P US Value ETF 2.2 4 36 5.6 +1.7
STXD Strive 1000 Dividend Growth ETF 2.2 35 5 4.3 +0.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 21 5.0 +1.0
IWR iShares Russell Midcap ETF 2.2 19 21 5.4 +1.4
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 6.5 +2.5
PTL Inspire 500 ETF 2.1 9 31 4.6 +0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 0 3.4 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 -19 3.7 -0.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 4 4.3 +0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 25 3.8 -0.2
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 -15 5.2 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -19 4.9 +1.0
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 4.6 +0.6
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -50 3.1 -0.8
OPTZ Optimize Strategy Index ETF 2.1 50 -10 4.1 +0.1
QQQS Invesco NASDAQ Future Gen 200 ETF 2.1 20 20 -4.7 -8.6
IWO iShares Russell 2000 Growth ETF 2.1 24 16 0.6 -3.3
VTWG Vanguard Russell 2000 Growth ETF 2.1 10 30 0.8 -3.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.0 35 5 4.3 +0.3
OALC OneAscent Large Cap Core ETF 2.0 86 -46 3.4 -0.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 31 4.2 +0.2
XVV iShares ESG Screened S&P 500 ETF 2.0 8 32 4.2 +0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 15 4.2 +0.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.0 12 28 5.3 +1.3
IJR iShares Core S&P Small Cap ETF 2.0 6 34 6.5 +2.5
KRMA Global X Conscious Companies ETF 2.0 43 -3 5.3 +1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 8 4.3 +0.3
FDG American Century Focused Dynamic Growth ETF 2.0 45 -5 1.7 -2.2
VTV Vanguard Value ETF 2.0 4 36 5.8 +1.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.0 15 25 4.9 +1.0
XT iShares Exponential Technologies ETF 2.0 46 -6 4.2 +0.3
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -8 3.9 -0.1
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.4 -0.5
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -15 8.9 +5.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 16 7.0 +3.1
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 8.3 +4.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 3.9 -0.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -55 -0.5 -4.4
JHML John Hancock Multifactor Large Cap ETF 2.0 29 11 4.6 +0.7
ILCG iShares Morningstar Growth ETF 2.0 4 36 3.1 -0.8
SMRI Bushido Capital US Equity ETF 2.0 71 -31 9.0 +5.1
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.3 +0.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 8.2 +4.3
TOLL Tema Durable Quality ETF 1.9 75 -35 4.3 +0.3
PBUS Invesco MSCI USA ETF 1.9 4 36 4.2 +0.3
NIXT Research Affiliates Deletions ETF 1.9 9 31 7.2 +3.3
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 22 5.8 +1.9
TMFX Motley Fool Next Index ETF 1.9 50 -10 2.8 -1.2
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.9 35 5 2.9 -1.0
NULC Nuveen ESG Large-Cap ETF 1.9 21 19 4.4 +0.5
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 6.6 +2.6
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.0 +1.1
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 22 4.5 +0.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 25 8.3 +4.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.3 +0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.9 60 -20 3.3 -0.7
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 4.9 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.3 +0.4
VBK Vanguard Small-Cap Growth ETF 1.9 7 33 1.5 -2.5
VOTE TCW Transform 500 ETF 1.9 5 35 4.2 +0.3
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.4 +0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 1 1.3 -2.7
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -45 2.4 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 4.2 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 6.5 +2.5
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.6 -0.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 6.5 +2.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 20 4.0 +0.1
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 6.2 +2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.9 49 -9 4.7 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 4.7 +0.8
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -9 3.7 -0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.9 15 25 4.5 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 1.9 39 1 7.2 +3.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 4.4 +0.4
MOTG VanEck Morningstar Global Wide Moat ETF 1.8 52 -12 8.7 +4.7
FFOX FundX Future Fund Opportunities ETF 1.8 100 -60 2.7 -1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.8 10 30 4.7 +0.7
STRV Strive 500 ETF 1.8 5 35 4.2 +0.2
AFSM First Trust Active Factor Small Cap ETF 1.8 75 -35 6.4 +2.4
IVV iShares Core S&P 500 ETF 1.8 3 37 4.3 +0.3
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 38 4.3 +0.3
VOO Vanguard S&P 500 ETF 1.8 3 37 4.3 +0.3
SPY SPDR S&P 500 ETF 1.8 9 31 4.2 +0.3
AGQI First Trust Active Global Quality Income ETF 1.8 85 -45 4.4 +0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 20 4.7 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 4.7 +0.7
STXV Strive 1000 Value ETF 1.8 18 22 6.8 +2.9
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 15 4.4 +0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.4 +0.5
VV Vanguard Large-Cap ETF 1.8 4 36 4.2 +0.3
GXLC Global X U.S. 500 ETF 1.8 2 38 4.2 +0.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 34 2.5 -1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 22 4.0 +0.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 37 4.4 +0.5
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 37 4.2 +0.2
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.1 +2.2
VUG Vanguard Growth ETF 1.8 4 36 3.5 -0.5
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 10 4.0 +0.1
CZAR Themes Natural Monopoly ETF 1.8 35 5 4.9 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -3 3.5 -0.4
DFUS Dimensional U.S. Equity ETF 1.8 9 31 4.1 +0.2
STXG Strive 1000 Growth ETF 1.8 18 22 3.2 -0.7
IWB iShares Russell 1000 ETF 1.8 15 25 4.2 +0.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 4.7 +0.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.8 20 20 5.6 +1.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 10 30 4.9 +0.9
VONE Vanguard Russell 1000 ETF 1.8 7 33 4.3 +0.3
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -20 6.4 +2.5
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.2 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.7 50 -10 7.4 +3.5
IWV iShares Russell 3000 ETF 1.7 20 20 4.1 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 4.2 +0.3
IYY iShares Dow Jones U.S. ETF 1.7 20 20 4.1 +0.2
BEEX BeeHive ETF 1.7 84 -44 3.8 -0.2
SFY SoFi Select 500 ETF 1.7 0 40 3.9 -0.1
VTHR Vanguard Russell 3000 ETF 1.7 7 33 4.2 +0.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.7 60 -20 8.2 +4.2
HDV iShares Core High Dividend ETF 1.7 8 32 5.9 +2.0
DFVX Dimensional US Large Cap Vector ETF 1.7 22 18 5.2 +1.3
VYM Vanguard High Dividend Yield Index ETF 1.7 6 34 6.0 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.2 +0.3
MBOX Freedom Day Dividend ETF 1.7 39 1 6.5 +2.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.7 75 -35 3.0 -1.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -25 3.2 -0.8
FTDS First Trust Dividend Strength ETF 1.7 70 -30 6.9 +3.0
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 12 3.4 -0.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.1 +3.1
PSC Principal U.S. Small-Cap ETF 1.7 38 2 5.9 +1.9
SCHX Schwab U.S. Large-Cap ETF 1.7 3 37 4.3 +0.4
DGT State Street SPDR Global Dow ETF 1.7 50 -10 5.7 +1.7
PRXG Praxis Impact Large Cap Growth ETF 1.7 36 4 3.0 -1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.7 15 25 4.7 +0.8
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.5 -0.5
BUL Pacer US Cash Cows Growth ETF 1.7 60 -20 4.1 +0.2
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 22 4.6 +0.6
SCHK Schwab 1000 Index ETF 1.7 5 35 4.3 +0.4
SFYX SoFi Next 500 ETF 1.7 0 40 5.0 +1.0
CGDG Capital Group Dividend Growers ETF 1.7 47 -7 5.2 +1.3
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.3 +0.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.7 6 34 7.0 +3.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -19 7.5 +3.5
RVRB Reverb ETF 1.7 30 10 4.0 +0.0
RGEF Rockefeller Global Equity ETF 1.7 55 -15 3.9 -0.0
SUSA iShares MSCI USA ESG Select ETF 1.7 25 15 4.0 +0.0
IWL iShares Russell Top 200 ETF 1.7 15 25 3.9 -0.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -40 5.6 +1.7
JAVA JPMorgan Active Value ETF 1.7 44 -4 5.3 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 28 5.1 +1.2
IUS Invesco RAFI Strategic US ETF 1.7 19 21 5.9 +1.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.7 29 11 6.1 +2.1
OEI Optimized Equity Income ETF 1.6 75 -35 3.3 -0.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -10 6.2 +2.3
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 30 4.0 +0.0
ILCV iShares Morningstar Value ETF 1.6 4 36 5.5 +1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.3 +2.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 9 6.0 +2.1
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.0 +1.1
TMFC Motley Fool 100 Index ETF 1.6 50 -10 3.0 -1.0
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 5 3.7 -0.3
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -49 4.2 +0.3
STXK Strive Small-Cap ETF 1.6 18 22 5.2 +1.3
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 4.4 +0.5
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.2 +0.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 6.4 +2.5
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 5.6 +1.7
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 27 5.3 +1.4
DFAU Dimensional US Core Equity Market ETF 1.6 12 28 4.3 +0.4
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 5.9 +2.0
APUE ActivePassive U.S. Equity ETF 1.6 45 -5 3.9 -0.0
IWS iShares Russell Mid-Cap Value ETF 1.5 23 17 6.1 +2.2
EVUS iShares ESG Aware MSCI USA Value ETF 1.5 18 22 5.5 +1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 28 3.8 -0.2
STOX Horizon Core Equity ETF 1.5 70 -30 3.6 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 10 3.9 -0.1
SFTY Horizon Managed Risk ETF 1.5 77 -37 3.5 -0.4
SSPY Syntax Stratified LargeCap ETF 1.5 30 10 5.8 +1.9
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.0 +1.1
TIIV AAM Todd International Intrinsic Value ETF 1.5 54 -14 9.3 +5.3
MGC Vanguard Mega Cap ETF 1.5 7 33 4.0 +0.1
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 4.2 +0.3
ROUS Hartford Multifactor US Equity ETF 1.5 19 21 5.9 +1.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 0.9 -3.1
LRGF iShares U.S. Equity Factor ETF 1.5 8 32 4.8 +0.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.5 20 20 4.6 +0.6
FQAL Fidelity Quality Factor ETF 1.5 15 25 4.8 +0.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.5 85 -45 5.3 +1.4
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.5 -0.5
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.5 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 31 4.5 +0.6
SCHA Schwab U.S. Small-Cap ETF 1.4 4 36 4.8 +0.9
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 25 4.2 +0.2
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 36 3.4 -0.5
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 13 7.7 +3.7
IVW iShares S&P 500 Growth ETF 1.4 18 22 3.2 -0.7
VOOG Vanguard S&P 500 Growth ETF 1.4 7 33 3.4 -0.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 3.4 -0.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 23 4.7 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 3.3 -0.6
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 8.6 +4.7
RAUS RACWI US ETF 1.4 15 25 4.2 +0.3
RCGE RockCreek Global Equality ETF 1.4 95 -55 5.9 +1.9
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 10 5.0 +1.0
EPS WisdomTree U.S. LargeCap Fund 1.4 8 32 5.0 +1.0
FFOG Franklin Focused Growth ETF 1.4 61 -21 2.1 -1.9
VB Vanguard Small-Cap ETF 1.4 5 35 5.2 +1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.7 -1.3
IWM iShares Russell 2000 ETF 1.4 19 21 3.1 -0.9
RSSL Global X Russell 2000 ETF 1.4 8 32 3.1 -0.8
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 5.0 +1.0
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 36 5.9 +1.9
VTWO Vanguard Russell 2000 ETF 1.4 7 33 3.2 -0.7
TOK iShares MSCI Kokusai ETF 1.4 26 14 4.3 +0.4
USMV iShares MSCI USA Min Vol Factor ETF 1.4 15 25 5.0 +1.1
FDMO Fidelity Momentum Factor ETF 1.4 15 25 3.1 -0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 5 6.0 +2.1
SFGV Sequoia Global Value ETF 1.4 23 17 7.1 +3.1
MGK Vanguard Mega Cap Growth ETF 1.4 7 33 3.6 -0.4
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 4.8 +0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -25 1.8 -2.2
AVMV Avantis U.S. Mid Cap Value ETF 1.3 20 20 7.3 +3.3
DCOR Dimensional US Core Equity 1 ETF 1.3 14 26 4.6 +0.7
EES WisdomTree U.S. SmallCap Fund 1.3 38 2 7.4 +3.5
AVUS Avantis U.S. Equity ETF 1.3 15 25 4.9 +0.9
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 20 3.1 -0.9
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.4 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 1 5.8 +1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.5 +0.6
MAGA Point Bridge America First ETF 1.3 72 -32 5.4 +1.5
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 4.9 +1.0
DXUV Dimensional US Vector Equity ETF 1.3 28 12 5.1 +1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 6.0 +2.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 5.8 +1.9
GEW Cambria Global EW ETF 1.3 29 11 5.3 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -20 5.7 +1.8
URTH iShares MSCI World ETF 1.3 24 16 4.4 +0.4
BGRO iShares Large Cap Growth Active ETF 1.3 55 -15 2.1 -1.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 6.6 +2.7
FBOT Fidelity Disruptive Automation ETF 1.3 50 -10 2.7 -1.3
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -35 2.1 -1.9
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 5.6 +1.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 35 6.8 +2.8
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 34 7.3 +3.4
FVD First Trust Value Line Dividend Index Fund 1.3 65 -25 5.5 +1.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -2 4.6 +0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 23 5.1 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 15 6.4 +2.5
GSPY Gotham Enhanced 500 ETF 1.2 50 -10 4.5 +0.5
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 4.8 +0.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -9 2.8 -1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 2 6.7 +2.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 5 6.7 +2.8
BLES Inspire Global Hope ETF 1.2 61 -21 5.8 +1.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 36 3.3 -0.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.4 +0.4
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -9 7.2 +3.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 28 4.4 +0.4
IWF iShares Russell 1000 Growth ETF 1.2 19 21 3.4 -0.6
VONG Vanguard Russell 1000 Growth ETF 1.2 7 33 3.6 -0.3
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 5.8 +1.9
FESM Fidelity Enhanced Small Cap ETF 1.2 28 12 2.7 -1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 22 3.1 -0.9
OEF iShares S&P 100 ETF 1.2 20 20 3.8 -0.1
AVUQ Avantis U.S. Quality ETF 1.2 15 25 3.6 -0.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 7.6 +3.7
MDY SPDR S&P Midcap 400 ETF Trust 1.2 24 16 5.9 +1.9
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.4 -0.5
IJH iShares Core S&P Mid-Cap ETF 1.2 5 35 6.1 +2.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.3 +3.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 30 3.8 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 2.4 -1.5
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 15 4.5 +0.6
ACWI iShares MSCI ACWI ETF 1.1 32 8 4.7 +0.7
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.5 +0.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 6.4 +2.4
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.6 -0.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.1 55 -15 3.3 -0.6
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 4.7 +0.7
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -20 4.0 +0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 21 5.2 +1.3
WCEO Hypatia Women CEO ETF 1.1 85 -45 2.8 -1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 6.1 +2.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 6.1 +2.2
VT Vanguard Total World Stock ETF 1.1 6 34 5.0 +1.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 2 3.8 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 4.9 +1.0
ROE Astoria US Quality Kings ETF 1.1 49 -9 5.5 +1.6
VXF Vanguard Extended Market ETF 1.1 5 35 3.9 -0.0
ULVM VictoryShares US Value Momentum ETF 1.1 20 20 6.3 +2.3
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 4.3 +0.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 4.8 +0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 12 5.1 +1.2
USMF WisdomTree U.S. Multifactor Fund 1.1 28 12 6.5 +2.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.0 12 28 6.3 +2.3
SPIT F/m Emerald Special Situations ETF 1.0 105 -65 -0.9 -4.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 8.1 +4.1
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 5.0 +1.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 5.2 +1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -20 8.8 +4.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.0 71 -31 -1.3 -5.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.2 -0.8
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.3 -0.7
VBR Vanguard Small Cap Value ETF 1.0 7 33 7.6 +3.7
AIEQ AI Powered Equity ETF 1.0 75 -35 4.0 +0.1
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.4 +2.5
IBOT Vaneck Robotics ETF 1.0 47 -7 3.2 -0.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -21 4.8 +0.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.0 79 -39 4.9 +0.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 15 6.2 +2.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 15 6.2 +2.2
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 3.6 -0.4
DARP Grizzle Growth ETF 1.0 75 -35 1.9 -2.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.0 12 28 3.4 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.0 +6.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.4 +1.4
TAX Cambria Tax Aware ETF 1.0 49 -9 5.1 +1.1
GURU Global X Guru Index ETF 1.0 75 -35 2.5 -1.5
JGRO JPMorgan Active Growth ETF 1.0 44 -4 3.0 -0.9
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.3 -1.7
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.1 +0.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.1 +2.2
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 12 5.4 +1.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.9 20 20 5.2 +1.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -20 4.6 +0.6
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 5.9 +2.0
VALQ American Century U.S. Quality Value ETF 0.9 29 11 6.6 +2.7
CGUS Capital Group Core Equity ETF 0.9 33 7 3.8 -0.1
IWY iShares Russell Top 200 Growth ETF 0.9 20 20 3.4 -0.5
BOUT Innovator IBD Breakout Opportunities ETF 0.9 81 -41 4.3 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -27 8.3 +4.4
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -25 6.8 +2.8
GLOF iShares Global Equity Factor ETF 0.9 20 20 5.8 +1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 4.2 +0.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.9 +2.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 6.7 +2.8
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 4.5 +0.5
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 7.5 +3.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.7 +0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 11 5.4 +1.4
INRO iShares U.S. Industry Rotation Active ETF 0.9 42 -2 4.0 +0.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 4.9 +1.0
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 -9 4.1 +0.2
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 0 4.1 +0.1
GVLU Gotham 1000 Value ETF 0.8 50 -10 8.0 +4.1
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.8 49 -9 6.0 +2.1
MTUM iShares MSCI USA Momentum Factor ETF 0.8 15 25 2.7 -1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -19 5.2 +1.2
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 4.2 +0.3
YNOT Horizon Digital Frontier ETF 0.8 75 -35 2.6 -1.4
BELT iShares Long-Term U.S. Equity Active ETF 0.8 75 -35 2.4 -1.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 3.9 -0.0
IWC iShares Micro-Cap ETF 0.8 60 -20 -1.3 -5.2
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.3 +0.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.8 +2.8
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 6.8 +2.8
STXM Strive Mid-Cap ETF 0.7 18 22 5.3 +1.4
DFAT Dimensional U.S. Targeted Value ETF 0.7 28 12 8.3 +4.4
TTAC FCF US Quality ETF 0.7 59 -19 5.1 +1.1
AFLG First Trust Active Factor Large Cap ETF 0.7 55 -15 5.3 +1.4
DIVB iShares Core Dividend ETF 0.7 5 35 7.0 +3.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 9.1 +5.2
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 4.0 +0.1
IWN iShares Russell 2000 Value ETF 0.7 24 16 5.5 +1.6
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 5.6 +1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 30 4.2 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 30 4.2 +0.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -9 4.9 +0.9
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 7.4 +3.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 15 5.3 +1.4
DUHP Dimensional US High Profitability ETF 0.6 21 19 4.9 +1.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 10 5.7 +1.8
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 10 7.1 +3.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 22 5.0 +1.0
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 6.5 +2.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 4.9 +0.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -4.8
EBI Longview Advantage ETF 0.6 35 5 5.6 +1.6
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.0 +3.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 1 5.4 +1.5
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 11.0 +7.0
IOO iShares Global 100 ETF 0.5 41 -1 3.9 -0.1
SMMD iShares Russell 2500 ETF 0.5 15 25 5.7 +1.7
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 3.8 -0.2
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -2 5.6 +1.6
ROSC Hartford Multifactor Small Cap ETF 0.5 34 6 7.7 +3.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 5 5.0 +1.0
REVS Columbia Research Enhanced Value ETF 0.5 19 21 6.7 +2.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.2 +1.2
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 5.8 +1.9
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -34 7.4 +3.4
RECS Columbia Research Enhanced Core ETF 0.5 15 25 5.1 +1.1
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 22 7.4 +3.4
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 5.2 +1.3
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 5.4 +1.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 25 7.4 +3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 30 7.6 +3.6
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.2 +1.3
VLUE iShares MSCI USA Value Factor ETF 0.4 15 25 7.6 +3.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 7.9 +4.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 7.6 +3.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 7.7 +3.7
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 3.3 -0.6
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 15 7.5 +3.5
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 1.2 -2.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 6.9 +3.0
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.1 -0.9
GOP Unusual Whales Subversive Republican Trading ETF 0.4 50 -10 4.5 +0.6
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 8.0 +4.1
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 8.8 +4.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 8.1 +4.2
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 5.0 +1.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 15 10.7 +6.8
HELX Franklin Genomic Advancements ETF 0.3 50 -10 -0.4 -4.3
NUDV Nuveen ESG Dividend ETF 0.2 26 14 6.4 +2.5
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 6.6 +2.6
FSGS First Trust SMID Growth Strength ETF 0.2 60 -20 4.5 +0.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 5.7 +1.8
OSCV Opus Small Cap Value ETF 0.2 79 -39 5.9 +1.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 3.9 -0.1
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.7 +4.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.4 +0.4
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 3.7 -0.3
PY Principal Value ETF 0.2 15 25 6.5 +2.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.0 +1.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 7.6 +3.6
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 6.3 +2.4
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.0 +3.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 8.2 +4.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.2 49 -9 9.8 +5.8
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 9.7 +5.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 9.0 +5.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.1 -3.8
ISRA VanEck Israel ETF 0.1 59 -19 5.7 +1.7
ITEQ BlueStar Israel Technology ETF 0.1 75 -35 1.4 -2.6
DTAN Sparkline International Intangible Value ETF 0.1 55 -15 7.1 +3.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 3.9 -0.0
TEXN iShares Texas Equity ETF 0.1 20 20 5.2 +1.3
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 6.5 +2.6
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -10.1 -14.0
IBB iShares Biotechnology ETF 0.1 45 -5 -0.3 -4.2
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -36 3.9 -0.1
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 7.6 +3.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.0 20 20 8.7 +4.7
VEGN US Vegan Climate ETF 0.0 60 -20 3.9 -0.0

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

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 3.6 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		 1.53 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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