iShares U.S. Medical Devices ETF
ALTAR
Score™		 3.8% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.6x P/Sales
ratio		 4.7x
P/BV
ratio		 4.0x 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) $4,654
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) $110,973
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 18.6 %
INTUITIVE SURGICAL INC 15.7 %
BOSTON SCIENTIFIC CORP 12.0 %
IDEXX LABORATORIES INC 4.9 %
EDWARDS LIFESCIENCES CORP 4.8 %
STRYKER CORP 4.6 %
RESMED INC 4.2 %
DEXCOM INC 3.9 %
MEDTRONIC PLC 3.9 %
GE HEALTHCARE TECHNOLOGIES INC. 3.6 %
Total 76.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.5 %
IRELAND 6.7 %
BRITAIN 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 30)
Year-to-date 1 year 5 years 10 years Since Incep.
6.2% 12.0% 7.2% 12.6% 11.5%

Market Correlations
versus... Beta R-squared
S&P500 0.91 67%
MSCI EAFE 0.83 59%
MSCI Emg. Mkts. 0.55 26%

Technical Indicators
Recent close $61.89
30d moving avg. $60.43
Annualized volatility 18.6%
Short interest (ETF) 2.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 709
Turnover 0.9%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 637 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™: 3.8%


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
(%)
XHE SPDR S&P Health Care Equipment ETF 38.5 35 5 3.0 -0.7
MDEV First Trust Indxx Medical Devices ETF 33.2 70 -30 4.4 +0.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.3 40 0 8.0 +4.2
FMED Fidelity Disruptive Medicine ETF 27.0 50 -10 -1.1 -4.9
BMED Future Health ETF 25.0 85 -45 0.5 -3.2
IYH iShares U.S. Healthcare ETF 24.2 40 0 7.2 +3.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 24.0 65 -25 1.1 -2.7
XLV Health Care Select Sector SPDR Fund 23.9 8 32 7.8 +4.1
GDOC Goldman Sachs Future Health Care Equity ETF 22.6 75 -35 2.9 -0.9
VHT Vanguard Health Care ETF 22.1 10 30 6.3 +2.6
HEAL Global X HealthTech ETF 21.6 50 -10 -0.7 -4.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.3 68 -28 2.6 -1.2
FHLC Fidelity MSCI Health Care Index ETF 19.9 8 32 6.5 +2.8
AGNG Global X Aging Population ETF 19.9 50 -10 4.9 +1.2
FXH First Trust Health Care AlphaDEX Fund 19.8 62 -22 8.9 +5.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 18.0 75 -35 1.0 -2.8
HART IQ Healthy Hearts ETF 17.4 45 -5 6.6 +2.9
FDHT Fidelity Digital Health ETF 17.4 39 1 0.9 -2.8
IXJ iShares Global Healthcare ETF 16.7 42 -2 7.2 +3.5
MEDI Harbor Health Care ETF 14.6 80 -40 -1.6 -5.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 14.2 60 -20 6.2 +2.5
PINK Simplify Health Care ETF 13.7 50 -10 1.1 -2.7
ANEW ProShares MSCI Transformational Changes ETF 12.1 45 -5 6.3 +2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.6 38 2 6.3 +2.5
CWS AdvisorShares Focused Equity ETF 9.0 84 -44 4.9 +1.1
GGRW Gabelli Growth Innovators ETF 8.9 90 -50 2.5 -1.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 8.7 60 -20 -2.6 -6.3
FLV American Century Focused Large Cap Value ETF 8.7 42 -2 6.9 +3.1
MNTL Tema Neuroscience and Mental Health ETF 8.7 75 -35 -0.9 -4.7
BOTZ Global X Robotics & Artificial Intelligence ETF 8.7 69 -29 2.5 -1.2
HKND Humankind US Stock ETF 8.5 11 29 7.5 +3.7
JGRW Jensen Quality Growth ETF 8.0 57 -17 4.6 +0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 -10 5.8 +2.1
BIBL Inspire 100 ETF 7.6 35 5 5.5 +1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 7.6 15 25 4.4 +0.6
USRD Themes US R&D Champions ETF 7.5 29 11 5.1 +1.4
DTEC ALPS Disruptive Technologies ETF 7.5 50 -10 3.9 +0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -20 4.3 +0.5
IQM Franklin Intelligent Machines ETF 7.3 50 -10 2.3 -1.5
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.9 +1.2
BLCV iShares Large Cap Value Active ETF 7.0 53 -13 7.6 +3.9
ABEQ Absolute Select Value ETF 7.0 85 -45 4.7 +1.0
QGRO American Century U.S. Quality Growth ETF 6.8 29 11 3.6 -0.2
RND First Trust Bloomberg R&D Leaders ETF 6.7 60 -20 3.8 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.7 25 15 5.2 +1.5
THRO iShares U.S. Thematic Rotation Active ETF 6.7 90 -50 4.2 +0.4
SPLV Invesco S&P 500 Low Volatility ETF 6.7 25 15 5.3 +1.5
ALTL Pacer Lunt Large Cap Alternator ETF 6.6 60 -20 5.0 +1.2
IGPT Invesco AI and Next Gen Software ETF 6.6 60 -20 5.0 +1.2
QLTY GMO U.S. Quality ETF 6.3 50 -10 5.0 +1.2
SMOT VanEck Morningstar SMID Moat ETF 6.2 49 -9 7.1 +3.4
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.1 65 -25 5.2 +1.4
CSMD Congress SMid Growth ETF 6.0 69 -29 4.1 +0.3
NBDS Neuberger Berman Disrupters ETF 5.9 55 -15 0.8 -2.9
CAML Congress Large Cap Growth ETF 5.8 66 -26 3.3 -0.5
REVS Columbia Research Enhanced Value ETF 5.6 19 21 8.1 +4.3
CGDV Capital Group Dividend Value ETF 5.6 33 7 4.9 +1.1
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -60 4.5 +0.7
SPMV Invesco S&P 500 Minimum Variance ETF 5.5 10 30 5.4 +1.6
TMDV ProShares Russell US Dividend Growers ETF 5.5 35 5 6.5 +2.8
LVOL American Century Low Volatility ETF 5.5 29 11 4.9 +1.2
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -25 3.0 -0.7
PJP Invesco Pharmaceuticals ETF 5.4 57 -17 8.5 +4.7
PCGG Polen Capital Global Growth ETF 5.4 85 -45 3.7 -0.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 4.2 +0.4
GRNY Fundstrat Granny Shots US Large Cap ETF 5.2 75 -35 3.4 -0.4
BELT iShares Long-Term U.S. Equity Active ETF 5.2 75 -35 3.3 -0.5
KOMP SPDR S&P Kensho New Economies Composite ETF 5.2 20 20 3.6 -0.2
PRAY FIS Christian Stock Fund 5.1 69 -29 5.5 +1.7
MAVF Matrix Advisors Value ETF 5.0 75 -35 6.3 +2.5
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -45 2.3 -1.4
BKWO BNY Mellon Women's Opportunities ETF 5.0 50 -10 3.8 +0.0
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -12 4.2 +0.5
DANA Dana Unconstrained Equity ETF 5.0 50 -10 3.1 -0.6
HLAL Wahed FTSE USA Shariah ETF 4.9 50 -10 5.1 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 4.9 29 11 5.0 +1.3
PAWZ ProShares Pet Care ETF 4.9 50 -10 3.6 -0.2
VOT Vanguard Mid-Cap Growth ETF 4.7 7 33 3.7 -0.1
MVAL VanEck Morningstar Wide Moat Value ETF 4.7 49 -9 6.7 +3.0
VALQ American Century U.S. Quality Value ETF 4.6 29 11 7.9 +4.1
GURU Global X Guru Index ETF 4.6 75 -35 4.1 +0.4
FIW First Trust Water ETF 4.6 53 -13 4.9 +1.1
VSDA VictoryShares Dividend Accelerator ETF 4.6 35 5 7.2 +3.4
BOUT Innovator IBD Breakout Opportunities ETF 4.5 81 -41 3.1 -0.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.4 70 -30 4.7 +0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 5 6.2 +2.4
MOAT VanEck Morningstar Wide Moat ETF 4.4 46 -6 6.0 +2.2
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 25 5.7 +1.9
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -2 4.8 +1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 30 5.5 +1.7
YOKE Yoke Core ETF 4.2 42 -2 4.5 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.2 60 -20 4.6 +0.8
LCF Touchstone US Large Cap Focused ETF 4.2 69 -29 4.6 +0.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 5 4.4 +0.6
IWX iShares Russell Top 200 Value ETF 4.1 20 20 6.5 +2.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.1 58 -18 4.1 +0.4
FTGS First Trust Growth Strength ETF 4.1 60 -20 5.1 +1.4
IWP iShares Russell Mid-Cap Growth ETF 4.1 23 17 3.5 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 25 7.1 +3.3
PSET Principal Quality ETF 4.0 15 25 5.6 +1.8
IPDP Dividend Performers ETF 4.0 122 -82 5.0 +1.2
FTCS First Trust Capital Strength ETF 4.0 55 -15 5.8 +2.0
SWP SWP Growth & Income ETF 4.0 99 -59 4.5 +0.8
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.0 49 -9 3.9 +0.1
DVND Touchstone Dividend Select ETF 4.0 67 -27 6.1 +2.3
SNSR Global X Internet of Things ETF 3.9 68 -28 4.8 +1.0
PSCH Invesco S&P SmallCap Health Care ETF 3.9 29 11 4.4 +0.7
DIVL Madison Dividend Value ETF 3.9 65 -25 5.9 +2.2
UDI USCF Dividend Income Fund 3.9 65 -25 8.5 +4.7
CRTC Xtrackers US National Critical Technologies ETF 3.9 35 5 5.1 +1.3
POWA Invesco Bloomberg Pricing Power ETF 3.8 40 0 5.8 +2.0
CGGR Capital Group Growth ETF 3.8 39 1 3.4 -0.4
LRGE ClearBridge Large Cap Growth ESG ETF 3.8 59 -19 4.0 +0.2
RPG Invesco S&P 500 Pure Growth ETF 3.7 35 5 3.5 -0.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.7 65 -25 4.7 +1.0
CVAR Cultivar ETF 3.7 87 -47 7.3 +3.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -15 5.0 +1.3
QDIV Global X S&P 500 Quality Dividend ETF 3.7 20 20 8.7 +4.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.7 45 -5 4.8 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 3.7 85 -45 3.8 0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 34 4.2 +0.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.6 75 -35 5.9 +2.1
CSD Invesco S&P Spin-Off ETF 3.6 65 -25 6.9 +3.1
ADME Aptus Drawdown Managed Equity ETF 3.6 79 -39 4.3 +0.5
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 7.6 +3.8
GLBL Pacer MSCI World Industry Advantage ETF 3.5 65 -25 4.5 +0.8
ETHO Etho Climate Leadership U.S. ETF 3.5 47 -7 5.8 +2.1
ESIX SPDR S&P SmallCap 600 ESG ETF 3.4 12 28 8.9 +5.2
PTL Inspire 500 ETF 3.4 9 31 5.6 +1.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.4 12 28 6.8 +3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.4 65 -25 3.5 -0.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.4 9 31 5.7 +2.0
JEPI JPMorgan Equity Premium Income ETF 3.4 35 5 5.7 +1.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.7 +3.9
VNSE Natixis Vaughan Nelson Select ETF 3.4 80 -40 5.1 +1.4
BLCR iShares Large Cap Core Active ETF 3.4 36 4 4.0 +0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -10 4.2 +0.4
FDMO Fidelity Momentum Factor ETF 3.3 15 25 3.9 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 27 5.7 +1.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.3 60 -20 7.4 +3.6
VONV Vanguard Russell 1000 Value ETF 3.3 8 32 6.8 +3.1
IWD iShares Russell 1000 Value ETF 3.3 19 21 6.7 +3.0
CFA VictoryShares US 500 Volatility Wtd ETF 3.3 35 5 6.1 +2.3
XMAG Defiance Large Cap ex-Mag 7 ETF 3.3 35 5 5.4 +1.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.3 40 0 6.0 +2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 6.3 +2.6
DEMZ Democratic Large Cap Core ETF 3.2 45 -5 4.7 +0.9
DFUV Dimensional US Marketwide Value ETF 3.2 22 18 8.2 +4.4
DFLV Dimensional US Large Cap Value ETF 3.2 22 18 8.4 +4.6
BGRO iShares Large Cap Growth Active ETF 3.2 55 -15 3.3 -0.5
FEGE First Eagle Global Equity ETF 3.2 79 -39 7.2 +3.5
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 20 6.7 +3.0
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 6.8 +3.0
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 11 4.9 +1.1
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 36 7.0 +3.3
YLDE ClearBridge Dividend Strategy ESG ETF 3.1 60 -20 5.9 +2.1
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.8 +2.1
VO Vanguard Mid-Cap ETF 3.1 4 36 6.0 +2.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.1 52 -12 5.6 +1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 58 -18 5.6 +1.8
FFOG Franklin Focused Growth ETF 3.1 61 -21 2.5 -1.3
CGUS Capital Group Core Equity ETF 3.0 33 7 4.6 +0.8
AGQI First Trust Active Global Quality Income ETF 3.0 85 -45 4.9 +1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.0 20 20 6.8 +3.0
LQPE PEO AlphaQuest Thematic PE ETF 3.0 125 -85 6.8 +3.0
VIG Vanguard Dividend Appreciation ETF 3.0 6 34 5.8 +2.0
MTUM iShares MSCI USA Momentum Factor ETF 3.0 15 25 3.6 -0.1
HLGE Hartford Longevity Economy ETF 2.9 44 -4 6.5 +2.8
TMFG Motley Fool Global Opportunities ETF 2.9 85 -45 3.8 +0.1
SIZE iShares MSCI USA Size Factor ETF 2.9 15 25 6.1 +2.3
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 22 5.4 +1.7
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 15 6.2 +2.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.9 9 31 5.2 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 2.8 13 27 3.2 -0.5
EVX VanEck Environmental Services ETF 2.8 55 -15 2.3 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 31 6.3 +2.6
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.9 +1.2
ITAN Sparkline Intangible Value ETF 2.8 50 -10 6.6 +2.9
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.8 19 21 5.4 +1.6
RECS Columbia Research Enhanced Core ETF 2.8 15 25 6.2 +2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.8 40 0 3.9 +0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 26 5.9 +2.2
VOOV Vanguard S&P 500 Value ETF 2.8 10 30 6.6 +2.8
OALC OneAscent Large Cap Core ETF 2.8 86 -46 4.4 +0.6
IVE iShares S&P 500 Value ETF 2.8 18 22 6.5 +2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 2.8 59 -19 2.9 -0.9
SPYV SPDR Portfolio S&P 500 Value ETF 2.8 4 36 6.6 +2.9
IJR iShares Core S&P Small Cap ETF 2.8 6 34 8.3 +4.6
MGV Vanguard Mega Cap Value ETF 2.7 7 33 6.9 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.7 64 -24 2.4 -1.4
ACVF American Conservative Values ETF 2.7 75 -35 4.5 +0.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 5.2 +1.4
PWB Invesco Large Cap Growth ETF 2.7 56 -16 2.9 -0.9
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -55 3.9 +0.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 20 4.4 +0.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.7 59 -19 6.3 +2.6
QVML Invesco S&P 500 QVM Multi-factor ETF 2.7 11 29 5.3 +1.6
SPMO Invesco S&P 500 Momentum ETF 2.7 13 27 3.8 +0.1
KRMA Global X Conscious Companies ETF 2.7 43 -3 6.0 +2.3
MDLV Morgan Dempsey Large Cap Value ETF 2.6 58 -18 7.6 +3.9
IUSV iShares Core S&P US Value ETF 2.6 4 36 6.8 +3.0
ESGV Vanguard ESG U.S. Stock ETF 2.6 9 31 5.0 +1.3
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 25 4.9 +1.1
VIOO Vanguard S&P Small-Cap 600 ETF 2.6 10 30 8.3 +4.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.6 3 37 8.3 +4.6
KNO AXS Knowledge Leaders ETF 2.6 78 -38 6.1 +2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -25 3.3 -0.5
FDWM Fidelity Women's Leadership ETF 2.6 59 -19 5.3 +1.5
STXD Strive 1000 Dividend Growth ETF 2.6 35 5 5.1 +1.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.6 18 22 5.9 +2.1
SLYG SPDR S&P 600 Small Cap Growth ETF 2.6 15 25 5.9 +2.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.6 15 25 5.9 +2.2
KOCG FIS Knights of Columbus Global Belief ETF 2.6 75 -35 5.1 +1.4
SDY SPDR S&P Dividend ETF 2.6 35 5 6.7 +2.9
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 30 5.4 +1.7
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 7.9 +4.1
BFOR ALPS Barron's 400 ETF 2.5 65 -25 6.2 +2.5
VBK Vanguard Small-Cap Growth ETF 2.5 7 33 2.0 -1.8
XVV iShares ESG Screened S&P 500 ETF 2.5 8 32 5.1 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 28 6.0 +2.2
GK AdvisorShares Gerber Kawasaki ETF 2.5 75 -35 2.7 -1.1
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 4 5.1 +1.3
PDP Invesco Dorsey Wright Momentum ETF 2.5 62 -22 3.8 +0.1
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 36 6.3 +2.5
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.5 +1.7
FBOT Fidelity Disruptive Automation ETF 2.5 50 -10 3.9 +0.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 22 7.9 +4.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 5.1 +1.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.5 49 -9 5.1 +1.3
VTV Vanguard Value ETF 2.5 4 36 7.2 +3.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.5 12 28 4.8 +1.0
NANC Unusual Whales Subversive Democratic Trading ETF 2.5 75 -35 3.9 +0.2
LFSC F/m Emerald Life Sciences Innovation ETF 2.5 79 -39 0.0 -3.8
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.4 39 1 3.7 -0.0
TOLL Tema Monopolies and Oligopolies ETF 2.4 75 -35 3.8 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 2.4 6 34 3.0 -0.8
JGRO JPMorgan Active Growth ETF 2.4 44 -4 3.7 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 11 7.6 +3.8
VTWG Vanguard Russell 2000 Growth ETF 2.4 15 25 1.5 -2.2
INRO iShares U.S. Industry Rotation Active ETF 2.4 42 -2 5.0 +1.2
IWO iShares Russell 2000 Growth ETF 2.4 24 16 1.5 -2.3
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 22 7.0 +3.2
DGRO iShares Core Dividend Growth ETF 2.4 8 32 6.7 +2.9
KLMN Invesco MSCI North America Climate ETF 2.4 9 31 5.3 +1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 9 2.6 -1.2
GVLU Gotham 1000 Value ETF 2.4 50 -10 9.3 +5.6
STXG Strive 1000 Growth ETF 2.4 18 22 4.1 +0.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 20 5.0 +1.2
MOTE VanEck Morningstar ESG Moat ETF 2.3 49 -9 5.9 +2.2
IWR iShares Russell Midcap ETF 2.3 19 21 6.1 +2.3
ILCV iShares Morningstar Value ETF 2.3 4 36 6.9 +3.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.3 48 -8 6.1 +2.3
VOTE TCW Transform 500 ETF 2.3 5 35 5.2 +1.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 28 5.7 +1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 5.1 +1.4
FDG American Century Focused Dynamic Growth ETF 2.3 45 -5 2.2 -1.6
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 12 5.8 +2.0
VOO Vanguard S&P 500 ETF 2.3 3 37 5.3 +1.5
TMFX Motley Fool Next Index ETF 2.3 50 -10 2.9 -0.9
IVV iShares Core S&P 500 ETF 2.3 3 37 5.3 +1.5
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 38 5.3 +1.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 40 5.2 +1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 5.2 +1.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 8 5.2 +1.4
STRV Strive 500 ETF 2.3 5 35 5.1 +1.3
SPY SPDR S&P 500 ETF Trust 2.3 9 31 5.2 +1.5
EMOT First Trust S&P 500 Economic Moat ETF 2.3 60 -20 7.1 +3.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.3 25 15 5.4 +1.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 20 5.2 +1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.4 +1.6
VUG Vanguard Growth ETF 2.3 4 36 4.2 +0.4
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.6 +1.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 5.2 +1.4
QUVU Hartford Quality Value ETF 2.3 46 -6 7.4 +3.6
VV Vanguard Large-Cap ETF 2.3 4 36 5.1 +1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 5.2 +1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 37 5.5 +1.7
APUE ActivePassive U.S. Equity ETF 2.2 45 -5 5.0 +1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 2.2 18 22 5.0 +1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 10 8.5 +4.7
SFY SoFi Select 500 ETF 2.2 0 40 4.7 +0.9
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 37 5.2 +1.4
PBUS Invesco MSCI USA ETF 2.2 4 36 5.2 +1.4
DFUS Dimensional U.S. Equity ETF 2.2 9 31 5.1 +1.4
IWB iShares Russell 1000 ETF 2.2 15 25 5.2 +1.4
VONE Vanguard Russell 1000 ETF 2.2 8 32 5.2 +1.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 28 4.7 +0.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.2 15 25 5.5 +1.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.2 35 5 4.4 +0.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.2 31 9 7.2 +3.5
IWV iShares Russell 3000 ETF 2.2 20 20 5.1 +1.3
VTHR Vanguard Russell 3000 ETF 2.2 10 30 5.2 +1.4
VTI Vanguard Total Stock Market ETF 2.2 3 37 5.2 +1.4
TMFS Motley Fool Small-Cap Growth ETF 2.2 85 -45 3.6 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 37 5.2 +1.5
IYY iShares Dow Jones U.S. ETF 2.2 20 20 5.1 +1.3
IWL iShares Russell Top 200 ETF 2.2 15 25 4.9 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -5 3.5 -0.3
SCHX Schwab U.S. Large-Cap ETF 2.1 3 37 5.3 +1.5
GQQQ Astoria US Quality Growth Kings ETF 2.1 35 5 5.0 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 -10 8.5 +4.8
SCHK Schwab 1000 Index ETF 2.1 5 35 5.3 +1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 25 6.3 +2.6
ILCG iShares Morningstar Growth ETF 2.1 4 36 3.9 +0.2
SCHB Schwab U.S. Broad Market ETF 2.1 3 37 5.3 +1.6
VYM Vanguard High Dividend Yield Index ETF 2.1 6 34 7.5 +3.7
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 13 9.5 +5.7
MAGA Point Bridge America First ETF 2.1 72 -32 6.2 +2.4
QQMG Invesco ESG NASDAQ 100 ETF 2.1 20 20 4.3 +0.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.1 29 11 4.5 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.1 70 -30 3.0 -0.8
MGC Vanguard Mega Cap ETF 2.1 7 33 4.9 +1.2
SUSA iShares MSCI USA ESG Select ETF 2.1 25 15 5.0 +1.3
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 23 7.1 +3.4
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.1 65 -25 3.8 -0.0
FYC First Trust Small Cap Growth AlphaDEX Fund 2.1 71 -31 0.5 -3.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.1 24 16 8.3 +4.5
FSCS First Trust SMID Capital Strength ETF 2.0 60 -20 7.1 +3.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -55 0.6 -3.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 25 4.7 +0.9
RVRB Reverb ETF 2.0 30 10 4.9 +1.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -15 11.0 +7.3
NIXT Research Affiliates Deletions ETF 2.0 9 31 6.0 +2.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 31 5.5 +1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.0 49 -9 4.8 +1.1
CHGX AXS Change Finance ESG ETF 2.0 49 -9 5.1 +1.3
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 30 4.9 +1.1
MGK Vanguard Mega Cap Growth ETF 1.9 7 33 4.3 +0.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 7.3 +3.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.9 10 30 4.5 +0.8
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 6.7 +3.0
DFVX Dimensional US Large Cap Vector ETF 1.9 22 18 6.5 +2.8
LRGF iShares U.S. Equity Factor ETF 1.9 8 32 5.8 +2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -35 4.3 +0.5
PSC Principal U.S. Small-Cap ETF 1.9 38 2 7.2 +3.4
EPS WisdomTree U.S. LargeCap Fund 1.9 8 32 6.1 +2.3
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 12 4.4 +0.7
BEEX BeeHive ETF 1.9 84 -44 4.7 +0.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.9 9 31 4.8 +1.1
FTDS First Trust Dividend Strength ETF 1.9 70 -30 8.1 +4.4
ROE Astoria US Quality Kings ETF 1.9 49 -9 6.9 +3.1
SMAP Amplify Small-Mid Cap Equity ETF 1.9 60 -20 5.8 +2.0
DFSU Dimensional US Sustainability Core 1 ETF 1.9 18 22 5.7 +2.0
QQQM Invesco NASDAQ 100 ETF 1.9 15 25 4.4 +0.6
IVW iShares S&P 500 Growth ETF 1.9 18 22 4.2 +0.4
SPYG SPDR Portfolio S&P 500 Growth ETF 1.9 4 36 4.3 +0.6
VOOG Vanguard S&P 500 Growth ETF 1.9 10 30 4.3 +0.5
IBOT Vaneck Robotics ETF 1.9 47 -7 4.8 +1.1
QQQ Invesco QQQ Trust Series I 1.9 20 20 4.3 +0.5
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 5.4 +1.6
IUSG iShares Core S&P U.S. Growth ETF 1.9 4 36 4.4 +0.7
QUS SPDR MSCI USA StrategicFactors ETF 1.9 15 25 5.8 +2.1
ESGU iShares ESG Aware MSCI USA ETF 1.9 15 25 5.1 +1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 28 5.3 +1.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 -5 3.1 -0.7
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 2 4.9 +1.1
HDUS Hartford Disciplined US Equity ETF 1.8 19 21 6.0 +2.2
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 22 7.1 +3.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 -40 6.2 +2.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 6.1 +2.4
STXV Strive 1000 Value ETF 1.8 18 22 8.4 +4.6
QTOP iShares Nasdaq Top 30 Stocks ETF 1.8 20 20 4.5 +0.7
VOE Vanguard Mid-Cap Value ETF 1.8 7 33 7.9 +4.2
LYLD Cambria Large Cap Shareholder Yield ETF 1.8 59 -19 10.1 +6.4
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 3.4 -0.3
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -49 4.5 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 6.5 +2.8
DSMC Distillate Small/Mid Cash Flow ETF 1.8 55 -15 14.2 +10.4
FTA First Trust Large Cap Value AlphaDEX Fund 1.8 59 -19 9.6 +5.9
LIVR Intelligent Livermore ETF 1.8 69 -29 6.5 +2.7
SFYX SoFi Next 500 ETF 1.8 0 40 6.0 +2.2
USMV iShares MSCI USA Min Vol Factor ETF 1.8 15 25 5.6 +1.8
BLES Inspire Global Hope ETF 1.8 61 -21 7.0 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.4 +1.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 25 8.4 +4.6
BDIV AAM Brentview Dividend Growth ETF 1.7 49 -9 4.7 +1.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.7 25 15 8.4 +4.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 22 4.3 +0.5
BGDV Bahl & Gaynor Dividend ETF 1.7 45 -5 4.9 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 23 6.3 +2.5
DGT SPDR Global Dow ETF 1.7 50 -10 7.4 +3.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 31 5.0 +1.3
FVD First Trust Value Line Dividend Index Fund 1.7 65 -25 6.3 +2.6
SPHQ Invesco S&P 500 Quality ETF 1.7 15 25 5.2 +1.4
IWS iShares Russell Mid-Cap Value ETF 1.7 23 17 7.1 +3.4
DCOR Dimensional US Core Equity 1 ETF 1.7 14 26 5.7 +1.9
IUS Invesco RAFI Strategic US ETF 1.7 19 21 7.0 +3.3
TOK iShares MSCI Kokusai ETF 1.7 26 14 5.3 +1.6
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -19 3.2 -0.6
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -10 5.4 +1.6
GSPY Gotham Enhanced 500 ETF 1.6 50 -10 5.6 +1.8
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 6.5 +2.7
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 6.0 +2.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 28 4.7 +0.9
AFLG First Trust Active Factor Large Cap ETF 1.6 55 -15 6.3 +2.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 23 5.9 +2.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 8.4 +4.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 10 4.8 +1.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.6 49 -9 6.4 +2.6
SSPY Syntax Stratified LargeCap ETF 1.6 30 10 6.9 +3.1
URTH iShares MSCI World ETF 1.6 24 16 5.4 +1.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.6 35 5 5.5 +1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 7.2 +3.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 6.5 +2.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 -25 6.6 +2.8
FYX First Trust Small Cap Core AlphaDEX Fund 1.6 61 -21 6.8 +3.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 33 5.3 +1.5
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -10 7.6 +3.8
FQAL Fidelity Quality Factor ETF 1.6 15 25 5.8 +2.1
VTWO Vanguard Russell 2000 ETF 1.6 10 30 4.9 +1.1
SCHA Schwab U.S. Small-Cap ETF 1.6 4 36 6.7 +2.9
IWM iShares Russell 2000 ETF 1.6 19 21 4.9 +1.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 32 5.3 +1.5
RSSL Global X Russell 2000 ETF 1.5 8 32 4.8 +1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.5 10 30 4.6 +0.8
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 4.8 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -2 5.6 +1.9
OEF iShares S&P 100 ETF 1.5 20 20 4.9 +1.1
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 35 8.3 +4.5
RGEF Rockefeller Global Equity ETF 1.5 55 -15 5.1 +1.3
MGRO VanEck Morningstar Wide Moat Growth ETF 1.5 49 -9 4.6 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.5 17 23 6.2 +2.4
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 10.4 +6.6
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -9 5.8 +2.1
JAVA JPMorgan Active Value ETF 1.5 44 -4 6.7 +3.0
JPEF JPMorgan Equity Focus ETF 1.5 50 -10 4.5 +0.8
HDV iShares Core High Dividend ETF 1.5 8 32 7.0 +3.3
FDLO Fidelity Low Volatility Factor ETF 1.5 15 25 5.5 +1.8
SPHB Invesco S&P 500 High Beta ETF 1.5 25 15 5.0 +1.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.5 35 5 7.3 +3.5
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 1 7.2 +3.4
VB Vanguard Small-Cap ETF 1.5 5 35 6.5 +2.8
FFTY Innovator IBD 50 ETF 1.5 80 -40 -0.4 -4.1
SCHM Schwab U.S. Mid-Cap ETF 1.5 4 36 7.1 +3.3
CGDG Capital Group Dividend Growers ETF 1.5 47 -7 6.3 +2.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 36 4.2 +0.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 15 25 6.2 +2.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.4 55 -15 5.9 +2.1
QQQS Invesco NASDAQ Future Gen 200 ETF 1.4 20 20 -3.7 -7.4
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 27 6.6 +2.8
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -45 6.9 +3.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.4 15 25 6.2 +2.4
SHE SPDR MSCI USA Gender Diversity ETF 1.4 20 20 5.1 +1.4
ACWI iShares MSCI ACWI ETF 1.4 32 8 5.9 +2.1
XSMO Invesco S&P SmallCap Momentum ETF 1.4 39 1 5.9 +2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 25 9.7 +5.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.4 12 28 7.7 +3.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 6.1 +2.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.4 30 10 9.1 +5.3
STXK Strive Small-Cap ETF 1.4 18 22 6.6 +2.9
AVUS Avantis U.S. Equity ETF 1.4 15 25 6.2 +2.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 6.9 +3.1
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 6.4 +2.6
WRND IQ Global Equity R&D Leaders ETF 1.4 18 22 8.9 +5.1
NUSC Nuveen ESG Small-Cap ETF 1.3 31 9 5.8 +2.0
VT Vanguard Total World Stock ETF 1.3 7 33 6.2 +2.4
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 22 10.9 +7.1
SLYV SPDR S&P 600 Small Cap Value ETF 1.3 15 25 10.9 +7.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 15 25 10.9 +7.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 7.0 +3.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 20 6.2 +2.5
IWF iShares Russell 1000 Growth ETF 1.3 19 21 4.6 +0.8
VONG Vanguard Russell 1000 Growth ETF 1.3 8 32 4.7 +0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 12 6.2 +2.5
PWV Invesco Large Cap Value ETF 1.3 55 -15 7.6 +3.9
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 7.0 +3.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 33 6.5 +2.8
VFVA Vanguard U.S. Value Factor ETF 1.3 13 27 11.9 +8.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 2 8.0 +4.3
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 5 8.1 +4.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 8.5 +4.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 11 6.7 +2.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 11 6.6 +2.8
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 20 7.8 +4.0
TMFC Motley Fool 100 Index ETF 1.3 50 -10 3.7 -0.1
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 15 5.8 +2.0
NULC Nuveen ESG Large-Cap ETF 1.3 21 19 5.0 +1.2
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -8 4.7 +1.0
VLU SPDR S&P 1500 Value Tilt ETF 1.2 12 28 7.9 +4.2
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 25 7.5 +3.7
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 15 7.6 +3.8
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 12 6.6 +2.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 15 7.5 +3.8
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 34 8.6 +4.8
LGRO Level Four Large Cap Growth Active ETF 1.2 55 -15 4.0 +0.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.2 25 15 12.2 +8.5
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 19 4.1 +0.3
JGLO JPMorgan Global Select Equity ETF 1.2 33 7 5.2 +1.4
DIVB iShares Core Dividend ETF 1.2 5 35 8.0 +4.2
FESM Fidelity Enhanced Small Cap ETF 1.2 28 12 8.2 +4.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 7.5 +3.8
VXF Vanguard Extended Market ETF 1.1 6 34 5.1 +1.4
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 15 6.5 +2.7
RWL Invesco S&P 500 Revenue ETF 1.1 39 1 7.1 +3.3
IWY iShares Russell Top 200 Growth ETF 1.1 20 20 4.7 +1.0
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.3 +1.5
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 7.2 +3.5
VERS ProShares Metaverse ETF 1.1 58 -18 -0.3 -4.1
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -19 4.7 +0.9
MDY SPDR S&P Midcap 400 ETF Trust 1.1 24 16 7.7 +3.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.1 75 -35 0.5 -3.2
IJH iShares Core S&P Mid-Cap ETF 1.1 5 35 7.9 +4.1
DSI iShares MSCI KLD 400 Social ETF 1.1 25 15 5.1 +1.4
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 1 8.8 +5.0
STXM Strive Mid-Cap ETF 1.0 18 22 6.6 +2.9
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 28 8.8 +5.1
NULV Nuveen ESG Large-Cap Value ETF 1.0 26 14 6.5 +2.7
COWS Amplify Cash Flow Dividend Leaders ETF 1.0 0 40 13.1 +9.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 6.7 +3.0
DFSV Dimensional US Small Cap Value ETF 1.0 31 9 11.2 +7.5
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -36 5.2 +1.4
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 7.0 +3.2
EES WisdomTree U.S. SmallCap Fund 1.0 38 2 9.6 +5.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.0 3 37 7.9 +4.1
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 10 30 7.8 +4.1
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -20 8.1 +4.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 20 6.0 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 1.0 30 10 6.2 +2.4
AIEQ AI Powered Equity ETF 1.0 75 -35 5.4 +1.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 10.3 +6.6
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 6.4 +2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -27 10.9 +7.1
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 22 5.5 +1.8
SPGP Invesco S&P 500 GARP ETF 0.9 34 6 9.8 +6.1
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -25 9.0 +5.2
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -40 4.6 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 34 10.0 +6.2
FNX First Trust Mid Cap Core AlphaDEX Fund 0.9 60 -20 8.1 +4.3
ROUS Hartford Multifactor US Equity ETF 0.9 19 21 7.3 +3.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 30 5.2 +1.4
OPTZ Optimize Strategy Index ETF 0.9 50 -10 5.3 +1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.9 60 -20 7.0 +3.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.9 49 -9 4.4 +0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 6.5 +2.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -15 4.8 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 5.2 +1.4
FPX First Trust US Equity Opportunities ETF 0.8 61 -21 1.1 -2.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.8 60 -20 10.5 +6.7
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 5 10.0 +6.2
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 12 10.4 +6.6
TAX Cambria Tax Aware ETF 0.8 49 -9 5.3 +1.5
GLOF iShares Global Equity Factor ETF 0.8 20 20 6.9 +3.1
MOTG VanEck Morningstar Global Wide Moat ETF 0.8 52 -12 6.8 +3.1
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 6 5.7 +1.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -35 5.4 +1.6
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 5.1 +1.3
IOO iShares Global 100 ETF 0.8 41 -1 5.2 +1.5
XLG Invesco S&P 500 Top 50 ETF 0.8 20 20 4.7 +1.0
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -35 7.8 +4.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.8 +4.0
WCEO Hypatia Women CEO ETF 0.8 85 -45 5.0 +1.2
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.5 +0.7
VFMF Vanguard U.S. Multifactor ETF 0.8 18 22 8.4 +4.7
EBI Longview Advantage ETF 0.7 35 5 7.0 +3.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 15 6.0 +2.3
TTAC FCF US Quality ETF 0.7 59 -19 6.3 +2.5
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.8 +3.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.7 39 1 6.2 +2.5
VBR Vanguard Small Cap Value ETF 0.7 7 33 9.7 +6.0
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 2 9.2 +5.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 9.2 +5.4
CCMG CCM Global Equity ETF 0.7 34 6 8.9 +5.2
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 7.3 +3.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 21 6.6 +2.9
SMMD iShares Russell 2500 ETF 0.6 15 25 6.8 +3.0
VTWV Vanguard Russell 2000 Value ETF 0.6 15 25 8.4 +4.6
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 18 5.7 +2.0
IWN iShares Russell 2000 Value ETF 0.6 24 16 8.4 +4.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.6 20 20 5.8 +2.1
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 5.4 +1.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -19 6.5 +2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 22 9.5 +5.7
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 25 9.5 +5.8
GOP Unusual Whales Subversive Republican Trading ETF 0.6 50 -10 6.2 +2.4
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 9.7 +6.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 8.1 +4.3
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 3 6.3 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 15 25 9.5 +5.8
QDF FlexShares Quality Dividend Index Fund 0.6 37 3 6.6 +2.9
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 8.8 +5.1
VUSE Vident U.S. Equity Strategy ETF 0.5 50 -10 4.6 +0.9
XT iShares Exponential Technologies ETF 0.5 46 -6 5.7 +1.9
DSTL Distillate US Fundamental Stability & Value ETF 0.5 39 1 8.6 +4.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -20 10.2 +6.5
ISMD Inspire Small/Mid Cap ETF 0.5 54 -14 6.4 +2.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -19 11.9 +8.2
CZA Invesco Zacks Mid-Cap ETF 0.5 72 -32 6.6 +2.8
RDVY First Trust Rising Dividend Achievers ETF 0.5 50 -10 7.8 +4.0
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 6.1 +2.3
DUHP Dimensional US High Profitability ETF 0.5 21 19 6.6 +2.8
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.4 +2.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 8.0 +4.2
RPV Invesco S&P 500 Pure Value ETF 0.5 35 5 11.1 +7.4
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 2.1 -1.6
DURA VanEck Durable High Dividend ETF 0.4 29 11 8.9 +5.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 10.9 +7.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 4.4 +0.6
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 4.3 +0.5
VIDI Vident International Equity Strategy ETF 0.4 61 -21 11.2 +7.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 9.8 +6.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 10.1 +6.3
TMAT Main Thematic Innovation ETF 0.4 164 -124 -1.5 -5.3
IWC iShares Micro-Cap ETF 0.4 60 -20 -0.7 -4.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 22 5.7 +2.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.3 15 25 7.4 +3.7
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 25 8.2 +4.5
COWZ Pacer US Cash Cows 100 ETF 0.3 49 -9 9.8 +6.0
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 10.3 +6.5
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 20 5.8 +2.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 25 8.4 +4.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -33 12.1 +8.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.9 +6.1
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 20 10.0 +6.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 -20 2.2 -1.6
ISRA VanEck Israel ETF 0.2 59 -19 7.3 +3.5
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 21 0.8 -3.0
IBB iShares Biotechnology ETF 0.2 45 -5 0.9 -2.9
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 2.0 -1.7
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 8.2 +4.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 11.7 +8.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 10 8.3 +4.5
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.7 +3.9
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 8.5 +4.7
OSCV Opus Small Cap Value ETF 0.2 79 -39 7.1 +3.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 4.8 +1.1
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 5.4 +1.7
IBRN iShares Neuroscience and Healthcare ETF 0.2 47 -7 0.0 -3.8
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.9 +2.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 5.0 +1.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -5 9.0 +5.2
VEGN US Vegan Climate ETF 0.1 60 -20 4.7 +1.0
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 15 10.9 +7.1
ARB AltShares Merger Arbitrage ETF 0.0 77 -37 3.9 +0.2
ARKG ARK Genomic Revolution ETF 0.0 75 -35 0.0 -3.8
FITE SPDR S&P Kensho Future Security ETF 0.0 45 -5 2.3 -1.5
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -7 10.1 +6.3
PKW Invesco Buyback Achievers ETF 0.0 62 -22 7.8 +4.0

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

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RESULTS & ESTIMATES

  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 15.9 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.52 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.