iShares U.S. Medical Devices ETF
ALTAR
Score™		 5.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 21.2x P/Sales
ratio		 3.6x
P/BV
ratio		 3.1x Div.
yield		 1.0%


  • 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) $3,055
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 16.5 %
INTUITIVE SURGICAL INC 15.6 %
STRYKER CORP 11.0 %
EDWARDS LIFESCIENCES CORP 5.3 %
IDEXX LABORATORIES INC 4.9 %
BECTON DICKINSON AND CO 4.8 %
MEDTRONIC PLC 4.8 %
GE HEALTHCARE TECHNOLOGIES INC. 4.4 %
RESMED INC 4.2 %
DEXCOM INC 4.2 %
Total 75.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.5 %
IRELAND 7.9 %
BRITAIN 0.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-21.2% -20.6% -2.8% 8.8% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.64 20%
MSCI EAFE 0.54 23%
MSCI Emg. Mkts. 0.28 11%

Technical Indicators
Recent close $49.67
30d moving avg. $49.54
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 44

Liquidity measures
Avg. volume (thou.) 2,610
Turnover 4.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 673 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™: 5.0%


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 32.3 70 -30 5.1 +0.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 23.4 40 0 7.3 +2.3
HEAL Global X HealthTech ETF 21.0 50 -10 -1.5 -6.5
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 19.9 65 -25 0.6 -4.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 18.0 68 -28 2.4 -2.5
AGNG Global X Aging Population ETF 17.6 50 -10 4.3 -0.6
FDHT Fidelity Digital Health ETF 16.4 39 1 1.7 -3.2
IYH iShares U.S. Healthcare ETF 16.0 40 0 5.8 +0.9
FXH First Trust Health Care AlphaDEX Fund 15.8 62 -22 4.7 -0.3
XLV Health Care Select Sector SPDR 15.8 8 32 6.6 +1.6
GDOC Goldman Sachs Future Health Care Equity ETF 15.6 75 -35 1.0 -4.0
FHLC Fidelity MSCI Health Care Index ETF 15.5 8 32 5.3 +0.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 15.1 85 -45 4.1 -0.9
VHT Vanguard Health Care ETF 14.9 9 31 5.1 +0.2
BMED Future Health ETF 12.8 85 -45 1.3 -3.7
FMED Fidelity Disruptive Medicine ETF 12.7 50 -10 -1.2 -6.1
HART IQ Healthy Hearts ETF 12.1 45 -5 5.8 +0.9
HRTS Tema Heart & Health ETF 12.1 75 -35 2.9 -2.0
IXJ iShares Global Healthcare ETF 11.4 42 -2 6.3 +1.3
ANEW ProShares MSCI Transformational Changes ETF 10.3 45 -5 4.4 -0.6
CWS AdvisorShares Focused Equity ETF 9.6 84 -44 4.7 -0.2
MEDI Harbor Health Care ETF 9.3 80 -40 -1.4 -6.3
FTGS First Trust Growth Strength ETF 7.6 60 -20 3.6 -1.4
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.9 -0.1
JGRW Jensen Quality Growth ETF 7.1 57 -17 4.1 -0.9
USRD Themes US R&D Champions ETF 6.9 29 11 3.8 -1.1
BOTZ Global X Robotics & Artificial Intelligence ETF 6.8 69 -29 1.9 -3.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.8 60 -20 4.2 -0.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 6.5 49 -9 4.8 -0.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.4 60 -20 -1.5 -6.5
FLV American Century Focused Large Cap Value ETF 6.3 42 -2 6.0 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 6.2 85 -45 2.1 -2.8
SXQG ETC 6 Meridian Quality Growth ETF 5.6 100 -60 3.0 -1.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.4 40 0 5.1 +0.2
FTCS First Trust Capital Strength ETF 5.4 55 -15 5.6 +0.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.7 -1.2
PSET Principal Quality ETF 5.3 15 25 4.9 -0.1
MVAL VanEck Morningstar Wide Moat Value ETF 5.3 49 -9 6.3 +1.4
SMOT VanEck Morningstar SMID Moat ETF 5.3 49 -9 6.3 +1.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.2 58 -18 3.1 -1.9
QGRO American Century U.S. Quality Growth ETF 5.1 29 11 3.9 -1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.0 38 2 5.0 +0.1
DTEC ALPS Disruptive Technologies ETF 5.0 50 -10 3.7 -1.3
GGRW Gabelli Growth Innovators ETF 4.9 90 -50 2.0 -3.0
KNO AXS Knowledge Leaders ETF 4.9 78 -38 3.9 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 4.9 -0.0
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.0 +0.0
PAWZ ProShares Pet Care ETF 4.9 50 -10 4.3 -0.7
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 6.8 +1.8
ARB AltShares Merger Arbitrage ETF 4.8 77 -37 2.6 -2.3
NBDS Neuberger Berman Disrupters ETF 4.7 55 -15 0.7 -4.3
DURA VanEck Durable High Dividend ETF 4.6 29 11 6.3 +1.3
MID American Century Mid Cap Growth Impact ETF 4.5 45 -5 3.0 -2.0
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 2.2 -2.8
MOAT VanEck Morningstar Wide Moat ETF 4.5 46 -6 5.6 +0.6
CSD Invesco S&P Spin-Off ETF 4.4 65 -25 3.3 -1.7
ABEQ Absolute Select Value ETF 4.4 85 -45 4.5 -0.5
PSCH Invesco S&P SmallCap Health Care ETF 4.4 29 11 2.3 -2.7
QLTY GMO U.S. Quality ETF 4.3 50 -10 3.9 -1.1
SNSR Global X Internet of Things ETF 4.3 68 -28 3.1 -1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.2 35 5 10.9 +6.0
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.3 +0.3
JDOC JPMorgan Healthcare Leaders ETF 4.1 65 -25 3.5 -1.5
TMDV ProShares Russell US Dividend Growers ETF 4.0 35 5 6.2 +1.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -30 4.7 -0.3
FPAG FPA Global Equity ETF 4.0 49 -9 5.8 +0.8
SDY State Street SPDR S&P Dividend ETF 4.0 35 5 6.0 +1.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.9 49 -9 2.8 -2.2
PWB Invesco Large Cap Growth ETF 3.9 56 -16 1.9 -3.1
PINK Simplify Health Care ETF 3.8 50 -10 0.9 -4.1
FIW First Trust Water ETF 3.7 53 -13 5.1 +0.1
PCGG Polen Capital Global Growth ETF 3.7 85 -45 4.0 -1.0
MBCC Monarch Blue Chips Core ETF 3.7 125 -85 3.6 -1.3
RND First Trust Bloomberg R&D Leaders ETF 3.7 60 -20 2.5 -2.4
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 5.7 +0.7
DAK Dakota Active Equity ETF 3.7 43 -3 3.7 -1.3
IWP iShares Russell Mid-Cap Growth ETF 3.6 23 17 2.8 -2.1
GINN Goldman Sachs Innovate Equity ETF 3.6 52 -12 3.7 -1.3
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 31 9 1.8 -3.2
SEMG Suncoast Select Growth ETF 3.5 60 -20 3.8 -1.1
AGIQ Sofi Agentic AI ETF 3.5 69 -29 6.9 +1.9
PRAY FIS Christian Stock Fund 3.5 69 -29 3.9 -1.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 -12 4.8 -0.1
VOT Vanguard Mid-Cap Growth ETF 3.5 7 33 3.0 -1.9
FSGS First Trust SMID Growth Strength ETF 3.4 60 -20 4.8 -0.1
VSDA VictoryShares Dividend Accelerator ETF 3.4 35 5 6.4 +1.5
RNSC Furst Trust Small Cap US Equity Select ETF 3.4 60 -20 4.6 -0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.4 35 5 3.3 -1.7
MAVF Matrix Advisors Value ETF 3.3 75 -35 4.8 -0.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -10 3.5 -1.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.9 -1.0
IWFG IQ Winslow Focused Large Cap Growth ETF 3.2 65 -25 2.2 -2.8
CRTC Xtrackers US National Critical Technologies ETF 3.2 35 5 4.2 -0.8
AGRW Allspring LT Large Growth ETF 3.2 35 5 3.4 -1.6
BEEX BeeHive ETF 3.2 84 -44 3.7 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 5.4 +0.5
SCHD Schwab US Dividend Equity ETF 3.2 6 34 8.1 +3.1
BLCV iShares Large Cap Value Active ETF 3.2 53 -13 6.2 +1.2
CAML Congress Large Cap Growth ETF 3.1 66 -26 2.4 -2.6
CATH Global X S&P 500 Catholic Values Custom ETF 3.1 29 11 4.0 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 58 -18 5.0 +0.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 3.9 -1.0
FEGE First Eagle Global Equity ETF 3.1 79 -39 6.0 +1.0
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.3 +0.4
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 25 5.3 +0.3
MNZL Manzil Russell Halal USA Broad MarketETF 3.0 40 0 3.7 -1.3
BLCR iShares Large Cap Core Active ETF 3.0 36 4 2.8 -2.2
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.4 -2.6
AQEC AQE Core ETF 2.9 49 -9 5.3 +0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.9 15 25 7.4 +2.4
JEPI JPMorgan Equity Premium Income ETF 2.9 35 5 5.1 +0.1
SWP SWP Growth & Income ETF 2.9 99 -59 4.2 -0.8
DVND Touchstone Dividend Select ETF 2.9 67 -27 5.2 +0.2
RSP Invesco S&P 500 Equal Weight ETF 2.9 20 20 5.8 +0.8
CVAR Cultivar ETF 2.9 87 -47 7.1 +2.2
ITAN Sparkline Intangible Value ETF 2.9 50 -10 5.7 +0.8
CGDV Capital Group Dividend Value ETF 2.9 33 7 3.8 -1.2
LCF Touchstone US Large Cap Focused ETF 2.8 69 -29 3.7 -1.3
AVMC Avantis U.S. Mid Cap Equity ETF 2.8 18 22 5.9 +0.9
QDIV Global X S&P 500 Quality Dividend ETF 2.8 20 20 7.8 +2.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.8 12 28 5.6 +0.6
LFSC F/m Emerald Life Sciences Innovation ETF 2.8 79 -39 0.0 -5.0
ROBO ROBO Global Robotics & Automation Index ETF 2.8 95 -55 2.3 -2.7
VDIG Vanguard Wellington Dividend Growth Active ETF 2.7 40 0 4.4 -0.6
MOTG VanEck Morningstar Global Wide Moat ETF 2.7 52 -12 7.9 +2.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.6 35 5 5.3 +0.3
XOEF iShares S&P 500 ex S&P 100 ETF 2.6 20 20 4.5 -0.4
DFLV Dimensional US Large Cap Value ETF 2.6 22 18 6.0 +1.0
VALQ American Century U.S. Quality Value ETF 2.6 29 11 7.0 +2.0
DIVL Madison Dividend Value ETF 2.6 65 -25 4.8 -0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.6 40 0 5.2 +0.3
SIZE iShares MSCI USA Size Factor ETF 2.6 15 25 5.4 +0.4
UDI USCF Dividend Income Fund 2.6 65 -25 6.5 +1.5
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 31 5.4 +0.4
CHRI Global X S&P 500 Christian Values ETF 2.6 29 11 3.9 -1.0
LRGE ClearBridge Large Cap Growth ESG ETF 2.6 59 -19 2.7 -2.3
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.6 55 -15 8.6 +3.7
VO Vanguard Mid-Cap ETF 2.5 4 36 20.7 +15.8
LOUP Innovator Deepwater Frontier Tech ETF 2.5 70 -30 0.8 -4.2
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 5 4.3 -0.7
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 -20 8.6 +3.6
TMFX Motley Fool Next Index ETF 2.5 50 -10 2.9 -2.0
NIXT Research Affiliates Deletions ETF 2.5 9 31 6.4 +1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 34 3.2 -1.7
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.6 -0.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.4 9 31 5.1 +0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -9 7.8 +2.8
TMFG Motley Fool Global Opportunities ETF 2.4 85 -45 3.7 -1.3
CSMD Congress SMid Growth ETF 2.4 69 -29 3.4 -1.6
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.5 -0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.4 48 -8 5.6 +0.6
DFUV Dimensional US Marketwide Value ETF 2.3 22 18 5.9 +1.0
QQQS Invesco NASDAQ Future Gen 200 ETF 2.3 20 20 -3.5 -8.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 25 6.2 +1.2
BFOR ALPS Barron's 400 ETF 2.3 65 -25 4.8 -0.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.3 12 28 3.6 -1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.3 60 -20 5.9 +0.9
JOET Virtus Terranova US Quality Momentum ETF 2.3 29 11 3.7 -1.2
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.3 20 20 0.8 -4.2
PEXL Pacer US Export Leaders ETF 2.2 60 -20 2.9 -2.1
HLAL Wahed FTSE USA Shariah ETF 2.2 50 -10 3.6 -1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.2 45 -5 3.6 -1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 10 7.5 +2.5
ETHO Etho Climate Leadership U.S. ETF 2.2 47 -7 4.1 -0.8
DIVS SmartETFs Dividend Builder ETF 2.2 65 -25 4.4 -0.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 30 4.2 -0.8
SPXT ProShares S&P 500 Ex-Technology ETF 2.2 9 31 4.9 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 2.2 58 -18 5.7 +0.7
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 5.1 +0.2
FTA First Trust Large Cap Value AlphaDEX Fund 2.1 59 -19 7.5 +2.6
IWX iShares Russell Top 200 Value ETF 2.1 20 20 4.9 -0.1
KAT Scharf ETF 2.1 87 -47 6.3 +1.3
CHGX AXS Change Finance ESG ETF 2.1 49 -9 4.2 -0.8
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 5.9 +1.0
STXD Strive 1000 Dividend Growth ETF 2.1 35 5 4.3 -0.6
RAFE PIMCO RAFI ESG U.S. ETF 2.1 29 11 6.0 +1.1
JAVA JPMorgan Active Value ETF 2.1 44 -4 5.4 +0.4
VFVA Vanguard U.S. Value Factor ETF 2.1 13 27 9.2 +4.2
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 5.7 +0.7
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.1 49 -9 4.4 -0.6
VIG Vanguard Dividend Appreciation ETF 2.0 5 35 4.9 -0.1
DGRO iShares Core Dividend Growth ETF 2.0 8 32 5.5 +0.5
TMAT Main Thematic Innovation ETF 2.0 164 -124 -1.9 -6.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.0 27 13 6.4 +1.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 27 5.7 +0.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 25 8.6 +3.7
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -45 1.2 -3.7
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -20 5.2 +0.2
GLBL Pacer MSCI World Industry Advantage ETF 2.0 65 -25 3.4 -1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -9 4.5 -0.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 28 5.9 +0.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 20 3.9 -1.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 8.6 +3.7
PRXV Praxis Impact Large Cap Value ETF 2.0 36 4 5.4 +0.5
GKAT Scharf Global Opportunity ETF 2.0 57 -17 5.7 +0.8
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 8.5 +3.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -25 1.4 -3.6
DSTL Distillate US Fundamental Stability & Value ETF 2.0 39 1 7.9 +2.9
XMAG Defiance Large Cap ex-Mag 7 ETF 2.0 35 5 4.2 -0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -10 7.9 +2.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.9 12 28 3.3 -1.7
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 5.8 +0.8
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.8 +0.8
SUSA iShares MSCI USA ESG Select ETF 1.9 25 15 3.9 -1.0
CGGR Capital Group Growth ETF 1.9 39 1 2.5 -2.4
PBUS Invesco MSCI USA ETF 1.9 4 36 4.2 -0.8
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 36 5.4 +0.5
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -15 3.7 -1.3
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.3 -0.7
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.2 -1.8
DBSC Deepwater Beachfront Small Cap ETF 1.9 85 -45 1.1 -3.8
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.9 35 5 6.1 +1.2
SAGP Strategas Global Policy Opportunities ETF 1.9 65 -25 4.9 -0.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.0 -0.9
GVLU Gotham 1000 Value ETF 1.9 50 -10 8.2 +3.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.9 60 -20 7.6 +2.7
FDG American Century Focused Dynamic Growth ETF 1.9 45 -5 1.8 -3.2
GVUS Marketbeta Russell 1000 Value Equity ETF 1.9 12 28 5.3 +0.3
FFOX FundX Future Fund Opportunities ETF 1.8 100 -60 2.4 -2.5
NUSC Nuveen ESG Small-Cap ETF 1.8 31 9 4.8 -0.2
PSC Principal U.S. Small-Cap ETF 1.8 38 2 3.5 -1.4
VONV Vanguard Russell 1000 Value ETF 1.8 7 33 5.3 +0.4
JGLO JPMorgan Global Select Equity ETF 1.8 33 7 4.3 -0.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.1 -0.9
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 36 5.1 +0.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 20 6.0 +1.0
IWD iShares Russell 1000 Value ETF 1.8 19 21 5.2 +0.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.6 +1.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 3.9 -1.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.3 -0.7
MGV Vanguard Mega Cap Value ETF 1.8 7 33 5.3 +0.3
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.8 4 36 5.6 +0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.8 15 25 4.2 -0.8
KRMA Global X Conscious Companies ETF 1.8 43 -3 5.1 +0.2
ACVF American Conservative Values ETF 1.8 75 -35 3.6 -1.3
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 3.7 -1.2
VOE Vanguard Mid-Cap Value ETF 1.8 7 33 6.7 +1.7
VOOV Vanguard S&P 500 Value ETF 1.8 7 33 5.6 +0.6
IVE iShares S&P 500 Value ETF 1.8 18 22 5.5 +0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.7 15 25 2.9 -2.1
LRGC AB US Large Cap Strategic Equities ETF 1.7 48 -8 3.8 -1.1
BUL Pacer US Cash Cows Growth ETF 1.7 60 -20 3.4 -1.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 37 6.1 +1.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 7 33 6.0 +1.0
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -29 3.8 -1.1
DSPY Tema S&P 500 Historical Weight ETF 1.7 18 22 4.3 -0.7
AVMV Avantis U.S. Mid Cap Value ETF 1.7 20 20 7.1 +2.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -55 -0.6 -5.5
SNPG Xtrackers S&P 500 Growth ESG ETF 1.7 15 25 3.8 -1.2
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.0 -1.9
IJR iShares Core S&P Small Cap ETF 1.7 6 34 6.1 +1.1
IWO iShares Russell 2000 Growth ETF 1.7 24 16 0.5 -4.5
IUSV iShares Core S&P US Value ETF 1.7 4 36 5.7 +0.8
DIVN Horizon Dividend Income ETF 1.7 70 -30 6.4 +1.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.7 10 30 4.0 -1.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.7 15 25 4.0 -1.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 -0.6 -5.6
DEUS Xtrackers Russell US Multifactor ETF 1.7 17 23 6.3 +1.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 22 6.7 +1.7
AFSM First Trust Active Factor Small Cap ETF 1.7 75 -35 5.5 +0.5
ESGV Vanguard ESG U.S. Stock ETF 1.7 9 31 4.1 -0.9
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.7 35 5 2.9 -2.1
SPXN ProShares S&P 500 Ex-Financials ETF 1.7 9 31 4.0 -1.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.7 19 21 4.8 -0.2
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 13 8.0 +3.1
IWR iShares Russell Midcap ETF 1.6 19 21 5.2 +0.3
GSPY Gotham Enhanced 500 ETF 1.6 50 -10 4.4 -0.6
INRO iShares U.S. Industry Rotation Active ETF 1.6 42 -2 3.5 -1.5
STXV Strive 1000 Value ETF 1.6 18 22 6.7 +1.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 23 4.0 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 1.6 42 -2 5.3 +0.3
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 3.9 -1.1
TOPC iShares S&P 500 3% Capped ETF 1.6 15 25 4.3 -0.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.6 20 20 3.9 -1.1
VBK Vanguard Small-Cap Growth ETF 1.6 7 33 1.2 -3.7
IUS Invesco RAFI Strategic US ETF 1.6 19 21 5.5 +0.5
VTV Vanguard Value ETF 1.6 4 36 5.7 +0.7
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.5 -0.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.6 9 31 3.6 -1.4
ASLV Allspring Special Large Value ETF 1.6 35 5 5.2 +0.2
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 5.9 +0.9
HDV iShares Core High Dividend ETF 1.6 8 32 29.6 +24.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 34 2.7 -2.3
DGRW WisdomTree US Quality Dividend Growth Fund 1.6 28 12 4.9 -0.0
RVRB Reverb ETF 1.6 30 10 3.8 -1.2
TOLL Tema Durable Quality ETF 1.6 75 -35 3.7 -1.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 7.0 +2.0
RDVY First Trust Rising Dividend Achievers ETF 1.5 50 -10 4.9 -0.1
JHML John Hancock Multifactor Large Cap ETF 1.5 29 11 4.4 -0.6
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -36 3.1 -1.8
BIBL Inspire 100 ETF 1.5 35 5 4.0 -1.0
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.1 -0.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.5 15 25 5.0 +0.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -2 4.0 -1.0
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -20 7.7 +2.8
SPXE ProShares S&P 500 Ex-Energy ETF 1.5 9 31 4.0 -1.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 15 4.1 -0.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.5 40 0 3.0 -2.0
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.1 -1.9
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.1 -1.8
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -9 3.6 -1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 30 3.5 -1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.5 24 16 5.8 +0.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 36 5.1 +0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.4 65 -25 3.5 -1.4
OALC OneAscent Large Cap Core ETF 1.4 86 -46 3.3 -1.6
PTL Inspire 500 ETF 1.4 9 31 4.3 -0.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.4 15 25 3.6 -1.4
CZAR Themes Natural Monopoly ETF 1.4 35 5 5.4 +0.5
XT iShares Exponential Technologies ETF 1.4 46 -6 3.8 -1.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 4.1 -0.9
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 30 4.3 -0.7
BKLC BNY Mellon US Large Cap Core Equity ETF 1.4 0 40 4.1 -0.8
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 20 4.0 -1.0
OPTZ Optimize Strategy Index ETF 1.4 50 -10 3.2 -1.8
VTWG Vanguard Russell 2000 Growth ETF 1.4 10 30 0.6 -4.4
IJT iShares S&P Small-Cap 600 Growth ETF 1.4 18 22 3.5 -1.4
ISCB iShares Morningstar Small-Cap ETF 1.4 4 36 5.2 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.4 2 38 4.1 -0.8
VOTE TCW Transform 500 ETF 1.4 5 35 4.1 -0.9
AVSC Avantis U.S Small Cap Equity ETF 1.4 25 15 4.5 -0.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.4 12 28 6.1 +1.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.4 59 -19 4.8 -0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.2 -2.8
ILCG iShares Morningstar Growth ETF 1.4 4 36 3.0 -1.9
MAGA Point Bridge America First ETF 1.4 72 -32 5.1 +0.2
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -35 4.8 -0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 38 4.3 -0.7
SPY SPDR S&P 500 ETF 1.4 9 31 4.1 -0.8
AGQI First Trust Active Global Quality Income ETF 1.4 85 -45 6.3 +1.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 20 4.6 -0.4
VOO Vanguard S&P 500 ETF 1.4 3 37 4.2 -0.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 37 4.3 -0.6
VV Vanguard Large-Cap ETF 1.4 4 36 4.1 -0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.4 11 29 4.1 -0.9
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -15 4.0 -0.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.4 25 15 4.8 -0.1
EES WisdomTree U.S. SmallCap Fund 1.4 38 2 7.6 +2.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 1.2 -3.8
DGT State Street SPDR Global Dow ETF 1.4 50 -10 5.5 +0.6
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 8.5 +3.6
EQL Alps Equal Sector Weight ETF 1.4 25 15 5.1 +0.1
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.2 -0.8
IVV iShares Core S&P 500 ETF 1.3 3 37 4.2 -0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 31 4.3 -0.7
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 4 4.1 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 1.3 28 12 2.8 -2.1
GXLC Global X U.S. 500 ETF 1.3 2 38 4.1 -0.9
HDUS Hartford Disciplined US Equity ETF 1.3 19 21 4.7 -0.3
LRND IQ U.S. Large Cap R&D Leaders ETF 1.3 14 26 3.9 -1.0
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.1 -0.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -30 2.0 -3.0
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 22 4.6 -0.3
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.1 -0.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 11 7.1 +2.2
STRV Strive 500 ETF 1.3 5 35 4.1 -0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.3 20 20 5.8 +0.9
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -3 3.4 -1.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 5.9 +0.9
IWB iShares Russell 1000 ETF 1.3 15 25 4.1 -0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 22 3.9 -1.1
IWV iShares Russell 3000 ETF 1.3 20 20 4.0 -1.0
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 4.9 -0.1
VUG Vanguard Growth ETF 1.3 4 36 20.8 +15.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.1 -0.9
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.1 -0.9
OEI Optimized Equity Income ETF 1.3 75 -35 3.6 -1.4
NUMV Nuveen ESG Mid-Cap Value ETF 1.3 31 9 5.4 +0.5
FELV Fidelity Enhanced Large Cap Value ETF 1.3 18 22 5.5 +0.5
SCHK Schwab 1000 Index ETF 1.3 5 35 4.2 -0.8
DFUS Dimensional U.S. Equity ETF 1.3 9 31 4.0 -0.9
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.0 -0.9
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.2 -0.8
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.2 -0.7
APUE ActivePassive U.S. Equity ETF 1.3 45 -5 3.9 -1.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.3 12 28 3.4 -1.5
VYM Vanguard High Dividend Yield Index ETF 1.3 6 34 6.0 +1.0
PRXG Praxis Impact Large Cap Growth ETF 1.3 36 4 3.1 -1.9
FESM Fidelity Enhanced Small Cap ETF 1.3 28 12 2.2 -2.8
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 6 5.5 +0.5
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -49 4.2 -0.8
ENHU iShares Enhanced Large Cap Core Active ETF 1.3 22 18 4.1 -0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.3 20 20 4.2 -0.8
SCHA Schwab U.S. Small-Cap ETF 1.3 4 36 4.2 -0.8
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -19 3.5 -1.5
SSPY Syntax Stratified LargeCap ETF 1.3 30 10 5.9 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 1.3 18 22 5.5 +0.6
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 34 7.6 +2.6
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 -25 3.3 -1.6
RSSL Global X Russell 2000 ETF 1.2 8 32 2.6 -2.4
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 25 4.1 -0.8
IWL iShares Russell Top 200 ETF 1.2 15 25 3.9 -1.1
ILCV iShares Morningstar Value ETF 1.2 4 36 5.3 +0.3
USXF iShares ESG Advanced MSCI USA ETF 1.2 10 30 3.7 -1.3
STXG Strive 1000 Growth ETF 1.2 18 22 3.2 -1.8
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -35 0.9 -4.1
FPX First Trust US Equity Opportunities ETF 1.2 61 -21 0.7 -4.2
GPT Intelligent Alpha Atlas ETF 1.2 69 -29 6.1 +1.1
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 -14 9.5 +4.6
IWM iShares Russell 2000 ETF 1.2 19 21 2.5 -2.5
RAUS RACWI US ETF 1.2 15 25 4.1 -0.9
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.7 +0.7
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.2 20 20 4.2 -0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 23 4.8 -0.2
STXM Strive Mid-Cap ETF 1.2 18 22 5.8 +0.9
JQUA JPMorgan U.S. Quality Factor ETF 1.2 12 28 4.9 -0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.2 12 28 5.8 +0.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 2.9 -2.1
NULG Nuveen ESG Large-Cap Growth ETF 1.2 26 14 2.8 -2.2
RGEF Rockefeller Global Equity ETF 1.2 55 -15 3.8 -1.2
AIEQ AI Powered Equity ETF 1.2 75 -35 3.6 -1.3
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -45 5.1 +0.2
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 5.6 +0.7
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -39 3.3 -1.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -40 5.4 +0.5
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -21 5.1 +0.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 20 7.2 +2.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.2 17 23 4.6 -0.4
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 5 5.9 +0.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.2 30 10 3.7 -1.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 25 3.8 -1.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 2.8 -2.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.2 +2.3
DFAU Dimensional US Core Equity Market ETF 1.2 12 28 4.3 -0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.2 67 -27 8.5 +3.5
MGC Vanguard Mega Cap ETF 1.1 7 33 3.9 -1.1
ISMD Inspire Small/Mid Cap ETF 1.1 54 -14 4.8 -0.2
SFY SoFi Select 500 ETF 1.1 0 40 3.7 -1.3
USEW Cambria US EW ETF 1.1 30 10 4.1 -0.9
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.4 -0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 32 4.4 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -10 6.3 +1.3
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.6 -1.3
MDY SPDR S&P Midcap 400 ETF Trust 1.1 23 17 5.7 +0.8
IMCV iShares Morningstar Mid-Cap Value ETF 1.1 6 34 6.9 +1.9
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 25 4.8 -0.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -9 7.2 +2.2
GQQQ Astoria US Quality Growth Kings ETF 1.1 35 5 3.2 -1.8
SRHQ SRH U.S. Quality ETF 1.1 35 5 6.2 +1.2
MFVL Motley Fool Value Factor ETF 1.1 50 -10 5.8 +0.9
VTWO Vanguard Russell 2000 ETF 1.1 7 33 2.7 -2.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 36 5.5 +0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 22 3.0 -2.0
IWS iShares Russell Mid-Cap Value ETF 1.1 23 17 5.9 +0.9
DFAS Dimensional U.S. Small Cap ETF 1.1 26 14 5.4 +0.4
USMV iShares MSCI USA Min Vol Factor ETF 1.1 15 25 5.3 +0.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 5.9 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 5.9 +0.9
WCEO Hypatia Women CEO ETF 1.1 85 -45 4.6 -0.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.1 9 31 4.4 -0.6
IQM Franklin Intelligent Machines ETF 1.1 50 -10 1.0 -4.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.1 +0.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 2 6.8 +1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 5 6.8 +1.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 1 7.1 +2.2
VB Vanguard Small-Cap ETF 1.1 5 35 5.1 +0.1
DFVX Dimensional US Large Cap Vector ETF 1.1 22 18 5.2 +0.3
IJH iShares Core S&P Mid-Cap ETF 1.1 5 35 5.9 +0.9
VOOG Vanguard S&P 500 Growth ETF 1.1 7 33 18.4 +13.5
EPS WisdomTree U.S. LargeCap Fund 1.1 8 32 4.7 -0.3
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.0 5 35 7.1 +2.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 3.0 -1.9
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.4 +1.4
DXUV Dimensional US Vector Equity ETF 1.0 28 12 5.2 +0.2
STXK Strive Small-Cap ETF 1.0 18 22 5.0 +0.1
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 6.2 +1.3
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 27 5.4 +0.4
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 36 3.1 -1.9
LRGF iShares U.S. Equity Factor ETF 1.0 8 32 4.6 -0.4
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -9 3.7 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.0 14 26 4.1 -0.8
DCOR Dimensional US Core Equity 1 ETF 1.0 14 26 4.5 -0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.7 +0.7
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.2 -0.7
IVW iShares S&P 500 Growth ETF 1.0 18 22 2.9 -2.1
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 17.0 +12.1
SMMD iShares Russell 2500 ETF 1.0 15 25 5.3 +0.3
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 36 3.4 -1.6
VXF Vanguard Extended Market ETF 1.0 5 35 3.6 -1.3
AVUS Avantis U.S. Equity ETF 1.0 15 25 4.7 -0.3
TMFC Motley Fool 100 Index ETF 1.0 50 -10 3.0 -2.0
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 36 5.6 +0.6
GEW Cambria Global EW ETF 1.0 29 11 5.3 +0.4
STOX Horizon Core Equity ETF 1.0 70 -30 3.6 -1.4
SFTY Horizon Managed Risk ETF 1.0 77 -37 3.4 -1.5
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 10 4.0 -0.9
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 9.8 +4.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 4.8 -0.2
URTH iShares MSCI World ETF 1.0 24 16 4.3 -0.7
GURU Global X Guru Index ETF 1.0 75 -35 2.4 -2.6
VONG Vanguard Russell 1000 Growth ETF 0.9 7 33 3.6 -1.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 5.9 +1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -19 1.7 -3.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 6.6 +1.6
SPIT F/m Emerald Special Situations ETF 0.9 105 -65 -0.7 -5.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 0.9 7 33 4.4 -0.6
NUDV Nuveen ESG Dividend ETF 0.9 26 14 6.0 +1.0
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 10 5.2 +0.2
ULVM VictoryShares US Value Momentum ETF 0.9 20 20 6.0 +1.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.6 +1.6
IWC iShares Micro-Cap ETF 0.9 60 -20 -1.3 -6.3
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 25 4.5 -0.5
LOWV AB US Low Volatility Equity ETF 0.9 48 -8 4.4 -0.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 0.9 75 -35 5.9 +1.0
IWF iShares Russell 1000 Growth ETF 0.9 19 21 14.4 +9.5
FBOT Fidelity Disruptive Automation ETF 0.9 50 -10 2.9 -2.1
FDLO Fidelity Low Volatility Factor ETF 0.9 15 25 4.8 -0.1
VSLU Applied Finance Valuation Large Cap ETF 0.9 49 -9 4.9 -0.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 3.4 -1.6
FNDB Schwab Fundamental US Broad Market Index ETF 0.9 25 15 6.0 +1.1
BLES Inspire Global Hope ETF 0.9 61 -21 5.7 +0.7
QTOP iShares Nasdaq Top 30 Stocks ETF 0.9 20 20 2.7 -2.3
FFND Future Fund Active ETF 0.9 100 -60 4.3 -0.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 2 3.8 -1.1
RCGE RockCreek Global Equality ETF 0.9 95 -55 6.0 +1.1
AVUQ Avantis U.S. Quality ETF 0.9 15 25 3.6 -1.4
OEF iShares S&P 100 ETF 0.9 20 20 3.8 -1.2
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 15 6.1 +1.1
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 7.0 +2.0
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -15 3.0 -1.9
AQLT iShares MSCI Global Quality Factor ETF 0.9 18 22 0.0 -5.0
FMTM MarketDesk Focused U.S. Momentum ETF 0.9 45 -5 4.5 -0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -40 5.9 +0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 15 5.4 +0.4
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.6 -0.4
TAX Cambria Tax Aware ETF 0.8 49 -9 4.0 -0.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.8 30 10 3.6 -1.4
VT Vanguard Total World Stock ETF 0.8 6 34 4.9 -0.0
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.2 +0.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 6.2 +1.2
FFOG Franklin Focused Growth ETF 0.8 61 -21 1.5 -3.4
TPSC Timothy Plan US Small Cap Core ETF 0.8 52 -12 6.4 +1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -20 4.4 -0.5
IBOT Vaneck Robotics ETF 0.8 47 -7 3.2 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 31 4.8 -0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.8 25 15 7.5 +2.5
COWZ Pacer US Cash Cows 100 ETF 0.8 49 -9 7.7 +2.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 5.0 +0.1
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 3.7 -1.3
DLN WisdomTree U.S. LargeCap Dividend Fund 0.8 28 12 5.4 +0.4
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -2 5.8 +0.9
ONEQ Fidelity Nasdaq Composite Index ETF 0.8 21 19 2.8 -2.1
VUSV Vanguard Wellington U.S. Value Active ETF 0.7 30 10 5.7 +0.7
CGDG Capital Group Dividend Growers ETF 0.7 47 -7 5.1 +0.1
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 30 4.2 -0.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 28 3.2 -1.7
ROE Astoria US Quality Kings ETF 0.7 49 -9 5.1 +0.2
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 3.5 -1.5
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 12 5.6 +0.7
ROUS Hartford Multifactor US Equity ETF 0.7 19 21 5.2 +0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 20 4.7 -0.3
DSI iShares MSCI KLD 400 Social ETF 0.7 25 15 4.1 -0.9
JGRO JPMorgan Active Growth ETF 0.7 44 -4 2.4 -2.5
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 15 4.5 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 0.7 60 -20 4.7 -0.2
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -10 3.7 -1.3
YNOT Horizon Digital Frontier ETF 0.7 75 -35 2.5 -2.5
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 4.7 -0.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.7 49 -9 6.3 +1.3
ROSC Hartford Multifactor Small Cap ETF 0.7 34 6 6.9 +1.9
CGUS Capital Group Core Equity ETF 0.7 33 7 3.5 -1.4
DARP Grizzle Growth ETF 0.7 75 -35 1.6 -3.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -40 3.4 -1.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 20 5.7 +0.7
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 3.6 -1.4
IWN iShares Russell 2000 Value ETF 0.7 24 16 4.6 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 3.7 -1.3
PY Principal Value ETF 0.7 15 25 7.0 +2.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.7 60 -20 3.3 -1.7
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 4.4 -0.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.6 59 -19 4.2 -0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -35 3.1 -1.9
VBR Vanguard Small Cap Value ETF 0.6 7 33 7.6 +2.7
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 8.3 +3.4
SGLC SGI U.S. Large Cap Core ETF 0.6 85 -45 3.6 -1.3
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 28 6.5 +1.6
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 7.7 +2.8
DIVB iShares Core Dividend ETF 0.6 5 35 6.8 +1.8
THRO iShares U.S. Thematic Rotation Active ETF 0.6 90 -50 3.1 -1.9
MFIG Motley Fool Innovative Growth Factor ETF 0.6 50 -10 2.8 -2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.6 29 11 5.4 +0.4
JPSV JPMorgan Active Small Cap Value ETF 0.6 74 -34 7.2 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -20 6.0 +1.0
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 4.0 -1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.6 43 -3 4.7 -0.3
FDMO Fidelity Momentum Factor ETF 0.6 15 25 2.4 -2.6
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 10.6 +5.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.6 12 28 4.4 -0.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.5 79 -39 4.0 -1.0
DUHP Dimensional US High Profitability ETF 0.5 21 19 5.1 +0.2
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.5 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.5 10 30 4.2 -0.8
GK AdvisorShares Gerber Kawasaki ETF 0.5 75 -35 1.4 -3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -20 -0.9 -5.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.0 0.0
FDWM Fidelity Women's Leadership ETF 0.5 59 -19 3.8 -1.1
SMOX Horizon Small/Mid Cap Core Equity ETF 0.5 75 -35 5.1 +0.2
IBRN iShares Neuroscience and Healthcare ETF 0.5 47 -7 0.0 -5.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -9 5.0 +0.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 7.2 +2.3
VLUE iShares MSCI USA Value Factor ETF 0.5 15 25 6.0 +1.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.5 40 0 3.5 -1.4
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 22 4.3 -0.6
FQAL Fidelity Quality Factor ETF 0.5 15 25 4.8 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 27 1.6 -3.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 25 7.7 +2.7
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 22 7.7 +2.7
TTAC FCF US Quality ETF 0.4 59 -19 5.6 +0.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.4 10 30 7.8 +2.8
DEW WisdomTree Global High Dividend Fund 0.4 58 -18 7.1 +2.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 7.8 +2.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 7.5 +2.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 8.7 +3.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -20 6.4 +1.4
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 25 5.6 +0.7
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -20 9.4 +4.4
AVUV Avantis U.S. Small Cap Value ETF 0.4 25 15 7.7 +2.7
IOO iShares Global 100 ETF 0.4 41 -1 3.8 -1.1
SFGV Sequoia Global Value ETF 0.4 23 17 7.0 +2.0
JHDV John Hancock U.S. High Dividend ETF 0.4 34 6 5.7 +0.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 6.6 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 0.4 37 3 5.4 +0.4
QDF FlexShares Quality Dividend Index Fund 0.4 37 3 5.3 +0.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.4 30 10 2.5 -2.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 4.8 -0.2
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 8.5 +3.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.3 65 -25 4.4 -0.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.3 49 -9 7.9 +2.9
EQIN Columbia US Equity Income ETF 0.3 35 5 6.1 +1.1
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -25 6.7 +1.8
MEDX Horizon Kinetics Medical ETF 0.3 85 -45 1.5 -3.5
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.1 -2.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.7 +1.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.3 60 -20 5.7 +0.8
OSCV Opus Small Cap Value ETF 0.3 79 -39 5.8 +0.9
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.3 70 -30 4.0 -1.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.3 59 -19 8.2 +3.3
DVGR DAC 3D Dividend Growth ETF 0.3 65 -25 4.7 -0.3
SAMT Strategas Macro Thematic Opportunities ETF 0.3 65 -25 2.2 -2.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -33 9.5 +4.6
FMDE Fidelity Enhanced Mid Cap ETF 0.3 23 17 5.3 +0.3
RECS Columbia Research Enhanced Core ETF 0.3 15 25 5.3 +0.3
FFF Founders 100 ETF 0.3 75 -35 2.5 -2.5
ISRA VanEck Israel ETF 0.3 59 -19 5.7 +0.7
ITEQ BlueStar Israel Technology ETF 0.3 75 -35 1.0 -3.9
EBI Longview Advantage ETF 0.3 35 5 5.8 +0.9
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 15 7.2 +2.2
WSGE Warren Street Global Equity ETF 0.2 80 -40 2.8 -2.2
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 7.1 +2.2
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -28 2.6 -2.4
HELX Franklin Genomic Advancements ETF 0.2 50 -10 -1.4 -6.3
REVS Columbia Research Enhanced Value ETF 0.2 19 21 6.5 +1.6
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -15 4.9 -0.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 6.8 +1.8
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 -10 4.1 -0.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 22 5.1 +0.1
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.3 +2.3
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.0 0.0
IBB iShares Biotechnology ETF 0.2 45 -5 -0.5 -5.4
RNIN Bushido Capital US SMID Cap Equity ETF 0.2 70 -30 10.5 +5.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 8.9 +3.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 7.6 +2.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -4.7
XSMO Invesco S&P SmallCap Momentum ETF 0.1 39 1 3.4 -1.5
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -1.3 -6.3
TEXN iShares Texas Equity ETF 0.1 20 20 4.9 -0.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 7.3 +2.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.0 -3.9
MFMO Motley Fool Momentum Factor ETF 0.1 50 -10 1.8 -3.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 20 8.4 +3.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 22 3.3 -1.6
MGMT Ballast Small/Mid Cap ETF 0.0 110 -70 7.2 +2.2
VEGN US Vegan Climate ETF 0.0 60 -20 3.2 -1.8

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:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.8 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.0 %
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.