iShares U.S. Medical Devices ETF
ALTAR
Score™		 3.5% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.8x P/Sales
ratio		 4.7x
P/BV
ratio		 4.1x 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) $4,162
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 17.5 %
INTUITIVE SURGICAL INC 16.1 %
BOSTON SCIENTIFIC CORP 11.4 %
EDWARDS LIFESCIENCES CORP 4.6 %
STRYKER CORP 4.5 %
BECTON DICKINSON AND CO 4.4 %
GE HEALTHCARE TECHNOLOGIES INC. 4.4 %
IDEXX LABORATORIES INC 4.3 %
MEDTRONIC PLC 4.3 %
RESMED INC 4.3 %
Total 75.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.8 %
IRELAND 7.2 %
BRITAIN 0.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
6.9% 6.9% 3.1% 12.2% 11.2%

Market Correlations
versus... Beta R-squared
S&P500 0.71 55%
MSCI EAFE 0.81 51%
MSCI Emg. Mkts. 0.59 31%

Technical Indicators
Recent close $63.94
30d moving avg. $62.71
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 1,148
Turnover 1.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 670 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™: 3.5%


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 State Street SPDR S&P Health Care Equipment ETF 37.4 35 5 2.9 -0.6
MDEV First Trust Indxx Medical Devices ETF 32.5 70 -30 4.1 +0.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.7 40 0 6.5 +3.0
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 24.5 65 -25 0.6 -2.9
GDOC Goldman Sachs Future Health Care Equity ETF 21.3 75 -35 2.2 -1.3
HEAL Global X HealthTech ETF 21.0 50 -10 -1.5 -5.0
XLV The Health Care Select Sector SPDR Fund 20.5 8 32 6.1 +2.6
IYH iShares U.S. Healthcare ETF 20.2 40 0 5.4 +1.8
FMED Fidelity Disruptive Medicine ETF 19.6 50 -10 -0.6 -4.1
VHT Vanguard Health Care ETF 18.8 9 31 4.8 +1.3
FHLC Fidelity MSCI Health Care Index ETF 18.6 8 32 5.0 +1.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 18.4 68 -28 1.7 -1.8
FDHT Fidelity Digital Health ETF 18.0 39 1 1.3 -2.2
AGNG Global X Aging Population ETF 17.2 50 -10 3.9 +0.4
HART IQ Healthy Hearts ETF 16.1 45 -5 5.4 +1.9
BMED Future Health ETF 15.9 85 -45 0.2 -3.3
HRTS Tema Heart & Health ETF 15.8 75 -35 1.9 -1.6
IXJ iShares Global Healthcare ETF 14.5 42 -2 5.7 +2.1
FXH First Trust Health Care AlphaDEX Fund 14.0 62 -22 6.8 +3.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 13.9 85 -45 3.6 +0.1
LVDS JPMorgan Fundamental Data Science Large Value ETF 12.8 49 -9 5.7 +2.2
ANEW ProShares MSCI Transformational Changes ETF 12.6 45 -5 4.6 +1.0
CWS AdvisorShares Focused Equity ETF 11.9 84 -44 4.6 +1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.6 38 2 5.7 +2.1
USRD Themes US R&D Champions ETF 8.5 29 11 3.9 +0.4
FLV American Century Focused Large Cap Value ETF 7.7 42 -2 6.1 +2.6
MEDI Harbor Health Care ETF 7.5 80 -40 -1.5 -5.0
BOTZ Global X Robotics & Artificial Intelligence ETF 7.5 69 -29 1.7 -1.8
SXQG ETC 6 Meridian Quality Growth ETF 7.5 100 -60 3.8 +0.3
JGRW Jensen Quality Growth ETF 7.4 57 -17 3.6 +0.1
DTEC ALPS Disruptive Technologies ETF 7.3 50 -10 3.3 -0.3
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.4 +0.9
KNO AXS Knowledge Leaders ETF 7.2 78 -38 5.0 +1.5
PINK Simplify Health Care ETF 7.1 50 -10 0.6 -2.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.1 60 -20 4.4 +0.9
DUNK Dana Unconstrained Equity ETF 7.0 75 -35 1.9 -1.7
ABEQ Absolute Select Value ETF 7.0 85 -45 4.3 +0.8
CAML Congress Large Cap Growth ETF 6.7 66 -26 2.5 -1.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -20 -1.7 -5.3
GGRW Gabelli Growth Innovators ETF 6.5 90 -50 1.8 -1.7
BLCV iShares Large Cap Value Active ETF 6.2 53 -13 6.5 +2.9
JDOC JPMorgan Healthcare Leaders ETF 6.1 65 -25 3.3 -0.2
SMOT VanEck Morningstar SMID Moat ETF 6.0 49 -9 5.8 +2.3
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 6.0 58 -18 3.9 +0.4
CSMD Congress SMid Growth ETF 5.9 69 -29 3.2 -0.3
MID American Century Mid Cap Growth Impact ETF 5.9 45 -5 2.9 -0.7
IWFG IQ Winslow Focused Large Cap Growth ETF 5.5 65 -25 2.4 -1.1
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 11 4.2 +0.7
PSET Principal Quality ETF 5.4 15 25 4.6 +1.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.4 -0.1
DURA VanEck Durable High Dividend ETF 5.3 29 11 6.7 +3.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 3.4 -0.1
QLTY GMO U.S. Quality ETF 5.2 50 -10 3.8 +0.3
PCGG Polen Capital Global Growth ETF 5.1 85 -45 3.4 -0.2
VOT Vanguard Mid-Cap Growth ETF 5.1 7 33 3.0 -0.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.1 40 0 5.3 +1.8
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 -9 6.0 +2.5
NBDS Neuberger Berman Disrupters ETF 5.0 55 -15 0.5 -3.0
DIVL Madison Dividend Value ETF 5.0 65 -25 4.8 +1.3
PRAY FIS Christian Stock Fund 4.9 69 -29 4.3 +0.8
AGIQ Sofi Agentic AI ETF 4.9 69 -29 1.5 -2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 5.2 +1.7
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.2 +1.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.9 49 -9 3.4 -0.1
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 6.7 +3.2
RJMG FT Raymond James Multicap Growth Equity ETF 4.8 85 -45 2.2 -1.3
RND First Trust Bloomberg R&D Leaders ETF 4.7 60 -20 2.3 -1.2
MOAT VanEck Morningstar Wide Moat ETF 4.7 46 -6 5.3 +1.8
ALTL Pacer Lunt Large Cap Alternator ETF 4.6 60 -20 4.2 +0.6
TMFM Motley Fool Mid-Cap Growth ETF 4.5 85 -45 2.5 -1.1
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 6.3 +2.8
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 3.3 -0.2
CSD Invesco S&P Spin-Off ETF 4.4 65 -25 3.0 -0.5
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -12 3.2 -0.3
BRIF FIS Bright Portfolios Focused Equity ETF 4.3 65 -25 3.9 +0.4
FIW First Trust Water ETF 4.3 53 -13 4.4 +0.8
PAWZ ProShares Pet Care ETF 4.3 50 -10 3.5 -0.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 5.6 +2.1
IWP iShares Russell Mid-Cap Growth ETF 4.3 23 17 2.6 -0.9
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 5 4.1 +0.6
CATH Global X S&P 500 Catholic Values Custom ETF 4.2 29 11 4.0 +0.5
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 4.9 +1.4
QGRO American Century U.S. Quality Growth ETF 4.2 29 11 3.0 -0.5
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 5 6.6 +3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 2.2 -1.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -30 4.6 +1.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 25 6.1 +2.6
FEGE First Eagle Global Equity ETF 4.0 79 -39 5.6 +2.1
SEMG Suncoast Select Growth ETF 4.0 60 -20 3.3 -0.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 5 3.6 +0.1
HLAL Wahed FTSE USA Shariah ETF 3.9 50 -10 3.9 +0.4
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.0 -1.5
FTGS First Trust Growth Strength ETF 3.8 60 -20 3.6 +0.1
DFLV Dimensional US Large Cap Value ETF 3.8 22 18 6.5 +3.0
PSCH Invesco S&P SmallCap Health Care ETF 3.8 29 11 3.3 -0.2
DAK Dakota Active Equity ETF 3.8 43 -3 3.7 +0.2
FTCS First Trust Capital Strength ETF 3.8 55 -15 4.9 +1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.8 50 -10 3.3 -0.3
XOEF iShares S&P 500 ex S&P 100 ETF 3.7 20 20 4.8 +1.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.7 58 -18 5.0 +1.5
FPAG FPA Global Equity ETF 3.7 49 -9 4.9 +1.4
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 6.0 +2.5
DFUV Dimensional US Marketwide Value ETF 3.7 22 18 6.4 +2.9
QDIV Global X S&P 500 Quality Dividend ETF 3.6 20 20 8.1 +4.6
DVND Touchstone Dividend Select ETF 3.6 67 -27 4.9 +1.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 4.9 +1.4
CHRI Global X S&P 500 Christian Values ETF 3.5 29 11 3.9 +0.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.5 45 -5 3.6 +0.1
LCF Touchstone US Large Cap Focused ETF 3.4 69 -29 3.6 +0.1
MAVF Matrix Advisors Value ETF 3.4 75 -35 4.8 +1.3
IMCG iShares Morningstar Mid-Cap Growth ETF 3.4 6 34 3.6 +0.1
PEXL Pacer US Export Leaders ETF 3.4 60 -20 3.8 +0.3
CGDV Capital Group Dividend Value ETF 3.3 33 7 4.0 +0.5
CVAR Cultivar ETF 3.3 87 -47 6.7 +3.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.0 +3.5
FFOX FundX Future Fund Opportunities ETF 3.3 100 -60 2.7 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 25 6.3 +2.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.4 -0.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.2 48 -8 5.1 +1.6
UDI USCF Dividend Income Fund 3.2 65 -25 7.2 +3.7
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -7 4.7 +1.2
VO Vanguard Mid-Cap ETF 3.2 4 36 5.3 +1.8
JEPI JPMorgan Equity Premium Income ETF 3.2 35 5 4.9 +1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 5.6 +2.1
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -19 3.3 -0.2
SDY State Street SPDR S&P Dividend ETF 3.2 35 5 6.2 +2.7
IWX iShares Russell Top 200 Value ETF 3.2 20 20 5.2 +1.7
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 3.1 12 28 7.1 +3.6
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.0 +1.5
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 5 5.3 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 0 5.2 +1.7
SNSR Global X Internet of Things ETF 3.1 68 -28 4.2 +0.7
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -30 0.6 -2.9
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 5.9 +2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 3.8 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 3.8 +0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.0 20 20 2.6 -0.9
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.4 +1.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.0 65 -25 4.2 +0.6
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -15 4.2 +0.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 31 4.8 +1.3
CHGX AXS Change Finance ESG ETF 3.0 49 -9 4.4 +0.9
FFND Future Fund Active ETF 3.0 100 -60 3.1 -0.4
GLBL Pacer MSCI World Industry Advantage ETF 3.0 65 -25 3.4 -0.1
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.6 -0.9
AVMC Avantis U.S. Mid Cap Equity ETF 3.0 18 22 5.9 +2.4
PRXV Praxis Impact Large Cap Value ETF 3.0 36 4 5.8 +2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 30 4.5 +1.0
ROBO ROBO Global Robotics & Automation Index ETF 2.9 95 -55 2.7 -0.8
ADME Aptus Drawdown Managed Equity ETF 2.9 79 -39 3.3 -0.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 5.4 +1.9
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 31 5.5 +2.0
SIZE iShares MSCI USA Size Factor ETF 2.9 15 25 5.5 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 36 5.9 +2.4
BFOR ALPS Barron's 400 ETF 2.9 65 -25 4.9 +1.4
MDLV Morgan Dempsey Large Cap Value ETF 2.8 58 -18 6.6 +3.1
XMAG Defiance Large Cap ex-Mag 7 ETF 2.8 35 5 4.5 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 14 2.7 -0.8
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.6 +1.1
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.3 +1.8
ITAN Sparkline Intangible Value ETF 2.7 50 -10 5.5 +2.0
RAFE PIMCO RAFI ESG U.S. ETF 2.7 29 11 6.1 +2.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -20 5.0 +1.5
IQM Franklin Intelligent Machines ETF 2.7 50 -10 1.5 -2.0
CGGR Capital Group Growth ETF 2.7 39 1 2.7 -0.9
VONV Vanguard Russell 1000 Value ETF 2.7 7 33 5.7 +2.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 20 4.2 +0.7
VIG Vanguard Dividend Appreciation ETF 2.7 5 35 4.9 +1.3
LFSC F/m Emerald Life Sciences Innovation ETF 2.7 79 -39 0.0 -3.5
IWD iShares Russell 1000 Value ETF 2.7 19 21 5.6 +2.1
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 5.6 +2.0
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.7 +2.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 31 4.1 +0.6
LQPE PEO AlphaQuest Thematic PE ETF 2.6 125 -85 6.0 +2.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 6.7 +3.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 10 7.0 +3.5
RDVY First Trust Rising Dividend Achievers ETF 2.6 50 -10 5.2 +1.7
HDUS Hartford Disciplined US Equity ETF 2.6 19 21 4.9 +1.4
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 22 4.4 +0.9
VOOV Vanguard S&P 500 Value ETF 2.6 7 33 5.5 +2.0
FPX First Trust US Equity Opportunities ETF 2.5 61 -21 0.8 -2.7
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 36 5.5 +2.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -25 1.6 -2.0
MODL VictoryShares WestEnd U.S. Sector ETF 2.5 42 -2 3.9 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 6.7 +3.2
SAMM Strategas Macro Momentum ETF 2.5 66 -26 1.8 -1.7
SMAP Amplify Small-Mid Cap Equity ETF 2.5 60 -20 4.8 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 10 30 4.8 +1.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.5 25 15 4.1 +0.6
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.8 +2.3
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.6 +1.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.4 4 36 5.5 +2.0
IVE iShares S&P 500 Value ETF 2.4 18 22 5.4 +1.9
TMFG Motley Fool Global Opportunities ETF 2.4 85 -45 3.5 -0.0
TMAT Main Thematic Innovation ETF 2.4 164 -124 -1.5 -5.0
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 9.3 +5.8
AIEQ AI Powered Equity ETF 2.4 75 -35 4.0 +0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 22 7.0 +3.5
ACVF American Conservative Values ETF 2.4 75 -35 3.6 +0.1
TOPC iShares S&P 500 3% Capped ETF 2.4 15 25 4.4 +0.9
RJDI RJ Eagle GCM Dividend Select Income ETF 2.4 55 -15 4.9 +1.3
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.4 +0.9
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -50 3.0 -0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 25 4.2 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 -9 4.0 +0.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 0 3.1 -0.4
MGV Vanguard Mega Cap Value ETF 2.4 7 33 5.7 +2.2
BOUT Innovator IBD Breakout Opportunities ETF 2.3 81 -41 4.6 +1.1
SHRY First Trust Bloomberg Shareholder Yield ETF 2.3 60 -20 8.9 +5.4
IUSV iShares Core S&P US Value ETF 2.3 4 36 5.7 +2.1
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 25 4.5 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.3 9 31 4.1 +0.6
XT iShares Exponential Technologies ETF 2.3 46 -6 4.2 +0.7
STXD Strive 1000 Dividend Growth ETF 2.3 35 5 4.2 +0.7
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.3 12 28 5.4 +1.9
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 31 4.1 +0.6
IJR iShares Core S&P Small Cap ETF 2.3 6 34 6.7 +3.2
SWP SWP Growth & Income ETF 2.3 99 -59 3.6 +0.1
VTV Vanguard Value ETF 2.2 4 36 6.0 +2.5
IWO iShares Russell 2000 Growth ETF 2.2 24 16 0.6 -2.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -19 1.6 -1.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.2 15 25 4.9 +1.4
IWR iShares Russell Midcap ETF 2.2 19 21 5.4 +1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.2 95 -55 -0.5 -4.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 3.7 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.2 19 21 4.8 +1.3
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -15 3.3 -0.3
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 12 4.8 +1.3
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.8 +0.3
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 5.4 +1.9
VIOO Vanguard S&P Small-Cap 600 ETF 2.2 7 33 6.7 +3.2
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 6.0 +2.5
BIBL Inspire 100 ETF 2.2 35 5 4.4 +0.9
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.2 3 37 6.7 +3.2
XVV iShares ESG Screened S&P 500 ETF 2.2 8 32 4.1 +0.6
VBK Vanguard Small-Cap Growth ETF 2.1 7 33 1.5 -2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 6.8 +3.2
PTL Inspire 500 ETF 2.1 9 31 4.7 +1.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.1 75 -35 4.8 +1.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 4 4.2 +0.7
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 25 3.6 +0.1
OPTZ Optimize Strategy Index ETF 2.1 50 -10 4.2 +0.7
ILCG iShares Morningstar Growth ETF 2.1 4 36 3.0 -0.5
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 4.6 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 2.1 59 -19 7.8 +4.3
TOLL Tema Durable Quality ETF 2.1 75 -35 4.1 +0.6
AFSM First Trust Active Factor Small Cap ETF 2.1 75 -35 6.5 +3.0
QQQS Invesco NASDAQ Future Gen 200 ETF 2.1 20 20 -4.6 -8.2
LEAD Siren DIVCON Leaders Dividend ETF 2.1 43 -3 3.6 +0.1
OALC OneAscent Large Cap Core ETF 2.0 86 -46 3.4 -0.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 31 4.1 +0.6
FSST Fidelity Sustainable U.S. Equity ETF 2.0 59 -19 3.6 +0.1
TMFX Motley Fool Next Index ETF 2.0 50 -10 2.7 -0.9
KRMA Global X Conscious Companies ETF 2.0 43 -3 5.2 +1.7
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 8.6 +5.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.0 20 20 4.0 +0.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 25 8.6 +5.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 8 4.3 +0.8
FDG American Century Focused Dynamic Growth ETF 2.0 45 -5 1.6 -2.0
VOO Vanguard S&P 500 ETF 2.0 3 37 4.2 +0.7
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -8 3.8 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.5 -0.0
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -15 5.1 +1.6
VUG Vanguard Growth ETF 2.0 4 36 3.3 -0.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 16 7.4 +3.8
STRV Strive 500 ETF 2.0 5 35 4.1 +0.6
SPY SPDR S&P 500 ETF 2.0 9 31 4.2 +0.6
SPYM State Street SPDR Portfolio S&P 500 ETF 2.0 2 38 4.3 +0.7
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 3.9 +0.4
STXV Strive 1000 Value ETF 2.0 18 22 7.2 +3.6
JHML John Hancock Multifactor Large Cap ETF 2.0 29 11 4.6 +1.1
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -9 4.8 +1.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.0 64 -24 0.9 -2.6
IVV iShares Core S&P 500 ETF 2.0 3 37 4.2 +0.7
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.3 +0.8
VV Vanguard Large-Cap ETF 1.9 4 36 4.1 +0.6
PBUS Invesco MSCI USA ETF 1.9 4 36 4.2 +0.7
BEEX BeeHive ETF 1.9 84 -44 3.6 +0.1
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -12 8.6 +5.1
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 22 5.9 +2.4
OEI Optimized Equity Income ETF 1.9 75 -35 3.2 -0.3
DFVX Dimensional US Large Cap Vector ETF 1.9 22 18 5.3 +1.8
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -20 6.4 +2.9
GXLC Global X U.S. 500 ETF 1.9 2 38 4.1 +0.6
NULC Nuveen ESG Large-Cap ETF 1.9 21 19 4.4 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 22 4.7 +1.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 37 4.4 +0.9
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -25 2.9 -0.6
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 6.7 +3.2
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.0 +1.5
TOV JLens 500 Jewish Advocacy U.S. ETF 1.9 18 22 4.0 +0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.3 +0.7
VYM Vanguard High Dividend Yield Index ETF 1.9 6 34 6.3 +2.8
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.9 15 25 4.7 +1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -10 7.6 +4.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.2 +0.7
DFUS Dimensional U.S. Equity ETF 1.9 9 31 4.1 +0.6
ILCB iShares Morningstar U.S. Equity ETF 1.9 3 37 4.1 +0.6
VOTE TCW Transform 500 ETF 1.9 5 35 4.2 +0.7
STXG Strive 1000 Growth ETF 1.9 18 22 3.1 -0.4
SFY SoFi Select 500 ETF 1.9 0 40 3.8 +0.3
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.3 +0.8
VTI Vanguard Total Stock Market ETF 1.9 3 37 4.2 +0.7
VONE Vanguard Russell 1000 ETF 1.9 7 33 4.2 +0.7
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.9 20 20 5.8 +2.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 4.2 +0.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.9 55 -15 9.1 +5.6
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.7 +0.2
NIXT Research Affiliates Deletions ETF 1.9 9 31 7.4 +3.9
BLCR iShares Large Cap Core Active ETF 1.9 36 4 3.0 -0.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.1 +0.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.4 +2.9
IWB iShares Russell 1000 ETF 1.9 15 25 4.1 +0.6
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.2 +0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 4.8 +1.3
IYY iShares Dow Jones U.S. ETF 1.9 20 20 4.1 +0.6
IWV iShares Russell 3000 ETF 1.9 20 20 4.0 +0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.2 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 2.5 -1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.9 35 5 4.4 +0.9
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 6.9 +3.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 4.3 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 1.8 59 -19 5.1 +1.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.8 75 -35 2.8 -0.7
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.8 35 5 3.1 -0.5
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 20 4.8 +1.2
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.2 +0.7
SCHK Schwab 1000 Index ETF 1.8 5 35 4.2 +0.7
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 15 4.6 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 4.6 +1.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.8 39 1 1.3 -2.2
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -9 3.7 +0.2
SCHB Schwab U.S. Broad Market ETF 1.8 3 37 4.2 +0.7
HDV iShares Core High Dividend ETF 1.8 8 32 6.5 +3.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.4 +0.9
AGQI First Trust Active Global Quality Income ETF 1.8 85 -45 4.6 +1.1
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 20 7.2 +3.7
PRXG Praxis Impact Large Cap Growth ETF 1.8 36 4 2.8 -0.7
RVRB Reverb ETF 1.8 30 10 3.9 +0.4
VTWG Vanguard Russell 2000 Growth ETF 1.8 10 30 0.8 -2.7
IWL iShares Russell Top 200 ETF 1.8 15 25 3.8 +0.3
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 4.5 +1.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.4 +2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 10 4.0 +0.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 4.7 +1.2
MGK Vanguard Mega Cap Growth ETF 1.8 7 33 3.3 -0.2
DGT State Street SPDR Global Dow ETF 1.8 50 -10 6.0 +2.5
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.8 15 25 4.9 +1.4
DSTL Distillate US Fundamental Stability & Value ETF 1.8 39 1 7.3 +3.8
SUSA iShares MSCI USA ESG Select ETF 1.8 25 15 3.9 +0.4
RGEF Rockefeller Global Equity ETF 1.7 55 -15 3.9 +0.4
STXK Strive Small-Cap ETF 1.7 18 22 5.3 +1.8
NVIR Horizon Kinetics Energy and Remediation ETF 1.7 85 -45 6.1 +2.6
SFYX SoFi Next 500 ETF 1.7 0 40 5.0 +1.5
IMCV iShares Morningstar Mid-Cap Value ETF 1.7 6 34 7.2 +3.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.2 +0.7
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -45 2.3 -1.2
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -49 4.2 +0.7
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -10 6.3 +2.8
MGC Vanguard Mega Cap ETF 1.7 7 33 3.9 +0.4
LOGO Alpha Brands Consumption Leaders ETF 1.7 69 -29 2.5 -1.0
DFAU Dimensional US Core Equity Market ETF 1.7 12 28 4.3 +0.8
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 12 3.3 -0.3
ILCV iShares Morningstar Value ETF 1.7 4 36 5.6 +2.0
APUE ActivePassive U.S. Equity ETF 1.7 45 -5 3.9 +0.4
STOX Horizon Core Equity ETF 1.7 70 -30 3.5 +0.0
SFTY Horizon Managed Risk ETF 1.7 77 -37 3.5 -0.1
PSC Principal U.S. Small-Cap ETF 1.7 38 2 5.9 +2.4
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.3 -0.2
TMFC Motley Fool 100 Index ETF 1.7 50 -10 2.9 -0.7
CGDG Capital Group Dividend Growers ETF 1.7 47 -7 5.4 +1.9
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 40 10.3 +6.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -40 5.8 +2.3
JAVA JPMorgan Active Value ETF 1.7 44 -4 5.5 +2.0
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 28 5.0 +1.5
IUS Invesco RAFI Strategic US ETF 1.7 19 21 6.0 +2.5
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 22 5.6 +2.1
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 30 3.9 +0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.5 +3.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.6 29 11 5.9 +2.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 6.8 +3.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 9 6.1 +2.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.1 +1.6
SCHA Schwab U.S. Small-Cap ETF 1.6 4 36 4.9 +1.4
RSSL Global X Russell 2000 ETF 1.6 8 32 3.2 -0.4
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 4.5 +1.0
IWS iShares Russell Mid-Cap Value ETF 1.6 23 17 6.3 +2.8
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 20 4.5 +1.0
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.1 +0.6
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 25 5.0 +1.5
ISCB iShares Morningstar Small-Cap ETF 1.6 4 36 5.1 +1.6
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 10 5.1 +1.6
RAUS RACWI US ETF 1.6 15 25 4.2 +0.7
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 27 5.3 +1.8
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 4.7 +1.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 36 3.3 -0.3
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 36 3.3 -0.2
BUL Pacer US Cash Cows Growth ETF 1.6 60 -20 4.0 +0.5
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.1 +2.6
IVW iShares S&P 500 Growth ETF 1.6 18 22 3.1 -0.4
BGRO iShares Large Cap Growth Active ETF 1.5 55 -15 2.0 -1.5
ESGU iShares ESG Aware MSCI USA ETF 1.5 15 25 4.1 +0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -30 1.7 -1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 28 3.6 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 10 3.8 +0.3
IWM iShares Russell 2000 ETF 1.5 19 21 3.2 -0.4
DFSV Dimensional US Small Cap Value ETF 1.5 31 9 9.2 +5.7
SSPY Syntax Stratified LargeCap ETF 1.5 30 10 5.9 +2.4
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 4.4 +0.9
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.5 10 30 5.0 +1.5
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 20 2.9 -0.6
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.5 60 -20 4.5 +1.0
VOOG Vanguard S&P 500 Growth ETF 1.5 7 33 3.3 -0.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 8.4 +4.9
ROUS Hartford Multifactor US Equity ETF 1.5 19 21 6.1 +2.5
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 4.7 +1.2
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 0.8 -2.7
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 3.6 +0.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.5 60 -20 3.6 +0.1
FQAL Fidelity Quality Factor ETF 1.5 15 25 4.8 +1.3
VB Vanguard Small-Cap ETF 1.5 5 35 5.3 +1.7
TOK iShares MSCI Kokusai ETF 1.5 26 14 4.3 +0.8
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.3 -0.2
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.4 -0.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 31 4.5 +1.0
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 25 4.3 +0.8
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 15 5.6 +2.1
FDMO Fidelity Momentum Factor ETF 1.4 15 25 3.0 -0.5
DCOR Dimensional US Core Equity 1 ETF 1.4 14 26 4.6 +1.1
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 36 6.0 +2.5
RCGE RockCreek Global Equality ETF 1.4 95 -55 6.0 +2.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 3.3 -0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.4 60 -20 4.1 +0.6
EPS WisdomTree U.S. LargeCap Fund 1.4 8 32 4.9 +1.4
FFOG Franklin Focused Growth ETF 1.4 61 -21 1.9 -1.7
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.7 -0.8
URTH iShares MSCI World ETF 1.4 24 16 4.4 +0.9
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 5.0 +1.5
VTWO Vanguard Russell 2000 ETF 1.4 7 33 3.3 -0.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -27 8.7 +5.2
GPT Intelligent Alpha Atlas ETF 1.4 69 -29 4.9 +1.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 23 5.2 +1.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.4 35 5 6.3 +2.8
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 4.8 +1.3
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 5.8 +2.3
DXUV Dimensional US Vector Equity ETF 1.3 28 12 5.2 +1.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 35 7.1 +3.6
AVMV Avantis U.S. Mid Cap Value ETF 1.3 20 20 7.6 +4.0
EES WisdomTree U.S. SmallCap Fund 1.3 38 2 7.6 +4.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 4.2 +0.7
AVUS Avantis U.S. Equity ETF 1.3 15 25 4.9 +1.4
GSPY Gotham Enhanced 500 ETF 1.3 50 -10 4.4 +0.9
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 6.9 +3.4
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 1 5.9 +2.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.4 +0.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 10 30 8.6 +5.0
ISCV iShares Morningstar Small Cap Value ETF 1.3 6 34 7.5 +4.0
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 4.9 +1.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 28 4.3 +0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.1 +2.6
IBOT Vaneck Robotics ETF 1.3 47 -7 3.3 -0.2
FBOT Fidelity Disruptive Automation ETF 1.3 50 -10 2.8 -0.8
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -35 2.0 -1.5
OEF iShares S&P 100 ETF 1.3 20 20 3.8 +0.3
IWF iShares Russell 1000 Growth ETF 1.3 19 21 3.2 -0.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 6.7 +3.2
FVD First Trust Value Line Dividend Index Fund 1.3 65 -25 5.7 +2.2
MAGA Point Bridge America First ETF 1.3 72 -32 5.7 +2.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 6.2 +2.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -2 4.7 +1.2
TIIV AAM Todd International Intrinsic Value ETF 1.2 54 -14 9.9 +6.4
ACWI iShares MSCI ACWI ETF 1.2 32 8 4.7 +1.2
VONG Vanguard Russell 1000 Growth ETF 1.2 7 33 3.4 -0.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 22 2.9 -0.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 36 3.1 -0.5
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 4.7 +1.2
FESM Fidelity Enhanced Small Cap ETF 1.2 28 12 2.8 -0.7
BLES Inspire Global Hope ETF 1.2 61 -21 6.1 +2.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 2 7.2 +3.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 5 7.2 +3.7
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.2 49 -9 2.9 -0.6
COWZ Pacer US Cash Cows 100 ETF 1.2 49 -9 7.4 +3.9
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.6 +2.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 5.9 +2.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 30 3.6 +0.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 28 3.4 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 8.1 +4.6
VT Vanguard Total World Stock ETF 1.2 6 34 5.1 +1.6
AVUQ Avantis U.S. Quality ETF 1.2 15 25 3.5 -0.0
GURU Global X Guru Index ETF 1.2 75 -35 2.4 -1.1
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.4 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.7 +4.2
MDY SPDR S&P Midcap 400 ETF Trust 1.1 24 16 6.1 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 4.9 +1.4
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 2.5 -1.0
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 15 4.5 +1.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -21 5.0 +1.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.1 12 28 6.5 +2.9
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.6 +1.1
IJH iShares Core S&P Mid-Cap ETF 1.1 5 35 6.3 +2.8
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.5 -0.0
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 4.5 +1.0
WCEO Hypatia Women CEO ETF 1.1 85 -45 2.8 -0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 21 5.3 +1.8
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 15 6.3 +2.8
VXF Vanguard Extended Market ETF 1.1 5 35 3.9 +0.4
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 6.3 +2.8
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 15 6.4 +2.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 6.3 +2.8
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 2 3.9 +0.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.0 +1.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 6.5 +3.0
ULVM VictoryShares US Value Momentum ETF 1.1 20 20 6.5 +3.0
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 4.3 +0.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 25 5.2 +1.7
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 12 5.3 +1.8
USMF WisdomTree U.S. Multifactor Fund 1.1 28 12 6.4 +2.9
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 20 5.3 +1.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 8.4 +4.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.4 +2.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 36 5.1 +1.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.0 -0.5
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.2 -0.3
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.7 +3.2
IWY iShares Russell Top 200 Growth ETF 1.0 20 20 3.2 -0.3
ROE Astoria US Quality Kings ETF 1.0 49 -9 5.6 +2.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.4 +1.9
HGRO Hedgeye Quality Growth ETF 1.0 70 -30 2.9 -0.6
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 25 2.6 -0.9
YNOT Horizon Digital Frontier ETF 1.0 75 -35 2.5 -1.1
VBR Vanguard Small Cap Value ETF 1.0 7 33 7.9 +4.4
GLOF iShares Global Equity Factor ETF 1.0 20 20 5.9 +2.4
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.3 +6.8
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 3.6 +0.1
JGRO JPMorgan Active Growth ETF 1.0 44 -4 2.8 -0.7
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -25 7.0 +3.5
TAX Cambria Tax Aware ETF 1.0 49 -9 5.1 +1.6
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.2 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.9 20 20 4.8 +1.3
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.1 +0.6
GEW Cambria Global EW ETF 0.9 29 11 5.3 +1.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.3 +2.8
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 12 5.6 +2.1
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 6.2 +2.7
VALQ American Century U.S. Quality Value ETF 0.9 29 11 6.7 +3.2
CGUS Capital Group Core Equity ETF 0.9 33 7 3.7 +0.2
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 4.7 +1.2
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 4.3 +0.8
SPIT F/m Emerald Special Situations ETF 0.9 105 -65 -0.9 -4.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 7.0 +3.5
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.8 +3.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 11 5.6 +2.1
DFAT Dimensional U.S. Targeted Value ETF 0.9 28 12 8.8 +5.3
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 5.2 +1.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 0 4.2 +0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -31 -1.3 -4.8
SVAL iShares US Small Cap Value Factor ETF 0.8 20 20 7.9 +4.4
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 13 7.9 +4.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.8 49 -9 5.8 +2.3
GVLU Gotham 1000 Value ETF 0.8 50 -10 8.2 +4.7
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 4.2 +0.7
IWC iShares Micro-Cap ETF 0.8 60 -20 -1.3 -4.8
VTWV Vanguard Russell 2000 Value ETF 0.8 10 30 5.8 +2.3
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 3.7 +0.2
IWN iShares Russell 2000 Value ETF 0.8 24 16 5.8 +2.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -9 3.9 +0.4
STXM Strive Mid-Cap ETF 0.8 18 22 5.5 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -20 5.9 +2.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.8 60 -20 3.3 -0.2
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 6.9 +3.4
AFLG First Trust Active Factor Large Cap ETF 0.7 55 -15 5.4 +1.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 7.0 +3.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 -25 1.7 -1.8
TTAC FCF US Quality ETF 0.7 59 -19 5.0 +1.4
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 22 4.5 +0.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -19 5.4 +1.9
DIVB iShares Core Dividend ETF 0.7 5 35 7.3 +3.8
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 4.0 +0.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.7 75 -35 3.9 +0.4
BELT iShares Long-Term U.S. Equity Active ETF 0.7 75 -35 2.2 -1.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 8.7 +5.2
SFGV Sequoia Global Value ETF 0.7 23 17 7.5 +4.0
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 30 4.1 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 30 4.1 +0.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 30 7.8 +4.3
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 11.4 +7.8
EBI Longview Advantage ETF 0.6 35 5 5.7 +2.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 22 5.0 +1.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -9 4.7 +1.2
DUHP Dimensional US High Profitability ETF 0.6 21 19 5.0 +1.4
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 7.6 +4.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 15 5.4 +1.9
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -4.4
IOO iShares Global 100 ETF 0.6 41 -1 3.9 +0.4
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 6.6 +3.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 5.0 +1.5
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.6 +4.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 1 5.8 +2.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 3.6 +0.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -33 10.3 +6.8
SMMD iShares Russell 2500 ETF 0.5 15 25 5.8 +2.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 -15 3.5 -0.1
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -2 5.8 +2.3
FFTY Innovator IBD 50 ETF 0.5 80 -40 -1.8 -5.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 5.8 +2.3
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 10 7.0 +3.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 5 5.0 +1.5
REVS Columbia Research Enhanced Value ETF 0.5 19 21 6.9 +3.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.3 +1.7
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -10 4.7 +1.1
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.0 +2.5
RECS Columbia Research Enhanced Core ETF 0.5 15 25 5.0 +1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 5.3 +1.8
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 5.4 +1.9
ROSC Hartford Multifactor Small Cap ETF 0.4 34 6 8.0 +4.5
VLUE iShares MSCI USA Value Factor ETF 0.4 15 25 7.9 +4.4
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -30 9.3 +5.8
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.2 +1.7
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 8.2 +4.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 8.2 +4.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -39 4.8 +1.3
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 1.3 -2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.4 18 22 7.6 +4.1
JPSV JPMorgan Active Small Cap Value ETF 0.4 74 -34 7.6 +4.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 8.2 +4.7
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.4 15 25 7.6 +4.1
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 3.4 -0.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 7.5 +4.0
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 2.9 -0.6
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 8.6 +5.1
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 9.1 +5.5
XSLV Invesco S&P SmallCap Low Volatility ETF 0.3 25 15 7.8 +4.3
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 -2 3.9 +0.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.3 38 2 8.8 +5.3
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 18 5.1 +1.6
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -7 0.0 -3.5
HELX Franklin Genomic Advancements ETF 0.3 50 -10 -0.4 -3.9
NUDV Nuveen ESG Dividend ETF 0.2 26 14 6.7 +3.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.2 25 15 10.6 +7.1
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 4.0 +0.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.3 +0.8
PY Principal Value ETF 0.2 15 25 6.5 +3.0
FSGS First Trust SMID Growth Strength ETF 0.2 60 -20 4.3 +0.8
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 6.0 +2.5
OSCV Opus Small Cap Value ETF 0.2 79 -39 6.3 +2.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 4.2 +0.7
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.6 +5.1
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 -20 4.3 +0.8
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.0 +3.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.3 +1.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 7.7 +4.2
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 8.7 +5.2
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 6.6 +3.1
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.0 +3.4
ISRA VanEck Israel ETF 0.2 59 -19 5.7 +2.2
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.3 -2.3
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 7.3 +3.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 9.1 +5.6
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.2 49 -9 9.7 +6.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.1 -3.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 3.7 +0.2
IBB iShares Biotechnology ETF 0.1 45 -5 -0.3 -3.8
TEXN iShares Texas Equity ETF 0.1 20 20 5.5 +2.0
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -5.3 -8.9
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 6.8 +3.3
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -36 4.1 +0.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 20 9.1 +5.6
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.3 -2.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 8.2 +4.7
VEGN US Vegan Climate ETF 0.0 60 -20 3.8 +0.3

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

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares U.S. Medical Devices ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.8 %
Divided by: Fwd. P/BV 4.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.5 %
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.