iShares U.S. Medical Devices ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.6x P/Sales
ratio		 4.6x
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) $4,390
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 18.8 %
INTUITIVE SURGICAL INC 15.0 %
BOSTON SCIENTIFIC CORP 11.1 %
EDWARDS LIFESCIENCES CORP 4.7 %
STRYKER CORP 4.6 %
MEDTRONIC PLC 4.6 %
BECTON DICKINSON AND CO 4.6 %
IDEXX LABORATORIES INC 4.6 %
RESMED INC 4.4 %
GE HEALTHCARE TECHNOLOGIES INC. 4.0 %
Total 76.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.0 %
IRELAND 7.2 %
BRITAIN 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
7.5% 12.3% 7.7% 12.7% 11.6%

Market Correlations
versus... Beta R-squared
S&P500 0.92 65%
MSCI EAFE 0.83 56%
MSCI Emg. Mkts. 0.52 23%

Technical Indicators
Recent close $60.97
30d moving avg. $61.56
Annualized volatility 18.3%
Short interest (ETF) 3.6%
Short interest (Underlying) 1.6%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 738
Turnover 1.0%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 657 potential alternatives to the iShares U.S. Medical Devices ETF ETF based on the alternatives' overlap in portfolio holdings with IHI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

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


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHI
Ticker Fund
Name		 Overlap1
vs IHI
(%)		 Expense
ratio
(bp)		 Savings
vs IHI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHI
(%)
XHE SPDR S&P Health Care Equipment ETF 38.4 35 5 3.1 -0.8
MDEV First Trust Indxx Medical Devices ETF 32.5 70 -30 4.4 +0.5
FMED Fidelity Disruptive Medicine ETF 26.6 50 -10 -1.1 -5.0
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.3 40 0 7.7 +3.8
BMED Future Health ETF 25.0 85 -45 0.5 -3.4
XLV Health Care Select Sector SPDR Fund 23.4 8 32 7.7 +3.9
IYH iShares U.S. Healthcare ETF 23.3 40 0 7.0 +3.1
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 23.0 65 -25 1.0 -2.8
GDOC Goldman Sachs Future Health Care Equity ETF 22.3 75 -35 2.8 -1.1
VHT Vanguard Health Care ETF 21.5 9 31 6.3 +2.4
HEAL Global X HealthTech ETF 21.4 50 -10 -0.7 -4.6
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.2 68 -28 2.2 -1.6
FXH First Trust Health Care AlphaDEX Fund 20.6 62 -22 9.0 +5.1
FHLC Fidelity MSCI Health Care Index ETF 19.9 8 32 6.4 +2.6
AGNG Global X Aging Population ETF 19.5 50 -10 4.9 +1.0
HART IQ Healthy Hearts ETF 18.1 45 -5 6.7 +2.8
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 17.3 75 -35 1.2 -2.7
FDHT Fidelity Digital Health ETF 17.0 39 1 0.9 -3.0
IXJ iShares Global Healthcare ETF 16.5 42 -2 7.2 +3.4
MEDI Harbor Health Care ETF 14.6 80 -40 -1.4 -5.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 14.5 60 -20 -2.8 -6.6
PINK Simplify Health Care ETF 13.7 50 -10 1.0 -2.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 13.3 60 -20 7.1 +3.2
ANEW ProShares MSCI Transformational Changes ETF 12.1 45 -5 6.1 +2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.6 38 2 6.3 +2.4
FLV American Century Focused Large Cap Value ETF 9.3 42 -2 6.8 +2.9
CWS AdvisorShares Focused Equity ETF 9.0 84 -44 4.9 +1.1
GGRW Gabelli Growth Innovators ETF 8.9 90 -50 2.3 -1.5
MNTL Tema Neuroscience and Mental Health ETF 8.8 75 -35 -0.9 -4.8
MID American Century Mid Cap Growth Impact ETF 8.5 45 -5 3.2 -0.7
HKND Humankind US Stock ETF 8.5 11 29 7.3 +3.4
JGRW Jensen Quality Growth ETF 8.4 57 -17 4.7 +0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 8.0 50 -10 5.6 +1.8
BOTZ Global X Robotics & Artificial Intelligence ETF 7.8 69 -29 2.4 -1.5
ABEQ Absolute Select Value ETF 7.7 85 -45 4.8 +1.0
BIBL Inspire 100 ETF 7.6 35 5 5.2 +1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 7.6 15 25 4.3 +0.4
IQM Franklin Intelligent Machines ETF 7.3 50 -10 2.1 -1.8
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.9 +1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.2 60 -20 4.4 +0.5
USRD Themes US R&D Champions ETF 7.1 29 11 4.5 +0.6
DTEC ALPS Disruptive Technologies ETF 7.1 50 -10 3.8 -0.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.9 25 15 5.4 +1.5
SPLV Invesco S&P 500 Low Volatility ETF 6.9 25 15 5.3 +1.4
BLCV iShares Large Cap Value Active ETF 6.8 53 -13 7.5 +3.6
QGRO American Century U.S. Quality Growth ETF 6.8 29 11 3.6 -0.3
QLTY GMO U.S. Quality ETF 6.3 50 -10 4.7 +0.9
RND First Trust Bloomberg R&D Leaders ETF 6.0 60 -20 3.7 -0.2
NBDS Neuberger Berman Disrupters ETF 5.9 55 -15 0.7 -3.1
SMOT VanEck Morningstar SMID Moat ETF 5.7 49 -9 6.7 +2.9
REVS Columbia Research Enhanced Value ETF 5.6 19 21 7.8 +3.9
CGDV Capital Group Dividend Value ETF 5.6 33 7 4.5 +0.6
IGPT Invesco AI and Next Gen Software ETF 5.5 60 -20 4.2 +0.3
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -60 4.7 +0.8
TMDV ProShares Russell US Dividend Growers ETF 5.5 35 5 6.5 +2.6
LVOL American Century Low Volatility ETF 5.5 29 11 4.8 +0.9
SPMV Invesco S&P 500 Minimum Variance ETF 5.4 10 30 5.4 +1.5
SAMT Strategas Macro Thematic Opportunities ETF 5.4 65 -25 3.0 -0.9
CSMD Congress SMid Growth ETF 5.4 69 -29 4.0 +0.1
PCGG Polen Capital Global Growth ETF 5.4 85 -45 3.8 -0.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 4.1 +0.2
CAML Congress Large Cap Growth ETF 5.3 66 -26 3.3 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 5.2 90 -50 4.0 +0.2
BUL Pacer US Cash Cows Growth ETF 5.1 60 -20 6.1 +2.3
BKWO BNY Mellon Women's Opportunities ETF 5.0 50 -10 3.7 -0.2
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -12 3.7 -0.2
DANA Dana Unconstrained Equity ETF 5.0 50 -10 3.0 -0.9
RJMG FT Raymond James Multicap Growth Equity ETF 4.8 85 -45 2.3 -1.6
BELT iShares Long-Term U.S. Equity Active ETF 4.7 75 -35 3.0 -0.9
PRAY FIS Christian Stock Fund 4.7 69 -29 5.1 +1.2
HLAL Wahed FTSE USA Shariah ETF 4.7 50 -10 4.9 +1.0
PJP Invesco Pharmaceuticals ETF 4.7 57 -17 8.3 +4.5
MVAL VanEck Morningstar Wide Moat Value ETF 4.7 49 -9 6.3 +2.4
MAVF Matrix Advisors Value ETF 4.7 75 -35 5.9 +2.0
MOTE VanEck Morningstar ESG Moat ETF 4.7 49 -9 5.6 +1.8
GRNY Fundstrat Granny Shots US Large Cap ETF 4.6 75 -35 2.7 -1.2
VALQ American Century U.S. Quality Value ETF 4.6 29 11 7.7 +3.8
PAWZ ProShares Pet Care ETF 4.6 50 -10 3.8 -0.1
FIW First Trust Water ETF 4.6 53 -13 4.7 +0.9
SEMG Suncoast Select Growth ETF 4.6 60 -20 4.1 +0.3
VSDA VictoryShares Dividend Accelerator ETF 4.6 35 5 7.0 +3.2
VOT Vanguard Mid-Cap Growth ETF 4.5 7 33 3.6 -0.3
MOAT VanEck Morningstar Wide Moat ETF 4.4 46 -6 5.6 +1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 5 6.1 +2.3
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 25 5.5 +1.6
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -2 4.6 +0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.3 60 -20 4.8 +1.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 30 5.3 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 4.2 29 11 4.8 +1.0
PWB Invesco Large Cap Growth ETF 4.2 56 -16 2.8 -1.1
IWP iShares Russell Mid-Cap Growth ETF 4.2 23 17 3.5 -0.4
VNSE Natixis Vaughan Nelson Select ETF 4.2 80 -40 4.8 +0.9
LCF Touchstone US Large Cap Focused ETF 4.2 69 -29 4.3 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 5 4.2 +0.3
SNPV Xtrackers S&P 500 Value ESG ETF 4.1 15 25 6.8 +2.9
FTCS First Trust Capital Strength ETF 4.1 55 -15 5.8 +2.0
PSET Principal Quality ETF 4.0 15 25 5.3 +1.5
CSD Invesco S&P Spin-Off ETF 4.0 65 -25 7.8 +4.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -18 4.0 +0.1
SWP SWP Growth & Income ETF 4.0 99 -59 4.3 +0.4
DIVL Madison Dividend Value ETF 4.0 65 -25 6.1 +2.2
UDI USCF Dividend Income Fund 4.0 65 -25 8.2 +4.4
DVND Touchstone Dividend Select ETF 4.0 67 -27 5.7 +1.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.9 75 -35 5.5 +1.6
IPDP Dividend Performers ETF 3.9 122 -82 5.2 +1.3
MTUM iShares MSCI USA Momentum Factor ETF 3.9 15 25 3.6 -0.3
FTGS First Trust Growth Strength ETF 3.9 60 -20 4.9 +1.1
CRTC Xtrackers US National Critical Technologies ETF 3.9 35 5 4.8 +1.0
KOMP SPDR S&P Kensho New Economies Composite ETF 3.9 20 20 2.7 -1.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.8 70 -30 4.8 +0.9
SNSR Global X Internet of Things ETF 3.8 68 -28 4.5 +0.6
PSCH Invesco S&P SmallCap Health Care ETF 3.8 29 11 4.5 +0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 3.8 59 -19 2.8 -1.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.8 49 -9 3.8 -0.1
CGGR Capital Group Growth ETF 3.8 39 1 3.2 -0.6
LRGE ClearBridge Large Cap Growth ESG ETF 3.8 59 -19 3.9 +0.0
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 0 5.7 +1.9
CVAR Cultivar ETF 3.7 87 -47 6.9 +3.0
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -15 4.9 +1.0
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 34 4.1 +0.2
FEGE First Eagle Global Equity ETF 3.6 79 -39 7.0 +3.2
BRIF FIS Bright Portfolios Focused Equity ETF 3.6 65 -25 4.9 +1.1
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 7.4 +3.5
IWX iShares Russell Top 200 Value ETF 3.5 20 20 6.3 +2.4
PTL Inspire 500 ETF 3.4 9 31 5.4 +1.5
GVUS Marketbeta Russell 1000 Value Equity ETF 3.4 12 28 6.6 +2.8
ADME Aptus Drawdown Managed Equity ETF 3.4 79 -39 4.2 +0.3
SPXT ProShares S&P 500 Ex-Technology ETF 3.4 9 31 5.6 +1.8
JEPI JPMorgan Equity Premium Income ETF 3.4 35 5 5.5 +1.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.5 +3.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.4 45 -5 4.5 +0.6
TMFM Motley Fool Mid-Cap Growth ETF 3.3 85 -45 2.6 -1.3
FDMO Fidelity Momentum Factor ETF 3.3 15 25 3.8 -0.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.3 13 27 5.8 +1.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 -25 4.9 +1.0
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 -19 6.0 +2.1
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.3 39 1 3.8 -0.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.3 35 5 5.9 +2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.3 40 0 5.8 +2.0
RPG Invesco S&P 500 Pure Growth ETF 3.2 35 5 3.2 -0.7
GLBL Pacer MSCI World Industry Advantage ETF 3.2 65 -25 4.3 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.2 29 11 4.5 +0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 6.1 +2.2
PRXV Praxis Impact Large Cap Value ETF 3.2 36 4 6.6 +2.7
DEMZ Democratic Large Cap Core ETF 3.2 45 -5 4.5 +0.7
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -7 5.4 +1.5
VONV Vanguard Russell 1000 Value ETF 3.2 7 33 6.6 +2.8
DFLV Dimensional US Large Cap Value ETF 3.2 22 18 7.9 +4.1
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 7.0 +3.1
JOET Virtus Terranova US Quality Momentum ETF 3.2 29 11 4.8 +0.9
DFUV Dimensional US Marketwide Value ETF 3.2 22 18 7.7 +3.8
ESIX SPDR S&P SmallCap 600 ESG ETF 3.1 12 28 8.2 +4.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.1 50 -10 4.2 +0.4
AGQI First Trust Active Global Quality Income ETF 3.1 85 -45 5.3 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 3.1 60 -20 5.8 +2.0
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.5 +1.6
AVMC Avantis U.S. Mid Cap Equity ETF 3.1 18 22 7.0 +3.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 20 6.3 +2.5
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 5.2 +1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.1 52 -12 5.5 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.1 58 -18 5.4 +1.6
GURU Global X Guru Index ETF 3.1 75 -35 3.4 -0.4
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 6.4 +2.6
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 36 6.8 +2.9
FFOG Franklin Focused Growth ETF 3.1 61 -21 2.4 -1.5
CGUS Capital Group Core Equity ETF 3.0 33 7 4.3 +0.5
BLCR iShares Large Cap Core Active ETF 3.0 36 4 3.8 -0.1
ITAN Sparkline Intangible Value ETF 3.0 50 -10 6.8 +2.9
VO Vanguard Mid-Cap ETF 3.0 4 36 5.9 +2.0
LQPE PEO AlphaQuest Thematic PE ETF 3.0 125 -85 5.5 +1.6
HLGE Hartford Longevity Economy ETF 2.9 44 -4 6.6 +2.7
IWD iShares Russell 1000 Value ETF 2.9 19 21 6.5 +2.6
VIG Vanguard Dividend Appreciation ETF 2.9 5 35 5.7 +1.8
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 36 6.1 +2.2
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 15 6.0 +2.2
CHGX AXS Change Finance ESG ETF 2.9 49 -9 4.9 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.9 9 31 5.0 +1.1
AVMV Avantis U.S. Mid Cap Value ETF 2.9 20 20 8.8 +5.0
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 27 3.2 -0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 2.4 -1.5
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.0 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 31 6.1 +2.2
SIZE iShares MSCI USA Size Factor ETF 2.8 15 25 5.9 +2.0
BGRO iShares Large Cap Growth Active ETF 2.8 55 -15 3.1 -0.8
MDLV Morgan Dempsey Large Cap Value ETF 2.8 58 -18 7.5 +3.6
RECS Columbia Research Enhanced Core ETF 2.8 15 25 5.9 +2.0
TMFG Motley Fool Global Opportunities ETF 2.8 85 -45 4.0 +0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 26 5.4 +1.5
OALC OneAscent Large Cap Core ETF 2.8 86 -46 4.1 +0.3
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 5.2 +1.4
ACVF American Conservative Values ETF 2.7 75 -35 4.4 +0.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 5.0 +1.1
IVE iShares S&P 500 Value ETF 2.7 18 22 6.3 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 2.7 4 36 6.4 +2.5
VOOV Vanguard S&P 500 Value ETF 2.7 7 33 6.4 +2.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.7 60 -20 5.2 +1.3
MGV Vanguard Mega Cap Value ETF 2.7 7 33 6.7 +2.8
CZA Invesco Zacks Mid-Cap ETF 2.7 72 -32 6.5 +2.6
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -55 3.5 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -19 9.1 +5.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 28 7.5 +3.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 25 4.7 +0.8
KNO AXS Knowledge Leaders ETF 2.6 78 -38 6.0 +2.1
EVX VanEck Environmental Services ETF 2.6 55 -15 2.2 -1.7
SDY SPDR S&P Dividend ETF 2.6 35 5 6.7 +2.8
FDWM Fidelity Women's Leadership ETF 2.6 59 -19 5.0 +1.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.6 19 21 5.3 +1.4
IUSV iShares Core S&P US Value ETF 2.6 4 36 6.5 +2.7
ILCG iShares Morningstar Growth ETF 2.6 4 36 3.8 -0.1
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 30 5.2 +1.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.5 20 20 4.2 +0.3
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 22 5.6 +1.7
SLYG SPDR S&P 600 Small Cap Growth ETF 2.5 15 25 5.7 +1.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 10 30 5.7 +1.9
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 28 6.0 +2.1
IJR iShares Core S&P Small Cap ETF 2.5 6 34 7.9 +4.0
GK AdvisorShares Gerber Kawasaki ETF 2.5 75 -35 2.5 -1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 4 4.9 +1.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -25 2.2 -1.7
FBOT Fidelity Disruptive Automation ETF 2.5 50 -10 3.7 -0.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 22 7.8 +3.9
KRMA Global X Conscious Companies ETF 2.5 43 -3 5.9 +2.1
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 31 4.8 +0.9
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 4.9 +1.0
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.5 +2.6
STXD Strive 1000 Dividend Growth ETF 2.5 35 5 4.9 +1.0
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.3 +1.4
TOLL Tema Monopolies and Oligopolies ETF 2.4 75 -35 3.9 +0.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 0 3.6 -0.3
JGRO JPMorgan Active Growth ETF 2.4 44 -4 3.5 -0.4
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 11 7.3 +3.4
BFOR ALPS Barron's 400 ETF 2.4 65 -25 6.1 +2.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.4 49 -9 4.9 +1.0
VTV Vanguard Value ETF 2.4 4 36 7.0 +3.1
FELV Fidelity Enhanced Large Cap Value ETF 2.4 18 22 6.8 +3.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 7 33 7.8 +4.0
SPMO Invesco S&P 500 Momentum ETF 2.4 13 27 3.7 -0.2
XVV iShares ESG Screened S&P 500 ETF 2.4 8 32 4.9 +1.0
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 5.1 +1.2
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 9 2.6 -1.3
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 37 7.9 +4.0
LFSC F/m Emerald Life Sciences Innovation ETF 2.4 79 -39 0.0 -3.9
IWO iShares Russell 2000 Growth ETF 2.4 24 16 1.4 -2.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.3 12 28 5.8 +1.9
VOTE TCW Transform 500 ETF 2.3 5 35 5.0 +1.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 4.9 +1.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.3 48 -8 6.1 +2.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 20 4.8 +0.9
FDG American Century Focused Dynamic Growth ETF 2.3 45 -5 2.1 -1.8
DGRW WisdomTree US Quality Dividend Growth Fund 2.3 28 12 5.5 +1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 40 5.0 +1.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 5.0 +1.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 8 5.0 +1.1
NANC Unusual Whales Subversive Democratic Trading ETF 2.3 75 -35 3.7 -0.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.3 12 28 4.6 +0.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.1 +1.2
QUS SPDR MSCI USA StrategicFactors ETF 2.3 15 25 5.8 +1.9
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.4 +1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 5.0 +1.1
QUVU Hartford Quality Value ETF 2.3 46 -6 7.3 +3.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 5.0 +1.1
VBK Vanguard Small-Cap Growth ETF 2.3 7 33 2.0 -1.9
IWR iShares Russell Midcap ETF 2.2 19 21 5.9 +2.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.2 30 10 8.4 +4.5
LIVR Intelligent Livermore ETF 2.2 69 -29 6.3 +2.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 20 4.8 +0.9
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 28 4.6 +0.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.2 31 9 7.1 +3.2
GVLU Gotham 1000 Value ETF 2.2 50 -10 9.0 +5.1
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 38 5.1 +1.2
IVV iShares Core S&P 500 ETF 2.2 3 37 5.0 +1.2
SPY SPDR S&P 500 ETF Trust 2.2 9 31 5.0 +1.1
STXG Strive 1000 Growth ETF 2.2 18 22 3.9 +0.1
VOO Vanguard S&P 500 ETF 2.2 3 37 5.1 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 2.2 45 -5 3.5 -0.4
VTWG Vanguard Russell 2000 Growth ETF 2.2 10 30 1.5 -2.4
STRV Strive 500 ETF 2.1 5 35 4.9 +1.1
VV Vanguard Large-Cap ETF 2.1 4 36 4.9 +1.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.1 35 5 4.2 +0.3
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 13 8.9 +5.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 37 5.2 +1.4
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 25 6.1 +2.3
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 4.8 +0.9
PBUS Invesco MSCI USA ETF 2.1 4 36 5.0 +1.1
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 5.0 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 -10 8.4 +4.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.1 25 15 5.4 +1.5
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 23 7.1 +3.2
VUG Vanguard Growth ETF 2.1 4 36 4.1 +0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.1 15 25 4.6 +0.7
QVML Invesco S&P 500 QVM Multi-factor ETF 2.1 11 29 5.1 +1.3
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 34 8.2 +4.4
VONE Vanguard Russell 1000 ETF 2.1 7 33 5.0 +1.2
DFUS Dimensional U.S. Equity ETF 2.1 9 31 4.9 +1.1
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 5.1 +1.2
FFOX FundX Future Fund Opportunities ETF 2.1 100 -60 4.4 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 34 3.0 -0.9
DFVX Dimensional US Large Cap Vector ETF 2.0 22 18 6.3 +2.4
VYM Vanguard High Dividend Yield Index ETF 2.0 6 34 7.2 +3.4
IWB iShares Russell 1000 ETF 2.0 15 25 4.9 +1.1
VTHR Vanguard Russell 3000 ETF 2.0 7 33 5.0 +1.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.0 15 25 4.5 +0.7
VTI Vanguard Total Stock Market ETF 2.0 3 37 5.0 +1.1
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.9 +1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 37 5.0 +1.1
FSCS First Trust SMID Capital Strength ETF 2.0 60 -20 7.0 +3.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 6.3 +2.4
SFY SoFi Select 500 ETF 2.0 0 40 4.5 +0.7
AIEQ AI Powered Equity ETF 2.0 75 -35 3.8 -0.1
IWV iShares Russell 3000 ETF 2.0 20 20 4.8 +1.0
SCHX Schwab U.S. Large-Cap ETF 2.0 3 37 5.1 +1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.0 24 16 7.9 +4.0
APUE ActivePassive U.S. Equity ETF 2.0 45 -5 4.7 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 31 5.3 +1.4
IWL iShares Russell Top 200 ETF 2.0 15 25 4.7 +0.8
SCHK Schwab 1000 Index ETF 2.0 5 35 5.1 +1.2
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -20 7.0 +3.1
PRXG Praxis Impact Large Cap Growth ETF 2.0 36 4 4.1 +0.2
ROE Astoria US Quality Kings ETF 2.0 49 -9 6.7 +2.8
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.0 55 -15 10.4 +6.5
SCHB Schwab U.S. Broad Market ETF 2.0 3 37 5.1 +1.2
TMFX Motley Fool Next Index ETF 2.0 50 -10 2.6 -1.2
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -45 3.4 -0.5
SUSA iShares MSCI USA ESG Select ETF 2.0 25 15 4.9 +1.0
MGC Vanguard Mega Cap ETF 2.0 7 33 4.7 +0.9
GQQQ Astoria US Quality Growth Kings ETF 1.9 35 5 4.8 +0.9
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 6.5 +2.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -35 4.1 +0.2
MGRO VanEck Morningstar Wide Moat Growth ETF 1.9 49 -9 4.4 +0.5
EPS WisdomTree U.S. LargeCap Fund 1.9 8 32 5.8 +2.0
QGRW WisdomTree U.S. Quality Growth Fund 1.9 28 12 4.2 +0.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.9 9 31 4.5 +0.7
RVRB Reverb ETF 1.9 30 10 4.7 +0.8
NIXT Research Affiliates Deletions ETF 1.9 9 31 8.8 +4.9
YOKE Yoke Core ETF 1.9 42 -2 4.5 +0.6
PSC Principal U.S. Small-Cap ETF 1.9 38 2 7.0 +3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.9 71 -31 0.5 -3.4
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 7.0 +3.1
USMV iShares MSCI USA Min Vol Factor ETF 1.9 15 25 5.7 +1.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.9 95 -55 0.6 -3.3
HGRO Hedgeye Quality Growth ETF 1.9 70 -30 3.3 -0.6
QQMG Invesco ESG NASDAQ 100 ETF 1.9 20 20 4.1 +0.3
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -25 3.8 -0.1
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.8 45 -5 2.9 -1.0
FFLC Fidelity Fundamental Large Cap Core ETF 1.8 38 2 4.6 +0.8
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -49 4.8 +0.9
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 5.5 +1.6
HDUS Hartford Disciplined US Equity ETF 1.8 19 21 5.8 +2.0
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -9 4.6 +0.8
SIXL ETC 6 Meridian Low Beta Equity ETF 1.8 80 -40 6.2 +2.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 5.8 +2.0
GCOW Pacer Global Cash Cows Dividend ETF 1.8 60 -20 10.9 +7.1
LRGF iShares U.S. Equity Factor ETF 1.8 8 32 5.6 +1.7
STXV Strive 1000 Value ETF 1.8 18 22 8.1 +4.3
USXF iShares ESG Advanced MSCI USA ETF 1.8 10 30 4.6 +0.7
FTDS First Trust Dividend Strength ETF 1.8 70 -30 7.8 +3.9
SMAP Amplify Small-Mid Cap Equity ETF 1.8 60 -20 5.5 +1.6
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 3.3 -0.5
VOE Vanguard Mid-Cap Value ETF 1.8 7 33 7.8 +4.0
BEEX BeeHive ETF 1.8 84 -44 4.3 +0.5
HDV iShares Core High Dividend ETF 1.8 8 32 6.9 +3.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.8 15 25 8.0 +4.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 6.2 +2.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.8 25 15 8.1 +4.3
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.1 +1.3
AFLG First Trust Active Factor Large Cap ETF 1.8 55 -15 6.2 +2.3
BLES Inspire Global Hope ETF 1.8 61 -21 6.8 +2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.3 +1.4
MGK Vanguard Mega Cap Growth ETF 1.7 7 33 4.1 +0.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 5.2 +1.4
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -25 3.5 -0.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.7 49 -9 4.3 +0.4
MDCP VictoryShares THB Mid Cap ESG ETF 1.7 55 -15 5.8 +1.9
OCFS Otter Creek Focus Strategy ETF 1.7 85 -45 4.1 +0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 31 5.0 +1.1
QQQ Invesco QQQ Trust Series I 1.7 20 20 4.1 +0.2
IUS Invesco RAFI Strategic US ETF 1.7 19 21 6.8 +2.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.8 +3.9
QQQM Invesco NASDAQ 100 ETF 1.7 15 25 4.1 +0.3
IVW iShares S&P 500 Growth ETF 1.7 18 22 4.0 +0.1
SPYG SPDR Portfolio S&P 500 Growth ETF 1.7 4 36 4.2 +0.3
VOOG Vanguard S&P 500 Growth ETF 1.7 7 33 4.2 +0.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 22 6.8 +2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.7 35 5 7.3 +3.4
FBCG Fidelity Blue Chip Growth ETF 1.7 59 -19 2.9 -1.0
FVD First Trust Value Line Dividend Index Fund 1.7 65 -25 6.4 +2.5
DGT SPDR Global Dow ETF 1.7 50 -10 7.3 +3.4
IUSG iShares Core S&P U.S. Growth ETF 1.7 4 36 4.2 +0.4
BGDV Bahl & Gaynor Dividend ETF 1.7 45 -5 4.8 +1.0
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -10 5.3 +1.4
IBOT Vaneck Robotics ETF 1.7 47 -7 4.1 +0.2
DCOR Dimensional US Core Equity 1 ETF 1.7 14 26 5.5 +1.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -10 7.4 +3.5
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 25 4.9 +1.0
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 20 8.4 +4.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 28 4.5 +0.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.6 35 5 5.5 +1.6
TOK iShares MSCI Kokusai ETF 1.6 26 14 5.2 +1.3
IWS iShares Russell Mid-Cap Value ETF 1.6 23 17 6.8 +3.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 8.3 +4.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.6 30 10 4.5 +0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -27 10.1 +6.2
SSPY Syntax Stratified LargeCap ETF 1.6 30 10 6.7 +2.8
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 6.2 +2.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.6 65 -25 6.4 +2.5
SFYX SoFi Next 500 ETF 1.6 0 40 6.0 +2.1
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 -20 9.8 +6.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 33 5.1 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 23 5.6 +1.8
RSSL Global X Russell 2000 ETF 1.6 8 32 4.5 +0.7
FQAL Fidelity Quality Factor ETF 1.6 15 25 5.7 +1.9
IWM iShares Russell 2000 ETF 1.6 19 21 4.6 +0.7
ILCV iShares Morningstar Value ETF 1.5 4 36 6.7 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 18 22 4.1 +0.3
XSMO Invesco S&P SmallCap Momentum ETF 1.5 39 1 5.8 +1.9
URTH iShares MSCI World ETF 1.5 24 16 5.2 +1.4
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 4.5 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -2 5.5 +1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.5 30 10 8.9 +5.0
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 20 4.3 +0.4
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -9 5.6 +1.8
JAVA JPMorgan Active Value ETF 1.5 44 -4 6.4 +2.5
JPEF JPMorgan Equity Focus ETF 1.5 50 -10 4.3 +0.5
QQQS Invesco NASDAQ Future Gen 200 ETF 1.5 20 20 -2.7 -6.5
FDLO Fidelity Low Volatility Factor ETF 1.5 15 25 5.5 +1.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 32 5.1 +1.2
SHE SPDR MSCI USA Gender Diversity ETF 1.5 20 20 5.1 +1.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.5 5 35 8.0 +4.2
BOUT Innovator IBD Breakout Opportunities ETF 1.5 81 -41 3.4 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.5 17 23 5.9 +2.1
FYX First Trust Small Cap Core AlphaDEX Fund 1.5 61 -21 6.4 +2.5
CGDG Capital Group Dividend Growers ETF 1.5 47 -7 6.2 +2.3
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -45 6.5 +2.7
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 10 6.1 +2.2
ONEO SPDR Russell 1000 Momentum Focus ETF 1.4 20 20 7.1 +3.2
VFQY Vanguard U.S. Quality Factor ETF 1.4 13 27 6.4 +2.6
SCHA Schwab U.S. Small-Cap ETF 1.4 4 36 6.3 +2.4
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.4 12 28 7.6 +3.7
RGEF Rockefeller Global Equity ETF 1.4 55 -15 4.9 +1.1
ISCB iShares Morningstar Small-Cap ETF 1.4 4 36 6.2 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.4 15 25 9.3 +5.4
KLMT Invesco MSCI Global Climate 500 ETF 1.4 10 30 5.9 +2.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 23 6.1 +2.2
OEF iShares S&P 100 ETF 1.4 20 20 4.6 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 1.4 39 1 6.9 +3.0
VTWO Vanguard Russell 2000 ETF 1.4 7 33 4.6 +0.8
GSPY Gotham Enhanced 500 ETF 1.4 50 -10 5.4 +1.5
AVUS Avantis U.S. Equity ETF 1.4 15 25 5.9 +2.0
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -9 6.2 +2.4
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 6.1 +2.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 10 30 6.0 +2.1
ACWI iShares MSCI ACWI ETF 1.4 32 8 5.7 +1.8
VB Vanguard Small-Cap ETF 1.4 5 35 6.2 +2.4
WRND IQ Global Equity R&D Leaders ETF 1.4 18 22 8.4 +4.5
NUSC Nuveen ESG Small-Cap ETF 1.3 31 9 5.5 +1.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.3 15 25 6.1 +2.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 20 6.0 +2.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.8 +2.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.3 49 -9 4.5 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 31 5.9 +2.0
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.8 +2.9
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 12 6.0 +2.2
PDP Invesco Dorsey Wright Momentum ETF 1.3 62 -22 4.1 +0.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 6.6 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.3 7 33 6.2 +2.3
VFVA Vanguard U.S. Value Factor ETF 1.3 13 27 11.2 +7.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.3 60 -20 4.2 +0.3
SPHB Invesco S&P 500 High Beta ETF 1.3 25 15 4.6 +0.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 2 7.8 +3.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 5 7.8 +3.9
XLG Invesco S&P 500 Top 50 ETF 1.3 20 20 4.5 +0.6
COWS Amplify Cash Flow Dividend Leaders ETF 1.3 0 40 12.0 +8.1
MAGA Point Bridge America First ETF 1.3 72 -32 6.1 +2.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 36 4.0 +0.2
VT Vanguard Total World Stock ETF 1.3 6 34 6.0 +2.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 11 6.5 +2.7
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 22 10.1 +6.3
SLYV SPDR S&P 600 Small Cap Value ETF 1.3 15 25 10.2 +6.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 10 30 10.2 +6.3
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 8.0 +4.1
STXK Strive Small-Cap ETF 1.3 18 22 6.2 +2.3
QLC FlexShares US Quality Large Cap Index Fund 1.3 25 15 5.5 +1.7
NULC Nuveen ESG Large-Cap ETF 1.3 21 19 4.8 +0.9
AFSM First Trust Active Factor Small Cap ETF 1.2 75 -35 7.8 +3.9
IWF iShares Russell 1000 Growth ETF 1.2 19 21 4.4 +0.6
DXUV Dimensional US Vector Equity ETF 1.2 28 12 6.3 +2.5
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 6.6 +2.8
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 25 7.3 +3.4
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 12 6.4 +2.5
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.2 29 11 6.4 +2.5
VLU SPDR S&P 1500 Value Tilt ETF 1.2 12 28 7.6 +3.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 19 3.8 -0.1
FESM Fidelity Enhanced Small Cap ETF 1.2 28 12 7.8 +4.0
VONG Vanguard Russell 1000 Growth ETF 1.2 7 33 4.6 +0.7
JGLO JPMorgan Global Select Equity ETF 1.2 33 7 4.9 +1.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 6.8 +2.9
FNDB Schwab Fundamental US Broad Market Index ETF 1.2 25 15 7.3 +3.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.2 25 15 7.2 +3.3
RFFC ALPS Active Equity Opportunity ETF 1.2 48 -8 4.5 +0.6
TMFC Motley Fool 100 Index ETF 1.1 50 -10 3.6 -0.3
SPGP Invesco S&P 500 GARP ETF 1.1 34 6 9.2 +5.3
INRO iShares U.S. Industry Rotation Active ETF 1.1 42 -2 4.7 +0.8
AVSC Avantis U.S Small Cap Equity ETF 1.1 25 15 6.0 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -30 3.1 -0.8
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.2 +1.3
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.8 +3.0
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -15 3.8 -0.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 1 8.5 +4.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 30 4.4 +0.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -9 9.4 +5.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 20 6.0 +2.1
XMHQ Invesco S&P MidCap Quality ETF 1.1 25 15 7.4 +3.5
VERS ProShares Metaverse ETF 1.1 58 -18 -1.2 -5.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 28 7.3 +3.4
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -19 4.3 +0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 20 5.8 +1.9
FPX First Trust US Equity Opportunities ETF 1.1 61 -21 1.0 -2.9
VXF Vanguard Extended Market ETF 1.0 5 35 4.8 +1.0
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 6.3 +2.5
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 28 8.3 +4.4
NULV Nuveen ESG Large-Cap Value ETF 1.0 26 14 6.3 +2.5
IWY iShares Russell Top 200 Growth ETF 1.0 20 20 4.6 +0.7
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -12 6.7 +2.9
FDLS Inspire Fidelis Multi Factor ETF 1.0 76 -36 5.4 +1.5
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 6.7 +2.8
EES WisdomTree U.S. SmallCap Fund 1.0 38 2 9.1 +5.2
DFSV Dimensional US Small Cap Value ETF 1.0 31 9 10.4 +6.5
SPHQ Invesco S&P 500 Quality ETF 1.0 15 25 5.2 +1.4
MDY SPDR S&P Midcap 400 ETF Trust 1.0 24 16 7.3 +3.4
IJH iShares Core S&P Mid-Cap ETF 1.0 5 35 7.5 +3.6
DSI iShares MSCI KLD 400 Social ETF 1.0 25 15 4.9 +1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -20 7.9 +4.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.0 7 33 7.5 +3.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.0 25 15 11.5 +7.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.0 3 37 7.6 +3.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.0 60 -20 2.2 -1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 25 7.5 +3.7
STXM Strive Mid-Cap ETF 1.0 18 22 6.4 +2.6
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 6.4 +2.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.9 79 -39 4.5 +0.7
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 22 5.3 +1.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.9 39 1 9.6 +5.7
RDVY First Trust Rising Dividend Achievers ETF 0.9 50 -10 7.5 +3.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.9 60 -20 9.7 +5.9
RNIN Bushido Capital US SMID Cap Equity ETF 0.9 70 -30 5.0 +1.1
GLOF iShares Global Equity Factor ETF 0.9 20 20 6.7 +2.9
RAYD Rayliant Quantitative Developed Market Equity ETF 0.9 80 -40 4.4 +0.6
DSTL Distillate US Fundamental Stability & Value ETF 0.9 39 1 8.4 +4.5
PEXL Pacer US Export Leaders ETF 0.9 60 -20 4.6 +0.7
ROUS Hartford Multifactor US Equity ETF 0.9 19 21 7.3 +3.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 30 5.0 +1.2
ARKQ ARK Autonomous Technology & Robotics ETF 0.9 75 -35 0.4 -3.5
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 6.4 +2.5
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.9 75 -35 4.8 +1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.8 10 30 4.4 +0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.8 60 -20 7.0 +3.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.8 55 -15 4.9 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.8 75 -35 5.3 +1.5
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 34 9.4 +5.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.8 35 5 9.9 +6.0
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 12 9.5 +5.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.8 20 20 6.0 +2.1
DIVB iShares Core Dividend ETF 0.8 5 35 7.7 +3.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 1 6.1 +2.3
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.6 +0.7
WCEO Hypatia Women CEO ETF 0.8 85 -45 4.4 +0.5
OPTZ Optimize Strategy Index ETF 0.8 50 -10 5.0 +1.2
XMMO Invesco S&P MidCap Momentum ETF 0.8 34 6 5.7 +1.8
VFMF Vanguard U.S. Multifactor ETF 0.8 18 22 8.3 +4.4
AFMC First Trust Active Factor Mid Cap ETF 0.7 65 -25 9.0 +5.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 15 6.0 +2.1
TAX Cambria Tax Aware ETF 0.7 49 -9 5.2 +1.4
IOO iShares Global 100 ETF 0.7 41 -1 5.0 +1.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.8 +2.9
TTAC FCF US Quality ETF 0.7 59 -19 6.1 +2.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -19 6.5 +2.6
IWN iShares Russell 2000 Value ETF 0.7 24 16 7.7 +3.9
CCMG CCM Global Equity ETF 0.7 34 6 8.7 +4.8
COWZ Pacer US Cash Cows 100 ETF 0.7 49 -9 9.4 +5.5
VBR Vanguard Small Cap Value ETF 0.7 7 33 9.2 +5.3
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 30 5.0 +1.1
DON WisdomTree U.S. MidCap Dividend Fund 0.7 38 2 8.9 +5.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 8.7 +4.9
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 7.0 +3.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.7 19 21 6.4 +2.6
EBI Longview Advantage ETF 0.7 35 5 6.7 +2.8
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 5.3 +1.4
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 18 5.7 +1.9
AVUQ Avantis U.S. Quality ETF 0.6 15 25 4.8 +1.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 12.7 +8.8
VTWV Vanguard Russell 2000 Value ETF 0.6 10 30 7.8 +4.0
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 9.3 +5.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 7.8 +3.9
QDEF FlexShares Quality Dividend Defensive Index Fund 0.6 37 3 6.2 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 22 8.9 +5.0
MDYV SPDR S&P 400 Mid Cap Value ETF 0.6 15 25 8.9 +5.1
QDF FlexShares Quality Dividend Index Fund 0.6 37 3 6.4 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 30 8.9 +5.1
SMMD iShares Russell 2500 ETF 0.5 15 25 6.4 +2.5
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 8.7 +4.8
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -10 5.7 +1.8
VUSE Vident U.S. Equity Strategy ETF 0.5 50 -10 4.6 +0.7
ISMD Inspire Small/Mid Cap ETF 0.5 54 -14 6.1 +2.2
CALF Pacer US Small Cap Cash Cows 100 ETF 0.5 59 -19 11.1 +7.3
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 5.8 +2.0
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 7.5 +3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.5 60 -20 7.7 +3.8
DUHP Dimensional US High Profitability ETF 0.5 21 19 6.4 +2.5
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.4 +2.5
XT iShares Exponential Technologies ETF 0.5 46 -6 4.8 +1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.5 60 -20 6.3 +2.4
FFTY Innovator IBD 50 ETF 0.4 80 -40 0.5 -3.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -33 11.2 +7.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.4 18 22 5.8 +2.0
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 2.2 -1.7
IWC iShares Micro-Cap ETF 0.4 60 -20 -0.6 -4.5
RPV Invesco S&P 500 Pure Value ETF 0.4 35 5 10.7 +6.8
VIDI Vident International Equity Strategy ETF 0.4 61 -21 11.3 +7.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 9.6 +5.7
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.8 -0.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 -9 6.7 +2.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 10.1 +6.2
TMAT Main Thematic Innovation ETF 0.4 164 -124 -1.4 -5.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 9.5 +5.6
DURA VanEck Durable High Dividend ETF 0.4 29 11 8.5 +4.6
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 4.2 +0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.3 15 25 7.5 +3.7
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 25 7.9 +4.0
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 9.9 +6.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.3 15 25 8.1 +4.2
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -30 11.2 +7.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.4 +5.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.2 45 -5 8.9 +5.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 10.6 +6.7
ISRA VanEck Israel ETF 0.2 59 -19 7.0 +3.1
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.9 -2.0
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 8.2 +4.3
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 21 0.5 -3.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 10 8.3 +4.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.4 +3.6
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 8.3 +4.5
OSCV Opus Small Cap Value ETF 0.2 79 -39 6.7 +2.8
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 4.8 +0.9
IBB iShares Biotechnology ETF 0.2 45 -5 0.6 -3.3
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 5.3 +1.4
IBRN iShares Neuroscience and Healthcare ETF 0.2 47 -7 0.0 -3.9
VEGN US Vegan Climate ETF 0.2 60 -20 4.5 +0.7
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.7 +1.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 4.8 +0.9
VLUE iShares MSCI USA Value Factor ETF 0.1 15 25 9.8 +5.9
ONEY SPDR Russell 1000 Yield Focus ETF 0.1 20 20 9.6 +5.8
ARB AltShares Merger Arbitrage ETF 0.1 77 -37 4.2 +0.4
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 15 10.2 +6.3
FITE SPDR S&P Kensho Future Security ETF 0.0 45 -5 2.2 -1.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.0 47 -7 9.3 +5.4
ARKG ARK Genomic Revolution ETF 0.0 75 -35 0.0 -3.9
PKW Invesco Buyback Achievers ETF 0.0 62 -22 7.4 +3.5

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.9 %
Divided by: Fwd. P/BV 3.7 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.53 CATEGORY
AVERAGE		 1.59
 
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.