iShares U.S. Medical Devices ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 23.8x P/Sales
ratio		 4.0x
P/BV
ratio		 3.5x Div.
yield		 0.9%


  • 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) $3,329
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 17.4 %
INTUITIVE SURGICAL INC 15.5 %
BOSTON SCIENTIFIC CORP 9.5 %
EDWARDS LIFESCIENCES CORP 5.1 %
STRYKER CORP 4.9 %
RESMED INC 4.6 %
MEDTRONIC PLC 4.5 %
GE HEALTHCARE TECHNOLOGIES INC. 4.3 %
IDEXX LABORATORIES INC 4.2 %
BECTON DICKINSON AND CO 4.2 %
Total 74.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.7 %
IRELAND 7.4 %
BRITAIN 0.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
-3.1% -5.3% 2.3% 12.4% 10.9%

Market Correlations
versus... Beta R-squared
S&P500 0.71 53%
MSCI EAFE 0.77 45%
MSCI Emg. Mkts. 0.55 28%

Technical Indicators
Recent close $55.58
30d moving avg. $58.36
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 33

Liquidity measures
Avg. volume (thou.) 2,109
Turnover 3.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 677 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™: 4.3%


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 33.3 70 -30 4.9 +0.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.8 40 0 7.4 +3.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 23.9 65 -25 0.6 -3.7
HEAL Global X HealthTech ETF 21.6 50 -10 -1.5 -5.8
GDOC Goldman Sachs Future Health Care Equity ETF 21.0 75 -35 0.9 -3.3
FMED Fidelity Disruptive Medicine ETF 19.8 50 -10 -1.2 -5.5
HTEC ROBO Global Healthcare Technology and Innovation ETF 19.1 68 -28 2.6 -1.7
FHLC Fidelity MSCI Health Care Index ETF 18.6 8 32 5.3 +1.1
IYH iShares U.S. Healthcare ETF 18.5 40 0 5.8 +1.5
XLV Health Care Select Sector SPDR 18.4 8 32 6.5 +2.2
FDHT Fidelity Digital Health ETF 18.1 39 1 1.7 -2.6
VHT Vanguard Health Care ETF 17.2 9 31 5.1 +0.8
HART IQ Healthy Hearts ETF 15.9 45 -5 5.7 +1.4
BMED Future Health ETF 15.9 85 -45 1.2 -3.1
AGNG Global X Aging Population ETF 15.7 50 -10 4.1 -0.1
FXH First Trust Health Care AlphaDEX Fund 15.0 62 -22 5.0 +0.7
FCTE SMI 3Fourteen Full-Cycle Trend ETF 14.3 85 -45 4.3 +0.0
HRTS Tema Heart & Health ETF 13.7 75 -35 2.9 -1.4
IXJ iShares Global Healthcare ETF 13.0 42 -2 6.1 +1.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 13.0 49 -9 5.3 +1.0
ANEW ProShares MSCI Transformational Changes ETF 12.6 45 -5 4.6 +0.3
CWS AdvisorShares Focused Equity ETF 11.9 84 -44 4.7 +0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.6 38 2 5.3 +1.1
USRD Themes US R&D Champions ETF 9.1 29 11 4.3 +0.0
BOTZ Global X Robotics & Artificial Intelligence ETF 8.6 69 -29 2.0 -2.3
MEDI Harbor Health Care ETF 7.8 80 -40 -1.4 -5.6
FLV American Century Focused Large Cap Value ETF 7.7 42 -2 6.2 +1.9
SXQG ETC 6 Meridian Quality Growth ETF 7.5 100 -60 2.9 -1.4
JGRW Jensen Quality Growth ETF 7.3 57 -17 4.1 -0.2
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.7 +0.5
KNO AXS Knowledge Leaders ETF 7.2 78 -38 4.6 +0.3
DTEC ALPS Disruptive Technologies ETF 7.1 50 -10 3.8 -0.5
ABEQ Absolute Select Value ETF 7.1 85 -45 4.2 -0.0
PINK Simplify Health Care ETF 7.1 50 -10 1.0 -3.3
GGRW Gabelli Growth Innovators ETF 6.5 90 -50 2.1 -2.2
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.4 60 -20 -1.7 -6.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.3 60 -20 4.0 -0.2
JDOC JPMorgan Healthcare Leaders ETF 6.1 65 -25 3.5 -0.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.9 58 -18 3.5 -0.8
SMOT VanEck Morningstar SMID Moat ETF 5.9 49 -9 6.8 +2.5
MID American Century Mid Cap Growth Impact ETF 5.9 45 -5 3.0 -1.2
CAML Congress Large Cap Growth ETF 5.7 66 -26 2.5 -1.8
CSMD Congress SMid Growth ETF 5.6 69 -29 3.6 -0.6
IWFG IQ Winslow Focused Large Cap Growth ETF 5.5 65 -25 2.3 -2.0
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 11 4.0 -0.2
TMFM Motley Fool Mid-Cap Growth ETF 5.4 85 -45 2.1 -2.1
PSET Principal Quality ETF 5.4 15 25 5.0 +0.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.8 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 3.3 -1.0
QLTY GMO U.S. Quality ETF 5.2 50 -10 4.2 -0.0
PCGG Polen Capital Global Growth ETF 5.1 85 -45 3.8 -0.4
BLCV iShares Large Cap Value Active ETF 5.1 53 -13 6.7 +2.4
MVAL VanEck Morningstar Wide Moat Value ETF 5.1 49 -9 6.2 +2.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.1 40 0 5.5 +1.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.1 49 -9 3.8 -0.5
NBDS Neuberger Berman Disrupters ETF 5.0 55 -15 0.9 -3.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 4.8 +0.6
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 4.8 +0.6
DAK Dakota Active Equity ETF 4.9 43 -3 4.0 -0.3
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 7.3 +3.0
MOAT VanEck Morningstar Wide Moat ETF 4.8 46 -6 5.6 +1.3
VOT Vanguard Mid-Cap Growth ETF 4.7 7 33 3.3 -1.0
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 6.3 +2.0
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 3.5 -0.8
AGIQ Sofi Agentic AI ETF 4.4 69 -29 7.4 +3.2
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -12 4.0 -0.3
CSD Invesco S&P Spin-Off ETF 4.3 65 -25 4.2 -0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.3 70 -30 4.6 +0.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 5.3 +1.1
BRIF FIS Bright Portfolios Focused Equity ETF 4.3 65 -25 3.8 -0.5
PAWZ ProShares Pet Care ETF 4.2 50 -10 3.8 -0.5
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 5 4.3 +0.0
SEMG Suncoast Select Growth ETF 4.2 60 -20 3.7 -0.5
PRAY FIS Christian Stock Fund 4.2 69 -29 4.1 -0.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.1 +0.8
DURA VanEck Durable High Dividend ETF 4.2 29 11 6.3 +2.0
RND First Trust Bloomberg R&D Leaders ETF 4.2 60 -20 2.6 -1.6
QGRO American Century U.S. Quality Growth ETF 4.2 29 11 4.0 -0.3
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 5 6.5 +2.3
IWP iShares Russell Mid-Cap Growth ETF 4.1 23 17 2.9 -1.4
MNZL Manzil Russell Halal USA Broad MarketETF 4.1 40 0 4.2 -0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 1.9 -2.4
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 25 5.8 +1.5
PSCH Invesco S&P SmallCap Health Care ETF 3.9 29 11 2.7 -1.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 5 3.8 -0.4
FIW First Trust Water ETF 3.9 53 -13 5.0 +0.7
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.2 -2.0
FTGS First Trust Growth Strength ETF 3.8 60 -20 3.7 -0.6
CATH Global X S&P 500 Catholic Values Custom ETF 3.8 29 11 4.3 +0.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.7 58 -18 4.9 +0.6
FPAG FPA Global Equity ETF 3.7 49 -9 6.2 +1.9
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 6.3 +2.0
FTCS First Trust Capital Strength ETF 3.6 55 -15 5.4 +1.1
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.5 +1.2
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 5.0 +0.8
HLAL Wahed FTSE USA Shariah ETF 3.5 50 -10 4.0 -0.2
LCF Touchstone US Large Cap Focused ETF 3.4 69 -29 3.8 -0.4
FEGE First Eagle Global Equity ETF 3.4 79 -39 6.1 +1.9
SNSR Global X Internet of Things ETF 3.4 68 -28 4.3 0.0
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -20 4.8 +0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.3 50 -10 3.5 -0.8
CGDV Capital Group Dividend Value ETF 3.3 33 7 4.1 -0.2
CVAR Cultivar ETF 3.3 87 -47 7.1 +2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 6.4 +2.1
SWP SWP Growth & Income ETF 3.3 99 -59 4.3 0.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 25 7.2 +2.9
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.9 -0.4
DFLV Dimensional US Large Cap Value ETF 3.2 22 18 6.5 +2.3
UDI USCF Dividend Income Fund 3.2 65 -25 6.8 +2.6
MAVF Matrix Advisors Value ETF 3.2 75 -35 5.4 +1.1
JEPI JPMorgan Equity Premium Income ETF 3.2 35 5 4.8 +0.5
XOEF iShares S&P 500 ex S&P 100 ETF 3.2 20 20 4.9 +0.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 6.0 +1.7
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -19 2.8 -1.5
DFUV Dimensional US Marketwide Value ETF 3.2 22 18 6.6 +2.3
CHRI Global X S&P 500 Christian Values ETF 3.1 29 11 4.2 -0.0
VDIG Vanguard Wellington Dividend Growth Active ETF 3.1 40 0 4.5 +0.3
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.3 +1.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.1 35 5 5.4 +1.2
IMCG iShares Morningstar Mid-Cap Growth ETF 3.1 6 34 3.7 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.1 40 0 5.4 +1.1
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 6.1 +1.9
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -30 1.1 -3.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.2 -0.1
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -7 4.8 +0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.1 45 -5 3.9 -0.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 3.7 -0.5
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -55 2.8 -1.5
PEXL Pacer US Export Leaders ETF 3.0 60 -20 3.5 -0.8
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.7 +1.4
VO Vanguard Mid-Cap ETF 3.0 4 36 5.5 +1.2
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -15 4.3 0.0
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 31 4.9 +0.7
FFND Future Fund Active ETF 3.0 100 -60 4.6 +0.3
QDIV Global X S&P 500 Quality Dividend ETF 3.0 20 20 7.9 +3.6
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.9 -1.3
AVMC Avantis U.S. Mid Cap Equity ETF 3.0 18 22 6.3 +2.1
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 3.0 55 -15 9.6 +5.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.0 59 -19 2.0 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 30 4.6 +0.3
CHGX AXS Change Finance ESG ETF 2.9 49 -9 4.9 +0.6
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.9 60 -20 7.3 +3.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -30 2.3 -2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.9 9 31 5.4 +1.2
LFSC F/m Emerald Life Sciences Innovation ETF 2.9 79 -39 0.0 -4.3
AQEC AQE Core ETF 2.9 49 -9 5.1 +0.9
SDY State Street SPDR S&P Dividend ETF 2.9 35 5 6.0 +1.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.9 48 -8 5.5 +1.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.8 12 28 7.3 +3.1
DIVL Madison Dividend Value ETF 2.8 65 -25 4.8 +0.5
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 40 7.7 +3.4
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 14 3.1 -1.1
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.5 +0.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 1.4 -2.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.7 +1.5
BFOR ALPS Barron's 400 ETF 2.7 65 -25 5.2 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 2.7 29 11 6.7 +2.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -20 5.1 +0.9
IWX iShares Russell Top 200 Value ETF 2.7 20 20 5.3 +1.1
IQM Franklin Intelligent Machines ETF 2.7 50 -10 1.3 -2.9
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 31 5.7 +1.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.7 20 20 0.9 -3.4
CGGR Capital Group Growth ETF 2.7 39 1 2.6 -1.6
ITAN Sparkline Intangible Value ETF 2.7 50 -10 6.5 +2.3
GLBL Pacer MSCI World Industry Advantage ETF 2.7 65 -25 3.8 -0.5
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 5.5 +1.3
BLCR iShares Large Cap Core Active ETF 2.6 36 4 3.2 -1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.8 +1.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 31 4.6 +0.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 6.4 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 10 7.6 +3.4
HDUS Hartford Disciplined US Equity ETF 2.6 19 21 5.0 +0.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.5 35 5 4.6 +0.4
MODL VictoryShares WestEnd U.S. Sector ETF 2.5 42 -2 4.3 +0.0
PRXV Praxis Impact Large Cap Value ETF 2.5 36 4 5.9 +1.6
SIZE iShares MSCI USA Size Factor ETF 2.5 15 25 5.7 +1.5
SAMM Strategas Macro Momentum ETF 2.5 66 -26 3.8 -0.4
SMAP Amplify Small-Mid Cap Equity ETF 2.5 60 -20 4.8 +0.5
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.8 +0.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 20 4.4 +0.1
TMAT Main Thematic Innovation ETF 2.4 164 -124 -2.0 -6.2
VIG Vanguard Dividend Appreciation ETF 2.4 5 35 5.1 +0.8
SCHV Schwab U.S. Large-Cap Value ETF 2.4 4 36 5.9 +1.7
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 -18 5.8 +1.6
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 10.0 +5.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.4 18 22 7.0 +2.8
ACVF American Conservative Values ETF 2.4 75 -35 3.9 -0.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.4 35 5 4.8 +0.5
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.3 +0.1
TMFG Motley Fool Global Opportunities ETF 2.4 85 -45 3.9 -0.3
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -10 5.5 +1.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.4 15 25 4.6 +0.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -25 1.6 -2.7
VONV Vanguard Russell 1000 Value ETF 2.3 7 33 5.8 +1.6
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 25 4.9 +0.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.3 9 31 4.2 -0.0
IWD iShares Russell 1000 Value ETF 2.3 19 21 5.7 +1.5
BEEX BeeHive ETF 2.3 84 -44 4.0 -0.3
MDCP VictoryShares THB Mid Cap ESG ETF 2.3 55 -15 4.6 +0.4
XJR iShares ESG Screened S&P Small-Cap ETF 2.3 12 28 6.9 +2.6
IMCB iShares Morningstar Mid-Cap ETF 2.3 4 36 5.6 +1.3
FPX First Trust US Equity Opportunities ETF 2.3 61 -21 1.0 -3.3
DSPY Tema S&P 500 Historical Weight ETF 2.2 18 22 4.7 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 4.4 +0.1
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 12 5.1 +0.8
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 4.1 -0.2
JHMM John Hancock Multifactor Mid Cap ETF 2.2 42 -2 5.7 +1.5
MGV Vanguard Mega Cap Value ETF 2.2 7 33 5.7 +1.4
VOOV Vanguard S&P 500 Value ETF 2.2 7 33 5.8 +1.6
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 6.7 +2.4
BIBL Inspire 100 ETF 2.2 35 5 4.6 +0.4
IVE iShares S&P 500 Value ETF 2.2 18 22 5.7 +1.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.2 4 36 5.9 +1.6
STXD Strive 1000 Dividend Growth ETF 2.2 35 5 4.6 +0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -55 -0.5 -4.7
DGRO iShares Core Dividend Growth ETF 2.1 8 32 5.7 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 6.9 +2.6
PTL Inspire 500 ETF 2.1 9 31 4.7 +0.4
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -15 4.0 -0.3
TOPC iShares S&P 500 3% Capped ETF 2.1 15 25 4.6 +0.4
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 4 4.3 +0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 25 4.2 -0.1
ADME Aptus Drawdown Managed Equity ETF 2.1 79 -39 3.5 -0.7
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 -19 3.3 -1.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.1 40 0 3.6 -0.7
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 31 4.5 +0.2
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 4.8 +0.5
NIXT Research Affiliates Deletions ETF 2.1 9 31 7.5 +3.2
DIVN Horizon Dividend Income ETF 2.1 70 -30 6.5 +2.3
AFSM First Trust Active Factor Small Cap ETF 2.1 75 -35 6.5 +2.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.1 49 -9 4.2 -0.1
IUSV iShares Core S&P US Value ETF 2.1 4 36 6.0 +1.8
IWR iShares Russell Midcap ETF 2.1 19 21 5.7 +1.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.0 25 15 4.4 +0.1
TMFX Motley Fool Next Index ETF 2.0 50 -10 3.1 -1.1
IWO iShares Russell 2000 Growth ETF 2.0 24 16 0.6 -3.7
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 20 -4.3 -8.6
OALC OneAscent Large Cap Core ETF 2.0 86 -46 3.8 -0.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 31 4.3 +0.1
STXV Strive 1000 Value ETF 2.0 18 22 7.1 +2.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.0 19 21 5.0 +0.8
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 5.3 +1.1
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 5 3.4 -0.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.0 32 8 4.2 -0.0
KRMA Global X Conscious Companies ETF 2.0 43 -3 5.6 +1.3
FDG American Century Focused Dynamic Growth ETF 2.0 45 -5 1.9 -2.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 9.9 +5.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 25 9.9 +5.6
TMFS Motley Fool Small-Cap Growth ETF 2.0 85 -45 1.3 -3.0
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 9.8 +5.6
OPTZ Optimize Strategy Index ETF 2.0 50 -10 4.2 -0.1
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -8 4.1 -0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 4.2 -0.1
XT iShares Exponential Technologies ETF 2.0 46 -6 4.3 +0.1
THRO iShares U.S. Thematic Rotation Active ETF 2.0 90 -50 3.4 -0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 16 7.5 +3.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 4.4 +0.2
XVV iShares ESG Screened S&P 500 ETF 2.0 8 32 4.4 +0.1
JHML John Hancock Multifactor Large Cap ETF 2.0 29 11 4.8 +0.5
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -9 4.7 +0.5
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.6 +0.3
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 6.9 +2.6
PBUS Invesco MSCI USA ETF 1.9 4 36 4.5 +0.2
IJR iShares Core S&P Small Cap ETF 1.9 6 34 7.0 +2.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 7.0 +2.8
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 22 6.0 +1.8
SUSA iShares MSCI USA ESG Select ETF 1.9 25 15 4.3 +0.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.9 15 25 5.1 +0.9
NULC Nuveen ESG Large-Cap ETF 1.9 21 19 4.3 +0.0
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 6.2 +1.9
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.6 +1.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.4 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.4 +0.2
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 7.0 +2.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.9 75 -35 5.0 +0.7
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 30 4.0 -0.2
VBK Vanguard Small-Cap Growth ETF 1.9 7 33 1.4 -2.9
VTV Vanguard Value ETF 1.9 4 36 6.1 +1.8
VOTE TCW Transform 500 ETF 1.9 5 35 4.4 +0.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.9 15 25 4.1 -0.2
ILCG iShares Morningstar Growth ETF 1.9 4 36 3.3 -1.0
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.6 +0.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.9 18 22 4.0 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 4.4 +0.1
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.7 -0.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.9 52 -12 7.6 +3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.4 +0.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.3 +2.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 3.0 -1.3
MFIG Motley Fool Innovative Growth Factor ETF 1.9 50 -10 2.9 -1.4
TOLL Tema Durable Quality ETF 1.9 75 -35 4.3 0.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 4.5 +0.3
SMRI Bushido Capital US Equity ETF 1.8 71 -31 8.5 +4.2
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 20 4.5 +0.2
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 15 5.2 +0.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 4.6 +0.3
MFMO Motley Fool Momentum Factor ETF 1.8 50 -10 2.3 -1.9
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.8 20 20 4.2 -0.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.6 +0.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 23 4.4 +0.1
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.8 15 25 4.4 +0.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -25 3.7 -0.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 1.8 12 28 5.4 +1.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 10 30 4.4 +0.2
FFOX FundX Future Fund Opportunities ETF 1.8 100 -60 2.5 -1.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -20 8.8 +4.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.6 +2.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 10 4.3 +0.0
LEAD Siren DIVCON Leaders Dividend ETF 1.8 43 -3 3.8 -0.5
VOO Vanguard S&P 500 ETF 1.8 3 37 4.5 +0.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 5.3 +1.0
FTDS First Trust Dividend Strength ETF 1.8 70 -30 7.1 +2.8
IVV iShares Core S&P 500 ETF 1.8 3 37 4.5 +0.2
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 38 4.5 +0.2
SPY SPDR S&P 500 ETF 1.8 9 31 4.4 +0.2
GXLC Global X U.S. 500 ETF 1.8 2 38 4.4 +0.1
STRV Strive 500 ETF 1.7 5 35 4.4 +0.1
PRXG Praxis Impact Large Cap Growth ETF 1.7 36 4 3.3 -0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -20 6.3 +2.0
VV Vanguard Large-Cap ETF 1.7 4 36 4.4 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.4 +0.2
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 37 4.6 +0.4
VUG Vanguard Growth ETF 1.7 4 36 3.6 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.7 18 22 4.2 -0.1
ILCB iShares Morningstar U.S. Equity ETF 1.7 3 37 4.4 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 1.7 28 12 3.1 -1.2
BUL Pacer US Cash Cows Growth ETF 1.7 60 -20 3.5 -0.7
DBSC Deepwater Beachfront Small Cap ETF 1.7 85 -45 1.3 -3.0
VONE Vanguard Russell 1000 ETF 1.7 7 33 4.5 +0.2
ENHU iShares Enhanced Large Cap Core Active ETF 1.7 22 18 4.4 +0.1
IWB iShares Russell 1000 ETF 1.7 15 25 4.4 +0.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.7 20 20 6.4 +2.2
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.5 -0.7
PSC Principal U.S. Small-Cap ETF 1.7 38 2 4.1 -0.2
CGDG Capital Group Dividend Growers ETF 1.7 47 -7 5.2 +1.0
VTI Vanguard Total Stock Market ETF 1.7 3 37 4.4 +0.1
DFUS Dimensional U.S. Equity ETF 1.7 9 31 4.4 +0.1
IYY iShares Dow Jones U.S. ETF 1.7 20 20 4.3 +0.1
IWV iShares Russell 3000 ETF 1.7 20 20 4.3 +0.0
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.7 20 20 7.5 +3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 4.4 +0.1
VTHR Vanguard Russell 3000 ETF 1.7 7 33 4.4 +0.1
SFY SoFi Select 500 ETF 1.7 0 40 4.0 -0.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -40 5.8 +1.5
JAVA JPMorgan Active Value ETF 1.7 44 -4 5.8 +1.5
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 28 5.3 +1.0
IUS Invesco RAFI Strategic US ETF 1.7 19 21 6.0 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -10 6.1 +1.9
FTA First Trust Large Cap Value AlphaDEX Fund 1.7 59 -19 7.9 +3.6
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 22 4.9 +0.7
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 4.5 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.5 +2.3
AIEQ AI Powered Equity ETF 1.6 75 -35 4.0 -0.3
BDIV AAM Brentview Dividend Growth ETF 1.6 49 -9 3.7 -0.5
SCHK Schwab 1000 Index ETF 1.6 5 35 4.5 +0.3
VYM Vanguard High Dividend Yield Index ETF 1.6 6 34 6.3 +2.0
SCHB Schwab U.S. Broad Market ETF 1.6 3 37 4.5 +0.3
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -20 7.9 +3.6
OEI Optimized Equity Income ETF 1.6 75 -35 3.5 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 9 5.9 +1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.7 +1.5
IWL iShares Russell Top 200 ETF 1.6 15 25 4.1 -0.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.6 50 -10 8.9 +4.6
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 5.3 +1.1
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 30 0.7 -3.5
AGQI First Trust Active Global Quality Income ETF 1.6 85 -45 6.6 +2.3
STXG Strive 1000 Growth ETF 1.6 18 22 3.4 -0.8
RVRB Reverb ETF 1.6 30 10 4.2 -0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.6 35 5 6.8 +2.6
CZAR Themes Natural Monopoly ETF 1.6 35 5 5.4 +1.1
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.5 +0.3
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 30 4.2 -0.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.6 75 -35 3.2 -1.1
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 6.2 +1.9
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 3.7 -0.6
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 27 5.8 +1.6
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 7.1 +2.8
DSTL Distillate US Fundamental Stability & Value ETF 1.6 39 1 7.7 +3.5
APUE ActivePassive U.S. Equity ETF 1.6 45 -5 4.2 -0.0
JSTC Adasina Social Justice All Cap Global ETF 1.6 89 -49 4.8 +0.5
TMFC Motley Fool 100 Index ETF 1.5 50 -10 3.2 -1.1
ILCV iShares Morningstar Value ETF 1.5 4 36 5.6 +1.3
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.8 +1.5
DGT State Street SPDR Global Dow ETF 1.5 50 -10 6.0 +1.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 28 3.6 -0.7
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 10 4.1 -0.2
DFVX Dimensional US Large Cap Vector ETF 1.5 22 18 5.5 +1.2
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 3.7 -0.6
DFAU Dimensional US Core Equity Market ETF 1.5 12 28 4.6 +0.3
SSPY Syntax Stratified LargeCap ETF 1.5 30 10 6.3 +2.0
IMCV iShares Morningstar Mid-Cap Value ETF 1.5 6 34 7.3 +3.0
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 1.0 -3.3
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 4.2 -0.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.5 29 11 7.1 +2.8
ROUS Hartford Multifactor US Equity ETF 1.5 19 21 5.7 +1.4
STOX Horizon Core Equity ETF 1.5 70 -30 3.8 -0.5
SFTY Horizon Managed Risk ETF 1.5 77 -37 3.7 -0.6
HDV iShares Core High Dividend ETF 1.5 8 32 5.9 +1.6
FQAL Fidelity Quality Factor ETF 1.5 15 25 4.9 +0.7
MGC Vanguard Mega Cap ETF 1.5 7 33 4.1 -0.1
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.6 -0.7
RGEF Rockefeller Global Equity ETF 1.5 55 -15 4.1 -0.2
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.6 -0.7
SCHA Schwab U.S. Small-Cap ETF 1.5 4 36 4.9 +0.6
KOKU Xtrackers MSCI Kokusai Equity ETF 1.5 9 31 4.7 +0.4
IWS iShares Russell Mid-Cap Value ETF 1.4 23 17 6.5 +2.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 20 4.8 +0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 23 5.4 +1.2
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 36 6.3 +2.1
LRGF iShares U.S. Equity Factor ETF 1.4 8 32 4.9 +0.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 3.5 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.4 18 22 5.8 +1.6
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 36 3.3 -0.9
AUSF Global X Adaptive U.S. Factor ETF 1.4 27 13 8.1 +3.9
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 25 4.4 +0.2
USEW Cambria US EW ETF 1.4 30 10 4.3 +0.1
EPS WisdomTree U.S. LargeCap Fund 1.4 8 32 5.1 +0.8
FFOG Franklin Focused Growth ETF 1.4 61 -21 1.7 -2.5
VB Vanguard Small-Cap ETF 1.4 5 35 5.6 +1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.5 -1.7
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 9.6 +5.4
VOOG Vanguard S&P 500 Growth ETF 1.4 7 33 3.3 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 1.4 30 10 5.3 +1.0
MAGA Point Bridge America First ETF 1.4 72 -32 5.2 +1.0
RSSL Global X Russell 2000 ETF 1.4 8 32 3.0 -1.2
IVW iShares S&P 500 Growth ETF 1.4 18 22 3.2 -1.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 3.3 -1.0
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 5.4 +1.2
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 -14 10.0 +5.7
IWM iShares Russell 2000 ETF 1.4 19 21 2.9 -1.3
RAUS RACWI US ETF 1.4 15 25 4.4 +0.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.4 17 23 5.0 +0.8
VUSV Vanguard Wellington U.S. Value Active ETF 1.4 30 10 6.0 +1.8
MBOX Freedom Day Dividend ETF 1.4 39 1 7.1 +2.9
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 4.9 +0.6
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 6.4 +2.1
USMV iShares MSCI USA Min Vol Factor ETF 1.3 15 25 5.1 +0.9
AVMV Avantis U.S. Mid Cap Value ETF 1.3 20 20 7.7 +3.4
DCOR Dimensional US Core Equity 1 ETF 1.3 14 26 4.9 +0.6
RCGE RockCreek Global Equality ETF 1.3 95 -55 6.3 +2.1
AVUS Avantis U.S. Equity ETF 1.3 15 25 5.1 +0.8
MGK Vanguard Mega Cap Growth ETF 1.3 7 33 3.6 -0.7
EES WisdomTree U.S. SmallCap Fund 1.3 38 2 8.7 +4.4
SFGV Sequoia Global Value ETF 1.3 23 17 7.4 +3.1
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 6 6.1 +1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.6 +0.4
QTOP iShares Nasdaq Top 30 Stocks ETF 1.3 20 20 3.1 -1.1
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.3 +1.0
QUAL iShares MSCI USA Quality Factor ETF 1.3 15 25 4.6 +0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.3 79 -39 4.6 +0.4
TOK iShares MSCI Kokusai ETF 1.3 26 14 4.6 +0.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 5.7 +1.4
FBOT Fidelity Disruptive Automation ETF 1.3 50 -10 3.1 -1.1
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -35 1.6 -2.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 8.5 +4.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.3 65 -25 5.0 +0.7
FDMO Fidelity Momentum Factor ETF 1.3 15 25 2.7 -1.6
MDY SPDR S&P Midcap 400 ETF Trust 1.3 23 17 6.3 +2.1
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -20 6.6 +2.4
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 6.7 +2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 1.3 42 -2 4.5 +0.2
AQLT iShares MSCI Global Quality Factor ETF 1.2 18 22 0.0 -4.3
GVLU Gotham 1000 Value ETF 1.2 50 -10 8.4 +4.2
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 34 8.3 +4.1
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -45 5.0 +0.8
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 5.0 +0.8
URTH iShares MSCI World ETF 1.2 24 16 4.6 +0.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 35 7.8 +3.5
DXUV Dimensional US Vector Equity ETF 1.2 28 12 5.6 +1.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 2 7.0 +2.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 5 7.0 +2.8
BLES Inspire Global Hope ETF 1.2 61 -21 6.0 +1.8
GEW Cambria Global EW ETF 1.2 29 11 5.6 +1.3
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 6.0 +1.8
STXM Strive Mid-Cap ETF 1.2 18 22 5.7 +1.4
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.2 55 -15 3.5 -0.8
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 6.0 +1.8
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 6.1 +1.8
STXK Strive Small-Cap ETF 1.2 18 22 5.6 +1.4
FVD First Trust Value Line Dividend Index Fund 1.2 65 -25 5.6 +1.4
VONG Vanguard Russell 1000 Growth ETF 1.2 7 33 3.7 -0.6
IWF iShares Russell 1000 Growth ETF 1.2 19 21 3.6 -0.7
BGRO iShares Large Cap Growth Active ETF 1.2 55 -15 2.1 -2.1
VTWO Vanguard Russell 2000 ETF 1.2 7 33 3.1 -1.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 36 3.5 -0.8
IJH iShares Core S&P Mid-Cap ETF 1.2 5 35 6.5 +2.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 37 6.5 +2.3
AVUQ Avantis U.S. Quality ETF 1.2 15 25 3.8 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 4.6 +0.4
GSPY Gotham Enhanced 500 ETF 1.2 50 -10 4.7 +0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.2 12 28 4.7 +0.4
OEF iShares S&P 100 ETF 1.2 20 20 4.1 -0.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 7 33 6.5 +2.2
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.6 -0.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.7 +3.4
FESM Fidelity Enhanced Small Cap ETF 1.2 28 12 2.6 -1.6
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 1.9 -2.4
QLC FlexShares US Quality Large Cap Index Fund 1.1 25 15 4.9 +0.6
COWZ Pacer US Cash Cows 100 ETF 1.1 49 -9 7.7 +3.4
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.1 49 -9 7.7 +3.4
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.8 +0.6
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.8 -0.5
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 4.4 +0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 21 5.2 +1.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.1 10 30 3.9 -0.3
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 6.4 +2.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -31 -0.6 -4.9
WCEO Hypatia Women CEO ETF 1.1 85 -45 5.1 +0.9
VXF Vanguard Extended Market ETF 1.1 5 35 4.1 -0.2
GURU Global X Guru Index ETF 1.1 75 -35 2.6 -1.6
ACWI iShares MSCI ACWI ETF 1.1 32 8 5.0 +0.7
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 2 4.1 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.7 +1.5
ULVM VictoryShares US Value Momentum ETF 1.1 20 20 6.5 +2.2
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 4.4 +0.2
DLN WisdomTree U.S. LargeCap Dividend Fund 1.1 28 12 5.6 +1.3
USMF WisdomTree U.S. Multifactor Fund 1.1 28 12 6.6 +2.3
IBOT Vaneck Robotics ETF 1.0 47 -7 3.7 -0.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.6 +2.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 36 5.9 +1.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.0 49 -9 8.1 +3.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 8.4 +4.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.2 -1.1
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 4.0 -0.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.0 49 -9 4.0 -0.3
SHRY First Trust Bloomberg Shareholder Yield ETF 1.0 60 -20 8.4 +4.1
VT Vanguard Total World Stock ETF 1.0 6 34 5.3 +1.1
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 7.2 +2.9
TAX Cambria Tax Aware ETF 1.0 49 -9 4.5 +0.2
VBR Vanguard Small Cap Value ETF 1.0 7 33 8.3 +4.1
SPIT F/m Emerald Special Situations ETF 1.0 105 -65 -0.7 -4.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 31 5.2 +0.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.0 12 28 6.6 +2.3
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -21 6.1 +1.8
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.5 +6.3
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 15 6.6 +2.4
JGRO JPMorgan Active Growth ETF 1.0 44 -4 2.5 -1.7
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 20 5.6 +1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 5.4 +1.1
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.4 -1.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.9 20 20 5.6 +1.4
FNDX Schwab Fundamental US Large Co. Index ETF 0.9 25 15 6.6 +2.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.5 +2.3
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 12 5.9 +1.6
ROE Astoria US Quality Kings ETF 0.9 49 -9 5.8 +1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 28 3.8 -0.5
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 7.0 +2.8
VALQ American Century U.S. Quality Value ETF 0.9 29 11 7.1 +2.9
CGUS Capital Group Core Equity ETF 0.9 33 7 3.8 -0.5
DARP Grizzle Growth ETF 0.9 75 -35 1.8 -2.4
RFFC ALPS Active Equity Opportunity ETF 0.9 48 -8 3.8 -0.4
IWY iShares Russell Top 200 Growth ETF 0.9 20 20 3.7 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.9 67 -27 9.0 +4.8
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 5.9 +1.6
WSML iShares MSCI World Small-Cap ETF 0.9 15 25 5.7 +1.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 3.9 -0.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 3.3 -1.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.4 +2.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 7.3 +3.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -19 5.0 +0.7
DSI iShares MSCI KLD 400 Social ETF 0.9 25 15 4.4 +0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.9 29 11 5.9 +1.7
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -10 3.9 -0.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.9 49 -9 6.9 +2.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -20 4.9 +0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 5.3 +1.1
GLOF iShares Global Equity Factor ETF 0.9 20 20 6.0 +1.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 0 4.3 +0.1
SVAL iShares US Small Cap Value Factor ETF 0.8 20 20 8.1 +3.8
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 -2 3.8 -0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 5.0 +0.8
IWC iShares Micro-Cap ETF 0.8 60 -20 -1.5 -5.7
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 3.7 -0.6
YNOT Horizon Digital Frontier ETF 0.8 75 -35 2.9 -1.4
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.2 -0.0
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.8 60 -20 10.1 +5.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.8 49 -9 4.9 +0.6
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 7.5 +3.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.9 +2.7
TTAC FCF US Quality ETF 0.7 59 -19 5.3 +1.1
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 22 4.7 +0.4
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 4.3 +0.0
IWN iShares Russell 2000 Value ETF 0.7 24 16 5.3 +1.1
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 5.5 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.7 10 30 4.5 +0.2
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 9.3 +5.1
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 30 4.5 +0.2
DIVB iShares Core Dividend ETF 0.6 5 35 7.6 +3.4
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 8.6 +4.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 15 5.8 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 22 5.1 +0.8
MFVL Motley Fool Value Factor ETF 0.6 50 -10 5.7 +1.4
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 4.3 +0.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 5.2 +1.0
SMOX Horizon Small/Mid Cap Core Equity ETF 0.6 75 -35 5.7 +1.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.6 30 10 4.2 -0.1
JSML Janus Henderson Small Cap Growth Alpha ETF 0.6 30 10 3.1 -1.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -5.2
DUHP Dimensional US High Profitability ETF 0.6 21 19 5.3 +1.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -9 5.2 +0.9
DEW WisdomTree Global High Dividend Fund 0.6 58 -18 7.4 +3.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 1 6.3 +2.1
SMMD iShares Russell 2500 ETF 0.5 15 25 6.1 +1.8
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 7.6 +3.3
ROSC Hartford Multifactor Small Cap ETF 0.5 34 6 7.7 +3.5
IOO iShares Global 100 ETF 0.5 41 -1 4.2 -0.1
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 4.0 -0.3
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -2 6.4 +2.2
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 22 8.4 +4.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.5 15 25 8.4 +4.2
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 5 5.7 +1.5
REVS Columbia Research Enhanced Value ETF 0.5 19 21 7.1 +2.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 30 8.5 +4.3
EBI Longview Advantage ETF 0.5 35 5 6.3 +2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.5 +1.2
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.5 +2.2
RECS Columbia Research Enhanced Core ETF 0.5 15 25 5.6 +1.4
AFLG First Trust Active Factor Large Cap ETF 0.5 55 -15 5.3 +1.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 5.6 +1.3
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 5.7 +1.4
JPSV JPMorgan Active Small Cap Value ETF 0.4 74 -34 8.1 +3.9
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.7 +1.5
FFF Founders 100 ETF 0.4 75 -35 2.7 -1.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 8.7 +4.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 8.5 +4.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 15 7.7 +3.5
WSGE Warren Street Global Equity ETF 0.4 80 -40 3.0 -1.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 7.1 +2.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.6 +5.3
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 3.9 -0.4
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 15 7.9 +3.6
MEDX Horizon Kinetics Medical ETF 0.3 85 -45 1.5 -2.7
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 8.8 +4.6
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 9.2 +4.9
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -28 3.4 -0.9
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 -10 4.6 +0.4
VLUE iShares MSCI USA Value Factor ETF 0.3 15 25 7.9 +3.7
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -20 4.7 +0.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 7.2 +3.0
FSGS First Trust SMID Growth Strength ETF 0.3 60 -20 5.0 +0.7
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.3 60 -20 6.0 +1.8
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -41 3.4 -0.8
OSCV Opus Small Cap Value ETF 0.3 79 -39 6.0 +1.7
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.3 70 -30 4.1 -0.2
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.3 59 -19 8.9 +4.6
DVGR DAC 3D Dividend Growth ETF 0.3 65 -25 4.8 +0.6
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 18 5.0 +0.7
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -7 0.0 -4.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 15 11.9 +7.7
HELX Franklin Genomic Advancements ETF 0.3 50 -10 -1.4 -5.7
NUDV Nuveen ESG Dividend ETF 0.2 26 14 6.2 +2.0
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.2 -0.1
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 4.0 -0.2
PY Principal Value ETF 0.2 15 25 7.2 +3.0
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.1 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 8.6 +4.4
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 6.2 +2.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 8.2 +3.9
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 25 2.8 -1.4
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.6 +3.3
ISRA VanEck Israel ETF 0.2 59 -19 6.0 +1.8
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.2 -3.0
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 7.5 +3.2
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.2 49 -9 8.8 +4.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 10.8 +6.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -19 9.9 +5.6
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -3.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 3.5 -0.8
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -4.7
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 7.9 +3.7
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -2.0 -6.3
TEXN iShares Texas Equity ETF 0.1 20 20 5.3 +1.0
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -36 3.5 -0.8
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.3 -3.0
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 8.6 +4.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.0 20 20 9.0 +4.8
VEGN US Vegan Climate ETF 0.0 60 -20 4.2 -0.1

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 3.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.3 %
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.