iShares U.S. Medical Devices ETF
ALTAR
Score™		 4.1% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 27.1x 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) $4,139
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 48
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 15.6 %
BOSTON SCIENTIFIC CORP 11.0 %
IDEXX LABORATORIES INC 4.9 %
MEDTRONIC PLC 4.8 %
BECTON DICKINSON AND CO 4.7 %
EDWARDS LIFESCIENCES CORP 4.7 %
GE HEALTHCARE TECHNOLOGIES INC. 4.5 %
RESMED INC 4.1 %
STRYKER CORP 4.1 %
Total 75.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.4 %
IRELAND 7.7 %
BRITAIN 0.6 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
10.5% 5.7% 4.7% 12.7% 11.5%

Market Correlations
versus... Beta R-squared
S&P500 0.72 57%
MSCI EAFE 0.79 49%
MSCI Emg. Mkts. 0.59 31%

Technical Indicators
Recent close $62.29
30d moving avg. $62.35
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 51

Liquidity measures
Avg. volume (thou.) 1,239
Turnover 1.9%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 678 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™: 4.1%


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 35.9 35 5 3.2 -0.9
MDEV First Trust Indxx Medical Devices ETF 32.5 70 -30 4.8 +0.7
FMED Fidelity Disruptive Medicine ETF 27.9 50 -10 -0.6 -4.7
BMED Future Health ETF 25.4 85 -45 0.3 -3.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.7 40 0 7.5 +3.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 24.0 65 -25 0.8 -3.3
GDOC Goldman Sachs Future Health Care Equity ETF 22.4 75 -35 2.7 -1.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.5 68 -28 2.0 -2.1
HEAL Global X HealthTech ETF 21.0 50 -10 -1.7 -5.8
XLV The Health Care Select Sector SPDR Fund 20.7 8 32 7.1 +3.0
IYH iShares U.S. Healthcare ETF 20.6 40 0 6.4 +2.3
FHLC Fidelity MSCI Health Care Index ETF 20.0 8 32 5.8 +1.7
HART IQ Healthy Hearts ETF 18.9 45 -5 6.1 +2.0
VHT Vanguard Health Care ETF 18.9 9 31 5.6 +1.5
AGNG Global X Aging Population ETF 17.3 50 -10 4.6 +0.5
HRTS Tema Heart & Health ETF 16.0 75 -35 2.3 -1.8
FDHT Fidelity Digital Health ETF 15.9 39 1 1.5 -2.6
IXJ iShares Global Healthcare ETF 14.7 42 -2 6.7 +2.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 14.6 85 -45 4.7 +0.7
FXH First Trust Health Care AlphaDEX Fund 14.1 62 -22 8.1 +4.0
MEDI Harbor Health Care ETF 13.7 80 -40 -1.5 -5.6
PINK Simplify Health Care ETF 13.3 50 -10 0.8 -3.3
ANEW ProShares MSCI Transformational Changes ETF 12.3 45 -5 5.5 +1.4
JDOC JPMorgan Healthcare Leaders ETF 11.7 65 -25 3.9 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.4 38 2 6.4 +2.3
GGRW Gabelli Growth Innovators ETF 9.0 90 -50 2.6 -1.5
MID American Century Mid Cap Growth Impact ETF 8.8 45 -5 3.7 -0.4
FLV American Century Focused Large Cap Value ETF 8.8 42 -2 6.8 +2.7
CWS AdvisorShares Focused Equity ETF 8.7 84 -44 5.5 +1.4
HAPY Harbor Human Capital Factor Unconstrained ETF 8.6 50 -10 5.9 +1.8
USRD Themes US R&D Champions ETF 8.4 29 11 4.8 +0.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.2 15 25 4.2 +0.2
HKND Humankind US Stock ETF 7.9 11 29 7.1 +3.0
BIBL Inspire 100 ETF 7.8 35 5 5.3 +1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.7 60 -20 5.0 +0.9
QGRO American Century U.S. Quality Growth ETF 7.7 29 11 3.9 -0.2
JGRW Jensen Quality Growth ETF 7.5 57 -17 4.7 +0.7
ABEQ Absolute Select Value ETF 7.4 85 -45 4.7 +0.6
DTEC ALPS Disruptive Technologies ETF 7.4 50 -10 3.8 -0.3
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 5.2 +1.1
BOTZ Global X Robotics & Artificial Intelligence ETF 7.2 69 -29 2.1 -2.0
DUNK Dana Unconstrained Equity ETF 6.9 75 -35 2.5 -1.6
IQM Franklin Intelligent Machines ETF 6.8 50 -10 2.2 -1.9
CAML Congress Large Cap Growth ETF 6.6 66 -26 3.5 -0.6
BLCV iShares Large Cap Value Active ETF 6.5 53 -13 7.4 +3.3
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -20 -1.0 -5.1
QLTY GMO U.S. Quality ETF 5.9 50 -10 4.7 +0.6
CSMD Congress SMid Growth ETF 5.9 69 -29 4.1 +0.1
SXQG ETC 6 Meridian Quality Growth ETF 5.6 100 -60 5.0 +1.0
LVOL American Century Low Volatility ETF 5.5 29 11 5.1 +1.0
REVS Columbia Research Enhanced Value ETF 5.4 19 21 7.7 +3.6
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 4.4 +0.3
NBDS Neuberger Berman Disrupters ETF 5.3 55 -15 0.8 -3.3
PCGG Polen Capital Global Growth ETF 5.2 85 -45 4.4 +0.3
BKWO BNY Mellon Women's Opportunities ETF 5.2 50 -10 3.9 -0.2
CGDV Capital Group Dividend Value ETF 5.2 33 7 4.7 +0.6
VOT Vanguard Mid-Cap Growth ETF 5.1 7 33 3.6 -0.5
SMOT VanEck Morningstar SMID Moat ETF 5.1 49 -9 6.7 +2.6
BUL Pacer US Cash Cows Growth ETF 5.1 60 -20 5.1 +1.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.0 40 0 6.0 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 5.0 65 -25 2.7 -1.4
DIVL Madison Dividend Value ETF 5.0 65 -25 5.4 +1.3
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -12 3.7 -0.4
AGIQ Sofi Agentic AI ETF 4.9 69 -29 1.9 -2.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 5.6 +1.5
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.6 +1.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.9 49 -9 4.3 +0.2
PAWZ ProShares Pet Care ETF 4.9 50 -10 3.8 -0.3
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 7.8 +3.7
MVAL VanEck Morningstar Wide Moat Value ETF 4.9 49 -9 7.0 +2.9
PRAY FIS Christian Stock Fund 4.8 69 -29 5.2 +1.1
MAVF Matrix Advisors Value ETF 4.7 75 -35 5.7 +1.6
IWFG IQ Winslow Focused Large Cap Growth ETF 4.7 65 -25 3.3 -0.8
MOAT VanEck Morningstar Wide Moat ETF 4.7 46 -6 6.2 +2.1
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 5 6.9 +2.8
AIEQ AI Powered Equity ETF 4.6 75 -35 4.8 +0.7
VALQ American Century U.S. Quality Value ETF 4.6 29 11 8.0 +3.9
ALTL Pacer Lunt Large Cap Alternator ETF 4.6 60 -20 4.8 +0.8
RND First Trust Bloomberg R&D Leaders ETF 4.6 60 -20 3.2 -0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.5 35 5 6.2 +2.1
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 4.6 +0.5
TMFM Motley Fool Mid-Cap Growth ETF 4.5 85 -45 3.0 -1.1
FIW First Trust Water ETF 4.5 53 -13 5.1 +1.0
CSD Invesco S&P Spin-Off ETF 4.5 65 -25 4.1 -0.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.5 35 5 4.2 +0.1
IWP iShares Russell Mid-Cap Growth ETF 4.5 23 17 3.4 -0.7
DURA VanEck Durable High Dividend ETF 4.5 29 11 7.4 +3.3
PSET Principal Quality ETF 4.4 15 25 5.6 +1.5
VSDA VictoryShares Dividend Accelerator ETF 4.4 35 5 7.4 +3.3
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -2 4.7 +0.6
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.3 58 -18 4.6 +0.5
RJMG FT Raymond James Multicap Growth Equity ETF 4.3 85 -45 3.1 -1.0
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 25 5.5 +1.4
BRIF FIS Bright Portfolios Focused Equity ETF 4.3 65 -25 4.9 +0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 30 5.3 +1.2
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.7 +1.6
FEGE First Eagle Global Equity ETF 4.2 79 -39 6.5 +2.4
AGRW Allspring LT Large Growth ETF 4.1 35 5 3.8 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 4.0 29 11 4.7 +0.7
SEMG Suncoast Select Growth ETF 4.0 60 -20 4.5 +0.4
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 5 4.9 +0.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -30 5.1 +1.0
HLAL Wahed FTSE USA Shariah ETF 4.0 50 -10 4.7 +0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 4.0 6 34 4.3 +0.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.9 15 25 6.8 +2.7
FTGS First Trust Growth Strength ETF 3.9 60 -20 4.6 +0.5
UDI USCF Dividend Income Fund 3.9 65 -25 8.0 +3.9
PSCH Invesco S&P SmallCap Health Care ETF 3.9 29 11 3.6 -0.5
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.8 -1.3
DAK Dakota Active Equity ETF 3.8 43 -3 4.5 +0.4
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.9 +1.8
SAMM Strategas Macro Momentum ETF 3.8 66 -26 2.3 -1.8
XOEF iShares S&P 500 ex S&P 100 ETF 3.8 20 20 5.7 +1.6
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -15 4.9 +0.8
LCF Touchstone US Large Cap Focused ETF 3.8 69 -29 4.3 +0.3
DFLV Dimensional US Large Cap Value ETF 3.7 22 18 7.5 +3.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.7 20 20 3.2 -0.9
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 6.8 +2.7
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 11 5.0 +0.9
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.6 +1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.6 50 -10 4.1 +0.1
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -19 4.4 +0.3
DFUV Dimensional US Marketwide Value ETF 3.6 22 18 7.4 +3.3
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 7.4 +3.3
CGGR Capital Group Growth ETF 3.5 39 1 3.5 -0.6
VNSE Natixis Vaughan Nelson Select ETF 3.5 80 -40 5.0 +0.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.5 45 -5 4.6 +0.5
PTL Inspire 500 ETF 3.5 9 31 5.5 +1.4
JEPI JPMorgan Equity Premium Income ETF 3.5 35 5 5.8 +1.7
FDMO Fidelity Momentum Factor ETF 3.4 15 25 3.8 -0.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.4 75 -35 5.2 +1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.4 12 28 6.5 +2.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 5.8 +1.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.4 58 -18 5.7 +1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 31 6.2 +2.1
CFA VictoryShares US 500 Volatility Wtd ETF 3.4 35 5 6.1 +2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.4 40 0 6.1 +2.0
CVAR Cultivar ETF 3.4 87 -47 7.4 +3.3
CHRI Global X S&P 500 Christian Values ETF 3.4 29 11 4.7 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 27 6.0 +1.9
DEMZ Democratic Large Cap Core ETF 3.3 45 -5 4.6 +0.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 4.1 +0.0
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 31 5.6 +1.5
VO Vanguard Mid-Cap ETF 3.2 4 36 6.0 +1.9
SDY State Street SPDR S&P Dividend ETF 3.2 35 5 6.8 +2.7
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 22 6.9 +2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 25 7.7 +3.6
FFOX FundX Future Fund Opportunities ETF 3.2 100 -60 3.5 -0.6
IWX iShares Russell Top 200 Value ETF 3.2 20 20 6.1 +2.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 6.4 +2.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 -25 5.1 +1.1
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 7.4 +3.3
ETHO Etho Climate Leadership U.S. ETF 3.2 47 -7 5.3 +1.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.1 48 -8 6.2 +2.1
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.8 +1.7
PRXV Praxis Impact Large Cap Value ETF 3.1 36 4 6.7 +2.6
FDWM Fidelity Women's Leadership ETF 3.1 59 -19 4.9 +0.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 3.1 12 28 8.0 +3.9
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 6.7 +2.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.8 +0.7
SNSR Global X Internet of Things ETF 3.1 68 -28 4.9 +0.8
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 6.2 +2.1
HLGE Hartford Longevity Economy ETF 3.0 44 -4 6.4 +2.3
GLBL Pacer MSCI World Industry Advantage ETF 3.0 65 -25 4.2 +0.1
ADME Aptus Drawdown Managed Equity ETF 3.0 79 -39 4.0 -0.1
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 3.5 -0.6
OALC OneAscent Large Cap Core ETF 3.0 86 -46 4.2 +0.1
IMCB iShares Morningstar Mid-Cap ETF 3.0 4 36 6.3 +2.3
MDLV Morgan Dempsey Large Cap Value ETF 2.9 58 -18 7.1 +3.1
AVMV Avantis U.S. Mid Cap Value ETF 2.9 20 20 8.8 +4.7
XMAG Defiance Large Cap ex-Mag 7 ETF 2.9 35 5 5.2 +1.1
SIZE iShares MSCI USA Size Factor ETF 2.9 15 25 6.3 +2.2
EUSA iShares MSCI USA Equal Weighted ETF 2.9 9 31 6.3 +2.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.9 30 10 8.2 +4.1
EVX VanEck Environmental Services ETF 2.9 55 -15 2.6 -1.5
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 27 3.1 -1.0
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 36 6.8 +2.7
BFOR ALPS Barron's 400 ETF 2.8 65 -25 5.9 +1.8
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 -30 1.1 -3.0
CHGX AXS Change Finance ESG ETF 2.8 49 -9 5.4 +1.3
ITAN Sparkline Intangible Value ETF 2.8 50 -10 6.6 +2.5
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.2 +1.1
CGUS Capital Group Core Equity ETF 2.8 33 7 4.5 +0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 25 4.7 +0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 25 5.0 +0.9
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 28 6.0 +1.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 20 4.8 +0.8
FFOG Franklin Focused Growth ETF 2.8 61 -21 2.7 -1.4
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -55 3.2 -0.9
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 26 5.1 +1.0
ACVF American Conservative Values ETF 2.7 75 -35 4.4 +0.3
RECS Columbia Research Enhanced Core ETF 2.7 15 25 5.8 +1.8
LQPE PEO AlphaQuest Thematic PE ETF 2.7 125 -85 6.9 +2.8
VONV Vanguard Russell 1000 Value ETF 2.7 7 33 6.5 +2.5
VIG Vanguard Dividend Appreciation ETF 2.7 5 35 5.6 +1.5
LFSC F/m Emerald Life Sciences Innovation ETF 2.7 79 -39 0.0 -4.1
IWD iShares Russell 1000 Value ETF 2.7 19 21 6.4 +2.4
KNO AXS Knowledge Leaders ETF 2.7 78 -38 5.7 +1.6
YLDE ClearBridge Dividend Strategy ESG ETF 2.6 60 -20 5.7 +1.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.6 65 -25 2.0 -2.1
ASLV Allspring Special Large Value ETF 2.6 35 5 6.6 +2.5
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 30 5.1 +1.0
XJR iShares ESG Screened S&P Small-Cap ETF 2.6 12 28 7.5 +3.4
BGRO iShares Large Cap Growth Active ETF 2.6 55 -15 2.8 -1.3
GK AdvisorShares Gerber Kawasaki ETF 2.6 75 -35 2.8 -1.3
VOOV Vanguard S&P 500 Value ETF 2.6 7 33 6.3 +2.2
IVE iShares S&P 500 Value ETF 2.6 18 22 6.2 +2.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.6 4 36 6.3 +2.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 15 5.0 +0.9
DSPY Tema S&P 500 Historical Weight ETF 2.6 18 22 5.2 +1.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.6 19 21 5.6 +1.5
IJT iShares S&P Small-Cap 600 Growth ETF 2.5 18 22 5.4 +1.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.5 15 25 5.4 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.5 10 30 5.6 +1.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.5 49 -9 6.6 +2.6
SMAP Amplify Small-Mid Cap Equity ETF 2.5 60 -20 5.6 +1.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 5.0 +0.9
EMOT First Trust S&P 500 Economic Moat ETF 2.5 60 -20 8.7 +4.6
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 4 5.0 +0.9
IUSV iShares Core S&P US Value ETF 2.5 4 36 6.4 +2.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 22 7.9 +3.8
RJDI RJ Eagle GCM Dividend Select Income ETF 2.5 55 -15 5.5 +1.4
PFM Invesco Dividend Achievers ETF 2.4 53 -13 5.4 +1.3
NUMG Nuveen ESG Mid-Cap Growth ETF 2.4 31 9 2.7 -1.4
ILCG iShares Morningstar Growth ETF 2.4 4 36 3.9 -0.2
NULG Nuveen ESG Large-Cap Growth ETF 2.4 26 14 3.6 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 25 6.1 +2.0
TOPC iShares S&P 500 3% Capped ETF 2.4 15 25 5.1 +1.1
TMFG Motley Fool Global Opportunities ETF 2.4 85 -45 4.1 +0.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.4 40 0 3.9 -0.2
DGRO iShares Core Dividend Growth ETF 2.4 8 32 6.6 +2.5
MGV Vanguard Mega Cap Value ETF 2.4 7 33 6.5 +2.4
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.9 +0.8
SHRY First Trust Bloomberg Shareholder Yield ETF 2.4 60 -20 10.6 +6.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.9 +0.8
VOTE TCW Transform 500 ETF 2.3 5 35 5.0 +0.9
GVIP Goldman Sachs Hedge Industry VIP ETF 2.3 45 -5 3.3 -0.8
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 5.0 +1.0
IJR iShares Core S&P Small Cap ETF 2.3 6 34 7.6 +3.5
STXD Strive 1000 Dividend Growth ETF 2.3 35 5 5.1 +1.0
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 31 4.9 +0.8
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.3 12 28 6.1 +2.0
SWP SWP Growth & Income ETF 2.3 99 -59 4.2 +0.1
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 31 9 6.8 +2.8
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.4 +1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 40 5.0 +0.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 8 5.0 +0.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 5.0 +0.9
JGRO JPMorgan Active Growth ETF 2.3 44 -4 3.7 -0.4
IWR iShares Russell Midcap ETF 2.3 19 21 6.3 +2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.3 59 -19 2.1 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.2 +1.1
VTV Vanguard Value ETF 2.3 4 36 6.8 +2.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 5.0 +0.9
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 11 6.9 +2.8
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 22 6.8 +2.7
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -41 5.4 +1.3
THRO iShares U.S. Thematic Rotation Active ETF 2.2 90 -50 3.9 -0.2
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 12 5.7 +1.6
FBOT Fidelity Disruptive Automation ETF 2.2 50 -10 3.5 -0.6
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.2 15 25 5.8 +1.7
IWO iShares Russell 2000 Growth ETF 2.2 24 16 0.8 -3.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.4 +1.3
VTWG Vanguard Russell 2000 Growth ETF 2.2 10 30 1.0 -3.1
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 4.4 +0.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 28 4.7 +0.6
XVV iShares ESG Screened S&P 500 ETF 2.2 8 32 4.9 +0.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.9 +0.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.2 3 37 7.6 +3.5
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 25 4.7 +0.6
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -15 4.3 +0.2
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 7.0 +2.9
VBK Vanguard Small-Cap Growth ETF 2.2 7 33 1.8 -2.3
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 33 7.5 +3.4
TOLL Tema Durable Quality ETF 2.1 75 -35 5.1 +1.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 7.6 +3.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.1 59 -19 8.8 +4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.1 95 -55 -0.4 -4.4
PSC Principal U.S. Small-Cap ETF 2.1 38 2 6.9 +2.8
TMFX Motley Fool Next Index ETF 2.1 50 -10 3.1 -1.0
QGRW WisdomTree U.S. Quality Growth Fund 2.1 28 12 4.5 +0.4
OPTZ Optimize Strategy Index ETF 2.1 50 -10 4.9 +0.8
FDG American Century Focused Dynamic Growth ETF 2.1 45 -5 2.2 -1.9
QUVU Hartford Quality Value ETF 2.1 46 -6 7.4 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 34 3.0 -1.1
AFSM First Trust Active Factor Small Cap ETF 2.1 75 -35 7.5 +3.4
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 34 8.2 +4.1
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.0 20 20 4.7 +0.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.0 49 -9 4.8 +0.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.9 -0.2
STXV Strive 1000 Value ETF 2.0 18 22 8.2 +4.1
KRMA Global X Conscious Companies ETF 2.0 43 -3 6.1 +2.0
BLCR iShares Large Cap Core Active ETF 2.0 36 4 3.8 -0.3
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 20 -4.5 -8.6
VOO Vanguard S&P 500 ETF 2.0 3 37 5.0 +0.9
PRXG Praxis Impact Large Cap Growth ETF 2.0 36 4 3.8 -0.3
JHMM John Hancock Multifactor Mid Cap ETF 2.0 42 -2 6.3 +2.2
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 2 4.6 +0.5
IVV iShares Core S&P 500 ETF 2.0 3 37 5.0 +0.9
SDG iShares MSCI Global Sustainable Development Goals ETF 2.0 49 -9 5.3 +1.2
SPYM State Street SPDR Portfolio S&P 500 ETF 2.0 2 38 5.0 +0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -35 4.2 +0.1
VUG Vanguard Growth ETF 2.0 4 36 4.4 +0.3
SPY SPDR S&P 500 ETF 2.0 9 31 4.9 +0.8
STRV Strive 500 ETF 2.0 5 35 4.9 +0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 4.6 +0.6
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 37 4.9 +0.8
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.0 30 10 4.8 +0.8
VV Vanguard Large-Cap ETF 2.0 4 36 4.9 +0.8
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 22 4.7 +0.6
MDCP VictoryShares THB Mid Cap ESG ETF 2.0 55 -15 5.9 +1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -24 1.2 -2.9
PBUS Invesco MSCI USA ETF 1.9 4 36 5.0 +0.9
BEEX BeeHive ETF 1.9 84 -44 4.4 +0.3
HDV iShares Core High Dividend ETF 1.9 8 32 7.2 +3.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 37 5.2 +1.1
GXLC Global X U.S. 500 ETF 1.9 2 38 4.9 +0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.9 50 -10 8.7 +4.6
DFVX Dimensional US Large Cap Vector ETF 1.9 22 18 6.4 +2.3
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 7.4 +3.3
VYM Vanguard High Dividend Yield Index ETF 1.9 6 34 7.1 +3.0
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 6.0 +1.9
SFY SoFi Select 500 ETF 1.9 0 40 4.6 +0.5
VONE Vanguard Russell 1000 ETF 1.9 7 33 5.0 +0.9
BLES Inspire Global Hope ETF 1.9 61 -21 6.9 +2.8
DFUS Dimensional U.S. Equity ETF 1.9 9 31 4.9 +0.8
EPS WisdomTree U.S. LargeCap Fund 1.9 8 32 5.8 +1.7
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 16 7.5 +3.4
VTI Vanguard Total Stock Market ETF 1.9 3 37 4.9 +0.8
IWB iShares Russell 1000 ETF 1.9 15 25 4.9 +0.8
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 5.1 +1.0
OEI Optimized Equity Income ETF 1.9 75 -35 4.0 -0.1
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.9 +0.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.9 35 5 5.4 +1.3
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -19 5.9 +1.8
AGQI First Trust Active Global Quality Income ETF 1.9 85 -45 5.2 +1.1
STXG Strive 1000 Growth ETF 1.9 18 22 3.9 -0.2
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 4.4 +0.3
NIXT Research Affiliates Deletions ETF 1.9 9 31 8.1 +4.0
IWV iShares Russell 3000 ETF 1.9 20 20 4.8 +0.7
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.9 55 -15 10.3 +6.2
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -9 4.4 +0.3
GCOW Pacer Global Cash Cows Dividend ETF 1.9 60 -20 10.4 +6.3
IYY iShares Dow Jones U.S. ETF 1.9 20 20 4.8 +0.8
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 7.2 +3.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.9 +0.8
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 7.8 +3.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 1 1.7 -2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.9 60 -20 4.9 +0.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.9 65 -25 3.8 -0.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.9 75 -35 3.6 -0.5
HDUS Hartford Disciplined US Equity ETF 1.9 19 21 5.9 +1.8
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.7 +0.6
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.8 35 5 3.7 -0.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 6.0 +1.9
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 5.0 +1.0
SCHK Schwab 1000 Index ETF 1.8 5 35 5.1 +1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 5.5 +1.4
SCHB Schwab U.S. Broad Market ETF 1.8 3 37 5.0 +0.9
QDIV Global X S&P 500 Quality Dividend ETF 1.8 20 20 9.0 +4.9
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 20 8.2 +4.1
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 5.2 +1.1
IWL iShares Russell Top 200 ETF 1.8 15 25 4.6 +0.5
FQAL Fidelity Quality Factor ETF 1.8 15 25 5.9 +1.8
RVRB Reverb ETF 1.8 30 10 4.6 +0.5
DGT State Street SPDR Global Dow ETF 1.8 50 -10 6.6 +2.5
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 7.5 +3.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.8 85 -45 6.8 +2.7
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 27 6.1 +2.0
SUSA iShares MSCI USA ESG Select ETF 1.8 25 15 4.8 +0.7
SFYX SoFi Next 500 ETF 1.8 0 40 6.0 +1.9
RGEF Rockefeller Global Equity ETF 1.8 55 -15 4.7 +0.6
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 5.4 +1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.2 +1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.9 +0.8
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -19 3.0 -1.1
SPXM Azoria 500 Meritocracy ETF 1.8 47 -7 4.6 +0.5
GQI Natixis Gateway Quality Income ETF 1.8 34 6 5.1 +1.1
STXK Strive Small-Cap ETF 1.7 18 22 6.0 +2.0
MGK Vanguard Mega Cap Growth ETF 1.7 7 33 4.5 +0.4
MGC Vanguard Mega Cap ETF 1.7 7 33 4.7 +0.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -10 7.1 +3.1
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -49 4.9 +0.8
SSPY Syntax Stratified LargeCap ETF 1.7 30 10 6.8 +2.7
USXF iShares ESG Advanced MSCI USA ETF 1.7 10 30 4.9 +0.8
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 4.4 +0.3
STOX Horizon Core Equity ETF 1.7 70 -30 4.3 +0.3
TMFS Motley Fool Small-Cap Growth ETF 1.7 85 -45 2.7 -1.4
DFAU Dimensional US Core Equity Market ETF 1.7 12 28 5.1 +1.0
SFTY Horizon Managed Risk ETF 1.7 77 -37 4.3 +0.2
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -10 6.4 +2.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.7 65 -25 6.4 +2.3
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 22 6.5 +2.4
IUS Invesco RAFI Strategic US ETF 1.7 19 21 6.9 +2.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.7 49 -9 3.8 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 10 4.6 +0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 -5 2.7 -1.4
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -10 5.3 +1.2
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 28 4.8 +0.7
LOGO Alpha Brands Consumption Leaders ETF 1.6 69 -29 3.2 -0.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 8.3 +4.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -40 6.4 +2.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 33 5.2 +1.1
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.6 40 0 4.8 +0.7
IBOT Vaneck Robotics ETF 1.6 47 -7 4.1 +0.0
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.6 20 20 5.4 +1.3
IWS iShares Russell Mid-Cap Value ETF 1.6 23 17 7.2 +3.1
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 23 5.9 +1.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 7.3 +3.2
SCHA Schwab U.S. Small-Cap ETF 1.6 4 36 5.6 +1.5
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 25 5.8 +1.7
QWLD SPDR MSCI World StrategicFactors ETF 1.6 30 10 5.8 +1.7
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.6 +1.5
RAUS RACWI US ETF 1.6 15 25 5.0 +0.9
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 25 4.9 +0.8
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 3.2 -0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.8 +1.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.5 60 -20 4.3 +0.2
SQLV Royce Quant Small-Cap Quality Value ETF 1.5 60 -20 9.3 +5.2
QTOP iShares Nasdaq Top 30 Stocks ETF 1.5 20 20 3.9 -0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.5 10 30 6.0 +1.9
RSSL Global X Russell 2000 ETF 1.5 8 32 3.6 -0.5
IWM iShares Russell 2000 ETF 1.5 19 21 3.6 -0.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.5 60 -20 5.4 +1.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.5 15 25 5.9 +1.8
VTWO Vanguard Russell 2000 ETF 1.5 7 33 3.7 -0.4
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 20 5.4 +1.3
VOOG Vanguard S&P 500 Growth ETF 1.5 7 33 4.3 +0.2
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 4.6 +0.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -30 2.2 -1.9
TOK iShares MSCI Kokusai ETF 1.5 26 14 5.0 +0.9
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 6.8 +2.7
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 4.8 +0.7
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -2 5.3 +1.2
IUSG iShares Core S&P U.S. Growth ETF 1.5 4 36 4.3 +0.2
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 25 5.3 +1.2
VB Vanguard Small-Cap ETF 1.5 5 35 6.1 +2.0
IVW iShares S&P 500 Growth ETF 1.5 18 22 4.1 -0.0
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 5.5 +1.5
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.5 4 36 4.2 +0.1
QQQ Invesco QQQ Trust Series I 1.5 20 20 4.3 +0.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 15 7.8 +3.7
AVUS Avantis U.S. Equity ETF 1.5 15 25 5.8 +1.7
JAVA JPMorgan Active Value ETF 1.5 44 -4 6.4 +2.3
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 4.4 +0.3
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.8 +1.7
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 25 5.9 +1.8
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 10.3 +6.2
DCOR Dimensional US Core Equity 1 ETF 1.4 14 26 5.4 +1.4
XMHQ Invesco S&P MidCap Quality ETF 1.4 25 15 6.9 +2.8
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 36 7.0 +2.9
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 15 5.3 +1.3
ILCV iShares Morningstar Value ETF 1.4 4 36 6.4 +2.3
RCGE RockCreek Global Equality ETF 1.4 95 -55 6.5 +2.5
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 6.0 +1.9
URTH iShares MSCI World ETF 1.4 24 16 5.1 +1.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -27 9.9 +5.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.4 29 11 7.0 +2.9
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 4.8 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 23 6.0 +1.9
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 5.6 +1.5
TMFC Motley Fool 100 Index ETF 1.4 50 -10 3.6 -0.5
GSPY Gotham Enhanced 500 ETF 1.4 50 -10 5.3 +1.2
JPEF JPMorgan Equity Focus ETF 1.4 50 -10 4.5 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 3.0 -1.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.3 5 35 8.0 +3.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.3 8 32 5.0 +0.9
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 15 5.1 +1.0
IJS iShares S&P Small-Cap 600 Value ETF 1.3 18 22 9.7 +5.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.3 15 25 9.7 +5.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.3 10 30 9.6 +5.5
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 1 6.8 +2.7
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 6.6 +2.5
GPT Intelligent Alpha Atlas ETF 1.3 69 -29 6.0 +1.9
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.7 +1.6
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -19 4.3 +0.2
WRND IQ Global Equity R&D Leaders ETF 1.3 18 22 7.8 +3.7
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 7.2 +3.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.3 12 28 5.0 +0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 7.0 +2.9
OEF iShares S&P 100 ETF 1.3 20 20 4.5 +0.4
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -14 11.2 +7.1
PEXL Pacer US Export Leaders ETF 1.3 60 -20 4.7 +0.6
XT iShares Exponential Technologies ETF 1.3 46 -6 5.0 +0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 2 7.8 +3.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 5 7.8 +3.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 25 9.0 +4.9
EGUS iShares ESG Aware MSCI USA Growth ETF 1.3 18 22 3.9 -0.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 11 6.5 +2.4
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 12 6.1 +2.0
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 25 6.9 +2.8
ACWI iShares MSCI ACWI ETF 1.2 32 8 5.5 +1.4
FVD First Trust Value Line Dividend Index Fund 1.2 65 -25 6.3 +2.2
MAGA Point Bridge America First ETF 1.2 72 -32 6.3 +2.2
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 4 36 3.9 -0.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.2 35 5 5.8 +1.7
VONG Vanguard Russell 1000 Growth ETF 1.2 7 33 4.7 +0.6
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 6.0 +1.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -35 1.3 -2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.2 10 30 4.3 +0.2
DXUV Dimensional US Vector Equity ETF 1.2 28 12 6.1 +2.0
IWF iShares Russell 1000 Growth ETF 1.2 19 21 4.3 +0.2
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -36 4.9 +0.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 9.1 +5.0
EES WisdomTree U.S. SmallCap Fund 1.2 38 2 8.5 +4.4
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 6.9 +2.8
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 6.8 +2.7
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.2 12 28 4.1 -0.0
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 15 7.7 +3.6
VFVA Vanguard U.S. Value Factor ETF 1.2 13 27 10.4 +6.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 19 3.9 -0.2
NUSC Nuveen ESG Small-Cap ETF 1.2 31 9 5.2 +1.1
NULV Nuveen ESG Large-Cap Value ETF 1.2 26 14 6.3 +2.2
VT Vanguard Total World Stock ETF 1.2 6 34 5.8 +1.7
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 12 6.4 +2.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.2 35 5 7.3 +3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.6 +1.5
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 4.1 -0.0
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 8.5 +4.4
MDY SPDR S&P Midcap 400 ETF Trust 1.1 24 16 7.1 +3.0
IJH iShares Core S&P Mid-Cap ETF 1.1 5 35 7.3 +3.2
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 5.1 +1.0
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.1 12 28 7.4 +3.3
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 5.7 +1.6
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 4.3 +0.2
GURU Global X Guru Index ETF 1.1 75 -35 2.8 -1.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.8 +1.7
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -21 5.7 +1.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 7.3 +3.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 7.3 +3.2
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.5 +1.5
VXF Vanguard Extended Market ETF 1.1 5 35 4.5 +0.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 25 6.0 +2.0
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.7 +2.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -9 5.0 +1.0
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 15 7.3 +3.2
MOTG VanEck Morningstar Global Wide Moat ETF 1.1 52 -12 8.9 +4.8
SGLC SGI U.S. Large Cap Core ETF 1.1 85 -45 4.2 +0.1
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 15 7.3 +3.2
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.1 39 1 9.7 +5.6
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 1.0 -3.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 5 7.2 +3.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 6.0 +1.9
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 6.9 +2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 5.1 +1.0
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 7.0 +2.9
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 25 3.3 -0.8
GLOF iShares Global Equity Factor ETF 1.0 20 20 6.8 +2.7
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 28 7.9 +3.8
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 11.7 +7.6
DSI iShares MSCI KLD 400 Social ETF 1.0 25 15 5.0 +0.9
VBR Vanguard Small Cap Value ETF 1.0 7 33 9.0 +4.9
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 1 8.6 +4.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.0 20 20 5.5 +1.4
GEW Cambria Global EW ETF 0.9 29 11 6.0 +1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 7.3 +3.2
RFFC ALPS Active Equity Opportunity ETF 0.9 48 -8 4.6 +0.5
TAX Cambria Tax Aware ETF 0.9 49 -9 6.1 +2.1
ROUS Hartford Multifactor US Equity ETF 0.9 19 21 7.0 +3.0
IWY iShares Russell Top 200 Growth ETF 0.9 20 20 4.4 +0.3
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -25 8.3 +4.2
SPIT F/m Emerald Special Situations ETF 0.9 105 -65 -0.9 -5.0
ROE Astoria US Quality Kings ETF 0.9 49 -9 7.1 +3.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 6.1 +2.1
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 22 5.4 +1.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -31 -1.4 -5.5
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 34 8.4 +4.4
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 12 9.9 +5.8
SVAL iShares US Small Cap Value Factor ETF 0.8 20 20 8.7 +4.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 1 5.0 +0.9
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 13 8.8 +4.7
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -19 6.4 +2.3
GVLU Gotham 1000 Value ETF 0.8 50 -10 9.5 +5.4
AFLG First Trust Active Factor Large Cap ETF 0.8 55 -15 6.5 +2.4
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.8 49 -9 7.2 +3.1
HGRO Hedgeye Quality Growth ETF 0.8 70 -30 3.7 -0.4
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.6 +0.5
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -40 4.4 +0.3
STXM Strive Mid-Cap ETF 0.8 18 22 6.5 +2.4
BELT iShares Long-Term U.S. Equity Active ETF 0.7 75 -35 3.1 -1.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.7 75 -35 4.8 +0.7
IWN iShares Russell 2000 Value ETF 0.7 24 16 6.4 +2.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 15 6.0 +1.9
VFMF Vanguard U.S. Multifactor ETF 0.7 18 22 7.7 +3.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -20 6.9 +2.9
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 6.4 +2.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 -25 2.2 -1.9
TTAC FCF US Quality ETF 0.7 59 -19 6.2 +2.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.4 +2.3
DIVB iShares Core Dividend ETF 0.7 5 35 8.2 +4.1
IWC iShares Micro-Cap ETF 0.7 60 -20 -1.3 -5.4
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 4.8 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 17 6.1 +2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 3 6.3 +2.2
SFGV Sequoia Global Value ETF 0.7 23 17 8.2 +4.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 10.0 +5.9
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 30 5.0 +0.9
QDF FlexShares Quality Dividend Index Fund 0.7 37 3 6.4 +2.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.7 25 15 12.0 +7.9
IJJ iShares S&P Mid-Cap 400 Value ETF 0.7 18 22 8.7 +4.6
WCEO Hypatia Women CEO ETF 0.7 85 -45 3.2 -0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -35 5.6 +1.5
DSMC Distillate Small/Mid Cash Flow ETF 0.7 55 -15 12.8 +8.7
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 7.0 +3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.6 15 25 8.7 +4.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 30 8.7 +4.6
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.6 49 -9 6.2 +2.1
AVUQ Avantis U.S. Quality ETF 0.6 15 25 4.6 +0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 21 6.3 +2.2
DUHP Dimensional US High Profitability ETF 0.6 21 19 6.4 +2.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 7.9 +3.8
EBI Longview Advantage ETF 0.6 35 5 6.8 +2.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 22 5.8 +1.7
IOO iShares Global 100 ETF 0.6 41 -1 4.7 +0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 7.5 +3.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -5.0
SMMD iShares Russell 2500 ETF 0.6 15 25 6.8 +2.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -20 4.4 +0.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 4.3 +0.2
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 8.1 +4.0
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 18 5.8 +1.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 -15 4.3 +0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 25 8.3 +4.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -33 11.6 +7.5
FFTY Innovator IBD 50 ETF 0.5 80 -40 -2.0 -6.1
YNOT Horizon Digital Frontier ETF 0.5 75 -35 3.4 -0.7
EZM WisdomTree U.S. MidCap Fund 0.5 38 2 8.6 +4.6
VLUE iShares MSCI USA Value Factor ETF 0.5 15 25 9.4 +5.3
ISMD Inspire Small/Mid Cap ETF 0.5 54 -14 5.3 +1.2
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 2 9.1 +5.0
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -30 10.6 +6.5
GOP Unusual Whales Subversive Republican Trading ETF 0.4 50 -10 5.5 +1.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.7 +5.7
ALRG Allspring LT Large Core ETF 0.4 28 12 4.5 +0.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 9.1 +5.1
ROSC Hartford Multifactor Small Cap ETF 0.4 34 6 8.8 +4.7
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 1.4 -2.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 9.5 +5.4
JPSV JPMorgan Active Small Cap Value ETF 0.4 74 -34 8.5 +4.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 3.8 -0.3
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -39 5.8 +1.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 8.3 +4.2
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.8 -0.3
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 9.0 +4.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 8.0 +3.9
INRO iShares U.S. Industry Rotation Active ETF 0.3 42 -2 4.8 +0.7
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 10.1 +6.1
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 25 7.8 +3.7
XSLV Invesco S&P SmallCap Low Volatility ETF 0.3 25 15 8.3 +4.2
LEAD Siren DIVCON Leaders Dividend ETF 0.3 43 -3 4.5 +0.4
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -7 0.0 -4.1
TMAT Main Thematic Innovation ETF 0.2 164 -124 -1.5 -5.6
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 4.6 +0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 10 8.3 +4.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.5 +3.4
FSGS First Trust SMID Growth Strength ETF 0.2 60 -20 5.3 +1.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 7.0 +2.9
OSCV Opus Small Cap Value ETF 0.2 79 -39 7.1 +3.0
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 5.0 +0.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 10.0 +5.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 9.8 +5.7
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 5.5 +1.4
PKW Invesco Buyback Achievers ETF 0.2 62 -22 8.0 +3.9
ISRA VanEck Israel ETF 0.2 59 -19 6.9 +2.8
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.7 -2.4
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 8.1 +4.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.1 -4.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 5.0 +0.9
TXS Texas Capital Texas Equity Index ETF 0.1 49 -9 6.2 +2.1
IBB iShares Biotechnology ETF 0.1 45 -5 -0.3 -4.3
TEXN iShares Texas Equity ETF 0.1 20 20 6.4 +2.3
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 8.4 +4.3
ARKG ARK Genomic Revolution ETF 0.1 75 -35 0.0 -4.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 20 10.1 +6.0
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.7 -2.4
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 9.0 +4.9
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 15 9.6 +5.5
VEGN US Vegan Climate ETF 0.0 60 -20 4.8 +0.7

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 3.5 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.1 %
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.