iShares U.S. Medical Devices ETF
ALTAR
Score™
3.9% info Recommen-
dation
UNDERWEIGHT
2024E    2025E
P/E
ratio
29.2x P/Sales
ratio
4.8x
P/BV
ratio
4.3x 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) $4,901
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) $102,429
Large cap (>$10bn) 90.2%
Mid cap ($2-10bn) 8.5%
Small cap (<$2bn) 1.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 16.8 %
INTUITIVE SURGICAL INC 15.6 %
STRYKER CORP 11.2 %
BOSTON SCIENTIFIC CORP 4.7 %
EDWARDS LIFESCIENCES CORP 4.4 %
GE HEALTHCARE TECHNOLOGIES INC. 4.4 %
MEDTRONIC PLC 4.3 %
BECTON DICKINSON AND CO 4.3 %
RESMED INC 4.0 %
IDEXX LABORATORIES INC 3.8 %
Total 73.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.4 %
IRELAND 6.9 %
BRITAIN 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.0% 29.0% 7.5% 13.1% 11.9%

Market Correlations
versus... Beta R-squared
S&P500 0.95 71%
MSCI EAFE 0.94 71%
MSCI Emg. Mkts. 0.65 33%

Technical Indicators
Recent close $59.95
30d moving avg. $58.82
Annualized volatility 19.7%
Short interest (ETF) 3.6%
Short interest (Underlying) 1.6%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 481
Turnover 0.6%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $8,124

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 621 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 39.3 35 5 1.8 -2.0
MDEV First Trust Indxx Medical Devices ETF 36.2 70 -30 4.3 +0.4
RSPH Invesco S&P 500 Equal Weight Health Care ETF 28.2 40 0 8.0 +4.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 24.5 65 -25 -1.0 -4.9
IYH iShares U.S. Healthcare ETF 21.4 40 0 6.6 +2.8
XLV Health Care Select Sector SPDR Fund 21.4 9 31 7.4 +3.6
FMED Fidelity Disruptive Medicine ETF 20.9 50 -10 -0.4 -4.2
GDOC Goldman Sachs Future Health Care Equity ETF 20.5 75 -35 3.7 -0.2
BHCHX Baron Health Care Strategy 20.3 75 -35 -0.8 -4.6
VHT Vanguard Health Care ETF 19.9 10 30 5.7 +1.8
FXH First Trust Health Care AlphaDEX Fund 19.8 62 -22 6.3 +2.4
AGNG Global X Aging Population ETF 19.4 50 -10 4.2 +0.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 17.9 68 -28 -0.1 -4.0
FHLC Fidelity MSCI Health Care Index ETF 17.0 8 32 6.0 +2.1
FDHT Fidelity Digital Health ETF 16.2 39 1 -2.3 -6.2
IXJ iShares Global Healthcare ETF 15.5 42 -2 6.5 +2.7
BMED Future Health ETF 14.3 85 -45 -0.2 -4.1
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 13.9 75 -35 -1.6 -5.5
HART IQ Healthy Hearts ETF 12.7 45 -5 5.0 +1.1
USRD Themes US R&D Champions ETF 11.9 29 11 7.0 +3.1
EDOC Global X Telemedicine & Digital Health ETF Registered 11.3 68 -28 -4.1 -7.9
BOTZ Global X Robotics & Artificial Intelligence ETF 11.3 69 -29 2.4 -1.5
ANEW ProShares MSCI Transformational Changes ETF 10.4 45 -5 3.6 -0.3
PINK Simplify Health Care ETF 10.3 50 -10 3.3 -0.5
FLV American Century Focused Large Cap Value ETF 9.0 42 -2 6.4 +2.5
MEDI Harbor Health Care ETF 8.8 80 -40 1.4 -2.4
NBDS Neuberger Berman Disrupters ETF 8.8 55 -15 1.5 -2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.1 38 2 5.7 +1.8
HKND Humankind US Stock ETF 8.1 11 29 7.1 +3.3
DTEC ALPS Disruptive Technologies ETF 7.6 50 -10 3.7 -0.2
CWS AdvisorShares Focused Equity ETF 7.5 84 -44 4.6 +0.7
IQM Franklin Intelligent Machines ETF 7.5 50 -10 3.2 -0.6
RUNN Running Oak Efficient Growth ETF 7.0 58 -18 4.5 +0.6
BIBL Inspire 100 ETF 7.0 35 5 5.1 +1.2
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.7 60 -20 4.6 +0.8
GGRW Gabelli Growth Innovators ETF 6.6 90 -50 2.5 -1.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.4 65 -25 3.9 +0.0
JGRW Jensen Quality Growth ETF 6.1 57 -17 4.8 +1.0
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.1 75 -35 6.1 +2.3
SXQG ETC 6 Meridian Quality Growth ETF 6.1 100 -60 4.0 +0.1
QLTY GMO U.S. Quality ETF 6.0 50 -10 4.4 +0.6
PJP Invesco Pharmaceuticals ETF 6.0 57 -17 10.3 +6.4
KOMP SPDR S&P Kensho New Economies Composite ETF 5.9 20 20 1.0 -2.8
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 5.8 65 -25 3.7 -0.1
SWP SWP Growth & Income ETF 5.8 99 -59 4.1 +0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 5.7 25 15 5.2 +1.3
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.9 -0.0
BFTHX Baron Fifth Avenue Growth Retail 5.3 75 -35 1.7 -2.2
CAML Congress Large Cap Growth ETF 5.3 66 -26 3.2 -0.7
BELT iShares Long-Term U.S. Equity Active ETF 5.1 75 -35 3.5 -0.3
CATH Global X S&P 500 Catholic Values Custom ETF 5.1 29 11 4.9 +1.0
CSMD Congress SMid Growth ETF 5.1 69 -29 4.3 +0.4
VIRS Pacer BioThreat Strategy ETF 5.0 70 -30 6.1 +2.2
PRAY FIS Christian Stock Fund 4.9 69 -29 5.9 +2.1
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.1 +1.3
HLAL Wahed FTSE USA Shariah ETF 4.8 50 -10 4.9 +1.0
ALTL Pacer Lunt Large Cap Alternator ETF 4.8 60 -20 4.8 +1.0
AIEQ AI Powered Equity ETF 4.8 75 -35 3.9 -0.0
BARAX Baron Asset Retail 4.7 75 -35 3.4 -0.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.7 60 -20 -2.3 -6.1
RND First Trust Bloomberg R&D Leaders ETF 4.7 60 -20 3.5 -0.3
IPDP Dividend Performers ETF 4.7 122 -82 5.2 +1.3
BLCV iShares Large Cap Value Active ETF 4.6 53 -13 8.1 +4.3
IGPT Invesco AI and Next Gen Software ETF 4.6 60 -20 3.8 -0.1
PCGG Polen Capital Global Growth ETF 4.6 85 -45 3.5 -0.4
CGDV Capital Group Dividend Value ETF 4.5 33 7 5.6 +1.7
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 5.9 +2.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.4 70 -30 4.4 +0.5
CSD Invesco S&P Spin-Off ETF 4.4 65 -25 10.0 +6.1
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -12 2.8 -1.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 5 5.8 +2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.3 65 -25 2.7 -1.2
BEEZ Honeytree U.S. Equity ETF 4.2 64 -24 4.7 +0.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.2 15 25 4.1 +0.2
ABEQ Absolute Select Value ETF 4.2 85 -45 4.3 +0.5
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 4.0 61 -21 2.8 -1.0
DIVL Madison Dividend Value ETF 4.0 65 -25 5.5 +1.7
BKWO BNY Mellon Women's Opportunities ETF 3.9 50 -10 3.9 +0.1
LVOL American Century Low Volatility ETF 3.9 29 11 4.9 +1.1
PSCH Invesco S&P SmallCap Health Care ETF 3.9 29 11 4.0 +0.1
IWX iShares Russell Top 200 Value ETF 3.9 20 20 6.0 +2.2
VSDA VictoryShares Dividend Accelerator ETF 3.8 35 5 6.7 +2.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.8 58 -18 5.0 +1.2
PAWZ ProShares Pet Care ETF 3.8 50 -10 3.8 -0.1
BPTRX Baron Partners Retail 3.8 75 -35 3.6 -0.3
TMFM Motley Fool Mid-Cap Growth ETF 3.8 85 -45 3.0 -0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.8 50 -10 4.2 +0.4
POWA Invesco Bloomberg Pricing Power ETF 3.7 40 0 5.6 +1.8
IWP iShares Russell Mid-Cap Growth ETF 3.7 23 17 3.1 -0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 3.7 6 34 4.0 +0.1
MODL VictoryShares WestEnd U.S. Sector ETF 3.7 42 -2 4.7 +0.9
ADME Aptus Drawdown Managed Equity ETF 3.7 79 -39 4.0 +0.2
FDG American Century Focused Dynamic Growth ETF 3.7 45 -5 2.6 -1.2
CRTC Xtrackers US National Critical Technologies ETF 3.6 35 5 5.1 +1.2
MOAT VanEck Morningstar Wide Moat ETF 3.6 46 -6 5.6 +1.8
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.6 35 5 4.6 +0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.6 10 30 5.3 +1.5
UDI USCF Dividend Income Fund 3.6 65 -25 7.3 +3.4
VOOV Vanguard S&P 500 Value ETF 3.6 10 30 6.3 +2.5
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -19 3.5 -0.4
IVE iShares S&P 500 Value ETF 3.6 18 22 6.3 +2.4
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 36 6.4 +2.5
SNSR Global X Internet of Things ETF 3.6 68 -28 4.6 +0.8
VOT Vanguard Mid-Cap Growth ETF 3.6 7 33 3.4 -0.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.5 45 -5 4.7 +0.8
FIW First Trust Water ETF 3.5 53 -13 4.5 +0.7
SNPV Xtrackers S&P 500 Value ESG ETF 3.5 15 25 6.4 +2.5
GLBL Pacer MSCI World Industry Advantage ETF 3.5 65 -25 4.7 +0.8
AGQI First Trust Active Global Quality Income ETF 3.5 85 -45 5.9 +2.0
DVND Touchstone Dividend Select ETF 3.5 67 -27 5.8 +1.9
QUVU Hartford Quality Value ETF 3.4 46 -6 6.6 +2.8
PTL Inspire 500 ETF 3.4 9 31 5.6 +1.7
IUSV iShares Core S&P US Value ETF 3.4 4 36 6.4 +2.6
DIVZ TrueShares Low Volatility Equity Income ETF 3.4 65 -25 7.2 +3.3
CVAR Cultivar ETF 3.4 87 -47 6.7 +2.8
PSET Principal Quality ETF 3.4 15 25 5.3 +1.5
CGGR Capital Group Growth ETF 3.4 39 1 3.2 -0.7
MVAL VanEck Morningstar Wide Moat Value ETF 3.4 49 -9 6.4 +2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 6.9 +3.1
MGRO VanEck Morningstar Wide Moat Growth ETF 3.3 49 -9 4.7 +0.9
PWV Invesco Large Cap Value ETF 3.3 55 -15 6.9 +3.0
GVUS Marketbeta Russell 1000 Value Equity ETF 3.3 12 28 6.2 +2.4
ZECP Zacks Earnings Consistent Portfolio ETF 3.3 55 -15 4.7 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 3.3 18 22 5.8 +1.9
SHRY First Trust Bloomberg Shareholder Yield ETF 3.3 60 -20 6.9 +3.0
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 3.3 106 -66 3.5 -0.3
ROBO ROBO Global Robotics & Automation Index ETF 3.2 95 -55 3.5 -0.4
DFUV Dimensional US Marketwide Value ETF 3.2 22 18 7.2 +3.3
DFLV Dimensional US Large Cap Value ETF 3.2 22 18 7.4 +3.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 3.2 15 25 5.8 +1.9
SPMV Invesco S&P 500 Minimum Variance ETF 3.2 10 30 5.5 +1.6
SLYG SPDR S&P 600 Small Cap Growth ETF 3.2 15 25 5.8 +1.9
RSP Invesco S&P 500 Equal Weight ETF 3.2 20 20 6.1 +2.2
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 31 5.3 +1.4
NULG Nuveen ESG Large-Cap Growth ETF 3.2 26 14 4.1 +0.3
SDY SPDR S&P Dividend ETF 3.2 35 5 5.9 +2.1
OCFS Otter Creek Focus Strategy ETF 3.2 85 -45 4.5 +0.7
LCF Touchstone US Large Cap Focused ETF 3.2 69 -29 4.1 +0.2
IWD iShares Russell 1000 Value ETF 3.1 19 21 6.1 +2.3
VONV Vanguard Russell 1000 Value ETF 3.1 8 32 6.3 +2.4
GDEF Goldman Sachs Defensive Equity ETF 3.1 55 -15 4.7 +0.9
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.7 +1.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.1 20 20 6.4 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 36 6.4 +2.6
MTUM iShares MSCI USA Momentum Factor ETF 3.1 15 25 4.1 +0.2
LOUP Innovator Deepwater Frontier Tech ETF 3.1 70 -30 1.3 -2.6
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 5 5.1 +1.3
FLQL Franklin LibertyQ U.S. Equity ETF 3.0 15 25 5.9 +2.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.0 9 31 5.8 +1.9
TMFG Motley Fool Global Opportunities ETF 3.0 85 -45 3.2 -0.7
VIG Vanguard Dividend Appreciation ETF 3.0 6 34 5.6 +1.8
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -7 3.4 -0.4
CACG ClearBridge All Cap Growth ESG ETF 3.0 54 -14 3.7 -0.2
HLGE Hartford Longevity Economy ETF 2.9 44 -4 6.0 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.9 70 -30 2.7 -1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 2.9 36 4 4.6 +0.7
STXD Strive 1000 Dividend Growth ETF 2.9 35 5 5.2 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.9 60 -20 4.9 +1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 2.9 80 -40 4.2 +0.4
CHGX AXS Change Finance ESG ETF 2.9 49 -9 5.3 +1.4
FELV Fidelity Enhanced Large Cap Value ETF 2.9 18 22 6.4 +2.6
MDLV Morgan Dempsey Large Cap Value ETF 2.9 58 -18 7.8 +4.0
VO Vanguard Mid-Cap ETF 2.9 4 36 5.3 +1.4
BGRO iShares Large Cap Growth Active ETF 2.8 55 -15 3.6 -0.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 20 5.2 +1.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.8 35 5 5.6 +1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.8 40 0 5.6 +1.7
EUSA iShares MSCI USA Equal Weighted ETF 2.8 9 31 5.7 +1.8
SAMT Strategas Macro Thematic Opportunities ETF 2.7 65 -25 4.1 +0.3
IWO iShares Russell 2000 Growth ETF 2.7 24 16 0.6 -3.3
JOET Virtus Terranova US Quality Momentum ETF 2.7 29 11 4.7 +0.9
EQUL IQ Engender Equality ETF 2.7 45 -5 5.7 +1.9
VTWG Vanguard Russell 2000 Growth ETF 2.7 15 25 0.7 -3.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.7 95 -55 0.9 -3.0
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 4.9 +1.1
SIZE iShares MSCI USA Size Factor ETF 2.7 15 25 5.6 +1.7
KRMA Global X Conscious Companies ETF 2.7 43 -3 5.7 +1.9
DIVS SmartETFs Dividend Builder ETF 2.6 65 -25 5.0 +1.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.6 6 34 2.3 -1.6
FDWM Fidelity Women's Leadership ETF 2.6 59 -19 4.7 +0.8
ITAN Sparkline Intangible Value ETF 2.6 50 -10 5.9 +2.1
SPXN ProShares S&P 500 Ex-Financials ETF 2.6 9 31 5.1 +1.2
BTHM BlackRock Future U.S. Themes ETF 2.6 60 -20 4.2 +0.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.6 9 31 3.3 -0.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 -9 4.4 +0.6
MGV Vanguard Mega Cap Value ETF 2.6 7 33 6.4 +2.6
VBK Vanguard Small-Cap Growth ETF 2.6 7 33 1.1 -2.8
KOCG FIS Knights of Columbus Global Belief ETF 2.6 75 -35 5.0 +1.2
USSE Segall Bryant & Hamill Select Equity ETF 2.5 65 -25 3.7 -0.2
EVX VanEck Environmental Services ETF 2.5 55 -15 3.3 -0.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 2.5 52 -12 5.1 +1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.5 58 -18 5.0 +1.2
JEPI JPMorgan Equity Premium Income ETF 2.5 35 5 5.1 +1.3
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.3 +1.4
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 31 4.8 +0.9
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -45 2.3 -1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.5 60 -20 4.0 +0.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.5 40 0 3.8 -0.0
HDUS Hartford Disciplined US Equity ETF 2.5 19 21 5.9 +2.1
TOLL Tema Monopolies and Oligopolies ETF 2.5 75 -35 3.3 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.5 14 26 5.0 +1.2
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 36 5.7 +1.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.5 10 30 4.4 +0.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.5 15 25 4.5 +0.6
THRO iShares U.S. Thematic Rotation Active ETF 2.5 90 -50 3.9 0.0
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 26 6.1 +2.2
TMFS Motley Fool Small-Cap Growth ETF 2.5 85 -45 2.6 -1.3
IJR iShares Core S&P Small Cap ETF 2.5 6 34 6.6 +2.8
XVV iShares ESG Screened S&P 500 ETF 2.5 8 32 4.9 +1.0
NIXT Research Affiliates Deletions ETF 2.4 9 31 5.2 +1.4
ACVF American Conservative Values ETF 2.4 75 -35 4.2 +0.3
DGRO iShares Core Dividend Growth ETF 2.4 8 32 6.3 +2.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.4 50 -10 7.6 +3.8
VIOO Vanguard S&P Small-Cap 600 ETF 2.4 10 30 6.6 +2.7
VUG Vanguard Growth ETF 2.4 4 36 4.0 +0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.7 +0.8
OALC OneAscent Large Cap Core ETF 2.4 86 -46 4.3 +0.4
SPSM SPDR Portfolio S&P 600 Small Cap ETF 2.4 3 37 6.7 +2.8
SMOT VanEck Morningstar SMID Moat ETF 2.4 49 -9 5.8 +2.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.3 20 20 5.6 +1.7
FBOT Fidelity Disruptive Automation ETF 2.3 50 -10 3.6 -0.2
STXK Strive Small-Cap ETF 2.3 18 22 5.0 +1.1
IWR iShares Russell Midcap ETF 2.3 19 21 5.4 +1.5
BSCFX Baron Small Cap Retail 2.3 75 -35 3.5 -0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 4.8 +1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.3 64 -24 1.8 -2.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.3 27 13 7.1 +3.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.3 75 -35 4.3 +0.4
ILCV iShares Morningstar Value ETF 2.3 4 36 6.2 +2.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 8 4.8 +1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 31 4.9 +1.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 4.9 +1.0
SNPE Xtrackers S&P 500 ESG ETF 2.3 10 30 5.1 +1.2
VOE Vanguard Mid-Cap Value ETF 2.3 7 33 6.9 +3.0
TMFX Motley Fool Next Index ETF 2.3 50 -10 2.8 -1.1
STXG Strive 1000 Growth ETF 2.3 18 22 4.1 +0.2
DSTL Distillate US Fundamental Stability & Value ETF 2.3 39 1 7.6 +3.7
BDFIX Baron Discovery 2.3 75 -35 0.2 -3.7
QVML Invesco S&P 500 QVM Multi-factor ETF 2.3 11 29 4.8 +1.0
IVV iShares Core S&P 500 ETF 2.2 3 37 5.0 +1.2
VOO Vanguard S&P 500 ETF 2.2 3 37 5.0 +1.1
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 38 5.0 +1.2
SPY SPDR S&P 500 ETF Trust 2.2 9 31 5.0 +1.1
IBOT Vaneck Robotics ETF 2.2 47 -7 4.1 +0.3
MOTE VanEck Morningstar ESG Moat ETF 2.2 49 -9 5.2 +1.3
VV Vanguard Large-Cap ETF 2.2 4 36 4.9 +1.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.2 10 30 4.5 +0.7
VTV Vanguard Value ETF 2.2 4 36 6.6 +2.7
STRV Strive 500 ETF 2.2 5 35 4.9 +1.1
QQQS Invesco NASDAQ Future Gen 200 ETF 2.2 20 20 -10.7 -14.6
ESIX SPDR S&P SmallCap 600 ESG ETF 2.2 12 28 7.4 +3.6
FFND Future Fund Active ETF 2.2 100 -60 -0.7 -4.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.2 3 37 5.1 +1.3
PBUS Invesco MSCI USA ETF 2.2 4 36 5.0 +1.1
DFUS Dimensional U.S. Equity ETF 2.2 9 31 4.9 +1.0
FTCS First Trust Capital Strength ETF 2.2 55 -15 5.7 +1.9
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 37 4.9 +1.1
MDCP VictoryShares THB Mid Cap ESG ETF 2.1 55 -15 5.5 +1.7
MGK Vanguard Mega Cap Growth ETF 2.1 7 33 4.3 +0.4
VONE Vanguard Russell 1000 ETF 2.1 8 32 4.9 +1.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.1 2 38 5.0 +1.1
IWB iShares Russell 1000 ETF 2.1 15 25 4.8 +1.0
XJR iShares ESG Screened S&P Small-Cap ETF 2.1 12 28 7.0 +3.1
VOTE TCW Transform 500 ETF 2.1 5 35 4.9 +1.1
VTI Vanguard Total Stock Market ETF 2.1 3 37 4.7 +0.9
AUSF Global X Adaptive U.S. Factor ETF 2.1 27 13 8.6 +4.7
IWV iShares Russell 3000 ETF 2.1 20 20 4.7 +0.8
KNO AXS Knowledge Leaders ETF 2.1 78 -38 4.9 +1.1
VTHR Vanguard Russell 3000 ETF 2.1 10 30 4.7 +0.9
FDMO Fidelity Momentum Factor ETF 2.1 15 25 4.0 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 33 4.9 +1.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 37 4.8 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 36 4.8 +0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -8 5.9 +2.0
IYY iShares Dow Jones U.S. ETF 2.1 20 20 4.8 +0.9
CGUS Capital Group Core Equity ETF 2.1 33 7 4.4 +0.6
SCHX Schwab U.S. Large-Cap ETF 2.1 3 37 5.0 +1.1
FTGS First Trust Growth Strength ETF 2.1 60 -20 5.4 +1.6
IWL iShares Russell Top 200 ETF 2.1 15 25 4.7 +0.9
DURA VanEck Durable High Dividend ETF 2.1 29 11 7.4 +3.5
BOUT Innovator IBD Breakout Opportunities ETF 2.1 81 -41 3.6 -0.2
MAGA Point Bridge America First ETF 2.1 72 -32 5.6 +1.7
JHML John Hancock Multifactor Large Cap ETF 2.1 29 11 5.3 +1.4
SCHK Schwab 1000 Index ETF 2.1 5 35 5.0 +1.1
SCHB Schwab U.S. Broad Market ETF 2.1 3 37 4.9 +1.0
MGC Vanguard Mega Cap ETF 2.1 7 33 4.8 +1.0
NANC Unusual Whales Subversive Democratic Trading ETF 2.1 75 -35 3.9 +0.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 40 5.0 +1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 29 4.9 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.1 59 -19 2.4 -1.5
FDIV MarketDesk Focused U.S. Dividend ETF 2.0 35 5 5.1 +1.2
SFY SoFi Select 500 ETF 2.0 0 40 4.5 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.0 12 28 4.5 +0.7
QQQN VictoryShares Nasdaq Next 50 ETF 2.0 18 22 4.9 +1.0
ILCG iShares Morningstar Growth ETF 2.0 4 36 3.9 +0.0
VNSE Natixis Vaughan Nelson Select ETF 2.0 80 -40 3.2 -0.6
APUE ActivePassive U.S. Equity ETF 2.0 45 -5 4.8 +0.9
RVRB Reverb ETF 2.0 30 10 4.7 +0.8
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 9 6.6 +2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.0 12 28 4.5 +0.7
NACP Impact Shares NAACP Minority Empowerment ETF 2.0 49 -9 5.0 +1.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.0 12 28 5.3 +1.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 3.4 -0.5
DEMZ Democratic Large Cap Core ETF 2.0 45 -5 4.2 +0.3
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 30 5.0 +1.1
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 11 7.2 +3.3
NULV Nuveen ESG Large-Cap Value ETF 1.9 26 14 6.7 +2.9
HDV iShares Core High Dividend ETF 1.9 8 32 7.1 +3.3
REVS Columbia Research Enhanced Value ETF 1.9 19 21 7.4 +3.5
GDVD R3 Global Dividend Growth ETF 1.9 88 -48 5.5 +1.7
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -19 5.6 +1.7
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 6.3 +2.4
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -9 4.4 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 15 6.3 +2.4
JSTC Adasina Social Justice All Cap Global ETF 1.9 89 -49 4.9 +1.1
FPX First Trust US Equity Opportunities ETF 1.9 61 -21 1.5 -2.4
JAVA JPMorgan Active Value ETF 1.9 44 -4 5.7 +1.9
QQQ Invesco QQQ Trust Series I 1.9 20 20 4.5 +0.7
QQQM Invesco NASDAQ 100 ETF 1.9 15 25 4.6 +0.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 28 4.8 +0.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 1.9 30 10 7.9 +4.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -8 4.6 +0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.8 18 22 7.2 +3.4
VYM Vanguard High Dividend Yield Index ETF 1.8 6 34 6.8 +2.9
DGT SPDR Global Dow ETF 1.8 50 -10 6.8 +2.9
IWS iShares Russell Mid-Cap Value ETF 1.8 23 17 6.2 +2.4
ROE Astoria US Quality Kings ETF 1.8 49 -9 7.2 +3.4
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 20 4.7 +0.9
SCHA Schwab U.S. Small-Cap ETF 1.8 4 36 4.4 +0.6
JHMM John Hancock Multifactor Mid Cap ETF 1.8 42 -2 6.1 +2.2
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.0 +1.2
FVD First Trust Value Line Dividend Index Fund 1.8 65 -25 6.3 +2.4
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 20 4.6 +0.8
JGRO JPMorgan Active Growth ETF 1.7 44 -4 3.5 -0.4
PSC Principal U.S. Small-Cap ETF 1.7 38 2 5.9 +2.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -25 0.2 -3.6
BLES Inspire Global Hope ETF 1.7 61 -21 6.4 +2.6
ISCB iShares Morningstar Small-Cap ETF 1.7 4 36 4.8 +0.9
IWM iShares Russell 2000 ETF 1.7 19 21 2.8 -1.1
LIVR Intelligent Livermore ETF 1.7 69 -29 6.0 +2.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 15 5.2 +1.4
VTWO Vanguard Russell 2000 ETF 1.7 10 30 2.9 -1.0
SMDY Syntax Stratified MidCap ETF 1.7 35 5 5.8 +1.9
VFQY Vanguard U.S. Quality Factor ETF 1.7 13 27 7.5 +3.6
DFVX Dimensional US Large Cap Vector ETF 1.7 22 18 6.1 +2.2
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 22 5.4 +1.6
LRGF iShares U.S. Equity Factor ETF 1.7 8 32 5.6 +1.8
STXV Strive 1000 Value ETF 1.7 18 22 7.5 +3.7
TOK iShares MSCI Kokusai ETF 1.7 26 14 5.0 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 23 4.7 +0.8
JQUA JPMorgan U.S. Quality Factor ETF 1.7 12 28 5.8 +1.9
IUS Invesco RAFI Strategic US ETF 1.7 19 21 6.8 +3.0
CZA Invesco Zacks Mid-Cap ETF 1.6 72 -32 5.6 +1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.6 9 31 5.4 +1.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 1.6 5 35 7.3 +3.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 31 5.2 +1.3
DCOR Dimensional US Core Equity 1 ETF 1.6 14 26 5.3 +1.4
SPHB Invesco S&P 500 High Beta ETF 1.6 25 15 3.5 -0.4
RECS Columbia Research Enhanced Core ETF 1.6 15 25 5.5 +1.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.6 75 -35 3.4 -0.5
VUSE Vident U.S. Equity Strategy ETF 1.6 50 -10 4.4 +0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 5.4 +1.6
BIOPX Baron Opportunity Retail 1.6 75 -35 1.0 -2.9
QGRW WisdomTree U.S. Quality Growth Fund 1.6 28 12 4.7 +0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 1.6 42 -2 5.1 +1.3
SQLV Royce Quant Small-Cap Quality Value ETF 1.6 60 -20 7.1 +3.3
FUNL CornerCap Fundametrics Large-Cap ETF 1.6 50 -10 6.7 +2.9
URTH iShares MSCI World ETF 1.6 24 16 5.2 +1.3
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 17 6.0 +2.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 18 22 4.5 +0.6
SUSA iShares MSCI USA ESG Select ETF 1.6 25 15 5.0 +1.2
RSSL Global X Russell 2000 ETF 1.6 8 32 2.6 -1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 28 4.5 +0.6
FELC Fidelity Enhanced Large Cap Core ETF 1.6 18 22 5.3 +1.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.6 35 5 5.9 +2.0
FDLO Fidelity Low Volatility Factor ETF 1.6 15 25 5.3 +1.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.6 30 10 8.2 +4.3
USMF WisdomTree U.S. Multifactor Fund 1.6 28 12 7.1 +3.2
EMOT First Trust S&P 500 Economic Moat ETF 1.5 60 -20 6.8 +2.9
SMAP Amplify Small-Mid Cap Equity ETF 1.5 60 -20 4.6 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 36 5.6 +1.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 5.3 +1.5
VB Vanguard Small-Cap ETF 1.5 5 35 4.9 +1.1
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 1 6.8 +2.9
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 25 7.5 +3.6
LFSC F/m Emerald Life Sciences Innovation ETF 1.5 79 -39 -2.9 -6.8
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.5 45 -5 3.1 -0.7
QDIV Global X S&P 500 Quality Dividend ETF 1.5 20 20 7.5 +3.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 5.4 +1.5
PWB Invesco Large Cap Growth ETF 1.5 56 -16 3.2 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 4.1 +0.2
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 36 6.0 +2.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.4 28 12 6.0 +2.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 20 7.6 +3.7
ACWI iShares MSCI ACWI ETF 1.4 32 8 5.3 +1.4
RFFC ALPS Active Equity Opportunity ETF 1.4 48 -8 4.5 +0.6
QGRO American Century U.S. Quality Growth ETF 1.4 29 11 4.4 +0.6
NTZG Nuveen Global Net Zero Transition ETF 1.4 56 -16 4.7 +0.9
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 5.3 +1.4
RGEF Rockefeller Global Equity ETF 1.4 55 -15 5.0 +1.1
ESGU iShares ESG Aware MSCI USA ETF 1.4 15 25 5.0 +1.2
SSPY Syntax Stratified LargeCap ETF 1.4 30 10 6.3 +2.4
BFOR ALPS Barron's 400 ETF 1.4 65 -25 5.6 +1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -20 6.8 +2.9
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 36 4.2 +0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 1.4 15 25 4.7 +0.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.4 24 16 7.0 +3.1
JPEF JPMorgan Equity Focus ETF 1.4 50 -10 4.0 +0.1
SPHQ Invesco S&P 500 Quality ETF 1.4 15 25 5.7 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.4 18 22 6.9 +3.1
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 6.1 +2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -9 5.6 +1.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 20 4.6 +0.7
VT Vanguard Total World Stock ETF 1.4 7 33 5.5 +1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.4 49 -9 5.3 +1.4
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -19 2.8 -1.1
GVLU Gotham 1000 Value ETF 1.3 50 -10 7.4 +3.6
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 25 7.0 +3.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 5.8 +1.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 25 7.0 +3.1
SFYX SoFi Next 500 ETF 1.3 0 40 4.7 +0.9
NUSC Nuveen ESG Small-Cap ETF 1.3 31 9 5.0 +1.2
SHE SPDR MSCI USA Gender Diversity ETF 1.3 20 20 4.9 +1.1
WRND IQ Global Equity R&D Leaders ETF 1.3 18 22 7.5 +3.6
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.3 60 -20 1.4 -2.5
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 6.5 +2.6
VLU SPDR S&P 1500 Value Tilt ETF 1.3 12 28 6.7 +2.8
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 2 4.8 +0.9
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 25 6.8 +2.9
TMFC Motley Fool 100 Index ETF 1.3 50 -10 3.7 -0.2
HAPY Harbor Human Capital Factor Unconstrained ETF 1.3 50 -10 4.4 +0.6
FMIL Fidelity New Millennium ETF 1.3 59 -19 4.8 +0.9
FNDX Schwab Fundamental US Large Co. Index ETF 1.3 25 15 6.8 +3.0
EVUS iShares ESG Aware MSCI USA Value ETF 1.3 18 22 6.4 +2.6
FNDB Schwab Fundamental US Broad Market Index ETF 1.3 25 15 6.8 +2.9
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 5.5 +1.6
AFSM First Trust Active Factor Small Cap ETF 1.3 75 -35 6.3 +2.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 34 7.5 +3.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.2 60 -20 6.4 +2.5
VOOG Vanguard S&P 500 Growth ETF 1.2 10 30 4.6 +0.7
IVW iShares S&P 500 Growth ETF 1.2 18 22 4.5 +0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 1.2 4 36 4.6 +0.8
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.6 +2.8
IWF iShares Russell 1000 Growth ETF 1.2 19 21 4.5 +0.6
VONG Vanguard Russell 1000 Growth ETF 1.2 8 32 4.6 +0.7
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 36 4.7 +0.8
OPTZ Optimize Strategy Index ETF 1.2 50 -10 2.9 -1.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.2 61 -21 4.6 +0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 5.2 +1.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 5.0 +1.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.2 8 32 5.0 +1.1
AVUS Avantis U.S. Equity ETF 1.2 15 25 5.6 +1.8
BFGFX Baron Focused Growth Retail 1.2 75 -35 3.1 -0.8
EPS WisdomTree U.S. LargeCap Fund 1.2 8 32 5.9 +2.0
ARKQ ARK Autonomous Technology & Robotics ETF 1.2 75 -35 2.4 -1.5
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 5.6 +1.7
AESR Anfield U.S. Equity Sector Rotation ETF 1.2 108 -68 4.3 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 1.2 24 16 6.2 +2.3
QUS SPDR MSCI USA StrategicFactors ETF 1.2 15 25 5.7 +1.9
IJH iShares Core S&P Mid-Cap ETF 1.2 5 35 6.4 +2.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 15 6.0 +2.1
INNO Harbor Disruptive Innovation ETF 1.2 75 -35 1.6 -2.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 19 3.8 -0.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.2 35 5 6.6 +2.7
JHDV John Hancock U.S. High Dividend ETF 1.2 34 6 6.2 +2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 16 7.3 +3.5
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 37 6.4 +2.5
RWL Invesco S&P 500 Revenue ETF 1.1 39 1 6.7 +2.9
DIVB iShares Core Dividend ETF 1.1 5 35 7.5 +3.6
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 10 30 6.4 +2.5
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 1.1 27 13 0.0 -3.9
SSLY Syntax Stratified SmallCap ETF 1.1 40 0 7.4 +3.5
VXF Vanguard Extended Market ETF 1.1 6 34 3.5 -0.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.1 85 -45 1.5 -2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.1 15 25 5.8 +1.9
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -31 -0.5 -4.3
VERS ProShares Metaverse ETF 1.1 58 -18 -16.0 -19.9
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 4.5 +0.6
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.1 40 0 6.3 +2.5
FTA First Trust Large Cap Value AlphaDEX Fund 1.1 59 -19 8.2 +4.4
DEUS Xtrackers Russell US Multifactor ETF 1.1 17 23 6.9 +3.0
TPSC Timothy Plan US Small Cap Core ETF 1.1 52 -12 6.5 +2.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 1 7.5 +3.6
DSI iShares MSCI KLD 400 Social ETF 1.0 25 15 5.0 +1.2
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 15 5.4 +1.5
GSPY Gotham Enhanced 500 ETF 1.0 50 -10 5.2 +1.4
MVPS Amplify Thematic All-Stars ETF 1.0 49 -9 2.7 -1.2
PY Principal Value ETF 1.0 15 25 7.0 +3.1
QLV FlexShares US Quality Low Volatility Index Fund 1.0 22 18 3.8 -0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 5 7.6 +3.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 2 7.6 +3.7
XSMO Invesco S&P SmallCap Momentum ETF 1.0 39 1 6.8 +3.0
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 28 7.8 +3.9
ULVM VictoryShares US Value Momentum ETF 1.0 20 20 7.0 +3.1
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 4.6 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.0 17 23 5.7 +1.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 5.8 +1.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.0 35 5 6.2 +2.3
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.0 42 -2 6.1 +2.3
SPMO Invesco S&P 500 Momentum ETF 1.0 13 27 3.8 -0.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.0 28 12 5.7 +1.9
IJS iShares S&P Small-Cap 600 Value ETF 1.0 18 22 7.4 +3.5
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.0 15 25 5.7 +1.9
USMV iShares MSCI USA Min Vol Factor ETF 1.0 15 25 5.6 +1.8
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.0 15 25 5.7 +1.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.0 15 25 7.4 +3.6
SLYV SPDR S&P 600 Small Cap Value ETF 1.0 15 25 7.4 +3.6
AFLG First Trust Active Factor Large Cap ETF 1.0 55 -15 5.8 +2.0
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.9 29 11 4.3 +0.5
PDP Invesco Dorsey Wright Momentum ETF 0.9 62 -22 3.2 -0.6
IWY iShares Russell Top 200 Growth ETF 0.9 20 20 4.6 +0.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.7 +2.9
OEF iShares S&P 100 ETF 0.9 20 20 4.8 +0.9
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -25 6.9 +3.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.9 10 30 5.1 +1.3
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.9 55 -15 4.3 +0.4
FESM Fidelity Enhanced Small Cap ETF 0.9 28 12 1.7 -2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.9 25 15 7.2 +3.4
AVSC Avantis U.S Small Cap Equity ETF 0.9 25 15 4.7 +0.8
DTD WisdomTree U.S. Total Dividend Fund 0.9 28 12 6.0 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 5.1 +1.3
ROUS Hartford Multifactor US Equity ETF 0.9 19 21 6.5 +2.7
JHSC John Hancock Multifactor Small Cap ETF 0.9 42 -2 6.6 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 33 5.3 +1.4
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 5.4 +1.5
XT iShares Exponential Technologies ETF 0.8 46 -6 4.8 +0.9
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 34 7.2 +3.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.8 35 5 4.6 +0.7
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 12 7.8 +3.9
ISMD Inspire Small/Mid Cap ETF 0.8 54 -14 5.3 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 0.8 30 10 5.9 +2.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.8 55 -15 4.3 +0.4
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.7 +0.8
DFSV Dimensional US Small Cap Value ETF 0.8 31 9 8.3 +4.4
EZM WisdomTree U.S. MidCap Fund 0.8 38 2 7.4 +3.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.9 +1.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 28 7.2 +3.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.8 59 -19 3.9 0.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.7 49 -9 5.0 +1.2
STXM Strive Mid-Cap ETF 0.7 18 22 6.1 +2.2
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -27 8.6 +4.7
ONEO SPDR Russell 1000 Momentum Focus ETF 0.7 20 20 6.8 +2.9
XDAT Franklin Exponential Data ETF 0.7 50 -10 2.8 -1.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.7 35 5 8.0 +4.1
IWN iShares Russell 2000 Value ETF 0.7 24 16 4.8 +0.9
VTWV Vanguard Russell 2000 Value ETF 0.7 15 25 4.9 +1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 8.7 +4.9
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 25 5.3 +1.4
IOO iShares Global 100 ETF 0.7 41 -1 4.8 +1.0
GLOF iShares Global Equity Factor ETF 0.7 20 20 7.0 +3.1
TTAC FCF US Quality ETF 0.7 59 -19 6.3 +2.4
SMMD iShares Russell 2500 ETF 0.7 15 25 5.5 +1.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.7 29 11 6.4 +2.5
XLG Invesco S&P 500 Top 50 ETF 0.7 20 20 4.5 +0.6
FQAL Fidelity Quality Factor ETF 0.7 15 25 5.8 +2.0
VBR Vanguard Small Cap Value ETF 0.7 7 33 7.8 +4.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 15 5.6 +1.8
IBRN iShares Neuroscience and Healthcare ETF 0.7 47 -7 -4.8 -8.7
CCMG CCM Global Equity ETF 0.7 34 6 7.6 +3.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.7 35 5 5.1 +1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.6 39 1 7.5 +3.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 21 6.2 +2.3
VIDI Vident International Equity Strategy ETF 0.6 61 -21 10.2 +6.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 6.5 +2.7
AIQ Global X Artificial Intelligence & Technology ETF 0.6 68 -28 4.0 +0.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.6 73 -33 7.8 +3.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 6.9 +3.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.5 25 15 6.8 +2.9
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 22 5.6 +1.8
FFTY Innovator IBD 50 ETF 0.5 80 -40 -0.6 -4.5
RNSC Furst Trust Small Cap US Equity Select ETF 0.5 60 -20 6.8 +3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 3.9 +0.0
MEDX Horizon Kinetics Medical ETF 0.5 85 -45 -0.3 -4.2
KRUZ Unusual Whales Subversive Republican Trading ETF 0.5 75 -35 5.4 +1.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 2 4.9 +1.0
DUHP Dimensional US High Profitability ETF 0.4 21 19 6.5 +2.6
ARB AltShares Merger Arbitrage ETF 0.4 77 -37 4.4 +0.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 6.8 +2.9
DSMC Distillate Small/Mid Cash Flow ETF 0.4 55 -15 12.2 +8.4
ROSC Hartford Multifactor Small Cap ETF 0.4 34 6 8.6 +4.8
IWC iShares Micro-Cap ETF 0.4 60 -20 -4.9 -8.8
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 27 2.1 -1.8
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 20 6.3 +2.5
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 27 8.9 +5.1
VFVA Vanguard U.S. Value Factor ETF 0.4 13 27 10.0 +6.1
SQEW LeaderShares Equity Skew ETF 0.3 81 -41 3.9 +0.0
FLDZ RiverNorth Patriot ETF 0.3 75 -35 5.2 +1.3
CBSE Clough Select Equity ETF 0.3 85 -45 0.4 -3.5
COWZ Pacer US Cash Cows 100 ETF 0.3 49 -9 9.9 +6.1
GQQQ Astoria US Quality Growth Kings ETF 0.3 35 5 6.3 +2.5
EES WisdomTree U.S. SmallCap Fund 0.3 38 2 9.1 +5.2
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 1 7.5 +3.7
ONEY SPDR Russell 1000 Yield Focus ETF 0.3 20 20 9.3 +5.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.3 25 15 9.6 +5.8
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 5.1 +1.2
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 10 6.5 +2.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 6.4 +2.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 15 9.9 +6.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 2 6.8 +3.0
VALQ American Century U.S. Quality Value ETF 0.2 29 11 7.4 +3.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 4.6 +0.8
ISRA VanEck Israel ETF 0.2 59 -19 8.0 +4.1
IBBQ Invesco Nasdaq Biotechnology ETF 0.2 19 21 0.9 -3.0
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.2 -2.7
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 20 4.0 +0.1
IBB iShares Biotechnology ETF 0.2 45 -5 0.3 -3.6
QDF FlexShares Quality Dividend Index Fund 0.2 37 3 4.2 +0.3
DON WisdomTree U.S. MidCap Dividend Fund 0.1 38 2 7.7 +3.9
TXS Texas Capital Texas Equity Index ETF 0.1 49 -9 4.7 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 25 9.3 +5.5
JFWD Jacob Forward ETF 0.1 75 -35 0.0 -3.9
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -35 4.7 +0.8
FITE SPDR S&P Kensho Future Security ETF 0.1 45 -5 2.2 -1.6
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 8.0 +4.1
PKW Invesco Buyback Achievers ETF 0.1 62 -22 6.4 +2.5
WCEO Hypatia Women CEO ETF 0.1 85 -45 4.2 +0.4
VEGN US Vegan Climate ETF 0.0 60 -20 4.5 +0.7
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 3.8 -0.0
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.8 +0.9
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 3.7 -0.2
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.4 -0.5

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%.

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 16.3 %
Divided by: Fwd. P/BV 3.8 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
1.52 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.