iShares U.S. Medical Devices ETF
ALTAR
Score™
3.8% info Recommen-
dation
UNDERWEIGHT
2024E    2025E
P/E
ratio
27.7x P/Sales
ratio
4.4x
P/BV
ratio
3.9x 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) $5,378
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 52
Wgt avg mkt cap (mns) $91,133
Large cap (>$10bn) 90.4%
Mid cap ($2-10bn) 8.1%
Small cap (<$2bn) 1.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 17.0 %
INTUITIVE SURGICAL INC 11.8 %
STRYKER CORP 10.1 %
MEDTRONIC PLC 5.0 %
BOSTON SCIENTIFIC CORP 4.8 %
BECTON DICKINSON AND CO 4.7 %
DEXCOM INC 4.7 %
EDWARDS LIFESCIENCES CORP 4.6 %
GE HEALTHCARE TECHNOLOGIES INC. 4.5 %
IDEXX LABORATORIES INC 4.1 %
Total 71.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.7 %
IRELAND 7.6 %
BRITAIN 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
8.6% 9.4% 9.2% 14.1% 12.4%

Market Correlations
versus... Beta R-squared
S&P500 0.97 72%
MSCI EAFE 0.98 70%
MSCI Emg. Mkts. 0.63 30%

Technical Indicators
Recent close $55.53
30d moving avg. $49.43
Annualized volatility 20.1%
Short interest (ETF) 2.1%
Short interest (Underlying) 1.6%
Relative strength (RSI) 72

Liquidity measures
Avg. volume (thou.) 1,141
Turnover 1.2%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,953

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 551 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™: 3.8%


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 37.8 35 5 0.6 -3.1
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.2 40 0 7.3 +3.5
PINK Simplify Health Care ETF 24.0 50 -10 3.3 -0.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 23.8 65 -25 -1.1 -4.9
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.4 68 -28 1.1 -2.7
GDOC Goldman Sachs Future Health Care Equity ETF 20.6 75 -35 3.2 -0.6
AGNG Global X Aging Population ETF 20.5 50 -10 4.1 +0.4
IYH iShares U.S. Healthcare ETF 19.9 40 0 6.2 +2.5
XLV Health Care Select Sector SPDR Fund 19.5 9 31 7.1 +3.4
FXH First Trust Health Care AlphaDEX Fund 19.3 62 -22 7.0 +3.3
FHLC Fidelity MSCI Health Care Index ETF 18.6 8 32 5.9 +2.1
VHT Vanguard Health Care ETF 18.6 10 30 5.7 +1.9
FDHT Fidelity Digital Health ETF 17.1 39 1 -2.4 -6.2
BMED Future Health ETF 15.5 85 -45 0.2 -3.6
IXJ iShares Global Healthcare ETF 14.1 42 -2 6.1 +2.3
HART IQ Healthy Hearts ETF 13.9 45 -5 5.3 +1.5
MEDI Harbor Health Care ETF 12.1 80 -40 0.9 -2.9
ANEW ProShares MSCI Transformational Changes ETF 11.1 45 -5 3.3 -0.5
NBDS Neuberger Berman Disrupters ETF 11.1 55 -15 1.9 -1.9
FLV American Century Focused Large Cap Value ETF 9.6 42 -2 6.5 +2.7
BIBL Inspire 100 ETF 9.1 35 5 4.8 +1.0
RUNN Running Oak Efficient Growth ETF 8.9 58 -18 4.8 +1.0
SANE Subversive Mental Health ETF 8.8 75 -35 0.0 -3.8
BOTZ Global X Robotics & Artificial Intelligence ETF 8.7 69 -29 2.3 -1.5
SXQG ETC 6 Meridian Quality Growth ETF 8.6 100 -60 4.4 +0.6
CWS AdvisorShares Focused Equity ETF 8.6 84 -44 4.8 +1.0
DIP BTD Capital Fund 8.5 129 -89 4.9 +1.2
IQM Franklin Intelligent Machines ETF 8.1 50 -10 3.0 -0.8
CAML Congress Large Cap Growth ETF 7.8 66 -26 3.4 -0.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.5 38 2 6.7 +3.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.5 60 -20 5.6 +1.8
EDOC Global X Telemedicine & Digital Health ETF Registered 6.4 68 -28 -5.4 -9.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 6.3 65 -25 3.7 -0.1
PZLD Puzzle Divdend Leaders 6.2 0 40 7.5 +3.8
DTEC ALPS Disruptive Technologies ETF 6.1 50 -10 3.2 -0.6
OALC OneAscent Large Cap Core ETF 5.9 86 -46 5.8 +2.0
CGDV Capital Group Dividend Value ETF 5.9 33 7 5.7 +1.9
HKND Humankind US Stock ETF 5.8 11 29 6.9 +3.1
DIVL Madison Dividend Value ETF 5.7 65 -25 6.1 +2.3
CATH Global X S&P 500 Catholic Values Custom ETF 5.7 29 11 5.1 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 5.6 15 25 6.8 +3.0
CHGX AXS Change Finance ESG ETF 5.6 49 -9 5.0 +1.2
PJP Invesco Pharmaceuticals ETF 5.6 57 -17 7.4 +3.6
PRAY FIS Christian Stock Fund 5.4 69 -29 5.9 +2.1
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.8 +0.0
SPMV Invesco S&P 500 Minimum Variance ETF 5.3 10 30 5.6 +1.8
IWP iShares Russell Mid-Cap Growth ETF 5.2 23 17 3.8 +0.0
LVOL American Century Low Volatility ETF 5.1 29 11 5.2 +1.5
PTH Invesco Dorsey Wright Healthcare Momentum ETF 4.9 60 -20 -3.5 -7.3
ABEQ Absolute Select Value ETF 4.8 85 -45 4.7 +0.9
MOAT VanEck Morningstar Wide Moat ETF 4.8 46 -6 6.2 +2.5
TMDV ProShares Russell US Dividend Growers ETF 4.7 35 5 6.5 +2.7
IGPT Invesco AI and Next Gen Software ETF 4.7 60 -20 3.7 -0.1
SNSR Global X Internet of Things ETF 4.7 68 -28 4.3 +0.5
BTEC Principal Healthcare Innovators ETF 4.7 42 -2 -5.1 -8.9
VIRS Pacer BioThreat Strategy ETF 4.6 70 -30 5.9 +2.2
GINN Goldman Sachs Innovate Equity ETF 4.6 52 -12 2.7 -1.1
CSD Invesco S&P Spin-Off ETF 4.5 65 -25 7.9 +4.1
IMCG iShares Morningstar Mid-Cap Growth ETF 4.4 6 34 4.2 +0.5
CSMD Congress SMid Growth ETF 4.4 69 -29 4.2 +0.4
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.4 35 5 6.0 +2.3
GGRW Gabelli Growth Innovators ETF 4.3 90 -50 2.2 -1.6
IWX iShares Russell Top 200 Value ETF 4.3 20 20 6.5 +2.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.2 35 5 4.8 +1.0
CGUS Capital Group Core Equity ETF 4.1 33 7 4.6 +0.9
PAWZ ProShares Pet Care ETF 4.1 50 -10 3.9 +0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.0 10 30 5.4 +1.6
IPDP Dividend Performers ETF 4.0 122 -82 4.8 +1.0
FTCS First Trust Capital Strength ETF 4.0 55 -15 5.6 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.0 45 -5 4.6 +0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -18 4.8 +1.0
HLAL Wahed FTSE USA Shariah ETF 4.0 50 -10 4.9 +1.1
HLGE Hartford Longevity Economy ETF 4.0 44 -4 6.5 +2.8
MOTG VanEck Morningstar Global Wide Moat ETF 3.9 52 -12 5.7 +2.0
PSET Principal Quality ETF 3.9 15 25 5.6 +1.8
VSDA VictoryShares Dividend Accelerator ETF 3.9 35 5 6.1 +2.3
BTHM BlackRock Future U.S. Themes ETF 3.8 60 -20 4.2 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.8 20 20 6.4 +2.6
FDG American Century Focused Dynamic Growth ETF 3.8 45 -5 2.6 -1.2
ZECP Zacks Earnings Consistent Portfolio ETF 3.7 55 -15 5.0 +1.2
IVE iShares S&P 500 Value ETF 3.7 18 22 6.6 +2.8
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 36 6.7 +3.0
LRGE ClearBridge Large Cap Growth ESG ETF 3.7 59 -19 3.3 -0.4
VOT Vanguard Mid-Cap Growth ETF 3.7 7 33 4.1 +0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.6 25 15 5.8 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 3.6 25 15 5.7 +2.0
TMFS Motley Fool Small-Cap Growth ETF 3.6 85 -45 3.5 -0.3
ALTL Pacer Lunt Large Cap Alternator ETF 3.6 60 -20 5.4 +1.6
SPHQ Invesco S&P 500 Quality ETF 3.6 15 25 5.3 +1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.6 58 -18 5.4 +1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 5.4 +1.6
IUSV iShares Core S&P US Value ETF 3.6 4 36 6.8 +3.1
VOOV Vanguard S&P 500 Value ETF 3.6 10 30 5.6 +1.8
CZA Invesco Zacks Mid-Cap ETF 3.5 72 -32 6.3 +2.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.5 9 31 5.6 +1.8
BKWO BNY Mellon Women's Opportunities ETF 3.5 50 -10 3.8 -0.0
ISCG iShares Morningstar Small-Cap Growth ETF 3.5 6 34 2.4 -1.3
UDI USCF Dividend Income Fund 3.4 65 -25 7.4 +3.7
VO Vanguard Mid-Cap ETF 3.4 4 36 5.8 +2.0
CFA VictoryShares US 500 Volatility Wtd ETF 3.4 35 5 6.0 +2.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.4 40 0 5.9 +2.1
MOTE VanEck Morningstar ESG Moat ETF 3.4 49 -9 5.1 +1.3
ROBO ROBO Global Robotics & Automation Index ETF 3.4 95 -55 2.8 -1.0
VIG Vanguard Dividend Appreciation ETF 3.4 6 34 5.8 +2.0
JAVA JPMorgan Active Value ETF 3.3 44 -4 6.3 +2.5
FLLV Franklin U.S. Low Volatility ETF 3.3 29 11 5.9 +2.1
FIW First Trust Water ETF 3.3 53 -13 4.5 +0.7
AGQI First Trust Active Global Quality Income ETF 3.3 85 -45 5.8 +2.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 3.3 95 -55 1.7 -2.1
RSP Invesco S&P 500 Equal Weight ETF 3.3 20 20 6.2 +2.4
VONV Vanguard Russell 1000 Value ETF 3.2 8 32 6.7 +2.9
IWD iShares Russell 1000 Value ETF 3.2 19 21 6.6 +2.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 25 7.0 +3.2
VOE Vanguard Mid-Cap Value ETF 3.2 7 33 7.4 +3.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.2 10 30 4.8 +1.0
LOUP Innovator Deepwater Frontier Tech ETF 3.2 70 -30 2.3 -1.5
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -19 2.8 -1.0
DFLV Dimensional US Large Cap Value ETF 3.1 22 18 7.8 +4.0
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 36 6.1 +2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.1 14 26 5.3 +1.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.1 9 31 6.0 +2.2
JOET Virtus Terranova US Quality Momentum ETF 3.1 29 11 5.2 +1.4
KRMA Global X Conscious Companies ETF 3.1 43 -3 5.7 +2.0
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 36 6.7 +2.9
VNSE Natixis Vaughan Nelson Select ETF 3.0 80 -40 3.2 -0.6
FFTY Innovator IBD 50 ETF 3.0 80 -40 0.1 -3.7
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -7 4.0 +0.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.0 15 25 4.7 +0.9
VBK Vanguard Small-Cap Growth ETF 2.9 7 33 1.4 -2.3
STXD Strive 1000 Dividend Growth ETF 2.9 35 5 5.5 +1.7
PWV Invesco Large Cap Value ETF 2.9 55 -15 7.6 +3.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.9 9 31 5.2 +1.4
YLDE ClearBridge Dividend Strategy ESG ETF 2.8 60 -20 5.4 +1.7
GDEF Goldman Sachs Defensive Equity ETF 2.8 55 -15 4.4 +0.6
KOMP SPDR S&P Kensho New Economies Composite ETF 2.8 20 20 2.1 -1.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.8 106 -66 2.9 -0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.8 32 8 5.2 +1.4
FDWM Fidelity Women's Leadership ETF 2.8 59 -19 4.7 +1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.8 64 -24 2.0 -1.7
MGV Vanguard Mega Cap Value ETF 2.8 7 33 6.8 +3.1
MTUM iShares MSCI USA Momentum Factor ETF 2.8 15 25 3.7 -0.1
SIZE iShares MSCI USA Size Factor ETF 2.8 15 25 6.0 +2.2
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 31 5.0 +1.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 -10 4.7 +0.9
FPX First Trust US Equity Opportunities ETF 2.7 61 -21 0.6 -3.2
TMFX Motley Fool Next Index ETF 2.7 50 -10 3.4 -0.4
STXG Strive 1000 Growth ETF 2.7 18 22 4.2 +0.4
EUSA iShares MSCI USA Equal Weighted ETF 2.7 9 31 6.1 +2.4
SHE SPDR MSCI USA Gender Diversity ETF 2.7 20 20 4.9 +1.1
SDY SPDR S&P Dividend ETF 2.7 35 5 6.3 +2.5
CGGR Capital Group Growth ETF 2.7 39 1 3.4 -0.4
SMOT VanEck Morningstar SMID Moat ETF 2.7 49 -9 6.3 +2.5
ADME Aptus Drawdown Managed Equity ETF 2.7 79 -39 4.3 +0.5
ACVF American Conservative Values ETF 2.7 75 -35 4.4 +0.6
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 26 6.2 +2.4
ULVM VictoryShares US Value Momentum ETF 2.6 20 20 7.4 +3.6
XVV iShares ESG Screened S&P 500 ETF 2.6 8 32 5.1 +1.3
PFM Invesco Dividend Achievers ETF 2.6 53 -13 5.7 +1.9
ITAN Sparkline Intangible Value ETF 2.6 50 -10 6.1 +2.3
NUMV Nuveen ESG Mid-Cap Value ETF 2.6 31 9 7.4 +3.6
QQQS Invesco NASDAQ Future Gen 200 ETF 2.6 20 20 -7.7 -11.5
ILCV iShares Morningstar Value ETF 2.6 4 36 6.7 +2.9
EVX VanEck Environmental Services ETF 2.6 55 -15 3.0 -0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.6 50 -10 7.9 +4.1
DIVZ TrueShares Low Volatility Equity Income ETF 2.6 65 -25 8.5 +4.8
INNO Harbor Disruptive Innovation ETF 2.6 75 -35 -3.5 -7.3
FUNL CornerCap Fundametrics Large-Cap ETF 2.6 50 -10 6.9 +3.2
SPXE ProShares S&P 500 Ex-Energy ETF 2.6 9 31 5.2 +1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 20 5.0 +1.2
VTV Vanguard Value ETF 2.5 4 36 7.0 +3.2
DIVS SmartETFs Dividend Builder ETF 2.5 65 -25 4.7 +0.9
IWR iShares Russell Midcap ETF 2.5 19 21 5.7 +1.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.5 20 20 5.4 +1.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.5 20 20 5.0 +1.2
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 4 4.7 +1.0
PSCH Invesco S&P SmallCap Health Care ETF 2.5 29 11 5.8 +2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.5 70 -30 1.8 -2.0
RECS Columbia Research Enhanced Core ETF 2.5 15 25 5.6 +1.8
QGRW WisdomTree U.S. Quality Growth Fund 2.5 28 12 4.6 +0.8
REVS Columbia Research Enhanced Value ETF 2.4 19 21 7.7 +3.9
VOO Vanguard S&P 500 ETF 2.4 3 37 5.3 +1.5
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.4 10 30 4.8 +1.0
IVV iShares Core S&P 500 ETF 2.4 3 37 5.2 +1.5
SPY SPDR S&P 500 ETF Trust 2.4 9 31 5.2 +1.4
DGRO iShares Core Dividend Growth ETF 2.4 8 32 6.5 +2.7
SPLG SPDR Portfolio S&P 500 ETF 2.4 2 38 5.2 +1.5
PZLG Puzzle Mature Growth 2.4 0 40 4.2 +0.4
VOTE TCW Transform 500 ETF 2.4 5 35 5.2 +1.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 29 5.1 +1.4
VV Vanguard Large-Cap ETF 2.4 4 36 5.2 +1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 5.2 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 5.2 +1.4
STRV Strive 500 ETF 2.4 5 35 5.1 +1.4
DFUV Dimensional US Marketwide Value ETF 2.3 22 18 7.6 +3.8
TMFM Motley Fool Mid-Cap Growth ETF 2.3 85 -45 3.3 -0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 5.2 +1.4
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 30 5.1 +1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.3 3 37 5.4 +1.6
IWB iShares Russell 1000 ETF 2.3 15 25 5.1 +1.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -25 3.8 +0.1
PBUS Invesco MSCI USA ETF 2.3 4 36 5.2 +1.4
VONE Vanguard Russell 1000 ETF 2.3 8 32 5.2 +1.4
MDCP VictoryShares THB Mid Cap ESG ETF 2.3 55 -15 5.3 +1.5
IYY iShares Dow Jones U.S. ETF 2.3 20 20 5.0 +1.2
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.6 +1.8
DFUS Dimensional U.S. Equity ETF 2.3 9 31 5.1 +1.3
IWV iShares Russell 3000 ETF 2.3 20 20 5.0 +1.2
VTI Vanguard Total Stock Market ETF 2.3 3 37 5.0 +1.3
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 37 5.1 +1.3
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 37 5.2 +1.4
IWL iShares Russell Top 200 ETF 2.3 15 25 5.0 +1.2
VTHR Vanguard Russell 3000 ETF 2.3 10 30 5.0 +1.3
VFQY Vanguard U.S. Quality Factor ETF 2.3 13 27 7.2 +3.4
VUG Vanguard Growth ETF 2.3 4 36 4.2 +0.4
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 25 6.0 +2.2
FVD First Trust Value Line Dividend Index Fund 2.2 65 -25 6.0 +2.3
SCHX Schwab U.S. Large-Cap ETF 2.2 3 37 5.2 +1.4
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -25 4.5 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.2 17 23 5.4 +1.6
SCHK Schwab 1000 Index ETF 2.2 5 35 5.2 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 29 5.2 +1.4
SCHB Schwab U.S. Broad Market ETF 2.2 3 37 5.2 +1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.9 +1.1
DVND Touchstone Dividend Select ETF 2.2 67 -27 6.4 +2.6
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -9 4.9 +1.1
IWO iShares Russell 2000 Growth ETF 2.2 24 16 1.4 -2.4
MGC Vanguard Mega Cap ETF 2.2 7 33 5.0 +1.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 2.2 12 28 5.5 +1.7
VTWG Vanguard Russell 2000 Growth ETF 2.2 15 25 1.7 -2.1
SMDY Syntax Stratified MidCap ETF 2.2 35 5 6.3 +2.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.1 75 -35 4.6 +0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 25 5.4 +1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -8 6.2 +2.4
ISCB iShares Morningstar Small-Cap ETF 2.1 4 36 5.3 +1.5
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 20 6.0 +2.2
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.2 +0.4
RVRB Reverb ETF 2.1 30 10 4.9 +1.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 25 6.4 +2.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.1 15 25 6.3 +2.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.1 15 25 7.4 +3.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.1 9 31 3.9 +0.2
STXK Strive Small-Cap ETF 2.1 18 22 5.5 +1.7
JSTC Adasina Social Justice All Cap Global ETF 2.1 89 -49 4.8 +1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 10 8.0 +4.2
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 36 5.7 +1.9
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 5.2 +1.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.0 18 22 7.6 +3.8
MDLV Morgan Dempsey Large Cap Value ETF 2.0 58 -18 8.6 +4.9
SLYG SPDR S&P 600 Small Cap Growth ETF 2.0 15 25 7.0 +3.2
IJT iShares S&P Small-Cap 600 Growth ETF 2.0 18 22 7.0 +3.2
SUSA iShares MSCI USA ESG Select ETF 2.0 25 15 5.3 +1.5
KLDW Knowledge Leaders Developed World ETF 2.0 75 -35 4.9 +1.1
NULV Nuveen ESG Large-Cap Value ETF 2.0 26 14 7.2 +3.4
FTGS First Trust Growth Strength ETF 2.0 60 -20 6.4 +2.7
DURA VanEck Durable High Dividend ETF 2.0 29 11 7.3 +3.6
FDMO Fidelity Momentum Factor ETF 2.0 15 25 3.7 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 5.6 +1.8
QQQ Invesco QQQ Trust Series I 2.0 20 20 4.6 +0.8
QQQM Invesco NASDAQ 100 ETF 2.0 15 25 4.6 +0.8
SFYX SoFi Next 500 ETF 2.0 0 40 5.6 +1.8
SFY SoFi Select 500 ETF 2.0 0 40 5.1 +1.3
ILCG iShares Morningstar Growth ETF 2.0 4 36 4.0 +0.3
MAGA Point Bridge America First ETF 2.0 72 -32 6.3 +2.5
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -5 4.6 +0.8
CACG ClearBridge All Cap Growth ESG ETF 2.0 54 -14 3.4 -0.4
IBOT Vaneck Robotics ETF 2.0 47 -7 3.6 -0.1
BFOR ALPS Barron's 400 ETF 2.0 65 -25 6.5 +2.8
FDIV MarketDesk Focused U.S. Dividend ETF 1.9 35 5 8.8 +5.0
GDVD R3 Global Dividend Growth ETF 1.9 88 -48 5.8 +2.0
PDP Invesco Dorsey Wright Momentum ETF 1.9 62 -22 3.6 -0.2
TOLL Tema Monopolies and Oligopolies ETF 1.9 75 -35 2.6 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.9 12 28 5.0 +1.2
XJH iShares ESG Screened S&P Mid-Cap ETF 1.9 12 28 6.8 +3.0
SQLV Royce Quant Small-Cap Quality Value ETF 1.9 60 -20 9.0 +5.2
LCF Touchstone US Large Cap Focused ETF 1.9 69 -29 4.5 +0.7
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.9 +1.2
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 5.3 +1.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 15 5.6 +1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 5.8 +2.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.9 15 25 5.8 +2.0
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 6.6 +2.8
EQWL Invesco S&P 100 Equal Weight ETF 1.9 25 15 6.7 +3.0
DGT SPDR Global Dow ETF 1.9 50 -10 6.6 +2.8
ESGG FlexShares STOXX Global ESG Select Index Fund 1.9 42 -2 5.1 +1.3
USMC Principal U.S. Mega-Cap ETF 1.8 12 28 4.9 +1.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 0 6.0 +2.2
QQMG Invesco ESG NASDAQ 100 ETF 1.8 20 20 4.7 +0.9
NUSC Nuveen ESG Small-Cap ETF 1.8 31 9 5.1 +1.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 5.8 +2.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.8 40 0 4.1 +0.3
SCHA Schwab U.S. Small-Cap ETF 1.8 4 36 4.9 +1.1
SPMO Invesco S&P 500 Momentum ETF 1.8 13 27 3.7 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 1.8 29 11 7.2 +3.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 34 8.0 +4.2
IVOO Vanguard S&P Mid-Cap 400 ETF 1.8 10 30 6.9 +3.1
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 6.2 +2.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.4 +1.7
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 5.6 +1.9
HDV iShares Core High Dividend ETF 1.8 8 32 8.1 +4.4
NULG Nuveen ESG Large-Cap Growth ETF 1.7 26 14 4.3 +0.5
TOK iShares MSCI Kokusai ETF 1.7 26 14 5.2 +1.5
ESGU iShares ESG Aware MSCI USA ETF 1.7 15 25 5.2 +1.4
FDLO Fidelity Low Volatility Factor ETF 1.7 15 25 5.5 +1.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.7 70 -30 5.0 +1.2
MGK Vanguard Mega Cap Growth ETF 1.7 7 33 4.3 +0.5
MDY SPDR S&P Midcap 400 ETF Trust 1.7 23 17 6.7 +3.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -25 1.6 -2.2
EGUS iShares ESG Aware MSCI USA Growth ETF 1.7 18 22 4.3 +0.5
XJR iShares ESG Screened S&P Small-Cap ETF 1.7 12 28 7.7 +3.9
EVUS iShares ESG Aware MSCI USA Value ETF 1.7 18 22 6.7 +2.9
PSC Principal U.S. Small-Cap ETF 1.7 38 2 6.5 +2.7
NULC Nuveen ESG Large-Cap ETF 1.7 21 19 5.5 +1.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 3 37 8.2 +4.4
IJR iShares Core S&P Small Cap ETF 1.7 6 34 8.1 +4.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.7 75 -35 1.6 -2.2
IJH iShares Core S&P Mid-Cap ETF 1.7 5 35 6.9 +3.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 1.7 3 37 6.9 +3.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 28 4.4 +0.7
CVAR Cultivar ETF 1.7 87 -47 6.9 +3.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.7 75 -35 3.7 -0.1
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.6 15 25 8.6 +4.8
SPHB Invesco S&P 500 High Beta ETF 1.6 25 15 4.9 +1.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.6 10 30 7.7 +4.0
URTH iShares MSCI World ETF 1.6 24 16 5.3 +1.6
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.8 +2.0
DEUS Xtrackers Russell US Multifactor ETF 1.6 17 23 7.1 +3.3
ROUS Hartford Multifactor US Equity ETF 1.6 19 21 6.4 +2.6
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 20 8.7 +4.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.6 15 25 7.1 +3.3
TMFG Motley Fool Global Opportunities ETF 1.6 85 -45 3.2 -0.5
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.6 30 10 7.6 +3.8
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 5 9.9 +6.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 23 5.6 +1.9
AIEQ AI Powered Equity ETF 1.6 75 -35 6.1 +2.3
PRF Invesco FTSE RAFI US 1000 ETF 1.6 39 1 7.3 +3.5
IWF iShares Russell 1000 Growth ETF 1.6 19 21 4.6 +0.9
VONG Vanguard Russell 1000 Growth ETF 1.6 8 32 4.8 +1.0
SSPY Syntax Stratified LargeCap ETF 1.6 30 10 6.5 +2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.5 7 33 5.7 +1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.5 15 25 5.8 +2.0
NTZG Nuveen Global Net Zero Transition ETF 1.5 56 -16 4.9 +1.1
BLES Inspire Global Hope ETF 1.5 61 -21 6.3 +2.5
EQUL IQ Engender Equality ETF 1.5 45 -5 6.8 +3.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.5 19 21 6.5 +2.7
VB Vanguard Small-Cap ETF 1.5 5 35 5.4 +1.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.5 15 25 7.5 +3.7
ESIX SPDR S&P SmallCap 600 ESG ETF 1.5 12 28 7.7 +4.0
IWM iShares Russell 2000 ETF 1.5 19 21 3.6 -0.2
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 28 5.7 +1.9
VTWO Vanguard Russell 2000 ETF 1.5 10 30 3.8 +0.0
IUS Invesco RAFI Strategic US ETF 1.5 19 21 7.2 +3.4
HDUS Hartford Disciplined US Equity ETF 1.5 19 21 6.2 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 20 5.5 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 22 8.2 +4.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.2 +4.5
SCHG Schwab U.S. Large-Cap Growth ETF 1.5 4 36 4.2 +0.5
VLU SPDR S&P 1500 Value Tilt ETF 1.5 12 28 7.1 +3.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.5 50 -10 4.7 +0.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.5 9 31 5.7 +1.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.5 39 1 4.5 +0.7
VOOG Vanguard S&P 500 Growth ETF 1.5 10 30 5.4 +1.6
ACWI iShares MSCI ACWI ETF 1.5 32 8 5.4 +1.6
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.5 15 25 8.2 +4.4
SHRY First Trust Bloomberg Shareholder Yield ETF 1.5 60 -20 7.0 +3.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.5 49 -9 4.7 +0.9
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.4 9 31 5.0 +1.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.4 85 -45 1.9 -1.8
GURU Global X Guru Index ETF 1.4 75 -35 2.5 -1.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.4 4 36 6.1 +2.3
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 60 -20 6.0 +2.2
SDG iShares MSCI Global Sustainable Development Goals ETF 1.4 49 -9 5.7 +2.0
VT Vanguard Total World Stock ETF 1.4 7 33 5.8 +2.0
WRND IQ Global Equity R&D Leaders ETF 1.4 18 22 7.1 +3.3
IWS iShares Russell Mid-Cap Value ETF 1.4 23 17 6.6 +2.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 15 25 7.6 +3.8
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -9 6.0 +2.2
FNDX Schwab Fundamental US Large Co. Index ETF 1.4 25 15 7.1 +3.3
STXV Strive 1000 Value ETF 1.4 18 22 7.8 +4.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -35 3.7 -0.1
FNDB Schwab Fundamental US Broad Market Index ETF 1.4 25 15 7.1 +3.3
EPS WisdomTree U.S. LargeCap Fund 1.4 8 32 6.2 +2.4
JHDV John Hancock U.S. High Dividend ETF 1.3 34 6 6.5 +2.7
DSI iShares MSCI KLD 400 Social ETF 1.3 25 15 5.1 +1.3
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 36 4.6 +0.8
FBCG Fidelity Blue Chip Growth ETF 1.3 59 -19 2.5 -1.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.3 21 19 3.8 +0.0
AVUS Avantis U.S. Equity ETF 1.3 15 25 6.0 +2.2
VXF Vanguard Extended Market ETF 1.3 6 34 3.9 +0.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 16 7.8 +4.0
IVW iShares S&P 500 Growth ETF 1.3 18 22 4.4 +0.6
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 36 4.5 +0.8
RFFC ALPS Active Equity Opportunity ETF 1.3 48 -8 4.5 +0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 5.1 +1.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.3 15 25 7.3 +3.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.3 20 20 7.1 +3.3
QQQN VictoryShares Nasdaq Next 50 ETF 1.3 18 22 4.5 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 11 6.3 +2.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 1.3 30 10 9.1 +5.3
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.3 60 -20 6.7 +2.9
TMFC Motley Fool 100 Index ETF 1.3 50 -10 3.9 +0.1
QUS SPDR MSCI USA StrategicFactors ETF 1.3 15 25 6.0 +2.2
FSMD Fidelity Small-Mid Multifactor ETF 1.3 15 25 7.6 +3.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.3 48 -8 5.6 +1.8
FMIL Fidelity New Millennium ETF 1.3 59 -19 4.3 +0.5
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 6.0 +2.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.2 15 25 6.9 +3.1
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -25 7.5 +3.7
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.2 45 -5 1.3 -2.5
KOCG FIS Knights of Columbus Global Belief ETF 1.2 75 -35 5.2 +1.5
QLV FlexShares US Quality Low Volatility Index Fund 1.2 22 18 5.2 +1.4
PY Principal Value ETF 1.2 15 25 7.5 +3.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -40 5.7 +1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.2 24 16 8.0 +4.2
QGRO American Century U.S. Quality Growth ETF 1.2 29 11 5.8 +2.0
DLN WisdomTree U.S. LargeCap Dividend Fund 1.2 28 12 6.2 +2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.2 35 5 7.1 +3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -20 4.0 +0.2
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 6.3 +2.5
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -2 6.2 +2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 1.2 80 -40 5.1 +1.3
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 6.6 +2.8
RNMC First Trust Mid Cap US Equity Select ETF 1.1 60 -20 7.8 +4.1
SSLY Syntax Stratified SmallCap ETF 1.1 40 0 7.4 +3.6
KRUZ Unusual Whales Subversive Republican Trading ETF 1.1 75 -35 4.9 +1.2
USMV iShares MSCI USA Min Vol Factor ETF 1.1 15 25 6.1 +2.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.1 25 15 8.8 +5.0
JMOM JPMorgan U.S. Momentum Factor ETF 1.1 12 28 4.8 +1.0
XSMO Invesco S&P SmallCap Momentum ETF 1.1 39 1 7.7 +3.9
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 1.1 47 -7 0.6 -3.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.1 55 -15 3.9 +0.2
XDAT Franklin Exponential Data ETF 1.1 50 -10 2.8 -1.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.1 20 20 6.7 +2.9
FNDA Schwab Fundamental US Small Co. Index ETF 1.1 25 15 6.8 +3.0
FYC First Trust Small Cap Growth AlphaDEX Fund 1.1 71 -31 0.9 -2.9
DTD WisdomTree U.S. Total Dividend Fund 1.0 28 12 6.5 +2.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.0 38 2 8.4 +4.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.0 35 5 8.4 +4.6
IWY iShares Russell Top 200 Growth ETF 1.0 20 20 4.8 +1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 5 7.4 +3.6
FYX First Trust Small Cap Core AlphaDEX Fund 1.0 61 -21 7.1 +3.4
GSPY Gotham Enhanced 500 ETF 1.0 50 -10 5.2 +1.5
OEF iShares S&P 100 ETF 1.0 20 20 4.9 +1.2
EZM WisdomTree U.S. MidCap Fund 1.0 38 2 8.1 +4.3
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 5.1 +1.3
JGRO JPMorgan Active Growth ETF 1.0 44 -4 3.4 -0.4
JEPI JPMorgan Equity Premium Income ETF 1.0 35 5 5.2 +1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 5.1 +1.3
ROE Astoria US Quality Kings ETF 1.0 49 -9 8.1 +4.3
AUSF Global X Adaptive U.S. Factor ETF 0.9 27 13 9.0 +5.2
VERS ProShares Metaverse ETF 0.9 58 -18 -8.1 -11.9
AFLG First Trust Active Factor Large Cap ETF 0.9 55 -15 6.1 +2.4
FQAL Fidelity Quality Factor ETF 0.9 15 25 5.9 +2.1
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 10 6.0 +2.2
DFAT Dimensional U.S. Targeted Value ETF 0.9 28 12 8.2 +4.4
VYM Vanguard High Dividend Yield Index ETF 0.9 6 34 7.4 +3.6
BGIG Bahl & Gaynor Income Growth ETF 0.9 45 -5 5.3 +1.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.9 80 -40 6.5 +2.7
SMMD iShares Russell 2500 ETF 0.9 15 25 6.0 +2.2
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -35 7.6 +3.8
GERM ETFMG Treatments Testing and Advancements ETF 0.8 68 -28 -6.4 -10.2
IWN iShares Russell 2000 Value ETF 0.8 24 16 5.6 +1.8
MVPS Amplify Thematic All-Stars ETF 0.8 49 -9 1.6 -2.2
VTWV Vanguard Russell 2000 Value ETF 0.8 15 25 5.8 +2.0
DFSV Dimensional US Small Cap Value ETF 0.8 31 9 8.8 +5.0
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 8.3 +4.5
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 11 7.3 +3.5
SQEW LeaderShares Equity Skew ETF 0.8 81 -41 6.0 +2.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 5 8.8 +5.0
GLOF iShares Global Equity Factor ETF 0.8 20 20 7.0 +3.2
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 34 8.1 +4.3
IBRN iShares Neuroscience and Healthcare ETF 0.8 47 -7 -4.9 -8.7
XLG Invesco S&P 500 Top 50 ETF 0.8 20 20 4.6 +0.8
IOO iShares Global 100 ETF 0.8 41 -1 4.7 +1.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 15 6.0 +2.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.8 12 28 7.3 +3.6
SPGP Invesco S&P 500 GARP ETF 0.8 34 6 8.5 +4.7
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.7 35 5 5.4 +1.7
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.7 20 20 8.0 +4.2
DSTL Distillate US Fundamental Stability & Value ETF 0.7 39 1 7.8 +4.0
ISMD Inspire Small/Mid Cap ETF 0.7 54 -14 6.0 +2.3
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 15 5.5 +1.8
SLYV SPDR S&P 600 Small Cap Value ETF 0.7 15 25 9.3 +5.5
IJS iShares S&P Small-Cap 600 Value ETF 0.7 18 22 9.3 +5.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.7 59 -19 8.2 +4.4
AIQ Global X Artificial Intelligence & Technology ETF 0.7 68 -28 4.1 +0.3
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 7.6 +3.8
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 5.4 +1.6
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.6 35 5 5.7 +1.9
VUSE Vident U.S. Equity Strategy ETF 0.6 50 -10 3.6 -0.2
CBSE Clough Select Equity ETF 0.6 85 -45 -2.3 -6.0
XT iShares Exponential Technologies ETF 0.6 46 -6 3.8 +0.0
DIVB iShares Core Dividend ETF 0.6 5 35 8.0 +4.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.6 18 22 6.4 +2.6
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.6 42 -2 7.5 +3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 7.6 +3.8
GVLU Gotham 1000 Value ETF 0.6 50 -10 7.4 +3.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 1 8.6 +4.9
DUHP Dimensional US High Profitability ETF 0.5 21 19 7.0 +3.2
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.5 60 -20 1.2 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.5 67 -27 9.2 +5.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 1 9.4 +5.6
SMCP AlphaMark Actively Managed Small Cap ETF 0.5 90 -50 6.8 +3.0
MEDX Horizon Kinetics Medical ETF 0.5 85 -45 -0.2 -3.9
IWC iShares Micro-Cap ETF 0.5 60 -20 -4.3 -8.1
AVSC Avantis U.S Small Cap Equity ETF 0.5 25 15 5.4 +1.6
ARB AltShares Merger Arbitrage ETF 0.4 77 -37 -0.2 -4.0
ACWV iShares MSCI Global Min Vol Factor ETF 0.4 20 20 6.7 +2.9
VBR Vanguard Small Cap Value ETF 0.4 7 33 8.2 +4.4
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 27 9.2 +5.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 6.7 +2.9
FLDZ RiverNorth Patriot ETF 0.4 75 -35 5.8 +2.0
USMF WisdomTree U.S. Multifactor Fund 0.4 28 12 7.0 +3.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -33 11.7 +7.9
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 27 2.7 -1.1
CGGO Capital Group Global Growth Equity ETF 0.4 47 -7 4.2 +0.5
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 10.1 +6.3
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -30 9.2 +5.4
EES WisdomTree U.S. SmallCap Fund 0.3 38 2 10.2 +6.5
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.3 29 11 9.1 +5.3
CALF Pacer US Small Cap Cash Cows 100 ETF 0.3 59 -19 11.0 +7.2
SNPG Xtrackers S&P 500 Growth ESG ETF 0.2 15 25 4.7 +0.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 2 8.1 +4.4
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 1 7.6 +3.8
VFVA Vanguard U.S. Value Factor ETF 0.2 13 27 10.6 +6.8
VALQ American Century U.S. Quality Value ETF 0.2 29 11 7.4 +3.7
SIXS ETC 6 Meridian Small Cap Equity ETF 0.2 89 -49 9.0 +5.2
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.2 +3.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 8.4 +4.6
RNSC Furst Trust Small Cap US Equity Select ETF 0.2 60 -20 8.4 +4.6
JFWD Jacob Forward ETF 0.2 75 -35 0.0 -3.8
ITEQ BlueStar Israel Technology ETF BlueStar Israel Technology Fu 0.2 75 -35 1.5 -2.2
ISRA VanEck Israel ETF 0.2 59 -19 8.8 +5.1
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 2 8.6 +4.8
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.9 -2.9
TXS Texas Capital Texas Equity Index ETF 0.1 49 -9 5.5 +1.8
IBB iShares Biotechnology ETF 0.1 45 -5 0.9 -2.9
AVLV Avantis U.S. Large Cap Value ETF 0.1 15 25 7.5 +3.7
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -35 4.9 +1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 20 4.5 +0.7
FITE SPDR S&P Kensho Future Security ETF 0.1 45 -5 3.0 -0.8
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 9.7 +6.0
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.1 +3.3
WCEO Hypatia Women CEO ETF 0.1 85 -45 5.1 +1.3
VFMF Vanguard U.S. Multifactor ETF 0.0 18 22 8.6 +4.8
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 4.1 +0.3
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 15 10.0 +6.2
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.9 +1.1
VEGN US Vegan Climate ETF 0.0 60 -20 4.6 +0.8
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 4.1 +0.3
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.5 -0.3
FDVV Fidelity High Dividend ETF 0.0 15 25 8.9 +5.2

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
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Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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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 ** ** **
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Price-to-growth ** ** **
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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 3.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 3.8 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.51 CATEGORY
AVERAGE
1.55
 
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.