iShares U.S. Medical Devices ETF
ALTAR
Score™		 4.4% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 23.2x P/Sales
ratio		 3.9x
P/BV
ratio		 3.4x Div.
yield		 0.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Dow Jones Medical Equipment Index seeks investment results that correspond generally to the price and yield performance of the Dow Jones US Select Medical Equipment Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $3,273
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 47
Wgt avg mkt cap (mns) $108,437
Large cap (>$10bn) 91.5%
Mid cap ($2-10bn) 5.8%
Small cap (<$2bn) 2.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 16.6 %
INTUITIVE SURGICAL INC 15.2 %
STRYKER CORP 11.1 %
MEDTRONIC PLC 4.7 %
GE HEALTHCARE TECHNOLOGIES INC. 4.5 %
RESMED INC 4.5 %
BECTON DICKINSON AND CO 4.5 %
IDEXX LABORATORIES INC 4.5 %
EDWARDS LIFESCIENCES CORP 4.4 %
BOSTON SCIENTIFIC CORP 4.2 %
Total 74.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 89.1 %
IRELAND 7.6 %
BRITAIN 0.6 %








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.
-14.1% -11.0% -0.2% 10.5% 10.2%

Market Correlations
versus... Beta R-squared
S&P500 0.72 52%
MSCI EAFE 0.71 45%
MSCI Emg. Mkts. 0.50 29%

Technical Indicators
Recent close $54.24
30d moving avg. $55.28
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 37

Liquidity measures
Avg. volume (thou.) 2,265
Turnover 3.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 675 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™: 4.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHI
Ticker Fund
Name		 Overlap1
vs IHI
(%)		 Expense
ratio
(bp)		 Savings
vs IHI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHI
(%)
MDEV First Trust Indxx Medical Devices ETF 31.6 70 -30 4.7 +0.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 23.1 40 0 7.4 +3.0
HEAL Global X HealthTech ETF 21.3 50 -10 -1.5 -5.9
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 20.9 65 -25 0.6 -3.8
HTEC ROBO Global Healthcare Technology and Innovation ETF 19.3 68 -28 2.4 -2.0
FMED Fidelity Disruptive Medicine ETF 19.3 50 -10 -1.2 -5.6
FHLC Fidelity MSCI Health Care Index ETF 18.4 8 32 5.4 +1.0
GDOC Goldman Sachs Future Health Care Equity ETF 18.2 75 -35 0.9 -3.5
FDHT Fidelity Digital Health ETF 18.0 39 1 1.7 -2.7
IYH iShares U.S. Healthcare ETF 17.9 40 0 5.9 +1.5
XLV Health Care Select Sector SPDR 17.8 8 32 6.7 +2.3
FXH First Trust Health Care AlphaDEX Fund 17.2 62 -22 4.8 +0.4
HART IQ Healthy Hearts ETF 15.7 45 -5 5.7 +1.3
VHT Vanguard Health Care ETF 15.6 9 31 5.2 +0.8
AGNG Global X Aging Population ETF 15.3 50 -10 4.1 -0.3
BMED Future Health ETF 14.7 85 -45 1.2 -3.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 13.8 85 -45 4.1 -0.3
LVDS JPMorgan Fundamental Data Science Large Value ETF 12.9 49 -9 5.1 +0.7
HRTS Tema Heart & Health ETF 12.7 75 -35 2.9 -1.6
ANEW ProShares MSCI Transformational Changes ETF 12.6 45 -5 4.5 +0.1
IXJ iShares Global Healthcare ETF 12.4 42 -2 6.2 +1.8
CWS AdvisorShares Focused Equity ETF 11.9 84 -44 4.7 +0.3
USRD Themes US R&D Champions ETF 8.9 29 11 4.2 -0.2
MEDI Harbor Health Care ETF 7.8 80 -40 -1.4 -5.8
BOTZ Global X Robotics & Artificial Intelligence ETF 7.8 69 -29 1.9 -2.5
FLV American Century Focused Large Cap Value ETF 7.7 42 -2 6.1 +1.7
SXQG ETC 6 Meridian Quality Growth ETF 7.5 100 -60 2.9 -1.5
JGRW Jensen Quality Growth ETF 7.5 57 -17 4.0 -0.4
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.7 +0.3
KNO AXS Knowledge Leaders ETF 7.2 78 -38 4.4 -0.0
ABEQ Absolute Select Value ETF 7.1 85 -45 4.3 -0.1
PINK Simplify Health Care ETF 7.1 50 -10 0.9 -3.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.9 60 -20 4.1 -0.3
GGRW Gabelli Growth Innovators ETF 6.5 90 -50 2.0 -2.4
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.4 60 -20 -1.6 -6.0
DTEC ALPS Disruptive Technologies ETF 6.2 50 -10 3.8 -0.6
SMOT VanEck Morningstar SMID Moat ETF 6.1 49 -9 6.6 +2.2
JDOC JPMorgan Healthcare Leaders ETF 6.1 65 -25 3.5 -0.9
CSMD Congress SMid Growth ETF 5.9 69 -29 3.5 -0.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.9 58 -18 3.4 -1.0
MID American Century Mid Cap Growth Impact ETF 5.9 45 -5 3.0 -1.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.6 38 2 5.3 +0.8
MVAL VanEck Morningstar Wide Moat Value ETF 5.6 49 -9 6.2 +1.7
IWFG IQ Winslow Focused Large Cap Growth ETF 5.5 65 -25 2.2 -2.3
JOET Virtus Terranova US Quality Momentum ETF 5.4 29 11 3.9 -0.5
PSET Principal Quality ETF 5.4 15 25 4.8 +0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.9 -0.5
TMFM Motley Fool Mid-Cap Growth ETF 5.3 85 -45 2.1 -2.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.2 15 25 3.1 -1.3
QLTY GMO U.S. Quality ETF 5.2 50 -10 4.0 -0.4
PCGG Polen Capital Global Growth ETF 5.1 85 -45 3.8 -0.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.1 40 0 5.5 +1.1
DURA VanEck Durable High Dividend ETF 5.0 29 11 6.5 +2.1
NBDS Neuberger Berman Disrupters ETF 5.0 55 -15 0.8 -3.6
MOAT VanEck Morningstar Wide Moat ETF 4.9 46 -6 5.5 +1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 4.9 +0.5
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.0 +0.6
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 7.1 +2.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 4.7 49 -9 3.5 -0.9
AGIQ Sofi Agentic AI ETF 4.6 69 -29 7.4 +3.0
VOT Vanguard Mid-Cap Growth ETF 4.6 7 33 3.2 -1.3
DAK Dakota Active Equity ETF 4.5 43 -3 3.8 -0.6
TMDV ProShares Russell US Dividend Growers ETF 4.5 35 5 6.3 +1.9
CSD Invesco S&P Spin-Off ETF 4.5 65 -25 3.8 -0.6
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 3.2 -1.2
PAWZ ProShares Pet Care ETF 4.5 50 -10 3.8 -0.7
GINN Goldman Sachs Innovate Equity ETF 4.4 52 -12 3.8 -0.6
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 5.4 +1.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.3 70 -30 4.7 +0.3
CRTC Xtrackers US National Critical Technologies ETF 4.2 35 5 4.2 -0.2
SEMG Suncoast Select Growth ETF 4.2 60 -20 3.7 -0.7
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.1 +0.7
QGRO American Century U.S. Quality Growth ETF 4.2 29 11 3.9 -0.6
VSDA VictoryShares Dividend Accelerator ETF 4.1 35 5 6.5 +2.1
PSCH Invesco S&P SmallCap Health Care ETF 4.1 29 11 2.5 -1.9
BRIF FIS Bright Portfolios Focused Equity ETF 4.0 65 -25 3.7 -0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 1.9 -2.6
IWP iShares Russell Mid-Cap Growth ETF 4.0 23 17 2.8 -1.6
SNPV Xtrackers S&P 500 Value ESG ETF 4.0 15 25 5.7 +1.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 5 3.7 -0.7
PRAY FIS Christian Stock Fund 3.9 69 -29 4.0 -0.5
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.1 -2.3
MNZL Manzil Russell Halal USA Broad MarketETF 3.8 40 0 4.0 -0.4
RND First Trust Bloomberg R&D Leaders ETF 3.8 60 -20 2.5 -1.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.7 50 -10 3.4 -1.0
FTGS First Trust Growth Strength ETF 3.7 60 -20 3.6 -0.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.7 58 -18 4.9 +0.5
FPAG FPA Global Equity ETF 3.7 49 -9 5.9 +1.5
SCHD Schwab US Dividend Equity ETF 3.7 6 34 8.4 +4.0
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 6.1 +1.7
FIW First Trust Water ETF 3.6 53 -13 4.9 +0.5
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.4 +1.0
CAML Congress Large Cap Growth ETF 3.6 66 -26 2.4 -2.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.6 52 -12 4.9 +0.5
CATH Global X S&P 500 Catholic Values Custom ETF 3.6 29 11 4.1 -0.3
FTCS First Trust Capital Strength ETF 3.5 55 -15 5.5 +1.1
LCF Touchstone US Large Cap Focused ETF 3.4 69 -29 3.7 -0.8
BLCV iShares Large Cap Value Active ETF 3.4 53 -13 6.5 +2.1
ALTL Pacer Lunt Large Cap Alternator ETF 3.4 60 -20 4.9 +0.5
SNSR Global X Internet of Things ETF 3.4 68 -28 3.9 -0.5
CGDV Capital Group Dividend Value ETF 3.3 33 7 4.0 -0.4
CVAR Cultivar ETF 3.3 87 -47 7.0 +2.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 6.5 +2.1
FEGE First Eagle Global Equity ETF 3.3 79 -39 6.0 +1.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.3 15 25 7.2 +2.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.9 -0.5
SWP SWP Growth & Income ETF 3.2 99 -59 4.2 -0.2
UDI USCF Dividend Income Fund 3.2 65 -25 6.7 +2.3
JEPI JPMorgan Equity Premium Income ETF 3.2 35 5 4.9 +0.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 5.8 +1.4
LRGE ClearBridge Large Cap Growth ESG ETF 3.2 59 -19 2.7 -1.7
VDIG Vanguard Wellington Dividend Growth Active ETF 3.1 40 0 4.5 +0.1
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.3 +0.9
TMFX Motley Fool Next Index ETF 3.1 50 -10 3.1 -1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.1 -0.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.1 12 28 5.5 +1.1
XOEF iShares S&P 500 ex S&P 100 ETF 3.1 20 20 4.8 +0.4
JMOM JPMorgan U.S. Momentum Factor ETF 3.1 12 28 3.5 -0.9
ROBO ROBO Global Robotics & Automation Index ETF 3.1 95 -55 2.5 -1.9
MAVF Matrix Advisors Value ETF 3.0 75 -35 5.1 +0.6
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 5.6 +1.2
DFLV Dimensional US Large Cap Value ETF 3.0 22 18 6.3 +1.9
ZECP Zacks Earnings Consistent Portfolio ETF 3.0 55 -15 4.2 -0.3
FFND Future Fund Active ETF 3.0 100 -60 4.3 -0.1
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 2.7 -1.7
CHRI Global X S&P 500 Christian Values ETF 3.0 29 11 4.1 -0.4
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 9 31 4.8 +0.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 30 4.4 -0.0
QDIV Global X S&P 500 Quality Dividend ETF 2.9 20 20 8.0 +3.6
LFSC F/m Emerald Life Sciences Innovation ETF 2.9 79 -39 0.0 -4.4
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.9 55 -15 9.2 +4.8
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 2.9 12 28 6.9 +2.5
VO Vanguard Mid-Cap ETF 2.9 4 36 5.4 +0.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.9 35 5 5.3 +0.9
RSP Invesco S&P 500 Equal Weight ETF 2.9 20 20 6.0 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 2.9 6 34 3.5 -0.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.9 40 0 5.3 +0.9
HLAL Wahed FTSE USA Shariah ETF 2.9 50 -10 3.8 -0.6
PEXL Pacer US Export Leaders ETF 2.9 60 -20 3.3 -1.2
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -12 7.5 +3.0
SDY State Street SPDR S&P Dividend ETF 2.8 35 5 6.2 +1.8
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.8 45 -5 3.8 -0.7
AQEC AQE Core ETF 2.8 49 -9 5.2 +0.8
LOUP Innovator Deepwater Frontier Tech ETF 2.8 70 -30 1.0 -3.4
NULG Nuveen ESG Large-Cap Growth ETF 2.8 26 14 3.0 -1.4
DIVL Madison Dividend Value ETF 2.8 65 -25 4.8 +0.4
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.5 +0.1
CHGX AXS Change Finance ESG ETF 2.8 49 -9 4.7 +0.3
SMAP Amplify Small-Mid Cap Equity ETF 2.8 60 -20 4.5 +0.1
AVMC Avantis U.S. Mid Cap Equity ETF 2.8 18 22 6.1 +1.7
VFMV Vanguard U.S. Minimum Volatility ETF 2.8 13 27 5.7 +1.3
YLDE ClearBridge Dividend Strategy ESG ETF 2.7 60 -20 5.2 +0.8
IQM Franklin Intelligent Machines ETF 2.7 50 -10 1.2 -3.2
CGGR Capital Group Growth ETF 2.7 39 1 2.5 -1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.7 9 31 5.3 +0.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.7 48 -8 5.6 +1.1
BFOR ALPS Barron's 400 ETF 2.7 65 -25 5.0 +0.6
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 5.4 +0.9
DFUV Dimensional US Marketwide Value ETF 2.6 22 18 6.4 +2.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.6 9 31 4.4 +0.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 6.5 +2.1
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.6 30 10 7.5 +3.1
RAFE PIMCO RAFI ESG U.S. ETF 2.6 29 11 6.5 +2.1
HDUS Hartford Disciplined US Equity ETF 2.6 19 21 4.9 +0.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.6 20 20 0.8 -3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 2.6 12 28 5.6 +1.2
IWX iShares Russell Top 200 Value ETF 2.5 20 20 5.2 +0.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 -9 4.7 +0.3
ITAN Sparkline Intangible Value ETF 2.5 50 -10 6.3 +1.9
BLCR iShares Large Cap Core Active ETF 2.5 36 4 3.0 -1.4
ETHO Etho Climate Leadership U.S. ETF 2.5 47 -7 4.4 +0.0
MODL VictoryShares WestEnd U.S. Sector ETF 2.5 42 -2 4.1 -0.3
SAMM Strategas Macro Momentum ETF 2.5 66 -26 3.7 -0.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.4 35 5 4.5 +0.1
PFM Invesco Dividend Achievers ETF 2.4 53 -13 4.8 +0.4
GLBL Pacer MSCI World Industry Advantage ETF 2.4 65 -25 3.5 -0.9
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 9.6 +5.2
EUSA iShares MSCI USA Equal Weighted ETF 2.4 9 31 5.6 +1.2
MDLV Morgan Dempsey Large Cap Value ETF 2.4 58 -18 5.9 +1.5
TMAT Main Thematic Innovation ETF 2.4 164 -124 -2.0 -6.4
ACVF American Conservative Values ETF 2.4 75 -35 3.8 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.4 -0.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.4 20 20 4.3 -0.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -25 1.6 -2.9
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -19 7.7 +3.3
XMAG Defiance Large Cap ex-Mag 7 ETF 2.3 35 5 4.5 +0.1
DGRO iShares Core Dividend Growth ETF 2.3 8 32 5.6 +1.2
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 25 4.4 -0.0
DSTL Distillate US Fundamental Stability & Value ETF 2.3 39 1 7.8 +3.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.3 15 25 4.7 +0.2
VIG Vanguard Dividend Appreciation ETF 2.3 5 35 5.0 +0.6
TMFG Motley Fool Global Opportunities ETF 2.3 85 -45 3.7 -0.7
SPXN ProShares S&P 500 Ex-Financials ETF 2.3 9 31 4.1 -0.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.3 49 -9 3.8 -0.6
PRXV Praxis Impact Large Cap Value ETF 2.2 36 4 5.8 +1.4
SCHV Schwab U.S. Large-Cap Value ETF 2.2 4 36 5.8 +1.4
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 3.9 -0.5
SIZE iShares MSCI USA Size Factor ETF 2.2 15 25 5.6 +1.2
BIBL Inspire 100 ETF 2.2 35 5 4.4 -0.1
XJR iShares ESG Screened S&P Small-Cap ETF 2.2 12 28 6.4 +2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.1 18 22 6.9 +2.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 6.4 +2.0
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 4 4.2 -0.3
SNPG Xtrackers S&P 500 Growth ESG ETF 2.1 15 25 4.1 -0.4
IWD iShares Russell 1000 Value ETF 2.1 19 21 5.6 +1.2
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 4.7 +0.3
VONV Vanguard Russell 1000 Value ETF 2.1 7 33 5.7 +1.3
BEEX BeeHive ETF 2.1 84 -44 3.8 -0.6
FSST Fidelity Sustainable U.S. Equity ETF 2.1 59 -19 3.3 -1.1
MGV Vanguard Mega Cap Value ETF 2.1 7 33 5.6 +1.2
LGRO Level Four Large Cap Growth Active ETF 2.1 55 -15 3.8 -0.6
DSPY Tema S&P 500 Historical Weight ETF 2.1 18 22 4.5 +0.1
NIXT Research Affiliates Deletions ETF 2.1 9 31 6.8 +2.4
OALC OneAscent Large Cap Core ETF 2.0 86 -46 3.6 -0.8
PTL Inspire 500 ETF 2.0 9 31 4.5 +0.1
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 1 9.6 +5.1
AFSM First Trust Active Factor Small Cap ETF 2.0 75 -35 6.0 +1.6
QQQS Invesco NASDAQ Future Gen 200 ETF 2.0 20 20 -4.0 -8.4
IMCB iShares Morningstar Mid-Cap ETF 2.0 4 36 5.4 +1.0
STXD Strive 1000 Dividend Growth ETF 2.0 35 5 4.4 +0.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 9.3 +4.9
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -39 3.4 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.0 9 31 4.2 -0.3
VOOV Vanguard S&P 500 Value ETF 2.0 7 33 5.8 +1.4
IVE iShares S&P 500 Value ETF 2.0 18 22 5.7 +1.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.0 4 36 5.8 +1.4
DEUS Xtrackers Russell US Multifactor ETF 2.0 17 23 6.6 +2.1
FDG American Century Focused Dynamic Growth ETF 2.0 45 -5 1.7 -2.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.0 40 0 3.4 -1.0
DBSC Deepwater Beachfront Small Cap ETF 2.0 85 -45 1.2 -3.2
LRGC AB US Large Cap Strategic Equities ETF 2.0 48 -8 3.9 -0.6
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.9 -0.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 2.0 35 5 3.1 -1.3
IWO iShares Russell 2000 Growth ETF 2.0 24 16 0.5 -3.9
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 4.5 +0.0
ESGV Vanguard ESG U.S. Stock ETF 1.9 9 31 4.3 -0.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.9 19 21 5.0 +0.6
FELV Fidelity Enhanced Large Cap Value ETF 1.9 18 22 5.8 +1.4
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.9 15 25 9.3 +4.9
DIVN Horizon Dividend Income ETF 1.9 70 -30 6.6 +2.2
VIOO Vanguard S&P Small-Cap 600 ETF 1.9 7 33 6.4 +2.0
TOPC iShares S&P 500 3% Capped ETF 1.9 15 25 4.5 +0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.9 32 8 4.1 -0.3
NULC Nuveen ESG Large-Cap ETF 1.9 21 19 4.1 -0.3
TMFS Motley Fool Small-Cap Growth ETF 1.9 85 -45 1.2 -3.2
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 5.9 +1.5
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.6 +1.2
IJS iShares S&P Small-Cap 600 Value ETF 1.9 18 22 9.2 +4.8
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 5.5 +1.1
PBUS Invesco MSCI USA ETF 1.9 4 36 4.3 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 1.9 49 -9 4.0 -0.4
IUSV iShares Core S&P US Value ETF 1.9 4 36 5.9 +1.5
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.4 0.0
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.9 3 37 6.6 +2.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.3 -0.1
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 3.4 -1.0
IJR iShares Core S&P Small Cap ETF 1.9 6 34 6.5 +2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.3 -0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.2 -0.2
JHML John Hancock Multifactor Large Cap ETF 1.9 29 11 4.6 +0.2
SUSA iShares MSCI USA ESG Select ETF 1.9 25 15 4.2 -0.3
FFOX FundX Future Fund Opportunities ETF 1.9 100 -60 2.4 -2.0
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.9 12 28 3.5 -0.9
VOTE TCW Transform 500 ETF 1.9 5 35 4.2 -0.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.9 11 29 4.3 -0.2
OPTZ Optimize Strategy Index ETF 1.9 50 -10 3.8 -0.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.9 15 25 3.8 -0.6
IWR iShares Russell Midcap ETF 1.9 19 21 5.5 +1.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.9 10 30 3.8 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.9 28 12 5.0 +0.6
KRMA Global X Conscious Companies ETF 1.9 43 -3 5.4 +1.0
STXV Strive 1000 Value ETF 1.8 18 22 7.0 +2.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 23 4.1 -0.3
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.8 15 25 4.2 -0.2
VOE Vanguard Mid-Cap Value ETF 1.8 7 33 6.9 +2.5
IJT iShares S&P Small-Cap 600 Growth ETF 1.8 18 22 3.8 -0.7
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -10 5.2 +0.7
AVSC Avantis U.S Small Cap Equity ETF 1.8 25 15 4.8 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.8 20 20 4.3 -0.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.8 6 34 2.8 -1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.8 20 20 4.2 -0.2
BUL Pacer US Cash Cows Growth ETF 1.8 60 -20 3.4 -1.0
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.8 15 25 5.1 +0.7
XVV iShares ESG Screened S&P 500 ETF 1.8 8 32 4.2 -0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.8 95 -55 -0.5 -4.9
XT iShares Exponential Technologies ETF 1.8 46 -6 4.2 -0.3
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -9 4.5 +0.1
VTV Vanguard Value ETF 1.8 4 36 6.0 +1.6
EQAL Invesco Russell 1000 Equal Weight ETF 1.8 20 20 6.1 +1.7
SQLV Royce Quant Small-Cap Quality Value ETF 1.8 60 -20 8.2 +3.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 6.6 +2.2
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.8 30 10 4.2 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 4.5 +0.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 10 30 4.2 -0.2
ILCG iShares Morningstar Growth ETF 1.7 4 36 3.1 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 15 5.0 +0.6
TOLL Tema Durable Quality ETF 1.7 75 -35 4.0 -0.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.7 9 31 4.4 +0.0
HDV iShares Core High Dividend ETF 1.7 8 32 6.0 +1.6
WOMN Impact Shares YWCA Women's Empowerment ETF 1.7 75 -35 4.9 +0.5
PSC Principal U.S. Small-Cap ETF 1.7 38 2 3.8 -0.6
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.7 65 -25 3.6 -0.8
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 3.4 -1.1
CGDG Capital Group Dividend Growers ETF 1.7 47 -7 5.1 +0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -30 2.1 -2.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.7 20 20 4.1 -0.3
JAVA JPMorgan Active Value ETF 1.7 44 -4 5.6 +1.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.7 24 16 7.2 +2.8
FYC First Trust Small Cap Growth AlphaDEX Fund 1.7 71 -31 -0.6 -5.0
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.7 25 15 4.2 -0.2
VBK Vanguard Small-Cap Growth ETF 1.6 7 33 1.3 -3.1
PRXG Praxis Impact Large Cap Growth ETF 1.6 36 4 3.1 -1.3
VV Vanguard Large-Cap ETF 1.6 4 36 4.2 -0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.6 24 16 6.1 +1.7
VOO Vanguard S&P 500 ETF 1.6 3 37 4.3 -0.1
VUG Vanguard Growth ETF 1.6 4 36 3.4 -1.0
GXLC Global X U.S. 500 ETF 1.6 2 38 4.2 -0.2
SPY SPDR S&P 500 ETF 1.6 9 31 4.3 -0.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.6 2 38 4.3 -0.1
IVV iShares Core S&P 500 ETF 1.6 3 37 4.3 -0.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 31 9 5.8 +1.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.4 +1.0
IUS Invesco RAFI Strategic US ETF 1.6 19 21 5.9 +1.4
STRV Strive 500 ETF 1.6 5 35 4.2 -0.2
ENHU iShares Enhanced Large Cap Core Active ETF 1.6 22 18 4.2 -0.2
EMOT First Trust S&P 500 Economic Moat ETF 1.6 60 -20 8.0 +3.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.6 3 37 4.5 +0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.6 35 5 6.4 +2.0
FTDS First Trust Dividend Strength ETF 1.6 70 -30 7.0 +2.6
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 5.0 +0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 1.6 18 22 4.0 -0.4
GQI Natixis Gateway Quality Income ETF 1.6 34 6 4.5 +0.1
ILCB iShares Morningstar U.S. Equity ETF 1.6 3 37 4.2 -0.2
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 -3 3.6 -0.8
DFUS Dimensional U.S. Equity ETF 1.6 9 31 4.2 -0.2
IWB iShares Russell 1000 ETF 1.6 15 25 4.3 -0.1
XMHQ Invesco S&P MidCap Quality ETF 1.6 25 15 5.9 +1.5
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 27 5.7 +1.3
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 30 0.7 -3.8
VONE Vanguard Russell 1000 ETF 1.6 7 33 4.3 -0.1
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.7 +2.3
VTI Vanguard Total Stock Market ETF 1.6 3 37 4.2 -0.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.6 3 37 4.2 -0.2
IWV iShares Russell 3000 ETF 1.6 20 20 4.1 -0.3
CZAR Themes Natural Monopoly ETF 1.6 35 5 5.3 +0.9
RVRB Reverb ETF 1.6 30 10 4.0 -0.4
IYY iShares Dow Jones U.S. ETF 1.6 20 20 4.2 -0.2
VTHR Vanguard Russell 3000 ETF 1.5 7 33 4.2 -0.2
AGQI First Trust Active Global Quality Income ETF 1.5 85 -45 6.5 +2.1
FEX First Trust Large Cap Core AlphaDEX Fund 1.5 59 -19 5.1 +0.7
SFY SoFi Select 500 ETF 1.5 0 40 3.9 -0.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.5 12 28 3.5 -1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.5 30 10 3.9 -0.5
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 22 4.7 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 1.5 50 -10 8.7 +4.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -24 1.3 -3.1
VYM Vanguard High Dividend Yield Index ETF 1.5 6 34 6.2 +1.8
SCHX Schwab U.S. Large-Cap ETF 1.5 3 37 4.4 -0.0
SCHK Schwab 1000 Index ETF 1.5 5 35 4.4 -0.1
GDIV Harbor Dividend Growth Leaders ETF 1.5 50 -10 4.1 -0.4
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 4.3 -0.1
OEI Optimized Equity Income ETF 1.5 75 -35 3.5 -0.9
ROUS Hartford Multifactor US Equity ETF 1.5 19 21 5.6 +1.2
APUE ActivePassive U.S. Equity ETF 1.5 45 -5 4.0 -0.4
IWL iShares Russell Top 200 ETF 1.5 15 25 4.0 -0.4
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 6.2 +1.8
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.5 +1.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.5 29 11 7.1 +2.7
STXG Strive 1000 Growth ETF 1.5 18 22 3.3 -1.1
FPX First Trust US Equity Opportunities ETF 1.5 61 -21 0.9 -3.5
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -49 4.5 +0.1
QGRW WisdomTree U.S. Quality Growth Fund 1.5 28 12 2.9 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -35 3.0 -1.4
FQAL Fidelity Quality Factor ETF 1.5 15 25 4.9 +0.5
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -50 3.3 -1.2
QQQ Invesco QQQ Trust Series I 1.5 20 20 3.4 -1.0
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 3.4 -1.0
GQQQ Astoria US Quality Growth Kings ETF 1.5 35 5 3.5 -1.0
JQUA JPMorgan U.S. Quality Factor ETF 1.5 12 28 5.2 +0.8
DGT State Street SPDR Global Dow ETF 1.4 50 -10 5.8 +1.4
RAUS RACWI US ETF 1.4 15 25 4.3 -0.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -35 0.9 -3.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 31 4.5 +0.1
USXF iShares ESG Advanced MSCI USA ETF 1.4 10 30 4.0 -0.4
SSPY Syntax Stratified LargeCap ETF 1.4 30 10 6.2 +1.8
ILCV iShares Morningstar Value ETF 1.4 4 36 5.5 +1.1
DFVX Dimensional US Large Cap Vector ETF 1.4 22 18 5.3 +0.9
DFAU Dimensional US Core Equity Market ETF 1.4 12 28 4.4 0.0
SCHA Schwab U.S. Small-Cap ETF 1.4 4 36 4.5 +0.1
FFOG Franklin Focused Growth ETF 1.4 61 -21 1.6 -2.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.4 39 1 2.4 -2.1
MGC Vanguard Mega Cap ETF 1.4 7 33 4.0 -0.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.4 17 23 5.1 +0.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.4 20 20 4.5 +0.0
GSPY Gotham Enhanced 500 ETF 1.4 50 -10 4.5 +0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.4 75 -35 3.3 -1.1
EES WisdomTree U.S. SmallCap Fund 1.4 38 2 8.1 +3.7
AVSU Avantis Responsible U.S. Equity ETF 1.4 15 25 5.1 +0.7
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 4.9 +0.4
DFSV Dimensional US Small Cap Value ETF 1.3 31 9 9.1 +4.7
RGEF Rockefeller Global Equity ETF 1.3 55 -15 3.9 -0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 20 4.7 +0.3
RSSL Global X Russell 2000 ETF 1.3 8 32 2.8 -1.6
AVMV Avantis U.S. Mid Cap Value ETF 1.3 20 20 7.4 +3.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.3 14 26 4.3 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 4.5 +0.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 6.1 +1.7
IWM iShares Russell 2000 ETF 1.3 19 21 2.7 -1.7
AVUS Avantis U.S. Equity ETF 1.3 15 25 4.9 +0.5
MAGA Point Bridge America First ETF 1.3 72 -32 5.2 +0.8
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.1 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 6.3 +1.9
GVLU Gotham 1000 Value ETF 1.3 50 -10 8.3 +3.9
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 36 3.2 -1.2
VUSV Vanguard Wellington U.S. Value Active ETF 1.3 30 10 5.9 +1.4
TIIV AAM Todd International Intrinsic Value ETF 1.3 54 -14 9.5 +5.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 5.7 +1.2
LRGF iShares U.S. Equity Factor ETF 1.3 8 32 4.8 +0.3
VOOG Vanguard S&P 500 Growth ETF 1.3 7 33 3.1 -1.3
USEW Cambria US EW ETF 1.3 30 10 4.2 -0.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 20 7.4 +3.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 8.0 +3.6
MBOX Freedom Day Dividend ETF 1.3 39 1 7.0 +2.6
FBOT Fidelity Disruptive Automation ETF 1.3 50 -10 3.0 -1.4
GK AdvisorShares Gerber Kawasaki ETF 1.3 75 -35 1.5 -2.9
PRF Invesco FTSE RAFI US 1000 ETF 1.3 34 6 5.9 +1.5
USMV iShares MSCI USA Min Vol Factor ETF 1.3 15 25 5.3 +0.9
AUSF Global X Adaptive U.S. Factor ETF 1.3 27 13 8.1 +3.7
IVW iShares S&P 500 Growth ETF 1.3 18 22 3.0 -1.4
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.3 4 36 3.1 -1.3
FDMO Fidelity Momentum Factor ETF 1.3 15 25 2.5 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.3 17 23 4.8 +0.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -27 8.8 +4.3
IWS iShares Russell Mid-Cap Value ETF 1.2 23 17 6.2 +1.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.2 18 22 5.8 +1.3
ESGU iShares ESG Aware MSCI USA ETF 1.2 15 25 4.3 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 34 7.2 +2.7
DCOR Dimensional US Core Equity 1 ETF 1.2 14 26 4.7 +0.3
MGK Vanguard Mega Cap Growth ETF 1.2 7 33 3.4 -1.0
QUAL iShares MSCI USA Quality Factor ETF 1.2 15 25 4.5 +0.1
MDY SPDR S&P Midcap 400 ETF Trust 1.2 23 17 6.0 +1.6
FVD First Trust Value Line Dividend Index Fund 1.2 65 -25 5.7 +1.2
NVIR Horizon Kinetics Energy and Remediation ETF 1.2 85 -45 5.1 +0.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.2 38 2 7.0 +2.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.2 35 5 7.0 +2.6
ISCV iShares Morningstar Small Cap Value ETF 1.2 6 34 7.9 +3.5
TMFC Motley Fool 100 Index ETF 1.2 50 -10 3.0 -1.4
EPS WisdomTree U.S. LargeCap Fund 1.2 8 32 4.9 +0.5
SIXL ETC 6 Meridian Low Beta Equity ETF 1.2 80 -40 5.9 +1.4
QWLD SPDR MSCI World StrategicFactors ETF 1.2 30 10 5.2 +0.8
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 5.8 +1.4
STOX Horizon Core Equity ETF 1.2 70 -30 3.7 -0.7
STXM Strive Mid-Cap ETF 1.2 18 22 5.7 +1.3
SFTY Horizon Managed Risk ETF 1.2 77 -37 3.6 -0.9
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 4.9 +0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 1.2 42 -2 4.3 -0.1
TOK iShares MSCI Kokusai ETF 1.2 26 14 4.4 -0.0
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 6.0 +1.6
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 5.7 +1.3
AVUQ Avantis U.S. Quality ETF 1.2 15 25 3.6 -0.8
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 37 6.2 +1.8
IJH iShares Core S&P Mid-Cap ETF 1.2 5 35 6.2 +1.8
VTWO Vanguard Russell 2000 ETF 1.2 7 33 2.9 -1.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.2 15 25 4.1 -0.3
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.3 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 7.5 +3.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 7.9 +3.5
STXK Strive Small-Cap ETF 1.2 18 22 5.3 +0.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.2 5 35 7.8 +3.4
AQLT iShares MSCI Global Quality Factor ETF 1.1 18 22 0.0 -4.4
FESM Fidelity Enhanced Small Cap ETF 1.1 28 12 2.4 -2.0
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -21 5.5 +1.1
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 1.7 -2.7
QTOP iShares Nasdaq Top 30 Stocks ETF 1.1 20 20 2.9 -1.5
GEW Cambria Global EW ETF 1.1 29 11 5.4 +1.0
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 4.7 +0.3
SFGV Sequoia Global Value ETF 1.1 23 17 7.2 +2.8
VONG Vanguard Russell 1000 Growth ETF 1.1 7 33 3.6 -0.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 6.2 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -10 6.2 +1.7
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 3.6 -0.8
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 4.3 -0.1
DXUV Dimensional US Vector Equity ETF 1.1 28 12 5.4 +1.0
URTH iShares MSCI World ETF 1.1 24 16 4.4 -0.0
SCHG Schwab U.S. Large-Cap Growth ETF 1.1 4 36 3.4 -1.1
IWF iShares Russell 1000 Growth ETF 1.1 19 21 3.4 -1.0
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 6.1 +1.7
WCEO Hypatia Women CEO ETF 1.1 85 -45 4.9 +0.5
MFVL Motley Fool Value Factor ETF 1.1 50 -10 5.8 +1.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.1 38 2 3.9 -0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.1 19 21 5.1 +0.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.4 +1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 32 4.5 +0.1
VB Vanguard Small-Cap ETF 1.1 5 35 5.3 +0.9
SCHM Schwab U.S. Mid-Cap ETF 1.1 4 36 6.0 +1.6
ULVM VictoryShares US Value Momentum ETF 1.1 20 20 6.3 +1.9
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 4.3 -0.2
OEF iShares S&P 100 ETF 1.1 20 20 3.9 -0.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.0 10 30 3.8 -0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.0 12 28 4.5 +0.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.3 +1.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.0 4 36 5.7 +1.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 7.8 +3.4
TAX Cambria Tax Aware ETF 1.0 49 -9 4.2 -0.2
SGLC SGI U.S. Large Cap Core ETF 1.0 85 -45 3.8 -0.6
BGRO iShares Large Cap Growth Active ETF 1.0 55 -15 2.0 -2.4
VXF Vanguard Extended Market ETF 1.0 5 35 3.9 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 5.1 +0.7
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.8 +2.4
FNDB Schwab Fundamental US Broad Market Index ETF 1.0 25 15 6.4 +2.0
SPIT F/m Emerald Special Situations ETF 1.0 105 -65 -0.7 -5.1
ONEQ Fidelity Nasdaq Composite Index ETF 1.0 21 19 3.0 -1.4
QLC FlexShares US Quality Large Cap Index Fund 1.0 25 15 4.7 +0.2
FTC First Trust Large Cap Growth AlphaDEX Fund 1.0 59 -19 1.9 -2.6
ACWI iShares MSCI ACWI ETF 1.0 32 8 4.8 +0.3
FNDX Schwab Fundamental US Large Co. Index ETF 1.0 25 15 6.5 +2.0
ROE Astoria US Quality Kings ETF 1.0 49 -9 5.6 +1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.0 65 -25 4.9 +0.5
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.2 +5.8
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.6 +1.2
JGRO JPMorgan Active Growth ETF 1.0 44 -4 2.4 -2.0
SGRT SMART Earnings Growth 30 ETF 1.0 59 -19 2.6 -1.9
FBCG Fidelity Blue Chip Growth ETF 1.0 59 -19 2.2 -2.2
SHRY First Trust Bloomberg Shareholder Yield ETF 0.9 60 -20 8.4 +4.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.2 +1.8
VT Vanguard Total World Stock ETF 0.9 6 34 5.1 +0.7
BLES Inspire Global Hope ETF 0.9 61 -21 5.8 +1.4
IBOT Vaneck Robotics ETF 0.9 47 -7 3.5 -0.9
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 6.6 +2.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 0.9 49 -9 7.8 +3.4
COWZ Pacer US Cash Cows 100 ETF 0.9 49 -9 7.8 +3.4
VALQ American Century U.S. Quality Value ETF 0.9 29 11 7.3 +2.8
CGUS Capital Group Core Equity ETF 0.9 33 7 3.6 -0.8
GURU Global X Guru Index ETF 0.9 75 -35 2.4 -2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.9 9 31 4.9 +0.5
RCGE RockCreek Global Equality ETF 0.9 95 -55 6.0 +1.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 0.9 12 28 6.4 +2.0
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.9 49 -9 6.7 +2.3
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 3.6 -0.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.9 35 5 6.5 +2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.9 15 25 6.9 +2.5
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 5.4 +1.0
WSML iShares MSCI World Small-Cap ETF 0.9 15 25 5.4 +1.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 5.0 +0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 0.9 28 12 5.5 +1.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.9 12 28 3.6 -0.8
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -19 4.7 +0.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.9 60 -20 4.8 +0.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.9 40 0 4.0 -0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 22 3.1 -1.3
DARP Grizzle Growth ETF 0.8 75 -35 1.8 -2.6
SVAL iShares US Small Cap Value Factor ETF 0.8 20 20 7.6 +3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.8 29 11 5.8 +1.4
IWC iShares Micro-Cap ETF 0.8 60 -20 -1.4 -5.8
IWY iShares Russell Top 200 Growth ETF 0.8 20 20 3.6 -0.9
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -10 3.8 -0.6
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 3.7 -0.7
DTD WisdomTree U.S. Total Dividend Fund 0.8 28 12 5.8 +1.4
DSI iShares MSCI KLD 400 Social ETF 0.8 25 15 4.3 -0.1
INRO iShares U.S. Industry Rotation Active ETF 0.8 42 -2 3.7 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.8 20 20 4.8 +0.4
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.4 +0.0
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 7.2 +2.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.5 +2.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.7 79 -39 4.2 -0.2
MFIG Motley Fool Innovative Growth Factor ETF 0.7 50 -10 2.8 -1.6
YNOT Horizon Digital Frontier ETF 0.7 75 -35 2.6 -1.8
DIVB iShares Core Dividend ETF 0.7 5 35 7.6 +3.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 20 5.7 +1.3
FELC Fidelity Enhanced Large Cap Core ETF 0.7 18 22 4.5 +0.1
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 4.0 -0.4
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -20 6.3 +1.9
USMF WisdomTree U.S. Multifactor Fund 0.7 28 12 6.6 +2.2
WTV WisdomTree US Value Fund of Benef Interest 0.7 12 28 8.0 +3.6
VTWV Vanguard Russell 2000 Value ETF 0.6 10 30 5.1 +0.7
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.6 60 -20 6.3 +1.8
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.6 55 -15 3.2 -1.2
IWN iShares Russell 2000 Value ETF 0.6 24 16 4.9 +0.5
GLOF iShares Global Equity Factor ETF 0.6 20 20 5.7 +1.3
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 8.9 +4.5
EZM WisdomTree U.S. MidCap Fund 0.6 38 2 8.1 +3.7
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.6 10 30 4.3 -0.1
VBR Vanguard Small Cap Value ETF 0.6 7 33 8.0 +3.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.6 25 15 5.5 +1.1
SMOX Horizon Small/Mid Cap Core Equity ETF 0.6 75 -35 5.4 +1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -5.3
WRND IQ Global Equity R&D Leaders ETF 0.6 18 22 4.1 -0.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 5.0 +0.6
SMMD iShares Russell 2500 ETF 0.6 15 25 5.7 +1.3
SUSL iShares ESG MSCI USA Leaders ETF 0.6 10 30 4.3 -0.1
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 1 6.1 +1.7
DUHP Dimensional US High Profitability ETF 0.5 21 19 5.2 +0.8
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -9 5.1 +0.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 3.8 -0.6
JSML Janus Henderson Small Cap Growth Alpha ETF 0.5 30 10 2.8 -1.6
ROSC Hartford Multifactor Small Cap ETF 0.5 34 6 7.4 +3.0
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 7.2 +2.8
JHSC John Hancock Multifactor Small Cap ETF 0.5 42 -2 6.1 +1.7
AIEQ AI Powered Equity ETF 0.5 75 -35 3.8 -0.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.5 35 5 5.8 +1.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.5 10 30 3.8 -0.6
IOO iShares Global 100 ETF 0.5 41 -1 3.9 -0.5
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 7.3 +2.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.2 +0.8
JPSV JPMorgan Active Small Cap Value ETF 0.5 74 -34 7.7 +3.3
JHDV John Hancock U.S. High Dividend ETF 0.5 34 6 6.2 +1.8
IJJ iShares S&P Mid-Cap 400 Value ETF 0.5 18 22 8.0 +3.6
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.5 15 25 8.0 +3.6
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.5 10 30 8.1 +3.7
QDEF FlexShares Quality Dividend Defensive Index Fund 0.5 37 3 5.5 +1.1
QDF FlexShares Quality Dividend Index Fund 0.5 37 3 5.5 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -20 6.9 +2.5
EBI Longview Advantage ETF 0.4 35 5 6.1 +1.7
FFF Founders 100 ETF 0.4 75 -35 2.6 -1.8
TTAC FCF US Quality ETF 0.4 59 -19 5.4 +1.0
AFLG First Trust Active Factor Large Cap ETF 0.4 55 -15 5.1 +0.7
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 9.1 +4.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 8.2 +3.8
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.5 +1.1
XSLV Invesco S&P SmallCap Low Volatility ETF 0.4 25 15 7.5 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 8.0 +3.6
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 6.9 +2.4
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 1.5 -2.9
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 -20 3.5 -0.9
AVUV Avantis U.S. Small Cap Value ETF 0.3 25 15 8.2 +3.8
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.9 -1.5
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 9.2 +4.8
RECS Columbia Research Enhanced Core ETF 0.3 15 25 5.4 +1.0
AIQ Global X Artificial Intelligence & Technology ETF 0.3 68 -28 3.2 -1.2
RNSC Furst Trust Small Cap US Equity Select ETF 0.3 60 -20 4.5 +0.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.9 +2.5
FSGS First Trust SMID Growth Strength ETF 0.3 60 -20 4.8 +0.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.3 60 -20 5.8 +1.4
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -41 3.0 -1.4
OSCV Opus Small Cap Value ETF 0.3 79 -39 5.8 +1.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.3 70 -30 4.0 -0.5
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.3 59 -19 8.6 +4.2
DVGR DAC 3D Dividend Growth ETF 0.3 65 -25 4.7 +0.3
IBRN iShares Neuroscience and Healthcare ETF 0.3 47 -7 0.0 -4.4
VLUE iShares MSCI USA Value Factor ETF 0.3 15 25 7.6 +3.2
QLV FlexShares US Quality Low Volatility Index Fund 0.3 22 18 5.1 +0.6
GOP Unusual Whales Subversive Republican Trading ETF 0.3 50 -10 4.4 +0.0
FYT First Trust Small Cap Value AlphaDEX Fund 0.3 73 -33 10.0 +5.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.3 25 15 7.5 +3.1
HELX Franklin Genomic Advancements ETF 0.3 50 -10 -1.4 -5.8
NUDV Nuveen ESG Dividend ETF 0.2 26 14 6.2 +1.8
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 3.7 -0.7
REVS Columbia Research Enhanced Value ETF 0.2 19 21 6.9 +2.5
LRND IQ U.S. Large Cap R&D Leaders ETF 0.2 14 26 4.0 -0.4
PY Principal Value ETF 0.2 15 25 7.1 +2.7
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.1 +0.7
RNIN Bushido Capital US SMID Cap Equity ETF 0.2 70 -30 11.0 +6.6
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.2 15 25 8.4 +4.0
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 7.5 +3.1
AVLV Avantis U.S. Large Cap Value ETF 0.2 15 25 6.0 +1.6
PKW Invesco Buyback Achievers ETF 0.2 62 -22 7.3 +2.8
MTUM iShares MSCI USA Momentum Factor ETF 0.2 15 25 2.6 -1.8
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.2 49 -9 8.4 +3.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.2 59 -19 9.5 +5.1
ISRA VanEck Israel ETF 0.1 59 -19 5.7 +1.3
ITEQ BlueStar Israel Technology ETF 0.1 75 -35 1.2 -3.2
DTAN Sparkline International Intangible Value ETF 0.1 55 -15 7.2 +2.7
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -4.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 3.3 -1.1
ARKG ARK Genomic Revolution ETF 0.1 75 -35 -1.6 -6.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.1 18 22 5.2 +0.8
MFMO Motley Fool Momentum Factor ETF 0.1 50 -10 2.2 -2.3
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 7.6 +3.1
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -4.9
TEXN iShares Texas Equity ETF 0.1 20 20 5.3 +0.9
FDLS Inspire Fidelis Multi Factor ETF 0.1 76 -36 3.3 -1.1
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.3 -3.2
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 8.0 +3.5
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 20 8.9 +4.5
VEGN US Vegan Climate ETF 0.0 60 -20 4.0 -0.4

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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.8 %
Divided by: Fwd. P/BV 3.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.55 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.