iShares U.S. Medical Devices ETF
ALTAR
Score™		 3.9% info Recommen-
dation		 UNDERWEIGHT
2025E    2026E
P/E
ratio		 28.2x P/Sales
ratio		 4.7x
P/BV
ratio		 4.1x 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) $4,320
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) $111,121
Large cap (>$10bn) 91.5%
Mid cap ($2-10bn) 5.8%
Small cap (<$2bn) 2.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 17.8 %
INTUITIVE SURGICAL INC 16.0 %
BOSTON SCIENTIFIC CORP 11.4 %
IDEXX LABORATORIES INC 5.0 %
MEDTRONIC PLC 4.8 %
EDWARDS LIFESCIENCES CORP 4.8 %
BECTON DICKINSON AND CO 4.5 %
STRYKER CORP 4.2 %
RESMED INC 4.1 %
GE HEALTHCARE TECHNOLOGIES INC. 4.1 %
Total 76.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 91.4 %
IRELAND 7.8 %
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.
3.4% 3.9% 4.3% 12.2% 11.1%

Market Correlations
versus... Beta R-squared
S&P500 0.98 56%
MSCI EAFE 0.73 41%
MSCI Emg. Mkts. 0.53 24%

Technical Indicators
Recent close $64.33
30d moving avg. $61.21
Annualized volatility 17.0%
Short interest (ETF) 2.2%
Short interest (Underlying) 1.6%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 1,299
Turnover 1.9%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 678 potential alternatives to the iShares U.S. Medical Devices ETF ETF based on the alternatives' overlap in portfolio holdings with IHI. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IHI Expense: 40 bp ALTAR Score™: 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 State Street SPDR S&P Health Care Equipment ETF 36.7 35 5 3.2 -0.7
MDEV First Trust Indxx Medical Devices ETF 32.7 70 -30 4.6 +0.7
FMED Fidelity Disruptive Medicine ETF 27.8 50 -10 -0.6 -4.5
BMED Future Health ETF 25.4 85 -45 0.2 -3.7
RSPH Invesco S&P 500 Equal Weight Health Care ETF 24.6 40 0 7.6 +3.7
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 24.1 65 -25 0.7 -3.2
GDOC Goldman Sachs Future Health Care Equity ETF 22.7 75 -35 2.5 -1.4
HTEC ROBO Global Healthcare Technology and Innovation ETF 21.3 68 -28 2.1 -1.9
XLV The Health Care Select Sector SPDR Fund 20.9 8 32 6.9 +3.0
IYH iShares U.S. Healthcare ETF 20.9 40 0 6.1 +2.2
HEAL Global X HealthTech ETF 20.6 50 -10 -0.6 -4.5
FHLC Fidelity MSCI Health Care Index ETF 20.0 8 32 5.6 +1.7
VHT Vanguard Health Care ETF 19.1 9 31 5.4 +1.5
HART IQ Healthy Hearts ETF 18.9 45 -5 6.4 +2.5
AGNG Global X Aging Population ETF 17.6 50 -10 4.4 +0.5
HRTS Tema Heart & Health ETF 16.5 75 -35 2.0 -1.9
FDHT Fidelity Digital Health ETF 15.7 39 1 1.5 -2.4
IXJ iShares Global Healthcare ETF 15.0 42 -2 6.5 +2.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 14.7 85 -45 8.0 +4.1
FXH First Trust Health Care AlphaDEX Fund 14.1 62 -22 7.6 +3.7
MEDI Harbor Health Care ETF 13.6 80 -40 -1.8 -5.7
PINK Simplify Health Care ETF 13.1 50 -10 0.7 -3.2
ANEW ProShares MSCI Transformational Changes ETF 12.3 45 -5 5.2 +1.3
JDOC JPMorgan Healthcare Leaders ETF 11.7 65 -25 3.7 -0.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.4 38 2 6.4 +2.5
DUNK Dana Unconstrained Equity ETF 9.1 75 -35 2.6 -1.3
GGRW Gabelli Growth Innovators ETF 9.0 90 -50 2.4 -1.5
CWS AdvisorShares Focused Equity ETF 8.9 84 -44 5.5 +1.6
FLV American Century Focused Large Cap Value ETF 8.8 42 -2 6.7 +2.8
USRD Themes US R&D Champions ETF 8.8 29 11 4.8 +0.9
HAPY Harbor Human Capital Factor Unconstrained ETF 8.6 50 -10 5.8 +1.9
MID American Century Mid Cap Growth Impact ETF 8.5 45 -5 3.5 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 8.2 15 25 4.2 +0.3
JGRW Jensen Quality Growth ETF 8.1 57 -17 4.7 +0.8
BOTZ Global X Robotics & Artificial Intelligence ETF 8.0 69 -29 2.2 -1.8
HKND Humankind US Stock ETF 7.9 11 29 7.2 +3.3
BIBL Inspire 100 ETF 7.8 35 5 5.2 +1.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.7 60 -20 5.0 +1.1
QGRO American Century U.S. Quality Growth ETF 7.7 29 11 3.8 -0.1
DTEC ALPS Disruptive Technologies ETF 7.7 50 -10 3.8 -0.1
ABEQ Absolute Select Value ETF 7.4 85 -45 4.6 +0.7
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 5.2 +1.3
IQM Franklin Intelligent Machines ETF 6.8 50 -10 2.1 -1.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.7 65 -25 4.6 +0.7
BLCV iShares Large Cap Value Active ETF 6.6 53 -13 7.5 +3.6
PTH Invesco Dorsey Wright Healthcare Momentum ETF 6.5 60 -20 -0.9 -4.8
CSMD Congress SMid Growth ETF 6.2 69 -29 3.8 -0.1
DIVL Madison Dividend Value ETF 6.1 65 -25 5.9 +2.0
QLTY GMO U.S. Quality ETF 5.9 50 -10 4.5 +0.6
SXQG ETC 6 Meridian Quality Growth ETF 5.6 100 -60 4.9 +1.0
LVOL American Century Low Volatility ETF 5.5 29 11 5.1 +1.2
AGIQ Sofi Agentic AI ETF 5.5 69 -29 1.9 -2.0
REVS Columbia Research Enhanced Value ETF 5.4 19 21 7.7 +3.8
VOT Vanguard Mid-Cap Growth ETF 5.4 7 33 3.5 -0.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 4.2 +0.3
NBDS Neuberger Berman Disrupters ETF 5.3 55 -15 0.8 -3.1
CAML Congress Large Cap Growth ETF 5.3 66 -26 3.7 -0.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 5.2 49 -9 3.7 -0.2
BUL Pacer US Cash Cows Growth ETF 5.2 60 -20 5.2 +1.3
PCGG Polen Capital Global Growth ETF 5.2 85 -45 4.1 +0.2
BKWO BNY Mellon Women's Opportunities ETF 5.2 50 -10 3.7 -0.2
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 -9 6.8 +2.9
CGDV Capital Group Dividend Value ETF 5.2 33 7 4.5 +0.6
MAVF Matrix Advisors Value ETF 5.1 75 -35 5.8 +1.9
SAMT Strategas Macro Thematic Opportunities ETF 5.0 65 -25 2.5 -1.4
PRAY FIS Christian Stock Fund 5.0 69 -29 5.1 +1.2
RJMG FT Raymond James Multicap Growth Equity ETF 5.0 85 -45 3.0 -0.9
PAWZ ProShares Pet Care ETF 5.0 50 -10 3.6 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 5.0 40 0 6.1 +2.2
DANA Dana Unconstrained Equity ETF 5.0 50 -10 3.2 -0.7
GINN Goldman Sachs Innovate Equity ETF 5.0 52 -12 3.7 -0.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 4.9 25 15 5.5 +1.6
SPLV Invesco S&P 500 Low Volatility ETF 4.9 25 15 5.5 +1.6
RND First Trust Bloomberg R&D Leaders ETF 4.9 60 -20 3.4 -0.5
PJP Invesco Pharmaceuticals ETF 4.9 57 -17 7.6 +3.7
MVAL VanEck Morningstar Wide Moat Value ETF 4.7 49 -9 7.0 +3.1
IWFG IQ Winslow Focused Large Cap Growth ETF 4.7 65 -25 3.2 -0.8
FIW First Trust Water ETF 4.7 53 -13 4.9 +1.0
IWP iShares Russell Mid-Cap Growth ETF 4.7 23 17 3.4 -0.5
TMDV ProShares Russell US Dividend Growers ETF 4.6 35 5 6.9 +3.0
VALQ American Century U.S. Quality Value ETF 4.6 29 11 7.9 +4.0
DURA VanEck Durable High Dividend ETF 4.6 29 11 7.4 +3.5
MOAT VanEck Morningstar Wide Moat ETF 4.6 46 -6 6.2 +2.3
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.5 35 5 6.2 +2.3
IGPT Invesco AI and Next Gen Software ETF 4.5 60 -20 4.4 +0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.5 35 5 4.2 +0.3
BRIF FIS Bright Portfolios Focused Equity ETF 4.5 65 -25 4.6 +0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.4 58 -18 4.6 +0.7
PSET Principal Quality ETF 4.4 15 25 5.3 +1.4
VSDA VictoryShares Dividend Accelerator ETF 4.4 35 5 7.3 +3.4
MODL VictoryShares WestEnd U.S. Sector ETF 4.3 42 -2 4.5 +0.6
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 25 5.4 +1.5
FEGE First Eagle Global Equity ETF 4.3 79 -39 6.5 +2.6
HLAL Wahed FTSE USA Shariah ETF 4.3 50 -10 4.6 +0.7
CATH Global X S&P 500 Catholic Values Custom ETF 4.2 29 11 4.6 +0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 4.2 10 30 5.2 +1.3
SEMG Suncoast Select Growth ETF 4.2 60 -20 4.4 +0.5
SPMV Invesco S&P 500 Minimum Variance ETF 4.2 10 30 5.6 +1.7
IMCG iShares Morningstar Mid-Cap Growth ETF 4.1 6 34 4.2 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.1 70 -30 5.0 +1.1
CSD Invesco S&P Spin-Off ETF 4.1 65 -25 4.0 +0.1
TMFM Motley Fool Mid-Cap Growth ETF 4.1 85 -45 3.1 -0.8
AGRW Allspring LT Large Growth ETF 4.1 35 5 3.6 -0.3
XOEF iShares S&P 500 ex S&P 100 ETF 4.0 20 20 5.6 +1.7
CRTC Xtrackers US National Critical Technologies ETF 4.0 35 5 4.8 +0.9
DAK Dakota Active Equity ETF 4.0 43 -3 4.4 +0.5
SWP SWP Growth & Income ETF 4.0 99 -59 4.1 +0.2
SNPV Xtrackers S&P 500 Value ESG ETF 3.9 15 25 6.9 +3.0
FTCS First Trust Capital Strength ETF 3.9 55 -15 5.9 +2.0
UDI USCF Dividend Income Fund 3.9 65 -25 8.2 +4.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.9 50 -10 4.4 +0.5
FTGS First Trust Growth Strength ETF 3.9 60 -20 4.7 +0.8
PWB Invesco Large Cap Growth ETF 3.9 56 -16 2.7 -1.3
SAMM Strategas Macro Momentum ETF 3.8 66 -26 2.2 -1.7
DFUV Dimensional US Marketwide Value ETF 3.8 22 18 7.4 +3.5
ZECP Zacks Earnings Consistent Portfolio ETF 3.8 55 -15 4.7 +0.8
LCF Touchstone US Large Cap Focused ETF 3.8 69 -29 4.2 +0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.7 20 20 2.9 -1.0
CSTK Invesco Comstock Contrarian Equity ETF 3.7 35 5 6.9 +3.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.7 45 -5 4.4 +0.5
JOET Virtus Terranova US Quality Momentum ETF 3.6 29 11 4.9 +1.0
DVND Touchstone Dividend Select ETF 3.6 67 -27 5.5 +1.6
LRGE ClearBridge Large Cap Growth ESG ETF 3.6 59 -19 4.3 +0.4
DFLV Dimensional US Large Cap Value ETF 3.6 22 18 7.6 +3.7
PSCH Invesco S&P SmallCap Health Care ETF 3.5 29 11 3.6 -0.3
CHRI Global X S&P 500 Christian Values ETF 3.5 29 11 4.6 +0.7
ULVM VictoryShares US Value Momentum ETF 3.5 20 20 7.3 +3.4
CGGR Capital Group Growth ETF 3.5 39 1 3.4 -0.5
VNSE Natixis Vaughan Nelson Select ETF 3.5 80 -40 4.7 +0.8
PTL Inspire 500 ETF 3.5 9 31 5.3 +1.4
JEPI JPMorgan Equity Premium Income ETF 3.5 35 5 5.7 +1.8
FDMO Fidelity Momentum Factor ETF 3.4 15 25 3.6 -0.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.4 75 -35 5.1 +1.2
GVUS Marketbeta Russell 1000 Value Equity ETF 3.4 12 28 6.5 +2.6
IWX iShares Russell Top 200 Value ETF 3.4 20 20 6.0 +2.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 5.7 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.4 58 -18 5.7 +1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.4 9 31 6.2 +2.3
CFA VictoryShares US 500 Volatility Wtd ETF 3.4 35 5 6.0 +2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 3.4 40 0 6.0 +2.1
CVAR Cultivar ETF 3.4 87 -47 6.9 +3.0
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 27 5.9 +2.0
DEMZ Democratic Large Cap Core ETF 3.3 45 -5 4.4 +0.5
VO Vanguard Mid-Cap ETF 3.3 4 36 6.0 +2.1
GURU Global X Guru Index ETF 3.3 75 -35 3.0 -0.9
ETHO Etho Climate Leadership U.S. ETF 3.3 47 -7 5.5 +1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 3.3 48 -8 6.2 +2.3
SDY State Street SPDR S&P Dividend ETF 3.3 35 5 6.8 +2.9
LOUP Innovator Deepwater Frontier Tech ETF 3.3 70 -30 1.3 -2.6
GLBL Pacer MSCI World Industry Advantage ETF 3.3 65 -25 4.1 +0.2
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 4.0 +0.1
PRXV Praxis Impact Large Cap Value ETF 3.2 36 4 6.6 +2.7
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 31 5.5 +1.6
AVMC Avantis U.S. Mid Cap Equity ETF 3.2 18 22 6.9 +3.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.2 15 25 7.7 +3.8
ITAN Sparkline Intangible Value ETF 3.2 50 -10 6.6 +2.7
ADME Aptus Drawdown Managed Equity ETF 3.2 79 -39 4.0 +0.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.2 20 20 6.5 +2.6
USMF WisdomTree U.S. Multifactor Fund 3.2 28 12 7.3 +3.4
INCE Franklin Income Equity Focus ETF 3.1 29 11 5.8 +1.9
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 5.1 +1.2
FDWM Fidelity Women's Leadership ETF 3.1 59 -19 4.8 +0.9
FFOX FundX Future Fund Opportunities ETF 3.1 100 -60 4.0 +0.1
RSP Invesco S&P 500 Equal Weight ETF 3.1 20 20 6.8 +2.9
MDLV Morgan Dempsey Large Cap Value ETF 3.1 58 -18 7.2 +3.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.7 +0.8
IMCB iShares Morningstar Mid-Cap ETF 3.1 4 36 6.3 +2.4
CHGX AXS Change Finance ESG ETF 3.0 49 -9 5.3 +1.4
SCHV Schwab U.S. Large-Cap Value ETF 3.0 4 36 6.7 +2.8
EQWL Invesco S&P 100 Equal Weight ETF 3.0 25 15 6.2 +2.3
BFOR ALPS Barron's 400 ETF 3.0 65 -25 5.9 +2.0
EVX VanEck Environmental Services ETF 3.0 55 -15 2.6 -1.3
HLGE Hartford Longevity Economy ETF 3.0 44 -4 6.3 +2.4
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 3.0 12 28 8.1 +4.2
RPG Invesco S&P 500 Pure Growth ETF 3.0 35 5 3.4 -0.5
OALC OneAscent Large Cap Core ETF 3.0 86 -46 4.1 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 3.0 9 31 6.3 +2.4
AVMV Avantis U.S. Mid Cap Value ETF 2.9 20 20 8.9 +5.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.9 30 10 8.1 +4.2
SIZE iShares MSCI USA Size Factor ETF 2.9 15 25 6.1 +2.2
LQPE PEO AlphaQuest Thematic PE ETF 2.9 125 -85 6.8 +2.9
VFMO Vanguard U.S. Momentum Factor ETF 2.9 13 27 3.1 -0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.9 60 -20 7.4 +3.5
IWD iShares Russell 1000 Value ETF 2.8 19 21 6.4 +2.5
VONV Vanguard Russell 1000 Value ETF 2.8 7 33 6.5 +2.6
VIG Vanguard Dividend Appreciation ETF 2.8 5 35 5.5 +1.6
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.0 +1.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.8 20 20 4.8 +0.9
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.8 65 -25 2.0 -1.9
CGUS Capital Group Core Equity ETF 2.8 33 7 4.4 +0.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.8 15 25 4.6 +0.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.8 15 25 4.8 +0.9
BGRO iShares Large Cap Growth Active ETF 2.8 55 -15 2.9 -1.0
SMAP Amplify Small-Mid Cap Equity ETF 2.8 60 -20 5.5 +1.6
JQUA JPMorgan U.S. Quality Factor ETF 2.8 12 28 5.9 +2.0
FFOG Franklin Focused Growth ETF 2.8 61 -21 2.5 -1.4
SNSR Global X Internet of Things ETF 2.7 68 -28 4.9 +1.0
LRND IQ U.S. Large Cap R&D Leaders ETF 2.7 14 26 5.0 +1.1
ACVF American Conservative Values ETF 2.7 75 -35 4.3 +0.4
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 22 5.2 +1.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.7 25 15 5.2 +1.3
RECS Columbia Research Enhanced Core ETF 2.7 15 25 5.7 +1.8
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 31 9 2.7 -1.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.7 19 21 5.5 +1.6
VOOV Vanguard S&P 500 Value ETF 2.7 7 33 6.2 +2.3
IVE iShares S&P 500 Value ETF 2.7 18 22 6.1 +2.2
ROBO ROBO Global Robotics & Automation Index ETF 2.7 95 -55 3.2 -0.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.7 4 36 6.3 +2.4
KNO AXS Knowledge Leaders ETF 2.7 78 -38 5.7 +1.8
EMOT First Trust S&P 500 Economic Moat ETF 2.7 60 -20 8.4 +4.5
YLDE ClearBridge Dividend Strategy ESG ETF 2.6 60 -20 5.7 +1.8
LFSC F/m Emerald Life Sciences Innovation ETF 2.6 79 -39 0.0 -3.9
ASLV Allspring Special Large Value ETF 2.6 35 5 6.5 +2.6
SNPE Xtrackers S&P 500 ESG ETF 2.6 10 30 5.0 +1.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 2.6 40 0 3.9 +0.0
RJDI RJ Eagle GCM Dividend Select Income ETF 2.6 55 -15 5.4 +1.5
GK AdvisorShares Gerber Kawasaki ETF 2.6 75 -35 2.6 -1.3
IUSV iShares Core S&P US Value ETF 2.6 4 36 6.4 +2.5
ILCG iShares Morningstar Growth ETF 2.6 4 36 3.8 -0.1
TOPC iShares S&P 500 3% Capped ETF 2.6 15 25 5.1 +1.2
XJR iShares ESG Screened S&P Small-Cap ETF 2.5 12 28 7.5 +3.6
LVDS JPMorgan Fundamental Data Science Large Value ETF 2.5 49 -9 6.1 +2.2
FTC First Trust Large Cap Growth AlphaDEX Fund 2.5 59 -19 2.1 -1.9
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 4.8 +0.9
DGRO iShares Core Dividend Growth ETF 2.5 8 32 6.5 +2.6
MGV Vanguard Mega Cap Value ETF 2.5 7 33 6.5 +2.6
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 25 3.7 -0.2
AGQI First Trust Active Global Quality Income ETF 2.5 85 -45 4.5 +0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 2.5 60 -20 10.7 +6.8
HAPI Harbor Human Capital Factor US Large Cap ETF 2.5 36 4 4.9 +1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.5 18 22 7.7 +3.8
STXD Strive 1000 Dividend Growth ETF 2.5 35 5 4.9 +1.0
PFM Invesco Dividend Achievers ETF 2.4 53 -13 5.3 +1.4
NULG Nuveen ESG Large-Cap Growth ETF 2.4 26 14 3.4 -0.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 25 6.1 +2.2
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.7 +0.8
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -50 4.2 +0.3
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.9 +1.0
TMFX Motley Fool Next Index ETF 2.4 50 -10 3.3 -0.6
BLCR iShares Large Cap Core Active ETF 2.4 36 4 3.5 -0.4
VTV Vanguard Value ETF 2.4 4 36 6.8 +2.9
YOKE Yoke Core ETF 2.4 42 -2 5.0 +1.1
IWR iShares Russell Midcap ETF 2.4 19 21 6.2 +2.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.8 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 2.3 18 22 5.5 +1.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 2.3 15 25 5.5 +1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 2.3 10 30 5.6 +1.7
VOTE TCW Transform 500 ETF 2.3 5 35 4.8 +0.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.3 12 28 6.0 +2.1
GVIP Goldman Sachs Hedge Industry VIP ETF 2.3 45 -5 3.2 -0.7
IWO iShares Russell 2000 Growth ETF 2.3 24 16 0.8 -3.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 4.9 +1.0
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.8 +0.9
IJR iShares Core S&P Small Cap ETF 2.3 6 34 7.6 +3.7
NUMV Nuveen ESG Mid-Cap Value ETF 2.3 31 9 6.9 +3.0
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.3 +1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.3 0 40 4.9 +1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.3 32 8 5.0 +1.1
TOLL Tema Durable Quality ETF 2.3 75 -35 5.1 +1.2
VTWG Vanguard Russell 2000 Growth ETF 2.3 10 30 1.0 -2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.9 +1.0
TMFG Motley Fool Global Opportunities ETF 2.3 85 -45 4.0 +0.1
JGRO JPMorgan Active Growth ETF 2.3 44 -4 3.6 -0.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.0 +1.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 4.9 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 2.3 29 11 6.9 +3.0
FELV Fidelity Enhanced Large Cap Value ETF 2.3 18 22 6.7 +2.8
DGRW WisdomTree US Quality Dividend Growth Fund 2.2 28 12 5.5 +1.6
FBOT Fidelity Disruptive Automation ETF 2.2 50 -10 3.5 -0.4
OPTZ Optimize Strategy Index ETF 2.2 50 -10 4.7 +0.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.3 +1.4
VBK Vanguard Small-Cap Growth ETF 2.2 7 33 1.8 -2.1
LGRO Level Four Large Cap Growth Active ETF 2.2 55 -15 4.2 +0.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 4.5 +0.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.2 12 28 4.6 +0.7
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.7 +0.8
SNPG Xtrackers S&P 500 Growth ESG ETF 2.2 15 25 4.5 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.2 59 -19 8.8 +4.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -9 4.7 +0.8
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 6.8 +2.9
QUS State Street SPDR MSCI USA StrategicFactors ETF 2.1 15 25 5.6 +1.7
KRMA Global X Conscious Companies ETF 2.1 43 -3 5.9 +2.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 4.6 +0.7
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 2.1 15 25 7.7 +3.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 2.1 3 37 7.6 +3.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -24 1.2 -2.8
PRXG Praxis Impact Large Cap Growth ETF 2.1 36 4 3.7 -0.2
ISCG iShares Morningstar Small-Cap Growth ETF 2.1 6 34 2.9 -1.0
VIOO Vanguard S&P Small-Cap 600 ETF 2.1 7 33 7.5 +3.6
VUG Vanguard Growth ETF 2.1 4 36 4.2 +0.3
VOO Vanguard S&P 500 ETF 2.1 3 37 4.9 +1.0
QGRW WisdomTree U.S. Quality Growth Fund 2.1 28 12 4.2 +0.3
IVV iShares Core S&P 500 ETF 2.1 3 37 4.9 +1.0
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 38 4.9 +1.0
SPY SPDR S&P 500 ETF 2.1 9 31 4.8 +0.9
STRV Strive 500 ETF 2.1 5 35 4.8 +0.9
FDG American Century Focused Dynamic Growth ETF 2.1 45 -5 2.1 -1.8
QUVU Hartford Quality Value ETF 2.1 46 -6 7.4 +3.5
IMCV iShares Morningstar Mid-Cap Value ETF 2.1 6 34 8.2 +4.3
STXV Strive 1000 Value ETF 2.1 18 22 8.1 +4.2
VV Vanguard Large-Cap ETF 2.1 4 36 4.8 +0.9
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 4.6 +0.7
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.8 +0.9
GXLC Global X U.S. 500 ETF 2.1 2 38 4.8 +0.9
SUSA iShares MSCI USA ESG Select ETF 2.1 25 15 4.6 +0.7
DFVX Dimensional US Large Cap Vector ETF 2.0 22 18 6.3 +2.4
SFY SoFi Select 500 ETF 2.0 0 40 4.4 +0.5
PSC Principal U.S. Small-Cap ETF 2.0 38 2 6.9 +3.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 2.0 3 37 5.1 +1.2
BEEX BeeHive ETF 2.0 84 -44 4.3 +0.4
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -49 5.0 +1.1
VYM Vanguard High Dividend Yield Index ETF 2.0 6 34 7.0 +3.1
STXG Strive 1000 Growth ETF 2.0 18 22 3.9 -0.1
OEI Optimized Equity Income ETF 2.0 75 -35 0.0 -3.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2.0 9 31 3.9 +0.0
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.8 +0.9
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.9 +1.0
VTI Vanguard Total Stock Market ETF 2.0 3 37 4.8 +0.9
IWB iShares Russell 1000 ETF 2.0 15 25 4.8 +0.9
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.0 50 -10 8.9 +5.0
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -25 3.7 -0.2
JHMM John Hancock Multifactor Mid Cap ETF 2.0 42 -2 6.3 +2.4
FFLC Fidelity Fundamental Large Cap Core ETF 2.0 38 2 4.5 +0.6
VTHR Vanguard Russell 3000 ETF 2.0 7 33 4.8 +0.9
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.7 +0.8
IWV iShares Russell 3000 ETF 2.0 20 20 4.7 +0.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.0 75 -35 4.0 +0.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 37 4.8 +0.9
QVAL Alpha Architect US Quantitative Value ETF 2.0 39 1 9.4 +5.5
APUE ActivePassive U.S. Equity ETF 2.0 45 -5 4.6 +0.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 5.9 +2.0
HDV iShares Core High Dividend ETF 2.0 8 32 7.0 +3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 4.8 +0.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.0 30 10 4.7 +0.8
GCOW Pacer Global Cash Cows Dividend ETF 2.0 60 -20 10.3 +6.4
BDIV AAM Brentview Dividend Growth ETF 2.0 49 -9 4.5 +0.6
PBUS Invesco MSCI USA ETF 1.9 4 36 4.8 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.9 75 -35 3.6 -0.3
SCHX Schwab U.S. Large-Cap ETF 1.9 3 37 4.9 +1.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.9 60 -20 6.6 +2.7
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.9 35 5 5.4 +1.5
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 7.3 +3.4
SCHK Schwab 1000 Index ETF 1.9 5 35 5.0 +1.1
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.9 +2.0
MDCP VictoryShares THB Mid Cap ESG ETF 1.9 55 -15 5.8 +1.9
SCHB Schwab U.S. Broad Market ETF 1.9 3 37 5.0 +1.1
IWL iShares Russell Top 200 ETF 1.9 15 25 4.5 +0.6
BLES Inspire Global Hope ETF 1.9 61 -21 6.8 +2.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.9 65 -25 2.4 -1.5
EPS WisdomTree U.S. LargeCap Fund 1.9 8 32 5.7 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.9 24 16 7.5 +3.6
KLMN Invesco MSCI North America Climate ETF 1.9 9 31 4.9 +1.0
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 4.2 +0.3
RVRB Reverb ETF 1.9 30 10 4.5 +0.6
AFSM First Trust Active Factor Small Cap ETF 1.9 75 -35 7.4 +3.5
EQAL Invesco Russell 1000 Equal Weight ETF 1.9 20 20 7.1 +3.2
VOE Vanguard Mid-Cap Value ETF 1.9 7 33 7.8 +3.9
NVIR Horizon Kinetics Energy and Remediation ETF 1.9 85 -45 6.6 +2.7
MGK Vanguard Mega Cap Growth ETF 1.9 7 33 4.3 +0.4
HDUS Hartford Disciplined US Equity ETF 1.9 19 21 5.7 +1.8
DGT State Street SPDR Global Dow ETF 1.9 50 -10 6.5 +2.6
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 20 9.0 +5.1
NIXT Research Affiliates Deletions ETF 1.9 9 31 8.2 +4.3
USXF iShares ESG Advanced MSCI USA ETF 1.9 10 30 4.8 +0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.8 4 36 6.0 +2.1
DFSU Dimensional US Sustainability Core 1 ETF 1.8 18 22 5.3 +1.4
MGC Vanguard Mega Cap ETF 1.8 7 33 4.6 +0.7
QQQS Invesco NASDAQ Future Gen 200 ETF 1.8 20 20 -4.4 -8.3
RZG Invesco S&P Smallcap 600 Pure Growth ETF 1.8 35 5 3.7 -0.2
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.8 20 20 8.1 +4.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.8 25 15 5.5 +1.6
SDG iShares MSCI Global Sustainable Development Goals ETF 1.8 49 -9 4.9 +1.0
RGEF Rockefeller Global Equity ETF 1.8 55 -15 4.5 +0.6
SPXM Azoria 500 Meritocracy ETF 1.8 47 -7 4.5 +0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 1.8 11 29 5.0 +1.1
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -10 6.3 +2.4
IBOT Vaneck Robotics ETF 1.8 47 -7 4.1 +0.2
STOX Horizon Core Equity ETF 1.8 70 -30 4.1 +0.2
SFTY Horizon Managed Risk ETF 1.8 77 -37 4.0 +0.1
FQAL Fidelity Quality Factor ETF 1.8 15 25 5.7 +1.8
EVUS iShares ESG Aware MSCI USA Value ETF 1.8 18 22 6.5 +2.6
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.0 +1.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 1.8 29 11 7.4 +3.5
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 27 6.1 +2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.1 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.8 9 31 4.8 +0.9
LOGO Alpha Brands Consumption Leaders ETF 1.8 69 -29 3.2 -0.7
FBCG Fidelity Blue Chip Growth ETF 1.8 59 -19 2.9 -1.0
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.8 55 -15 10.1 +6.2
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.7 +0.8
SFYX SoFi Next 500 ETF 1.8 0 40 6.0 +2.1
GQI Natixis Gateway Quality Income ETF 1.8 34 6 5.0 +1.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.7 49 -9 3.8 -0.1
STXK Strive Small-Cap ETF 1.7 18 22 6.0 +2.1
FUNL CornerCap Fundametrics Large-Cap ETF 1.7 50 -10 7.2 +3.3
SSPY Syntax Stratified LargeCap ETF 1.7 30 10 6.7 +2.8
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 5.1 +1.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.7 95 -55 0.2 -3.7
QQMG Invesco ESG NASDAQ 100 ETF 1.7 20 20 4.2 +0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 1.7 65 -25 6.4 +2.5
IUS Invesco RAFI Strategic US ETF 1.7 19 21 6.7 +2.8
BOUT Innovator IBD Breakout Opportunities ETF 1.7 81 -41 0.8 -3.1
QTOP iShares Nasdaq Top 30 Stocks ETF 1.7 20 20 4.0 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 10 4.4 +0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.7 45 -5 2.6 -1.3
GDIV Harbor Dividend Growth Leaders ETF 1.7 50 -10 5.1 +1.2
RAUS RACWI US ETF 1.6 15 25 4.7 +0.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.6 12 28 4.7 +0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.6 17 23 5.9 +2.0
IWS iShares Russell Mid-Cap Value ETF 1.6 23 17 7.2 +3.3
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.6 24 16 8.1 +4.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.6 7 33 5.1 +1.2
SIXL ETC 6 Meridian Low Beta Equity ETF 1.6 80 -40 6.2 +2.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 1.6 40 0 4.7 +0.8
LRGF iShares U.S. Equity Factor ETF 1.6 8 32 5.4 +1.5
VOOG Vanguard S&P 500 Growth ETF 1.6 7 33 4.1 +0.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.6 60 -20 5.3 +1.4
USMV iShares MSCI USA Min Vol Factor ETF 1.6 15 25 5.8 +1.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -30 2.2 -1.7
SCHA Schwab U.S. Small-Cap ETF 1.6 4 36 6.2 +2.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.6 60 -20 4.2 +0.3
IUSG iShares Core S&P U.S. Growth ETF 1.6 4 36 4.2 +0.3
IVW iShares S&P 500 Growth ETF 1.6 18 22 4.0 +0.1
TMFS Motley Fool Small-Cap Growth ETF 1.6 85 -45 3.1 -0.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.6 4 36 4.1 +0.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 1.6 12 28 7.4 +3.5
TOK iShares MSCI Kokusai ETF 1.6 26 14 5.0 +1.1
RSSL Global X Russell 2000 ETF 1.6 8 32 4.1 +0.2
GQQQ Astoria US Quality Growth Kings ETF 1.6 35 5 4.7 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.6 10 30 6.0 +2.1
IWM iShares Russell 2000 ETF 1.6 19 21 4.1 +0.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 6.8 +2.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.6 15 25 6.0 +2.1
FESM Fidelity Enhanced Small Cap ETF 1.6 28 12 6.8 +2.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.6 4 36 5.8 +1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.5 17 23 5.5 +1.6
DCOR Dimensional US Core Equity 1 ETF 1.5 14 26 5.4 +1.5
VTWO Vanguard Russell 2000 ETF 1.5 7 33 4.2 +0.3
AFLG First Trust Active Factor Large Cap ETF 1.5 55 -15 6.3 +2.4
VB Vanguard Small-Cap ETF 1.5 5 35 6.1 +2.2
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 10 5.8 +1.9
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 4.5 +0.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.5 20 20 5.5 +1.6
URTH iShares MSCI World ETF 1.5 24 16 5.0 +1.1
ESGG FlexShares STOXX Global ESG Select Index Fund 1.5 42 -2 5.3 +1.4
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 6.1 +2.2
RCGE RockCreek Global Equality ETF 1.5 95 -55 6.6 +2.7
ILCV iShares Morningstar Value ETF 1.5 4 36 6.3 +2.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 15 7.8 +3.9
QQQ Invesco QQQ Trust Series I 1.5 20 20 4.1 +0.2
AVUS Avantis U.S. Equity ETF 1.5 15 25 5.7 +1.8
JAVA JPMorgan Active Value ETF 1.5 44 -4 6.3 +2.4
QQQM Invesco NASDAQ 100 ETF 1.5 15 25 4.2 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.5 8 32 5.0 +1.1
AVSU Avantis Responsible U.S. Equity ETF 1.5 15 25 5.8 +1.9
SQLV Royce Quant Small-Cap Quality Value ETF 1.4 60 -20 9.4 +5.5
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 36 7.1 +3.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.4 29 11 6.9 +3.0
ARKQ ARK Autonomous Technology & Robotics ETF 1.4 75 -35 1.2 -2.8
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 15 5.2 +1.3
TMFC Motley Fool 100 Index ETF 1.4 50 -10 3.4 -0.5
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.4 5 35 8.1 +4.2
GPT Intelligent Alpha Atlas ETF 1.4 69 -29 5.6 +1.7
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 6.0 +2.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.4 20 20 5.2 +1.3
XT iShares Exponential Technologies ETF 1.4 46 -6 4.6 +0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -27 9.9 +6.0
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 10.3 +6.4
NULC Nuveen ESG Large-Cap ETF 1.4 21 19 4.7 +0.8
GSPY Gotham Enhanced 500 ETF 1.4 50 -10 5.1 +1.2
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 -14 11.2 +7.3
FDLO Fidelity Low Volatility Factor ETF 1.4 15 25 5.4 +1.5
OEF iShares S&P 100 ETF 1.4 20 20 4.4 +0.5
JPEF JPMorgan Equity Focus ETF 1.4 50 -10 4.3 +0.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 4.2 +0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 30 4.4 +0.5
PEXL Pacer US Export Leaders ETF 1.3 60 -20 4.6 +0.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 5.9 +2.0
PRF Invesco FTSE RAFI US 1000 ETF 1.3 39 1 6.7 +2.8
XJH iShares ESG Screened S&P Mid-Cap ETF 1.3 12 28 7.2 +3.3
ACWI iShares MSCI ACWI ETF 1.3 32 8 5.4 +1.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.3 18 22 4.0 +0.1
FVD First Trust Value Line Dividend Index Fund 1.3 65 -25 6.2 +2.3
KLMT Invesco MSCI Global Climate 500 ETF 1.3 10 30 5.6 +1.7
XMHQ Invesco S&P MidCap Quality ETF 1.3 25 15 6.8 +2.9
MAGA Point Bridge America First ETF 1.3 72 -32 6.3 +2.4
VONG Vanguard Russell 1000 Growth ETF 1.3 7 33 4.4 +0.5
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -19 4.2 +0.3
WRND IQ Global Equity R&D Leaders ETF 1.3 18 22 7.5 +3.6
SCHG Schwab U.S. Large-Cap Growth ETF 1.3 4 36 3.9 +0.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.8 +2.9
IWF iShares Russell 1000 Growth ETF 1.3 19 21 4.3 +0.4
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 15 5.2 +1.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 9.0 +5.1
DXUV Dimensional US Vector Equity ETF 1.3 28 12 6.1 +2.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.3 12 28 4.0 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.3 38 2 7.7 +3.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.3 35 5 7.7 +3.8
DFAS Dimensional U.S. Small Cap ETF 1.3 26 14 6.6 +2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.3 15 25 9.0 +5.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.3 29 11 6.4 +2.5
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 12 6.0 +2.1
AIEQ AI Powered Equity ETF 1.2 75 -35 4.9 +1.0
VT Vanguard Total World Stock ETF 1.2 6 34 5.7 +1.8
FSMD Fidelity Small-Mid Multifactor ETF 1.2 15 25 6.9 +3.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 1.2 35 5 5.8 +1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.6 +1.7
VSLU Applied Finance Valuation Large Cap ETF 1.2 49 -9 5.6 +1.7
FDLS Inspire Fidelis Multi Factor ETF 1.2 76 -36 4.6 +0.7
FNDA Schwab Fundamental US Small Co. Index ETF 1.2 25 15 8.8 +4.9
EES WisdomTree U.S. SmallCap Fund 1.2 38 2 8.7 +4.8
IJS iShares S&P Small-Cap 600 Value ETF 1.2 18 22 9.7 +5.8
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.2 15 25 9.8 +5.9
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.2 10 30 9.7 +5.8
SPGP Invesco S&P 500 GARP ETF 1.2 34 6 6.8 +2.9
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 6.8 +2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.2 35 5 7.0 +3.1
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.2 12 28 7.3 +3.4
VFVA Vanguard U.S. Value Factor ETF 1.2 13 27 10.7 +6.8
ONEQ Fidelity Nasdaq Composite Index ETF 1.2 21 19 3.7 -0.2
NULV Nuveen ESG Large-Cap Value ETF 1.2 26 14 6.3 +2.4
DTD WisdomTree U.S. Total Dividend Fund 1.2 28 12 6.3 +2.4
MDY SPDR S&P Midcap 400 ETF Trust 1.2 24 16 7.1 +3.2
IJH iShares Core S&P Mid-Cap ETF 1.2 5 35 7.3 +3.4
NUSC Nuveen ESG Small-Cap ETF 1.2 31 9 5.2 +1.3
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.9 -0.0
DIVG Invesco S&P 500 High Dividend Growers ETF 1.2 39 1 8.5 +4.6
JGLO JPMorgan Global Select Equity ETF 1.1 33 7 5.0 +1.1
DSMC Distillate Small/Mid Cash Flow ETF 1.1 55 -15 12.7 +8.8
SPHQ Invesco S&P 500 Quality ETF 1.1 15 25 5.6 +1.7
XLG Invesco S&P 500 Top 50 ETF 1.1 20 20 4.1 +0.2
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 15 7.3 +3.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.1 49 -9 4.9 +1.0
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 15 7.2 +3.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.1 3 37 7.3 +3.4
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 5.8 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.1 7 33 7.3 +3.4
FYX First Trust Small Cap Core AlphaDEX Fund 1.1 61 -21 5.7 +1.8
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.3 +1.4
VXF Vanguard Extended Market ETF 1.1 5 35 4.7 +0.8
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.7 +2.8
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.1 20 20 5.5 +1.6
SGLC SGI U.S. Large Cap Core ETF 1.1 85 -45 4.1 +0.2
FPX First Trust US Equity Opportunities ETF 1.1 61 -21 1.0 -2.9
RWJ Invesco S&P SmallCap 600 Revenue ETF 1.0 39 1 9.8 +5.9
SMLF iShares U.S. SmallCap Equity Factor ETF 1.0 15 25 6.0 +2.1
ACWV iShares MSCI Global Min Vol Factor ETF 1.0 20 20 5.9 +2.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 6.1 +2.2
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 4.4 +0.5
MOTG VanEck Morningstar Global Wide Moat ETF 1.0 52 -12 8.9 +5.0
DSI iShares MSCI KLD 400 Social ETF 1.0 25 15 4.8 +0.9
GEW Cambria Global EW ETF 1.0 29 11 0.0 -3.9
GLOF iShares Global Equity Factor ETF 1.0 20 20 6.6 +2.7
JHDV John Hancock U.S. High Dividend ETF 1.0 34 6 6.7 +2.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.9 +1.0
RNMC First Trust Mid Cap US Equity Select ETF 1.0 60 -20 7.0 +3.1
IWY iShares Russell Top 200 Growth ETF 1.0 20 20 4.5 +0.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.0 35 5 9.7 +5.8
VBR Vanguard Small Cap Value ETF 1.0 7 33 9.1 +5.2
TAX Cambria Tax Aware ETF 1.0 49 -9 6.1 +2.2
JVAL JPMorgan U.S. Value Factor ETF 1.0 12 28 7.9 +4.0
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 11.8 +7.9
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -25 8.3 +4.4
DSTL Distillate US Fundamental Stability & Value ETF 1.0 39 1 8.6 +4.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 7.3 +3.4
ROE Astoria US Quality Kings ETF 0.9 49 -9 6.9 +3.0
ROUS Hartford Multifactor US Equity ETF 0.9 19 21 7.0 +3.1
GVLU Gotham 1000 Value ETF 0.9 50 -10 8.8 +4.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 30 4.3 +0.4
SPIT F/m Emerald Special Situations ETF 0.9 105 -65 -1.0 -4.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.9 43 -3 6.1 +2.2
AUSF Global X Adaptive U.S. Factor ETF 0.9 27 13 9.1 +5.2
FELC Fidelity Enhanced Large Cap Core ETF 0.9 18 22 5.2 +1.3
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 12 9.9 +6.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 1 5.7 +1.8
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 34 9.2 +5.3
HGRO Hedgeye Quality Growth ETF 0.8 70 -30 3.3 -0.6
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -31 -1.6 -5.5
STXM Strive Mid-Cap ETF 0.8 18 22 6.4 +2.5
BELT iShares Long-Term U.S. Equity Active ETF 0.8 75 -35 3.3 -0.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.8 75 -35 4.6 +0.7
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.8 49 -9 6.9 +3.0
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 4.5 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.8 60 -20 6.9 +3.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.8 80 -40 4.5 +0.6
SVAL iShares US Small Cap Value Factor ETF 0.7 20 20 8.9 +5.0
IWN iShares Russell 2000 Value ETF 0.7 24 16 7.6 +3.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 15 5.9 +2.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -19 6.5 +2.6
VFMF Vanguard U.S. Multifactor ETF 0.7 18 22 7.7 +3.8
DIVB iShares Core Dividend ETF 0.7 5 35 8.3 +4.4
VTWV Vanguard Russell 2000 Value ETF 0.7 10 30 7.7 +3.8
SFGV Sequoia Global Value ETF 0.7 23 17 8.2 +4.3
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 25 5.5 +1.6
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.7 60 -20 10.4 +6.5
TTAC FCF US Quality ETF 0.7 59 -19 6.0 +2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 0.7 75 -35 5.6 +1.7
SUSL iShares ESG MSCI USA Leaders ETF 0.7 10 30 4.9 +1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.7 39 1 6.3 +2.4
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 5.1 +1.2
FMDE Fidelity Enhanced Mid Cap ETF 0.7 23 17 5.9 +2.0
QDEF FlexShares Quality Dividend Defensive Index Fund 0.7 37 3 6.1 +2.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 0.7 25 15 12.4 +8.5
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.7 49 -9 6.1 +2.2
QDF FlexShares Quality Dividend Index Fund 0.7 37 3 6.2 +2.3
WCEO Hypatia Women CEO ETF 0.7 85 -45 3.1 -0.8
IWC iShares Micro-Cap ETF 0.7 60 -20 -1.6 -5.5
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 7.0 +3.1
DUHP Dimensional US High Profitability ETF 0.6 21 19 6.3 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 0.6 18 22 8.6 +4.7
EBI Longview Advantage ETF 0.6 35 5 6.6 +2.7
IOO iShares Global 100 ETF 0.6 41 -1 4.5 +0.6
AVUQ Avantis U.S. Quality ETF 0.6 15 25 4.4 +0.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.6 19 21 6.3 +2.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.6 15 25 8.7 +4.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.6 10 30 8.8 +4.9
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 8.2 +4.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 7.6 +3.7
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.6 60 -20 -0.9 -4.8
SMMD iShares Russell 2500 ETF 0.6 15 25 6.8 +2.9
YNOT Horizon Digital Frontier ETF 0.5 75 -35 3.1 -0.8
DEW WisdomTree Global High Dividend Fund 0.5 58 -18 8.2 +4.3
QLV FlexShares US Quality Low Volatility Index Fund 0.5 22 18 5.7 +1.8
FFTY Innovator IBD 50 ETF 0.5 80 -40 -2.6 -6.5
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.5 55 -15 4.2 +0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.5 15 25 8.2 +4.3
EZM WisdomTree U.S. MidCap Fund 0.5 38 2 8.6 +4.7
GOP Unusual Whales Subversive Republican Trading ETF 0.5 50 -10 5.4 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.5 18 22 5.8 +1.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.5 73 -33 11.7 +7.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.5 38 2 10.0 +6.1
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 2 9.1 +5.2
ISMD Inspire Small/Mid Cap ETF 0.4 54 -14 5.5 +1.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.4 25 15 8.9 +5.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -39 6.1 +2.2
ROSC Hartford Multifactor Small Cap ETF 0.4 34 6 9.0 +5.1
FNK First Trust Mid Cap Value AlphaDEX Fund 0.4 70 -30 10.8 +6.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.4 39 1 9.7 +5.8
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 1.1 -2.8
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 -5 8.3 +4.4
INRO iShares U.S. Industry Rotation Active ETF 0.4 42 -2 4.4 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 9.3 +5.4
HAPS Harbor Human Capital Factor US Small Cap ETF 0.4 60 -20 3.8 -0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.4 15 25 8.0 +4.1
AIQ Global X Artificial Intelligence & Technology ETF 0.4 68 -28 3.7 -0.2
JPSV JPMorgan Active Small Cap Value ETF 0.4 74 -34 8.4 +4.5
RPV Invesco S&P 500 Pure Value ETF 0.3 35 5 10.2 +6.3
AVLV Avantis U.S. Large Cap Value ETF 0.3 15 25 7.8 +3.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.3 25 15 8.9 +5.0
IBRN iShares Neuroscience and Healthcare ETF 0.2 47 -7 0.0 -3.9
XSMO Invesco S&P SmallCap Momentum ETF 0.2 39 1 4.4 +0.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 10 8.2 +4.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 40 0 7.8 +3.9
FSGS First Trust SMID Growth Strength ETF 0.2 60 -20 5.2 +1.3
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2 60 -20 7.1 +3.2
OSCV Opus Small Cap Value ETF 0.2 79 -39 7.2 +3.3
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.2 70 -30 4.9 +1.0
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 9.9 +6.0
TMAT Main Thematic Innovation ETF 0.2 164 -124 -1.5 -5.4
VEGN US Vegan Climate ETF 0.2 60 -20 4.5 +0.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 9.9 +6.0
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 5.5 +1.6
PKW Invesco Buyback Achievers ETF 0.2 62 -22 8.1 +4.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -3.6
ISRA VanEck Israel ETF 0.1 59 -19 6.9 +3.0
ITEQ BlueStar Israel Technology ETF 0.1 75 -35 1.7 -2.2
DTAN Sparkline International Intangible Value ETF 0.1 55 -15 8.0 +4.1
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 4.7 +0.8
TXS Texas Capital Texas Equity Index ETF 0.1 49 -9 6.0 +2.1
TEXN iShares Texas Equity ETF 0.1 20 20 6.2 +2.3
IBB iShares Biotechnology ETF 0.1 45 -5 -0.1 -4.0
VLUE iShares MSCI USA Value Factor ETF 0.1 15 25 8.9 +5.0
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 8.6 +4.7
ARKG ARK Genomic Revolution ETF 0.1 75 -35 0.0 -3.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.1 20 20 10.2 +6.3
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.6 -2.3
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 9.1 +5.2
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 15 9.8 +5.9

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares U.S. Medical Devices ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.7 %
Divided by: Fwd. P/BV 3.7 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		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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