iShares U.S. Medical Devices ETF
ALTAR
Score™
4.5% info Recommen-
dation
UNDERWEIGHT
2022E    2023E
P/E
ratio
25.0x P/Sales
ratio
4.6x
P/BV
ratio
3.7x 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) $6,459
Currency USD
Expense ratio 41 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 65
Wgt avg mkt cap (mns) $110,064
Large cap (>$10bn) 90.7%
Mid cap ($2-10bn) 7.1%
Small cap (<$2bn) 2.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
THERMO FISHER SCIENTIFIC INC 17.5 %
ABBOTT LABORATORIES 16.1 %
MEDTRONIC PLC 10.5 %
BECTON DICKINSON AND CO 4.8 %
BOSTON SCIENTIFIC CORP 4.7 %
EDWARDS LIFESCIENCES CORP 4.5 %
STRYKER CORP 4.2 %
INTUITIVE SURGICAL INC 3.8 %
BAXTER INTERNATIONAL INC 3.4 %
RESMED INC 3.0 %
Total 72.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.6 %
IRELAND 12.0 %
BRITAIN 0.9 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-23.3% -15.9% 13.0% 17.0% 12.7%

Market Correlations
versus... Beta R-squared
S&P500 0.86 73%
MSCI EAFE 0.72 51%
MSCI Emg. Mkts. 0.62 40%

Technical Indicators
Recent close $50.44
30d moving avg. $51.81
Annualized volatility 18.8%
Short interest (ETF) 2.0%
Short interest (Underlying) 1.6%
Relative strength (RSI) 46

Liquidity measures
Avg. volume (thou.) 1,347
Turnover 1.1%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $5,989

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 598 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: 41 bp ALTAR Score™: 4.5%


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
(%)
IEHS iShares Evolved U.S. Healthcare Staples ETF 38.7 18 23 6.2 +1.8
MDEV First Trust Indxx Medical Devices ETF 36.2 70 -29 3.7 -0.8
XHE SPDR S&P Health Care Equipment ETF 32.1 35 6 -1.5 -5.9
RYH Invesco S&P 500 Equal Weight Health Care ETF 27.2 40 1 7.4 +2.9
IYH iShares U.S. Healthcare ETF 22.7 43 -2 7.0 +2.5
XLV Health Care Select Sector SPDR Fund 22.6 10 31 7.9 +3.5
JHMH John Hancock Multifactor Healthcare ETF 21.8 40 1 7.1 +2.7
FHLC Fidelity MSCI Health Care Index ETF 21.6 8 33 6.3 +1.8
VHT Vanguard Health Care Index Fund 21.2 10 31 6.3 +1.9
PINK Simplify Health Care ETF 20.0 50 -9 4.9 +0.4
HTEC ROBO Global Healthcare Technology & Innovation ETF 19.3 68 -27 0.5 -4.0
AGNG Global X Aging Population ETF 19.3 50 -9 3.9 -0.5
BMED BlackRock Future Health ETF 18.1 85 -44 2.1 -2.4
FXH First Trust Health Care AlphaDEX Fund 18.0 61 -20 7.5 +3.0
GDOC Goldman Sachs Future Health Care Equity ETF 17.6 75 -34 1.8 -2.6
IXJ iShares Global Healthcare ETF 16.2 43 -2 6.9 +2.4
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 16.1 65 -24 0.1 -4.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 14.4 60 -19 6.5 +2.0
FDHT Fidelity Digital Health ETF 12.8 39 2 0.2 -4.2
SXQG 6 Meridian Quality Growth ETF 12.1 100 -59 5.7 +1.2
GGRW Gabelli Growth Innovators ETF 11.9 90 -49 3.6 -0.9
PTH Invesco DWA Healthcare Momentum ETF 11.5 60 -19 2.3 -2.2
CWS AdvisorShares Focused Equity ETF 11.5 66 -25 6.2 +1.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 10.7 38 3 7.2 +2.7
VIRS Pacer BioThreat Strategy ETF 10.4 70 -29 7.6 +3.1
IQM Franklin Intelligent Machines ETF 9.9 50 -9 4.0 -0.4
ANEW ProShares MSCI Transformational Changes ETF 9.1 45 -4 4.3 -0.1
HART IQ Healthy Hearts ETF 8.9 45 -4 5.5 +1.0
FLV American Century Focused Large Cap Value ETF 8.8 42 -1 7.4 +2.9
HELX Franklin Genomic Advancements ETF 8.3 50 -9 4.3 -0.1
AILV Alpha Intelligent - Large Cap Value ETF 8.1 85 -44 6.5 +2.1
MBCC Monarch Blue Chips Core ETF 8.1 125 -84 4.1 -0.4
BIBL Inspire ETF 7.7 35 6 6.0 +1.5
LRGE ClearBridge Large Cap Growth ESG ETF 7.5 59 -18 4.5 +0.1
BKUS BNY Mellon Sustainable US Equity ETF 7.2 60 -19 5.5 +1.1
AILG Alpha Intelligent - Large Cap Growth ETF 7.0 85 -44 4.3 -0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 6.9 30 11 1.9 -2.5
JMIN JPMorgan U.S. Minimum Volatility ETF 6.7 12 29 6.3 +1.8
HLAL Wahed FTSE USA Shariah ETF 6.5 50 -9 5.9 +1.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 6.5 49 -8 6.9 +2.5
MMLG First Trust Multi-Manager Large Growth ETF 6.4 85 -44 2.9 -1.6
HVAL ALPS Hillman Active Value ETF 6.2 55 -14 7.9 +3.4
NZRO Strategy Shares Halt Climate Change ETF 6.2 95 -54 1.9 -2.5
JOET Virtus Terranova US Quality Momentum ETF 6.2 29 12 6.9 +2.5
LVOL American Century Low Volatility ETF 6.1 29 12 6.3 +1.8
CATH Global X S&P 500 Catholic Values Custom ETF 6.0 29 12 6.2 +1.8
CGDV Capital Group Dividend Value ETF 6.0 33 8 6.7 +2.2
FTCS First Trust Capital Strength ETF 5.8 56 -15 7.0 +2.5
DFUV Dimensional US Marketwide Value ETF 5.8 0 41 0.0 -4.5
DTEC ALPS Disruptive Technologies ETF 5.8 50 -9 4.3 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 5.8 49 -8 5.7 +1.3
DWEQ AdvisorShares Dorsey Wright Alpha Equal Weight ETF 5.5 96 -55 4.2 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 5.5 6 35 4.9 +0.5
IWP iShares Russell Mid-Cap Growth ETF 5.5 23 18 4.7 +0.3
PJP Invesco Dynamic Pharmaceuticals ETF 5.3 58 -17 8.5 +4.1
RBUS Nationwide Risk-Based U.S. Equity ETF 5.1 30 11 6.0 +1.6
SPMV Invesco S&P 500 Minimum Variance ETF 5.0 10 31 5.9 +1.4
VFLQ Vanguard U.S. Liquidity Factor ETF 5.0 13 28 2.0 -2.4
IWX iShares Russell Top 200 Value ETF 5.0 20 21 7.6 +3.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 4.9 60 -19 5.9 +1.4
CZA Invesco Zacks Mid-Cap ETF 4.9 69 -28 6.7 +2.3
SPGP Invesco S&P 500 GARP ETF 4.9 36 5 8.7 +4.3
MOAT VanEck Morningstar Wide Moat ETF 4.8 47 -6 7.0 +2.5
DEF Invesco Defensive Equity ETF 4.8 53 -12 6.4 +1.9
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 4.8 50 -9 3.5 -1.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.7 35 6 6.5 +2.1
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 4.6 75 -34 6.1 +1.6
VOT Vanguard Mid-Cap Growth Index Fund 4.6 7 34 4.5 +0.0
AQGX AI Quality Growth ETF 4.6 97 -56 5.3 +0.8
LGBT LGBTQ + ESG100 ETF 4.5 75 -34 0.0 -4.5
SPXT ProShares S&P 500 Ex-Technology ETF 4.5 27 14 6.6 +2.1
MXDU Nationwide Maximum Diversification US Core Equity ETF 4.4 34 7 5.7 +1.2
TMDV ProShares Russell US Dividend Growers ETF 4.4 36 5 6.3 +1.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 4.4 10 31 5.9 +1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 4.4 20 21 8.0 +3.5
XOUT GraniteShares XOUT U.S. Large Cap ETF 4.3 60 -19 5.8 +1.4
ADME Aptus Drawdown Managed Equity ETF 4.3 79 -38 5.3 +0.8
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 4.3 12 29 6.8 +2.4
TPLC Timothy Plan US Large Cap Core ETF 4.3 52 -11 6.4 +2.0
TMFG Motley Fool Global Opportunities ETF 4.3 85 -44 4.5 +0.0
KRMA Global X Conscious Companies ETF 4.2 43 -2 6.7 +2.3
LEAD Siren DIVCON Leaders Dividend ETF 4.2 43 -2 8.5 +4.1
EDOC Global X Telemedicine & Digital Health ETF 4.2 68 -27 -2.4 -6.9
PZLD Puzzle Divdend Leaders 4.1 10 31 7.1 +2.7
KOMP SPDR Kensho New Economies Composite ETF 4.1 20 21 1.3 -3.1
VIG Vanguard Dividend Appreciation Index Fund 4.1 6 35 6.7 +2.3
PSET Principal Price Setters Index ETF 4.1 15 26 7.2 +2.7
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.1 30 11 7.8 +3.3
ISCG iShares Morningstar Small-Cap Growth ETF 4.1 6 35 1.6 -2.9
FTC First Trust Large Cap Growth AlphaDEX Fund 4.1 60 -19 5.8 +1.3
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 4.0 35 6 7.0 +2.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 4.0 35 6 7.0 +2.6
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 4.0 20 21 7.1 +2.6
MDCP VictoryShares THB Mid Cap ESG ETF 4.0 55 -14 6.5 +2.0
MAGA Point Bridge GOP Stock Tracker ETF 4.0 72 -31 6.2 +1.8
ECOZ TrueMark ESG Active Opportunities ETF 4.0 58 -17 5.3 +0.9
XDNA Strategic CRISPR & Gene Editing Technology ETF 4.0 78 -37 -4.3 -8.8
SDEP SFP Core Equity Strategy 4.0 0 41 7.2 +2.8
HLGE Hartford Longevity Economy ETF 4.0 44 -3 8.8 +4.3
ESG FlexShares STOXX US ESG Impact Index Fund 4.0 32 9 6.4 +1.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.0 15 26 4.4 -0.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.9 9 32 6.8 +2.3
VSL Volshares Large Capital ETF 3.9 65 -24 5.9 +1.4
BTEC Principal Healthcare Innovators Index ETF 3.9 42 -1 -6.2 -10.6
RNLC Large Cap US Equity Select ETF 3.8 60 -19 7.5 +3.1
NACP Impact Shares NAACP Minority Empowerment ETF 3.8 49 -8 6.4 +2.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.8 27 14 6.1 +1.7
IWD iShares Russell 1000 Value ETF 3.8 19 22 7.6 +3.1
VONV Vanguard Russell 1000 Value Index Fund 3.8 8 33 7.7 +3.3
ILCG iShares Morningstar Growth ETF 3.8 4 37 4.9 +0.4
IWO iShares Russell 2000 Growth ETF 3.8 24 17 1.1 -3.4
VTWG Vanguard Russell 2000 Growth Index Fund 3.8 15 26 0.8 -3.7
BOTZ Global X Robotics & Artificial Intelligence ETF 3.8 68 -27 3.3 -1.2
CACG ClearBridge All Cap Growth ETF 3.7 53 -12 4.6 +0.1
XVV iShares ESG Screened S&P 500 ETF 3.7 8 33 6.5 +2.0
VBK Vanguard Small-Cap Growth Index Fund 3.7 7 34 2.6 -1.8
ESGV Vanguard ESG U.S. Stock ETF 3.7 9 32 6.4 +2.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 16 6.0 +1.5
SXUS Janus Henderson International Sustainable Equity ETF 3.6 60 -19 4.4 -0.0
FDLO Fidelity Low Volatility Factor ETF 3.6 29 12 5.8 +1.3
RSP Invesco S&P 500 Equal Weight ETF 3.6 20 21 6.9 +2.4
FLLV Franklin Liberty U.S. Low Volatility ETF 3.6 29 12 6.3 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 3.6 4 37 5.0 +0.5
VSDA VictoryShares Dividend Accelerator ETF 3.6 35 6 7.0 +2.5
CGGR Capital Group Growth ETF 3.6 39 2 5.1 +0.6
SUSA iShares MSCI USA ESG Select ETF 3.6 25 16 6.3 +1.9
VUG Vanguard Growth Index Fund 3.5 4 37 5.3 +0.8
IUSA Amberwave Invest USA JSG Fund 3.5 67 -26 6.8 +2.3
QVML Invesco S&P 500 QVM Multi-factor ETF 3.5 11 30 6.9 +2.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 3.5 10 31 6.0 +1.6
SPXE ProShares S&P 500 Ex-Energy ETF 3.5 27 14 6.4 +1.9
EUSA iShares MSCI USA Equal Weighted ETF 3.4 9 32 6.6 +2.1
EFIV SPDR S&P 500 ESG ETF 3.4 10 31 6.6 +2.1
IUSG iShares Core S&P US Growth ETF 3.4 4 37 6.2 +1.7
IVW iShares S&P 500 Growth ETF 3.4 18 23 6.0 +1.5
SIZE iShares MSCI USA Size Factor ETF 3.4 15 26 6.8 +2.4
SNPE Xtrackers S&P 500 ESG ETF 3.4 10 31 6.6 +2.2
XYLD Global X S&P 500 Covered Call ETF 3.4 60 -19 5.6 +1.2
SPYG SPDR Portfolio S&P 500 Growth ETF 3.4 4 37 6.1 +1.7
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 3.4 20 21 6.4 +1.9
ACVF American Conservative Values ETF 3.4 75 -34 5.6 +1.2
TYNE Direxion Nanotechnology ETF 3.4 65 -24 -72.3 -76.7
MGV Vanguard Mega Cap Value ETF 3.4 7 34 7.9 +3.4
TMFX Motley Fool Next Index ETF 3.4 50 -9 4.0 -0.5
LGLV SPDR Russell 1000 Low Volatility ETF 3.4 12 29 5.7 +1.3
ZECP Zacks Earnings Consistent Portfolio ETF 3.4 55 -14 6.3 +1.9
XRMI Global X S&P 500 Risk Managed Income ETF 3.4 60 -19 5.6 +1.2
IJK iShares S&P Mid-Cap 400 Growth ETF 3.4 17 24 7.4 +3.0
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.4 15 26 7.5 +3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.4 15 26 7.4 +3.0
XYLG Global X S&P 500 Covered Call & Growth ETF 3.4 60 -19 5.8 +1.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 3.4 75 -34 8.2 +3.7
PEXL Pacer US Export Leaders ETF 3.3 60 -19 7.0 +2.6
FDG American Century Focused Dynamic Growth ETF 3.3 45 -4 3.3 -1.2
SPY SPDR S&P 500 ETF Trust 3.3 9 32 6.4 +2.0
IVV iShares Core S&P 500 ETF 3.3 3 38 6.5 +2.1
VOOG Vanguard S&P 500 Growth ETF 3.3 10 31 6.1 +1.6
PBP Invesco S&P 500 BuyWrite ETF 3.3 49 -8 5.7 +1.2
IWL iShares Russell Top 200 ETF 3.3 15 26 6.3 +1.8
SPLG SPDR Portfolio S&P 500 ETF 3.3 3 38 6.5 +2.1
VOTE Engine No. 1 Transform 500 ETF 3.3 5 36 6.3 +1.9
JMOM JPMorgan U.S. Momentum Factor ETF 3.3 12 29 6.4 +1.9
RPG Invesco S&P 500 Pure Growth ETF 3.3 35 6 7.5 +3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 3.3 63 -22 5.1 +0.7
XCLR Global X S&P 500 Collar 95-110 ETF 3.3 60 -19 5.4 +1.0
NULG Nuveen ESG Large-Cap Growth ETF 3.2 25 16 5.2 +0.8
XTR Global X S&P 500 Tail Risk ETF 3.2 60 -19 5.7 +1.3
BKLC BNY Mellon US Large Cap Core Equity ETF 3.2 0 41 6.4 +1.9
QQQN VictoryShares Nasdaq Next 50 ETF 3.2 18 23 6.7 +2.3
MGC Vanguard Mega Cap Index Fund 3.2 7 34 6.3 +1.9
VOO VANGUARD S&P 500 ETF 3.2 3 38 6.5 +2.1
DFUS Dimensional U.S. Equity ETF 3.2 11 30 6.5 +2.0
XVOL Acruence Active Hedge U.S. Equity ETF 3.2 83 -42 5.7 +1.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.2 55 -14 4.8 +0.3
IBB iShares NASDAQ Biotechnology ETF 3.2 45 -4 0.1 -4.3
SPHQ Invesco S&P 500 Quality ETF 3.2 15 26 7.6 +3.1
PWB Invesco Dynamic Large Cap Growth ETF 3.2 56 -15 5.0 +0.6
PBUS Invesco PureBeta MSCI USA ETF 3.2 4 37 6.4 +1.9
VV Vanguard Large-Cap Index Fund 3.2 4 37 6.3 +1.9
REVS Columbia Research Enhanced Value ETF 3.2 19 22 8.9 +4.4
VOOV Vanguard S&P 500 Value ETF 3.2 10 31 7.2 +2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.2 7 34 6.3 +1.9
SFY SoFi Select 500 ETF 3.2 0 41 6.4 +1.9
IVE iShares S&P 500 Value ETF 3.2 18 23 7.2 +2.7
IQSU IQ Candriam ESG US Equity ETF 3.2 9 32 6.4 +1.9
RESP WisdomTree US ESG Fund of Benef Interest 3.2 28 13 7.9 +3.4
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 3.2 69 -28 6.9 +2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 3.2 2 39 6.4 +2.0
SCHX Schwab U.S. Large-Cap ETF 3.2 3 38 6.4 +1.9
SPTM SPDR Portfolio Total Stock Market ETF 3.2 3 38 6.6 +2.2
SPYV SPDR Portfolio S&P 500 Value ETF 3.2 4 37 7.3 +2.9
DFND Siren DIVCON Dividend Defender ETF 3.2 150 -109 6.7 +2.2
ILCB iShares Morningstar U.S. Equity ETF 3.2 3 38 6.4 +1.9
BLES Inspire Global Hope Large Cap ETF 3.2 52 -11 6.4 +1.9
PFM Invesco Dividend Achievers ETF 3.2 53 -12 6.6 +2.1
SCHK Schwab 1000 Index ETF 3.2 5 36 6.4 +1.9
IWB iShares Russell 1000 ETF 3.2 15 26 6.3 +1.9
IYY iShares Dow Jones U.S. ETF 3.1 20 21 6.2 +1.7
JAVA JPMorgan Active Value ETF 3.1 44 -3 7.1 +2.7
TMFM Motley Fool Mid-Cap Growth ETF 3.1 85 -44 4.6 +0.1
OUSA O'Shares FTSE US Quality Dividend ETF 3.1 48 -7 7.3 +2.9
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.1 15 26 6.3 +1.8
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.1 20 21 6.3 +1.9
MGK Vanguard Mega Cap Growth ETF 3.1 7 34 5.5 +1.1
VONE Vanguard Russell 1000 ETF 3.1 8 33 6.4 +2.0
IWV iShares Russell 3000 ETF 3.1 20 21 6.1 +1.7
IUSV iShares Core S&P U.S. Value ETF 3.1 4 37 7.4 +2.9
VO Vanguard Mid-Cap Index Fund 3.1 4 37 6.2 +1.8
SCHB Schwab U.S. Broad Market ETF 3.1 3 38 6.3 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.1 3 38 6.2 +1.7
HKND Humankind US Stock ETF 3.1 11 30 7.8 +3.4
LSLT Salt Low truBeta US Market ETF 3.0 60 -19 0.0 -4.5
ETHO Etho Climate Leadership U.S. ETF 3.0 48 -7 5.0 +0.6
VTHR Vanguard Russell 3000 Index Fund 3.0 10 31 6.1 +1.6
QGRO American Century STOXX U.S. Quality Growth ETF 3.0 29 12 8.5 +4.0
EQWL Invesco Russell Top 200 Equal Weight ETF 3.0 25 16 7.6 +3.1
VTI Vanguard Total Stock Market Index Fund 3.0 3 38 5.9 +1.4
WDNA WisdomTree BioRevolution Fund 3.0 45 -4 -4.1 -8.5
JHML John Hancock Multifactor Large Cap ETF 3.0 29 12 6.8 +2.3
PAWZ ProShares Pet Care ETF 3.0 50 -9 3.6 -0.9
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 31 6.3 +1.8
XLG Invesco S&P 500 Top 50 ETF 3.0 20 21 5.8 +1.4
PDP Invesco DWA Momentum ETF 3.0 62 -21 5.7 +1.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3.0 9 32 6.8 +2.4
IVDG Invesco Focused Discovery Growth ETF 3.0 59 -18 5.0 +0.5
IVSG Invesco Select Growth ETF 3.0 48 -7 5.3 +0.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.0 24 17 8.4 +4.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.9 58 -17 5.9 +1.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 2.9 30 11 10.5 +6.0
ESGU iShares MSCI USA ESG Optimized ETF 2.9 15 26 6.3 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 -24 7.4 +2.9
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 2.9 17 24 6.7 +2.2
MOO VanEck Agribusiness ETF 2.9 56 -15 6.6 +2.1
LCG Sterling Capital Focus Equity ETF 2.9 59 -18 5.5 +1.0
PZLG Puzzle Mature Growth 2.9 10 31 4.9 +0.5
FIW First Trust Water ETF 2.9 54 -13 4.3 -0.1
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.9 29 12 8.5 +4.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.9 15 26 6.5 +2.0
IMCB iShares Morningstar Mid-Cap ETF 2.9 4 37 6.6 +2.2
SCHV Schwab U.S. Large-Cap Value ETF 2.9 4 37 7.7 +3.3
VTV Vanguard Value Index Fund 2.9 4 37 7.9 +3.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 37 6.7 +2.2
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 2.9 35 6 7.5 +3.1
LRND IQ U.S. Large Cap R&D Leaders ETF 2.8 14 27 8.0 +3.5
CGUS Capital Group Core Equity ETF 2.8 33 8 6.5 +2.1
SUSL iShares ESG MSCI USA Leaders ETF 2.8 10 31 6.4 +1.9
CLRG IQ Chaikin U.S. Large Cap ETF 2.8 25 16 6.7 +2.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.8 10 31 6.4 +2.0
SNSR Global X Internet of Things Thematic ETF 2.8 68 -27 5.7 +1.2
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 2.8 58 -17 4.1 -0.3
AVDG AVDR US LargeCap ESG ETF 2.8 60 -19 6.1 +1.7
ROUS Hartford Multifactor US Equity ETF 2.8 19 22 7.9 +3.4
SPHB Invesco S&P 500 High Beta ETF 2.8 25 16 4.7 +0.2
DGRO iShares Core Dividend Growth ETF 2.8 8 33 7.8 +3.3
IWR iShares Russell Midcap ETF 2.8 19 22 6.5 +2.1
MOTE VanEck Morningstar ESG Moat ETF 2.7 49 -8 6.4 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 2.7 25 16 5.9 +1.4
ILCV iShares Morningstar Value ETF 2.7 4 37 7.7 +3.3
ALTL Pacer Lunt Large Cap Alternator ETF 2.7 60 -19 5.5 +1.1
INNO Harbor Disruptive Innovation ETF 2.7 75 -34 -3.7 -8.1
JHMM John Hancock Multifactor Mid Cap ETF 2.7 41 0 7.4 +2.9
YPS Arrow Reverse Cap 500 ETF 2.7 29 12 6.8 +2.3
RECS Columbia Research Enhanced Core ETF 2.7 15 26 7.6 +3.2
WOMN Impact Shares YWCA Women's Empowerment ETF 2.6 75 -34 6.5 +2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.6 14 27 6.4 +2.0
VFQY Vanguard U.S. Quality Factor ETF 2.6 13 28 8.8 +4.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.6 12 29 6.0 +1.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 4 7.3 +2.9
ENTR Entrepreneur 30 Fund 2.6 49 -8 5.8 +1.4
NULV Nuveen ESG Large-Cap Value ETF 2.6 25 16 8.0 +3.5
EWMC Invesco S&P MidCap 400 Equal Weight ETF 2.5 40 1 7.9 +3.4
SDGA Impact Shares Sustainable Development Goals Global ETF 2.5 75 -34 7.2 +2.8
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 2.5 25 16 8.9 +4.4
DFAU Dimensional US Core Equity Market ETF 2.5 12 29 6.7 +2.2
VDNI V-Shares US Leadership Diversity ETF 2.5 29 12 6.7 +2.2
ABEQ Absolute Core Strategy ETF 2.5 85 -44 4.9 +0.5
IWF iShares Russell 1000 Growth ETF 2.5 19 22 5.9 +1.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.5 20 21 5.4 +1.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 2.5 12 29 6.3 +1.8
FSMD Fidelity Small-Mid Factor ETF 2.4 29 12 9.2 +4.8
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.4 15 26 6.3 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.4 12 29 8.4 +4.0
OEF iShares S&P 100 ETF 2.4 20 21 6.2 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.4 95 -54 2.6 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 2.4 23 18 8.0 +3.6
GERM ETFMG Treatments Testing and Advancements ETF 2.4 68 -27 -10.5 -15.0
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.4 25 16 6.9 +2.5
IJH iShares Core S&P Mid-Cap ETF 2.4 5 36 8.2 +3.8
IVOO Vanguard S&P Mid-Cap 400 ETF 2.4 10 31 8.2 +3.7
VONG Vanguard Russell 1000 Growth Index Fund 2.4 8 33 6.0 +1.6
SPMD SPDR Portfolio Mid Cap ETF 2.4 5 36 8.2 +3.8
LRGF iShares Edge MSCI Multifactor USA ETF 2.4 20 21 9.0 +4.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.3 59 -18 8.4 +4.0
TOK iShares MSCI Kokusai ETF 2.3 25 16 6.5 +2.1
KOKU Xtrackers MSCI Kokusai Equity ETF 2.3 9 32 6.6 +2.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 2.3 18 23 8.2 +3.8
CGGO Capital Group Global Growth Equity ETF 2.3 47 -6 4.7 +0.2
USMV iShares Edge MSCI Min Vol USA ETF 2.3 15 26 6.0 +1.6
DBLV AdvisorShares DoubleLine Value Equity ETF 2.3 91 -50 6.9 +2.5
SMDY Syntax Stratified MidCap ETF 2.3 35 6 7.3 +2.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 2.3 42 -1 6.5 +2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.3 50 -9 6.2 +1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.3 35 6 6.1 +1.7
YLDE ClearBridge Dividend Strategy ESG ETF 2.3 60 -19 6.3 +1.8
ACIO Aptus Collared Income Opportunity ETF 2.3 79 -38 5.5 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -29 5.0 +0.6
LYFE 2nd Vote Life Neutral Plus ETF 2.3 75 -34 8.1 +3.7
QUS SPDR MSCI USA StrategicFactors ETF 2.2 15 26 6.8 +2.4
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.2 45 -4 6.3 +1.8
DIVS SmartETFs Dividend Builder ETF 2.2 65 -24 6.2 +1.8
ROBO Robo Global Robotics & Automation Index ETF 2.2 95 -54 3.8 -0.6
URTH iShares MSCI World ETF 2.2 24 17 6.5 +2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.2 24 17 8.9 +4.5
ALFA AlphaClone Alternative Alpha ETF 2.2 65 -24 5.3 +0.9
BKSE BNY Mellon US Small Cap Core Equity ETF 2.1 4 37 6.3 +1.9
KONG Formidable Fortress ETF 2.1 89 -48 6.2 +1.7
EGIS 2nd Vote Society Defended ETF 2.1 75 -34 7.5 +3.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.1 75 -34 7.8 +3.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.1 30 11 7.4 +3.0
EPS WisdomTree U.S. Earnings 500 Fund 2.1 8 33 8.0 +3.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.1 70 -29 5.8 +1.4
FMIL Fidelity New Millennium ETF 2.1 59 -18 7.3 +2.8
ITAN Sparkline Intangible Value ETF 2.1 50 -9 7.7 +3.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.1 20 21 6.9 +2.4
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.1 17 24 5.9 +1.5
SCHM Schwab U.S. Mid-Cap ETF 2.1 4 37 7.1 +2.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 2.1 20 21 7.7 +3.2
SIXL 6 Meridian Low Beta Equity Strategy ETF 2.1 88 -47 6.1 +1.7
IWM iShares Russell 2000 ETF 2.1 19 22 3.8 -0.6
PSC Principal U.S. Small Cap Index ETF 2.0 38 3 8.0 +3.5
AVDR AVDR US LargeCap Leading ETF 2.0 60 -19 6.6 +2.1
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -11 6.9 +2.4
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.0 85 -44 5.8 +1.3
VTWO Vanguard Russell 2000 Index Fund 2.0 10 31 1.7 -2.8
EVX VanEck Environmental Services ETF 2.0 55 -14 3.7 -0.8
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 28 6.2 +1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.0 7 34 6.1 +1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 2.0 20 21 6.7 +2.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 2.0 39 2 4.7 +0.2
ISCB iShares Morningstar Small-Cap ETF 2.0 4 37 5.5 +1.1
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 2.0 17 24 8.2 +3.7
PIO Invesco Global Water ETF 2.0 75 -34 5.1 +0.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 2.0 96 -55 4.9 +0.5
PHO Invesco Water Resources ETF 2.0 60 -19 4.2 -0.2
THCX The Cannabis ETF 2.0 75 -34 -41.6 -46.0
SCHA Schwab U.S. Small-Cap ETF 2.0 4 37 5.9 +1.5
SDY SPDR S&P Dividend ETF 2.0 35 6 6.9 +2.4
IUS Invesco Strategic US ETF 2.0 19 22 7.5 +3.1
HEET Hartford Schroders ESG US Equity ETF 2.0 39 2 7.2 +2.8
ACWI iShares MSCI ACWI ETF 2.0 32 9 6.7 +2.2
PBSM Invesco PureBeta MSCI USA Small Cap ETF 1.9 6 35 6.1 +1.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 1.9 18 23 6.3 +1.9
AVUS Avantis U.S. Equity ETF 1.9 15 26 7.5 +3.1
BFIT Global X Health & Wellness ETF 1.9 50 -9 6.2 +1.7
PWC Invesco Dynamic Market ETF 1.9 60 -19 6.9 +2.5
SFYX Sofi Next 500 ETF 1.9 0 41 6.3 +1.8
USMF WisdomTree U.S. Multifactor Fund 1.9 28 13 9.3 +4.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 19 22 7.3 +2.8
TTAC TrimTabs US Free Cash Flow Quality ETF 1.9 59 -18 7.3 +2.9
IWY iShares Russell Top 200 Growth ETF 1.9 20 21 6.2 +1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.9 9 32 6.6 +2.1
IEIH iShares Evolved U.S. Innovative Healthcare ETF 1.9 18 23 4.8 +0.3
DURA VanEck Morningstar Durable Dividend ETF 1.9 29 12 7.7 +3.3
SAGP Strategas Global Policy Opportunities ETF 1.8 65 -24 7.5 +3.1
MRND IQ U.S. Mid Cap R&D Leaders ETF 1.8 16 25 3.2 -1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 1.8 15 26 8.1 +3.7
JQUA JPMorgan U.S. Quality Factor ETF 1.8 12 29 7.0 +2.6
VOE Vanguard Mid-Cap Value Index Fund 1.8 7 34 7.7 +3.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.8 15 26 14.6 +10.1
ZIG The Acquirers Fund 1.8 89 -48 13.9 +9.5
APXH Apex Healthcare ETF 1.8 90 -49 8.7 +4.2
FDWM Fidelity Women's Leadership ETF 1.8 59 -18 6.5 +2.0
CTRU ARK Transparency ETF 1.8 55 -14 3.0 -1.5
VT Vanguard Total World Stock ETF 1.8 8 33 6.8 +2.4
VXF Vanguard Extended Market Index Fund 1.8 6 35 2.7 -1.8
GK AdvisorShares Gerber Kawasaki ETF 1.8 81 -40 4.9 +0.4
ACWF iShares MSCI Global Multifactor ETF 1.8 35 6 10.2 +5.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.8 15 26 8.6 +4.2
VLU SPDR S&P 1500 Value Tilt ETF 1.8 12 29 8.6 +4.1
MBOX Freedom Day Dividend ETF 1.8 39 2 8.6 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 1.8 39 2 7.9 +3.5
DFAS Dimensional U.S. Small Cap ETF 1.8 34 7 7.2 +2.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.7 9 32 5.4 +0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.7 20 21 7.4 +2.9
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 1.7 35 6 8.4 +3.9
RAFE PIMCO RAFI ESG U.S. ETF 1.7 30 11 8.8 +4.4
DGT SPDR Global Dow ETF 1.7 50 -9 8.5 +4.0
JEPI JPMorgan Equity Premium Income ETF 1.7 35 6 5.7 +1.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 1.7 15 26 8.7 +4.2
BFOR Barron's 400 ETF 1.7 70 -29 9.7 +5.2
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.7 5 36 8.3 +3.8
IJR iShares Core S&P Small Cap ETF 1.7 6 35 8.2 +3.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.7 10 31 8.2 +3.8
SLY SPDR S&P 600 Small Cap ETF 1.7 15 26 8.1 +3.7
PSCH Invesco S&P SmallCap Health Care ETF 1.7 29 12 4.3 -0.1
VB Vanguard Small-Cap ETF 1.7 5 36 6.6 +2.2
IUSS Invesco Strategic US Small Company ETF 1.7 23 18 6.8 +2.3
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -48 6.9 +2.4
NUSC Nuveen ESG Small-Cap ETF 1.7 30 11 6.2 +1.8
GSPY Gotham Enhanced 500 ETF 1.7 50 -9 6.8 +2.3
SSPY Syntax Stratified LargeCap ETF 1.7 30 11 7.0 +2.5
RNDV US Equity Dividend Select ETF 1.7 50 -9 9.0 +4.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.7 20 21 8.8 +4.4
DSI iShares MSCI KLD 400 Social ETF 1.7 25 16 6.4 +1.9
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.7 15 26 8.9 +4.5
NULC Nuveen ESG Large-Cap ETF 1.6 20 21 6.6 +2.1
NUMV Nuveen ESG Mid-Cap Value ETF 1.6 30 11 8.6 +4.2
FTHI First Trust High Income ETF 1.6 85 -44 4.3 -0.1
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.6 25 16 7.9 +3.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.6 12 29 8.0 +3.5
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.6 25 16 7.8 +3.3
KLDW Gavekal Knowledge Leaders Developed World ETF 1.5 75 -34 5.7 +1.2
RWL Invesco S&P 500 Revenue ETF 1.5 39 2 7.5 +3.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.5 35 6 10.4 +5.9
KLCD KFA Large Cap Quality Dividend Index ETF 1.5 42 -1 6.7 +2.2
QLC FlexShares US Quality Large Cap Index Fund 1.5 32 9 7.2 +2.8
IWS iShares Russell Mid-Cap Value ETF 1.5 23 18 7.5 +3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 71 -30 3.6 -0.9
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.5 25 16 11.2 +6.7
FPX First Trust US IPO Index Fund 1.5 57 -16 2.8 -1.7
FDRR Fidelity Dividend ETF for Rising Rates 1.5 29 12 8.3 +3.8
XT iShares Exponential Technologies ETF 1.5 46 -5 4.5 +0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -39 6.9 +2.4
QDF FlexShares Quality Dividend Index Fund 1.5 37 4 7.8 +3.4
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 1.5 40 1 7.9 +3.4
JVAL JPMorgan U.S. Value Factor ETF 1.5 12 29 9.6 +5.2
QWLD SPDR MSCI World StrategicFactors ETF 1.5 30 11 6.7 +2.3
COWZ Pacer US Cash Cows 100 ETF 1.4 49 -8 12.7 +8.3
FVD First Trust Value Line Dividend Index Fund 1.4 70 -29 6.2 +1.8
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.4 64 -23 8.2 +3.8
JDIV JPMorgan U.S. Dividend ETF 1.4 12 29 8.6 +4.1
JHSC John Hancock Multifactor Small Cap ETF 1.4 42 -1 7.1 +2.6
SQLV Legg Mason Small-Cap Quality Value 1.4 61 -20 10.4 +6.0
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -18 2.9 -1.6
WRND IQ Global Equity R&D Leaders ETF 1.4 18 23 8.2 +3.7
WKLY SoFi Weekly Dividend ETF 1.4 49 -8 8.3 +3.8
SAMT Strategas Macro Thematic Opportunities ETF 1.4 65 -24 3.7 -0.8
FQAL Fidelity Quality Factor ETF 1.4 29 12 7.3 +2.9
IJS iShares S&P Small-cap 600 Value ETF 1.4 18 23 8.2 +3.8
SLYV SPDR S&P 600 Small Cap Value ETF 1.4 15 26 8.3 +3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.4 15 26 8.2 +3.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.4 60 -19 8.1 +3.6
TMFC Motley Fool 100 Index ETF 1.4 50 -9 5.0 +0.5
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 16 5.6 +1.1
VSLU Applied Finance Valuation Large Cap ETF 1.3 49 -8 8.0 +3.5
FDMO Fidelity Momentum Factor ETF 1.3 29 12 4.9 +0.4
DIVB iShares U.S. Dividend & Buyback ETF 1.3 25 16 8.0 +3.5
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 23 8.9 +4.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 26 8.9 +4.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 26 8.9 +4.5
DLN WisdomTree U.S. LargeCap Dividend Fund 1.3 28 13 7.2 +2.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.3 75 -34 7.4 +3.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.3 85 -44 7.0 +2.6
FLQL Franklin LibertyQ U.S. Equity ETF 1.3 15 26 7.7 +3.3
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.3 12 29 7.1 +2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.3 65 -24 3.4 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 1.3 60 -19 10.8 +6.3
WGRO WisdomTree U.S. Growth & Momentum Fund 1.3 55 -14 7.8 +3.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.3 19 22 7.3 +2.8
SSLY Syntax Stratified SmallCap ETF 1.3 40 1 7.7 +3.2
QYLD Global X NASDAQ 100 Covered Call ETF 1.2 60 -19 5.3 +0.8
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.2 35 6 7.9 +3.5
ERSX ERShares NextGen Entrepreneurs ETF 1.2 75 -34 6.4 +2.0
QRMI Global X NASDAQ 100 Risk Managed Income ETF 1.2 60 -19 5.3 +0.8
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 1.2 60 -19 5.4 +1.0
AFSM First Trust Active Factor Small Cap ETF 1.2 77 -36 8.8 +4.3
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.2 15 26 8.7 +4.2
NUSI Nationwide Risk-Managed Income ETF 1.2 68 -27 6.0 +1.5
QTR Global X NASDAQ 100 Tail Risk ETF 1.2 60 -19 5.2 +0.8
QQQM Invesco NASDAQ 100 ETF 1.2 15 26 6.2 +1.7
QQQ Invesco QQQ Trust 1.2 20 21 6.0 +1.6
SDG iShares Sustainable MSCI Global Impact ETF 1.2 49 -8 8.9 +4.4
QCLR Global X NASDAQ 100 Collar 95-110 ETF 1.2 60 -19 5.0 +0.6
DTD WisdomTree U.S.Total Dividend Fund 1.2 28 13 7.5 +3.1
STLV iShares Factors US Value Style ETF 1.2 25 16 9.7 +5.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.2 21 20 4.3 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.1 29 12 9.0 +4.5
IOO iShares Global 100 ETF 1.1 40 1 6.3 +1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.1 30 11 10.3 +5.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.1 29 12 7.7 +3.2
TECB iShares US Tech Breakthrough Multisector ETF 1.1 40 1 6.0 +1.5
BOSS Global X Founder-Run Companies ETF 1.1 45 -4 3.5 -1.0
ACWV iShares MSCI Global Min Vol Factor ETF 1.1 20 21 6.0 +1.6
QUAL iShares MSCI Usa Quality Factor ETF 1.1 15 26 6.7 +2.3
TMFS Motley Fool Small Cap Growth ETF 1.1 85 -44 3.1 -1.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 52 -11 6.4 +2.0
TPHD Timothy Plan High Dividend Stock ETF 1.1 52 -11 6.7 +2.3
GBLO Global Beta Low Beta ETF 1.1 29 12 8.0 +3.5
RYLD Global X Russell 2000 Covered Call ETF 1.1 60 -19 1.1 -3.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 16 25 8.6 +4.2
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 26 8.4 +3.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 18 23 8.4 +3.9
FCPI Fidelity Stocks for Inflation ETF 1.0 29 12 10.1 +5.7
FNX First Trust Mid Cap Core AlphaDEX Fund 1.0 60 -19 8.5 +4.1
VUSE Vident Core US Equity Fund 1.0 48 -7 11.6 +7.1
RFFC RiverFront Dynamic US Flex-Cap ETF 1.0 52 -11 6.1 +1.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 16 6.6 +2.2
AFMC First Trust Active Factor Mid Cap ETF 1.0 65 -24 10.5 +6.0
SQEW LeaderShares Equity Skew ETF 1.0 75 -34 6.8 +2.3
NUDV Nuveen ESG Dividend ETF 1.0 25 16 7.9 +3.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.0 52 -11 5.9 +1.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.0 30 11 7.7 +3.3
XDAT Franklin Exponential Data ETF 0.9 50 -9 3.2 -1.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 63 -22 9.4 +4.9
ESIX SPDR S&P SmallCap 600 ESG ETF 0.9 12 29 8.5 +4.0
SMLE Xtrackers S&P SmallCap 600 ESG ETF 0.9 15 26 8.4 +3.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 35 8.0 +3.6
VYM Vanguard High Dividend Yield Index ETF 0.9 6 35 8.2 +3.8
EES WisdomTree SmallCap Earnings Fund 0.9 38 3 11.0 +6.6
RNMC Mid Cap US Equity Select ETF 0.9 60 -19 8.4 +4.0
UVDV UVA Dividend Value ETF 0.9 80 -39 7.3 +2.8
DEIF Sterling Capital Diverse Multi-Manager Active ETF 0.9 65 -24 7.0 +2.6
QQMG Invesco ESG NASDAQ 100 ETF 0.8 20 21 6.3 +1.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.8 39 2 7.9 +3.4
DFSV Dimensional US Small Cap Value ETF 0.8 31 10 9.3 +4.8
SPVM Invesco S&P 500 Value with Momentum ETF 0.8 39 2 9.6 +5.2
FVAL Fidelity Value Factor ETF 0.8 29 12 9.9 +5.5
EZM WisdomTree U.S. MidCap Earnings Fund 0.8 38 3 11.0 +6.6
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.8 47 -6 0.2 -4.3
ARKQ Ark Autonomous Tech. & Robotics ETF 0.8 75 -34 -2.6 -7.0
FSST Fidelity Sustainability U.S. Equity ETF 0.8 59 -18 6.3 +1.8
FUNL CornerCap Fundametrics Large-Cap ETF 0.8 50 -9 8.7 +4.3
AFLG First Trust Active Factor Large Cap ETF 0.8 55 -14 7.9 +3.4
FAB First Trust Multi Cap Value AlphaDEX Fund 0.8 70 -29 11.1 +6.7
ISMD Inspire Small/Mid Cap Impact ETF 0.7 57 -16 6.7 +2.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.7 25 16 7.0 +2.5
DUHP Dimensional US High Profitability ETF 0.7 22 19 8.6 +4.2
FITE SPDR Kensho Future Security ETF 0.7 45 -4 3.7 -0.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.7 39 2 10.3 +5.9
FLRG Fidelity U.S. Multifactor ETF 0.7 29 12 8.3 +3.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.7 28 13 7.4 +2.9
SMMD iShares Russell 2500 ETF 0.7 15 26 7.0 +2.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.7 39 2 10.1 +5.6
CSML IQ Chaikin U.S. Small Cap ETF 0.6 35 6 6.1 +1.7
MVPS Amplify Thematic All-Stars ETF 0.6 49 -8 2.3 -2.1
TINY ProShares Nanotechnology ETF 0.6 58 -17 1.9 -2.6
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -11 8.8 +4.3
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.6 35 6 8.9 +4.4
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.6 19 22 8.5 +4.0
IWC iShares Micro-Cap ETF 0.6 60 -19 -13.7 -18.2
IPO Renaissance IPO ETF 0.6 60 -19 18.2 +13.7
XMVM Invesco S&P MidCap Value with Momentum ETF 0.6 39 2 13.4 +9.0
IBBQ Invesco Nasdaq Biotechnology ETF 0.6 0 41 0.1 -4.4
RYJ Invesco Raymond James SB-1 Equity ETF 0.6 75 -34 3.4 -1.0
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.6 108 -67 7.2 +2.7
QLV FlexShares US Quality Low Volatility Index Fund 0.6 22 19 5.8 +1.4
IWN iShares Russell 2000 Value ETF 0.6 24 17 6.0 +1.6
VTWV Vanguard Russell 2000 Value Index Fund 0.6 15 26 2.8 -1.7
VFMO Vanguard U.S. Momentum Factor ETF 0.6 13 28 6.0 +1.6
ISRA VanEck Israel ETF 0.5 62 -21 7.9 +3.4
ITEQ BlueStar Israel Technology ETF 0.5 75 -34 1.9 -2.5
WLDR Affinity World Leaders Equity ETF 0.5 67 -26 10.4 +5.9
VFMF Vanguard U.S. Multifactor ETF 0.5 19 22 10.3 +5.9
QDYN FlexShares Quality Dividend Dynamic Index Fund 0.5 37 4 8.6 +4.2
AVLV Avantis U.S. Large Cap Value ETF 0.5 15 26 9.4 +5.0
DFAT Dimensional U.S. Targeted Value ETF 0.5 34 7 9.3 +4.8
VBR Vanguard Small Cap Value Index Fund 0.4 7 34 9.1 +4.6
PY Principal Shareholder Yield Index ETF 0.4 15 26 11.5 +7.1
IYJ iShares U.S. Industrials ETF 0.4 42 -1 6.6 +2.2
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 35 8.8 +4.4
FTQI First Trust Nasdaq BuyWrite Income ETF 0.4 85 -44 4.1 -0.4
WTV WisdomTree US Value Fund 0.4 12 29 9.9 +5.5
EQOP Natixis U.S. Equity Opportunities ETF 0.4 90 -49 6.8 +2.3
ROSC Hartford Multifactor Small Cap ETF 0.4 34 7 11.1 +6.6
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.4 20 21 5.0 +0.6
SPVU Invesco S&P 500 Enhanced Value ETF 0.4 13 28 11.2 +6.8
AIQ Global X Future Analytics Tech ETF 0.3 68 -27 5.5 +1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.3 39 2 8.3 +3.8
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.3 38 3 10.0 +5.6
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -19 5.4 +1.0
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.3 35 6 8.3 +3.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 3 9.3 +4.9
FNK First Trust Mid Cap Value AlphaDEX Fund 0.3 70 -29 10.6 +6.2
VALQ American Century STOXX U.S. Quality Value ETF 0.2 29 12 10.1 +5.6
STLG iShares Factors US Growth Style ETF 0.2 25 16 8.7 +4.2
AIEQ AI Powered Equity ETF 0.2 80 -39 6.5 +2.0
AUSF Global X Adaptive U.S. Factor ETF 0.2 27 14 6.3 +1.8
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.2 35 6 11.0 +6.5
CVAR Cultivar ETF 0.2 87 -46 8.1 +3.7
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 3 9.2 +4.8
VEGN US Vegan Climate ETF 0.2 60 -19 6.1 +1.6
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 72 -31 13.1 +8.6
CSD Invesco S&P Spin-Off ETF 0.1 65 -24 6.0 +1.6
SIXS 6 Meridian Small Cap Equity ETF 0.1 100 -59 10.0 +5.6
RNSC Small Cap US Equity Select ETF 0.1 60 -19 9.3 +4.9
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 16 7.8 +3.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 11 10.5 +6.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.1 41 0 6.7 +2.3
CBSE Changebridge Capital Sustainable Equity ETF 0.1 85 -44 0.0 -4.5
GURU Global X Guru Index ETF 0.1 75 -34 2.4 -2.1
BFTR Future Innovators ETF 0.1 80 -39 1.4 -3.1
GNOM Global X Genomics & Biotechnology ETF 0.1 50 -9 -8.6 -13.0
IBBJ Defiance Nasdaq Junior Biotechnology ETF 0.1 45 -4 0.0 -4.5
VFVA Vanguard U.S. Value Factor ETF 0.1 14 27 13.0 +8.6
THNQ ROBO Global Artificial Intelligence ETF 0.0 68 -27 3.5 -0.9
ARKG ARK Genomic Revolution ETF 0.0 75 -34 -10.5 -14.9
MOON Direxion Moonshot Innovators ETF 0.0 65 -24 -20.4 -24.8
LOPX Direxion Low Priced Stock ETF 0.0 50 -9 -18.3 -22.8

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

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

UNDERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.8 %
Divided by: Fwd. P/BV 3.5 x
Less: Expense ratio 41 bp
Equals: ALTAR Score 4.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.40 CATEGORY
AVERAGE
1.49
 
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.