iShares U.S. Medical Devices ETF
ALTAR
Score™		 4.8% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 22.4x P/Sales
ratio		 3.8x
P/BV
ratio		 3.3x 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) $3,124
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 19.2 %
INTUITIVE SURGICAL INC 12.8 %
STRYKER CORP 12.2 %
BECTON DICKINSON AND CO 4.8 %
MEDTRONIC PLC 4.7 %
IDEXX LABORATORIES INC 4.4 %
RESMED INC 4.4 %
EDWARDS LIFESCIENCES CORP 4.3 %
DEXCOM INC 4.3 %
GE HEALTHCARE TECHNOLOGIES INC. 4.3 %
Total 75.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.2 %
IRELAND 7.9 %
BRITAIN 1.0 %








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.
-20.3% -20.8% -3.4% 8.6% 9.7%

Market Correlations
versus... Beta R-squared
S&P500 0.52 13%
MSCI EAFE 0.49 17%
MSCI Emg. Mkts. 0.15 3%

Technical Indicators
Recent close $52.51
30d moving avg. $50.25
Annualized volatility 17.0%
Short interest (ETF) 1.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 3,233
Turnover 5.4%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $4,111

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 652 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™: 4.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHI
Ticker Fund
Name		 Overlap1
vs IHI
(%)		 Expense
ratio
(bp)		 Savings
vs IHI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHI
(%)
MDEV First Trust Indxx Medical Devices ETF 31.5 70 -30 4.8 0.0
HEAL Global X HealthTech ETF 19.2 50 -10 -1.5 -6.2
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 18.6 65 -25 0.5 -4.3
RSPH Invesco S&P 500 Equal Weight Health Care ETF 18.2 40 0 6.8 +2.1
HTEC ROBO Global Healthcare Technology and Innovation ETF 17.4 68 -28 2.2 -2.6
FDHT Fidelity Digital Health ETF 16.9 39 1 1.8 -3.0
AGNG Global X Aging Population ETF 16.8 50 -10 4.1 -0.6
FXH First Trust Health Care AlphaDEX Fund 16.7 62 -22 4.4 -0.4
GDOC Goldman Sachs Future Health Care Equity ETF 15.3 75 -35 0.9 -3.9
IYH iShares U.S. Healthcare ETF 14.8 40 0 5.6 +0.8
XLV Health Care Select Sector SPDR 14.7 8 32 6.4 +1.6
FHLC Fidelity MSCI Health Care Index ETF 14.5 8 32 5.1 +0.4
VHT Vanguard Health Care ETF 13.6 9 31 4.9 +0.1
HRTS Tema Heart & Health ETF 12.9 75 -35 2.8 -2.0
HART IQ Healthy Hearts ETF 11.8 45 -5 5.9 +1.2
IXJ iShares Global Healthcare ETF 11.1 42 -2 6.1 +1.4
ANEW ProShares MSCI Transformational Changes ETF 10.8 45 -5 4.3 -0.4
MEDI Harbor Health Care ETF 10.4 80 -40 -1.4 -6.1
CWS AdvisorShares Focused Equity ETF 9.7 84 -44 4.7 -0.1
FMED Fidelity Disruptive Medicine ETF 9.0 50 -10 -1.1 -5.9
BMED Future Health ETF 8.6 85 -45 1.1 -3.7
JGRW Jensen Quality Growth ETF 8.4 57 -17 4.0 -0.7
FTGS First Trust Growth Strength ETF 7.9 60 -20 3.6 -1.2
RUNN Running Oak Efficient Growth ETF 7.2 58 -18 4.8 +0.0
USRD Themes US R&D Champions ETF 7.1 29 11 4.0 -0.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.9 60 -20 4.2 -0.6
DTEC ALPS Disruptive Technologies ETF 6.5 50 -10 3.5 -1.2
TMFM Motley Fool Mid-Cap Growth ETF 6.4 85 -45 2.1 -2.7
BOTZ Global X Robotics & Artificial Intelligence ETF 6.2 69 -29 2.1 -2.7
MVAL VanEck Morningstar Wide Moat Value ETF 6.1 49 -9 6.1 +1.4
FLV American Century Focused Large Cap Value ETF 6.1 42 -2 5.7 +1.0
LVDS JPMorgan Fundamental Data Science Large Value ETF 5.9 49 -9 4.6 -0.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.7 58 -18 3.2 -1.6
NUMG Nuveen ESG Mid-Cap Growth ETF 5.5 31 9 1.9 -2.9
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -60 3.1 -1.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 5.3 60 -20 3.6 -1.2
TMFX Motley Fool Next Index ETF 5.2 50 -10 2.9 -1.9
SMOT VanEck Morningstar SMID Moat ETF 5.2 49 -9 6.3 +1.5
PJP Invesco Pharmaceuticals ETF 5.2 57 -17 6.5 +1.7
PSET Principal Quality ETF 5.0 15 25 4.8 +0.1
PSCH Invesco S&P SmallCap Health Care ETF 5.0 29 11 2.0 -2.7
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.9 40 0 5.2 +0.4
DURA VanEck Durable High Dividend ETF 4.8 29 11 6.3 +1.6
SCHD Schwab US Dividend Equity ETF 4.6 6 34 7.9 +3.1
MID American Century Mid Cap Growth Impact ETF 4.6 45 -5 3.1 -1.7
MOAT VanEck Morningstar Wide Moat ETF 4.5 46 -6 5.4 +0.6
BEEX BeeHive ETF 4.5 84 -44 3.7 -1.1
FSGS First Trust SMID Growth Strength ETF 4.5 60 -20 4.8 0.0
FPAG FPA Global Equity ETF 4.5 49 -9 5.6 +0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.4 38 2 4.9 +0.2
PAWZ ProShares Pet Care ETF 4.4 50 -10 4.1 -0.6
ABEQ Absolute Select Value ETF 4.4 85 -45 4.4 -0.4
SNSR Global X Internet of Things ETF 4.4 68 -28 3.5 -1.2
GGRW Gabelli Growth Innovators ETF 4.4 90 -50 2.1 -2.6
QGRO American Century U.S. Quality Growth ETF 4.3 29 11 4.1 -0.7
CSD Invesco S&P Spin-Off ETF 4.3 65 -25 3.7 -1.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 4.2 20 20 4.1 -0.7
NBDS Neuberger Berman Disrupters ETF 4.1 55 -15 0.8 -4.0
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.1 35 5 10.8 +6.0
KNO AXS Knowledge Leaders ETF 4.1 78 -38 4.0 -0.8
AGIQ Sofi Agentic AI ETF 4.0 69 -29 7.1 +2.3
MFIG Motley Fool Innovative Growth Factor ETF 4.0 50 -10 2.8 -2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -30 4.6 -0.2
FTCS First Trust Capital Strength ETF 4.0 55 -15 5.4 +0.7
SDY State Street SPDR S&P Dividend ETF 4.0 35 5 6.0 +1.2
QLTY GMO U.S. Quality ETF 4.0 50 -10 3.9 -0.8
QDIV Global X S&P 500 Quality Dividend ETF 4.0 20 20 7.5 +2.7
HDV iShares Core High Dividend ETF 4.0 8 32 29.0 +24.3
FEGE First Eagle Global Equity ETF 3.9 79 -39 5.9 +1.2
TMDV ProShares Russell US Dividend Growers ETF 3.9 35 5 6.0 +1.2
MBCC Monarch Blue Chips Core ETF 3.9 125 -85 3.7 -1.0
GINN Goldman Sachs Innovate Equity ETF 3.9 52 -12 3.7 -1.0
SAGP Strategas Global Policy Opportunities ETF 3.9 65 -25 4.7 -0.0
SEMG Suncoast Select Growth ETF 3.9 60 -20 3.8 -1.0
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 3.8 49 -9 3.0 -1.7
SWP SWP Growth & Income ETF 3.7 99 -59 4.3 -0.4
VOT Vanguard Mid-Cap Growth ETF 3.6 7 33 3.1 -1.6
FIW First Trust Water ETF 3.5 53 -13 5.0 +0.3
MAVF Matrix Advisors Value ETF 3.5 75 -35 4.8 +0.0
PINK Simplify Health Care ETF 3.4 50 -10 0.8 -3.9
RND First Trust Bloomberg R&D Leaders ETF 3.4 60 -20 2.6 -2.2
RNSC Furst Trust Small Cap US Equity Select ETF 3.4 60 -20 4.5 -0.3
XMHQ Invesco S&P MidCap Quality ETF 3.4 25 15 5.8 +1.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.4 50 -10 3.5 -1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.4 52 -12 4.9 +0.1
VSDA VictoryShares Dividend Accelerator ETF 3.3 35 5 6.2 +1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.3 20 20 5.4 +0.7
PRAY FIS Christian Stock Fund 3.2 69 -29 4.0 -0.8
BLCV iShares Large Cap Value Active ETF 3.2 53 -13 5.9 +1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -20 6.2 +1.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 3.2 39 1 3.8 -0.9
AQEC AQE Core ETF 3.1 49 -9 5.2 +0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.1 15 25 7.3 +2.6
CATH Global X S&P 500 Catholic Values Custom ETF 3.1 29 11 4.1 -0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.1 35 5 3.5 -1.3
LCF Touchstone US Large Cap Focused ETF 3.1 69 -29 3.6 -1.2
CHGX AXS Change Finance ESG ETF 3.1 49 -9 4.3 -0.4
UDI USCF Dividend Income Fund 3.1 65 -25 6.4 +1.6
DSTL Distillate US Fundamental Stability & Value ETF 3.0 39 1 7.3 +2.6
MNZL Manzil Russell Halal USA Broad MarketETF 3.0 40 0 3.9 -0.9
CRTC Xtrackers US National Critical Technologies ETF 3.0 35 5 4.2 -0.6
PCGG Polen Capital Global Growth ETF 3.0 85 -45 4.0 -0.8
BLCR iShares Large Cap Core Active ETF 2.9 36 4 2.9 -1.9
MOTG VanEck Morningstar Global Wide Moat ETF 2.9 52 -12 7.7 +2.9
CVAR Cultivar ETF 2.9 87 -47 6.8 +2.1
ITAN Sparkline Intangible Value ETF 2.8 50 -10 5.7 +1.0
CAML Congress Large Cap Growth ETF 2.8 66 -26 2.5 -2.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.8 12 28 5.5 +0.7
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 15 4.9 +0.2
DVND Touchstone Dividend Select ETF 2.8 67 -27 5.2 +0.4
AVMC Avantis U.S. Mid Cap Equity ETF 2.7 18 22 6.0 +1.2
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -30 1.0 -3.8
JDOC JPMorgan Healthcare Leaders ETF 2.7 65 -25 3.3 -1.4
SNPV Xtrackers S&P 500 Value ESG ETF 2.7 15 25 5.3 +0.6
IWFG IQ Winslow Focused Large Cap Growth ETF 2.7 65 -25 2.3 -2.5
FTA First Trust Large Cap Value AlphaDEX Fund 2.7 59 -19 7.3 +2.6
SNPG Xtrackers S&P 500 Growth ESG ETF 2.7 15 25 4.0 -0.7
CHRI Global X S&P 500 Christian Values ETF 2.7 29 11 4.0 -0.8
NIXT Research Affiliates Deletions ETF 2.7 9 31 6.2 +1.4
JEPI JPMorgan Equity Premium Income ETF 2.7 35 5 5.1 +0.3
CSTK Invesco Comstock Contrarian Equity ETF 2.6 35 5 5.7 +0.9
DIVL Madison Dividend Value ETF 2.6 65 -25 4.7 -0.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.6 9 31 5.1 +0.4
DGRO iShares Core Dividend Growth ETF 2.6 8 32 5.4 +0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.6 48 -8 5.5 +0.7
NULG Nuveen ESG Large-Cap Growth ETF 2.6 26 14 2.9 -1.8
SIZE iShares MSCI USA Size Factor ETF 2.6 15 25 5.4 +0.7
DFLV Dimensional US Large Cap Value ETF 2.6 22 18 5.9 +1.2
XOEF iShares S&P 500 ex S&P 100 ETF 2.6 20 20 4.6 -0.1
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 31 5.4 +0.7
PRXV Praxis Impact Large Cap Value ETF 2.5 36 4 5.4 +0.6
IWP iShares Russell Mid-Cap Growth ETF 2.5 23 17 3.0 -1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.5 65 -25 1.4 -3.3
CSMD Congress SMid Growth ETF 2.5 69 -29 3.6 -1.1
CFA VictoryShares US 500 Volatility Wtd ETF 2.5 35 5 5.2 +0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.5 40 0 5.2 +0.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.5 58 -18 5.1 +0.4
RSP Invesco S&P 500 Equal Weight ETF 2.5 20 20 5.8 +1.0
TMFG Motley Fool Global Opportunities ETF 2.5 85 -45 3.7 -1.0
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.5 35 5 4.7 -0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -9 7.6 +2.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 2.4 55 -15 8.5 +3.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.4 15 25 6.1 +1.4
IGPT Invesco AI and Next Gen Software ETF 2.4 60 -20 2.6 -2.1
VO Vanguard Mid-Cap ETF 2.4 4 36 20.8 +16.0
KOCG FIS Knights of Columbus Global Belief ETF 2.4 75 -35 4.5 -0.2
QQQS Invesco NASDAQ Future Gen 200 ETF 2.4 20 20 -3.5 -8.3
SQLV Royce Quant Small-Cap Quality Value ETF 2.4 60 -20 7.3 +2.6
DFUV Dimensional US Marketwide Value ETF 2.4 22 18 5.9 +1.2
STXD Strive 1000 Dividend Growth ETF 2.3 35 5 4.3 -0.4
AGRW Allspring LT Large Growth ETF 2.3 35 5 3.5 -1.3
EQWL Invesco S&P 100 Equal Weight ETF 2.3 25 15 5.3 +0.6
PEXL Pacer US Export Leaders ETF 2.3 60 -20 3.1 -1.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 -9 4.7 -0.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 2.3 45 -5 3.7 -1.0
ETHO Etho Climate Leadership U.S. ETF 2.3 47 -7 4.1 -0.7
FDL First Trust Morningstar Dividend Leaders Index Fund 2.3 45 -5 8.9 +4.1
ROBO ROBO Global Robotics & Automation Index ETF 2.3 95 -55 2.5 -2.3
LRGE ClearBridge Large Cap Growth ESG ETF 2.3 59 -19 2.8 -1.9
KAT Scharf ETF 2.3 87 -47 6.1 +1.4
IWR iShares Russell Midcap ETF 2.3 19 21 5.3 +0.5
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 2.3 20 20 0.8 -3.9
SPXT ProShares S&P 500 Ex-Technology ETF 2.3 9 31 4.8 +0.1
BFOR ALPS Barron's 400 ETF 2.2 65 -25 21.2 +16.5
LFSC F/m Emerald Life Sciences Innovation ETF 2.2 79 -39 0.0 -4.8
MDLV Morgan Dempsey Large Cap Value ETF 2.2 58 -18 5.8 +1.0
GKAT Scharf Global Opportunity ETF 2.2 57 -17 5.8 +1.1
JOET Virtus Terranova US Quality Momentum ETF 2.2 29 11 3.8 -1.0
IWS iShares Russell Mid-Cap Value ETF 2.2 23 17 5.8 +1.1
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 5.1 +0.3
DIVS SmartETFs Dividend Builder ETF 2.2 65 -25 4.3 -0.5
VIG Vanguard Dividend Appreciation ETF 2.2 5 35 4.9 +0.1
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.1 10 30 4.3 -0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.1 50 -10 8.1 +3.3
TMFS Motley Fool Small-Cap Growth ETF 2.1 85 -45 1.2 -3.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 2.1 30 10 7.4 +2.7
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -25 3.4 -1.3
SDG iShares MSCI Global Sustainable Development Goals ETF 2.1 49 -9 4.6 -0.2
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 5.5 +0.8
DBSC Deepwater Beachfront Small Cap ETF 2.1 85 -45 1.2 -3.6
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -10 3.7 -1.1
MGV Vanguard Mega Cap Value ETF 2.0 7 33 5.3 +0.5
XJR iShares ESG Screened S&P Small-Cap ETF 2.0 12 28 5.9 +1.2
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 2.0 12 28 3.2 -1.5
SLYV State Street SPDR S&P 600 Small Cap Value ETF 2.0 15 25 8.7 +3.9
JAVA JPMorgan Active Value ETF 2.0 44 -4 5.3 +0.5
GCOW Pacer Global Cash Cows Dividend ETF 2.0 60 -20 9.1 +4.4
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 34 2.7 -2.0
IJS iShares S&P Small-Cap 600 Value ETF 2.0 18 22 8.6 +3.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 2.0 10 30 8.7 +3.9
IWO iShares Russell 2000 Growth ETF 2.0 24 16 0.5 -4.3
RPG Invesco S&P 500 Pure Growth ETF 2.0 35 5 2.8 -2.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.0 27 13 6.3 +1.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.0 95 -55 -0.5 -5.3
YLDE ClearBridge Dividend Strategy ESG ETF 2.0 60 -20 5.1 +0.4
CGDV Capital Group Dividend Value ETF 2.0 33 7 3.8 -1.0
COWZ Pacer US Cash Cows 100 ETF 2.0 49 -9 7.5 +2.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 4.9 +0.2
MBOX Freedom Day Dividend ETF 2.0 39 1 6.5 +1.8
SUSA iShares MSCI USA ESG Select ETF 2.0 25 15 4.0 -0.8
SMRI Bushido Capital US Equity ETF 1.9 71 -31 7.0 +2.3
VTV Vanguard Value ETF 1.9 4 36 5.7 +0.9
XMAG Defiance Large Cap ex-Mag 7 ETF 1.9 35 5 4.3 -0.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.9 65 -25 5.2 +0.5
VFVA Vanguard U.S. Value Factor ETF 1.9 13 27 8.8 +4.1
POWA Invesco Bloomberg Pricing Power ETF 1.9 40 0 5.7 +1.0
EMOT First Trust S&P 500 Economic Moat ETF 1.9 60 -20 7.9 +3.2
SCHV Schwab U.S. Large-Cap Value ETF 1.9 4 36 5.6 +0.8
RAFE PIMCO RAFI ESG U.S. ETF 1.9 29 11 6.0 +1.2
BUL Pacer US Cash Cows Growth ETF 1.9 60 -20 3.4 -1.4
IWD iShares Russell 1000 Value ETF 1.9 19 21 5.1 +0.4
IMCG iShares Morningstar Mid-Cap Growth ETF 1.9 6 34 3.3 -1.5
FFOX FundX Future Fund Opportunities ETF 1.9 100 -60 2.5 -2.3
VONV Vanguard Russell 1000 Value ETF 1.9 7 33 5.2 +0.5
DIVN Horizon Dividend Income ETF 1.9 70 -30 6.5 +1.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.9 20 20 7.1 +2.4
VFMV Vanguard U.S. Minimum Volatility ETF 1.9 13 27 5.6 +0.9
MODL VictoryShares WestEnd U.S. Sector ETF 1.9 42 -2 4.0 -0.7
IVE iShares S&P 500 Value ETF 1.8 18 22 5.5 +0.7
VOOV Vanguard S&P 500 Value ETF 1.8 7 33 5.6 +0.8
SPYV State Street SPDR Portfolio S&P 500 Value ETF 1.8 4 36 5.6 +0.9
DIVB iShares Core Dividend ETF 1.8 5 35 6.5 +1.8
RDVY First Trust Rising Dividend Achievers ETF 1.8 50 -10 4.8 +0.1
DSPY Tema S&P 500 Historical Weight ETF 1.8 18 22 4.4 -0.4
DEMZ Democratic Large Cap Core ETF 1.8 45 -5 3.8 -1.0
IWX iShares Russell Top 200 Value ETF 1.8 20 20 4.7 -0.0
IJR iShares Core S&P Small Cap ETF 1.8 6 34 6.1 +1.3
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 1.8 3 37 6.1 +1.4
VIOO Vanguard S&P Small-Cap 600 ETF 1.8 7 33 5.9 +1.2
AVMV Avantis U.S. Mid Cap Value ETF 1.8 20 20 7.2 +2.4
IMCB iShares Morningstar Mid-Cap ETF 1.8 4 36 5.1 +0.3
GVUS Marketbeta Russell 1000 Value Equity ETF 1.8 12 28 5.2 +0.4
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -29 3.7 -1.1
IUSV iShares Core S&P US Value ETF 1.7 4 36 5.8 +1.0
CGGR Capital Group Growth ETF 1.7 39 1 2.7 -2.1
GQI Natixis Gateway Quality Income ETF 1.7 34 6 4.6 -0.2
ARB AltShares Merger Arbitrage ETF 1.7 77 -37 2.7 -2.1
SNPE Xtrackers S&P 500 ESG ETF 1.7 10 30 4.3 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 -20 8.4 +3.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 1.7 15 25 4.2 -0.6
STXV Strive 1000 Value ETF 1.7 18 22 6.7 +1.9
PY Principal Value ETF 1.7 15 25 6.9 +2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.7 29 11 4.0 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.7 9 31 4.2 -0.6
LGRO Level Four Large Cap Growth Active ETF 1.7 55 -15 3.6 -1.2
AUSF Global X Adaptive U.S. Factor ETF 1.7 27 13 7.9 +3.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.7 15 25 6.0 +1.2
PFM Invesco Dividend Achievers ETF 1.7 53 -13 4.6 -0.1
ILCV iShares Morningstar Value ETF 1.7 4 36 5.2 +0.4
INRO iShares U.S. Industry Rotation Active ETF 1.7 42 -2 3.6 -1.2
TMAT Main Thematic Innovation ETF 1.7 164 -124 -2.0 -6.7
VTWG Vanguard Russell 2000 Growth ETF 1.6 10 30 0.6 -4.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -27 8.2 +3.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.6 32 8 3.9 -0.9
ACVF American Conservative Values ETF 1.6 75 -35 3.7 -1.0
TOPC iShares S&P 500 3% Capped ETF 1.6 15 25 4.4 -0.4
ESGV Vanguard ESG U.S. Stock ETF 1.6 9 31 4.2 -0.6
AFSM First Trust Active Factor Small Cap ETF 1.6 75 -35 5.5 +0.7
IMCV iShares Morningstar Mid-Cap Value ETF 1.6 6 34 6.7 +2.0
VBK Vanguard Small-Cap Growth ETF 1.6 7 33 1.3 -3.5
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 3.9 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.6 18 22 6.7 +2.0
SPXN ProShares S&P 500 Ex-Financials ETF 1.6 9 31 4.1 -0.7
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 4.8 +0.1
ENHU iShares Enhanced Large Cap Core Active ETF 1.6 22 18 4.1 -0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 1.6 19 21 4.8 0.0
RVRB Reverb ETF 1.6 30 10 3.6 -1.1
RSSL Global X Russell 2000 ETF 1.6 8 32 2.6 -2.1
PSC Principal U.S. Small-Cap ETF 1.6 38 2 3.5 -1.2
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -9 3.7 -1.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 1.5 15 25 3.5 -1.2
ASLV Allspring Special Large Value ETF 1.5 35 5 5.0 +0.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.5 35 5 6.3 +1.5
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.5 10 30 3.5 -1.3
IJT iShares S&P Small-Cap 600 Growth ETF 1.5 18 22 3.5 -1.3
DEUS Xtrackers Russell US Multifactor ETF 1.5 17 23 6.3 +1.5
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.3 +0.5
XVV iShares ESG Screened S&P 500 ETF 1.5 8 32 4.1 -0.6
TOLL Tema Durable Quality ETF 1.5 75 -35 3.9 -0.9
GSPY Gotham Enhanced 500 ETF 1.5 50 -10 4.4 -0.4
GVLU Gotham 1000 Value ETF 1.5 50 -10 7.9 +3.2
VOE Vanguard Mid-Cap Value ETF 1.5 7 33 6.6 +1.8
IWM iShares Russell 2000 ETF 1.5 19 21 2.6 -2.2
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 5.9 +1.1
EQAL Invesco Russell 1000 Equal Weight ETF 1.5 20 20 6.1 +1.3
NUMV Nuveen ESG Mid-Cap Value ETF 1.5 31 9 5.4 +0.7
LRGC AB US Large Cap Strategic Equities ETF 1.5 48 -8 3.8 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 1.5 11 29 4.3 -0.5
DGT State Street SPDR Global Dow ETF 1.5 50 -10 5.6 +0.8
JHMM John Hancock Multifactor Mid Cap ETF 1.5 42 -2 5.4 +0.7
FDLS Inspire Fidelis Multi Factor ETF 1.5 76 -36 3.1 -1.7
MAGA Point Bridge America First ETF 1.5 72 -32 5.1 +0.3
OPTZ Optimize Strategy Index ETF 1.5 50 -10 3.5 -1.3
JHML John Hancock Multifactor Large Cap ETF 1.5 29 11 4.5 -0.3
VALQ American Century U.S. Quality Value ETF 1.5 29 11 7.1 +2.3
QUS State Street SPDR MSCI USA StrategicFactors ETF 1.4 15 25 5.0 +0.2
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.4 24 16 7.0 +2.3
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.4 20 20 3.9 -0.9
JGLO JPMorgan Global Select Equity ETF 1.4 33 7 4.3 -0.5
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.4 80 -40 5.5 +0.8
PWB Invesco Large Cap Growth ETF 1.4 56 -16 2.1 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.4 9 31 4.1 -0.7
DFSV Dimensional US Small Cap Value ETF 1.4 31 9 8.5 +3.7
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.4 20 20 4.0 -0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 1.4 75 -35 4.7 -0.0
FDG American Century Focused Dynamic Growth ETF 1.4 45 -5 1.9 -2.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.4 10 30 4.2 -0.6
BIBL Inspire 100 ETF 1.4 35 5 4.2 -0.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 1.4 12 28 6.1 +1.3
OALC OneAscent Large Cap Core ETF 1.4 86 -46 3.4 -1.4
VYM Vanguard High Dividend Yield Index ETF 1.4 6 34 6.0 +1.2
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.4 15 25 4.2 -0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.4 17 23 4.1 -0.6
EES WisdomTree U.S. SmallCap Fund 1.4 38 2 7.5 +2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.4 7 33 4.1 -0.6
ESGG FlexShares STOXX Global ESG Select Index Fund 1.4 42 -2 4.0 -0.7
VOO Vanguard S&P 500 ETF 1.4 3 37 4.2 -0.5
SPY SPDR S&P 500 ETF 1.4 9 31 4.2 -0.6
IVV iShares Core S&P 500 ETF 1.4 3 37 4.2 -0.5
SPYM State Street SPDR Portfolio S&P 500 ETF 1.4 2 38 4.2 -0.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.4 3 37 4.4 -0.4
SMMD iShares Russell 2500 ETF 1.4 15 25 5.4 +0.7
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -32 5.6 +0.8
PBUS Invesco MSCI USA ETF 1.4 4 36 4.2 -0.5
PTL Inspire 500 ETF 1.3 9 31 4.5 -0.3
VOTE TCW Transform 500 ETF 1.3 5 35 4.1 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 2.2 -2.6
VTWO Vanguard Russell 2000 ETF 1.3 7 33 2.7 -2.1
VV Vanguard Large-Cap ETF 1.3 4 36 4.1 -0.6
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.3 40 0 3.0 -1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 1.3 71 -31 -0.6 -5.4
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 1.3 29 11 7.1 +2.4
KLMN Invesco MSCI North America Climate ETF 1.3 9 31 4.3 -0.4
AVSC Avantis U.S Small Cap Equity ETF 1.3 25 15 4.4 -0.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.3 11 29 4.2 -0.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.3 4 36 15.2 +10.4
EQL Alps Equal Sector Weight ETF 1.3 25 15 5.1 +0.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.3 2 38 4.2 -0.6
IWV iShares Russell 3000 ETF 1.3 20 20 4.0 -0.7
VTI Vanguard Total Stock Market ETF 1.3 3 37 4.1 -0.6
SCHA Schwab U.S. Small-Cap ETF 1.3 4 36 4.4 -0.4
VTHR Vanguard Russell 3000 ETF 1.3 7 33 4.2 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 1.3 0 40 12.5 +7.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.3 3 37 4.1 -0.6
GXLC Global X U.S. 500 ETF 1.3 2 38 4.1 -0.7
IWB iShares Russell 1000 ETF 1.3 15 25 4.2 -0.6
VONE Vanguard Russell 1000 ETF 1.3 7 33 4.2 -0.5
IYY iShares Dow Jones U.S. ETF 1.3 20 20 4.1 -0.7
ILCB iShares Morningstar U.S. Equity ETF 1.3 3 37 4.1 -0.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.3 25 15 4.8 +0.1
EVUS iShares ESG Aware MSCI USA Value ETF 1.3 18 22 5.5 +0.7
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 1.3 55 -15 3.1 -1.6
LRND IQ U.S. Large Cap R&D Leaders ETF 1.3 14 26 4.0 -0.8
DFUS Dimensional U.S. Equity ETF 1.3 9 31 4.1 -0.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.3 18 22 3.9 -0.8
HAPI Harbor Human Capital Factor US Large Cap ETF 1.3 36 4 4.1 -0.7
OEI Optimized Equity Income ETF 1.3 75 -35 3.6 -1.2
SCHK Schwab 1000 Index ETF 1.3 5 35 4.3 -0.5
USXF iShares ESG Advanced MSCI USA ETF 1.3 10 30 3.9 -0.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 2.9 -1.8
SCHB Schwab U.S. Broad Market ETF 1.3 3 37 4.2 -0.5
SCHX Schwab U.S. Large-Cap ETF 1.3 3 37 4.3 -0.5
FNDA Schwab Fundamental US Small Co. Index ETF 1.3 25 15 6.0 +1.2
SHE State Street SPDR MSCI USA Gender Diversity ETF 1.3 20 20 4.3 -0.5
ESGU iShares ESG Aware MSCI USA ETF 1.3 15 25 4.2 -0.6
NUDV Nuveen ESG Dividend ETF 1.3 26 14 6.0 +1.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.3 9 31 4.4 -0.4
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 5 3.4 -1.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.3 75 -35 1.1 -3.6
HDUS Hartford Disciplined US Equity ETF 1.2 19 21 4.7 -0.0
DFSU Dimensional US Sustainability Core 1 ETF 1.2 18 22 4.6 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.2 20 20 4.2 -0.6
XT iShares Exponential Technologies ETF 1.2 46 -6 4.0 -0.8
DXUV Dimensional US Vector Equity ETF 1.2 28 12 5.1 +0.4
RAUS RACWI US ETF 1.2 15 25 4.1 -0.6
ONEY State Street SPDR Russell 1000 Yield Focus ETF 1.2 20 20 8.4 +3.7
FELV Fidelity Enhanced Large Cap Value ETF 1.2 18 22 5.3 +0.5
STXG Strive 1000 Growth ETF 1.2 18 22 3.3 -1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.2 65 -25 3.6 -1.2
SSPY Syntax Stratified LargeCap ETF 1.2 30 10 5.9 +1.2
QGRW WisdomTree U.S. Quality Growth Fund 1.2 28 12 2.9 -1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.2 17 23 4.9 +0.1
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -49 4.3 -0.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.2 7 33 4.4 -0.4
DFAU Dimensional US Core Equity Market ETF 1.2 12 28 4.3 -0.5
DFAC Dimensional U.S. Core Equity 2 ETF 1.2 17 23 4.6 -0.1
VB Vanguard Small-Cap ETF 1.2 5 35 5.2 +0.4
USMV iShares MSCI USA Min Vol Factor ETF 1.2 15 25 5.3 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.2 24 16 5.9 +1.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 1.2 12 28 3.7 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 33 5.2 +0.5
NVIR Horizon Kinetics Energy and Remediation ETF 1.1 85 -45 5.2 +0.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 1.1 5 35 7.4 +2.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -30 2.1 -2.6
SFY SoFi Select 500 ETF 1.1 0 40 3.8 -0.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 1.1 8 32 4.4 -0.4
IUS Invesco RAFI Strategic US ETF 1.1 19 21 5.4 +0.6
QQMG Invesco ESG NASDAQ 100 ETF 1.1 20 20 3.3 -1.5
FNDB Schwab Fundamental US Broad Market Index ETF 1.1 25 15 6.0 +1.3
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.1 49 -9 3.7 -1.0
USEW Cambria US EW ETF 1.1 30 10 4.1 -0.6
FUNL CornerCap Fundametrics Large-Cap ETF 1.1 50 -10 6.4 +1.6
FNDX Schwab Fundamental US Large Co. Index ETF 1.1 25 15 6.1 +1.3
MGC Vanguard Mega Cap ETF 1.1 7 33 3.9 -0.8
APUE ActivePassive U.S. Equity ETF 1.1 45 -5 3.9 -0.8
RPV Invesco S&P 500 Pure Value ETF 1.1 35 5 8.5 +3.7
FESM Fidelity Enhanced Small Cap ETF 1.1 28 12 2.2 -2.6
RGEF Rockefeller Global Equity ETF 1.1 55 -15 3.8 -1.0
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 1.1 60 -20 -0.9 -5.7
QQQM Invesco NASDAQ 100 ETF 1.1 15 25 3.4 -1.4
QQQ Invesco QQQ Trust Series I 1.1 20 20 3.4 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 25 4.9 +0.1
ADME Aptus Drawdown Managed Equity ETF 1.1 79 -39 3.4 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 1.1 12 28 4.9 +0.1
LRGF iShares U.S. Equity Factor ETF 1.1 8 32 4.6 -0.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.1 9 31 3.6 -1.2
DFAS Dimensional U.S. Small Cap ETF 1.1 26 14 5.4 +0.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 22 3.1 -1.6
FLQS Franklin U.S. Small Cap Multifactor Index ETF 1.1 35 5 5.7 +1.0
ISCV iShares Morningstar Small Cap Value ETF 1.1 6 34 7.4 +2.7
DCOR Dimensional US Core Equity 1 ETF 1.1 14 26 4.6 -0.2
DFVX Dimensional US Large Cap Vector ETF 1.1 22 18 5.2 +0.5
STXK Strive Small-Cap ETF 1.1 18 22 5.0 +0.3
IWL iShares Russell Top 200 ETF 1.1 15 25 3.9 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -24 1.3 -3.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 1.1 35 5 6.7 +2.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 1.1 38 2 6.7 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 1.1 59 -19 3.6 -1.2
SPIT F/m Emerald Special Situations ETF 1.1 105 -65 -0.7 -5.5
AVSU Avantis Responsible U.S. Equity ETF 1.1 15 25 4.9 +0.1
GPT Intelligent Alpha Atlas ETF 1.0 69 -29 6.2 +1.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 15 4.1 -0.6
ISMD Inspire Small/Mid Cap ETF 1.0 54 -14 4.8 +0.0
EPS WisdomTree U.S. LargeCap Fund 1.0 8 32 4.7 -0.0
SPHQ Invesco S&P 500 Quality ETF 1.0 15 25 4.6 -0.1
TOK iShares MSCI Kokusai ETF 1.0 26 14 4.3 -0.5
RCGE RockCreek Global Equality ETF 1.0 95 -55 5.8 +1.0
FFTY Innovator IBD 50 ETF 1.0 80 -40 0.0 -4.7
BRIF FIS Bright Portfolios Focused Equity ETF 1.0 65 -25 3.3 -1.4
GEW Cambria Global EW ETF 1.0 29 11 5.3 +0.6
ROE Astoria US Quality Kings ETF 1.0 49 -9 5.3 +0.5
PRF Invesco FTSE RAFI US 1000 ETF 1.0 34 6 5.5 +0.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.0 4 36 3.4 -1.4
TIIV AAM Todd International Intrinsic Value ETF 1.0 54 -14 9.4 +4.6
STOX Horizon Core Equity ETF 1.0 70 -30 3.6 -1.2
SRHQ SRH U.S. Quality ETF 1.0 35 5 5.9 +1.2
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.5 +0.8
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 1.0 49 -9 7.7 +2.9
SFTY Horizon Managed Risk ETF 1.0 77 -37 3.5 -1.3
VUG Vanguard Growth ETF 1.0 4 36 21.2 +16.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.0 9 31 4.4 -0.4
VFQY Vanguard U.S. Quality Factor ETF 1.0 13 27 5.3 +0.6
RWL Invesco S&P 500 Revenue ETF 1.0 39 1 5.6 +0.8
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 36 3.2 -1.6
IWN iShares Russell 2000 Value ETF 1.0 24 16 4.6 -0.2
STXM Strive Mid-Cap ETF 1.0 18 22 5.9 +1.2
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 4 3.2 -1.5
VTWV Vanguard Russell 2000 Value ETF 1.0 10 30 4.7 -0.0
URTH iShares MSCI World ETF 1.0 24 16 4.3 -0.4
VOOG Vanguard S&P 500 Growth ETF 1.0 7 33 19.0 +14.2
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 3.1 -1.6
VFMF Vanguard U.S. Multifactor ETF 1.0 18 22 6.3 +1.6
IVW iShares S&P 500 Growth ETF 1.0 18 22 3.0 -1.8
VXF Vanguard Extended Market ETF 1.0 5 35 3.7 -1.0
FDLO Fidelity Low Volatility Factor ETF 1.0 15 25 4.8 +0.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.0 30 10 4.0 -0.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.9 61 -21 5.0 +0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 28 5.9 +1.1
ILCG iShares Morningstar Growth ETF 0.9 4 36 3.2 -1.6
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 25 6.5 +1.7
SVAL iShares US Small Cap Value Factor ETF 0.9 20 20 6.9 +2.1
EQIN Columbia US Equity Income ETF 0.9 35 5 6.0 +1.3
LOWV AB US Low Volatility Equity ETF 0.9 48 -8 4.3 -0.5
FFND Future Fund Active ETF 0.9 100 -60 4.3 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 0.9 14 26 4.2 -0.6
ULVM VictoryShares US Value Momentum ETF 0.9 20 20 5.9 +1.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 6.1 +1.3
QWLD SPDR MSCI World StrategicFactors ETF 0.9 30 10 5.1 +0.3
KLMT Invesco MSCI Global Climate 500 ETF 0.9 10 30 4.9 +0.2
AVUS Avantis U.S. Equity ETF 0.9 15 25 4.7 -0.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.9 15 25 4.6 -0.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.9 39 1 6.9 +2.2
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 36 5.9 +1.1
OEF iShares S&P 100 ETF 0.9 20 20 3.8 -0.9
BLES Inspire Global Hope ETF 0.9 61 -21 5.7 +0.9
GURU Global X Guru Index ETF 0.9 75 -35 2.4 -2.4
MDY SPDR S&P Midcap 400 ETF Trust 0.9 23 17 5.9 +1.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -40 5.8 +1.0
MGK Vanguard Mega Cap Growth ETF 0.9 7 33 17.8 +13.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.9 25 15 5.4 +0.7
FFLC Fidelity Fundamental Large Cap Core ETF 0.9 38 2 3.9 -0.9
ACWI iShares MSCI ACWI ETF 0.8 32 8 4.7 -0.1
VBR Vanguard Small Cap Value ETF 0.8 7 33 7.6 +2.9
XLG Invesco S&P 500 Top 50 ETF 0.8 20 20 3.8 -1.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 36 16.9 +12.1
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 6.0 +1.3
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 37 6.1 +1.3
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -9 4.9 +0.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 33 6.0 +1.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.8 15 25 3.0 -1.7
ZECP Zacks Earnings Consistent Portfolio ETF 0.8 55 -15 4.1 -0.7
FYT First Trust Small Cap Value AlphaDEX Fund 0.8 73 -33 9.2 +4.4
VT Vanguard Total World Stock ETF 0.8 6 34 5.0 +0.3
TAX Cambria Tax Aware ETF 0.8 49 -9 4.1 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.8 9 31 4.9 +0.1
DAK Dakota Active Equity ETF 0.8 43 -3 3.7 -1.0
WSML iShares MSCI World Small-Cap ETF 0.8 15 25 5.4 +0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 0.8 15 25 6.7 +1.9
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 5.0 +0.3
FBOT Fidelity Disruptive Automation ETF 0.8 50 -10 3.0 -1.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 0.8 10 30 4.2 -0.5
QUVU Hartford Quality Value ETF 0.8 46 -6 5.3 +0.6
AVUQ Avantis U.S. Quality ETF 0.8 15 25 3.7 -1.1
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -2 5.9 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 0.8 10 30 4.2 -0.6
DFNV Donoghue Forlines Innovation ETF 0.8 69 -29 3.8 -1.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.8 59 -19 1.9 -2.9
MFVL Motley Fool Value Factor ETF 0.8 50 -10 5.5 +0.8
FFOG Franklin Focused Growth ETF 0.8 61 -21 1.7 -3.1
AQLT iShares MSCI Global Quality Factor ETF 0.8 18 22 0.0 -4.8
HAPS Harbor Human Capital Factor US Small Cap ETF 0.8 60 -20 3.2 -1.6
IBOT Vaneck Robotics ETF 0.7 47 -7 3.3 -1.5
XMMO Invesco S&P MidCap Momentum ETF 0.7 34 6 3.6 -1.1
DLN WisdomTree U.S. LargeCap Dividend Fund 0.7 28 12 5.3 +0.6
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 6.4 +1.6
SPGP Invesco S&P 500 GARP ETF 0.7 34 6 5.6 +0.8
DSI iShares MSCI KLD 400 Social ETF 0.7 25 15 4.2 -0.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.3 +1.5
ACWV iShares MSCI Global Min Vol Factor ETF 0.7 20 20 5.6 +0.9
CGDG Capital Group Dividend Growers ETF 0.7 47 -7 5.1 +0.3
ALTL Pacer Lunt Large Cap Alternator ETF 0.7 60 -20 4.8 +0.0
DIVG Invesco S&P 500 High Dividend Growers ETF 0.7 39 1 7.1 +2.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.7 20 20 4.7 -0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 3.8 -1.0
DTD WisdomTree U.S. Total Dividend Fund 0.7 28 12 5.6 +0.8
ROUS Hartford Multifactor US Equity ETF 0.7 19 21 5.4 +0.6
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 0.7 49 -9 6.4 +1.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.7 25 15 7.4 +2.7
JPSV JPMorgan Active Small Cap Value ETF 0.7 74 -34 6.9 +2.2
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -10 3.7 -1.0
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.7 59 -19 4.1 -0.7
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 3.8 -1.0
RAYD Rayliant Quantitative Developed Market Equity ETF 0.7 80 -40 3.5 -1.3
CGUS Capital Group Core Equity ETF 0.7 33 7 3.5 -1.2
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 19 3.0 -1.8
JMOM JPMorgan U.S. Momentum Factor ETF 0.7 12 28 3.4 -1.4
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 3.8 -0.9
IWF iShares Russell 1000 Growth ETF 0.6 19 21 15.4 +10.6
QUAL iShares MSCI USA Quality Factor ETF 0.6 15 25 4.4 -0.4
YNOT Horizon Digital Frontier ETF 0.6 75 -35 2.7 -2.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.6 35 5 6.7 +1.9
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 8.3 +3.5
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 5 10.7 +6.0
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.6 35 5 2.9 -1.8
AIEQ AI Powered Equity ETF 0.6 75 -35 3.7 -1.1
IWC iShares Micro-Cap ETF 0.6 60 -20 -1.4 -6.1
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 10.2 +5.5
TMFC Motley Fool 100 Index ETF 0.6 50 -10 3.0 -1.8
JVAL JPMorgan U.S. Value Factor ETF 0.6 12 28 6.7 +1.9
ROSC Hartford Multifactor Small Cap ETF 0.6 34 6 6.9 +2.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -39 4.1 -0.7
DARP Grizzle Growth ETF 0.6 75 -35 1.8 -2.9
QLC FlexShares US Quality Large Cap Index Fund 0.6 25 15 4.5 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 0.6 30 10 3.8 -1.0
WCEO Hypatia Women CEO ETF 0.6 85 -45 4.5 -0.3
WRND IQ Global Equity R&D Leaders ETF 0.5 18 22 4.1 -0.7
GLOF iShares Global Equity Factor ETF 0.5 20 20 5.6 +0.8
IBRN iShares Neuroscience and Healthcare ETF 0.5 47 -7 0.0 -4.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.5 29 11 5.6 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 0.5 18 22 4.3 -0.4
SGLC SGI U.S. Large Cap Core ETF 0.5 85 -45 3.6 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 4.5 -0.3
DUHP Dimensional US High Profitability ETF 0.5 21 19 5.3 +0.5
VLUE iShares MSCI USA Value Factor ETF 0.5 15 25 6.3 +1.5
XSMO Invesco S&P SmallCap Momentum ETF 0.5 39 1 3.6 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 3.8 -0.9
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.5 39 1 3.4 -1.3
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 5.3 +0.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 3.9 -0.9
FQAL Fidelity Quality Factor ETF 0.5 15 25 4.8 +0.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.5 49 -9 5.0 +0.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.5 15 25 5.0 +0.3
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 7.7 +2.9
IOO iShares Global 100 ETF 0.5 41 -1 3.8 -0.9
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.4 40 0 3.6 -1.2
IQM Franklin Intelligent Machines ETF 0.4 50 -10 1.3 -3.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 0.4 12 28 3.9 -0.9
TTAC FCF US Quality ETF 0.4 59 -19 5.8 +1.0
DEW WisdomTree Global High Dividend Fund 0.4 58 -18 6.9 +2.2
IWY iShares Russell Top 200 Growth ETF 0.4 20 20 3.8 -0.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -20 6.7 +1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.4 60 -20 6.1 +1.4
DGRW WisdomTree US Quality Dividend Growth Fund 0.4 28 12 5.0 +0.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 7.2 +2.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 0.4 60 -20 9.3 +4.6
SFGV Sequoia Global Value ETF 0.4 23 17 7.0 +2.3
GRPZ Invesco S&P SmallCap 600 GARP ETF 0.4 35 5 5.7 +1.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.4 38 2 8.6 +3.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.4 60 -20 4.6 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 27 1.8 -3.0
JGRO JPMorgan Active Growth ETF 0.4 44 -4 2.6 -2.1
AVLV Avantis U.S. Large Cap Value ETF 0.4 15 25 5.7 +1.0
JHDV John Hancock U.S. High Dividend ETF 0.4 34 6 5.9 +1.1
EZM WisdomTree U.S. MidCap Fund 0.4 38 2 7.8 +3.1
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.4 43 -3 4.8 +0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 0.3 37 3 5.4 +0.6
SMOX Horizon Small/Mid Cap Core Equity ETF 0.3 75 -35 5.2 +0.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 7.8 +3.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 4.8 +0.0
AFMC First Trust Active Factor Mid Cap ETF 0.3 65 -25 6.9 +2.1
PTH Invesco Dorsey Wright Healthcare Momentum ETF 0.3 60 -20 -1.3 -6.1
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 5.3 +0.5
DVGR DAC 3D Dividend Growth ETF 0.3 65 -25 4.7 -0.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.3 60 -20 5.6 +0.9
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.3 59 -19 7.8 +3.0
SMDV ProShares Russell 2000 Dividend Growers ETF 0.3 40 0 6.6 +1.8
FDWM Fidelity Women's Leadership ETF 0.3 59 -19 3.9 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 7.5 +2.8
ITEQ BlueStar Israel Technology ETF 0.3 75 -35 1.2 -3.6
ISRA VanEck Israel ETF 0.3 59 -19 6.1 +1.3
MEDX Horizon Kinetics Medical ETF 0.3 85 -45 1.5 -3.3
FPX First Trust US Equity Opportunities ETF 0.3 61 -21 0.9 -3.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.3 45 -5 6.7 +1.9
RECS Columbia Research Enhanced Core ETF 0.3 15 25 5.3 +0.6
WSGE Warren Street Global Equity ETF 0.3 80 -40 2.9 -1.9
DTAN Sparkline International Intangible Value ETF 0.2 55 -15 7.0 +2.3
IJJ iShares S&P Mid-Cap 400 Value ETF 0.2 18 22 7.7 +3.0
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 0.2 15 25 7.7 +3.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 0.2 10 30 7.8 +3.0
AIQ Global X Artificial Intelligence & Technology ETF 0.2 68 -28 3.0 -1.8
EBI Longview Advantage ETF 0.2 35 5 5.8 +1.1
ARKG ARK Genomic Revolution ETF 0.2 75 -35 -1.1 -5.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.2 75 -35 3.1 -1.6
RNIN Bushido Capital US SMID Cap Equity ETF 0.2 70 -30 9.6 +4.8
AFLG First Trust Active Factor Large Cap ETF 0.2 55 -15 5.0 +0.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.2 18 22 5.1 +0.3
REVS Columbia Research Enhanced Value ETF 0.2 19 21 6.4 +1.6
SPMO Invesco S&P 500 Momentum ETF 0.2 13 27 3.1 -1.7
THRO iShares U.S. Thematic Rotation Active ETF 0.2 90 -50 3.2 -1.6
GOP Unusual Whales Subversive Republican Trading ETF 0.2 50 -10 4.2 -0.5
FNDF Schwab Fundamental International Large Co. Index ETF 0.2 25 15 7.3 +2.5
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 4.9 +0.2
IBB iShares Biotechnology ETF 0.1 45 -5 -0.5 -5.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.1 15 25 7.7 +2.9
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.3 -4.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.1 59 -19 8.4 +3.6
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -19 2.3 -2.5
TEXN iShares Texas Equity ETF 0.1 20 20 5.2 +0.4
FITE State Street SPDR S&P Kensho Future Security ETF 0.1 45 -5 1.1 -3.7
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 7.3 +2.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.0 18 22 3.5 -1.3
VEGN US Vegan Climate ETF 0.0 60 -20 3.4 -1.3

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 3.1 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.8 %
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.