iShares U.S. Medical Devices ETF
ALTAR
Score™		 4.3% info Recommen-
dation		 UNDERWEIGHT
2023E    2024E
P/E
ratio		 26.8x P/Sales
ratio		 4.3x
P/BV
ratio		 3.8x Div.
yield		 1.0%


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

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date May 01, 2006
Assets (mns) $5,029
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 54
Wgt avg mkt cap (mns) $74,374
Large cap (>$10bn) 87.0%
Mid cap ($2-10bn) 11.0%
Small cap (<$2bn) 2.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
ABBOTT LABORATORIES 17.8 %
INTUITIVE SURGICAL INC 11.1 %
MEDTRONIC PLC 10.3 %
STRYKER CORP 7.3 %
BOSTON SCIENTIFIC CORP 4.8 %
DEXCOM INC 4.7 %
IDEXX LABORATORIES INC 4.5 %
BECTON DICKINSON AND CO 4.2 %
EDWARDS LIFESCIENCES CORP 4.2 %
GE HEALTHCARE TECHNOLOGIES INC. 3.9 %
Total 72.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.9 %
IRELAND 13.1 %
BRITAIN 0.5 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-4.0% -4.8% 7.2% 13.2% 11.6%

Market Correlations
versus... Beta R-squared
S&P500 0.94 71%
MSCI EAFE 0.96 69%
MSCI Emg. Mkts. 0.62 31%

Technical Indicators
Recent close $50.13
30d moving avg. $46.74
Annualized volatility 19.7%
Short interest (ETF) 2.5%
Short interest (Underlying) 1.6%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 1,505
Turnover 1.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $1,975

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 569 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™: 4.3%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IHI
Ticker Fund
Name		 Overlap1
vs IHI
(%)		 Expense
ratio
(bp)		 Savings
vs IHI
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IHI
(%)
XHE SPDR S&P Health Care Equipment ETF 38.9 35 5 0.9 -3.5
GDOC Goldman Sachs Future Health Care Equity ETF 35.7 75 -35 3.1 -1.2
MDEV First Trust Indxx Medical Devices ETF 33.5 70 -30 4.1 -0.2
PINK Simplify Health Care ETF 29.1 50 -10 5.9 +1.6
RSPH Invesco S&P 500 Equal Weight Health Care ETF 26.9 40 0 7.9 +3.6
EKG First Trust Nasdaq Lux Digital Health Solutions ETF 24.0 65 -25 -0.8 -5.1
HTEC ROBO Global Healthcare Technology & Innovation ETF 23.2 68 -28 1.6 -2.7
AGNG Global X Aging Population ETF 19.7 50 -10 4.0 -0.4
IYH iShares U.S. Healthcare ETF 18.9 40 0 6.7 +2.4
XLV Health Care Select Sector SPDR Fund 18.8 10 30 7.7 +3.4
VHT Vanguard Health Care Index Fund 17.9 10 30 6.1 +1.8
FHLC Fidelity MSCI Health Care Index ETF 17.8 8 32 6.2 +1.9
FDHT Fidelity Digital Health ETF 16.2 39 1 -3.5 -7.8
IXJ iShares Global Healthcare ETF 13.4 42 -2 6.8 +2.5
MEDI Harbor Health Care ETF 13.0 80 -40 -0.8 -5.1
HART IQ Healthy Hearts ETF 11.9 45 -5 5.7 +1.4
BMED BlackRock Future Health ETF 11.7 85 -45 0.7 -3.6
FXH First Trust Health Care AlphaDEX Fund 9.9 61 -21 8.6 +4.3
ANEW ProShares MSCI Transformational Changes ETF 9.0 45 -5 4.8 +0.4
BIBL Inspire ETF 8.7 35 5 5.4 +1.1
RUNN Running Oak Efficient Growth ETF 8.5 58 -18 5.5 +1.2
FLV American Century Focused Large Cap Value ETF 8.1 42 -2 6.5 +2.2
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.0 38 2 7.8 +3.5
PTH Invesco DWA Healthcare Momentum ETF 7.9 60 -20 -3.0 -7.3
SXQG 6 Meridian Quality Growth ETF 7.7 100 -60 4.7 +0.3
IQM Franklin Intelligent Machines ETF 7.5 50 -10 3.3 -1.0
CWS AdvisorShares Focused Equity ETF 7.5 84 -44 5.0 +0.7
CAML Congress Large Cap Growth ETF 7.0 66 -26 4.0 -0.3
BOTZ Global X Robotics & Artificial Intelligence ETF 6.9 69 -29 2.1 -2.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.9 60 -20 5.9 +1.6
PWB Invesco Dynamic Large Cap Growth ETF 6.8 56 -16 3.3 -1.0
EDOC Global X Telemedicine & Digital Health ETF 6.0 68 -28 -6.4 -10.7
PJP Invesco Dynamic Pharmaceuticals ETF 6.0 58 -18 6.7 +2.4
OALC OneAscent Large Cap Core ETF 5.8 82 -42 6.6 +2.3
HKND Humankind US Stock ETF 5.6 11 29 6.8 +2.4
CATH Global X S&P 500 Catholic Values Custom ETF 5.6 29 11 5.4 +1.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 5.6 49 -9 5.6 +1.2
DTEC ALPS Disruptive Technologies ETF 5.5 50 -10 3.7 -0.6
CGDV Capital Group Dividend Value ETF 5.3 33 7 6.0 +1.7
FDMO Fidelity Momentum Factor ETF 5.2 29 11 4.1 -0.2
MDCP VictoryShares THB Mid Cap ESG ETF 5.1 55 -15 6.2 +1.9
GGRW Gabelli Growth Innovators ETF 5.0 90 -50 2.8 -1.6
PRAY FIS Biblically Responsible Risk Managed ETF 4.9 69 -29 6.1 +1.8
LVOL American Century Low Volatility ETF 4.9 29 11 5.3 +1.0
KOMP SPDR Kensho New Economies Composite ETF 4.9 20 20 -0.5 -4.8
VIRS Pacer BioThreat Strategy ETF 4.9 70 -30 6.7 +2.4
IWP iShares Russell Mid-Cap Growth ETF 4.8 23 17 3.9 -0.4
SNSR Global X Internet of Things Thematic ETF 4.7 68 -28 4.2 -0.2
SANE Subversive Mental Health ETF 4.7 75 -35 4.3 -0.0
ABEQ Absolute Core Strategy ETF 4.6 85 -45 4.8 +0.4
SPMV Invesco S&P 500 Minimum Variance ETF 4.6 10 30 5.8 +1.5
PAWZ ProShares Pet Care ETF 4.5 50 -10 3.1 -1.3
MOAT VanEck Morningstar Wide Moat ETF 4.4 46 -6 6.1 +1.8
TMDV ProShares Russell US Dividend Growers ETF 4.4 35 5 6.7 +2.4
DURA VanEck Morningstar Durable Dividend ETF 4.3 29 11 7.7 +3.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.3 35 5 5.6 +1.3
BTHM BlackRock Future U.S. Themes ETF 4.3 60 -20 5.0 +0.7
DRUP GraniteShares Nasdaq Select Disruptors ETF 4.3 60 -20 4.1 -0.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 4.3 35 5 6.5 +2.2
IWX iShares Russell Top 200 Value ETF 4.2 20 20 7.0 +2.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -18 5.4 +1.1
SPMO Invesco S&P 500 Momentum ETF 4.2 13 27 4.6 +0.3
MTUM iShares MSCI USA Momentum Factor ETF 4.2 15 25 4.9 +0.6
SNPV Xtrackers S&P ESG Value ETF 4.2 15 25 6.2 +1.9
FPX First Trust US IPO Index Fund 4.1 61 -21 -0.6 -4.9
BKUS BNY Mellon Sustainable US Equity ETF 4.1 50 -10 4.6 +0.3
HAPY Harbor Corporate Culture Leaders ETF 4.1 50 -10 3.8 -0.5
SDEP SFP Core Equity Strategy 4.0 0 40 0.0 -4.3
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 4.0 50 -10 3.2 -1.1
HLGE Hartford Longevity Economy ETF 3.9 44 -4 7.0 +2.6
IPDP Dividend Performers ETF 3.9 106 -66 5.1 +0.8
CSD Invesco S&P Spin-Off ETF 3.9 65 -25 7.5 +3.2
BTEC Principal Healthcare Innovators Index ETF 3.9 42 -2 -6.8 -11.1
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.8 49 -9 4.9 +0.6
VSDA VictoryShares Dividend Accelerator ETF 3.8 35 5 6.6 +2.3
CSMD Congress SMid Growth ETF 3.8 69 -29 4.5 +0.2
FIW First Trust Water ETF 3.7 53 -13 4.8 +0.5
PSET Principal Price Setters Index ETF 3.7 15 25 6.0 +1.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 6.2 +1.9
SPHQ Invesco S&P 500 Quality ETF 3.7 15 25 5.8 +1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.6 20 20 6.8 +2.5
PZLG Puzzle Mature Growth 3.6 0 40 0.0 -4.3
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.6 20 20 7.5 +3.2
VOOV Vanguard S&P 500 Value ETF 3.6 10 30 6.1 +1.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 3.6 10 30 5.9 +1.6
IVE iShares S&P 500 Value ETF 3.6 18 22 6.0 +1.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 36 6.1 +1.8
FLLV Franklin Liberty U.S. Low Volatility ETF 3.5 29 11 6.0 +1.7
TPLC Timothy Plan US Large Cap Core ETF 3.5 52 -12 6.1 +1.8
QQQN VictoryShares Nasdaq Next 50 ETF 3.5 18 22 3.6 -0.7
CIRC JPMorgan Sustainable Consumption ETF 3.5 49 -9 5.2 +0.9
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 14 7.4 +3.1
VOT Vanguard Mid-Cap Growth Index Fund 3.5 7 33 4.7 +0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.5 15 25 7.1 +2.8
UPWD JPMorgan Social Advancement ETF 3.5 49 -9 4.8 +0.5
IUSV iShares Core S&P U.S. Value ETF 3.4 4 36 6.3 +2.0
HLAL Wahed FTSE USA Shariah ETF 3.4 50 -10 5.1 +0.8
ZECP Zacks Earnings Consistent Portfolio ETF 3.4 55 -15 5.3 +1.0
RSP Invesco S&P 500 Equal Weight ETF 3.4 20 20 6.6 +2.3
VO Vanguard Mid-Cap Index Fund 3.4 4 36 6.4 +2.1
CFA VictoryShares US 500 Volatility Weighted Index ETF 3.4 35 5 6.3 +2.0
DIVL Madison Dividend Value ETF 3.3 65 -25 5.9 +1.6
VIG Vanguard Dividend Appreciation Index Fund 3.3 6 34 5.9 +1.6
SPXT ProShares S&P 500 Ex-Technology ETF 3.3 9 31 6.0 +1.7
LRGE ClearBridge Large Cap Growth ESG ETF 3.3 59 -19 3.5 -0.8
RNLC Large Cap US Equity Select ETF 3.3 60 -20 6.6 +2.3
REVS Columbia Research Enhanced Value ETF 3.3 19 21 8.1 +3.8
VOE Vanguard Mid-Cap Value Index Fund 3.3 7 33 8.1 +3.8
CGUS Capital Group Core Equity ETF 3.2 33 7 5.2 +0.9
MOTE VanEck Morningstar ESG Moat ETF 3.2 49 -9 5.8 +1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.2 14 26 5.6 +1.3
VONV Vanguard Russell 1000 Value Index Fund 3.2 8 32 7.2 +2.9
IWD iShares Russell 1000 Value ETF 3.2 19 21 7.1 +2.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3.2 9 31 6.6 +2.3
SDY SPDR S&P Dividend ETF 3.2 35 5 6.9 +2.6
ROBO Robo Global Robotics & Automation Index ETF 3.2 95 -55 3.2 -1.1
TMFS Motley Fool Small Cap Growth ETF 3.2 85 -45 2.7 -1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 3.2 6 34 4.5 +0.2
FDG American Century Focused Dynamic Growth ETF 3.1 45 -5 3.2 -1.1
ETHO Etho Climate Leadership U.S. ETF 3.1 47 -7 5.0 +0.7
PWV Invesco Dynamic Large Cap Value ETF 3.1 58 -18 9.0 +4.7
SCHV Schwab U.S. Large-Cap Value ETF 3.1 4 36 7.1 +2.8
GDEF Goldman Sachs Defensive Equity ETF 3.1 55 -15 5.2 +0.9
LGLV SPDR Russell 1000 Low Volatility ETF 3.1 12 28 5.6 +1.3
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 3.0 20 20 6.2 +1.9
GFGF Guru Favorite Stocks ETF 3.0 65 -25 4.4 +0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 3.0 15 25 5.7 +1.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 3.0 10 30 5.0 +0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -10 5.1 +0.8
BFIT Global X Health & Wellness ETF 3.0 50 -10 5.6 +1.3
KRMA Global X Conscious Companies ETF 2.9 43 -3 5.8 +1.5
IGPT Invesco AI and Next Gen Software ETF 2.9 56 -16 4.7 +0.4
TMFG Motley Fool Global Opportunities ETF 2.9 85 -45 3.4 -0.9
DFLV Dimensional US Large Cap Value ETF 2.9 22 18 8.6 +4.3
PFM Invesco Dividend Achievers ETF 2.9 53 -13 5.9 +1.6
MGV Vanguard Mega Cap Value ETF 2.8 7 33 7.2 +2.9
UDI USCF Dividend Income Fund 2.8 0 40 0.0 -4.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.8 9 31 5.6 +1.3
SPLV Invesco S&P 500 Low Volatility ETF 2.8 25 15 6.0 +1.7
STXD Strive 1000 Dividend Growth ETF 2.8 35 5 5.7 +1.4
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -20 6.1 +1.8
STXG Strive 1000 Growth ETF 2.7 18 22 4.4 +0.1
EVX VanEck Environmental Services ETF 2.7 55 -15 3.5 -0.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.7 50 -10 8.8 +4.5
NUMG Nuveen ESG Mid-Cap Growth ETF 2.7 31 9 3.7 -0.6
ESGV Vanguard ESG U.S. Stock ETF 2.7 9 31 5.3 +1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.7 15 25 5.1 +0.8
YPS Arrow Reverse Cap 500 ETF 2.6 29 11 7.2 +2.9
MOTG VanEck Morningstar Global Wide Moat ETF 2.6 52 -12 6.2 +1.9
VBK Vanguard Small-Cap Growth Index Fund 2.6 7 33 1.3 -3.0
EUSA iShares MSCI USA Equal Weighted ETF 2.6 9 31 6.5 +2.2
VTV Vanguard Value Index Fund 2.6 4 36 7.4 +3.1
INNO Harbor Disruptive Innovation ETF 2.6 75 -35 -6.0 -10.3
XVV iShares ESG Screened S&P 500 ETF 2.6 8 32 5.4 +1.1
ADME Aptus Drawdown Managed Equity ETF 2.6 79 -39 4.8 +0.4
ILCV iShares Morningstar Value ETF 2.6 4 36 7.3 +3.0
PZLD Puzzle Divdend Leaders 2.6 0 40 0.0 -4.3
DIVZ TrueShares Low Volatility Equity Income ETF 2.6 65 -25 9.8 +5.5
ISCG iShares Morningstar Small-Cap Growth ETF 2.5 6 34 2.0 -2.3
DIVS SmartETFs Dividend Builder ETF 2.5 65 -25 5.1 +0.8
IMCB iShares Morningstar Mid-Cap ETF 2.5 4 36 6.3 +2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.5 4 36 6.3 +2.0
IWR iShares Russell Midcap ETF 2.5 18 22 6.2 +1.9
YLDE ClearBridge Dividend Strategy ESG ETF 2.5 60 -20 5.4 +1.1
VDNI V-Shares US Leadership Diversity ETF 2.5 29 11 5.7 +1.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.5 9 31 5.5 +1.2
SHE SPDR SSGA Gender Diversity Index ETF 2.5 20 20 5.6 +1.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.4 20 20 5.4 +1.1
JOET Virtus Terranova US Quality Momentum ETF 2.4 29 11 6.1 +1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.4 75 -35 6.5 +2.2
IBOT Vaneck Robotics ETF 2.4 47 -7 3.4 -1.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.4 18 22 7.2 +2.9
FDLO Fidelity Low Volatility Factor ETF 2.4 29 11 5.4 +1.1
FMIL Fidelity New Millennium ETF 2.4 59 -19 4.4 +0.1
TMFX Motley Fool Next Index ETF 2.4 50 -10 3.3 -1.0
DGRO iShares Core Dividend Growth ETF 2.4 8 32 7.0 +2.7
IVV iShares Core S&P 500 ETF 2.4 3 37 5.6 +1.3
SPY SPDR S&P 500 ETF Trust 2.4 9 31 5.5 +1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.4 11 29 5.6 +1.3
VOO VANGUARD S&P 500 ETF 2.4 3 37 5.6 +1.3
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 5.3 +1.0
SPLG SPDR Portfolio S&P 500 ETF 2.4 2 38 5.6 +1.3
MDLV Morgan Dempsey Large Cap Value ETF 2.3 58 -18 9.1 +4.7
ACVF American Conservative Values ETF 2.3 75 -35 4.8 +0.5
VV Vanguard Large-Cap Index Fund 2.3 4 36 5.5 +1.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 2.3 95 -55 1.8 -2.5
LRND IQ U.S. Large Cap R&D Leaders ETF 2.3 14 26 6.8 +2.4
AIEQ AI Powered Equity ETF 2.3 75 -35 4.1 -0.2
SPTM SPDR Portfolio Total Stock Market ETF 2.3 3 37 5.8 +1.5
STRV Strive 500 ETF 2.3 5 35 5.5 +1.2
SUSA iShares MSCI USA ESG Select ETF 2.3 25 15 5.5 +1.2
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 37 5.5 +1.2
CGGR Capital Group Growth ETF 2.3 39 1 3.7 -0.6
EQUL IQ Engender Equality ETF 2.3 45 -5 6.6 +2.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.3 10 30 5.0 +0.7
FTGS First Trust Growth Strength ETF 2.3 60 -20 6.4 +2.1
VOTE Engine No. 1 Transform 500 ETF 2.3 5 35 5.4 +1.1
SIZE iShares MSCI USA Size Factor ETF 2.3 15 25 6.4 +2.1
IWB iShares Russell 1000 ETF 2.3 15 25 5.4 +1.1
DFUS Dimensional U.S. Equity ETF 2.3 9 31 5.5 +1.1
VONE Vanguard Russell 1000 ETF 2.3 8 32 5.5 +1.2
PBUS Invesco PureBeta MSCI USA ETF 2.2 4 36 5.5 +1.2
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 38 5.5 +1.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 2.2 20 20 6.1 +1.8
IYY iShares Dow Jones U.S. ETF 2.2 20 20 5.3 +1.0
FDWM Fidelity Women's Leadership ETF 2.2 59 -19 5.7 +1.4
IWO iShares Russell 2000 Growth ETF 2.2 24 16 1.2 -3.1
JHML John Hancock Multifactor Large Cap ETF 2.2 29 11 6.0 +1.6
VTI Vanguard Total Stock Market Index Fund 2.2 3 37 5.3 +1.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.2 3 37 5.4 +1.1
IWV iShares Russell 3000 ETF 2.2 20 20 5.3 +1.0
VTWG Vanguard Russell 2000 Growth Index Fund 2.2 15 25 1.3 -3.0
VTHR Vanguard Russell 3000 Index Fund 2.2 10 30 5.4 +1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 40 5.3 +1.0
QGRW WisdomTree U.S. Quality Growth Fund 2.2 28 12 5.4 +1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 25 5.9 +1.6
IWL iShares Russell Top 200 ETF 2.2 15 25 5.2 +0.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.2 49 -9 5.4 +1.1
SCHX Schwab U.S. Large-Cap ETF 2.2 3 37 5.5 +1.2
FLQL Franklin LibertyQ U.S. Equity ETF 2.2 15 25 6.7 +2.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.2 60 -20 4.7 +0.4
SCHK Schwab 1000 Index ETF 2.2 5 35 5.5 +1.2
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -25 4.6 +0.3
SCHB Schwab U.S. Broad Market ETF 2.1 3 37 5.5 +1.2
RESP WisdomTree US ESG Fund of Benef Interest 2.1 28 12 6.2 +1.9
JAVA JPMorgan Active Value ETF 2.1 44 -4 6.7 +2.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 29 5.5 +1.2
CGGO Capital Group Global Growth Equity ETF 2.1 47 -7 4.0 -0.3
MGC Vanguard Mega Cap Index Fund 2.1 7 33 5.3 +0.9
FTCS First Trust Capital Strength ETF 2.1 55 -15 6.5 +2.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.1 15 25 7.3 +3.0
VUG Vanguard Growth Index Fund 2.1 4 36 4.5 +0.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 33 5.5 +1.2
DFUV Dimensional US Marketwide Value ETF 2.1 22 18 8.2 +3.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 2.1 48 -8 6.5 +2.2
RVRB Reverb ETF 2.1 30 10 5.3 +1.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 2.1 15 25 8.3 +4.0
NUMV Nuveen ESG Mid-Cap Value ETF 2.1 31 9 8.1 +3.8
RPG Invesco S&P 500 Pure Growth ETF 2.1 35 5 7.6 +3.3
QDEF FlexShares Quality Dividend Defensive Index Fund 2.0 37 3 6.1 +1.8
ESGU iShares MSCI USA ESG Optimized ETF 2.0 15 25 5.4 +1.1
PSCH Invesco S&P SmallCap Health Care ETF 2.0 29 11 5.1 +0.8
ILCG iShares Morningstar Growth ETF 2.0 4 36 4.3 +0.0
USXF iShares ESG Advanced MSCI USA ETF 2.0 10 30 5.4 +1.1
PDP Invesco DWA Momentum ETF 2.0 62 -22 3.9 -0.4
MAGA Point Bridge GOP Stock Tracker ETF 2.0 72 -32 6.5 +2.2
HDV iShares Core High Dividend ETF 2.0 8 32 8.8 +4.5
FDIV MarketDesk Focused U.S. Dividend ETF 2.0 35 5 9.8 +5.5
MRND IQ U.S. Mid Cap R&D Leaders ETF 2.0 16 24 4.1 -0.2
HAPI Harbor Corporate Culture ETF 2.0 36 4 5.1 +0.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.0 12 28 7.9 +3.5
SNPE Xtrackers S&P 500 ESG ETF 2.0 10 30 5.5 +1.2
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.0 45 -5 4.3 -0.0
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 2.0 17 23 5.8 +1.5
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -10 9.6 +5.3
EQAL Invesco Russell 1000 Equal Weight ETF 2.0 20 20 6.9 +2.6
STXK Strive Small-Cap ETF 1.9 18 22 5.7 +1.4
CACG ClearBridge All Cap Growth ETF 1.9 54 -14 3.6 -0.7
DVND Touchstone Dividend Select ETF 1.9 67 -27 6.6 +2.3
PSC Principal U.S. Small Cap Index ETF 1.9 38 2 8.6 +4.3
SDOG ALPS Sector Dividend Dogs ETF 1.9 36 4 10.1 +5.8
RECS Columbia Research Enhanced Core ETF 1.9 15 25 6.2 +1.8
SFY SoFi Select 500 ETF 1.9 0 40 5.4 +1.1
EQWL Invesco Russell Top 200 Equal Weight ETF 1.9 25 15 6.8 +2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.9 9 31 4.1 -0.2
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.9 25 15 9.3 +5.0
JHMM John Hancock Multifactor Mid Cap ETF 1.9 42 -2 7.2 +2.9
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -25 9.1 +4.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.9 15 25 6.9 +2.6
DGT SPDR Global Dow ETF 1.9 50 -10 6.4 +2.1
KLDW Gavekal Knowledge Leaders Developed World ETF 1.9 75 -35 5.0 +0.6
IJK iShares S&P Mid-Cap 400 Growth ETF 1.9 17 23 6.9 +2.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.9 15 25 6.9 +2.6
LCF Touchstone US Large Cap Focused ETF 1.9 69 -29 4.5 +0.2
SMDY Syntax Stratified MidCap ETF 1.9 35 5 7.5 +3.2
FUNL CornerCap Fundametrics Large-Cap ETF 1.8 50 -10 7.3 +3.0
IMCV iShares Morningstar Mid-Cap Value ETF 1.8 6 34 8.3 +4.0
FVD First Trust Value Line Dividend Index Fund 1.8 65 -25 6.2 +1.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.8 9 31 6.3 +2.0
GDVD R3 Global Dividend Growth ETF 1.8 88 -48 6.0 +1.7
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 28 5.4 +1.1
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 4.4 +0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.8 65 -25 4.4 +0.1
ESG FlexShares STOXX US ESG Impact Index Fund 1.8 32 8 5.3 +1.0
POWA Invesco Bloomberg Pricing Power ETF 1.8 55 -15 5.6 +1.3
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 1.8 25 15 6.2 +1.9
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.7 +1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 28 4.9 +0.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 1.8 12 28 5.1 +0.8
SCHA Schwab U.S. Small-Cap ETF 1.8 4 36 5.2 +0.9
QQQ Invesco QQQ Trust 1.8 20 20 5.1 +0.8
QQQM Invesco NASDAQ 100 ETF 1.8 15 25 5.1 +0.8
TOLL Tema Monopolies and Oligopolies ETF 1.8 75 -35 3.8 -0.6
MDY SPDR S&P Midcap 400 ETF Trust 1.7 23 17 7.6 +3.3
JPUS JPMorgan Diversified Return U.S. Equity ETF 1.7 18 22 8.2 +3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 36 6.2 +1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 1.7 10 30 7.8 +3.5
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.7 65 -25 4.9 +0.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.7 65 -25 2.4 -1.9
SPMD SPDR Portfolio Mid Cap ETF 1.7 3 37 7.8 +3.5
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 1.7 30 10 8.4 +4.1
IJH iShares Core S&P Mid-Cap ETF 1.7 5 35 7.8 +3.5
IQSU IQ Candriam ESG US Equity ETF 1.7 9 31 5.0 +0.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.7 17 23 7.5 +3.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.7 +1.3
GERM ETFMG Treatments Testing and Advancements ETF 1.7 68 -28 -8.5 -12.8
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 22 6.0 +1.7
SFYX Sofi Next 500 ETF 1.7 0 40 6.1 +1.8
TECB iShares US Tech Breakthrough Multisector ETF 1.7 40 0 4.5 +0.2
SMOT VanEck Morningstar SMID Moat ETF 1.6 49 -9 7.8 +3.4
RAFE PIMCO RAFI ESG U.S. ETF 1.6 29 11 7.5 +3.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.6 29 11 6.8 +2.5
CLRG IQ Chaikin U.S. Large Cap ETF 1.6 25 15 6.5 +2.2
ROUS Hartford Multifactor US Equity ETF 1.6 19 21 6.6 +2.3
NULC Nuveen ESG Large-Cap ETF 1.6 21 19 5.5 +1.2
DFAC Dimensional U.S. Core Equity 2 ETF 1.6 17 23 6.0 +1.7
EGUS iShares ESG Aware MSCI USA Growth ETF 1.6 15 25 4.7 +0.4
VFQY Vanguard U.S. Quality Factor ETF 1.6 13 27 7.4 +3.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 33 6.1 +1.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 1.6 12 28 8.2 +3.9
QQQS Invesco NASDAQ Future Gen 200 ETF 1.6 20 20 -12.8 -17.1
MGK Vanguard Mega Cap Growth ETF 1.6 7 33 4.5 +0.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 15 25 8.7 +4.4
XJR iShares ESG Screened S&P Small-Cap ETF 1.5 12 28 7.8 +3.5
TOK iShares MSCI Kokusai ETF 1.5 25 15 5.4 +1.1
NUSC Nuveen ESG Small-Cap ETF 1.5 31 9 5.7 +1.4
CVAR Cultivar ETF 1.5 87 -47 7.7 +3.4
MDYV SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.8 +4.5
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 22 8.8 +4.4
BLES Inspire Global Hope Large Cap ETF 1.5 61 -21 6.4 +2.1
GSPY Gotham Enhanced 500 ETF 1.5 50 -10 5.8 +1.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 1.5 15 25 9.3 +5.0
IJS iShares S&P Small-cap 600 Value ETF 1.5 18 22 9.5 +5.2
SLYV SPDR S&P 600 Small Cap Value ETF 1.5 15 25 9.6 +5.3
SSPY Syntax Stratified LargeCap ETF 1.5 30 10 7.0 +2.7
IWS iShares Russell Mid-Cap Value ETF 1.5 23 17 7.3 +3.0
ISCB iShares Morningstar Small-Cap ETF 1.5 4 36 5.3 +1.0
IUS Invesco Strategic US ETF 1.5 19 21 7.7 +3.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 7.4 +3.1
FYC First Trust Small Cap Growth AlphaDEX Fund 1.5 71 -31 1.1 -3.3
IWM iShares Russell 2000 ETF 1.5 19 21 3.9 -0.4
NVIR Horizon Kinetics Energy and Remediation ETF 1.5 85 -45 0.4 -4.0
RNMC Mid Cap US Equity Select ETF 1.5 60 -20 8.9 +4.6
USMV iShares Edge MSCI Min Vol USA ETF 1.5 15 25 6.1 +1.8
VIOO Vanguard S&P Small-Cap 600 ETF 1.5 10 30 8.1 +3.8
ITAN Sparkline Intangible Value ETF 1.5 50 -10 6.5 +2.2
VLU SPDR S&P 1500 Value Tilt ETF 1.5 12 28 7.7 +3.4
VTWO Vanguard Russell 2000 Index Fund 1.5 10 30 4.0 -0.3
IJR iShares Core S&P Small Cap ETF 1.5 6 34 8.4 +4.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 1.5 3 37 8.4 +4.1
PRF Invesco FTSE RAFI US 1000 ETF 1.5 39 1 7.1 +2.7
QQMG Invesco ESG NASDAQ 100 ETF 1.5 20 20 5.3 +1.0
SQLV Legg Mason Small-Cap Quality Value 1.5 60 -20 9.9 +5.6
URTH iShares MSCI World ETF 1.4 24 16 5.5 +1.2
JQUA JPMorgan U.S. Quality Factor ETF 1.4 12 28 6.0 +1.6
SMLE Xtrackers S&P SmallCap 600 ESG ETF 1.4 15 25 7.8 +3.5
ESIX SPDR S&P SmallCap 600 ESG ETF 1.4 12 28 7.8 +3.5
VONG Vanguard Russell 1000 Growth Index Fund 1.4 8 32 5.0 +0.7
IWF iShares Russell 1000 Growth ETF 1.4 19 21 4.9 +0.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.4 9 31 5.7 +1.4
FBCG Fidelity Blue Chip Growth ETF 1.4 59 -19 2.4 -1.9
HDUS Hartford Disciplined US Equity ETF 1.4 19 21 6.5 +2.2
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.4 60 -20 7.4 +3.1
IUSG iShares Core S&P US Growth ETF 1.4 4 36 5.7 +1.4
FSMD Fidelity Small-Mid Factor ETF 1.4 29 11 7.9 +3.6
VB Vanguard Small-Cap ETF 1.4 5 35 5.8 +1.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.4 15 25 7.9 +3.6
RFFC RiverFront Dynamic US Flex-Cap ETF 1.4 48 -8 5.1 +0.8
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 1.4 35 5 8.6 +4.3
QDF FlexShares Quality Dividend Index Fund 1.4 37 3 6.2 +1.9
VOOG Vanguard S&P 500 Growth ETF 1.4 10 30 5.6 +1.3
IVW iShares S&P 500 Growth ETF 1.4 18 22 5.5 +1.2
FCPI Fidelity Stocks for Inflation ETF 1.4 29 11 9.4 +5.1
SPYG SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 5.7 +1.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 1.4 19 21 6.8 +2.5
LRGF iShares Edge MSCI Multifactor USA ETF 1.4 8 32 6.1 +1.8
SCHG Schwab U.S. Large-Cap Growth ETF 1.4 4 36 4.5 +0.2
EPS WisdomTree U.S. Earnings 500 Fund 1.4 8 32 6.8 +2.5
DFAS Dimensional U.S. Small Cap ETF 1.4 26 14 6.4 +2.1
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.4 48 -8 8.3 +4.0
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.4 80 -40 7.0 +2.6
NTZG Nuveen Global Net Zero Transition ETF 1.4 55 -15 5.1 +0.8
VSLU Applied Finance Valuation Large Cap ETF 1.4 49 -9 6.4 +2.1
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 1.4 15 25 8.5 +4.2
FNDX Schwab Fundamental U.S. Large Co. Index ETF 1.4 25 15 7.2 +2.9
QLV FlexShares US Quality Low Volatility Index Fund 1.3 22 18 5.2 +0.8
SIXA 6 Meridian Mega Cap Equity ETF 1.3 80 -40 6.9 +2.6
ARKQ Ark Autonomous Tech. & Robotics ETF 1.3 75 -35 1.6 -2.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 1.3 7 33 5.6 +1.3
DSI iShares MSCI KLD 400 Social ETF 1.3 25 15 5.5 +1.2
FNDB Schwab Fundamental U.S. Broad Market Index ETF 1.3 25 15 7.2 +2.9
QGRO American Century STOXX U.S. Quality Growth ETF 1.3 29 11 5.9 +1.5
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.3 15 25 6.0 +1.7
AFLG First Trust Active Factor Large Cap ETF 1.3 55 -15 6.5 +2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.3 39 1 4.3 -0.0
AVUS Avantis U.S. Equity ETF 1.3 15 25 6.4 +2.1
ACWI iShares MSCI ACWI ETF 1.3 32 8 5.6 +1.3
VFMO Vanguard U.S. Momentum Factor ETF 1.3 13 27 2.7 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.3 24 16 8.5 +4.2
DSTL Distillate US Fundamental Stability & Value ETF 1.3 39 1 7.6 +3.2
QUS SPDR MSCI USA StrategicFactors ETF 1.3 15 25 6.3 +2.0
SDG iShares Sustainable MSCI Global Impact ETF 1.3 49 -9 6.6 +2.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 5 7.9 +3.6
RYJ Invesco Raymond James SB-1 Equity ETF 1.3 81 -41 3.9 -0.4
JSTC Adasina Social Justice All Cap Global ETF 1.3 89 -49 4.6 +0.3
TMFC Motley Fool 100 Index ETF 1.3 50 -10 4.1 -0.2
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 1.2 21 19 4.0 -0.3
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 -3 5.9 +1.6
VXF Vanguard Extended Market Index Fund 1.2 6 34 4.0 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 1.2 20 20 9.3 +5.0
BFOR Barron's 400 ETF 1.2 65 -25 8.0 +3.6
WRND IQ Global Equity R&D Leaders ETF 1.2 18 22 7.2 +2.9
FEX First Trust Large Cap Core AlphaDEX Fund 1.2 59 -19 6.1 +1.8
AFSM First Trust Active Factor Small Cap ETF 1.2 77 -37 9.4 +5.1
STXV Strive 1000 Value ETF 1.2 18 22 8.5 +4.1
RWL Invesco S&P 500 Revenue ETF 1.2 39 1 7.1 +2.8
JHDV John Hancock U.S. High Dividend ETF 1.2 34 6 6.9 +2.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.2 20 20 5.8 +1.5
QUAL iShares MSCI Usa Quality Factor ETF 1.2 15 25 6.1 +1.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 1.2 42 -2 5.4 +1.1
XMMO Invesco S&P MidCap Momentum ETF 1.2 33 7 6.8 +2.5
VT Vanguard Total World Stock ETF 1.2 7 33 5.1 +0.8
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 1.2 39 1 5.1 +0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 1.2 28 12 6.8 +2.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 4.3 0.0
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.2 85 -45 5.4 +1.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.1 29 11 7.1 +2.8
APUE ActivePassive U.S. Equity ETF 1.1 33 7 5.4 +1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 1.1 24 16 8.7 +4.4
ENTR Entrepreneur 30 Fund 1.1 75 -35 2.5 -1.8
PY Principal Shareholder Yield Index ETF 1.1 15 25 7.8 +3.5
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.4 +2.1
XDAT Franklin Exponential Data ETF 1.1 50 -10 3.2 -1.1
FDRR Fidelity Dividend ETF for Rising Rates 1.1 29 11 8.1 +3.8
JEPI JPMorgan Equity Premium Income ETF 1.1 35 5 5.6 +1.3
SSLY Syntax Stratified SmallCap ETF 1.1 40 0 8.1 +3.8
QWLD SPDR MSCI World StrategicFactors ETF 1.1 30 10 6.1 +1.8
OEF iShares S&P 100 ETF 1.1 20 20 5.2 +0.9
IJT iShares S&P Small-Cap 600 Growth ETF 1.0 25 15 7.0 +2.7
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.0 80 -40 5.6 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 1.0 15 25 7.0 +2.7
SLYG SPDR S&P 600 Small Cap Growth ETF 1.0 15 25 7.1 +2.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.0 55 -15 4.7 +0.4
SCHM Schwab U.S. Mid-Cap ETF 1.0 4 36 6.8 +2.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -5 1.1 -3.2
DTD WisdomTree U.S.Total Dividend Fund 1.0 28 12 7.2 +2.8
FNDA Schwab Fundamental U.S. Small Co. Index ETF 1.0 25 15 7.0 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 20 7.3 +3.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 1.0 35 5 8.9 +4.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.0 12 28 5.4 +1.1
DFSV Dimensional US Small Cap Value ETF 1.0 31 9 9.3 +5.0
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 5.4 +1.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 5.4 +1.1
SPHB Invesco S&P 500 High Beta ETF 1.0 25 15 5.9 +1.6
MVPS Amplify Thematic All-Stars ETF 1.0 49 -9 2.0 -2.4
KRUZ Unusual Whales Subversive Republican Trading ETF 1.0 75 -35 4.1 -0.2
VUSE Vident Core US Equity Fund 1.0 50 -10 5.9 +1.6
IWY iShares Russell Top 200 Growth ETF 0.9 20 20 5.1 +0.7
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 63 -23 2.7 -1.7
CZA Invesco Zacks Mid-Cap ETF 0.9 69 -29 6.7 +2.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 0.9 70 -30 5.4 +1.1
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.9 29 11 8.6 +4.3
IQSM IQ Candriam ESG U.S. Mid Cap Equity ETF 0.9 15 25 6.8 +2.5
DFAT Dimensional U.S. Targeted Value ETF 0.9 28 12 8.8 +4.5
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 6.3 +2.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.9 58 -18 6.4 +2.1
SNPG Xtrackers S&P 500 Growth ESG ETF 0.9 15 25 5.2 +0.9
VYM Vanguard High Dividend Yield Index ETF 0.9 6 34 7.8 +3.5
FTA First Trust Large Cap Value AlphaDEX Fund 0.9 59 -19 8.9 +4.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 0.9 18 22 6.3 +2.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.9 59 -19 3.6 -0.8
IBRN iShares Neuroscience and Healthcare ETF 0.9 47 -7 -6.5 -10.8
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 0.9 36 4 6.7 +2.4
SPGP Invesco S&P 500 GARP ETF 0.9 36 4 8.8 +4.5
BGIG Bahl & Gaynor Income Growth ETF 0.9 45 -5 5.7 +1.4
GRPM Invesco S&P MidCap 400 GARP ETF 0.9 40 0 11.5 +7.2
TMFM Motley Fool Mid-Cap Growth ETF 0.9 85 -45 3.2 -1.1
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.9 30 10 9.5 +5.2
ERSX ERShares NextGen Entrepreneurs ETF 0.9 75 -35 5.9 +1.6
JVAL JPMorgan U.S. Value Factor ETF 0.8 12 28 8.9 +4.6
AHOY Newday Ocean Health ETF 0.8 75 -35 5.6 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.8 61 -21 8.8 +4.5
XLG Invesco S&P 500 Top 50 ETF 0.8 20 20 4.9 +0.6
IOO iShares Global 100 ETF 0.8 41 -1 4.8 +0.5
IWN iShares Russell 2000 Value ETF 0.8 24 16 6.2 +1.9
VTWV Vanguard Russell 2000 Value Index Fund 0.8 15 25 6.4 +2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.8 20 20 8.3 +4.0
AUSF Global X Adaptive U.S. Factor ETF 0.8 27 13 5.9 +1.6
SQEW LeaderShares Equity Skew ETF 0.8 75 -35 4.9 +0.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.8 25 15 6.2 +1.9
SMMD iShares Russell 2500 ETF 0.8 15 25 6.4 +2.1
FQAL Fidelity Quality Factor ETF 0.8 29 11 5.8 +1.5
KOCG FIS Knights of Columbus Global Belief ETF 0.7 75 -35 5.2 +0.9
WKLY SoFi Weekly Dividend ETF 0.7 49 -9 7.7 +3.4
QLC FlexShares US Quality Large Cap Index Fund 0.7 25 15 5.8 +1.5
EES WisdomTree SmallCap Earnings Fund 0.7 38 2 11.4 +7.1
USMF WisdomTree U.S. Multifactor Fund 0.7 28 12 7.4 +3.1
AIQ Global X Future Analytics Tech ETF 0.7 68 -28 4.0 -0.4
JGRO JPMorgan Active Growth ETF 0.7 44 -4 3.7 -0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 59 -19 8.0 +3.7
FNK First Trust Mid Cap Value AlphaDEX Fund 0.7 70 -30 12.0 +7.6
FAB First Trust Multi Cap Value AlphaDEX Fund 0.7 67 -27 11.2 +6.9
ISMD Inspire Small/Mid Cap Impact ETF 0.7 54 -14 6.3 +2.0
TPSC Timothy Plan US Small Cap Core ETF 0.7 52 -12 8.4 +4.0
XT iShares Exponential Technologies ETF 0.6 46 -6 3.5 -0.8
GLOF iShares Global Equity Factor ETF 0.6 20 20 7.2 +2.9
GVLU Gotham 1000 Value ETF 0.6 50 -10 9.1 +4.8
FDVV Fidelity Core Dividend ETF 0.6 29 11 9.1 +4.8
CSML IQ Chaikin U.S. Small Cap ETF 0.6 35 5 5.8 +1.5
DIVB iShares Core Dividend 0.6 5 35 8.4 +4.1
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.6 35 5 8.1 +3.8
VFMV Vanguard U.S. Minimum Volatility ETF 0.6 13 27 5.9 +1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.4 -1.9
IWC iShares Micro-Cap ETF 0.5 60 -20 -5.4 -9.7
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 1 10.9 +6.6
ACWV iShares MSCI Global Min Vol Factor ETF 0.5 20 20 6.6 +2.3
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.5 47 -7 -1.9 -6.2
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.5 28 12 6.1 +1.8
VBR Vanguard Small Cap Value Index Fund 0.5 7 33 9.1 +4.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.3 +5.0
DUHP Dimensional US High Profitability ETF 0.4 21 19 7.6 +3.3
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 34 8.5 +4.2
VIDI Vident International Equity Fund 0.4 61 -21 11.5 +7.1
EZM WisdomTree U.S. MidCap Earnings Fund 0.4 38 2 10.5 +6.2
DFND Siren DIVCON Dividend Defender ETF 0.4 189 -149 4.9 +0.5
XSMO Invesco S&P SmallCap Momentum ETF 0.4 39 1 6.9 +2.6
MEDX Horizon Kinetics Medical ETF 0.4 85 -45 3.0 -1.3
BOUT Innovator IBD Breakout Opportunities ETF 0.4 81 -41 5.3 +1.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 2 10.0 +5.7
RFV Invesco S&P Midcap 400 Pure Value ETF 0.3 35 5 10.6 +6.3
FLDZ RiverNorth Volition America Patriot ETF 0.3 75 -35 6.1 +1.7
ROSC Hartford Multifactor Small Cap ETF 0.3 34 6 10.7 +6.3
DWAS Invesco DWA SmallCap Momentum ETF 0.3 60 -20 1.1 -3.2
CBSE Changebridge Capital Sustainable Equity ETF 0.3 85 -45 0.6 -3.7
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 15 5.6 +1.3
VERS ProShares Metaverse ETF 0.2 58 -18 -9.7 -14.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 0.2 38 2 9.4 +5.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.2 75 -35 4.3 -0.0
TXS Texas Capital Texas Equity Index ETF 0.2 49 -9 5.6 +1.3
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.2 59 -19 9.0 +4.7
ITEQ BlueStar Israel Technology ETF 0.2 75 -35 1.5 -2.8
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.2 39 1 7.2 +2.9
DON WisdomTree U.S. MidCap Dividend Fund 0.2 38 2 9.1 +4.8
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.2 42 -2 8.5 +4.2
IBBQ Invesco Nasdaq Biotechnology ETF 0.1 19 21 0.1 -4.2
RNSC Small Cap US Equity Select ETF 0.1 60 -20 8.8 +4.4
SIXS 6 Meridian Small Cap Equity ETF 0.1 89 -49 8.7 +4.4
SMDV ProShares Russell 2000 Dividend Growers ETF 0.1 40 0 7.9 +3.6
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.1 38 2 10.7 +6.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 15.1 +10.8
IBB iShares NASDAQ Biotechnology ETF 0.1 45 -5 0.0 -4.3
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.1 20 20 5.5 +1.2
FITE SPDR Kensho Future Security ETF 0.1 45 -5 3.3 -1.0
VFMF Vanguard U.S. Multifactor ETF 0.1 18 22 9.1 +4.8
WOMN Impact Shares YWCA Women's Empowerment ETF 0.1 75 -35 5.2 +0.9
WCEO Hypatia Women CEO ETF 0.1 85 -45 6.3 +2.0
VFVA Vanguard U.S. Value Factor ETF 0.1 13 27 11.1 +6.8
AVUV Avantis U.S. Small Cap Value ETF 0.1 25 15 10.4 +6.1
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 5 11.5 +7.2
VALQ American Century STOXX U.S. Quality Value ETF 0.0 29 11 8.1 +3.7
FIXT Procure Disaster Recovery Strategy ETF 0.0 75 -35 5.2 +0.8
TEQI T. Rowe Price Equity Income ETF 0.0 54 -14 4.8 +0.5
VEGN US Vegan Climate ETF 0.0 60 -20 4.8 +0.5
MOON Direxion Moonshot Innovators ETF 0.0 65 -25 -15.3 -19.6
ARKG ARK Genomic Revolution ETF 0.0 75 -35 -12.5 -16.9
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 5.9 +1.6
TGRW T. Rowe Price Growth Stock ETF 0.0 52 -12 5.2 +0.9
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 5.1 +0.8
ISRA VanEck Israel ETF 0.0 59 -19 8.8 +4.4

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

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RESULTS & ESTIMATES

  2018 2019 2020 2021 2022 2023E 2024E
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
  2022 2023E 2024E
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 15.9 %
Divided by: Fwd. P/BV 3.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.3 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.45 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.