iShares U.S. Consumer Discretionary ETF
ALTAR
Score™
4.0% info Recommen-
dation
UNDERWEIGHT
2025E    2026E
P/E
ratio
27.4x P/Sales
ratio
1.9x
P/BV
ratio
5.5x Div.
yield
0.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones US Consumer Services Sector Index Fund is an exchange-traded fund incorporated in the USA. The Fund's objective seeks investment results that correspond to the performance of the Dow Jones U.S. Consumer Cyclical Sector Index. The Index measures the performance of the consumer cyclical economic sector of the U.S. equity market.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,613
Currency USD
Expense ratio 40 bp
Distributions Quarterly

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

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 167
Wgt avg mkt cap (mns) $577,616
Large cap (>$10bn) 93.4%
Mid cap ($2-10bn) 6.2%
Small cap (<$2bn) 0.2%
Developed mkts 99.6%
Emerging mkts 0.4%

TOP TEN HOLDINGS
AMAZON.COM INC 13.5 %
TESLA MOTORS INC 8.1 %
NETFLIX INC 4.6 %
WAL-MART STORES INC 4.5 %
COSTCO WHOLESALE CORP 4.4 %
HOME DEPOT INC 4.2 %
MCDONALD'S CORP 3.5 %
WALT DISNEY CO/THE 3.3 %
UBER TECHNOLOGIES, INC. 3.0 %
TJX COMPANIES INC 2.6 %
Total 51.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 94.6 %
LUXEMBOURG 1.5 %
SWITZERLAND 0.7 %
SOUTH KOREA 0.6 %
IRELAND 0.3 %






HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
7.8% 18.9% 11.9% 11.7% 8.8%

Market Correlations
versus... Beta R-squared
S&P500 1.30 81%
MSCI EAFE 0.59 22%
MSCI Emg. Mkts. 0.51 19%

Technical Indicators
Recent close $102.08
30d moving avg. $103.36
Annualized volatility 18.7%
Short interest (ETF) 1.4%
Short interest (Underlying) 2.7%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 243
Turnover 1.5%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $71,781

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 959 potential alternatives to the iShares U.S. Consumer Discretionary ETF ETF based on the alternatives' overlap in portfolio holdings with IYC. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYC Expense: 40 bp ALTAR Score™: 4.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYC
Ticker Fund
Name
Overlap1
vs IYC
(%)
Expense
ratio
(bp)
Savings
vs IYC
(bp)
ALTAR
Score™
(%)
ALTAR
vs IYC
(%)
FDIS Fidelity MSCI Consumer Discretionary Index ETF 64.1 8 32 4.4 +0.5
VCR Vanguard Consumer Discretionary ETF 63.6 9 31 4.7 +0.7
GXPD Global X PureCap MSCI Consumer Discretionary ETF 58.9 25 15 3.8 -0.2
XLY The Consumer Discretionary Select Sector SPDR Fund 58.5 8 32 4.9 +0.9
RXI iShares Global Consumer Discretionary ETF 55.4 41 -1 8.2 +4.2
IEDI iShares U.S. Consumer Focused ETF 51.0 18 22 5.8 +1.8
RTH VanEck Retail ETF 37.9 35 5 5.5 +1.5
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF 35.6 40 0 6.3 +2.3
FXD First Trust Consumer Discretionary AlphaDEX Fund 32.9 61 -21 7.6 +3.6
MILN Global X Millennial Consumer ETF 32.3 50 -10 4.2 +0.2
BUYZ Franklin Disruptive Commerce ETF 31.0 50 -10 2.5 -1.5
LOGO Alpha Brands Consumption Leaders ETF 29.6 69 -29 3.1 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 27.2 50 -10 4.4 +0.4
PNQI Invesco NASDAQ Internet ETF 26.7 60 -20 3.6 -0.4
SFYF SoFi Social 50 ETF 25.4 29 11 1.0 -3.0
JGRO JPMorgan Active Growth ETF 25.0 44 -4 3.5 -0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 24.8 19 21 6.4 +2.4
FFOG Franklin Focused Growth ETF 23.4 61 -21 2.5 -1.5
FDG American Century Focused Dynamic Growth ETF 23.3 45 -5 2.1 -1.9
QGRO American Century U.S. Quality Growth ETF 22.7 29 11 3.7 -0.3
FBCG Fidelity Blue Chip Growth ETF 22.6 59 -19 2.9 -1.1
FELG Fidelity Enhanced Large Cap Growth ETF 22.6 18 22 4.7 +0.8
FDN First Trust Dow Jones Internet Index Fund 22.3 52 -12 3.3 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 22.3 9 31 5.6 +1.6
FDND FT Vest Dow Jones Internet & Target Income ETF 22.3 75 -35 3.1 -0.9
RND First Trust Bloomberg R&D Leaders ETF 21.8 60 -20 3.4 -0.6
GK AdvisorShares Gerber Kawasaki ETF 21.7 75 -35 2.6 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 21.6 12 28 4.6 +0.7
ACSI American Customer Satisfaction ETF 21.6 65 -25 5.5 +1.5
USMC Principal U.S. Mega-Cap ETF 21.5 12 28 4.4 +0.4
NBCC Neuberger Berman Next Generation Connected Consumer ETF 21.1 56 -16 2.8 -1.2
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 20.9 29 11 6.9 +3.0
TMFC Motley Fool 100 Index ETF 20.6 50 -10 3.4 -0.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 20.5 60 -20 7.8 +3.8
QTOP iShares Nasdaq Top 30 Stocks ETF 20.5 20 20 4.0 +0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 20.5 32 8 5.0 +1.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 20.5 75 -35 2.9 -1.1
CGGR Capital Group Growth ETF 20.2 39 1 3.4 -0.6
QGRW WisdomTree U.S. Quality Growth Fund 20.0 28 12 4.2 +0.2
RWL Invesco S&P 500 Revenue ETF 19.9 39 1 6.8 +2.9
AVUQ Avantis U.S. Quality ETF 19.6 15 25 4.4 +0.4
LRGE ClearBridge Large Cap Growth ESG ETF 19.3 59 -19 4.1 +0.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 19.2 75 -35 4.0 +0.1
SSPY Syntax Stratified LargeCap ETF 19.0 30 10 6.8 +2.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 18.9 15 25 4.9 +0.9
ONEQ Fidelity Nasdaq Composite Index ETF 18.9 21 19 3.7 -0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 18.9 65 -25 6.5 +2.5
IWFG IQ Winslow Focused Large Cap Growth ETF 18.8 65 -25 3.1 -0.9
AVLV Avantis U.S. Large Cap Value ETF 18.8 15 25 7.9 +3.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 18.8 7 33 5.1 +1.1
FLQL Franklin LibertyQ U.S. Equity ETF 18.5 15 25 5.4 +1.4
TOPT iShares Top 20 U.S. Stocks ETF 18.4 20 20 4.0 +0.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 18.3 30 10 4.4 +0.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 18.2 9 31 4.9 +0.9
PRXG Praxis Impact Large Cap Growth ETF 18.1 36 4 3.7 -0.3
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 17.9 60 -20 5.1 +1.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 17.9 9 31 5.3 +1.3
VUG Vanguard Growth ETF 17.7 4 36 4.1 +0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 17.7 29 11 4.7 +0.7
BGRO iShares Large Cap Growth Active ETF 17.6 55 -15 2.8 -1.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 17.5 49 -9 3.8 -0.2
ACVF American Conservative Values ETF 17.5 75 -35 4.3 +0.3
LGRO Level Four Large Cap Growth Active ETF 17.5 55 -15 4.1 +0.1
SPXN ProShares S&P 500 Ex-Financials ETF 17.4 9 31 4.9 +0.9
QQQ Invesco QQQ Trust Series I 17.4 20 20 4.1 +0.1
SCHG Schwab U.S. Large-Cap Growth ETF 17.3 4 36 3.9 -0.1
AVSU Avantis Responsible U.S. Equity ETF 17.3 15 25 5.9 +1.9
QQQM Invesco NASDAQ 100 ETF 17.3 15 25 4.2 +0.2
IBUY Amplify Online Retail ETF 17.2 65 -25 2.7 -1.3
LRND IQ U.S. Large Cap R&D Leaders ETF 17.2 14 26 5.1 +1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 17.2 15 25 4.6 +0.6
EDOW First Trust Dow 30 Equal Weight ETF 17.2 50 -10 5.5 +1.5
AVUS Avantis U.S. Equity ETF 17.1 15 25 5.7 +1.8
IWF iShares Russell 1000 Growth ETF 17.0 19 21 4.3 +0.3
IVW iShares S&P 500 Growth ETF 16.9 18 22 4.0 +0.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 16.9 4 36 4.1 +0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 16.9 19 21 5.5 +1.5
VONG Vanguard Russell 1000 Growth ETF 16.8 7 33 4.4 +0.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 16.8 15 25 4.8 +0.9
VOOG Vanguard S&P 500 Growth ETF 16.8 7 33 4.1 +0.1
EMOT First Trust S&P 500 Economic Moat ETF 16.8 60 -20 8.5 +4.5
DUNK Dana Unconstrained Equity ETF 16.8 75 -35 2.5 -1.5
SNPG Xtrackers S&P 500 Growth ESG ETF 16.8 15 25 4.6 +0.6
IUSG iShares Core S&P U.S. Growth ETF 16.7 4 36 4.2 +0.2
MBCC Monarch Blue Chips Core ETF 16.7 125 -85 4.3 +0.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 16.6 7 33 4.8 +0.8
SPXM Azoria 500 Meritocracy ETF 16.5 47 -7 4.5 +0.6
MODL VictoryShares WestEnd U.S. Sector ETF 16.5 42 -2 4.6 +0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 16.4 0 40 4.9 +0.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 16.4 20 20 5.0 +1.1
STXG Strive 1000 Growth ETF 16.4 18 22 3.8 -0.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 16.3 11 29 4.9 +0.9
FELC Fidelity Enhanced Large Cap Core ETF 16.3 18 22 5.3 +1.3
VOTE TCW Transform 500 ETF 16.2 5 35 4.9 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 16.2 36 4 4.9 +0.9
PWB Invesco Large Cap Growth ETF 16.1 56 -16 2.6 -1.4
SPXV ProShares S&P 500 Ex-Health Care ETF 16.1 9 31 4.6 +0.7
JMOM JPMorgan U.S. Momentum Factor ETF 16.0 12 28 4.6 +0.6
CAML Congress Large Cap Growth ETF 16.0 66 -26 3.6 -0.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 16.0 2 38 4.9 +1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 15.9 75 -35 5.6 +1.6
AVMC Avantis U.S. Mid Cap Equity ETF 15.9 18 22 6.9 +3.0
OALC OneAscent Large Cap Core ETF 15.9 86 -46 4.1 +0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 15.9 14 26 4.9 +0.9
IWY iShares Russell Top 200 Growth ETF 15.9 20 20 4.4 +0.5
ONLN ProShares Online Retail ETF 15.8 58 -18 2.4 -1.6
ILCG iShares Morningstar Growth ETF 15.8 4 36 3.8 -0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 15.7 25 15 5.2 +1.2
QQMG Invesco ESG NASDAQ 100 ETF 15.7 20 20 4.1 +0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 15.7 8 32 5.0 +1.0
TTAC FCF US Quality ETF 15.7 59 -19 6.0 +2.0
MGK Vanguard Mega Cap Growth ETF 15.7 7 33 4.3 +0.3
YOKE Yoke Core ETF 15.7 42 -2 5.0 +1.1
XLG Invesco S&P 500 Top 50 ETF 15.5 20 20 4.1 +0.1
TOPC iShares S&P 500 3% Capped ETF 15.5 15 25 5.1 +1.1
OEF iShares S&P 100 ETF 15.5 20 20 4.4 +0.5
JPEF JPMorgan Equity Focus ETF 15.5 50 -10 4.4 +0.4
GLBL Pacer MSCI World Industry Advantage ETF 15.4 65 -25 4.2 +0.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 15.4 12 28 7.5 +3.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 15.4 20 20 5.1 +1.1
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 15.2 60 -20 1.5 -2.5
AIEQ AI Powered Equity ETF 15.2 75 -35 4.9 +0.9
VALQ American Century U.S. Quality Value ETF 15.2 29 11 8.0 +4.1
FTC First Trust Large Cap Growth AlphaDEX Fund 15.2 59 -19 2.0 -2.0
NACP Impact Shares NAACP Minority Empowerment ETF 15.2 49 -9 4.7 +0.8
IMCG iShares Morningstar Mid-Cap Growth ETF 15.2 6 34 4.1 +0.2
IUS Invesco RAFI Strategic US ETF 15.2 19 21 6.8 +2.9
CATH Global X S&P 500 Catholic Values Custom ETF 15.1 29 11 4.7 +0.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 15.1 48 -8 6.3 +2.3
ESGV Vanguard ESG U.S. Stock ETF 15.1 9 31 4.8 +0.8
FDMO Fidelity Momentum Factor ETF 15.1 15 25 3.6 -0.4
JHML John Hancock Multifactor Large Cap ETF 15.1 29 11 5.4 +1.4
SPXE ProShares S&P 500 Ex-Energy ETF 15.1 9 31 4.8 +0.8
XRT State Street SPDR S&P Retail ETF 15.0 35 5 9.0 +5.0
FSST Fidelity Sustainable U.S. Equity ETF 15.0 59 -19 4.3 +0.3
VUSE Vident U.S. Equity Strategy ETF 14.9 50 -10 4.4 +0.4
LCLG Logan Capital Broad Innovative Growth ETF 14.9 99 -59 4.1 +0.1
XVV iShares ESG Screened S&P 500 ETF 14.9 8 32 4.8 +0.8
OGIG ALPS O'Shares Global Internet Giants ETF 14.8 48 -8 2.2 -1.8
IWR iShares Russell Midcap ETF 14.8 19 21 6.3 +2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 14.8 18 22 4.0 0.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 14.8 20 20 6.8 +2.9
THRO iShares U.S. Thematic Rotation Active ETF 14.8 90 -50 4.2 +0.2
HDUS Hartford Disciplined US Equity ETF 14.8 19 21 5.7 +1.8
NANC Unusual Whales Subversive Democratic Trading ETF 14.8 75 -35 3.6 -0.4
DSPY Tema S&P 500 Historical Weight ETF 14.7 18 22 5.2 +1.2
GGRW Gabelli Growth Innovators ETF 14.7 90 -50 2.4 -1.6
EPS WisdomTree U.S. LargeCap Fund 14.7 8 32 5.7 +1.7
SGLC SGI U.S. Large Cap Core ETF 14.6 85 -45 4.1 +0.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 14.6 20 20 4.7 +0.7
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 14.6 25 15 5.6 +1.6
DFVX Dimensional US Large Cap Vector ETF 14.6 22 18 6.4 +2.4
CHRI Global X S&P 500 Christian Values ETF 14.6 29 11 4.6 +0.6
JQUA JPMorgan U.S. Quality Factor ETF 14.5 12 28 6.0 +2.0
RVRB Reverb ETF 14.5 30 10 4.6 +0.6
DGRW WisdomTree US Quality Dividend Growth Fund 14.5 28 12 5.6 +1.6
LRGF iShares U.S. Equity Factor ETF 14.5 8 32 5.4 +1.5
ITAN Sparkline Intangible Value ETF 14.5 50 -10 6.6 +2.6
DIA SPDR Dow Jones Industrial Average ETF 14.5 16 24 5.5 +1.5
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 14.4 12 28 4.0 +0.0
RPG Invesco S&P 500 Pure Growth ETF 14.4 35 5 3.4 -0.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 14.4 9 31 6.2 +2.3
VFQY Vanguard U.S. Quality Factor ETF 14.4 13 27 6.2 +2.3
FVAL Fidelity Value Factor ETF 14.4 15 25 6.8 +2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 14.4 29 11 6.5 +2.5
ISHP First Trust Nasdaq Retail ETF 14.4 60 -20 5.5 +1.6
VO Vanguard Mid-Cap ETF 14.4 4 36 6.0 +2.0
EQWL Invesco S&P 100 Equal Weight ETF 14.3 25 15 6.2 +2.2
DANA Dana Unconstrained Equity ETF 14.3 50 -10 3.1 -0.9
IWB iShares Russell 1000 ETF 14.3 15 25 4.8 +0.9
IVV iShares Core S&P 500 ETF 14.3 3 37 4.9 +0.9
RFFC ALPS Active Equity Opportunity ETF 14.3 48 -8 4.5 +0.5
STRV Strive 500 ETF 14.3 5 35 4.8 +0.8
SPY SPDR S&P 500 ETF 14.3 9 31 4.9 +0.9
SPYM State Street SPDR Portfolio S&P 500 ETF 14.2 2 38 4.9 +0.9
DFUS Dimensional U.S. Equity ETF 14.2 9 31 4.8 +0.8
ILCB iShares Morningstar U.S. Equity ETF 14.2 3 37 4.8 +0.9
GXLC Global X U.S. 500 ETF 14.2 2 38 4.9 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 14.2 60 -20 7.5 +3.5
YALL God Bless America ETF 14.2 65 -25 4.5 +0.5
IWL iShares Russell Top 200 ETF 14.2 15 25 4.5 +0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 14.2 18 22 4.7 +0.7
ARKW ARK Next Generation Internet ETF 14.2 87 -47 0.7 -3.3
VONE Vanguard Russell 1000 ETF 14.2 7 33 4.9 +1.0
VOO Vanguard S&P 500 ETF 14.1 3 37 4.9 +0.9
TOGA Tremblant Global ETF 14.1 69 -29 2.3 -1.7
VV Vanguard Large-Cap ETF 14.0 4 36 4.8 +0.8
ADME Aptus Drawdown Managed Equity ETF 14.0 79 -39 4.0 +0.1
MGC Vanguard Mega Cap ETF 14.0 7 33 4.6 +0.6
RAUS RACWI US ETF 14.0 15 25 4.8 +0.8
IYY iShares Dow Jones U.S. ETF 13.9 20 20 4.8 +0.8
IMCB iShares Morningstar Mid-Cap ETF 13.9 4 36 6.2 +2.3
GQQQ Astoria US Quality Growth Kings ETF 13.9 35 5 4.7 +0.7
DUHP Dimensional US High Profitability ETF 13.9 21 19 6.3 +2.4
GSPY Gotham Enhanced 500 ETF 13.8 50 -10 5.1 +1.1
SCHX Schwab U.S. Large-Cap ETF 13.8 3 37 4.9 +1.0
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 13.8 3 37 5.1 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 13.8 42 -2 6.3 +2.4
FDCF Fidelity Disruptive Communications ETF 13.8 50 -10 4.2 +0.2
PBUS Invesco MSCI USA ETF 13.8 4 36 4.9 +0.9
GQI Natixis Gateway Quality Income ETF 13.8 34 6 5.0 +1.1
DFSU Dimensional US Sustainability Core 1 ETF 13.8 18 22 5.3 +1.4
SCHK Schwab 1000 Index ETF 13.7 5 35 5.0 +1.0
HLGE Hartford Longevity Economy ETF 13.7 44 -4 6.2 +2.3
IWV iShares Russell 3000 ETF 13.7 20 20 4.7 +0.8
CFA VictoryShares US 500 Volatility Wtd ETF 13.6 35 5 6.1 +2.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 13.6 40 0 6.0 +2.1
LRGC AB US Large Cap Strategic Equities ETF 13.6 48 -8 4.5 +0.5
ZECP Zacks Earnings Consistent Portfolio ETF 13.5 55 -15 4.8 +0.9
VTHR Vanguard Russell 3000 ETF 13.5 7 33 4.9 +0.9
FEX First Trust Large Cap Core AlphaDEX Fund 13.5 59 -19 5.9 +1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 13.5 3 37 4.9 +0.9
DFAU Dimensional US Core Equity Market ETF 13.5 12 28 5.0 +1.1
COWZ Pacer US Cash Cows 100 ETF 13.5 49 -9 8.7 +4.8
RSP Invesco S&P 500 Equal Weight ETF 13.5 20 20 6.8 +2.9
LVOL American Century Low Volatility ETF 13.5 29 11 5.0 +1.1
DEUS Xtrackers Russell US Multifactor ETF 13.4 17 23 6.9 +2.9
VTI Vanguard Total Stock Market ETF 13.4 3 37 4.9 +0.9
FCOM Fidelity MSCI Communication Services Index ETF 13.4 8 32 4.8 +0.8
SCHB Schwab U.S. Broad Market ETF 13.4 3 37 5.0 +1.0
APUE ActivePassive U.S. Equity ETF 13.3 45 -5 4.7 +0.7
KRMA Global X Conscious Companies ETF 13.3 43 -3 6.0 +2.0
FTGS First Trust Growth Strength ETF 13.3 60 -20 4.6 +0.6
SNPE Xtrackers S&P 500 ESG ETF 13.2 10 30 5.0 +1.0
IWP iShares Russell Mid-Cap Growth ETF 13.2 23 17 3.3 -0.7
NBDS Neuberger Berman Disrupters ETF 13.1 55 -15 0.7 -3.2
INRO iShares U.S. Industry Rotation Active ETF 13.1 42 -2 4.4 +0.4
BNGE First Trust S-Network Streaming and Gaming ETF 13.1 70 -30 2.8 -1.2
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 13.0 58 -18 4.5 +0.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 13.0 10 30 5.0 +1.0
AGRW Allspring LT Large Growth ETF 13.0 35 5 3.6 -0.4
FDLO Fidelity Low Volatility Factor ETF 13.0 15 25 5.5 +1.6
JOET Virtus Terranova US Quality Momentum ETF 13.0 29 11 4.9 +0.9
SPGP Invesco S&P 500 GARP ETF 12.9 34 6 6.8 +2.8
BUZZ VanEck Social Sentiment ETF 12.9 75 -35 -1.0 -5.0
KLMN Invesco MSCI North America Climate ETF 12.8 9 31 5.0 +1.0
DCOR Dimensional US Core Equity 1 ETF 12.8 14 26 5.4 +1.4
JGLO JPMorgan Global Select Equity ETF 12.8 33 7 5.0 +1.0
SIZE iShares MSCI USA Size Factor ETF 12.8 15 25 6.1 +2.2
QUAL iShares MSCI USA Quality Factor ETF 12.7 15 25 5.5 +1.6
VOX Vanguard Communication Services ETF 12.7 9 31 4.9 +1.0
DEMZ Democratic Large Cap Core ETF 12.6 45 -5 4.4 +0.5
GXPC Global X PureCap MSCI Communication Services ETF 12.6 25 15 4.9 +1.0
FDTX Fidelity Disruptive Technology ETF 12.6 50 -10 2.5 -1.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 12.6 35 5 4.2 +0.2
MTUM iShares MSCI USA Momentum Factor ETF 12.6 15 25 3.7 -0.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 12.6 10 30 4.3 +0.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 12.5 20 20 8.2 +4.3
AVMV Avantis U.S. Mid Cap Value ETF 12.5 20 20 9.1 +5.1
FTXR First Trust Nasdaq Transportation ETF 12.4 60 -20 8.6 +4.7
GVIP Goldman Sachs Hedge Industry VIP ETF 12.4 45 -5 3.2 -0.8
FMDE Fidelity Enhanced Mid Cap ETF 12.4 23 17 5.9 +2.0
XMAG Defiance Large Cap ex-Mag 7 ETF 12.4 35 5 5.2 +1.2
SPMO Invesco S&P 500 Momentum ETF 12.4 13 27 3.9 -0.1
JVAL JPMorgan U.S. Value Factor ETF 12.3 12 28 8.0 +4.0
ILCV iShares Morningstar Value ETF 12.3 4 36 6.4 +2.4
ARKK ARK Innovation ETF 12.3 75 -35 -2.5 -6.4
KOKU Xtrackers MSCI Kokusai Equity ETF 12.3 9 31 5.1 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 12.3 9 31 6.3 +2.3
ESGU iShares ESG Aware MSCI USA ETF 12.3 15 25 4.7 +0.7
XNTK State Street SPDR NYSE Technology ETF 12.1 35 5 3.6 -0.4
IWS iShares Russell Mid-Cap Value ETF 12.1 23 17 7.2 +3.3
CHGX AXS Change Finance ESG ETF 12.1 49 -9 5.2 +1.3
XLC The Communication Services Select Sector SPDR Fund 12.1 8 32 5.7 +1.7
AFLG First Trust Active Factor Large Cap ETF 12.1 55 -15 6.4 +2.4
PCGG Polen Capital Global Growth ETF 12.0 85 -45 4.1 +0.1
RECS Columbia Research Enhanced Core ETF 12.0 15 25 5.8 +1.8
FNDX Schwab Fundamental US Large Co. Index ETF 12.0 25 15 7.3 +3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 12.0 20 20 6.6 +2.6
QLC FlexShares US Quality Large Cap Index Fund 12.0 25 15 5.3 +1.3
STOX Horizon Core Equity ETF 11.9 70 -30 4.1 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 11.9 42 -2 5.3 +1.3
SFTY Horizon Managed Risk ETF 11.9 77 -37 4.1 +0.1
IMCV iShares Morningstar Mid-Cap Value ETF 11.9 6 34 8.3 +4.3
GINN Goldman Sachs Innovate Equity ETF 11.9 52 -12 3.6 -0.3
SPHQ Invesco S&P 500 Quality ETF 11.9 15 25 5.6 +1.7
ABIG Argent Large Cap ETF 11.8 49 -9 5.3 +1.3
VOT Vanguard Mid-Cap Growth ETF 11.8 7 33 3.4 -0.5
NULG Nuveen ESG Large-Cap Growth ETF 11.7 26 14 3.4 -0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 11.7 11 29 5.0 +1.1
PRF Invesco FTSE RAFI US 1000 ETF 11.7 39 1 6.8 +2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 11.6 64 -24 1.1 -2.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 11.6 10 30 4.4 +0.4
BKWO BNY Mellon Women's Opportunities ETF 11.6 50 -10 3.7 -0.3
FNDB Schwab Fundamental US Broad Market Index ETF 11.6 25 15 7.4 +3.4
DFAC Dimensional U.S. Core Equity 2 ETF 11.6 17 23 5.6 +1.6
IXP iShares Global Comm Services ETF 11.5 42 -2 5.9 +2.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 11.5 40 0 5.9 +1.9
GRNY Fundstrat Granny Shots US Large Cap ETF 11.4 75 -35 2.6 -1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 11.3 7 33 7.8 +3.8
FDWM Fidelity Women's Leadership ETF 11.3 59 -19 4.9 +0.9
POWA Invesco Bloomberg Pricing Power ETF 11.3 40 0 5.9 +2.0
OND ProShares On-Demand ETF 11.2 58 -18 -0.5 -4.5
SNPV Xtrackers S&P 500 Value ESG ETF 11.2 15 25 7.0 +3.0
XOEF iShares S&P 500 ex S&P 100 ETF 11.1 20 20 5.7 +1.7
IWD iShares Russell 1000 Value ETF 11.1 19 21 6.5 +2.5
SFY SoFi Select 500 ETF 11.1 0 40 4.4 +0.4
VNSE Natixis Vaughan Nelson Select ETF 11.1 80 -40 4.7 +0.7
IVE iShares S&P 500 Value ETF 11.1 18 22 6.2 +2.2
SPYV State Street SPDR Portfolio S&P 500 Value ETF 11.1 4 36 6.3 +2.3
WRND IQ Global Equity R&D Leaders ETF 11.0 18 22 7.6 +3.6
VONV Vanguard Russell 1000 Value ETF 11.0 7 33 6.6 +2.6
IUSV iShares Core S&P US Value ETF 11.0 4 36 6.4 +2.5
VOOV Vanguard S&P 500 Value ETF 11.0 7 33 6.3 +2.3
ARKQ ARK Autonomous Technology & Robotics ETF 11.0 75 -35 1.1 -2.9
DAK Dakota Active Equity ETF 10.9 43 -3 4.5 +0.5
SUSL iShares ESG MSCI USA Leaders ETF 10.9 10 30 4.9 +1.0
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 10.9 8 32 6.2 +2.2
VDC Vanguard Consumer Staples ETF 10.9 9 31 6.2 +2.2
TOK iShares MSCI Kokusai ETF 10.9 26 14 5.0 +1.0
FQAL Fidelity Quality Factor ETF 10.9 15 25 5.7 +1.8
EBI Longview Advantage ETF 10.8 35 5 6.7 +2.8
PTL Inspire 500 ETF 10.8 9 31 5.4 +1.4
VSLU Applied Finance Valuation Large Cap ETF 10.8 49 -9 5.7 +1.7
AIQ Global X Artificial Intelligence & Technology ETF 10.8 68 -28 3.6 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 10.8 12 28 6.6 +2.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 10.7 30 10 8.2 +4.2
HUMN Roundhill Humanoid Robotics ETF 10.7 75 -35 1.8 -2.2
DXUV Dimensional US Vector Equity ETF 10.7 28 12 6.2 +2.2
ROUS Hartford Multifactor US Equity ETF 10.6 19 21 7.0 +3.0
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 10.6 5 35 8.2 +4.2
IWX iShares Russell Top 200 Value ETF 10.6 20 20 6.1 +2.1
GXPS Global X PureCap MSCI Consumer Staples ETF 10.6 25 15 5.6 +1.6
KXI iShares Global Consumer Staples ETF 10.6 41 -1 5.8 +1.8
XLP The Consumer Staples Select Sector SPDR Fund 10.6 8 32 6.5 +2.5
BUL Pacer US Cash Cows Growth ETF 10.6 60 -20 5.2 +1.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 10.5 79 -39 6.2 +2.2
SCHV Schwab U.S. Large-Cap Value ETF 10.5 4 36 6.8 +2.8
DSI iShares MSCI KLD 400 Social ETF 10.4 25 15 4.8 +0.9
WUGI AXS Esoterica NextG Economy ETF 10.4 75 -35 2.3 -1.7
JEPI JPMorgan Equity Premium Income ETF 10.3 35 5 5.8 +1.8
URTH iShares MSCI World ETF 10.3 24 16 5.0 +1.0
VOE Vanguard Mid-Cap Value ETF 10.3 7 33 7.8 +3.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 10.3 25 15 6.0 +2.0
TEXN iShares Texas Equity ETF 10.2 20 20 6.1 +2.1
FFND Future Fund Active ETF 10.2 100 -60 3.8 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 10.2 13 27 3.0 -0.9
RAFE PIMCO RAFI ESG U.S. ETF 10.2 29 11 7.0 +3.0
GLOF iShares Global Equity Factor ETF 10.1 20 20 6.7 +2.7
NULV Nuveen ESG Large-Cap Value ETF 10.1 26 14 6.4 +2.4
RVER Trenchless Fund ETF 10.0 65 -25 3.0 -1.0
LCF Touchstone US Large Cap Focused ETF 10.0 69 -29 4.2 +0.3
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 10.0 15 25 4.1 +0.2
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.0 15 25 8.2 +4.3
TMFG Motley Fool Global Opportunities ETF 9.9 85 -45 4.1 +0.1
NULC Nuveen ESG Large-Cap ETF 9.8 21 19 4.7 +0.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 9.8 15 25 5.7 +1.7
ROE Astoria US Quality Kings ETF 9.8 49 -9 6.9 +2.9
ONEY State Street SPDR Russell 1000 Yield Focus ETF 9.8 20 20 10.3 +6.4
REVS Columbia Research Enhanced Value ETF 9.7 19 21 7.9 +3.9
HGRO Hedgeye Quality Growth ETF 9.7 70 -30 3.3 -0.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 9.7 56 -16 6.3 +2.3
SUSA iShares MSCI USA ESG Select ETF 9.7 25 15 4.7 +0.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 9.7 49 -9 4.4 +0.4
EQRR ProShares Equities for Rising Rates ETF 9.7 35 5 7.9 +3.9
FFLC Fidelity Fundamental Large Cap Core ETF 9.7 38 2 4.5 +0.6
FTCS First Trust Capital Strength ETF 9.7 55 -15 5.9 +1.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 9.7 75 -35 7.7 +3.7
FLDZ RiverNorth Patriot ETF 9.6 75 -35 6.4 +2.5
PRXV Praxis Impact Large Cap Value ETF 9.6 36 4 6.8 +2.8
SPHB Invesco S&P 500 High Beta ETF 9.6 25 15 5.0 +1.1
USMF WisdomTree U.S. Multifactor Fund 9.5 28 12 7.4 +3.4
RAYD Rayliant Quantitative Developed Market Equity ETF 9.5 80 -40 4.4 +0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.5 10 30 5.2 +1.3
ALTL Pacer Lunt Large Cap Alternator ETF 9.5 60 -20 4.7 +0.7
IQM Franklin Intelligent Machines ETF 9.5 50 -10 2.0 -2.0
PFM Invesco Dividend Achievers ETF 9.5 53 -13 5.4 +1.4
VFMF Vanguard U.S. Multifactor ETF 9.4 18 22 7.9 +3.9
RJMG FT Raymond James Multicap Growth Equity ETF 9.4 85 -45 3.0 -1.0
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 9.4 12 28 6.1 +2.1
EQIN Columbia US Equity Income ETF 9.4 35 5 6.8 +2.8
FDRR Fidelity Dividend ETF for Rising Rates 9.4 15 25 6.9 +3.0
GGME Invesco Next Gen Media and Gaming ETF 9.3 60 -20 4.6 +0.7
VYM Vanguard High Dividend Yield Index ETF 9.3 6 34 7.1 +3.2
ULVM VictoryShares US Value Momentum ETF 9.3 20 20 7.4 +3.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 9.2 20 20 4.8 +0.8
FELV Fidelity Enhanced Large Cap Value ETF 9.2 18 22 6.8 +2.8
TIME Clockwise Core Equity & Innovation ETF 9.2 95 -55 3.9 -0.1
CGUS Capital Group Core Equity ETF 9.2 33 7 4.4 +0.4
ACWI iShares MSCI ACWI ETF 9.1 32 8 5.4 +1.4
PSET Principal Quality ETF 9.1 15 25 5.4 +1.4
PEXL Pacer US Export Leaders ETF 9.1 60 -20 4.7 +0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 9.1 45 -5 4.4 +0.5
DIVN Horizon Dividend Income ETF 9.1 70 -30 8.0 +4.1
STXD Strive 1000 Dividend Growth ETF 9.1 35 5 5.0 +1.0
MAGA Point Bridge America First ETF 9.1 72 -32 6.4 +2.4
VIG Vanguard Dividend Appreciation ETF 9.1 5 35 5.6 +1.6
BLCR iShares Large Cap Core Active ETF 9.0 36 4 3.5 -0.4
AOTG AOT Growth and Innovation ETF 9.0 75 -35 2.0 -2.0
BELT iShares Long-Term U.S. Equity Active ETF 9.0 75 -35 3.2 -0.8
GURU Global X Guru Index ETF 9.0 75 -35 3.1 -0.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 9.0 15 25 6.7 +2.7
KLMT Invesco MSCI Global Climate 500 ETF 9.0 10 30 5.6 +1.6
IETC iShares U.S. Tech Independence Focused ETF 9.0 18 22 3.7 -0.3
VB Vanguard Small-Cap ETF 9.0 5 35 6.2 +2.2
EBIZ Global X E-Commerce ETF 8.9 50 -10 4.0 +0.1
JAVA JPMorgan Active Value ETF 8.9 44 -4 6.4 +2.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.9 65 -25 2.3 -1.7
IOO iShares Global 100 ETF 8.8 41 -1 4.6 +0.6
VTV Vanguard Value ETF 8.8 4 36 6.9 +2.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 8.8 20 20 5.5 +1.5
BRIF FIS Bright Portfolios Focused Equity ETF 8.7 65 -25 4.6 +0.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 8.6 60 -20 5.3 +1.3
USSE Segall Bryant & Hamill Select Equity ETF 8.6 65 -25 4.2 +0.2
VT Vanguard Total World Stock ETF 8.5 6 34 5.7 +1.8
HLAL Wahed FTSE USA Shariah ETF 8.5 50 -10 4.7 +0.7
USXF iShares ESG Advanced MSCI USA ETF 8.5 10 30 4.8 +0.8
STRN SMART Trend 25 ETF 8.5 59 -19 2.3 -1.7
INCE Franklin Income Equity Focus ETF 8.5 29 11 5.9 +2.0
MGV Vanguard Mega Cap Value ETF 8.5 7 33 6.5 +2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 8.4 9 31 5.5 +1.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 8.4 80 -40 6.9 +2.9
ITB iShares U.S. Home Construction ETF 8.4 40 0 12.1 +8.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.4 35 5 6.2 +2.3
SMOG VanEck Low Carbon Energy ETF 8.4 61 -21 1.5 -2.5
CCMG CCM Global Equity ETF 8.3 34 6 8.2 +4.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 8.3 12 28 5.1 +1.1
METV Roundhill Ball Metaverse ETF 8.3 59 -19 8.9 +4.9
VFMV Vanguard U.S. Minimum Volatility ETF 8.3 13 27 5.9 +2.0
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 8.3 58 -18 -1.9 -5.9
FTA First Trust Large Cap Value AlphaDEX Fund 8.3 59 -19 9.1 +5.1
TECB iShares U.S. Tech Breakthrough Multisector ETF 8.2 40 0 3.9 -0.1
OPTZ Optimize Strategy Index ETF 8.2 50 -10 4.8 +0.8
BCOR Grayscale Bitcoin Adopters ETF 8.2 59 -19 2.1 -1.8
SAMT Strategas Macro Thematic Opportunities ETF 8.2 65 -25 2.5 -1.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 8.1 7 33 5.9 +1.9
SCHM Schwab U.S. Mid-Cap ETF 8.1 4 36 7.1 +3.2
FAB First Trust Multi Cap Value AlphaDEX Fund 8.1 67 -27 10.2 +6.2
DTD WisdomTree U.S. Total Dividend Fund 8.1 28 12 6.4 +2.4
XHB State Street SPDR S&P Homebuilders ETF 8.1 35 5 11.5 +7.5
DGT State Street SPDR Global Dow ETF 8.0 50 -10 6.6 +2.6
BEEZ Honeytree U.S. Equity ETF 8.0 64 -24 4.0 +0.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 8.0 39 1 -1.3 -5.2
SFYX SoFi Next 500 ETF 8.0 0 40 6.0 +2.0
FLRG Fidelity U.S. Multifactor ETF 7.9 15 25 7.0 +3.0
HOMZ Hoya Capital Housing ETF 7.9 30 10 9.8 +5.9
LOWV AB US Low Volatility Equity ETF 7.9 48 -8 5.3 +1.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 7.8 52 -12 5.7 +1.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.8 58 -18 5.7 +1.7
XPND First Trust Expanded Technology ETF 7.8 65 -25 3.7 -0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 7.8 28 12 6.0 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 7.8 20 20 7.2 +3.2
ANEW ProShares MSCI Transformational Changes ETF 7.8 45 -5 5.2 +1.3
SMMD iShares Russell 2500 ETF 7.8 15 25 6.9 +3.0
AESR Anfield U.S. Equity Sector Rotation ETF 7.7 108 -68 3.7 -0.3
USMV iShares MSCI USA Min Vol Factor ETF 7.7 15 25 5.8 +1.9
MAVF Matrix Advisors Value ETF 7.7 75 -35 6.0 +2.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.6 39 1 2.8 -1.2
GDIV Harbor Dividend Growth Leaders ETF 7.6 50 -10 5.3 +1.3
VXF Vanguard Extended Market ETF 7.6 5 35 4.7 +0.8
SPVU Invesco S&P 500 Enhanced Value ETF 7.6 13 27 10.2 +6.2
STXV Strive 1000 Value ETF 7.6 18 22 8.3 +4.3
DFLV Dimensional US Large Cap Value ETF 7.5 22 18 7.7 +3.7
GOP Unusual Whales Subversive Republican Trading ETF 7.5 50 -10 5.4 +1.5
BDIV AAM Brentview Dividend Growth ETF 7.5 49 -9 4.6 +0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 7.5 55 -15 4.0 +0.0
AUSF Global X Adaptive U.S. Factor ETF 7.5 27 13 9.3 +5.3
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 7.4 60 -20 10.4 +6.5
LGCF Themes US Cash Flow Champions ETF 7.4 30 10 8.2 +4.3
DGRO iShares Core Dividend Growth ETF 7.4 8 32 6.7 +2.7
DARP Grizzle Growth ETF 7.4 75 -35 2.7 -1.2
TXS Texas Capital Texas Equity Index ETF 7.4 49 -9 6.0 +2.0
VERS ProShares Metaverse ETF 7.3 58 -18 0.2 -3.8
EV Mast Global Battery Recycling & Production ETF 7.3 65 -25 6.7 +2.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.3 4 36 6.1 +2.1
ABFL Abacus FCF Leaders ETF 7.3 59 -19 5.0 +1.0
VLUE iShares MSCI USA Value Factor ETF 7.2 15 25 9.0 +5.0
QDEF FlexShares Quality Dividend Defensive Index Fund 7.2 37 3 6.2 +2.3
DSTL Distillate US Fundamental Stability & Value ETF 7.2 39 1 8.8 +4.8
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.2 25 15 5.6 +1.6
SPLV Invesco S&P 500 Low Volatility ETF 7.2 25 15 5.6 +1.6
GVLU Gotham 1000 Value ETF 7.2 50 -10 9.1 +5.1
BEDZ AdvisorShares Hotel ETF 7.2 100 -60 7.3 +3.3
BFOR ALPS Barron's 400 ETF 7.2 65 -25 6.0 +2.1
KOCG FIS Knights of Columbus Global Belief ETF 7.2 75 -35 4.8 +0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 7.2 18 22 7.9 +3.9
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 7.1 40 0 7.6 +3.6
AWAY ETFMG Travel Tech ETF 7.1 76 -36 -0.1 -4.1
ASLV Allspring Special Large Value ETF 7.1 35 5 6.7 +2.7
QDF FlexShares Quality Dividend Index Fund 7.1 37 3 6.3 +2.4
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 7.1 49 -9 3.7 -0.3
ISCB iShares Morningstar Small-Cap ETF 7.0 4 36 6.3 +2.3
DUSA Davis Select U.S. Equity ETF 7.0 61 -21 7.6 +3.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.0 70 -30 5.1 +1.1
DVND Touchstone Dividend Select ETF 7.0 67 -27 5.7 +1.7
CRTC Xtrackers US National Critical Technologies ETF 6.9 35 5 4.7 +0.8
EZM WisdomTree U.S. MidCap Fund 6.9 38 2 8.9 +4.9
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 6.8 49 -9 6.1 +2.2
VSDA VictoryShares Dividend Accelerator ETF 6.8 35 5 7.5 +3.5
DFUV Dimensional US Marketwide Value ETF 6.8 22 18 7.5 +3.6
BATT Amplify Lithium & Battery Technology ETF 6.8 59 -19 2.7 -1.2
PDP Invesco Dorsey Wright Momentum ETF 6.8 62 -22 2.0 -2.0
VFVA Vanguard U.S. Value Factor ETF 6.8 13 27 11.0 +7.0
DIVL Madison Dividend Value ETF 6.7 65 -25 6.0 +2.1
RDVY First Trust Rising Dividend Achievers ETF 6.7 50 -10 6.4 +2.4
SAMM Strategas Macro Momentum ETF 6.7 66 -26 2.3 -1.7
DFNV Donoghue Forlines Innovation ETF 6.7 69 -29 4.3 +0.3
SPMV Invesco S&P 500 Minimum Variance ETF 6.7 10 30 5.7 +1.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.7 24 16 8.3 +4.3
AGIQ Sofi Agentic AI ETF 6.7 69 -29 1.8 -2.2
LEAD Siren DIVCON Leaders Dividend ETF 6.6 43 -3 4.4 +0.4
QLTY GMO U.S. Quality ETF 6.6 50 -10 4.6 +0.7
RPV Invesco S&P 500 Pure Value ETF 6.6 35 5 10.4 +6.4
ESML iShares ESG Aware MSCI USA Small-Cap ETF 6.6 17 23 6.0 +2.0
FBOT Fidelity Disruptive Automation ETF 6.6 50 -10 3.4 -0.6
QWLD SPDR MSCI World StrategicFactors ETF 6.6 30 10 5.8 +1.9
CARZ First Trust NASDAQ Global Auto Index Fund 6.6 70 -30 4.2 +0.2
PY Principal Value ETF 6.6 15 25 7.3 +3.4
EVUS iShares ESG Aware MSCI USA Value ETF 6.5 18 22 6.6 +2.6
QBIG Invesco Top QQQ ETF 6.5 29 11 0.0 -4.0
DURA VanEck Durable High Dividend ETF 6.5 29 11 7.6 +3.6
LST Leuthold Select Industries ETF 6.4 91 -51 5.3 +1.4
NUDV Nuveen ESG Dividend ETF 6.3 26 14 7.7 +3.7
STXM Strive Mid-Cap ETF 6.3 18 22 6.5 +2.5
FPAG FPA Global Equity ETF 6.3 49 -9 5.8 +1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 6.3 45 -5 2.5 -1.5
BGDV Bahl & Gaynor Dividend ETF 6.3 45 -5 4.8 +0.8
QQLV Invesco QQQ Low Volatility ETF 6.3 25 15 4.8 +0.8
SCHD Schwab US Dividend Equity ETF 6.2 6 34 10.2 +6.2
CGGO Capital Group Global Growth Equity ETF 6.2 47 -7 4.2 +0.2
PKW Invesco Buyback Achievers ETF 6.2 62 -22 8.2 +4.3
BLCV iShares Large Cap Value Active ETF 6.2 53 -13 7.6 +3.6
RGEF Rockefeller Global Equity ETF 6.1 55 -15 4.6 +0.6
HDV iShares Core High Dividend ETF 6.1 8 32 7.2 +3.3
WTV WisdomTree US Value Fund of Benef Interest 6.1 12 28 9.1 +5.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.1 18 22 5.9 +1.9
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.1 52 -12 6.3 +2.3
QUVU Hartford Quality Value ETF 6.0 46 -6 7.6 +3.6
VBR Vanguard Small Cap Value ETF 6.0 7 33 9.2 +5.3
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.0 27 13 7.3 +3.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.0 40 0 6.1 +2.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.0 60 -20 4.2 +0.2
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 6.0 45 -5 1.3 -2.6
ERTH Invesco MSCI Sustainable Future ETF 6.0 62 -22 3.3 -0.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 6.0 29 11 7.5 +3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.9 24 16 7.6 +3.7
ARKF ARK Fintech Innovation ETF 5.9 75 -35 0.2 -3.8
VFLO VictoryShares Free Cash Flow ETF 5.9 39 1 10.3 +6.3
TMDV ProShares Russell US Dividend Growers ETF 5.8 35 5 7.1 +3.1
FUNL CornerCap Fundametrics Large-Cap ETF 5.8 50 -10 7.2 +3.3
SURE AdvisorShares Insiders Advantage ETF 5.8 90 -50 9.9 +5.9
QLV FlexShares US Quality Low Volatility Index Fund 5.8 22 18 5.8 +1.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 5.8 35 5 6.4 +2.4
USCF Themes US Cash Flow Champions ETF 5.7 29 11 8.7 +4.8
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 8.9 +4.9
ETHO Etho Climate Leadership U.S. ETF 5.7 47 -7 5.6 +1.7
DIVB iShares Core Dividend ETF 5.7 5 35 8.4 +4.4
ICAP InfraCap Equity Income Fund ETF 5.7 171 -131 4.8 +0.8
VIS Vanguard Industrials ETF 5.6 9 31 4.5 +0.6
IJH iShares Core S&P Mid-Cap ETF 5.6 5 35 7.4 +3.4
MDY SPDR S&P Midcap 400 ETF Trust 5.6 24 16 7.2 +3.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 5.6 3 37 7.3 +3.4
IVOO Vanguard S&P Mid-Cap 400 ETF 5.6 7 33 7.4 +3.4
FSMD Fidelity Small-Mid Multifactor ETF 5.5 15 25 7.0 +3.0
DRIV Global X Autonomous & Electric Vehicles ETF 5.5 68 -28 4.6 +0.6
CGDV Capital Group Dividend Value ETF 5.5 33 7 4.6 +0.7
BEEX BeeHive ETF 5.5 84 -44 4.3 +0.4
BGIG Bahl & Gaynor Income Growth ETF 5.5 45 -5 5.2 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 5.4 60 -20 7.0 +3.1
DFAS Dimensional U.S. Small Cap ETF 5.4 26 14 6.8 +2.8
IDRV iShares Self-driving EV & Tech ETF 5.4 47 -7 1.3 -2.6
CSTK Invesco Comstock Contrarian Equity ETF 5.3 35 5 7.0 +3.1
ACES ALPS Clean Energy ETF 5.3 55 -15 -2.5 -6.5
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 5.3 60 -20 6.6 +2.6
MOAT VanEck Morningstar Wide Moat ETF 5.3 46 -6 6.4 +2.4
ISCV iShares Morningstar Small Cap Value ETF 5.3 6 34 9.5 +5.5
SMLF iShares U.S. SmallCap Equity Factor ETF 5.3 15 25 6.0 +2.0
XJH iShares ESG Screened S&P Mid-Cap ETF 5.3 12 28 7.3 +3.3
ARVR First Trust Indxx Metaverse ETF 5.3 70 -30 4.1 +0.1
XLI The Industrial Select Sector SPDR Fund 5.2 8 32 4.4 +0.5
RWK Invesco S&P MidCap 400 Revenue ETF 5.2 39 1 9.9 +5.9
RCGE RockCreek Global Equality ETF 5.2 95 -55 6.7 +2.7
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.2 15 25 9.1 +5.1
ACWV iShares MSCI Global Min Vol Factor ETF 5.1 20 20 6.0 +2.0
MOTO SmartETFs Smart Transportation & Technology ETF 5.1 68 -28 6.5 +2.6
JHDV John Hancock U.S. High Dividend ETF 5.1 34 6 6.7 +2.8
CLOD Themes Cloud Computing ETF 5.1 35 5 3.4 -0.5
USRD Themes US R&D Champions ETF 5.0 29 11 4.7 +0.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 5.0 15 25 7.4 +3.4
HKND Humankind US Stock ETF 5.0 11 29 7.3 +3.3
LRNZ TrueShares Technology, AI & Deep Learning ETF 5.0 69 -29 -0.8 -4.7
DON WisdomTree U.S. MidCap Dividend Fund 4.9 38 2 9.3 +5.3
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.8 25 15 12.5 +8.5
ABOT Abacus FCF Innovation Leaders ETF 4.8 69 -29 5.1 +1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 4.8 15 25 6.2 +2.2
SMOT VanEck Morningstar SMID Moat ETF 4.8 49 -9 6.9 +2.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.8 85 -45 7.9 +4.0
XT iShares Exponential Technologies ETF 4.8 46 -6 4.6 +0.7
IYT iShares US Transportation ETF 4.8 40 0 5.3 +1.3
XITK State Street SPDR FactSet Innovative Technology ETF 4.7 45 -5 -0.0 -4.0
PRAY FIS Christian Stock Fund 4.7 69 -29 5.1 +1.2
SDY State Street SPDR S&P Dividend ETF 4.7 35 5 6.9 +2.9
PKB Invesco Building & Construction ETF 4.7 62 -22 4.3 +0.3
FIDU Fidelity MSCI Industrial Index ETF 4.6 8 32 4.5 +0.5
WLDR Affinity World Leaders Equity ETF 4.6 67 -27 7.2 +3.2
PEJ Invesco Leisure and Entertainment ETF 4.5 58 -18 1.1 -2.9
SEMG Suncoast Select Growth ETF 4.5 60 -20 4.4 +0.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 4.5 65 -25 8.1 +4.1
LOUP Innovator Deepwater Frontier Tech ETF 4.5 70 -30 1.2 -2.8
SRHQ SRH U.S. Quality ETF 4.5 35 5 7.6 +3.6
BOTT Themes Robotics & Automation ETF 4.5 35 5 -1.3 -5.2
FBCV Fidelity Blue Chip Value ETF 4.5 59 -19 7.5 +3.5
TMFX Motley Fool Next Index ETF 4.4 50 -10 3.3 -0.7
KAT Scharf ETF 4.4 87 -47 5.8 +1.8
SPDV AAM S&P 500 High Dividend Value ETF 4.3 29 11 12.1 +8.2
QQQJ Invesco NASDAQ Next Gen 100 ETF 4.3 15 25 4.8 +0.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 4.3 60 -20 6.3 +2.3
VBK Vanguard Small-Cap Growth ETF 4.3 7 33 1.8 -2.2
XTN State Street SPDR S&P Transportation ETF 4.3 35 5 4.4 +0.4
TRFM AAM Transformers ETF 4.2 49 -9 1.2 -2.8
KARS KraneShares Electric Vehicles & Future Mobility Index ETF 4.2 72 -32 -1.3 -5.2
ISCG iShares Morningstar Small-Cap Growth ETF 4.2 6 34 3.0 -1.0
SPVM Invesco S&P 500 Value with Momentum ETF 4.2 39 1 7.6 +3.6
TAX Cambria Tax Aware ETF 4.2 49 -9 6.1 +2.2
SDOG ALPS Sector Dividend Dogs ETF 4.2 36 4 9.8 +5.8
ARKX ARK Space Exploration & Innovation ETF 4.2 75 -35 0.2 -3.8
FDVV Fidelity High Dividend ETF 4.2 15 25 7.7 +3.7
VEGN US Vegan Climate ETF 4.2 60 -20 4.5 +0.6
SWP SWP Growth & Income ETF 4.1 99 -59 4.2 +0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 4.1 17 23 5.9 +2.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 4.1 15 25 6.0 +2.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.1 10 30 6.0 +2.0
SKYY First Trust Cloud Computing ETF 4.1 60 -20 2.9 -1.1
EATZ AdvisorShares Restaurant ETF 4.0 101 -61 8.1 +4.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 4.0 15 25 8.1 +4.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 4.0 65 -25 3.8 -0.2
AGQI First Trust Active Global Quality Income ETF 4.0 85 -45 4.6 +0.6
SXQG ETC 6 Meridian Quality Growth ETF 4.0 100 -60 4.9 +0.9
JETS U.S. Global Jets ETF 3.9 60 -20 3.3 -0.7
XDAT Franklin Exponential Data ETF 3.9 50 -10 2.3 -1.7
CHAT Roundhill Generative AI & Technology ETF 3.9 75 -35 7.4 +3.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 3.9 20 20 4.4 +0.5
EXI iShares Global Industrials ETF 3.9 42 -2 4.3 +0.4
IGM iShares Expanded Tech Sector ETF 3.9 41 -1 3.8 -0.2
AFOS ARS Focused Opportunities Strategy ETF 3.8 45 -5 3.1 -0.9
WISE Themes Generative Artificial Intelligence ETF 3.8 35 5 -0.4 -4.4
FNDA Schwab Fundamental US Small Co. Index ETF 3.8 25 15 9.0 +5.0
MBOX Freedom Day Dividend ETF 3.8 39 1 7.8 +3.9
BLES Inspire Global Hope ETF 3.7 61 -21 6.8 +2.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 3.7 35 5 7.2 +3.2
LIT Global X Lithium & Battery Tech ETF 3.7 75 -35 4.6 +0.7
CLNR IQ Cleaner Transport ETF 3.6 45 -5 5.0 +1.0
FCPI Fidelity Stocks for Inflation ETF 3.6 15 25 7.8 +3.9
SCHA Schwab U.S. Small-Cap ETF 3.6 4 36 6.3 +2.4
WCEO Hypatia Women CEO ETF 3.6 85 -45 3.1 -0.9
CZAR Themes Natural Monopoly ETF 3.6 35 5 5.7 +1.7
DWLD Davis Select Worldwide ETF 3.5 63 -23 7.2 +3.3
FVD First Trust Value Line Dividend Index Fund 3.5 65 -25 6.3 +2.3
RSPN Invesco S&P 500 Equal Weight Industrials ETF 3.5 40 0 5.3 +1.3
HAPY Harbor Human Capital Factor Unconstrained ETF 3.5 50 -10 5.8 +1.8
AFMC First Trust Active Factor Mid Cap ETF 3.5 65 -25 8.4 +4.4
ETEC iShares Breakthrough Environmental Solutions ETF 3.5 47 -7 3.5 -0.5
JSTC Adasina Social Justice All Cap Global ETF 3.4 89 -49 5.1 +1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 3.4 70 -30 2.2 -1.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 3.3 20 20 2.8 -1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.9 +3.9
TMAT Main Thematic Innovation ETF 3.3 164 -124 -1.5 -5.5
PWV Invesco Large Cap Value ETF 3.3 55 -15 7.6 +3.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.3 61 -21 2.0 -2.0
YLDE ClearBridge Dividend Strategy ESG ETF 3.2 60 -20 5.8 +1.8
QVAL Alpha Architect US Quantitative Value ETF 3.2 39 1 9.8 +5.8
IJJ iShares S&P Mid-Cap 400 Value ETF 3.2 18 22 8.8 +4.8
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.2 15 25 8.8 +4.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.2 10 30 8.9 +5.0
NUMV Nuveen ESG Mid-Cap Value ETF 3.1 31 9 7.0 +3.0
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 31 9 2.6 -1.4
LYLD Cambria Large Cap Shareholder Yield ETF 3.1 59 -19 9.9 +6.0
IVRS iShares Future Metaverse Tech and Communications ETF 3.1 47 -7 3.2 -0.8
CALF Pacer US Small Cap Cash Cows 100 ETF 3.1 59 -19 10.6 +6.7
MDLV Morgan Dempsey Large Cap Value ETF 3.0 58 -18 7.4 +3.4
WFH Direxion Work From Home ETF 3.0 45 -5 3.7 -0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.0 49 -9 4.8 +0.8
MOTG VanEck Morningstar Global Wide Moat ETF 3.0 52 -12 8.8 +4.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.0 35 5 7.9 +3.9
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 3.0 39 1 4.4 +0.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.0 38 2 7.8 +3.9
VAMO Cambria Value & Momentum ETF 2.9 61 -21 6.5 +2.5
ODDS Pacer BlueStar Digital Entertainment ETF 2.9 60 -20 2.7 -1.3
RUNN Running Oak Efficient Growth ETF 2.9 58 -18 5.2 +1.2
RNIN Bushido Capital US SMID Cap Equity ETF 2.9 70 -30 12.8 +8.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.8 70 -30 11.1 +7.1
ARTY iShares Future AI & Tech ETF 2.8 47 -7 3.5 -0.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.8 0 40 12.4 +8.4
GKAT Scharf Global Opportunity ETF 2.8 57 -17 6.2 +2.3
SAGP Strategas Global Policy Opportunities ETF 2.8 65 -25 5.5 +1.5
SMRI Bushido Capital US Equity ETF 2.7 71 -31 10.1 +6.2
DVY iShares Select Dividend ETF 2.7 38 2 9.2 +5.2
HART IQ Healthy Hearts ETF 2.7 45 -5 6.4 +2.4
TBG TBG Dividend Focus ETF 2.7 59 -19 7.9 +3.9
ESPO VanEck Video Gaming and eSports ETF 2.7 56 -16 5.1 +1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 2.7 58 -18 4.3 +0.3
CVAR Cultivar ETF 2.7 87 -47 7.1 +3.1
NUSC Nuveen ESG Small-Cap ETF 2.7 31 9 5.3 +1.3
DTEC ALPS Disruptive Technologies ETF 2.6 50 -10 3.7 -0.3
QDIV Global X S&P 500 Quality Dividend ETF 2.6 20 20 9.1 +5.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.6 60 -20 6.1 +2.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 2.6 60 -20 7.1 +3.2
FMET Fidelity Metaverse ETF 2.6 39 1 4.7 +0.7
BWEB Bitwise Web3 ETF 2.6 85 -45 -0.1 -4.0
HERO Global X Video Games & Esports ETF 2.6 50 -10 4.4 +0.4
GAMR Wedbush ETFMG Video Game Tech ETF Wedbush ETFMG Video Game T 2.6 75 -35 3.3 -0.6
NERD Roundhill Video Games ETF 2.6 50 -10 6.4 +2.4
AMID Argent Mid Cap ETF Argent Mid Cap ETF 2.6 52 -12 6.1 +2.1
IVES Wedbush ETFMG Global Cloud Technology ETF 2.5 68 -28 5.8 +1.9
DIVG Invesco S&P 500 High Dividend Growers ETF 2.5 39 1 8.6 +4.6
JGRW Jensen Quality Growth ETF 2.5 57 -17 4.7 +0.8
FDL First Trust Morningstar Dividend Leaders Index Fund 2.5 45 -5 10.9 +7.0
ECML Euclidean Fundamental Value ETF 2.5 95 -55 10.9 +6.9
WBAT WisdomTree Battery Value Chain and Innovation Fund 2.4 45 -5 1.4 -2.6
FPX First Trust US Equity Opportunities ETF 2.4 61 -21 1.0 -3.0
FCLD Fidelity Cloud Computing ETF 2.4 39 1 3.2 -0.8
DFAT Dimensional U.S. Targeted Value ETF 2.4 28 12 10.2 +6.2
CLOU Global X Cloud Computing ETF 2.4 68 -28 2.3 -1.7
AIVC Amplify Bloomberg AI Value Chain ETF 2.3 59 -19 5.5 +1.5
DIVE Dana Concentrated Dividend ETF 2.3 65 -25 8.4 +4.4
PPTY US Diversified Real Estate ETF 2.3 53 -13 8.4 +4.4
TOLL Tema Durable Quality ETF 2.3 75 -35 5.2 +1.2
MVAL VanEck Morningstar Wide Moat Value ETF 2.3 49 -9 7.3 +3.3
MADE iShares U.S. Manufacturing ETF 2.3 40 0 4.8 +0.8
JHSC John Hancock Multifactor Small Cap ETF 2.2 42 -2 6.8 +2.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 2.2 48 -8 9.0 +5.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.2 20 20 6.2 +2.2
RNMC First Trust Mid Cap US Equity Select ETF 2.1 60 -20 7.1 +3.1
SYLD Cambria Shareholder Yield ETF 2.1 59 -19 12.8 +8.9
XSW State Street SPDR S&P Software & Services ETF 2.1 35 5 2.9 -1.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.1 7 33 11.1 +7.2
XLSR State Street US Sector Rotation ETF 2.1 70 -30 5.1 +1.1
DHS WisdomTree U.S. High Dividend Fund 2.1 38 2 8.3 +4.3
WBIY WBI Power Factor High Dividend ETF 2.1 100 -60 14.0 +10.0
LQPE PEO AlphaQuest Thematic PE ETF 2.0 125 -85 6.8 +2.9
CGDG Capital Group Dividend Growers ETF 2.0 47 -7 6.1 +2.1
MID American Century Mid Cap Growth Impact ETF 2.0 45 -5 3.4 -0.6
STXK Strive Small-Cap ETF 2.0 18 22 6.1 +2.1
SIXL ETC 6 Meridian Low Beta Equity ETF 2.0 80 -40 6.3 +2.3
FMKT The Free Markets ETF 1.9 76 -36 3.5 -0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.9 60 -20 6.7 +2.8
TPHD Timothy Plan High Dividend Stock ETF 1.9 52 -12 7.3 +3.3
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.9 54 -14 7.3 +3.3
GTEK Goldman Sachs Future Tech Leaders Equity ETF 1.8 75 -35 2.8 -1.2
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.8 55 -15 10.4 +6.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 1.8 38 2 6.5 +2.5
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.8 35 5 5.4 +1.4
PBW Invesco WilderHill Clean Energy ETF 1.8 66 -26 -3.2 -7.1
FSGS First Trust SMID Growth Strength ETF 1.7 60 -20 5.2 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 36 5.9 +1.9
LIVR Intelligent Livermore ETF 1.7 69 -29 3.4 -0.6
CBSE Clough Select Equity ETF 1.7 85 -45 0.8 -3.2
HYP Golden Eagle Dynamic Hypergrowth ETF 1.7 85 -45 -1.6 -5.6
DEW WisdomTree Global High Dividend Fund 1.7 58 -18 8.4 +4.4
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 1.7 39 1 4.0 +0.0
SHRY First Trust Bloomberg Shareholder Yield ETF 1.7 60 -20 10.6 +6.7
DFSV Dimensional US Small Cap Value ETF 1.6 31 9 10.6 +6.6
SMAP Amplify Small-Mid Cap Equity ETF 1.6 60 -20 5.6 +1.7
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.6 45 -5 1.4 -2.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.6 30 10 6.9 +2.9
AIRL Themes Airlines ETF 1.6 35 5 3.2 -0.8
MVPA Miller Value Partners Appreciation ETF 1.6 60 -20 9.1 +5.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.6 65 -25 1.9 -2.1
IDMO Invesco S&P International Developed Momentum ETF 1.5 25 15 5.8 +1.9
FDNI First Trust Dow Jones International Internet ETF 1.5 65 -25 21.4 +17.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 1.5 70 -30 4.0 +0.0
FPXI First Trust International Equity Opportunities ETF 1.5 70 -30 4.3 +0.3
SOCL Global X Social Media ETF 1.5 65 -25 10.9 +7.0
EWD iShares MSCI Sweden ETF 1.5 54 -14 5.3 +1.3
IMOM Alpha Architect International Quantitative Momentum ETF 1.5 49 -9 4.6 +0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 1.5 43 -3 6.2 +2.2
OCEN IQ Clean Oceans ETF 1.5 45 -5 5.1 +1.1
IGV iShares Expanded Tech-Software Sector ETF 1.5 41 -1 3.1 -0.9
XMMO Invesco S&P MidCap Momentum ETF 1.5 34 6 4.2 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 15 8.0 +4.0
ZIG Acquirers Fund 1.4 84 -44 20.8 +16.9
FDLS Inspire Fidelis Multi Factor ETF 1.4 76 -36 4.7 +0.8
MDCP VictoryShares THB Mid Cap ESG ETF 1.4 55 -15 5.7 +1.7
FSCS First Trust SMID Capital Strength ETF 1.3 60 -20 7.2 +3.3
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.3 49 -9 6.9 +2.9
FFOX FundX Future Fund Opportunities ETF 1.3 100 -60 4.1 +0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.3 49 -9 9.3 +5.3
IMTM iShares MSCI Intl Momentum Factor ETF 1.3 30 10 5.4 +1.5
NIXT Research Affiliates Deletions ETF 1.3 9 31 8.4 +4.5
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF 1.2 14 26 6.0 +2.0
CSMD Congress SMid Growth ETF 1.2 69 -29 3.7 -0.2
KNO AXS Knowledge Leaders ETF 1.2 78 -38 5.8 +1.8
GINX SGI Enhanced Global Income ETF 1.2 98 -58 8.1 +4.1
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.2 35 5 7.6 +3.6
BLOK Amplify Transformational Data Sharing ETF 1.2 75 -35 0.3 -3.6
RNSC Furst Trust Small Cap US Equity Select ETF 1.2 60 -20 5.2 +1.2
UDI USCF Dividend Income Fund 1.2 65 -25 8.4 +4.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.2 95 -55 0.2 -3.7
COPY Tweedy, Browne Insider + Value ETF 1.2 80 -40 12.0 +8.0
FEGE First Eagle Global Equity ETF 1.1 79 -39 6.7 +2.7
DSMC Distillate Small/Mid Cash Flow ETF 1.1 55 -15 12.9 +9.0
BJK VanEck Gaming ETF 1.1 65 -25 4.6 +0.7
IGPT Invesco AI and Next Gen Software ETF 1.1 60 -20 4.2 +0.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 1.1 61 -21 -0.6 -4.6
DMXF iShares ESG Advanced MSCI EAFE ETF 1.1 12 28 5.3 +1.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 1.1 49 -9 11.1 +7.2
PTF Invesco Dorsey Wright Technology Momentum ETF 1.1 60 -20 -1.1 -5.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.0 35 5 13.4 +9.4
PEY Invesco High Yield Equity Dividend Achievers ETF 1.0 52 -12 10.3 +6.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.0 80 -40 8.2 +4.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.0 75 -35 5.0 +1.1
EFG iShares MSCI EAFE Growth ETF 1.0 36 4 4.2 +0.2
DBEU Xtrackers MSCI Europe Hedged Equity ETF 0.9 46 -6 6.5 +2.5
XMHQ Invesco S&P MidCap Quality ETF 0.9 25 15 6.8 +2.8
CZA Invesco Zacks Mid-Cap ETF 0.9 72 -32 7.5 +3.5
TPSC Timothy Plan US Small Cap Core ETF 0.9 52 -12 7.2 +3.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.5 +6.5
WTRE WisdomTree New Economy Real Estate Fund 0.8 58 -18 7.3 +3.4
GRPM Invesco S&P MidCap 400 GARP ETF 0.8 35 5 7.9 +4.0
TCV Towle Value ETF 0.8 85 -45 11.6 +7.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 0.8 39 1 11.7 +7.7
AFSM First Trust Active Factor Small Cap ETF 0.8 75 -35 7.6 +3.6
AVUV Avantis U.S. Small Cap Value ETF 0.8 25 15 10.1 +6.1
FESM Fidelity Enhanced Small Cap ETF 0.7 28 12 6.9 +3.0
ISMD Inspire Small/Mid Cap ETF 0.7 54 -14 5.6 +1.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 0.7 68 -28 4.0 -0.0
EAFG Pacer Developed Markets Cash Cows Growth Leaders ETF 0.7 65 -25 4.7 +0.7
BETZ Roundhill Sports Betting & iGaming ETF 0.7 75 -35 3.0 -1.0
IQRA IQ CBRE Real Assets ETF 0.7 65 -25 5.7 +1.7
GLRY Inspire Faithward Mid Cap Momentum ETF 0.7 80 -40 6.1 +2.2
FTDS First Trust Dividend Strength ETF 0.7 70 -30 8.7 +4.7
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.7 60 -20 6.5 +2.5
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 0.7 60 -20 3.8 -0.2
GCOW Pacer Global Cash Cows Dividend ETF 0.7 60 -20 10.5 +6.6
IEUR iShares Core MSCI Europe ETF 0.7 11 29 7.1 +3.1
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -45 3.1 -0.9
JIG JPMorgan International Growth ETF 0.7 55 -15 4.6 +0.6
CCFE Concourse Capital Focused Equity ETF 0.6 95 -55 3.5 -0.5
XMVM Invesco S&P MidCap Value with Momentum ETF 0.6 39 1 9.8 +5.9
AFK VanEck Africa Index ETF 0.6 98 -58 14.8 +10.8
DBEF Xtrackers MSCI EAFE Hedged Equity ETF 0.6 36 4 6.3 +2.3
PAWZ ProShares Pet Care ETF 0.6 50 -10 3.8 -0.2
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.6 75 -35 4.6 +0.6
DINT Davis Select International ETF 0.6 55 -15 7.7 +3.7
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF 0.6 86 -46 13.6 +9.6
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF 0.6 86 -46 0.5 -3.5
KEMQ KraneShares Emerging Markets Consumer Technology Index ETF 0.6 60 -20 10.0 +6.0
MINV Matthews Asia Innovators Active ETF 0.6 79 -39 6.8 +2.9
MEM Matthews Emerging Markets Equity Active ETF 0.6 79 -39 7.2 +3.2
CEFA Global X S&P Catholic Values Developed ex-US ETF 0.6 35 5 6.2 +2.3
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 0.6 39 1 6.4 +2.4
DIVY Sound Equity Dividend Income ETF 0.6 45 -5 10.1 +6.2
CGIE Capital Group International Equity ETF 0.5 54 -14 4.9 +0.9
OSCV Opus Small Cap Value ETF 0.5 79 -39 7.3 +3.3
IJR iShares Core S&P Small Cap ETF 0.5 6 34 7.7 +3.8
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.5 3 37 7.8 +3.8
SNSR Global X Internet of Things ETF 0.5 68 -28 4.8 +0.9
UFO Procure Space ETF 0.5 75 -35 0.2 -3.8
WWJD Inspire International ETF 0.5 80 -40 7.1 +3.1
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.5 20 20 6.1 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.5 9 31 4.0 +0.0
EFA iShares MSCI EAFE ETF 0.5 35 5 6.4 +2.4
IJS iShares S&P Small-Cap 600 Value ETF 0.5 18 22 10.0 +6.0
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.5 15 25 10.0 +6.0
KONG Formidable Fortress ETF 0.5 89 -49 6.3 +2.3
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.5 39 1 10.0 +6.0
VIOO Vanguard S&P Small-Cap 600 ETF 0.5 7 33 7.7 +3.7
ESGD iShares ESG Aware MSCI EAFE ETF 0.5 20 20 6.5 +2.5
SPYA Twin Oak Endure ETF 0.4 80 -40 -0.4 -4.4
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 -1.0 -4.9
CCSO Carbon Collective Climate Solutions US Equity ETF 0.4 35 5 1.2 -2.8
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.4 12 28 7.6 +3.6
PABD iShares Paris-Aligned Climate MSCI World ex USA ETF 0.4 12 28 5.9 +1.9
IEFA iShares Core MSCI EAFE ETF 0.4 7 33 6.7 +2.8
PSCD Invesco S&P SmallCap Consumer Discretionary ETF 0.4 29 11 10.4 +6.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.4 10 30 9.9 +5.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.4 30 10 10.4 +6.4
XMLV Invesco S&P MidCap Low Volatility ETF 0.4 25 15 7.3 +3.3
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF 0.4 41 -1 7.1 +3.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 28 7.7 +3.7
IDEV iShares Core MSCI International Developed Markets ETF 0.4 4 36 6.7 +2.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.4 3 37 6.7 +2.7
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF 0.4 20 20 6.1 +2.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.4 73 -33 12.1 +8.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 5.9 +1.9
GSEU Goldman Sachs ActiveBeta Europe Equity ETF 0.4 25 15 7.1 +3.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.3 70 -30 4.9 +1.0
FLV American Century Focused Large Cap Value ETF 0.3 42 -2 6.9 +2.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 0.3 65 -25 4.5 +0.6
CGXU Capital Group International Focus Equity ETF 0.3 54 -14 5.4 +1.4
DRUP GraniteShares Nasdaq Select Disruptors ETF 0.3 60 -20 4.2 +0.2
HAPS Harbor Human Capital Factor US Small Cap ETF 0.3 60 -20 3.9 -0.1
PBD Invesco Global Clean Energy ETF 0.3 75 -35 0.8 -3.2
CWI SPDR MSCI ACWI ex-US ETF 0.3 30 10 7.3 +3.4
GSFP Goldman Sachs Future Planet Equity ETF 0.3 75 -35 4.2 +0.2
ROBO ROBO Global Robotics & Automation Index ETF 0.3 95 -55 3.2 -0.8
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 0.3 79 -39 4.8 +0.9
VIDI Vident International Equity Strategy ETF 0.3 61 -21 10.4 +6.4
DTAN Sparkline International Intangible Value ETF 0.3 55 -15 8.1 +4.1
ACWX iShares MSCI ACWI ex U.S. ETF 0.3 34 6 7.3 +3.3
ESIX State Street SPDR S&P SmallCap 600 ESG ETF 0.3 12 28 8.3 +4.3
DIVZ TrueShares Low Volatility Equity Income ETF 0.3 65 -25 6.6 +2.6
BIBL Inspire 100 ETF 0.3 35 5 5.2 +1.2
FMTM MarketDesk Focused U.S. Momentum ETF 0.3 45 -5 3.0 -1.0
TTAI FCF International Quality ETF 0.3 59 -19 7.2 +3.3
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.3 35 5 10.4 +6.4
ACTV LeaderShares Activist Leaders ETF 0.3 75 -35 5.6 +1.6
CWS AdvisorShares Focused Equity ETF 0.3 84 -44 5.5 +1.5
DGLO First Trust RBA Deglobalization ETF 0.3 70 -30 6.8 +2.9
IXUS iShares Core MSCI Total International Stock ETF 0.3 7 33 7.5 +3.5
VICE AdvisorShares Vice ETF 0.3 99 -59 6.5 +2.5
JIRE JPMorgan International Research Enhanced Equity ETF 0.3 24 16 6.9 +2.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.2 20 20 -4.7 -8.6
TMFS Motley Fool Small-Cap Growth ETF 0.2 85 -45 3.2 -0.8
SMCF Themes US Small Cap Cash Flow Champions ETF 0.2 29 11 11.9 +7.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 2 9.5 +5.5
APIE ActivePassive International Equity ETF 0.2 45 -5 7.1 +3.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.2 15 25 7.8 +3.8
PBJ Invesco Food & Beverage ETF 0.2 57 -17 8.8 +4.9
AVSE Avantis Responsible Emerging Markets Equity ETF 0.2 33 7 7.9 +3.9
GSIE Goldman Sachs ActiveBeta International Equity ETF 0.2 25 15 6.9 +2.9
CVY Invesco Zacks Multi-Asset Income ETF 0.2 106 -66 11.9 +8.0
AVDE Avantis International Equity ETF 0.2 23 17 7.1 +3.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.2 35 5 9.5 +5.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 22 5.6 +1.6
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 25 5.6 +1.6
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 30 5.7 +1.7
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 15 5.4 +1.4
BOUT Innovator IBD Breakout Opportunities ETF 0.2 81 -41 0.8 -3.2
ALIL Argent Focused Small Cap ETF 0.2 74 -34 6.7 +2.7
FENI Fidelity Enhanced International ETF 0.2 28 12 6.2 +2.2
MGMT Ballast Small/Mid Cap ETF 0.2 110 -70 8.6 +4.6
DWMF WisdomTree International Multifactor Fund 0.2 38 2 7.0 +3.0
AVEM Avantis Emerging Markets Equity ETF 0.2 33 7 8.1 +4.2
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.1 55 -15 4.3 +0.3
IFRA iShares U.S. Infrastructure ETF 0.1 30 10 6.4 +2.5
HWAY Themes US Infrastructure ETF 0.1 29 11 6.1 +2.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.1 45 -5 8.5 +4.5
FNDC Schwab Fundamental International Small Co. Index ETF 0.1 39 1 5.8 +1.8
SYNB Putnam BioRevolution ETF 0.1 70 -30 2.6 -1.4
ABLG Abacus FCF International Leaders ETF 0.1 59 -19 6.6 +2.6
PINK Simplify Health Care ETF 0.1 50 -10 0.9 -3.1
CTEC Global X CleanTech ETF 0.1 50 -10 0.5 -3.5
IBAT iShares Energy Storage & Materials ETF 0.1 47 -7 2.5 -1.5
DRLL Strive U.S. Energy ETF 0.1 41 -1 10.3 +6.3
QINT American Century Quality Diversified International ETF 0.1 39 1 6.9 +2.9
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 10 8.2 +4.2
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.1 59 -19 6.5 +2.6
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.1 59 -19 9.9 +5.9
AVSD Avantis Responsible International Equity ETF 0.1 23 17 5.1 +1.1
FTAG First Trust Indxx Global Agriculture ETF 0.1 70 -30 8.5 +4.5
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 0.1 45 -5 4.7 +0.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.1 40 0 7.6 +3.6
FNDF Schwab Fundamental International Large Co. Index ETF 0.1 25 15 9.1 +5.1
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.1 33 7 9.2 +5.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 0.1 60 -20 5.6 +1.6
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 8.9 +4.9
CGV Conductor Global Equity Value ETF 0.1 130 -90 8.0 +4.0
ROSC Hartford Multifactor Small Cap ETF 0.1 34 6 9.3 +5.3
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -49 9.8 +5.8
PSCU Invesco S&P SmallCap Utilities & Communication Services ETF 0.1 29 11 4.5 +0.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.1 35 5 3.8 -0.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 15 9.1 +5.1
BSVO EA Bridgeway Omni Small-Cap Value ETF 0.1 47 -7 9.4 +5.5
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.0 38 2 10.2 +6.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.0 60 -20 9.6 +5.7
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.0 36 4 11.1 +7.1
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 0.0 49 -9 7.0 +3.0
QEFA SPDR MSCI EAFE StrategicFactors ETF 0.0 30 10 6.8 +2.9

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:
iShares U.S. Consumer Discretionary 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 20.9 %
Divided by: Fwd. P/BV 4.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 4.0 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.57 CATEGORY
AVERAGE
1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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