iShares U.S. Energy ETF
ALTAR
Score™		 6.8% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 20.3x P/Sales
ratio		 1.6x
P/BV
ratio		 2.4x Div.
yield		 2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones U.S. Energy 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. Energy Sector Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,554
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 38
Wgt avg mkt cap (mns) $196,762
Large cap (>$10bn) 94.0%
Mid cap ($2-10bn) 4.3%
Small cap (<$2bn) 1.7%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
EXXON MOBIL CORP 22.4 %
CHEVRON CORP 15.7 %
CONOCOPHILLIPS 6.6 %
WILLIAMS COS INC 4.4 %
SCHLUMBERGER LTD 3.8 %
EOG RESOURCES, INC. 3.6 %
VALERO ENERGY CORP 3.5 %
MARATHON PETROLEUM 3.2 %
PHILLIPS 66 3.1 %
KINDER MORGAN INC 3.0 %
Total 69.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.8 %
BRITAIN 1.4 %
SWITZERLAND 0.2 %








HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
37.0% 34.9% 23.5% 10.2% 7.7%

Market Correlations
versus... Beta R-squared
S&P500 0.72 30%
MSCI EAFE 0.61 19%
MSCI Emg. Mkts. 0.47 15%

Technical Indicators
Recent close $59.30
30d moving avg. $61.72
Annualized volatility 17.1%
Short interest (ETF) 2.9%
Short interest (Underlying) 2.2%
Relative strength (RSI) 55

Liquidity measures
Avg. volume (thou.) 1,773
Turnover 6.8%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $8,178

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 727 potential alternatives to the iShares U.S. Energy ETF ETF based on the alternatives' overlap in portfolio holdings with IYE. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYE Expense: 40 bp ALTAR Score™: 6.8%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYE
Ticker Fund
Name		 Overlap1
vs IYE
(%)		 Expense
ratio
(bp)		 Savings
vs IYE
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYE
(%)
FENY Fidelity MSCI Energy Index ETF 89.9 8 32 6.9 +0.1
VDE Vanguard Energy ETF 89.8 9 31 6.9 +0.1
XLE Energy Select Sector SPDR 89.3 8 32 7.0 +0.2
DRLL Strive U.S. Energy ETF 68.5 41 -1 8.0 +1.1
FTXN First Trust Nasdaq Oil & Gas ETF 65.9 60 -20 8.8 +2.0
IXC iShares Global Energy ETF 58.2 44 -4 7.3 +0.5
RSPG Invesco S&P 500 Equal Weight Energy ETF 57.8 40 0 8.6 +1.8
IGE iShares North American Natural Resources ETF 52.5 41 -1 5.5 -1.3
FXN First Trust Energy AlphaDEX Fund 46.8 62 -22 10.6 +3.8
PXI Invesco Dorsey Wright Energy Momentum ETF 39.6 60 -20 5.4 -1.4
TEXN iShares Texas Equity ETF 35.0 20 20 5.3 -1.5
IEO iShares U.S. Oil & Gas Exploration & Production ETF 32.2 40 0 10.1 +3.3
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 31.8 35 5 10.2 +3.4
NANR SPDR S&P North American Natural Resources ETF 31.3 35 5 6.0 -0.8
LVDS JPMorgan Fundamental Data Science Large Value ETF 29.9 49 -9 5.1 -1.7
LNGX Global X U.S. Natural Gas ETF 28.1 45 -5 10.2 +3.3
NVIR Horizon Kinetics Energy and Remediation ETF 27.8 85 -45 5.1 -1.7
FDL First Trust Morningstar Dividend Leaders Index Fund 26.9 45 -5 9.0 +2.2
EQRR ProShares Equities for Rising Rates ETF 24.4 35 5 6.1 -0.7
NBCT Neuberger Berman Carbon Transition Infrastructure ETF 23.7 55 -15 4.7 -2.1
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 23.1 60 -20 7.9 +1.1
AVIE Avantis  Inflation Focused Equity ETF 22.2 25 15 6.2 -0.7
HDV iShares Core High Dividend ETF 22.1 8 32 6.0 -0.8
LGCF Themes US Cash Flow Champions ETF 21.5 30 10 7.4 +0.6
USCF Themes US Cash Flow Champions ETF 21.2 29 11 7.7 +0.9
USAI Pacer American Energy Independence ETF 20.8 75 -35 3.6 -3.2
FCG First Trust Natural Gas ETF 20.7 60 -20 13.8 +7.0
EIPI FT Energy Income Partners Enhanced Income ETF 19.8 110 -70 5.3 -1.5
PXE Invesco Energy Exploration & Production ETF 19.8 60 -20 12.0 +5.2
BESF Bastion Energy ETF 19.4 80 -40 9.3 +2.4
EIPX FT Energy Income Partners Strategy ETF 18.7 95 -55 5.8 -1.0
HAP VanEck Natural Resources ETF 18.2 50 -10 6.4 -0.4
AMZA InfraCap MLP ETF 18.0 164 -124 6.1 -0.8
VFLO VictoryShares Free Cash Flow ETF 17.5 39 1 8.0 +1.2
SPVU Invesco S&P 500 Enhanced Value ETF 17.2 13 27 8.6 +1.8
DIVL Madison Dividend Value ETF 16.9 65 -25 4.7 -2.1
FTWO Strive FAANG 2.0 ETF 16.6 49 -9 3.6 -3.2
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 16.2 49 -9 7.8 +1.0
COWZ Pacer US Cash Cows 100 ETF 16.2 49 -9 7.8 +1.0
TXS Texas Capital Texas Equity Index ETF 16.0 49 -9 5.1 -1.7
UMI USCF Midstream Energy Income Fund ETF 16.0 85 -45 4.1 -2.7
ENFR Alerian Energy Infrastructure ETF 16.0 35 5 4.5 -2.4
EINC VanEck Energy Income ETF 16.0 48 -8 4.5 -2.3
MLPX Global X MLP & Energy Infrastructure ETF 16.0 45 -5 4.4 -2.4
TPYP Tortoise North American Pipeline Fund 16.0 40 0 5.0 -1.8
MLPI NEOS MLP & Engy Infras Hi Inc ETF 16.0 68 -28 4.1 -2.7
SCHD Schwab US Dividend Equity ETF 15.8 6 34 8.4 +1.6
USNG Amplify Samsung U.S. Natural Gas Infrastructure ETF 15.2 59 -19 3.0 -3.8
PWV Invesco Large Cap Value ETF 15.2 55 -15 6.4 -0.4
FTDS First Trust Dividend Strength ETF 15.2 70 -30 7.0 +0.2
DFLV Dimensional US Large Cap Value ETF 14.8 22 18 6.3 -0.5
DURA VanEck Durable High Dividend ETF 14.8 29 11 6.5 -0.4
IVRA Invesco Real Assets ESG ETF 14.5 59 -19 6.2 -0.6
SHRY First Trust Bloomberg Shareholder Yield ETF 14.5 60 -20 8.4 +1.6
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 14.5 46 -6 5.0 -1.8
DHS WisdomTree U.S. High Dividend Fund 14.2 38 2 8.2 +1.4
TPHE Timothy Plan High Dividend Stock Enhanced ETF 14.2 54 -14 5.8 -1.0
MAGA Point Bridge America First ETF 13.6 72 -32 5.2 -1.7
GNR SPDR S&P Global Natural Resources ETF 13.5 40 0 8.0 +1.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 13.5 46 -6 7.2 +0.4
LYLD Cambria Large Cap Shareholder Yield ETF 13.5 59 -19 8.5 +1.6
TMLP Tortoise MLP ETF 13.5 50 -10 7.0 +0.2
TPHD Timothy Plan High Dividend Stock ETF 13.3 52 -12 6.0 -0.8
MFVL Motley Fool Value Factor ETF 13.3 50 -10 5.8 -1.0
SURE AdvisorShares Insiders Advantage ETF 12.4 90 -50 8.2 +1.4
QDIV Global X S&P 500 Quality Dividend ETF 12.4 20 20 8.0 +1.1
BGIG Bahl & Gaynor Income Growth ETF 12.3 45 -5 4.6 -2.3
AVMV Avantis U.S. Mid Cap Value ETF 12.2 20 20 7.4 +0.6
DFUV Dimensional US Marketwide Value ETF 12.2 22 18 6.4 -0.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 12.2 20 20 8.9 +2.1
IMCV iShares Morningstar Mid-Cap Value ETF 12.1 6 34 7.1 +0.3
EQIN Columbia US Equity Income ETF 12.0 35 5 6.2 -0.6
VOE Vanguard Mid-Cap Value ETF 11.7 7 33 6.9 +0.1
STXV Strive 1000 Value ETF 11.6 18 22 7.0 +0.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 11.5 35 5 7.0 +0.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 11.4 38 2 6.9 +0.1
RDIV Invesco S&P Ultra Dividend Revenue ETF 11.2 39 1 10.0 +3.2
GII SPDR S&P Global Infrastructure ETF 11.1 40 0 4.1 -2.7
IGF iShares Global Infrastructure ETF 11.0 41 -1 4.1 -2.7
DGLO First Trust RBA Deglobalization ETF 10.9 70 -30 5.4 -1.4
AVLV Avantis U.S. Large Cap Value ETF 10.9 15 25 6.0 -0.8
DEW WisdomTree Global High Dividend Fund 10.7 58 -18 7.3 +0.5
DLN WisdomTree U.S. LargeCap Dividend Fund 10.6 28 12 5.5 -1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 10.4 60 -20 6.2 -0.6
FTA First Trust Large Cap Value AlphaDEX Fund 10.3 59 -19 7.7 +0.9
AKAF The Frontier Economic Fund 10.3 20 20 5.1 -1.7
CRAK VanEck Oil Refiners ETF 10.2 61 -21 9.2 +2.4
AGQI First Trust Active Global Quality Income ETF 10.2 85 -45 6.5 -0.3
MDLV Morgan Dempsey Large Cap Value ETF 10.2 58 -18 5.9 -0.9
PXJ Invesco Oil & Gas Services ETF 10.1 63 -23 2.8 -4.0
IEZ iShares U.S. Oil Equipment & Services ETF 10.1 40 0 2.7 -4.1
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 10.1 35 5 1.2 -5.6
DTD WisdomTree U.S. Total Dividend Fund 10.0 28 12 5.8 -1.0
OIH VanEck Oil Services ETF 9.9 35 5 2.6 -4.2
SDOG ALPS Sector Dividend Dogs ETF 9.8 36 4 8.6 +1.7
FNDX Schwab Fundamental US Large Co. Index ETF 9.8 25 15 6.5 -0.4
VYM Vanguard High Dividend Yield Index ETF 9.7 6 34 6.2 -0.6
MFMO Motley Fool Momentum Factor ETF 9.6 50 -10 2.2 -4.6
EMLP First Trust North American Energy Infrastructure Fund 9.6 95 -55 4.6 -2.2
RPV Invesco S&P 500 Pure Value ETF 9.5 35 5 9.1 +2.3
DGRW WisdomTree US Quality Dividend Growth Fund 9.5 28 12 5.0 -1.8
WTV WisdomTree US Value Fund of Benef Interest 9.2 12 28 8.0 +1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 1 7.5 +0.7
FNDB Schwab Fundamental US Broad Market Index ETF 9.1 25 15 6.4 -0.4
RBLD First Trust Alerian US NextGen Infrastructure ETF 8.8 65 -25 3.8 -3.0
FPWR First Trust EIP Power Solutions ETF 8.6 96 -56 4.3 -2.5
DIVB iShares Core Dividend ETF 8.6 5 35 7.5 +0.7
IUS Invesco RAFI Strategic US ETF 8.6 19 21 5.9 -1.0
EBI Longview Advantage ETF 8.6 35 5 6.1 -0.7
VLU State Street SPDR S&P 1500 Value Tilt ETF 8.5 12 28 6.4 -0.4
VO Vanguard Mid-Cap ETF 8.4 4 36 5.4 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 8.4 20 20 6.1 -0.7
DIVN Horizon Dividend Income ETF 8.3 70 -30 6.6 -0.2
CCNR ALPS CoreCommodity Natural Resources ETF 8.3 39 1 7.9 +1.1
MBOX Freedom Day Dividend ETF 8.3 39 1 7.0 +0.2
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 8.3 30 10 8.9 +2.1
PKW Invesco Buyback Achievers ETF 8.2 62 -22 7.2 +0.4
PTL Inspire 500 ETF 8.1 9 31 4.5 -2.3
VFVA Vanguard U.S. Value Factor ETF 8.0 13 27 9.7 +2.9
VTV Vanguard Value ETF 7.9 4 36 6.0 -0.8
DFVX Dimensional US Large Cap Vector ETF 7.9 22 18 5.3 -1.5
SYLD Cambria Shareholder Yield ETF 7.9 59 -19 10.5 +3.7
IWS iShares Russell Mid-Cap Value ETF 7.9 23 17 6.2 -0.6
ECML Euclidean Fundamental Value ETF 7.7 95 -55 9.0 +2.2
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 7.7 7 33 10.4 +3.6
YLDE ClearBridge Dividend Strategy ESG ETF 7.7 60 -20 5.1 -1.7
SPDV AAM S&P 500 High Dividend Value ETF 7.7 29 11 11.2 +4.4
FUNL CornerCap Fundametrics Large-Cap ETF 7.7 50 -10 6.2 -0.7
DVY iShares Select Dividend ETF 7.6 38 2 8.2 +1.3
VOOV Vanguard S&P 500 Value ETF 7.6 7 33 5.8 -1.0
PRXV Praxis Impact Large Cap Value ETF 7.6 36 4 5.7 -1.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 7.6 4 36 5.8 -1.0
IVE iShares S&P 500 Value ETF 7.6 18 22 5.7 -1.2
VUSV Vanguard Wellington U.S. Value Active ETF 7.5 30 10 5.9 -1.0
IUSV iShares Core S&P US Value ETF 7.4 4 36 5.9 -0.9
ACEP ARS Core Equity ETF 7.4 45 -5 4.2 -2.6
IMCB iShares Morningstar Mid-Cap ETF 7.4 4 36 5.4 -1.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.4 38 2 5.2 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 7.2 58 -18 4.9 -1.9
FDVV Fidelity High Dividend ETF 7.2 15 25 6.9 +0.1
SCHV Schwab U.S. Large-Cap Value ETF 7.1 4 36 5.8 -1.0
IWR iShares Russell Midcap ETF 7.0 19 21 5.5 -1.3
STRN SMART Trend 25 ETF 7.0 59 -19 2.7 -4.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.0 7 33 6.8 -0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 7.0 20 20 6.2 -0.6
IWD iShares Russell 1000 Value ETF 6.9 19 21 5.6 -1.3
VONV Vanguard Russell 1000 Value ETF 6.9 7 33 5.7 -1.2
SPGP Invesco S&P 500 GARP ETF 6.8 34 6 5.8 -1.0
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 6.8 52 -12 4.9 -1.9
RWL Invesco S&P 500 Revenue ETF 6.8 39 1 6.0 -0.8
EVUS iShares ESG Aware MSCI USA Value ETF 6.7 18 22 5.7 -1.1
FLDZ RiverNorth Patriot ETF 6.7 75 -35 5.6 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 6.7 67 -27 8.7 +1.9
MGV Vanguard Mega Cap Value ETF 6.7 7 33 5.6 -1.2
BIBL Inspire 100 ETF 6.6 35 5 4.3 -2.5
GCOW Pacer Global Cash Cows Dividend ETF 6.6 60 -20 9.0 +2.2
PRF Invesco FTSE RAFI US 1000 ETF 6.6 34 6 5.9 -0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 6.5 65 -25 4.9 -1.9
ILCV iShares Morningstar Value ETF 6.5 4 36 5.5 -1.3
IWX iShares Russell Top 200 Value ETF 6.5 20 20 5.2 -1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 6.5 24 16 7.2 +0.4
BGDV Bahl & Gaynor Dividend ETF 6.4 45 -5 4.0 -2.8
TIME Clockwise Core Equity & Innovation ETF 6.4 95 -55 2.2 -4.6
AVMC Avantis U.S. Mid Cap Equity ETF 6.4 18 22 6.1 -0.7
GDIV Harbor Dividend Growth Leaders ETF 6.3 50 -10 4.1 -2.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.3 15 25 4.4 -2.4
FEX First Trust Large Cap Core AlphaDEX Fund 6.3 59 -19 5.1 -1.7
WOMN Impact Shares YWCA Women's Empowerment ETF 6.3 75 -35 4.9 -1.9
SSPY Syntax Stratified LargeCap ETF 6.3 30 10 6.2 -0.6
CSTK Invesco Comstock Contrarian Equity ETF 6.2 35 5 6.1 -0.7
JPUS JPMorgan Diversified Return U.S. Equity ETF 6.1 18 22 6.9 +0.1
GRNY Fundstrat Granny Shots US Large Cap ETF 6.1 75 -35 2.2 -4.6
HGRO Hedgeye Quality Growth ETF 6.0 70 -30 3.5 -3.3
BDIV AAM Brentview Dividend Growth ETF 5.9 49 -9 3.7 -3.1
YOKE Yoke Core ETF 5.9 42 -2 3.7 -3.1
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.3 -0.6
XOEF iShares S&P 500 ex S&P 100 ETF 5.9 20 20 4.8 -2.0
IFRA iShares U.S. Infrastructure ETF 5.9 30 10 5.6 -1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.8 27 13 6.5 -0.3
REVS Columbia Research Enhanced Value ETF 5.8 19 21 6.9 +0.1
TBG TBG Dividend Focus ETF 5.7 59 -19 6.4 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 5.7 12 28 5.6 -1.2
FLOW Global X U.S. Cash Flow Kings 100 ETF 5.6 25 15 11.8 +5.0
XMAG Defiance Large Cap ex-Mag 7 ETF 5.5 35 5 4.5 -2.3
UDI USCF Dividend Income Fund 5.5 65 -25 6.7 -0.1
FBCV Fidelity Blue Chip Value ETF 5.5 59 -19 5.9 -0.9
VRAI Virtus Real Asset Income ETF 5.5 55 -15 8.4 +1.6
SMRI Bushido Capital US Equity ETF 5.5 71 -31 8.4 +1.5
DGRO iShares Core Dividend Growth ETF 5.4 8 32 5.6 -1.2
HLAL Wahed FTSE USA Shariah ETF 5.4 50 -10 3.9 -2.9
GOP Unusual Whales Subversive Republican Trading ETF 5.4 50 -10 4.4 -2.4
AFOS ARS Focused Opportunities Strategy ETF 5.3 45 -5 2.1 -4.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.3 19 21 5.1 -1.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.3 29 11 6.6 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 5.3 49 -9 4.0 -2.8
DSTL Distillate US Fundamental Stability & Value ETF 5.2 39 1 7.8 +1.0
SIZE iShares MSCI USA Size Factor ETF 5.2 15 25 5.6 -1.2
ZIG Acquirers Fund 5.1 84 -44 20.0 +13.2
DXUV Dimensional US Vector Equity ETF 5.0 28 12 5.4 -1.4
CBSE Clough Select Equity ETF 5.0 85 -45 0.4 -6.4
ABEQ Absolute Select Value ETF 5.0 85 -45 4.3 -2.5
EPS WisdomTree U.S. LargeCap Fund 5.0 8 32 4.9 -1.9
FLV American Century Focused Large Cap Value ETF 5.0 42 -2 6.1 -0.7
DFAC Dimensional U.S. Core Equity 2 ETF 5.0 17 23 4.8 -2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 5.0 52 -12 5.4 -1.5
CRTC Xtrackers US National Critical Technologies ETF 5.0 35 5 4.2 -2.6
AVUS Avantis U.S. Equity ETF 4.9 15 25 4.9 -1.9
QUVU Hartford Quality Value ETF 4.9 46 -6 5.7 -1.1
LIVR Intelligent Livermore ETF 4.9 69 -29 2.9 -3.9
FMDE Fidelity Enhanced Mid Cap ETF 4.9 23 17 5.5 -1.3
EZM WisdomTree U.S. MidCap Fund 4.9 38 2 8.1 +1.3
FELV Fidelity Enhanced Large Cap Value ETF 4.9 18 22 5.8 -1.0
DCOR Dimensional US Core Equity 1 ETF 4.9 14 26 4.7 -2.1
DIVZ TrueShares Low Volatility Equity Income ETF 4.8 65 -25 6.0 -0.8
YALL God Bless America ETF 4.8 65 -25 4.2 -2.6
POWR iShares U.S. Power Infrastructure ETF 4.8 40 0 3.9 -2.9
JPEF JPMorgan Equity Focus ETF 4.8 50 -10 3.9 -3.0
FTGS First Trust Growth Strength ETF 4.8 60 -20 3.6 -3.2
DIVE Dana Concentrated Dividend ETF 4.8 65 -25 6.9 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 4.8 0 40 7.5 +0.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.7 15 25 5.1 -1.7
EUSA iShares MSCI USA Equal Weighted ETF 4.7 9 31 5.6 -1.2
DON WisdomTree U.S. MidCap Dividend Fund 4.6 38 2 8.1 +1.3
SMOT VanEck Morningstar SMID Moat ETF 4.6 49 -9 6.6 -0.2
SMOX Horizon Small/Mid Cap Core Equity ETF 4.6 75 -35 5.4 -1.5
RSP Invesco S&P 500 Equal Weight ETF 4.6 20 20 6.0 -0.8
CVY Invesco Zacks Multi-Asset Income ETF 4.6 106 -66 10.2 +3.4
FNK First Trust Mid Cap Value AlphaDEX Fund 4.6 70 -30 9.7 +2.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.6 49 -9 4.8 -2.0
QLV FlexShares US Quality Low Volatility Index Fund 4.5 22 18 5.1 -1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.5 49 -9 7.9 +1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 4.5 60 -20 6.8 0.0
DSPY Tema S&P 500 Historical Weight ETF 4.5 18 22 4.6 -2.3
GKAT Scharf Global Opportunity ETF 4.4 57 -17 5.8 -1.0
FEGE First Eagle Global Equity ETF 4.4 79 -39 6.0 -0.8
JAVA JPMorgan Active Value ETF 4.4 44 -4 5.6 -1.2
SFGV Sequoia Global Value ETF 4.4 23 17 7.2 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 4.4 23 17 6.0 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 4.4 9 31 5.3 -1.5
GINX SGI Enhanced Global Income ETF 4.3 98 -58 6.7 -0.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.3 29 11 5.8 -1.0
TCAI Tortoise AI Infrastructure ETF 4.3 65 -25 1.5 -5.4
VSDA VictoryShares Dividend Accelerator ETF 4.3 35 5 6.5 -0.3
DFAT Dimensional U.S. Targeted Value ETF 4.3 28 12 8.8 +2.0
TOPC iShares S&P 500 3% Capped ETF 4.3 15 25 4.5 -2.3
SPXT ProShares S&P 500 Ex-Technology ETF 4.3 9 31 4.9 -2.0
USMF WisdomTree U.S. Multifactor Fund 4.3 28 12 6.6 -0.2
FMTM MarketDesk Focused U.S. Momentum ETF 4.3 45 -5 5.0 -1.9
JHMM John Hancock Multifactor Mid Cap ETF 4.3 42 -2 5.5 -1.3
IJJ iShares S&P Mid-Cap 400 Value ETF 4.2 18 22 8.0 +1.2
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 4.2 15 25 8.0 +1.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.2 10 30 8.1 +1.3
IQRA IQ CBRE Real Assets ETF 4.2 65 -25 5.7 -1.1
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 4.2 3 37 6.2 -0.6
IJH iShares Core S&P Mid-Cap ETF 4.2 5 35 6.2 -0.7
SDY State Street SPDR S&P Dividend ETF 4.2 35 5 6.1 -0.7
DFSV Dimensional US Small Cap Value ETF 4.2 31 9 9.1 +2.2
GVLU Gotham 1000 Value ETF 4.2 50 -10 8.3 +1.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 4.2 60 -20 4.8 -2.0
SPMV Invesco S&P 500 Minimum Variance ETF 4.1 10 30 5.1 -1.7
NUDV Nuveen ESG Dividend ETF 4.1 26 14 6.2 -0.6
DFAU Dimensional US Core Equity Market ETF 4.1 12 28 4.4 -2.4
IVOO Vanguard S&P Mid-Cap 400 ETF 4.0 7 33 6.1 -0.7
CFA VictoryShares US 500 Volatility Wtd ETF 4.0 35 5 5.3 -1.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 4.0 40 0 5.3 -1.5
STOX Horizon Core Equity ETF 3.9 70 -30 3.7 -3.1
SFTY Horizon Managed Risk ETF 3.9 77 -37 3.6 -3.2
DVND Touchstone Dividend Select ETF 3.9 67 -27 5.4 -1.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.9 30 10 7.5 +0.7
RVRB Reverb ETF 3.9 30 10 4.0 -2.8
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.9 60 -20 9.9 +3.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 3.9 47 -7 4.9 -1.9
DEUS Xtrackers Russell US Multifactor ETF 3.9 17 23 6.5 -0.3
IWP iShares Russell Mid-Cap Growth ETF 3.9 23 17 2.9 -4.0
USMV iShares MSCI USA Min Vol Factor ETF 3.8 15 25 5.3 -1.5
SUSA iShares MSCI USA ESG Select ETF 3.8 25 15 4.2 -2.6
QUAL iShares MSCI USA Quality Factor ETF 3.8 15 25 4.5 -2.3
BRIF FIS Bright Portfolios Focused Equity ETF 3.8 65 -25 3.7 -3.1
ESGU iShares ESG Aware MSCI USA ETF 3.8 15 25 4.3 -2.5
WBIY WBI Power Factor High Dividend ETF 3.8 100 -60 12.6 +5.7
VLUE iShares MSCI USA Value Factor ETF 3.8 15 25 7.5 +0.7
USMC Principal U.S. Mega-Cap ETF 3.8 12 28 3.7 -3.1
RAUS RACWI US ETF 3.8 15 25 4.3 -2.5
MTUM iShares MSCI USA Momentum Factor ETF 3.8 15 25 2.6 -4.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.7 85 -45 2.7 -4.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.7 15 25 6.4 -0.4
ICAP InfraCap Equity Income Fund ETF 3.7 171 -131 4.5 -2.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 3.7 35 5 5.8 -1.1
IWB iShares Russell 1000 ETF 3.7 15 25 4.3 -2.5
GXLC Global X U.S. 500 ETF 3.7 2 38 4.2 -2.6
SCHX Schwab U.S. Large-Cap ETF 3.7 3 37 4.4 -2.4
VV Vanguard Large-Cap ETF 3.7 4 36 4.3 -2.6
VONE Vanguard Russell 1000 ETF 3.7 7 33 4.4 -2.4
INCE Franklin Income Equity Focus ETF 3.7 29 11 5.3 -1.5
STRV Strive 500 ETF 3.7 5 35 4.2 -2.6
GVIP Goldman Sachs Hedge Industry VIP ETF 3.7 45 -5 2.5 -4.3
GSPY Gotham Enhanced 500 ETF 3.7 50 -10 4.6 -2.2
DFUS Dimensional U.S. Equity ETF 3.7 9 31 4.2 -2.6
LRGF iShares U.S. Equity Factor ETF 3.6 8 32 4.8 -2.0
VOO Vanguard S&P 500 ETF 3.6 3 37 4.4 -2.5
IYY iShares Dow Jones U.S. ETF 3.6 20 20 4.2 -2.6
FMKT The Free Markets ETF 3.6 76 -36 4.2 -2.6
TOV JLens 500 Jewish Advocacy U.S. ETF 3.6 18 22 4.1 -2.7
VNSE Natixis Vaughan Nelson Select ETF 3.6 80 -40 3.4 -3.4
DARP Grizzle Growth ETF 3.6 75 -35 1.8 -5.0
ILCB iShares Morningstar U.S. Equity ETF 3.6 3 37 4.3 -2.6
SCHK Schwab 1000 Index ETF 3.6 5 35 4.4 -2.4
ADME Aptus Drawdown Managed Equity ETF 3.6 79 -39 3.5 -3.4
AUSF Global X Adaptive U.S. Factor ETF 3.6 27 13 8.1 +1.3
BFOR ALPS Barron's 400 ETF 3.6 65 -25 5.0 -1.8
QVAL Alpha Architect US Quantitative Value ETF 3.6 39 1 9.5 +2.7
CATH Global X S&P 500 Catholic Values Custom ETF 3.6 29 11 4.1 -2.7
SPY SPDR S&P 500 ETF 3.6 9 31 4.3 -2.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.6 20 20 4.7 -2.1
SPYM State Street SPDR Portfolio S&P 500 ETF 3.6 2 38 4.4 -2.4
IVV iShares Core S&P 500 ETF 3.6 3 37 4.4 -2.5
CHRI Global X S&P 500 Christian Values ETF 3.6 29 11 4.1 -2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 3.6 8 32 4.5 -2.3
ISCV iShares Morningstar Small Cap Value ETF 3.6 6 34 7.9 +1.1
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 3.5 3 37 4.5 -2.3
VTI Vanguard Total Stock Market ETF 3.5 3 37 4.3 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 3.5 60 -20 4.1 -2.7
IWV iShares Russell 3000 ETF 3.5 20 20 4.2 -2.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 3.5 45 -5 3.8 -3.0
SCHM Schwab U.S. Mid-Cap ETF 3.5 4 36 6.0 -0.8
RFFC ALPS Active Equity Opportunity ETF 3.5 48 -8 3.7 -3.1
SCHB Schwab U.S. Broad Market ETF 3.5 3 37 4.4 -2.5
VTHR Vanguard Russell 3000 ETF 3.5 7 33 4.3 -2.5
JGLO JPMorgan Global Select Equity ETF 3.5 33 7 4.3 -2.5
SFLO VictoryShares Small Cap Free Cash Flow ETF 3.5 49 -9 8.5 +1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 3.5 3 37 4.3 -2.5
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 27 5.7 -1.1
VIG Vanguard Dividend Appreciation ETF 3.4 5 35 5.0 -1.8
INRO iShares U.S. Industry Rotation Active ETF 3.4 42 -2 3.7 -3.1
PFM Invesco Dividend Achievers ETF 3.4 53 -13 4.8 -2.1
VAMO Cambria Value & Momentum ETF 3.4 61 -21 5.2 -1.6
GQI Natixis Gateway Quality Income ETF 3.4 34 6 4.5 -2.3
JHML John Hancock Multifactor Large Cap ETF 3.4 29 11 4.6 -2.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 3.4 5 35 7.8 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 3.4 9 31 4.2 -2.7
OEI Optimized Equity Income ETF 3.4 75 -35 3.5 -3.3
ROE Astoria US Quality Kings ETF 3.4 49 -9 5.6 -1.3
NULV Nuveen ESG Large-Cap Value ETF 3.4 26 14 5.4 -1.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.3 12 28 5.5 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 3.3 50 -10 8.7 +1.9
EDOW First Trust Dow 30 Equal Weight ETF 3.3 50 -10 4.8 -2.1
QVML Invesco S&P 500 QVM Multi-factor ETF 3.3 11 29 4.5 -2.3
PY Principal Value ETF 3.3 15 25 7.2 +0.3
KLMN Invesco MSCI North America Climate ETF 3.3 9 31 4.5 -2.4
NETZ TCW Transform Systems ETF 3.3 75 -35 1.3 -5.5
SNPE Xtrackers S&P 500 ESG ETF 3.3 10 30 4.5 -2.3
BLES Inspire Global Hope ETF 3.3 61 -21 5.8 -1.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.3 80 -40 3.7 -3.1
BLCV iShares Large Cap Value Active ETF 3.2 53 -13 6.5 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.2 15 25 6.9 +0.1
HDUS Hartford Disciplined US Equity ETF 3.2 19 21 4.9 -1.9
GURU Global X Guru Index ETF 3.2 75 -35 2.4 -4.4
NDIV Amplify Natural Resources Dividend Income ETF 3.2 59 -19 11.0 +4.2
VOT Vanguard Mid-Cap Growth ETF 3.2 7 33 3.2 -3.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.2 56 -16 7.1 +0.3
AFLG First Trust Active Factor Large Cap ETF 3.2 55 -15 5.1 -1.7
PEY Invesco High Yield Equity Dividend Achievers ETF 3.1 52 -12 9.3 +2.4
TOPT iShares Top 20 U.S. Stocks ETF 3.1 20 20 3.3 -3.5
ENHU iShares Enhanced Large Cap Core Active ETF 3.1 22 18 4.3 -2.6
SPXV ProShares S&P 500 Ex-Health Care ETF 3.1 9 31 4.1 -2.7
DGT State Street SPDR Global Dow ETF 3.1 50 -10 5.8 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 3.1 60 -20 6.3 -0.5
FFND Future Fund Active ETF 3.1 100 -60 4.4 -2.5
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 3.0 60 -20 5.2 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.0 25 15 5.1 -1.7
APUE ActivePassive U.S. Equity ETF 3.0 45 -5 4.1 -2.7
KRMA Global X Conscious Companies ETF 3.0 43 -3 5.4 -1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 3.0 20 20 4.4 -2.4
JQUA JPMorgan U.S. Quality Factor ETF 3.0 12 28 5.2 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.0 17 23 5.1 -1.7
GPT Intelligent Alpha Atlas ETF 3.0 69 -29 6.1 -0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 3.0 43 -3 4.9 -1.9
SNPV Xtrackers S&P 500 Value ESG ETF 3.0 15 25 5.7 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 2.9 30 10 5.2 -1.6
DIVY Sound Equity Dividend Income ETF 2.9 45 -5 8.2 +1.4
PBUS Invesco MSCI USA ETF 2.9 4 36 4.3 -2.5
LST Leuthold Select Industries ETF 2.9 91 -51 5.0 -1.8
EQWL Invesco S&P 100 Equal Weight ETF 2.9 25 15 5.6 -1.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.9 35 5 5.4 -1.4
DSMC Distillate Small/Mid Cash Flow ETF 2.9 55 -15 11.2 +4.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.9 2 38 4.3 -2.5
BKLC BNY Mellon US Large Cap Core Equity ETF 2.9 0 40 4.3 -2.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.9 11 29 4.3 -2.5
RECS Columbia Research Enhanced Core ETF 2.9 15 25 5.4 -1.4
VOTE TCW Transform 500 ETF 2.9 5 35 4.3 -2.6
FDLO Fidelity Low Volatility Factor ETF 2.9 15 25 4.9 -1.9
JMOM JPMorgan U.S. Momentum Factor ETF 2.9 12 28 3.6 -3.3
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 2.9 19 21 5.0 -1.8
VBR Vanguard Small Cap Value ETF 2.9 7 33 8.0 +1.2
IWL iShares Russell Top 200 ETF 2.8 15 25 4.0 -2.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.8 7 33 4.2 -2.6
VB Vanguard Small-Cap ETF 2.8 5 35 5.3 -1.5
DAK Dakota Active Equity ETF 2.8 43 -3 3.9 -2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 2.8 30 10 4.2 -2.6
WCEO Hypatia Women CEO ETF 2.8 85 -45 4.9 -1.9
MGC Vanguard Mega Cap ETF 2.8 7 33 4.0 -2.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 2.8 80 -40 5.6 -1.2
ACVF American Conservative Values ETF 2.7 75 -35 3.8 -3.0
TOK iShares MSCI Kokusai ETF 2.7 26 14 4.4 -2.4
AIEQ AI Powered Equity ETF 2.7 75 -35 3.8 -3.0
ABIG Argent Large Cap ETF 2.7 49 -9 4.4 -2.4
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.7 14 26 4.3 -2.5
VBK Vanguard Small-Cap Growth ETF 2.7 7 33 1.3 -5.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 4.5 -2.3
OEF iShares S&P 100 ETF 2.7 20 20 4.0 -2.8
IOO iShares Global 100 ETF 2.7 41 -1 4.0 -2.8
MNZL Manzil Russell Halal USA Broad MarketETF 2.7 40 0 4.1 -2.7
BUL Pacer US Cash Cows Growth ETF 2.7 60 -20 3.4 -3.4
JVAL JPMorgan U.S. Value Factor ETF 2.7 12 28 7.2 +0.4
CALF Pacer US Small Cap Cash Cows 100 ETF 2.7 59 -19 9.6 +2.8
FTCS First Trust Capital Strength ETF 2.7 55 -15 5.5 -1.3
FDMO Fidelity Momentum Factor ETF 2.7 15 25 2.6 -4.3
FVAL Fidelity Value Factor ETF 2.7 15 25 6.2 -0.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.7 20 20 4.4 -2.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 2.7 32 8 4.2 -2.7
VFMF Vanguard U.S. Multifactor ETF 2.6 18 22 6.8 -0.0
FQAL Fidelity Quality Factor ETF 2.6 15 25 4.9 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 15 4.2 -2.6
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.6 12 28 3.6 -3.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.6 18 22 5.2 -1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 2.6 15 25 5.1 -1.7
DUSA Davis Select U.S. Equity ETF 2.6 61 -21 7.1 +0.3
FELC Fidelity Enhanced Large Cap Core ETF 2.6 18 22 4.5 -2.3
HAPI Harbor Human Capital Factor US Large Cap ETF 2.6 36 4 4.2 -2.6
BLCR iShares Large Cap Core Active ETF 2.6 36 4 3.0 -3.8
URTH iShares MSCI World ETF 2.6 24 16 4.4 -2.4
GEW Cambria Global EW ETF 2.5 29 11 5.4 -1.4
BEEX BeeHive ETF 2.5 84 -44 3.8 -3.0
FDRR Fidelity Dividend ETF for Rising Rates 2.5 15 25 6.0 -0.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.5 60 -20 4.2 -2.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 2.5 15 25 6.2 -0.7
CGDV Capital Group Dividend Value ETF 2.5 33 7 4.0 -2.8
SFY SoFi Select 500 ETF 2.5 0 40 3.9 -2.9
VXF Vanguard Extended Market ETF 2.5 5 35 3.9 -2.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 -35 2.1 -4.8
XJH iShares ESG Screened S&P Mid-Cap ETF 2.5 12 28 6.0 -0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.5 7 33 5.4 -1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 23 4.1 -2.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 2.4 15 25 4.2 -2.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 2.4 70 -30 4.7 -2.1
NULC Nuveen ESG Large-Cap ETF 2.4 21 19 4.1 -2.7
VSLU Applied Finance Valuation Large Cap ETF 2.4 49 -9 4.9 -1.9
FCPI Fidelity Stocks for Inflation ETF 2.4 15 25 5.9 -0.9
DIA SPDR Dow Jones Industrial Average ETF 2.4 16 24 4.9 -2.0
RDVY First Trust Rising Dividend Achievers ETF 2.4 50 -10 5.2 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.4 4 36 5.7 -1.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.4 24 16 6.1 -0.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.4 10 30 4.2 -2.6
CAML Congress Large Cap Growth ETF 2.4 66 -26 2.4 -4.4
MID American Century Mid Cap Growth Impact ETF 2.4 45 -5 3.0 -3.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.4 60 -20 4.7 -2.1
SGLC SGI U.S. Large Cap Core ETF 2.4 85 -45 3.8 -3.0
MCDS JPMorgan Fundamental Data Science Mid Core ETF 2.4 35 5 5.0 -1.8
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 34 3.5 -3.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 2.3 9 31 5.0 -1.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 2.3 15 25 8.4 +1.6
FDWM Fidelity Women's Leadership ETF 2.3 59 -19 3.7 -3.1
DUHP Dimensional US High Profitability ETF 2.3 21 19 5.2 -1.6
ULVM VictoryShares US Value Momentum ETF 2.3 20 20 6.3 -0.5
SPVM Invesco S&P 500 Value with Momentum ETF 2.3 39 1 6.5 -0.3
RWK Invesco S&P MidCap 400 Revenue ETF 2.3 39 1 8.0 +1.2
KONG Formidable Fortress ETF 2.3 89 -49 5.3 -1.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 31 4.5 -2.4
KOCG FIS Knights of Columbus Global Belief ETF 2.3 75 -35 4.4 -2.5
KLMT Invesco MSCI Global Climate 500 ETF 2.3 10 30 5.1 -1.7
ACWI iShares MSCI ACWI ETF 2.3 32 8 4.8 -2.0
SPHB Invesco S&P 500 High Beta ETF 2.2 25 15 4.0 -2.8
OSCV Opus Small Cap Value ETF 2.2 79 -39 5.7 -1.1
XLG Invesco S&P 500 Top 50 ETF 2.2 20 20 3.7 -3.1
CGUS Capital Group Core Equity ETF 2.2 33 7 3.7 -3.2
GQQQ Astoria US Quality Growth Kings ETF 2.2 35 5 3.5 -3.3
SFYF SoFi Social 50 ETF 2.2 29 11 0.9 -6.0
STXM Strive Mid-Cap ETF 2.2 18 22 5.7 -1.1
FFLC Fidelity Fundamental Large Cap Core ETF 2.2 38 2 3.9 -2.9
KOKU Xtrackers MSCI Kokusai Equity ETF 2.2 9 31 4.5 -2.3
VT Vanguard Total World Stock ETF 2.2 6 34 5.1 -1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 2.1 42 -2 4.3 -2.5
SUSL iShares ESG MSCI USA Leaders ETF 2.1 10 30 4.4 -2.4
SMMD iShares Russell 2500 ETF 2.1 15 25 5.7 -1.1
ISCB iShares Morningstar Small-Cap ETF 2.1 4 36 5.5 -1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 2.1 35 5 4.5 -2.3
OALC OneAscent Large Cap Core ETF 2.1 86 -46 3.6 -3.2
DFAS Dimensional U.S. Small Cap ETF 2.1 26 14 5.7 -1.1
FSMD Fidelity Small-Mid Multifactor ETF 2.1 15 25 6.6 -0.2
VALQ American Century U.S. Quality Value ETF 2.0 29 11 7.2 +0.4
ROUS Hartford Multifactor US Equity ETF 2.0 19 21 5.6 -1.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 2.0 35 5 3.8 -3.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 2.0 15 25 4.2 -2.7
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -36 3.3 -3.6
TMFC Motley Fool 100 Index ETF 2.0 50 -10 3.1 -3.7
FLRG Fidelity U.S. Multifactor ETF 2.0 15 25 5.9 -0.9
NUMV Nuveen ESG Mid-Cap Value ETF 2.0 31 9 5.7 -1.1
LCF Touchstone US Large Cap Focused ETF 2.0 69 -29 3.7 -3.1
LGRO Level Four Large Cap Growth Active ETF 1.9 55 -15 3.9 -2.9
LRGC AB US Large Cap Strategic Equities ETF 1.9 48 -8 3.9 -2.9
QDF FlexShares Quality Dividend Index Fund 1.9 37 3 5.5 -1.3
KAT Scharf ETF 1.9 87 -47 6.1 -0.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.9 15 25 5.2 -1.6
PRAY FIS Christian Stock Fund 1.8 69 -29 4.0 -2.9
NUSC Nuveen ESG Small-Cap ETF 1.8 31 9 5.0 -1.8
JEPI JPMorgan Equity Premium Income ETF 1.8 35 5 4.8 -2.0
WLDR Affinity World Leaders Equity ETF 1.8 67 -27 6.4 -0.4
VFQY Vanguard U.S. Quality Factor ETF 1.8 13 27 5.7 -1.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.8 15 25 6.3 -0.5
ACWV iShares MSCI Global Min Vol Factor ETF 1.8 20 20 5.7 -1.1
RPG Invesco S&P 500 Pure Growth ETF 1.8 35 5 2.7 -4.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.7 30 10 3.9 -2.9
COPY Tweedy, Browne Insider + Value ETF 1.7 80 -40 15.1 +8.3
RGEF Rockefeller Global Equity ETF 1.7 55 -15 3.9 -2.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.7 49 -9 3.5 -3.3
ABFL Abacus FCF Leaders ETF 1.7 59 -19 3.9 -3.0
USEW Cambria US EW ETF 1.7 30 10 4.2 -2.6
THRO iShares U.S. Thematic Rotation Active ETF 1.7 90 -50 3.3 -3.5
OPTZ Optimize Strategy Index ETF 1.7 50 -10 3.8 -3.1
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 4.3 -2.5
VUSE Vident U.S. Equity Strategy ETF 1.7 50 -10 3.8 -3.0
QDEF FlexShares Quality Dividend Defensive Index Fund 1.7 37 3 5.5 -1.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 20 4.9 -2.0
SMCF Themes US Small Cap Cash Flow Champions ETF 1.6 29 11 10.1 +3.3
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 11 3.9 -2.9
HWSM Hotchkis & Wiley SMID Cap Diversified Value ETF 1.6 55 -15 9.2 +2.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.6 10 30 4.4 -2.4
BWEB Bitwise Web3 ETF 1.6 85 -45 -0.1 -6.9
TMDV ProShares Russell US Dividend Growers ETF 1.6 35 5 6.2 -0.6
GRPM Invesco S&P MidCap 400 GARP ETF 1.6 35 5 6.9 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 22 4.8 -2.1
WSML iShares MSCI World Small-Cap ETF 1.5 15 25 5.4 -1.4
SWP SWP Growth & Income ETF 1.5 99 -59 4.2 -2.6
FPAG FPA Global Equity ETF 1.5 49 -9 5.9 -0.9
AFMC First Trust Active Factor Mid Cap ETF 1.5 65 -25 7.2 +0.4
STXK Strive Small-Cap ETF 1.4 18 22 5.3 -1.5
QLC FlexShares US Quality Large Cap Index Fund 1.4 25 15 4.7 -2.1
AVUQ Avantis U.S. Quality ETF 1.4 15 25 3.6 -3.2
IQM Franklin Intelligent Machines ETF 1.4 50 -10 1.2 -5.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 -19 1.9 -5.0
IBOT Vaneck Robotics ETF 1.4 47 -7 3.5 -3.4
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 1.4 45 -5 0.8 -6.0
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.4 39 1 1.1 -5.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 1.4 52 -12 5.0 -1.8
FFOX FundX Future Fund Opportunities ETF 1.4 100 -60 2.4 -4.4
TIIV AAM Todd International Intrinsic Value ETF 1.4 54 -14 9.5 +2.7
GRNJ Fundstrat Granny Shts US Sm- &Mid-CapETF 1.3 75 -35 2.0 -4.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 20 7.4 +0.6
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -3 3.6 -3.2
XVV iShares ESG Screened S&P 500 ETF 1.3 8 32 4.3 -2.5
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.1 +2.3
GLOF iShares Global Equity Factor ETF 1.2 20 20 5.7 -1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 22 3.2 -3.7
SPMO Invesco S&P 500 Momentum ETF 1.2 13 27 3.3 -3.5
BKSE BNY Mellon US Small Cap Core Equity ETF 1.2 4 36 5.4 -1.5
RJDI RJ Eagle GCM Dividend Select Income ETF 1.2 55 -15 4.5 -2.3
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.2 20 20 4.1 -2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.2 25 15 5.6 -1.2
PSET Principal Quality ETF 1.2 15 25 4.9 -2.0
AVUV Avantis U.S. Small Cap Value ETF 1.2 25 15 8.2 +1.4
DWLD Davis Select Worldwide ETF 1.2 63 -23 6.8 -0.1
FVD First Trust Value Line Dividend Index Fund 1.2 65 -25 5.6 -1.2
ERTH Invesco MSCI Sustainable Future ETF 1.1 62 -22 2.9 -3.9
PBD Invesco Global Clean Energy ETF 1.1 75 -35 0.2 -6.6
PBW Invesco WilderHill Clean Energy ETF 1.1 66 -26 -3.0 -9.9
TAN Invesco Solar ETF 1.1 67 -27 4.5 -2.3
CLNR IQ Cleaner Transport ETF 1.1 45 -5 3.9 -2.9
FRNW Fidelity Clean Energy ETF 1.1 39 1 1.8 -5.0
OCEN IQ Clean Oceans ETF 1.1 45 -5 4.5 -2.3
SOLR Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund 1.1 79 -39 3.8 -3.0
VCLN Virtus Duff & Phelps Clean Energy ETF 1.1 59 -19 2.4 -4.4
ACES ALPS Clean Energy ETF 1.1 55 -15 -2.7 -9.5
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund 1.1 58 -18 -1.9 -8.7
SMOG VanEck Low Carbon Energy ETF 1.1 61 -21 1.2 -5.7
CTEC Global X CleanTech ETF 1.1 50 -10 -0.1 -6.9
ETEC iShares Breakthrough Environmental Solutions ETF 1.1 47 -7 2.8 -4.0
ICLN iShares Global Clean Energy ETF 1.1 41 -1 1.8 -5.0
CNRG State Street SPDR S&P Kensho Clean Power ETF 1.1 45 -5 -0.0 -6.8
TMFX Motley Fool Next Index ETF 1.1 50 -10 3.1 -3.7
CCSO Carbon Collective Climate Solutions US Equity ETF 1.1 35 5 0.9 -5.9
CGDG Capital Group Dividend Growers ETF 1.1 47 -7 5.1 -1.7
VOLT Tema Electrification ETF 1.1 75 -35 2.4 -4.4
GLRY Inspire Faithward Mid Cap Momentum ETF 1.1 80 -40 3.7 -3.2
EMOT First Trust S&P 500 Economic Moat ETF 1.1 60 -20 8.0 +1.2
RFV Invesco S&P Midcap 400 Pure Value ETF 1.1 35 5 11.6 +4.8
PEXL Pacer US Export Leaders ETF 1.1 60 -20 3.3 -3.5
VFMO Vanguard U.S. Momentum Factor ETF 1.1 13 27 1.7 -5.1
JHSC John Hancock Multifactor Small Cap ETF 1.1 42 -2 6.1 -0.7
FPX First Trust US Equity Opportunities ETF 1.1 61 -21 0.9 -5.9
RSHO Tema American Reshoring ETF 1.0 75 -35 3.5 -3.3
TTAC FCF US Quality ETF 1.0 59 -19 5.4 -1.4
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 1.0 60 -20 5.7 -1.1
CGGR Capital Group Growth ETF 1.0 39 1 2.6 -4.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 1.0 9 31 4.5 -2.3
CVAR Cultivar ETF 1.0 87 -47 7.0 +0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -35 3.3 -3.5
MADE iShares U.S. Manufacturing ETF 1.0 40 0 3.4 -3.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.0 29 11 4.1 -2.7
XMMO Invesco S&P MidCap Momentum ETF 1.0 34 6 3.4 -3.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 5.6 -1.2
MCOW Pacer S&P MidCap 400 Quality FCF Aristocrats ETF 1.0 49 -9 6.7 -0.1
ABLD Abacus FCF Real Assets Leaders ETF 1.0 69 -29 6.1 -0.7
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 4.4 -2.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 1.0 40 0 4.6 -2.2
DTEC ALPS Disruptive Technologies ETF 1.0 50 -10 3.9 -2.9
SDG iShares MSCI Global Sustainable Development Goals ETF 1.0 49 -9 4.5 -2.3
XSD State Street SPDR S&P Semiconductor ETF 1.0 35 5 3.1 -3.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.0 75 -35 6.3 -0.5
TAX Cambria Tax Aware ETF 0.9 49 -9 4.2 -2.6
QGRO American Century U.S. Quality Growth ETF 0.9 29 11 3.9 -2.9
JGRO JPMorgan Active Growth ETF 0.9 44 -4 2.5 -4.4
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 5 6.4 -0.4
ALTL Pacer Lunt Large Cap Alternator ETF 0.9 60 -20 4.8 -2.0
JPSV JPMorgan Active Small Cap Value ETF 0.9 74 -34 7.7 +0.9
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -55 -0.5 -7.3
VUSG Vanguard Wellington U.S. Growth Active ETF 0.9 35 5 2.5 -4.3
BGRO iShares Large Cap Growth Active ETF 0.9 55 -15 2.0 -4.8
ITAN Sparkline Intangible Value ETF 0.9 50 -10 6.3 -0.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.9 64 -24 1.3 -5.5
SMAP Amplify Small-Mid Cap Equity ETF 0.8 60 -20 4.5 -2.4
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.8 40 0 3.4 -3.4
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 4.5 -2.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 36 3.4 -3.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.8 25 15 6.3 -0.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 3.8 -3.0
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 0.7 10 30 3.9 -3.0
FLQL Franklin LibertyQ U.S. Equity ETF 0.7 15 25 4.7 -2.1
OTGL OTG Latin America ETF 0.7 269 -229 6.8 +0.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.7 35 5 8.8 +2.0
RNIN Bushido Capital US SMID Cap Equity ETF 0.7 70 -30 11.2 +4.3
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 12 3.0 -3.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.7 20 20 0.8 -6.0
BUZZ VanEck Social Sentiment ETF 0.7 75 -35 -0.7 -7.5
STXG Strive 1000 Growth ETF 0.7 18 22 3.3 -3.5
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 2.8 -4.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.6 40 0 6.7 -0.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.6 80 -40 6.7 -0.1
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.6 70 -30 3.9 -2.9
CGV Conductor Global Equity Value ETF 0.6 130 -90 7.3 +0.5
SAMM Strategas Macro Momentum ETF 0.6 66 -26 3.6 -3.2
SPHQ Invesco S&P 500 Quality ETF 0.6 15 25 4.7 -2.1
YNOT Horizon Digital Frontier ETF 0.6 75 -35 2.7 -4.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 15 8.0 +1.2
LOWV AB US Low Volatility Equity ETF 0.6 48 -8 4.4 -2.5
IQDY FlexShares International Quality Dividend Dynamic Index Fund 0.6 47 -7 7.3 +0.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.6 70 -30 2.1 -4.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.6 79 -39 4.2 -2.6
TPSC Timothy Plan US Small Cap Core ETF 0.6 52 -12 6.6 -0.2
ILCG iShares Morningstar Growth ETF 0.5 4 36 3.2 -3.7
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 3.3 -3.5
XLSR State Street US Sector Rotation ETF 0.5 70 -30 4.4 -2.4
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.0 -0.8
QQQ Invesco QQQ Trust Series I 0.5 20 20 3.4 -3.4
QQQM Invesco NASDAQ 100 ETF 0.5 15 25 3.5 -3.3
CSMD Congress SMid Growth ETF 0.5 69 -29 3.5 -3.3
SXQG ETC 6 Meridian Quality Growth ETF 0.5 100 -60 3.0 -3.9
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 0.5 29 11 7.1 +0.3
VUG Vanguard Growth ETF 0.5 4 36 3.5 -3.4
ONEQ Fidelity Nasdaq Composite Index ETF 0.4 21 19 3.0 -3.8
VONG Vanguard Russell 1000 Growth ETF 0.4 7 33 3.6 -3.2
NIXT Research Affiliates Deletions ETF 0.4 9 31 6.8 +0.0
IWF iShares Russell 1000 Growth ETF 0.4 19 21 3.5 -3.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 0.4 15 25 4.4 -2.4
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 0.4 49 -9 5.2 -1.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.4 12 28 3.5 -3.3
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 6.0 -0.8
MVPA Miller Value Partners Appreciation ETF 0.4 60 -20 9.9 +3.1
XMLV Invesco S&P MidCap Low Volatility ETF 0.3 25 15 6.8 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 0.3 80 -40 5.8 -1.0
PRXG Praxis Impact Large Cap Growth ETF 0.3 36 4 3.2 -3.6
TCV Towle Value ETF 0.3 85 -45 10.2 +3.4
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.3 60 -20 4.9 -1.9
CZAR Themes Natural Monopoly ETF 0.3 35 5 5.3 -1.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.3 40 0 4.0 -2.9
FTEC Fidelity MSCI Information Technology Index ETF 0.3 8 32 3.4 -3.4
FFF Founders 100 ETF 0.3 75 -35 2.7 -4.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.3 12 28 4.5 -2.3
XT iShares Exponential Technologies ETF 0.3 46 -6 4.2 -2.6
DUNK Dana Unconstrained Equity ETF 0.2 75 -35 2.2 -4.6
XMHQ Invesco S&P MidCap Quality ETF 0.2 25 15 5.9 -0.9
FSGS First Trust SMID Growth Strength ETF 0.2 60 -20 4.8 -2.0
VGT Vanguard Information Technology ETF 0.2 9 31 3.5 -3.4
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.4 -4.4
GINN Goldman Sachs Innovate Equity ETF 0.2 52 -12 3.9 -2.9
TRFM AAM Transformers ETF 0.2 49 -9 1.1 -5.7
IUSG iShares Core S&P U.S. Growth ETF 0.2 4 36 3.2 -3.6
FDG American Century Focused Dynamic Growth ETF 0.2 45 -5 1.8 -5.0
DFNV Donoghue Forlines Innovation ETF 0.2 69 -29 4.4 -2.4
PSCT Invesco S&P SmallCap Information Technology ETF 0.2 29 11 3.7 -3.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.2 60 -20 8.2 +1.4
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.2 58 -18 3.5 -3.4
IBAT iShares Energy Storage & Materials ETF 0.2 47 -7 1.7 -5.1
IJR iShares Core S&P Small Cap ETF 0.2 6 34 6.5 -0.3
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 22 9.2 +2.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.2 12 28 6.4 -0.4
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.2 45 -5 -1.5 -8.3
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 25 9.3 +2.5
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 37 6.6 -0.2
ETHO Etho Climate Leadership U.S. ETF 0.2 47 -7 4.4 -2.4
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 0.2 59 -19 8.7 +1.9
POW VistaShares Electrification Supercycle ETF 0.2 75 -35 2.1 -4.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 7 33 6.4 -0.4
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 30 9.3 +2.5
XLK Technology Select Sector SPDR 0.2 8 32 3.7 -3.1
QINT American Century Quality Diversified International ETF 0.2 39 1 6.5 -0.3
IGM iShares Expanded Tech Sector ETF 0.2 41 -1 3.0 -3.8
STXD Strive 1000 Dividend Growth ETF 0.1 35 5 4.4 -2.4
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -19 2.2 -4.6
IXN iShares Global Tech ETF 0.1 41 -1 3.1 -3.7
AQLT iShares MSCI Global Quality Factor ETF 0.1 18 22 0.0 -6.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 1 7.8 +0.9
VEGN US Vegan Climate ETF 0.1 60 -20 4.0 -2.8
GXPT Global X PureCap MSCI Information Technology ETF 0.1 25 15 3.6 -3.2
USXF iShares ESG Advanced MSCI USA ETF 0.1 10 30 4.0 -2.8
VOOG Vanguard S&P 500 Growth ETF 0.1 7 33 3.2 -3.7
IVW iShares S&P 500 Growth ETF 0.1 18 22 3.0 -3.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.1 4 36 3.2 -3.6
GLBL Pacer MSCI World Industry Advantage ETF 0.1 65 -25 3.6 -3.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.1 18 22 3.4 -3.4
AVSU Avantis Responsible U.S. Equity ETF 0.1 15 25 5.2 -1.7
SPXE ProShares S&P 500 Ex-Energy ETF 0.1 9 31 4.2 -2.6
ESGV Vanguard ESG U.S. Stock ETF 0.0 9 31 4.3 -2.5
IWY iShares Russell Top 200 Growth ETF 0.0 20 20 3.6 -3.2
MODL VictoryShares WestEnd U.S. Sector ETF 0.0 42 -2 4.2 -2.6
TRUT VanEck Technology TruSector ETF 0.0 13 27 4.1 -2.8
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.0 65 -25 0.0 -6.8
AVSC Avantis U.S Small Cap Equity ETF 0.0 25 15 4.8 -2.0

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. Energy ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 17.4 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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