iShares US Financial Services ETF
ALTAR
Score™		 6.2% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 16.1x P/Sales
ratio		 4.0x
P/BV
ratio		 2.0x Div.
yield		 1.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares Dow Jones U.S. Financial Services 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. Financial Services Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,717
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 102
Wgt avg mkt cap (mns) $456,717
Large cap (>$10bn) 95.9%
Mid cap ($2-10bn) 4.1%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 16.0 %
JPMORGAN CHASE & CO 11.1 %
VISA INC. CLASS A 9.7 %
MASTERCARD INCORPORATED CLASS A 7.3 %
BANK OF AMERICA CORP 4.6 %
WELLS FARGO & CO 4.0 %
GOLDMAN SACHS GROUP INC 2.9 %
S&P GLOBAL, INC. 2.6 %
AMERICAN EXPRESS CO 2.5 %
MORGAN STANLEY 2.4 %
Total 63.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.5 %
PUERTO RICO 0.1 %
BERMUDA 0.1 %
BRITAIN 0.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
7.4% 32.5% 15.5% 12.5% 6.4%

Market Correlations
versus... Beta R-squared
S&P500 1.11 69%
MSCI EAFE 1.02 59%
MSCI Emg. Mkts. 0.70 28%

Technical Indicators
Recent close $79.32
30d moving avg. $79.66
Annualized volatility 23.0%
Short interest (ETF) 0.3%
Short interest (Underlying) 1.5%
Relative strength (RSI) 45

Liquidity measures
Avg. volume (thou.) 137
Turnover 0.6%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $18,748

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 705 potential alternatives to the iShares US Financial Services ETF ETF based on the alternatives' overlap in portfolio holdings with IYG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYG Expense: 40 bp ALTAR Score™: 6.2%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYG
Ticker Fund
Name		 Overlap1
vs IYG
(%)		 Expense
ratio
(bp)		 Savings
vs IYG
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYG
(%)
XLF Financial Select Sector SPDR Fund 79.2 8 32 6.0 -0.2
IYF iShares U.S. Financials ETF 73.3 40 0 6.6 +0.4
FNCL Fidelity MSCI Financials Index ETF 72.2 8 32 6.6 +0.4
VFH Vanguard Financials ETF 70.1 10 30 6.6 +0.5
IXG iShares Global Financials ETF 45.1 42 -2 7.2 +1.1
RSPF Invesco S&P 500 Equal Weight Financials ETF 39.0 40 0 6.9 +0.8
KBWB Invesco KBW Bank ETF 34.0 35 5 9.1 +2.9
DFNL Davis Select Financial ETF 29.6 63 -23 8.4 +2.2
KCE SPDR S&P Capital Markets ETF 26.1 35 5 6.4 +0.2
FTXO First Trust Nasdaq Bank ETF 26.1 60 -20 9.6 +3.5
USMC Principal U.S. Mega-Cap ETF 24.1 12 28 5.0 -1.2
PWV Invesco Large Cap Value ETF 23.3 55 -15 7.6 +1.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 22.8 65 -25 4.0 -2.1
SPVU Invesco S&P 500 Enhanced Value ETF 22.7 13 27 10.5 +4.4
FXO First Trust Financials AlphaDEX Fund 22.7 62 -22 8.1 +1.9
PFI Invesco Dorsey Wright Financial Momentum ETF 22.3 60 -20 4.6 -1.6
MTUM iShares MSCI USA Momentum Factor ETF 21.7 15 25 3.9 -2.3
IWX iShares Russell Top 200 Value ETF 21.6 20 20 6.4 +0.3
FDFF Fidelity Disruptive Finance ETF 21.0 50 -10 4.1 -2.0
USCF Themes US Cash Flow Champions ETF 20.6 29 11 6.6 +0.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 20.1 60 -20 4.7 -1.5
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 20.0 40 0 4.7 -1.5
MGV Vanguard Mega Cap Value ETF 19.2 7 33 6.7 +0.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 18.9 75 -35 -0.5 -6.6
SPMO Invesco S&P 500 Momentum ETF 18.5 13 27 4.2 -2.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 18.5 15 25 6.4 +0.2
IYJ iShares U.S. Industrials ETF 18.3 40 0 4.8 -1.4
DFUV Dimensional US Marketwide Value ETF 18.3 22 18 8.1 +1.9
GSIB Themes Global Systemically Important Banks ETF 18.0 35 5 12.4 +6.2
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 17.8 75 -35 3.5 -2.7
SCHV Schwab U.S. Large-Cap Value ETF 17.3 4 36 6.8 +0.7
FELV Fidelity Enhanced Large Cap Value ETF 17.3 18 22 6.8 +0.6
REVS Columbia Research Enhanced Value ETF 17.3 19 21 7.6 +1.5
IWD iShares Russell 1000 Value ETF 17.2 19 21 6.5 +0.3
VTV Vanguard Value ETF 17.2 4 36 6.9 +0.8
VONV Vanguard Russell 1000 Value ETF 17.2 8 32 6.6 +0.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 17.0 32 8 5.2 -1.0
DUSA Davis Select U.S. Equity ETF 17.0 61 -21 8.2 +2.1
GVUS Marketbeta Russell 1000 Value Equity ETF 17.0 12 28 6.5 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 17.0 39 1 7.0 +0.8
VIG Vanguard Dividend Appreciation ETF 16.9 6 34 6.0 -0.2
FBCV Fidelity Blue Chip Value ETF 16.8 59 -19 7.5 +1.4
VLU SPDR S&P 1500 Value Tilt ETF 16.3 12 28 7.2 +1.0
DFLV Dimensional US Large Cap Value ETF 16.2 22 18 8.2 +2.0
PFM Invesco Dividend Achievers ETF 16.2 53 -13 5.3 -0.8
VYM Vanguard High Dividend Yield Index ETF 16.1 6 34 7.3 +1.1
SPXT ProShares S&P 500 Ex-Technology ETF 16.1 9 31 5.6 -0.6
SNPV Xtrackers S&P 500 Value ESG ETF 16.1 15 25 5.4 -0.8
JAVA JPMorgan Active Value ETF 16.0 44 -4 6.3 +0.1
TOPT iShares Top 20 U.S. Stocks ETF 15.8 20 20 4.7 -1.5
KBE SPDR S&P Bank ETF 15.7 35 5 10.1 +3.9
DLN WisdomTree U.S. LargeCap Dividend Fund 15.6 28 12 5.9 -0.3
PWB Invesco Large Cap Growth ETF 15.6 56 -16 3.2 -3.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 15.6 75 -35 4.5 -1.7
DGRO iShares Core Dividend Growth ETF 15.6 8 32 6.6 +0.4
UDI USCF Dividend Income Fund 15.5 65 -25 6.5 +0.3
ILCV iShares Morningstar Value ETF 15.4 4 36 6.7 +0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 15.3 35 5 4.6 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 15.3 18 22 6.0 -0.2
SPVM Invesco S&P 500 Value with Momentum ETF 15.2 39 1 8.5 +2.3
STXV Strive 1000 Value ETF 15.2 18 22 7.5 +1.3
DTD WisdomTree U.S. Total Dividend Fund 15.0 28 12 6.2 +0.1
MODL VictoryShares WestEnd U.S. Sector ETF 15.0 42 -2 5.0 -1.2
EQWL Invesco S&P 100 Equal Weight ETF 14.8 25 15 6.2 +0.1
QUVU Hartford Quality Value ETF 14.5 46 -6 7.0 +0.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 14.3 68 -28 2.7 -3.5
TMFC Motley Fool 100 Index ETF 14.3 50 -10 4.1 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 14.3 25 15 7.4 +1.2
DIVB iShares Core Dividend ETF 14.2 5 35 7.7 +1.5
JOET Virtus Terranova US Quality Momentum ETF 14.1 29 11 5.0 -1.2
USXF iShares ESG Advanced MSCI USA ETF 13.8 10 30 4.9 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 13.7 16 24 5.7 -0.5
FNDB Schwab Fundamental US Broad Market Index ETF 13.7 25 15 7.3 +1.1
TOLL Tema Monopolies and Oligopolies ETF 13.6 75 -35 3.8 -2.4
VEGN US Vegan Climate ETF 13.6 60 -20 4.6 -1.6
RDVY First Trust Rising Dividend Achievers ETF 13.5 50 -10 7.8 +1.6
NUDV Nuveen ESG Dividend ETF 13.5 26 14 6.7 +0.5
FDVV Fidelity High Dividend ETF 13.5 15 25 7.5 +1.3
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 13.4 29 11 4.8 -1.4
HAPI Harbor Human Capital Factor US Large Cap ETF 13.4 36 4 5.1 -1.0
AVSU Avantis Responsible U.S. Equity ETF 13.3 15 25 6.4 +0.2
QVML Invesco S&P 500 QVM Multi-factor ETF 13.3 11 29 5.4 -0.8
OUSA ALPS O'Shares U.S. Quality Dividend ETF 13.2 48 -8 6.0 -0.2
ABEQ Absolute Select Value ETF 13.2 85 -45 4.9 -1.2
NULC Nuveen ESG Large-Cap ETF 13.1 21 19 5.0 -1.1
FUNL CornerCap Fundametrics Large-Cap ETF 13.1 50 -10 7.3 +1.2
BLCR iShares Large Cap Core Active ETF 13.0 36 4 4.3 -1.9
STXD Strive 1000 Dividend Growth ETF 13.0 35 5 5.0 -1.2
ULVM VictoryShares US Value Momentum ETF 13.0 20 20 7.2 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 13.0 75 -35 5.2 -1.0
QUAL iShares MSCI USA Quality Factor ETF 12.9 15 25 5.3 -0.8
SPHQ Invesco S&P 500 Quality ETF 12.8 15 25 5.3 -0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 12.8 59 -19 2.8 -3.3
EPS WisdomTree U.S. LargeCap Fund 12.8 8 32 6.1 -0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 12.7 38 2 6.2 +0.1
SPXV ProShares S&P 500 Ex-Health Care ETF 12.6 9 31 4.4 -1.8
RFFC ALPS Active Equity Opportunity ETF 12.6 48 -8 4.5 -1.6
OALC OneAscent Large Cap Core ETF 12.6 86 -46 4.6 -1.6
OEF iShares S&P 100 ETF 12.5 20 20 5.1 -1.1
MMTM SPDR S&P 1500 Momentum Tilt ETF 12.5 12 28 4.5 -1.7
FLV American Century Focused Large Cap Value ETF 12.4 42 -2 6.7 +0.5
DVND Touchstone Dividend Select ETF 12.4 67 -27 5.7 -0.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 12.4 30 10 5.0 -1.1
EDOW First Trust Dow 30 Equal Weight ETF 12.4 50 -10 5.3 -0.8
LST Leuthold Select Industries ETF 12.3 91 -51 6.1 -0.1
ICAP InfraCap Equity Income Fund ETF 12.3 171 -131 5.2 -0.9
XVV iShares ESG Screened S&P 500 ETF 12.3 8 32 5.1 -1.0
LVOL American Century Low Volatility ETF 12.3 29 11 4.4 -1.7
LCF Touchstone US Large Cap Focused ETF 12.2 69 -29 4.6 -1.5
BDIV AAM Brentview Dividend Growth ETF 12.2 49 -9 4.3 -1.8
NULV Nuveen ESG Large-Cap Value ETF 12.2 26 14 6.2 +0.0
VOOV Vanguard S&P 500 Value ETF 12.2 10 30 6.3 +0.2
IVE iShares S&P 500 Value ETF 12.2 18 22 6.2 +0.1
SNPG Xtrackers S&P 500 Growth ESG ETF 12.2 15 25 4.5 -1.7
SPYV SPDR Portfolio S&P 500 Value ETF 12.1 4 36 6.4 +0.2
MGC Vanguard Mega Cap ETF 12.1 7 33 5.1 -1.0
IUSV iShares Core S&P US Value ETF 12.0 4 36 6.5 +0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 12.0 29 11 6.4 +0.3
SNPE Xtrackers S&P 500 ESG ETF 12.0 10 30 5.4 -0.8
GLBL Pacer MSCI World Industry Advantage ETF 11.9 65 -25 5.0 -1.2
IWL iShares Russell Top 200 ETF 11.9 15 25 5.1 -1.1
RWL Invesco S&P 500 Revenue ETF 11.9 39 1 7.0 +0.8
RAFE PIMCO RAFI ESG U.S. ETF 11.9 29 11 7.3 +1.1
LRGC AB US Large Cap Strategic Equities ETF 11.9 48 -8 4.8 -1.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.9 20 20 5.3 -0.9
QLC FlexShares US Quality Large Cap Index Fund 11.9 25 15 5.9 -0.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 11.8 9 31 5.0 -1.2
USSE Segall Bryant & Hamill Select Equity ETF 11.8 65 -25 4.4 -1.8
FFLC Fidelity Fundamental Large Cap Core ETF 11.8 38 2 4.9 -1.2
RECS Columbia Research Enhanced Core ETF 11.8 15 25 6.2 -0.0
FDMO Fidelity Momentum Factor ETF 11.7 15 25 4.1 -2.1
AVUS Avantis U.S. Equity ETF 11.7 15 25 6.3 +0.2
GRNY Fundstrat Granny Shots US Large Cap ETF 11.6 75 -35 3.7 -2.4
SPXE ProShares S&P 500 Ex-Energy ETF 11.6 9 31 4.7 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 11.5 35 5 6.1 -0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 11.5 40 0 6.0 -0.2
VFMO Vanguard U.S. Momentum Factor ETF 11.5 13 27 3.4 -2.8
JHML John Hancock Multifactor Large Cap ETF 11.5 29 11 5.6 -0.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 11.5 15 25 5.1 -1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 11.5 20 20 5.0 -1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.4 25 15 5.9 -0.3
QUS SPDR MSCI USA StrategicFactors ETF 11.4 15 25 5.8 -0.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 11.4 19 21 6.5 +0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 11.3 8 32 5.3 -0.9
IVV iShares Core S&P 500 ETF 11.3 3 37 5.3 -0.9
XLG Invesco S&P 500 Top 50 ETF 11.3 20 20 5.1 -1.1
VV Vanguard Large-Cap ETF 11.3 4 36 5.2 -0.9
SPLG SPDR Portfolio S&P 500 ETF 11.3 2 38 5.3 -0.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 11.3 7 33 5.2 -0.9
SPY SPDR S&P 500 ETF Trust 11.3 9 31 5.2 -0.9
DIVL Madison Dividend Value ETF 11.3 65 -25 5.4 -0.8
VOO Vanguard S&P 500 ETF 11.3 3 37 5.3 -0.9
GSPY Gotham Enhanced 500 ETF 11.2 50 -10 5.5 -0.7
IYY iShares Dow Jones U.S. ETF 11.2 20 20 5.1 -1.0
JCTR JPMorgan Carbon Transition U.S. Equity ETF 11.2 15 25 4.3 -1.9
FQAL Fidelity Quality Factor ETF 11.2 15 25 5.9 -0.3
DFUS Dimensional U.S. Equity ETF 11.2 9 31 5.3 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 11.2 18 22 5.6 -0.5
IWB iShares Russell 1000 ETF 11.1 15 25 5.2 -1.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 11.1 9 31 5.6 -0.6
VONE Vanguard Russell 1000 ETF 11.1 8 32 5.3 -0.9
ILCB iShares Morningstar U.S. Equity ETF 11.1 3 37 5.2 -0.9
FEX First Trust Large Cap Core AlphaDEX Fund 11.1 59 -19 6.5 +0.3
VSLU Applied Finance Valuation Large Cap ETF 11.1 49 -9 5.9 -0.3
VOTE TCW Transform 500 ETF 11.0 5 35 5.2 -0.9
PBUS Invesco MSCI USA ETF 11.0 4 36 5.2 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 11.0 75 -35 3.7 -2.4
INRO iShares U.S. Industry Rotation Active ETF 11.0 42 -2 4.1 -2.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 11.0 3 37 5.5 -0.7
AVLV Avantis U.S. Large Cap Value ETF 11.0 15 25 8.1 +2.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.9 2 38 5.3 -0.9
CHGX AXS Change Finance ESG ETF 10.9 49 -9 5.3 -0.8
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.9 14 26 5.2 -0.9
NZUS SPDR MSCI USA Climate Paris Aligned ETF 10.9 10 30 3.3 -2.9
DCOR Dimensional US Core Equity 1 ETF 10.8 14 26 5.8 -0.3
SWP SWP Growth & Income ETF 10.8 99 -59 4.6 -1.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.8 7 33 5.2 -1.0
VLUE iShares MSCI USA Value Factor ETF 10.8 15 25 10.2 +4.0
PCGG Polen Capital Global Growth ETF 10.8 85 -45 3.8 -2.3
STRV Strive 500 ETF 10.8 5 35 5.2 -1.0
SCHX Schwab U.S. Large-Cap ETF 10.8 3 37 5.3 -0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 10.8 0 40 5.3 -0.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.8 3 37 5.2 -1.0
SCHK Schwab 1000 Index ETF 10.8 5 35 5.3 -0.8
IWV iShares Russell 3000 ETF 10.8 20 20 5.0 -1.1
FFND Future Fund Active ETF 10.7 100 -60 4.7 -1.5
VTHR Vanguard Russell 3000 ETF 10.7 10 30 5.2 -1.0
DFSU Dimensional US Sustainability Core 1 ETF 10.7 18 22 5.8 -0.3
VTI Vanguard Total Stock Market ETF 10.7 3 37 5.2 -1.0
ACVF American Conservative Values ETF 10.7 75 -35 4.5 -1.7
SHE SPDR MSCI USA Gender Diversity ETF 10.7 20 20 5.2 -1.0
CATH Global X S&P 500 Catholic Values Custom ETF 10.6 29 11 5.1 -1.1
ESGU iShares ESG Aware MSCI USA ETF 10.6 15 25 5.1 -1.0
SXQG ETC 6 Meridian Quality Growth ETF 10.6 100 -60 4.6 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.6 11 29 5.2 -1.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.6 50 -10 4.3 -1.8
ZECP Zacks Earnings Consistent Portfolio ETF 10.5 55 -15 4.9 -1.3
IUSG iShares Core S&P U.S. Growth ETF 10.5 4 36 4.7 -1.5
IVW iShares S&P 500 Growth ETF 10.5 18 22 4.5 -1.6
VOOG Vanguard S&P 500 Growth ETF 10.5 10 30 4.6 -1.6
BITQ Bitwise Crypto Industry Innovators ETF 10.5 85 -45 -2.8 -9.0
SPYG SPDR Portfolio S&P 500 Growth ETF 10.5 4 36 4.7 -1.5
SCHB Schwab U.S. Broad Market ETF 10.4 3 37 5.3 -0.9
MBCC Monarch Blue Chips Core ETF 10.4 125 -85 3.5 -2.7
DFAU Dimensional US Core Equity Market ETF 10.4 12 28 5.5 -0.6
AUSF Global X Adaptive U.S. Factor ETF 10.4 27 13 9.2 +3.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.4 7 33 7.4 +1.3
DUHP Dimensional US High Profitability ETF 10.4 21 19 6.6 +0.4
ADME Aptus Drawdown Managed Equity ETF 10.4 79 -39 4.3 -1.9
VNSE Natixis Vaughan Nelson Select ETF 10.3 80 -40 5.3 -0.8
NACP Impact Shares NAACP Minority Empowerment ETF 10.3 49 -9 4.9 -1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 10.3 10 30 5.3 -0.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 10.3 5 35 7.1 +1.0
LRGF iShares U.S. Equity Factor ETF 10.3 8 32 5.8 -0.4
VFVA Vanguard U.S. Value Factor ETF 10.3 13 27 11.7 +5.5
SUSL iShares ESG MSCI USA Leaders ETF 10.2 10 30 5.3 -0.9
DSI iShares MSCI KLD 400 Social ETF 10.2 25 15 5.2 -1.0
ESGV Vanguard ESG U.S. Stock ETF 10.1 9 31 5.0 -1.2
RVRB Reverb ETF 10.1 30 10 3.7 -2.4
VUSE Vident U.S. Equity Strategy ETF 10.1 50 -10 4.8 -1.3
PDP Invesco Dorsey Wright Momentum ETF 10.1 62 -22 3.6 -2.6
CGUS Capital Group Core Equity ETF 10.1 33 7 4.6 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 10.1 17 23 6.0 -0.2
BPAY BlackRock Future Financial and Technology ETF 10.0 70 -30 7.5 +1.3
BELT iShares Long-Term U.S. Equity Active ETF 10.0 75 -35 3.5 -2.6
JPEF JPMorgan Equity Focus ETF 9.9 50 -10 4.5 -1.7
SAMT Strategas Macro Thematic Opportunities ETF 9.7 65 -25 3.5 -2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.7 10 30 4.2 -2.0
SFY SoFi Select 500 ETF 9.7 0 40 4.8 -1.3
DVLU First Trust Dorsey Wright Momentum & Value ETF 9.7 60 -20 7.1 +0.9
KLMN Invesco MSCI North America Climate ETF 9.7 9 31 5.3 -0.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.6 80 -40 6.9 +0.7
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 9.6 60 -20 5.7 -0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.5 61 -21 1.4 -4.8
FVAL Fidelity Value Factor ETF 9.5 15 25 7.3 +1.2
JHMM John Hancock Multifactor Mid Cap ETF 9.5 42 -2 6.5 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.4 70 -30 4.4 -1.8
NULG Nuveen ESG Large-Cap Growth ETF 9.4 26 14 3.7 -2.4
FTCS First Trust Capital Strength ETF 9.4 55 -15 5.2 -1.0
VFMF Vanguard U.S. Multifactor ETF 9.3 18 22 8.5 +2.3
YLDE ClearBridge Dividend Strategy ESG ETF 9.3 60 -20 5.4 -0.7
APUE ActivePassive U.S. Equity ETF 9.2 45 -5 4.9 -1.2
BKWO BNY Mellon Women's Opportunities ETF 9.2 50 -10 4.0 -2.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.2 10 30 5.4 -0.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.2 65 -25 8.6 +2.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.2 9 31 6.1 -0.0
BLCV iShares Large Cap Value Active ETF 9.1 53 -13 7.6 +1.4
JQUA JPMorgan U.S. Quality Factor ETF 9.1 12 28 6.0 -0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.1 20 20 7.8 +1.6
SUSA iShares MSCI USA ESG Select ETF 9.1 25 15 5.0 -1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 9.1 39 1 5.3 -0.9
DHS WisdomTree U.S. High Dividend Fund 9.0 38 2 7.8 +1.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 8.9 35 5 7.7 +1.6
PY Principal Value ETF 8.9 15 25 7.1 +1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 8.9 38 2 7.7 +1.5
MAGA Point Bridge America First ETF 8.9 72 -32 6.5 +0.3
DFVX Dimensional US Large Cap Vector ETF 8.9 22 18 6.6 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 8.8 43 -3 4.6 -1.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.8 65 -25 3.0 -3.2
SPLV Invesco S&P 500 Low Volatility ETF 8.8 25 15 4.8 -1.3
LOWV AB US Low Volatility Equity ETF 8.8 48 -8 5.3 -0.8
STXG Strive 1000 Growth ETF 8.7 18 22 4.2 -1.9
ALTL Pacer Lunt Large Cap Alternator ETF 8.7 60 -20 4.6 -1.6
XPND First Trust Expanded Technology ETF 8.7 65 -25 4.3 -1.9
JGRO JPMorgan Active Growth ETF 8.7 44 -4 3.9 -2.3
FAD First Trust Multi Cap Growth AlphaDEX Fund 8.7 64 -24 2.4 -3.7
GVIP Goldman Sachs Hedge Industry VIP ETF 8.7 45 -5 3.8 -2.4
IWS iShares Russell Mid-Cap Value ETF 8.7 23 17 6.5 +0.4
FDRR Fidelity Dividend ETF for Rising Rates 8.7 15 25 7.6 +1.4
FSST Fidelity Sustainable U.S. Equity ETF 8.6 59 -19 4.4 -1.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.6 15 25 7.3 +1.2
SIZE iShares MSCI USA Size Factor ETF 8.6 15 25 5.8 -0.4
HLGE Hartford Longevity Economy ETF 8.6 44 -4 5.5 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 8.6 75 -35 5.4 -0.8
DGRW WisdomTree US Quality Dividend Growth Fund 8.5 28 12 5.7 -0.4
BEEZ Honeytree U.S. Equity ETF 8.5 64 -24 3.5 -2.7
FTGS First Trust Growth Strength ETF 8.5 60 -20 5.6 -0.6
EUSA iShares MSCI USA Equal Weighted ETF 8.5 9 31 6.0 -0.2
LGRO Level Four Large Cap Growth Active ETF 8.4 55 -15 4.1 -2.1
RSP Invesco S&P 500 Equal Weight ETF 8.4 20 20 6.3 +0.2
SPGP Invesco S&P 500 GARP ETF 8.3 34 6 9.6 +3.4
IWR iShares Russell Midcap ETF 8.3 19 21 5.8 -0.4
INCE Franklin Income Equity Focus ETF 8.3 29 11 5.6 -0.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 8.2 79 -39 5.2 -0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 8.2 42 -2 5.4 -0.7
KRUZ Unusual Whales Subversive Republican Trading ETF 8.2 75 -35 6.0 -0.1
DANA Dana Unconstrained Equity ETF 8.2 50 -10 2.8 -3.4
TOK iShares MSCI Kokusai ETF 8.2 26 14 5.2 -1.0
FDLO Fidelity Low Volatility Factor ETF 8.2 15 25 5.4 -0.8
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 8.1 60 -20 4.0 -2.1
IAT iShares U.S. Regional Banks ETF 8.1 40 0 10.1 +3.9
KOKU Xtrackers MSCI Kokusai Equity ETF 8.1 9 31 5.5 -0.7
QGRW WisdomTree U.S. Quality Growth Fund 8.0 28 12 4.7 -1.5
JSTC Adasina Social Justice All Cap Global ETF 8.0 89 -49 4.5 -1.7
FOVL iShares Focused Value Factor ETF 7.9 25 15 10.1 +3.9
IMCV iShares Morningstar Mid-Cap Value ETF 7.9 6 34 7.9 +1.7
KRMA Global X Conscious Companies ETF 7.9 43 -3 6.1 -0.0
GINN Goldman Sachs Innovate Equity ETF 7.9 52 -12 4.4 -1.8
SDEP SFP Core Equity Strategy 7.8 10 30 2.8 -3.4
FLDZ RiverNorth Patriot ETF 7.8 75 -35 5.9 -0.2
EQIN Columbia US Equity Income ETF 7.8 35 5 6.8 +0.7
FLQL Franklin LibertyQ U.S. Equity ETF 7.8 15 25 5.7 -0.4
URTH iShares MSCI World ETF 7.7 24 16 5.5 -0.7
TTAC FCF US Quality ETF 7.6 59 -19 6.1 -0.1
JEPI JPMorgan Equity Premium Income ETF 7.6 35 5 5.4 -0.7
VO Vanguard Mid-Cap ETF 7.6 4 36 5.6 -0.5
IBLC iShares Blockchain and Tech ETF 7.6 47 -7 -4.1 -10.2
IMCB iShares Morningstar Mid-Cap ETF 7.6 4 36 6.0 -0.2
JMOM JPMorgan U.S. Momentum Factor ETF 7.5 12 28 4.8 -1.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 7.4 12 28 4.8 -1.3
BLOK Amplify Transformational Data Sharing ETF 7.2 75 -35 0.4 -5.8
MOTE VanEck Morningstar ESG Moat ETF 7.1 49 -9 4.9 -1.3
BGRO iShares Large Cap Growth Active ETF 7.1 55 -15 3.3 -2.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.1 9 31 6.1 -0.1
LRGE ClearBridge Large Cap Growth ESG ETF 7.1 59 -19 4.0 -2.2
SPHB Invesco S&P 500 High Beta ETF 7.1 25 15 5.3 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.0 12 28 5.1 -1.0
ILCG iShares Morningstar Growth ETF 7.0 4 36 4.1 -2.0
VXF Vanguard Extended Market ETF 7.0 6 34 4.5 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 7.0 23 17 5.8 -0.4
ACWI iShares MSCI ACWI ETF 7.0 32 8 6.0 -0.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 6.9 25 15 4.9 -1.3
JVAL JPMorgan U.S. Value Factor ETF 6.9 12 28 8.5 +2.4
LBO WHITEWOLF Publicly Listed Private Equity ETF 6.9 70 -30 8.0 +1.9
DIVZ TrueShares Low Volatility Equity Income ETF 6.8 65 -25 6.6 +0.4
GGRW Gabelli Growth Innovators ETF 6.8 90 -50 2.6 -3.6
CAML Congress Large Cap Growth ETF 6.8 66 -26 3.4 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 6.8 75 -35 4.2 -2.0
ROE Astoria US Quality Kings ETF 6.8 49 -9 7.0 +0.8
FDL First Trust Morningstar Dividend Leaders Index Fund 6.7 45 -5 9.2 +3.1
AOTG AOT Growth and Innovation ETF 6.7 75 -35 2.4 -3.8
SCHM Schwab U.S. Mid-Cap ETF 6.7 4 36 6.7 +0.5
FDWM Fidelity Women's Leadership ETF 6.7 59 -19 3.2 -3.0
QLV FlexShares US Quality Low Volatility Index Fund 6.7 22 18 5.8 -0.4
SHRY First Trust Bloomberg Shareholder Yield ETF 6.7 60 -20 7.9 +1.8
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.7 40 0 4.0 -2.2
JGLO JPMorgan Global Select Equity ETF 6.7 33 7 5.1 -1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.6 20 20 6.0 -0.1
LCLG Logan Capital Broad Innovative Growth ETF 6.6 99 -59 4.6 -1.6
QLTY GMO U.S. Quality ETF 6.6 50 -10 5.0 -1.2
KLMT Invesco MSCI Global Climate 500 ETF 6.6 10 30 6.1 -0.1
RJMG FT Raymond James Multicap Growth Equity ETF 6.6 85 -45 2.6 -3.6
VT Vanguard Total World Stock ETF 6.5 7 33 6.3 +0.1
VOE Vanguard Mid-Cap Value ETF 6.5 7 33 7.2 +1.1
CGGR Capital Group Growth ETF 6.5 39 1 3.7 -2.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.5 25 15 6.0 -0.1
RGEF Rockefeller Global Equity ETF 6.3 55 -15 5.2 -0.9
AFLG First Trust Active Factor Large Cap ETF 6.3 55 -15 6.2 +0.0
FTA First Trust Large Cap Value AlphaDEX Fund 6.3 59 -19 9.4 +3.3
TBG TBG Dividend Focus ETF 6.3 59 -19 7.3 +1.2
EMOT First Trust S&P 500 Economic Moat ETF 6.3 60 -20 6.5 +0.4
MGK Vanguard Mega Cap Growth ETF 6.3 7 33 4.5 -1.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.3 15 25 4.7 -1.5
ROUS Hartford Multifactor US Equity ETF 6.3 19 21 7.2 +1.1
SFYX SoFi Next 500 ETF 6.2 0 40 3.6 -2.6
BEEX BeeHive ETF 6.2 84 -44 4.7 -1.5
QWLD SPDR MSCI World StrategicFactors ETF 6.2 30 10 5.9 -0.2
IMCG iShares Morningstar Mid-Cap Growth ETF 6.2 6 34 4.1 -2.0
ACSI American Customer Satisfaction ETF 6.2 65 -25 5.2 -0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.1 7 33 6.2 +0.1
VUG Vanguard Growth ETF 6.1 4 36 4.3 -1.8
FAB First Trust Multi Cap Value AlphaDEX Fund 6.1 67 -27 10.1 +3.9
FCPI Fidelity Stocks for Inflation ETF 6.1 15 25 7.8 +1.6
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 6.1 39 1 4.1 -2.1
PKW Invesco Buyback Achievers ETF 6.0 62 -22 8.0 +1.8
EGUS iShares ESG Aware MSCI USA Growth ETF 6.0 18 22 4.5 -1.7
IUS Invesco RAFI Strategic US ETF 6.0 19 21 7.1 +0.9
FLRG Fidelity U.S. Multifactor ETF 6.0 15 25 7.1 +1.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.0 49 -9 4.3 -1.8
GLOF iShares Global Equity Factor ETF 6.0 20 20 6.8 +0.6
VB Vanguard Small-Cap ETF 5.9 5 35 5.7 -0.4
HDUS Hartford Disciplined US Equity ETF 5.9 19 21 5.9 -0.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.8 56 -16 6.3 +0.1
SCHG Schwab U.S. Large-Cap Growth ETF 5.8 4 36 4.4 -1.8
DGT SPDR Global Dow ETF 5.8 50 -10 7.5 +1.3
RPG Invesco S&P 500 Pure Growth ETF 5.8 35 5 3.6 -2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.7 75 -35 7.6 +1.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.7 45 -5 5.9 -0.3
IWF iShares Russell 1000 Growth ETF 5.6 19 21 4.8 -1.4
VONG Vanguard Russell 1000 Growth ETF 5.6 8 32 4.9 -1.3
ONEO SPDR Russell 1000 Momentum Focus ETF 5.6 20 20 6.8 +0.6
BFOR ALPS Barron's 400 ETF 5.6 65 -25 6.2 +0.1
SSPY Syntax Stratified LargeCap ETF 5.6 30 10 6.6 +0.4
DEUS Xtrackers Russell US Multifactor ETF 5.6 17 23 6.9 +0.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 5.6 65 -25 5.4 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 5.5 18 22 5.2 -0.9
JHDV John Hancock U.S. High Dividend ETF 5.5 34 6 6.3 +0.1
IWY iShares Russell Top 200 Growth ETF 5.5 20 20 4.9 -1.3
IOO iShares Global 100 ETF 5.4 41 -1 5.4 -0.8
CZAR Themes Natural Monopoly ETF 5.4 35 5 2.8 -3.4
EQAL Invesco Russell 1000 Equal Weight ETF 5.4 20 20 6.6 +0.4
USMV iShares MSCI USA Min Vol Factor ETF 5.4 15 25 5.5 -0.7
RPV Invesco S&P 500 Pure Value ETF 5.4 35 5 10.7 +4.6
BGIG Bahl & Gaynor Income Growth ETF 5.4 45 -5 5.4 -0.7
HAPY Harbor Human Capital Factor Unconstrained ETF 5.3 50 -10 3.4 -2.8
SMMD iShares Russell 2500 ETF 5.2 15 25 6.2 +0.1
GURU Global X Guru Index ETF 5.2 75 -35 4.2 -2.0
QDF FlexShares Quality Dividend Index Fund 5.2 37 3 6.2 +0.0
SFYF SoFi Social 50 ETF 5.2 29 11 0.0 -6.1
EQRR ProShares Equities for Rising Rates ETF 5.2 35 5 8.0 +1.8
DON WisdomTree U.S. MidCap Dividend Fund 5.1 38 2 8.3 +2.2
DTEC ALPS Disruptive Technologies ETF 5.1 50 -10 4.0 -2.1
HKND Humankind US Stock ETF 5.1 11 29 7.5 +1.3
BGDV Bahl & Gaynor Dividend ETF 5.1 45 -5 5.0 -1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 5.1 55 -15 4.2 -1.9
DVY iShares Select Dividend ETF 5.0 38 2 9.2 +3.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.0 29 11 6.8 +0.6
GDIV Harbor Dividend Growth Leaders ETF 5.0 50 -10 5.2 -0.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.0 60 -20 1.2 -5.0
KRE SPDR S&P Regional Banking ETF 5.0 35 5 10.5 +4.4
IJH iShares Core S&P Mid-Cap ETF 5.0 5 35 7.4 +1.2
MDY SPDR S&P Midcap 400 ETF Trust 5.0 24 16 7.2 +1.0
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.0 3 37 7.4 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 5.0 10 30 7.3 +1.2
BUYZ Franklin Disruptive Commerce ETF 4.9 50 -10 2.6 -3.6
ONEY SPDR Russell 1000 Yield Focus ETF 4.9 20 20 9.1 +2.9
VBR Vanguard Small Cap Value ETF 4.9 7 33 8.5 +2.3
FFOG Franklin Focused Growth ETF 4.8 61 -21 2.8 -3.4
STCE Schwab Crypto Thematic ETF 4.8 30 10 1.8 -4.4
ISCB iShares Morningstar Small-Cap ETF 4.8 4 36 5.6 -0.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 4.8 15 25 10.0 +3.8
DEW WisdomTree Global High Dividend Fund 4.8 58 -18 7.7 +1.6
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.8 61 -21 -1.1 -7.2
USMF WisdomTree U.S. Multifactor Fund 4.7 28 12 6.7 +0.6
MBOX Freedom Day Dividend ETF 4.7 39 1 7.4 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.7 18 22 4.9 -1.2
CGDG Capital Group Dividend Growers ETF 4.7 47 -7 6.3 +0.2
STXM Strive Mid-Cap ETF 4.7 18 22 3.6 -2.5
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.7 12 28 5.0 -1.1
FNX First Trust Mid Cap Core AlphaDEX Fund 4.6 60 -20 8.2 +2.0
FDG American Century Focused Dynamic Growth ETF 4.6 45 -5 2.4 -3.8
DWLD Davis Select Worldwide ETF 4.6 63 -23 7.8 +1.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.6 15 25 7.3 +1.1
FPAG FPA Global Equity ETF 4.6 49 -9 6.3 +0.1
BCDF Horizon Kinetics Blockchain Development ETF 4.6 85 -45 4.5 -1.7
ETHO Etho Climate Leadership U.S. ETF 4.6 47 -7 5.5 -0.7
XJH iShares ESG Screened S&P Mid-Cap ETF 4.5 12 28 7.0 +0.8
NUMV Nuveen ESG Mid-Cap Value ETF 4.5 31 9 6.4 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.5 4 36 6.1 -0.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.5 49 -9 8.7 +2.5
DURA VanEck Durable High Dividend ETF 4.4 29 11 8.5 +2.3
VOT Vanguard Mid-Cap Growth ETF 4.4 7 33 3.7 -2.5
VFQY Vanguard U.S. Quality Factor ETF 4.4 13 27 6.6 +0.4
IWP iShares Russell Mid-Cap Growth ETF 4.4 23 17 3.7 -2.5
RWK Invesco S&P MidCap 400 Revenue ETF 4.4 39 1 10.2 +4.0
TMFG Motley Fool Global Opportunities ETF 4.3 85 -45 3.5 -2.6
MDLV Morgan Dempsey Large Cap Value ETF 4.3 58 -18 7.0 +0.8
PEY Invesco High Yield Equity Dividend Achievers ETF 4.3 52 -12 9.9 +3.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 4.3 7 33 8.2 +2.0
JGRW Jensen Quality Growth ETF 4.3 57 -17 4.6 -1.5
AGQI First Trust Active Global Quality Income ETF 4.3 85 -45 6.6 +0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.3 52 -12 5.6 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.3 58 -18 5.6 -0.5
FSMD Fidelity Small-Mid Multifactor ETF 4.2 15 25 7.0 +0.8
EZM WisdomTree U.S. MidCap Fund 4.2 38 2 9.3 +3.2
SCHD Schwab US Dividend Equity ETF 4.2 6 34 9.4 +3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.1 24 16 7.6 +1.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.1 50 -10 8.3 +2.2
QDEF FlexShares Quality Dividend Defensive Index Fund 4.1 37 3 5.9 -0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.1 39 1 10.3 +4.1
DFAS Dimensional U.S. Small Cap ETF 4.1 26 14 6.9 +0.8
ISCV iShares Morningstar Small Cap Value ETF 4.1 6 34 8.4 +2.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.0 17 23 5.7 -0.5
ABFL Abacus FCF Leaders ETF 4.0 59 -19 5.8 -0.3
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 30 4.9 -1.3
OPTZ Optimize Strategy Index ETF 3.9 50 -10 5.3 -0.9
TOGA Tremblant Global ETF 3.9 69 -29 2.5 -3.7
DIVS SmartETFs Dividend Builder ETF 3.9 65 -25 4.9 -1.2
JPUS JPMorgan Diversified Return U.S. Equity ETF 3.8 18 22 7.2 +1.1
RUNN Running Oak Efficient Growth ETF 3.7 58 -18 4.9 -1.3
WLDR Affinity World Leaders Equity ETF 3.7 67 -27 8.3 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 3.7 60 -20 8.5 +2.3
PTL Inspire 500 ETF 3.7 9 31 5.4 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 3.7 17 23 6.0 -0.2
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.7 15 25 6.0 -0.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.7 15 25 6.0 -0.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.7 39 1 -0.5 -6.6
LYLD Cambria Large Cap Shareholder Yield ETF 3.6 59 -19 9.8 +3.6
FBCG Fidelity Blue Chip Growth ETF 3.6 59 -19 3.4 -2.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.6 61 -21 7.1 +0.9
SMOT VanEck Morningstar SMID Moat ETF 3.6 49 -9 7.1 +0.9
IETC iShares U.S. Tech Independence Focused ETF 3.5 18 22 4.7 -1.5
GK AdvisorShares Gerber Kawasaki ETF 3.5 75 -35 2.9 -3.3
MVAL VanEck Morningstar Wide Moat Value ETF 3.5 49 -9 6.8 +0.6
PSP Invesco Global Listed Private Equity ETF 3.5 106 -66 5.7 -0.5
FNDA Schwab Fundamental US Small Co. Index ETF 3.5 25 15 6.6 +0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 3.4 18 22 8.6 +2.5
MDYV SPDR S&P 400 Mid Cap Value ETF 3.4 15 25 8.7 +2.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.4 15 25 8.7 +2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.4 15 25 6.0 -0.2
CGGO Capital Group Global Growth Equity ETF 3.4 47 -7 5.0 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 3.4 13 27 5.5 -0.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.3 15 25 4.3 -1.9
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.3 20 20 7.4 +1.2
FVD First Trust Value Line Dividend Index Fund 3.3 65 -25 6.1 -0.1
AIEQ AI Powered Equity ETF 3.2 75 -35 4.1 -2.0
LQPE PEO AlphaQuest Thematic PE ETF 3.2 125 -85 6.9 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.2 24 16 7.6 +1.4
TAX Cambria Tax Aware ETF 3.1 49 -9 5.4 -0.8
CWS AdvisorShares Focused Equity ETF 3.1 84 -44 4.9 -1.3
DFAT Dimensional U.S. Targeted Value ETF 3.1 28 12 10.0 +3.9
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.1 65 -25 5.0 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.1 30 10 7.9 +1.8
KONG Formidable Fortress ETF 3.1 89 -49 5.7 -0.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.0 52 -12 6.5 +0.4
CVY Invesco Zacks Multi-Asset Income ETF 3.0 106 -66 10.9 +4.8
GINX SGI Enhanced Global Income ETF 3.0 98 -58 7.3 +1.2
VSDA VictoryShares Dividend Accelerator ETF 2.9 35 5 7.0 +0.8
QGRO American Century U.S. Quality Growth ETF 2.9 29 11 3.8 -2.3
MOAT VanEck Morningstar Wide Moat ETF 2.8 46 -6 6.0 -0.2
SCHA Schwab U.S. Small-Cap ETF 2.8 4 36 5.3 -0.9
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.8 60 -20 6.4 +0.3
TMAT Main Thematic Innovation ETF 2.8 164 -124 -1.5 -7.7
WTV WisdomTree US Value Fund of Benef Interest 2.8 12 28 9.5 +3.3
CGDV Capital Group Dividend Value ETF 2.8 33 7 4.9 -1.3
SURE AdvisorShares Insiders Advantage ETF 2.8 90 -50 10.0 +3.8
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -30 12.3 +6.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.7 39 1 3.8 -2.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 2.7 30 10 7.4 +1.2
ITAN Sparkline Intangible Value ETF 2.7 50 -10 6.5 +0.3
DSTL Distillate US Fundamental Stability & Value ETF 2.7 39 1 8.3 +2.1
TXS Texas Capital Texas Equity Index ETF 2.7 49 -9 5.1 -1.1
JHSC John Hancock Multifactor Small Cap ETF 2.7 42 -2 6.9 +0.7
VALQ American Century U.S. Quality Value ETF 2.6 29 11 7.6 +1.5
SDOG ALPS Sector Dividend Dogs ETF 2.6 36 4 9.3 +3.2
VAMO Cambria Value & Momentum ETF 2.6 61 -21 6.8 +0.7
ACWV iShares MSCI Global Min Vol Factor ETF 2.6 20 20 5.9 -0.3
YALL God Bless America ETF 2.6 65 -25 4.3 -1.8
KOMP SPDR S&P Kensho New Economies Composite ETF 2.6 20 20 3.7 -2.5
XMVM Invesco S&P MidCap Value with Momentum ETF 2.5 39 1 9.7 +3.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 2.5 15 25 6.4 +0.3
BWEB Bitwise Web3 ETF 2.5 85 -45 0.1 -6.1
ARKF ARK Fintech Innovation ETF 2.5 75 -35 -0.3 -6.4
HOMZ Hoya Capital Housing ETF 2.5 30 10 6.3 +0.2
DFSV Dimensional US Small Cap Value ETF 2.5 31 9 10.9 +4.8
BUZZ VanEck Social Sentiment ETF 2.4 75 -35 -1.3 -7.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.4 27 13 6.1 -0.0
XDAT Franklin Exponential Data ETF 2.3 50 -10 2.1 -4.0
ANEW ProShares MSCI Transformational Changes ETF 2.3 45 -5 7.0 +0.9
RNMC First Trust Mid Cap US Equity Select ETF 2.3 60 -20 7.0 +0.8
FSCS First Trust SMID Capital Strength ETF 2.3 60 -20 6.4 +0.2
XMMO Invesco S&P MidCap Momentum ETF 2.3 34 6 5.6 -0.6
TMDV ProShares Russell US Dividend Growers ETF 2.2 35 5 4.6 -1.5
NUSC Nuveen ESG Small-Cap ETF 2.2 31 9 5.3 -0.9
CZA Invesco Zacks Mid-Cap ETF 2.2 72 -32 5.9 -0.3
OCFS Otter Creek Focus Strategy ETF 2.2 85 -45 4.6 -1.5
WCEO Hypatia Women CEO ETF 2.1 85 -45 -1.3 -7.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.1 35 5 5.7 -0.4
AFMC First Trust Active Factor Mid Cap ETF 2.1 65 -25 8.2 +2.0
PRAY FIS Christian Stock Fund 2.1 69 -29 5.5 -0.7
MOTG VanEck Morningstar Global Wide Moat ETF 2.0 52 -12 6.7 +0.5
QDIV Global X S&P 500 Quality Dividend ETF 1.9 20 20 8.2 +2.0
DEMZ Democratic Large Cap Core ETF 1.9 45 -5 4.6 -1.6
KBWR Invesco KBW Regional Banking ETF 1.9 35 5 10.0 +3.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.9 60 -20 6.3 +0.2
BLES Inspire Global Hope ETF 1.9 61 -21 6.8 +0.7
DIHP Dimensional International High Profitability ETF 1.8 29 11 7.4 +1.2
SDY SPDR S&P Dividend ETF 1.8 35 5 6.2 +0.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 19 4.3 -1.9
ISMD Inspire Small/Mid Cap ETF 1.8 54 -14 4.7 -1.5
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.7 70 -30 2.8 -3.4
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -45 3.9 -2.2
HDV iShares Core High Dividend ETF 1.6 8 32 6.7 +0.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.6 6 34 2.7 -3.4
VBK Vanguard Small-Cap Growth ETF 1.6 7 33 1.7 -4.4
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.6 30 10 8.6 +2.5
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.6 15 25 5.8 -0.3
TMFX Motley Fool Next Index ETF 1.5 50 -10 3.2 -3.0
SYLD Cambria Shareholder Yield ETF 1.5 59 -19 11.9 +5.7
FPX First Trust US Equity Opportunities ETF 1.5 61 -21 1.3 -4.9
BKSE BNY Mellon US Small Cap Core Equity ETF 1.5 4 36 5.9 -0.3
XT iShares Exponential Technologies ETF 1.4 46 -6 5.5 -0.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.4 35 5 4.7 -1.5
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.4 42 -2 5.5 -0.7
TPSC Timothy Plan US Small Cap Core ETF 1.4 52 -12 7.2 +1.1
AVUV Avantis U.S. Small Cap Value ETF 1.4 25 15 10.8 +4.6
COPY Tweedy, Browne Insider + Value ETF 1.4 80 -40 12.6 +6.5
BIBL Inspire 100 ETF 1.3 35 5 4.7 -1.5
GQQQ Astoria US Quality Growth Kings ETF 1.3 35 5 5.6 -0.5
STXK Strive Small-Cap ETF 1.3 18 22 5.5 -0.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.3 80 -40 6.0 -0.1
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 5 5.8 -0.4
IPDP Dividend Performers ETF 1.3 122 -82 5.0 -1.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.2 25 15 7.8 +1.6
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 4.4 -1.8
BRIF FIS Bright Portfolios Focused Equity ETF 1.2 65 -25 4.9 -1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.2 48 -8 8.3 +2.2
ARKK ARK Innovation ETF 1.1 75 -35 -3.3 -9.4
ARKW ARK Next Generation Internet ETF 1.1 87 -47 -1.3 -7.5
BKCH Global X Blockchain ETF 1.1 50 -10 -4.3 -10.5
TIME Clockwise Core Equity & Innovation ETF 1.1 95 -55 8.1 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 1 4.0 -2.1
SRHQ SRH U.S. Quality ETF 1.1 35 5 7.6 +1.4
SIXL ETC 6 Meridian Low Beta Equity ETF 1.0 80 -40 5.7 -0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.0 15 25 5.9 -0.2
IEDI iShares U.S. Consumer Focused ETF 1.0 18 22 5.3 -0.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 20 5.5 -0.6
RSSL Global X Russell 2000 ETF 1.0 8 32 3.6 -2.6
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 5.4 -0.7
IWM iShares Russell 2000 ETF 1.0 19 21 3.6 -2.5
VTWO Vanguard Russell 2000 ETF 1.0 10 30 3.8 -2.4
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.0 85 -45 -1.5 -7.6
PSET Principal Quality ETF 0.9 15 25 5.7 -0.5
FINX Global X FinTech ETF 0.9 68 -28 2.6 -3.5
TRFM AAM Transformers ETF 0.9 49 -9 1.9 -4.3
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.9 40 0 7.0 +0.9
NUMG Nuveen ESG Mid-Cap Growth ETF 0.9 31 9 2.6 -3.6
GVLU Gotham 1000 Value ETF 0.8 50 -10 9.1 +2.9
ARB AltShares Merger Arbitrage ETF 0.8 77 -37 4.0 -2.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.8 52 -12 6.9 +0.7
TPHD Timothy Plan High Dividend Stock ETF 0.8 52 -12 6.9 +0.7
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.8 54 -14 6.9 +0.7
IWN iShares Russell 2000 Value ETF 0.8 24 16 5.8 -0.4
VTWV Vanguard Russell 2000 Value ETF 0.8 15 25 5.9 -0.2
XMLV Invesco S&P MidCap Low Volatility ETF 0.8 25 15 6.0 -0.1
SPDV AAM S&P 500 High Dividend Value ETF 0.8 29 11 9.8 +3.7
FTDS First Trust Dividend Strength ETF 0.8 70 -30 7.8 +1.7
NBDS Neuberger Berman Disrupters ETF 0.7 55 -15 1.0 -5.2
POWA Invesco Bloomberg Pricing Power ETF 0.7 40 0 5.3 -0.8
NIXT Research Affiliates Deletions ETF 0.7 9 31 3.8 -2.4
RND First Trust Bloomberg R&D Leaders ETF 0.7 60 -20 3.0 -3.2
SMCF Themes US Small Cap Cash Flow Champions ETF 0.7 29 11 11.8 +5.6
WBIY WBI Power Factor High Dividend ETF 0.6 100 -60 13.4 +7.2
CBSE Clough Select Equity ETF 0.6 85 -45 1.6 -4.5
DAPP VanEck Digital Transformation ETF 0.6 50 -10 -5.3 -11.5
PNQI Invesco NASDAQ Internet ETF 0.6 60 -20 3.8 -2.3
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.6 65 -25 -3.8 -10.0
METV Roundhill Ball Metaverse ETF 0.6 59 -19 8.2 +2.1
SVAL iShares US Small Cap Value Factor ETF 0.6 20 20 11.0 +4.8
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.6 60 -20 9.4 +3.2
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 5 14.1 +7.9
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 5.7 -0.5
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 15 7.1 +1.0
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 7.4 +1.2
MDCP VictoryShares THB Mid Cap ESG ETF 0.5 55 -15 5.6 -0.6
LOUP Innovator Deepwater Frontier Tech ETF 0.5 70 -30 1.8 -4.4
ZIG Acquirers Fund 0.5 84 -44 20.3 +14.2
SMAP Amplify Small-Mid Cap Equity ETF 0.5 60 -20 1.3 -4.8
RNSC Furst Trust Small Cap US Equity Select ETF 0.4 60 -20 6.7 +0.5
KNO AXS Knowledge Leaders ETF 0.4 78 -38 6.1 -0.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 7.0 +0.8
GRPM Invesco S&P MidCap 400 GARP ETF 0.4 35 5 9.6 +3.4
FESM Fidelity Enhanced Small Cap ETF 0.4 28 12 3.8 -2.3
RAYD Rayliant Quantitative Developed Market Equity ETF 0.4 80 -40 4.7 -1.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 28 8.1 +1.9
OSCV Opus Small Cap Value ETF 0.4 79 -39 6.7 +0.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 10 7.0 +0.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 9.2 +3.1
MILN Global X Millennial Consumer ETF 0.3 50 -10 3.1 -3.1
PSC Principal U.S. Small-Cap ETF 0.3 38 2 6.9 +0.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -55 0.7 -5.5
CSMD Congress SMid Growth ETF 0.3 69 -29 4.2 -1.9
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.3 35 5 6.9 +0.7
BOUT Innovator IBD Breakout Opportunities ETF 0.3 81 -41 4.8 -1.4
FFTY Innovator IBD 50 ETF 0.3 80 -40 -2.5 -8.7
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.3 75 -35 5.1 -1.1
AIRR First Trust RBA American Industrial Renaissance ETF 0.2 70 -30 6.1 -0.0
SQLV Royce Quant Small-Cap Quality Value ETF 0.2 60 -20 9.6 +3.5
KBWD Invesco KBW High Dividend Yield Financial ETF 0.2 384 -344 9.8 +3.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.2 20 20 5.3 -0.9
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.2 56 -16 12.6 +6.5
IWO iShares Russell 2000 Growth ETF 0.2 24 16 1.5 -4.7
VTWG Vanguard Russell 2000 Growth ETF 0.2 15 25 1.5 -4.6
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 6.6 +0.4
MVPA Miller Value Partners Appreciation ETF 0.1 60 -20 8.4 +2.2
CVAR Cultivar ETF 0.1 87 -47 6.1 -0.1
MGRO VanEck Morningstar Wide Moat Growth ETF 0.1 49 -9 4.7 -1.5
TMFM Motley Fool Mid-Cap Growth ETF 0.1 85 -45 3.7 -2.5
SIXS ETC 6 Meridian Small Cap Equity ETF 0.1 89 -49 9.4 +3.3
PSCF Invesco S&P SmallCap Financials ETF 0.1 29 11 6.2 +0.0
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 25 7.3 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 1 9.8 +3.7
XSMO Invesco S&P SmallCap Momentum ETF 0.1 39 1 5.3 -0.9
IJR iShares Core S&P Small Cap ETF 0.1 6 34 7.3 +1.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 22 5.1 -1.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 28 6.6 +0.4
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 25 5.1 -1.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 37 7.4 +1.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 25 5.3 -0.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 30 7.2 +1.1
GLRY Inspire Faithward Mid Cap Momentum ETF 0.1 80 -40 6.6 +0.5
DSMC Distillate Small/Mid Cash Flow ETF 0.1 55 -15 13.5 +7.4
SCDV Bahl & Gaynor Small Cap Dividend ETF 0.1 70 -30 5.2 -1.0
HAPS Harbor Human Capital Factor US Small Cap ETF 0.1 60 -20 4.4 -1.8
COWS Amplify Cash Flow Dividend Leaders ETF 0.1 0 40 12.7 +6.6
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 8.6 +2.5
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 9.1 +3.0
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 31 4.0 -2.2
CGV Conductor Global Equity Value ETF 0.1 130 -90 9.2 +3.0
QINT American Century Quality Diversified International ETF 0.1 39 1 7.6 +1.5
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -30 4.5 -1.6
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 11 8.4 +2.3
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 15 5.4 -0.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 4 10.3 +4.1
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 22 9.4 +3.3
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 28 5.9 -0.3
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 25 9.5 +3.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 25 9.3 +3.1
SMDV ProShares Russell 2000 Dividend Growers ETF 0.1 40 0 7.0 +0.9
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 2 8.7 +2.5
RZG Invesco S&P Smallcap 600 Pure Growth ETF 0.1 35 5 3.7 -2.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -35 8.4 +2.3
PTEC Global X PropTech ETF 0.0 50 -10 2.5 -3.7
DIV Global X SuperDividend US ETF 0.0 45 -5 10.1 +4.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.0 38 2 10.1 +4.0

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 US Financial Services ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.6 %
Divided by: Fwd. P/BV 1.9 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.2 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 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.