iShares US Financial Services ETF
ALTAR
Score™		 5.0% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 18.5x P/Sales
ratio		 4.4x
P/BV
ratio		 2.3x Div.
yield		 1.5%


  • 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) $1,597
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) $388,589
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 14.0 %
JPMORGAN CHASE & CO 11.4 %
VISA INC. CLASS A 8.4 %
MASTERCARD INCORPORATED CLASS A 7.0 %
BANK OF AMERICA CORP 5.1 %
WELLS FARGO & CO 4.1 %
GOLDMAN SACHS GROUP INC 3.1 %
MORGAN STANLEY 2.7 %
S&P GLOBAL, INC. 2.6 %
AMERICAN EXPRESS CO 2.6 %
Total 61.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.4 %
PUERTO RICO 0.1 %
BRITAIN 0.1 %
BERMUDA 0.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
24.7% 50.7% 11.5% 11.5% 6.1%

Market Correlations
versus... Beta R-squared
S&P500 1.03 66%
MSCI EAFE 0.99 64%
MSCI Emg. Mkts. 0.74 35%

Technical Indicators
Recent close $79.47
30d moving avg. $72.61
Annualized volatility 22.0%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.5%
Relative strength (RSI) 59

Liquidity measures
Avg. volume (thou.) 60
Turnover 0.3%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $27,807

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 728 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™: 5.0%


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 79.6 9 31 5.3 +0.3
IYF iShares U.S. Financials ETF 74.8 40 0 5.4 +0.4
FNCL Fidelity MSCI Financials Index ETF 73.0 8 32 5.6 +0.6
VFH Vanguard Financials ETF 71.3 10 30 5.7 +0.7
IXG iShares Global Financials ETF 47.4 42 -2 6.2 +1.2
RSPF Invesco S&P 500 Equal Weight Financials ETF 40.2 40 0 6.2 +1.2
KBWB Invesco KBW Bank ETF 34.6 35 5 7.4 +2.4
DFNL Davis Select Financial ETF 32.1 63 -23 6.6 +1.6
SPVU Invesco S&P 500 Enhanced Value ETF 30.6 13 27 8.9 +3.9
FTXO First Trust Nasdaq Bank ETF 26.9 60 -20 7.8 +2.9
KCE SPDR S&P Capital Markets ETF 26.6 35 5 5.9 +0.9
FXO First Trust Financials AlphaDEX Fund 23.8 62 -22 7.4 +2.4
USMC Principal U.S. Mega-Cap ETF 22.5 12 28 4.4 -0.6
BFIIX Baron FinTech 22.5 75 -35 3.4 -1.6
IWX iShares Russell Top 200 Value ETF 21.9 20 20 6.0 +1.1
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 21.4 65 -25 3.7 -1.3
GSIB Themes Global Systemically Important Banks ETF 21.0 35 5 13.4 +8.5
DUSA Davis Select U.S. Equity ETF 20.7 61 -21 7.1 +2.1
USCF Themes US Cash Flow Champions ETF 20.7 29 11 7.9 +2.9
PFI Invesco Dorsey Wright Financial Momentum ETF 20.5 60 -20 5.0 +0.1
VOOV Vanguard S&P 500 Value ETF 20.3 10 30 6.3 +1.4
IVE iShares S&P 500 Value ETF 20.3 18 22 6.3 +1.3
SPYV SPDR Portfolio S&P 500 Value ETF 20.2 4 36 6.4 +1.4
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 20.2 40 0 4.3 -0.7
SNPV Xtrackers S&P 500 Value ESG ETF 20.1 15 25 6.4 +1.4
PWV Invesco Large Cap Value ETF 20.0 55 -15 6.9 +1.9
IUSV iShares Core S&P US Value ETF 19.9 4 36 6.4 +1.5
MGV Vanguard Mega Cap Value ETF 19.7 7 33 6.4 +1.4
FDFF Fidelity Disruptive Finance ETF 19.4 50 -10 4.1 -0.8
DFUV Dimensional US Marketwide Value ETF 19.4 22 18 7.2 +2.2
FBCV Fidelity Blue Chip Value ETF 19.3 59 -19 7.0 +2.0
STXV Strive 1000 Value ETF 19.1 18 22 7.5 +2.6
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 18.9 15 25 5.7 +0.7
SPMO Invesco S&P 500 Momentum ETF 18.3 13 27 3.8 -1.2
VTV Vanguard Value ETF 17.8 4 36 6.6 +1.6
FELV Fidelity Enhanced Large Cap Value ETF 17.8 18 22 6.4 +1.4
DFLV Dimensional US Large Cap Value ETF 17.7 22 18 7.4 +2.4
VYM Vanguard High Dividend Yield Index ETF 17.6 6 34 6.8 +1.8
IWD iShares Russell 1000 Value ETF 17.4 19 21 6.1 +1.1
VONV Vanguard Russell 1000 Value ETF 17.4 8 32 6.3 +1.3
NUDV Nuveen ESG Dividend ETF 17.2 26 14 7.0 +2.0
RPV Invesco S&P 500 Pure Value ETF 17.0 35 5 9.7 +4.8
KBE SPDR S&P Bank ETF 17.0 35 5 8.3 +3.3
JAVA JPMorgan Active Value ETF 17.0 44 -4 5.7 +0.8
PRF Invesco FTSE RAFI US 1000 ETF 17.0 39 1 6.8 +1.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 17.0 60 -20 4.0 -1.0
IYJ iShares U.S. Industrials ETF 16.9 40 0 4.5 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 16.9 25 15 6.3 +1.3
VIG Vanguard Dividend Appreciation ETF 16.9 6 34 5.6 +0.6
DIVB iShares Core Dividend ETF 16.8 5 35 7.5 +2.5
SCHV Schwab U.S. Large-Cap Value ETF 16.7 4 36 6.4 +1.5
VLU SPDR S&P 1500 Value Tilt ETF 16.6 12 28 6.7 +1.7
MODL VictoryShares WestEnd U.S. Sector ETF 16.5 42 -2 4.7 -0.3
PFM Invesco Dividend Achievers ETF 16.5 53 -13 5.3 +0.3
DGRO iShares Core Dividend Growth ETF 16.4 8 32 6.3 +1.4
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 15.9 75 -35 4.7 -0.3
REVS Columbia Research Enhanced Value ETF 15.9 19 21 7.4 +2.4
ILCV iShares Morningstar Value ETF 15.8 4 36 6.2 +1.2
XMAG Defiance Large Cap ex-Mag 7 ETF 15.7 35 5 5.1 +0.2
BDAIX Baron Durable Advantage 15.7 75 -35 3.7 -1.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 15.7 30 10 4.7 -0.2
GVUS Marketbeta Russell 1000 Value Equity ETF 15.4 12 28 6.2 +1.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 15.2 32 8 4.8 -0.1
SPXT ProShares S&P 500 Ex-Technology ETF 15.1 9 31 5.3 +0.3
EVUS iShares ESG Aware MSCI USA Value ETF 15.1 18 22 6.4 +1.4
RDVY First Trust Rising Dividend Achievers ETF 15.0 50 -10 9.1 +4.1
MTUM iShares MSCI USA Momentum Factor ETF 14.8 15 25 4.1 -0.9
DLN WisdomTree U.S. LargeCap Dividend Fund 14.8 28 12 5.7 +0.8
FNDX Schwab Fundamental US Large Co. Index ETF 14.4 25 15 6.8 +1.8
EPS WisdomTree U.S. LargeCap Fund 14.4 8 32 5.9 +0.9
DTD WisdomTree U.S. Total Dividend Fund 14.3 28 12 6.0 +1.0
SPVM Invesco S&P 500 Value with Momentum ETF 14.1 39 1 7.8 +2.8
DIVL Madison Dividend Value ETF 13.9 65 -25 5.5 +0.6
ICAP InfraCap Equity Income Fund ETF 13.8 171 -131 6.0 +1.0
FNDB Schwab Fundamental US Broad Market Index ETF 13.8 25 15 6.8 +1.8
USXF iShares ESG Advanced MSCI USA ETF 13.7 10 30 5.0 +0.0
GVIP Goldman Sachs Hedge Industry VIP ETF 13.6 45 -5 4.8 -0.2
DIA SPDR Dow Jones Industrial Average ETF Trust 13.5 16 24 5.4 +0.4
RFFC ALPS Active Equity Opportunity ETF 13.3 48 -8 4.5 -0.5
TOPT iShares Top 20 U.S. Stocks ETF 13.3 20 20 4.3 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13.2 29 11 6.4 +1.4
DHS WisdomTree U.S. High Dividend Fund 13.2 38 2 7.6 +2.6
FDRR Fidelity Dividend ETF for Rising Rates 13.2 15 25 7.4 +2.4
RWL Invesco S&P 500 Revenue ETF 13.1 39 1 6.7 +1.7
QUVU Hartford Quality Value ETF 13.0 46 -6 6.6 +1.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 12.9 29 11 4.3 -0.7
EDOW First Trust Dow 30 Equal Weight ETF 12.9 50 -10 5.5 +0.5
SPHQ Invesco S&P 500 Quality ETF 12.9 15 25 5.7 +0.7
TOLL Tema Monopolies and Oligopolies ETF 12.8 75 -35 3.3 -1.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 12.7 48 -8 5.9 +0.9
HAPI Harbor Human Capital Factor US Large Cap ETF 12.7 36 4 4.6 -0.4
PWB Invesco Large Cap Growth ETF 12.6 56 -16 3.2 -1.7
TMFC Motley Fool 100 Index ETF 12.6 50 -10 3.7 -1.3
AVSU Avantis Responsible U.S. Equity ETF 12.5 15 25 6.1 +1.1
WOMN Impact Shares YWCA Women's Empowerment ETF 12.5 75 -35 4.7 -0.3
INRO iShares U.S. Industry Rotation Active ETF 12.5 42 -2 4.5 -0.5
STXD Strive 1000 Dividend Growth ETF 12.5 35 5 5.2 +0.2
FUNL CornerCap Fundametrics Large-Cap ETF 12.5 50 -10 6.7 +1.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 12.4 12 28 4.5 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 12.4 29 11 7.2 +2.2
UDI USCF Dividend Income Fund 12.4 65 -25 7.3 +2.3
DVND Touchstone Dividend Select ETF 12.4 67 -27 5.8 +0.8
BDIV AAM Brentview Dividend Growth ETF 12.2 49 -9 4.4 -0.6
OEF iShares S&P 100 ETF 12.2 20 20 4.8 -0.2
LCF Touchstone US Large Cap Focused ETF 12.2 69 -29 4.1 -0.9
XVV iShares ESG Screened S&P 500 ETF 12.2 8 32 4.9 -0.1
QVML Invesco S&P 500 QVM Multi-factor ETF 12.1 11 29 4.8 -0.1
OALC OneAscent Large Cap Core ETF 12.0 86 -46 4.3 -0.7
AIVL WisdomTree U.S. AI Enhanced Value Fund 12.0 38 2 5.7 +0.7
EQUL IQ Engender Equality ETF 11.9 45 -5 5.7 +0.7
MGC Vanguard Mega Cap ETF 11.9 7 33 4.8 -0.2
QUAL iShares MSCI USA Quality Factor ETF 11.9 15 25 5.3 +0.3
IWL iShares Russell Top 200 ETF 11.9 15 25 4.7 -0.3
GLBL Pacer MSCI World Industry Advantage ETF 11.8 65 -25 4.7 -0.3
SPXV ProShares S&P 500 Ex-Health Care ETF 11.8 9 31 4.7 -0.3
FVAL Fidelity Value Factor ETF 11.8 15 25 7.1 +2.1
VEGN US Vegan Climate ETF 11.7 60 -20 4.5 -0.5
VLUE iShares MSCI USA Value Factor ETF 11.6 15 25 10.2 +5.2
GSPY Gotham Enhanced 500 ETF 11.6 50 -10 5.2 +0.3
ULVM VictoryShares US Value Momentum ETF 11.6 20 20 7.0 +2.0
QUS SPDR MSCI USA StrategicFactors ETF 11.5 15 25 5.7 +0.8
VFVA Vanguard U.S. Value Factor ETF 11.5 13 27 10.0 +5.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 11.4 5 35 7.3 +2.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 11.4 20 20 4.8 -0.2
JPEF JPMorgan Equity Focus ETF 11.3 50 -10 4.0 -1.0
PY Principal Value ETF 11.3 15 25 7.0 +2.0
VV Vanguard Large-Cap ETF 11.3 4 36 4.9 -0.1
ABEQ Absolute Select Value ETF 11.3 85 -45 4.3 -0.7
IYY iShares Dow Jones U.S. ETF 11.2 20 20 4.8 -0.2
DFUS Dimensional U.S. Equity ETF 11.2 9 31 4.9 -0.1
IWB iShares Russell 1000 ETF 11.2 15 25 4.8 -0.1
VONE Vanguard Russell 1000 ETF 11.2 8 32 4.9 -0.1
SWP SWP Growth & Income ETF 11.2 99 -59 4.1 -0.8
SHE SPDR MSCI USA Gender Diversity ETF 11.1 20 20 4.9 -0.0
IVV iShares Core S&P 500 ETF 11.1 3 37 5.0 +0.0
SPLG SPDR Portfolio S&P 500 ETF 11.1 2 38 5.0 +0.1
SPY SPDR S&P 500 ETF Trust 11.1 9 31 5.0 -0.0
FTC First Trust Large Cap Growth AlphaDEX Fund 11.1 59 -19 2.4 -2.6
VOO Vanguard S&P 500 ETF 11.1 3 37 5.0 +0.0
ILCB iShares Morningstar U.S. Equity ETF 11.1 3 37 4.9 -0.0
FELC Fidelity Enhanced Large Cap Core ETF 11.1 18 22 5.3 +0.3
ACVF American Conservative Values ETF 11.1 75 -35 4.2 -0.8
IQSU IQ Candriam U.S. Large Cap Equity ETF 11.0 9 31 4.9 -0.1
CHGX AXS Change Finance ESG ETF 11.0 49 -9 5.3 +0.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.0 25 15 5.2 +0.3
LVOL American Century Low Volatility ETF 11.0 29 11 4.9 -0.1
FEX First Trust Large Cap Core AlphaDEX Fund 11.0 59 -19 5.6 +0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 10.9 8 32 5.0 -0.0
DCOR Dimensional US Core Equity 1 ETF 10.9 14 26 5.3 +0.3
AVUS Avantis U.S. Equity ETF 10.8 15 25 5.6 +0.6
RVRB Reverb ETF 10.8 30 10 4.7 -0.3
JOET Virtus Terranova US Quality Momentum ETF 10.8 29 11 4.7 -0.3
SNPE Xtrackers S&P 500 ESG ETF 10.8 10 30 5.1 +0.1
DFSU Dimensional US Sustainability Core 1 ETF 10.8 18 22 5.4 +0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.8 20 20 4.9 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.8 14 26 5.0 +0.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.8 7 33 7.6 +2.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 10.8 3 37 5.1 +0.1
SPXE ProShares S&P 500 Ex-Energy ETF 10.8 9 31 4.9 -0.1
ACSI American Customer Satisfaction ETF 10.8 65 -25 4.4 -0.6
STRV Strive 500 ETF 10.8 5 35 4.9 -0.1
NULC Nuveen ESG Large-Cap ETF 10.8 21 19 5.3 +0.3
IWV iShares Russell 3000 ETF 10.8 20 20 4.7 -0.3
PBUS Invesco MSCI USA ETF 10.8 4 36 5.0 -0.0
JHML John Hancock Multifactor Large Cap ETF 10.7 29 11 5.3 +0.3
VNSE Natixis Vaughan Nelson Select ETF 10.7 80 -40 3.2 -1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 10.7 3 37 4.8 -0.2
VTHR Vanguard Russell 3000 ETF 10.7 10 30 4.7 -0.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.7 50 -10 4.2 -0.7
VTI Vanguard Total Stock Market ETF 10.7 3 37 4.7 -0.2
CATH Global X S&P 500 Catholic Values Custom ETF 10.7 29 11 4.9 -0.1
USSE Segall Bryant & Hamill Select Equity ETF 10.6 65 -25 3.7 -1.3
CVLC Calvert US Large-Cap Core Responsible Index ETF 10.6 15 25 4.9 -0.1
FLV American Century Focused Large Cap Value ETF 10.5 42 -2 6.4 +1.4
QLC FlexShares US Quality Large Cap Index Fund 10.5 25 15 5.4 +0.4
XLG Invesco S&P 500 Top 50 ETF 10.5 20 20 4.5 -0.5
DFAU Dimensional US Core Equity Market ETF 10.5 12 28 5.0 +0.0
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.5 80 -40 5.8 +0.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.5 19 21 6.2 +1.2
NACP Impact Shares NAACP Minority Empowerment ETF 10.4 49 -9 5.0 -0.0
CFA VictoryShares US 500 Volatility Wtd ETF 10.4 35 5 5.6 +0.6
INEQ Columbia International Equity Income ETF 10.4 45 -5 6.6 +1.7
ADME Aptus Drawdown Managed Equity ETF 10.4 79 -39 4.0 -1.0
FDMO Fidelity Momentum Factor ETF 10.4 15 25 4.0 -1.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 10.4 40 0 5.6 +0.6
ESGV Vanguard ESG U.S. Stock ETF 10.3 9 31 4.8 -0.2
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.3 15 25 4.7 -0.3
VOTE TCW Transform 500 ETF 10.3 5 35 4.9 -0.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.3 2 38 5.0 0.0
DFAC Dimensional U.S. Core Equity 2 ETF 10.3 17 23 5.3 +0.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 33 4.9 -0.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.2 7 33 5.0 -0.0
SCHX Schwab U.S. Large-Cap ETF 10.2 3 37 5.0 +0.0
SCHK Schwab 1000 Index ETF 10.2 5 35 5.0 0.0
LRGF iShares U.S. Equity Factor ETF 10.1 8 32 5.6 +0.6
NULV Nuveen ESG Large-Cap Value ETF 10.1 26 14 6.7 +1.8
RECS Columbia Research Enhanced Core ETF 10.1 15 25 5.5 +0.5
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 40 5.0 +0.0
SFY SoFi Select 500 ETF 10.0 0 40 4.5 -0.5
VUSE Vident U.S. Equity Strategy ETF 10.0 50 -10 4.4 -0.6
AUSF Global X Adaptive U.S. Factor ETF 9.9 27 13 8.6 +3.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.9 11 29 4.9 -0.1
APUE ActivePassive U.S. Equity ETF 9.9 45 -5 4.8 -0.2
VSLU Applied Finance Valuation Large Cap ETF 9.9 49 -9 5.6 +0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 9.8 35 5 7.6 +2.6
MAGA Point Bridge America First ETF 9.8 72 -32 5.6 +0.6
EUSA iShares MSCI USA Equal Weighted ETF 9.8 9 31 5.7 +0.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.8 61 -21 1.2 -3.8
SUSL iShares ESG MSCI USA Leaders ETF 9.8 10 30 5.1 +0.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 9.8 38 2 7.6 +2.6
SCHB Schwab U.S. Broad Market ETF 9.8 3 37 4.9 -0.1
ESGU iShares ESG Aware MSCI USA ETF 9.8 15 25 5.0 +0.1
DUHP Dimensional US High Profitability ETF 9.7 21 19 6.5 +1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.7 10 30 5.3 +0.3
KRUZ Unusual Whales Subversive Republican Trading ETF 9.7 75 -35 5.4 +0.4
SIZE iShares MSCI USA Size Factor ETF 9.7 15 25 5.6 +0.6
BELT iShares Long-Term U.S. Equity Active ETF 9.6 75 -35 3.5 -1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.6 65 -25 8.2 +3.2
MOTE VanEck Morningstar ESG Moat ETF 9.6 49 -9 5.2 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.6 10 30 4.4 -0.6
PCGG Polen Capital Global Growth ETF 9.6 85 -45 3.5 -1.5
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.5 20 20 6.4 +1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.5 10 30 4.5 -0.5
ZECP Zacks Earnings Consistent Portfolio ETF 9.5 55 -15 4.7 -0.3
DSI iShares MSCI KLD 400 Social ETF 9.5 25 15 5.0 +0.1
YLDE ClearBridge Dividend Strategy ESG ETF 9.5 60 -20 4.9 -0.1
RSP Invesco S&P 500 Equal Weight ETF 9.4 20 20 6.1 +1.1
FSST Fidelity Sustainable U.S. Equity ETF 9.4 59 -19 2.4 -2.6
DIVG Invesco S&P 500 High Dividend Growers ETF 9.4 39 1 7.5 +2.5
AVLV Avantis U.S. Large Cap Value ETF 9.4 15 25 7.1 +2.1
DGRW WisdomTree US Quality Dividend Growth Fund 9.4 28 12 6.0 +1.0
DEW WisdomTree Global High Dividend Fund 9.3 58 -18 8.5 +3.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 9.3 60 -20 3.9 -1.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 9.3 68 -28 2.1 -2.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.3 9 31 5.8 +0.8
FTA First Trust Large Cap Value AlphaDEX Fund 9.3 59 -19 8.2 +3.2
TBG TBG Dividend Focus ETF 9.3 59 -19 6.8 +1.8
XPND First Trust Expanded Technology ETF 9.2 65 -25 4.5 -0.5
IMCV iShares Morningstar Mid-Cap Value ETF 9.2 6 34 7.5 +2.5
DIVZ TrueShares Low Volatility Equity Income ETF 9.2 65 -25 7.2 +2.2
FTGS First Trust Growth Strength ETF 9.2 60 -20 5.4 +0.4
FLDZ RiverNorth Patriot ETF 9.2 75 -35 5.2 +0.2
ESGG FlexShares STOXX Global ESG Select Index Fund 9.1 42 -2 5.1 +0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.1 10 30 5.1 +0.1
BPAY BlackRock Future Financial and Technology ETF 9.1 70 -30 8.2 +3.2
IAT iShares U.S. Regional Banks ETF 9.1 40 0 8.4 +3.4
FQAL Fidelity Quality Factor ETF 9.1 15 25 5.8 +0.9
IWS iShares Russell Mid-Cap Value ETF 9.1 23 17 6.2 +1.3
JHMM John Hancock Multifactor Mid Cap ETF 9.1 42 -2 6.1 +1.1
LRGC AB US Large Cap Strategic Equities ETF 9.1 48 -8 4.6 -0.4
KRMA Global X Conscious Companies ETF 9.0 43 -3 5.7 +0.8
SPLV Invesco S&P 500 Low Volatility ETF 9.0 25 15 5.1 +0.1
ALTL Pacer Lunt Large Cap Alternator ETF 9.0 60 -20 4.8 -0.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 9.0 65 -25 2.7 -2.3
FFLC Fidelity Fundamental Large Cap Core ETF 8.9 38 2 4.8 -0.2
BLCV iShares Large Cap Value Active ETF 8.9 53 -13 8.1 +3.2
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.8 60 -20 6.1 +1.1
FOVL iShares Focused Value Factor ETF 8.8 25 15 8.5 +3.5
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8.8 9 31 5.4 +0.4
SXQG ETC 6 Meridian Quality Growth ETF 8.8 100 -60 4.0 -1.0
PDP Invesco Dorsey Wright Momentum ETF 8.8 62 -22 3.2 -1.8
FMIL Fidelity New Millennium ETF 8.8 59 -19 4.8 -0.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 8.8 70 -30 4.4 -0.6
IWR iShares Russell Midcap ETF 8.8 19 21 5.4 +0.4
LEAD Siren DIVCON Leaders Dividend ETF 8.7 43 -3 5.1 +0.1
LGRO Level Four Large Cap Growth Active ETF 8.6 55 -15 4.3 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 8.5 12 28 5.8 +0.8
KOCG FIS Knights of Columbus Global Belief ETF 8.5 75 -35 5.0 +0.0
FTCS First Trust Capital Strength ETF 8.4 55 -15 5.7 +0.8
VO Vanguard Mid-Cap ETF 8.4 4 36 5.3 +0.3
TOK iShares MSCI Kokusai ETF 8.4 26 14 5.0 +0.1
SPYD SPDR Portfolio S&P 500 High Dividend ETF 8.4 7 33 8.8 +3.8
DFVX Dimensional US Large Cap Vector ETF 8.3 22 18 6.1 +1.1
INCE Franklin Income Equity Focus ETF 8.3 29 11 5.7 +0.7
SHRY First Trust Bloomberg Shareholder Yield ETF 8.2 60 -20 6.9 +1.9
BEEZ Honeytree U.S. Equity ETF 8.2 64 -24 4.7 -0.3
BKWO BNY Mellon Women's Opportunities ETF 8.2 50 -10 3.9 -1.1
CGUS Capital Group Core Equity ETF 8.1 33 7 4.4 -0.6
FAB First Trust Multi Cap Value AlphaDEX Fund 8.1 67 -27 8.6 +3.6
VXF Vanguard Extended Market ETF 8.1 6 34 3.5 -1.5
GINN Goldman Sachs Innovate Equity ETF 8.0 52 -12 2.8 -2.2
GDVD R3 Global Dividend Growth ETF 8.0 88 -48 5.5 +0.5
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.0 25 15 5.2 +0.2
HDUS Hartford Disciplined US Equity ETF 8.0 19 21 5.9 +0.9
IMCB iShares Morningstar Mid-Cap ETF 7.9 4 36 5.7 +0.7
LBO WHITEWOLF Publicly Listed Private Equity ETF 7.9 70 -30 8.1 +3.1
URTH iShares MSCI World ETF 7.9 24 16 5.2 +0.2
MBCC Monarch Blue Chips Core ETF 7.9 125 -85 3.4 -1.6
SDEP SFP Core Equity Strategy 7.8 10 30 6.3 +1.4
BITQ Bitwise Crypto Industry Innovators ETF 7.8 85 -45 -1.9 -6.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 7.7 15 25 7.3 +2.4
KOKU Xtrackers MSCI Kokusai Equity ETF 7.7 9 31 5.2 +0.2
SUSA iShares MSCI USA ESG Select ETF 7.7 25 15 5.0 +0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 7.7 12 28 4.8 -0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 7.7 45 -5 8.9 +4.0
DWLD Davis Select Worldwide ETF 7.5 63 -23 6.7 +1.7
BGRO iShares Large Cap Growth Active ETF 7.5 55 -15 3.6 -1.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 7.5 64 -24 1.8 -3.2
QGRW WisdomTree U.S. Quality Growth Fund 7.4 28 12 4.7 -0.3
BUZZ VanEck Social Sentiment ETF 7.4 75 -35 0.3 -4.7
NULG Nuveen ESG Large-Cap Growth ETF 7.4 26 14 4.1 -0.9
STXG Strive 1000 Growth ETF 7.4 18 22 4.1 -0.9
GDEF Goldman Sachs Defensive Equity ETF 7.4 55 -15 4.7 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 7.3 9 31 5.4 +0.4
JSTC Adasina Social Justice All Cap Global ETF 7.3 89 -49 4.9 -0.1
VOE Vanguard Mid-Cap Value ETF 7.3 7 33 6.9 +1.9
CZAR Themes Natural Monopoly ETF 7.3 35 5 6.3 +1.3
JVAL JPMorgan U.S. Value Factor ETF 7.2 12 28 7.8 +2.8
NANC Unusual Whales Subversive Democratic Trading ETF 7.2 75 -35 3.9 -1.1
HLGE Hartford Longevity Economy ETF 7.2 44 -4 6.0 +1.0
SCHM Schwab U.S. Mid-Cap ETF 7.2 4 36 6.0 +1.0
QLTY GMO U.S. Quality ETF 7.2 50 -10 4.4 -0.5
ACWI iShares MSCI ACWI ETF 7.1 32 8 5.3 +0.3
LRGE ClearBridge Large Cap Growth ESG ETF 7.1 59 -19 3.5 -1.5
GGRW Gabelli Growth Innovators ETF 7.0 90 -50 2.5 -2.5
KLMT Invesco MSCI Global Climate 500 ETF 7.0 10 30 5.4 +0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.9 20 20 5.2 +0.2
BLCR iShares Large Cap Core Active ETF 6.9 36 4 4.9 -0.1
JGLO JPMorgan Global Select Equity ETF 6.9 33 7 4.5 -0.5
VT Vanguard Total World Stock ETF 6.8 7 33 5.5 +0.5
TTAC FCF US Quality ETF 6.8 59 -19 6.3 +1.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 6.7 12 28 4.5 -0.5
CACG ClearBridge All Cap Growth ESG ETF 6.7 54 -14 3.7 -1.3
FMDE Fidelity Enhanced Mid Cap ETF 6.7 23 17 6.0 +1.0
GINX SGI Enhanced Global Income ETF 6.7 98 -58 5.6 +0.7
FDVV Fidelity High Dividend ETF 6.7 15 25 8.7 +3.7
BLOK Amplify Transformational Data Sharing ETF 6.6 75 -35 0.0 -5.0
QWLD SPDR MSCI World StrategicFactors ETF 6.6 30 10 5.9 +1.0
SFYX SoFi Next 500 ETF 6.6 0 40 4.7 -0.3
EMOT First Trust S&P 500 Economic Moat ETF 6.5 60 -20 6.8 +1.8
CAML Congress Large Cap Growth ETF 6.5 66 -26 3.2 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 6.5 15 25 5.9 +0.9
FDWM Fidelity Women's Leadership ETF 6.5 59 -19 4.7 -0.3
BUYZ Franklin Disruptive Commerce ETF 6.5 50 -10 1.8 -3.2
ONEO SPDR Russell 1000 Momentum Focus ETF 6.5 20 20 6.8 +1.8
SPGP Invesco S&P 500 GARP ETF 6.4 34 6 7.9 +2.9
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.4 40 0 3.8 -1.2
EQAL Invesco Russell 1000 Equal Weight ETF 6.4 20 20 6.3 +1.3
VB Vanguard Small-Cap ETF 6.4 5 35 4.9 -0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 6.3 49 -9 5.3 +0.3
RGEF Rockefeller Global Equity ETF 6.3 55 -15 5.0 -0.0
AFLG First Trust Active Factor Large Cap ETF 6.3 55 -15 5.8 +0.8
SSPY Syntax Stratified LargeCap ETF 6.3 30 10 6.3 +1.3
ROUS Hartford Multifactor US Equity ETF 6.3 19 21 6.5 +1.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.3 7 33 5.3 +0.3
DGT SPDR Global Dow ETF 6.2 50 -10 6.8 +1.8
ILCG iShares Morningstar Growth ETF 6.2 4 36 3.9 -1.1
LCLG Logan Capital Broad Innovative Growth ETF 6.1 99 -59 4.6 -0.4
JEPI JPMorgan Equity Premium Income ETF 6.1 35 5 5.1 +0.1
DEUS Xtrackers Russell US Multifactor ETF 6.0 17 23 6.9 +1.9
QDIV Global X S&P 500 Quality Dividend ETF 6.0 20 20 7.5 +2.6
VUG Vanguard Growth ETF 6.0 4 36 4.0 -1.0
JMOM JPMorgan U.S. Momentum Factor ETF 6.0 12 28 4.5 -0.5
VFMF Vanguard U.S. Multifactor ETF 5.9 18 22 8.5 +3.5
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.9 56 -16 5.9 +0.9
DON WisdomTree U.S. MidCap Dividend Fund 5.9 38 2 7.7 +2.8
GLOF iShares Global Equity Factor ETF 5.9 20 20 7.0 +2.0
FPAG FPA Global Equity ETF 5.8 49 -9 5.4 +0.4
MGK Vanguard Mega Cap Growth ETF 5.8 7 33 4.3 -0.7
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF 5.8 27 13 0.0 -5.0
CGGR Capital Group Growth ETF 5.8 39 1 3.2 -1.8
DVY iShares Select Dividend ETF 5.7 38 2 8.0 +3.0
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.7 39 1 4.0 -0.9
IOO iShares Global 100 ETF 5.7 41 -1 4.8 -0.1
HAPY Harbor Human Capital Factor Unconstrained ETF 5.7 50 -10 4.4 -0.5
MOTG VanEck Morningstar Global Wide Moat ETF 5.6 52 -12 5.6 +0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 5.6 60 -20 8.7 +3.7
BFOR ALPS Barron's 400 ETF 5.6 65 -25 5.6 +0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 5.6 6 34 4.0 -1.0
BGIG Bahl & Gaynor Income Growth ETF 5.6 45 -5 5.0 +0.0
STXM Strive Mid-Cap ETF 5.6 18 22 6.1 +1.1
IWF iShares Russell 1000 Growth ETF 5.6 19 21 4.5 -0.5
VONG Vanguard Russell 1000 Growth ETF 5.6 8 32 4.6 -0.4
ISCB iShares Morningstar Small-Cap ETF 5.6 4 36 4.8 -0.2
ONEY SPDR Russell 1000 Yield Focus ETF 5.5 20 20 9.3 +4.3
KRE SPDR S&P Regional Banking ETF 5.5 35 5 8.3 +3.3
SNPG Xtrackers S&P 500 Growth ESG ETF 5.5 15 25 4.7 -0.3
HKND Humankind US Stock ETF 5.5 11 29 7.1 +2.2
IUS Invesco RAFI Strategic US ETF 5.5 19 21 6.8 +1.8
MBOX Freedom Day Dividend ETF 5.4 39 1 7.4 +2.4
WLDR Affinity World Leaders Equity ETF 5.4 67 -27 8.1 +3.1
SCHG Schwab U.S. Large-Cap Growth ETF 5.3 4 36 4.2 -0.8
JGRO JPMorgan Active Growth ETF 5.3 44 -4 3.5 -1.5
IWY iShares Russell Top 200 Growth ETF 5.3 20 20 4.6 -0.3
SMMD iShares Russell 2500 ETF 5.3 15 25 5.5 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.3 60 -20 8.7 +3.7
VBR Vanguard Small Cap Value ETF 5.3 7 33 7.8 +2.9
IJH iShares Core S&P Mid-Cap ETF 5.3 5 35 6.4 +1.4
MDY SPDR S&P Midcap 400 ETF Trust 5.3 24 16 6.2 +1.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 5.3 3 37 6.4 +1.4
IVOO Vanguard S&P Mid-Cap 400 ETF 5.3 10 30 6.4 +1.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.2 75 -35 6.8 +1.8
VFQY Vanguard U.S. Quality Factor ETF 5.1 13 27 7.5 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 5.1 60 -20 6.8 +1.8
CVY Invesco Zacks Multi-Asset Income ETF 5.1 106 -66 9.8 +4.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.1 25 15 5.6 +0.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 5.0 49 -9 10.4 +5.4
EZM WisdomTree U.S. MidCap Fund 5.0 38 2 7.4 +2.4
FDG American Century Focused Dynamic Growth ETF 5.0 45 -5 2.6 -2.4
ISCV iShares Morningstar Small Cap Value ETF 5.0 6 34 7.2 +2.2
SFYF SoFi Social 50 ETF 5.0 29 11 -2.2 -7.1
EQRR ProShares Equities for Rising Rates ETF 5.0 35 5 7.8 +2.8
DTEC ALPS Disruptive Technologies ETF 5.0 50 -10 3.7 -1.3
QMOM Alpha Architect U.S. Quantitative Momentum ETF 5.0 39 1 3.4 -1.6
FCPI Fidelity Stocks for Inflation ETF 4.9 15 25 8.1 +3.1
PEY Invesco High Yield Equity Dividend Achievers ETF 4.9 52 -12 10.1 +5.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.9 4 36 5.6 +0.7
IWP iShares Russell Mid-Cap Growth ETF 4.9 23 17 3.1 -1.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.9 45 -5 5.6 +0.7
FLRG Fidelity U.S. Multifactor ETF 4.8 15 25 7.3 +2.3
NTZG Nuveen Global Net Zero Transition ETF 4.8 56 -16 4.7 -0.3
SCHD Schwab US Dividend Equity ETF 4.8 6 34 9.2 +4.3
DURA VanEck Durable High Dividend ETF 4.8 29 11 7.4 +2.4
IJJ iShares S&P Mid-Cap 400 Value ETF 4.8 18 22 6.9 +2.0
MDYV SPDR S&P 400 Mid Cap Value ETF 4.8 15 25 7.0 +2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.8 15 25 7.0 +2.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.8 15 25 6.7 +1.7
VOT Vanguard Mid-Cap Growth ETF 4.8 7 33 3.4 -1.6
CGDG Capital Group Dividend Growers ETF 4.7 47 -7 6.6 +1.6
JHDV John Hancock U.S. High Dividend ETF 4.7 34 6 6.2 +1.2
EGUS iShares ESG Aware MSCI USA Growth ETF 4.7 18 22 4.5 -0.5
AOTG AOT Growth and Innovation ETF 4.7 75 -35 3.1 -1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 4.6 12 28 6.5 +1.5
RWK Invesco S&P MidCap 400 Revenue ETF 4.6 39 1 6.9 +2.0
ETHO Etho Climate Leadership U.S. ETF 4.6 47 -7 3.4 -1.6
DFAS Dimensional U.S. Small Cap ETF 4.6 26 14 5.5 +0.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.6 55 -15 4.3 -0.7
USMV iShares MSCI USA Min Vol Factor ETF 4.5 15 25 5.6 +0.6
BIOPX Baron Opportunity Retail 4.5 75 -35 1.0 -4.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.5 17 23 4.7 -0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.4 75 -35 4.3 -0.7
AIEQ AI Powered Equity ETF 4.4 75 -35 3.9 -1.1
JGRW Jensen Quality Growth ETF 4.4 57 -17 4.8 -0.2
STCE Schwab Crypto Thematic ETF 4.4 30 10 -1.6 -6.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.4 12 28 5.3 +0.3
FVD First Trust Value Line Dividend Index Fund 4.4 65 -25 6.3 +1.3
SMDY Syntax Stratified MidCap ETF 4.4 35 5 5.8 +0.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.3 18 22 5.6 +0.7
FFOG Franklin Focused Growth ETF FOCUSED GROWTH ETF 4.3 61 -21 2.8 -2.2
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 9 6.6 +1.7
IUSG iShares Core S&P U.S. Growth ETF 4.3 4 36 4.7 -0.3
GDIV Harbor Dividend Growth Leaders ETF 4.3 50 -10 5.8 +0.8
SMOT VanEck Morningstar SMID Moat ETF 4.3 49 -9 5.8 +0.9
PSP Invesco Global Listed Private Equity ETF 4.3 106 -66 7.7 +2.7
FDLO Fidelity Low Volatility Factor ETF 4.2 15 25 5.3 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.2 24 16 7.0 +2.0
VOOG Vanguard S&P 500 Growth ETF 4.2 10 30 4.6 -0.4
IVW iShares S&P 500 Growth ETF 4.2 18 22 4.5 -0.5
SPYG SPDR Portfolio S&P 500 Growth ETF 4.2 4 36 4.6 -0.4
HOMZ Hoya Capital Housing ETF 4.2 30 10 7.0 +2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.1 18 22 7.2 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.1 60 -20 9.0 +4.0
SATO Invesco Alerian Galaxy Crypto Economy ETF 4.1 61 -21 -2.4 -7.4
ROE Astoria US Quality Kings ETF 4.1 49 -9 7.2 +2.2
BCDF Horizon Kinetics Blockchain Development ETF 4.1 85 -45 3.9 -1.1
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.1 29 11 6.4 +1.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.1 79 -39 4.6 -0.3
FDIG Fidelity Crypto Industry and Digital Payments ETF 4.0 39 1 -1.7 -6.6
OPTZ Optimize Strategy Index ETF 4.0 50 -10 2.9 -2.1
IBLC iShares Blockchain and Tech ETF 4.0 47 -7 -1.7 -6.6
FELG Fidelity Enhanced Large Cap Growth ETF 4.0 18 22 4.6 -0.4
USMF WisdomTree U.S. Multifactor Fund 4.0 28 12 7.1 +2.1
DFAT Dimensional U.S. Targeted Value ETF 4.0 28 12 7.8 +2.8
XDAT Franklin Exponential Data ETF 3.9 50 -10 2.8 -2.2
LYLD Cambria Large Cap Shareholder Yield ETF 3.9 59 -19 9.1 +4.1
VFMO Vanguard U.S. Momentum Factor ETF 3.8 13 27 2.1 -2.9
QDF FlexShares Quality Dividend Index Fund 3.8 37 3 4.2 -0.8
GBUY Goldman Sachs Future Consumer Equity ETF 3.8 75 -35 3.3 -1.6
IETC iShares U.S. Tech Independence Focused ETF 3.7 18 22 4.5 -0.5
DIVS SmartETFs Dividend Builder ETF 3.7 65 -25 5.0 +0.1
TOGA Tremblant Global ETF 3.7 69 -29 1.9 -3.1
TMFG Motley Fool Global Opportunities ETF 3.7 85 -45 3.2 -1.8
FNDA Schwab Fundamental US Small Co. Index ETF 3.6 25 15 6.0 +1.0
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.6 15 25 6.8 +1.8
RUNN Running Oak Efficient Growth ETF 3.6 58 -18 4.5 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 18 3.8 -1.2
HDV iShares Core High Dividend ETF 3.6 8 32 7.1 +2.1
SPMV Invesco S&P 500 Minimum Variance ETF 3.6 10 30 5.5 +0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 3.6 15 25 4.6 -0.4
FSMD Fidelity Small-Mid Multifactor ETF 3.6 15 25 6.8 +1.8
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.5 52 -12 5.1 +0.1
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.5 58 -18 5.0 +0.1
PTL Inspire 500 ETF 3.5 9 31 5.6 +0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.5 20 20 7.6 +2.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.5 24 16 7.3 +2.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 3.5 39 1 8.6 +3.7
MVAL VanEck Morningstar Wide Moat Value ETF 3.4 49 -9 6.4 +1.5
BARAX Baron Asset Retail 3.3 75 -35 3.4 -1.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.2 37 3 3.9 -1.1
FNK First Trust Mid Cap Value AlphaDEX Fund 3.2 70 -30 10.0 +5.0
DIVY Sound Equity Dividend Income ETF 3.2 45 -5 10.6 +5.6
JHSC John Hancock Multifactor Small Cap ETF 3.2 42 -2 6.6 +1.6
VSDA VictoryShares Dividend Accelerator ETF 3.1 35 5 6.7 +1.7
AGQI First Trust Active Global Quality Income ETF 3.1 85 -45 5.9 +0.9
SPDV AAM S&P 500 High Dividend Value ETF 3.1 29 11 9.6 +4.7
RAYD Rayliant Quantitative Developed Market Equity ETF 3.1 80 -40 3.8 -1.1
KONG Formidable Fortress ETF 3.1 89 -49 5.5 +0.5
GURU Global X Guru Index ETF 3.1 75 -35 1.7 -3.3
BTHM BlackRock Future U.S. Themes ETF 3.1 60 -20 4.2 -0.7
BOUT Innovator IBD Breakout Opportunities ETF 3.0 81 -41 3.6 -1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.0 52 -12 5.3 +0.3
SCHA Schwab U.S. Small-Cap ETF 3.0 4 36 4.4 -0.6
BPTRX Baron Partners Retail 3.0 75 -35 3.6 -1.4
CGDV Capital Group Dividend Value ETF 3.0 33 7 5.6 +0.6
CVAR Cultivar ETF 3.0 87 -47 6.7 +1.7
ITAN Sparkline Intangible Value ETF 3.0 50 -10 5.9 +0.9
MOAT VanEck Morningstar Wide Moat ETF 3.0 46 -6 5.6 +0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.0 30 10 7.9 +3.0
CWS AdvisorShares Focused Equity ETF 3.0 84 -44 4.6 -0.4
WTV WisdomTree US Value Fund of Benef Interest 2.9 12 28 8.7 +3.7
FSMO Fidelity Small-Mid Cap Opportunities ETF 2.9 60 -20 6.4 +1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.9 50 -10 7.6 +2.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.9 27 13 7.1 +2.1
THRO iShares U.S. Thematic Rotation Active ETF 2.9 90 -50 3.9 -1.1
FBCG Fidelity Blue Chip Growth ETF 2.9 59 -19 2.8 -2.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.8 60 -20 6.3 +1.3
IJK iShares S&P Mid-Cap 400 Growth ETF 2.8 17 23 5.7 +0.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.8 15 25 5.7 +0.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.8 15 25 5.7 +0.7
KOMP SPDR S&P Kensho New Economies Composite ETF 2.8 20 20 1.0 -4.0
ISMD Inspire Small/Mid Cap ETF 2.8 54 -14 5.3 +0.3
BWEB Bitwise Web3 ETF 2.8 85 -45 0.7 -4.3
DSTL Distillate US Fundamental Stability & Value ETF 2.8 39 1 7.6 +2.6
SPHB Invesco S&P 500 High Beta ETF 2.8 25 15 3.5 -1.5
PKW Invesco Buyback Achievers ETF 2.7 62 -22 6.4 +1.4
VAMO Cambria Value & Momentum ETF 2.7 61 -21 8.2 +3.2
DFSV Dimensional US Small Cap Value ETF 2.6 31 9 8.3 +3.3
ARKF ARK Fintech Innovation ETF 2.6 75 -35 -0.4 -5.4
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.5 61 -21 6.0 +1.1
GK AdvisorShares Gerber Kawasaki ETF 2.5 75 -35 3.3 -1.7
SURE AdvisorShares Insiders Advantage ETF 2.5 90 -50 9.3 +4.3
TXS Texas Capital Texas Equity Index ETF 2.5 49 -9 4.7 -0.3
TMDV ProShares Russell US Dividend Growers ETF 2.4 35 5 5.9 +0.9
XMMO Invesco S&P MidCap Momentum ETF 2.4 34 6 5.6 +0.6
SAMT Strategas Macro Thematic Opportunities ETF 2.4 65 -25 4.1 -0.9
YALL God Bless America ETF 2.4 65 -25 3.2 -1.8
FSCS First Trust SMID Capital Strength ETF 2.4 60 -20 5.8 +0.9
DIHP Dimensional International High Profitability ETF 2.3 29 11 7.6 +2.7
FFND Future Fund Active ETF 2.3 100 -60 -0.7 -5.7
TPHD Timothy Plan High Dividend Stock ETF 2.3 52 -12 5.9 +0.9
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.3 54 -14 5.9 +0.9
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.3 35 5 5.8 +0.8
ACWV iShares MSCI Global Min Vol Factor ETF 2.3 20 20 6.3 +1.4
RNMC First Trust Mid Cap US Equity Select ETF 2.2 60 -20 6.3 +1.3
BFTHX Baron Fifth Avenue Growth Retail 2.2 75 -35 1.7 -3.3
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -5 3.6 -1.4
SDOG ALPS Sector Dividend Dogs ETF 2.2 36 4 9.2 +4.3
XMVM Invesco S&P MidCap Value with Momentum ETF 2.2 39 1 9.9 +4.9
MDLV Morgan Dempsey Large Cap Value ETF 2.1 58 -18 7.8 +2.9
XT iShares Exponential Technologies ETF 2.1 46 -6 4.8 -0.2
VFMV Vanguard U.S. Minimum Volatility ETF 2.0 13 27 5.0 -0.0
KBWR Invesco KBW Regional Banking ETF 2.0 35 5 7.8 +2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.0 70 -30 2.7 -2.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.0 15 25 5.8 +0.8
SDY SPDR S&P Dividend ETF 2.0 35 5 5.9 +0.9
DEMZ Democratic Large Cap Core ETF 2.0 45 -5 4.2 -0.8
CBSE Clough Select Equity ETF 2.0 85 -45 0.4 -4.6
BLES Inspire Global Hope ETF 1.9 61 -21 6.4 +1.5
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 2.3 -2.7
NUSC Nuveen ESG Small-Cap ETF 1.9 31 9 5.0 +0.0
CGGO Capital Group Global Growth Equity ETF 1.9 47 -7 4.6 -0.4
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 5.6 +0.6
PRAY FIS Christian Stock Fund 1.9 69 -29 5.9 +0.9
AFMC First Trust Active Factor Mid Cap ETF 1.9 65 -25 6.9 +1.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.9 30 10 8.0 +3.0
VALQ American Century U.S. Quality Value ETF 1.8 29 11 7.4 +2.4
BKSE BNY Mellon US Small Cap Core Equity ETF 1.8 4 36 4.8 -0.2
TRFM AAM Transformers ETF 1.8 49 -9 2.0 -3.0
SYLD Cambria Shareholder Yield ETF 1.7 59 -19 10.9 +5.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.7 21 19 3.8 -1.2
FFTY Innovator IBD 50 ETF 1.7 80 -40 -0.6 -5.6
MVPS Amplify Thematic All-Stars ETF 1.6 49 -9 2.7 -2.3
RPG Invesco S&P 500 Pure Growth ETF 1.6 35 5 3.5 -1.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 1.6 65 -25 3.9 -1.1
VBK Vanguard Small-Cap Growth ETF 1.6 7 33 1.1 -3.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.6 15 25 6.4 +1.4
ARKK ARK Innovation ETF 1.6 75 -35 -3.2 -8.2
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.6 85 -45 -0.3 -5.3
FPX First Trust US Equity Opportunities ETF 1.6 61 -21 1.5 -3.5
WCEO Hypatia Women CEO ETF 1.6 85 -45 4.2 -0.8
BFGFX Baron Focused Growth Retail 1.6 75 -35 3.1 -1.9
TMFX Motley Fool Next Index ETF 1.6 50 -10 2.8 -2.2
ZIG Acquirers Fund 1.6 84 -44 13.1 +8.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -40 5.8 +0.9
AVUV Avantis U.S. Small Cap Value ETF 1.5 25 15 8.8 +3.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 6.2 +1.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.5 42 -2 6.1 +1.1
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -12 6.5 +1.5
XMLV Invesco S&P MidCap Low Volatility ETF 1.5 25 15 6.6 +1.6
WBIY WBI Power Factor High Dividend ETF 1.5 100 -60 11.2 +6.2
QGRO American Century U.S. Quality Growth ETF 1.5 29 11 4.4 -0.6
IPDP Dividend Performers ETF 1.5 122 -82 5.2 +0.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.5 85 -45 3.5 -1.5
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.4 15 25 6.9 +2.0
ARKW ARK Next Generation Internet ETF 1.4 87 -47 -0.7 -5.7
BKCH Global X Blockchain ETF 1.4 50 -10 -2.8 -7.8
GFOF Grayscale Future of Finance ETF 1.4 70 -30 -0.7 -5.7
TIME Clockwise Core Equity & Innovation ETF 1.4 95 -55 2.3 -2.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.3 106 -66 3.5 -1.5
KEAT Keating Active ETF 1.3 85 -45 0.0 -5.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.3 25 15 7.2 +2.3
FINX Global X FinTech ETF 1.3 68 -28 2.6 -2.4
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.3 48 -8 5.2 +0.2
STXK Strive Small-Cap ETF 1.3 18 22 5.0 +0.0
RFV Invesco S&P Midcap 400 Pure Value ETF 1.3 35 5 8.0 +3.0
JFWD Jacob Forward ETF 1.2 75 -35 0.0 -5.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.2 75 -35 3.4 -1.6
FTDS First Trust Dividend Strength ETF 1.2 70 -30 8.1 +3.2
SCAP InfraCap Small Cap Income ETF 1.1 135 -95 8.5 +3.5
BIBL Inspire 100 ETF 1.1 35 5 5.1 +0.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.1 39 1 4.1 -0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.0 15 25 9.3 +4.3
SQEW LeaderShares Equity Skew ETF 1.0 81 -41 3.9 -1.1
SRHQ SRH U.S. Quality ETF 1.0 35 5 7.7 +2.7
DAPP VanEck Digital Transformation ETF 1.0 50 -10 -2.9 -7.9
PNQI Invesco NASDAQ Internet ETF 1.0 60 -20 2.3 -2.7
METV Roundhill Ball Metaverse ETF 1.0 59 -19 3.4 -1.6
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.0 20 20 4.6 -0.4
RSSL Global X Russell 2000 ETF 1.0 8 32 2.6 -2.4
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 1.0 39 1 5.8 +0.8
IWM iShares Russell 2000 ETF 1.0 19 21 2.8 -2.2
VTWO Vanguard Russell 2000 ETF 1.0 10 30 2.9 -2.1
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.0 40 0 6.2 +1.2
GVLU Gotham 1000 Value ETF 1.0 50 -10 7.4 +2.5
ARB AltShares Merger Arbitrage ETF 0.9 77 -37 4.4 -0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 0.9 80 -40 4.2 -0.7
IEDI iShares U.S. Consumer Focused ETF 0.9 18 22 5.1 +0.2
PSET Principal Quality ETF 0.9 15 25 5.3 +0.4
NUMG Nuveen ESG Mid-Cap Growth ETF 0.8 31 9 3.4 -1.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.8 75 -35 6.1 +1.1
SMCF Themes US Small Cap Cash Flow Champions ETF 0.8 29 11 10.2 +5.2
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.8 52 -12 6.7 +1.7
IWN iShares Russell 2000 Value ETF 0.8 24 16 4.8 -0.2
VTWV Vanguard Russell 2000 Value ETF 0.8 15 25 4.9 -0.1
POWA Invesco Bloomberg Pricing Power ETF 0.8 40 0 5.6 +0.6
NIXT Research Affiliates Deletions ETF 0.7 9 31 5.2 +0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.7 30 10 5.4 +0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.7 15 25 4.1 -0.9
RND First Trust Bloomberg R&D Leaders ETF 0.7 60 -20 3.5 -1.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 5 6.3 +1.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.7 29 11 6.5 +1.6
FDIV MarketDesk Focused U.S. Dividend ETF 0.7 35 5 5.1 +0.1
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.7 60 -20 7.4 +2.4
ERNZ TrueShares Active Yield ETF 0.6 75 -35 10.9 +5.9
SVAL iShares US Small Cap Value Factor ETF 0.6 20 20 9.8 +4.8
MGRO VanEck Morningstar Wide Moat Growth ETF 0.6 49 -9 4.7 -0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 5.5 +0.6
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 0.9 -4.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 20 4.0 -1.0
OCFS Otter Creek Focus Strategy ETF 0.5 85 -45 4.5 -0.5
SMAP Amplify Small-Mid Cap Equity ETF 0.5 60 -20 4.6 -0.3
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.5 35 5 4.6 -0.4
KBWD Invesco KBW High Dividend Yield Financial ETF 0.5 384 -344 9.3 +4.3
FESM Fidelity Enhanced Small Cap ETF 0.5 28 12 1.7 -3.3
PSC Principal U.S. Small-Cap ETF 0.4 38 2 5.9 +0.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 28 7.2 +2.2
GRPM Invesco S&P MidCap 400 GARP ETF 0.4 35 5 9.0 +4.0
OSCV Opus Small Cap Value ETF 0.4 79 -39 5.7 +0.7
WDIV SPDR S&P Global Dividend ETF 0.4 40 0 9.4 +4.4
IPO Renaissance IPO ETF 0.4 60 -20 -4.3 -9.3
LOUP Innovator Deepwater Frontier Tech ETF 0.4 70 -30 1.3 -3.7
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 6.3 +1.3
XMHQ Invesco S&P MidCap Quality ETF 0.3 25 15 6.9 +1.9
MILN Global X Millennial Consumer ETF 0.3 50 -10 2.6 -2.4
CSMD Congress SMid Growth ETF 0.3 69 -29 4.3 -0.7
SSLY Syntax Stratified SmallCap ETF 0.3 40 0 7.4 +2.4
PSCF Invesco S&P SmallCap Financials ETF 0.3 29 11 8.5 +3.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.3 15 25 7.5 +2.5
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 7.5 +2.6
IJR iShares Core S&P Small Cap ETF 0.3 6 34 6.6 +1.7
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 22 7.4 +2.4
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 28 7.0 +2.0
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 25 7.4 +2.5
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 37 6.7 +1.7
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 30 6.6 +1.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 25 7.4 +2.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 5.2 +0.2
SMCP AlphaMark Actively Managed Small Cap ETF 0.3 90 -50 3.9 -1.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 6.8 +1.8
RSMC Rockefeller U.S. Small-Mid Cap ETF 0.3 75 -35 5.4 +0.4
NBDS Neuberger Berman Disrupters ETF 0.2 55 -15 1.5 -3.5
AIRR First Trust RBA American Industrial Renaissance ETF 0.2 70 -30 4.8 -0.2
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 6.7 +1.7
JSML Janus Henderson Small Cap Growth Alpha ETF 0.2 30 10 6.5 +1.5
HAPS Harbor Human Capital Factor US Small Cap ETF 0.2 60 -20 2.4 -2.6
IWO iShares Russell 2000 Growth ETF 0.2 24 16 0.6 -4.4
VTWG Vanguard Russell 2000 Growth ETF 0.2 15 25 0.7 -4.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.2 56 -16 13.5 +8.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 31 3.3 -1.6
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 8.1 +3.1
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 5 6.6 +1.6
MVPA Miller Value Partners Appreciation ETF 0.2 60 -20 10.4 +5.4
MDCP VictoryShares THB Mid Cap ESG ETF 0.2 55 -15 5.5 +0.6
BSCFX Baron Small Cap Retail 0.2 75 -35 3.5 -1.5
TMFM Motley Fool Mid-Cap Growth ETF 0.2 85 -45 3.0 -1.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 4.9 -0.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.1 60 -20 1.4 -3.6
XSMO Invesco S&P SmallCap Momentum ETF 0.1 39 1 6.8 +1.8
GLRY Inspire Faithward Mid Cap Momentum ETF 0.1 80 -40 7.9 +2.9
XITK SPDR FactSet Innovative Technology ETF 0.1 45 -5 2.2 -2.8
DSMC Distillate Small/Mid Cash Flow ETF 0.1 55 -15 12.2 +7.2
BDFIX Baron Discovery 0.1 75 -35 0.2 -4.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.1 35 5 5.1 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 0.1 0 40 10.5 +5.5
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 7.1 +2.1
QINT American Century Quality Diversified International ETF 0.1 39 1 7.7 +2.7
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -30 3.5 -1.5
VIDI Vident International Equity Strategy ETF 0.1 61 -21 10.2 +5.2
CGV Conductor Global Equity Value ETF 0.1 130 -90 10.9 +5.9
SMDV ProShares Russell 2000 Dividend Growers ETF 0.1 40 0 6.4 +1.4
TEQI T. Rowe Price Equity Income ETF 0.1 54 -14 3.8 -1.2
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 11 8.3 +3.4
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 15 6.8 +1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 4 11.1 +6.1
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 22 5.8 +0.8
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 28 7.4 +2.5
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 25 5.8 +0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 25 5.8 +0.8
DIV Global X SuperDividend US ETF 0.1 45 -5 7.9 +2.9
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 9.1 +4.1
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -10 4.8 -0.2
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -12 3.7 -1.3
RNSC Furst Trust Small Cap US Equity Select ETF 0.0 60 -20 6.8 +1.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.0 61 -21 4.6 -0.4
AZTD Aztlan Global Stock Selection DM SMID ETF 0.0 75 -35 7.8 +2.8
PTEC Global X PropTech ETF 0.0 50 -10 1.6 -3.4
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.4 -1.6
ROSC Hartford Multifactor Small Cap ETF 0.0 34 6 8.6 +3.6

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 11.6 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.58 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.