iShares US Financial Services ETF
ALTAR
Score™
7.9% info Recommen-
dation
OVERWEIGHT
2022E    2023E
P/E
ratio
14.5x P/Sales
ratio
3.8x
P/BV
ratio
1.7x Div.
yield
2.2%


  • 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) $1,498
Currency USD
Expense ratio 39 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 105
Wgt avg mkt cap (mns) $192,209
Large cap (>$10bn) 92.8%
Mid cap ($2-10bn) 7.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
JPMORGAN CHASE & CO 10.8 %
VISA INC-CLASS A SHARES 10.0 %
MASTERCARD INC-CLASS A 8.7 %
BANK OF AMERICA CORP 6.5 %
WELLS FARGO & CO 4.6 %
MORGAN STANLEY 3.5 %
S&P GLOBAL, INC. 3.3 %
SCHWAB (CHARLES) CORP 3.2 %
GOLDMAN SACHS GROUP INC 3.2 %
BLACKROCK INC 3.0 %
Total 56.8 %

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 December 31)
Year-to-date 1 year 5 years 10 years Since Incep.
-16.7% -16.8% 5.7% 12.0% 4.8%

Market Correlations
versus... Beta R-squared
S&P500 1.16 80%
MSCI EAFE 1.20 81%
MSCI Emg. Mkts. 0.90 50%

Technical Indicators
Recent close $170.83
30d moving avg. $161.72
Annualized volatility 27.6%
Short interest (ETF) 0.2%
Short interest (Underlying) 1.5%
Relative strength (RSI) 60

Liquidity measures
Avg. volume (thou.) 47
Turnover 0.5%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $22,612

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 636 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: 39 bp ALTAR Score™: 7.9%


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 64.9 10 29 8.0 +0.2
IYF iShares U.S. Financials ETF 64.0 39 0 7.8 -0.1
VFH Vanguard Financials Index Fund 63.8 10 29 8.5 +0.6
FNCL Fidelity MSCI Financials Index ETF 63.3 8 31 8.5 +0.6
RYF Invesco S&P 500 Equal Weight Financials ETF 39.4 40 -1 8.3 +0.4
KBWB Invesco KBW Bank ETF 36.1 35 4 10.7 +2.9
IXG iShares Global Financials ETF 32.8 40 -1 9.1 +1.3
FTXO First Trust Nasdaq Bank ETF 32.2 60 -21 10.7 +2.9
SPVU Invesco S&P 500 Enhanced Value ETF 30.6 13 26 11.6 +3.8
DFNL Davis Select Financial ETF 27.2 62 -23 8.8 +1.0
FXO First Trust Financials AlphaDEX Fund 27.2 61 -22 10.7 +2.8
GFGF Guru Favorite Stocks ETF 27.2 65 -26 6.7 -1.1
KCE SPDR S&P Capital Markets ETF 26.3 35 4 9.1 +1.3
KBE SPDR S&P Bank ETF 22.4 35 4 10.7 +2.8
RDVY First Trust Rising Dividend Achievers ETF 20.2 50 -11 9.0 +1.1
DYNF BlackRock U.S. Equity Factor Rotation ETF 19.5 30 9 6.2 -1.7
PFI Invesco DWA Financial Momentum ETF 19.1 60 -21 7.0 -0.9
EQRR ProShares Equities for Rising Rates ETF 19.0 35 4 8.2 +0.4
KNGS UPHOLDINGS Compound Kings ETF 17.5 60 -21 5.0 -2.9
IYJ iShares U.S. Industrials ETF 17.0 39 0 6.0 -1.9
IAI iShares U.S. Broker-Dealers ETF 16.6 39 0 9.2 +1.3
EQUL IQ Engender Equality ETF 16.4 45 -6 7.3 -0.6
VIG Vanguard Dividend Appreciation Index Fund 16.2 6 33 6.6 -1.3
DGRO iShares Core Dividend Growth ETF 15.8 8 31 7.7 -0.2
EQOP Natixis U.S. Equity Opportunities ETF 15.8 85 -46 6.0 -1.8
MOTE VanEck Morningstar ESG Moat ETF 15.5 49 -10 6.4 -1.5
DIVB iShares Core Dividend 15.4 5 34 8.1 +0.2
IPAY ETFMG Prime Mobile Payments ETF 15.3 75 -36 8.6 +0.8
VYM Vanguard High Dividend Yield Index ETF 15.0 6 33 8.0 +0.2
VEGN US Vegan Climate ETF 14.9 60 -21 6.0 -1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 14.9 35 4 9.6 +1.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 14.9 35 4 9.6 +1.8
IWX iShares Russell Top 200 Value ETF 14.8 20 19 7.4 -0.5
JAVA JPMorgan Active Value ETF 14.7 44 -5 6.7 -1.2
REVS Columbia Research Enhanced Value ETF 14.6 19 20 9.1 +1.3
DUSA Davis Select U.S. Equity ETF 14.6 61 -22 10.2 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 14.6 59 -20 9.6 +1.7
FUNL CornerCap Fundametrics Large-Cap ETF 14.6 50 -11 8.3 +0.5
RAFE PIMCO RAFI ESG U.S. ETF 14.6 29 10 8.8 +0.9
DFUV Dimensional US Marketwide Value ETF 14.5 23 16 8.4 +0.6
IAT iShares U.S. Regional Banks ETF 14.4 39 0 10.1 +2.2
EQWL Invesco Russell Top 200 Equal Weight ETF 14.4 25 14 7.3 -0.6
NUDV Nuveen ESG Dividend ETF 14.2 25 14 7.7 -0.2
FDG American Century Focused Dynamic Growth ETF 14.2 45 -6 3.2 -4.6
ESGS Columbia Sustainable U.S. Equity Income ETF 14.1 35 4 7.6 -0.2
SHE SPDR SSGA Gender Diversity Index ETF 14.0 20 19 6.5 -1.3
VOOV Vanguard S&P 500 Value ETF 14.0 10 29 6.8 -1.0
IVE iShares S&P 500 Value ETF 14.0 18 21 6.7 -1.1
SPYV SPDR Portfolio S&P 500 Value ETF 14.0 4 35 6.9 -1.0
QUAL iShares MSCI Usa Quality Factor ETF 13.9 15 24 7.4 -0.5
FDL First Trust Morningstar Dividend Leaders Index Fund 13.8 45 -6 9.5 +1.7
IUSV iShares Core S&P U.S. Value ETF 13.8 4 35 7.0 -0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 13.7 75 -36 6.7 -1.2
PFM Invesco Dividend Achievers ETF 13.6 53 -14 6.4 -1.4
USVT US Value ETF 13.5 49 -10 11.2 +3.3
VONV Vanguard Russell 1000 Value Index Fund 13.5 8 31 7.4 -0.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.5 49 -10 6.7 -1.2
IWD iShares Russell 1000 Value ETF 13.5 18 21 7.3 -0.6
FDVV Fidelity Core Dividend ETF 13.4 29 10 7.2 -0.6
DHS WisdomTree U.S. High Dividend Fund 13.3 38 1 8.3 +0.5
MGV Vanguard Mega Cap Value ETF 13.3 7 32 7.7 -0.2
SNPV Xtrackers S&P ESG Value ETF 13.2 15 24 7.3 -0.6
PWV Invesco Dynamic Large Cap Value ETF 13.1 58 -19 8.1 +0.3
VTV Vanguard Value Index Fund 13.1 4 35 7.7 -0.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 13.0 12 27 6.4 -1.5
ECOZ TrueMark ESG Active Opportunities ETF 12.9 58 -19 5.3 -2.6
DLN WisdomTree U.S. LargeCap Dividend Fund 12.8 28 11 7.2 -0.7
AVLV Avantis U.S. Large Cap Value ETF 12.8 15 24 8.7 +0.8
AILV Alpha Intelligent - Large Cap Value ETF 12.7 85 -46 6.6 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 12.7 16 23 6.7 -1.2
KRE SPDR S&P Regional Banking ETF 12.6 35 4 10.1 +2.3
DTD WisdomTree U.S.Total Dividend Fund 12.6 28 11 7.4 -0.5
EPS WisdomTree U.S. Earnings 500 Fund 12.5 8 31 7.7 -0.1
EDOW First Trust Dow 30 Equal Weight ETF 12.5 50 -11 7.2 -0.7
PZLG Puzzle Mature Growth 12.4 10 29 5.8 -2.1
ESG FlexShares STOXX US ESG Impact Index Fund 12.4 32 7 6.2 -1.7
ILCV iShares Morningstar Value ETF 12.4 4 35 7.6 -0.3
VLU SPDR S&P 1500 Value Tilt ETF 12.4 12 27 8.2 +0.4
USXF iShares ESG Advanced MSCI USA ETF 12.3 10 29 6.2 -1.6
NULV Nuveen ESG Large-Cap Value ETF 12.2 25 14 8.1 +0.2
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 12.1 17 22 6.7 -1.1
SNPE Xtrackers S&P 500 ESG ETF 12.1 10 29 6.5 -1.3
IMCV iShares Morningstar Mid-Cap Value ETF 12.1 6 33 8.1 +0.3
SUSL iShares ESG MSCI USA Leaders ETF 12.1 10 29 6.4 -1.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 12.0 10 29 6.3 -1.5
FNDX Schwab Fundamental U.S. Large Co. Index ETF 11.9 25 14 7.7 -0.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 11.9 20 19 6.1 -1.7
YLDE ClearBridge Dividend Strategy ESG ETF 11.8 59 -20 6.4 -1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 11.7 69 -30 10.7 +2.8
SCHV Schwab U.S. Large-Cap Value ETF 11.7 4 35 7.5 -0.4
PSET Principal Price Setters Index ETF 11.7 15 24 6.8 -1.1
LRGF iShares Edge MSCI Multifactor USA ETF 11.5 8 31 7.2 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 11.5 39 0 7.6 -0.3
DEF Invesco Defensive Equity ETF 11.4 55 -16 6.3 -1.6
SCHD Schwab U.S. Dividend Equity ETF 11.4 6 33 9.1 +1.2
SDEP SFP Core Equity Strategy 11.4 0 39 7.3 -0.5
SPXV ProShares S&P 500 Ex-Health Care ETF 11.3 27 12 5.9 -1.9
FNDB Schwab Fundamental U.S. Broad Market Index ETF 11.3 25 14 7.6 -0.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 11.2 60 -21 2.9 -5.0
DGRW WisdomTree U.S. Quality Dividend Growth Fund 11.2 28 11 7.3 -0.6
PLAT WisdomTree Modern Tech Platforms Fund 11.0 20 19 -0.1 -8.0
NACP Impact Shares NAACP Minority Empowerment ETF 11.0 49 -10 6.4 -1.5
ESGV Vanguard ESG U.S. Stock ETF 11.0 9 30 6.2 -1.6
IWS iShares Russell Mid-Cap Value ETF 11.0 23 16 7.0 -0.8
IUSA Amberwave Invest USA JSG Fund 10.9 67 -28 6.8 -1.1
DSI iShares MSCI KLD 400 Social ETF 10.9 25 14 6.4 -1.5
SPHQ Invesco S&P 500 Quality ETF 10.9 15 24 6.1 -1.8
FEX First Trust Large Cap Core AlphaDEX Fund 10.9 59 -20 7.4 -0.4
AVUS Avantis U.S. Equity ETF 10.9 15 24 7.0 -0.8
FDRR Fidelity Dividend ETF for Rising Rates 10.9 29 10 8.0 +0.2
FVAL Fidelity Value Factor ETF 10.9 29 10 9.8 +1.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 10.9 68 -29 -0.9 -8.7
GVIP Goldman Sachs Hedge Industry VIP ETF 10.8 45 -6 5.0 -2.8
QVML Invesco S&P 500 QVM Multi-factor ETF 10.8 11 28 6.6 -1.3
VOE Vanguard Mid-Cap Value Index Fund 10.8 7 32 8.0 +0.1
VSLU Applied Finance Valuation Large Cap ETF 10.7 49 -10 7.7 -0.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.7 50 -11 6.5 -1.4
SPYD SPDR S&P 500 High Dividend ETF 10.7 7 32 10.8 +3.0
NULC Nuveen ESG Large-Cap ETF 10.7 20 19 6.2 -1.7
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.6 15 24 6.0 -1.8
OEF iShares S&P 100 ETF 10.6 20 19 6.3 -1.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.6 20 19 7.5 -0.4
QUS SPDR MSCI USA StrategicFactors ETF 10.6 15 24 6.9 -1.0
WKLY SoFi Weekly Dividend ETF 10.5 49 -10 8.4 +0.5
CFA VictoryShares US 500 Volatility Weighted Index ETF 10.5 35 4 7.0 -0.9
RESP WisdomTree US ESG Fund of Benef Interest 10.5 28 11 7.5 -0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.5 7 32 10.0 +2.2
QLC FlexShares US Quality Large Cap Index Fund 10.5 25 14 7.2 -0.7
FLDZ RiverNorth Volition America Patriot ETF 10.5 70 -31 5.6 -2.2
SIXA 6 Meridian Mega Cap Equity ETF 10.5 82 -43 8.1 +0.2
DEIF Sterling Capital Diverse Multi-Manager Active ETF 10.4 65 -26 7.2 -0.7
ESGU iShares MSCI USA ESG Optimized ETF 10.3 15 24 6.3 -1.6
FBCV Fidelity Blue Chip Value ETF 10.3 59 -20 7.3 -0.6
XVV iShares ESG Screened S&P 500 ETF 10.3 8 31 6.4 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 10.2 27 12 6.5 -1.4
SPXE ProShares S&P 500 Ex-Energy ETF 10.2 27 12 6.3 -1.6
JHML John Hancock Multifactor Large Cap ETF 10.1 29 10 6.6 -1.2
IWL iShares Russell Top 200 ETF 10.1 15 24 6.2 -1.7
RECS Columbia Research Enhanced Core ETF 10.1 15 24 7.3 -0.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.1 48 -9 7.4 -0.4
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.0 20 19 19.2 +11.3
VDNI V-Shares US Leadership Diversity ETF 10.0 29 10 6.8 -1.1
RPV Invesco S&P 500 Pure Value ETF 10.0 35 4 9.7 +1.8
SUSA iShares MSCI USA ESG Select ETF 10.0 25 14 6.0 -1.9
MGC Vanguard Mega Cap Index Fund 10.0 7 32 6.3 -1.6
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 10.0 35 4 7.8 -0.0
KVLE KFA Value Liner Dynamic Core Equity Index ETF 10.0 55 -16 6.9 -1.0
BKLC BNY Mellon US Large Cap Core Equity ETF 9.9 0 39 6.3 -1.5
DFAC Dimensional U.S. Core Equity 2 ETF 9.9 19 20 6.8 -1.1
FMIL Fidelity New Millennium ETF 9.8 59 -20 6.7 -1.2
VV Vanguard Large-Cap Index Fund 9.8 4 35 6.3 -1.6
RUFF Alpha Dog ETF 9.8 90 -51 6.0 -1.9
IYY iShares Dow Jones U.S. ETF 9.8 20 19 6.1 -1.8
TMFC Motley Fool 100 Index ETF 9.8 50 -11 5.2 -2.6
PBUS Invesco PureBeta MSCI USA ETF 9.8 4 35 6.3 -1.6
STRV Strive 500 ETF 9.8 5 34 6.3 -1.6
ILCB iShares Morningstar U.S. Equity ETF 9.8 3 36 6.3 -1.6
DFUS Dimensional U.S. Equity ETF 9.8 11 28 6.3 -1.6
IWB iShares Russell 1000 ETF 9.8 15 24 6.1 -1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.7 10 29 5.9 -1.9
VONE Vanguard Russell 1000 ETF 9.7 8 31 6.2 -1.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.7 14 25 6.4 -1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.7 7 32 6.3 -1.6
VOTE Engine No. 1 Transform 500 ETF 9.7 5 34 6.3 -1.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.7 2 37 6.3 -1.6
JHMM John Hancock Multifactor Mid Cap ETF 9.7 41 -2 7.3 -0.6
CATH Global X S&P 500 Catholic Values Custom ETF 9.7 29 10 6.1 -1.7
SCHK Schwab 1000 Index ETF 9.7 5 34 6.2 -1.6
ACVF American Conservative Values ETF 9.7 75 -36 5.5 -2.4
BKUS BNY Mellon Sustainable US Equity ETF 9.7 60 -21 5.7 -2.2
SCHX Schwab U.S. Large-Cap ETF 9.7 3 36 6.3 -1.6
MKEM Meakem Value and Inflation Screen 9.7 10 29 5.7 -2.2
IVV iShares Core S&P 500 ETF 9.6 3 36 6.4 -1.4
SPY SPDR S&P 500 ETF Trust 9.6 9 30 6.4 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.6 11 28 6.2 -1.6
SPLG SPDR Portfolio S&P 500 ETF 9.6 3 36 6.4 -1.4
XPND First Trust Expanded Technology ETF 9.6 65 -26 6.6 -1.3
PKW Invesco Buyback Achievers ETF 9.6 64 -25 8.5 +0.6
ADME Aptus Drawdown Managed Equity ETF 9.6 79 -40 5.6 -2.2
VOO VANGUARD S&P 500 ETF 9.6 3 36 6.4 -1.4
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.5 10 29 6.0 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.5 10 29 6.6 -1.3
ITAN Sparkline Intangible Value ETF 9.5 50 -11 7.6 -0.2
FLLV Franklin Liberty U.S. Low Volatility ETF 9.5 29 10 6.4 -1.5
DFAU Dimensional US Core Equity Market ETF 9.5 12 27 6.4 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 9.5 9 30 6.2 -1.7
SIZE iShares MSCI USA Size Factor ETF 9.5 15 24 5.9 -1.9
FQAL Fidelity Quality Factor ETF 9.4 29 10 7.5 -0.4
SCHM Schwab U.S. Mid-Cap ETF 9.4 4 35 6.1 -1.8
FSST Fidelity Sustainability U.S. Equity ETF 9.4 59 -20 6.1 -1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.3 3 36 6.0 -1.9
SPTM SPDR Portfolio Total Stock Market ETF 9.3 3 36 6.5 -1.3
IWV iShares Russell 3000 ETF 9.3 20 19 5.9 -1.9
IMCB iShares Morningstar Mid-Cap ETF 9.3 4 35 6.4 -1.5
VTHR Vanguard Russell 3000 Index Fund 9.2 10 29 6.0 -1.8
GRZZ Grizzle Growth ETF 9.2 75 -36 7.8 -0.1
RSP Invesco S&P 500 Equal Weight ETF 9.2 20 19 6.6 -1.2
SCHB Schwab U.S. Broad Market ETF 9.2 3 36 6.1 -1.7
VTI Vanguard Total Stock Market Index Fund 9.2 3 36 6.0 -1.9
KRMA Global X Conscious Companies ETF 9.2 43 -4 6.5 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 9.2 4 35 6.4 -1.5
DEW WisdomTree Global High Dividend Fund 9.2 58 -19 9.7 +1.8
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 9.2 25 14 6.5 -1.3
VFVA Vanguard U.S. Value Factor ETF 9.1 13 26 11.7 +3.8
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 9.1 29 10 7.8 -0.0
IQSU IQ Candriam ESG US Equity ETF 9.0 9 30 6.0 -1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.0 9 30 6.5 -1.3
VO Vanguard Mid-Cap Index Fund 9.0 4 35 6.3 -1.5
IVLC Invesco US Large Cap Core ESG ETF 9.0 48 -9 6.0 -1.8
IWR iShares Russell Midcap ETF 8.9 18 21 6.1 -1.8
VLUE iShares MSCI USA Value Factor ETF 8.8 15 24 12.5 +4.6
MOTG VanEck Morningstar Global Wide Moat ETF 8.8 52 -13 6.8 -1.1
KOIN Innovation Shares NextGen Protocol ETF 8.7 75 -36 8.9 +1.0
RFFC RiverFront Dynamic US Flex-Cap ETF 8.7 52 -13 6.2 -1.6
XLG Invesco S&P 500 Top 50 ETF 8.7 20 19 6.0 -1.9
MBCC Monarch Blue Chips Core ETF 8.7 125 -86 4.0 -3.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 8.7 39 0 11.3 +3.5
DUHP Dimensional US High Profitability ETF 8.6 22 17 8.3 +0.4
LRGE ClearBridge Large Cap Growth ESG ETF 8.6 59 -20 4.2 -3.7
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 8.6 75 -36 7.0 -0.8
RNDV US Equity Dividend Select ETF 8.6 50 -11 9.1 +1.3
SFY SoFi Select 500 ETF 8.5 0 39 6.4 -1.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.5 65 -26 5.4 -2.5
BPAY BlackRock Future Financial and Technology ETF 8.5 70 -31 9.7 +1.9
ICAP InfraCap Equity Income Fund ETF 8.4 80 -41 9.2 +1.4
SDGA Impact Shares Sustainable Development Goals Global ETF 8.2 75 -36 7.4 -0.5
PY Principal Shareholder Yield Index ETF 8.1 15 24 7.7 -0.2
RNLC Large Cap US Equity Select ETF 8.1 60 -21 7.2 -0.7
DON WisdomTree U.S. MidCap Dividend Fund 8.1 38 1 8.5 +0.7
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 8.0 15 24 6.5 -1.4
XLK Technology Select Sector SPDR Fund 8.0 10 29 6.5 -1.4
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 8.0 20 19 7.1 -0.8
OALC OneAscent Large Cap Core ETF 7.9 76 -37 6.5 -1.4
JEPI JPMorgan Equity Premium Income ETF 7.9 35 4 5.9 -2.0
GSPY Gotham Enhanced 500 ETF 7.8 50 -11 7.0 -0.9
MAGA Point Bridge GOP Stock Tracker ETF 7.7 72 -33 6.3 -1.6
JQUA JPMorgan U.S. Quality Factor ETF 7.7 12 27 6.9 -0.9
BFOR Barron's 400 ETF 7.7 65 -26 8.9 +1.0
MOAT VanEck Morningstar Wide Moat ETF 7.6 47 -8 6.1 -1.7
JVAL JPMorgan U.S. Value Factor ETF 7.6 12 27 9.2 +1.3
VUSE Vident Core US Equity Fund 7.6 50 -11 10.4 +2.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.5 29 10 7.7 -0.1
CGUS Capital Group Core Equity ETF 7.5 33 6 6.3 -1.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.5 65 -26 9.4 +1.6
NULG Nuveen ESG Large-Cap Growth ETF 7.4 25 14 5.1 -2.8
AQGX AI Quality Growth ETF 7.4 97 -58 5.4 -2.5
ZECP Zacks Earnings Consistent Portfolio ETF 7.4 55 -16 6.5 -1.4
TIME Clockwise Capital Innovation ETF 7.4 95 -56 3.7 -4.2
QDYN FlexShares Quality Dividend Dynamic Index Fund 7.4 37 2 8.8 +1.0
VXF Vanguard Extended Market Index Fund 7.3 6 33 3.7 -4.2
QDF FlexShares Quality Dividend Index Fund 7.3 37 2 8.0 +0.1
PWB Invesco Dynamic Large Cap Growth ETF 7.3 56 -17 4.3 -3.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.2 38 1 7.0 -0.9
CVY Invesco Zacks Multi-Asset Income ETF 7.2 100 -61 10.2 +2.3
JOET Virtus Terranova US Quality Momentum ETF 7.2 29 10 6.8 -1.1
ONEY SPDR Russell 1000 Yield Focus ETF 7.2 20 19 10.1 +2.2
TMFG Motley Fool Global Opportunities ETF 7.1 85 -46 4.3 -3.6
SCHG Schwab U.S. Large-Cap Growth ETF 7.1 40 -1 4.8 -3.1
TOK iShares MSCI Kokusai ETF 7.0 25 14 6.5 -1.4
ILCG iShares Morningstar Growth ETF 7.0 4 35 5.1 -2.8
RNMC Mid Cap US Equity Select ETF 7.0 60 -21 8.6 +0.8
FTEC Fidelity MSCI Information Technology Index ETF 7.0 8 31 6.1 -1.7
KOKU Xtrackers MSCI Kokusai Equity ETF 7.0 9 30 6.6 -1.2
SUBS Fount Subscription Economy ETF 7.0 70 -31 5.2 -2.6
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.0 29 10 5.7 -2.1
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.0 9 30 7.0 -0.8
BOSS Global X Founder-Run Companies ETF 6.9 45 -6 2.7 -5.2
DVY iShares Select Dividend ETF 6.9 39 0 9.0 +1.2
FLV American Century Focused Large Cap Value ETF 6.9 42 -3 7.3 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.9 12 27 6.3 -1.5
SPHB Invesco S&P 500 High Beta ETF 6.9 25 14 4.2 -3.7
AILG Alpha Intelligent - Large Cap Growth ETF 6.9 85 -46 4.5 -3.4
DIVZ TrueShares Low Volatility Equity Income ETF 6.9 65 -26 10.6 +2.7
SFYX Sofi Next 500 ETF 6.8 0 39 6.0 -1.8
IGM iShares Expanded Tech Sector ETF 6.8 40 -1 5.8 -2.0
FDWM Fidelity Women's Leadership ETF 6.8 59 -20 6.1 -1.8
VBR Vanguard Small Cap Value Index Fund 6.8 7 32 8.2 +0.4
VGT Vanguard Information Technology Index Fund 6.8 10 29 6.1 -1.7
BUYZ Franklin Disruptive Commerce ETF 6.7 50 -11 2.6 -5.3
MGK Vanguard Mega Cap Growth ETF 6.7 7 32 5.6 -2.2
HVAL ALPS Hillman Active Value ETF 6.6 55 -16 7.7 -0.2
RWL Invesco S&P 500 Revenue ETF 6.6 39 0 7.3 -0.6
URTH iShares MSCI World ETF 6.6 24 15 6.6 -1.3
HLGE Hartford Longevity Economy ETF 6.6 44 -5 8.2 +0.4
YPS Arrow Reverse Cap 500 ETF 6.5 29 10 6.4 -1.5
BTHM BlackRock Future U.S. Themes ETF 6.5 60 -21 6.5 -1.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 6.4 12 27 6.5 -1.4
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 6.4 50 -11 2.7 -5.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.4 7 32 5.7 -2.2
IMCG iShares Morningstar Mid-Cap Growth ETF 6.4 6 33 4.7 -3.1
CGGR Capital Group Growth ETF 6.4 39 0 4.6 -3.2
NUMV Nuveen ESG Mid-Cap Value ETF 6.4 30 9 8.9 +1.1
IXN iShares Global Tech ETF 6.4 40 -1 6.0 -1.9
ETHO Etho Climate Leadership U.S. ETF 6.3 47 -8 4.6 -3.3
VUG Vanguard Growth Index Fund 6.3 4 35 5.4 -2.5
LVHD Legg Mason Low Volatility High Dividend ETF 6.3 27 12 8.0 +0.2
STCE Schwab Crypto Thematic ETF 6.3 30 9 0.4 -7.5
VB Vanguard Small-Cap ETF 6.3 5 34 5.6 -2.3
CLRG IQ Chaikin U.S. Large Cap ETF 6.2 25 14 6.4 -1.5
DURA VanEck Morningstar Durable Dividend ETF 6.2 29 10 8.6 +0.7
FDLO Fidelity Low Volatility Factor ETF 6.2 29 10 6.1 -1.7
QWLD SPDR MSCI World StrategicFactors ETF 6.1 30 9 7.0 -0.8
LEAD Siren DIVCON Leaders Dividend ETF 6.1 43 -4 8.0 +0.1
UPWD JPMorgan Social Advancement ETF 6.1 49 -10 6.5 -1.4
HEET Hartford Schroders ESG US Equity ETF 6.1 39 0 7.4 -0.4
LVOL American Century Low Volatility ETF 6.1 29 10 5.7 -2.2
TECB iShares US Tech Breakthrough Multisector ETF 6.0 40 -1 5.9 -2.0
IWY iShares Russell Top 200 Growth ETF 6.0 20 19 6.0 -1.8
QDEF FlexShares Quality Dividend Defensive Index Fund 6.0 37 2 7.7 -0.2
AIEQ AI Powered Equity ETF 6.0 75 -36 -1.8 -9.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.9 30 9 9.3 +1.5
TTAC TrimTabs US Free Cash Flow Quality ETF 5.9 59 -20 7.3 -0.6
BUZZ VanEck Social Sentiment ETF 5.9 75 -36 1.6 -6.3
EQAL Invesco Russell 1000 Equal Weight ETF 5.8 20 19 6.4 -1.4
SSPY Syntax Stratified LargeCap ETF 5.8 30 9 7.1 -0.8
ACWI iShares MSCI ACWI ETF 5.8 32 7 6.6 -1.2
VONG Vanguard Russell 1000 Growth Index Fund 5.8 8 31 5.9 -2.0
IWF iShares Russell 1000 Growth ETF 5.8 18 21 5.8 -2.1
FPAG FPA Global Equity ETF 5.8 49 -10 6.4 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.8 20 19 6.8 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 5.8 59 -20 8.1 +0.2
XOUT GraniteShares XOUT U.S. Large Cap ETF 5.7 60 -21 5.5 -2.4
EZM WisdomTree U.S. MidCap Earnings Fund 5.7 38 1 10.0 +2.1
PDP Invesco DWA Momentum ETF 5.7 62 -23 5.1 -2.8
DWLD Davis Select Worldwide ETF 5.7 62 -23 8.7 +0.9
BLOK Amplify Transformational Data Sharing ETF 5.6 71 -32 1.7 -6.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.6 20 19 8.0 +0.1
IUSG iShares Core S&P US Growth ETF 5.6 4 35 6.4 -1.4
VOOG Vanguard S&P 500 Growth ETF 5.6 10 29 6.4 -1.5
IVW iShares S&P 500 Growth ETF 5.6 18 21 6.3 -1.6
SPYG SPDR Portfolio S&P 500 Growth ETF 5.6 4 35 6.4 -1.4
TPLC Timothy Plan US Large Cap Core ETF 5.5 52 -13 6.4 -1.5
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 5.5 108 -69 4.2 -3.7
PZLD Puzzle Divdend Leaders 5.5 10 29 6.8 -1.1
FOVL iShares Focused Value Factor ETF 5.4 25 14 11.0 +3.1
GBUY Goldman Sachs Future Consumer Equity ETF 5.4 75 -36 3.1 -4.8
VT Vanguard Total World Stock ETF 5.4 7 32 6.7 -1.2
FDIG Fidelity Crypto Industry and Digital Payments ETF 5.4 39 0 1.9 -5.9
SPGP Invesco S&P 500 GARP ETF 5.4 36 3 8.9 +1.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.4 46 -7 7.1 -0.7
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 5.3 17 22 8.0 +0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.3 9 30 6.3 -1.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.3 60 -21 7.8 -0.1
FDMO Fidelity Momentum Factor ETF 5.2 29 10 6.0 -1.9
DTEC ALPS Disruptive Technologies ETF 5.2 50 -11 4.1 -3.8
FNK First Trust Mid Cap Value AlphaDEX Fund 5.2 70 -31 11.8 +4.0
PBSM Invesco PureBeta MSCI USA Small Cap ETF 5.2 6 33 5.4 -2.5
MBOX Freedom Day Dividend ETF 5.1 39 0 8.5 +0.6
ONEO SPDR Russell 1000 Momentum Focus ETF 5.1 20 19 8.4 +0.6
SDEI Sound Equity Income ETF 5.1 45 -6 9.9 +2.0
VFQY Vanguard U.S. Quality Factor ETF 5.1 13 26 8.3 +0.5
KLCD KFA Large Cap Quality Dividend Index ETF 5.1 40 -1 7.4 -0.5
WTV WisdomTree US Value Fund 5.1 12 27 9.0 +1.2
CACG ClearBridge All Cap Growth ETF 5.1 53 -14 4.7 -3.2
SMMD iShares Russell 2500 ETF 5.0 15 24 5.8 -2.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 5.0 75 -36 7.8 -0.0
GURU Global X Guru Index ETF 5.0 75 -36 3.8 -4.1
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.0 42 -3 6.6 -1.3
IVSG Invesco Select Growth ETF 5.0 48 -9 4.2 -3.7
JSTC Adasina Social Justice All Cap Global ETF 5.0 89 -50 6.2 -1.6
IWP iShares Russell Mid-Cap Growth ETF 4.9 23 16 4.7 -3.2
STLV iShares Factors US Value Style ETF 4.9 25 14 9.7 +1.9
SPVM Invesco S&P 500 Value with Momentum ETF 4.9 39 0 9.1 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.8 18 21 6.4 -1.4
NZRO Strategy Shares Halt Climate Change ETF 4.8 95 -56 1.9 -6.0
SMOT VanEck Morningstar SMID Moat ETF 4.8 49 -10 7.8 -0.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 15 8.4 +0.5
DSTL Distillate US Fundamental Stability & Value ETF 4.8 39 0 7.8 -0.1
JMOM JPMorgan U.S. Momentum Factor ETF 4.8 12 27 6.5 -1.4
VFMF Vanguard U.S. Multifactor ETF 4.8 18 21 9.4 +1.6
VOT Vanguard Mid-Cap Growth Index Fund 4.8 7 32 4.6 -3.2
DFND Siren DIVCON Dividend Defender ETF 4.7 150 -111 7.0 -0.8
HOMZ Hoya Capital Housing ETF 4.7 30 9 9.9 +2.1
GVLU Gotham 1000 Value ETF 4.7 50 -11 10.1 +2.3
KOCG FIS Knights of Columbus Global Belief ETF 4.7 75 -36 7.8 -0.1
BCDF Horizon Kinetics Blockchain Development ETF 4.7 85 -46 1.1 -6.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.7 15 24 7.5 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 4.7 10 29 7.5 -0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 4.7 12 27 7.5 -0.4
IJH iShares Core S&P Mid-Cap ETF 4.7 5 34 7.5 -0.4
SPMD SPDR Portfolio Mid Cap ETF 4.7 5 34 7.5 -0.4
MDY SPDR S&P Midcap 400 ETF Trust 4.7 22 17 7.3 -0.6
DIVS SmartETFs Dividend Builder ETF 4.7 65 -26 5.9 -2.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 21 8.3 +0.4
SNPG Xtrackers S&P 500 Growth ESG ETF 4.6 15 24 6.1 -1.8
DFAT Dimensional U.S. Targeted Value ETF 4.6 29 10 8.5 +0.6
WBIY WBI Power Factor High Dividend ETF 4.6 70 -31 11.8 +4.0
XDAT Franklin Exponential Data ETF 4.6 50 -11 4.0 -3.9
ACSI American Customer Satisfaction Core Alpha ETF 4.6 65 -26 4.7 -3.1
BIDS Amplify Digital & Online Trading ETF 4.5 59 -20 7.7 -0.2
AFLG First Trust Active Factor Large Cap ETF 4.5 55 -16 7.4 -0.4
EWMC Invesco S&P MidCap 400 Equal Weight ETF 4.5 40 -1 7.2 -0.7
QLV FlexShares US Quality Low Volatility Index Fund 4.5 22 17 6.2 -1.7
IOO iShares Global 100 ETF 4.4 40 -1 6.8 -1.1
ACWF iShares MSCI Global Multifactor ETF 4.4 35 4 9.4 +1.6
SCHA Schwab U.S. Small-Cap ETF 4.4 4 35 5.1 -2.8
DGT SPDR Global Dow ETF 4.4 50 -11 7.4 -0.4
IETC iShares Evolved U.S. Technology ETF 4.4 18 21 5.8 -2.1
SXQG 6 Meridian Quality Growth ETF 4.4 100 -61 5.6 -2.2
VNMC Natixis Vaughan Nelson Mid Cap ETF 4.3 85 -46 6.9 -1.0
FVD First Trust Value Line Dividend Index Fund 4.3 67 -28 6.4 -1.5
QGRO American Century STOXX U.S. Quality Growth ETF 4.3 29 10 6.2 -1.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.3 19 20 7.3 -0.6
LGLV SPDR Russell 1000 Low Volatility ETF 4.2 12 27 5.8 -2.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.2 60 -21 10.9 +3.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.2 15 24 8.0 +0.2
MDYV SPDR S&P 400 Mid Cap Value ETF 4.2 15 24 7.9 0.0
IJJ iShares S&P Mid-Cap 400 Value ETF 4.2 18 21 7.8 -0.0
SRHQ SRH U.S. Quality ETF 4.2 35 4 8.2 +0.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.2 75 -36 9.3 +1.4
VSDA VictoryShares Dividend Accelerator ETF 4.2 35 4 6.8 -1.1
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 4.2 17 22 5.3 -2.5
SDOG ALPS Sector Dividend Dogs ETF 4.2 40 -1 9.6 +1.7
HKND Humankind US Stock ETF 4.1 11 28 7.8 -0.0
ISCB iShares Morningstar Small-Cap ETF 4.1 4 35 4.7 -3.2
BKSE BNY Mellon US Small Cap Core Equity ETF 4.1 4 35 5.6 -2.2
ROUS Hartford Multifactor US Equity ETF 3.9 19 20 8.1 +0.3
GGRW Gabelli Growth Innovators ETF 3.9 90 -51 3.9 -4.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.9 15 24 8.8 +0.9
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.8 60 -21 -25.2 -33.1
HAPY Harbor Corporate Culture Leaders ETF 3.7 36 3 2.8 -5.1
DFAS Dimensional U.S. Small Cap ETF 3.7 28 11 6.5 -1.3
FSMD Fidelity Small-Mid Factor ETF 3.7 29 10 8.3 +0.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.7 64 -25 7.5 -0.3
EGIS 2nd Vote Society Defended ETF 3.7 75 -36 7.3 -0.5
ISMD Inspire Small/Mid Cap Impact ETF 3.6 48 -9 6.3 -1.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.6 24 15 8.6 +0.7
USMV iShares Edge MSCI Min Vol USA ETF 3.6 15 24 6.3 -1.6
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.6 25 14 6.4 -1.5
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 3.6 20 19 8.0 +0.2
JHSC John Hancock Multifactor Small Cap ETF 3.6 42 -3 6.4 -1.5
GDIV Harbor Dividend Growth Leaders ETF 3.5 50 -11 7.3 -0.6
ISCV iShares Morningstar Small Cap Value ETF 3.5 6 33 7.9 +0.1
CWS AdvisorShares Focused Equity ETF 3.5 66 -27 5.5 -2.4
ANEW ProShares MSCI Transformational Changes ETF 3.5 45 -6 4.9 -3.0
NTZG Nuveen Global Net Zero Transition ETF 3.5 55 -16 5.6 -2.2
VALQ American Century STOXX U.S. Quality Value ETF 3.5 29 10 10.3 +2.4
SYLD Cambria Shareholder Yield ETF 3.4 59 -20 11.0 +3.2
CZA Invesco Zacks Mid-Cap ETF 3.4 69 -30 6.5 -1.4
USMF WisdomTree U.S. Multifactor Fund 3.3 28 11 8.3 +0.5
BITQ Bitwise Crypto Industry Innovators ETF 3.3 85 -46 -3.4 -11.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.3 15 24 8.1 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 3.3 15 24 8.1 +0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.2 52 -13 7.9 +0.0
PWC Invesco Dynamic Market ETF 3.2 60 -21 7.4 -0.5
BLES Inspire Global Hope Large Cap ETF 3.2 49 -10 6.4 -1.5
YALL God Bless America ETF 3.2 65 -26 4.5 -3.4
CVAR Cultivar ETF 3.1 87 -48 8.1 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 3.1 59 -20 5.1 -2.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.1 61 -22 7.8 -0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 3.1 15 24 13.8 +5.9
PEXL Pacer US Export Leaders ETF 3.0 60 -21 6.6 -1.3
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.0 85 -46 4.8 -3.0
TMDV ProShares Russell US Dividend Growers ETF 3.0 36 3 6.2 -1.6
SMDY Syntax Stratified MidCap ETF 3.0 35 4 7.1 -0.8
HDV iShares Core High Dividend ETF 3.0 8 31 8.7 +0.8
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 3.0 30 9 8.2 +0.3
TMFX Motley Fool Next Index ETF 3.0 50 -11 3.7 -4.1
FLRG Fidelity U.S. Multifactor ETF 3.0 29 10 8.3 +0.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.9 55 -16 4.4 -3.4
KBWR Invesco KBW Regional Banking ETF 2.9 35 4 9.6 +1.7
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.8 80 -41 6.6 -1.3
QDIV Global X S&P 500 Quality Dividend ETF 2.8 20 19 9.0 +1.1
SPDV AAM S&P 500 High Dividend Value ETF 2.8 29 10 11.3 +3.5
SDY SPDR S&P Dividend ETF 2.8 35 4 6.9 -1.0
PSP Invesco Global Listed Private Equity ETF 2.8 144 -105 9.9 +2.1
IUS Invesco Strategic US ETF 2.8 19 20 7.7 -0.2
BIBL Inspire ETF 2.8 35 4 5.4 -2.5
RYT Invesco S&P 500 Equal Weight Technology ETF 2.8 40 -1 7.0 -0.8
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.7 35 4 6.5 -1.3
SXUS Janus Henderson International Sustainable Equity ETF 2.7 60 -21 4.2 -3.6
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 2.7 35 4 7.4 -0.5
AFMC First Trust Active Factor Mid Cap ETF 2.7 65 -26 9.0 +1.1
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -21 9.3 +1.4
RWK Invesco S&P MidCap 400 Revenue ETF 2.6 39 0 9.4 +1.6
FTCS First Trust Capital Strength ETF 2.6 55 -16 6.7 -1.2
FCPI Fidelity Stocks for Inflation ETF 2.5 29 10 9.3 +1.4
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 2.5 85 -46 1.2 -6.7
JRNY ALPS Global Travel Beneficiaries ETF 2.5 65 -26 0.7 -7.1
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.4 15 24 7.2 -0.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.4 15 24 7.1 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 2.4 17 22 7.1 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 27 12 6.2 -1.7
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.4 21 18 4.5 -3.4
NVQ QRAFT AI-Enhanced US Next Value ETF 2.4 75 -36 10.7 +2.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.4 63 -24 3.6 -4.3
MTUM iShares MSCI USA Momentum Factor ETF 2.3 15 24 6.5 -1.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 2.3 15 24 6.8 -1.0
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.2 15 24 6.8 -1.1
FBCG Fidelity Blue Chip Growth ETF 2.2 59 -20 3.0 -4.9
BWEB Bitwise Web3 ETF 2.1 85 -46 1.7 -6.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.1 25 14 7.3 -0.5
XMVM Invesco S&P MidCap Value with Momentum ETF 2.1 39 0 11.4 +3.5
UVDV UVA Dividend Value ETF 2.1 80 -41 7.6 -0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -41 9.2 +1.4
GK AdvisorShares Gerber Kawasaki ETF 2.1 81 -42 5.2 -2.6
DFSV Dimensional US Small Cap Value ETF 2.1 31 8 8.3 +0.5
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.1 45 -6 6.1 -1.8
NUSC Nuveen ESG Small-Cap ETF 2.1 30 9 5.7 -2.2
WLDR Affinity World Leaders Equity ETF 2.1 67 -28 9.2 +1.4
AHOY Newday Ocean Health ETF 2.1 75 -36 5.9 -2.0
ACWV iShares MSCI Global Min Vol Factor ETF 2.1 20 19 7.0 -0.8
RYJ Invesco Raymond James SB-1 Equity ETF 1.9 81 -42 3.6 -4.3
AVUV Avantis U.S. Small Cap Value ETF 1.9 25 14 9.6 +1.7
SDGS Newday Sustainable Development Equity ETF 1.9 75 -36 6.0 -1.8
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.8 30 9 8.9 +1.0
LYFE 2nd Vote Life Neutral Plus ETF 1.8 75 -36 8.0 +0.2
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 30 9 2.2 -5.7
SPMV Invesco S&P 500 Minimum Variance ETF 1.7 10 29 6.3 -1.5
VNSE Natixis Vaughan Nelson Select ETF 1.7 80 -41 4.0 -3.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.6 70 -31 2.5 -5.4
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.6 52 -13 6.2 -1.7
WGRO WisdomTree U.S. Growth & Momentum Fund 1.6 55 -16 7.5 -0.4
BOUT Innovator IBD Breakout Opportunities ETF 1.6 80 -41 5.4 -2.4
VBK Vanguard Small-Cap Growth Index Fund 1.6 7 32 1.4 -6.5
XT iShares Exponential Technologies ETF 1.5 46 -7 4.1 -3.8
IEDI iShares Evolved U.S. Discretionary Spending ETF 1.5 18 21 5.1 -2.7
ARKF ARK Fintech Innovation ETF 1.4 75 -36 -1.3 -9.2
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.4 69 -30 7.4 -0.5
RPG Invesco S&P 500 Pure Growth ETF 1.4 35 4 7.7 -0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 19 7.2 -0.7
VTWO Vanguard Russell 2000 Index Fund 1.3 10 29 4.0 -3.8
IWM iShares Russell 2000 ETF 1.3 19 20 3.9 -4.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.3 70 -31 5.6 -2.3
CGDV Capital Group Dividend Value ETF 1.3 33 6 6.6 -1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.3 25 14 6.0 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 1.3 25 14 6.1 -1.8
ALTL Pacer Lunt Large Cap Alternator ETF 1.3 60 -21 5.7 -2.1
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.3 60 -21 9.5 +1.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.3 60 -21 8.3 +0.5
PEY Invesco High Yield Equity Dividend Achievers ETF 1.2 53 -14 8.7 +0.9
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -21 5.1 -2.8
VFMO Vanguard U.S. Momentum Factor ETF 1.2 13 26 3.0 -4.9
IUSS Invesco Strategic US Small Company ETF 1.2 23 16 6.5 -1.4
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.2 25 14 9.6 +1.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 41 -2 6.5 -1.4
AUSF Global X Adaptive U.S. Factor ETF 1.2 27 12 6.8 -1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.1 52 -13 6.8 -1.0
TPHD Timothy Plan High Dividend Stock ETF 1.1 52 -13 6.8 -1.1
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.1 60 -21 9.8 +2.0
VAMO Cambria Value & Momentum ETF 1.1 64 -25 9.7 +1.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.1 25 14 6.7 -1.1
GENY Principal Millennials Index ETF 1.1 45 -6 4.4 -3.5
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 1.0 48 -9 7.6 -0.2
XSW SPDR S&P Software & Services ETF 1.0 35 4 3.5 -4.3
CSML IQ Chaikin U.S. Small Cap ETF 1.0 35 4 5.7 -2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 0 4.8 -3.1
VTWV Vanguard Russell 2000 Value Index Fund 1.0 15 24 5.9 -1.9
IWN iShares Russell 2000 Value ETF 1.0 23 16 5.8 -2.1
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.0 30 9 9.0 +1.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 33 1.3 -6.6
DBLV AdvisorShares DoubleLine Value Equity ETF 1.0 91 -52 11.2 +3.4
SQEW LeaderShares Equity Skew ETF 1.0 75 -36 5.4 -2.4
ZIG The Acquirers Fund 0.9 89 -50 16.6 +8.7
VFMV Vanguard U.S. Minimum Volatility ETF 0.9 13 26 6.8 -1.1
IVDG Invesco Focused Discovery Growth ETF 0.9 59 -20 4.5 -3.4
UBCB UBC Algorithmic Fundamentals ETF 0.9 75 -36 5.6 -2.2
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.8 29 10 7.4 -0.5
XMMO Invesco S&P MidCap Momentum ETF 0.8 33 6 7.2 -0.7
MVPS Amplify Thematic All-Stars ETF 0.8 49 -10 2.4 -5.5
SPMO Invesco S&P 500 Momentum ETF 0.8 13 26 6.4 -1.5
LOUP Innovator Loup Frontier Tech ETF 0.8 70 -31 6.9 -0.9
CGGO Capital Group Global Growth Equity ETF 0.8 47 -8 4.3 -3.6
KBWD Invesco KBW High Dividend Yield Financial ETF 0.8 124 -85 11.4 +3.5
DFAX Dimensional World ex U.S. Core Equity 2 ETF 0.8 31 8 8.5 +0.7
SVAL iShares US Small Cap Value Factor ETF 0.7 20 19 10.8 +3.0
MEME Roundhill MEME ETF 0.7 69 -30 -4.1 -11.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.7 60 -21 5.4 -2.4
AFSM First Trust Active Factor Small Cap ETF 0.7 75 -36 8.5 +0.6
KOMP SPDR Kensho New Economies Composite ETF 0.6 20 19 0.7 -7.1
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 4 9.6 +1.7
GFOF Grayscale Future of Finance ETF 0.6 70 -31 -2.3 -10.1
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.6 82 -43 6.3 -1.5
BFTR Future Innovators ETF 0.6 80 -41 1.9 -5.9
SMDV ProShares Russell 2000 Dividend Growers ETF 0.6 41 -2 6.4 -1.4
PSC Principal U.S. Small Cap Index ETF 0.6 38 1 8.5 +0.7
XMHQ Invesco S&P MidCap Quality ETF 0.5 25 14 8.3 +0.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.5 49 -10 7.8 -0.1
FFND Future Fund Active ETF 0.5 101 -62 2.6 -5.2
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.5 20 19 5.7 -2.1
KONG Formidable Fortress ETF 0.5 89 -50 6.1 -1.8
TMFM Motley Fool Mid-Cap Growth ETF 0.5 85 -46 4.5 -3.4
FINX Global X FinTech Thematic ETF 0.4 68 -29 5.1 -2.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 4 7.9 +0.0
IWO iShares Russell 2000 Growth ETF 0.4 23 16 1.9 -5.9
VTWG Vanguard Russell 2000 Growth Index Fund 0.4 15 24 2.0 -5.8
IBLC iShares Blockchain and Tech ETF 0.4 47 -8 -2.1 -10.0
ARKW ARK Web x.0 ETF 0.4 83 -44 -4.3 -12.2
TWEB SoFi Web 3 ETF 0.4 59 -20 -5.2 -13.1
ARKK ARK Innovation ETF 0.4 75 -36 -6.8 -14.6
IPO Renaissance IPO ETF 0.4 60 -21 -24.2 -32.0
NFTZ Defiance Digital Revolution ETF 0.4 65 -26 -24.8 -32.6
AOTG AOT Growth and Innovation ETF 0.4 75 -36 3.3 -4.6
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 4 8.0 +0.2
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -56 2.5 -5.3
ACTV LeaderShares Activist Leaders ETF 0.3 75 -36 9.9 +2.1
OSCV Opus Small Cap Value Plus ETF 0.3 79 -40 5.9 -2.0
KIE SPDR S&P Insurance ETF 0.3 35 4 7.5 -0.4
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.3 35 4 8.6 +0.7
KSCD KFA Small Cap Quality Dividend Index ETF 0.3 51 -12 6.6 -1.2
AIRR First Trust RBA American Industrial Renaissance ETF 0.3 70 -31 6.2 -1.7
DIV Global X SuperDividend US ETF 0.3 45 -6 6.7 -1.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 1 9.0 +1.1
VR Global X Metaverse ETF 0.2 50 -11 7.8 -0.0
PNQI Invesco NASDAQ Internet ETF 0.2 60 -21 3.2 -4.6
BKCH Global X Blockchain ETF 0.2 50 -11 0.0 -7.9
DAPP VanEck Digital Transformation ETF 0.2 50 -11 -0.5 -8.4
SFYF SoFi 50 ETF 0.2 29 10 -3.7 -11.6
BYOB SoFi Be Your Own Boss ETF 0.2 59 -20 -5.2 -13.1
DAM VanEck Digital Assets Mining ETF 0.2 50 -11 -114.5 -122.4
SAMT Strategas Macro Thematic Opportunities ETF 0.2 65 -26 3.9 -3.9
FFTY Innovator IBD 50 ETF 0.2 80 -41 6.4 -1.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.2 57 -18 12.7 +4.8
SQLV Legg Mason Small-Cap Quality Value 0.2 61 -22 11.1 +3.2
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 27 7.0 -0.9
INNO Harbor Disruptive Innovation ETF 0.2 75 -36 -3.6 -11.5
DSMC Distillate Small/Mid Cash Flow ETF 0.2 55 -16 12.0 +4.1
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.2 80 -41 7.5 -0.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.1 60 -21 5.8 -2.1
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 71 -32 12.0 +4.1
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.1 38 1 9.3 +1.4
RNSC Small Cap US Equity Select ETF 0.1 60 -21 8.5 +0.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -22 8.4 +0.5
DWAS Invesco DWA SmallCap Momentum ETF 0.1 60 -21 -0.0 -7.9
IDAT iShares Cloud 5G and Tech ETF 0.1 47 -8 6.0 -1.8
MILN Global X Millennial Consumer ETF 0.1 50 -11 2.9 -4.9
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -36 3.4 -4.5
VIDI Vident International Equity Fund 0.1 61 -22 12.1 +4.2
EES WisdomTree SmallCap Earnings Fund 0.1 38 1 10.2 +2.3
SAGP Strategas Global Policy Opportunities ETF 0.1 65 -26 7.4 -0.4
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 14 5.1 -2.7
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 30 4.4 -3.5
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 9 10.1 +2.2
ROSC Hartford Multifactor Small Cap ETF 0.1 34 5 10.9 +3.0
FDM First Trust Dow Jones Select Microcap Index Fund 0.0 60 -21 5.4 -2.4
ARB AltShares Merger Arbitrage ETF -1.7 67 -28 7.8 -0.1

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
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:

OVERWEIGHT

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 12.9 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 7.9 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.46 CATEGORY
AVERAGE
1.50
 
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.