iShares US Financial Services ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2024E    2025E
P/E
ratio		 16.8x P/Sales
ratio		 4.0x
P/BV
ratio		 2.1x Div.
yield		 1.6%


  • 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) $1,458
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 107
Wgt avg mkt cap (mns) $383,512
Large cap (>$10bn) 95.5%
Mid cap ($2-10bn) 4.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
BERKSHIRE HATHAWAY INC-CL B 15.3 %
JPMORGAN CHASE & CO 11.1 %
VISA INC. CLASS A 8.5 %
MASTERCARD INCORPORATED CLASS A 7.6 %
BANK OF AMERICA CORP 5.0 %
WELLS FARGO & CO 3.5 %
S&P GLOBAL, INC. 3.1 %
GOLDMAN SACHS GROUP INC 2.9 %
AMERICAN EXPRESS CO 2.8 %
BLACKROCK INC 2.3 %
Total 62.1 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.3 %
PUERTO RICO 0.1 %
BERMUDA 0.1 %
BRITAIN 0.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
20.9% 36.3% 12.3% 11.5% 6.0%

Market Correlations
versus... Beta R-squared
S&P500 1.02 68%
MSCI EAFE 1.05 69%
MSCI Emg. Mkts. 0.80 39%

Technical Indicators
Recent close $71.67
30d moving avg. $69.74
Annualized volatility 22.2%
Short interest (ETF) 0.1%
Short interest (Underlying) 1.5%
Relative strength (RSI) 49

Liquidity measures
Avg. volume (thou.) 36
Turnover 0.2%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $18,564

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 683 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™: 5.5%


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 78.1 9 31 5.7 +0.2
IYF iShares U.S. Financials ETF 73.1 40 0 5.8 +0.4
FNCL Fidelity MSCI Financials Index ETF 73.0 8 32 6.0 +0.5
VFH Vanguard Financials ETF 69.5 10 30 6.1 +0.6
IXG iShares Global Financials ETF 44.7 42 -2 6.5 +1.0
RSPF Invesco S&P 500 Equal Weight Financials ETF 38.7 40 0 6.5 +1.0
KBWB Invesco KBW Bank ETF 33.3 35 5 8.5 +3.0
DFNL Davis Select Financial ETF 31.6 63 -23 7.0 +1.5
SPVU Invesco S&P 500 Enhanced Value ETF 28.9 13 27 9.2 +3.7
FTXO First Trust Nasdaq Bank ETF 26.3 60 -20 9.0 +3.5
KCE SPDR S&P Capital Markets ETF 25.8 35 5 6.4 +1.0
BFIIX Baron FinTech 23.1 75 -35 3.6 -1.9
FXO First Trust Financials AlphaDEX Fund 22.7 62 -22 7.9 +2.4
USMC Principal U.S. Mega-Cap ETF 22.5 12 28 4.5 -1.0
AIEQ AI Powered Equity ETF 22.0 75 -35 1.8 -3.7
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 21.0 65 -25 3.8 -1.7
PFI Invesco Dorsey Wright Financial Momentum ETF 20.7 60 -20 6.8 +1.3
SNPV Xtrackers S&P 500 Value ESG ETF 20.1 15 25 6.4 +0.9
DUSA Davis Select U.S. Equity ETF 20.0 61 -21 7.4 +1.9
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 19.8 40 0 5.1 -0.4
IWX iShares Russell Top 200 Value ETF 19.7 20 20 6.1 +0.6
FBCV Fidelity Blue Chip Value ETF 19.2 59 -19 7.0 +1.5
FDFF Fidelity Disruptive Finance ETF 19.0 50 -10 4.6 -0.9
VOOV Vanguard S&P 500 Value ETF 18.1 10 30 6.4 +0.9
IVE iShares S&P 500 Value ETF 18.0 18 22 6.3 +0.8
SPYV SPDR Portfolio S&P 500 Value ETF 18.0 4 36 6.4 +0.9
FELV Fidelity Enhanced Large Cap Value ETF 17.9 18 22 6.5 +1.0
IUSV iShares Core S&P US Value ETF 17.8 4 36 6.5 +1.0
DFUV Dimensional US Marketwide Value ETF 17.8 22 18 7.4 +1.9
PWV Invesco Large Cap Value ETF 17.5 55 -15 7.9 +2.4
JAVA JPMorgan Active Value ETF 17.4 44 -4 5.9 +0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 17.2 15 25 5.8 +0.3
NUDV Nuveen ESG Dividend ETF 16.9 26 14 7.0 +1.5
MGV Vanguard Mega Cap Value ETF 16.8 7 33 6.3 +0.9
IYJ iShares U.S. Industrials ETF 16.6 40 0 4.6 -0.9
STXV Strive 1000 Value ETF 16.5 18 22 7.5 +2.0
IPAY ETFMG Prime Mobile Payments ETFMG Prime Mobile Payments Fund 16.3 75 -35 5.2 -0.3
BDAIX Baron Durable Advantage 16.2 75 -35 3.8 -1.7
RPV Invesco S&P 500 Pure Value ETF 16.2 35 5 9.4 +3.9
REVS Columbia Research Enhanced Value ETF 16.1 19 21 7.5 +2.0
DFLV Dimensional US Large Cap Value ETF 16.0 22 18 7.7 +2.2
SCHV Schwab U.S. Large-Cap Value ETF 15.9 4 36 6.4 +0.9
KBE SPDR S&P Bank ETF 15.8 35 5 8.9 +3.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 15.7 30 10 4.8 -0.7
VONV Vanguard Russell 1000 Value ETF 15.6 8 32 6.4 +0.9
IWD iShares Russell 1000 Value ETF 15.6 19 21 6.2 +0.7
GVUS Marketbeta Russell 1000 Value Equity ETF 15.5 12 28 6.3 +0.8
VTV Vanguard Value ETF 15.3 4 36 6.5 +1.0
VIG Vanguard Dividend Appreciation ETF 15.2 6 34 5.5 +0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 15.2 32 8 4.8 -0.7
PRF Invesco FTSE RAFI US 1000 ETF 15.1 39 1 6.9 +1.4
SPXT ProShares S&P 500 Ex-Technology ETF 15.1 9 31 5.3 -0.1
VYM Vanguard High Dividend Yield Index ETF 14.9 6 34 6.9 +1.4
DLN WisdomTree U.S. LargeCap Dividend Fund 14.8 28 12 5.8 +0.3
VLU SPDR S&P 1500 Value Tilt ETF 14.8 12 28 6.9 +1.4
PFM Invesco Dividend Achievers ETF 14.7 53 -13 5.3 -0.2
EQWL Invesco S&P 100 Equal Weight ETF 14.7 25 15 6.4 +0.9
EPS WisdomTree U.S. LargeCap Fund 14.5 8 32 6.0 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 14.4 48 -8 5.8 +0.3
RDVY First Trust Rising Dividend Achievers ETF 14.3 50 -10 9.3 +3.8
DTD WisdomTree U.S. Total Dividend Fund 14.3 28 12 6.1 +0.6
FNDX Schwab Fundamental US Large Co. Index ETF 14.2 25 15 6.8 +1.3
DGRO iShares Core Dividend Growth ETF 14.1 8 32 6.3 +0.8
ILCV iShares Morningstar Value ETF 14.0 4 36 6.2 +0.7
TMFC Motley Fool 100 Index ETF 13.7 50 -10 3.7 -1.8
FNDB Schwab Fundamental US Broad Market Index ETF 13.6 25 15 6.7 +1.2
GVIP Goldman Sachs Hedge Industry VIP ETF 13.6 45 -5 5.0 -0.5
DIVB iShares Core Dividend ETF 13.5 5 35 7.5 +2.0
TOLL Tema Monopolies and Oligopolies ETF 13.5 75 -35 2.6 -2.9
DIA SPDR Dow Jones Industrial Average ETF Trust 13.5 16 24 5.5 +0.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 13.3 60 -20 4.0 -1.5
EVUS iShares ESG Aware MSCI USA Value ETF 13.2 18 22 6.4 +0.9
FDRR Fidelity Dividend ETF for Rising Rates 13.2 15 25 7.5 +2.0
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 13.2 29 11 6.4 +0.9
MTUM iShares MSCI USA Momentum Factor ETF 13.1 15 25 3.7 -1.8
SPVM Invesco S&P 500 Value with Momentum ETF 13.0 39 1 8.1 +2.6
USXF iShares ESG Advanced MSCI USA ETF 12.8 10 30 5.1 -0.4
DIVL Madison Dividend Value ETF 12.8 65 -25 5.6 +0.1
DHS WisdomTree U.S. High Dividend Fund 12.7 38 2 7.9 +2.4
PWB Invesco Large Cap Growth ETF 12.7 56 -16 3.3 -2.2
HAPI Harbor Human Capital Factor US Large Cap ETF 12.7 36 4 4.6 -0.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 12.6 29 11 4.3 -1.2
DVND Touchstone Dividend Select ETF 12.4 67 -27 5.7 +0.2
UDI USCF Dividend Income Fund 12.4 65 -25 7.3 +1.8
EDOW First Trust Dow 30 Equal Weight ETF 12.4 50 -10 5.7 +0.2
RAFE PIMCO RAFI ESG U.S. ETF 12.4 29 11 7.1 +1.6
ICAP InfraCap Equity Income Fund ETF 12.4 171 -131 6.1 +0.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 12.3 38 2 6.3 +0.8
EQUL IQ Engender Equality ETF 12.2 45 -5 5.7 +0.2
LCF Touchstone US Large Cap Focused ETF 12.2 69 -29 4.2 -1.3
SPHQ Invesco S&P 500 Quality ETF 12.1 15 25 5.5 -0.0
RFFC ALPS Active Equity Opportunity ETF 12.1 48 -8 4.1 -1.4
OALC OneAscent Large Cap Core ETF 12.0 86 -46 4.4 -1.1
ULVM VictoryShares US Value Momentum ETF 12.0 20 20 7.2 +1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 11.8 9 31 4.8 -0.7
RWL Invesco S&P 500 Revenue ETF 11.7 39 1 6.5 +1.0
FVAL Fidelity Value Factor ETF 11.7 15 25 7.1 +1.7
VFVA Vanguard U.S. Value Factor ETF 11.6 13 27 10.2 +4.7
SFY SoFi Select 500 ETF 11.5 0 40 4.6 -0.9
VEGN US Vegan Climate ETF 11.4 60 -20 4.6 -0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 11.4 75 -35 4.7 -0.8
MOTE VanEck Morningstar ESG Moat ETF 11.3 49 -9 5.1 -0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 11.3 11 29 4.9 -0.6
ABEQ Absolute Select Value ETF 11.3 85 -45 4.4 -1.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 11.2 60 -20 4.7 -0.8
STXD Strive 1000 Dividend Growth ETF 11.2 35 5 4.9 -0.6
QUAL iShares MSCI USA Quality Factor ETF 11.2 15 25 5.1 -0.4
OEF iShares S&P 100 ETF 11.1 20 20 4.8 -0.7
FUNL CornerCap Fundametrics Large-Cap ETF 11.1 50 -10 6.8 +1.3
JPEF JPMorgan Equity Focus ETF 11.1 50 -10 4.0 -1.5
PY Principal Value ETF 11.1 15 25 7.1 +1.6
CHGX AXS Change Finance ESG ETF 11.1 49 -9 5.2 -0.3
ACVF American Conservative Values ETF 11.1 75 -35 4.2 -1.3
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 11.0 25 15 5.3 -0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 11.0 9 31 4.9 -0.6
VNSE Natixis Vaughan Nelson Select ETF 11.0 80 -40 3.2 -2.3
LVOL American Century Low Volatility ETF 11.0 29 11 4.8 -0.7
FELC Fidelity Enhanced Large Cap Core ETF 11.0 18 22 5.4 -0.1
AVUS Avantis U.S. Equity ETF 10.9 15 25 5.7 +0.3
IWL iShares Russell Top 200 ETF 10.9 15 25 4.8 -0.7
GSPY Gotham Enhanced 500 ETF 10.9 50 -10 5.1 -0.4
JHML John Hancock Multifactor Large Cap ETF 10.9 29 11 5.4 -0.1
SNPE Xtrackers S&P 500 ESG ETF 10.8 10 30 5.1 -0.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.8 20 20 4.9 -0.6
NULC Nuveen ESG Large-Cap ETF 10.8 21 19 5.4 -0.1
AUSF Global X Adaptive U.S. Factor ETF 10.8 27 13 8.6 +3.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 10.8 14 26 5.1 -0.4
MGC Vanguard Mega Cap ETF 10.8 7 33 4.9 -0.6
SPXE ProShares S&P 500 Ex-Energy ETF 10.8 9 31 4.9 -0.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 10.8 60 -20 6.4 +0.9
QUS SPDR MSCI USA StrategicFactors ETF 10.7 15 25 5.7 +0.2
CFA VictoryShares US 500 Volatility Wtd ETF 10.6 35 5 5.7 +0.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 10.6 40 0 5.7 +0.2
FLV American Century Focused Large Cap Value ETF 10.6 42 -2 6.3 +0.9
XVV iShares ESG Screened S&P 500 ETF 10.5 8 32 4.9 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.5 50 -10 4.3 -1.2
JOET Virtus Terranova US Quality Momentum ETF 10.5 29 11 4.9 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 10.5 19 21 6.2 +0.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.5 80 -40 5.7 +0.2
QLC FlexShares US Quality Large Cap Index Fund 10.4 25 15 5.4 -0.1
VOTE TCW Transform 500 ETF 10.4 5 35 5.0 -0.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 10.4 2 38 5.1 -0.4
FDMO Fidelity Momentum Factor ETF 10.3 15 25 4.1 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.3 15 25 4.7 -0.8
INEQ Columbia International Equity Income ETF 10.3 45 -5 6.5 +1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 10.3 20 20 4.8 -0.7
RECS Columbia Research Enhanced Core ETF 10.3 15 25 5.6 +0.1
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 10.2 7 33 5.0 -0.5
IYY iShares Dow Jones U.S. ETF 10.2 20 20 4.8 -0.7
USCA Xtrackers MSCI USA Climate Action Equity ETF 10.2 7 33 5.0 -0.5
DFUS Dimensional U.S. Equity ETF 10.2 9 31 5.0 -0.5
VV Vanguard Large-Cap ETF 10.2 4 36 5.0 -0.5
NULV Nuveen ESG Large-Cap Value ETF 10.2 26 14 6.7 +1.2
VOO Vanguard S&P 500 ETF 10.2 3 37 5.1 -0.4
IVV iShares Core S&P 500 ETF 10.2 3 37 5.1 -0.4
VONE Vanguard Russell 1000 ETF 10.2 8 32 5.0 -0.5
IWB iShares Russell 1000 ETF 10.2 15 25 4.9 -0.6
SPY SPDR S&P 500 ETF Trust 10.2 9 31 5.0 -0.5
SPLG SPDR Portfolio S&P 500 ETF 10.1 2 38 5.1 -0.4
CATH Global X S&P 500 Catholic Values Custom ETF 10.1 29 11 4.9 -0.6
BKLC BNY Mellon US Large Cap Core Equity ETF 10.1 0 40 5.1 -0.4
SPLV Invesco S&P 500 Low Volatility ETF 10.1 25 15 5.1 -0.4
SCHX Schwab U.S. Large-Cap ETF 10.1 3 37 5.1 -0.4
ILCB iShares Morningstar U.S. Equity ETF 10.1 3 37 5.0 -0.5
SCHK Schwab 1000 Index ETF 10.0 5 35 5.1 -0.4
ALTL Pacer Lunt Large Cap Alternator ETF 10.0 60 -20 4.9 -0.6
VLUE iShares MSCI USA Value Factor ETF 10.0 15 25 10.3 +4.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 10.0 11 29 5.0 -0.5
SHE SPDR MSCI USA Gender Diversity ETF 9.9 20 20 4.8 -0.7
NACP Impact Shares NAACP Minority Empowerment ETF 9.9 49 -9 5.2 -0.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 9.9 8 32 5.0 -0.5
VSLU Applied Finance Valuation Large Cap ETF 9.9 49 -9 5.5 +0.0
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 9.9 3 37 5.2 -0.3
RVRB Reverb ETF 9.9 30 10 4.8 -0.7
PBUS Invesco MSCI USA ETF 9.8 4 36 5.0 -0.5
STRV Strive 500 ETF 9.8 5 35 5.0 -0.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 9.8 35 5 7.8 +2.3
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 9.8 38 2 7.8 +2.3
IWV iShares Russell 3000 ETF 9.8 20 20 4.7 -0.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 9.8 3 37 4.9 -0.6
VTHR Vanguard Russell 3000 ETF 9.8 10 30 4.8 -0.7
XLG Invesco S&P 500 Top 50 ETF 9.8 20 20 4.5 -1.0
DCOR Dimensional US Core Equity 1 ETF 9.7 14 26 5.4 -0.1
MAGA Point Bridge America First ETF 9.7 72 -32 5.8 +0.3
VTI Vanguard Total Stock Market ETF 9.7 3 37 4.9 -0.6
DFSU Dimensional US Sustainability Core 1 ETF 9.7 18 22 5.5 +0.0
SCHB Schwab U.S. Broad Market ETF 9.7 3 37 5.0 -0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 9.7 10 30 5.3 -0.2
ACSI American Customer Satisfaction ETF 9.6 65 -25 4.5 -1.0
FSST Fidelity Sustainable U.S. Equity ETF 9.6 59 -19 2.6 -2.9
ZECP Zacks Earnings Consistent Portfolio ETF 9.6 55 -15 4.6 -0.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 9.6 68 -28 2.3 -3.2
DIVG Invesco S&P 500 High Dividend Growers ETF 9.5 39 1 7.0 +1.5
FEX First Trust Large Cap Core AlphaDEX Fund 9.5 59 -19 5.6 +0.1
DFAU Dimensional US Core Equity Market ETF 9.5 12 28 5.1 -0.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9.5 9 31 5.9 +0.4
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.5 61 -21 2.2 -3.3
AVLV Avantis U.S. Large Cap Value ETF 9.5 15 25 7.3 +1.8
FQAL Fidelity Quality Factor ETF 9.5 15 25 5.8 +0.3
VUSE Vident U.S. Equity Strategy ETF 9.5 50 -10 3.3 -2.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 9.4 12 28 4.6 -0.9
LRGF iShares U.S. Equity Factor ETF 9.4 8 32 5.7 +0.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 9.4 20 20 5.7 +0.2
IAT iShares U.S. Regional Banks ETF 9.4 40 0 9.3 +3.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 9.4 65 -25 8.2 +2.7
ADME Aptus Drawdown Managed Equity ETF 9.3 79 -39 4.1 -1.4
DEW WisdomTree Global High Dividend Fund 9.3 58 -18 8.5 +3.0
DFAC Dimensional U.S. Core Equity 2 ETF 9.3 17 23 5.4 -0.1
DGRW WisdomTree US Quality Dividend Growth Fund 9.3 28 12 5.9 +0.4
ESGV Vanguard ESG U.S. Stock ETF 9.3 9 31 4.8 -0.7
JHMM John Hancock Multifactor Mid Cap ETF 9.2 42 -2 6.2 +0.7
XPND First Trust Expanded Technology ETF 9.2 65 -25 4.0 -1.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.2 70 -30 4.5 -1.0
DUHP Dimensional US High Profitability ETF 9.2 21 19 6.5 +1.0
SUSL iShares ESG MSCI USA Leaders ETF 9.1 10 30 5.1 -0.4
ESGG FlexShares STOXX Global ESG Select Index Fund 9.1 42 -2 5.0 -0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 9.1 10 30 5.1 -0.4
FTCS First Trust Capital Strength ETF 9.1 55 -15 5.7 +0.2
YLDE ClearBridge Dividend Strategy ESG ETF 9.1 60 -20 5.1 -0.4
FTA First Trust Large Cap Value AlphaDEX Fund 9.1 59 -19 8.1 +2.6
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 9.0 9 31 5.5 -0.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.0 10 30 4.4 -1.1
DSI iShares MSCI KLD 400 Social ETF 8.9 25 15 5.1 -0.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.9 7 33 7.8 +2.3
FFLC Fidelity Fundamental Large Cap Core ETF 8.9 38 2 4.8 -0.7
ESGU iShares ESG Aware MSCI USA ETF 8.9 15 25 5.1 -0.4
EUSA iShares MSCI USA Equal Weighted ETF 8.8 9 31 5.7 +0.2
LEAD Siren DIVCON Leaders Dividend ETF 8.8 43 -3 4.9 -0.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 8.8 10 30 4.5 -1.0
RSP Invesco S&P 500 Equal Weight ETF 8.8 20 20 5.9 +0.4
SXQG ETC 6 Meridian Quality Growth ETF 8.8 100 -60 3.9 -1.6
FTGS First Trust Growth Strength ETF 8.8 60 -20 5.5 0.0
APUE ActivePassive U.S. Equity ETF 8.8 45 -5 4.8 -0.7
FMIL Fidelity New Millennium ETF 8.8 59 -19 4.8 -0.7
IMCV iShares Morningstar Mid-Cap Value ETF 8.8 6 34 7.7 +2.2
BPAY BlackRock Future Financial and Technology ETF 8.7 70 -30 8.7 +3.3
SIZE iShares MSCI USA Size Factor ETF 8.7 15 25 5.6 +0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 8.6 67 -27 9.0 +3.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 8.6 60 -20 7.7 +2.3
KRUZ Unusual Whales Subversive Republican Trading ETF 8.5 75 -35 5.6 +0.1
JQUA JPMorgan U.S. Quality Factor ETF 8.5 12 28 5.8 +0.3
INCE Franklin Income Equity Focus ETF 8.3 29 11 5.6 +0.1
BKWO BNY Mellon Women's Opportunities ETF 8.2 50 -10 3.9 -1.6
CGUS Capital Group Core Equity ETF 8.1 33 7 4.5 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 8.1 25 15 5.2 -0.3
HDUS Hartford Disciplined US Equity ETF 8.0 19 21 6.0 +0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 8.0 15 25 7.1 +1.7
FLDZ RiverNorth Patriot ETF 8.0 75 -35 5.4 -0.1
IWS iShares Russell Mid-Cap Value ETF 8.0 23 17 6.4 +0.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 8.0 65 -25 4.8 -0.7
GDVD R3 Global Dividend Growth ETF 8.0 88 -48 5.4 -0.1
KOCG FIS Knights of Columbus Global Belief ETF 7.9 75 -35 5.2 -0.3
MBCC Monarch Blue Chips Core ETF 7.9 125 -85 3.4 -2.1
SDEP SFP Core Equity Strategy 7.8 10 30 6.2 +0.7
KRMA Global X Conscious Companies ETF 7.8 43 -3 5.7 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 7.8 9 31 5.2 -0.3
IWR iShares Russell Midcap ETF 7.7 19 21 5.6 +0.1
FDL First Trust Morningstar Dividend Leaders Index Fund 7.7 45 -5 8.8 +3.3
GINN Goldman Sachs Innovate Equity ETF 7.7 52 -12 2.8 -2.7
SPYD SPDR Portfolio S&P 500 High Dividend ETF 7.7 7 33 8.8 +3.3
NULG Nuveen ESG Large-Cap Growth ETF 7.6 26 14 4.2 -1.3
TOK iShares MSCI Kokusai ETF 7.5 26 14 5.1 -0.4
BITQ Bitwise Crypto Industry Innovators ETF 7.4 85 -45 -2.4 -7.9
QGRW WisdomTree U.S. Quality Growth Fund 7.4 28 12 4.8 -0.7
GDEF Goldman Sachs Defensive Equity ETF 7.4 55 -15 4.7 -0.8
DWLD Davis Select Worldwide ETF 7.3 63 -23 7.1 +1.6
VO Vanguard Mid-Cap ETF 7.3 4 36 5.6 +0.1
JVAL JPMorgan U.S. Value Factor ETF 7.3 12 28 7.9 +2.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 7.2 39 1 3.3 -2.2
QLTY GMO U.S. Quality ETF 7.2 50 -10 4.3 -1.2
GGRW Gabelli Growth Innovators ETF 7.1 90 -50 2.5 -3.0
SUSA iShares MSCI USA ESG Select ETF 7.1 25 15 5.1 -0.4
SCHD Schwab US Dividend Equity ETF 7.1 6 34 9.1 +3.6
LRGE ClearBridge Large Cap Growth ESG ETF 7.1 59 -19 3.5 -2.0
VOE Vanguard Mid-Cap Value ETF 7.1 7 33 7.0 +1.5
HLGE Hartford Longevity Economy ETF 7.1 44 -4 6.0 +0.5
NANC Unusual Whales Subversive Democratic Trading ETF 7.1 75 -35 4.0 -1.5
URTH iShares MSCI World ETF 7.0 24 16 5.2 -0.3
IMCB iShares Morningstar Mid-Cap ETF 7.0 4 36 5.9 +0.4
PDP Invesco Dorsey Wright Momentum ETF 7.0 62 -22 3.7 -1.8
JSTC Adasina Social Justice All Cap Global ETF 7.0 89 -49 4.7 -0.8
BUZZ VanEck Social Sentiment ETF 7.0 75 -35 0.2 -5.3
STXG Strive 1000 Growth ETF 6.9 18 22 4.2 -1.3
VXF Vanguard Extended Market ETF 6.9 6 34 3.9 -1.6
JGLO JPMorgan Global Select Equity ETF 6.9 33 7 4.4 -1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.7 12 28 4.7 -0.8
CACG ClearBridge All Cap Growth ESG ETF 6.7 54 -14 3.7 -1.8
FDVV Fidelity High Dividend ETF 6.7 15 25 8.8 +3.4
SCHM Schwab U.S. Mid-Cap ETF 6.7 4 36 6.0 +0.5
FDWM Fidelity Women's Leadership ETF 6.5 59 -19 4.6 -0.9
EMOT First Trust S&P 500 Economic Moat ETF 6.5 60 -20 6.9 +1.4
BUYZ Franklin Disruptive Commerce ETF 6.5 50 -10 2.0 -3.5
FMDE Fidelity Enhanced Mid Cap ETF 6.4 23 17 6.3 +0.8
FLQL Franklin LibertyQ U.S. Equity ETF 6.4 15 25 5.8 +0.3
ROUS Hartford Multifactor US Equity ETF 6.4 19 21 6.7 +1.2
FTC First Trust Large Cap Growth AlphaDEX Fund 6.4 59 -19 2.6 -2.9
BFOR ALPS Barron's 400 ETF 6.4 65 -25 6.3 +0.8
ACWI iShares MSCI ACWI ETF 6.3 32 8 5.3 -0.2
TTAC FCF US Quality ETF 6.3 59 -19 6.3 +0.8
DURA VanEck Durable High Dividend ETF 6.3 29 11 6.8 +1.3
BLOK Amplify Transformational Data Sharing ETF 6.3 75 -35 0.2 -5.3
CAML Congress Large Cap Growth ETF 6.3 66 -26 3.2 -2.3
FOVL iShares Focused Value Factor ETF 6.2 25 15 9.1 +3.6
DEUS Xtrackers Russell US Multifactor ETF 6.2 17 23 6.9 +1.4
SPGM SPDR Portfolio MSCI Global Stock Market ETF 6.2 9 31 5.5 0.0
TECB iShares U.S. Tech Breakthrough Multisector ETF 6.2 40 0 4.0 -1.5
KLMT Invesco MSCI Global Climate 500 ETF 6.1 10 30 5.4 -0.1
DGT SPDR Global Dow ETF 6.1 50 -10 6.5 +1.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 6.1 20 20 5.2 -0.3
DIVZ TrueShares Low Volatility Equity Income ETF 6.1 65 -25 7.3 +1.8
SSPY Syntax Stratified LargeCap ETF 6.1 30 10 6.3 +0.9
JEPI JPMorgan Equity Premium Income ETF 6.1 35 5 5.0 -0.5
SPGP Invesco S&P 500 GARP ETF 6.1 34 6 8.1 +2.6
SPMO Invesco S&P 500 Momentum ETF 6.1 13 27 3.8 -1.7
ONEO SPDR Russell 1000 Momentum Focus ETF 6.1 20 20 6.9 +1.4
VT Vanguard Total World Stock ETF 6.0 7 33 5.6 +0.1
AFLG First Trust Active Factor Large Cap ETF 6.0 55 -15 5.9 +0.4
SFYX SoFi Next 500 ETF 5.9 0 40 4.9 -0.6
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.9 56 -16 6.0 +0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 5.9 7 33 5.5 +0.0
JMOM JPMorgan U.S. Momentum Factor ETF 5.9 12 28 4.6 -0.9
MGK Vanguard Mega Cap Growth ETF 5.9 7 33 4.3 -1.2
QWLD SPDR MSCI World StrategicFactors ETF 5.9 30 10 5.7 +0.3
ILCG iShares Morningstar Growth ETF 5.9 4 36 4.0 -1.5
DVY iShares Select Dividend ETF 5.8 38 2 8.2 +2.7
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.6 +3.1
VB Vanguard Small-Cap ETF 5.8 5 35 5.1 -0.4
CGGR Capital Group Growth ETF 5.8 39 1 3.3 -2.2
DTEC ALPS Disruptive Technologies ETF 5.8 50 -10 3.1 -2.4
EQAL Invesco Russell 1000 Equal Weight ETF 5.7 20 20 6.3 +0.8
LCLG Logan Capital Broad Innovative Growth ETF 5.7 99 -59 4.7 -0.8
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 20 7.5 +2.0
VUG Vanguard Growth ETF 5.6 4 36 4.2 -1.3
HAPY Harbor Human Capital Factor Unconstrained ETF 5.6 50 -10 4.6 -0.9
IBLC iShares Blockchain and Tech ETF 5.6 47 -7 -1.0 -6.5
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 5.6 39 1 4.1 -1.4
FPAG FPA Global Equity ETF 5.5 49 -9 5.5 +0.0
SNPG Xtrackers S&P 500 Growth ESG ETF 5.5 15 25 4.7 -0.8
HKND Humankind US Stock ETF 5.5 11 29 6.9 +1.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.4 39 1 8.8 +3.3
DON WisdomTree U.S. MidCap Dividend Fund 5.4 38 2 8.0 +2.5
VBR Vanguard Small Cap Value ETF 5.4 7 33 7.7 +2.2
FCPI Fidelity Stocks for Inflation ETF 5.4 15 25 8.4 +2.9
KRE SPDR S&P Regional Banking ETF 5.4 35 5 9.0 +3.6
SHRY First Trust Bloomberg Shareholder Yield ETF 5.4 60 -20 6.8 +1.3
GLOF iShares Global Equity Factor ETF 5.3 20 20 7.0 +1.6
FLRG Fidelity U.S. Multifactor ETF 5.3 15 25 7.4 +1.9
IUS Invesco RAFI Strategic US ETF 5.3 19 21 6.9 +1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.3 60 -20 8.5 +3.0
JGRO JPMorgan Active Growth ETF 5.3 44 -4 3.5 -2.0
VONG Vanguard Russell 1000 Growth ETF 5.2 8 32 4.6 -0.9
IWF iShares Russell 1000 Growth ETF 5.2 19 21 4.5 -1.0
WLDR Affinity World Leaders Equity ETF 5.2 67 -27 8.3 +2.8
ISCB iShares Morningstar Small-Cap ETF 5.2 4 36 4.9 -0.6
IMCG iShares Morningstar Mid-Cap Growth ETF 5.2 6 34 4.1 -1.4
SCHG Schwab U.S. Large-Cap Growth ETF 5.1 4 36 4.4 -1.1
VFQY Vanguard U.S. Quality Factor ETF 5.1 13 27 7.3 +1.8
MOTG VanEck Morningstar Global Wide Moat ETF 5.1 52 -12 5.4 -0.1
BGIG Bahl & Gaynor Income Growth ETF 5.1 45 -5 4.9 -0.6
IOO iShares Global 100 ETF 5.1 41 -1 4.8 -0.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 5.1 25 15 5.6 +0.1
IWY iShares Russell Top 200 Growth ETF 5.0 20 20 4.6 -0.9
FNX First Trust Mid Cap Core AlphaDEX Fund 5.0 60 -20 6.9 +1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 5.0 52 -12 9.0 +3.6
FDG American Century Focused Dynamic Growth ETF 5.0 45 -5 2.8 -2.7
LSAF LeaderShares AlphaFactor US Core Equity ETF 5.0 75 -35 6.9 +1.4
ONEY SPDR Russell 1000 Yield Focus ETF 5.0 20 20 9.4 +3.9
TDV ProShares S&P Technology Dividend Aristocrats ETF 4.9 45 -5 5.4 -0.1
NTZG Nuveen Global Net Zero Transition ETF 4.8 56 -16 4.7 -0.8
ISCV iShares Morningstar Small Cap Value ETF 4.8 6 34 7.4 +1.9
EQRR ProShares Equities for Rising Rates ETF 4.8 35 5 8.3 +2.9
USMV iShares MSCI USA Min Vol Factor ETF 4.8 15 25 5.6 +0.1
AOTG AOT Growth and Innovation ETF 4.8 75 -35 3.3 -2.2
IETC iShares U.S. Tech Independence Focused ETF 4.7 18 22 4.5 -1.0
JHDV John Hancock U.S. High Dividend ETF 4.7 34 6 6.2 +0.7
CGDG Capital Group Dividend Growers ETF 4.7 47 -7 6.6 +1.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.7 15 25 6.8 +1.3
IJH iShares Core S&P Mid-Cap ETF 4.7 5 35 6.5 +1.0
MDY SPDR S&P Midcap 400 ETF Trust 4.7 23 17 6.3 +0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4.7 3 37 6.5 +1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 4.7 10 30 6.5 +1.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 4.7 64 -24 2.0 -3.5
EGUS iShares ESG Aware MSCI USA Growth ETF 4.7 18 22 4.4 -1.1
BCDF Horizon Kinetics Blockchain Development ETF 4.6 85 -45 4.6 -0.9
STCE Schwab Crypto Thematic ETF 4.6 30 10 -1.0 -6.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.6 18 22 5.6 +0.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.6 55 -15 4.1 -1.4
EZM WisdomTree U.S. MidCap Fund 4.5 38 2 7.6 +2.1
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.5 18 22 7.2 +1.7
SMMD iShares Russell 2500 ETF 4.5 15 25 5.8 +0.3
BIOPX Baron Opportunity Retail 4.5 75 -35 1.2 -4.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.5 4 36 5.7 +0.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.4 75 -35 4.2 -1.3
CVY Invesco Zacks Multi-Asset Income ETF 4.4 106 -66 11.2 +5.7
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 4.4 12 28 5.3 -0.2
SFYF SoFi Social 50 ETF 4.4 29 11 -2.7 -8.2
IJJ iShares S&P Mid-Cap 400 Value ETF 4.4 18 22 7.3 +1.8
MDYV SPDR S&P 400 Mid Cap Value ETF 4.4 15 25 7.3 +1.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 4.4 15 25 7.3 +1.8
FDLO Fidelity Low Volatility Factor ETF 4.3 15 25 5.2 -0.3
MBOX Freedom Day Dividend ETF 4.3 39 1 7.3 +1.8
XJH iShares ESG Screened S&P Mid-Cap ETF 4.3 12 28 6.5 +1.0
USMF WisdomTree U.S. Multifactor Fund 4.3 28 12 7.4 +1.9
NUMV Nuveen ESG Mid-Cap Value ETF 4.3 31 9 6.7 +1.2
IWP iShares Russell Mid-Cap Growth ETF 4.3 23 17 3.3 -2.2
VOOG Vanguard S&P 500 Growth ETF 4.2 10 30 4.6 -0.9
RWK Invesco S&P MidCap 400 Revenue ETF 4.2 39 1 8.4 +2.9
IVW iShares S&P 500 Growth ETF 4.2 18 22 4.5 -1.0
SPYG SPDR Portfolio S&P 500 Growth ETF 4.2 4 36 4.7 -0.8
GDIV Harbor Dividend Growth Leaders ETF 4.2 50 -10 5.5 +0.1
DFAS Dimensional U.S. Small Cap ETF 4.2 26 14 5.7 +0.2
FVD First Trust Value Line Dividend Index Fund 4.2 65 -25 5.9 +0.4
SMDY Syntax Stratified MidCap ETF 4.2 35 5 5.7 +0.2
ETHO Etho Climate Leadership U.S. ETF 4.1 47 -7 3.4 -2.1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.1 60 -20 9.3 +3.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 4.1 49 -9 9.5 +4.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 4.1 24 16 7.1 +1.6
IUSG iShares Core S&P U.S. Growth ETF 4.1 4 36 4.7 -0.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 4.1 17 23 5.0 -0.5
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 27 2.2 -3.3
XDAT Franklin Exponential Data ETF 4.0 50 -10 2.9 -2.6
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.0 29 11 6.9 +1.5
VOT Vanguard Mid-Cap Growth ETF 4.0 7 33 3.9 -1.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.0 52 -12 5.2 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.0 58 -18 5.1 -0.4
LYLD Cambria Large Cap Shareholder Yield ETF 4.0 59 -19 9.3 +3.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.9 24 16 7.4 +1.9
SPMV Invesco S&P 500 Minimum Variance ETF 3.9 10 30 5.3 -0.2
FNK First Trust Mid Cap Value AlphaDEX Fund 3.9 70 -30 10.2 +4.7
PSP Invesco Global Listed Private Equity ETF 3.9 106 -66 7.5 +2.0
DFAT Dimensional U.S. Targeted Value ETF 3.9 28 12 8.2 +2.7
SMOT VanEck Morningstar SMID Moat ETF 3.9 49 -9 6.0 +0.5
FELG Fidelity Enhanced Large Cap Growth ETF 3.8 18 22 4.6 -0.9
QDF FlexShares Quality Dividend Index Fund 3.8 37 3 4.2 -1.3
DIVS SmartETFs Dividend Builder ETF 3.8 65 -25 4.8 -0.7
RUNN Running Oak Efficient Growth ETF 3.8 58 -18 4.8 -0.7
GBUY Goldman Sachs Future Consumer Equity ETF 3.8 75 -35 3.4 -2.1
HDV iShares Core High Dividend ETF 3.7 8 32 7.9 +2.4
QLV FlexShares US Quality Low Volatility Index Fund 3.6 22 18 3.8 -1.7
TMFG Motley Fool Global Opportunities ETF 3.6 85 -45 3.2 -2.3
SATO Invesco Alerian Galaxy Crypto Economy ETF 3.6 61 -21 -2.6 -8.1
KONG Formidable Fortress ETF 3.6 89 -49 5.5 +0.0
FDIG Fidelity Crypto Industry and Digital Payments ETF 3.6 39 1 -2.0 -7.5
FNDA Schwab Fundamental US Small Co. Index ETF 3.5 25 15 6.2 +0.7
HOMZ Hoya Capital Housing ETF 3.5 30 10 6.6 +1.1
SMLF iShares U.S. SmallCap Equity Factor ETF 3.5 15 25 5.1 -0.4
VSDA VictoryShares Dividend Accelerator ETF 3.5 35 5 6.6 +1.2
CWS AdvisorShares Focused Equity ETF 3.5 84 -44 4.5 -1.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 3.4 20 20 7.6 +2.1
BOUT Innovator IBD Breakout Opportunities ETF 3.4 81 -41 4.9 -0.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.4 15 25 6.9 +1.4
PTL Inspire 500 ETF 3.3 9 31 5.6 +0.1
GURU Global X Guru Index ETF 3.3 75 -35 1.8 -3.7
QDEF FlexShares Quality Dividend Defensive Index Fund 3.3 37 3 4.0 -1.5
CGDV Capital Group Dividend Value ETF 3.3 33 7 5.5 0.0
ROE Astoria US Quality Kings ETF 3.3 49 -9 7.6 +2.1
FSMD Fidelity Small-Mid Multifactor ETF 3.2 15 25 7.0 +1.5
MVAL VanEck Morningstar Wide Moat Value ETF 3.2 49 -9 6.8 +1.3
SPDV AAM S&P 500 High Dividend Value ETF 3.2 29 11 9.9 +4.4
RAYD Rayliant Quantitative Developed Market Equity ETF 3.1 80 -40 3.9 -1.6
BTHM BlackRock Future U.S. Themes ETF 3.1 60 -20 4.2 -1.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.0 52 -12 5.7 +0.2
BARAX Baron Asset Retail 3.0 75 -35 3.5 -2.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 3.0 30 10 7.9 +2.4
CVAR Cultivar ETF 3.0 87 -47 6.6 +1.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.0 60 -20 6.3 +0.8
SCHA Schwab U.S. Small-Cap ETF 2.9 4 36 4.3 -1.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.9 50 -10 7.5 +2.0
SPHB Invesco S&P 500 High Beta ETF 2.9 25 15 2.7 -2.8
JHSC John Hancock Multifactor Small Cap ETF 2.9 42 -2 6.7 +1.2
BPTRX Baron Partners Retail 2.9 75 -35 3.8 -1.7
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.9 27 13 7.0 +1.5
FBCG Fidelity Blue Chip Growth ETF 2.9 59 -19 2.9 -2.6
VAMO Cambria Value & Momentum ETF 2.8 61 -21 9.2 +3.7
DFSV Dimensional US Small Cap Value ETF 2.8 31 9 8.7 +3.3
JRNY ALPS Global Travel Beneficiaries ETF 2.8 65 -25 -1.3 -6.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.8 79 -39 5.4 -0.1
WTV WisdomTree US Value Fund of Benef Interest 2.8 12 28 9.1 +3.6
DSTL Distillate US Fundamental Stability & Value ETF 2.8 39 1 7.3 +1.8
DIVY Sound Equity Dividend Income ETF 2.7 45 -5 10.1 +4.6
PKW Invesco Buyback Achievers ETF 2.6 62 -22 6.8 +1.3
ISMD Inspire Small/Mid Cap ETF 2.6 54 -14 5.3 -0.2
WBIY WBI Power Factor High Dividend ETF 2.6 100 -60 10.3 +4.8
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 2.6 61 -21 6.2 +0.7
MOAT VanEck Morningstar Wide Moat ETF 2.5 46 -6 5.7 +0.3
TMDV ProShares Russell US Dividend Growers ETF 2.4 35 5 5.8 +0.4
PRAY FIS Christian Stock Fund 2.4 69 -29 5.8 +0.3
ITAN Sparkline Intangible Value ETF 2.4 50 -10 6.1 +0.6
ACWV iShares MSCI Global Min Vol Factor ETF 2.4 20 20 6.0 +0.5
TPHD Timothy Plan High Dividend Stock ETF 2.4 52 -12 6.1 +0.6
TPHE Timothy Plan High Dividend Stock Enhanced ETF 2.4 54 -14 6.1 +0.6
SURE AdvisorShares Insiders Advantage ETF 2.3 90 -50 10.0 +4.5
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -25 4.6 -0.9
GK AdvisorShares Gerber Kawasaki ETF 2.3 75 -35 3.3 -2.2
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.3 35 5 5.6 +0.2
IJK iShares S&P Mid-Cap 400 Growth ETF 2.3 17 23 5.8 +0.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 2.3 15 25 5.8 +0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.3 15 25 5.8 +0.3
TIME Clockwise Core Equity & Innovation ETF 2.3 95 -55 2.3 -3.2
ARKF ARK Fintech Innovation ETF 2.2 75 -35 -0.5 -6.0
TXS Texas Capital Texas Equity Index ETF 2.2 49 -9 5.1 -0.4
DEMZ Democratic Large Cap Core ETF 2.2 45 -5 4.1 -1.4
BFTHX Baron Fifth Avenue Growth Retail 2.2 75 -35 1.9 -3.6
ANEW ProShares MSCI Transformational Changes ETF 2.2 45 -5 3.6 -1.9
SDOG ALPS Sector Dividend Dogs ETF 2.2 36 4 8.9 +3.4
BWEB Bitwise Web3 ETF 2.2 85 -45 1.1 -4.4
VFMV Vanguard U.S. Minimum Volatility ETF 2.1 13 27 5.0 -0.5
YALL God Bless America ETF 2.1 65 -25 2.8 -2.7
AGQI First Trust Active Global Quality Income ETF 2.1 85 -45 5.6 +0.1
XMVM Invesco S&P MidCap Value with Momentum ETF 2.1 39 1 10.4 +4.9
KOMP SPDR S&P Kensho New Economies Composite ETF 2.1 20 20 1.1 -4.4
BLES Inspire Global Hope ETF 2.1 61 -21 6.3 +0.8
MDLV Morgan Dempsey Large Cap Value ETF 2.1 58 -18 7.8 +2.3
RNMC First Trust Mid Cap US Equity Select ETF 2.0 60 -20 6.3 +0.8
FSCS First Trust SMID Capital Strength ETF 2.0 60 -20 6.4 +0.9
SDY SPDR S&P Dividend ETF 2.0 35 5 5.8 +0.3
FFND Future Fund Active ETF 2.0 100 -60 -0.7 -6.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.0 15 25 5.8 +0.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -20 6.7 +1.2
KBWR Invesco KBW Regional Banking ETF 2.0 35 5 8.6 +3.1
CGGO Capital Group Global Growth Equity ETF 1.9 47 -7 4.5 -1.0
CZA Invesco Zacks Mid-Cap ETF 1.9 72 -32 6.2 +0.8
NUSC Nuveen ESG Small-Cap ETF 1.8 31 9 5.1 -0.4
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -25 7.0 +1.5
DIHP Dimensional International High Profitability ETF 1.8 29 11 7.2 +1.7
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 19 3.9 -1.6
BKSE BNY Mellon US Small Cap Core Equity ETF 1.7 4 36 4.9 -0.6
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.7 85 -45 4.6 -0.9
TRFM AAM Transformers ETF 1.7 49 -9 1.3 -4.2
VALQ American Century U.S. Quality Value ETF 1.7 29 11 7.2 +1.7
WCEO Hypatia Women CEO ETF 1.6 85 -45 4.5 -1.0
SYLD Cambria Shareholder Yield ETF 1.6 59 -19 11.2 +5.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 1.6 15 25 6.4 +0.9
TMFX Motley Fool Next Index ETF 1.6 50 -10 2.9 -2.6
BFGFX Baron Focused Growth Retail 1.6 75 -35 3.3 -2.2
AVUV Avantis U.S. Small Cap Value ETF 1.6 25 15 9.2 +3.7
XT iShares Exponential Technologies ETF 1.6 46 -6 4.6 -0.9
XMLV Invesco S&P MidCap Low Volatility ETF 1.6 25 15 6.8 +1.3
RPG Invesco S&P 500 Pure Growth ETF 1.5 35 5 3.4 -2.1
BIBL Inspire 100 ETF 1.5 35 5 5.0 -0.5
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.5 80 -40 6.1 +0.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 1.5 35 5 6.4 +0.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.5 42 -2 6.3 +0.8
TPSC Timothy Plan US Small Cap Core ETF 1.5 52 -12 6.8 +1.3
DFAX Dimensional World ex U.S. Core Equity 2 ETF 1.5 30 10 7.8 +2.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 34 2.4 -3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 1.4 15 25 6.6 +1.2
CRPT First Trust SkyBridge Crypto Industry & Digital Economy ETF 1.4 85 -45 -4.7 -10.2
IPDP Dividend Performers ETF 1.4 122 -82 5.1 -0.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.4 25 15 7.4 +1.9
STXK Strive Small-Cap ETF 1.3 18 22 4.8 -0.7
MOHR Collaborative Investment Series Trust - Mohr Growth ETF 1.3 106 -66 3.4 -2.1
QGRO American Century U.S. Quality Growth ETF 1.3 29 11 4.7 -0.8
GVLU Gotham 1000 Value ETF 1.3 50 -10 7.1 +1.6
VBK Vanguard Small-Cap Growth ETF 1.2 7 33 1.4 -4.1
IEDI iShares U.S. Consumer Focused ETF 1.2 18 22 5.1 -0.4
SRHQ SRH U.S. Quality ETF 1.2 35 5 7.5 +2.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.2 35 5 8.1 +2.6
FTDS First Trust Dividend Strength ETF 1.2 70 -30 8.1 +2.6
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.1 48 -8 4.9 -0.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.1 70 -30 2.8 -2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -40 4.4 -1.1
SQEW LeaderShares Equity Skew ETF 1.0 81 -41 3.9 -1.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 1 4.2 -1.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 1.0 15 25 9.5 +4.0
PSET Principal Quality ETF 1.0 15 25 5.2 -0.3
FPX First Trust US Equity Opportunities ETF 1.0 61 -21 2.0 -3.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 0.9 75 -35 3.4 -2.1
SCAP InfraCap Small Cap Income ETF 0.9 135 -95 8.7 +3.2
ARKK ARK Innovation ETF 0.9 75 -35 -3.5 -9.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.9 20 20 4.6 -0.9
RSSL Global X Russell 2000 ETF 0.9 8 32 2.7 -2.8
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.9 39 1 6.0 +0.6
IWM iShares Russell 2000 ETF 0.9 19 21 2.9 -2.6
VTWO Vanguard Russell 2000 ETF 0.9 10 30 3.0 -2.5
ARB AltShares Merger Arbitrage ETF 0.8 77 -37 4.4 -1.1
POWA Invesco Bloomberg Pricing Power ETF 0.8 40 0 5.4 -0.1
IWN iShares Russell 2000 Value ETF 0.8 24 16 4.9 -0.6
VTWV Vanguard Russell 2000 Value ETF 0.8 15 25 5.0 -0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.8 40 0 6.3 +0.8
NUMG Nuveen ESG Mid-Cap Growth ETF 0.8 31 9 3.6 -1.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 0.8 15 25 4.3 -1.2
ARKW ARK Next Generation Internet ETF 0.8 87 -47 -0.8 -6.3
BKCH Global X Blockchain ETF 0.8 50 -10 -3.9 -9.4
GFOF Grayscale Future of Finance ETF 0.8 70 -30 0.4 -5.1
MVPS Amplify Thematic All-Stars ETF 0.8 49 -9 2.8 -2.7
FINX Global X FinTech ETF 0.8 68 -28 3.1 -2.4
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 0.7 75 -35 6.0 +0.5
FDIV MarketDesk Focused U.S. Dividend ETF 0.7 35 5 4.8 -0.7
AMID Argent Mid Cap ETF Argent Mid Cap ETF 0.7 52 -12 6.5 +1.0
SVAL iShares US Small Cap Value Factor ETF 0.7 20 20 10.2 +4.7
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.7 35 5 6.2 +0.8
MGRO VanEck Morningstar Wide Moat Growth ETF 0.7 49 -9 4.3 -1.2
QABA First Trust NASDAQ ABA Community Bank Index Fund 0.6 60 -20 7.9 +2.4
CSML IndexIQ ETF Trust IQ U.S. Small Cap ETF 0.6 35 5 4.7 -0.8
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 6.7 +1.2
DAPP VanEck Digital Transformation ETF 0.5 50 -10 -4.0 -9.5
PNQI Invesco NASDAQ Internet ETF 0.5 60 -20 2.4 -3.1
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 0.5 65 -25 1.8 -3.7
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 5.7 +0.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.5 60 -20 5.8 +0.3
FESM Fidelity Enhanced Small Cap ETF 0.5 28 12 1.8 -3.7
KBWD Invesco KBW High Dividend Yield Financial ETF 0.5 384 -344 8.9 +3.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.5 20 20 4.2 -1.3
XMHQ Invesco S&P MidCap Quality ETF 0.4 25 15 6.6 +1.1
METV Roundhill Ball Metaverse ETF 0.4 59 -19 3.4 -2.1
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.4 12 28 7.5 +2.0
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 6.4 +0.9
XMMO Invesco S&P MidCap Momentum ETF 0.4 34 6 5.5 0.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -55 1.6 -3.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.4 35 5 9.2 +3.7
WDIV SPDR S&P Global Dividend ETF 0.4 40 0 9.4 +3.9
PSC Principal U.S. Small-Cap ETF 0.4 38 2 6.0 +0.5
ZIG Acquirers Fund 0.3 84 -44 14.1 +8.6
SMCP AlphaMark Actively Managed Small Cap ETF 0.3 90 -50 4.2 -1.3
SSLY Syntax Stratified SmallCap ETF 0.3 40 0 7.1 +1.7
PSCF Invesco S&P SmallCap Financials ETF 0.3 29 11 8.7 +3.2
IJR iShares Core S&P Small Cap ETF 0.3 6 34 7.3 +1.8
IJS iShares S&P Small-Cap 600 Value ETF 0.3 18 22 8.2 +2.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.3 15 25 8.2 +2.8
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 37 7.3 +1.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 10 30 7.3 +1.8
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.3 15 25 8.3 +2.8
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.3 39 1 8.3 +2.8
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.3 35 5 5.6 +0.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 7.0 +1.5
NBDS Neuberger Berman Disrupters ETF 0.3 55 -15 1.5 -4.0
OSCV Opus Small Cap Value ETF 0.2 79 -39 5.9 +0.4
MILN Global X Millennial Consumer ETF 0.2 50 -10 2.8 -2.7
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 6.4 +0.9
AIRR First Trust RBA American Industrial Renaissance ETF 0.2 70 -30 5.0 -0.5
FLQS Franklin U.S. Small Cap Multifactor Index ETF 0.2 35 5 6.8 +1.3
IPO Renaissance IPO ETF 0.2 60 -20 -4.3 -9.8
LOUP Innovator Deepwater Frontier Tech ETF 0.2 70 -30 1.0 -4.5
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.2 35 5 9.5 +4.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.2 56 -16 13.3 +7.8
DSMC Distillate Small/Mid Cash Flow ETF 0.2 55 -15 11.7 +6.2
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.2 38 2 5.3 -0.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 61 -21 5.6 +0.1
TMFM Motley Fool Mid-Cap Growth ETF 0.2 85 -45 3.3 -2.2
CSMD Congress SMid Growth ETF 0.2 69 -29 4.1 -1.4
JFWD Jacob Forward ETF 0.2 75 -35 0.0 -5.5
MDCP VictoryShares THB Mid Cap ESG ETF 0.2 55 -15 5.5 +0.0
BSCFX Baron Small Cap Retail 0.2 75 -35 3.5 -2.0
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 10 6.9 +1.4
MGMT Ballast Small/Mid Cap ETF 0.1 110 -70 7.6 +2.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.1 60 -20 1.6 -3.9
GLRY Inspire Faithward Mid Cap Momentum ETF 0.1 80 -40 7.9 +2.4
XITK SPDR FactSet Innovative Technology ETF 0.1 45 -5 2.6 -2.9
COWS Amplify Cash Flow Dividend Leaders ETF 0.1 0 40 11.3 +5.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 31 3.5 -2.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.1 60 -20 7.0 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 25 7.5 +2.1
XSHQ Invesco S&P SmallCap Quality ETF 0.1 29 11 8.7 +3.2
XSLV Invesco S&P SmallCap Low Volatility ETF 0.1 25 15 6.8 +1.3
XSMO Invesco S&P SmallCap Momentum ETF 0.1 39 1 7.3 +1.8
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.1 36 4 11.5 +6.0
IJT iShares S&P Small-Cap 600 Growth ETF 0.1 18 22 6.3 +0.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 28 7.1 +1.6
ESIX SPDR S&P SmallCap 600 ESG ETF 0.1 12 28 7.5 +2.0
SLYG SPDR S&P 600 Small Cap Growth ETF 0.1 15 25 6.3 +0.8
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.1 15 25 6.3 +0.8
CGV Conductor Global Equity Value ETF 0.1 130 -90 10.8 +5.3
SMDV ProShares Russell 2000 Dividend Growers ETF 0.1 40 0 6.6 +1.1
QINT American Century Quality Diversified International ETF 0.1 39 1 7.4 +1.9
FPXE First Trust IPOX Europe Equity Opportunities ETF 0.1 70 -30 3.5 -2.0
VIDI Vident International Equity Strategy ETF 0.1 61 -21 10.3 +4.8
TEQI T. Rowe Price Equity Income ETF 0.1 54 -14 3.9 -1.6
IWO iShares Russell 2000 Growth ETF 0.1 24 16 0.6 -4.9
VTWG Vanguard Russell 2000 Growth ETF 0.1 15 25 0.7 -4.8
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 9.2 +3.7
DIV Global X SuperDividend US ETF 0.1 45 -5 7.7 +2.2
PTEC Global X PropTech ETF 0.1 50 -10 1.6 -3.9
DEEP Roundhill Acquirers Deep Value ETF 0.1 80 -40 14.7 +9.2
TDVG T. Rowe Price Dividend Growth ETF 0.1 50 -10 4.6 -0.9
TGRW T. Rowe Price Growth Stock ETF 0.1 52 -12 3.8 -1.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 0.3 -5.2
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 4.8 -0.7
SAGP Strategas Global Policy Opportunities ETF 0.1 65 -25 5.2 -0.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.1 60 -20 7.4 +1.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 10.0 +4.5
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.4 -2.1
ROSC Hartford Multifactor Small Cap ETF 0.0 34 6 8.8 +3.3

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 11.5 %
Divided by: Fwd. P/BV 2.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.5 %
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.