iShares US Financial Services ETF
ALTAR
Score™		 8.8% info Recommen-
dation		 OVERWEIGHT
2022E    2023E
P/E
ratio		 11.9x P/Sales
ratio		 3.2x
P/BV
ratio		 1.5x Div.
yield		 2.5%


  • 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) $1,370
Currency USD
Expense ratio 42 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) $188,214
Large cap (>$10bn) 93.8%
Mid cap ($2-10bn) 5.9%
Small cap (<$2bn) 0.3%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
JPMORGAN CHASE & CO 10.4 %
VISA INC-CLASS A SHARES 9.8 %
MASTERCARD INC-CLASS A 8.3 %
BANK OF AMERICA CORP 7.0 %
WELLS FARGO & CO 4.6 %
S&P GLOBAL, INC. 3.5 %
MORGAN STANLEY 3.2 %
GOLDMAN SACHS GROUP INC 2.9 %
CITIGROUP INC 2.9 %
SCHWAB (CHARLES) CORP 2.8 %
Total 55.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.4 %
PUERTO RICO 0.2 %
BERMUDA 0.1 %
BRITAIN 0.1 %







HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
-22.5% -18.6% 7.3% 12.7% 4.6%

Market Correlations
versus... Beta R-squared
S&P500 1.20 77%
MSCI EAFE 1.25 84%
MSCI Emg. Mkts. 1.03 61%

Technical Indicators
Recent close $148.22
30d moving avg. $157.25
Annualized volatility 25.4%
Short interest (ETF) 0.4%
Short interest (Underlying) 1.5%
Relative strength (RSI) 47

Liquidity measures
Avg. volume (thou.) 180
Turnover 2.0%
Bid/Ask (% of price) 0.04%
ADV underlying (mns) $23,201

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: 42 bp ALTAR Score™: 8.8%


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
(%)
IYF iShares U.S. Financials ETF 65.6 42 0 8.9 +0.0
XLF Financial Select Sector SPDR Fund 65.5 10 32 9.1 +0.2
FNCL Fidelity MSCI Financials Index ETF 63.8 8 34 9.5 +0.7
VFH Vanguard Financials Index Fund 63.5 10 32 9.5 +0.7
JHMF John Hancock Multifactor Financials ETF 55.3 40 2 9.2 +0.3
IEFN iShares Evolved U.S. Financials ETF 55.2 18 24 9.7 +0.8
RYF Invesco S&P 500 Equal Weight Financials ETF 39.2 40 2 9.3 +0.5
KBWB Invesco KBW Bank ETF 38.9 35 7 11.5 +2.7
IXG iShares Global Financials ETF 33.4 43 -1 10.3 +1.5
SPHQ Invesco S&P 500 Quality ETF 33.0 15 27 7.6 -1.3
FTXO First Trust Nasdaq Bank ETF 32.1 60 -18 11.3 +2.5
GFGF Guru Favorite Stocks ETF 27.8 65 -23 7.0 -1.9
DFNL Davis Select Financial ETF 27.2 64 -22 8.9 +0.1
KCE SPDR S&P Capital Markets ETF 25.0 35 7 11.5 +2.7
FXO First Trust Financials AlphaDEX Fund 23.5 62 -20 11.4 +2.6
KBE SPDR S&P Bank ETF 21.3 35 7 11.3 +2.4
RDVY First Trust Rising Dividend Achievers ETF 20.6 50 -8 10.1 +1.2
SPVU Invesco S&P 500 Enhanced Value ETF 20.4 13 29 11.2 +2.4
SDEP SFP Core Equity Strategy 18.0 0 42 7.2 -1.6
NUDV Nuveen ESG Dividend ETF 17.3 25 17 7.9 -1.0
VBB Valkyrie Balance Sheet Opportunities ETF 17.3 75 -33 -2.4 -11.2
QDIV Global X S&P 500 Quality Dividend ETF 17.2 20 22 8.9 +0.1
IYJ iShares U.S. Industrials ETF 16.9 42 0 6.6 -2.2
DGRO iShares Core Dividend Growth ETF 16.1 8 34 7.8 -1.1
EQRR ProShares Equities for Rising Rates ETF 16.1 35 7 8.1 -0.8
IPAY ETFMG Prime Mobile Payments ETF 16.0 75 -33 8.3 -0.5
IAT iShares U.S. Regional Banks ETF 15.9 41 1 10.1 +1.3
SPVM Invesco S&P 500 Value with Momentum ETF 15.8 39 3 9.6 +0.8
IAI iShares U.S. Broker-Dealers ETF 15.7 41 1 10.0 +1.2
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 15.7 55 -13 6.4 -2.4
VIG Vanguard Dividend Appreciation Index Fund 15.3 6 36 6.7 -2.1
VEGN US Vegan Climate ETF 15.2 60 -18 6.1 -2.8
RAFE PIMCO RAFI ESG U.S. ETF 15.1 30 12 8.8 -0.0
DIVB iShares U.S. Dividend & Buyback ETF 15.0 25 17 8.0 -0.9
EQOP Natixis U.S. Equity Opportunities ETF 14.9 90 -48 6.8 -2.1
VYM Vanguard High Dividend Yield Index ETF 14.5 6 36 8.2 -0.6
DUSA Davis Select U.S. Equity ETF 14.5 62 -20 9.2 +0.4
FDL First Trust Morningstar Dividend Leaders Index Fund 14.5 45 -3 9.3 +0.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 14.3 60 -18 8.1 -0.8
FUNL CornerCap Fundametrics Large-Cap ETF 14.2 50 -8 8.7 -0.1
JAVA JPMorgan Active Value ETF 14.2 44 -2 7.1 -1.7
QUAL iShares MSCI Usa Quality Factor ETF 14.2 15 27 6.7 -2.1
EQUL IQ Engender Equality ETF 14.1 45 -3 8.0 -0.8
IWX iShares Russell Top 200 Value ETF 14.0 20 22 7.6 -1.3
DFUV Dimensional US Marketwide Value ETF 13.5 0 42 0.0 -8.8
MGV Vanguard Mega Cap Value ETF 13.4 7 35 7.9 -1.0
EQWL Invesco Russell Top 200 Equal Weight ETF 13.4 25 17 7.6 -1.3
REVS Columbia Research Enhanced Value ETF 13.4 19 23 8.9 +0.1
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 13.3 49 -7 6.9 -1.9
FDG American Century Focused Dynamic Growth ETF 13.3 45 -3 3.3 -5.5
PFI Invesco DWA Financial Momentum ETF 13.2 60 -18 6.0 -2.8
FDVV Fidelity Core Dividend ETF 13.0 29 13 7.9 -0.9
PWV Invesco Dynamic Large Cap Value ETF 13.0 58 -16 8.1 -0.7
PFM Invesco Dividend Achievers ETF 13.0 53 -11 6.6 -2.3
KRE SPDR S&P Regional Banking ETF 13.0 35 7 9.9 +1.1
TPAY Tortoise Digital Payments Infrastructure Fund 12.9 40 2 14.2 +5.4
VTV Vanguard Value Index Fund 12.8 4 38 7.9 -0.9
LCG Sterling Capital Focus Equity ETF 12.8 59 -17 5.5 -3.4
AVLV Avantis U.S. Large Cap Value ETF 12.8 15 27 9.4 +0.6
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 12.7 12 30 6.8 -2.0
DJIA Global X Dow 30 Covered Call ETF 12.5 60 -18 6.5 -2.3
IWD iShares Russell 1000 Value ETF 12.5 19 23 7.6 -1.3
VONV Vanguard Russell 1000 Value Index Fund 12.5 8 34 7.7 -1.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 12.5 29 13 9.0 +0.1
EPS WisdomTree U.S. Earnings 500 Fund 12.4 8 34 8.0 -0.8
DIA SPDR Dow Jones Industrial Average ETF Trust 12.4 16 26 7.1 -1.8
ECOZ TrueMark ESG Active Opportunities ETF 12.4 58 -16 5.3 -3.5
EDOW First Trust Dow 30 Equal Weight ETF 12.3 50 -8 7.5 -1.4
FTA First Trust Large Cap Value AlphaDEX Fund 12.3 60 -18 10.8 +2.0
USXF iShares ESG Advanced MSCI USA ETF 12.2 10 32 6.3 -2.5
USVT US Value ETF 12.1 49 -7 12.5 +3.7
YLDE ClearBridge Dividend Strategy ESG ETF 12.0 60 -18 6.3 -2.6
WOMN Impact Shares YWCA Women's Empowerment ETF 12.0 75 -33 6.5 -2.3
VLU SPDR S&P 1500 Value Tilt ETF 11.9 12 30 8.6 -0.3
SHE SPDR SSGA Gender Diversity Index ETF 11.9 20 22 6.2 -2.6
WTV WisdomTree US Value Fund 11.9 12 30 9.9 +1.1
DTD WisdomTree U.S.Total Dividend Fund 11.8 28 14 7.5 -1.3
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 11.8 17 25 6.7 -2.2
LEAD Siren DIVCON Leaders Dividend ETF 11.6 43 -1 8.5 -0.3
MOTE VanEck Morningstar ESG Moat ETF 11.5 49 -7 6.4 -2.4
VSLU Applied Finance Valuation Large Cap ETF 11.5 49 -7 8.0 -0.9
ILCV iShares Morningstar Value ETF 11.5 4 38 7.7 -1.1
SCHD Schwab U.S. Dividend Equity ETF 11.4 6 36 9.3 +0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 11.4 28 14 7.2 -1.6
EFIV SPDR S&P 500 ESG ETF 11.3 10 32 6.6 -2.3
SNPE Xtrackers S&P 500 ESG ETF 11.3 10 32 6.6 -2.2
SUSL iShares ESG MSCI USA Leaders ETF 11.2 10 32 6.4 -2.5
PRF Invesco FTSE RAFI US 1000 ETF 11.1 39 3 7.9 -0.9
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 11.1 10 32 6.4 -2.4
NULV Nuveen ESG Large-Cap Value ETF 11.1 25 17 8.0 -0.8
IUSA Amberwave Invest USA JSG Fund 11.0 67 -25 6.8 -2.1
SCHV Schwab U.S. Large-Cap Value ETF 10.9 4 38 7.7 -1.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 10.9 68 -26 4.7 -4.2
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 10.9 20 22 6.3 -2.5
WKLY SoFi Weekly Dividend ETF 10.7 49 -7 8.3 -0.6
QUS SPDR MSCI USA StrategicFactors ETF 10.6 15 27 6.8 -2.0
SPXV ProShares S&P 500 Ex-Health Care ETF 10.6 27 15 6.2 -2.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 10.5 50 -8 6.2 -2.7
FEX First Trust Large Cap Core AlphaDEX Fund 10.5 59 -17 8.4 -0.4
GCIG Genuine Investors ETF 10.5 100 -58 6.2 -2.7
LRGF iShares Edge MSCI Multifactor USA ETF 10.5 20 22 9.0 +0.1
PZLG Puzzle Mature Growth 10.4 10 32 4.9 -3.9
FDRR Fidelity Dividend ETF for Rising Rates 10.4 29 13 8.3 -0.6
QVML Invesco S&P 500 QVM Multi-factor ETF 10.3 11 31 6.9 -2.0
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 10.3 29 13 8.5 -0.4
VFVA Vanguard U.S. Value Factor ETF 10.3 14 28 13.0 +4.2
SUBS Fount Subscription Economy ETF 10.3 70 -28 5.2 -3.7
VOOV Vanguard S&P 500 Value ETF 10.3 10 32 7.2 -1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 10.3 15 27 6.5 -2.3
IVE iShares S&P 500 Value ETF 10.2 18 24 7.2 -1.7
AVUS Avantis U.S. Equity ETF 10.2 15 27 7.5 -1.3
ESGV Vanguard ESG U.S. Stock ETF 10.2 9 33 6.4 -2.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 10.2 35 7 8.3 -0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 10.2 35 7 8.2 -0.6
SPMO Invesco S&P 500 Momentum ETF 10.2 13 29 6.3 -2.5
DSI iShares MSCI KLD 400 Social ETF 10.2 25 17 6.4 -2.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 10.2 20 22 8.0 -0.9
SPYV SPDR Portfolio S&P 500 Value ETF 10.2 4 38 7.3 -1.5
FMIL Fidelity New Millennium ETF 10.2 59 -17 7.3 -1.5
FAB First Trust Multi Cap Value AlphaDEX Fund 10.2 70 -28 11.1 +2.3
FNDX Schwab Fundamental U.S. Large Co. Index ETF 10.1 25 17 7.9 -0.9
IUSV iShares Core S&P U.S. Value ETF 10.1 4 38 7.4 -1.4
DFND Siren DIVCON Dividend Defender ETF 10.1 150 -108 6.7 -2.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 10.1 75 -33 7.4 -1.4
ESG FlexShares STOXX US ESG Impact Index Fund 10.0 32 10 6.4 -2.5
RESP WisdomTree US ESG Fund of Benef Interest 10.0 28 14 7.9 -0.9
PSET Principal Price Setters Index ETF 10.0 15 27 7.2 -1.6
RUFF Alpha Dog ETF 9.9 90 -48 5.4 -3.4
ADME Aptus Drawdown Managed Equity ETF 9.9 79 -37 5.3 -3.6
PKW Invesco Buyback Achievers ETF 9.9 64 -22 10.0 +1.2
CCOR Core Alternative ETF 9.9 109 -67 5.0 -3.8
RECS Columbia Research Enhanced Core ETF 9.9 15 27 7.6 -1.2
SUSA iShares MSCI USA ESG Select ETF 9.9 25 17 6.3 -2.5
SPXT ProShares S&P 500 Ex-Technology ETF 9.9 27 15 6.6 -2.3
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 9.9 35 7 7.5 -1.3
VDNI V-Shares US Leadership Diversity ETF 9.9 29 13 6.7 -2.1
ESGS Columbia Sustainable U.S. Equity Income ETF 9.8 35 7 9.7 +0.9
QLC FlexShares US Quality Large Cap Index Fund 9.8 32 10 7.2 -1.6
ESGU iShares MSCI USA ESG Optimized ETF 9.8 15 27 6.3 -2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 9.8 30 12 7.4 -1.4
HDV iShares Core High Dividend ETF 9.8 8 34 8.0 -0.9
KOIN Innovation Shares NextGen Protocol ETF 9.8 75 -33 5.7 -3.2
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 9.7 35 7 7.0 -1.9
CFA VictoryShares US 500 Volatility Weighted Index ETF 9.7 35 7 7.0 -1.8
FBCV Fidelity Blue Chip Value ETF 9.7 59 -17 7.4 -1.5
XVV iShares ESG Screened S&P 500 ETF 9.7 8 34 6.5 -2.3
JHML John Hancock Multifactor Large Cap ETF 9.7 29 13 6.8 -2.1
FNDB Schwab Fundamental U.S. Broad Market Index ETF 9.7 25 17 7.8 -1.1
TTAC TrimTabs US Free Cash Flow Quality ETF 9.7 59 -17 7.3 -1.5
OEF iShares S&P 100 ETF 9.6 20 22 6.2 -2.6
NACP Impact Shares NAACP Minority Empowerment ETF 9.6 49 -7 6.4 -2.4
IWL iShares Russell Top 200 ETF 9.6 15 27 6.3 -2.5
VOE Vanguard Mid-Cap Value Index Fund 9.6 7 35 7.7 -1.1
IWS iShares Russell Mid-Cap Value ETF 9.6 23 19 7.5 -1.3
DBLV AdvisorShares DoubleLine Value Equity ETF 9.6 91 -49 6.9 -1.9
VFLQ Vanguard U.S. Liquidity Factor ETF 9.6 13 29 2.0 -6.8
BKLC BNY Mellon US Large Cap Core Equity ETF 9.6 0 42 6.4 -2.5
MKEM Meakem Value and Inflation Screen 9.6 10 32 5.4 -3.4
KNGS UPHOLDINGS Compound Kings ETF 9.6 60 -18 4.3 -4.6
PLAT WisdomTree Modern Tech Platforms Fund 9.6 20 22 2.0 -6.9
SPXE ProShares S&P 500 Ex-Energy ETF 9.5 27 15 6.4 -2.5
CGUS Capital Group Core Equity ETF 9.5 33 9 6.5 -2.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 9.5 14 28 6.4 -2.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 9.5 37 5 8.6 -0.2
FQAL Fidelity Quality Factor ETF 9.5 29 13 7.3 -1.5
MGC Vanguard Mega Cap Index Fund 9.4 7 35 6.3 -2.5
DFAU Dimensional US Core Equity Market ETF 9.4 12 30 6.7 -2.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 9.4 20 22 6.4 -2.5
BKUS BNY Mellon Sustainable US Equity ETF 9.4 60 -18 5.5 -3.3
JHMM John Hancock Multifactor Mid Cap ETF 9.4 41 1 7.4 -1.4
XYLD Global X S&P 500 Covered Call ETF 9.4 60 -18 5.6 -3.2
DFAC Dimensional U.S. Core Equity 2 ETF 9.4 19 23 7.3 -1.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 9.3 10 32 6.0 -2.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 9.3 60 -18 2.9 -5.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 9.3 10 32 5.9 -2.9
JOYY Infusive Compounding Global Equities ETF 9.3 51 -9 4.2 -4.7
ITAN Sparkline Intangible Value ETF 9.3 50 -8 7.7 -1.1
IYY iShares Dow Jones U.S. ETF 9.2 20 22 6.2 -2.6
IWB iShares Russell 1000 ETF 9.2 15 27 6.3 -2.5
VV Vanguard Large-Cap Index Fund 9.2 4 38 6.3 -2.5
XRMI Global X S&P 500 Risk Managed Income ETF 9.2 60 -18 5.6 -3.2
PBUS Invesco PureBeta MSCI USA ETF 9.2 4 38 6.4 -2.4
FLDZ RiverNorth Volition America Patriot ETF 9.2 70 -28 6.2 -2.7
FVAL Fidelity Value Factor ETF 9.2 29 13 9.9 +1.1
ACVF American Conservative Values ETF 9.2 75 -33 5.6 -3.2
VONE Vanguard Russell 1000 ETF 9.2 8 34 6.4 -2.4
XYLG Global X S&P 500 Covered Call & Growth ETF 9.2 60 -18 5.8 -3.1
DFUS Dimensional U.S. Equity ETF 9.2 11 31 6.5 -2.4
PWB Invesco Dynamic Large Cap Growth ETF 9.2 56 -14 5.0 -3.8
VOTE Engine No. 1 Transform 500 ETF 9.2 5 37 6.3 -2.5
CATH Global X S&P 500 Catholic Values Custom ETF 9.1 29 13 6.2 -2.6
SCHK Schwab 1000 Index ETF 9.1 5 37 6.4 -2.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 9.1 7 35 6.3 -2.5
EUSA iShares MSCI USA Equal Weighted ETF 9.1 9 33 6.6 -2.3
IVV iShares Core S&P 500 ETF 9.1 3 39 6.5 -2.3
SPY SPDR S&P 500 ETF Trust 9.1 9 33 6.4 -2.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 9.1 15 27 6.3 -2.6
PBP Invesco S&P 500 BuyWrite ETF 9.1 49 -7 5.7 -3.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 9.1 2 40 6.4 -2.4
ILCB iShares Morningstar U.S. Equity ETF 9.1 3 39 6.4 -2.5
SPLG SPDR Portfolio S&P 500 ETF 9.1 3 39 6.5 -2.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 9.1 38 4 7.2 -1.7
SIZE iShares MSCI USA Size Factor ETF 9.0 15 27 6.8 -2.0
SCHX Schwab U.S. Large-Cap ETF 9.0 3 39 6.4 -2.5
CVY Invesco Zacks Multi-Asset Income ETF 9.0 100 -58 10.7 +1.9
VOO VANGUARD S&P 500 ETF 9.0 3 39 6.5 -2.3
XPND First Trust Expanded Technology ETF 9.0 65 -23 6.3 -2.5
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 8.9 25 17 6.9 -1.9
XCLR Global X S&P 500 Collar 95-110 ETF 8.9 60 -18 5.4 -3.4
XVOL Acruence Active Hedge U.S. Equity ETF 8.9 83 -41 5.7 -3.1
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 8.9 9 33 6.8 -2.1
DURA VanEck Morningstar Durable Dividend ETF 8.9 29 13 7.7 -1.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.9 7 35 9.6 +0.7
XTR Global X S&P 500 Tail Risk ETF 8.9 60 -18 5.7 -3.1
ONEO SPDR Russell 1000 Momentum Focus ETF 8.8 20 22 8.8 0.0
SPTM SPDR Portfolio Total Stock Market ETF 8.8 3 39 6.6 -2.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 8.8 75 -33 10.3 +1.5
IWV iShares Russell 3000 ETF 8.8 20 22 6.1 -2.7
DEIF Sterling Capital Diverse Multi-Manager Active ETF 8.8 65 -23 7.0 -1.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 8.8 3 39 6.2 -2.7
VTHR Vanguard Russell 3000 Index Fund 8.8 10 32 6.1 -2.8
FLLV Franklin Liberty U.S. Low Volatility ETF 8.8 29 13 6.3 -2.6
VTI Vanguard Total Stock Market Index Fund 8.7 3 39 5.9 -2.9
SCHB Schwab U.S. Broad Market ETF 8.7 3 39 6.3 -2.5
IMCV iShares Morningstar Mid-Cap Value ETF 8.7 6 36 8.0 -0.8
FSST Fidelity Sustainability U.S. Equity ETF 8.7 59 -17 6.3 -2.5
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 8.7 15 27 6.3 -2.6
SCHM Schwab U.S. Mid-Cap ETF 8.6 4 38 7.1 -1.8
RSP Invesco S&P 500 Equal Weight ETF 8.5 20 22 6.9 -2.0
DHS WisdomTree U.S. High Dividend Fund 8.4 38 4 8.3 -0.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 8.4 20 22 7.1 -1.8
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 8.4 17 25 8.2 -0.7
PDP Invesco DWA Momentum ETF 8.4 62 -20 5.7 -3.1
XLG Invesco S&P 500 Top 50 ETF 8.4 20 22 5.8 -3.0
NULC Nuveen ESG Large-Cap ETF 8.3 20 22 6.6 -2.3
IVLC Invesco US Large Cap Core ESG ETF 8.3 48 -6 6.2 -2.6
SDGA Impact Shares Sustainable Development Goals Global ETF 8.2 75 -33 7.2 -1.6
TMFC Motley Fool 100 Index ETF 8.2 50 -8 5.0 -3.8
NULG Nuveen ESG Large-Cap Growth ETF 8.1 25 17 5.2 -3.6
IWR iShares Russell Midcap ETF 8.1 19 23 6.5 -2.3
MBCC Monarch Blue Chips Core ETF 8.1 125 -83 4.1 -4.8
VO Vanguard Mid-Cap Index Fund 8.0 4 38 6.2 -2.6
VLUE iShares MSCI USA Value Factor ETF 8.0 15 27 12.8 +4.0
IQSU IQ Candriam ESG US Equity ETF 8.0 9 33 6.4 -2.5
SIXA 6 Meridian Mega Cap Equity ETF 7.9 86 -44 8.0 -0.8
RNDV US Equity Dividend Select ETF 7.9 50 -8 9.0 +0.2
LRGE ClearBridge Large Cap Growth ESG ETF 7.9 59 -17 4.5 -4.3
IUSG iShares Core S&P US Growth ETF 7.9 4 38 6.2 -2.7
VOOG Vanguard S&P 500 Growth ETF 7.9 10 32 6.1 -2.8
IVW iShares S&P 500 Growth ETF 7.9 18 24 6.0 -2.8
QDF FlexShares Quality Dividend Index Fund 7.9 37 5 7.8 -1.0
KRMA Global X Conscious Companies ETF 7.9 43 -1 6.7 -2.1
MAGA Point Bridge GOP Stock Tracker ETF 7.9 72 -30 6.2 -2.6
SPYG SPDR Portfolio S&P 500 Growth ETF 7.9 4 38 6.1 -2.7
RNLC Large Cap US Equity Select ETF 7.8 60 -18 7.5 -1.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 7.8 56 -14 6.8 -2.0
SFY SoFi Select 500 ETF 7.8 0 42 6.4 -2.5
JMOM JPMorgan U.S. Momentum Factor ETF 7.7 12 30 6.4 -2.4
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 7.7 87 -45 7.7 -1.2
ACIO Aptus Collared Income Opportunity ETF 7.6 79 -37 5.5 -3.3
DUHP Dimensional US High Profitability ETF 7.6 22 20 8.6 -0.2
SPHB Invesco S&P 500 High Beta ETF 7.6 25 17 4.7 -4.2
LGBT LGBTQ + ESG100 ETF 7.6 75 -33 0.0 -8.8
DON WisdomTree U.S. MidCap Dividend Fund 7.6 38 4 9.2 +0.4
DIVZ TrueShares Low Volatility Equity Income ETF 7.6 65 -23 8.1 -0.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 7.5 65 -23 11.2 +2.3
SPGP Invesco S&P 500 GARP ETF 7.5 36 6 8.7 -0.1
FLRG Fidelity U.S. Multifactor ETF 7.5 29 13 8.3 -0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 7.4 65 -23 7.4 -1.5
ONEY SPDR Russell 1000 Yield Focus ETF 7.4 20 22 9.4 +0.6
XLK Technology Select Sector SPDR Fund 7.4 10 32 6.5 -2.4
JOET Virtus Terranova US Quality Momentum ETF 7.4 29 13 6.9 -1.9
IMCB iShares Morningstar Mid-Cap ETF 7.3 4 38 6.6 -2.2
AVDG AVDR US LargeCap ESG ETF 7.3 60 -18 6.1 -2.7
FTC First Trust Large Cap Growth AlphaDEX Fund 7.3 60 -18 5.8 -3.0
STLV iShares Factors US Value Style ETF 7.3 25 17 9.7 +0.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 7.3 4 38 6.7 -2.2
IETC iShares Evolved U.S. Technology ETF 7.2 18 24 5.7 -3.1
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 7.2 50 -8 3.5 -5.4
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.2 30 12 7.7 -1.1
JQUA JPMorgan U.S. Quality Factor ETF 7.2 12 30 7.0 -1.8
VBR Vanguard Small Cap Value Index Fund 7.1 7 35 9.1 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7.1 9 33 6.8 -2.0
AQGX AI Quality Growth ETF 7.1 97 -55 5.3 -3.6
TMFG Motley Fool Global Opportunities ETF 7.0 85 -43 4.5 -4.3
CGGR Capital Group Growth ETF 7.0 39 3 5.1 -3.7
OALC OneAscent Large Cap Core ETF 7.0 76 -34 6.6 -2.2
DVY iShares Select Dividend ETF 7.0 39 3 9.2 +0.3
SPQQ Siren Large Cap Blend Index ETF 7.0 20 22 0.0 -8.8
MMLG First Trust Multi-Manager Large Growth ETF 6.9 85 -43 2.9 -6.0
AILV Alpha Intelligent - Large Cap Value ETF 6.9 85 -43 6.5 -2.3
BUYZ Franklin Disruptive Commerce ETF 6.9 50 -8 0.0 -8.8
FLV American Century Focused Large Cap Value ETF 6.8 42 0 7.4 -1.5
RFFC RiverFront Dynamic US Flex-Cap ETF 6.8 52 -10 6.1 -2.8
VXF Vanguard Extended Market Index Fund 6.8 6 36 2.7 -6.2
RPV Invesco S&P 500 Pure Value ETF 6.8 35 7 10.2 +1.4
FDLO Fidelity Low Volatility Factor ETF 6.7 29 13 5.8 -3.1
GVIP Goldman Sachs Hedge Industry VIP ETF 6.7 45 -3 4.8 -4.0
VSL Volshares Large Capital ETF 6.7 65 -23 5.9 -2.9
TOK iShares MSCI Kokusai ETF 6.7 25 17 6.5 -2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 6.7 9 33 6.6 -2.2
SPYD SPDR S&P 500 High Dividend ETF 6.6 7 35 8.8 0.0
FDWM Fidelity Women's Leadership ETF 6.6 59 -17 6.5 -2.4
UGCE Uncommon Portfolio Design Core Equity ETF 6.6 65 -23 6.9 -1.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 6.6 12 30 6.3 -2.6
JVAL JPMorgan U.S. Value Factor ETF 6.5 12 30 9.6 +0.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.5 7 35 6.1 -2.8
SCHG Schwab U.S. Large-Cap Growth ETF 6.5 4 38 5.0 -3.9
RNMC Mid Cap US Equity Select ETF 6.4 60 -18 8.4 -0.4
BOSS Global X Founder-Run Companies ETF 6.4 45 -3 3.5 -5.3
HLGE Hartford Longevity Economy ETF 6.4 44 -2 8.8 -0.1
ZECP Zacks Earnings Consistent Portfolio ETF 6.4 55 -13 6.3 -2.5
NVQ QRAFT AI-Enhanced US Next Value ETF 6.3 75 -33 12.1 +3.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.3 15 27 14.6 +5.7
SFYX Sofi Next 500 ETF 6.3 0 42 6.3 -2.6
RPG Invesco S&P 500 Pure Growth ETF 6.3 35 7 7.5 -1.3
RWL Invesco S&P 500 Revenue ETF 6.3 39 3 7.5 -1.4
URTH iShares MSCI World ETF 6.3 24 18 6.5 -2.3
LVOL American Century Low Volatility ETF 6.3 29 13 6.3 -2.6
VB Vanguard Small-Cap ETF 6.2 5 37 6.6 -2.2
FTEC Fidelity MSCI Information Technology Index ETF 6.2 8 34 6.2 -2.7
ILCG iShares Morningstar Growth ETF 6.1 4 38 4.9 -4.0
BFOR Barron's 400 ETF 6.1 70 -28 9.7 +0.8
IGM iShares Expanded Tech Sector ETF 6.1 43 -1 5.9 -3.0
CLRG IQ Chaikin U.S. Large Cap ETF 6.1 25 17 6.7 -2.2
TECB iShares US Tech Breakthrough Multisector ETF 6.1 40 2 6.0 -2.9
GBDV Global Beta Smart Income ETF 6.0 29 13 9.6 +0.8
FCPI Fidelity Stocks for Inflation ETF 6.0 29 13 10.1 +1.3
KLCD KFA Large Cap Quality Dividend Index ETF 6.0 42 0 6.7 -2.2
DWLD Davis Select Worldwide ETF 6.0 63 -21 7.2 -1.6
HVAL ALPS Hillman Active Value ETF 6.0 55 -13 7.9 -1.0
AVDR AVDR US LargeCap Leading ETF 6.0 60 -18 6.6 -2.3
YPS Arrow Reverse Cap 500 ETF 5.9 29 13 6.8 -2.0
VGT Vanguard Information Technology Index Fund 5.9 10 32 6.2 -2.7
BTHM BlackRock Future U.S. Themes ETF 5.9 60 -18 6.7 -2.2
ETHO Etho Climate Leadership U.S. ETF 5.9 48 -6 5.0 -3.8
OUSA O'Shares FTSE US Quality Dividend ETF 5.9 48 -6 7.3 -1.5
ACSI American Customer Satisfaction Core Alpha ETF 5.9 66 -24 5.3 -3.6
QWLD SPDR MSCI World StrategicFactors ETF 5.9 30 12 6.7 -2.1
FTHI First Trust High Income ETF 5.9 85 -43 4.3 -4.5
IWY iShares Russell Top 200 Growth ETF 5.9 20 22 6.2 -2.6
GSPY Gotham Enhanced 500 ETF 5.8 50 -8 6.8 -2.1
EZM WisdomTree U.S. MidCap Earnings Fund 5.8 38 4 11.0 +2.2
SYLD Cambria Shareholder Yield ETF 5.8 59 -17 13.1 +4.3
FPAG FPA Global Equity ETF 5.8 49 -7 7.1 -1.8
MGK Vanguard Mega Cap Growth ETF 5.7 7 35 5.5 -3.3
VONG Vanguard Russell 1000 Growth Index Fund 5.7 8 34 6.0 -2.8
QDEF FlexShares Quality Dividend Defensive Index Fund 5.7 37 5 7.3 -1.5
IWF iShares Russell 1000 Growth ETF 5.7 19 23 5.9 -2.9
IXN iShares Global Tech ETF 5.7 43 -1 5.9 -2.9
SCHA Schwab U.S. Small-Cap ETF 5.7 4 38 5.9 -2.9
VFMF Vanguard U.S. Multifactor ETF 5.6 19 23 10.3 +1.5
VFQY Vanguard U.S. Quality Factor ETF 5.6 13 29 8.8 -0.1
VUG Vanguard Growth Index Fund 5.6 4 38 5.3 -3.6
IMCG iShares Morningstar Mid-Cap Growth ETF 5.6 6 36 4.9 -3.9
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 5.5 20 22 9.6 +0.7
MBOX Freedom Day Dividend ETF 5.5 39 3 8.6 -0.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 5.5 20 22 6.7 -2.1
DTEC ALPS Disruptive Technologies ETF 5.5 50 -8 4.3 -4.5
KOCG FIS Knights of Columbus Global Belief ETF 5.5 75 -33 7.8 -1.1
ACWI iShares MSCI ACWI ETF 5.5 32 10 6.7 -2.2
PY Principal Shareholder Yield Index ETF 5.5 15 27 11.5 +2.7
EQAL Invesco Russell 1000 Equal Weight ETF 5.4 20 22 6.9 -2.0
BLOK Amplify Transformational Data Sharing ETF 5.4 71 -29 5.5 -3.3
PBSM Invesco PureBeta MSCI USA Small Cap ETF 5.4 6 36 6.1 -2.8
ESGG FlexShares STOXX Global ESG Impact Index Fund 5.4 42 0 6.5 -2.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 5.4 12 30 6.0 -2.8
JSTC Adasina Social Justice All Cap Global ETF 5.4 89 -47 6.9 -2.0
FVD First Trust Value Line Dividend Index Fund 5.3 70 -28 6.2 -2.6
TPLC Timothy Plan US Large Cap Core ETF 5.3 52 -10 6.4 -2.4
JEPI JPMorgan Equity Premium Income ETF 5.3 35 7 5.7 -3.1
FTCS First Trust Capital Strength ETF 5.3 56 -14 7.0 -1.9
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 5.3 60 -18 9.0 +0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 5.3 60 -18 8.5 -0.3
GURU Global X Guru Index ETF 5.2 75 -33 2.4 -6.5
FDIG Fidelity Crypto Industry and Digital Payments ETF 5.2 39 3 6.5 -2.3
DFAT Dimensional U.S. Targeted Value ETF 5.2 34 8 9.3 +0.4
MOTG VanEck Morningstar Global Wide Moat ETF 5.2 52 -10 6.9 -2.0
DEW WisdomTree Global High Dividend Fund 5.2 58 -16 8.9 +0.1
VT Vanguard Total World Stock ETF 5.2 8 34 6.8 -2.0
SSPY Syntax Stratified LargeCap ETF 5.1 30 12 7.0 -1.9
DGRW WisdomTree U.S. Quality Dividend Growth Fund 5.1 28 14 7.4 -1.5
HOMZ Hoya Capital Housing ETF 5.1 30 12 10.5 +1.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.0 46 -4 7.1 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 5.0 9 33 6.6 -2.3
BUZZ VanEck Social Sentiment ETF 5.0 75 -33 -1.8 -10.6
FAD First Trust Multi Cap Growth AlphaDEX Fund 5.0 63 -21 5.1 -3.7
ICAP InfraCap Equity Income Fund ETF 5.0 80 -38 9.4 +0.5
FDMO Fidelity Momentum Factor ETF 5.0 29 13 4.9 -4.0
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 4.8 15 27 8.7 -0.2
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 4.8 17 25 5.9 -2.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4.8 24 18 8.4 -0.4
LVHD Legg Mason Low Volatility High Dividend ETF 4.8 27 15 7.8 -1.0
SMMD iShares Russell 2500 ETF 4.7 15 27 7.0 -1.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 24 8.2 -0.6
ONEV SPDR Russell 1000 Low Volatility Focus ETF 4.7 20 22 7.7 -1.2
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.7 30 12 7.8 -1.1
NUMV Nuveen ESG Mid-Cap Value ETF 4.7 30 12 8.6 -0.2
IWP iShares Russell Mid-Cap Growth ETF 4.7 23 19 4.7 -4.1
UVDV UVA Dividend Value ETF 4.7 80 -38 7.3 -1.6
GRZZ Grizzle Growth ETF 4.7 75 -33 7.3 -1.6
EPRE First Trust TCW ESG Premier Equity ETF 4.7 85 -43 5.1 -3.7
GGRW Gabelli Growth Innovators ETF 4.6 90 -48 3.6 -5.3
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 4.6 15 27 8.6 -0.2
XJH iShares ESG Screened S&P Mid-Cap ETF 4.6 12 30 8.4 -0.4
SPMD SPDR Portfolio Mid Cap ETF 4.6 5 37 8.2 -0.6
IJH iShares Core S&P Mid-Cap ETF 4.6 5 37 8.2 -0.6
IVOO Vanguard S&P Mid-Cap 400 ETF 4.6 10 32 8.2 -0.7
MDY SPDR S&P Midcap 400 ETF Trust 4.6 23 19 8.0 -0.8
ROUS Hartford Multifactor US Equity ETF 4.6 19 23 7.9 -1.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 4.6 18 24 6.3 -2.5
DIVS SmartETFs Dividend Builder ETF 4.6 65 -23 6.2 -2.6
PZLD Puzzle Divdend Leaders 4.5 10 32 7.1 -1.7
EWMC Invesco S&P MidCap 400 Equal Weight ETF 4.5 40 2 7.9 -0.9
SLT Pacer Salt High truBeta US Market ETF 4.5 60 -18 0.0 -8.8
FOVL iShares Focused Value Factor ETF 4.5 25 17 11.0 +2.2
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 4.4 60 -18 12.1 +3.3
QLV FlexShares US Quality Low Volatility Index Fund 4.4 22 20 5.8 -3.0
NZRO Strategy Shares Halt Climate Change ETF 4.4 95 -53 1.9 -6.9
GBUY Goldman Sachs Future Consumer Equity ETF 4.4 75 -33 3.1 -5.7
STLG iShares Factors US Growth Style ETF 4.4 25 17 8.7 -0.2
CACG ClearBridge All Cap Growth ETF 4.4 53 -11 4.6 -4.3
ISCB iShares Morningstar Small-Cap ETF 4.4 4 38 5.5 -3.3
BKSE BNY Mellon US Small Cap Core Equity ETF 4.3 4 38 6.3 -2.5
DGT SPDR Global Dow ETF 4.3 50 -8 8.5 -0.4
AILG Alpha Intelligent - Large Cap Growth ETF 4.3 85 -43 4.3 -4.6
HKND Humankind US Stock ETF 4.3 11 31 7.8 -1.0
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.3 19 23 7.3 -1.6
MOAT VanEck Morningstar Wide Moat ETF 4.3 47 -5 7.0 -1.9
VOT Vanguard Mid-Cap Growth Index Fund 4.3 7 35 4.5 -4.4
XDAT Franklin Exponential Data ETF 4.2 50 -8 3.2 -5.6
LGLV SPDR Russell 1000 Low Volatility ETF 4.1 12 30 5.7 -3.1
XOUT GraniteShares XOUT U.S. Large Cap ETF 4.1 60 -18 5.8 -3.0
FSMD Fidelity Small-Mid Factor ETF 4.1 29 13 9.2 +0.4
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 4.1 30 12 8.1 -0.7
FNK First Trust Mid Cap Value AlphaDEX Fund 4.0 70 -28 10.6 +1.8
MXDU Nationwide Maximum Diversification US Core Equity ETF 4.0 34 8 5.7 -3.2
ACWF iShares MSCI Global Multifactor ETF 4.0 35 7 10.2 +1.4
IOO iShares Global 100 ETF 4.0 40 2 6.3 -2.5
ISCV iShares Morningstar Small Cap Value ETF 3.9 6 36 8.8 -0.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 3.8 64 -22 8.2 -0.6
VSDA VictoryShares Dividend Accelerator ETF 3.8 35 7 7.0 -1.9
HEET Hartford Schroders ESG US Equity ETF 3.8 39 3 7.2 -1.6
DFAS Dimensional U.S. Small Cap ETF 3.8 34 8 7.2 -1.6
BIDS Amplify Digital & Online Trading ETF 3.7 59 -17 8.0 -0.9
FNDA Schwab Fundamental U.S. Small Co. Index ETF 3.6 25 17 6.6 -2.2
QGRO American Century STOXX U.S. Quality Growth ETF 3.6 29 13 8.5 -0.4
JHSC John Hancock Multifactor Small Cap ETF 3.5 42 0 7.1 -1.8
ISMD Inspire Small/Mid Cap Impact ETF 3.5 57 -15 6.7 -2.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 3.5 24 18 8.9 +0.1
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -13 7.9 -1.0
DEF Invesco Defensive Equity ETF 3.5 53 -11 6.4 -2.5
IVSG Invesco Select Growth ETF 3.4 48 -6 5.3 -3.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 3.4 15 27 8.9 +0.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.4 85 -43 5.5 -3.3
EGIS 2nd Vote Society Defended ETF 3.3 75 -33 7.5 -1.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 3.3 15 27 7.5 -1.4
IJK iShares S&P Mid-Cap 400 Growth ETF 3.3 17 25 7.4 -1.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 3.3 15 27 7.4 -1.4
CWS AdvisorShares Focused Equity ETF 3.3 66 -24 6.2 -2.7
SXUS Janus Henderson International Sustainable Equity ETF 3.2 60 -18 4.4 -4.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.2 52 -10 8.8 -0.1
FXR First Trust Industrials/Producer Durables AlphaDEX Fund 3.2 64 -22 9.5 +0.6
GK AdvisorShares Gerber Kawasaki ETF 3.2 81 -39 4.9 -4.0
VALQ American Century STOXX U.S. Quality Value ETF 3.2 29 13 10.1 +1.2
MDYV SPDR S&P 400 Mid Cap Value ETF 3.1 15 27 8.9 +0.1
IVOV Vanguard S&P Mid-Cap 400 Value ETF 3.1 15 27 8.9 +0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 3.1 18 24 8.9 +0.1
USMV iShares Edge MSCI Min Vol USA ETF 3.1 15 27 6.0 -2.8
KBWR Invesco KBW Regional Banking ETF 3.1 35 7 9.9 +1.1
RBUS Nationwide Risk-Based U.S. Equity ETF 3.1 30 12 6.0 -2.8
ANEW ProShares MSCI Transformational Changes ETF 3.1 45 -3 4.3 -4.5
PSP Invesco Global Listed Private Equity ETF 3.0 144 -102 10.7 +1.9
SMDY Syntax Stratified MidCap ETF 3.0 35 7 7.3 -1.6
WLDR Affinity World Leaders Equity ETF 3.0 67 -25 10.4 +1.5
IVDG Invesco Focused Discovery Growth ETF 3.0 59 -17 5.0 -3.9
PEXL Pacer US Export Leaders ETF 3.0 60 -18 7.0 -1.8
RYT Invesco S&P 500 Equal Weight Technology ETF 2.9 40 2 7.1 -1.8
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 2.9 108 -66 7.2 -1.7
SATO Invesco Alerian Galaxy Crypto Economy ETF 2.9 60 -18 -23.5 -32.4
VNMC Natixis Vaughan Nelson Mid Cap ETF 2.9 85 -43 7.0 -1.8
CVAR Cultivar ETF 2.8 87 -45 8.1 -0.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.8 15 27 8.1 -0.7
JRNY ALPS Global Travel Beneficiaries ETF 2.8 65 -23 1.0 -7.9
SSPX Janus Henderson U.S. Sustainable Equity ETF 2.7 55 -13 4.8 -4.1
SDY SPDR S&P Dividend ETF 2.7 35 7 6.9 -2.0
RWK Invesco S&P MidCap 400 Revenue ETF 2.7 39 3 10.3 +1.5
VFMO Vanguard U.S. Momentum Factor ETF 2.7 13 29 6.0 -2.8
XMVM Invesco S&P MidCap Value with Momentum ETF 2.7 39 3 13.4 +4.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -18 13.1 +4.2
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ET 2.6 85 -43 0.8 -8.0
XMHQ Invesco S&P MidCap Quality ETF 2.6 25 17 8.9 +0.1
VAMO Cambria Value & Momentum ETF 2.6 64 -22 10.8 +1.9
BLES Inspire Global Hope Large Cap ETF 2.5 52 -10 6.4 -2.5
NOBL ProShares S&P 500 Dividend Aristocrats ETF 2.5 35 7 6.5 -2.3
FLQL Franklin LibertyQ U.S. Equity ETF 2.5 15 27 7.7 -1.1
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF 2.5 75 -33 6.1 -2.8
LSAT Leadershares Alphafactor Tactical Focused ETF 2.5 99 -57 11.7 +2.9
BITQ Bitwise Crypto Industry Innovators ETF 2.5 85 -43 -14.0 -22.9
FEVR Inspire Faithward Large Cap Momentum ESG ETF 2.5 85 -43 5.8 -3.0
SPDV AAM S&P 500 High Dividend Value ETF 2.4 29 13 10.1 +1.2
NUSC Nuveen ESG Small-Cap ETF 2.4 30 12 6.2 -2.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 2.4 39 3 9.8 +1.0
TMFX Motley Fool Next Index ETF 2.4 50 -8 4.0 -4.9
BIBL Inspire ETF 2.4 35 7 6.0 -2.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.3 25 17 7.0 -1.9
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 2.2 21 21 4.3 -4.5
PWC Invesco Dynamic Market ETF 2.2 60 -18 6.9 -1.9
FBCG Fidelity Blue Chip Growth ETF 2.2 59 -17 2.9 -6.0
IUS Invesco Strategic US ETF 2.2 19 23 7.5 -1.3
DEMZ Advisors Inner Circle Fund III DEMZ Political Contributions 2.2 45 -3 6.3 -2.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.2 80 -38 6.9 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 27 15 6.1 -2.7
AVUV Avantis U.S. Small Cap Value ETF 2.1 25 17 10.4 +1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 2.1 80 -38 9.6 +0.8
ENTR Entrepreneur 30 Fund 2.1 49 -7 5.8 -3.0
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 2.1 75 -33 7.6 -1.2
SXQG 6 Meridian Quality Growth ETF 2.1 100 -58 5.7 -3.2
LSLT Salt Low truBeta US Market ETF 2.1 60 -18 0.0 -8.8
USMF WisdomTree U.S. Multifactor Fund 2.0 28 14 9.3 +0.5
AFMC First Trust Active Factor Mid Cap ETF 2.0 65 -23 10.5 +1.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.0 25 17 6.0 -2.9
JDIV JPMorgan U.S. Dividend ETF 2.0 12 30 8.6 -0.3
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 2.0 30 12 10.3 +1.5
SPLV Invesco S&P 500 Low Volatility ETF 2.0 25 17 5.9 -3.0
ALTL Pacer Lunt Large Cap Alternator ETF 2.0 60 -18 5.5 -3.3
TMDV ProShares Russell US Dividend Growers ETF 1.9 36 6 6.3 -2.5
MIDF iShares Edge MSCI Multifactor USA Mid-Cap ETF 1.9 25 17 11.2 +2.4
CGDV Capital Group Dividend Value ETF 1.9 33 9 6.7 -2.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.8 70 -28 5.0 -3.8
LYFE 2nd Vote Life Neutral Plus ETF 1.8 75 -33 8.1 -0.7
DFSV Dimensional US Small Cap Value ETF 1.8 31 11 9.3 +0.4
OUSM O'Shares FTSE Russell Small Cap Quality Dividend ETF 1.8 48 -6 8.1 -0.8
SQEW LeaderShares Equity Skew ETF 1.7 75 -33 6.8 -2.0
FTQI First Trust Nasdaq BuyWrite Income ETF 1.7 85 -43 4.1 -4.7
RYJ Invesco Raymond James SB-1 Equity ETF 1.7 75 -33 3.4 -5.4
NUMG Nuveen ESG Mid-Cap Growth ETF 1.7 30 12 1.9 -6.9
CGGO Capital Group Global Growth Equity ETF 1.7 47 -5 4.7 -4.2
SPMV Invesco S&P 500 Minimum Variance ETF 1.6 10 32 5.9 -2.9
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.6 60 -18 7.4 -1.4
ACWV iShares MSCI Global Min Vol Factor ETF 1.6 20 22 6.0 -2.8
SDEI Sound Equity Income ETF 1.6 45 -3 10.4 +1.6
VNSE Natixis Vaughan Nelson Select ETF 1.6 80 -38 4.0 -4.8
IUSS Invesco Strategic US Small Company ETF 1.5 23 19 6.8 -2.1
VFMV Vanguard U.S. Minimum Volatility ETF 1.5 13 29 6.2 -2.6
CTRU ARK Transparency ETF 1.5 55 -13 3.0 -5.8
DSTL Distillate US Fundamental Stability & Value ETF 1.5 39 3 7.7 -1.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.5 6 36 1.6 -7.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.4 52 -10 5.9 -3.0
XMMO Invesco S&P MidCap Momentum ETF 1.4 33 9 8.8 -0.1
TPHD Timothy Plan High Dividend Stock ETF 1.4 52 -10 6.7 -2.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 1.4 52 -10 6.4 -2.4
VBK Vanguard Small-Cap Growth Index Fund 1.4 7 35 2.6 -6.2
VUSE Vident Core US Equity Fund 1.3 48 -6 11.6 +2.8
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.3 35 7 10.4 +1.6
RFV Invesco S&P Midcap 400 Pure Value ETF 1.3 35 7 11.6 +2.8
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 1.3 69 -27 6.9 -1.9
IWM iShares Russell 2000 ETF 1.3 19 23 3.8 -5.0
VTWO Vanguard Russell 2000 Index Fund 1.3 10 32 1.7 -7.2
ARKF ARK Fintech Innovation ETF 1.3 75 -33 0.0 -8.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 1.3 20 22 7.4 -1.5
QABA First Trust NASDAQ ABA Community Bank Index Fund 1.2 60 -18 9.3 +0.5
PEY Invesco High Yield Equity Dividend Achievers ETF 1.2 53 -11 8.4 -0.5
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.2 41 1 6.8 -2.0
XSW SPDR S&P Software & Services ETF 1.1 35 7 3.9 -4.9
IWN iShares Russell 2000 Value ETF 1.1 24 18 6.0 -2.8
VTWV Vanguard Russell 2000 Value Index Fund 1.1 15 27 2.8 -6.0
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 1.0 25 17 8.9 +0.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 1.0 39 3 4.7 -4.2
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 1.0 30 12 10.5 +1.6
RYLD Global X Russell 2000 Covered Call ETF 1.0 60 -18 1.1 -7.8
CSML IQ Chaikin U.S. Small Cap ETF 1.0 35 7 6.1 -2.7
AUSF Global X Adaptive U.S. Factor ETF 1.0 27 15 6.3 -2.6
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 1.0 29 13 7.7 -1.2
AESR Anfield U.S. Equity Sector Rotation ETF 1.0 146 -104 5.0 -3.8
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.0 70 -28 5.8 -3.0
GENY Principal Millennials Index ETF 0.9 45 -3 4.7 -4.1
LOUP Innovator Loup Frontier Tech ETF 0.9 70 -28 7.3 -1.5
CZA Invesco Zacks Mid-Cap ETF 0.9 69 -27 6.7 -2.1
WBIY WBI Power Factor High Dividend ETF 0.9 70 -28 11.8 +3.0
KOMP SPDR Kensho New Economies Composite ETF 0.8 20 22 1.3 -7.5
IEDI iShares Evolved U.S. Discretionary Spending ETF 0.8 18 24 5.5 -3.4
XT iShares Exponential Technologies ETF 0.8 46 -4 4.5 -4.3
AFSM First Trust Active Factor Small Cap ETF 0.8 77 -35 8.8 -0.1
CBSE Changebridge Capital Sustainable Equity ETF 0.8 85 -43 0.0 -8.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.8 35 7 8.4 -0.5
SDOG ALPS Sector Dividend Dogs ETF 0.7 40 2 9.9 +1.0
TMFM Motley Fool Mid-Cap Growth ETF 0.7 85 -43 4.6 -4.2
AIEQ AI Powered Equity ETF 0.7 80 -38 6.5 -2.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -18 8.6 -0.3
GLRY Inspire Faithward Mid Cap Momentum ESG ETF 0.6 85 -43 7.6 -1.3
SVAL iShares US Small Cap Value Factor ETF 0.6 20 22 11.2 +2.4
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.6 20 22 5.0 -3.8
XMLV Invesco S&P MidCap Low Volatility ETF 0.6 25 17 6.9 -2.0
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.6 39 3 7.9 -1.0
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 0.5 60 -18 5.1 -3.8
WGRO WisdomTree U.S. Growth & Momentum Fund 0.5 55 -13 7.8 -1.0
MGMT Ballast Small/Mid Cap ETF 0.5 110 -68 9.6 +0.8
MVPS Amplify Thematic All-Stars ETF 0.5 49 -7 2.3 -6.5
ALFA AlphaClone Alternative Alpha ETF 0.5 65 -23 5.3 -3.5
FFND Future Fund Active ETF 0.5 101 -59 2.5 -6.4
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF 0.4 35 7 7.9 -0.9
PLTL Principal US Small-Cap Adaptive Multi-Factor ETF 0.4 19 23 8.5 -0.4
KONG Formidable Fortress ETF 0.4 89 -47 6.2 -2.7
ERSX ERShares NextGen Entrepreneurs ETF 0.4 75 -33 6.4 -2.4
ZIG The Acquirers Fund 0.4 89 -47 13.9 +5.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.4 38 4 9.3 +0.5
SIXL 6 Meridian Low Beta Equity Strategy ETF 0.4 88 -46 6.1 -2.7
KBWD Invesco KBW High Dividend Yield Financial ETF 0.4 124 -82 12.9 +4.0
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 27 5.9 -3.0
IWO iShares Russell 2000 Growth ETF 0.3 24 18 1.1 -7.8
VTWG Vanguard Russell 2000 Growth Index Fund 0.3 15 27 0.8 -8.1
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -53 2.6 -6.2
IPO Renaissance IPO ETF 0.3 60 -18 18.2 +9.3
OSCV Opus Small Cap Value Plus ETF 0.3 79 -37 6.2 -2.7
SAMT Strategas Macro Thematic Opportunities ETF 0.3 65 -23 3.7 -5.2
KIE SPDR S&P Insurance ETF 0.3 35 7 8.7 -0.1
ACTV LeaderShares Activist Leaders ETF 0.3 75 -33 9.0 +0.1
QMOM Alpha Architect U.S. Quantitative Momentum ETF 0.3 49 -7 5.7 -3.1
FINX Global X FinTech Thematic ETF 0.3 68 -26 6.5 -2.3
FPX First Trust US IPO Index Fund 0.3 57 -15 2.8 -6.1
AIRR First Trust RBA American Industrial Renaissance ETF 0.3 70 -28 7.1 -1.7
SQLV Legg Mason Small-Cap Quality Value 0.3 61 -19 10.4 +1.6
SMDV ProShares Russell 2000 Dividend Growers ETF 0.2 41 1 6.7 -2.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.2 59 -17 14.5 +5.7
MEME Roundhill MEME ETF 0.2 69 -27 -3.9 -12.7
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 30 7.1 -1.8
BFTR Future Innovators ETF 0.2 80 -38 1.4 -7.5
DIV Global X SuperDividend US ETF 0.2 45 -3 6.4 -2.4
DGRS WisdomTree US SmallCap Quality Dividend Growth Fund 0.2 38 4 10.0 +1.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 72 -30 13.1 +4.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.2 63 -21 9.4 +0.5
PSC Principal U.S. Small Cap Index ETF 0.2 38 4 8.0 -0.9
RNSC Small Cap US Equity Select ETF 0.1 60 -18 9.3 +0.5
MILN Global X Millennial Consumer ETF 0.1 50 -8 3.4 -5.4
HHH ETFMG Real Estate Tech ETF 0.1 75 -33 3.8 -5.0
VIDI Vident International Equity Fund 0.1 59 -17 12.9 +4.1
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 17 5.6 -3.3
JMIN JPMorgan U.S. Minimum Volatility ETF 0.1 12 30 6.3 -2.6
MVP Roundhill Pro Sports Media & Apparel ETF 0.1 75 -33 0.0 -8.8
GIGE SoFi Gig Economy ETF 0.1 59 -17 -6.7 -15.5
SAGP Strategas Global Policy Opportunities ETF 0.1 65 -23 7.5 -1.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 33 5.4 -3.4
EES WisdomTree SmallCap Earnings Fund 0.1 38 4 11.0 +2.2
IBLC iShares Blockchain and Tech ETF 0.1 47 -5 1.0 -7.8
GFOF Grayscale Future of Finance ETF 0.1 70 -28 -2.1 -11.0
ARKK ARK Innovation ETF 0.1 75 -33 -6.8 -15.6
ARKW ARK Web x.0 ETF 0.1 83 -41 -15.1 -24.0
NFTZ Defiance Digital Revolution ETF 0.1 45 -3 -20.5 -29.4
ROSC Hartford Multifactor Small Cap ETF 0.1 34 8 11.1 +2.2
AIQ Global X Future Analytics Tech ETF 0.1 68 -26 5.5 -3.4
THNQ ROBO Global Artificial Intelligence ETF 0.1 68 -26 3.5 -5.3
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 68 -26 3.3 -5.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.1 45 -3 2.3 -6.5
GBGR Global Beta Momentum-Growth ETF 0.1 29 13 2.1 -6.8
XITK SPDR FactSet Innovative Technology ETF 0.1 45 -3 -3.6 -12.4
VR Global X Metaverse ETF 0.0 50 -8 5.5 -3.4
METV Roundhill Ball Metaverse ETF 0.0 59 -17 5.0 -3.9
PNQI Invesco NASDAQ Internet ETF 0.0 60 -18 3.5 -5.3
SFYF SoFi 50 ETF 0.0 29 13 -2.8 -11.6
INNO Harbor Disruptive Innovation ETF 0.0 75 -33 -3.7 -12.5
ZGEN Generation Z ETF 0.0 60 -18 -5.9 -14.7
DAPP VanEck Digital Transformation ETF 0.0 50 -8 -42.1 -50.9
BKCH Global X Blockchain ETF 0.0 50 -8 -44.0 -52.8
DAM VanEck Digital Assets Mining ETF 0.0 50 -8 -64.0 -72.9
DEEP Roundhill Acquirers Deep Value ETF 0.0 80 -38 13.6 +4.8
PSCF Invesco S&P SmallCap Financials ETF 0.0 29 13 10.3 +1.5
CSA VictoryShares US Small Cap Volatility Weighted Index ETF 0.0 35 7 8.9 +0.0
TPSC Timothy Plan US Small Cap Core ETF 0.0 52 -10 8.8 -0.1
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 5 37 8.3 -0.6
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 27 8.3 -0.6
IJR iShares Core S&P Small Cap ETF 0.0 6 36 8.2 -0.6
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 32 8.2 -0.6
IJS iShares S&P Small-cap 600 Value ETF 0.0 18 24 8.2 -0.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 27 8.2 -0.6
SLY SPDR S&P 600 Small Cap ETF 0.0 15 27 8.1 -0.7
EWSC Invesco S&P Smallcap 600 Equal Weight ETF 0.0 40 2 7.9 -1.0
SSLY Syntax Stratified SmallCap ETF 0.0 40 2 7.7 -1.2
ISHP First Trust S-Network E-Commerce ETF 0.0 60 -18 4.1 -4.7
CSF VictoryShares US Discovery Enhanced Volatility Weighted Idx 0.0 35 7 8.3 -0.5
XLI Industrial Select Sector SPDR Fund 0.0 10 32 6.4 -2.4
IECS iShares Evolved U.S. Consumer Staples ETF 0.0 18 24 5.7 -3.1
ARB AltShares Merger Arbitrage ETF -1.0 67 -25 7.4 -1.4

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 1.4 x
Less: Expense ratio 42 bp
Equals: ALTAR Score 8.8 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.43 CATEGORY
AVERAGE		 1.49
 
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.