iShares U.S. Consumer Staples ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.5x P/Sales
ratio		 1.0x
P/BV
ratio		 4.0x Div.
yield		 3.0%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
iShares US Consumer Goods Sector 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. Consumer Goods Sector Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Fund Advisors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $1,519
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 56
Wgt avg mkt cap (mns) $170,931
Large cap (>$10bn) 97.4%
Mid cap ($2-10bn) 2.5%
Small cap (<$2bn) 0.1%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROCTER & GAMBLE CO/THE 16.3 %
COCA-COLA CO/THE 11.2 %
PHILIP MORRIS INTERNATIONAL 9.9 %
PEPSICO INC 8.5 %
ALTRIA GROUP INC 4.7 %
MONDELEZ INTERNATIONAL INC-A 4.0 %
MCKESSON CORP 3.9 %
CVS CAREMARK CORP 3.8 %
COLGATE-PALMOLIVE CO 3.4 %
KIMBERLY-CLARK CORP 2.1 %
Total 67.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
7.9% 10.4% 13.7% 9.3% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 0.46 34%
MSCI EAFE 0.53 46%
MSCI Emg. Mkts. 0.34 19%

Technical Indicators
Recent close $71.30
30d moving avg. $69.97
Annualized volatility 13.5%
Short interest (ETF) 1.2%
Short interest (Underlying) 2.8%
Relative strength (RSI) 56

Liquidity measures
Avg. volume (thou.) 325
Turnover 1.5%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $8,362

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 678 potential alternatives to the iShares U.S. Consumer Staples ETF ETF based on the alternatives' overlap in portfolio holdings with IYK. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYK Expense: 40 bp ALTAR Score™: 5.9%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYK
Ticker Fund
Name		 Overlap1
vs IYK
(%)		 Expense
ratio
(bp)		 Savings
vs IYK
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYK
(%)
XLP Consumer Staples Select Sector SPDR Fund 64.0 8 32 5.8 -0.1
VDC Vanguard Consumer Staples ETF 63.7 10 30 5.5 -0.4
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 62.8 8 32 5.5 -0.4
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 45.3 40 0 6.6 +0.7
KXI iShares Global Consumer Staples ETF 41.2 41 -1 5.4 -0.5
FTXG First Trust Nasdaq Food & Beverage ETF 38.0 60 -20 6.5 +0.6
FXG First Trust Consumer Staples AlphaDEX Fund 33.2 63 -23 7.7 +1.8
HDV iShares Core High Dividend ETF 27.4 8 32 6.7 +0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 22.5 27 13 6.1 +0.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 20.7 80 -40 6.9 +1.0
QDIV Global X S&P 500 Quality Dividend ETF 19.0 20 20 8.2 +2.3
PBJ Invesco Food & Beverage ETF 18.7 57 -17 4.9 -1.0
FDL First Trust Morningstar Dividend Leaders Index Fund 18.7 45 -5 9.2 +3.3
VSDA VictoryShares Dividend Accelerator ETF 18.7 35 5 7.0 +1.1
DHS WisdomTree U.S. High Dividend Fund 18.3 38 2 7.8 +1.9
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 16.5 60 -20 5.3 -0.6
EQRR ProShares Equities for Rising Rates ETF 16.2 35 5 8.0 +2.1
NOBL ProShares S&P 500 Dividend Aristocrats ETF 15.9 35 5 5.7 -0.2
SCHD Schwab US Dividend Equity ETF 15.2 6 34 9.4 +3.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 15.2 15 25 7.3 +1.4
EMOT First Trust S&P 500 Economic Moat ETF 15.1 60 -20 6.5 +0.6
DIVZ TrueShares Low Volatility Equity Income ETF 15.0 65 -25 6.6 +0.7
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 14.8 25 15 4.9 -1.0
SDY SPDR S&P Dividend ETF 14.4 35 5 6.2 +0.3
HKND Humankind US Stock ETF 14.4 11 29 7.5 +1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 14.4 18 22 7.2 +1.3
DURA VanEck Durable High Dividend ETF 14.0 29 11 8.5 +2.6
RTH VanEck Retail ETF 13.5 35 5 5.3 -0.6
TMDV ProShares Russell US Dividend Growers ETF 13.5 35 5 4.6 -1.3
ONEY SPDR Russell 1000 Yield Focus ETF 13.4 20 20 9.1 +3.2
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 13.4 35 5 7.7 +1.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 13.4 38 2 7.7 +1.8
RPV Invesco S&P 500 Pure Value ETF 13.3 35 5 10.7 +4.8
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.3 18 22 4.9 -1.0
PWV Invesco Large Cap Value ETF 13.1 55 -15 7.6 +1.7
POWA Invesco Bloomberg Pricing Power ETF 13.1 40 0 5.3 -0.6
FDVV Fidelity High Dividend ETF 13.0 15 25 7.5 +1.6
RWL Invesco S&P 500 Revenue ETF 13.0 39 1 7.0 +1.1
SPLV Invesco S&P 500 Low Volatility ETF 13.0 25 15 4.8 -1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 13.0 30 10 7.4 +1.5
SHRY First Trust Bloomberg Shareholder Yield ETF 13.0 60 -20 7.9 +2.0
ALTL Pacer Lunt Large Cap Alternator ETF 12.8 60 -20 4.6 -1.3
MVAL VanEck Morningstar Wide Moat Value ETF 12.8 49 -9 6.8 +0.9
DIVG Invesco S&P 500 High Dividend Growers ETF 12.8 39 1 5.3 -0.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 12.8 15 25 5.9 +0.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 12.6 7 33 8.2 +2.3
FTCS First Trust Capital Strength ETF 12.3 55 -15 5.2 -0.7
SSPY Syntax Stratified LargeCap ETF 12.2 30 10 6.6 +0.7
SHUS Syntax Stratified U.S. Total Market Hedged ETF 12.2 65 -25 5.4 -0.5
RDIV Invesco S&P Ultra Dividend Revenue ETF 11.9 39 1 10.3 +4.4
SDEP SFP Core Equity Strategy 11.9 10 30 2.8 -3.1
DIVS SmartETFs Dividend Builder ETF 11.9 65 -25 4.9 -1.0
SNPV Xtrackers S&P 500 Value ESG ETF 11.8 15 25 5.4 -0.5
NULV Nuveen ESG Large-Cap Value ETF 11.8 26 14 6.2 +0.3
BGIG Bahl & Gaynor Income Growth ETF 11.7 45 -5 5.4 -0.5
FCPI Fidelity Stocks for Inflation ETF 11.7 15 25 7.8 +1.9
USMV iShares MSCI USA Min Vol Factor ETF 11.4 15 25 5.5 -0.4
MDLV Morgan Dempsey Large Cap Value ETF 11.4 58 -18 7.0 +1.1
EQIN Columbia US Equity Income ETF 11.4 35 5 6.8 +0.9
VFMV Vanguard U.S. Minimum Volatility ETF 11.1 13 27 5.5 -0.4
DLN WisdomTree U.S. LargeCap Dividend Fund 11.0 28 12 5.9 +0.0
SDOG ALPS Sector Dividend Dogs ETF 11.0 36 4 9.3 +3.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.9 15 25 6.4 +0.5
TOKE Cambria Cannabis ETF 10.9 42 -2 1.5 -4.4
ACWV iShares MSCI Global Min Vol Factor ETF 10.8 20 20 5.9 -0.0
VYM Vanguard High Dividend Yield Index ETF 10.7 6 34 7.3 +1.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 10.5 20 20 7.4 +1.5
DTD WisdomTree U.S. Total Dividend Fund 10.5 28 12 6.2 +0.3
TBG TBG Dividend Focus ETF 10.5 59 -19 7.3 +1.4
DEUS Xtrackers Russell US Multifactor ETF 10.4 17 23 6.9 +1.0
DGRO iShares Core Dividend Growth ETF 10.4 8 32 6.6 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 10.4 29 11 6.4 +0.6
SPVU Invesco S&P 500 Enhanced Value ETF 10.3 13 27 10.5 +4.6
DGRW WisdomTree US Quality Dividend Growth Fund 10.2 28 12 5.7 -0.2
VOE Vanguard Mid-Cap Value ETF 10.2 7 33 7.2 +1.3
SPMV Invesco S&P 500 Minimum Variance ETF 10.2 10 30 4.9 -1.0
FVD First Trust Value Line Dividend Index Fund 10.1 65 -25 6.1 +0.2
VICE AdvisorShares Vice ETF 10.0 99 -59 6.2 +0.3
EVUS iShares ESG Aware MSCI USA Value ETF 10.0 18 22 6.0 +0.1
EQWL Invesco S&P 100 Equal Weight ETF 10.0 25 15 6.2 +0.3
SPHQ Invesco S&P 500 Quality ETF 9.9 15 25 5.3 -0.6
MOAT VanEck Morningstar Wide Moat ETF 9.8 46 -6 6.0 +0.1
STXV Strive 1000 Value ETF 9.8 18 22 7.5 +1.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 9.7 24 16 7.6 +1.7
DVY iShares Select Dividend ETF 9.7 38 2 9.2 +3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 9.6 70 -30 4.4 -1.5
DSTL Distillate US Fundamental Stability & Value ETF 9.5 39 1 8.3 +2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 9.4 80 -40 5.7 -0.2
QLV FlexShares US Quality Low Volatility Index Fund 9.2 22 18 5.8 -0.1
WBIY WBI Power Factor High Dividend ETF 9.2 100 -60 13.4 +7.5
VTV Vanguard Value ETF 9.1 4 36 6.9 +1.1
MGV Vanguard Mega Cap Value ETF 9.1 7 33 6.7 +0.8
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.0 15 25 10.0 +4.1
QLTY GMO U.S. Quality ETF 9.0 50 -10 5.0 -0.9
PY Principal Value ETF 8.9 15 25 7.1 +1.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 8.9 35 5 6.1 +0.2
NUDV Nuveen ESG Dividend ETF 8.9 26 14 6.7 +0.8
AUSF Global X Adaptive U.S. Factor ETF 8.7 27 13 9.2 +3.3
SAMT Strategas Macro Thematic Opportunities ETF 8.7 65 -25 3.5 -2.4
QUS SPDR MSCI USA StrategicFactors ETF 8.7 15 25 5.8 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 8.6 20 20 6.6 +0.7
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 8.6 30 10 7.9 +2.0
IUS Invesco RAFI Strategic US ETF 8.6 19 21 7.1 +1.2
VALQ American Century U.S. Quality Value ETF 8.6 29 11 7.6 +1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 8.6 37 3 5.9 +0.0
SCHV Schwab U.S. Large-Cap Value ETF 8.5 4 36 6.8 +0.9
DVND Touchstone Dividend Select ETF 8.5 67 -27 5.7 -0.2
REVS Columbia Research Enhanced Value ETF 8.5 19 21 7.6 +1.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 8.5 7 33 7.4 +1.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.5 60 -20 4.4 -1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 8.4 49 -9 8.7 +2.8
DIVB iShares Core Dividend ETF 8.4 5 35 7.7 +1.8
PFM Invesco Dividend Achievers ETF 8.4 53 -13 5.3 -0.6
CFA VictoryShares US 500 Volatility Wtd ETF 8.3 35 5 6.1 +0.2
VOOV Vanguard S&P 500 Value ETF 8.3 10 30 6.3 +0.4
IVE iShares S&P 500 Value ETF 8.3 18 22 6.2 +0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.3 40 0 6.0 +0.1
SPYV SPDR Portfolio S&P 500 Value ETF 8.2 4 36 6.4 +0.5
IMCV iShares Morningstar Mid-Cap Value ETF 8.2 6 34 7.9 +2.0
FBCV Fidelity Blue Chip Value ETF 8.0 59 -19 7.5 +1.6
IUSV iShares Core S&P US Value ETF 8.0 4 36 6.5 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 7.9 29 11 7.3 +1.4
MOTE VanEck Morningstar ESG Moat ETF 7.9 49 -9 4.9 -1.0
AGQI First Trust Active Global Quality Income ETF 7.9 85 -45 6.6 +0.7
ILCV iShares Morningstar Value ETF 7.9 4 36 6.7 +0.8
DUHP Dimensional US High Profitability ETF 7.9 21 19 6.6 +0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 7.8 52 -12 9.9 +4.0
MODL VictoryShares WestEnd U.S. Sector ETF 7.8 42 -2 5.0 -0.9
BDIV AAM Brentview Dividend Growth ETF 7.8 49 -9 4.3 -1.6
QUVU Hartford Quality Value ETF 7.8 46 -6 7.0 +1.1
ULVM VictoryShares US Value Momentum ETF 7.7 20 20 7.2 +1.3
VIG Vanguard Dividend Appreciation ETF 7.7 6 34 6.0 +0.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.7 15 25 6.4 +0.5
CVAR Cultivar ETF 7.7 87 -47 6.1 +0.2
PRF Invesco FTSE RAFI US 1000 ETF 7.6 39 1 7.0 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.6 50 -10 8.3 +2.4
PAWZ ProShares Pet Care ETF 7.6 50 -10 3.9 -2.0
ONEO SPDR Russell 1000 Momentum Focus ETF 7.6 20 20 6.8 +0.9
FUNL CornerCap Fundametrics Large-Cap ETF 7.5 50 -10 7.3 +1.4
RSP Invesco S&P 500 Equal Weight ETF 7.5 20 20 6.3 +0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 7.4 40 0 6.2 +0.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 7.4 29 11 4.8 -1.1
VLUE iShares MSCI USA Value Factor ETF 7.4 15 25 10.2 +4.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 7.4 38 2 6.2 +0.3
LOWV AB US Low Volatility Equity ETF 7.4 48 -8 5.3 -0.6
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 7.3 12 28 5.0 -0.9
BLCV iShares Large Cap Value Active ETF 7.3 53 -13 7.6 +1.7
IWX iShares Russell Top 200 Value ETF 7.3 20 20 6.4 +0.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.3 20 20 7.8 +1.9
EDOW First Trust Dow 30 Equal Weight ETF 7.2 50 -10 5.3 -0.6
ROUS Hartford Multifactor US Equity ETF 7.2 19 21 7.2 +1.3
FLV American Century Focused Large Cap Value ETF 7.2 42 -2 6.7 +0.8
FTA First Trust Large Cap Value AlphaDEX Fund 7.1 59 -19 9.4 +3.6
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.1 48 -8 6.0 +0.1
VFQY Vanguard U.S. Quality Factor ETF 7.1 13 27 6.6 +0.7
DEW WisdomTree Global High Dividend Fund 7.1 58 -18 7.7 +1.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 7.1 56 -16 2.6 -3.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 7.1 19 21 6.5 +0.6
JEPI JPMorgan Equity Premium Income ETF 7.1 35 5 5.4 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 7.1 12 28 7.2 +1.3
JHDV John Hancock U.S. High Dividend ETF 7.1 34 6 6.3 +0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.0 29 11 6.8 +0.9
CCMG CCM Global Equity ETF 7.0 34 6 8.5 +2.6
INCE Franklin Income Equity Focus ETF 6.8 29 11 5.6 -0.3
EUSA iShares MSCI USA Equal Weighted ETF 6.8 9 31 6.0 +0.1
DIVL Madison Dividend Value ETF 6.8 65 -25 5.4 -0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 6.8 25 15 6.0 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 6.7 75 -35 5.2 -0.7
FNDX Schwab Fundamental US Large Co. Index ETF 6.7 25 15 7.4 +1.5
QWLD SPDR MSCI World StrategicFactors ETF 6.7 30 10 5.9 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 6.7 12 28 6.5 +0.7
RECS Columbia Research Enhanced Core ETF 6.7 15 25 6.2 +0.3
IWD iShares Russell 1000 Value ETF 6.7 19 21 6.5 +0.6
VONV Vanguard Russell 1000 Value ETF 6.7 8 32 6.6 +0.7
COWZ Pacer US Cash Cows 100 ETF 6.7 49 -9 9.5 +3.6
BGDV Bahl & Gaynor Dividend ETF 6.6 45 -5 5.0 -0.9
XHS SPDR S&P Health Care Services ETF 6.6 35 5 3.5 -2.4
SPXT ProShares S&P 500 Ex-Technology ETF 6.6 9 31 5.6 -0.3
SIZE iShares MSCI USA Size Factor ETF 6.5 15 25 5.8 -0.1
ABFL Abacus FCF Leaders ETF 6.5 59 -19 5.8 -0.1
QLC FlexShares US Quality Large Cap Index Fund 6.5 25 15 5.9 -0.0
ICAP InfraCap Equity Income Fund ETF 6.5 171 -131 5.2 -0.7
FDRR Fidelity Dividend ETF for Rising Rates 6.5 15 25 7.6 +1.7
NANC Unusual Whales Subversive Democratic Trading ETF 6.4 75 -35 4.2 -1.7
FNDB Schwab Fundamental US Broad Market Index ETF 6.4 25 15 7.3 +1.4
GVLU Gotham 1000 Value ETF 6.3 50 -10 9.1 +3.2
ZECP Zacks Earnings Consistent Portfolio ETF 6.3 55 -15 4.9 -1.0
IMCB iShares Morningstar Mid-Cap ETF 6.3 4 36 6.0 +0.1
CGDV Capital Group Dividend Value ETF 6.3 33 7 4.9 -1.0
XMAG Defiance Large Cap ex-Mag 7 ETF 6.3 35 5 4.6 -1.3
SUSA iShares MSCI USA ESG Select ETF 6.3 25 15 5.0 -0.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.3 32 8 5.2 -0.7
QDF FlexShares Quality Dividend Index Fund 6.2 37 3 6.2 +0.3
VO Vanguard Mid-Cap ETF 6.2 4 36 5.6 -0.3
SWP SWP Growth & Income ETF 6.2 99 -59 4.6 -1.3
GSPY Gotham Enhanced 500 ETF 6.2 50 -10 5.5 -0.4
ACVF American Conservative Values ETF 6.1 75 -35 4.5 -1.4
NULC Nuveen ESG Large-Cap ETF 6.1 21 19 5.0 -0.9
FQAL Fidelity Quality Factor ETF 6.0 15 25 5.9 0.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.0 9 31 6.1 +0.2
HAPI Harbor Human Capital Factor US Large Cap ETF 6.0 36 4 5.1 -0.8
RSPH Invesco S&P 500 Equal Weight Health Care ETF 6.0 40 0 7.5 +1.7
LRGF iShares U.S. Equity Factor ETF 5.9 8 32 5.8 -0.1
FLRG Fidelity U.S. Multifactor ETF 5.9 15 25 7.1 +1.2
QNXT iShares Nasdaq-100 ex Top 30 ETF 5.9 20 20 4.5 -1.4
HDUS Hartford Disciplined US Equity ETF 5.9 19 21 5.9 -0.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 5.8 5 35 7.1 +1.2
GDIV Harbor Dividend Growth Leaders ETF 5.8 50 -10 5.2 -0.7
TXS Texas Capital Texas Equity Index ETF 5.8 49 -9 5.1 -0.8
PPH VanEck Pharmaceutical ETF 5.8 36 4 9.8 +3.9
DFVX Dimensional US Large Cap Vector ETF 5.8 22 18 6.6 +0.7
VFMF Vanguard U.S. Multifactor ETF 5.8 18 22 8.5 +2.6
DSI iShares MSCI KLD 400 Social ETF 5.8 25 15 5.2 -0.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.7 10 30 5.4 -0.5
HLGE Hartford Longevity Economy ETF 5.7 44 -4 5.5 -0.4
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.3 +0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.7 10 30 5.3 -0.6
ROE Astoria US Quality Kings ETF 5.6 49 -9 7.0 +1.1
SUSL iShares ESG MSCI USA Leaders ETF 5.6 10 30 5.3 -0.6
MBOX Freedom Day Dividend ETF 5.6 39 1 7.4 +1.5
FEX First Trust Large Cap Core AlphaDEX Fund 5.6 59 -19 6.5 +0.6
DIV Global X SuperDividend US ETF 5.6 45 -5 10.1 +4.2
QVML Invesco S&P 500 QVM Multi-factor ETF 5.5 11 29 5.4 -0.5
IWS iShares Russell Mid-Cap Value ETF 5.5 23 17 6.5 +0.6
SXQG ETC 6 Meridian Quality Growth ETF 5.5 100 -60 4.6 -1.3
SPXN ProShares S&P 500 Ex-Financials ETF 5.5 9 31 5.0 -0.9
USMF WisdomTree U.S. Multifactor Fund 5.5 28 12 6.7 +0.8
TPHD Timothy Plan High Dividend Stock ETF 5.4 52 -12 6.9 +1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 5.4 54 -14 6.9 +1.0
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.4 79 -39 5.2 -0.7
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.4 65 -25 3.0 -2.9
YALL God Bless America ETF 5.4 65 -25 4.3 -1.6
VSLU Applied Finance Valuation Large Cap ETF 5.4 49 -9 5.9 -0.0
SPDV AAM S&P 500 High Dividend Value ETF 5.4 29 11 9.8 +4.0
LYLD Cambria Large Cap Shareholder Yield ETF 5.4 59 -19 9.8 +3.9
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.4 35 5 4.5 -1.4
GINX SGI Enhanced Global Income ETF 5.4 98 -58 7.3 +1.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 5.3 60 -20 4.7 -1.2
HLAL Wahed FTSE USA Shariah ETF 5.3 50 -10 5.2 -0.7
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.3 58 -18 4.3 -1.6
SMOT VanEck Morningstar SMID Moat ETF 5.3 49 -9 7.1 +1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 5.3 80 -40 4.7 -1.2
MGRO VanEck Morningstar Wide Moat Growth ETF 5.2 49 -9 4.7 -1.2
AIEQ AI Powered Equity ETF 5.2 75 -35 4.1 -1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 5.2 9 31 5.6 -0.3
ACSI American Customer Satisfaction ETF 5.2 65 -25 5.2 -0.7
DFLV Dimensional US Large Cap Value ETF 5.2 22 18 8.2 +2.3
STXD Strive 1000 Dividend Growth ETF 5.1 35 5 5.0 -0.9
EPS WisdomTree U.S. LargeCap Fund 5.1 8 32 6.1 +0.2
LVOL American Century Low Volatility ETF 5.0 29 11 4.4 -1.5
SMRI Bushido Capital US Equity ETF 5.0 71 -31 9.9 +4.0
IWR iShares Russell Midcap ETF 5.0 19 21 5.8 -0.1
FDLO Fidelity Low Volatility Factor ETF 5.0 15 25 5.4 -0.5
ESGU iShares ESG Aware MSCI USA ETF 5.0 15 25 5.1 -0.8
NUMV Nuveen ESG Mid-Cap Value ETF 5.0 31 9 6.4 +0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 5.0 60 -20 1.2 -4.7
JHML John Hancock Multifactor Large Cap ETF 5.0 29 11 5.6 -0.3
OALC OneAscent Large Cap Core ETF 4.9 86 -46 4.6 -1.3
LQPE PEO AlphaQuest Thematic PE ETF 4.9 125 -85 6.9 +1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.9 9 31 5.0 -0.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 4.9 75 -35 7.6 +1.7
MAGA Point Bridge America First ETF 4.8 72 -32 6.5 +0.6
SPVM Invesco S&P 500 Value with Momentum ETF 4.8 39 1 8.5 +2.6
AFLG First Trust Active Factor Large Cap ETF 4.8 55 -15 6.2 +0.3
YLDE ClearBridge Dividend Strategy ESG ETF 4.8 60 -20 5.4 -0.5
FLOW Global X U.S. Cash Flow Kings 100 ETF 4.8 25 15 9.9 +4.0
LCF Touchstone US Large Cap Focused ETF 4.7 69 -29 4.6 -1.3
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 6.8 +0.9
SPXE ProShares S&P 500 Ex-Energy ETF 4.7 9 31 4.7 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 4.7 67 -27 10.1 +4.2
VFVA Vanguard U.S. Value Factor ETF 4.7 13 27 11.7 +5.8
SNPE Xtrackers S&P 500 ESG ETF 4.7 10 30 5.4 -0.5
KRMA Global X Conscious Companies ETF 4.7 43 -3 6.1 +0.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.7 20 20 5.0 -0.9
SPXV ProShares S&P 500 Ex-Health Care ETF 4.7 9 31 4.4 -1.5
BKWO BNY Mellon Women's Opportunities ETF 4.6 50 -10 4.0 -1.9
IVV iShares Core S&P 500 ETF 4.6 3 37 5.3 -0.6
VOO Vanguard S&P 500 ETF 4.6 3 37 5.3 -0.6
SPLG SPDR Portfolio S&P 500 ETF 4.5 2 38 5.3 -0.6
JAVA JPMorgan Active Value ETF 4.5 44 -4 6.3 +0.4
SPY SPDR S&P 500 ETF Trust 4.5 9 31 5.2 -0.7
PBUS Invesco MSCI USA ETF 4.5 4 36 5.2 -0.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.5 20 20 5.3 -0.6
DFAU Dimensional US Core Equity Market ETF 4.5 12 28 5.5 -0.4
DUSA Davis Select U.S. Equity ETF 4.5 61 -21 8.2 +2.4
COWS Amplify Cash Flow Dividend Leaders ETF 4.5 0 40 12.7 +6.8
JGRW Jensen Quality Growth ETF 4.5 57 -17 4.6 -1.3
FLDZ RiverNorth Patriot ETF 4.5 75 -35 5.9 +0.1
DCOR Dimensional US Core Equity 1 ETF 4.5 14 26 5.8 -0.1
IMCG iShares Morningstar Mid-Cap Growth ETF 4.5 6 34 4.1 -1.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.5 7 33 5.2 -0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 4.4 52 -12 5.6 -0.3
VOTE TCW Transform 500 ETF 4.4 5 35 5.2 -0.7
OEF iShares S&P 100 ETF 4.4 20 20 5.1 -0.8
ILCB iShares Morningstar U.S. Equity ETF 4.4 3 37 5.2 -0.7
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 4.4 58 -18 5.6 -0.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 4.4 14 26 5.2 -0.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.4 2 38 5.3 -0.6
IWB iShares Russell 1000 ETF 4.4 15 25 5.2 -0.7
DFAC Dimensional U.S. Core Equity 2 ETF 4.4 17 23 6.0 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 4.4 29 11 5.1 -0.8
BKLC BNY Mellon US Large Cap Core Equity ETF 4.4 0 40 5.3 -0.6
VV Vanguard Large-Cap ETF 4.4 4 36 5.2 -0.7
VONE Vanguard Russell 1000 ETF 4.4 8 32 5.3 -0.6
CZAR Themes Natural Monopoly ETF 4.4 35 5 2.8 -3.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.4 11 29 5.2 -0.7
STRV Strive 500 ETF 4.4 5 35 5.2 -0.7
DFUS Dimensional U.S. Equity ETF 4.3 9 31 5.3 -0.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.3 3 37 5.5 -0.4
IOO iShares Global 100 ETF 4.3 41 -1 5.4 -0.5
IYY iShares Dow Jones U.S. ETF 4.3 20 20 5.1 -0.8
SCHX Schwab U.S. Large-Cap ETF 4.3 3 37 5.3 -0.6
DFUV Dimensional US Marketwide Value ETF 4.3 22 18 8.1 +2.2
JVAL JPMorgan U.S. Value Factor ETF 4.3 12 28 8.5 +2.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 4.3 15 25 5.1 -0.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.3 55 -15 4.2 -1.7
JMOM JPMorgan U.S. Momentum Factor ETF 4.3 12 28 4.8 -1.1
JQUA JPMorgan U.S. Quality Factor ETF 4.3 12 28 6.0 +0.1
KLMN Invesco MSCI North America Climate ETF 4.3 9 31 5.3 -0.6
DGT SPDR Global Dow ETF 4.3 50 -10 7.5 +1.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.3 7 33 5.2 -0.7
SHE SPDR MSCI USA Gender Diversity ETF 4.3 20 20 5.2 -0.7
RVRB Reverb ETF 4.3 30 10 3.7 -2.2
LEAD Siren DIVCON Leaders Dividend ETF 4.3 43 -3 4.6 -1.3
USCL iShares Climate Conscious & Transition MSCI USA ETF 4.3 8 32 5.3 -0.6
SCHK Schwab 1000 Index ETF 4.3 5 35 5.3 -0.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.2 45 -5 4.9 -1.0
IWL iShares Russell Top 200 ETF 4.2 15 25 5.1 -0.8
HAP VanEck Natural Resources ETF 4.2 50 -10 10.0 +4.2
BOUT Innovator IBD Breakout Opportunities ETF 4.2 81 -41 4.8 -1.1
IWV iShares Russell 3000 ETF 4.2 20 20 5.0 -0.9
VTHR Vanguard Russell 3000 ETF 4.2 10 30 5.2 -0.7
IPDP Dividend Performers ETF 4.2 122 -82 5.0 -0.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.2 75 -35 3.7 -2.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.2 3 37 5.2 -0.7
VTI Vanguard Total Stock Market ETF 4.2 3 37 5.2 -0.7
XVV iShares ESG Screened S&P 500 ETF 4.1 8 32 5.1 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 4.1 18 22 5.8 -0.1
GCOW Pacer Global Cash Cows Dividend ETF 4.1 60 -20 10.9 +5.0
SCHB Schwab U.S. Broad Market ETF 4.1 3 37 5.3 -0.6
CGDG Capital Group Dividend Growers ETF 4.1 47 -7 6.3 +0.4
ESGV Vanguard ESG U.S. Stock ETF 4.1 9 31 5.0 -0.9
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 4.1 25 15 5.9 -0.0
MGC Vanguard Mega Cap ETF 4.0 7 33 5.1 -0.8
XLG Invesco S&P 500 Top 50 ETF 4.0 20 20 5.1 -0.8
ZIG Acquirers Fund 4.0 84 -44 20.3 +14.4
XLV Health Care Select Sector SPDR Fund 4.0 8 32 7.0 +1.1
JHMM John Hancock Multifactor Mid Cap ETF 4.0 42 -2 6.5 +0.6
MOTG VanEck Morningstar Global Wide Moat ETF 4.0 52 -12 6.7 +0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 4.0 4 36 6.1 +0.2
MOO VanEck Agribusiness ETF 3.9 53 -13 10.8 +5.0
THRO iShares U.S. Thematic Rotation Active ETF 3.9 90 -50 4.4 -1.5
WLDR Affinity World Leaders Equity ETF 3.9 67 -27 8.3 +2.4
IEDI iShares U.S. Consumer Focused ETF 3.9 18 22 5.3 -0.6
EZM WisdomTree U.S. MidCap Fund 3.9 38 2 9.3 +3.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.9 85 -45 8.7 +2.8
QUAL iShares MSCI USA Quality Factor ETF 3.9 15 25 5.3 -0.6
VEGI iShares MSCI Agriculture Producers ETF 3.9 39 1 8.8 +2.9
CHGX AXS Change Finance ESG ETF 3.9 49 -9 5.3 -0.6
USMC Principal U.S. Mega-Cap ETF 3.9 12 28 5.0 -0.9
STXM Strive Mid-Cap ETF 3.9 18 22 3.6 -2.3
KROP Global X AgTech & Food Innovation ETF 3.8 50 -10 7.0 +1.2
GQQQ Astoria US Quality Growth Kings ETF 3.8 35 5 5.6 -0.3
USSE Segall Bryant & Hamill Select Equity ETF 3.8 65 -25 4.4 -1.5
APUE ActivePassive U.S. Equity ETF 3.8 45 -5 4.9 -1.0
IHF iShares U.S. Healthcare Providers ETF 3.8 40 0 7.0 +1.1
DWLD Davis Select Worldwide ETF 3.7 63 -23 7.8 +1.9
DON WisdomTree U.S. MidCap Dividend Fund 3.7 38 2 8.3 +2.4
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.6 46 -6 10.4 +4.5
VNSE Natixis Vaughan Nelson Select ETF 3.6 80 -40 5.3 -0.6
PEXL Pacer US Export Leaders ETF 3.6 60 -20 5.4 -0.5
ADME Aptus Drawdown Managed Equity ETF 3.6 79 -39 4.3 -1.6
IWP iShares Russell Mid-Cap Growth ETF 3.5 23 17 3.7 -2.2
DIA SPDR Dow Jones Industrial Average ETF Trust 3.5 16 24 5.7 -0.2
LRGC AB US Large Cap Strategic Equities ETF 3.5 48 -8 4.8 -1.1
BEEX BeeHive ETF 3.5 84 -44 4.7 -1.2
VHT Vanguard Health Care ETF 3.5 10 30 5.7 -0.2
FDMO Fidelity Momentum Factor ETF 3.5 15 25 4.1 -1.8
LST Leuthold Select Industries ETF 3.5 91 -51 6.1 +0.2
GNR SPDR S&P Global Natural Resources ETF 3.5 40 0 11.4 +5.5
NANR SPDR S&P North American Natural Resources ETF 3.5 35 5 8.4 +2.5
QVAL Alpha Architect US Quantitative Value ETF 3.4 39 1 10.3 +4.4
PSET Principal Quality ETF 3.4 15 25 5.7 -0.2
USCF Themes US Cash Flow Champions ETF 3.4 29 11 6.6 +0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 3.4 9 31 5.5 -0.4
RWK Invesco S&P MidCap 400 Revenue ETF 3.4 39 1 10.2 +4.3
RNMC First Trust Mid Cap US Equity Select ETF 3.4 60 -20 7.0 +1.1
FSCS First Trust SMID Capital Strength ETF 3.4 60 -20 6.4 +0.5
GLOF iShares Global Equity Factor ETF 3.4 20 20 6.8 +0.9
TOK iShares MSCI Kokusai ETF 3.4 26 14 5.2 -0.7
FVAL Fidelity Value Factor ETF 3.4 15 25 7.3 +1.4
FHLC Fidelity MSCI Health Care Index ETF 3.4 8 32 5.9 +0.0
VFLO VictoryShares Free Cash Flow ETF 3.3 39 1 10.7 +4.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.3 15 25 7.3 +1.4
SCHM Schwab U.S. Mid-Cap ETF 3.3 4 36 6.7 +0.8
FFLC Fidelity Fundamental Large Cap Core ETF 3.3 38 2 4.9 -1.0
MDY SPDR S&P Midcap 400 ETF Trust 3.3 24 16 7.2 +1.3
IJH iShares Core S&P Mid-Cap ETF 3.3 5 35 7.4 +1.5
PKW Invesco Buyback Achievers ETF 3.3 62 -22 8.0 +2.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 -25 5.0 -0.9
WTV WisdomTree US Value Fund of Benef Interest 3.2 12 28 9.5 +3.6
KOCG FIS Knights of Columbus Global Belief ETF 3.2 75 -35 5.4 -0.5
SFY SoFi Select 500 ETF 3.2 0 40 4.8 -1.1
XRT SPDR S&P Retail ETF 3.2 35 5 9.6 +3.7
DEMZ Democratic Large Cap Core ETF 3.2 45 -5 4.6 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 3.2 15 25 5.7 -0.2
CCNR ALPS CoreCommodity Natural Resources ETF 3.2 39 1 11.0 +5.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.2 9 31 6.1 +0.2
WDNA WisdomTree BioRevolution Fund 3.2 45 -5 0.0 -5.9
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 3.2 3 37 7.4 +1.5
URTH iShares MSCI World ETF 3.2 24 16 5.5 -0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.2 20 20 6.0 +0.1
TTAC FCF US Quality ETF 3.2 59 -19 6.1 +0.2
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 25 6.4 +0.5
HAPY Harbor Human Capital Factor Unconstrained ETF 3.1 50 -10 3.4 -2.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 3.1 12 28 4.8 -1.1
WDIV SPDR S&P Global Dividend ETF 3.0 40 0 9.6 +3.8
IJJ iShares S&P Mid-Cap 400 Value ETF 3.0 18 22 8.6 +2.8
AVUS Avantis U.S. Equity ETF 3.0 15 25 6.3 +0.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 3.0 15 25 4.3 -1.6
MDYV SPDR S&P 400 Mid Cap Value ETF 3.0 15 25 8.7 +2.8
ABEQ Absolute Select Value ETF 3.0 85 -45 4.9 -1.0
QQQ Invesco QQQ Trust Series I 3.0 20 20 4.6 -1.3
MTUM iShares MSCI USA Momentum Factor ETF 2.9 15 25 3.9 -2.0
KLMT Invesco MSCI Global Climate 500 ETF 2.9 10 30 6.1 +0.2
VBR Vanguard Small Cap Value ETF 2.9 7 33 8.5 +2.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.9 12 28 4.5 -1.4
ECML Euclidean Fundamental Value ETF 2.9 95 -55 13.1 +7.3
QQQM Invesco NASDAQ 100 ETF 2.9 15 25 4.6 -1.3
IVOO Vanguard S&P Mid-Cap 400 ETF 2.9 10 30 7.3 +1.4
IXJ iShares Global Healthcare ETF 2.9 42 -2 6.6 +0.7
DFAT Dimensional U.S. Targeted Value ETF 2.9 28 12 10.0 +4.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 -9 4.9 -1.0
IVEG iShares Emergent Food and AgTech Multisector ETF 2.8 47 -7 8.5 +2.6
PTL Inspire 500 ETF 2.8 9 31 5.4 -0.5
ACWI iShares MSCI ACWI ETF 2.8 32 8 6.0 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 2.8 12 28 7.0 +1.1
EATZ AdvisorShares Restaurant ETF 2.8 101 -61 5.7 -0.2
ANEW ProShares MSCI Transformational Changes ETF 2.8 45 -5 7.0 +1.2
KONG Formidable Fortress ETF 2.8 89 -49 5.7 -0.2
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.8 7 33 6.2 +0.3
ITAN Sparkline Intangible Value ETF 2.8 50 -10 6.5 +0.6
FMDE Fidelity Enhanced Mid Cap ETF 2.8 23 17 5.8 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.7 59 -19 2.8 -3.1
JPEF JPMorgan Equity Focus ETF 2.7 50 -10 4.5 -1.4
TOGA Tremblant Global ETF 2.7 69 -29 2.5 -3.4
VT Vanguard Total World Stock ETF 2.6 7 33 6.3 +0.4
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.6 49 -9 4.7 -1.2
SFYX SoFi Next 500 ETF 2.6 0 40 3.6 -2.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.6 15 25 8.7 +2.8
INRO iShares U.S. Industry Rotation Active ETF 2.6 42 -2 4.1 -1.8
SRHQ SRH U.S. Quality ETF 2.6 35 5 7.6 +1.7
BFOR ALPS Barron's 400 ETF 2.5 65 -25 6.2 +0.3
KRUZ Unusual Whales Subversive Republican Trading ETF 2.5 75 -35 6.0 +0.1
VB Vanguard Small-Cap ETF 2.5 5 35 5.7 -0.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.5 15 25 5.8 -0.1
JGRO JPMorgan Active Growth ETF 2.5 44 -4 3.9 -2.0
VUSE Vident U.S. Equity Strategy ETF 2.5 50 -10 4.8 -1.1
TOPT iShares Top 20 U.S. Stocks ETF 2.4 20 20 4.7 -1.2
QQMG Invesco ESG NASDAQ 100 ETF 2.4 20 20 4.6 -1.3
SPGP Invesco S&P 500 GARP ETF 2.4 34 6 9.6 +3.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.4 50 -10 4.3 -1.6
FSST Fidelity Sustainable U.S. Equity ETF 2.4 59 -19 4.4 -1.5
TMFX Motley Fool Next Index ETF 2.4 50 -10 3.2 -2.7
IWF iShares Russell 1000 Growth ETF 2.3 19 21 4.8 -1.1
VONG Vanguard Russell 1000 Growth ETF 2.3 8 32 4.9 -1.0
ETHO Etho Climate Leadership U.S. ETF 2.3 47 -7 5.5 -0.4
PDP Invesco Dorsey Wright Momentum ETF 2.3 62 -22 3.6 -2.3
OPTZ Optimize Strategy Index ETF 2.3 50 -10 5.3 -0.6
BRIF FIS Bright Portfolios Focused Equity ETF 2.3 65 -25 4.9 -1.0
PEJ Invesco Leisure and Entertainment ETF 2.3 58 -18 1.2 -4.7
EATV VegTech Plant-based Innovation & Climate ETF 2.3 75 -35 5.4 -0.5
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 27 3.4 -2.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.3 24 16 7.6 +1.7
IVRA Invesco Real Assets ESG ETF 2.3 59 -19 3.5 -2.4
ESGG FlexShares STOXX Global ESG Select Index Fund 2.3 42 -2 5.4 -0.5
FTWO Strive FAANG 2.0 ETF 2.3 49 -9 5.1 -0.8
FELC Fidelity Enhanced Large Cap Core ETF 2.3 18 22 5.6 -0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -12 6.5 +0.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 2.2 17 23 5.7 -0.2
SAGP Strategas Global Policy Opportunities ETF 2.2 65 -25 5.3 -0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 2.2 30 10 5.0 -0.9
UDI USCF Dividend Income Fund 2.2 65 -25 6.5 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 2.2 60 -20 8.2 +2.3
IWY iShares Russell Top 200 Growth ETF 2.2 20 20 4.9 -1.0
ISCV iShares Morningstar Small Cap Value ETF 2.1 6 34 8.4 +2.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.1 15 25 4.7 -1.2
SYNB Putnam BioRevolution ETF 2.1 70 -30 3.2 -2.7
PBW Invesco WilderHill Clean Energy ETF 2.1 66 -26 -6.0 -11.9
STXG Strive 1000 Growth ETF 2.0 18 22 4.2 -1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.0 49 -9 4.3 -1.6
FSMD Fidelity Small-Mid Multifactor ETF 2.0 15 25 7.0 +1.1
XMLV Invesco S&P MidCap Low Volatility ETF 2.0 25 15 6.0 +0.2
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -20 6.3 +0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.0 20 20 5.3 -0.6
IPO Renaissance IPO ETF 2.0 60 -20 4.9 -1.0
FPX First Trust US Equity Opportunities ETF 2.0 61 -21 1.3 -4.6
PRAY FIS Christian Stock Fund 1.9 69 -29 5.5 -0.4
QTOP iShares Nasdaq Top 30 Stocks ETF 1.9 20 20 4.8 -1.1
AVLV Avantis U.S. Large Cap Value ETF 1.9 15 25 8.1 +2.2
VBK Vanguard Small-Cap Growth ETF 1.9 7 33 1.7 -4.2
CWS AdvisorShares Focused Equity ETF 1.9 84 -44 4.9 -1.0
PTH Invesco Dorsey Wright Healthcare Momentum ETF 1.9 60 -20 -2.9 -8.8
FTDS First Trust Dividend Strength ETF 1.9 70 -30 7.8 +2.0
XMVM Invesco S&P MidCap Value with Momentum ETF 1.9 39 1 9.7 +3.8
FMAT Fidelity MSCI Materials Index ETF 1.9 8 32 6.5 +0.6
HELX Franklin Genomic Advancements ETF 1.9 50 -10 0.1 -5.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 1.9 75 -35 -0.5 -6.3
FTAG First Trust Indxx Global Agriculture ETF 1.9 70 -30 8.1 +2.2
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.9 60 -20 6.4 +0.5
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.9 40 0 7.8 +1.9
XLB Materials Select Sector SPDR Fund 1.9 8 32 6.2 +0.3
USRD Themes US R&D Champions ETF 1.9 29 11 5.6 -0.3
VAW Vanguard Materials ETF 1.9 10 30 6.4 +0.5
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.9 56 -16 12.6 +6.7
SYLD Cambria Shareholder Yield ETF 1.8 59 -19 11.9 +6.0
FNK First Trust Mid Cap Value AlphaDEX Fund 1.8 70 -30 12.3 +6.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.8 17 23 6.0 +0.1
RFV Invesco S&P Midcap 400 Pure Value ETF 1.8 35 5 14.1 +8.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.8 64 -24 2.4 -3.5
SPMO Invesco S&P 500 Momentum ETF 1.8 13 27 4.2 -1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.8 15 25 6.0 +0.1
MXI iShares Global Materials ETF 1.8 41 -1 8.0 +2.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.8 15 25 6.0 +0.1
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.8 80 -40 6.0 +0.2
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 1.8 65 -25 4.0 -1.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.8 49 -9 2.2 -3.7
JOET Virtus Terranova US Quality Momentum ETF 1.8 29 11 5.0 -0.9
ONEQ Fidelity Nasdaq Composite Index ETF 1.7 21 19 4.3 -1.6
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.7 30 10 7.0 +1.1
CGUS Capital Group Core Equity ETF 1.7 33 7 4.6 -1.3
HRTS Tema GLP-1 Obesity & Cardiometabolic ETF 1.7 75 -35 0.9 -5.0
SMMD iShares Russell 2500 ETF 1.7 15 25 6.2 +0.3
JSTC Adasina Social Justice All Cap Global ETF 1.7 89 -49 4.5 -1.4
ISCB iShares Morningstar Small-Cap ETF 1.7 4 36 5.6 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.6 15 25 4.3 -1.6
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 5.3 -0.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.6 60 -20 7.1 +1.2
MEDI Harbor Health Care ETF 1.5 80 -40 -1.6 -7.5
USVM VictoryShares US Small Mid Cap Value Momentum ETF 1.5 25 15 7.8 +1.9
USXF iShares ESG Advanced MSCI USA ETF 1.5 10 30 4.9 -1.0
CGGO Capital Group Global Growth Equity ETF 1.5 47 -7 5.0 -0.9
RFFC ALPS Active Equity Opportunity ETF 1.5 48 -8 4.5 -1.4
COPY Tweedy, Browne Insider + Value ETF 1.5 80 -40 12.6 +6.7
VXF Vanguard Extended Market ETF 1.4 6 34 4.5 -1.4
BLES Inspire Global Hope ETF 1.4 61 -21 6.8 +1.0
FFND Future Fund Active ETF 1.4 100 -60 4.7 -1.2
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -32 5.9 -0.0
FDG American Century Focused Dynamic Growth ETF 1.4 45 -5 2.4 -3.5
FDLS Inspire Fidelis Multi Factor ETF 1.4 76 -36 5.8 -0.1
XMMO Invesco S&P MidCap Momentum ETF 1.3 34 6 5.6 -0.3
TAX Cambria Tax Aware ETF 1.3 49 -9 5.4 -0.5
LRGE ClearBridge Large Cap Growth ESG ETF 1.3 59 -19 4.0 -1.9
VOT Vanguard Mid-Cap Growth ETF 1.3 7 33 3.7 -2.2
AFMC First Trust Active Factor Mid Cap ETF 1.2 65 -25 8.2 +2.3
DFAS Dimensional U.S. Small Cap ETF 1.2 26 14 6.9 +1.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.2 60 -20 6.4 +0.5
WCEO Hypatia Women CEO ETF 1.2 85 -45 -1.3 -7.2
ISCG iShares Morningstar Small-Cap Growth ETF 1.2 6 34 2.7 -3.2
ILCG iShares Morningstar Growth ETF 1.1 4 36 4.1 -1.8
SMLF iShares U.S. SmallCap Equity Factor ETF 1.1 15 25 6.0 +0.1
AESR Anfield U.S. Equity Sector Rotation ETF 1.1 108 -68 3.7 -2.2
STXK Strive Small-Cap ETF 1.1 18 22 5.5 -0.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.1 15 25 5.7 -0.2
HART IQ Healthy Hearts ETF 1.1 45 -5 6.6 +0.7
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 1.1 60 -20 4.0 -1.9
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.9 +5.0
XMHQ Invesco S&P MidCap Quality ETF 1.0 25 15 7.1 +1.2
MDCP VictoryShares THB Mid Cap ESG ETF 1.0 55 -15 5.6 -0.3
RNSC Furst Trust Small Cap US Equity Select ETF 1.0 60 -20 6.7 +0.8
BUZZ VanEck Social Sentiment ETF 1.0 75 -35 -1.3 -7.1
FOVL iShares Focused Value Factor ETF 1.0 25 15 10.1 +4.2
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.0 85 -45 3.9 -2.0
DFSV Dimensional US Small Cap Value ETF 1.0 31 9 10.9 +5.0
IUSG iShares Core S&P U.S. Growth ETF 1.0 4 36 4.7 -1.2
GLBL Pacer MSCI World Industry Advantage ETF 1.0 65 -25 5.0 -0.9
LCLG Logan Capital Broad Innovative Growth ETF 1.0 99 -59 4.6 -1.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.0 48 -8 8.3 +2.4
ARB AltShares Merger Arbitrage ETF 1.0 77 -37 4.0 -1.9
GVIP Goldman Sachs Hedge Industry VIP ETF 1.0 45 -5 3.8 -2.1
SFYF SoFi Social 50 ETF 0.9 29 11 0.0 -5.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -20 5.3 -0.6
VOOG Vanguard S&P 500 Growth ETF 0.9 10 30 4.6 -1.3
IVW iShares S&P 500 Growth ETF 0.9 18 22 4.5 -1.4
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.7 -1.2
TMFC Motley Fool 100 Index ETF 0.9 50 -10 4.1 -1.8
QOWZ Invesco Nasdaq Free Cash Flow Achievers ETF 0.9 39 1 4.1 -1.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 0.9 10 30 3.3 -2.6
JHSC John Hancock Multifactor Small Cap ETF 0.8 42 -2 6.9 +1.0
DSMC Distillate Small/Mid Cash Flow ETF 0.8 55 -15 13.5 +7.6
FDWM Fidelity Women's Leadership ETF 0.8 59 -19 3.2 -2.7
TIME Clockwise Core Equity & Innovation ETF 0.8 95 -55 8.1 +2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -25 8.6 +2.7
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 0.8 40 0 7.0 +1.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.8 4 36 4.4 -1.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 4.2 -1.7
RND First Trust Bloomberg R&D Leaders ETF 0.7 60 -20 3.0 -2.9
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 26 6.7 +0.8
JGLO JPMorgan Global Select Equity ETF 0.7 33 7 5.1 -0.8
LGRO Level Four Large Cap Growth Active ETF 0.7 55 -15 4.1 -1.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -30 2.8 -3.1
GLRY Inspire Faithward Mid Cap Momentum ETF 0.7 80 -40 6.6 +0.7
OSCV Opus Small Cap Value ETF 0.7 79 -39 6.7 +0.8
SMAP Amplify Small-Mid Cap Equity ETF 0.7 60 -20 1.3 -4.6
SCHA Schwab U.S. Small-Cap ETF 0.7 4 36 5.3 -0.6
GURU Global X Guru Index ETF 0.6 75 -35 4.2 -1.7
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 36 5.9 +0.0
QGRO American Century U.S. Quality Growth ETF 0.6 29 11 3.8 -2.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 15 6.6 +0.7
ISMD Inspire Small/Mid Cap ETF 0.6 54 -14 4.7 -1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.6 39 1 4.0 -1.9
BIBL Inspire 100 ETF 0.6 35 5 4.7 -1.2
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.5 60 -20 5.7 -0.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 5 4.7 -1.2
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.5 42 -2 5.5 -0.4
CGGR Capital Group Growth ETF 0.5 39 1 3.7 -2.2
TMFM Motley Fool Mid-Cap Growth ETF 0.5 85 -45 3.7 -2.2
FFTY Innovator IBD 50 ETF 0.5 80 -40 -2.5 -8.4
VAMO Cambria Value & Momentum ETF 0.5 61 -21 6.8 +1.0
VUG Vanguard Growth ETF 0.5 4 36 4.3 -1.6
QGRW WisdomTree U.S. Quality Growth Fund 0.5 28 12 4.7 -1.2
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 5.1 -0.8
TPSC Timothy Plan US Small Cap Core ETF 0.5 52 -12 7.2 +1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 0.4 35 5 5.8 -0.1
BUL Pacer US Cash Cows Growth ETF 0.4 60 -20 6.7 +0.9
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 3.7 -2.2
PINK Simplify Health Care ETF 0.4 50 -10 0.9 -5.0
VEGN US Vegan Climate ETF 0.4 60 -20 4.6 -1.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.4 49 -9 12.7 +6.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.4 60 -20 5.7 -0.2
ABLD Abacus FCF Real Assets Leaders ETF 0.4 69 -29 5.7 -0.2
SDG iShares MSCI Global Sustainable Development Goals ETF 0.4 49 -9 6.0 +0.1
FESM Fidelity Enhanced Small Cap ETF 0.4 28 12 3.8 -2.1
AFSM First Trust Active Factor Small Cap ETF 0.4 75 -35 7.0 +1.1
WRND IQ Global Equity R&D Leaders ETF 0.3 18 22 7.9 +2.0
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.5 -1.4
ACTV LeaderShares Activist Leaders ETF 0.3 75 -35 5.3 -0.6
SPHB Invesco S&P 500 High Beta ETF 0.3 25 15 5.3 -0.6
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 3.4 -2.5
SNPG Xtrackers S&P 500 Growth ESG ETF 0.3 15 25 4.5 -1.4
MGK Vanguard Mega Cap Growth ETF 0.3 7 33 4.5 -1.4
GRPM Invesco S&P MidCap 400 GARP ETF 0.3 35 5 9.6 +3.7
FELG Fidelity Enhanced Large Cap Growth ETF 0.3 18 22 5.2 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.3 95 -55 0.7 -5.2
LUX Tema Luxury ETF 0.3 75 -35 2.6 -3.3
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 31 4.0 -1.9
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 15 6.6 +0.7
GSFP Goldman Sachs Future Planet Equity ETF 0.2 75 -35 4.8 -1.1
MOTO SmartETFs Smart Transportation & Technology ETF 0.2 68 -28 7.8 +1.9
ACES ALPS Clean Energy ETF 0.2 55 -15 -4.2 -10.1
EVX VanEck Environmental Services ETF 0.2 55 -15 2.6 -3.3
ERTH Invesco MSCI Sustainable Future ETF 0.2 62 -22 2.5 -3.4
PBD Invesco Global Clean Energy ETF 0.2 75 -35 0.4 -5.5
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 28 8.1 +2.2
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 10.8 +4.9
BUYZ Franklin Disruptive Commerce ETF 0.2 50 -10 2.6 -3.3
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.2 60 -20 2.1 -3.8
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.1 +3.2
FYT First Trust Small Cap Value AlphaDEX Fund 0.2 73 -33 9.9 +4.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.2 35 5 9.2 +3.3
SURE AdvisorShares Insiders Advantage ETF 0.2 90 -50 10.0 +4.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 5.9 -0.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.1 38 2 8.7 +2.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 2 10.1 +4.2
AZTD Aztlan Global Stock Selection DM SMID ETF 0.1 75 -35 8.4 +2.6
NIXT Research Affiliates Deletions ETF 0.1 9 31 3.8 -2.1
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.1 29 11 7.4 +1.5
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.1 15 25 7.3 +1.4
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.1 39 1 9.8 +3.9
RZV Invesco S&P Smallcap 600 Pure Value ETF 0.1 35 5 10.9 +5.0
IJR iShares Core S&P Small Cap ETF 0.1 6 34 7.3 +1.4
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 22 9.4 +3.5
XJR iShares ESG Screened S&P Small-Cap ETF 0.1 12 28 6.6 +0.7
SLYV SPDR S&P 600 Small Cap Value ETF 0.1 15 25 9.5 +3.6
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.1 3 37 7.4 +1.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.1 10 30 7.2 +1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 15 25 9.3 +3.4
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 22 4.7 -1.2

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares U.S. Consumer Staples 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 24.7 %
Divided by: Fwd. P/BV 3.9 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.