iShares U.S. Consumer Staples ETF
ALTAR
Score™
6.5% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
16.7x P/Sales
ratio
1.0x
P/BV
ratio
3.9x Div.
yield
3.1%


  • 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) $1,294
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 55
Wgt avg mkt cap (mns) $157,704
Large cap (>$10bn) 97.7%
Mid cap ($2-10bn) 2.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROCTER & GAMBLE CO/THE 17.2 %
COCA-COLA CO/THE 10.9 %
PEPSICO INC 10.6 %
PHILIP MORRIS INTERNATIONAL 6.5 %
MONDELEZ INTERNATIONAL INC-A 4.5 %
CVS CAREMARK CORP 4.4 %
ALTRIA GROUP INC 3.4 %
COLGATE-PALMOLIVE CO 3.3 %
MCKESSON CORP 3.3 %
MONSTER BEVERAGE CORPORATION 2.0 %
Total 66.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 99.4 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 29)
Year-to-date 1 year 5 years 10 years Since Incep.
0.0% 3.0% 13.0% 9.8% 9.0%

Market Correlations
versus... Beta R-squared
S&P500 0.51 42%
MSCI EAFE 0.55 45%
MSCI Emg. Mkts. 0.34 19%

Technical Indicators
Recent close $195.72
30d moving avg. $188.86
Annualized volatility 14.1%
Short interest (ETF) 0.5%
Short interest (Underlying) 2.8%
Relative strength (RSI) 57

Liquidity measures
Avg. volume (thou.) 31
Turnover 0.5%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $16,628

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 607 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™: 6.5%


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 73.9 9 31 6.0 -0.6
VDC Vanguard Consumer Staples ETF 67.6 10 30 5.9 -0.6
FSTA FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF 67.4 8 32 6.0 -0.5
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF 45.7 40 0 6.7 +0.2
KXI iShares Global Consumer Staples ETF 42.7 41 -1 5.6 -0.9
FTXG First Trust Nasdaq Food & Beverage ETF 38.2 60 -20 6.0 -0.5
FXG First Trust Consumer Staples AlphaDEX Fund 37.8 63 -23 7.0 +0.5
PBJ Invesco Food & Beverage ETF 23.8 57 -17 5.4 -1.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 21.0 25 15 6.0 -0.6
SPLV Invesco S&P 500 Low Volatility ETF 21.0 25 15 5.9 -0.6
ALTL Pacer Lunt Large Cap Alternator ETF 21.0 60 -20 4.4 -2.1
DURA VanEck Durable High Dividend ETF 19.4 29 11 7.7 +1.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 19.0 27 13 8.6 +2.1
QDIV Global X S&P 500 Quality Dividend ETF 18.1 20 20 8.8 +2.3
HDV iShares Core High Dividend ETF 17.4 8 32 8.5 +2.0
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF 17.2 60 -20 4.3 -2.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 15.5 80 -40 5.6 -0.9
SDY SPDR S&P Dividend ETF 14.0 35 5 6.5 -0.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 14.0 70 -30 4.9 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 13.9 18 22 7.6 +1.1
RTH VanEck Retail ETF 13.5 35 5 5.5 -1.0
VALQ American Century U.S. Quality Value ETF 13.4 29 11 7.2 +0.6
FTCS First Trust Capital Strength ETF 13.3 55 -15 5.4 -1.1
FLV American Century Focused Large Cap Value ETF 13.2 42 -2 6.5 0.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 13.1 18 22 6.2 -0.4
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 12.9 35 5 8.6 +2.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 12.8 15 25 6.6 +0.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 12.8 38 2 8.5 +2.0
HKND Humankind US Stock ETF 12.7 11 29 6.7 +0.2
MDLV Morgan Dempsey Large Cap Value ETF 12.3 58 -18 8.8 +2.2
VSDA VictoryShares Dividend Accelerator ETF 12.2 35 5 5.9 -0.6
ESGS Columbia U.S. ESG Equity Income ETF 12.2 35 5 6.3 -0.2
RPV Invesco S&P 500 Pure Value ETF 12.0 35 5 10.1 +3.6
BGIG Bahl & Gaynor Income Growth ETF 12.0 45 -5 5.3 -1.2
SCHD Schwab US Dividend Equity ETF 11.9 6 34 8.2 +1.7
ICAP InfraCap Equity Income Fund ETF 11.8 171 -131 6.8 +0.3
POWA Invesco Bloomberg Pricing Power ETF 11.8 40 0 5.4 -1.1
VYM Vanguard High Dividend Yield Index ETF 11.8 6 34 7.4 +0.8
TOKE Cambria Cannabis ETF 11.8 42 -2 -25.9 -32.4
USMV iShares MSCI USA Min Vol Factor ETF 11.8 15 25 6.0 -0.6
DLN WisdomTree U.S. LargeCap Dividend Fund 11.7 28 12 6.2 -0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 11.6 30 10 9.9 +3.4
NULV Nuveen ESG Large-Cap Value ETF 11.6 26 14 7.2 +0.6
RWL Invesco S&P 500 Revenue ETF 11.6 39 1 6.5 +0.0
SSPY Syntax Stratified LargeCap ETF 11.4 30 10 6.4 -0.1
MBCC Monarch Blue Chips Core ETF 11.4 125 -85 3.1 -3.5
FBCV Fidelity Blue Chip Value ETF 11.3 59 -19 7.0 +0.5
DHS WisdomTree U.S. High Dividend Fund 11.2 38 2 9.0 +2.5
EQUL IQ Engender Equality ETF 11.0 45 -5 6.6 +0.1
FDIV MarketDesk Focused U.S. Dividend ETF 11.0 35 5 8.6 +2.1
DSTL Distillate US Fundamental Stability & Value ETF 10.8 39 1 7.6 +1.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.8 15 25 6.7 +0.2
MGV Vanguard Mega Cap Value ETF 10.8 7 33 6.8 +0.3
DIVZ TrueShares Low Volatility Equity Income ETF 10.8 65 -25 9.5 +3.0
DTD WisdomTree U.S. Total Dividend Fund 10.7 28 12 6.5 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 10.6 80 -40 5.1 -1.5
FVD First Trust Value Line Dividend Index Fund 10.6 65 -25 5.9 -0.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 10.6 15 25 6.8 +0.3
ACWV iShares MSCI Global Min Vol Factor ETF 10.5 20 20 6.6 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 10.4 15 25 10.2 +3.7
FDL First Trust Morningstar Dividend Leaders Index Fund 10.1 45 -5 10.0 +3.5
DIVS SmartETFs Dividend Builder ETF 10.1 65 -25 4.6 -2.0
VTV Vanguard Value ETF 10.1 4 36 7.0 +0.5
DGRW WisdomTree US Quality Dividend Growth Fund 10.0 28 12 6.0 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 9.9 10 30 5.5 -1.0
EVUS iShares ESG Aware MSCI USA Value ETF 9.9 18 22 6.7 +0.2
VFMV Vanguard U.S. Minimum Volatility ETF 9.7 13 27 5.2 -1.3
SNPV Xtrackers S&P 500 Value ESG ETF 9.5 15 25 6.5 -0.0
SPVU Invesco S&P 500 Enhanced Value ETF 9.4 13 27 9.5 +3.0
LVOL American Century Low Volatility ETF 9.4 29 11 5.0 -1.5
DEW WisdomTree Global High Dividend Fund 9.3 58 -18 9.1 +2.6
IWX iShares Russell Top 200 Value ETF 9.2 20 20 6.5 +0.0
AUSF Global X Adaptive U.S. Factor ETF 9.0 27 13 7.7 +1.2
VIRS Pacer BioThreat Strategy ETF 9.0 70 -30 5.7 -0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 9.0 37 3 4.7 -1.8
FDVV Fidelity High Dividend ETF 8.9 15 25 8.6 +2.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 8.8 20 20 7.8 +1.3
DGRO iShares Core Dividend Growth ETF 8.8 8 32 6.5 -0.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 8.8 38 2 6.8 +0.3
SCHV Schwab U.S. Large-Cap Value ETF 8.7 4 36 6.6 +0.1
PFM Invesco Dividend Achievers ETF 8.7 53 -13 5.6 -0.9
AHOY Newday Ocean Health ETF 8.7 75 -35 5.7 -0.9
FCPI Fidelity Stocks for Inflation ETF 8.6 15 25 8.7 +2.2
EQWL Invesco S&P 100 Equal Weight ETF 8.6 25 15 6.5 -0.0
CFA VictoryShares US 500 Volatility Wtd ETF 8.6 35 5 5.8 -0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 8.6 40 0 5.8 -0.7
MBOX Freedom Day Dividend ETF 8.6 39 1 7.9 +1.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 8.5 60 -20 5.1 -1.4
NUDV Nuveen ESG Dividend ETF 8.4 26 14 7.5 +1.0
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 8.3 24 16 7.9 +1.4
VIG Vanguard Dividend Appreciation ETF 8.3 6 34 5.6 -0.9
REVS Columbia Research Enhanced Value ETF 8.3 19 21 7.8 +1.2
SPDV AAM S&P 500 High Dividend Value ETF 8.3 29 11 10.6 +4.1
DIVB iShares Core Dividend ETF 8.2 5 35 7.9 +1.4
ILCV iShares Morningstar Value ETF 8.2 4 36 6.7 +0.2
DVY iShares Select Dividend ETF 8.2 38 2 9.0 +2.5
EQAL Invesco Russell 1000 Equal Weight ETF 8.1 20 20 6.0 -0.5
JEPI JPMorgan Equity Premium Income ETF 8.1 35 5 5.2 -1.3
IVE iShares S&P 500 Value ETF 8.0 18 22 6.6 +0.1
PEY Invesco High Yield Equity Dividend Achievers ETF 8.0 52 -12 8.5 +2.0
STXV Strive 1000 Value ETF 8.0 18 22 7.9 +1.4
SPYV SPDR Portfolio S&P 500 Value ETF 8.0 4 36 6.7 +0.2
DVND Touchstone Dividend Select ETF 7.9 67 -27 6.2 -0.3
GSPY Gotham Enhanced 500 ETF 7.8 50 -10 5.2 -1.3
DUHP Dimensional US High Profitability ETF 7.8 21 19 6.8 +0.3
IUSV iShares Core S&P US Value ETF 7.8 4 36 6.8 +0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 7.8 29 11 6.1 -0.5
IMCV iShares Morningstar Mid-Cap Value ETF 7.8 6 34 8.0 +1.5
ROE Astoria US Quality Kings ETF 7.7 49 -9 7.8 +1.3
FUNL CornerCap Fundametrics Large-Cap ETF 7.7 50 -10 6.7 +0.2
QUS SPDR MSCI USA StrategicFactors ETF 7.7 15 25 5.9 -0.6
GVLU Gotham 1000 Value ETF 7.6 50 -10 7.5 +1.0
VLUE iShares MSCI USA Value Factor ETF 7.6 15 25 10.6 +4.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 7.5 7 33 9.6 +3.1
KCAL Subversive Food Security ETF 7.5 75 -35 7.1 +0.6
ZECP Zacks Earnings Consistent Portfolio ETF 7.4 55 -15 4.9 -1.7
IUS Invesco RAFI Strategic US ETF 7.3 19 21 7.1 +0.6
FTA First Trust Large Cap Value AlphaDEX Fund 7.3 59 -19 8.3 +1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.3 29 11 8.0 +1.4
ROUS Hartford Multifactor US Equity ETF 7.2 19 21 6.3 -0.3
VONV Vanguard Russell 1000 Value ETF 7.1 8 32 6.7 +0.2
IWD iShares Russell 1000 Value ETF 7.1 19 21 6.6 +0.1
VOE Vanguard Mid-Cap Value ETF 7.1 7 33 7.4 +0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 7.1 25 15 5.9 -0.6
ULVM VictoryShares US Value Momentum ETF 7.1 20 20 7.4 +0.8
RAFE PIMCO RAFI ESG U.S. ETF 7.0 29 11 6.9 +0.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.0 15 25 5.4 -1.1
FLLV Franklin U.S. Low Volatility ETF 7.0 29 11 5.7 -0.8
YLDE ClearBridge Dividend Strategy ESG ETF 6.9 60 -20 5.4 -1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 6.8 50 -10 8.3 +1.8
QDF FlexShares Quality Dividend Index Fund 6.8 37 3 4.9 -1.6
PRF Invesco FTSE RAFI US 1000 ETF 6.8 39 1 6.5 +0.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 6.7 32 8 4.9 -1.6
MOTE VanEck Morningstar ESG Moat ETF 6.7 49 -9 4.9 -1.6
QLV FlexShares US Quality Low Volatility Index Fund 6.7 22 18 5.0 -1.6
RSP Invesco S&P 500 Equal Weight ETF 6.7 20 20 6.1 -0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 6.6 75 -35 4.6 -1.9
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 -10 6.3 -0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 6.6 49 -9 10.8 +4.2
SDOG ALPS Sector Dividend Dogs ETF 6.6 36 4 9.5 +3.0
NULC Nuveen ESG Large-Cap ETF 6.6 21 19 5.4 -1.1
VLU SPDR S&P 1500 Value Tilt ETF 6.6 12 28 7.1 +0.6
ONEY SPDR Russell 1000 Yield Focus ETF 6.5 20 20 10.1 +3.6
SUSA iShares MSCI USA ESG Select ETF 6.5 25 15 5.1 -1.5
SPHQ Invesco S&P 500 Quality ETF 6.5 15 25 5.3 -1.2
GCOW Pacer Global Cash Cows Dividend ETF 6.5 60 -20 13.7 +7.2
IMCB iShares Morningstar Mid-Cap ETF 6.5 4 36 6.0 -0.6
ACVF American Conservative Values ETF 6.4 75 -35 4.2 -2.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 6.4 35 5 6.9 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 6.3 39 1 10.8 +4.3
QWLD SPDR MSCI World StrategicFactors ETF 6.3 30 10 6.0 -0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 6.3 25 15 11.1 +4.6
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6.3 9 31 5.8 -0.8
COWZ Pacer US Cash Cows 100 ETF 6.3 49 -9 10.8 +4.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 6.2 9 31 5.6 -0.9
DEUS Xtrackers Russell US Multifactor ETF 6.2 17 23 6.9 +0.4
DIV Global X SuperDividend US ETF 6.2 45 -5 9.0 +2.5
XHS SPDR S&P Health Care Services ETF 6.2 35 5 6.4 -0.1
DSI iShares MSCI KLD 400 Social ETF 6.1 25 15 5.0 -1.6
CATH Global X S&P 500 Catholic Values Custom ETF 6.1 29 11 5.0 -1.5
FNDX Schwab Fundamental US Large Co. Index ETF 6.0 25 15 6.9 +0.4
HDUS Hartford Disciplined US Equity ETF 6.0 19 21 6.1 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 6.0 15 25 5.0 -1.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 6.0 48 -8 5.9 -0.6
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 6.0 75 -35 5.2 -1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 6.0 20 20 6.2 -0.3
USMF WisdomTree U.S. Multifactor Fund 5.9 28 12 6.8 +0.2
EUSA iShares MSCI USA Equal Weighted ETF 5.9 9 31 5.9 -0.6
RECS Columbia Research Enhanced Core ETF 5.9 15 25 5.4 -1.1
SMRI Bushido Capital US Equity ETF 5.9 71 -31 10.6 +4.1
SIZE iShares MSCI USA Size Factor ETF 5.9 15 25 5.9 -0.7
STXD Strive 1000 Dividend Growth ETF 5.9 35 5 5.2 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 5.8 15 25 7.0 +0.5
HAPI Harbor Human Capital Factor US Large Cap ETF 5.8 36 4 4.6 -2.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 5.8 7 33 9.6 +3.1
YPS Arrow Reverse Cap 500 ETF 5.8 29 11 6.5 -0.0
GDEF Goldman Sachs Defensive Equity ETF 5.8 55 -15 4.3 -2.2
FLRG Fidelity U.S. Multifactor ETF 5.8 15 25 6.9 +0.4
HLGE Hartford Longevity Economy ETF 5.7 44 -4 6.3 -0.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.7 10 30 5.3 -1.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 5.7 12 28 5.4 -1.2
FNDB Schwab Fundamental US Broad Market Index ETF 5.7 25 15 6.9 +0.3
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 5.6 19 21 6.4 -0.2
SAMT Strategas Macro Thematic Opportunities ETF 5.6 65 -25 4.0 -2.5
PY Principal Value ETF 5.6 15 25 7.5 +1.0
TXS Texas Capital Texas Equity Index ETF 5.6 49 -9 5.5 -1.0
SHE SPDR MSCI USA Gender Diversity ETF 5.5 20 20 4.7 -1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 5.5 58 -18 4.3 -2.2
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 5.5 35 5 4.5 -2.0
SUSL iShares ESG MSCI USA Leaders ETF 5.5 10 30 4.9 -1.6
ESGU iShares ESG Aware MSCI USA ETF 5.4 15 25 5.0 -1.5
LRGF iShares U.S. Equity Factor ETF 5.4 8 32 5.8 -0.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 5.4 10 30 4.9 -1.6
QLC FlexShares US Quality Large Cap Index Fund 5.4 25 15 5.5 -1.1
KRMA Global X Conscious Companies ETF 5.4 43 -3 5.6 -1.0
CGDV Capital Group Dividend Value ETF 5.3 33 7 5.7 -0.8
LCF Touchstone US Large Cap Focused ETF 5.3 69 -29 4.4 -2.2
FQAL Fidelity Quality Factor ETF 5.3 15 25 5.6 -0.9
VFVA Vanguard U.S. Value Factor ETF 5.3 13 27 10.7 +4.2
CVAR Cultivar ETF 5.3 87 -47 7.1 +0.6
EPS WisdomTree U.S. LargeCap Fund 5.3 8 32 6.2 -0.4
DFLV Dimensional US Large Cap Value ETF 5.3 22 18 7.9 +1.4
FDLO Fidelity Low Volatility Factor ETF 5.2 15 25 5.4 -1.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.2 65 -25 4.2 -2.4
VSLU Applied Finance Valuation Large Cap ETF 5.1 49 -9 5.8 -0.7
PPH VanEck Pharmaceutical ETF 5.1 36 4 9.5 +3.0
FVAL Fidelity Value Factor ETF 5.1 15 25 7.0 +0.4
SXQG ETC 6 Meridian Quality Growth ETF 5.0 100 -60 3.9 -2.6
SNPE Xtrackers S&P 500 ESG ETF 5.0 10 30 5.2 -1.4
DIVL Madison Dividend Value ETF 5.0 65 -25 5.9 -0.7
YUMY VanEck Future of Food ETF 5.0 69 -29 5.0 -1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 4.9 20 20 4.9 -1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 4.9 80 -40 4.4 -2.1
IWL iShares Russell Top 200 ETF 4.9 15 25 4.8 -1.7
JHML John Hancock Multifactor Large Cap ETF 4.9 29 11 5.5 -1.0
JAVA JPMorgan Active Value ETF 4.9 44 -4 6.6 +0.1
VOOG Vanguard S&P 500 Growth ETF 4.9 10 30 5.1 -1.4
USCA Xtrackers MSCI USA Climate Action Equity ETF 4.8 7 33 5.0 -1.5
VOO Vanguard S&P 500 ETF 4.8 3 37 5.2 -1.4
IVV iShares Core S&P 500 ETF 4.8 3 37 5.1 -1.4
VOOV Vanguard S&P 500 Value ETF 4.8 10 30 5.5 -1.0
SPY SPDR S&P 500 ETF Trust 4.8 9 31 5.1 -1.5
SPLG SPDR Portfolio S&P 500 ETF 4.8 2 38 5.1 -1.4
DFAU Dimensional US Core Equity Market ETF 4.8 12 28 5.2 -1.3
MGC Vanguard Mega Cap ETF 4.8 7 33 4.9 -1.6
WBIY WBI Power Factor High Dividend ETF 4.7 100 -60 11.1 +4.6
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 4.7 7 33 5.0 -1.5
VV Vanguard Large-Cap ETF 4.7 4 36 5.0 -1.5
ILCB iShares Morningstar U.S. Equity ETF 4.7 3 37 5.1 -1.4
STRV Strive 500 ETF 4.7 5 35 5.0 -1.5
PBUS Invesco MSCI USA ETF 4.7 4 36 5.1 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 4.7 15 25 4.7 -1.8
OEF iShares S&P 100 ETF 4.7 20 20 4.8 -1.7
JMOM JPMorgan U.S. Momentum Factor ETF 4.7 12 28 4.6 -1.9
VEGI iShares MSCI Agriculture Producers ETF 4.7 39 1 9.4 +2.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 4.7 2 38 5.1 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 4.7 0 40 5.1 -1.4
RNLC First Trust Large Cap US Equity Select ETF 4.7 60 -20 6.0 -0.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 4.6 20 20 4.9 -1.6
XVV iShares ESG Screened S&P 500 ETF 4.6 8 32 4.9 -1.6
JQUA JPMorgan U.S. Quality Factor ETF 4.6 12 28 5.5 -1.1
VOTE TCW Transform 500 ETF 4.6 5 35 5.0 -1.5
ONEO SPDR Russell 1000 Momentum Focus ETF 4.6 20 20 6.9 +0.4
HLAL Wahed FTSE USA Shariah ETF 4.6 50 -10 4.8 -1.8
DFUS Dimensional U.S. Equity ETF 4.6 9 31 5.0 -1.5
RSPH Invesco S&P 500 Equal Weight Health Care ETF 4.6 40 0 6.7 +0.2
DEMZ Democratic Large Cap Core ETF 4.6 45 -5 4.0 -2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 4.6 45 -5 4.4 -2.1
IMCG iShares Morningstar Mid-Cap Growth ETF 4.6 6 34 4.0 -2.5
IWB iShares Russell 1000 ETF 4.6 15 25 5.0 -1.5
JVAL JPMorgan U.S. Value Factor ETF 4.6 12 28 8.2 +1.7
VONE Vanguard Russell 1000 ETF 4.6 8 32 5.0 -1.5
IOO iShares Global 100 ETF 4.6 41 -1 4.7 -1.8
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 4.6 3 37 5.3 -1.3
SCHX Schwab U.S. Large-Cap ETF 4.6 3 37 5.1 -1.4
IYY iShares Dow Jones U.S. ETF 4.5 20 20 4.9 -1.6
VO Vanguard Mid-Cap ETF 4.5 4 36 5.7 -0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 4.5 11 29 5.0 -1.5
HAP VanEck Natural Resources ETF 4.5 50 -10 8.9 +2.4
SPVM Invesco S&P 500 Value with Momentum ETF 4.5 39 1 8.5 +2.0
RVRB Reverb ETF 4.5 30 10 4.8 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 4.5 67 -27 9.4 +2.9
MAGA Point Bridge America First ETF 4.5 72 -32 6.3 -0.3
SCHK Schwab 1000 Index ETF 4.5 5 35 5.1 -1.4
DFND Siren DIVCON Dividend Defender ETF 4.4 189 -149 3.7 -2.8
DGT SPDR Global Dow ETF 4.4 50 -10 6.6 +0.1
DFAC Dimensional U.S. Core Equity 2 ETF 4.4 17 23 5.5 -1.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 4.4 75 -35 4.6 -2.0
IHF iShares U.S. Healthcare Providers ETF 4.4 40 0 5.9 -0.6
GDVD R3 Global Dividend Growth ETF 4.4 88 -48 5.8 -0.7
TIME Clockwise Core Equity & Innovation ETF 4.4 100 -60 2.0 -4.5
ESGV Vanguard ESG U.S. Stock ETF 4.4 9 31 4.8 -1.7
VTI Vanguard Total Stock Market ETF 4.4 3 37 4.9 -1.6
VUSE Vident U.S. Equity Strategy ETF 4.4 50 -10 4.4 -2.1
USMC Principal U.S. Mega-Cap ETF 4.4 12 28 4.7 -1.8
IWV iShares Russell 3000 ETF 4.4 20 20 4.8 -1.7
ITOT iShares Core S&P Total U.S. Stock Market ETF 4.4 3 37 5.0 -1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 4.3 11 29 5.1 -1.5
VTHR Vanguard Russell 3000 ETF 4.3 10 30 4.9 -1.6
UDI USCF Dividend Income Fund 4.3 65 -25 7.2 +0.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 4.3 9 31 4.8 -1.7
MOO VanEck Agribusiness ETF 4.3 53 -13 9.3 +2.7
YALL God Bless America ETF 4.3 65 -25 3.6 -2.9
DFUV Dimensional US Marketwide Value ETF 4.3 22 18 7.6 +1.1
FLDZ RiverNorth Patriot ETF 4.3 75 -35 5.9 -0.6
SCHB Schwab U.S. Broad Market ETF 4.3 3 37 5.0 -1.5
KROP Global X AgTech & Food Innovation ETF 4.3 50 -10 4.7 -1.8
FLQL Franklin LibertyQ U.S. Equity ETF 4.3 15 25 5.8 -0.8
AIEQ AI Powered Equity ETF 4.2 75 -35 5.4 -1.1
DFSU Dimensional US Sustainability Core 1 ETF 4.2 18 22 5.5 -1.0
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.2 30 10 7.7 +1.2
XLG Invesco S&P 500 Top 50 ETF 4.2 20 20 4.5 -2.1
QUAL iShares MSCI USA Quality Factor ETF 4.2 15 25 5.2 -1.3
DIA SPDR Dow Jones Industrial Average ETF Trust 4.1 16 24 5.7 -0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 4.1 29 11 9.1 +2.6
MOAT VanEck Morningstar Wide Moat ETF 4.1 46 -6 5.7 -0.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.1 79 -39 6.2 -0.3
ADME Aptus Drawdown Managed Equity ETF 4.1 79 -39 4.3 -2.2
FEX First Trust Large Cap Core AlphaDEX Fund 4.0 59 -19 5.5 -1.1
WLDR Affinity World Leaders Equity ETF 4.0 67 -27 8.4 +1.9
BTHM BlackRock Future U.S. Themes ETF 4.0 60 -20 4.5 -2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.0 60 -20 5.9 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 3.9 14 26 5.2 -1.3
SFY SoFi Select 500 ETF 3.9 0 40 5.0 -1.5
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 3.9 46 -6 9.7 +3.2
IEDI iShares U.S. Consumer Focused ETF 3.9 18 22 4.5 -2.0
APUE ActivePassive U.S. Equity ETF 3.9 45 -5 4.9 -1.7
GNR SPDR S&P Global Natural Resources ETF 3.9 40 0 9.9 +3.4
GDIV Harbor Dividend Growth Leaders ETF 3.8 50 -10 6.0 -0.5
IPDP Dividend Performers ETF 3.8 122 -82 4.6 -1.9
AFLG First Trust Active Factor Large Cap ETF 3.8 55 -15 6.1 -0.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 3.8 52 -12 6.6 +0.1
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 3.8 52 -12 5.3 -1.2
RUFF Alpha Dog ETF 3.8 94 -54 4.6 -1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 3.8 58 -18 5.2 -1.3
IWP iShares Russell Mid-Cap Growth ETF 3.8 23 17 3.5 -3.0
XLV Health Care Select Sector SPDR Fund 3.8 9 31 6.8 +0.2
FSST Fidelity Sustainable U.S. Equity ETF 3.8 59 -19 4.7 -1.8
KRUZ Unusual Whales Subversive Republican Trading ETF 3.8 75 -35 4.7 -1.8
SNPG Xtrackers S&P 500 Growth ESG ETF 3.8 15 25 4.7 -1.8
NANC Unusual Whales Subversive Democratic Trading ETF 3.7 75 -35 3.6 -2.9
QQQ Invesco QQQ Trust Series I 3.7 20 20 4.4 -2.1
QQQM Invesco NASDAQ 100 ETF 3.7 15 25 4.5 -2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 3.7 25 15 5.5 -1.0
DON WisdomTree U.S. MidCap Dividend Fund 3.7 38 2 8.7 +2.2
JHDV John Hancock U.S. High Dividend ETF 3.7 34 6 6.3 -0.2
USVT US Value ETF 3.7 49 -9 11.4 +4.9
PWV Invesco Large Cap Value ETF 3.7 55 -15 8.1 +1.5
JHMM John Hancock Multifactor Mid Cap ETF 3.6 42 -2 6.5 -0.0
FDMO Fidelity Momentum Factor ETF 3.6 15 25 3.4 -3.2
IWR iShares Russell Midcap ETF 3.6 19 21 5.5 -1.0
TOK iShares MSCI Kokusai ETF 3.5 26 14 5.2 -1.3
KOKU Xtrackers MSCI Kokusai Equity ETF 3.5 9 31 5.3 -1.2
DIP BTD Capital Fund 3.5 129 -89 6.7 +0.2
IWS iShares Russell Mid-Cap Value ETF 3.5 23 17 6.5 +0.0
NULG Nuveen ESG Large-Cap Growth ETF 3.5 26 14 4.2 -2.4
KOCG FIS Knights of Columbus Global Belief ETF 3.4 75 -35 5.1 -1.4
WTV WisdomTree US Value Fund of Benef Interest 3.4 12 28 8.6 +2.1
SPGM SPDR Portfolio MSCI Global Stock Market ETF 3.4 9 31 5.5 -1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.4 56 -16 5.0 -1.5
VHT Vanguard Health Care ETF 3.4 10 30 5.4 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 3.4 43 -3 4.8 -1.7
FHLC Fidelity MSCI Health Care Index ETF 3.4 8 32 5.6 -1.0
OAIE Optimize AI Smart Sentiment Event-Driven ETF 3.4 103 -63 6.4 -0.1
NACP Impact Shares NAACP Minority Empowerment ETF 3.4 49 -9 4.8 -1.7
QVAL Alpha Architect US Quantitative Value ETF 3.4 39 1 10.0 +3.5
URTH iShares MSCI World ETF 3.3 24 16 5.3 -1.2
KONG Formidable Fortress ETF 3.3 89 -49 6.0 -0.6
CHGX AXS Change Finance ESG ETF 3.3 49 -9 4.8 -1.7
FMIL Fidelity New Millennium ETF 3.3 59 -19 4.0 -2.6
SCHM Schwab U.S. Mid-Cap ETF 3.3 4 36 6.1 -0.4
IVRA Invesco Real Assets ESG ETF 3.2 59 -19 7.3 +0.7
NANR SPDR S&P North American Natural Resources ETF 3.2 35 5 7.9 +1.4
BKWO BNY Mellon Women's Opportunities ETF 3.2 50 -10 3.5 -3.0
CWS AdvisorShares Focused Equity ETF 3.2 84 -44 4.6 -1.9
NUMV Nuveen ESG Mid-Cap Value ETF 3.2 31 9 7.4 +0.9
XRT SPDR S&P Retail ETF 3.2 35 5 8.2 +1.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 3.2 15 25 6.9 +0.4
STXG Strive 1000 Growth ETF 3.2 18 22 4.0 -2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 3.1 60 -20 4.2 -2.3
BMED Future Health ETF 3.1 85 -45 0.5 -6.0
CRBN iShares MSCI ACWI Low Carbon Target ETF 3.1 20 20 5.4 -1.1
TPHD Timothy Plan High Dividend Stock ETF 3.1 52 -12 6.4 -0.1
TPHE Timothy Plan High Dividend Stock Enhanced ETF 3.1 54 -14 6.4 -0.1
WDIV SPDR S&P Global Dividend ETF 3.1 40 0 9.6 +3.1
RWK Invesco S&P MidCap 400 Revenue ETF 3.1 39 1 8.4 +1.9
SFYX SoFi Next 500 ETF 3.0 0 40 5.5 -1.0
PEZ Invesco Dorsey Wright Consumer Cyclicals Momentum ETF 3.0 60 -20 6.3 -0.2
AVUS Avantis U.S. Equity ETF 3.0 15 25 5.9 -0.6
ACWI iShares MSCI ACWI ETF 3.0 32 8 5.4 -1.1
VFQY Vanguard U.S. Quality Factor ETF 3.0 13 27 6.8 +0.3
MDY SPDR S&P Midcap 400 ETF Trust 3.0 23 17 6.6 +0.1
TTAC FCF US Quality ETF 3.0 59 -19 6.2 -0.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 2.9 4 36 6.0 -0.5
IJH iShares Core S&P Mid-Cap ETF 2.9 5 35 34.1 +27.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 2.9 3 37 6.8 +0.3
MOTG VanEck Morningstar Global Wide Moat ETF 2.8 52 -12 5.8 -0.8
CGGO Capital Group Global Growth Equity ETF 2.8 47 -7 4.1 -2.5
GLOF iShares Global Equity Factor ETF 2.8 20 20 7.1 +0.6
IXJ iShares Global Healthcare ETF 2.8 42 -2 6.1 -0.5
WDNA WisdomTree BioRevolution Fund 2.8 45 -5 -4.1 -10.6
QQMG Invesco ESG NASDAQ 100 ETF 2.7 20 20 4.5 -2.0
PKW Invesco Buyback Achievers ETF 2.7 62 -22 8.0 +1.5
IVOO Vanguard S&P Mid-Cap 400 ETF 2.7 10 30 6.8 +0.3
SDG iShares MSCI Global Sustainable Development Goals ETF 2.7 49 -9 5.8 -0.8
VT Vanguard Total World Stock ETF 2.7 7 33 5.0 -1.5
CGUS Capital Group Core Equity ETF 2.6 33 7 4.6 -1.9
TMFX Motley Fool Next Index ETF 2.6 50 -10 3.1 -3.4
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 2.6 80 -40 6.4 -0.1
IJJ iShares S&P Mid-Cap 400 Value ETF 2.6 18 22 8.2 +1.7
MDYV SPDR S&P 400 Mid Cap Value ETF 2.6 15 25 8.3 +1.8
IVEG iShares Emergent Food and AgTech Multisector ETF 2.6 47 -7 8.0 +1.5
SQEW LeaderShares Equity Skew ETF 2.6 81 -41 5.9 -0.6
IWF iShares Russell 1000 Growth ETF 2.6 19 21 4.4 -2.1
FTWO Strive FAANG 2.0 ETF 2.5 49 -9 5.3 -1.3
NTZG Nuveen Global Net Zero Transition ETF 2.5 56 -16 5.0 -1.6
SMDY Syntax Stratified MidCap ETF 2.5 35 5 6.1 -0.4
VONG Vanguard Russell 1000 Growth ETF 2.5 8 32 4.5 -2.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 2.5 24 16 7.7 +1.2
DBLV AdvisorShares DoubleLine Value Equity ETF 2.5 90 -50 8.0 +1.5
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.5 60 -20 10.0 +3.5
XMLV Invesco S&P MidCap Low Volatility ETF 2.5 25 15 6.8 +0.3
ITAN Sparkline Intangible Value ETF 2.4 50 -10 5.9 -0.6
VFMF Vanguard U.S. Multifactor ETF 2.4 18 22 8.5 +2.0
IQSM IQ Candriam U.S. Mid Cap Equity ETF 2.4 15 25 6.0 -0.5
IWY iShares Russell Top 200 Growth ETF 2.4 20 20 4.5 -2.0
ESGG FlexShares STOXX Global ESG Select Index Fund 2.4 42 -2 4.9 -1.6
SRHQ SRH U.S. Quality ETF 2.3 35 5 7.7 +1.2
DIVY Sound Equity Dividend Income ETF 2.3 45 -5 11.2 +4.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 33 5.6 -0.9
ACSI American Customer Satisfaction ETF 2.3 65 -25 5.0 -1.6
XJH iShares ESG Screened S&P Mid-Cap ETF 2.3 12 28 6.6 +0.1
GURU Global X Guru Index ETF 2.2 75 -35 3.7 -2.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.2 12 28 4.3 -2.3
SYNB Putnam BioRevolution ETF 2.2 70 -30 2.9 -3.6
SPYG SPDR Portfolio S&P 500 Growth ETF 2.2 4 36 4.3 -2.2
IVW iShares S&P 500 Growth ETF 2.1 18 22 4.2 -2.3
IUSG iShares Core S&P U.S. Growth ETF 2.1 4 36 4.4 -2.2
IVOV Vanguard S&P Mid-Cap 400 Value ETF 2.1 15 25 7.6 +1.1
ONEQ Fidelity Nasdaq Composite Index ETF 2.1 21 19 3.6 -2.9
FTRI First Trust Indxx Global Natural Resources Income ETF 2.1 70 -30 10.2 +3.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.1 15 25 6.2 -0.3
FDG American Century Focused Dynamic Growth ETF 2.1 45 -5 2.5 -4.0
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 2.0 60 -20 5.3 -1.2
EATV VegTech Plant-based Innovation & Climate ETF 2.0 75 -35 0.9 -5.6
GVIP Goldman Sachs Hedge Industry VIP ETF 2.0 45 -5 4.5 -2.0
FNX First Trust Mid Cap Core AlphaDEX Fund 2.0 60 -20 6.0 -0.5
GFGF Guru Favorite Stocks ETF Guru Favorite Stocks Fund 2.0 65 -25 3.7 -2.9
SPMO Invesco S&P 500 Momentum ETF 1.9 13 27 4.0 -2.6
XMMO Invesco S&P MidCap Momentum ETF 1.9 34 6 5.2 -1.4
CAML Congress Large Cap Growth ETF 1.9 66 -26 3.4 -3.1
VAW Vanguard Materials ETF 1.9 10 30 6.5 +0.0
PYZ Invesco Dorsey Wright Basic Materials Momentum ETF 1.9 60 -20 7.8 +1.3
FTAG First Trust Indxx Global Agriculture ETF 1.9 70 -30 10.3 +3.8
ABEQ Absolute Select Value ETF 1.9 85 -45 4.9 -1.6
RSPM Invesco S&P 500 Equal Weight Materials ETF 1.9 40 0 7.7 +1.1
FMAT Fidelity MSCI Materials Index ETF 1.9 8 32 6.6 +0.1
XLB Materials Select Sector SPDR Fund 1.9 9 31 5.9 -0.6
HELX Franklin Genomic Advancements ETF 1.9 50 -10 1.8 -4.7
VICE AdvisorShares Vice ETF 1.8 99 -59 6.5 -0.0
FDWM Fidelity Women's Leadership ETF 1.8 59 -19 4.7 -1.8
VOT Vanguard Mid-Cap Growth ETF 1.8 7 33 4.0 -2.5
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.8 75 -35 6.4 -0.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.8 15 25 7.3 +0.8
FSMD Fidelity Small-Mid Multifactor ETF 1.8 15 25 7.1 +0.6
VBR Vanguard Small Cap Value ETF 1.8 7 33 8.1 +1.6
BFOR ALPS Barron's 400 ETF 1.7 65 -25 7.2 +0.7
VB Vanguard Small-Cap ETF 1.7 5 35 5.2 -1.3
VBK Vanguard Small-Cap Growth ETF 1.7 7 33 1.4 -5.1
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -7 3.8 -2.7
LCLG Logan Capital Broad Innovative Growth ETF 1.7 99 -59 4.5 -2.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.7 17 23 5.3 -1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 1.7 49 -9 5.1 -1.4
WCEO Hypatia Women CEO ETF 1.6 85 -45 5.6 -0.9
NUSC Nuveen ESG Small-Cap ETF 1.6 31 9 5.0 -1.6
SAGP Strategas Global Policy Opportunities ETF 1.6 65 -25 4.4 -2.2
JGRO JPMorgan Active Growth ETF 1.6 44 -4 3.2 -3.3
PEXL Pacer US Export Leaders ETF 1.6 60 -20 5.2 -1.3
IPO Renaissance IPO ETF 1.6 60 -20 -3.0 -9.5
MXI iShares Global Materials ETF 1.6 41 -1 6.8 +0.3
USXF iShares ESG Advanced MSCI USA ETF 1.6 10 30 4.8 -1.7
SMMD iShares Russell 2500 ETF 1.6 15 25 5.8 -0.7
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.5 70 -30 1.7 -4.8
DFNV Donoghue Forlines Innovation ETF 1.5 69 -29 5.2 -1.3
XMVM Invesco S&P MidCap Value with Momentum ETF 1.5 39 1 11.1 +4.6
IWTR iShares MSCI Water Management Multisector ETF 1.5 47 -7 4.7 -1.8
SPGP Invesco S&P 500 GARP ETF 1.5 34 6 8.5 +2.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.5 20 20 4.5 -2.1
LRGE ClearBridge Large Cap Growth ESG ETF 1.5 59 -19 3.1 -3.5
HART IQ Healthy Hearts ETF 1.4 45 -5 5.2 -1.3
RFV Invesco S&P Midcap 400 Pure Value ETF 1.4 35 5 9.3 +2.8
ILCG iShares Morningstar Growth ETF 1.4 4 36 3.8 -2.7
VFMO Vanguard U.S. Momentum Factor ETF 1.4 13 27 2.7 -3.8
CZA Invesco Zacks Mid-Cap ETF 1.4 72 -32 6.2 -0.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.4 50 -10 3.3 -3.3
AFMC First Trust Active Factor Mid Cap ETF 1.4 65 -25 7.6 +1.1
INFL Horizon Kinetics Inflation Beneficiaries ETF 1.4 85 -45 5.8 -0.7
RDVY First Trust Rising Dividend Achievers ETF 1.4 50 -10 9.0 +2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.3 10 30 4.5 -2.0
VXF Vanguard Extended Market ETF 1.3 6 34 3.8 -2.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.3 15 25 5.6 -0.9
IJK iShares S&P Mid-Cap 400 Growth ETF 1.3 17 23 5.6 -1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 22 4.0 -2.5
FPX First Trust US Equity Opportunities ETF 1.2 61 -21 0.6 -6.0
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.2 50 -10 4.3 -2.2
AVLV Avantis U.S. Large Cap Value ETF 1.2 15 25 7.5 +1.0
DFAT Dimensional U.S. Targeted Value ETF 1.2 28 12 8.1 +1.6
BLES Inspire Global Hope ETF 1.2 61 -21 6.2 -0.3
FNK First Trust Mid Cap Value AlphaDEX Fund 1.2 70 -30 9.5 +3.0
BIBL Inspire 100 ETF 1.2 35 5 4.7 -1.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.2 48 -8 5.5 -1.0
MTUM iShares MSCI USA Momentum Factor ETF 1.2 15 25 3.4 -3.1
JHSC John Hancock Multifactor Small Cap ETF 1.2 42 -2 6.0 -0.5
MJ ETFMG Alternative Harvest ETFMG Alternative Harvest 1.1 75 -35 -89.3 -95.8
SMOT VanEck Morningstar SMID Moat ETF 1.1 49 -9 7.0 +0.5
VNMC Natixis Vaughan Nelson Mid Cap ETF 1.1 85 -45 5.1 -1.5
STXK Strive Small-Cap ETF 1.1 18 22 5.1 -1.5
SYLD Cambria Shareholder Yield ETF 1.1 59 -19 11.5 +5.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 30 4.6 -2.0
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.1 60 -20 6.7 +0.2
EATZ AdvisorShares Restaurant ETF 1.1 101 -61 2.5 -4.0
VAMO Cambria Value & Momentum ETF 1.1 61 -21 10.0 +3.5
RNMC First Trust Mid Cap US Equity Select ETF 1.1 60 -20 7.8 +1.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.1 6 34 2.3 -4.2
ISMD Inspire Small/Mid Cap ETF 1.1 54 -14 6.0 -0.6
CVY Invesco Zacks Multi-Asset Income ETF 1.0 106 -66 10.5 +4.0
DFAS Dimensional U.S. Small Cap ETF 1.0 26 14 5.8 -0.7
NUMG Nuveen ESG Mid-Cap Growth ETF 1.0 31 9 3.3 -3.2
SFYF SoFi Social 50 ETF 1.0 29 11 -1.2 -7.7
BUZZ VanEck Social Sentiment ETF 1.0 75 -35 0.1 -6.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.0 56 -16 13.9 +7.3
ISCB iShares Morningstar Small-Cap ETF 1.0 4 36 5.2 -1.3
RFG Invesco S&P Midcap 400 Pure Growth ETF 1.0 35 5 5.4 -1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -24 1.9 -4.6
DFSV Dimensional US Small Cap Value ETF 1.0 31 9 8.7 +2.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.0 60 -20 5.0 -1.6
KLDW Knowledge Leaders Developed World ETF 0.9 75 -35 4.8 -1.7
CGGR Capital Group Growth ETF 0.9 39 1 3.3 -3.2
FBCG Fidelity Blue Chip Growth ETF 0.9 59 -19 2.4 -4.2
TMFC Motley Fool 100 Index ETF 0.9 50 -10 3.7 -2.8
EZM WisdomTree U.S. MidCap Fund 0.9 38 2 8.1 +1.6
ISCV iShares Morningstar Small Cap Value ETF 0.9 6 34 8.1 +1.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.9 4 36 4.0 -2.5
CACG ClearBridge All Cap Growth ESG ETF 0.9 54 -14 3.1 -3.4
PSET Principal Quality ETF 0.8 15 25 5.4 -1.1
BKSE BNY Mellon US Small Cap Core Equity ETF 0.8 4 36 5.4 -1.1
SCHA Schwab U.S. Small-Cap ETF 0.8 4 36 4.7 -1.8
SSPX Janus Henderson U.S. Sustainable Equity ETF 0.8 55 -15 4.1 -2.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 25 5.9 -0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 0.8 65 -25 7.9 +1.4
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 11 4.9 -1.7
LRND IQ U.S. Large Cap R&D Leaders ETF 0.7 14 26 6.0 -0.5
BNE Blue Horizon BNE ETF 0.7 87 -47 4.1 -2.4
COWS Amplify Cash Flow Dividend Leaders ETF 0.7 0 40 12.4 +5.9
QGRO American Century U.S. Quality Growth ETF 0.7 29 11 4.9 -1.6
VUG Vanguard Growth ETF 0.6 4 36 4.0 -2.6
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6 60 -20 6.8 +0.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.6 25 15 6.5 0.0
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -55 1.5 -5.0
DSMC Distillate Small/Mid Cash Flow ETF 0.6 55 -15 11.5 +5.0
FTC First Trust Large Cap Growth AlphaDEX Fund 0.6 59 -19 2.6 -3.9
MEDI Harbor Health Care ETF 0.6 80 -40 0.6 -5.9
XMHQ Invesco S&P MidCap Quality ETF 0.6 25 15 6.4 -0.2
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.3 -2.2
PDP Invesco Dorsey Wright Momentum ETF 0.6 62 -22 3.4 -3.1
PEJ Invesco Leisure and Entertainment ETF 0.6 58 -18 -0.4 -6.9
MGK Vanguard Mega Cap Growth ETF 0.5 7 33 4.0 -2.5
PRAY FIS Christian Stock Fund 0.5 69 -29 5.7 -0.8
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.5 -2.1
GLRY Inspire Faithward Mid Cap Momentum ETF 0.5 80 -40 8.0 +1.5
OSCV Opus Small Cap Value ETF 0.5 79 -39 6.0 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 0.5 12 28 4.9 -1.6
IBUY Amplify Online Retail ETF 0.5 65 -25 1.6 -4.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.5 35 5 7.4 +0.8
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.5 42 -2 7.3 +0.8
FFND Future Fund Active ETF 0.4 100 -60 0.2 -6.4
FFTY Innovator IBD 50 ETF 0.4 80 -40 -0.5 -7.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.4 39 1 4.0 -2.5
VEGN US Vegan Climate ETF 0.4 60 -20 4.4 -2.1
JRNY ALPS Global Travel Beneficiaries ETF 0.4 65 -25 0.5 -6.0
RFFC ALPS Active Equity Opportunity ETF 0.4 48 -8 4.5 -2.0
WRND IQ Global Equity R&D Leaders ETF 0.4 18 22 6.9 +0.4
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.4 30 10 7.3 +0.8
KOMP SPDR S&P Kensho New Economies Composite ETF 0.4 20 20 2.0 -4.5
RYJ Invesco Raymond James SB-1 Equity ETF 0.3 75 -35 2.9 -3.6
MDCP VictoryShares THB Mid Cap ESG ETF 0.3 55 -15 5.0 -1.6
MOTO SmartETFs Smart Transportation & Technology ETF 0.3 68 -28 6.5 +0.0
ACES ALPS Clean Energy ETF 0.3 55 -15 -4.1 -10.7
TEMP JPMorgan Climate Change Solutions ETF 0.3 49 -9 4.9 -1.6
BECO BlackRock Future Climate and Sustainable Economy ETF 0.3 70 -30 13.1 +6.6
EVX VanEck Environmental Services ETF 0.3 55 -15 2.9 -3.6
DWLD Davis Select Worldwide ETF 0.3 63 -23 5.8 -0.7
ERTH Invesco MSCI Sustainable Future ETF 0.3 62 -22 3.4 -3.2
GSFP Goldman Sachs Future Planet Equity ETF 0.3 75 -35 4.6 -1.9
GRPM Invesco S&P MidCap 400 GARP ETF 0.3 35 5 9.8 +3.3
TPSC Timothy Plan US Small Cap Core ETF 0.3 52 -12 7.3 +0.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.3 9 31 3.8 -2.7
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 15 5.1 -1.4
ACTV LeaderShares Activist Leaders ETF 0.2 75 -35 7.9 +1.4
BUYZ Franklin Disruptive Commerce ETF 0.2 50 -10 1.8 -4.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.2 38 2 8.0 +1.5
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -49 4.5 -2.0
RNSC Furst Trust Small Cap US Equity Select ETF 0.1 60 -20 7.9 +1.4
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.1 25 15 8.7 +2.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.1 38 2 6.8 +0.3
FYT First Trust Small Cap Value AlphaDEX Fund 0.1 73 -33 11.4 +4.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 6.9 +0.4
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 9.8 +3.3
TEQI T. Rowe Price Equity Income ETF 0.1 54 -14 4.1 -2.4
JSML Janus Henderson Small Cap Growth Alpha ETF 0.1 30 10 8.8 +2.3
SSLY Syntax Stratified SmallCap ETF 0.0 40 0 7.2 +0.7
SPSM SPDR Portfolio S&P 600 Small Cap ETF 0.0 3 37 7.8 +1.3
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.0 15 25 6.7 +0.2
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF 0.0 15 25 7.9 +1.4
VIOO Vanguard S&P Small-Cap 600 ETF 0.0 10 30 7.6 +1.1
RWJ Invesco S&P SmallCap 600 Revenue ETF 0.0 39 1 9.0 +2.5
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.0 15 25 8.6 +2.1
IJR iShares Core S&P Small Cap ETF 0.0 6 34 7.8 +1.3
IJS iShares S&P Small-Cap 600 Value ETF 0.0 18 22 8.9 +2.4
SLYV SPDR S&P 600 Small Cap Value ETF 0.0 15 25 9.0 +2.4
TDVG T. Rowe Price Dividend Growth ETF 0.0 50 -10 4.8 -1.7
IETC iShares U.S. Tech Independence Focused ETF 0.0 18 22 4.0 -2.5
AVUV Avantis U.S. Small Cap Value ETF 0.0 25 15 10.0 +3.5
OALC OneAscent Large Cap Core ETF 0.0 86 -46 5.8 -0.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.0 60 -20 8.6 +2.1
TCHP T. Rowe Price Blue Chip Growth ETF 0.0 57 -17 3.3 -3.2
PSCC Invesco S&P SmallCap Consumer Staples ETF 0.0 29 11 7.0 +0.5

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

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RESULTS & ESTIMATES

  2019 2020 2021 2022 2023 2024E 2025E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2023 2024E 2025E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:
iShares U.S. Consumer Staples 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 26.1 %
Divided by: Fwd. P/BV 3.8 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.5 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.59 CATEGORY
AVERAGE
1.55
 
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.