iShares U.S. Real Estate ETF
ALTAR
Score™		 2.7% info Recommen-
dation		 AVOID
2025E    2026E
P/E
ratio		 34.5x P/Sales
ratio		 5.5x
P/BV
ratio		 3.0x Div.
yield		 3.8%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Real Estate Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, to the performance of the real estate sector of the U.S. equity market, as represented by the Dow Jones U.S. Real Estate Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date Jun 12, 2000
Assets (mns) $3,637
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 65
Wgt avg mkt cap (mns) $39,243
Large cap (>$10bn) 89.3%
Mid cap ($2-10bn) 10.7%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
PROLOGIS INC 7.9 %
AMERICAN TOWER CORP-CL A 7.5 %
EQUINIX INC 6.1 %
WELLTOWER, INC. 4.7 %
REALTY INCOME CORP 3.9 %
SIMON PROPERTY GROUP INC 3.9 %
PUBLIC STORAGE 3.7 %
DIGITAL REALTY TRUST INC 3.6 %
CROWN CASTLE INTL CORP 3.5 %
CBRE GROUP, INC. CLASS A 2.9 %
Total 47.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 97.9 %










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.
5.7% 13.0% 5.0% 5.4% 8.4%

Market Correlations
versus... Beta R-squared
S&P500 1.04 70%
MSCI EAFE 1.02 69%
MSCI Emg. Mkts. 0.81 44%

Technical Indicators
Recent close $96.22
30d moving avg. $96.11
Annualized volatility 21.3%
Short interest (ETF) 26.5%
Short interest (Underlying) 2.2%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 5,010
Turnover 13.3%
Bid/Ask (% of price) 0.01%
ADV underlying (mns) $5,445

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 588 potential alternatives to the iShares U.S. Real Estate ETF ETF based on the alternatives' overlap in portfolio holdings with IYR. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYR Expense: 40 bp ALTAR Score™: 2.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYR
Ticker Fund
Name		 Overlap1
vs IYR
(%)		 Expense
ratio
(bp)		 Savings
vs IYR
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYR
(%)
FREL Fidelity MSCI Real Estate Index ETF 88.2 8 32 2.5 -0.2
SCHH Schwab U.S. REIT ETF 88.0 7 33 2.5 -0.2
VNQ Vanguard Real Estate ETF 86.2 12 28 2.4 -0.3
DFAR Dimensional US Real Estate ETF 86.0 19 21 2.3 -0.4
XLRE Real Estate Select Sector SPDR Fund 80.0 8 32 6.3 +3.7
FRI First Trust S&P REIT Index Fund 73.7 50 -10 1.9 -0.8
USRT iShares Core U.S. REIT ETF 73.7 8 32 2.4 -0.3
ICF iShares Cohen & Steers REIT ETF 72.9 33 7 2.4 -0.3
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF 72.9 11 29 2.3 -0.4
AVRE Avantis Real Estate ETF 67.1 17 23 3.3 +0.6
RWR SPDR Dow Jones REIT ETF 66.9 25 15 2.1 -0.6
DFGR Dimensional Global Real Estate ETF 65.9 22 18 3.2 +0.5
RSPR Invesco S&P 500 Equal Weight Real Estate ETF 65.5 40 0 2.5 -0.1
REET iShares Global REIT ETF 62.6 14 26 3.3 +0.7
RWO SPDR Dow Jones Global Real Estate ETF 61.3 50 -10 2.9 +0.2
PSR Invesco Active U.S. Real Estate Fund 57.2 35 5 2.2 -0.5
FPRO Fidelity Real Estate Investment ETF 56.1 59 -19 1.5 -1.2
ERET iShares Environmentally Aware Real Estate ETF 56.0 30 10 3.1 +0.4
VGSR Vert Global Sustainable Real Estate ETF 52.2 47 -7 2.8 +0.2
JPRE JPMorgan Realty Income ETF 51.4 50 -10 1.4 -1.3
PPTY US Diversified Real Estate ETF 45.3 53 -13 1.9 -0.7
IVRA Invesco Real Assets ESG ETF 45.2 59 -19 3.5 +0.9
JRE Janus Henderson U.S. Real Estate ETF 41.9 65 -25 1.6 -1.1
IRET iREIT - MarketVector Quality REIT Index ETF 41.4 60 -20 2.3 -0.4
BYRE Principal Real Estate Active Opportunities ETF 38.2 65 -25 1.7 -0.9
RITA ETFB Green SRI REITs ETF 37.7 50 -10 2.4 -0.3
GQRE FlexShares Global Quality Real Estate Index Fund 37.4 45 -5 4.1 +1.4
DTRE First Trust Alerian Disruptive Technology Real Estate ETF 31.4 60 -20 2.5 -0.1
REZ iShares Residential and Multisector Real Estate ETF 30.8 48 -8 1.7 -1.0
REAI Intelligent Real Estate ETF 30.1 59 -19 0.6 -2.1
SPRE SP Funds S&P Global REIT Sharia ETF 26.5 55 -15 2.3 -0.3
IQRA IQ CBRE Real Assets ETF 26.0 65 -25 2.7 -0.0
SRVR Pacer Data & Infrastructure Real Estate ETF 24.6 55 -15 1.1 -1.6
HAUS Residential REIT ETF 24.5 60 -20 0.7 -1.9
HOMZ Hoya Capital Housing ETF 24.2 30 10 6.3 +3.7
BLLD JPMorgan Sustainable Infrastructure ETF 24.1 49 -9 4.8 +2.1
DTCR Global X Data Center & Digital Infrastructure ETF 22.6 50 -10 1.7 -0.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 22.6 41 -1 2.8 +0.1
NURE Nuveen Short-Term REIT ETF 21.3 35 5 1.5 -1.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 20.5 7 33 8.2 +5.5
RDOG ALPS REIT Dividend Dogs ETF 19.4 35 5 1.1 -1.6
INDS Pacer Industrial Real Estate ETF 18.2 55 -15 3.9 +1.3
DESK VanEck Office and Commercial REIT ETF 18.0 50 -10 1.1 -1.5
VRAI Virtus Real Asset Income ETF 16.9 55 -15 7.5 +4.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 16.6 30 10 7.4 +4.7
RIET Hoya Capital High Dividend Yield ETF 14.9 50 -10 6.0 +3.3
BIBL Inspire 100 ETF 14.6 35 5 4.7 +2.0
ABLD Abacus FCF Real Assets Leaders ETF 13.6 69 -29 5.7 +3.0
TXS Texas Capital Texas Equity Index ETF 12.2 49 -9 5.1 +2.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 12.1 27 13 6.1 +3.5
XMLV Invesco S&P MidCap Low Volatility ETF 11.0 25 15 6.0 +3.4
ULVM VictoryShares US Value Momentum ETF 10.9 20 20 7.2 +4.6
ICAP InfraCap Equity Income Fund ETF 10.8 171 -131 5.2 +2.6
CZA Invesco Zacks Mid-Cap ETF 10.5 72 -32 5.9 +3.2
FDVV Fidelity High Dividend ETF 10.4 15 25 7.5 +4.8
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 10.4 24 16 7.6 +4.9
NETL NETLease Corporate Real Estate ETF 10.4 60 -20 3.7 +1.0
IWS iShares Russell Mid-Cap Value ETF 10.1 23 17 6.5 +3.9
DIVG Invesco S&P 500 High Dividend Growers ETF 10.0 39 1 5.3 +2.6
ONEY SPDR Russell 1000 Yield Focus ETF 9.9 20 20 9.1 +6.4
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 9.6 12 28 5.0 +2.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 9.5 60 -20 6.3 +3.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 9.4 15 25 5.8 +3.2
DON WisdomTree U.S. MidCap Dividend Fund 9.3 38 2 8.3 +5.7
IMCV iShares Morningstar Mid-Cap Value ETF 9.2 6 34 7.9 +5.2
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 9.2 80 -40 6.0 +3.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 9.2 18 22 7.2 +4.6
IJJ iShares S&P Mid-Cap 400 Value ETF 8.9 18 22 8.6 +6.0
MDYV SPDR S&P 400 Mid Cap Value ETF 8.8 15 25 8.7 +6.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 8.7 15 25 8.7 +6.0
FTIF First Trust Bloomberg Inflation Sensitive Equity ETF 8.7 60 -20 8.8 +6.1
TOLZ ProShares DJ Brookfield Global Infrastructure ETF 8.7 46 -6 4.9 +2.2
NUMV Nuveen ESG Mid-Cap Value ETF 8.6 31 9 6.4 +3.7
SRET Global X SuperDividend REIT ETF 8.5 59 -19 8.1 +5.5
EQAL Invesco Russell 1000 Equal Weight ETF 8.4 20 20 6.6 +3.9
VOE Vanguard Mid-Cap Value ETF 8.4 7 33 7.2 +4.6
DEW WisdomTree Global High Dividend Fund 8.3 58 -18 7.7 +5.1
MBCC Monarch Blue Chips Core ETF 8.3 125 -85 3.5 +0.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 8.2 60 -20 5.7 +3.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 8.2 10 30 4.2 +1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 8.2 15 25 4.3 +1.6
BKMC BNY Mellon US Mid Cap Core Equity ETF 8.2 4 36 6.1 +3.5
VO Vanguard Mid-Cap ETF 8.0 4 36 5.6 +3.0
AGNG Global X Aging Population ETF 7.9 50 -10 4.2 +1.5
IWR iShares Russell Midcap ETF 7.8 19 21 5.8 +3.1
MILN Global X Millennial Consumer ETF 7.7 50 -10 3.1 +0.4
PY Principal Value ETF 7.6 15 25 7.1 +4.5
TMFG Motley Fool Global Opportunities ETF 7.6 85 -45 3.5 +0.9
STXM Strive Mid-Cap ETF 7.6 18 22 3.6 +1.0
VOT Vanguard Mid-Cap Growth ETF 7.6 7 33 3.7 +1.0
BLDG Cambria Global Real Estate ETF 7.5 60 -20 4.2 +1.5
IDAT iShares Future Cloud 5G and Tech ETF 7.5 47 -7 4.8 +2.1
XJH iShares ESG Screened S&P Mid-Cap ETF 7.4 12 28 7.0 +4.4
FMDE Fidelity Enhanced Mid Cap ETF 7.4 23 17 5.8 +3.1
IMCB iShares Morningstar Mid-Cap ETF 7.3 4 36 6.0 +3.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 7.3 25 15 4.9 +2.2
FLDZ RiverNorth Patriot ETF 7.3 75 -35 5.9 +3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 7.2 20 20 7.8 +5.1
SCHM Schwab U.S. Mid-Cap ETF 7.2 4 36 6.7 +4.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 7.1 10 30 3.3 +0.6
NUDV Nuveen ESG Dividend ETF 7.1 26 14 6.7 +4.0
PTL Inspire 500 ETF 7.0 9 31 5.4 +2.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 7.0 15 25 7.3 +4.6
FCLD Fidelity Cloud Computing ETF 6.9 39 1 3.0 +0.3
TBG TBG Dividend Focus ETF 6.8 59 -19 7.3 +4.7
SDG iShares MSCI Global Sustainable Development Goals ETF 6.8 49 -9 6.0 +3.3
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.7 60 -20 4.0 +1.4
MDY SPDR S&P Midcap 400 ETF Trust 6.7 24 16 7.2 +4.5
IJH iShares Core S&P Mid-Cap ETF 6.7 5 35 7.4 +4.7
EUSA iShares MSCI USA Equal Weighted ETF 6.6 9 31 6.0 +3.3
VBR Vanguard Small Cap Value ETF 6.5 7 33 8.5 +5.8
SIZE iShares MSCI USA Size Factor ETF 6.5 15 25 5.8 +3.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 6.5 3 37 7.4 +4.7
IVOO Vanguard S&P Mid-Cap 400 ETF 6.5 10 30 7.3 +4.7
RSP Invesco S&P 500 Equal Weight ETF 6.4 20 20 6.3 +3.7
SPLV Invesco S&P 500 Low Volatility ETF 6.4 25 15 4.8 +2.2
ALTL Pacer Lunt Large Cap Alternator ETF 6.3 60 -20 4.6 +1.9
BWEB Bitwise Web3 ETF 6.1 85 -45 0.1 -2.6
KNCT Invesco Next Gen Connectivity ETF 6.1 40 0 5.1 +2.4
NXTG First Trust Indxx NextG ETF 6.1 70 -30 5.8 +3.2
QDF FlexShares Quality Dividend Index Fund 5.9 37 3 6.2 +3.5
SFYX SoFi Next 500 ETF 5.8 0 40 3.6 +0.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 5.8 15 25 5.9 +3.3
JHDV John Hancock U.S. High Dividend ETF 5.8 34 6 6.3 +3.6
BLES Inspire Global Hope ETF 5.8 61 -21 6.8 +4.2
SPDV AAM S&P 500 High Dividend Value ETF 5.6 29 11 9.8 +7.2
IMCG iShares Morningstar Mid-Cap Growth ETF 5.5 6 34 4.1 +1.5
FMET Fidelity Metaverse ETF 5.5 39 1 5.1 +2.5
JHMM John Hancock Multifactor Mid Cap ETF 5.5 42 -2 6.5 +3.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 5.5 9 31 6.1 +3.5
CVY Invesco Zacks Multi-Asset Income ETF 5.4 106 -66 10.9 +8.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 5.4 29 11 6.8 +4.2
QDEF FlexShares Quality Dividend Defensive Index Fund 5.3 37 3 5.9 +3.3
RBLD First Trust Alerian US NextGen Infrastructure ETF 5.2 65 -25 5.9 +3.3
SDY SPDR S&P Dividend ETF 5.2 35 5 6.2 +3.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 5.1 24 16 7.6 +5.0
FDCF Fidelity Disruptive Communications ETF 5.1 50 -10 3.3 +0.6
VB Vanguard Small-Cap ETF 5.1 5 35 5.7 +3.1
JAVA JPMorgan Active Value ETF 5.1 44 -4 6.3 +3.6
FCPI Fidelity Stocks for Inflation ETF 5.1 15 25 7.8 +5.1
HDUS Hartford Disciplined US Equity ETF 5.0 19 21 5.9 +3.2
DLN WisdomTree U.S. LargeCap Dividend Fund 5.0 28 12 5.9 +3.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 5.0 20 20 7.4 +4.7
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 5.0 10 30 5.4 +2.7
DTD WisdomTree U.S. Total Dividend Fund 4.9 28 12 6.2 +3.6
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4.9 7 33 6.2 +3.6
GVUS Marketbeta Russell 1000 Value Equity ETF 4.8 12 28 6.5 +3.9
CGDG Capital Group Dividend Growers ETF 4.7 47 -7 6.3 +3.7
IGPT Invesco AI and Next Gen Software ETF 4.7 60 -20 4.9 +2.3
FUNL CornerCap Fundametrics Large-Cap ETF 4.7 50 -10 7.3 +4.7
IWD iShares Russell 1000 Value ETF 4.7 19 21 6.5 +3.8
VONV Vanguard Russell 1000 Value ETF 4.7 8 32 6.6 +3.9
YLDE ClearBridge Dividend Strategy ESG ETF 4.7 60 -20 5.4 +2.8
USXF iShares ESG Advanced MSCI USA ETF 4.7 10 30 4.9 +2.2
SCHV Schwab U.S. Large-Cap Value ETF 4.6 4 36 6.8 +4.2
AFMC First Trust Active Factor Mid Cap ETF 4.6 65 -25 8.2 +5.5
HAPY Harbor Human Capital Factor Unconstrained ETF 4.6 50 -10 3.4 +0.7
MAGA Point Bridge America First ETF 4.6 72 -32 6.5 +3.8
REVS Columbia Research Enhanced Value ETF 4.6 19 21 7.6 +5.0
ERTH Invesco MSCI Sustainable Future ETF 4.5 62 -22 2.5 -0.2
SMMD iShares Russell 2500 ETF 4.4 15 25 6.2 +3.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.4 39 1 10.3 +7.6
STXV Strive 1000 Value ETF 4.4 18 22 7.5 +4.8
DHS WisdomTree U.S. High Dividend Fund 4.4 38 2 7.8 +5.1
IJK iShares S&P Mid-Cap 400 Growth ETF 4.3 17 23 6.0 +3.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 4.3 47 -7 5.7 +3.0
UDI USCF Dividend Income Fund 4.3 65 -25 6.5 +3.8
FSMD Fidelity Small-Mid Multifactor ETF 4.3 15 25 7.0 +4.4
MDYG SPDR S&P 400 Mid Cap Growth ETF 4.2 15 25 6.0 +3.4
FIVG Defiance Next Gen Connectivity ETF 4.2 30 10 5.6 +2.9
FELV Fidelity Enhanced Large Cap Value ETF 4.2 18 22 6.8 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 4.2 15 25 5.4 +2.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 4.2 15 25 6.0 +3.3
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 4.2 30 10 7.9 +5.3
VEGN US Vegan Climate ETF 4.1 60 -20 4.6 +2.0
EVUS iShares ESG Aware MSCI USA Value ETF 4.1 18 22 6.0 +3.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 4.1 65 -25 3.0 +0.4
QUVU Hartford Quality Value ETF 4.1 46 -6 7.0 +4.3
NIXT Research Affiliates Deletions ETF 4.0 9 31 3.8 +1.2
INRO iShares U.S. Industry Rotation Active ETF 4.0 42 -2 4.1 +1.5
KONG Formidable Fortress ETF 4.0 89 -49 5.7 +3.0
MDLV Morgan Dempsey Large Cap Value ETF 4.0 58 -18 7.0 +4.3
NUMG Nuveen ESG Mid-Cap Growth ETF 4.0 31 9 2.6 -0.1
AFLG First Trust Active Factor Large Cap ETF 3.9 55 -15 6.2 +3.5
SWP SWP Growth & Income ETF 3.9 99 -59 4.6 +1.9
POWA Invesco Bloomberg Pricing Power ETF 3.9 40 0 5.3 +2.7
SIXG Defiance Connective Technologies ETF 3.9 30 10 4.5 +1.9
BEEZ Honeytree U.S. Equity ETF 3.8 64 -24 3.5 +0.8
TMFM Motley Fool Mid-Cap Growth ETF 3.8 85 -45 3.7 +1.1
FNDA Schwab Fundamental US Small Co. Index ETF 3.7 25 15 6.6 +3.9
VICE AdvisorShares Vice ETF 3.7 99 -59 6.2 +3.5
BJK VanEck Gaming ETF 3.7 65 -25 3.9 +1.3
WCEO Hypatia Women CEO ETF 3.7 85 -45 -1.3 -4.0
ISCV iShares Morningstar Small Cap Value ETF 3.6 6 34 8.4 +5.7
NOBL ProShares S&P 500 Dividend Aristocrats ETF 3.6 35 5 5.7 +3.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 3.6 9 31 5.0 +2.3
DIVL Madison Dividend Value ETF 3.5 65 -25 5.4 +2.7
NULV Nuveen ESG Large-Cap Value ETF 3.5 26 14 6.2 +3.5
GLBL Pacer MSCI World Industry Advantage ETF 3.5 65 -25 5.0 +2.3
IUSV iShares Core S&P US Value ETF 3.5 4 36 6.5 +3.8
MBOX Freedom Day Dividend ETF 3.5 39 1 7.4 +4.7
HUSV First Trust Horizon Managed Volatility Domestic ETF 3.5 70 -30 4.4 +1.7
RJMG FT Raymond James Multicap Growth Equity ETF 3.4 85 -45 2.6 -0.1
PTEC Global X PropTech ETF 3.4 50 -10 2.5 -0.2
VXF Vanguard Extended Market ETF 3.4 6 34 4.5 +1.9
DIVB iShares Core Dividend ETF 3.4 5 35 7.7 +5.0
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 3.4 12 28 5.1 +2.5
XDAT Franklin Exponential Data ETF 3.3 50 -10 2.1 -0.5
NUSC Nuveen ESG Small-Cap ETF 3.3 31 9 5.3 +2.6
SSPY Syntax Stratified LargeCap ETF 3.3 30 10 6.6 +3.9
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.3 65 -25 5.4 +2.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.3 55 -15 4.2 +1.6
SMLF iShares U.S. SmallCap Equity Factor ETF 3.2 15 25 6.0 +3.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.2 60 -20 4.7 +2.0
SPXT ProShares S&P 500 Ex-Technology ETF 3.2 9 31 5.6 +2.9
BDIV AAM Brentview Dividend Growth ETF 3.2 49 -9 4.3 +1.7
IVE iShares S&P 500 Value ETF 3.2 18 22 6.2 +3.6
VOOV Vanguard S&P 500 Value ETF 3.2 10 30 6.3 +3.7
ISCB iShares Morningstar Small-Cap ETF 3.2 4 36 5.6 +3.0
CLOU Global X Cloud Computing ETF 3.2 68 -28 1.9 -0.8
RFFC ALPS Active Equity Opportunity ETF 3.2 48 -8 4.5 +1.9
SPYV SPDR Portfolio S&P 500 Value ETF 3.2 4 36 6.4 +3.7
PRF Invesco FTSE RAFI US 1000 ETF 3.2 39 1 7.0 +4.3
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 4.6 +2.0
VBK Vanguard Small-Cap Growth ETF 3.1 7 33 1.7 -0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 3.1 15 25 5.1 +2.4
TEKX SPDR Galaxy Transformative Tech Accelerators ETF 3.1 65 -25 -3.8 -6.5
JPEF JPMorgan Equity Focus ETF 3.1 50 -10 4.5 +1.9
ESML iShares ESG Aware MSCI USA Small-Cap ETF 3.1 17 23 5.7 +3.0
KLMN Invesco MSCI North America Climate ETF 3.1 9 31 5.3 +2.6
SIXL ETC 6 Meridian Low Beta Equity ETF 3.1 80 -40 5.7 +3.1
DEMZ Democratic Large Cap Core ETF 3.1 45 -5 4.6 +1.9
ILCV iShares Morningstar Value ETF 3.1 4 36 6.7 +4.0
DEUS Xtrackers Russell US Multifactor ETF 3.1 17 23 6.9 +4.2
SRHQ SRH U.S. Quality ETF 3.1 35 5 7.6 +4.9
AUSF Global X Adaptive U.S. Factor ETF 3.0 27 13 9.2 +6.5
CHGX AXS Change Finance ESG ETF 3.0 49 -9 5.3 +2.7
VTV Vanguard Value ETF 3.0 4 36 6.9 +4.3
STXD Strive 1000 Dividend Growth ETF 3.0 35 5 5.0 +2.3
DVND Touchstone Dividend Select ETF 3.0 67 -27 5.7 +3.0
DSI iShares MSCI KLD 400 Social ETF 3.0 25 15 5.2 +2.5
EZM WisdomTree U.S. MidCap Fund 2.9 38 2 9.3 +6.7
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -5 5.4 +2.8
BEEX BeeHive ETF 2.8 84 -44 4.7 +2.1
ESMV iShares ESG MSCI USA Min Vol Factor ETF 2.8 18 22 4.9 +2.3
JHML John Hancock Multifactor Large Cap ETF 2.8 29 11 5.6 +3.0
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 31 5.0 +2.4
FNK First Trust Mid Cap Value AlphaDEX Fund 2.7 70 -30 12.3 +9.6
ISCG iShares Morningstar Small-Cap Growth ETF 2.7 6 34 2.7 +0.1
ISHP First Trust Nasdaq Retail ETF 2.7 60 -20 5.5 +2.9
QLC FlexShares US Quality Large Cap Index Fund 2.7 25 15 5.9 +3.2
ONEO SPDR Russell 1000 Momentum Focus ETF 2.7 20 20 6.8 +4.1
SPMV Invesco S&P 500 Minimum Variance ETF 2.7 10 30 4.9 +2.2
JEPI JPMorgan Equity Premium Income ETF 2.6 35 5 5.4 +2.8
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.6 15 25 4.3 +1.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 2.6 20 20 5.3 +2.6
EBIZ Global X E-Commerce ETF 2.6 50 -10 4.3 +1.7
TIME Clockwise Core Equity & Innovation ETF 2.6 95 -55 8.1 +5.5
TOGA Tremblant Global ETF 2.6 69 -29 2.5 -0.2
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 2.6 5 35 7.1 +4.5
FLRG Fidelity U.S. Multifactor ETF 2.5 15 25 7.1 +4.5
VLU SPDR S&P 1500 Value Tilt ETF 2.5 12 28 7.2 +4.5
IWB iShares Russell 1000 ETF 2.5 15 25 5.2 +2.5
SPXV ProShares S&P 500 Ex-Health Care ETF 2.5 9 31 4.4 +1.8
USMF WisdomTree U.S. Multifactor Fund 2.5 28 12 6.7 +4.1
MTUM iShares MSCI USA Momentum Factor ETF 2.5 15 25 3.9 +1.2
VONE Vanguard Russell 1000 ETF 2.5 8 32 5.3 +2.6
GURU Global X Guru Index ETF 2.5 75 -35 4.2 +1.5
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.5 11 29 5.2 +2.6
FDRR Fidelity Dividend ETF for Rising Rates 2.5 15 25 7.6 +4.9
APUE ActivePassive U.S. Equity ETF 2.5 45 -5 4.9 +2.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.5 12 28 4.8 +2.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.5 20 20 5.3 +2.7
FQAL Fidelity Quality Factor ETF 2.5 15 25 5.9 +3.2
SUSA iShares MSCI USA ESG Select ETF 2.5 25 15 5.0 +2.3
FVAL Fidelity Value Factor ETF 2.5 15 25 7.3 +4.7
IYY iShares Dow Jones U.S. ETF 2.5 20 20 5.1 +2.5
RECS Columbia Research Enhanced Core ETF 2.5 15 25 6.2 +3.5
STXK Strive Small-Cap ETF 2.5 18 22 5.5 +2.8
KBWY Invesco KBW Premium Yield Equity REIT ETF 2.5 35 5 0.8 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 28 6.0 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 2.5 25 15 7.8 +5.1
XVV iShares ESG Screened S&P 500 ETF 2.4 8 32 5.1 +2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.4 14 26 5.2 +2.6
FDLO Fidelity Low Volatility Factor ETF 2.4 15 25 5.4 +2.7
IWV iShares Russell 3000 ETF 2.4 20 20 5.0 +2.4
SNPE Xtrackers S&P 500 ESG ETF 2.4 10 30 5.4 +2.7
SCHK Schwab 1000 Index ETF 2.4 5 35 5.3 +2.7
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 32 5.3 +2.6
SCHX Schwab U.S. Large-Cap ETF 2.4 3 37 5.3 +2.7
VTI Vanguard Total Stock Market ETF 2.4 3 37 5.2 +2.5
VTHR Vanguard Russell 3000 ETF 2.4 10 30 5.2 +2.5
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 8.5 +5.9
RAFE PIMCO RAFI ESG U.S. ETF 2.4 29 11 7.3 +4.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 33 5.2 +2.6
SCHB Schwab U.S. Broad Market ETF 2.4 3 37 5.3 +2.6
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 30 5.3 +2.6
PBUS Invesco MSCI USA ETF 2.4 4 36 5.2 +2.6
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.4 3 37 5.5 +2.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 37 5.2 +2.5
FNX First Trust Mid Cap Core AlphaDEX Fund 2.3 60 -20 8.2 +5.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 30 5.3 +2.6
INCE Franklin Income Equity Focus ETF 2.3 29 11 5.6 +2.9
ILCB iShares Morningstar U.S. Equity ETF 2.3 3 37 5.2 +2.6
ESGU iShares ESG Aware MSCI USA ETF 2.3 15 25 5.1 +2.5
VFMV Vanguard U.S. Minimum Volatility ETF 2.3 13 27 5.5 +2.8
CGUS Capital Group Core Equity ETF 2.3 33 7 4.6 +2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 2.3 56 -16 6.3 +3.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.3 59 -19 9.4 +6.8
USRD Themes US R&D Champions ETF 2.3 29 11 5.6 +2.9
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 5.0 +2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 5.3 +2.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.3 9 31 4.7 +2.1
SHE SPDR MSCI USA Gender Diversity ETF 2.3 20 20 5.2 +2.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.3 60 -20 1.2 -1.5
FDMO Fidelity Momentum Factor ETF 2.3 15 25 4.1 +1.4
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 5.1 +2.4
VLUE iShares MSCI USA Value Factor ETF 2.2 15 25 10.2 +7.5
QUAL iShares MSCI USA Quality Factor ETF 2.2 15 25 5.3 +2.7
FLQL Franklin LibertyQ U.S. Equity ETF 2.2 15 25 5.7 +3.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 2.2 50 -10 8.3 +5.7
IVV iShares Core S&P 500 ETF 2.2 3 37 5.3 +2.6
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 38 5.3 +2.7
SPY SPDR S&P 500 ETF Trust 2.2 9 31 5.2 +2.6
VOO Vanguard S&P 500 ETF 2.2 3 37 5.3 +2.6
CUT Invesco MSCI Global Timber ETF 2.2 61 -21 9.1 +6.5
WOOD iShares Global Timber & Forestry ETF 2.2 42 -2 9.5 +6.8
ADME Aptus Drawdown Managed Equity ETF 2.2 79 -39 4.3 +1.7
YALL God Bless America ETF 2.2 65 -25 4.3 +1.7
BOUT Innovator IBD Breakout Opportunities ETF 2.2 81 -41 4.8 +2.1
OSCV Opus Small Cap Value ETF 2.2 79 -39 6.7 +4.1
PFI Invesco Dorsey Wright Financial Momentum ETF 2.2 60 -20 4.6 +1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -19 2.8 +0.2
LRGF iShares U.S. Equity Factor ETF 2.2 8 32 5.8 +3.1
SMAP Amplify Small-Mid Cap Equity ETF 2.1 60 -20 1.3 -1.3
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -19 6.5 +3.8
RWK Invesco S&P MidCap 400 Revenue ETF 2.1 39 1 10.2 +7.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.1 67 -27 10.1 +7.4
VV Vanguard Large-Cap ETF 2.1 4 36 5.2 +2.6
HAPI Harbor Human Capital Factor US Large Cap ETF 2.1 36 4 5.1 +2.5
BEDZ AdvisorShares Hotel ETF 2.1 100 -60 2.5 -0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 40 5.3 +2.6
KLMT Invesco MSCI Global Climate 500 ETF 2.1 10 30 6.1 +3.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 33 5.2 +2.5
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.9 +3.2
STRV Strive 500 ETF 2.1 5 35 5.2 +2.5
CVAR Cultivar ETF 2.1 87 -47 6.1 +3.4
VOTE TCW Transform 500 ETF 2.1 5 35 5.2 +2.6
XMVM Invesco S&P MidCap Value with Momentum ETF 2.1 39 1 9.7 +7.0
EQWL Invesco S&P 100 Equal Weight ETF 2.1 25 15 6.2 +3.6
ROE Astoria US Quality Kings ETF 2.1 49 -9 7.0 +4.3
NULC Nuveen ESG Large-Cap ETF 2.1 21 19 5.0 +2.4
WOMN Impact Shares YWCA Women's Empowerment ETF 2.0 75 -35 5.2 +2.5
FNDB Schwab Fundamental US Broad Market Index ETF 2.0 25 15 7.3 +4.6
RPG Invesco S&P 500 Pure Growth ETF 2.0 35 5 3.6 +1.0
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 2.0 60 -20 4.4 +1.7
PFM Invesco Dividend Achievers ETF 2.0 53 -13 5.3 +2.7
CGDV Capital Group Dividend Value ETF 2.0 33 7 4.9 +2.2
QVML Invesco S&P 500 QVM Multi-factor ETF 1.9 11 29 5.4 +2.7
SFY SoFi Select 500 ETF 1.9 0 40 4.8 +2.2
TECB iShares U.S. Tech Breakthrough Multisector ETF 1.9 40 0 4.0 +1.3
IWX iShares Russell Top 200 Value ETF 1.9 20 20 6.4 +3.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.9 60 -20 7.1 +4.4
FNDX Schwab Fundamental US Large Co. Index ETF 1.9 25 15 7.4 +4.7
ACVF American Conservative Values ETF 1.9 75 -35 4.5 +1.8
DIV Global X SuperDividend US ETF 1.9 45 -5 10.1 +7.5
RVRB Reverb ETF 1.8 30 10 3.7 +1.1
LRGC AB US Large Cap Strategic Equities ETF 1.8 48 -8 4.8 +2.1
FDWM Fidelity Women's Leadership ETF 1.8 59 -19 3.2 +0.5
OCFS Otter Creek Focus Strategy ETF 1.8 85 -45 4.6 +2.0
NANR SPDR S&P North American Natural Resources ETF 1.8 35 5 8.4 +5.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.8 29 11 6.4 +3.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.5 +2.8
OGIG ALPS O'Shares Global Internet Giants ETF 1.8 48 -8 1.9 -0.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 5.2 +2.5
SCHA Schwab U.S. Small-Cap ETF 1.8 4 36 5.3 +2.6
WTV WisdomTree US Value Fund of Benef Interest 1.8 12 28 9.5 +6.8
LRGE ClearBridge Large Cap Growth ESG ETF 1.8 59 -19 4.0 +1.3
TOK iShares MSCI Kokusai ETF 1.8 26 14 5.2 +2.5
FSMO Fidelity Small-Mid Cap Opportunities ETF 1.8 60 -20 6.4 +3.8
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.8 12 28 4.5 +1.8
GSPY Gotham Enhanced 500 ETF 1.7 50 -10 5.5 +2.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.7 52 -12 6.5 +3.9
BLCV iShares Large Cap Value Active ETF 1.7 53 -13 7.6 +4.9
HLGE Hartford Longevity Economy ETF 1.7 44 -4 5.5 +2.9
STXG Strive 1000 Growth ETF 1.7 18 22 4.2 +1.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.7 55 -15 4.9 +2.2
XT iShares Exponential Technologies ETF 1.7 46 -6 5.5 +2.8
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 20 8.2 +5.5
MORT VanEck Mortgage REIT Income ETF 1.7 43 -3 15.3 +12.7
SDIV Global X Superdividend ETF 1.7 58 -18 13.9 +11.2
REM iShares Mortgage Real Estate ETF 1.7 48 -8 13.4 +10.8
FTRI First Trust Indxx Global Natural Resources Income ETF 1.7 70 -30 8.6 +5.9
URTH iShares MSCI World ETF 1.7 24 16 5.5 +2.8
JOET Virtus Terranova US Quality Momentum ETF 1.7 29 11 5.0 +2.3
ROUS Hartford Multifactor US Equity ETF 1.6 19 21 7.2 +4.6
FLV American Century Focused Large Cap Value ETF 1.6 42 -2 6.7 +4.0
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF 1.6 40 0 7.0 +4.4
SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.6 60 -20 5.7 +3.0
ILCG iShares Morningstar Growth ETF 1.6 4 36 4.1 +1.5
WLDR Affinity World Leaders Equity ETF 1.6 67 -27 8.3 +5.7
JHSC John Hancock Multifactor Small Cap ETF 1.6 42 -2 6.9 +4.2
FBCV Fidelity Blue Chip Value ETF 1.6 59 -19 7.5 +4.9
SPVM Invesco S&P 500 Value with Momentum ETF 1.6 39 1 8.5 +5.8
PCGG Polen Capital Global Growth ETF 1.6 85 -45 3.8 +1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 20 6.0 +3.4
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.5 9 31 5.6 +2.9
FELC Fidelity Enhanced Large Cap Core ETF 1.5 18 22 5.6 +3.0
FXO First Trust Financials AlphaDEX Fund 1.5 62 -22 8.1 +5.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.5 64 -24 2.4 -0.2
KRMA Global X Conscious Companies ETF 1.5 43 -3 6.1 +3.5
VT Vanguard Total World Stock ETF 1.5 7 33 6.3 +3.6
ACWI iShares MSCI ACWI ETF 1.5 32 8 6.0 +3.3
KRUZ Unusual Whales Subversive Republican Trading ETF 1.5 75 -35 6.0 +3.4
VUG Vanguard Growth ETF 1.5 4 36 4.3 +1.7
OPTZ Optimize Strategy Index ETF 1.4 50 -10 5.3 +2.6
IUSG iShares Core S&P U.S. Growth ETF 1.4 4 36 4.7 +2.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -30 2.8 +0.1
FFLC Fidelity Fundamental Large Cap Core ETF 1.4 38 2 4.9 +2.3
BKSE BNY Mellon US Small Cap Core Equity ETF 1.4 4 36 5.9 +3.2
PWV Invesco Large Cap Value ETF 1.4 55 -15 7.6 +5.0
PNQI Invesco NASDAQ Internet ETF 1.3 60 -20 3.8 +1.2
PRAY FIS Christian Stock Fund 1.3 69 -29 5.5 +2.8
FVD First Trust Value Line Dividend Index Fund 1.3 65 -25 6.1 +3.4
MOTE VanEck Morningstar ESG Moat ETF 1.3 49 -9 4.9 +2.2
SFYF SoFi Social 50 ETF 1.3 29 11 0.0 -2.6
TMFC Motley Fool 100 Index ETF 1.3 50 -10 4.1 +1.5
IVW iShares S&P 500 Growth ETF 1.3 18 22 4.5 +1.9
VOOG Vanguard S&P 500 Growth ETF 1.3 10 30 4.6 +2.0
SPYG SPDR Portfolio S&P 500 Growth ETF 1.3 4 36 4.7 +2.0
FSST Fidelity Sustainable U.S. Equity ETF 1.3 59 -19 4.4 +1.7
XMMO Invesco S&P MidCap Momentum ETF 1.2 34 6 5.6 +2.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 1.2 79 -39 5.2 +2.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 1.2 80 -40 6.9 +4.2
GUNR FlexShares Morningstar Global Upstream Natural Resources Ind 1.2 46 -6 10.4 +7.8
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 17 3.7 +1.0
NACP Impact Shares NAACP Minority Empowerment ETF 1.2 49 -9 4.9 +2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.2 18 22 4.5 +1.8
EPS WisdomTree U.S. LargeCap Fund 1.2 8 32 6.1 +3.4
TMFX Motley Fool Next Index ETF 1.2 50 -10 3.2 +0.5
RPV Invesco S&P 500 Pure Value ETF 1.2 35 5 10.7 +8.1
VALQ American Century U.S. Quality Value ETF 1.2 29 11 7.6 +5.0
QGRO American Century U.S. Quality Growth ETF 1.2 29 11 3.8 +1.2
DGT SPDR Global Dow ETF 1.2 50 -10 7.5 +4.8
MGV Vanguard Mega Cap Value ETF 1.2 7 33 6.7 +4.1
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 1.1 58 -18 4.3 +1.7
TMAT Main Thematic Innovation ETF 1.1 164 -124 -1.5 -4.2
ESGG FlexShares STOXX Global ESG Select Index Fund 1.1 42 -2 5.4 +2.8
BGRO iShares Large Cap Growth Active ETF 1.1 55 -15 3.3 +0.6
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 1.1 35 5 4.5 +1.9
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.3 +2.7
BGDV Bahl & Gaynor Dividend ETF 1.1 45 -5 5.0 +2.3
GNR SPDR S&P Global Natural Resources ETF 1.1 40 0 11.4 +8.8
HLAL Wahed FTSE USA Shariah ETF 1.1 50 -10 5.2 +2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.1 15 25 5.7 +3.0
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.1 25 15 9.9 +7.2
OALC OneAscent Large Cap Core ETF 1.1 86 -46 4.6 +1.9
BKWO BNY Mellon Women's Opportunities ETF 1.1 50 -10 4.0 +1.3
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 4.5 +1.8
IWL iShares Russell Top 200 ETF 1.0 15 25 5.1 +2.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 4.5 +1.9
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 5.5 +2.8
HKND Humankind US Stock ETF 1.0 11 29 7.5 +4.8
FFND Future Fund Active ETF 1.0 100 -60 4.7 +2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 31 6.1 +3.4
LVOL American Century Low Volatility ETF 1.0 29 11 4.4 +1.8
GQQQ Astoria US Quality Growth Kings ETF 1.0 35 5 5.6 +3.0
RSMC Rockefeller U.S. Small-Mid Cap ETF 1.0 75 -35 5.1 +2.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.0 45 -5 4.9 +2.3
MGC Vanguard Mega Cap ETF 0.9 7 33 5.1 +2.5
VUSE Vident U.S. Equity Strategy ETF 0.9 50 -10 4.8 +2.2
RWL Invesco S&P 500 Revenue ETF 0.9 39 1 7.0 +4.4
LCF Touchstone US Large Cap Focused ETF 0.9 69 -29 4.6 +2.0
TAX Cambria Tax Aware ETF 0.9 49 -9 5.4 +2.7
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -35 5.4 +2.7
QUS SPDR MSCI USA StrategicFactors ETF 0.9 15 25 5.8 +3.1
SPMO Invesco S&P 500 Momentum ETF 0.9 13 27 4.2 +1.5
DTEC ALPS Disruptive Technologies ETF 0.9 50 -10 4.0 +1.4
FDFF Fidelity Disruptive Finance ETF 0.9 50 -10 4.1 +1.5
IETC iShares U.S. Tech Independence Focused ETF 0.9 18 22 4.7 +2.0
CGGR Capital Group Growth ETF 0.9 39 1 3.7 +1.0
ISMD Inspire Small/Mid Cap ETF 0.9 54 -14 4.7 +2.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.9 20 20 4.5 +1.8
ARKF ARK Fintech Innovation ETF 0.8 75 -35 -0.3 -2.9
LGRO Level Four Large Cap Growth Active ETF 0.8 55 -15 4.1 +1.4
XITK SPDR FactSet Innovative Technology ETF 0.8 45 -5 0.5 -2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.8 19 21 6.5 +3.8
SPGP Invesco S&P 500 GARP ETF 0.8 34 6 9.6 +6.9
CRUZ Defiance Hotel Airline and Cruise ETF 0.8 45 -5 3.1 +0.5
JGLO JPMorgan Global Select Equity ETF 0.8 33 7 5.1 +2.5
VSLU Applied Finance Valuation Large Cap ETF 0.8 49 -9 5.9 +3.2
GLRY Inspire Faithward Mid Cap Momentum ETF 0.8 80 -40 6.6 +4.0
RFV Invesco S&P Midcap 400 Pure Value ETF 0.8 35 5 14.1 +11.4
LQPE PEO AlphaQuest Thematic PE ETF 0.8 125 -85 6.9 +4.2
SPHB Invesco S&P 500 High Beta ETF 0.7 25 15 5.3 +2.7
WDIV SPDR S&P Global Dividend ETF 0.7 40 0 9.6 +7.0
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 0.7 49 -9 8.7 +6.0
ONEQ Fidelity Nasdaq Composite Index ETF 0.7 21 19 4.3 +1.6
SPVU Invesco S&P 500 Enhanced Value ETF 0.7 13 27 10.5 +7.9
GINN Goldman Sachs Innovate Equity ETF 0.7 52 -12 4.4 +1.7
KBWD Invesco KBW High Dividend Yield Financial ETF 0.7 384 -344 9.8 +7.1
VNSE Natixis Vaughan Nelson Select ETF 0.7 80 -40 5.3 +2.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.8 +2.2
HAP VanEck Natural Resources ETF 0.7 50 -10 10.0 +7.4
DFLV Dimensional US Large Cap Value ETF 0.6 22 18 8.2 +5.5
AIEQ AI Powered Equity ETF 0.6 75 -35 4.1 +1.5
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 0.6 75 -35 3.7 +1.1
IUS Invesco RAFI Strategic US ETF 0.6 19 21 7.1 +4.4
SNPG Xtrackers S&P 500 Growth ESG ETF 0.6 15 25 4.5 +1.9
SMOT VanEck Morningstar SMID Moat ETF 0.6 49 -9 7.1 +4.4
TMDV ProShares Russell US Dividend Growers ETF 0.6 35 5 4.6 +2.0
IWN iShares Russell 2000 Value ETF 0.6 24 16 5.8 +3.1
VTWV Vanguard Russell 2000 Value ETF 0.6 15 25 5.9 +3.3
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.6 29 11 7.4 +4.7
HELX Franklin Genomic Advancements ETF 0.6 50 -10 0.1 -2.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.4 +1.7
QWLD SPDR MSCI World StrategicFactors ETF 0.5 30 10 5.9 +3.3
USMV iShares MSCI USA Min Vol Factor ETF 0.5 15 25 5.5 +2.8
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.8 +2.1
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.9 +2.2
CFA VictoryShares US 500 Volatility Wtd ETF 0.5 35 5 6.1 +3.4
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 0.5 40 0 6.0 +3.3
FESM Fidelity Enhanced Small Cap ETF 0.5 28 12 3.8 +1.2
FPX First Trust US Equity Opportunities ETF 0.5 61 -21 1.3 -1.4
DFUV Dimensional US Marketwide Value ETF 0.5 22 18 8.1 +5.4
GDIV Harbor Dividend Growth Leaders ETF 0.5 50 -10 5.2 +2.6
TMFS Motley Fool Small-Cap Growth ETF 0.5 85 -45 3.1 +0.4
FBCG Fidelity Blue Chip Growth ETF 0.5 59 -19 3.4 +0.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 2 8.7 +6.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 7.0 +4.3
FFTY Innovator IBD 50 ETF 0.5 80 -40 -2.5 -5.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 0.5 15 25 10.0 +7.3
BUYZ Franklin Disruptive Commerce ETF 0.5 50 -10 2.6 -0.1
IWY iShares Russell Top 200 Growth ETF 0.5 20 20 4.9 +2.3
OEF iShares S&P 100 ETF 0.4 20 20 5.1 +2.4
VFMO Vanguard U.S. Momentum Factor ETF 0.4 13 27 3.4 +0.7
GLOF iShares Global Equity Factor ETF 0.4 20 20 6.8 +4.1
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.4 39 1 5.4 +2.8
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 2.1 -0.6
AOTG AOT Growth and Innovation ETF 0.4 75 -35 2.4 -0.3
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.4 35 5 6.1 +3.4
NULG Nuveen ESG Large-Cap Growth ETF 0.4 26 14 3.7 +1.1
ITAN Sparkline Intangible Value ETF 0.4 50 -10 6.5 +3.8
IYF iShares U.S. Financials ETF 0.4 40 0 6.6 +3.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 0.4 29 11 4.8 +2.1
IOO iShares Global 100 ETF 0.4 41 -1 5.4 +2.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 0.4 25 15 6.0 +3.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.6 +3.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.6 +3.0
AVSU Avantis Responsible U.S. Equity ETF 0.3 15 25 6.4 +3.7
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 12 10.0 +7.4
IWM iShares Russell 2000 ETF 0.3 19 21 3.6 +1.0
RSSL Global X Russell 2000 ETF 0.3 8 32 3.6 +1.0
AFSM First Trust Active Factor Small Cap ETF 0.3 75 -35 7.0 +4.3
VTWO Vanguard Russell 2000 ETF 0.3 10 30 3.8 +1.1
DFSU Dimensional US Sustainability Core 1 ETF 0.3 18 22 5.8 +3.2
IEDI iShares U.S. Consumer Focused ETF 0.3 18 22 5.3 +2.6
SMCF Themes US Small Cap Cash Flow Champions ETF 0.3 29 11 11.8 +9.1
VFH Vanguard Financials ETF 0.3 10 30 6.6 +4.0
FNCL Fidelity MSCI Financials Index ETF 0.3 8 32 6.6 +3.9
CCNR ALPS CoreCommodity Natural Resources ETF 0.3 39 1 11.0 +8.4
DCOR Dimensional US Core Equity 1 ETF 0.3 14 26 5.8 +3.2
ACWV iShares MSCI Global Min Vol Factor ETF 0.2 20 20 5.9 +3.2
DFAC Dimensional U.S. Core Equity 2 ETF 0.2 17 23 6.0 +3.4
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 31 4.0 +1.3
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.9 +8.3
QQQ Invesco QQQ Trust Series I 0.2 20 20 4.6 +1.9
QQQM Invesco NASDAQ 100 ETF 0.2 15 25 4.6 +2.0
DFAU Dimensional US Core Equity Market ETF 0.2 12 28 5.5 +2.9
QQMG Invesco ESG NASDAQ 100 ETF 0.2 20 20 4.6 +2.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 28 8.1 +5.4
ANEW ProShares MSCI Transformational Changes ETF 0.2 45 -5 7.0 +4.4
CRTC Xtrackers US National Critical Technologies ETF 0.2 35 5 5.3 +2.6
DFUS Dimensional U.S. Equity ETF 0.2 9 31 5.3 +2.7
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.2 20 20 5.5 +2.9
FELG Fidelity Enhanced Large Cap Growth ETF 0.2 18 22 5.2 +2.6
DFVX Dimensional US Large Cap Vector ETF 0.2 22 18 6.6 +3.9
DGRW WisdomTree US Quality Dividend Growth Fund 0.2 28 12 5.7 +3.1
AVUS Avantis U.S. Equity ETF 0.2 15 25 6.3 +3.7
QLV FlexShares US Quality Low Volatility Index Fund 0.1 22 18 5.8 +3.1
VFVA Vanguard U.S. Value Factor ETF 0.1 13 27 11.7 +9.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 9.1 +6.5
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 6.6 +3.9
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 5.9 +3.2
GVLU Gotham 1000 Value ETF 0.1 50 -10 9.1 +6.4
DFAS Dimensional U.S. Small Cap ETF 0.1 26 14 6.9 +4.3
FTEC Fidelity MSCI Information Technology Index ETF 0.0 8 32 4.7 +2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.0 39 1 4.0 +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%.

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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. Real Estate ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

AVOID
Not worthwhile for most investors. A rating of AVOID is assigned to ETFs with ALTAR Scores in the lowest quintile (the bottom 20%) of their category. Often, funds in this category consist of stocks with little if any history or expectation of profitability, and as a result our fundamentally-driven analysis may not be relevant.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 9.3 %
Divided by: Fwd. P/BV 3.0 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 2.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.59 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.