iShares U.S. Real Estate ETF
|
- Description
- Performance
- Comps
- Fundamentals
- Valuation
- 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. |
Category | US Equities |
Fund Sponsor | Barclays Global Investors |
Website | www.ishares.com |
Inception date | Jun 12, 2000 |
Assets (mns) | $4,055 |
Currency | USD |
Expense ratio | 40 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | n/a |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 72 |
Wgt avg mkt cap (mns) | $37,409 |
Large cap (>$10bn) | 84.9% |
Mid cap ($2-10bn) | 14.9% |
Small cap (<$2bn) | 0.2% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
PROLOGIS INC | 9.6 % |
AMERICAN TOWER CORP-CL A | 7.4 % |
EQUINIX INC | 5.5 % |
WELLTOWER, INC. | 4.1 % |
SIMON PROPERTY GROUP INC | 4.0 % |
CROWN CASTLE INTL CORP | 3.8 % |
PUBLIC STORAGE | 3.6 % |
REALTY INCOME CORP | 3.5 % |
DIGITAL REALTY TRUST INC | 3.5 % |
COSTAR GROUP INC | 3.2 % | Total | 48.3 % |
---|
UNITED STATES | 98.6 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 9.4% | 4.8% | 6.6% | 9.8% |
versus... | Beta | R-squared |
S&P500 | 1.13 | 83% |
MSCI EAFE | 1.11 | 74% |
MSCI Emg. Mkts. | 0.79 | 40% |
Recent close | $88.24 |
30d moving avg. | $83.52 |
Annualized volatility | 22.2% |
Short interest (ETF) | 23.0% |
Short interest (Underlying) | 2.2% |
Relative strength (RSI) | 75 |
Avg. volume (thou.) | 6,968 |
Turnover | 15.2% |
Bid/Ask (% of price) | 0.01% |
ADV underlying (mns) | $10,451 |
FINDING ALTERNATIVE FUNDS
Below is a list of 576 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™: | 6.7% |
Ticker | Fund Name |
Overlap1 vs IYR (%) |
Expense ratio (bp) |
Savings vs IYR (bp) |
ALTAR Score™ (%) |
ALTAR vs IYR (%) |
SCHH | Schwab U.S. REIT ETF | 89.6 | 7 | 33 | 7.2 | +0.5 |
FREL | Fidelity MSCI Real Estate Index ETF | 88.4 | 8 | 32 | 6.9 | +0.2 |
DFAR | Dimensional US Real Estate ETF | 86.6 | 19 | 21 | 6.9 | +0.2 |
XLRE | Real Estate Select Sector SPDR Fund | 79.5 | 9 | 31 | 6.5 | -0.2 |
VNQ | Vanguard Real Estate ETF | 78.6 | 12 | 28 | 6.8 | +0.1 |
USRT | iShares Core U.S. REIT ETF | 73.9 | 8 | 32 | 7.1 | +0.4 |
BBRE | JPMorgan BetaBuilders MSCI U.S. REIT ETF | 72.9 | 11 | 29 | 7.1 | +0.5 |
FRI | First Trust S&P REIT Index Fund | 72.0 | 50 | -10 | 6.7 | +0.0 |
ICF | iShares Cohen & Steers REIT ETF | 70.4 | 33 | 7 | 6.4 | -0.3 |
RWR | SPDR Dow Jones REIT ETF | 67.5 | 25 | 15 | 6.8 | +0.1 |
DFGR | Dimensional Global Real Estate ETF | 66.4 | 22 | 18 | 6.7 | +0.0 |
AVRE | Avantis Real Estate ETF | 65.0 | 17 | 23 | 6.3 | -0.4 |
REET | iShares Global REIT ETF | 64.3 | 14 | 26 | 6.9 | +0.2 |
RSPR | Invesco S&P 500 Equal Weight Real Estate ETF | 63.3 | 40 | 0 | 6.8 | +0.1 |
RWO | SPDR Dow Jones Global Real Estate ETF | 62.0 | 50 | -10 | 6.4 | -0.3 |
CRED | Columbia Research Enhanced Real Estate ETF | 59.5 | 33 | 7 | 7.3 | +0.6 |
FPRO | Fidelity Real Estate Investment ETF | 55.2 | 59 | -19 | 5.7 | -1.0 |
ERET | iShares Environmentally Aware Real Estate ETF | 52.1 | 30 | 10 | 6.9 | +0.2 |
ROOF | IQ CBRE NextGen Real Estate ETF | 51.1 | 60 | -20 | 7.5 | +0.8 |
JPRE | JPMorgan Realty Income ETF | 50.3 | 50 | -10 | 6.5 | -0.2 |
PSR | Invesco Active U.S. Real Estate Fund | 48.0 | 35 | 5 | 7.3 | +0.6 |
PPTY | US Diversified Real Estate ETF | 44.6 | 53 | -13 | 6.6 | -0.1 |
BYRE | Principal Real Estate Active Opportunities ETF | 39.9 | 65 | -25 | 5.9 | -0.8 |
GQRE | FlexShares Global Quality Real Estate Index Fund | 39.5 | 45 | -5 | 6.6 | -0.1 |
IVRA | Invesco Real Assets ESG ETF | 37.5 | 59 | -19 | 7.2 | +0.5 |
RITA | ETFB Green SRI REITs ETF | 36.8 | 50 | -10 | 5.8 | -0.9 |
REAI | Intelligent Real Estate ETF | 36.4 | 59 | -19 | 7.4 | +0.7 |
GREI | Goldman Sachs Future Real Estate and Infrastructure Equity E | 35.8 | 75 | -35 | 4.7 | -2.0 |
JRE | Janus Henderson U.S. Real Estate ETF | 35.0 | 65 | -25 | 6.2 | -0.5 |
WTRE | WisdomTree New Economy Real Estate Fund | 32.1 | 58 | -18 | 4.7 | -2.0 |
DTRE | First Trust Alerian Disruptive Technology Real Estate ETF | 31.4 | 60 | -20 | 3.5 | -3.2 |
SPRE | SP Funds S&P Global REIT Sharia ETF | 31.3 | 55 | -15 | 4.9 | -1.8 |
IQRA | IQ CBRE Real Assets ETF | 29.8 | 65 | -25 | 5.8 | -0.9 |
REZ | iShares Residential and Multisector Real Estate ETF | 28.2 | 48 | -8 | 6.2 | -0.5 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 23.9 | 55 | -15 | 2.7 | -4.0 |
HAUS | Residential REIT ETF | 23.6 | 60 | -20 | 6.1 | -0.6 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 23.0 | 7 | 33 | 9.6 | +2.9 |
HOMZ | Hoya Capital Housing ETF | 22.3 | 30 | 10 | 7.9 | +1.2 |
VPN | Global X Data Center REITs & Digital Infrastructure ETF | 22.1 | 50 | -10 | 2.0 | -4.7 |
NURE | Nuveen Short-Term REIT ETF | 21.7 | 35 | 5 | 5.8 | -0.9 |
INDS | Pacer Industrial Real Estate ETF | 20.5 | 55 | -15 | 5.6 | -1.1 |
RDOG | ALPS REIT Dividend Dogs ETF | 18.1 | 35 | 5 | 13.5 | +6.8 |
BLLD | JPMorgan Sustainable Infrastructure ETF | 17.2 | 49 | -9 | 6.3 | -0.4 |
RIET | Hoya Capital High Dividend Yield ETF | 15.7 | 50 | -10 | 14.3 | +7.6 |
BLDG | Cambria Global Real Estate ETF | 15.5 | 60 | -20 | 9.2 | +2.5 |
VRAI | Virtus Real Asset Income ETF | 14.3 | 55 | -15 | 8.6 | +1.9 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 12.1 | 27 | 13 | 8.5 | +1.8 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 11.9 | 30 | 10 | 9.7 | +3.0 |
TXS | Texas Capital Texas Equity Index ETF | 11.8 | 49 | -9 | 5.5 | -1.2 |
ULVM | VictoryShares US Value Momentum ETF | 11.5 | 20 | 20 | 7.3 | +0.6 |
BIBL | Inspire 100 ETF | 11.3 | 35 | 5 | 4.6 | -2.1 |
TOLZ | ProShares DJ Brookfield Global Infrastructure ETF | 10.4 | 46 | -6 | 5.5 | -1.2 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 10.3 | 24 | 16 | 7.9 | +1.2 |
DDIV | First Trust Dorsey Wright Momentum & Dividend ETF | 10.1 | 60 | -20 | 7.6 | +0.9 |
IWS | iShares Russell Mid-Cap Value ETF | 9.9 | 23 | 17 | 6.5 | -0.2 |
NETL | NETLease Corporate Real Estate ETF | 9.8 | 60 | -20 | 9.4 | +2.7 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 9.8 | 20 | 20 | 9.9 | +3.2 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 9.5 | 15 | 25 | 8.2 | +1.5 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 9.5 | 12 | 28 | 5.4 | -1.3 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 9.5 | 18 | 22 | 8.2 | +1.5 |
VOE | Vanguard Mid-Cap Value ETF | 9.5 | 7 | 33 | 7.3 | +0.6 |
FDVV | Fidelity High Dividend ETF | 9.2 | 15 | 25 | 8.5 | +1.8 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 9.2 | 18 | 22 | 7.5 | +0.8 |
DFRA | Donoghue Forlines Yield Enhanced Real Asset ETF | 9.1 | 69 | -29 | 8.4 | +1.7 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 8.7 | 15 | 25 | 6.0 | -0.7 |
DON | WisdomTree U.S. MidCap Dividend Fund | 8.6 | 38 | 2 | 8.6 | +1.9 |
NUDV | Nuveen ESG Dividend ETF | 8.4 | 26 | 14 | 7.4 | +0.7 |
GLIF | AGF Global Infrastructure ETF | 8.3 | 45 | -5 | 5.6 | -1.1 |
HSMV | First Trust Horizon Managed Volatility Small/Mid ETF | 8.3 | 80 | -40 | 6.4 | -0.3 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 8.2 | 6 | 34 | 7.9 | +1.2 |
CZA | Invesco Zacks Mid-Cap ETF | 8.2 | 72 | -32 | 6.1 | -0.6 |
VO | Vanguard Mid-Cap ETF | 8.1 | 4 | 36 | 5.7 | -1.0 |
DEW | WisdomTree Global High Dividend Fund | 8.0 | 58 | -18 | 9.0 | +2.3 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 8.0 | 20 | 20 | 6.0 | -0.7 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 8.0 | 15 | 25 | 7.6 | +0.9 |
ICAP | InfraCap Equity Income Fund ETF | 7.9 | 171 | -131 | 6.8 | +0.1 |
PY | Principal Value ETF | 7.9 | 15 | 25 | 7.4 | +0.7 |
NUMV | Nuveen ESG Mid-Cap Value ETF | 7.8 | 31 | 9 | 7.4 | +0.7 |
IMCB | iShares Morningstar Mid-Cap ETF | 7.8 | 4 | 36 | 6.0 | -0.7 |
XMLV | Invesco S&P MidCap Low Volatility ETF | 7.7 | 25 | 15 | 6.7 | +0.0 |
IWR | iShares Russell Midcap ETF | 7.4 | 19 | 21 | 5.5 | -1.2 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 7.4 | 6 | 34 | 4.1 | -2.6 |
FLDZ | RiverNorth Patriot ETF | 7.3 | 75 | -35 | 5.8 | -0.9 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 7.1 | 10 | 30 | 4.6 | -2.1 |
TMFG | Motley Fool Global Opportunities ETF | 7.1 | 85 | -45 | 3.2 | -3.5 |
FTIF | First Trust Bloomberg Inflation Sensitive Equity ETF | 7.0 | 60 | -20 | 8.2 | +1.5 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 7.0 | 4 | 36 | 6.0 | -0.7 |
MDY | SPDR S&P Midcap 400 ETF Trust | 6.9 | 23 | 17 | 6.6 | -0.1 |
SCHM | Schwab U.S. Mid-Cap ETF | 6.8 | 4 | 36 | 6.1 | -0.6 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 6.8 | 20 | 20 | 6.2 | -0.5 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 6.7 | 10 | 30 | 4.6 | -2.1 |
MILN | Global X Millennial Consumer ETF | 6.7 | 50 | -10 | 2.3 | -4.4 |
VOT | Vanguard Mid-Cap Growth ETF | 6.7 | 7 | 33 | 4.0 | -2.7 |
IJH | iShares Core S&P Mid-Cap ETF | 6.6 | 5 | 35 | 33.8 | +27.1 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 6.6 | 3 | 37 | 6.8 | +0.1 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 6.6 | 12 | 28 | 6.6 | -0.1 |
XDAT | Franklin Exponential Data ETF | 6.4 | 50 | -10 | 2.7 | -4.0 |
JHDV | John Hancock U.S. High Dividend ETF | 6.4 | 34 | 6 | 6.3 | -0.4 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 6.2 | 56 | -16 | 4.9 | -1.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 6.2 | 9 | 31 | 5.7 | -1.0 |
KNCT | Invesco Next Gen Connectivity ETF | 6.1 | 40 | 0 | 5.6 | -1.1 |
FCLD | Fidelity Cloud Computing ETF | 6.1 | 39 | 1 | 2.2 | -4.5 |
SDG | iShares MSCI Global Sustainable Development Goals ETF | 6.1 | 49 | -9 | 5.7 | -1.0 |
IDAT | iShares Future Cloud 5G and Tech ETF | 6.0 | 47 | -7 | 4.2 | -2.5 |
QDF | FlexShares Quality Dividend Index Fund | 5.9 | 37 | 3 | 4.9 | -1.8 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 5.9 | 10 | 30 | 6.8 | +0.1 |
SPDV | AAM S&P 500 High Dividend Value ETF | 5.9 | 29 | 11 | 10.3 | +3.7 |
EUSA | iShares MSCI USA Equal Weighted ETF | 5.8 | 9 | 31 | 5.9 | -0.8 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 5.8 | 15 | 25 | 6.5 | -0.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 5.8 | 20 | 20 | 6.0 | -0.7 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 5.7 | 15 | 25 | 6.8 | +0.1 |
TMFM | Motley Fool Mid-Cap Growth ETF | 5.7 | 85 | -45 | 3.0 | -3.7 |
NXTG | First Trust Indxx NextG ETF | 5.7 | 70 | -30 | 5.7 | -1.0 |
SIZE | iShares MSCI USA Size Factor ETF | 5.7 | 15 | 25 | 5.8 | -0.9 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 5.6 | 50 | -10 | 3.3 | -3.4 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 5.6 | 20 | 20 | 7.7 | +1.0 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 5.6 | 15 | 25 | 7.3 | +0.6 |
AGNG | Global X Aging Population ETF | 5.6 | 50 | -10 | 3.9 | -2.8 |
VBR | Vanguard Small Cap Value ETF | 5.5 | 7 | 33 | 8.1 | +1.4 |
BWEB | Bitwise Web3 ETF | 5.5 | 85 | -45 | 0.8 | -5.9 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 5.5 | 37 | 3 | 4.7 | -2.0 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 5.4 | 29 | 11 | 7.9 | +1.2 |
AIEQ | AI Powered Equity ETF | 5.4 | 75 | -35 | 5.5 | -1.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 5.4 | 24 | 16 | 7.7 | +1.0 |
RNMC | First Trust Mid Cap US Equity Select ETF | 5.4 | 60 | -20 | 7.7 | +1.0 |
FMET | Fidelity Metaverse ETF | 5.2 | 39 | 1 | 4.2 | -2.5 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 5.2 | 75 | -35 | 2.9 | -3.8 |
BLES | Inspire Global Hope ETF | 5.1 | 61 | -21 | 6.2 | -0.5 |
ETHO | Etho Climate Leadership U.S. ETF | 5.1 | 47 | -7 | 3.9 | -2.8 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 5.1 | 47 | -7 | 5.7 | -1.0 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 4.9 | 106 | -66 | 2.8 | -3.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 4.9 | 42 | -2 | 6.5 | -0.2 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 4.9 | 60 | -20 | 5.4 | -1.3 |
ISCV | iShares Morningstar Small Cap Value ETF | 4.8 | 6 | 34 | 8.1 | +1.4 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 4.8 | 50 | -10 | 6.7 | 0.0 |
KBWY | Invesco KBW Premium Yield Equity REIT ETF | 4.7 | 35 | 5 | 19.7 | +13.0 |
HDUS | Hartford Disciplined US Equity ETF | 4.7 | 19 | 21 | 6.1 | -0.6 |
MAGA | Point Bridge America First ETF | 4.7 | 72 | -32 | 6.2 | -0.5 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 4.7 | 7 | 33 | 5.6 | -1.1 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 4.7 | 10 | 30 | 5.3 | -1.4 |
IWD | iShares Russell 1000 Value ETF | 4.6 | 19 | 21 | 6.5 | -0.2 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 4.6 | 28 | 12 | 6.1 | -0.6 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 4.6 | 79 | -39 | 6.2 | -0.5 |
BEDZ | AdvisorShares Hotel ETF | 4.6 | 100 | -60 | 2.8 | -3.9 |
SCHV | Schwab U.S. Large-Cap Value ETF | 4.6 | 4 | 36 | 6.6 | -0.1 |
VONV | Vanguard Russell 1000 Value ETF | 4.6 | 8 | 32 | 6.6 | -0.1 |
UDI | USCF Dividend Income Fund | 4.6 | 65 | -25 | 7.2 | +0.5 |
SFYX | SoFi Next 500 ETF | 4.6 | 0 | 40 | 5.5 | -1.2 |
RBLD | First Trust Alerian US NextGen Infrastructure ETF | 4.6 | 65 | -25 | 5.1 | -1.6 |
DTD | WisdomTree U.S. Total Dividend Fund | 4.5 | 28 | 12 | 6.4 | -0.3 |
FSMD | Fidelity Small-Mid Multifactor ETF | 4.5 | 15 | 25 | 7.2 | +0.5 |
IUSV | iShares Core S&P US Value ETF | 4.5 | 4 | 36 | 6.7 | +0.0 |
GDIV | Harbor Dividend Growth Leaders ETF | 4.5 | 50 | -10 | 6.0 | -0.7 |
REVS | Columbia Research Enhanced Value ETF | 4.5 | 19 | 21 | 7.6 | +1.0 |
AFMC | First Trust Active Factor Mid Cap ETF | 4.4 | 65 | -25 | 7.5 | +0.8 |
FIVG | Defiance Next Gen Connectivity ETF | 4.4 | 30 | 10 | 6.1 | -0.6 |
DHS | WisdomTree U.S. High Dividend Fund | 4.4 | 38 | 2 | 8.8 | +2.2 |
USXF | iShares ESG Advanced MSCI USA ETF | 4.4 | 10 | 30 | 4.8 | -1.9 |
VB | Vanguard Small-Cap ETF | 4.4 | 5 | 35 | 5.3 | -1.4 |
FCPI | Fidelity Stocks for Inflation ETF | 4.4 | 15 | 25 | 8.7 | +2.0 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 4.3 | 30 | 10 | 7.6 | +0.9 |
ERTH | Invesco MSCI Sustainable Future ETF | 4.3 | 62 | -22 | 3.5 | -3.2 |
SNPD | Xtrackers S&P ESG Dividend Aristocrats ETF | 4.2 | 15 | 25 | 6.6 | -0.1 |
VEGN | US Vegan Climate ETF | 4.2 | 60 | -20 | 4.5 | -2.2 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 4.2 | 17 | 23 | 5.5 | -1.2 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 4.2 | 15 | 25 | 5.5 | -1.2 |
IVE | iShares S&P 500 Value ETF | 4.2 | 18 | 22 | 6.5 | -0.2 |
SMMD | iShares Russell 2500 ETF | 4.2 | 15 | 25 | 5.8 | -0.9 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.1 | 4 | 36 | 6.7 | -0.0 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 4.1 | 55 | -15 | 4.0 | -2.7 |
DEMZ | Democratic Large Cap Core ETF | 4.1 | 45 | -5 | 4.0 | -2.7 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4.1 | 15 | 25 | 6.1 | -0.6 |
SDY | SPDR S&P Dividend ETF | 4.1 | 35 | 5 | 6.4 | -0.3 |
RDIV | Invesco S&P Ultra Dividend Revenue ETF | 4.0 | 39 | 1 | 10.7 | +4.0 |
VOOV | Vanguard S&P 500 Value ETF | 4.0 | 10 | 30 | 5.5 | -1.2 |
ISHP | First Trust Nasdaq Retail ETF | 4.0 | 60 | -20 | 3.0 | -3.7 |
KONG | Formidable Fortress ETF | 4.0 | 89 | -49 | 5.9 | -0.8 |
PTEC | Global X PropTech ETF | 3.9 | 50 | -10 | 1.5 | -5.2 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 3.9 | 10 | 30 | 5.6 | -1.1 |
IGPT | Invesco AI and Next Gen Software ETF | 3.9 | 60 | -20 | 3.4 | -3.3 |
CVY | Invesco Zacks Multi-Asset Income ETF | 3.9 | 106 | -66 | 10.3 | +3.6 |
BGIG | Bahl & Gaynor Income Growth ETF | 3.8 | 45 | -5 | 5.3 | -1.4 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 3.8 | 59 | -19 | 2.6 | -4.1 |
SRET | Global X SuperDividend REIT ETF | 3.8 | 59 | -19 | 11.4 | +4.7 |
NULV | Nuveen ESG Large-Cap Value ETF | 3.7 | 26 | 14 | 7.1 | +0.4 |
DEUS | Xtrackers Russell US Multifactor ETF | 3.7 | 17 | 23 | 6.9 | +0.2 |
QLC | FlexShares US Quality Large Cap Index Fund | 3.7 | 25 | 15 | 5.5 | -1.2 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 3.7 | 18 | 22 | 6.6 | -0.1 |
STXV | Strive 1000 Value ETF | 3.6 | 18 | 22 | 7.8 | +1.1 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 3.6 | 17 | 23 | 5.4 | -1.3 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 3.6 | 31 | 9 | 3.4 | -3.3 |
MBCC | Monarch Blue Chips Core ETF | 3.5 | 125 | -85 | 3.1 | -3.6 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 3.5 | 25 | 15 | 6.6 | -0.1 |
CLOU | Global X Cloud Computing ETF | 3.5 | 68 | -28 | 1.9 | -4.8 |
ISCB | iShares Morningstar Small-Cap ETF | 3.5 | 4 | 36 | 5.2 | -1.5 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 3.4 | 15 | 25 | 5.9 | -0.8 |
BJK | VanEck Gaming ETF | 3.4 | 65 | -25 | 1.5 | -5.2 |
VICE | AdvisorShares Vice ETF | 3.4 | 99 | -59 | 6.4 | -0.3 |
DVND | Touchstone Dividend Select ETF | 3.4 | 67 | -27 | 6.2 | -0.5 |
NUSC | Nuveen ESG Small-Cap ETF | 3.4 | 31 | 9 | 5.0 | -1.7 |
VXF | Vanguard Extended Market ETF | 3.4 | 6 | 34 | 3.8 | -2.9 |
SSPY | Syntax Stratified LargeCap ETF | 3.3 | 30 | 10 | 6.4 | -0.3 |
SMDY | Syntax Stratified MidCap ETF | 3.3 | 35 | 5 | 6.1 | -0.6 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 3.3 | 9 | 31 | 5.6 | -1.1 |
GURU | Global X Guru Index ETF | 3.3 | 75 | -35 | 3.8 | -2.9 |
QLV | FlexShares US Quality Low Volatility Index Fund | 3.3 | 22 | 18 | 5.0 | -1.7 |
CHGX | AXS Change Finance ESG ETF | 3.2 | 49 | -9 | 4.9 | -1.8 |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 3.2 | 35 | 5 | 6.1 | -0.6 |
EBIZ | Global X E-Commerce ETF | 3.2 | 50 | -10 | 1.4 | -5.3 |
EQUL | IQ Engender Equality ETF | 3.1 | 45 | -5 | 6.7 | -0.0 |
SUSA | iShares MSCI USA ESG Select ETF | 3.1 | 25 | 15 | 5.1 | -1.6 |
VTV | Vanguard Value ETF | 3.1 | 4 | 36 | 6.9 | +0.2 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 3.1 | 9 | 31 | 4.9 | -1.8 |
STXD | Strive 1000 Dividend Growth ETF | 3.1 | 35 | 5 | 5.3 | -1.4 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 3.0 | 29 | 11 | 9.0 | +2.3 |
WCEO | Hypatia Women CEO ETF | 3.0 | 85 | -45 | 5.7 | -1.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 3.0 | 20 | 20 | 6.9 | +0.2 |
VNSE | Natixis Vaughan Nelson Select ETF | 3.0 | 80 | -40 | 3.2 | -3.5 |
DIVB | iShares Core Dividend ETF | 3.0 | 5 | 35 | 7.8 | +1.1 |
AFLG | First Trust Active Factor Large Cap ETF | 2.9 | 55 | -15 | 6.0 | -0.7 |
VBK | Vanguard Small-Cap Growth ETF | 2.9 | 7 | 33 | 1.4 | -5.3 |
NULG | Nuveen ESG Large-Cap Growth ETF | 2.9 | 26 | 14 | 4.2 | -2.5 |
JHSC | John Hancock Multifactor Small Cap ETF | 2.9 | 42 | -2 | 6.0 | -0.7 |
DSI | iShares MSCI KLD 400 Social ETF | 2.9 | 25 | 15 | 4.9 | -1.8 |
SDIV | Global X Superdividend ETF | 2.8 | 58 | -18 | 16.4 | +9.7 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.8 | 59 | -19 | 5.4 | -1.3 |
JEPI | JPMorgan Equity Premium Income ETF | 2.8 | 35 | 5 | 5.3 | -1.4 |
ABEQ | Absolute Select Value ETF | 2.8 | 85 | -45 | 4.8 | -1.9 |
JHML | John Hancock Multifactor Large Cap ETF | 2.8 | 29 | 11 | 5.5 | -1.2 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.8 | 9 | 31 | 4.9 | -1.8 |
MDLV | Morgan Dempsey Large Cap Value ETF | 2.7 | 58 | -18 | 8.6 | +1.9 |
ROUS | Hartford Multifactor US Equity ETF | 2.7 | 19 | 21 | 6.3 | -0.4 |
CUT | Invesco MSCI Global Timber ETF | 2.7 | 61 | -21 | 8.3 | +1.6 |
WOOD | iShares Global Timber & Forestry ETF | 2.7 | 42 | -2 | 9.3 | +2.6 |
PRF | Invesco FTSE RAFI US 1000 ETF | 2.7 | 39 | 1 | 6.5 | -0.2 |
STXK | Strive Small-Cap ETF | 2.7 | 18 | 22 | 5.1 | -1.6 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.7 | 12 | 28 | 4.6 | -2.1 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.6 | 9 | 31 | 4.9 | -1.8 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 2.6 | 4 | 36 | 5.5 | -1.2 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 2.6 | 64 | -24 | 2.0 | -4.7 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.6 | 20 | 20 | 4.9 | -1.8 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.6 | 12 | 28 | 8.2 | +1.5 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.6 | 15 | 25 | 4.7 | -2.0 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.6 | 12 | 28 | 5.5 | -1.2 |
SPHB | Invesco S&P 500 High Beta ETF | 2.6 | 25 | 15 | 4.7 | -2.0 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 2.6 | 14 | 26 | 5.2 | -1.5 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 2.6 | 85 | -45 | 5.1 | -1.6 |
FVAL | Fidelity Value Factor ETF | 2.6 | 15 | 25 | 7.0 | +0.3 |
FDLO | Fidelity Low Volatility Factor ETF | 2.6 | 15 | 25 | 5.4 | -1.3 |
IYY | iShares Dow Jones U.S. ETF | 2.6 | 20 | 20 | 4.9 | -1.8 |
FDRR | Fidelity Dividend ETF for Rising Rates | 2.6 | 15 | 25 | 7.0 | +0.3 |
IWB | iShares Russell 1000 ETF | 2.6 | 15 | 25 | 5.0 | -1.7 |
VLUE | iShares MSCI USA Value Factor ETF | 2.5 | 15 | 25 | 10.5 | +3.8 |
VONE | Vanguard Russell 1000 ETF | 2.5 | 8 | 32 | 5.1 | -1.6 |
SCHK | Schwab 1000 Index ETF | 2.5 | 5 | 35 | 5.1 | -1.6 |
APUE | ActivePassive U.S. Equity ETF | 2.5 | 45 | -5 | 4.9 | -1.8 |
SRHQ | SRH U.S. Quality ETF | 2.5 | 35 | 5 | 7.7 | +1.0 |
SCHX | Schwab U.S. Large-Cap ETF | 2.5 | 3 | 37 | 5.1 | -1.6 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 2.5 | 40 | 0 | 3.8 | -2.9 |
FQAL | Fidelity Quality Factor ETF | 2.5 | 15 | 25 | 5.7 | -1.0 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2.5 | 3 | 37 | 5.3 | -1.4 |
ESGU | iShares ESG Aware MSCI USA ETF | 2.5 | 15 | 25 | 5.0 | -1.7 |
IWV | iShares Russell 3000 ETF | 2.5 | 20 | 20 | 4.8 | -1.9 |
RECS | Columbia Research Enhanced Core ETF | 2.5 | 15 | 25 | 5.4 | -1.3 |
SCHB | Schwab U.S. Broad Market ETF | 2.5 | 3 | 37 | 5.0 | -1.7 |
GK | AdvisorShares Gerber Kawasaki ETF | 2.4 | 75 | -35 | 3.0 | -3.7 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 2.4 | 50 | -10 | 8.1 | +1.4 |
VTI | Vanguard Total Stock Market ETF | 2.4 | 3 | 37 | 4.9 | -1.8 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2.4 | 3 | 37 | 5.0 | -1.7 |
VTHR | Vanguard Russell 3000 ETF | 2.4 | 10 | 30 | 4.9 | -1.8 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 2.4 | 25 | 15 | 5.5 | -1.2 |
FDMO | Fidelity Momentum Factor ETF | 2.4 | 15 | 25 | 3.4 | -3.3 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 2.4 | 10 | 30 | 4.9 | -1.8 |
TEMP | JPMorgan Climate Change Solutions ETF | 2.4 | 49 | -9 | 4.8 | -1.9 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.4 | 9 | 31 | 5.0 | -1.7 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 2.4 | 60 | -20 | 6.0 | -0.7 |
XVV | iShares ESG Screened S&P 500 ETF | 2.4 | 8 | 32 | 5.0 | -1.7 |
QUAL | iShares MSCI USA Quality Factor ETF | 2.4 | 15 | 25 | 5.2 | -1.5 |
DIVL | Madison Dividend Value ETF | 2.4 | 65 | -25 | 5.8 | -0.9 |
SUSL | iShares ESG MSCI USA Leaders ETF | 2.4 | 10 | 30 | 4.9 | -1.8 |
ILCV | iShares Morningstar Value ETF | 2.4 | 4 | 36 | 6.6 | -0.1 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.4 | 3 | 37 | 5.1 | -1.6 |
ILCG | iShares Morningstar Growth ETF | 2.4 | 4 | 36 | 3.9 | -2.8 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.4 | 20 | 20 | 4.9 | -1.8 |
PBUS | Invesco MSCI USA ETF | 2.4 | 4 | 36 | 5.1 | -1.6 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.3 | 11 | 29 | 5.1 | -1.6 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.3 | 2 | 38 | 5.1 | -1.6 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.3 | 10 | 30 | 5.2 | -1.5 |
ISMD | Inspire Small/Mid Cap ETF | 2.3 | 54 | -14 | 6.0 | -0.7 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 2.3 | 12 | 28 | 4.9 | -1.8 |
FLV | American Century Focused Large Cap Value ETF | 2.3 | 42 | -2 | 6.5 | -0.2 |
OSCV | Opus Small Cap Value ETF | 2.3 | 79 | -39 | 6.0 | -0.7 |
SHE | SPDR MSCI USA Gender Diversity ETF | 2.3 | 20 | 20 | 4.7 | -2.0 |
IVV | iShares Core S&P 500 ETF | 2.3 | 3 | 37 | 5.1 | -1.6 |
FLRG | Fidelity U.S. Multifactor ETF | 2.3 | 15 | 25 | 6.9 | +0.2 |
SPY | SPDR S&P 500 ETF Trust | 2.3 | 9 | 31 | 5.1 | -1.6 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.3 | 29 | 11 | 5.0 | -1.7 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.3 | 2 | 38 | 5.1 | -1.6 |
VOO | Vanguard S&P 500 ETF | 2.3 | 3 | 37 | 5.2 | -1.5 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 2.3 | 7 | 33 | 5.0 | -1.7 |
FLLV | Franklin U.S. Low Volatility ETF | 2.3 | 29 | 11 | 5.7 | -1.0 |
VV | Vanguard Large-Cap ETF | 2.2 | 4 | 36 | 5.1 | -1.6 |
VLU | SPDR S&P 1500 Value Tilt ETF | 2.2 | 12 | 28 | 7.1 | +0.4 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 2.2 | 38 | 2 | 6.7 | +0.0 |
AUSF | Global X Adaptive U.S. Factor ETF | 2.2 | 27 | 13 | 7.6 | +0.9 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 2.2 | 6 | 34 | 2.4 | -4.3 |
JOET | Virtus Terranova US Quality Momentum ETF | 2.2 | 29 | 11 | 4.9 | -1.8 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 2.2 | 70 | -30 | 9.4 | +2.7 |
EZM | WisdomTree U.S. MidCap Fund | 2.2 | 38 | 2 | 8.1 | +1.5 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.2 | 7 | 33 | 5.0 | -1.7 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 2.2 | 0 | 40 | 5.1 | -1.6 |
ADME | Aptus Drawdown Managed Equity ETF | 2.2 | 79 | -39 | 4.3 | -2.4 |
RAFE | PIMCO RAFI ESG U.S. ETF | 2.2 | 29 | 11 | 6.9 | +0.2 |
JRNY | ALPS Global Travel Beneficiaries ETF | 2.2 | 65 | -25 | 0.5 | -6.2 |
VOTE | TCW Transform 500 ETF | 2.2 | 5 | 35 | 5.1 | -1.6 |
STRV | Strive 500 ETF | 2.2 | 5 | 35 | 5.1 | -1.6 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 2.1 | 36 | 4 | 4.6 | -2.1 |
JAVA | JPMorgan Active Value ETF | 2.1 | 44 | -4 | 6.5 | -0.2 |
SCHA | Schwab U.S. Small-Cap ETF | 2.1 | 4 | 36 | 4.7 | -2.0 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 2.1 | 65 | -25 | 4.1 | -2.6 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 2.1 | 25 | 15 | 8.7 | +2.0 |
LRGF | iShares U.S. Equity Factor ETF | 2.1 | 8 | 32 | 5.7 | -1.0 |
SFY | SoFi Select 500 ETF | 2.1 | 0 | 40 | 5.0 | -1.7 |
STXG | Strive 1000 Growth ETF | 2.0 | 18 | 22 | 4.0 | -2.7 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.0 | 52 | -12 | 6.5 | -0.2 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 2.0 | 67 | -27 | 9.3 | +2.6 |
FSST | Fidelity Sustainable U.S. Equity ETF | 2.0 | 59 | -19 | 4.7 | -2.0 |
ROE | Astoria US Quality Kings ETF | 2.0 | 49 | -9 | 7.7 | +1.0 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 2.0 | 18 | 22 | 4.1 | -2.6 |
KRMA | Global X Conscious Companies ETF | 2.0 | 43 | -3 | 5.6 | -1.1 |
PFI | Invesco Dorsey Wright Financial Momentum ETF | 2.0 | 60 | -20 | 6.1 | -0.6 |
RFFC | ALPS Active Equity Opportunity ETF | 2.0 | 48 | -8 | 4.5 | -2.2 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 2.0 | 25 | 15 | 6.8 | +0.1 |
USMF | WisdomTree U.S. Multifactor Fund | 1.9 | 28 | 12 | 6.7 | +0.0 |
NULC | Nuveen ESG Large-Cap ETF | 1.9 | 21 | 19 | 5.4 | -1.3 |
BUYZ | Franklin Disruptive Commerce ETF | 1.9 | 50 | -10 | 1.8 | -4.9 |
ACVF | American Conservative Values ETF | 1.9 | 75 | -35 | 4.2 | -2.5 |
POWA | Invesco Bloomberg Pricing Power ETF | 1.9 | 40 | 0 | 5.4 | -1.3 |
EQWL | Invesco S&P 100 Equal Weight ETF | 1.9 | 25 | 15 | 6.5 | -0.2 |
RVRB | Reverb ETF | 1.9 | 30 | 10 | 4.8 | -1.9 |
WTV | WisdomTree US Value Fund of Benef Interest | 1.9 | 12 | 28 | 8.5 | +1.8 |
SCAP | InfraCap Small Cap Income ETF | 1.9 | 135 | -95 | 0.0 | -6.7 |
PNQI | Invesco NASDAQ Internet ETF | 1.9 | 60 | -20 | 2.3 | -4.4 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 1.8 | 11 | 29 | 5.0 | -1.7 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 1.8 | 75 | -35 | 4.7 | -2.0 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 1.8 | 25 | 15 | 6.8 | +0.1 |
PFM | Invesco Dividend Achievers ETF | 1.8 | 53 | -13 | 5.6 | -1.1 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 1.8 | 59 | -19 | 8.2 | +1.5 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 1.8 | 25 | 15 | 5.9 | -0.8 |
USVT | US Value ETF | 1.8 | 49 | -9 | 11.2 | +4.5 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 1.8 | 39 | 1 | 8.3 | +1.6 |
SPLV | Invesco S&P 500 Low Volatility ETF | 1.8 | 25 | 15 | 5.9 | -0.8 |
FVD | First Trust Value Line Dividend Index Fund | 1.8 | 65 | -25 | 5.9 | -0.8 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 1.8 | 60 | -20 | 4.4 | -2.3 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.8 | 9 | 31 | 5.3 | -1.4 |
TOK | iShares MSCI Kokusai ETF | 1.8 | 26 | 14 | 5.2 | -1.5 |
FMIL | Fidelity New Millennium ETF | 1.8 | 59 | -19 | 4.0 | -2.7 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 1.8 | 75 | -35 | 2.9 | -3.8 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 1.7 | 70 | -30 | 1.7 | -5.0 |
REM | iShares Mortgage Real Estate ETF | 1.7 | 48 | -8 | 13.9 | +7.2 |
MORT | VanEck Mortgage REIT Income ETF | 1.7 | 43 | -3 | 12.7 | +6.0 |
IWP | iShares Russell Mid-Cap Growth ETF | 1.7 | 23 | 17 | 3.6 | -3.1 |
VSLU | Applied Finance Valuation Large Cap ETF | 1.7 | 49 | -9 | 5.8 | -0.9 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 1.7 | 60 | -20 | 5.2 | -1.5 |
YALL | God Bless America ETF | 1.7 | 65 | -25 | 3.5 | -3.2 |
URTH | iShares MSCI World ETF | 1.7 | 24 | 16 | 5.3 | -1.4 |
WLDR | Affinity World Leaders Equity ETF | 1.6 | 67 | -27 | 8.2 | +1.5 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 1.6 | 32 | 8 | 5.0 | -1.7 |
IWX | iShares Russell Top 200 Value ETF | 1.6 | 20 | 20 | 6.5 | -0.2 |
REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.6 | 40 | 0 | 6.6 | -0.1 |
VUG | Vanguard Growth ETF | 1.6 | 4 | 36 | 4.0 | -2.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.6 | 9 | 31 | 5.6 | -1.1 |
DIV | Global X SuperDividend US ETF | 1.6 | 45 | -5 | 9.0 | +2.3 |
IWN | iShares Russell 2000 Value ETF | 1.6 | 24 | 16 | 5.7 | -1.0 |
VTWV | Vanguard Russell 2000 Value ETF | 1.6 | 15 | 25 | 5.8 | -0.9 |
FDWM | Fidelity Women's Leadership ETF | 1.6 | 59 | -19 | 4.7 | -2.0 |
CHAT | Roundhill Generative AI & Technology ETF | 1.5 | 75 | -35 | 2.6 | -4.1 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 1.5 | 35 | 5 | 9.2 | +2.5 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 1.5 | 75 | -35 | 4.7 | -2.0 |
VT | Vanguard Total World Stock ETF | 1.5 | 7 | 33 | 5.0 | -1.7 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 1.5 | 15 | 25 | 5.8 | -0.9 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 1.5 | 18 | 22 | 6.2 | -0.5 |
GDEF | Goldman Sachs Defensive Equity ETF | 1.5 | 55 | -15 | 4.3 | -2.4 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 1.5 | 38 | 2 | 8.1 | +1.4 |
BOUT | Innovator IBD Breakout Opportunities ETF | 1.5 | 81 | -41 | 4.1 | -2.6 |
LRGE | ClearBridge Large Cap Growth ESG ETF | 1.5 | 59 | -19 | 3.1 | -3.6 |
ACWI | iShares MSCI ACWI ETF | 1.5 | 32 | 8 | 5.3 | -1.4 |
SMIG | AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF | 1.5 | 60 | -20 | 6.8 | +0.1 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.5 | 45 | -5 | 4.5 | -2.2 |
QDIV | Global X S&P 500 Quality Dividend ETF | 1.5 | 20 | 20 | 8.6 | +2.0 |
GLRY | Inspire Faithward Mid Cap Momentum ETF | 1.4 | 80 | -40 | 8.0 | +1.3 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 1.4 | 29 | 11 | 6.0 | -0.7 |
PRAY | FIS Christian Stock Fund | 1.4 | 69 | -29 | 5.7 | -1.0 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 1.4 | 60 | -20 | 4.2 | -2.5 |
IETC | iShares U.S. Tech Independence Focused ETF | 1.4 | 18 | 22 | 4.0 | -2.7 |
CGUS | Capital Group Core Equity ETF | 1.4 | 33 | 7 | 4.6 | -2.1 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 1.4 | 80 | -40 | 5.6 | -1.1 |
FBCV | Fidelity Blue Chip Value ETF | 1.4 | 59 | -19 | 7.0 | +0.3 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.4 | 12 | 28 | 4.3 | -2.4 |
GNR | SPDR S&P Global Natural Resources ETF | 1.4 | 40 | 0 | 9.5 | +2.8 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.3 | 20 | 20 | 5.4 | -1.3 |
GDOC | Goldman Sachs Future Health Care Equity ETF | 1.3 | 75 | -35 | 2.8 | -3.9 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.3 | 108 | -68 | 4.1 | -2.6 |
GUNR | FlexShares Morningstar Global Upstream Natural Resources Ind | 1.3 | 46 | -6 | 9.4 | +2.7 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 1.3 | 9 | 31 | 3.9 | -2.8 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 1.2 | 12 | 28 | 7.4 | +0.7 |
MGV | Vanguard Mega Cap Value ETF | 1.2 | 7 | 33 | 6.7 | +0.1 |
ESGG | FlexShares STOXX Global ESG Select Index Fund | 1.2 | 42 | -2 | 5.0 | -1.7 |
BKWO | BNY Mellon Women's Opportunities ETF | 1.2 | 50 | -10 | 3.5 | -3.2 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.2 | 49 | -9 | 4.8 | -1.9 |
JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | 1.2 | 29 | 11 | 7.3 | +0.6 |
CACG | ClearBridge All Cap Growth ESG ETF | 1.2 | 54 | -14 | 3.2 | -3.5 |
EPS | WisdomTree U.S. LargeCap Fund | 1.2 | 8 | 32 | 6.1 | -0.6 |
DVLU | First Trust Dorsey Wright Momentum & Value ETF | 1.2 | 60 | -20 | 9.8 | +3.1 |
CRUZ | Defiance Hotel Airline and Cruise ETF | 1.2 | 45 | -5 | -4.0 | -10.7 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 1.2 | 80 | -40 | 5.0 | -1.7 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 1.2 | 70 | -30 | 4.9 | -1.8 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 1.2 | 75 | -35 | 3.0 | -3.7 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 1.1 | 75 | -35 | 3.2 | -3.5 |
TMFC | Motley Fool 100 Index ETF | 1.1 | 50 | -10 | 3.8 | -2.9 |
HKND | Humankind US Stock ETF | 1.1 | 11 | 29 | 6.7 | -0.0 |
MGC | Vanguard Mega Cap ETF | 1.1 | 7 | 33 | 4.9 | -1.8 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 1.1 | 20 | 20 | 4.4 | -2.3 |
MGK | Vanguard Mega Cap Growth ETF | 1.1 | 7 | 33 | 4.1 | -2.6 |
DTEC | ALPS Disruptive Technologies ETF | 1.1 | 50 | -10 | 3.5 | -3.2 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 1.1 | 19 | 21 | 6.4 | -0.3 |
IWL | iShares Russell Top 200 ETF | 1.1 | 15 | 25 | 4.8 | -1.9 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 1.1 | 60 | -20 | 6.7 | +0.0 |
DYNF | BlackRock U.S. Equity Factor Rotation ETF | 1.0 | 30 | 10 | 4.5 | -2.2 |
HLGE | Hartford Longevity Economy ETF | 1.0 | 44 | -4 | 6.3 | -0.4 |
TMFX | Motley Fool Next Index ETF | 1.0 | 50 | -10 | 3.2 | -3.5 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 1.0 | 58 | -18 | 4.4 | -2.3 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 1.0 | 90 | -50 | 8.0 | +1.4 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.0 | 9 | 31 | 5.5 | -1.2 |
OALC | OneAscent Large Cap Core ETF | 1.0 | 86 | -46 | 5.8 | -0.9 |
SPGP | Invesco S&P 500 GARP ETF | 1.0 | 34 | 6 | 8.4 | +1.7 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.9 | 4 | 36 | 4.4 | -2.3 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 0.9 | 35 | 5 | 4.6 | -2.1 |
PEXL | Pacer US Export Leaders ETF | 0.9 | 60 | -20 | 5.2 | -1.5 |
XT | iShares Exponential Technologies ETF | 0.9 | 46 | -6 | 3.7 | -3.0 |
NTZG | Nuveen Global Net Zero Transition ETF | 0.9 | 56 | -16 | 4.9 | -1.8 |
CVAR | Cultivar ETF | 0.9 | 87 | -47 | 7.0 | +0.4 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 0.9 | 55 | -15 | 4.9 | -1.8 |
FOVL | iShares Focused Value Factor ETF | 0.9 | 25 | 15 | 10.0 | +3.3 |
RWL | Invesco S&P 500 Revenue ETF | 0.9 | 39 | 1 | 6.5 | -0.2 |
RNSC | Furst Trust Small Cap US Equity Select ETF | 0.9 | 60 | -20 | 8.1 | +1.4 |
IWF | iShares Russell 1000 Growth ETF | 0.8 | 19 | 21 | 4.4 | -2.3 |
VONG | Vanguard Russell 1000 Growth ETF | 0.8 | 8 | 32 | 4.5 | -2.2 |
MGMT | Ballast Small/Mid Cap ETF | 0.8 | 110 | -70 | 7.7 | +1.1 |
QUS | SPDR MSCI USA StrategicFactors ETF | 0.8 | 15 | 25 | 5.9 | -0.8 |
VTWO | Vanguard Russell 2000 ETF | 0.8 | 10 | 30 | 3.8 | -2.9 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 0.8 | 21 | 19 | 3.7 | -3.0 |
VOOG | Vanguard S&P 500 Growth ETF | 0.8 | 10 | 30 | 5.2 | -1.5 |
FLQS | Franklin U.S. Small Cap Multifactor Index ETF | 0.8 | 35 | 5 | 7.3 | +0.6 |
IWM | iShares Russell 2000 ETF | 0.8 | 19 | 21 | 3.6 | -3.1 |
HLAL | Wahed FTSE USA Shariah ETF | 0.8 | 50 | -10 | 4.8 | -1.9 |
SQEW | LeaderShares Equity Skew ETF | 0.8 | 81 | -41 | 6.0 | -0.7 |
DGT | SPDR Global Dow ETF | 0.8 | 50 | -10 | 6.5 | -0.2 |
FYX | First Trust Small Cap Core AlphaDEX Fund | 0.8 | 61 | -21 | 7.1 | +0.4 |
IVW | iShares S&P 500 Growth ETF | 0.8 | 18 | 22 | 4.2 | -2.5 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.7 | 4 | 36 | 4.4 | -2.3 |
XITK | SPDR FactSet Innovative Technology ETF | 0.7 | 45 | -5 | 2.5 | -4.2 |
WDIV | SPDR S&P Global Dividend ETF | 0.7 | 40 | 0 | 9.5 | +2.8 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 0.7 | 49 | -9 | 10.5 | +3.8 |
GINN | Goldman Sachs Innovate Equity ETF | 0.7 | 52 | -12 | 2.8 | -3.9 |
ACTV | LeaderShares Activist Leaders ETF | 0.7 | 75 | -35 | 7.9 | +1.2 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.7 | 3 | 37 | 8.0 | +1.3 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.7 | 10 | 30 | 7.8 | +1.1 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 0.7 | 15 | 25 | 8.7 | +2.0 |
IJR | iShares Core S&P Small Cap ETF | 0.7 | 6 | 34 | 7.9 | +1.2 |
IJS | iShares S&P Small-Cap 600 Value ETF | 0.7 | 18 | 22 | 9.0 | +2.3 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.7 | 12 | 28 | 7.6 | +0.9 |
PSCF | Invesco S&P SmallCap Financials ETF | 0.7 | 29 | 11 | 9.9 | +3.2 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.7 | 15 | 25 | 9.1 | +2.4 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.7 | 15 | 25 | 8.0 | +1.4 |
GSPY | Gotham Enhanced 500 ETF | 0.7 | 50 | -10 | 5.2 | -1.5 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 0.7 | 15 | 25 | 4.5 | -2.2 |
FXO | First Trust Financials AlphaDEX Fund | 0.7 | 62 | -22 | 9.3 | +2.6 |
IWY | iShares Russell Top 200 Growth ETF | 0.7 | 20 | 20 | 4.6 | -2.1 |
LCF | Touchstone US Large Cap Focused ETF | 0.7 | 69 | -29 | 4.4 | -2.3 |
DSMC | Distillate Small/Mid Cash Flow ETF | 0.7 | 55 | -15 | 11.5 | +4.8 |
AFSM | First Trust Active Factor Small Cap ETF | 0.7 | 75 | -35 | 7.7 | +1.1 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 0.7 | 20 | 20 | 4.9 | -1.8 |
GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 0.7 | 20 | 20 | 6.6 | -0.1 |
HAP | VanEck Natural Resources ETF | 0.7 | 50 | -10 | 8.6 | +1.9 |
SMOT | VanEck Morningstar SMID Moat ETF | 0.7 | 49 | -9 | 7.0 | +0.3 |
IUS | Invesco RAFI Strategic US ETF | 0.7 | 19 | 21 | 7.1 | +0.4 |
GLOF | iShares Global Equity Factor ETF | 0.6 | 20 | 20 | 7.1 | +0.4 |
ITAN | Sparkline Intangible Value ETF | 0.6 | 50 | -10 | 5.8 | -0.9 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.6 | 4 | 36 | 4.1 | -2.6 |
KOCG | FIS Knights of Columbus Global Belief ETF | 0.6 | 75 | -35 | 5.0 | -1.7 |
JFWD | Jacob Forward ETF | 0.6 | 75 | -35 | -4.1 | -10.8 |
BTEK | Future Tech ETF | 0.6 | 88 | -48 | 2.2 | -4.5 |
TMDV | ProShares Russell US Dividend Growers ETF | 0.6 | 35 | 5 | 6.4 | -0.3 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 0.6 | 75 | -35 | 3.6 | -3.1 |
CSML | IndexIQ ETF Trust IQ U.S. Small Cap ETF | 0.6 | 35 | 5 | 5.2 | -1.5 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 0.6 | 15 | 25 | 4.8 | -1.9 |
TMFS | Motley Fool Small-Cap Growth ETF | 0.6 | 85 | -45 | 2.9 | -3.8 |
DFLV | Dimensional US Large Cap Value ETF | 0.5 | 22 | 18 | 7.8 | +1.1 |
KBWD | Invesco KBW High Dividend Yield Financial ETF | 0.5 | 384 | -344 | 8.9 | +2.2 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.5 | 39 | 1 | 4.1 | -2.6 |
RPV | Invesco S&P 500 Pure Value ETF | 0.5 | 35 | 5 | 10.0 | +3.3 |
OEF | iShares S&P 100 ETF | 0.5 | 20 | 20 | 4.8 | -1.9 |
FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.5 | 71 | -31 | 0.9 | -5.8 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.5 | 28 | 12 | 4.4 | -2.3 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 0.5 | 75 | -35 | 4.6 | -2.1 |
QWLD | SPDR MSCI World StrategicFactors ETF | 0.5 | 30 | 10 | 5.9 | -0.8 |
CGGR | Capital Group Growth ETF | 0.5 | 39 | 1 | 3.3 | -3.4 |
DFUV | Dimensional US Marketwide Value ETF | 0.4 | 22 | 18 | 7.5 | +0.8 |
FYT | First Trust Small Cap Value AlphaDEX Fund | 0.4 | 73 | -33 | 11.6 | +4.9 |
ROSC | Hartford Multifactor Small Cap ETF | 0.4 | 34 | 6 | 10.0 | +3.3 |
BUZZ | VanEck Social Sentiment ETF | 0.4 | 75 | -35 | 0.1 | -6.6 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.4 | 28 | 12 | 8.1 | +1.5 |
IEDI | iShares U.S. Consumer Focused ETF | 0.4 | 18 | 22 | 4.5 | -2.2 |
XMHQ | Invesco S&P MidCap Quality ETF | 0.4 | 25 | 15 | 6.1 | -0.6 |
CSD | Invesco S&P Spin-Off ETF | 0.4 | 65 | -25 | 7.7 | +1.0 |
IOO | iShares Global 100 ETF | 0.4 | 41 | -1 | 4.7 | -2.0 |
PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 0.4 | 60 | -20 | 5.2 | -1.5 |
JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 0.4 | 30 | 10 | 7.5 | +0.8 |
IYF | iShares U.S. Financials ETF | 0.4 | 40 | 0 | 6.2 | -0.5 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 0.4 | 40 | 0 | 5.8 | -0.9 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 0.4 | 35 | 5 | 5.8 | -0.9 |
VUSE | Vident U.S. Equity Strategy ETF | 0.4 | 50 | -10 | 4.5 | -2.2 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.3 | 52 | -12 | 5.3 | -1.4 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.3 | 58 | -18 | 5.2 | -1.5 |
DFSU | Dimensional US Sustainability Core 1 ETF | 0.3 | 18 | 22 | 5.5 | -1.2 |
FNCL | Fidelity MSCI Financials Index ETF | 0.3 | 8 | 32 | 6.4 | -0.3 |
VFH | Vanguard Financials ETF | 0.3 | 10 | 30 | 6.4 | -0.3 |
DFSV | Dimensional US Small Cap Value ETF | 0.3 | 31 | 9 | 8.8 | +2.1 |
HELX | Franklin Genomic Advancements ETF | 0.3 | 50 | -10 | 1.8 | -4.9 |
ESIX | SPDR S&P SmallCap 600 ESG ETF | 0.3 | 12 | 28 | 7.5 | +0.8 |
SMLE | Xtrackers S&P SmallCap 600 ESG ETF | 0.3 | 15 | 25 | 7.5 | +0.8 |
MVPS | Amplify Thematic All-Stars ETF | 0.3 | 49 | -9 | 1.5 | -5.2 |
PYZ | Invesco Dorsey Wright Basic Materials Momentum ETF | 0.3 | 60 | -20 | 7.6 | +0.9 |
QQQ | Invesco QQQ Trust Series I | 0.3 | 20 | 20 | 4.5 | -2.2 |
QQQM | Invesco NASDAQ 100 ETF | 0.3 | 15 | 25 | 4.6 | -2.1 |
XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF | 0.3 | 30 | 10 | 10.9 | +4.2 |
AOTG | AOT Growth and Innovation ETF | 0.3 | 75 | -35 | 2.9 | -3.8 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.3 | 39 | 1 | 9.2 | +2.5 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 0.3 | 28 | 12 | 6.0 | -0.7 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 0.3 | 25 | 15 | 10.8 | +4.1 |
QQMG | Invesco ESG NASDAQ 100 ETF | 0.2 | 20 | 20 | 4.6 | -2.1 |
PKW | Invesco Buyback Achievers ETF | 0.2 | 62 | -22 | 7.9 | +1.2 |
SSLY | Syntax Stratified SmallCap ETF | 0.2 | 40 | 0 | 7.4 | +0.7 |
BFOR | ALPS Barron's 400 ETF | 0.2 | 65 | -25 | 7.2 | +0.5 |
MBOX | Freedom Day Dividend ETF | 0.2 | 39 | 1 | 7.6 | +1.0 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 0.2 | 25 | 15 | 5.9 | -0.8 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 0.2 | 17 | 23 | 5.5 | -1.2 |
SMCP | AlphaMark Actively Managed Small Cap ETF | 0.2 | 90 | -50 | 0.0 | -6.7 |
XSLV | Invesco S&P SmallCap Low Volatility ETF | 0.2 | 25 | 15 | 7.0 | +0.3 |
AVUS | Avantis U.S. Equity ETF | 0.2 | 15 | 25 | 5.9 | -0.8 |
DFAU | Dimensional US Core Equity Market ETF | 0.2 | 12 | 28 | 5.2 | -1.5 |
FBCG | Fidelity Blue Chip Growth ETF | 0.2 | 59 | -19 | 2.4 | -4.3 |
SPMO | Invesco S&P 500 Momentum ETF | 0.2 | 13 | 27 | 3.9 | -2.8 |
DFUS | Dimensional U.S. Equity ETF | 0.2 | 9 | 31 | 5.0 | -1.7 |
JSML | Janus Henderson Small Cap Growth Alpha ETF | 0.2 | 30 | 10 | 9.1 | +2.4 |
VALQ | American Century U.S. Quality Value ETF | 0.2 | 29 | 11 | 7.1 | +0.4 |
VFVA | Vanguard U.S. Value Factor ETF | 0.1 | 13 | 27 | 10.6 | +3.9 |
PTF | Invesco Dorsey Wright Technology Momentum ETF | 0.1 | 60 | -20 | 0.5 | -6.2 |
BSVO | EA Bridgeway Omni Small-Cap Value ETF | 0.1 | 47 | -7 | 9.6 | +2.9 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.1 | 25 | 15 | 5.2 | -1.5 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.1 | 25 | 15 | 10.1 | +3.4 |
PSC | Principal U.S. Small-Cap ETF | 0.1 | 38 | 2 | 7.8 | +1.1 |
DFAS | Dimensional U.S. Small Cap ETF | 0.1 | 26 | 14 | 5.9 | -0.8 |
VFMO | Vanguard U.S. Momentum Factor ETF | 0.1 | 13 | 27 | 2.7 | -4.0 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.1 | 35 | 5 | 10.3 | +3.6 |
SVAL | iShares US Small Cap Value Factor ETF | 0.1 | 20 | 20 | 11.4 | +4.7 |
EES | WisdomTree U.S. SmallCap Fund | 0.1 | 38 | 2 | 10.1 | +3.4 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 0.1 | 60 | -20 | 5.8 | -0.9 |
BTHM | BlackRock Future U.S. Themes ETF | 0.0 | 60 | -20 | 4.5 | -2.2 |
VFMF | Vanguard U.S. Multifactor ETF | 0.0 | 18 | 22 | 8.5 | +1.8 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | -14 | 4.1 | -2.6 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | -10 | 4.8 | -1.9 |
IWO | iShares Russell 2000 Growth ETF | 0.0 | 24 | 16 | 1.4 | -5.3 |
VTWG | Vanguard Russell 2000 Growth ETF | 0.0 | 15 | 25 | 1.6 | -5.1 |
TCHP | T. Rowe Price Blue Chip Growth ETF | 0.0 | 57 | -17 | 3.4 | -3.3 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | |
---|---|---|---|---|---|---|---|
Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share | ** | ** | ** | ** | ** | ** | ** |
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 |
*Six months ago = 100 |
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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. Real Estate 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™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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