iShares U.S. Telecommunications ETF
|
- Description
- Performance
- Comps
- Fundamentals
- Valuation
- Rating
The iShares U.S. Telecommunications Sector Index Fund seeks investment results that generally correspond price and yield performance, before fees and expenses, of U.S. telecommunications stocks, as represented by the Dow Jones U.S. Select Telecommunications Index. |
Category | US Equities |
Fund Sponsor | Barclays Global Investors |
Website | www.ishares.com |
Inception date | May 22, 2000 |
Assets (mns) | $239 |
Currency | USD |
Expense ratio | 40 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | Optimized |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 19 |
Wgt avg mkt cap (mns) | $118,608 |
Large cap (>$10bn) | 76.7% |
Mid cap ($2-10bn) | 20.3% |
Small cap (<$2bn) | 3.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
CISCO SYSTEMS INC | 17.7 % |
COMCAST CORP-CL A | 15.4 % |
VERIZON COMMUNICATIONS INC | 15.0 % |
ARISTA NETWORKS, INC. | 5.1 % |
AT&T INC | 4.7 % |
T-MOBILE US, INC. | 4.4 % |
JUNIPER NETWORKS INC | 4.3 % |
MOTOROLA SOLUTIONS | 4.2 % |
CIENA CORP | 3.7 % |
LUMENTUM HOLDINGS, INC. | 3.7 % | Total | 78.0 % |
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UNITED STATES | 100.0 % |
HISTORICAL PERFORMANCE
Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
0.0% | 2.3% | -2.7% | 0.1% | -1.3% |
versus... | Beta | R-squared |
S&P500 | 0.95 | 73% |
MSCI EAFE | 0.95 | 68% |
MSCI Emg. Mkts. | 0.66 | 34% |
Recent close | $21.62 |
30d moving avg. | $21.60 |
Annualized volatility | 19.9% |
Short interest (ETF) | 2.2% |
Short interest (Underlying) | 3.2% |
Relative strength (RSI) | 59 |
Avg. volume (thou.) | 685 |
Turnover | 6.2% |
Bid/Ask (% of price) | 0.05% |
ADV underlying (mns) | $7,294 |
FINDING ALTERNATIVE FUNDS
Below is a list of 568 potential alternatives to the iShares U.S. Telecommunications ETF ETF based on the alternatives' overlap in portfolio holdings with IYZ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | IYZ | Expense: | 40 bp | ALTAR Score™: | 9.0% |
Ticker | Fund Name |
Overlap1 vs IYZ (%) |
Expense ratio (bp) |
Savings vs IYZ (bp) |
ALTAR Score™ (%) |
ALTAR vs IYZ (%) |
XTL | SPDR S&P Telecom ETF | 45.9 | 35 | 5 | 8.3 | -0.7 |
RSPC | Invesco S&P 500 Equal Weight Communication Services ETF | 26.9 | 40 | 0 | 6.9 | -2.1 |
XLC | Communication Services Select Sector SPDR Fund | 19.3 | 9 | 31 | 6.3 | -2.7 |
KNCT | Invesco Next Gen Connectivity ETF | 18.7 | 40 | 0 | 5.6 | -3.5 |
FCOM | Fidelity MSCI Communication Services Index ETF | 17.7 | 8 | 32 | 4.7 | -4.3 |
VOX | Vanguard Communication Services ETF | 17.4 | 10 | 30 | 5.0 | -4.0 |
TRFK | Pacer Data and Digital Revolution ETF | 14.5 | 60 | -20 | 3.3 | -5.7 |
DJD | Invesco Dow Jones Industrial Average Dividend ETF | 14.3 | 7 | 33 | 9.6 | +0.5 |
IXP | iShares Global Comm Services ETF | 13.9 | 42 | -2 | 5.1 | -3.9 |
FIVG | Defiance Next Gen Connectivity ETF | 13.5 | 30 | 10 | 6.1 | -2.9 |
VLUE | iShares MSCI USA Value Factor ETF | 11.6 | 15 | 25 | 10.5 | +1.4 |
ABEQ | Absolute Select Value ETF | 11.0 | 85 | -45 | 4.8 | -4.2 |
TDIV | First Trust NASDAQ Technology Dividend Index Fund | 10.7 | 50 | -10 | 5.6 | -3.4 |
SELV | SEI Enhanced Low Volatility U.S. Large Cap ETF | 10.3 | 15 | 25 | 6.7 | -2.3 |
NFRA | FlexShares STOXX Global Broad Infrastructure Index Fund | 10.1 | 47 | -7 | 5.7 | -3.4 |
OUSA | ALPS O'Shares U.S. Quality Dividend ETF | 10.1 | 48 | -8 | 5.9 | -3.1 |
FDN | First Trust Dow Jones Internet Index Fund | 10.1 | 52 | -12 | 1.7 | -7.4 |
ACSI | American Customer Satisfaction ETF | 9.9 | 65 | -25 | 5.0 | -4.0 |
PWV | Invesco Large Cap Value ETF | 9.6 | 55 | -15 | 7.9 | -1.1 |
MDLV | Morgan Dempsey Large Cap Value ETF | 9.3 | 58 | -18 | 8.6 | -0.4 |
ITAN | Sparkline Intangible Value ETF | 9.2 | 50 | -10 | 5.8 | -3.2 |
IDAT | iShares Future Cloud 5G and Tech ETF | 9.2 | 47 | -7 | 4.2 | -4.9 |
HDV | iShares Core High Dividend ETF | 9.1 | 8 | 32 | 8.4 | -0.6 |
PKW | Invesco Buyback Achievers ETF | 9.0 | 62 | -22 | 7.9 | -1.2 |
DIVB | iShares Core Dividend ETF | 8.6 | 5 | 35 | 7.8 | -1.2 |
FDL | First Trust Morningstar Dividend Leaders Index Fund | 8.5 | 45 | -5 | 9.8 | +0.7 |
NXTG | First Trust Indxx NextG ETF | 8.3 | 70 | -30 | 5.7 | -3.3 |
AUSF | Global X Adaptive U.S. Factor ETF | 8.1 | 27 | 13 | 7.6 | -1.4 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 7.7 | 20 | 20 | 6.0 | -3.0 |
USMF | WisdomTree U.S. Multifactor Fund | 7.7 | 28 | 12 | 6.7 | -2.3 |
SCHD | Schwab US Dividend Equity ETF | 7.5 | 6 | 34 | 8.1 | -0.9 |
HACK | ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund | 7.5 | 60 | -20 | 4.0 | -5.1 |
USMV | iShares MSCI USA Min Vol Factor ETF | 7.4 | 15 | 25 | 5.9 | -3.1 |
FPAG | FPA Global Equity ETF | 7.4 | 49 | -9 | 5.6 | -3.5 |
UDI | USCF Dividend Income Fund | 7.4 | 65 | -25 | 7.2 | -1.9 |
UFO | Procure Space ETF | 7.3 | 75 | -35 | -1.4 | -10.5 |
DIVY | Sound Equity Dividend Income ETF | 7.3 | 45 | -5 | 11.0 | +2.0 |
SPDV | AAM S&P 500 High Dividend Value ETF | 7.1 | 29 | 11 | 10.3 | +1.3 |
COWS | Amplify Cash Flow Dividend Leaders ETF | 7.0 | 0 | 40 | 12.0 | +3.0 |
DVND | Touchstone Dividend Select ETF | 7.0 | 67 | -27 | 6.2 | -2.8 |
REVS | Columbia Research Enhanced Value ETF | 6.9 | 19 | 21 | 7.6 | -1.4 |
LOUP | Innovator Deepwater Frontier Tech ETF | 6.8 | 70 | -30 | 1.9 | -7.1 |
XPND | First Trust Expanded Technology ETF | 6.7 | 65 | -25 | 3.9 | -5.1 |
SNPV | Xtrackers S&P 500 Value ESG ETF | 6.7 | 15 | 25 | 6.5 | -2.5 |
BBLU | EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF | 6.7 | 15 | 25 | 5.4 | -3.6 |
QQXT | First Trust Nasdaq-100 Ex-Technology Sector Index Fund | 6.6 | 60 | -20 | 5.2 | -3.9 |
EDOW | First Trust Dow 30 Equal Weight ETF | 6.6 | 50 | -10 | 6.4 | -2.6 |
SPMV | Invesco S&P 500 Minimum Variance ETF | 6.5 | 10 | 30 | 5.6 | -3.5 |
YLDE | ClearBridge Dividend Strategy ESG ETF | 6.4 | 60 | -20 | 5.4 | -3.7 |
FITE | SPDR S&P Kensho Future Security ETF | 6.4 | 45 | -5 | 3.2 | -5.8 |
SKYY | First Trust Cloud Computing ETF | 6.4 | 60 | -20 | 3.0 | -6.0 |
RSPT | Invesco S&P 500 Equal Weight Technology ETF | 6.4 | 40 | 0 | 5.3 | -3.7 |
CIBR | First Trust NASDAQ Cybersecurity ETF | 6.3 | 60 | -20 | 3.6 | -5.4 |
XDAT | Franklin Exponential Data ETF | 6.3 | 50 | -10 | 2.7 | -6.4 |
WBIY | WBI Power Factor High Dividend ETF | 6.3 | 100 | -60 | 11.0 | +2.0 |
ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 6.2 | 18 | 22 | 6.2 | -2.9 |
DFLV | Dimensional US Large Cap Value ETF | 6.1 | 22 | 18 | 7.8 | -1.2 |
DURA | VanEck Durable High Dividend ETF | 6.0 | 29 | 11 | 7.6 | -1.4 |
ROE | Astoria US Quality Kings ETF | 6.0 | 49 | -9 | 7.7 | -1.4 |
HUSV | First Trust Horizon Managed Volatility Domestic ETF | 5.9 | 70 | -30 | 4.9 | -4.1 |
SDOG | ALPS Sector Dividend Dogs ETF | 5.9 | 36 | 4 | 9.3 | +0.3 |
QVAL | Alpha Architect US Quantitative Value ETF | 5.9 | 39 | 1 | 9.8 | +0.8 |
SEIV | SEI Enhanced U.S. Large Cap Value Factor ETF | 5.7 | 15 | 25 | 10.0 | +1.0 |
FDLO | Fidelity Low Volatility Factor ETF | 5.6 | 15 | 25 | 5.4 | -3.6 |
IWX | iShares Russell Top 200 Value ETF | 5.6 | 20 | 20 | 6.5 | -2.6 |
SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 5.5 | 30 | 10 | 9.7 | +0.7 |
ESGS | Columbia U.S. ESG Equity Income ETF | 5.5 | 35 | 5 | 6.3 | -2.8 |
VEGN | US Vegan Climate ETF | 5.5 | 60 | -20 | 4.5 | -4.6 |
FBCV | Fidelity Blue Chip Value ETF | 5.5 | 59 | -19 | 7.0 | -2.0 |
ACWV | iShares MSCI Global Min Vol Factor ETF | 5.5 | 20 | 20 | 6.6 | -2.5 |
EQWL | Invesco S&P 100 Equal Weight ETF | 5.4 | 25 | 15 | 6.5 | -2.6 |
RAFE | PIMCO RAFI ESG U.S. ETF | 5.4 | 29 | 11 | 6.9 | -2.1 |
FOVL | iShares Focused Value Factor ETF | 5.4 | 25 | 15 | 10.0 | +1.0 |
TDV | ProShares S&P Technology Dividend Aristocrats ETF | 5.3 | 45 | -5 | 6.0 | -3.0 |
VALQ | American Century U.S. Quality Value ETF | 5.2 | 29 | 11 | 7.1 | -1.9 |
DFUV | Dimensional US Marketwide Value ETF | 5.2 | 22 | 18 | 7.5 | -1.6 |
GTEK | Goldman Sachs Future Tech Leaders Equity ETF | 5.1 | 75 | -35 | 3.2 | -5.9 |
FLLV | Franklin U.S. Low Volatility ETF | 5.1 | 29 | 11 | 5.7 | -3.3 |
NUDV | Nuveen ESG Dividend ETF | 5.0 | 26 | 14 | 7.4 | -1.6 |
GSPY | Gotham Enhanced 500 ETF | 4.9 | 50 | -10 | 5.2 | -3.8 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 4.9 | 18 | 22 | 7.5 | -1.5 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 4.9 | 37 | 3 | 4.7 | -4.3 |
LVOL | American Century Low Volatility ETF | 4.8 | 29 | 11 | 5.1 | -4.0 |
KVLE | KraneShares Value Line Dynamic Dividend Equity Index ETF | 4.7 | 56 | -16 | 4.9 | -4.1 |
STXV | Strive 1000 Value ETF | 4.7 | 18 | 22 | 7.8 | -1.2 |
LVHD | Franklin U.S. Low Volatility High Dividend Index ETF | 4.7 | 27 | 13 | 8.5 | -0.5 |
DIVZ | TrueShares Low Volatility Equity Income ETF | 4.7 | 65 | -25 | 9.3 | +0.3 |
KNGZ | First Trust S&P 500 Diversified Dividend Aristocrats ETF | 4.7 | 50 | -10 | 8.1 | -1.0 |
VYM | Vanguard High Dividend Yield Index ETF | 4.6 | 6 | 34 | 7.3 | -1.7 |
DIVL | Madison Dividend Value ETF | 4.6 | 65 | -25 | 5.8 | -3.2 |
MOTE | VanEck Morningstar ESG Moat ETF | 4.6 | 49 | -9 | 5.0 | -4.1 |
FNDX | Schwab Fundamental US Large Co. Index ETF | 4.6 | 25 | 15 | 6.8 | -2.2 |
DSTL | Distillate US Fundamental Stability & Value ETF | 4.6 | 39 | 1 | 7.5 | -1.5 |
IUS | Invesco RAFI Strategic US ETF | 4.5 | 19 | 21 | 7.1 | -2.0 |
QQQ | Invesco QQQ Trust Series I | 4.5 | 20 | 20 | 4.5 | -4.5 |
QQQM | Invesco NASDAQ 100 ETF | 4.5 | 15 | 25 | 4.6 | -4.5 |
QUS | SPDR MSCI USA StrategicFactors ETF | 4.5 | 15 | 25 | 5.9 | -3.2 |
WFH | Direxion Work From Home ETF | 4.4 | 45 | -5 | 0.0 | -9.0 |
AVLV | Avantis U.S. Large Cap Value ETF | 4.4 | 15 | 25 | 7.4 | -1.6 |
QDF | FlexShares Quality Dividend Index Fund | 4.4 | 37 | 3 | 4.9 | -4.1 |
IETC | iShares U.S. Tech Independence Focused ETF | 4.4 | 18 | 22 | 4.0 | -5.0 |
PRF | Invesco FTSE RAFI US 1000 ETF | 4.3 | 39 | 1 | 6.5 | -2.6 |
FNDB | Schwab Fundamental US Broad Market Index ETF | 4.3 | 25 | 15 | 6.8 | -2.2 |
IHAK | iShares Cybersecurity & Tech ETF | 4.3 | 47 | -7 | 2.9 | -6.1 |
ROKT | SPDR S&P Kensho Final Frontiers ETF | 4.2 | 45 | -5 | -0.3 | -9.3 |
DIP | BTD Capital Fund | 4.2 | 129 | -89 | 6.6 | -2.4 |
VLU | SPDR S&P 1500 Value Tilt ETF | 4.2 | 12 | 28 | 7.1 | -2.0 |
MGV | Vanguard Mega Cap Value ETF | 4.1 | 7 | 33 | 6.7 | -2.3 |
QQMG | Invesco ESG NASDAQ 100 ETF | 4.1 | 20 | 20 | 4.6 | -4.5 |
IVE | iShares S&P 500 Value ETF | 4.1 | 18 | 22 | 6.5 | -2.5 |
EPS | WisdomTree U.S. LargeCap Fund | 4.1 | 8 | 32 | 6.1 | -2.9 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 4.0 | 4 | 36 | 6.7 | -2.4 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 4.0 | 15 | 25 | 5.8 | -3.3 |
VFMV | Vanguard U.S. Minimum Volatility ETF | 4.0 | 13 | 27 | 5.2 | -3.8 |
HAPY | Harbor Human Capital Factor Unconstrained ETF | 4.0 | 50 | -10 | 3.3 | -5.7 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 4.0 | 58 | -18 | 4.4 | -4.6 |
DFND | Siren DIVCON Dividend Defender ETF | 3.9 | 189 | -149 | 3.8 | -5.2 |
DVY | iShares Select Dividend ETF | 3.9 | 38 | 2 | 8.8 | -0.2 |
VOT | Vanguard Mid-Cap Growth ETF | 3.9 | 7 | 33 | 4.0 | -5.0 |
GCOW | Pacer Global Cash Cows Dividend ETF | 3.9 | 60 | -20 | 13.4 | +4.3 |
IUSV | iShares Core S&P US Value ETF | 3.9 | 4 | 36 | 6.7 | -2.3 |
VOOV | Vanguard S&P 500 Value ETF | 3.9 | 10 | 30 | 5.5 | -3.5 |
LEAD | Siren DIVCON Leaders Dividend ETF | 3.9 | 43 | -3 | 4.9 | -4.1 |
DIV | Global X SuperDividend US ETF | 3.9 | 45 | -5 | 9.0 | -0.1 |
COWZ | Pacer US Cash Cows 100 ETF | 3.9 | 49 | -9 | 10.5 | +1.4 |
FDRR | Fidelity Dividend ETF for Rising Rates | 3.8 | 15 | 25 | 7.0 | -2.0 |
VONV | Vanguard Russell 1000 Value ETF | 3.8 | 8 | 32 | 6.6 | -2.4 |
KRUZ | Unusual Whales Subversive Republican Trading ETF | 3.8 | 75 | -35 | 4.7 | -4.3 |
MFUS | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF | 3.8 | 29 | 11 | 6.0 | -3.0 |
JHDV | John Hancock U.S. High Dividend ETF | 3.8 | 34 | 6 | 6.3 | -2.7 |
ACVF | American Conservative Values ETF | 3.8 | 75 | -35 | 4.2 | -4.8 |
SPVU | Invesco S&P 500 Enhanced Value ETF | 3.7 | 13 | 27 | 9.3 | +0.3 |
IWD | iShares Russell 1000 Value ETF | 3.7 | 19 | 21 | 6.5 | -2.5 |
SIXA | ETC 6 Meridian Mega Cap Equity ETF | 3.7 | 80 | -40 | 5.6 | -3.4 |
TIME | Clockwise Core Equity & Innovation ETF | 3.7 | 100 | -60 | 2.0 | -7.0 |
IPDP | Dividend Performers ETF | 3.6 | 122 | -82 | 4.6 | -4.4 |
VUSE | Vident U.S. Equity Strategy ETF | 3.6 | 50 | -10 | 4.5 | -4.5 |
ILCV | iShares Morningstar Value ETF | 3.6 | 4 | 36 | 6.6 | -2.4 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 3.5 | 75 | -35 | 4.7 | -4.3 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 3.5 | 35 | 5 | 4.6 | -4.4 |
SSPX | Janus Henderson U.S. Sustainable Equity ETF | 3.5 | 55 | -15 | 4.0 | -5.0 |
VTV | Vanguard Value ETF | 3.5 | 4 | 36 | 6.9 | -2.1 |
XLK | Technology Select Sector SPDR Fund | 3.4 | 9 | 31 | 4.8 | -4.2 |
BMVP | Invesco Bloomberg MVP Multi-factor ETF | 3.4 | 29 | 11 | 7.9 | -1.2 |
SCHV | Schwab U.S. Large-Cap Value ETF | 3.4 | 4 | 36 | 6.6 | -2.4 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 3.4 | 28 | 12 | 6.1 | -2.9 |
DFNV | Donoghue Forlines Innovation ETF | 3.4 | 69 | -29 | 5.4 | -3.7 |
HKND | Humankind US Stock ETF | 3.4 | 11 | 29 | 6.7 | -2.3 |
RSPE | Invesco ESG S&P 500 Equal Weight ETF | 3.4 | 20 | 20 | 6.2 | -2.8 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 3.4 | 19 | 21 | 6.4 | -2.7 |
VFVA | Vanguard U.S. Value Factor ETF | 3.3 | 13 | 27 | 10.6 | +1.6 |
MOHR | Collaborative Investment Series Trust - Mohr Growth ETF | 3.3 | 106 | -66 | 2.8 | -6.2 |
MVPS | Amplify Thematic All-Stars ETF | 3.3 | 49 | -9 | 1.5 | -7.5 |
CVAR | Cultivar ETF | 3.3 | 87 | -47 | 7.0 | -2.0 |
NULV | Nuveen ESG Large-Cap Value ETF | 3.3 | 26 | 14 | 7.1 | -1.9 |
SEIM | SEI Enhanced U.S. Large Cap Momentum Factor ETF | 3.3 | 15 | 25 | 5.0 | -4.0 |
PTF | Invesco Dorsey Wright Technology Momentum ETF | 3.2 | 60 | -20 | 0.5 | -8.6 |
FFND | Future Fund Active ETF | 3.2 | 100 | -60 | 0.2 | -8.9 |
DGRW | WisdomTree US Quality Dividend Growth Fund | 3.2 | 28 | 12 | 6.0 | -3.0 |
RWL | Invesco S&P 500 Revenue ETF | 3.2 | 39 | 1 | 6.5 | -2.6 |
SMRI | Bushido Capital US Equity ETF | 3.2 | 71 | -31 | 10.2 | +1.2 |
NBCC | Neuberger Berman Next Generation Connected Consumer ETF | 3.2 | 56 | -16 | 0.0 | -9.0 |
WTV | WisdomTree US Value Fund of Benef Interest | 3.2 | 12 | 28 | 8.5 | -0.6 |
KONG | Formidable Fortress ETF | 3.2 | 89 | -49 | 5.9 | -3.1 |
PFM | Invesco Dividend Achievers ETF | 3.1 | 53 | -13 | 5.6 | -3.4 |
AIVL | WisdomTree U.S. AI Enhanced Value Fund | 3.1 | 38 | 2 | 6.7 | -2.3 |
FLV | American Century Focused Large Cap Value ETF | 3.1 | 42 | -2 | 6.5 | -2.6 |
AFLG | First Trust Active Factor Large Cap ETF | 3.1 | 55 | -15 | 6.0 | -3.0 |
QWLD | SPDR MSCI World StrategicFactors ETF | 3.1 | 30 | 10 | 5.9 | -3.1 |
SHE | SPDR MSCI USA Gender Diversity ETF | 3.1 | 20 | 20 | 4.7 | -4.3 |
FVAL | Fidelity Value Factor ETF | 3.0 | 15 | 25 | 7.0 | -2.1 |
SSPY | Syntax Stratified LargeCap ETF | 3.0 | 30 | 10 | 6.4 | -2.7 |
SPHQ | Invesco S&P 500 Quality ETF | 3.0 | 15 | 25 | 5.3 | -3.8 |
RYJ | Invesco Raymond James SB-1 Equity ETF | 3.0 | 75 | -35 | 2.9 | -6.2 |
DTD | WisdomTree U.S. Total Dividend Fund | 3.0 | 28 | 12 | 6.4 | -2.6 |
GDIV | Harbor Dividend Growth Leaders ETF | 3.0 | 50 | -10 | 6.0 | -3.0 |
FFTY | Innovator IBD 50 ETF | 3.0 | 80 | -40 | -0.5 | -9.5 |
YALL | God Bless America ETF | 3.0 | 65 | -25 | 3.5 | -5.5 |
PWB | Invesco Large Cap Growth ETF | 3.0 | 56 | -16 | 3.0 | -6.0 |
FDIV | MarketDesk Focused U.S. Dividend ETF | 3.0 | 35 | 5 | 8.5 | -0.5 |
QDIV | Global X S&P 500 Quality Dividend ETF | 3.0 | 20 | 20 | 8.6 | -0.4 |
OALC | OneAscent Large Cap Core ETF | 2.9 | 86 | -46 | 5.8 | -3.2 |
AIQ | Global X Artificial Intelligence & Technology ETF | 2.9 | 68 | -28 | 3.8 | -5.3 |
GVLU | Gotham 1000 Value ETF | 2.9 | 50 | -10 | 7.4 | -1.6 |
LEGR | First Trust Indxx Innovative Transaction & Process ETF | 2.9 | 65 | -25 | 7.8 | -1.2 |
GLOV | Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF | 2.9 | 25 | 15 | 5.9 | -3.2 |
CHAT | Roundhill Generative AI & Technology ETF | 2.9 | 75 | -35 | 2.6 | -6.4 |
USMC | Principal U.S. Mega-Cap ETF | 2.9 | 12 | 28 | 4.8 | -4.3 |
VSLU | Applied Finance Valuation Large Cap ETF | 2.9 | 49 | -9 | 5.8 | -3.2 |
IGM | iShares Expanded Tech Sector ETF | 2.9 | 41 | -1 | 26.3 | +17.3 |
FMIL | Fidelity New Millennium ETF | 2.9 | 59 | -19 | 4.0 | -5.0 |
QLV | FlexShares US Quality Low Volatility Index Fund | 2.9 | 22 | 18 | 5.0 | -4.0 |
HDUS | Hartford Disciplined US Equity ETF | 2.8 | 19 | 21 | 6.1 | -2.9 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 2.8 | 25 | 15 | 5.9 | -3.1 |
SPLV | Invesco S&P 500 Low Volatility ETF | 2.8 | 25 | 15 | 5.9 | -3.2 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 2.8 | 59 | -19 | 8.2 | -0.9 |
LGLV | SPDR SSGA US Large Cap Low Volatility Index ETF | 2.8 | 12 | 28 | 5.4 | -3.7 |
SMDY | Syntax Stratified MidCap ETF | 2.8 | 35 | 5 | 6.1 | -2.9 |
ALTL | Pacer Lunt Large Cap Alternator ETF | 2.8 | 60 | -20 | 4.4 | -4.6 |
QLC | FlexShares US Quality Large Cap Index Fund | 2.8 | 25 | 15 | 5.5 | -3.6 |
VGT | Vanguard Information Technology ETF | 2.8 | 10 | 30 | 4.4 | -4.6 |
KRMA | Global X Conscious Companies ETF | 2.8 | 43 | -3 | 5.6 | -3.5 |
EVUS | iShares ESG Aware MSCI USA Value ETF | 2.8 | 18 | 22 | 6.6 | -2.4 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 2.8 | 50 | -10 | 6.7 | -2.3 |
VIG | Vanguard Dividend Appreciation ETF | 2.8 | 6 | 34 | 5.7 | -3.4 |
RPG | Invesco S&P 500 Pure Growth ETF | 2.8 | 35 | 5 | 3.3 | -5.7 |
FQAL | Fidelity Quality Factor ETF | 2.7 | 15 | 25 | 5.7 | -3.4 |
FTEC | Fidelity MSCI Information Technology Index ETF | 2.7 | 8 | 32 | 4.5 | -4.5 |
DGRO | iShares Core Dividend Growth ETF | 2.7 | 8 | 32 | 6.4 | -2.6 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 2.7 | 24 | 16 | 7.9 | -1.2 |
DVOL | First Trust Dorsey Wright Momentum & Low Volatility ETF | 2.7 | 60 | -20 | 4.2 | -4.8 |
RFDA | RiverFront Dynamic US Dividend Advantage ETF | 2.7 | 52 | -12 | 6.5 | -2.6 |
ARB | AltShares Merger Arbitrage ETF | 2.7 | 77 | -37 | 0.6 | -8.5 |
KOIN | Capital Link Global Fintech Leaders ETF | 2.7 | 75 | -35 | 4.8 | -4.2 |
FLRG | Fidelity U.S. Multifactor ETF | 2.7 | 15 | 25 | 6.9 | -2.1 |
OEF | iShares S&P 100 ETF | 2.6 | 20 | 20 | 4.8 | -4.2 |
PUI | Invesco Dorsey Wright Utilities Momentum ETF | 2.6 | 60 | -20 | 6.5 | -2.5 |
ROUS | Hartford Multifactor US Equity ETF | 2.6 | 19 | 21 | 6.3 | -2.8 |
PEY | Invesco High Yield Equity Dividend Achievers ETF | 2.6 | 52 | -12 | 8.4 | -0.6 |
SNPE | Xtrackers S&P 500 ESG ETF | 2.6 | 10 | 30 | 5.2 | -3.9 |
SPVM | Invesco S&P 500 Value with Momentum ETF | 2.6 | 39 | 1 | 8.3 | -0.7 |
USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 2.5 | 10 | 30 | 5.3 | -3.7 |
XNTK | SPDR NYSE Technology ETF | 2.5 | 35 | 5 | 3.8 | -5.3 |
SXQG | ETC 6 Meridian Quality Growth ETF | 2.5 | 100 | -60 | 4.0 | -5.0 |
BLKC | Invesco Alerian Galaxy Blockchain Users and Decentralized Co | 2.5 | 61 | -21 | -0.3 | -9.4 |
IWL | iShares Russell Top 200 ETF | 2.5 | 15 | 25 | 4.8 | -4.2 |
USXF | iShares ESG Advanced MSCI USA ETF | 2.5 | 10 | 30 | 4.8 | -4.3 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 2.5 | 9 | 31 | 5.1 | -4.0 |
COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | 2.5 | 49 | -9 | 5.2 | -3.9 |
CAML | Congress Large Cap Growth ETF | 2.5 | 66 | -26 | 3.4 | -5.6 |
RFFC | ALPS Active Equity Opportunity ETF | 2.4 | 48 | -8 | 4.5 | -4.6 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 2.4 | 9 | 31 | 4.9 | -4.2 |
SPYD | SPDR Portfolio S&P 500 High Dividend ETF | 2.4 | 7 | 33 | 9.6 | +0.6 |
ICAP | InfraCap Equity Income Fund ETF | 2.4 | 171 | -131 | 6.8 | -2.3 |
IXN | iShares Global Tech ETF | 2.4 | 41 | -1 | 4.1 | -4.9 |
BIBL | Inspire 100 ETF | 2.4 | 35 | 5 | 4.6 | -4.4 |
ONEQ | Fidelity Nasdaq Composite Index ETF | 2.4 | 21 | 19 | 3.7 | -5.3 |
FVD | First Trust Value Line Dividend Index Fund | 2.4 | 65 | -25 | 5.9 | -3.2 |
USCA | Xtrackers MSCI USA Climate Action Equity ETF | 2.4 | 7 | 33 | 5.0 | -4.0 |
FLOW | Global X U.S. Cash Flow Kings 100 ETF | 2.4 | 25 | 15 | 10.8 | +1.8 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 2.4 | 75 | -35 | 3.0 | -6.0 |
APUE | ActivePassive U.S. Equity ETF | 2.3 | 45 | -5 | 4.9 | -4.1 |
CDC | VictoryShares US EQ Income Enhanced Volatility Wtd ETF | 2.3 | 38 | 2 | 8.4 | -0.6 |
CDL | VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 2.3 | 35 | 5 | 8.4 | -0.6 |
DIVS | SmartETFs Dividend Builder ETF | 2.3 | 65 | -25 | 4.5 | -4.5 |
XVV | iShares ESG Screened S&P 500 ETF | 2.3 | 8 | 32 | 5.0 | -4.1 |
ESGV | Vanguard ESG U.S. Stock ETF | 2.3 | 9 | 31 | 4.9 | -4.2 |
SPRX | Spear Alpha ETF | 2.3 | 75 | -35 | -0.1 | -9.2 |
OUSM | ALPS O'Shares US Small-Cap Quality Dividend ETF | 2.3 | 48 | -8 | 5.4 | -3.6 |
GBUY | Goldman Sachs Future Consumer Equity ETF | 2.3 | 75 | -35 | 2.9 | -6.1 |
SNSR | Global X Internet of Things ETF | 2.3 | 68 | -28 | 3.7 | -5.4 |
ARKQ | ARK Autonomous Technology & Robotics ETF | 2.3 | 75 | -35 | 1.6 | -7.4 |
ARKX | ARK Space Exploration & Innovation ETF | 2.3 | 75 | -35 | 1.6 | -7.5 |
SRVR | Pacer Data & Infrastructure Real Estate ETF | 2.3 | 55 | -15 | 2.7 | -6.3 |
AZTD | Aztlan Global Stock Selection DM SMID ETF | 2.3 | 75 | -35 | 4.2 | -4.8 |
USVT | US Value ETF | 2.3 | 49 | -9 | 11.2 | +2.1 |
QVML | Invesco S&P 500 QVM Multi-factor ETF | 2.3 | 11 | 29 | 5.0 | -4.0 |
DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 2.2 | 49 | -9 | 10.5 | +1.5 |
MOAT | VanEck Morningstar Wide Moat ETF | 2.2 | 46 | -6 | 5.7 | -3.3 |
NULC | Nuveen ESG Large-Cap ETF | 2.2 | 21 | 19 | 5.4 | -3.7 |
WISE | Themes Generative Artificial Intelligence ETF | 2.2 | 35 | 5 | 1.7 | -7.3 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 2.2 | 9 | 31 | 5.0 | -4.0 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 2.2 | 20 | 20 | 4.9 | -4.1 |
XLG | Invesco S&P 500 Top 50 ETF | 2.2 | 20 | 20 | 4.5 | -4.5 |
AVUS | Avantis U.S. Equity ETF | 2.2 | 15 | 25 | 5.9 | -3.1 |
ESG | FlexShares Trust FlexShares STOXX US ESG Select Index Fund | 2.2 | 32 | 8 | 5.0 | -4.0 |
ARKF | ARK Fintech Innovation ETF | 2.1 | 75 | -35 | -2.3 | -11.3 |
ARKK | ARK Innovation ETF | 2.1 | 75 | -35 | -4.6 | -13.6 |
ARKW | ARK Next Generation Internet ETF | 2.1 | 87 | -47 | -3.1 | -12.1 |
FLDZ | RiverNorth Patriot ETF | 2.1 | 75 | -35 | 5.8 | -3.2 |
VOO | Vanguard S&P 500 ETF | 2.1 | 3 | 37 | 5.2 | -3.9 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 2.1 | 59 | -19 | 5.4 | -3.6 |
JHML | John Hancock Multifactor Large Cap ETF | 2.1 | 29 | 11 | 5.5 | -3.6 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 2.1 | 29 | 11 | 5.0 | -4.0 |
IVV | iShares Core S&P 500 ETF | 2.1 | 3 | 37 | 5.1 | -3.9 |
SPY | SPDR S&P 500 ETF Trust | 2.1 | 9 | 31 | 5.1 | -3.9 |
LRGF | iShares U.S. Equity Factor ETF | 2.1 | 8 | 32 | 5.7 | -3.3 |
SPLG | SPDR Portfolio S&P 500 ETF | 2.1 | 2 | 38 | 5.1 | -3.9 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 2.1 | 12 | 28 | 4.6 | -4.4 |
PABU | iShares Paris-Aligned Climate MSCI USA ETF | 2.1 | 10 | 30 | 4.6 | -4.4 |
ETHO | Etho Climate Leadership U.S. ETF | 2.1 | 47 | -7 | 3.9 | -5.2 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 2.1 | 15 | 25 | 4.7 | -4.3 |
GDEF | Goldman Sachs Defensive Equity ETF | 2.1 | 55 | -15 | 4.3 | -4.7 |
SFY | SoFi Select 500 ETF | 2.1 | 0 | 40 | 5.0 | -4.0 |
RVRB | Reverb ETF | 2.1 | 30 | 10 | 4.8 | -4.2 |
PBUS | Invesco MSCI USA ETF | 2.1 | 4 | 36 | 5.1 | -3.9 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 2.1 | 7 | 33 | 5.0 | -4.0 |
VOTE | TCW Transform 500 ETF | 2.1 | 5 | 35 | 5.1 | -4.0 |
JOET | Virtus Terranova US Quality Momentum ETF | 2.1 | 29 | 11 | 4.9 | -4.1 |
MRAD | SmartETFs Advertising & Marketing Technology ETF | 2.1 | 68 | -28 | 3.8 | -5.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 2.0 | 2 | 38 | 5.1 | -3.9 |
DBLV | AdvisorShares DoubleLine Value Equity ETF | 2.0 | 90 | -50 | 8.0 | -1.0 |
VONE | Vanguard Russell 1000 ETF | 2.0 | 8 | 32 | 5.1 | -4.0 |
MGC | Vanguard Mega Cap ETF | 2.0 | 7 | 33 | 4.9 | -4.1 |
GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 2.0 | 11 | 29 | 5.1 | -4.0 |
ILCB | iShares Morningstar U.S. Equity ETF | 2.0 | 3 | 37 | 5.1 | -3.9 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 2.0 | 20 | 20 | 4.9 | -4.1 |
IWB | iShares Russell 1000 ETF | 2.0 | 15 | 25 | 5.0 | -4.1 |
DFAU | Dimensional US Core Equity Market ETF | 2.0 | 12 | 28 | 5.2 | -3.8 |
SCHX | Schwab U.S. Large-Cap ETF | 2.0 | 3 | 37 | 5.1 | -3.9 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 2.0 | 0 | 40 | 5.1 | -3.9 |
JVAL | JPMorgan U.S. Value Factor ETF | 2.0 | 12 | 28 | 8.2 | -0.8 |
VV | Vanguard Large-Cap ETF | 2.0 | 4 | 36 | 5.1 | -4.0 |
QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 2.0 | 39 | 1 | 4.2 | -4.8 |
STRV | Strive 500 ETF | 2.0 | 5 | 35 | 5.1 | -4.0 |
JQUA | JPMorgan U.S. Quality Factor ETF | 2.0 | 12 | 28 | 5.5 | -3.6 |
IYY | iShares Dow Jones U.S. ETF | 2.0 | 20 | 20 | 4.9 | -4.1 |
RDVY | First Trust Rising Dividend Achievers ETF | 2.0 | 50 | -10 | 8.8 | -0.2 |
SPTM | SPDR Portfolio S&P 1500 Composite Stock Market ETF | 2.0 | 3 | 37 | 5.3 | -3.8 |
DFUS | Dimensional U.S. Equity ETF | 2.0 | 9 | 31 | 5.0 | -4.0 |
SCHK | Schwab 1000 Index ETF | 2.0 | 5 | 35 | 5.1 | -3.9 |
POWA | Invesco Bloomberg Pricing Power ETF | 2.0 | 40 | 0 | 5.4 | -3.6 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.9 | 9 | 31 | 5.6 | -3.4 |
FTGS | First Trust Growth Strength ETF | 1.9 | 60 | -20 | 6.2 | -2.8 |
LRND | IQ U.S. Large Cap R&D Leaders ETF | 1.9 | 14 | 26 | 6.0 | -3.0 |
VTHR | Vanguard Russell 3000 ETF | 1.9 | 10 | 30 | 4.9 | -4.1 |
DFAC | Dimensional U.S. Core Equity 2 ETF | 1.9 | 17 | 23 | 5.5 | -3.5 |
IWV | iShares Russell 3000 ETF | 1.9 | 20 | 20 | 4.8 | -4.2 |
LCTU | BlackRock U.S. Carbon Transition Readiness ETF | 1.9 | 14 | 26 | 5.2 | -3.8 |
SCHB | Schwab U.S. Broad Market ETF | 1.9 | 3 | 37 | 5.0 | -4.0 |
DGT | SPDR Global Dow ETF | 1.9 | 50 | -10 | 6.5 | -2.5 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 1.9 | 9 | 31 | 5.6 | -3.5 |
ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1.9 | 3 | 37 | 5.0 | -4.0 |
VO | Vanguard Mid-Cap ETF | 1.9 | 4 | 36 | 5.7 | -3.3 |
NZUS | SPDR MSCI USA Climate Paris Aligned ETF | 1.9 | 10 | 30 | 4.6 | -4.4 |
RECS | Columbia Research Enhanced Core ETF | 1.9 | 15 | 25 | 5.4 | -3.6 |
SYLD | Cambria Shareholder Yield ETF | 1.9 | 59 | -19 | 11.4 | +2.4 |
ADME | Aptus Drawdown Managed Equity ETF | 1.9 | 79 | -39 | 4.3 | -4.7 |
JAVA | JPMorgan Active Value ETF | 1.9 | 44 | -4 | 6.5 | -2.5 |
VTI | Vanguard Total Stock Market ETF | 1.9 | 3 | 37 | 4.9 | -4.1 |
WCEO | Hypatia Women CEO ETF | 1.8 | 85 | -45 | 5.7 | -3.3 |
MOTG | VanEck Morningstar Global Wide Moat ETF | 1.8 | 52 | -12 | 5.7 | -3.3 |
TILT | FlexShares Morningstar US Market Factor Tilt Index Fund | 1.8 | 25 | 15 | 5.5 | -3.5 |
FTCS | First Trust Capital Strength ETF | 1.8 | 55 | -15 | 5.4 | -3.7 |
LSAF | LeaderShares AlphaFactor US Core Equity ETF | 1.8 | 75 | -35 | 6.4 | -2.7 |
QUAL | iShares MSCI USA Quality Factor ETF | 1.8 | 15 | 25 | 5.2 | -3.8 |
EUSA | iShares MSCI USA Equal Weighted ETF | 1.8 | 9 | 31 | 5.9 | -3.1 |
DSI | iShares MSCI KLD 400 Social ETF | 1.8 | 25 | 15 | 4.9 | -4.1 |
DEUS | Xtrackers Russell US Multifactor ETF | 1.8 | 17 | 23 | 6.9 | -2.2 |
PALC | Pacer Lunt Large Cap Multi-Factor Alternator ETF | 1.7 | 60 | -20 | 5.8 | -3.2 |
FGD | First Trust Dow Jones Global Select Dividend Index Fund | 1.7 | 56 | -16 | 13.7 | +4.7 |
CFA | VictoryShares US 500 Volatility Wtd ETF | 1.7 | 35 | 5 | 5.8 | -3.2 |
RSP | Invesco S&P 500 Equal Weight ETF | 1.7 | 20 | 20 | 6.0 | -3.0 |
CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 1.7 | 40 | 0 | 5.8 | -3.3 |
FAB | First Trust Multi Cap Value AlphaDEX Fund | 1.7 | 67 | -27 | 9.3 | +0.3 |
BWEB | Bitwise Web3 ETF | 1.7 | 85 | -45 | 0.8 | -8.2 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 1.7 | 31 | 9 | 3.4 | -5.7 |
SIXL | ETC 6 Meridian Low Beta Equity ETF | 1.7 | 80 | -40 | 5.0 | -4.0 |
VFMF | Vanguard U.S. Multifactor ETF | 1.7 | 18 | 22 | 8.5 | -0.6 |
IQSU | IQ Candriam U.S. Large Cap Equity ETF | 1.7 | 9 | 31 | 4.9 | -4.1 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 1.7 | 59 | -19 | 2.6 | -6.4 |
TMFG | Motley Fool Global Opportunities ETF | 1.6 | 85 | -45 | 3.2 | -5.8 |
VFMO | Vanguard U.S. Momentum Factor ETF | 1.6 | 13 | 27 | 2.7 | -6.3 |
SZNE | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 1.6 | 60 | -20 | 5.0 | -4.0 |
ESGU | iShares ESG Aware MSCI USA ETF | 1.6 | 15 | 25 | 5.0 | -4.0 |
DFSU | Dimensional US Sustainability Core 1 ETF | 1.6 | 18 | 22 | 5.5 | -3.5 |
CRBN | iShares MSCI ACWI Low Carbon Target ETF | 1.6 | 20 | 20 | 5.4 | -3.7 |
FDVV | Fidelity High Dividend ETF | 1.6 | 15 | 25 | 8.5 | -0.5 |
SRHQ | SRH U.S. Quality ETF | 1.6 | 35 | 5 | 7.7 | -1.3 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 1.6 | 9 | 31 | 5.7 | -3.3 |
TOK | iShares MSCI Kokusai ETF | 1.6 | 26 | 14 | 5.2 | -3.9 |
KOMP | SPDR S&P Kensho New Economies Composite ETF | 1.6 | 20 | 20 | 2.0 | -7.0 |
BGIG | Bahl & Gaynor Income Growth ETF | 1.6 | 45 | -5 | 5.3 | -3.7 |
SIZE | iShares MSCI USA Size Factor ETF | 1.5 | 15 | 25 | 5.8 | -3.2 |
JEPI | JPMorgan Equity Premium Income ETF | 1.5 | 35 | 5 | 5.3 | -3.8 |
KOKU | Xtrackers MSCI Kokusai Equity ETF | 1.5 | 9 | 31 | 5.3 | -3.7 |
NANC | Unusual Whales Subversive Democratic Trading ETF | 1.5 | 75 | -35 | 3.6 | -5.4 |
QTUM | Defiance Quantum ETF | 1.5 | 40 | 0 | 3.8 | -5.2 |
BUZZ | VanEck Social Sentiment ETF | 1.5 | 75 | -35 | 0.1 | -8.9 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 1.5 | 16 | 24 | 5.8 | -3.3 |
IVOV | Vanguard S&P Mid-Cap 400 Value ETF | 1.5 | 15 | 25 | 7.6 | -1.4 |
STXD | Strive 1000 Dividend Growth ETF | 1.5 | 35 | 5 | 5.3 | -3.7 |
SUSA | iShares MSCI USA ESG Select ETF | 1.5 | 25 | 15 | 5.1 | -4.0 |
SPGP | Invesco S&P 500 GARP ETF | 1.5 | 34 | 6 | 8.4 | -0.6 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 1.5 | 10 | 30 | 4.9 | -4.1 |
GRID | First Trust Nasdaq Clean Edge Smart GRID Infrastructure | 1.5 | 58 | -18 | 4.4 | -4.6 |
SQEW | LeaderShares Equity Skew ETF | 1.5 | 81 | -41 | 6.0 | -3.0 |
SUSL | iShares ESG MSCI USA Leaders ETF | 1.5 | 10 | 30 | 4.9 | -4.1 |
WDIV | SPDR S&P Global Dividend ETF | 1.5 | 40 | 0 | 9.5 | +0.5 |
URTH | iShares MSCI World ETF | 1.5 | 24 | 16 | 5.3 | -3.8 |
LCLG | Logan Capital Broad Innovative Growth ETF | 1.4 | 99 | -59 | 4.5 | -4.6 |
GINN | Goldman Sachs Innovate Equity ETF | 1.4 | 52 | -12 | 2.8 | -6.3 |
FDMO | Fidelity Momentum Factor ETF | 1.4 | 15 | 25 | 3.4 | -5.6 |
FCPI | Fidelity Stocks for Inflation ETF | 1.4 | 15 | 25 | 8.7 | -0.3 |
TXS | Texas Capital Texas Equity Index ETF | 1.4 | 49 | -9 | 5.5 | -3.5 |
LCF | Touchstone US Large Cap Focused ETF | 1.4 | 69 | -29 | 4.4 | -4.6 |
QGRO | American Century U.S. Quality Growth ETF | 1.4 | 29 | 11 | 5.0 | -4.1 |
TRFM | AAM Transformers ETF | 1.4 | 49 | -9 | 1.4 | -7.6 |
EQUL | IQ Engender Equality ETF | 1.3 | 45 | -5 | 6.7 | -2.3 |
AESR | Anfield U.S. Equity Sector Rotation ETF | 1.3 | 108 | -68 | 4.1 | -5.0 |
FDWM | Fidelity Women's Leadership ETF | 1.3 | 59 | -19 | 4.7 | -4.3 |
TPHE | Timothy Plan High Dividend Stock Enhanced ETF | 1.3 | 54 | -14 | 6.3 | -2.7 |
TPHD | Timothy Plan High Dividend Stock ETF | 1.3 | 52 | -12 | 6.3 | -2.7 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 1.3 | 45 | -5 | 4.5 | -4.6 |
MDYV | SPDR S&P 400 Mid Cap Value ETF | 1.3 | 15 | 25 | 8.2 | -0.8 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 1.3 | 75 | -35 | 4.6 | -4.4 |
BRNY | Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation | 1.3 | 79 | -39 | 6.2 | -2.9 |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 1.3 | 18 | 22 | 8.2 | -0.8 |
ACWI | iShares MSCI ACWI ETF | 1.3 | 32 | 8 | 5.3 | -3.7 |
RPV | Invesco S&P 500 Pure Value ETF | 1.3 | 35 | 5 | 10.0 | +0.9 |
CACG | ClearBridge All Cap Growth ESG ETF | 1.3 | 54 | -14 | 3.2 | -5.9 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 1.3 | 12 | 28 | 4.3 | -4.7 |
PSET | Principal Quality ETF | 1.3 | 15 | 25 | 5.4 | -3.6 |
BLCN | Siren ETF Trust Siren Nasdaq NexGen Economy ETF | 1.2 | 68 | -28 | 3.6 | -5.4 |
VT | Vanguard Total World Stock ETF | 1.2 | 7 | 33 | 5.0 | -4.0 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 1.2 | 20 | 20 | 6.9 | -2.1 |
MAGA | Point Bridge America First ETF | 1.2 | 72 | -32 | 6.2 | -2.8 |
SFYF | SoFi Social 50 ETF | 1.2 | 29 | 11 | -1.2 | -10.2 |
IWFH | iShares Virtual Work and Life Multisector ETF | 1.2 | 47 | -7 | -3.4 | -12.4 |
BNGE | First Trust S-Network Streaming and Gaming ETF | 1.2 | 70 | -30 | -1.1 | -10.1 |
CHGX | AXS Change Finance ESG ETF | 1.2 | 49 | -9 | 4.9 | -4.2 |
JMEE | JPMorgan Market Expansion Enhanced Equity ETF | 1.2 | 24 | 16 | 7.7 | -1.4 |
NZAC | SPDR MSCI ACWI Climate Paris Aligned ETF | 1.2 | 12 | 28 | 4.9 | -4.1 |
GLOF | iShares Global Equity Factor ETF | 1.2 | 20 | 20 | 7.1 | -1.9 |
DEMZ | Democratic Large Cap Core ETF | 1.2 | 45 | -5 | 4.0 | -5.0 |
MIDE | Xtrackers S&P MidCap 400 ESG ETF | 1.1 | 15 | 25 | 7.3 | -1.7 |
RNMC | First Trust Mid Cap US Equity Select ETF | 1.1 | 60 | -20 | 7.7 | -1.3 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 1.1 | 4 | 36 | 6.0 | -3.0 |
SPGM | SPDR Portfolio MSCI Global Stock Market ETF | 1.1 | 9 | 31 | 5.5 | -3.5 |
CGGR | Capital Group Growth ETF | 1.1 | 39 | 1 | 3.3 | -5.7 |
FCTR | First Trust Lunt U.S. Factor Rotation ETF | 1.1 | 65 | -25 | 4.1 | -4.9 |
IQSM | IQ Candriam U.S. Mid Cap Equity ETF | 1.1 | 15 | 25 | 6.0 | -3.0 |
TMFC | Motley Fool 100 Index ETF | 1.1 | 50 | -10 | 3.8 | -5.2 |
XT | iShares Exponential Technologies ETF | 1.1 | 46 | -6 | 3.7 | -5.3 |
TTAC | FCF US Quality ETF | 1.1 | 59 | -19 | 6.4 | -2.6 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 1.0 | 64 | -24 | 2.0 | -7.1 |
HLAL | Wahed FTSE USA Shariah ETF | 1.0 | 50 | -10 | 4.8 | -4.2 |
QQQJ | Invesco NASDAQ Next Gen 100 ETF | 1.0 | 15 | 25 | 4.5 | -4.6 |
WRND | IQ Global Equity R&D Leaders ETF | 1.0 | 18 | 22 | 6.9 | -2.1 |
PY | Principal Value ETF | 1.0 | 15 | 25 | 7.4 | -1.6 |
SIMS | SPDR S&P Kensho Intelligent Structures ETF | 1.0 | 45 | -5 | -3.2 | -12.2 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 1.0 | 49 | -9 | 4.8 | -4.2 |
FSST | Fidelity Sustainable U.S. Equity ETF | 1.0 | 59 | -19 | 4.7 | -4.3 |
PSCT | Invesco S&P SmallCap Information Technology ETF | 1.0 | 29 | 11 | 7.1 | -1.9 |
EZM | WisdomTree U.S. MidCap Fund | 1.0 | 38 | 2 | 8.1 | -0.9 |
MTUM | iShares MSCI USA Momentum Factor ETF | 1.0 | 15 | 25 | 3.4 | -5.6 |
BNE | Blue Horizon BNE ETF | 1.0 | 87 | -47 | 4.1 | -4.9 |
SNPG | Xtrackers S&P 500 Growth ESG ETF | 1.0 | 15 | 25 | 4.8 | -4.3 |
SPHB | Invesco S&P 500 High Beta ETF | 0.9 | 25 | 15 | 4.7 | -4.3 |
RAYD | Rayliant Quantitative Developed Market Equity ETF | 0.9 | 80 | -40 | 4.4 | -4.6 |
FNK | First Trust Mid Cap Value AlphaDEX Fund | 0.9 | 70 | -30 | 9.4 | +0.4 |
TMFX | Motley Fool Next Index ETF | 0.9 | 50 | -10 | 3.2 | -5.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 0.9 | 4 | 36 | 6.1 | -2.9 |
SEIQ | SEI Enhanced U.S. Large Cap Quality Factor ETF | 0.9 | 15 | 25 | 6.9 | -2.1 |
VNMC | Natixis Vaughan Nelson Mid Cap ETF | 0.9 | 85 | -45 | 5.1 | -3.9 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 0.9 | 12 | 28 | 6.6 | -2.5 |
NULG | Nuveen ESG Large-Cap Growth ETF | 0.9 | 26 | 14 | 4.2 | -4.9 |
RFV | Invesco S&P Midcap 400 Pure Value ETF | 0.9 | 35 | 5 | 9.2 | +0.2 |
VUG | Vanguard Growth ETF | 0.9 | 4 | 36 | 4.0 | -5.0 |
VBK | Vanguard Small-Cap Growth ETF | 0.9 | 7 | 33 | 1.4 | -7.6 |
DON | WisdomTree U.S. MidCap Dividend Fund | 0.9 | 38 | 2 | 8.6 | -0.4 |
BKSE | BNY Mellon US Small Cap Core Equity ETF | 0.9 | 4 | 36 | 5.5 | -3.5 |
HLGE | Hartford Longevity Economy ETF | 0.9 | 44 | -4 | 6.3 | -2.7 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 0.9 | 7 | 33 | 5.6 | -3.5 |
WLDR | Affinity World Leaders Equity ETF | 0.9 | 67 | -27 | 8.2 | -0.8 |
ISCG | iShares Morningstar Small-Cap Growth ETF | 0.8 | 6 | 34 | 2.4 | -6.7 |
QGRW | WisdomTree U.S. Quality Growth Fund | 0.8 | 28 | 12 | 4.4 | -4.7 |
QQJG | Invesco ESG NASDAQ Next Gen 100 ETF | 0.8 | 20 | 20 | 4.9 | -4.1 |
MDY | SPDR S&P Midcap 400 ETF Trust | 0.8 | 23 | 17 | 6.6 | -2.5 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 0.8 | 10 | 30 | 6.8 | -2.3 |
QQQS | Invesco NASDAQ Future Gen 200 ETF | 0.8 | 20 | 20 | -7.0 | -16.1 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 0.8 | 4 | 36 | 4.1 | -5.0 |
DUHP | Dimensional US High Profitability ETF | 0.8 | 21 | 19 | 6.8 | -2.2 |
FNX | First Trust Mid Cap Core AlphaDEX Fund | 0.8 | 60 | -20 | 6.0 | -3.0 |
IJH | iShares Core S&P Mid-Cap ETF | 0.8 | 5 | 35 | 33.8 | +24.8 |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 0.8 | 3 | 37 | 6.8 | -2.3 |
DGRS | WisdomTree US Smallcap Quality Dividend Growth Fund | 0.8 | 38 | 2 | 6.8 | -2.2 |
BFOR | ALPS Barron's 400 ETF | 0.8 | 65 | -25 | 7.2 | -1.8 |
SFYX | SoFi Next 500 ETF | 0.8 | 0 | 40 | 5.5 | -3.6 |
ULVM | VictoryShares US Value Momentum ETF | 0.7 | 20 | 20 | 7.3 | -1.8 |
JGRO | JPMorgan Active Growth ETF | 0.7 | 44 | -4 | 3.2 | -5.8 |
VB | Vanguard Small-Cap ETF | 0.7 | 5 | 35 | 5.3 | -3.8 |
HAPI | Harbor Human Capital Factor US Large Cap ETF | 0.7 | 36 | 4 | 4.6 | -4.5 |
SMMD | iShares Russell 2500 ETF | 0.7 | 15 | 25 | 5.8 | -3.2 |
ZECP | Zacks Earnings Consistent Portfolio ETF | 0.7 | 55 | -15 | 4.9 | -4.1 |
TMFE | Motley Fool Capital Efficiency 100 Index ETF | 0.7 | 50 | -10 | 4.4 | -4.6 |
TPLE | Timothy Plan Us Large/Mid Cap Core Enhanced ETF | 0.7 | 58 | -18 | 5.2 | -3.8 |
TPLC | Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.7 | 52 | -12 | 5.3 | -3.8 |
PDP | Invesco Dorsey Wright Momentum ETF | 0.7 | 62 | -22 | 3.4 | -5.6 |
ISCB | iShares Morningstar Small-Cap ETF | 0.7 | 4 | 36 | 5.2 | -3.8 |
FNDA | Schwab Fundamental US Small Co. Index ETF | 0.7 | 25 | 15 | 6.6 | -2.4 |
VOOG | Vanguard S&P 500 Growth ETF | 0.7 | 10 | 30 | 5.2 | -3.9 |
STXG | Strive 1000 Growth ETF | 0.7 | 18 | 22 | 4.0 | -5.0 |
IWY | iShares Russell Top 200 Growth ETF | 0.7 | 20 | 20 | 4.6 | -4.5 |
JHMM | John Hancock Multifactor Mid Cap ETF | 0.7 | 42 | -2 | 6.5 | -2.6 |
VFQY | Vanguard U.S. Quality Factor ETF | 0.7 | 13 | 27 | 6.8 | -2.2 |
FNY | First Trust Mid Cap Growth AlphaDEX Fund | 0.7 | 70 | -30 | 1.7 | -7.3 |
ISMD | Inspire Small/Mid Cap ETF | 0.6 | 54 | -14 | 6.0 | -3.0 |
DFSV | Dimensional US Small Cap Value ETF | 0.6 | 31 | 9 | 8.8 | -0.3 |
CGDV | Capital Group Dividend Value ETF | 0.6 | 33 | 7 | 5.7 | -3.3 |
VBR | Vanguard Small Cap Value ETF | 0.6 | 7 | 33 | 8.1 | -1.0 |
ESML | iShares ESG Aware MSCI USA Small-Cap ETF | 0.6 | 17 | 23 | 5.4 | -3.6 |
QVMM | Invesco S&P MidCap 400 QVM Multi-factor ETF | 0.6 | 15 | 25 | 6.8 | -2.2 |
IWF | iShares Russell 1000 Growth ETF | 0.6 | 19 | 21 | 4.4 | -4.6 |
VONG | Vanguard Russell 1000 Growth ETF | 0.6 | 8 | 32 | 4.5 | -4.5 |
ANEW | ProShares MSCI Transformational Changes ETF | 0.6 | 45 | -5 | 3.2 | -5.8 |
CGUS | Capital Group Core Equity ETF | 0.6 | 33 | 7 | 4.6 | -4.4 |
RWK | Invesco S&P MidCap 400 Revenue ETF | 0.6 | 39 | 1 | 8.3 | -0.7 |
CGGO | Capital Group Global Growth Equity ETF | 0.6 | 47 | -7 | 4.0 | -5.0 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 0.6 | 35 | 5 | 6.9 | -2.2 |
ILCG | iShares Morningstar Growth ETF | 0.6 | 4 | 36 | 3.9 | -5.2 |
IWS | iShares Russell Mid-Cap Value ETF | 0.6 | 23 | 17 | 6.5 | -2.6 |
XITK | SPDR FactSet Innovative Technology ETF | 0.6 | 45 | -5 | 2.5 | -6.5 |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 0.6 | 20 | 20 | 7.7 | -1.3 |
ISCV | iShares Morningstar Small Cap Value ETF | 0.6 | 6 | 34 | 8.1 | -0.9 |
MGK | Vanguard Mega Cap Growth ETF | 0.6 | 7 | 33 | 4.1 | -4.9 |
PPA | Invesco Aerospace & Defense ETF | 0.6 | 58 | -18 | 3.6 | -5.5 |
VXF | Vanguard Extended Market ETF | 0.6 | 6 | 34 | 3.8 | -5.2 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 0.6 | 29 | 11 | 9.0 | -0.0 |
STXK | Strive Small-Cap ETF | 0.5 | 18 | 22 | 5.1 | -3.9 |
JHSC | John Hancock Multifactor Small Cap ETF | 0.5 | 42 | -2 | 6.0 | -3.0 |
IVW | iShares S&P 500 Growth ETF | 0.5 | 18 | 22 | 4.2 | -4.8 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 0.5 | 4 | 36 | 4.4 | -4.7 |
IUSG | iShares Core S&P U.S. Growth ETF | 0.5 | 4 | 36 | 4.4 | -4.6 |
FSMD | Fidelity Small-Mid Multifactor ETF | 0.5 | 15 | 25 | 7.2 | -1.9 |
AVUV | Avantis U.S. Small Cap Value ETF | 0.5 | 25 | 15 | 10.1 | +1.1 |
RZV | Invesco S&P Smallcap 600 Pure Value ETF | 0.5 | 35 | 5 | 10.3 | +1.2 |
BLES | Inspire Global Hope ETF | 0.5 | 61 | -21 | 6.2 | -2.9 |
AOTG | AOT Growth and Innovation ETF | 0.5 | 75 | -35 | 2.9 | -6.1 |
IWR | iShares Russell Midcap ETF | 0.5 | 19 | 21 | 5.5 | -3.5 |
FSMO | Fidelity Small-Mid Cap Opportunities ETF | 0.5 | 60 | -20 | 6.7 | -2.3 |
FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 0.4 | 30 | 10 | 7.6 | -1.4 |
DFAT | Dimensional U.S. Targeted Value ETF | 0.4 | 28 | 12 | 8.1 | -0.9 |
SCHA | Schwab U.S. Small-Cap ETF | 0.4 | 4 | 36 | 4.7 | -4.3 |
DFAS | Dimensional U.S. Small Cap ETF | 0.4 | 26 | 14 | 5.9 | -3.1 |
IDRV | iShares Self-driving EV & Tech ETF | 0.4 | 47 | -7 | -0.4 | -9.4 |
GGME | Invesco Next Gen Media and Gaming ETF | 0.4 | 60 | -20 | 3.6 | -5.4 |
BOUT | Innovator IBD Breakout Opportunities ETF | 0.3 | 81 | -41 | 4.1 | -4.9 |
TECB | iShares U.S. Tech Breakthrough Multisector ETF | 0.3 | 40 | 0 | 3.8 | -5.2 |
IMCV | iShares Morningstar Mid-Cap Value ETF | 0.3 | 6 | 34 | 7.9 | -1.1 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 0.3 | 17 | 23 | 5.5 | -3.5 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 0.3 | 15 | 25 | 5.5 | -3.5 |
PNQI | Invesco NASDAQ Internet ETF | 0.3 | 60 | -20 | 2.3 | -6.8 |
EGUS | iShares ESG Aware MSCI USA Growth ETF | 0.3 | 18 | 22 | 4.1 | -4.9 |
NUSC | Nuveen ESG Small-Cap ETF | 0.3 | 31 | 9 | 5.0 | -4.0 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 0.2 | 20 | 20 | 9.9 | +0.9 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 0.2 | 15 | 25 | 6.1 | -2.9 |
IJS | iShares S&P Small-Cap 600 Value ETF | 0.2 | 18 | 22 | 9.0 | +0.0 |
SMMV | iShares MSCI USA Small-Cap Min Vol Factor ETF | 0.2 | 20 | 20 | 4.4 | -4.6 |
SLYV | SPDR S&P 600 Small Cap Value ETF | 0.2 | 15 | 25 | 9.1 | +0.1 |
DES | WisdomTree U.S. SmallCap Dividend Fund | 0.2 | 38 | 2 | 8.1 | -1.0 |
VIOV | Vanguard S&P Small-Cap 600 Value ETF | 0.2 | 15 | 25 | 8.7 | -0.3 |
FBCG | Fidelity Blue Chip Growth ETF | 0.2 | 59 | -19 | 2.4 | -6.7 |
IGPT | Invesco AI and Next Gen Software ETF | 0.2 | 60 | -20 | 3.4 | -5.7 |
SMLF | iShares U.S. SmallCap Equity Factor ETF | 0.2 | 15 | 25 | 5.9 | -3.1 |
PRFZ | Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.2 | 39 | 1 | 4.1 | -5.0 |
IMCB | iShares Morningstar Mid-Cap ETF | 0.2 | 4 | 36 | 6.0 | -3.1 |
IWP | iShares Russell Mid-Cap Growth ETF | 0.2 | 23 | 17 | 3.6 | -5.4 |
SSLY | Syntax Stratified SmallCap ETF | 0.2 | 40 | 0 | 7.4 | -1.7 |
RWJ | Invesco S&P SmallCap 600 Revenue ETF | 0.2 | 39 | 1 | 9.2 | +0.2 |
USVM | VictoryShares US Small Mid Cap Value Momentum ETF | 0.2 | 25 | 15 | 8.7 | -0.3 |
SAGP | Strategas Global Policy Opportunities ETF | 0.1 | 65 | -25 | 4.4 | -4.7 |
IVRS | iShares Future Metaverse Tech and Communications ETF | 0.1 | 47 | -7 | -2.9 | -11.9 |
XJR | iShares ESG Screened S&P Small-Cap ETF | 0.1 | 12 | 28 | 7.6 | -1.4 |
SMLV | SPDR SSGA US Small Cap Low Volatility Index ETF | 0.1 | 12 | 28 | 7.4 | -1.6 |
VIOO | Vanguard S&P Small-Cap 600 ETF | 0.1 | 10 | 30 | 7.8 | -1.3 |
QVMS | Invesco S&P SmallCap 600 QVM Multi-factor ETF | 0.1 | 15 | 25 | 8.0 | -1.0 |
IJR | iShares Core S&P Small Cap ETF | 0.1 | 6 | 34 | 7.9 | -1.1 |
SPSM | SPDR Portfolio S&P 600 Small Cap ETF | 0.1 | 3 | 37 | 8.0 | -1.1 |
BTHM | BlackRock Future U.S. Themes ETF | 0.1 | 60 | -20 | 4.5 | -4.5 |
BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 0.1 | 9 | 31 | 3.9 | -5.1 |
AFMC | First Trust Active Factor Mid Cap ETF | 0.1 | 65 | -25 | 7.5 | -1.5 |
IMCG | iShares Morningstar Mid-Cap Growth ETF | 0.1 | 6 | 34 | 4.1 | -5.0 |
DEW | WisdomTree Global High Dividend Fund | 0.0 | 58 | -18 | 9.0 | -0.1 |
JSTC | Adasina Social Justice All Cap Global ETF | 0.0 | 89 | -49 | 4.5 | -4.5 |
TEQI | T. Rowe Price Equity Income ETF | 0.0 | 54 | -14 | 4.1 | -5.0 |
AVSC | Avantis U.S Small Cap Equity ETF | 0.0 | 25 | 15 | 5.2 | -3.8 |
TDVG | T. Rowe Price Dividend Growth ETF | 0.0 | 50 | -10 | 4.8 | -4.2 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
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. Telecommunications ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
SPECULATIVE |
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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