iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.0% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.2x P/Sales
ratio		 2.4x
P/BV
ratio		 2.6x Div.
yield		 2.6%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium 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.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date May 22, 2000
Assets (mns) $614
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 20
Wgt avg mkt cap (mns) $124,293
Large cap (>$10bn) 88.4%
Mid cap ($2-10bn) 11.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CISCO SYSTEMS INC 20.0 %
AT&T INC 14.1 %
VERIZON COMMUNICATIONS INC 13.1 %
ARISTA NETWORKS, INC. 6.3 %
T-MOBILE US, INC. 4.6 %
MOTOROLA SOLUTIONS 4.3 %
COMCAST CORP-CL A 4.1 %
CIENA CORP 4.1 %
LUMENTUM HOLDINGS INC 4.0 %
UBIQUITI INC. 3.9 %
Total 78.4 %

TOP COUNTRY EXPOSURE
UNITED STATES 88.9 %
LUXEMBOURG 3.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru July 31)
Year-to-date 1 year 5 years 10 years Since Incep.
11.3% 30.1% 2.9% 2.6% -0.0%

Market Correlations
versus... Beta R-squared
S&P500 0.95 61%
MSCI EAFE 0.71 38%
MSCI Emg. Mkts. 0.47 18%

Technical Indicators
Recent close $31.55
30d moving avg. $30.15
Annualized volatility 18.7%
Short interest (ETF) 1.9%
Short interest (Underlying) 3.2%
Relative strength (RSI) 61

Liquidity measures
Avg. volume (thou.) 620
Turnover 3.2%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 634 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™: 6.0%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYZ
Ticker Fund
Name		 Overlap1
vs IYZ
(%)		 Expense
ratio
(bp)		 Savings
vs IYZ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYZ
(%)
XTL SPDR S&P Telecom ETF 40.9 35 5 2.1 -3.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 22.5 40 0 5.5 -0.5
FCOM Fidelity MSCI Communication Services Index ETF 20.2 8 32 4.5 -1.5
KNCT Invesco Next Gen Connectivity ETF 19.7 40 0 4.8 -1.2
XLC Communication Services Select Sector SPDR Fund 19.4 8 32 5.1 -0.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 18.1 41 -1 6.0 +0.1
SIXG Defiance Connective Technologies ETF 16.3 30 10 3.6 -2.4
VOX Vanguard Communication Services ETF 16.2 9 31 4.6 -1.4
DJD Invesco Dow Jones Industrial Average Dividend ETF 16.2 7 33 7.4 +1.4
TRFK Pacer Data and Digital Revolution ETF 15.1 60 -20 3.0 -3.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 14.5 5 35 7.9 +1.9
VLUE iShares MSCI USA Value Factor ETF 14.5 15 25 9.5 +3.5
XPND First Trust Expanded Technology ETF 13.2 65 -25 3.9 -2.1
IXP iShares Global Comm Services ETF 13.1 42 -2 5.6 -0.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.4 80 -40 6.7 +0.7
PWV Invesco Large Cap Value ETF 12.3 55 -15 7.0 +1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 12.0 50 -10 5.5 -0.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.9 15 25 6.6 +0.6
FDN First Trust Dow Jones Internet Index Fund 11.7 52 -12 3.1 -2.9
FDND FT Vest Dow Jones Internet & Target Income ETF 11.7 75 -35 2.9 -3.1
FDCF Fidelity Disruptive Communications ETF 10.7 50 -10 2.8 -3.2
MDLV Morgan Dempsey Large Cap Value ETF 10.6 58 -18 7.4 +1.4
UDI USCF Dividend Income Fund 10.6 65 -25 8.1 +2.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.6 47 -7 5.8 -0.2
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.6 +0.6
AUSF Global X Adaptive U.S. Factor ETF 10.2 27 13 8.7 +2.7
FDL First Trust Morningstar Dividend Leaders Index Fund 10.1 45 -5 10.4 +4.4
SDOG ALPS Sector Dividend Dogs ETF 10.1 36 4 9.4 +3.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.7 48 -8 6.0 +0.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.6 15 25 8.9 +2.9
SPRX Spear Alpha ETF 9.4 75 -35 0.3 -5.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.3 29 11 6.6 +0.6
CIBR First Trust NASDAQ Cybersecurity ETF 9.2 60 -20 4.1 -1.9
SKYY First Trust Cloud Computing ETF 9.1 60 -20 2.8 -3.2
ITAN Sparkline Intangible Value ETF 9.0 50 -10 6.6 +0.6
BRIF FIS Bright Portfolios Focused Equity ETF 9.0 65 -25 4.9 -1.1
DIVB iShares Core Dividend ETF 8.9 5 35 8.0 +2.0
RAFE PIMCO RAFI ESG U.S. ETF 8.7 29 11 7.1 +1.1
TBG TBG Dividend Focus ETF 8.4 59 -19 7.8 +1.9
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.2 75 -35 5.3 -0.7
VEGN US Vegan Climate ETF 8.2 60 -20 4.5 -1.5
SCHD Schwab US Dividend Equity ETF 8.2 6 34 9.6 +3.6
EQIN Columbia US Equity Income ETF 8.1 35 5 6.9 +0.9
USMV iShares MSCI USA Min Vol Factor ETF 8.0 15 25 5.8 -0.2
DIVY Sound Equity Dividend Income ETF 7.8 45 -5 9.5 +3.5
COWZ Pacer US Cash Cows 100 ETF 7.8 49 -9 9.3 +3.3
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.6 -0.4
NXTG First Trust Indxx NextG ETF 7.7 70 -30 5.3 -0.7
UFO Procure Space ETF 7.6 75 -35 0.2 -5.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.5 29 11 6.2 +0.2
EQAL Invesco Russell 1000 Equal Weight ETF 7.5 20 20 6.8 +0.8
SPDV AAM S&P 500 High Dividend Value ETF 7.4 29 11 10.5 +4.5
LOUP Innovator Deepwater Frontier Tech ETF 7.4 70 -30 1.3 -4.7
REVS Columbia Research Enhanced Value ETF 7.3 19 21 7.5 +1.6
HDV iShares Core High Dividend ETF 7.3 8 32 7.2 +1.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.2 18 22 5.8 -0.2
SPVU Invesco S&P 500 Enhanced Value ETF 7.1 13 27 10.0 +4.1
ROE Astoria US Quality Kings ETF 7.0 49 -9 6.5 +0.6
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.0 60 -20 3.4 -2.6
ABOT Abacus FCF Innovation Leaders ETF 6.9 69 -29 4.7 -1.3
USRD Themes US R&D Champions ETF 6.9 29 11 4.5 -1.5
DFLV Dimensional US Large Cap Value ETF 6.8 22 18 7.7 +1.7
EDOW First Trust Dow 30 Equal Weight ETF 6.8 50 -10 5.3 -0.7
CRTC Xtrackers US National Critical Technologies ETF 6.7 35 5 4.8 -1.2
SHE SPDR MSCI USA Gender Diversity ETF 6.7 20 20 5.0 -1.0
SPMV Invesco S&P 500 Minimum Variance ETF 6.7 10 30 5.4 -0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 -20 4.6 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 6.6 13 27 5.7 -0.3
DFUV Dimensional US Marketwide Value ETF 6.5 22 18 7.5 +1.5
LYLD Cambria Large Cap Shareholder Yield ETF 6.5 59 -19 9.4 +3.4
ACSI American Customer Satisfaction ETF 6.5 65 -25 4.7 -1.3
FPAG FPA Global Equity ETF 6.5 49 -9 5.7 -0.3
FDLO Fidelity Low Volatility Factor ETF 6.5 15 25 5.4 -0.6
OALC OneAscent Large Cap Core ETF 6.4 86 -46 4.1 -1.9
USMF WisdomTree U.S. Multifactor Fund 6.3 28 12 7.0 +1.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 10 4.4 -1.6
IDAT iShares Future Cloud 5G and Tech ETF 6.3 47 -7 4.7 -1.3
GOP Unusual Whales Subversive Republican Trading ETF 6.3 50 -10 5.5 -0.5
JHDV John Hancock U.S. High Dividend ETF 6.1 34 6 6.6 +0.6
VALQ American Century U.S. Quality Value ETF 6.0 29 11 7.7 +1.7
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.9 19 21 5.3 -0.7
YLDE ClearBridge Dividend Strategy ESG ETF 5.9 60 -20 5.7 -0.3
AVLV Avantis U.S. Large Cap Value ETF 5.9 15 25 7.7 +1.7
QVAL Alpha Architect US Quantitative Value ETF 5.9 39 1 9.7 +3.7
ACVF American Conservative Values ETF 5.8 75 -35 4.3 -1.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.8 20 20 6.2 +0.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.1 +0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.7 30 10 8.9 +3.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.7 70 -30 4.7 -1.3
BLCV iShares Large Cap Value Active ETF 5.6 53 -13 7.3 +1.3
CAML Congress Large Cap Growth ETF 5.6 66 -26 3.4 -2.6
EQWL Invesco S&P 100 Equal Weight ETF 5.6 25 15 6.2 +0.2
FLQL Franklin LibertyQ U.S. Equity ETF 5.6 15 25 5.3 -0.7
ARTY iShares Future AI & Tech ETF 5.6 47 -7 3.6 -2.4
LST Leuthold Select Industries ETF 5.6 91 -51 5.1 -0.9
GCOW Pacer Global Cash Cows Dividend ETF 5.6 60 -20 10.9 +4.9
ARB AltShares Merger Arbitrage ETF 5.6 77 -37 4.2 -1.8
SHRY First Trust Bloomberg Shareholder Yield ETF 5.5 60 -20 8.0 +2.0
SRHQ SRH U.S. Quality ETF 5.4 35 5 7.6 +1.6
WFH Direxion Work From Home ETF 5.4 45 -5 4.0 -2.0
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 1 8.2 +2.2
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.4 79 -39 4.5 -1.5
LVOL American Century Low Volatility ETF 5.3 29 11 4.9 -1.1
ABEQ Absolute Select Value ETF 5.3 85 -45 4.7 -1.3
ROUS Hartford Multifactor US Equity ETF 5.3 19 21 7.0 +1.0
QTOP iShares Nasdaq Top 30 Stocks ETF 5.3 20 20 4.1 -1.9
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 18 5.6 -0.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.3 40 0 5.6 -0.4
CZAR Themes Natural Monopoly ETF 5.2 35 5 5.7 -0.3
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -5 5.4 -0.6
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.2 35 5 7.7 +1.7
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.2 38 2 7.7 +1.7
WBIY WBI Power Factor High Dividend ETF 5.2 100 -60 14.7 +8.7
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.1 39 1 11.6 +5.6
FBCV Fidelity Blue Chip Value ETF 5.1 59 -19 7.4 +1.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.0 85 -45 8.6 +2.6
IWX iShares Russell Top 200 Value ETF 5.0 20 20 6.2 +0.2
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.9 50 -10 8.1 +2.1
WOMN Impact Shares YWCA Women's Empowerment ETF 4.9 75 -35 5.3 -0.7
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 25 5.7 -0.3
SNPV Xtrackers S&P 500 Value ESG ETF 4.9 15 25 6.7 +0.7
DURA VanEck Durable High Dividend ETF 4.9 29 11 8.5 +2.5
STXV Strive 1000 Value ETF 4.8 18 22 8.0 +2.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.8 15 25 5.7 -0.3
VLU SPDR S&P 1500 Value Tilt ETF 4.8 12 28 7.4 +1.4
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.8 19 21 6.3 +0.3
XLK Technology Select Sector SPDR Fund 4.8 8 32 4.5 -1.5
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 6.7 +0.7
DARP Grizzle Growth ETF 4.6 75 -35 2.9 -3.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.6 56 -16 0.3 -5.7
FTGS First Trust Growth Strength ETF 4.6 60 -20 5.0 -1.0
GQQQ Astoria US Quality Growth Kings ETF 4.6 35 5 4.6 -1.4
DIV Global X SuperDividend US ETF 4.6 45 -5 11.7 +5.7
FOVL iShares Focused Value Factor ETF 4.6 25 15 10.7 +4.7
DLN WisdomTree U.S. LargeCap Dividend Fund 4.5 28 12 5.9 -0.1
FLV American Century Focused Large Cap Value ETF 4.5 42 -2 6.5 +0.5
MGV Vanguard Mega Cap Value ETF 4.5 7 33 6.6 +0.6
FNDX Schwab Fundamental US Large Co. Index ETF 4.5 25 15 7.2 +1.2
CHAT Roundhill Generative AI & Technology ETF 4.4 75 -35 9.4 +3.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.4 35 5 4.2 -1.8
ABFL Abacus FCF Leaders ETF 4.4 59 -19 5.3 -0.7
GSPY Gotham Enhanced 500 ETF 4.4 50 -10 5.2 -0.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 11 6.4 +0.4
QQMG Invesco ESG NASDAQ 100 ETF 4.3 20 20 4.1 -1.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.3 18 22 7.7 +1.7
PRXV Praxis Impact Large Cap Value ETF 4.3 36 4 6.5 +0.5
CHGX AXS Change Finance ESG ETF 4.3 49 -9 4.8 -1.2
IUS Invesco RAFI Strategic US ETF 4.3 19 21 6.9 +0.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.3 49 -9 4.5 -1.5
IPDP Dividend Performers ETF 4.3 122 -82 5.1 -0.9
PRF Invesco FTSE RAFI US 1000 ETF 4.3 39 1 6.8 +0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 2 6.2 +0.2
QMOM Alpha Architect U.S. Quantitative Momentum ETF 4.2 39 1 3.4 -2.6
FTCS First Trust Capital Strength ETF 4.2 55 -15 5.8 -0.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.2 49 -9 4.7 -1.3
FNDB Schwab Fundamental US Broad Market Index ETF 4.2 25 15 7.2 +1.2
TOGA Tremblant Global ETF 4.2 69 -29 1.8 -4.2
ARKK ARK Innovation ETF 4.2 75 -35 -2.6 -8.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.1 50 -10 7.2 +1.2
IETC iShares U.S. Tech Independence Focused ETF 4.1 18 22 3.7 -2.3
EMOT First Trust S&P 500 Economic Moat ETF 4.1 60 -20 7.9 +2.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.1 60 -20 3.6 -2.4
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.5 +0.5
QQQ Invesco QQQ Trust Series I 4.0 20 20 4.1 -1.9
QQQM Invesco NASDAQ 100 ETF 4.0 15 25 4.1 -1.9
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.0 49 -9 3.8 -2.2
MAVF Matrix Advisors Value ETF 4.0 75 -35 5.7 -0.3
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 12 6.3 +0.3
VYM Vanguard High Dividend Yield Index ETF 3.9 6 34 7.0 +1.0
INCE Franklin Income Equity Focus ETF 3.8 29 11 5.5 -0.5
BGDV Bahl & Gaynor Dividend ETF 3.8 45 -5 4.7 -1.3
ICAP InfraCap Equity Income Fund ETF 3.8 171 -131 6.2 +0.2
IVES Wedbush ETFMG Global Cloud Technology ETF 3.8 68 -28 7.3 +1.3
DFVX Dimensional US Large Cap Vector ETF 3.8 22 18 6.2 +0.2
EPS WisdomTree U.S. LargeCap Fund 3.8 8 32 5.7 -0.3
EBI Longview Advantage ETF 3.7 35 5 6.5 +0.5
INRO iShares U.S. Industry Rotation Active ETF 3.7 42 -2 4.2 -1.8
ILCV iShares Morningstar Value ETF 3.7 4 36 6.4 +0.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.7 58 -18 4.2 -1.8
WTV WisdomTree US Value Fund of Benef Interest 3.6 12 28 8.9 +2.9
VTV Vanguard Value ETF 3.6 4 36 6.9 +0.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 15 5.9 -0.1
OPTZ Optimize Strategy Index ETF 3.6 50 -10 4.6 -1.4
IWD iShares Russell 1000 Value ETF 3.6 19 21 6.4 +0.4
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 -25 4.3 -1.7
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -15 4.2 -1.8
XDAT Franklin Exponential Data ETF 3.6 50 -10 2.1 -3.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.5 15 25 4.2 -1.8
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -15 6.3 +0.3
MTUM iShares MSCI USA Momentum Factor ETF 3.5 15 25 3.5 -2.5
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 36 6.7 +0.7
VOOV Vanguard S&P 500 Value ETF 3.5 7 33 6.3 +0.3
IVE iShares S&P 500 Value ETF 3.5 18 22 6.1 +0.1
SPYV SPDR Portfolio S&P 500 Value ETF 3.5 4 36 6.3 +0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.5 +1.5
VONV Vanguard Russell 1000 Value ETF 3.4 7 33 6.5 +0.5
NUDV Nuveen ESG Dividend ETF 3.4 26 14 7.6 +1.6
DVY iShares Select Dividend ETF 3.4 38 2 9.0 +3.0
FFLC Fidelity Fundamental Large Cap Core ETF 3.4 38 2 4.5 -1.5
IGM iShares Expanded Tech Sector ETF 3.4 41 -1 3.9 -2.1
DHS WisdomTree U.S. High Dividend Fund 3.4 38 2 8.0 +2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.4 60 -20 6.8 +0.8
IUSV iShares Core S&P US Value ETF 3.4 4 36 6.4 +0.4
HKND Humankind US Stock ETF 3.4 11 29 7.1 +1.1
GRNY Fundstrat Granny Shots US Large Cap ETF 3.3 75 -35 2.6 -3.4
BLCR iShares Large Cap Core Active ETF 3.3 36 4 3.7 -2.3
FFND Future Fund Active ETF 3.3 100 -60 4.2 -1.8
ARKW ARK Next Generation Internet ETF 3.3 87 -47 -0.3 -6.3
AIS VistaShares Artificial Intelligence Supercycle ETF 3.2 75 -35 3.0 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 10 5.9 -0.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 -25 4.6 -1.4
VFMO Vanguard U.S. Momentum Factor ETF 3.2 13 27 3.0 -3.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -9 5.8 -0.2
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 5.1 -0.9
RWL Invesco S&P 500 Revenue ETF 3.2 39 1 6.8 +0.8
KRMA Global X Conscious Companies ETF 3.2 43 -3 5.8 -0.2
FLRG Fidelity U.S. Multifactor ETF 3.2 15 25 6.9 +0.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.2 12 28 5.7 -0.3
AIQ Global X Artificial Intelligence & Technology ETF 3.1 68 -28 3.8 -2.2
HGRO Hedgeye Quality Growth ETF 3.1 70 -30 3.4 -2.6
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 5.2 -0.8
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.6 -1.4
SSPY Syntax Stratified LargeCap ETF 3.1 30 10 6.7 +0.7
BUZZ VanEck Social Sentiment ETF 3.1 75 -35 -0.4 -6.4
SPGP Invesco S&P 500 GARP ETF 3.1 34 6 6.4 +0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.1 65 -25 6.4 +0.4
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 10.8 +4.8
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -60 4.6 -1.4
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 25 6.0 -0.0
QDIV Global X S&P 500 Quality Dividend ETF 3.1 20 20 8.6 +2.7
AIVC Amplify Bloomberg AI Value Chain ETF 3.1 59 -19 5.5 -0.5
XNTK SPDR NYSE Technology ETF 3.0 35 5 3.7 -2.3
FDRR Fidelity Dividend ETF for Rising Rates 3.0 15 25 7.0 +1.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 22 6.5 +0.5
FFTY Innovator IBD 50 ETF 3.0 80 -40 -2.4 -8.4
SPMO Invesco S&P 500 Momentum ETF 3.0 13 27 3.6 -2.4
VGT Vanguard Information Technology ETF 3.0 9 31 3.9 -2.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.0 60 -20 5.3 -0.7
FTEC Fidelity MSCI Information Technology Index ETF 3.0 8 32 3.9 -2.1
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.0 60 -20 3.9 -2.1
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -40 4.4 -1.6
MISL First Trust Indxx Aerospace & Defense ETF 2.9 60 -20 2.1 -3.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.9 75 -35 4.0 -2.0
VFMF Vanguard U.S. Multifactor ETF 2.9 18 22 7.9 +1.9
PTF Invesco Dorsey Wright Technology Momentum ETF 2.9 60 -20 1.3 -4.7
AIEQ AI Powered Equity ETF 2.9 75 -35 3.7 -2.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.9 15 25 7.5 +1.6
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.9 60 -20 7.6 +1.6
BIBL Inspire 100 ETF 2.9 35 5 5.1 -0.9
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.7 -0.3
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 15 5.4 -0.6
SGLC SGI U.S. Large Cap Core ETF 2.8 85 -45 4.0 -2.0
DGRO iShares Core Dividend Growth ETF 2.8 8 32 6.5 +0.5
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 5.1 -0.9
ARKF ARK Fintech Innovation ETF 2.8 75 -35 -0.4 -6.4
WLDR Affinity World Leaders Equity ETF 2.8 67 -27 7.5 +1.6
JAVA JPMorgan Active Value ETF 2.8 44 -4 6.4 +0.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -25 8.1 +2.1
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.0 -1.0
FITE SPDR S&P Kensho Future Security ETF 2.8 45 -5 1.6 -4.4
NULC Nuveen ESG Large-Cap ETF 2.8 21 19 4.6 -1.4
LOGO Alpha Brands Consumption Leaders ETF 2.7 69 -29 3.1 -2.9
IXN iShares Global Tech ETF 2.7 41 -1 3.6 -2.4
SDY SPDR S&P Dividend ETF 2.7 35 5 6.6 +0.6
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 3 6.0 -0.0
AVUS Avantis U.S. Equity ETF 2.7 15 25 5.7 -0.3
DEW WisdomTree Global High Dividend Fund 2.7 58 -18 8.4 +2.4
PFM Invesco Dividend Achievers ETF 2.7 53 -13 5.3 -0.7
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 5 3.2 -2.8
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.7 8 32 4.9 -1.1
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -9 4.8 -1.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.1 -0.9
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 -10 4.2 -1.8
LRGF iShares U.S. Equity Factor ETF 2.7 8 32 5.4 -0.6
BDIV AAM Brentview Dividend Growth ETF 2.7 49 -9 4.6 -1.4
ONEQ Fidelity Nasdaq Composite Index ETF 2.7 21 19 3.7 -2.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 5.1 -0.9
CCMG CCM Global Equity ETF 2.6 34 6 8.4 +2.4
FTA First Trust Large Cap Value AlphaDEX Fund 2.6 59 -19 8.9 +2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 29 5.1 -0.9
LIVR Intelligent Livermore ETF 2.6 69 -29 5.4 -0.6
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.6 61 -21 1.5 -4.5
ARKQ ARK Autonomous Technology & Robotics ETF 2.6 75 -35 0.5 -5.5
ARKX ARK Space Exploration & Innovation ETF 2.6 75 -35 -0.3 -6.3
ROKT SPDR S&P Kensho Final Frontiers ETF 2.6 45 -5 2.0 -4.0
SRVR Pacer Data & Infrastructure Real Estate ETF 2.6 55 -15 3.7 -2.3
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -8 4.4 -1.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 33 9.8 +3.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.6 68 -28 2.8 -3.2
FDMO Fidelity Momentum Factor ETF 2.6 15 25 3.6 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.6 29 11 4.4 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 2.5 39 1 7.6 +1.6
RFFC ALPS Active Equity Opportunity ETF 2.5 48 -8 4.4 -1.6
USXF iShares ESG Advanced MSCI USA ETF 2.5 10 30 4.5 -1.5
TMFX Motley Fool Next Index ETF 2.5 50 -10 2.6 -3.4
VUSE Vident U.S. Equity Strategy ETF 2.5 50 -10 4.5 -1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.5 27 13 7.0 +1.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 4.9 -1.1
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 25 4.9 -1.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.5 75 -35 3.1 -2.9
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.5 12 28 4.5 -1.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -9 9.4 +3.4
HLGE Hartford Longevity Economy ETF 2.4 44 -4 -0.4 -6.4
ULVM VictoryShares US Value Momentum ETF 2.4 20 20 7.3 +1.3
SNSR Global X Internet of Things ETF 2.4 68 -28 4.4 -1.6
OEF iShares S&P 100 ETF 2.4 20 20 4.5 -1.5
IWL iShares Russell Top 200 ETF 2.4 15 25 4.6 -1.4
APUE ActivePassive U.S. Equity ETF 2.4 45 -5 4.6 -1.4
PEY Invesco High Yield Equity Dividend Achievers ETF 2.4 52 -12 10.1 +4.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 31 4.6 -1.4
YALL God Bless America ETF 2.3 65 -25 3.6 -2.4
VIG Vanguard Dividend Appreciation ETF 2.3 5 35 5.6 -0.4
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 31 4.7 -1.3
HLAL Wahed FTSE USA Shariah ETF 2.3 50 -10 4.7 -1.3
KLMN Invesco MSCI North America Climate ETF 2.3 9 31 4.9 -1.1
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.8 -1.2
THRO iShares U.S. Thematic Rotation Active ETF 2.3 90 -50 4.0 -2.0
JVAL JPMorgan U.S. Value Factor ETF 2.3 12 28 8.1 +2.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.0 -1.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 4.8 -1.2
DCOR Dimensional US Core Equity 1 ETF 2.3 14 26 5.3 -0.7
JQUA JPMorgan U.S. Quality Factor ETF 2.3 12 28 5.8 -0.2
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 4.8 -1.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 -9 3.8 -2.2
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 40 4.9 -1.1
MGC Vanguard Mega Cap ETF 2.2 7 33 4.6 -1.4
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 6.3 +0.3
VOTE TCW Transform 500 ETF 2.2 5 35 4.8 -1.2
LCLG Logan Capital Broad Innovative Growth ETF 2.2 99 -59 3.9 -2.1
RVRB Reverb ETF 2.2 30 10 4.5 -1.5
JHML John Hancock Multifactor Large Cap ETF 2.2 29 11 5.3 -0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.2 -0.8
AGRW Allspring LT Large Growth ETF 2.2 35 5 3.5 -2.5
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 38 4.9 -1.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 20 4.7 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.8 -1.2
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 5.9 -0.1
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 5.8 -0.2
FVD First Trust Value Line Dividend Index Fund 2.2 65 -25 6.2 +0.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 4.6 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.6 -1.4
DGT SPDR Global Dow ETF 2.1 50 -10 7.0 +1.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.1 11 29 4.9 -1.1
VOO Vanguard S&P 500 ETF 2.1 3 37 5.0 -1.0
IVV iShares Core S&P 500 ETF 2.1 3 37 4.9 -1.1
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.1 -0.9
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 38 4.9 -1.1
SPY SPDR S&P 500 ETF Trust 2.1 9 31 4.9 -1.1
AESR Anfield U.S. Equity Sector Rotation ETF 2.1 108 -68 3.1 -2.9
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 5.4 -0.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -12 6.3 +0.3
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 4.6 -1.4
PBUS Invesco MSCI USA ETF 2.1 4 36 4.8 -1.2
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.5 -0.5
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 37 4.8 -1.2
XLG Invesco S&P 500 Top 50 ETF 2.0 20 20 4.1 -1.9
DFAU Dimensional US Core Equity Market ETF 2.0 12 28 5.0 -1.0
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -2 4.6 -1.4
DEUS Xtrackers Russell US Multifactor ETF 2.0 17 23 7.0 +1.0
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.9 -1.1
VV Vanguard Large-Cap ETF 2.0 4 36 4.8 -1.2
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 37 5.1 -0.9
IWB iShares Russell 1000 ETF 2.0 15 25 4.8 -1.2
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.8 -1.2
STRV Strive 500 ETF 2.0 5 35 4.8 -1.2
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.8 -1.2
QGRO American Century U.S. Quality Growth ETF 2.0 29 11 3.5 -2.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.0 24 16 8.1 +2.1
PWB Invesco Large Cap Growth ETF 2.0 56 -16 3.1 -2.9
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 5.8 -0.2
FLDZ RiverNorth Patriot ETF 2.0 75 -35 6.1 +0.1
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 -9 5.6 -0.4
RECS Columbia Research Enhanced Core ETF 2.0 15 25 5.6 -0.4
VOT Vanguard Mid-Cap Growth ETF 2.0 7 33 3.5 -2.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.0 60 -20 4.8 -1.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.9 -1.1
QUVU Hartford Quality Value ETF 1.9 46 -6 7.3 +1.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.9 75 -35 2.9 -3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 15 5.6 -0.4
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 23 5.5 -0.5
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 0 5.4 -0.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 4.5 -1.5
IWV iShares Russell 3000 ETF 1.9 20 20 4.7 -1.3
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.8 -1.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 15 5.4 -0.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.9 45 -5 5.4 -0.6
SPLV Invesco S&P 500 Low Volatility ETF 1.9 25 15 5.3 -0.7
SYLD Cambria Shareholder Yield ETF 1.9 59 -19 11.6 +5.6
FVAL Fidelity Value Factor ETF 1.9 15 25 6.8 +0.9
VTI Vanguard Total Stock Market ETF 1.9 3 37 4.9 -1.1
BEEX BeeHive ETF 1.8 84 -44 4.3 -1.7
DSI iShares MSCI KLD 400 Social ETF 1.8 25 15 4.8 -1.2
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.7 -1.3
FDLS Inspire Fidelis Multi Factor ETF 1.8 76 -36 5.1 -0.9
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 25 5.4 -0.6
FFOX FundX Future Fund Opportunities ETF 1.8 100 -60 4.2 -1.8
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.9 -1.1
GLBL Pacer MSCI World Industry Advantage ETF 1.8 65 -25 4.1 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 20 5.6 -0.4
TMFC Motley Fool 100 Index ETF 1.8 50 -10 3.5 -2.5
IVAL Alpha Architect International Quantitative Value ETF 1.8 49 -9 9.8 +3.8
FQAL Fidelity Quality Factor ETF 1.8 15 25 5.6 -0.4
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 5.4 -0.6
LRND IQ U.S. Large Cap R&D Leaders ETF 1.8 14 26 5.4 -0.6
SCHK Schwab 1000 Index ETF 1.8 5 35 5.0 -1.0
GQI Natixis Gateway Quality Income ETF 1.7 34 6 5.0 -1.0
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 40 11.8 +5.8
RPV Invesco S&P 500 Pure Value ETF 1.7 35 5 10.4 +4.4
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -39 4.1 -1.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -19 2.7 -3.3
BNGE First Trust S-Network Streaming and Gaming ETF 1.7 70 -30 2.6 -3.4
DXUV Dimensional US Vector Equity ETF 1.7 28 12 6.2 +0.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.2 -0.8
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 5.0 -1.0
XT iShares Exponential Technologies ETF 1.7 46 -6 4.9 -1.1
IQM Franklin Intelligent Machines ETF 1.7 50 -10 2.0 -4.0
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 31 6.1 +0.1
ETHO Etho Climate Leadership U.S. ETF 1.6 47 -7 5.3 -0.7
RND First Trust Bloomberg R&D Leaders ETF 1.6 60 -20 3.6 -2.4
NULG Nuveen ESG Large-Cap Growth ETF 1.6 26 14 3.3 -2.7
RSP Invesco S&P 500 Equal Weight ETF 1.6 20 20 6.5 +0.6
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 5.7 -0.3
DIA SPDR Dow Jones Industrial Average ETF Trust 1.6 16 24 5.4 -0.6
GLOF iShares Global Equity Factor ETF 1.6 20 20 6.5 +0.5
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.6 -0.4
TOK iShares MSCI Kokusai ETF 1.6 26 14 5.0 -1.0
TTAC FCF US Quality ETF 1.6 59 -19 6.2 +0.3
FDVV Fidelity High Dividend ETF 1.6 15 25 7.6 +1.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 28 5.2 -0.8
FEGE First Eagle Global Equity ETF 1.6 79 -39 7.0 +1.0
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 -3 4.2 -1.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.5 58 -18 4.7 -1.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -40 6.1 +0.1
LGRO Level Four Large Cap Growth Active ETF 1.5 55 -15 3.7 -2.3
JEPI JPMorgan Equity Premium Income ETF 1.5 35 5 5.6 -0.4
ONEO SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 6.9 +0.9
SPHB Invesco S&P 500 High Beta ETF 1.5 25 15 4.6 -1.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.5 60 -20 4.2 -1.8
URTH iShares MSCI World ETF 1.5 24 16 5.1 -0.9
EUSA iShares MSCI USA Equal Weighted ETF 1.5 9 31 6.1 +0.1
SUSA iShares MSCI USA ESG Select ETF 1.5 25 15 4.7 -1.3
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 22 5.3 -0.7
CGGR Capital Group Growth ETF 1.5 39 1 3.1 -2.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.4 45 -5 4.4 -1.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.4 10 30 4.9 -1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.4 70 -30 2.8 -3.2
JSTC Adasina Social Justice All Cap Global ETF 1.4 89 -49 4.8 -1.2
SIZE iShares MSCI USA Size Factor ETF 1.4 15 25 6.0 +0.0
FDWM Fidelity Women's Leadership ETF 1.4 59 -19 4.8 -1.2
PSET Principal Quality ETF 1.4 15 25 5.3 -0.7
GVLU Gotham 1000 Value ETF 1.4 50 -10 8.9 +2.9
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 2.2 -3.8
BFOR ALPS Barron's 400 ETF 1.4 65 -25 5.9 -0.1
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 4.9 -1.1
SFY SoFi Select 500 ETF 1.3 0 40 4.4 -1.6
ACWI iShares MSCI ACWI ETF 1.3 32 8 5.5 -0.5
DUHP Dimensional US High Profitability ETF 1.3 21 19 6.3 +0.3
XITK SPDR FactSet Innovative Technology ETF 1.3 45 -5 -0.3 -6.3
FPX First Trust US Equity Opportunities ETF 1.3 61 -21 1.0 -5.0
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.2 +3.2
VOLT Tema Electrification ETF 1.3 75 -35 2.8 -3.2
SFYF SoFi Social 50 ETF 1.3 29 11 0.4 -5.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -27 9.8 +3.8
ISCG iShares Morningstar Small-Cap Growth ETF 1.3 6 34 2.9 -3.1
FDTX Fidelity Disruptive Technology ETF 1.3 50 -10 2.7 -3.3
GINN Goldman Sachs Innovate Equity ETF 1.3 52 -12 3.7 -2.3
RDVY First Trust Rising Dividend Achievers ETF 1.3 50 -10 6.8 +0.8
SPHQ Invesco S&P 500 Quality ETF 1.3 15 25 5.5 -0.5
DEMZ Democratic Large Cap Core ETF 1.3 45 -5 4.5 -1.5
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 7.5 +1.6
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.3 +0.3
VT Vanguard Total World Stock ETF 1.2 6 34 5.9 -0.1
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 30 4.3 -1.7
BGIG Bahl & Gaynor Income Growth ETF 1.2 45 -5 5.2 -0.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.7 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 5.7 -0.3
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.9 -1.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 20 6.4 +0.4
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.2 -0.8
HAPY Harbor Human Capital Factor Unconstrained ETF 1.1 50 -10 5.6 -0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 22 8.6 +2.6
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.2 +1.2
PTL Inspire 500 ETF 1.1 9 31 5.2 -0.8
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 4.1 -1.9
MDYV SPDR S&P 400 Mid Cap Value ETF 1.1 15 25 8.7 +2.7
LCF Touchstone US Large Cap Focused ETF 1.1 69 -29 4.2 -1.8
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 2 9.7 +3.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 30 8.8 +2.8
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.0 25 15 5.3 -0.7
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 4 3.6 -2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 6.2 +0.2
WCEO Hypatia Women CEO ETF 1.0 85 -45 3.7 -2.3
PY Principal Value ETF 1.0 15 25 7.1 +1.2
VBK Vanguard Small-Cap Growth ETF 1.0 7 33 1.9 -4.1
KOMP SPDR S&P Kensho New Economies Composite ETF 1.0 20 20 2.5 -3.5
VOOG Vanguard S&P 500 Growth ETF 1.0 7 33 4.1 -1.9
IVW iShares S&P 500 Growth ETF 1.0 18 22 4.0 -2.0
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 4.1 -1.9
STXM Strive Mid-Cap ETF 1.0 18 22 6.1 +0.2
VUG Vanguard Growth ETF 1.0 4 36 4.0 -2.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 33 6.0 0.0
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.8 -1.2
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 25 7.9 +1.9
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.2 -1.8
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 8.3 +2.4
GINX SGI Enhanced Global Income ETF 0.9 98 -58 7.1 +1.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 28 7.0 +1.0
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 -9 6.4 +0.4
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 3.9 -2.1
STXG Strive 1000 Growth ETF 0.9 18 22 3.8 -2.2
TRFM AAM Transformers ETF 0.9 49 -9 1.3 -4.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 5 7.1 +1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 25 6.0 -0.0
ISCB iShares Morningstar Small-Cap ETF 0.9 4 36 6.2 +0.2
IOO iShares Global 100 ETF 0.9 41 -1 4.8 -1.2
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 25 7.2 +1.2
VO Vanguard Mid-Cap ETF 0.9 4 36 5.7 -0.3
WRND IQ Global Equity R&D Leaders ETF 0.9 18 22 8.2 +2.3
IJH iShares Core S&P Mid-Cap ETF 0.9 5 35 7.3 +1.3
MDY SPDR S&P Midcap 400 ETF Trust 0.9 24 16 7.1 +1.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.9 20 20 4.4 -1.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 31 4.9 -1.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.8 17 23 5.7 -0.3
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 33 7.4 +1.4
VAMO Cambria Value & Momentum ETF 0.8 61 -21 5.8 -0.2
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 37 7.3 +1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.7 +4.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.8 95 -55 0.5 -5.5
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 36 6.1 +0.1
LQPE PEO AlphaQuest Thematic PE ETF 0.8 125 -85 5.3 -0.7
HAIL SPDR S&P Kensho Smart Mobility ETF 0.8 45 -5 0.4 -5.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 5.2 -0.8
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 22 4.6 -1.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -5 2.7 -3.3
SCHM Schwab U.S. Mid-Cap ETF 0.8 4 36 6.6 +0.6
CVAR Cultivar ETF 0.8 87 -47 6.8 +0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 30 4.3 -1.7
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.8 70 -30 4.9 -1.1
SMMD iShares Russell 2500 ETF 0.7 15 25 6.1 +0.1
SFYX SoFi Next 500 ETF 0.7 0 40 5.7 -0.3
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.7 65 -25 3.5 -2.5
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 4.5 -1.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.6 +0.6
FNX First Trust Mid Cap Core AlphaDEX Fund 0.7 60 -20 7.3 +1.3
VB Vanguard Small-Cap ETF 0.7 5 35 6.1 +0.1
MAGA Point Bridge America First ETF 0.7 72 -32 5.7 -0.3
AVUQ Avantis U.S. Quality ETF 0.7 15 25 4.4 -1.6
IWS iShares Russell Mid-Cap Value ETF 0.7 23 17 6.7 +0.7
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.3 -0.7
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 11 4.7 -1.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.7 65 -25 2.1 -3.9
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 9.7 +3.7
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.6 -2.4
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 23 5.8 -0.2
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.2 -1.8
ANEW ProShares MSCI Transformational Changes ETF 0.6 45 -5 6.1 +0.1
VXF Vanguard Extended Market ETF 0.6 5 35 4.7 -1.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 10 30 6.0 -0.0
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.7 +1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 25 5.8 -0.2
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.4 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.4 -1.6
JGRO JPMorgan Active Growth ETF 0.6 44 -4 3.4 -2.6
IWR iShares Russell Midcap ETF 0.6 19 21 5.7 -0.3
TAX Cambria Tax Aware ETF 0.6 49 -9 5.0 -1.0
NIXT Research Affiliates Deletions ETF 0.6 9 31 8.7 +2.7
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -20 4.2 -1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.5 -1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 5.9 -0.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -20 9.2 +3.2
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.3 -1.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 36 4.0 -2.0
JHMM John Hancock Multifactor Mid Cap ETF 0.5 42 -2 6.3 +0.3
STXK Strive Small-Cap ETF 0.5 18 22 5.8 -0.2
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.3 +3.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.5 25 15 7.8 +1.8
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -4.2 -10.2
RGEF Rockefeller Global Equity ETF 0.5 55 -15 4.8 -1.2
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.7 +0.7
VBR Vanguard Small Cap Value ETF 0.5 7 33 9.1 +3.1
TMAT Main Thematic Innovation ETF 0.5 164 -124 -1.5 -7.4
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 34 9.2 +3.2
BGRO iShares Large Cap Growth Active ETF 0.5 55 -15 3.0 -3.0
FSMD Fidelity Small-Mid Multifactor ETF 0.5 15 25 7.0 +1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.4 -0.6
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.8 -1.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 34 8.0 +2.0
SMLF iShares U.S. SmallCap Equity Factor ETF 0.4 15 25 5.9 -0.1
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.7 -0.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.4 4 36 5.9 -0.1
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.4 60 -20 2.0 -4.0
DFAS Dimensional U.S. Small Cap ETF 0.4 26 14 6.3 +0.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -31 0.5 -5.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.4 60 -20 5.3 -0.7
BLES Inspire Global Hope ETF 0.4 61 -21 6.8 +0.8
IWP iShares Russell Mid-Cap Growth ETF 0.4 23 17 3.4 -2.6
DFAT Dimensional U.S. Targeted Value ETF 0.4 28 12 9.2 +3.2
AVMC Avantis U.S. Mid Cap Equity ETF 0.3 18 22 6.8 +0.9
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.2 +0.2
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.2 +3.2
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.8 -3.2
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 5.9 -0.1
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.3 -1.7
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 -2 7.2 +1.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 5.3 -0.7
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.3 -2.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.7 +1.7
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.5 -0.5
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 36 6.0 +0.0
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 20 9.4 +3.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 15 8.2 +2.2
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 20 8.6 +2.6
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 6.7 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -12 5.5 -0.5
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -18 5.4 -0.6
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 8.6 +2.7
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 5.9 -0.1
EZM WisdomTree U.S. MidCap Fund 0.1 38 2 9.0 +3.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 28 7.2 +1.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 0 6.9 +0.9
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.1 +1.1
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.5 -3.5
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 20 7.6 +1.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.1 +0.1
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 20 5.5 -0.5
FESM Fidelity Enhanced Small Cap ETF 0.1 28 12 7.2 +1.2
IEUR iShares Core MSCI Europe ETF 0.0 11 29 7.4 +1.4
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 9.9 +3.9
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 7.0 +1.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 7.0 +1.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.8 +2.9
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 7.9 +1.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 7.0 +1.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 1 7.9 +1.9

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

Forward
multiple:		 iShares U.S. Telecommunications ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 2.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.0 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.59
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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