iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 16.8x P/Sales
ratio		 2.2x
P/BV
ratio		 2.4x Div.
yield		 2.9%


  • 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) $398
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 19
Wgt avg mkt cap (mns) $120,174
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 17.0 %
AT&T INC 14.5 %
VERIZON COMMUNICATIONS INC 13.4 %
UBIQUITI INC. 4.8 %
ARISTA NETWORKS, INC. 4.4 %
CHARTER COMMUNICATIONS, INC. CLASS 4.4 %
COMCAST CORP-CL A 4.3 %
CIENA CORP 4.1 %
T-MOBILE US, INC. 4.1 %
MOTOROLA SOLUTIONS 3.9 %
Total 75.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.3 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru April 30)
Year-to-date 1 year 5 years 10 years Since Incep.
0.4% 32.4% 2.0% 1.0% -0.4%

Market Correlations
versus... Beta R-squared
S&P500 0.87 57%
MSCI EAFE 0.75 44%
MSCI Emg. Mkts. 0.55 24%

Technical Indicators
Recent close $28.71
30d moving avg. $26.36
Annualized volatility 19.1%
Short interest (ETF) 3.3%
Short interest (Underlying) 3.2%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 350
Turnover 2.5%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 617 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™: 6.4%


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 44.4 35 5 2.5 -3.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 25.7 40 0 5.7 -0.8
KNCT Invesco Next Gen Connectivity ETF 21.4 40 0 5.2 -1.2
XLC Communication Services Select Sector SPDR Fund 21.2 8 32 5.3 -1.1
FCOM Fidelity MSCI Communication Services Index ETF 20.7 8 32 5.0 -1.5
VOX Vanguard Communication Services ETF 20.6 10 30 5.0 -1.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 18.5 41 -1 5.3 -1.2
VLUE iShares MSCI USA Value Factor ETF 17.0 15 25 10.2 +3.8
SIXG Defiance Connective Technologies ETF 16.7 30 10 4.2 -2.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 16.2 7 33 7.6 +1.2
IXP iShares Global Comm Services ETF 15.7 42 -2 6.3 -0.1
ARB AltShares Merger Arbitrage ETF 14.4 77 -37 3.9 -2.5
XPND First Trust Expanded Technology ETF 13.7 65 -25 4.1 -2.4
TRFK Pacer Data and Digital Revolution ETF 13.7 60 -20 3.5 -3.0
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 13.1 5 35 8.1 +1.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.4 80 -40 7.0 +0.5
TDIV First Trust NASDAQ Technology Dividend Index Fund 12.3 50 -10 5.9 -0.5
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 12.1 75 -35 5.8 -0.6
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.9 15 25 6.4 -0.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.5 29 11 6.5 +0.1
AUSF Global X Adaptive U.S. Factor ETF 11.4 27 13 9.3 +2.9
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.8 47 -7 5.8 -0.7
FDCF Fidelity Disruptive Communications ETF 10.7 50 -10 3.3 -3.1
UDI USCF Dividend Income Fund 10.6 65 -25 8.4 +2.0
DIVZ TrueShares Low Volatility Equity Income ETF 10.5 65 -25 6.6 +0.1
SPVU Invesco S&P 500 Enhanced Value ETF 10.5 13 27 10.2 +3.8
MDLV Morgan Dempsey Large Cap Value ETF 10.4 58 -18 7.6 +1.1
SDOG ALPS Sector Dividend Dogs ETF 10.3 36 4 9.5 +3.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.8 48 -8 6.0 -0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.6 15 25 9.4 +3.0
FDN First Trust Dow Jones Internet Index Fund 9.6 52 -12 3.2 -3.2
FDND FT Vest Dow Jones Internet & Target Income ETF 9.6 75 -35 3.0 -3.4
ITAN Sparkline Intangible Value ETF 9.5 50 -10 6.5 +0.1
DIVB iShares Core Dividend ETF 9.0 5 35 7.9 +1.4
BRIF FIS Bright Portfolios Focused Equity ETF 9.0 65 -25 4.6 -1.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 8.9 29 11 6.1 -0.3
RAFE PIMCO RAFI ESG U.S. ETF 8.8 29 11 7.5 +1.1
SPDV AAM S&P 500 High Dividend Value ETF 8.7 29 11 10.9 +4.5
ACSI American Customer Satisfaction ETF 8.6 65 -25 4.9 -1.5
FDL First Trust Morningstar Dividend Leaders Index Fund 8.5 45 -5 9.5 +3.1
EQAL Invesco Russell 1000 Equal Weight ETF 8.4 20 20 7.1 +0.6
SCHD Schwab US Dividend Equity ETF 8.4 6 34 9.9 +3.5
TBG TBG Dividend Focus ETF 8.3 59 -19 8.0 +1.5
COWZ Pacer US Cash Cows 100 ETF 8.2 49 -9 9.5 +3.1
EQIN Columbia US Equity Income ETF 8.1 35 5 7.0 +0.6
USMV iShares MSCI USA Min Vol Factor ETF 7.8 15 25 5.5 -0.9
DVND Touchstone Dividend Select ETF 7.8 67 -27 6.0 -0.4
DFLV Dimensional US Large Cap Value ETF 7.7 22 18 8.2 +1.7
USMF WisdomTree U.S. Multifactor Fund 7.5 28 12 6.7 +0.2
NXTG First Trust Indxx NextG ETF 7.4 70 -30 5.6 -0.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.3 15 25 6.2 -0.2
REVS Columbia Research Enhanced Value ETF 7.3 19 21 7.9 +1.5
SDEP SFP Core Equity Strategy 7.3 10 30 6.5 +0.1
CIBR First Trust NASDAQ Cybersecurity ETF 7.2 60 -20 3.9 -2.5
DFUV Dimensional US Marketwide Value ETF 7.0 22 18 8.0 +1.5
HDV iShares Core High Dividend ETF 7.0 8 32 7.0 +0.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 -20 4.2 -2.2
SHRY First Trust Bloomberg Shareholder Yield ETF 7.0 60 -20 7.9 +1.5
IDAT iShares Future Cloud 5G and Tech ETF 7.0 47 -7 5.0 -1.4
LYLD Cambria Large Cap Shareholder Yield ETF 7.0 59 -19 9.9 +3.4
ROE Astoria US Quality Kings ETF 6.9 49 -9 6.7 +0.3
FPAG FPA Global Equity ETF 6.9 49 -9 6.1 -0.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.8 18 22 5.6 -0.8
OALC OneAscent Large Cap Core ETF 6.7 86 -46 4.3 -2.1
EDOW First Trust Dow 30 Equal Weight ETF 6.7 50 -10 5.3 -1.2
CRTC Xtrackers US National Critical Technologies ETF 6.7 35 5 5.1 -1.4
SKYY First Trust Cloud Computing ETF 6.7 60 -20 3.0 -3.4
SPMV Invesco S&P 500 Minimum Variance ETF 6.6 10 30 5.3 -1.1
GOP Unusual Whales Subversive Republican Trading ETF 6.6 50 -10 6.1 -0.4
VFMV Vanguard U.S. Minimum Volatility ETF 6.6 13 27 5.7 -0.8
SHE SPDR MSCI USA Gender Diversity ETF 6.5 20 20 5.1 -1.3
FDLO Fidelity Low Volatility Factor ETF 6.5 15 25 5.5 -1.0
PWV Invesco Large Cap Value ETF 6.5 55 -15 7.5 +1.1
QTOP iShares Nasdaq Top 30 Stocks ETF 6.3 20 20 4.4 -2.0
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 10 4.7 -1.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.3 60 -20 2.8 -3.7
LOUP Innovator Deepwater Frontier Tech ETF 6.2 70 -30 1.4 -5.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.2 40 0 6.2 -0.2
VALQ American Century U.S. Quality Value ETF 6.2 29 11 7.7 +1.3
EQWL Invesco S&P 100 Equal Weight ETF 6.1 25 15 6.2 -0.3
IVES Wedbush ETFMG Global Cloud Technology ETF 6.1 68 -28 8.3 +1.9
JHDV John Hancock U.S. High Dividend ETF 6.1 34 6 6.9 +0.5
ACWV iShares MSCI Global Min Vol Factor ETF 6.0 20 20 5.8 -0.6
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 6.0 19 21 5.3 -1.1
VEGN US Vegan Climate ETF 6.0 60 -20 4.6 -1.8
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.0 30 10 8.9 +2.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.9 60 -20 5.9 -0.5
AVLV Avantis U.S. Large Cap Value ETF 5.9 15 25 8.0 +1.6
USRD Themes US R&D Champions ETF 5.8 29 11 5.0 -1.5
ACVF American Conservative Values ETF 5.8 75 -35 4.5 -2.0
IUS Invesco RAFI Strategic US ETF 5.8 19 21 6.9 +0.5
QVAL Alpha Architect US Quantitative Value ETF 5.8 39 1 10.0 +3.6
BLCV iShares Large Cap Value Active ETF 5.8 53 -13 7.5 +1.1
UFO Procure Space ETF 5.8 75 -35 -1.8 -8.2
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.4 -0.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.7 40 0 5.6 -0.8
ROUS Hartford Multifactor US Equity ETF 5.7 19 21 7.2 +0.8
IWX iShares Russell Top 200 Value ETF 5.6 20 20 6.4 -0.0
PTF Invesco Dorsey Wright Technology Momentum ETF 5.6 60 -20 1.3 -5.1
FLQL Franklin LibertyQ U.S. Equity ETF 5.6 15 25 5.6 -0.8
LST Leuthold Select Industries ETF 5.6 91 -51 5.6 -0.8
DSTL Distillate US Fundamental Stability & Value ETF 5.5 39 1 8.4 +2.0
SRHQ SRH U.S. Quality ETF 5.4 35 5 7.5 +1.0
WFH Direxion Work From Home ETF 5.4 45 -5 3.9 -2.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.4 49 -9 4.3 -2.2
LVOL American Century Low Volatility ETF 5.3 29 11 4.9 -1.5
ABEQ Absolute Select Value ETF 5.3 85 -45 4.8 -1.7
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 18 5.7 -0.7
GSPY Gotham Enhanced 500 ETF 5.3 50 -10 5.5 -0.9
VLU SPDR S&P 1500 Value Tilt ETF 5.3 12 28 7.8 +1.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -5 5.5 -0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.2 35 5 7.9 +1.5
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.2 38 2 7.9 +1.5
DURA VanEck Durable High Dividend ETF 5.1 29 11 8.7 +2.3
STXV Strive 1000 Value ETF 5.1 18 22 8.3 +1.8
FNDX Schwab Fundamental US Large Co. Index ETF 5.1 25 15 7.4 +1.0
GQQQ Astoria US Quality Growth Kings ETF 5.1 35 5 4.9 -1.5
FBCV Fidelity Blue Chip Value ETF 5.1 59 -19 7.5 +1.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.0 79 -39 5.1 -1.3
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.0 39 1 10.8 +4.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.9 70 -30 4.6 -1.8
QQMG Invesco ESG NASDAQ 100 ETF 4.9 20 20 4.3 -2.1
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 25 5.8 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 4.9 39 1 7.1 +0.7
SNPV Xtrackers S&P 500 Value ESG ETF 4.9 15 25 7.0 +0.5
FITE SPDR S&P Kensho Future Security ETF 4.9 45 -5 2.3 -4.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.8 19 21 6.5 +0.1
FNDB Schwab Fundamental US Broad Market Index ETF 4.8 25 15 7.4 +1.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.7 50 -10 8.3 +1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 22 7.8 +1.3
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 6.9 +0.5
XLK Technology Select Sector SPDR Fund 4.7 8 32 4.8 -1.6
WOMN Impact Shares YWCA Women's Empowerment ETF 4.7 75 -35 5.3 -1.1
QQQ Invesco QQQ Trust Series I 4.7 20 20 4.2 -2.2
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.7 -0.7
QQQM Invesco NASDAQ 100 ETF 4.7 15 25 4.3 -2.1
CZAR Themes Natural Monopoly ETF 4.6 35 5 5.6 -0.8
AIVC Amplify Bloomberg AI Value Chain ETF 4.6 59 -19 6.5 +0.1
MGV Vanguard Mega Cap Value ETF 4.6 7 33 6.8 +0.4
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.6 60 -20 4.6 -1.9
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 28 9.3 +2.9
WBIY WBI Power Factor High Dividend ETF 4.5 100 -60 17.1 +10.7
DLN WisdomTree U.S. LargeCap Dividend Fund 4.5 28 12 6.2 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.5 29 11 6.6 +0.2
CAML Congress Large Cap Growth ETF 4.5 66 -26 3.2 -3.2
FLV American Century Focused Large Cap Value ETF 4.5 42 -2 6.8 +0.4
DIV Global X SuperDividend US ETF 4.5 45 -5 12.1 +5.7
FOVL iShares Focused Value Factor ETF 4.5 25 15 10.1 +3.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.4 35 5 4.2 -2.2
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.4 85 -45 8.3 +1.9
ARTY iShares Future AI & Tech ETF 4.4 47 -7 3.6 -2.8
SPRX Spear Alpha ETF 4.4 75 -35 -0.0 -6.4
PKW Invesco Buyback Achievers ETF 4.4 62 -22 7.6 +1.2
YALL God Bless America ETF 4.4 65 -25 3.7 -2.7
EBI Longview Advantage ETF 4.3 35 5 6.9 +0.4
MTUM iShares MSCI USA Momentum Factor ETF 4.3 15 25 3.6 -2.8
ABOT Abacus FCF Innovation Leaders ETF 4.3 69 -29 4.4 -2.0
ARKK ARK Innovation ETF 4.3 75 -35 -2.8 -9.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 2 6.2 -0.2
ICAP InfraCap Equity Income Fund ETF 4.2 171 -131 7.0 +0.6
GCOW Pacer Global Cash Cows Dividend ETF 4.2 60 -20 11.1 +4.7
MAVF Matrix Advisors Value ETF 4.2 75 -35 6.2 -0.3
COWS Amplify Cash Flow Dividend Leaders ETF 4.2 0 40 12.6 +6.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.2 50 -10 7.5 +1.1
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.7 +0.3
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.1 56 -16 2.6 -3.8
VYM Vanguard High Dividend Yield Index ETF 4.1 6 34 7.4 +1.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.1 60 -20 3.8 -2.6
DFVX Dimensional US Large Cap Vector ETF 4.1 22 18 6.5 +0.0
ABFL Abacus FCF Leaders ETF 4.1 59 -19 5.4 -1.0
IWD iShares Russell 1000 Value ETF 4.0 19 21 6.6 +0.2
VONV Vanguard Russell 1000 Value ETF 4.0 8 32 6.7 +0.3
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 12 6.5 +0.1
AFLG First Trust Active Factor Large Cap ETF 4.0 55 -15 6.2 -0.2
IPDP Dividend Performers ETF 4.0 122 -82 4.9 -1.6
TOGA Tremblant Global ETF 4.0 69 -29 1.7 -4.7
FTCS First Trust Capital Strength ETF 3.9 55 -15 5.6 -0.8
FTGS First Trust Growth Strength ETF 3.9 60 -20 5.0 -1.5
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.9 58 -18 4.0 -2.4
INRO iShares U.S. Industry Rotation Active ETF 3.9 42 -2 4.9 -1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.9 39 1 3.7 -2.7
BLCR iShares Large Cap Core Active ETF 3.9 36 4 4.0 -2.4
DARP Grizzle Growth ETF 3.8 75 -35 3.8 -2.7
SYLD Cambria Shareholder Yield ETF 3.8 59 -19 11.8 +5.4
ILCV iShares Morningstar Value ETF 3.8 4 36 6.8 +0.4
IETC iShares U.S. Tech Independence Focused ETF 3.8 18 22 3.9 -2.5
IHAK iShares Cybersecurity & Tech ETF 3.8 47 -7 3.5 -2.9
EPS WisdomTree U.S. LargeCap Fund 3.8 8 32 6.0 -0.4
BGDV Bahl & Gaynor Dividend ETF 3.7 45 -5 4.9 -1.6
VOOV Vanguard S&P 500 Value ETF 3.7 10 30 6.5 +0.1
VTV Vanguard Value ETF 3.7 4 36 7.1 +0.6
IVE iShares S&P 500 Value ETF 3.7 18 22 6.4 -0.0
SPYV SPDR Portfolio S&P 500 Value ETF 3.7 4 36 6.5 +0.1
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 5.2 -1.2
ALTL Pacer Lunt Large Cap Alternator ETF 3.7 60 -20 5.0 -1.4
SPLV Invesco S&P 500 Low Volatility ETF 3.6 25 15 5.2 -1.2
NUDV Nuveen ESG Dividend ETF 3.6 26 14 7.5 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 15 6.0 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 36 6.9 +0.5
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.6 75 -35 3.2 -3.2
DVY iShares Select Dividend ETF 3.6 38 2 9.4 +2.9
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 -25 4.2 -2.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -15 4.3 -2.2
XDAT Franklin Exponential Data ETF 3.6 50 -10 2.0 -4.4
IUSV iShares Core S&P US Value ETF 3.5 4 36 6.7 +0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.5 60 -20 7.3 +0.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.5 15 25 4.4 -2.1
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.5 60 -20 5.4 -1.0
ARKQ ARK Autonomous Technology & Robotics ETF 3.5 75 -35 0.5 -5.9
ARKX ARK Space Exploration & Innovation ETF 3.5 75 -35 -0.4 -6.8
ROKT SPDR S&P Kensho Final Frontiers ETF 3.5 45 -5 2.1 -4.3
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.5 12 28 5.6 -0.8
CHAT Roundhill Generative AI & Technology ETF 3.5 75 -35 7.0 +0.5
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 6.2 -0.3
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.5 +1.1
HKND Humankind US Stock ETF 3.4 11 29 7.4 +1.0
FFLC Fidelity Fundamental Large Cap Core ETF 3.4 38 2 4.8 -1.6
RWL Invesco S&P 500 Revenue ETF 3.4 39 1 6.9 +0.5
DHS WisdomTree U.S. High Dividend Fund 3.4 38 2 8.3 +1.9
IGM iShares Expanded Tech Sector ETF 3.4 41 -1 4.2 -2.3
SSPY Syntax Stratified LargeCap ETF 3.3 30 10 6.7 +0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.3 65 -25 6.4 +0.0
SRVR Pacer Data & Infrastructure Real Estate ETF 3.2 55 -15 3.8 -2.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.2 65 -25 5.2 -1.3
SPMO Invesco S&P 500 Momentum ETF 3.2 13 27 3.8 -2.6
AIS VistaShares Artificial Intelligence Supercycle ETF 3.2 75 -35 3.9 -2.5
KRMA Global X Conscious Companies ETF 3.2 43 -3 5.9 -0.5
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 5.3 -1.1
FLRG Fidelity U.S. Multifactor ETF 3.2 15 25 7.0 +0.6
AGQI First Trust Active Global Quality Income ETF 3.2 85 -45 5.0 -1.5
ARKW ARK Next Generation Internet ETF 3.1 87 -47 -0.6 -7.1
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 27 3.2 -3.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.1 7 33 9.9 +3.5
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 5.4 -1.0
FTEC Fidelity MSCI Information Technology Index ETF 3.1 8 32 4.3 -2.2
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.4 -2.0
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 25 6.3 -0.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.4 -2.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 22 6.9 +0.5
FTA First Trust Large Cap Value AlphaDEX Fund 3.1 59 -19 9.3 +2.9
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 11.5 +5.1
AIQ Global X Artificial Intelligence & Technology ETF 3.1 68 -28 4.2 -2.3
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -60 4.4 -2.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.0 60 -20 6.9 +0.5
FDRR Fidelity Dividend ETF for Rising Rates 3.0 15 25 7.6 +1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 3.0 12 28 4.7 -1.7
XNTK SPDR NYSE Technology ETF 3.0 35 5 3.9 -2.5
VGT Vanguard Information Technology ETF 3.0 10 30 4.3 -2.2
PEY Invesco High Yield Equity Dividend Achievers ETF 3.0 52 -12 10.2 +3.8
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 4.9 -1.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.0 75 -35 4.2 -2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -40 4.6 -1.8
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 22 5.3 -1.1
VFMF Vanguard U.S. Multifactor ETF 2.9 18 22 8.3 +1.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.9 49 -9 4.8 -1.6
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.9 -0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.9 15 25 7.3 +0.9
BIBL Inspire 100 ETF 2.9 35 5 5.3 -1.1
CHGX AXS Change Finance ESG ETF 2.9 49 -9 4.9 -1.5
ARKF ARK Fintech Innovation ETF 2.9 75 -35 -0.4 -6.8
BDIV AAM Brentview Dividend Growth ETF 2.9 49 -9 4.7 -1.7
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.9 65 -25 8.2 +1.8
OPTZ Optimize Strategy Index ETF 2.9 50 -10 5.1 -1.3
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 15 5.7 -0.7
WLDR Affinity World Leaders Equity ETF 2.8 67 -27 7.9 +1.5
JAVA JPMorgan Active Value ETF 2.8 44 -4 6.6 +0.1
APUE ActivePassive U.S. Equity ETF 2.8 45 -5 4.9 -1.5
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.0 -1.5
DGRO iShares Core Dividend Growth ETF 2.8 8 32 6.6 +0.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -9 5.0 -1.5
AVUS Avantis U.S. Equity ETF 2.7 15 25 6.1 -0.4
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 6.4 -0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 3 6.2 -0.2
IXN iShares Global Tech ETF 2.7 41 -1 4.1 -2.3
FVD First Trust Value Line Dividend Index Fund 2.7 65 -25 6.2 -0.2
OEF iShares S&P 100 ETF 2.7 20 20 4.8 -1.6
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 30 4.8 -1.6
DEW WisdomTree Global High Dividend Fund 2.7 58 -18 8.8 +2.4
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.7 60 -20 7.8 +1.3
FFND Future Fund Active ETF 2.7 100 -60 4.6 -1.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.2 -1.2
ONEQ Fidelity Nasdaq Composite Index ETF 2.7 21 19 4.0 -2.4
RFFC ALPS Active Equity Opportunity ETF 2.7 48 -8 4.7 -1.8
PFM Invesco Dividend Achievers ETF 2.7 53 -13 5.4 -1.0
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 29 5.3 -1.2
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 5.4 -1.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 32 5.2 -1.2
LRGF iShares U.S. Equity Factor ETF 2.6 8 32 5.7 -0.7
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -8 4.8 -1.7
FDMO Fidelity Momentum Factor ETF 2.6 15 25 3.9 -2.5
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 25 5.1 -1.3
IWL iShares Russell Top 200 ETF 2.5 15 25 4.9 -1.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 5.2 -1.3
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.5 49 -9 9.7 +3.3
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -10 5.7 -0.7
SDY SPDR S&P Dividend ETF 2.5 35 5 6.5 +0.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.5 27 13 7.0 +0.6
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 8.2 +1.8
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 31 4.9 -1.5
XVV iShares ESG Screened S&P 500 ETF 2.5 8 32 5.1 -1.4
HLGE Hartford Longevity Economy ETF 2.4 44 -4 6.4 -0.0
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 8.5 +2.0
ULVM VictoryShares US Value Momentum ETF 2.4 20 20 7.4 +1.0
DCOR Dimensional US Core Equity 1 ETF 2.4 14 26 5.6 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 31 4.9 -1.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.4 68 -28 0.3 -6.1
CCMG CCM Global Equity ETF 2.4 34 6 8.8 +2.4
KLMN Invesco MSCI North America Climate ETF 2.4 9 31 5.2 -1.2
MGC Vanguard Mega Cap ETF 2.4 7 33 4.9 -1.5
RJMG FT Raymond James Multicap Growth Equity ETF 2.4 85 -45 2.3 -4.2
VUSE Vident U.S. Equity Strategy ETF 2.4 50 -10 4.5 -1.9
FLDZ RiverNorth Patriot ETF 2.3 75 -35 5.8 -0.6
RVRB Reverb ETF 2.3 30 10 4.8 -1.6
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.3 -1.1
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.5 -0.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 -9 3.8 -2.6
JVAL JPMorgan U.S. Value Factor ETF 2.3 12 28 8.6 +2.2
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 4.9 -1.5
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 5.1 -1.4
VIG Vanguard Dividend Appreciation ETF 2.3 6 34 5.7 -0.7
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 11 4.9 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 2.3 12 28 5.9 -0.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 5.1 -1.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.2 61 -21 1.4 -5.0
GRNY Fundstrat Granny Shots US Large Cap ETF 2.2 75 -35 3.3 -3.1
IVV iShares Core S&P 500 ETF 2.2 3 37 5.2 -1.2
VOO Vanguard S&P 500 ETF 2.2 3 37 5.2 -1.2
SPY SPDR S&P 500 ETF Trust 2.2 9 31 5.1 -1.3
SNSR Global X Internet of Things ETF 2.2 68 -28 4.6 -1.9
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 40 5.1 -1.3
SPLG SPDR Portfolio S&P 500 ETF 2.2 2 38 5.2 -1.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.2 65 -25 3.4 -3.0
VOTE TCW Transform 500 ETF 2.2 5 35 5.1 -1.3
PBUS Invesco MSCI USA ETF 2.2 4 36 5.1 -1.3
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 17 23 5.8 -0.6
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 7.0 +0.6
YOKE Yoke Core ETF 2.2 42 -2 4.4 -2.0
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.4 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 5.0 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 38 5.2 -1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 29 5.1 -1.3
DGT SPDR Global Dow ETF 2.2 50 -10 7.5 +1.0
BEEX BeeHive ETF 2.2 84 -44 4.7 -1.8
TOV JLens 500 Jewish Advocacy U.S. ETF 2.2 18 22 4.9 -1.5
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 5.9 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 5.9 -0.6
DFAU Dimensional US Core Equity Market ETF 2.2 12 28 5.3 -1.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.8 -1.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -19 6.2 -0.2
IWB iShares Russell 1000 ETF 2.1 15 25 5.1 -1.4
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 5.1 -1.3
VONE Vanguard Russell 1000 ETF 2.1 8 32 5.2 -1.3
IYY iShares Dow Jones U.S. ETF 2.1 20 20 5.0 -1.4
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 28 4.6 -1.8
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.3 -1.1
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 37 5.4 -1.0
DFUS Dimensional U.S. Equity ETF 2.1 9 31 5.1 -1.4
AESR Anfield U.S. Equity Sector Rotation ETF 2.1 108 -68 3.4 -3.1
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 5.4 -1.1
STRV Strive 500 ETF 2.1 5 35 5.0 -1.4
VV Vanguard Large-Cap ETF 2.1 4 36 5.1 -1.4
SMRI Bushido Capital US Equity ETF 2.1 71 -31 9.5 +3.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 6.0 -0.4
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -10 5.0 -1.4
EMOT First Trust S&P 500 Economic Moat ETF 2.1 60 -20 6.9 +0.5
RPG Invesco S&P 500 Pure Growth ETF 2.1 35 5 3.3 -3.1
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.7 -0.7
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -49 4.5 -2.0
IWV iShares Russell 3000 ETF 2.0 20 20 5.0 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 37 5.1 -1.3
VTHR Vanguard Russell 3000 ETF 2.0 10 30 5.1 -1.3
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -2 4.7 -1.7
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -39 4.2 -2.2
QGRO American Century U.S. Quality Growth ETF 2.0 29 11 3.5 -2.9
SCHX Schwab U.S. Large-Cap ETF 2.0 3 37 5.2 -1.2
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 -9 5.8 -0.6
LRND IQ U.S. Large Cap R&D Leaders ETF 2.0 14 26 5.9 -0.5
VTI Vanguard Total Stock Market ETF 2.0 3 37 5.1 -1.3
XLG Invesco S&P 500 Top 50 ETF 2.0 20 20 4.7 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 7.0 +0.6
RECS Columbia Research Enhanced Core ETF 2.0 15 25 6.1 -0.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.0 50 -10 4.1 -2.3
SCHK Schwab 1000 Index ETF 1.9 5 35 5.3 -1.2
QUVU Hartford Quality Value ETF 1.9 46 -6 7.3 +0.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.9 75 -35 3.1 -3.3
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -8 8.3 +1.8
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 4.5 -2.0
SIXL ETC 6 Meridian Low Beta Equity ETF 1.9 80 -40 6.1 -0.3
RGEF Rockefeller Global Equity ETF 1.9 55 -15 5.1 -1.4
DSI iShares MSCI KLD 400 Social ETF 1.9 25 15 5.1 -1.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.9 20 20 5.9 -0.5
SCHB Schwab U.S. Broad Market ETF 1.9 3 37 5.2 -1.2
FVAL Fidelity Value Factor ETF 1.9 15 25 7.2 +0.8
VOT Vanguard Mid-Cap Growth ETF 1.9 7 33 3.6 -2.8
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.9 10 30 4.5 -2.0
TMFX Motley Fool Next Index ETF 1.9 50 -10 2.8 -3.7
FEGE First Eagle Global Equity ETF 1.8 79 -39 7.2 +0.8
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.8 10 30 4.5 -1.9
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 20 6.5 +0.1
FDLS Inspire Fidelis Multi Factor ETF 1.8 76 -36 5.1 -1.3
PDP Invesco Dorsey Wright Momentum ETF 1.8 62 -22 3.7 -2.7
RPV Invesco S&P 500 Pure Value ETF 1.8 35 5 10.8 +4.4
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 5.0 -1.4
FQAL Fidelity Quality Factor ETF 1.8 15 25 5.7 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 5.7 -0.7
TMFC Motley Fool 100 Index ETF 1.8 50 -10 3.7 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 31 6.2 -0.3
RDVY First Trust Rising Dividend Achievers ETF 1.7 50 -10 7.6 +1.2
SIZE iShares MSCI USA Size Factor ETF 1.7 15 25 5.9 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 5.3 -1.1
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.4 -1.0
SFYF SoFi Social 50 ETF 1.7 29 11 0.2 -6.2
IQM Franklin Intelligent Machines ETF 1.7 50 -10 2.3 -4.2
TOK iShares MSCI Kokusai ETF 1.7 26 14 5.3 -1.1
GVLU Gotham 1000 Value ETF 1.7 50 -10 9.1 +2.7
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -7 5.6 -0.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 31 6.2 -0.2
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 22 5.6 -0.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 7.1 +0.6
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 6.0 -0.4
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 20 8.5 +2.1
NULG Nuveen ESG Large-Cap Growth ETF 1.6 26 14 3.4 -3.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -19 2.9 -3.5
LCLG Logan Capital Broad Innovative Growth ETF 1.6 99 -59 4.2 -2.2
TTAC FCF US Quality ETF 1.6 59 -19 6.2 -0.2
URTH iShares MSCI World ETF 1.6 24 16 5.4 -1.0
RND First Trust Bloomberg R&D Leaders ETF 1.6 60 -20 3.8 -2.6
SPGP Invesco S&P 500 GARP ETF 1.6 34 6 9.5 +3.0
FDVV Fidelity High Dividend ETF 1.6 15 25 8.1 +1.7
TAX Cambria Tax Aware ETF 1.6 49 -9 5.2 -1.3
STXM Strive Mid-Cap ETF 1.6 18 22 6.5 +0.0
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.6 45 -5 6.4 0.0
LEAD Siren DIVCON Leaders Dividend ETF 1.5 43 -3 4.3 -2.1
DIA SPDR Dow Jones Industrial Average ETF Trust 1.5 16 24 5.7 -0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -27 10.5 +4.0
JEPI JPMorgan Equity Premium Income ETF 1.5 35 5 5.7 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 36 6.3 -0.1
GLOF iShares Global Equity Factor ETF 1.5 20 20 6.9 +0.5
BNGE First Trust S-Network Streaming and Gaming ETF 1.5 70 -30 3.2 -3.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 25 6.1 -0.3
TXS Texas Capital Texas Equity Index ETF 1.5 49 -9 5.8 -0.6
SUSA iShares MSCI USA ESG Select ETF 1.5 25 15 4.9 -1.5
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -50 4.1 -2.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.5 20 20 4.2 -2.2
BFOR ALPS Barron's 400 ETF 1.5 65 -25 6.1 -0.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 30 5.1 -1.3
MAGA Point Bridge America First ETF 1.5 72 -32 6.0 -0.4
CGGR Capital Group Growth ETF 1.5 39 1 3.4 -3.1
SFY SoFi Select 500 ETF 1.4 0 40 4.6 -1.8
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 20 3.5 -3.0
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 20 7.6 +1.2
XT iShares Exponential Technologies ETF 1.4 46 -6 5.6 -0.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.4 58 -18 5.0 -1.4
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.4 25 15 5.3 -1.1
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 5.1 -1.3
QTUM Defiance Quantum ETF 1.4 40 0 6.6 +0.1
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 4.1 -2.3
ACWI iShares MSCI ACWI ETF 1.4 32 8 5.8 -0.6
WDIV SPDR S&P Global Dividend ETF 1.4 40 0 9.7 +3.3
FDWM Fidelity Women's Leadership ETF 1.4 59 -19 5.2 -1.3
PSET Principal Quality ETF 1.4 15 25 5.4 -1.0
NIXT Research Affiliates Deletions ETF 1.4 9 31 5.8 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 5.1 -1.4
VBK Vanguard Small-Cap Growth ETF 1.4 7 33 1.9 -4.5
SPHB Invesco S&P 500 High Beta ETF 1.4 25 15 4.9 -1.6
PWB Invesco Large Cap Growth ETF 1.3 56 -16 2.9 -3.5
FDTX Fidelity Disruptive Technology ETF 1.3 50 -10 2.8 -3.7
VT Vanguard Total World Stock ETF 1.3 7 33 6.2 -0.3
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.9 +0.5
DEMZ Democratic Large Cap Core ETF 1.3 45 -5 4.6 -1.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 6.1 -0.4
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 7.6 +1.2
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.3 -0.1
GINX SGI Enhanced Global Income ETF 1.2 98 -58 7.4 +0.9
MOTE VanEck Morningstar ESG Moat ETF 1.2 49 -9 5.8 -0.6
BOUT Innovator IBD Breakout Opportunities ETF 1.2 81 -41 3.1 -3.3
PTL Inspire 500 ETF 1.2 9 31 5.5 -0.9
TMAT Main Thematic Innovation ETF 1.2 164 -124 -1.5 -8.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 3.9 -2.6
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.1 45 -5 4.7 -1.7
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.1 35 5 7.1 +0.7
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.2 -1.2
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.3 +0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 6.3 -0.1
LCF Touchstone US Large Cap Focused ETF 1.1 69 -29 4.5 -1.9
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 2 10.5 +4.0
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -15 3.9 -2.5
AIEQ AI Powered Equity ETF 1.1 75 -35 5.3 -1.2
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 1 8.6 +2.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 20 6.6 +0.2
SFYX SoFi Next 500 ETF 1.1 0 40 5.9 -0.6
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 22 9.2 +2.8
IWS iShares Russell Mid-Cap Value ETF 1.0 23 17 6.9 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 25 9.2 +2.8
HAIL SPDR S&P Kensho Smart Mobility ETF 1.0 45 -5 2.6 -3.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 5.0 -1.4
BGRO iShares Large Cap Growth Active ETF 1.0 55 -15 3.2 -3.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -24 2.3 -4.1
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 4.2 -2.2
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 7.3 +0.8
WAR U.S. Global Tech and Aerospace & Defense ETF 1.0 60 -20 3.7 -2.7
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 25 9.2 +2.8
WCEO Hypatia Women CEO ETF 1.0 85 -45 4.8 -1.7
BUZZ VanEck Social Sentiment ETF 1.0 75 -35 -0.3 -6.7
PY Principal Value ETF 1.0 15 25 7.4 +1.0
DUHP Dimensional US High Profitability ETF 1.0 21 19 6.4 +0.0
IMCV iShares Morningstar Mid-Cap Value ETF 1.0 6 34 8.4 +1.9
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 12 10.0 +3.6
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 34 2.9 -3.5
WRND IQ Global Equity R&D Leaders ETF 1.0 18 22 8.9 +2.5
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 5.0 -1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 25 8.2 +1.7
SMMD iShares Russell 2500 ETF 0.9 15 25 6.6 +0.2
VB Vanguard Small-Cap ETF 0.9 5 35 6.3 -0.1
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -85 6.6 +0.2
VUG Vanguard Growth ETF 0.9 4 36 4.1 -2.3
SPHQ Invesco S&P 500 Quality ETF 0.9 15 25 5.1 -1.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 12.3 +5.9
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 4.2 -2.2
IVW iShares S&P 500 Growth ETF 0.9 18 22 4.2 -2.3
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.3 -2.1
VOOG Vanguard S&P 500 Growth ETF 0.9 10 30 4.2 -2.2
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.9 70 -30 0.0 -6.4
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 28 7.3 +0.9
ISCB iShares Morningstar Small-Cap ETF 0.9 4 36 6.3 -0.1
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 6.5 +0.1
STXG Strive 1000 Growth ETF 0.9 18 22 4.0 -2.4
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.4 -2.1
XITK SPDR FactSet Innovative Technology ETF 0.9 45 -5 0.4 -6.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.9 15 25 5.4 -1.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 31 5.0 -1.5
VAMO Cambria Value & Momentum ETF 0.8 61 -21 6.7 +0.3
IOO iShares Global 100 ETF 0.8 41 -1 5.2 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 5.1 -1.3
VO Vanguard Mid-Cap ETF 0.8 4 36 5.9 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 25 6.5 +0.1
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -5 6.2 -0.2
IWR iShares Russell Midcap ETF 0.8 19 21 5.9 -0.5
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 16 7.4 +1.0
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 7.6 +1.2
ISCV iShares Morningstar Small Cap Value ETF 0.8 6 34 9.7 +3.3
EZM WisdomTree U.S. MidCap Fund 0.8 38 2 9.4 +3.0
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 22 4.9 -1.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -5 3.0 -3.4
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.5 +1.1
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 30 7.6 +1.1
CVAR Cultivar ETF 0.8 87 -47 7.2 +0.8
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 37 7.6 +1.2
QUAL iShares MSCI USA Quality Factor ETF 0.8 15 25 5.3 -1.1
SMOT VanEck Morningstar SMID Moat ETF 0.8 49 -9 6.9 +0.5
TRFM AAM Transformers ETF 0.7 49 -9 1.7 -4.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 6.1 -0.4
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 7.0 +0.6
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 36 4.1 -2.3
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.6 -0.8
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 11 4.8 -1.6
ILCG iShares Morningstar Growth ETF 0.7 4 36 3.9 -2.5
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 10.5 +4.1
VBR Vanguard Small Cap Value ETF 0.6 7 33 9.4 +3.0
VXF Vanguard Extended Market ETF 0.6 6 34 5.0 -1.4
BGIG Bahl & Gaynor Income Growth ETF 0.6 45 -5 5.5 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.3 -2.1
BLES Inspire Global Hope ETF 0.6 61 -21 6.9 +0.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 8.0 +1.6
JGRO JPMorgan Active Growth ETF 0.6 44 -4 3.6 -2.8
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.7 -1.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.6 -1.8
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 23 6.0 -0.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.1 -0.3
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 15 25 6.0 -0.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -20 10.0 +3.6
DFAS Dimensional U.S. Small Cap ETF 0.5 26 14 6.8 +0.4
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 20 9.8 +3.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 25 6.0 -0.4
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.6 -1.8
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 2 8.9 +2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 0.6 -5.8
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.9 -3.5
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.4 +0.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.8 +3.4
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.5 -1.9
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.6 -1.8
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 36 6.1 -0.3
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.6 -0.8
GGME Invesco Next Gen Media and Gaming ETF 0.4 60 -20 4.5 -1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 10 8.2 +1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -25 3.2 -3.2
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.9 -0.5
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 5.0 -1.4
QQQS Invesco NASDAQ Future Gen 200 ETF 0.4 20 20 -3.6 -10.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -31 0.5 -5.9
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.5 +0.1
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 8.2 +1.8
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.6 +3.2
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 6.5 +0.0
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 20 5.7 -0.7
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 0 3.8 -2.6
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 3.1 -3.3
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 6.7 +0.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 15 8.2 +1.8
IGPT Invesco AI and Next Gen Software ETF 0.2 60 -20 4.8 -1.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 8.1 +1.7
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 6.1 -0.3
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.8 +4.4
PNQI Invesco NASDAQ Internet ETF 0.2 60 -20 3.5 -2.9
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 -20 7.8 +1.4
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.1 +0.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -12 5.5 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -18 5.4 -1.0
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 17 3.4 -3.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 36 6.3 -0.1
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.3 +2.9
STXK Strive Small-Cap ETF 0.1 18 22 6.4 0.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 28 7.5 +1.1
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.7 -3.8
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 6.6 +0.2
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.3 -0.1

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 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.64 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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