iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.1x P/Sales
ratio		 2.1x
P/BV
ratio		 2.3x Div.
yield		 3.0%


  • 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) $362
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) $132,178
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 19.1 %
AT&T INC 15.3 %
VERIZON COMMUNICATIONS INC 14.7 %
T-MOBILE US, INC. 4.8 %
COMCAST CORP-CL A 4.1 %
FRONTIER COMMUNICATIONS PARENT, IN 4.0 %
CHARTER COMMUNICATIONS, INC. CLASS 3.7 %
JUNIPER NETWORKS INC 3.7 %
MOTOROLA SOLUTIONS 3.7 %
UBIQUITI INC. 3.6 %
Total 76.7 %

TOP COUNTRY EXPOSURE
UNITED STATES 92.6 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
5.9% 31.7% 2.7% 1.6% -0.2%

Market Correlations
versus... Beta R-squared
S&P500 0.93 60%
MSCI EAFE 0.82 48%
MSCI Emg. Mkts. 0.62 28%

Technical Indicators
Recent close $27.60
30d moving avg. $27.75
Annualized volatility 20.5%
Short interest (ETF) 4.0%
Short interest (Underlying) 3.2%
Relative strength (RSI) 48

Liquidity measures
Avg. volume (thou.) 1,476
Turnover 11.3%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 603 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™: 6.6%


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 43.3 35 5 3.1 -3.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 27.0 40 0 5.8 -0.8
XLC Communication Services Select Sector SPDR Fund 22.9 8 32 5.6 -1.0
KNCT Invesco Next Gen Connectivity ETF 22.2 40 0 5.1 -1.6
FCOM Fidelity MSCI Communication Services Index ETF 20.7 8 32 5.2 -1.4
VOX Vanguard Communication Services ETF 20.2 10 30 5.2 -1.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 17.9 41 -1 2.8 -3.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 17.6 7 33 7.4 +0.8
SIXG Defiance Connective Technologies ETF 16.8 30 10 4.5 -2.1
VLUE iShares MSCI USA Value Factor ETF 16.6 15 25 10.2 +3.6
IXP iShares Global Comm Services ETF 16.4 42 -2 6.7 +0.1
ARB AltShares Merger Arbitrage ETF 14.5 77 -37 4.0 -2.6
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 14.3 5 35 7.1 +0.5
XPND First Trust Expanded Technology ETF 14.2 65 -25 4.3 -2.4
TRFK Pacer Data and Digital Revolution ETF 13.7 60 -20 3.9 -2.7
FIVG Defiance Next Gen Connectivity ETF 13.4 30 10 5.6 -1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 12.7 50 -10 6.5 -0.1
ACSI American Customer Satisfaction ETF 12.6 65 -25 5.2 -1.4
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.4 80 -40 6.9 +0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.9 15 25 6.4 -0.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 11.9 75 -35 -0.5 -7.1
WBIY WBI Power Factor High Dividend ETF 11.8 100 -60 13.4 +6.8
AUSF Global X Adaptive U.S. Factor ETF 11.2 27 13 9.2 +2.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.8 47 -7 5.7 -1.0
FDCF Fidelity Disruptive Communications ETF 10.6 50 -10 3.3 -3.3
UDI USCF Dividend Income Fund 10.6 65 -25 6.5 -0.1
SDOG ALPS Sector Dividend Dogs ETF 10.5 36 4 9.3 +2.7
SPVU Invesco S&P 500 Enhanced Value ETF 10.4 13 27 10.5 +3.9
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.6 -0.1
MDLV Morgan Dempsey Large Cap Value ETF 10.1 58 -18 7.0 +0.4
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.7 48 -8 6.0 -0.7
FDN First Trust Dow Jones Internet Index Fund 9.7 52 -12 3.5 -3.1
FDND FT Vest Dow Jones Internet & Target Income ETF 9.7 75 -35 3.2 -3.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.6 15 25 10.0 +3.4
ITAN Sparkline Intangible Value ETF 9.5 50 -10 6.5 -0.1
COWS Amplify Cash Flow Dividend Leaders ETF 8.9 0 40 12.7 +6.1
DIVB iShares Core Dividend ETF 8.8 5 35 7.7 +1.0
RAFE PIMCO RAFI ESG U.S. ETF 8.8 29 11 7.3 +0.7
SPMV Invesco S&P 500 Minimum Variance ETF 8.7 10 30 4.9 -1.8
SCHD Schwab US Dividend Equity ETF 8.5 6 34 9.4 +2.8
FDL First Trust Morningstar Dividend Leaders Index Fund 8.4 45 -5 9.2 +2.6
EQAL Invesco Russell 1000 Equal Weight ETF 8.3 20 20 6.6 -0.0
EQIN Columbia US Equity Income ETF 8.1 35 5 6.8 +0.2
SPDV AAM S&P 500 High Dividend Value ETF 8.0 29 11 9.8 +3.2
TBG TBG Dividend Focus ETF 8.0 59 -19 7.3 +0.7
CIBR First Trust NASDAQ Cybersecurity ETF 7.9 60 -20 4.2 -2.4
USMV iShares MSCI USA Min Vol Factor ETF 7.9 15 25 5.5 -1.1
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.7 -0.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.7 15 25 6.4 -0.3
DFLV Dimensional US Large Cap Value ETF 7.7 22 18 8.2 +1.6
BRIF FIS Bright Portfolios Focused Equity ETF 7.6 65 -25 4.9 -1.7
USMF WisdomTree U.S. Multifactor Fund 7.5 28 12 6.7 +0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.4 60 -20 4.4 -2.2
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.4 60 -20 3.0 -3.6
NXTG First Trust Indxx NextG ETF 7.4 70 -30 5.8 -0.8
REVS Columbia Research Enhanced Value ETF 7.3 19 21 7.6 +1.0
SDEP SFP Core Equity Strategy 7.3 10 30 2.8 -3.8
EDOW First Trust Dow 30 Equal Weight ETF 7.2 50 -10 5.3 -1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 7.0 60 -20 7.9 +1.3
ROE Astoria US Quality Kings ETF 7.0 49 -9 7.0 +0.4
DFUV Dimensional US Marketwide Value ETF 6.9 22 18 8.1 +1.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.9 18 22 4.9 -1.7
FPAG FPA Global Equity ETF 6.8 49 -9 6.3 -0.3
OALC OneAscent Large Cap Core ETF 6.7 86 -46 4.6 -2.0
LYLD Cambria Large Cap Shareholder Yield ETF 6.7 59 -19 9.8 +3.2
CRTC Xtrackers US National Critical Technologies ETF 6.7 35 5 5.3 -1.3
SHE SPDR MSCI USA Gender Diversity ETF 6.6 20 20 5.2 -1.4
VFMV Vanguard U.S. Minimum Volatility ETF 6.6 13 27 5.5 -1.2
FDLO Fidelity Low Volatility Factor ETF 6.5 15 25 5.4 -1.3
SKYY First Trust Cloud Computing ETF 6.4 60 -20 3.3 -3.3
DSTL Distillate US Fundamental Stability & Value ETF 6.4 39 1 8.3 +1.7
QTOP iShares Nasdaq Top 30 Stocks ETF 6.4 20 20 4.8 -1.9
IDAT iShares Future Cloud 5G and Tech ETF 6.4 47 -7 4.8 -1.9
EQWL Invesco S&P 100 Equal Weight ETF 6.4 25 15 6.2 -0.4
KRUZ Unusual Whales Subversive Republican Trading ETF 6.4 75 -35 6.0 -0.6
PWV Invesco Large Cap Value ETF 6.3 55 -15 7.6 +1.0
BLCV iShares Large Cap Value Active ETF 6.3 53 -13 7.6 +1.0
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 6.3 40 0 6.2 -0.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 10 5.0 -1.6
VALQ American Century U.S. Quality Value ETF 6.2 29 11 7.6 +1.0
ACWV iShares MSCI Global Min Vol Factor ETF 6.2 20 20 5.9 -0.8
GSPY Gotham Enhanced 500 ETF 6.2 50 -10 5.5 -1.1
QVAL Alpha Architect US Quantitative Value ETF 6.2 39 1 10.3 +3.7
IVES Wedbush ETFMG Global Cloud Technology ETF 6.1 68 -28 9.3 +2.6
JHDV John Hancock U.S. High Dividend ETF 6.1 34 6 6.3 -0.3
VEGN US Vegan Climate ETF 6.1 60 -20 4.6 -2.0
RSPT Invesco S&P 500 Equal Weight Technology ETF 6.0 40 0 6.2 -0.4
AIVC Amplify Bloomberg AI Value Chain ETF 6.0 59 -19 8.6 +2.0
YLDE ClearBridge Dividend Strategy ESG ETF 5.9 60 -20 5.4 -1.2
AVLV Avantis U.S. Large Cap Value ETF 5.9 15 25 8.1 +1.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 5.9 60 -20 4.0 -2.6
ACVF American Conservative Values ETF 5.8 75 -35 4.5 -2.1
IUS Invesco RAFI Strategic US ETF 5.8 19 21 7.1 +0.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 8.3 +1.7
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.3 -0.3
ROUS Hartford Multifactor US Equity ETF 5.7 19 21 7.2 +0.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.6 30 10 7.4 +0.8
GQQQ Astoria US Quality Growth Kings ETF 5.6 35 5 5.6 -1.0
IWX iShares Russell Top 200 Value ETF 5.6 20 20 6.4 -0.2
FLQL Franklin LibertyQ U.S. Equity ETF 5.6 15 25 5.7 -0.9
UFO Procure Space ETF 5.6 75 -35 -0.5 -7.1
SRHQ SRH U.S. Quality ETF 5.4 35 5 7.6 +0.9
VLU SPDR S&P 1500 Value Tilt ETF 5.4 12 28 7.2 +0.6
WFH Direxion Work From Home ETF 5.4 45 -5 4.8 -1.9
LVOL American Century Low Volatility ETF 5.3 29 11 4.4 -2.2
ABEQ Absolute Select Value ETF 5.3 85 -45 4.9 -1.7
LST Leuthold Select Industries ETF 5.3 91 -51 6.1 -0.5
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 18 5.8 -0.8
LOUP Innovator Deepwater Frontier Tech ETF 5.2 70 -30 1.8 -4.8
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -5 5.9 -0.7
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.2 35 5 7.7 +1.1
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.2 38 2 7.7 +1.1
QQMG Invesco ESG NASDAQ 100 ETF 5.2 20 20 4.6 -2.0
FNDX Schwab Fundamental US Large Co. Index ETF 5.2 25 15 7.4 +0.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.1 49 -9 4.7 -1.9
FITE SPDR S&P Kensho Future Security ETF 5.1 45 -5 2.8 -3.8
PRF Invesco FTSE RAFI US 1000 ETF 5.1 39 1 7.0 +0.4
FBCV Fidelity Blue Chip Value ETF 5.1 59 -19 7.5 +0.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.0 70 -30 4.4 -2.3
QQQ Invesco QQQ Trust Series I 5.0 20 20 4.6 -2.1
STXV Strive 1000 Value ETF 5.0 18 22 7.5 +0.9
QQQM Invesco NASDAQ 100 ETF 4.9 15 25 4.6 -2.0
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 25 5.8 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 4.9 15 25 5.4 -1.2
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 7.3 +0.7
XLK Technology Select Sector SPDR Fund 4.8 8 32 5.3 -1.4
CZAR Themes Natural Monopoly ETF 4.8 35 5 2.8 -3.8
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.7 56 -16 2.6 -4.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 22 7.2 +0.6
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 6.8 +0.2
BOUT Innovator IBD Breakout Opportunities ETF 4.7 81 -41 4.8 -1.9
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.6 -1.0
MTUM iShares MSCI USA Momentum Factor ETF 4.6 15 25 3.9 -2.7
FOVL iShares Focused Value Factor ETF 4.6 25 15 10.1 +3.5
OPTZ Optimize Strategy Index ETF 4.6 50 -10 5.3 -1.3
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 28 9.5 +2.9
DLN WisdomTree U.S. LargeCap Dividend Fund 4.5 28 12 5.9 -0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.5 29 11 6.4 -0.2
FLV American Century Focused Large Cap Value ETF 4.5 42 -2 6.7 +0.0
DVY iShares Select Dividend ETF 4.4 38 2 9.2 +2.6
FUNL CornerCap Fundametrics Large-Cap ETF 4.4 50 -10 7.3 +0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.4 35 5 4.5 -2.1
VYM Vanguard High Dividend Yield Index ETF 4.4 6 34 7.3 +0.7
MGV Vanguard Mega Cap Value ETF 4.3 7 33 6.7 +0.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 4.3 60 -20 1.2 -5.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 2 6.2 -0.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.2 58 -18 4.3 -2.3
PKW Invesco Buyback Achievers ETF 4.2 62 -22 8.0 +1.3
DIV Global X SuperDividend US ETF 4.2 45 -5 10.1 +3.5
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.5 -0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 4.1 75 -35 5.2 -1.5
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 12 6.2 -0.4
IPDP Dividend Performers ETF 4.0 122 -82 5.0 -1.6
IWD iShares Russell 1000 Value ETF 4.0 19 21 6.5 -0.1
GCOW Pacer Global Cash Cows Dividend ETF 4.0 60 -20 10.9 +4.3
VONV Vanguard Russell 1000 Value ETF 4.0 8 32 6.6 -0.0
AFLG First Trust Active Factor Large Cap ETF 4.0 55 -15 6.2 -0.4
DFVX Dimensional US Large Cap Vector ETF 4.0 22 18 6.6 -0.1
ARKK ARK Innovation ETF 4.0 75 -35 -3.3 -9.9
IETC iShares U.S. Tech Independence Focused ETF 3.9 18 22 4.7 -1.9
TIME Clockwise Core Equity & Innovation ETF 3.9 95 -55 8.1 +1.5
SPMO Invesco S&P 500 Momentum ETF 3.9 13 27 4.2 -2.4
FTCS First Trust Capital Strength ETF 3.9 55 -15 5.2 -1.4
USRD Themes US R&D Champions ETF 3.8 29 11 5.6 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.8 25 15 4.9 -1.8
SPLV Invesco S&P 500 Low Volatility ETF 3.8 25 15 4.8 -1.8
EPS WisdomTree U.S. LargeCap Fund 3.8 8 32 6.1 -0.5
YALL God Bless America ETF 3.7 65 -25 4.3 -2.3
TOGA Tremblant Global ETF 3.7 69 -29 2.5 -4.2
ALTL Pacer Lunt Large Cap Alternator ETF 3.7 60 -20 4.6 -2.0
IHAK iShares Cybersecurity & Tech ETF 3.7 47 -7 3.8 -2.9
ILCV iShares Morningstar Value ETF 3.7 4 36 6.7 +0.1
BGDV Bahl & Gaynor Dividend ETF 3.7 45 -5 5.0 -1.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.7 60 -20 4.7 -2.0
SYLD Cambria Shareholder Yield ETF 3.6 59 -19 11.9 +5.3
BMVP Invesco Bloomberg MVP Multi-factor ETF 3.6 29 11 6.8 +0.2
NUDV Nuveen ESG Dividend ETF 3.6 26 14 6.7 +0.1
RWL Invesco S&P 500 Revenue ETF 3.6 39 1 7.0 +0.4
VOOV Vanguard S&P 500 Value ETF 3.6 10 30 6.3 -0.3
IVE iShares S&P 500 Value ETF 3.6 18 22 6.2 -0.4
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 36 6.4 -0.3
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 15 6.0 -0.6
MVPA Miller Value Partners Appreciation ETF 3.6 60 -20 8.4 +1.8
ABFL Abacus FCF Leaders ETF 3.6 59 -19 5.8 -0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.6 75 -35 3.5 -3.1
VTV Vanguard Value ETF 3.6 4 36 6.9 +0.3
HDV iShares Core High Dividend ETF 3.6 8 32 6.7 +0.1
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 -25 4.4 -2.2
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 36 6.8 +0.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -15 4.2 -2.4
XDAT Franklin Exponential Data ETF 3.6 50 -10 2.1 -4.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.5 15 25 4.7 -1.9
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.5 60 -20 5.4 -1.2
ARKQ ARK Autonomous Technology & Robotics ETF 3.5 75 -35 0.2 -6.4
ARKX ARK Space Exploration & Innovation ETF 3.5 75 -35 -0.3 -7.0
ROKT SPDR S&P Kensho Final Frontiers ETF 3.5 45 -5 3.0 -3.7
SRVR Pacer Data & Infrastructure Real Estate ETF 3.5 55 -15 1.1 -5.5
QWLD SPDR MSCI World StrategicFactors ETF 3.5 30 10 5.9 -0.7
IUSV iShares Core S&P US Value ETF 3.5 4 36 6.5 -0.1
FCTE SMI 3Fourteen Full-Cycle Trend ETF 3.4 85 -45 8.7 +2.1
ARTY iShares Future AI & Tech ETF 3.4 47 -7 4.1 -2.6
SPRX Spear Alpha ETF 3.4 75 -35 -0.0 -6.6
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 5.9 -0.7
IGM iShares Expanded Tech Sector ETF 3.4 41 -1 4.6 -2.0
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.4 12 28 5.0 -1.6
HKND Humankind US Stock ETF 3.4 11 29 7.5 +0.8
ZIG Acquirers Fund 3.4 84 -44 20.3 +13.7
FFLC Fidelity Fundamental Large Cap Core ETF 3.4 38 2 4.9 -1.7
BLCR iShares Large Cap Core Active ETF 3.4 36 4 4.3 -2.4
DHS WisdomTree U.S. High Dividend Fund 3.4 38 2 7.8 +1.1
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.3 65 -25 5.0 -1.6
XMAG Defiance Large Cap ex-Mag 7 ETF 3.3 35 5 4.6 -2.0
SSPY Syntax Stratified LargeCap ETF 3.3 30 10 6.6 -0.0
INRO iShares U.S. Industry Rotation Active ETF 3.3 42 -2 4.1 -2.5
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.3 65 -25 5.4 -1.3
ICAP InfraCap Equity Income Fund ETF 3.3 171 -131 5.2 -1.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.2 29 11 4.8 -1.8
AGQI First Trust Active Global Quality Income ETF 3.2 85 -45 6.6 -0.0
ARKW ARK Next Generation Internet ETF 3.2 87 -47 -1.3 -8.0
FLRG Fidelity U.S. Multifactor ETF 3.2 15 25 7.1 +0.5
KRMA Global X Conscious Companies ETF 3.2 43 -3 6.1 -0.5
AIQ Global X Artificial Intelligence & Technology ETF 3.2 68 -28 4.7 -2.0
ARKF ARK Fintech Innovation ETF 3.2 75 -35 -0.3 -6.9
CHAT Roundhill Generative AI & Technology ETF 3.1 75 -35 14.8 +8.2
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 27 3.4 -3.2
XNTK SPDR NYSE Technology ETF 3.1 35 5 4.4 -2.2
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 5.6 -1.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.1 61 -21 1.4 -5.2
FTEC Fidelity MSCI Information Technology Index ETF 3.1 8 32 4.7 -1.9
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 5.1 -1.5
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 25 6.4 -0.2
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 11.7 +5.1
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -60 4.6 -2.0
FTA First Trust Large Cap Value AlphaDEX Fund 3.1 59 -19 9.4 +2.8
SDY SPDR S&P Dividend ETF 3.1 35 5 6.2 -0.4
BDIV AAM Brentview Dividend Growth ETF 3.1 49 -9 4.3 -2.3
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 22 6.0 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 3.0 15 25 7.6 +1.0
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.0 65 -25 8.6 +1.9
PEY Invesco High Yield Equity Dividend Achievers ETF 3.0 52 -12 9.9 +3.3
VGT Vanguard Information Technology ETF 3.0 10 30 4.7 -1.9
CHGX AXS Change Finance ESG ETF 3.0 49 -9 5.3 -1.3
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 5.0 -1.6
AIS VistaShares Artificial Intelligence Supercycle ETF 3.0 75 -35 4.6 -2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.0 75 -35 3.7 -2.9
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -40 4.7 -1.9
VFMF Vanguard U.S. Multifactor ETF 2.9 18 22 8.5 +1.9
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.9 65 -25 3.0 -3.6
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.9 7 33 8.2 +1.6
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.9 -0.7
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.9 15 25 7.3 +0.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.9 79 -39 5.2 -1.4
BIBL Inspire 100 ETF 2.9 35 5 4.7 -1.9
DGRO iShares Core Dividend Growth ETF 2.9 8 32 6.6 -0.0
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 15 5.9 -0.8
IXN iShares Global Tech ETF 2.9 41 -1 4.5 -2.1
PFM Invesco Dividend Achievers ETF 2.8 53 -13 5.3 -1.3
WLDR Affinity World Leaders Equity ETF 2.8 67 -27 8.3 +1.7
JAVA JPMorgan Active Value ETF 2.8 44 -4 6.3 -0.3
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 4.9 -1.7
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.8 68 -28 2.7 -3.9
CAML Congress Large Cap Growth ETF 2.8 66 -26 3.4 -3.3
OEF iShares S&P 100 ETF 2.7 20 20 5.1 -1.5
AVUS Avantis U.S. Equity ETF 2.7 15 25 6.3 -0.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.7 11 29 5.4 -1.2
USXF iShares ESG Advanced MSCI USA ETF 2.7 10 30 4.9 -1.7
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 -9 4.3 -2.3
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 6.2 -0.4
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 3 5.9 -0.7
DEW WisdomTree Global High Dividend Fund 2.7 58 -18 7.7 +1.1
FFND Future Fund Active ETF 2.7 100 -60 4.7 -2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.2 -1.4
FVD First Trust Value Line Dividend Index Fund 2.7 65 -25 6.1 -0.5
ONEQ Fidelity Nasdaq Composite Index ETF 2.7 21 19 4.3 -2.4
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 32 5.3 -1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 5.4 -1.2
DURA VanEck Durable High Dividend ETF 2.6 29 11 8.5 +1.8
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -8 4.8 -1.8
RFFC ALPS Active Equity Opportunity ETF 2.6 48 -8 4.5 -2.1
FDMO Fidelity Momentum Factor ETF 2.6 15 25 4.1 -2.6
IWL iShares Russell Top 200 ETF 2.5 15 25 5.1 -1.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 25 5.1 -1.6
DCOR Dimensional US Core Equity 1 ETF 2.5 14 26 5.8 -0.8
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 5.0 -1.6
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -45 2.6 -4.0
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -10 3.4 -3.3
VUSE Vident U.S. Equity Strategy ETF 2.5 50 -10 4.8 -1.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.5 27 13 6.1 -0.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 7.6 +1.0
XVV iShares ESG Screened S&P 500 ETF 2.5 8 32 5.1 -1.5
ESGV Vanguard ESG U.S. Stock ETF 2.5 9 31 5.0 -1.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.5 49 -9 2.2 -4.4
LRGF iShares U.S. Equity Factor ETF 2.5 8 32 5.8 -0.8
KLMN Invesco MSCI North America Climate ETF 2.4 9 31 5.3 -1.4
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 8.5 +1.9
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -9 8.7 +2.1
HLGE Hartford Longevity Economy ETF 2.4 44 -4 5.5 -1.1
COWZ Pacer US Cash Cows 100 ETF 2.4 49 -9 9.5 +2.8
FLDZ RiverNorth Patriot ETF 2.4 75 -35 5.9 -0.7
VIG Vanguard Dividend Appreciation ETF 2.4 6 34 6.0 -0.7
ULVM VictoryShares US Value Momentum ETF 2.4 20 20 7.2 +0.6
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.4 25 15 9.9 +3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.4 20 20 7.8 +1.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 31 4.4 -2.2
MGC Vanguard Mega Cap ETF 2.4 7 33 5.1 -1.5
RVRB Reverb ETF 2.4 30 10 3.7 -2.9
CCMG CCM Global Equity ETF 2.3 34 6 8.5 +1.9
GRNY Fundstrat Granny Shots US Large Cap ETF 2.3 75 -35 3.7 -2.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.3 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.3 29 11 5.1 -1.5
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.6 -1.0
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.3 20 20 5.0 -1.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.3 56 -16 12.6 +6.0
RPG Invesco S&P 500 Pure Growth ETF 2.3 35 5 3.6 -3.0
JVAL JPMorgan U.S. Value Factor ETF 2.3 12 28 8.5 +1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 5.2 -1.4
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -39 4.3 -2.3
PBUS Invesco MSCI USA ETF 2.3 4 36 5.2 -1.4
JQUA JPMorgan U.S. Quality Factor ETF 2.3 12 28 6.0 -0.7
SNSR Global X Internet of Things ETF 2.3 68 -28 5.0 -1.6
IVV iShares Core S&P 500 ETF 2.3 3 37 5.3 -1.3
VOO Vanguard S&P 500 ETF 2.3 3 37 5.3 -1.3
SPLG SPDR Portfolio S&P 500 ETF 2.3 2 38 5.3 -1.3
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 5.2 -1.4
SPY SPDR S&P 500 ETF Trust 2.2 9 31 5.2 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 40 5.3 -1.4
DFAC Dimensional U.S. Core Equity 2 ETF 2.2 17 23 6.0 -0.6
BEEX BeeHive ETF 2.2 84 -44 4.7 -1.9
VOTE TCW Transform 500 ETF 2.2 5 35 5.2 -1.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.2 59 -19 6.5 -0.1
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 6.9 +0.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.6 -1.0
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.7 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 38 5.3 -1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 29 5.2 -1.4
DFAU Dimensional US Core Equity Market ETF 2.2 12 28 5.5 -1.1
ILCB iShares Morningstar U.S. Equity ETF 2.2 3 37 5.2 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 6.1 -0.6
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 6.0 -0.6
IWB iShares Russell 1000 ETF 2.2 15 25 5.2 -1.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.3 -2.3
VONE Vanguard Russell 1000 ETF 2.1 8 32 5.3 -1.3
DGT SPDR Global Dow ETF 2.1 50 -10 7.5 +0.9
RDVY First Trust Rising Dividend Achievers ETF 2.1 50 -10 7.8 +1.2
IYY iShares Dow Jones U.S. ETF 2.1 20 20 5.1 -1.5
APUE ActivePassive U.S. Equity ETF 2.1 45 -5 4.9 -1.7
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 28 4.8 -1.8
DFUS Dimensional U.S. Equity ETF 2.1 9 31 5.3 -1.3
EMOT First Trust S&P 500 Economic Moat ETF 2.1 60 -20 6.5 -0.1
STRV Strive 500 ETF 2.1 5 35 5.2 -1.4
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.1 3 37 5.5 -1.1
VV Vanguard Large-Cap ETF 2.1 4 36 5.2 -1.4
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.4 -1.2
AESR Anfield U.S. Equity Sector Rotation ETF 2.1 108 -68 3.7 -2.9
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 5.3 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.9 -0.7
IWV iShares Russell 3000 ETF 2.1 20 20 5.0 -1.6
VTHR Vanguard Russell 3000 ETF 2.1 10 30 5.2 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.1 3 37 5.2 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.6 -1.1
XLG Invesco S&P 500 Top 50 ETF 2.0 20 20 5.1 -1.6
JSTC Adasina Social Justice All Cap Global ETF 2.0 89 -49 4.5 -2.1
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -2 5.0 -1.6
SCHX Schwab U.S. Large-Cap ETF 2.0 3 37 5.3 -1.3
QGRO American Century U.S. Quality Growth ETF 2.0 29 11 3.8 -2.8
SFYF SoFi Social 50 ETF 2.0 29 11 0.0 -6.6
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 -9 5.9 -0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 2.0 14 26 6.7 +0.1
TMFC Motley Fool 100 Index ETF 2.0 50 -10 4.1 -2.5
FTGS First Trust Growth Strength ETF 2.0 60 -20 5.6 -1.0
VTI Vanguard Total Stock Market ETF 2.0 3 37 5.2 -1.4
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 6.5 -0.1
RECS Columbia Research Enhanced Core ETF 2.0 15 25 6.2 -0.5
SCHK Schwab 1000 Index ETF 2.0 5 35 5.3 -1.3
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.9 12 28 4.5 -2.1
VOT Vanguard Mid-Cap Growth ETF 1.9 7 33 3.7 -2.9
QUVU Hartford Quality Value ETF 1.9 46 -6 7.0 +0.3
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.9 75 -35 3.5 -3.2
DSI iShares MSCI KLD 400 Social ETF 1.9 25 15 5.2 -1.4
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 5.0 -1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.9 20 20 6.0 -0.6
SIXL ETC 6 Meridian Low Beta Equity ETF 1.9 80 -40 5.7 -0.9
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -8 8.3 +1.7
SCHB Schwab U.S. Broad Market ETF 1.9 3 37 5.3 -1.3
RSP Invesco S&P 500 Equal Weight ETF 1.9 20 20 6.3 -0.3
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.9 10 30 3.3 -3.3
FVAL Fidelity Value Factor ETF 1.9 15 25 7.3 +0.7
ETHO Etho Climate Leadership U.S. ETF 1.9 47 -7 5.5 -1.1
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.8 10 30 4.2 -2.4
RGEF Rockefeller Global Equity ETF 1.8 55 -15 5.2 -1.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.8 50 -10 4.3 -2.3
RND First Trust Bloomberg R&D Leaders ETF 1.8 60 -20 3.0 -3.6
FDLS Inspire Fidelis Multi Factor ETF 1.8 76 -36 5.8 -0.9
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 5.1 -1.5
FQAL Fidelity Quality Factor ETF 1.8 15 25 5.9 -0.7
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 5.7 -0.9
RPV Invesco S&P 500 Pure Value ETF 1.8 35 5 10.7 +4.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.8 12 28 5.1 -1.5
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.7 45 -5 7.7 +1.1
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 31 6.0 -0.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.7 58 -18 5.5 -1.1
SIZE iShares MSCI USA Size Factor ETF 1.7 15 25 5.8 -0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.5 -1.1
TOK iShares MSCI Kokusai ETF 1.7 26 14 5.2 -1.5
IQM Franklin Intelligent Machines ETF 1.7 50 -10 2.6 -4.0
KLMT Invesco MSCI Global Climate 500 ETF 1.7 10 30 6.1 -0.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 31 6.1 -0.5
DFSU Dimensional US Sustainability Core 1 ETF 1.7 18 22 5.8 -0.8
SFY SoFi Select 500 ETF 1.6 0 40 4.8 -1.8
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 -3 4.6 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 1.6 26 14 3.7 -2.9
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 6.8 +0.2
LCLG Logan Capital Broad Innovative Growth ETF 1.6 99 -59 4.6 -2.0
QDIV Global X S&P 500 Quality Dividend ETF 1.6 20 20 8.2 +1.5
URTH iShares MSCI World ETF 1.6 24 16 5.5 -1.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.6 70 -30 3.6 -3.0
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -27 10.1 +3.5
TTAC FCF US Quality ETF 1.6 59 -19 6.1 -0.5
FDVV Fidelity High Dividend ETF 1.6 15 25 7.5 +0.9
GINX SGI Enhanced Global Income ETF 1.6 98 -58 7.3 +0.7
TMFX Motley Fool Next Index ETF 1.6 50 -10 3.2 -3.4
SPGP Invesco S&P 500 GARP ETF 1.5 34 6 9.6 +3.0
DIA SPDR Dow Jones Industrial Average ETF Trust 1.5 16 24 5.7 -1.0
SWP SWP Growth & Income ETF 1.5 99 -59 4.6 -2.0
JEPI JPMorgan Equity Premium Income ETF 1.5 35 5 5.4 -1.2
KOMP SPDR S&P Kensho New Economies Composite ETF 1.5 20 20 3.7 -2.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 36 6.1 -0.5
SUSA iShares MSCI USA ESG Select ETF 1.5 25 15 5.0 -1.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 25 5.8 -0.8
TXS Texas Capital Texas Equity Index ETF 1.5 49 -9 5.1 -1.5
STXM Strive Mid-Cap ETF 1.5 18 22 3.6 -3.0
GLOF iShares Global Equity Factor ETF 1.5 20 20 6.8 +0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 30 5.3 -1.3
NACP Impact Shares NAACP Minority Empowerment ETF 1.5 49 -9 4.9 -1.7
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -50 4.4 -2.3
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.5 60 -20 5.3 -1.3
CGGR Capital Group Growth ETF 1.5 39 1 3.7 -3.0
MAGA Point Bridge America First ETF 1.4 72 -32 6.5 -0.1
SUSL iShares ESG MSCI USA Leaders ETF 1.4 10 30 5.3 -1.3
ACWI iShares MSCI ACWI ETF 1.4 32 8 6.0 -0.6
PWB Invesco Large Cap Growth ETF 1.4 56 -16 3.2 -3.4
XT iShares Exponential Technologies ETF 1.4 46 -6 5.5 -1.1
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 4.4 -2.3
WDIV SPDR S&P Global Dividend ETF 1.4 40 0 9.6 +3.0
QTUM Defiance Quantum ETF 1.4 40 0 7.7 +1.1
FDWM Fidelity Women's Leadership ETF 1.4 59 -19 3.2 -3.4
PSET Principal Quality ETF 1.4 15 25 5.7 -0.9
FTC First Trust Large Cap Growth AlphaDEX Fund 1.4 59 -19 2.8 -3.8
SPHB Invesco S&P 500 High Beta ETF 1.4 25 15 5.3 -1.3
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 5.2 -1.4
SFYX SoFi Next 500 ETF 1.4 0 40 3.6 -3.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.4 45 -5 4.9 -1.7
PDP Invesco Dorsey Wright Momentum ETF 1.3 62 -22 3.6 -3.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.3 20 20 7.4 +0.8
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.3 20 20 4.5 -2.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 1.3 60 -20 7.1 +0.5
VBK Vanguard Small-Cap Growth ETF 1.3 7 33 1.7 -4.9
VT Vanguard Total World Stock ETF 1.3 7 33 6.3 -0.3
GVLU Gotham 1000 Value ETF 1.3 50 -10 9.1 +2.5
FDTX Fidelity Disruptive Technology ETF 1.3 50 -10 3.0 -3.6
DEMZ Democratic Large Cap Core ETF 1.3 45 -5 4.6 -2.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 6.1 -0.5
MOTE VanEck Morningstar ESG Moat ETF 1.2 49 -9 4.9 -1.8
HLAL Wahed FTSE USA Shariah ETF 1.2 50 -10 5.2 -1.5
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 7.8 +1.2
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.3 -0.3
NANC Unusual Whales Subversive Democratic Trading ETF 1.2 75 -35 4.2 -2.4
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 6.7 +0.1
NIXT Research Affiliates Deletions ETF 1.2 9 31 3.8 -2.8
PTL Inspire 500 ETF 1.2 9 31 5.4 -1.2
TMAT Main Thematic Innovation ETF 1.2 164 -124 -1.5 -8.1
AIEQ AI Powered Equity ETF 1.2 75 -35 4.1 -2.5
MGK Vanguard Mega Cap Growth ETF 1.2 7 33 4.5 -2.1
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.3 -1.3
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.6 +1.0
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 6.2 -0.4
LCF Touchstone US Large Cap Focused ETF 1.1 69 -29 4.6 -2.0
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 2 10.1 +3.5
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 -5 2.0 -4.6
BFOR ALPS Barron's 400 ETF 1.0 65 -25 6.2 -0.4
DARP Grizzle Growth ETF 1.0 75 -35 4.7 -1.9
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 7.0 +0.4
WCEO Hypatia Women CEO ETF 1.0 85 -45 -1.3 -8.0
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.0 60 -20 5.7 -0.9
VAMO Cambria Value & Momentum ETF 1.0 61 -21 6.8 +0.2
PY Principal Value ETF 1.0 15 25 7.1 +0.5
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 22 8.6 +2.0
SPHQ Invesco S&P 500 Quality ETF 1.0 15 25 5.3 -1.3
IWS iShares Russell Mid-Cap Value ETF 1.0 23 17 6.5 -0.1
WRND IQ Global Equity R&D Leaders ETF 1.0 18 22 7.9 +1.3
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 25 8.7 +2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 15 25 8.7 +2.1
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.9 -1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 25 4.3 -2.4
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 34 2.7 -3.9
DUHP Dimensional US High Profitability ETF 0.9 21 19 6.6 -0.1
VUG Vanguard Growth ETF 0.9 4 36 4.3 -2.3
VB Vanguard Small-Cap ETF 0.9 5 35 5.7 -0.9
IVW iShares S&P 500 Growth ETF 0.9 18 22 4.5 -2.1
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.7 -2.0
VOOG Vanguard S&P 500 Growth ETF 0.9 10 30 4.6 -2.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 4.5 -2.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.9 20 20 4.5 -2.1
SMMD iShares Russell 2500 ETF 0.9 15 25 6.2 -0.4
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.7 -1.9
KOCG FIS Knights of Columbus Global Belief ETF 0.9 75 -35 5.4 -1.3
STXG Strive 1000 Growth ETF 0.9 18 22 4.2 -2.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 34 7.9 +1.3
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 5.3 -1.3
VO Vanguard Mid-Cap ETF 0.9 4 36 5.6 -1.0
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 6.5 -0.1
IOO iShares Global 100 ETF 0.9 41 -1 5.4 -1.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 31 5.0 -1.7
XITK SPDR FactSet Innovative Technology ETF 0.8 45 -5 0.5 -6.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.8 12 28 7.0 +0.4
ISCB iShares Morningstar Small-Cap ETF 0.8 4 36 5.6 -1.0
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -5 7.0 +0.4
EZM WisdomTree U.S. MidCap Fund 0.8 38 2 9.3 +2.7
DFAT Dimensional U.S. Targeted Value ETF 0.8 28 12 10.0 +3.4
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 22 5.2 -1.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -5 3.5 -3.2
CVAR Cultivar ETF 0.8 87 -47 6.1 -0.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.8 60 -20 6.3 -0.3
IWR iShares Russell Midcap ETF 0.8 19 21 5.8 -0.9
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.8 15 25 5.7 -0.9
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 16 7.2 +0.6
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 7.4 +0.8
QUAL iShares MSCI USA Quality Factor ETF 0.7 15 25 5.3 -1.3
LQPE PEO AlphaQuest Thematic PE ETF 0.7 125 -85 6.9 +0.3
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.7 3 37 7.4 +0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.7 64 -24 2.4 -4.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.7 10 30 7.3 +0.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.7 4 36 4.4 -2.2
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.9 +0.2
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 8.4 +1.8
ILCG iShares Morningstar Growth ETF 0.7 4 36 4.1 -2.5
TRFM AAM Transformers ETF 0.7 49 -9 1.9 -4.8
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 25 7.3 +0.7
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.3 -1.3
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 11 5.0 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 5.7 -0.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 25 6.0 -0.7
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 10.8 +4.2
VBR Vanguard Small Cap Value ETF 0.6 7 33 8.5 +1.9
BGIG Bahl & Gaynor Income Growth ETF 0.6 45 -5 5.4 -1.2
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.7 -1.9
BLES Inspire Global Hope ETF 0.6 61 -21 6.8 +0.2
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.6 +1.0
VXF Vanguard Extended Market ETF 0.6 6 34 4.5 -2.1
JGRO JPMorgan Active Growth ETF 0.6 44 -4 3.9 -2.7
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 20 -9.4 -16.0
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.8 -1.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.1 -0.6
BUZZ VanEck Social Sentiment ETF 0.6 75 -35 -1.3 -7.9
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -20 9.6 +3.0
GGME Invesco Next Gen Media and Gaming ETF 0.5 60 -20 5.0 -1.7
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.4 -2.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.5 20 20 9.1 +2.5
IJK iShares S&P Mid-Cap 400 Growth ETF 0.5 17 23 6.0 -0.6
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 10.2 +3.6
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 2 8.3 +1.7
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.5 15 25 6.0 -0.6
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.5 15 25 6.0 -0.6
IWY iShares Russell Top 200 Growth ETF 0.5 20 20 4.9 -1.7
TAX Cambria Tax Aware ETF 0.5 49 -9 5.4 -1.2
STXD Strive 1000 Dividend Growth ETF 0.5 35 5 5.0 -1.6
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.8 -1.8
VONG Vanguard Russell 1000 Growth ETF 0.5 8 32 4.9 -1.7
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.4 -1.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 10 7.9 +1.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -55 0.7 -5.9
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 36 6.0 -0.6
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.8 -0.8
DFAS Dimensional U.S. Small Cap ETF 0.4 26 14 6.9 +0.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.4 65 -25 3.5 -3.1
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.2 -0.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.7 +2.0
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 5.3 -1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 0 4.0 -2.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 20 5.3 -1.3
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 3.4 -3.3
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 6.6 -0.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 4.0 -2.6
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.9 -1.7
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.8 -2.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 15 7.8 +1.2
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.9 +4.3
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 4.7 -1.9
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 -2 5.5 -1.2
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 4.7 -1.9
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.2 +0.6
PPA Invesco Aerospace & Defense ETF 0.2 58 -18 3.0 -3.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -12 5.6 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -18 5.6 -1.0
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 17 3.7 -3.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 36 5.9 -0.7
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.1 +2.5
STXK Strive Small-Cap ETF 0.2 18 22 5.5 -1.2
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 1.1 -5.6
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.1 60 -20 6.4 -0.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 5.9 -0.8
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 28 8.1 +1.5

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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 2.2 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.6 %
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.