iShares U.S. Telecommunications ETF
ALTAR
Score™		 5.5% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.3x P/Sales
ratio		 2.7x
P/BV
ratio		 2.7x Div.
yield		 2.4%


  • 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) $1,109
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 21
Wgt avg mkt cap (mns) $131,572
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 26.2 %
VERIZON COMMUNICATIONS INC 11.3 %
AT&T INC 9.7 %
IRIDIUM COMMUNICATIONS INC. 6.2 %
CIENA CORP 5.6 %
ARISTA NETWORKS, INC. 4.6 %
LUMENTUM HOLDINGS INC 4.2 %
AST SPACEMOBILE, INC. CLASS A 4.0 %
ROKU, INC. CLASS A 3.9 %
MILLICOM INTL CELLULAR S.A. 3.6 %
Total 79.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.0 %
LUXEMBOURG 3.6 %









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.
25.0% 59.9% 7.5% 5.6% 1.5%

Market Correlations
versus... Beta R-squared
S&P500 0.79 34%
MSCI EAFE 0.59 26%
MSCI Emg. Mkts. 0.43 23%

Technical Indicators
Recent close $44.34
30d moving avg. $42.78
Annualized volatility 15.3%
Short interest (ETF) 4.4%
Short interest (Underlying) 3.2%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 1,252
Turnover 5.0%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 682 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™: 5.5%


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
(%)
KNCT Invesco Next Gen Connectivity ETF 18.1 40 0 2.6 -2.9
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 17.7 41 -1 3.8 -1.7
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 17.2 5 35 7.1 +1.6
FCOM Fidelity MSCI Communication Services Index ETF 16.8 8 32 4.4 -1.1
FDN First Trust Dow Jones Internet Index Fund 16.7 52 -12 2.5 -3.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 16.7 40 0 5.7 +0.2
FDND FT Vest Dow Jones Internet & Target Income ETF 16.7 75 -35 2.5 -3.1
VOX Vanguard Communication Services ETF 16.5 9 31 4.4 -1.1
XLC Communication Services Select Sector SPDR 15.9 8 32 5.4 -0.1
SIXG Defiance Connective Technologies ETF 15.3 30 10 2.8 -2.7
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 6.5 +1.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.5 29 11 7.0 +1.5
IXP iShares Global Comm Services ETF 13.1 42 -2 5.5 +0.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.8 15 25 6.3 +0.8
PWV Invesco Large Cap Value ETF 12.0 55 -15 6.2 +0.6
FDCF Fidelity Disruptive Communications ETF 12.0 50 -10 1.8 -3.8
XPND First Trust Expanded Technology ETF 11.9 65 -25 2.6 -2.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.3 50 -10 4.3 -1.2
DIVB iShares Core Dividend ETF 10.4 5 35 6.7 +1.2
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.0 +0.5
AGIX KraneShares Artificial Intelligence and Technology ETF 10.2 99 -59 0.9 -4.6
VLUE iShares MSCI USA Value Factor ETF 10.1 15 25 5.9 +0.4
CIBR First Trust NASDAQ Cybersecurity ETF 10.1 60 -20 3.3 -2.2
MDLV Morgan Dempsey Large Cap Value ETF 9.7 58 -18 5.8 +0.2
FDL First Trust Morningstar Dividend Leaders Index Fund 9.7 45 -5 9.0 +3.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.5 48 -8 5.6 +0.0
UFO Procure Space ETF 9.5 75 -35 -0.1 -5.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.5 80 -40 5.5 -0.0
VEGN US Vegan Climate ETF 9.1 60 -20 3.1 -2.4
AUSF Global X Adaptive U.S. Factor ETF 8.9 27 13 8.1 +2.6
DURA VanEck Durable High Dividend ETF 8.8 29 11 6.4 +0.9
XDAT Franklin Exponential Data ETF 8.7 50 -10 1.1 -4.5
EQRR ProShares Equities for Rising Rates ETF 8.5 35 5 5.4 -0.1
DHS WisdomTree U.S. High Dividend Fund 8.4 38 2 8.2 +2.6
VALQ American Century U.S. Quality Value ETF 8.4 29 11 6.9 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.4 47 -7 4.9 -0.6
USMF WisdomTree U.S. Multifactor Fund 8.3 28 12 6.4 +0.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 8.2 49 -9 4.8 -0.7
SPRX Spear Alpha ETF 8.2 75 -35 -0.8 -6.3
ITAN Sparkline Intangible Value ETF 8.1 50 -10 5.6 +0.1
WOMN Impact Shares YWCA Women's Empowerment ETF 8.1 75 -35 4.7 -0.8
USMV iShares MSCI USA Min Vol Factor ETF 8.0 15 25 5.2 -0.3
TBG TBG Dividend Focus ETF 7.9 59 -19 6.2 +0.7
EDOW First Trust Dow 30 Equal Weight ETF 7.9 50 -10 4.6 -0.9
TRFK Pacer Data and Digital Revolution ETF 7.8 60 -20 1.6 -4.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.8 18 22 5.0 -0.5
RAFE PIMCO RAFI ESG U.S. ETF 7.7 29 11 6.0 +0.5
USSE Segall Bryant & Hamill Select Equity ETF 7.6 65 -25 2.8 -2.7
CHPX Global X AI Semiconductor & Quantum ETF 7.5 50 -10 1.3 -4.2
CZAR Themes Natural Monopoly ETF 7.5 35 5 5.4 -0.1
EQAL Invesco Russell 1000 Equal Weight ETF 7.4 20 20 6.0 +0.5
DIVY Sound Equity Dividend Income ETF 7.4 45 -5 8.1 +2.6
WBIY WBI Power Factor High Dividend ETF 7.4 100 -60 12.1 +6.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.2 70 -30 4.7 -0.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 6.6 +1.1
DIVN Horizon Dividend Income ETF 7.2 70 -30 6.5 +1.0
ACVF American Conservative Values ETF 7.1 75 -35 3.6 -2.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 7.1 19 21 4.6 -0.9
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 -20 4.2 -1.3
DVND Touchstone Dividend Select ETF 7.0 67 -27 5.1 -0.4
BRIF FIS Bright Portfolios Focused Equity ETF 7.0 65 -25 3.2 -2.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.8 60 -20 2.5 -3.0
TCAI Tortoise AI Infrastructure ETF 6.8 65 -25 1.0 -4.5
COWZ Pacer US Cash Cows 100 ETF 6.8 49 -9 7.6 +2.1
SNPV Xtrackers S&P 500 Value ESG ETF 6.8 15 25 5.5 0.0
ROE Astoria US Quality Kings ETF 6.7 49 -9 5.1 -0.5
GXPC Global X PureCap MSCI Communication Services ETF 6.7 25 15 3.8 -1.7
FMTM MarketDesk Focused U.S. Momentum ETF 6.7 45 -5 4.4 -1.1
SDOG ALPS Sector Dividend Dogs ETF 6.7 36 4 8.2 +2.7
NXTG First Trust Indxx NextG ETF 6.6 70 -30 3.2 -2.4
RJDI RJ Eagle Dividend Select Income ETF 6.5 55 -15 4.4 -1.1
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 8.5 +3.0
DIV Global X SuperDividend US ETF 6.4 45 -5 9.8 +4.3
FDLO Fidelity Low Volatility Factor ETF 6.4 15 25 4.8 -0.7
UDI USCF Dividend Income Fund 6.3 65 -25 6.6 +1.1
QDIV Global X S&P 500 Quality Dividend ETF 6.2 20 20 7.9 +2.4
CRTC Xtrackers US National Critical Technologies ETF 6.2 35 5 4.0 -1.5
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 6.2 60 -20 5.8 +0.3
SKYY First Trust Cloud Computing ETF 6.2 60 -20 2.5 -3.0
OALC OneAscent Large Cap Core ETF 6.2 86 -46 3.2 -2.3
ARKX ARK Space Exploration & Innovation ETF 6.2 75 -35 -0.1 -5.6
BIBL Inspire 100 ETF 6.2 35 5 4.0 -1.5
XNTK State Street SPDR NYSE Technology ETF 6.1 35 5 2.2 -3.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 6.0 15 25 4.1 -1.4
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 1 9.3 +3.8
HAPI Harbor Human Capital Factor US Large Cap ETF 6.0 36 4 4.0 -1.5
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.0 27 13 6.6 +1.1
SCHD Schwab US Dividend Equity ETF 5.9 6 34 8.0 +2.5
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 5.8 45 -5 0.6 -4.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.8 15 25 7.6 +2.1
ACWV iShares MSCI Global Min Vol Factor ETF 5.8 20 20 5.7 +0.2
DARP Grizzle Growth ETF 5.8 75 -35 1.5 -4.0
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.8 50 -10 7.8 +2.3
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -0.9 -6.4
LYLD Cambria Large Cap Shareholder Yield ETF 5.7 59 -19 8.3 +2.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 4.1 -1.4
SPDV AAM S&P 500 High Dividend Value ETF 5.7 29 11 10.7 +5.2
NUMG Nuveen ESG Mid-Cap Growth ETF 5.6 31 9 1.7 -3.8
USRD Themes US R&D Champions ETF 5.6 29 11 3.6 -1.9
DFLV Dimensional US Large Cap Value ETF 5.5 22 18 6.0 +0.4
JEDI Defiance Drone and Modern Warfare ETF 5.5 69 -29 0.7 -4.9
WLDR Affinity World Leaders Equity ETF 5.5 67 -27 5.5 +0.0
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 8.9 +3.4
NUDV Nuveen ESG Dividend ETF 5.4 26 14 6.0 +0.5
ACSI American Customer Satisfaction ETF 5.4 65 -25 4.5 -1.1
GCOW Pacer Global Cash Cows Dividend ETF 5.4 60 -20 9.3 +3.8
GOP Unusual Whales Subversive Republican Trading ETF 5.4 50 -10 4.1 -1.4
WTV WisdomTree US Value ETF 5.4 12 28 7.6 +2.1
SHE State Street SPDR MSCI USA Gender Diversity ETF 5.3 20 20 4.1 -1.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.3 38 2 5.1 -0.4
ROUS Hartford Multifactor US Equity ETF 5.2 19 21 5.2 -0.3
DGRW WisdomTree US Quality Dividend Growth Fund 5.2 28 12 4.8 -0.7
PY Principal Value ETF 5.2 15 25 7.0 +1.5
WTRE WisdomTree New Economy Real Estate Fund 5.2 58 -18 -0.3 -5.9
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.2 79 -39 3.9 -1.6
IETC iShares U.S. Tech Independence Focused ETF 5.2 18 22 2.8 -2.7
CHGX AXS Change Finance ESG ETF 5.2 49 -9 4.1 -1.5
QUS State Street SPDR MSCI USA StrategicFactors ETF 5.1 15 25 5.0 -0.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 5.1 65 -25 4.3 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 5.1 13 27 5.6 +0.1
NULG Nuveen ESG Large-Cap Growth ETF 5.1 26 14 2.7 -2.8
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.1 35 5 5.6 +0.1
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.1 45 -5 4.6 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.0 18 22 6.8 +1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 5.0 60 -20 8.6 +3.1
INCE Franklin Income Equity Focus ETF 5.0 29 11 5.2 -0.3
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.0 30 10 3.6 -1.9
JHDV John Hancock U.S. High Dividend ETF 4.9 34 6 5.7 +0.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.9 60 -20 4.4 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.9 52 -12 5.0 -0.5
XLK Technology Select Sector SPDR 4.9 8 32 2.9 -2.6
DFUV Dimensional US Marketwide Value ETF 4.8 22 18 5.9 +0.4
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.2 -0.3
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 5.3 -0.2
FTCS First Trust Capital Strength ETF 4.7 55 -15 5.7 +0.1
SGRT SMART Earnings Growth 30 ETF 4.7 59 -19 2.1 -3.5
IWX iShares Russell Top 200 Value ETF 4.7 20 20 4.9 -0.6
RW Rainwater Equity ETF 4.7 125 -85 2.9 -2.6
DLN WisdomTree U.S. LargeCap Dividend Fund 4.6 28 12 5.3 -0.2
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 5.4 -0.1
NULV Nuveen ESG Large-Cap Value ETF 4.6 26 14 5.0 -0.5
AGIQ Sofi Agentic AI ETF 4.6 69 -29 6.4 +0.9
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 9.5 +4.0
REVS Columbia Research Enhanced Value ETF 4.5 19 21 6.5 +1.0
STXV Strive 1000 Value ETF 4.4 18 22 6.7 +1.2
FITE State Street SPDR S&P Kensho Future Security ETF 4.4 45 -5 0.9 -4.6
MGV Vanguard Mega Cap Value ETF 4.4 7 33 5.3 -0.2
FELC Fidelity Enhanced Large Cap Core ETF 4.4 18 22 4.2 -1.3
EQIN Columbia US Equity Income ETF 4.3 35 5 6.1 +0.6
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.3 12 28 6.1 +0.6
FPAG FPA Global Equity ETF 4.3 49 -9 5.7 +0.2
VYM Vanguard High Dividend Yield Index ETF 4.2 6 34 6.0 +0.4
PRXV Praxis Impact Large Cap Value ETF 4.2 36 4 5.5 -0.0
CGDV Capital Group Dividend Value ETF 4.2 33 7 3.7 -1.8
DTD WisdomTree U.S. Total Dividend Fund 4.2 28 12 5.6 +0.1
YLDE ClearBridge Dividend Strategy ESG ETF 4.2 60 -20 5.2 -0.3
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 2.8 -2.7
ABEQ Absolute Select Value ETF 4.1 85 -45 4.5 -1.1
DVY iShares Select Dividend ETF 4.1 38 2 8.1 +2.6
BUZZ VanEck Social Sentiment ETF 4.1 75 -35 -0.7 -6.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 11 5.4 -0.1
QGRO American Century U.S. Quality Growth ETF 4.1 29 11 3.8 -1.7
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 2.9 -2.6
SXQG ETC 6 Meridian Quality Growth ETF 4.0 100 -60 2.9 -2.6
FLQL Franklin LibertyQ U.S. Equity ETF 4.0 15 25 4.4 -1.1
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 3.4 -2.1
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 5.7 +0.2
QTOP iShares Nasdaq Top 30 Stocks ETF 4.0 20 20 2.6 -2.9
FPX First Trust US Equity Opportunities ETF 4.0 61 -21 0.7 -4.8
MISL First Trust Indxx Aerospace & Defense ETF 4.0 60 -20 1.7 -3.9
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.3 -1.2
ARKF ARK Fintech Innovation ETF 3.9 75 -35 0.3 -5.3
ARKK ARK Innovation ETF 3.9 75 -35 -2.8 -8.3
ARKW ARK Next Generation Internet ETF 3.9 87 -47 0.6 -4.9
BNGE First Trust S-Network Streaming and Gaming ETF 3.9 70 -30 3.0 -2.5
IUS Invesco RAFI Strategic US ETF 3.9 19 21 5.4 -0.1
ABFL Abacus FCF Leaders ETF 3.8 59 -19 3.6 -1.9
AIQ Global X Artificial Intelligence & Technology ETF 3.8 68 -28 2.4 -3.1
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -10 6.2 +0.7
IGM iShares Expanded Tech Sector ETF 3.8 41 -1 2.4 -3.1
MFMO Motley Fool Momentum Factor ETF 3.8 50 -10 1.8 -3.7
NACP Impact Shares NAACP Minority Empowerment ETF 3.8 49 -9 3.5 -2.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.7 60 -20 3.4 -2.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.7 25 15 6.1 +0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.7 15 25 7.1 +1.6
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 3.7 7 33 10.0 +4.5
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 15 5.1 -0.4
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 4.9 -0.6
SURE AdvisorShares Insiders Advantage ETF 3.7 90 -50 7.7 +2.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.7 49 -9 4.9 -0.6
PRF Invesco FTSE RAFI US 1000 ETF 3.7 34 6 5.5 -0.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.6 56 -16 6.7 +1.2
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 36 5.5 -0.1
QQQ Invesco QQQ Trust Series I 3.6 20 20 3.0 -2.5
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 3.0 -2.5
QWLD SPDR MSCI World StrategicFactors ETF 3.6 30 10 5.1 -0.4
JIVE JPMorgan International Value ETF 3.6 55 -15 8.1 +2.6
IWD iShares Russell 1000 Value ETF 3.5 19 21 5.2 -0.3
EPS WisdomTree U.S. LargeCap Fund 3.5 8 32 4.6 -0.9
AIVC Amplify Bloomberg AI Value Chain ETF 3.5 59 -19 3.0 -2.6
VONV Vanguard Russell 1000 Value ETF 3.5 7 33 5.4 -0.2
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 15 6.0 +0.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.5 35 5 3.2 -2.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.5 49 -9 7.0 +1.4
DAK Dakota Active Equity ETF 3.5 43 -3 3.6 -1.9
VTV Vanguard Value ETF 3.5 4 36 5.7 +0.2
TEXN iShares Texas Equity ETF 3.5 20 20 4.8 -0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.5 75 -35 1.6 -4.0
FTC First Trust Large Cap Growth AlphaDEX Fund 3.4 59 -19 1.7 -3.9
FTEC Fidelity MSCI Information Technology Index ETF 3.4 8 32 2.8 -2.8
DIVS SmartETFs Dividend Builder ETF 3.4 65 -25 4.4 -1.1
FLV American Century Focused Large Cap Value ETF 3.4 42 -2 6.0 +0.5
DFVX Dimensional US Large Cap Vector ETF 3.4 22 18 5.1 -0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.4 12 28 5.3 -0.2
BLCR iShares Large Cap Core Active ETF 3.3 36 4 2.7 -2.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.3 15 25 2.9 -2.7
OEI Optimized Equity Income ETF 3.3 75 -35 3.5 -2.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.3 18 22 5.5 -0.0
AVLV Avantis U.S. Large Cap Value ETF 3.3 15 25 5.6 +0.1
NBDS Neuberger Berman Disrupters ETF 3.3 55 -15 0.6 -4.9
IXN iShares Global Tech ETF 3.3 41 -1 2.4 -3.1
LOWV AB US Low Volatility Equity ETF 3.3 48 -8 4.3 -1.2
MFVL Motley Fool Value Factor ETF 3.2 50 -10 5.7 +0.2
VFVA Vanguard U.S. Value Factor ETF 3.2 13 27 9.3 +3.8
VGT Vanguard Information Technology ETF 3.2 9 31 22.9 +17.4
ILCV iShares Morningstar Value ETF 3.2 4 36 5.3 -0.3
FTA First Trust Large Cap Value AlphaDEX Fund 3.2 59 -19 7.6 +2.1
DSTL Distillate US Fundamental Stability & Value ETF 3.2 39 1 7.7 +2.2
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 4.2 -1.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.2 12 28 5.7 +0.2
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.2 19 21 5.0 -0.6
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.6 +0.1
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.3 -1.2
FEX First Trust Large Cap Core AlphaDEX Fund 3.1 59 -19 4.8 -0.7
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 25 6.4 +0.8
LST Leuthold Select Industries ETF 3.0 91 -51 4.6 -0.9
NETZ TCW Transform Systems ETF 3.0 75 -35 1.3 -4.2
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 5.6 +0.1
IQM Franklin Intelligent Machines ETF 3.0 50 -10 0.9 -4.6
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 3.8 -1.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 36 5.6 +0.1
USXF iShares ESG Advanced MSCI USA ETF 2.9 10 30 3.6 -1.9
EBI Longview Advantage ETF 2.9 35 5 5.8 +0.3
IVE iShares S&P 500 Value ETF 2.9 18 22 5.5 -0.1
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -5 4.5 -1.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.9 35 5 7.0 +1.5
VOOV Vanguard S&P 500 Value ETF 2.9 7 33 5.6 +0.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.9 38 2 6.9 +1.4
BGDV Bahl & Gaynor Dividend ETF 2.9 45 -5 3.9 -1.7
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 31 4.0 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.9 24 16 7.0 +1.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.9 45 -5 1.6 -3.9
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 22 4.3 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 2.8 15 25 5.6 +0.1
IUSV iShares Core S&P US Value ETF 2.8 4 36 5.7 +0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.8 8 32 4.2 -1.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.4 -1.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.8 60 -20 4.6 -0.9
SNSR Global X Internet of Things ETF 2.8 68 -28 2.9 -2.6
QLC FlexShares US Quality Large Cap Index Fund 2.8 25 15 4.4 -1.1
EMOT First Trust S&P 500 Economic Moat ETF 2.8 60 -20 7.7 +2.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -25 7.0 +1.5
FFND Future Fund Active ETF 2.7 100 -60 4.2 -1.3
FMKT The Free Markets ETF 2.7 76 -36 4.0 -1.5
MAVF Matrix Advisors Value ETF 2.7 75 -35 4.7 -0.8
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 5.2 -0.3
CAML Congress Large Cap Growth ETF 2.7 66 -26 2.3 -3.2
AVSU Avantis Responsible U.S. Equity ETF 2.7 15 25 4.8 -0.8
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.2 -2.4
SSPY Syntax Stratified LargeCap ETF 2.7 30 10 6.0 +0.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.7 49 -9 2.7 -2.8
LRGC AB US Large Cap Strategic Equities ETF 2.7 48 -8 3.7 -1.8
AFLG First Trust Active Factor Large Cap ETF 2.6 55 -15 4.9 -0.7
VBK Vanguard Small-Cap Growth ETF 2.6 7 33 1.2 -4.3
TMAT Main Thematic Innovation ETF 2.6 164 -124 -1.9 -7.4
TMFX Motley Fool Next Index ETF 2.6 50 -10 2.9 -2.6
LRND IQ U.S. Large Cap R&D Leaders ETF 2.6 14 26 3.7 -1.8
AKAF The Frontier Economic Fund 2.6 20 20 5.1 -0.4
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 2.4 -3.1
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 4.2 -1.3
LRGF iShares U.S. Equity Factor ETF 2.6 8 32 4.5 -1.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.6 75 -35 3.0 -2.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.5 60 -20 9.1 +3.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.5 49 -9 4.3 -1.2
VFMF Vanguard U.S. Multifactor ETF 2.5 18 22 6.5 +1.0
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 28 4.8 -0.7
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 8.9 +3.4
ALTL Pacer Lunt Large Cap Alternator ETF 2.5 60 -20 4.3 -1.2
TOPC iShares S&P 500 3% Capped ETF 2.5 15 25 4.2 -1.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -35 2.1 -3.5
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.6 -0.9
GXPT Global X PureCap MSCI Information Technology ETF 2.5 25 15 3.0 -2.6
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 -35 1.8 -3.8
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 5 3.1 -2.4
SDY State Street SPDR S&P Dividend ETF 2.5 35 5 6.1 +0.6
KRMA Global X Conscious Companies ETF 2.5 43 -3 4.9 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -50 3.0 -2.6
SFTY Horizon Managed Risk ETF 2.4 77 -37 3.4 -2.2
STOX Horizon Core Equity ETF 2.4 70 -30 3.5 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 3.9 -1.7
FBCV Fidelity Blue Chip Value ETF 2.4 59 -19 5.7 +0.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.4 49 -9 3.6 -1.9
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 6.3 +0.8
AGRW Allspring LT Large Growth ETF 2.4 35 5 3.2 -2.4
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.5 -0.0
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.0 -1.5
IMCG iShares Morningstar Mid-Cap Growth ETF 2.4 6 34 3.2 -2.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.4 25 15 4.0 -1.5
VIG Vanguard Dividend Appreciation ETF 2.4 5 35 4.8 -0.7
COLO Global X MSCI Colombia ETF 2.4 62 -22 15.8 +10.3
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 31 3.8 -1.7
ADME Aptus Drawdown Managed Equity ETF 2.4 79 -39 3.2 -2.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -18 5.0 -0.5
FQAL Fidelity Quality Factor ETF 2.4 15 25 4.7 -0.8
QDEF FlexShares Quality Dividend Defensive Index Fund 2.4 37 3 5.3 -0.2
MODL VictoryShares WestEnd U.S. Sector ETF 2.3 42 -2 3.9 -1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 30 4.1 -1.4
DEMZ Democratic Large Cap Core ETF 2.3 45 -5 3.7 -1.8
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 25 4.1 -1.5
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.0 -1.5
RAYD Rayliant Quantitative Developed Market Equity ETF 2.3 80 -40 3.6 -1.9
CHAT Roundhill Generative AI & Technology ETF 2.3 75 -35 3.5 -2.0
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.3 65 -25 1.2 -4.3
IWL iShares Russell Top 200 ETF 2.3 15 25 3.7 -1.8
FDTX Fidelity Disruptive Technology ETF 2.3 50 -10 1.4 -4.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.3 60 -20 6.1 +0.6
COWS Amplify Cash Flow Dividend Leaders ETF 2.3 0 40 7.3 +1.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 33 5.1 -0.4
INRO iShares U.S. Industry Rotation Active ETF 2.3 42 -2 3.4 -2.1
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 3.8 -1.7
GSPY Gotham Enhanced 500 ETF 2.2 50 -10 4.3 -1.3
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -15 4.0 -1.5
HDUS Hartford Disciplined US Equity ETF 2.2 19 21 4.6 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 4.2 -1.3
VOT Vanguard Mid-Cap Growth ETF 2.2 7 33 3.0 -2.6
QUVU Hartford Quality Value ETF 2.2 46 -6 5.6 +0.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 3.9 -1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.2 20 20 3.8 -1.7
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.2 45 -5 4.1 -1.4
OEF iShares S&P 100 ETF 2.2 20 20 3.7 -1.8
RVRB Reverb ETF 2.2 30 10 3.9 -1.6
SFGV Sequoia Global Value ETF 2.2 23 17 7.0 +1.5
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 31 5.1 -0.4
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 4.2 -1.4
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 3.9 -1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 31 4.2 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 31 3.9 -1.6
XITK State Street SPDR FactSet Innovative Technology ETF 2.1 45 -5 0.0 -5.5
QLV FlexShares US Quality Low Volatility Index Fund 2.1 22 18 5.0 -0.5
GXLC Global X U.S. 500 ETF 2.1 2 38 4.0 -1.6
SIZE iShares MSCI USA Size Factor ETF 2.1 15 25 5.4 -0.2
DSI iShares MSCI KLD 400 Social ETF 2.1 25 15 4.0 -1.6
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.1 45 -5 -1.3 -6.8
MGC Vanguard Mega Cap ETF 2.1 7 33 3.8 -1.8
CHRI Global X S&P 500 Christian Values ETF 2.1 29 11 3.8 -1.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 40 4.0 -1.5
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.0 -1.6
IVV iShares Core S&P 500 ETF 2.1 3 37 4.1 -1.4
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 38 4.3 -1.2
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 3.8 -1.7
SPY SPDR S&P 500 ETF 2.1 9 31 4.0 -1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 20 4.1 -1.4
PTL Inspire 500 ETF 2.1 9 31 4.3 -1.3
AVUS Avantis U.S. Equity ETF 2.1 15 25 4.6 -0.9
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 1.4 -4.1
VOO Vanguard S&P 500 ETF 2.1 3 37 4.1 -1.4
DGT State Street SPDR Global Dow ETF 2.1 50 -10 5.5 0.0
ESGU iShares ESG Aware MSCI USA ETF 2.1 15 25 4.0 -1.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 2.1 64 -24 1.2 -4.3
VOTE TCW Transform 500 ETF 2.1 5 35 4.0 -1.6
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -10 3.4 -2.1
IWB iShares Russell 1000 ETF 2.1 15 25 4.0 -1.5
STRV Strive 500 ETF 2.1 5 35 4.0 -1.6
CGUS Capital Group Core Equity ETF 2.1 33 7 3.5 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.1 25 15 10.9 +5.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 1.0 -4.5
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.1 -1.4
SFY SoFi Select 500 ETF 2.0 0 40 3.6 -2.0
FVD First Trust Value Line Dividend Index Fund 2.0 65 -25 5.8 +0.3
ENHU iShares Enhanced Large Cap Core Active ETF 2.0 22 18 4.0 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 26 4.0 -1.5
DIA SPDR Dow Jones Industrial Average ETF 2.0 16 24 4.6 -0.9
BFOR ALPS Barron's 400 ETF 2.0 65 -25 4.9 -0.6
TMFC Motley Fool 100 Index ETF 2.0 50 -10 2.9 -2.7
IYY iShares Dow Jones U.S. ETF 2.0 20 20 3.9 -1.6
ARTY iShares Future AI & Tech ETF 2.0 47 -7 2.1 -3.4
AQLT iShares MSCI Global Quality Factor ETF 2.0 18 22 0.0 -5.5
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -59 2.7 -2.9
DFUS Dimensional U.S. Equity ETF 2.0 9 31 3.9 -1.6
FLDZ RiverNorth Patriot ETF 2.0 75 -35 5.6 +0.1
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 17 5.3 -0.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 1.5 -4.0
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 33 4.0 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 29 4.0 -1.5
CFA VictoryShares US 500 Volatility Wtd ETF 2.0 35 5 5.3 -0.3
JHML John Hancock Multifactor Large Cap ETF 2.0 29 11 4.3 -1.2
RND First Trust Bloomberg R&D Leaders ETF 2.0 60 -20 2.4 -3.1
AIS VistaShares Artificial Intelligence Supercycle ETF 2.0 75 -35 0.7 -4.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 5.1 -0.4
YALL God Bless America ETF 2.0 65 -25 4.3 -1.2
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.0 40 0 5.2 -0.3
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 28 6.5 +1.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 2.0 12 28 3.5 -2.0
IWV iShares Russell 3000 ETF 2.0 20 20 3.9 -1.6
MBOX Freedom Day Dividend ETF 2.0 39 1 6.6 +1.1
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 -9 4.0 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 5.4 -0.2
VV Vanguard Large-Cap ETF 1.9 4 36 4.0 -1.5
PBUS Invesco MSCI USA ETF 1.9 4 36 4.1 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 3.2 -2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.0 -1.5
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.0 -1.5
SCHM Schwab U.S. Mid-Cap ETF 1.9 4 36 5.6 +0.1
YOKE Yoke Core ETF 1.9 42 -2 3.5 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.0 -1.5
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 37 4.2 -1.3
RAUS RACWI US ETF 1.9 15 25 4.0 -1.5
FTGS First Trust Growth Strength ETF 1.9 60 -20 3.6 -2.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.9 45 -5 3.4 -2.1
ARKQ ARK Autonomous Technology & Robotics ETF 1.9 75 -35 0.8 -4.7
SUSA iShares MSCI USA ESG Select ETF 1.9 25 15 3.9 -1.7
XOEF iShares S&P 500 ex S&P 100 ETF 1.9 20 20 4.6 -1.0
DCOR Dimensional US Core Equity 1 ETF 1.9 14 26 4.5 -1.1
OAIM OneAscent International Equity ETF 1.9 95 -55 4.4 -1.1
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 4.2 -1.4
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.9 59 -19 8.2 +2.7
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 3.2 -2.3
YNOT Horizon Digital Frontier ETF 1.9 75 -35 2.3 -3.2
TRFM AAM Transformers ETF 1.9 49 -9 0.9 -4.6
USEW Cambria US EW ETF 1.9 30 10 4.0 -1.5
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.0 -1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 20 4.6 -0.9
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 3.5 -2.1
AIEQ AI Powered Equity ETF 1.8 75 -35 3.5 -2.0
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 19 2.7 -2.8
BDIV AAM Brentview Dividend Growth ETF 1.8 49 -9 3.6 -1.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 23 4.5 -1.0
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.1 -1.4
SRVR Pacer Data & Infrastructure Real Estate ETF 1.8 55 -15 3.6 -1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 3.8 -1.7
SMMD iShares Russell 2500 ETF 1.7 15 25 5.3 -0.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.7 58 -18 3.2 -2.3
QUAL iShares MSCI USA Quality Factor ETF 1.7 15 25 4.3 -1.2
WRND IQ Global Equity R&D Leaders ETF 1.7 18 22 3.8 -1.7
APUE ActivePassive U.S. Equity ETF 1.7 45 -5 3.8 -1.7
SYLD Cambria Shareholder Yield ETF 1.7 59 -19 10.3 +4.8
SCHK Schwab 1000 Index ETF 1.7 5 35 4.1 -1.4
HGRO Hedgeye Quality Growth ETF 1.7 70 -30 3.2 -2.3
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.7 60 -20 4.3 -1.3
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -29 3.6 -2.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 15 4.8 -0.8
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 -9 4.7 -0.8
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.1 -1.4
RECS Columbia Research Enhanced Core ETF 1.7 15 25 5.2 -0.3
LGCF Themes US Cash Flow Champions ETF 1.7 30 10 7.2 +1.7
FEGE First Eagle Global Equity ETF 1.7 79 -39 5.9 +0.4
GINN Goldman Sachs Innovate Equity ETF 1.6 52 -12 3.6 -2.0
WDIV SPDR S&P Global Dividend ETF 1.6 40 0 9.0 +3.5
TOK iShares MSCI Kokusai ETF 1.6 26 14 4.2 -1.4
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 11 3.7 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 31 4.3 -1.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.6 30 10 3.5 -2.0
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 27 1.6 -3.9
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 4.9 -0.6
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 8.7 +3.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.6 67 -27 8.6 +3.1
XT iShares Exponential Technologies ETF 1.6 46 -6 3.7 -1.9
DEW WisdomTree Global High Dividend Fund 1.6 58 -18 7.2 +1.7
TTAC FCF US Quality ETF 1.6 59 -19 5.6 +0.1
GLOF iShares Global Equity Factor ETF 1.6 20 20 5.4 -0.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 28 4.3 -1.2
ICAP InfraCap Equity Income Fund ETF 1.6 171 -131 4.3 -1.2
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.3 +0.8
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 22 4.5 -1.0
DEUS Xtrackers Russell US Multifactor ETF 1.6 17 23 6.4 +0.9
FDWM Fidelity Women's Leadership ETF 1.5 59 -19 3.8 -1.7
FLRG Fidelity U.S. Multifactor ETF 1.5 15 25 5.7 +0.2
URTH iShares MSCI World ETF 1.5 24 16 4.2 -1.3
BUYZ Franklin Disruptive Commerce ETF 1.5 50 -10 2.4 -3.1
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 4.2 -1.3
AESR Anfield U.S. Equity Sector Rotation ETF 1.5 108 -68 2.7 -2.8
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 5.8 +0.3
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 2 3.7 -1.8
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 4.8 -0.7
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 9 31 4.9 -0.7
PWB Invesco Large Cap Growth ETF 1.5 56 -16 1.8 -3.7
MTUM iShares MSCI USA Momentum Factor ETF 1.4 15 25 2.2 -3.3
MNZL Manzil Russell Halal USA Broad MarketETF 1.4 40 0 3.6 -1.9
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 15 5.5 -0.0
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.4 20 20 0.7 -4.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -35 2.8 -2.7
WISE Themes Generative Artificial Intelligence ETF 1.4 35 5 -0.4 -5.9
VOOG Vanguard S&P 500 Growth ETF 1.4 7 33 17.7 +12.2
IVW iShares S&P 500 Growth ETF 1.4 18 22 2.8 -2.7
JAVA JPMorgan Active Value ETF 1.4 44 -4 5.4 -0.1
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 2.9 -2.6
BLCV iShares Large Cap Value Active ETF 1.4 53 -13 6.2 +0.7
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 5.1 -0.4
VUSV Vanguard Wellington U.S. Value Active ETF 1.4 30 10 5.6 +0.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.4 18 22 2.9 -2.7
MOAT VanEck Morningstar Wide Moat ETF 1.4 46 -6 5.5 -0.0
ACWI iShares MSCI ACWI ETF 1.3 32 8 4.5 -1.0
CGGO Capital Group Global Growth Equity ETF 1.3 47 -7 3.8 -1.7
FFOG Franklin Focused Growth ETF 1.3 61 -21 1.4 -4.1
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 36 3.0 -2.6
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.3 20 20 5.8 +0.3
QTUM Defiance Quantum ETF 1.3 40 0 3.2 -2.3
DXUV Dimensional US Vector Equity ETF 1.3 28 12 5.1 -0.4
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 36 5.1 -0.4
JGRW Jensen Quality Growth ETF 1.3 57 -17 4.0 -1.6
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.3 59 -19 4.2 -1.3
BAI iShares AI Innovation and Tech Active ETF 1.2 55 -15 0.8 -4.7
VT Vanguard Total World Stock ETF 1.2 6 34 4.9 -0.7
JGRO JPMorgan Active Growth ETF 1.2 44 -4 2.3 -3.2
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 27 5.4 -0.1
VB Vanguard Small-Cap ETF 1.2 5 35 5.1 -0.4
AVMC Avantis U.S. Mid Cap Equity ETF 1.2 18 22 5.9 +0.4
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 4.4 -1.1
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 5.7 +0.2
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.2 49 -9 7.9 +2.4
RGEF Rockefeller Global Equity ETF 1.2 55 -15 3.7 -1.8
OPTZ Optimize Strategy Index ETF 1.2 50 -10 3.2 -2.3
GURU Global X Guru Index ETF 1.2 75 -35 2.3 -3.2
IWS iShares Russell Mid-Cap Value ETF 1.2 23 17 5.9 +0.4
FVAL Fidelity Value Factor ETF 1.2 15 25 5.7 +0.2
GEW Cambria Global EW ETF 1.2 29 11 5.3 -0.2
IOO iShares Global 100 ETF 1.2 41 -1 3.7 -1.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.2 18 22 3.2 -2.4
VO Vanguard Mid-Cap ETF 1.1 4 36 20.6 +15.1
TRUT VanEck Technology TruSector ETF 1.1 13 27 3.4 -2.1
SRHQ SRH U.S. Quality ETF 1.1 35 5 6.2 +0.7
IWR iShares Russell Midcap ETF 1.1 19 21 5.2 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 4.7 -0.8
ACEP ARS Core Equity ETF 1.1 45 -5 3.9 -1.6
FFOX FundX Future Fund Opportunities ETF 1.1 100 -60 2.5 -3.1
PSET Principal Quality ETF 1.1 15 25 4.8 -0.7
STXG Strive 1000 Growth ETF 1.1 18 22 3.1 -2.4
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 3.4 -2.1
DUHP Dimensional US High Profitability ETF 1.1 21 19 5.0 -0.5
NIXT Research Affiliates Deletions ETF 1.0 9 31 6.5 +0.9
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -15 3.5 -2.0
WCEO Hypatia Women CEO ETF 1.0 85 -45 4.6 -0.9
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 16.2 +10.7
ILCG iShares Morningstar Growth ETF 1.0 4 36 2.9 -2.6
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 5.4 -0.1
AVUQ Avantis U.S. Quality ETF 1.0 15 25 3.5 -2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 25 5.0 -0.5
TAX Cambria Tax Aware ETF 1.0 49 -9 4.0 -1.6
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 3.4 -2.1
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 -10 3.4 -2.1
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.0 29 11 6.9 +1.4
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.1 -1.5
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 28 3.3 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 5.3 -0.2
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 17 2.8 -2.8
RFFC ALPS Active Equity Opportunity ETF 0.9 48 -8 3.6 -2.0
VUG Vanguard Growth ETF 0.9 4 36 19.4 +13.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.9 52 -12 4.8 -0.7
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 12 2.7 -2.8
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 9.6 +4.1
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 10 3.9 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -2 3.9 -1.6
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 4.1 -1.5
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 7.4 +1.9
ETHO Etho Climate Leadership U.S. ETF 0.9 47 -7 4.1 -1.4
ULVM VictoryShares US Value Momentum ETF 0.9 20 20 6.0 +0.5
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -5 4.3 -1.2
GVLU Gotham 1000 Value ETF 0.8 50 -10 8.2 +2.7
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -20 7.8 +2.3
SFYF SoFi Social 50 ETF 0.8 29 11 0.7 -4.8
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -31 -0.6 -6.1
XLSR State Street US Sector Rotation ETF 0.8 70 -30 4.1 -1.4
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.4 -1.1
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 36 5.5 -0.0
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 5 9.0 +3.4
SIXL ETC 6 Meridian Low Beta Equity ETF 0.8 80 -40 6.1 +0.6
VUSE Vident U.S. Equity Strategy ETF 0.8 50 -10 3.6 -2.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.8 6 34 2.7 -2.9
MFIG Motley Fool Innovative Growth Factor ETF 0.8 50 -10 2.6 -2.9
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.7 49 -9 7.9 +2.3
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 4 2.9 -2.6
JADE JPMorgan Active Developing Markets Equity ETF 0.7 65 -25 5.7 +0.1
JIG JPMorgan International Growth ETF 0.7 55 -15 3.4 -2.1
VXF Vanguard Extended Market ETF 0.7 5 35 3.6 -1.9
JEPI JPMorgan Equity Premium Income ETF 0.7 35 5 5.1 -0.4
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 4.2 -1.3
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 3.4 -2.1
BLES Inspire Global Hope ETF 0.7 61 -21 5.6 +0.1
IWF iShares Russell 1000 Growth ETF 0.7 19 21 13.7 +8.2
JGLO JPMorgan Global Select Equity ETF 0.7 33 7 4.2 -1.3
VONG Vanguard Russell 1000 Growth ETF 0.7 7 33 3.4 -2.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 2 8.1 +2.5
CVAR Cultivar ETF 0.7 87 -47 7.1 +1.6
LCF Touchstone US Large Cap Focused ETF 0.7 69 -29 3.6 -2.0
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -45 3.5 -2.0
GINX SGI Enhanced Global Income ETF 0.6 98 -58 6.6 +1.1
MAGA Point Bridge America First ETF 0.6 72 -32 5.2 -0.3
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 30 3.5 -2.1
EQL Alps Equal Sector Weight ETF 0.6 25 15 5.0 -0.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 25 4.8 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 25 6.0 +0.5
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 -2 6.5 +1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.0 -3.6
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 3.4 -2.1
STXM Strive Mid-Cap ETF 0.5 18 22 5.8 +0.3
GQI Natixis Gateway Quality Income ETF 0.5 34 6 4.5 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 3.7 -1.8
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 7.8 +2.3
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -3.4 -8.9
JSTC Adasina Social Justice All Cap Global ETF 0.5 89 -49 4.2 -1.3
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 6.8 +1.3
STXD Strive 1000 Dividend Growth ETF 0.5 35 5 4.3 -1.2
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 15 6.0 +0.5
RCGE RockCreek Global Equality ETF 0.4 95 -55 6.1 +0.6
FDVV Fidelity High Dividend ETF 0.4 15 25 6.6 +1.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 23 4.8 -0.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.4 20 20 8.5 +3.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 5.2 -0.3
LVHI Franklin International Low Volatility High Dividend Index ET 0.4 40 0 7.6 +2.1
FFF Founders 100 ETF 0.4 75 -35 2.3 -3.2
ISCB iShares Morningstar Small-Cap ETF 0.4 4 36 5.3 -0.2
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 10 30 3.6 -1.9
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.4 15 25 3.6 -1.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 22 3.6 -1.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 10 7.6 +2.1
XJR iShares ESG Screened S&P Small-Cap ETF 0.4 12 28 6.1 +0.5
AOTG AOT Growth and Innovation ETF 0.4 75 -35 1.1 -4.4
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -25 4.8 -0.7
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 4.8 -0.7
EES WisdomTree U.S. SmallCap Fund 0.3 38 2 7.8 +2.3
WSML iShares MSCI World Small-Cap ETF 0.3 15 25 5.2 -0.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 36 3.2 -2.3
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 2.1 -3.4
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 37 6.3 +0.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 33 6.1 +0.6
IJR iShares Core S&P Small Cap ETF 0.3 6 34 6.2 +0.7
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.7 -1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 16 5.8 +0.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 7.7 +2.2
FDMO Fidelity Momentum Factor ETF 0.3 15 25 2.3 -3.2
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.5 -1.0
ISMD Inspire Small/Mid Cap ETF 0.3 54 -14 4.9 -0.6
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 25 8.8 +3.3
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 22 8.7 +3.2
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 30 8.8 +3.3
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 7 6.3 +0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 -3 4.7 -0.8
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 0 5.9 +0.4
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 6.6 +1.1
VOE Vanguard Mid-Cap Value ETF 0.2 7 33 6.7 +1.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.2 -3.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 20 7.3 +1.8
WSGE Warren Street Global Equity ETF 0.2 80 -40 2.8 -2.8
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 31 3.6 -1.9
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 -2 5.9 +0.4
STXK Strive Small-Cap ETF 0.2 18 22 5.1 -0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -55 -0.6 -6.1
AVIV Avantis International Large Cap Value ETF 0.2 25 15 6.8 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 -20 6.1 +0.6
DFAS Dimensional U.S. Small Cap ETF 0.2 26 14 5.5 -0.1
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 34 6.9 +1.4
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 15 4.6 -0.9
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -12 6.6 +1.1
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -19 2.0 -3.5
NUSC Nuveen ESG Small-Cap ETF 0.1 31 9 4.8 -0.8
SCHA Schwab U.S. Small-Cap ETF 0.1 4 36 4.2 -1.3
ALRG Allspring LT Large Core ETF 0.1 28 12 3.4 -2.1
VBR Vanguard Small Cap Value ETF 0.1 7 33 7.8 +2.3
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 0 3.5 -2.0
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.3 +1.8
AVDE Avantis International Equity ETF 0.1 23 17 6.1 +0.5
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 1.8 -3.7
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 34 7.7 +2.2
AVSD Avantis Responsible International Equity ETF 0.1 23 17 5.8 +0.3
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 20 7.2 +1.6
IEUR iShares Core MSCI Europe ETF 0.1 11 29 6.3 +0.7
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 5.9 +0.4
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 8.7 +3.2
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 5.9 +0.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 6.3 +0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 5.6 +0.1
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 6.5 +1.0

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%.

Content on this tab for subscribers only**

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

Content on this tab for subscribers only

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 2.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.57
 
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.