iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.9% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.2x 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) $581
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 22
Wgt avg mkt cap (mns) $124,258
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 12.0 %
VERIZON COMMUNICATIONS INC 11.7 %
AST SPACEMOBILE, INC. CLASS A 5.9 %
CIENA CORP 5.1 %
LUMENTUM HOLDINGS INC 4.7 %
ARISTA NETWORKS, INC. 4.0 %
T-MOBILE US, INC. 3.5 %
ROKU, INC. CLASS A 3.5 %
COMCAST CORP-CL A 3.5 %
Total 73.0 %

TOP COUNTRY EXPOSURE
UNITED STATES 86.4 %
LUXEMBOURG 3.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
23.8% 29.8% 6.5% 3.3% 0.4%

Market Correlations
versus... Beta R-squared
S&P500 0.81 46%
MSCI EAFE 0.43 17%
MSCI Emg. Mkts. 0.28 8%

Technical Indicators
Recent close $31.90
30d moving avg. $32.59
Annualized volatility 15.3%
Short interest (ETF) 3.2%
Short interest (Underlying) 3.2%
Relative strength (RSI) 50

Liquidity measures
Avg. volume (thou.) 869
Turnover 4.8%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 663 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™: 6.9%


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 State Street SPDR S&P Telecom ETF 37.3 35 5 1.6 -5.3
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 21.5 40 0 5.9 -1.0
FCOM Fidelity MSCI Communication Services Index ETF 20.4 8 32 4.8 -2.1
XLC The Communication Services Select Sector SPDR Fund 18.4 8 32 5.7 -1.2
KNCT Invesco Next Gen Connectivity ETF 18.2 40 0 4.6 -2.3
SIXG Defiance Connective Technologies ETF 16.4 30 10 3.9 -3.0
VOX Vanguard Communication Services ETF 15.8 9 31 4.9 -2.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 7.8 +0.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 14.6 5 35 8.2 +1.3
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.5 80 -40 6.9 -0.0
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.3 15 25 6.7 -0.2
VLUE iShares MSCI USA Value Factor ETF 12.1 15 25 9.0 +2.1
PWV Invesco Large Cap Value ETF 12.0 55 -15 7.6 +0.7
TRFK Pacer Data and Digital Revolution ETF 12.0 60 -20 2.8 -4.1
IXP iShares Global Comm Services ETF 12.0 42 -2 5.9 -1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.9 50 -10 5.6 -1.3
XPND First Trust Expanded Technology ETF 11.4 65 -25 3.7 -3.2
FDN First Trust Dow Jones Internet Index Fund 10.6 52 -12 3.3 -3.6
FDND FT Vest Dow Jones Internet & Target Income ETF 10.6 75 -35 3.1 -3.8
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 10.5 41 -1 5.4 -1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.4 47 -7 5.7 -1.3
UDI USCF Dividend Income Fund 10.4 65 -25 8.4 +1.5
UFO Procure Space ETF 10.4 75 -35 0.2 -6.7
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.6 -0.3
AUSF Global X Adaptive U.S. Factor ETF 9.9 27 13 9.3 +2.3
MDLV Morgan Dempsey Large Cap Value ETF 9.7 58 -18 7.4 +0.5
GXPC Global X PureCap MSCI Communication Services ETF 9.7 25 15 5.0 -2.0
FDCF Fidelity Disruptive Communications ETF 9.6 50 -10 4.2 -2.7
DIVN Horizon Dividend Income ETF 9.6 70 -30 8.0 +1.1
FDL First Trust Morningstar Dividend Leaders Index Fund 9.5 45 -5 10.9 +4.0
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.5 15 25 9.1 +2.2
SDOG ALPS Sector Dividend Dogs ETF 9.2 36 4 9.8 +2.8
DIVB iShares Core Dividend ETF 8.9 5 35 8.4 +1.4
RAFE PIMCO RAFI ESG U.S. ETF 8.9 29 11 7.0 +0.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 8.8 29 11 6.9 +0.0
BRIF FIS Bright Portfolios Focused Equity ETF 8.8 65 -25 4.6 -2.3
NXTG First Trust Indxx NextG ETF 8.3 70 -30 4.9 -2.0
ARB AltShares Merger Arbitrage ETF 8.2 77 -37 4.0 -3.0
ITAN Sparkline Intangible Value ETF 8.1 50 -10 6.6 -0.3
SPRX Spear Alpha ETF 8.1 75 -35 0.9 -6.0
EQIN Columbia US Equity Income ETF 8.1 35 5 6.8 -0.1
TBG TBG Dividend Focus ETF 8.1 59 -19 7.9 +1.0
SCHD Schwab US Dividend Equity ETF 8.1 6 34 10.2 +3.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.0 48 -8 6.3 -0.6
CIBR First Trust NASDAQ Cybersecurity ETF 7.9 60 -20 4.1 -2.8
EQAL Invesco Russell 1000 Equal Weight ETF 7.9 20 20 7.2 +0.3
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.7 -1.3
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.7 75 -35 5.0 -1.9
QVAL Alpha Architect US Quantitative Value ETF 7.7 39 1 9.8 +2.9
REVS Columbia Research Enhanced Value ETF 7.6 19 21 7.9 +1.0
CHPX Global X AI Semiconductor & Quantum ETF 7.4 50 -10 3.1 -3.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 7.5 +0.6
VEGN US Vegan Climate ETF 7.2 60 -20 4.5 -2.4
COWZ Pacer US Cash Cows 100 ETF 7.1 49 -9 8.7 +1.8
CRTC Xtrackers US National Critical Technologies ETF 7.1 35 5 4.7 -2.2
OALC OneAscent Large Cap Core ETF 7.1 86 -46 4.1 -2.8
USMF WisdomTree U.S. Multifactor Fund 7.0 28 12 7.4 +0.5
HDV iShares Core High Dividend ETF 7.0 8 32 7.2 +0.3
USMV iShares MSCI USA Min Vol Factor ETF 7.0 15 25 5.8 -1.1
VFMV Vanguard U.S. Minimum Volatility ETF 6.8 13 27 5.9 -1.0
DIVY Sound Equity Dividend Income ETF 6.7 45 -5 10.1 +3.2
SPDV AAM S&P 500 High Dividend Value ETF 6.6 29 11 12.1 +5.2
FDLO Fidelity Low Volatility Factor ETF 6.6 15 25 5.5 -1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.6 30 10 4.4 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.5 60 -20 5.1 -1.8
SRHQ SRH U.S. Quality ETF 6.5 35 5 7.6 +0.7
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 10.2 +3.2
IVES Wedbush ETFMG Global Cloud Technology ETF 6.5 68 -28 5.8 -1.1
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.5 60 -20 3.0 -4.0
EDOW First Trust Dow 30 Equal Weight ETF 6.4 50 -10 5.5 -1.5
DARP Grizzle Growth ETF 6.4 75 -35 2.7 -4.2
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.4 18 22 5.9 -1.0
FLQL Franklin LibertyQ U.S. Equity ETF 6.2 15 25 5.4 -1.5
ACVF American Conservative Values ETF 6.2 75 -35 4.3 -2.6
LOUP Innovator Deepwater Frontier Tech ETF 6.2 70 -30 1.2 -5.7
ACSI American Customer Satisfaction ETF 6.1 65 -25 5.5 -1.4
USRD Themes US R&D Champions ETF 6.0 29 11 4.7 -2.2
DSTL Distillate US Fundamental Stability & Value ETF 5.9 39 1 8.8 +1.9
SKYY First Trust Cloud Computing ETF 5.9 60 -20 2.9 -4.0
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.7 -0.2
VALQ American Century U.S. Quality Value ETF 5.9 29 11 8.0 +1.1
DFUV Dimensional US Marketwide Value ETF 5.8 22 18 7.5 +0.6
AVLV Avantis U.S. Large Cap Value ETF 5.8 15 25 7.9 +1.0
DFLV Dimensional US Large Cap Value ETF 5.8 22 18 7.7 +0.8
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -1.1 -8.0
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 7.9 +1.0
SHRY First Trust Bloomberg Shareholder Yield ETF 5.7 60 -20 10.6 +3.7
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 8.9 +2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.3 -0.6
ROUS Hartford Multifactor US Equity ETF 5.6 19 21 7.0 +0.1
LYLD Cambria Large Cap Shareholder Yield ETF 5.6 59 -19 9.9 +3.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.6 45 -5 5.9 -1.0
GOP Unusual Whales Subversive Republican Trading ETF 5.5 50 -10 5.4 -1.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.5 60 -20 5.8 -1.2
CHGX AXS Change Finance ESG ETF 5.5 49 -9 5.2 -1.7
LVOL American Century Low Volatility ETF 5.5 29 11 5.0 -1.9
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.5 70 -30 5.1 -1.9
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 10.4 +3.5
WFH Direxion Work From Home ETF 5.5 45 -5 3.7 -3.2
SGRT SMART Earnings Growth 30 ETF 5.4 59 -19 1.5 -5.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.4 15 25 4.1 -2.8
ROE Astoria US Quality Kings ETF 5.4 49 -9 6.9 -0.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.3 19 21 5.5 -1.5
FPAG FPA Global Equity ETF 5.3 49 -9 5.8 -1.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.3 35 5 7.9 +1.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.3 20 20 6.0 -0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.3 38 2 7.8 +0.9
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 18 5.8 -1.1
CAML Congress Large Cap Growth ETF 5.1 66 -26 3.6 -3.3
ABEQ Absolute Select Value ETF 5.1 85 -45 4.8 -2.1
CZAR Themes Natural Monopoly ETF 5.0 35 5 5.7 -1.3
WOMN Impact Shares YWCA Women's Empowerment ETF 5.0 75 -35 5.6 -1.3
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 25 7.0 +0.1
FBCV Fidelity Blue Chip Value ETF 4.9 59 -19 7.5 +0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.9 19 21 6.4 -0.5
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.9 18 22 7.9 +1.0
BLCR iShares Large Cap Core Active ETF 4.9 36 4 3.5 -3.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 4.9 20 20 5.1 -1.8
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.8 49 -9 4.8 -2.1
GCOW Pacer Global Cash Cows Dividend ETF 4.8 60 -20 10.5 +3.6
WBIY WBI Power Factor High Dividend ETF 4.8 100 -60 14.0 +7.1
FELV Fidelity Enhanced Large Cap Value ETF 4.8 18 22 6.8 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.7 -1.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.7 15 25 4.9 -2.0
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 6.2 -0.7
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.9 -1.0
DLN WisdomTree U.S. LargeCap Dividend Fund 4.7 28 12 6.0 -0.9
DURA VanEck Durable High Dividend ETF 4.6 29 11 7.6 +0.7
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 28 9.1 +2.2
FLV American Century Focused Large Cap Value ETF 4.6 42 -2 6.9 0.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 11.7 +4.8
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 11 6.5 -0.4
BLCV iShares Large Cap Value Active ETF 4.3 53 -13 7.6 +0.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.3 15 25 5.7 -1.2
IWX iShares Russell Top 200 Value ETF 4.3 20 20 6.1 -0.8
XLK The Technology Select Sector SPDR Fund 4.3 8 32 4.3 -2.6
TOGA Tremblant Global ETF 4.3 69 -29 2.3 -4.6
LST Leuthold Select Industries ETF 4.3 91 -51 5.3 -1.6
STXV Strive 1000 Value ETF 4.2 18 22 8.3 +1.4
DIV Global X SuperDividend US ETF 4.2 45 -5 10.8 +3.9
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.2 12 28 7.5 +0.5
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 3.9 -3.0
TEXN iShares Texas Equity ETF 4.1 20 20 6.1 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.6 -0.3
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 12 6.4 -0.5
XDAT Franklin Exponential Data ETF 4.1 50 -10 2.3 -4.6
QTOP iShares Nasdaq Top 30 Stocks ETF 4.1 20 20 4.0 -2.9
BIBL Inspire 100 ETF 4.0 35 5 5.2 -1.7
SXQG ETC 6 Meridian Quality Growth ETF 4.0 100 -60 4.9 -2.0
STRN SMART Trend 25 ETF 4.0 59 -19 2.3 -4.7
AGIQ Sofi Agentic AI ETF 4.0 69 -29 1.8 -5.1
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 4.1 -2.8
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 27 3.0 -3.9
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 5.6 -1.4
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 7.0 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 4.2 -2.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.0 38 2 6.5 -0.4
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.8 -2.2
IUS Invesco RAFI Strategic US ETF 3.9 19 21 6.8 -0.1
ARKK ARK Innovation ETF 3.9 75 -35 -2.5 -9.4
ARTY iShares Future AI & Tech ETF 3.9 47 -7 3.5 -3.4
EPS WisdomTree U.S. LargeCap Fund 3.9 8 32 5.7 -1.2
EMOT First Trust S&P 500 Economic Moat ETF 3.9 60 -20 8.5 +1.6
MGV Vanguard Mega Cap Value ETF 3.8 7 33 6.5 -0.4
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.9 -1.0
IETC iShares U.S. Tech Independence Focused ETF 3.8 18 22 3.7 -3.2
PRXV Praxis Impact Large Cap Value ETF 3.8 36 4 6.8 -0.2
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 15 7.3 +0.4
AIEQ AI Powered Equity ETF 3.8 75 -35 4.9 -2.0
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 15 6.0 -1.0
FTGS First Trust Growth Strength ETF 3.7 60 -20 4.6 -2.3
PRF Invesco FTSE RAFI US 1000 ETF 3.7 39 1 6.8 -0.1
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 15 5.6 -1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 5.6 -1.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.7 60 -20 3.8 -3.1
DHS WisdomTree U.S. High Dividend Fund 3.7 38 2 8.3 +1.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.7 60 -20 6.7 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.7 50 -10 7.2 +0.3
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.4 -2.5
FTEC Fidelity MSCI Information Technology Index ETF 3.6 8 32 3.9 -3.0
QQQ Invesco QQQ Trust Series I 3.6 20 20 4.1 -2.8
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 4.2 -2.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.6 58 -18 4.5 -2.4
RJMG FT Raymond James Multicap Growth Equity ETF 3.6 85 -45 3.0 -3.9
FFLC Fidelity Fundamental Large Cap Core ETF 3.6 38 2 4.5 -2.4
SGLC SGI U.S. Large Cap Core ETF 3.6 85 -45 4.1 -2.8
FFND Future Fund Active ETF 3.6 100 -60 3.8 -3.2
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.5 56 -16 2.8 -4.1
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 15 7.4 +0.5
FMTM MarketDesk Focused U.S. Momentum ETF 3.5 45 -5 3.0 -3.9
ARKW ARK Next Generation Internet ETF 3.5 87 -47 0.7 -6.3
VYM Vanguard High Dividend Yield Index ETF 3.5 6 34 7.1 +0.2
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.5 60 -20 5.3 -1.7
GSPY Gotham Enhanced 500 ETF 3.5 50 -10 5.1 -1.8
FLRG Fidelity U.S. Multifactor ETF 3.5 15 25 7.0 +0.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.5 49 -9 4.4 -2.5
MAVF Matrix Advisors Value ETF 3.4 75 -35 6.0 -1.0
MISL First Trust Indxx Aerospace & Defense ETF 3.4 60 -20 2.0 -5.0
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.4 49 -9 3.8 -3.1
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -15 4.0 -2.9
DFVX Dimensional US Large Cap Vector ETF 3.3 22 18 6.4 -0.6
HKND Humankind US Stock ETF 3.3 11 29 7.3 +0.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.3 75 -35 2.9 -4.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.9 +1.0
QGRO American Century U.S. Quality Growth ETF 3.3 29 11 3.7 -3.2
AVSU Avantis Responsible U.S. Equity ETF 3.3 15 25 5.9 -1.0
IWD iShares Russell 1000 Value ETF 3.2 19 21 6.5 -0.4
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 36 6.8 -0.1
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 25 8.2 +1.3
VONV Vanguard Russell 1000 Value ETF 3.2 7 33 6.6 -0.3
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.7 +0.8
FELC Fidelity Enhanced Large Cap Core ETF 3.2 18 22 5.3 -1.7
IGM iShares Expanded Tech Sector ETF 3.2 41 -1 3.8 -3.2
FDMO Fidelity Momentum Factor ETF 3.2 15 25 3.6 -3.3
OPTZ Optimize Strategy Index ETF 3.2 50 -10 4.8 -2.2
VTV Vanguard Value ETF 3.2 4 36 6.9 -0.0
QLC FlexShares US Quality Large Cap Index Fund 3.2 25 15 5.3 -1.6
ARKF ARK Fintech Innovation ETF 3.1 75 -35 0.2 -6.8
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.8 -0.1
USSE Segall Bryant & Hamill Select Equity ETF 3.1 65 -25 4.2 -2.7
BGDV Bahl & Gaynor Dividend ETF 3.1 45 -5 4.8 -2.1
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 -35 4.0 -2.9
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.3 -2.6
ILCV iShares Morningstar Value ETF 3.1 4 36 6.4 -0.5
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 25 6.9 +0.0
QWLD SPDR MSCI World StrategicFactors ETF 3.1 30 10 5.8 -1.1
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 11.0 +4.1
SSPY Syntax Stratified LargeCap ETF 3.1 30 10 6.8 -0.1
ABFL Abacus FCF Leaders ETF 3.1 59 -19 5.0 -2.0
IVE iShares S&P 500 Value ETF 3.1 18 22 6.2 -0.7
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 36 6.3 -0.6
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.1 65 -25 6.5 -0.4
VOOV Vanguard S&P 500 Value ETF 3.0 7 33 6.3 -0.6
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 6.8 -0.1
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.0 20 20 4.8 -2.2
GQQQ Astoria US Quality Growth Kings ETF 3.0 35 5 4.7 -2.2
VFMF Vanguard U.S. Multifactor ETF 3.0 18 22 7.9 +1.0
DVY iShares Select Dividend ETF 3.0 38 2 9.2 +2.3
FTA First Trust Large Cap Value AlphaDEX Fund 3.0 59 -19 9.1 +2.1
IUSV iShares Core S&P US Value ETF 3.0 4 36 6.4 -0.5
ARKX ARK Space Exploration & Innovation ETF 2.9 75 -35 0.2 -6.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.9 65 -25 4.5 -2.4
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.9 12 28 6.1 -0.8
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 5.1 -1.8
SDY State Street SPDR S&P Dividend ETF 2.9 35 5 6.9 -0.0
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.7 -1.2
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 -9 4.7 -2.2
NULC Nuveen ESG Large-Cap ETF 2.9 21 19 4.7 -2.2
AFLG First Trust Active Factor Large Cap ETF 2.9 55 -15 6.4 -0.5
IQM Franklin Intelligent Machines ETF 2.9 50 -10 2.0 -4.9
AGRW Allspring LT Large Growth ETF 2.9 35 5 3.6 -3.4
AVUS Avantis U.S. Equity ETF 2.9 15 25 5.7 -1.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.8 49 -9 6.2 -0.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 30 5.2 -1.7
YALL God Bless America ETF 2.8 65 -25 4.5 -2.4
VGT Vanguard Information Technology ETF 2.8 9 31 3.9 -3.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -35 2.8 -4.1
XMAG Defiance Large Cap ex-Mag 7 ETF 2.8 35 5 5.2 -1.7
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.6 -2.3
ICAP InfraCap Equity Income Fund ETF 2.8 171 -131 4.8 -2.2
INRO iShares U.S. Industry Rotation Active ETF 2.8 42 -2 4.4 -2.5
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 22 6.6 -0.3
DEW WisdomTree Global High Dividend Fund 2.8 58 -18 8.4 +1.4
AIQ Global X Artificial Intelligence & Technology ETF 2.8 68 -28 3.6 -3.3
JAVA JPMorgan Active Value ETF 2.7 44 -4 6.4 -0.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.7 50 -10 4.4 -2.5
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.7 25 15 5.2 -1.7
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 4.2 -2.7
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 22 5.2 -1.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 4.9 -2.1
QDIV Global X S&P 500 Quality Dividend ETF 2.7 20 20 9.1 +2.2
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.1 -1.8
BNGE First Trust S-Network Streaming and Gaming ETF 2.7 70 -30 2.8 -4.2
DGRO iShares Core Dividend Growth ETF 2.7 8 32 6.7 -0.2
BUZZ VanEck Social Sentiment ETF 2.6 75 -35 -1.0 -7.9
WLDR Affinity World Leaders Equity ETF 2.6 67 -27 7.2 +0.3
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 3 6.2 -0.7
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 0 40 12.4 +5.5
XNTK State Street SPDR NYSE Technology ETF 2.6 35 5 3.6 -3.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -30 2.2 -4.7
ONEQ Fidelity Nasdaq Composite Index ETF 2.6 21 19 3.7 -3.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 7.3 +0.4
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 3.4 -3.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.6 65 -25 8.1 +1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 10.3 +3.4
ULVM VictoryShares US Value Momentum ETF 2.5 20 20 7.4 +0.5
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.4 -1.5
KRMA Global X Conscious Companies ETF 2.5 43 -3 6.0 -0.9
TMFX Motley Fool Next Index ETF 2.5 50 -10 3.3 -3.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 4.9 -2.1
IXN iShares Global Tech ETF 2.5 41 -1 3.4 -3.5
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.6 -2.4
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 4.7 -2.3
AIS VistaShares Artificial Intelligence Supercycle ETF 2.4 75 -35 2.5 -4.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 16 8.3 +1.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -9 9.3 +2.3
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 7.6 +0.7
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.8 -2.1
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 32 5.0 -1.9
FDWM Fidelity Women's Leadership ETF 2.4 59 -19 4.9 -2.0
PSET Principal Quality ETF 2.4 15 25 5.4 -1.6
LRGC AB US Large Cap Strategic Equities ETF 2.4 48 -8 4.5 -2.4
GXPT Global X PureCap MSCI Information Technology ETF 2.4 25 15 4.2 -2.7
HLGE Hartford Longevity Economy ETF 2.4 44 -4 6.2 -0.7
FLDZ RiverNorth Patriot ETF 2.4 75 -35 6.4 -0.5
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 8.0 +1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.9 -2.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 33 11.1 +4.2
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 6.0 -1.0
JHML John Hancock Multifactor Large Cap ETF 2.4 29 11 5.4 -1.6
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -35 2.6 -4.3
MTUM iShares MSCI USA Momentum Factor ETF 2.4 15 25 3.7 -3.2
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.6 -2.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 5.0 -1.9
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -25 5.5 -1.4
VOTE TCW Transform 500 ETF 2.3 5 35 4.9 -2.1
EBI Longview Advantage ETF 2.3 35 5 6.7 -0.2
CCMG CCM Global Equity ETF 2.3 34 6 8.2 +1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 4.6 -2.3
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 4.9 -2.0
SMRI Bushido Capital US Equity ETF 2.3 71 -31 10.1 +3.2
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 31 5.3 -1.6
LRGF iShares U.S. Equity Factor ETF 2.3 8 32 5.4 -1.5
USXF iShares ESG Advanced MSCI USA ETF 2.3 10 30 4.8 -2.2
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.9 -2.0
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 23 6.9 0.0
CHAT Roundhill Generative AI & Technology ETF 2.3 75 -35 7.4 +0.5
TOPC iShares S&P 500 3% Capped ETF 2.3 15 25 5.1 -1.8
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 6.1 -0.8
SNSR Global X Internet of Things ETF 2.2 68 -28 4.8 -2.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 26 4.9 -2.0
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 6.0 -0.9
FQAL Fidelity Quality Factor ETF 2.2 15 25 5.7 -1.2
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 5.1 -1.9
ARKQ ARK Autonomous Technology & Robotics ETF 2.2 75 -35 1.1 -5.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.8 -2.1
VSLU Applied Finance Valuation Large Cap ETF 2.2 49 -9 5.7 -1.2
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 -9 3.7 -3.3
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 4.7 -2.2
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.8 -1.1
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 5.6 -1.4
FPX First Trust US Equity Opportunities ETF 2.2 61 -21 1.0 -5.9
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 6.4 -0.5
AESR Anfield U.S. Equity Sector Rotation ETF 2.2 108 -68 3.7 -3.3
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 5.0 -1.9
FITE State Street SPDR S&P Kensho Future Security ETF 2.1 45 -5 1.5 -5.4
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.0 -1.9
BDIV AAM Brentview Dividend Growth ETF 2.1 49 -9 4.6 -2.3
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -55 3.9 -3.0
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.4 -2.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -19 5.9 -1.0
GQI Natixis Gateway Quality Income ETF 2.1 34 6 5.0 -1.9
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.6 -2.3
SRVR Pacer Data & Infrastructure Real Estate ETF 2.1 55 -15 4.3 -2.7
WISE Themes Generative Artificial Intelligence ETF 2.1 35 5 -0.4 -7.4
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 31 4.8 -2.2
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 2.0 -4.9
IWL iShares Russell Top 200 ETF 2.1 15 25 4.5 -2.4
VIG Vanguard Dividend Appreciation ETF 2.1 5 35 5.6 -1.3
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 6.3 -0.6
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.1 68 -28 4.0 -2.9
STXM Strive Mid-Cap ETF 2.1 18 22 6.5 -0.4
HLAL Wahed FTSE USA Shariah ETF 2.0 50 -10 4.7 -2.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 6.2 -0.8
QUVU Hartford Quality Value ETF 2.0 46 -6 7.6 +0.7
XVV iShares ESG Screened S&P 500 ETF 2.0 8 32 4.8 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 15 12.5 +5.6
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -59 4.1 -2.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 2.0 -5.0
SPXM Azoria 500 Meritocracy ETF 2.0 47 -7 4.5 -2.4
OEF iShares S&P 100 ETF 2.0 20 20 4.4 -2.5
DCOR Dimensional US Core Equity 1 ETF 2.0 14 26 5.4 -1.5
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.0 52 -12 6.3 -0.6
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 -19 5.5 -1.4
PBUS Invesco MSCI USA ETF 1.9 4 36 4.9 -2.1
THRO iShares U.S. Thematic Rotation Active ETF 1.9 90 -50 4.2 -2.7
KAT Scharf ETF 1.9 87 -47 5.8 -1.1
ETHO Etho Climate Leadership U.S. ETF 1.9 47 -7 5.6 -1.3
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 3.0 -4.0
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.9 45 -5 4.7 -2.2
MGC Vanguard Mega Cap ETF 1.9 7 33 4.6 -2.3
RVRB Reverb ETF 1.9 30 10 4.6 -2.4
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.7 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 11 4.7 -2.3
TMFC Motley Fool 100 Index ETF 1.9 50 -10 3.4 -3.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 20 4.7 -2.3
GXLC Global X U.S. 500 ETF 1.9 2 38 4.9 -2.1
IMOM Alpha Architect International Quantitative Momentum ETF 1.9 49 -9 4.6 -2.3
PTL Inspire 500 ETF 1.9 9 31 5.4 -1.6
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 5.6 -1.3
HAPY Harbor Human Capital Factor Unconstrained ETF 1.9 50 -10 5.8 -1.1
CHRI Global X S&P 500 Christian Values ETF 1.9 29 11 4.6 -2.3
FVAL Fidelity Value Factor ETF 1.9 15 25 6.8 -0.1
DAK Dakota Active Equity ETF 1.8 43 -3 4.5 -2.5
LRND IQ U.S. Large Cap R&D Leaders ETF 1.8 14 26 5.1 -1.8
IVV iShares Core S&P 500 ETF 1.8 3 37 4.9 -2.0
SPY SPDR S&P 500 ETF 1.8 9 31 4.9 -2.1
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 38 4.9 -2.0
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 3.4 -3.6
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 4.1 -2.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 22 4.7 -2.3
DGT State Street SPDR Global Dow ETF 1.8 50 -10 6.6 -0.3
VOO Vanguard S&P 500 ETF 1.8 3 37 4.9 -2.0
IWB iShares Russell 1000 ETF 1.8 15 25 4.8 -2.1
IYY iShares Dow Jones U.S. ETF 1.8 20 20 4.8 -2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.1 -1.8
DFUS Dimensional U.S. Equity ETF 1.8 9 31 4.8 -2.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.8 65 -25 1.9 -5.0
VONE Vanguard Russell 1000 ETF 1.8 7 33 4.9 -2.0
RAUS RACWI US ETF 1.8 15 25 4.8 -2.1
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 1.8 45 -5 1.9 -5.0
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 37 4.8 -2.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.8 60 -20 10.4 +3.5
VBK Vanguard Small-Cap Growth ETF 1.8 7 33 1.8 -5.1
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.0 -1.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 37 5.1 -1.8
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 23 5.6 -1.4
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 31 6.2 -0.7
STRV Strive 500 ETF 1.7 5 35 4.8 -2.1
ABOT Abacus FCF Innovation Leaders ETF 1.7 69 -29 5.1 -1.8
DGRW WisdomTree US Quality Dividend Growth Fund 1.7 28 12 5.6 -1.3
IWV iShares Russell 3000 ETF 1.7 20 20 4.7 -2.2
VV Vanguard Large-Cap ETF 1.7 4 36 4.8 -2.1
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 4.9 -2.1
WCEO Hypatia Women CEO ETF 1.7 85 -45 3.1 -3.8
TXS Texas Capital Texas Equity Index ETF 1.7 49 -9 6.0 -0.9
VTHR Vanguard Russell 3000 ETF 1.7 7 33 4.9 -2.1
REAI Intelligent Real Estate ETF 1.7 59 -19 4.4 -2.5
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -5 5.2 -1.7
FEGE First Eagle Global Equity ETF 1.7 79 -39 6.7 -0.3
VOT Vanguard Mid-Cap Growth ETF 1.7 7 33 3.4 -3.5
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -19 2.0 -4.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.7 20 20 6.2 -0.7
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 4.8 -2.1
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.6 12 28 4.0 -2.9
GLBL Pacer MSCI World Industry Advantage ETF 1.6 65 -25 4.2 -2.7
VTI Vanguard Total Stock Market ETF 1.6 3 37 4.9 -2.1
SYLD Cambria Shareholder Yield ETF 1.6 59 -19 12.8 +5.9
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 25 5.5 -1.4
ESGU iShares ESG Aware MSCI USA ETF 1.6 15 25 4.7 -2.2
FDVV Fidelity High Dividend ETF 1.6 15 25 7.7 +0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -24 1.1 -5.8
STOX Horizon Core Equity ETF 1.6 70 -30 4.1 -2.8
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 10.4 +3.5
SFTY Horizon Managed Risk ETF 1.6 77 -37 4.1 -2.9
TTAC FCF US Quality ETF 1.6 59 -19 6.0 -1.0
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 4.9 -2.0
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 6.8 -0.1
GLOF iShares Global Equity Factor ETF 1.6 20 20 6.7 -0.2
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.6 35 5 7.2 +0.2
SCHK Schwab 1000 Index ETF 1.6 5 35 5.0 -1.9
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.5 20 20 5.5 -1.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 22 8.8 +1.9
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -40 6.3 -0.6
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 6.8 -0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -27 10.2 +3.3
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 5.0 -1.9
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 28 7.3 +0.4
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.8 +1.9
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 5.6 -1.3
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.6 -4.3
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 24 5.5 -1.4
RND First Trust Bloomberg R&D Leaders ETF 1.4 60 -20 3.4 -3.5
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 30 8.9 +2.0
FCPI Fidelity Stocks for Inflation ETF 1.4 15 25 7.8 +0.9
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.6 -3.3
JEPI JPMorgan Equity Premium Income ETF 1.4 35 5 5.8 -1.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 33 5.9 -1.1
XOEF iShares S&P 500 ex S&P 100 ETF 1.4 20 20 5.7 -1.2
DXUV Dimensional US Vector Equity ETF 1.4 28 12 6.2 -0.7
SFY SoFi Select 500 ETF 1.4 0 40 4.4 -2.5
FFOX FundX Future Fund Opportunities ETF 1.4 100 -60 4.1 -2.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 5.0 -1.9
TOK iShares MSCI Kokusai ETF 1.4 26 14 5.0 -2.0
SUSA iShares MSCI USA ESG Select ETF 1.4 25 15 4.7 -2.3
ADME Aptus Drawdown Managed Equity ETF 1.4 79 -39 4.0 -2.9
TRFM AAM Transformers ETF 1.4 49 -9 1.2 -5.7
BFOR ALPS Barron's 400 ETF 1.4 65 -25 6.0 -0.9
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 28 5.1 -1.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.5 -4.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 25 8.1 +1.2
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 22 5.3 -1.6
FELG Fidelity Enhanced Large Cap Growth ETF 1.3 18 22 4.7 -2.2
XT iShares Exponential Technologies ETF 1.3 46 -6 4.6 -2.3
IJH iShares Core S&P Mid-Cap ETF 1.3 5 35 7.4 +0.4
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 16 7.2 +0.2
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 36 6.1 -0.9
URTH iShares MSCI World ETF 1.3 24 16 5.0 -1.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -5 4.4 -2.5
EUSA iShares MSCI USA Equal Weighted ETF 1.3 9 31 6.3 -0.6
XITK State Street SPDR FactSet Innovative Technology ETF 1.3 45 -5 -0.0 -7.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.0 -2.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 1.3 17 23 6.0 -0.9
LEAD Siren DIVCON Leaders Dividend ETF 1.3 43 -3 4.4 -2.6
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 7.1 +0.2
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 37 7.4 +0.4
DUHP Dimensional US High Profitability ETF 1.3 21 19 6.3 -0.6
CGGR Capital Group Growth ETF 1.3 39 1 3.4 -3.5
GVLU Gotham 1000 Value ETF 1.3 50 -10 9.1 +2.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -18 4.3 -2.6
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 25 6.2 -0.7
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 7 33 7.4 +0.5
WDIV SPDR S&P Global Dividend ETF 1.2 40 0 8.9 +2.0
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -49 5.1 -1.9
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -20 7.0 +0.1
SIZE iShares MSCI USA Size Factor ETF 1.2 15 25 6.1 -0.8
ISCB iShares Morningstar Small-Cap ETF 1.2 4 36 6.3 -0.6
FDTX Fidelity Disruptive Technology ETF 1.2 50 -10 2.5 -4.4
VUSE Vident U.S. Equity Strategy ETF 1.2 50 -10 4.4 -2.6
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.2 65 -25 2.3 -4.6
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 5.6 -1.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.2 60 -20 7.5 +0.6
ACWI iShares MSCI ACWI ETF 1.2 32 8 5.4 -1.5
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.1 -0.8
SFYX SoFi Next 500 ETF 1.2 0 40 6.0 -0.9
JOET Virtus Terranova US Quality Momentum ETF 1.2 29 11 4.9 -2.0
HGRO Hedgeye Quality Growth ETF 1.1 70 -30 3.3 -3.6
SMMD iShares Russell 2500 ETF 1.1 15 25 7.0 +0.0
SFYF SoFi Social 50 ETF 1.1 29 11 1.0 -5.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.7 +0.8
TAX Cambria Tax Aware ETF 1.1 49 -9 6.1 -0.8
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 23 5.9 -1.0
VOLT Tema Electrification ETF 1.1 75 -35 3.4 -3.5
BEEX BeeHive ETF 1.1 84 -44 4.3 -2.6
VT Vanguard Total World Stock ETF 1.1 6 34 5.7 -1.2
QGRW WisdomTree U.S. Quality Growth Fund 1.1 28 12 4.2 -2.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 30 6.0 -0.9
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 25 6.0 -1.0
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 5.0 -1.9
VB Vanguard Small-Cap ETF 1.1 5 35 6.2 -0.7
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 1.0 95 -55 0.2 -6.7
JGRO JPMorgan Active Growth ETF 1.0 44 -4 3.5 -3.4
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 4.5 -2.5
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 30 4.3 -2.6
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 31 5.5 -1.4
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 6.6 -0.3
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 4.3 -2.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.8 -2.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.0 60 -20 4.7 -2.2
LOWV AB US Low Volatility Equity ETF 1.0 48 -8 5.3 -1.6
VXF Vanguard Extended Market ETF 1.0 5 35 4.7 -2.2
LCF Touchstone US Large Cap Focused ETF 1.0 69 -29 4.3 -2.7
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 4.9 -2.0
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -20 7.8 +0.8
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -15 4.1 -2.8
NANC Unusual Whales Subversive Democratic Trading ETF 0.9 75 -35 3.6 -3.3
BGRO iShares Large Cap Growth Active ETF 0.9 55 -15 2.8 -4.1
PEXL Pacer US Export Leaders ETF 0.9 60 -20 4.7 -2.2
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 4 3.7 -3.2
WRND IQ Global Equity R&D Leaders ETF 0.9 18 22 7.6 +0.7
PY Principal Value ETF 0.9 15 25 7.3 +0.4
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 2 10.2 +3.2
STXG Strive 1000 Growth ETF 0.9 18 22 3.9 -3.1
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 8.6 +1.7
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 28 4.6 -2.3
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 4.0 -2.9
YOKE Yoke Core ETF 0.9 42 -2 5.0 -1.9
IWS iShares Russell Mid-Cap Value ETF 0.9 23 17 7.2 +0.3
VUG Vanguard Growth ETF 0.9 4 36 4.1 -2.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.8 20 20 2.8 -4.1
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.4 +0.5
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 36 4.2 -2.7
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 7.0 +0.1
BLES Inspire Global Hope ETF 0.8 61 -21 6.8 -0.1
VO Vanguard Mid-Cap ETF 0.8 4 36 6.0 -1.0
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.9 -2.0
TMAT Main Thematic Innovation ETF 0.8 164 -124 -1.5 -8.4
IVW iShares S&P 500 Growth ETF 0.8 18 22 4.0 -2.9
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.8 4 36 4.1 -2.8
VAMO Cambria Value & Momentum ETF 0.8 61 -21 6.5 -0.4
VOOG Vanguard S&P 500 Growth ETF 0.8 7 33 4.1 -2.8
JHMM John Hancock Multifactor Mid Cap ETF 0.8 42 -2 6.3 -0.6
GINX SGI Enhanced Global Income ETF 0.8 98 -58 8.1 +1.2
AVUQ Avantis U.S. Quality ETF 0.8 15 25 4.4 -2.5
IWR iShares Russell Midcap ETF 0.8 19 21 6.3 -0.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.8 -2.1
IOO iShares Global 100 ETF 0.8 41 -1 4.6 -2.4
FMKT The Free Markets ETF 0.8 76 -36 3.5 -3.4
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.3 -1.6
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.8 -0.1
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -16 10.5 +3.6
NIXT Research Affiliates Deletions ETF 0.7 9 31 8.4 +1.5
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 4.6 -2.3
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 5.2 -1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 25 6.0 -0.9
CVAR Cultivar ETF 0.7 87 -47 7.1 +0.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 30 4.4 -2.6
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.6 +0.7
MAGA Point Bridge America First ETF 0.6 72 -32 6.4 -0.5
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.4 -2.5
XLSR State Street US Sector Rotation ETF 0.6 70 -30 5.1 -1.9
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.8 -3.1
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 17 3.3 -3.6
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 10.2 +3.3
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 10.1 +3.2
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.3 -2.7
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.4 -2.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 22 6.9 +0.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 15 8.0 +1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.2 -0.7
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 6.4 -0.5
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 34 9.5 +2.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.9 +3.0
EZM WisdomTree U.S. MidCap Fund 0.5 38 2 8.9 +1.9
VBR Vanguard Small Cap Value ETF 0.5 7 33 9.2 +2.3
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.3 -2.7
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.5 45 -5 1.3 -5.6
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.8 -2.1
DFAS Dimensional U.S. Small Cap ETF 0.5 26 14 6.8 -0.1
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 5.9 -1.0
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -4.7 -11.6
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 36 5.9 -1.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.3 -1.6
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.7 -0.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -20 9.6 +2.7
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.9 -4.0
RGEF Rockefeller Global Equity ETF 0.4 55 -15 4.6 -2.3
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 5.0 -1.9
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 36 3.9 -3.0
SMOT VanEck Morningstar SMID Moat ETF 0.4 49 -9 6.9 -0.0
AOTG AOT Growth and Innovation ETF 0.4 75 -35 2.0 -4.9
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -19 10.7 +3.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 34 8.3 +1.3
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 -2 7.4 +0.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.3 79 -39 6.2 -0.7
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.2 -2.7
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.7 -1.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.7 -1.2
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.6 -3.3
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 6.4 -0.6
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.3 -0.6
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.5 +2.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.4 -2.5
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 9.0 +2.1
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -85 6.9 -0.1
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 36 6.2 -0.7
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 20 10.3 +3.4
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 20 9.1 +2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 4.4 -2.6
VOE Vanguard Mid-Cap Value ETF 0.2 7 33 7.8 +0.9
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.6 +0.7
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.6 -1.3
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.2 +0.3
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.6 +3.7
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 0 6.9 0.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 8.9 +2.0
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 20 5.6 -1.3
FESM Fidelity Enhanced Small Cap ETF 0.1 28 12 6.9 +0.0
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 34 4.1 -2.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 20 8.3 +1.3
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 28 7.6 +0.7
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.2 -0.7
PKW Invesco Buyback Achievers ETF 0.1 62 -22 8.2 +1.3
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.3 -4.6
STXK Strive Small-Cap ETF 0.1 18 22 6.1 -0.8
IEUR iShares Core MSCI Europe ETF 0.0 11 29 7.1 +0.2
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 6.7 -0.2
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 1 7.7 +0.8
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 6.7 -0.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.5 +1.5
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 7.5 +0.6
DIVE Dana Concentrated Dividend ETF 0.0 65 -25 8.4 +1.5
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 6.7 -0.2

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

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RESULTS & ESTIMATES

  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 15.4 %
Divided by: Fwd. P/BV 2.1 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 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.