iShares U.S. Telecommunications ETF
ALTAR
Score™
7.6% info Recommen-
dation
OVERWEIGHT
2024E    2025E
P/E
ratio
14.6x P/Sales
ratio
2.3x
P/BV
ratio
2.5x Div.
yield
2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Telecommunications Sector Index Fund seeks investment results that generally correspond price and yield performance, before fees and expenses, of U.S. telecommunications stocks, as represented by the Dow Jones U.S. Select Telecommunications Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date May 22, 2000
Assets (mns) $555
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) $118,299
Large cap (>$10bn) 91.5%
Mid cap ($2-10bn) 8.5%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CISCO SYSTEMS INC 18.3 %
VERIZON COMMUNICATIONS INC 13.4 %
AT&T INC 12.9 %
ARISTA NETWORKS, INC. 4.7 %
CIENA CORP 4.4 %
COMCAST CORP-CL A 4.3 %
T-MOBILE US, INC. 4.1 %
MOTOROLA SOLUTIONS 4.0 %
JUNIPER NETWORKS INC 3.9 %
FRONTIER COMMUNICATIONS PARENT, IN 3.9 %
Total 73.9 %

TOP COUNTRY EXPOSURE
UNITED STATES 93.1 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru January 31)
Year-to-date 1 year 5 years 10 years Since Incep.
2.3% 19.0% 1.0% 2.0% -0.3%

Market Correlations
versus... Beta R-squared
S&P500 0.94 63%
MSCI EAFE 0.82 48%
MSCI Emg. Mkts. 0.62 28%

Technical Indicators
Recent close $27.94
30d moving avg. $27.22
Annualized volatility 20.5%
Short interest (ETF) 11.3%
Short interest (Underlying) 3.2%
Relative strength (RSI) 54

Liquidity measures
Avg. volume (thou.) 1,325
Turnover 6.7%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 605 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™: 7.6%


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 42.9 35 5 4.0 -3.6
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 25.1 40 0 6.8 -0.8
XLC Communication Services Select Sector SPDR Fund 21.2 9 31 5.6 -2.0
KNCT Invesco Next Gen Connectivity ETF 20.9 40 0 4.6 -3.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 19.9 41 -1 8.4 +0.8
FCOM Fidelity MSCI Communication Services Index ETF 17.7 8 32 4.2 -3.4
VOX Vanguard Communication Services ETF 17.6 10 30 4.1 -3.5
DJD Invesco Dow Jones Industrial Average Dividend ETF 16.9 7 33 7.4 -0.1
SIXG Defiance Connective Technologies ETF 15.7 30 10 4.8 -2.8
IXP iShares Global Comm Services ETF 15.3 42 -2 4.8 -2.8
VLUE iShares MSCI USA Value Factor ETF 15.2 15 25 10.5 +2.9
XPND First Trust Expanded Technology ETF 13.8 65 -25 4.3 -3.2
FIVG Defiance Next Gen Connectivity ETF 13.4 30 10 5.3 -2.3
TRFK Pacer Data and Digital Revolution ETF 12.0 60 -20 3.7 -3.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.6 50 -10 5.7 -1.9
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.3 15 25 6.5 -1.1
FDCF Fidelity Disruptive Communications ETF 11.1 50 -10 3.1 -4.5
FDN First Trust Dow Jones Internet Index Fund 10.5 52 -12 3.4 -4.2
FDND FT Vest Dow Jones Internet & Target Income ETF 10.5 75 -35 3.1 -4.4
ACSI American Customer Satisfaction ETF 10.4 65 -25 4.4 -3.2
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.4 80 -40 6.6 -0.9
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 10.1 5 35 7.2 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 9.9 13 27 9.8 +2.3
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 9.9 47 -7 5.7 -1.8
WBIY WBI Power Factor High Dividend ETF 9.9 100 -60 11.8 +4.3
SDOG ALPS Sector Dividend Dogs ETF 9.8 36 4 9.1 +1.5
MDLV Morgan Dempsey Large Cap Value ETF 9.8 58 -18 8.0 +0.5
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.4 48 -8 6.0 -1.6
AUSF Global X Adaptive U.S. Factor ETF 9.3 27 13 9.2 +1.6
ITAN Sparkline Intangible Value ETF 9.2 50 -10 5.9 -1.6
DIVB iShares Core Dividend ETF 8.4 5 35 7.5 -0.1
PKW Invesco Buyback Achievers ETF 8.4 62 -22 6.6 -1.0
PWV Invesco Large Cap Value ETF 8.4 55 -15 7.2 -0.3
EQAL Invesco Russell 1000 Equal Weight ETF 8.2 20 20 6.8 -0.7
DIVY Sound Equity Dividend Income ETF 8.2 45 -5 11.1 +3.5
FDL First Trust Morningstar Dividend Leaders Index Fund 8.1 45 -5 9.3 +1.7
TBG TBG Dividend Focus ETF 8.1 59 -19 6.9 -0.7
SCHD Schwab US Dividend Equity ETF 8.1 6 34 9.8 +2.2
NXTG First Trust Indxx NextG ETF 8.1 70 -30 6.4 -1.2
RAFE PIMCO RAFI ESG U.S. ETF 8.0 29 11 7.6 +0.1
COWS Amplify Cash Flow Dividend Leaders ETF 8.0 0 40 11.6 +4.0
SPMV Invesco S&P 500 Minimum Variance ETF 8.0 10 30 5.5 -2.1
XDAT Franklin Exponential Data ETF 7.9 50 -10 3.3 -4.3
ABEQ Absolute Select Value ETF 7.9 85 -45 4.3 -3.3
USMV iShares MSCI USA Min Vol Factor ETF 7.8 15 25 5.5 -2.1
CIBR First Trust NASDAQ Cybersecurity ETF 7.7 60 -20 3.7 -3.8
SPDV AAM S&P 500 High Dividend Value ETF 7.7 29 11 10.1 +2.5
DIVZ TrueShares Low Volatility Equity Income ETF 7.7 65 -25 7.6 +0.0
IDAT iShares Future Cloud 5G and Tech ETF 7.6 47 -7 4.0 -3.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 7.3 30 10 8.6 +1.0
LIVR Intelligent Livermore ETF 7.3 69 -29 5.0 -2.6
SDEP SFP Core Equity Strategy 7.3 10 30 6.5 -1.1
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.2 15 25 5.6 -2.0
AIVC Amplify Bloomberg AI Value Chain ETF 7.2 59 -19 4.8 -2.8
IVES Wedbush ETFMG Global Cloud Technology ETF 7.2 68 -28 4.7 -2.9
PTF Invesco Dorsey Wright Technology Momentum ETF 7.2 60 -20 1.6 -6.0
DFLV Dimensional US Large Cap Value ETF 7.2 22 18 7.6 0.0
USMF WisdomTree U.S. Multifactor Fund 7.1 28 12 6.4 -1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.1 60 -20 4.7 -2.9
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.1 60 -20 3.4 -4.2
BLCV iShares Large Cap Value Active ETF 7.1 53 -13 8.0 +0.4
DVND Touchstone Dividend Select ETF 7.0 67 -27 5.7 -1.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.0 15 25 8.6 +1.0
SKYY First Trust Cloud Computing ETF 7.0 60 -20 3.2 -4.4
FDLO Fidelity Low Volatility Factor ETF 6.9 15 25 5.3 -2.3
ROE Astoria US Quality Kings ETF 6.9 49 -9 7.3 -0.3
UDI USCF Dividend Income Fund 6.9 65 -25 7.3 -0.3
FPAG FPA Global Equity ETF 6.8 49 -9 5.2 -2.4
REVS Columbia Research Enhanced Value ETF 6.8 19 21 7.4 -0.2
LOUP Innovator Deepwater Frontier Tech ETF 6.8 70 -30 1.9 -5.6
EDOW First Trust Dow 30 Equal Weight ETF 6.7 50 -10 5.1 -2.5
DFUV Dimensional US Marketwide Value ETF 6.7 22 18 7.3 -0.3
CRTC Xtrackers US National Critical Technologies ETF 6.7 35 5 5.2 -2.4
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.6 18 22 5.6 -2.0
YLDE ClearBridge Dividend Strategy ESG ETF 6.6 60 -20 4.9 -2.6
INEQ Columbia International Equity Income ETF 6.5 45 -5 6.5 -1.1
SHE SPDR MSCI USA Gender Diversity ETF 6.4 20 20 4.7 -2.9
KRUZ Unusual Whales Subversive Republican Trading ETF 6.4 75 -35 5.7 -1.9
LYLD Cambria Large Cap Shareholder Yield ETF 6.3 59 -19 9.4 +1.8
OALC OneAscent Large Cap Core ETF 6.3 86 -46 4.4 -3.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 6.2 40 0 5.8 -1.8
PWB Invesco Large Cap Growth ETF 6.2 56 -16 2.9 -4.7
ACWV iShares MSCI Global Min Vol Factor ETF 6.1 20 20 6.0 -1.6
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.1 70 -30 4.4 -3.2
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 6.0 60 -20 4.0 -3.6
DSTL Distillate US Fundamental Stability & Value ETF 6.0 39 1 8.5 +0.9
EQWL Invesco S&P 100 Equal Weight ETF 5.9 25 15 6.4 -1.2
UFO Procure Space ETF 5.9 75 -35 -0.9 -8.4
CZAR Themes Natural Monopoly ETF 5.8 35 5 6.2 -1.4
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.8 45 -5 5.7 -1.9
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 5.7 49 -9 4.4 -3.2
SRHQ SRH U.S. Quality ETF 5.6 35 5 7.7 +0.1
QTOP iShares Nasdaq Top 30 Stocks ETF 5.5 20 20 4.5 -3.0
SHRY First Trust Bloomberg Shareholder Yield ETF 5.5 60 -20 7.3 -0.3
VEGN US Vegan Climate ETF 5.4 60 -20 4.4 -3.2
IWX iShares Russell Top 200 Value ETF 5.4 20 20 6.0 -1.6
VFMV Vanguard U.S. Minimum Volatility ETF 5.3 13 27 5.6 -2.0
ROUS Hartford Multifactor US Equity ETF 5.3 19 21 7.1 -0.5
IUS Invesco RAFI Strategic US ETF 5.3 19 21 6.9 -0.7
GQQQ Astoria US Quality Growth Kings ETF 5.2 35 5 5.1 -2.4
STXV Strive 1000 Value ETF 5.2 18 22 7.7 +0.2
MTUM iShares MSCI USA Momentum Factor ETF 5.1 15 25 3.8 -3.8
FLQL Franklin LibertyQ U.S. Equity ETF 5.1 15 25 5.6 -2.0
SNPV Xtrackers S&P 500 Value ESG ETF 5.1 15 25 6.5 -1.1
NUDV Nuveen ESG Dividend ETF 5.1 26 14 7.4 -0.2
FBCV Fidelity Blue Chip Value ETF 5.0 59 -19 7.4 -0.2
FITE SPDR S&P Kensho Future Security ETF 5.0 45 -5 2.5 -5.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.9 50 -10 8.1 +0.5
VLU SPDR S&P 1500 Value Tilt ETF 4.9 12 28 6.7 -0.9
AVLV Avantis U.S. Large Cap Value ETF 4.8 15 25 7.2 -0.4
ACVF American Conservative Values ETF 4.8 75 -35 4.3 -3.3
FNDX Schwab Fundamental US Large Co. Index ETF 4.8 25 15 7.0 -0.6
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 4.8 38 2 7.6 +0.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 4.8 35 5 7.7 +0.1
QUS SPDR MSCI USA StrategicFactors ETF 4.7 15 25 5.7 -1.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 4.7 56 -16 6.5 -1.0
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 22 7.7 +0.1
XLK Technology Select Sector SPDR Fund 4.7 9 31 5.2 -2.4
IETC iShares U.S. Tech Independence Focused ETF 4.7 18 22 4.3 -3.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.7 85 -45 8.6 +1.0
ARTY iShares Future AI & Tech ETF 4.7 47 -7 4.0 -3.6
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.8 -1.8
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.7 15 25 4.5 -3.1
PRF Invesco FTSE RAFI US 1000 ETF 4.6 39 1 6.8 -0.8
DIV Global X SuperDividend US ETF 4.6 45 -5 7.8 +0.2
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 6.4 -1.2
USRD Themes US R&D Champions ETF 4.5 29 11 6.5 -1.0
OPTZ Optimize Strategy Index ETF 4.5 50 -10 3.1 -4.5
QQMG Invesco ESG NASDAQ 100 ETF 4.5 20 20 4.6 -3.0
WFH Direxion Work From Home ETF 4.5 45 -5 5.1 -2.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 4.5 30 10 4.6 -3.0
FNDB Schwab Fundamental US Broad Market Index ETF 4.4 25 15 6.9 -0.6
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.4 19 21 6.2 -1.3
FOVL iShares Focused Value Factor ETF 4.4 25 15 8.4 +0.9
QQQM Invesco NASDAQ 100 ETF 4.4 15 25 4.4 -3.2
SPRX Spear Alpha ETF 4.4 75 -35 0.0 -7.5
VOOV Vanguard S&P 500 Value ETF 4.3 10 30 6.6 -1.0
QQQ Invesco QQQ Trust Series I 4.3 20 20 4.3 -3.2
BLCR iShares Large Cap Core Active ETF 4.3 36 4 4.3 -3.3
FTGS First Trust Growth Strength ETF 4.3 60 -20 5.7 -1.8
FTCS First Trust Capital Strength ETF 4.2 55 -15 6.0 -1.6
VALQ American Century U.S. Quality Value ETF 4.2 29 11 7.1 -0.5
MGV Vanguard Mega Cap Value ETF 4.2 7 33 6.4 -1.2
FUNL CornerCap Fundametrics Large-Cap ETF 4.2 50 -10 7.1 -0.5
INRO iShares U.S. Industry Rotation Active ETF 4.2 42 -2 4.5 -3.1
VYM Vanguard High Dividend Yield Index ETF 4.1 6 34 6.8 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 4.1 28 12 5.8 -1.8
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 4.1 40 0 8.5 +0.9
IPDP Dividend Performers ETF 4.1 122 -82 4.7 -2.9
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 11 6.4 -1.2
SSPX Janus Henderson U.S. Sustainable Equity ETF 4.1 55 -15 4.3 -3.3
FLV American Century Focused Large Cap Value ETF 4.1 42 -2 6.5 -1.1
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.1 38 2 5.8 -1.8
QLV FlexShares US Quality Low Volatility Index Fund 4.0 22 18 5.7 -1.9
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.0 56 -16 1.3 -6.3
MVPS Amplify Thematic All-Stars ETF 4.0 49 -9 2.8 -4.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -18 4.4 -3.2
JHDV John Hancock U.S. High Dividend ETF 4.0 34 6 6.8 -0.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 4.6 -3.0
SXQG ETC 6 Meridian Quality Growth ETF 4.0 100 -60 4.7 -2.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 4.0 29 11 6.5 -1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 3.9 75 -35 4.9 -2.6
WTV WisdomTree US Value Fund of Benef Interest 3.9 12 28 9.3 +1.7
DVY iShares Select Dividend ETF 3.9 38 2 8.4 +0.8
GCOW Pacer Global Cash Cows Dividend ETF 3.9 60 -20 13.5 +5.9
IHAK iShares Cybersecurity & Tech ETF 3.9 47 -7 3.2 -4.4
LVOL American Century Low Volatility ETF 3.9 29 11 4.8 -2.8
BIBL Inspire 100 ETF 3.8 35 5 5.3 -2.3
VONV Vanguard Russell 1000 Value ETF 3.8 8 32 6.3 -1.3
IWD iShares Russell 1000 Value ETF 3.8 19 21 6.2 -1.4
GVUS Marketbeta Russell 1000 Value Equity ETF 3.8 12 28 6.2 -1.3
FDRR Fidelity Dividend ETF for Rising Rates 3.8 15 25 7.4 -0.2
ARKQ ARK Autonomous Technology & Robotics ETF 3.8 75 -35 2.3 -5.2
ARKX ARK Space Exploration & Innovation ETF 3.8 75 -35 2.6 -5.0
ROKT SPDR S&P Kensho Final Frontiers ETF 3.8 45 -5 2.2 -5.4
SRVR Pacer Data & Infrastructure Real Estate ETF 3.8 55 -15 1.4 -6.2
YALL God Bless America ETF 3.8 65 -25 3.5 -4.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.7 49 -9 5.5 -2.1
SPMO Invesco S&P 500 Momentum ETF 3.7 13 27 3.6 -3.9
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 3.7 60 -20 8.7 +1.1
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.7 75 -35 2.5 -5.1
VUSE Vident U.S. Equity Strategy ETF 3.7 50 -10 4.4 -3.2
DTD WisdomTree U.S. Total Dividend Fund 3.7 28 12 6.0 -1.5
HDV iShares Core High Dividend ETF 3.6 8 32 7.1 -0.5
ARKK ARK Innovation ETF 3.6 75 -35 -3.0 -10.5
ARKW ARK Next Generation Internet ETF 3.6 87 -47 -0.6 -8.2
AIS VistaShares Artificial Intelligence Supercycle ETF 3.6 75 -35 4.1 -3.4
GVIP Goldman Sachs Hedge Industry VIP ETF 3.6 45 -5 3.1 -4.5
DFVX Dimensional US Large Cap Vector ETF 3.6 22 18 6.1 -1.5
CAML Congress Large Cap Growth ETF 3.5 66 -26 3.2 -4.4
GSPY Gotham Enhanced 500 ETF 3.5 50 -10 5.1 -2.5
QDEF FlexShares Quality Dividend Defensive Index Fund 3.5 37 3 6.1 -1.5
ILCV iShares Morningstar Value ETF 3.5 4 36 6.3 -1.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -25 4.3 -3.3
VTV Vanguard Value ETF 3.5 4 36 6.6 -0.9
DIVS SmartETFs Dividend Builder ETF 3.5 65 -25 4.9 -2.6
BGDV Bahl & Gaynor Dividend ETF 3.5 45 -5 4.6 -2.9
AIQ Global X Artificial Intelligence & Technology ETF 3.5 68 -28 3.6 -4.0
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 36 6.5 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 3.4 59 -19 8.7 +1.1
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 6.0 -1.6
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.4 25 15 5.7 -1.9
RWL Invesco S&P 500 Revenue ETF 3.4 39 1 7.1 -0.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.4 60 -20 5.7 -1.9
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.4 12 28 5.4 -2.2
IGM iShares Expanded Tech Sector ETF 3.4 41 -1 4.2 -3.4
IVE iShares S&P 500 Value ETF 3.4 18 22 6.1 -1.5
AFLG First Trust Active Factor Large Cap ETF 3.4 55 -15 6.1 -1.5
SPYV SPDR Portfolio S&P 500 Value ETF 3.4 4 36 6.3 -1.3
EPS WisdomTree U.S. LargeCap Fund 3.4 8 32 5.6 -2.0
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.3 65 -25 5.1 -2.5
ZIG Acquirers Fund 3.3 84 -44 15.4 +7.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.3 75 -35 4.6 -3.0
ARKF ARK Fintech Innovation ETF 3.3 75 -35 -0.3 -7.8
IUSV iShares Core S&P US Value ETF 3.2 4 36 6.4 -1.2
HKND Humankind US Stock ETF 3.2 11 29 7.5 -0.1
FFLC Fidelity Fundamental Large Cap Core ETF 3.2 38 2 4.8 -2.8
XMAG Defiance Large Cap ex-Mag 7 ETF 3.2 35 5 5.0 -2.6
SYLD Cambria Shareholder Yield ETF 3.2 59 -19 11.2 +3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.1 29 11 4.3 -3.3
TOGA Tremblant Global ETF 3.1 69 -29 1.7 -5.9
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 5.2 -2.3
KRMA Global X Conscious Companies ETF 3.1 43 -3 5.8 -1.7
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.9 -2.7
GRNY Fundstrat Granny Shots US Large Cap ETF 3.1 75 -35 3.4 -4.2
CHAT Roundhill Generative AI & Technology ETF 3.0 75 -35 3.4 -4.2
BDIV AAM Brentview Dividend Growth ETF 3.0 49 -9 4.4 -3.2
HAPY Harbor Human Capital Factor Unconstrained ETF 3.0 50 -10 4.4 -3.2
CHGX AXS Change Finance ESG ETF 3.0 49 -9 5.4 -2.2
FLRG Fidelity U.S. Multifactor ETF 3.0 15 25 7.8 +0.2
SSPY Syntax Stratified LargeCap ETF 3.0 30 10 6.7 -0.9
DHS WisdomTree U.S. High Dividend Fund 3.0 38 2 7.8 +0.3
AIEQ AI Powered Equity ETF 2.9 75 -35 4.9 -2.6
MVPA Miller Value Partners Appreciation ETF 2.9 60 -20 10.0 +2.4
XNTK SPDR NYSE Technology ETF 2.9 35 5 3.8 -3.8
VFVA Vanguard U.S. Value Factor ETF 2.9 13 27 9.9 +2.4
RFFC ALPS Active Equity Opportunity ETF 2.9 48 -8 4.3 -3.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 2.9 65 -25 6.3 -1.2
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 32 4.6 -3.0
DGRO iShares Core Dividend Growth ETF 2.9 8 32 6.3 -1.3
AGQI First Trust Active Global Quality Income ETF 2.9 85 -45 5.4 -2.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -19 5.7 -1.9
NULC Nuveen ESG Large-Cap ETF 2.9 21 19 4.9 -2.6
IXN iShares Global Tech ETF 2.8 41 -1 4.5 -3.1
DURA VanEck Durable High Dividend ETF 2.8 29 11 7.8 +0.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -25 7.8 +0.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.8 61 -21 1.6 -6.0
PEY Invesco High Yield Equity Dividend Achievers ETF 2.8 52 -12 10.7 +3.2
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 22 6.5 -1.1
USXF iShares ESG Advanced MSCI USA ETF 2.8 10 30 5.1 -2.5
PFM Invesco Dividend Achievers ETF 2.8 53 -13 5.3 -2.3
RPG Invesco S&P 500 Pure Growth ETF 2.7 35 5 1.5 -6.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.7 27 13 6.8 -0.8
QLC FlexShares US Quality Large Cap Index Fund 2.7 25 15 5.4 -2.1
SNSR Global X Internet of Things ETF 2.7 68 -28 4.5 -3.1
FDMO Fidelity Momentum Factor ETF 2.7 15 25 3.9 -3.7
FVD First Trust Value Line Dividend Index Fund 2.7 65 -25 6.4 -1.2
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 33 9.2 +1.6
AVSU Avantis Responsible U.S. Equity ETF 2.6 15 25 6.2 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.6 75 -35 2.5 -5.0
WLDR Affinity World Leaders Equity ETF 2.6 67 -27 7.5 -0.1
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.6 49 -9 10.5 +2.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 29 4.8 -2.8
DIVL Madison Dividend Value ETF 2.6 65 -25 5.8 -1.8
RJMG FT Raymond James Multicap Growth Equity ETF 2.5 85 -45 2.1 -5.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 7.9 +0.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.5 10 30 5.4 -2.2
VIG Vanguard Dividend Appreciation ETF 2.5 6 34 5.6 -2.0
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 5.1 -2.5
HDUS Hartford Disciplined US Equity ETF 2.5 19 21 5.8 -1.8
NULV Nuveen ESG Large-Cap Value ETF 2.5 26 14 6.4 -1.2
DEW WisdomTree Global High Dividend Fund 2.4 58 -18 8.2 +0.6
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -20 7.1 -0.5
ARB AltShares Merger Arbitrage ETF 2.4 77 -37 4.3 -3.3
AVUS Avantis U.S. Equity ETF 2.4 15 25 5.7 -1.9
OEF iShares S&P 100 ETF 2.4 20 20 4.7 -2.9
WISE Themes Generative Artificial Intelligence ETF 2.4 35 5 0.3 -7.3
IWL iShares Russell Top 200 ETF 2.4 15 25 4.7 -2.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.3 49 -9 4.6 -3.0
LRGC AB US Large Cap Strategic Equities ETF 2.3 48 -8 4.6 -3.0
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.3 8 32 4.9 -2.7
LRGF iShares U.S. Equity Factor ETF 2.3 8 32 5.6 -2.0
VFMO Vanguard U.S. Momentum Factor ETF 2.3 13 27 2.6 -5.0
DCOR Dimensional US Core Equity 1 ETF 2.3 14 26 5.3 -2.3
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -39 4.1 -3.5
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.3 7 33 4.9 -2.7
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.9 -2.7
RSPE Invesco ESG S&P 500 Equal Weight ETF 2.3 20 20 6.8 -0.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 4.7 -2.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 25 4.9 -2.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 2.3 79 -39 4.6 -3.0
FLDZ RiverNorth Patriot ETF 2.3 75 -35 5.5 -2.1
KLMN Invesco MSCI North America Climate ETF 2.3 9 31 -0.1 -7.7
GBUY Goldman Sachs Future Consumer Equity ETF 2.3 75 -35 3.4 -4.2
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 2.2 25 15 5.2 -2.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.2 15 25 7.5 -0.1
FTC First Trust Large Cap Growth AlphaDEX Fund 2.2 59 -19 2.5 -5.1
ONEQ Fidelity Nasdaq Composite Index ETF 2.2 21 19 3.9 -3.7
VFMF Vanguard U.S. Multifactor ETF 2.2 18 22 8.4 +0.8
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.2 50 -10 4.3 -3.3
RVRB Reverb ETF 2.2 30 10 4.7 -2.9
VGT Vanguard Information Technology ETF 2.2 10 30 4.6 -3.0
SPLV Invesco S&P 500 Low Volatility ETF 2.2 25 15 5.2 -2.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.2 56 -16 13.1 +5.5
QUVU Hartford Quality Value ETF 2.2 46 -6 6.5 -1.1
QGRO American Century U.S. Quality Growth ETF 2.2 29 11 3.4 -4.1
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 20 4.8 -2.8
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 31 4.9 -2.7
JHML John Hancock Multifactor Large Cap ETF 2.1 29 11 5.3 -2.2
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 11 4.9 -2.7
DEUS Xtrackers Russell US Multifactor ETF 2.1 17 23 7.0 -0.6
IVV iShares Core S&P 500 ETF 2.1 3 37 5.0 -2.6
SPY SPDR S&P 500 ETF Trust 2.1 9 31 4.9 -2.6
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 38 5.0 -2.6
JQUA JPMorgan U.S. Quality Factor ETF 2.1 12 28 5.9 -1.7
CCMG CCM Global Equity ETF 2.1 34 6 7.5 -0.1
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.1 68 -28 3.2 -4.4
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 28 4.3 -3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.1 7 33 4.9 -2.7
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 5.9 -1.7
DGT SPDR Global Dow ETF 2.1 50 -10 6.4 -1.1
PBUS Invesco MSCI USA ETF 2.1 4 36 4.9 -2.7
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 40 4.9 -2.6
SPVM Invesco S&P 500 Value with Momentum ETF 2.1 39 1 7.7 +0.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.1 15 25 4.6 -2.9
GLBL Pacer MSCI World Industry Advantage ETF 2.1 65 -25 4.5 -3.1
EMOT First Trust S&P 500 Economic Moat ETF 2.1 60 -20 6.9 -0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 31 5.4 -2.2
HLGE Hartford Longevity Economy ETF 2.1 44 -4 6.0 -1.6
ULVM VictoryShares US Value Momentum ETF 2.1 20 20 7.2 -0.3
ESGV Vanguard ESG U.S. Stock ETF 2.0 9 31 4.8 -2.8
VOTE TCW Transform 500 ETF 2.0 5 35 4.9 -2.7
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.0 20 20 4.9 -2.6
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 28 8.3 +0.7
IWB iShares Russell 1000 ETF 2.0 15 25 4.8 -2.7
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 37 4.9 -2.7
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -10 9.5 +1.9
CFA VictoryShares US 500 Volatility Wtd ETF 2.0 35 5 5.7 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.0 2 38 4.9 -2.6
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.8 -2.8
STRV Strive 500 ETF 2.0 5 35 4.9 -2.7
FDIV MarketDesk Focused U.S. Dividend ETF 2.0 35 5 10.8 +3.2
COWZ Pacer US Cash Cows 100 ETF 2.0 49 -9 11.7 +4.1
FDLS Inspire Fidelis Multi Factor ETF 2.0 76 -36 5.9 -1.7
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 37 5.1 -2.5
FFTY Innovator IBD 50 ETF 2.0 80 -40 -0.2 -7.8
LCLG Logan Capital Broad Innovative Growth ETF 2.0 99 -59 4.5 -3.0
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 29 4.9 -2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.0 40 0 5.6 -1.9
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.9 -2.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 15 10.1 +2.6
SPGP Invesco S&P 500 GARP ETF 2.0 34 6 8.6 +1.1
DFAC Dimensional U.S. Core Equity 2 ETF 2.0 17 23 5.4 -2.2
DFAU Dimensional US Core Equity Market ETF 2.0 12 28 5.0 -2.5
GVLU Gotham 1000 Value ETF 2.0 50 -10 8.0 +0.4
VOT Vanguard Mid-Cap Growth ETF 1.9 7 33 3.3 -4.3
MGC Vanguard Mega Cap ETF 1.9 7 33 4.8 -2.8
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -8 5.3 -2.2
IWV iShares Russell 3000 ETF 1.9 20 20 4.6 -2.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.8 -2.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.9 25 15 5.2 -2.3
VOO Vanguard S&P 500 ETF 1.9 3 37 5.0 -2.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -27 8.9 +1.4
LRND IQ U.S. Large Cap R&D Leaders ETF 1.9 14 26 6.0 -1.6
RGEF Rockefeller Global Equity ETF 1.9 55 -15 4.4 -3.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 20 5.1 -2.4
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 20 6.5 -1.1
MODL VictoryShares WestEnd U.S. Sector ETF 1.8 42 -2 4.7 -2.9
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -49 4.4 -3.2
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 4.5 -3.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.8 52 -12 5.4 -2.2
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.9 -2.6
VONE Vanguard Russell 1000 ETF 1.8 8 32 4.9 -2.7
SPXT ProShares S&P 500 Ex-Technology ETF 1.8 9 31 5.2 -2.4
SNPE Xtrackers S&P 500 ESG ETF 1.8 10 30 5.1 -2.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.8 14 26 4.9 -2.7
RECS Columbia Research Enhanced Core ETF 1.8 15 25 5.9 -1.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 1.8 10 30 4.3 -3.2
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.8 10 30 4.4 -3.2
SCHK Schwab 1000 Index ETF 1.8 5 35 4.9 -2.6
VV Vanguard Large-Cap ETF 1.8 4 36 4.9 -2.7
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 4.7 -2.9
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.9 -2.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 1.8 45 -5 -7.6 -15.2
DSI iShares MSCI KLD 400 Social ETF 1.8 25 15 5.2 -2.4
FVAL Fidelity Value Factor ETF 1.8 15 25 6.9 -0.7
PSET Principal Quality ETF 1.8 15 25 5.5 -2.1
LEAD Siren DIVCON Leaders Dividend ETF 1.7 43 -3 4.7 -2.9
RAYD Rayliant Quantitative Developed Market Equity ETF 1.7 80 -40 4.3 -3.3
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 -9 5.7 -1.9
BNGE First Trust S-Network Streaming and Gaming ETF 1.7 70 -30 -3.3 -10.8
VTHR Vanguard Russell 3000 ETF 1.7 10 30 4.8 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 1.7 9 31 6.1 -1.5
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -7 3.5 -4.1
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.9 -2.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.7 80 -40 5.8 -1.8
QDIV Global X S&P 500 Quality Dividend ETF 1.7 20 20 8.7 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 4.6 -3.0
SIZE iShares MSCI USA Size Factor ETF 1.7 15 25 6.1 -1.5
MMTM SPDR S&P 1500 Momentum Tilt ETF 1.7 12 28 4.5 -3.0
VTI Vanguard Total Stock Market ETF 1.7 3 37 4.8 -2.8
RND First Trust Bloomberg R&D Leaders ETF 1.6 60 -20 3.5 -4.0
FDVV Fidelity High Dividend ETF 1.6 15 25 8.8 +1.2
TOK iShares MSCI Kokusai ETF 1.6 26 14 4.9 -2.7
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.6 9 31 5.9 -1.7
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 12.2 +4.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.6 58 -18 4.7 -2.8
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 5.2 -2.3
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 31 5.1 -2.5
SFYF SoFi Social 50 ETF 1.6 29 11 -1.9 -9.5
PDP Invesco Dorsey Wright Momentum ETF 1.6 62 -22 3.3 -4.3
TTAC FCF US Quality ETF 1.6 59 -19 5.9 -1.7
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 22 5.4 -2.1
JAVA JPMorgan Active Value ETF 1.6 44 -4 5.7 -1.8
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 6.6 -0.9
XT iShares Exponential Technologies ETF 1.6 46 -6 4.7 -2.9
TMFX Motley Fool Next Index ETF 1.6 50 -10 2.9 -4.7
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.6 15 25 5.9 -1.7
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.5 60 -20 5.8 -1.8
DGRW WisdomTree US Quality Dividend Growth Fund 1.5 28 12 5.5 -2.1
URTH iShares MSCI World ETF 1.5 24 16 5.0 -2.5
SFY SoFi Select 500 ETF 1.5 0 40 4.6 -3.0
SPHB Invesco S&P 500 High Beta ETF 1.5 25 15 4.7 -2.8
GLOF iShares Global Equity Factor ETF 1.5 20 20 6.6 -1.0
TMFC Motley Fool 100 Index ETF 1.5 50 -10 3.7 -3.9
WDIV SPDR S&P Global Dividend ETF 1.5 40 0 9.6 +2.0
JEPI JPMorgan Equity Premium Income ETF 1.5 35 5 5.3 -2.2
STXM Strive Mid-Cap ETF 1.5 18 22 6.1 -1.5
NULG Nuveen ESG Large-Cap Growth ETF 1.5 26 14 3.8 -3.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 36 5.8 -1.8
ALTL Pacer Lunt Large Cap Alternator ETF 1.5 60 -20 4.9 -2.7
MAGA Point Bridge America First ETF 1.5 72 -32 6.1 -1.4
SUSA iShares MSCI USA ESG Select ETF 1.4 25 15 5.1 -2.5
DIA SPDR Dow Jones Industrial Average ETF Trust 1.4 16 24 5.2 -2.4
KOMP SPDR S&P Kensho New Economies Composite ETF 1.4 20 20 0.9 -6.7
QTUM Defiance Quantum ETF 1.4 40 0 5.3 -2.3
BFGFX Baron Focused Growth Retail 1.4 75 -35 2.9 -4.7
ACWI iShares MSCI ACWI ETF 1.4 32 8 5.1 -2.4
SWP SWP Growth & Income ETF 1.4 99 -59 4.2 -3.4
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 20 7.8 +0.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.4 45 -5 4.7 -2.9
SFYX SoFi Next 500 ETF 1.4 0 40 4.8 -2.8
AESR Anfield U.S. Equity Sector Rotation ETF 1.4 108 -68 4.2 -3.4
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 1.3 60 -20 5.9 -1.7
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 30 5.3 -2.3
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.3 20 20 4.7 -2.9
CGGR Capital Group Growth ETF 1.3 39 1 2.6 -5.0
GINN Goldman Sachs Innovate Equity ETF 1.3 52 -12 2.4 -5.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.3 -2.3
WCEO Hypatia Women CEO ETF 1.3 85 -45 4.7 -2.9
VBK Vanguard Small-Cap Growth ETF 1.3 7 33 1.1 -6.5
NACP Impact Shares NAACP Minority Empowerment ETF 1.3 49 -9 4.7 -2.9
MOTE VanEck Morningstar ESG Moat ETF 1.2 49 -9 5.8 -1.8
THRO iShares U.S. Thematic Rotation Active ETF 1.2 90 -50 3.8 -3.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.2 32 8 4.6 -2.9
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 6.0 -1.6
TXS Texas Capital Texas Equity Index ETF 1.2 49 -9 4.9 -2.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.2 -2.4
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 15 25 7.1 -0.4
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.1 64 -24 1.9 -5.7
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.8 -3.8
VT Vanguard Total World Stock ETF 1.1 7 33 5.4 -2.1
HLAL Wahed FTSE USA Shariah ETF 1.1 50 -10 4.9 -2.7
FQAL Fidelity Quality Factor ETF 1.1 15 25 5.8 -1.7
GINX SGI Enhanced Global Income ETF 1.1 98 -58 7.5 -0.1
HAPI Harbor Human Capital Factor US Large Cap ETF 1.1 36 4 4.6 -3.0
ICAP InfraCap Equity Income Fund ETF 1.1 171 -131 5.5 -2.1
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 6.7 -0.9
HAIL SPDR S&P Kensho Smart Mobility ETF 1.1 45 -5 -1.7 -9.3
XITK SPDR FactSet Innovative Technology ETF 1.1 45 -5 -4.9 -12.5
BFOR ALPS Barron's 400 ETF 1.1 65 -25 5.8 -1.8
LCF Touchstone US Large Cap Focused ETF 1.1 69 -29 4.0 -3.5
SPHQ Invesco S&P 500 Quality ETF 1.0 15 25 5.5 -2.1
WRND IQ Global Equity R&D Leaders ETF 1.0 18 22 7.4 -0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.0 7 33 5.7 -1.9
IJJ iShares S&P Mid-Cap 400 Value ETF 1.0 18 22 7.9 +0.3
FCPI Fidelity Stocks for Inflation ETF 1.0 15 25 7.8 +0.3
NIXT Research Affiliates Deletions ETF 1.0 9 31 5.4 -2.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 25 7.2 -0.4
FDTX Fidelity Disruptive Technology ETF 1.0 50 -10 2.8 -4.8
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 25 7.9 +0.3
IWS iShares Russell Mid-Cap Value ETF 1.0 23 17 6.5 -1.1
QUAL iShares MSCI USA Quality Factor ETF 1.0 15 25 5.5 -2.1
PY Principal Value ETF 1.0 15 25 7.1 -0.5
PTL Inspire 500 ETF 1.0 9 31 5.7 -1.8
FSST Fidelity Sustainable U.S. Equity ETF 1.0 59 -19 1.9 -5.6
CGDG Capital Group Dividend Growers ETF 1.0 47 -7 6.4 -1.2
KOCG FIS Knights of Columbus Global Belief ETF 1.0 75 -35 4.7 -2.9
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.0 45 -5 3.0 -4.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.0 38 2 6.5 -1.1
IVW iShares S&P 500 Growth ETF 1.0 18 22 4.0 -3.6
SPYG SPDR Portfolio S&P 500 Growth ETF 1.0 4 36 4.1 -3.5
BLES Inspire Global Hope ETF 1.0 61 -21 6.5 -1.0
ISCG iShares Morningstar Small-Cap Growth ETF 0.9 6 34 2.2 -5.4
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.1 -3.4
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 7.8 +0.3
VO Vanguard Mid-Cap ETF 0.9 4 36 5.4 -2.2
VB Vanguard Small-Cap ETF 0.9 5 35 5.0 -2.6
FELG Fidelity Enhanced Large Cap Growth ETF 0.9 18 22 4.6 -3.0
JGRO JPMorgan Active Growth ETF 0.9 44 -4 3.6 -4.0
SMMD iShares Russell 2500 ETF 0.9 15 25 5.6 -2.0
EGUS iShares ESG Aware MSCI USA Growth ETF 0.9 18 22 4.3 -3.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 34 7.9 +0.3
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 28 6.4 -1.2
DUHP Dimensional US High Profitability ETF 0.9 21 19 6.5 -1.1
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 6.1 -1.5
JOET Virtus Terranova US Quality Momentum ETF 0.9 29 11 4.4 -3.2
TRFM AAM Transformers ETF 0.9 49 -9 1.0 -6.6
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.8 -2.8
ISCB iShares Morningstar Small-Cap ETF 0.8 4 36 5.2 -2.4
VAMO Cambria Value & Momentum ETF 0.8 61 -21 6.1 -1.5
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 6.5 -1.1
IOO iShares Global 100 ETF 0.8 41 -1 4.7 -2.8
QGRW WisdomTree U.S. Quality Growth Fund 0.8 28 12 4.7 -2.9
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -5 3.7 -3.9
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.8 20 20 5.4 -2.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 10 30 6.5 -1.1
FSMO Fidelity Small-Mid Cap Opportunities ETF 0.8 60 -20 6.0 -1.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 37 6.5 -1.1
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 16 6.3 -1.3
CGGO Capital Group Global Growth Equity ETF 0.8 47 -7 4.4 -3.1
STXG Strive 1000 Growth ETF 0.8 18 22 4.0 -3.5
EZM WisdomTree U.S. MidCap Fund 0.8 38 2 8.4 +0.9
IWR iShares Russell Midcap ETF 0.8 19 21 5.5 -2.1
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.8 24 16 7.0 -0.6
CVAR Cultivar ETF 0.8 87 -47 7.1 -0.5
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 0.8 60 -20 6.3 -1.3
ILCG iShares Morningstar Growth ETF 0.7 4 36 3.8 -3.7
BUZZ VanEck Social Sentiment ETF 0.7 75 -35 0.9 -6.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.7 15 25 6.9 -0.7
ISCV iShares Morningstar Small Cap Value ETF 0.7 6 34 8.0 +0.4
DFSV Dimensional US Small Cap Value ETF 0.7 31 9 8.8 +1.2
BPTRX Baron Partners Retail 0.7 75 -35 2.8 -4.8
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 4.6 -3.0
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.7 15 25 4.4 -3.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 4.9 -2.7
NUSC Nuveen ESG Small-Cap ETF 0.6 31 9 5.2 -2.4
VBR Vanguard Small Cap Value ETF 0.6 7 33 8.0 +0.4
DFAT Dimensional U.S. Targeted Value ETF 0.6 28 12 8.0 +0.4
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 25 6.4 -1.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 23 5.1 -2.5
JHSC John Hancock Multifactor Small Cap ETF 0.6 42 -2 6.3 -1.3
SMLF iShares U.S. SmallCap Equity Factor ETF 0.6 15 25 4.7 -2.8
BGIG Bahl & Gaynor Income Growth ETF 0.6 45 -5 5.1 -2.5
FNK First Trust Mid Cap Value AlphaDEX Fund 0.6 70 -30 10.5 +2.9
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -20 3.4 -4.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 25 5.1 -2.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.0 -1.5
QDF FlexShares Quality Dividend Index Fund 0.6 37 3 6.1 -1.5
VXF Vanguard Extended Market ETF 0.6 6 34 3.5 -4.1
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.6 -2.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.6 20 20 -7.7 -15.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.6 20 20 9.6 +2.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 36 4.1 -3.5
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.4 -3.1
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 7.8 +0.2
TMAT Main Thematic Innovation ETF 0.5 164 -124 -1.3 -8.9
DFAS Dimensional U.S. Small Cap ETF 0.5 26 14 5.7 -1.9
VUG Vanguard Growth ETF 0.5 4 36 4.0 -3.5
MGK Vanguard Mega Cap Growth ETF 0.5 7 33 4.3 -3.3
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 2 8.3 +0.7
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 8.9 +1.3
DARP Grizzle Growth ETF 0.5 75 -35 3.7 -3.9
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 5.5 -2.1
STXD Strive 1000 Dividend Growth ETF 0.5 35 5 5.2 -2.4
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -25 2.2 -5.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -20 7.8 +0.3
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 0.7 -6.9
ZECP Zacks Earnings Consistent Portfolio ETF 0.5 55 -15 4.6 -3.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.4 15 25 6.0 -1.6
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 10 7.9 +0.3
FDWM Fidelity Women's Leadership ETF 0.4 59 -19 4.7 -2.9
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.8 -4.8
IMCB iShares Morningstar Mid-Cap ETF 0.4 4 36 5.7 -1.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.4 42 -2 5.0 -2.6
CGUS Capital Group Core Equity ETF 0.4 33 7 4.3 -3.3
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.3 20 20 5.1 -2.5
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.3 40 0 3.6 -4.0
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -20 7.0 -0.6
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 4.3 -3.3
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 4.5 -3.0
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 6.1 -1.5
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.2 +0.6
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 3.9 -3.7
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 2.2 -5.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -12 5.4 -2.2
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -18 5.4 -2.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 15 7.2 -0.4
VOOG Vanguard S&P 500 Growth ETF 0.2 10 30 4.5 -3.1
VFQY Vanguard U.S. Quality Factor ETF 0.2 13 27 6.4 -1.2
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 6.1 -1.4
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF 0.2 42 -2 6.1 -1.5
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 4.3 -3.3
PPA Invesco Aerospace & Defense ETF 0.2 58 -18 2.5 -5.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 6.6 -1.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 36 5.4 -2.2
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 17 3.1 -4.5
STXK Strive Small-Cap ETF 0.2 18 22 5.2 -2.4
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 7.2 -0.3
VONG Vanguard Russell 1000 Growth ETF 0.1 8 32 4.6 -3.0
FYC First Trust Small Cap Growth AlphaDEX Fund 0.1 71 -31 -0.4 -8.0
TMFG Motley Fool Global Opportunities ETF 0.1 85 -45 3.6 -4.0
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 4.7 -2.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 28 7.3 -0.3
DFND Siren DIVCON Dividend Defender ETF -0.5 189 -149 0.0 -7.6

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

  2019 2020 2021 2022 2023 2024E 2025E
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
  2023 2024E 2025E
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 17.9 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 7.6 %
info More information on ALTAR Score™

MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING
1.66 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.