iShares U.S. Telecommunications ETF
ALTAR
Score™		 10.5% info Recommen-
dation		 SPECULATIVE
2022E    2023E
P/E
ratio		 11.4x P/Sales
ratio		 1.5x
P/BV
ratio		 1.8x Div.
yield		 3.1%


  • 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) $349
Currency USD
Expense ratio 39 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) $98,422
Large cap (>$10bn) 74.8%
Mid cap ($2-10bn) 25.2%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CISCO SYSTEMS INC 17.3 %
VERIZON COMMUNICATIONS INC 14.6 %
COMCAST CORP-CL A 13.0 %
AT&T INC 5.2 %
T-MOBILE US, INC. 4.4 %
MOTOROLA SOLUTIONS 3.6 %
UBIQUITI INC. 3.5 %
ARISTA NETWORKS, INC. 3.5 %
VIASAT INC 3.5 %
CIENA CORP 3.5 %
Total 72.2 %

TOP COUNTRY EXPOSURE
UNITED STATES 100.0 %










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.
-28.8% -26.1% -2.9% 1.9% -1.5%

Market Correlations
versus... Beta R-squared
S&P500 0.86 76%
MSCI EAFE 0.90 75%
MSCI Emg. Mkts. 0.68 45%

Technical Indicators
Recent close $23.09
30d moving avg. $22.50
Annualized volatility 20.6%
Short interest (ETF) 0.0%
Short interest (Underlying) 3.2%
Relative strength (RSI) 62

Liquidity measures
Avg. volume (thou.) 1,130
Turnover 7.5%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $5,679

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 592 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: 39 bp ALTAR Score™: 10.5%


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
(%)
XTL SPDR S&P Telecom ETF 41.2 35 4 6.2 -4.3
IGN iShares North American Tech-Multimedia Networking ETF 32.0 40 -1 6.1 -4.3
JHCS John Hancock Multifactor Media & Communications ETF 28.3 40 -1 9.5 -1.0
EWCO Invesco S&P 500 Equal Weight Communication Services ETF 27.0 40 -1 10.5 -0.0
FCOM Fidelity MSCI Telecommunication Services Index ETF 24.3 8 31 7.6 -2.8
VOX Vanguard Telecommunication Services Index Fund 24.2 10 29 7.5 -3.0
XLC Communication Services Select Sector SPDR Fund 23.3 10 29 9.9 -0.5
IXP iShares Global Comm Services ETF 18.9 40 -1 9.7 -0.8
PXQ Invesco Dynamic Networking ETF 18.1 63 -24 5.8 -4.7
BYTE Roundhill IO Digital Infrastructure ETF 17.4 76 -37 4.8 -5.7
FIVG Defiance Next Gen Connectivity ETF 16.9 30 9 7.1 -3.3
TRFK Pacer Data and Digital Revolution ETF 16.7 60 -21 6.5 -4.0
IDAT iShares Cloud 5G and Tech ETF 12.3 47 -8 6.3 -4.1
FDN First Trust Dow Jones Internet Index Fund 11.6 51 -12 3.7 -6.8
FDL First Trust Morningstar Dividend Leaders Index Fund 11.5 45 -6 9.4 -1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.1 50 -11 8.4 -2.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 10.9 7 32 9.8 -0.7
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.7 47 -8 6.1 -4.4
UFO Procure Space ETF 10.2 75 -36 2.8 -7.7
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.1 15 24 7.7 -2.8
ABEQ Absolute Core Strategy ETF 9.9 85 -46 4.6 -5.9
SUBS Fount Subscription Economy ETF 9.9 70 -31 5.6 -4.8
CIBR First Trust NASDAQ CEA Cybersecurity ETF 9.6 60 -21 4.5 -5.9
NXTG First Trust Indxx NextG ETF 9.6 70 -31 7.2 -3.3
HDV iShares Core High Dividend ETF 9.5 8 31 8.4 -2.0
PZLD Puzzle Divdend Leaders 9.4 10 29 7.2 -3.2
DURA VanEck Morningstar Durable Dividend ETF 9.4 29 10 8.4 -2.1
VLUE iShares MSCI USA Value Factor ETF 9.1 15 24 12.6 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 9.0 20 19 6.7 -3.8
ACSI American Customer Satisfaction Core Alpha ETF 8.8 65 -26 4.8 -5.7
RAFE PIMCO RAFI ESG U.S. ETF 8.6 29 10 8.8 -1.7
VEGN US Vegan Climate ETF 8.5 60 -21 6.2 -4.2
SKYY First Trust Cloud Computing ETF 8.5 60 -21 4.1 -6.3
DIVZ TrueShares Low Volatility Equity Income ETF 8.3 65 -26 10.3 -0.2
GBLO Global Beta Low Beta ETF 8.3 29 10 0.0 -10.5
IUSA Amberwave Invest USA JSG Fund 8.1 67 -28 6.6 -3.8
HACK ETFMG Prime Cyber Security ETF 8.0 60 -21 4.5 -6.0
USMV iShares Edge MSCI Min Vol USA ETF 7.9 15 24 6.2 -4.3
EQRR ProShares Equities for Rising Rates ETF 7.9 35 4 8.5 -1.9
FPAG FPA Global Equity ETF 7.7 49 -10 7.0 -3.5
SDOG ALPS Sector Dividend Dogs ETF 7.6 40 -1 9.8 -0.6
SCHD Schwab U.S. Dividend Equity ETF 7.5 6 33 8.9 -1.6
XPND First Trust Expanded Technology ETF 7.5 65 -26 6.8 -3.7
ESGS Columbia Sustainable U.S. Equity Income ETF 7.5 35 4 7.8 -2.7
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.3 48 -9 7.3 -3.1
ITAN Sparkline Intangible Value ETF 7.3 50 -11 7.9 -2.5
ACVF American Conservative Values ETF 7.3 75 -36 5.6 -4.9
ROCI ROC ETF 6.8 49 -10 5.3 -5.1
JDIV JPMorgan U.S. Dividend ETF 6.8 12 27 0.0 -10.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 6.8 30 9 9.3 -1.1
ICAP InfraCap Equity Income Fund ETF 6.8 80 -41 9.6 -0.9
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 6.6 15 24 14.0 +3.6
LVHD Legg Mason Low Volatility High Dividend ETF 6.6 27 12 8.0 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.6 60 -21 5.5 -5.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.5 18 21 6.4 -4.1
SPDV AAM S&P 500 High Dividend Value ETF 6.5 29 10 11.4 +0.9
HDIV QRAFT AI-Enhanced U.S. High Dividend ETF 6.3 75 -36 7.7 -2.8
GVIP Goldman Sachs Hedge Industry VIP ETF 6.2 45 -6 5.1 -5.3
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF 6.2 69 -30 7.6 -2.9
HVAL ALPS Hillman Active Value ETF 6.2 55 -16 8.0 -2.5
EDOW First Trust Dow 30 Equal Weight ETF 6.2 50 -11 7.2 -3.3
SDEI Sound Equity Income ETF 6.2 45 -6 10.2 -0.3
KVLE KFA Value Liner Dynamic Core Equity Index ETF 6.1 55 -16 6.6 -3.9
HKND Humankind US Stock ETF 6.1 11 28 7.9 -2.6
RFDA RiverFront Dynamic US Dividend Advantage ETF 6.1 52 -13 7.9 -2.5
CDL VictoryShares US Large Cap High Dividend Volatility Wtd Idx 6.0 35 4 9.7 -0.8
FTQI First Trust Nasdaq BuyWrite Income ETF 6.0 85 -46 4.6 -5.8
EQWL Invesco Russell Top 200 Equal Weight ETF 6.0 25 14 7.4 -3.0
XDAT Franklin Exponential Data ETF 5.9 50 -11 4.2 -6.2
IWX iShares Russell Top 200 Value ETF 5.8 20 19 7.5 -3.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.8 46 -7 7.1 -3.4
LVOL American Century Low Volatility ETF 5.8 29 10 5.8 -4.7
JMIN JPMorgan U.S. Minimum Volatility ETF 5.8 12 27 0.0 -10.5
QYLD Global X NASDAQ 100 Covered Call ETF 5.8 60 -21 5.9 -4.6
QRMI Global X NASDAQ 100 Risk Managed Income ETF 5.8 60 -21 6.0 -4.4
DFUV Dimensional US Marketwide Value ETF 5.7 23 16 8.5 -1.9
RYT Invesco S&P 500 Equal Weight Technology ETF 5.7 40 -1 7.4 -3.0
NUSI Nationwide Risk-Managed Income ETF 5.7 68 -29 5.9 -4.5
UGCE Uncommon Portfolio Design Core Equity ETF 5.7 65 -26 0.0 -10.5
VFMV Vanguard U.S. Minimum Volatility ETF 5.6 13 26 6.7 -3.8
QYLG Global X Nasdaq 100 Covered Call & Growth ETF 5.6 60 -21 5.9 -4.6
MRND IQ U.S. Mid Cap R&D Leaders ETF 5.6 16 23 2.6 -7.9
QQMG Invesco ESG NASDAQ 100 ETF 5.5 20 19 6.8 -3.6
FBCV Fidelity Blue Chip Value ETF 5.5 59 -20 7.2 -3.3
QQQ Invesco QQQ Trust 5.5 20 19 6.3 -4.2
QQQM Invesco NASDAQ 100 ETF 5.5 15 24 6.7 -3.8
IUS Invesco Strategic US ETF 5.4 19 20 7.8 -2.7
QTR Global X NASDAQ 100 Tail Risk ETF 5.4 60 -21 6.0 -4.5
SIXA 6 Meridian Mega Cap Equity ETF 5.4 82 -43 7.6 -2.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.3 18 21 8.3 -2.1
QCLR Global X NASDAQ 100 Collar 95-110 ETF 5.3 60 -21 6.0 -4.5
SPMV Invesco S&P 500 Minimum Variance ETF 5.3 10 29 6.4 -4.1
FLLV Franklin Liberty U.S. Low Volatility ETF 5.3 29 10 6.4 -4.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.2 35 4 7.7 -2.7
HEET Hartford Schroders ESG US Equity ETF 5.2 39 0 7.4 -3.0
GBDV Global Beta Smart Income ETF 5.2 29 10 0.0 -10.5
SPVU Invesco S&P 500 Enhanced Value ETF 5.2 13 26 11.9 +1.4
FNDX Schwab Fundamental U.S. Large Co. Index ETF 5.2 25 14 7.8 -2.7
LYFE 2nd Vote Life Neutral Plus ETF 5.1 75 -36 8.4 -2.1
USMC Principal U.S. Mega-Cap Multi-Factor Index ETF 5.1 12 27 6.3 -4.2
DHS WisdomTree U.S. High Dividend Fund 5.1 38 1 8.3 -2.2
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 5.1 30 9 9.3 -1.1
ACWV iShares MSCI Global Min Vol Factor ETF 5.0 20 19 6.9 -3.6
NUDV Nuveen ESG Dividend ETF 5.0 25 14 7.6 -2.9
SIXH 6 Meridian Hedged Equity-Index Option Strategy ETF 5.0 87 -48 7.2 -3.3
GSPY Gotham Enhanced 500 ETF 5.0 50 -11 7.0 -3.4
QUS SPDR MSCI USA StrategicFactors ETF 4.9 15 24 6.9 -3.6
CVAR Cultivar ETF 4.9 87 -48 8.3 -2.2
YLDE ClearBridge Dividend Strategy ESG ETF 4.9 59 -20 6.3 -4.1
QDEF FlexShares Quality Dividend Defensive Index Fund 4.9 37 2 7.6 -2.8
FLV American Century Focused Large Cap Value ETF 4.9 42 -3 7.1 -3.3
PRF Invesco FTSE RAFI US 1000 ETF 4.9 39 0 7.7 -2.8
FITE SPDR Kensho Future Security ETF 4.9 45 -6 3.9 -6.6
JAVA JPMorgan Active Value ETF 4.9 44 -5 6.7 -3.7
ROUS Hartford Multifactor US Equity ETF 4.9 19 20 8.1 -2.4
QDF FlexShares Quality Dividend Index Fund 4.9 37 2 8.1 -2.4
QDYN FlexShares Quality Dividend Dynamic Index Fund 4.9 37 2 8.9 -1.6
FNDB Schwab Fundamental U.S. Broad Market Index ETF 4.8 25 14 7.7 -2.8
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF 4.8 30 9 8.2 -2.2
VLU SPDR S&P 1500 Value Tilt ETF 4.7 12 27 8.3 -2.2
RUFF Alpha Dog ETF 4.7 90 -51 5.8 -4.7
WBIY WBI Power Factor High Dividend ETF 4.7 70 -31 12.2 +1.7
FMIL Fidelity New Millennium ETF 4.6 59 -20 6.8 -3.7
STLV iShares Factors US Value Style ETF 4.6 25 14 9.7 -0.8
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.6 38 1 7.1 -3.4
VYM Vanguard High Dividend Yield Index ETF 4.6 6 33 7.9 -2.6
DIVB iShares U.S. Dividend & Buyback ETF 4.6 5 34 8.1 -2.4
ENTR Entrepreneur 30 Fund 4.5 49 -10 3.5 -7.0
FLQL Franklin LibertyQ U.S. Equity ETF 4.5 15 24 8.0 -2.5
IWD iShares Russell 1000 Value ETF 4.4 18 21 7.4 -3.1
VONV Vanguard Russell 1000 Value Index Fund 4.4 8 31 7.5 -3.0
DEW WisdomTree Global High Dividend Fund 4.4 58 -19 9.8 -0.7
VUSE Vident Core US Equity Fund 4.4 50 -11 10.5 +0.1
MGV Vanguard Mega Cap Value ETF 4.3 7 32 7.6 -2.9
FDRR Fidelity Dividend ETF for Rising Rates 4.2 29 10 8.1 -2.4
DIVO Amplify YieldShares CWP Dividend & Option Income ETF 4.2 55 -16 6.8 -3.6
RWL Invesco S&P 500 Revenue ETF 4.1 39 0 7.3 -3.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 10 7.6 -2.9
NACP Impact Shares NAACP Minority Empowerment ETF 4.1 49 -10 6.3 -4.1
AIQ Global X Future Analytics Tech ETF 4.1 68 -29 5.8 -4.7
ULVM VictoryShares USAA MSCI USA Value Momentum ETF 4.1 20 19 9.6 -0.9
IVE iShares S&P 500 Value ETF 4.1 18 21 6.9 -3.5
GENY Principal Millennials Index ETF 4.1 45 -6 5.3 -5.2
SPYV SPDR Portfolio S&P 500 Value ETF 4.1 4 35 7.1 -3.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 4.0 70 -31 5.6 -4.9
QGRO American Century STOXX U.S. Quality Growth ETF 4.0 29 10 5.7 -4.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 57 -18 6.0 -4.5
TMFX Motley Fool Next Index ETF 4.0 50 -11 3.9 -6.5
SDEP SFP Core Equity Strategy 4.0 0 39 7.7 -2.8
VOOV Vanguard S&P 500 Value ETF 3.9 10 29 7.0 -3.5
FTA First Trust Large Cap Value AlphaDEX Fund 3.9 59 -20 10.0 -0.5
IUSV iShares Core S&P U.S. Value ETF 3.9 4 35 7.1 -3.3
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.9 35 4 6.1 -4.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 3.9 20 19 7.6 -2.9
REVS Columbia Research Enhanced Value ETF 3.8 19 20 9.1 -1.4
PKW Invesco Buyback Achievers ETF 3.8 64 -25 8.6 -1.8
USXF iShares ESG Advanced MSCI USA ETF 3.8 10 29 6.4 -4.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 3.8 24 15 8.5 -2.0
ILCV iShares Morningstar Value ETF 3.8 4 35 7.6 -2.9
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 3.7 58 -19 4.3 -6.2
VFVA Vanguard U.S. Value Factor ETF 3.7 13 26 11.6 +1.1
AUSF Global X Adaptive U.S. Factor ETF 3.7 27 12 7.0 -3.5
XNTK SPDR NYSE Technology ETF 3.7 35 4 5.9 -4.5
EPS WisdomTree U.S. Earnings 500 Fund 3.7 8 31 7.8 -2.6
VTV Vanguard Value Index Fund 3.7 4 35 7.7 -2.8
GURU Global X Guru Index ETF 3.7 75 -36 4.5 -6.0
LGLV SPDR Russell 1000 Low Volatility ETF 3.7 12 27 5.8 -4.7
VNMC Natixis Vaughan Nelson Mid Cap ETF 3.6 85 -46 6.8 -3.7
IVDG Invesco Focused Discovery Growth ETF 3.6 59 -20 4.5 -6.0
VNSE Natixis Vaughan Nelson Select ETF 3.6 80 -41 4.0 -6.5
DGRW WisdomTree U.S. Quality Dividend Growth Fund 3.6 28 11 7.2 -3.3
XLG Invesco S&P 500 Top 50 ETF 3.6 20 19 6.0 -4.4
GBUY Goldman Sachs Future Consumer Equity ETF 3.6 75 -36 3.5 -7.0
SPXV ProShares S&P 500 Ex-Health Care ETF 3.6 27 12 6.1 -4.4
KONG Formidable Fortress ETF 3.6 89 -50 6.0 -4.5
DSTL Distillate US Fundamental Stability & Value ETF 3.6 39 0 8.0 -2.5
SPXN ProShares S&P 500 Ex-Financials ETF 3.6 27 12 6.3 -4.2
FPX First Trust US IPO Index Fund 3.5 57 -18 1.8 -8.7
JHMT John Hancock Multifactor Technology ETF 3.5 40 -1 7.2 -3.3
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 35 7.4 -3.0
FFND Future Fund Active ETF 3.5 101 -62 2.6 -7.8
OEF iShares S&P 100 ETF 3.5 20 19 6.3 -4.2
IHAK iShares Cybersecurity & Tech ETF 3.5 47 -8 4.2 -6.2
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -16 7.4 -3.1
NUMG Nuveen ESG Mid-Cap Growth ETF 3.5 30 9 2.4 -8.1
ONEQ Fidelity Nasdaq Composite Index Tracking Stock 3.4 21 18 4.7 -5.8
FUNL CornerCap Fundametrics Large-Cap ETF 3.4 50 -11 8.3 -2.2
PFM Invesco Dividend Achievers ETF 3.4 53 -14 6.4 -4.1
RFFC RiverFront Dynamic US Flex-Cap ETF 3.4 52 -13 6.3 -4.1
HAPY Harbor Corporate Culture Leaders ETF 3.4 36 3 3.2 -7.2
KRMA Global X Conscious Companies ETF 3.4 43 -4 6.6 -3.9
VALQ American Century STOXX U.S. Quality Value ETF 3.3 29 10 10.3 -0.1
CLRG IQ Chaikin U.S. Large Cap ETF 3.3 25 14 6.6 -3.9
LIV Emles (a)Home ETF 3.3 49 -10 5.6 -4.8
AVDR AVDR US LargeCap Leading ETF 3.3 60 -21 0.0 -10.5
DVY iShares Select Dividend ETF 3.3 39 0 9.0 -1.4
WKLY SoFi Weekly Dividend ETF 3.3 49 -10 8.3 -2.2
DGRO iShares Core Dividend Growth ETF 3.3 8 31 7.7 -2.8
XLK Technology Select Sector SPDR Fund 3.2 10 29 6.7 -3.7
SPYD SPDR S&P 500 High Dividend ETF 3.2 7 32 11.0 +0.6
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 9 7.0 -3.4
PWV Invesco Dynamic Large Cap Value ETF 3.2 58 -19 7.9 -2.6
VDNI V-Shares US Leadership Diversity ETF 3.2 29 10 6.8 -3.6
SPXE ProShares S&P 500 Ex-Energy ETF 3.2 27 12 6.4 -4.1
RESP WisdomTree US ESG Fund of Benef Interest 3.2 28 11 7.6 -2.9
VOT Vanguard Mid-Cap Growth Index Fund 3.1 7 32 4.8 -5.7
VIG Vanguard Dividend Appreciation Index Fund 3.1 6 33 6.5 -3.9
DIV Global X SuperDividend US ETF 3.1 45 -6 6.9 -3.6
WOMN Impact Shares YWCA Women's Empowerment ETF 3.1 75 -36 6.4 -4.1
EFIV SPDR S&P 500 ESG ETF 3.1 10 29 6.6 -3.8
USVT US Value ETF 3.1 49 -10 11.4 +1.0
CDC VictoryShares US EQ Income Enhanced Volatility Wtd Index ETF 3.1 35 4 9.9 -0.6
LEGR First Trust Indxx Innovative Transaction & Process ETF 3.1 65 -26 9.9 -0.6
NULV Nuveen ESG Large-Cap Value ETF 3.1 25 14 7.9 -2.5
SNPE Xtrackers S&P 500 ESG ETF 3.1 10 29 6.6 -3.8
CGDV Capital Group Dividend Value ETF 3.1 33 6 6.9 -3.6
SDGA Impact Shares Sustainable Development Goals Global ETF 3.1 75 -36 7.2 -3.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 3.1 7 32 6.3 -4.1
DLN WisdomTree U.S. LargeCap Dividend Fund 3.1 28 11 7.2 -3.3
FQAL Fidelity Quality Factor ETF 3.1 29 10 7.5 -3.0
FDLO Fidelity Low Volatility Factor ETF 3.1 29 10 6.1 -4.4
IGM iShares Expanded Tech Sector ETF 3.1 40 -1 6.2 -4.2
BUZZ VanEck Social Sentiment ETF 3.1 75 -36 2.2 -8.2
SSPY Syntax Stratified LargeCap ETF 3.0 30 9 7.2 -3.3
VMAT V-Shares MSCI World ESG Materiality and Carbon Transition ET 3.0 39 0 6.6 -3.9
XITK SPDR FactSet Innovative Technology ETF 3.0 45 -6 -4.5 -14.9
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 3.0 60 -21 3.5 -7.0
PSET Principal Price Setters Index ETF 3.0 15 24 6.8 -3.6
RPV Invesco S&P 500 Pure Value ETF 3.0 35 4 10.1 -0.4
PWC Invesco Dynamic Market ETF 3.0 60 -21 7.1 -3.4
COWZ Pacer US Cash Cows 100 ETF 3.0 49 -10 11.6 +1.1
ETHO Etho Climate Leadership U.S. ETF 3.0 47 -8 4.7 -5.8
DIVS SmartETFs Dividend Builder ETF 3.0 65 -26 5.6 -4.9
SPXT ProShares S&P 500 Ex-Technology ETF 3.0 27 12 6.5 -4.0
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 31 6.4 -4.1
VGT Vanguard Information Technology Index Fund 2.9 10 29 6.4 -4.1
USMF WisdomTree U.S. Multifactor Fund 2.9 28 11 8.2 -2.2
XVV iShares ESG Screened S&P 500 ETF 2.9 8 31 6.5 -3.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.9 75 -36 4.5 -6.0
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.9 10 29 6.8 -3.7
ACWF iShares MSCI Global Multifactor ETF 2.9 35 4 9.5 -1.0
SMDY Syntax Stratified MidCap ETF 2.9 35 4 7.5 -3.0
AVDG AVDR US LargeCap ESG ETF 2.9 60 -21 0.0 -10.5
ESGV Vanguard ESG U.S. Stock ETF 2.8 9 30 6.4 -4.1
IQSU IQ Candriam ESG US Equity ETF 2.8 9 30 6.1 -4.4
KOIN Innovation Shares NextGen Protocol ETF 2.8 75 -36 7.7 -2.7
JEPI JPMorgan Equity Premium Income ETF 2.8 35 4 5.8 -4.7
IWL iShares Russell Top 200 ETF 2.8 15 24 6.3 -4.2
WTV WisdomTree US Value Fund 2.8 12 27 9.4 -1.1
WFH Direxion Work From Home ETF 2.8 45 -6 0.0 -10.5
FAB First Trust Multi Cap Value AlphaDEX Fund 2.8 69 -30 11.1 +0.6
PBP Invesco S&P 500 BuyWrite ETF 2.8 49 -10 6.2 -4.3
MVPS Amplify Thematic All-Stars ETF 2.7 49 -10 2.3 -8.2
RNDV US Equity Dividend Select ETF 2.7 50 -11 9.3 -1.2
XT iShares Exponential Technologies ETF 2.7 46 -7 4.3 -6.2
XYLD Global X S&P 500 Covered Call ETF 2.7 60 -21 6.1 -4.4
EQUL IQ Engender Equality ETF 2.7 45 -6 7.5 -2.9
ROKT SPDR S&P Kensho Final Frontiers ETF 2.7 45 -6 2.7 -7.7
DTD WisdomTree U.S.Total Dividend Fund 2.7 28 11 7.4 -3.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.7 0 39 6.4 -4.1
XRMI Global X S&P 500 Risk Managed Income ETF 2.7 60 -21 6.2 -4.3
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.7 20 19 6.4 -4.1
CGGR Capital Group Growth ETF 2.7 39 0 5.0 -5.5
FEX First Trust Large Cap Core AlphaDEX Fund 2.7 59 -20 7.5 -2.9
GFGF Guru Favorite Stocks ETF 2.7 65 -26 6.9 -3.6
SPGP Invesco S&P 500 GARP ETF 2.7 36 3 9.3 -1.2
XYLG Global X S&P 500 Covered Call & Growth ETF 2.7 60 -21 6.1 -4.4
ARKW ARK Web x.0 ETF 2.6 83 -44 -4.8 -15.3
ARKK ARK Innovation ETF 2.6 75 -36 -7.5 -18.0
CBTG Cabot Growth ETF 2.6 75 -36 0.0 -10.5
GPAL Goldman Sachs ActiveBeta Paris-Aligned Climate U.S. Large Ca 2.6 20 19 7.1 -3.3
AIEQ AI Powered Equity ETF 2.6 75 -36 2.9 -7.5
JMOM JPMorgan U.S. Momentum Factor ETF 2.6 12 27 6.5 -4.0
PABU iShares Paris-Aligned Climate MSCI USA ETF 2.6 10 29 6.0 -4.4
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.6 20 19 6.2 -4.3
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 28 6.7 -3.8
FLDZ RiverNorth Volition America Patriot ETF 2.6 70 -31 5.6 -4.8
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 2.6 19 20 7.4 -3.1
QLC FlexShares US Quality Large Cap Index Fund 2.6 25 14 7.2 -3.2
IXN iShares Global Tech ETF 2.6 40 -1 6.2 -4.2
MGC Vanguard Mega Cap Index Fund 2.6 7 32 6.3 -4.1
CATH Global X S&P 500 Catholic Values Custom ETF 2.6 29 10 6.2 -4.2
IVV iShares Core S&P 500 ETF 2.6 3 36 6.5 -4.0
SPY SPDR S&P 500 ETF Trust 2.6 9 30 6.5 -4.0
SPLG SPDR Portfolio S&P 500 ETF 2.6 3 36 6.5 -3.9
XTR Global X S&P 500 Tail Risk ETF 2.6 60 -21 6.3 -4.2
PEY Invesco High Yield Equity Dividend Achievers ETF 2.6 53 -14 8.7 -1.8
VOO VANGUARD S&P 500 ETF 2.6 3 36 6.5 -4.0
RNLC Large Cap US Equity Select ETF 2.6 60 -21 7.3 -3.1
XCLR Global X S&P 500 Collar 95-110 ETF 2.6 60 -21 6.1 -4.4
PBUS Invesco PureBeta MSCI USA ETF 2.5 4 35 6.4 -4.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.5 2 37 6.4 -4.1
VOTE Engine No. 1 Transform 500 ETF 2.5 5 34 6.4 -4.1
XVOL Acruence Active Hedge U.S. Equity ETF 2.5 83 -44 5.9 -4.6
DUHP Dimensional US High Profitability ETF 2.5 22 17 8.2 -2.2
QDIV Global X S&P 500 Quality Dividend ETF 2.5 20 19 9.1 -1.4
DFAU Dimensional US Core Equity Market ETF 2.5 12 27 6.5 -3.9
FTHI First Trust High Income ETF 2.5 85 -46 4.7 -5.7
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 2.5 25 14 7.1 -3.3
ILCB iShares Morningstar U.S. Equity ETF 2.5 3 36 6.4 -4.1
IETC iShares Evolved U.S. Technology ETF 2.5 18 21 6.1 -4.4
AVLV Avantis U.S. Large Cap Value ETF 2.5 15 24 8.8 -1.7
SCHX Schwab U.S. Large-Cap ETF 2.5 3 36 6.3 -4.1
VV Vanguard Large-Cap Index Fund 2.5 4 35 6.4 -4.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.5 15 24 6.1 -4.3
IWB iShares Russell 1000 ETF 2.5 15 24 6.2 -4.2
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 25 8.0 -2.5
VONE Vanguard Russell 1000 ETF 2.4 8 31 6.3 -4.2
OUSM ALPS O'Shares Russell Small Cap Quality Dividend ETF 2.4 48 -9 7.9 -2.5
DFUS Dimensional U.S. Equity ETF 2.4 11 28 6.4 -4.1
SPHQ Invesco S&P 500 Quality ETF 2.4 15 24 6.1 -4.4
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 27 7.0 -3.5
INNO Harbor Disruptive Innovation ETF 2.4 75 -36 -3.9 -14.3
DFAC Dimensional U.S. Core Equity 2 ETF 2.4 19 20 7.0 -3.5
SCHK Schwab 1000 Index ETF 2.4 5 34 6.3 -4.1
IYY iShares Dow Jones U.S. ETF 2.4 20 19 6.2 -4.3
SPTM SPDR Portfolio Total Stock Market ETF 2.4 3 36 6.6 -3.8
CACG ClearBridge All Cap Growth ETF 2.4 53 -14 4.6 -5.9
GVLU Gotham 1000 Value ETF 2.4 50 -11 10.4 -0.1
TYNE Direxion Nanotechnology ETF 2.4 65 -26 -62.4 -72.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.4 11 28 6.3 -4.1
PLRG Principal US Large-Cap Adaptive Multi-Factor ETF 2.4 15 24 6.5 -4.0
ESG FlexShares STOXX US ESG Impact Index Fund 2.4 32 7 6.3 -4.1
EQOP Natixis U.S. Equity Opportunities ETF 2.4 85 -46 6.4 -4.1
SUSL iShares ESG MSCI USA Leaders ETF 2.4 10 29 6.5 -4.0
JHML John Hancock Multifactor Large Cap ETF 2.4 29 10 6.7 -3.8
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 2.3 10 29 6.4 -4.1
SAMT Strategas Macro Thematic Opportunities ETF 2.3 65 -26 3.7 -6.7
QLV FlexShares US Quality Low Volatility Index Fund 2.3 22 17 6.0 -4.4
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 2.3 15 24 6.5 -4.0
SFY SoFi Select 500 ETF 2.3 0 39 6.5 -4.0
ESGU iShares MSCI USA ESG Optimized ETF 2.3 15 24 6.3 -4.1
IWV iShares Russell 3000 ETF 2.3 20 19 6.0 -4.4
USEQ Invesco Russell 1000 Enhanced Equal Weight ETF 2.3 29 10 8.0 -2.4
SCHB Schwab U.S. Broad Market ETF 2.3 3 36 6.2 -4.2
CFA VictoryShares US 500 Volatility Weighted Index ETF 2.3 35 4 7.0 -3.4
VSDA VictoryShares Dividend Accelerator ETF 2.3 35 4 6.7 -3.8
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.3 3 36 6.1 -4.4
VTHR Vanguard Russell 3000 Index Fund 2.3 10 29 6.1 -4.4
GDIV Harbor Dividend Growth Leaders ETF 2.3 50 -11 6.7 -3.8
JVAL JPMorgan U.S. Value Factor ETF 2.3 12 27 9.4 -1.1
DSI iShares MSCI KLD 400 Social ETF 2.3 25 14 6.5 -4.0
FNK First Trust Mid Cap Value AlphaDEX Fund 2.2 70 -31 12.2 +1.7
FDMO Fidelity Momentum Factor ETF 2.2 29 10 6.4 -4.1
VTI Vanguard Total Stock Market Index Fund 2.2 3 36 6.1 -4.4
FVD First Trust Value Line Dividend Index Fund 2.2 67 -28 6.3 -4.2
CGUS Capital Group Core Equity ETF 2.2 33 6 6.5 -3.9
MOAT VanEck Morningstar Wide Moat ETF 2.2 47 -8 6.6 -3.8
ACIO Aptus Collared Income Opportunity ETF 2.2 79 -40 5.7 -4.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 30 7.0 -3.4
RSP Invesco S&P 500 Equal Weight ETF 2.2 20 19 6.9 -3.6
AVUS Avantis U.S. Equity ETF 2.1 15 24 7.2 -3.3
AILV Alpha Intelligent - Large Cap Value ETF 2.1 85 -46 6.6 -3.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.1 14 25 6.4 -4.0
LEAD Siren DIVCON Leaders Dividend ETF 2.1 43 -4 8.2 -2.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.1 9 30 6.7 -3.8
LRGF iShares Edge MSCI Multifactor USA ETF 2.1 8 31 7.3 -3.1
EUSA iShares MSCI USA Equal Weighted ETF 2.1 9 30 6.4 -4.1
GCOW Pacer Global High Dividend ETF 2.1 60 -21 12.4 +1.9
YPS Arrow Reverse Cap 500 ETF 2.1 29 10 6.6 -3.9
BOSS Global X Founder-Run Companies ETF 2.1 45 -6 3.0 -7.4
ZECP Zacks Earnings Consistent Portfolio ETF 2.1 55 -16 6.4 -4.1
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 33 4.9 -5.6
BKUS BNY Mellon Sustainable US Equity ETF 2.1 60 -21 5.7 -4.8
IVLC Invesco US Large Cap Core ESG ETF 2.1 48 -9 6.1 -4.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 2.1 57 -18 13.0 +2.5
DGT SPDR Global Dow ETF 2.0 50 -11 7.8 -2.7
NZUS SPDR MSCI USA Climate Paris Aligned ETF 2.0 10 29 6.1 -4.4
RDVY First Trust Rising Dividend Achievers ETF 2.0 50 -11 9.2 -1.2
UVDV UVA Dividend Value ETF 2.0 80 -41 7.4 -3.1
XOUT GraniteShares XOUT U.S. Large Cap ETF 2.0 60 -21 6.0 -4.5
FTCS First Trust Capital Strength ETF 2.0 55 -16 6.5 -4.0
PEXL Pacer US Export Leaders ETF 2.0 60 -21 7.1 -3.4
TILT Flexshares Morningstar US Market Factors Tilt Index Fund 2.0 25 14 6.7 -3.8
SIZE iShares MSCI USA Size Factor ETF 2.0 15 24 6.2 -4.3
CBSE Changebridge Capital Sustainable Equity ETF 2.0 85 -46 0.1 -10.4
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.0 12 27 6.4 -4.1
RPG Invesco S&P 500 Pure Growth ETF 2.0 35 4 7.6 -2.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 2.0 75 -36 9.4 -1.1
SNSR Global X Internet of Things Thematic ETF 2.0 68 -29 4.7 -5.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -26 3.1 -7.4
EZM WisdomTree U.S. MidCap Earnings Fund 1.9 38 1 10.3 -0.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 1.9 15 24 4.5 -6.0
DEIF Sterling Capital Diverse Multi-Manager Active ETF 1.9 65 -26 7.1 -3.4
SSPX Janus Henderson U.S. Sustainable Equity ETF 1.9 55 -16 4.7 -5.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.9 9 30 6.8 -3.7
TOK iShares MSCI Kokusai ETF 1.9 25 14 6.5 -3.9
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.9 68 -29 1.9 -8.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure Inde 1.8 63 -24 4.2 -6.3
AFMC First Trust Active Factor Mid Cap ETF 1.8 65 -26 9.1 -1.3
ALFA AlphaClone Alternative Alpha ETF 1.8 65 -26 0.0 -10.5
NZRO Strategy Shares Halt Climate Change ETF 1.8 95 -56 1.9 -8.6
FDVV Fidelity Core Dividend ETF 1.8 29 10 7.4 -3.1
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -21 3.5 -7.0
RAYD Rayliant Quantitative Developed Market Equity ETF 1.8 80 -41 9.2 -1.3
SPHB Invesco S&P 500 High Beta ETF 1.8 25 14 3.8 -6.7
DJIA Global X Dow 30 Covered Call ETF 1.8 60 -21 7.2 -3.3
TPHD Timothy Plan High Dividend Stock ETF 1.8 52 -13 6.8 -3.7
MRAD SmartETFs Advertising & Marketing Technology ETF 1.8 68 -29 4.7 -5.8
RNMC Mid Cap US Equity Select ETF 1.8 60 -21 8.9 -1.5
VO Vanguard Mid-Cap Index Fund 1.8 4 35 6.5 -4.0
FOVL iShares Focused Value Factor ETF 1.8 25 14 11.3 +0.8
URTH iShares MSCI World ETF 1.8 24 15 6.6 -3.8
DYNF BlackRock U.S. Equity Factor Rotation ETF 1.8 30 9 6.3 -4.1
THNQ ROBO Global Artificial Intelligence ETF 1.8 68 -29 3.2 -7.3
FSST Fidelity Sustainability U.S. Equity ETF 1.8 59 -20 6.3 -4.2
SUSA iShares MSCI USA ESG Select ETF 1.7 25 14 6.1 -4.4
CCOR Core Alternative ETF 1.7 107 -68 5.5 -5.0
ECOZ TrueMark ESG Active Opportunities ETF 1.7 58 -19 5.3 -5.2
OALC OneAscent Large Cap Core ETF 1.7 76 -37 6.7 -3.8
FLRG Fidelity U.S. Multifactor ETF 1.7 29 10 8.2 -2.3
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 19 6.9 -3.5
NUMV Nuveen ESG Mid-Cap Value ETF 1.7 30 9 8.6 -1.8
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.7 20 19 5.6 -4.9
SFYF SoFi 50 ETF 1.7 29 10 -4.3 -14.7
DIA SPDR Dow Jones Industrial Average ETF Trust 1.7 16 23 6.6 -3.8
IWFH iShares Virtual Work and Life Multisector ETF 1.7 47 -8 -1.3 -11.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.7 60 -21 5.4 -5.1
JHMM John Hancock Multifactor Mid Cap ETF 1.6 41 -2 7.5 -3.0
RECS Columbia Research Enhanced Core ETF 1.6 15 24 7.3 -3.2
TMFG Motley Fool Global Opportunities ETF 1.6 85 -46 4.6 -5.9
IWS iShares Russell Mid-Cap Value ETF 1.6 23 16 7.2 -3.3
HLGE Hartford Longevity Economy ETF 1.6 44 -5 8.6 -1.9
IMCB iShares Morningstar Mid-Cap ETF 1.6 4 35 6.6 -3.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.6 4 35 6.6 -3.9
FCPI Fidelity Stocks for Inflation ETF 1.6 29 10 9.1 -1.4
ACWI iShares MSCI ACWI ETF 1.6 32 7 6.7 -3.7
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 10 6.9 -3.6
MMLG First Trust Multi-Manager Large Growth ETF 1.6 85 -46 3.3 -7.2
NULG Nuveen ESG Large-Cap Growth ETF 1.5 25 14 5.3 -5.2
NULC Nuveen ESG Large-Cap ETF 1.5 20 19 6.2 -4.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 27 6.5 -4.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.5 49 -10 6.0 -4.5
DFND Siren DIVCON Dividend Defender ETF 1.5 150 -111 7.2 -3.3
TTAC TrimTabs US Free Cash Flow Quality ETF 1.5 59 -20 7.1 -3.4
BNGE First Trust S-Network Streaming and Gaming ETF 1.5 70 -31 0.9 -9.6
ADME Aptus Drawdown Managed Equity ETF 1.5 79 -40 5.4 -5.1
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 1.5 60 -21 7.6 -2.9
VSLU Applied Finance Valuation Large Cap ETF 1.5 49 -10 7.7 -2.7
GINN Goldman Sachs ETF Trust Goldman Sachs Innovate Equity ETF 1.5 50 -11 3.7 -6.8
IWR iShares Russell Midcap ETF 1.5 18 21 6.3 -4.2
PWB Invesco Dynamic Large Cap Growth ETF 1.5 56 -17 4.4 -6.1
QUAL iShares MSCI Usa Quality Factor ETF 1.5 15 24 7.6 -2.9
KLCD KFA Large Cap Quality Dividend Index ETF 1.5 40 -1 6.6 -3.9
VT Vanguard Total World Stock ETF 1.4 7 32 6.8 -3.7
JUSA JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 1.4 17 22 6.6 -3.8
HLAL Wahed FTSE USA Shariah ETF 1.4 50 -11 6.1 -4.4
SIXL 6 Meridian Low Beta Equity Strategy ETF 1.4 82 -43 6.2 -4.2
SCHM Schwab U.S. Mid-Cap ETF 1.4 4 35 6.3 -4.2
QQQN VictoryShares Nasdaq Next 50 ETF 1.4 18 21 6.7 -3.7
QTUM Defiance Quantum ETF 1.4 40 -1 5.0 -5.5
FNX First Trust Mid Cap Core AlphaDEX Fund 1.4 59 -20 8.2 -2.3
NTZG Nuveen Global Net Zero Transition ETF 1.3 55 -16 5.7 -4.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.3 75 -36 6.7 -3.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.3 9 30 6.4 -4.0
WLDR Affinity World Leaders Equity ETF 1.3 67 -28 9.3 -1.2
DEUS Xtrackers Russell 1000 Comprehensive Factor ETF 1.3 17 22 8.1 -2.4
WRND IQ Global Equity R&D Leaders ETF 1.3 18 21 8.7 -1.8
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.3 15 24 8.2 -2.3
FDWM Fidelity Women's Leadership ETF 1.3 59 -20 6.3 -4.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.3 18 21 8.2 -2.2
MAGA Point Bridge GOP Stock Tracker ETF 1.3 72 -33 6.3 -4.2
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 1.3 29 10 6.0 -4.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.3 15 24 8.3 -2.2
FVAL Fidelity Value Factor ETF 1.3 29 10 9.9 -0.5
ONEO SPDR Russell 1000 Momentum Focus ETF 1.3 20 19 8.5 -1.9
USLB Invesco Russell 1000 Low Beta Equal Weight ETF 1.2 35 4 7.9 -2.5
MDY SPDR S&P Midcap 400 ETF Trust 1.2 22 17 7.5 -3.0
FTC First Trust Large Cap Growth AlphaDEX Fund 1.2 59 -20 5.0 -5.4
SCHG Schwab U.S. Large-Cap Growth ETF 1.2 40 -1 5.0 -5.5
TRFM AAM Transformers ETF 1.2 49 -10 2.8 -7.6
EWMC Invesco S&P MidCap 400 Equal Weight ETF 1.2 40 -1 7.6 -2.9
IWP iShares Russell Mid-Cap Growth ETF 1.2 23 16 4.9 -5.6
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.2 15 24 8.3 -2.1
VUG Vanguard Growth Index Fund 1.2 4 35 5.6 -4.9
IJH iShares Core S&P Mid-Cap ETF 1.2 5 34 7.7 -2.8
SPMD SPDR Portfolio Mid Cap ETF 1.2 5 34 7.7 -2.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.2 10 29 7.6 -2.9
CFO VictoryShares US 500 Enhanced Volatility Weighted Index ETF 1.2 35 4 7.2 -3.3
PY Principal Shareholder Yield Index ETF 1.2 15 24 7.5 -2.9
SDIV Global X SuperDividend ETF 1.2 58 -19 21.9 +11.4
IMCV iShares Morningstar Mid-Cap Value ETF 1.2 6 33 8.3 -2.2
WGRO WisdomTree U.S. Growth & Momentum Fund 1.2 55 -16 7.4 -3.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.2 20 19 8.0 -2.4
CHGX Change Finance U.S. Large Cap Fossil Fuel Free ETF 1.2 49 -10 6.7 -3.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 1.1 24 15 8.2 -2.3
MDYG SPDR S&P 400 Mid Cap Growth ETF 1.1 15 24 7.1 -3.4
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 22 7.1 -3.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 15 24 7.0 -3.5
DBLV AdvisorShares DoubleLine Value Equity ETF 1.1 91 -52 11.2 +0.8
VBK Vanguard Small-Cap Growth Index Fund 1.1 7 32 1.5 -9.0
TMFC Motley Fool 100 Index ETF 1.1 50 -11 5.4 -5.1
ARKF ARK Fintech Innovation ETF 1.1 75 -36 -1.6 -12.0
XJH iShares ESG Screened S&P Mid-Cap ETF 1.1 12 27 7.7 -2.7
RYJ Invesco Raymond James SB-1 Equity ETF 1.1 81 -42 4.2 -6.3
SFYX Sofi Next 500 ETF 1.0 0 39 6.1 -4.3
VFMO Vanguard U.S. Momentum Factor ETF 1.0 13 26 3.9 -6.6
AHOY Newday Ocean Health ETF 1.0 75 -36 5.9 -4.6
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.0 75 -36 6.2 -4.2
CTRU ARK Transparency ETF 1.0 55 -16 0.0 -10.5
VFLQ Vanguard U.S. Liquidity Factor ETF 1.0 13 26 4.6 -5.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.0 25 14 6.3 -4.2
SPLV Invesco S&P 500 Low Volatility ETF 1.0 25 14 6.1 -4.4
ANEW ProShares MSCI Transformational Changes ETF 1.0 45 -6 5.2 -5.3
MGK Vanguard Mega Cap Growth ETF 1.0 7 32 5.8 -4.7
ILCG iShares Morningstar Growth ETF 1.0 4 35 5.2 -5.3
MOTE VanEck Morningstar ESG Moat ETF 1.0 49 -10 6.6 -3.9
TPLC Timothy Plan US Large Cap Core ETF 1.0 52 -13 6.3 -4.2
WDIV SPDR Global Dividend ETF 1.0 40 -1 9.4 -1.0
TPHE Timothy Plan High Dividend Stock Enhanced ETF 0.9 52 -13 6.8 -3.7
MGMT Ballast Small/Mid Cap ETF 0.9 110 -71 7.8 -2.7
SENT AdvisorShares Alpha DNA Equity Sentiment ETF 0.9 108 -69 5.3 -5.1
DEF Invesco Defensive Equity ETF 0.9 55 -16 6.1 -4.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 0.9 7 32 5.9 -4.6
METV Roundhill Ball Metaverse ETF 0.9 59 -20 5.8 -4.7
IUSG iShares Core S&P US Growth ETF 0.9 4 35 6.5 -4.0
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.9 15 24 7.8 -2.7
FSMD Fidelity Small-Mid Factor ETF 0.9 29 10 8.4 -2.0
KOMP SPDR Kensho New Economies Composite ETF 0.9 20 19 0.8 -9.6
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 35 6.4 -4.0
VOOG Vanguard S&P 500 Growth ETF 0.9 10 29 6.4 -4.1
IVW iShares S&P 500 Growth ETF 0.9 18 21 6.3 -4.2
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 26 8.5 -1.9
KLDW Gavekal Knowledge Leaders Developed World ETF 0.9 75 -36 4.8 -5.6
VFMF Vanguard U.S. Multifactor ETF 0.9 18 21 9.5 -1.0
SMLF iShares Edge MSCI Multifactor USA Small-Cap ETF 0.8 30 9 9.4 -1.1
AOTG AOT Growth and Innovation ETF 0.8 75 -36 3.9 -6.6
MOTG VanEck Morningstar Global Wide Moat ETF 0.8 52 -13 6.9 -3.6
IUSS Invesco Strategic US Small Company ETF 0.8 23 16 6.8 -3.6
ONEY SPDR Russell 1000 Yield Focus ETF 0.8 20 19 10.2 -0.3
PLAT WisdomTree Modern Tech Platforms Fund 0.8 20 19 -0.0 -10.5
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF 0.8 20 19 5.8 -4.7
VXF Vanguard Extended Market Index Fund 0.8 6 33 3.8 -6.7
PDP Invesco DWA Momentum ETF 0.7 62 -23 5.1 -5.4
BFOR Barron's 400 ETF 0.7 65 -26 8.9 -1.6
VB Vanguard Small-Cap ETF 0.7 5 34 5.8 -4.7
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -3 6.5 -3.9
FYT First Trust Small Cap Value AlphaDEX Fund 0.7 71 -32 12.7 +2.3
SMMD iShares Russell 2500 ETF 0.7 15 24 6.1 -4.4
ESGG FlexShares STOXX Global ESG Impact Index Fund 0.7 42 -3 6.7 -3.8
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 0.7 60 -21 4.5 -6.0
IRBO iShares Robotics and Artificial Intelligence Multisector ETF 0.7 47 -8 -0.3 -10.7
FNDA Schwab Fundamental U.S. Small Co. Index ETF 0.6 25 14 6.7 -3.8
DFSV Dimensional US Small Cap Value ETF 0.6 31 8 8.6 -1.8
SYLD Cambria Shareholder Yield ETF 0.6 59 -20 11.2 +0.8
OGIG O'Shares Global Internet Giants ETF 0.6 48 -9 0.6 -9.9
ISMD Inspire Small/Mid Cap Impact ETF 0.6 48 -9 6.6 -3.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 0.6 63 -24 3.6 -6.8
RFV Invesco S&P Midcap 400 Pure Value ETF 0.6 35 4 10.5 +0.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.6 4 35 5.9 -4.6
DON WisdomTree U.S. MidCap Dividend Fund 0.6 38 1 8.7 -1.7
SQEW LeaderShares Equity Skew ETF 0.6 75 -36 5.6 -4.9
USVM VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0.6 25 14 8.2 -2.3
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 0 9.9 -0.5
ESML iShares MSCI USA Small-Cap ESG Optimized ETF 0.5 17 22 5.6 -4.9
VOE Vanguard Mid-Cap Value Index Fund 0.5 7 32 8.1 -2.3
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 14 9.7 -0.8
BLES Inspire Global Hope Large Cap ETF 0.5 49 -10 6.6 -3.9
VR Global X Metaverse ETF 0.5 50 -11 8.7 -1.8
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0.5 6 33 5.6 -4.8
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.5 52 -13 5.9 -4.6
TECB iShares US Tech Breakthrough Multisector ETF 0.5 40 -1 6.4 -4.0
VBR Vanguard Small Cap Value Index Fund 0.5 7 32 8.4 -2.1
SCHA Schwab U.S. Small-Cap ETF 0.5 4 35 5.4 -5.1
IWF iShares Russell 1000 Growth ETF 0.5 18 21 5.9 -4.6
VONG Vanguard Russell 1000 Growth Index Fund 0.5 8 31 5.9 -4.5
ISCB iShares Morningstar Small-Cap ETF 0.4 4 35 5.0 -5.4
PPA Invesco Aerospace & Defense ETF 0.4 61 -22 4.3 -6.1
STLG iShares Factors US Growth Style ETF 0.4 25 14 8.5 -1.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 0.4 15 24 8.8 -1.6
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 0.4 80 -41 6.6 -3.9
BTEK BlackRock Future Tech ETF 0.4 88 -49 0.8 -9.6
MTUM iShares MSCI USA Momentum Factor ETF 0.4 15 24 6.2 -4.2
PNQI Invesco NASDAQ Internet ETF 0.4 60 -21 3.8 -6.6
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -22 8.8 -1.7
ISCG iShares Morningstar Small-Cap Growth ETF 0.4 6 33 1.4 -9.1
GRZZ Grizzle Growth ETF 0.3 75 -36 7.6 -2.8
DFAT Dimensional U.S. Targeted Value ETF 0.3 29 10 8.6 -1.8
AVSC Avantis U.S Small Cap Equity ETF 0.3 25 14 5.2 -5.2
IWY iShares Russell Top 200 Growth ETF 0.3 20 19 6.1 -4.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 0.3 50 -11 6.7 -3.8
DFAS Dimensional U.S. Small Cap ETF 0.3 28 11 6.8 -3.7
NUSC Nuveen ESG Small-Cap ETF 0.3 30 9 5.9 -4.6
VERS ProShares Metaverse ETF 0.2 58 -19 -4.5 -15.0
ISCV iShares Morningstar Small Cap Value ETF 0.2 6 33 8.2 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 0 4.9 -5.6
PSC Principal U.S. Small Cap Index ETF 0.2 38 1 7.7 -2.8
JSTC Adasina Social Justice All Cap Global ETF 0.2 89 -50 6.4 -4.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 0.2 65 -26 5.4 -5.1
CSML IQ Chaikin U.S. Small Cap ETF 0.2 35 4 5.9 -4.6
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 27 6.9 -3.6
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -20 3.1 -7.3

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

  2017 2018 2019 2020 2021 2022E 2023E
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
  2021 2022E 2023E
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:

SPECULATIVE
Deeply undervalued but risky. A rating of SPECULATIVE is assigned to ETFs with ALTAR Scores in the top quintile (the top 20%) of their category, indicating exceptional appreciation potential. However, often these are narrowly-focused funds or in industries with structural issues, which may also make them very risky. Nonetheless they may still be useful as part of a well-diversified portfolio.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 17.6 %
Divided by: Fwd. P/BV 1.6 x
Less: Expense ratio 39 bp
Equals: ALTAR Score 10.5 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.49
 
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.