iShares U.S. Telecommunications ETF
ALTAR
Score™		 5.6% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.7x P/Sales
ratio		 2.6x
P/BV
ratio		 2.7x Div.
yield		 2.4%


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

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date May 22, 2000
Assets (mns) $882
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 21
Wgt avg mkt cap (mns) $131,572
Large cap (>$10bn) 88.4%
Mid cap ($2-10bn) 11.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CISCO SYSTEMS INC 19.3 %
VERIZON COMMUNICATIONS INC 11.8 %
AT&T INC 11.2 %
CIENA CORP 5.2 %
LUMENTUM HOLDINGS INC 4.7 %
ARISTA NETWORKS, INC. 4.6 %
IRIDIUM COMMUNICATIONS INC. 4.4 %
UBIQUITI INC. 3.9 %
MILLICOM INTL CELLULAR S.A. 3.8 %
COMCAST CORP-CL A 3.7 %
Total 72.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.5 %
LUXEMBOURG 3.8 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru March 31)
Year-to-date 1 year 5 years 10 years Since Incep.
16.4% 46.5% 6.4% 5.0% 1.2%

Market Correlations
versus... Beta R-squared
S&P500 0.75 57%
MSCI EAFE 0.71 45%
MSCI Emg. Mkts. 0.58 39%

Technical Indicators
Recent close $43.04
30d moving avg. $40.10
Annualized volatility 15.3%
Short interest (ETF) 4.4%
Short interest (Underlying) 3.2%
Relative strength (RSI) 67

Liquidity measures
Avg. volume (thou.) 1,405
Turnover 6.9%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 673 potential alternatives to the iShares U.S. Telecommunications ETF ETF based on the alternatives' overlap in portfolio holdings with IYZ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYZ Expense: 40 bp ALTAR Score™: 5.6%


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
(%)
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 19.0 40 0 5.4 -0.3
XLC Communication Services Select Sector SPDR 18.4 8 32 5.2 -0.4
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 18.4 5 35 7.6 +2.0
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 18.2 41 -1 4.3 -1.3
KNCT Invesco Next Gen Connectivity ETF 18.1 40 0 3.5 -2.1
VOX Vanguard Communication Services ETF 17.6 9 31 4.2 -1.4
FCOM Fidelity MSCI Communication Services Index ETF 16.8 8 32 4.3 -1.4
SIXG Defiance Connective Technologies ETF 15.8 30 10 2.9 -2.7
TRFK Pacer Data and Digital Revolution ETF 15.4 60 -20 2.3 -3.3
FDN First Trust Dow Jones Internet Index Fund 15.0 52 -12 2.7 -2.9
FDND FT Vest Dow Jones Internet & Target Income ETF 15.0 75 -35 2.6 -3.1
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 6.7 +1.1
IXP iShares Global Comm Services ETF 14.4 42 -2 5.5 -0.2
TDIV First Trust NASDAQ Technology Dividend Index Fund 13.8 50 -10 5.0 -0.6
VLUE iShares MSCI USA Value Factor ETF 12.8 15 25 7.4 +1.8
PWV Invesco Large Cap Value ETF 12.0 55 -15 6.4 +0.8
XPND First Trust Expanded Technology ETF 12.0 65 -25 2.9 -2.7
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 11.5 29 11 7.0 +1.4
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.9 15 25 6.2 +0.6
CIBR First Trust NASDAQ Cybersecurity ETF 10.6 60 -20 4.5 -1.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.3 80 -40 5.7 +0.1
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.0 +0.4
FDCF Fidelity Disruptive Communications ETF 9.9 50 -10 1.9 -3.7
AUSF Global X Adaptive U.S. Factor ETF 9.9 27 13 8.0 +2.4
VEGN US Vegan Climate ETF 9.9 60 -20 3.9 -1.8
GXPC Global X PureCap MSCI Communication Services ETF 9.8 25 15 3.8 -1.8
MDLV Morgan Dempsey Large Cap Value ETF 9.8 58 -18 6.0 +0.3
FDL First Trust Morningstar Dividend Leaders Index Fund 9.7 45 -5 9.0 +3.4
LVDS JPMorgan Fundamental Data Science Large Value ETF 9.7 49 -9 5.1 -0.5
DIVB iShares Core Dividend ETF 9.4 5 35 7.4 +1.8
WBIY WBI Power Factor High Dividend ETF 9.3 100 -60 12.3 +6.7
DURA VanEck Durable High Dividend ETF 9.1 29 11 6.5 +0.9
DHS WisdomTree U.S. High Dividend Fund 9.1 38 2 8.2 +2.6
SGRT SMART Earnings Growth 30 ETF 9.0 59 -19 2.5 -3.1
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.8 48 -8 5.6 -0.1
UFO Procure Space ETF 8.8 75 -35 -0.1 -5.7
ITAN Sparkline Intangible Value ETF 8.7 50 -10 6.2 +0.6
SPRX Spear Alpha ETF 8.7 75 -35 -0.8 -6.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.6 47 -7 5.0 -0.7
UDI USCF Dividend Income Fund 8.5 65 -25 6.7 +1.1
CHPX Global X AI Semiconductor & Quantum ETF 8.0 50 -10 2.1 -3.5
DIVN Horizon Dividend Income ETF 7.8 70 -30 6.6 +1.0
NXTG First Trust Indxx NextG ETF 7.7 70 -30 4.2 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 7.7 50 -10 8.4 +2.8
RAFE PIMCO RAFI ESG U.S. ETF 7.6 29 11 6.4 +0.8
USMV iShares MSCI USA Min Vol Factor ETF 7.5 15 25 5.3 -0.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.5 18 22 5.2 -0.5
COWZ Pacer US Cash Cows 100 ETF 7.5 49 -9 7.7 +2.1
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 7.5 49 -9 7.7 +2.1
EQAL Invesco Russell 1000 Equal Weight ETF 7.4 20 20 6.0 +0.4
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.4 15 25 8.3 +2.7
WOMN Impact Shares YWCA Women's Empowerment ETF 7.3 75 -35 4.9 -0.8
TCAI Tortoise AI Infrastructure ETF 7.3 65 -25 1.4 -4.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 7.3 60 -20 6.2 +0.6
SDOG ALPS Sector Dividend Dogs ETF 7.3 36 4 8.4 +2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 6.6 +1.0
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 7.1 19 21 4.9 -0.7
SKYY First Trust Cloud Computing ETF 7.0 60 -20 3.1 -2.5
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.0 60 -20 4.1 -1.6
RJDI RJ Eagle GCM Dividend Select Income ETF 7.0 55 -15 4.5 -1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 6.9 60 -20 8.3 +2.7
WLDR Affinity World Leaders Equity ETF 6.8 67 -27 6.3 +0.7
ROE Astoria US Quality Kings ETF 6.7 49 -9 5.5 -0.2
USRD Themes US R&D Champions ETF 6.7 29 11 4.1 -1.5
TBG TBG Dividend Focus ETF 6.7 59 -19 6.4 +0.8
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 -10 4.7 -0.9
ACSI American Customer Satisfaction ETF 6.5 65 -25 4.7 -0.9
AIVC Amplify Bloomberg AI Value Chain ETF 6.5 59 -19 4.3 -1.4
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 8.6 +3.0
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.5 60 -20 3.3 -2.3
XNTK State Street SPDR NYSE Technology ETF 6.4 35 5 2.8 -2.8
SCHD Schwab US Dividend Equity ETF 6.4 6 34 8.3 +2.7
DIVY Sound Equity Dividend Income ETF 6.4 45 -5 8.1 +2.5
DVND Touchstone Dividend Select ETF 6.4 67 -27 5.4 -0.3
DIV Global X SuperDividend US ETF 6.3 45 -5 9.7 +4.1
SNPV Xtrackers S&P 500 Value ESG ETF 6.3 15 25 5.6 -0.1
BRIF FIS Bright Portfolios Focused Equity ETF 6.3 65 -25 3.6 -2.0
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.3 70 -30 4.7 -0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 6.2 20 20 4.6 -1.0
SPDV AAM S&P 500 High Dividend Value ETF 6.2 29 11 11.0 +5.4
SRHQ SRH U.S. Quality ETF 6.1 35 5 6.2 +0.6
LYLD Cambria Large Cap Shareholder Yield ETF 6.1 59 -19 8.3 +2.7
ACVF American Conservative Values ETF 6.1 75 -35 3.8 -1.9
GOP Unusual Whales Subversive Republican Trading ETF 5.9 50 -10 4.4 -1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.9 30 10 3.9 -1.7
DARP Grizzle Growth ETF 5.8 75 -35 1.8 -3.8
CZAR Themes Natural Monopoly ETF 5.8 35 5 5.3 -0.4
PY Principal Value ETF 5.8 15 25 7.1 +1.4
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -1.0 -6.6
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.7 27 13 6.5 +0.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 4.1 -1.6
XDAT Franklin Exponential Data ETF 5.7 50 -10 1.2 -4.4
VALQ American Century U.S. Quality Value ETF 5.7 29 11 7.2 +1.6
QDIV Global X S&P 500 Quality Dividend ETF 5.7 20 20 7.9 +2.3
USMF WisdomTree U.S. Multifactor Fund 5.6 28 12 6.5 +0.9
JHDV John Hancock U.S. High Dividend ETF 5.5 34 6 6.1 +0.5
GCOW Pacer Global Cash Cows Dividend ETF 5.5 60 -20 9.2 +3.6
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.5 29 11 5.7 +0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 8.9 +3.3
CRTC Xtrackers US National Critical Technologies ETF 5.5 35 5 4.2 -1.4
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.4 15 25 4.3 -1.3
VFMV Vanguard U.S. Minimum Volatility ETF 5.4 13 27 5.7 +0.1
CHGX AXS Change Finance ESG ETF 5.4 49 -9 4.6 -1.0
DFLV Dimensional US Large Cap Value ETF 5.4 22 18 6.3 +0.7
DFUV Dimensional US Marketwide Value ETF 5.3 22 18 6.3 +0.7
OALC OneAscent Large Cap Core ETF 5.3 86 -46 3.5 -2.1
ACWV iShares MSCI Global Min Vol Factor ETF 5.3 20 20 5.7 +0.1
JEDI Defiance Drone and Modern Warfare ETF 5.2 69 -29 1.0 -4.6
DGRW WisdomTree US Quality Dividend Growth Fund 5.2 28 12 5.0 -0.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -5 5.0 -0.6
IETC iShares U.S. Tech Independence Focused ETF 5.2 18 22 3.1 -2.6
FPAG FPA Global Equity ETF 5.2 49 -9 5.9 +0.2
XLK Technology Select Sector SPDR 5.1 8 32 3.6 -2.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.0 38 2 5.3 -0.4
BIBL Inspire 100 ETF 5.0 35 5 4.2 -1.4
STRN SMART Trend 25 ETF 5.0 59 -19 2.7 -2.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.0 56 -16 7.0 +1.4
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.0 35 5 5.7 +0.1
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.9 15 25 5.1 -0.5
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 25 3.0 -2.6
NUDV Nuveen ESG Dividend ETF 4.8 26 14 6.2 +0.5
DLN WisdomTree U.S. LargeCap Dividend Fund 4.8 28 12 5.5 -0.1
EQIN Columbia US Equity Income ETF 4.8 35 5 6.2 +0.6
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.2 -0.5
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 5.6 -0.0
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.3 -0.3
NULV Nuveen ESG Large-Cap Value ETF 4.7 26 14 5.3 -0.3
RW Rainwater Equity ETF 4.7 125 -85 2.9 -2.7
MFMO Motley Fool Momentum Factor ETF 4.7 50 -10 2.1 -3.5
FDLO Fidelity Low Volatility Factor ETF 4.6 15 25 4.8 -0.8
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 5.8 +0.2
AGIQ Sofi Agentic AI ETF 4.6 69 -29 7.2 +1.6
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 9.8 +4.2
YLDE ClearBridge Dividend Strategy ESG ETF 4.5 60 -20 5.1 -0.5
ABEQ Absolute Select Value ETF 4.5 85 -45 4.4 -1.3
FLQL Franklin LibertyQ U.S. Equity ETF 4.5 15 25 4.6 -1.0
WTRE WisdomTree New Economy Real Estate Fund 4.5 58 -18 -0.3 -5.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.4 60 -20 3.4 -2.2
IWX iShares Russell Top 200 Value ETF 4.4 20 20 5.2 -0.4
ARKX ARK Space Exploration & Innovation ETF 4.4 75 -35 -0.0 -5.6
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 4.4 45 -5 0.8 -4.9
STXV Strive 1000 Value ETF 4.4 18 22 7.0 +1.3
DTD WisdomTree U.S. Total Dividend Fund 4.4 28 12 5.8 +0.1
BLCR iShares Large Cap Core Active ETF 4.4 36 4 3.0 -2.6
DVY iShares Select Dividend ETF 4.3 38 2 8.1 +2.5
USSE Segall Bryant & Hamill Select Equity ETF 4.3 65 -25 3.1 -2.5
ROUS Hartford Multifactor US Equity ETF 4.3 19 21 5.5 -0.2
ABFL Abacus FCF Leaders ETF 4.3 59 -19 3.8 -1.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.3 18 22 6.8 +1.2
CAML Congress Large Cap Growth ETF 4.2 66 -26 2.4 -3.3
FFF Founders 100 ETF 4.2 75 -35 2.5 -3.1
NULG Nuveen ESG Large-Cap Growth ETF 4.2 26 14 2.9 -2.7
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 3.4 -2.3
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.1 12 28 6.3 +0.7
MGV Vanguard Mega Cap Value ETF 4.1 7 33 5.6 0.0
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 3.3 -2.3
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 4.3 -1.3
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 6.0 +0.4
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 3.7 -2.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.0 7 33 10.3 +4.7
VFMF Vanguard U.S. Multifactor ETF 4.0 18 22 6.7 +1.1
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.3 -1.4
TEXN iShares Texas Equity ETF 3.9 20 20 5.2 -0.4
ARB AltShares Merger Arbitrage ETF 3.9 77 -37 2.6 -3.0
FNDX Schwab Fundamental US Large Co. Index ETF 3.9 25 15 6.4 +0.8
IUS Invesco RAFI Strategic US ETF 3.9 19 21 5.8 +0.2
FITE State Street SPDR S&P Kensho Future Security ETF 3.9 45 -5 1.2 -4.4
REVS Columbia Research Enhanced Value ETF 3.9 19 21 6.8 +1.2
PRXV Praxis Impact Large Cap Value ETF 3.9 36 4 5.7 +0.1
QTOP iShares Nasdaq Top 30 Stocks ETF 3.8 20 20 2.9 -2.7
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -10 6.2 +0.5
FLV American Century Focused Large Cap Value ETF 3.8 42 -2 6.1 +0.5
IGM iShares Expanded Tech Sector ETF 3.8 41 -1 2.9 -2.7
JIVE JPMorgan International Value ETF 3.8 55 -15 8.4 +2.8
GSPY Gotham Enhanced 500 ETF 3.8 50 -10 4.5 -1.1
FTA First Trust Large Cap Value AlphaDEX Fund 3.7 59 -19 7.6 +2.0
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 15 5.0 -0.6
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 4.9 -0.8
PRF Invesco FTSE RAFI US 1000 ETF 3.7 34 6 5.8 +0.2
EPS WisdomTree U.S. LargeCap Fund 3.7 8 32 4.8 -0.8
MFVL Motley Fool Value Factor ETF 3.6 50 -10 5.6 +0.0
FNDB Schwab Fundamental US Broad Market Index ETF 3.6 25 15 6.4 +0.7
QQQ Invesco QQQ Trust Series I 3.6 20 20 3.4 -2.3
VYM Vanguard High Dividend Yield Index ETF 3.6 6 34 6.1 +0.5
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 3.4 -2.2
DSTL Distillate US Fundamental Stability & Value ETF 3.6 39 1 7.6 +2.0
FPX First Trust US Equity Opportunities ETF 3.6 61 -21 0.9 -4.8
MISL First Trust Indxx Aerospace & Defense ETF 3.6 60 -20 1.7 -3.9
AIQ Global X Artificial Intelligence & Technology ETF 3.6 68 -28 3.1 -2.5
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -60 2.9 -2.7
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -25 5.1 -0.6
DFVX Dimensional US Large Cap Vector ETF 3.5 22 18 5.3 -0.3
NACP Impact Shares NAACP Minority Empowerment ETF 3.5 49 -9 4.0 -1.7
XITK State Street SPDR FactSet Innovative Technology ETF 3.4 45 -5 0.1 -5.5
VTV Vanguard Value ETF 3.4 4 36 6.0 +0.4
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 36 5.8 +0.2
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 5.2 -0.4
USXF iShares ESG Advanced MSCI USA ETF 3.4 10 30 3.9 -1.7
VGT Vanguard Information Technology ETF 3.4 9 31 27.1 +21.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 6.4 +0.7
IWD iShares Russell 1000 Value ETF 3.4 19 21 5.5 -0.1
SDY State Street SPDR S&P Dividend ETF 3.4 35 5 6.1 +0.5
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 3.3 79 -39 4.2 -1.5
IXN iShares Global Tech ETF 3.3 41 -1 3.0 -2.6
VONV Vanguard Russell 1000 Value ETF 3.3 7 33 5.6 +0.0
BUZZ VanEck Social Sentiment ETF 3.3 75 -35 -0.7 -6.3
ARKF ARK Fintech Innovation ETF 3.3 75 -35 0.2 -5.4
ARKK ARK Innovation ETF 3.3 75 -35 -2.9 -8.5
ARKW ARK Next Generation Internet ETF 3.3 87 -47 0.7 -5.0
BNGE First Trust S-Network Streaming and Gaming ETF 3.3 70 -30 2.9 -2.7
BGDV Bahl & Gaynor Dividend ETF 3.3 45 -5 4.0 -1.7
DAK Dakota Active Equity ETF 3.3 43 -3 3.8 -1.8
FEX First Trust Large Cap Core AlphaDEX Fund 3.3 59 -19 5.1 -0.6
FTC First Trust Large Cap Growth AlphaDEX Fund 3.3 59 -19 1.8 -3.8
YALL God Bless America ETF 3.2 65 -25 4.1 -1.5
FFOX FundX Future Fund Opportunities ETF 3.2 100 -60 2.3 -3.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.2 49 -9 5.1 -0.5
DIVS SmartETFs Dividend Builder ETF 3.2 65 -25 4.5 -1.2
SSPY Syntax Stratified LargeCap ETF 3.2 30 10 6.1 +0.5
FCTR First Trust Lunt U.S. Factor Rotation ETF 3.2 65 -25 4.8 -0.8
GVUS Marketbeta Russell 1000 Value Equity ETF 3.2 12 28 5.6 -0.0
GXPT Global X PureCap MSCI Information Technology ETF 3.2 25 15 3.4 -2.2
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.9 +0.3
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 31 9 1.8 -3.8
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.1 15 25 7.2 +1.6
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.2 -1.4
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 4.5 -1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.1 25 15 5.5 -0.2
AGRW Allspring LT Large Growth ETF 3.1 35 5 3.3 -2.3
VBK Vanguard Small-Cap Growth ETF 3.1 7 33 1.3 -4.4
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 4.5 -1.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.1 19 21 5.1 -0.5
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 27 1.7 -3.9
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 4.1 -1.6
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 5.7 +0.0
EBI Longview Advantage ETF 3.0 35 5 6.0 +0.4
CHAT Roundhill Generative AI & Technology ETF 3.0 75 -35 4.7 -0.9
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.0 35 5 7.0 +1.4
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.0 38 2 6.9 +1.3
ILCV iShares Morningstar Value ETF 3.0 4 36 5.5 -0.2
VOOV Vanguard S&P 500 Value ETF 3.0 7 33 5.7 +0.1
EVUS iShares ESG Aware MSCI USA Value ETF 3.0 18 22 5.7 +0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.0 4 36 5.8 +0.1
IVE iShares S&P 500 Value ETF 3.0 18 22 5.6 0.0
COLO Global X MSCI Colombia ETF 3.0 62 -22 15.7 +10.0
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.9 20 20 4.2 -1.4
QLV FlexShares US Quality Low Volatility Index Fund 2.9 22 18 5.1 -0.6
THRO iShares U.S. Thematic Rotation Active ETF 2.9 90 -50 3.3 -2.4
KRMA Global X Conscious Companies ETF 2.9 43 -3 5.3 -0.4
OEI Optimized Equity Income ETF 2.9 75 -35 3.5 -2.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 31 4.4 -1.2
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 32 3.3 -2.3
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.8 12 28 5.5 -0.1
AFLG First Trust Active Factor Large Cap ETF 2.8 55 -15 5.1 -0.6
MAVF Matrix Advisors Value ETF 2.8 75 -35 5.0 -0.6
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 4.5 -1.1
IUSV iShares Core S&P US Value ETF 2.8 4 36 5.9 +0.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.8 45 -5 2.3 -3.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.4 -1.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -25 7.5 +1.9
INRO iShares U.S. Industry Rotation Active ETF 2.7 42 -2 3.7 -2.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.7 49 -9 3.8 -1.8
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.4 -2.2
LRGF iShares U.S. Equity Factor ETF 2.7 8 32 4.7 -0.9
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.7 75 -35 2.0 -3.6
AIS VistaShares Artificial Intelligence Supercycle ETF 2.7 75 -35 1.4 -4.3
LOWV AB US Low Volatility Equity ETF 2.7 48 -8 4.3 -1.3
QDF FlexShares Quality Dividend Index Fund 2.6 37 3 5.5 -0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 32 4.4 -1.2
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 25 5.9 +0.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.6 75 -35 2.2 -3.4
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 2.7 -2.9
ARTY iShares Future AI & Tech ETF 2.6 47 -7 2.9 -2.8
FFND Future Fund Active ETF 2.6 100 -60 4.3 -1.3
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.6 25 15 4.2 -1.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.6 0 40 7.4 +1.8
TMFX Motley Fool Next Index ETF 2.5 50 -10 3.0 -2.6
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 15 4.6 -1.0
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 9.1 +3.4
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 5 3.5 -2.2
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.7 -0.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.5 6 34 3.4 -2.2
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 26 4.0 -1.6
TOPC iShares S&P 500 3% Capped ETF 2.5 15 25 4.5 -1.2
AVSU Avantis Responsible U.S. Equity ETF 2.5 15 25 5.1 -0.6
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 9.4 +3.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 4.1 -1.6
ADME Aptus Drawdown Managed Equity ETF 2.4 79 -39 3.4 -2.2
SNSR Global X Internet of Things ETF 2.4 68 -28 3.7 -1.9
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 6.5 +0.8
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.3 -1.4
STOX Horizon Core Equity ETF 2.4 70 -30 3.7 -2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 33 4.4 -1.2
SFTY Horizon Managed Risk ETF 2.4 77 -37 3.6 -2.1
TMFC Motley Fool 100 Index ETF 2.4 50 -10 3.0 -2.6
FTGS First Trust Growth Strength ETF 2.3 60 -20 3.6 -2.1
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 3 5.5 -0.2
HDUS Hartford Disciplined US Equity ETF 2.3 19 21 4.8 -0.8
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.2 -1.4
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.3 25 15 11.4 +5.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 31 5.2 -0.4
VIG Vanguard Dividend Appreciation ETF 2.3 5 35 5.0 -0.7
IWL iShares Russell Top 200 ETF 2.3 15 25 4.0 -1.7
ABOT Abacus FCF Innovation Leaders ETF 2.3 69 -29 4.0 -1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.3 49 -9 7.9 +2.3
VUSV Vanguard Wellington U.S. Value Active ETF 2.3 30 10 5.8 +0.2
FTCS First Trust Capital Strength ETF 2.3 55 -15 5.5 -0.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 16 7.1 +1.5
BGRO iShares Large Cap Growth Active ETF 2.2 55 -15 2.0 -3.6
AVLV Avantis U.S. Large Cap Value ETF 2.2 15 25 6.0 +0.3
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.2 52 -12 5.3 -0.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 4.4 -1.2
FBCV Fidelity Blue Chip Value ETF 2.2 59 -19 5.9 +0.3
FEGE First Eagle Global Equity ETF 2.2 79 -39 6.0 +0.4
QGRO American Century U.S. Quality Growth ETF 2.2 29 11 3.9 -1.8
HGRO Hedgeye Quality Growth ETF 2.2 70 -30 3.5 -2.2
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 31 4.1 -1.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 30 4.4 -1.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.2 49 -9 4.7 -1.0
AKAF The Frontier Economic Fund 2.2 20 20 5.1 -0.5
ENHU iShares Enhanced Large Cap Core Active ETF 2.2 22 18 4.2 -1.4
SIZE iShares MSCI USA Size Factor ETF 2.2 15 25 5.5 -0.1
RVRB Reverb ETF 2.2 30 10 4.0 -1.6
LCLG Logan Capital Broad Innovative Growth ETF 2.2 99 -59 3.0 -2.7
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 4.4 -1.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 4.1 -1.5
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 -9 4.9 -0.8
OEF iShares S&P 100 ETF 2.1 20 20 3.9 -1.7
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 4.3 -1.3
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 11 4.1 -1.5
GXLC Global X U.S. 500 ETF 2.1 2 38 4.2 -1.5
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.1 -1.5
MGC Vanguard Mega Cap ETF 2.1 7 33 4.0 -1.6
VOO Vanguard S&P 500 ETF 2.1 3 37 4.3 -1.3
CHRI Global X S&P 500 Christian Values ETF 2.1 29 11 4.0 -1.6
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 4.0 -1.6
BGIG Bahl & Gaynor Income Growth ETF 2.1 45 -5 4.6 -1.1
TIME Clockwise Core Equity & Innovation ETF 2.1 95 -55 2.2 -3.4
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.2 -1.4
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 1.5 -4.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.1 65 -25 1.5 -4.1
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 38 4.3 -1.3
SPY SPDR S&P 500 ETF 2.1 9 31 4.3 -1.4
IVV iShares Core S&P 500 ETF 2.1 3 37 4.3 -1.3
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 3.9 -1.8
STRV Strive 500 ETF 2.1 5 35 4.2 -1.4
AVUS Avantis U.S. Equity ETF 2.1 15 25 4.9 -0.8
EMOT First Trust S&P 500 Economic Moat ETF 2.0 60 -20 8.0 +2.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 5.3 -0.3
IWB iShares Russell 1000 ETF 2.0 15 25 4.3 -1.4
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.3 -1.3
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 25 4.3 -1.4
DCOR Dimensional US Core Equity 1 ETF 2.0 14 26 4.7 -1.0
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 31 4.0 -1.6
IQM Franklin Intelligent Machines ETF 2.0 50 -10 1.1 -4.5
FLDZ RiverNorth Patriot ETF 2.0 75 -35 5.6 -0.1
AIEQ AI Powered Equity ETF 2.0 75 -35 3.8 -1.9
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.2 -1.5
EUSA iShares MSCI USA Equal Weighted ETF 2.0 9 31 5.5 -0.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 1.5 -4.1
BFOR ALPS Barron's 400 ETF 2.0 65 -25 5.0 -0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 31 4.4 -1.2
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.2 -1.4
VOT Vanguard Mid-Cap Growth ETF 2.0 7 33 3.1 -2.5
FVD First Trust Value Line Dividend Index Fund 2.0 65 -25 5.7 +0.1
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 -9 4.1 -1.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 -20 9.6 +4.0
DFAU Dimensional US Core Equity Market ETF 2.0 12 28 4.4 -1.2
QUVU Hartford Quality Value ETF 2.0 46 -6 5.7 +0.1
TRFM AAM Transformers ETF 2.0 49 -9 1.0 -4.6
FLRG Fidelity U.S. Multifactor ETF 2.0 15 25 5.9 +0.3
FQAL Fidelity Quality Factor ETF 2.0 15 25 4.9 -0.8
PBUS Invesco MSCI USA ETF 1.9 4 36 4.3 -1.3
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -40 3.6 -2.0
IWV iShares Russell 3000 ETF 1.9 20 20 4.1 -1.5
HLAL Wahed FTSE USA Shariah ETF 1.9 50 -10 3.8 -1.8
BDIV AAM Brentview Dividend Growth ETF 1.9 49 -9 3.7 -1.9
XOEF iShares S&P 500 ex S&P 100 ETF 1.9 20 20 4.7 -0.9
RAUS RACWI US ETF 1.9 15 25 4.3 -1.4
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.2 -1.4
LGCF Themes US Cash Flow Champions ETF 1.9 30 10 7.3 +1.7
JQUA JPMorgan U.S. Quality Factor ETF 1.9 12 28 5.2 -0.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.2 -1.4
VV Vanguard Large-Cap ETF 1.9 4 36 4.2 -1.4
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 37 4.5 -1.2
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -24 1.3 -4.3
DSI iShares MSCI KLD 400 Social ETF 1.9 25 15 4.2 -1.4
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 28 7.1 +1.4
DGT State Street SPDR Global Dow ETF 1.9 50 -10 5.8 +0.2
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.3 -1.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -35 3.3 -2.4
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 31 4.2 -1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 4.3 -1.3
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 1.9 49 -9 3.4 -2.2
VOTE TCW Transform 500 ETF 1.9 5 35 4.2 -1.4
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.2 -1.4
FAB First Trust Multi Cap Value AlphaDEX Fund 1.9 67 -27 8.6 +3.0
CFA VictoryShares US 500 Volatility Wtd ETF 1.9 35 5 5.3 -0.3
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.9 40 0 5.3 -0.4
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 20 4.8 -0.8
SCHM Schwab U.S. Mid-Cap ETF 1.8 4 36 5.9 +0.3
QVAL Alpha Architect US Quantitative Value ETF 1.8 39 1 9.4 +3.7
SYLD Cambria Shareholder Yield ETF 1.8 59 -19 10.2 +4.6
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.2 -1.4
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 3.6 -2.0
SFGV Sequoia Global Value ETF 1.8 23 17 7.2 +1.6
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 19 3.0 -2.7
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 38 4.3 -1.4
SGLC SGI U.S. Large Cap Core ETF 1.8 85 -45 3.8 -1.9
JHML John Hancock Multifactor Large Cap ETF 1.8 29 11 4.6 -1.1
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 25 4.5 -1.1
LST Leuthold Select Industries ETF 1.8 91 -51 4.9 -0.7
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.8 45 -5 4.3 -1.3
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 29 4.2 -1.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -35 2.1 -3.6
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 23 4.8 -0.9
AGIX KraneShares Artificial Intelligence and Technology ETF 1.8 99 -59 1.3 -4.3
YOKE Yoke Core ETF 1.8 42 -2 3.7 -1.9
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 4.1 -1.5
ALTL Pacer Lunt Large Cap Alternator ETF 1.8 60 -20 4.9 -0.7
DGRO iShares Core Dividend Growth ETF 1.8 8 32 5.6 0.0
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.4 -1.3
DEW WisdomTree Global High Dividend Fund 1.8 58 -18 7.3 +1.7
APUE ActivePassive U.S. Equity ETF 1.8 45 -5 4.0 -1.6
RND First Trust Bloomberg R&D Leaders ETF 1.8 60 -20 2.5 -3.1
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.7 45 -5 -1.4 -7.0
SUSA iShares MSCI USA ESG Select ETF 1.7 25 15 4.1 -1.5
FELG Fidelity Enhanced Large Cap Growth ETF 1.7 18 22 3.3 -2.3
SCHK Schwab 1000 Index ETF 1.7 5 35 4.3 -1.3
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.7 45 -5 3.7 -1.9
USEW Cambria US EW ETF 1.7 30 10 4.2 -1.4
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -25 3.5 -2.1
WISE Themes Generative Artificial Intelligence ETF 1.7 35 5 -0.4 -6.0
SFY SoFi Select 500 ETF 1.7 0 40 3.8 -1.8
SMMD iShares Russell 2500 ETF 1.7 15 25 5.6 -0.1
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.3 -1.4
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.3 -1.3
DIA SPDR Dow Jones Industrial Average ETF 1.6 16 24 4.8 -0.8
GLOF iShares Global Equity Factor ETF 1.6 20 20 5.7 +0.1
AQLT iShares MSCI Global Quality Factor ETF 1.6 18 22 0.0 -5.6
FMKT The Free Markets ETF 1.6 76 -36 4.1 -1.5
WTV WisdomTree US Value Fund of Benef Interest 1.6 12 28 7.9 +2.3
MNZL Manzil Russell Halal USA Broad MarketETF 1.6 40 0 4.0 -1.6
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 28 3.5 -2.1
ICAP InfraCap Equity Income Fund ETF 1.6 171 -131 4.3 -1.3
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 17 5.4 -0.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.6 12 28 3.6 -2.0
TAX Cambria Tax Aware ETF 1.6 49 -9 4.1 -1.5
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 9.0 +3.4
DXUV Dimensional US Vector Equity ETF 1.6 28 12 5.3 -0.3
PTL Inspire 500 ETF 1.6 9 31 4.4 -1.2
TOK iShares MSCI Kokusai ETF 1.6 26 14 4.4 -1.3
TTAC FCF US Quality ETF 1.6 59 -19 5.4 -0.2
WDIV SPDR S&P Global Dividend ETF 1.6 40 0 9.2 +3.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 15 5.0 -0.6
BLCV iShares Large Cap Value Active ETF 1.6 53 -13 6.5 +0.8
MOAT VanEck Morningstar Wide Moat ETF 1.6 46 -6 5.5 -0.1
FVAL Fidelity Value Factor ETF 1.6 15 25 6.1 +0.5
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 33 5.3 -0.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.5 15 25 6.8 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 28 4.5 -1.2
MTUM iShares MSCI USA Momentum Factor ETF 1.5 15 25 2.6 -3.0
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 11 3.9 -1.8
FDVV Fidelity High Dividend ETF 1.5 15 25 6.8 +1.2
FFTY Innovator IBD 50 ETF 1.5 80 -40 -0.0 -5.6
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 5.9 +0.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.5 75 -35 0.9 -4.7
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 9 31 4.9 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 22 4.7 -0.9
URTH iShares MSCI World ETF 1.5 24 16 4.4 -1.2
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 5.1 -0.6
EGUS iShares ESG Aware MSCI USA Growth ETF 1.5 18 22 3.1 -2.5
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.1 -3.6
VB Vanguard Small-Cap ETF 1.5 5 35 5.2 -0.4
JGRW Jensen Quality Growth ETF 1.5 57 -17 4.0 -1.6
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.4 60 -20 4.8 -0.8
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 30 4.4 -1.2
LRGC AB US Large Cap Strategic Equities ETF 1.4 48 -8 3.9 -1.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 31 4.5 -1.1
OPTZ Optimize Strategy Index ETF 1.4 50 -10 3.7 -2.0
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.8 -1.8
RECS Columbia Research Enhanced Core ETF 1.4 15 25 5.4 -0.3
RGEF Rockefeller Global Equity ETF 1.4 55 -15 3.9 -1.7
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -15 4.1 -1.5
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -35 3.0 -2.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.4 58 -18 4.9 -0.7
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 10 4.1 -1.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.4 20 20 6.1 +0.5
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 23 6.5 +0.9
IMCB iShares Morningstar Mid-Cap ETF 1.3 4 36 5.3 -0.3
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 2 3.9 -1.7
ACEP ARS Core Equity ETF 1.3 45 -5 4.2 -1.4
XT iShares Exponential Technologies ETF 1.3 46 -6 4.1 -1.5
WAR U.S. Global Tech and Aerospace & Defense ETF 1.3 60 -20 0.1 -5.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.3 58 -18 3.5 -2.2
ACWI iShares MSCI ACWI ETF 1.3 32 8 4.8 -0.9
VOOG Vanguard S&P 500 Growth ETF 1.3 7 33 19.0 +13.4
DUHP Dimensional US High Profitability ETF 1.3 21 19 5.2 -0.4
TXS Texas Capital Texas Equity Index ETF 1.3 49 -9 5.1 -0.6
IVW iShares S&P 500 Growth ETF 1.3 18 22 3.0 -2.6
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.3 4 36 3.1 -2.5
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.3 60 -20 4.7 -0.9
QTUM Defiance Quantum ETF 1.2 40 0 4.2 -1.4
ULVM VictoryShares US Value Momentum ETF 1.2 20 20 6.2 +0.6
IUSG iShares Core S&P U.S. Growth ETF 1.2 4 36 3.2 -2.5
SRVR Pacer Data & Infrastructure Real Estate ETF 1.2 55 -15 3.6 -2.0
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 4.7 -0.9
GURU Global X Guru Index ETF 1.2 75 -35 2.3 -3.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 30 3.8 -1.9
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 5.9 +0.3
VT Vanguard Total World Stock ETF 1.2 6 34 5.1 -0.5
FDWM Fidelity Women's Leadership ETF 1.2 59 -19 3.7 -1.9
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -10 2.2 -3.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.2 20 20 0.8 -4.8
IWS iShares Russell Mid-Cap Value ETF 1.2 23 17 6.1 +0.5
MGK Vanguard Mega Cap Growth ETF 1.2 7 33 17.2 +11.6
WRND IQ Global Equity R&D Leaders ETF 1.1 18 22 4.1 -1.6
GVLU Gotham 1000 Value ETF 1.1 50 -10 8.1 +2.5
PSET Principal Quality ETF 1.1 15 25 4.8 -0.8
GEW Cambria Global EW ETF 1.1 29 11 5.5 -0.2
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -15 3.8 -1.8
IWR iShares Russell Midcap ETF 1.1 19 21 5.4 -0.2
ILCG iShares Morningstar Growth ETF 1.1 4 36 3.1 -2.5
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.5 -1.1
WCEO Hypatia Women CEO ETF 1.1 85 -45 4.7 -0.9
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 3.9 -1.8
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -8 3.7 -1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 4.9 -0.7
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -40 5.9 +0.2
FDLS Inspire Fidelis Multi Factor ETF 1.1 76 -36 3.2 -2.4
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 -10 3.4 -2.2
ETHO Etho Climate Leadership U.S. ETF 1.0 47 -7 4.3 -1.3
SFYF SoFi Social 50 ETF 1.0 29 11 0.8 -4.8
YNOT Horizon Digital Frontier ETF 1.0 75 -35 2.6 -3.0
STXG Strive 1000 Growth ETF 1.0 18 22 3.3 -2.3
CGDG Capital Group Dividend Growers ETF 1.0 47 -7 5.2 -0.5
SUSL iShares ESG MSCI USA Leaders ETF 1.0 10 30 4.3 -1.3
MFIG Motley Fool Innovative Growth Factor ETF 1.0 50 -10 2.8 -2.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 5.7 +0.1
NIXT Research Affiliates Deletions ETF 1.0 9 31 6.4 +0.8
TRUT VanEck Technology TruSector ETF 1.0 13 27 3.9 -1.7
VUSE Vident U.S. Equity Strategy ETF 1.0 50 -10 3.7 -1.9
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 -2 5.4 -0.2
AVMC Avantis U.S. Mid Cap Equity ETF 1.0 18 22 6.0 +0.4
VO Vanguard Mid-Cap ETF 1.0 4 36 21.3 +15.6
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.3 -1.3
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 25 6.6 +0.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.9 59 -19 4.5 -1.1
IWP iShares Russell Mid-Cap Growth ETF 0.9 23 17 2.8 -2.8
AFMC First Trust Active Factor Mid Cap ETF 0.9 65 -25 7.1 +1.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 9.7 +4.1
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 7.5 +1.8
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 16 6.0 +0.4
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.9 52 -12 4.9 -0.8
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 25 5.1 -0.5
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 27 5.6 -0.0
IOO iShares Global 100 ETF 0.9 41 -1 4.0 -1.7
AVUQ Avantis U.S. Quality ETF 0.9 15 25 3.6 -2.0
JAVA JPMorgan Active Value ETF 0.8 44 -4 5.6 -0.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.4 -1.3
VUG Vanguard Growth ETF 0.8 4 36 20.5 +14.9
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 4 3.1 -2.5
XLSR State Street US Sector Rotation ETF 0.8 70 -30 4.4 -1.2
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 3.0 -2.6
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 3.6 -2.1
CVAR Cultivar ETF 0.7 87 -47 7.0 +1.4
VONG Vanguard Russell 1000 Growth ETF 0.7 7 33 3.6 -2.1
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.5 -2.2
LCF Touchstone US Large Cap Focused ETF 0.7 69 -29 3.7 -2.0
IWF iShares Russell 1000 Growth ETF 0.7 19 21 3.4 -2.2
MAGA Point Bridge America First ETF 0.7 72 -32 5.1 -0.5
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -2 4.3 -1.4
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 36 5.6 -0.0
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 12 2.9 -2.7
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 3.7 -1.9
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 4.8 -0.9
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 2.7 -2.9
GINX SGI Enhanced Global Income ETF 0.7 98 -58 6.8 +1.2
JEPI JPMorgan Equity Premium Income ETF 0.7 35 5 4.9 -0.8
JGRO JPMorgan Active Growth ETF 0.7 44 -4 2.4 -3.2
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 4.5 -1.1
VXF Vanguard Extended Market ETF 0.6 5 35 3.8 -1.8
BLES Inspire Global Hope ETF 0.6 61 -21 5.7 +0.1
FYC First Trust Small Cap Growth AlphaDEX Fund 0.6 71 -31 -0.6 -6.2
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 11 7.0 +1.3
CGUS Capital Group Core Equity ETF 0.6 33 7 3.6 -2.0
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 -9 8.2 +2.5
JADE JPMorgan Active Developing Markets Equity ETF 0.6 65 -25 6.2 +0.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 25 6.1 +0.5
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 3.4 -2.3
IEUS iShares MSCI Europe Small-Cap ETF 0.5 42 -2 6.6 +1.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 3.8 -1.9
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 25 5.0 -0.7
STXM Strive Mid-Cap ETF 0.5 18 22 5.7 +0.1
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 5 8.8 +3.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.5 38 2 8.1 +2.5
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.1 -1.6
TMAT Main Thematic Innovation ETF 0.5 164 -124 -2.0 -7.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -3.9 -9.5
GQI Natixis Gateway Quality Income ETF 0.5 34 6 4.5 -1.1
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.1 -3.6
AOTG AOT Growth and Innovation ETF 0.4 75 -35 1.4 -4.2
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.4 -1.2
RCGE RockCreek Global Equality ETF 0.4 95 -55 6.0 +0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.4 95 -55 -0.5 -6.2
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -20 8.0 +2.4
CGGR Capital Group Growth ETF 0.4 39 1 2.6 -3.1
ISCB iShares Morningstar Small-Cap ETF 0.4 4 36 5.4 -0.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 23 5.0 -0.6
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 15 6.1 +0.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 36 3.4 -2.3
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.4 20 20 8.8 +3.1
FDMO Fidelity Momentum Factor ETF 0.4 15 25 2.5 -3.1
CGGO Capital Group Global Growth Equity ETF 0.3 47 -7 4.3 -1.4
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 3.1 -2.5
VOE Vanguard Mid-Cap Value ETF 0.3 7 33 6.8 +1.2
STXK Strive Small-Cap ETF 0.3 18 22 5.2 -0.5
WSML iShares MSCI World Small-Cap ETF 0.3 15 25 5.4 -0.2
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 4.9 -0.7
LVHI Franklin International Low Volatility High Dividend Index ET 0.3 40 0 7.6 +2.0
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.6 -2.1
FYX First Trust Small Cap Core AlphaDEX Fund 0.3 61 -21 5.4 -0.3
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.3 15 25 3.7 -1.9
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 34 7.0 +1.4
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.3 10 30 3.7 -1.9
IJT iShares S&P Small-Cap 600 Growth ETF 0.3 18 22 3.7 -1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 7.7 +2.1
JGLO JPMorgan Global Select Equity ETF 0.3 33 7 4.3 -1.3
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 28 6.2 +0.6
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.5 -1.2
EES WisdomTree U.S. SmallCap Fund 0.3 38 2 7.9 +2.3
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 0 6.1 +0.5
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 8.0 +2.4
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.2 30 10 7.4 +1.8
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 15 7.8 +2.2
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 7 33 6.3 +0.6
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 37 6.5 +0.8
DFAS Dimensional U.S. Small Cap ETF 0.2 26 14 5.6 -0.0
IJR iShares Core S&P Small Cap ETF 0.2 6 34 6.4 +0.8
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.3 -3.3
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.2 -0.4
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 4.7 -0.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 7 6.9 +1.3
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 30 9.1 +3.4
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 20 7.3 +1.7
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 25 9.1 +3.5
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 22 9.0 +3.4
VBR Vanguard Small Cap Value ETF 0.2 7 33 7.9 +2.2
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 8.9 +3.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 -20 6.2 +0.6
WSGE Warren Street Global Equity ETF 0.1 80 -40 2.9 -2.7
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -12 6.5 +0.9
NUSC Nuveen ESG Small-Cap ETF 0.1 31 9 4.9 -0.7
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 34 7.8 +2.2
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 31 3.8 -1.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 5 6.5 +0.9
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 4.9 -0.8
SCHA Schwab U.S. Small-Cap ETF 0.1 4 36 4.5 -1.2
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.1 +1.5
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 1.8 -3.9
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 36 5.2 -0.4
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 0 3.9 -1.8
IEUR iShares Core MSCI Europe ETF 0.1 11 29 6.3 +0.7
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 4.7 -0.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.1 35 5 6.3 +0.7
AVSD Avantis Responsible International Equity ETF 0.0 23 17 5.9 +0.3
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 6.1 +0.4
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 6.0 +0.4
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 6.6 +1.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 5.9 +0.3
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 6.9 +1.3
AVDE Avantis International Equity ETF 0.0 23 17 6.2 +0.6
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 20 7.2 +1.6

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

  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:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 CATEGORY
AVERAGE		 1.57
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.