iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.6% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.9x P/Sales
ratio		 2.2x
P/BV
ratio		 2.6x 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) $602
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 23
Wgt avg mkt cap (mns) $128,162
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 19.9 %
VERIZON COMMUNICATIONS INC 11.4 %
AT&T INC 11.3 %
LUMENTUM HOLDINGS INC 6.7 %
AST SPACEMOBILE, INC. CLASS A 6.2 %
CIENA CORP 5.3 %
ARISTA NETWORKS, INC. 3.5 %
ROKU, INC. CLASS A 3.5 %
MILLICOM INTL CELLULAR S.A. 3.3 %
COMCAST CORP-CL A 3.3 %
Total 74.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 84.1 %
LUXEMBOURG 3.3 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru November 30)
Year-to-date 1 year 5 years 10 years Since Incep.
22.9% 18.9% 4.0% 3.3% 0.4%

Market Correlations
versus... Beta R-squared
S&P500 0.73 64%
MSCI EAFE 0.73 45%
MSCI Emg. Mkts. 0.62 37%

Technical Indicators
Recent close $34.03
30d moving avg. $32.46
Annualized volatility 15.3%
Short interest (ETF) 4.4%
Short interest (Underlying) 3.2%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 1,446
Turnover 8.2%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 679 potential alternatives to the iShares U.S. Telecommunications ETF ETF based on the alternatives' overlap in portfolio holdings with IYZ. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: IYZ Expense: 40 bp ALTAR Score™: 6.6%


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 State Street SPDR S&P Telecom ETF 36.3 35 5 1.2 -5.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 20.5 40 0 5.9 -0.7
FCOM Fidelity MSCI Communication Services Index ETF 20.1 8 32 4.7 -1.9
KNCT Invesco Next Gen Connectivity ETF 18.2 40 0 4.7 -1.9
XLC The Communication Services Select Sector SPDR Fund 17.2 8 32 5.5 -1.1
SIXG Defiance Connective Technologies ETF 17.2 30 10 4.0 -2.6
VOX Vanguard Communication Services ETF 16.0 9 31 4.8 -1.8
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 7.7 +1.1
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 14.7 5 35 8.0 +1.4
TRFK Pacer Data and Digital Revolution ETF 13.6 60 -20 3.2 -3.4
VLUE iShares MSCI USA Value Factor ETF 13.3 15 25 9.1 +2.5
SPRX Spear Alpha ETF 13.0 75 -35 -0.3 -6.9
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.5 80 -40 6.9 +0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.3 15 25 6.6 -0.0
PWV Invesco Large Cap Value ETF 12.0 55 -15 7.6 +1.0
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.9 50 -10 5.5 -1.1
IXP iShares Global Comm Services ETF 11.6 42 -2 6.0 -0.6
FDN First Trust Dow Jones Internet Index Fund 10.9 52 -12 3.0 -3.6
FDND FT Vest Dow Jones Internet & Target Income ETF 10.8 75 -35 2.8 -3.8
UFO Procure Space ETF 10.7 75 -35 0.1 -6.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.4 47 -7 6.1 -0.5
UDI USCF Dividend Income Fund 10.4 65 -25 8.0 +1.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 10.3 41 -1 5.8 -0.8
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.5 -0.1
XPND First Trust Expanded Technology ETF 10.0 65 -25 3.6 -3.0
MDLV Morgan Dempsey Large Cap Value ETF 9.8 58 -18 7.1 +0.5
AUSF Global X Adaptive U.S. Factor ETF 9.7 27 13 8.8 +2.2
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.5 15 25 8.8 +2.2
FDL First Trust Morningstar Dividend Leaders Index Fund 9.3 45 -5 10.7 +4.1
DIVN Horizon Dividend Income ETF 9.2 70 -30 7.7 +1.1
DIVB iShares Core Dividend ETF 9.0 5 35 8.2 +1.6
VEGN US Vegan Climate ETF 9.0 60 -20 4.6 -2.0
SDOG ALPS Sector Dividend Dogs ETF 9.0 36 4 9.6 +3.0
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 8.9 29 11 6.9 +0.3
RAFE PIMCO RAFI ESG U.S. ETF 8.9 29 11 6.8 +0.2
CIBR First Trust NASDAQ Cybersecurity ETF 8.9 60 -20 4.3 -2.4
BRIF FIS Bright Portfolios Focused Equity ETF 8.7 65 -25 4.8 -1.8
FDCF Fidelity Disruptive Communications ETF 8.7 50 -10 3.9 -2.7
NXTG First Trust Indxx NextG ETF 8.4 70 -30 4.9 -1.7
SCHD Schwab US Dividend Equity ETF 8.2 6 34 10.1 +3.5
TBG TBG Dividend Focus ETF 8.2 59 -19 7.9 +1.3
ITAN Sparkline Intangible Value ETF 8.2 50 -10 6.5 -0.1
EQIN Columbia US Equity Income ETF 8.1 35 5 7.0 +0.4
EQAL Invesco Russell 1000 Equal Weight ETF 7.9 20 20 7.1 +0.5
CHPX Global X AI Semiconductor & Quantum ETF 7.9 50 -10 3.4 -3.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 7.8 48 -8 6.2 -0.4
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.5 -1.1
ARB AltShares Merger Arbitrage ETF 7.7 77 -37 3.9 -2.7
GXPC Global X PureCap MSCI Communication Services ETF 7.6 25 15 4.5 -2.1
REVS Columbia Research Enhanced Value ETF 7.6 19 21 7.8 +1.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.5 75 -35 5.2 -1.4
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.3 60 -20 3.2 -3.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 7.5 +0.9
TCAI Tortoise AI Infrastructure ETF 7.1 65 -25 2.5 -4.1
HDV iShares Core High Dividend ETF 7.1 8 32 7.2 +0.6
CRTC Xtrackers US National Critical Technologies ETF 7.1 35 5 4.8 -1.8
OALC OneAscent Large Cap Core ETF 7.1 86 -46 4.1 -2.5
USMF WisdomTree U.S. Multifactor Fund 7.0 28 12 7.3 +0.7
COWZ Pacer US Cash Cows 100 ETF 6.9 49 -9 8.4 +1.8
VFMV Vanguard U.S. Minimum Volatility ETF 6.8 13 27 5.9 -0.7
DARP Grizzle Growth ETF 6.7 75 -35 2.8 -3.8
SPDV AAM S&P 500 High Dividend Value ETF 6.7 29 11 11.9 +5.3
DIVY Sound Equity Dividend Income ETF 6.7 45 -5 9.9 +3.3
USMV iShares MSCI USA Min Vol Factor ETF 6.7 15 25 5.7 -0.9
FDLO Fidelity Low Volatility Factor ETF 6.6 15 25 5.5 -1.1
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 -10 5.4 -1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.6 30 10 4.5 -2.2
SRHQ SRH U.S. Quality ETF 6.5 35 5 7.3 +0.7
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.5 18 22 5.7 -0.9
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 9.9 +3.3
IVES Wedbush ETFMG Global Cloud Technology ETF 6.5 68 -28 6.1 -0.5
RJDI RJ Eagle GCM Dividend Select Income ETF 6.4 55 -15 5.5 -1.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.3 60 -20 5.0 -1.6
FLQL Franklin LibertyQ U.S. Equity ETF 6.2 15 25 5.4 -1.2
ACVF American Conservative Values ETF 6.2 75 -35 4.3 -2.3
SKYY First Trust Cloud Computing ETF 6.1 60 -20 3.0 -3.6
ROE Astoria US Quality Kings ETF 6.0 49 -9 6.9 +0.3
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.8 +0.2
VALQ American Century U.S. Quality Value ETF 5.9 29 11 7.9 +1.3
ACSI American Customer Satisfaction ETF 5.8 65 -25 5.5 -1.2
QVAL Alpha Architect US Quantitative Value ETF 5.8 39 1 10.0 +3.4
AVLV Avantis U.S. Large Cap Value ETF 5.8 15 25 7.7 +1.1
DSTL Distillate US Fundamental Stability & Value ETF 5.7 39 1 8.5 +1.9
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -1.1 -7.7
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 4.6 -2.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.7 +0.1
USRD Themes US R&D Champions ETF 5.7 29 11 4.7 -1.9
DFLV Dimensional US Large Cap Value ETF 5.7 22 18 7.4 +0.8
GOP Unusual Whales Subversive Republican Trading ETF 5.7 50 -10 5.4 -1.3
CHGX AXS Change Finance ESG ETF 5.7 49 -9 5.3 -1.4
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.6 50 -10 8.7 +2.1
DFUV Dimensional US Marketwide Value ETF 5.6 22 18 7.3 +0.7
ROUS Hartford Multifactor US Equity ETF 5.6 19 21 6.9 +0.3
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.5 70 -30 5.1 -1.5
YLDE ClearBridge Dividend Strategy ESG ETF 5.5 60 -20 5.7 -0.9
LVOL American Century Low Volatility ETF 5.5 29 11 5.1 -1.5
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 10.5 +3.9
WFH Direxion Work From Home ETF 5.5 45 -5 4.0 -2.6
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.4 45 -5 5.9 -0.7
LYLD Cambria Large Cap Shareholder Yield ETF 5.4 59 -19 9.7 +3.1
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.3 19 21 5.5 -1.2
SHRY First Trust Bloomberg Shareholder Yield ETF 5.3 60 -20 10.6 +4.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.3 35 5 7.8 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.3 38 2 7.8 +1.2
CZAR Themes Natural Monopoly ETF 5.2 35 5 5.6 -1.0
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 18 5.8 -0.8
ABEQ Absolute Select Value ETF 5.1 85 -45 4.7 -1.9
FPAG FPA Global Equity ETF 5.1 49 -9 5.6 -1.0
WOMN Impact Shares YWCA Women's Empowerment ETF 5.1 75 -35 5.6 -1.0
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.0 15 25 5.0 -1.7
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 25 6.8 +0.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 25 4.1 -2.5
FBCV Fidelity Blue Chip Value ETF 4.9 59 -19 7.4 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.9 19 21 6.3 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.9 18 22 7.8 +1.2
FELV Fidelity Enhanced Large Cap Value ETF 4.8 18 22 6.7 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.6 -1.0
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 6.2 -0.4
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.8 -0.8
GCOW Pacer Global Cash Cows Dividend ETF 4.7 60 -20 10.3 +3.7
DLN WisdomTree U.S. LargeCap Dividend Fund 4.7 28 12 6.0 -0.6
WBIY WBI Power Factor High Dividend ETF 4.6 100 -60 13.4 +6.8
DURA VanEck Durable High Dividend ETF 4.6 29 11 7.4 +0.8
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 28 8.8 +2.2
FLV American Century Focused Large Cap Value ETF 4.6 42 -2 6.8 +0.2
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 11.8 +5.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.5 49 -9 4.9 -1.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.5 15 25 5.7 -0.9
XLK The Technology Select Sector SPDR Fund 4.4 8 32 4.4 -2.2
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 11 6.4 -0.2
BLCV iShares Large Cap Value Active ETF 4.4 53 -13 7.3 +0.7
BLCR iShares Large Cap Core Active ETF 4.3 36 4 3.7 -2.9
IWX iShares Russell Top 200 Value ETF 4.3 20 20 6.0 -0.6
LST Leuthold Select Industries ETF 4.3 91 -51 5.6 -1.0
QTOP iShares Nasdaq Top 30 Stocks ETF 4.2 20 20 3.7 -2.9
STXV Strive 1000 Value ETF 4.2 18 22 8.1 +1.5
TOGA Tremblant Global ETF 4.2 69 -29 1.6 -5.0
DIV Global X SuperDividend US ETF 4.2 45 -5 11.3 +4.7
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 4.0 -2.7
TEXN iShares Texas Equity ETF 4.1 20 20 6.2 -0.4
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.1 79 -39 5.7 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.5 -0.2
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 12 6.3 -0.3
XDAT Franklin Exponential Data ETF 4.1 50 -10 2.4 -4.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.0 12 28 7.3 +0.7
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 4.2 -2.4
EMOT First Trust S&P 500 Economic Moat ETF 4.0 60 -20 8.6 +2.0
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 27 2.9 -3.7
BUZZ VanEck Social Sentiment ETF 4.0 75 -35 -0.8 -7.4
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 5.5 -1.1
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 6.7 +0.1
IETC iShares U.S. Tech Independence Focused ETF 4.0 18 22 3.6 -3.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 4.1 -2.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.0 38 2 6.4 -0.2
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.7 -1.9
IUS Invesco RAFI Strategic US ETF 3.9 19 21 6.8 +0.2
MGV Vanguard Mega Cap Value ETF 3.9 7 33 6.5 -0.1
INRO iShares U.S. Industry Rotation Active ETF 3.9 42 -2 4.6 -2.0
EPS WisdomTree U.S. LargeCap Fund 3.9 8 32 5.7 -0.9
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.8 60 -20 3.9 -2.7
FTCS First Trust Capital Strength ETF 3.8 55 -15 5.9 -0.7
RJMG FT Raymond James Multicap Growth Equity ETF 3.8 85 -45 3.0 -3.6
PRXV Praxis Impact Large Cap Value ETF 3.8 36 4 6.6 -0.0
ABFL Abacus FCF Leaders ETF 3.8 59 -19 4.9 -1.7
MISL First Trust Indxx Aerospace & Defense ETF 3.8 60 -20 1.8 -4.8
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 15 6.0 -0.6
FNDX Schwab Fundamental US Large Co. Index ETF 3.7 25 15 7.2 +0.6
PRF Invesco FTSE RAFI US 1000 ETF 3.7 39 1 6.7 +0.1
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 15 5.7 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 5.6 -1.0
DHS WisdomTree U.S. High Dividend Fund 3.7 38 2 8.1 +1.5
FMTM MarketDesk Focused U.S. Momentum ETF 3.7 45 -5 4.1 -2.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.6 50 -10 7.2 +0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.4 -2.2
FTEC Fidelity MSCI Information Technology Index ETF 3.6 8 32 4.0 -2.6
AIEQ AI Powered Equity ETF 3.6 75 -35 4.7 -1.9
QQQ Invesco QQQ Trust Series I 3.6 20 20 4.2 -2.4
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 4.3 -2.3
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.6 60 -20 4.7 -1.9
FFLC Fidelity Fundamental Large Cap Core ETF 3.6 38 2 4.5 -2.1
SGLC SGI U.S. Large Cap Core ETF 3.6 85 -45 4.1 -2.5
FFND Future Fund Active ETF 3.6 100 -60 3.8 -2.8
BIBL Inspire 100 ETF 3.5 35 5 5.2 -1.4
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -60 4.9 -1.7
AGIQ Sofi Agentic AI ETF 3.5 69 -29 1.8 -4.8
VYM Vanguard High Dividend Yield Index ETF 3.5 6 34 7.1 +0.4
GSPY Gotham Enhanced 500 ETF 3.5 50 -10 5.2 -1.4
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.5 58 -18 4.5 -2.1
ARKK ARK Innovation ETF 3.5 75 -35 -2.6 -9.2
ARKW ARK Next Generation Internet ETF 3.5 87 -47 0.8 -5.8
FLRG Fidelity U.S. Multifactor ETF 3.5 15 25 7.0 +0.4
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 15 7.2 +0.6
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.4 49 -9 3.7 -2.9
CAML Congress Large Cap Growth ETF 3.4 66 -26 3.4 -3.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.4 49 -9 4.2 -2.4
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.4 60 -20 5.3 -1.3
FTGS First Trust Growth Strength ETF 3.4 60 -20 4.5 -2.1
SGRT SMART Earnings Growth 30 ETF 3.4 59 -19 2.3 -4.3
ARKF ARK Fintech Innovation ETF 3.4 75 -35 0.2 -6.4
HKND Humankind US Stock ETF 3.3 11 29 7.1 +0.5
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.3 75 -35 2.8 -3.8
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.8 +1.2
QGRO American Century U.S. Quality Growth ETF 3.3 29 11 3.8 -2.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.3 60 -20 4.3 -2.3
BOUT Innovator IBD Breakout Opportunities ETF 3.3 81 -41 5.2 -1.4
AVSU Avantis Responsible U.S. Equity ETF 3.3 15 25 5.8 -0.8
IGM iShares Expanded Tech Sector ETF 3.3 41 -1 3.6 -3.0
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 10 5.7 -0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.2 20 20 5.3 -1.3
SCHV Schwab U.S. Large-Cap Value ETF 3.2 4 36 6.7 +0.1
DFVX Dimensional US Large Cap Vector ETF 3.2 22 18 6.3 -0.4
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 25 8.2 +1.6
VONV Vanguard Russell 1000 Value ETF 3.2 7 33 6.5 -0.1
IWD iShares Russell 1000 Value ETF 3.2 19 21 6.4 -0.2
VTV Vanguard Value ETF 3.2 4 36 6.8 +0.2
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.6 +1.0
FELC Fidelity Enhanced Large Cap Core ETF 3.2 18 22 5.3 -1.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.2 55 -15 4.5 -2.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.2 56 -16 2.9 -3.7
FDMO Fidelity Momentum Factor ETF 3.2 15 25 3.6 -3.0
QLC FlexShares US Quality Large Cap Index Fund 3.2 25 15 5.2 -1.4
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.8 +0.2
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 -35 4.1 -2.6
ARKX ARK Space Exploration & Innovation ETF 3.1 75 -35 0.2 -6.4
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.6 -2.0
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 25 6.8 +0.2
VOOV Vanguard S&P 500 Value ETF 3.1 7 33 6.2 -0.4
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 10.3 +3.7
IVE iShares S&P 500 Value ETF 3.1 18 22 6.1 -0.5
SSPY Syntax Stratified LargeCap ETF 3.1 30 10 6.7 +0.1
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 36 6.2 -0.4
ILCV iShares Morningstar Value ETF 3.1 4 36 6.3 -0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.1 65 -25 6.4 -0.3
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 6.7 +0.1
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -28 3.6 -3.0
VFMF Vanguard U.S. Multifactor ETF 3.0 18 22 7.6 +1.0
GQQQ Astoria US Quality Growth Kings ETF 3.0 35 5 4.6 -2.0
DVY iShares Select Dividend ETF 3.0 38 2 9.1 +2.5
IUSV iShares Core S&P US Value ETF 3.0 4 36 6.4 -0.2
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 30 4.7 -1.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.9 25 15 4.9 -1.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.9 20 20 4.7 -1.9
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 5.1 -1.5
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 2.9 12 28 6.1 -0.5
XNTK State Street SPDR NYSE Technology ETF 2.9 35 5 3.5 -3.1
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.8 -0.9
SDY State Street SPDR S&P Dividend ETF 2.9 35 5 6.9 +0.3
NULC Nuveen ESG Large-Cap ETF 2.9 21 19 5.2 -1.4
OPTZ Optimize Strategy Index ETF 2.9 50 -10 4.8 -1.9
IQM Franklin Intelligent Machines ETF 2.9 50 -10 2.0 -4.6
AGRW Allspring LT Large Growth ETF 2.9 35 5 3.7 -2.9
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 -9 4.7 -1.9
AVUS Avantis U.S. Equity ETF 2.9 15 25 5.7 -0.9
VGT Vanguard Information Technology ETF 2.8 9 31 4.0 -2.6
FTA First Trust Large Cap Value AlphaDEX Fund 2.8 59 -19 8.8 +2.2
ALTL Pacer Lunt Large Cap Alternator ETF 2.8 60 -20 4.9 -1.7
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.8 49 -9 6.1 -0.5
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 30 5.2 -1.4
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 22 6.4 -0.2
BNGE First Trust S-Network Streaming and Gaming ETF 2.8 70 -30 2.7 -3.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.8 70 -30 2.1 -4.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.9 -1.7
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -35 3.0 -3.6
USSE Segall Bryant & Hamill Select Equity ETF 2.8 65 -25 4.1 -2.5
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.8 65 -25 5.0 -1.6
BGDV Bahl & Gaynor Dividend ETF 2.8 45 -5 4.7 -1.9
DEW WisdomTree Global High Dividend Fund 2.8 58 -18 8.1 +1.5
JAVA JPMorgan Active Value ETF 2.7 44 -4 6.3 -0.3
LOUP Innovator Deepwater Frontier Tech ETF 2.7 70 -30 1.0 -5.6
XMAG Defiance Large Cap ex-Mag 7 ETF 2.7 35 5 5.1 -1.5
DGRO iShares Core Dividend Growth ETF 2.7 8 32 6.6 -0.0
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 4.2 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 4.9 -1.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.1 -1.5
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 22 5.1 -1.5
WLDR Affinity World Leaders Equity ETF 2.6 67 -27 7.5 +0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 3 6.3 -0.4
QDIV Global X S&P 500 Quality Dividend ETF 2.6 20 20 9.0 +2.4
ONEQ Fidelity Nasdaq Composite Index ETF 2.6 21 19 3.8 -2.8
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 7.2 +0.6
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 3.4 -3.2
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.6 65 -25 7.8 +1.2
OEI Optimized Equity Income ETF 2.6 75 -35 3.9 -2.7
IXN iShares Global Tech ETF 2.6 41 -1 3.6 -3.0
AFLG First Trust Active Factor Large Cap ETF 2.5 55 -15 6.3 -0.3
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 9.8 +3.2
ULVM VictoryShares US Value Momentum ETF 2.5 20 20 7.3 +0.7
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.3 -1.3
GXPT Global X PureCap MSCI Information Technology ETF 2.5 25 15 4.3 -2.3
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.5 50 -10 4.1 -2.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 4.9 -1.7
YALL God Bless America ETF 2.5 65 -25 4.6 -2.0
FVD First Trust Value Line Dividend Index Fund 2.5 65 -25 6.3 -0.4
KRMA Global X Conscious Companies ETF 2.5 43 -3 6.0 -0.6
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.4 49 -9 9.0 +2.4
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.7 -1.9
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 4.7 -1.9
AIS VistaShares Artificial Intelligence Supercycle ETF 2.4 75 -35 2.7 -3.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 16 8.2 +1.6
SMRI Bushido Capital US Equity ETF 2.4 71 -31 9.9 +3.3
COWS Amplify Cash Flow Dividend Leaders ETF 2.4 0 40 12.0 +5.4
SRVR Pacer Data & Infrastructure Real Estate ETF 2.4 55 -15 4.8 -1.8
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 7.4 +0.8
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.8 -1.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.4 68 -28 6.7 +0.1
FDWM Fidelity Women's Leadership ETF 2.4 59 -19 4.9 -1.7
PSET Principal Quality ETF 2.4 15 25 5.5 -1.1
LRGC AB US Large Cap Strategic Equities ETF 2.4 48 -8 4.5 -2.1
ICAP InfraCap Equity Income Fund ETF 2.4 171 -131 4.3 -2.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -35 3.0 -3.6
HLGE Hartford Longevity Economy ETF 2.4 44 -4 6.4 -0.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 32 4.9 -1.7
FLDZ RiverNorth Patriot ETF 2.4 75 -35 6.3 -0.3
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 7.7 +1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.9 -1.7
SNSR Global X Internet of Things ETF 2.4 68 -28 4.8 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.9 -0.7
JHML John Hancock Multifactor Large Cap ETF 2.4 29 11 5.3 -1.3
FITE State Street SPDR S&P Kensho Future Security ETF 2.4 45 -5 1.6 -5.0
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 33 11.0 +4.4
TMFX Motley Fool Next Index ETF 2.4 50 -10 3.0 -3.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.6 -2.0
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 5.1 -1.6
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -25 5.4 -1.2
VOTE TCW Transform 500 ETF 2.3 5 35 4.9 -1.7
FPX First Trust US Equity Opportunities ETF 2.3 61 -21 0.9 -5.7
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 4.7 -1.9
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 4.9 -1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 31 5.3 -1.3
LRGF iShares U.S. Equity Factor ETF 2.3 8 32 5.5 -1.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.9 -1.7
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 23 6.9 +0.3
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 6.1 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 26 4.9 -1.8
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 6.0 -0.6
TOPC iShares S&P 500 3% Capped ETF 2.2 15 25 5.1 -1.6
CHAT Roundhill Generative AI & Technology ETF 2.2 75 -35 8.0 +1.4
MAVF Matrix Advisors Value ETF 2.2 75 -35 5.6 -1.0
FQAL Fidelity Quality Factor ETF 2.2 15 25 5.8 -0.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 5.1 -1.5
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.8 -1.8
VSLU Applied Finance Valuation Large Cap ETF 2.2 49 -9 5.9 -0.7
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 4.8 -1.8
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.8 -0.8
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 5.4 -1.3
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 6.3 -0.3
AESR Anfield U.S. Equity Sector Rotation ETF 2.2 108 -68 4.7 -1.9
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 5.0 -1.6
STXM Strive Mid-Cap ETF 2.1 18 22 6.3 -0.3
VIG Vanguard Dividend Appreciation ETF 2.1 5 35 5.6 -1.0
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.0 -1.6
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -50 3.8 -2.8
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.5 -2.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -12 6.2 -0.4
GQI Natixis Gateway Quality Income ETF 2.1 34 6 5.1 -1.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.1 49 -9 4.1 -2.5
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.6 -2.0
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.1 45 -5 5.5 -1.1
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 31 4.8 -1.8
COLO Global X MSCI Colombia ETF 2.1 62 -22 19.6 +13.0
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 2.0 -4.6
IWL iShares Russell Top 200 ETF 2.1 15 25 4.5 -2.1
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -10 4.6 -2.0
AKAF The Frontier Economic Fund 2.1 20 20 6.3 -0.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 6.1 -0.5
QUVU Hartford Quality Value ETF 2.0 46 -6 7.3 +0.7
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 5.8 -0.8
OEF iShares S&P 100 ETF 2.0 20 20 4.4 -2.2
TIME Clockwise Core Equity & Innovation ETF 2.0 95 -55 4.0 -2.6
XVV iShares ESG Screened S&P 500 ETF 2.0 8 32 4.8 -1.8
ISCG iShares Morningstar Small-Cap Growth ETF 2.0 6 34 2.9 -3.7
WISE Themes Generative Artificial Intelligence ETF 2.0 35 5 -0.4 -7.0
SPXM Azoria 500 Meritocracy ETF 2.0 47 -7 4.6 -2.0
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 2.2 -4.4
EBI Longview Advantage ETF 2.0 35 5 6.7 +0.1
BDIV AAM Brentview Dividend Growth ETF 2.0 49 -9 4.3 -2.3
DAK Dakota Active Equity ETF 1.9 43 -3 4.5 -2.1
PBUS Invesco MSCI USA ETF 1.9 4 36 4.9 -1.7
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -25 1.9 -4.7
MGC Vanguard Mega Cap ETF 1.9 7 33 4.6 -2.0
ETHO Etho Climate Leadership U.S. ETF 1.9 47 -7 5.2 -1.4
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 -9 9.7 +3.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 15 12.0 +5.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 1.9 39 1 1.6 -5.0
ARKQ ARK Autonomous Technology & Robotics ETF 1.9 75 -35 1.1 -5.5
BGRO iShares Large Cap Growth Active ETF 1.9 55 -15 2.6 -4.0
IMOM Alpha Architect International Quantitative Momentum ETF 1.9 49 -9 4.5 -2.1
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.6 -2.0
DCOR Dimensional US Core Equity 1 ETF 1.9 14 26 5.3 -1.3
VBK Vanguard Small-Cap Growth ETF 1.9 7 33 1.7 -4.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 1.9 49 -9 6.6 -0.0
RVRB Reverb ETF 1.9 30 10 4.5 -2.1
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 1.9 45 -5 1.6 -5.0
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 20 4.6 -2.0
PTL Inspire 500 ETF 1.9 9 31 5.4 -1.2
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 5.5 -1.1
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 11 4.6 -2.0
HAPY Harbor Human Capital Factor Unconstrained ETF 1.9 50 -10 5.9 -0.7
GXLC Global X U.S. 500 ETF 1.9 2 38 4.8 -1.8
FVAL Fidelity Value Factor ETF 1.9 15 25 6.7 +0.1
LRND IQ U.S. Large Cap R&D Leaders ETF 1.8 14 26 4.9 -1.7
LCLG Logan Capital Broad Innovative Growth ETF 1.8 99 -59 3.7 -2.9
CHRI Global X S&P 500 Christian Values ETF 1.8 29 11 4.6 -2.0
AIVC Amplify Bloomberg AI Value Chain ETF 1.8 59 -19 5.8 -0.8
FEGE First Eagle Global Equity ETF 1.8 79 -39 6.4 -0.2
DGT State Street SPDR Global Dow ETF 1.8 50 -10 6.6 -0.0
VOO Vanguard S&P 500 ETF 1.8 3 37 4.9 -1.7
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 3.4 -3.2
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 4.2 -2.4
IVV iShares Core S&P 500 ETF 1.8 3 37 4.9 -1.7
VONE Vanguard Russell 1000 ETF 1.8 7 33 4.9 -1.7
SFGV Sequoia Global Value ETF 1.8 23 17 8.2 +1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 38 4.9 -1.7
SPY SPDR S&P 500 ETF 1.8 9 31 4.8 -1.8
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -5 5.2 -1.4
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.1 -1.5
RAUS RACWI US ETF 1.8 15 25 4.9 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 22 4.6 -2.0
IWB iShares Russell 1000 ETF 1.8 15 25 4.8 -1.8
IYY iShares Dow Jones U.S. ETF 1.8 20 20 4.7 -1.9
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 37 4.8 -1.8
DFUS Dimensional U.S. Equity ETF 1.8 9 31 4.8 -1.8
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.8 -1.8
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 31 6.1 -0.5
VV Vanguard Large-Cap ETF 1.7 4 36 4.8 -1.8
STRV Strive 500 ETF 1.7 5 35 4.8 -1.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.7 3 37 5.1 -1.5
DFAU Dimensional US Core Equity Market ETF 1.7 12 28 5.0 -1.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.7 28 12 5.6 -1.0
VTHR Vanguard Russell 3000 ETF 1.7 7 33 4.8 -1.8
IWV iShares Russell 3000 ETF 1.7 20 20 4.7 -1.9
FFOX FundX Future Fund Opportunities ETF 1.7 100 -60 3.4 -3.2
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 4.8 -1.8
WCEO Hypatia Women CEO ETF 1.7 85 -45 3.2 -3.4
TXS Texas Capital Texas Equity Index ETF 1.7 49 -9 6.1 -0.5
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 4.9 -1.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 20 5.4 -1.2
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -20 9.9 +3.3
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 23 5.4 -1.2
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -25 4.1 -2.5
TMFC Motley Fool 100 Index ETF 1.7 50 -10 3.5 -3.1
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -25 2.1 -4.5
VTI Vanguard Total Stock Market ETF 1.7 3 37 4.8 -1.8
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 28 4.0 -2.6
REAI Intelligent Real Estate ETF 1.6 59 -19 19.9 +13.3
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.6 35 5 7.2 +0.6
VOT Vanguard Mid-Cap Growth ETF 1.6 7 33 3.5 -3.1
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -24 1.2 -5.5
FDVV Fidelity High Dividend ETF 1.6 15 25 7.7 +1.1
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -19 2.0 -4.6
EUSA iShares MSCI USA Equal Weighted ETF 1.6 9 31 6.3 -0.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 20 6.0 -0.6
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 10.1 +3.5
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 4.9 -1.7
TTAC FCF US Quality ETF 1.6 59 -19 6.3 -0.4
SFTY Horizon Managed Risk ETF 1.6 77 -37 4.2 -2.5
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 6.7 +0.1
SYLD Cambria Shareholder Yield ETF 1.6 59 -19 12.5 +5.9
ABOT Abacus FCF Innovation Leaders ETF 1.6 69 -29 5.3 -1.3
STOX Horizon Core Equity ETF 1.6 70 -30 4.2 -2.4
XJH iShares ESG Screened S&P Mid-Cap ETF 1.6 12 28 7.1 +0.4
SCHK Schwab 1000 Index ETF 1.6 5 35 4.9 -1.7
SIZE iShares MSCI USA Size Factor ETF 1.6 15 25 6.2 -0.4
IJJ iShares S&P Mid-Cap 400 Value ETF 1.6 18 22 8.6 +2.0
JEDI Defiance Drone and Modern Warfare ETF 1.6 69 -29 1.5 -5.1
FMKT The Free Markets ETF 1.5 76 -36 4.2 -2.4
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -40 6.4 -0.2
QUAL iShares MSCI USA Quality Factor ETF 1.5 15 25 5.2 -1.4
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 6.7 +0.1
SUSA iShares MSCI USA ESG Select ETF 1.5 25 15 4.6 -2.0
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 4.9 -1.7
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 24 5.4 -1.2
GLOF iShares Global Equity Factor ETF 1.5 20 20 6.7 +0.1
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.6 +2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.5 10 30 8.8 +2.2
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 5.6 -1.0
RND First Trust Bloomberg R&D Leaders ETF 1.5 60 -20 3.1 -3.5
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.6 -4.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.5 30 10 4.7 -1.9
FCPI Fidelity Stocks for Inflation ETF 1.4 15 25 8.0 +1.4
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.6 -3.0
JEPI JPMorgan Equity Premium Income ETF 1.4 35 5 5.7 -0.9
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 33 5.7 -0.9
SFY SoFi Select 500 ETF 1.4 0 40 4.5 -2.1
TOK iShares MSCI Kokusai ETF 1.4 26 14 4.9 -1.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.4 67 -27 9.8 +3.2
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 4.9 -1.7
TRFM AAM Transformers ETF 1.4 49 -9 1.2 -5.4
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 28 4.9 -1.7
MDY SPDR S&P Midcap 400 ETF Trust 1.4 24 16 6.9 +0.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.4 58 -18 4.4 -2.2
IJH iShares Core S&P Mid-Cap ETF 1.4 5 35 7.1 +0.5
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.6 -4.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -5 4.5 -2.1
NANC Unusual Whales Subversive Democratic Trading ETF 1.3 75 -35 3.5 -3.1
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 25 7.9 +1.3
URTH iShares MSCI World ETF 1.3 24 16 5.0 -1.7
XT iShares Exponential Technologies ETF 1.3 46 -6 4.9 -1.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.3 18 22 4.8 -1.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 36 5.8 -0.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 33 7.2 +0.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.3 3 37 7.2 +0.5
DXUV Dimensional US Vector Equity ETF 1.3 28 12 6.0 -0.6
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 22 5.3 -1.4
FNX First Trust Mid Cap Core AlphaDEX Fund 1.3 60 -20 6.8 +0.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.0 -1.6
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.8 +0.2
XOEF iShares S&P 500 ex S&P 100 ETF 1.3 20 20 5.6 -1.0
ISCB iShares Morningstar Small-Cap ETF 1.3 4 36 5.7 -0.9
CGGR Capital Group Growth ETF 1.3 39 1 3.4 -3.2
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 8.9 +2.3
DUHP Dimensional US High Profitability ETF 1.3 21 19 6.3 -0.3
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 25 6.0 -0.7
BFOR ALPS Barron's 400 ETF 1.2 65 -25 5.8 -0.8
GPT Intelligent Alpha Atlas ETF 1.2 69 -29 5.8 -0.8
XITK State Street SPDR FactSet Innovative Technology ETF 1.2 45 -5 0.9 -5.7
FDTX Fidelity Disruptive Technology ETF 1.2 50 -10 2.7 -4.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.2 17 23 5.7 -0.9
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 5.6 -1.0
GURU Global X Guru Index ETF 1.2 75 -35 2.7 -3.9
HGRO Hedgeye Quality Growth ETF 1.2 70 -30 3.6 -3.0
ACWI iShares MSCI ACWI ETF 1.2 32 8 5.4 -1.2
SFYX SoFi Next 500 ETF 1.2 0 40 5.8 -0.8
ADME Aptus Drawdown Managed Equity ETF 1.2 79 -39 3.9 -2.7
SMMD iShares Russell 2500 ETF 1.2 15 25 6.6 +0.0
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.2 10 30 5.9 -0.7
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 5.9 -0.7
JOET Virtus Terranova US Quality Momentum ETF 1.2 29 11 4.9 -1.7
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 25 5.7 -0.9
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.6 +1.0
GVLU Gotham 1000 Value ETF 1.1 50 -10 9.4 +2.8
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 22 3.8 -2.8
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -10 4.3 -2.3
VB Vanguard Small-Cap ETF 1.1 5 35 6.0 -0.6
BEEX BeeHive ETF 1.1 84 -44 4.3 -2.3
VT Vanguard Total World Stock ETF 1.1 6 34 5.7 -0.9
QGRW WisdomTree U.S. Quality Growth Fund 1.1 28 12 4.3 -2.3
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 4.6 -2.0
LEAD Siren DIVCON Leaders Dividend ETF 1.1 43 -3 4.4 -2.2
SFYF SoFi Social 50 ETF 1.1 29 11 1.0 -5.6
JSTC Adasina Social Justice All Cap Global ETF 1.0 89 -49 4.8 -1.8
VXF Vanguard Extended Market ETF 1.0 5 35 4.4 -2.2
TAX Cambria Tax Aware ETF 1.0 49 -9 6.0 -0.6
JGRO JPMorgan Active Growth ETF 1.0 44 -4 3.6 -3.0
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 31 5.5 -1.1
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 6.3 -0.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 30 4.2 -2.4
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.9 -1.7
YNOT Horizon Digital Frontier ETF 1.0 75 -35 3.2 -3.4
LOWV AB US Low Volatility Equity ETF 1.0 48 -8 5.4 -1.2
LCF Touchstone US Large Cap Focused ETF 1.0 69 -29 4.2 -2.4
PEXL Pacer US Export Leaders ETF 1.0 60 -20 4.5 -2.1
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 4.4 -2.2
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 4.9 -1.7
RFFC ALPS Active Equity Opportunity ETF 0.9 48 -8 4.5 -2.1
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 20 3.0 -3.6
JGRW Jensen Quality Growth ETF 0.9 57 -17 4.7 -1.9
WRND IQ Global Equity R&D Leaders ETF 0.9 18 22 7.6 +1.0
PY Principal Value ETF 0.9 15 25 7.2 +0.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 2 9.8 +3.2
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 8.5 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 28 4.7 -1.9
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -20 5.8 -0.8
IWS iShares Russell Mid-Cap Value ETF 0.9 23 17 7.1 +0.5
STXG Strive 1000 Growth ETF 0.9 18 22 3.8 -2.8
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -15 4.1 -2.5
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 25 3.1 -3.5
IOO iShares Global 100 ETF 0.8 41 -1 4.6 -2.0
PRXG Praxis Impact Large Cap Growth ETF 0.8 36 4 3.7 -2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.2 +0.6
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 6.8 +0.2
BLES Inspire Global Hope ETF 0.8 61 -21 6.8 +0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.8 -1.8
TMAT Main Thematic Innovation ETF 0.8 164 -124 -1.5 -8.1
VUG Vanguard Growth ETF 0.8 4 36 4.2 -2.4
JHMM John Hancock Multifactor Mid Cap ETF 0.8 42 -2 6.2 -0.4
IWR iShares Russell Midcap ETF 0.8 19 21 6.2 -0.4
AVUQ Avantis U.S. Quality ETF 0.8 15 25 4.4 -2.2
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.9 -1.7
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 36 4.2 -2.5
VO Vanguard Mid-Cap ETF 0.8 4 36 6.0 -0.6
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.1 -1.5
VAMO Cambria Value & Momentum ETF 0.8 61 -21 6.1 -0.5
VOOG Vanguard S&P 500 Growth ETF 0.8 7 33 4.2 -2.4
GINX SGI Enhanced Global Income ETF 0.8 98 -58 7.8 +1.2
IVW iShares S&P 500 Growth ETF 0.8 18 22 3.9 -2.7
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.8 4 36 4.1 -2.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.6 -0.0
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 5.9 -0.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 25 5.9 -0.7
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -16 10.7 +4.1
XLSR State Street US Sector Rotation ETF 0.7 70 -30 5.0 -1.6
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 5.1 -1.5
NIXT Research Affiliates Deletions ETF 0.7 9 31 8.0 +1.4
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 5.3 -1.3
CVAR Cultivar ETF 0.7 87 -47 7.4 +0.7
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 17 3.3 -3.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.4 +0.8
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 5.7 -0.9
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 9.5 +2.9
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 6.2 -0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -55 -0.4 -7.0
MAGA Point Bridge America First ETF 0.6 72 -32 6.2 -0.4
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 22 6.8 +0.2
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.3 -2.3
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 15 7.7 +1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.0 -0.6
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.6 45 -5 1.6 -5.0
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.8 -2.8
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.5 -2.1
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.2 -2.5
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.5 10 30 4.1 -2.5
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 34 8.3 +1.7
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.4 +2.8
GEW Cambria Global EW ETF 0.5 29 11 5.9 -0.7
VBR Vanguard Small Cap Value ETF 0.5 7 33 8.9 +2.3
EZM WisdomTree U.S. MidCap Fund 0.5 38 2 8.5 +1.9
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.3 -2.3
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.5 -2.1
TRUT VanEck Technology TruSector ETF 0.5 13 27 5.0 -1.6
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 6.0 -0.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -4.5 -11.1
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 12 9.9 +3.3
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 36 5.7 -0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.2 -1.4
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.5 -0.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -20 9.3 +2.7
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.9 -3.7
JADE JPMorgan Active Developing Markets Equity ETF 0.4 65 -25 7.9 +1.3
ALRG Allspring LT Large Core ETF 0.4 28 12 4.5 -2.1
RGEF Rockefeller Global Equity ETF 0.4 55 -15 4.6 -2.0
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -25 8.2 +1.6
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -19 10.3 +3.7
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 36 3.8 -2.8
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 -2 7.2 +0.6
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 5.0 -1.6
AOTG AOT Growth and Innovation ETF 0.3 75 -35 2.0 -4.6
SMOT VanEck Morningstar SMID Moat ETF 0.3 49 -9 6.7 +0.1
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.3 -2.3
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 34 8.1 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.7 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.7 -0.9
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.7 -2.9
DFAS Dimensional U.S. Small Cap ETF 0.3 26 14 6.5 -0.1
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 5.5 -1.1
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.3 -0.3
JIVE JPMorgan International Value ETF 0.3 55 -15 10.7 +4.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.0 +2.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.2 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 7.6 +1.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 20 10.2 +3.6
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -85 6.8 +0.2
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 36 6.3 -0.4
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 20 8.7 +2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 3.0 -3.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.5 +0.9
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.2 -1.4
VOE Vanguard Mid-Cap Value ETF 0.2 7 33 7.8 +1.2
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.0 +0.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 0 6.8 +0.2
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.2 +3.6
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 0 4.7 -2.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 8.5 +1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 20 5.3 -1.3
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 20 8.2 +1.6
FESM Fidelity Enhanced Small Cap ETF 0.1 28 12 3.2 -3.4
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 34 4.2 -2.4
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 28 7.4 +0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.0 -0.6
STXK Strive Small-Cap ETF 0.1 18 22 5.9 -0.7
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.9 +1.3
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.2 -4.4
IEUR iShares Core MSCI Europe ETF 0.0 11 29 7.0 +0.4
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 6.7 +0.1
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 6.7 +0.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 1 7.5 +0.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.3 +1.7
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 7.5 +0.9
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 6.7 +0.1

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

Content on this tab for subscribers only**

RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

Content on this tab for subscribers only

VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 iShares U.S. Telecommunications ETF
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

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 16.3 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.6 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.62 CATEGORY
AVERAGE		 1.58
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

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

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

 

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