iShares U.S. Telecommunications ETF
ALTAR
Score™		 5.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 17.8x 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) $1,050
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 26.7 %
VERIZON COMMUNICATIONS INC 10.8 %
AT&T INC 9.0 %
IRIDIUM COMMUNICATIONS INC. 5.7 %
CIENA CORP 4.8 %
LUMENTUM HOLDINGS INC 4.7 %
ARISTA NETWORKS, INC. 4.5 %
ROKU, INC. CLASS A 3.7 %
MILLICOM INTL CELLULAR S.A. 3.5 %
AST SPACEMOBILE, INC. CLASS A 3.3 %
Total 76.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 83.6 %
LUXEMBOURG 3.5 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru May 31)
Year-to-date 1 year 5 years 10 years Since Incep.
32.1% 62.5% 8.5% 6.1% 1.7%

Market Correlations
versus... Beta R-squared
S&P500 0.85 33%
MSCI EAFE 0.55 23%
MSCI Emg. Mkts. 0.40 20%

Technical Indicators
Recent close $43.21
30d moving avg. $42.99
Annualized volatility 15.3%
Short interest (ETF) 4.4%
Short interest (Underlying) 3.2%
Relative strength (RSI) 52

Liquidity measures
Avg. volume (thou.) 1,296
Turnover 5.3%
Bid/Ask (% of price) 0.02%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 691 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™: 5.7%


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
(%)
KNCT Invesco Next Gen Connectivity ETF 18.1 40 0 2.8 -2.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 17.1 5 35 7.2 +1.5
FCOM Fidelity MSCI Communication Services Index ETF 16.8 8 32 4.5 -1.1
FDN First Trust Dow Jones Internet Index Fund 16.7 52 -12 2.7 -2.9
FDND FT Vest Dow Jones Internet & Target Income ETF 16.7 75 -35 2.7 -3.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 16.3 40 0 5.7 +0.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 16.1 41 -1 4.1 -1.6
VOX Vanguard Communication Services ETF 16.0 9 31 4.5 -1.2
XLC Communication Services Select Sector SPDR 15.2 8 32 5.5 -0.2
SIXG Defiance Connective Technologies ETF 15.0 30 10 2.5 -3.2
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 6.5 +0.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 13.3 29 11 7.1 +1.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.8 15 25 6.3 +0.6
IXP iShares Global Comm Services ETF 12.6 42 -2 5.7 +0.0
XPND First Trust Expanded Technology ETF 12.5 65 -25 2.7 -2.9
PWV Invesco Large Cap Value ETF 12.0 55 -15 6.1 +0.4
FDCF Fidelity Disruptive Communications ETF 11.8 50 -10 1.9 -3.8
VLUE iShares MSCI USA Value Factor ETF 11.7 15 25 6.0 +0.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.5 50 -10 4.6 -1.0
CIBR First Trust NASDAQ Cybersecurity ETF 10.4 60 -20 3.6 -2.1
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 5.9 +0.2
DIVB iShares Core Dividend ETF 9.9 5 35 6.9 +1.2
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.5 48 -8 5.6 -0.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 9.5 80 -40 5.5 -0.2
MDLV Morgan Dempsey Large Cap Value ETF 9.2 58 -18 5.7 +0.1
AGIX KraneShares Artificial Intelligence and Technology ETF 9.2 99 -59 1.0 -4.7
FDL First Trust Morningstar Dividend Leaders Index Fund 9.2 45 -5 8.9 +3.2
UFO Procure Space ETF 8.9 75 -35 -0.1 -5.8
XDAT Franklin Exponential Data ETF 8.7 50 -10 1.2 -4.5
AUSF Global X Adaptive U.S. Factor ETF 8.6 27 13 8.1 +2.4
GXPC Global X PureCap MSCI Communication Services ETF 8.5 25 15 4.0 -1.7
EQRR ProShares Equities for Rising Rates ETF 8.5 35 5 5.5 -0.2
DHS WisdomTree U.S. High Dividend Fund 8.4 38 2 8.0 +2.4
VALQ American Century U.S. Quality Value ETF 8.4 29 11 7.0 +1.4
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.4 47 -7 4.9 -0.7
USMF WisdomTree U.S. Multifactor Fund 8.3 28 12 6.4 +0.7
DURA VanEck Durable High Dividend ETF 8.2 29 11 6.3 +0.7
LVDS JPMorgan Fundamental Data Science Large Value ETF 8.2 49 -9 4.8 -0.8
VEGN US Vegan Climate ETF 7.9 60 -20 3.2 -2.5
WOMN Impact Shares YWCA Women's Empowerment ETF 7.9 75 -35 4.8 -0.8
CHPX Global X AI Semiconductor & Quantum ETF 7.8 50 -10 1.5 -4.2
EDOW First Trust Dow 30 Equal Weight ETF 7.8 50 -10 4.6 -1.0
ITAN Sparkline Intangible Value ETF 7.8 50 -10 5.8 +0.1
RAFE PIMCO RAFI ESG U.S. ETF 7.7 29 11 6.1 +0.4
USSE Segall Bryant & Hamill Select Equity ETF 7.6 65 -25 2.9 -2.8
CZAR Themes Natural Monopoly ETF 7.5 35 5 5.4 -0.2
EQAL Invesco Russell 1000 Equal Weight ETF 7.4 20 20 6.0 +0.4
TRFK Pacer Data and Digital Revolution ETF 7.3 60 -20 1.7 -4.0
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 6.6 +1.0
DIVY Sound Equity Dividend Income ETF 7.2 45 -5 7.9 +2.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 7.1 70 -30 4.7 -0.9
ACVF American Conservative Values ETF 7.1 75 -35 3.7 -2.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.1 18 22 5.1 -0.6
WBIY WBI Power Factor High Dividend ETF 7.1 100 -60 12.0 +6.4
SPRX Spear Alpha ETF 7.1 75 -35 -0.8 -6.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 7.1 19 21 4.8 -0.9
DVND Touchstone Dividend Select ETF 7.0 67 -27 5.2 -0.5
USMV iShares MSCI USA Min Vol Factor ETF 7.0 15 25 5.3 -0.4
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.8 60 -20 4.2 -1.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.8 60 -20 2.7 -3.0
BRIF FIS Bright Portfolios Focused Equity ETF 6.8 65 -25 3.3 -2.3
DIVN Horizon Dividend Income ETF 6.8 70 -30 6.5 +0.8
SNPV Xtrackers S&P 500 Value ESG ETF 6.8 15 25 5.3 -0.4
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 8.2 +2.5
ROE Astoria US Quality Kings ETF 6.4 49 -9 5.2 -0.5
COWZ Pacer US Cash Cows 100 ETF 6.4 49 -9 7.8 +2.1
RJDI RJ Eagle Dividend Select Income ETF 6.4 55 -15 4.5 -1.2
FDLO Fidelity Low Volatility Factor ETF 6.4 15 25 4.9 -0.8
NXTG First Trust Indxx NextG ETF 6.4 70 -30 3.4 -2.3
UDI USCF Dividend Income Fund 6.3 65 -25 6.6 +0.9
XNTK State Street SPDR NYSE Technology ETF 6.3 35 5 2.3 -3.4
SDOG ALPS Sector Dividend Dogs ETF 6.3 36 4 8.1 +2.5
SKYY First Trust Cloud Computing ETF 6.3 60 -20 2.8 -2.8
CRTC Xtrackers US National Critical Technologies ETF 6.2 35 5 4.2 -1.5
OALC OneAscent Large Cap Core ETF 6.2 86 -46 3.4 -2.3
DIV Global X SuperDividend US ETF 6.1 45 -5 9.7 +4.0
BIBL Inspire 100 ETF 6.1 35 5 4.1 -1.6
QDIV Global X S&P 500 Quality Dividend ETF 6.0 20 20 7.8 +2.2
HAPI Harbor Human Capital Factor US Large Cap ETF 6.0 36 4 4.1 -1.6
FMTM MarketDesk Focused U.S. Momentum ETF 6.0 45 -5 4.5 -1.1
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 6.0 27 13 6.4 +0.8
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.9 15 25 4.2 -1.5
TCAI Tortoise AI Infrastructure ETF 5.8 65 -25 1.1 -4.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 5.8 15 25 7.7 +2.0
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -0.9 -6.6
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 4.1 -1.6
ARKX ARK Space Exploration & Innovation ETF 5.7 75 -35 -0.0 -5.7
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 5.7 45 -5 0.7 -5.0
SCHD Schwab US Dividend Equity ETF 5.7 6 34 8.1 +2.4
QVAL Alpha Architect US Quantitative Value ETF 5.6 39 1 9.3 +3.6
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.5 50 -10 8.0 +2.3
USRD Themes US R&D Champions ETF 5.5 29 11 3.8 -1.8
WLDR Affinity World Leaders Equity ETF 5.5 67 -27 5.6 -0.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 8.7 +3.0
NUDV Nuveen ESG Dividend ETF 5.4 26 14 6.0 +0.4
SPDV AAM S&P 500 High Dividend Value ETF 5.4 29 11 10.7 +5.0
LYLD Cambria Large Cap Shareholder Yield ETF 5.4 59 -19 8.3 +2.6
WTV WisdomTree US Value ETF 5.4 12 28 7.7 +2.0
DFLV Dimensional US Large Cap Value ETF 5.3 22 18 6.0 +0.3
AIVL WisdomTree U.S. AI Enhanced Value Fund 5.3 38 2 5.1 -0.6
ROUS Hartford Multifactor US Equity ETF 5.2 19 21 5.3 -0.4
DGRW WisdomTree US Quality Dividend Growth Fund 5.2 28 12 5.0 -0.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.2 20 20 5.7 +0.0
PY Principal Value ETF 5.2 15 25 7.0 +1.4
TBG TBG Dividend Focus ETF 5.2 59 -19 6.1 +0.5
ACSI American Customer Satisfaction ETF 5.2 65 -25 4.5 -1.2
VFMV Vanguard U.S. Minimum Volatility ETF 5.1 13 27 5.7 +0.0
XLK Technology Select Sector SPDR 5.1 8 32 3.1 -2.6
GOP Unusual Whales Subversive Republican Trading ETF 5.1 50 -10 4.2 -1.5
NULG Nuveen ESG Large-Cap Growth ETF 5.1 26 14 2.8 -2.9
GCOW Pacer Global Cash Cows Dividend ETF 5.1 60 -20 9.3 +3.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.1 35 5 5.7 -0.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.1 45 -5 4.8 -0.9
JPUS JPMorgan Diversified Return U.S. Equity ETF 5.0 18 22 6.8 +1.1
INCE Franklin Income Equity Focus ETF 5.0 29 11 5.3 -0.4
SHE State Street SPDR MSCI USA Gender Diversity ETF 5.0 20 20 4.2 -1.4
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.0 30 10 3.8 -1.9
IETC iShares U.S. Tech Independence Focused ETF 5.0 18 22 3.0 -2.7
JHDV John Hancock U.S. High Dividend ETF 4.9 34 6 5.8 +0.1
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.9 79 -39 4.0 -1.7
JEDI Defiance Drone and Modern Warfare ETF 4.9 69 -29 0.8 -4.8
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.9 15 25 5.0 -0.6
DARP Grizzle Growth ETF 4.9 75 -35 1.7 -4.0
CHGX AXS Change Finance ESG ETF 4.8 49 -9 4.2 -1.5
NUMG Nuveen ESG Mid-Cap Growth ETF 4.8 31 9 1.8 -3.9
SGRT SMART Earnings Growth 30 ETF 4.8 59 -19 2.2 -3.5
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.8 60 -20 4.3 -1.3
SHRY First Trust Bloomberg Shareholder Yield ETF 4.8 60 -20 8.7 +3.0
USXF iShares ESG Advanced MSCI USA ETF 4.8 10 30 3.7 -1.9
RW Rainwater Equity ETF 4.7 125 -85 3.0 -2.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 4.7 52 -12 5.1 -0.6
FTCS First Trust Capital Strength ETF 4.7 55 -15 5.6 -0.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.3 -0.4
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 5.4 -0.3
DFUV Dimensional US Marketwide Value ETF 4.7 22 18 6.0 +0.3
DLN WisdomTree U.S. LargeCap Dividend Fund 4.6 28 12 5.4 -0.3
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 5.5 -0.2
NULV Nuveen ESG Large-Cap Value ETF 4.6 26 14 5.2 -0.5
WTRE WisdomTree New Economy Real Estate Fund 4.5 58 -18 -0.3 -6.0
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 9.4 +3.7
IWX iShares Russell Top 200 Value ETF 4.5 20 20 4.9 -0.7
FITE State Street SPDR S&P Kensho Future Security ETF 4.5 45 -5 1.0 -4.7
AGIQ Sofi Agentic AI ETF 4.5 69 -29 6.9 +1.3
REVS Columbia Research Enhanced Value ETF 4.5 19 21 6.6 +0.9
FELC Fidelity Enhanced Large Cap Core ETF 4.4 18 22 4.3 -1.3
EQIN Columbia US Equity Income ETF 4.3 35 5 6.1 +0.4
MGV Vanguard Mega Cap Value ETF 4.3 7 33 5.3 -0.4
CGDV Capital Group Dividend Value ETF 4.2 33 7 3.8 -1.9
DTD WisdomTree U.S. Total Dividend Fund 4.2 28 12 5.6 -0.0
STXV Strive 1000 Value ETF 4.2 18 22 6.7 +1.1
FPAG FPA Global Equity ETF 4.2 49 -9 5.8 +0.1
VYM Vanguard High Dividend Yield Index ETF 4.2 6 34 6.0 +0.4
YLDE ClearBridge Dividend Strategy ESG ETF 4.2 60 -20 5.2 -0.5
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 2.9 -2.8
ABEQ Absolute Select Value ETF 4.1 85 -45 4.5 -1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.1 12 28 6.1 +0.5
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.1 29 11 5.4 -0.2
AIQ Global X Artificial Intelligence & Technology ETF 4.1 68 -28 2.6 -3.1
QGRO American Century U.S. Quality Growth ETF 4.1 29 11 3.9 -1.8
PRXV Praxis Impact Large Cap Value ETF 4.1 36 4 5.5 -0.2
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 3.1 -2.6
SXQG ETC 6 Meridian Quality Growth ETF 4.0 100 -60 3.0 -2.7
FLQL Franklin LibertyQ U.S. Equity ETF 4.0 15 25 4.5 -1.2
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 3.7 -2.0
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 5.7 +0.1
QTOP iShares Nasdaq Top 30 Stocks ETF 4.0 20 20 2.7 -3.0
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.2 -1.4
DVY iShares Select Dividend ETF 3.9 38 2 8.0 +2.3
IUS Invesco RAFI Strategic US ETF 3.9 19 21 5.5 -0.2
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -10 6.3 +0.6
MTUM iShares MSCI USA Momentum Factor ETF 3.8 15 25 2.2 -3.4
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.7 60 -20 5.9 +0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.7 15 25 7.4 +1.7
ARKF ARK Fintech Innovation ETF 3.7 75 -35 0.3 -5.4
ARKK ARK Innovation ETF 3.7 75 -35 -2.9 -8.6
ARKW ARK Next Generation Internet ETF 3.7 87 -47 0.7 -5.0
BNGE First Trust S-Network Streaming and Gaming ETF 3.7 70 -30 3.0 -2.7
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
SURE AdvisorShares Insiders Advantage ETF 3.7 90 -50 7.8 +2.1
PRF Invesco FTSE RAFI US 1000 ETF 3.7 34 6 5.6 -0.1
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.7 49 -9 5.1 -0.6
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.7 60 -20 3.4 -2.3
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 3.6 56 -16 6.8 +1.1
NACP Impact Shares NAACP Minority Empowerment ETF 3.6 49 -9 3.6 -2.1
IGM iShares Expanded Tech Sector ETF 3.6 41 -1 2.6 -3.1
QQQ Invesco QQQ Trust Series I 3.6 20 20 3.1 -2.6
BUZZ VanEck Social Sentiment ETF 3.6 75 -35 -0.7 -6.3
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 3.2 -2.5
FNDX Schwab Fundamental US Large Co. Index ETF 3.6 25 15 6.1 +0.4
EPS WisdomTree U.S. LargeCap Fund 3.5 8 32 4.7 -1.0
MFMO Motley Fool Momentum Factor ETF 3.5 50 -10 1.9 -3.8
SCHV Schwab U.S. Large-Cap Value ETF 3.5 4 36 5.5 -0.2
JIVE JPMorgan International Value ETF 3.5 55 -15 8.2 +2.5
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 3.5 35 5 3.3 -2.3
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 3.5 7 33 9.9 +4.2
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.5 75 -35 1.7 -4.0
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 5.2 -0.5
VONV Vanguard Russell 1000 Value ETF 3.4 7 33 5.4 -0.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.4 49 -9 7.2 +1.6
FTEC Fidelity MSCI Information Technology Index ETF 3.4 8 32 2.9 -2.7
DAK Dakota Active Equity ETF 3.4 43 -3 3.7 -2.0
DIVS SmartETFs Dividend Builder ETF 3.4 65 -25 4.4 -1.3
FLV American Century Focused Large Cap Value ETF 3.4 42 -2 6.0 +0.3
IWD iShares Russell 1000 Value ETF 3.4 19 21 5.3 -0.4
FNDB Schwab Fundamental US Broad Market Index ETF 3.4 25 15 6.1 +0.4
VTV Vanguard Value ETF 3.4 4 36 5.7 +0.1
GVUS Marketbeta Russell 1000 Value Equity ETF 3.4 12 28 5.3 -0.3
VGT Vanguard Information Technology ETF 3.3 9 31 24.4 +18.7
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.3 15 25 2.9 -2.8
GXPT Global X PureCap MSCI Information Technology ETF 3.3 25 15 3.2 -2.5
FPX First Trust US Equity Opportunities ETF 3.3 61 -21 0.8 -4.9
MISL First Trust Indxx Aerospace & Defense ETF 3.3 60 -20 1.7 -4.0
AVLV Avantis U.S. Large Cap Value ETF 3.3 15 25 5.7 +0.0
NBDS Neuberger Berman Disrupters ETF 3.3 55 -15 0.7 -5.0
LOWV AB US Low Volatility Equity ETF 3.3 48 -8 4.4 -1.3
VFVA Vanguard U.S. Value Factor ETF 3.2 13 27 9.3 +3.6
OEI Optimized Equity Income ETF 3.2 75 -35 3.6 -2.1
DFVX Dimensional US Large Cap Vector ETF 3.2 22 18 5.2 -0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 3.2 59 -19 1.7 -4.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.2 18 22 5.6 -0.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.2 19 21 5.0 -0.7
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 5.7 0.0
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 3.7 -2.0
ILCV iShares Morningstar Value ETF 3.1 4 36 5.3 -0.4
MFVL Motley Fool Value Factor ETF 3.1 50 -10 5.8 +0.2
IXN iShares Global Tech ETF 3.1 41 -1 2.5 -3.1
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.1 15 25 6.2 +0.6
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.1 12 28 5.6 -0.1
TEXN iShares Texas Equity ETF 3.1 20 20 5.0 -0.7
AIVC Amplify Bloomberg AI Value Chain ETF 3.0 59 -19 3.3 -2.4
XMAG Defiance Large Cap ex-Mag 7 ETF 3.0 35 5 4.2 -1.5
NETZ TCW Transform Systems ETF 3.0 75 -35 1.3 -4.4
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 5.7 +0.0
DSTL Distillate US Fundamental Stability & Value ETF 3.0 39 1 7.9 +2.2
FTA First Trust Large Cap Value AlphaDEX Fund 3.0 59 -19 7.6 +1.9
LST Leuthold Select Industries ETF 3.0 91 -51 4.7 -1.0
IQM Franklin Intelligent Machines ETF 3.0 50 -10 1.0 -4.7
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 3.9 -1.7
BGIG Bahl & Gaynor Income Growth ETF 2.9 45 -5 4.5 -1.2
BGDV Bahl & Gaynor Dividend ETF 2.9 45 -5 3.9 -1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 2.9 35 5 6.9 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 2.9 38 2 6.9 +1.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 31 4.1 -1.5
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.9 24 16 7.0 +1.4
WTAI WisdomTree Artificial Intelligence and Innovation Fund 2.9 45 -5 1.7 -3.9
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.9 4 36 5.6 -0.0
FEX First Trust Large Cap Core AlphaDEX Fund 2.9 59 -19 4.9 -0.8
VOOV Vanguard S&P 500 Value ETF 2.8 7 33 5.6 -0.1
FDRR Fidelity Dividend ETF for Rising Rates 2.8 15 25 5.7 +0.0
IVE iShares S&P 500 Value ETF 2.8 18 22 5.5 -0.2
BLCR iShares Large Cap Core Active ETF 2.8 36 4 2.8 -2.9
EMOT First Trust S&P 500 Economic Moat ETF 2.8 60 -20 7.7 +2.1
SNSR Global X Internet of Things ETF 2.8 68 -28 3.2 -2.5
FMKT The Free Markets ETF 2.8 76 -36 4.2 -1.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.5 -1.2
EBI Longview Advantage ETF 2.8 35 5 5.9 +0.2
QLC FlexShares US Quality Large Cap Index Fund 2.8 25 15 4.5 -1.2
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 4.3 -1.3
FFND Future Fund Active ETF 2.7 100 -60 4.3 -1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.7 65 -25 7.2 +1.5
QDF FlexShares Quality Dividend Index Fund 2.7 37 3 5.3 -0.4
AVSU Avantis Responsible U.S. Equity ETF 2.7 15 25 4.8 -0.8
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.2 -2.4
SSPY Syntax Stratified LargeCap ETF 2.7 30 10 6.1 +0.4
IUSV iShares Core S&P US Value ETF 2.7 4 36 5.8 +0.1
LRGC AB US Large Cap Strategic Equities ETF 2.7 48 -8 3.8 -1.8
TMAT Main Thematic Innovation ETF 2.6 164 -124 -1.9 -7.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.6 49 -9 2.8 -2.9
MAVF Matrix Advisors Value ETF 2.6 75 -35 5.0 -0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 2.6 14 26 3.9 -1.8
AFLG First Trust Active Factor Large Cap ETF 2.6 55 -15 5.0 -0.7
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 2.4 -3.2
CAML Congress Large Cap Growth ETF 2.6 66 -26 2.4 -3.3
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.6 7 33 4.4 -1.3
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 2.6 75 -35 3.1 -2.6
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 2.5 60 -20 4.6 -1.1
VFMF Vanguard U.S. Multifactor ETF 2.5 18 22 6.4 +0.8
JQUA JPMorgan U.S. Quality Factor ETF 2.5 12 28 4.9 -0.8
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 8.7 +3.0
AKAF The Frontier Economic Fund 2.5 20 20 5.1 -0.5
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.5 60 -20 9.5 +3.9
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.6 -1.0
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 2.5 75 -35 1.9 -3.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 -25 4.5 -1.2
KRMA Global X Conscious Companies ETF 2.5 43 -3 5.1 -0.5
LRGF iShares U.S. Equity Factor ETF 2.5 8 32 4.6 -1.1
GQQQ Astoria US Quality Growth Kings ETF 2.4 35 5 3.2 -2.5
VIG Vanguard Dividend Appreciation ETF 2.4 5 35 4.9 -0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 4.0 -1.7
FBCV Fidelity Blue Chip Value ETF 2.4 59 -19 5.8 +0.1
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -35 2.2 -3.5
TOPC iShares S&P 500 3% Capped ETF 2.4 15 25 4.3 -1.3
THRO iShares U.S. Thematic Rotation Active ETF 2.4 90 -50 3.1 -2.6
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.4 65 -25 1.4 -4.3
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 6.4 +0.7
AGRW Allspring LT Large Growth ETF 2.4 35 5 3.4 -2.3
DGRO iShares Core Dividend Growth ETF 2.4 8 32 5.5 -0.2
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.1 -1.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.4 9 31 4.0 -1.7
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.4 25 15 4.1 -1.6
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 2.4 58 -18 5.0 -0.7
FQAL Fidelity Quality Factor ETF 2.4 15 25 4.8 -0.9
QDEF FlexShares Quality Dividend Defensive Index Fund 2.4 37 3 5.4 -0.3
SFTY Horizon Managed Risk ETF 2.4 77 -37 3.5 -2.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 32 4.4 -1.3
STOX Horizon Core Equity ETF 2.3 70 -30 3.6 -2.1
SDY State Street SPDR S&P Dividend ETF 2.3 35 5 6.0 +0.4
VBK Vanguard Small-Cap Growth ETF 2.3 7 33 1.2 -4.5
MODL VictoryShares WestEnd U.S. Sector ETF 2.3 42 -2 4.1 -1.6
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.3 10 30 4.2 -1.5
DEMZ Democratic Large Cap Core ETF 2.3 45 -5 3.8 -1.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.3 15 25 4.2 -1.5
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.3 49 -9 4.5 -1.2
RAYD Rayliant Quantitative Developed Market Equity ETF 2.3 80 -40 3.4 -2.2
FDTX Fidelity Disruptive Technology ETF 2.3 50 -10 1.5 -4.2
ADME Aptus Drawdown Managed Equity ETF 2.3 79 -39 3.3 -2.3
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 2.3 7 33 5.2 -0.5
ALTL Pacer Lunt Large Cap Alternator ETF 2.3 60 -20 4.7 -0.9
TMFX Motley Fool Next Index ETF 2.3 50 -10 2.9 -2.7
COLO Global X MSCI Colombia ETF 2.3 62 -22 15.1 +9.4
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 3.9 -1.8
XVV iShares ESG Screened S&P 500 ETF 2.2 8 32 4.1 -1.6
IWL iShares Russell Top 200 ETF 2.2 15 25 3.9 -1.8
ZECP Zacks Earnings Consistent Portfolio ETF 2.2 55 -15 4.1 -1.6
HDUS Hartford Disciplined US Equity ETF 2.2 19 21 4.7 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 4.3 -1.4
CHAT Roundhill Generative AI & Technology ETF 2.2 75 -35 3.9 -1.8
SUSA iShares MSCI USA ESG Select ETF 2.2 25 15 4.0 -1.7
QUVU Hartford Quality Value ETF 2.2 46 -6 5.4 -0.2
XITK State Street SPDR FactSet Innovative Technology ETF 2.2 45 -5 0.1 -5.6
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 4.0 -1.7
RVRB Reverb ETF 2.2 30 10 3.8 -1.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.2 9 31 5.1 -0.5
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 4.3 -1.4
COWS Amplify Cash Flow Dividend Leaders ETF 2.1 0 40 7.3 +1.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.1 9 31 4.3 -1.3
SPXE ProShares S&P 500 Ex-Energy ETF 2.1 9 31 4.1 -1.6
INRO iShares U.S. Industry Rotation Active ETF 2.1 42 -2 3.5 -2.2
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 4.0 -1.7
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.1 60 -20 6.1 +0.5
VOT Vanguard Mid-Cap Growth ETF 2.1 7 33 3.1 -2.6
QLV FlexShares US Quality Low Volatility Index Fund 2.1 22 18 5.0 -0.6
CHRI Global X S&P 500 Christian Values ETF 2.1 29 11 3.9 -1.7
MGC Vanguard Mega Cap ETF 2.1 7 33 3.9 -1.8
OEF iShares S&P 100 ETF 2.1 20 20 3.8 -1.9
IMCG iShares Morningstar Mid-Cap Growth ETF 2.1 6 34 3.3 -2.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.1 0 40 4.1 -1.5
DSI iShares MSCI KLD 400 Social ETF 2.1 25 15 4.1 -1.6
SFGV Sequoia Global Value ETF 2.1 23 17 7.0 +1.3
GSPY Gotham Enhanced 500 ETF 2.1 50 -10 4.4 -1.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 2.1 45 -5 -1.4 -7.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.1 20 20 4.2 -1.5
PTL Inspire 500 ETF 2.1 9 31 4.4 -1.3
AVUS Avantis U.S. Equity ETF 2.1 15 25 4.7 -1.0
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 1.4 -4.3
VOTE TCW Transform 500 ETF 2.1 5 35 4.1 -1.6
GXLC Global X U.S. 500 ETF 2.1 2 38 4.1 -1.6
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 38 4.3 -1.4
SPY SPDR S&P 500 ETF 2.1 9 31 4.1 -1.5
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 2.1 45 -5 4.3 -1.3
VOO Vanguard S&P 500 ETF 2.1 3 37 4.2 -1.5
CGUS Capital Group Core Equity ETF 2.1 33 7 3.6 -2.1
DGT State Street SPDR Global Dow ETF 2.0 50 -10 5.6 -0.1
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 22 3.9 -1.8
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 25 4.1 -1.5
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.0 14 26 4.2 -1.5
RND First Trust Bloomberg R&D Leaders ETF 2.0 60 -20 2.5 -3.2
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.2 -1.5
DIA SPDR Dow Jones Industrial Average ETF 2.0 16 24 4.7 -1.0
ABFL Abacus FCF Leaders ETF 2.0 59 -19 3.7 -2.0
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 37 4.1 -1.6
IVV iShares Core S&P 500 ETF 2.0 3 37 4.2 -1.5
HLAL Wahed FTSE USA Shariah ETF 2.0 50 -10 3.6 -2.1
FLDZ RiverNorth Patriot ETF 2.0 75 -35 5.6 -0.1
FMDE Fidelity Enhanced Mid Cap ETF 2.0 23 17 5.3 -0.3
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 1.5 -4.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.0 7 33 4.1 -1.6
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.0 11 29 4.1 -1.6
CFA VictoryShares US 500 Volatility Wtd ETF 2.0 35 5 5.3 -0.4
JHML John Hancock Multifactor Large Cap ETF 2.0 29 11 4.4 -1.2
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.1 -1.6
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.0 20 20 4.0 -1.7
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.0 25 15 11.1 +5.5
FVD First Trust Value Line Dividend Index Fund 2.0 65 -25 5.7 +0.0
IWB iShares Russell 1000 ETF 2.0 15 25 4.1 -1.5
TMFC Motley Fool 100 Index ETF 2.0 50 -10 3.0 -2.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.0 40 0 5.2 -0.4
JVAL JPMorgan U.S. Value Factor ETF 2.0 12 28 6.6 +0.9
STRV Strive 500 ETF 2.0 5 35 4.1 -1.6
ENHU iShares Enhanced Large Cap Core Active ETF 2.0 22 18 4.1 -1.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 1.1 -4.6
IMOM Alpha Architect International Quantitative Momentum ETF 2.0 49 -9 4.1 -1.5
PBUS Invesco MSCI USA ETF 1.9 4 36 4.2 -1.5
JMOM JPMorgan U.S. Momentum Factor ETF 1.9 12 28 3.3 -2.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.9 2 38 4.2 -1.5
LCLG Logan Capital Broad Innovative Growth ETF 1.9 99 -59 2.7 -2.9
VV Vanguard Large-Cap ETF 1.9 4 36 4.1 -1.6
SFY SoFi Select 500 ETF 1.9 0 40 3.7 -2.0
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.9 12 28 3.6 -2.1
IYY iShares Dow Jones U.S. ETF 1.9 20 20 4.1 -1.6
BFOR ALPS Barron's 400 ETF 1.9 65 -25 4.9 -0.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.9 64 -24 1.2 -4.5
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.1 -1.6
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 37 4.3 -1.3
ARKQ ARK Autonomous Technology & Robotics ETF 1.9 75 -35 0.9 -4.8
IWV iShares Russell 3000 ETF 1.9 20 20 4.0 -1.7
FTGS First Trust Growth Strength ETF 1.9 60 -20 3.6 -2.1
OAIM OneAscent International Equity ETF 1.9 95 -55 4.4 -1.2
RAUS RACWI US ETF 1.9 15 25 4.1 -1.5
AIS VistaShares Artificial Intelligence Supercycle ETF 1.9 75 -35 0.8 -4.9
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.9 45 -5 3.6 -2.1
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 4.3 -1.4
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.8 3 37 4.1 -1.6
GLBL Pacer MSCI World Industry Advantage ETF 1.8 65 -25 3.4 -2.3
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 3.6 -2.1
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.8 40 0 5.2 -0.5
YALL God Bless America ETF 1.8 65 -25 4.4 -1.3
MBOX Freedom Day Dividend ETF 1.8 39 1 6.7 +1.0
DCOR Dimensional US Core Equity 1 ETF 1.8 14 26 4.6 -1.1
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.1 -1.6
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.8 58 -18 3.3 -2.3
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 19 2.9 -2.8
AQLT iShares MSCI Global Quality Factor ETF 1.8 18 22 0.0 -5.7
ARTY iShares Future AI & Tech ETF 1.8 47 -7 2.3 -3.4
EUSA iShares MSCI USA Equal Weighted ETF 1.8 9 31 5.4 -0.3
ABOT Abacus FCF Innovation Leaders ETF 1.8 69 -29 3.8 -1.9
USEW Cambria US EW ETF 1.8 30 10 4.1 -1.6
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.3 -1.4
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 3.9 -1.8
XOEF iShares S&P 500 ex S&P 100 ETF 1.8 20 20 4.6 -1.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 23 4.6 -1.0
SIZE iShares MSCI USA Size Factor ETF 1.7 15 25 5.4 -0.3
WRND IQ Global Equity R&D Leaders ETF 1.7 18 22 4.0 -1.7
YNOT Horizon Digital Frontier ETF 1.7 75 -35 2.5 -3.2
AIEQ AI Powered Equity ETF 1.7 75 -35 3.7 -2.0
SCHK Schwab 1000 Index ETF 1.7 5 35 4.2 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.7 25 15 4.9 -0.8
VSLU Applied Finance Valuation Large Cap ETF 1.7 49 -9 4.9 -0.8
SCOW Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF 1.7 59 -19 8.2 +2.6
SCHM Schwab U.S. Mid-Cap ETF 1.7 4 36 5.6 -0.0
APUE ActivePassive U.S. Equity ETF 1.7 45 -5 3.9 -1.8
RECS Columbia Research Enhanced Core ETF 1.7 15 25 5.3 -0.4
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.2 -1.5
GINN Goldman Sachs Innovate Equity ETF 1.6 52 -12 3.7 -2.0
TRFM AAM Transformers ETF 1.6 49 -9 0.9 -4.7
JOET Virtus Terranova US Quality Momentum ETF 1.6 29 11 3.8 -1.9
SYLD Cambria Shareholder Yield ETF 1.6 59 -19 10.1 +4.5
KOKU Xtrackers MSCI Kokusai Equity ETF 1.6 9 31 4.4 -1.3
YOKE Yoke Core ETF 1.6 42 -2 3.6 -2.1
SRVR Pacer Data & Infrastructure Real Estate ETF 1.6 55 -15 3.8 -1.9
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 1.6 30 10 3.6 -2.1
VFMO Vanguard U.S. Momentum Factor ETF 1.6 13 27 1.6 -4.1
TXS Texas Capital Texas Equity Index ETF 1.6 49 -9 5.0 -0.7
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.6 20 20 4.7 -1.0
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 8.6 +3.0
DEW WisdomTree Global High Dividend Fund 1.6 58 -18 7.1 +1.5
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 25 4.4 -1.3
TOK iShares MSCI Kokusai ETF 1.6 26 14 4.3 -1.4
TTAC FCF US Quality ETF 1.6 59 -19 5.6 -0.1
XT iShares Exponential Technologies ETF 1.6 46 -6 3.8 -1.9
STRN SMART Trend 25 ETF 1.6 59 -19 2.3 -3.4
LGCF Themes US Cash Flow Champions ETF 1.6 30 10 7.3 +1.6
WDIV SPDR S&P Global Dividend ETF 1.6 40 0 8.9 +3.2
FSMD Fidelity Small-Mid Multifactor ETF 1.6 15 25 6.3 +0.6
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.6 12 28 4.4 -1.3
DEUS Xtrackers Russell US Multifactor ETF 1.6 17 23 6.4 +0.7
FEGE First Eagle Global Equity ETF 1.5 79 -39 6.0 +0.4
FDWM Fidelity Women's Leadership ETF 1.5 59 -19 3.8 -1.8
FLRG Fidelity U.S. Multifactor ETF 1.5 15 25 5.9 +0.2
BUYZ Franklin Disruptive Commerce ETF 1.5 50 -10 2.5 -3.2
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 1.5 49 -9 3.7 -2.0
SNPE Xtrackers S&P 500 ESG ETF 1.5 10 30 4.3 -1.4
AESR Anfield U.S. Equity Sector Rotation ETF 1.5 108 -68 2.7 -2.9
GLOF iShares Global Equity Factor ETF 1.5 20 20 5.5 -0.2
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 5.8 +0.1
SMMD iShares Russell 2500 ETF 1.5 15 25 5.3 -0.3
DFSU Dimensional US Sustainability Core 1 ETF 1.5 18 22 4.6 -1.0
FTCE First Trust New Constructs Core Earnings Leaders ETF 1.5 60 -20 4.5 -1.2
URTH iShares MSCI World ETF 1.5 24 16 4.3 -1.4
FFLC Fidelity Fundamental Large Cap Core ETF 1.5 38 2 3.9 -1.8
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 5.0 -0.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -27 8.5 +2.9
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 9 31 4.9 -0.8
PWB Invesco Large Cap Growth ETF 1.5 56 -16 1.9 -3.8
ICAP InfraCap Equity Income Fund ETF 1.5 171 -131 4.4 -1.2
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 1.4 25 15 5.4 -0.3
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 1.4 20 20 0.8 -4.9
BDIV AAM Brentview Dividend Growth ETF 1.4 49 -9 3.7 -2.0
MOAT VanEck Morningstar Wide Moat ETF 1.4 46 -6 5.6 -0.1
VOOG Vanguard S&P 500 Growth ETF 1.4 7 33 18.5 +12.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.4 4 36 3.1 -2.6
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -35 2.9 -2.8
JAVA JPMorgan Active Value ETF 1.4 44 -4 5.5 -0.2
CGDG Capital Group Dividend Growers ETF 1.4 47 -7 5.1 -0.6
WISE Themes Generative Artificial Intelligence ETF 1.4 35 5 -0.4 -6.1
IVW iShares S&P 500 Growth ETF 1.3 18 22 2.9 -2.8
CGGO Capital Group Global Growth Equity ETF 1.3 47 -7 3.9 -1.8
FFOG Franklin Focused Growth ETF 1.3 61 -21 1.5 -4.1
HGRO Hedgeye Quality Growth ETF 1.3 70 -30 3.3 -2.4
MNZL Manzil Russell Halal USA Broad MarketETF 1.3 40 0 3.7 -2.0
ACWI iShares MSCI ACWI ETF 1.3 32 8 4.6 -1.1
BLCV iShares Large Cap Value Active ETF 1.3 53 -13 6.3 +0.6
VUSV Vanguard Wellington U.S. Value Active ETF 1.3 30 10 5.7 +0.0
BAI iShares AI Innovation and Tech Active ETF 1.3 55 -15 0.8 -4.8
JGRW Jensen Quality Growth ETF 1.3 57 -17 4.1 -1.6
IUSG iShares Core S&P U.S. Growth ETF 1.3 4 36 3.1 -2.6
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 30 4.2 -1.5
EGUS iShares ESG Aware MSCI USA Growth ETF 1.3 18 22 3.0 -2.7
QTUM Defiance Quantum ETF 1.3 40 0 3.4 -2.3
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.2 20 20 6.0 +0.4
DXUV Dimensional US Vector Equity ETF 1.2 28 12 5.2 -0.5
JGRO JPMorgan Active Growth ETF 1.2 44 -4 2.4 -3.2
VFQY Vanguard U.S. Quality Factor ETF 1.2 13 27 5.4 -0.2
AVMC Avantis U.S. Mid Cap Equity ETF 1.2 18 22 5.9 +0.3
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 4.4 -1.2
VT Vanguard Total World Stock ETF 1.2 6 34 5.0 -0.7
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 5.9 +0.2
TRUT VanEck Technology TruSector ETF 1.2 13 27 3.7 -2.0
GURU Global X Guru Index ETF 1.2 75 -35 2.4 -3.3
FVAL Fidelity Value Factor ETF 1.2 15 25 5.9 +0.2
IOO iShares Global 100 ETF 1.2 41 -1 3.8 -1.8
FELG Fidelity Enhanced Large Cap Growth ETF 1.2 18 22 3.3 -2.4
OPTZ Optimize Strategy Index ETF 1.1 50 -10 3.3 -2.4
IMCB iShares Morningstar Mid-Cap ETF 1.1 4 36 5.1 -0.5
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 1.1 49 -9 7.9 +2.2
SRHQ SRH U.S. Quality ETF 1.1 35 5 6.3 +0.6
GEW Cambria Global EW ETF 1.1 29 11 5.4 -0.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 4.8 -0.9
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 1.1 59 -19 4.2 -1.5
DUHP Dimensional US High Profitability ETF 1.1 21 19 5.2 -0.4
RGEF Rockefeller Global Equity ETF 1.1 55 -15 3.8 -1.9
PSET Principal Quality ETF 1.1 15 25 4.9 -0.8
VO Vanguard Mid-Cap ETF 1.1 4 36 20.9 +15.3
EQL Alps Equal Sector Weight ETF 1.1 25 15 5.1 -0.6
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 3.5 -2.2
VB Vanguard Small-Cap ETF 1.1 5 35 5.1 -0.6
FFOX FundX Future Fund Opportunities ETF 1.1 100 -60 2.4 -3.2
STXG Strive 1000 Growth ETF 1.1 18 22 3.2 -2.5
ACEP ARS Core Equity ETF 1.0 45 -5 4.0 -1.7
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -15 3.7 -2.0
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 17.0 +11.4
WCEO Hypatia Women CEO ETF 1.0 85 -45 4.7 -1.0
IWS iShares Russell Mid-Cap Value ETF 1.0 23 17 6.0 +0.3
NIXT Research Affiliates Deletions ETF 1.0 9 31 6.5 +0.8
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 5.5 -0.2
AVUQ Avantis U.S. Quality ETF 1.0 15 25 3.6 -2.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.0 15 25 5.0 -0.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 1.0 50 -10 3.5 -2.2
HAPS Harbor Human Capital Factor US Small Cap ETF 1.0 60 -20 3.4 -2.3
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 3.6 -2.0
IWR iShares Russell Midcap ETF 1.0 19 21 5.3 -0.4
RODM Hartford Multifactor Developed Markets (ex-US) ETF 1.0 29 11 6.9 +1.2
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.2 -1.5
ILCG iShares Morningstar Growth ETF 0.9 4 36 3.0 -2.6
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 28 3.4 -2.2
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 5.4 -0.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.9 52 -12 4.9 -0.8
VUG Vanguard Growth ETF 0.9 4 36 20.8 +15.1
QGRW WisdomTree U.S. Quality Growth Fund 0.9 28 12 2.8 -2.9
LCDS JPMorgan Fundamental Data Science Large Core ETF 0.9 30 10 4.1 -1.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.9 42 -2 4.0 -1.7
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 7.3 +1.6
TAX Cambria Tax Aware ETF 0.9 49 -9 4.1 -1.6
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.9 56 -16 9.5 +3.8
ULVM VictoryShares US Value Momentum ETF 0.9 20 20 6.0 +0.4
GVLU Gotham 1000 Value ETF 0.8 50 -10 8.2 +2.6
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -5 4.5 -1.2
ETHO Etho Climate Leadership U.S. ETF 0.8 47 -7 4.2 -1.5
SQLV Royce Quant Small-Cap Quality Value ETF 0.8 60 -20 7.7 +2.0
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.5 -1.2
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 17 2.8 -2.8
SFYF SoFi Social 50 ETF 0.8 29 11 0.8 -4.9
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.8 4 36 5.5 -0.2
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.8 35 5 8.9 +3.2
SIXL ETC 6 Meridian Low Beta Equity ETF 0.8 80 -40 5.9 +0.3
XLSR State Street US Sector Rotation ETF 0.8 70 -30 4.3 -1.4
FYC First Trust Small Cap Growth AlphaDEX Fund 0.8 71 -31 -0.6 -6.3
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.7 49 -9 7.9 +2.2
MFIG Motley Fool Innovative Growth Factor ETF 0.7 50 -10 2.8 -2.9
VUSE Vident U.S. Equity Strategy ETF 0.7 50 -10 3.7 -2.0
JADE JPMorgan Active Developing Markets Equity ETF 0.7 65 -25 5.8 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.7 6 34 2.7 -3.0
JIG JPMorgan International Growth ETF 0.7 55 -15 3.5 -2.2
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 4 3.1 -2.6
JEPI JPMorgan Equity Premium Income ETF 0.7 35 5 5.1 -0.6
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 4.5 -1.2
BLES Inspire Global Hope ETF 0.7 61 -21 5.7 +0.0
JGLO JPMorgan Global Select Equity ETF 0.7 33 7 4.3 -1.4
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 3.6 -2.1
VONG Vanguard Russell 1000 Growth ETF 0.7 7 33 3.6 -2.1
DES WisdomTree U.S. SmallCap Dividend Fund 0.7 38 2 7.9 +2.2
CVAR Cultivar ETF 0.7 87 -47 7.2 +1.5
LCF Touchstone US Large Cap Focused ETF 0.7 69 -29 3.7 -2.0
SGLC SGI U.S. Large Cap Core ETF 0.7 85 -45 3.6 -2.0
IWF iShares Russell 1000 Growth ETF 0.6 19 21 14.6 +9.0
MAGA Point Bridge America First ETF 0.6 72 -32 5.2 -0.5
VXF Vanguard Extended Market ETF 0.6 5 35 3.7 -2.0
GINX SGI Enhanced Global Income ETF 0.6 98 -58 6.6 +0.9
EWD iShares MSCI Sweden ETF 0.6 54 -14 5.0 -0.7
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 25 6.0 +0.3
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 3.5 -2.2
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.5 70 -30 2.0 -3.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 25 4.8 -0.9
STXM Strive Mid-Cap ETF 0.5 18 22 5.8 +0.2
GQI Natixis Gateway Quality Income ETF 0.5 34 6 4.6 -1.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 3.8 -1.9
AVUV Avantis U.S. Small Cap Value ETF 0.5 25 15 7.7 +2.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -3.6 -9.2
STXD Strive 1000 Dividend Growth ETF 0.5 35 5 4.4 -1.3
FDVV Fidelity High Dividend ETF 0.4 15 25 6.6 +0.9
LVHI Franklin International Low Volatility High Dividend Index ET 0.4 40 0 7.5 +1.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 15 5.9 +0.3
RCGE RockCreek Global Equality ETF 0.4 95 -55 6.0 +0.4
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.4 20 20 8.5 +2.8
FFF Founders 100 ETF 0.4 75 -35 2.5 -3.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.4 61 -21 5.2 -0.5
ISCB iShares Morningstar Small-Cap ETF 0.4 4 36 5.3 -0.4
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -49 4.2 -1.4
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -25 6.8 +1.1
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.4 17 23 4.8 -0.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 10 7.5 +1.9
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.4 10 30 3.5 -2.1
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.4 15 25 3.6 -2.1
AOTG AOT Growth and Innovation ETF 0.4 75 -35 1.2 -4.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.4 18 22 3.6 -2.1
SAGP Strategas Global Policy Opportunities ETF 0.3 65 -25 4.9 -0.8
XJR iShares ESG Screened S&P Small-Cap ETF 0.3 12 28 6.0 +0.3
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 4.8 -0.9
EES WisdomTree U.S. SmallCap Fund 0.3 38 2 7.6 +2.0
SCHG Schwab U.S. Large-Cap Growth ETF 0.3 4 36 3.4 -2.3
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 2.2 -3.5
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 4.0 -1.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.3 3 37 6.2 +0.5
VIOO Vanguard S&P Small-Cap 600 ETF 0.3 7 33 6.0 +0.3
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.3 24 16 5.8 +0.1
IJR iShares Core S&P Small Cap ETF 0.3 6 34 6.1 +0.5
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 7.6 +1.9
FDMO Fidelity Momentum Factor ETF 0.3 15 25 2.4 -3.3
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.6 -1.1
ISMD Inspire Small/Mid Cap ETF 0.3 54 -14 4.8 -0.9
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 7 6.4 +0.8
WSML iShares MSCI World Small-Cap ETF 0.2 15 25 5.2 -0.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.2 43 -3 4.7 -0.9
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.2 15 25 8.7 +3.0
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.2 10 30 8.7 +3.0
IJS iShares S&P Small-Cap 600 Value ETF 0.2 18 22 8.6 +3.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 6.6 +0.9
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.2 10 30 3.7 -2.0
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.2 -3.5
WSGE Warren Street Global Equity ETF 0.2 80 -40 2.8 -2.9
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.2 9 31 3.6 -2.1
JHSC John Hancock Multifactor Small Cap ETF 0.2 42 -2 5.9 +0.2
VOE Vanguard Mid-Cap Value ETF 0.2 7 33 6.8 +1.1
STXK Strive Small-Cap ETF 0.2 18 22 5.1 -0.6
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.2 20 20 7.2 +1.6
AVIV Avantis International Large Cap Value ETF 0.2 25 15 6.9 +1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.2 60 -20 6.1 +0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.2 95 -55 -0.6 -6.2
DFAS Dimensional U.S. Small Cap ETF 0.2 26 14 5.4 -0.2
AVSC Avantis U.S Small Cap Equity ETF 0.2 25 15 4.5 -1.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.2 6 34 6.9 +1.3
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -12 6.5 +0.8
FBCG Fidelity Blue Chip Growth ETF 0.1 59 -19 2.1 -3.5
NUSC Nuveen ESG Small-Cap ETF 0.1 31 9 4.8 -0.9
ALRG Allspring LT Large Core ETF 0.1 28 12 3.6 -2.1
SCHA Schwab U.S. Small-Cap ETF 0.1 4 36 4.2 -1.5
VBR Vanguard Small Cap Value ETF 0.1 7 33 7.7 +2.0
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 0 3.6 -2.1
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.3 +1.6
AVDE Avantis International Equity ETF 0.1 23 17 6.2 +0.5
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 1.7 -3.9
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 34 7.6 +2.0
DMXF iShares ESG Advanced MSCI EAFE ETF 0.1 12 28 4.8 -0.9
AVSD Avantis Responsible International Equity ETF 0.1 23 17 5.9 +0.2
AVMV Avantis U.S. Mid Cap Value ETF 0.1 20 20 7.1 +1.5
IMTM iShares MSCI Intl Momentum Factor ETF 0.1 30 10 4.6 -1.1
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 0.1 20 20 5.7 +0.0
IEUR iShares Core MSCI Europe ETF 0.1 11 29 6.2 +0.6
EFG iShares MSCI EAFE Growth ETF 0.0 36 4 3.7 -2.0
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 0.0 20 20 5.5 -0.1
EFA iShares MSCI EAFE ETF 0.0 35 5 5.6 -0.1
HEFA iShares Currency Hedged MSCI EAFE ETF 0.0 35 5 5.6 -0.0
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 8.8 +3.1
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 5.9 +0.3
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 5.9 +0.2
EFV iShares MSCI EAFE Value ETF 0.0 34 6 7.5 +1.8
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 6.4 +0.7
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 5.7 0.0
ACWX iShares MSCI ACWI ex U.S. ETF 0.0 34 6 6.2 +0.5
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 6.6 +0.9

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 15.6 %
Divided by: Fwd. P/BV 2.6 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.7 %
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.