iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.4% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 17.1x P/Sales
ratio		 2.2x
P/BV
ratio		 2.4x Div.
yield		 2.8%


  • 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) $534
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) $120,174
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 18.2 %
AT&T INC 13.7 %
VERIZON COMMUNICATIONS INC 12.1 %
LUMENTUM HOLDINGS INC 5.0 %
ARISTA NETWORKS, INC. 4.7 %
UBIQUITI INC. 4.4 %
CIENA CORP 4.2 %
ROKU, INC. CLASS A 4.2 %
COMCAST CORP-CL A 4.1 %
CHARTER COMMUNICATIONS, INC. CLASS 4.1 %
Total 74.8 %

TOP COUNTRY EXPOSURE
UNITED STATES 90.6 %
LUXEMBOURG 3.1 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru June 30)
Year-to-date 1 year 5 years 10 years Since Incep.
11.0% 37.8% 3.7% 2.5% -0.0%

Market Correlations
versus... Beta R-squared
S&P500 0.87 57%
MSCI EAFE 0.69 37%
MSCI Emg. Mkts. 0.49 19%

Technical Indicators
Recent close $29.27
30d moving avg. $28.63
Annualized volatility 18.7%
Short interest (ETF) 1.7%
Short interest (Underlying) 3.2%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 903
Turnover 5.0%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 628 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™: 6.4%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYZ
Ticker Fund
Name		 Overlap1
vs IYZ
(%)		 Expense
ratio
(bp)		 Savings
vs IYZ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYZ
(%)
XTL SPDR S&P Telecom ETF 40.8 35 5 2.5 -3.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 24.1 40 0 5.6 -0.8
FCOM Fidelity MSCI Communication Services Index ETF 20.7 8 32 4.8 -1.6
XLC Communication Services Select Sector SPDR Fund 20.4 8 32 5.2 -1.2
KNCT Invesco Next Gen Connectivity ETF 19.5 40 0 5.0 -1.4
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 18.5 41 -1 5.6 -0.8
VOX Vanguard Communication Services ETF 17.8 9 31 4.8 -1.6
DJD Invesco Dow Jones Industrial Average Dividend ETF 15.9 7 33 7.5 +1.1
SIXG Defiance Connective Technologies ETF 15.3 30 10 3.9 -2.4
VLUE iShares MSCI USA Value Factor ETF 14.8 15 25 9.8 +3.4
TRFK Pacer Data and Digital Revolution ETF 14.4 60 -20 3.2 -3.2
ARB AltShares Merger Arbitrage ETF 14.1 77 -37 4.2 -2.2
IXP iShares Global Comm Services ETF 14.1 42 -2 5.7 -0.7
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 12.9 5 35 8.0 +1.7
PWV Invesco Large Cap Value ETF 12.6 55 -15 7.4 +1.1
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.4 80 -40 6.8 +0.4
XPND First Trust Expanded Technology ETF 12.2 65 -25 4.0 -2.4
AUSF Global X Adaptive U.S. Factor ETF 12.0 27 13 8.9 +2.5
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 11.9 15 25 6.6 +0.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 11.7 75 -35 5.5 -0.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.4 50 -10 5.4 -1.0
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.8 47 -7 5.8 -0.5
MDLV Morgan Dempsey Large Cap Value ETF 10.7 58 -18 7.5 +1.1
UDI USCF Dividend Income Fund 10.6 65 -25 8.2 +1.9
FDL First Trust Morningstar Dividend Leaders Index Fund 10.5 45 -5 9.4 +3.0
FDN First Trust Dow Jones Internet Index Fund 10.3 52 -12 3.2 -3.2
FDCF Fidelity Disruptive Communications ETF 10.3 50 -10 3.0 -3.4
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.5 +0.1
FDND FT Vest Dow Jones Internet & Target Income ETF 10.2 75 -35 3.0 -3.4
SDOG ALPS Sector Dividend Dogs ETF 10.1 36 4 9.4 +3.0
OUSA ALPS O'Shares U.S. Quality Dividend ETF 10.0 48 -8 6.1 -0.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.6 15 25 9.3 +2.9
ITAN Sparkline Intangible Value ETF 9.6 50 -10 6.8 +0.4
BMVP Invesco Bloomberg MVP Multi-factor ETF 9.0 29 11 6.3 -0.1
RAFE PIMCO RAFI ESG U.S. ETF 8.8 29 11 7.3 +0.9
DIVB iShares Core Dividend ETF 8.8 5 35 7.7 +1.3
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 8.6 29 11 6.4 +0.0
SPDV AAM S&P 500 High Dividend Value ETF 8.5 29 11 10.7 +4.4
EQAL Invesco Russell 1000 Equal Weight ETF 8.5 20 20 7.0 +0.6
CIBR First Trust NASDAQ Cybersecurity ETF 8.4 60 -20 3.9 -2.5
TBG TBG Dividend Focus ETF 8.3 59 -19 7.9 +1.5
EQIN Columbia US Equity Income ETF 8.1 35 5 6.9 +0.6
NXTG First Trust Indxx NextG ETF 8.1 70 -30 5.3 -1.0
VEGN US Vegan Climate ETF 8.1 60 -20 4.5 -1.9
BRIF FIS Bright Portfolios Focused Equity ETF 8.1 65 -25 4.9 -1.4
SCHD Schwab US Dividend Equity ETF 8.1 6 34 9.8 +3.4
USMV iShares MSCI USA Min Vol Factor ETF 8.0 15 25 5.7 -0.7
ACSI American Customer Satisfaction ETF 8.0 65 -25 4.8 -1.5
COWZ Pacer US Cash Cows 100 ETF 7.9 49 -9 9.4 +3.0
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.7 -0.7
DIVY Sound Equity Dividend Income ETF 7.6 45 -5 11.1 +4.7
USMF WisdomTree U.S. Multifactor Fund 7.5 28 12 7.0 +0.6
SPRX Spear Alpha ETF 7.5 75 -35 0.4 -6.0
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.3 18 22 5.8 -0.6
SPVU Invesco S&P 500 Enhanced Value ETF 7.3 13 27 10.1 +3.8
DFLV Dimensional US Large Cap Value ETF 7.3 22 18 7.9 +1.5
REVS Columbia Research Enhanced Value ETF 7.3 19 21 7.8 +1.4
HDV iShares Core High Dividend ETF 7.3 8 32 6.9 +0.5
SDEP SFP Core Equity Strategy 7.3 10 30 6.5 +0.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.3 60 -20 4.4 -2.0
SKYY First Trust Cloud Computing ETF 7.2 60 -20 3.1 -3.3
SHRY First Trust Bloomberg Shareholder Yield ETF 7.1 60 -20 7.9 +1.5
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 7.1 15 25 5.9 -0.5
ROE Astoria US Quality Kings ETF 7.0 49 -9 6.7 +0.3
DFUV Dimensional US Marketwide Value ETF 6.8 22 18 7.7 +1.3
OALC OneAscent Large Cap Core ETF 6.7 86 -46 4.1 -2.3
FPAG FPA Global Equity ETF 6.7 49 -9 5.8 -0.6
IDAT iShares Future Cloud 5G and Tech ETF 6.7 47 -7 4.7 -1.7
CRTC Xtrackers US National Critical Technologies ETF 6.7 35 5 4.8 -1.6
LYLD Cambria Large Cap Shareholder Yield ETF 6.7 59 -19 9.7 +3.3
EDOW First Trust Dow 30 Equal Weight ETF 6.6 50 -10 5.1 -1.3
VFMV Vanguard U.S. Minimum Volatility ETF 6.6 13 27 5.8 -0.6
SPMV Invesco S&P 500 Minimum Variance ETF 6.5 10 30 5.4 -1.0
FDLO Fidelity Low Volatility Factor ETF 6.5 15 25 5.5 -0.9
SHE SPDR MSCI USA Gender Diversity ETF 6.4 20 20 5.1 -1.3
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.4 60 -20 2.8 -3.6
ABOT Abacus FCF Innovation Leaders ETF 6.3 69 -29 4.5 -1.9
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.3 30 10 4.5 -1.9
VALQ American Century U.S. Quality Value ETF 6.2 29 11 7.7 +1.3
IVES Wedbush ETFMG Global Cloud Technology ETF 6.1 68 -28 15.7 +9.3
JHDV John Hancock U.S. High Dividend ETF 6.1 34 6 6.7 +0.3
LOUP Innovator Deepwater Frontier Tech ETF 6.1 70 -30 1.1 -5.2
GOP Unusual Whales Subversive Republican Trading ETF 6.0 50 -10 5.7 -0.7
EQWL Invesco S&P 100 Equal Weight ETF 6.0 25 15 6.0 -0.4
YLDE ClearBridge Dividend Strategy ESG ETF 5.9 60 -20 5.8 -0.6
AVLV Avantis U.S. Large Cap Value ETF 5.9 15 25 7.9 +1.5
GCOW Pacer Global Cash Cows Dividend ETF 5.9 60 -20 10.9 +4.6
BLCV iShares Large Cap Value Active ETF 5.9 53 -13 7.5 +1.1
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.9 30 10 8.9 +2.5
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.9 40 0 5.4 -1.0
USRD Themes US R&D Champions ETF 5.8 29 11 4.5 -1.9
ACWV iShares MSCI Global Min Vol Factor ETF 5.8 20 20 6.0 -0.4
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.8 19 21 5.3 -1.1
ACVF American Conservative Values ETF 5.8 75 -35 4.4 -2.0
LST Leuthold Select Industries ETF 5.8 91 -51 5.5 -0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.4 0.0
UFO Procure Space ETF 5.7 75 -35 -1.7 -8.1
ROUS Hartford Multifactor US Equity ETF 5.7 19 21 7.3 +0.9
FLQL Franklin LibertyQ U.S. Equity ETF 5.6 15 25 5.5 -0.9
IWX iShares Russell Top 200 Value ETF 5.6 20 20 6.3 -0.1
QTOP iShares Nasdaq Top 30 Stocks ETF 5.5 20 20 4.3 -2.1
SRHQ SRH U.S. Quality ETF 5.4 35 5 7.8 +1.4
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.4 70 -30 4.8 -1.6
WFH Direxion Work From Home ETF 5.4 45 -5 3.9 -2.5
DSTL Distillate US Fundamental Stability & Value ETF 5.4 39 1 8.4 +2.0
LVOL American Century Low Volatility ETF 5.3 29 11 4.8 -1.6
ABEQ Absolute Select Value ETF 5.3 85 -45 4.8 -1.6
QLV FlexShares US Quality Low Volatility Index Fund 5.3 22 18 5.7 -0.7
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -5 5.3 -1.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.2 35 5 7.8 +1.4
ARKK ARK Innovation ETF 5.2 75 -35 -2.4 -8.8
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.2 38 2 7.8 +1.4
PTF Invesco Dorsey Wright Technology Momentum ETF 5.1 60 -20 1.4 -5.0
STXV Strive 1000 Value ETF 5.1 18 22 8.1 +1.8
FBCV Fidelity Blue Chip Value ETF 5.1 59 -19 7.5 +1.1
VLU SPDR S&P 1500 Value Tilt ETF 5.1 12 28 7.6 +1.2
CZAR Themes Natural Monopoly ETF 4.9 35 5 5.5 -0.9
TOGA Tremblant Global ETF 4.9 69 -29 1.5 -4.9
SNPV Xtrackers S&P 500 Value ESG ETF 4.9 15 25 6.8 +0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.9 39 1 12.1 +5.7
QUS SPDR MSCI USA StrategicFactors ETF 4.8 15 25 5.8 -0.6
DURA VanEck Durable High Dividend ETF 4.8 29 11 8.5 +2.1
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.8 19 21 6.4 +0.1
FOVL iShares Focused Value Factor ETF 4.8 25 15 10.1 +3.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.8 79 -39 4.5 -1.8
GSPY Gotham Enhanced 500 ETF 4.8 50 -10 5.4 -1.0
GQQQ Astoria US Quality Growth Kings ETF 4.8 35 5 4.8 -1.6
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.7 18 22 7.8 +1.4
FCTE SMI 3Fourteen Full-Cycle Trend ETF 4.7 85 -45 8.8 +2.4
FELV Fidelity Enhanced Large Cap Value ETF 4.7 18 22 6.8 +0.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.7 25 15 7.2 +0.8
WOMN Impact Shares YWCA Women's Empowerment ETF 4.7 75 -35 5.3 -1.1
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.5 -0.9
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 4.7 60 -20 4.8 -1.6
XLK Technology Select Sector SPDR Fund 4.6 8 32 4.5 -1.9
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 28 9.3 +2.9
MGV Vanguard Mega Cap Value ETF 4.6 7 33 6.7 +0.3
DIV Global X SuperDividend US ETF 4.6 45 -5 11.8 +5.4
DLN WisdomTree U.S. LargeCap Dividend Fund 4.5 28 12 6.0 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 4.5 20 20 4.1 -2.3
CAML Congress Large Cap Growth ETF 4.5 66 -26 3.3 -3.1
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.5 29 11 6.5 +0.1
FLV American Century Focused Large Cap Value ETF 4.5 42 -2 6.8 +0.4
FITE SPDR S&P Kensho Future Security ETF 4.5 45 -5 2.2 -4.2
IUS Invesco RAFI Strategic US ETF 4.5 19 21 6.8 +0.4
PRF Invesco FTSE RAFI US 1000 ETF 4.4 39 1 6.9 +0.5
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.4 50 -10 8.4 +2.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.4 35 5 4.2 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 4.4 25 15 7.3 +0.9
PRXV Praxis Impact Large Cap Value ETF 4.4 36 4 6.6 +0.2
ARTY iShares Future AI & Tech ETF 4.3 47 -7 3.3 -3.1
QQQ Invesco QQQ Trust Series I 4.3 20 20 4.1 -2.3
AIVC Amplify Bloomberg AI Value Chain ETF 4.3 59 -19 6.0 -0.4
QQQM Invesco NASDAQ 100 ETF 4.3 15 25 4.1 -2.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 4.3 49 -9 4.3 -2.1
FTCS First Trust Capital Strength ETF 4.3 55 -15 5.8 -0.5
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.3 38 2 6.3 -0.1
WBIY WBI Power Factor High Dividend ETF 4.2 100 -60 15.1 +8.7
PKW Invesco Buyback Achievers ETF 4.2 62 -22 7.4 +1.0
ARKW ARK Next Generation Internet ETF 4.2 87 -47 -0.5 -6.9
FUNL CornerCap Fundametrics Large-Cap ETF 4.2 50 -10 7.4 +1.0
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.6 +0.2
IPDP Dividend Performers ETF 4.1 122 -82 5.2 -1.2
VYM Vanguard High Dividend Yield Index ETF 4.1 6 34 7.2 +0.8
YALL God Bless America ETF 4.1 65 -25 3.7 -2.7
MAVF Matrix Advisors Value ETF 4.0 75 -35 5.9 -0.5
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 12 6.4 0.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 4.0 58 -18 4.0 -2.4
ICAP InfraCap Equity Income Fund ETF 4.0 171 -131 6.7 +0.3
EMOT First Trust S&P 500 Economic Moat ETF 4.0 60 -20 7.0 +0.6
VONV Vanguard Russell 1000 Value ETF 4.0 7 33 6.6 +0.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.0 60 -20 3.6 -2.8
IWD iShares Russell 1000 Value ETF 4.0 19 21 6.5 +0.1
DFVX Dimensional US Large Cap Vector ETF 4.0 22 18 6.3 -0.1
FTGS First Trust Growth Strength ETF 4.0 60 -20 4.9 -1.5
CHGX AXS Change Finance ESG ETF 4.0 49 -9 4.9 -1.5
EBI Longview Advantage ETF 4.0 35 5 6.7 +0.3
QVAL Alpha Architect US Quantitative Value ETF 3.9 39 1 9.8 +3.4
ABFL Abacus FCF Leaders ETF 3.8 59 -19 5.7 -0.7
ILCV iShares Morningstar Value ETF 3.8 4 36 6.7 +0.3
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 3.8 49 -9 4.5 -1.9
IETC iShares U.S. Tech Independence Focused ETF 3.8 18 22 3.8 -2.6
QMOM Alpha Architect U.S. Quantitative Momentum ETF 3.8 39 1 3.3 -3.1
EPS WisdomTree U.S. LargeCap Fund 3.8 8 32 5.8 -0.6
BLCR iShares Large Cap Core Active ETF 3.7 36 4 3.8 -2.6
ARKQ ARK Autonomous Technology & Robotics ETF 3.7 75 -35 0.4 -6.0
ARKX ARK Space Exploration & Innovation ETF 3.7 75 -35 -0.3 -6.6
ROKT SPDR S&P Kensho Final Frontiers ETF 3.7 45 -5 2.1 -4.3
SRVR Pacer Data & Infrastructure Real Estate ETF 3.7 55 -15 3.8 -2.6
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.7 56 -16 2.5 -3.9
VTV Vanguard Value ETF 3.7 4 36 7.0 +0.6
IVE iShares S&P 500 Value ETF 3.7 18 22 6.3 -0.1
SPYV SPDR Portfolio S&P 500 Value ETF 3.6 4 36 6.4 +0.0
VOOV Vanguard S&P 500 Value ETF 3.6 7 33 6.4 -0.0
NUDV Nuveen ESG Dividend ETF 3.6 26 14 7.7 +1.3
BGDV Bahl & Gaynor Dividend ETF 3.6 45 -5 4.8 -1.6
LOGO Alpha Brands Consumption Leaders ETF 3.6 69 -29 6.3 -0.1
DARP Grizzle Growth ETF 3.6 75 -35 3.0 -3.4
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.6 25 15 6.0 -0.4
GTEK Goldman Sachs Future Tech Leaders Equity ETF 3.6 75 -35 3.1 -3.3
SCHV Schwab U.S. Large-Cap Value ETF 3.6 4 36 6.8 +0.4
USSE Segall Bryant & Hamill Select Equity ETF 3.6 65 -25 4.4 -2.0
MTUM iShares MSCI USA Momentum Factor ETF 3.6 15 25 3.6 -2.8
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.6 12 28 5.8 -0.6
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.6 55 -15 4.2 -2.2
IHAK iShares Cybersecurity & Tech ETF 3.6 47 -7 3.7 -2.7
XDAT Franklin Exponential Data ETF 3.6 50 -10 2.1 -4.2
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 3.5 15 25 4.3 -2.1
CHAT Roundhill Generative AI & Technology ETF 3.5 75 -35 8.0 +1.6
IUSV iShares Core S&P US Value ETF 3.5 4 36 6.5 +0.2
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.5 60 -20 5.6 -0.8
AFLG First Trust Active Factor Large Cap ETF 3.5 55 -15 6.2 -0.2
INRO iShares U.S. Industry Rotation Active ETF 3.5 42 -2 4.7 -1.7
DVY iShares Select Dividend ETF 3.4 38 2 9.3 +2.9
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 7.5 +1.1
HKND Humankind US Stock ETF 3.4 11 29 7.3 +0.9
FFLC Fidelity Fundamental Large Cap Core ETF 3.4 38 2 4.6 -1.8
DHS WisdomTree U.S. High Dividend Fund 3.4 38 2 8.2 +1.8
SSPY Syntax Stratified LargeCap ETF 3.3 30 10 6.7 +0.3
RWL Invesco S&P 500 Revenue ETF 3.3 39 1 6.8 +0.4
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.3 65 -25 6.4 +0.0
QDIV Global X S&P 500 Quality Dividend ETF 3.3 20 20 8.4 +2.0
IGM iShares Expanded Tech Sector ETF 3.2 41 -1 3.9 -2.4
QWLD SPDR MSCI World StrategicFactors ETF 3.2 30 10 6.1 -0.3
FLRG Fidelity U.S. Multifactor ETF 3.2 15 25 7.1 +0.7
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 27 3.2 -3.2
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 5.3 -1.0
EVUS iShares ESG Aware MSCI USA Value ETF 3.1 18 22 6.8 +0.4
AIQ Global X Artificial Intelligence & Technology ETF 3.1 68 -28 3.8 -2.5
FTEC Fidelity MSCI Information Technology Index ETF 3.1 8 32 4.1 -2.3
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.6 -1.8
AVSU Avantis Responsible U.S. Equity ETF 3.1 15 25 6.1 -0.3
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 5.2 -1.2
ARKF ARK Fintech Innovation ETF 3.1 75 -35 -0.5 -6.8
SPYD SPDR Portfolio S&P 500 High Dividend ETF 3.1 7 33 10.0 +3.6
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 11.2 +4.9
KRMA Global X Conscious Companies ETF 3.1 43 -3 5.9 -0.5
SXQG ETC 6 Meridian Quality Growth ETF 3.1 100 -60 4.7 -1.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 3.0 29 11 4.5 -1.9
FDRR Fidelity Dividend ETF for Rising Rates 3.0 15 25 7.2 +0.8
XNTK SPDR NYSE Technology ETF 3.0 35 5 3.8 -2.6
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 4.8 -1.6
SPVM Invesco S&P 500 Value with Momentum ETF 3.0 39 1 8.3 +2.0
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.0 75 -35 4.1 -2.3
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.0 60 -20 7.0 +0.6
RAYD Rayliant Quantitative Developed Market Equity ETF 3.0 80 -40 4.4 -1.9
VFMF Vanguard U.S. Multifactor ETF 2.9 18 22 8.3 +1.9
DGRO iShares Core Dividend Growth ETF 2.9 8 32 6.5 +0.1
FTA First Trust Large Cap Value AlphaDEX Fund 2.9 59 -19 9.1 +2.7
VGT Vanguard Information Technology ETF 2.9 9 31 4.1 -2.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.9 49 -9 6.7 +0.3
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.8 -0.5
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 2.9 15 25 7.5 +1.2
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.9 12 28 4.6 -1.8
BIBL Inspire 100 ETF 2.9 35 5 5.2 -1.2
SPMO Invesco S&P 500 Momentum ETF 2.9 13 27 3.7 -2.7
AGQI First Trust Active Global Quality Income ETF 2.9 85 -45 5.3 -1.1
QLC FlexShares US Quality Large Cap Index Fund 2.9 25 15 5.5 -0.8
WLDR Affinity World Leaders Equity ETF 2.8 67 -27 7.8 +1.4
JAVA JPMorgan Active Value ETF 2.8 44 -4 6.4 +0.0
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 5.2 -1.1
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 2.8 49 -9 4.6 -1.8
DIVS SmartETFs Dividend Builder ETF 2.8 65 -25 5.0 -1.4
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -25 7.4 +1.1
AVUS Avantis U.S. Equity ETF 2.7 15 25 5.9 -0.5
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.7 8 32 5.1 -1.3
NULV Nuveen ESG Large-Cap Value ETF 2.7 26 14 6.3 -0.1
QDEF FlexShares Quality Dividend Defensive Index Fund 2.7 37 3 6.2 -0.2
DEW WisdomTree Global High Dividend Fund 2.7 58 -18 8.7 +2.3
NACP Impact Shares NAACP Minority Empowerment ETF 2.7 49 -9 4.9 -1.5
PFM Invesco Dividend Achievers ETF 2.7 53 -13 5.3 -1.1
LRGF iShares U.S. Equity Factor ETF 2.7 8 32 5.6 -0.8
FFND Future Fund Active ETF 2.7 100 -60 4.4 -2.0
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.1 -1.3
OPTZ Optimize Strategy Index ETF 2.7 50 -10 5.0 -1.4
ONEQ Fidelity Nasdaq Composite Index ETF 2.7 21 19 3.8 -2.6
IXN iShares Global Tech ETF 2.6 41 -1 3.9 -2.5
AIS VistaShares Artificial Intelligence Supercycle ETF 2.6 75 -35 3.6 -2.8
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.6 10 30 5.3 -1.1
BDIV AAM Brentview Dividend Growth ETF 2.6 49 -9 4.6 -1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.6 11 29 5.1 -1.3
LRGC AB US Large Cap Strategic Equities ETF 2.6 48 -8 4.5 -1.9
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 30 4.6 -1.8
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.6 60 -20 7.8 +1.5
FVD First Trust Value Line Dividend Index Fund 2.6 65 -25 6.4 0.0
FDMO Fidelity Momentum Factor ETF 2.6 15 25 3.8 -2.6
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.5 15 25 5.0 -1.4
OEF iShares S&P 100 ETF 2.5 20 20 4.6 -1.8
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.5 49 -9 9.4 +3.0
RFFC ALPS Active Equity Opportunity ETF 2.5 48 -8 4.5 -1.9
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 5.0 -1.4
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -35 2.7 -3.7
HAPY Harbor Human Capital Factor Unconstrained ETF 2.5 50 -10 5.6 -0.7
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.5 61 -21 1.4 -5.0
DCOR Dimensional US Core Equity 1 ETF 2.5 14 26 5.5 -0.9
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.5 27 13 7.0 +0.7
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.5 24 16 8.3 +1.9
HLGE Hartford Longevity Economy ETF 2.4 44 -4 6.6 +0.2
ULVM VictoryShares US Value Momentum ETF 2.4 20 20 7.4 +1.0
APUE ActivePassive U.S. Equity ETF 2.4 45 -5 4.7 -1.7
HLAL Wahed FTSE USA Shariah ETF 2.4 50 -10 4.9 -1.5
CCMG CCM Global Equity ETF 2.4 34 6 8.7 +2.3
IWL iShares Russell Top 200 ETF 2.4 15 25 4.7 -1.7
SPXV ProShares S&P 500 Ex-Health Care ETF 2.4 9 31 4.7 -1.7
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.8 -1.6
FLDZ RiverNorth Patriot ETF 2.4 75 -35 6.1 -0.3
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 2.4 60 -20 5.2 -1.2
VIG Vanguard Dividend Appreciation ETF 2.4 5 35 5.7 -0.7
SDY SPDR S&P Dividend ETF 2.4 35 5 6.7 +0.3
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.9 -1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.3 20 20 5.1 -1.3
SNSR Global X Internet of Things ETF 2.3 68 -28 4.5 -1.9
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.4 -1.0
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 52 -12 9.9 +3.5
AIEQ AI Powered Equity ETF 2.3 75 -35 3.8 -2.6
JVAL JPMorgan U.S. Value Factor ETF 2.3 12 28 8.3 +1.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.3 7 33 4.9 -1.5
HGRO Hedgeye Quality Growth ETF 2.3 70 -30 3.3 -3.1
KLMN Invesco MSCI North America Climate ETF 2.3 9 31 5.1 -1.3
JQUA JPMorgan U.S. Quality Factor ETF 2.3 12 28 6.0 -0.4
MGC Vanguard Mega Cap ETF 2.3 7 33 4.7 -1.7
VUSE Vident U.S. Equity Strategy ETF 2.3 50 -10 4.6 -1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.3 65 -25 3.5 -2.9
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.3 14 26 5.0 -1.4
BKLC BNY Mellon US Large Cap Core Equity ETF 2.2 0 40 5.0 -1.4
RVRB Reverb ETF 2.2 30 10 4.7 -1.7
VOTE TCW Transform 500 ETF 2.2 5 35 5.0 -1.4
SPGP Invesco S&P 500 GARP ETF 2.2 34 6 9.2 +2.8
DEUS Xtrackers Russell US Multifactor ETF 2.2 17 23 7.1 +0.7
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.2 9 31 5.3 -1.1
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.9 -1.5
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.2 20 20 4.8 -1.6
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.2 2 38 5.0 -1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.2 11 29 5.0 -1.4
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 5.9 -0.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 5.8 -0.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 4.8 -1.5
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 -9 3.8 -2.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.2 15 25 4.7 -1.7
DFAC Dimensional U.S. Core Equity 2 ETF 2.1 17 23 5.6 -0.7
VOO Vanguard S&P 500 ETF 2.1 3 37 5.1 -1.3
IVV iShares Core S&P 500 ETF 2.1 3 37 5.0 -1.3
SPY SPDR S&P 500 ETF Trust 2.1 9 31 5.0 -1.4
DGT SPDR Global Dow ETF 2.1 50 -10 7.3 +0.9
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 38 5.1 -1.3
JMOM JPMorgan U.S. Momentum Factor ETF 2.1 12 28 4.6 -1.8
YOKE Yoke Core ETF 2.1 42 -2 4.5 -1.9
RPG Invesco S&P 500 Pure Growth ETF 2.1 35 5 3.2 -3.2
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.2 -1.2
DFAU Dimensional US Core Equity Market ETF 2.1 12 28 5.1 -1.2
AESR Anfield U.S. Equity Sector Rotation ETF 2.1 108 -68 3.2 -3.2
SAGP Strategas Global Policy Opportunities ETF 2.1 65 -25 5.3 -1.1
PBUS Invesco MSCI USA ETF 2.1 4 36 5.0 -1.4
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.8 -0.6
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 4.8 -1.6
BEEX BeeHive ETF 2.1 84 -44 4.3 -2.1
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 5.0 -1.4
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.1 45 -5 4.6 -1.8
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -12 6.6 +0.2
XLG Invesco S&P 500 Top 50 ETF 2.1 20 20 4.5 -1.9
VONE Vanguard Russell 1000 ETF 2.1 7 33 5.0 -1.4
IWB iShares Russell 1000 ETF 2.1 15 25 4.9 -1.5
SPXT ProShares S&P 500 Ex-Technology ETF 2.1 9 31 5.6 -0.7
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.9 -1.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 37 5.2 -1.2
FEX First Trust Large Cap Core AlphaDEX Fund 2.0 59 -19 6.0 -0.4
MODL VictoryShares WestEnd U.S. Sector ETF 2.0 42 -2 4.6 -1.7
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.9 -1.5
VV Vanguard Large-Cap ETF 2.0 4 36 4.9 -1.5
STRV Strive 500 ETF 2.0 5 35 4.9 -1.5
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.0 50 -10 4.2 -2.1
SMRI Bushido Capital US Equity ETF 2.0 71 -31 9.3 +2.9
QGRO American Century U.S. Quality Growth ETF 2.0 29 11 3.6 -2.8
COWS Amplify Cash Flow Dividend Leaders ETF 2.0 0 40 12.0 +5.6
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 -9 5.6 -0.7
LRND IQ U.S. Large Cap R&D Leaders ETF 2.0 14 26 5.4 -1.0
VTHR Vanguard Russell 3000 ETF 2.0 7 33 5.0 -1.4
SYLD Cambria Shareholder Yield ETF 2.0 59 -19 11.7 +5.3
IWV iShares Russell 3000 ETF 2.0 20 20 4.8 -1.5
ITOT iShares Core S&P Total U.S. Stock Market ETF 2.0 3 37 5.0 -1.4
RECS Columbia Research Enhanced Core ETF 2.0 15 25 5.9 -0.5
QUVU Hartford Quality Value ETF 1.9 46 -6 7.3 +0.9
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.9 75 -35 2.9 -3.5
LIVR Intelligent Livermore ETF 1.9 69 -29 6.3 -0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.9 80 -40 6.2 -0.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 0 6.3 -0.1
OUSM ALPS O'Shares US Small-Cap Quality Dividend ETF 1.9 48 -8 8.3 +1.9
TMFX Motley Fool Next Index ETF 1.9 50 -10 2.6 -3.8
VTI Vanguard Total Stock Market ETF 1.9 3 37 5.0 -1.4
SCHX Schwab U.S. Large-Cap ETF 1.9 3 37 5.1 -1.3
FVAL Fidelity Value Factor ETF 1.9 15 25 7.1 +0.7
SCHK Schwab 1000 Index ETF 1.9 5 35 5.1 -1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 1.9 25 15 5.4 -1.0
SPLV Invesco S&P 500 Low Volatility ETF 1.8 25 15 5.3 -1.1
BNGE First Trust S-Network Streaming and Gaming ETF 1.8 70 -30 2.8 -3.6
JSTC Adasina Social Justice All Cap Global ETF 1.8 89 -49 4.8 -1.6
DSI iShares MSCI KLD 400 Social ETF 1.8 25 15 4.9 -1.5
FDLS Inspire Fidelis Multi Factor ETF 1.8 76 -36 5.4 -1.0
RSP Invesco S&P 500 Equal Weight ETF 1.8 20 20 6.4 +0.1
DXUV Dimensional US Vector Equity ETF 1.8 28 12 6.3 -0.0
SCHB Schwab U.S. Broad Market ETF 1.8 3 37 5.1 -1.3
FEGE First Eagle Global Equity ETF 1.8 79 -39 7.0 +0.6
GLBL Pacer MSCI World Industry Advantage ETF 1.8 65 -25 4.3 -2.1
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.9 -1.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.8 20 20 5.8 -0.6
FQAL Fidelity Quality Factor ETF 1.8 15 25 5.7 -0.6
DGRW WisdomTree US Quality Dividend Growth Fund 1.8 28 12 5.5 -0.9
VOT Vanguard Mid-Cap Growth ETF 1.8 7 33 3.6 -2.8
RPV Invesco S&P 500 Pure Value ETF 1.7 35 5 10.7 +4.3
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -39 4.2 -2.2
KOKU Xtrackers MSCI Kokusai Equity ETF 1.7 9 31 5.3 -1.1
PDP Invesco Dorsey Wright Momentum ETF 1.7 62 -22 4.1 -2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.7 12 28 5.2 -1.2
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -7 5.4 -1.0
IQM Franklin Intelligent Machines ETF 1.7 50 -10 2.1 -4.3
LCLG Logan Capital Broad Innovative Growth ETF 1.7 99 -59 4.2 -2.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.7 9 31 6.1 -0.3
EUSA iShares MSCI USA Equal Weighted ETF 1.6 9 31 6.1 -0.3
NULG Nuveen ESG Large-Cap Growth ETF 1.6 26 14 3.3 -3.1
DFSU Dimensional US Sustainability Core 1 ETF 1.6 18 22 5.5 -0.9
STXM Strive Mid-Cap ETF 1.6 18 22 6.4 +0.0
ONEO SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 7.1 +0.7
TMFC Motley Fool 100 Index ETF 1.6 50 -10 3.6 -2.8
SIZE iShares MSCI USA Size Factor ETF 1.6 15 25 5.9 -0.5
TTAC FCF US Quality ETF 1.6 59 -19 6.1 -0.3
TOK iShares MSCI Kokusai ETF 1.6 26 14 5.2 -1.2
FDVV Fidelity High Dividend ETF 1.6 15 25 7.8 +1.4
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 5.9 -0.5
RND First Trust Bloomberg R&D Leaders ETF 1.6 60 -20 3.7 -2.7
DIA SPDR Dow Jones Industrial Average ETF Trust 1.6 16 24 5.5 -0.8
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.5 58 -18 4.8 -1.6
GLOF iShares Global Equity Factor ETF 1.5 20 20 6.7 +0.4
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 -19 2.8 -3.6
JEPI JPMorgan Equity Premium Income ETF 1.5 35 5 5.5 -0.8
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.5 4 36 6.2 -0.1
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.5 15 25 6.1 -0.3
TXS Texas Capital Texas Equity Index ETF 1.5 49 -9 5.7 -0.7
URTH iShares MSCI World ETF 1.5 24 16 5.2 -1.1
LEAD Siren DIVCON Leaders Dividend ETF 1.5 43 -3 4.4 -2.0
BGRO iShares Large Cap Growth Active ETF 1.5 55 -15 3.1 -3.3
VBK Vanguard Small-Cap Growth ETF 1.5 7 33 2.0 -4.4
THRO iShares U.S. Thematic Rotation Active ETF 1.5 90 -50 4.0 -2.4
DUHP Dimensional US High Profitability ETF 1.5 21 19 6.4 0.0
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.5 10 30 5.0 -1.4
TAX Cambria Tax Aware ETF 1.5 49 -9 5.2 -1.2
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -27 10.1 +3.7
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.8 -3.6
XT iShares Exponential Technologies ETF 1.5 46 -6 4.8 -1.6
CGGR Capital Group Growth ETF 1.5 39 1 3.2 -3.1
QUAL iShares MSCI USA Quality Factor ETF 1.4 15 25 5.3 -1.1
ONEV SPDR Russell 1000 Low Volatility Focus ETF 1.4 20 20 7.8 +1.4
BFOR ALPS Barron's 400 ETF 1.4 65 -25 6.1 -0.3
GVLU Gotham 1000 Value ETF 1.4 50 -10 9.0 +2.6
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.7 -2.7
SMOT VanEck Morningstar SMID Moat ETF 1.4 49 -9 6.7 +0.3
FDWM Fidelity Women's Leadership ETF 1.4 59 -19 5.0 -1.4
SFYF SoFi Social 50 ETF 1.4 29 11 0.3 -6.1
PSET Principal Quality ETF 1.4 15 25 5.3 -1.0
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 5.0 -1.4
NIXT Research Affiliates Deletions ETF 1.4 9 31 8.8 +2.4
SUSA iShares MSCI USA ESG Select ETF 1.3 25 15 4.9 -1.5
ACWI iShares MSCI ACWI ETF 1.3 32 8 5.7 -0.7
SFY SoFi Select 500 ETF 1.3 0 40 4.5 -1.9
QNXT iShares Nasdaq-100 ex Top 30 ETF 1.3 20 20 4.2 -2.2
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.3 68 -28 2.4 -4.0
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.8 +0.4
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.6 +3.2
SUSL iShares ESG MSCI USA Leaders ETF 1.3 10 30 5.0 -1.4
FDTX Fidelity Disruptive Technology ETF 1.3 50 -10 2.6 -3.8
QTUM Defiance Quantum ETF 1.3 40 0 5.4 -1.0
DEMZ Democratic Large Cap Core ETF 1.3 45 -5 4.5 -1.8
VT Vanguard Total World Stock ETF 1.2 6 34 6.0 -0.4
RDVY First Trust Rising Dividend Achievers ETF 1.2 50 -10 7.5 +1.1
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 7.6 +1.2
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.2 -0.2
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.2 9 31 5.9 -0.5
KOMP SPDR S&P Kensho New Economies Composite ETF 1.2 20 20 2.7 -3.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.2 25 15 5.4 -1.0
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.2 45 -5 4.5 -1.9
PTL Inspire 500 ETF 1.2 9 31 5.4 -1.0
TMAT Main Thematic Innovation ETF 1.2 164 -124 -1.4 -7.8
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 5.2 -1.2
GINX SGI Enhanced Global Income ETF 1.2 98 -58 7.0 +0.6
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 30 4.4 -1.9
SFYX SoFi Next 500 ETF 1.1 0 40 6.0 -0.4
LGRO Level Four Large Cap Growth Active ETF 1.1 55 -15 3.8 -2.6
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 4.6 -1.8
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -20 4.2 -2.2
LOWV AB US Low Volatility Equity ETF 1.1 48 -8 5.2 -1.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 20 6.3 -0.0
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.3 +0.9
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.7 -2.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.1 7 33 6.2 -0.2
LCF Touchstone US Large Cap Focused ETF 1.1 69 -29 4.3 -2.1
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 1.1 38 2 10.1 +3.7
DIVG Invesco S&P 500 High Dividend Growers ETF 1.1 39 1 8.5 +2.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.1 18 22 8.9 +2.5
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.1 35 5 7.3 +0.9
IWS iShares Russell Mid-Cap Value ETF 1.0 23 17 6.8 +0.5
MDYV SPDR S&P 400 Mid Cap Value ETF 1.0 15 25 8.9 +2.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.0 64 -24 2.4 -4.0
WAR U.S. Global Tech and Aerospace & Defense ETF 1.0 60 -20 3.5 -2.9
BGIG Bahl & Gaynor Income Growth ETF 1.0 45 -5 5.4 -1.0
ISCG iShares Morningstar Small-Cap Growth ETF 1.0 6 34 3.0 -3.4
HAIL SPDR S&P Kensho Smart Mobility ETF 1.0 45 -5 1.0 -5.4
FSMD Fidelity Small-Mid Multifactor ETF 1.0 15 25 7.3 +0.9
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.0 10 30 8.9 +2.6
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.0 20 20 6.0 -0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 1.0 20 20 4.8 -1.6
DFAT Dimensional U.S. Targeted Value ETF 1.0 28 12 9.5 +3.2
WCEO Hypatia Women CEO ETF 1.0 85 -45 4.4 -2.0
PY Principal Value ETF 1.0 15 25 7.4 +1.0
VB Vanguard Small-Cap ETF 1.0 5 35 6.2 -0.2
RGEF Rockefeller Global Equity ETF 1.0 55 -15 4.9 -1.5
SMMD iShares Russell 2500 ETF 1.0 15 25 6.4 +0.0
WRND IQ Global Equity R&D Leaders ETF 1.0 18 22 8.4 +2.0
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 4.1 -2.3
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.9 -1.5
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.0 15 25 8.1 +1.7
IMCV iShares Morningstar Mid-Cap Value ETF 0.9 6 34 8.2 +1.8
XITK SPDR FactSet Innovative Technology ETF 0.9 45 -5 -0.3 -6.7
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 23 5.9 -0.5
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 4 4.1 -2.3
IOO iShares Global 100 ETF 0.9 41 -1 5.0 -1.4
JHMM John Hancock Multifactor Mid Cap ETF 0.9 42 -2 6.5 +0.1
XJH iShares ESG Screened S&P Mid-Cap ETF 0.9 12 28 7.3 +0.9
VUG Vanguard Growth ETF 0.9 4 36 4.1 -2.3
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.9 9 31 5.0 -1.4
STXG Strive 1000 Growth ETF 0.8 18 22 3.9 -2.4
VAMO Cambria Value & Momentum ETF 0.8 61 -21 6.3 -0.0
VOOG Vanguard S&P 500 Growth ETF 0.8 7 33 4.2 -2.2
SPYG SPDR Portfolio S&P 500 Growth ETF 0.8 4 36 4.2 -2.2
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.9 +4.6
IVW iShares S&P 500 Growth ETF 0.8 18 22 4.0 -2.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.8 15 25 4.6 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 0.8 24 16 7.3 +0.9
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 36 4.2 -2.1
IJH iShares Core S&P Mid-Cap ETF 0.8 5 35 7.5 +1.1
IWR iShares Russell Midcap ETF 0.8 19 21 5.9 -0.5
ANEW ProShares MSCI Transformational Changes ETF 0.8 45 -5 6.1 -0.3
VO Vanguard Mid-Cap ETF 0.8 4 36 5.9 -0.5
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 5.1 -1.3
EZM WisdomTree U.S. MidCap Fund 0.8 38 2 9.3 +2.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.5 +1.2
IVOO Vanguard S&P Mid-Cap 400 ETF 0.8 7 33 7.5 +1.1
VOLT Tema Electrification ETF 0.8 75 -35 2.8 -3.6
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.8 3 37 7.6 +1.2
FELG Fidelity Enhanced Large Cap Growth ETF 0.8 18 22 4.8 -1.6
WTAI WisdomTree Artificial Intelligence and Innovation Fund 0.8 45 -5 2.9 -3.5
SMLF iShares U.S. SmallCap Equity Factor ETF 0.8 15 25 6.3 -0.1
CVAR Cultivar ETF 0.8 87 -47 6.9 +0.5
EGUS iShares ESG Aware MSCI USA Growth ETF 0.8 18 22 4.1 -2.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 4.4 -1.9
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.8 +0.5
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.7 70 -30 4.9 -1.5
AVUQ Avantis U.S. Quality ETF 0.7 15 25 4.8 -1.5
MAGA Point Bridge America First ETF 0.7 72 -32 6.1 -0.3
VXF Vanguard Extended Market ETF 0.7 5 35 4.8 -1.5
ISCB iShares Morningstar Small-Cap ETF 0.7 4 36 6.2 -0.2
NUSC Nuveen ESG Small-Cap ETF 0.7 31 9 5.5 -0.9
JOET Virtus Terranova US Quality Momentum ETF 0.7 29 11 4.8 -1.6
FNY First Trust Mid Cap Growth AlphaDEX Fund 0.7 70 -30 3.1 -3.3
FFOX FundX Future Fund Opportunities ETF 0.7 100 -60 4.4 -2.0
TRFM AAM Transformers ETF 0.7 49 -9 1.5 -4.9
AVUV Avantis U.S. Small Cap Value ETF 0.7 25 15 10.2 +3.8
QGRW WisdomTree U.S. Quality Growth Fund 0.6 28 12 4.2 -2.2
VBR Vanguard Small Cap Value ETF 0.6 7 33 9.2 +2.8
BLES Inspire Global Hope ETF 0.6 61 -21 6.8 +0.4
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.9 +1.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.6 4 36 4.0 -2.4
JGRO JPMorgan Active Growth ETF 0.6 44 -4 3.5 -2.9
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -20 4.3 -2.1
IJK iShares S&P Mid-Cap 400 Growth ETF 0.6 17 23 6.1 -0.3
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.6 -1.8
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.6 10 30 6.0 -0.4
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.6 12 28 4.5 -1.8
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 22 7.0 +0.6
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.6 15 25 6.1 -0.3
DFAS Dimensional U.S. Small Cap ETF 0.6 26 14 6.6 +0.3
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.8 -2.6
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.2 -0.2
ONEY SPDR Russell 1000 Yield Focus ETF 0.6 20 20 9.6 +3.3
SQLV Royce Quant Small-Cap Quality Value ETF 0.6 60 -20 9.8 +3.5
IMCB iShares Morningstar Mid-Cap ETF 0.5 4 36 6.1 -0.3
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.3 -2.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -2.7 -9.0
DON WisdomTree U.S. MidCap Dividend Fund 0.5 38 2 8.9 +2.5
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 0.6 -5.8
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.4 -0.0
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.5 +3.1
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.5 65 -25 2.2 -4.2
IWF iShares Russell 1000 Growth ETF 0.5 19 21 4.4 -2.0
VONG Vanguard Russell 1000 Growth ETF 0.5 7 33 4.6 -1.8
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.5 -0.9
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.4 30 10 8.4 +2.0
FMDE Fidelity Enhanced Mid Cap ETF 0.4 23 17 5.8 -0.5
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.9 -1.5
FYC First Trust Small Cap Growth AlphaDEX Fund 0.4 71 -31 0.5 -5.9
FNDA Schwab Fundamental US Small Co. Index ETF 0.4 25 15 8.0 +1.6
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.4 -0.0
BUZZ VanEck Social Sentiment ETF 0.3 75 -35 0.0 -6.4
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.4 +3.0
ISCV iShares Morningstar Small Cap Value ETF 0.3 6 34 9.4 +3.0
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 6.3 -0.1
FBCG Fidelity Blue Chip Growth ETF 0.3 59 -19 2.9 -3.5
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.2 -2.2
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.3 39 1 6.6 +0.2
LQPE PEO AlphaQuest Thematic PE ETF 0.3 125 -85 5.5 -0.9
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.2 -3.2
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.3 25 15 8.1 +1.8
FNX First Trust Mid Cap Core AlphaDEX Fund 0.3 60 -20 7.7 +1.3
TECB iShares U.S. Tech Breakthrough Multisector ETF 0.2 40 0 3.6 -2.8
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.8 +1.4
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 6.1 -0.3
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2 6 34 4.1 -2.3
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 20 8.8 +2.5
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 10.4 +4.0
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.0 +0.6
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.2 52 -12 5.5 -0.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.2 58 -18 5.4 -0.9
IWP iShares Russell Mid-Cap Growth ETF 0.2 23 17 3.5 -2.9
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.2 12 28 7.6 +1.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.2 4 36 6.2 -0.2
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 9.1 +2.7
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.5 -3.9
STXK Strive Small-Cap ETF 0.1 18 22 6.2 -0.2
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 6.4 +0.0
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.4 -0.0

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

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RESULTS & ESTIMATES

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

 

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

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

OTHER FUNDAMENTAL METRICS

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

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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

Historical valuation trends

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

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

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 15.6 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.4 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.65 CATEGORY
AVERAGE		 1.59
 
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.