iShares U.S. Telecommunications ETF
ALTAR
Score™		 5.9% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 18.6x P/Sales
ratio		 2.4x
P/BV
ratio		 2.6x Div.
yield		 2.6%


  • 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) $611
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 20
Wgt avg mkt cap (mns) $124,293
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 17.7 %
AT&T INC 14.2 %
VERIZON COMMUNICATIONS INC 12.8 %
ARISTA NETWORKS, INC. 6.1 %
LUMENTUM HOLDINGS INC 5.5 %
CIENA CORP 5.4 %
UBIQUITI INC. 4.8 %
T-MOBILE US, INC. 4.4 %
MOTOROLA SOLUTIONS 4.4 %
COMCAST CORP-CL A 4.1 %
Total 79.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 87.5 %
LUXEMBOURG 3.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru August 31)
Year-to-date 1 year 5 years 10 years Since Incep.
17.7% 34.6% 3.8% 3.3% 0.2%

Market Correlations
versus... Beta R-squared
S&P500 0.96 60%
MSCI EAFE 0.65 32%
MSCI Emg. Mkts. 0.45 16%

Technical Indicators
Recent close $32.14
30d moving avg. $30.96
Annualized volatility 18.8%
Short interest (ETF) 1.8%
Short interest (Underlying) 3.2%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 504
Turnover 2.7%
Bid/Ask (% of price) 0.05%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 630 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™: 5.9%


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 39.8 35 5 2.0 -3.9
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 21.5 40 0 5.2 -0.7
FCOM Fidelity MSCI Communication Services Index ETF 19.7 8 32 4.3 -1.6
KNCT Invesco Next Gen Connectivity ETF 18.7 40 0 4.7 -1.2
XLC Communication Services Select Sector SPDR Fund 18.5 8 32 4.8 -1.1
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 18.2 41 -1 5.9 +0.0
DJD Invesco Dow Jones Industrial Average Dividend ETF 15.5 7 33 7.4 +1.5
VOX Vanguard Communication Services ETF 15.4 9 31 4.4 -1.6
SIXG Defiance Connective Technologies ETF 15.3 30 10 3.5 -2.5
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF 13.8 5 35 8.0 +2.1
VLUE iShares MSCI USA Value Factor ETF 13.5 15 25 9.4 +3.5
TRFK Pacer Data and Digital Revolution ETF 12.7 60 -20 2.8 -3.1
PWV Invesco Large Cap Value ETF 12.6 55 -15 7.0 +1.1
IXP iShares Global Comm Services ETF 12.6 42 -2 5.3 -0.6
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.5 80 -40 6.7 +0.8
XPND First Trust Expanded Technology ETF 12.4 65 -25 3.8 -2.1
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.3 15 25 6.6 +0.7
FDCF Fidelity Disruptive Communications ETF 12.2 50 -10 2.6 -3.3
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.5 50 -10 5.3 -0.7
FDN First Trust Dow Jones Internet Index Fund 11.1 52 -12 3.0 -2.9
FDND FT Vest Dow Jones Internet & Target Income ETF 11.1 75 -35 2.9 -3.0
MDLV Morgan Dempsey Large Cap Value ETF 10.4 58 -18 7.4 +1.5
UDI USCF Dividend Income Fund 10.4 65 -25 8.1 +2.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.3 47 -7 5.8 -0.1
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.6 +0.7
FDL First Trust Morningstar Dividend Leaders Index Fund 10.2 45 -5 10.6 +4.7
AUSF Global X Adaptive U.S. Factor ETF 10.1 27 13 8.8 +2.9
SPRX Spear Alpha ETF 9.9 75 -35 0.2 -5.7
SDOG ALPS Sector Dividend Dogs ETF 9.7 36 4 9.4 +3.5
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.5 15 25 8.8 +2.9
OUSA ALPS O'Shares U.S. Quality Dividend ETF 9.4 48 -8 6.0 +0.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.0 29 11 6.5 +0.6
RAFE PIMCO RAFI ESG U.S. ETF 8.9 29 11 7.0 +1.1
ITAN Sparkline Intangible Value ETF 8.8 50 -10 6.5 +0.6
BRIF FIS Bright Portfolios Focused Equity ETF 8.6 65 -25 4.8 -1.1
DIVB iShares Core Dividend ETF 8.4 5 35 8.1 +2.2
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 8.3 75 -35 5.3 -0.6
CIBR First Trust NASDAQ Cybersecurity ETF 8.1 60 -20 4.0 -1.9
NXTG First Trust Indxx NextG ETF 8.1 70 -30 5.2 -0.7
EQIN Columbia US Equity Income ETF 8.1 35 5 6.9 +1.0
SKYY First Trust Cloud Computing ETF 8.1 60 -20 2.7 -3.2
TBG TBG Dividend Focus ETF 8.0 59 -19 7.9 +2.0
VEGN US Vegan Climate ETF 7.9 60 -20 4.4 -1.5
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.6 -0.3
SCHD Schwab US Dividend Equity ETF 7.8 6 34 9.8 +3.9
USMV iShares MSCI USA Min Vol Factor ETF 7.7 15 25 5.8 -0.1
COWZ Pacer US Cash Cows 100 ETF 7.6 49 -9 9.5 +3.6
REVS Columbia Research Enhanced Value ETF 7.6 19 21 7.6 +1.7
EQAL Invesco Russell 1000 Equal Weight ETF 7.5 20 20 6.8 +0.9
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.5 29 11 6.2 +0.3
HDV iShares Core High Dividend ETF 7.1 8 32 7.2 +1.3
CRTC Xtrackers US National Critical Technologies ETF 7.1 35 5 4.7 -1.2
OALC OneAscent Large Cap Core ETF 7.1 86 -46 4.0 -1.9
SPDV AAM S&P 500 High Dividend Value ETF 7.0 29 11 10.5 +4.6
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.0 18 22 5.9 -0.0
USMF WisdomTree U.S. Multifactor Fund 7.0 28 12 7.0 +1.1
DIVY Sound Equity Dividend Income ETF 7.0 45 -5 9.7 +3.8
ROE Astoria US Quality Kings ETF 6.8 49 -9 6.5 +0.6
VFMV Vanguard U.S. Minimum Volatility ETF 6.8 13 27 5.7 -0.2
AIEQ AI Powered Equity ETF 6.8 75 -35 3.7 -2.2
SPVU Invesco S&P 500 Enhanced Value ETF 6.7 13 27 10.1 +4.2
FDLO Fidelity Low Volatility Factor ETF 6.6 15 25 5.3 -0.6
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.6 30 10 4.3 -1.6
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.5 60 -20 4.6 -1.3
SRHQ SRH U.S. Quality ETF 6.5 35 5 7.5 +1.6
DFLV Dimensional US Large Cap Value ETF 6.5 22 18 7.8 +1.9
LOUP Innovator Deepwater Frontier Tech ETF 6.5 70 -30 1.1 -4.8
IVES Wedbush ETFMG Global Cloud Technology ETF 6.5 68 -28 6.7 +0.8
USRD Themes US R&D Champions ETF 6.5 29 11 4.5 -1.4
LYLD Cambria Large Cap Shareholder Yield ETF 6.4 59 -19 9.5 +3.6
EDOW First Trust Dow 30 Equal Weight ETF 6.4 50 -10 5.4 -0.5
SPMV Invesco S&P 500 Minimum Variance ETF 6.4 10 30 5.3 -0.6
ACSI American Customer Satisfaction ETF 6.4 65 -25 4.7 -1.2
DFUV Dimensional US Marketwide Value ETF 6.3 22 18 7.5 +1.6
FLQL Franklin LibertyQ U.S. Equity ETF 6.2 15 25 5.2 -0.7
ACVF American Conservative Values ETF 6.2 75 -35 4.3 -1.6
GOP Unusual Whales Subversive Republican Trading ETF 6.2 50 -10 5.5 -0.4
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.2 60 -20 3.4 -2.5
FMTM MarketDesk Focused U.S. Momentum ETF 6.1 45 -5 3.6 -2.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 6.1 65 -25 4.7 -1.2
UFO Procure Space ETF 6.1 75 -35 0.2 -5.7
FPAG FPA Global Equity ETF 6.0 49 -9 5.7 -0.2
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.9 19 21 5.3 -0.6
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.5 +0.6
VALQ American Century U.S. Quality Value ETF 5.9 29 11 7.7 +1.8
AVLV Avantis U.S. Large Cap Value ETF 5.8 15 25 7.7 +1.8
ARTY iShares Future AI & Tech ETF 5.8 47 -7 3.5 -2.4
QVAL Alpha Architect US Quantitative Value ETF 5.8 39 1 9.6 +3.7
ACWV iShares MSCI Global Min Vol Factor ETF 5.8 20 20 6.2 +0.3
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.8 30 10 9.0 +3.1
SHE SPDR MSCI USA Gender Diversity ETF 5.7 20 20 5.0 -0.9
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.0 +0.1
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.7 70 -30 4.8 -1.1
GCOW Pacer Global Cash Cows Dividend ETF 5.6 60 -20 11.0 +5.1
ROUS Hartford Multifactor US Equity ETF 5.6 19 21 7.0 +1.1
CAML Congress Large Cap Growth ETF 5.6 66 -26 3.4 -2.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.6 45 -5 5.4 -0.5
SHRY First Trust Bloomberg Shareholder Yield ETF 5.6 60 -20 8.1 +2.2
YLDE ClearBridge Dividend Strategy ESG ETF 5.5 60 -20 5.7 -0.2
BLCV iShares Large Cap Value Active ETF 5.5 53 -13 7.3 +1.4
LVOL American Century Low Volatility ETF 5.5 29 11 4.9 -1.0
ARB AltShares Merger Arbitrage ETF 5.5 77 -37 4.2 -1.7
EQWL Invesco S&P 100 Equal Weight ETF 5.5 25 15 6.2 +0.3
WFH Direxion Work From Home ETF 5.5 45 -5 3.8 -2.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.4 15 25 4.1 -1.8
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.3 35 5 7.8 +1.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.3 38 2 7.8 +1.9
SXQG ETC 6 Meridian Quality Growth ETF 5.3 100 -60 4.6 -1.3
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 18 5.6 -0.3
WBIY WBI Power Factor High Dividend ETF 5.1 100 -60 14.8 +8.9
ABEQ Absolute Select Value ETF 5.1 85 -45 4.7 -1.2
DSTL Distillate US Fundamental Stability & Value ETF 5.1 39 1 8.2 +2.3
QTOP iShares Nasdaq Top 30 Stocks ETF 5.0 20 20 4.0 -1.9
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.0 85 -45 8.6 +2.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 5.0 40 0 5.5 -0.4
RDIV Invesco S&P Ultra Dividend Revenue ETF 5.0 39 1 11.5 +5.6
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 5.0 79 -39 4.4 -1.5
BIBL Inspire 100 ETF 5.0 35 5 5.1 -0.8
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 25 6.7 +0.8
FBCV Fidelity Blue Chip Value ETF 4.9 59 -19 7.3 +1.4
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 7.6 +1.7
CZAR Themes Natural Monopoly ETF 4.9 35 5 5.7 -0.3
DURA VanEck Durable High Dividend ETF 4.8 29 11 8.6 +2.7
IWX iShares Russell Top 200 Value ETF 4.8 20 20 6.2 +0.3
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 4.8 50 -10 8.1 +2.2
QUS SPDR MSCI USA StrategicFactors ETF 4.8 15 25 5.7 -0.2
FELV Fidelity Enhanced Large Cap Value ETF 4.8 18 22 6.7 +0.8
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 4.7 60 -20 3.9 -2.0
WOMN Impact Shares YWCA Women's Empowerment ETF 4.7 75 -35 5.4 -0.5
VLU SPDR S&P 1500 Value Tilt ETF 4.7 12 28 7.4 +1.5
DLN WisdomTree U.S. LargeCap Dividend Fund 4.7 28 12 5.9 +0.0
DIV Global X SuperDividend US ETF 4.6 45 -5 11.9 +6.0
STXV Strive 1000 Value ETF 4.6 18 22 8.0 +2.1
FTGS First Trust Growth Strength ETF 4.6 60 -20 5.0 -1.0
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 4.6 49 -9 4.4 -1.5
FLV American Century Focused Large Cap Value ETF 4.6 42 -2 6.6 +0.7
XLK Technology Select Sector SPDR Fund 4.6 8 32 4.4 -1.5
DARP Grizzle Growth ETF 4.5 75 -35 2.8 -3.1
GQQQ Astoria US Quality Growth Kings ETF 4.5 35 5 4.6 -1.3
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 4.5 15 25 5.6 -0.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 11 6.4 +0.5
NBCC Neuberger Berman Next Generation Connected Consumer ETF 4.4 56 -16 0.3 -5.6
FNDX Schwab Fundamental US Large Co. Index ETF 4.4 25 15 7.1 +1.2
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.3 49 -9 4.6 -1.3
LST Leuthold Select Industries ETF 4.3 91 -51 5.0 -1.0
MGV Vanguard Mega Cap Value ETF 4.3 7 33 6.6 +0.7
TOGA Tremblant Global ETF 4.2 69 -29 1.8 -4.1
CHGX AXS Change Finance ESG ETF 4.2 49 -9 4.8 -1.1
ARKK ARK Innovation ETF 4.2 75 -35 -2.5 -8.4
PRXV Praxis Impact Large Cap Value ETF 4.2 36 4 6.5 +0.6
IUS Invesco RAFI Strategic US ETF 4.1 19 21 6.8 +0.9
PRF Invesco FTSE RAFI US 1000 ETF 4.1 39 1 6.7 +0.8
FTCS First Trust Capital Strength ETF 4.1 55 -15 5.9 -0.0
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.1 60 -20 3.6 -2.3
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 12 6.3 +0.4
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.5 +0.6
FNDB Schwab Fundamental US Broad Market Index ETF 4.1 25 15 7.2 +1.3
XDAT Franklin Exponential Data ETF 4.1 50 -10 2.1 -3.9
QQMG Invesco ESG NASDAQ 100 ETF 4.1 20 20 4.1 -1.8
GSPY Gotham Enhanced 500 ETF 4.1 50 -10 5.2 -0.7
USSE Segall Bryant & Hamill Select Equity ETF 4.1 65 -25 4.3 -1.7
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 4.2 -1.7
BLCR iShares Large Cap Core Active ETF 4.0 36 4 3.5 -2.4
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.0 38 2 6.3 +0.4
WTV WisdomTree US Value Fund of Benef Interest 3.9 12 28 8.9 +3.0
VFMO Vanguard U.S. Momentum Factor ETF 3.9 13 27 2.9 -3.0
MAVF Matrix Advisors Value ETF 3.9 75 -35 5.6 -0.3
FUNL CornerCap Fundametrics Large-Cap ETF 3.9 50 -10 7.2 +1.3
BGDV Bahl & Gaynor Dividend ETF 3.9 45 -5 4.6 -1.3
EPS WisdomTree U.S. LargeCap Fund 3.9 8 32 5.6 -0.3
IETC iShares U.S. Tech Independence Focused ETF 3.9 18 22 3.6 -2.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.8 49 -9 3.7 -2.2
INCE Franklin Income Equity Focus ETF 3.8 29 11 5.6 -0.3
EMOT First Trust S&P 500 Economic Moat ETF 3.8 60 -20 7.9 +2.0
QQQ Invesco QQQ Trust Series I 3.8 20 20 4.0 -1.9
QQQM Invesco NASDAQ 100 ETF 3.8 15 25 4.0 -1.9
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.8 25 15 5.5 -0.5
SPLV Invesco S&P 500 Low Volatility ETF 3.8 25 15 5.4 -0.5
VYM Vanguard High Dividend Yield Index ETF 3.8 6 34 7.0 +1.1
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 15 5.8 -0.1
DFVX Dimensional US Large Cap Vector ETF 3.7 22 18 6.2 +0.3
DHS WisdomTree U.S. High Dividend Fund 3.7 38 2 8.1 +2.2
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.3 -1.6
FTEC Fidelity MSCI Information Technology Index ETF 3.6 8 32 3.9 -2.0
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.6 58 -18 4.2 -1.7
FFLC Fidelity Fundamental Large Cap Core ETF 3.6 38 2 4.5 -1.4
SGLC SGI U.S. Large Cap Core ETF 3.6 85 -45 3.9 -2.0
EBI Longview Advantage ETF 3.6 35 5 6.5 +0.6
ARKW ARK Next Generation Internet ETF 3.6 87 -47 -0.3 -6.2
FFND Future Fund Active ETF 3.6 100 -60 4.2 -1.7
ILCV iShares Morningstar Value ETF 3.5 4 36 6.4 +0.5
VTV Vanguard Value ETF 3.5 4 36 6.8 +0.9
IWD iShares Russell 1000 Value ETF 3.5 19 21 6.4 +0.5
VONV Vanguard Russell 1000 Value ETF 3.5 7 33 6.5 +0.6
FLRG Fidelity U.S. Multifactor ETF 3.5 15 25 6.9 +1.0
SCHV Schwab U.S. Large-Cap Value ETF 3.4 4 36 6.7 +0.8
DDIV First Trust Dorsey Wright Momentum & Dividend ETF 3.4 60 -20 6.8 +0.9
QWLD SPDR MSCI World StrategicFactors ETF 3.4 30 10 5.9 0.0
VOOV Vanguard S&P 500 Value ETF 3.4 7 33 6.3 +0.4
IVE iShares S&P 500 Value ETF 3.4 18 22 6.2 +0.3
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -15 4.3 -1.7
SPYV SPDR Portfolio S&P 500 Value ETF 3.4 4 36 6.3 +0.4
OPTZ Optimize Strategy Index ETF 3.4 50 -10 4.6 -1.3
DVY iShares Select Dividend ETF 3.4 38 2 9.0 +3.1
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.3 75 -35 2.8 -3.1
HKND Humankind US Stock ETF 3.3 11 29 7.1 +1.2
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.6 +1.7
QGRO American Century U.S. Quality Growth ETF 3.3 29 11 3.5 -2.4
IUSV iShares Core S&P US Value ETF 3.3 4 36 6.4 +0.5
AVSU Avantis Responsible U.S. Equity ETF 3.2 15 25 5.9 0.0
AFLG First Trust Active Factor Large Cap ETF 3.2 55 -15 6.2 +0.3
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 25 7.6 +1.7
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.7 +1.8
FELC Fidelity Enhanced Large Cap Core ETF 3.2 18 22 5.1 -0.8
IGM iShares Expanded Tech Sector ETF 3.2 41 -1 3.7 -2.2
KRMA Global X Conscious Companies ETF 3.2 43 -3 5.8 -0.1
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF 3.2 12 28 5.8 -0.1
FDMO Fidelity Momentum Factor ETF 3.2 15 25 3.6 -2.3
PUI Invesco Dorsey Wright Utilities Momentum ETF 3.2 60 -20 5.3 -0.7
QLC FlexShares US Quality Large Cap Index Fund 3.2 25 15 5.3 -0.7
QDIV Global X S&P 500 Quality Dividend ETF 3.1 20 20 8.8 +2.9
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 -35 4.0 -1.9
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.5 -1.4
CHAT Roundhill Generative AI & Technology ETF 3.1 75 -35 8.8 +2.9
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 25 6.9 +1.0
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 10.8 +4.9
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 5.1 -0.8
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.8 +0.9
SSPY Syntax Stratified LargeCap ETF 3.1 30 10 6.7 +0.8
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.1 65 -25 6.4 +0.5
ICAP InfraCap Equity Income Fund ETF 3.0 171 -131 6.1 +0.2
VFMF Vanguard U.S. Multifactor ETF 3.0 18 22 7.9 +2.0
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -28 3.6 -2.3
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.0 49 -9 5.8 -0.1
SPMO Invesco S&P 500 Momentum ETF 3.0 13 27 3.5 -2.4
BUZZ VanEck Social Sentiment ETF 3.0 75 -35 -0.4 -6.3
SPGP Invesco S&P 500 GARP ETF 2.9 34 6 6.5 +0.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 22 6.5 +0.6
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 5.0 -0.9
VGT Vanguard Information Technology ETF 2.9 9 31 3.8 -2.1
ARKF ARK Fintech Innovation ETF 2.9 75 -35 -0.4 -6.3
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.6 -0.3
NULC Nuveen ESG Large-Cap ETF 2.9 21 19 4.7 -1.3
IQM Franklin Intelligent Machines ETF 2.9 50 -10 1.9 -4.0
AGRW Allspring LT Large Growth ETF 2.9 35 5 3.5 -2.5
AIS VistaShares Artificial Intelligence Supercycle ETF 2.9 75 -35 2.8 -3.1
DSPY Tema S&P 500 Historical Weight ETF 2.8 18 22 5.1 -0.8
AVUS Avantis U.S. Equity ETF 2.8 15 25 5.7 -0.2
DVLU First Trust Dorsey Wright Momentum & Value ETF 2.8 60 -20 7.3 +1.4
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 30 5.1 -0.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -35 3.0 -2.9
AIVC Amplify Bloomberg AI Value Chain ETF 2.8 59 -19 5.2 -0.7
TMFX Motley Fool Next Index ETF 2.8 50 -10 2.6 -3.3
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -25 7.9 +2.0
DEW WisdomTree Global High Dividend Fund 2.8 58 -18 8.3 +2.4
FFTY Innovator IBD 50 ETF 2.7 80 -40 -2.3 -8.2
JAVA JPMorgan Active Value ETF 2.7 44 -4 6.4 +0.5
SDY SPDR S&P Dividend ETF 2.7 35 5 6.7 +0.8
MTUM iShares MSCI USA Momentum Factor ETF 2.7 15 25 3.4 -2.5
DGRO iShares Core Dividend Growth ETF 2.7 8 32 6.5 +0.6
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.0 -0.9
XNTK SPDR NYSE Technology ETF 2.7 35 5 3.5 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 4.8 -1.1
INRO iShares U.S. Industry Rotation Active ETF 2.7 42 -2 4.2 -1.7
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 -10 4.2 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 2.6 49 -9 4.7 -1.2
WLDR Affinity World Leaders Equity ETF 2.6 67 -27 7.3 +1.4
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 3 5.9 +0.0
LRGF iShares U.S. Equity Factor ETF 2.6 8 32 5.3 -0.6
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.6 8 32 4.9 -1.0
RFFC ALPS Active Equity Opportunity ETF 2.6 48 -8 4.4 -1.6
IXN iShares Global Tech ETF 2.6 41 -1 3.5 -2.4
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 3.2 -2.7
USXF iShares ESG Advanced MSCI USA ETF 2.6 10 30 4.6 -1.4
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 7.0 +1.1
FTA First Trust Large Cap Value AlphaDEX Fund 2.6 59 -19 8.9 +3.0
SPYD SPDR Portfolio S&P 500 High Dividend ETF 2.6 7 33 9.9 +4.0
ONEQ Fidelity Nasdaq Composite Index ETF 2.6 21 19 3.6 -2.3
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.2 -0.7
GRNY Fundstrat Granny Shots US Large Cap ETF 2.5 75 -35 2.5 -3.4
BDIV AAM Brentview Dividend Growth ETF 2.5 49 -9 4.5 -1.4
ULVM VictoryShares US Value Momentum ETF 2.5 20 20 7.2 +1.3
CCMG CCM Global Equity ETF 2.5 34 6 8.3 +2.4
QVML Invesco S&P 500 QVM Multi-factor ETF 2.5 11 29 5.1 -0.8
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.5 29 11 4.5 -1.5
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 4.8 -1.1
SPVM Invesco S&P 500 Value with Momentum ETF 2.5 39 1 7.5 +1.6
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.6 -1.3
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.7 -1.2
FDWM Fidelity Women's Leadership ETF 2.4 59 -19 4.8 -1.1
MISL First Trust Indxx Aerospace & Defense ETF 2.4 60 -20 2.1 -3.8
PSET Principal Quality ETF 2.4 15 25 5.3 -0.6
LRGC AB US Large Cap Strategic Equities ETF 2.4 48 -8 4.4 -1.6
MMTM SPDR S&P 1500 Momentum Tilt ETF 2.4 12 28 4.4 -1.5
HLGE Hartford Longevity Economy ETF 2.4 44 -4 -0.4 -6.3
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 8.0 +2.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.8 -1.1
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 16 8.1 +2.2
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.8 -0.1
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.4 -1.5
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 5.0 -1.0
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -25 5.4 -0.5
VOTE TCW Transform 500 ETF 2.3 5 35 4.8 -1.1
PEY Invesco High Yield Equity Dividend Achievers ETF 2.3 52 -12 10.2 +4.3
JHML John Hancock Multifactor Large Cap ETF 2.3 29 11 5.3 -0.6
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 4.6 -1.4
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 4.8 -1.1
IWL iShares Russell Top 200 ETF 2.3 15 25 4.5 -1.4
YALL God Bless America ETF 2.3 65 -25 3.6 -2.3
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 31 5.1 -0.8
PTF Invesco Dorsey Wright Technology Momentum ETF 2.3 60 -20 1.2 -4.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.3 49 -9 9.4 +3.5
OEF iShares S&P 100 ETF 2.3 20 20 4.4 -1.5
HGRO Hedgeye Quality Growth ETF 2.3 70 -30 3.3 -2.6
ESGV Vanguard ESG U.S. Stock ETF 2.3 9 31 4.6 -1.3
APUE ActivePassive U.S. Equity ETF 2.3 45 -5 4.5 -1.4
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.8 -1.1
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.7 -1.2
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 23 7.0 +1.1
KLMN Invesco MSCI North America Climate ETF 2.2 9 31 4.9 -1.0
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 5.9 +0.0
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 26 4.8 -1.1
WISE Themes Generative Artificial Intelligence ETF 2.2 35 5 0.4 -5.5
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 5.9 -0.0
SNSR Global X Internet of Things ETF 2.2 68 -28 4.5 -1.4
DCOR Dimensional US Core Equity 1 ETF 2.2 14 26 5.3 -0.6
HLAL Wahed FTSE USA Shariah ETF 2.2 50 -10 4.6 -1.3
FITE SPDR S&P Kensho Future Security ETF 2.2 45 -5 1.6 -4.3
FQAL Fidelity Quality Factor ETF 2.2 15 25 5.6 -0.3
VIG Vanguard Dividend Appreciation ETF 2.2 5 35 5.5 -0.4
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.7 -1.2
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 5.0 -0.9
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.6 -0.3
MGC Vanguard Mega Cap ETF 2.2 7 33 4.6 -1.3
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 6.4 +0.5
CATH Global X S&P 500 Catholic Values Custom ETF 2.2 29 11 4.6 -1.3
AESR Anfield U.S. Equity Sector Rotation ETF 2.2 108 -68 3.0 -2.9
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.0 -0.9
RVRB Reverb ETF 2.1 30 10 4.5 -1.4
ABOT Abacus FCF Innovation Leaders ETF 2.1 69 -29 4.6 -1.3
FVD First Trust Value Line Dividend Index Fund 2.1 65 -25 6.3 +0.4
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.4 -1.5
GQI Natixis Gateway Quality Income ETF 2.1 34 6 5.0 -0.9
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.1 49 -9 3.8 -2.1
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.5 -1.4
LCLG Logan Capital Broad Innovative Growth ETF 2.1 99 -59 3.8 -2.1
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.1 61 -21 1.3 -4.6
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 4.6 -1.3
VOT Vanguard Mid-Cap Growth ETF 2.1 7 33 3.6 -2.3
VOO Vanguard S&P 500 ETF 2.1 3 37 4.9 -1.0
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.1 25 15 5.6 -0.3
IVV iShares Core S&P 500 ETF 2.1 3 37 4.9 -1.0
FEGE First Eagle Global Equity ETF 2.1 79 -39 6.8 +0.9
SPLG SPDR Portfolio S&P 500 ETF 2.1 2 38 4.9 -1.0
SPY SPDR S&P 500 ETF Trust 2.1 9 31 4.8 -1.1
DVOL First Trust Dorsey Wright Momentum & Low Volatility ETF 2.1 60 -20 4.9 -1.0
DGT SPDR Global Dow ETF 2.0 50 -10 6.9 +1.0
ABFL Abacus FCF Leaders ETF 2.0 59 -19 5.2 -0.7
QUVU Hartford Quality Value ETF 2.0 46 -6 7.3 +1.4
PBUS Invesco MSCI USA ETF 2.0 4 36 4.8 -1.1
TOV JLens 500 Jewish Advocacy U.S. ETF 2.0 18 22 4.5 -1.4
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 3.3 -2.6
SIMS SPDR S&P Kensho Intelligent Structures ETF 2.0 45 -5 5.4 -0.6
ILCB iShares Morningstar U.S. Equity ETF 2.0 3 37 4.7 -1.2
IWB iShares Russell 1000 ETF 2.0 15 25 4.8 -1.1
FLDZ RiverNorth Patriot ETF 2.0 75 -35 6.1 +0.2
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.7 -1.2
VV Vanguard Large-Cap ETF 2.0 4 36 4.8 -1.1
VSLU Applied Finance Valuation Large Cap ETF 2.0 49 -9 5.5 -0.5
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF 2.0 3 37 5.1 -0.8
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.8 -1.1
DFAU Dimensional US Core Equity Market ETF 2.0 12 28 4.9 -1.0
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.7 -1.2
STRV Strive 500 ETF 1.9 5 35 4.7 -1.2
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 1.9 40 0 5.4 -0.5
FEX First Trust Large Cap Core AlphaDEX Fund 1.9 59 -19 5.8 -0.1
XLG Invesco S&P 500 Top 50 ETF 1.9 20 20 4.0 -1.9
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.8 -1.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.9 17 23 5.4 -0.5
IWV iShares Russell 3000 ETF 1.9 20 20 4.7 -1.2
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.8 -1.1
RFDA RiverFront Dynamic US Dividend Advantage ETF 1.9 52 -12 6.3 +0.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 5.5 -0.4
HAPY Harbor Human Capital Factor Unconstrained ETF 1.9 50 -10 5.6 -0.3
FVAL Fidelity Value Factor ETF 1.9 15 25 6.8 +0.9
ARKQ ARK Autonomous Technology & Robotics ETF 1.8 75 -35 0.4 -5.5
ARKX ARK Space Exploration & Innovation ETF 1.8 75 -35 -0.3 -6.2
ROKT SPDR S&P Kensho Final Frontiers ETF 1.8 45 -5 2.0 -3.9
SRVR Pacer Data & Infrastructure Real Estate ETF 1.8 55 -15 3.7 -2.2
THRO iShares U.S. Thematic Rotation Active ETF 1.8 90 -50 3.9 -2.0
LRND IQ U.S. Large Cap R&D Leaders ETF 1.8 14 26 5.3 -0.6
BNGE First Trust S-Network Streaming and Gaming ETF 1.8 70 -30 2.5 -3.4
SYLD Cambria Shareholder Yield ETF 1.8 59 -19 11.7 +5.8
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 3.3 -2.6
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.8 -1.1
PTL Inspire 500 ETF 1.8 9 31 5.1 -0.8
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.1 -0.8
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 25 5.4 -0.5
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.7 -1.3
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 31 6.1 +0.2
SCHX Schwab U.S. Large-Cap ETF 1.7 3 37 4.9 -1.0
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 4.7 -1.2
DGRW WisdomTree US Quality Dividend Growth Fund 1.7 28 12 5.4 -0.5
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 20 5.6 -0.4
ADME Aptus Drawdown Managed Equity ETF 1.7 79 -39 4.0 -1.9
SCHK Schwab 1000 Index ETF 1.7 5 35 4.9 -1.0
WCEO Hypatia Women CEO ETF 1.7 85 -45 3.7 -2.2
TXS Texas Capital Texas Equity Index ETF 1.7 49 -9 5.6 -0.3
TMFC Motley Fool 100 Index ETF 1.7 50 -10 3.4 -2.5
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -25 4.0 -1.9
RPV Invesco S&P 500 Pure Value ETF 1.7 35 5 10.3 +4.4
COWS Amplify Cash Flow Dividend Leaders ETF 1.7 0 40 11.8 +5.9
ETHO Etho Climate Leadership U.S. ETF 1.7 47 -7 5.3 -0.6
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.9 -1.0
DXUV Dimensional US Vector Equity ETF 1.6 28 12 6.2 +0.3
FTC First Trust Large Cap Growth AlphaDEX Fund 1.6 59 -19 2.7 -3.2
FDVV Fidelity High Dividend ETF 1.6 15 25 7.6 +1.7
LEAD Siren DIVCON Leaders Dividend ETF 1.6 43 -3 4.2 -1.7
XT iShares Exponential Technologies ETF 1.6 46 -6 4.9 -1.0
RSP Invesco S&P 500 Equal Weight ETF 1.6 20 20 6.6 +0.7
TTAC FCF US Quality ETF 1.6 59 -19 6.3 +0.4
BGIG Bahl & Gaynor Income Growth ETF 1.6 45 -5 5.2 -0.7
GLOF iShares Global Equity Factor ETF 1.6 20 20 6.3 +0.4
TOK iShares MSCI Kokusai ETF 1.6 26 14 5.0 -1.0
KLMT Invesco MSCI Global Climate 500 ETF 1.6 10 30 5.6 -0.3
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -40 6.2 +0.3
ONEO SPDR Russell 1000 Momentum Focus ETF 1.5 20 20 7.0 +1.1
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 28 5.1 -0.8
RND First Trust Bloomberg R&D Leaders ETF 1.5 60 -20 3.5 -2.4
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.5 20 20 6.3 +0.4
DIA SPDR Dow Jones Industrial Average ETF Trust 1.5 16 24 5.4 -0.5
IMOM Alpha Architect International Quantitative Momentum ETF 1.5 49 -9 3.1 -2.8
EUSA iShares MSCI USA Equal Weighted ETF 1.5 9 31 6.1 +0.2
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.5 65 -25 3.5 -2.4
URTH iShares MSCI World ETF 1.5 24 16 5.0 -0.9
LGDX Intech S&P Large Cap Diversified Alpha ETF 1.5 25 15 5.3 -0.6
JSTC Adasina Social Justice All Cap Global ETF 1.5 89 -49 4.8 -1.1
FFOX FundX Future Fund Opportunities ETF 1.5 100 -60 4.2 -1.7
FCPI Fidelity Stocks for Inflation ETF 1.4 15 25 7.4 +1.5
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.6 -2.3
JEPI JPMorgan Equity Premium Income ETF 1.4 35 5 5.7 -0.2
PWB Invesco Large Cap Growth ETF 1.4 56 -16 3.1 -2.8
LGRO Level Four Large Cap Growth Active ETF 1.4 55 -15 3.6 -2.3
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -10 4.5 -1.5
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 22 5.3 -0.6
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 4.9 -1.0
SUSA iShares MSCI USA ESG Select ETF 1.4 25 15 4.7 -1.2
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.4 58 -18 4.6 -1.4
ISCG iShares Morningstar Small-Cap Growth ETF 1.4 6 34 2.9 -3.0
STXM Strive Mid-Cap ETF 1.4 18 22 6.1 +0.2
SIZE iShares MSCI USA Size Factor ETF 1.4 15 25 6.1 +0.2
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.6 -3.3
DUHP Dimensional US High Profitability ETF 1.3 21 19 6.3 +0.4
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 25 7.9 +2.0
BEEX BeeHive ETF 1.3 84 -44 4.2 -1.7
GVLU Gotham 1000 Value ETF 1.3 50 -10 8.9 +3.0
FELG Fidelity Enhanced Large Cap Growth ETF 1.3 18 22 4.5 -1.4
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -5 4.3 -1.6
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.1 +3.2
SPHQ Invesco S&P 500 Quality ETF 1.3 15 25 5.5 -0.4
SFY SoFi Select 500 ETF 1.3 0 40 4.3 -1.6
ACWI iShares MSCI ACWI ETF 1.3 32 8 5.4 -0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 4.9 -1.0
FNY First Trust Mid Cap Growth AlphaDEX Fund 1.3 70 -30 2.8 -3.1
VOLT Tema Electrification ETF 1.3 75 -35 2.8 -3.1
BFOR ALPS Barron's 400 ETF 1.3 65 -25 6.0 +0.1
FAB First Trust Multi Cap Value AlphaDEX Fund 1.3 67 -27 9.9 +4.0
XITK SPDR FactSet Innovative Technology ETF 1.3 45 -5 -0.3 -6.2
CGGR Capital Group Growth ETF 1.3 39 1 3.1 -2.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 25 5.9 +0.0
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.2 64 -24 2.2 -3.7
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.2 7 33 6.0 +0.1
FDTX Fidelity Disruptive Technology ETF 1.2 50 -10 2.7 -3.2
IJJ iShares S&P Mid-Cap 400 Value ETF 1.2 18 22 8.7 +2.8
VT Vanguard Total World Stock ETF 1.2 6 34 5.8 -0.1
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.2 +0.3
JOET Virtus Terranova US Quality Momentum ETF 1.2 29 11 4.6 -1.3
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.1 10 30 8.8 +2.9
MDYV SPDR S&P 400 Mid Cap Value ETF 1.1 15 25 8.7 +2.8
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.3 +1.4
SFYF SoFi Social 50 ETF 1.1 29 11 0.4 -5.5
VBK Vanguard Small-Cap Growth ETF 1.1 7 33 1.9 -4.0
NZUS SPDR MSCI USA Climate Paris Aligned ETF 1.1 10 30 4.3 -1.7
RDVY First Trust Rising Dividend Achievers ETF 1.1 50 -10 6.8 +0.9
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.9 -1.0
NANC Unusual Whales Subversive Democratic Trading ETF 1.1 75 -35 3.6 -2.3
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 5.6 -0.3
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 1.1 68 -28 2.6 -3.3
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.1 4 36 6.1 +0.2
QGRW WisdomTree U.S. Quality Growth Fund 1.1 28 12 4.1 -1.8
FPX First Trust US Equity Opportunities ETF 1.1 61 -21 0.9 -5.0
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.1 20 20 6.4 +0.5
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 4.6 -1.4
ALTL Pacer Lunt Large Cap Alternator ETF 1.1 60 -20 4.2 -1.7
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 4.0 -1.9
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 1.0 15 25 7.2 +1.3
XJH iShares ESG Screened S&P Mid-Cap ETF 1.0 12 28 7.0 +1.1
JGRO JPMorgan Active Growth ETF 1.0 44 -4 3.3 -2.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.8 -1.1
EGUS iShares ESG Aware MSCI USA Growth ETF 1.0 18 22 3.8 -2.1
LOWV AB US Low Volatility Equity ETF 1.0 48 -8 5.1 -0.8
LCF Touchstone US Large Cap Focused ETF 1.0 69 -29 4.1 -1.8
MDY SPDR S&P Midcap 400 ETF Trust 1.0 24 16 7.1 +1.2
IJH iShares Core S&P Mid-Cap ETF 1.0 5 35 7.3 +1.4
LQPE PEO AlphaQuest Thematic PE ETF 1.0 125 -85 5.1 -0.8
TAX Cambria Tax Aware ETF 1.0 49 -9 5.0 -0.9
PRXG Praxis Impact Large Cap Growth ETF 1.0 36 4 3.6 -2.3
DIVG Invesco S&P 500 High Dividend Growers ETF 1.0 39 1 8.4 +2.5
IVW iShares S&P 500 Growth ETF 0.9 18 22 3.9 -2.0
VOOG Vanguard S&P 500 Growth ETF 0.9 7 33 4.0 -1.9
IVOO Vanguard S&P Mid-Cap 400 ETF 0.9 7 33 7.4 +1.5
SPYG SPDR Portfolio S&P 500 Growth ETF 0.9 4 36 4.0 -1.9
VUG Vanguard Growth ETF 0.9 4 36 3.9 -2.0
STXG Strive 1000 Growth ETF 0.9 18 22 3.8 -2.1
SPMD SPDR Portfolio S&P 400 Mid Cap ETF 0.9 3 37 7.3 +1.4
IUSG iShares Core S&P U.S. Growth ETF 0.9 4 36 4.1 -1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.9 95 -55 0.5 -5.4
GINX SGI Enhanced Global Income ETF 0.9 98 -58 7.0 +1.1
SCHM Schwab U.S. Mid-Cap ETF 0.9 4 36 6.6 +0.7
ISCB iShares Morningstar Small-Cap ETF 0.9 4 36 6.2 +0.3
VO Vanguard Mid-Cap ETF 0.9 4 36 5.7 -0.2
SMOT VanEck Morningstar SMID Moat ETF 0.9 49 -9 6.6 +0.7
WRND IQ Global Equity R&D Leaders ETF 0.9 18 22 8.0 +2.1
PY Principal Value ETF 0.9 15 25 7.2 +1.3
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 2 9.8 +3.9
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 0.9 35 5 7.1 +1.2
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.9 17 23 5.6 -0.3
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 28 4.4 -1.5
QNXT iShares Nasdaq-100 ex Top 30 ETF 0.9 20 20 4.4 -1.5
KOMP SPDR S&P Kensho New Economies Composite ETF 0.8 20 20 2.5 -3.4
TRFM AAM Transformers ETF 0.8 49 -9 1.3 -4.6
SFYX SoFi Next 500 ETF 0.8 0 40 5.7 -0.2
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.8 -1.1
TMAT Main Thematic Innovation ETF 0.8 164 -124 -1.5 -7.4
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.5 +4.6
VAMO Cambria Value & Momentum ETF 0.8 61 -21 5.7 -0.2
AVUQ Avantis U.S. Quality ETF 0.8 15 25 4.3 -1.6
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 5.2 -0.7
IJK iShares S&P Mid-Cap 400 Growth ETF 0.8 17 23 5.8 -0.1
IOO iShares Global 100 ETF 0.8 41 -1 4.7 -1.2
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.8 10 30 4.3 -1.6
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.3 -0.6
SMMD iShares Russell 2500 ETF 0.8 15 25 6.1 +0.2
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 0.8 10 30 6.0 +0.1
MDYG SPDR S&P 400 Mid Cap Growth ETF 0.7 15 25 5.9 -0.0
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.6 +0.7
VB Vanguard Small-Cap ETF 0.7 5 35 6.1 +0.2
JHMM John Hancock Multifactor Mid Cap ETF 0.7 42 -2 6.3 +0.4
IWS iShares Russell Mid-Cap Value ETF 0.7 23 17 6.7 +0.8
MAGA Point Bridge America First ETF 0.7 72 -32 5.8 -0.1
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 4.4 -1.5
CVAR Cultivar ETF 0.7 87 -47 6.8 +0.9
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 6.1 +0.2
VXF Vanguard Extended Market ETF 0.7 5 35 4.6 -1.3
FNX First Trust Mid Cap Core AlphaDEX Fund 0.6 60 -20 7.3 +1.4
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.6 -2.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 0.6 65 -25 2.0 -3.9
BLES Inspire Global Hope ETF 0.6 61 -21 6.8 +0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.7 +1.8
FSMD Fidelity Small-Mid Multifactor ETF 0.6 15 25 7.0 +1.1
IWR iShares Russell Midcap ETF 0.6 19 21 5.7 -0.2
GGME Invesco Next Gen Media and Gaming ETF 0.6 60 -20 4.1 -1.8
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 9.7 +3.8
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.3 -1.6
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.4 -1.5
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 5.9 0.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 15 7.8 +1.9
RWK Invesco S&P MidCap 400 Revenue ETF 0.6 39 1 9.3 +3.4
HAIL SPDR S&P Kensho Smart Mobility ETF 0.6 45 -5 0.4 -5.5
XLSR SPDR SSGA U.S. Sector Rotation ETF 0.5 70 -30 4.8 -1.1
SCHG Schwab U.S. Large-Cap Growth ETF 0.5 4 36 3.9 -2.0
RGEF Rockefeller Global Equity ETF 0.5 55 -15 4.7 -1.2
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.3 -1.6
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -4.0 -9.9
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.6 +0.7
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 5.7 -0.2
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 36 5.9 -0.0
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.3 -0.6
STXD Strive 1000 Dividend Growth ETF 0.5 35 5 4.8 -1.2
SMLF iShares U.S. SmallCap Equity Factor ETF 0.5 15 25 5.8 -0.1
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -20 9.3 +3.4
DFAS Dimensional U.S. Small Cap ETF 0.4 26 14 6.4 +0.5
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.7 -3.2
AVMC Avantis U.S. Mid Cap Equity ETF 0.4 18 22 6.9 +1.0
VBR Vanguard Small Cap Value ETF 0.4 7 33 9.1 +3.2
IMCV iShares Morningstar Mid-Cap Value ETF 0.4 6 34 8.1 +2.2
ISCV iShares Morningstar Small Cap Value ETF 0.4 6 34 9.2 +3.3
AOTG AOT Growth and Innovation ETF 0.4 75 -35 1.7 -4.2
NIXT Research Affiliates Deletions ETF 0.4 9 31 8.7 +2.8
DFAT Dimensional U.S. Targeted Value ETF 0.3 28 12 9.2 +3.3
IWP iShares Russell Mid-Cap Growth ETF 0.3 23 17 3.4 -2.5
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 0.3 60 -20 2.0 -3.9
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.6 -0.3
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.5 -0.4
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.1 -1.8
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.1 +0.2
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.3 -2.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.2 +3.3
FYC First Trust Small Cap Growth AlphaDEX Fund 0.3 71 -31 0.4 -5.5
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 5.8 -0.1
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 -2 7.2 +1.3
EZM WisdomTree U.S. MidCap Fund 0.2 38 2 9.0 +3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 5.3 -0.7
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 36 6.0 +0.1
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 20 8.7 +2.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 15 8.2 +2.3
ONEY SPDR Russell 1000 Yield Focus ETF 0.2 20 20 9.5 +3.6
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.7 +1.8
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.5 -0.4
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 6.8 +0.9
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 8.7 +2.8
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 20 5.5 -0.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 0 6.8 +0.9
FESM Fidelity Enhanced Small Cap ETF 0.1 28 12 7.2 +1.3
FYX First Trust Small Cap Core AlphaDEX Fund 0.1 61 -21 5.9 -0.0
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF 0.1 12 28 7.3 +1.4
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.1 +0.2
ONEV SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 20 7.7 +1.8
STXK Strive Small-Cap ETF 0.1 18 22 5.8 -0.1
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.2 +1.3
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.5 -3.5
IEUR iShares Core MSCI Europe ETF 0.0 11 29 7.3 +1.4
DFSV Dimensional US Small Cap Value ETF 0.0 31 9 10.0 +4.1
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 1 7.8 +1.9
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 6.9 +1.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 6.9 +1.0
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.7 +2.8
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 7.7 +1.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 6.9 +1.0

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 2.5 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 5.9 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.63 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.