iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.1% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.2x P/Sales
ratio		 2.4x
P/BV
ratio		 2.4x Div.
yield		 2.7%


  • 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) $768
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 18.7 %
VERIZON COMMUNICATIONS INC 13.2 %
AT&T INC 12.7 %
LUMENTUM HOLDINGS INC 4.9 %
ARISTA NETWORKS, INC. 4.4 %
COMCAST CORP-CL A 4.3 %
CIENA CORP 4.3 %
MOTOROLA SOLUTIONS 4.2 %
T-MOBILE US, INC. 4.2 %
MILLICOM INTL CELLULAR S.A. 3.8 %
Total 74.6 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.9 %
LUXEMBOURG 4.0 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru February 28)
Year-to-date 1 year 5 years 10 years Since Incep.
17.3% 43.2% 7.8% 5.6% 1.2%

Market Correlations
versus... Beta R-squared
S&P500 0.73 60%
MSCI EAFE 0.74 46%
MSCI Emg. Mkts. 0.62 38%

Technical Indicators
Recent close $39.41
30d moving avg. $37.93
Annualized volatility 15.3%
Short interest (ETF) 4.4%
Short interest (Underlying) 3.2%
Relative strength (RSI) 63

Liquidity measures
Avg. volume (thou.) 2,412
Turnover 12.4%
Bid/Ask (% of price) 0.03%
ADV underlying (mns) $3,625

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 681 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™: 6.1%


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
(%)
XLC The Communication Services Select Sector SPDR Fund 22.3 8 32 5.1 -1.0
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 20.0 40 0 5.3 -0.8
VOX Vanguard Communication Services ETF 18.8 9 31 4.3 -1.8
SIXG Defiance Connective Technologies ETF 18.8 30 10 3.4 -2.7
KNCT Invesco Next Gen Connectivity ETF 18.1 40 0 3.9 -2.2
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 18.0 5 35 7.7 +1.6
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 16.9 41 -1 5.1 -1.0
FCOM Fidelity MSCI Communication Services Index ETF 16.8 8 32 4.3 -1.8
TDIV First Trust NASDAQ Technology Dividend Index Fund 15.6 50 -10 5.5 -0.6
TRFK Pacer Data and Digital Revolution ETF 15.3 60 -20 2.8 -3.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 6.6 +0.4
IXP iShares Global Comm Services ETF 14.4 42 -2 5.4 -0.7
FDN First Trust Dow Jones Internet Index Fund 13.8 52 -12 2.9 -3.3
FDND FT Vest Dow Jones Internet & Target Income ETF 13.8 75 -35 2.6 -3.5
VLUE iShares MSCI USA Value Factor ETF 13.1 15 25 8.0 +1.8
PWV Invesco Large Cap Value ETF 12.0 55 -15 6.6 +0.5
SPRX Spear Alpha ETF 11.8 75 -35 -0.8 -6.9
XPND First Trust Expanded Technology ETF 11.3 65 -25 3.1 -3.0
FDL First Trust Morningstar Dividend Leaders Index Fund 11.0 45 -5 8.9 +2.8
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 10.9 15 25 6.0 -0.1
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 10.8 29 11 6.9 +0.8
SIXA ETC 6 Meridian Mega Cap Equity ETF 10.3 80 -40 5.6 -0.5
LVDS JPMorgan Fundamental Data Science Large Value ETF 10.3 49 -9 5.2 -0.9
DIVB iShares Core Dividend ETF 10.3 5 35 7.6 +1.5
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 5.8 -0.3
AUSF Global X Adaptive U.S. Factor ETF 10.1 27 13 8.1 +1.9
GXPC Global X PureCap MSCI Communication Services ETF 10.1 25 15 3.9 -2.2
DURA VanEck Durable High Dividend ETF 9.9 29 11 6.3 +0.2
VEGN US Vegan Climate ETF 9.9 60 -20 4.2 -1.9
MDLV Morgan Dempsey Large Cap Value ETF 9.8 58 -18 5.8 -0.3
FDCF Fidelity Disruptive Communications ETF 9.7 50 -10 2.0 -4.1
WBIY WBI Power Factor High Dividend ETF 9.6 100 -60 12.3 +6.1
DIVN Horizon Dividend Income ETF 9.5 70 -30 6.5 +0.4
ITAN Sparkline Intangible Value ETF 8.9 50 -10 6.4 +0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.8 48 -8 5.4 -0.7
CIBR First Trust NASDAQ Cybersecurity ETF 8.7 60 -20 4.6 -1.5
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 8.6 47 -7 4.9 -1.2
SDOG ALPS Sector Dividend Dogs ETF 8.5 36 4 8.5 +2.4
DHS WisdomTree U.S. High Dividend Fund 8.5 38 2 8.2 +2.1
UDI USCF Dividend Income Fund 8.5 65 -25 6.8 +0.7
CHPX Global X AI Semiconductor & Quantum ETF 8.2 50 -10 2.6 -3.6
UFO Procure Space ETF 8.1 75 -35 0.1 -6.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 8.0 50 -10 8.7 +2.6
BRIF FIS Bright Portfolios Focused Equity ETF 7.9 65 -25 3.7 -2.4
SCHD Schwab US Dividend Equity ETF 7.7 6 34 8.2 +2.1
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 7.7 60 -20 4.0 -2.2
SHRY First Trust Bloomberg Shareholder Yield ETF 7.7 60 -20 8.3 +2.2
TBG TBG Dividend Focus ETF 7.7 59 -19 6.3 +0.2
DARP Grizzle Growth ETF 7.6 75 -35 1.8 -4.3
RAFE PIMCO RAFI ESG U.S. ETF 7.6 29 11 6.6 +0.5
WOMN Impact Shares YWCA Women's Empowerment ETF 7.6 75 -35 4.9 -1.2
ROE Astoria US Quality Kings ETF 7.5 49 -9 5.7 -0.4
USMV iShares MSCI USA Min Vol Factor ETF 7.5 15 25 5.1 -1.0
RJDI RJ Eagle GCM Dividend Select Income ETF 7.5 55 -15 4.6 -1.5
EQAL Invesco Russell 1000 Equal Weight ETF 7.4 20 20 6.2 +0.1
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 7.4 15 25 8.6 +2.5
ESMV iShares ESG MSCI USA Min Vol Factor ETF 7.3 18 22 5.0 -1.1
SKYY First Trust Cloud Computing ETF 7.2 60 -20 3.3 -2.8
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 6.5 +0.4
ACSI American Customer Satisfaction ETF 7.2 65 -25 4.9 -1.2
NXTG First Trust Indxx NextG ETF 7.1 70 -30 4.6 -1.5
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 7.1 19 21 5.0 -1.2
EDOW First Trust Dow 30 Equal Weight ETF 6.9 50 -10 4.7 -1.4
WLDR Affinity World Leaders Equity ETF 6.8 67 -27 6.6 +0.5
QVAL Alpha Architect US Quantitative Value ETF 6.7 39 1 10.0 +3.9
COWZ Pacer US Cash Cows 100 ETF 6.5 49 -9 7.6 +1.5
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 6.5 49 -9 7.6 +1.5
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 8.8 +2.7
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 6.5 60 -20 3.3 -2.8
USRD Themes US R&D Champions ETF 6.4 29 11 4.2 -1.9
LYLD Cambria Large Cap Shareholder Yield ETF 6.4 59 -19 8.5 +2.3
DVND Touchstone Dividend Select ETF 6.4 67 -27 5.4 -0.7
SPDV AAM S&P 500 High Dividend Value ETF 6.3 29 11 11.1 +5.0
XNTK State Street SPDR NYSE Technology ETF 6.3 35 5 3.1 -3.0
SNPV Xtrackers S&P 500 Value ESG ETF 6.3 15 25 5.6 -0.5
GOP Unusual Whales Subversive Republican Trading ETF 6.2 50 -10 4.6 -1.5
DIVY Sound Equity Dividend Income ETF 6.2 45 -5 8.3 +2.2
DSTL Distillate US Fundamental Stability & Value ETF 6.1 39 1 7.6 +1.5
ACVF American Conservative Values ETF 6.1 75 -35 3.9 -2.2
HUSV First Trust Horizon Managed Volatility Domestic ETF 6.1 70 -30 4.6 -1.6
GCOW Pacer Global Cash Cows Dividend ETF 6.1 60 -20 9.2 +3.1
WTV WisdomTree US Value Fund of Benef Interest 6.0 12 28 8.0 +1.9
COWS Amplify Cash Flow Dividend Leaders ETF 5.9 0 40 7.6 +1.5
DYNF BlackRock U.S. Equity Factor Rotation ETF 5.9 30 10 4.0 -2.1
PY Principal Value ETF 5.8 15 25 7.1 +1.0
TCAI Tortoise AI Infrastructure ETF 5.8 65 -25 1.7 -4.4
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -1.1 -7.2
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 5.7 27 13 6.4 +0.3
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 4.2 -1.9
XDAT Franklin Exponential Data ETF 5.7 50 -10 1.2 -4.9
VALQ American Century U.S. Quality Value ETF 5.7 29 11 7.0 +0.9
ACWV iShares MSCI Global Min Vol Factor ETF 5.7 20 20 5.6 -0.5
DFLV Dimensional US Large Cap Value ETF 5.6 22 18 6.5 +0.4
QDIV Global X S&P 500 Quality Dividend ETF 5.6 20 20 7.8 +1.7
CZAR Themes Natural Monopoly ETF 5.6 35 5 5.2 -0.9
JHDV John Hancock U.S. High Dividend ETF 5.5 34 6 6.4 +0.3
DFUV Dimensional US Marketwide Value ETF 5.5 22 18 6.5 +0.4
CHGX AXS Change Finance ESG ETF 5.5 49 -9 4.8 -1.3
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 5.5 29 11 5.9 -0.2
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.5 15 25 4.4 -1.7
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 8.6 +2.5
CRTC Xtrackers US National Critical Technologies ETF 5.5 35 5 4.2 -1.9
VFMV Vanguard U.S. Minimum Volatility ETF 5.4 13 27 5.7 -0.4
OALC OneAscent Large Cap Core ETF 5.3 86 -46 3.7 -2.4
SRHQ SRH U.S. Quality ETF 5.2 35 5 6.6 +0.5
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.2 45 -5 5.5 -0.6
FPAG FPA Global Equity ETF 5.2 49 -9 6.1 -0.1
BIBL Inspire 100 ETF 5.0 35 5 4.5 -1.6
USMF WisdomTree U.S. Multifactor Fund 5.0 28 12 6.5 +0.4
AIVC Amplify Bloomberg AI Value Chain ETF 5.0 59 -19 5.1 -1.0
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.0 56 -16 7.1 +1.0
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 5.0 35 5 5.7 -0.4
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.9 15 25 5.1 -1.0
IETC iShares U.S. Tech Independence Focused ETF 4.9 18 22 3.2 -2.9
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 4.9 15 25 3.2 -2.9
XLK The Technology Select Sector SPDR Fund 4.9 8 32 3.9 -2.3
NUDV Nuveen ESG Dividend ETF 4.8 26 14 6.2 +0.1
EQIN Columbia US Equity Income ETF 4.8 35 5 6.2 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.1 -1.0
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 5.6 -0.5
DGRW WisdomTree US Quality Dividend Growth Fund 4.7 28 12 5.0 -1.1
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.3 -0.8
NULV Nuveen ESG Large-Cap Value ETF 4.7 26 14 5.4 -0.7
FDLO Fidelity Low Volatility Factor ETF 4.6 15 25 4.8 -1.3
FELV Fidelity Enhanced Large Cap Value ETF 4.6 18 22 5.9 -0.2
IWX iShares Russell Top 200 Value ETF 4.5 20 20 5.3 -0.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 9.9 +3.8
FFF Founders 100 ETF 4.5 75 -35 2.7 -3.5
YLDE ClearBridge Dividend Strategy ESG ETF 4.5 60 -20 5.1 -1.0
ABEQ Absolute Select Value ETF 4.5 85 -45 4.2 -1.9
FLQL Franklin LibertyQ U.S. Equity ETF 4.5 15 25 4.8 -1.3
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 4.5 60 -20 3.3 -2.9
DIV Global X SuperDividend US ETF 4.5 45 -5 9.6 +3.5
DLN WisdomTree U.S. LargeCap Dividend Fund 4.5 28 12 5.5 -0.6
ABFL Abacus FCF Leaders ETF 4.4 59 -19 3.9 -2.2
AGIQ Sofi Agentic AI ETF 4.4 69 -29 7.3 +1.2
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.4 12 28 6.5 +0.4
MFMO Motley Fool Momentum Factor ETF 4.3 50 -10 2.3 -3.8
USSE Segall Bryant & Hamill Select Equity ETF 4.3 65 -25 3.2 -2.9
QTOP iShares Nasdaq Top 30 Stocks ETF 4.3 20 20 3.1 -3.0
ROUS Hartford Multifactor US Equity ETF 4.3 19 21 5.6 -0.5
BLCR iShares Large Cap Core Active ETF 4.3 36 4 3.2 -3.0
STXV Strive 1000 Value ETF 4.3 18 22 7.0 +0.9
TEXN iShares Texas Equity ETF 4.3 20 20 5.4 -0.8
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.3 18 22 6.9 +0.8
NULG Nuveen ESG Large-Cap Growth ETF 4.2 26 14 3.1 -3.1
MFVL Motley Fool Value Factor ETF 4.2 50 -10 5.6 -0.5
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 4.2 7 33 10.2 +4.1
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 3.5 -2.6
MGV Vanguard Mega Cap Value ETF 4.1 7 33 5.6 -0.5
FNDX Schwab Fundamental US Large Co. Index ETF 4.0 25 15 6.6 +0.5
PRXV Praxis Impact Large Cap Value ETF 4.0 36 4 5.8 -0.3
DTD WisdomTree U.S. Total Dividend Fund 4.0 28 12 5.8 -0.3
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 3.5 -2.6
CAML Congress Large Cap Growth ETF 4.0 66 -26 2.4 -3.7
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 4.8 -1.3
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 6.2 +0.1
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 3.8 -2.3
BGDV Bahl & Gaynor Dividend ETF 4.0 45 -5 4.0 -2.1
VFMF Vanguard U.S. Multifactor ETF 4.0 18 22 7.0 +0.9
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.2 -2.0
ARB AltShares Merger Arbitrage ETF 3.9 77 -37 2.6 -3.5
IUS Invesco RAFI Strategic US ETF 3.9 19 21 6.0 -0.2
REVS Columbia Research Enhanced Value ETF 3.9 19 21 7.1 +1.0
AIVL WisdomTree U.S. AI Enhanced Value Fund 3.9 38 2 5.3 -0.8
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.8 49 -9 3.9 -2.2
TMFX Motley Fool Next Index ETF 3.8 50 -10 3.1 -3.1
FLV American Century Focused Large Cap Value ETF 3.8 42 -2 6.1 -0.0
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -10 6.1 -0.0
RVER Trenchless Fund ETF 3.8 65 -25 0.8 -5.4
JIVE JPMorgan International Value ETF 3.8 55 -15 8.7 +2.6
FNDB Schwab Fundamental US Broad Market Index ETF 3.8 25 15 6.6 +0.5
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.8 20 20 4.8 -1.3
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 15 4.8 -1.3
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 4.8 -1.3
PRF Invesco FTSE RAFI US 1000 ETF 3.7 34 6 6.0 -0.1
INRO iShares U.S. Industry Rotation Active ETF 3.6 42 -2 3.8 -2.3
IGM iShares Expanded Tech Sector ETF 3.6 41 -1 3.2 -2.9
GSPY Gotham Enhanced 500 ETF 3.6 50 -10 4.6 -1.5
QQQ Invesco QQQ Trust Series I 3.6 20 20 3.5 -2.6
VYM Vanguard High Dividend Yield Index ETF 3.6 6 34 6.2 +0.1
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 3.5 -2.6
DFVX Dimensional US Large Cap Vector ETF 3.6 22 18 5.4 -0.7
FTA First Trust Large Cap Value AlphaDEX Fund 3.6 59 -19 7.8 +1.7
SXQG ETC 6 Meridian Quality Growth ETF 3.5 100 -60 2.8 -3.3
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 3.5 65 -25 5.2 -1.0
QWLD SPDR MSCI World StrategicFactors ETF 3.5 30 10 5.2 -0.9
ARKX ARK Space Exploration & Innovation ETF 3.5 75 -35 0.0 -6.1
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 3.5 45 -5 0.9 -5.2
USXF iShares ESG Advanced MSCI USA ETF 3.5 10 30 4.2 -2.0
VTV Vanguard Value ETF 3.4 4 36 6.0 -0.1
DAK Dakota Active Equity ETF 3.4 43 -3 3.9 -2.2
SDY State Street SPDR S&P Dividend ETF 3.4 35 5 6.0 -0.2
NACP Impact Shares NAACP Minority Empowerment ETF 3.4 49 -9 4.2 -2.0
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.4 60 -20 6.1 +0.0
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.4 15 25 6.3 +0.2
YALL God Bless America ETF 3.4 65 -25 4.1 -2.0
IWD iShares Russell 1000 Value ETF 3.4 19 21 5.7 -0.4
QNXT iShares Nasdaq-100 ex Top 30 ETF 3.3 20 20 4.3 -1.8
AIQ Global X Artificial Intelligence & Technology ETF 3.3 68 -28 3.4 -2.8
SCHV Schwab U.S. Large-Cap Value ETF 3.3 4 36 5.9 -0.3
VONV Vanguard Russell 1000 Value ETF 3.3 7 33 5.8 -0.3
DVY iShares Select Dividend ETF 3.3 38 2 8.1 +2.0
EPS WisdomTree U.S. LargeCap Fund 3.3 8 32 5.0 -1.1
DIVS SmartETFs Dividend Builder ETF 3.2 65 -25 4.5 -1.6
SSPY Syntax Stratified LargeCap ETF 3.2 30 10 6.2 +0.1
OPTZ Optimize Strategy Index ETF 3.2 50 -10 4.1 -2.0
GVUS Marketbeta Russell 1000 Value Equity ETF 3.2 12 28 5.7 -0.4
VGT Vanguard Information Technology ETF 3.2 9 31 3.6 -2.6
MAVF Matrix Advisors Value ETF 3.2 75 -35 5.3 -0.9
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.2 12 28 5.4 -0.7
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.1 -0.1
NUMG Nuveen ESG Mid-Cap Growth ETF 3.1 31 9 1.8 -4.3
MISL First Trust Indxx Aerospace & Defense ETF 3.1 60 -20 1.5 -4.6
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.1 15 25 7.0 +0.9
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.0 -2.1
IVE iShares S&P 500 Value ETF 3.1 18 22 5.7 -0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.1 25 15 5.6 -0.5
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 36 5.8 -0.3
AGRW Allspring LT Large Growth ETF 3.1 35 5 3.4 -2.7
RW Rainwater Equity ETF 3.1 125 -85 2.8 -3.3
FELC Fidelity Enhanced Large Cap Core ETF 3.1 18 22 4.6 -1.5
ILCV iShares Morningstar Value ETF 3.1 4 36 5.5 -0.6
BUZZ VanEck Social Sentiment ETF 3.1 75 -35 -0.7 -6.8
XMAG Defiance Large Cap ex-Mag 7 ETF 3.1 35 5 4.6 -1.5
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3.1 19 21 5.2 -0.9
VFMO Vanguard U.S. Momentum Factor ETF 3.1 13 27 1.8 -4.3
EBI Longview Advantage ETF 3.1 35 5 6.3 +0.2
VOOV Vanguard S&P 500 Value ETF 3.0 7 33 5.8 -0.4
NULC Nuveen ESG Large-Cap ETF 3.0 21 19 4.2 -1.9
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 5.9 -0.2
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 3.0 49 -9 5.1 -1.0
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 3.0 35 5 7.0 +0.9
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 3.0 38 2 7.0 +0.8
FITE State Street SPDR S&P Kensho Future Security ETF 3.0 45 -5 1.3 -4.8
ALTL Pacer Lunt Large Cap Alternator ETF 3.0 60 -20 4.7 -1.4
KRMA Global X Conscious Companies ETF 3.0 43 -3 5.5 -0.6
TMFE Motley Fool Capital Efficiency 100 Index ETF 3.0 50 -10 3.4 -2.7
GXPT Global X PureCap MSCI Information Technology ETF 2.9 25 15 3.7 -2.5
QLV FlexShares US Quality Low Volatility Index Fund 2.9 22 18 5.0 -1.2
XITK State Street SPDR FactSet Innovative Technology ETF 2.9 45 -5 0.2 -6.0
EVUS iShares ESG Aware MSCI USA Value ETF 2.9 18 22 5.8 -0.3
HDV iShares Core High Dividend ETF 2.9 8 32 5.9 -0.2
IUSV iShares Core S&P US Value ETF 2.9 4 36 5.9 -0.2
LGDX Intech S&P Large Cap Diversified Alpha ETF 2.9 25 15 4.3 -1.8
DSPY Tema S&P 500 Historical Weight ETF 2.9 18 22 4.6 -1.5
IQSU IQ Candriam U.S. Large Cap Equity ETF 2.9 9 31 4.6 -1.6
FTEC Fidelity MSCI Information Technology Index ETF 2.9 8 32 3.5 -2.6
THRO iShares U.S. Thematic Rotation Active ETF 2.9 90 -50 3.4 -2.8
BGRO iShares Large Cap Growth Active ETF 2.8 55 -15 2.1 -4.0
OEI Optimized Equity Income ETF 2.8 75 -35 3.4 -2.7
LRGF iShares U.S. Equity Factor ETF 2.8 8 32 4.8 -1.3
CHAT Roundhill Generative AI & Technology ETF 2.8 75 -35 5.5 -0.7
AIS VistaShares Artificial Intelligence Supercycle ETF 2.8 75 -35 1.8 -4.3
AFLG First Trust Active Factor Large Cap ETF 2.8 55 -15 5.3 -0.9
IXN iShares Global Tech ETF 2.8 41 -1 3.3 -2.8
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.3 -1.8
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.8 65 -25 7.9 +1.8
FVD First Trust Value Line Dividend Index Fund 2.8 65 -25 5.5 -0.6
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 2.8 49 -9 4.8 -1.3
GRNY Fundstrat Granny Shots US Large Cap ETF 2.7 75 -35 2.3 -3.8
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 3.7 -2.5
FPX First Trust US Equity Opportunities ETF 2.7 61 -21 1.0 -5.2
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.7 8 32 4.5 -1.6
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.7 75 -35 2.5 -3.7
LOWV AB US Low Volatility Equity ETF 2.7 48 -8 4.3 -1.8
QDF FlexShares Quality Dividend Index Fund 2.6 37 3 5.6 -0.6
FDRR Fidelity Dividend ETF for Rising Rates 2.6 15 25 6.0 -0.1
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 2.9 -3.2
ICAP InfraCap Equity Income Fund ETF 2.6 171 -131 4.6 -1.6
FFND Future Fund Active ETF 2.6 100 -60 4.5 -1.7
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.6 49 -9 8.1 +2.0
WISE Themes Generative Artificial Intelligence ETF 2.6 35 5 -0.4 -6.5
QLC FlexShares US Quality Large Cap Index Fund 2.5 25 15 4.8 -1.3
TOPC iShares S&P 500 3% Capped ETF 2.5 15 25 4.6 -1.5
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 9.5 +3.4
ARKF ARK Fintech Innovation ETF 2.5 75 -35 0.2 -5.9
ARKK ARK Innovation ETF 2.5 75 -35 -3.1 -9.2
ARKW ARK Next Generation Internet ETF 2.5 87 -47 0.7 -5.4
BNGE First Trust S-Network Streaming and Gaming ETF 2.5 70 -30 2.8 -3.3
GQQQ Astoria US Quality Growth Kings ETF 2.5 35 5 3.6 -2.5
TMFC Motley Fool 100 Index ETF 2.5 50 -10 3.1 -3.0
PFM Invesco Dividend Achievers ETF 2.5 53 -13 4.8 -1.4
LRND IQ U.S. Large Cap R&D Leaders ETF 2.5 14 26 4.1 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 2.5 25 15 11.8 +5.7
FFOX FundX Future Fund Opportunities ETF 2.5 100 -60 2.4 -3.7
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 2.5 10 30 4.3 -1.8
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 2.5 58 -18 3.4 -2.7
AVSU Avantis Responsible U.S. Equity ETF 2.5 15 25 5.3 -0.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 2.5 65 -25 4.9 -1.2
VFVA Vanguard U.S. Value Factor ETF 2.4 13 27 9.8 +3.7
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 4.2 -2.0
VUSV Vanguard Wellington U.S. Value Active ETF 2.4 30 10 5.9 -0.2
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 6.5 +0.4
FEX First Trust Large Cap Core AlphaDEX Fund 2.4 59 -19 5.3 -0.9
VBK Vanguard Small-Cap Growth ETF 2.4 7 33 1.3 -4.8
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.4 7 33 4.5 -1.6
BLCV iShares Large Cap Value Active ETF 2.4 53 -13 6.6 +0.5
ESGV Vanguard ESG U.S. Stock ETF 2.4 9 31 4.4 -1.7
QDEF FlexShares Quality Dividend Defensive Index Fund 2.3 37 3 5.5 -0.6
HDUS Hartford Disciplined US Equity ETF 2.3 19 21 4.9 -1.2
FEGE First Eagle Global Equity ETF 2.3 79 -39 6.0 -0.1
IWL iShares Russell Top 200 ETF 2.3 15 25 4.1 -2.1
COLO Global X MSCI Colombia ETF 2.3 62 -22 16.3 +10.2
ETHO Etho Climate Leadership U.S. ETF 2.3 47 -7 4.7 -1.4
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.3 70 -30 2.2 -3.9
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.3 9 31 5.4 -0.8
ABOT Abacus FCF Innovation Leaders ETF 2.3 69 -29 3.9 -2.2
OEF iShares S&P 100 ETF 2.3 20 20 4.0 -2.1
SNSR Global X Internet of Things ETF 2.3 68 -28 4.2 -1.9
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.3 24 16 7.4 +1.3
XVV iShares ESG Screened S&P 500 ETF 2.3 8 32 4.3 -1.8
FTGS First Trust Growth Strength ETF 2.2 60 -20 3.6 -2.5
ARKQ ARK Autonomous Technology & Robotics ETF 2.2 75 -35 1.0 -5.2
VIG Vanguard Dividend Appreciation ETF 2.2 5 35 5.0 -1.1
AVLV Avantis U.S. Large Cap Value ETF 2.2 15 25 6.2 +0.1
ENHU iShares Enhanced Large Cap Core Active ETF 2.2 22 18 4.3 -1.8
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 4.6 -1.6
FBCV Fidelity Blue Chip Value ETF 2.2 59 -19 6.1 -0.1
QGRO American Century U.S. Quality Growth ETF 2.2 29 11 3.9 -2.2
SMOX Horizon Small/Mid Cap Core Equity ETF 2.2 75 -35 5.7 -0.5
LOGO Alpha Brands Consumption Leaders ETF 2.2 69 -29 2.5 -3.6
SPXN ProShares S&P 500 Ex-Financials ETF 2.2 9 31 4.2 -1.9
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.2 10 30 4.5 -1.6
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.2 49 -9 3.7 -2.4
IMCG iShares Morningstar Mid-Cap Growth ETF 2.2 6 34 3.6 -2.5
BAI iShares AI Innovation and Tech Active ETF 2.2 55 -15 1.4 -4.8
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 4.5 -1.6
AIEQ AI Powered Equity ETF 2.1 75 -35 3.9 -2.2
STXM Strive Mid-Cap ETF 2.1 18 22 5.6 -0.5
BDIV AAM Brentview Dividend Growth ETF 2.1 49 -9 3.7 -2.4
VSLU Applied Finance Valuation Large Cap ETF 2.1 49 -9 4.9 -1.2
AKAF The Frontier Economic Fund 2.1 20 20 5.2 -0.9
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.1 15 25 4.5 -1.6
LCLG Logan Capital Broad Innovative Growth ETF 2.1 99 -59 3.2 -2.9
SYLD Cambria Shareholder Yield ETF 2.1 59 -19 10.8 +4.7
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.2 -1.9
IMOM Alpha Architect International Quantitative Momentum ETF 2.1 49 -9 4.2 -1.9
MGC Vanguard Mega Cap ETF 2.1 7 33 4.1 -2.0
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -12 5.5 -0.6
RVRB Reverb ETF 2.1 30 10 4.1 -2.0
ILCB iShares Morningstar U.S. Equity ETF 2.1 3 37 4.3 -1.8
IVV iShares Core S&P 500 ETF 2.1 3 37 4.4 -1.7
SPY SPDR S&P 500 ETF 2.1 9 31 4.4 -1.8
SPYM State Street SPDR Portfolio S&P 500 ETF 2.1 2 38 4.4 -1.7
TOV JLens 500 Jewish Advocacy U.S. ETF 2.1 18 22 4.1 -2.0
CATH Global X S&P 500 Catholic Values Custom ETF 2.1 29 11 4.2 -1.9
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 1.6 -4.5
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 2.1 20 20 4.2 -1.9
GXLC Global X U.S. 500 ETF 2.1 2 38 4.3 -1.8
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.0 -2.1
CHRI Global X S&P 500 Christian Values ETF 2.1 29 11 4.2 -2.0
AVUS Avantis U.S. Equity ETF 2.1 15 25 5.0 -1.1
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 2.0 60 -20 9.9 +3.8
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 2.0 65 -25 1.6 -4.5
DCOR Dimensional US Core Equity 1 ETF 2.0 14 26 4.8 -1.3
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 5.4 -0.7
IVAL Alpha Architect International Quantitative Value ETF 2.0 49 -9 7.7 +1.6
IWB iShares Russell 1000 ETF 2.0 15 25 4.4 -1.8
SPXV ProShares S&P 500 Ex-Health Care ETF 2.0 9 31 4.1 -2.0
IQM Franklin Intelligent Machines ETF 2.0 50 -10 1.3 -4.8
FTCS First Trust Capital Strength ETF 2.0 55 -15 5.3 -0.8
FLDZ RiverNorth Patriot ETF 2.0 75 -35 5.7 -0.4
IYY iShares Dow Jones U.S. ETF 2.0 20 20 4.3 -1.8
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 1.5 -4.6
VOT Vanguard Mid-Cap Growth ETF 2.0 7 33 3.2 -2.9
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.0 9 31 4.5 -1.6
RAUS RACWI US ETF 2.0 15 25 4.4 -1.7
VONE Vanguard Russell 1000 ETF 2.0 7 33 4.4 -1.7
VOO Vanguard S&P 500 ETF 2.0 3 37 4.4 -1.7
ESGU iShares ESG Aware MSCI USA ETF 2.0 15 25 4.4 -1.7
DFUS Dimensional U.S. Equity ETF 2.0 9 31 4.3 -1.8
QUVU Hartford Quality Value ETF 2.0 46 -6 5.8 -0.3
STRV Strive 500 ETF 2.0 5 35 4.3 -1.8
ADME Aptus Drawdown Managed Equity ETF 2.0 79 -39 3.5 -2.7
FLRG Fidelity U.S. Multifactor ETF 2.0 15 25 6.0 -0.1
FQAL Fidelity Quality Factor ETF 2.0 15 25 4.9 -1.3
PBUS Invesco MSCI USA ETF 1.9 4 36 4.4 -1.7
RAYD Rayliant Quantitative Developed Market Equity ETF 1.9 80 -40 3.7 -2.4
DFAU Dimensional US Core Equity Market ETF 1.9 12 28 4.5 -1.6
SMRI Bushido Capital US Equity ETF 1.9 71 -31 8.4 +2.3
LGCF Themes US Cash Flow Champions ETF 1.9 30 10 7.5 +1.3
IWV iShares Russell 3000 ETF 1.9 20 20 4.2 -1.9
VV Vanguard Large-Cap ETF 1.9 4 36 4.3 -1.8
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.9 3 37 4.6 -1.5
JQUA JPMorgan U.S. Quality Factor ETF 1.9 12 28 5.2 -0.9
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.2 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9 3 37 4.3 -1.8
DGT State Street SPDR Global Dow ETF 1.9 50 -10 5.9 -0.2
JVAL JPMorgan U.S. Value Factor ETF 1.9 12 28 7.4 +1.3
GLBL Pacer MSCI World Industry Advantage ETF 1.9 65 -25 3.7 -2.4
VTHR Vanguard Russell 3000 ETF 1.9 7 33 4.3 -1.8
BKLC BNY Mellon US Large Cap Core Equity ETF 1.9 0 40 4.4 -1.8
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 1.9 75 -35 3.4 -2.7
SPXE ProShares S&P 500 Ex-Energy ETF 1.9 9 31 4.3 -1.9
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 1.9 20 20 4.5 -1.6
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.9 20 20 4.9 -1.2
VOTE TCW Transform 500 ETF 1.9 5 35 4.3 -1.8
HLAL Wahed FTSE USA Shariah ETF 1.9 50 -10 4.0 -2.2
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 1.9 7 33 4.3 -1.8
DSI iShares MSCI KLD 400 Social ETF 1.9 25 15 4.4 -1.8
CFA VictoryShares US 500 Volatility Wtd ETF 1.9 35 5 5.4 -0.7
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 1.9 40 0 5.3 -0.8
TOGA Tremblant Global ETF 1.8 69 -29 -0.2 -6.3
EUSA iShares MSCI USA Equal Weighted ETF 1.8 9 31 5.7 -0.5
SFGV Sequoia Global Value ETF 1.8 23 17 7.3 +1.1
EMOT First Trust S&P 500 Economic Moat ETF 1.8 60 -20 7.7 +1.6
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 3.7 -2.4
ONEQ Fidelity Nasdaq Composite Index ETF 1.8 21 19 3.1 -3.0
BBUS JP Morgan Betabuilders U.S. Equity ETF 1.8 2 38 4.4 -1.8
SGLC SGI U.S. Large Cap Core ETF 1.8 85 -45 4.0 -2.1
JHML John Hancock Multifactor Large Cap ETF 1.8 29 11 4.7 -1.4
VTI Vanguard Total Stock Market ETF 1.8 3 37 4.3 -1.8
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.8 11 29 4.3 -1.8
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 1.8 75 -35 2.2 -3.9
DFAC Dimensional U.S. Core Equity 2 ETF 1.8 17 23 4.9 -1.2
AGIX KraneShares Artificial Intelligence and Technology ETF 1.8 99 -59 1.5 -4.6
JEDI Defiance Drone and Modern Warfare ETF 1.8 69 -29 1.2 -4.9
SIZE iShares MSCI USA Size Factor ETF 1.8 15 25 5.7 -0.5
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.8 32 8 4.2 -1.9
SCHX Schwab U.S. Large-Cap ETF 1.8 3 37 4.5 -1.7
QUAL iShares MSCI USA Quality Factor ETF 1.8 15 25 4.5 -1.6
FAB First Trust Multi Cap Value AlphaDEX Fund 1.8 67 -27 9.0 +2.9
TRFM AAM Transformers ETF 1.7 49 -9 1.2 -4.9
USEW Cambria US EW ETF 1.7 30 10 4.3 -1.8
SCHK Schwab 1000 Index ETF 1.7 5 35 4.5 -1.7
DEW WisdomTree Global High Dividend Fund 1.7 58 -18 7.4 +1.3
FELG Fidelity Enhanced Large Cap Growth ETF 1.7 18 22 3.4 -2.7
SFTY Horizon Managed Risk ETF 1.7 77 -37 3.6 -2.5
GLOF iShares Global Equity Factor ETF 1.7 20 20 5.9 -0.2
TAX Cambria Tax Aware ETF 1.7 49 -9 4.4 -1.7
RND First Trust Bloomberg R&D Leaders ETF 1.7 60 -20 2.6 -3.6
STOX Horizon Core Equity ETF 1.7 70 -30 3.7 -2.4
BGIG Bahl & Gaynor Income Growth ETF 1.7 45 -5 4.6 -1.6
LST Leuthold Select Industries ETF 1.7 91 -51 5.2 -0.9
SCHB Schwab U.S. Broad Market ETF 1.7 3 37 4.4 -1.7
LCTU BlackRock U.S. Carbon Transition Readiness ETF 1.7 14 26 4.4 -1.8
XOEF iShares S&P 500 ex S&P 100 ETF 1.7 20 20 4.9 -1.3
ARTY iShares Future AI & Tech ETF 1.7 47 -7 3.4 -2.7
SUSA iShares MSCI USA ESG Select ETF 1.6 25 15 4.2 -1.9
JMOM JPMorgan U.S. Momentum Factor ETF 1.6 12 28 3.7 -2.4
SFY SoFi Select 500 ETF 1.6 0 40 4.0 -2.1
FMDE Fidelity Enhanced Mid Cap ETF 1.6 23 17 5.6 -0.5
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 9.1 +3.0
PTL Inspire 500 ETF 1.6 9 31 4.6 -1.5
TTAC FCF US Quality ETF 1.6 59 -19 5.3 -0.8
DGRO iShares Core Dividend Growth ETF 1.6 8 32 5.7 -0.5
DIA SPDR Dow Jones Industrial Average ETF 1.6 16 24 4.9 -1.2
TOK iShares MSCI Kokusai ETF 1.6 26 14 4.5 -1.6
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 1.6 25 15 5.2 -0.9
WDIV SPDR S&P Global Dividend ETF 1.6 40 0 9.3 +3.2
FVAL Fidelity Value Factor ETF 1.6 15 25 6.2 +0.1
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.6 7 33 5.6 -0.5
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.5 12 28 4.6 -1.5
FMKT The Free Markets ETF 1.5 76 -36 4.2 -1.9
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.5 12 28 3.8 -2.4
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.5 45 -5 4.5 -1.7
ACEP ARS Core Equity ETF 1.5 45 -5 4.4 -1.7
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.5 15 25 7.1 +1.0
AQLT iShares MSCI Global Quality Factor ETF 1.5 18 22 0.0 -6.1
JOET Virtus Terranova US Quality Momentum ETF 1.5 29 11 3.9 -2.2
FDVV Fidelity High Dividend ETF 1.5 15 25 6.9 +0.8
NANC Unusual Whales Subversive Democratic Trading ETF 1.5 75 -35 3.1 -3.0
RGEF Rockefeller Global Equity ETF 1.5 55 -15 4.1 -2.1
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 6.0 -0.1
MOAT VanEck Morningstar Wide Moat ETF 1.5 46 -6 5.4 -0.7
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.5 45 -5 3.8 -2.3
MNZL Manzil Russell Halal USA Broad MarketETF 1.5 40 0 4.1 -2.0
SPXT ProShares S&P 500 Ex-Technology ETF 1.5 9 31 4.9 -1.2
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 5.2 -0.9
DXUV Dimensional US Vector Equity ETF 1.5 28 12 5.5 -0.6
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.2 -3.9
URTH iShares MSCI World ETF 1.5 24 16 4.5 -1.6
FTC First Trust Large Cap Growth AlphaDEX Fund 1.5 59 -19 1.9 -4.2
GURU Global X Guru Index ETF 1.5 75 -35 2.6 -3.5
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.4 64 -24 1.4 -4.7
DFSU Dimensional US Sustainability Core 1 ETF 1.4 18 22 4.8 -1.3
EGUS iShares ESG Aware MSCI USA Growth ETF 1.4 18 22 3.2 -2.9
SNPE Xtrackers S&P 500 ESG ETF 1.4 10 30 4.5 -1.6
LRGC AB US Large Cap Strategic Equities ETF 1.4 48 -8 4.0 -2.1
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 1.4 60 -20 5.0 -1.1
BFOR ALPS Barron's 400 ETF 1.4 65 -25 5.1 -1.0
KOKU Xtrackers MSCI Kokusai Equity ETF 1.4 9 31 4.6 -1.5
VUSE Vident U.S. Equity Strategy ETF 1.4 50 -10 3.8 -2.3
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.9 -2.2
RECS Columbia Research Enhanced Core ETF 1.4 15 25 5.5 -0.6
ZECP Zacks Earnings Consistent Portfolio ETF 1.4 55 -15 4.2 -1.9
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 1.4 58 -18 4.9 -1.3
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.4 30 10 4.3 -1.9
DEUS Xtrackers Russell US Multifactor ETF 1.4 17 23 6.6 +0.5
FFLC Fidelity Fundamental Large Cap Core ETF 1.3 38 2 4.1 -2.1
BEEX BeeHive ETF 1.3 84 -44 3.9 -2.2
ACWI iShares MSCI ACWI ETF 1.3 32 8 4.9 -1.2
TXS Texas Capital Texas Equity Index ETF 1.3 49 -9 5.1 -1.1
DUHP Dimensional US High Profitability ETF 1.3 21 19 5.2 -1.0
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 33 6.3 +0.2
SCHM Schwab U.S. Mid-Cap ETF 1.3 4 36 6.2 +0.1
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.2 20 20 6.4 +0.3
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.2 58 -18 3.7 -2.4
JGRW Jensen Quality Growth ETF 1.2 57 -17 4.0 -2.1
ULVM VictoryShares US Value Momentum ETF 1.2 20 20 6.4 +0.3
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 4.7 -1.4
FCPI Fidelity Stocks for Inflation ETF 1.2 15 25 6.0 -0.1
SFYX SoFi Next 500 ETF 1.2 0 40 5.0 -1.1
SFYF SoFi Social 50 ETF 1.2 29 11 0.9 -5.2
FDWM Fidelity Women's Leadership ETF 1.2 59 -19 3.7 -2.4
BUYZ Franklin Disruptive Commerce ETF 1.2 50 -10 2.3 -3.8
IMCB iShares Morningstar Mid-Cap ETF 1.2 4 36 5.5 -0.6
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 1.2 45 -5 -1.5 -7.7
JSTC Adasina Social Justice All Cap Global ETF 1.2 89 -49 4.7 -1.4
IVW iShares S&P 500 Growth ETF 1.2 18 22 3.1 -3.0
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 1.2 4 36 3.2 -2.9
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.2 10 30 3.9 -2.2
VT Vanguard Total World Stock ETF 1.2 6 34 5.3 -0.9
XT iShares Exponential Technologies ETF 1.1 46 -6 4.3 -1.9
WRND IQ Global Equity R&D Leaders ETF 1.1 18 22 4.2 -1.9
SMMD iShares Russell 2500 ETF 1.1 15 25 6.0 -0.1
PSET Principal Quality ETF 1.1 15 25 4.8 -1.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.1 45 -5 2.7 -3.4
QTUM Defiance Quantum ETF 1.1 40 0 4.8 -1.3
MGK Vanguard Mega Cap Growth ETF 1.1 7 33 3.5 -2.6
GEW Cambria Global EW ETF 1.1 29 11 5.5 -0.6
RFFC ALPS Active Equity Opportunity ETF 1.1 48 -8 3.8 -2.4
VXF Vanguard Extended Market ETF 1.1 5 35 4.0 -2.1
SUSL iShares ESG MSCI USA Leaders ETF 1.1 10 30 4.4 -1.7
VB Vanguard Small-Cap ETF 1.1 5 35 5.5 -0.6
IUSG iShares Core S&P U.S. Growth ETF 1.1 4 36 3.3 -2.8
WCEO Hypatia Women CEO ETF 1.1 85 -45 5.1 -1.1
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 4.2 -1.9
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.1 9 31 5.1 -1.0
FNX First Trust Mid Cap Core AlphaDEX Fund 1.1 60 -20 6.5 +0.4
SIXL ETC 6 Meridian Low Beta Equity ETF 1.1 80 -40 5.8 -0.3
FDLS Inspire Fidelis Multi Factor ETF 1.1 76 -36 3.4 -2.7
LGRO Level Four Large Cap Growth Active ETF 1.0 55 -15 3.9 -2.2
CGDG Capital Group Dividend Growers ETF 1.0 47 -7 5.2 -0.9
YNOT Horizon Digital Frontier ETF 1.0 75 -35 2.8 -3.3
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 5.9 -0.2
ILCG iShares Morningstar Growth ETF 1.0 4 36 3.2 -2.9
VOOG Vanguard S&P 500 Growth ETF 1.0 7 33 3.2 -2.9
MTUM iShares MSCI USA Momentum Factor ETF 1.0 15 25 2.8 -3.3
GVLU Gotham 1000 Value ETF 1.0 50 -10 8.3 +2.2
VO Vanguard Mid-Cap ETF 1.0 4 36 5.4 -0.7
STXG Strive 1000 Growth ETF 1.0 18 22 3.4 -2.7
JHMM John Hancock Multifactor Mid Cap ETF 1.0 42 -2 5.6 -0.5
AVMC Avantis U.S. Mid Cap Equity ETF 1.0 18 22 6.3 +0.1
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.0 10 30 4.4 -1.7
SMLF iShares U.S. SmallCap Equity Factor ETF 0.9 15 25 5.3 -0.8
FSMD Fidelity Small-Mid Multifactor ETF 0.9 15 25 7.0 +0.8
WAR U.S. Global Tech and Aerospace & Defense ETF 0.9 60 -20 0.2 -5.9
LQPE PEO AlphaQuest Thematic PE ETF 0.9 125 -85 5.1 -1.1
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 7.6 +1.5
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.9 24 16 6.4 +0.3
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.9 52 -12 4.9 -1.2
IQSM IQ Candriam U.S. Mid Cap Equity ETF 0.9 15 25 5.3 -0.8
VFQY Vanguard U.S. Quality Factor ETF 0.9 13 27 5.7 -0.4
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 20 0.9 -5.2
IWS iShares Russell Mid-Cap Value ETF 0.9 23 17 6.4 +0.3
AVUQ Avantis U.S. Quality ETF 0.9 15 25 3.7 -2.4
IWR iShares Russell Midcap ETF 0.8 19 21 5.6 -0.5
NIXT Research Affiliates Deletions ETF 0.8 9 31 7.3 +1.2
IOO iShares Global 100 ETF 0.8 41 -1 4.1 -2.0
JAVA JPMorgan Active Value ETF 0.8 44 -4 5.7 -0.4
IWP iShares Russell Mid-Cap Growth ETF 0.8 23 17 2.8 -3.3
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.8 56 -16 10.0 +3.9
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.3 -1.8
SRVR Pacer Data & Infrastructure Real Estate ETF 0.8 55 -15 3.8 -2.3
VUG Vanguard Growth ETF 0.8 4 36 3.5 -2.6
AESR Anfield U.S. Equity Sector Rotation ETF 0.8 108 -68 3.2 -2.9
FTCE First Trust New Constructs Core Earnings Leaders ETF 0.8 60 -20 4.8 -1.3
IWY iShares Russell Top 200 Growth ETF 0.7 20 20 3.6 -2.5
GINX SGI Enhanced Global Income ETF 0.7 98 -58 6.9 +0.8
CVAR Cultivar ETF 0.7 87 -47 6.9 +0.8
MAGA Point Bridge America First ETF 0.7 72 -32 5.2 -0.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.7 12 28 3.5 -2.6
QGRW WisdomTree U.S. Quality Growth Fund 0.7 28 12 3.0 -3.1
LCF Touchstone US Large Cap Focused ETF 0.7 69 -29 3.8 -2.4
IWF iShares Russell 1000 Growth ETF 0.7 19 21 3.5 -2.6
ESGG FlexShares STOXX Global ESG Select Index Fund 0.7 42 -2 4.4 -1.7
BKMC BNY Mellon US Mid Cap Core Equity ETF 0.7 4 36 5.8 -0.4
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.7 10 30 3.9 -2.2
VONG Vanguard Russell 1000 Growth ETF 0.7 7 33 3.6 -2.5
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 4.8 -1.3
PRXG Praxis Impact Large Cap Growth ETF 0.7 36 4 3.2 -2.9
JEPI JPMorgan Equity Premium Income ETF 0.7 35 5 4.7 -1.4
JGRO JPMorgan Active Growth ETF 0.7 44 -4 2.5 -3.6
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 4.5 -1.6
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.6 17 23 5.3 -0.8
BLES Inspire Global Hope ETF 0.6 61 -21 6.0 -0.2
RCGE RockCreek Global Equality ETF 0.6 95 -55 6.2 +0.1
ISCG iShares Morningstar Small-Cap Growth ETF 0.6 6 34 2.9 -3.2
XLSR State Street US Sector Rotation ETF 0.6 70 -30 4.4 -1.7
RODM Hartford Multifactor Developed Markets (ex-US) ETF 0.6 29 11 7.1 +1.0
CGUS Capital Group Core Equity ETF 0.6 33 7 3.7 -2.4
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.6 49 -9 8.8 +2.6
JADE JPMorgan Active Developing Markets Equity ETF 0.6 65 -25 6.5 +0.4
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.6 95 -55 -0.5 -6.6
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.5 15 25 6.4 +0.3
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 3.3 -2.9
TRUT VanEck Technology TruSector ETF 0.5 13 27 4.1 -2.0
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF 0.5 30 10 4.1 -2.0
FFTY Innovator IBD 50 ETF 0.5 80 -40 -0.1 -6.2
AFMC First Trust Active Factor Mid Cap ETF 0.5 65 -25 7.5 +1.4
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF 0.5 35 5 9.2 +3.1
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.4 -1.7
TMAT Main Thematic Innovation ETF 0.5 164 -124 -2.0 -8.1
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -4.3 -10.4
CAFG Pacer US Small Cap Cash Cows Growth Leaders ETF 0.5 59 -19 4.9 -1.2
GQI Natixis Gateway Quality Income ETF 0.5 34 6 4.5 -1.7
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 0.4 79 -39 4.5 -1.6
WSML iShares MSCI World Small-Cap ETF 0.4 15 25 5.6 -0.5
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 36 3.4 -2.7
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 4.5 -1.6
AOTG AOT Growth and Innovation ETF 0.4 75 -35 1.5 -4.6
IEUS iShares MSCI Europe Small-Cap ETF 0.4 42 -2 6.9 +0.8
SQLV Royce Quant Small-Cap Quality Value ETF 0.4 60 -20 8.6 +2.5
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -19 9.8 +3.6
CGGR Capital Group Growth ETF 0.4 39 1 2.6 -3.5
FDMO Fidelity Momentum Factor ETF 0.4 15 25 2.6 -3.5
VOE Vanguard Mid-Cap Value ETF 0.3 7 33 7.0 +0.8
ISCB iShares Morningstar Small-Cap ETF 0.3 4 36 5.7 -0.4
CGGO Capital Group Global Growth Equity ETF 0.3 47 -7 4.4 -1.7
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 8.6 +2.5
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 3.5 -2.6
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.3 35 5 5.2 -1.0
LVHI Franklin International Low Volatility High Dividend Index ET 0.3 40 0 7.7 +1.5
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.6 -2.5
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 34 7.2 +1.1
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.3 20 20 8.9 +2.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.3 39 1 8.5 +2.3
JGLO JPMorgan Global Select Equity ETF 0.3 33 7 4.4 -1.8
FNDA Schwab Fundamental US Small Co. Index ETF 0.3 25 15 6.5 +0.4
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.4 -1.7
DFAS Dimensional U.S. Small Cap ETF 0.2 26 14 5.9 -0.2
FLQM Franklin U.S. Mid Cap Multifactor Index ETF 0.2 30 10 7.5 +1.3
AVUV Avantis U.S. Small Cap Value ETF 0.2 25 15 8.7 +2.6
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.2 25 15 8.4 +2.3
MFIG Motley Fool Innovative Growth Factor ETF 0.2 50 -10 2.9 -3.3
WSGE Warren Street Global Equity ETF 0.2 80 -40 3.0 -3.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 2.5 -3.6
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.8 -0.3
SAGP Strategas Global Policy Opportunities ETF 0.2 65 -25 4.7 -1.5
IJT iShares S&P Small-Cap 600 Growth ETF 0.2 18 22 4.0 -2.2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF 0.2 33 7 7.3 +1.2
SLYG State Street SPDR S&P 600 Small Cap Growth ETF 0.2 15 25 4.0 -2.1
VIOG Vanguard S&P Small-Cap 600 Growth ETF 0.2 10 30 4.0 -2.2
SCZ iShares MSCI EAFE Small-Cap ETF 0.2 40 0 6.3 +0.2
DFSV Dimensional US Small Cap Value ETF 0.2 31 9 9.5 +3.3
VBR Vanguard Small Cap Value ETF 0.2 7 33 8.2 +2.1
IJR iShares Core S&P Small Cap ETF 0.2 6 34 6.8 +0.7
FYC First Trust Small Cap Growth AlphaDEX Fund 0.2 71 -31 -0.6 -6.7
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF 0.2 3 37 6.9 +0.8
VIOO Vanguard S&P Small-Cap 600 ETF 0.2 7 33 6.7 +0.6
EES WisdomTree U.S. SmallCap Fund 0.2 38 2 8.5 +2.4
TPSC Timothy Plan US Small Cap Core ETF 0.1 52 -12 6.9 +0.8
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 20 7.4 +1.3
IJS iShares S&P Small-Cap 600 Value ETF 0.1 18 22 9.6 +3.5
NUSC Nuveen ESG Small-Cap ETF 0.1 31 9 5.2 -0.9
ISCV iShares Morningstar Small Cap Value ETF 0.1 6 34 8.2 +2.1
SLYV State Street SPDR S&P 600 Small Cap Value ETF 0.1 15 25 9.7 +3.6
VIOV Vanguard S&P Small-Cap 600 Value ETF 0.1 10 30 9.7 +3.6
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 28 3.7 -2.5
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF 0.1 9 31 4.1 -2.0
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.1 35 5 6.4 +0.3
STXK Strive Small-Cap ETF 0.1 18 22 5.5 -0.6
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 5.2 -0.9
PKW Invesco Buyback Achievers ETF 0.1 62 -22 7.4 +1.3
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 1.6 -4.5
BKSE BNY Mellon US Small Cap Core Equity ETF 0.1 4 36 5.6 -0.5
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 0 4.2 -1.9
SCHA Schwab U.S. Small-Cap ETF 0.1 4 36 4.8 -1.3
AVSC Avantis U.S Small Cap Equity ETF 0.1 25 15 5.1 -1.0
IEUR iShares Core MSCI Europe ETF 0.0 11 29 6.5 +0.4
AVSD Avantis Responsible International Equity ETF 0.0 23 17 6.1 -0.0
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 6.2 +0.1
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 6.1 0.0
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 6.8 +0.7
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 7.1 +1.0
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 6.1 -0.1
AVDE Avantis International Equity ETF 0.0 23 17 6.3 +0.2
DFAT Dimensional U.S. Targeted Value ETF 0.0 28 12 9.2 +3.1
AVMV Avantis U.S. Mid Cap Value ETF 0.0 20 20 7.6 +1.5

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:

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 2.4 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.1 %
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.