iShares U.S. Telecommunications ETF
ALTAR
Score™		 6.7% info Recommen-
dation		 OVERWEIGHT
2025E    2026E
P/E
ratio		 16.5x P/Sales
ratio		 2.1x
P/BV
ratio		 2.5x Div.
yield		 2.9%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
The iShares U.S. Telecommunications Sector Index Fund seeks investment results that generally correspond price and yield performance, before fees and expenses, of U.S. telecommunications stocks, as represented by the Dow Jones U.S. Select Telecommunications Index.

FUND BASICS
Category US Equities
Fund Sponsor Barclays Global Investors
Website www.ishares.com
Inception date May 22, 2000
Assets (mns) $628
Currency USD
Expense ratio 40 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian State Street Bank & Trust
Weighting Market Cap
Index replication Optimized
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 23
Wgt avg mkt cap (mns) $128,162
Large cap (>$10bn) 88.4%
Mid cap ($2-10bn) 11.6%
Small cap (<$2bn) 0.0%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
CISCO SYSTEMS INC 20.2 %
VERIZON COMMUNICATIONS INC 11.7 %
AT&T INC 11.7 %
LUMENTUM HOLDINGS INC 6.2 %
AST SPACEMOBILE, INC. CLASS A 6.0 %
CIENA CORP 4.9 %
ARISTA NETWORKS, INC. 3.7 %
T-MOBILE US, INC. 3.4 %
COMCAST CORP-CL A 3.3 %
ROKU, INC. CLASS A 3.3 %
Total 74.5 %

TOP COUNTRY EXPOSURE
UNITED STATES 85.2 %
LUXEMBOURG 3.2 %









HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


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

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

Technical Indicators
Recent close $33.41
30d moving avg. $32.37
Annualized volatility 15.3%
Short interest (ETF) 4.4%
Short interest (Underlying) 3.2%
Relative strength (RSI) 58

Liquidity measures
Avg. volume (thou.) 1,455
Turnover 7.7%
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™: 6.7%


ALTERNATIVE ETFs BASED ON OVERLAP WITH IYZ
Ticker Fund
Name		 Overlap1
vs IYZ
(%)		 Expense
ratio
(bp)		 Savings
vs IYZ
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs IYZ
(%)
XTL State Street SPDR S&P Telecom ETF 36.5 35 5 1.2 -5.5
RSPC Invesco S&P 500 Equal Weight Communication Services ETF 20.9 40 0 6.0 -0.8
FCOM Fidelity MSCI Communication Services Index ETF 20.3 8 32 4.6 -2.1
KNCT Invesco Next Gen Connectivity ETF 18.2 40 0 4.6 -2.1
XLC The Communication Services Select Sector SPDR Fund 17.7 8 32 5.5 -1.2
SIXG Defiance Connective Technologies ETF 16.8 30 10 3.9 -2.8
VOX Vanguard Communication Services ETF 16.0 9 31 4.8 -1.9
SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF 15.0 5 35 8.0 +1.3
DJD Invesco Dow Jones Industrial Average Dividend ETF 14.9 7 33 7.7 +1.0
VLUE iShares MSCI USA Value Factor ETF 13.6 15 25 9.2 +2.5
TRFK Pacer Data and Digital Revolution ETF 13.3 60 -20 3.0 -3.7
SIXA ETC 6 Meridian Mega Cap Equity ETF 12.5 80 -40 7.0 +0.3
SELV SEI Enhanced Low Volatility U.S. Large Cap ETF 12.3 15 25 6.7 -0.1
PWV Invesco Large Cap Value ETF 12.0 55 -15 7.6 +0.9
TDIV First Trust NASDAQ Technology Dividend Index Fund 11.8 50 -10 5.3 -1.4
IXP iShares Global Comm Services ETF 11.6 42 -2 5.7 -1.0
FDN First Trust Dow Jones Internet Index Fund 10.8 52 -12 3.0 -3.7
FDND FT Vest Dow Jones Internet & Target Income ETF 10.8 75 -35 2.8 -3.9
UFO Procure Space ETF 10.5 75 -35 0.2 -6.5
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF 10.4 41 -1 5.6 -1.1
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 10.4 47 -7 5.9 -0.9
UDI USCF Dividend Income Fund 10.4 65 -25 8.2 +1.5
DIVZ TrueShares Low Volatility Equity Income ETF 10.3 65 -25 6.5 -0.2
XPND First Trust Expanded Technology ETF 10.1 65 -25 3.5 -3.2
MDLV Morgan Dempsey Large Cap Value ETF 10.0 58 -18 7.2 +0.5
AUSF Global X Adaptive U.S. Factor ETF 9.9 27 13 9.0 +2.3
SEIV SEI Enhanced U.S. Large Cap Value Factor ETF 9.5 15 25 9.0 +2.3
FDL First Trust Morningstar Dividend Leaders Index Fund 9.5 45 -5 10.7 +4.0
DIVN Horizon Dividend Income ETF 9.5 70 -30 7.8 +1.1
SDOG ALPS Sector Dividend Dogs ETF 9.3 36 4 9.7 +3.0
DIVB iShares Core Dividend ETF 9.2 5 35 8.2 +1.5
FDCF Fidelity Disruptive Communications ETF 9.2 50 -10 3.9 -2.8
FLAG Global X S&P 500 U.S. Market Leaders Top 50 ETF 9.0 29 11 6.9 +0.2
VEGN US Vegan Climate ETF 9.0 60 -20 4.5 -2.2
RAFE PIMCO RAFI ESG U.S. ETF 8.9 29 11 6.9 +0.2
BRIF FIS Bright Portfolios Focused Equity ETF 8.8 65 -25 4.7 -2.0
CIBR First Trust NASDAQ Cybersecurity ETF 8.8 60 -20 4.1 -2.6
SCHD Schwab US Dividend Equity ETF 8.4 6 34 10.0 +3.3
ITAN Sparkline Intangible Value ETF 8.4 50 -10 6.6 -0.1
TBG TBG Dividend Focus ETF 8.4 59 -19 8.0 +1.3
NXTG First Trust Indxx NextG ETF 8.2 70 -30 4.8 -1.9
EQIN Columbia US Equity Income ETF 8.1 35 5 7.0 +0.3
OUSA ALPS O'Shares U.S. Quality Dividend ETF 8.0 48 -8 6.3 -0.4
SPRX Spear Alpha ETF 8.0 75 -35 -0.3 -7.0
EQAL Invesco Russell 1000 Equal Weight ETF 7.9 20 20 7.2 +0.4
CHPX Global X AI Semiconductor & Quantum ETF 7.9 50 -10 3.2 -3.5
DVND Touchstone Dividend Select ETF 7.8 67 -27 5.6 -1.1
ARB AltShares Merger Arbitrage ETF 7.8 77 -37 3.9 -2.8
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 7.6 75 -35 5.2 -1.5
REVS Columbia Research Enhanced Value ETF 7.6 19 21 7.7 +1.0
GXPC Global X PureCap MSCI Communication Services ETF 7.5 25 15 4.5 -2.2
HDV iShares Core High Dividend ETF 7.2 8 32 7.2 +0.5
HACK ETFMG Prime Cyber Security ETFMG Prime Cyber Security Fund 7.2 60 -20 3.0 -3.7
BMVP Invesco Bloomberg MVP Multi-factor ETF 7.2 29 11 7.5 +0.8
CRTC Xtrackers US National Critical Technologies ETF 7.1 35 5 4.8 -1.9
COWZ Pacer US Cash Cows 100 ETF 7.1 49 -9 8.5 +1.8
OALC OneAscent Large Cap Core ETF 7.1 86 -46 4.1 -2.6
USMF WisdomTree U.S. Multifactor Fund 7.0 28 12 7.4 +0.7
DIVY Sound Equity Dividend Income ETF 6.9 45 -5 10.1 +3.4
SPDV AAM S&P 500 High Dividend Value ETF 6.9 29 11 12.0 +5.3
USMV iShares MSCI USA Min Vol Factor ETF 6.8 15 25 5.8 -0.9
VFMV Vanguard U.S. Minimum Volatility ETF 6.8 13 27 6.0 -0.7
TCAI Tortoise AI Infrastructure ETF 6.7 65 -25 2.3 -4.4
EDOW First Trust Dow 30 Equal Weight ETF 6.7 50 -10 5.4 -1.3
ESMV iShares ESG MSCI USA Min Vol Factor ETF 6.6 18 22 5.8 -1.0
FDLO Fidelity Low Volatility Factor ETF 6.6 15 25 5.5 -1.2
DYNF BlackRock U.S. Equity Factor Rotation ETF 6.6 30 10 4.4 -2.3
SRHQ SRH U.S. Quality ETF 6.5 35 5 7.4 +0.7
RJDI RJ Eagle GCM Dividend Select Income ETF 6.5 55 -15 5.4 -1.3
SPVU Invesco S&P 500 Enhanced Value ETF 6.5 13 27 10.1 +3.4
IVES Wedbush ETFMG Global Cloud Technology ETF 6.5 68 -28 5.9 -0.8
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund 6.4 60 -20 5.0 -1.7
FLQL Franklin LibertyQ U.S. Equity ETF 6.2 15 25 5.4 -1.4
ACVF American Conservative Values ETF 6.2 75 -35 4.3 -2.4
SKYY First Trust Cloud Computing ETF 6.2 60 -20 3.0 -3.7
ROE Astoria US Quality Kings ETF 6.1 49 -9 6.9 +0.2
ACSI American Customer Satisfaction ETF 6.1 65 -25 5.4 -1.3
QVAL Alpha Architect US Quantitative Value ETF 6.0 39 1 10.3 +3.6
DARP Grizzle Growth ETF 6.0 75 -35 2.8 -4.0
DSTL Distillate US Fundamental Stability & Value ETF 5.9 39 1 8.6 +1.9
JHDV John Hancock U.S. High Dividend ETF 5.9 34 6 6.7 +0.0
DFLV Dimensional US Large Cap Value ETF 5.9 22 18 7.5 +0.8
VALQ American Century U.S. Quality Value ETF 5.9 29 11 8.0 +1.3
DFUV Dimensional US Marketwide Value ETF 5.8 22 18 7.4 +0.7
GOP Unusual Whales Subversive Republican Trading ETF 5.8 50 -10 5.4 -1.4
AVLV Avantis U.S. Large Cap Value ETF 5.8 15 25 7.8 +1.1
KNGZ First Trust S&P 500 Diversified Dividend Aristocrats ETF 5.7 50 -10 8.6 +1.9
PTF Invesco Dorsey Wright Technology Momentum ETF 5.7 60 -20 -1.1 -7.8
FCTE SMI 3Fourteen Full-Cycle Trend ETF 5.7 85 -45 4.6 -2.1
KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF 5.7 56 -16 6.2 -0.5
USRD Themes US R&D Champions ETF 5.7 29 11 4.6 -2.1
ROUS Hartford Multifactor US Equity ETF 5.6 19 21 7.0 +0.3
LYLD Cambria Large Cap Shareholder Yield ETF 5.6 59 -19 9.8 +3.1
CHGX AXS Change Finance ESG ETF 5.6 49 -9 5.2 -1.5
HUSV First Trust Horizon Managed Volatility Domestic ETF 5.6 70 -30 5.1 -1.6
YLDE ClearBridge Dividend Strategy ESG ETF 5.5 60 -20 5.8 -1.0
TDV ProShares S&P Technology Dividend Aristocrats ETF 5.5 45 -5 5.8 -0.9
LVOL American Century Low Volatility ETF 5.5 29 11 5.1 -1.6
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 5.5 30 10 10.5 +3.8
EGLE Global X S&P 500 U.S. Revenue Leaders ETF 5.5 19 21 5.5 -1.2
WFH Direxion Work From Home ETF 5.5 45 -5 4.0 -2.7
SHRY First Trust Bloomberg Shareholder Yield ETF 5.3 60 -20 10.7 +4.0
ACWV iShares MSCI Global Min Vol Factor ETF 5.3 20 20 5.7 -1.0
CZAR Themes Natural Monopoly ETF 5.3 35 5 5.6 -1.1
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF 5.3 35 5 7.9 +1.2
CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF 5.3 38 2 7.8 +1.1
QLV FlexShares US Quality Low Volatility Index Fund 5.2 22 18 5.8 -0.9
WOMN Impact Shares YWCA Women's Empowerment ETF 5.2 75 -35 5.6 -1.1
FPAG FPA Global Equity ETF 5.1 49 -9 5.6 -1.1
SEIM SEI Enhanced U.S. Large Cap Momentum Factor ETF 5.1 15 25 4.1 -2.6
ABEQ Absolute Select Value ETF 5.1 85 -45 4.8 -1.9
BBLU EA Bridgeway Blue Chip ETF EA Bridgeway Blue Chip ETF 5.0 15 25 4.9 -1.8
SNPV Xtrackers S&P 500 Value ESG ETF 5.0 15 25 6.8 +0.1
FBCV Fidelity Blue Chip Value ETF 4.9 59 -19 7.4 +0.7
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 4.9 19 21 6.3 -0.4
JPUS JPMorgan Diversified Return U.S. Equity ETF 4.9 18 22 7.9 +1.2
WBIY WBI Power Factor High Dividend ETF 4.8 100 -60 13.5 +6.8
GCOW Pacer Global Cash Cows Dividend ETF 4.8 60 -20 10.4 +3.7
FELV Fidelity Enhanced Large Cap Value ETF 4.8 18 22 6.8 +0.1
SPMV Invesco S&P 500 Minimum Variance ETF 4.7 10 30 5.7 -1.0
DURA VanEck Durable High Dividend ETF 4.7 29 11 7.5 +0.8
EQWL Invesco S&P 100 Equal Weight ETF 4.7 25 15 6.2 -0.5
INCE Franklin Income Equity Focus ETF 4.7 29 11 5.9 -0.8
DLN WisdomTree U.S. LargeCap Dividend Fund 4.7 28 12 6.0 -0.7
QUS State Street SPDR MSCI USA StrategicFactors ETF 4.6 15 25 5.7 -1.0
WTV WisdomTree US Value Fund of Benef Interest 4.6 12 28 8.9 +2.2
FLV American Century Focused Large Cap Value ETF 4.6 42 -2 6.8 +0.1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 4.6 49 -9 4.9 -1.8
RDIV Invesco S&P Ultra Dividend Revenue ETF 4.5 39 1 11.7 +5.0
BLCV iShares Large Cap Value Active ETF 4.5 53 -13 7.4 +0.7
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4.4 29 11 6.4 -0.3
XLK The Technology Select Sector SPDR Fund 4.4 8 32 4.3 -2.4
LST Leuthold Select Industries ETF 4.4 91 -51 5.7 -1.0
IWX iShares Russell Top 200 Value ETF 4.4 20 20 6.0 -0.7
STXV Strive 1000 Value ETF 4.3 18 22 8.2 +1.5
DIV Global X SuperDividend US ETF 4.3 45 -5 11.2 +4.5
QTOP iShares Nasdaq Top 30 Stocks ETF 4.2 20 20 3.7 -3.0
TEXN iShares Texas Equity ETF 4.2 20 20 6.2 -0.5
VLU State Street SPDR S&P 1500 Value Tilt ETF 4.1 12 28 7.3 +0.6
SPMO Invesco S&P 500 Momentum ETF 4.1 13 27 3.9 -2.8
BRNY Burney U.S. Factor Rotation ETF Burney U.S. Factor Rotation 4.1 79 -39 5.8 -0.9
GVUS Marketbeta Russell 1000 Value Equity ETF 4.1 12 28 6.5 -0.2
DTD WisdomTree U.S. Total Dividend Fund 4.1 28 12 6.4 -0.4
XDAT Franklin Exponential Data ETF 4.1 50 -10 2.4 -4.4
TOGA Tremblant Global ETF 4.0 69 -29 1.7 -5.1
QQMG Invesco ESG NASDAQ 100 ETF 4.0 20 20 4.2 -2.5
EMOT First Trust S&P 500 Economic Moat ETF 4.0 60 -20 8.5 +1.8
VFMO Vanguard U.S. Momentum Factor ETF 4.0 13 27 2.9 -3.8
RSPT Invesco S&P 500 Equal Weight Technology ETF 4.0 40 0 5.4 -1.3
CSTK Invesco Comstock Contrarian Equity ETF 4.0 35 5 6.8 +0.1
MGV Vanguard Mega Cap Value ETF 4.0 7 33 6.5 -0.2
BLCR iShares Large Cap Core Active ETF 4.0 36 4 3.7 -3.0
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares 4.0 35 5 4.1 -2.6
AIVL WisdomTree U.S. AI Enhanced Value Fund 4.0 38 2 6.5 -0.2
IETC iShares U.S. Tech Independence Focused ETF 3.9 18 22 3.5 -3.2
FOWF Pacer Solactive Whitney Fututre of Warfare ETF 3.9 60 -20 4.0 -2.7
INRO iShares U.S. Industry Rotation Active ETF 3.9 42 -2 4.6 -2.1
QQLV Invesco QQQ Low Volatility ETF 3.9 25 15 4.8 -2.0
IUS Invesco RAFI Strategic US ETF 3.9 19 21 6.8 +0.1
FTCS First Trust Capital Strength ETF 3.9 55 -15 6.0 -0.7
PRXV Praxis Impact Large Cap Value ETF 3.9 36 4 6.7 -0.0
EPS WisdomTree U.S. LargeCap Fund 3.9 8 32 5.7 -1.0
AIEQ AI Powered Equity ETF 3.9 75 -35 4.7 -2.0
ABFL Abacus FCF Leaders ETF 3.8 59 -19 4.9 -1.8
FNDX Schwab Fundamental US Large Co. Index ETF 3.8 25 15 7.2 +0.5
BUZZ VanEck Social Sentiment ETF 3.8 75 -35 -0.8 -7.5
FUNL CornerCap Fundametrics Large-Cap ETF 3.8 50 -10 7.2 +0.5
GLOV Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF 3.7 25 15 6.0 -0.7
MISL First Trust Indxx Aerospace & Defense ETF 3.7 60 -20 2.0 -4.7
BIBL Inspire 100 ETF 3.7 35 5 5.1 -1.6
SXQG ETC 6 Meridian Quality Growth ETF 3.7 100 -60 4.9 -1.8
AGIQ Sofi Agentic AI ETF 3.7 69 -29 1.8 -5.0
PRF Invesco FTSE RAFI US 1000 ETF 3.7 39 1 6.7 +0.0
SPLV Invesco S&P 500 Low Volatility ETF 3.7 25 15 5.7 -1.0
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF 3.7 25 15 5.7 -1.0
DHS WisdomTree U.S. High Dividend Fund 3.7 38 2 8.2 +1.5
GSPY Gotham Enhanced 500 ETF 3.7 50 -10 5.1 -1.6
RAYD Rayliant Quantitative Developed Market Equity ETF 3.6 80 -40 4.5 -2.2
FTEC Fidelity MSCI Information Technology Index ETF 3.6 8 32 3.9 -2.8
QQQ Invesco QQQ Trust Series I 3.6 20 20 4.1 -2.6
QQQM Invesco NASDAQ 100 ETF 3.6 15 25 4.2 -2.5
ARTY iShares Future AI & Tech ETF 3.6 47 -7 3.5 -3.2
VYM Vanguard High Dividend Yield Index ETF 3.6 6 34 7.0 +0.3
FFLC Fidelity Fundamental Large Cap Core ETF 3.6 38 2 4.5 -2.2
SGLC SGI U.S. Large Cap Core ETF 3.6 85 -45 4.1 -2.6
FFND Future Fund Active ETF 3.6 100 -60 3.8 -2.9
QQEW First Trust Nasdaq-100 Equal Weighted Index Fund 3.5 58 -18 4.5 -2.2
FNDB Schwab Fundamental US Broad Market Index ETF 3.5 25 15 7.2 +0.5
RJMG FT Raymond James Multicap Growth Equity ETF 3.5 85 -45 3.0 -3.7
FTCE First Trust New Constructs Core Earnings Leaders ETF 3.5 60 -20 5.3 -1.4
FTGS First Trust Growth Strength ETF 3.5 60 -20 4.5 -2.2
CAML Congress Large Cap Growth ETF 3.5 66 -26 3.3 -3.4
FLRG Fidelity U.S. Multifactor ETF 3.5 15 25 7.0 +0.3
QQWZ Pacer Cash COWZ 100-Nasdaq100 Rotator ETF 3.5 49 -9 3.6 -3.1
NBCC Neuberger Berman Next Generation Connected Consumer ETF 3.4 56 -16 2.9 -3.9
SAWG AAM Sawgrass US Large Cap Quality Growth ETF 3.4 49 -9 4.2 -2.5
SSPX Janus Henderson U.S. Sustainable Equity ETF 3.4 55 -15 4.5 -2.2
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF 3.4 60 -20 4.4 -2.3
FMTM MarketDesk Focused U.S. Momentum ETF 3.4 45 -5 4.2 -2.5
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 3.4 60 -20 4.8 -1.9
HKND Humankind US Stock ETF 3.3 11 29 7.1 +0.4
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF 3.3 75 -35 2.8 -3.9
QWLD SPDR MSCI World StrategicFactors ETF 3.3 30 10 5.8 -0.9
SHE State Street SPDR MSCI USA Gender Diversity ETF 3.3 20 20 5.3 -1.4
DFVX Dimensional US Large Cap Vector ETF 3.3 22 18 6.3 -0.4
SNPD Xtrackers S&P ESG Dividend Aristocrats ETF 3.3 15 25 7.8 +1.1
QGRO American Century U.S. Quality Growth ETF 3.3 29 11 3.9 -2.9
ARKK ARK Innovation ETF 3.3 75 -35 -2.6 -9.3
ARKW ARK Next Generation Internet ETF 3.3 87 -47 0.8 -5.9
VTV Vanguard Value ETF 3.3 4 36 6.9 +0.2
VONV Vanguard Russell 1000 Value ETF 3.3 7 33 6.5 -0.2
SCHV Schwab U.S. Large-Cap Value ETF 3.3 4 36 6.7 +0.0
IWD iShares Russell 1000 Value ETF 3.3 19 21 6.4 -0.3
AVSU Avantis Responsible U.S. Equity ETF 3.3 15 25 5.8 -0.9
SEIQ SEI Enhanced U.S. Large Cap Quality Factor ETF 3.2 15 25 8.3 +1.6
IGM iShares Expanded Tech Sector ETF 3.2 41 -1 3.5 -3.2
BOUT Innovator IBD Breakout Opportunities ETF 3.2 81 -41 5.3 -1.5
NUDV Nuveen ESG Dividend ETF 3.2 26 14 7.6 +0.9
FELC Fidelity Enhanced Large Cap Core ETF 3.2 18 22 5.3 -1.4
FDMO Fidelity Momentum Factor ETF 3.2 15 25 3.6 -3.1
VOOV Vanguard S&P 500 Value ETF 3.2 7 33 6.2 -0.5
QLC FlexShares US Quality Large Cap Index Fund 3.2 25 15 5.2 -1.5
IVE iShares S&P 500 Value ETF 3.1 18 22 6.1 -0.6
SPYV State Street SPDR Portfolio S&P 500 Value ETF 3.1 4 36 6.3 -0.4
RWL Invesco S&P 500 Revenue ETF 3.1 39 1 6.8 +0.1
ILCV iShares Morningstar Value ETF 3.1 4 36 6.3 -0.4
QRFT Qraft Ai-Enhanced U.S. Large Cap ETF 3.1 75 -35 4.0 -2.7
DFNV Donoghue Forlines Innovation ETF 3.1 69 -29 4.5 -2.2
ARKF ARK Fintech Innovation ETF 3.1 75 -35 0.2 -6.5
DVY iShares Select Dividend ETF 3.1 38 2 9.2 +2.5
FDRR Fidelity Dividend ETF for Rising Rates 3.1 15 25 6.8 +0.1
VFVA Vanguard U.S. Value Factor ETF 3.1 13 27 10.6 +3.9
SSPY Syntax Stratified LargeCap ETF 3.1 30 10 6.8 +0.1
IUSV iShares Core S&P US Value ETF 3.1 4 36 6.4 -0.3
SHUS Syntax Stratified U.S. Total Market Hedged ETF 3.1 65 -25 6.4 -0.3
SGRT SMART Earnings Growth 30 ETF 3.0 59 -19 2.3 -4.4
SPGP Invesco S&P 500 GARP ETF 3.0 34 6 6.9 +0.2
VFMF Vanguard U.S. Multifactor ETF 3.0 18 22 7.8 +1.1
TIME Clockwise Core Equity & Innovation ETF 3.0 95 -55 3.9 -2.8
GQQQ Astoria US Quality Growth Kings ETF 3.0 35 5 4.6 -2.2
ARKX ARK Space Exploration & Innovation ETF 3.0 75 -35 0.2 -6.5
USXF iShares ESG Advanced MSCI USA ETF 3.0 10 30 4.7 -2.1
AIQ Global X Artificial Intelligence & Technology ETF 3.0 68 -28 3.5 -3.2
SDY State Street SPDR S&P Dividend ETF 3.0 35 5 6.9 +0.2
LGLV State Street SPDR US Large Cap Low Volatility Index ETF 3.0 12 28 6.1 -0.6
LGDX Intech S&P Large Cap Diversified Alpha ETF 3.0 25 15 4.9 -1.8
OPTZ Optimize Strategy Index ETF 2.9 50 -10 4.8 -1.9
DIVS SmartETFs Dividend Builder ETF 2.9 65 -25 5.0 -1.7
NACP Impact Shares NAACP Minority Empowerment ETF 2.9 49 -9 4.7 -2.0
LOUP Innovator Deepwater Frontier Tech ETF 2.9 70 -30 1.0 -5.7
QNXT iShares Nasdaq-100 ex Top 30 ETF 2.9 20 20 4.7 -2.0
FTA First Trust Large Cap Value AlphaDEX Fund 2.9 59 -19 8.9 +2.2
HDUS Hartford Disciplined US Equity ETF 2.9 19 21 5.7 -1.0
ALTL Pacer Lunt Large Cap Alternator ETF 2.9 60 -20 4.9 -1.8
USSE Segall Bryant & Hamill Select Equity ETF 2.9 65 -25 4.1 -2.6
NEWZ StockSnips AI-Powered Sentiment US All Cap ETF 2.9 65 -25 5.0 -1.7
BGDV Bahl & Gaynor Dividend ETF 2.9 45 -5 4.7 -2.0
NULC Nuveen ESG Large-Cap ETF 2.9 21 19 4.7 -2.0
IQM Franklin Intelligent Machines ETF 2.9 50 -10 2.0 -4.7
AGRW Allspring LT Large Growth ETF 2.9 35 5 3.6 -3.1
AVUS Avantis U.S. Equity ETF 2.9 15 25 5.7 -1.0
LCOW Pacer S&P 500 Quality FCF Aristocrats ETF 2.8 49 -9 6.1 -0.6
EVUS iShares ESG Aware MSCI USA Value ETF 2.8 18 22 6.4 -0.3
XNTK State Street SPDR NYSE Technology ETF 2.8 35 5 3.5 -3.3
USNZ Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 2.8 10 30 5.2 -1.5
VGT Vanguard Information Technology ETF 2.8 9 31 3.9 -2.8
GTEK Goldman Sachs Future Tech Leaders Equity ETF 2.8 75 -35 2.9 -3.8
XMAG Defiance Large Cap ex-Mag 7 ETF 2.8 35 5 5.2 -1.5
PUI Invesco Dorsey Wright Utilities Momentum ETF 2.8 60 -20 4.8 -1.9
DEW WisdomTree Global High Dividend Fund 2.8 58 -18 8.2 +1.5
JAVA JPMorgan Active Value ETF 2.7 44 -4 6.4 -0.3
DGRO iShares Core Dividend Growth ETF 2.7 8 32 6.6 -0.1
DSPY Tema S&P 500 Historical Weight ETF 2.7 18 22 5.1 -1.6
XMMO Invesco S&P MidCap Momentum ETF 2.7 34 6 4.3 -2.4
CVLC Calvert US Large-Cap Core Responsible Index ETF 2.7 15 25 4.9 -1.9
USCA Xtrackers MSCI USA Climate Action Equity ETF 2.7 7 33 5.1 -1.6
AFLG First Trust Active Factor Large Cap ETF 2.7 55 -15 6.3 -0.4
WLDR Affinity World Leaders Equity ETF 2.6 67 -27 7.1 +0.4
QDIV Global X S&P 500 Quality Dividend ETF 2.6 20 20 9.1 +2.4
QDEF FlexShares Quality Dividend Defensive Index Fund 2.6 37 3 6.2 -0.5
LEGR First Trust Indxx Innovative Transaction & Process ETF 2.6 65 -25 8.0 +1.3
BNGE First Trust S-Network Streaming and Gaming ETF 2.6 70 -30 2.6 -4.1
OEI Optimized Equity Income ETF 2.6 75 -35 3.9 -2.9
FNY First Trust Mid Cap Growth AlphaDEX Fund 2.6 70 -30 2.1 -4.6
ONEQ Fidelity Nasdaq Composite Index ETF 2.6 21 19 3.7 -3.0
LVHD Franklin U.S. Low Volatility High Dividend Index ETF 2.6 27 13 7.3 +0.6
RPG Invesco S&P 500 Pure Growth ETF 2.6 35 5 3.5 -3.2
TMFE Motley Fool Capital Efficiency 100 Index ETF 2.6 50 -10 4.1 -2.6
IXN iShares Global Tech ETF 2.6 41 -1 3.5 -3.2
FVD First Trust Value Line Dividend Index Fund 2.5 65 -25 6.3 -0.4
PEY Invesco High Yield Equity Dividend Achievers ETF 2.5 52 -12 9.9 +3.2
COWS Amplify Cash Flow Dividend Leaders ETF 2.5 0 40 12.1 +5.4
ULVM VictoryShares US Value Momentum ETF 2.5 20 20 7.3 +0.6
PFM Invesco Dividend Achievers ETF 2.5 53 -13 5.3 -1.4
DIVD Altrius Global Dividend ETF Altrius Global Divid ETF 2.5 49 -9 9.2 +2.5
YALL God Bless America ETF 2.5 65 -25 4.6 -2.1
SPXN ProShares S&P 500 Ex-Financials ETF 2.5 9 31 4.9 -1.8
KRMA Global X Conscious Companies ETF 2.5 43 -3 6.0 -0.7
GXPT Global X PureCap MSCI Information Technology ETF 2.5 25 15 4.2 -2.5
SMRI Bushido Capital US Equity ETF 2.5 71 -31 10.1 +3.4
GRNY Fundstrat Granny Shots US Large Cap ETF 2.4 75 -35 3.0 -3.7
SPYD State Street SPDR Portfolio S&P 500 High Dividend ETF 2.4 7 33 11.1 +4.4
AIS VistaShares Artificial Intelligence Supercycle ETF 2.4 75 -35 2.6 -4.1
JCTR JPMorgan Carbon Transition U.S. Equity ETF 2.4 15 25 4.6 -2.1
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 2.4 29 11 4.7 -2.0
ICAP InfraCap Equity Income Fund ETF 2.4 171 -131 4.3 -2.4
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF 2.4 24 16 8.3 +1.6
SPVM Invesco S&P 500 Value with Momentum ETF 2.4 39 1 7.6 +0.9
GSUS Goldman Sachs MarketBeta U.S. Equity ETF 2.4 7 33 4.8 -1.9
USCL iShares Climate Conscious & Transition MSCI USA ETF 2.4 8 32 4.9 -1.8
BLCN Siren ETF Trust Siren Nasdaq NexGen Economy ETF 2.4 68 -28 6.4 -0.3
FDWM Fidelity Women's Leadership ETF 2.4 59 -19 4.9 -1.8
PSET Principal Quality ETF 2.4 15 25 5.5 -1.2
LRGC AB US Large Cap Strategic Equities ETF 2.4 48 -8 4.5 -2.3
HLGE Hartford Longevity Economy ETF 2.4 44 -4 6.3 -0.4
FLDZ RiverNorth Patriot ETF 2.4 75 -35 6.3 -0.4
JVAL JPMorgan U.S. Value Factor ETF 2.4 12 28 7.8 +1.1
BKLC BNY Mellon US Large Cap Core Equity ETF 2.4 0 40 4.9 -1.8
JQUA JPMorgan U.S. Quality Factor ETF 2.4 12 28 5.9 -0.8
FITE State Street SPDR S&P Kensho Future Security ETF 2.4 45 -5 1.6 -5.1
JHML John Hancock Multifactor Large Cap ETF 2.4 29 11 5.3 -1.4
TMFX Motley Fool Next Index ETF 2.4 50 -10 3.1 -3.6
JMOM JPMorgan U.S. Momentum Factor ETF 2.4 12 28 4.6 -2.1
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF 2.4 20 20 5.0 -1.7
SAGP Strategas Global Policy Opportunities ETF 2.3 65 -25 5.5 -1.2
SNSR Global X Internet of Things ETF 2.3 68 -28 4.7 -2.0
VOTE TCW Transform 500 ETF 2.3 5 35 4.9 -1.8
LRGF iShares U.S. Equity Factor ETF 2.3 8 32 5.5 -1.3
SPXV ProShares S&P 500 Ex-Health Care ETF 2.3 9 31 4.7 -2.1
BBUS JP Morgan Betabuilders U.S. Equity ETF 2.3 2 38 4.9 -1.8
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 2.3 9 31 5.3 -1.4
SRVR Pacer Data & Infrastructure Real Estate ETF 2.3 55 -15 4.6 -2.1
GUSA Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2.3 11 29 4.9 -1.8
DEUS Xtrackers Russell US Multifactor ETF 2.3 17 23 7.0 +0.3
TOPC iShares S&P 500 3% Capped ETF 2.3 15 25 5.1 -1.7
CFA VictoryShares US 500 Volatility Wtd ETF 2.2 35 5 6.1 -0.6
LCTU BlackRock U.S. Carbon Transition Readiness ETF 2.2 14 26 4.9 -1.9
CFO VictoryShares US 500 Enhanced Volatility Wtd ETF 2.2 40 0 6.1 -0.6
FPX First Trust US Equity Opportunities ETF 2.2 61 -21 0.9 -5.8
MAVF Matrix Advisors Value ETF 2.2 75 -35 5.6 -1.1
CHAT Roundhill Generative AI & Technology ETF 2.2 75 -35 7.7 +1.0
FQAL Fidelity Quality Factor ETF 2.2 15 25 5.8 -0.9
QVML Invesco S&P 500 QVM Multi-factor ETF 2.2 11 29 5.1 -1.6
SPXE ProShares S&P 500 Ex-Energy ETF 2.2 9 31 4.8 -1.9
VSLU Applied Finance Valuation Large Cap ETF 2.2 49 -9 5.9 -0.8
FDLS Inspire Fidelis Multi Factor ETF 2.2 76 -36 4.9 -1.8
RECS Columbia Research Enhanced Core ETF 2.2 15 25 5.7 -1.0
VIG Vanguard Dividend Appreciation ETF 2.2 5 35 5.6 -1.2
TILT FlexShares Morningstar US Market Factor Tilt Index Fund 2.2 25 15 5.4 -1.3
NULV Nuveen ESG Large-Cap Value ETF 2.2 26 14 6.3 -0.4
AESR Anfield U.S. Equity Sector Rotation ETF 2.2 108 -68 3.6 -3.1
KLMN Invesco MSCI North America Climate ETF 2.1 9 31 5.0 -1.7
SNPE Xtrackers S&P 500 ESG ETF 2.1 10 30 5.0 -1.7
RFDA RiverFront Dynamic US Dividend Advantage ETF 2.1 52 -12 6.2 -0.5
DEMZ Democratic Large Cap Core ETF 2.1 45 -5 4.5 -2.2
BDIV AAM Brentview Dividend Growth ETF 2.1 49 -9 4.3 -2.4
THRO iShares U.S. Thematic Rotation Active ETF 2.1 90 -50 3.8 -2.9
ESGV Vanguard ESG U.S. Stock ETF 2.1 9 31 4.8 -1.9
GQI Natixis Gateway Quality Income ETF 2.1 34 6 5.1 -1.6
MODL VictoryShares WestEnd U.S. Sector ETF 2.1 42 -2 4.6 -2.1
AKAF The Frontier Economic Fund 2.1 20 20 6.4 -0.4
IWL iShares Russell Top 200 ETF 2.1 15 25 4.5 -2.2
PDP Invesco Dorsey Wright Momentum ETF 2.1 62 -22 2.0 -4.7
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 2.1 49 -9 4.1 -2.6
FEX First Trust Large Cap Core AlphaDEX Fund 2.1 59 -19 5.8 -0.9
HLAL Wahed FTSE USA Shariah ETF 2.1 50 -10 4.6 -2.1
EBI Longview Advantage ETF 2.1 35 5 6.7 +0.0
XVV iShares ESG Screened S&P 500 ETF 2.0 8 32 4.8 -1.9
UPGD Invesco Bloomberg Analyst Rating Improvers ETF 2.0 40 0 6.1 -0.6
OEF iShares S&P 100 ETF 2.0 20 20 4.4 -2.3
QUVU Hartford Quality Value ETF 2.0 46 -6 7.4 +0.7
STXM Strive Mid-Cap ETF 2.0 18 22 6.4 -0.3
COLO Global X MSCI Colombia ETF 2.0 62 -22 19.5 +12.8
WISE Themes Generative Artificial Intelligence ETF 2.0 35 5 -0.4 -7.1
SPXM Azoria 500 Meritocracy ETF 2.0 47 -7 4.5 -2.2
BLKC Invesco Alerian Galaxy Blockchain Users and Decentralized Co 2.0 61 -21 2.0 -4.7
QMOM Alpha Architect U.S. Quantitative Momentum ETF 2.0 39 1 1.6 -5.1
MGC Vanguard Mega Cap ETF 2.0 7 33 4.6 -2.1
DAK Dakota Active Equity ETF 2.0 43 -3 4.5 -2.2
PBUS Invesco MSCI USA ETF 1.9 4 36 4.9 -1.8
DCOR Dimensional US Core Equity 1 ETF 1.9 14 26 5.4 -1.4
APUE ActivePassive U.S. Equity ETF 1.9 45 -5 4.6 -2.1
FLOW Global X U.S. Cash Flow Kings 100 ETF 1.9 25 15 12.1 +5.4
BGRO iShares Large Cap Growth Active ETF 1.9 55 -15 2.6 -4.1
RVRB Reverb ETF 1.9 30 10 4.5 -2.2
SIMS State Street SPDR S&P Kensho Intelligent Structures ETF 1.9 45 -5 5.3 -1.4
ARKQ ARK Autonomous Technology & Robotics ETF 1.9 75 -35 1.2 -5.5
IVAL Alpha Architect International Quantitative Value ETF 1.9 49 -9 10.0 +3.3
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF 1.9 65 -25 1.9 -4.9
CATH Global X S&P 500 Catholic Values Custom ETF 1.9 29 11 4.6 -2.1
GXLC Global X U.S. 500 ETF 1.9 2 38 4.8 -1.9
LVDS JPMorgan Fundamental Data Science Large Value ETF 1.9 49 -9 6.2 -0.6
SPYX State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF 1.9 20 20 4.6 -2.1
ISCG iShares Morningstar Small-Cap Growth ETF 1.9 6 34 2.9 -3.8
ETHO Etho Climate Leadership U.S. ETF 1.9 47 -7 5.3 -1.4
DGT State Street SPDR Global Dow ETF 1.9 50 -10 6.6 -0.1
IMOM Alpha Architect International Quantitative Momentum ETF 1.9 49 -9 4.7 -2.0
CHRI Global X S&P 500 Christian Values ETF 1.9 29 11 4.6 -2.1
LCLG Logan Capital Broad Innovative Growth ETF 1.9 99 -59 3.7 -3.0
PTL Inspire 500 ETF 1.9 9 31 5.3 -1.4
SPXT ProShares S&P 500 Ex-Technology ETF 1.9 9 31 5.6 -1.1
HAPY Harbor Human Capital Factor Unconstrained ETF 1.9 50 -10 5.9 -0.9
VOO Vanguard S&P 500 ETF 1.9 3 37 4.9 -1.8
ROKT State Street SPDR S&P Kensho Final Frontiers ETF 1.9 45 -5 1.8 -4.9
AIVC Amplify Bloomberg AI Value Chain ETF 1.9 59 -19 5.6 -1.1
FVAL Fidelity Value Factor ETF 1.9 15 25 6.8 +0.1
SFGV Sequoia Global Value ETF 1.8 23 17 8.3 +1.6
IVV iShares Core S&P 500 ETF 1.8 3 37 4.9 -1.8
SPY SPDR S&P 500 ETF 1.8 9 31 4.8 -1.9
SPYM State Street SPDR Portfolio S&P 500 ETF 1.8 2 38 4.9 -1.8
LRND IQ U.S. Large Cap R&D Leaders ETF 1.8 14 26 4.9 -1.8
VONE Vanguard Russell 1000 ETF 1.8 7 33 4.9 -1.8
TOV JLens 500 Jewish Advocacy U.S. ETF 1.8 18 22 4.6 -2.1
NULG Nuveen ESG Large-Cap Growth ETF 1.8 26 14 3.4 -3.3
XLG Invesco S&P 500 Top 50 ETF 1.8 20 20 4.1 -2.6
IWB iShares Russell 1000 ETF 1.8 15 25 4.8 -1.9
IYY iShares Dow Jones U.S. ETF 1.8 20 20 4.7 -2.0
BGIG Bahl & Gaynor Income Growth ETF 1.8 45 -5 5.2 -1.5
ILCB iShares Morningstar U.S. Equity ETF 1.8 3 37 4.8 -1.9
KOKU Xtrackers MSCI Kokusai Equity ETF 1.8 9 31 5.1 -1.6
DFUS Dimensional U.S. Equity ETF 1.8 9 31 4.8 -1.9
RAUS RACWI US ETF 1.8 15 25 4.9 -1.8
ESGU iShares ESG Aware MSCI USA ETF 1.8 15 25 4.8 -1.9
VBK Vanguard Small-Cap Growth ETF 1.8 7 33 1.7 -5.0
VV Vanguard Large-Cap ETF 1.8 4 36 4.8 -1.9
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market 1.8 3 37 5.1 -1.7
DFAU Dimensional US Core Equity Market ETF 1.8 12 28 5.0 -1.7
VTHR Vanguard Russell 3000 ETF 1.8 7 33 4.8 -1.9
STRV Strive 500 ETF 1.8 5 35 4.8 -2.0
TMFC Motley Fool 100 Index ETF 1.8 50 -10 3.5 -3.2
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 1.8 9 31 6.2 -0.5
IWV iShares Russell 3000 ETF 1.7 20 20 4.7 -2.0
ITOT iShares Core S&P Total U.S. Stock Market ETF 1.7 3 37 4.8 -1.9
DGRW WisdomTree US Quality Dividend Growth Fund 1.7 28 12 5.6 -1.1
DFAC Dimensional U.S. Core Equity 2 ETF 1.7 17 23 5.5 -1.2
CRBN iShares MSCI ACWI Low Carbon Target ETF 1.7 20 20 5.4 -1.4
FCFY First Trust S&P 500 Diversified Free Cash Flow ETF 1.7 60 -20 10.1 +3.4
WCEO Hypatia Women CEO ETF 1.7 85 -45 3.2 -3.5
TXS Texas Capital Texas Equity Index ETF 1.7 49 -9 6.1 -0.7
DSI iShares MSCI KLD 400 Social ETF 1.7 25 15 4.9 -1.8
FCTR First Trust Lunt U.S. Factor Rotation ETF 1.7 65 -25 2.1 -4.6
REAI Intelligent Real Estate ETF 1.7 59 -19 19.5 +12.8
GLBL Pacer MSCI World Industry Advantage ETF 1.7 65 -25 4.1 -2.6
VTI Vanguard Total Stock Market ETF 1.7 3 37 4.8 -1.9
FFOX FundX Future Fund Opportunities ETF 1.7 100 -60 3.4 -3.3
VOT Vanguard Mid-Cap Growth ETF 1.7 7 33 3.5 -3.2
MMTM State Street SPDR S&P 1500 Momentum Tilt ETF 1.7 12 28 3.9 -2.8
FTC First Trust Large Cap Growth AlphaDEX Fund 1.7 59 -19 2.0 -4.7
EUSA iShares MSCI USA Equal Weighted ETF 1.6 9 31 6.3 -0.4
FDVV Fidelity High Dividend ETF 1.6 15 25 7.6 +0.9
SYLD Cambria Shareholder Yield ETF 1.6 59 -19 12.6 +5.9
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF 1.6 20 20 6.1 -0.6
SCHX Schwab U.S. Large-Cap ETF 1.6 3 37 4.9 -1.8
FAD First Trust Multi Cap Growth AlphaDEX Fund 1.6 64 -24 1.2 -5.5
FEGE First Eagle Global Equity ETF 1.6 79 -39 6.5 -0.2
RPV Invesco S&P 500 Pure Value ETF 1.6 35 5 10.3 +3.6
SFTY Horizon Managed Risk ETF 1.6 77 -37 4.1 -2.6
ABOT Abacus FCF Innovation Leaders ETF 1.6 69 -29 5.3 -1.5
STOX Horizon Core Equity ETF 1.6 70 -30 4.2 -2.5
SIZE iShares MSCI USA Size Factor ETF 1.6 15 25 6.3 -0.4
TTAC FCF US Quality ETF 1.6 59 -19 6.2 -0.5
QUAL iShares MSCI USA Quality Factor ETF 1.6 15 25 5.2 -1.5
SCHK Schwab 1000 Index ETF 1.6 5 35 4.9 -1.8
ONEO State Street SPDR Russell 1000 Momentum Focus ETF 1.6 20 20 6.8 +0.1
SIXL ETC 6 Meridian Low Beta Equity ETF 1.5 80 -40 6.5 -0.2
DIA SPDR Dow Jones Industrial Average ETF 1.5 16 24 5.5 -1.3
GLOF iShares Global Equity Factor ETF 1.5 20 20 6.6 -0.1
SMDX Intech S&P Small-Mid Cap Divers Alp ETF 1.5 35 5 7.3 +0.6
SCHB Schwab U.S. Broad Market ETF 1.5 3 37 4.9 -1.8
RSP Invesco S&P 500 Equal Weight ETF 1.5 20 20 6.8 +0.1
SUSA iShares MSCI USA ESG Select ETF 1.5 25 15 4.6 -2.1
IJJ iShares S&P Mid-Cap 400 Value ETF 1.5 18 22 8.7 +2.0
JEDI Defiance Drone and Modern Warfare ETF 1.5 69 -29 1.6 -5.1
XJH iShares ESG Screened S&P Mid-Cap ETF 1.5 12 28 7.2 +0.5
KLMT Invesco MSCI Global Climate 500 ETF 1.5 10 30 5.6 -1.1
PWB Invesco Large Cap Growth ETF 1.5 56 -16 2.6 -4.1
RND First Trust Bloomberg R&D Leaders ETF 1.5 60 -20 3.0 -3.7
FAB First Trust Multi Cap Value AlphaDEX Fund 1.5 67 -27 10.0 +3.3
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 1.5 15 25 8.7 +2.0
LCDS JPMorgan Fundamental Data Science Large Core ETF 1.5 30 10 4.7 -2.0
IVOV Vanguard S&P Mid-Cap 400 Value ETF 1.4 10 30 8.8 +2.1
FCPI Fidelity Stocks for Inflation ETF 1.4 15 25 8.0 +1.3
GINN Goldman Sachs Innovate Equity ETF 1.4 52 -12 3.6 -3.1
JEPI JPMorgan Equity Premium Income ETF 1.4 35 5 5.8 -1.0
TOK iShares MSCI Kokusai ETF 1.4 26 14 4.9 -1.8
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 1.4 7 33 5.8 -0.9
SFY SoFi Select 500 ETF 1.4 0 40 4.4 -2.3
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF 1.4 12 28 4.9 -1.8
ESG FlexShares Trust FlexShares STOXX US ESG Select Index Fund 1.4 32 8 5.0 -1.7
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 1.4 58 -18 4.4 -2.3
DXUV Dimensional US Vector Equity ETF 1.4 28 12 6.1 -0.7
NANC Unusual Whales Subversive Democratic Trading ETF 1.4 75 -35 3.5 -3.3
WTAI WisdomTree Artificial Intelligence and Innovation Fund 1.4 45 -5 2.5 -4.2
URTH iShares MSCI World ETF 1.4 24 16 4.9 -1.8
XT iShares Exponential Technologies ETF 1.3 46 -6 4.5 -2.2
TRFM AAM Transformers ETF 1.3 49 -9 1.2 -5.5
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF 1.3 45 -5 4.4 -2.3
MIDE Xtrackers S&P MidCap 400 ESG ETF 1.3 15 25 8.1 +1.4
XOEF iShares S&P 500 ex S&P 100 ETF 1.3 20 20 5.6 -1.1
FELG Fidelity Enhanced Large Cap Growth ETF 1.3 18 22 4.8 -2.0
BKMC BNY Mellon US Mid Cap Core Equity ETF 1.3 4 36 5.9 -0.8
MDY SPDR S&P Midcap 400 ETF Trust 1.3 24 16 7.0 +0.3
IJH iShares Core S&P Mid-Cap ETF 1.3 5 35 7.2 +0.5
USSG Xtrackers MSCI USA ESG Leaders Equity ETF 1.3 10 30 5.0 -1.7
DUHP Dimensional US High Profitability ETF 1.3 21 19 6.3 -0.5
BFOR ALPS Barron's 400 ETF 1.3 65 -25 5.9 -0.8
DFSU Dimensional US Sustainability Core 1 ETF 1.3 18 22 5.3 -1.4
WDIV SPDR S&P Global Dividend ETF 1.3 40 0 9.0 +2.3
CGGR Capital Group Growth ETF 1.3 39 1 3.4 -3.3
XITK State Street SPDR FactSet Innovative Technology ETF 1.3 45 -5 0.9 -5.8
IVOO Vanguard S&P Mid-Cap 400 ETF 1.3 7 33 7.3 +0.6
GPT Intelligent Alpha Atlas ETF 1.3 69 -29 5.8 -0.9
IQSM IQ Candriam U.S. Mid Cap Equity ETF 1.3 15 25 6.1 -0.6
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 1.2 3 37 7.3 +0.6
GURU Global X Guru Index ETF 1.2 75 -35 2.7 -4.0
SCHM Schwab U.S. Mid-Cap ETF 1.2 4 36 6.9 +0.2
FNX First Trust Mid Cap Core AlphaDEX Fund 1.2 60 -20 6.9 +0.2
LEAD Siren DIVCON Leaders Dividend ETF 1.2 43 -3 4.3 -2.4
FDTX Fidelity Disruptive Technology ETF 1.2 50 -10 2.6 -4.1
ISCB iShares Morningstar Small-Cap ETF 1.2 4 36 5.7 -1.0
SPHQ Invesco S&P 500 Quality ETF 1.2 15 25 5.7 -1.0
ACWI iShares MSCI ACWI ETF 1.2 32 8 5.3 -1.4
GVLU Gotham 1000 Value ETF 1.2 50 -10 9.0 +2.3
CGDG Capital Group Dividend Growers ETF 1.2 47 -7 6.0 -0.7
JOET Virtus Terranova US Quality Momentum ETF 1.2 29 11 4.9 -1.8
VUSE Vident U.S. Equity Strategy ETF 1.1 50 -10 4.3 -2.4
LSAF LeaderShares AlphaFactor US Core Equity ETF 1.1 75 -35 7.7 +1.0
IJK iShares S&P Mid-Cap 400 Growth ETF 1.1 17 23 5.8 -0.9
SMMD iShares Russell 2500 ETF 1.1 15 25 6.7 -0.0
SFYX SoFi Next 500 ETF 1.1 0 40 5.9 -0.8
VT Vanguard Total World Stock ETF 1.1 6 34 5.7 -1.0
EGUS iShares ESG Aware MSCI USA Growth ETF 1.1 18 22 3.7 -3.0
BEEX BeeHive ETF 1.1 84 -44 4.3 -2.4
IVOG Vanguard S&P Mid-Cap 400 Growth ETF 1.1 10 30 6.0 -0.8
QGRW WisdomTree U.S. Quality Growth Fund 1.1 28 12 4.2 -2.5
JSTC Adasina Social Justice All Cap Global ETF 1.1 89 -49 4.8 -1.9
SFYF SoFi Social 50 ETF 1.1 29 11 1.0 -5.7
SPHB Invesco S&P 500 High Beta ETF 1.1 25 15 4.7 -2.0
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF 1.1 15 25 5.8 -0.9
VB Vanguard Small-Cap ETF 1.1 5 35 6.1 -0.7
ADME Aptus Drawdown Managed Equity ETF 1.0 79 -39 3.9 -2.8
TAX Cambria Tax Aware ETF 1.0 49 -9 6.0 -0.7
SPGM SPDR Portfolio MSCI Global Stock Market ETF 1.0 9 31 5.5 -1.2
JGRO JPMorgan Active Growth ETF 1.0 44 -4 3.5 -3.2
RSPE Invesco ESG S&P 500 Equal Weight ETF 1.0 20 20 6.4 -0.3
NZUS State Street SPDR MSCI USA Climate Paris Aligned ETF 1.0 10 30 4.2 -2.5
ZECP Zacks Earnings Consistent Portfolio ETF 1.0 55 -15 4.9 -1.8
YNOT Horizon Digital Frontier ETF 1.0 75 -35 3.1 -3.6
VXF Vanguard Extended Market ETF 1.0 5 35 4.4 -2.3
LOWV AB US Low Volatility Equity ETF 1.0 48 -8 5.4 -1.3
MGK Vanguard Mega Cap Growth ETF 1.0 7 33 4.3 -2.4
LCF Touchstone US Large Cap Focused ETF 1.0 69 -29 4.2 -2.5
RFFC ALPS Active Equity Opportunity ETF 1.0 48 -8 4.5 -2.2
SUSL iShares ESG MSCI USA Leaders ETF 0.9 10 30 4.9 -1.8
JGRW Jensen Quality Growth ETF 0.9 57 -17 4.7 -2.0
PEXL Pacer US Export Leaders ETF 0.9 60 -20 4.6 -2.2
SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF 0.9 60 -20 5.9 -0.8
KOMP State Street SPDR S&P Kensho New Economies Composite ETF 0.9 20 20 3.0 -3.7
WRND IQ Global Equity R&D Leaders ETF 0.9 18 22 7.5 +0.8
PY Principal Value ETF 0.9 15 25 7.3 +0.6
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund 0.9 38 2 10.0 +3.3
DIVG Invesco S&P 500 High Dividend Growers ETF 0.9 39 1 8.6 +1.9
GGUS Marketbeta Russell 1000 Growth Equity ETF 0.9 12 28 4.6 -2.1
STXG Strive 1000 Growth ETF 0.9 18 22 3.8 -2.9
LGRO Level Four Large Cap Growth Active ETF 0.9 55 -15 4.1 -2.6
PRXG Praxis Impact Large Cap Growth ETF 0.9 36 4 3.6 -3.1
FMKT The Free Markets ETF 0.9 76 -36 4.2 -2.5
MTUM iShares MSCI USA Momentum Factor ETF 0.9 15 25 3.1 -3.6
IOO iShares Global 100 ETF 0.8 41 -1 4.6 -2.2
VUG Vanguard Growth ETF 0.8 4 36 4.2 -2.5
QVMM Invesco S&P MidCap 400 QVM Multi-factor ETF 0.8 15 25 7.3 +0.6
IWS iShares Russell Mid-Cap Value ETF 0.8 23 17 7.2 +0.5
FSMD Fidelity Small-Mid Multifactor ETF 0.8 15 25 7.0 +0.3
BLES Inspire Global Hope ETF 0.8 61 -21 6.8 +0.1
IQSU IQ Candriam U.S. Large Cap Equity ETF 0.8 9 31 4.8 -1.9
TMAT Main Thematic Innovation ETF 0.8 164 -124 -1.5 -8.2
YOKE Yoke Core ETF 0.8 42 -2 5.0 -1.7
VAMO Cambria Value & Momentum ETF 0.8 61 -21 6.3 -0.4
JHMM John Hancock Multifactor Mid Cap ETF 0.8 42 -2 6.3 -0.4
AVUQ Avantis U.S. Quality ETF 0.8 15 25 4.4 -2.3
KOCG FIS Knights of Columbus Global Belief ETF 0.8 75 -35 4.9 -1.8
VO Vanguard Mid-Cap ETF 0.8 4 36 6.0 -0.7
IUSG iShares Core S&P U.S. Growth ETF 0.8 4 36 4.1 -2.6
VOOG Vanguard S&P 500 Growth ETF 0.8 7 33 4.1 -2.6
IWR iShares Russell Midcap ETF 0.8 19 21 6.2 -0.5
GINX SGI Enhanced Global Income ETF 0.8 98 -58 8.0 +1.3
IVW iShares S&P 500 Growth ETF 0.8 18 22 3.9 -2.8
SPYG State Street SPDR Portfolio S&P 500 Growth ETF 0.8 4 36 4.0 -2.7
NUSC Nuveen ESG Small-Cap ETF 0.8 31 9 5.2 -1.5
JHSC John Hancock Multifactor Small Cap ETF 0.7 42 -2 6.7 -0.0
FGD First Trust Dow Jones Global Select Dividend Index Fund 0.7 56 -16 10.7 +4.0
XLSR State Street US Sector Rotation ETF 0.7 70 -30 4.9 -1.8
ESML iShares ESG Aware MSCI USA Small-Cap ETF 0.7 17 23 6.0 -0.7
GGME Invesco Next Gen Media and Gaming ETF 0.7 60 -20 5.0 -1.8
ANEW ProShares MSCI Transformational Changes ETF 0.7 45 -5 5.3 -1.4
SMLF iShares U.S. SmallCap Equity Factor ETF 0.7 15 25 6.0 -0.8
NIXT Research Affiliates Deletions ETF 0.7 9 31 8.1 +1.4
CVAR Cultivar ETF 0.7 87 -47 7.6 +0.9
JMEE JPMorgan Market Expansion Enhanced Equity ETF 0.6 24 16 7.4 +0.7
IWP iShares Russell Mid-Cap Growth ETF 0.6 23 17 3.3 -3.4
MCDS JPMorgan Fundamental Data Science Mid Core ETF 0.6 35 5 5.8 -0.9
RDVY First Trust Rising Dividend Achievers ETF 0.6 50 -10 6.3 -0.4
AVUV Avantis U.S. Small Cap Value ETF 0.6 25 15 9.7 +3.0
MAGA Point Bridge America First ETF 0.6 72 -32 6.3 -0.4
IWY iShares Russell Top 200 Growth ETF 0.6 20 20 4.2 -2.5
AVMC Avantis U.S. Mid Cap Equity ETF 0.6 18 22 6.9 +0.2
ILCG iShares Morningstar Growth ETF 0.6 4 36 3.7 -3.0
USVM VictoryShares US Small Mid Cap Value Momentum ETF 0.6 25 15 7.8 +1.1
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF 0.6 35 5 6.1 -0.7
VONG Vanguard Russell 1000 Growth ETF 0.6 7 33 4.4 -2.3
IWF iShares Russell 1000 Growth ETF 0.6 19 21 4.1 -2.6
PABU iShares Paris-Aligned Climate MSCI USA ETF 0.6 10 30 4.1 -2.6
DFAT Dimensional U.S. Targeted Value ETF 0.5 28 12 10.0 +3.3
HAIL State Street SPDR S&P Kensho Smart Mobility ETF 0.5 45 -5 1.6 -5.1
ISCV iShares Morningstar Small Cap Value ETF 0.5 6 34 8.5 +1.8
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 0.5 95 -55 -0.4 -7.1
GEW Cambria Global EW ETF 0.5 29 11 5.9 -0.8
RWK Invesco S&P MidCap 400 Revenue ETF 0.5 39 1 9.5 +2.8
EZM WisdomTree U.S. MidCap Fund 0.5 38 2 8.7 +2.0
VBR Vanguard Small Cap Value ETF 0.5 7 33 9.1 +2.4
FSST Fidelity Sustainable U.S. Equity ETF 0.5 59 -19 4.3 -2.4
QQQJ Invesco NASDAQ Next Gen 100 ETF 0.5 15 25 4.5 -2.2
FMDE Fidelity Enhanced Mid Cap ETF 0.5 23 17 6.0 -0.7
TRUT VanEck Technology TruSector ETF 0.5 13 27 4.8 -1.9
QQQS Invesco NASDAQ Future Gen 200 ETF 0.5 20 20 -4.4 -11.1
RCGE RockCreek Global Equality ETF 0.5 95 -55 6.7 -0.0
BKSE BNY Mellon US Small Cap Core Equity ETF 0.5 4 36 5.8 -0.9
ESGG FlexShares STOXX Global ESG Select Index Fund 0.5 42 -2 5.3 -1.4
SQLV Royce Quant Small-Cap Quality Value ETF 0.5 60 -20 9.5 +2.8
FBCG Fidelity Blue Chip Growth ETF 0.4 59 -19 2.8 -3.9
JADE JPMorgan Active Developing Markets Equity ETF 0.4 65 -25 7.7 +1.0
RGEF Rockefeller Global Equity ETF 0.4 55 -15 4.6 -2.1
ALRG Allspring LT Large Core ETF 0.4 28 12 4.4 -2.3
SCHG Schwab U.S. Large-Cap Growth ETF 0.4 4 36 3.8 -2.9
STXD Strive 1000 Dividend Growth ETF 0.4 35 5 5.0 -1.7
CALF Pacer US Small Cap Cash Cows 100 ETF 0.4 59 -19 10.4 +3.7
AFMC First Trust Active Factor Mid Cap ETF 0.4 65 -25 8.3 +1.6
IEUS iShares MSCI Europe Small-Cap ETF 0.3 42 -2 7.3 +0.6
AOTG AOT Growth and Innovation ETF 0.3 75 -35 2.0 -4.8
SMOT VanEck Morningstar SMID Moat ETF 0.3 49 -9 6.7 +0.0
IGPT Invesco AI and Next Gen Software ETF 0.3 60 -20 4.3 -2.4
IMCV iShares Morningstar Mid-Cap Value ETF 0.3 6 34 8.2 +1.5
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund 0.3 52 -12 5.8 -1.0
TPLE Timothy Plan Us Large/Mid Cap Core Enhanced ETF 0.3 58 -18 5.7 -1.0
PNQI Invesco NASDAQ Internet ETF 0.3 60 -20 3.7 -3.0
DFAS Dimensional U.S. Small Cap ETF 0.3 26 14 6.6 -0.1
SCHA Schwab U.S. Small-Cap ETF 0.3 4 36 5.5 -1.2
QDF FlexShares Quality Dividend Index Fund 0.3 37 3 6.3 -0.4
JIVE JPMorgan International Value ETF 0.3 55 -15 10.7 +4.0
DES WisdomTree U.S. SmallCap Dividend Fund 0.3 38 2 9.2 +2.5
QQJG Invesco ESG NASDAQ Next Gen 100 ETF 0.3 20 20 4.3 -2.4
FNDA Schwab Fundamental US Small Co. Index ETF 0.2 25 15 7.7 +1.0
ONEY State Street SPDR Russell 1000 Yield Focus ETF 0.2 20 20 10.3 +3.6
LQPE PEO AlphaQuest Thematic PE ETF 0.2 125 -85 7.0 +0.3
IMCB iShares Morningstar Mid-Cap ETF 0.2 4 36 6.3 -0.4
AVMV Avantis U.S. Mid Cap Value ETF 0.2 20 20 8.8 +2.1
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF 0.2 39 1 3.0 -3.7
CSA VictoryShares US Small Cap Volatility Wtd ETF 0.2 35 5 7.5 +0.8
ISMD Inspire Small/Mid Cap ETF 0.2 54 -14 5.3 -1.4
VOE Vanguard Mid-Cap Value ETF 0.2 7 33 7.8 +1.1
TPSC Timothy Plan US Small Cap Core ETF 0.2 52 -12 7.1 +0.4
SCZ iShares MSCI EAFE Small-Cap ETF 0.1 40 0 6.8 +0.1
DFSV Dimensional US Small Cap Value ETF 0.1 31 9 10.4 +3.7
SCDS JPMorgan Fundamental Data Science Small Core ETF 0.1 40 0 4.7 -2.0
EES WisdomTree U.S. SmallCap Fund 0.1 38 2 8.6 +1.9
GSSC Goldman Sachs Activebeta U.S. Small Cap Equity ETF 0.1 20 20 5.4 -1.3
FESM Fidelity Enhanced Small Cap ETF 0.1 28 12 3.2 -3.5
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF 0.1 20 20 8.3 +1.6
IMCG iShares Morningstar Mid-Cap Growth ETF 0.1 6 34 4.2 -2.5
SMLV State Street SPDR US Small Cap Low Volatility Index ETF 0.1 12 28 7.5 +0.8
FFSM Fidelity Fundamental Small-Mid Cap ETF 0.1 43 -3 6.1 -0.6
PKW Invesco Buyback Achievers ETF 0.1 62 -22 8.1 +1.4
STXK Strive Small-Cap ETF 0.1 18 22 6.0 -0.7
PPA Invesco Aerospace & Defense ETF 0.1 58 -18 2.4 -4.3
IEUR iShares Core MSCI Europe ETF 0.0 11 29 7.1 +0.4
IEFA iShares Core MSCI EAFE ETF 0.0 7 33 6.7 -0.0
IDEV iShares Core MSCI International Developed Markets ETF 0.0 4 36 6.7 -0.0
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 0.0 39 1 7.6 +0.9
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.0 45 -5 8.4 +1.7
IXUS iShares Core MSCI Total International Stock ETF 0.0 7 33 7.5 +0.8
SPDW SPDR Portfolio Developed World ex-US ETF 0.0 3 37 6.7 -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:

OVERWEIGHT
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 16.3 %
Divided by: Fwd. P/BV 2.3 x
Less: Expense ratio 40 bp
Equals: ALTAR Score 6.7 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

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

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

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

 

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